CitiStreet Company
Industry: Company
DescriptionFounded: 2000 Parent organization: Citigroup
CitiStreet List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at CitiStreet. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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CitiStreet Employees
Employee
Years
Job
Industry
Brandon Whalen Brandon Whalen's CitiStreet Experience 2000 - 2003
Job Manager, Maintenance Renewal Business
Industry Professional Training & Coaching
Experience
Vision Solutions July 2012 - Present
Mister Quik April 2010 - July 2011
Salem International University November 2009 - April 2010
Salem International University March 2009 - December 2009
Salem International University Online August 2007 - March 2009
Comcast 2006 - 2007
CitiStreet 2000 - 2003
Skills
Leadership Development, Admissions, Teaching, Public Speaking, Coaching, Adult Education, Staff Development, Instructional Design, Career Counseling, Higher Education, E-Learning, Training, Team Building, Call Centers, Sales, Customer Service, Leadership, Employee Training, Event Planning, Management, Recruiting, Salesforce.com, Customer Retention
Education
Columbia Southern University 2010 — 2014
Bachelor of Science, Organizational Leadership
Ivy Tech Community College 2008 — 2010
Vision Solutions July 2012 - Present
Mister Quik April 2010 - July 2011
Salem International University November 2009 - April 2010
Salem International University March 2009 - December 2009
Salem International University Online August 2007 - March 2009
Comcast 2006 - 2007
CitiStreet 2000 - 2003
Skills
Leadership Development, Admissions, Teaching, Public Speaking, Coaching, Adult Education, Staff Development, Instructional Design, Career Counseling, Higher Education, E-Learning, Training, Team Building, Call Centers, Sales, Customer Service, Leadership, Employee Training, Event Planning, Management, Recruiting, Salesforce.com, Customer Retention
Education
Columbia Southern University 2010 — 2014
Bachelor of Science, Organizational Leadership
Ivy Tech Community College 2008 — 2010
Natalie Roman Natalie Roman's CitiStreet Experience October 2001 - January 2008
Job Student
Industry Hospital & Health Care
Experience
Premiere Home Health Care 2014 - Present
CUNY- Hostos Community College February 2011 - Present
U.S. Census Bureau -- Census Coverage Management February 2010 - August 2010
The Continental Group January 2008 - January 2009
CitiStreet October 2001 - January 2008
DFJ, INC May 1991 - May 2001
Skills
Microsoft Office, Wellness, Microsoft Excel, Customer Service, Public Speaking, Microsoft Word, PowerPoint, Fitness, Social Media, Coaching, Research
Education
CUNY Hostos Community College 2011 — 2011
Certified Nursing Assistant
Midtown School of Buisness 1989 — 1989
Accounting
Premiere Home Health Care 2014 - Present
CUNY- Hostos Community College February 2011 - Present
U.S. Census Bureau -- Census Coverage Management February 2010 - August 2010
The Continental Group January 2008 - January 2009
CitiStreet October 2001 - January 2008
DFJ, INC May 1991 - May 2001
Skills
Microsoft Office, Wellness, Microsoft Excel, Customer Service, Public Speaking, Microsoft Word, PowerPoint, Fitness, Social Media, Coaching, Research
Education
CUNY Hostos Community College 2011 — 2011
Certified Nursing Assistant
Midtown School of Buisness 1989 — 1989
Accounting
Brian Merrick's CitiStreet Experience March 2008 - July 2008
Job Vice President Relationship Management at Voya Financial
Industry Financial Services
Experience
Voya Financial April 2014 - Present
ING U.S. July 2011 - April 2014
ING U.S. July 2008 - December 2011
CitiStreet March 2008 - July 2008
Deloitte Consulting September 2004 - March 2008
Putnam Investments 1995 - 2004
Skills
Series 6, Management Consulting, Series 63
Education
Babson College - Franklin W. Olin Graduate School of Business 1998 — 2003
MBA, Finance
College of the Holy Cross 1991 — 1995
BA, Economics
Voya Financial April 2014 - Present
ING U.S. July 2011 - April 2014
ING U.S. July 2008 - December 2011
CitiStreet March 2008 - July 2008
Deloitte Consulting September 2004 - March 2008
Putnam Investments 1995 - 2004
Skills
Series 6, Management Consulting, Series 63
Education
Babson College - Franklin W. Olin Graduate School of Business 1998 — 2003
MBA, Finance
College of the Holy Cross 1991 — 1995
BA, Economics
James Friedman, PMP's CitiStreet Experience March 2005 - March 2007
Job Principal Consultant and Project Manager
Industry Financial Services
Experience
Systems Evolution, Inc January 2008 - Present
Veritude March 2007 - December 2007
CitiStreet March 2005 - March 2007
Putnam Investments July 1994 - February 2005
State Street Bank December 1991 - July 1994
Skills
Program Management, Project Management, HR Project Management, Business Analysis, Outsourcing, PMO, Requirements Analysis, Business Requirements, Strategy, Strategic Consulting, Management Consulting, Project Planning, Cross-functional Team...
Education
Brandeis University 1986 — 1990
Bachelor of Arts, Economics
Systems Evolution, Inc January 2008 - Present
Veritude March 2007 - December 2007
CitiStreet March 2005 - March 2007
Putnam Investments July 1994 - February 2005
State Street Bank December 1991 - July 1994
Skills
Program Management, Project Management, HR Project Management, Business Analysis, Outsourcing, PMO, Requirements Analysis, Business Requirements, Strategy, Strategic Consulting, Management Consulting, Project Planning, Cross-functional Team...
Education
Brandeis University 1986 — 1990
Bachelor of Arts, Economics
Kevin Drucker's CitiStreet Experience 2004 - 2006
Job Sales Executive at ADP Retirement Services
Industry Financial Services
Experience
ADP Retirement Services March 2014 - Present
ADP Retirement Services May 2011 - February 2014
ADP Retirement Services January 2008 - May 2011
MetLife Resources 2005 - 2007
CitiStreet 2004 - 2006
Skills
401k, Series 6, Retirement, Mutual Funds, Investments, Series 63, Registered Principal, Series 26, Accredited Retirement..., Defined Contribution, Sales, Employee Benefits, Relationship Management, FINRA, Financial Services
Education
Centenary College 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Wagner College 2000 — 2001
Finance
ADP Retirement Services March 2014 - Present
ADP Retirement Services May 2011 - February 2014
ADP Retirement Services January 2008 - May 2011
MetLife Resources 2005 - 2007
CitiStreet 2004 - 2006
Skills
401k, Series 6, Retirement, Mutual Funds, Investments, Series 63, Registered Principal, Series 26, Accredited Retirement..., Defined Contribution, Sales, Employee Benefits, Relationship Management, FINRA, Financial Services
Education
Centenary College 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Wagner College 2000 — 2001
Finance
Peter Arcabascio, CFA's CitiStreet Experience 1998 - 2006
Job Senior Vice President, BNY Mellon Investment Management
Industry Financial Services
Experience
BNY Mellon 2006 - Present
CitiStreet 1998 - 2006
Skills
Alternative Investments, Fixed Income, Investments, Asset Management, Mutual Funds, Hedge Funds, Equities, Financial Services, Portfolio Management, Series 7
Education
Bentley University
Finance / Economics
BNY Mellon 2006 - Present
CitiStreet 1998 - 2006
Skills
Alternative Investments, Fixed Income, Investments, Asset Management, Mutual Funds, Hedge Funds, Equities, Financial Services, Portfolio Management, Series 7
Education
Bentley University
Finance / Economics
Kelly Foss Root CRPC®, CRPS®, CMFC®'s CitiStreet Experience January 2000 - October 2007
Job Financial Advisor/Retirement Consultant
Industry Financial Services
Experience
Measured Wealth Private Client Group, LLC June 2010 - Present
Morgan Stanley Smith Barney October 2006 - June 2010
CitiStreet January 2000 - October 2007
Skills
Investments, Financial Planning, Mutual Funds, Estate Planning, Strategic Financial..., Finance, Retirement, Investment Strategies, Wealth Management, Fixed Annuities, Financial Advisory, 401k, Asset Allocation, Series 65, Investment Advisory, Retirement Planning, Personal Finance, Investment Advisory..., Series 63, Pensions, Financial Planners, IRAs, Wealth, Series 6, Certified Financial...
Education
College for Financial Planning 2002 — 2005
Master of Science, Financial Planning
Measured Wealth Private Client Group, LLC June 2010 - Present
Morgan Stanley Smith Barney October 2006 - June 2010
CitiStreet January 2000 - October 2007
Skills
Investments, Financial Planning, Mutual Funds, Estate Planning, Strategic Financial..., Finance, Retirement, Investment Strategies, Wealth Management, Fixed Annuities, Financial Advisory, 401k, Asset Allocation, Series 65, Investment Advisory, Retirement Planning, Personal Finance, Investment Advisory..., Series 63, Pensions, Financial Planners, IRAs, Wealth, Series 6, Certified Financial...
Education
College for Financial Planning 2002 — 2005
Master of Science, Financial Planning
Eleanor Connelly Eleanor Connelly's CitiStreet Experience October 1994 - September 2004
Job Relationship Officer at ING
Industry Financial Services
Experience
Voya Financial 2007 - Present
State Street Global Advisors September 2004 - March 2007
CitiStreet October 1994 - September 2004
Skills
Asset Managment, Relationship Management, Investments, Bloomberg, Banking, Equities, Risk Management, Microsoft Excel, Corporate Finance, Business Analysis, Process Improvement, Financial Analysis, Portfolio Management
Education
University of Massachusetts Boston 1992 — 1999
Bachelor of Science (B.S.), Management
American University 1990 — 1991
NA, Liberal Arts
Voya Financial 2007 - Present
State Street Global Advisors September 2004 - March 2007
CitiStreet October 1994 - September 2004
Skills
Asset Managment, Relationship Management, Investments, Bloomberg, Banking, Equities, Risk Management, Microsoft Excel, Corporate Finance, Business Analysis, Process Improvement, Financial Analysis, Portfolio Management
Education
University of Massachusetts Boston 1992 — 1999
Bachelor of Science (B.S.), Management
American University 1990 — 1991
NA, Liberal Arts
Paxton Dunn Paxton Dunn's CitiStreet Experience August 2002 - November 2003
Job Principal Regulatory Coordinator at FINRA
Industry Accounting
Experience
Financial Industry Regulatory Authority November 2010 - Present
Financial Industry Regulatory Authority November 2003 - November 2010
CitiStreet August 2002 - November 2003
Skills
Series 7, FINRA, Securities, Equities, Finance, Auditing, Risk Assessment, Due Diligence, SEC filings, Financial Services, Financial Analysis, 401k, Internal Controls, Series 63, AML, Alternative Investments, Financial Regulation, Stocks, Retirement Planning, Securities Regulation, Fixed Income, Mutual Funds, Risk Management, Financial Risk, Investments
Education
Angelo State University 1998 — 2002
Bachelor of Business Administration (BBA), Finance, General
Financial Industry Regulatory Authority November 2010 - Present
Financial Industry Regulatory Authority November 2003 - November 2010
CitiStreet August 2002 - November 2003
Skills
Series 7, FINRA, Securities, Equities, Finance, Auditing, Risk Assessment, Due Diligence, SEC filings, Financial Services, Financial Analysis, 401k, Internal Controls, Series 63, AML, Alternative Investments, Financial Regulation, Stocks, Retirement Planning, Securities Regulation, Fixed Income, Mutual Funds, Risk Management, Financial Risk, Investments
Education
Angelo State University 1998 — 2002
Bachelor of Business Administration (BBA), Finance, General
John Mackie, PMP John Mackie, PMP's CitiStreet Experience December 1998 - July 2008
Job CCA and MMWR Manager at US Bank
Industry Financial Services
Experience
U.S. Bank July 2015 - Present
FSV Payment Systems October 2012 - July 2015
Currently seeking employment December 2011 - October 2012
ING August 2008 - December 2011
CitiStreet December 1998 - July 2008
Computer Horizons April 1996 - December 1998
EDS CANADA January 1991 - April 1996
Skills
SDLC, Business Analysis, Requirements Analysis, Vendor Management, Software Project..., SQL, Process Improvement, Visio, Outsourcing, Unix, Integration, Requirements Gathering, IT Management, Six Sigma, Risk Management, Issue Management, Process Redesign, Information Technology, Strategic Planning, Project Management, PowerBuilder, Oracle PL/SQL..., T-SQL, Microsoft Office, Healthcare Information..., CAPM, Defined Benefit, Payroll Services, Change Management, Management, Quality Assurance, Business Requirements, Software Development, ERP
Education
Algonquin College of Applied Arts and Technology 1990 — 1991
Diploma, Computer Programming
Carleton University 1983 — 1987
Bachelor, Geography
U.S. Bank July 2015 - Present
FSV Payment Systems October 2012 - July 2015
Currently seeking employment December 2011 - October 2012
ING August 2008 - December 2011
CitiStreet December 1998 - July 2008
Computer Horizons April 1996 - December 1998
EDS CANADA January 1991 - April 1996
Skills
SDLC, Business Analysis, Requirements Analysis, Vendor Management, Software Project..., SQL, Process Improvement, Visio, Outsourcing, Unix, Integration, Requirements Gathering, IT Management, Six Sigma, Risk Management, Issue Management, Process Redesign, Information Technology, Strategic Planning, Project Management, PowerBuilder, Oracle PL/SQL..., T-SQL, Microsoft Office, Healthcare Information..., CAPM, Defined Benefit, Payroll Services, Change Management, Management, Quality Assurance, Business Requirements, Software Development, ERP
Education
Algonquin College of Applied Arts and Technology 1990 — 1991
Diploma, Computer Programming
Carleton University 1983 — 1987
Bachelor, Geography
Becky Cardwell Becky Cardwell's CitiStreet Experience January 1996 - August 1997
Job National Recruiter at Oasis Staffing
Industry Staffing and Recruiting
Experience
Oasis Staffing September 1997 - Present
Citistreet January 1996 - August 1997
Wachovia March 1992 - December 1995
Skills
Accounting, Management, Human Resources, Recruiting, Marketing, Employee Benefits
Education
College of Charleston 1988 — 1991
B.S. in Business Administration, Business
University of Tennessee-Knoxville
Oasis Staffing September 1997 - Present
Citistreet January 1996 - August 1997
Wachovia March 1992 - December 1995
Skills
Accounting, Management, Human Resources, Recruiting, Marketing, Employee Benefits
Education
College of Charleston 1988 — 1991
B.S. in Business Administration, Business
University of Tennessee-Knoxville
Eileen Barcomb's CitiStreet Experience March 1997 - June 2002
Job Practice Mgmt Team Lead at BJC Medical Group
Industry Hospital & Health Care
Experience
BJC Medical Group January 2014 - Present
BJC Medical Group February 2012 - Present
BJC Medical Group January 2006 - November 2011
BJC Medical Group November 2003 - January 2006
CitiStreet March 1997 - June 2002
USF Red Star February 1981 - January 1997
United States Army Reserve July 1976 - June 1996
Skills
EHR, Leadership, EMR, Budgets, Management, EHR Certified In NextGen, Customer Service, Budget Preparation, Budget Tracking, Managing Employees, Revenue Cycle, Process Improvement, Strategic Planning, Healthcare, Six Sigma, Project Management, Healthcare Information..., Microsoft Office, Hospitals, HIPAA, Leading Change, Team Building, Change Management, Informatics, Visio, Analysis, Healthcare Consulting, Business Analysis, Organizing, Managing Processes, Account Management, Team Leadership, Performance Management, Operations Management, Business Planning, Leadership Development, HL7, Healthcare Management, Training, Software Documentation
Education
SUNY Empire State College 1990 — 1996
BS, Business Admin
Cayuga County Community College 1985 — 1989
Associates, Business Admin
BJC Learning Institute
Continuing Leadership Education, BJC Leadership Courses
BJC Medical Group January 2014 - Present
BJC Medical Group February 2012 - Present
BJC Medical Group January 2006 - November 2011
BJC Medical Group November 2003 - January 2006
CitiStreet March 1997 - June 2002
USF Red Star February 1981 - January 1997
United States Army Reserve July 1976 - June 1996
Skills
EHR, Leadership, EMR, Budgets, Management, EHR Certified In NextGen, Customer Service, Budget Preparation, Budget Tracking, Managing Employees, Revenue Cycle, Process Improvement, Strategic Planning, Healthcare, Six Sigma, Project Management, Healthcare Information..., Microsoft Office, Hospitals, HIPAA, Leading Change, Team Building, Change Management, Informatics, Visio, Analysis, Healthcare Consulting, Business Analysis, Organizing, Managing Processes, Account Management, Team Leadership, Performance Management, Operations Management, Business Planning, Leadership Development, HL7, Healthcare Management, Training, Software Documentation
Education
SUNY Empire State College 1990 — 1996
BS, Business Admin
Cayuga County Community College 1985 — 1989
Associates, Business Admin
BJC Learning Institute
Continuing Leadership Education, BJC Leadership Courses
Katy MacDonald, SHRM-CP's CitiStreet Experience December 2000 - April 2006
Job Sr. Human Resources Generalist at Avedis Zildjian Company
Industry Human Resources
Experience
Avedis Zildjian Company September 2015 - Present
Avedis Zildjian Company October 2012 - Present
Princess House April 2006 - October 2012
CitiStreet December 2000 - April 2006
All Seasons Services July 2000 - December 2000
Skills
HRIS, Employee Relations, Recruiting, Wellness, Employee Benefits, Human Resources, Benefits Administration, Succession Planning, Employee Engagement, Performance Management, Talent Acquisition, Talent Management, Employment Law, Payroll, Interviews, Personnel Management, Background Checks, Onboarding, New Hire Orientations, FMLA, Leadership, Job Descriptions, Compensation
Education
Curry College 2014 — 2015
Human Resource Management Certificate, Human Resources Management/Personnel Administration, General
Curry College 2010 — 2012
Human Resources Certificate, Human Resources, GPA: 3.94
Framingham State University 1996 — 2000
Bachelor of Science, Family & Consumer Science, Concentration in Professional Communication with a Business Emphasis
Whitman-Hanson
Avedis Zildjian Company September 2015 - Present
Avedis Zildjian Company October 2012 - Present
Princess House April 2006 - October 2012
CitiStreet December 2000 - April 2006
All Seasons Services July 2000 - December 2000
Skills
HRIS, Employee Relations, Recruiting, Wellness, Employee Benefits, Human Resources, Benefits Administration, Succession Planning, Employee Engagement, Performance Management, Talent Acquisition, Talent Management, Employment Law, Payroll, Interviews, Personnel Management, Background Checks, Onboarding, New Hire Orientations, FMLA, Leadership, Job Descriptions, Compensation
Education
Curry College 2014 — 2015
Human Resource Management Certificate, Human Resources Management/Personnel Administration, General
Curry College 2010 — 2012
Human Resources Certificate, Human Resources, GPA: 3.94
Framingham State University 1996 — 2000
Bachelor of Science, Family & Consumer Science, Concentration in Professional Communication with a Business Emphasis
Whitman-Hanson
Douglas Scibeck Douglas Scibeck's CitiStreet Experience 2003 - 2006
Job Fiscal Policy Analyst at Commonwealth of Massachusetts
Industry Financial Services
Experience
Commonwealth of Massachusetts September 2015 - Present
Scibeck Writing 2014 - Present
Delaware Life 2011 - March 2015
Boston Financial Investment Management (formerly MMA Financial) 2008 - 2009
Boston Financial Data Services February 2006 - October 2008
CitiStreet 2003 - 2006
Financial Consulting Assignments via KForce 2002 - 2003
Pioneer Investments 2001 - 2002
Skills
Financial Analysis, Analysis, Journalism, Writing, Financial Reporting, Finance, Financial Services, Account Reconciliation, NAIC regulations, Insurance Regulatory, Financial Modeling, NAIC reporting, SEC filings, Asset Reporting, Bloomberg, Data Analysis, Economics, Financial Regulation, Mutual Funds, Essbase, Reporting & Analysis, Reporting Systems, Retirement plan..., EDGAR filings, Investments, Process Improvement
Education
University of London 2007 — 2009
Master of Science (MSc), Financial Economics
Boston University 1994 — 1997
MA, Psychology
University of Tampa 1987 — 1991
Bachelor of Arts (BA), Psychology
Commonwealth of Massachusetts September 2015 - Present
Scibeck Writing 2014 - Present
Delaware Life 2011 - March 2015
Boston Financial Investment Management (formerly MMA Financial) 2008 - 2009
Boston Financial Data Services February 2006 - October 2008
CitiStreet 2003 - 2006
Financial Consulting Assignments via KForce 2002 - 2003
Pioneer Investments 2001 - 2002
Skills
Financial Analysis, Analysis, Journalism, Writing, Financial Reporting, Finance, Financial Services, Account Reconciliation, NAIC regulations, Insurance Regulatory, Financial Modeling, NAIC reporting, SEC filings, Asset Reporting, Bloomberg, Data Analysis, Economics, Financial Regulation, Mutual Funds, Essbase, Reporting & Analysis, Reporting Systems, Retirement plan..., EDGAR filings, Investments, Process Improvement
Education
University of London 2007 — 2009
Master of Science (MSc), Financial Economics
Boston University 1994 — 1997
MA, Psychology
University of Tampa 1987 — 1991
Bachelor of Arts (BA), Psychology
Jessica LeClair Jessica LeClair's CitiStreet Experience January 2000 - October 2004
Job Owner at LeClair Ventures LLC
Industry Investment Banking
Experience
Harbor Real Estate Partners, LLC March 2014 - Present
LeClair Ventures LLC September 2013 - Present
The Debt Exchange January 2009 - August 2013
Janus Research Group, LLC April 2008 - December 2008
Law Offices of Nicholas Roumel May 2007 - December 2007
Arruda & Beaudoin September 2004 - May 2005
Social Security Law Group September 2004 - May 2005
Citistreet January 2000 - October 2004
Skills
Credit, Investments, Mediation, Research, Due Diligence, Legal Writing, Management, Loans, Mortgage Lending, Financial Analysis, Microsoft Excel, Portfolio Management, Real Estate, Real Estate Economics, Asset Management, Legal Research
Education
Ave Maria School of Law 2005 — 2008
J.D. Cum Laude
University of Massachusetts Boston 1999 — 2004
BA, Spanish (Communication Studies minor)
Harbor Real Estate Partners, LLC March 2014 - Present
LeClair Ventures LLC September 2013 - Present
The Debt Exchange January 2009 - August 2013
Janus Research Group, LLC April 2008 - December 2008
Law Offices of Nicholas Roumel May 2007 - December 2007
Arruda & Beaudoin September 2004 - May 2005
Social Security Law Group September 2004 - May 2005
Citistreet January 2000 - October 2004
Skills
Credit, Investments, Mediation, Research, Due Diligence, Legal Writing, Management, Loans, Mortgage Lending, Financial Analysis, Microsoft Excel, Portfolio Management, Real Estate, Real Estate Economics, Asset Management, Legal Research
Education
Ave Maria School of Law 2005 — 2008
J.D. Cum Laude
University of Massachusetts Boston 1999 — 2004
BA, Spanish (Communication Studies minor)
Lisa Lotito Lisa Lotito's CitiStreet Experience 2005 - 2009
Job Retirement Plan Professional / Benefit and Planning Counselor at the Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group June 2013 - Present
T. Rowe Price November 2012 - May 2013
Lockton Financial Advisors/Lockton Investment Advisors April 2011 - November 2012
CitiStreet 2005 - 2009
Smith Barney 2004 - 2005
Skills
401k, Retirement Planning, Series 7, Financial Services, Qualified Retirement..., Manage Client..., Series 66, Investment Strategies, Registered Investment..., Public Speaking, Retirement, Mutual Funds, Investments, Wealth Management, Insurance, Asset Management, Financial Planning, Employee Benefits, Finance, Management
Education
California State University-Northridge 2000 — 2004
Business Administration, Finance and Real Estate
Principal Financial Group June 2013 - Present
T. Rowe Price November 2012 - May 2013
Lockton Financial Advisors/Lockton Investment Advisors April 2011 - November 2012
CitiStreet 2005 - 2009
Smith Barney 2004 - 2005
Skills
401k, Retirement Planning, Series 7, Financial Services, Qualified Retirement..., Manage Client..., Series 66, Investment Strategies, Registered Investment..., Public Speaking, Retirement, Mutual Funds, Investments, Wealth Management, Insurance, Asset Management, Financial Planning, Employee Benefits, Finance, Management
Education
California State University-Northridge 2000 — 2004
Business Administration, Finance and Real Estate
Marilyn (Wrenn) Mitchell's CitiStreet Experience 2001 - 2008
Job Business Development & Channel Relations Consultant at Voya Retirement Advisors, LLC
Industry Financial Services
Experience
Voya Retirement Advisors, LLC February 2013 - Present
ING Investment Advisors, LLC June 2010 - February 2013
ING April 2001 - July 2010
CitiStreet 2001 - 2008
Sharon Merrill Associates September 2000 - April 2001
Putnam Investments 1998 - 1999
Mercer 1998 - 1999
Skills
Registered..., Retirement, Financial Services, Business Development, Training, Relationship Management, Investments, Risk Management, Series 6, Retirement Planning, Mutual Funds, Business Analysis, Strategy, Process Improvement, Financial Advisory, Insurance, 401k, Leadership
Education
Boston College 1998 — 2000
M. Ed., Education
Dartmouth College 1992 — 1996
Bachelor of Arts, Geography
Voya Retirement Advisors, LLC February 2013 - Present
ING Investment Advisors, LLC June 2010 - February 2013
ING April 2001 - July 2010
CitiStreet 2001 - 2008
Sharon Merrill Associates September 2000 - April 2001
Putnam Investments 1998 - 1999
Mercer 1998 - 1999
Skills
Registered..., Retirement, Financial Services, Business Development, Training, Relationship Management, Investments, Risk Management, Series 6, Retirement Planning, Mutual Funds, Business Analysis, Strategy, Process Improvement, Financial Advisory, Insurance, 401k, Leadership
Education
Boston College 1998 — 2000
M. Ed., Education
Dartmouth College 1992 — 1996
Bachelor of Arts, Geography
Patrick Sherry's CitiStreet Experience 2001 - September 2006
Job @ Voya Financial
Industry Financial Services
Experience
Voya Financial April 2015 - Present
George P Johnson Experience Marketing August 2014 - April 2015
George P Johnson Experience Marketing August 2006 - August 2014
CitiStreet 2001 - September 2006
Skills
Vendor Management, Event Management, Project Management, Digital Marketing, Relationship Marketing, Marketing Strategy, Trade Shows, Social Media, Program Management, Account Management, Social Media Marketing, Event Planning, Marketing Communications, CRM
Education
Bridgewater State University 2007 — 2009
Masters, Management of Information Technology
Bridgewater State University 1990 — 1994
Bachelors, Management of Information Systems
Voya Financial April 2015 - Present
George P Johnson Experience Marketing August 2014 - April 2015
George P Johnson Experience Marketing August 2006 - August 2014
CitiStreet 2001 - September 2006
Skills
Vendor Management, Event Management, Project Management, Digital Marketing, Relationship Marketing, Marketing Strategy, Trade Shows, Social Media, Program Management, Account Management, Social Media Marketing, Event Planning, Marketing Communications, CRM
Education
Bridgewater State University 2007 — 2009
Masters, Management of Information Technology
Bridgewater State University 1990 — 1994
Bachelors, Management of Information Systems
Jonathan Uldrikis Jonathan Uldrikis's CitiStreet Experience June 2007 - June 2008
Job Onsite Education Team Manager at Voya Financial
Industry Financial Services
Experience
Voya Financial April 2014 - Present
ING U.S. February 2011 - April 2014
ING U.S. July 2008 - January 2011
CitiStreet June 2007 - June 2008
CitiStreet April 2001 - May 2007
State Street Global Advisors September 1997 - March 2001
State Street July 1996 - August 1997
Skills
Mutual Funds, Series 6, Investments, Series 63, 401k, Retirement, Series 65, Series 26, Asset Allocation, Employee Benefits, FINRA, Retirement Planning, Financial Services
Education
Bryant University 1992 — 1996
Bachelor of Science, Finance
Voya Financial April 2014 - Present
ING U.S. February 2011 - April 2014
ING U.S. July 2008 - January 2011
CitiStreet June 2007 - June 2008
CitiStreet April 2001 - May 2007
State Street Global Advisors September 1997 - March 2001
State Street July 1996 - August 1997
Skills
Mutual Funds, Series 6, Investments, Series 63, 401k, Retirement, Series 65, Series 26, Asset Allocation, Employee Benefits, FINRA, Retirement Planning, Financial Services
Education
Bryant University 1992 — 1996
Bachelor of Science, Finance
Joseph Campbell, PMP, CSPO Joseph Campbell, PMP, CSPO's CitiStreet Experience November 2004 - June 2006
Job VP, Product Manager Wholesale Technology Sales Tools Team at Wells Fargo
Industry Financial Services
Experience
Wells Fargo April 2013 - Present
Wells Fargo Securities September 2011 - April 2013
Wells Fargo Securities November 2007 - September 2011
California Administrative Office of the Courts September 2006 - October 2007
CitiStreet November 2004 - June 2006
Granite Wealth Management June 2002 - November 2004
Scudder Investments March 2001 - June 2002
Skills
PMP, Agile Project Management, Scrum, Business Process..., UML, Microsoft Dynamics CRM, Salesforce.com, Calypso, SharePoint, Capital Markets, Derivatives, Wealth Management, Business Analysis, Asset Management, Sales Process, MS Project, Visio, Government Procurement, Investment Banking, Product Marketing, Mobile Solutions, CSPO, CRM, Business Process, Strategy
Education
Bridgewater State University 2002 — 2004
M.S., Management (with a focus in Organizational Development and Project Management)
Florida Southern College 1996 — 2000
B.A., Journalism
HHS
Wells Fargo April 2013 - Present
Wells Fargo Securities September 2011 - April 2013
Wells Fargo Securities November 2007 - September 2011
California Administrative Office of the Courts September 2006 - October 2007
CitiStreet November 2004 - June 2006
Granite Wealth Management June 2002 - November 2004
Scudder Investments March 2001 - June 2002
Skills
PMP, Agile Project Management, Scrum, Business Process..., UML, Microsoft Dynamics CRM, Salesforce.com, Calypso, SharePoint, Capital Markets, Derivatives, Wealth Management, Business Analysis, Asset Management, Sales Process, MS Project, Visio, Government Procurement, Investment Banking, Product Marketing, Mobile Solutions, CSPO, CRM, Business Process, Strategy
Education
Bridgewater State University 2002 — 2004
M.S., Management (with a focus in Organizational Development and Project Management)
Florida Southern College 1996 — 2000
B.A., Journalism
HHS
Wayne Finnegan's CitiStreet Experience July 2005 - March 2009
Job Businesss Development Executive at State Street
Industry Financial Services
Experience
State Street August 2014 - Present
ING March 2009 - April 2014
CitiStreet July 2005 - March 2009
Ascensus April 2002 - June 2005
State Street September 1991 - April 2002
Education
Babson College 1982 — 1986
BS, Finance / Marketing
Noble and Greenough, Dedham, MA
State Street August 2014 - Present
ING March 2009 - April 2014
CitiStreet July 2005 - March 2009
Ascensus April 2002 - June 2005
State Street September 1991 - April 2002
Education
Babson College 1982 — 1986
BS, Finance / Marketing
Noble and Greenough, Dedham, MA
Kerri Naismith-Rothman Kerri Naismith-Rothman's CitiStreet Experience 2004 - 2008
Job Lead Recordkeeper at Voya Financial
Industry Financial Services
Experience
Voya Financial April 2014 - Present
Self January 2013 - Present
Self October 2012 - Present
Self June 2012 - Present
ING January 2010 - Present
Tupperware February 2008 - October 2012
ING January 2009 - January 2010
ING January 2008 - January 2009
CitiStreet 2004 - 2008
CitiStreet May 2000 - January 2004
Skills
Training, 401k, Flute, Musicians, Weddings, Reiki, Angel Card Readings, Mutual Funds, Employee Benefits, Investments, Microsoft Office, Customer Service, Retirement, Risk Management, Process Improvement
Education
Bridgewater State University 1992 — 1997
Bachelors, Music
Rhode Island College 1995 — 1996
Music
Norton High School 1987 — 1991
High School Diploma
Voya Financial April 2014 - Present
Self January 2013 - Present
Self October 2012 - Present
Self June 2012 - Present
ING January 2010 - Present
Tupperware February 2008 - October 2012
ING January 2009 - January 2010
ING January 2008 - January 2009
CitiStreet 2004 - 2008
CitiStreet May 2000 - January 2004
Skills
Training, 401k, Flute, Musicians, Weddings, Reiki, Angel Card Readings, Mutual Funds, Employee Benefits, Investments, Microsoft Office, Customer Service, Retirement, Risk Management, Process Improvement
Education
Bridgewater State University 1992 — 1997
Bachelors, Music
Rhode Island College 1995 — 1996
Music
Norton High School 1987 — 1991
High School Diploma
Jimmy Sparkman Jimmy Sparkman's CitiStreet Experience August 2004 - April 2007
Job Service Delivery Manager at Xerox
Industry Human Resources
Experience
Xerox March 2010 - Present
Xerox March 2013 - December 2014
ING April 2007 - March 2010
CitiStreet August 2004 - April 2007
AppWright, Inc. March 2001 - June 2004
DTR Software May 1999 - March 2001
Skills
Requirements Gathering, Project Management, Process Improvement, Business Analysis, Software Documentation, Management, Operations Management, Vendor Management, SDLC, Business Process..., Change Management, Visio, Requirements Analysis, SQL, Business Process, SharePoint, ERP, Quality Assurance, Training, Customer Service, MS Project, Data Analysis, CRM, Performance Management
Education
Kaplan University 2004 — 2009
Bachelor of Science in Business, Management
The Chubb Institute 1996 — 1998
Certificate, Networking, PC repair, SQL, JCL, AS400
County College of Morris 1991 — 1995
Associates, Accounting
Xerox March 2010 - Present
Xerox March 2013 - December 2014
ING April 2007 - March 2010
CitiStreet August 2004 - April 2007
AppWright, Inc. March 2001 - June 2004
DTR Software May 1999 - March 2001
Skills
Requirements Gathering, Project Management, Process Improvement, Business Analysis, Software Documentation, Management, Operations Management, Vendor Management, SDLC, Business Process..., Change Management, Visio, Requirements Analysis, SQL, Business Process, SharePoint, ERP, Quality Assurance, Training, Customer Service, MS Project, Data Analysis, CRM, Performance Management
Education
Kaplan University 2004 — 2009
Bachelor of Science in Business, Management
The Chubb Institute 1996 — 1998
Certificate, Networking, PC repair, SQL, JCL, AS400
County College of Morris 1991 — 1995
Associates, Accounting
Eadie Escobar-Minbiole Eadie Escobar-Minbiole's CitiStreet Experience 1995 - 2001
Job Software Engineer at Syncro
Industry Medical Devices
Experience
Syncro Technology Corp. 2005 - Present
OPEX 2002 - 2004
RCG Information Technology 1995 - 2001
CitiStreet 1995 - 2001
Topmax, Philippines January 1993 - May 1995
Software Brewers, Inc 1991 - 1992
Skills
Software Development, C++, .NET, XML, Visual Studio, SQL, Programming, Testing, Microsoft SQL Server, C, C#, Embedded Systems, Java, Software Engineering, Windows, Agile Methodologies, ASP.NET, Web Services
Education
Ateneo de Manila University 1985 — 1990
BS, Physics, Computer Engineering
Torres High School 1981 — 1985
Syncro Technology Corp. 2005 - Present
OPEX 2002 - 2004
RCG Information Technology 1995 - 2001
CitiStreet 1995 - 2001
Topmax, Philippines January 1993 - May 1995
Software Brewers, Inc 1991 - 1992
Skills
Software Development, C++, .NET, XML, Visual Studio, SQL, Programming, Testing, Microsoft SQL Server, C, C#, Embedded Systems, Java, Software Engineering, Windows, Agile Methodologies, ASP.NET, Web Services
Education
Ateneo de Manila University 1985 — 1990
BS, Physics, Computer Engineering
Torres High School 1981 — 1985
Julie Garceau Julie Garceau's CitiStreet Experience 2001 - 2008
Job 401k Accounting at Voya Financial
Industry Financial Services
Experience
Voya Financial 401k accountingING U.S.2008 - 2013
CitiStreet 2001 - 2008
State Street 2000 - 2001
Skills
Accounting, 401k, Financial Analysis, Risk Management, Financial Services
Education
Community College of Rhode Island
Voya Financial 401k accountingING U.S.2008 - 2013
CitiStreet 2001 - 2008
State Street 2000 - 2001
Skills
Accounting, 401k, Financial Analysis, Risk Management, Financial Services
Education
Community College of Rhode Island
Stephen P. Rogerson Stephen P. Rogerson's CitiStreet Experience September 2004 - October 2006
Job Security Consultant at ADT Security Services
Industry Security and Investigations
Experience
ADT Security Services September 2013 - Present
Self-employed 2008 - Present
The John Birch Society 1994 - 2013
ABM Security September 2006 - December 2007
CitiStreet September 2004 - October 2006
MIT Lincoln Laboratory April 2004 - September 2004
Day & Zimmerman for Novartis Pharmaceutical Institutes for Biomedical Research December 2002 - April 2004
AlliedBarton Security Services for Liberty Mutual Insurance Group August 1998 - December 2002
U.S. Security Associates / Sheehan Associates June 1996 - August 1998
Hudson Armored Car & Courier Service February 1991 - June 1996
Skills
Private Investigations, Security Management, Security, Physical Security, Emergency Management, Corporate Security, Team Building, Surveillance, Policy, Executive Protection, Risk Assessment, Security Operations, Customer Service, Access Control, Counterterrorism, Training, Security Clearance, Team Leadership, Security Training, Protection, Security Awareness, Police, Information Security, Enforcement, Security Audits, Military, Public Safety, Asset Protection, Background Checks, Loss Prevention, Security Sales, New Business Development, Law Enforcement, Investigation, CCTV, Leadership, Crisis Management, Internal Investigations, Business Continuity
Education
Montgomery Community College 2007 — 2009
Gunsmithing, Knife Making, & Law Enforcement Armorer, 3.8
American International Institute of Polygraph 2007 — 2008
Certification, Interviewing and interrogation training, polygraph instrumentation and psychophysiology.
Cambridge College 2001 — 2005
Master of Arts (M.A.), Business Administration and Management, General
Massasoit Community College 1983 — 1985
Associate of Science (A.S.), Law Enforcement, Investigation and Interviewing
ADT Security Services September 2013 - Present
Self-employed 2008 - Present
The John Birch Society 1994 - 2013
ABM Security September 2006 - December 2007
CitiStreet September 2004 - October 2006
MIT Lincoln Laboratory April 2004 - September 2004
Day & Zimmerman for Novartis Pharmaceutical Institutes for Biomedical Research December 2002 - April 2004
AlliedBarton Security Services for Liberty Mutual Insurance Group August 1998 - December 2002
U.S. Security Associates / Sheehan Associates June 1996 - August 1998
Hudson Armored Car & Courier Service February 1991 - June 1996
Skills
Private Investigations, Security Management, Security, Physical Security, Emergency Management, Corporate Security, Team Building, Surveillance, Policy, Executive Protection, Risk Assessment, Security Operations, Customer Service, Access Control, Counterterrorism, Training, Security Clearance, Team Leadership, Security Training, Protection, Security Awareness, Police, Information Security, Enforcement, Security Audits, Military, Public Safety, Asset Protection, Background Checks, Loss Prevention, Security Sales, New Business Development, Law Enforcement, Investigation, CCTV, Leadership, Crisis Management, Internal Investigations, Business Continuity
Education
Montgomery Community College 2007 — 2009
Gunsmithing, Knife Making, & Law Enforcement Armorer, 3.8
American International Institute of Polygraph 2007 — 2008
Certification, Interviewing and interrogation training, polygraph instrumentation and psychophysiology.
Cambridge College 2001 — 2005
Master of Arts (M.A.), Business Administration and Management, General
Massasoit Community College 1983 — 1985
Associate of Science (A.S.), Law Enforcement, Investigation and Interviewing
Stephan Dew Stephan Dew's CitiStreet Experience March 2007 - June 2010
Job Service Process Owner Change Management
Industry Financial Services
Experience
Shire Pharmaceuticals October 2014 - Present
Staples July 2014 - October 2014
ING March 2007 - June 2014
CitiStreet March 2007 - June 2010
State Street Bank July 2005 - February 2007
Skills
ITIL, Process Management, Incident Management, Business Analysis, Change Management, IT Service Management, Visio, SharePoint, Service Management, Process Improvement, Information Management, PRINCE2, Software Documentation
Education
Bridgewater State College 2003 — 2005
Bachelor, Management information Systems
University of Massachusetts, Amherst 1995 — 2000
Shire Pharmaceuticals October 2014 - Present
Staples July 2014 - October 2014
ING March 2007 - June 2014
CitiStreet March 2007 - June 2010
State Street Bank July 2005 - February 2007
Skills
ITIL, Process Management, Incident Management, Business Analysis, Change Management, IT Service Management, Visio, SharePoint, Service Management, Process Improvement, Information Management, PRINCE2, Software Documentation
Education
Bridgewater State College 2003 — 2005
Bachelor, Management information Systems
University of Massachusetts, Amherst 1995 — 2000
Paul Chong's CitiStreet Experience 1992 - 2001
Job Senior Vice President, Retirement Services at CUNA Mutual Group
Industry Financial Services
Experience
CUNA Mutual Group January 2013 - Present
UBS January 2011 - August 2012
RBP of Florida LLC July 2004 - December 2010
Prudential Financial September 2001 - June 2004
CitiStreet 1992 - 2001
Travelers Life & Annuity 1988 - 1992
Education
Boston University 1982 — 1986
BA, Broadcasting & Film
CUNA Mutual Group January 2013 - Present
UBS January 2011 - August 2012
RBP of Florida LLC July 2004 - December 2010
Prudential Financial September 2001 - June 2004
CitiStreet 1992 - 2001
Travelers Life & Annuity 1988 - 1992
Education
Boston University 1982 — 1986
BA, Broadcasting & Film
Jason Prew CLF®, CLTC Jason Prew CLF®, CLTC's CitiStreet Experience April 2001 - August 2003
Job Branch Sales Manager at Bankers Life
Industry Insurance
Experience
National Independent Broker Dealer 2014 - Present
Bankers Life August 2009 - Present
Bankers Life and Casualty Company February 2006 - July 2009
Bankers Life and Casualty Company September 2003 - January 2006
CitiStreet April 2001 - August 2003
United States Marine Corps September 1993 - September 1997
Skills
Leadership, Life Insurance, Customer Service, Medicare, Insurance, Property & Casualty..., Retirement, Fixed Annuities, Training, Cold Calling, Finance, Underwriting, Relationship Management, Mutual Funds, Employee Benefits, Public Speaking, Health Insurance, Long Term Care Insurance, Universal Life, Whole Life, Management, Sales
Education
Bryant University 1997 — 2000
Bachelor's degree, Finance
National Independent Broker Dealer 2014 - Present
Bankers Life August 2009 - Present
Bankers Life and Casualty Company February 2006 - July 2009
Bankers Life and Casualty Company September 2003 - January 2006
CitiStreet April 2001 - August 2003
United States Marine Corps September 1993 - September 1997
Skills
Leadership, Life Insurance, Customer Service, Medicare, Insurance, Property & Casualty..., Retirement, Fixed Annuities, Training, Cold Calling, Finance, Underwriting, Relationship Management, Mutual Funds, Employee Benefits, Public Speaking, Health Insurance, Long Term Care Insurance, Universal Life, Whole Life, Management, Sales
Education
Bryant University 1997 — 2000
Bachelor's degree, Finance
Frank J Kortenkaemper Jr. Frank J Kortenkaemper Jr.'s CitiStreet Experience May 2007 - June 2008
Job Pension Consultant at AFC Pensions
Industry Financial Services
Experience
AFC Pensions January 2014 - Present
Sentinel Benefits & Financial Group May 2011 - January 2014
ING Advisors Network June 2007 - June 2011
ING June 2007 - June 2011
CitiStreet May 2007 - June 2008
Angell Pension Group April 2004 - June 2007
Tofias 2000 - 2004
TruStar Solutions 2000 - 2001
Skills
Pensions, Customer Relations, Excel, Microsoft Office, Word, Strategic Planning, Problem Solving, Microsoft Excel, CRM, Management, Project Management, Training, Customer Service, Financial Analysis, ERISA, Retirement Planning, 401k, Microsoft Word, Retirement, Financial Services
Education
Salve Regina University 2003 — 2008
MBA, Finance, General
Bentley University 1992 — 1996
AFC Pensions January 2014 - Present
Sentinel Benefits & Financial Group May 2011 - January 2014
ING Advisors Network June 2007 - June 2011
ING June 2007 - June 2011
CitiStreet May 2007 - June 2008
Angell Pension Group April 2004 - June 2007
Tofias 2000 - 2004
TruStar Solutions 2000 - 2001
Skills
Pensions, Customer Relations, Excel, Microsoft Office, Word, Strategic Planning, Problem Solving, Microsoft Excel, CRM, Management, Project Management, Training, Customer Service, Financial Analysis, ERISA, Retirement Planning, 401k, Microsoft Word, Retirement, Financial Services
Education
Salve Regina University 2003 — 2008
MBA, Finance, General
Bentley University 1992 — 1996
Umer Ahmed Umer Ahmed's CitiStreet Experience January 2007 - September 2008
Job DBA at Businessolver
Industry Health, Wellness and Fitness
Experience
Businessolver September 2014 - Present
Xerox December 2010 - August 2014
ING August 2008 - November 2010
CitiStreet January 2007 - September 2008
Green Cove Petro July 2005 - December 2006
Gardner's Market May 2004 - May 2005
Skills
Databases, Data Analysis, Access, Business Analysis, SQL, MS Project, Visio, Requirements Analysis, Analysis, SharePoint, Project Management, Oracle 9i, Process Improvement, Team Leadership, Business Intelligence, ETL, Unix
Education
Jacksonville University 2009 — 2011
MBA, Marketing
University of North Florida 2000 — 2004
BSc, Computer Information Systems
Bahria University 1999 — 2000
BBA, Business Administration
University of the Punjab, Lahore 1996 — 1998
BSc, Mathematics & Statistics
Businessolver September 2014 - Present
Xerox December 2010 - August 2014
ING August 2008 - November 2010
CitiStreet January 2007 - September 2008
Green Cove Petro July 2005 - December 2006
Gardner's Market May 2004 - May 2005
Skills
Databases, Data Analysis, Access, Business Analysis, SQL, MS Project, Visio, Requirements Analysis, Analysis, SharePoint, Project Management, Oracle 9i, Process Improvement, Team Leadership, Business Intelligence, ETL, Unix
Education
Jacksonville University 2009 — 2011
MBA, Marketing
University of North Florida 2000 — 2004
BSc, Computer Information Systems
Bahria University 1999 — 2000
BBA, Business Administration
University of the Punjab, Lahore 1996 — 1998
BSc, Mathematics & Statistics
Kenje Mallot Kenje Mallot's CitiStreet Experience April 2005 - July 2008
Job Retirement Solutions
Industry Financial Services
Experience
Aon Hewitt June 2014 - Present
Voya Financial January 2014 - June 2014
ING July 2008 - June 2014
CitiStreet April 2005 - July 2008
CitiStreet August 2001 - April 2005
State Street August 1997 - August 2001
Education
Concordia College 1992 — 1996
BA, Elementary Education
Aon Hewitt June 2014 - Present
Voya Financial January 2014 - June 2014
ING July 2008 - June 2014
CitiStreet April 2005 - July 2008
CitiStreet August 2001 - April 2005
State Street August 1997 - August 2001
Education
Concordia College 1992 — 1996
BA, Elementary Education
Patricia Bean, PHR, SHRM-CP's CitiStreet Experience 1999 - 2005
Job Vice President, Eastern Benefits Group
Industry Insurance
Experience
Eastern Benefits Group March 2005 - Present
South Shore Workforce Investment Board March 2014 - Present
Athena International 2010 - Present
South Shore Natural Science Center, a SS YMCA entity January 2009 - January 2014
South Shore Chamber of Commerce January 2007 - January 2014
South Shore Chamber of Commerce January 2010 - December 2010
AIM HR Roundtable 2005 - 2010
CitiStreet 1999 - 2005
Putnam Investments 1996 - 1999
Aetna 1983 - 1996
Skills
Compliance, Employee Benefits, Benefits, Health, Dental, 401k, Insurance, Competitive Analysis, Health Insurance, Employee Relations, Leadership Development, Dentistry, Strategic Planning, Non-profits, Human Resources, Nonprofits, Disability Insurance, Payroll, Small Business, Fundraising, Leadership, Organizational..., Coaching, CRM, Benefits Administration, Program Management, Training, Life Insurance, Underwriting, Strategy, Workers Compensation, Account Management, Time Management, Sales, Health Savings Accounts, Mergers & Acquisitions, Brokers, Administration, Long-term Care, Defined Benefit, Deferred Compensation, Medicare, Managed Care, Term Life Insurance, Executive Management, ERISA, FMLA, COBRA, Succession Planning, Property & Casualty...
Education
Whitman Hanson RHS
WHRHS
WHRHS
University of Phoenix 2003 — 2007
Bachelor of Science (BS), Business Management
Curry College 2014 — 2014
PHR, Human Resources Management and Services
Eastern Benefits Group March 2005 - Present
South Shore Workforce Investment Board March 2014 - Present
Athena International 2010 - Present
South Shore Natural Science Center, a SS YMCA entity January 2009 - January 2014
South Shore Chamber of Commerce January 2007 - January 2014
South Shore Chamber of Commerce January 2010 - December 2010
AIM HR Roundtable 2005 - 2010
CitiStreet 1999 - 2005
Putnam Investments 1996 - 1999
Aetna 1983 - 1996
Skills
Compliance, Employee Benefits, Benefits, Health, Dental, 401k, Insurance, Competitive Analysis, Health Insurance, Employee Relations, Leadership Development, Dentistry, Strategic Planning, Non-profits, Human Resources, Nonprofits, Disability Insurance, Payroll, Small Business, Fundraising, Leadership, Organizational..., Coaching, CRM, Benefits Administration, Program Management, Training, Life Insurance, Underwriting, Strategy, Workers Compensation, Account Management, Time Management, Sales, Health Savings Accounts, Mergers & Acquisitions, Brokers, Administration, Long-term Care, Defined Benefit, Deferred Compensation, Medicare, Managed Care, Term Life Insurance, Executive Management, ERISA, FMLA, COBRA, Succession Planning, Property & Casualty...
Education
Whitman Hanson RHS
WHRHS
WHRHS
University of Phoenix 2003 — 2007
Bachelor of Science (BS), Business Management
Curry College 2014 — 2014
PHR, Human Resources Management and Services
Kevin Cullen Kevin Cullen's CitiStreet Experience July 1999 - June 2006
Job HR Outsourcing Project Manager at NorthgateArinso
Industry Outsourcing/Offshoring
Experience
NorthgateArinso June 2010 - Present
Convergys June 2006 - June 2010
CitiStreet July 1999 - June 2006
Wellspring Resources April 1995 - July 1999
Towers Watson (formerly Watson Wyatt & Company) August 1986 - April 1995
Skills
Outsourcing, Vendor Management, Process Improvement, BPO, SDLC, Employee Benefits, SAP HR, Project Management, Business Requirements, Functional..., Quality Assurance, Test Management, Human Resources, Retirement Benefits, Defined Benefit, Data Analysis, Remediation, Microsoft Office, Benefits Administration, HRO, Data Reconciliation, Business Analysis, Performance Management, Management, Business Process..., Change Management
Education
Baldwin Wallace University 1975 — 1979
BS, Mathematics, Chemistry
NorthgateArinso June 2010 - Present
Convergys June 2006 - June 2010
CitiStreet July 1999 - June 2006
Wellspring Resources April 1995 - July 1999
Towers Watson (formerly Watson Wyatt & Company) August 1986 - April 1995
Skills
Outsourcing, Vendor Management, Process Improvement, BPO, SDLC, Employee Benefits, SAP HR, Project Management, Business Requirements, Functional..., Quality Assurance, Test Management, Human Resources, Retirement Benefits, Defined Benefit, Data Analysis, Remediation, Microsoft Office, Benefits Administration, HRO, Data Reconciliation, Business Analysis, Performance Management, Management, Business Process..., Change Management
Education
Baldwin Wallace University 1975 — 1979
BS, Mathematics, Chemistry
Bob Dawson,CFP Bob Dawson,CFP's CitiStreet Experience 2003 - 2008
Job Financial Advisor, CFP
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2012 - Present
AonHewitt November 2010 - December 2011
ING July 2008 - June 2009
CitiStreet 2003 - 2008
CitiStreet 2001 - 2002
State Street Global Advisors 1994 - 2000
State Street 1990 - 1993
Wang Labs 1981 - 1989
International Business Machines 1977 - 1981
Education
Boston University 1975 — 1977
MBA, Finance & Marketing
Colgate University 1970 — 1974
BA, Pol Sci. and History
Ameriprise Financial Services, Inc. April 2012 - Present
AonHewitt November 2010 - December 2011
ING July 2008 - June 2009
CitiStreet 2003 - 2008
CitiStreet 2001 - 2002
State Street Global Advisors 1994 - 2000
State Street 1990 - 1993
Wang Labs 1981 - 1989
International Business Machines 1977 - 1981
Education
Boston University 1975 — 1977
MBA, Finance & Marketing
Colgate University 1970 — 1974
BA, Pol Sci. and History
Adrienne Symans's CitiStreet Experience May 1998 - January 2002
Job Financial Analyst at Sail Energy LLC
Industry Management Consulting
Experience
Sail Energy, LLC June 2014 - Present
Kloudhaven, LLC January 2013 - June 2014
Cardinal Health January 2002 - March 2003
CitiStreet May 1998 - January 2002
Skills
Salesforce.com, Business Development, Commissioning, Financial Analysis, Forecasting, Financial Modeling, Business Analysis, Account Management, Sales Operations, Competitive Analysis, Strategic Planning, Pricing, Finance, Leadership, Process Improvement, CRM, Sales
Education
Boston University 1999 — 2001
Master of Science (M.S.), Financial Economics
Bridgewater State College 1994 — 1998
Bachelor of Science (B.S.), Finance
Sail Energy, LLC June 2014 - Present
Kloudhaven, LLC January 2013 - June 2014
Cardinal Health January 2002 - March 2003
CitiStreet May 1998 - January 2002
Skills
Salesforce.com, Business Development, Commissioning, Financial Analysis, Forecasting, Financial Modeling, Business Analysis, Account Management, Sales Operations, Competitive Analysis, Strategic Planning, Pricing, Finance, Leadership, Process Improvement, CRM, Sales
Education
Boston University 1999 — 2001
Master of Science (M.S.), Financial Economics
Bridgewater State College 1994 — 1998
Bachelor of Science (B.S.), Finance
Amy Gengler's CitiStreet Experience November 2000 - October 2005
Job Business Analyst
Industry Financial Services
Experience
Voya Financial June 2010 - Present
ING June 2009 - June 2010
CitiStreet/ING October 2005 - June 2009
CitiStreet November 2000 - October 2005
Skills
Banking, 401k, Risk Management, Financial Services, Mutual Funds, Relationship Management, Series 7, Pensions, Investments, Financial Analysis, Business Analysis, Analysis, Vendor Management
Education
Boston College 1992 — 1996
BA, Economics
Shoreham Wading River
Voya Financial June 2010 - Present
ING June 2009 - June 2010
CitiStreet/ING October 2005 - June 2009
CitiStreet November 2000 - October 2005
Skills
Banking, 401k, Risk Management, Financial Services, Mutual Funds, Relationship Management, Series 7, Pensions, Investments, Financial Analysis, Business Analysis, Analysis, Vendor Management
Education
Boston College 1992 — 1996
BA, Economics
Shoreham Wading River
Josae K. Wilson, MAOM, PMP, ITIL Josae K. Wilson, MAOM, PMP, ITIL's CitiStreet Experience 2002 - 2005
Job Program Manager Marketing PMO at Verizon Wireless
Industry Management Consulting
Experience
Verizon Wireless September 2012 - Present
Accenture August 2010 - September 2012
CA, Inc. December 2007 - August 2010
The IQ Business Group 2005 - 2006
CitiStreet 2002 - 2005
Skills
Defined Benefit Systems..., Project Management, Resource Management, Capacity Planning, Project Portfolio..., System Development Life..., Requirements Gathering, Process Engineering, Agile & Waterfall..., Process Metrics, Organizational Change..., Process Governance, Project, Program &..., Implementation Roadmap..., Business Analysis, Change Management, Leadership, Project Portfolio..., SDLC, Process Improvement, Vendor Management, Program Management, Clarity, Enterprise Software, Business Process..., PMO, Programme Governance, Portfolio Management, Performance Metrics, Business Process, Consulting, Management, CRM
Education
Ashford University 2011 — 2013
Master of Arts (MA), Organizational Management
Bloomfield College 1993 — 1995
BA, English Literature
Centenary College 1990 — 1992
Associate, Liberal Arts
Verizon Wireless September 2012 - Present
Accenture August 2010 - September 2012
CA, Inc. December 2007 - August 2010
The IQ Business Group 2005 - 2006
CitiStreet 2002 - 2005
Skills
Defined Benefit Systems..., Project Management, Resource Management, Capacity Planning, Project Portfolio..., System Development Life..., Requirements Gathering, Process Engineering, Agile & Waterfall..., Process Metrics, Organizational Change..., Process Governance, Project, Program &..., Implementation Roadmap..., Business Analysis, Change Management, Leadership, Project Portfolio..., SDLC, Process Improvement, Vendor Management, Program Management, Clarity, Enterprise Software, Business Process..., PMO, Programme Governance, Portfolio Management, Performance Metrics, Business Process, Consulting, Management, CRM
Education
Ashford University 2011 — 2013
Master of Arts (MA), Organizational Management
Bloomfield College 1993 — 1995
BA, English Literature
Centenary College 1990 — 1992
Associate, Liberal Arts
Patrick Lovett Patrick Lovett's CitiStreet Experience September 2004 - August 2005
Job AVP, Customer Relationship and Operations at ING
Industry Financial Services
Experience
ING August 2005 - Present
CitiStreet September 2004 - August 2005
CitiStreet November 2001 - September 2004
American Fiduciary Corporation June 1998 - November 2001
Skills
Employee Benefits, OmniPlus, Microsoft Excel, Payroll, Process Improvement, Financial Analysis, Project Management, CRM, Defined Benefit, Finance, Retirement Planning, Pensions, Mutual Funds, Risk Management, Financial Services, Management
Education
Northeastern University 2005 — 2006
Graduate Certificate, Financial Markets and Institutions
Bentley University 1998 — 2001
Certification, Pension and Employee Benefits Administration
College of the Holy Cross 1994 — 1998
Bachelor of Arts, Mathematics Major, Economics Minor
Milton High School 1990 — 1994
ING August 2005 - Present
CitiStreet September 2004 - August 2005
CitiStreet November 2001 - September 2004
American Fiduciary Corporation June 1998 - November 2001
Skills
Employee Benefits, OmniPlus, Microsoft Excel, Payroll, Process Improvement, Financial Analysis, Project Management, CRM, Defined Benefit, Finance, Retirement Planning, Pensions, Mutual Funds, Risk Management, Financial Services, Management
Education
Northeastern University 2005 — 2006
Graduate Certificate, Financial Markets and Institutions
Bentley University 1998 — 2001
Certification, Pension and Employee Benefits Administration
College of the Holy Cross 1994 — 1998
Bachelor of Arts, Mathematics Major, Economics Minor
Milton High School 1990 — 1994
Erin Schaffner Erin Schaffner's CitiStreet Experience April 2005 - May 2008
Job Pharmacy Technician
Industry Hospital & Health Care
Experience
Walgreens April 2014 - Present
iLoan April 2013 - January 2014
Edward Jones Mortgage December 2012 - March 2013
Wells Fargo Home Mortgage December 2010 - January 2013
HCA June 2009 - December 2010
Account Temps / Arnold Transportation October 2008 - December 2008
CitiStreet April 2005 - May 2008
Account Temps (CitiStreet) November 2004 - April 2005
Specialtytools.com December 2003 - November 2004
Skills
Defined Benefit, FMLA, Retirement, FHA financing, VA Financing, Government Loans, Purchase Financing, Refinance, Microsoft Office, Microsoft Excel, Microsoft Word, LIS, Written Communication, Customer Service, Cactus, Mortgage Lending, Residential Mortgages, VA loans, Loans, FHA, Call Centers, Loan Origination, Underwriting, Mortgage Banking, Credit, Mortgage Underwriting, Real Estate, Payroll, Software Documentation, Leadership, Process Improvement, Training, Insurance
Education
University of North Florida 1999 — 2001
Business Management
Allen D. Nease High School St 1997 — 1999
Diploma
Colorado Technical University
Criminal Justice
Walgreens April 2014 - Present
iLoan April 2013 - January 2014
Edward Jones Mortgage December 2012 - March 2013
Wells Fargo Home Mortgage December 2010 - January 2013
HCA June 2009 - December 2010
Account Temps / Arnold Transportation October 2008 - December 2008
CitiStreet April 2005 - May 2008
Account Temps (CitiStreet) November 2004 - April 2005
Specialtytools.com December 2003 - November 2004
Skills
Defined Benefit, FMLA, Retirement, FHA financing, VA Financing, Government Loans, Purchase Financing, Refinance, Microsoft Office, Microsoft Excel, Microsoft Word, LIS, Written Communication, Customer Service, Cactus, Mortgage Lending, Residential Mortgages, VA loans, Loans, FHA, Call Centers, Loan Origination, Underwriting, Mortgage Banking, Credit, Mortgage Underwriting, Real Estate, Payroll, Software Documentation, Leadership, Process Improvement, Training, Insurance
Education
University of North Florida 1999 — 2001
Business Management
Allen D. Nease High School St 1997 — 1999
Diploma
Colorado Technical University
Criminal Justice
Christopher Yorke Christopher Yorke's CitiStreet Experience April 2000 - July 2008
Job Working to help Americans save money and retire with dignity.
Industry Financial Services
Experience
Associated Pension Consultants, Inc. November 2011 - Present
The Benefit Practice November 2010 - November 2011
ING July 2008 - July 2010
Citistreet April 2000 - July 2008
Smith Barney October 1995 - May 2000
Prudential Securities October 1993 - October 1995
Skills
401k, Retirement Planning, Investments, Retirement, Series 63, Employee Benefits, Sales, Financial Services
Education
Adelphi University 1987 — 1991
BA, Marketing
Saint Francis Prep High School 1983 — 1987
Associated Pension Consultants, Inc. November 2011 - Present
The Benefit Practice November 2010 - November 2011
ING July 2008 - July 2010
Citistreet April 2000 - July 2008
Smith Barney October 1995 - May 2000
Prudential Securities October 1993 - October 1995
Skills
401k, Retirement Planning, Investments, Retirement, Series 63, Employee Benefits, Sales, Financial Services
Education
Adelphi University 1987 — 1991
BA, Marketing
Saint Francis Prep High School 1983 — 1987
Lien Ho, PSMI's CitiStreet Experience November 2004 - January 2005
Job Agile Coach at State Street
Industry Financial Services
Experience
State Street June 2015 - Present
Manulife Financial December 2014 - June 2015
SunGard July 2014 - December 2014
Commonwealth Financial Network August 2013 - June 2014
TIAA-CREF February 2012 - August 2013
Enterprise Iron Financial Industry Solutions, Inc. January 2012 - August 2013
ING USA June 2010 - January 2012
ING (Formerly CitiStreet) January 2005 - December 2011
CitiStreet November 2004 - January 2005
Putnam Investments June 2003 - October 2004
Skills
Certified Scrum Master..., Project Management, Agile Project Management, Requirements Analysis, Business Requirements, Business Analysis, Process Improvement, Risk Management, SharePoint, MS Project, Microsoft Word, Leadership, Microsoft Excel, Quality Assurance, PMO, SunGuard OmniPlus..., Strategic Planning, SDLC, Team Leadership, Business Process..., Visio, Vendor Management, Banking, Software Project..., TFS, JIRA, IBM Rational Tools, Clarity, Compliance, PowerPoint, Power Image, SPARK System, Data Conversion, Vendor, Agile Methodologies, Agile coach
Education
Scrum.org 2013 — 2013
Certificate
Boston University 2008 — 2008
Certificate
Bentley University 1997 — 1999
Certificate
New England Banking Institute 1988 — 1990
Certificate
State Street June 2015 - Present
Manulife Financial December 2014 - June 2015
SunGard July 2014 - December 2014
Commonwealth Financial Network August 2013 - June 2014
TIAA-CREF February 2012 - August 2013
Enterprise Iron Financial Industry Solutions, Inc. January 2012 - August 2013
ING USA June 2010 - January 2012
ING (Formerly CitiStreet) January 2005 - December 2011
CitiStreet November 2004 - January 2005
Putnam Investments June 2003 - October 2004
Skills
Certified Scrum Master..., Project Management, Agile Project Management, Requirements Analysis, Business Requirements, Business Analysis, Process Improvement, Risk Management, SharePoint, MS Project, Microsoft Word, Leadership, Microsoft Excel, Quality Assurance, PMO, SunGuard OmniPlus..., Strategic Planning, SDLC, Team Leadership, Business Process..., Visio, Vendor Management, Banking, Software Project..., TFS, JIRA, IBM Rational Tools, Clarity, Compliance, PowerPoint, Power Image, SPARK System, Data Conversion, Vendor, Agile Methodologies, Agile coach
Education
Scrum.org 2013 — 2013
Certificate
Boston University 2008 — 2008
Certificate
Bentley University 1997 — 1999
Certificate
New England Banking Institute 1988 — 1990
Certificate
Bina Kumar Bina Kumar's CitiStreet Experience 2000 - 2003
Job Managing Director
Industry Insurance
Experience
Nationwide Retirement Solutions August 2011 - Present
Nationwide Retirement Solutions 2003 - 2011
CitiStreet 2000 - 2003
American Express Financial Advisors 1997 - 2000
Skills
Financial Services, Strategic Partnerships, Customer Retention, Insurance, Collaborative Leadership
Education
Adelphi University
Bachelor of Arts (B.A.), Economics
Stony Brook University
Economics
Nationwide Retirement Solutions August 2011 - Present
Nationwide Retirement Solutions 2003 - 2011
CitiStreet 2000 - 2003
American Express Financial Advisors 1997 - 2000
Skills
Financial Services, Strategic Partnerships, Customer Retention, Insurance, Collaborative Leadership
Education
Adelphi University
Bachelor of Arts (B.A.), Economics
Stony Brook University
Economics
Rachel Mulhern Rachel Mulhern's CitiStreet Experience September 2007 - May 2008
Job Client Service Associate at Polaris Capital Management, LLC
Industry Investment Management
Experience
Polaris Capital Management, LLC May 2013 - Present
Polaris Capital Management, LLC April 2010 - May 2013
Boston Investor Services, Inc. August 2009 - April 2010
CitiStreet September 2007 - May 2008
CitiStreet March 2006 - September 2007
CitiStreet September 2004 - March 2006
Skills
Customer Service, Event Planning, Financial Analysis, Microsoft Word, Strategic Planning, Notary Public, Corporate Communications, Organizational..., Leadership, Big-picture Thinking, Big Picture View, Team Building, Investments, Sales, Time Management, PowerPoint, Research, Microsoft Office, Social Media, Microsoft Excel
Education
Canisius College
Bachelor's Degree, Marketing
Archbishop Williams High School
Newton Country Day School
Polaris Capital Management, LLC May 2013 - Present
Polaris Capital Management, LLC April 2010 - May 2013
Boston Investor Services, Inc. August 2009 - April 2010
CitiStreet September 2007 - May 2008
CitiStreet March 2006 - September 2007
CitiStreet September 2004 - March 2006
Skills
Customer Service, Event Planning, Financial Analysis, Microsoft Word, Strategic Planning, Notary Public, Corporate Communications, Organizational..., Leadership, Big-picture Thinking, Big Picture View, Team Building, Investments, Sales, Time Management, PowerPoint, Research, Microsoft Office, Social Media, Microsoft Excel
Education
Canisius College
Bachelor's Degree, Marketing
Archbishop Williams High School
Newton Country Day School
Jennifer Wojcik Stein's CitiStreet Experience 1999 - 2006
Job Communication and Change Management Consultant at Towers Watson
Industry Human Resources
Experience
Towers Watson September 2006 - Present
CitiStreet 1999 - 2006
New York Life Benefit Services September 1995 - September 1999
CIGNA June 1994 - September 1996
Skills
Retirement, Pensions, Employee Benefits, Newsletters, Benefits, Writing, Corporate Communications, Change Management, Healthcare, Employee Engagement, Copywriting, Strategic Communications
Education
Simmons College 2004 — 2007
MS, Communications Management
Brandeis University 1990 — 1994
B.A., English
Chamber of Commerce
Chamber of Commerce
The University of Stirling
Towers Watson September 2006 - Present
CitiStreet 1999 - 2006
New York Life Benefit Services September 1995 - September 1999
CIGNA June 1994 - September 1996
Skills
Retirement, Pensions, Employee Benefits, Newsletters, Benefits, Writing, Corporate Communications, Change Management, Healthcare, Employee Engagement, Copywriting, Strategic Communications
Education
Simmons College 2004 — 2007
MS, Communications Management
Brandeis University 1990 — 1994
B.A., English
Chamber of Commerce
Chamber of Commerce
The University of Stirling
Bill Machado's CitiStreet Experience December 2002 - July 2004
Job Retirement Plan Consultant AEPG Wealth Strategies
Industry Financial Services
Experience
AEPG® Wealth Strategies February 2015 - Present
Summit Medical Group of New Jersey March 2012 - February 2015
Mutual of America September 2007 - April 2009
City National Bank March 2006 - June 2007
ADP July 2004 - December 2005
CitiStreet December 2002 - July 2004
US Trust July 1996 - July 2002
U.S. Trust 1996 - 2002
Guardian Life Insurance Co. January 1990 - July 1996
Skills
CRM, Management, Sales, Leadership, Strategic Partnerships, Business Development, Strategy, Mutual Funds, Relationship Management, Sales Process, 401k, Cross-functional Team..., Financial Services, Selling, Contract Negotiation, Marketing, Investments, Customer Service, Social Networking, Retirement Planning, Employee Benefits
Education
State University of New York at Albany
Business Administration
William Paterson University of New Jersey
Certificate, Dynamics of Organizational Change
National Association of State Boards of Accountancy
Certificate of Continuing Ed on Retirement Planning
NYU School of Professional Studies
Certificate of Business Administration
AEPG® Wealth Strategies February 2015 - Present
Summit Medical Group of New Jersey March 2012 - February 2015
Mutual of America September 2007 - April 2009
City National Bank March 2006 - June 2007
ADP July 2004 - December 2005
CitiStreet December 2002 - July 2004
US Trust July 1996 - July 2002
U.S. Trust 1996 - 2002
Guardian Life Insurance Co. January 1990 - July 1996
Skills
CRM, Management, Sales, Leadership, Strategic Partnerships, Business Development, Strategy, Mutual Funds, Relationship Management, Sales Process, 401k, Cross-functional Team..., Financial Services, Selling, Contract Negotiation, Marketing, Investments, Customer Service, Social Networking, Retirement Planning, Employee Benefits
Education
State University of New York at Albany
Business Administration
William Paterson University of New Jersey
Certificate, Dynamics of Organizational Change
National Association of State Boards of Accountancy
Certificate of Continuing Ed on Retirement Planning
NYU School of Professional Studies
Certificate of Business Administration
GEORGE KEVIN HYNES, CRPC, CMFC, CRPS GEORGE KEVIN HYNES, CRPC, CMFC, CRPS's CitiStreet Experience April 2000 - October 2003
Job Branch Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade June 2015 - Present
E*TRADE Financial Corporation February 2014 - June 2015
ING U.S. November 2011 - January 2014
Columbia Management January 2011 - November 2011
Fidelity Investments November 2003 - August 2010
CitiStreet April 2000 - October 2003
State Street May 1997 - April 2000
Skills
Series 7, Series 6, Series 65, Series 63, CRPC, CMFC, CRPS, Investment Advisory, Wealth Management, Refereeing, Drums, Stock Trading
Education
Bridgewater State University
Bachelor of Communication
Bryant University
Certified Financial Planning Certificate, Financial Planning and Services
TD Ameritrade June 2015 - Present
E*TRADE Financial Corporation February 2014 - June 2015
ING U.S. November 2011 - January 2014
Columbia Management January 2011 - November 2011
Fidelity Investments November 2003 - August 2010
CitiStreet April 2000 - October 2003
State Street May 1997 - April 2000
Skills
Series 7, Series 6, Series 65, Series 63, CRPC, CMFC, CRPS, Investment Advisory, Wealth Management, Refereeing, Drums, Stock Trading
Education
Bridgewater State University
Bachelor of Communication
Bryant University
Certified Financial Planning Certificate, Financial Planning and Services
Steven Martin, MBA Steven Martin, MBA's CitiStreet Experience June 2007 - December 2009
Job Payroll Administrator Team Lead
Industry Financial Services
Experience
BlueStar Retirement Services, Inc. March 2011 - Present
ING January 2010 - July 2011
Citistreet June 2007 - December 2009
The First Tee of Jacksonville 2007 - 2007
Regency Centers 2006 - 2007
CaddieMaster 2006 - 2006
PGA Tour 2005 - 2005
Florida House of Representatives 2005 - 2005
American Golf Corporation 2005 - 2005
United States Marine Corps 1998 - 2003
Skills
Employee Benefits, Operations Management, Process Improvement, Team Leadership, Performance Management, Leadership, Employee Relations, Customer Service, Training, Outsourcing, Time Management, Human Resources, Payroll, Team Building
Education
Florida State University - College of Business 2004 — 2005
MBA, Business Administration
Columbia College 2001 — 2003
B.S., Business Administration
Chapman University, The George L. Argyros School of Business and Economics 2001 — 2001
Organizational Leadership
BlueStar Retirement Services, Inc. March 2011 - Present
ING January 2010 - July 2011
Citistreet June 2007 - December 2009
The First Tee of Jacksonville 2007 - 2007
Regency Centers 2006 - 2007
CaddieMaster 2006 - 2006
PGA Tour 2005 - 2005
Florida House of Representatives 2005 - 2005
American Golf Corporation 2005 - 2005
United States Marine Corps 1998 - 2003
Skills
Employee Benefits, Operations Management, Process Improvement, Team Leadership, Performance Management, Leadership, Employee Relations, Customer Service, Training, Outsourcing, Time Management, Human Resources, Payroll, Team Building
Education
Florida State University - College of Business 2004 — 2005
MBA, Business Administration
Columbia College 2001 — 2003
B.S., Business Administration
Chapman University, The George L. Argyros School of Business and Economics 2001 — 2001
Organizational Leadership
Joshua Jacoby, MCR Joshua Jacoby, MCR's CitiStreet Experience January 1996 - January 2004
Job
Industry Construction
Experience
Bald Hill Builders, LLC. June 2014 - Present
Self-employed July 2013 - May 2014
DTZ August 2007 - June 2013
Fidelity Investments January 2004 - August 2007
CitiStreet January 1996 - January 2004
SSgA 1994 - 1996
Skills
Business Development, Strategic Planning, Relationship Management, Strategy, Marketing, Investments, Proposal Writing, Leadership, Analysis, New Business Development, Process Improvement, Management, Proposal Generation, Portfolio Management, Business Strategy, Asset Management, Asset Managment, Project Management, Operations Management, Financial Analysis, Account Management, Vendor Management, Program Management, Negotiation, Business Analysis, Facilities Management, Team Leadership
Education
Boston University - School of Management 1999 — 2002
Master of Business Administration (M.B.A.), Finance
University of Arizona, Eller College of Management 1988 — 1992
BSBA, Finance and Accounting
CoreNet Global
MCR
Bald Hill Builders, LLC. June 2014 - Present
Self-employed July 2013 - May 2014
DTZ August 2007 - June 2013
Fidelity Investments January 2004 - August 2007
CitiStreet January 1996 - January 2004
SSgA 1994 - 1996
Skills
Business Development, Strategic Planning, Relationship Management, Strategy, Marketing, Investments, Proposal Writing, Leadership, Analysis, New Business Development, Process Improvement, Management, Proposal Generation, Portfolio Management, Business Strategy, Asset Management, Asset Managment, Project Management, Operations Management, Financial Analysis, Account Management, Vendor Management, Program Management, Negotiation, Business Analysis, Facilities Management, Team Leadership
Education
Boston University - School of Management 1999 — 2002
Master of Business Administration (M.B.A.), Finance
University of Arizona, Eller College of Management 1988 — 1992
BSBA, Finance and Accounting
CoreNet Global
MCR
Steven Sinnott Steven Sinnott's CitiStreet Experience May 1996 - September 2001
Job Divisional Vice President at AIG
Industry Financial Services
Experience
AIG December 2014 - Present
AXA Equitable January 2014 - November 2014
MetLife Investors September 2001 - December 2013
CitiStreet May 1996 - September 2001
United Jersey Bank June 1993 - May 1996
Skills
Variable Annuities, Fixed Annuities, Mutual Funds, Public Speaking, Sales Presentations, 401k Rollovers, IRAs, Guaranteed Lifetime..., 401k, Series 6, Series 63, Life & Health Insurance..., Insurance, Investments, Roth IRA, Income Protection, Series 7, Retirement
Education
Belmont Abbey College 1983 — 1987
Bachelor of Arts (BA), Business, Management, Marketing, and Related Support Services
AIG December 2014 - Present
AXA Equitable January 2014 - November 2014
MetLife Investors September 2001 - December 2013
CitiStreet May 1996 - September 2001
United Jersey Bank June 1993 - May 1996
Skills
Variable Annuities, Fixed Annuities, Mutual Funds, Public Speaking, Sales Presentations, 401k Rollovers, IRAs, Guaranteed Lifetime..., 401k, Series 6, Series 63, Life & Health Insurance..., Insurance, Investments, Roth IRA, Income Protection, Series 7, Retirement
Education
Belmont Abbey College 1983 — 1987
Bachelor of Arts (BA), Business, Management, Marketing, and Related Support Services
Jarrod Morrison's CitiStreet Experience 2001 - 2006
Job Senior Business Analyst at ING U.S.
Industry Financial Services
Experience
Voya Financial August 2013 - Present
ING U.S. September 2001 - August 2013
CitiStreet 2001 - 2006
CitiStreet 2001 - 2006
Skills
Business Analysis, Business Requirements, Process Improvement, Mutual Funds, Financial Services
Education
Bridgewater State University 1997 — 2001
Business Administration and Management, General
Voya Financial August 2013 - Present
ING U.S. September 2001 - August 2013
CitiStreet 2001 - 2006
CitiStreet 2001 - 2006
Skills
Business Analysis, Business Requirements, Process Improvement, Mutual Funds, Financial Services
Education
Bridgewater State University 1997 — 2001
Business Administration and Management, General
Robin Sollosy Robin Sollosy's CitiStreet Experience May 2007 - June 2008
Job ITIL Service Management Consultant at GuideIT
Industry Information Technology and Services
Experience
Student Maestro January 2011 - Present
GuideIT April 2014 - November 2014
ING Investment Management (Acquired CitiStreet) August 2008 - December 2010
CitiStreet May 2007 - June 2008
National Lending Corporation 2005 - 2007
The Vantage Group 2004 - 2005
AIU Online 2002 - 2003
PFPC September 2001 - September 2002
Pioneer Investments 1986 - 2001
Skills
ITIL, Data Center, Process Improvement, Change Management, Vendor Management, Infrastructure, Business Analysis, Disaster Recovery, SDLC, IT Management, Visio, Business Continuity, Requirements Analysis, IT Strategy, Risk Management, Program Management, SharePoint, Software Project..., Business Process..., Project Management, IT Operations, Management, IT Service Management, Information Technology, Cloud Computing, Leadership, Quality Assurance, Consulting
Education
American Intercontinental University 2002 — 2003
Bachelor of Information Technology
Student Maestro January 2011 - Present
GuideIT April 2014 - November 2014
ING Investment Management (Acquired CitiStreet) August 2008 - December 2010
CitiStreet May 2007 - June 2008
National Lending Corporation 2005 - 2007
The Vantage Group 2004 - 2005
AIU Online 2002 - 2003
PFPC September 2001 - September 2002
Pioneer Investments 1986 - 2001
Skills
ITIL, Data Center, Process Improvement, Change Management, Vendor Management, Infrastructure, Business Analysis, Disaster Recovery, SDLC, IT Management, Visio, Business Continuity, Requirements Analysis, IT Strategy, Risk Management, Program Management, SharePoint, Software Project..., Business Process..., Project Management, IT Operations, Management, IT Service Management, Information Technology, Cloud Computing, Leadership, Quality Assurance, Consulting
Education
American Intercontinental University 2002 — 2003
Bachelor of Information Technology
Abbey McLennan Abbey McLennan's CitiStreet Experience May 2006 - August 2006
Job Human Resources at UNC School of Public Health
Industry Higher Education
Experience
UNC Gillings School of Global Public Health October 2012 - Present
World Golf Foundation July 2008 - October 2012
CitiStreet May 2006 - August 2006
Skills
Event Planning, Microsoft Office, Microsoft Excel, Public Speaking, Leadership, Applicant Tracking..., Social Media, Talent Acquisition, Leadership Development, Non-profits, Customer Service, Strategic Planning, Event Management, PowerPoint, Outlook, Time Management, Access, Organizational..., Training, Microsoft Word, Public Relations, Employee Relations, Human Resources, Social Networking, Coaching, Recruiting, Employee Benefits, Policy, Team Building, Hiring, Performance Management, Nonprofits
Education
Appalachian State University 2007 — 2008
MBA, Business Administration
Appalachian State University 2003 — 2007
B.S, Marketing & Management
HRCI 2010 — 2010
Professional in Human Resources, PHR
UNC Gillings School of Global Public Health October 2012 - Present
World Golf Foundation July 2008 - October 2012
CitiStreet May 2006 - August 2006
Skills
Event Planning, Microsoft Office, Microsoft Excel, Public Speaking, Leadership, Applicant Tracking..., Social Media, Talent Acquisition, Leadership Development, Non-profits, Customer Service, Strategic Planning, Event Management, PowerPoint, Outlook, Time Management, Access, Organizational..., Training, Microsoft Word, Public Relations, Employee Relations, Human Resources, Social Networking, Coaching, Recruiting, Employee Benefits, Policy, Team Building, Hiring, Performance Management, Nonprofits
Education
Appalachian State University 2007 — 2008
MBA, Business Administration
Appalachian State University 2003 — 2007
B.S, Marketing & Management
HRCI 2010 — 2010
Professional in Human Resources, PHR
KARINE A. NOWICK, MM, MST KARINE A. NOWICK, MM, MST's CitiStreet Experience February 2005 - June 2006
Job Senior Accountant/HR Manager at Biolitec U.S. Inc./Biolitec Groups
Industry Medical Devices
Experience
Biolitec U.S. Inc./CeramOptec Industries, Inc. August 2013 - Present
Erving Industries, Inc. May 2012 - April 2013
Berkshire Blanket June 2011 - May 2012
ING Nederland June 2006 - December 2009
CitiStreet February 2005 - June 2006
Skills
Omni-Plan, Omni-Plus,..., MS Office Suite, 2010 Advanced Excel..., Built Accounting..., 401(k) Services, Tax Research, Tax Preparation, Audit Preparation, Client/Vendor Relations, Quality Control, Process Improvement, Analytical Abilities, QDRO Legal documentation, Auditing, Microsoft Excel, Microsoft Office, Variance Analysis, Budgets, General Ledger, Financial Analysis, Analysis, Tax, Analytical Skills, Management, Accounting, Financial Statements, Finance, Payroll
Education
Suffolk University 2010 — 2011
Master of Science (M.S.), Taxation
Suffolk University 2006 — 2011
Graduate Diploma in Professional Accounting, Accounting
Boston University
Bachelor's of Music, Violin Performance
Boston University
Master of Music, Violin Performance
Northeastern University
Certificate, Computer Systems Specialist Program
Biolitec U.S. Inc./CeramOptec Industries, Inc. August 2013 - Present
Erving Industries, Inc. May 2012 - April 2013
Berkshire Blanket June 2011 - May 2012
ING Nederland June 2006 - December 2009
CitiStreet February 2005 - June 2006
Skills
Omni-Plan, Omni-Plus,..., MS Office Suite, 2010 Advanced Excel..., Built Accounting..., 401(k) Services, Tax Research, Tax Preparation, Audit Preparation, Client/Vendor Relations, Quality Control, Process Improvement, Analytical Abilities, QDRO Legal documentation, Auditing, Microsoft Excel, Microsoft Office, Variance Analysis, Budgets, General Ledger, Financial Analysis, Analysis, Tax, Analytical Skills, Management, Accounting, Financial Statements, Finance, Payroll
Education
Suffolk University 2010 — 2011
Master of Science (M.S.), Taxation
Suffolk University 2006 — 2011
Graduate Diploma in Professional Accounting, Accounting
Boston University
Bachelor's of Music, Violin Performance
Boston University
Master of Music, Violin Performance
Northeastern University
Certificate, Computer Systems Specialist Program
Shawn Aulenbach, AIF®, CRPS®'s CitiStreet Experience January 2005 - January 2007
Job Assistant Vice President Retirement Plans at Longfellow Advisors
Industry Financial Services
Experience
Longfellow Benefits November 2012 - Present
Commonwealth Financial Network January 2009 - November 2012
Sapers & Wallack January 2007 - January 2009
CitiStreet January 2005 - January 2007
Fidelity Investments July 1998 - December 2004
Friendly's Restaurants 1993 - 1996
Skills
Investments, Management Consulting, FINRA Series 6, 401k, Series 7, Series 65, Series 63, Retirement Plans, Retirement Plan..., Retirement Services, Defined Benefit, Client Service, Partner Relationship..., Profit Sharing, Mutual Funds, Plan Administration, ERISA, Retirement, Retirement Planning, Series 6, Financial Services, Employee Benefits, Pensions, Financial Advisory, Qualified Retirement..., Defined Contribution, FINRA, Asset Allocation, Investment Advisory, Securities, Wealth Management, Client Services
Education
Boston University
Financial Planning and Services
Massachusetts Bay Community College 1996 — 1998
A.S., Accounting
Johnson & Wales University 1991 — 1993
A.S., Culinary Arts
Longfellow Benefits November 2012 - Present
Commonwealth Financial Network January 2009 - November 2012
Sapers & Wallack January 2007 - January 2009
CitiStreet January 2005 - January 2007
Fidelity Investments July 1998 - December 2004
Friendly's Restaurants 1993 - 1996
Skills
Investments, Management Consulting, FINRA Series 6, 401k, Series 7, Series 65, Series 63, Retirement Plans, Retirement Plan..., Retirement Services, Defined Benefit, Client Service, Partner Relationship..., Profit Sharing, Mutual Funds, Plan Administration, ERISA, Retirement, Retirement Planning, Series 6, Financial Services, Employee Benefits, Pensions, Financial Advisory, Qualified Retirement..., Defined Contribution, FINRA, Asset Allocation, Investment Advisory, Securities, Wealth Management, Client Services
Education
Boston University
Financial Planning and Services
Massachusetts Bay Community College 1996 — 1998
A.S., Accounting
Johnson & Wales University 1991 — 1993
A.S., Culinary Arts
E Bland Cologne E Bland Cologne's CitiStreet Experience 1997 - 2000
Job President of First Coast Security
Industry Security and Investigations
Experience
First Coast Security November 1999 - Present
CitiStreet 1997 - 2000
American Express 1989 - 1996
Naval Criminal Investigative Service 1984 - 1989
City of Falls Church 1978 - 1984
Skills
Police, Executive Protection, Criminal Investigations, Security, Private Investigations, Firearms, Physical Security, Surveillance, Enforcement, Interrogation, Investigation, Corporate Security, Security Operations, Security Training, Crime Prevention
Education
The George Washington University 1979 — 1979
Forensic Science
American University 1974 — 1977
James Madison High School 1968 — 1972
Sociology and Criminal Justice
First Coast Security November 1999 - Present
CitiStreet 1997 - 2000
American Express 1989 - 1996
Naval Criminal Investigative Service 1984 - 1989
City of Falls Church 1978 - 1984
Skills
Police, Executive Protection, Criminal Investigations, Security, Private Investigations, Firearms, Physical Security, Surveillance, Enforcement, Interrogation, Investigation, Corporate Security, Security Operations, Security Training, Crime Prevention
Education
The George Washington University 1979 — 1979
Forensic Science
American University 1974 — 1977
James Madison High School 1968 — 1972
Sociology and Criminal Justice
Tracy Breuklander Tracy Breuklander's CitiStreet Experience April 2005 - December 2007
Job QATeam Lead at Deutsche Bank
Industry Information Services
Experience
Deutsche Bank December 2013 - Present
ING US Retirement Services August 2013 - December 2013
Florida Blue May 2011 - August 2013
ING/ formerly CITISTREET January 2008 - April 2011
CitiStreet April 2005 - December 2007
Blue Cross Blue Shield of Florida January 2005 - April 2005
CitiStreet January 2004 - December 2004
Skills
SDLC, Requirements Gathering, Business Process Mapping, Business Analysis, Process Improvement, Use Case Analysis, ITIL, Quality Assurance, Business Requirements, Testing, Management, User Acceptance Testing, Requirements Analysis, Quality Center, Testing Process, Software Documentation, SharePoint, SQL, Program Management, Systems Analysis, Change Management, Data Modeling, Business Process, Software Project..., Agile Methodologies, Vendor Management
Education
Alma College
Bachelor of Science, Business Administration
Deutsche Bank December 2013 - Present
ING US Retirement Services August 2013 - December 2013
Florida Blue May 2011 - August 2013
ING/ formerly CITISTREET January 2008 - April 2011
CitiStreet April 2005 - December 2007
Blue Cross Blue Shield of Florida January 2005 - April 2005
CitiStreet January 2004 - December 2004
Skills
SDLC, Requirements Gathering, Business Process Mapping, Business Analysis, Process Improvement, Use Case Analysis, ITIL, Quality Assurance, Business Requirements, Testing, Management, User Acceptance Testing, Requirements Analysis, Quality Center, Testing Process, Software Documentation, SharePoint, SQL, Program Management, Systems Analysis, Change Management, Data Modeling, Business Process, Software Project..., Agile Methodologies, Vendor Management
Education
Alma College
Bachelor of Science, Business Administration
BethAnn E. (Lau) LaManna, MBA BethAnn E. (Lau) LaManna, MBA's CitiStreet Experience February 2000 - December 2004
Job Marketing and Quality Assurance Professional
Industry Management Consulting
Experience
Home February 2013 - Present
Public Consulting Group June 2008 - February 2013
United Concordia May 2005 - May 2008
CitiStreet February 2000 - December 2004
Skills
Policy, Training, Strategy, Proposal Writing, Customer Service, Sales, Marketing, Employee Benefits, New Business Development
Education
Clark University 2009 — 2011
Master of Business Administration (MBA)
Rowan University 1994 — 1999
Bachelor of Arts, Political Science and Government
Home February 2013 - Present
Public Consulting Group June 2008 - February 2013
United Concordia May 2005 - May 2008
CitiStreet February 2000 - December 2004
Skills
Policy, Training, Strategy, Proposal Writing, Customer Service, Sales, Marketing, Employee Benefits, New Business Development
Education
Clark University 2009 — 2011
Master of Business Administration (MBA)
Rowan University 1994 — 1999
Bachelor of Arts, Political Science and Government
Kristie Scott - Horton's CitiStreet Experience 1998 - 2002
Job Managing Partner SpeedGroup Holdings
Industry Financial Services
Experience
SpeedGroup Holdings 2002 - Present
CitiStreet 1998 - 2002
Fifth Third Bank 1994 - 1998
Skills
Retirement Planning, Mutual Funds, Investments, Series 7, Insurance, Fixed Annuities, Series 6, Series 63, Defined Benefit, Employee Benefits, 401k, 457 Plans, Training, Public Speaking, Account Management
Education
Central Michigan University 1997 — 2002
Master of Science, Administration
Central Michigan University 1990 — 1994
Bachelor of Science in Business Administration, Finance
SpeedGroup Holdings 2002 - Present
CitiStreet 1998 - 2002
Fifth Third Bank 1994 - 1998
Skills
Retirement Planning, Mutual Funds, Investments, Series 7, Insurance, Fixed Annuities, Series 6, Series 63, Defined Benefit, Employee Benefits, 401k, 457 Plans, Training, Public Speaking, Account Management
Education
Central Michigan University 1997 — 2002
Master of Science, Administration
Central Michigan University 1990 — 1994
Bachelor of Science in Business Administration, Finance
Jay Drobbin Jay Drobbin's CitiStreet Experience June 2004 - January 2009
Job
Industry Financial Services
Experience
TIAA-CREF August 2011 - Present
MetLife December 2009 - August 2011
ING 2004 - March 2009
CitiStreet June 2004 - January 2009
UBS 2002 - 2004
Express Scripts 2001 - 2002
Managing Editor 1998 - 2000
Fairchild Publications 1995 - 1998
Skills
Marketing Communications, Corporate Communications, Product Marketing, Public Speaking, Electronic..., Sales Support, Internal Communications, Communications Strategy, Employee Benefits, Direct Marketing, Advertising, Integrated Marketing, Leadership, Marketing, Strategic Communications, Vendor Management
Education
University of Phoenix 2001 — 2003
MBA, Business Administration
Central Connecticut State University 1990 — 1994
BA, Communications - Public Relations/Interpersonal Communications
Hamilton High School North 1986 — 1990
TIAA-CREF August 2011 - Present
MetLife December 2009 - August 2011
ING 2004 - March 2009
CitiStreet June 2004 - January 2009
UBS 2002 - 2004
Express Scripts 2001 - 2002
Managing Editor 1998 - 2000
Fairchild Publications 1995 - 1998
Skills
Marketing Communications, Corporate Communications, Product Marketing, Public Speaking, Electronic..., Sales Support, Internal Communications, Communications Strategy, Employee Benefits, Direct Marketing, Advertising, Integrated Marketing, Leadership, Marketing, Strategic Communications, Vendor Management
Education
University of Phoenix 2001 — 2003
MBA, Business Administration
Central Connecticut State University 1990 — 1994
BA, Communications - Public Relations/Interpersonal Communications
Hamilton High School North 1986 — 1990
Igor Fedosenko Igor Fedosenko's CitiStreet Experience August 2001 - February 2005
Job Vice President, Sales at Voya Financial
Industry Financial Services
Experience
Voya Financial July 2009 - Present
ADP, Inc. May 2008 - July 2009
CitiStreet Advisors LLC February 2005 - May 2008
CitiStreet August 2001 - February 2005
Skills
Retirement, Relationship Management, 401k, Bloomberg, Series 6, Business Analysis, Marketing Strategy, Series 63, Defined Contribution, Employee Benefits, Pensions, Sales, Business Development, Vendor Management
Education
D'Amore-McKim School of Business at Northeastern University 2011 — 2014
Master of Business Administration (MBA), Marketing & International Management, 3.6 GPA
Isenberg School of Management, UMass Amherst 1994 — 1998
Bachelors, Business Administration, Major: Marketing
Natick High School 1990 — 1994
Voya Financial July 2009 - Present
ADP, Inc. May 2008 - July 2009
CitiStreet Advisors LLC February 2005 - May 2008
CitiStreet August 2001 - February 2005
Skills
Retirement, Relationship Management, 401k, Bloomberg, Series 6, Business Analysis, Marketing Strategy, Series 63, Defined Contribution, Employee Benefits, Pensions, Sales, Business Development, Vendor Management
Education
D'Amore-McKim School of Business at Northeastern University 2011 — 2014
Master of Business Administration (MBA), Marketing & International Management, 3.6 GPA
Isenberg School of Management, UMass Amherst 1994 — 1998
Bachelors, Business Administration, Major: Marketing
Natick High School 1990 — 1994
Austin Bye's CitiStreet Experience October 2000 - May 2005
Job Senior Programmer at Princeton University
Industry Financial Services
Experience
Princeton University October 2008 - Present
Citi May 2005 - October 2008
CitiStreet October 2000 - May 2005
UBS 2000 - 2000
Skills
Java
Education
Carnegie Mellon University 1993 — 1997
BS, Computer Science
Princeton University October 2008 - Present
Citi May 2005 - October 2008
CitiStreet October 2000 - May 2005
UBS 2000 - 2000
Skills
Java
Education
Carnegie Mellon University 1993 — 1997
BS, Computer Science
Chris Gangitano's CitiStreet Experience stock roomREEBOK1998 - 2006
Job PA at ING
Industry Financial Services
Experience
CITISTREET stock roomREEBOK1998 - 2006
Education
Bridgewater State University 2002 — 2006
CITISTREET stock roomREEBOK1998 - 2006
Education
Bridgewater State University 2002 — 2006
Jeanine Giguere's CitiStreet Experience September 2006 - September 2007
Job LMT at MILTON HILL SPORT AND SPA
Industry Financial Services
Experience
MILTON HILL SPORT AND SPA July 2007 - Present
ING September 2006 - Present
CitiStreet September 2006 - September 2007
Education
Lincoln Technical Institute 2006 — 2007
Massage Therapy, Massage Therapy
Bridgewater State University 1997 — 2001
MILTON HILL SPORT AND SPA July 2007 - Present
ING September 2006 - Present
CitiStreet September 2006 - September 2007
Education
Lincoln Technical Institute 2006 — 2007
Massage Therapy, Massage Therapy
Bridgewater State University 1997 — 2001
Mr. Amilcar A. Giraldo's CitiStreet Experience May 2000 - October 2004
Job Voya Retirement Advisor's Representative
Industry Investment Management
Experience
Voya Financial June 2004 - Present
CitiStreet May 2000 - October 2004
Education
Boston University 2009 — 2011
CFP, Financial Planning
Suffolk University - Sawyer Business School 1995 — 1998
MBA, International Business
Universidad Militar Nueva Granada 1982 — 1988
BA, Economics
Colegio Minuto de Dios
Voya Financial June 2004 - Present
CitiStreet May 2000 - October 2004
Education
Boston University 2009 — 2011
CFP, Financial Planning
Suffolk University - Sawyer Business School 1995 — 1998
MBA, International Business
Universidad Militar Nueva Granada 1982 — 1988
BA, Economics
Colegio Minuto de Dios
Joe Berardi's CitiStreet Experience October 2004 - June 2005
Job Business Systems Analyst (QA Analyst) at BNY Standish Mellon
Industry Information Technology and Services
Experience
BNY - Standish Mellon June 2012 - Present
Linedata Services September 2007 - June 2012
Evergreen Investments June 2007 - August 2007
Fidelity Investments August 2005 - April 2007
CitiStreet October 2004 - June 2005
Mercer March 2002 - September 2004
Putnam Investments August 2000 - October 2002
Putnam Investments 1995 - 1997
Skills
SQL, Agile, Testing, SDLC, Quality Assurance, User Acceptance Testing, Excel
Education
Bentley University 1997 — 2001
MBA, Finance
Providence College 1991 — 1995
Bachelor of Science (B.S.), Marketing
BNY - Standish Mellon June 2012 - Present
Linedata Services September 2007 - June 2012
Evergreen Investments June 2007 - August 2007
Fidelity Investments August 2005 - April 2007
CitiStreet October 2004 - June 2005
Mercer March 2002 - September 2004
Putnam Investments August 2000 - October 2002
Putnam Investments 1995 - 1997
Skills
SQL, Agile, Testing, SDLC, Quality Assurance, User Acceptance Testing, Excel
Education
Bentley University 1997 — 2001
MBA, Finance
Providence College 1991 — 1995
Bachelor of Science (B.S.), Marketing
Christos Arsoniadis's CitiStreet Experience March 2006 - September 2007
Job Senior Financial Analyst at DanaFarber Cancer Institute
Industry Hospital & Health Care
Experience
Dana-Farber Cancer Institute July 2011 - Present
Partners Healthcare October 2007 - July 2011
CitiStreet March 2006 - September 2007
Skills
PeopleSoft, Finance, Budgets, Financial Analysis, Access, Process Improvement, Financial Reporting, Variance Analysis, Forecasting, Financial Modeling, Analysis, Data Analysis, Microsoft Excel, Strategic Planning, Financial Planning, Business Analysis
Education
D'Amore-McKim School of Business at Northeastern University 2005 — 2007
MBA, Business Administration, Finance
Bridgewater State University 1996 — 2000
BS, Management
Dana-Farber Cancer Institute July 2011 - Present
Partners Healthcare October 2007 - July 2011
CitiStreet March 2006 - September 2007
Skills
PeopleSoft, Finance, Budgets, Financial Analysis, Access, Process Improvement, Financial Reporting, Variance Analysis, Forecasting, Financial Modeling, Analysis, Data Analysis, Microsoft Excel, Strategic Planning, Financial Planning, Business Analysis
Education
D'Amore-McKim School of Business at Northeastern University 2005 — 2007
MBA, Business Administration, Finance
Bridgewater State University 1996 — 2000
BS, Management
Mary Mancino's CitiStreet Experience March 2002 - November 2002
Job Analyst with broad scope experience in the Financial Services Industry
Industry Financial Services
Experience
TBD October 2007 - Present
Nelnet, Inc. (Contract Employment) 2005 - 2007
Publix, Inc. January 2005 - July 2005
Administar August 2004 - January 2005
Florida Banks, Inc. April 2003 - June 2004
Bank of America February 2003 - December 2003
Citistreet March 2002 - November 2002
Education
Auburn University
TBD October 2007 - Present
Nelnet, Inc. (Contract Employment) 2005 - 2007
Publix, Inc. January 2005 - July 2005
Administar August 2004 - January 2005
Florida Banks, Inc. April 2003 - June 2004
Bank of America February 2003 - December 2003
Citistreet March 2002 - November 2002
Education
Auburn University
Nisha Godse's CitiStreet Experience 1994 - 1999
Job Senior Technology Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch October 2014 - Present
Accenture February 2005 - October 2014
ExpertPlan July 1999 - August 2004
CitiStreet 1994 - 1999
Skills
CRM, Project Management, Disaster Recovery, Project Planning, Management, Testing, Requirements Analysis, SDLC, Team Management, Business Analysis, Security, Forecasting, Software Project..., Vendor Management, Requirements Gathering, Financial Services
Education
Bangalore University 1982 — 1987
B.E, Electronics Engineering
Bank of America Merrill Lynch October 2014 - Present
Accenture February 2005 - October 2014
ExpertPlan July 1999 - August 2004
CitiStreet 1994 - 1999
Skills
CRM, Project Management, Disaster Recovery, Project Planning, Management, Testing, Requirements Analysis, SDLC, Team Management, Business Analysis, Security, Forecasting, Software Project..., Vendor Management, Requirements Gathering, Financial Services
Education
Bangalore University 1982 — 1987
B.E, Electronics Engineering
Malleswara reddy's CitiStreet Experience June 2007 - September 2012
Job PEGA Consultant at Florida Blue
Industry Information Technology and Services
Experience
Florida Blue September 2012 - Present
CitiStreet June 2007 - September 2012
Indus software 2005 - 2007
Skills
Java Enterprise Edition, SDLC, Oracle, JBoss Application Server, Agile Methodologies, XML, Microsoft SQL Server, Quality Center, Integration, Process Improvement, Java, Websphere, HP Quality Center, SQL, Web Services, Unix, WebSphere
Education
Madras University 2001 — 2004
MCA, Computers
Andhra University 1998 — 2001
Bachelor of Science (BS)
Florida Blue September 2012 - Present
CitiStreet June 2007 - September 2012
Indus software 2005 - 2007
Skills
Java Enterprise Edition, SDLC, Oracle, JBoss Application Server, Agile Methodologies, XML, Microsoft SQL Server, Quality Center, Integration, Process Improvement, Java, Websphere, HP Quality Center, SQL, Web Services, Unix, WebSphere
Education
Madras University 2001 — 2004
MCA, Computers
Andhra University 1998 — 2001
Bachelor of Science (BS)
Kerri Robinson's CitiStreet Experience April 2001 - July 2008
Job IT Service Delivery Manager at Voya Financial
Industry Financial Services
Experience
Voya Financial May 2013 - Present
ING 2008 - 2013
CitiStreet April 2001 - July 2008
State Street July 1994 - April 2001
Putnam Investments 1989 - 1994
Skills
Process Improvement, Vendor Management, Business Analysis, SDLC, Risk Management, Change Management, Visio, Business Process..., Project Management, Requirements Analysis, Program Management, Financial Services, Project Portfolio..., Requirements Gathering, Analysis
Education
Boston University 2008 — 2008
Project Management Certificate
Bridgewater State College
Bachelor of Science (B.S.), Management
Voya Financial May 2013 - Present
ING 2008 - 2013
CitiStreet April 2001 - July 2008
State Street July 1994 - April 2001
Putnam Investments 1989 - 1994
Skills
Process Improvement, Vendor Management, Business Analysis, SDLC, Risk Management, Change Management, Visio, Business Process..., Project Management, Requirements Analysis, Program Management, Financial Services, Project Portfolio..., Requirements Gathering, Analysis
Education
Boston University 2008 — 2008
Project Management Certificate
Bridgewater State College
Bachelor of Science (B.S.), Management
Brian Ashmore's CitiStreet Experience January 2005 - July 2009
Job Sr. Benefit System Analyst at CitiStreet
Industry Human Resources
James Howorth's CitiStreet Experience 2000 - 2006
Job Application Development Manager
Industry Insurance
Experience
Cigna April 2014 - Present
FASCORE February 2013 - April 2014
Howorth llc January 2006 - April 2014
Putnam Investments July 2011 - January 2013
MassMutual Financial Group September 2010 - March 2011
One West Bank July 2009 - September 2010
Enterprise Iron 2007 - January 2009
TG 2007 - 2007
JPMorgan Chase 2006 - 2007
CitiStreet 2000 - 2006
Skills
SQL, Leadership, SharePoint, Business Analysis, Unix, Microsoft SQL Server, Databases, Oracle, Business Process, Analysis, Enterprise Software, Project Management, Quality Assurance, Access, Management
Education
Cardiff University / Prifysgol Caerdydd 1988 — 1992
Bsc Hone, Maritime Studies
Cigna April 2014 - Present
FASCORE February 2013 - April 2014
Howorth llc January 2006 - April 2014
Putnam Investments July 2011 - January 2013
MassMutual Financial Group September 2010 - March 2011
One West Bank July 2009 - September 2010
Enterprise Iron 2007 - January 2009
TG 2007 - 2007
JPMorgan Chase 2006 - 2007
CitiStreet 2000 - 2006
Skills
SQL, Leadership, SharePoint, Business Analysis, Unix, Microsoft SQL Server, Databases, Oracle, Business Process, Analysis, Enterprise Software, Project Management, Quality Assurance, Access, Management
Education
Cardiff University / Prifysgol Caerdydd 1988 — 1992
Bsc Hone, Maritime Studies
Courtney (Lange) Hollis's CitiStreet Experience March 2007 - December 2007
Job Senior Data Consultant at Diversified Investment Advisors
Industry Information Technology and Services
Experience
Diversified Investment Advisors August 2009 - Present
Health Dialog December 2007 - August 2009
CitiStreet March 2007 - December 2007
Fidelity Investments July 2006 - March 2007
Fidelity Investments July 2002 - July 2006
Education
College of the Holy Cross 1998 — 2002
Economics/Pre-Med
Diversified Investment Advisors August 2009 - Present
Health Dialog December 2007 - August 2009
CitiStreet March 2007 - December 2007
Fidelity Investments July 2006 - March 2007
Fidelity Investments July 2002 - July 2006
Education
College of the Holy Cross 1998 — 2002
Economics/Pre-Med
PG Bangalore's CitiStreet Experience 2002 - 2005
Job Director
Industry Information Technology and Services
Experience
Viztek Solutions January 2003 - Present
VCI Solutions 2006 - 2009
JP Morgan Chase 2005 - 2006
Citistreet 2002 - 2005
KPMG 1999 - 2002
WorldCom 1998 - 1999
Education
Bangalore University
Viztek Solutions January 2003 - Present
VCI Solutions 2006 - 2009
JP Morgan Chase 2005 - 2006
Citistreet 2002 - 2005
KPMG 1999 - 2002
WorldCom 1998 - 1999
Education
Bangalore University
Arnel Mercado's CitiStreet Experience 2002 - 2007
Job Report Developer at Nemours Children's Clinic
Industry Information Technology and Services
Experience
Nemours Children's Clinic April 2007 - Present
CitiStreet 2002 - 2007
PricewaterhouseCoopers 1999 - 2002
Education
City University of New York City College 1991 — 1994
Bachelor of Science, Computer Science
Laguardia Community College 1989 — 1991
Associate in Science, Computer Science
Brooklyn Technical High School 1986 — 1989
High School, Computer Science
Nemours Children's Clinic April 2007 - Present
CitiStreet 2002 - 2007
PricewaterhouseCoopers 1999 - 2002
Education
City University of New York City College 1991 — 1994
Bachelor of Science, Computer Science
Laguardia Community College 1989 — 1991
Associate in Science, Computer Science
Brooklyn Technical High School 1986 — 1989
High School, Computer Science
Marilyn Jordan's CitiStreet Experience 2004 - 2006
Job Experienced Benefits Manager , Sourcing Manager and Supplier Management Mgr
Industry Outsourcing/Offshoring
Experience
Convergys Corporation March 2006 - November 2008
Convergys HR Management 2006 - 2008
CitiStreet 2004 - 2006
Citistreet 2004 - 2006
Education
University of Northern Colorado 1971 — 1972
Northeastern Jr College 1970 — 1972
pre-nursing
Aims Community College 1969 — 1970
pre-nursing
Greeley Central High School 1966 — 1969
Convergys Corporation March 2006 - November 2008
Convergys HR Management 2006 - 2008
CitiStreet 2004 - 2006
Citistreet 2004 - 2006
Education
University of Northern Colorado 1971 — 1972
Northeastern Jr College 1970 — 1972
pre-nursing
Aims Community College 1969 — 1970
pre-nursing
Greeley Central High School 1966 — 1969
Denise Clark's CitiStreet Experience July 2002 - March 2004
Job NAS Benefits Implemetation Consultant at ADP
Industry Retail
Experience
ADP August 2015 - Present
Bi-Lo Holdings August 2014 - January 2015
Bi-Lo Holdings March 2014 - August 2014
Fidelity National Financial March 2004 - June 2013
CitiStreet July 2002 - March 2004
Acosta Sales & Marketing September 2001 - July 2002
Fleetwood Enterprises August 1996 - December 1999
Skills
Employee Benefits, Benefits Administration, HRIS, Health Insurance, Employee Relations, Succession Planning, Insurance, Performance Management, Onboarding, FMLA, Disability Insurance, Employee Engagement, Human Resources, PeopleSoft
Education
California State University-Fullerton 1978 — 1982
Bachelor of Arts (BA) Business Administration, Finance, General
ADP August 2015 - Present
Bi-Lo Holdings August 2014 - January 2015
Bi-Lo Holdings March 2014 - August 2014
Fidelity National Financial March 2004 - June 2013
CitiStreet July 2002 - March 2004
Acosta Sales & Marketing September 2001 - July 2002
Fleetwood Enterprises August 1996 - December 1999
Skills
Employee Benefits, Benefits Administration, HRIS, Health Insurance, Employee Relations, Succession Planning, Insurance, Performance Management, Onboarding, FMLA, Disability Insurance, Employee Engagement, Human Resources, PeopleSoft
Education
California State University-Fullerton 1978 — 1982
Bachelor of Arts (BA) Business Administration, Finance, General
Joy-n-Jeff Scott's CitiStreet Experience Client Relationship ManagerING Financial ServiceJanuary 2009 - Present
Job Client Relationship Manager at ING Financial Service
Industry Financial Services
Experience
CitiStreet Client Relationship ManagerING Financial ServiceJanuary 2009 - Present
Education
Babson College 2000 — 2006
CitiStreet Client Relationship ManagerING Financial ServiceJanuary 2009 - Present
Education
Babson College 2000 — 2006
Steve Bresler's CitiStreet Experience 1986 - 1999
Job AVP at Empower Retirement
Industry Financial Services
Experience
Financial Soundings 2008 - 2011
The Hartford Retirement Plans Group 2003 - 2008
ING Financial Services 1999 - 2003
CitiStreet 1986 - 1999
Education
Colorado State University
Bachelor of Science
Financial Soundings 2008 - 2011
The Hartford Retirement Plans Group 2003 - 2008
ING Financial Services 1999 - 2003
CitiStreet 1986 - 1999
Education
Colorado State University
Bachelor of Science
Padma Vankadari (Ketepalle)'s CitiStreet Experience 2005 - 2007
Job SQL Report Developer at Black Knight Financial Services Data & Analytics
Industry Information Technology and Services
Experience
Black Knight Financial Services Data & Analytics April 2013 - Present
Lender Processing Services, Inc. (LPS) June 2012 - April 2013
Lender Processing Services, Inc. (LPS) June 2012 - April 2013
Blue Cross Blue Shield of Florida December 2010 - April 2012
Lender Processing Services, Inc. (LPS) December 2009 - December 2010
Lender Processing Services, Inc. (LPS) December 2009 - March 2010
Payformance Corporation December 2006 - October 2009
CitiStreet 2005 - 2007
Skills
SDLC, Agile Methodologies, Testing, SQL, Quality Assurance, Test Planning, Requirements Analysis, Requirements Gathering, User Acceptance Testing, Software Quality..., Data Warehousing, Business Analysis, Business Intelligence, Business Requirements, Analysis, Web Applications, Microsoft SQL Server, Quality Center, SharePoint, Software Documentation, Visio, Waterfall, System Testing, .NET, Oracle, Test Automation, Agile Testing, Scrum, Business Process, Unix, Regression Testing, DB2, Crystal Reports, WebFOCUS, SharePoint Designer, SSRS, SAP BI
Education
Florida State College 2009 — 2009
Certificate, Introduction of C# Programming, A
Sri Padmavati Mahila Viswavidyalayam 1995 — 2000
Masters, Computer Applications, Distinction
FCCJ
Modern DataBase in Oracle (SQL), Computer Programming, A
Sri Venkateswara University
Bachelors, Math, Computers, Statistics, Distinction
Black Knight Financial Services Data & Analytics April 2013 - Present
Lender Processing Services, Inc. (LPS) June 2012 - April 2013
Lender Processing Services, Inc. (LPS) June 2012 - April 2013
Blue Cross Blue Shield of Florida December 2010 - April 2012
Lender Processing Services, Inc. (LPS) December 2009 - December 2010
Lender Processing Services, Inc. (LPS) December 2009 - March 2010
Payformance Corporation December 2006 - October 2009
CitiStreet 2005 - 2007
Skills
SDLC, Agile Methodologies, Testing, SQL, Quality Assurance, Test Planning, Requirements Analysis, Requirements Gathering, User Acceptance Testing, Software Quality..., Data Warehousing, Business Analysis, Business Intelligence, Business Requirements, Analysis, Web Applications, Microsoft SQL Server, Quality Center, SharePoint, Software Documentation, Visio, Waterfall, System Testing, .NET, Oracle, Test Automation, Agile Testing, Scrum, Business Process, Unix, Regression Testing, DB2, Crystal Reports, WebFOCUS, SharePoint Designer, SSRS, SAP BI
Education
Florida State College 2009 — 2009
Certificate, Introduction of C# Programming, A
Sri Padmavati Mahila Viswavidyalayam 1995 — 2000
Masters, Computer Applications, Distinction
FCCJ
Modern DataBase in Oracle (SQL), Computer Programming, A
Sri Venkateswara University
Bachelors, Math, Computers, Statistics, Distinction
Hari Bachina's CitiStreet Experience January 2007 - February 2008
Job SENIOR QUALITY ANALYST AT&T WiFi Services
Industry Computer Software
Experience
AT&T March 2011 - Present
Texas Education Agency July 2010 - February 2011
INFOUSA March 2009 - June 2010
HEALTH DIALOG March 2008 - February 2009
CitiStreet January 2007 - February 2008
USAA January 2005 - December 2006
Skills
SDLC, Requirements Analysis, Testing, SQL, Oracle, Vendor Management, Microsoft SQL Server, Unix, Agile Methodologies, Quality Assurance, Integration, Databases, Software Development, Web Services, Management
Education
Bharathidasan University
AT&T March 2011 - Present
Texas Education Agency July 2010 - February 2011
INFOUSA March 2009 - June 2010
HEALTH DIALOG March 2008 - February 2009
CitiStreet January 2007 - February 2008
USAA January 2005 - December 2006
Skills
SDLC, Requirements Analysis, Testing, SQL, Oracle, Vendor Management, Microsoft SQL Server, Unix, Agile Methodologies, Quality Assurance, Integration, Databases, Software Development, Web Services, Management
Education
Bharathidasan University
Rajesh Singhania's CitiStreet Experience February 2005 - October 2006
Job IT Director at Voya
Industry Information Technology and Services
Experience
Voya Financial January 2015 - Present
Voya Financial November 2006 - March 2015
CitiStreet February 2005 - October 2006
Union Pacific Railroad January 2003 - February 2005
Satyam September 1999 - January 2002
Bayer Pharmaceuticals 2002 - 2002
Skills
Software Project..., SDLC, Requirements Analysis, SOA, Agile Methodologies, Java Enterprise Edition, Solution Architecture, Enterprise Architecture, SQL, IT Strategy, Software Development, Web Services, Oracle, Agile Project Management, Business Intelligence
Education
Boston University 2008 — 2009
Devi Ahilya Vishwavidyalaya 1995 — 1999
Bachelor of Engg.
GDBIRLA Memorial School 1987 — 1994
Voya Financial January 2015 - Present
Voya Financial November 2006 - March 2015
CitiStreet February 2005 - October 2006
Union Pacific Railroad January 2003 - February 2005
Satyam September 1999 - January 2002
Bayer Pharmaceuticals 2002 - 2002
Skills
Software Project..., SDLC, Requirements Analysis, SOA, Agile Methodologies, Java Enterprise Edition, Solution Architecture, Enterprise Architecture, SQL, IT Strategy, Software Development, Web Services, Oracle, Agile Project Management, Business Intelligence
Education
Boston University 2008 — 2009
Devi Ahilya Vishwavidyalaya 1995 — 1999
Bachelor of Engg.
GDBIRLA Memorial School 1987 — 1994
Andrew Merriam, MBA's CitiStreet Experience January 2007 - January 2008
Job Business Professional seeking employment
Industry Wireless
Experience
CliniComp, Intl. July 2014 - August 2014
Cricket Communications December 2009 - May 2014
Cricket Wireless February 2008 - December 2009
CitiStreet January 2007 - January 2008
Skills
Financial Reporting, User Acceptance Testing, Sales & Use Tax..., Requirements Analysis, Requirements..., Business Analysis, Tax Accounting, Functional Analysis
Education
San Diego State University-California State University 2013 — 2015
Master of Business Administration (MBA)
Bentley University 2002 — 2006
Bachelors, Finance
RMIT University
CliniComp, Intl. July 2014 - August 2014
Cricket Communications December 2009 - May 2014
Cricket Wireless February 2008 - December 2009
CitiStreet January 2007 - January 2008
Skills
Financial Reporting, User Acceptance Testing, Sales & Use Tax..., Requirements Analysis, Requirements..., Business Analysis, Tax Accounting, Functional Analysis
Education
San Diego State University-California State University 2013 — 2015
Master of Business Administration (MBA)
Bentley University 2002 — 2006
Bachelors, Finance
RMIT University
Jim Flavin's CitiStreet Experience April 1996 - July 2008
Job Director Information Technology Delivery Management
Industry Financial Services
Experience
Voya Financial April 2015 - Present
ING Investment Advisors January 2012 - March 2015
ING July 2008 - December 2011
CitiStreet April 1996 - July 2008
Keane July 1981 - March 1996
Skills
Program Management, PMO, Change Management, Software Development, IT Strategy, Management, SDLC, Visio, Business Analysis, Business Requirements, Risk Management, Financial Services, IT Management, Software Documentation, Strategy, Leadership, Team Building, Enterprise Architecture, Outsourcing, Integration, Analysis, Requirements Gathering, Cross-functional Team..., Business Intelligence, Requirements Analysis
Education
Bentley University 1983 — 1988
MBA, Finance
Bentley University 1977 — 1981
BS, Accountancy
Voya Financial April 2015 - Present
ING Investment Advisors January 2012 - March 2015
ING July 2008 - December 2011
CitiStreet April 1996 - July 2008
Keane July 1981 - March 1996
Skills
Program Management, PMO, Change Management, Software Development, IT Strategy, Management, SDLC, Visio, Business Analysis, Business Requirements, Risk Management, Financial Services, IT Management, Software Documentation, Strategy, Leadership, Team Building, Enterprise Architecture, Outsourcing, Integration, Analysis, Requirements Gathering, Cross-functional Team..., Business Intelligence, Requirements Analysis
Education
Bentley University 1983 — 1988
MBA, Finance
Bentley University 1977 — 1981
BS, Accountancy
Allan Kelly's CitiStreet Experience 2004 - 2008
Job Client Relationship Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch March 2010 - Present
In Florida 2008 - April 2010
CitiStreet 2004 - 2008
Mellon HR Solutions 1996 - 2003
State Street 1986 - 1995
Education
Babson College 1979 — 1981
MBA, Finance and Accounting
Babson College 1969 — 1972
BSBA, Finance and Accounting
Bank of America Merrill Lynch March 2010 - Present
In Florida 2008 - April 2010
CitiStreet 2004 - 2008
Mellon HR Solutions 1996 - 2003
State Street 1986 - 1995
Education
Babson College 1979 — 1981
MBA, Finance and Accounting
Babson College 1969 — 1972
BSBA, Finance and Accounting
Douglas Pearson, MCP's CitiStreet Experience November 1998 - August 2007
Job Continuity Engineer at Sentia
Industry Internet
Experience
Sentia (formerly Jitscale.com) February 2013 - Present
Space Gateway Support December 2010 - February 2013
TEKsystems August 2009 - October 2011
Inspired Recruiting January 2008 - November 2008
The Church Group Worldwide August 2007 - January 2008
CitiStreet November 1998 - August 2007
Stanley Associates March 1994 - November 1998
United States Marine Corps February 1989 - March 1994
Skills
Microsoft SQL Server, SharePoint, Technical Support, Project Management, Security, Software Project..., Requirements Gathering, XP, Windows Server, Information Technology, Software Documentation, Perl, Powershell, Windows 7, Virtualization, Disaster Recovery, Team Leadership, Troubleshooting, System Administration, TCP/IP, Testing, Servers, Systems Analysis, Operating Systems, Data Center, VPN, IT Management, Integration, Quality Assurance, Software Development, ITIL, Windows, VMware, Apache, XML, DNS, Software Installation, Help Desk Support, Cloud Computing, Ubuntu, OS X, Debian, Xen, DB2, Release Management, Red Hat Linux, Microsoft Technologies, Windows XP, Customer Service
Education
College of Charleston 1996 — 1997
Computer Science
Stone BayU.S. Marine Corps Engineer SchoolCourthouse Bay 1989 — 1989
Heavy Equipment Operator
Valencia College 1987 — 1988
General Education
University of Central Florida 1986 — 1987
General Education
Winter Park High School 1983 — 1986
Diploma
Sentia (formerly Jitscale.com) February 2013 - Present
Space Gateway Support December 2010 - February 2013
TEKsystems August 2009 - October 2011
Inspired Recruiting January 2008 - November 2008
The Church Group Worldwide August 2007 - January 2008
CitiStreet November 1998 - August 2007
Stanley Associates March 1994 - November 1998
United States Marine Corps February 1989 - March 1994
Skills
Microsoft SQL Server, SharePoint, Technical Support, Project Management, Security, Software Project..., Requirements Gathering, XP, Windows Server, Information Technology, Software Documentation, Perl, Powershell, Windows 7, Virtualization, Disaster Recovery, Team Leadership, Troubleshooting, System Administration, TCP/IP, Testing, Servers, Systems Analysis, Operating Systems, Data Center, VPN, IT Management, Integration, Quality Assurance, Software Development, ITIL, Windows, VMware, Apache, XML, DNS, Software Installation, Help Desk Support, Cloud Computing, Ubuntu, OS X, Debian, Xen, DB2, Release Management, Red Hat Linux, Microsoft Technologies, Windows XP, Customer Service
Education
College of Charleston 1996 — 1997
Computer Science
Stone BayU.S. Marine Corps Engineer SchoolCourthouse Bay 1989 — 1989
Heavy Equipment Operator
Valencia College 1987 — 1988
General Education
University of Central Florida 1986 — 1987
General Education
Winter Park High School 1983 — 1986
Diploma
Cynthia Lacey's CitiStreet Experience November 2006 - June 2008
Job Lead Recordkeeper at ING Retirement Plan Services
Industry Financial Services
Experience
Voya Financial July 2006 - Present
CitiStreet November 2006 - June 2008
Education
Bentley University 1974 — 1983
BSBA, Accounting
Voya Financial July 2006 - Present
CitiStreet November 2006 - June 2008
Education
Bentley University 1974 — 1983
BSBA, Accounting
Peter Gates's CitiStreet Experience December 2001 - April 2002
Job First Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors July 2011 - Present
Wells Fargo Advisors January 2009 - July 2011
Wells Fargo Advisors July 2007 - January 2009
AG Edwards & Sons April 2002 - July 2007
CitiStreet December 2001 - April 2002
mPower October 2000 - August 2001
Fidelity Investments 1995 - 2000
Skills
Mutual Funds, Asset Allocation, Investments, Retirement Planning, Alternative Investments, Retirement, Securities, Investment Strategies, Fixed Income, Equities
Education
Colby College 1991 — 1995
Bachelor of Arts
Deerfield Academy 1990 — 1991
PG
Scituate High School
Wells Fargo Advisors July 2011 - Present
Wells Fargo Advisors January 2009 - July 2011
Wells Fargo Advisors July 2007 - January 2009
AG Edwards & Sons April 2002 - July 2007
CitiStreet December 2001 - April 2002
mPower October 2000 - August 2001
Fidelity Investments 1995 - 2000
Skills
Mutual Funds, Asset Allocation, Investments, Retirement Planning, Alternative Investments, Retirement, Securities, Investment Strategies, Fixed Income, Equities
Education
Colby College 1991 — 1995
Bachelor of Arts
Deerfield Academy 1990 — 1991
PG
Scituate High School
Vishwa Basavanahalli's CitiStreet Experience September 2005 - Present
Job Architect / Technical Lead at CitiStreet
Industry Information Technology and Services
Bhavani Akella's CitiStreet Experience July 2007 - September 2007
Job MSP Web Services Development at Lender Processing Services, Inc. (LPS)
Industry Information Technology and Services
Experience
Lender Processing Services, Inc. (LPS) June 2010 - Present
Vistakon June 2009 - June 2010
CitiStreet July 2007 - September 2007
CSX Technology April 2005 - January 2007
JEA April 2004 - April 2005
Satyam Computers 2000 - 2004
Skills
Web Services, Java Enterprise Edition, Agile Methodologies, JavaScript, SQL, UML, AJAX
Education
Andhra University
BE, Electrical and Electronics
Kendriya Vidyalaya
High school, High school
Lender Processing Services, Inc. (LPS) June 2010 - Present
Vistakon June 2009 - June 2010
CitiStreet July 2007 - September 2007
CSX Technology April 2005 - January 2007
JEA April 2004 - April 2005
Satyam Computers 2000 - 2004
Skills
Web Services, Java Enterprise Edition, Agile Methodologies, JavaScript, SQL, UML, AJAX
Education
Andhra University
BE, Electrical and Electronics
Kendriya Vidyalaya
High school, High school
Kuau Garsson's CitiStreet Experience August 2006 - January 2007
Job Fund Management at ZAIS Group, LLC
Industry Financial Services
Experience
ZAIS Group, LLC January 2010 - Present
ZAIS Group, LLC January 2007 - December 2009
CitiStreet August 2006 - January 2007
Investors Bank & Trust January 2005 - July 2006
Education
California State University-Chico 2001 — 2004
BS, Finance, Economics, Philosophy, & Asian Studies
Tufts University
ZAIS Group, LLC January 2010 - Present
ZAIS Group, LLC January 2007 - December 2009
CitiStreet August 2006 - January 2007
Investors Bank & Trust January 2005 - July 2006
Education
California State University-Chico 2001 — 2004
BS, Finance, Economics, Philosophy, & Asian Studies
Tufts University
Said Naili's CitiStreet Experience VP RecordKeeping SystemsEmplanet2000 - 2003
Job Applications Development Manager at Citistreet
Industry Financial Services
Experience
Citistreet VP RecordKeeping SystemsEmplanet2000 - 2003
Scudder Kemper Investments 1996 - 2000
Scudder 1992 - 2000
Scudder Investments 1992 - 2000
Education
Boston University
Citistreet VP RecordKeeping SystemsEmplanet2000 - 2003
Scudder Kemper Investments 1996 - 2000
Scudder 1992 - 2000
Scudder Investments 1992 - 2000
Education
Boston University
Mark McManus's CitiStreet Experience 2002 - 2008
Job Regional Manager, Applications Sales at Oracle
Industry Information Technology and Services
Experience
Oracle September 2015 - Present
Oracle May 2012 - Present
The McManus Group August 2009 - May 2012
Plan Sponsor Advisors March 2010 - January 2011
Enterprise Iron March 2008 - August 2009
CitiStreet 2002 - 2008
Fidelity Investments 1996 - 2002
Allmerica Financial 1993 - 1996
Skills
Business Analysis, Business Performance..., Financial Services, Vendor Management, Process Improvement, Endeca, CRM, Relationship Management, Business Intelligence, Business Process..., SDLC, Business Requirements, Requirements Analysis, Requirements Gathering, Project Management, Strategic Planning, Account Management, Sales, Business Process..., Program Management, Analytics, Professional Services, Enterprise Software, Business Strategy, Analysis, Consulting
Education
Boston University - School of Management 1997 — 1998
MBA
Fitchburg State University
BA, Business and Marketing
Oracle September 2015 - Present
Oracle May 2012 - Present
The McManus Group August 2009 - May 2012
Plan Sponsor Advisors March 2010 - January 2011
Enterprise Iron March 2008 - August 2009
CitiStreet 2002 - 2008
Fidelity Investments 1996 - 2002
Allmerica Financial 1993 - 1996
Skills
Business Analysis, Business Performance..., Financial Services, Vendor Management, Process Improvement, Endeca, CRM, Relationship Management, Business Intelligence, Business Process..., SDLC, Business Requirements, Requirements Analysis, Requirements Gathering, Project Management, Strategic Planning, Account Management, Sales, Business Process..., Program Management, Analytics, Professional Services, Enterprise Software, Business Strategy, Analysis, Consulting
Education
Boston University - School of Management 1997 — 1998
MBA
Fitchburg State University
BA, Business and Marketing
Bruce Caldwell's CitiStreet Experience 2001 - 2009
Job Delivery Technician at National Seating & Mobility
Industry Financial Services
Experience
National Seating & Mobility 2011 - Present
CitiStreet 2001 - 2009
State Street Bank 1996 - 2001
Putnam Investments 1994 - 1996
Sun Life 1987 - 1994
Skills
Access, PeopleSoft, SDLC, Business Analysis, Customer Service, Team Building
Education
Boston College 1983 — 1987
BA, Business Administration
Scotia Glenville High School
National Seating & Mobility 2011 - Present
CitiStreet 2001 - 2009
State Street Bank 1996 - 2001
Putnam Investments 1994 - 1996
Sun Life 1987 - 1994
Skills
Access, PeopleSoft, SDLC, Business Analysis, Customer Service, Team Building
Education
Boston College 1983 — 1987
BA, Business Administration
Scotia Glenville High School
Richard Payer's CitiStreet Experience September 2007 - January 2008
Job Webmaster at Hanna Instruments
Industry Internet
Experience
Hanna Instruments February 2012 - January 2013
NetSense 2011 - 2011
Go Modular September 2009 - December 2010
Heritage Web Solutions May 2008 - May 2009
Assumption College September 2008 - November 2008
CitiStreet September 2007 - January 2008
Kforce Staffing 2007 - 2008
Robert Half Technology 2005 - 2008
Skills
SEO, CSS, Web Development, ColdFusion, Web Design, HTML, PHP
Education
Bristol Community College 2002 — 2004
Associate In Science, Computer Information Systems/Webmaster
Hanna Instruments February 2012 - January 2013
NetSense 2011 - 2011
Go Modular September 2009 - December 2010
Heritage Web Solutions May 2008 - May 2009
Assumption College September 2008 - November 2008
CitiStreet September 2007 - January 2008
Kforce Staffing 2007 - 2008
Robert Half Technology 2005 - 2008
Skills
SEO, CSS, Web Development, ColdFusion, Web Design, HTML, PHP
Education
Bristol Community College 2002 — 2004
Associate In Science, Computer Information Systems/Webmaster
Jessica (Ham) Sheehan's CitiStreet Experience November 2003 - June 2008
Job Sr. Business Analyst at Voya Financial
Industry Financial Services
Experience
Voya Financial 2011 - Present
ING July 2008 - December 2010
CitiStreet November 2003 - June 2008
Putnam Investments January 1996 - March 2000
Putnam Investments September 1993 - December 1996
Skills
Business Analysis, Process Improvement, 401k, Risk Management
Education
Bryant University 1985 — 1989
Bachelors, Finance
Voya Financial 2011 - Present
ING July 2008 - December 2010
CitiStreet November 2003 - June 2008
Putnam Investments January 1996 - March 2000
Putnam Investments September 1993 - December 1996
Skills
Business Analysis, Process Improvement, 401k, Risk Management
Education
Bryant University 1985 — 1989
Bachelors, Finance
Julia Judy Neumann, CEBS, CCP, MS's CitiStreet Experience July 1996 - May 2000
Job Strategic Account Manager at Premera Blue Cross
Industry Insurance
Experience
Premera Blue Cross December 2014 - Present
GCI November 2008 - November 2014
Rayonier May 2000 - August 2008
CitiStreet July 1996 - May 2000
Fidelity Fast Tax January 1992 - June 1997
Skills
Employee Benefits, Benefits Administration, Deferred Compensation, Human Resources, COBRA, FMLA, ERISA, Open Enrollment, Personnel Management, New Hire Orientations, HRIS, Training, HR Policies, Management, Executive Pay, Onboarding, Vendor Management, Strategy, Process Improvement, Workforce Planning, Compensation & Benefit, Incentive Programs, Employee Handbooks, Business Planning, Health Care Reform, Program Management, HIPAA, Defined Benefit, Pensions, Health, Plan Design, Compensation, Benefits, PeopleSoft, ADP, 401k, HR Strategy, Oracle E-Business Suite, Oracle Discoverer, Job Evaluation, Salary, Labor Relations, Job Analysis, BrassRing, Performance Management, Leadership, Strategic Planning, Team Building, Health Insurance, Healthcare Consulting
Education
Boston University 2006 — 2008
MS, Human Resources Management
College of Charleston 1987 — 1992
BA, History
Queen Anne School 1981 — 1987
Premera Blue Cross December 2014 - Present
GCI November 2008 - November 2014
Rayonier May 2000 - August 2008
CitiStreet July 1996 - May 2000
Fidelity Fast Tax January 1992 - June 1997
Skills
Employee Benefits, Benefits Administration, Deferred Compensation, Human Resources, COBRA, FMLA, ERISA, Open Enrollment, Personnel Management, New Hire Orientations, HRIS, Training, HR Policies, Management, Executive Pay, Onboarding, Vendor Management, Strategy, Process Improvement, Workforce Planning, Compensation & Benefit, Incentive Programs, Employee Handbooks, Business Planning, Health Care Reform, Program Management, HIPAA, Defined Benefit, Pensions, Health, Plan Design, Compensation, Benefits, PeopleSoft, ADP, 401k, HR Strategy, Oracle E-Business Suite, Oracle Discoverer, Job Evaluation, Salary, Labor Relations, Job Analysis, BrassRing, Performance Management, Leadership, Strategic Planning, Team Building, Health Insurance, Healthcare Consulting
Education
Boston University 2006 — 2008
MS, Human Resources Management
College of Charleston 1987 — 1992
BA, History
Queen Anne School 1981 — 1987
Troy Guinn-Bailey's CitiStreet Experience 2001 - 2001
Job AntiMoney Laundering Officer at Pershing, LLC a BNYMellon Company
Industry Financial Services
Experience
Pershing, a BNY Mellon company May 2015 - Present
Pershing, LLC of The Bank of New York Mellon December 2006 - Present
ADP 2001 - 2006
CitiStreet 2001 - 2001
Prudential 1999 - 2001
Skills
FINRA, Series 7, Series 63, Securities, Financial Services, Series 24, Retirement, 401k, AML, Mutual Funds, Relationship Management, Retirement Planning, Settlement, Risk Management, Series 6, Back Office, Pensions, Operational Risk, 401k Rollovers, Operational Risk..., Uniform Combined State..., Qualified Retirement..., Management, Process Improvement, Anti Money Laundering, Equities
Education
Bucknell University 1995 — 1999
BA, Sociology, Music
Pershing, a BNY Mellon company May 2015 - Present
Pershing, LLC of The Bank of New York Mellon December 2006 - Present
ADP 2001 - 2006
CitiStreet 2001 - 2001
Prudential 1999 - 2001
Skills
FINRA, Series 7, Series 63, Securities, Financial Services, Series 24, Retirement, 401k, AML, Mutual Funds, Relationship Management, Retirement Planning, Settlement, Risk Management, Series 6, Back Office, Pensions, Operational Risk, 401k Rollovers, Operational Risk..., Uniform Combined State..., Qualified Retirement..., Management, Process Improvement, Anti Money Laundering, Equities
Education
Bucknell University 1995 — 1999
BA, Sociology, Music
Christopher Cyr's CitiStreet Experience 2000 - 2009
Job Director Mutual Fund Product Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2011 - Present
Upromise Investments, Inc. December 2006 - May 2011
CitiStreet 2000 - 2009
Skills
Mutual Funds, Product Management, Project Management, Finance, Management, Relationship Management, 401k, Cross-functional Team..., Retirement, Requirements Analysis, Series 7, Software Documentation, Securities, Financial Services
Education
University of Maine 1991 — 1993
BS, Business Administration
Bentley University 1989 — 1991
Fidelity Investments May 2011 - Present
Upromise Investments, Inc. December 2006 - May 2011
CitiStreet 2000 - 2009
Skills
Mutual Funds, Product Management, Project Management, Finance, Management, Relationship Management, 401k, Cross-functional Team..., Retirement, Requirements Analysis, Series 7, Software Documentation, Securities, Financial Services
Education
University of Maine 1991 — 1993
BS, Business Administration
Bentley University 1989 — 1991
Asha Mendu's CitiStreet Experience July 2002 - September 2008
Job Business Analyst at Voya Financial
Industry Financial Services
Experience
Voya Financial July 2013 - Present
ING US October 2008 - July 2014
CitiStreet July 2002 - September 2008
CitiStreet July 1999 - July 2002
CitiStreet December 1996 - June 1999
Federal Deposit Insurance Corporation 1991 - 1995
Dedham Institution for Savings 1985 - 1990
Skills
401k, ERISA, Retirement, Defined Contribution, Series 6, Financial Services, Retirement Plan..., Visio, Pensions, Relationship Management, FINRA
Education
Northeastern University 1987 — 1989
Accounting
Andhra University
Bachelor's degree, Zoology/Animal Biology
Voya Financial July 2013 - Present
ING US October 2008 - July 2014
CitiStreet July 2002 - September 2008
CitiStreet July 1999 - July 2002
CitiStreet December 1996 - June 1999
Federal Deposit Insurance Corporation 1991 - 1995
Dedham Institution for Savings 1985 - 1990
Skills
401k, ERISA, Retirement, Defined Contribution, Series 6, Financial Services, Retirement Plan..., Visio, Pensions, Relationship Management, FINRA
Education
Northeastern University 1987 — 1989
Accounting
Andhra University
Bachelor's degree, Zoology/Animal Biology
Traci McKenna's CitiStreet Experience 2006 - 2007
Job Sr. Project Manager, ING
Industry Financial Services
Experience
ING (Formerly CitiStreet) June 2008 - Present
ING 2008 - Present
CitiStreet 2006 - 2007
Skills
Business Requirements, Pensions, Risk Management
Education
American International College 1989 — 1991
BS, Finance
ING (Formerly CitiStreet) June 2008 - Present
ING 2008 - Present
CitiStreet 2006 - 2007
Skills
Business Requirements, Pensions, Risk Management
Education
American International College 1989 — 1991
BS, Finance
Stuart Jentis's CitiStreet Experience September 1997 - September 2005
Job Executive Director, CIB Compliance, JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase June 2011 - Present
Alcatel-Lucent May 2009 - June 2011
ADP Retirement Services October 2005 - October 2008
CitiStreet September 1997 - September 2005
Skills
Securities, Employment Law, Retirement, Contract Negotiation, Financial Services, Equities, Insurance, Due Diligence, 401k
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1988 — 1991
Juis Doctorate, Law
Muhlenberg College 1984 — 1988
B.A., History
JP Morgan Chase June 2011 - Present
Alcatel-Lucent May 2009 - June 2011
ADP Retirement Services October 2005 - October 2008
CitiStreet September 1997 - September 2005
Skills
Securities, Employment Law, Retirement, Contract Negotiation, Financial Services, Equities, Insurance, Due Diligence, 401k
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1988 — 1991
Juis Doctorate, Law
Muhlenberg College 1984 — 1988
B.A., History
Christopher L. Sears's CitiStreet Experience 1999 - 2000
Job Manager, Applications at TIAACREF
Industry Information Technology and Services
Experience
TIAA-CREF September 2010 - Present
SunGard Consulting Services 2002 - September 2010
Pyramid Digital Solutions 2000 - 2002
CitiStreet 1999 - 2000
State Street 1997 - 1999
Education
College of the Holy Cross 1992 — 1996
BA, Economics
TIAA-CREF September 2010 - Present
SunGard Consulting Services 2002 - September 2010
Pyramid Digital Solutions 2000 - 2002
CitiStreet 1999 - 2000
State Street 1997 - 1999
Education
College of the Holy Cross 1992 — 1996
BA, Economics
Abdelnaser Nassar's CitiStreet Experience October 2001 - August 2008
Job Sr Software Developer at Voya
Industry Financial Services
Experience
Voya Financial August 2008 - Present
CitiStreet October 2001 - August 2008
Skills
Java Enterprise Edition, Data Warehousing, Requirements Analysis, Visio, SQL, Software Development, Sybase, Unix, Business Analysis, Business Intelligence, Business Requirements, Databases, Eclipse, Enterprise Software, Integration, JSP, Java, MySQL, Performance Tuning, Operating Systems, Programming, SDLC, XML, Analysis
Education
Florida State College at Jacksonville
IT
Minufiya University
Engineering
University of North Florida
IT
Voya Financial August 2008 - Present
CitiStreet October 2001 - August 2008
Skills
Java Enterprise Edition, Data Warehousing, Requirements Analysis, Visio, SQL, Software Development, Sybase, Unix, Business Analysis, Business Intelligence, Business Requirements, Databases, Eclipse, Enterprise Software, Integration, JSP, Java, MySQL, Performance Tuning, Operating Systems, Programming, SDLC, XML, Analysis
Education
Florida State College at Jacksonville
IT
Minufiya University
Engineering
University of North Florida
IT
Daniel Schoenen's CitiStreet Experience March 2005 - September 2008
Job Assistant Vice President Equity Client Service/Relationship Management at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank January 2013 - Present
Deutsche Bank July 2010 - January 2013
Deutsche Bank September 2008 - July 2010
CitiStreet March 2005 - September 2008
T-Com 2003 - 2003
Skills
Equities, Relationship Management, 401k, Business Analysis, Risk Management, Banking, Fixed Income, Business Requirements, Back Office, Securities, Process Improvement, Project Management, Team Management, Settlement, Leadership
Education
University of North Florida - College of Business Administration 2003 — 2003
MBA, International Business
Fachhochschule Köln 1999 — 2003
Master of Intercultural Communication, International Business
Deutsche Bank January 2013 - Present
Deutsche Bank July 2010 - January 2013
Deutsche Bank September 2008 - July 2010
CitiStreet March 2005 - September 2008
T-Com 2003 - 2003
Skills
Equities, Relationship Management, 401k, Business Analysis, Risk Management, Banking, Fixed Income, Business Requirements, Back Office, Securities, Process Improvement, Project Management, Team Management, Settlement, Leadership
Education
University of North Florida - College of Business Administration 2003 — 2003
MBA, International Business
Fachhochschule Köln 1999 — 2003
Master of Intercultural Communication, International Business
David Dubreuil's CitiStreet Experience July 2004 - July 2005
Job Senior Business Analysts at Voya Financial
Industry Financial Services
Experience
Voya Financial (ING, CitiStreet) July 2005 - Present
CitiStreet July 2004 - July 2005
State Street May 2003 - July 2004
Emplanet May 2002 - January 2003
Fidelity Investments April 2001 - May 2002
Fleet Retirement Plan Services July 1998 - April 2001
Putnam Investments April 1997 - July 1998
Putnam Investments April 1996 - April 1997
Skills
Business Analysis, Software Documentation
Education
Bentley University 1995 — 1998
Business
Bristol Community College 1991 — 1994
Business Administration
Voya Financial (ING, CitiStreet) July 2005 - Present
CitiStreet July 2004 - July 2005
State Street May 2003 - July 2004
Emplanet May 2002 - January 2003
Fidelity Investments April 2001 - May 2002
Fleet Retirement Plan Services July 1998 - April 2001
Putnam Investments April 1997 - July 1998
Putnam Investments April 1996 - April 1997
Skills
Business Analysis, Software Documentation
Education
Bentley University 1995 — 1998
Business
Bristol Community College 1991 — 1994
Business Administration
Fahad Karim's CitiStreet Experience April 2007 - November 2007
Job Software Engineer
Industry Computer Software
Experience
DTCC January 2008 - Present
CitiStreet April 2007 - November 2007
Skills
Sybase, DB2, Java Enterprise Edition, SDLC, Perl, Unix, Web Services, Trading Systems, XML, SQL, Java, Software Development, Oracle, Requirements Analysis, Software Project..., Enterprise Architecture, Risk Management, Financial Reporting, Equities, Fixed Income, System Testing, Manual Testing, Data Warehousing, Unix Shell Scripting, Weblogic
Education
International Technological University 2008 — 2009
Master of Business Administration (M.B.A.)
The University of Texas at Dallas 2004 — 2006
Bachelor of Science, Electrical Engineering
Brookhaven Community College 2001 — 2003
Computer Science
DTCC January 2008 - Present
CitiStreet April 2007 - November 2007
Skills
Sybase, DB2, Java Enterprise Edition, SDLC, Perl, Unix, Web Services, Trading Systems, XML, SQL, Java, Software Development, Oracle, Requirements Analysis, Software Project..., Enterprise Architecture, Risk Management, Financial Reporting, Equities, Fixed Income, System Testing, Manual Testing, Data Warehousing, Unix Shell Scripting, Weblogic
Education
International Technological University 2008 — 2009
Master of Business Administration (M.B.A.)
The University of Texas at Dallas 2004 — 2006
Bachelor of Science, Electrical Engineering
Brookhaven Community College 2001 — 2003
Computer Science
Ronald A Porat's CitiStreet Experience 2001 - 2008
Job Senior Project/Program Manager
Industry Banking
Experience
RAP Data Services September 2014 - Present
Voya Financial July 2008 - 2014
CitiStreet 2001 - 2008
State Street 1992 - 2001
Skills
401k, SDLC, Defined Benefit, Benefits Administration, Business Requirements, Financial Services, Business Intelligence, Pensions, Vendor Management, Retirement, Business Process, Business Analysis, IT Strategy, Process Improvement, Disaster Recovery, Requirements Gathering, Outsourcing, User Acceptance Testing, Software Project..., Program Management, Employee Benefits, Defined Contribution, Enterprise Architecture, Business Process..., Requirements Analysis, Risk Management, Management, Project Management
Education
Boston University 1995 — 2011
Master’s Degree, Computer Information Systems (courses towards), 3.87 GPA
Central Connecticut State University 1975 — 1978
Bachelor's Degree, Child Development with minor in Business Administration
Wesleyan University 1973 — 1975
Psychology
RAP Data Services September 2014 - Present
Voya Financial July 2008 - 2014
CitiStreet 2001 - 2008
State Street 1992 - 2001
Skills
401k, SDLC, Defined Benefit, Benefits Administration, Business Requirements, Financial Services, Business Intelligence, Pensions, Vendor Management, Retirement, Business Process, Business Analysis, IT Strategy, Process Improvement, Disaster Recovery, Requirements Gathering, Outsourcing, User Acceptance Testing, Software Project..., Program Management, Employee Benefits, Defined Contribution, Enterprise Architecture, Business Process..., Requirements Analysis, Risk Management, Management, Project Management
Education
Boston University 1995 — 2011
Master’s Degree, Computer Information Systems (courses towards), 3.87 GPA
Central Connecticut State University 1975 — 1978
Bachelor's Degree, Child Development with minor in Business Administration
Wesleyan University 1973 — 1975
Psychology
Chris Marchionni's CitiStreet Experience April 2004 - February 2008
Job Account Executive at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2011 - Present
Bank of America Merrill Lynch March 2008 - October 2011
CitiStreet April 2004 - February 2008
New York Life Investment Management June 1992 - April 2004
Skills
401k, Defined Benefit, Series 7, Series 66, Investments, Pensions, Series 63, Retirement, Retirement Planning, Sales Operations, Financial Services, Series 6, Wealth Management
Education
Suffolk University - Sawyer School of Management 1997 — 2001
MBA, Business Finance
Assumption College 1988 — 1992
BA, Accounting
Fidelity Investments November 2011 - Present
Bank of America Merrill Lynch March 2008 - October 2011
CitiStreet April 2004 - February 2008
New York Life Investment Management June 1992 - April 2004
Skills
401k, Defined Benefit, Series 7, Series 66, Investments, Pensions, Series 63, Retirement, Retirement Planning, Sales Operations, Financial Services, Series 6, Wealth Management
Education
Suffolk University - Sawyer School of Management 1997 — 2001
MBA, Business Finance
Assumption College 1988 — 1992
BA, Accounting
Debbie Donovan Bayne, PMP's CitiStreet Experience 2001 - June 2008
Job IT Project Manager (consultant) at MassDOT
Industry Information Technology and Services
Experience
Massachusetts Department of Transportation - MassDOT 2010 - Present
NTT DATA 2010 - Present
ING 2008 - 2009
CitiStreet 2001 - June 2008
State Street 1992 - December 2000
Supervised Service Company/Kemper Financial 1991 - January 1992
AT&T American Transtech 1988 - 1991
Advanced Information Services 1984 - January 1988
Advanced Information Management June 1981 - 1984
Skills
Project Management, Software Development, SDLC, Software, Projects, Access, ERP, Microsoft Excel, Lotus Notes, Vendor Management, Six Sigma, Agile Methodologies, Testing, Integration, Business Process..., Business Intelligence, IT Management, SQL, Project Portfolio..., Analysis, Business Process, Business Analysis, Oracle, MS Project, SharePoint, Systems Analysis, PMP, Project Delivery, Visio, Requirements Analysis, Software Documentation, Disaster Recovery, PMO, ITIL, Program Management, IT Strategy, Quality Assurance, Databases, Enterprise Architecture, Leadership, Requirements Gathering, Business Requirements, Information Technology, Management, Software Project..., Process Improvement, User Acceptance Testing, Agile Project Management
Education
Boston University
Bridgewater State University
BS
Fitchburg State University
William George Associates
Massachusetts Department of Transportation - MassDOT 2010 - Present
NTT DATA 2010 - Present
ING 2008 - 2009
CitiStreet 2001 - June 2008
State Street 1992 - December 2000
Supervised Service Company/Kemper Financial 1991 - January 1992
AT&T American Transtech 1988 - 1991
Advanced Information Services 1984 - January 1988
Advanced Information Management June 1981 - 1984
Skills
Project Management, Software Development, SDLC, Software, Projects, Access, ERP, Microsoft Excel, Lotus Notes, Vendor Management, Six Sigma, Agile Methodologies, Testing, Integration, Business Process..., Business Intelligence, IT Management, SQL, Project Portfolio..., Analysis, Business Process, Business Analysis, Oracle, MS Project, SharePoint, Systems Analysis, PMP, Project Delivery, Visio, Requirements Analysis, Software Documentation, Disaster Recovery, PMO, ITIL, Program Management, IT Strategy, Quality Assurance, Databases, Enterprise Architecture, Leadership, Requirements Gathering, Business Requirements, Information Technology, Management, Software Project..., Process Improvement, User Acceptance Testing, Agile Project Management
Education
Boston University
Bridgewater State University
BS
Fitchburg State University
William George Associates
Jessica Medwin's CitiStreet Experience June 1998 - November 2000
Job Business Operations at EMC Consulting
Industry Information Technology and Services
Experience
EMC Consulting July 2009 - Present
EMC Consulting January 2009 - June 2009
BusinessEdge Solutions November 2000 - December 2008
CitiStreet June 1998 - November 2000
Education
The College of New Jersey 1996 — 1998
Bachelors, Psychology
County College of Morris 1994 — 1996
Associates
EMC Consulting July 2009 - Present
EMC Consulting January 2009 - June 2009
BusinessEdge Solutions November 2000 - December 2008
CitiStreet June 1998 - November 2000
Education
The College of New Jersey 1996 — 1998
Bachelors, Psychology
County College of Morris 1994 — 1996
Associates
Kristyn Chin's CitiStreet Experience 1996 - 1998
Job Independent Financial Services Professional
Industry Financial Services
Experience
Fidelity Investments 2006 - 2009
CitiStreet 1996 - 1998
Fidelilty 1987 - 1991
Education
Bridgewater State University 1982 — 1986
BS, education
Bridgewater State University 1981 — 1986
Fidelity Investments 2006 - 2009
CitiStreet 1996 - 1998
Fidelilty 1987 - 1991
Education
Bridgewater State University 1982 — 1986
BS, education
Bridgewater State University 1981 — 1986
Robert Van Sickle's CitiStreet Experience 1998 - 2005
Job Treasurer at Community Day Center
Industry
Experience
Community Day Center May 2007 - Present
CitiStreet 1998 - 2005
Education
Bentley University 1983 — 1987
B.S., Accountancy
Community Day Center May 2007 - Present
CitiStreet 1998 - 2005
Education
Bentley University 1983 — 1987
B.S., Accountancy
Dave Veen's CitiStreet Experience February 2002 - December 2007
Job Financial Consultant/Controller and FP&A specialist
Industry Financial Services
Experience
State Street April 2013 - Present
John Hancock Financial Services March 2012 - April 2013
State Street Bank February 2008 - March 2012
CitiStreet February 2002 - December 2007
Employee Benefit Administrators, Inc April 2000 - January 2002
The Larkin Group/Advanstar Communications January 1993 - April 2000
Relocation Resources, Inc.(RRI) March 1989 - August 1992
Skills
•Financial Reporting &..., •Financial Forecasting..., •Long Range Strategic..., •Cost Containment &..., •Corporate Accounting, •Consulting & Problem..., Proficient with mutiple...
Education
Bryant University 1992 — 1993
Master of Business Administration (M.B.A.), Finance, 3.7 GPA
Western Michigan University 1985 — 1988
Bachelor's Degree, Major:Finance, Minors: Accounting and Economics
State Street April 2013 - Present
John Hancock Financial Services March 2012 - April 2013
State Street Bank February 2008 - March 2012
CitiStreet February 2002 - December 2007
Employee Benefit Administrators, Inc April 2000 - January 2002
The Larkin Group/Advanstar Communications January 1993 - April 2000
Relocation Resources, Inc.(RRI) March 1989 - August 1992
Skills
•Financial Reporting &..., •Financial Forecasting..., •Long Range Strategic..., •Cost Containment &..., •Corporate Accounting, •Consulting & Problem..., Proficient with mutiple...
Education
Bryant University 1992 — 1993
Master of Business Administration (M.B.A.), Finance, 3.7 GPA
Western Michigan University 1985 — 1988
Bachelor's Degree, Major:Finance, Minors: Accounting and Economics
Sanjay Vyawhare's CitiStreet Experience July 2000 - July 2008
Job Sr Data Warehouse Developer at Everbank
Industry Banking
Experience
Everbank May 2015 - Present
Omnition Analytics, LLC July 2014 - May 2015
ING July 2008 - June 2014
CitiStreet July 2000 - July 2008
Vision Technology Group, Inc, India January 2000 - June 2000
Raymond Limited, India April 1997 - January 2000
Skills
SQL, Microsoft SQL Server, Databases, SDLC, Unix, Sybase, ETL, Requirements Analysis, Requirements Gathering
Education
Amravati University 1994 — 1996
M Sc, Computer
Everbank May 2015 - Present
Omnition Analytics, LLC July 2014 - May 2015
ING July 2008 - June 2014
CitiStreet July 2000 - July 2008
Vision Technology Group, Inc, India January 2000 - June 2000
Raymond Limited, India April 1997 - January 2000
Skills
SQL, Microsoft SQL Server, Databases, SDLC, Unix, Sybase, ETL, Requirements Analysis, Requirements Gathering
Education
Amravati University 1994 — 1996
M Sc, Computer
Marcia Howard's CitiStreet Experience April 1995 - July 2008
Job QDRO Consultant at Voya Financial
Industry Financial Services
Experience
Voya Financial January 2014 - Present
ING (nka VOYA) January 2013 - January 2014
ING July 2008 - January 2013
CitiStreet April 1995 - July 2008
WOLD May 1990 - April 1995
Skills
Qualified Domestic..., PPA, Employee Benefits, ERISA, Pensions, New Client..., Pension Funds, Benefits Administration, Defined Benefit, Process Improvement, Defined Contribution, Retirement, 401k, Pension Administration, Business Process, Financial Services, Business Requirements, Investments, Mutual Funds, Business Analysis, Vendor Management
Education
Brooklyn College
Bachelor of Arts, Communication/TV-R
Nova Southeastern University Shepard Broad College of Law
J.D., Law
Voya Financial January 2014 - Present
ING (nka VOYA) January 2013 - January 2014
ING July 2008 - January 2013
CitiStreet April 1995 - July 2008
WOLD May 1990 - April 1995
Skills
Qualified Domestic..., PPA, Employee Benefits, ERISA, Pensions, New Client..., Pension Funds, Benefits Administration, Defined Benefit, Process Improvement, Defined Contribution, Retirement, 401k, Pension Administration, Business Process, Financial Services, Business Requirements, Investments, Mutual Funds, Business Analysis, Vendor Management
Education
Brooklyn College
Bachelor of Arts, Communication/TV-R
Nova Southeastern University Shepard Broad College of Law
J.D., Law
Ray Dame's CitiStreet Experience January 2001 - July 2008
Job Vice President, Investment Services at ING
Industry Investment Banking
Experience
ING Vice President, Investment ServicesINGApril 1994 - Present
CitiStreet January 2001 - July 2008
Education
Boston University 1981 — 1985
BSBA, MS, Business Admin/Finance
ING Vice President, Investment ServicesINGApril 1994 - Present
CitiStreet January 2001 - July 2008
Education
Boston University 1981 — 1985
BSBA, MS, Business Admin/Finance
Allen Cohen's CitiStreet Experience 1997 - 2008
Job Client Relationship Manager
Industry Financial Services
Experience
Total Benefit Communcations April 2014 - 2014
ING 2008 - 2014
CitiStreet 1997 - 2008
Scudder Stevens and Clark 1993 - 1997
Skills
Series 6, Series 63, 401k, Retirement, Mutual Funds, Strategy, Securities, Employee Benefits, Series 7, CRM, Financial Services, Relationship Management, Defined Benefit, Investments, Manage Client..., Outsourcing, Business Relationship...
Education
Bates College 1980 — 1984
BA, English
Total Benefit Communcations April 2014 - 2014
ING 2008 - 2014
CitiStreet 1997 - 2008
Scudder Stevens and Clark 1993 - 1997
Skills
Series 6, Series 63, 401k, Retirement, Mutual Funds, Strategy, Securities, Employee Benefits, Series 7, CRM, Financial Services, Relationship Management, Defined Benefit, Investments, Manage Client..., Outsourcing, Business Relationship...
Education
Bates College 1980 — 1984
BA, English
David Egel's CitiStreet Experience January 2000 - January 2002
Job New England New Business Consultant at The Retirement Advantage, Inc.
Industry Financial Services
Experience
The Retirement Advantage, Inc. June 2011 - Present
ING October 2002 - June 2011
CitiStreet January 2000 - January 2002
STATE STREET RESEARCH & MANAGEMENT CO January 1998 - January 2000
U.S January 1990 - January 1998
SUN LIFE OF CANADA January 1983 - January 1998
WORRELL, PASSANATI & RADOCCIA, INC January 1982 - January 1983
New England Life January 1981 - January 1982
NEW ENGLAND LIFE January 1979 - January 1982
New England Life January 1979 - January 1981
Skills
Retirement, 401k, Retirement Planning, ERISA, Mutual Funds, Retirement Plan..., Pensions, Profit Sharing, Marketing Strategy, Defined Benefit, Employee Benefits, Investments
Education
Suffolk University Law School
J.D
Boston University
B.A
The Retirement Advantage, Inc. June 2011 - Present
ING October 2002 - June 2011
CitiStreet January 2000 - January 2002
STATE STREET RESEARCH & MANAGEMENT CO January 1998 - January 2000
U.S January 1990 - January 1998
SUN LIFE OF CANADA January 1983 - January 1998
WORRELL, PASSANATI & RADOCCIA, INC January 1982 - January 1983
New England Life January 1981 - January 1982
NEW ENGLAND LIFE January 1979 - January 1982
New England Life January 1979 - January 1981
Skills
Retirement, 401k, Retirement Planning, ERISA, Mutual Funds, Retirement Plan..., Pensions, Profit Sharing, Marketing Strategy, Defined Benefit, Employee Benefits, Investments
Education
Suffolk University Law School
J.D
Boston University
B.A
Stephen Samsel's CitiStreet Experience January 1996 - November 2003
Job Bookkeeper/Accountant at James A. Kiley Co
Industry Accounting
Experience
James A. Kiley Co January 2014 - Present
Lux Research July 2013 - December 2013
Town of Wellesley February 2013 - July 2013
FusionStorm April 2011 - October 2012
Bainbridge International Inc. November 2010 - March 2011
Universal Technical Institute September 2010 - November 2010
Prism Education Group, Inc. February 2006 - July 2008
ACS (Formerly Mellon HR&IS) August 2004 - September 2005
Autopart International December 2003 - August 2004
CitiStreet January 1996 - November 2003
Skills
Payroll Taxes, Bookkeeping, Payroll, Journal Entries, General Ledger, Account Reconciliation, QuickBooks, Accounts Payable, Accounting, Tax Returns, Tax, Paychex, Fixed Assets
Education
New England College of Finance 1989 — 1993
Career Concentration Certificate, Accounting and Finance
Alvernia College 1983 — 1987
Bachelor of Arts (B.A.), Criminal Justice
James A. Kiley Co January 2014 - Present
Lux Research July 2013 - December 2013
Town of Wellesley February 2013 - July 2013
FusionStorm April 2011 - October 2012
Bainbridge International Inc. November 2010 - March 2011
Universal Technical Institute September 2010 - November 2010
Prism Education Group, Inc. February 2006 - July 2008
ACS (Formerly Mellon HR&IS) August 2004 - September 2005
Autopart International December 2003 - August 2004
CitiStreet January 1996 - November 2003
Skills
Payroll Taxes, Bookkeeping, Payroll, Journal Entries, General Ledger, Account Reconciliation, QuickBooks, Accounts Payable, Accounting, Tax Returns, Tax, Paychex, Fixed Assets
Education
New England College of Finance 1989 — 1993
Career Concentration Certificate, Accounting and Finance
Alvernia College 1983 — 1987
Bachelor of Arts (B.A.), Criminal Justice
Fred Conley's CitiStreet Experience August 2000 - July 2005
Job SVP, Head of Institutional DCIO Sales at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments June 2014 - Present
Goldman Sachs Asset Management September 2010 - January 2014
Genworth Financial July 2005 - September 2010
CitiStreet August 2000 - July 2005
American Express 1996 - 2000
Hewitt Associates 1989 - 1994
Skills
Business Development, Retirement, Sales, Employee Benefits, 401k, Guaranteed Lifetime..., Institutional..., International Sales, Sales Management, Defined Contribution
Education
Columbia University in the City of New York
BA
Fidelity Investments June 2014 - Present
Goldman Sachs Asset Management September 2010 - January 2014
Genworth Financial July 2005 - September 2010
CitiStreet August 2000 - July 2005
American Express 1996 - 2000
Hewitt Associates 1989 - 1994
Skills
Business Development, Retirement, Sales, Employee Benefits, 401k, Guaranteed Lifetime..., Institutional..., International Sales, Sales Management, Defined Contribution
Education
Columbia University in the City of New York
BA
Rachel Bardsley Batchelder's CitiStreet Experience May 2007 - April 2009
Job Vice President, Client Experience at ING US
Industry Financial Services
Eugene A. Nawotniak's CitiStreet Experience March 2004 - July 2005
Job Radiologic Technician at Dent Neurologic Institute
Industry Hospital & Health Care
Experience
Dent Neurologic Institute February 2010 - Present
United States Air Force August 2005 - August 2009
CitiStreet March 2004 - July 2005
InvestPrivate, Inc June 2003 - January 2004
Clarence Center Coffee Company July 2001 - June 2003
Education
University of West Florida - College of Business 2007 — 2009
M.B.A, Business Administration
Canisius College 1997 — 2001
B.S., Management
Diagnostic Imaging TechnologyCommunity College of the Air Force
AAS
ManagementCanisius College
Bachelors of Science
Dent Neurologic Institute February 2010 - Present
United States Air Force August 2005 - August 2009
CitiStreet March 2004 - July 2005
InvestPrivate, Inc June 2003 - January 2004
Clarence Center Coffee Company July 2001 - June 2003
Education
University of West Florida - College of Business 2007 — 2009
M.B.A, Business Administration
Canisius College 1997 — 2001
B.S., Management
Diagnostic Imaging TechnologyCommunity College of the Air Force
AAS
ManagementCanisius College
Bachelors of Science
Phyllis Clougherty's CitiStreet Experience January 2002 - May 2006
Job DirectorRisk and Compliance at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2013 - Present
Fidelity Investments May 2006 - September 2013
CitiStreet January 2002 - May 2006
Fidelity Investments March 1990 - January 2000
Skills
Series 7, Series 24, Risk Management, Leadership, Management
Education
Boston College
Bachelor of Arts (B.A.), English and Communications
Fidelity Investments September 2013 - Present
Fidelity Investments May 2006 - September 2013
CitiStreet January 2002 - May 2006
Fidelity Investments March 1990 - January 2000
Skills
Series 7, Series 24, Risk Management, Leadership, Management
Education
Boston College
Bachelor of Arts (B.A.), English and Communications
Jenkins (Gary)'s CitiStreet Experience April 2000 - June 2009
Job Deputy General Counsel at Voya Financial
Industry Legal Services
Experience
Voya Financial April 2014 - Present
ING July 2008 - Present
CitiStreet April 2000 - June 2009
State Street May 1994 - March 2000
Skills
Individual and Group..., Securities, Privacy Issues, Defined Contribution, Joint Ventures, Defined Benefit, ERISA, Taxation
Education
Columbia College (NY)
Bachelor's Degree
Univesity of Miami
Master of Laws (LL.M.), Taxation
Washinton University School of Law
Doctor of Law (J.D.)
Voya Financial April 2014 - Present
ING July 2008 - Present
CitiStreet April 2000 - June 2009
State Street May 1994 - March 2000
Skills
Individual and Group..., Securities, Privacy Issues, Defined Contribution, Joint Ventures, Defined Benefit, ERISA, Taxation
Education
Columbia College (NY)
Bachelor's Degree
Univesity of Miami
Master of Laws (LL.M.), Taxation
Washinton University School of Law
Doctor of Law (J.D.)
R. Scott Vivilecchia's CitiStreet Experience 2004 - 2008
Job Multimedia Designer at Voya Financial
Industry Financial Services
Experience
Voya Financial Multimedia Designer & Production SpecialistVoya FinancialAugust 2015 - Present
freelance January 1995 - Present
Voya Financial (formally ING) 2008 - July 2015
CitiStreet 2004 - 2008
Skills
Adobe Creative Suite, HTML 5, Web Development, Web Design, Photoshop, Graphic Design, CSS, Creative Solutions, Corporate Identity, JavaScript, jQuery, PHP, Premiere, After Effects, Flash Animation, Advertising, Financial Services, Layout, adobe illustator, Flash Video, Mobile Solutions, Backbone.js, LESS / SASS, PowerPoint
Education
Lesley University 1998 — 2001
Graphic Design
County College of Morris 1996 — 1998
Computer Science / Graphic Design
Voya Financial Multimedia Designer & Production SpecialistVoya FinancialAugust 2015 - Present
freelance January 1995 - Present
Voya Financial (formally ING) 2008 - July 2015
CitiStreet 2004 - 2008
Skills
Adobe Creative Suite, HTML 5, Web Development, Web Design, Photoshop, Graphic Design, CSS, Creative Solutions, Corporate Identity, JavaScript, jQuery, PHP, Premiere, After Effects, Flash Animation, Advertising, Financial Services, Layout, adobe illustator, Flash Video, Mobile Solutions, Backbone.js, LESS / SASS, PowerPoint
Education
Lesley University 1998 — 2001
Graphic Design
County College of Morris 1996 — 1998
Computer Science / Graphic Design
Heather Davis's CitiStreet Experience June 2005 - August 2006
Job National Client Relations Manager at American Tower
Industry Telecommunications
Experience
American Tower April 2013 - Present
ING January 2012 - April 2013
ING February 2008 - December 2011
Salem State University June 2006 - February 2008
CitiStreet June 2005 - August 2006
Skills
Customer Service, Process Improvement, Leadership, Project Management, Training, Siebel 8.0 - case..., OmniPlus platform for..., PeopleSoft, Documentum, Power Image, Research, Public Speaking, Microsoft Office, Analysis, Microsoft Excel, Staff Development, Leadership Development, Policy, PowerPoint, Higher Education, Six Sigma, Sales
Education
Boston College 2003 — 2005
MA, English
Eastern Nazarene College 1995 — 1999
BA, English
American Tower April 2013 - Present
ING January 2012 - April 2013
ING February 2008 - December 2011
Salem State University June 2006 - February 2008
CitiStreet June 2005 - August 2006
Skills
Customer Service, Process Improvement, Leadership, Project Management, Training, Siebel 8.0 - case..., OmniPlus platform for..., PeopleSoft, Documentum, Power Image, Research, Public Speaking, Microsoft Office, Analysis, Microsoft Excel, Staff Development, Leadership Development, Policy, PowerPoint, Higher Education, Six Sigma, Sales
Education
Boston College 2003 — 2005
MA, English
Eastern Nazarene College 1995 — 1999
BA, English
Anthony Benoit's CitiStreet Experience October 2002 - July 2008
Job Marketing Communications Director at Voya
Industry Financial Services
Experience
Voya Financial July 2008 - Present
CitiStreet October 2002 - July 2008
Education
Babson College - Franklin W. Olin Graduate School of Business 1991 — 1996
Masters, Marketing
Boston College 1980 — 1984
BA, Mathematics, Economics
Voya Financial July 2008 - Present
CitiStreet October 2002 - July 2008
Education
Babson College - Franklin W. Olin Graduate School of Business 1991 — 1996
Masters, Marketing
Boston College 1980 — 1984
BA, Mathematics, Economics
Valentin Casandroiu's CitiStreet Experience October 1999 - March 2006
Job Inspector at Regie de l'Assurance Maladie du Quebec
Industry Government Administration
Experience
Regie de l'Assurance Maladie du Quebec July 2010 - Present
Burlington County Department Of Corrections April 2006 - June 2010
CitiStreet October 1999 - March 2006
Education
1986 — 1991
Bachelor, Economics
Regie de l'Assurance Maladie du Quebec July 2010 - Present
Burlington County Department Of Corrections April 2006 - June 2010
CitiStreet October 1999 - March 2006
Education
1986 — 1991
Bachelor, Economics
Ann Plichta's CitiStreet Experience September 1998 - July 2007
Job
Industry
Experience
CitiStreet September 1998 - July 2007
Education
Bryant College 1993 — 1996
MBA, Marketing
Syracuse University 1976 — 1980
BS, Television/Radio
CitiStreet September 1998 - July 2007
Education
Bryant College 1993 — 1996
MBA, Marketing
Syracuse University 1976 — 1980
BS, Television/Radio
Joe Clinton's CitiStreet Experience 2000 - 2008
Job Information Technology, Software Developer
Industry Information Technology and Services
Experience
ING Americas 2008 - January 2011
CitiStreet 2000 - 2008
State Street 1993 - 2000
Skills
Analysis, Software Documentation, Testing, Visio, Windows, Unix
Education
Blue Hill TI
Degree, Data Processing and Computer Programming
Clark University
Certificate, Client/Server Programming & Web Development
ING Americas 2008 - January 2011
CitiStreet 2000 - 2008
State Street 1993 - 2000
Skills
Analysis, Software Documentation, Testing, Visio, Windows, Unix
Education
Blue Hill TI
Degree, Data Processing and Computer Programming
Clark University
Certificate, Client/Server Programming & Web Development
Julia Albrand's CitiStreet Experience January 2000 - June 2008
Job Banking Professional
Industry Banking
Experience
ING 2008 - 2010
CitiStreet January 2000 - June 2008
State Street Bank October 1996 - December 1999
Skills
Customer Relations, Data Entry, Banking, Outlook, Lotus Notes, Problem Solving, Customer Service, Microsoft Excel, Sales, Recruiting, Employee Benefits, Leadership, Human Resources, Team Building
Education
Bridgewater State College 1975 — 1975
6 credits toward a Masters Degree, Education
University of Massachusetts, Amherst
B. A., Sociology and Psychology
ING 2008 - 2010
CitiStreet January 2000 - June 2008
State Street Bank October 1996 - December 1999
Skills
Customer Relations, Data Entry, Banking, Outlook, Lotus Notes, Problem Solving, Customer Service, Microsoft Excel, Sales, Recruiting, Employee Benefits, Leadership, Human Resources, Team Building
Education
Bridgewater State College 1975 — 1975
6 credits toward a Masters Degree, Education
University of Massachusetts, Amherst
B. A., Sociology and Psychology
Kellie Mcgrath's CitiStreet Experience July 2006 - February 2009
Job Research anaylst at Merchant Warehouse
Industry Financial Services
Experience
Merchant Warehouse April 2012 - Present
Merchant Warehouse July 2011 - April 2012
ING Investment Management February 2009 - August 2010
CitiStreet July 2006 - February 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Customer Service, Customer relations, Editing, Writing, Research, Public Speaking, Phone Skills, Training
Education
Boston University 2002 — 2006
Bachelor of Science (B.S.), History Teacher Education
Merchant Warehouse April 2012 - Present
Merchant Warehouse July 2011 - April 2012
ING Investment Management February 2009 - August 2010
CitiStreet July 2006 - February 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Customer Service, Customer relations, Editing, Writing, Research, Public Speaking, Phone Skills, Training
Education
Boston University 2002 — 2006
Bachelor of Science (B.S.), History Teacher Education
Clyde Parson's CitiStreet Experience August 2005 - February 2006
Job Business Analyst, Technical Writer
Industry Information Technology and Services
Experience
PwC (Consultant via Veredus) October 2013 - March 2014
HealthPlan Services November 2011 - September 2013
Arbitration Forums August 2008 - November 2011
Restaurant Magic Software October 2007 - May 2008
Bond Technologies February 2006 - September 2007
CitiStreet August 2005 - February 2006
Convergys July 2000 - August 2005
Skills
SDLC, Software Documentation, Business Analysis, Requirements Gathering, Business Process, Process Improvement, Analysis, Business Requirements, Visio, Training Delivery, Project Planning, SharePoint, Requirements Analysis, Management, Business Intelligence, Agile Methodologies, Vendor Management, Software Project..., Systems Analysis, Business Process..., SQL, PMP, Functional..., Enterprise Architecture, Program Management, Project Management
Education
The University of Tennessee at Chattanooga
Bachelor of Science (BS), Marketing
Chattanooga State Community College
Associate of Science (A.S.)
PwC (Consultant via Veredus) October 2013 - March 2014
HealthPlan Services November 2011 - September 2013
Arbitration Forums August 2008 - November 2011
Restaurant Magic Software October 2007 - May 2008
Bond Technologies February 2006 - September 2007
CitiStreet August 2005 - February 2006
Convergys July 2000 - August 2005
Skills
SDLC, Software Documentation, Business Analysis, Requirements Gathering, Business Process, Process Improvement, Analysis, Business Requirements, Visio, Training Delivery, Project Planning, SharePoint, Requirements Analysis, Management, Business Intelligence, Agile Methodologies, Vendor Management, Software Project..., Systems Analysis, Business Process..., SQL, PMP, Functional..., Enterprise Architecture, Program Management, Project Management
Education
The University of Tennessee at Chattanooga
Bachelor of Science (BS), Marketing
Chattanooga State Community College
Associate of Science (A.S.)
Frank Sinnock's CitiStreet Experience March 1996 - May 2000
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Accenture September 2004 - July 2006
Paragon Computer Professionals May 2000 - November 2000
CitiStreet March 1996 - May 2000
Symbiotic, Inc. January 1995 - November 1995
Skills
Java, OOAD, Windows Server, Windows 7, JDBC, Oracle, DB2, Eclipse, Tomcat, PVCS, JProbe, VisualAge, JSP, XML, EJB, CORBA, Microsoft Office
Education
Cornell University 1990 — 1994
BS, Computer Science
Northeast Technical Institute 2012 — 2013
Accenture September 2004 - July 2006
Paragon Computer Professionals May 2000 - November 2000
CitiStreet March 1996 - May 2000
Symbiotic, Inc. January 1995 - November 1995
Skills
Java, OOAD, Windows Server, Windows 7, JDBC, Oracle, DB2, Eclipse, Tomcat, PVCS, JProbe, VisualAge, JSP, XML, EJB, CORBA, Microsoft Office
Education
Cornell University 1990 — 1994
BS, Computer Science
Northeast Technical Institute 2012 — 2013
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY