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
Amanda Sardella Amanda Sardella's CitiStreet Experience June 2003 - July 2004
Job Quality Assurance Analyst III at TD
Industry Banking
Experience
TD January 2014 - Present
TD Auto Finance September 2011 - December 2013
TD Bank Group May 2009 - September 2011
TD Bank Group June 2007 - May 2009
CitiStreet June 2003 - July 2004
Skills
Loans, Sales Process, Banking, Finance, Business Process..., Sales, Consumer Lending, Business Development, Time Management, Credit, Analysis, Coaching, Mutual Funds, Mortgage Lending, Customer Satisfaction, Credit Analysis, Customer Service, Sales Management
Education
Kaplan University
Bachelors of Applied Science, Business/Accounting
Lewiston High School
TD January 2014 - Present
TD Auto Finance September 2011 - December 2013
TD Bank Group May 2009 - September 2011
TD Bank Group June 2007 - May 2009
CitiStreet June 2003 - July 2004
Skills
Loans, Sales Process, Banking, Finance, Business Process..., Sales, Consumer Lending, Business Development, Time Management, Credit, Analysis, Coaching, Mutual Funds, Mortgage Lending, Customer Satisfaction, Credit Analysis, Customer Service, Sales Management
Education
Kaplan University
Bachelors of Applied Science, Business/Accounting
Lewiston High School
Brian Dean Brian Dean's CitiStreet Experience 1995 - 2007
Job Passionate and proven relationship leader focused on operational excellence and client satisfaction
Industry Financial Services
Experience
Aon Hewitt March 2015 - Present
VOYA Financial (Formerly ING) January 2008 - December 2014
CitiStreet 1995 - 2007
State Street Bank and Trust 1995 - 1998
Skills
Management, Leadership, Project Management, Outsourcing, Strategy, Call Centers, 401k, Benefits Administration, CRM, Customer Service, Leadership Development, Operations Management, Employee Benefits, Defined Benefit, Vendor Management, Retirement, Strategic Planning, Building Relationships, Risk Management, Change Management, Performance Management, Customer Relations, Business Management, Team Leadership, Training, Pension Administration, Retirement Benefits
Education
Quinnipiac University - School of Business 1990 — 1995
BS, Business Management
Aon Hewitt March 2015 - Present
VOYA Financial (Formerly ING) January 2008 - December 2014
CitiStreet 1995 - 2007
State Street Bank and Trust 1995 - 1998
Skills
Management, Leadership, Project Management, Outsourcing, Strategy, Call Centers, 401k, Benefits Administration, CRM, Customer Service, Leadership Development, Operations Management, Employee Benefits, Defined Benefit, Vendor Management, Retirement, Strategic Planning, Building Relationships, Risk Management, Change Management, Performance Management, Customer Relations, Business Management, Team Leadership, Training, Pension Administration, Retirement Benefits
Education
Quinnipiac University - School of Business 1990 — 1995
BS, Business Management
Kim Osborne's CitiStreet Experience 1996 - 2008
Job Manager of Training & Call Quality at Grand Circle Corporation
Industry Program Development
Experience
Grand Circle Corporation April 2013 - Present
Nestle Waters North America January 2008 - February 2013
CitiStreet 1996 - 2008
ELSI September 1988 - December 1995
Skills
Recruiting, Training, Leadership, Onboarding, Leadership Development, Management
Education
Lesley University
Masters, Management
Trinity College Burlington, VT
Bachelors, Social Work
Grand Circle Corporation April 2013 - Present
Nestle Waters North America January 2008 - February 2013
CitiStreet 1996 - 2008
ELSI September 1988 - December 1995
Skills
Recruiting, Training, Leadership, Onboarding, Leadership Development, Management
Education
Lesley University
Masters, Management
Trinity College Burlington, VT
Bachelors, Social Work
Rhonda Freeland Rhonda Freeland's CitiStreet Experience November 2000 - March 2002
Job Community Corrections Officer at WA Department of Corrections
Industry Government Administration
Experience
Washington State Department of Corrections July 2008 - Present
WA Employment Security Department January 2012 - September 2012
WA Employment Security Department April 2010 - January 2012
Shelby County Sheriff's Office July 2006 - May 2008
Tidewater Community College Student Newspaper January 2003 - August 2005
CitiStreet November 2000 - March 2002
Skills
Private Investigations, Security, Case Managment, Enforcement, Property Management, Policy, Public Speaking, Leadership Development, Government, Community Outreach, Research, Workshop Facilitation, Customer Service, Organizational..., Employee Relations, Team Building, Outlook, Coaching, Training, Human Resources, Recruiting, Risk Management, Compliance, Employment Law
Education
Seattle University 2013 — 2015
Master of Public Administration (MPA), Public Administration
The University of Memphis 2006 — 2008
Bachelors of Liberal Arts, Criminal Justice, Psychology
Old Dominion University 2005 — 2005
Criminal Justice
Tidewater Community College 2002 — 2004
Associates of Applied Science, Administration of Justice
Washington State Department of Corrections July 2008 - Present
WA Employment Security Department January 2012 - September 2012
WA Employment Security Department April 2010 - January 2012
Shelby County Sheriff's Office July 2006 - May 2008
Tidewater Community College Student Newspaper January 2003 - August 2005
CitiStreet November 2000 - March 2002
Skills
Private Investigations, Security, Case Managment, Enforcement, Property Management, Policy, Public Speaking, Leadership Development, Government, Community Outreach, Research, Workshop Facilitation, Customer Service, Organizational..., Employee Relations, Team Building, Outlook, Coaching, Training, Human Resources, Recruiting, Risk Management, Compliance, Employment Law
Education
Seattle University 2013 — 2015
Master of Public Administration (MPA), Public Administration
The University of Memphis 2006 — 2008
Bachelors of Liberal Arts, Criminal Justice, Psychology
Old Dominion University 2005 — 2005
Criminal Justice
Tidewater Community College 2002 — 2004
Associates of Applied Science, Administration of Justice
Phyllis Epstein Phyllis Epstein's CitiStreet Experience January 2002 - December 2004
Job Relationship Management Professional
Industry Financial Services
Experience
ING January 2012 - April 2013
ING January 2005 - December 2011
CitiStreet January 2002 - December 2004
CitiStreet January 1996 - December 2001
State Street Bank & Trust Company April 1991 - December 1995
Capitol Bank & Trust Company January 1981 - December 1990
Skills
Pensions, Relationship Management, Defined Benefit, Investments, DC 401K, Plan Operations, Plan Design and Strategy, Financial Services, Business Strategy, Project Management, Leadership, Change Management, Retirement Planning, CRM, Process Improvement, Management, Analysis, Training, Business Process..., Strategy, Sales, Strategic Planning, Strategic Financial..., Risk Management, Team Building, Banking
Education
Keene State College
ING January 2012 - April 2013
ING January 2005 - December 2011
CitiStreet January 2002 - December 2004
CitiStreet January 1996 - December 2001
State Street Bank & Trust Company April 1991 - December 1995
Capitol Bank & Trust Company January 1981 - December 1990
Skills
Pensions, Relationship Management, Defined Benefit, Investments, DC 401K, Plan Operations, Plan Design and Strategy, Financial Services, Business Strategy, Project Management, Leadership, Change Management, Retirement Planning, CRM, Process Improvement, Management, Analysis, Training, Business Process..., Strategy, Sales, Strategic Planning, Strategic Financial..., Risk Management, Team Building, Banking
Education
Keene State College
Naveen Sisupalan Naveen Sisupalan's CitiStreet Experience July 2007 - April 2008
Job Senior Development Analyst
Industry Information Technology and Services
Experience
America First Credit Union August 2013 - Present
Prolifics May 2008 - August 2013
CitiStreet July 2007 - April 2008
Coldwell Banker Residential Brokerage January 2007 - July 2007
US Technology September 2003 - December 2006
Xeon Info Systems October 2001 - August 2003
Skills
Java, J2EE, Mobile Applications, Web 2.0, Framework Design, UML, JSF, Groovy, WebSphere Application..., AJAX, jQuery, Dojo, Android, SOA, JBoss Application Server, EJB, AOP, AspectJ, Maven, Ant, Jenkins, Java Enterprise Edition, JPA, Servlets, Design Patterns
Education
Kannur University 1997 — 2001
Bachelors in Technology, Computer Science
America First Credit Union August 2013 - Present
Prolifics May 2008 - August 2013
CitiStreet July 2007 - April 2008
Coldwell Banker Residential Brokerage January 2007 - July 2007
US Technology September 2003 - December 2006
Xeon Info Systems October 2001 - August 2003
Skills
Java, J2EE, Mobile Applications, Web 2.0, Framework Design, UML, JSF, Groovy, WebSphere Application..., AJAX, jQuery, Dojo, Android, SOA, JBoss Application Server, EJB, AOP, AspectJ, Maven, Ant, Jenkins, Java Enterprise Edition, JPA, Servlets, Design Patterns
Education
Kannur University 1997 — 2001
Bachelors in Technology, Computer Science
Lynn Doherty, CFP® Lynn Doherty, CFP®'s CitiStreet Experience November 2004 - November 2005
Job Assistant Vice President
Industry Financial Services
Experience
MetLife Premier Client Group February 2014 - Present
MetLife November 2012 - February 2014
MetLife November 2008 - November 2012
MetLife Resources November 2005 - November 2008
CitiStreet November 2004 - November 2005
Quick & Reilly December 2002 - June 2004
First Citizens Bank June 2001 - December 2002
First Union Securities May 2000 - June 2001
First Union Insurance Group/Essex Corporation August 1995 - May 2000
Dean Witter/InterCapital August 1993 - August 1995
Skills
Leadership, Retirement Planning, Strategic Financial..., Finance, Insurance, Financial Planning, Life Insurance, Mutual Funds, Fixed Annuities, Retirement, Financial Advisory, Financial Services, Wealth Management, Management, Succession Planning, Workshop Facilitation, Training Facilitation, Team Facilitation, Large Group Facilitation, Investments
Education
Miami University 1986 — 1990
Bachelor's Degree, Finance
Queens University of Charlotte
CFP preparation program
MetLife Premier Client Group February 2014 - Present
MetLife November 2012 - February 2014
MetLife November 2008 - November 2012
MetLife Resources November 2005 - November 2008
CitiStreet November 2004 - November 2005
Quick & Reilly December 2002 - June 2004
First Citizens Bank June 2001 - December 2002
First Union Securities May 2000 - June 2001
First Union Insurance Group/Essex Corporation August 1995 - May 2000
Dean Witter/InterCapital August 1993 - August 1995
Skills
Leadership, Retirement Planning, Strategic Financial..., Finance, Insurance, Financial Planning, Life Insurance, Mutual Funds, Fixed Annuities, Retirement, Financial Advisory, Financial Services, Wealth Management, Management, Succession Planning, Workshop Facilitation, Training Facilitation, Team Facilitation, Large Group Facilitation, Investments
Education
Miami University 1986 — 1990
Bachelor's Degree, Finance
Queens University of Charlotte
CFP preparation program
Trish Goyetch Trish Goyetch's CitiStreet Experience June 1998 - June 2008
Job Head of IT Strategic Web Initiatives and Requirements
Industry Financial Services
Experience
ING U.S. June 1998 - Present
CitiStreet June 1998 - June 2008
State Street January 1996 - June 1998
Skills
Vendor Management, Financial Services, Business Analysis, Web Content Management, Information Technology, Team Building, Web Development, Project Delivery, Customer Service, Budget, Relationship Management, SDLC, Business Requirements, Budgets, Business Process...
Education
Providence College 1990 — 1994
B.S. Liberal Arts, Business and Spanish
Canton High School, Canton Ma
ING U.S. June 1998 - Present
CitiStreet June 1998 - June 2008
State Street January 1996 - June 1998
Skills
Vendor Management, Financial Services, Business Analysis, Web Content Management, Information Technology, Team Building, Web Development, Project Delivery, Customer Service, Budget, Relationship Management, SDLC, Business Requirements, Budgets, Business Process...
Education
Providence College 1990 — 1994
B.S. Liberal Arts, Business and Spanish
Canton High School, Canton Ma
Joe Krajewski Joe Krajewski's CitiStreet Experience January 2002 - May 2006
Job Graphic Design Professional
Industry Graphic Design
Experience
MetLife 2006 - 2014
CitiStreet January 2002 - May 2006
The Copeland Companies July 1999 - January 2002
Skills
Photoshop, Graphic Design, Project Management, Leadership, Marketing Communications, Adobe Creative Suite, Microsoft Word, Web Design, Social Media, Sales, Advertising, Management, Illustrator, Microsoft Excel, Art Direction, Creative Direction, InDesign, Graphics, Marketing, Concept Development, Strategic Planning, Typography, Logo Design, Adobe Acrobat, Marketing Strategy
Education
Kean University 1997 — 1999
BFA, Visual Communications
Raritan Valley Community College 1995 — 1997
Associate of Arts (AA), Studio Arts, Graphic Design & Social Science
MetLife 2006 - 2014
CitiStreet January 2002 - May 2006
The Copeland Companies July 1999 - January 2002
Skills
Photoshop, Graphic Design, Project Management, Leadership, Marketing Communications, Adobe Creative Suite, Microsoft Word, Web Design, Social Media, Sales, Advertising, Management, Illustrator, Microsoft Excel, Art Direction, Creative Direction, InDesign, Graphics, Marketing, Concept Development, Strategic Planning, Typography, Logo Design, Adobe Acrobat, Marketing Strategy
Education
Kean University 1997 — 1999
BFA, Visual Communications
Raritan Valley Community College 1995 — 1997
Associate of Arts (AA), Studio Arts, Graphic Design & Social Science
Brooke Spilatro's CitiStreet Experience March 2001 - July 2003
Job Team Lead Cash Operations at Great West Financial / FASCore LLC
Industry Financial Services
Experience
Great-West / FASCore LLC February 2010 - Present
Macy's April 2014 - May 2015
Macy's September 2010 - April 2014
Great West / FASCore LLC July 2009 - February 2010
ING July 2007 - July 2009
Pelican Pool and Ski Center February 2001 - May 2007
BISYS July 2003 - March 2004
CitiStreet March 2001 - July 2003
CititStreet Retirement Services September 2000 - March 2001
D.A.R.E. New Jersey 1999 - 2000
Skills
Management, Customer Service, Employee Training, Marketing, Microsoft Excel, Sales, Training, Payroll, Interviews, Retail, Accounts Receivable, Outlook, Microsoft Word, Microsoft Office, Accounts Payable, New Business Development, Customer Relations, Team Management
Education
DeVry University 1999 — 2002
Associate's, Business Administration
Bridgewater-Raritan High School 1988 — 1992
Diploma, General Studies
Rider University
Great-West / FASCore LLC February 2010 - Present
Macy's April 2014 - May 2015
Macy's September 2010 - April 2014
Great West / FASCore LLC July 2009 - February 2010
ING July 2007 - July 2009
Pelican Pool and Ski Center February 2001 - May 2007
BISYS July 2003 - March 2004
CitiStreet March 2001 - July 2003
CititStreet Retirement Services September 2000 - March 2001
D.A.R.E. New Jersey 1999 - 2000
Skills
Management, Customer Service, Employee Training, Marketing, Microsoft Excel, Sales, Training, Payroll, Interviews, Retail, Accounts Receivable, Outlook, Microsoft Word, Microsoft Office, Accounts Payable, New Business Development, Customer Relations, Team Management
Education
DeVry University 1999 — 2002
Associate's, Business Administration
Bridgewater-Raritan High School 1988 — 1992
Diploma, General Studies
Rider University
Harvey Gannon Harvey Gannon's CitiStreet Experience 1988 - 2005
Job
Industry Financial Services
Glenda Boyhen Glenda Boyhen's CitiStreet Experience 2006 - 2008
Job Project Manager/Consultant at Independence Administrators
Industry Information Technology and Services
Experience
Independence Administrators October 2013 - April 2015
Blue Cross Blue Shield of Florida March 2008 - October 2013
CitiStreet 2006 - 2008
Vistakon 1995 - 2006
Union Camp Corp 1988 - 1995
Skills
SDLC, Process Improvement, Business Analysis, SharePoint, Vendor Management, Visio, Requirements Gathering, Project Management, IT Management, Requirements Analysis, Integration, Software Documentation, Business Process..., Cross-functional Team..., Quality Assurance
Education
Ramapo College of New Jersey 1986 — 1989
BS, Information Technology
Independence Administrators October 2013 - April 2015
Blue Cross Blue Shield of Florida March 2008 - October 2013
CitiStreet 2006 - 2008
Vistakon 1995 - 2006
Union Camp Corp 1988 - 1995
Skills
SDLC, Process Improvement, Business Analysis, SharePoint, Vendor Management, Visio, Requirements Gathering, Project Management, IT Management, Requirements Analysis, Integration, Software Documentation, Business Process..., Cross-functional Team..., Quality Assurance
Education
Ramapo College of New Jersey 1986 — 1989
BS, Information Technology
Brendan Morrison Brendan Morrison's CitiStreet Experience 1993 - 2008
Job Program Director New England & New York Territory for Nationwide Retirement Solutions
Industry Financial Services
Experience
Nationwide Retirement Solutions February 2009 - Present
ING 2008 - 2008
CitiStreet 1993 - 2008
MFS Investment Management February 1988 - September 1993
John Hancock 1987 - 1988
Skills
Mutual Funds, Retirement, Series 63, Series 7, 401k, Pensions, Relationship Management, Asset Allocation, Retirement Planning, Financial Services, Securities, Wealth Management, Series 6, Fixed Annuities, Investments, Insurance, Finance, Business Development, Leadership, Mergers
Education
Merrimack College 1978 — 1991
BS, Business Administration
St Johns Prep 1974 — 1978
Nationwide Retirement Solutions February 2009 - Present
ING 2008 - 2008
CitiStreet 1993 - 2008
MFS Investment Management February 1988 - September 1993
John Hancock 1987 - 1988
Skills
Mutual Funds, Retirement, Series 63, Series 7, 401k, Pensions, Relationship Management, Asset Allocation, Retirement Planning, Financial Services, Securities, Wealth Management, Series 6, Fixed Annuities, Investments, Insurance, Finance, Business Development, Leadership, Mergers
Education
Merrimack College 1978 — 1991
BS, Business Administration
St Johns Prep 1974 — 1978
Laura McCauley's CitiStreet Experience January 2007 - December 2007
Job Managed Care Business Analyst at Xerox Services
Industry Financial Services
Experience
Xerox Services May 2012 - Present
a dynamtic workplace in Employee Benefits January 2012 - April 2012
ING (formerly CitiStreet and Wellspring Resources) January 2008 - December 2011
CitiStreet January 2007 - December 2007
CitiStreet January 2005 - December 2006
CitiStreet May 2002 - December 2006
CitiStreet January 2000 - April 2002
CitiStreet February 2000 - August 2000
CitiStreet July 1998 - February 2000
CitiStreet May 1997 - July 1998
Skills
Creative Problem Solving, Critical Thinking, Team Oriented, Independent, Business Analysis, Requirements Analysis, Requirements Gathering, Implementation Services, Quality Assurance, Test Planning, Public Speaking, Flexible Working, Team Leadership, Management
Education
University of Phoenix 2000 — 2002
Masters of Business Administration -Technology Management, Business Administration, Management and Operations
Loyola Marymount University 1991 — 1995
Bachelor of Arts, Marketing
Xerox Services May 2012 - Present
a dynamtic workplace in Employee Benefits January 2012 - April 2012
ING (formerly CitiStreet and Wellspring Resources) January 2008 - December 2011
CitiStreet January 2007 - December 2007
CitiStreet January 2005 - December 2006
CitiStreet May 2002 - December 2006
CitiStreet January 2000 - April 2002
CitiStreet February 2000 - August 2000
CitiStreet July 1998 - February 2000
CitiStreet May 1997 - July 1998
Skills
Creative Problem Solving, Critical Thinking, Team Oriented, Independent, Business Analysis, Requirements Analysis, Requirements Gathering, Implementation Services, Quality Assurance, Test Planning, Public Speaking, Flexible Working, Team Leadership, Management
Education
University of Phoenix 2000 — 2002
Masters of Business Administration -Technology Management, Business Administration, Management and Operations
Loyola Marymount University 1991 — 1995
Bachelor of Arts, Marketing
Donny Ogert Donny Ogert's CitiStreet Experience April 2007 - April 2008
Job Sr. Business Analyst at Voya Financial
Industry Investment Management
Experience
Voya Financial April 2014 - Present
ING U.S. April 2008 - April 2014
CitiStreet April 2007 - April 2008
Bayer Pontiac Cadillac January 2006 - February 2007
The Herb Chambers Companies September 2004 - November 2006
Skills
Defect Tracking, Troubleshooting, Business Analysis, User Acceptance Testing, SharePoint, SQL, HTML, Web Development, Dreamweaver, Photoshop, Business Requirements, Requirements Gathering, SDLC, Visio, Quality Assurance, Process Improvement
Education
Worcester State College 2007 — 2007
Certificate, Web/Database development
Quinsigamond Community College 1990 — 1992
AAS, Automotive Engineering Technology/Technician
Voya Financial April 2014 - Present
ING U.S. April 2008 - April 2014
CitiStreet April 2007 - April 2008
Bayer Pontiac Cadillac January 2006 - February 2007
The Herb Chambers Companies September 2004 - November 2006
Skills
Defect Tracking, Troubleshooting, Business Analysis, User Acceptance Testing, SharePoint, SQL, HTML, Web Development, Dreamweaver, Photoshop, Business Requirements, Requirements Gathering, SDLC, Visio, Quality Assurance, Process Improvement
Education
Worcester State College 2007 — 2007
Certificate, Web/Database development
Quinsigamond Community College 1990 — 1992
AAS, Automotive Engineering Technology/Technician
Doug Weiss's CitiStreet Experience 2002 - 2003
Job Financial Deal Architect at Xerox Business Services
Industry Information Technology and Services
Experience
Xerox March 2015 - Present
NorthgateArinso June 2006 - March 2015
Convergys 2003 - 2006
CitiStreet 2002 - 2003
CitiStreet 2000 - 2002
Hewitt Associates 1998 - 2000
Wellspring Resources (CitiStreet) 1996 - 1998
Skills
SAP HR, Outsourcing, Vendor Management, BPO, PeopleSoft, Requirements Analysis, Business Analysis, SDLC, Business Process, Process Improvement, Change Management, HRIS, Business Process..., Program Management, Integration, Solution Architecture, Call Center, SAP, Business Intelligence, Software Project...
Education
Jacksonville University 1988 — 1992
B.S., Finance and Management
Xerox March 2015 - Present
NorthgateArinso June 2006 - March 2015
Convergys 2003 - 2006
CitiStreet 2002 - 2003
CitiStreet 2000 - 2002
Hewitt Associates 1998 - 2000
Wellspring Resources (CitiStreet) 1996 - 1998
Skills
SAP HR, Outsourcing, Vendor Management, BPO, PeopleSoft, Requirements Analysis, Business Analysis, SDLC, Business Process, Process Improvement, Change Management, HRIS, Business Process..., Program Management, Integration, Solution Architecture, Call Center, SAP, Business Intelligence, Software Project...
Education
Jacksonville University 1988 — 1992
B.S., Finance and Management
Mike McAnally's CitiStreet Experience May 2006 - April 2008
Job Continuous Improvement Sustainability Leader at ING U.S.
Industry Information Technology and Services
Experience
Voya Financial July 2015 - Present
Voya Financial February 2014 - July 2015
ING U.S. May 2013 - February 2014
ING June 2009 - May 2013
Interline Brands April 2008 - June 2009
CitiStreet May 2006 - April 2008
Skills
Change Management, Process Improvement, Disaster Recovery, Six Sigma, Strategic Planning, Business Process..., SDLC, IT Management, Team Leadership, ITIL, Team Building, Leadership, Vendor Management, IT Strategy, Project Management, Business Analysis, Integration, Outsourcing, Program Management
Education
Jacksonville University 2001 — 2006
BGS, Computer Information Management
Voya Financial July 2015 - Present
Voya Financial February 2014 - July 2015
ING U.S. May 2013 - February 2014
ING June 2009 - May 2013
Interline Brands April 2008 - June 2009
CitiStreet May 2006 - April 2008
Skills
Change Management, Process Improvement, Disaster Recovery, Six Sigma, Strategic Planning, Business Process..., SDLC, IT Management, Team Leadership, ITIL, Team Building, Leadership, Vendor Management, IT Strategy, Project Management, Business Analysis, Integration, Outsourcing, Program Management
Education
Jacksonville University 2001 — 2006
BGS, Computer Information Management
Nathan Gage Nathan Gage's CitiStreet Experience 2003 - 2004
Job V.P. & Retirement Services Support Manager at Citizens & Northern Bank
Industry Financial Services
Experience
Citizens & Northern Bank 2006 - Present
Smith Elliott Kearns & Company, LLC June 2014 - October 2014
Seligman Data Corp 2004 - 2006
Citistreet 2003 - 2004
Skills
Microsoft Excel, Microsoft Office, Leadership, Process Improvement, Investments, Mutual Funds, Management, Retirement, Accounting, Financial Analysis, Banking, Financial Services, Employee Benefits, Retirement Planning
Education
University of Southern Maine - School of Business 2004 — 2006
MBA, Business Administration
Penn State University 1995 — 2000
BS, Secondary Education
Citizens & Northern Bank 2006 - Present
Smith Elliott Kearns & Company, LLC June 2014 - October 2014
Seligman Data Corp 2004 - 2006
Citistreet 2003 - 2004
Skills
Microsoft Excel, Microsoft Office, Leadership, Process Improvement, Investments, Mutual Funds, Management, Retirement, Accounting, Financial Analysis, Banking, Financial Services, Employee Benefits, Retirement Planning
Education
University of Southern Maine - School of Business 2004 — 2006
MBA, Business Administration
Penn State University 1995 — 2000
BS, Secondary Education
Deanna J. Johnson Deanna J. Johnson's CitiStreet Experience February 1998 - October 1999
Job Director of Compliance, Team BIM; Board Secretary at Central KY Association of Health Underwriters
Industry Insurance
Experience
Benefit Insurance Marketing October 2008 - Present
Central KY Association of Health Underwriters 2013 - Present
Wells Fargo Insurance Services February 2003 - May 2008
Great-West Life and Annuity Insurance Company October 1999 - February 2003
CitiStreet February 1998 - October 1999
UNIVERSITY OF KENTUCKY CENTER FOR RURAL HEALTH May 1996 - November 1997
ACORDIA OF LEXINGTON January 1995 - May 1996
Skills
Employee Benefits, Group Benefits, Group Benefit Plans, Employment Law..., Employee Benefit Plan..., Compliance, Health Care Law, 5500s, Health Insurance, Life Insurance, Insurance, Organizational..., Staff Training, Training, Benefits Administration, Section 125 Plans, Flexible Spending..., COBRA, Employee Wellness..., Financial Analysis, Benefits Strategy, Benefits Plan Design, RFP preparation, RFP, Customer Service, Brokers, Open Enrollment, Online Enrollment, Benefit Communication, Wellness, Benefits Analysis, 401k, Deferred Compensation, Regulatory Compliance, Disability Insurance, Strategic Planning, Management
Education
Reinhardt University 2002 — 2004
Bachelor of Arts, Organizational Leadership
Sullivan University 1991 — 1993
Diploma, Business Management with a minor in Administrative Management
Benefit Insurance Marketing October 2008 - Present
Central KY Association of Health Underwriters 2013 - Present
Wells Fargo Insurance Services February 2003 - May 2008
Great-West Life and Annuity Insurance Company October 1999 - February 2003
CitiStreet February 1998 - October 1999
UNIVERSITY OF KENTUCKY CENTER FOR RURAL HEALTH May 1996 - November 1997
ACORDIA OF LEXINGTON January 1995 - May 1996
Skills
Employee Benefits, Group Benefits, Group Benefit Plans, Employment Law..., Employee Benefit Plan..., Compliance, Health Care Law, 5500s, Health Insurance, Life Insurance, Insurance, Organizational..., Staff Training, Training, Benefits Administration, Section 125 Plans, Flexible Spending..., COBRA, Employee Wellness..., Financial Analysis, Benefits Strategy, Benefits Plan Design, RFP preparation, RFP, Customer Service, Brokers, Open Enrollment, Online Enrollment, Benefit Communication, Wellness, Benefits Analysis, 401k, Deferred Compensation, Regulatory Compliance, Disability Insurance, Strategic Planning, Management
Education
Reinhardt University 2002 — 2004
Bachelor of Arts, Organizational Leadership
Sullivan University 1991 — 1993
Diploma, Business Management with a minor in Administrative Management
Kevin Charleston's CitiStreet Experience 2000 - 2002
Job Senior Technology Manager
Industry Financial Services
Experience
MetLife November 2013 - Present
Bank of America 2007 - Present
Bank of America 2003 - 2007
Bank of America 2002 - 2003
CitiStreet 2000 - 2002
Strafford Technology 1999 - 2000
Skills
ITIL, Business Intelligence, Data Management, Master Data Management, IT Service Management, Asset Managment, CMDB, Six Sigma, Process Engineering, Process Improvement, Solution Architecture, SDLC, IT Management, Governance, PMO, Business Process, Service Management, Management, Business Process..., Requirements Analysis, Program Management, Project Management, Project Portfolio..., Leadership, Enterprise Architecture, Vendor Management, Business Analysis, Requirements Gathering, Risk Management, Integration, Asset Management, PMP
Education
Northeastern University
Information Management
Massasoit College
Associate of Science
MetLife November 2013 - Present
Bank of America 2007 - Present
Bank of America 2003 - 2007
Bank of America 2002 - 2003
CitiStreet 2000 - 2002
Strafford Technology 1999 - 2000
Skills
ITIL, Business Intelligence, Data Management, Master Data Management, IT Service Management, Asset Managment, CMDB, Six Sigma, Process Engineering, Process Improvement, Solution Architecture, SDLC, IT Management, Governance, PMO, Business Process, Service Management, Management, Business Process..., Requirements Analysis, Program Management, Project Management, Project Portfolio..., Leadership, Enterprise Architecture, Vendor Management, Business Analysis, Requirements Gathering, Risk Management, Integration, Asset Management, PMP
Education
Northeastern University
Information Management
Massasoit College
Associate of Science
Michael Marano Michael Marano's CitiStreet Experience 1998 - June 2000
Job Vice President, Sr. Product & Relationship Manager at Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch May 2011 - Present
Bank of America Merrill Lynch September 2004 - July 2011
ExpertPlan June 2000 - September 2004
CitiStreet 1998 - June 2000
Merrill Lynch March 1997 - November 1998
Johnson & Fargo Pension Actuaries December 1995 - March 1997
United States Marine Corps November 1990 - 1995
Skills
Product Management, Channel Management, Contract Negotiation, Team Leadership, Governance, Risk Mitigation, FINRA Series 7, Partner Relationship..., Product Development, Business Process, 401k, Plan Implementation, Client Services, Business Alliances, Record Keeping, Financial Services, Series 7, Risk Management, Retirement Planning, Retirement, Mutual Funds, Wealth Management, Start-ups, Financial Advisory, Channel Partners, Partner Management, Management
Education
Thomas Edison State College 2007 — 2015
BSOL, Organizational Leadership & Management
Mercer County Community College
AAS, Liberal Arts & Social Sciences
Bank of America Merrill Lynch May 2011 - Present
Bank of America Merrill Lynch September 2004 - July 2011
ExpertPlan June 2000 - September 2004
CitiStreet 1998 - June 2000
Merrill Lynch March 1997 - November 1998
Johnson & Fargo Pension Actuaries December 1995 - March 1997
United States Marine Corps November 1990 - 1995
Skills
Product Management, Channel Management, Contract Negotiation, Team Leadership, Governance, Risk Mitigation, FINRA Series 7, Partner Relationship..., Product Development, Business Process, 401k, Plan Implementation, Client Services, Business Alliances, Record Keeping, Financial Services, Series 7, Risk Management, Retirement Planning, Retirement, Mutual Funds, Wealth Management, Start-ups, Financial Advisory, Channel Partners, Partner Management, Management
Education
Thomas Edison State College 2007 — 2015
BSOL, Organizational Leadership & Management
Mercer County Community College
AAS, Liberal Arts & Social Sciences
Edward Giblin, CFP®, MBA Edward Giblin, CFP®, MBA's CitiStreet Experience March 1999 - December 2005
Job Financial Services Representative at MetLife
Industry Financial Services
Experience
MetLife January 2006 - Present
CitiStreet March 1999 - December 2005
The Copeland Companies July 1996 - March 1999
Education
Seton Hall University 2001 — 2004
MBA, International Business
Providence College 1992 — 1996
Management
MetLife January 2006 - Present
CitiStreet March 1999 - December 2005
The Copeland Companies July 1996 - March 1999
Education
Seton Hall University 2001 — 2004
MBA, International Business
Providence College 1992 — 1996
Management
Gregg Libutti's CitiStreet Experience September 1998 - October 2005
Job New England District Manager at AIG/VALIC
Industry Financial Services
Experience
VALIC Managing DirectorMetLifeOctober 2005 - August 2007
CitiStreet September 1998 - October 2005
Nationwide Financial August 1993 - September 1998
Skills
401k, Series 7, Retirement, Financial Advisory, Retirement Planning, Mutual Funds, Wealth Management, Series 6, Fixed Annuities, Series 63, Asset Allocation, Pensions, Investment Advisory
Education
Rollins College 1985 — 1989
Bachelors, Economics
Moses Brown School 1980 — 1985
VALIC Managing DirectorMetLifeOctober 2005 - August 2007
CitiStreet September 1998 - October 2005
Nationwide Financial August 1993 - September 1998
Skills
401k, Series 7, Retirement, Financial Advisory, Retirement Planning, Mutual Funds, Wealth Management, Series 6, Fixed Annuities, Series 63, Asset Allocation, Pensions, Investment Advisory
Education
Rollins College 1985 — 1989
Bachelors, Economics
Moses Brown School 1980 — 1985
Hope Stuart Jay Hope Stuart Jay's CitiStreet Experience April 2007 - January 2008
Job Implementation Consultant/Business Analyst at ADP
Industry Financial Services
Experience
ADP January 2011 - Present
Sepracor January 2008 - July 2010
Citistreet April 2007 - January 2008
Citistreet March 2004 - January 2008
Roger Williams University September 1989 - May 1992
Skills
Compensation Planning, Performance Management, Talent Management, Business Requirements, Succession Planning, Requirements Gathering, Requirements Analysis, SDLC, Process Improvement, Team Building, Business Intelligence, Management, Training, User Acceptance Testing, Business Analysis, Access, CRM, Quality Assurance, Community Building
Education
Roger Williams University 1988 — 1992
BS, Business Administration
ADP January 2011 - Present
Sepracor January 2008 - July 2010
Citistreet April 2007 - January 2008
Citistreet March 2004 - January 2008
Roger Williams University September 1989 - May 1992
Skills
Compensation Planning, Performance Management, Talent Management, Business Requirements, Succession Planning, Requirements Gathering, Requirements Analysis, SDLC, Process Improvement, Team Building, Business Intelligence, Management, Training, User Acceptance Testing, Business Analysis, Access, CRM, Quality Assurance, Community Building
Education
Roger Williams University 1988 — 1992
BS, Business Administration
Karen Novak's CitiStreet Experience March 1992 - June 2000
Job Implementation Partner at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group April 2012 - Present
CheckPoint HR May 2010 - April 2012
ExpertPlan November 2002 - May 2010
CitiStreet March 1992 - June 2000
Home Life Insurance Company November 1989 - February 1992
Skills
Employee Benefits, Training, Vendor Management, Financial Services, CRM, 401k, Relationship Management, Project Management, ERISA, HRIS, Business Development, Investments, Management, Leadership, Payroll, Benefits Administration, Pensions, Human Resources, Performance Management, Process Improvement, Retirement, Retirement Planning, ADP Payroll, Defined Benefit
Education
Middlesex County College 1995 — 1999
Culinary Arts, Culinary Arts / Business Major
Lincoln Financial Group April 2012 - Present
CheckPoint HR May 2010 - April 2012
ExpertPlan November 2002 - May 2010
CitiStreet March 1992 - June 2000
Home Life Insurance Company November 1989 - February 1992
Skills
Employee Benefits, Training, Vendor Management, Financial Services, CRM, 401k, Relationship Management, Project Management, ERISA, HRIS, Business Development, Investments, Management, Leadership, Payroll, Benefits Administration, Pensions, Human Resources, Performance Management, Process Improvement, Retirement, Retirement Planning, ADP Payroll, Defined Benefit
Education
Middlesex County College 1995 — 1999
Culinary Arts, Culinary Arts / Business Major
John W. Gallagher, CFP©, AIF® John W. Gallagher, CFP©, AIF®'s CitiStreet Experience 1993 - 2005
Job Regional Manager, Lincoln Investment Planning, I help Financial Advisors reach their goals
Industry Financial Services
Experience
Lincoln Investment Planning May 2006 - Present
MetLife October 2005 - May 2006
CitiStreet 1993 - 2005
Skills
Strategic Financial..., Talent Acquisition, Advisor development, Mutual Funds, Retirement Planning, Coaching, Financial Advisor..., Retirement Education, Investment Advisor, Investments, Retirement, 401k, Fixed Annuities
Education
Kutztown University of Pennsylvania 1986 — 1990
Bachelors of Science, Finance & Ecconomics
Lincoln Investment Planning May 2006 - Present
MetLife October 2005 - May 2006
CitiStreet 1993 - 2005
Skills
Strategic Financial..., Talent Acquisition, Advisor development, Mutual Funds, Retirement Planning, Coaching, Financial Advisor..., Retirement Education, Investment Advisor, Investments, Retirement, 401k, Fixed Annuities
Education
Kutztown University of Pennsylvania 1986 — 1990
Bachelors of Science, Finance & Ecconomics
Joseph McParland Joseph McParland's CitiStreet Experience January 2002 - June 2003
Job Financial Representative at Legacy Financial
Industry Financial Services
Experience
Legacy Financial Group May 2014 - Present
Wellesley Financial May 2013 - May 2014
Rockland Trust March 2006 - November 2011
Granite Financial Group January 2001 - December 2010
US Army February 2003 - January 2005
CitiStreet January 2002 - June 2003
Nationwide Financial Services January 1996 - May 2001
Skills
Financial Planner, Logistics Planning, Senior Living, Mortgage Lending, Reverse Mortgages, Loans, Credit, Retirement, Loan Origination, FHA, Strategic Financial..., Residential Mortgages, Seniors, Financial Services, Finance, Small Business, Financial Planning, Investments, Military Logistics
Education
US Army Command and General Staff College 1997 — 1999
Masters, Logistic Studies
Norwich University
Bachelors Degree, Government/Business
Legacy Financial Group May 2014 - Present
Wellesley Financial May 2013 - May 2014
Rockland Trust March 2006 - November 2011
Granite Financial Group January 2001 - December 2010
US Army February 2003 - January 2005
CitiStreet January 2002 - June 2003
Nationwide Financial Services January 1996 - May 2001
Skills
Financial Planner, Logistics Planning, Senior Living, Mortgage Lending, Reverse Mortgages, Loans, Credit, Retirement, Loan Origination, FHA, Strategic Financial..., Residential Mortgages, Seniors, Financial Services, Finance, Small Business, Financial Planning, Investments, Military Logistics
Education
US Army Command and General Staff College 1997 — 1999
Masters, Logistic Studies
Norwich University
Bachelors Degree, Government/Business
Harriet Jacobs Harriet Jacobs's CitiStreet Experience 2000 - 2008
Job Vice President at ING
Industry Financial Services
Experience
ING Institutional Plan Services 2008 - Present
CitiStreet 2000 - 2008
State Street August 1994 - April 2000
ICMA Retirement Corporation January 1989 - August 1994
ICMA Retirement Corporation January 1987 - October 1989
Education
Pitzer College
BA, Psychology
University of Connecticut
MSW, Social Work
ING Institutional Plan Services 2008 - Present
CitiStreet 2000 - 2008
State Street August 1994 - April 2000
ICMA Retirement Corporation January 1989 - August 1994
ICMA Retirement Corporation January 1987 - October 1989
Education
Pitzer College
BA, Psychology
University of Connecticut
MSW, Social Work
Karen Schulte Cerreto's CitiStreet Experience March 2006 - September 2007
Job Sales & Marketing/Graphic Design/Logo Design/Medical Publishing
Industry Hospital & Health Care
Experience
Springpoint Senior Living September 2007 - Present
CitiStreet March 2006 - September 2007
Lowenstein Sandler LLP February 2001 - February 2006
Freelance / Client: Inform Publishing Group 2004 - 2005
Freelance / Client: Cactus Communications, LLC 2001 - 2002
Quadrant HealthCom Inc. 1992 - December 2000
Skills
Illustration, Layout, Typography, Logo Design, Marketing, Art, Customer Service, Publications, Adobe Creative Suite, Graphic Design
Education
Kean University 1990 — 1992
MA Fine Arts Education, Painting
Kean University 1983 — 1987
BA Fine Arts Studio, Visual Communications
Springpoint Senior Living September 2007 - Present
CitiStreet March 2006 - September 2007
Lowenstein Sandler LLP February 2001 - February 2006
Freelance / Client: Inform Publishing Group 2004 - 2005
Freelance / Client: Cactus Communications, LLC 2001 - 2002
Quadrant HealthCom Inc. 1992 - December 2000
Skills
Illustration, Layout, Typography, Logo Design, Marketing, Art, Customer Service, Publications, Adobe Creative Suite, Graphic Design
Education
Kean University 1990 — 1992
MA Fine Arts Education, Painting
Kean University 1983 — 1987
BA Fine Arts Studio, Visual Communications
Reba Pope's CitiStreet Experience July 1998 - June 2006
Job Sign Language Interpreter at Access Living
Industry
Experience
Access Living August 2013 - Present
Freelance September 2007 - Present
Accenture December 2006 - September 2008
CitiStreet July 1998 - June 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Public Speaking
Education
Jacksonville University 1992 — 1996
Bachelor of Science (BS), Finance, General
Access Living August 2013 - Present
Freelance September 2007 - Present
Accenture December 2006 - September 2008
CitiStreet July 1998 - June 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Public Speaking
Education
Jacksonville University 1992 — 1996
Bachelor of Science (BS), Finance, General
Oliver Haran's CitiStreet Experience August 2007 - August 2008
Job Government Relations Professional
Industry Government Relations
Experience
Middlesex County August 2008 - March 2013
CitiStreet August 2007 - August 2008
Kean University April 2007 - August 2007
Education
Kean University 2007 — 2009
Bachelor of Fine Arts (B.F.A.), Fine and Studio Arts, 3.8
Gibbs College 2006 — 2007
Associate of Arts (A.A.), Graphic Design, 3.8
Middlesex County August 2008 - March 2013
CitiStreet August 2007 - August 2008
Kean University April 2007 - August 2007
Education
Kean University 2007 — 2009
Bachelor of Fine Arts (B.F.A.), Fine and Studio Arts, 3.8
Gibbs College 2006 — 2007
Associate of Arts (A.A.), Graphic Design, 3.8
Ela Nasto Ela Nasto's CitiStreet Experience November 2005 - June 2006
Job Fund Accounting Supervisor BNY Mellon
Industry Financial Services
Experience
BNY Mellon April 2008 - Present
Investors Bank & Trust February 2007 - July 2007
CitiStreet November 2005 - June 2006
Skills
Skilled in working hard..., Strong organizational..., identifying problems..., Highly experienced with..., Excellent communication..., Excellent PC and..., Account Reconciliation
Education
Northeastern University 2001 — 2005
BS, Major in Political Science, Minored in Business
BNY Mellon April 2008 - Present
Investors Bank & Trust February 2007 - July 2007
CitiStreet November 2005 - June 2006
Skills
Skilled in working hard..., Strong organizational..., identifying problems..., Highly experienced with..., Excellent communication..., Excellent PC and..., Account Reconciliation
Education
Northeastern University 2001 — 2005
BS, Major in Political Science, Minored in Business
Eunice Enriquez Malabuyo Eunice Enriquez Malabuyo's CitiStreet Experience 2001 - 2008
Job IT Consultant, Enterprise Iron Financial Industry Solutions
Industry Information Technology and Services
Experience
Enterprise Iron Financial Industry Solutions, Inc. 2013 - Present
ING 2002 - 2012
CitiStreet 2001 - 2008
CGI 1998 - 2002
Skills
COBOL, Unix, SQL, JCL, DB2, Requirements Analysis, Systems Analysis, Linux, VSAM, OmniPlus, SDLC, Mainframe, Microfocus, Business Analysis, Visio, Business Requirements, Integration, CICS, IBM Mainframe, Requirements Gathering, Software Development, Functional Design, JavaScript, Microsoft Office, FTP, System Testing, TSO, Microsoft SQL Server, Connect Direct, Unix Shell Scripting, HTML 5, System Conversion, QuickBooks, CompTIA A+ Certification, Agile Methodolgy, Data Mapping, jQuery, AJAX, Analysis, Data Migration, User Acceptance Testing, Data Warehousing, SharePoint, Process Improvement, Databases
Education
University of the Philippines
Bachelor's degree, Business/Managerial Economics
New York University
Entrepreneurial and Small Business Operations
Chubb Computer Services
Computer Programming
Chubb Institute
Javascript Fundamentals
Enterprise Iron Financial Industry Solutions, Inc. 2013 - Present
ING 2002 - 2012
CitiStreet 2001 - 2008
CGI 1998 - 2002
Skills
COBOL, Unix, SQL, JCL, DB2, Requirements Analysis, Systems Analysis, Linux, VSAM, OmniPlus, SDLC, Mainframe, Microfocus, Business Analysis, Visio, Business Requirements, Integration, CICS, IBM Mainframe, Requirements Gathering, Software Development, Functional Design, JavaScript, Microsoft Office, FTP, System Testing, TSO, Microsoft SQL Server, Connect Direct, Unix Shell Scripting, HTML 5, System Conversion, QuickBooks, CompTIA A+ Certification, Agile Methodolgy, Data Mapping, jQuery, AJAX, Analysis, Data Migration, User Acceptance Testing, Data Warehousing, SharePoint, Process Improvement, Databases
Education
University of the Philippines
Bachelor's degree, Business/Managerial Economics
New York University
Entrepreneurial and Small Business Operations
Chubb Computer Services
Computer Programming
Chubb Institute
Javascript Fundamentals
Louis F. Ballerene, CFP®, PMP Louis F. Ballerene, CFP®, PMP's CitiStreet Experience 2004 - 2005
Job Business Solutions Program Manager at BCBSMA
Industry Hospital & Health Care
Experience
Blue Cross Blue Shield of Massachusetts July 2013 - Present
John Hancock Mutual Funds June 2011 - May 2013
John Hancock Mutual Funds March 2010 - May 2011
Dunkin' Brands July 2009 - March 2010
Fidelity investments - Strategic Advisers January 2005 - February 2009
CitiStreet 2004 - 2005
John Hancock 1999 - 2004
Arthur Andersen 1998 - 1999
Fidelity Investments - Ethics Office March 1997 - January 1998
Andersen Consulting 1993 - 1997
Skills
Financial Services, Tax, Business Analysis, Project Planning, Requirements Gathering, PMP, Process Improvement, Mutual Funds, Investments, Project Management, Insurance, SDLC, Strategy, PMO, Analytical Skills, Cross-functional Team..., Software Development
Education
Rensselaer Polytechnic Institute 1989 — 1993
BS, Management Information Systems, Finance, Economics
Holliston High School 1986 — 1989
Blue Cross Blue Shield of Massachusetts July 2013 - Present
John Hancock Mutual Funds June 2011 - May 2013
John Hancock Mutual Funds March 2010 - May 2011
Dunkin' Brands July 2009 - March 2010
Fidelity investments - Strategic Advisers January 2005 - February 2009
CitiStreet 2004 - 2005
John Hancock 1999 - 2004
Arthur Andersen 1998 - 1999
Fidelity Investments - Ethics Office March 1997 - January 1998
Andersen Consulting 1993 - 1997
Skills
Financial Services, Tax, Business Analysis, Project Planning, Requirements Gathering, PMP, Process Improvement, Mutual Funds, Investments, Project Management, Insurance, SDLC, Strategy, PMO, Analytical Skills, Cross-functional Team..., Software Development
Education
Rensselaer Polytechnic Institute 1989 — 1993
BS, Management Information Systems, Finance, Economics
Holliston High School 1986 — 1989
Jillian Verspyck Jillian Verspyck's CitiStreet Experience September 2001 - June 2008
Job Director, Consumer Experience at Voya Financial
Industry Financial Services
Experience
Voya Financial September 2014 - Present
Voya Financial June 2008 - August 2014
CitiStreet September 2001 - June 2008
Independent Consultant August 2000 - May 2001
Baldwin & Stone August 1994 - June 2000
Harcomm Associates May 1990 - July 1994
Harcomm Associates May 1986 - April 1990
Harcomm Associates June 1985 - August 1986
Skills
Production, Advertising, Promotions, Strategic Communications, Marketing Communications, Marketing Strategy, Direct Marketing, Competitive Analysis, Strategic Planning, Six Sigma, Print, Television, Radio, Billboards, Social Media, Mobile Applications, Website Development, Copywriting, Direct Mail, Analytics
Education
University of Alberta 1985 — 1985
Mount Allison University 1978 — 1982
BFA
Voya Financial September 2014 - Present
Voya Financial June 2008 - August 2014
CitiStreet September 2001 - June 2008
Independent Consultant August 2000 - May 2001
Baldwin & Stone August 1994 - June 2000
Harcomm Associates May 1990 - July 1994
Harcomm Associates May 1986 - April 1990
Harcomm Associates June 1985 - August 1986
Skills
Production, Advertising, Promotions, Strategic Communications, Marketing Communications, Marketing Strategy, Direct Marketing, Competitive Analysis, Strategic Planning, Six Sigma, Print, Television, Radio, Billboards, Social Media, Mobile Applications, Website Development, Copywriting, Direct Mail, Analytics
Education
University of Alberta 1985 — 1985
Mount Allison University 1978 — 1982
BFA
Jenny Bowser Jenny Bowser's CitiStreet Experience July 2004 - July 2006
Job Senior Learning Consultant at DST Retirement Solutions
Industry Financial Services
Experience
DST Retirement Solutions January 2015 - Present
Simmons College August 2013 - January 2015
Boston Financial Data Services July 2006 - July 2013
CitiStreet July 2004 - July 2006
Federated Investors October 1999 - July 2004
Zurich Scudder Investments 1997 - 1999
Fidelity Investments 1995 - 1995
Fidelity Investments 1995 - 1995
Skills
Instructional Design, Adult Education, Instructor-led Training, Training Delivery, Curriculum Design, Adobe Connect..., Qualified Retirement..., Articulate Suite, Captivate 6, Adobe Connect, Training, Needs Analysis, Blended Learning, Captivate, Learning Management..., Leadership, Visio, Creative Writing, Leadership Development, Camtasia, ADDIE, E-Learning, Learning Management, Performance Consulting, Lectora, Workshop Facilitation, SnagIt, Hands-on Training, Adult Learning Theory, Moodle, Employee Training, Organizational..., Technical Writing, Distance Learning, Staff Development, Instructional Technology, Knowledge Management, Career Development, Technical Training
Education
University of Massachusetts Boston 2008 — 2013
Master of Education (M.Ed.), Instructional Design
Northeastern University 1998 — 2001
Bachelor of Science, Education
Riverside High School 1982 — 1985
Virtual Training- NetSpeed
DST Retirement Solutions January 2015 - Present
Simmons College August 2013 - January 2015
Boston Financial Data Services July 2006 - July 2013
CitiStreet July 2004 - July 2006
Federated Investors October 1999 - July 2004
Zurich Scudder Investments 1997 - 1999
Fidelity Investments 1995 - 1995
Fidelity Investments 1995 - 1995
Skills
Instructional Design, Adult Education, Instructor-led Training, Training Delivery, Curriculum Design, Adobe Connect..., Qualified Retirement..., Articulate Suite, Captivate 6, Adobe Connect, Training, Needs Analysis, Blended Learning, Captivate, Learning Management..., Leadership, Visio, Creative Writing, Leadership Development, Camtasia, ADDIE, E-Learning, Learning Management, Performance Consulting, Lectora, Workshop Facilitation, SnagIt, Hands-on Training, Adult Learning Theory, Moodle, Employee Training, Organizational..., Technical Writing, Distance Learning, Staff Development, Instructional Technology, Knowledge Management, Career Development, Technical Training
Education
University of Massachusetts Boston 2008 — 2013
Master of Education (M.Ed.), Instructional Design
Northeastern University 1998 — 2001
Bachelor of Science, Education
Riverside High School 1982 — 1985
Virtual Training- NetSpeed
Harriet Jacobs Harriet Jacobs's CitiStreet Experience 2000 - 2008
Job Regional Director of Sales at Great West Financial
Industry Financial Services
Experience
EMPOWER Retirement March 2012 - Present
ING July 2008 - March 2012
CitiStreet 2000 - 2008
State Street 1994 - 2000
ICMA Retirement Corporation 1989 - 1994
Skills
Deferred Compensation, Sales, Employee Benefits, Customer Service, Mutual Funds, Business Development, Retirement, Insurance, Financial Services, Relationship Management, Series 63, Retirement Planning, Government, Equities, Securities, Leadership, Team Building, Strategic Financial..., Strategic Planning, Series 6, Vendor Management, Pensions, Series 7, Financial Advisory, Fixed Annuities, Investments, Mergers & Acquisitions, Finance, Portfolio Management, Banking, Investment Advisory, Asset Allocation, CRM, Defined Contribution, Defined Benefit, Investment Strategies, 401k, Series 65, Financial Analysis, Asset Management, Risk Management, ERISA, Process Improvement, Alternative Investments, Wealth Management, Strategy, Series 24, Life Insurance, FINRA, Investment Management
Education
Pitzer College
BA, Psychology
University of Connecticut
MSW, Casework
EMPOWER Retirement March 2012 - Present
ING July 2008 - March 2012
CitiStreet 2000 - 2008
State Street 1994 - 2000
ICMA Retirement Corporation 1989 - 1994
Skills
Deferred Compensation, Sales, Employee Benefits, Customer Service, Mutual Funds, Business Development, Retirement, Insurance, Financial Services, Relationship Management, Series 63, Retirement Planning, Government, Equities, Securities, Leadership, Team Building, Strategic Financial..., Strategic Planning, Series 6, Vendor Management, Pensions, Series 7, Financial Advisory, Fixed Annuities, Investments, Mergers & Acquisitions, Finance, Portfolio Management, Banking, Investment Advisory, Asset Allocation, CRM, Defined Contribution, Defined Benefit, Investment Strategies, 401k, Series 65, Financial Analysis, Asset Management, Risk Management, ERISA, Process Improvement, Alternative Investments, Wealth Management, Strategy, Series 24, Life Insurance, FINRA, Investment Management
Education
Pitzer College
BA, Psychology
University of Connecticut
MSW, Casework
Eric Muzzy Eric Muzzy's CitiStreet Experience January 2000 - October 2007
Job
Industry Financial Services
Experience
Tata Consultancy Services July 2015 - Present
iGATE Global Solutions June 2012 - Present
Princeton Information April 2011 - May 2012
Self - Employed February 2011 - May 2011
ING October 2007 - September 2010
CitiStreet January 2000 - October 2007
CitiStreet September 1998 - January 2000
Copeland January 1997 - September 1998
Towers Perrin November 1995 - January 1997
Blaze SSI April 1993 - November 1995
Skills
SDLC, Business Analysis, Requirements Analysis, Requirements Gathering, Outsourcing, Vendor Management, Process Improvement, Business Process..., Project Management, Analysis, Leadership, Management, Software Project..., IT Strategy, Employee Benefits, Risk Management, Business Requirements
Education
Penn State University
Tata Consultancy Services July 2015 - Present
iGATE Global Solutions June 2012 - Present
Princeton Information April 2011 - May 2012
Self - Employed February 2011 - May 2011
ING October 2007 - September 2010
CitiStreet January 2000 - October 2007
CitiStreet September 1998 - January 2000
Copeland January 1997 - September 1998
Towers Perrin November 1995 - January 1997
Blaze SSI April 1993 - November 1995
Skills
SDLC, Business Analysis, Requirements Analysis, Requirements Gathering, Outsourcing, Vendor Management, Process Improvement, Business Process..., Project Management, Analysis, Leadership, Management, Software Project..., IT Strategy, Employee Benefits, Risk Management, Business Requirements
Education
Penn State University
Steve Brack, CPP, MSM Steve Brack, CPP, MSM's CitiStreet Experience 2000 - 2003
Job Security Manager at Noble Energy
Industry Security and Investigations
Experience
Noble Energy October 2011 - Present
Noble Energy January 2011 - October 2011
Texas Children's Hospital December 2009 - October 2010
Texas A&M University, TEEX School of Public Safety and Security 2006 - 2010
Recall September 2008 - May 2009
American International Group 2003 - 2008
CitiStreet 2000 - 2003
Seven Hills Security 1997 - 2000
USMC 1986 - 1989
Skills
Corporate Security, Physical Security, Security Management, Private Investigations, Security, Business Continuity, Risk Assessment, Security Operations, Executive Protection, Access Control, Leadership, Security Audits, Military, Emergency Management, Management, Crisis Management, Protection, Security Awareness, Surveillance, Team Building, Counterterrorism, Vulnerability Assessment, Computer Security, CCTV, Investigation
Education
University of Houston-Downtown 2004 — 2006
MS, Security Management
Nova Southeastern University 1993 — 1995
BS, Business Administration
Noble Energy October 2011 - Present
Noble Energy January 2011 - October 2011
Texas Children's Hospital December 2009 - October 2010
Texas A&M University, TEEX School of Public Safety and Security 2006 - 2010
Recall September 2008 - May 2009
American International Group 2003 - 2008
CitiStreet 2000 - 2003
Seven Hills Security 1997 - 2000
USMC 1986 - 1989
Skills
Corporate Security, Physical Security, Security Management, Private Investigations, Security, Business Continuity, Risk Assessment, Security Operations, Executive Protection, Access Control, Leadership, Security Audits, Military, Emergency Management, Management, Crisis Management, Protection, Security Awareness, Surveillance, Team Building, Counterterrorism, Vulnerability Assessment, Computer Security, CCTV, Investigation
Education
University of Houston-Downtown 2004 — 2006
MS, Security Management
Nova Southeastern University 1993 — 1995
BS, Business Administration
Dianne Savastano's CitiStreet Experience 2000 - 2002
Job Personal Healthcare Advisor/Consultant, Project Manager, Private Coach
Industry Hospital & Health Care
Experience
Healthassist November 2004 - Present
Healthassist 2004 - 2015
Healthassist 2004 - 2015
CitiStreet 2000 - 2002
The Chickering Group 1994 - 1997
Lynch Ryan & Associates 1992 - 1994
Pride Productive Rehabilitation Institute 1990 - 1992
Rhode Island Hospital 1980 - 1990
Skills
Coaching, Program Management, Strategic Planning, Training, Leadership Development, Healthcare, Management, Managed Care, Leadership, Hospitals, Medicare, Public Speaking, Employee Training, Entrepreneurship, Healthcare Consulting, Nonprofits, Employee Benefits, Clinical Research, Nursing, Customer Service, Business Strategy, Software Documentation, Insurance, Writing
Education
Simmons College - Simmons School of Management 1998 — 1999
MBA, Organizational Development
Rhode Island College 1977 — 1980
BSN, Nursing
Healthassist November 2004 - Present
Healthassist 2004 - 2015
Healthassist 2004 - 2015
CitiStreet 2000 - 2002
The Chickering Group 1994 - 1997
Lynch Ryan & Associates 1992 - 1994
Pride Productive Rehabilitation Institute 1990 - 1992
Rhode Island Hospital 1980 - 1990
Skills
Coaching, Program Management, Strategic Planning, Training, Leadership Development, Healthcare, Management, Managed Care, Leadership, Hospitals, Medicare, Public Speaking, Employee Training, Entrepreneurship, Healthcare Consulting, Nonprofits, Employee Benefits, Clinical Research, Nursing, Customer Service, Business Strategy, Software Documentation, Insurance, Writing
Education
Simmons College - Simmons School of Management 1998 — 1999
MBA, Organizational Development
Rhode Island College 1977 — 1980
BSN, Nursing
Barbara Haws Demi Barbara Haws Demi's CitiStreet Experience November 2000 - June 2008
Job Senior Consultant at Towers Watson
Industry Financial Services
Experience
Towers Watson June 2008 - Present
CitiStreet November 2000 - June 2008
Actuarial Concepts January 1989 - November 2000
Towers Perrin February 1988 - December 1988
Aetna July 1984 - January 1988
Education
Lafayette College 1980 — 1984
AB, Mathematics
West Windsor-Plainsboro HS
Towers Watson June 2008 - Present
CitiStreet November 2000 - June 2008
Actuarial Concepts January 1989 - November 2000
Towers Perrin February 1988 - December 1988
Aetna July 1984 - January 1988
Education
Lafayette College 1980 — 1984
AB, Mathematics
West Windsor-Plainsboro HS
Melissa Conklin's CitiStreet Experience October 2000 - March 2008
Job Director of Engagement at AbilTo
Industry Hospital & Health Care
Experience
AbilTo June 2014 - Present
Norway Savings Bank May 2011 - June 2013
TD Bank March 2009 - May 2011
CitiStreet October 2000 - March 2008
Skills
Contact Center..., Contact Center..., Financial Services, Development Of Employees, Project Management, Growth Management, Process Improvement, Strategic Planning, Cross-functional Team..., Manage Client..., Customer Experience, Sales Management, Customer Service..., Six Sigma, Lean Management, Series 63, Series 6, series 26
Education
NYU School of Professional Studies 2015 — 2015
Corporate Finance
Northeastern University 1993 — 1994
Marketing
Bauder College 1985 — 1987
Radio and Television Broadcasting Technology/Technician
AbilTo June 2014 - Present
Norway Savings Bank May 2011 - June 2013
TD Bank March 2009 - May 2011
CitiStreet October 2000 - March 2008
Skills
Contact Center..., Contact Center..., Financial Services, Development Of Employees, Project Management, Growth Management, Process Improvement, Strategic Planning, Cross-functional Team..., Manage Client..., Customer Experience, Sales Management, Customer Service..., Six Sigma, Lean Management, Series 63, Series 6, series 26
Education
NYU School of Professional Studies 2015 — 2015
Corporate Finance
Northeastern University 1993 — 1994
Marketing
Bauder College 1985 — 1987
Radio and Television Broadcasting Technology/Technician
Amanda Tonjes Amanda Tonjes's CitiStreet Experience March 2000 - June 2001
Job
Industry Primary/Secondary Education
Experience
Pickerington Local School District August 2015 - Present
Bank of America May 2013 - February 2015
Ohio Savings Bank February 2002 - March 2003
Fidelity Mortgage June 2001 - January 2002
CitiStreet March 2000 - June 2001
Sky Financial Solutions, nka Bank of America Practice Solutions March 1997 - March 2000
Skills
Fundraising, Non-profits, Budgets, Project Management, Public Speaking, Strategic Planning, Staff Development, Public Relations, Event Planning, Microsoft Office, Leadership, PowerPoint, Social Media, Event Management, Research, Customer Service, Coaching, Strategic Communications, Community Outreach, Employee Relations, Performance Management, Sales, Volunteer Management, Brand Development, Program Development, Account Management, Microsoft Word, Microsoft Excel, Nonprofits, Finance, Loans
Education
Miami University 1990 — 1991
Pickerington Local School District August 2015 - Present
Bank of America May 2013 - February 2015
Ohio Savings Bank February 2002 - March 2003
Fidelity Mortgage June 2001 - January 2002
CitiStreet March 2000 - June 2001
Sky Financial Solutions, nka Bank of America Practice Solutions March 1997 - March 2000
Skills
Fundraising, Non-profits, Budgets, Project Management, Public Speaking, Strategic Planning, Staff Development, Public Relations, Event Planning, Microsoft Office, Leadership, PowerPoint, Social Media, Event Management, Research, Customer Service, Coaching, Strategic Communications, Community Outreach, Employee Relations, Performance Management, Sales, Volunteer Management, Brand Development, Program Development, Account Management, Microsoft Word, Microsoft Excel, Nonprofits, Finance, Loans
Education
Miami University 1990 — 1991
Mendy L. Frost's CitiStreet Experience 2002 - 2003
Job Marketing Director at Econologics Financial Advisors
Industry Financial Services
Experience
Wealth Advisory Associates, LLC November 2011 - October 2012
Lindner Capital Advisors, Inc November 2010 - November 2011
Andrews Securities, LLC June 2010 - November 2010
Welton Street Investments December 2008 - March 2010
RBC Insurance November 2006 - December 2008
Nationwide Financial January 2005 - October 2006
Nationwide Financial October 2003 - December 2004
CitiStreet 2002 - 2003
Independent Financial Advisor 2000 - 2002
Skills
Mutual Funds
Education
Missouri State University
Wealth Advisory Associates, LLC November 2011 - October 2012
Lindner Capital Advisors, Inc November 2010 - November 2011
Andrews Securities, LLC June 2010 - November 2010
Welton Street Investments December 2008 - March 2010
RBC Insurance November 2006 - December 2008
Nationwide Financial January 2005 - October 2006
Nationwide Financial October 2003 - December 2004
CitiStreet 2002 - 2003
Independent Financial Advisor 2000 - 2002
Skills
Mutual Funds
Education
Missouri State University
Laurie Barlow Laurie Barlow's CitiStreet Experience August 2000 - July 2001
Job Human Resources Generalist at Sager Electronics
Industry Electrical/Electronic Manufacturing
Experience
Sager Electronics April 2012 - Present
Electrochem Solutions Inc, a Subsidiary of Greatbatch Ltd. November 2008 - April 2012
Alert Sentry November 2007 - April 2008
Countrywide Home Loans January 2005 - October 2007
Barlow Construction 2001 - 2005
CitiStreet August 2000 - July 2001
Nationwide REO Brokers 1994 - 2000
Skills
Talent Management, Performance Management, Employee Relations, Onboarding, Employee Wellness..., Recruiting, Employee Benefits, Leadership Development, Applicant Tracking..., ADP HRB, New Hire Orientations, ADP Payroll, HRIS, Deferred Compensation, Benefits Administration, Succession Planning, Personnel Management, Talent Acquisition, Workforce Planning, PeopleSoft, College Recruiting, Employee Engagement, Sourcing, FMLA, Job Fairs, Job Descriptions, Taleo, Hiring, Temporary Placement, Human Resources, Organizational..., Interviews, Payroll, Training
Education
Northeastern University
Bachelor's, Leadership, Summa cum laude
Newbury College
Associate's, Paralegal
Sager Electronics April 2012 - Present
Electrochem Solutions Inc, a Subsidiary of Greatbatch Ltd. November 2008 - April 2012
Alert Sentry November 2007 - April 2008
Countrywide Home Loans January 2005 - October 2007
Barlow Construction 2001 - 2005
CitiStreet August 2000 - July 2001
Nationwide REO Brokers 1994 - 2000
Skills
Talent Management, Performance Management, Employee Relations, Onboarding, Employee Wellness..., Recruiting, Employee Benefits, Leadership Development, Applicant Tracking..., ADP HRB, New Hire Orientations, ADP Payroll, HRIS, Deferred Compensation, Benefits Administration, Succession Planning, Personnel Management, Talent Acquisition, Workforce Planning, PeopleSoft, College Recruiting, Employee Engagement, Sourcing, FMLA, Job Fairs, Job Descriptions, Taleo, Hiring, Temporary Placement, Human Resources, Organizational..., Interviews, Payroll, Training
Education
Northeastern University
Bachelor's, Leadership, Summa cum laude
Newbury College
Associate's, Paralegal
Gail Buote's CitiStreet Experience September 1999 - August 2008
Job Senior Recruiter IT HR Management at Liberty Mutual Insurance
Industry Human Resources
Experience
Liberty Mutual Insurance August 2013 - Present
Career Collaborative October 2009 - Present
Commonwealth Financial Network April 2011 - May 2012
PARTNERS+simons October 2010 - February 2011
Commonwealth Financial Network September 2008 - January 2009
CitiStreet September 1999 - August 2008
Skills
Employee Relations, Talent Acquisition, Onboarding, Recruiting, Human Resources, Sourcing, Training, Interviews, Benefits Administration, Applicant Tracking..., College Recruiting, HRIS, Employee Benefits, Screening Resumes, Payroll, Talent Management, Succession Planning, Technical Recruiting, Performance Management, Management, Deferred Compensation, HR Policies, Workforce Planning, Career Development, Hiring, Resume Writing
Education
Lasell College 2015 — 2018
Master of Science (M.S.), Management
Northeastern University
Bachelor of Science (B.S.) cum laude, Human Services
Liberty Mutual Insurance August 2013 - Present
Career Collaborative October 2009 - Present
Commonwealth Financial Network April 2011 - May 2012
PARTNERS+simons October 2010 - February 2011
Commonwealth Financial Network September 2008 - January 2009
CitiStreet September 1999 - August 2008
Skills
Employee Relations, Talent Acquisition, Onboarding, Recruiting, Human Resources, Sourcing, Training, Interviews, Benefits Administration, Applicant Tracking..., College Recruiting, HRIS, Employee Benefits, Screening Resumes, Payroll, Talent Management, Succession Planning, Technical Recruiting, Performance Management, Management, Deferred Compensation, HR Policies, Workforce Planning, Career Development, Hiring, Resume Writing
Education
Lasell College 2015 — 2018
Master of Science (M.S.), Management
Northeastern University
Bachelor of Science (B.S.) cum laude, Human Services
James Blandino James Blandino's CitiStreet Experience October 2002 - July 2008
Job IT Manager at VOYA Financial in Retirement Solutions
Industry Financial Services
Experience
Voya Financial July 2008 - Present
CitiStreet October 2002 - July 2008
Scudder Investments June 1992 - October 2002
Skills
IT Management, Business Analysis, IT Service Management, Disaster Recovery, IT Strategy, Requirements Analysis, SDLC, Project Portfolio..., Change Management, IT Operations, Management, Project Management, Software Development, Software Project..., Quality Assurance, Vendor Management
Education
Northeastern University
BS-Business Administration, AS-MIS, and Certification in Computer Systems Specialist Program
Voya Financial July 2008 - Present
CitiStreet October 2002 - July 2008
Scudder Investments June 1992 - October 2002
Skills
IT Management, Business Analysis, IT Service Management, Disaster Recovery, IT Strategy, Requirements Analysis, SDLC, Project Portfolio..., Change Management, IT Operations, Management, Project Management, Software Development, Software Project..., Quality Assurance, Vendor Management
Education
Northeastern University
BS-Business Administration, AS-MIS, and Certification in Computer Systems Specialist Program
Sophal Archard's CitiStreet Experience March 2003 - July 2007
Job Compensation Consultant
Industry Human Resources
Experience
Lexicon Relocation April 2012 - May 2015
Cambodian American Community Services, Inc. April 2010 - May 2015
Mayor's Asian American Advisory Board May 2008 - April 2015
ING DIRECT July 2007 - April 2012
Asian American Federation of Florida October 2010 - 2012
Access E Mortgage August 2002 - December 2007
CitiStreet March 2003 - July 2007
Skills
Accounting, Loan Origination, Microsoft Office, Payroll Processing, Vendor Relations, Vendor Managed Inventory, Billing, COBRA Administration, Community Outreach, Community Relations, Bilingual, Training Skills, Volunteer Coordinator, International Business..., Repatriation, Human Resources, HR Consulting, Expatriate Management, Event Planning, Microsoft Word, Microsoft Excel, Relocation, Benefits Administration, Spreadsheets, PowerPoint, Outlook, Nonprofits, Fundraising, Office Administration, Accounts Receivable, COBRA, Community Development, Employee Benefits, Employee Relations, Insurance, Invoicing, Payroll, PeopleSoft, Training, Leadership, Management, Customer Service, Vendor Management, Public Speaking
Education
Florida State College at Jacksonville 2015 — 2015
Bachelor of Applied Science (B.A.Sc.), Business Administration, Management and Operations, Currently attending
Florida Real Estate Institute 2003 — 2003
Mortgage License, Mortgage Broker
Jones College-Jacksonville 2000 — 2001
Associate of Science (A.S.), Business Administration and Management, General, Cum Laude
Lexicon Relocation April 2012 - May 2015
Cambodian American Community Services, Inc. April 2010 - May 2015
Mayor's Asian American Advisory Board May 2008 - April 2015
ING DIRECT July 2007 - April 2012
Asian American Federation of Florida October 2010 - 2012
Access E Mortgage August 2002 - December 2007
CitiStreet March 2003 - July 2007
Skills
Accounting, Loan Origination, Microsoft Office, Payroll Processing, Vendor Relations, Vendor Managed Inventory, Billing, COBRA Administration, Community Outreach, Community Relations, Bilingual, Training Skills, Volunteer Coordinator, International Business..., Repatriation, Human Resources, HR Consulting, Expatriate Management, Event Planning, Microsoft Word, Microsoft Excel, Relocation, Benefits Administration, Spreadsheets, PowerPoint, Outlook, Nonprofits, Fundraising, Office Administration, Accounts Receivable, COBRA, Community Development, Employee Benefits, Employee Relations, Insurance, Invoicing, Payroll, PeopleSoft, Training, Leadership, Management, Customer Service, Vendor Management, Public Speaking
Education
Florida State College at Jacksonville 2015 — 2015
Bachelor of Applied Science (B.A.Sc.), Business Administration, Management and Operations, Currently attending
Florida Real Estate Institute 2003 — 2003
Mortgage License, Mortgage Broker
Jones College-Jacksonville 2000 — 2001
Associate of Science (A.S.), Business Administration and Management, General, Cum Laude
Donna Webber Donna Webber's CitiStreet Experience March 1994 - September 2005
Job Vice President, Assistant General Counsel at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase December 2009 - Present
CIT Group Inc. September 2005 - December 2009
CitiStreet March 1994 - September 2005
Marks & Murase May 1989 - March 1994
Chadbourne & Parke LLP October 1987 - May 1989
Skills
Civil Litigation, Corporate Law, Employment Law, Financial Services, Litigation, Legal Compliance, Bankruptcy, Corporate Governance, Due Diligence, FINRA, Risk Management, Securities, Mergers
Education
New York University School of Law 1984 — 1987
JD, Law
University of Pennsylvania 1980 — 1984
BA, History/Political Science
JPMorgan Chase December 2009 - Present
CIT Group Inc. September 2005 - December 2009
CitiStreet March 1994 - September 2005
Marks & Murase May 1989 - March 1994
Chadbourne & Parke LLP October 1987 - May 1989
Skills
Civil Litigation, Corporate Law, Employment Law, Financial Services, Litigation, Legal Compliance, Bankruptcy, Corporate Governance, Due Diligence, FINRA, Risk Management, Securities, Mergers
Education
New York University School of Law 1984 — 1987
JD, Law
University of Pennsylvania 1980 — 1984
BA, History/Political Science
Glenn Demarest Glenn Demarest's CitiStreet Experience 2006 - 2009
Job Account Manager at Ascensus
Industry Financial Services
Experience
Ascensus April 2012 - Present
The Walt Disney Company November 1991 - Present
ING Institutional Plan Services, LLC February 2006 - December 2011
CitiStreet 2006 - 2009
Merrill Lynch 1999 - 2006
Skills
Sales, Customer Service, 401k, Retirement, Employee Benefits, Financial Services, Leadership, Microsoft Office, Recruiting, PowerPoint, Management, CRM, Outlook, Microsoft Word, Vendor Management
Education
Kean University
Bachelor, Sociology
Rider University
Ascensus April 2012 - Present
The Walt Disney Company November 1991 - Present
ING Institutional Plan Services, LLC February 2006 - December 2011
CitiStreet 2006 - 2009
Merrill Lynch 1999 - 2006
Skills
Sales, Customer Service, 401k, Retirement, Employee Benefits, Financial Services, Leadership, Microsoft Office, Recruiting, PowerPoint, Management, CRM, Outlook, Microsoft Word, Vendor Management
Education
Kean University
Bachelor, Sociology
Rider University
Denise Farren Denise Farren's CitiStreet Experience November 1996 - February 2005
Job Marketing Director at Greater Boston Home Health Care LLC
Industry Hospital & Health Care
Experience
Greater Boston Home Health Care LLC March 2013 - Present
Medical Resources Home Health Corp February 2012 - November 2012
Paychex December 2010 - August 2011
WARNER CHILCOTT/PROCTER & GAMBLE PHARMACEUTICALS 2005-2010 June 2005 - April 2010
CitiStreet November 1996 - February 2005
CitiStreet November 1996 - February 2005
CitiStreet January 1999 - January 2001
CitiStreet January 1996 - January 1999
Skills
Customer Relations, Coaching, Mentoring, Account Management, Market Planning, Fundraising, Community Outreach, Business Development, Customer Service, Healthcare, Leadership, Management, Marketing, Public Speaking, Recruiting, Sales, Sales Operations, Training
Education
Providence College 1992 — 1996
Westwood High School 1989 — 1992
Greater Boston Home Health Care LLC March 2013 - Present
Medical Resources Home Health Corp February 2012 - November 2012
Paychex December 2010 - August 2011
WARNER CHILCOTT/PROCTER & GAMBLE PHARMACEUTICALS 2005-2010 June 2005 - April 2010
CitiStreet November 1996 - February 2005
CitiStreet November 1996 - February 2005
CitiStreet January 1999 - January 2001
CitiStreet January 1996 - January 1999
Skills
Customer Relations, Coaching, Mentoring, Account Management, Market Planning, Fundraising, Community Outreach, Business Development, Customer Service, Healthcare, Leadership, Management, Marketing, Public Speaking, Recruiting, Sales, Sales Operations, Training
Education
Providence College 1992 — 1996
Westwood High School 1989 — 1992
Stefan Regelmann, MBA Stefan Regelmann, MBA's CitiStreet Experience October 2005 - February 2007
Job Business Process, Analysis, and Project Management Consultant
Industry Management Consulting
Experience
Citizens Bank April 2012 - Present
JPJ Consulting, LLC August 2005 - Present
Schneider Electric/American Power Conversion October 2008 - April 2012
Textron Financial June 2008 - October 2008
Fidelity Investments February 2007 - May 2008
Leapfrog Systems 2007 - 2008
CitiStreet October 2005 - February 2007
CitiStreet 2005 - 2007
TIAA-CREF December 2004 - October 2005
Fifth Third Bank August 2004 - December 2004
Skills
Visio, Team Leadership, Strategy, Strategic Planning, Software Project..., SharePoint, SDLC, Retirement, Requirements Gathering, Requirements Analysis, Project Management, Process Improvement, Portfolio Management, Management, Leadership, Financial Services, Consulting, Change Management, Business Process..., Business Requirements, Business Development, Business Intelligence, Business Analysis
Education
Johnson & Wales University 1997 — 2000
MBA, Organization and Management
University of Rhode Island 1991 — 1995
Cranston West 1988 — 1991
Citizens Bank April 2012 - Present
JPJ Consulting, LLC August 2005 - Present
Schneider Electric/American Power Conversion October 2008 - April 2012
Textron Financial June 2008 - October 2008
Fidelity Investments February 2007 - May 2008
Leapfrog Systems 2007 - 2008
CitiStreet October 2005 - February 2007
CitiStreet 2005 - 2007
TIAA-CREF December 2004 - October 2005
Fifth Third Bank August 2004 - December 2004
Skills
Visio, Team Leadership, Strategy, Strategic Planning, Software Project..., SharePoint, SDLC, Retirement, Requirements Gathering, Requirements Analysis, Project Management, Process Improvement, Portfolio Management, Management, Leadership, Financial Services, Consulting, Change Management, Business Process..., Business Requirements, Business Development, Business Intelligence, Business Analysis
Education
Johnson & Wales University 1997 — 2000
MBA, Organization and Management
University of Rhode Island 1991 — 1995
Cranston West 1988 — 1991
Adam Peyser's CitiStreet Experience 2005 - 2006
Job Consultant at Precision Global Consulting
Industry Financial Services
Experience
Nuveen Investments 2013 - Present
Precision Global Consulting April 2007 - Present
Alberta Investment Management Corporation (AIMCo) 2012 - 2013
Janus Capital Group 2010 - 2012
Fiserv ISS 2008 - 2010
IQ Business Group January 2005 - April 2007
The Hartford 2007 - 2007
TIAA-CREF 2005 - 2007
CitiStreet 2005 - 2006
Mercer Human Resources Consulting August 1999 - January 2005
Skills
Business Analysis, Project Management, Business Process..., Requirements Analysis, Management Reporting, Requirements Gathering, Business Intelligence, Testing Automation, User Acceptance Testing, Simcorp Dimension, Sungard Omni, Sungard Relius, InnoTrust, VBA, SQL, VB6, System Migration, SDLC, Crystal Reports, Oracle, SQL Server, Excel, Access, Salesforce.com, Change Control
Education
Macquarie University 2000 — 2002
Diploma of Financial Services, Superannuation, Insurance, Financial Services
Gosford High
Pace University
Bachelor of Science Degree in Management Information Systems
Nuveen Investments 2013 - Present
Precision Global Consulting April 2007 - Present
Alberta Investment Management Corporation (AIMCo) 2012 - 2013
Janus Capital Group 2010 - 2012
Fiserv ISS 2008 - 2010
IQ Business Group January 2005 - April 2007
The Hartford 2007 - 2007
TIAA-CREF 2005 - 2007
CitiStreet 2005 - 2006
Mercer Human Resources Consulting August 1999 - January 2005
Skills
Business Analysis, Project Management, Business Process..., Requirements Analysis, Management Reporting, Requirements Gathering, Business Intelligence, Testing Automation, User Acceptance Testing, Simcorp Dimension, Sungard Omni, Sungard Relius, InnoTrust, VBA, SQL, VB6, System Migration, SDLC, Crystal Reports, Oracle, SQL Server, Excel, Access, Salesforce.com, Change Control
Education
Macquarie University 2000 — 2002
Diploma of Financial Services, Superannuation, Insurance, Financial Services
Gosford High
Pace University
Bachelor of Science Degree in Management Information Systems
Jeff Machols's CitiStreet Experience July 2001 - December 2008
Job Director of Midrange Engineering
Industry Information Technology and Services
Experience
ING U.S. July 2011 - July 2013
ING January 2009 - July 2011
CitiStreet July 2001 - December 2008
ConAgra Beef April 1999 - July 2001
Education
University of North Florida 2002 — 2005
Master of Business Administration (M.B.A.)
Rochester Institute of Technology 1992 — 1997
ING U.S. July 2011 - July 2013
ING January 2009 - July 2011
CitiStreet July 2001 - December 2008
ConAgra Beef April 1999 - July 2001
Education
University of North Florida 2002 — 2005
Master of Business Administration (M.B.A.)
Rochester Institute of Technology 1992 — 1997
Juana Guce's CitiStreet Experience March 1999 - February 2001
Job IT Consultant at Codex Inc
Industry Information Technology and Services
Experience
Codex Inc February 2008 - Present
Capital One 2003 - Present
WellPoint September 2007 - January 2008
Capital One 2005 - 2007
Disys December 2004 - September 2005
Capital One 2001 - 2004
CitiStreet March 1999 - February 2001
Jupiter Systems, Inc 1995 - 1998
IBM Philippines 1994 - 1995
Education
Polytechnic University of the Philippines 1986 — 1990
BCDPM, Computer Science, Computer Data Processing Management
Codex Inc February 2008 - Present
Capital One 2003 - Present
WellPoint September 2007 - January 2008
Capital One 2005 - 2007
Disys December 2004 - September 2005
Capital One 2001 - 2004
CitiStreet March 1999 - February 2001
Jupiter Systems, Inc 1995 - 1998
IBM Philippines 1994 - 1995
Education
Polytechnic University of the Philippines 1986 — 1990
BCDPM, Computer Science, Computer Data Processing Management
Shane Powers, MBA, PMP's CitiStreet Experience October 1999 - November 2002
Job Sales Director at Connecture
Industry Computer Software
Experience
Connecture January 2013 - Present
Connecture, Inc. January 2009 - December 2012
Connecture January 2006 - December 2008
iHealth Technologies January 2003 - January 2006
CitiStreet October 1999 - November 2002
Florida Blue December 1994 - October 1999
Skills
Specialties:..., SDLC, Process Improvement, Leadership, Management, Business Analysis, Project Management, Vendor Management, Requirements Analysis, Program Management, Software Project..., Sales, Professional Services, Integration, Business Process..., Customer Satisfaction, Change Management, Business Intelligence, Product Development, CRM, Software Documentation, Business Requirements, Visio, Employee Benefits, SaaS, Salesforce.com, SharePoint, Healthcare Information..., Enterprise Software, Business Development, Recruiting, Requirements Gathering, Selling
Education
Jacksonville University 1997 — 1998
M.B.A., Business Administration
Florida State University 1990 — 1994
Bachelor's, History, Business
Bishop Kenny High School 1985 — 1989
Connecture January 2013 - Present
Connecture, Inc. January 2009 - December 2012
Connecture January 2006 - December 2008
iHealth Technologies January 2003 - January 2006
CitiStreet October 1999 - November 2002
Florida Blue December 1994 - October 1999
Skills
Specialties:..., SDLC, Process Improvement, Leadership, Management, Business Analysis, Project Management, Vendor Management, Requirements Analysis, Program Management, Software Project..., Sales, Professional Services, Integration, Business Process..., Customer Satisfaction, Change Management, Business Intelligence, Product Development, CRM, Software Documentation, Business Requirements, Visio, Employee Benefits, SaaS, Salesforce.com, SharePoint, Healthcare Information..., Enterprise Software, Business Development, Recruiting, Requirements Gathering, Selling
Education
Jacksonville University 1997 — 1998
M.B.A., Business Administration
Florida State University 1990 — 1994
Bachelor's, History, Business
Bishop Kenny High School 1985 — 1989
Betty Wylie's CitiStreet Experience October 1998 - June 2002
Job Technical Integration Support Analyst at Allscripts
Industry Information Technology and Services
Experience
Allscripts April 2011 - Present
Allscripts-Misys, LLC March 2011 - March 2012
Allscripts-Misys, LLC March 2008 - March 2010
Misys Healthcare August 2006 - February 2008
FM Global October 2002 - May 2006
CitiStreet October 1998 - June 2002
Skills
Healthcare Information..., Business Development, Software Documentation, HIPAA, Training, Management, Quality Assurance, Software Implementation, EHR, EMR, Technical Support, Requirements Analysis, Process Improvement, Business Analysis
Education
University of West Florida 1990 — 1993
BS, Marketing
Pensacola Junior College 1988 — 1990
AS, Business Administration
Allscripts April 2011 - Present
Allscripts-Misys, LLC March 2011 - March 2012
Allscripts-Misys, LLC March 2008 - March 2010
Misys Healthcare August 2006 - February 2008
FM Global October 2002 - May 2006
CitiStreet October 1998 - June 2002
Skills
Healthcare Information..., Business Development, Software Documentation, HIPAA, Training, Management, Quality Assurance, Software Implementation, EHR, EMR, Technical Support, Requirements Analysis, Process Improvement, Business Analysis
Education
University of West Florida 1990 — 1993
BS, Marketing
Pensacola Junior College 1988 — 1990
AS, Business Administration
Bryan Phurrough's CitiStreet Experience January 2008 - July 2008
Job Solutions Design Director at FSV Payment Systems
Industry Financial Services
Experience
FSV Payment Systems January 2011 - Present
FSV Payment Systems June 2009 - November 2011
ING July 2008 - January 2009
CitiStreet January 2008 - July 2008
CitiStreet September 2004 - December 2007
CitiStreet April 2003 - September 2005
CitiStreet December 2000 - April 2003
CitiStreet July 2000 - December 2000
CitiStreet December 1999 - July 2000
Bank of America June 1998 - December 1999
Skills
Software Project..., SDLC, Databases, Business Analysis, Vendor Management, Quality Assurance, Server Architecture, Software Development, Process Improvement, Requirements Analysis, SQL, SharePoint, Visio, Requirements Gathering, Program Management, Enterprise Architecture
Education
Jacksonville State University 1985 — 1987
Bachelor of Science (BS), Computer Information Systems
University of Alabama at Birmingham 1983 — 1985
Engineering
Central Alabama Community College 1981 — 1983
Clay County High School 1978 — 1981
FSV Payment Systems January 2011 - Present
FSV Payment Systems June 2009 - November 2011
ING July 2008 - January 2009
CitiStreet January 2008 - July 2008
CitiStreet September 2004 - December 2007
CitiStreet April 2003 - September 2005
CitiStreet December 2000 - April 2003
CitiStreet July 2000 - December 2000
CitiStreet December 1999 - July 2000
Bank of America June 1998 - December 1999
Skills
Software Project..., SDLC, Databases, Business Analysis, Vendor Management, Quality Assurance, Server Architecture, Software Development, Process Improvement, Requirements Analysis, SQL, SharePoint, Visio, Requirements Gathering, Program Management, Enterprise Architecture
Education
Jacksonville State University 1985 — 1987
Bachelor of Science (BS), Computer Information Systems
University of Alabama at Birmingham 1983 — 1985
Engineering
Central Alabama Community College 1981 — 1983
Clay County High School 1978 — 1981
Bryan Prosser's CitiStreet Experience 1997 - 2000
Job Raymond James SE Manager, Trading Systems
Industry Information Technology and Services
Experience
Raymond James Financial October 2007 - Present
Pinellas County Government 2007 - Present
Pinellas County - BCC 2007 - 2007
Eckerd 2000 - 2005
CitiStreet 1997 - 2000
Skills
Agile Methodologies, Business Analysis, E-commerce, Enterprise Architecture, IT Strategy, ITIL, Integration, Microsoft SQL Server, Process Improvement, Project Management, Requirements Analysis, Requirements Gathering, SDLC, SOA, SQL, SharePoint, Software Development, Software Project..., Vendor Management, Visio
Education
Jacksonville University 1989 — 1992
Raymond James Financial October 2007 - Present
Pinellas County Government 2007 - Present
Pinellas County - BCC 2007 - 2007
Eckerd 2000 - 2005
CitiStreet 1997 - 2000
Skills
Agile Methodologies, Business Analysis, E-commerce, Enterprise Architecture, IT Strategy, ITIL, Integration, Microsoft SQL Server, Process Improvement, Project Management, Requirements Analysis, Requirements Gathering, SDLC, SOA, SQL, SharePoint, Software Development, Software Project..., Vendor Management, Visio
Education
Jacksonville University 1989 — 1992
Jason Pschar (jpschar@gmail.com)'s CitiStreet Experience November 2002 - June 2004
Job Manager Business Intelligence and Reporting
Industry Biotechnology
Experience
LifeCell Corporation April 2014 - Present
LifeCell Corporation November 2011 - April 2014
LifeCell Corporation November 2005 - November 2011
Citigroup July 2005 - November 2005
Citigroup June 2005 - August 2005
Ventiv Pharma Services September 2003 - July 2005
inVentiv Health November 2003 - June 2005
CitiStreet November 2002 - June 2004
The Franklin Group 2002 - 2004
CitiStreet April 2002 - November 2003
Skills
SQL, Oracle SQL, SQL Tuning, Oracle Portal, Business Intelligence, Business Analysis, Dashboards, Sales Support, Requirements Gathering, Software Project..., Software Documentation, Sales Operations, Visio, Oracle, SDLC, Process Improvement, Data Warehousing, Program Management, Project Management
Education
Goldey-Beacom College, Delaware 1995 — 1998
Bachelor of Science Degree, Business Administration
Raritan Valley Community College
LifeCell Corporation April 2014 - Present
LifeCell Corporation November 2011 - April 2014
LifeCell Corporation November 2005 - November 2011
Citigroup July 2005 - November 2005
Citigroup June 2005 - August 2005
Ventiv Pharma Services September 2003 - July 2005
inVentiv Health November 2003 - June 2005
CitiStreet November 2002 - June 2004
The Franklin Group 2002 - 2004
CitiStreet April 2002 - November 2003
Skills
SQL, Oracle SQL, SQL Tuning, Oracle Portal, Business Intelligence, Business Analysis, Dashboards, Sales Support, Requirements Gathering, Software Project..., Software Documentation, Sales Operations, Visio, Oracle, SDLC, Process Improvement, Data Warehousing, Program Management, Project Management
Education
Goldey-Beacom College, Delaware 1995 — 1998
Bachelor of Science Degree, Business Administration
Raritan Valley Community College
Cathy Krommenhoek, SPHR's CitiStreet Experience December 2003 - June 2008
Job HR Supervisor at Oceaneering
Industry Human Resources
Experience
Oceaneering August 2014 - Present
Unlimited Path, Inc. June 2012 - August 2014
Life and Specialty Ventures June 2008 - March 2012
CitiStreet December 2003 - June 2008
Skills
Benefits, P&L Management, Technical Recruiting, Compensation, Employee Relations, Human Resources, Recruiting, Employee Benefits, Organizational..., Customer Service, Budgets, Deferred Compensation, HRIS, Performance Management, Applicant Tracking..., Leadership, Personnel Management, Management, Hiring, Process Improvement, Job Descriptions, Benefits Administration, Succession Planning, Onboarding, Interviews, Workforce Planning, Talent Acquisition, Talent Management, College Recruiting, New Hire Orientations, Employee Engagement, FMLA, Temporary Placement, Taleo, HR Policies, Organizational...
Education
Johnson County Community College
Business Management
Oceaneering August 2014 - Present
Unlimited Path, Inc. June 2012 - August 2014
Life and Specialty Ventures June 2008 - March 2012
CitiStreet December 2003 - June 2008
Skills
Benefits, P&L Management, Technical Recruiting, Compensation, Employee Relations, Human Resources, Recruiting, Employee Benefits, Organizational..., Customer Service, Budgets, Deferred Compensation, HRIS, Performance Management, Applicant Tracking..., Leadership, Personnel Management, Management, Hiring, Process Improvement, Job Descriptions, Benefits Administration, Succession Planning, Onboarding, Interviews, Workforce Planning, Talent Acquisition, Talent Management, College Recruiting, New Hire Orientations, Employee Engagement, FMLA, Temporary Placement, Taleo, HR Policies, Organizational...
Education
Johnson County Community College
Business Management
Walsh, Dianne's CitiStreet Experience February 2008 - Present
Job Associate Marketing Communications Specialist at Voya Financial
Industry Financial Services
Experience
Voya Financial September 2014 - Present
Voya Financial September 2014 - Present
ING July 2008 - Present
CitiStreet February 2008 - Present
ING Insurance 2008 - Present
CitiStreet October 2006 - Present
Skills
Management, Corporate Communications, Marketing, Time Management, Marketing Communications, Relationship Management, Event Planning, PowerPoint, Account Management, Microsoft Office, Microsoft Excel, Marketing Strategy, Social Media, Email Marketing, Advertising, Event Management
Education
Chamberlayne Junior College 1983 — 1984
Associates
Vesper George School of Art 1981 — 1983
2 Year Certificate
Quincy College 1980 — 1981
Voya Financial September 2014 - Present
Voya Financial September 2014 - Present
ING July 2008 - Present
CitiStreet February 2008 - Present
ING Insurance 2008 - Present
CitiStreet October 2006 - Present
Skills
Management, Corporate Communications, Marketing, Time Management, Marketing Communications, Relationship Management, Event Planning, PowerPoint, Account Management, Microsoft Office, Microsoft Excel, Marketing Strategy, Social Media, Email Marketing, Advertising, Event Management
Education
Chamberlayne Junior College 1983 — 1984
Associates
Vesper George School of Art 1981 — 1983
2 Year Certificate
Quincy College 1980 — 1981
Scott Chadwell, MBA, PMP's CitiStreet Experience March 2004 - May 2008
Job Project Director at VOYA
Industry Information Services
Experience
Voya Financial (formerly ING) June 2009 - Present
ING U.S. (formerly Citistreet) June 2008 - September 2009
CitiStreet March 2004 - May 2008
Aon Hewitt June 1999 - March 2004
Skills
Project Leadership, Team Leadership, Problem Solving, Resource Management, Strategic Planning, Staff Training, Process Improvement, Requirements Analysis, Business Analysis, SDLC, Business Requirements, Quality Assurance, Vendor Management, Requirements Gathering, Business Process..., Creative Solutions, Client Relations, Risk Management
Education
University of North Florida - College of Business Administration 2006 — 2009
MBA, Management Concentration
Ohio University 1994 — 1999
BA, Accounting and MIS
VOYA/ING Professional Development Training
Leadership Training
Project Management Professional Training
PMP Certification
Voya Financial (formerly ING) June 2009 - Present
ING U.S. (formerly Citistreet) June 2008 - September 2009
CitiStreet March 2004 - May 2008
Aon Hewitt June 1999 - March 2004
Skills
Project Leadership, Team Leadership, Problem Solving, Resource Management, Strategic Planning, Staff Training, Process Improvement, Requirements Analysis, Business Analysis, SDLC, Business Requirements, Quality Assurance, Vendor Management, Requirements Gathering, Business Process..., Creative Solutions, Client Relations, Risk Management
Education
University of North Florida - College of Business Administration 2006 — 2009
MBA, Management Concentration
Ohio University 1994 — 1999
BA, Accounting and MIS
VOYA/ING Professional Development Training
Leadership Training
Project Management Professional Training
PMP Certification
Melba Marty's CitiStreet Experience 2000 - 2003
Job Senior Accountant at Caliber Home Loans
Industry Financial Services
Experience
Caliber Home Loans January 2006 - Present
CitiStreet 2000 - 2003
Skills
Accounting, Financial Analysis, Analysis, Account Reconciliation, Finance, Financial Modeling, Auditing, Financial Reporting, Accounts Payable, Corporate Finance, Risk Management, Microsoft Excel, Access, Strategic Financial..., Management, Loans, General Ledger, Financial Statements, Bank Reconciliation, Financial Services
Education
California Miramar University 2013 — 2014
Master of Business Administration (MBA), Finance
Montclair State University 2009 — 2011
MBA, Finance - 18 Credits
Rutgers University-New Brunswick
Dickinson High School
Caliber Home Loans January 2006 - Present
CitiStreet 2000 - 2003
Skills
Accounting, Financial Analysis, Analysis, Account Reconciliation, Finance, Financial Modeling, Auditing, Financial Reporting, Accounts Payable, Corporate Finance, Risk Management, Microsoft Excel, Access, Strategic Financial..., Management, Loans, General Ledger, Financial Statements, Bank Reconciliation, Financial Services
Education
California Miramar University 2013 — 2014
Master of Business Administration (MBA), Finance
Montclair State University 2009 — 2011
MBA, Finance - 18 Credits
Rutgers University-New Brunswick
Dickinson High School
Melissa Surkin's CitiStreet Experience April 2000 - July 2008
Job Software Development Consultant
Industry Financial Services
Experience
ING April 2000 - Present
CitiStreet April 2000 - July 2008
Education
Penn State University 1993 — 1997
ING April 2000 - Present
CitiStreet April 2000 - July 2008
Education
Penn State University 1993 — 1997
Pamela (Walsh) Bonnell's CitiStreet Experience January 2001 - July 2005
Job Director, Learning & Development at Barnes & Noble College
Industry Retail
Experience
Barnes & Noble College Booksellers July 2005 - Present
CitiStreet January 2001 - July 2005
Prudential Financial April 1997 - January 2001
Fleet Bank 1995 - 1997
Skills
Learning, Internal Communications, Organizational..., Human Resources, Team Building, Event Planning, Store Management, Coaching, Customer Service, Training, HRIS, Retail, Leadership, Hiring, Workshop Facilitation, Time Management, Talent Management, Inventory Management, Merchandising, Management
Education
Marywood University 1982 — 1986
B.A., Communications
Barnes & Noble College Booksellers July 2005 - Present
CitiStreet January 2001 - July 2005
Prudential Financial April 1997 - January 2001
Fleet Bank 1995 - 1997
Skills
Learning, Internal Communications, Organizational..., Human Resources, Team Building, Event Planning, Store Management, Coaching, Customer Service, Training, HRIS, Retail, Leadership, Hiring, Workshop Facilitation, Time Management, Talent Management, Inventory Management, Merchandising, Management
Education
Marywood University 1982 — 1986
B.A., Communications
Francine Szakacs's CitiStreet Experience January 2005 - December 2006
Job MetLife Premier Client Group
Industry Financial Services
Experience
MetLife September 2012 - Present
MetLife Resources June 2011 - July 2012
ING Institutional Plan Services 2008 - 2011
ING January 2008 - January 2010
ING January 2006 - 2010
CitiStreet January 2005 - December 2006
CitiStreet January 2005 - January 2006
CitiStreet January 2005 - January 2006
Merrill Lynch January 1999 - January 2005
Merrill Lynch January 1998 - January 1999
Skills
401k, Employee Benefits, Relationship Management, Investments, Retirement Planning, 403 b, Process Improvement, Data Conversion, Series 6, Mutual Funds, Financial Services, Retirement, Training, Management
Education
Rider University
Bachelor of Arts, Sociology and Social Work
Rider University
MetLife September 2012 - Present
MetLife Resources June 2011 - July 2012
ING Institutional Plan Services 2008 - 2011
ING January 2008 - January 2010
ING January 2006 - 2010
CitiStreet January 2005 - December 2006
CitiStreet January 2005 - January 2006
CitiStreet January 2005 - January 2006
Merrill Lynch January 1999 - January 2005
Merrill Lynch January 1998 - January 1999
Skills
401k, Employee Benefits, Relationship Management, Investments, Retirement Planning, 403 b, Process Improvement, Data Conversion, Series 6, Mutual Funds, Financial Services, Retirement, Training, Management
Education
Rider University
Bachelor of Arts, Sociology and Social Work
Rider University
Jay LaMar's CitiStreet Experience 1996 - 1998
Job Financial Advisor at A Major Financial Service Firm
Industry Financial Services
Experience
A Major Financial Services Firm 2009 - Present
Sun Life Financial September 2006 - May 2009
Allstate Financial 2001 - 2006
Allstate Distributors, LLC 2001 - 2006
Zacks Investment Research 1999 - 2001
Scudder Investments 1998 - 1999
CitiStreet 1996 - 1998
Education
Northern Illinois University - College of Business 1988 — 1992
B.S., Finance
A Major Financial Services Firm 2009 - Present
Sun Life Financial September 2006 - May 2009
Allstate Financial 2001 - 2006
Allstate Distributors, LLC 2001 - 2006
Zacks Investment Research 1999 - 2001
Scudder Investments 1998 - 1999
CitiStreet 1996 - 1998
Education
Northern Illinois University - College of Business 1988 — 1992
B.S., Finance
Suzanne Garrard's CitiStreet Experience November 1998 - July 2008
Job Quality Assurance Analyst at LogistiCare Solutions, LLC
Industry Information Technology and Services
Experience
LogistiCare Solutions, LLC May 2010 - April 2011
ING July 2008 - January 2009
ING formerly CitiStreet 1998 - 2009
CitiStreet November 1998 - July 2008
CSX Technology May 1998 - October 1998
AT&T Universal Card July 1990 - April 1998
Education
Jacksonville University
LogistiCare Solutions, LLC May 2010 - April 2011
ING July 2008 - January 2009
ING formerly CitiStreet 1998 - 2009
CitiStreet November 1998 - July 2008
CSX Technology May 1998 - October 1998
AT&T Universal Card July 1990 - April 1998
Education
Jacksonville University
Cherie Nelson's CitiStreet Experience June 2001 - April 2006
Job Communications Director, Transamerica Retirement Solutions
Industry Financial Services
Experience
Diversified September 2009 - Present
New York Life May 2006 - May 2009
CitiStreet June 2001 - April 2006
State Street Bank April 2000 - June 2001
State Street Bank/SSgA March 1996 - March 2000
Education
Massachusetts College of Liberal Arts 1986 — 1990
BS, Business Administration, Marketing
Diversified September 2009 - Present
New York Life May 2006 - May 2009
CitiStreet June 2001 - April 2006
State Street Bank April 2000 - June 2001
State Street Bank/SSgA March 1996 - March 2000
Education
Massachusetts College of Liberal Arts 1986 — 1990
BS, Business Administration, Marketing
Bob Kuba's CitiStreet Experience 2001 - 2008
Job Consultant Project Manager / BA
Industry Financial Services
Experience
Consultant May 2014 - Present
Chesapeake Benefit Partners September 2013 - Present
Metlife Stadium May 2010 - Present
Global Systems Solutions 2010 - May 2012
Department of Commerce April 2009 - May 2010
Citistreet 2001 - 2008
Citistreet Retirement Services Division 2001 - 2008
Buck Consultants 1997 - September 2001
AXA Equitable 1996 - 1997
Equitable 1991 - 1997
Skills
Mentoring, Team Management, Business Acumen, SDLC, Contract Negotiation, Business Analysis, Project Management, Team Leadership, Management, Leadership, Strategic Planning, Sales, Program Management, Strategy, Vendor Management, Customer Service, Risk Management, Change Management, Requirements Analysis, Process Improvement, CRM, Analysis, IT Strategy, Business Process, Business Process..., Project Planning, Outsourcing, Integration, Consulting, Software Documentation, Business Intelligence, Financial Services
Education
Pratt Institute 1900 — 1900
BS MS, Mathematics
William Cullen Bryant High School 1900 — 1900
Consultant May 2014 - Present
Chesapeake Benefit Partners September 2013 - Present
Metlife Stadium May 2010 - Present
Global Systems Solutions 2010 - May 2012
Department of Commerce April 2009 - May 2010
Citistreet 2001 - 2008
Citistreet Retirement Services Division 2001 - 2008
Buck Consultants 1997 - September 2001
AXA Equitable 1996 - 1997
Equitable 1991 - 1997
Skills
Mentoring, Team Management, Business Acumen, SDLC, Contract Negotiation, Business Analysis, Project Management, Team Leadership, Management, Leadership, Strategic Planning, Sales, Program Management, Strategy, Vendor Management, Customer Service, Risk Management, Change Management, Requirements Analysis, Process Improvement, CRM, Analysis, IT Strategy, Business Process, Business Process..., Project Planning, Outsourcing, Integration, Consulting, Software Documentation, Business Intelligence, Financial Services
Education
Pratt Institute 1900 — 1900
BS MS, Mathematics
William Cullen Bryant High School 1900 — 1900
Tim Leimkuehler's CitiStreet Experience May 2000 - September 2005
Job Independent Financial Services Professional
Industry Financial Services
Experience
Mark Gilliam Agency, Inc. September 2005 - Present
CitiStreet May 2000 - September 2005
Skills
Insurance, Portfolio Management, Equities
Education
Missouri State University 1983 — 1989
Bachelor of Science, Administrative Management
Mark Gilliam Agency, Inc. September 2005 - Present
CitiStreet May 2000 - September 2005
Skills
Insurance, Portfolio Management, Equities
Education
Missouri State University 1983 — 1989
Bachelor of Science, Administrative Management
Gregory Cronin's CitiStreet Experience April 2006 - July 2006
Job Project Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2007 - Present
Fidelity Investments July 2006 - April 2007
CitiStreet April 2006 - July 2006
Mercer HR Services October 1998 - March 2006
Putnam Investments September 1997 - October 1998
Putnam Investments January 1997 - September 1997
Criterion Metals, Inc May 1994 - December 1996
First Data Corp March 1993 - May 1994
Skills
Project Management, Business Analysis, Vendor Management, Requirements Gathering, Change Management, Process Improvement, Management, Customer Service
Education
Quinnipiac University 1988 — 1992
B.S, Marketing / Marketing Management
Fidelity Investments April 2007 - Present
Fidelity Investments July 2006 - April 2007
CitiStreet April 2006 - July 2006
Mercer HR Services October 1998 - March 2006
Putnam Investments September 1997 - October 1998
Putnam Investments January 1997 - September 1997
Criterion Metals, Inc May 1994 - December 1996
First Data Corp March 1993 - May 1994
Skills
Project Management, Business Analysis, Vendor Management, Requirements Gathering, Change Management, Process Improvement, Management, Customer Service
Education
Quinnipiac University 1988 — 1992
B.S, Marketing / Marketing Management
Sylvia Diez's CitiStreet Experience August 1991 - March 2001
Job Market Director, Institutional Investments at PNC
Industry Financial Services
Experience
PNC July 2012 - Present
PNC Wealth Management September 2009 - June 2012
PNC Wealth Management January 2005 - September 2009
PNC Wealth Management March 2001 - January 2005
CitiStreet August 1991 - March 2001
Skills
Securities, Equities, Asset Managment, Investments, Portfolio Management, Public Speaking, Credit, Asset Allocation, Wealth Management, Series 7, Mutual Funds, Banking, Retirement Planning, New Business Development
Education
Robert Morris University 1985 — 1988
Marketing
PNC July 2012 - Present
PNC Wealth Management September 2009 - June 2012
PNC Wealth Management January 2005 - September 2009
PNC Wealth Management March 2001 - January 2005
CitiStreet August 1991 - March 2001
Skills
Securities, Equities, Asset Managment, Investments, Portfolio Management, Public Speaking, Credit, Asset Allocation, Wealth Management, Series 7, Mutual Funds, Banking, Retirement Planning, New Business Development
Education
Robert Morris University 1985 — 1988
Marketing
Paul Wagenbach's CitiStreet Experience January 2006 - October 2007
Job Assistant General Counsel at BATS Global Markets, Inc.
Industry Financial Services
Experience
BATS Global Markets, Inc. March 2015 - Present
KCG Holdings, Inc. July 2013 - February 2015
Knight Capital Group, Inc. October 2007 - July 2013
CitiStreet January 2006 - October 2007
Skills
Securities, FINRA, Securities Regulation, Capital Markets, Electronic Trading, Trading Systems, Hedge Funds, Fixed Income, Series 7, Financial Markets, Derivatives, Equities, Financial Services
Education
New York University School of Law 1999 — 2002
Master of Laws (LL.M.)
Quinnipiac University School of Law 1993 — 1996
Juris Doctor (J.D.)
Vanderbilt University 1988 — 1992
Bachelor’s Degree, History
BATS Global Markets, Inc. March 2015 - Present
KCG Holdings, Inc. July 2013 - February 2015
Knight Capital Group, Inc. October 2007 - July 2013
CitiStreet January 2006 - October 2007
Skills
Securities, FINRA, Securities Regulation, Capital Markets, Electronic Trading, Trading Systems, Hedge Funds, Fixed Income, Series 7, Financial Markets, Derivatives, Equities, Financial Services
Education
New York University School of Law 1999 — 2002
Master of Laws (LL.M.)
Quinnipiac University School of Law 1993 — 1996
Juris Doctor (J.D.)
Vanderbilt University 1988 — 1992
Bachelor’s Degree, History
Erin Roche-Wise's CitiStreet Experience Senior Command Center AnalystCitiStreetMay 2005 - Present
Job Command Center Analyst at CitiStreet
Industry Financial Services
Experience
CitiStreet Senior Command Center AnalystCitiStreetMay 2005 - Present
Boston Financial Data Services October 2000 - May 2005
Education
Quincy College 1992 — 1994
Early Childhood Education
CitiStreet Senior Command Center AnalystCitiStreetMay 2005 - Present
Boston Financial Data Services October 2000 - May 2005
Education
Quincy College 1992 — 1994
Early Childhood Education
Nathan Hamlet's CitiStreet Experience September 2007 - January 2008
Job CFO, Eastern Physician Group at IASIS Healthcare
Industry Hospital & Health Care
Experience
IASIS Healthcare March 2013 - Present
IASIS Healthcare August 2012 - March 2013
IASIS Healthcare Physician Operations August 2011 - August 2012
Children's Hospital Boston July 2008 - October 2010
Robert Half Finance & Accounting December 2006 - October 2008
HouseWorks LLC January 2008 - April 2008
Abt Associates September 2007 - January 2008
CitiStreet September 2007 - January 2008
State Street December 2006 - June 2007
Gordon Industires June 2003 - November 2006
Skills
Physician Practice..., Accounting, Payroll, Financial Management, Compliance, Budgeting, Healthcare, Healthcare Management, Revenue Modeling, Forecasting Models, Healthcare Industry, Oracle, Lawson, Great Plains Software, PeopleSoft, Physician Relations, Physician Billing, Pivot Tables, Hyperion, Hyperion Planning, Essbase, Visual Basic, Revenue Cycle, Revenue Management, Budgets, Physicians, Managerial Finance, Movex, Revenue Analysis, Variance Analysis, Account Reconciliation, Accounts Payable, Access, Internal Controls, Process Improvement, Forecasting, Medical Billing
Education
Jacksonville State University
Master of Business Administration (MBA)
Suffolk University
Bachelor of Business Administration (B.B.A.), Accounting/Finance, 3.2
IASIS Healthcare March 2013 - Present
IASIS Healthcare August 2012 - March 2013
IASIS Healthcare Physician Operations August 2011 - August 2012
Children's Hospital Boston July 2008 - October 2010
Robert Half Finance & Accounting December 2006 - October 2008
HouseWorks LLC January 2008 - April 2008
Abt Associates September 2007 - January 2008
CitiStreet September 2007 - January 2008
State Street December 2006 - June 2007
Gordon Industires June 2003 - November 2006
Skills
Physician Practice..., Accounting, Payroll, Financial Management, Compliance, Budgeting, Healthcare, Healthcare Management, Revenue Modeling, Forecasting Models, Healthcare Industry, Oracle, Lawson, Great Plains Software, PeopleSoft, Physician Relations, Physician Billing, Pivot Tables, Hyperion, Hyperion Planning, Essbase, Visual Basic, Revenue Cycle, Revenue Management, Budgets, Physicians, Managerial Finance, Movex, Revenue Analysis, Variance Analysis, Account Reconciliation, Accounts Payable, Access, Internal Controls, Process Improvement, Forecasting, Medical Billing
Education
Jacksonville State University
Master of Business Administration (MBA)
Suffolk University
Bachelor of Business Administration (B.B.A.), Accounting/Finance, 3.2
Karen Connell's CitiStreet Experience July 1990 - July 1994
Job Informationist at Knowledgent
Industry Financial Services
Experience
Knowledgent July 2013 - Present
CGI June 2004 - June 2013
Morgan Stanley 1998 - 2000
Retirement Plan Strategies 1994 - 1998
CitiStreet July 1990 - July 1994
Price Waterhouse Coopers March 1984 - March 1990
Skills
Program Management, Change Management, Risk Management, Business Analysis, SDLC, Business Process..., Global Delivery, Financial Services, Healthcare Information..., Management, Process Improvement, Service Delivery, Business Process..., Systems Analysis, Project Management, Requirements Gathering, Information Technology, Project Planning, PMO, Business Process, Data Analysis, Agile Methodologies, Project Portfolio..., PMP, Analysis, Leadership, Project Delivery, Requirements Analysis, Software Documentation, Outsourcing, SharePoint, CRM, Quality Assurance, Testing, MS Project, ERP, Team Management, Resource Management, Business Intelligence, Strategy, Business Process Design, Business Transformation, IT Management, Governance, Professional Services, Consulting, Software Development, Business Requirements, Vendor Management, Visio
Education
De Paul Catholic High School
Montclair State University
BA, Liberal Arts
Knowledgent July 2013 - Present
CGI June 2004 - June 2013
Morgan Stanley 1998 - 2000
Retirement Plan Strategies 1994 - 1998
CitiStreet July 1990 - July 1994
Price Waterhouse Coopers March 1984 - March 1990
Skills
Program Management, Change Management, Risk Management, Business Analysis, SDLC, Business Process..., Global Delivery, Financial Services, Healthcare Information..., Management, Process Improvement, Service Delivery, Business Process..., Systems Analysis, Project Management, Requirements Gathering, Information Technology, Project Planning, PMO, Business Process, Data Analysis, Agile Methodologies, Project Portfolio..., PMP, Analysis, Leadership, Project Delivery, Requirements Analysis, Software Documentation, Outsourcing, SharePoint, CRM, Quality Assurance, Testing, MS Project, ERP, Team Management, Resource Management, Business Intelligence, Strategy, Business Process Design, Business Transformation, IT Management, Governance, Professional Services, Consulting, Software Development, Business Requirements, Vendor Management, Visio
Education
De Paul Catholic High School
Montclair State University
BA, Liberal Arts
Kaydee Powers-Gyrisco's CitiStreet Experience May 2008 - October 2008
Job Associate Security Analyst at John Hancock Financial Services
Industry Information Technology and Services
Experience
John Hancock Financial Services December 2013 - Present
CGI March 2013 - November 2013
Partners Health Care March 2012 - May 2012
ING Funds October 2008 - December 2011
CitiStreet May 2008 - October 2008
Fidelity Investments 1995 - May 2008
Fidelity Investments 1988 - 1995
Reserve Fund Mangement April 1984 - July 1988
Skills
Security, Information Security, SDLC, Requirements Analysis, Software Documentation, Risk Management, Identity Management, Data Security, Business Continuity, Unix, Disaster Recovery, Quality Assurance, Risk Assessment, Key Account Management, Change Management, Process Improvement, Information Security..., Access Control..., Customer Satisfaction, Business Analysis, Information Security..., Access, RBAC, IT Operations, Mutual Funds, CISSP, Security Policy, User Acceptance Testing, Management, Linux, ITIL, Technical Documentation, User Experience, Configuration Management, Customer Service, Business Process..., Usability Testing, Regression Testing, Role Mapping, CMDB, IT Risk Management, Software Implementation, Insurance, Trading Operations, Data Privacy, Project Coordination
Education
State University of New York Institute of Technology at Utica/Rome
BPS, Human Services
Queensborough Community College
AA, Liberal Arts
St. Agnes Academic High School
diploma
John Hancock Financial Services December 2013 - Present
CGI March 2013 - November 2013
Partners Health Care March 2012 - May 2012
ING Funds October 2008 - December 2011
CitiStreet May 2008 - October 2008
Fidelity Investments 1995 - May 2008
Fidelity Investments 1988 - 1995
Reserve Fund Mangement April 1984 - July 1988
Skills
Security, Information Security, SDLC, Requirements Analysis, Software Documentation, Risk Management, Identity Management, Data Security, Business Continuity, Unix, Disaster Recovery, Quality Assurance, Risk Assessment, Key Account Management, Change Management, Process Improvement, Information Security..., Access Control..., Customer Satisfaction, Business Analysis, Information Security..., Access, RBAC, IT Operations, Mutual Funds, CISSP, Security Policy, User Acceptance Testing, Management, Linux, ITIL, Technical Documentation, User Experience, Configuration Management, Customer Service, Business Process..., Usability Testing, Regression Testing, Role Mapping, CMDB, IT Risk Management, Software Implementation, Insurance, Trading Operations, Data Privacy, Project Coordination
Education
State University of New York Institute of Technology at Utica/Rome
BPS, Human Services
Queensborough Community College
AA, Liberal Arts
St. Agnes Academic High School
diploma
Lorraine Gaffigan's CitiStreet Experience September 2006 - September 2007
Job Sr. Account Consultant at MetLife
Industry Financial Services
Experience
MetLife October 2007 - Present
CitiStreet September 2006 - September 2007
CitiStreet September 2006 - September 2007
CitiStreet September 2003 - September 2006
CitiStreet September 1997 - September 2003
Surety Association of America September 1992 - September 1997
Skills
Relationship Management, Fixed Annuities, Life Insurance, Insurance, Employee Benefits
Education
Rowan University 1988 — 1992
BA, Mathematics
MetLife October 2007 - Present
CitiStreet September 2006 - September 2007
CitiStreet September 2006 - September 2007
CitiStreet September 2003 - September 2006
CitiStreet September 1997 - September 2003
Surety Association of America September 1992 - September 1997
Skills
Relationship Management, Fixed Annuities, Life Insurance, Insurance, Employee Benefits
Education
Rowan University 1988 — 1992
BA, Mathematics
Peter Yalch's CitiStreet Experience March 2005 - April 2007
Job Financial Services Professional
Industry Financial Services
Experience
ING April 2007 - September 2008
CitiStreet March 2005 - April 2007
CitiStreet May 2001 - March 2005
CitiStreet October 2000 - May 2001
Prudential Financial November 1999 - October 2000
Prudential Financial August 1997 - November 1999
Prudential Financial September 1995 - August 1997
Prudential Financial May 1987 - September 1995
Skills
Retirement Planning, Employee Benefits
Education
Monmouth University 1996 — 2000
MBA, Finance
Monmouth University 1993 — 1996
BS, Business Administration
ING April 2007 - September 2008
CitiStreet March 2005 - April 2007
CitiStreet May 2001 - March 2005
CitiStreet October 2000 - May 2001
Prudential Financial November 1999 - October 2000
Prudential Financial August 1997 - November 1999
Prudential Financial September 1995 - August 1997
Prudential Financial May 1987 - September 1995
Skills
Retirement Planning, Employee Benefits
Education
Monmouth University 1996 — 2000
MBA, Finance
Monmouth University 1993 — 1996
BS, Business Administration
Danny Groza's CitiStreet Experience September 2003 - May 2007
Job Senior Retirement Plan Sales Associate at ING
Industry Financial Services
Experience
ING May 2007 - Present
CitiStreet September 2003 - May 2007
Education
Middlesex County College 2000 — 2003
Associates, Business Management
ING May 2007 - Present
CitiStreet September 2003 - May 2007
Education
Middlesex County College 2000 — 2003
Associates, Business Management
Diana Avery's CitiStreet Experience 1999 - 2005
Job CFP® Financial Advisor at VALIC Financial Advisors
Industry Financial Services
Experience
Valic Financial Advisors July 2005 - Present
Citistreet 1999 - 2005
Skills
Retirement Planning, Strategic Financial..., Investment Strategies, Mutual Funds, Retirement, Investment Management, Investments, Asset Allocation, Fixed Annuities, Wealth Management, Series 7, Series 63, Financial Advisory, 401k
Education
Oglethorpe University 2010 — 2012
CFP Certicate, Financial Planning and Services
Virginia Union University
Bachelor of Business Administration (BBA), Business Administration
Valic Financial Advisors July 2005 - Present
Citistreet 1999 - 2005
Skills
Retirement Planning, Strategic Financial..., Investment Strategies, Mutual Funds, Retirement, Investment Management, Investments, Asset Allocation, Fixed Annuities, Wealth Management, Series 7, Series 63, Financial Advisory, 401k
Education
Oglethorpe University 2010 — 2012
CFP Certicate, Financial Planning and Services
Virginia Union University
Bachelor of Business Administration (BBA), Business Administration
Mark Strasnick's CitiStreet Experience June 2007 - August 2007
Job Owner and Manager at Apex Velo
Industry Retail
Experience
Apex Velo October 2014 - Present
Equinox January 2014 - Present
Belmont Wheelworks March 2014 - October 2014
Sids Bikes March 2013 - September 2013
Ann Inc August 2012 - December 2012
Ross Stores July 2011 - March 2012
Ross Stores September 2010 - July 2011
Ross Stores January 2009 - September 2010
Ross Stores November 2008 - January 2009
CitiStreet June 2007 - August 2007
Skills
Management, Forecasting, Sales, Merchandising, PowerPoint, Retail, Spinning, Cycling
Education
Lehigh University 2004 — 2008
BS, Supply Chain Management
Apex Velo October 2014 - Present
Equinox January 2014 - Present
Belmont Wheelworks March 2014 - October 2014
Sids Bikes March 2013 - September 2013
Ann Inc August 2012 - December 2012
Ross Stores July 2011 - March 2012
Ross Stores September 2010 - July 2011
Ross Stores January 2009 - September 2010
Ross Stores November 2008 - January 2009
CitiStreet June 2007 - August 2007
Skills
Management, Forecasting, Sales, Merchandising, PowerPoint, Retail, Spinning, Cycling
Education
Lehigh University 2004 — 2008
BS, Supply Chain Management
Victor DeWitt's CitiStreet Experience 2002 - 2005
Job Assistant Director at SDCERA
Industry Government Administration
Experience
SDCERA September 2005 - Present
CitiStreet 2002 - 2005
Fidelity Investments 1996 - 2002
Towers Perrin 1992 - 1996
Hewitt Associates 1984 - 1992
Education
Occidental College 1977 — 1981
BA, Economics
SDCERA September 2005 - Present
CitiStreet 2002 - 2005
Fidelity Investments 1996 - 2002
Towers Perrin 1992 - 1996
Hewitt Associates 1984 - 1992
Education
Occidental College 1977 — 1981
BA, Economics
Corey Scheff's CitiStreet Experience January 2006 - August 2007
Job Reconciliation Specialist at ING
Industry Financial Services
Experience
ING August 2007 - February 2009
CitiStreet January 2006 - August 2007
CitiStreet February 2005 - January 2006
Remi Capital November 2003 - February 2005
Staten Island Bank D/B/A Ivy Mortgage October 2002 - November 2003
Cortray Distributors January 1999 - October 2002
Brasseler USA January 1996 - December 1998
Education
Middlesex County College
University of Hartford
ING August 2007 - February 2009
CitiStreet January 2006 - August 2007
CitiStreet February 2005 - January 2006
Remi Capital November 2003 - February 2005
Staten Island Bank D/B/A Ivy Mortgage October 2002 - November 2003
Cortray Distributors January 1999 - October 2002
Brasseler USA January 1996 - December 1998
Education
Middlesex County College
University of Hartford
Anne H Dunn's CitiStreet Experience January 2000 - September 2001
Job Director at College Planning Professionals of the Carolinas
Industry Financial Services
Experience
College Planning Professionals of the Carolinas June 2014 - Present
Central Piedmont Community College July 2009 - Present
NC Dept of Commerce, Div of Workforce Solutions October 2009 - August 2013
TIAA-CREF April 2005 - January 2009
C.E.O. Inc December 2004 - February 2005
Charlotte Mecklenburg Schools August 2004 - November 2004
Sterling Capital Management September 2001 - April 2004
CitiStreet January 2000 - September 2001
Wachovia Securities Financial Network May 1998 - December 2000
WACHOVIA SECURITIES, INC January 1998 - January 2000
Skills
Investments, Customer Relations, Research, Financial Services, Public Speaking, Process Improvement, Data Analysis, Training, Coaching, Customer Service, Career Counseling, Workshop Facilitation, Career Development, Insurance, Instructional Design, Adult Education, E-Learning, Interviews, Human Resources, Teaching, Leadership, Higher Education
Education
State University of New York at Stony Brook 1976 — 1979
BA, English
Nassau Community College 1971 — 1973
AA, Liberal Arts
Central Piedmont Community College
College Planning Professionals of the Carolinas June 2014 - Present
Central Piedmont Community College July 2009 - Present
NC Dept of Commerce, Div of Workforce Solutions October 2009 - August 2013
TIAA-CREF April 2005 - January 2009
C.E.O. Inc December 2004 - February 2005
Charlotte Mecklenburg Schools August 2004 - November 2004
Sterling Capital Management September 2001 - April 2004
CitiStreet January 2000 - September 2001
Wachovia Securities Financial Network May 1998 - December 2000
WACHOVIA SECURITIES, INC January 1998 - January 2000
Skills
Investments, Customer Relations, Research, Financial Services, Public Speaking, Process Improvement, Data Analysis, Training, Coaching, Customer Service, Career Counseling, Workshop Facilitation, Career Development, Insurance, Instructional Design, Adult Education, E-Learning, Interviews, Human Resources, Teaching, Leadership, Higher Education
Education
State University of New York at Stony Brook 1976 — 1979
BA, English
Nassau Community College 1971 — 1973
AA, Liberal Arts
Central Piedmont Community College
Alexander Vancisin's CitiStreet Experience January 2003 - July 2008
Job Financial Analyst, AVP at State Street
Industry Financial Services
Experience
State Street September 2009 - Present
State Street 2009 - 2015
Beacon Partners 2009 - 2009
Beacon Partners 2009 - 2009
Beacon Partners 2009 - 2009
ING July 2008 - September 2008
CitiStreet January 2003 - July 2008
Skills
Variance Analysis, Financial Planning, Accounting, Pensions, Essbase, Financial Modeling, Financial Analysis, Mutual Funds, Bloomberg, Fixed Income, Equities, Financial Reporting, Forecasting, Corporate Finance, PeopleSoft, General Ledger, Internal Controls, Financial Accounting, Lotus Notes, Investments, Process Improvement, Securities, Retirement, Auditing
Education
Northeastern University 1999 — 2002
BSBA, Finance, Small Business Management
State Street September 2009 - Present
State Street 2009 - 2015
Beacon Partners 2009 - 2009
Beacon Partners 2009 - 2009
Beacon Partners 2009 - 2009
ING July 2008 - September 2008
CitiStreet January 2003 - July 2008
Skills
Variance Analysis, Financial Planning, Accounting, Pensions, Essbase, Financial Modeling, Financial Analysis, Mutual Funds, Bloomberg, Fixed Income, Equities, Financial Reporting, Forecasting, Corporate Finance, PeopleSoft, General Ledger, Internal Controls, Financial Accounting, Lotus Notes, Investments, Process Improvement, Securities, Retirement, Auditing
Education
Northeastern University 1999 — 2002
BSBA, Finance, Small Business Management
Debbie Swan's CitiStreet Experience April 2003 - September 2006
Job Rrestaurant at Willows Bistro, Inc.
Industry Restaurants
Experience
Willows Bistro, Inc. 2008 - Present
MetLife 2005 - 2007
CitiStreet April 2003 - September 2006
Skills
Social Media Marketing, Event Management, Leadership Development, Outlook, Microsoft Office, Sales Management, Email Marketing, Marketing
Education
Jamestown Community College 1981 — 1983
Associate of Arts (A.A.), Fine/Studio Arts, General
Willows Bistro, Inc. 2008 - Present
MetLife 2005 - 2007
CitiStreet April 2003 - September 2006
Skills
Social Media Marketing, Event Management, Leadership Development, Outlook, Microsoft Office, Sales Management, Email Marketing, Marketing
Education
Jamestown Community College 1981 — 1983
Associate of Arts (A.A.), Fine/Studio Arts, General
Vincent D'Angelo's CitiStreet Experience March 1999 - March 2004
Job Head of Creative Services at Voya Financial
Industry Financial Services
Experience
Voya Financial September 2014 - Present
ING November 2009 - Present
ING March 2006 - November 2009
CitiStreet March 1999 - March 2004
Skills
Relationship Management, Mutual Funds, Business Analysis, 401k, Risk Management, Vendor Management, Investments, Marketing Strategy, Process Improvement, Project Management, Marketing Communications, Series 6, Financial Services, Retirement Planning, Banking, Marketing, Retirement, Strategy, Analytics, Direct Marketing, Business Strategy, Competitive Analysis, Pensions, Securities, Portfolio Management, CRM, Series 7, Series 63, Insurance
Education
Pratt Institute 1982 — 1987
BFA, Communications Design
Voya Financial September 2014 - Present
ING November 2009 - Present
ING March 2006 - November 2009
CitiStreet March 1999 - March 2004
Skills
Relationship Management, Mutual Funds, Business Analysis, 401k, Risk Management, Vendor Management, Investments, Marketing Strategy, Process Improvement, Project Management, Marketing Communications, Series 6, Financial Services, Retirement Planning, Banking, Marketing, Retirement, Strategy, Analytics, Direct Marketing, Business Strategy, Competitive Analysis, Pensions, Securities, Portfolio Management, CRM, Series 7, Series 63, Insurance
Education
Pratt Institute 1982 — 1987
BFA, Communications Design
Paul Gaydar's CitiStreet Experience 2002 - 2007
Job Program Manager for significant business parntership
Industry Financial Services
Experience
Voya Financial November 2012 - Present
ING June 2011 - November 2012
ING 2005 - 2011
CitiStreet 2002 - 2007
Skills
Relationship Management, 401k, Pensions, Mutual Funds, Defined Benefit, Financial Services, Negotiation, Operational Streamlining, Business Strategy, Retirement, Leadership, Vendor Management
Education
Suffolk University - Sawyer Business School 1990 — 1992
MBA, Strategic Management
Northwestern University 1981 — 1985
BA, Interdisciplinary History
Voya Financial November 2012 - Present
ING June 2011 - November 2012
ING 2005 - 2011
CitiStreet 2002 - 2007
Skills
Relationship Management, 401k, Pensions, Mutual Funds, Defined Benefit, Financial Services, Negotiation, Operational Streamlining, Business Strategy, Retirement, Leadership, Vendor Management
Education
Suffolk University - Sawyer Business School 1990 — 1992
MBA, Strategic Management
Northwestern University 1981 — 1985
BA, Interdisciplinary History
Shant Rane's CitiStreet Experience July 2006 - November 2009
Job Systems Engineer IT Support
Industry Information Technology and Services
Experience
Voya Financial November 2009 - Present
CitiStreet July 2006 - November 2009
CitiStreet June 2002 - July 2006
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2013
Bachelor of Arts (B.A.), Information Technology and Informatics
Middlesex County College 2008 — 2010
A.S, Business Administration, 3.8
Voya Financial November 2009 - Present
CitiStreet July 2006 - November 2009
CitiStreet June 2002 - July 2006
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2013
Bachelor of Arts (B.A.), Information Technology and Informatics
Middlesex County College 2008 — 2010
A.S, Business Administration, 3.8
Allen Dowling's CitiStreet Experience 2004 - 2007
Job Facilities Specialist at Associated Realty Services
Industry Real Estate
Experience
Associated Realty Services November 2008 - August 2011
The Exhibit Source 2008 - 2009
CitiStreet 2004 - 2007
Siemens Business Services 1997 - 2004
Skills
Leadership, Budgets, Team Building, Business Process, Management, Marketing, Marketing Communications, Operations Management, Process Improvement, Social Media
Education
Northeastern University 2012 — 2014
Masters of Art in Teaching
Northeastern University
BS, Political Science minor in Bus Mgmt
Northeastern University
Masters Degree, Leadership
Associated Realty Services November 2008 - August 2011
The Exhibit Source 2008 - 2009
CitiStreet 2004 - 2007
Siemens Business Services 1997 - 2004
Skills
Leadership, Budgets, Team Building, Business Process, Management, Marketing, Marketing Communications, Operations Management, Process Improvement, Social Media
Education
Northeastern University 2012 — 2014
Masters of Art in Teaching
Northeastern University
BS, Political Science minor in Bus Mgmt
Northeastern University
Masters Degree, Leadership
chris felago's CitiStreet Experience April 2005 - December 2009
Job Regional VP of Retirement Plan Sales
Industry Financial Services
Experience
Voya Financial December 2009 - Present
CitiStreet April 2005 - December 2009
Skills
Defined Benefit, Retirement, Pensions, Sales, Series 63, Mutual Funds, Retirement Planning, Series 7, Financial Advisory, 401k, Financial Services, Retirement Plan..., Series 6
Education
Rider University 1998 — 2000
Bachelor of Science, Marketing
Voya Financial December 2009 - Present
CitiStreet April 2005 - December 2009
Skills
Defined Benefit, Retirement, Pensions, Sales, Series 63, Mutual Funds, Retirement Planning, Series 7, Financial Advisory, 401k, Financial Services, Retirement Plan..., Series 6
Education
Rider University 1998 — 2000
Bachelor of Science, Marketing
Michelle Vezina's CitiStreet Experience March 2003 - May 2005
Job HR Analyst at Arbella Insurance Group
Industry Insurance
Experience
Arbella Insurance Group May 2013 - Present
Arbella Insurance Group May 2005 - May 2013
Citistreet March 2003 - May 2005
Skills
Applicant Tracking..., Recruiting, Process Improvement, Insurance, Onboarding, Talent Acquisition, Human Resources, Employee Relations, Vendor Management, Talent Management, Workers Compensation, Internet Recruiting, Interviews, Management, Customer Service, Employee Benefits, Analysis
Education
New England College of Business and Finance
Bachelor of Business Administration (BBA), Business Management
Arbella Insurance Group May 2013 - Present
Arbella Insurance Group May 2005 - May 2013
Citistreet March 2003 - May 2005
Skills
Applicant Tracking..., Recruiting, Process Improvement, Insurance, Onboarding, Talent Acquisition, Human Resources, Employee Relations, Vendor Management, Talent Management, Workers Compensation, Internet Recruiting, Interviews, Management, Customer Service, Employee Benefits, Analysis
Education
New England College of Business and Finance
Bachelor of Business Administration (BBA), Business Management
Adam Zirulnik's CitiStreet Experience April 2004 - 2006
Job Senior Employee Benefits Administrator
Industry Banking
Experience
BB&T September 2008 - Present
CitiStreet April 2004 - 2006
Skills
Employee Benefits
Education
New Jersey Institute of Technology 1998 — 2002
BS, Business Management
BB&T September 2008 - Present
CitiStreet April 2004 - 2006
Skills
Employee Benefits
Education
New Jersey Institute of Technology 1998 — 2002
BS, Business Management
Patricia Keesling's CitiStreet Experience 2000 - 2009
Job Financial Services Professional
Industry Financial Services
Experience
ING (previously CitiStreet) January 1999 - Present
CitiStreet 2000 - 2009
ING U.S. 1999 - 2009
CitiStreet January 1999 - January 2003
CitiStreet January 1997 - January 1999
MBL Life Assurance Corporation January 1989 - January 1997
Transfer Agency January 1988 - January 1989
Merrill Lynch and Co., Inc January 1987 - January 1989
Skills
Product Management, Series 6, Retirement Planning, 401k, Financial Services, Management, Wealth Management, Mutual Funds, Strategy, Employee Benefits, Vendor Management, Series 63, Relationship Management, Retirement
Education
Montclair State College 1983 — 1987
B.S, Business Administration/Marketing
Montclair State University 1983 — 1987
Bachelor of Science, Business Administration, Marketing
ING (previously CitiStreet) January 1999 - Present
CitiStreet 2000 - 2009
ING U.S. 1999 - 2009
CitiStreet January 1999 - January 2003
CitiStreet January 1997 - January 1999
MBL Life Assurance Corporation January 1989 - January 1997
Transfer Agency January 1988 - January 1989
Merrill Lynch and Co., Inc January 1987 - January 1989
Skills
Product Management, Series 6, Retirement Planning, 401k, Financial Services, Management, Wealth Management, Mutual Funds, Strategy, Employee Benefits, Vendor Management, Series 63, Relationship Management, Retirement
Education
Montclair State College 1983 — 1987
B.S, Business Administration/Marketing
Montclair State University 1983 — 1987
Bachelor of Science, Business Administration, Marketing
Rosemarie McMullin's CitiStreet Experience 2002 - 2008
Job Sr. Software Developer at ING
Industry Investment Management
Experience
ING(formerly Citistreet) 2007 - 2014
Citistreet 2002 - 2008
Mellon/Buck Consultants September 1995 - January 2001
Skills
COBOL, Requirements Analysis, Mainframe, DB2, Unix, CICS, Linux, Systems Analysis, JCL, SDLC, Visio, SQL, Databases, Business Requirements, Requirements Gathering, XML, HTML 5
Education
Chubb Institute 1993 — 1995
Computer Programming
Monmouth University 1984 — 1986
BSN, Nursing
Middlesex County College 1971 — 1973
AAS, Nursing
ING(formerly Citistreet) 2007 - 2014
Citistreet 2002 - 2008
Mellon/Buck Consultants September 1995 - January 2001
Skills
COBOL, Requirements Analysis, Mainframe, DB2, Unix, CICS, Linux, Systems Analysis, JCL, SDLC, Visio, SQL, Databases, Business Requirements, Requirements Gathering, XML, HTML 5
Education
Chubb Institute 1993 — 1995
Computer Programming
Monmouth University 1984 — 1986
BSN, Nursing
Middlesex County College 1971 — 1973
AAS, Nursing
Eileen Cotter's CitiStreet Experience 2003 - 2008
Job Financial Analyst at State Street
Industry Financial Services
Experience
State Street Corporation March 2012 - Present
State Street October 2010 - March 2012
ING Institutional Plan Services (Formerly CitiStreet) June 2008 - October 2009
CitiStreet 2003 - 2008
CitiStreet 2000 - 2003
State Street April 1979 - March 2000
Skills
Financial Analysis, Finance, Financial Services, Management, Financial Modeling, Financial Reporting, Mutual Funds, Pricing, Corporate Finance, Essbase, Forecasting, Variance Analysis, Microsoft Excel, PeopleSoft, Budgets, Longview, PowerPoint
Education
University of Phoenix 2003 — 2005
BS B/M, Business Management
Northeastern University
State Street Corporation March 2012 - Present
State Street October 2010 - March 2012
ING Institutional Plan Services (Formerly CitiStreet) June 2008 - October 2009
CitiStreet 2003 - 2008
CitiStreet 2000 - 2003
State Street April 1979 - March 2000
Skills
Financial Analysis, Finance, Financial Services, Management, Financial Modeling, Financial Reporting, Mutual Funds, Pricing, Corporate Finance, Essbase, Forecasting, Variance Analysis, Microsoft Excel, PeopleSoft, Budgets, Longview, PowerPoint
Education
University of Phoenix 2003 — 2005
BS B/M, Business Management
Northeastern University
Hung La's CitiStreet Experience 2000 - 2001
Job Consulting @ TIAACREF
Industry Financial Services
Experience
ICMA-RC April 2013 - January 2014
TIAA-CREF October 2005 - February 2013
Morgan Stanley July 2004 - July 2005
Merrill Lynch 1996 - 2005
REF Computer Corp. September 1996 - July 2004
Mellon HR Solutions 2003 - 2004
CitiStreet 2000 - 2001
American Managements Systems Inc. (AMS) March 1988 - November 1996
Equitable 1991 - 1996
Skills
COBOL, JCL, CICS, DB2, SDLC, Mainframe, Software Development, OmniPlus, Requirements Analysis, IMS DB/DC, Systems Analysis, Requirements Gathering, Oracle, Business Requirements, Data Warehousing, Software Project..., Financial Services, User Acceptance Testing, Business Analysis, Quality Center, OmniScript, VSAM, WebSphere MQ, Data Modeling, Enterprise Architecture, OmniPlan, TSO, Visio, SOA, SQL, IMS, Oracle SQL Developer
Education
New Jersey Institute of Technology 1998 — 2000
M.S., Computer Science
Millersville University of Pennsylvania 1983 — 1987
B.S., Computer Science
ICMA-RC April 2013 - January 2014
TIAA-CREF October 2005 - February 2013
Morgan Stanley July 2004 - July 2005
Merrill Lynch 1996 - 2005
REF Computer Corp. September 1996 - July 2004
Mellon HR Solutions 2003 - 2004
CitiStreet 2000 - 2001
American Managements Systems Inc. (AMS) March 1988 - November 1996
Equitable 1991 - 1996
Skills
COBOL, JCL, CICS, DB2, SDLC, Mainframe, Software Development, OmniPlus, Requirements Analysis, IMS DB/DC, Systems Analysis, Requirements Gathering, Oracle, Business Requirements, Data Warehousing, Software Project..., Financial Services, User Acceptance Testing, Business Analysis, Quality Center, OmniScript, VSAM, WebSphere MQ, Data Modeling, Enterprise Architecture, OmniPlan, TSO, Visio, SOA, SQL, IMS, Oracle SQL Developer
Education
New Jersey Institute of Technology 1998 — 2000
M.S., Computer Science
Millersville University of Pennsylvania 1983 — 1987
B.S., Computer Science
Kerstin Flynn's CitiStreet Experience 2006 - 2008
Job Campus Operations Manager at Johns Hopkins University Carey Business School
Industry Education Management
Experience
Johns Hopkins University Carey Business School April 2011 - Present
Johns Hopkins University Carey Business School May 2008 - May 2011
CitiStreet 2006 - 2008
Skills
Student Affairs, Higher Education, Program Development, Career Counseling, Resume Writing
Education
Webster University 2007 — 2009
M.A., Human Resource Management
Michigan State University 2001 — 2005
B.A., Communication
Johns Hopkins University Carey Business School April 2011 - Present
Johns Hopkins University Carey Business School May 2008 - May 2011
CitiStreet 2006 - 2008
Skills
Student Affairs, Higher Education, Program Development, Career Counseling, Resume Writing
Education
Webster University 2007 — 2009
M.A., Human Resource Management
Michigan State University 2001 — 2005
B.A., Communication
Chad Patton's CitiStreet Experience July 1995 - December 1998
Job Advancement & Support Services Director at Clovis Christian Schools
Industry Real Estate
Experience
Clovis Christian Schools August 2012 - Present
Equity Management Agency August 2010 - September 2011
Hytek Fuels June 2008 - May 2010
MetLife Resources/Citistreet December 1998 - May 2007
CitiStreet July 1995 - December 1998
Citisteet August 1993 - July 1995
State of New Mexico Department of Health April 1991 - August 1993
Skills
Budgets, Management, Strategic Planning, Employee Benefits, Operations Management, Public Speaking
Education
New Mexico State University 1985 — 1991
BA, Double Major Finance and Real Estate
Melrose High School 1982 — 1985
Clovis Christian Schools August 2012 - Present
Equity Management Agency August 2010 - September 2011
Hytek Fuels June 2008 - May 2010
MetLife Resources/Citistreet December 1998 - May 2007
CitiStreet July 1995 - December 1998
Citisteet August 1993 - July 1995
State of New Mexico Department of Health April 1991 - August 1993
Skills
Budgets, Management, Strategic Planning, Employee Benefits, Operations Management, Public Speaking
Education
New Mexico State University 1985 — 1991
BA, Double Major Finance and Real Estate
Melrose High School 1982 — 1985
Jan Nilsen's CitiStreet Experience 1994 - 2005
Job at VALIC
Industry Financial Services
Experience
VALIC September 2006 - Present
CitiStreet 1994 - 2005
CitiStreet 1994 - 2005
Skills
Mutual Funds, Retirement Planning, Investments, Financial Services, Financial Advisory, Financial Planning, Asset Allocation, Life Insurance, Estate Planning, Retirement
Education
Long Island University, C.W. Post Campus 1985 — 1989
Xaverian High School
VALIC September 2006 - Present
CitiStreet 1994 - 2005
CitiStreet 1994 - 2005
Skills
Mutual Funds, Retirement Planning, Investments, Financial Services, Financial Advisory, Financial Planning, Asset Allocation, Life Insurance, Estate Planning, Retirement
Education
Long Island University, C.W. Post Campus 1985 — 1989
Xaverian High School
Roger Reyes's CitiStreet Experience 2005 - 2008
Job Experienced Business Analyst with strong analytical, communications and documentation skills.
Industry Information Technology and Services
Experience
Apex Systems, Inc. September 2011 - December 2013
ING 2008 - 2010
CitiStreet 2005 - 2008
CitiStreet 2003 - 2004
CitiStreet 1993 - 2002
Skills
Quality Assurance, SDLC, Testing, Analysis, Requirements Analysis, SharePoint, SQL, Test Planning
Education
New York University
MA, Philosophy
Queens College
BS, Mathematics
Apex Systems, Inc. September 2011 - December 2013
ING 2008 - 2010
CitiStreet 2005 - 2008
CitiStreet 2003 - 2004
CitiStreet 1993 - 2002
Skills
Quality Assurance, SDLC, Testing, Analysis, Requirements Analysis, SharePoint, SQL, Test Planning
Education
New York University
MA, Philosophy
Queens College
BS, Mathematics
Ken Jankowski's CitiStreet Experience January 2007 - August 2008
Job IT/QA/Business Systems Analyst
Industry Information Technology and Services
Experience
Voya Financial June 2015 - Present
Gate Petroleum Company September 2014 - November 2014
Self Employed June 2013 - September 2014
TEKsystems November 2012 - April 2013
ettain group April 2011 - April 2012
Robert Half Technology October 2010 - December 2010
ING - Voya Financial August 2008 - April 2010
CitiStreet January 2007 - August 2008
Internal Revenue Service July 2006 - January 2007
Walgreens August 2005 - March 2006
Skills
Unix, DB2, Mainframe, COBOL, JCL, SQL, Quality Assurance, Legal Compliance, Programming, Manual Testing, Integration Testing, Regression Testing, User Acceptance Testing, Software Documentation, SharePoint, Test Planning, Business Analysis, SDLC
Education
New Jersey City University 1984 — 1988
B.S., Computer Science
Marist High School 1980 — 1984
H.S., College Prep
Voya Financial June 2015 - Present
Gate Petroleum Company September 2014 - November 2014
Self Employed June 2013 - September 2014
TEKsystems November 2012 - April 2013
ettain group April 2011 - April 2012
Robert Half Technology October 2010 - December 2010
ING - Voya Financial August 2008 - April 2010
CitiStreet January 2007 - August 2008
Internal Revenue Service July 2006 - January 2007
Walgreens August 2005 - March 2006
Skills
Unix, DB2, Mainframe, COBOL, JCL, SQL, Quality Assurance, Legal Compliance, Programming, Manual Testing, Integration Testing, Regression Testing, User Acceptance Testing, Software Documentation, SharePoint, Test Planning, Business Analysis, SDLC
Education
New Jersey City University 1984 — 1988
B.S., Computer Science
Marist High School 1980 — 1984
H.S., College Prep
matt suver's CitiStreet Experience October 2007 - January 2008
Job VP, Client Executive at Citi
Industry Financial Services
Experience
Citi January 2008 - Present
CitiStreet October 2007 - January 2008
CitiStreet December 2005 - October 2007
CitiStreet March 2004 - December 2005
Bank One (Chase) December 2003 - March 2004
American Express (Ameriprise) July 2002 - September 2003
Skills
Series 7, Relationship Management, Financial Services, Mutual Funds, Hedge Funds, Alternative Investments, Investments, Finance, Securities, Banking
Education
Ohio University 2005 — 2006
Master of Arts, Financial Economics
Ohio University 1997 — 2002
B.B.A., Finance
Citi January 2008 - Present
CitiStreet October 2007 - January 2008
CitiStreet December 2005 - October 2007
CitiStreet March 2004 - December 2005
Bank One (Chase) December 2003 - March 2004
American Express (Ameriprise) July 2002 - September 2003
Skills
Series 7, Relationship Management, Financial Services, Mutual Funds, Hedge Funds, Alternative Investments, Investments, Finance, Securities, Banking
Education
Ohio University 2005 — 2006
Master of Arts, Financial Economics
Ohio University 1997 — 2002
B.B.A., Finance
Douglas Garrison's CitiStreet Experience November 2001 - June 2007
Job Fund Operations Consultant at ING
Industry Financial Services
Experience
ING (formerly CitiStreet Retirement Services) October 2000 - Present
CitiStreet November 2001 - June 2007
Education
Middlesex Community College
ING (formerly CitiStreet Retirement Services) October 2000 - Present
CitiStreet November 2001 - June 2007
Education
Middlesex Community College
Glenn Quizon's CitiStreet Experience 2004 - 2007
Job Business Systems Analyst at ING
Industry Financial Services
Experience
ING 2008 - Present
CitiStreet 2004 - 2007
CitiStreet 1999 - 2003
State Street 1998 - 1999
State Street 1992 - 1997
Education
Northeastern University 1985 — 1990
BS, Business
ING 2008 - Present
CitiStreet 2004 - 2007
CitiStreet 1999 - 2003
State Street 1998 - 1999
State Street 1992 - 1997
Education
Northeastern University 1985 — 1990
BS, Business
Richard Kole's CitiStreet Experience January 2000 - June 2008
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Fidelity Investments February 2015 - Present
DST Systems January 2012 - September 2014
ING July 2008 - January 2011
CitiStreet January 2000 - June 2008
State Street August 1998 - December 2000
Thomson & Thomson January 1996 - July 1998
houghton mifflin February 1994 - December 1996
Skills
Software Development, Software Engineering, Software Design, Software Project..., Unix Shell Scripting, Unix, Linux, Embedded SQL, C, JavaScript, Java, Java software..., Oracle, DB2, Sybase, Informix, SQL, J2EE, IVR, Crystal Reports, AIX, ClearCase, ClearQuest, Pearl, Awk, Open Source, Open Source Development, MS Project, Project Planning, SDLC, Team Building, Change Management, Databases, JBoss, JDBC, ODBC, Microsoft Office, PowerPoint, Telecommunications, Team Management, Java Enterprise Edition
Education
Northeastern University 1987 — 1991
BSEE, Software Engineering
Fidelity Investments February 2015 - Present
DST Systems January 2012 - September 2014
ING July 2008 - January 2011
CitiStreet January 2000 - June 2008
State Street August 1998 - December 2000
Thomson & Thomson January 1996 - July 1998
houghton mifflin February 1994 - December 1996
Skills
Software Development, Software Engineering, Software Design, Software Project..., Unix Shell Scripting, Unix, Linux, Embedded SQL, C, JavaScript, Java, Java software..., Oracle, DB2, Sybase, Informix, SQL, J2EE, IVR, Crystal Reports, AIX, ClearCase, ClearQuest, Pearl, Awk, Open Source, Open Source Development, MS Project, Project Planning, SDLC, Team Building, Change Management, Databases, JBoss, JDBC, ODBC, Microsoft Office, PowerPoint, Telecommunications, Team Management, Java Enterprise Edition
Education
Northeastern University 1987 — 1991
BSEE, Software Engineering
Rhonda Sarli's CitiStreet Experience July 2001 - January 2008
Job HR Business Partner at City of Jacksonville
Industry Government Administration
Experience
City of Jacksonville January 2008 - Present
CitiStreet July 2001 - January 2008
Arms Trucking Company March 1999 - May 2001
United States Air Force April 1986 - July 1989
Skills
Policy, Employee Relations, HR Policies, Payroll, Organizational..., Human Resources, Performance Management, HRIS, Deferred Compensation, Succession Planning, FMLA, Employee Engagement, Employee Benefits, Employment Law, Leadership Development, Job Descriptions, Interviews, Recruiting, Onboarding, Applicant Tracking..., Talent Management, Job Analysis, Training, Workshop Facilitation, Labor Relations, HR Consulting, Workforce Planning, Coaching, Talent Acquisition, Assessment Center, Organizational..., Employee Training
Education
Keller Graduate School of Management of DeVry University 2011 — 2013
Master's Degree, Human Resources Management, 3.98
Kent State University 1991 — 2000
Bachelor Degree, Business Administration
City of Jacksonville January 2008 - Present
CitiStreet July 2001 - January 2008
Arms Trucking Company March 1999 - May 2001
United States Air Force April 1986 - July 1989
Skills
Policy, Employee Relations, HR Policies, Payroll, Organizational..., Human Resources, Performance Management, HRIS, Deferred Compensation, Succession Planning, FMLA, Employee Engagement, Employee Benefits, Employment Law, Leadership Development, Job Descriptions, Interviews, Recruiting, Onboarding, Applicant Tracking..., Talent Management, Job Analysis, Training, Workshop Facilitation, Labor Relations, HR Consulting, Workforce Planning, Coaching, Talent Acquisition, Assessment Center, Organizational..., Employee Training
Education
Keller Graduate School of Management of DeVry University 2011 — 2013
Master's Degree, Human Resources Management, 3.98
Kent State University 1991 — 2000
Bachelor Degree, Business Administration
Ellen Narayan's CitiStreet Experience May 2003 - June 2005
Job Realtor at Kooiman Realty, LLC
Industry Insurance
Experience
State Farm August 2013 - Present
American Family Insurance August 2012 - August 2013
Kooiman Realty, LLC January 2010 - May 2012
JPMorgan Chase June 2009 - February 2010
CitiStreet May 2003 - June 2005
Education
Keller Graduate School of Management of DeVry University
Accounting
University of Hawaii at Manoa
Bachelor of Science
State Farm August 2013 - Present
American Family Insurance August 2012 - August 2013
Kooiman Realty, LLC January 2010 - May 2012
JPMorgan Chase June 2009 - February 2010
CitiStreet May 2003 - June 2005
Education
Keller Graduate School of Management of DeVry University
Accounting
University of Hawaii at Manoa
Bachelor of Science
Haiying Yan's CitiStreet Experience July 2000 - January 2008
Job Computer Professional
Industry Banking
Experience
ING 2008 - 2011
Citistreet July 2000 - January 2008
The Copeland Companies September 1994 - July 2000
Skills
Java, J2EE, Struts, JSP, JavaScript
Education
Ohio University
MS, Computer Science
Wuhan University
BS, Computer Science
ING 2008 - 2011
Citistreet July 2000 - January 2008
The Copeland Companies September 1994 - July 2000
Skills
Java, J2EE, Struts, JSP, JavaScript
Education
Ohio University
MS, Computer Science
Wuhan University
BS, Computer Science
Donna Farley's CitiStreet Experience September 1998 - June 2007
Job Banking Professional
Industry Banking
Experience
ING June 2007 - October 2008
CitiStreet September 1998 - June 2007
Education
Thomas Edison State College 1996 — 1998
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Middlesex County College 1994 — 1996
Associate's degree, Marketing
ING June 2007 - October 2008
CitiStreet September 1998 - June 2007
Education
Thomas Edison State College 1996 — 1998
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Middlesex County College 1994 — 1996
Associate's degree, Marketing
Darwin Maple's CitiStreet Experience May 2000 - September 2006
Job Business Analyst at TIAACREF
Industry Financial Services
Experience
TIAA-CREF January 2011 - Present
Enterprise Iron Financial Industry Solutions, Inc. October 2006 - December 2009
CitiStreet May 2000 - September 2006
Education
New Jersey City University 1985 — 1989
Bachelor of Science, Finance, General
TIAA-CREF January 2011 - Present
Enterprise Iron Financial Industry Solutions, Inc. October 2006 - December 2009
CitiStreet May 2000 - September 2006
Education
New Jersey City University 1985 — 1989
Bachelor of Science, Finance, General
Aileen Tracey Railey's CitiStreet Experience August 2000 - May 2005
Job home maker
Industry Individual & Family Services
Experience
Mom May 2005 - Present
CitiStreet August 2000 - May 2005
Fidelity Investments August 1999 - February 2000
Education
Umass Amherst
Northeastern University 1993 — 1994
Mom May 2005 - Present
CitiStreet August 2000 - May 2005
Fidelity Investments August 1999 - February 2000
Education
Umass Amherst
Northeastern University 1993 — 1994
Ellen Culp's CitiStreet Experience January 2002 - December 2005
Job Senior Manager at Covance
Industry Pharmaceuticals
Experience
Covance November 2013 - Present
Covance February 2011 - October 2013
Covance April 2008 - January 2011
Covance January 2006 - March 2008
CitiStreet January 2002 - December 2005
Telcordia Technologies May 2000 - November 2001
Prudential Healthcare June 1997 - March 2000
Skills
Accounting, Financial Analysis, Process Improvement, Staff Management, Data Analysis, Efficiency, General Ledger, Month End Close, Account Reconciliation, Forecasting, Budgets, Pricing, Financial Reporting, Microsoft Office, Training, PeopleSoft
Education
Rutgers, The State University of New Jersey - Rutgers Business School 1993 — 1997
Bachelor's Degree, Finance
Covance November 2013 - Present
Covance February 2011 - October 2013
Covance April 2008 - January 2011
Covance January 2006 - March 2008
CitiStreet January 2002 - December 2005
Telcordia Technologies May 2000 - November 2001
Prudential Healthcare June 1997 - March 2000
Skills
Accounting, Financial Analysis, Process Improvement, Staff Management, Data Analysis, Efficiency, General Ledger, Month End Close, Account Reconciliation, Forecasting, Budgets, Pricing, Financial Reporting, Microsoft Office, Training, PeopleSoft
Education
Rutgers, The State University of New Jersey - Rutgers Business School 1993 — 1997
Bachelor's Degree, Finance
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY