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.
CitiStreet Salaries. You can even request information on how much does CitiStreet pay if you want to. Learn about salaries, pros and cons of working for CitiStreet directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
716 CitiStreet employees in database. Find out everything there's to know about CitiStreet employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
CitiStreet Employees
Employee
Years
Job
Industry
David Johnson- CLU®, ChFC® David Johnson- CLU®, ChFC®'s CitiStreet Experience March 2003 - December 2005
Job Workplace Sales Director at MetLife
Industry Financial Services
Experience
MetLife January 2014 - Present
Principal Financial Group May 2013 - January 2014
Principal Financial Group July 2010 - May 2013
F.R. Owen & Associates, a US Retirement Partners company September 2009 - July 2010
MetLife Resources January 2006 - September 2009
CitiStreet March 2003 - December 2005
CitiStreet June 2000 - March 2003
Prudential Financial 1996 - 1998
Education
The American College 2007 — 2011
CLU & ChFC, Life Insurance & Financial Planning
The College of New Jersey 1990 — 1994
B.S., Economics
MetLife January 2014 - Present
Principal Financial Group May 2013 - January 2014
Principal Financial Group July 2010 - May 2013
F.R. Owen & Associates, a US Retirement Partners company September 2009 - July 2010
MetLife Resources January 2006 - September 2009
CitiStreet March 2003 - December 2005
CitiStreet June 2000 - March 2003
Prudential Financial 1996 - 1998
Education
The American College 2007 — 2011
CLU & ChFC, Life Insurance & Financial Planning
The College of New Jersey 1990 — 1994
B.S., Economics
Michael Broome Michael Broome's CitiStreet Experience September 1998 - January 2004
Job Sr. Director, Benefits Delivery at Aon Hewitt
Industry Outsourcing/Offshoring
Experience
Aon Hewitt January 2004 - Present
Aon Consulting January 2004 - January 2009
Convergys 2006 - 2007
Citistreet September 1998 - January 2004
Education
University of Central Florida - College of Business Administration 1988 — 1992
Astronaut High School 1984 — 1988
Aon Hewitt January 2004 - Present
Aon Consulting January 2004 - January 2009
Convergys 2006 - 2007
Citistreet September 1998 - January 2004
Education
University of Central Florida - College of Business Administration 1988 — 1992
Astronaut High School 1984 — 1988
Noel LaBennett Noel LaBennett's CitiStreet Experience January 2001 - January 2003
Job Owner, Music N3twork
Industry Entertainment
Experience
Music N3twork January 2010 - Present
Music N3twork January 2010 - Present
ASCENSUS Trading & investments January 2003 - May 2008
CitiStreet January 2001 - January 2003
Skills
Entertainment, Audio Engineering, Music, Production, Film, Television, Business Management, Music Industry, Commercials, Live Events, Music Videos, Music Publishing, A
Education
Rutgers, The State University of New Jersey-New Brunswick 1997 — 2001
Bachelor of Business Administration (BBA)
Music N3twork January 2010 - Present
Music N3twork January 2010 - Present
ASCENSUS Trading & investments January 2003 - May 2008
CitiStreet January 2001 - January 2003
Skills
Entertainment, Audio Engineering, Music, Production, Film, Television, Business Management, Music Industry, Commercials, Live Events, Music Videos, Music Publishing, A
Education
Rutgers, The State University of New Jersey-New Brunswick 1997 — 2001
Bachelor of Business Administration (BBA)
Michael Dainis's CitiStreet Experience June 2002 - May 2007
Job Principal Financial Analyst at EMC
Industry Accounting
Experience
EMC March 2009 - Present
Turbine May 2007 - December 2008
CitiStreet June 2002 - May 2007
MFSC 1991 - 1993
Skills
Accounting, Analysis, Analytics, Business Analysis, Budgets, Business Intelligence, Corporate Finance, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Forecasting, Internal Controls, Leadership, Management, Managerial Finance, Microsoft Excel, Process Improvement, Strategic Financial..., Vendor Management, Strategic Planning, Strategy, Mergers & Acquisitions, Salesforce.com, Revenue Recognition, Project Management, Data Analysis, Variance Analysis, Risk Management, Sarbanes-Oxley Act, Mergers, Team Leadership, Cross-functional Team..., Financial Services
Education
Suffolk University
BSBA - Magna Cum Laude, Finance
Watertown High School
Watertown High School
EMC March 2009 - Present
Turbine May 2007 - December 2008
CitiStreet June 2002 - May 2007
MFSC 1991 - 1993
Skills
Accounting, Analysis, Analytics, Business Analysis, Budgets, Business Intelligence, Corporate Finance, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Forecasting, Internal Controls, Leadership, Management, Managerial Finance, Microsoft Excel, Process Improvement, Strategic Financial..., Vendor Management, Strategic Planning, Strategy, Mergers & Acquisitions, Salesforce.com, Revenue Recognition, Project Management, Data Analysis, Variance Analysis, Risk Management, Sarbanes-Oxley Act, Mergers, Team Leadership, Cross-functional Team..., Financial Services
Education
Suffolk University
BSBA - Magna Cum Laude, Finance
Watertown High School
Watertown High School
Maggie Jain Maggie Jain's CitiStreet Experience 2004 - 2008
Job Senior IT Project Manager
Industry Information Technology and Services
Experience
ING 2008 - Present
CitiStreet 2004 - 2008
AMS 1996 - 2004
AXA Financial 1997 - 2002
Skills
Project Delivery, Complexity Management, Customer Satisfaction, Requirements Management, Software Design, Full SDLC, Problem Solving, Visionary Thinking, SnagIt, Database Design, User Interface Design, Usability, User-centered Design, Microsoft Office, Microsoft SQL Server, Technical Subject Matter, Visio, Requirements Analysis, SDLC, Business Analysis, Project Management, Software Project..., Requirements Gathering, Vendor Management, Business Process..., Business Requirements, IT Strategy, Management, Process Improvement
Education
Rutgers, The State University of New Jersey-Newark
MBA, Finance
ING 2008 - Present
CitiStreet 2004 - 2008
AMS 1996 - 2004
AXA Financial 1997 - 2002
Skills
Project Delivery, Complexity Management, Customer Satisfaction, Requirements Management, Software Design, Full SDLC, Problem Solving, Visionary Thinking, SnagIt, Database Design, User Interface Design, Usability, User-centered Design, Microsoft Office, Microsoft SQL Server, Technical Subject Matter, Visio, Requirements Analysis, SDLC, Business Analysis, Project Management, Software Project..., Requirements Gathering, Vendor Management, Business Process..., Business Requirements, IT Strategy, Management, Process Improvement
Education
Rutgers, The State University of New Jersey-Newark
MBA, Finance
Denise Reed Denise Reed's CitiStreet Experience 2000 - 2006
Job Senior Partner at Strategic Financial Group, LLC
Industry Financial Services
Experience
Strategic Financial Group, LLC November 2007 - Present
Strategic Financial Group October 2007 - Present
MetLife Resources 2006 - 2007
St. Louis Children's Hospital 2003 - 2007
Barnes-Jewish Hospital 1996 - 2007
St. Louis Children's Hospital 1996 - 2007
citistreet 2000 - 2006
AAL 1994 - 1996
AAL 1994 - 1996
Education
University of Missouri-Columbia 1991 — 1994
Master, Public Administration
Southeast Missouri State University 1978 — 1982
Bachelor of Science, Social Work and Criminal Justice
Strategic Financial Group, LLC November 2007 - Present
Strategic Financial Group October 2007 - Present
MetLife Resources 2006 - 2007
St. Louis Children's Hospital 2003 - 2007
Barnes-Jewish Hospital 1996 - 2007
St. Louis Children's Hospital 1996 - 2007
citistreet 2000 - 2006
AAL 1994 - 1996
AAL 1994 - 1996
Education
University of Missouri-Columbia 1991 — 1994
Master, Public Administration
Southeast Missouri State University 1978 — 1982
Bachelor of Science, Social Work and Criminal Justice
Michele D. Lee Michele D. Lee's CitiStreet Experience 2002 - 2008
Job Senor Relationship Manager at Mercer
Industry Entertainment
Experience
Mercer November 2014 - Present
Xerox May 2012 - November 2014
Fox Entertainment Group May 2008 - June 2012
CitiStreet 2002 - 2008
Aon Hewitt June 2001 - July 2002
Unifi June 2000 - May 2001
Towers Watson 1997 - 2000
Skills
Benefits, Defined Benefit, Pensions, Retirement, 401k, Plan Administration, Employee Benefits, Administration, Benefits Administration, ERISA, Mergers, Compliance, Vendor Management, Vendor Relations, Customer Relations, Process Improvement, Employee Relations, Mergers & Acquisitions, Customer Service, CRM, System Administration, Business Process..., Pension Administration, Human Resources, HRIS, Management, Leadership, Defined Contribution, Deferred Compensation, Talent Management, Outsourcing, Strategic Partnerships, Budgets, Consulting, New Business Development, PeopleSoft, Performance Management, BPO, Strategy, Account Management, Contract Negotiation
Education
Santa Monica College
Mercer November 2014 - Present
Xerox May 2012 - November 2014
Fox Entertainment Group May 2008 - June 2012
CitiStreet 2002 - 2008
Aon Hewitt June 2001 - July 2002
Unifi June 2000 - May 2001
Towers Watson 1997 - 2000
Skills
Benefits, Defined Benefit, Pensions, Retirement, 401k, Plan Administration, Employee Benefits, Administration, Benefits Administration, ERISA, Mergers, Compliance, Vendor Management, Vendor Relations, Customer Relations, Process Improvement, Employee Relations, Mergers & Acquisitions, Customer Service, CRM, System Administration, Business Process..., Pension Administration, Human Resources, HRIS, Management, Leadership, Defined Contribution, Deferred Compensation, Talent Management, Outsourcing, Strategic Partnerships, Budgets, Consulting, New Business Development, PeopleSoft, Performance Management, BPO, Strategy, Account Management, Contract Negotiation
Education
Santa Monica College
Romy Mortel, AFC® Romy Mortel, AFC®'s CitiStreet Experience May 2003 - March 2005
Job SFLTAP FINANCIAL COUNSELOR at SercoNA
Industry Financial Services
Experience
Serco-NA October 2012 - Present
Pioneer Services a division of MidCountry Bank March 2006 - June 2012
New England Financial March 2005 - March 2006
CitiStreet May 2003 - March 2005
Prudential Financial August 1994 - May 2003
Mortel Meeting & Planning, INC. April 1995 - January 2003
US Army 1985 - 1994
Skills
Leadership, Team Building, Leadership Development, Management, Program Management, Training, Strategic Planning, Risk Management, Customer Service, Strategy, Operations Management, Financial Services, Team Leadership, Business Development, Finance, Sales, Process Improvement, Budgets, Military, Analysis, Cross-functional Team..., Sales Management, Coaching, Military Experience, Human Resources, Credit, Loans, Business Strategy, Change Management, Microsoft Excel, Banking, Consumer Lending, Nonprofits, Insurance, Customer Satisfaction, Recruiting, Executive Management, Investments, Financial Analysis, Organizational..., Mortgage Lending, Onboarding, Strategic Financial..., Accounting, New Business Development, Retail, Time Management, Account Management, Financial Planning
Education
University of Arizona 1980 — 1984
BA, General Studies
Serco-NA October 2012 - Present
Pioneer Services a division of MidCountry Bank March 2006 - June 2012
New England Financial March 2005 - March 2006
CitiStreet May 2003 - March 2005
Prudential Financial August 1994 - May 2003
Mortel Meeting & Planning, INC. April 1995 - January 2003
US Army 1985 - 1994
Skills
Leadership, Team Building, Leadership Development, Management, Program Management, Training, Strategic Planning, Risk Management, Customer Service, Strategy, Operations Management, Financial Services, Team Leadership, Business Development, Finance, Sales, Process Improvement, Budgets, Military, Analysis, Cross-functional Team..., Sales Management, Coaching, Military Experience, Human Resources, Credit, Loans, Business Strategy, Change Management, Microsoft Excel, Banking, Consumer Lending, Nonprofits, Insurance, Customer Satisfaction, Recruiting, Executive Management, Investments, Financial Analysis, Organizational..., Mortgage Lending, Onboarding, Strategic Financial..., Accounting, New Business Development, Retail, Time Management, Account Management, Financial Planning
Education
University of Arizona 1980 — 1984
BA, General Studies
Frank Leistner's CitiStreet Experience 1996 - 1997
Job Vice President Client Service Executive at Aon Hewitt
Industry Outsourcing/Offshoring
Experience
Aon Hewitt March 2014 - Present
Aon Hewitt July 2013 - February 2014
Aon Hewitt January 2012 - June 2013
Aon Hewitt October 2008 - February 2012
Hewitt Associates July 2007 - October 2008
Hewitt Associates 2002 - 2007
Hewitt Associates 2000 - 2002
Hewitt Associates 1998 - 2000
Hewitt Associates 1997 - 1998
CitiStreet 1996 - 1997
Skills
Change Management, Lean Manufacturing, Leadership, Process Excellence, Lean Transformation, Outsourcing, Toyota Production System, Process Improvement, Vendor Management, Business Process..., Performance Management, Operations Management, Employee Benefits, Offshoring, Call Centers, Benefits Administration, Quality Assurance, BPO, HRO, Business Analysis, Six Sigma, Operational Excellence, Continuous Improvement
Education
Stetson University 1991 — 1996
BS, Finance
Aon Hewitt March 2014 - Present
Aon Hewitt July 2013 - February 2014
Aon Hewitt January 2012 - June 2013
Aon Hewitt October 2008 - February 2012
Hewitt Associates July 2007 - October 2008
Hewitt Associates 2002 - 2007
Hewitt Associates 2000 - 2002
Hewitt Associates 1998 - 2000
Hewitt Associates 1997 - 1998
CitiStreet 1996 - 1997
Skills
Change Management, Lean Manufacturing, Leadership, Process Excellence, Lean Transformation, Outsourcing, Toyota Production System, Process Improvement, Vendor Management, Business Process..., Performance Management, Operations Management, Employee Benefits, Offshoring, Call Centers, Benefits Administration, Quality Assurance, BPO, HRO, Business Analysis, Six Sigma, Operational Excellence, Continuous Improvement
Education
Stetson University 1991 — 1996
BS, Finance
Carolyn Blake, CFP(R), ALMI, ACS, AIRC Carolyn Blake, CFP(R), ALMI, ACS, AIRC's CitiStreet Experience 1998 - 2000
Job Financial Services Compliance Professional | Compliance Consultant
Industry Financial Services
Experience
MassMutual Financial Group 2015 - Present
LL Global / LL Global Services – LIMRA 2008 - 2014
The Phoenix Companies 2006 - 2008
Virtus Investment Partners - Formerly Phoenix Investment Partners December 2000 - January 2006
CitiStreet 1998 - 2000
Skills
FINRA, Mutual Funds, Securities, Auditing, Financial Services, Series 7, Investments, Series 63, Insurance, Asset Management, Securities Regulation, AML, SEC, Relationship Management, Series 24, Compliance Regulations, Broker-Dealer Compliance, Broker-Dealer, Quality Auditing, Compliance Audits, Compliance Training, Compliance, Compliance Oversight, Compliance Consulting, Training, Quality Assurance, Series 65, Anti Money Laundering, Retirement Planning, Leadership, Fixed Annuities, SEC compliance, Regulatory Compliance, Email Review, Wholesaler Audits, Annual Compliance..., Policies and Procedures, Wholesaler Inspections
Education
The University of Connecticut School of Business
Bachelor of Science, Business Administration, Finance
MassMutual Financial Group 2015 - Present
LL Global / LL Global Services – LIMRA 2008 - 2014
The Phoenix Companies 2006 - 2008
Virtus Investment Partners - Formerly Phoenix Investment Partners December 2000 - January 2006
CitiStreet 1998 - 2000
Skills
FINRA, Mutual Funds, Securities, Auditing, Financial Services, Series 7, Investments, Series 63, Insurance, Asset Management, Securities Regulation, AML, SEC, Relationship Management, Series 24, Compliance Regulations, Broker-Dealer Compliance, Broker-Dealer, Quality Auditing, Compliance Audits, Compliance Training, Compliance, Compliance Oversight, Compliance Consulting, Training, Quality Assurance, Series 65, Anti Money Laundering, Retirement Planning, Leadership, Fixed Annuities, SEC compliance, Regulatory Compliance, Email Review, Wholesaler Audits, Annual Compliance..., Policies and Procedures, Wholesaler Inspections
Education
The University of Connecticut School of Business
Bachelor of Science, Business Administration, Finance
Stephen Boudreau Stephen Boudreau's CitiStreet Experience June 2001 - July 2007
Job Retirement Plan Consultant at Marsh McLennan Agency
Industry Investment Management
Experience
Marsh & McLennan Agency January 2013 - Present
Deutsche Asset Management July 2007 - January 2013
DWS Investments July 2007 - January 2013
CitiStreet June 2001 - July 2007
John Hancock May 2000 - May 2001
Putnam Investments May 1994 - May 2000
Putnam May 1994 - May 2000
Skills
Mutual Funds, Retirement, Investments, Defined Benefit, Asset Allocation, Retirement Planning, CRM, Business Planning, Product Management, Defined Contribution, Series 63, Series 7, Recruiting, Sales, Series 6, Asset Managment, Securities, Fixed Income, 401k, Equities, ETFs, Investment Management, Investment Advisory, Asset Management
Education
Bentley College
Certificate, Pension Administration
Stonehill College 1990 — 1994
Bachelor of Arts, International Relations and Affairs
Marsh & McLennan Agency January 2013 - Present
Deutsche Asset Management July 2007 - January 2013
DWS Investments July 2007 - January 2013
CitiStreet June 2001 - July 2007
John Hancock May 2000 - May 2001
Putnam Investments May 1994 - May 2000
Putnam May 1994 - May 2000
Skills
Mutual Funds, Retirement, Investments, Defined Benefit, Asset Allocation, Retirement Planning, CRM, Business Planning, Product Management, Defined Contribution, Series 63, Series 7, Recruiting, Sales, Series 6, Asset Managment, Securities, Fixed Income, 401k, Equities, ETFs, Investment Management, Investment Advisory, Asset Management
Education
Bentley College
Certificate, Pension Administration
Stonehill College 1990 — 1994
Bachelor of Arts, International Relations and Affairs
Wesley Tharp Wesley Tharp's CitiStreet Experience June 2006 - August 2008
Job Renewal Implementation Specialist for Montoya & Associates
Industry Insurance
Experience
Montoya and Associates September 2014 - Present
Fortune Business Solutions August 2008 - June 2011
Fortune Business Solutions August 2008 - June 2011
CitiStreet June 2006 - August 2008
Mayo Clinic May 2005 - June 2006
Skills
Employee Benefits, Human Resources, Payroll, Training, HR Policies, Personnel Management, Analysis, Customer Service, Team Management, Public Speaking, Microsoft Office 2010, Enrollment Management, Organizational...
Education
Tallahassee Community College
Associate Art Degree, Business
Eastern Hills High School 1994 — 1997
Advanced Honors
Montoya and Associates September 2014 - Present
Fortune Business Solutions August 2008 - June 2011
Fortune Business Solutions August 2008 - June 2011
CitiStreet June 2006 - August 2008
Mayo Clinic May 2005 - June 2006
Skills
Employee Benefits, Human Resources, Payroll, Training, HR Policies, Personnel Management, Analysis, Customer Service, Team Management, Public Speaking, Microsoft Office 2010, Enrollment Management, Organizational...
Education
Tallahassee Community College
Associate Art Degree, Business
Eastern Hills High School 1994 — 1997
Advanced Honors
Ross Brown Ross Brown's CitiStreet Experience March 1999 - October 2000
Job Vice President, Business Development Retirement Plan Network at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company August 2015 - Present
Verisight, Inc March 2014 - May 2015
ExpertPlan October 2000 - January 2014
CitiStreet March 1999 - October 2000
Merrill Lynch August 1997 - March 1999
Skills
401k, Retirement, Mutual Funds, Defined Benefit, Pensions, Retirement Plan..., Investments, Profit Sharing, Alternative Investments, Series 6, Retirement Planning
Education
Rutgers, The State University of New Jersey-Camden 2011 — 2013
Master of Business Administration (M.B.A.)
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1997
B.A. Communications
University of Cincinnati
East Brunswick
Pershing, a BNY Mellon company August 2015 - Present
Verisight, Inc March 2014 - May 2015
ExpertPlan October 2000 - January 2014
CitiStreet March 1999 - October 2000
Merrill Lynch August 1997 - March 1999
Skills
401k, Retirement, Mutual Funds, Defined Benefit, Pensions, Retirement Plan..., Investments, Profit Sharing, Alternative Investments, Series 6, Retirement Planning
Education
Rutgers, The State University of New Jersey-Camden 2011 — 2013
Master of Business Administration (M.B.A.)
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1997
B.A. Communications
University of Cincinnati
East Brunswick
Timothy Hall Sr Timothy Hall Sr's CitiStreet Experience 2000 - April 2006
Job Network Marketing Professional at Zija International
Industry Health, Wellness and Fitness
Experience
Zija International December 2012 - Present
Mobile County, Alabama August 2011 - Present
Boy Scouts of America March 2006 - August 2011
CitiStreet 2000 - April 2006
Skills
Public Speaking, Fundraising, Nonprofits, Community Outreach, Event Planning, Customer Service, Research, Microsoft Office, PowerPoint, Public Relations, Microsoft Word, Microsoft Excel, Social Media, Grant Writing, Leadership Development, Leadership, Volunteer Management
Education
Covington Seminary
Doctor of Ministry, Bible/Biblical Studies
Alabama Interdenominational Seminary
Master of Divinity (MDiv)
Tuskegee University
Accounting
Tuskegee Institute High
Zija International December 2012 - Present
Mobile County, Alabama August 2011 - Present
Boy Scouts of America March 2006 - August 2011
CitiStreet 2000 - April 2006
Skills
Public Speaking, Fundraising, Nonprofits, Community Outreach, Event Planning, Customer Service, Research, Microsoft Office, PowerPoint, Public Relations, Microsoft Word, Microsoft Excel, Social Media, Grant Writing, Leadership Development, Leadership, Volunteer Management
Education
Covington Seminary
Doctor of Ministry, Bible/Biblical Studies
Alabama Interdenominational Seminary
Master of Divinity (MDiv)
Tuskegee University
Accounting
Tuskegee Institute High
Buddy Lane Buddy Lane's CitiStreet Experience January 1981 - December 2005
Job Broker/Owner at Asset Management Employee Benefits
Industry Financial Services
Experience
Asset Management Employee Benefits September 2012 - Present
Raymond James Financial Inc. September 2010 - September 2011
Suntrust Investment Services, Inc. January 2006 - August 2010
CitiStreet January 1981 - December 2005
Moulton Lane & Hardin, Inc. June 1988 - August 1999
Skills
Series 7, Wealth Management, Retirement Planning, Mutual Funds, Series 63, Investments, Asset Allocation, Investment Advisory, Retirement, Portfolio Management, Strategic Financial..., Securities, Investment Strategies, Asset Management, Uniform Combined State...
Education
The University of Georgia 1975 — 1979
BFA
Asset Management Employee Benefits September 2012 - Present
Raymond James Financial Inc. September 2010 - September 2011
Suntrust Investment Services, Inc. January 2006 - August 2010
CitiStreet January 1981 - December 2005
Moulton Lane & Hardin, Inc. June 1988 - August 1999
Skills
Series 7, Wealth Management, Retirement Planning, Mutual Funds, Series 63, Investments, Asset Allocation, Investment Advisory, Retirement, Portfolio Management, Strategic Financial..., Securities, Investment Strategies, Asset Management, Uniform Combined State...
Education
The University of Georgia 1975 — 1979
BFA
Lisa Briggins-Tate M.P.H, BSN, RN's CitiStreet Experience June 2007 - July 2008
Job Registered Nurse at Memorial Hospital Jacksonville
Industry Health, Wellness and Fitness
Experience
Memorial Hospital Jacksonville July 2015 - Present
University of North Florida-Student Health Services June 2014 - Present
Florida Department of Health - Duval January 2015 - July 2015
Lakeview Health FL March 2014 - September 2014
Wekiva Springs Center November 2013 - February 2014
Summit Health, Inc. May 2013 - December 2013
University of Florida Jacksonville Healthcare, Inc. March 2013 - April 2013
Duval County Health Department April 2011 - June 2011
ING July 2008 - December 2010
CitiStreet June 2007 - July 2008
Skills
Health, Nursing, Healthcare, Public Health, Research, Wellbeing, Grants, Health Education, Teaching, Nutrition, Psychology, Records, Critical Thinking, Parents, Hospitals, Clinical Research, Analysis, Grant Writing, Program Management, PowerPoint, Microsoft Word, Public Speaking, Data Analysis, Nonprofits, Training, Healthcare Management, Management, Employee Benefits, Curriculum Development, Curriculum Design, Leadership Development, Budgets, Program Development, Policy, Leadership, Higher Education, Workshop Facilitation
Education
University of North Florida 2014 — 2014
BSN, RN-BSN
Florida State College at Jacksonville 2010 — 2012
ADN, Nursing, 4.0 Nursing Courses
University at Albany, SUNY 2003 — 2005
MPH, Social Behavior & Community Health
Cornell University 1999 — 2003
B.S., Human Biology Health & Society
Herbert H. Lehman High School 1995 — 1999
NYS Regents Diploma, Honors
Memorial Hospital Jacksonville July 2015 - Present
University of North Florida-Student Health Services June 2014 - Present
Florida Department of Health - Duval January 2015 - July 2015
Lakeview Health FL March 2014 - September 2014
Wekiva Springs Center November 2013 - February 2014
Summit Health, Inc. May 2013 - December 2013
University of Florida Jacksonville Healthcare, Inc. March 2013 - April 2013
Duval County Health Department April 2011 - June 2011
ING July 2008 - December 2010
CitiStreet June 2007 - July 2008
Skills
Health, Nursing, Healthcare, Public Health, Research, Wellbeing, Grants, Health Education, Teaching, Nutrition, Psychology, Records, Critical Thinking, Parents, Hospitals, Clinical Research, Analysis, Grant Writing, Program Management, PowerPoint, Microsoft Word, Public Speaking, Data Analysis, Nonprofits, Training, Healthcare Management, Management, Employee Benefits, Curriculum Development, Curriculum Design, Leadership Development, Budgets, Program Development, Policy, Leadership, Higher Education, Workshop Facilitation
Education
University of North Florida 2014 — 2014
BSN, RN-BSN
Florida State College at Jacksonville 2010 — 2012
ADN, Nursing, 4.0 Nursing Courses
University at Albany, SUNY 2003 — 2005
MPH, Social Behavior & Community Health
Cornell University 1999 — 2003
B.S., Human Biology Health & Society
Herbert H. Lehman High School 1995 — 1999
NYS Regents Diploma, Honors
Dwyer Patrick Dwyer Patrick's CitiStreet Experience May 2000 - May 2008
Job Lead Security Specialist at Voya Financial
Industry Investment Management
Experience
Voya Financial August 2014 - Present
Voya May 2013 - August 2014
Institutional Investment Services at ING May 2008 - August 2014
CitiStreet May 2000 - May 2008
State Street May 1989 - May 2000
Skills
Business Analysis, Project Management, Business Process..., Process Improvement, Information Security, Requirements Analysis, Microsoft Office, Analysis, Information Security..., SDLC, Training, Change Management, Vendor Management, Security Awareness, Risk Management, SQL, Software Documentation, Microsoft Excel, Business Continuity, IT Management, Visio, IT Audit, Security
Education
Suffolk University 1988 — 1994
MBA, Management Informatoin Systems
Suffolk University
Master of Business Administration (M.B.A.), Management Information Systems and Services
Voya Financial August 2014 - Present
Voya May 2013 - August 2014
Institutional Investment Services at ING May 2008 - August 2014
CitiStreet May 2000 - May 2008
State Street May 1989 - May 2000
Skills
Business Analysis, Project Management, Business Process..., Process Improvement, Information Security, Requirements Analysis, Microsoft Office, Analysis, Information Security..., SDLC, Training, Change Management, Vendor Management, Security Awareness, Risk Management, SQL, Software Documentation, Microsoft Excel, Business Continuity, IT Management, Visio, IT Audit, Security
Education
Suffolk University 1988 — 1994
MBA, Management Informatoin Systems
Suffolk University
Master of Business Administration (M.B.A.), Management Information Systems and Services
Jaime Puerschner, CMP Jaime Puerschner, CMP's CitiStreet Experience February 2000 - March 2002
Job Manager, Events and Training at Certara
Industry Pharmaceuticals
Experience
Certara June 2015 - Present
The Spaulding Group May 2004 - June 2015
The Spaulding Group, Inc. May 2004 - June 2015
Interactive Network for Continuing Education September 2003 - May 2004
ALC July 2002 - September 2003
CitiStreet February 2000 - March 2002
Skills
Trade Shows, Performance Measurement, Sales, Training, Project Planning, Access, Customer Service, Negotiation, Logistics, Event Management, Event Planning, Marketing, Hotels, Marketing Strategy, Public Speaking, Portfolio Management, Management, Investments, Asset Management
Education
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1999
B.A., Communication
Certara June 2015 - Present
The Spaulding Group May 2004 - June 2015
The Spaulding Group, Inc. May 2004 - June 2015
Interactive Network for Continuing Education September 2003 - May 2004
ALC July 2002 - September 2003
CitiStreet February 2000 - March 2002
Skills
Trade Shows, Performance Measurement, Sales, Training, Project Planning, Access, Customer Service, Negotiation, Logistics, Event Management, Event Planning, Marketing, Hotels, Marketing Strategy, Public Speaking, Portfolio Management, Management, Investments, Asset Management
Education
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1999
B.A., Communication
Don Goldstein Don Goldstein's CitiStreet Experience January 1988 - December 2005
Job Vice President at Valic
Industry Financial Services
Experience
Valic 2006 - Present
Citistreet January 1988 - December 2005
Skills
Coaching, Public Speaking, Client Retention, Sales Management, Series 7, Series 24, Series 66, Series 63, Sales Operations, Sales Presentations, Sales Process, Defined Contribution, NAF, Retirement, 401k, Customer Retention, Relationship Management, Management, Leadership, Retirement Planning, New Business Development, Retirement Plan..., Investment Advisory, Executive Management, Mutual Funds, Series 6, Finance, Fixed Annuities, Business Planning, Financial Advisory, Asset Allocation, Defined Benefit, Series 65, Mergers & Acquisitions, Wealth Management, FINRA, Uniform Combined State...
Education
State University of New York College at Cortland
BA, Business
Valic 2006 - Present
Citistreet January 1988 - December 2005
Skills
Coaching, Public Speaking, Client Retention, Sales Management, Series 7, Series 24, Series 66, Series 63, Sales Operations, Sales Presentations, Sales Process, Defined Contribution, NAF, Retirement, 401k, Customer Retention, Relationship Management, Management, Leadership, Retirement Planning, New Business Development, Retirement Plan..., Investment Advisory, Executive Management, Mutual Funds, Series 6, Finance, Fixed Annuities, Business Planning, Financial Advisory, Asset Allocation, Defined Benefit, Series 65, Mergers & Acquisitions, Wealth Management, FINRA, Uniform Combined State...
Education
State University of New York College at Cortland
BA, Business
Jean Williams Jean Williams's CitiStreet Experience April 1999 - June 2007
Job QA Analyst
Industry Banking
Experience
Bank of America July 2013 - Present
ING December 2012 - July 2013
PSS August 2012 - December 2012
Bank of America September 2008 - July 2012
Blue Cross Blue Shield of Florida June 2007 - September 2008
CitiStreet April 1999 - June 2007
Canada Life March 1997 - May 1999
Skills
IT Strategy, Enterprise Architecture, Process Improvement, Business Analysis, Integration, Requirements Analysis, Data Warehousing, SDLC, Project Management, Program Management
Education
The Ohio State University
Master's degree, Business
Bank of America July 2013 - Present
ING December 2012 - July 2013
PSS August 2012 - December 2012
Bank of America September 2008 - July 2012
Blue Cross Blue Shield of Florida June 2007 - September 2008
CitiStreet April 1999 - June 2007
Canada Life March 1997 - May 1999
Skills
IT Strategy, Enterprise Architecture, Process Improvement, Business Analysis, Integration, Requirements Analysis, Data Warehousing, SDLC, Project Management, Program Management
Education
The Ohio State University
Master's degree, Business
Mike Lubosco Mike Lubosco's CitiStreet Experience October 2000 - December 2005
Job Multimedia Advertising Account Executive at Calkins Media Incorporated
Industry Marketing and Advertising
Experience
Calkins Media Incorporated September 2014 - Present
Team Toyota of Princeton (formerly Lawrence Toyota Scion) March 2011 - September 2014
Hawk Home Inspection May 2009 - May 2011
Nissens A/S August 2007 - May 2009
Hawk Home Inspection January 2006 - July 2007
CitiStreet October 2000 - December 2005
Skills
Direct Sales, Sales Presentations, Sales Process, Sales Operations, Sales Management, Follow-up Sales Activity, Strategic Financial..., Administrative..., Activity Coordination, Event Planning, Coordinating Events, Event Management, Hunting, Cool Hunting, Entrepreneurship, Big-picture Thinking, B2B, Negotiation, Sales, Management, Training, Time Management, Account Management, Advertising, Pricing, Marketing, Budgets
Education
The College of New Jersey 1994 — 1998
Bachelor of Business Administration (BBA), Business Administration and Management, General
Calkins Media Incorporated September 2014 - Present
Team Toyota of Princeton (formerly Lawrence Toyota Scion) March 2011 - September 2014
Hawk Home Inspection May 2009 - May 2011
Nissens A/S August 2007 - May 2009
Hawk Home Inspection January 2006 - July 2007
CitiStreet October 2000 - December 2005
Skills
Direct Sales, Sales Presentations, Sales Process, Sales Operations, Sales Management, Follow-up Sales Activity, Strategic Financial..., Administrative..., Activity Coordination, Event Planning, Coordinating Events, Event Management, Hunting, Cool Hunting, Entrepreneurship, Big-picture Thinking, B2B, Negotiation, Sales, Management, Training, Time Management, Account Management, Advertising, Pricing, Marketing, Budgets
Education
The College of New Jersey 1994 — 1998
Bachelor of Business Administration (BBA), Business Administration and Management, General
Dawn Purcell Dawn Purcell's CitiStreet Experience December 1999 - December 2005
Job Effective Financial Controller ● Problem solver ● Collaborator ● Capable ● Producer
Industry Financial Services
Experience
Beacon Rail Leasing, Inc May 2014 - May 2015
BTMU Capital Corporation November 2008 - May 2014
Vectron International January 2005 - November 2008
CitiStreet December 1999 - December 2005
CitiStreet March 1997 - November 1999
CPS Direct, Inc. 1995 - 1996
The Carter Company of Boston, Inc. November 1989 - July 1993
Donald J. Melino, P.C. December 1987 - October 1989
William T. Appleyard, CPA, P.C. November 1986 - November 1987
Charles E. DiPesa & Co. August 1985 - October 1986
Skills
Financial Reporting, Multi-currency..., Revenue Recognition, Financial Accounting, Financial Analysis, Accounting, Auditing, Internal Controls, Finance, Financial Modeling, Corporate Finance, Sarbanes-Oxley Act, Forecasting, Budgets, Process Improvement, Account Reconciliation, Tax, Accounts Payable &..., Staff Development, Collaborative Problem...
Education
Simmons College - Simmons School of Management 1993 — 1994
MBA, Finance and Accounting
Salem State University 1980 — 1985
Bachelor of Science in Business Administration, Accounting
Beacon Rail Leasing, Inc May 2014 - May 2015
BTMU Capital Corporation November 2008 - May 2014
Vectron International January 2005 - November 2008
CitiStreet December 1999 - December 2005
CitiStreet March 1997 - November 1999
CPS Direct, Inc. 1995 - 1996
The Carter Company of Boston, Inc. November 1989 - July 1993
Donald J. Melino, P.C. December 1987 - October 1989
William T. Appleyard, CPA, P.C. November 1986 - November 1987
Charles E. DiPesa & Co. August 1985 - October 1986
Skills
Financial Reporting, Multi-currency..., Revenue Recognition, Financial Accounting, Financial Analysis, Accounting, Auditing, Internal Controls, Finance, Financial Modeling, Corporate Finance, Sarbanes-Oxley Act, Forecasting, Budgets, Process Improvement, Account Reconciliation, Tax, Accounts Payable &..., Staff Development, Collaborative Problem...
Education
Simmons College - Simmons School of Management 1993 — 1994
MBA, Finance and Accounting
Salem State University 1980 — 1985
Bachelor of Science in Business Administration, Accounting
Jessica Westbye Jessica Westbye's CitiStreet Experience January 2003 - January 2004
Job Customer Care Specialist at Maine Machine Products Co
Industry Paper & Forest Products
Experience
Maine Machine Products Co March 2013 - Present
Scentsy Family July 2011 - Present
Sappi Fine Paper North America January 2006 - Present
Sappi Fine Paper North America January 2004 - January 2006
CitiStreet January 2003 - January 2004
Skills
Customer Service, Sales, Microsoft Office, Microsoft Excel, PowerPoint, Outlook, Call Center, Time Management, Microsoft Word, 401k, Customer Satisfaction, Call Centers, Direct Sales, Logistics, Sales Management, Inventory Management, Pricing, Account Management, Manufacturing
Education
Southern New Hampshire University 1999 — 2003
Bachelor of Science Degree, Advertising
Maine Machine Products Co March 2013 - Present
Scentsy Family July 2011 - Present
Sappi Fine Paper North America January 2006 - Present
Sappi Fine Paper North America January 2004 - January 2006
CitiStreet January 2003 - January 2004
Skills
Customer Service, Sales, Microsoft Office, Microsoft Excel, PowerPoint, Outlook, Call Center, Time Management, Microsoft Word, 401k, Customer Satisfaction, Call Centers, Direct Sales, Logistics, Sales Management, Inventory Management, Pricing, Account Management, Manufacturing
Education
Southern New Hampshire University 1999 — 2003
Bachelor of Science Degree, Advertising
Jennifer Bulens, CEBS Jennifer Bulens, CEBS's CitiStreet Experience February 2000 - November 2000
Job Senior Benefits & Compensation Analyst at Crane & Co.
Industry Human Resources
Experience
Crane & Co. July 2014 - Present
TASC, Inc. February 2012 - June 2014
Chugach Alaska Corporation March 2011 - February 2012
Volkswagen Group of America September 2009 - February 2011
Reebok International, Ltd April 2006 - August 2009
Sappi Fine Paper April 2005 - March 2006
Mellon Financial November 2000 - March 2005
CitiStreet February 2000 - November 2000
Medical Information Technology (MEDITECH) August 1998 - January 2000
Skills
Employee Benefits, 401k, Payroll, HRIS, FMLA, Management, ADP Payroll, Insurance, Policy, COBRA, Defined Benefit, Benefits Administration, Employee Relations, Deferred Compensation, Onboarding, Awesomeness, General Awesomeness, Fun
Education
Stonehill College 1995 — 1998
BA, Communications
The College of New Rochelle 1994 — 1995
Communications
Crane & Co. July 2014 - Present
TASC, Inc. February 2012 - June 2014
Chugach Alaska Corporation March 2011 - February 2012
Volkswagen Group of America September 2009 - February 2011
Reebok International, Ltd April 2006 - August 2009
Sappi Fine Paper April 2005 - March 2006
Mellon Financial November 2000 - March 2005
CitiStreet February 2000 - November 2000
Medical Information Technology (MEDITECH) August 1998 - January 2000
Skills
Employee Benefits, 401k, Payroll, HRIS, FMLA, Management, ADP Payroll, Insurance, Policy, COBRA, Defined Benefit, Benefits Administration, Employee Relations, Deferred Compensation, Onboarding, Awesomeness, General Awesomeness, Fun
Education
Stonehill College 1995 — 1998
BA, Communications
The College of New Rochelle 1994 — 1995
Communications
Stan Michael Stan Michael's CitiStreet Experience 1995 - 2008
Job Compliance Consultant
Industry Outsourcing/Offshoring
Experience
ING July 2008 - Present
CitiStreet 1995 - 2008
Prudential Investments 1988 - 1994
Skills
Defined Benefit, Pensions, ERISA, Employee Benefits, Benefits Administration, Business Requirements, Outsourcing, SDLC, Requirements Analysis, Pension Administration, Analysis, Change Management, Requirements Gathering, Training, CRM, Quality Assurance, Vendor Management, 401k, Financial Services
Education
Rutgers, The State University of New Jersey-New Brunswick
B.A., English
Glassboro State College
Teacher Certification, English, Special Education
ING July 2008 - Present
CitiStreet 1995 - 2008
Prudential Investments 1988 - 1994
Skills
Defined Benefit, Pensions, ERISA, Employee Benefits, Benefits Administration, Business Requirements, Outsourcing, SDLC, Requirements Analysis, Pension Administration, Analysis, Change Management, Requirements Gathering, Training, CRM, Quality Assurance, Vendor Management, 401k, Financial Services
Education
Rutgers, The State University of New Jersey-New Brunswick
B.A., English
Glassboro State College
Teacher Certification, English, Special Education
Nicholas Katsikis Nicholas Katsikis's CitiStreet Experience April 2000 - July 2008
Job Senior Vice President and CFO, Global Strategy and New Ventures at State Street Corp
Industry Financial Services
Experience
State Street April 2010 - Present
ING July 2008 - June 2009
CitiStreet April 2000 - July 2008
State Street Global Advisors January 1993 - March 2000
State Street Bank July 1984 - December 1992
Education
Salem State University 1980 — 1984
BS, Business
State Street April 2010 - Present
ING July 2008 - June 2009
CitiStreet April 2000 - July 2008
State Street Global Advisors January 1993 - March 2000
State Street Bank July 1984 - December 1992
Education
Salem State University 1980 — 1984
BS, Business
LaVerne Sanders LaVerne Sanders's CitiStreet Experience October 2003 - July 2006
Job Experienced in Corporate Benefits
Industry Human Resources
Experience
CIT September 2013 - Present
Ingersoll Rand 2010 - 2013
ING (formerly Citistreet) July 2006 - December 2009
CitiStreet October 2003 - July 2006
CitiStreet January 1999 - December 2001
CitiStreet August 1996 - December 1998
Skills
Employee Benefits, Human Resources, Benefits Administration, Call Centers
Education
South Carolina State University 1989 — 1993
BS, Business Management
CIT September 2013 - Present
Ingersoll Rand 2010 - 2013
ING (formerly Citistreet) July 2006 - December 2009
CitiStreet October 2003 - July 2006
CitiStreet January 1999 - December 2001
CitiStreet August 1996 - December 1998
Skills
Employee Benefits, Human Resources, Benefits Administration, Call Centers
Education
South Carolina State University 1989 — 1993
BS, Business Management
Alfonso Siracusa's CitiStreet Experience January 2005 - November 2007
Job Account Executive at MetLife
Industry Financial Services
Experience
MetLife August 2010 - Present
ING November 2009 - August 2010
ING October 2008 - December 2009
ING November 2007 - October 2008
CitiStreet January 2005 - November 2007
CitiStreet June 2003 - January 2005
CitiStreet January 2000 - June 2003
CitiStreet October 1998 - January 2000
Merrill Lynch April 1998 - October 1998
Merrill Lynch March 1997 - April 1998
Skills
Series 6, 401k, Retirement, Account Management, Financial Services, Mutual Funds, Relationship Management, Business Analysis, Project Management, Series 63, Insurance, Fixed Annuities, Investments, Series 7
Education
Seton Hall University 1990 — 1994
Bachelor of Science, Finance
MetLife August 2010 - Present
ING November 2009 - August 2010
ING October 2008 - December 2009
ING November 2007 - October 2008
CitiStreet January 2005 - November 2007
CitiStreet June 2003 - January 2005
CitiStreet January 2000 - June 2003
CitiStreet October 1998 - January 2000
Merrill Lynch April 1998 - October 1998
Merrill Lynch March 1997 - April 1998
Skills
Series 6, 401k, Retirement, Account Management, Financial Services, Mutual Funds, Relationship Management, Business Analysis, Project Management, Series 63, Insurance, Fixed Annuities, Investments, Series 7
Education
Seton Hall University 1990 — 1994
Bachelor of Science, Finance
Steve Polychronopoulos Steve Polychronopoulos's CitiStreet Experience 1998 - 2002
Job Sales Associate at Bershire Hathaway Home Services
Industry Real Estate
Experience
Berkshire Hathaway Home Services NJ November 2002 - Present
Berkshire Hathaway Home Services NJ 2002 - Present
Citistreet 1998 - 2002
CitiStreet Retirement Services 1998 - 2002
citistreet 1998 - 2002
ING 1998 - 2002
Smith Barney Plan Services 1998 - 2002
Prudential Financial 1990 - 1996
Prudential Mutual Funds 1990 - 1996
Prudential Retirement 1990 - 1996
Skills
Financial Services, Employee Relations, Retirement Planning, Case Managment, Process Management, Real Estate, Short Sales, Relocation, New Home Sales, Marketing, Sellers, First Time Home Buyers, Mutual Funds, Selling, Condos, Real Estate Transactions, Sales, Residential Homes, Investment Properties, Foreclosures, Townhomes, Buyer Representation, Listings, Case Management
Education
Seton Hall University 1973 — 1977
MBA, Finance
Rutgers University-New Brunswick 1963 — 1967
BA, Economics
Berkshire Hathaway Home Services NJ November 2002 - Present
Berkshire Hathaway Home Services NJ 2002 - Present
Citistreet 1998 - 2002
CitiStreet Retirement Services 1998 - 2002
citistreet 1998 - 2002
ING 1998 - 2002
Smith Barney Plan Services 1998 - 2002
Prudential Financial 1990 - 1996
Prudential Mutual Funds 1990 - 1996
Prudential Retirement 1990 - 1996
Skills
Financial Services, Employee Relations, Retirement Planning, Case Managment, Process Management, Real Estate, Short Sales, Relocation, New Home Sales, Marketing, Sellers, First Time Home Buyers, Mutual Funds, Selling, Condos, Real Estate Transactions, Sales, Residential Homes, Investment Properties, Foreclosures, Townhomes, Buyer Representation, Listings, Case Management
Education
Seton Hall University 1973 — 1977
MBA, Finance
Rutgers University-New Brunswick 1963 — 1967
BA, Economics
Joseph Scheurer Joseph Scheurer's CitiStreet Experience 2000 - 2002
Job Sales Director at Victory Capital
Industry Financial Services
Experience
Victory Capital Management October 2014 - Present
Prudential Financial September 2008 - September 2014
MFS Investment Management 2006 - 2008
Nationwide Insurance 2002 - 2006
CitiStreet 2000 - 2002
CitiStreet 1996 - 2000
Paine Webber 1993 - 1996
Paine Webber 1989 - 1993
Skills
Business Planning, Team Building, Employee Benefits, Retirement, Strategic Financial..., Portfolio Management, Life Insurance, Series 63, Series 7, Wealth Management, Fixed Annuities, Investments, Retirement Planning, Financial Services, Relationship Management, Mutual Funds, Sales Management, Insurance, 401k, Series 6, Asset Allocation, Alternative Investments, FINRA, Investment Strategies, Variable Annuities, Securities, Series 65, Financial Planning
Education
St. Peter's College
Bachelor of Science, Business Administration and Management, General
St. Peter's Prep
Victory Capital Management October 2014 - Present
Prudential Financial September 2008 - September 2014
MFS Investment Management 2006 - 2008
Nationwide Insurance 2002 - 2006
CitiStreet 2000 - 2002
CitiStreet 1996 - 2000
Paine Webber 1993 - 1996
Paine Webber 1989 - 1993
Skills
Business Planning, Team Building, Employee Benefits, Retirement, Strategic Financial..., Portfolio Management, Life Insurance, Series 63, Series 7, Wealth Management, Fixed Annuities, Investments, Retirement Planning, Financial Services, Relationship Management, Mutual Funds, Sales Management, Insurance, 401k, Series 6, Asset Allocation, Alternative Investments, FINRA, Investment Strategies, Variable Annuities, Securities, Series 65, Financial Planning
Education
St. Peter's College
Bachelor of Science, Business Administration and Management, General
St. Peter's Prep
Joe Costello Joe Costello's CitiStreet Experience 2006 - 2007
Job Financial Advisor
Industry Financial Services
Experience
Royal Alliance Associates INC August 2011 - Present
John Hancock 2007 - 2010
CitiStreet 2006 - 2007
MetLife 2000 - 2006
Skills
401k, Financial Planning, Small Business, Retirement, Retirement Planning, Strategic Financial..., Insurance, Fixed Annuities, Life Insurance, Health Insurance, Finance, Mutual Funds, Series 7, Wealth Management, Disability Insurance, Series 63, Investment Advisory, Asset Allocation, Financial Advisory, Estate Planning, 401k Rollovers, Securities, Investments, Financial Services, Long-term Care, Financial Planners, Qualified Retirement..., Series 6, IRAs, Pensions
Education
University of Colorado Denver 1997 — 2001
B.S, Business Management
Cherry Creek High School 1993 — 1997
Royal Alliance Associates INC August 2011 - Present
John Hancock 2007 - 2010
CitiStreet 2006 - 2007
MetLife 2000 - 2006
Skills
401k, Financial Planning, Small Business, Retirement, Retirement Planning, Strategic Financial..., Insurance, Fixed Annuities, Life Insurance, Health Insurance, Finance, Mutual Funds, Series 7, Wealth Management, Disability Insurance, Series 63, Investment Advisory, Asset Allocation, Financial Advisory, Estate Planning, 401k Rollovers, Securities, Investments, Financial Services, Long-term Care, Financial Planners, Qualified Retirement..., Series 6, IRAs, Pensions
Education
University of Colorado Denver 1997 — 2001
B.S, Business Management
Cherry Creek High School 1993 — 1997
David Haase, CFP® David Haase, CFP®'s CitiStreet Experience August 1997 - January 2003
Job Independent Financial Services Professional
Industry Financial Services
Experience
The Legend Group January 2003 - Present
CitiStreet August 1997 - January 2003
Commercial Investigations LLC June 1994 - August 1997
Education
Richard Stockton College of New Jersey 1990 — 1991
BA, Business
The Legend Group January 2003 - Present
CitiStreet August 1997 - January 2003
Commercial Investigations LLC June 1994 - August 1997
Education
Richard Stockton College of New Jersey 1990 — 1991
BA, Business
Nathan Rasmussen, AIF® Nathan Rasmussen, AIF®'s CitiStreet Experience 2003 - 2005
Job Senior Retirement Plan Consultant at The Meltzer Group
Industry Financial Services
Experience
The Meltzer Group March 2012 - Present
DWS Trust Company July 2011 - March 2012
DWS Investments December 2005 - March 2012
CitiStreet 2003 - 2005
CitiStreet 2000 - 2003
CitiStreet (Formerly State Street Bank and Trust Company) 1996 - 2000
Mobius Tech, Inc. 1993 - 1996
DCP Administrators October 1988 - June 1993
Skills
CRM, Retirement Planning, Retirement, 401k, Investments, Pensions, Asset Managment, Mutual Funds
Education
State University of New York College at Oswego 1983 — 1988
BA, Mathematics
The Meltzer Group March 2012 - Present
DWS Trust Company July 2011 - March 2012
DWS Investments December 2005 - March 2012
CitiStreet 2003 - 2005
CitiStreet 2000 - 2003
CitiStreet (Formerly State Street Bank and Trust Company) 1996 - 2000
Mobius Tech, Inc. 1993 - 1996
DCP Administrators October 1988 - June 1993
Skills
CRM, Retirement Planning, Retirement, 401k, Investments, Pensions, Asset Managment, Mutual Funds
Education
State University of New York College at Oswego 1983 — 1988
BA, Mathematics
Michael Wataha Michael Wataha's CitiStreet Experience 2000 - 2001
Job Fixed Assets Senior Accounting Professional | Cap Appr/Projects | Depre/Inv | GAAP | Cost Cuts | mswataha@yahoo.com
Industry Accounting
Experience
Michael Page International / Hayward Industries, Inc. 2004 - February 2007
Merrill Lynch 2001 - 2002
Cingular 2001 - 2001
Citistreet 2000 - 2001
BOC Gases 1998 - 1999
AT&T 1993 - 1998
Education
Rutgers University-New Brunswick 1977 — 1986
BS, Management
Middlesex County College
AA, Accounting
Michael Page International / Hayward Industries, Inc. 2004 - February 2007
Merrill Lynch 2001 - 2002
Cingular 2001 - 2001
Citistreet 2000 - 2001
BOC Gases 1998 - 1999
AT&T 1993 - 1998
Education
Rutgers University-New Brunswick 1977 — 1986
BS, Management
Middlesex County College
AA, Accounting
Dan Britman Dan Britman's CitiStreet Experience July 2006 - August 2008
Job Client Specialist at Thomson Reuters
Industry Financial Services
Experience
Thomson Reuters December 2014 - Present
RIMES Technologies November 2011 - November 2014
FactSet Research Systems January 2011 - November 2011
FactSet Research Systems September 2008 - January 2011
CitiStreet July 2006 - August 2008
Skills
Sales, CRM, Financial Services, Finance, Marketing Strategy, Investment Management, Financial Markets, Equities, Portfolio Management, Fixed Income, Asset Management, Account Management, Retirement Planning, Bloomberg, Accounting, Business Analysis, Investments, Financial Analysis, Capital Markets, Hedge Funds, Derivatives, Financial Modeling, Relationship Management, Mutual Funds, Market Data, Management, Salesforce.com, Consulting, Business Development, New Business Development, Negotiation, Cold Calling, Selling
Education
Rutgers University-New Brunswick 2002 — 2006
Bachelors, Major in Economics and a Minor in Labor Relations
Thomson Reuters December 2014 - Present
RIMES Technologies November 2011 - November 2014
FactSet Research Systems January 2011 - November 2011
FactSet Research Systems September 2008 - January 2011
CitiStreet July 2006 - August 2008
Skills
Sales, CRM, Financial Services, Finance, Marketing Strategy, Investment Management, Financial Markets, Equities, Portfolio Management, Fixed Income, Asset Management, Account Management, Retirement Planning, Bloomberg, Accounting, Business Analysis, Investments, Financial Analysis, Capital Markets, Hedge Funds, Derivatives, Financial Modeling, Relationship Management, Mutual Funds, Market Data, Management, Salesforce.com, Consulting, Business Development, New Business Development, Negotiation, Cold Calling, Selling
Education
Rutgers University-New Brunswick 2002 — 2006
Bachelors, Major in Economics and a Minor in Labor Relations
Howard Kirkpatrick, Esq. Howard Kirkpatrick, Esq.'s CitiStreet Experience January 2000 - November 2005
Job Attorney, Smith & Downey, P.A.
Industry Law Practice
Experience
Smith & Downey, P.A. June 2015 - Present
Kirkpatrick Law Firm April 2006 - Present
CitiStreet January 2000 - November 2005
PricewaterhouseCoopers LLC January 1998 - December 1999
Mintz Levin January 1997 - December 1997
Blitman & King LLP May 1995 - December 1996
Skills
Employment Law, Loss Mitigation, Litigation Management, Retirement, Investments, Equities, ERISA, Estate Planning, Securities, Licensing, Legal Writing, Legal Compliance, Mergers, Due Diligence, Insurance, elder law, Real Estate, Special Needs Trusts, Employment Contracts, Procurement Contracts, Contract Negotiation, Vendor Contracts, Loss Prevention, Trusts, Litigation, Elder Law, Wills, Legal Research, Commercial Litigation
Education
Syracuse University College of Law 1992 — 1995
Juris Doctor, Law
Saint Anselm College 1988 — 1992
B.A., History
Northfield Mount Herman 1987 — 1988
Post-graduate year
Holyoke Catholic 1983 — 1987
Smith & Downey, P.A. June 2015 - Present
Kirkpatrick Law Firm April 2006 - Present
CitiStreet January 2000 - November 2005
PricewaterhouseCoopers LLC January 1998 - December 1999
Mintz Levin January 1997 - December 1997
Blitman & King LLP May 1995 - December 1996
Skills
Employment Law, Loss Mitigation, Litigation Management, Retirement, Investments, Equities, ERISA, Estate Planning, Securities, Licensing, Legal Writing, Legal Compliance, Mergers, Due Diligence, Insurance, elder law, Real Estate, Special Needs Trusts, Employment Contracts, Procurement Contracts, Contract Negotiation, Vendor Contracts, Loss Prevention, Trusts, Litigation, Elder Law, Wills, Legal Research, Commercial Litigation
Education
Syracuse University College of Law 1992 — 1995
Juris Doctor, Law
Saint Anselm College 1988 — 1992
B.A., History
Northfield Mount Herman 1987 — 1988
Post-graduate year
Holyoke Catholic 1983 — 1987
Christopher Fernandes Christopher Fernandes's CitiStreet Experience January 2007 - February 2008
Job Chief Operating Officer at United Citrus Products Corp
Industry Food & Beverages
Experience
United Citrus Products Corp January 2014 - Present
Fern Landscaping January 2009 - Present
United Citrus Products Corp. November 2009 - January 2014
Shaws Supermarkets January 2008 - May 2009
CitiStreet January 2007 - February 2008
Skills
Customer Service, Financial Analysis, Forecasting, Budget, Microsoft Excel, Finance, Strategic Planning, Process Improvement, Microsoft Word, Leadership, Marketing Strategy, Inventory Management, Business Planning, Operations Management, Pricing, Budgets
Education
Suffolk University 2001 — 2005
BSBA, Accounting
United Citrus Products Corp January 2014 - Present
Fern Landscaping January 2009 - Present
United Citrus Products Corp. November 2009 - January 2014
Shaws Supermarkets January 2008 - May 2009
CitiStreet January 2007 - February 2008
Skills
Customer Service, Financial Analysis, Forecasting, Budget, Microsoft Excel, Finance, Strategic Planning, Process Improvement, Microsoft Word, Leadership, Marketing Strategy, Inventory Management, Business Planning, Operations Management, Pricing, Budgets
Education
Suffolk University 2001 — 2005
BSBA, Accounting
Ashley Avaregan Ashley Avaregan's CitiStreet Experience 1999 - 2006
Job Regional Sales Director – Western Division at Mutual of Omaha
Industry Financial Services
Experience
Mutual of Omaha February 2015 - Present
GuidedChoice June 2012 - February 2015
ING July 1996 - October 2011
CitiStreet 1999 - 2006
The Copeland Companies July 1996 - April 2000
Baha'i International Community 1994 - 1996
Skills
Retirement, 401k, Mutual Funds, Series 63, Investments, Retirement Planning, Series 6, Defined Benefit, Defined Contribution, Retirement Plan..., Investment Advisory, Asset Managment, Asset Allocation, ERISA, Profit Sharing, Pensions
Education
Rutgers University School of Law - Newark 2000 — 2004
Juris Doctor
Rutgers College 1993 — 1996
B.A., Major: Politcal Science Minors: Central & East European Studies, Womens' Studies
University of Chicago 1992 — 1993
Polonia Research Institute of Jagiellonian University, Cracow, Poland 1991 — 1992
Diploma, Polish language and culture
Glen Rock High School 1986 — 1989
Diploma
Mutual of Omaha February 2015 - Present
GuidedChoice June 2012 - February 2015
ING July 1996 - October 2011
CitiStreet 1999 - 2006
The Copeland Companies July 1996 - April 2000
Baha'i International Community 1994 - 1996
Skills
Retirement, 401k, Mutual Funds, Series 63, Investments, Retirement Planning, Series 6, Defined Benefit, Defined Contribution, Retirement Plan..., Investment Advisory, Asset Managment, Asset Allocation, ERISA, Profit Sharing, Pensions
Education
Rutgers University School of Law - Newark 2000 — 2004
Juris Doctor
Rutgers College 1993 — 1996
B.A., Major: Politcal Science Minors: Central & East European Studies, Womens' Studies
University of Chicago 1992 — 1993
Polonia Research Institute of Jagiellonian University, Cracow, Poland 1991 — 1992
Diploma, Polish language and culture
Glen Rock High School 1986 — 1989
Diploma
Cheryl (Ziegler) Shord Cheryl (Ziegler) Shord's CitiStreet Experience 2003 - 2005
Job Director of Marketing at Alliance Benefit Group, LLC
Industry Financial Services
Experience
Alliance Benefit Group, LLC April 2014 - Present
SunGard January 2013 - April 2014
SunGard August 2012 - January 2013
SunGard Relius 2005 - August 2012
CitiStreet 2003 - 2005
Nordstrom 2002 - 2003
Benefit Services Corporation 2000 - 2002
Northern Trust Retirement Consultants 1999 - 2000
Smith Barney Corporate Trust Company 1995 - 1999
The Vanguard Group 1993 - 1995
Skills
Product Marketing, Communications, Events Management, Online Marketing, Event Marketing, Social Media, Advertising, Trade Shows, Email Marketing, Marketing Communications, Marketing Management, Direct Marketing, Salesforce.com, Campaign Management, Event Management, ExactTarget, Sitecore, RTI, 401k, Employee Benefits, Pensions, recordkeeping, Defined Contribution, Defined Benefit, Marketing, Online Advertising, Retirement, Product Management, Financial Services, Team Building, Business Development, Event Planning, Lead Generation, Records Management, Strategic Partnerships, Management
Education
St. Mark's High school
University of Delaware
BA, Political Science and Spanish
Alliance Benefit Group, LLC April 2014 - Present
SunGard January 2013 - April 2014
SunGard August 2012 - January 2013
SunGard Relius 2005 - August 2012
CitiStreet 2003 - 2005
Nordstrom 2002 - 2003
Benefit Services Corporation 2000 - 2002
Northern Trust Retirement Consultants 1999 - 2000
Smith Barney Corporate Trust Company 1995 - 1999
The Vanguard Group 1993 - 1995
Skills
Product Marketing, Communications, Events Management, Online Marketing, Event Marketing, Social Media, Advertising, Trade Shows, Email Marketing, Marketing Communications, Marketing Management, Direct Marketing, Salesforce.com, Campaign Management, Event Management, ExactTarget, Sitecore, RTI, 401k, Employee Benefits, Pensions, recordkeeping, Defined Contribution, Defined Benefit, Marketing, Online Advertising, Retirement, Product Management, Financial Services, Team Building, Business Development, Event Planning, Lead Generation, Records Management, Strategic Partnerships, Management
Education
St. Mark's High school
University of Delaware
BA, Political Science and Spanish
Jeffrey Landers Jeffrey Landers's CitiStreet Experience September 1999 - September 2009
Job Licensed Real Estate Salesperson at Hunt Real Estate ERA
Industry Real Estate
Experience
Hunt Real Estate ERA November 2009 - Present
CitiStreet September 1999 - September 2009
Citibank April 1987 - September 1999
Skills
Real Estate, First Time Home Buyers, Referrals, Negotiation, Sellers, Investment Properties, Single Family Homes, Buyer Representation, Relocation, Real Estate Transactions, New Home Sales, Listings, Condos, Investors, Townhomes
Education
University at Buffalo 1980 — 1984
Pre Law
Hunt Real Estate ERA November 2009 - Present
CitiStreet September 1999 - September 2009
Citibank April 1987 - September 1999
Skills
Real Estate, First Time Home Buyers, Referrals, Negotiation, Sellers, Investment Properties, Single Family Homes, Buyer Representation, Relocation, Real Estate Transactions, New Home Sales, Listings, Condos, Investors, Townhomes
Education
University at Buffalo 1980 — 1984
Pre Law
Stephen McMahon, QKA Stephen McMahon, QKA's CitiStreet Experience April 2002 - October 2003
Job Pension Consultant/Pension Consultants, Inc.
Industry Financial Services
Experience
Pension Consultants, Inc. August 2014 - Present
Milliman December 2010 - May 2014
Enterprise Iron Financial Industry Solutions, Inc. October 2006 - December 2009
Wells Fargo December 2005 - June 2006
CitiStreet (now ING) October 2003 - November 2005
CitiStreet April 2002 - October 2003
State Street/Citistreet March 1995 - April 2002
State Street Research/Met life 1993 - 1995
Putnam Investments 1991 - 1993
Skills
401k, Retirement, Payroll, Training, Process Improvement, Mutual Funds, Call Centers, Nondiscrimination..., Account Reconciliation, Leadership, ERISA, Investments, Defined Benefit, Employee Benefits, Retirement Planning, Defined Contribution, Customer Service, Financial Services, Pensions, Form 5500, Business Analysis, Data Analysis, Project Management
Education
Suffolk University 1988 — 1990
Bachelors, Finance
Pension Consultants, Inc. August 2014 - Present
Milliman December 2010 - May 2014
Enterprise Iron Financial Industry Solutions, Inc. October 2006 - December 2009
Wells Fargo December 2005 - June 2006
CitiStreet (now ING) October 2003 - November 2005
CitiStreet April 2002 - October 2003
State Street/Citistreet March 1995 - April 2002
State Street Research/Met life 1993 - 1995
Putnam Investments 1991 - 1993
Skills
401k, Retirement, Payroll, Training, Process Improvement, Mutual Funds, Call Centers, Nondiscrimination..., Account Reconciliation, Leadership, ERISA, Investments, Defined Benefit, Employee Benefits, Retirement Planning, Defined Contribution, Customer Service, Financial Services, Pensions, Form 5500, Business Analysis, Data Analysis, Project Management
Education
Suffolk University 1988 — 1990
Bachelors, Finance
Andrea McLean Andrea McLean's CitiStreet Experience June 2005 - September 2006
Job Staff Accountant at Boston Global Investors
Industry Real Estate
Experience
Boston Global Investors May 2011 - Present
John J. Flatley Company February 2010 - September 2010
Town of Weymouth December 2007 - June 2009
Siemens Medical Solutions Diagnostics January 2007 - December 2007
Bayer Diagnostics September 2006 - December 2006
CitiStreet June 2005 - September 2006
Deutsche Bank December 2003 - June 2005
USPS April 2003 - December 2003
CitiStreet November 2001 - April 2003
Skills
Requisition Management, Accounts Payable, Accounts Receivable, Job Costing, Construction Accounting, Project Accounting, Budgets, Bank Reconciliation, Account Reconciliation, Invoice Processing, Budget Monitoring, Journal Entries, Change Orders, General Ledger, Finance, Budgeting, 1099 Preparation, Payroll, MRI Software, Microsoft Excel, Yardi Voyager, Peachtree
Education
Saint Anselm College 1997 — 2001
BA, Business
Boston Global Investors May 2011 - Present
John J. Flatley Company February 2010 - September 2010
Town of Weymouth December 2007 - June 2009
Siemens Medical Solutions Diagnostics January 2007 - December 2007
Bayer Diagnostics September 2006 - December 2006
CitiStreet June 2005 - September 2006
Deutsche Bank December 2003 - June 2005
USPS April 2003 - December 2003
CitiStreet November 2001 - April 2003
Skills
Requisition Management, Accounts Payable, Accounts Receivable, Job Costing, Construction Accounting, Project Accounting, Budgets, Bank Reconciliation, Account Reconciliation, Invoice Processing, Budget Monitoring, Journal Entries, Change Orders, General Ledger, Finance, Budgeting, 1099 Preparation, Payroll, MRI Software, Microsoft Excel, Yardi Voyager, Peachtree
Education
Saint Anselm College 1997 — 2001
BA, Business
Kent Fedoroff Kent Fedoroff's CitiStreet Experience January 2003 - December 2004
Job Safety Technician at CSERT
Industry Environmental Services
Experience
CSERT January 2005 - Present
CSERT January 2007 - July 2009
Citistreet January 2003 - December 2004
Morgan Stanley January 2001 - December 2002
Prudential Financial May 2000 - January 2001
Skills
HAZWOPER, Safety Management..., Occupational Health, Hazardous Waste..., EHS, Environmental Awareness, Environmental Compliance, Construction Safety, Industrial Safety, Hazard Analysis, Workplace Safety, Industrial Hygiene, Accident Investigation, EPA, Risk Assessment, Hazard Recognition, Hazardous Materials
Education
Salisbury University - Perdue School of Business 1996 — 2000
marketing, business
CSERT January 2005 - Present
CSERT January 2007 - July 2009
Citistreet January 2003 - December 2004
Morgan Stanley January 2001 - December 2002
Prudential Financial May 2000 - January 2001
Skills
HAZWOPER, Safety Management..., Occupational Health, Hazardous Waste..., EHS, Environmental Awareness, Environmental Compliance, Construction Safety, Industrial Safety, Hazard Analysis, Workplace Safety, Industrial Hygiene, Accident Investigation, EPA, Risk Assessment, Hazard Recognition, Hazardous Materials
Education
Salisbury University - Perdue School of Business 1996 — 2000
marketing, business
Balu Ragoonathan Balu Ragoonathan's CitiStreet Experience 2000 - 2008
Job SQL DATABASE ADMINISTRATOR
Industry Information Technology and Services
Experience
Chevron January 2014 - Present
Harris County Hospital District June 2012 - December 2013
TIAA-CREF October 2011 - May 2012
ING 2008 - May 2010
CitiStreet 2000 - 2008
Phoenix International October 1998 - May 2000
Skills
T-SQL, Database Design, Microsoft SQL Server, ETL, Data Warehousing, SSIS, Databases, SSRS, SDLC, SQL, Database Administration, SQL Tuning, Visio, Sybase, Performance Tuning, Replication, DB2, PL/SQL, Systems Analysis, Disaster Recovery, Analysis Services, Requirements Analysis, Oracle
Education
University of Central Oklahoma 1995 — 1998
Bachelor's Degree, Managment Information Systems
Chevron January 2014 - Present
Harris County Hospital District June 2012 - December 2013
TIAA-CREF October 2011 - May 2012
ING 2008 - May 2010
CitiStreet 2000 - 2008
Phoenix International October 1998 - May 2000
Skills
T-SQL, Database Design, Microsoft SQL Server, ETL, Data Warehousing, SSIS, Databases, SSRS, SDLC, SQL, Database Administration, SQL Tuning, Visio, Sybase, Performance Tuning, Replication, DB2, PL/SQL, Systems Analysis, Disaster Recovery, Analysis Services, Requirements Analysis, Oracle
Education
University of Central Oklahoma 1995 — 1998
Bachelor's Degree, Managment Information Systems
Christine Strobel Christine Strobel's CitiStreet Experience March 2000 - July 2000
Job Investment Management Professional
Industry Investment Management
Experience
Lord, Abbett & Co. LLC 2005 - 2009
TD Bank, N.A. (formerly Commerce Bank, N.A.) August 2001 - January 2005
Dow Jones July 2000 - August 2001
CitiStreet March 2000 - July 2000
CitiStreet November 1997 - March 2000
Skills
Fixed Income, Equities, Investment Management
Education
Salisbury University 1993 — 1997
Bachelor's Degree, Business Administration/Finance
Lord, Abbett & Co. LLC 2005 - 2009
TD Bank, N.A. (formerly Commerce Bank, N.A.) August 2001 - January 2005
Dow Jones July 2000 - August 2001
CitiStreet March 2000 - July 2000
CitiStreet November 1997 - March 2000
Skills
Fixed Income, Equities, Investment Management
Education
Salisbury University 1993 — 1997
Bachelor's Degree, Business Administration/Finance
Christian Paquette Christian Paquette's CitiStreet Experience April 2003 - November 2003
Job Global Account Manager at Brainshark
Industry Market Research
Experience
Brainshark April 2011 - July 2015
Thomson Reuters December 2003 - April 2011
CitiStreet April 2003 - November 2003
UBS Wealth Management February 2002 - March 2003
Fidelity Investments January 1997 - January 2002
Putnam Investments January 1994 - January 1995
Skills
Strategic Partnerships, Key Account..., Financial Markets, Forecasting, Sales Process, CRM, B2B, Enterprise Software, Lead Generation, Negotiation, SaaS, Marketing Strategy, Finance, Selling, Product Management, Channel Partners, Sales Management, Market Research, Salesforce.com, Solution Selling, Sales, Sales Presentations
Education
Temple University 1989 — 1993
BACHELOR OF BUSINESS ADMINISTRATION, MARKETING
Brainshark April 2011 - July 2015
Thomson Reuters December 2003 - April 2011
CitiStreet April 2003 - November 2003
UBS Wealth Management February 2002 - March 2003
Fidelity Investments January 1997 - January 2002
Putnam Investments January 1994 - January 1995
Skills
Strategic Partnerships, Key Account..., Financial Markets, Forecasting, Sales Process, CRM, B2B, Enterprise Software, Lead Generation, Negotiation, SaaS, Marketing Strategy, Finance, Selling, Product Management, Channel Partners, Sales Management, Market Research, Salesforce.com, Solution Selling, Sales, Sales Presentations
Education
Temple University 1989 — 1993
BACHELOR OF BUSINESS ADMINISTRATION, MARKETING
James LeGrand James LeGrand's CitiStreet Experience August 1997 - February 2003
Job Vice President, Global Wealth Management PMO
Industry Financial Services
Experience
Pershing LLC - an affiliate of the Bank of New York Mellon March 2006 - Present
Accenture February 2004 - March 2006
CitiStreet August 1997 - February 2003
PricewaterhouseCoopers October 1996 - August 1997
Prudential June 1992 - October 1996
MetLife December 1995 - May 1996
Skills
Project Planning, Public Speaking, Coaching, Scope Management, Program Management, Process Improvement, Business Process..., Risk Management, MS Project, SDLC, Change Management, Team Building, PMO, Project Portfolio..., Requirements Analysis, Strategic Planning, Team Leadership, Business Analysis, Customer Relations, Customer Service, Leadership, IT Strategy, Public Relations, Project Management, Strategy, Product Management, Management, Vendor Management, Budgets, Analysis, Business Requirements, PMP, Enterprise Architecture, Software Development, Executive Management, CRM, Visio, Outsourcing, Software Project..., Business Process, Integration, IT Management, Financial Services, Project Delivery, Resource Management, Enterprise Software, Requirements Gathering, Business Intelligence, Governance, Cross-functional Team...
Education
Seton Hall University 1988 — 1992
BS, Management Information Systems
Pershing LLC - an affiliate of the Bank of New York Mellon March 2006 - Present
Accenture February 2004 - March 2006
CitiStreet August 1997 - February 2003
PricewaterhouseCoopers October 1996 - August 1997
Prudential June 1992 - October 1996
MetLife December 1995 - May 1996
Skills
Project Planning, Public Speaking, Coaching, Scope Management, Program Management, Process Improvement, Business Process..., Risk Management, MS Project, SDLC, Change Management, Team Building, PMO, Project Portfolio..., Requirements Analysis, Strategic Planning, Team Leadership, Business Analysis, Customer Relations, Customer Service, Leadership, IT Strategy, Public Relations, Project Management, Strategy, Product Management, Management, Vendor Management, Budgets, Analysis, Business Requirements, PMP, Enterprise Architecture, Software Development, Executive Management, CRM, Visio, Outsourcing, Software Project..., Business Process, Integration, IT Management, Financial Services, Project Delivery, Resource Management, Enterprise Software, Requirements Gathering, Business Intelligence, Governance, Cross-functional Team...
Education
Seton Hall University 1988 — 1992
BS, Management Information Systems
Denis Peach's CitiStreet Experience March 2003 - May 2005
Job Systems Engineer II at Brooks Rehabilitation
Industry Information Technology and Services
Experience
Brooks Rehabilitation July 2011 - Present
Florida Department of Health July 2009 - July 2011
ING March 2003 - March 2009
CitiStreet March 2003 - May 2005
Nettech Consultants, Inc. May 2001 - January 2003
Second Century Communications May 2000 - May 2001
US Navy September 1979 - September 1999
Skills
Storage Management, Server Virtualisation, Enterprise Backup, Virtualization, Servers, Enterprise Storage, Windows, XP, Active Directory, VMware, Data Center, Exagrid, Troubleshooting, Disaster Recovery, vSphere, Storage Area Networks, Backup Exec, SAN, Citrix Metaframe, VMware ESX, Microsoft Exchange, Networking, Integration, Microsoft Certified..., Network Administration, Technical Support, Hardware, Windows XP, Information Technology, Windows Server, Citrix, NetApp, DNS, System Administration
Education
St Leo university 2015 — 2019
Bachelor's degree, Computer information systems
Saint Leo University 2003 — 2005
BS, Computer Information Systems
Brooks Rehabilitation July 2011 - Present
Florida Department of Health July 2009 - July 2011
ING March 2003 - March 2009
CitiStreet March 2003 - May 2005
Nettech Consultants, Inc. May 2001 - January 2003
Second Century Communications May 2000 - May 2001
US Navy September 1979 - September 1999
Skills
Storage Management, Server Virtualisation, Enterprise Backup, Virtualization, Servers, Enterprise Storage, Windows, XP, Active Directory, VMware, Data Center, Exagrid, Troubleshooting, Disaster Recovery, vSphere, Storage Area Networks, Backup Exec, SAN, Citrix Metaframe, VMware ESX, Microsoft Exchange, Networking, Integration, Microsoft Certified..., Network Administration, Technical Support, Hardware, Windows XP, Information Technology, Windows Server, Citrix, NetApp, DNS, System Administration
Education
St Leo university 2015 — 2019
Bachelor's degree, Computer information systems
Saint Leo University 2003 — 2005
BS, Computer Information Systems
Ellen M Carlson Ellen M Carlson's CitiStreet Experience 2005 - 2008
Job Business Analyst Consultant at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments March 2015 - May 2015
LeapFrog Systems 2013 - May 2015
TIAA-CREF 2013 - 2014
ING 2008 - 2012
CitiStreet 2005 - 2008
CitiStreet 1999 - 2005
Teknor Apex Company 1991 - 1999
AT&T 1975 - 1989
Skills
Business Requirements, Business Process, Software Development, COBOL, SQL, Web Applications, Project Management, CICS, Retirement, Microsoft Applications, SDLC, Agile Methodolgy, Total Quality Assurance, Use Case Analysis, User Acceptance Testing, Situational Leadership, 401(K) Plans, OmniPlan/OmniPlus, Toad 9.0, MVS JCL, Unix/Linux Scripting
Education
Worcester Polytechnic Institute 1970 — 1974
Bachelor of Science (BS), Mathematics and Computer Science
Seton Hall University 1979 — 1981
Master of Business Administration (MBA)
Fidelity Investments March 2015 - May 2015
LeapFrog Systems 2013 - May 2015
TIAA-CREF 2013 - 2014
ING 2008 - 2012
CitiStreet 2005 - 2008
CitiStreet 1999 - 2005
Teknor Apex Company 1991 - 1999
AT&T 1975 - 1989
Skills
Business Requirements, Business Process, Software Development, COBOL, SQL, Web Applications, Project Management, CICS, Retirement, Microsoft Applications, SDLC, Agile Methodolgy, Total Quality Assurance, Use Case Analysis, User Acceptance Testing, Situational Leadership, 401(K) Plans, OmniPlan/OmniPlus, Toad 9.0, MVS JCL, Unix/Linux Scripting
Education
Worcester Polytechnic Institute 1970 — 1974
Bachelor of Science (BS), Mathematics and Computer Science
Seton Hall University 1979 — 1981
Master of Business Administration (MBA)
Matthew Soens's CitiStreet Experience April 2007 - June 2008
Job ERISA Consulant; Retired Attorney
Industry Insurance
Experience
Premier Medical Corporation August 2012 - Present
ING December 2009 - June 2012
ING July 2008 - December 2009
CitiStreet April 2007 - June 2008
CitiStreet April 2006 - March 2007
CitiStreet January 2005 - March 2006
Peak Promotions 2004 - 2004
Skills
ERISA, 401k, Business Analysis, Retirement, Management, Profit Sharing, Pensions, Microsoft Office, Legal Research, Legal Writing, Form 5500, Nondiscrimination..., Risk Management, Insurance, Process Improvement, Financial Services, Project Management, Adobe Acrobat, Relius Government Forms, Leadership, Consulting, Defined Benefit, Securities, OmniStation, Large-scale service..., Training, Training Material, 403b, Legal analysis, SAS70, SSAE 16, Sarbanes-Oxley Act, Business Continuity, Internal Controls, Six Sigma, User Acceptance Testing, Quality Assurance, OMNI, ASC Compliance Testing, Visio, PowerImage, Lotus Notes
Education
Rutgers University School of Law - Newark 2008 — 2012
J.D.
Rutgers University-New Brunswick 2000 — 2004
B.A., Psychology, Chemistry
Premier Medical Corporation August 2012 - Present
ING December 2009 - June 2012
ING July 2008 - December 2009
CitiStreet April 2007 - June 2008
CitiStreet April 2006 - March 2007
CitiStreet January 2005 - March 2006
Peak Promotions 2004 - 2004
Skills
ERISA, 401k, Business Analysis, Retirement, Management, Profit Sharing, Pensions, Microsoft Office, Legal Research, Legal Writing, Form 5500, Nondiscrimination..., Risk Management, Insurance, Process Improvement, Financial Services, Project Management, Adobe Acrobat, Relius Government Forms, Leadership, Consulting, Defined Benefit, Securities, OmniStation, Large-scale service..., Training, Training Material, 403b, Legal analysis, SAS70, SSAE 16, Sarbanes-Oxley Act, Business Continuity, Internal Controls, Six Sigma, User Acceptance Testing, Quality Assurance, OMNI, ASC Compliance Testing, Visio, PowerImage, Lotus Notes
Education
Rutgers University School of Law - Newark 2008 — 2012
J.D.
Rutgers University-New Brunswick 2000 — 2004
B.A., Psychology, Chemistry
Roger Warman Roger Warman's CitiStreet Experience June 2006 - September 2007
Job Printing Professional
Industry Printing
Experience
WorkflowOne 2008 - 2012
US Navy August 2000 - November 2010
CitiStreet June 2006 - September 2007
Skills
Process Improvement, Inventory Management, Customer Service, Call Center, Leadership, Troubleshooting, Team Leadership, Training
Education
Wright State University 2011 — 2014
Bachelor's degree, International/Global Studies
Sinclair Community College 2011 — 2012
WorkflowOne 2008 - 2012
US Navy August 2000 - November 2010
CitiStreet June 2006 - September 2007
Skills
Process Improvement, Inventory Management, Customer Service, Call Center, Leadership, Troubleshooting, Team Leadership, Training
Education
Wright State University 2011 — 2014
Bachelor's degree, International/Global Studies
Sinclair Community College 2011 — 2012
Daniel Keleher Daniel Keleher's CitiStreet Experience 2000 - 2006
Job Experienced QA Analyst and Information Professional
Industry Information Technology and Services
Experience
Emmanuel College 2012 - Present
ING 2006 - Present
CitiStreet 2000 - 2006
State Street 1999 - 2000
State Street 1997 - 1999
Skills
Excel, Word, Quality Assurance, Customer Relations, Testing, Microsoft Office, Research, Writing, Problem Solving, Test Planning, Customer Service, PowerPoint, Blogging, Databases, Library Reference, Microsoft Excel, Windows, WordPress, Microsoft Word, SharePoint
Education
Simmons Graduate School of Library and Information Science 2007 — 2011
MS, Library and Information Science
The Johns Hopkins University 1988 — 1992
Bachelor of Science, History
Emmanuel College 2012 - Present
ING 2006 - Present
CitiStreet 2000 - 2006
State Street 1999 - 2000
State Street 1997 - 1999
Skills
Excel, Word, Quality Assurance, Customer Relations, Testing, Microsoft Office, Research, Writing, Problem Solving, Test Planning, Customer Service, PowerPoint, Blogging, Databases, Library Reference, Microsoft Excel, Windows, WordPress, Microsoft Word, SharePoint
Education
Simmons Graduate School of Library and Information Science 2007 — 2011
MS, Library and Information Science
The Johns Hopkins University 1988 — 1992
Bachelor of Science, History
David Plante MSF's CitiStreet Experience 2000 - 2001
Job Director of Performance Reporting & Data Reconciliation at Commonwealth
Industry Financial Services
Experience
Commonwealth Financial Network October 2011 - Present
Citisoft May 2011 - September 2011
Thomson Reuters September 2008 - May 2011
Orbis Solutions November 2007 - September 2008
iX Partners February 2006 - November 2007
Grantham, Mayo, Van Otterloo & Co LLC 2005 - 2006
Eagle Investment Systems 2003 - 2005
Venture Financial Services Group 2001 - 2003
CitiStreet 2000 - 2001
Liberty Funds Group 2000 - 2000
Skills
Operations Management, Back Office, Performance Analysis, Performance Measurement, Performance Attribution, Risk Analysis, Operational Risk..., Software Project..., Project Implementation, Program Management, Outsourcing, IT Outsourcing, Outsourcing Management, Data Warehousing, Relational Databases, SQL Server, Oracle SQL, SQL, Business Analysis, Business Strategy, Business Requirements, Marketing Strategy, Strategic Planning, Budget Management, Budgeting, RFP preparation, RFP, Contract Negotiation, SLA, Vendor Management, Third Parties, Offshore Resource..., Quality Assurance, Test Planning, Sales Support, SAS70, SaaS, Client Service, Client Relationship..., Project Finance, Professional Services, Management Consulting, Talent Management, Career Development, Procedure Development, Procedure Analysis, Functional..., Asset Managment, Equities, SSAE16
Education
Suffolk University - Sawyer School of Management 1998 — 2000
Master of Science in Finance, MSF
University of Massachusetts Lowell 1982 — 1990
BSBA, Finance and Marketing
Bishop Guertin HS 1978 — 1982
Commonwealth Financial Network October 2011 - Present
Citisoft May 2011 - September 2011
Thomson Reuters September 2008 - May 2011
Orbis Solutions November 2007 - September 2008
iX Partners February 2006 - November 2007
Grantham, Mayo, Van Otterloo & Co LLC 2005 - 2006
Eagle Investment Systems 2003 - 2005
Venture Financial Services Group 2001 - 2003
CitiStreet 2000 - 2001
Liberty Funds Group 2000 - 2000
Skills
Operations Management, Back Office, Performance Analysis, Performance Measurement, Performance Attribution, Risk Analysis, Operational Risk..., Software Project..., Project Implementation, Program Management, Outsourcing, IT Outsourcing, Outsourcing Management, Data Warehousing, Relational Databases, SQL Server, Oracle SQL, SQL, Business Analysis, Business Strategy, Business Requirements, Marketing Strategy, Strategic Planning, Budget Management, Budgeting, RFP preparation, RFP, Contract Negotiation, SLA, Vendor Management, Third Parties, Offshore Resource..., Quality Assurance, Test Planning, Sales Support, SAS70, SaaS, Client Service, Client Relationship..., Project Finance, Professional Services, Management Consulting, Talent Management, Career Development, Procedure Development, Procedure Analysis, Functional..., Asset Managment, Equities, SSAE16
Education
Suffolk University - Sawyer School of Management 1998 — 2000
Master of Science in Finance, MSF
University of Massachusetts Lowell 1982 — 1990
BSBA, Finance and Marketing
Bishop Guertin HS 1978 — 1982
Brian Kane, CPC, QPA, QKA Brian Kane, CPC, QPA, QKA's CitiStreet Experience March 1997 - August 2000
Job Business Development Manager at Preferred Pension Planning
Industry Financial Services
Experience
Preferred Pension Planning August 2000 - Present
Citistreet March 1997 - August 2000
Skills
Pensions, 401k, Retirement, Investment Strategies, Retirement Plan...
Education
Rutgers University-New Brunswick
B.A., Economics
Preferred Pension Planning August 2000 - Present
Citistreet March 1997 - August 2000
Skills
Pensions, 401k, Retirement, Investment Strategies, Retirement Plan...
Education
Rutgers University-New Brunswick
B.A., Economics
Brikely (Suarez) Cox's CitiStreet Experience January 2007 - July 2008
Job Informationist Project Manager | Business Analyst | Financial Services & Retirement Services Consultant
Industry Financial Services
Experience
Knowledgent October 2013 - Present
ING U.S. July 2008 - March 2013
CitiStreet January 2007 - July 2008
CitiStreet January 2005 - January 2007
CitiStreet May 2001 - January 2005
ExpertPlan, Inc. - (Acquired by Ascensus in 2013) June 2000 - May 2001
The Copeland Companies November 1995 - June 2000
Skills
Product Management, Process Improvement, Business Analysis, Cross-functional Team..., Product Development, Series 6, Business Process..., Marketing, Project Management, Financial Services, Six Sigma, Account Management, Management, Outsourcing, Series 63, Product Marketing, Requirements Gathering, 401k, Requirements Analysis, Risk Management, Leadership, Six Sigman Green Belt, Vendor Management, Team Leadership, Microsoft Office, Business Strategy, Relationship Management, Project Management..., Microsoft Office..., Bilingual Spanish, ASPPA Cerified, Website Development, IBM BPM, PMI Trained
Education
Rutgers Business School - Center for Management Development
Mini MBA, Business Essentials
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (B.A.), Communication Spanish
Knowledgent October 2013 - Present
ING U.S. July 2008 - March 2013
CitiStreet January 2007 - July 2008
CitiStreet January 2005 - January 2007
CitiStreet May 2001 - January 2005
ExpertPlan, Inc. - (Acquired by Ascensus in 2013) June 2000 - May 2001
The Copeland Companies November 1995 - June 2000
Skills
Product Management, Process Improvement, Business Analysis, Cross-functional Team..., Product Development, Series 6, Business Process..., Marketing, Project Management, Financial Services, Six Sigma, Account Management, Management, Outsourcing, Series 63, Product Marketing, Requirements Gathering, 401k, Requirements Analysis, Risk Management, Leadership, Six Sigman Green Belt, Vendor Management, Team Leadership, Microsoft Office, Business Strategy, Relationship Management, Project Management..., Microsoft Office..., Bilingual Spanish, ASPPA Cerified, Website Development, IBM BPM, PMI Trained
Education
Rutgers Business School - Center for Management Development
Mini MBA, Business Essentials
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (B.A.), Communication Spanish
David Crosson David Crosson's CitiStreet Experience October 2006 - March 2008
Job Pharmacy Project Manager at Towers Watson
Industry Pharmaceuticals
Experience
Towers Watson July 2014 - Present
Express Scripts July 2012 - July 2014
Express Scripts (Formerly Medco Health Solutions, Inc.) July 2011 - July 2012
Express Scripts (Formerly Medco Health Solutions, Inc,) February 2008 - July 2011
CitiStreet October 2006 - March 2008
Colonial Surety Company October 2005 - October 2006
J. Walter Thompson January 2005 - August 2005
Skills
Editing, Brand Management, Proposal Writing, Direct Marketing, Advertising, Project Management, Strategic Sales, Writing, Television, Microsoft Office, Strategic Planning, Copy Editing, RFP, Broadcast, Newsletters, Management, Employee Benefits, Account Management
Education
Rutgers University-New Brunswick 2003 — 2005
Bachelor's, Economics
Towers Watson July 2014 - Present
Express Scripts July 2012 - July 2014
Express Scripts (Formerly Medco Health Solutions, Inc.) July 2011 - July 2012
Express Scripts (Formerly Medco Health Solutions, Inc,) February 2008 - July 2011
CitiStreet October 2006 - March 2008
Colonial Surety Company October 2005 - October 2006
J. Walter Thompson January 2005 - August 2005
Skills
Editing, Brand Management, Proposal Writing, Direct Marketing, Advertising, Project Management, Strategic Sales, Writing, Television, Microsoft Office, Strategic Planning, Copy Editing, RFP, Broadcast, Newsletters, Management, Employee Benefits, Account Management
Education
Rutgers University-New Brunswick 2003 — 2005
Bachelor's, Economics
Rachel Ungurean Rachel Ungurean's CitiStreet Experience June 2006 - October 2007
Job Merchandise Communications Project Manager at Bed Bath & Beyond
Industry Retail
Experience
Bed Bath & Beyond July 2012 - April 2015
PricewaterhouseCoopers October 2011 - July 2012
PricewaterhouseCoopers October 2009 - October 2011
PricewaterhouseCoopers October 2007 - October 2009
CitiStreet June 2006 - October 2007
CitiStreet October 2005 - June 2006
Barnes & Noble College Booksellers August 2003 - October 2005
Skills
Internal Communications, Project Management, Corporate Communications, Marketing Communications, Writing, Editing, Executive Communications, Marketing Strategy, Editorial, Content Strategy, Content Management, Content Development, Marketing, Interviews, Copywriting, Digital Marketing, Communication Training
Education
Rutgers, The State University of New Jersey-New Brunswick 1996 — 2000
B.A., English, with Honors
Hillsborough High School
Bed Bath & Beyond July 2012 - April 2015
PricewaterhouseCoopers October 2011 - July 2012
PricewaterhouseCoopers October 2009 - October 2011
PricewaterhouseCoopers October 2007 - October 2009
CitiStreet June 2006 - October 2007
CitiStreet October 2005 - June 2006
Barnes & Noble College Booksellers August 2003 - October 2005
Skills
Internal Communications, Project Management, Corporate Communications, Marketing Communications, Writing, Editing, Executive Communications, Marketing Strategy, Editorial, Content Strategy, Content Management, Content Development, Marketing, Interviews, Copywriting, Digital Marketing, Communication Training
Education
Rutgers, The State University of New Jersey-New Brunswick 1996 — 2000
B.A., English, with Honors
Hillsborough High School
Pamela Carew Pamela Carew's CitiStreet Experience January 2001 - September 2003
Job Architectural AutoCAD Drafting / Administrative Assistant
Industry Architecture & Planning
Experience
PCdrafting 2008 - Present
Barnstable County Agricultural Society March 2011 - Present
Schwartz Design Showroom November 2003 - July 2008
CitiStreet January 2001 - September 2003
Merrill Lynch July 1996 - January 2001
AT&T September 1994 - June 1996
Skills
Access, Analysis, Payroll, Program Management, Time Management, Microsoft Excel, Customer Service, QuickBooks, Sales, Unix, Spreadsheets, Visio, Microsoft Office, Project Management, Process Improvement, Business Analysis, Team Building, Recruiting, AutoCAD drafting, Interior Design, Software Documentation, Performance Management, Human Resources
Education
The University of Connecticut
Bachelor of Fine Arts (B.F.A.), Graphic Design
Berkeley College - Paramus, NJ
Associate of Science (A.S.), Interior Design
Computer Processing Institute
certificate, Mainframe Computer Programming
PCdrafting 2008 - Present
Barnstable County Agricultural Society March 2011 - Present
Schwartz Design Showroom November 2003 - July 2008
CitiStreet January 2001 - September 2003
Merrill Lynch July 1996 - January 2001
AT&T September 1994 - June 1996
Skills
Access, Analysis, Payroll, Program Management, Time Management, Microsoft Excel, Customer Service, QuickBooks, Sales, Unix, Spreadsheets, Visio, Microsoft Office, Project Management, Process Improvement, Business Analysis, Team Building, Recruiting, AutoCAD drafting, Interior Design, Software Documentation, Performance Management, Human Resources
Education
The University of Connecticut
Bachelor of Fine Arts (B.F.A.), Graphic Design
Berkeley College - Paramus, NJ
Associate of Science (A.S.), Interior Design
Computer Processing Institute
certificate, Mainframe Computer Programming
Manish Chopra's CitiStreet Experience 2002 - 2005
Job Big Data Specialist at Crestron Electronics
Industry Financial Services
Experience
Crestron Electronics March 2014 - Present
MetLife November 2005 - March 2014
CitiStreet 2002 - 2005
Dynax Solutions August 2001 - August 2002
Tact Solution January 2000 - July 2001
IBM September 1998 - December 1999
Skills
Big Data, Hadoop, Cloudera CDH, MapReduce, HBase, Hive, Apache Pig, Java, Powershell, MySQL, Applications Software...
Education
Rutgers University-New Brunswick 2003 — 2007
MBA, Finance
Pune University 1994 — 1996
MCM, Computers
Crestron Electronics March 2014 - Present
MetLife November 2005 - March 2014
CitiStreet 2002 - 2005
Dynax Solutions August 2001 - August 2002
Tact Solution January 2000 - July 2001
IBM September 1998 - December 1999
Skills
Big Data, Hadoop, Cloudera CDH, MapReduce, HBase, Hive, Apache Pig, Java, Powershell, MySQL, Applications Software...
Education
Rutgers University-New Brunswick 2003 — 2007
MBA, Finance
Pune University 1994 — 1996
MCM, Computers
De'Borah Rogokos's CitiStreet Experience September 1997 - December 2006
Job Owner, Hamilton Financial Network and Financial Services Consultant
Industry Financial Services
Experience
Hamilton Financial Network August 2005 - Present
Hamilton Financial Network January 2002 - Present
Athem Blue Cross 2005 - 2009
Aflac 2004 - 2009
CitiStreet September 1997 - December 2006
CitiStreet 1997 - 2006
creative coaching 2005 - 2005
Prison fellowsip ministries 2002 - 2005
Pacific Bell communication co. 1972 - 1985
Education
University of Phoenix
business
University of California, Los Angeles
liberal arts and real estate
Hamilton Financial Network August 2005 - Present
Hamilton Financial Network January 2002 - Present
Athem Blue Cross 2005 - 2009
Aflac 2004 - 2009
CitiStreet September 1997 - December 2006
CitiStreet 1997 - 2006
creative coaching 2005 - 2005
Prison fellowsip ministries 2002 - 2005
Pacific Bell communication co. 1972 - 1985
Education
University of Phoenix
business
University of California, Los Angeles
liberal arts and real estate
Ron Kaplan QKA's CitiStreet Experience December 1996 - March 2004
Job Relationship Manager Retirement Division at CheckPoint HR
Industry Financial Services
Experience
CheckPoint HR June 2012 - Present
ExpertPlan, Inc. November 2004 - April 2012
CitiStreet December 1996 - March 2004
Skills
401k, Retirement, Pensions, ERISA, Retirement Planning, Mutual Funds, Wealth Management, Employee Benefits, Financial Services, FINRA, Qualified Retirement..., Financial Advisory, Retirement Plan..., Relationship Management, Series 6, Series 63, Life Insurance
Education
The College of New Jersey 1987 — 1990
Bachelor of Science, Economics
The College of New Jersey 1986 — 1990
Bachelor of Science (B.S.), Economics
CheckPoint HR June 2012 - Present
ExpertPlan, Inc. November 2004 - April 2012
CitiStreet December 1996 - March 2004
Skills
401k, Retirement, Pensions, ERISA, Retirement Planning, Mutual Funds, Wealth Management, Employee Benefits, Financial Services, FINRA, Qualified Retirement..., Financial Advisory, Retirement Plan..., Relationship Management, Series 6, Series 63, Life Insurance
Education
The College of New Jersey 1987 — 1990
Bachelor of Science, Economics
The College of New Jersey 1986 — 1990
Bachelor of Science (B.S.), Economics
Denise M. Garafola's CitiStreet Experience August 2007 - Present
Job VP H&W Operations at CitiStreet
Industry Human Resources
Experience
CitiStreet August 2007 - Present
Hewitt Associates 1998 - 2005
Education
State University of New York College at Buffalo
MS, Vocational Technical Education
CitiStreet August 2007 - Present
Hewitt Associates 1998 - 2005
Education
State University of New York College at Buffalo
MS, Vocational Technical Education
Alan P Curley CFP®'s CitiStreet Experience November 1999 - September 2002
Job Registered Representative at The Legend Group
Industry Financial Services
Experience
The Legend Group September 2002 - Present
CitiStreet November 1999 - September 2002
Skills
Financial Services, Disability Insurance, Qualified Retirement..., Financial Analysis, Employee Benefits
Education
San Diego State University-California State University
Bachelor of Arts (B.A.), Economics
The Legend Group September 2002 - Present
CitiStreet November 1999 - September 2002
Skills
Financial Services, Disability Insurance, Qualified Retirement..., Financial Analysis, Employee Benefits
Education
San Diego State University-California State University
Bachelor of Arts (B.A.), Economics
Chris Navarro's CitiStreet Experience 1998 - 2005
Job Practice Leader, Global Process Organization at NorthgateArinso
Industry Outsourcing/Offshoring
Experience
NorgthgateArinso 2005 - Present
CitiStreet 1998 - 2005
Education
St. Lawrence University 1981 — 1985
NorgthgateArinso 2005 - Present
CitiStreet 1998 - 2005
Education
St. Lawrence University 1981 — 1985
Kim Quadrozzi's CitiStreet Experience November 2006 - March 2008
Job Business Systems Analyst at SunTrust Mortgage, Inc.
Industry Financial Services
Experience
SunTrust Mortgage April 2013 - Present
Capital One August 2010 - March 2013
Bank of America March 2008 - March 2009
Citistreet November 2006 - March 2008
CitiStreet, a division of Citigroup 2006 - 2008
TSYS 1994 - 2006
Education
University of Central Florida 1986 — 1989
SunTrust Mortgage April 2013 - Present
Capital One August 2010 - March 2013
Bank of America March 2008 - March 2009
Citistreet November 2006 - March 2008
CitiStreet, a division of Citigroup 2006 - 2008
TSYS 1994 - 2006
Education
University of Central Florida 1986 — 1989
Naliny Cabrales's CitiStreet Experience September 1999 - June 2004
Job VP, Marketing at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2009 - Present
UBS Wealth Management 2005 - November 2009
Metropolitan Life Insurance Company June 2004 - April 2005
CitiStreet September 1999 - June 2004
Skills
Marketing, Financial Services, Wealth Management, Strategy, Product Marketing, 401k, Retirement, Wealth Management..., Banking, Integrated Marketing
Education
Rutgers, The State University of New Jersey-New Brunswick 1993 — 1998
Merrill Lynch November 2009 - Present
UBS Wealth Management 2005 - November 2009
Metropolitan Life Insurance Company June 2004 - April 2005
CitiStreet September 1999 - June 2004
Skills
Marketing, Financial Services, Wealth Management, Strategy, Product Marketing, 401k, Retirement, Wealth Management..., Banking, Integrated Marketing
Education
Rutgers, The State University of New Jersey-New Brunswick 1993 — 1998
Holly Schadewald's CitiStreet Experience 1999 - 2006
Job Business Analyst at SunGard
Industry Information Technology and Services
Experience
SunGard October 2013 - Present
SUNGARD INTERNATIONAL October 2010 - October 2013
Inverness Center October 2009 - October 2010
Inverness Center November 2006 - October 2009
CitiStreet 1999 - 2006
Skills
401k, Business Requirements, Business Analysis, Mutual Funds, SDLC, Visio, Process Improvement, Pensions, Requirements Analysis, Software Documentation, SQL, Securities, Quality Assurance, Software Development, Management, Testing, Requirements Gathering, MS Project, PMO, Software Project...
Education
The College of New Jersey 1987 — 1994
Bachelors of Arts, Fine Art
Trenton State College
BA, Fine Arts
SunGard October 2013 - Present
SUNGARD INTERNATIONAL October 2010 - October 2013
Inverness Center October 2009 - October 2010
Inverness Center November 2006 - October 2009
CitiStreet 1999 - 2006
Skills
401k, Business Requirements, Business Analysis, Mutual Funds, SDLC, Visio, Process Improvement, Pensions, Requirements Analysis, Software Documentation, SQL, Securities, Quality Assurance, Software Development, Management, Testing, Requirements Gathering, MS Project, PMO, Software Project...
Education
The College of New Jersey 1987 — 1994
Bachelors of Arts, Fine Art
Trenton State College
BA, Fine Arts
Denis Kelleher's CitiStreet Experience October 1998 - October 2005
Job New Business Development at Voya Financial
Industry Financial Services
Experience
Voya Financial May 2013 - Present
ING U.S. October 2005 - May 2013
CitiStreet October 1998 - October 2005
State Street July 1997 - October 1998
Skills
Retirement, Retirement Planning, Investments, 401k, Series 6, Financial Advisory, Pensions, Strategic Financial..., Finance, Leadership, Mutual Funds, Series 63, FINRA, IRAs, Public Speaking, Asset Allocation, Financial Planning, CMFC, CRPC, Series 65, Financial Services
Education
College for Financial Planning 1998 — 1999
CRPC & CMFC, Financial Planning
Stonehill College 1993 — 1997
Bachelor of Science Business Administration, Accounting / Management Information Systems
Marshfield High School 1988 — 1993
Voya Financial May 2013 - Present
ING U.S. October 2005 - May 2013
CitiStreet October 1998 - October 2005
State Street July 1997 - October 1998
Skills
Retirement, Retirement Planning, Investments, 401k, Series 6, Financial Advisory, Pensions, Strategic Financial..., Finance, Leadership, Mutual Funds, Series 63, FINRA, IRAs, Public Speaking, Asset Allocation, Financial Planning, CMFC, CRPC, Series 65, Financial Services
Education
College for Financial Planning 1998 — 1999
CRPC & CMFC, Financial Planning
Stonehill College 1993 — 1997
Bachelor of Science Business Administration, Accounting / Management Information Systems
Marshfield High School 1988 — 1993
Brandy Stoddard Eger, PHR's CitiStreet Experience 2000 - 2006
Job SVP, HR Shared Services
Industry Financial Services
Experience
Citi 2011 - Present
FSV Payment Systems October 2006 - January 2011
CitiStreet 2000 - 2006
Humana 1998 - 2000
Skills
Employee Benefits, Recruiting, PeopleSoft, Call Centers, Personnel Management, Training, Employee Engagement, Employee Training, Performance Management, Benefits Administration, Change Management, Coaching, Customer Service, Employee Relations, HRIS, Human Resources, Process Improvement, Retirement, Risk Management, Succession Planning, Talent Acquisition, Talent Management, Vendor Management, Business Process..., Financial Services, Leadership, Management, Team Building, Leadership Development
Education
Stetson University 1992 — 1996
Bachelor of Arts (B.A.), Sociology & Marketing
Citi 2011 - Present
FSV Payment Systems October 2006 - January 2011
CitiStreet 2000 - 2006
Humana 1998 - 2000
Skills
Employee Benefits, Recruiting, PeopleSoft, Call Centers, Personnel Management, Training, Employee Engagement, Employee Training, Performance Management, Benefits Administration, Change Management, Coaching, Customer Service, Employee Relations, HRIS, Human Resources, Process Improvement, Retirement, Risk Management, Succession Planning, Talent Acquisition, Talent Management, Vendor Management, Business Process..., Financial Services, Leadership, Management, Team Building, Leadership Development
Education
Stetson University 1992 — 1996
Bachelor of Arts (B.A.), Sociology & Marketing
Dean Lupari's CitiStreet Experience 1996 - 2008
Job Senior Technical Writer at ING
Industry Writing and Editing
Experience
ING January 1996 - Present
CitiStreet 1996 - 2008
Skills
HTML
Education
University of Central Florida 1992 — 1994
ING January 1996 - Present
CitiStreet 1996 - 2008
Skills
HTML
Education
University of Central Florida 1992 — 1994
Loc-Uyen (Queenie) Pham's CitiStreet Experience March 2000 - June 2007
Job BA at Voya
Industry Financial Services
Experience
Voya May 2008 - Present
Citistreet Australia Pty Limited June 2007 - May 2008
CitiStreet March 2000 - June 2007
George Berham January 1998 - March 2000
Skills
Business Analysis, Requirements Gathering, Requirements Analysis, Vendor Management, Risk Management, Business Requirements, User Acceptance Testing, Project Management, Analysis
Education
Syracuse University 1993 — 1997
Bachelor of Applied Science (BASc), Information Technology
Voya May 2008 - Present
Citistreet Australia Pty Limited June 2007 - May 2008
CitiStreet March 2000 - June 2007
George Berham January 1998 - March 2000
Skills
Business Analysis, Requirements Gathering, Requirements Analysis, Vendor Management, Risk Management, Business Requirements, User Acceptance Testing, Project Management, Analysis
Education
Syracuse University 1993 — 1997
Bachelor of Applied Science (BASc), Information Technology
Kathy Lovell's CitiStreet Experience 2007 - Present
Job Risk Analyst
Industry Financial Services
Experience
CitiStreet 2007 - Present
ING 2007 - Present
MetLife May 1997 - March 2007
Metropolitan Life 1997 - 2007
Putnam Investments 1984 - 2007
Skills
Retirement, Financial Services, Investments, Process Improvement, Mutual Funds, 401k, Risk Management, Business Analysis, Securities, Relationship Management, SDLC, Alternative Investments
Education
Suffolk University
CitiStreet 2007 - Present
ING 2007 - Present
MetLife May 1997 - March 2007
Metropolitan Life 1997 - 2007
Putnam Investments 1984 - 2007
Skills
Retirement, Financial Services, Investments, Process Improvement, Mutual Funds, 401k, Risk Management, Business Analysis, Securities, Relationship Management, SDLC, Alternative Investments
Education
Suffolk University
Gary DiLoreto's CitiStreet Experience April 2002 - April 2005
Job Regional Retirement Specialist for California/Senior Sales Rep for Principal Financial Group/Princor Registered Rep
Industry Financial Services
Experience
Principal Financial Group October 2010 - Present
ADP September 2008 - October 2010
Indymac Bank April 2007 - November 2007
Argent Mortgage 2005 - 2007
CitiStreet April 2002 - April 2005
Skills
Retirement Planning, Retirement, 401k, Business Development, Communication
Education
State University of New York College at Oneonta 1996 — 2000
Bachelor of Arts (B.A.), Economics
SUNY Oneonta
Economics
Principal Financial Group October 2010 - Present
ADP September 2008 - October 2010
Indymac Bank April 2007 - November 2007
Argent Mortgage 2005 - 2007
CitiStreet April 2002 - April 2005
Skills
Retirement Planning, Retirement, 401k, Business Development, Communication
Education
State University of New York College at Oneonta 1996 — 2000
Bachelor of Arts (B.A.), Economics
SUNY Oneonta
Economics
Peter Calcao's CitiStreet Experience 1999 - July 2008
Job Client Transition Manager at Voya
Industry Investment Management
Experience
Voya Financial July 2008 - Present
CitiStreet 1999 - July 2008
Education
Rutgers University-New Brunswick 1996 — 1998
Voya Financial July 2008 - Present
CitiStreet 1999 - July 2008
Education
Rutgers University-New Brunswick 1996 — 1998
Sharon F. Bridges's CitiStreet Experience 2005 - 2009
Job Project Mangement Director, PMP
Industry Information Technology and Services
Experience
ING February 2000 - Present
Citistreet 2005 - 2009
Mortgage Flex September 1998 - February 2000
Skills
Business Analysis, SDLC, Vendor Management, Requirements Analysis, Process Improvement, Quality Assurance, Management, Software Project...
Education
The University of Southern Mississippi 1986 — 1991
ING February 2000 - Present
Citistreet 2005 - 2009
Mortgage Flex September 1998 - February 2000
Skills
Business Analysis, SDLC, Vendor Management, Requirements Analysis, Process Improvement, Quality Assurance, Management, Software Project...
Education
The University of Southern Mississippi 1986 — 1991
Lisa Mills PMP, ACP candidate's CitiStreet Experience 2004 - 2007
Job Sr IT /Business Project Manager
Industry Insurance
Experience
Conffidential January 2015 - Present
Florida Blue January 2014 - July 2014
Hosptial August 2013 - January 2014
Optum Health Services (Canada) Ltd. November 2010 - August 2013
WellPoint June 2010 - November 2010
Horizon Blue Cross Blue Shield of New Jersey August 2009 - February 2010
Adaptis May 2008 - November 2008
HMSA 2007 - 2008
CitiStreet 2004 - 2007
Skills
Six Sigma, ICD 10, Business Analysis, Web Design, Compliance, HIPAA, 5010, Impact Assessment, Remediation, SDLC, ICD-10, Medicare, Software Documentation, Business Process, Quality Assurance, Program Management, Process Improvement, Analysis, Agile Methodologies, Business Requirements, Project Management, Leadership, Waterfall, Systems Analysis, Project Planning, Vendor Management, Business Process..., Requirements Gathering, Visio, Management, IC10 Testing, Integration, PMP, PMO, Training, Information Technology, Business Process..., Project Portfolio..., SharePoint, Requirements Analysis, Resource Management, Software Project..., IT Strategy, MS Project, IT Management, Project Delivery, Healthcare Information..., Business Intelligence, Team Building, Testing
Education
Southern Illinois University, Carbondale 1995 — 1999
B.S., Workforce Education, Training and Development
Andrew Jackson High School
PMI
PMP Certified, In good standing
Conffidential January 2015 - Present
Florida Blue January 2014 - July 2014
Hosptial August 2013 - January 2014
Optum Health Services (Canada) Ltd. November 2010 - August 2013
WellPoint June 2010 - November 2010
Horizon Blue Cross Blue Shield of New Jersey August 2009 - February 2010
Adaptis May 2008 - November 2008
HMSA 2007 - 2008
CitiStreet 2004 - 2007
Skills
Six Sigma, ICD 10, Business Analysis, Web Design, Compliance, HIPAA, 5010, Impact Assessment, Remediation, SDLC, ICD-10, Medicare, Software Documentation, Business Process, Quality Assurance, Program Management, Process Improvement, Analysis, Agile Methodologies, Business Requirements, Project Management, Leadership, Waterfall, Systems Analysis, Project Planning, Vendor Management, Business Process..., Requirements Gathering, Visio, Management, IC10 Testing, Integration, PMP, PMO, Training, Information Technology, Business Process..., Project Portfolio..., SharePoint, Requirements Analysis, Resource Management, Software Project..., IT Strategy, MS Project, IT Management, Project Delivery, Healthcare Information..., Business Intelligence, Team Building, Testing
Education
Southern Illinois University, Carbondale 1995 — 1999
B.S., Workforce Education, Training and Development
Andrew Jackson High School
PMI
PMP Certified, In good standing
Casandra Ghimpu's CitiStreet Experience 2002 - 2008
Job Application Support Engineer at Lender Processing Services, Inc. (LPS)
Industry Information Technology and Services
Shannon Doyle's CitiStreet Experience November 2000 - September 2003
Job Interface Operations at Bank of America Merrill Lynch
Industry Financial Services
Experience
NorthgateArinso July 2014 - Present
Bank of America Merrill Lynch July 2007 - July 2014
Merrill Lynch July 2007 - June 2010
EverBank May 2006 - July 2007
Fidelity National Financial September 2003 - May 2006
CitiStreet November 2000 - September 2003
KING COMPANIES August 2000 - November 2000
Orlando Regional Medical Center April 2000 - June 2000
LandSafe Title March 1999 - August 1999
Skills
Employee Benefits, Pensions, Payroll, Accounting, Auditing, Management, Financial Services, Program Management, System Administration, Internal Audit, Retirement
Education
University of Central Florida - College of Business Administration 1998 — 2000
Bachelor's degree, Management Information Systems, General
NorthgateArinso July 2014 - Present
Bank of America Merrill Lynch July 2007 - July 2014
Merrill Lynch July 2007 - June 2010
EverBank May 2006 - July 2007
Fidelity National Financial September 2003 - May 2006
CitiStreet November 2000 - September 2003
KING COMPANIES August 2000 - November 2000
Orlando Regional Medical Center April 2000 - June 2000
LandSafe Title March 1999 - August 1999
Skills
Employee Benefits, Pensions, Payroll, Accounting, Auditing, Management, Financial Services, Program Management, System Administration, Internal Audit, Retirement
Education
University of Central Florida - College of Business Administration 1998 — 2000
Bachelor's degree, Management Information Systems, General
Eric V. Kurtz's CitiStreet Experience 1995 - 1998
Job Director Ascensus Consulting, an Ascensus Company
Industry Financial Services
Experience
Ascensus Consulting Services, an Ascensus Company January 2008 - Present
Legg Mason April 1995 - May 2007
Citigroup 2003 - 2006
CitiStreet 1995 - 1998
Skills
401k, Retirement, Mutual Funds, Series 7, Retirement Planning, Relationship Management, Series 6, Series 63
Education
Richard Stockton College of New Jersey 1986 — 1990
Ascensus Consulting Services, an Ascensus Company January 2008 - Present
Legg Mason April 1995 - May 2007
Citigroup 2003 - 2006
CitiStreet 1995 - 1998
Skills
401k, Retirement, Mutual Funds, Series 7, Retirement Planning, Relationship Management, Series 6, Series 63
Education
Richard Stockton College of New Jersey 1986 — 1990
Shayne McCamie, MHRM, GPHR's CitiStreet Experience 2001 - 2004
Job Assistant Director
Industry Human Resources
Experience
Ernst & Young September 2012 - Present
Dow Jones October 2010 - September 2012
Tyco Flow Control January 2008 - October 2010
Siemens Shared Services 2005 - 2007
Deloitte Tax May 2004 - November 2005
CitiStreet 2001 - 2004
CitiStreet 1998 - January 2001
Riggs Bank 1997 - 1998
American United Life 1997 - 1997
Delaware Charter Guarantee & Trust 1995 - 1997
Skills
Performance Management, Employee Relations, Policy Analysis, Customer Relations, Problem Solving, Benefits Administration, Compensation, HR Policies, Vendor Management, Immigration, Recruitment/Retention, Process Improvement, Budgets, Customer Service, Deferred Compensation, Employee Benefits, Global Mobility, Human Resources, Immigration Law, Leadership, Management, Onboarding, Organizational Design, Personnel Management, Policy, Recruiting, Training
Education
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2005
Masters, Human Resources Management
University of Delaware 1990 — 1995
Bachelor of Arts, Psychology
Ernst & Young September 2012 - Present
Dow Jones October 2010 - September 2012
Tyco Flow Control January 2008 - October 2010
Siemens Shared Services 2005 - 2007
Deloitte Tax May 2004 - November 2005
CitiStreet 2001 - 2004
CitiStreet 1998 - January 2001
Riggs Bank 1997 - 1998
American United Life 1997 - 1997
Delaware Charter Guarantee & Trust 1995 - 1997
Skills
Performance Management, Employee Relations, Policy Analysis, Customer Relations, Problem Solving, Benefits Administration, Compensation, HR Policies, Vendor Management, Immigration, Recruitment/Retention, Process Improvement, Budgets, Customer Service, Deferred Compensation, Employee Benefits, Global Mobility, Human Resources, Immigration Law, Leadership, Management, Onboarding, Organizational Design, Personnel Management, Policy, Recruiting, Training
Education
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2005
Masters, Human Resources Management
University of Delaware 1990 — 1995
Bachelor of Arts, Psychology
Emily Margoluis Crozier, SPHR, GPHR's CitiStreet Experience March 2002 - March 2006
Job Director, Global Operations Readiness
Industry Human Resources
Experience
NGA HR Services January 2015 - Present
NGA HR Services May 2012 - Present
NGA HR Services March 2011 - May 2012
NorthgateArinso (formerly Convergys) March 2006 - February 2011
CitiStreet March 2002 - March 2006
First Coast YMCA 1997 - 2002
YMCA of Greater Kansas City 1989 - 1997
Skills
Performance Management, Outsourcing, BPO, Employee Benefits, HRIS, CRM, Human Resources, Vendor Management, Management, Leadership
Education
Stephens College 1981 — 1985
BS, Education
NGA HR Services January 2015 - Present
NGA HR Services May 2012 - Present
NGA HR Services March 2011 - May 2012
NorthgateArinso (formerly Convergys) March 2006 - February 2011
CitiStreet March 2002 - March 2006
First Coast YMCA 1997 - 2002
YMCA of Greater Kansas City 1989 - 1997
Skills
Performance Management, Outsourcing, BPO, Employee Benefits, HRIS, CRM, Human Resources, Vendor Management, Management, Leadership
Education
Stephens College 1981 — 1985
BS, Education
Roland Becerra's CitiStreet Experience April 2007 - April 2008
Job Education Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab October 2012 - Present
Charles Schwab April 2008 - October 2012
CitiStreet April 2007 - April 2008
AXA Enterprise 2002 - 2007
Education
The University of Texas at Austin 1979 — 1982
BBA, Finance
Charles Schwab October 2012 - Present
Charles Schwab April 2008 - October 2012
CitiStreet April 2007 - April 2008
AXA Enterprise 2002 - 2007
Education
The University of Texas at Austin 1979 — 1982
BBA, Finance
Christopher Bahn's CitiStreet Experience April 2003 - July 2008
Job Sr Programmer/Analyst at ING Institutional Plan Services, LLC
Industry Information Technology and Services
Experience
ING Institutional Plan Services, LLC July 2008 - Present
Citistreet April 2003 - July 2008
Salomon Smith Barney April 2001 - January 2003
Skills
COBOL, Business Analysis, Requirements Analysis, Visio, SQL, Unix, Software Development, Systems Analysis, Linux, Mainframe, Databases, Integration, JCL, Visual Basic, Microsoft Office, DB2, OmniPlan, OmniPlus
Education
Susquehanna University 1994 — 1997
BA, Marketing
ING Institutional Plan Services, LLC July 2008 - Present
Citistreet April 2003 - July 2008
Salomon Smith Barney April 2001 - January 2003
Skills
COBOL, Business Analysis, Requirements Analysis, Visio, SQL, Unix, Software Development, Systems Analysis, Linux, Mainframe, Databases, Integration, JCL, Visual Basic, Microsoft Office, DB2, OmniPlan, OmniPlus
Education
Susquehanna University 1994 — 1997
BA, Marketing
Ryan J. Eugene's CitiStreet Experience 1990 - 2000
Job Sr. Software Engineer
Industry Retail
Experience
Cost Plus World Market March 2000 - Present
CitiStreet 1990 - 2000
Skills
Databases, .NET, Microsoft SQL Server, SQL, HTML, XML, Visio, Software Development, Windows, C#, JavaScript, SQL Server, AJAX, MySQL, CSS, Android, Application Development, Java, C++, Programming, Requirements Analysis, User Interface, XHTML, ASP.NET, E-commerce, User Interface Design, Performance Analysis, Team Leadership, WCF, jQuery, jQuery Mobile, jQuery UI, JSON, ASP.NET MVC, Entity Framework, SSRS, Team Foundation Server, Octopus Deploy, Rocket Aldon Lifecycle..., Visual Studio, Web Api, Internet Information...
Education
Kaplan University
Computer Science
Rutgers University-New Brunswick
Computer Science
Cost Plus World Market March 2000 - Present
CitiStreet 1990 - 2000
Skills
Databases, .NET, Microsoft SQL Server, SQL, HTML, XML, Visio, Software Development, Windows, C#, JavaScript, SQL Server, AJAX, MySQL, CSS, Android, Application Development, Java, C++, Programming, Requirements Analysis, User Interface, XHTML, ASP.NET, E-commerce, User Interface Design, Performance Analysis, Team Leadership, WCF, jQuery, jQuery Mobile, jQuery UI, JSON, ASP.NET MVC, Entity Framework, SSRS, Team Foundation Server, Octopus Deploy, Rocket Aldon Lifecycle..., Visual Studio, Web Api, Internet Information...
Education
Kaplan University
Computer Science
Rutgers University-New Brunswick
Computer Science
Roshan Pokharel's CitiStreet Experience February 2005 - August 2005
Job Sr BI Developer at Janus Capital Group
Industry Information Technology and Services
Experience
Janus Capital Group July 2014 - Present
AIG September 2012 - June 2014
Mphasis 2005 - June 2014
Amgen June 2009 - August 2012
AIG December 2005 - May 2009
Southwestern Energy September 2005 - November 2005
Primus Global October 2004 - November 2005
CitiStreet February 2005 - August 2005
Skills
Cognos, Data Warehousing, Business Intelligence, Dimensional Modeling, OLAP, SQL, Requirements Analysis, SDLC, SQL Server, Cognos ReportNet, Oracle SQL, Data Analysis, Oracle, Unix, Requirements Gathering, Testing, Informatica, Data Modeling, Business Requirements, Dashboard, Toad, Quality Center, PL/SQL, ETL, Business Objects, Microsoft SQL Server, Business Analytics
Education
The University of Texas at Arlington
Management Information Systems
Tribhuvan Vishwavidalaya
Janus Capital Group July 2014 - Present
AIG September 2012 - June 2014
Mphasis 2005 - June 2014
Amgen June 2009 - August 2012
AIG December 2005 - May 2009
Southwestern Energy September 2005 - November 2005
Primus Global October 2004 - November 2005
CitiStreet February 2005 - August 2005
Skills
Cognos, Data Warehousing, Business Intelligence, Dimensional Modeling, OLAP, SQL, Requirements Analysis, SDLC, SQL Server, Cognos ReportNet, Oracle SQL, Data Analysis, Oracle, Unix, Requirements Gathering, Testing, Informatica, Data Modeling, Business Requirements, Dashboard, Toad, Quality Center, PL/SQL, ETL, Business Objects, Microsoft SQL Server, Business Analytics
Education
The University of Texas at Arlington
Management Information Systems
Tribhuvan Vishwavidalaya
Jim Mayer's CitiStreet Experience 2000 - 2008
Job Multiple Operations Director at Voya Financial
Industry Financial Services
Experience
Voya Financial July 2008 - Present
ING Institutional Plan Services July 2008 - Present
CitiStreet 2000 - 2008
State Street 1998 - 2000
State Street 1993 - 1998
Bankers Trust 1986 - 1993
Dreyfus 1992 - 1992
Education
Saint Peter's University 1985 — 1987
Bachelor's Degree, Marketing and Mathematics
Temple University 1982 — 1984
Electrical Engineering
Voya Financial July 2008 - Present
ING Institutional Plan Services July 2008 - Present
CitiStreet 2000 - 2008
State Street 1998 - 2000
State Street 1993 - 1998
Bankers Trust 1986 - 1993
Dreyfus 1992 - 1992
Education
Saint Peter's University 1985 — 1987
Bachelor's Degree, Marketing and Mathematics
Temple University 1982 — 1984
Electrical Engineering
Joseph Zavoda's CitiStreet Experience 1996 - June 2008
Job at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch 2009 - Present
403b Plan Services LLC January 2009 - August 2010
ING July 2008 - December 2008
CitiStreet 1996 - June 2008
The Copeland Companies 1996 - 2001
The Copeland Companies 1996 - 2001
Coopers & Lybrand 1989 - 1996
Education
Rutgers University School of Law - Camden
JD
Rutgers University-New Brunswick
BA, History
Temple University - Fox School of Business and Management
MBA, Human Resource Administration
Bank of America Merrill Lynch 2009 - Present
403b Plan Services LLC January 2009 - August 2010
ING July 2008 - December 2008
CitiStreet 1996 - June 2008
The Copeland Companies 1996 - 2001
The Copeland Companies 1996 - 2001
Coopers & Lybrand 1989 - 1996
Education
Rutgers University School of Law - Camden
JD
Rutgers University-New Brunswick
BA, History
Temple University - Fox School of Business and Management
MBA, Human Resource Administration
shone russell's CitiStreet Experience 1993 - 1997
Job IBM American Express
Industry Computer & Network Security
Experience
IBM at American Express July 2012 - October 2013
Compucom at Pfizer March 2011 - July 2012
SmartSource February 2010 - March 2011
International Computer Solutions February 2009 - June 2009
Instos Inc 2009 - 2009
SAIC May 2008 - October 2008
citistreet 1993 - 1997
Skills
Windows Server, Networking, Active Directory, Routers, Servers, Data Center, Computer Hardware, Software Installation, Hardware, DNS, Linux, Lotus Notes, Microsoft Exchange, NAS, SAN, SharePoint, Project Management, System Deployment, Technical Support
Education
Strayer University-North Carolina 2012 — 2016
Computer Science, Homeland Security, Law Enforcement, Firefighting and Related Protective Services
IBM at American Express July 2012 - October 2013
Compucom at Pfizer March 2011 - July 2012
SmartSource February 2010 - March 2011
International Computer Solutions February 2009 - June 2009
Instos Inc 2009 - 2009
SAIC May 2008 - October 2008
citistreet 1993 - 1997
Skills
Windows Server, Networking, Active Directory, Routers, Servers, Data Center, Computer Hardware, Software Installation, Hardware, DNS, Linux, Lotus Notes, Microsoft Exchange, NAS, SAN, SharePoint, Project Management, System Deployment, Technical Support
Education
Strayer University-North Carolina 2012 — 2016
Computer Science, Homeland Security, Law Enforcement, Firefighting and Related Protective Services
Eric Garofalo's CitiStreet Experience August 2006 - September 2008
Job Executive Director at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2011 - Present
AXA Equitable October 2010 - February 2011
ING September 2008 - October 2010
CitiStreet August 2006 - September 2008
CitiStreet May 2004 - August 2006
CitiStreet September 2000 - August 2004
Merrill Lynch 1997 - 2000
Skills
Series 63, Mutual Funds, Series 7, Investments, Retirement, Financial Services, Product Management, Securities
Education
Seton Hall University
Morgan Stanley Wealth Management January 2011 - Present
AXA Equitable October 2010 - February 2011
ING September 2008 - October 2010
CitiStreet August 2006 - September 2008
CitiStreet May 2004 - August 2006
CitiStreet September 2000 - August 2004
Merrill Lynch 1997 - 2000
Skills
Series 63, Mutual Funds, Series 7, Investments, Retirement, Financial Services, Product Management, Securities
Education
Seton Hall University
Aparna [Tanya] Chowdhury, CISA's CitiStreet Experience 2004 - 2009
Job VP Audit, Compliance and Contracts at Quartesian, LLC
Industry Biotechnology
Experience
Quartesian, LLC 2013 - Present
AICPA July 2011 - October 2012
ING [ Former CitiStreet - A Citigroup & State St.Co] 2004 - 2009
CitiStreet 2004 - 2009
Prudential Securities 2000 - 2001
Accenture 1998 - 2000
Skills
Internal Audit, Internal Controls, IT Audit, Business Process, Operations Risk..., Project Management, CISA, SAS70, Enterprise Risk..., Sarbanes-Oxley, COSO, Operational Risk..., Governance, Assurance, Sarbanes-Oxley Act, Operational Risk, Compliance, Auditing, Risk Management, 21 CFR Part 11, ICH-GCP, Vendor Management, Business Continuity, Risk Assessment, Management, Process Improvement, Pharmaceutical Industry, COBIT, Information Security
Education
ISACA
CISA
AVTECH
AVTECH
INDIAN INSTITUTE OF SOCIAL WELFARE AND BUSINESS MANAGEMENT
University of Calcutta
BACHELOR OF SCIENCE
Quartesian, LLC 2013 - Present
AICPA July 2011 - October 2012
ING [ Former CitiStreet - A Citigroup & State St.Co] 2004 - 2009
CitiStreet 2004 - 2009
Prudential Securities 2000 - 2001
Accenture 1998 - 2000
Skills
Internal Audit, Internal Controls, IT Audit, Business Process, Operations Risk..., Project Management, CISA, SAS70, Enterprise Risk..., Sarbanes-Oxley, COSO, Operational Risk..., Governance, Assurance, Sarbanes-Oxley Act, Operational Risk, Compliance, Auditing, Risk Management, 21 CFR Part 11, ICH-GCP, Vendor Management, Business Continuity, Risk Assessment, Management, Process Improvement, Pharmaceutical Industry, COBIT, Information Security
Education
ISACA
CISA
AVTECH
AVTECH
INDIAN INSTITUTE OF SOCIAL WELFARE AND BUSINESS MANAGEMENT
University of Calcutta
BACHELOR OF SCIENCE
Tina Sangimino's CitiStreet Experience 2003 - 2007
Job Manager, Institutional Business at Great West/FASCore LLC
Industry Financial Services
Experience
Great -West/FASCore LLC April 2009 - Present
ING 2007 - 2009
CitiStreet 2003 - 2007
CitiStreet 2001 - 2003
CitiStreet 1997 - 2001
Crew Call, Inc. 1995 - 1997
Johnson + Farago 1990 - 1995
Skills
ERISA, Employee Benefits, 401k, Retirement, Financial Services, Training, Pensions, Asset Allocation, Mutual Funds, Series 6, Retirement Plan..., Defined Contribution, Defined Benefit, Retirement Planning
Education
The College of New Jersey 1986 — 1990
BA, Mathematics
SBHS
SBHS
SBHS
SBHS
SBHS
SBHS
Great -West/FASCore LLC April 2009 - Present
ING 2007 - 2009
CitiStreet 2003 - 2007
CitiStreet 2001 - 2003
CitiStreet 1997 - 2001
Crew Call, Inc. 1995 - 1997
Johnson + Farago 1990 - 1995
Skills
ERISA, Employee Benefits, 401k, Retirement, Financial Services, Training, Pensions, Asset Allocation, Mutual Funds, Series 6, Retirement Plan..., Defined Contribution, Defined Benefit, Retirement Planning
Education
The College of New Jersey 1986 — 1990
BA, Mathematics
SBHS
SBHS
SBHS
SBHS
SBHS
SBHS
Barbara McGowan's CitiStreet Experience 2001 - 2008
Job Designer at ING U.S.
Industry Design
Experience
Voya Financial 2008 - Present
CitiStreet 2001 - 2008
Aquent 1999 - 2001
Skills
Photo Restoration, QuarkXPress, Marketing Communications, Layout, Vegetarian Cooking, Sales, Email Marketing, Management, PowerPoint, Corporate Branding, Editing, Logo Design, Landlord, InDesign, Image Manipulation, Collateral, Flash Animation, Rental Management, Financial Services, Graphic Design, Adobe Creative Suite, Social Media, Leadership, Advertising
Education
Suffolk University
B.S, Marketing
Voya Financial 2008 - Present
CitiStreet 2001 - 2008
Aquent 1999 - 2001
Skills
Photo Restoration, QuarkXPress, Marketing Communications, Layout, Vegetarian Cooking, Sales, Email Marketing, Management, PowerPoint, Corporate Branding, Editing, Logo Design, Landlord, InDesign, Image Manipulation, Collateral, Flash Animation, Rental Management, Financial Services, Graphic Design, Adobe Creative Suite, Social Media, Leadership, Advertising
Education
Suffolk University
B.S, Marketing
Phil Lussier's CitiStreet Experience 2005 - November 2008
Job Principal at Crow Point Partners
Industry Financial Services
Experience
Crow Point Partners December 2012 - Present
Investment Guidance Solutions, LLC August 2011 - December 2012
CitiStreet 2005 - November 2008
CitiStreet 2007 - 2008
State Street 1995 - 2008
CitiStreet April 2000 - March 2005
State Street January 1995 - April 2000
Putnam Investments January 1992 - January 1995
Skills
Investments, Retirement, Management, Mutual Funds, Financial Services, Asset Management, Alternative Investments, Equities, Portfolio Management, Strategic Planning, Asset Allocation, Strategy, Leadership, Mergers & Acquisitions, Wealth Management, Risk Management, Business Strategy
Education
Suffolk University 1972 — 1976
BS, Sociology
Crow Point Partners December 2012 - Present
Investment Guidance Solutions, LLC August 2011 - December 2012
CitiStreet 2005 - November 2008
CitiStreet 2007 - 2008
State Street 1995 - 2008
CitiStreet April 2000 - March 2005
State Street January 1995 - April 2000
Putnam Investments January 1992 - January 1995
Skills
Investments, Retirement, Management, Mutual Funds, Financial Services, Asset Management, Alternative Investments, Equities, Portfolio Management, Strategic Planning, Asset Allocation, Strategy, Leadership, Mergers & Acquisitions, Wealth Management, Risk Management, Business Strategy
Education
Suffolk University 1972 — 1976
BS, Sociology
Joseph Bagarella's CitiStreet Experience January 2001 - November 2003
Job IT Quality Assurance Consultant at Amica Mutual Insurance
Industry Financial Services
Experience
Amica Mutual Insurance March 2013 - Present
CVS Caremark Corporation March 2012 - March 2013
ING July 2011 - March 2012
Manulife Financial March 2011 - July 2011
ING September 2006 - November 2010
Investors Bank & Trust November 2003 - August 2006
CitiStreet January 2001 - November 2003
Affiliated Computer Services July 1999 - December 2000
BankBoston June 1998 - July 1999
Boston EquiServe January 1995 - May 1998
Skills
User Acceptance Testing, Business Analysis, SDLC, Process Improvement, Quality Assurance, Testing, Program Management, Business Requirements, Databases, Project Management, SQL, Management, Requirements Gathering, Requirements Analysis, Quality Center, SharePoint, Visio, Software Documentation, HP Quality Center
Education
Suffolk University 1981 — 1985
BS, Journalism
Amica Mutual Insurance March 2013 - Present
CVS Caremark Corporation March 2012 - March 2013
ING July 2011 - March 2012
Manulife Financial March 2011 - July 2011
ING September 2006 - November 2010
Investors Bank & Trust November 2003 - August 2006
CitiStreet January 2001 - November 2003
Affiliated Computer Services July 1999 - December 2000
BankBoston June 1998 - July 1999
Boston EquiServe January 1995 - May 1998
Skills
User Acceptance Testing, Business Analysis, SDLC, Process Improvement, Quality Assurance, Testing, Program Management, Business Requirements, Databases, Project Management, SQL, Management, Requirements Gathering, Requirements Analysis, Quality Center, SharePoint, Visio, Software Documentation, HP Quality Center
Education
Suffolk University 1981 — 1985
BS, Journalism
Wendie Hill's CitiStreet Experience January 2003 - January 2004
Job Finance Administrator/Compliance Officer FHP Clinic
Industry Hospital & Health Care
Experience
Fertility CARE June 2011 - Present
TakeCare Insurance Company, Inc./FHP Clinic January 2010 - June 2011
Fertility Care of Orange County ocpregnancy.com 2011 - 2011
Child Guidance Center 2005 - 2011
Mayo Clinic January 2004 - December 2008
Mayo Clinic January 2004 - December 2008
CitiStreet January 2003 - January 2004
Humana Healthcare July 2002 - January 2003
Humana Healthcare Operations July 2002 - January 2003
Aetna US Healthcare Grievance January 1998 - July 2002
Skills
Revenue Cycle Management, Practice Management, A/R reduction and..., Strategic Planning, Process Improvement, Budget Preparation, Team Building, Coaching, Customer Relations, Data Analysis, Excel, Access, Financial Analysis, Forecasting, Government Liaison, Insurance, KPI, Leadership Development, Mentoring, Change Management, Contract Negotiation, Oracle, Microsoft Office, PowerPoint, Qualitative Research, Research, Problem Solving, Troubleshooting, Visio, Vendor Management, Word, Budgets
Education
University of Baltimore 1989 — 1992
MPA, Health Administration/Finance
University of Maryland Baltimore County 1981 — 1982
BS, Emergency Medical Management
University of Maryland Baltimore County 1979 — 1981
BA, Health Administration and Policy
Fertility CARE June 2011 - Present
TakeCare Insurance Company, Inc./FHP Clinic January 2010 - June 2011
Fertility Care of Orange County ocpregnancy.com 2011 - 2011
Child Guidance Center 2005 - 2011
Mayo Clinic January 2004 - December 2008
Mayo Clinic January 2004 - December 2008
CitiStreet January 2003 - January 2004
Humana Healthcare July 2002 - January 2003
Humana Healthcare Operations July 2002 - January 2003
Aetna US Healthcare Grievance January 1998 - July 2002
Skills
Revenue Cycle Management, Practice Management, A/R reduction and..., Strategic Planning, Process Improvement, Budget Preparation, Team Building, Coaching, Customer Relations, Data Analysis, Excel, Access, Financial Analysis, Forecasting, Government Liaison, Insurance, KPI, Leadership Development, Mentoring, Change Management, Contract Negotiation, Oracle, Microsoft Office, PowerPoint, Qualitative Research, Research, Problem Solving, Troubleshooting, Visio, Vendor Management, Word, Budgets
Education
University of Baltimore 1989 — 1992
MPA, Health Administration/Finance
University of Maryland Baltimore County 1981 — 1982
BS, Emergency Medical Management
University of Maryland Baltimore County 1979 — 1981
BA, Health Administration and Policy
Ruth Madison's CitiStreet Experience 1989 - 2003
Job Manager/VP, Retirement Services Compliance Department
Industry Financial Services
Experience
Bank of America Merrill Lynch 2007 - Present
Merrill Lynch/Xcitek Consulting May 2007 - May 2010
Asencus (Bisys) March 2003 - May 2007
CitiStreet 1989 - 2003
Copeland 1989 - 2003
Skills
Securities, Software Documentation, Management, Team Management, CRM, Training
Education
Rutgers University-New Brunswick 1978 — 1982
BS, Business Management
Bank of America Merrill Lynch 2007 - Present
Merrill Lynch/Xcitek Consulting May 2007 - May 2010
Asencus (Bisys) March 2003 - May 2007
CitiStreet 1989 - 2003
Copeland 1989 - 2003
Skills
Securities, Software Documentation, Management, Team Management, CRM, Training
Education
Rutgers University-New Brunswick 1978 — 1982
BS, Business Management
Bernadette Brincka's CitiStreet Experience 1989 - 2004
Job HR Analyst at ING
Industry Financial Services
Experience
ING Produced monthly reports of headcounts, overtime analysis, and other ad hoc reports. Created annual merit and bonus spreadsheets for Senior Management review. Resolved payroll issues for employees in 4 divisions of the company. Trained employees in use of new People Soft Time and Attendance Module.Employee Benefits ManagerCitStreet/Copeland1989 - 2007
CitiStreet/ING 1989 - 2005
Citistreet 1989 - 2004
Skills
Employee Benefits, COBRA, Benefits Administration, HRIS, Benefits, 401k, Employee Relations, Defined Benefit, Pensions, PeopleSoft, Human Resources, Retirement, ERISA, Deferred Compensation, Qualified Retirement..., Executive Pay, Insurance
Education
Rutgers University-New Brunswick 1970 — 1974
Biology, Sociology
ING Produced monthly reports of headcounts, overtime analysis, and other ad hoc reports. Created annual merit and bonus spreadsheets for Senior Management review. Resolved payroll issues for employees in 4 divisions of the company. Trained employees in use of new People Soft Time and Attendance Module.Employee Benefits ManagerCitStreet/Copeland1989 - 2007
CitiStreet/ING 1989 - 2005
Citistreet 1989 - 2004
Skills
Employee Benefits, COBRA, Benefits Administration, HRIS, Benefits, 401k, Employee Relations, Defined Benefit, Pensions, PeopleSoft, Human Resources, Retirement, ERISA, Deferred Compensation, Qualified Retirement..., Executive Pay, Insurance
Education
Rutgers University-New Brunswick 1970 — 1974
Biology, Sociology
Cheryl Mahoney's CitiStreet Experience January 2006 - July 2008
Job Senior Client Integration Manager at Financial Engines
Industry Financial Services
Experience
Financial Engines November 2010 - Present
Citizens Bank August 2010 - November 2010
ING July 2008 - March 2009
CitiStreet January 2006 - July 2008
CitiStreet August 2001 - December 2005
State Street April 1988 - July 2001
Skills
Project Management, Requirements Gathering, Product Development, Payroll, Data Conversion, Oral & Written..., CRM, SDLC, Relationship Management
Education
Suffolk University - Sawyer Business School 1983 — 1986
MBA, Finance and Marketing
University of Connecticut 1973 — 1977
BS, Education
Financial Engines November 2010 - Present
Citizens Bank August 2010 - November 2010
ING July 2008 - March 2009
CitiStreet January 2006 - July 2008
CitiStreet August 2001 - December 2005
State Street April 1988 - July 2001
Skills
Project Management, Requirements Gathering, Product Development, Payroll, Data Conversion, Oral & Written..., CRM, SDLC, Relationship Management
Education
Suffolk University - Sawyer Business School 1983 — 1986
MBA, Finance and Marketing
University of Connecticut 1973 — 1977
BS, Education
Deon van Rensburg's CitiStreet Experience June 2005 - June 2006
Job Looking for retirement industry BA's/BSA's to help with core recordkeeping projects.
Industry Financial Services
Experience
Cun Mutual Group April 2015 - Present
CUNA Mutual Group March 2014 - Present
ADP October 2013 - February 2014
Epicurean Marketplace, LLC March 2011 - October 2013
SunGard June 2008 - March 2011
SunGard October 2007 - June 2008
SunGard June 2006 - October 2007
CitiStreet June 2005 - June 2006
CitiStreet October 2002 - February 2005
CitiStreet July 2001 - October 2002
Skills
Financial Services, SDLC, Business Analysis, Requirements Analysis, Requirements Gathering, Vendor Management, Process Improvement, Program Management, Project Management, CRM, Software Documentation, IT Strategy, PMP, Business Requirements, Testing, Strategy, Management, Leadership, Quality Assurance
Education
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1996
BA, Communications
Cun Mutual Group April 2015 - Present
CUNA Mutual Group March 2014 - Present
ADP October 2013 - February 2014
Epicurean Marketplace, LLC March 2011 - October 2013
SunGard June 2008 - March 2011
SunGard October 2007 - June 2008
SunGard June 2006 - October 2007
CitiStreet June 2005 - June 2006
CitiStreet October 2002 - February 2005
CitiStreet July 2001 - October 2002
Skills
Financial Services, SDLC, Business Analysis, Requirements Analysis, Requirements Gathering, Vendor Management, Process Improvement, Program Management, Project Management, CRM, Software Documentation, IT Strategy, PMP, Business Requirements, Testing, Strategy, Management, Leadership, Quality Assurance
Education
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1996
BA, Communications
Patricia Mendes, MBA, PHR, CCP, GRP's CitiStreet Experience September 2003 - August 2004
Job Senior Compensation and Benefits Specialist at Amadeus
Industry Human Resources
Experience
Amadeus April 2012 - Present
Bupa Worldwide Corporation August 2011 - April 2012
Norwegian Cruise Line July 2008 - August 2011
Logistic Services International, Inc. August 2004 - July 2008
CitiStreet September 2003 - August 2004
Arthur Andersen April 1999 - July 2000
Skills
Human Resources, Deferred Compensation, Employee Benefits, HRIS, Benefits Administration, Compensation Structures, Global Mobility, Total Rewards Strategies, PeopleSoft, Expatriate Management, Organizational..., Onboarding, Employee Engagement, Employment Law, HR Policies, Team Building, FMLA, Performance Management, Employee Relations, Talent Management, Compensation & Benefit, Compensation
Education
University of North Florida - College of Business Administration 2001 — 2003
MBA
Universidad Metropolitana (VE) 1996 — 1999
BA, Accounting Focus
Amadeus April 2012 - Present
Bupa Worldwide Corporation August 2011 - April 2012
Norwegian Cruise Line July 2008 - August 2011
Logistic Services International, Inc. August 2004 - July 2008
CitiStreet September 2003 - August 2004
Arthur Andersen April 1999 - July 2000
Skills
Human Resources, Deferred Compensation, Employee Benefits, HRIS, Benefits Administration, Compensation Structures, Global Mobility, Total Rewards Strategies, PeopleSoft, Expatriate Management, Organizational..., Onboarding, Employee Engagement, Employment Law, HR Policies, Team Building, FMLA, Performance Management, Employee Relations, Talent Management, Compensation & Benefit, Compensation
Education
University of North Florida - College of Business Administration 2001 — 2003
MBA
Universidad Metropolitana (VE) 1996 — 1999
BA, Accounting Focus
Steven Kovac's CitiStreet Experience 2001 - 2007
Job Software Developer at ING
Industry Information Technology and Services
Experience
ING 2008 - Present
Centene Corporation 2007 - 2008
CitiStreet 2001 - 2007
iBridge Solutions 2000 - 2001
Cap Gemini Ernst & Young 1996 - 2000
Nylcare Health Plans 1995 - 1996
First Data Corporation 1995 - 1995
Education
Washington University in St. Louis 1995 — 1999
B.S.I.M., Information Technology
St. Louis Community College
ING 2008 - Present
Centene Corporation 2007 - 2008
CitiStreet 2001 - 2007
iBridge Solutions 2000 - 2001
Cap Gemini Ernst & Young 1996 - 2000
Nylcare Health Plans 1995 - 1996
First Data Corporation 1995 - 1995
Education
Washington University in St. Louis 1995 — 1999
B.S.I.M., Information Technology
St. Louis Community College
Travis Spencer's CitiStreet Experience 2003 - 2004
Job Account Executive at Kinney Insurance Agency
Industry Insurance
Experience
Kinney Insurance Agency June 2015 - Present
Poulos Insurance March 2014 - Present
State Farm October 2013 - March 2014
Vermont Information Processing April 2012 - October 2012
EBM, Employee Benefit Management October 2010 - December 2011
Investment Management & Consulting Group June 2007 - August 2010
Shelburne Farms 2005 - 2007
Seligman Data Corp 2004 - 2005
CitiStreet 2003 - 2004
Skills
Series 65, Maine Life & Health..., Asset Allocation, Portfolio Management, Investment Strategies, Investments, Asset Management, Employee Benefits, Strategic Financial..., Insurance, Customer Service, Management, Strategic Planning, Leadership, Public Speaking, Team Building, Finance, Sales, Life Insurance
Education
Southern New Hampshire University
Business Administration
Kinney Insurance Agency June 2015 - Present
Poulos Insurance March 2014 - Present
State Farm October 2013 - March 2014
Vermont Information Processing April 2012 - October 2012
EBM, Employee Benefit Management October 2010 - December 2011
Investment Management & Consulting Group June 2007 - August 2010
Shelburne Farms 2005 - 2007
Seligman Data Corp 2004 - 2005
CitiStreet 2003 - 2004
Skills
Series 65, Maine Life & Health..., Asset Allocation, Portfolio Management, Investment Strategies, Investments, Asset Management, Employee Benefits, Strategic Financial..., Insurance, Customer Service, Management, Strategic Planning, Leadership, Public Speaking, Team Building, Finance, Sales, Life Insurance
Education
Southern New Hampshire University
Business Administration
Wallace O'Steen's CitiStreet Experience September 1999 - January 2002
Job Payroll Specialist at FSV Payment Systems
Industry Accounting
Experience
FSV Payment Systems June 2012 - Present
FSV Payment Systems December 2009 - June 2012
ING (formerly CitiStreet) January 2002 - March 2009
CitiStreet September 1999 - January 2002
Skills
Access, Payroll, Account Reconciliation, Accounting, Accounts Payable, Management, Invoicing, Variance Analysis, Financial Services, Auditing, Process Improvement
Education
South Georgia College
Associate's
The University of Georgia
Bachelor's, Journalism
FSV Payment Systems June 2012 - Present
FSV Payment Systems December 2009 - June 2012
ING (formerly CitiStreet) January 2002 - March 2009
CitiStreet September 1999 - January 2002
Skills
Access, Payroll, Account Reconciliation, Accounting, Accounts Payable, Management, Invoicing, Variance Analysis, Financial Services, Auditing, Process Improvement
Education
South Georgia College
Associate's
The University of Georgia
Bachelor's, Journalism
Judy Bastian's CitiStreet Experience 1999 - 2006
Job LPS at Genworth Financial
Industry Insurance
Experience
United Health Care April 2012 - Present
Genworth Financial 2000 - 2009
genworth financial 2000 - 2009
citistreet 1999 - 2006
Education
Southern New Hampshire University
bs
United Health Care April 2012 - Present
Genworth Financial 2000 - 2009
genworth financial 2000 - 2009
citistreet 1999 - 2006
Education
Southern New Hampshire University
bs
Lawrence Donnelly AM.APMP's CitiStreet Experience 1998 - 2000
Job Marketing Manager Northeast Region at AECOM
Industry Environmental Services
Experience
AECOM February 2015 - Present
AECOM September 2009 - February 2015
The Hartford March 2008 - August 2009
Sun Life Retirement Services January 2007 - March 2008
MFS Retirement Services June 2000 - January 2007
CitiStreet 1998 - 2000
State Street Bank and Trust (SSGA) 1991 - 1998
Skills
Proposal Writing, Sales Support, RFP, Writing, Problem Solving, New Business Development, Pensions, Marketing Communications, Sales Operations, Vendor Management, Team Building, Microsoft Office, Project Management, PowerPoint, Business Planning, Marketing, Recruiting
Education
Salem State University 1978 — 1980
Bachelors of Science, Sociology
Bishop Fenwick HS 1971 — 1975
AECOM February 2015 - Present
AECOM September 2009 - February 2015
The Hartford March 2008 - August 2009
Sun Life Retirement Services January 2007 - March 2008
MFS Retirement Services June 2000 - January 2007
CitiStreet 1998 - 2000
State Street Bank and Trust (SSGA) 1991 - 1998
Skills
Proposal Writing, Sales Support, RFP, Writing, Problem Solving, New Business Development, Pensions, Marketing Communications, Sales Operations, Vendor Management, Team Building, Microsoft Office, Project Management, PowerPoint, Business Planning, Marketing, Recruiting
Education
Salem State University 1978 — 1980
Bachelors of Science, Sociology
Bishop Fenwick HS 1971 — 1975
Sunthary Murphy's CitiStreet Experience 2007 - 2007
Job Product Manager at Gainsco
Industry Insurance
Experience
Gainsco February 2014 - Present
Gainsco November 2012 - February 2014
Kemper Corporation April 2012 - November 2012
Kemper Corporation July 2010 - April 2012
Allstate Financial July 2007 - July 2010
Harte-Hanks, Inc. January 2007 - May 2007
CitiStreet 2007 - 2007
Skills
Microsoft Excel, SAS, SQL, ReservePro, TAS, Insurance, Actuaries, Property & Casualty..., Loss Reserving, Life Insurance, Universal Life Pricing, Mortality Study, System Testing, Mathematics, Financial Reporting, Financial Modeling, Mathematical Modeling, Statistical Modeling, Data Analysis, Executive Presentations, Microsoft Office
Education
University of North Florida 2004 — 2006
B.A., Mathematics, with Statistics minor
Three Rivers Community College 2002 — 2002
Economics
Gainsco February 2014 - Present
Gainsco November 2012 - February 2014
Kemper Corporation April 2012 - November 2012
Kemper Corporation July 2010 - April 2012
Allstate Financial July 2007 - July 2010
Harte-Hanks, Inc. January 2007 - May 2007
CitiStreet 2007 - 2007
Skills
Microsoft Excel, SAS, SQL, ReservePro, TAS, Insurance, Actuaries, Property & Casualty..., Loss Reserving, Life Insurance, Universal Life Pricing, Mortality Study, System Testing, Mathematics, Financial Reporting, Financial Modeling, Mathematical Modeling, Statistical Modeling, Data Analysis, Executive Presentations, Microsoft Office
Education
University of North Florida 2004 — 2006
B.A., Mathematics, with Statistics minor
Three Rivers Community College 2002 — 2002
Economics
Bill Traynor's CitiStreet Experience January 2001 - May 2003
Job Experienced Sales Executive
Industry Financial Services
Experience
Educators Insurance and Retirement Services, LLC February 2010 - December 2010
Peachtree Settlement Funding May 2007 - May 2008
Citistreet January 2001 - May 2003
CitiStreet October 1999 - January 2001
Citistreet October 1998 - October 1999
Citistreet (formerly Copeland Companies) October 1994 - October 1998
Citistreet (formerly Copeland Companies) September 1987 - October 1994
Skills
Sales, Strategy, Sales Management, Sales Operations, Management, Retirement Planning, Training, Insurance, Leadership, Team Building, Business Planning, Finance, Sales Process, Marketing, Selling, Product Management, Risk Management, Retirement, Mutual Funds
Education
Rutgers University-New Brunswick 1980 — 1984
B.A, Business Administration
Educators Insurance and Retirement Services, LLC February 2010 - December 2010
Peachtree Settlement Funding May 2007 - May 2008
Citistreet January 2001 - May 2003
CitiStreet October 1999 - January 2001
Citistreet October 1998 - October 1999
Citistreet (formerly Copeland Companies) October 1994 - October 1998
Citistreet (formerly Copeland Companies) September 1987 - October 1994
Skills
Sales, Strategy, Sales Management, Sales Operations, Management, Retirement Planning, Training, Insurance, Leadership, Team Building, Business Planning, Finance, Sales Process, Marketing, Selling, Product Management, Risk Management, Retirement, Mutual Funds
Education
Rutgers University-New Brunswick 1980 — 1984
B.A, Business Administration
Ludmila Semikina's CitiStreet Experience February 2002 - May 2005
Job Sr. Technical Director, Information Security TVM
Industry Financial Services
Experience
NYSE January 2006 - November 2014
Bank of America June 2005 - December 2005
CitiStreet February 2002 - May 2005
TAOS The SysAdmin Company September 2000 - February 2002
Skills
Specialties: Threat..., Vendor Management, SDLC, Unix, Active Directory, Shell Scripting, Data Center, Information Security, High Availability, Solaris, Red Hat Linux, Linux, Enterprise Architecture, IT Strategy, Business Analysis, ITIL, Perl, Integration, Virtualization, Information Technology, IT Operations, System Administration, VMware, Trading Systems, TCP/IP, IT Service Management, Unix Shell Scripting, Electronic Trading
Education
Texas A&M University 1998 — 2000
no degree awarded, Computer Science
Tashkent State Polytechnic Institute, Tashkent, Uzbekistan 1983 — 1988
Bachelor of Science (BS), Computer Science
School name:
NYSE January 2006 - November 2014
Bank of America June 2005 - December 2005
CitiStreet February 2002 - May 2005
TAOS The SysAdmin Company September 2000 - February 2002
Skills
Specialties: Threat..., Vendor Management, SDLC, Unix, Active Directory, Shell Scripting, Data Center, Information Security, High Availability, Solaris, Red Hat Linux, Linux, Enterprise Architecture, IT Strategy, Business Analysis, ITIL, Perl, Integration, Virtualization, Information Technology, IT Operations, System Administration, VMware, Trading Systems, TCP/IP, IT Service Management, Unix Shell Scripting, Electronic Trading
Education
Texas A&M University 1998 — 2000
no degree awarded, Computer Science
Tashkent State Polytechnic Institute, Tashkent, Uzbekistan 1983 — 1988
Bachelor of Science (BS), Computer Science
School name:
Cherie Perkins's CitiStreet Experience February 2005 - October 2005
Job Individual Consultant, Retirement Counselor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2010 - Present
Not Applicable October 2003 - November 2009
TIAA-CREF March 2006 - August 2008
CitiStreet February 2005 - October 2005
Northwestern Mutual 2000 - 2001
Skills
Employee Benefits, Management, Fixed Annuities, Human Resources, Life Insurance, Retirement Planning, Mutual Funds, Retirement, 401k, Insurance, Process Improvement, Health Insurance, Investments, Call Center
Education
The University of Memphis
General Studies
TIAA-CREF March 2010 - Present
Not Applicable October 2003 - November 2009
TIAA-CREF March 2006 - August 2008
CitiStreet February 2005 - October 2005
Northwestern Mutual 2000 - 2001
Skills
Employee Benefits, Management, Fixed Annuities, Human Resources, Life Insurance, Retirement Planning, Mutual Funds, Retirement, 401k, Insurance, Process Improvement, Health Insurance, Investments, Call Center
Education
The University of Memphis
General Studies
Ken Khim's CitiStreet Experience October 2004 - December 2004
Job Laboratory Manager at Liquid Environmental Solutions
Industry Environmental Services
Experience
Liquid Environmental Solutions January 2015 - Present
Water Recovery LLC December 2004 - January 2015
CitiStreet October 2004 - December 2004
Skills
Troubleshooting, Microsoft Word, Microsoft Office, PowerPoint, Microsoft Excel, Environmental Compliance, Wastewater Treatment, Laboratory Skills, Public Speaking, Budgets, Research
Education
The Ohio State University 1998 — 2004
Bachelor's of Science
Liquid Environmental Solutions January 2015 - Present
Water Recovery LLC December 2004 - January 2015
CitiStreet October 2004 - December 2004
Skills
Troubleshooting, Microsoft Word, Microsoft Office, PowerPoint, Microsoft Excel, Environmental Compliance, Wastewater Treatment, Laboratory Skills, Public Speaking, Budgets, Research
Education
The Ohio State University 1998 — 2004
Bachelor's of Science
Sonny Singh's CitiStreet Experience December 2001 - March 2006
Job Senior Security Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade May 2010 - Present
ING March 2006 - May 2010
CitiStreet December 2001 - March 2006
Hewlett-Packard January 2001 - October 2001
Merck July 1999 - December 2000
Education
Rutgers University-New Brunswick 1997 — 1999
BS with Honors, Computer Science
TD Ameritrade May 2010 - Present
ING March 2006 - May 2010
CitiStreet December 2001 - March 2006
Hewlett-Packard January 2001 - October 2001
Merck July 1999 - December 2000
Education
Rutgers University-New Brunswick 1997 — 1999
BS with Honors, Computer Science
RuthAnn Hartney's CitiStreet Experience May 2002 - December 2005
Job Job Developer/ Career Consultant/ Community Integration Specialist
Industry Human Resources
Experience
Consultant, Independent Support Services January 2006 - Present
CitiStreet May 2002 - December 2005
Foxtons August 2001 - April 2002
ADP January 1999 - August 2001
ADP September 1995 - January 1999
Merrill Lynch July 1993 - September 1995
Skills
Human Resources, Training, Project Management, Coaching, Oral & Written..., Well-organized, Training Delivery, Instructional Design, HRIS, Organizational..., CRM, Talent Management, Leadership, Benefits Administration, Process Improvement, Change Management, Multi Tasking, Strongly self-motivated, Client Focused, Employee Training, Employee Benefits, Transition Planning, Interviewing Skills, Resume Writing, HR Consulting
Education
Seton Hall University
MS, Human Resource Management
Villanova University
BS, Finance
Consultant, Independent Support Services January 2006 - Present
CitiStreet May 2002 - December 2005
Foxtons August 2001 - April 2002
ADP January 1999 - August 2001
ADP September 1995 - January 1999
Merrill Lynch July 1993 - September 1995
Skills
Human Resources, Training, Project Management, Coaching, Oral & Written..., Well-organized, Training Delivery, Instructional Design, HRIS, Organizational..., CRM, Talent Management, Leadership, Benefits Administration, Process Improvement, Change Management, Multi Tasking, Strongly self-motivated, Client Focused, Employee Training, Employee Benefits, Transition Planning, Interviewing Skills, Resume Writing, HR Consulting
Education
Seton Hall University
MS, Human Resource Management
Villanova University
BS, Finance
Michelle Demsia's CitiStreet Experience December 2004 - May 2006
Job Reinsurance Analyst at Crum & Forster
Industry Insurance
Experience
Crum & Forster December 2006 - Present
AIG May 2006 - November 2006
CitiStreet December 2004 - May 2006
Skills
Customer Service
Education
Rutgers University-New Brunswick 2002 — 2004
Economics
Crum & Forster December 2006 - Present
AIG May 2006 - November 2006
CitiStreet December 2004 - May 2006
Skills
Customer Service
Education
Rutgers University-New Brunswick 2002 — 2004
Economics
Faika Weche's CitiStreet Experience March 2006 - August 2007
Job Program Coordinator at Massachusetts Institute of Technology (MIT)
Industry Higher Education
Experience
Massachusetts Institute of Technology (MIT) October 2014 - Present
Schools on Wheels of Massachusetts September 2011 - Present
MIT January 2012 - October 2014
The Education Cooperative July 2009 - August 2011
CitiStreet March 2006 - August 2007
CitiStreet September 2004 - March 2006
Skills
Benefits Administration, Office Administration, Theology, Special Education, Mentoring, Tutoring, Ministry Leadership, Teach Others, Microsoft Applications, Administrative Functions, Volunteer Management, Alumni Relations, Research, Career Counseling, Staff Development, Nonprofits, Teaching, PeopleSoft, Training, Non-profits, Fundraising, Community Outreach, Stewardship, Creative Writing, Youth Mentoring, Program Evaluation, Program Development, Psychotherapy, Social Media, Microsoft Office, Curriculum Design, Workshop Facilitation, Editing, Event Planning, Public Speaking, Administration, Social Networking, Curriculum Development, PowerPoint, Grant Writing, Higher Education, Community Organizing, Leadership Development, Student Development, Leadership, Student Affairs
Education
Wake Forest University School of Divinity 2007 — 2010
Master of Divinity, Theology/Ministry
Suffolk University - Sawyer School of Management 2000 — 2004
Bachelor of Science, Business Administration
Massachusetts Institute of Technology (MIT) October 2014 - Present
Schools on Wheels of Massachusetts September 2011 - Present
MIT January 2012 - October 2014
The Education Cooperative July 2009 - August 2011
CitiStreet March 2006 - August 2007
CitiStreet September 2004 - March 2006
Skills
Benefits Administration, Office Administration, Theology, Special Education, Mentoring, Tutoring, Ministry Leadership, Teach Others, Microsoft Applications, Administrative Functions, Volunteer Management, Alumni Relations, Research, Career Counseling, Staff Development, Nonprofits, Teaching, PeopleSoft, Training, Non-profits, Fundraising, Community Outreach, Stewardship, Creative Writing, Youth Mentoring, Program Evaluation, Program Development, Psychotherapy, Social Media, Microsoft Office, Curriculum Design, Workshop Facilitation, Editing, Event Planning, Public Speaking, Administration, Social Networking, Curriculum Development, PowerPoint, Grant Writing, Higher Education, Community Organizing, Leadership Development, Student Development, Leadership, Student Affairs
Education
Wake Forest University School of Divinity 2007 — 2010
Master of Divinity, Theology/Ministry
Suffolk University - Sawyer School of Management 2000 — 2004
Bachelor of Science, Business Administration
Andy Brate, CEBS, PHR, QPA, QKA's CitiStreet Experience March 2000 - February 2008
Job Senior Benefits Consultant
Industry Electrical/Electronic Manufacturing
Experience
Ingersoll Rand April 2008 - Present
CitiStreet March 2000 - February 2008
PricewaterhouseCoopers June 1995 - February 2000
Skills
Benefits Administration, Process Improvement, Employee Benefits, Change Management, PeopleSoft, HRIS, Pensions, Outsourcing, Deferred Compensation, Vendor Management, Analysis, Employee Engagement, HR Consulting, Human Resources
Education
State University of New York at Albany
Master of Science, Mathematics
Ingersoll Rand April 2008 - Present
CitiStreet March 2000 - February 2008
PricewaterhouseCoopers June 1995 - February 2000
Skills
Benefits Administration, Process Improvement, Employee Benefits, Change Management, PeopleSoft, HRIS, Pensions, Outsourcing, Deferred Compensation, Vendor Management, Analysis, Employee Engagement, HR Consulting, Human Resources
Education
State University of New York at Albany
Master of Science, Mathematics
Evan Crockford's CitiStreet Experience 2001 - 2008
Job Business Analyst at Voya Financial
Industry Financial Services
Experience
Voya Financial December 2001 - Present
ING U.S. 2008 - 2014
CitiStreet 2001 - 2008
Skills
Process Improvement, Risk Management, Financial Services, Business Analysis, Business Process..., Relationship Management, Insurance, Vendor Management, SDLC, Requirements Gathering, Analysis, Business Requirements, Visio, Banking, Access
Education
Suffolk University 1997 — 2001
Bachelor's degree, Business Administration and Management, General
Voya Financial December 2001 - Present
ING U.S. 2008 - 2014
CitiStreet 2001 - 2008
Skills
Process Improvement, Risk Management, Financial Services, Business Analysis, Business Process..., Relationship Management, Insurance, Vendor Management, SDLC, Requirements Gathering, Analysis, Business Requirements, Visio, Banking, Access
Education
Suffolk University 1997 — 2001
Bachelor's degree, Business Administration and Management, General
Ronald Chow's CitiStreet Experience August 2005 - July 2009
Job Analyst, Advanced Analytical Consulting at Nielsen
Industry Information Services
Experience
Nielsen September 2012 - March 2013
ING August 2009 - August 2012
CitiStreet August 2005 - July 2009
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2009
Master of Science (MS), Statistics
Rutgers University 2001 — 2005
Bachelor of Arts (B.A.), Mathematics and Statistics
Nielsen September 2012 - March 2013
ING August 2009 - August 2012
CitiStreet August 2005 - July 2009
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2009
Master of Science (MS), Statistics
Rutgers University 2001 — 2005
Bachelor of Arts (B.A.), Mathematics and Statistics
Ronald Locklear's CitiStreet Experience May 2004 - April 2006
Job Sales Distributing Associate at United Distributors
Industry Health, Wellness and Fitness
Experience
United Distributors July 2014 - Present
PepsiCo December 2013 - June 2014
Florida Blue April 2007 - December 2013
Tru Roots Salon April 2006 - April 2010
CitiStreet May 2004 - April 2006
Fairbanks Capital March 2003 - February 2004
Skills
Lotus Notes, Microsoft Word, Microsoft Excel, Mainframe, Access, Time Management, Call Centers, Customer Service, Employee Benefits, Invoicing, Policy, Accounting, Technical Support, Software Documentation, SharePoint, Outlook, Data Entry, Administrative..., Insurance, Microsoft Publisher, PowerPoint, Business Analysis, Adobe Acrobat, Warehousing, Management
Education
Sullivan County Community College 1995 — 1997
Communication, General
United Distributors July 2014 - Present
PepsiCo December 2013 - June 2014
Florida Blue April 2007 - December 2013
Tru Roots Salon April 2006 - April 2010
CitiStreet May 2004 - April 2006
Fairbanks Capital March 2003 - February 2004
Skills
Lotus Notes, Microsoft Word, Microsoft Excel, Mainframe, Access, Time Management, Call Centers, Customer Service, Employee Benefits, Invoicing, Policy, Accounting, Technical Support, Software Documentation, SharePoint, Outlook, Data Entry, Administrative..., Insurance, Microsoft Publisher, PowerPoint, Business Analysis, Adobe Acrobat, Warehousing, Management
Education
Sullivan County Community College 1995 — 1997
Communication, General
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY