CitiStreet Company
Industry: Company
DescriptionFounded: 2000 Parent organization: Citigroup
CitiStreet List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at CitiStreet. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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CitiStreet Employees
T. Rowe Price January 2011 - Present
Fidelity Investments 2003 - February 2011
CitiStreet August 2001 - August 2003
Skills
401k, Business Development, Consultative Selling, Defined Contribution, Management, Leadership, Plan Design, Sales Operations, Investments, Mutual Funds
Education
University of Massachusetts, Amherst
Voya Financial November 2013 - Present
Voya Financial August 2012 - November 2013
ING March 2010 - July 2012
ING June 2008 - March 2010
CitiStreet July 2003 - May 2008
CitiStreet June 2001 - July 2003
CitiStreet June 2000 - June 2001
CitiStreet March 1999 - June 2000
Skills
SDLC, Integration, Testing, Databases, Program Management, SQL, Oracle, PMP, Microsoft SQL Server, Project Management, CRM, Analysis, Access, Management, Leadership, Business Requirements, Operations Management, Test Planning, Perl, Budgets, Software Project..., Business Analysis, Requirements Analysis, T-SQL
Education
University of Florida 1993 — 1995
Bachelor of Science, Business Management
University of Phoenix 2001 — 2003
Master of Science, Computer Information Systems
ING April 2010 - Present
ING July 2008 - April 2010
CitiStreet June 2004 - June 2008
CitiStreet August 2001 - May 2004
Skills
Risk Management, Business Analysis, Financial Services, Pensions, Relationship Management
Education
University of Massachusetts Boston 1991 — 1995
Bachelors, Accounting
University of Massachusetts
Bachelor of Science, Accounting
OMS Insurance Group August 2011 - Present
B & M Construction January 2009 - November 2010
Comanco Environmental August 2005 - September 2008
Flagship Property Management March 2004 - June 2005
Citistreet 1999 - 2003
Martin Gottlieb and Associates 1987 - 1999
Skills
Employee Benefits, Payroll, HRIS, Invoicing, Management, Human Resources, Insurance, Benefits Administration, FMLA
Education
University of Phoenix 2008 — 2009
AA, Business Management
Merrill Lynch July 2006 - Present
CitiStreet November 2004 - June 2006
Deutsche Bank Alex.Brown October 2003 - November 2004
Skills
Certified Financial..., Wealth Management, Comprehensive Financial..., Portfolio Management, Equities, Fixed Income, Cash Management, Private Banking, Series 7, Series 63, Series 65, Asset Allocation, Financial Goals
Education
Georgetown University CPD 2005 — 2006
Financial Planning
University of North Carolina at Greensboro 1997 — 2000
BS, Economics
Perficient August 2008 - Present
Convergys March 2007 - March 2008
Convergys October 2003 - March 2007
CitiStreet January 2001 - September 2003
Univ of North Florida 2000 - 2001
Skills
SDLC, Business Intelligence, Integration, SQL, Databases, Project Management, Business Development, Recruiting, Business Analysis, SAP HR, Visio, Requirements Analysis, Management, Program Management, Enterprise Software, Cross-functional Team..., Vendor Management, Process Improvement, Software Development, Strategy, Leadership
Education
University of North Florida
CIS, Information Sciences, Magna Cum Laude
EXL Healthcare February 2010 - Present
ING 2008 - February 2010
CitiStreet 1996 - 2008
Skills
Process Improvement, SDLC, Change Management, Business Analysis, Employee Benefits, Benefits Administration, Visio, Requirements Analysis, User Acceptance Testing, HRIS, Project Management, SharePoint, Business Requirements, PeopleSoft, Software Documentation, Requirements Gathering
Education
University of Redlands 2009 — 2010
BSB
University of North Florida 1991 — 1994
Beeline January 2015 - Present
Beeline January 2012 - December 2014
Ronco Construction Company November 2006 - May 2011
Football Fanatics 2011 - 2011
CitiStreet February 2004 - November 2006
T-Mobile 1999 - 2004
Skills
Team Building, Project Management, Product Management, Cross-functional Team..., Product Marketing, SaaS, Vendor Management, Management, Business Analysis, Process Improvement, SDLC, Program Management, CRM, Requirements Analysis, Agile Methodologies, Account Management
Education
University of North Florida 1996 — 2000
InComm April 2012 - Present
InComm November 2009 - March 2012
InComm September 2007 - October 2009
CitiStreet August 2006 - July 2007
Coach April 2004 - June 2006
T-Mobile June 1999 - January 2004
Skills
Customer Retention, Account Management, Process Improvement, Sales, Product Management, Customer Satisfaction, Vendor Management, Customer Service, Team Building, Call Center, Customer Experience, Call Centers, CRM, Program Management, Sales Operations, Leadership
Education
University of North Florida 1999 — 2003
Bachelors, Political Science
Tornier Careers April 2015 - Present
Salo LLC April 2012 - Present
Missy Durant, LLC February 2008 - Present
Wolf Means Business February 2009 - 2012
Activeion May 2010 - June 2011
Best Buy October 2002 - February 2009
Best Buy September 2002 - February 2008
CitiStreet 1999 - 2002
Skills
Performance Management, Leadership Development, Strategic Planning, Talent Acquisition, Employee Relations, Cross-functional Team..., Process Improvement, Coaching, Analysis, Business Strategy, Employee Training, Human Resources, Program Management, Sales Management, Training
Education
University of Phoenix 2000 — 2002
Masters, Organizational Management
University of North Florida 1991 — 1992
BS, Health
Plaquemines Parish Government March 2010 - Present
FSV Payment Systems September 2009 - March 2010
ING July 2008 - November 2009
CitiStreet February 2007 - July 2008
CitiStreet February 2007 - July 2008
Citicards October 2004 - February 2007
Citicards November 2003 - October 2004
Sears Credit March 1995 - November 2003
Skills
Workforce Management, SharePoint, Management, Analytical Skills, Programming, ODBC, Data Structures, Scientific Background, Databases, Forecasting, Call Center, Business Analysis, Process Improvement, Vendor Management, Crystal Reports, Call Centers, Leadership, System Administration, Customer Service, Budgets, Microsoft Office, Team Leadership, Training, Networking, Data Analysis
Education
University of Phoenix 1999 — 2002
B.S., Information Technology
University of Phoenix 1999 — 2002
B.S., Information Technology
Holy Cross High School 1984 — 1988
University of New Orleans
Computer Science
Signet Jewelers Limited August 2015 - Present
AppExperts Team January 2014 - September 2015
Texas Department of Public Safety April 2014 - August 2015
Go2Group April 2010 - December 2013
Atlassian May 2012 - July 2012
Texas A&M University February 2009 - April 2010
IBM June 2007 - August 2008
Accenture 2004 - 2006
CitiStreet 2000 - 2004
Fresh Direct, Inc. July 2000 - November 2000
Skills
Atlassian JIRA, Confluence, Fisheye, Java, Java Enterprise Edition, Linux, Windows, SQL, MySQL, Subversion, Perforce, Bamboo, Tomcat, Spring, Agile Methodologies, Software Development, SDLC, XML, JIRA, Web Applications, Agile Project Management, Oracle, Databases, Unix
Education
University of Florida
Mathematics
University of North Florida
Bachelor's Degree, Computer Science
EverBank August 2012 - Present
Beeline July 2011 - June 2012
Cerner Corporation January 2009 - July 2011
SuccessFactors July 2008 - November 2008
Vurv Technology January 2008 - June 2008
EverBank November 2005 - January 2008
EverBank November 2005 - January 2008
CitiStreet June 1996 - November 2005
CitiStreet June 1996 - November 2005
CitiStreet June 1996 - November 2005
Skills
Client Communications, Project Planning, Project Implementation, Training & Development, Staff Training, Project Management, Training Delivery, sales support, Proposal Writing, Corporate Communications, Marketing Communications, LMS administration, LMS implementation, Management, Software Documentation, Analysis, Human Resources, Strategy, Change Management, Employee Training, Training
Education
University of Florida 1994 — 1996
BA in Management, Business Management
St. Johns River Community College 1992 — 1994
AA
On Ideas October 2014 - Present
Self Employed June 2012 - September 2014
Tasty Image Chocolate June 2012 - September 2014
Daymon Worldwide 2006 - 2011
CitiStreet January 2002 - April 2006
Skills
Marketing, Graphic Design, Copywriting, Business Writing, Marketing Strategy, Email Marketing, Corporate Communications, Newsletters, Social Media, Event Management, Project Management, Digital Marketing, Account Management, PowerPoint, Direct Marketing, Brand Management, Market Planning, Brand Development
Education
University of North Florida 1992 — 2001
Bachelor of Arts (B.A.), Communications
State Street 2013 - Present
ING US Financial Services 2008 - 2012
CitiStreet January 2000 - June 2008
SunGard Shareholder Systems April 1994 - January 2000
Desktop Advantage April 1991 - April 1994
Boston Financial Data Services April 1983 - April 1991
Skills
Information Security..., Financial Services, Vendor Management, Outsourcing, SDLC, Business Analysis, Infrastructure, Technological Innovation, Enterprise IT Strategy, Enterprise IT..., IT Transformation, IT Management, Information Architecture, Executive Management, CIOs, Mobile Applications, Software Quality..., Security Audits, Network Architecture, Network Security, Mutual Funds, Qualified Retirement..., Capital Budgeting, Operating Budgets, SSAE 16, SAS70, Linux, Unix, IBM Mainframe, Windows Server, TRILL, IDS, IPS, PKI, HIPAA, Sarbanes-Oxley Act, SIEM, Software Development, Risk Management, Integration, Product Management, Project Management, GLBA, SB1386, SOX Compliancy
Education
University of Pennsylvania - The Wharton School
Bachelor of Science (B.S.), Economics
ING January 2013 - Present
ING February 2010 - December 2012
ING 2007 - February 2010
ING 2004 - February 2010
CitiStreet 2002 - 2004
CitiStreet 2001 - 2002
Aetna 1997 - 2001
Prudential Healthcare 1995 - 1997
US Navy 1985 - 1991
Skills
SDLC, Business Requirements, Business Intelligence, Requirements Gathering, SharePoint, Requirements Analysis, Business Analysis, Systems Analysis, Change Management, Management, Cross-functional Team..., Analysis, Process Improvement, Vendor Management
Education
University of North Florida 1991 — 1995
BBA, Accounting
Voya Financial August 2014 - Present
ING July 2008 - September 2014
CitiStreet August 2000 - July 2008
CitiStreet November 1996 - September 2000
Putnam Investments August 1995 - November 1996
Scudder Investments 1991 - 1995
Skills
Series 6, Registered..., Six Sigma, Green Belt..., Series 6, Retirement, Project Management, Asset Allocation, Insurance, Defined Benefit, 401k, Retirement Planning, Fixed Annuities, Financial Services, Defined Contribution, Securities, Mutual Funds, Wealth Management, Investments
Education
University of Massachusetts Boston 1987 — 1991
BA
Reliant Medical Group March 2010 - Present
ING August 2006 - February 2010
CitiStreet July 2001 - August 2006
John Hancock 2000 - 2001
Massachusetts Teachers' Retirement System 1999 - 2000
Skills
Training, Human Resources, ERISA, CRM, Defined Benefit, Project Management, Process Improvement, Retirement, Pensions, Mutual Funds, Analysis, 401k, Curriculum Development, Employee Benefits, Change Management, Management, Leadership, Financial Services, Business Analysis, Relationship Management, Investments, Customer Service, Finance, Employee Training, Vendor Management, Microsoft Excel, Financial Analysis, PowerPoint, Nonprofits, Research, Public Speaking, Business Process..., Administration, Microsoft Word, Employee Engagement, Customer Relations, Staff Development, Benefits Administration, Data Analysis, Strategy, HIPAA, Due Diligence, Troubleshooting, Relationship Building, Presentations, Internal Audit, Business Process, Business Requirements, Outlook, Program Development
Education
University of Massachusetts, Amherst 1993 — 1997
Bachelors, Communications
Natick High
Natick High
Natick High School
Crowley Maritime June 2015 - Present
Black Knight Financial Services September 2007 - Present
Blue Cross Blue Shield of Florida October 2006 - June 2007
CitiStreet June 2002 - October 2006
Principal Financial Group December 1989 - February 2002
Skills
SDLC, Test Planning, Testing, Quality Assurance, Manual Testing, SharePoint, Agile Methodologies, SQL, Test Cases, MS Project, Waterfall, DB2, ETL, Scrum, Visio
Education
University of Phoenix 1999 — 2001
Bachelor of Science, Management Information Systems
Florida Junior College Jacksonville, FL 1986 — 1988
Associate of Arts (A.A.), Business Administration and Management, General
Wells Fargo - Contractor May 2014 - Present
TIAA-CREF - Contractor March 2014 - April 2014
Bank of America - Contractor December 2012 - November 2013
Bank of America - Contractor January 2012 - September 2012
Bank of America August 2010 - September 2011
Bank of America - Contractor August 2008 - March 2010
Bank of America - Contractor March 2008 - June 2008
Tiaa-Cref - Contractor March 2006 - March 2008
Wachovia - Contractor November 2004 - May 2005
CitiStreet August 2000 - October 2004
Skills
Vendor Management, Business Analysis, Process Improvement, SDLC, Project Management, Visio, Financial Services, Data Analysis, Integration, Management, Software Project..., Requirements Analysis, E-commerce, Requirements Gathering, Project Portfolio..., Data Warehousing, Business Requirements, PMO
Education
University of Massachusetts, Amherst
Bachelor of Arts (B.A.), Psychology, Sociology
Epsilon May 2015 - Present
Cash America October 2011 - May 2015
Liberty Mutual April 2011 - October 2011
Advisen Ltd, New York, NY June 2007 - March 2011
Countrywide Home Loans, Westlake Village, CA September 2006 - April 2007
CitiStreet May 2005 - August 2006
Computer Age Management Services Pvt. Ltd. February 2004 - February 2005
SUN PHARMA March 1999 - January 2004
Skills
Oracle, SQL, Databases, XML
Education
University of Madras
Mercer 2005 - 2008
CitiStreet 2005 - 2005
MASSMUTUAL 2004 - 2005
DB ONLINE, DIVERSIFIED INVESTMENT ADVISORS 2003 - 2004
Fidelity Investments January 2001 - January 2003
Fidelity Investments January 1998 - January 2001
TOWERS PERRIN January 1996 - January 1998
WATSON WYATT WORLDWIDE January 1995 - January 1996
WF Corroon January 1993 - January 1995
BENEFIT ACTUARIES January 1991 - January 1993
Skills
Pensions, Defined Benefit, Retirement, Employee Benefits, Actuarial Science, Team Management, 401k, Analysis, Benefits Administration, Business Planning, CRM, Deferred Compensation, ERISA, Leadership, Management, Project Management, Vendor Management
Education
Clark University Graduate School of Management 1999 — 2003
M.B.A
University of Louisville 1986 — 1993
B. S.
Towers Watson June 2008 - Present
CitiStreet January 1998 - May 2008
Barnett Bank, N.A September 1995 - January 1998
Ideon Corporation March 1995 - September 1995
Skills
Change Management, Program Management, MS Project, Process Improvement, Employee Benefits, Project Management, Leadership, Management, CRM, Outsourcing, PMP, Vendor Management, SDLC, Budgets, Business Analysis, Defined Benefit, Requirements Analysis, Business Process..., Quality Assurance, Team Building, Risk Management, Requirements Gathering, Business Process, Visio, Software Project..., Project Portfolio..., PMO, Business Requirements, Business Intelligence, Analysis, Project Delivery, Software Documentation, SharePoint, IT Management, Integration
Education
Project Managment Institute 2007 — 2011
PMP Certification, Project Management
University of North Florida - College of Business Administration 1994 — 1997
MHRM, Human Resource Management
Virginia Polytechnic Institute and State University 1974 — 1979
BA, International Studies
Fidelity Investments December 2014 - Present
Voya Financial April 2014 - December 2014
ING U.S. April 2014 - April 2014
ING US July 2008 - March 2014
ING US January 2001 - July 2008
CitiStreet 2001 - 2008
Skills
Retirement Plan..., Wealth Management, ERISA, Defined Benefit, Securities, Asset Allocation, Series 63, Strategic Communications, Investments, Financial Services, Relationship Management, Employee Benefits, Sales, Pensions, Mutual Funds, Retirement Planning, Series 6, 401k, Defined Contribution
Education
University of Rochester 1997 — 2000
Bachelors, Economics, Math, Religion
Aquinas
TIAA-CREF January 2014 - Present
John Hancock September 2007 - December 2013
John Hancock September 2003 - September 2007
Lazard Asset Management March 2000 - March 2003
CitiStreet 2002 - 2003
Skills
Series 63, Investments, Life Insurance, Fixed Annuities, Mutual Funds, Finance, Retirement Planning, Wealth Management, Series 6, Retirement, Insurance, Equities, Financial Services, Asset Allocation, 401k, Series 7, Financial Planning
Education
University of Michigan - Stephen M. Ross School of Business 1995 — 1999
BBA, Finance/ Marketing
Children's Home Society of Florida June 2015 - Present
Children's Home Society of Florida April 2013 - June 2015
Stein Mart October 2009 - January 2013
W&O Supply, Inc May 2008 - September 2009
Corporate Care Works October 2007 - May 2008
Bluegreen September 2006 - October 2007
University of North Florida 2002 - 2006
CitiStreet March 2000 - July 2005
Skills
Performance Management, Organizational..., Training & Development, Policy, Employee Relations, Employer Branding, Employee Engagement, Organizational..., Talent Acquisition, Process Improvement, Succession Planning, Onboarding, Recruiting, Leadership Development, Talent Management, Human Resources, Coaching, Workforce Planning, Career Development, Team Building, HR Policies, Change Management, Workshop Facilitation, Conflict Resolution, Executive Coaching, Strategic Planning, Leadership, HR Consulting, College Recruiting, Staff Development, Instructional Design, Project Management, Program Management, Negotiation, Management, Management Development, Employee Training, Interviews, Personnel Management, Training, New Hire Orientations, Employee Benefits, Benefits Administration, HRIS, Time Management, Temporary Placement, Hiring, Outsourcing, Applicant Tracking..., Budgets
Education
Orange Park High School
Orange Park High School
Webster University
Master of Arts, Human Resources Development Minor: Management
University of Florida
Bachelor of Science, Parks, Recreation and Leisure Studies Emphasis - Therapeutic Recreation
Fiserv - Enterprise Technology 2012 - Present
Technology Association of Georgia 2012 - Present
Fiserv - Biller Solutions 2012 - 2012
Synovus 2010 - 2012
United Way of Tampa Bay 2009 - 2010
Ceridian - Benefits Solutions 2007 - 2009
TSYS Acquiring Solutions 2002 - 2007
Outerbounds Technologies 2001 - 2002
Aflac 1999 - 2001
CitiStreet 1996 - 1999
Skills
Process Improvement, Business Analysis, SDLC, Project Management, Vendor Management
Education
University of Florida 1988 — 1992
Optum October 2013 - Present
EXL Landa July 2009 - October 2013
ING, formerly CitiStreet 2000 - 2009
CitiStreet 2000 - 2009
ValueOptions 1996 - 2000
HCA 1989 - 1996
Skills
Team Leadership, Strategy, BPO, CRM, Cross-functional Team..., Managed Care, Business Process..., Contract Negotiation, Outsourcing, Leadership, Strategic Partnerships, Account Management, Management, Strategic Planning, Enterprise Software
Education
University of North Texas 1986 — 1989
BS, Business, Marketing
NGA Human Resources December 2014 - Present
Florida Department of Revenue October 2013 - December 2014
Aon Hewitt March 2011 - February 2013
ING 2008 - December 2010
CitiStreet 2000 - 2008
Enterprise Iron 2006 - 2006
Merrill Lynch 1994 - 2000
American Technical Ceramics November 1992 - June 1994
Skills
Compliance, Customer Relations, Pensions, Retirement, Financial Reporting, Investments, Auditing, Employee Benefits, Benefits Administration, Vendor Management, Benefits, Outsourcing, Operations Management, Vendor Relations, 401k, Problem Solving, Business Analysis, Analysis, Process Engineering, Coaching, Performance Management, Excel, Administration, Lotus Notes, SDLC, Management Consulting, Word, Microsoft Office, Account Management, Requirements Analysis, Documentation, Defined Contribution, OmniPlus, Retirement Benefits, Financial Services, Mutual Funds, Visio, Requirements Gathering, Microsoft Excel, ERISA, Defined Benefit, Process Improvement, Project Management, Software Documentation, System Administration
Education
University of Phoenix 1999 — 2003
BA with Honors, B.S. in Business/Administration
Florida State College of Jacksonville 1984 — 1987
General Studies
State Street Corporation November 2012 - Present
CitiStreet/ING 2006 - 2012
CitiStreet 2000 - 2006
Skills
Employee Benefits, Benefits Administration, Qualified Domestic..., Pension Administration, Qualified Retirement..., Defined Benefit, 401k, Executive Pay, Retirement, Performance Management, Human Resources, Employee Relations, PeopleSoft, New Hire Orientations, Leadership, Payroll, Customer Service, Public Speaking, Strategic Planning, Management, Team Building, Process Improvement, Vendor Management
Education
University of Phoenix
Master of Business Administration (MBA), Human Resources Management and Services
Investment Management December 2012 - Present
C2FO October 2011 - December 2012
Genworth Financial January 2006 - October 2011
CitiStreet February 2003 - January 2006
Emplanet Retirement Services May 2000 - December 2002
Skills
Business Development, Series 63, Leadership, Mutual Funds, Financial Services, Retirement, Sales, Portfolio Management, Fixed Annuities, Asset Management, Series 7, Sales Management, Defined Contribution, Strategic Planning
Education
University of Massachusetts, Amherst
BA, Economics
Southeastern Grocers 2013 - Present
Winn-Dixie 2006 - 2012
Daymon Worldwide 2005 - 2006
ICS 2004 - 2005
CitiStreet 2002 - 2004
AOL 2001 - 2002
Eagle Book Clubs 1999 - 2001
Skills
Marketing Strategy, Sales, Advertising, Press Releases, Merchandising, Human Resources, Program Management, P&L Management, Team Building, Community Outreach, Brand Management, Market Planning, Graphic Design, Store Management, Marketing, Food, Team Leadership, Forecasting, Retail, Consumer Products, Social Media, Analysis, Copywriting, Cross-functional Team..., Management, Public Relations, Profit, Budgets, Inventory Management, Competitive Analysis, Pricing, Brand Development, Customer Service, Product Development, Customer Insight, Account Management, Marketing Management, Digital Marketing, Strategic Planning, Training, Purchasing, Marketing Communications, Brochures, New Business Development, Private Label, Microsoft Excel, Research, Editing, Negotiation, Grocery
Education
University of South Florida – College of Business 2012 — 2015
Master of Business Administration (MBA), Business, Information Systems Management, Marketing, and Related Support Services, Honors
Women Unlimited LEAD – Leadership Program
George Washington University 1998 — 2000
Graduate, Publishing & Editing
Florida State University
B.A, English Literature
New Brunswick public schools 2012 - Present
Digit Payroll Corporation May 2011 - June 2012
Payroll Designs LLC October 2009 - February 2011
Manpower August 2008 - August 2009
AppleOne Employment Services 2007 - 2008
Randstad 2004 - 2007
Citistreet 2004 - 2005
Merrill Lynch Benefit and Investment Solutions 1996 - 2004
Skills
Customer Relations, Payroll Processing, Payroll, Negotiation, Account Management, New Business Development, Strategic Planning, Customer Service, Sales Management, Cold Calling, Human Resources, Budgets, Management, Recruiting, Sales, Sourcing, Talent Acquisition, Temporary Placement, Time Management
Education
University of Richmond 1991 — 1995
University of Richmond 1991 — 1995
Bachelor of Science, Economics
East Brunswick HS
Acosta Sales & Marketing July 2015 - Present
Citizens Property Insurance Corporation September 2014 - July 2015
AR Consulting Group (Currently Named Tisomo Consulting Group) October 2013 - July 2014
IBA April 2010 - May 2013
Acosta Sales & Marketing September 2005 - April 2010
CitiStreet February 2003 - December 2004
Aetna, INC. November 1996 - July 2000
Skills
Compensation Strategies, Compensation Structures, Global Compensation, Compensation Planning, Job Analysis, Job Evaluation, Job Descriptions, Deferred Compensation, Employee Benefits, Human Resources, Performance Management, Workforce Planning, Employee Relations, Succession Planning, FMLA, Management, Employee Engagement, Policy, Payroll, Sales Compensation
Education
University of Phoenix 2007 — 2008
MBA, Human Resource Management
University of Phoenix 2004 — 2006
Bachlors of Science, Business Management
I. Kruger Inc. January 2008 - Present
CitiStreet November 2003 - December 2007
Skills
Engineering, Sales, Ultrafiltration, Biosolids, Price Quotes, Product Development, Proposal Generation, Waste Water Treatment..., Drinking Water, Microsoft Office
Education
University of Maine 1998 — 2003
Bachelor of Science (B.S.), Electrical Engineering
Mesirow Financial - Investment Strategies December 2014 - Present
Retirement Alliance, Inc. October 2013 - November 2014
ING US November 2005 - September 2013
ING US February 2004 - November 2005
CitiStreet July 2002 - February 2004
Skills
401k, Retirement, Defined Contribution, Pensions, Series 63, Retirement Planning, Series 6, Mutual Funds, Investments, Series 65, Financial Services, Asset Allocation, Sales, Wealth Management, Investment Advisory, Financial Advisory
Education
University of Florida 1997 — 2001
Harris Corporation June 2015 - Present
Experienced Senior Accountant with MBA, CPA Eligible February 2015 - Present
Rayonier / Rayonier Advanced Materials November 2012 - February 2015
AmTrust Financial Services, Inc. (AFSI) 2015 - 2015
AmTrust Financial Services, Inc. (AFSI) 2015 - 2015
RailAmerica June 2008 - November 2012
Episcopal Children Services March 2007 - June 2008
Jacksonville Aviation Authority September 2006 - March 2007
Brooks Health System 2004 - 2006
CitiStreet September 2003 - June 2004
Skills
Accounting, Account Reconciliation, SOX Compliancy, General Ledger, Financial Analysis, Accruals, Great Plains Software, SAP, Microsoft Excel, Internal Audit, Financial Reporting, Journal Entries, Process Improvement, ADP Payroll, Bank Reconciliation, Budgets, Vlookup, Variance Analysis, Microsoft Word, Finance, Payroll, 10 Key, Accounts Receivable, Fixed Assets, Workday, Accounts Payable, Hyperion, Oracle, MS Excel Pivot Tables, Fund Accounting, Auditing, Internal Controls, Microsoft Dynamics GP, Sarbanes-Oxley Act
Education
University of North Florida - College of Business Administration 2002 — 2008
Master of Business Administration (MBA), Accounting and Business/Management, 3.23 / 4.0
University of North Florida 1998 — 2003
Bachelor of Business Administration (BBA), Accounting and Business/Management, 3.09 / 4.0
Florida Blue April 2013 - Present
Blue Cross and Blue Shield of Florida March 2010 - April 2014
University of North Florida January 2008 - March 2010
Med-Scribe Information Systems January 2008 - August 2009
Medical Services Company November 2006 - December 2007
Medical Services Company March 2006 - November 2006
CitiStreet January 2004 - December 2005
University of North Florida April 2002 - December 2003
Skills
Process Improvement, Requirements Gathering, Project Management, Program Management, XML, Testing, Salesforce.com, Visio, SDLC, Business Analysis, Software Documentation, Requirements Analysis, Social Media, Microsoft Excel, HTML, PowerPoint, Technical Writing, Social Networking, Microsoft Office, Agile Methodologies, Data Analysis, SharePoint, Systems Analysis, Risk Management, Analysis, Cross-functional Team..., Integration, Healthcare, Access, Leadership, Management, Project Planning, Troubleshooting, Business Requirements, Quality Assurance, Business Process, HIPAA, Team Building, Training, Customer Service, Outlook
Education
University of North Florida 2002 — 2006
Bachelors of Health Administration, Health Administration
Maersk Line November 2012 - Present
Maersk Line April 2012 - November 2012
Maersk Line October 2011 - April 2012
Maersk Line September 2009 - October 2011
Maersk Line November 2006 - September 2009
APM Terminals March 2005 - November 2006
CitiStreet September 2002 - June 2004
Skills
Finance, Accounts Payable, Accounts Receivable, Management, General Ledger, Invoicing, Business Strategy, Analysis, Financial Analysis, Microsoft Excel, SAP R/3, Sarbanes-Oxley Act, Process Improvement, Tax Preparation, Internal Audit, Accounting, Account Reconciliation, SAP, Payroll, Budgets, Tax
Education
University of Phoenix 2001 — 2005
Bachelor's degree, Accounting
Hulafrog, Inc. September 2014 - Present
Hulafrog, Inc. February 2012 - Present
Prudential Financial December 2003 - June 2005
CitiStreet February 2001 - December 2003
The Tolly Group January 2000 - February 2001
Skills
Social Media Marketing, Sales Operations, Account Management, Organizational..., Creative Writing, Social Media, Marketing, Online Advertising, Social Networking, Blogging, Digital Marketing
Education
University of Delaware 1995 — 1999
Bachelor of Arts (B.A.), English Language and Literature, General
Aon Hewitt June 2015 - Present
Voya Financial (formerly ING U.S.) 2013 - 2014
ING U.S. (formerly CitiStreet) 2007 - 2013
CitiStreet 2003 - 2007
CitiStreet 2000 - 2003
Wellspring Resources LLC 1996 - 2000
Skills
Customer Satisfaction, Leadership, Defined Benefit, Business Analysis, Requirements Analysis, Project Management, Data Analysis, Written Communication, Interpersonal..., Internal Controls, Problem Solving, CRM, 401k, Process Improvement, Cross-functional Team..., Management, Change Management, Risk Management, Vendor Management, Relationship Management, Managing Meetings, Six Sigma, Employee Benefits, Outsourcing, Business Process..., SDLC, Pensions, Call Centers
Education
University of Massachusetts, Amherst
Bachelor's Degree, Business Administration and Management, General
Mercer April 2015 - Present
Purchasing Power August 2011 - Present
E*TRADE Financial April 2010 - December 2010
ADP October 2007 - April 2010
Travillia Construction Company June 2002 - October 2007
CitiStreet June 2000 - January 2002
Fidelity Investments January 1998 - January 2000
Fidelity Investments January 1994 - January 1998
Skills
Process Improvement, SDLC, Project Management, Project Planning, Integration, Business Analysis, Analysis, Change Management, Management, Team Building, Training, Recruiting, CRM, Vendor Management, Employee Benefits, Leadership, Human Resources, Strategic Planning, Consulting, Customer Service, Employee Relations
Education
Northeastern University
Bachelor of Science, Finance
University of Phoenix
Master of Arts, Organizational Management
Metlife Premier Client Group of the Midwest January 2006 - Present
CitiStreet January 1997 - December 2005
The Copeland Companies June 1990 - December 1996
Skills
Financial Planning, Retirement Planning, Wealth Management, Wealth Preservation, Wealth Transfer, Risk Management, Investments, Insurance, Small Business, Long-term Care, Asset Management, Asset Allocation, Public Speaking, Group Presentations, Business Planning, Strategic Communications, Strategic Planning, Investment Advisory..., Certified Financial..., Retirement Income...
Education
University of Houston 1989 — 1990
BBA, Marketing and Finance
Voya Financial April 2012 - Present
GE Capital August 2008 - October 2008
Citi May 1998 - August 2008
CitiStreet 1996 - 2005
Skills
Management, Customer Service, 401k
Education
University of Scranton 1994 — 1996
Deloitte Consulting August 2011 - Present
Deloitte Consulting September 2010 - August 2011
Capital City Trust Company February 2006 - September 2010
Hewitt Associates May 2003 - December 2005
Hewitt Associates December 1998 - May 2003
CitiStreet 1996 - 1998
Skills
Investments, IRA's, Pension Administration, Roth IRA, Annuities, Retirement Planning, 401k, Retirement, Mutual Funds, Pensions, SEP, Profit Sharing, Long Term Care, Disability Insurance, Portfolio Management, Asset Management, Wealth Management, Financial Planning, Savings, Equities, Defined Benefit, Rollovers, Hedge Funds, Real Estate, Funding, Asset Allocation, 401k Rollovers, 529 Plans, Private Equity, Securities, Investment Advisory, Valuation, Wealth Accumulation, Insurance, Estate Planning, HR Consulting, Benefits Administration, Strategic Financial..., IRAs, Asset Managment, Long-term Care, Business Planning, Management Consulting, Investment Management, Outsourcing, Investment Strategies, Pension Funds, CRM, Series 7, HR Transformation
Education
University of Florida 2009 — 2011
Master of Business Administration (M.B.A.)
University of Florida - Warrington College Of Business 1992 — 1994
Bachelor of Science (BS), Finance, General
Hernando High 1986 — 1990
iMethods September 2004 - Present
Medical Methods September 2004 - January 2011
CitiStreet August 2003 - August 2004
Bank of America 2000 - 2003
Norrell Services 1997 - 2000
Skills
Recruiting, Technical Recruiting, Talent Acquisition, Applicant Tracking..., Leadership Development, Workforce Planning, Team Leadership, Staff Development, Human Resources, Onboarding, Leadership, Talent Management, Employee Relations, Employee Training, College Recruiting, Temporary Placement, Healthcare, Management, Internet Recruiting, Employee Benefits, Personnel Management, Hiring, Staffing Services, Consulting, Project Management, Training, Sourcing, Healthcare Information..., Interviews
Education
University of North Florida - College of Business Administration
Bachelor, Business Administration
Staten Island Breast Cancer Research Initiative September 2010 - Present
College of Staten Island April 2009 - September 2010
Oxford University Press August 2001 - July 2008
CitiStreet August 1998 - August 2001
Skills
Spanish, Human Resources, Editing, Higher Education, PowerPoint, Community Outreach, Event Planning, Microsoft Office, Proofreading, Customer Service, Fundraising, Leadership, Nonprofits, Content Development, Email Marketing, Public Speaking, Publishing, Research, Social Media, Strategic Planning, Training, Content Management, Management
Education
University of Scranton 1994 — 1998
B.A., International Language-Business
Mats Inc. May 2013 - Present
Rue La La March 2013 - April 2013
CenturyLink September 2008 - March 2012
Gambro October 2007 - May 2008
Fast Search & Transfer, Inc August 2006 - May 2007
CitiStreet March 2006 - July 2006
Panalpina June 2000 - March 2002
FRITZ LOGISTICS(TIANJIN)CO.,LTD. Shanghai Branch June 1998 - May 2000
Skills
General Ledger, Account Reconciliation, Variance Analysis, Accounting, Financial Analysis, Accounts Payable, Cash Flow, Real Estate, Tax, PeopleSoft, Budgets, Auditing, Accruals, GAAP, ADP Payroll, PAYCHECK, Sales Tax
Education
University of Massachusetts Boston 2003 — 2005
Bachelor, Accounting & Finance
JPMorgan Chase & Co. October 2014 - September 2015
Morgan Stanley October 2005 - September 2014
Protiviti 2004 - 2005
Ricondo & Associates 2001 - 2004
CitiStreet May 2000 - July 2000
Lucent Technologies Bell Labs August 1999 - December 1999
U.S. House of Representatives June 1999 - August 1999
Skills
Analysis, Business Process, Information Technology, Risk Management, Integration, Financial Risk, Process Improvement, Sybase, Investment Banking, ITIL, IT Audit, Reference Data, Hedge Funds, IT Risk Management, Fixed Income, Equities, Capital Markets
Education
University of Florida - Warrington College Of Business 1996 — 2000
BS, Decision Information Science
Foxborough Public schools September 2013 - Present
State Street February 2007 - December 2010
State Street 2004 - 2007
State Street 2000 - 2004
Citigroup / CitiStreet 1998 - 2000
CitiStreet 1995 - 1998
Manpower Inc. 1992 - 1995
Skills
Previously accredited..., School Council -..., Sales, Relationship Management, Sales Process, New Business Development, Licensed Middle School..., Licensed High School..., Mathematics Tutor..., Banking, Employee Benefits, Financial Services, Strategy, Business Analysis, Business Development, Marketing, Sales Management, Investments, Process Improvement, CRM, Risk Management, Insurance, Mutual Funds
Education
University of Rhode Island 1985 — 1991
BA
ING October 2008 - Present
CitiStreet February 2006 - September 2008
Skills
Lotus Notes
Education
University of North Florida 2001 — 2002
Xerox September 2009 - Present
ING July 2008 - August 2009
CitiStreet November 2004 - June 2008
Hewitt Associates August 1998 - October 2004
University of Illinois at Chicago December 1993 - July 1998
Skills
Outsourcing, Process Improvement, Requirements Analysis, Vendor Management, Documentation, SDLC, Project Management, Quality Assurance, Requirements Gathering, Solution Implementation
Education
University of Illinois at Chicago 1994 — 1996
MS, Accounting
University of Illinois at Chicago 1990 — 1993
BS, Accounting
Citi January 2015 - Present
Citi December 2005 - December 2014
CitiStreet August 2004 - August 2004
Skills
Security, Information Security, Vulnerability Assessment, Penetration Testing, Network Security, Application Security, Information Security..., CISSP, Computer Security, Vulnerability Management, Unix, PCI DSS, IDS, IT Audit, CEH, Program Management, Programming, GMOB, Threat Modeling, Red Team, Networking
Education
University of Miami 2001 — 2005
Information Technology, Computer Engineering
CBRE September 1999 - Present
CitiStreet 1996 - 1999
Skills
Leases, Real Estate, Tenant, Landlord, Landlords, Real Estate Development, Disposition, Location Intelligence, Tenant Representation, Brokerage, Lease Negotiations, Commercial Real Estate, Real Estate Economics, Shopping Centers, Corporate Real Estate, Lease Administration
Education
University of Florida 1987 — 1991
University of North Florida
The LBA Group 2007 - Present
CitiStreet 1996 - 2006
Data Plans (Pencor) August 1990 - March 1996
First Coast Capital Management, Inc. October 1986 - June 1990
Education
University of North Florida - College of Business Administration 1984 — 1986
U.S. Bank (formerly FSV Payment Systems) December 2012 - Present
FSV Payment Systems March 2010 - December 2012
FSV Payment Systems, Inc. October 2006 - March 2010
CitiStreet 1998 - 2006
Skills
Payments, Security, Compliance, Risk Management, PCI DSS, Information Security..., SAS70, CISSP, Process Improvement, Disaster Recovery, Information Technology, Business Continuity, Integration, Vendor Management, Information Security, IT Management, Business Analysis
Education
University of Maryland College Park 1992 — 1996
Bachelor of Science, International Business
International School of Amsterdam
ING Retirement Services December 2012 - Present
ING Retirement Services 2011 - November 2012
ING Retirement Services` 2008 - 2011
CitiStreet 2001 - 2008
PathTech/Strategic Technologies 1998 - 2001
Universal Card Services 1996 - 1998
Software Systems Development Corporation 1990 - 1996
Bay Area Software Systems 1985 - 1990
Skills
ClearCase, SDLC, Visio, COBOL, Unix, Management, Vendor Management, Integration, Microsoft SQL Server, Business Analysis, Requirements Analysis, Databases, Project Management, Quality Assurance, Oracle, Software Project..., SharePoint, SQL, Change Management, Linux, Process Improvement, Requirements Gathering, Leadership, Access
Education
Webster University 2008 — 2010
MBA, Masters of Business Administration
University of Miami 1976 — 1980
Bachelor of Arts (B.A.), Music Management
Johnson & Johnson May 2013 - Present
Merck May 2011 - May 2013
Johnson & Johnson May 2008 - May 2010
Citistreet February 1997 - October 2007
Skills
Cross-functional Team..., Project Planning, PMP, Management, Business Analysis, SDLC, Quality Assurance, Change Management, Databases, Requirements Analysis, User Acceptance Testing, Vendor Management
Education
University of Hyderabad
Bachelors, Business Administration and Accounting
Slalom Consulting July 2014 - Present
Spencer Stuart December 2013 - June 2014
Tribune Company July 2011 - November 2013
Datamatics global Services (Synovate- IL and Microsoft - WA) March 2011 - June 2011
NEC Corporation of America January 2009 - March 2011
Vertrue July 2007 - October 2008
citistreet January 2007 - June 2007
21st century mortgage October 2006 - December 2006
Information Research Technology - NZ July 2004 - August 2006
Technologies ,India August 2002 - June 2004
Skills
SSIS, SSRS, Microsoft SQL Server, T-SQL, Data Warehousing, Business Intelligence, OLAP, Database Design, SDLC, PL/SQL, .NET, Database Administration, Analysis Services, ASP.NET, Databases, ETL, C#, SQL, VB.NET, XML, SharePoint, TFS
Education
University of Waikato 2004 — 2006
MS, Image Processing, Databases
University of Madras 1998 — 2002
BE, Computer Programming, Electronics
HR Block December 2008 - April 2009
CitiStreet January 2005 - June 2008
CitiStreet January 2004 - January 2005
CitiStreet March 2003 - January 2004
CitiStreet June 2002 - March 2003
Education
University of Notre Dame 1997 — 2001
B.S., Mathematics
Edward Jones December 2013 - June 2015
Prudential Financial February 2011 - December 2013
The Hartford February 2011 - December 2013
Genworth Financial November 2006 - January 2011
CitiStreet September 2004 - November 2006
Strategic Financial Partners October 2000 - September 2004
Ladex Company, Inc May 1991 - October 2000
Skills
Insurance, College Planning, Retirement Planning, Stocks, Bonds, Mutual..., Series 6, 7, 63, 66, Annuities, Long Term Care, Divorce Planning
Education
Nazareth College of Rochester
BS, Business
University of Rochester
University of Rochester
Florida State College at Jacksonville October 2014 - Present
Wildes Investigations, LLC September 2013 - Present
Office of the Public Defender, 4th Circuit, Jacksonville, Florida January 2009 - July 2013
Greg Strickland Investigations November 2007 - December 2008
CitiStreet July 2007 - September 2007
Cummer Museum of Art & Gardens November 2004 - July 2007
Jacksonville Sheriff's Office April 1975 - September 2004
Skills
Security Management, Private Investigations, Security Investigations, Police, Corporate Security, Enforcement, Access Control, Security, Criminal Defense, Training, Workplace Violence, Counterintelligence, Executive Protection, Personal Protection, Counter Surveillance, Interrogation Techniques, Personal Security, Asset Protection, Security Training, Undercover, Patrol, Law Enforcement, Investigation
Education
University of North Florida 1979 — 1981
Bachelor of Arts, Criminal Justice/Police Science
Citi Fund Services 2008 - Present
Citi Fund Services November 2007 - December 2008
CitiStreet June 2003 - December 2006
Skills
Financial Services, Mutual Funds, Securities, Risk Management, Investments, Business Analysis, Relationship Management, Process Improvement, Series 63, Vendor Management, Customer Service, Call Center, Microsoft Excel, Project Management, Operations Management, Series 6, Management, Business Process..., Microsoft Office, Change Management, Outlook, Microsoft Word, Performance Management, Leadership, Call Centers, Fund Administration, Banking, Analysis, Fund Accounting, Equities, Fixed Income
Education
University of Maryland College Park 1993 — 1995
M.A.
University of Maine 1987 — 1991
B.A.
Spotted Dog Software 1999 - Present
PaySpan November 2014 - Present
Bank of America July 2014 - October 2014
Citi January 2013 - July 2014
PSS October 2011 - January 2013
Bank of America March 2010 - October 2011
Availity November 2005 - April 2010
CitiStreet October 2001 - November 2005
Homeside Lending 1998 - 1999
Tillinghast 1994 - 1997
Skills
Architecture, Mobile Applications, Agile Methodologies, SDLC, SOA, Java Enterprise Edition, Spring, Enterprise Architecture, Hibernate, Websphere, Web Services, Software Development, Requirements Analysis, SQL, Java, Groovy, Grails, MongoDB, REST, Hibernate 3.1, JPA, J2EE Application..., SOAP, Tomcat, JUnit, AJAX, JSP, JBoss Application Server, EJB, JavaScript, Oracle, UML, jQuery, Spring Framework
Education
University of North Florida 1987 — 1989
BS, Mathematics and Computer Science
University of Miami 1982 — 1984
THG Inc. (The Heller Group) April 2014 - Present
Heartland Payment Systems 2003 - Present
Mission OG June 2015 - Present
Network Branded Prepaid Card Association June 2010 - June 2012
FSV Payment Systems November 2005 - September 2010
Vital Processing (Payment Processor) 1999 - 2004
CitiStreet 1996 - 1999
Barnett Banks, Inc 1990 - 1996
Shearson Lehman Bros. December 1989 - August 1990
Fidelity Bank July 1966 - April 1989
Skills
Payment Card Processing, Payments, Financial Services, Electronic Payments, Debit Cards, Payment Systems, Mobile Payments, Business Strategy, Credit Cards, E-payments, Cards, Entrepreneurship, Relationship Management, Strategic Planning, Business Development, Executive Management, Strategic Partnerships, Acquiring, Mobile Commerce, Transaction Processing, Payment Gateways
Education
University of Pennsylvania - The Wharton School 1985 — 1987
MBA, Finance -- Management
LaSalle University 1966 — 1977
BS, Applied Mathematics
AT&T Unix Team LeadStop & Shop2006 - 2007
CitiStreet 2004 - 2006
CGEY/Consortium Health Provider (CHP), New York, NY 1997 - 2004
Skills
Linux, AIX, Unix, HP-UX, Servers, Windows, Databases, System Administration, Hardware
Education
University of Haifa 1976 — 1981
BA + MB, Economics Math and Business
VOYA Financial January 2011 - Present
ING January 2011 - August 2012
ING July 2008 - January 2011
CitiStreet May 2005 - July 2008
AEtna 1999 - 2002
Prudential 1978 - 2002
Prudential Financial 1978 - 2002
Skills
Certified Green Belt, SDLC, Business Analysis, Requirements Analysis, Visio, Process Improvement, Vendor Management, SharePoint, SQL, User Acceptance Testing, DB2, Software Documentation, Project Management, Business Requirements, Quality Assurance, Requirements Gathering, MS Project, Change Management, Testing, Databases, Leadership, Business Process..., IT Management, Microsoft SQL Server, Integration, Software Project..., Software Development, Systems Analysis, ITIL, Disaster Recovery, IT Strategy, Data Warehousing, PMP
Education
University of North Florida 1982 — 1984
Vurv Technology Director, Customer SupportTaleo2007 - 2008
Citistreet 2001 - 2007
Education
University of Florida - Warrington College of Business Administration 1996 — 2000
PanAgora Asset Management August 2012 - Present
GE Asset Management January 2011 - August 2012
BNY Mellon Asset Management February 2006 - November 2010
CitiStreet March 2004 - February 2006
Natixis September 2000 - January 2004
Fidelity Investments June 1993 - September 2000
Skills
Series 7, Investments, Series 63, Alternative Investments, Series 6, Series 3, Asset Allocation, Mutual Funds, Fixed Income, Securities, Investment Management, Portfolio Management
Education
University of New Hampshire 1989 — 1993
EZ Fitness of Jacksonville, Corp d/b/a/ Title Boxing Club February 2013 - Present
ING 2008 - December 2011
CitiStreet December 2004 - December 2008
State Street 2000 - 2003
State Street Bank 1996 - 2002
Skills
Vendor Management, Operating Budgets, Contract Negotiation, Operations Management, Data Conversion, Budget Management, Process Improvement, Change Management, Outsourcing, Business Process..., Transition Management, Leadership, Financial Services, Business Analysis, Employee Benefits, Performance Management, Franchising, Franchise Agreements, Lease Negotiations, Franchise Consulting, Downsizing, Training, Management, Customer Service, Sales, Marketing
Education
University of North Florida - College of Business Administration
University of North Florida - College of Business Administration
Guggenheim Investments December 2011 - Present
Guggenheim Funds November 2009 - December 2011
Merrill Lynch February 2004 - November 2009
Bank of America February 2004 - November 2009
Salomon Smith Barney 2000 - 2003
Citistreet 1996 - 2000
Citigroup 1996 - 2000
Skills
Investments, Asset Managment, Financial Advisory, 401k, High Net Worth..., ETFs, Closed-end Funds, Series 7, Series 63, Mutual Funds, Asset Allocation, Alternative Investments, Investment Strategies, Investment Advisory, Investment Management, Securities, Fixed Income, Bonds, Portfolio Management, Strategic Financial..., Asset Management, Uniform Combined State..., Separately Managed..., Wealth Management, Fixed Annuities
Education
University of Maryland University College 1984 — 1989
Finance
Citizens Bank May 2014 - Present
First Marblehead Corporation September 2011 - May 2014
Union Federal Savings Bank May 2008 - February 2012
First Marblehead Corporation September 2007 - September 2011
First Marblehead Corporation October 2004 - September 2007
Fleet Bank November 2002 - May 2004
CitiStreet March 2000 - May 2002
Skills
Private Student Loans, Bank Secrecy Act, Board of Directors..., M & A Due Diligence, CFPB, Enterprise Risk..., Regulatory Examinations, Regulatory Compliance, OCC, Due Diligence, Risk Management, AML, Sarbanes-Oxley, Privacy Law, Financial Risk, Banking, Management, Internal Controls, Internal Audit, Auditing, Mutual Funds, Sarbanes-Oxley Act, Credit, Operational Risk, Credit Risk, Risk Assessment, Corporate Governance, Operational Risk..., Financial Analysis, USA PATRIOT Act, Leadership, Financial Services, Portfolio Management, Cash Management, Financial Modeling, Business Process..., Credit Analysis, Mergers & Acquisitions, OFAC, Finance, Corporate Finance, Capital Markets, Financial Institutions, Securitization, Loan Origination
Education
University of Kentucky
University of Kentucky College of Law
JD, Law
Brown Brothers Harriman February 2013 - Present
Brown Brothers Harriman June 2010 - Present
Brown Brothers Harriman January 2010 - June 2010
Brown Brothers Harriman September 2008 - January 2010
CitiStreet July 2007 - September 2008
US Bank May 2005 - July 2007
Houghton Mifflin Company 1998 - 2005
Skills
Talent Management, Employee Relations, Human Resources, Onboarding, Recruiting, Succession Planning, Organizational Design, Financial Services, Performance Management, HRIS, Employee Benefits, Employee Engagement, Analysis, Talent Acquisition, Management, Deferred Compensation
Education
University of New Hampshire 1993 — 1997
BA
TIAA-CREF March 2006 - Present
CitiStreet April 1998 - March 2006
John Hancock June 1993 - March 1998
Education
University of Massachusetts, Amherst 1989 — 1993
BA, Finance
Deutsche Bank May 2012 - Present
ADT Security Services February 2012 - June 2012
Lender Processing Services, Inc. (LPS) October 2010 - January 2012
Allstate March 2010 - July 2010
ING July 2008 - February 2010
CitiStreet July 2003 - June 2008
Wellspring Resources June 1999 - July 2003
SOLCORP - US 1998 - 1999
SOLCORP UK 1996 - 1998
SOLCORP (EDS) - Canada 1994 - 1996
Skills
Process Improvement, Risk Management, Project Management, Team Leadership, Leadership, CRM, SDLC, Visio, Outsourcing, Project Planning, Training, Team Building, Management, Enterprise Software, Requirements Analysis, Vendor Management, Strategic Planning, Business Process..., Business Analysis, Business Process, IT Strategy, Integration, Requirements Gathering, Business Planning
Education
University of Illinois at Chicago 1975 — 1979
B.S., Accounting
Fidelity National Financial May 2005 - Present
CitiStreet May 2002 - May 2005
CTI April 1991 - September 1997
Skills
Data Warehousing, Oracle, Toad, Business Objects, SQL, Databases, Microsoft SQL Server, SDLC, Data Modeling, Database Design, Business Intelligence, ETL, PL/SQL, Data Analysis, SSIS, Informatica, SSRS, T-SQL, Enterprise Architecture, SQL Tuning
Education
University of North Florida 1998 — 2002
B.S., Computer and Information Sciences
Florida Centers of Sleep Medicine October 2008 - Present
CitiStreet July 2002 - July 2007
Stein Mart April 1996 - June 2002
Education
University of Phoenix 2003 — 2009
MBA, Public Adminstration
FIS - Fidelity Information Services November 2012 - Present
Fidelity Information Services June 2012 - November 2012
Blue Cross Blue Shield of Florida August 2011 - March 2012
ING August 2007 - December 2010
CitiStreet 2001 - 2007
Prudential Insurance Company of America 1985 - 1998
Skills
Application Development, Team Building, SDLC, Project Management, Access, Requirements Gathering, Requirements Analysis, Software Development, Business Requirements, Quality Assurance, Analysis, Software Documentation
Education
University of Mary Washington 1981 — 1985
BA, Economics
Avon May 2013 - Present
Tupperware Brands March 2010 - Present
Liberty Mutual Insurance January 2010 - Present
Work First, Inc September 2009 - January 2010
ING August 2003 - December 2008
CitiStreet 2003 - 2008
MBNA October 2000 - March 2001
Skills
Insurance, Microsoft Office, Microsoft Excel, Accounting, Retirement Planning, Commercial Insurance, Customer Service, Political Science, Petroleum Economics
Education
University of Maine 1999 — 2003
Bachelors of Arts, Political Science
University of Maine at Farmington 1999 — 2003
2003, Political Science
Voya Financial July 2008 - Present
CitiStreet January 2001 - July 2008
State Street July 1996 - December 2000
MERCK-MEDCO MANAGED CARE, INC January 1994 - July 1996
Skills
Employee Benefits, Succession Planning, Talent Management, Employee Engagement, Performance Management, Outsourcing, Recruiting, Employee Relations
Education
LAROCHE COLLEGE
M.S, Human Resources Management
University of Rhode Island
B.A, Communications
Landstar December 2004 - Present
CitiStreet 2000 - 2004
Education
University of North Florida 1995 — 1999
Bachelor of Arts (B.A.)
Bank of America Merrill Lynch September 2009 - Present
Merrill Lynch/Xcitek Consulting Services August 2007 - May 2008
ExpertPlan November 2006 - May 2007
CitiStreet March 2001 - March 2006
CitiStreet April 1999 - March 2001
CitiStreet March 1997 - August 1999
Education
University of Scranton 1988 — 1992
B.S., Marketing
Black Knight Financial Services June 2013 - Present
Body Central August 2009 - 2013
Convergys Corp January 2009 - August 2009
Convergys Corp May 2006 - January 2009
Comdata Corp., Stored Value Systems December 2004 - May 2006
CitiStreet July 2002 - February 2004
Body Shops of America May 2000 - August 2000
Skills
Visio, Unix, SQL, Troubleshooting, Lotus Notes, SQL Server 2005/2008, Microsoft Office, SAP, HP Quality Center, Wireless Networking, Windows Server 2003, Windows Server 2008, Quality Center, Microsoft SQL Server, Business Process, Windows Server, DNS, Testing, VMware, SharePoint, MS Project, Access, XP, Active Directory
Education
University of Florida 1997 — 2002
BSBA
University of Florida - Warrington College of Business Administration 1997 — 2002
BSBA
ADP (Automated Data Processing) February 2010 - October 2012
ING (formerly Citistreet) January 1994 - January 2009
Citistreet January 2001 - January 2003
CitiStreet January 1998 - January 2000
CitiStreet January 1996 - January 1997
CitiStreet January 1994 - January 1996
Skills
Employee Benefits, Customer Service, Leadership, Pensions, Payroll, Management, Defined Benefit, 401k, Benefits Administration, Call Centers, ERISA, Outsourcing, Insurance, Deferred Compensation, CRM
Education
Rutgers University
Bachelors, American History
University of Pennsylvania - The Wharton School
CEBS, Employee Benefits
Dean A Conway Independent DistribuotorIndependent Distributor Alive/Worldwide RevvNrgApril 2010 - Present
Attendant Services Inc May 1988 - Present
CitiStreet February 2002 - July 2007
Skills
Series 6, Time Management, Customer Service, Financial Planners, Microsoft Excel, Pensions, Retirement, Retirement Planning, Investments
Education
University of Maine 1991 — 1999
Business, accounting / business
LHS
Janus Capital Group HNW SpecialistFidelity InvestmentsMay 2011 - January 2015
Nelnet January 2007 - May 2010
CitiStreet April 2005 - September 2006
Skills
Series 7, Series 63, Microsoft Excel, Microsoft Office, Citrix, Siebel, XTRAC, Mainframe, QuickBooks, Process Improvement, Business Analysis, Customer Service, Financial Services, Risk Management, Access
Education
University of North Florida - College of Business Administration 2008 — 2010
Accounting
University of Miami 2000 — 2002
Architecture
IsaGenix September 2014 - Present
Enterprise Iron Financial Industry Solutions, Inc. January 2014 - Present
ASA June 2012 - January 2014
ING May 2001 - January 2012
Citistreet May 2001 - January 2012
New England Financial 2000 - 2001
Putnam 1989 - 2000
Skills
Six Sigma Green Belt, Certificate in Project..., SDLC, Business Analysis, Process Improvement, Vendor Management, Visio, Change Management, Requirements Analysis, Outsourcing, Relationship Management, PMP, Program Management, SharePoint, Business Requirements, Business Process..., Operations Management, Requirements Gathering, Testing, Project Management
Education
University of Massachusetts Boston 1988 — 1992
Voya Financial 2009 - Present
New York Life Insurance Company 2008 - 2009
CitiStreet 2004 - 2008
Putnam Investments 2000 - 2004
Skills
Series 63, Series 7
Education
University of Massachusetts Boston 2000 — 2002
MBA
University of Massachusetts Boston 1996 — 2000
BA, English
TSYS August 2013 - Present
State of Missouri August 2011 - August 2013
Edward Jones August 2010 - July 2011
DST Systems January 2001 - July 2010
CitiStreet May 2000 - January 2001
Computer Associates(contract to BCBS of FL) April 1996 - September 1999
Deutsche Financial Services March 1995 - November 1995
MCDONNELL DOUGLAS HELICOPTER COMPANY January 1981 - July 1990
Skills
SDLC, COBOL, DB2, JCL, CICS, Software Documentation, TSO, Requirements Gathering, Testing, MVS, Business Analysis, IBM Mainframe, Easytrieve, Analysis, Syncsort
Education
Indian Hills JC
AAS, Computer Programmer/Analyst
University of Iowa
BA, political science, economics
Voya Financial (formerly ING U.S.) July 2008 - Present
CitiStreet July 2000 - June 2008
State Street Global Markets January 1997 - June 2000
Fidelity Investments June 1994 - December 1996
Fidelity Investments July 1990 - December 1994
Skills
Business Analysis, Business Requirements, Vendor Management, Process Improvement, Relationship Management, Risk Management, User Acceptance Testing, SDLC, Requirements Analysis, Project Portfolio..., Financial Services, PMO, Requirements Gathering, Business Process..., Strategy
Education
University of Florida
BSBA, Finance
ING July 2008 - Present
CitiStreet January 2000 - June 2008
Education
University of Massachusetts Boston 1983 — 1987
Bachelor, Management
Intuitive Surgical December 2011 - May 2012
Stryker Endoscopy June 2010 - November 2011
AT&T December 2007 - September 2009
CitiStreet February 2007 - August 2007
Skills
Human Resources, Management, Invoicing, Sales, Customer Service, Negotiation, Pricing, Sales Management, Credit, Hospitals, Recruiting, Process Improvement, Cross-functional Team..., Cold Calling, Performance Management, Medical Devices, Talent Management, Employee Relations, Talent Acquisition, Investments
Education
University of North Florida 2004 — 2009
Business Administration, Marketing
Paxon School for Advanced Studies 2000 — 2004
Acosta Sales & Marketing January 2015 - Present
Acosta Sales & Marketing October 2012 - Present
ING July 2008 - October 2012
CitiStreet August 2002 - July 2008
Allstate Workplace Division 2000 - August 2002
System Innovators, Inc. 1999 - 2000
Merrill Lynch 1997 - 1999
Florida Blue 1995 - 1997
RS&H 1991 - 1995
Data Technical Research 1988 - 1991
Skills
Visual Studio, Java, Perl, Databases, Software Design, Software Architectural..., Rules Engines, Microsoft Technologies, Visual Basic, Operating Systems, Technical Support, T-SQL, Microsoft SQL Server, Software Development, Oracle, IIS, PL/SQL, Linux
Education
University of Florida 1982 — 1984
Liberty International Underwriters June 2001 - Present
CitiStreet May 2000 - August 2000
Commonwealth of Massachusetts Division of Employment and Training May 1998 - May 2000
Skills
Liability, Underwriting, Fiduciary Liability, Employment Practices..., D&O
Education
University of Massachusetts Boston 1994 — 2000
•Bachelor of Science Degree in Business Administration, Finance and Management Science Information Systems (MSIS)
Mercer Communication Practice July 2014 - Present
Mercer February 2013 - July 2014
Mercer July 2005 - February 2013
CitiStreet March 2005 - July 2005
Putnam Investments January 2004 - March 2005
Putnam Investments July 2002 - January 2004
Putnam Investments May 2000 - July 2002
Putnam Investments March 1999 - May 2000
Putnam Investments September 1997 - March 1999
Putnam Investments March 1997 - September 1997
Skills
Employee Benefits, 401k, Benefits Administration, Retirement, Mutual Funds, Defined Benefit, Employee Engagement, Retirement Planning, Leadership Development, New Hire Orientations, Pensions, Financial Services, Employee Training, Internal Communications, Marketing Communications, Employee Relations, Creative Strategy, Employer Branding, Integrated Marketing, Wealth Management, Securities, Time Management, Corporate Communications, Asset Allocation, Strategic Communications, Training, HRIS
Education
University of New Hampshire 1989 — 1993
Bachelor of Arts, Sociology
UC Berkeley June 2007 - Present
CitiStreet December 1999 - April 2007
State Street October 1996 - November 1999
Skills
Oracle, Oracle Enterprise..., Microsoft SQL Server, MySQL, PostgreSQL, Linux, Oracle PL/SQL..., Performance Tuning, Toad, Unix Shell Scripting, SQL, Databases, Unix, Shell Scripting, Business Analysis, Database Administration, Data Migration, Integration, ETL, Enterprise Architecture
Education
University of Missouri-Columbia 1977 — 1982
Bachelor of Arts (B.A.), Computer Science
Fidelity Investments 2007 - Present
CitiStreet December 2005 - January 2007
Continental Airlines October 1997 - June 2005
Education
Rivier University 2010 — 2013
MAT, Spanish Language Teacher Education, Graduate Student
University of Maine at Farmington 1993 — 2002
International Relations, French Language and Literature
University of Miami 1995 — 1997
Latin American Studies, Spanish Language and Literature