DST Retirement Solutions
Industry: Company
DescriptionFounded: 2008 Subsidiary: Wealth Management Systems Inc.
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DST Retirement Solutions Employees
DST Retirement Solutions May 2011 - Present
DST Systems 2002 - 2011
CBIZ MHM, LLC 1998 - 2002
Buck Consultants 1996 - 1998
American Century Investments 1988 - 1996
Skills
Employee Benefits, Pensions, Mutual Funds, 401k, Financial Services, Retirement Planning, Retirement, Defined Contribution, ERISA, Defined Benefit, Series 6, Securities
Education
Truman State University 1984 — 1988
BS, Business Administration - Human Resources
Vicor Corporation May 2015 - Present
DST Retirement Solutions August 2013 - May 2015
DST Retirement Solutions September 2004 - July 2013
Schneider Automation January 2001 - June 2003
Skills
Ant, Software Development, Eclipse, DB2, Microsoft SQL Server, Java, SQL, XML, SDLC, JavaScript
Education
Boston University 2006 — 2009
Master’s Degree, Computer Science
Northeastern University 1999 — 2004
Bachelor of Science (B.S.), Computer Science
EMPOWER Retirement February 2015 - Present
DST Retirement Solutions 2011 - February 2015
Smart401k February 2007 - March 2011
JPMorgan Chase & Co. August 2004 - February 2007
JPMorgan Chase & Co. February 2004 - August 2004
Synchron Communications October 2001 - November 2003
Skills
401k, Retirement, Mutual Funds, Retirement Planning, Investments, Defined Benefit, Pensions, Asset Allocation, Fixed Annuities, Wealth Management, Project Management, Portfolio Management, HTML, 403 b, Solution Implementation, Web Project Management, Web Development, Series 63, Series 6, Series 65, Series 24, Series 7, Microsoft Office, Customer Retention, Customer Experience, Client Representation, Investment Advisory, SDLC, Securities, Relationship Management, Visio, Financial Services
Education
University of Kansas 1997 — 2001
Bachelor's degree, Biology, General
DST Retirement Solutions August 2013 - Present
Argus Health Systems June 2008 - August 2013
DST Systems October 2001 - June 2008
DST Systems November 1998 - October 2001
DST Systems October 1997 - November 1998
Skills
DB2, Requirements Analysis, Databases, JCL, SQL, SDLC, COBOL, Datastage 8.1, InfoSphere, TSO, ISPF
Education
Central Missouri State University
Bachelor of Science, Computer Information Systems
Leeton High School
Sunburst Systems October 2013 - Present
DST Retirement Solutions 2008 - 2012
DST Systems 2000 - 2008
DST Systems 1994 - 2000
AXA Equitable 1993 - 1994
Toys R Us 1992 - 1993
Children's Palace 1989 - 1992
Skills
Performance Management, Team Leadership, Client Relations Skills, Process Improvement, Interviewing Skills, Problem Solving, Communication, Mentoring, Employee Engagement, Coaching, Team Building, Conflict Resolution, Customer Service, Mutual Funds, Management, Project Management, Vendor Management, Account Management, Leadership, Financial Services, Business Analysis, Insurance, Training, Requirements Analysis, Relationship Management, Change Management, Requirements Gathering, Customer Retention, Program Management, Securities, Operations Management, Software Documentation, Finance, Business Process..., 401k, Risk Management, Call Centers, Cross-functional Team..., Business Requirements, CRM, Outsourcing
Education
University of Nebraska at Kearney 1984 — 1988
BS, Business Administration and Management, General
DST Retirement Solutions September 2013 - Present
DST Retirement Solutions January 2011 - September 2013
Boston Financial Data Services June 2005 - December 2010
Skills
Retirement Services, Reconciliation, Process Improvement, Cash Management, Excel, Monarch, Risk Management, Word, Mutual Funds, Customer Service, Financial Reporting, PowerPoint, Outlook, Customer Relations, Analysis, Microsoft Office, Risk, Lotus Notes, Problem Solving, Mergers, Retirement, Account Reconciliation, Microsoft Excel, Financial Risk, Microsoft Word, Business Analysis, Financial Services, Mergers & Acquisitions, Investments, Securities, TSO, Fileaid, Testing, Banking, ERISA, Pensions, Qualified Retirement...
Education
Bridgewater State College 2003 — 2005
B.S., Accounting and Finance
DST Retirement Solutions July 2012 - Present
New York Life Investment Management January 2000 - December 2011
New York Life Benefit Services November 1997 - December 1999
New York Life Benefit Services November 1995 - October 1997
ADQ Inc. February 1986 - October 1995
New England Life Insurance Co. January 1978 - February 1986
Skills
ERISA, Defined Benefit, Relationship Management, Actuarial Consulting, 401k, Retirement, Retirement Planning, Management, Financial Services, Pensions, Leadership
Education
Plymouth State University 1974 — 1977
BA, Mathematics
DST Retirement Solutions July 2014 - Present
SunGard Wealth and Retirement Administration January 2012 - April 2014
SunGard Wealth Management Global Services January 2010 - December 2011
SunGard November 2008 - January 2010
SunGard November 2004 - November 2008
Skills
Professional Services, Integration, Consultancy, Requirements Analysis, Analysis, Program Management, Deployment, Business Strategy, Consultants, Business Process..., IT Strategy, System Deployment, Business Process, Management Consulting, Process Improvement, Business Analysis, Vendor Management, SharePoint, SDLC, Strategy, Financial Services, Risk Management, Software Project..., Visio, PMP, Consulting, SaaS, IT Management, Change Management, Management, Executive Management, Project Management, Business Intelligence, CRM, Business Transformation, PMO, Enterprise Architecture, Project Portfolio..., Product Management, Business Requirements, Requirements Gathering, Resource Management, Solution Architecture, Disaster Recovery, Enterprise Software, Software Development, Cloud Computing, Software Implementation
Education
Samford University 1980 — 1984
BS, Business Administration
DST Financial Services August 2015 - Present
DST Retirement Solutions September 2014 - August 2015
DST Retirement Solutions September 2012 - August 2014
State Street Corporation May 2011 - September 2012
State Street Bank March 2007 - May 2011
State Street Bank October 2005 - March 2007
State Street Bank September 2004 - October 2005
State Street Bank July 2003 - September 2004
Skills
Software Project..., Strategic Planning, Product Development, Program Management, Project Planning, Project Implementation, Project Coordination, Project Portfolio..., Project Execution, Project Delivery, Full SDLC, Business Analysis, Business Planning, Business Management, New Business Development, Business Process, MS Project, MS Office Suite, Lean Sigma, Six Sigma, Team Building, Change Management, Team Leadership, Operations Management, Visio, Process Improvement, Analysis, Process Development, Risk, Securities, Governance, Risk Management, SDLC, Requirements Gathering, Process Engineering, Business Process..., Banking, Risk Mitigation, Requirements Analysis, Team Management, Portfolio Management, Business Requirements, Cross-functional Team..., PMO, Certified Project..., Project Management, Management, Financial Services, Leadership, SharePoint
Education
The Ohio State University
Bachelors, Economics
Worthington Kilbourne
DST Retirement Solutions June 2015 - Present
DST Retirement Solutions March 2012 - May 2015
DST Retirement Solutions October 2009 - March 2012
DST Systems August 2000 - October 2009
US Army 1990 - 1993
US Army 1990 - 1993
Skills
TSO, Banking, Series 63, Insurance, SQL, Financial Markets, MS Project, Business Analysis, Management, Program Management, Financial Services, Investment Strategies, Superannuation, New Business Development, Process Improvement, DB2, Mutual Funds, Software Development, User Acceptance Testing, Series 7, 401k, Financial Reporting, Customer Service, JCL, Investments, Employee Benefits, Data Analysis, COBOL, Visio, SharePoint, Customer Retention, Business Requirements, Business Process..., Outlook, Microsoft Office, Requirements Gathering, Relationship Management, Strategic Planning, Databases, Series 6, Requirements Analysis, Pensions, Budgets, Team Leadership, Software Documentation, Securities, Retirement, Defined Benefit, Agile Methodologies, Lotus Notes
Education
Johnson County Community College 1994 — 1996
General Studies
Olathe North High School 1983 — 1985
DST Retirement Solutions December 2010 - Present
Prudential Financial November 1993 - December 2010
The MONY Group June 1992 - November 1993
Skills
Systems Conversions, Business Relationship..., Technology..., Billing Systems, Solution Implementation, Business Analysis, Program Management, Retirement, Strategy, Vendor Management, IT Strategy, SDLC, Financial Services, Project Management, Process Improvement, Management, Project Portfolio..., Business Process..., Mergers & Acquisitions, PMO, Risk Management, Leadership, Outsourcing, Business Process, Cross-functional Team..., Integration, Requirements Analysis, CRM
Education
University of Scranton 1996 — 1999
MBA, Management Info Systems
University of Scranton 1989 — 1993
BS, Management
DST Retirement Solutions
Skills
Business Analysis, Requirements Analysis, Project Management, Requirements Gathering, Process Improvement, Vendor Management, Microsoft Office, SDLC, Business Requirements, Business Process...
Education
Rockhurst University 1984 — 1988
BSBA, Marketing
TIAA-CREF February 2015 - Present
DST Retirement Solutions July 2012 - December 2014
DST Insurance Solutions 2011 - 2012
CIGNA Healthcare January 2011 - May 2011
ING September 2001 - November 2010
CSC October 1996 - September 2001
Travelers Life & Annuity April 1995 - October 1996
Travelers June 1981 - October 1988
Skills
Full SDLC, Requirements Analysis, Fixed Annuities, Variable Annuities, Payout Annuities, System Testing, Business Process..., Product Design, Business Intelligence, Business Analysis, Business Requirements, Insurance, Requirements Gathering, SDLC, Software Documentation, Testing, Analysis, Visio, Business Process, Systems Analysis, Solution Architecture, Software Development
Education
University of Hartford 1979 — 1981
BSBA, Management
Wipro January 2015 - Present
DST Retirement Solutions 2011 - December 2014
DST Retirement Solutions, LLC 2005 - 2011
DST Retirement Solutions, LLC 2000 - 2005
DST Retirement Solutions, LLC 1998 - 2000
OMD Corporation, Inc 1994 - 1998
Skills
Software Engineering, Technical Leadership, COBOL, SQL DB2, CICS, JCL, Software Documentation, Requirements Gathering, Testing, SDLC, TSO, SPUFI, Fileaid, Microsoft Excel, Microsoft Word, Mainframe, Waterfall, Xpediter, Syncsort, Software Development, Systems Analysis, Requirements Analysis, Business Analysis, Business Requirements, SQL
Education
Lincoln University in Missouri 1991 — 1994
Associate's Degree, Computer Science, 4.0 GPA
DST Retirement Solutions January 2015 - Present
DST Retirement Solutions June 2014 - Present
DST Customer Communications May 2011 - June 2014
Newkirk November 1993 - May 2011
Skills
SDLC, Requirements Analysis, Software Development, Business Analysis, Software Project..., Requirements Gathering, Agile Methodologies, Process Improvement, Project Management, SQL, Integration
Education
SUNY Albany
DST Retirement Solutions July 2015 - Present
DST Retirement Solutions October 2012 - July 2015
DST Retirement Solutions September 2011 - October 2012
DST Retirement Solutions April 2007 - October 2011
Boston Financial Data Services July 2005 - April 2007
Boston Financial Data Services September 2004 - July 2005
Skills
Retirement, 401k, Financial Services, Process Improvement, Microsoft Excel, Microsoft Word, ERISA, DST, Trac, TA2000, Customer Service, Form 5500, Compliance Testing, Qualified Retirement..., AWD, Microsoft Office, Team Leadership, Management
Education
Bridgewater State College 1998 — 2004
Bachelor of Science (B.S.), Psychology
DST Retirement Solutions July 2006 - Present
Boston Financial Data Services May 2005 - July 2006
Mercer 2001 - 2005
Putnam 1997 - 2001
Onset Village Market Onset MA & Plumb Corner Market Rochester, MA 1994 - 1997
Liquor Loft Orleans and Wareham, Ma 1991 - 1994
Skills
Financial Services, Process Improvement, Business Analysis, Risk Management, Retirement, Project Management, Requirements Analysis, Microsoft Excel, Microsoft Office, Visio, MS Project, Lotus Notes, Requirements Gathering, Management, PMO, Software Documentation, SDLC
Education
Hartwick College 1987 — 1991
BS, Business Management
Federal Reserve Bank of Boston June 2012 - Present
United States Coast Guard Auxiliary July 1993 - Present
DST Retirement Solutions June 2010 - June 2012
Sun Life Financial February 2001 - February 2009
Eastern Sales and Marketing February 1998 - January 2001
Corporate Software and Technology June 1995 - January 1998
Kyocera 1992 - 1995
Skills
Lotus Notes, Administrative Support, Former Lotus Notes..., Administrative..., Outlook, Project Planning, Budgets, Management, Project Management, Event Management, Sales, Time Management, Administrative...
Education
Newbury College 1982 — 1984
Paralegal Studies
DST Retirement Solutions
Skills
Mutual Funds, 401k, Securities, Financial Services, Retirement, Business Analysis
Education
Bridgewater State University
DST Retirement Solutions January 2014 - Present
Central Technology Services, Inc. May 2013 - July 2013
Central Technology Services, Inc. May 2012 - July 2012
Skills
Java, SQL, Software Development, Agile Methodologies, SDLC, Business Analysis, Requirements Analysis, Project Management, Software Project..., Microsoft SQL Server
Education
University of Central Missouri 2011 — 2013
Bachelor of Science (B.S.), Computer Science
Columbia College 2008 — 2010
Bachelor of Science (BS), Computer Science
Argus Health Systems October 2009 - Present
DST Retirement Solutions February 2007 - September 2009
DST Systems, Inc. June 2001 - January 2007
Skills
COBOL, JCL, DB2/SQL
Education
Indiana University Kelley School of Business 2007 — 2009
MBA, Business
Illinois State University 1999 — 2001
BS, Business Administration
DST Retirement Solutions January 2011 - Present
Boston Financial Data Services October 2006 - January 2011
Comcast August 2001 - September 2005
Skills
Customer Service, Financial Services, Investments, Management, Microsoft Excel, Nonprofits, Mutual Funds, Process Improvement, Public Speaking, Retirement
Education
Eastern Nazarene College 2007 — 2009
BSBA, Business Administration
Hampton University 1991 — 1994
English Education
HobbsMadison Consultant to Navigate Fund Solutions April 2015 - Present
DST Retirement Solutions February 2014 - April 2015
Fidelity Investments September 2013 - January 2014
citi 2010 - 2013
Bank Of America March 2008 - November 2008
SSgA Interactive August 2007 - January 2008
State Street Bank and Trust October 2006 - April 2007
New England College of Finance April 2002 - September 2006
MFS Investment Management November 1986 - June 2006
Kidder Peabody April 1980 - April 1985
Skills
Risk Management, Business Analysis, Mutual Funds, Requirements Analysis, Wealth Management, Trading, Alternative Investments, Systems Analysis, Risk, Fixed Income, Hedge Funds, Vendor Management, Process Improvement, Customer Relations, PMP, Analysis, Management, Back Office, Derivatives, Requirements Gathering, Strategy, Strategic Financial..., Project Management, Databases, Customer Service, Visio, Business Requirements, Trading Systems, Financial Risk, Finance, Agile Methodologies, Investments, User Acceptance Testing, Investment Management, Portfolio Management, Asset Managment, Software Documentation, Financial Services, Team Building, Leadership, Operations Management, Training, Securities, Quality Assurance, SDLC, Banking, Equities, Asset Management, Financial Analysis, Relationship Management
Education
Northeastern University
BS/BA, History
Beachbody April 2013 - Present
DST Retirement Solutions March 1998 - June 2013
Skills
Mutual Funds, Process Improvement, Training, Financial Services, Customer Service, Vendor Management, Risk Management, Employee Benefits, Insurance, 401k, Retirement, Fitness, Coaching, Team Building, Microsoft Excel, Microsoft Word, Relationship Management, Call Centers, Banking, Program Management, Securities
Education
Northeastern University 1998 — 2001
NE School of Nursing
John Hancock Financial Services July 2013 - Present
DST Retirement Solutions January 2011 - July 2013
Boston Financial Data Services June 2008 - December 2010
Nestle Waters North America April 2006 - June 2008
Skills
Mutual Funds, Financial Reporting, Microsoft Excel, Mergers, Analysis, Retirement, Customer Service, PowerPoint, Microsoft Office, Business Analysis, Microsoft Word, Transfer Agency, Mergers & Acquisitions, Accounting, Financial Services, Account Reconciliation, Software Documentation, Project Management
Education
Curry College 2009 — 2011
MBA, Business Administration and Management, General
Bridgewater State University 2003 — 2008
BS, Finance
Retirement Revolution / Vertical Management Systems, Inc February 2014 - Present
SADIS Corp. January 2009 - February 2014
DST Retirement Solutions June 2011 - January 2013
Experian Consumer Direct March 2010 - July 2011
Union Bank of California August 2004 - January 2009
CNA Financial Corp. - CNA Trust April 1998 - August 2004
Abitibi-Consolidated, Ediwise November 1996 - April 1998
Tim Hortons Inc. (Wendy's International) January 1993 - November 1996
B.G.N. Computer Systems Inc. January 1990 - January 1993
Skills
SDLC, Integration, Change Management, Business Analysis, IT Strategy, Process Improvement, Risk Management, Outsourcing, Program Management, Strategy, Software Development, Management, Requirements Analysis, Security
Education
University of Phoenix
in progress, Bachelor of Science, Business / E-Business
DST Retirement Solutions April 2015 - Present
Boston Financial Data Services February 2012 - Present
Boston Financial Data Services May 2007 - February 2012
Polaroid Corporation January 2001 - May 2003
Skills
Trac, TA2000, Cash Flow, Fund Accounting, Money Market Funds, Dividend Rate Entry, iFAST, Manual Pricing, Foreign Currency..., Precious Metals Trading, Same Day Cash Manager, Developmental..., Cystic Fibrosis..., Securities, Financial Operations, Process Scheduler, Cpr Certified, 529 Plans, Fundraising, Social Security..., Non-profit..., Poetry, Linguistics, Mutual Funds, Global Operations, Behavior Management, Developmental..., Charity Work, Transfer Agency, Management, Financial Services
Education
Massasoit Community College 2002 — 2005
Associate in the Arts, Human Services/Sociology
Abington High 1995 — 1998
High School Diploma, High School
Retirement Revolution November 2014 - Present
DST Retirement Solutions January 2012 - September 2014
Union Bank, N.A. - TruSource - CNA Trust January 1998 - August 2011
Pentegra Services, Inc. March 1995 - January 1998
Nationar August 1990 - March 1995
Education
State University of New York College at Geneseo
State University of New York at Oneonta
DST Retirement Solutions January 2015 - Present
Simmons College August 2013 - January 2015
Boston Financial Data Services July 2006 - July 2013
CitiStreet July 2004 - July 2006
Federated Investors October 1999 - July 2004
Zurich Scudder Investments 1997 - 1999
Fidelity Investments 1995 - 1995
Fidelity Investments 1995 - 1995
Skills
Instructional Design, Adult Education, Instructor-led Training, Training Delivery, Curriculum Design, Adobe Connect..., Qualified Retirement..., Articulate Suite, Captivate 6, Adobe Connect, Training, Needs Analysis, Blended Learning, Captivate, Learning Management..., Leadership, Visio, Creative Writing, Leadership Development, Camtasia, ADDIE, E-Learning, Learning Management, Performance Consulting, Lectora, Workshop Facilitation, SnagIt, Hands-on Training, Adult Learning Theory, Moodle, Employee Training, Organizational..., Technical Writing, Distance Learning, Staff Development, Instructional Technology, Knowledge Management, Career Development, Technical Training
Education
University of Massachusetts Boston 2008 — 2013
Master of Education (M.Ed.), Instructional Design
Northeastern University 1998 — 2001
Bachelor of Science, Education
Riverside High School 1982 — 1985
Virtual Training- NetSpeed
ASPPA Benefits Council of New England January 2013 - Present
DST Retirement Solutions April 2006 - Present
DST Retirement Solutions March 2009 - January 2011
Boston Financial Data Services April 2006 - March 2009
Mercer HR Services January 2005 - April 2006
Putnam Investments December 1994 - December 2004
Skills
401k, Mutual Funds, Retirement, Financial Services, ERISA, Defined Contribution, Investments, Employee Benefits, Securities, Process Improvement, Relationship Management, Vendor Management, Risk Management, Business Analysis, Insurance, Retirement Plan..., Business Process..., Pensions, Mergers & Acquisitions, Defined Benefit, Asset Management, Business Planning, Retirement Planning, SDLC, Visio
Education
Lesley University 1997 — 1999
BS, Business Management
Bentley University 1995 — 1997
none, Pension and Employee Benefits
Bryant University 1989 — 1991
none, Marketing
Dean College 1987 — 1989
Associates, Business Management
DST Retirement Solutions December 2010 - April 2013
Fidelity Investments 2009 - 2010
Fidelity Investments 2007 - 2009
Fidelity Investments 2004 - 2006
Fidelity Investments 1999 - 2004
Fidelity Investments 1995 - 1999
Fidelity Investments 1993 - 1995
Fidelity Investments 1991 - 1993
Fidelity Investments 1990 - 1991
Fidelity Investments 1986 - 1990
Skills
Leadership, Change Management, 401k, Financial Services, Risk Management, Business Analysis, Defined Benefit, Retirement, Mutual Funds, Process Improvement, CRM, Investments, Defined Contribution, Product Management, Cross-functional Team...
Education
Babson College 1978 — 1980
MBA, Business
Stonehill College 1971 — 1975
BSBA, Accounting
DST Retirement Solutions May 2011 - Present
Skills
Mutual Funds, Project Management, Business Analysis, DB2, Strategic Planning, SDLC, Financial Services, Relationship Management, SQL, Requirements Analysis, 401k, Vendor Management, Process Improvement, Customer Service, Analysis, Visio, Software Project..., Software Documentation, Risk Management, Business Process..., Access, Leadership, Requirements Gathering, MS Project, Insurance, Data Analysis, SharePoint, Team Leadership, Change Management, Program Management, Business Process, Business Intelligence, CRM
Education
Rockhurst University 2014 — 2015
Certification of Data Science
Rockhurst University 1998 — 2001
MBA
Baker University 1992 — 1995
BA
DST Retirement Solutions October 2012 - Present
Boston Financial Data Services 2006 - 2012
Boston Financial Data Services 2002 - 2006
Pioneer Investments 2001 - 2002
Skills
Securities, AML, Investments, Risk Management, Client Relations Skills, Operations Management, Staff Management, Staff Development, Training, Problem Solving, Process Improvement, Procedure Development, Procedures Documentation, Retirement, Customer Retention, Project Coordination, Requirements Gathering, Project Management, RACI, Customer Service, Knowledge Management, Office Administration, Leading Meetings, Change Management, Quality Management, Transition Management, Business Analysis, Financial Services, SDLC, Mutual Funds
Education
University of Massachusetts Boston 2003 — 2005
Masters of Science Degree, Public Affairs
Bridgewater State University 1996 — 2001
Bachelor's Degree, History
DST Retirement Solutions March 2012 - Present
DST Retirement Solutions June 2009 - 2012
DST Retirement Solutions July 2007 - 2009
DST Systems July 1987 - 2007
Skills
Business Analysis, Process Improvement, Project Management, Requirements Analysis
Education
Harding University 1979 — 1983
Bachelor of Business Administration (BBA), Computer Systems Analysis
DST Retirement Solutions November 2014 - Present
DST Retirement Solutions June 2004 - November 2014
DST Systems January 2003 - June 2004
Internal Revenue Service January 2002 - January 2003
Skills
Systems Analysis, Software Design, Programming Concepts, Programming, COBO, DB2, SQL, JCL, CICS, Consultation, Qualified Retirement..., Subject Matter Experts, Requirements Analysis, Requirement..., Software Documentation, Xpediter, SPUFI, Endeavor, ISPF, Easytrieve, Microsoft Office, Doing More with Less, COBOL, Fileaid, Syncsort, Software Development, VSAM, XML, Consulting, SDLC, Requirements Gathering, Business Analysis, Software Project..., Business Requirements, Process Improvement, Databases, Mainframe, Analysis, Financial Services, Testing
Education
Truman State University 1996 — 2001
Bachelor of Arts (B.A.), Philosophy and Religion, About 3.76 GPA score.
DST Retirement Solutions June 2014 - Present
Reich & Tang Funds July 2010 - May 2014
Boston Financial June 2008 - August 2008
Skills
Mutual Funds, Series 63, Bloomberg, Financial Services, Equities, Asset Management, Fixed Income, Relationship Management, Investments, Alternative Investments, Wealth Management, Asset Allocation, Sales, Series 6, Marketing
Education
University at Albany 2005 — 2009
DST Retirement Solutions
Education
State University of New York at New Paltz 1992 — 1994
Bachelor of Fine Arts (B.F.A.) with a concentration in Graphic Design and Photography, Fine Arts, Graphic Design, Photography
University at Albany, SUNY 1990 — 1992
Fine Arts
DST Systems August 2015 - Present
DST Asset Management Solutions January 2013 - Present
DST Retirement Solutions April 2011 - January 2013
DST Systems October 1999 - April 2011
DST Customer Communications April 1992 - October 1999
DST Systems December 1987 - April 1992
Skills
Business Analysis
Education
Iowa State University 1983 — 1987
Bachelor of Business Administration (BBA), Marketing, Undergraduate
DST Retirement Solutions April 2013 - Present
DST Systems January 2010 - March 2013
DST Systems November 2000 - December 2009
DST Systems March 1998 - October 2000
Skills
Leadership, Project Management, COBOLII, SQL DB2, SDLC, Software Development, CICS, Requirements Analysis, Requirements Gathering, Software Project..., Program Management, Software Documentation, Visio, Process Improvement, Business Requirements, Risk Management, User Acceptance Testing, Vendor Management, Testing, Business Analysis, Business Process, Financial Services
Education
Lincoln University (MO)
Master of Business Administration (M.B.A.), Business Administration and Management, General
Missouri University of Science and Technology
Bachelor's Degree, Computer Science
DST Retirement Solutions July 2012 - Present
Self -Employed August 2014 - Present
Newkirk, A DST Company July 2005 - July 2012
Skills
Organization, Project Planning, Communication, 401k, Relationship Management, Qualified Retirement..., Social Networking, Networking, Management, Analysis, Business Analysis, Customer Service, Microsoft Office, Microsoft Excel
Education
The College of Saint Rose 2001 — 2005
Bachelor of Science (B.S.), Music Technology, Magna Cum Laude
Watertown High School 1997 — 2001
High School, General Studies, Regents Diploma with Honors
DST Retirement Solutions April 1998 - Present
Skills
Financial Services, SDLC, Project Management, 401k
Education
Fitchburg State College
ASPPA Benefits Council of New England January 2014 - Present
DST Retirement Solutions October 2013 - Present
Boston Financial Data Services July 2012 - October 2013
Boston Financial Data Services October 2009 - June 2012
Boston Blazers August 2008 - August 2009
Boston Financial Data Services September 2007 - August 2008
MFS Investment Management October 2004 - September 2007
MFS Investment Management January 2003 - October 2004
MFS Investment Management January 2001 - January 2003
Skills
401k, QKA, Customer Relations, Retirement, ERISA, Customer Service, Customer Retention, Internal Revenue Code, Pensions, Client Services, Form 5500, Analysis, Benefits, Benefits Administration, ASPPA, Compliance Testing, 401k Rollovers, Retirement Savings, Qualified Retirement..., Benefit Plan..., Mutual Funds, Compliance, AWD, DST, Form 5500 preparation, RPF, Microsoft Excel, Microsoft Office, Social Media, Business Analysis, Team Leadership, Project Management, Project Planning, Vlookup, Retirement Plan..., Retirement Benefits, SmartDesk, Bluezone, Rumba, Trac, Management, Retirement Planning, Sales, Leadership, 401(k) Plan..., 401(k) Plan Conversions, Employee Benefits, Marathon
Education
University of New Hampshire 1996 — 2000
B.S Psychology, A.A.S. Applied Business Management
Hingham High School 1992 — 1996
Beth Israel Deaconess Medical Center March 2013 - Present
DST Retirement Solutions July 2006 - October 2011
New York Life Retirement Plan Services April 1997 - June 2006
Trust Consultants, Inc. April 1996 - October 1997
State Street Global Advisors October 1996 - April 1997
Skills
Leadership, Team Leadership, Business Analysis, Process Improvement, Customer Service, Management, Relationship Management, Financial Services, CRM, Risk Management, Sales
Education
Bentley University 1993 — 1994
Pension Certificate, Retirement Plans
Eastern Nazarene College 1992 — 1994
Bachelor's Degree, Business Administration and Management, General
Boston Business 1988 — 1990
Associate's Degree, Business Administration and Management, General, A
DST Retirement Solutions May 2011 - August 2013
Boston Financial Data Services December 2009 - April 2011
Mercer March 2007 - December 2008
Putnam Investments April 2002 - March 2004
Putnam Investments January 2001 - April 2002
Putnam Investments May 1998 - January 2001
Putnam Investments January 1997 - May 1998
Putnam Investments 1995 - 1997
Putnam Investments 1994 - 1995
Putnam Investments 1990 - 1994
Skills
401k, Mutual Funds, Retirement, Financial Services, Defined Benefit, Vendor Management, Investments, Relationship Management, Employee Benefits, Series 63, Risk Management, Business Analysis, Pensions, Process Improvement, Business Process..., Project Management, Defined Contribution, Customer Service, Qualified Retirement..., Series 6, Change Management, Business Requirements, Requirements Gathering, Benefits Administration, Software Documentation, Analysis, Program Management, Leadership, Training, Management, ERISA, Securities, Insurance, Retirement Planning, CRM, Business Development, Wealth Management, Integration, Strategic Planning, Team Building, SDLC, Client Services, Outsourcing, Product Development, PMO, Requirements Analysis, Visio, Access, Business Process, MS Project
Education
Providence College 1986 — 1990
Bachelor Science, Marketing
DST Retirement Solutions 2013 - Present
The Newport Group 2007 - 2013
Morehead Plan Administrators January 2003 - July 2007
Skills
ERISA, Retirement Services, Employee Benefits, 401k, Plan Design, Qualified Retirement..., Defined Contribution, Retirement, Pensions, Retirement Planning, Business Planning, Defined Benefit, Mutual Funds, Relationship Management
Education
University of North Carolina at Charlotte - Belk College of Business 1998 — 2002
BS, Business Administration and Management, General
DST Retirement Solutions January 2014 - Present
H&R Block June 2013 - August 2013
US Department of Homeland Security - USCIS Bangkok District Office July 2007 - December 2011
British Council September 2004 - September 2006
Skills
System Administration, Java, JSP, C#, Database Design, SQL, Eclipse, SDLC, Web Development, Tomcat, Project Management, Scrum, IT Project Leadership, Business Analysis, Data Warehousing, Performance Dashboards, Performance Management, Visio, Windows Server, SAP BW, SAP ERP
Education
Missouri University of Science and Technology 2012 — 2013
MS, Information Science and Technology
Assumption University 2006 — 2007
MS, Computer Information Systems
Assumption University 2000 — 2003
BS, Computer Science
Kansas State University
MullinTBG, A Prudential Financial company 2013 - Present
DST Retirement Solutions 2011 - 2012
Prudential Financial 2004 - 2010
CIGNA Retirement & Investment Services 2000 - 2004
Fleet Bank January 1998 - December 1999
Skills
CRM, Retirement, Defined Benefit, Financial Services, Cross-functional Team..., 401k, Vendor Management, Relationship Management, Management, Defined Contribution, Fixed Annuities, Mergers & Acquisitions, Series 6, Asset Allocation, ERISA, Mutual Funds
Education
Rensselaer Polytechnic Institute at Hartford
Master of Science (MS), Management
Providence College
Bachelor's degree, Political Science and Humanities
Institute for Paralegal Training
Cetificate, Employee Benefits
TIAA-CREF July 2013 - Present
DST Retirement Solutions February 2010 - June 2013
Fidelity Investments October 2008 - February 2010
Fidelity Investments March 2005 - October 2008
H&W Product November 2003 - March 2005
401(k) March 2002 - October 2003
Fidelity Investments December 1996 - March 1998
Deloitte May 1995 - December 1996
Deloitte & Touche LLP January 1995 - December 1996
Liberty Mutual Life Insurance Company May 1993 - January 1995
Skills
Consulting, Due Diligence, Marketing, Business Planning, Budgets, Finance, Market Analysis, Customer Service, Content Management, Legal Writing, Directing, Retirement, 401k, Pensions, Strategic Financial..., Marketing Strategy, Insurance, Process Improvement, Employee Benefits, Management, Analysis, Leadership, Defined Benefit, Retirement Planning, Product Management, Program Management, Relationship Management
Education
Suffolk University Law School 1992 — 1995
Juris Doctor, cum laude
Western New England College 1988 — 1989
Masters, Business Administration
University of Massachusetts, Amherst 1982 — 1986
Bachelor of Science, Microbiology
Modus Create, Inc November 2014 - Present
DST Retirement Solutions August 2001 - November 2014
Braindock January 2000 - August 2001
SalemGlobal 1999 - 1999
Skills
JavaScript, ColdFusion, User Interface Design, CSS, HTML, AJAX, SQL, XML, Web Development, Web Design, HTML5, Ext JS, Web Applications, Graphic Design, Software Development, Agile Methodologies, Mobile Applications, User Experience, jQuery, Subversion, AngularJS, Ionic, Node.js, GruntJS
Education
Rensselaer Polytechnic Institute 2007 — 2008
Certificate, Human-Computer Interaction
Baruch College, City University of New York (CUNY) 1994 — 1998
BBA, Computer Information Systems
Pratt Institute 1990 — 1992
AOS, Graphic Design
DST Retirement Solutions November 2013 - Present
DST Retirement Solutions April 2013 - November 2013
DST Retirement Solutions April 2011 - April 2013
DST Systems March 2006 - December 2011
DST Systems April 2001 - March 2006
Kearney Commercial Bank August 1999 - April 2001
Skills
Management, Project Management, Business Analysis, Budgets, Process Improvement, Leadership, SDLC, Business Process..., Software Documentation, Risk Management, Enterprise Software, Requirements Analysis, Requirements Gathering, Vendor Management, Analysis
Education
Baker University 2007 — 2008
MSM, Management
University of Iowa 1991 — 1995
Bachelor of Arts, History
DST Retirement Solutions September 2011 - Present
DST Retirement Solutions January 2006 - September 2011
Boston Financial Data Services October 2000 - November 2003
Boston Financial Data Services September 1998 - September 2000
Skills
Mutual Funds, Client Development, 401k, Transfer Agency, Financial Services, Retirement, CRM, Management, Relationship Management, Lotus Notes, Business Requirements, Leadership, SDLC, Project Management, Business Intelligence, Process Improvement
Education
Bridgewater State University 1984 — 2014
Bachelor's degree, Psychology
DST Retirement Solutions October 2013 - Present
DST Retirement Solutions April 2002 - October 2013
Trustar Retirement Services 2000 - 2002
Putnam Investments 1998 - 2000
Skills
Financial Services, Mutual Funds, 401k, Retirement, Series 6, Qualified Retirement..., Securities
Education
Suffolk University - Sawyer Business School 2003 — 2007
MBA
Assumption College 1994 — 1998
University College Galway
TIAA-CREF May 2015 - Present
DST Retirement Solutions March 2013 - May 2015
Mercer Investment Consulting October 2010 - March 2013
Barnes & Noble 2009 - 2011
DailyAccess Corporation April 2008 - May 2009
DailyAccess Corporation April 2008 - May 2009
Fidelity Investments February 2007 - November 2007
Fidelity Investments October 2006 - February 2007
Fidelity Investments May 2002 - September 2006
Fidelity Investments September 2000 - April 2002
Skills
Customer Relations, Excel, Outlook, PowerPoint, Word, Customer Service, Microsoft Word, Employee Benefits, Sales, Investments, Customer Satisfaction, Microsoft Excel, Conversion Optimization, Access, Training, Finance, Leadership
Education
Bryant University Graduate School 2001 — 2005
Degree: Master, Business Administration
Bryant University 2000 — 2005
Master of Business Administration (MBA)
Isenberg School of Management, UMass Amherst 1989 — 1993
BBA, Management
University of Massachusetts; Isenberg School of Management 1989 — 1993
Degree: Bachelor, Business Administration; Management
Baker Elementary School
Brookline high School
DST Retirement Solutions December 2013 - Present
DST Retirement Solutions September 2012 - December 2013
DST Retirement Solutions August 2011 - November 2012
DST Retirement Solutions March 2007 - August 2011
Boston Financial February 2003 - March 2007
Skills
Business Analysis, Process Improvement, Financial Services, Vendor Management, Risk Management, SDLC, Business Process..., Business Requirements, Product Management, Analysis, 401k, Investments
Education
Bridgewater State University 1998 — 2003
Bachelor of Science (B.S.)
DST Retirement Solutions July 2010 - Present
Prudential October 1999 - July 2010
Merrill Lynch 1995 - 1999
Skills
Mutual Funds, 401k, Program Management, Financial Services, Defined Benefit, Leadership, Retirement, Series 63, Insurance, Management, Relationship Management, Retirement Planning, Series 6, Pensions, Risk Management, Securities, Series 7, Employee Benefits, Asset Management, Fixed Annuities, Mergers & Acquisitions, Wealth Management, FINRA, Investments, Portfolio Management, Vendor Management, Banking, Fixed Income, Asset Allocation, SDLC, PMO, Investment Advisory, Business Analysis, ERISA, Equities, Process Improvement, Project Portfolio..., Business Process..., Qualified Retirement..., Business Requirements, Defined Contribution
Education
Fairleigh Dickinson University 1980 — 1984
Bachelor of Applied Science (BASc), Business Administration and Management, General
Strategic Resolve LLC July 2013 - Present
DST Retirement Solutions July 2008 - April 2013
Prudential Financial 1989 - 2008
Merrill Lynch July 1983 - May 1989
Skills
Financial Services, Vendor Management, Business Analysis, Relationship Management, IT Strategy, Consulting, Information Technology, Requirements Gathering, SDLC, Project Portfolio..., Risk Management, Business Process..., Process Improvement, Disaster Recovery, Strategy, IT Management, Senior Executive..., Outsourcing, Enterprise Architecture, Governance, Business Process, PMP
Education
Baruch College, City University of New York (CUNY) 1979 — 1983
Business Administration
DST Retirement Solutions 2011 - Present
Boston Financial Data Services 2000 - Present
Natixis 1979 - 1999
Education
Bridgewater State College 1973 — 1977
Elementary Education and Teaching
DST Retirement Solutions August 2011 - Present
Boston Financial Data Services May 2008 - November 2011
Boston Financial Data Services January 2003 - May 2008
State Street Research August 2000 - December 2002
Skills
Financial Services, Mutual Funds, Risk Management, Business Analysis, Process Improvement, 401k, CRM, Retirement, Vendor Management, Relationship Management, Business Requirements, Investments, Microsoft Excel, Visio
Education
Massachusetts College of Liberal Arts 1995 — 2000
Charlestown High School September 2013 - Present
Boston Arts Academy September 2012 - June 2013
DST Retirement Solutions April 2009 - August 2012
Athena Capital Advisors February 2008 - December 2008
Boston Financial Data Services July 2005 - February 2008
WHDH-TV January 2005 - May 2005
Tufts University International Center February 2004 - May 2005
United Nations Association of Greater Boston June 2004 - September 2004
Youth Employment Summit June 2002 - September 2002
Skills
Marketing, International Relations, Research, Salesforce.com, Proposal Writing, PowerPoint, Newsletters, Microsoft Excel, Management, Policy, Microsoft Word, Market Research, Business Development, Financial Services, Microsoft Office, Customer Service, Outlook, Data Analysis, Project Management, Analysis
Education
Tufts University 2012 — 2013
Master of Arts (M.A.), Secondary Education and Teaching
University of Massachusetts Boston 2006 — 2008
Masters of Science, International Public Affairs
Tufts University 2001 — 2005
Bachelor of Arts, Middle Eastern Studies and International Relations
The American University in Cairo 2003 — 2003
Certificate, Arabic Language Institute
Westfall GMC Truck June 2013 - Present
DST Retirement Solutions January 2008 - November 2012
DST Systems, Inc January 2005 - January 2008
DST Retirement Solutions January 2003 - January 2005
DST Systems, Inc January 1997 - January 2003
DST Systems, Inc. January 1994 - January 1997
DST Systems, Inc. January 1991 - January 1994
DST Systems, Inc. January 1990 - January 1991
DST Systems, Inc. January 1988 - January 1990
Skills
401k, Mutual Funds, Financial Services, Process Improvement, Business Analysis, Human Factors Analysis, Client Relations Skills, Application Analyst, Business Process..., Relationship Management, Retirement, Management, Software Documentation, Requirements Gathering, Portfolio Management, Leadership, Automotive Sales..., Project Management, Vendor Management, Series 6, CRM, Analysis
Education
University of Missouri 1984 — 1987
Bachelor of Business Administration, Finance
University of Missouri-Kansas City 1984 — 1987
Bachelor of Business Administration, Finance
DST Technologies January 2014 - Present
DST Retirement Solutions March 1991 - December 2013
Hughes Aircraft Company May 1988 - February 1991
Skills
Vendor Management, Business Analysis, Process Improvement, Back Office, Relationship Management, Mutual Funds, Risk Management, Program Management, Requirements Analysis, Software Documentation, Project Management, Operations Management, Team Leadership, Financial Services
Education
Rockhurst University 2014 — 2016
Data Science and Business Analytics
Rockhurst University 1994 — 1997
Masters of Business Administration, Finance
Northern Arizona University 1987 — 1988
Bachelors of Science, Information Systems
Illinois Central College 1985 — 1987
Information Systems
Trinity High School 1980 — 1984
DST Retirement Solutions January 2011 - Present
DST Retirement Solutions July 2010 - January 2011
Boston Financial Data Services April 2009 - July 2010
Mercer Human Resource Consulting March 2007 - April 2009
Boston Financial Data Services November 2005 - March 2007
Boston Financial Data Services June 2004 - November 2005
Allied Domecq August 2003 - January 2004
Education
Bentley University 1999 — 2003
Bachelor's, Marketing
DST Retirement Solutions 2009 - Present
Boston Financial Data Services 2001 - 2009
Education
University of Massachusetts Boston
Bachelor's, Economics
DST Retirement Solutions June 2015 - Present
Booz Allen Hamilton July 2014 - June 2015
DST Technologies January 2013 - July 2014
DST Systems October 2006 - January 2013
DST Systems 2004 - 2006
DWS Investments 2002 - 2004
Van Kampen Investments 1996 - 2002
Scudder Investments 1988 - 2002
DST Systems 1985 - 1988
Skills
Fileaid, JCL, CICS, DB2, TSO, Mainframe, SPUFI, SQL, Balsamiq, Microsoft Project, Microsoft Office, Open Workbench, Clarity, Document Lifecycle..., Project Management, Microsoft Visio, Metastorm ProVision, AWD, Atlassian JIRA, Agile Methodologies, Agile Project Management, Agile Testing, Software Project..., Visio, Testing, Wireframes, User Acceptance Testing, SharePoint, Software Documentation, Business Analysis, Analysis, MS Project, Requirements Gathering, Systems Analysis, Disaster Recovery, Lotus Notes, Business Requirements, Metastorm, Requirements Analysis, Business Process, Database Design, IBM Mainframe, Technical Support, Databases, Workflow, Process Improvement, SDLC, Software Development
Education
Park University 2012 — 2017
Bachelors of Science, Business Administration and Management, General, 3.5
Maple Woods Community College
Associate of Arts (AA), General Studies
DST Retirement Solutions March 2011 - December 2014
Prudential Financial October 2002 - March 2011
CitiStreet Retirement Services September 1997 - October 2002
ABR Benefits Services February 1996 - September 1997
Skills
Financial Services, 401k, SDLC, Business Analysis, Defined Benefit, Vendor Management, Retirement, Process Improvement, Requirements Gathering, Requirements Analysis, Mutual Funds, Visio, Business Requirements, Pensions, Insurance, Risk Management, Relationship Management, Project Management, User Acceptance Testing, Investments
Education
Rutgers University-New Brunswick 1990 — 1993
BA, Political Science, Philosophy
DST Retirement Solutions 2007 - Present
Wealth Management Systems 2003 - 2007
Mellon HR Solutions 2000 - 2003
Fidelity Investments 1995 - 2000
Kwasha Lipton 1994 - 1995
Prudential Mutual Fund Services 1987 - 1994
Education
Rutgers University-New Brunswick 1977 — 1981
BA, Business Administration & Psychology
DST Retirement Solutions 2011 - Present
BFDS 2004 - 2011
New England Financial, A MetLife Company 1990 - 2000
Skills
Banking, Customer Service, Financial Analysis, Business Analysis, Credit, Financial Reporting, Finance, Accounting, Management Consulting, Business Strategy, Vendor Management, Insurance, Change Management, Management, Analysis, Budgets
Education
Bridgewater State College
Bachelor's degree, Education
DST Retirement Solutions
Skills
COBOL, DB2, SDLC, Software Development, Fileaid, SQL
Education
University of Central Missouri 1995 — 2000
BSBA, CIS
DST Retirement Solutions October 2012 - Present
Fidelity Investments October 2003 - June 2012
Mellon HR Solutions April 2000 - October 2003
John Hancock November 1998 - April 2000
Putnam Investments June 1995 - November 1998
CIGNA Corporation February 1994 - June 1995
Skills
401k, Mutual Funds, Retirement, Employee Benefits, Vendor Management, CRM, Financial Services, Process Improvement, Relationship Management, Series 6, Access, Insurance
Education
Southern Connecticut State University 1988 — 1993
BS, Business Management
HealthcareSource HR, Inc. April 2007 - March 2009
DST Retirement Solutions April 2002 - April 2007
Trustar Retirement Services, Inc. March 1999 - March 2002
Putnam Investments November 1997 - March 1999
First Data Corporation 1994 - 1998
Education
Stonehill College 1990 — 1994
DST Retirement Solutions March 2015 - Present
Boston Financial Data Services November 2007 - March 2015
Boston Financial Data Services March 2006 - November 2007
Skills
Call Centers, Software Documentation, Insurance, Access, Risk Management
Education
University of Massachusetts Boston 1999 — 2001
Bachelor of Science, Exercise Science
DST Retirement Solutions June 2011 - Present
Newkirk May 2001 - June 2011
AFIM/Association for Independent Music 1985 - 2000
Skills
Editing, Marketing Communications, Copywriting, Copy Editing
Education
Otterbein University
B.S., Biology
DST Retirement Solutions December 2012 - September 2014
DST Systems April 2005 - December 2012
TSSG / First Data Corporation / PNC Global Investment Services / DST February 1992 - February 2004
Bonitech Associates December 1988 - February 2004
Wang Laboratories 1982 - 1992
Advanced Information Management (AIM) 1982 - 1988
Bradford Trust 1976 - 1982
Skills
SDLC, Requirements Gathering, Software Development, Business Analysis, Software Project..., Systems Analysis, DB2, Requirements Analysis, Agile Methodologies, Mainframe, SQL, Testing, User Acceptance Testing, Vendor Management, Business Requirements, Integration, Process Improvement, Business Process..., Project Management, Management, Technical and Business...
Education
Boston College
Master's Degree, Math, Economics
DST Retirement Solutions January 2011 - Present
Boston Financial Data Services October 2004 - September 2012
National Heritage Insurance Company December 2001 - October 2004
Colbent Management 2001 - 2001
Skills
Mutual Funds, Investments, Securities, Financial Services, Process Improvement, Management, Finance, Customer Service, Business Analysis, Equities
Education
Duquesne University 1996 — 2000
bachelors, Communications
Cushing Academy 1995 — 1996
Martin Paul & Associates February 2012 - Present
The Capital Financial Group 2009 - 2010
DST Retirement Solutions 2005 - 2008
Boston Financial Data Services 2000 - 2005
Boston Financial Data Services 1997 - 2000
Boston Financial Data Services 1987 - 1997
Skills
Mutual Funds, Risk Management, Business Analysis, Process Improvement, Analysis, CRM, Insurance, Outlook, AWD, Microsoft Word, PowerPoint, Microsoft Excel, Financial Reporting, Financial Services, Investments, Leadership, Project Management, SDLC, Securities
Education
Newbury College
Associates Degree, Paralegal Studies
Fontbonne Academy
College Prep
DST Retirement Solutions October 2014 - Present
New Mark Swim Team October 2013 - Present
DST Output October 2012 - October 2014
New Mark Swim Team 2012 - 2013
DST System, Inc 1997 - October 2012
Arthritis Foundation 1997 - 2009
Skills
Project Management, Customer Service, Microsoft Office, Project Planning, Forecasting, Research, Program Management, Budget, Microsoft Excel, Process Improvement, Change Management, Management, Budgets, Team Building, Coaching, Analysis, Leadership, Business Analysis, Software Development
Education
Miami University 1993 — 1995
Master's of Gerontological Studies, Gerontology/Sociology/Business
Truman State University 1989 — 1993
BA, Psychology
Oak Park High School
DST Retirement Solutions 2000 - Present
YMCA of Middlesex Connecticut 1999 - 2000
YWCA of East Hartford Connecticut 1998 - 1999
Skills
Business Process..., Direct Mail, Employee Benefits
Education
Ithaca College 1994 — 1998
BA
DST Retirement Solutions June 2002 - Present
Boston Financial Data Services July 2007 - 2008
Boston Financial Data Services June 2006 - July 2007
Boston Financial Data Services June 2002 - June 2006
Sovereign Bank April 2002 - June 2002
Skills
Financial Services, Securities, Banking, Investments, Financial Analysis, Requirements Gathering, Business Requirements, Back Office, Access, Mutual Funds, Qualified Retirement..., Customer Service, Business Analysis, Risk Management, Retirement Planning, Retirement
Education
Suffolk University 2000 — 2002
Bachelor degree, Economics
Great-West Financial August 2014 - Present
J.P. Morgan February 2013 - August 2014
PCM Resources December 2012 - February 2013
DST Retirement Solutions August 2011 - December 2012
PCM Resources September 2008 - August 2011
TIAA-CREF March 2008 - September 2008
PC Mechanics LLC September 2006 - January 2008
Rav-tec Consulting 2008 - 2008
TIAA-CREF May 2006 - September 2006
TIAA-CREF December 2004 - September 2005
Skills
Consulting, 401k, Mutual Funds, Retirement, Business Strategy, Defined Benefit, Business Analysis, Financial Services, Pensions
Education
Truman State University 1988 — 1993
BS, Finance
DST Retirement Solutions January 2003 - Present
Skills
JCL, COBOL, DB2, SDLC, Requirements Analysis, SharePoint, Requirements Gathering, Agile Methodologies, Software Development, Business Analysis, SQL, Enterprise Architecture, Team Leadership, Financial Services, Quality Center, Process Improvement, Business Process, TSO, Data Warehousing, User Acceptance Testing, Disaster Recovery, Database Design, Xpediter, Business Requirements, System Testing, Software Documentation, Access, Project Planning, Regression Testing, Databases, Fileaid, Software Project..., IT Strategy, Agile Project Management, Systems Analysis, Lotus Notes, VSAM, Integration, Visio, Software Design, MS Project, Mainframe, Vendor Management, PMO
Education
Missouri State University 1990 — 1995
Bachelor of Science (B.S.), Computer Info Systems
DST Retirement Solutions January 2010 - Present
Newkirk March 2005 - December 2010
Skills
Project Management, Process Improvement, XML, Microsoft Office, Microsoft Excel, Test Cases, Manual Testing, Regression Testing, Usability Testing, Performance Testing, Integration Testing, Software Quality..., Test Planning, Software Project..., Business Analysis, Quality Assurance, Software Documentation, Testing, Quality Center
Education
University at Albany, SUNY 1998 — 2002
Bachelor of Science, Geology
Walsworth Publishing November 2012 - Present
DST Retirement Solutions December 2011 - June 2012
DST Systems January 2000 - December 2011
Birchtree Financial Services, Inc. November 1996 - November 1999
Skills
Microsoft Excel, Microsoft Office, Budgets, Financial Analysis, Team Leadership, Management, Securities, Due Diligence, Customer Service, PowerPoint, Microsoft Word, Risk Management, Business Intelligence, SharePoint, Project Planning, Financial Services, Test Planning, Quality Assurance, SDLC, Software Project..., Testing, Business Requirements, Business Process..., Requirements Gathering, Training, Software Documentation, Technical Writing, MS Project, Program Management, Databases, Leadership, DB2, Requirements Analysis, Fileaid, Change Management, Mutual Funds, Access, JCL, Data Analysis, Team Building, Analysis, User Acceptance Testing, Agile Methodologies, Process Improvement
Education
Cornell College 1985 — 1989
Bachelor of Arts (BA), Psychology & Religion
DST Retirement Solutions May 2013 - Present
DST Retirement Solutions January 2011 - April 2013
Boston Financial Data Services 2000 - 2010
Putnam Investments 1996 - 2000
Skills
Retirement, Mutual Funds, Financial Services, 401k, Process Improvement, Employee Benefits, Pensions, Asset Managment, Defined Benefit, Financial Analysis, Project Management, CRM, Outlook, Fixed Annuities, Asset Management
Education
Bryant University
Bachelor of Science in Business Administration, Management and Operations
Kansas City Life Insurance Company February 2013 - Present
DST Retirement Solutions 2010 - 2012
DST Systems June 2004 - December 2010
DST Systems 2001 - 2004
DST Systems 1998 - 2001
DST Systems 1997 - 1998
Skills
Fileaid, CICS, JCL, DB2, SQL, Clarity, Xpediter, SDLC, Mainframe, COBOLII, Software Project..., Mutual Funds, Project Management, Agile Methodologies, Project Planning, Requirements Gathering, Analysis, COBOL, ISPF, IBM Utilities, Endeavor, Software Documentation, Testing, TSO, Databases, User Acceptance Testing, Visio, Syncsort, VSAM, SPUFI, Business Requirements, Requirements Analysis
Education
Central Missouri State University 1992 — 1996
BSBA, Computer Information Systems
DST Retirement Solutions June 2007 - Present
Skills
Datastage, DB2, COBOL, SDLC, JCL, SQL, ETL, Data Warehousing, Unix Shell Scripting, Unix, Mainframe
Education
Emporia State University 2003 — 2007
Bachelor's of Business, Computer Information Systems
DST Retirement Solutions Division Vice PresidentBoston Financial Data ServicesMay 1983 - December 2008
Skills
CRM, Investments, Mutual Funds, Securities, Process Improvement, Financial Services, Retirement, Vendor Management, 401k, Relationship Management, Operations Management, Asset Management
Education
Suffolk University 1978 — 1982
Bachelor's degree, Journalism and English
DST Retirement Solutions February 2014 - Present
Booz Allen Hamilton September 2013 - February 2014
DST Retirement Solutions June 2003 - September 2013
Skills
Java, JavaScript, HTML, SQL, Software Development, Agile Methodologies, SDLC, Requirements Analysis, JDBC
Education
University of Missouri-Kansas City 2007 — 2009
Master of Business Administration (MBA), Finance, General
Southwest Baptist University 1999 — 2003
Bachelor of Science (BS), Computer Science
DST Retirement Solutions 2010 - 2014
DST Systems 2002 - 2010
Skills
Leadership, Process Improvement, Financial Services, Relationship Management, Risk Management, Team Leadership, Vendor Management, Business Process..., CRM, Sales
Education
Northwest Missouri State University 1991 — 1995
Bachelor of Science (BS), Geography/Geology