Eagle Investment Systems, LLC
Industry: Company
DescriptionEagle Investment Systems is an American global provider of financial services technology and a subsidiary of BNY Mellon. Number of employees: 1,000 Headquarters: Wellesley, MA Founded: 1989 Parent organization: Mellon Holdings LLC Subsidiaries: Eagle Access, LLC,
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Eagle Investment Systems, LLC Employees
Employee
Years
Job
Industry
Jonathan Witt Jonathan Witt's Eagle Investment Systems, LLC Experience June 2015 - Present
Job BNYM Strategic Program Manager at Eagle Investment Systems LLC
Industry Financial Services
Experience
Eagle Investment Systems LLC June 2015 - Present
SunGard Financial Systems February 2014 - May 2015
Eagle Investment Systems LLC January 2001 - February 2014
Capital Management Sciences May 1996 - December 2000
Morgan Stanley Trust Company January 1994 - January 1996
Skills
Financial Services, Equities, Mutual Funds, Asset Managment, Fixed Income, FX Options, Derivatives, Securities, Portfolio Management, Hedge Funds, Financial Markets, Software Engineering, Asset Management, Capital Markets, Trading Systems, Alternative Investments, Bloomberg, Investments, Business Analysis, Trading, Sales, Relationship Marketing, Business Development, Relationship Management
Education
Fordham University - Graduate School of Business Administration 1994 — 1996
Master of Business Administration (MBA), International Finance
State University of New York at Binghamton 1981 — 1985
Bachelor of Arts (B.A.), Biology and History
Eagle Investment Systems LLC June 2015 - Present
SunGard Financial Systems February 2014 - May 2015
Eagle Investment Systems LLC January 2001 - February 2014
Capital Management Sciences May 1996 - December 2000
Morgan Stanley Trust Company January 1994 - January 1996
Skills
Financial Services, Equities, Mutual Funds, Asset Managment, Fixed Income, FX Options, Derivatives, Securities, Portfolio Management, Hedge Funds, Financial Markets, Software Engineering, Asset Management, Capital Markets, Trading Systems, Alternative Investments, Bloomberg, Investments, Business Analysis, Trading, Sales, Relationship Marketing, Business Development, Relationship Management
Education
Fordham University - Graduate School of Business Administration 1994 — 1996
Master of Business Administration (MBA), International Finance
State University of New York at Binghamton 1981 — 1985
Bachelor of Arts (B.A.), Biology and History
Ralph Richardson Ralph Richardson's Eagle Investment Systems, LLC Experience February 2006 - December 2006
Job Account Manager at Broadridge Financial Solutions
Industry Information Technology and Services
Experience
Broadridge Financial November 2007 - Present
State Street 2007 - 2007
Eagle Investment Systems LLC February 2006 - December 2006
SunGard Brokerage and Clearance January 2000 - April 2005
Skills
Equities, Business Analysis, Mutual Funds, Account Management, Fixed Income, Financial Services, Salesforce.com, Product Management, Asset Management, Solution Selling, Securities, CRM, Vendor Management, Management
Education
Bentley University 1989 — 1993
B.S., Finance
Broadridge Financial November 2007 - Present
State Street 2007 - 2007
Eagle Investment Systems LLC February 2006 - December 2006
SunGard Brokerage and Clearance January 2000 - April 2005
Skills
Equities, Business Analysis, Mutual Funds, Account Management, Fixed Income, Financial Services, Salesforce.com, Product Management, Asset Management, Solution Selling, Securities, CRM, Vendor Management, Management
Education
Bentley University 1989 — 1993
B.S., Finance
Robert Howe, MCTS, MCP, MCSA's Eagle Investment Systems, LLC Experience December 2013 - Present
Job Information Security at Eagle Investment Systems LLC
Industry Information Technology and Services
Experience
Eagle Investment Systems LLC December 2013 - Present
LoJack Corporation February 2013 - December 2013
PatientKeeper June 2010 - February 2013
Independent Consultant August 2009 - June 2011
a Computer Support and Network Integration company February 2009 - August 2009
ComputerTraining.com September 2008 - March 2009
MX Consulting Services October 2008 - February 2009
Murata Power Solution Electronics October 2005 - February 2009
James Ferrara & Sons June 1996 - October 2003
Skills
Active Directory, Troubleshooting, Windows Server, Microsoft Exchange, Technical Support, Servers, VMware ESX, Blackberry Enterprise..., Operating Systems, DHCP, TCP/IP, Windows 7, Disaster Recovery, Windows XP, Mobile Devices, Software Documentation, Help Desk Support, Windows Server 2003, Powershell, Windows Server 2008, XP, DNS, Security, Firewalls, Windows Active Directory, -Encryption Technology..., Windows 8.1, Networking, VMware, Software Installation, VPN
Education
ComputerTraining.edu 2008 — 2008
Microsoft Networking Technology, Information Technology
Massasoit Community College 2006 — 2007
Coursework in Networking and Computer Technology
Eagle Investment Systems LLC December 2013 - Present
LoJack Corporation February 2013 - December 2013
PatientKeeper June 2010 - February 2013
Independent Consultant August 2009 - June 2011
a Computer Support and Network Integration company February 2009 - August 2009
ComputerTraining.com September 2008 - March 2009
MX Consulting Services October 2008 - February 2009
Murata Power Solution Electronics October 2005 - February 2009
James Ferrara & Sons June 1996 - October 2003
Skills
Active Directory, Troubleshooting, Windows Server, Microsoft Exchange, Technical Support, Servers, VMware ESX, Blackberry Enterprise..., Operating Systems, DHCP, TCP/IP, Windows 7, Disaster Recovery, Windows XP, Mobile Devices, Software Documentation, Help Desk Support, Windows Server 2003, Powershell, Windows Server 2008, XP, DNS, Security, Firewalls, Windows Active Directory, -Encryption Technology..., Windows 8.1, Networking, VMware, Software Installation, VPN
Education
ComputerTraining.edu 2008 — 2008
Microsoft Networking Technology, Information Technology
Massasoit Community College 2006 — 2007
Coursework in Networking and Computer Technology
Rich Pelton Rich Pelton's Eagle Investment Systems, LLC Experience August 2006 - March 2012
Job Vice President Eagle Investment Systems
Industry Financial Services
Experience
Eagle Investment Systems March 2012 - Present
Eagle Investment Systems, LLC August 2006 - March 2012
Eagle Investment Systems March 2002 - March 2012
Eagle Investment Systems January 2000 - March 2002
Eagle Investment Systems September 1998 - January 2000
Keane Consulting 1996 - 1998
Thomson Financial 1994 - 1996
State Street Corp December 1992 - September 1994
State Street October 1991 - December 1992
State Street September 1990 - October 1991
Skills
Eagle PACE, Reference Data, Portia, Fixed Income, Back Office, Market Data, Trading Systems, Bloomberg, Corporate Actions, Investment Management, Fund Accounting, Financial Services, Equities
Education
D'Amore-McKim School of Business at Northeastern University 1998 — 2000
Master of Business Administration (M.B.A.)
Eagle Investment Systems March 2012 - Present
Eagle Investment Systems, LLC August 2006 - March 2012
Eagle Investment Systems March 2002 - March 2012
Eagle Investment Systems January 2000 - March 2002
Eagle Investment Systems September 1998 - January 2000
Keane Consulting 1996 - 1998
Thomson Financial 1994 - 1996
State Street Corp December 1992 - September 1994
State Street October 1991 - December 1992
State Street September 1990 - October 1991
Skills
Eagle PACE, Reference Data, Portia, Fixed Income, Back Office, Market Data, Trading Systems, Bloomberg, Corporate Actions, Investment Management, Fund Accounting, Financial Services, Equities
Education
D'Amore-McKim School of Business at Northeastern University 1998 — 2000
Master of Business Administration (M.B.A.)
Jeremy Skaling's Eagle Investment Systems, LLC Experience January 2010 - Present
Job Managing Director, Head of Product Management
Industry Computer Software
Experience
Eagle Investment Systems LLC January 2010 - Present
Eagle Investment Systems January 2007 - January 2010
Eagle Investment Systems January 2004 - January 2007
Eagle Investment Systems 2000 - 2004
SunGard Brokerage Systems 1998 - 2000
Skills
Financial Services, Product Management, Market Data, Portfolio Management, Business Analysis, SDLC, Vendor Management, Sales, Asset Management, Software Project..., Requirements Analysis
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2002 — 2007
MBA, IT
Bentley University 1995 — 1999
BA, Finance, IT
Eagle Investment Systems LLC January 2010 - Present
Eagle Investment Systems January 2007 - January 2010
Eagle Investment Systems January 2004 - January 2007
Eagle Investment Systems 2000 - 2004
SunGard Brokerage Systems 1998 - 2000
Skills
Financial Services, Product Management, Market Data, Portfolio Management, Business Analysis, SDLC, Vendor Management, Sales, Asset Management, Software Project..., Requirements Analysis
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2002 — 2007
MBA, IT
Bentley University 1995 — 1999
BA, Finance, IT
Scott Overbeck's Eagle Investment Systems, LLC Experience June 2015 - Present
Job Head of Educational Services at Eagle Investment Systems LLC
Industry Financial Services
Experience
Eagle Investment Systems LLC June 2015 - Present
Eagle Investment Systems LLC June 2007 - June 2015
Wells Fargo Home Mortgage May 2002 - June 2007
Computer Training International, Inc December 2001 - May 2002
Insurance Overload Systems June 2001 - November 2001
Computer Tutor August 2000 - February 2001
Adelphia Business Solutions June 2000 - August 2000
Getronics March 2000 - June 2000
Allstate June 1994 - March 2000
Skills
Business Analysis, Financial Services, Equities, Asset Management, Business Requirements, Project Management, Requirements Analysis, Securities, Back Office, Portfolio Management, Requirements Gathering, Investments, Software Documentation, Leadership
Education
Indiana University of Pennsylvania 1989 — 1993
Bachelor’s Degree, Business Management, Magna Cum Laude
Eagle Investment Systems LLC June 2015 - Present
Eagle Investment Systems LLC June 2007 - June 2015
Wells Fargo Home Mortgage May 2002 - June 2007
Computer Training International, Inc December 2001 - May 2002
Insurance Overload Systems June 2001 - November 2001
Computer Tutor August 2000 - February 2001
Adelphia Business Solutions June 2000 - August 2000
Getronics March 2000 - June 2000
Allstate June 1994 - March 2000
Skills
Business Analysis, Financial Services, Equities, Asset Management, Business Requirements, Project Management, Requirements Analysis, Securities, Back Office, Portfolio Management, Requirements Gathering, Investments, Software Documentation, Leadership
Education
Indiana University of Pennsylvania 1989 — 1993
Bachelor’s Degree, Business Management, Magna Cum Laude
Carl Giallombardo's Eagle Investment Systems, LLC Experience October 2001 - Present
Job Implementation Architect & Project Executive, Eagle Investment Systems LLC
Industry Financial Services
Experience
Eagle Investment Systems LLC October 2001 - Present
Primeon 1998 - 2001
Knoware 1983 - 1985
Skills
SDLC, Business Analysis, Software Project..., Requirements Analysis, Data Warehousing, Enterprise Architecture, Project Management, Requirements Gathering, PMO, Program Management, Vendor Management, Product Management, Project Portfolio..., Business Intelligence, IT Strategy, Software Development, Agile Methodologies, Equities
Education
Massachusetts Institute of Technology 1979 — 1982
Bachelor of Science, Chemical Engineering
Eagle Investment Systems LLC October 2001 - Present
Primeon 1998 - 2001
Knoware 1983 - 1985
Skills
SDLC, Business Analysis, Software Project..., Requirements Analysis, Data Warehousing, Enterprise Architecture, Project Management, Requirements Gathering, PMO, Program Management, Vendor Management, Product Management, Project Portfolio..., Business Intelligence, IT Strategy, Software Development, Agile Methodologies, Equities
Education
Massachusetts Institute of Technology 1979 — 1982
Bachelor of Science, Chemical Engineering
Dan Trainor's Eagle Investment Systems, LLC Experience March 2005 - Present
Job Senior Consultant at Eagle Investment Systems LLC
Industry Information Technology and Services
Experience
Eagle Investment Systems LLC March 2005 - Present
MFS Investment Management 2003 - 2005
MFS Investment Management 2001 - 2003
MFS Investment Management October 1999 - December 2000
MFS Investment Management 1996 - 2000
MFS Investment Management May 1997 - October 1999
MFS Investment Management April 1996 - April 1997
Boston Financial Data Services January 1995 - April 1996
Boston Financial Data Services November 1994 - January 1995
Boston Financial Data Services December 1992 - November 1994
Skills
Securities, Fixed Income, Equities, Settlement, Trading Systems
Education
Merrimack College 1986 — 1990
Bachelor of Science
Eagle Investment Systems LLC March 2005 - Present
MFS Investment Management 2003 - 2005
MFS Investment Management 2001 - 2003
MFS Investment Management October 1999 - December 2000
MFS Investment Management 1996 - 2000
MFS Investment Management May 1997 - October 1999
MFS Investment Management April 1996 - April 1997
Boston Financial Data Services January 1995 - April 1996
Boston Financial Data Services November 1994 - January 1995
Boston Financial Data Services December 1992 - November 1994
Skills
Securities, Fixed Income, Equities, Settlement, Trading Systems
Education
Merrimack College 1986 — 1990
Bachelor of Science
Larry Letourneau's Eagle Investment Systems, LLC Experience May 2007 - Present
Job Implementation Consultant ll at Eagle Investment Systems LLC
Industry Accounting
Experience
Eagle Investment Systems LLC May 2007 - Present
JP Morgan Chase 1996 - 2005
Skills
Fixed Income, Derivatives, Fund Accounting, Bloomberg, Mutual Funds, Equities, Corporate Actions, Securities, Financial Services, Back Office, Asset Management, Middle Office, Trading Systems
Education
Massachusetts College of Liberal Arts 1989 — 1993
Bachelor of Science (B.S.), Business Administration
Eagle Investment Systems LLC May 2007 - Present
JP Morgan Chase 1996 - 2005
Skills
Fixed Income, Derivatives, Fund Accounting, Bloomberg, Mutual Funds, Equities, Corporate Actions, Securities, Financial Services, Back Office, Asset Management, Middle Office, Trading Systems
Education
Massachusetts College of Liberal Arts 1989 — 1993
Bachelor of Science (B.S.), Business Administration
Abhay Kelkar's Eagle Investment Systems, LLC Experience 2000 - 2006
Job Implementation Manager at Charles River Development
Industry Financial Services
Experience
Charles River Development April 2014 - Present
Eagle Investment Systems June 2009 - April 2014
SYNTEL Inc. April 2007 - June 2009
Eagle Investment Systems LLC 2000 - 2006
Reference Inc 1998 - 2000
Geometric Software 1995 - 1997
Skills
Performance Measurement, Performance Attribution, Portfolio Management, Investment Management, GIPS Composites, Portfolio Compliance, Mutual Funds, Fixed Income, Data Management, Derivatives, Equities, Maintaining Strong..., Business Analysis, Requirements Analysis, Software Project..., Management, SDLC, Installation and..., Risk Reporting, Data Feeds, Software Consulting, Data Analysis, Database Queries, Financial Services, Consulting, Software Development
Education
Indian Institute of Management, Ahmedabad 2006 — 2007
Indian Institute of Technology, Madras 1990 — 1992
M.Tech, Mechanical Engineering
College of Engineering Pune 1986 — 1990
BE, Mechanical Engineering
Charles River Development April 2014 - Present
Eagle Investment Systems June 2009 - April 2014
SYNTEL Inc. April 2007 - June 2009
Eagle Investment Systems LLC 2000 - 2006
Reference Inc 1998 - 2000
Geometric Software 1995 - 1997
Skills
Performance Measurement, Performance Attribution, Portfolio Management, Investment Management, GIPS Composites, Portfolio Compliance, Mutual Funds, Fixed Income, Data Management, Derivatives, Equities, Maintaining Strong..., Business Analysis, Requirements Analysis, Software Project..., Management, SDLC, Installation and..., Risk Reporting, Data Feeds, Software Consulting, Data Analysis, Database Queries, Financial Services, Consulting, Software Development
Education
Indian Institute of Management, Ahmedabad 2006 — 2007
Indian Institute of Technology, Madras 1990 — 1992
M.Tech, Mechanical Engineering
College of Engineering Pune 1986 — 1990
BE, Mechanical Engineering
David Clinton's Eagle Investment Systems, LLC Experience December 2006 - Present
Job Sr. Product Develpoment Analyst at Eagle Investment Systems LLC
Industry Computer Software
Experience
Eagle Investment Systems LLC December 2006 - Present
United Stated Coast Guard Auxiliary March 1986 - Present
Eagle Investment Systems LLC September 2001 - December 2006
Putnam Invesments 1996 - 2001
Putnam Investments 1996 - 2001
Skills
Business Analysis, Financial Services, Equities, Securities, Asset Management, Program Management, Project Management, Data Warehousing, Portfolio Management, Requirements Gathering, Requirements Analysis, Financial Analysis, Enterprise Software, Software Development, Databases, Quality Assurance, Software Documentation, Training, Software Project..., User Acceptance Testing, Analysis
Education
Florida State University 1987 — 1990
BS, Elementary Education
Hull 1981 — 1985
Eagle Investment Systems LLC December 2006 - Present
United Stated Coast Guard Auxiliary March 1986 - Present
Eagle Investment Systems LLC September 2001 - December 2006
Putnam Invesments 1996 - 2001
Putnam Investments 1996 - 2001
Skills
Business Analysis, Financial Services, Equities, Securities, Asset Management, Program Management, Project Management, Data Warehousing, Portfolio Management, Requirements Gathering, Requirements Analysis, Financial Analysis, Enterprise Software, Software Development, Databases, Quality Assurance, Software Documentation, Training, Software Project..., User Acceptance Testing, Analysis
Education
Florida State University 1987 — 1990
BS, Elementary Education
Hull 1981 — 1985
John Stahr, CFA's Eagle Investment Systems, LLC Experience 2001 - Present
Job Product Manager at Eagle Investment Systems LLC
Industry Financial Services
Experience
Eagle Investment Systems LLC 2001 - Present
Fidelity Management and Research Company; Fixed Income Division 1995 - 1999
Bolt Beranek and Newman, Inc. (BBN) 1980 - 1995
Education
University of California, Berkeley 1978 — 1979
Master of Science (MS)
Massachusetts Institute of Technology 1974 — 1978
Science Bachelor (SB)
Eagle Investment Systems LLC 2001 - Present
Fidelity Management and Research Company; Fixed Income Division 1995 - 1999
Bolt Beranek and Newman, Inc. (BBN) 1980 - 1995
Education
University of California, Berkeley 1978 — 1979
Master of Science (MS)
Massachusetts Institute of Technology 1974 — 1978
Science Bachelor (SB)
Susan Zall Dias's Eagle Investment Systems, LLC Experience 2001 - July 2008
Job Sr Project Manager, Creator of Writer's Infusion
Industry Education Management
Experience
Vector Controls March 2011 - September 2014
Informa Training Partners September 2008 - March 2009
Eagle Investment Systems LLC 2001 - July 2008
Eagle Investment Systems (a Bank of New York Mellon Company) 1999 - 2001
Silton-Bookman Systems (now SumTotal) 1998 - 1999
Enigma Inc. 1996 - 1998
Chiron Diagnostics (currently Siemens Medical Solutions) 1991 - 1996
Skills
Requirements Gathering, Project Management, Quality Assurance, Program Management, Process Improvement, Data Management, Software Implementation, Change Management, Management, Business Intelligence, Technical Training, Training, Computer Software..., Creative Writing, Business Analysis
Education
Northeastern University 1986 — 1991
BSME, Mechanical Engineering
Vector Controls March 2011 - September 2014
Informa Training Partners September 2008 - March 2009
Eagle Investment Systems LLC 2001 - July 2008
Eagle Investment Systems (a Bank of New York Mellon Company) 1999 - 2001
Silton-Bookman Systems (now SumTotal) 1998 - 1999
Enigma Inc. 1996 - 1998
Chiron Diagnostics (currently Siemens Medical Solutions) 1991 - 1996
Skills
Requirements Gathering, Project Management, Quality Assurance, Program Management, Process Improvement, Data Management, Software Implementation, Change Management, Management, Business Intelligence, Technical Training, Training, Computer Software..., Creative Writing, Business Analysis
Education
Northeastern University 1986 — 1991
BSME, Mechanical Engineering
Suze Edwards's Eagle Investment Systems, LLC Experience Manager, Investor Reporting and ServicingCHFA1987 - 1999
Job Consulting Manager at Eagle Investment Systems LLC
Industry Investment Management
Experience
Eagle Investment Systems LLC Manager, Investor Reporting and ServicingCHFA1987 - 1999
Education
Rensselaer Polytechnic Institute at Hartford 1995 — 1998
M.S., Financial Technology
Salve Regina University 1982 — 1986
B.A.S., Fine Arts and Business Management
Eagle Investment Systems LLC Manager, Investor Reporting and ServicingCHFA1987 - 1999
Education
Rensselaer Polytechnic Institute at Hartford 1995 — 1998
M.S., Financial Technology
Salve Regina University 1982 — 1986
B.A.S., Fine Arts and Business Management
Jonathan Cronin's Eagle Investment Systems, LLC Experience May 2008 - December 2009
Job Product Development Analyst at Eagle Investment Systems
Industry Financial Services
Experience
Eagle Investment Systems April 2015 - Present
Eagle Investment Systems December 2013 - April 2015
Eagle Investment Systems May 2013 - December 2013
Eagle Investment Systems November 2011 - May 2013
Eagle Investment Systems January 2010 - November 2011
Eagle Investment Systems, LLC May 2008 - December 2009
Adirondack Tennis Club May 2005 - August 2007
Skills
Accounting, Fund Accounting, Financial Services, Training, Asset Management, Investments, Equities, Corporate Actions, Fixed Income, Securities, Derivatives, Mutual Funds, Middle Office, Back Office, Bloomberg, Business Analysis
Education
Charlton College of BusinessUniversity of Massachusetts Dartmouth 2005 — 2009
Bachelor's of Science, Finance; Finance and general Business Administration
University of Massachusetts Dartmouth 2005 — 2009
Bachelor of Science, Finance
King Philip High School 2001 — 2005
High School Diploma
Eagle Investment Systems April 2015 - Present
Eagle Investment Systems December 2013 - April 2015
Eagle Investment Systems May 2013 - December 2013
Eagle Investment Systems November 2011 - May 2013
Eagle Investment Systems January 2010 - November 2011
Eagle Investment Systems, LLC May 2008 - December 2009
Adirondack Tennis Club May 2005 - August 2007
Skills
Accounting, Fund Accounting, Financial Services, Training, Asset Management, Investments, Equities, Corporate Actions, Fixed Income, Securities, Derivatives, Mutual Funds, Middle Office, Back Office, Bloomberg, Business Analysis
Education
Charlton College of BusinessUniversity of Massachusetts Dartmouth 2005 — 2009
Bachelor's of Science, Finance; Finance and general Business Administration
University of Massachusetts Dartmouth 2005 — 2009
Bachelor of Science, Finance
King Philip High School 2001 — 2005
High School Diploma
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY