Financial Industry Technical Services, Inc. (FITS-Inc.)

Description

Address: 400 Morris Ave # 264, Denville, NJ 07834 Hours: Closed ⋅ Opens 8AM Mon SaturdayClosedSundayClosedMonday8AM–5:30PMTuesday8AM–5:30PMWednesday8AM–5:30PMThursday8AM–5:30PMFriday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (973) 586-8877: : : : : Place name: Website: : Category: Website: http://www.fits-inc.com/ Category: Consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Financial Industry Technical Services, Inc. (FITS) Posting publicly on the Web Write a review Reviews Be the first to review

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Financial Industry Technical Services, Inc. (FITS-Inc.) Employees

Employee
Years
Job
Industry
Robert Hallberg, CFE Robert Hallberg, CFE Boston, Massachusetts Details
Robert Hallberg, CFE's Financial Industry Technical Services, Inc. (FITS-Inc.) Experience September 2010 - Present
Job Consultant at Financial Industry Technical Services, Inc. (FITSInc.)
Industry Financial Services
Experience
Financial Industry Technical Services, Inc. (FITS-Inc.)   September 2010 - Present
Wells Fargo Financial  September 2008 - September 2010
Kelaher Associates   June 2007 - August 2007

Skills
Mortgage Lending, Sales, Asset Managment, Loans, Mutual Funds, Securities, Finance, Financial Services, Financial Analysis, Management Consulting, Business Process..., Refinance, Banking, Risk Management, Relationship Management

Education
Brown University   2004 — 2008
B.A., Political Science

Marc Vargas Marc Vargas Kansas City, Missouri Area Details
Marc Vargas's Financial Industry Technical Services, Inc. (FITS-Inc.) Experience December 2007 - November 2008
Job Experienced Financial Services and IT Professional
Industry Financial Services
Experience
Delta Data Software  December 2012 - Present
TD Ameritrade  November 2008 - September 2012
Financial Industry Technical Services, Inc. (FITS-Inc.)   December 2007 - November 2008
DST Systems Inc  October 2001 - September 2007
PNC  October 1998 - September 2001
SunGard Shareholder Systems   May 1996 - October 1998
AIM Fund Services   April 1992 - May 1996
Cortland Financial Group   May 1991 - April 1992
PaineWebber  December 1989 - May 1991
National Securities & Research Corp.   January 1983 - December 1989

Skills
Mutual Funds, Transfer Agency, FundSERV, Omnibus, Project Management, Business Analysis, Systems Analysis, System Design, System Administration, Operations Management, Data Conversion, Cost Basis Reporting, SDLC, Blue Sky, Subaccounting, Relationship Management, Customer Service, Quality Assurance, System Deployment, Networking, Back Office, ACATS, Tax Reporting, Brokerage, Corporate Actions, Vendor Management, Financial Services, CRM, Risk Management, Equities, Requirements Gathering, Asset Management, Leadership, Management, Business Requirements, Process Improvement

Education
Monroe Community College   1984 — 1986

Kevin Petersen Kevin Petersen Indianola, Iowa Details
Kevin Petersen's Financial Industry Technical Services, Inc. (FITS-Inc.) Experience January 2000 - August 2001
Job Audit Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  September 2013 - Present
Wells Fargo Home Mortgage  June 2006 - September 2013
Wells Fargo Advisors  August 2001 - June 2006
Financial Industry Technical Services, Inc. (FITS-Inc.)   January 2000 - August 2001

Skills
Banking, Process Improvement, Risk Management, Quality Assurance, Auditing, Operational Risk..., Financial Services, Mortgage Servicing, Leadership, Team Leadership, Correspondent Banking, Analysis, Securities, Broker-Dealer, Mutual Funds, Investments, Series 7, Cost Basis Reporting, Budgets, Business Analysis, Mergers & Acquisitions, Loans

Education
University of Northern Iowa   1990 — 1994
Bachelor of Arts (B.A.), Finance, General

Gladbrook-Reinbeck   1986 — 1990

Judy-Ann Chung Judy-Ann Chung Greater New York City Area Details
Judy-Ann Chung's Financial Industry Technical Services, Inc. (FITS-Inc.) Experience 2006 - 2007
Job Vice President, Regulatory Risk & Control at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank  October 2007 - Present
Financial Industry Technical Services, Inc. (FITS-Inc.)   2006 - 2007
HSBC Securities  September 2000 - September 2005
Trade.Com  January 2000 - September 2000
RMJ Securities  1999 - 2000

Skills
Capital Markets, Equities, Securities, Financial Services, Prime Brokerage, Fixed Income, Middle Office, OFAC, Series 24, Settlement, Operational Risk, Back Office, Banking, Hedge Funds, AML, Derivatives, Risk Management, Anti Money Laundering

Education
University of Maryland University College   2004 — 2006
MBA

Mercy College
BS

Emanuel Rodriguez Emanuel Rodriguez Greater New York City Area Details
Emanuel Rodriguez's Financial Industry Technical Services, Inc. (FITS-Inc.) Experience January 2011 - October 2011
Job Compliance Manager at Fidelity National Information Services
Industry Financial Services
Experience
Fidelity National Information Services  October 2013 - Present
MetLife Bank, N.A.   December 2011 - April 2013
Bank of America  October 2011 - December 2011
Financial Industry Technical Services, Inc. (FITS-Inc.)   January 2011 - October 2011

Skills
Financial Services, Operational Risk, Business Strategy, Relationship Management, Banking, Mortgage Servicing, Loan Servicing, RESPA

Education
College of Saint Elizabeth
Master of Science (MS), Management, 3.97

Kaplan University
B.S. in Business Administration, Finance, 3.20

Jennifer Sawdey Jennifer Sawdey Charlotte, North Carolina Area Details
Jennifer Sawdey's Financial Industry Technical Services, Inc. (FITS-Inc.) Experience March 2012 - March 2014
Job Financial Services Professional
Industry Banking
Experience
ComputerNet Resource Group  July 2014 - Present
Financial Industry Technical Services, Inc. (FITS-Inc.)   March 2012 - March 2014
Bank of America  October 2010 - November 2011
Bank of America  March 2007 - September 2010
Bank of America  August 2004 - March 2007
Bank of America  September 2002 - August 2004
Bank of America  April 1999 - September 2002

Skills
Six Sigma, DMAIC, Credit Derivatives, PMO, Microsoft Office, Portfolio Management, Program Management, Process Improvement, Vendor Management, Project Management, Business Analysis, Management, Analysis, Leadership

Education
Eastern Illinois University
Bachelor of Science, Hospitality Services

Northern Illinois University
Master of Business Administration, General

Hal Applegate Hal Applegate Dallas/Fort Worth Area Details
Hal Applegate's Financial Industry Technical Services, Inc. (FITS-Inc.) Experience January 2014 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Financial Industry Technical Services, Inc. (FITS-Inc.)   January 2014 - Present
Southwest Securities  2004 - 2013
FINRA  1985 - 2004

Skills
Securities, Auditing, FINRA, Series 7, Mutual Funds, Series 63, Uniform Combined State..., Investment Advisory, Options, Series 24, Equity Trading, Fixed Income, Equities, Series 65, Financial Services, Bonds, Risk Management

Education
Texas Tech University
Bachelor of Business Administration (BBA), Marketing

The University of Texas at Arlington
Master of Business Administration (MBA), Finance

Harry Oberoi Harry Oberoi Orange County, California Area Details
Harry Oberoi's Financial Industry Technical Services, Inc. (FITS-Inc.) Experience May 2012 - December 2013
Job VP, Portfolio Risk Manager at California Republic Bank
Industry Financial Services
Experience
California Republic Bank  December 2013 - Present
Financial Industry Technical Services, Inc. (FITS-Inc.)   May 2012 - December 2013
Federal Deposit Insurance Corp (FDIC)   August 2010 - May 2012
Fireside Bank  December 2007 - May 2009
Triad Financial /RoadLoans.com   2000 - 2007
Aames Home Loan  1999 - 2000

Skills
Credit Portfolio..., Credit Risk, Credit, Analysis, Risk, Portfolio Management, Financial Risk, Strategy, Loans, Risk Management, Process Improvement, Financial Reporting, Mortgage Lending, Finance, Business Strategy, Banking, Financial Analysis, Management, Commercial Lending, Forecasting, Mergers & Acquisitions, Credit Scoring, Investments, Credit Analysis

Education
Pepperdine University   1992 — 1995
MBA, Finance

University of Oklahoma
B.A, Finance

Raymond Kuchler Raymond Kuchler Greater New York City Area Details
Raymond Kuchler's Financial Industry Technical Services, Inc. (FITS-Inc.) Experience November 2010 - May 2011
Job Manager at Accenture
Industry Hospital & Health Care
Experience
Accenture  February 2012 - Present
Financial Industry Technical Services, Inc. (FITS-Inc.)   November 2010 - May 2011
Combined Computer Resources, Inc.   February 2009 - March 2010
COMSYS INFORMATION SERVICES INC   December 2005 - June 2008
JPMorgan Chase  December 2000 - June 2008
INTEGRATED STRATEGIES INC  June 2002 - November 2005
CULPEPER CONSULTING COMPANY   May 1993 - June 2002
Citibank  February 1999 - December 2000
Comtex Information System   October 1992 - May 1993
SUMITOMO TRUST & BANKING COMPANY, LTD.   1986 - 1992

Skills
Vendor Management, Process Improvement, System Deployment, Leadership, Cross-functional Team..., Risk Management, Program Management, SDLC, Business Analysis, Banking, Business Process..., PMO, Project Management, Business Process, Integration, Financial Analysis, Business Transformation, Management, Management Consulting, ERP, Requirements Gathering, Accounting, Strategy, Business Intelligence, Mergers & Acquisitions, Team Building, Strategic Planning, Software Documentation, CRM, Finance, SAP, Forecasting, Project Planning, Budgets, Quality Assurance, Six Sigma, Project Portfolio..., Testing, Business Planning, Start-ups, Sarbanes-Oxley Act, Auditing, IT Strategy, IT Service Management

Education
Pace University   1974 — 1976
MBA, Finance

Pace University   1968 — 1972
BBA, Public Accounting

Rose Salas, MBA Rose Salas, MBA Greater New York City Area Details
Rose Salas, MBA's Financial Industry Technical Services, Inc. (FITS-Inc.) Experience August 2010 - March 2013
Job Assistant Vice President at Landesbank Hessen Thuringen ("Helaba")
Industry Financial Services
Experience
Landesbank Hessen Thuringen ("Helaba")   March 2013 - Present
Financial Industry Technical Services, Inc. (FITS-Inc.)   August 2010 - March 2013
affiliated with New Jersey Department of Labor   June 2010 - September 2010
Bloomberg  2008 - 2009
Centerline Capital Group  June 2005 - November 2008
Prudential Mortgage Capital Company  August 1998 - January 2005
First Union National Bank  November 1997 - May 1998
MBL Life Assurance Corp   1994 - 1997
Federal Deposit Insurance Corp./Resolution Trust Corp.   1990 - 1994

Skills
Asset Managment, Due Diligence, Risk Management, Affordable Housing, LIHTC, Section 42, Loans, CMBS, Commercial Mortgages, Bonds, Financial Risk, Securitization, Portfolio Management, Mortgage Lending, Credit, Asset Management, Banking, Financial Analysis, Fixed Income, Finance, Investments, Securities, Equities, Investment Banking, Underwriting, Bloomberg, Loan Origination

Education
Northeastern University   2010 — 2012
MBA

Rutgers Business School & Center for Management Development   2010 — 2010
Certification

New York University   2007 — 2008
Master of Business Administration (MBA)

Rutgers University-New Brunswick   1982 — 1985
BA

The Goethe Institute   1982 — 1985
Certificate

American University   1981 — 1982

Wykeham Rise School For Girls   1978 — 1981
H.S. Diploma

Middlesex County College

Joseph Mazzotti Joseph Mazzotti Denver, Colorado Details
Joseph Mazzotti's Financial Industry Technical Services, Inc. (FITS-Inc.) Experience August 2001 - Present
Job Senior Consultant at Financial Industry Technical Services, Inc. (FITSInc.)
Industry Financial Services
Experience
Financial Industry Technical Services, Inc. (FITS-Inc.)   August 2001 - Present

Skills
Project Management, Securities Processing..., Mutual Funds/Fund SERV, Operation Analysis, System Conversions, Operations Management, Custom Documentation, Training, Business Analysis, Management Consulting, Risk Management

Education
Regis University
Bachelor’s Degree

Chris Corrao Chris Corrao Greater Milwaukee Area Details
Chris Corrao's Financial Industry Technical Services, Inc. (FITS-Inc.) Experience March 2013 - March 2014
Job Product Manager, WealthStation at SunGard
Industry Financial Services
Experience
SunGard Financial Systems  January 2015 - Present
Impact Financial Systems Inc.  April 2014 - January 2015
Financial Industry Technical Services, Inc. (FITS-Inc.)   March 2013 - March 2014
Thomson Reuters BETA Systems  May 2009 - January 2013
Thomson Reuters BETA Systems  April 2008 - May 2009
Thomson Reuters BETA Systems  October 2004 - May 2009
Thomson Reuters BETA Systems  December 2000 - October 2004
Thomson Reuters BETA Systems  October 1997 - December 2000
Assurant Solutions  August 1988 - September 1997

Skills
New Business Development, Building Relationships, Customer Experience, Product Demonstration, Technical Analysis, Client Engagement, Product Marketing, Product Strategy, Sales Process, Sales Support, Project Implementation, Strategy, Sales, Relationship Management, Financial Services, Business Development, Solution Selling, Training, Team Management, Business Analysis, Lead Generation, Product Management, Financial Markets, Customer Engagement, Team Leadership, Management, Sales Operations, CRM, Vendor Management, Salesforce.com, Cross-functional Team..., Executive Management, Process Improvement, Business Process, Strategic Planning, Account Management, Business Strategy, Strategic Partnerships, Enterprise Software, Networking, Program Management, SaaS, Business Intelligence, Analytics, Customer Retention, Competitive Analysis, Business Process..., Pre-sales, IT Strategy, Securities

Education
Ottawa University-Milwaukee   2000 — 2003
Bachelor of Arts (B.A.), Business Administration, Minor - Human Resources

Cedarburg High School

Anthony Jennings Anthony Jennings Humble, Texas Details
Anthony Jennings's Financial Industry Technical Services, Inc. (FITS-Inc.) Experience March 2010 - March 2011
Job Analytics Consultant
Industry Financial Services
Experience
Wells Fargo Advisors  March 2011 - Present
Financial Industry Technical Services, Inc. (FITS-Inc.)   March 2010 - March 2011
ADP  December 2008 - March 2010
eBay  June 2008 - October 2008
Wells Fargo Advisors  September 2006 - June 2008

Skills
Java, Android SDK, android, Android Development, Eclipse, SQLite, PHP, phpMyAdmin, NetBeans, MySQL, HTML, CSS, Microsoft Office, Microsoft Excel, Microsoft Word, Access, VBA, Microsoft SQL Server, Oracle SQL, Teradata, Dbase, FoxPro, Database Explorer, ColdFusion, AutoIt, Erwin, Navicat, PowerDesigner, Blue Pumpkin, Avaya, CMS, PeopleSoft, Witness, EWM, Thompson One, Hyperion Interactive..., Brio Query, Brio Reports, Brio Explorer, Hyperion Performance..., JavaScript, DB2, Visual Studio, SharePoint Designer, SQL Server Management..., SQL Server Business..., Oracle, Business Analysis, CRM, Android

Education
University of Utah   2007 — 2013
Bachelor of Arts (B.A.), Psychology, 3.61

Salt Lake Community College   2006 — 2007
Associate of Science (A.S.), General Studies, 3.8

University of Illinois at Urbana-Champaign
PHP/SQL Programming

Patrick Hadden Patrick Hadden Charlotte, North Carolina Area Details
Patrick Hadden's Financial Industry Technical Services, Inc. (FITS-Inc.) Experience February 2012 - July 2013
Job MetLife Premier Client Group Business Consultant; Advisor Platform Team
Industry Financial Services
Experience
MetLife  January 2014 - Present
Wells Fargo Securities  November 2013 - January 2014
Financial Industry Technical Services, Inc. (FITS-Inc.)   February 2012 - July 2013
Bank of America  March 2009 - February 2012
BOA  August 1999 - February 2009
Hilliard Farber & Co., Inc.   August 1986 - 1999

Skills
Back Office, Fixed Income, Hedge Funds, Credit Derivatives, Six Sigma, Treasury, Business Analysis, Securities, Change Management, Derivatives, Investments, Financial Analysis, Settlement, Risk Management, Process Improvement, Banking, Capital Markets, Bonds, Trading, Bloomberg, Financial Services, Operational Risk, Project Management, Middle Office, Credit Risk, Portfolio Management, Integration, Financial Risk, Trading Systems, Interest Rate..., Investment Banking, Mergers & Acquisitions, Asset Management

Education
Marist College
B.S. Business Administration, Finance, Public Administration

Bill Chiusano, MBA Bill Chiusano, MBA Greater New York City Area Details
Bill Chiusano, MBA's Financial Industry Technical Services, Inc. (FITS-Inc.) Experience December 2010 - March 2015
Job Director Change Management at CIT
Industry Financial Services
Experience
CIT  March 2015 - Present
Financial Industry Technical Services, Inc. (FITS-Inc.)   December 2010 - March 2015
Fidelity Investments  September 2007 - April 2010
Morgan Stanley  August 2000 - September 2007
Pershing  January 1997 - August 2000

Skills
Asset Management, Cash Management, Banking, Cash, Internal Controls, Equities, Securities, Risk Management, Mutual Funds, Series 7, Funding, Trading, Financial Services, Treasury Management, Settlement, Trading Systems, Relationship Management, Treasury, Operational Risk, Operational Risk..., Liquidity Management, AML, Liquidity Risk, Portfolio Management, Back Office, Finance, Fixed Income, Hedge Funds, Investment Banking, Financial Risk, Series 63, Derivatives, Alternative Investments, FX Options, Options, Bloomberg, Asset Managment, Due Diligence, Financial Markets, Investments, Payments, Capital Markets

Education
Fordham Gabelli School of Business   1991 — 1995
MBA, Management and Finance

City University of New York-Brooklyn College   1986 — 1988
BS, Management and Finance

University at Albany, SUNY   1983 — 1986
Economics

Nazareth Regional High School   1979 — 1983

Stephen Cywin Stephen Cywin Greater New York City Area Details
Stephen Cywin's Financial Industry Technical Services, Inc. (FITS-Inc.) Experience May 2008 - Present
Job Management Consultant at Financial Industry Technical Services, Inc. (FITSInc.)
Industry Management Consulting
Experience
Financial Industry Technical Services, Inc. (FITS-Inc.)   May 2008 - Present
Cywin International   February 2007 - May 2008
Morgan Stanley  July 2001 - February 2007
Schwab Capital Markets  October 1999 - July 2001
Cywin International, Inc.   January 1993 - September 1999
Prudential Insurance  September 1990 - 1993
Deloitte & Touche  September 1984 - August 1990
Bankers Trust  January 1981 - August 1984
Key Financial Systems  1978 - 1981
Citibank  1975 - 1977

Skills
Business Analysis, Strategy, Financial Services, Risk Management, Management Consulting, Portfolio Management, Banking, Project Management, Management, SDLC, Accounting, Capital Markets, Outsourcing, Business Development, Financial Analysis, Financial Risk, Program Management, Investments, Process Improvement, Consulting, Finance, Regulatory Compliance

Education
University of Pennsylvania - The Wharton School   1974 — 1975

George Mason University   1968 — 1972
BA, Mathematics

Fort Hunt High

Brandon Foxx Brandon Foxx Greater Minneapolis-St. Paul Area Details
Brandon Foxx's Financial Industry Technical Services, Inc. (FITS-Inc.) Experience June 2011 - October 2012
Job Business Systems Consultant
Industry Financial Services
Experience
Wells Fargo Insurance Services  May 2013 - Present
Financial Industry Technical Services, Inc. (FITS-Inc.)   June 2011 - October 2012
Ameriprise Financial Services, Inc.   March 2012 - July 2012
Securian Financial Group  June 2011 - February 2012
Galliard Capital Management  November 2007 - November 2010
Wells Fargo Investments, LLC  August 2004 - November 2007
Wells Fargo and Company  October 2003 - July 2004
Financial Markets Program (UMD)   September 2003 - May 2004

Skills
Excel, Lotus Notes, Mutual Funds, Securities, Microsoft Office, Bloomberg, PAM, SEI, AWR, Word, RightFax, Fixed Income, Outlook, Microsoft Excel, PowerPoint, Financial Reporting, Access, Banking, Financial Services, Investments, Hedge Funds, Trading, Fund Accounting, User Acceptance Testing, Time Management, Data Analysis, Business Requirements, Business Analysis, Back Office, Account Reconciliation, Corporate Actions, Financial Markets, Analysis, Finance

Education
University of Minnesota Duluth   1999 — 2004
BBA, Finance, Economics

Blaine High School   1995 — 1999

Vincent Rosalia Vincent Rosalia Greater Denver Area Details
Vincent Rosalia's Financial Industry Technical Services, Inc. (FITS-Inc.) Experience February 2011 - Present
Job Senior Consultant
Industry Financial Services
Experience
Financial Industry Technical Services, Inc. (FITS-Inc.)   February 2011 - Present
Rosalia & Associates, LLC   August 2003 - Present
Wells Fargo Wealth Management  April 2010 - February 2011
Financial Industry Technical Services, Inc. (FITS-Inc.)   January 2004 - April 2010
Computer Research, Inc.   January 2009 - December 2009
UBS  August 2007 - December 2008
Municipal Mortgage & Equity, LLC   May 2007 - July 2007
Fannie Mae  July 2005 - February 2007
Regions Bank  February 2005 - May 2005
H.D. Vest Financial Services   December 2003 - July 2004

Skills
Equities, Series 7, Strategic Planning, Competitive Analysis, Integration, Risk Assessment, Product Development, Leadership Development, Compliance Regulations, Risk Management, Securities, Financial Services, Mutual Funds, Asset Managment, Back Office, Due Diligence, Fixed Income, Financial Analysis, Financial Risk, Leadership, Process Improvement, Portfolio Management, Financial Reporting, Derivatives, Analysis, Finance, Capital Markets, Trading, Mergers & Acquisitions, Banking, Bonds, Business Analysis, Business Process..., Corporate Actions, Financial Advisory, Operational Risk, Options, Relationship Management, Trading Systems, Asset Management

Education
Pace University
M.B.A, Finance

Bill Hudock Bill Hudock Greater New York City Area Details
Bill Hudock's Financial Industry Technical Services, Inc. (FITS-Inc.) Experience March 2015 - Present
Job Management Consultant at Financial Industry Technical Services, Inc. (FITS)
Industry Management Consulting
Experience
Financial Industry Technical Services, Inc. (FITS-Inc.)   March 2015 - Present
Aspire Financial Services  November 2011 - March 2015
InvestLink Technologies  October 2005 - November 2011
Affiliated Computer Services (acquired Mellon Bank HRIS)   January 1999 - October 2005
Mellon Bank (acquired Dreyfus Retirement Services)   December 1997 - December 1998
Dreyfus Retirement Services  July 1995 - December 1997
Bankers Trust  January 1994 - July 1995

Skills
Pensions, Customer Service, Management, Employee Benefits, Human Resources, Analysis, 401k, Operations Management, Microsoft Excel, Business Analysis, Investments, Outsourcing, Budgets, Risk Management, Mutual Funds, Vendor Management, Finance, Process Improvement, Financial Services

Education
Saint Thomas Aquinas College   1980 — 1984
Bachelor of Science (BS), Finance, General

High School   1976 — 1980

Don Prellwitz Don Prellwitz Greater Minneapolis-St. Paul Area Details
Don Prellwitz's Financial Industry Technical Services, Inc. (FITS-Inc.) Experience October 2011 - October 2012
Job Operations Manager at McGladrey
Industry Financial Services
Experience
McGladrey  August 2013 - Present
Groveland Capital   March 2013 - Present
Financial Industry Technical Services, Inc. (FITS-Inc.)   October 2011 - October 2012
Wells Fargo Investments  March 2005 - November 2011
Wells Fargo Investments  March 2001 - February 2005
US Bancorp Piper Jaffray  September 1997 - March 2001

Skills
Securities, Series 7, Mutual Funds, Equities, Fixed Income, Risk Management, Process Improvement, Investments, Asset Managment, Brokerage, Financial Services, Trading, Mergers & Acquisitions, Portfolio Management, FINRA, Asset Management, Wealth Management, Finance, Analysis

Education
University of Minnesota-Twin Cities   1992 — 1996
Bachelor of Science (BS), Finance, General

George Tsatsos George Tsatsos Greater Minneapolis-St. Paul Area Details
George Tsatsos's Financial Industry Technical Services, Inc. (FITS-Inc.) Experience September 2004 - September 2007
Job General Manager at Yew Chung International School Silicon Valley
Industry Financial Services
Experience
Yew Chung International School - Silicon Valley  February 2013 - Present
Ameriprise Financial Services, Inc.   July 2012 - Present
Ameriprise Financial Services, Inc.   September 2007 - December 2012
Financial Industry Technical Services, Inc. (FITS-Inc.)   September 2004 - September 2007
American Express  May 2001 - August 2003
American Express  October 1999 - May 2001
CHUO SENKO VN   May 1996 - August 1996
LFG, LLC.   January 1996 - May 1996

Skills
Series 7, Financial Services, Mutual Funds, Relationship Management, Securities, Wealth Management, Requirements Gathering, Back Office, Financial Modeling, Competitive Analysis, Product Management, Increasing ROI, Microsoft Access, Microsoft Excel

Education
Indiana University - Kelley School of Business   2006 — 2008
Master of Business Administration (MBA), Business Administration and Management, General

Thunderbird School of Global Management   2006 — 2008
Masters in Global Management, International Management

Purdue University   1993 — 1998
Bachelor's degree, Organizational Leadership

William Tribble William Tribble Richmond, Virginia Details
William Tribble's Financial Industry Technical Services, Inc. (FITS-Inc.) Experience 2008 - May 2014
Job GBS Strategy and Transformation
Industry Financial Services
Experience
IBM GBS Strategy & Transformation   October 2014 - Present
Financial Industry Technical Services, Inc. (FITS-Inc.)   2008 - May 2014
Raymond James Financial Inc.  May 2012 - February 2014
PrimeVest Financial Services  July 2011 - October 2011
Wells Fargo Advisors  September 2009 - June 2011
Vanguard  October 2008 - September 2009
LPL Financial  December 2007 - September 2008
First Clearing LLC  August 2006 - December 2007
Wachovia Securities  May 2002 - July 2006

Skills
Financial Services, Analysis, Mutual Funds, Business Analysis, Banking, Finance, Project Management, Mergers & Acquisitions, Risk Management, Cross-functional Team..., Back Office, CRM, Trading, Fixed Income, Business Process..., Integration, Management Consulting, Business Strategy, Capital Markets, Equities, Quality Assurance, Security Operations, Strategic Planning, Change Management, Financial Modeling, Relationship Management, Program Management, Customer Operations, IT Audit, Data Analysis, Business Process..., Data Mapping, Equity Capital Markets, Order Management

Education
East Carolina University   1996 — 2002
Bachelor of Science, Business Administration; Managerial Finance

Tilburg University   2001 — 2002
International Marketing and Strategy

Joseph Buckley Joseph Buckley Greater New York City Area Details
Joseph Buckley's Financial Industry Technical Services, Inc. (FITS-Inc.) Experience January 2011 - Present
Job Consultant at Financial Industry Technical Services, Inc. (FITSInc.)
Industry Financial Services
Experience
Financial Industry Technical Services, Inc. (FITS-Inc.)   January 2011 - Present
Independent Consultant  October 2010 - January 2011
The Depositiory Trust Clearing Corporation (DTCC)   January 2009 - June 2010
Fortis Bank USA   January 2006 - December 2008
Fiserv Securities  1999 - 2005
Nomura Securities  1995 - 1999
Sumitomo Securities   June 1993 - December 1994
Dillon Read & Company   October 1988 - May 1993
Dean Witter  1987 - 1989

Skills
Risk Management, Fixed Income, Enterprise Risk..., Operational Risk, Financial Risk, Capital Markets, Banking, Financial Analysis, Securities, Asset Managment, Equities, Derivatives, Operational Risk..., Auditing, Internal Audit, Back Office, Credit, Mutual Funds, Financial Services, Asset Management, Relationship Management, Portfolio Management, Financial Modeling, AML

Education
Drexel University - LeBow College of Business   1979 — 1984
BS, Accounting

Archbishop Ryan   1976 — 1979
High School

Maternity BVM   1966 — 1975

Patrick Wieneke Patrick Wieneke Greater Minneapolis-St. Paul Area Details
Patrick Wieneke's Financial Industry Technical Services, Inc. (FITS-Inc.) Experience December 2010 - September 2015
Job Analyst II SCM Performance Consulting at VHA Inc.
Industry Banking
Experience
VHA Inc.  September 2015 - Present
Carlson School of Management  2013 - Present
Financial Industry Technical Services, Inc. (FITS-Inc.)   December 2010 - September 2015
Wells Fargo  December 2008 - December 2010

Skills
Auditing, Financial Analysis, Risk Management, Process Improvement, Regulatory Compliance, Mutual Funds, Compliance Analysis, Banking, FactSet, Financial Audits, Trust Operations, Compliance Monitoring, Loans, Customer Service, Fixed Income

Education
University of Minnesota - Carlson School of Management   2013 — 2015
Master of Business Administration (MBA), Finance, Strategic Management

Gustavus Adolphus College   2003 — 2007
Bachelor of Arts (BA), Financial Economics

Rey Balicao Rey Balicao Greater Minneapolis-St. Paul Area Details
Rey Balicao's Financial Industry Technical Services, Inc. (FITS-Inc.) Experience April 2010 - October 2011
Job Growth PMO at Pentair Technical Solutions
Industry Electrical/Electronic Manufacturing
Experience
Pentair Technical Solutions  January 2015 - Present
Pentair Technical Solutions  January 2014 - December 2014
Pentair Equipment Protection  October 2011 - December 2013
Financial Industry Technical Services, Inc. (FITS-Inc.)   April 2010 - October 2011
Eaton Corporation  2003 - 2009
American Express Financial Advisors  1995 - 2000
Traveled on a shoe-string   1993 - 1994

Skills
Project Management, Six Sigma, Process Improvement, Business Process..., Cross-functional Team..., Business Analysis, Program Management, SDLC, Business Process, Integration, Leadership, Strategy, Management, Competitive Analysis, Project Portfolio..., PMO

Education
University of Saint Thomas Graduate School of Software   2000 — 2002
MS, Software Engineer

Carleton College   1989 — 1993
BA, Political Economy and Spanish

Jane Muccini Jane Muccini Greater New York City Area Details
Jane Muccini's Financial Industry Technical Services, Inc. (FITS-Inc.) Experience January 2012 - March 2013
Job AVP Business Analyst
Industry Financial Services
Experience
BNP Paribas  September 2014 - Present
Jefferies  April 2013 - August 2014
Financial Industry Technical Services, Inc. (FITS-Inc.)   January 2012 - March 2013
Financial Industry Technical Services, Inc. (FITS-Inc.)   July 2009 - December 2011
Financial Industry Technical Services, Inc. (FITS-Inc.)   May 2007 - May 2009
Fidelity Investments  May 2006 - May 2007
KEANE  May 2004 - August 2005
SunGard Financial Systems  January 1999 - March 2004

Skills
Banking, Business Analysis, Requirements Analysis, Business Process, SDLC, Testing, Equities, Business Process..., Software Quality..., Change Management, Management Consulting, Risk Management, Process Improvement, Project Management, Business Strategy, Business Intelligence, System Testing, Quality Assurance, Software Documentation, Analysis, Financial Services

Education
Hesser College   2002 — 2006
Associate's degree, Business Administration and Management, General

Curtis Sheu Curtis Sheu Greater New York City Area Details
Curtis Sheu's Financial Industry Technical Services, Inc. (FITS-Inc.) Experience October 2011 - Present
Job Software Developer at Financial Industry Technical Services, Inc. (FITSInc.)
Industry Computer Software
Experience
Financial Industry Technical Services, Inc. (FITS-Inc.)   October 2011 - Present
Epic Systems  September 2010 - September 2011
Rensselaer Polytechnic Institute  January 2010 - May 2010

Skills
C++, MUMPS, Microsoft SQL Server, Java, Visual Basic 5.0/6.0, AJAX, JavaScript

Education
Rensselaer Polytechnic Institute   2006 — 2010
BS, Computer Science/Computer Systems and Engineering

Robert Rothauser Robert Rothauser Greater New York City Area Details
Robert Rothauser's Financial Industry Technical Services, Inc. (FITS-Inc.) Experience April 2011 - 2013
Job Consultant
Industry Writing and Editing
Experience
Freelance Consultant  May 2008 - Present
Financial Industry Technical Services, Inc. (FITS-Inc.)   April 2011 - 2013
National Financial Services, a Fidelity Company   April 2005 - May 2008
Global Direct Financial Services   December 2000 - October 2002
Deutsche Bank Securities  October 1993 - October 1996

Skills
Process Improvement, Project Management, Financial Services, Risk Management, Capital Markets, Fixed Income, Investment Banking, Business Analysis, Back Office, Portfolio Management, Middle Office

Education
Babson College
Bachelor of Science (BS), Investments and Securities

Brandon Lange Brandon Lange Dover, New Jersey Details
Brandon Lange's Financial Industry Technical Services, Inc. (FITS-Inc.) Experience June 2004 - Present
Job I.T. Professional
Industry Financial Services
Experience
Financial Industry Technical Services, Inc. (FITS-Inc.)   June 2004 - Present

Skills
Financial Services, Microsoft Word, Microsoft Office, Customer Service, PowerPoint, Microsoft Excel, New Business Development, Outlook

Education
Le Cordon Bleu College of Culinary Arts-Orlando   2008 — 2010
Culinary Arts/Chef Training

County College of Morris   2005 — 2008
Business Administration and Management, General

Morris Knolls High School

Frank Passaro Frank Passaro Denville, New Jersey Details
Frank Passaro's Financial Industry Technical Services, Inc. (FITS-Inc.) Experience September 2014 - Present
Job Business Development at Financial Industry Technical Services
Industry Management Consulting
Experience
Financial Industry Technical Services, Inc. (FITS-Inc.)   September 2014 - Present
BNY Mellon  June 2013 - May 2014
Resources Global Professionals  May 2011 - May 2013
Deutsche Bank  April 2004 - September 2010
Deutsche Bank  May 2002 - April 2004
Deutsche Bank  February 1999 - May 2002
Barclays Investment Bank  September 1996 - February 1999
Chase Manhattan  March 1996 - September 1996
C & W Sewing Machines Inc   1988 - 1995
R.B. Samuels Inc   1987 - 1988

Skills
Microsoft Office, SAP, MSA, Computron, IBM Cognos TM1 Project..., Essbase, ICI, DBI, SSR, ADP, DB Integrity, CPA - License Pending, Account Reconciliation, Finance, Accounting, Financial Analysis, Financial Modeling, Corporate Finance, Financial Reporting

Education
Pace University - Lubin School of Business   1983 — 1985
Master of Business Administration (M.B.A.), Finance and Financial Management Services

Wagner College   1975 — 1979
Bachelor's Degree, Accounting and Finance

Xaverian High School   1971 — 1975
High School

Gloria Simon Gloria Simon Belleville, Illinois Details
Gloria Simon's Financial Industry Technical Services, Inc. (FITS-Inc.) Experience February 2000 - May 2001
Job Semiconductors Professional
Industry Semiconductors
Experience
Intel Corporation  May 2005 - October 2006
Wells Fargo  August 2001 - January 2003
Financial Industry Technical Services, Inc. (FITS-Inc.)   February 2000 - May 2001
Grupo Sama   January 1995 - July 1998

Education
Texas A&M International University   1993 — 1994
Master in Business Administration International Trading, 3.5

Central American AutonomousUniversity (UACA)   1990 — 1993
Bachelor of Business Administration (B.B.A.)

Kristen Sturdy-Lange Kristen Sturdy-Lange Greater New York City Area Details
Kristen Sturdy-Lange's Financial Industry Technical Services, Inc. (FITS-Inc.) Experience May 2013 - Present
Job Business Development Consultant at Financial Industry Technical Services, Inc. (FITSInc.)
Industry Financial Services
Experience
Financial Industry Technical Services, Inc. (FITS-Inc.)   May 2013 - Present

Skills
Business Analysis, Microsoft Excel, Business Process..., Financial Services, Equities, Program Management, Process Improvement, Coaching, Project Management, Risk Management, Strategic Planning, Strategy, Management, Banking, Financial Analysis

Education
The College of Saint Elizabeth   1998 — 2002
Literary Studies/Women's Studies (concentration). Minored in Psychology, Sociology, Justice Studies.

Kean University
Sociology and Anthropology Studies(including Forensic Anthropology)

Academy of the Sacred Heart   1996 — 1998