First Data Investor Services Group
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First Data Investor Services Group Employees
Employee
Years
Job
Industry
Fred Naddaff Fred Naddaff's First Data Investor Services Group Experience August 1990 - August 2000
Job Managing Director at SunGard Asset Management
Industry Financial Services
Experience
SunGard Asset Management April 2012 - Present
NICSA Board of Directors 2008 - Present
Citi Investor Services August 2007 - January 2012
BISYS Fund Services August 2000 - August 2007
First Data Investor Services Group August 1990 - August 2000
State Street Bank April 1986 - August 1990
Boston Financial Data Services January 1980 - April 1986
Education
Suffolk University - Sawyer School of Management
Master of Business Administration (MBA)
Northeastern University
System Programming and Analysis
Northeastern University
Bachelor of Business Administration (BBA)
SunGard Asset Management April 2012 - Present
NICSA Board of Directors 2008 - Present
Citi Investor Services August 2007 - January 2012
BISYS Fund Services August 2000 - August 2007
First Data Investor Services Group August 1990 - August 2000
State Street Bank April 1986 - August 1990
Boston Financial Data Services January 1980 - April 1986
Education
Suffolk University - Sawyer School of Management
Master of Business Administration (MBA)
Northeastern University
System Programming and Analysis
Northeastern University
Bachelor of Business Administration (BBA)
Brigitte Casemyr Brigitte Casemyr's First Data Investor Services Group Experience March 1998 - February 1999
Job Marketing Executive at WAC Solution Partners
Industry Information Technology and Services
Experience
WAC Solution Partners January 2015 - Present
Sabbatical January 2014 - December 2014
EnterpriseDB July 2011 - December 2013
Turfbuilder Marketing, LLC March 2002 - July 2011
Mission Critical Linux September 1999 - July 2001
First Data Investor Services Group March 1998 - February 1999
NEBS, Inc. July 1995 - February 1998
Data General Corporation September 1989 - June 1994
Data General Corporation September 1983 - August 1988
Skills
Lead Generation, Start-ups, New Business Development, Strategic Planning, Marketing Strategy, Product Marketing, Product Management, Online Marketing, Marketing Communications, Business Development, Sales Management, E-commerce, Competitive Analysis, Strategic Partnerships, CRM, Marketing, Management, Demand Generation, Social Media Marketing, Entrepreneurship
Education
IHM business school 1976 — 1980
BA, International Marketing
WAC Solution Partners January 2015 - Present
Sabbatical January 2014 - December 2014
EnterpriseDB July 2011 - December 2013
Turfbuilder Marketing, LLC March 2002 - July 2011
Mission Critical Linux September 1999 - July 2001
First Data Investor Services Group March 1998 - February 1999
NEBS, Inc. July 1995 - February 1998
Data General Corporation September 1989 - June 1994
Data General Corporation September 1983 - August 1988
Skills
Lead Generation, Start-ups, New Business Development, Strategic Planning, Marketing Strategy, Product Marketing, Product Management, Online Marketing, Marketing Communications, Business Development, Sales Management, E-commerce, Competitive Analysis, Strategic Partnerships, CRM, Marketing, Management, Demand Generation, Social Media Marketing, Entrepreneurship
Education
IHM business school 1976 — 1980
BA, International Marketing
Jim Fitzpatrick Jim Fitzpatrick's First Data Investor Services Group Experience May 1983 - April 1997
Job President at NICSA
Industry Financial Services
Experience
NICSA September 2015 - Present
Hays Series Trust June 2015 - Present
EBC, Inc. January 2012 - Present
Goldman Sachs April 1997 - May 2011
First Data Investor Services Group May 1983 - April 1997
Skills
Alternative Investments, Equities, Asset Management, Mutual Funds, Hedge Funds, Securities, Investments, Financial Services, Private Equity, Wealth Management, Portfolio Management, Asset Managment, Fixed Income, Capital Markets, Investment Management, Coaching, Entrepreneurship, Business Coaching, Executive Coaching, Business Development, Sales Management, Acquisitions, Business Planning, Organizational..., Financial Analysis, Public Speaking, Small Business, Start-ups, Strategic Planning, Executive Development, Leadership, Sales, Marketing, Team Building, Performance Improvement, Training, Customer Service, Management, Business Ethics, Motivational Speaking, Leadership Development, Change Management, New Business Development, Mergers & Acquisitions, Business Strategy, Strategy, Executive Management
Education
Assumption College 1978 — 1983
BA, Accounting
Boston College High School 1974 — 1978
NICSA September 2015 - Present
Hays Series Trust June 2015 - Present
EBC, Inc. January 2012 - Present
Goldman Sachs April 1997 - May 2011
First Data Investor Services Group May 1983 - April 1997
Skills
Alternative Investments, Equities, Asset Management, Mutual Funds, Hedge Funds, Securities, Investments, Financial Services, Private Equity, Wealth Management, Portfolio Management, Asset Managment, Fixed Income, Capital Markets, Investment Management, Coaching, Entrepreneurship, Business Coaching, Executive Coaching, Business Development, Sales Management, Acquisitions, Business Planning, Organizational..., Financial Analysis, Public Speaking, Small Business, Start-ups, Strategic Planning, Executive Development, Leadership, Sales, Marketing, Team Building, Performance Improvement, Training, Customer Service, Management, Business Ethics, Motivational Speaking, Leadership Development, Change Management, New Business Development, Mergers & Acquisitions, Business Strategy, Strategy, Executive Management
Education
Assumption College 1978 — 1983
BA, Accounting
Boston College High School 1974 — 1978
Coleen Downs Dinneen Coleen Downs Dinneen's First Data Investor Services Group Experience January 1997 - June 1999
Job EVP and General Counsel US Distribution at Natixis Global Asset Management
Industry Investment Management
Experience
Natixis Global Asset Management June 1999 - Present
First Data Investor Services Group January 1997 - June 1999
Scudder Investments June 1989 - December 1996
Goodwin Procter LLP 1986 - 1989
Education
Suffolk University Law School 1989 — 1993
JD, Law
University of Northern Colorado 1979 — 1983
BS, Business
Natixis Global Asset Management June 1999 - Present
First Data Investor Services Group January 1997 - June 1999
Scudder Investments June 1989 - December 1996
Goodwin Procter LLP 1986 - 1989
Education
Suffolk University Law School 1989 — 1993
JD, Law
University of Northern Colorado 1979 — 1983
BS, Business
Kristie Azevedo Kristie Azevedo's First Data Investor Services Group Experience 1997 - 2000
Job ASSET & INVESTMENT SERVICES – TEAM LEADERSHIP / STRATEGIC PROCESS MANAGEMENT
Industry Financial Services
Experience
LeapFrog Systems October 2014 - Present
BNY Mellon Asset Servicing 2010 - June 2014
PFPC/PNC Global Investment Servicing 2005 - 2010
PFPC/PNC Global Investment Servicing 2000 - 2005
First Data Investor Services Group 1997 - 2000
Skills
Mutual Funds, Transfer Agency, Reconciliation, Operations Management, Financial Services, Leadership, Account Reconciliation, Management, Process Improvement, Analysis, Team Leadership, Team Building, Internal Audit, Strategic Planning
Education
Johnson and Wales University 1992 — 1996
Bachelor of Science (B.S.), Hotel/Restaurant Institutional Management
LeapFrog Systems October 2014 - Present
BNY Mellon Asset Servicing 2010 - June 2014
PFPC/PNC Global Investment Servicing 2005 - 2010
PFPC/PNC Global Investment Servicing 2000 - 2005
First Data Investor Services Group 1997 - 2000
Skills
Mutual Funds, Transfer Agency, Reconciliation, Operations Management, Financial Services, Leadership, Account Reconciliation, Management, Process Improvement, Analysis, Team Leadership, Team Building, Internal Audit, Strategic Planning
Education
Johnson and Wales University 1992 — 1996
Bachelor of Science (B.S.), Hotel/Restaurant Institutional Management
Patricia McDonald Zambardino Patricia McDonald Zambardino's First Data Investor Services Group Experience 1996 - 1998
Job Owner, Usborne Books & More
Industry Marketing and Advertising
Experience
Usborne Books & More September 2008 - Present
A Place to Grow 2005 - 2010
Coldwell Banker Residential Brokerage 2004 - 2008
Philips Electronics 2000 - 2003
Publishers Clearing House 1999 - 2000
Americorps 1997 - 1998
First Data Investor Services Group 1996 - 1998
Skills
Nonprofits, Books, Grants, Fundraising, Public Speaking, Event Planning, Teaching, Social Media, Customer Service, Training, Coaching, Forecasting, Social Networking, Editing, Strategic Planning, Microsoft Office, Leadership Development, Research, Social Media Marketing, Project Planning
Education
Simmons College 2003 — 2004
Master of Arts, Teaching, Elementary Education
University of Massachusetts, Amherst 1992 — 1996
Bachelors, Economics
Arlington Catholic 1988 — 1992
Usborne Books & More September 2008 - Present
A Place to Grow 2005 - 2010
Coldwell Banker Residential Brokerage 2004 - 2008
Philips Electronics 2000 - 2003
Publishers Clearing House 1999 - 2000
Americorps 1997 - 1998
First Data Investor Services Group 1996 - 1998
Skills
Nonprofits, Books, Grants, Fundraising, Public Speaking, Event Planning, Teaching, Social Media, Customer Service, Training, Coaching, Forecasting, Social Networking, Editing, Strategic Planning, Microsoft Office, Leadership Development, Research, Social Media Marketing, Project Planning
Education
Simmons College 2003 — 2004
Master of Arts, Teaching, Elementary Education
University of Massachusetts, Amherst 1992 — 1996
Bachelors, Economics
Arlington Catholic 1988 — 1992
John Reardon's First Data Investor Services Group Experience July 1995 - December 1999
Job
Industry Financial Services
Experience
PNC Global Investment Servicing July 2003 - January 2013
PFPC, Inc. January 2000 - June 2003
First Data Investor Services Group July 1995 - December 1999
440 Financial 1993 - 1995
Deloitte & Touche September 1989 - November 1993
Skills
Strategic Financial..., Financial Services, Financial Reporting, Managerial Finance, Accounting, Finance, Internal Controls, Databases, Capital Budgeting, Forecasting, Operating Budgets, US GAAP, Business Valuation, NPV, IRR, Cash Flow Forecasting, General Ledger, Cost Benefit, Financial Planning, Financial Analysis
Education
Babson College - Franklin W. Olin Graduate School of Business 2000 — 2004
Master of Business Administration (M.B.A.), Business Administration and Management, General
Babson College 1985 — 1989
Bachelor's degree, Finance/Investments
PNC Global Investment Servicing July 2003 - January 2013
PFPC, Inc. January 2000 - June 2003
First Data Investor Services Group July 1995 - December 1999
440 Financial 1993 - 1995
Deloitte & Touche September 1989 - November 1993
Skills
Strategic Financial..., Financial Services, Financial Reporting, Managerial Finance, Accounting, Finance, Internal Controls, Databases, Capital Budgeting, Forecasting, Operating Budgets, US GAAP, Business Valuation, NPV, IRR, Cash Flow Forecasting, General Ledger, Cost Benefit, Financial Planning, Financial Analysis
Education
Babson College - Franklin W. Olin Graduate School of Business 2000 — 2004
Master of Business Administration (M.B.A.), Business Administration and Management, General
Babson College 1985 — 1989
Bachelor's degree, Finance/Investments
Lori Luongo's First Data Investor Services Group Experience November 1989 - January 1999
Job Founder at OrgTactics
Industry Telecommunications
Experience
OrgTactics January 2013 - Present
Lowell House June 2012 - August 2014
Comcast Corporation 2008 - April 2013
Management Solutions June 2005 - July 2008
Liberty Mutual September 1999 - June 2005
First Data Investor Services Group November 1989 - January 1999
Skills
Deferred Compensation, Employee Relations, Workforce Planning, Training, Organizational Design, Outsourcing, Talent Acquisition, Talent Management, Succession Planning, Employee Engagement, Performance Management, Organizational..., Vendor Management, Employer Branding, Leadership Development, Organizational..., HR Consulting, Executive Coaching, Workforce Management, Change Management, Process Improvement, Management Consulting, Leadership, Call Centers, Strategy, Human Resources, Management, Team Building, Employee Benefits, Project Management, Business Strategy, Strategic Planning, Consulting, Onboarding, Personnel Management, Employee Training, Integration, Executive Management, College Recruiting, Program Management, Policy
Education
Boston University 1996 — 1998
TechAge Business 1979 — 1981
Northeast Metropolitan Regional
OrgTactics January 2013 - Present
Lowell House June 2012 - August 2014
Comcast Corporation 2008 - April 2013
Management Solutions June 2005 - July 2008
Liberty Mutual September 1999 - June 2005
First Data Investor Services Group November 1989 - January 1999
Skills
Deferred Compensation, Employee Relations, Workforce Planning, Training, Organizational Design, Outsourcing, Talent Acquisition, Talent Management, Succession Planning, Employee Engagement, Performance Management, Organizational..., Vendor Management, Employer Branding, Leadership Development, Organizational..., HR Consulting, Executive Coaching, Workforce Management, Change Management, Process Improvement, Management Consulting, Leadership, Call Centers, Strategy, Human Resources, Management, Team Building, Employee Benefits, Project Management, Business Strategy, Strategic Planning, Consulting, Onboarding, Personnel Management, Employee Training, Integration, Executive Management, College Recruiting, Program Management, Policy
Education
Boston University 1996 — 1998
TechAge Business 1979 — 1981
Northeast Metropolitan Regional
Dave Alicandro's First Data Investor Services Group Experience April 1995 - November 1999
Job Vice President, Technology Relationship Manager, Retirement Technology at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo January 2009 - Present
Wachovia June 2003 - October 2009
PFPC December 1999 - June 2003
First Data, Investor Services Group April 1995 - November 1999
Allmerica Financial June 1980 - March 1995
Skills
Information Technology, Technology Management, Project Management, Risk Assessment, Technology Risk..., Information Security, Information Systems, Information Security..., IT Audit, IT Strategy, Vendor Management, Business Analysis, SDLC, Process Improvement, Requirements Analysis, Enterprise Architecture, Software Project..., Leadership, IT Management, Integration, Management, Business Process..., Requirements Gathering
Education
Babson College 1976 — 1980
BS, Finance/Quantitative Methods and Communications
Wells Fargo January 2009 - Present
Wachovia June 2003 - October 2009
PFPC December 1999 - June 2003
First Data, Investor Services Group April 1995 - November 1999
Allmerica Financial June 1980 - March 1995
Skills
Information Technology, Technology Management, Project Management, Risk Assessment, Technology Risk..., Information Security, Information Systems, Information Security..., IT Audit, IT Strategy, Vendor Management, Business Analysis, SDLC, Process Improvement, Requirements Analysis, Enterprise Architecture, Software Project..., Leadership, IT Management, Integration, Management, Business Process..., Requirements Gathering
Education
Babson College 1976 — 1980
BS, Finance/Quantitative Methods and Communications
Nancy Preston Nancy Preston's First Data Investor Services Group Experience May 1996 - August 1998
Job SVP, Senior Service Delivery Manager at Bank of America
Industry Banking
Experience
Bank of America December 2001 - Present
PricewaterhouseCoopers August 1998 - December 2001
First Data Investor Services Group May 1996 - August 1998
Lifespan April 1995 - May 1996
Blue Cross Blue Shield of Rhode Island 1985 - 1995
Skills
Process Improvement, Software Documentation, Project Management, SDLC
Education
Bryant University 1983 — 1984
Bachelor of Science - Computer Information Systems, Computer Programming/Management
Keene State College 1980 — 1983
Associates, General Studies
Bank of America December 2001 - Present
PricewaterhouseCoopers August 1998 - December 2001
First Data Investor Services Group May 1996 - August 1998
Lifespan April 1995 - May 1996
Blue Cross Blue Shield of Rhode Island 1985 - 1995
Skills
Process Improvement, Software Documentation, Project Management, SDLC
Education
Bryant University 1983 — 1984
Bachelor of Science - Computer Information Systems, Computer Programming/Management
Keene State College 1980 — 1983
Associates, General Studies
Richard Burritt's First Data Investor Services Group Experience 1998 - 1999
Job Business Systems Analyst | Delivery Manager
Industry Information Technology and Services
Experience
Burritt Consulting 2008 - Present
Core Learning Services, Inc. 2004 - Present
Analogic 2000 - 2007
First Data Investor Services Group 1998 - 1999
Investment Company Administration Corporation 1994 - 1997
Huntington Advisors 1989 - 1994
Investors Fiduciary Trust Company 1988 - 1989
First Investors 1987 - 1988
Education
University of Nebraska at Kearney
B.S. Business Administration, Finance emphasis
Burritt Consulting 2008 - Present
Core Learning Services, Inc. 2004 - Present
Analogic 2000 - 2007
First Data Investor Services Group 1998 - 1999
Investment Company Administration Corporation 1994 - 1997
Huntington Advisors 1989 - 1994
Investors Fiduciary Trust Company 1988 - 1989
First Investors 1987 - 1988
Education
University of Nebraska at Kearney
B.S. Business Administration, Finance emphasis
Stuart Weiner, MBA Stuart Weiner, MBA's First Data Investor Services Group Experience 1994 - 1996
Job Senior Auditor Energy Efficiency Dept at Columbia Gas of Massachusetts
Industry Utilities
Experience
Columbia Gas of Massachusetts June 2011 - Present
NSTAR January 2000 - June 2011
NSTAR May 2006 - July 2007
NSTAR February 2004 - May 2006
Boston Financial Data Services 1996 - 1999
First Data Investor Services Group 1994 - 1996
Skills
Excel, PowerPoint, Word, Customer Service, Process Improvement, Performance Management, Change Management, Customer Relations, Accounts Receivable, Microsoft Excel, Project Management, Energy, Financial Analysis, Risk Management, Analysis, Forecasting, Microsoft Word, Business Process..., Budgets, Management, Financial Reporting, Finance, Program Management, Leadership, Accounting, Business Analysis, Financial Modeling, Mergers & Acquisitions, Sarbanes-Oxley Act, Management Consulting
Education
University of Phoenix 2003 — 2005
MBA, Business Administration and Management, General
University of Massachusetts Lowell 1989 — 1993
Bachelors, Finance
Malden High School 1983 — 1987
Columbia Gas of Massachusetts June 2011 - Present
NSTAR January 2000 - June 2011
NSTAR May 2006 - July 2007
NSTAR February 2004 - May 2006
Boston Financial Data Services 1996 - 1999
First Data Investor Services Group 1994 - 1996
Skills
Excel, PowerPoint, Word, Customer Service, Process Improvement, Performance Management, Change Management, Customer Relations, Accounts Receivable, Microsoft Excel, Project Management, Energy, Financial Analysis, Risk Management, Analysis, Forecasting, Microsoft Word, Business Process..., Budgets, Management, Financial Reporting, Finance, Program Management, Leadership, Accounting, Business Analysis, Financial Modeling, Mergers & Acquisitions, Sarbanes-Oxley Act, Management Consulting
Education
University of Phoenix 2003 — 2005
MBA, Business Administration and Management, General
University of Massachusetts Lowell 1989 — 1993
Bachelors, Finance
Malden High School 1983 — 1987
Matthew Cavallo, MPH Matthew Cavallo, MPH's First Data Investor Services Group Experience October 1997 - May 1999
Job Speaker, Author and Certified Clinical Educator at www.mattcavallo.com
Industry Hospital & Health Care
Experience
www.mattcavallo.com July 2008 - Present
Mediware Information Systems August 2011 - Present
Banner Health June 2010 - August 2011
EPI-Q, Inc. December 2009 - December 2010
Biogen Idec February 2007 - June 2010
Abbott Real Estate Development, LLc December 2004 - December 2008
UniFirst Corporation September 2003 - October 2004
North Central Association and Commission on Accreditation and School Improvement August 2000 - August 2003
Pilgrim Group, Inc August 1999 - August 2000
First Data Investor Services Group October 1997 - May 1999
Skills
Public Speaking, Microsoft Office, Research, Writing, Facilitators, Training, Healthcare, Leadership, Team Building, Customer Service, Coaching, Process Improvement, Software Documentation, Healthcare Information..., Informatics, EMR, Troubleshooting, EHR, Clinical Research, Management
Education
Grand Canyon University 2010 — 2012
Masters of Science, Public Health Administration Informatics, 3.98
Arizona State University 2000 — 2003
BIS, Business Management, Economics
Hingham 1990 — 1994
High School Diploma, High School/Secondary Diplomas and Certificates
Thayer Academy
www.mattcavallo.com July 2008 - Present
Mediware Information Systems August 2011 - Present
Banner Health June 2010 - August 2011
EPI-Q, Inc. December 2009 - December 2010
Biogen Idec February 2007 - June 2010
Abbott Real Estate Development, LLc December 2004 - December 2008
UniFirst Corporation September 2003 - October 2004
North Central Association and Commission on Accreditation and School Improvement August 2000 - August 2003
Pilgrim Group, Inc August 1999 - August 2000
First Data Investor Services Group October 1997 - May 1999
Skills
Public Speaking, Microsoft Office, Research, Writing, Facilitators, Training, Healthcare, Leadership, Team Building, Customer Service, Coaching, Process Improvement, Software Documentation, Healthcare Information..., Informatics, EMR, Troubleshooting, EHR, Clinical Research, Management
Education
Grand Canyon University 2010 — 2012
Masters of Science, Public Health Administration Informatics, 3.98
Arizona State University 2000 — 2003
BIS, Business Management, Economics
Hingham 1990 — 1994
High School Diploma, High School/Secondary Diplomas and Certificates
Thayer Academy
Raina Williams Raina Williams's First Data Investor Services Group Experience September 1994 - March 2000
Job Senior Compliance and Operations Professional
Industry Financial Services
Experience
BNY Mellon Asset Servicing July 2011 - May 2014
BNY Mellon Asset Servicing March 2000 - July 2011
First Data Investor Services Group September 1994 - March 2000
Fidelity Investments June 1983 - July 1994
Skills
Back Office, Process Improvement, Compliance, Operations Management, Resource Management, Client Relations Skills, Federal & State..., Cost Saving Projects, Risk Management, Management, Securities, Blue Sky, Financial Services, Insurance, Mutual Funds, Project Management, Asset Management, Leadership, Vendor Management, Investments
Education
Northeastern University
Associate of Science (AS), Human Resources Management and Services
BNY Mellon Asset Servicing July 2011 - May 2014
BNY Mellon Asset Servicing March 2000 - July 2011
First Data Investor Services Group September 1994 - March 2000
Fidelity Investments June 1983 - July 1994
Skills
Back Office, Process Improvement, Compliance, Operations Management, Resource Management, Client Relations Skills, Federal & State..., Cost Saving Projects, Risk Management, Management, Securities, Blue Sky, Financial Services, Insurance, Mutual Funds, Project Management, Asset Management, Leadership, Vendor Management, Investments
Education
Northeastern University
Associate of Science (AS), Human Resources Management and Services
Jessica Haider's First Data Investor Services Group Experience December 1996 - June 1998
Job Product Manager at Pegasystems
Industry Computer Software
Experience
Pegasystems September 2011 - Present
Pegasystems July 1998 - September 2011
First Data Investor Services Group December 1996 - June 1998
Skills
Enterprise Software, Agile Methodologies, Business Process..., Scrum, Solution Architecture, Software Development, Business Process Design, SaaS, PRPC, Web Services, SOAP, Software Project..., Agile Project Management, Cloud Computing
Education
Boston University
B.S.
Pegasystems September 2011 - Present
Pegasystems July 1998 - September 2011
First Data Investor Services Group December 1996 - June 1998
Skills
Enterprise Software, Agile Methodologies, Business Process..., Scrum, Solution Architecture, Software Development, Business Process Design, SaaS, PRPC, Web Services, SOAP, Software Project..., Agile Project Management, Cloud Computing
Education
Boston University
B.S.
Orinne McCloskey Orinne McCloskey's First Data Investor Services Group Experience August 1993 - March 1998
Job Vice President & Senior Tax Product Manager, Global Tax Services
Industry Banking
Experience
Brown Brothers Harriman March 2006 - Present
Citibank 2005 - 2006
EquiServe 2000 - 2005
State Street Bank & Trust Co. March 1998 - September 2000
First Data Investor Services Group August 1993 - March 1998
First Data Corporation 1993 - 1998
Boston Financial Data Services 1981 - 1993
Skills
FATCA, Securities, Global Custody, Tax, Risk Management, Financial Services, Business Analysis, Back Office, Financial Risk, Due Diligence, Process Improvement, Relationship Management, Operational Risk..., Business Process..., Mutual Funds, Client Services, Business Requirements, Transfer Agency, Vendor Management, Management, Operational Risk
Education
Northeastern University 1982 — 1986
B.S., Management, Marketing
Brown Brothers Harriman March 2006 - Present
Citibank 2005 - 2006
EquiServe 2000 - 2005
State Street Bank & Trust Co. March 1998 - September 2000
First Data Investor Services Group August 1993 - March 1998
First Data Corporation 1993 - 1998
Boston Financial Data Services 1981 - 1993
Skills
FATCA, Securities, Global Custody, Tax, Risk Management, Financial Services, Business Analysis, Back Office, Financial Risk, Due Diligence, Process Improvement, Relationship Management, Operational Risk..., Business Process..., Mutual Funds, Client Services, Business Requirements, Transfer Agency, Vendor Management, Management, Operational Risk
Education
Northeastern University 1982 — 1986
B.S., Management, Marketing
Frank Koudelka Frank Koudelka's First Data Investor Services Group Experience 1994 - 2000
Job Experienced financial services executive and leader
Industry Financial Services
Experience
State Street July 2007 - Present
Investors Bank & Trust September 2001 - July 2007
PNC Financial Services Group 2000 - 2001
First Data Investor Services Group 1994 - 2000
National Securities Clearing Corporation (NSCC) March 1994 - August 1994
PaineWebber, Inc. 1986 - 1994
United States Marine Corps May 1983 - April 1987
Skills
Financial Services, Mutual Funds, Fixed Income, Product Development, Asset Allocation, CRM, Market Data, Equities, Securities, Asset Managment, Transfer Agency, Management, ETFs, Process Improvement, Vendor Management, Risk Management, Leadership, SDLC, Alternative Investments, Business Analysis, Customer Service, Relationship Management
Education
Saint John's University - Peter J. Tobin College of Business
Bachelor of Science (B.S.), Finance, General, 3.49
State Street July 2007 - Present
Investors Bank & Trust September 2001 - July 2007
PNC Financial Services Group 2000 - 2001
First Data Investor Services Group 1994 - 2000
National Securities Clearing Corporation (NSCC) March 1994 - August 1994
PaineWebber, Inc. 1986 - 1994
United States Marine Corps May 1983 - April 1987
Skills
Financial Services, Mutual Funds, Fixed Income, Product Development, Asset Allocation, CRM, Market Data, Equities, Securities, Asset Managment, Transfer Agency, Management, ETFs, Process Improvement, Vendor Management, Risk Management, Leadership, SDLC, Alternative Investments, Business Analysis, Customer Service, Relationship Management
Education
Saint John's University - Peter J. Tobin College of Business
Bachelor of Science (B.S.), Finance, General, 3.49
Sharon L. Kaiser, PMP Sharon L. Kaiser, PMP's First Data Investor Services Group Experience August 1992 - 1996
Job Marketing and Project Management professional
Industry Financial Services
Experience
TIAA-CREF March 2012 - Present
Fidelity Investments January 2010 - October 2011
Fidelity Investments 2001 - February 2010
Fidelity Investments 1996 - 2001
First Data Investor Services Group August 1992 - 1996
Fidelity Investments 1987 - 1992
Skills
Cross-functional Team..., Management, Marketing, New Business Development, Leadership, Financial Services, CRM, Business Analysis, Salesforce.com, Product Development, Process Improvement
Education
Bryant University 1980 — 1984
Bachelor of Science, Marketing
TIAA-CREF March 2012 - Present
Fidelity Investments January 2010 - October 2011
Fidelity Investments 2001 - February 2010
Fidelity Investments 1996 - 2001
First Data Investor Services Group August 1992 - 1996
Fidelity Investments 1987 - 1992
Skills
Cross-functional Team..., Management, Marketing, New Business Development, Leadership, Financial Services, CRM, Business Analysis, Salesforce.com, Product Development, Process Improvement
Education
Bryant University 1980 — 1984
Bachelor of Science, Marketing
Amanda (Cook) Grimes's First Data Investor Services Group Experience January 1996 - March 1998
Job Executive Director, Finance and Administration at University of Maryland
Industry Higher Education
Experience
University of Maryland June 2011 - Present
The National Socio-Environmental Synthesis Center (SESYNC) August 2011 - July 2014
University of Maryland Center for Environmental Science September 2006 - June 2011
First Data Investor Services Group January 1996 - March 1998
First Data Investor Services Group January 1996 - July 1996
Bank of America March 1993 - December 1995
Fifth Third Bank February 1990 - March 1993
Fifth Third Bank January 1988 - January 1990
Fifth Third Bank January 1987 - January 1988
Skills
Strategic Planning, Contract Negotiation, Community Outreach, Higher Education, Operations Management, Fundraising, Capital Projects, Capital Budgeting, Finance, Internal & External..., Media Relations, Personnel Management, Program Development, Business Development, Government, Grant Writing, Data Analysis, Proposal Writing, Grants, Management, Research, Public Speaking
Education
University of Maryland University College 2009 — 2012
MBA
Centre College 1983 — 1987
BA
University of Maryland June 2011 - Present
The National Socio-Environmental Synthesis Center (SESYNC) August 2011 - July 2014
University of Maryland Center for Environmental Science September 2006 - June 2011
First Data Investor Services Group January 1996 - March 1998
First Data Investor Services Group January 1996 - July 1996
Bank of America March 1993 - December 1995
Fifth Third Bank February 1990 - March 1993
Fifth Third Bank January 1988 - January 1990
Fifth Third Bank January 1987 - January 1988
Skills
Strategic Planning, Contract Negotiation, Community Outreach, Higher Education, Operations Management, Fundraising, Capital Projects, Capital Budgeting, Finance, Internal & External..., Media Relations, Personnel Management, Program Development, Business Development, Government, Grant Writing, Data Analysis, Proposal Writing, Grants, Management, Research, Public Speaking
Education
University of Maryland University College 2009 — 2012
MBA
Centre College 1983 — 1987
BA
Manzall Mitchell-Dwyer's First Data Investor Services Group Experience 1996 - 1998
Job Human Resources Professional
Industry Human Resources
Experience
Liberty Mutual Insurance January 2011 - March 2012
Liberty Mutual Insurance Group January 2009 - August 2011
First Data Investor Services Group 1996 - 1998
New England Business Services 1993 - 1996
Stratus Computer 1989 - 1991
Analog Devices 1984 - 1989
Education
Boston University 1981 — 1984
MSW, Social Work
Tufts University 1974 — 1981
BS, Psychology
Liberty Mutual Insurance January 2011 - March 2012
Liberty Mutual Insurance Group January 2009 - August 2011
First Data Investor Services Group 1996 - 1998
New England Business Services 1993 - 1996
Stratus Computer 1989 - 1991
Analog Devices 1984 - 1989
Education
Boston University 1981 — 1984
MSW, Social Work
Tufts University 1974 — 1981
BS, Psychology
Thomas Zeppa's First Data Investor Services Group Experience September 1997 - 1999
Job Senior Programmer/Analyst at OneBeacon Insurance
Industry Insurance
Experience
OneBeacon Insurance May 2000 - August 2014
PFPC Global Fund Services 1999 - 2000
First Data Investor Services Group September 1997 - 1999
Skills
TSO, Mainframe, COBOL, JCL
Education
Rhode Island College 1985 — 1989
Management
OneBeacon Insurance May 2000 - August 2014
PFPC Global Fund Services 1999 - 2000
First Data Investor Services Group September 1997 - 1999
Skills
TSO, Mainframe, COBOL, JCL
Education
Rhode Island College 1985 — 1989
Management
John Sicuso's First Data Investor Services Group Experience 1998 - 1998
Job Assistant Vice President at State Street
Industry Financial Services
Experience
State Street September 1998 - Present
State Street Bank 1998 - Present
First Data Investor Services Group 1998 - 1998
First Data 1994 - 1998
FDC 1994 - 1998
The Boston Company 1981 - 1998
Skills
Mutual Funds, Fixed Income, Fund Accounting, Bloomberg, Securities, Equities, Hedge Funds, Corporate Actions, Asset Management, Fund Administration, Derivatives, Portfolio Management, Alternative Investments, Financial Services
Education
Suffolk University 1977 — 1981
B.S., Accounting
State Street September 1998 - Present
State Street Bank 1998 - Present
First Data Investor Services Group 1998 - 1998
First Data 1994 - 1998
FDC 1994 - 1998
The Boston Company 1981 - 1998
Skills
Mutual Funds, Fixed Income, Fund Accounting, Bloomberg, Securities, Equities, Hedge Funds, Corporate Actions, Asset Management, Fund Administration, Derivatives, Portfolio Management, Alternative Investments, Financial Services
Education
Suffolk University 1977 — 1981
B.S., Accounting
Rob Halloran's First Data Investor Services Group Experience April 1997 - March 1998
Job Lead Engineer at DealerRater
Industry Internet
Experience
DealerRater April 2012 - Present
Halloran Masonry, Inc May 2008 - April 2012
Vestmark, Inc February 2008 - May 2008
Brown Brothers Harriman & Co December 2006 - November 2007
Investors Bank & Trust Co May 2006 - December 2006
Sun Life Financial February 2005 - May 2006
Sun Life Financial May 2002 - February 2005
Sun Life Financial, Annuities Division May 2000 - May 2002
Sun Life Financial, Annuities Division March 1998 - May 2000
First Data Investor Services Group April 1997 - March 1998
Skills
SDLC, Process Improvement, Integration, Agile Methodologies, Requirements Analysis, Testing, Management, Vendor Management, Project Management, Visio
Education
University of Massachusetts, Amherst
Bachelor of Science
DealerRater April 2012 - Present
Halloran Masonry, Inc May 2008 - April 2012
Vestmark, Inc February 2008 - May 2008
Brown Brothers Harriman & Co December 2006 - November 2007
Investors Bank & Trust Co May 2006 - December 2006
Sun Life Financial February 2005 - May 2006
Sun Life Financial May 2002 - February 2005
Sun Life Financial, Annuities Division May 2000 - May 2002
Sun Life Financial, Annuities Division March 1998 - May 2000
First Data Investor Services Group April 1997 - March 1998
Skills
SDLC, Process Improvement, Integration, Agile Methodologies, Requirements Analysis, Testing, Management, Vendor Management, Project Management, Visio
Education
University of Massachusetts, Amherst
Bachelor of Science
Emily Buffum's First Data Investor Services Group Experience February 1995 - February 2000
Job Meeting planner at Eversource Energy
Industry Marketing and Advertising
Experience
Eversource April 2013 - Present
Iron Mountain March 2008 - March 2013
Houghton Mifflin Company March 2000 - March 2008
Houghton Mifflin Harcourt Publishing Company 2000 - 2008
First Data Investor Services Group February 1995 - February 2000
Baybank Systems March 1992 - February 1995
PFPC 1994 - 1995
Skills
Trade Shows, Event Marketing, Conferences, Budgeting, Event Management, Event Planning, Trade Show Management, Special Events, Marketing Strategy, Marketing Communications, Logistics, Marketing Management, Negotiation, Experiential Marketing, Events, Relationship Marketing, Product Marketing, Budgets, Strategy, Marketing, Public Relations, Cross-functional Team..., Lead Generation, Management
Education
Regis College 1987 — 1991
Bachelor of Arts (B.A.), Communications
Regis College 1987 — 1991
Bachelor's degree, Communication, General
Monadnock 1981 — 1987
Eversource April 2013 - Present
Iron Mountain March 2008 - March 2013
Houghton Mifflin Company March 2000 - March 2008
Houghton Mifflin Harcourt Publishing Company 2000 - 2008
First Data Investor Services Group February 1995 - February 2000
Baybank Systems March 1992 - February 1995
PFPC 1994 - 1995
Skills
Trade Shows, Event Marketing, Conferences, Budgeting, Event Management, Event Planning, Trade Show Management, Special Events, Marketing Strategy, Marketing Communications, Logistics, Marketing Management, Negotiation, Experiential Marketing, Events, Relationship Marketing, Product Marketing, Budgets, Strategy, Marketing, Public Relations, Cross-functional Team..., Lead Generation, Management
Education
Regis College 1987 — 1991
Bachelor of Arts (B.A.), Communications
Regis College 1987 — 1991
Bachelor's degree, Communication, General
Monadnock 1981 — 1987
Jason Munroe's First Data Investor Services Group Experience January 1994 - January 1995
Job Senior Benefits Specialist at Philips
Industry Defense & Space
Experience
Philips January 2015 - Present
Philips Electronics North America 2011 - December 2014
Raytheon Company January 2008 - August 2011
OneBeacon Insurance Company January 2005 - January 2008
Mellon January 2001 - January 2005
Northeast Retirement Services January 1998 - January 2001
KPMG Peat Marwick LLP January 1995 - January 1998
First Data Investor Services Group January 1994 - January 1995
Skills
Pensions, Retirement, ERISA, Defined Benefit, 401k, Profit Sharing, Employee Benefits, Deferred Compensation, Accounting, Retirement Planning, Financial Reporting, Budgeting, Investments, Plan Administration, ESOP, Executive Compensation, General Ledger, Cafeteria Plans, Auditing, Pension Administration, Budgets, Insurance, Finance, Benefits Administration, Human Resources, Payroll, Portfolio Management, Mutual Funds, Valuation, Management, Corporate Finance, Executive Pay, GAAP, Strategic Financial..., Financial Planning
Education
Suffolk University 1987 — 1993
Bachelor of Science, Business Administration; Finance
Philips January 2015 - Present
Philips Electronics North America 2011 - December 2014
Raytheon Company January 2008 - August 2011
OneBeacon Insurance Company January 2005 - January 2008
Mellon January 2001 - January 2005
Northeast Retirement Services January 1998 - January 2001
KPMG Peat Marwick LLP January 1995 - January 1998
First Data Investor Services Group January 1994 - January 1995
Skills
Pensions, Retirement, ERISA, Defined Benefit, 401k, Profit Sharing, Employee Benefits, Deferred Compensation, Accounting, Retirement Planning, Financial Reporting, Budgeting, Investments, Plan Administration, ESOP, Executive Compensation, General Ledger, Cafeteria Plans, Auditing, Pension Administration, Budgets, Insurance, Finance, Benefits Administration, Human Resources, Payroll, Portfolio Management, Mutual Funds, Valuation, Management, Corporate Finance, Executive Pay, GAAP, Strategic Financial..., Financial Planning
Education
Suffolk University 1987 — 1993
Bachelor of Science, Business Administration; Finance
Kim Croston's First Data Investor Services Group Experience 1995 - 2000
Job Senior Vice President and Treasurer at pfpc
Industry Financial Services
Experience
PFPC Global Fund Services March 2007 - Present
PFPC Global Fund Services 2000 - 2007
First Data Investor Services Group 1995 - 2000
Education
Skidmore College 1990 — 1993
PFPC Global Fund Services March 2007 - Present
PFPC Global Fund Services 2000 - 2007
First Data Investor Services Group 1995 - 2000
Education
Skidmore College 1990 — 1993
Marianne Gaffney's First Data Investor Services Group Experience 1992 - 1998
Job Senior Director of Compensation, Benefits, and HRIS at Insulet
Industry Biotechnology
Experience
Insulet Corporation January 2015 - Present
Tufts Health Plan February 2008 - Present
Hologic July 2002 - January 2008
Avid Technology, Inc. 1999 - 2000
Scudder Investments 1998 - 1999
First Data Investor Services Group 1992 - 1998
Skills
HRIS, Management, Compensation, Employee Benefits, Process Improvement, Onboarding, Performance Management, Employee Relations, Deferred Compensation, Talent Acquisition
Education
University of Massachusetts, Amherst 1986 — 1988
Insulet Corporation January 2015 - Present
Tufts Health Plan February 2008 - Present
Hologic July 2002 - January 2008
Avid Technology, Inc. 1999 - 2000
Scudder Investments 1998 - 1999
First Data Investor Services Group 1992 - 1998
Skills
HRIS, Management, Compensation, Employee Benefits, Process Improvement, Onboarding, Performance Management, Employee Relations, Deferred Compensation, Talent Acquisition
Education
University of Massachusetts, Amherst 1986 — 1988
Barbara Tolle's First Data Investor Services Group Experience December 1998 - December 1999
Job Director at Forward
Industry Financial Services
Experience
Forward March 2006 - Present
PFPC Inc. 1999 - 2006
First Data Investor Services Group December 1998 - December 1999
Fund/Plan Services, Inc. July 1988 - December 1998
The Vanguard Group October 1974 - July 1988
Skills
Accounting, Alternative Investments, Mutual Funds, Investments, Asset Management
Education
Georgetown University
Language and Linguistics
Strayer Business College
Business
Ursinus College
Finance
Forward March 2006 - Present
PFPC Inc. 1999 - 2006
First Data Investor Services Group December 1998 - December 1999
Fund/Plan Services, Inc. July 1988 - December 1998
The Vanguard Group October 1974 - July 1988
Skills
Accounting, Alternative Investments, Mutual Funds, Investments, Asset Management
Education
Georgetown University
Language and Linguistics
Strayer Business College
Business
Ursinus College
Finance
Christopher Melia's First Data Investor Services Group Experience August 1996 - July 1998
Job Vice President Software Engineering Management at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments May 2011 - Present
Fidelity Investments January 2010 - April 2011
Fidelity Investments May 2009 - December 2009
Fidelity Investments February 2005 - April 2009
Fidelity Investments December 2000 - January 2005
RagingBull.com / Altavista.com / CMGi March 2000 - November 2000
Fidelity Investments August 1999 - February 2000
Fidelity Investments August 1998 - July 1999
First Data Investor Services Group August 1996 - July 1998
Skills
Portfolio Management, Leadership, Enterprise Architecture, Agile Methodologies, Vendor Management, SDLC
Education
Southern New Hampshire University
MS/MBA, Management
Southern New Hampshire University
MS, Information Technology
Assumption College 1992 — 1996
BA
Fidelity Investments May 2011 - Present
Fidelity Investments January 2010 - April 2011
Fidelity Investments May 2009 - December 2009
Fidelity Investments February 2005 - April 2009
Fidelity Investments December 2000 - January 2005
RagingBull.com / Altavista.com / CMGi March 2000 - November 2000
Fidelity Investments August 1999 - February 2000
Fidelity Investments August 1998 - July 1999
First Data Investor Services Group August 1996 - July 1998
Skills
Portfolio Management, Leadership, Enterprise Architecture, Agile Methodologies, Vendor Management, SDLC
Education
Southern New Hampshire University
MS/MBA, Management
Southern New Hampshire University
MS, Information Technology
Assumption College 1992 — 1996
BA
Karen Rodrigues's First Data Investor Services Group Experience December 1992 - July 1996
Job Business Manager of Fixed Income, Currency, Commodities and Liquidity & Risk Technology
Industry Information Technology and Services
Experience
Merrill Lynch October 2006 - May 2009
JPMorgan Chase August 2005 - September 2006
Credit Suisse First Boston July 1996 - August 2005
First Data Investor Services Group December 1992 - July 1996
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1987 — 1992
BS, Accounting
Merrill Lynch October 2006 - May 2009
JPMorgan Chase August 2005 - September 2006
Credit Suisse First Boston July 1996 - August 2005
First Data Investor Services Group December 1992 - July 1996
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1987 — 1992
BS, Accounting
Matt Crisp's First Data Investor Services Group Experience January 1997 - February 1998
Job Principal, Founder & Chief Operating Officer at eVestment Alliance
Industry Financial Services
Experience
eVestment Alliance June 2000 - Present
Watson Wyatt Investment Consulting 1998 - 2000
First Data Investor Services Group January 1997 - February 1998
Skills
Product Management
Education
Harvard Business School 2011 — 2012
Executive Education, Program for Leadership Development
University of Chicago- Booth School of Business 2011 — 2011
Executive Education, Mergers & Acquisitions
East Carolina University - College of Business 1995 — 1996
MBA, Finance
eVestment Alliance June 2000 - Present
Watson Wyatt Investment Consulting 1998 - 2000
First Data Investor Services Group January 1997 - February 1998
Skills
Product Management
Education
Harvard Business School 2011 — 2012
Executive Education, Program for Leadership Development
University of Chicago- Booth School of Business 2011 — 2011
Executive Education, Mergers & Acquisitions
East Carolina University - College of Business 1995 — 1996
MBA, Finance
James Dynan's First Data Investor Services Group Experience May 1996 - August 1997
Job North American Product Manager
Industry Information Technology and Services
Experience
Multifonds April 2004 - Present
Scudder Kemper Investments August 1997 - March 2003
First Data, Investor Services Group May 1996 - August 1997
Skills
Mutual Funds, Equities, Fund Accounting, Derivatives, Management, Account Reconciliation, Project Planning, Hedge Funds, Fixed Income, Business Analysis, Investment Banking, Investments, Accounting, Analysis
Education
University of Massachusetts Lowell 1986 — 1990
BS, Finance
Austin Prep
Multifonds April 2004 - Present
Scudder Kemper Investments August 1997 - March 2003
First Data, Investor Services Group May 1996 - August 1997
Skills
Mutual Funds, Equities, Fund Accounting, Derivatives, Management, Account Reconciliation, Project Planning, Hedge Funds, Fixed Income, Business Analysis, Investment Banking, Investments, Accounting, Analysis
Education
University of Massachusetts Lowell 1986 — 1990
BS, Finance
Austin Prep
Colleen A Shannon's First Data Investor Services Group Experience 1998 - 2000
Job Vice President and Manager, Client Facing Technology
Industry Investment Management
Experience
Wellington Management September 2014 - Present
Wellington Management September 2013 - September 2014
Wellington Management September 2011 - August 2013
Wellington Management May 2000 - September 2011
First Data Investor Services Group 1998 - 2000
Education
University of Massachusetts, Amherst 1990 — 1994
BBA, Human Resource Management
Wellington Management September 2014 - Present
Wellington Management September 2013 - September 2014
Wellington Management September 2011 - August 2013
Wellington Management May 2000 - September 2011
First Data Investor Services Group 1998 - 2000
Education
University of Massachusetts, Amherst 1990 — 1994
BBA, Human Resource Management
Tammy Dillon's First Data Investor Services Group Experience 1990 - 1998
Job IS Business Analyst at CVS Caremark Corporation
Industry Health, Wellness and Fitness
Experience
CVS Caremark Corporation March 2010 - Present
Fidelity Investments August 1998 - November 2008
First Data Investor Services Group 1990 - 1998
Skills
SDLC, Requirements Analysis, MS Project, Requirements Gathering, Vendor Management, Business Requirements, Process Improvement, Business Analysis, Visio, Software Project...
Education
University of Rhode Island
CVS Caremark Corporation March 2010 - Present
Fidelity Investments August 1998 - November 2008
First Data Investor Services Group 1990 - 1998
Skills
SDLC, Requirements Analysis, MS Project, Requirements Gathering, Vendor Management, Business Requirements, Process Improvement, Business Analysis, Visio, Software Project...
Education
University of Rhode Island
Dan Marques, CFA's First Data Investor Services Group Experience June 1992 - May 1997
Job Senior Portfolio Manager at Standish Mellon Asset Management
Industry Investment Management
Experience
Standish Mellon Asset Management March 2000 - Present
Citizens Bank June 1997 - February 2000
First Data Investor Services Group June 1992 - May 1997
Education
Nichols College 1994 — 1995
M.B.A.
University of Massachusetts Dartmouth 1989 — 1992
B.S., Finance
Standish Mellon Asset Management March 2000 - Present
Citizens Bank June 1997 - February 2000
First Data Investor Services Group June 1992 - May 1997
Education
Nichols College 1994 — 1995
M.B.A.
University of Massachusetts Dartmouth 1989 — 1992
B.S., Finance
Julie Tedesco's First Data Investor Services Group Experience 1993 - 2000
Job SVP at State Street
Industry Banking
Experience
State Street January 2000 - Present
PNC/First Data/The Boston Company 1992 - January 2000
First Data Investor Services Group 1993 - 2000
Skills
Closed-end Funds, 1940 Act, Funding, Securities, Mutual Funds, Asset Management, Hedge Funds, Financial Services, Equities, Investments, Risk Management, Alternative Investments, Due Diligence, Fixed Income, Portfolio Management, Investment Management, Corporate Governance, Banking, Bloomberg, Wealth Management
Education
Boston College Law School 1985 — 1988
JD, law
University of Wisconsin-Milwaukee 1981 — 1982
BS, medical technology
University of Wisconsin-Madison
BS, medical microbiology
State Street January 2000 - Present
PNC/First Data/The Boston Company 1992 - January 2000
First Data Investor Services Group 1993 - 2000
Skills
Closed-end Funds, 1940 Act, Funding, Securities, Mutual Funds, Asset Management, Hedge Funds, Financial Services, Equities, Investments, Risk Management, Alternative Investments, Due Diligence, Fixed Income, Portfolio Management, Investment Management, Corporate Governance, Banking, Bloomberg, Wealth Management
Education
Boston College Law School 1985 — 1988
JD, law
University of Wisconsin-Milwaukee 1981 — 1982
BS, medical technology
University of Wisconsin-Madison
BS, medical microbiology
Carol Ann Surette's First Data Investor Services Group Experience 1997 - 2000
Job at Bank of America
Industry Financial Services
Experience
Bank of America July 2010 - Present
Bank of America 2005 - 2008
Bank of America 2002 - 2005
RHI Management Resources 2001 - 2002
First Data Investor Services Group 1997 - 2000
Liberty Financial Companies 1983 - 1996
Coopers & Lybrand 1980 - 1983
Education
Suffolk University 1975 — 1979
BS, Accounting & Finance
Bank of America July 2010 - Present
Bank of America 2005 - 2008
Bank of America 2002 - 2005
RHI Management Resources 2001 - 2002
First Data Investor Services Group 1997 - 2000
Liberty Financial Companies 1983 - 1996
Coopers & Lybrand 1980 - 1983
Education
Suffolk University 1975 — 1979
BS, Accounting & Finance
Lesley Kreicar's First Data Investor Services Group Experience November 1995 - August 1997
Job Financial Analyst at Engility Corporation
Industry Financial Services
Experience
Engility Corporation June 2012 - Present
AT&T Government Solutions June 2005 - June 2012
The Trust Company of Virginia April 2003 - June 2005
Actuarial Benefits and Design July 2002 - April 2003
Ceridian Benefits Services October 2000 - July 2002
MidAtlantic Pension Group June 1998 - October 2000
MidAtlantic Pension Group August 1997 - June 1998
First Data Investor Services Group November 1995 - August 1997
American Tobacco Company November 1990 - November 1995
American Tobacco Company March 1986 - November 1990
Skills
Systems analysis and..., Accounting, Payroll, Testing, Microsoft Excel, CRM, Investments, Accounts Payable, Logistics, Visio, Program Management, Account Reconciliation, Defined Benefit, Software Documentation, Access, Outlook, Project Management, Accounts Receivable, Finance, Pensions, Business Intelligence, Training, Leadership, Forecasting, Employee Benefits, Software Development, Team Building, Customer Service, Troubleshooting, PowerPoint, ERP, Analysis, Budgets
Education
Saint Leo University 2012 — 2014
Bachelor of Arts (B.A.), Business Administration, Management
John Tyler Community College
AAS, Program Computer Programming
Engility Corporation June 2012 - Present
AT&T Government Solutions June 2005 - June 2012
The Trust Company of Virginia April 2003 - June 2005
Actuarial Benefits and Design July 2002 - April 2003
Ceridian Benefits Services October 2000 - July 2002
MidAtlantic Pension Group June 1998 - October 2000
MidAtlantic Pension Group August 1997 - June 1998
First Data Investor Services Group November 1995 - August 1997
American Tobacco Company November 1990 - November 1995
American Tobacco Company March 1986 - November 1990
Skills
Systems analysis and..., Accounting, Payroll, Testing, Microsoft Excel, CRM, Investments, Accounts Payable, Logistics, Visio, Program Management, Account Reconciliation, Defined Benefit, Software Documentation, Access, Outlook, Project Management, Accounts Receivable, Finance, Pensions, Business Intelligence, Training, Leadership, Forecasting, Employee Benefits, Software Development, Team Building, Customer Service, Troubleshooting, PowerPoint, ERP, Analysis, Budgets
Education
Saint Leo University 2012 — 2014
Bachelor of Arts (B.A.), Business Administration, Management
John Tyler Community College
AAS, Program Computer Programming
peter mcmanama's First Data Investor Services Group Experience October 1993 - October 1997
Job Director of Financial Reportin and Planning US Fixed Products at John Hancock Life Insurance Company (U.S.A.)
Industry Financial Services
Experience
John Hancock Life Insurance Company (U.S.A.) March 2002 - Present
Trustar Retirement Services, a subsidiary of Principal Financial Group October 1997 - February 2002
First Data Investor Services Group October 1993 - October 1997
Bank of New England/Fleet Bank May 1986 - October 1993
Education
Babson College
MBA, Finance
Boston College
BA, Economics
Saint Sebastain
John Hancock Life Insurance Company (U.S.A.) March 2002 - Present
Trustar Retirement Services, a subsidiary of Principal Financial Group October 1997 - February 2002
First Data Investor Services Group October 1993 - October 1997
Bank of New England/Fleet Bank May 1986 - October 1993
Education
Babson College
MBA, Finance
Boston College
BA, Economics
Saint Sebastain
Tanya Vecchi's First Data Investor Services Group Experience June 1995 - August 1996
Job Client Service at Resolute Financial Llc
Industry Financial Services
Experience
Michael Capo, CPA, P.C. February 2014 - April 2014
RQMIS Inc. March 2012 - April 2013
Emerge Leadership Group January 2011 - March 2012
Putnam Investments November 1996 - August 2000
First Data Investor Services Group June 1995 - August 1996
The Boston Company January 1993 - June 1995
The Boston Company November 1992 - January 1993
The Boston Company February 1990 - November 1992
Bain and Company September 1989 - January 1990
Skills
CRM, New Business Development, Lead Generation, Sales, Marketing Strategy, Marketing, Product Launch, Medical Devices, Strategic Partnerships, Sales Presentations, Market Development, Sales Process, Direct Sales, Account Management, Selling, Program Management, Strategy, Training, Event Planning, QuickBooks, Financial Audits, Fund Accounting, Form 5500 preparation, System Conversion, Operations Management, B2B, Cold Calling, Microsoft Excel, Microsoft Word, Microsoft Office, Lacerte, Salesforce.com, Mac OS, Mutual Funds, 401k, Pricing, Fitness Instruction, Spinning, Project Management, Defined Contribution
Education
University of Massachusetts at Lowell 1985 — 1989
Bachelor of Science in Business Administration, Finance
Michael Capo, CPA, P.C. February 2014 - April 2014
RQMIS Inc. March 2012 - April 2013
Emerge Leadership Group January 2011 - March 2012
Putnam Investments November 1996 - August 2000
First Data Investor Services Group June 1995 - August 1996
The Boston Company January 1993 - June 1995
The Boston Company November 1992 - January 1993
The Boston Company February 1990 - November 1992
Bain and Company September 1989 - January 1990
Skills
CRM, New Business Development, Lead Generation, Sales, Marketing Strategy, Marketing, Product Launch, Medical Devices, Strategic Partnerships, Sales Presentations, Market Development, Sales Process, Direct Sales, Account Management, Selling, Program Management, Strategy, Training, Event Planning, QuickBooks, Financial Audits, Fund Accounting, Form 5500 preparation, System Conversion, Operations Management, B2B, Cold Calling, Microsoft Excel, Microsoft Word, Microsoft Office, Lacerte, Salesforce.com, Mac OS, Mutual Funds, 401k, Pricing, Fitness Instruction, Spinning, Project Management, Defined Contribution
Education
University of Massachusetts at Lowell 1985 — 1989
Bachelor of Science in Business Administration, Finance
Ron Dure's First Data Investor Services Group Experience March 1998 - September 1998
Job Financial Services Professional
Industry Financial Services
Experience
Mercer HR Services April 2007 - November 2010
Cityside Bar and Grille September 2007 - April 2009
Specialty Catalog December 2006 - April 2007
First Student Inc. September 2005 - June 2006
Wareham High School September 2004 - June 2005
CitySide Restaurant and Grille December 1993 - December 2004
Massachusetts Bay Transportation Authority July 1999 - April 2004
Massachusetts Turnpike Authority October 1998 - July 1999
First Data Investor Services Group March 1998 - September 1998
Federal Home Loan Bank of Boston August 1996 - May 1997
Skills
Customer Service, Healthcare, Time Management
Education
Mount Ida College 1994 — 1996
Associate's degree, Business Administration and Management, General
Mount Ida College 1991 — 1994
Associate in Applied Science, Animal Sciences
Mercer HR Services April 2007 - November 2010
Cityside Bar and Grille September 2007 - April 2009
Specialty Catalog December 2006 - April 2007
First Student Inc. September 2005 - June 2006
Wareham High School September 2004 - June 2005
CitySide Restaurant and Grille December 1993 - December 2004
Massachusetts Bay Transportation Authority July 1999 - April 2004
Massachusetts Turnpike Authority October 1998 - July 1999
First Data Investor Services Group March 1998 - September 1998
Federal Home Loan Bank of Boston August 1996 - May 1997
Skills
Customer Service, Healthcare, Time Management
Education
Mount Ida College 1994 — 1996
Associate's degree, Business Administration and Management, General
Mount Ida College 1991 — 1994
Associate in Applied Science, Animal Sciences
Mary Courtemanche's First Data Investor Services Group Experience 1993 - 1997
Job CoDirector of Religious Education at St. Anne's Church
Industry Professional Training & Coaching
Experience
St. Anne's Church April 2014 - Present
Shrewsbury Public Schools October 2013 - Present
Currie Management Consultants, Inc. September 2011 - July 2013
Winter, Wyman and Company, Mentor Network 1999 - 2000
Applix 1997 - 1999
Staples 1996 - 1997
First Data Investor Services Group 1993 - 1997
Skills
Public Speaking, Non-profits
Education
Lesley University 1995 — 1997
MA, Training and Development
Providence College 1986 — 1990
BA, Art History
St. Anne's Church April 2014 - Present
Shrewsbury Public Schools October 2013 - Present
Currie Management Consultants, Inc. September 2011 - July 2013
Winter, Wyman and Company, Mentor Network 1999 - 2000
Applix 1997 - 1999
Staples 1996 - 1997
First Data Investor Services Group 1993 - 1997
Skills
Public Speaking, Non-profits
Education
Lesley University 1995 — 1997
MA, Training and Development
Providence College 1986 — 1990
BA, Art History
Charles McDermott's First Data Investor Services Group Experience June 1998 - March 1999
Job Controller at Vision Capital Advisors, LLC
Industry Accounting
Experience
Vision Capital Advisors, LLC June 2012 - Present
HSBC Securities June 2007 - Present
HSBC Securities January 2005 - May 2007
BNY Mellon May 2000 - December 2004
The Berkshire Group April 1999 - April 2000
First Data Investor Services Group June 1998 - March 1999
Skills
Accounting, Bloomberg, Valuation, Financial Analysis, Microsoft Excel, Analysis, Lotus Notes, Auditing, Fund Administration, Investments, Microsoft Word, Hedge Funds, Coaching, Documentation, Excel, Team Leadership, Microsoft Office, Organizing, Quantitative, Problem Solving, Teamwork, Word, Windows, Advent Geneva 6.2.0, Advent Partner 7.1.1, NTAS(New Transfer..., Reuters, GoSystem Tax (Fast-Tax)..., IPRS (Investment..., Invest One, HedgeTek, Quicken, Peoplesoft, CPORT, QuickBooks
Education
Bentley College 1994 — 1998
Bachelor's degree, Accounting
Vision Capital Advisors, LLC June 2012 - Present
HSBC Securities June 2007 - Present
HSBC Securities January 2005 - May 2007
BNY Mellon May 2000 - December 2004
The Berkshire Group April 1999 - April 2000
First Data Investor Services Group June 1998 - March 1999
Skills
Accounting, Bloomberg, Valuation, Financial Analysis, Microsoft Excel, Analysis, Lotus Notes, Auditing, Fund Administration, Investments, Microsoft Word, Hedge Funds, Coaching, Documentation, Excel, Team Leadership, Microsoft Office, Organizing, Quantitative, Problem Solving, Teamwork, Word, Windows, Advent Geneva 6.2.0, Advent Partner 7.1.1, NTAS(New Transfer..., Reuters, GoSystem Tax (Fast-Tax)..., IPRS (Investment..., Invest One, HedgeTek, Quicken, Peoplesoft, CPORT, QuickBooks
Education
Bentley College 1994 — 1998
Bachelor's degree, Accounting