Fiserv Securities
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Fiserv Securities Employees
Employee
Years
Job
Industry
Tim Edalatpour Tim Edalatpour's Fiserv Securities Experience May 1997 - June 1999
Job Senior Solution Specialist Application Development and Lifecycle Management
Industry Computer Software
Experience
Microsoft March 2006 - Present
Microsoft June 1999 - March 2006
Fiserv Securities May 1997 - June 1999
Skills
SaaS, Enterprise Software, Cloud Computing, Microsoft Technologies, Partner Management, Enterprise Architecture, Pre-sales, Solution Selling, Business Alliances, Business Intelligence, Professional Services
Education
University of Pennsylvania 1998 — 1999
Technology Management
The Johns Hopkins University 1987 — 1991
MSE, Electrical and Computer Engineering
Chestnut Hill Academy
Chestnut Hill Academy
Chestnut Hill Academy
Chestnut Hill Academy
Microsoft March 2006 - Present
Microsoft June 1999 - March 2006
Fiserv Securities May 1997 - June 1999
Skills
SaaS, Enterprise Software, Cloud Computing, Microsoft Technologies, Partner Management, Enterprise Architecture, Pre-sales, Solution Selling, Business Alliances, Business Intelligence, Professional Services
Education
University of Pennsylvania 1998 — 1999
Technology Management
The Johns Hopkins University 1987 — 1991
MSE, Electrical and Computer Engineering
Chestnut Hill Academy
Chestnut Hill Academy
Chestnut Hill Academy
Chestnut Hill Academy
Jack Bryan, CFA Jack Bryan, CFA's Fiserv Securities Experience September 1998 - June 2003
Job Director, Treasury
Industry Financial Services
Experience
Remitly June 2015 - Present
HomeStreet Bank December 2013 - May 2015
BlueStep Finans AB August 2011 - August 2013
Russell Investment Group July 2008 - August 2011
Novellus Capital 2007 - 2008
WaMu 2005 - 2007
JPMorgan Chase 2003 - 2005
Fiserv Securities September 1998 - June 2003
River Horse Brewing Company September 1993 - June 1998
Skills
Portfolio Management, Credit Risk, Capital Markets, Treasury, Finance, Financial Analysis, Financial Modeling, Cash Management, Treasury Management, Risk Management, Corporate Finance, Investments, Structured Finance, Derivatives, Valuation, Private Equity, Fixed Income, ALM, Banking, FX Options, Market Risk, Interest Rate..., Due Diligence, Mergers, Investment Management, Financial Markets, Investment Banking, Financial Services, Financial Risk, Hedging, Asset Management, Financial Structuring, Structured Products, Securitization, Strategic Financial..., Entrepreneurship, Interest Rate Risk..., Liquidity Risk, Mortgage Lending, Corporate FP&A
Education
University of Washington 1990 — 1993
MA, Economics
University of Colorado Boulder 1985 — 1989
BA, Economics
Lunds universitet / Lund University 1987 — 1988
Remitly June 2015 - Present
HomeStreet Bank December 2013 - May 2015
BlueStep Finans AB August 2011 - August 2013
Russell Investment Group July 2008 - August 2011
Novellus Capital 2007 - 2008
WaMu 2005 - 2007
JPMorgan Chase 2003 - 2005
Fiserv Securities September 1998 - June 2003
River Horse Brewing Company September 1993 - June 1998
Skills
Portfolio Management, Credit Risk, Capital Markets, Treasury, Finance, Financial Analysis, Financial Modeling, Cash Management, Treasury Management, Risk Management, Corporate Finance, Investments, Structured Finance, Derivatives, Valuation, Private Equity, Fixed Income, ALM, Banking, FX Options, Market Risk, Interest Rate..., Due Diligence, Mergers, Investment Management, Financial Markets, Investment Banking, Financial Services, Financial Risk, Hedging, Asset Management, Financial Structuring, Structured Products, Securitization, Strategic Financial..., Entrepreneurship, Interest Rate Risk..., Liquidity Risk, Mortgage Lending, Corporate FP&A
Education
University of Washington 1990 — 1993
MA, Economics
University of Colorado Boulder 1985 — 1989
BA, Economics
Lunds universitet / Lund University 1987 — 1988
Howard Englehart Howard Englehart's Fiserv Securities Experience 2003 - 2004
Job OSJ Supervision Specialist at Cetera Advisor Networks LLC
Industry Financial Services
Experience
Cetera Advisor Networks LLC June 2013 - Present
Symetra Investment Services August 2012 - May 2013
Pacific West Financial Group February 2009 - March 2012
Pacific West Financial Group July 2006 - February 2009
Pacific West Financial Group July 2005 - July 2006
Monolith Productions 2004 - 2005
Fiserv Securities 2003 - 2004
Skills
Compliance Management, Financial Analysis, Financial Management, Event Planning, Event Management, Compliance Audits, Staff Development, Staff Management, Staff Training, Staff Mentoring, Client Services, Broker-Dealer, Solution Implementation, Key Account Management, Financial Services, Quality Auditing
Education
Northern Arizona University
Cetera Advisor Networks LLC June 2013 - Present
Symetra Investment Services August 2012 - May 2013
Pacific West Financial Group February 2009 - March 2012
Pacific West Financial Group July 2006 - February 2009
Pacific West Financial Group July 2005 - July 2006
Monolith Productions 2004 - 2005
Fiserv Securities 2003 - 2004
Skills
Compliance Management, Financial Analysis, Financial Management, Event Planning, Event Management, Compliance Audits, Staff Development, Staff Management, Staff Training, Staff Mentoring, Client Services, Broker-Dealer, Solution Implementation, Key Account Management, Financial Services, Quality Auditing
Education
Northern Arizona University
Jed Carmona Jed Carmona's Fiserv Securities Experience May 1999 - April 2003
Job Senior Business Analyst at Wall Street English
Industry Investment Management
Experience
Wall Street English September 2013 - Present
Sogeti October 2011 - August 2013
Constellation Energy Commodities Group February 2011 - October 2011
T. Rowe Price May 2010 - February 2011
TEKsystems 2009 - 2011
Johns Hopkins Bloomberg School of Public Health June 2009 - May 2010
Legg Mason August 2003 - December 2008
designet, llc December 2002 - January 2008
Fiserv Securities May 1999 - April 2003
T. Rowe Price January 1994 - May 1999
Education
Muhlenberg College 1987 — 1992
BS, Business Administration-Marketing Management
McDonogh School 1980 — 1987
Wall Street English September 2013 - Present
Sogeti October 2011 - August 2013
Constellation Energy Commodities Group February 2011 - October 2011
T. Rowe Price May 2010 - February 2011
TEKsystems 2009 - 2011
Johns Hopkins Bloomberg School of Public Health June 2009 - May 2010
Legg Mason August 2003 - December 2008
designet, llc December 2002 - January 2008
Fiserv Securities May 1999 - April 2003
T. Rowe Price January 1994 - May 1999
Education
Muhlenberg College 1987 — 1992
BS, Business Administration-Marketing Management
McDonogh School 1980 — 1987
Avedis (aka Avo) Arzoumanian Avedis (aka Avo) Arzoumanian's Fiserv Securities Experience May 1997 - October 2001
Job Management Consulting Professional
Industry Management Consulting
Experience
Property Preservation Management LLC 2012 - 2012
Energy REO 2012 - 2012
Vanguard Pacific Realty November 2001 - September 2009
Fiserv Securities May 1997 - October 2001
American Family Thriftway Inc May 1984 - March 1997
Education
Drexel University
BS, Commerce & EngineeringField of; Marketing
Property Preservation Management LLC 2012 - 2012
Energy REO 2012 - 2012
Vanguard Pacific Realty November 2001 - September 2009
Fiserv Securities May 1997 - October 2001
American Family Thriftway Inc May 1984 - March 1997
Education
Drexel University
BS, Commerce & EngineeringField of; Marketing
Jennifer Stringer Jennifer Stringer's Fiserv Securities Experience 1987 - 2000
Job Senior Vice President, Client Services at Apex Clearing Corporation
Industry Financial Services
Experience
Apex Clearing Corporation August 2012 - Present
Penson Financial Services March 2010 - August 2012
TD Ameritrade 2008 - April 2010
Ameritrade, Inc 2004 - 2008
Ameritrade, Inc 2001 - 2004
Fiserv Securities 1987 - 2000
Skills
Securities, Financial Services, Trading, Back Office, Process Improvement, Series 63, Equities, Series 7, Trading Systems, Strategy, Series 24, Mutual Funds, Fixed Income, Electronic Trading, Options, Financial Markets, Prime Brokerage, Risk Management, Portfolio Management, Market Data, Relationship Management
Education
University of Pennsylvania - The Wharton School 1999 — 2001
Securities Industry
East Stroudsburg University of Pennsylvania 1978 — 1982
BA, Computer Science
Apex Clearing Corporation August 2012 - Present
Penson Financial Services March 2010 - August 2012
TD Ameritrade 2008 - April 2010
Ameritrade, Inc 2004 - 2008
Ameritrade, Inc 2001 - 2004
Fiserv Securities 1987 - 2000
Skills
Securities, Financial Services, Trading, Back Office, Process Improvement, Series 63, Equities, Series 7, Trading Systems, Strategy, Series 24, Mutual Funds, Fixed Income, Electronic Trading, Options, Financial Markets, Prime Brokerage, Risk Management, Portfolio Management, Market Data, Relationship Management
Education
University of Pennsylvania - The Wharton School 1999 — 2001
Securities Industry
East Stroudsburg University of Pennsylvania 1978 — 1982
BA, Computer Science
Michele Tranquilli Michele Tranquilli's Fiserv Securities Experience 2000 - 2005
Job Web and News App Developer at Philadelphia Media Network
Industry Newspapers
Experience
Interstate General Media, LLC January 2015 - Present
Philadelphia Daily News 2006 - January 2015
Fiserv Securities 2000 - 2005
STG, Inc. April 1998 - August 2000
Skills
HTML, Content Management, Videography, Web Design, Photoshop, Newspapers, CMS, jQuery, CSS, HTML 5, Layout, JavaScript, Newspaper, Public Libraries, AP Style, HTML5, Special Libraries, Rental Real Estate, PHP4/5, MySQL, Multimedia
Education
Drexel University 1994 — 1996
MIS
University of The Arts 1982 — 1986
BFA
New York University
Interstate General Media, LLC January 2015 - Present
Philadelphia Daily News 2006 - January 2015
Fiserv Securities 2000 - 2005
STG, Inc. April 1998 - August 2000
Skills
HTML, Content Management, Videography, Web Design, Photoshop, Newspapers, CMS, jQuery, CSS, HTML 5, Layout, JavaScript, Newspaper, Public Libraries, AP Style, HTML5, Special Libraries, Rental Real Estate, PHP4/5, MySQL, Multimedia
Education
Drexel University 1994 — 1996
MIS
University of The Arts 1982 — 1986
BFA
New York University
Stacey Graham's Fiserv Securities Experience September 2004 - March 2005
Job Administrative Assistant with an IT background
Industry Architecture & Planning
Experience
STV January 2015 - Present
Coco Curls Natural Hair Care September 2014 - Present
Homeschool September 2012 - Present
Independence Blue Cross February 2006 - May 2011
Fiserv Securities September 2004 - March 2005
Apparatus Computers June 1999 - August 2004
Skills
Microsoft Excel, Hardware, Technical Support, Invoicing, Windows 7, Active Directory, PeopleSoft, Access, Laptops, Microsoft Office, Troubleshooting, Training, System Administration, Project Management, Printers, PowerPoint, Outlook, Networking, Network Administration, Customer Service, SharePoint, Vendor Management
Education
Peirce College 2005 — 2012
Bachelor of Science (B.S.), Information Technology
Community College of Philadelphia 1999 — 2003
Associates, Business
STV January 2015 - Present
Coco Curls Natural Hair Care September 2014 - Present
Homeschool September 2012 - Present
Independence Blue Cross February 2006 - May 2011
Fiserv Securities September 2004 - March 2005
Apparatus Computers June 1999 - August 2004
Skills
Microsoft Excel, Hardware, Technical Support, Invoicing, Windows 7, Active Directory, PeopleSoft, Access, Laptops, Microsoft Office, Troubleshooting, Training, System Administration, Project Management, Printers, PowerPoint, Outlook, Networking, Network Administration, Customer Service, SharePoint, Vendor Management
Education
Peirce College 2005 — 2012
Bachelor of Science (B.S.), Information Technology
Community College of Philadelphia 1999 — 2003
Associates, Business
Andy Wilke Andy Wilke's Fiserv Securities Experience 1997 - 2003
Job Partner, Cover & Associates
Industry Staffing and Recruiting
Experience
Cover & Associates December 2005 - Present
Affinity Wealth Managment 2003 - 2005
Fiserv Securities 1997 - 2003
Skills
Executive Search, Recruiting, Sales, New Business Development, Business Strategy, International Sales, International Business, Global Strategy, Packaging, Private Equity, Manufacturing, Injection Molding, Plastics Industry, Flexible Packaging, Private Label, CPG Industry, Logistics, Chemical Industry, Paper Industry, Pharmaceutical Industry, Food Industry, Medical Device Industry, Personal Care, Manufacturing..., Capital Equipment, Machinery, Talent Management, Talent Acquisition, Global Talent..., Industrial Automation, Sales Team Build-out, Strategic Hiring, Sales Hiring, Technical Hiring, Global Sourcing, Consulting, HR Consulting, Management Consulting
Education
Bucknell University 1992 — 1996
BA, Economics
Cover & Associates December 2005 - Present
Affinity Wealth Managment 2003 - 2005
Fiserv Securities 1997 - 2003
Skills
Executive Search, Recruiting, Sales, New Business Development, Business Strategy, International Sales, International Business, Global Strategy, Packaging, Private Equity, Manufacturing, Injection Molding, Plastics Industry, Flexible Packaging, Private Label, CPG Industry, Logistics, Chemical Industry, Paper Industry, Pharmaceutical Industry, Food Industry, Medical Device Industry, Personal Care, Manufacturing..., Capital Equipment, Machinery, Talent Management, Talent Acquisition, Global Talent..., Industrial Automation, Sales Team Build-out, Strategic Hiring, Sales Hiring, Technical Hiring, Global Sourcing, Consulting, HR Consulting, Management Consulting
Education
Bucknell University 1992 — 1996
BA, Economics
Kathleen Yeo Kathleen Yeo's Fiserv Securities Experience June 2002 - February 2004
Job n/a at n/afreelance
Industry Design
Experience
Global Tax Services September 2008 - Present
Liberty Excess & Surplus January 2004 - September 2008
Fiserv Securities June 2002 - February 2004
BNP Paribas Brokerage Ser July 1999 - May 2002
Skills
Financial Analysis, Budgets, Analysis, Microsoft Office, Customer Service, Strategic Planning, Management, Nonprofits, Account Management, Equities
Education
Marywood University 1989 — 1993
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Central High School, Scranton 1986 — 1989
Global Tax Services September 2008 - Present
Liberty Excess & Surplus January 2004 - September 2008
Fiserv Securities June 2002 - February 2004
BNP Paribas Brokerage Ser July 1999 - May 2002
Skills
Financial Analysis, Budgets, Analysis, Microsoft Office, Customer Service, Strategic Planning, Management, Nonprofits, Account Management, Equities
Education
Marywood University 1989 — 1993
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Central High School, Scranton 1986 — 1989
Rick Merrell's Fiserv Securities Experience 1996 - 2000
Job Owner, Agentis Technology, LLC
Industry Information Technology and Services
Experience
Agentis Technology, LLC March 2000 - Present
United States Air Force Reserves July 1996 - June 2011
Fiserv Securities 1996 - 2000
United States Air Force March 1988 - June 1996
Skills
Defense, DoD, Security Clearance, Military, Security, Government, Vulnerability Assessment, Air Force, Computer Security, Integration, Military Operations, Top Secret, National Security, Program Management, Systems Engineering, Command, Testing, Strategic Planning, Team Building, Strategic Leadership, Management, Leadership, Training
Education
Lehigh University 1983 — 1987
B.S., Computer Science
Agentis Technology, LLC March 2000 - Present
United States Air Force Reserves July 1996 - June 2011
Fiserv Securities 1996 - 2000
United States Air Force March 1988 - June 1996
Skills
Defense, DoD, Security Clearance, Military, Security, Government, Vulnerability Assessment, Air Force, Computer Security, Integration, Military Operations, Top Secret, National Security, Program Management, Systems Engineering, Command, Testing, Strategic Planning, Team Building, Strategic Leadership, Management, Leadership, Training
Education
Lehigh University 1983 — 1987
B.S., Computer Science
Chris Ryan, CFP® Chris Ryan, CFP®'s Fiserv Securities Experience July 2003 - September 2004
Job Portfolio Specialist at BlackRock
Industry Financial Services
Experience
BlackRock January 2013 - Present
BlackRock September 2010 - January 2013
Merrill Lynch August 2007 - September 2010
The Haverford Trust Company March 2005 - August 2007
The Haverford Trust Company August 2004 - March 2005
Fiserv Securities July 2003 - September 2004
Skills
Series 7, Equities, Fixed Income, Portfolio Management, Financial Markets, Investments, Wealth Management, Bloomberg, Financial Analysis, Equity Research, ETFs, Financial Modeling, Series 63, Mutual Funds, Risk Management, Municipal Bonds, Bloomberg Terminal, Portfolio Construction, Trusts, IRAs, Roth IRA, Separately Managed..., Trading, Uniform Combined State...
Education
Drexel University 1998 — 2003
B.S., Finance
Malvern Prep 1994 — 1998
BlackRock January 2013 - Present
BlackRock September 2010 - January 2013
Merrill Lynch August 2007 - September 2010
The Haverford Trust Company March 2005 - August 2007
The Haverford Trust Company August 2004 - March 2005
Fiserv Securities July 2003 - September 2004
Skills
Series 7, Equities, Fixed Income, Portfolio Management, Financial Markets, Investments, Wealth Management, Bloomberg, Financial Analysis, Equity Research, ETFs, Financial Modeling, Series 63, Mutual Funds, Risk Management, Municipal Bonds, Bloomberg Terminal, Portfolio Construction, Trusts, IRAs, Roth IRA, Separately Managed..., Trading, Uniform Combined State...
Education
Drexel University 1998 — 2003
B.S., Finance
Malvern Prep 1994 — 1998
Jon Mourar Jon Mourar's Fiserv Securities Experience October 1994 - March 2006
Job Database Programmer/Analyst at Dorman Products
Industry Computer Software
Experience
Dorman Products February 2012 - August 2015
Sprint/Virgin Mobile October 2011 - December 2011
NOVEDA TECHNOLOGIES April 2011 - November 2011
Nationwide Product Warranty April 2010 - November 2010
NJ Department of Health October 2007 - July 2009
Merrill Lynch February 2007 - July 2007
Fiserv Securities October 1994 - March 2006
Skills
SQL, Excel, VBA, Access, SQL Server, Databases, Programming, Software Development, Unix, COBOL, Microsoft SQL Server, Microsoft Excel, Requirements Analysis, Visio, VB.NET, Visual Basic, Data Analysis, SDLC, T-SQL
Education
DeSales University 2012 — 2016
MBA, A
Penn State University 1972 — 1977
B.S. Science, Math
Dorman Products February 2012 - August 2015
Sprint/Virgin Mobile October 2011 - December 2011
NOVEDA TECHNOLOGIES April 2011 - November 2011
Nationwide Product Warranty April 2010 - November 2010
NJ Department of Health October 2007 - July 2009
Merrill Lynch February 2007 - July 2007
Fiserv Securities October 1994 - March 2006
Skills
SQL, Excel, VBA, Access, SQL Server, Databases, Programming, Software Development, Unix, COBOL, Microsoft SQL Server, Microsoft Excel, Requirements Analysis, Visio, VB.NET, Visual Basic, Data Analysis, SDLC, T-SQL
Education
DeSales University 2012 — 2016
MBA, A
Penn State University 1972 — 1977
B.S. Science, Math
Jim Dunlap's Fiserv Securities Experience January 2001 - January 2006
Job Fed Settlement Supervisor at PNC Investments
Industry Financial Services
Experience
PNC Investments March 2006 - Present
Fiserv Securities January 2001 - January 2006
PMG Capital February 2000 - December 2000
Philadelphia Depository Trust 1978 - 1999
CVS Pharmacy 1986 - 1988
Skills
Securities Operations, Mutual Funds, Federal Reserve..., Dividend & Income..., Federal Reserve, Income, Settlement, Securities, Fixed Income, Equities, Options, Hedge Funds, Asset Management, Trading, Bloomberg, Capital Markets, Insurance, Financial Services, Banking
Education
Northeast High School
Penn State University
Associate's degree, Business Adminstration
fels
fels
PNC Investments March 2006 - Present
Fiserv Securities January 2001 - January 2006
PMG Capital February 2000 - December 2000
Philadelphia Depository Trust 1978 - 1999
CVS Pharmacy 1986 - 1988
Skills
Securities Operations, Mutual Funds, Federal Reserve..., Dividend & Income..., Federal Reserve, Income, Settlement, Securities, Fixed Income, Equities, Options, Hedge Funds, Asset Management, Trading, Bloomberg, Capital Markets, Insurance, Financial Services, Banking
Education
Northeast High School
Penn State University
Associate's degree, Business Adminstration
fels
fels
Barry Hale Barry Hale's Fiserv Securities Experience August 1999 - March 2000
Job Electrical Construction Professional
Industry Construction
Experience
PerLectric, Inc. March 2012 - May 2012
Truland Systems Corporation August 2011 - September 2011
Building Installation Group I, Inc. May 2011 - July 2011
Progressive Maryland, Inc. May 2006 - January 2011
REDA International, Inc. November 2002 - September 2005
Ramey International Technology November 2004 - February 2005
Z & S Financial Marketing, LLC July 2004 - September 2004
Various Employers July 2001 - April 2002
Electronic Engineering Group June 2000 - July 2001
Fiserv Securities August 1999 - March 2000
Skills
Networking, Testing, Databases, System Administration
Education
IBEW/NECA Electrical Alliance Joint Apprenticeship and Training Committee 2011 — 2012
Certification of Completion, Electrical Construction, 98%
IBEW/NECA Electrical Alliance Joint Apprenticeship and Training Committee 2011 — 2011
Certificate of Completion in MESP Prince George's County New Worker Training, Electrical Construction, 97.6
Graduate School USA 1995 — 1995
none, Computer Science
Graduate School USA 1989 — 1990
none, Mathematics, Computer Science
Christopher Consultants, Ltd. 1988 — 1990
Road and Utility Design
Maryland Drafting Institute 1980 — 1981
Certificate in Mechanical Drafting Technology, Electromechanical Drafting
Prince George's Community College 1979 — 1980
none, Liberal Arts and Sciences/Liberal Studies
University of Mobile 1977 — 1979
none, Liberal Arts and Sciences, General Studies and Humanities
PerLectric, Inc. March 2012 - May 2012
Truland Systems Corporation August 2011 - September 2011
Building Installation Group I, Inc. May 2011 - July 2011
Progressive Maryland, Inc. May 2006 - January 2011
REDA International, Inc. November 2002 - September 2005
Ramey International Technology November 2004 - February 2005
Z & S Financial Marketing, LLC July 2004 - September 2004
Various Employers July 2001 - April 2002
Electronic Engineering Group June 2000 - July 2001
Fiserv Securities August 1999 - March 2000
Skills
Networking, Testing, Databases, System Administration
Education
IBEW/NECA Electrical Alliance Joint Apprenticeship and Training Committee 2011 — 2012
Certification of Completion, Electrical Construction, 98%
IBEW/NECA Electrical Alliance Joint Apprenticeship and Training Committee 2011 — 2011
Certificate of Completion in MESP Prince George's County New Worker Training, Electrical Construction, 97.6
Graduate School USA 1995 — 1995
none, Computer Science
Graduate School USA 1989 — 1990
none, Mathematics, Computer Science
Christopher Consultants, Ltd. 1988 — 1990
Road and Utility Design
Maryland Drafting Institute 1980 — 1981
Certificate in Mechanical Drafting Technology, Electromechanical Drafting
Prince George's Community College 1979 — 1980
none, Liberal Arts and Sciences/Liberal Studies
University of Mobile 1977 — 1979
none, Liberal Arts and Sciences, General Studies and Humanities
Carolyn Kasky Carolyn Kasky's Fiserv Securities Experience 1987 - 1998
Job Compliance Consultant, Managing Member at Compliance Support Services LLC
Industry Financial Services
Experience
Compliance Support Services LLC 2007 - Present
Fiserv Securities 1987 - 1998
Skills
Financial Services, AML, Investments, Securities, Mutual Funds, Risk Management, Management, Banking, Financial Risk, Due Diligence
Education
Drexel University 1991 — 1993
Masters, Information Systems, Information Systems, Technical Writing
Compliance Support Services LLC 2007 - Present
Fiserv Securities 1987 - 1998
Skills
Financial Services, AML, Investments, Securities, Mutual Funds, Risk Management, Management, Banking, Financial Risk, Due Diligence
Education
Drexel University 1991 — 1993
Masters, Information Systems, Information Systems, Technical Writing
James J. Hargadon, CFA James J. Hargadon, CFA's Fiserv Securities Experience November 2001 - December 2005
Job VP, Sr. Research Analyst at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust August 2015 - Present
PNC Asset Management March 2013 - August 2015
FIS Group June 2011 - March 2013
Chartwell Investment Partners June 2006 - February 2011
Nuveen Investments February 2006 - June 2006
Fiserv Securities November 2001 - December 2005
Skills
Equities, Fixed Income, Portfolio Management, Investments, Mutual Funds, Trading, Due Diligence, Asset Managment, Hedge Funds, Bloomberg, Fund Of Funds, Alternative Investments
Education
Lehigh University 1996 — 2001
Bachelor's degree, Finance, General
Saint Joseph's University 1998 — 1999
LaSalle High School 1992 — 1996
Wilmington Trust August 2015 - Present
PNC Asset Management March 2013 - August 2015
FIS Group June 2011 - March 2013
Chartwell Investment Partners June 2006 - February 2011
Nuveen Investments February 2006 - June 2006
Fiserv Securities November 2001 - December 2005
Skills
Equities, Fixed Income, Portfolio Management, Investments, Mutual Funds, Trading, Due Diligence, Asset Managment, Hedge Funds, Bloomberg, Fund Of Funds, Alternative Investments
Education
Lehigh University 1996 — 2001
Bachelor's degree, Finance, General
Saint Joseph's University 1998 — 1999
LaSalle High School 1992 — 1996
Corrie Blair Corrie Blair's Fiserv Securities Experience November 1997 - August 2000
Job Sales Assistant at Financial Analysts, Inc.
Industry Financial Services
Experience
Financial Analysts, A Member of Advisory Services Network, LLC August 2003 - Present
Edward Jones August 2001 - August 2003
Fiserv Securities November 1997 - August 2000
Signet Financial Services May 1995 - November 1997
Skills
Series 7, Series 6, Series 63, Notary Public, Customer Service, Excel, Microsoft Office, Word, PowerPoint, Microsoft Word, Finance, Banking, Mutual Funds, Financial Analysis, Insurance
Education
East Carolina University 1990 — 1993
BSBA, Decision Sciences
Campbell University 1989 — 1990
Undergrad
Financial Analysts, A Member of Advisory Services Network, LLC August 2003 - Present
Edward Jones August 2001 - August 2003
Fiserv Securities November 1997 - August 2000
Signet Financial Services May 1995 - November 1997
Skills
Series 7, Series 6, Series 63, Notary Public, Customer Service, Excel, Microsoft Office, Word, PowerPoint, Microsoft Word, Finance, Banking, Mutual Funds, Financial Analysis, Insurance
Education
East Carolina University 1990 — 1993
BSBA, Decision Sciences
Campbell University 1989 — 1990
Undergrad
Dana Bartels, PMP's Fiserv Securities Experience March 1998 - May 2000
Job Project Manager at Susquehanna International Group (SIG)
Industry Financial Services
Experience
Susquehanna International Group (SIG) September 2008 - Present
iPipeline June 2007 - July 2008
Allianz Life May 2000 - June 2007
Delaware Valley Financial Services (aka Allianz Life) 2000 - 2007
Fiserv Securities March 1998 - May 2000
Dun & Bradstreet 1991 - 1998
Skills
Telecommunications, SDLC, Project Management, Software Development, Requirements Analysis, Vendor Management, Business Analysis, Trading Systems, Software Project..., Agile Methodologies, IT Strategy, Testing, Databases, Integration, Visio, Requirements Gathering, Unix, IT Management, IT Service Management, Business Process..., PMO, Process Improvement, Program Management, Quality Assurance
Education
Denison University 1985 — 1989
Susquehanna International Group (SIG) September 2008 - Present
iPipeline June 2007 - July 2008
Allianz Life May 2000 - June 2007
Delaware Valley Financial Services (aka Allianz Life) 2000 - 2007
Fiserv Securities March 1998 - May 2000
Dun & Bradstreet 1991 - 1998
Skills
Telecommunications, SDLC, Project Management, Software Development, Requirements Analysis, Vendor Management, Business Analysis, Trading Systems, Software Project..., Agile Methodologies, IT Strategy, Testing, Databases, Integration, Visio, Requirements Gathering, Unix, IT Management, IT Service Management, Business Process..., PMO, Process Improvement, Program Management, Quality Assurance
Education
Denison University 1985 — 1989
Giancarlo D'Orazio Giancarlo D'Orazio's Fiserv Securities Experience September 2001 - February 2005
Job Township Council Member at Washington Township, Gloucester County, NJ
Industry Information Technology and Services
Experience
Washington Township, Gloucester County September 2009 - Present
Giancarlo D'Orazio - Independent Consultant February 2005 - Present
Washington Township, Gloucester County, NJ January 2011 - December 2014
Delsea Regional High School District April 2011 - June 2011
Fiserv Securities September 2001 - February 2005
Trimfit, Inc. 1987 - 2001
American College of Physicians November 1986 - October 1987
After Six, Inc. May 1983 - October 1986
Philadelphia Stock Exchange April 1976 - May 1983
Skills
COBOL, CICS, JCL, VSAM, VSE, Panlink, QuickBooks, DOS/VSE, IBM Utilities, IBM Mainframe, IBM PC, IBM Assembler, Ruby on Rails, Project 2000, Novell Netware, EDI, ICCF, ERP/SIS, ERP/CSS, ERP/Pitney Bowes, Tandem, Tracker, Panvalet, Microsoft Office, Microfocus COBOL, Turbo Tax, Microsoft SQL Server, MVS, SDLC, BAL, Xpediter, Mainframe, TSO, Leadership, System Administration, Data Center, Easytrieve, Strategy, Management, Disaster Recovery, Project Management, Unix, Requirements Analysis, SharePoint, Testing, Integration, IT Management, Business Analysis, Vendor Management, IT Strategy
Education
Peirce College 1978 — 1980
Associates, Computer Science
Computer Educational Institute 1975 — 1976
Certificate, Computer Programming
Washington Township, Gloucester County September 2009 - Present
Giancarlo D'Orazio - Independent Consultant February 2005 - Present
Washington Township, Gloucester County, NJ January 2011 - December 2014
Delsea Regional High School District April 2011 - June 2011
Fiserv Securities September 2001 - February 2005
Trimfit, Inc. 1987 - 2001
American College of Physicians November 1986 - October 1987
After Six, Inc. May 1983 - October 1986
Philadelphia Stock Exchange April 1976 - May 1983
Skills
COBOL, CICS, JCL, VSAM, VSE, Panlink, QuickBooks, DOS/VSE, IBM Utilities, IBM Mainframe, IBM PC, IBM Assembler, Ruby on Rails, Project 2000, Novell Netware, EDI, ICCF, ERP/SIS, ERP/CSS, ERP/Pitney Bowes, Tandem, Tracker, Panvalet, Microsoft Office, Microfocus COBOL, Turbo Tax, Microsoft SQL Server, MVS, SDLC, BAL, Xpediter, Mainframe, TSO, Leadership, System Administration, Data Center, Easytrieve, Strategy, Management, Disaster Recovery, Project Management, Unix, Requirements Analysis, SharePoint, Testing, Integration, IT Management, Business Analysis, Vendor Management, IT Strategy
Education
Peirce College 1978 — 1980
Associates, Computer Science
Computer Educational Institute 1975 — 1976
Certificate, Computer Programming
Mike Ravenkamp, PMP's Fiserv Securities Experience 1999 - 2001
Job Senior Project Manager at Philips Healthcare
Industry Hospital & Health Care
Experience
Philips Healthcare October 2013 - Present
Siemens Medical Solutions August 2007 - September 2013
CHOP July 2005 - August 2007
Siemens July 2001 - July 2005
Fiserv Securities 1999 - 2001
Skills
Medical Imaging, HL7, PACS, Healthcare Information..., Radiology, DICOM, EHR, Cardiology, RIS, Digital Imaging, Project Management, Healthcare, Troubleshooting, Medical Devices, HIPAA, Hospitals, EMR, Informatics, Healthcare Industry, CPOE, Hardware Diagnostics, Software Project..., Healthcare Consulting, Process Improvement
Education
New Jersey Institute of Technology 2002 — 2006
MBA, Finance
New Jersey Institute of Technology 1993 — 1995
BS, EET
Philips Healthcare October 2013 - Present
Siemens Medical Solutions August 2007 - September 2013
CHOP July 2005 - August 2007
Siemens July 2001 - July 2005
Fiserv Securities 1999 - 2001
Skills
Medical Imaging, HL7, PACS, Healthcare Information..., Radiology, DICOM, EHR, Cardiology, RIS, Digital Imaging, Project Management, Healthcare, Troubleshooting, Medical Devices, HIPAA, Hospitals, EMR, Informatics, Healthcare Industry, CPOE, Hardware Diagnostics, Software Project..., Healthcare Consulting, Process Improvement
Education
New Jersey Institute of Technology 2002 — 2006
MBA, Finance
New Jersey Institute of Technology 1993 — 1995
BS, EET
Gina Grillo, CEBS, SPHR's Fiserv Securities Experience June 1994 - June 1999
Job Manager Service Center and Benefits at NFI
Industry Museums and Institutions
Experience
Philadelphia Museum of Art September 2013 - March 2015
Comcast Cable May 2009 - June 2013
Comcast Cable March 2007 - May 2009
Comcast Cable June 2002 - 2007
Comcast Cable June 1999 - June 2002
Fiserv Securities June 1994 - June 1999
Meritor Savings Bank (PSFS) 1987 - 1994
Skills
Performance Management, HRIS, Employee Relations, Vendor Management, Process Improvement, Call Centers, Employee Benefits, Deferred Compensation, Onboarding, Benefits Administration, Talent Management, Succession Planning, Talent Acquisition, Human Resources, Project Management, HR Policies, SAP HR, Mergers & Acquisitions, Strategic Planning, Call Center, HR Consulting, Change Management, PeopleSoft, Employee Training, Employment Law, Training, Workforce Planning, ADP Payroll, New Hire Orientations, Management, Workers Compensation, Cross-functional Team..., Benefits Negotiation, Organizational..., Organizational Design, Leadership Development, FMLA, Job Descriptions, Team Building, Labor Relations
Education
Temple University
Bachelor of Business Administration (B.B.A.), Finance, General
Philadelphia Museum of Art September 2013 - March 2015
Comcast Cable May 2009 - June 2013
Comcast Cable March 2007 - May 2009
Comcast Cable June 2002 - 2007
Comcast Cable June 1999 - June 2002
Fiserv Securities June 1994 - June 1999
Meritor Savings Bank (PSFS) 1987 - 1994
Skills
Performance Management, HRIS, Employee Relations, Vendor Management, Process Improvement, Call Centers, Employee Benefits, Deferred Compensation, Onboarding, Benefits Administration, Talent Management, Succession Planning, Talent Acquisition, Human Resources, Project Management, HR Policies, SAP HR, Mergers & Acquisitions, Strategic Planning, Call Center, HR Consulting, Change Management, PeopleSoft, Employee Training, Employment Law, Training, Workforce Planning, ADP Payroll, New Hire Orientations, Management, Workers Compensation, Cross-functional Team..., Benefits Negotiation, Organizational..., Organizational Design, Leadership Development, FMLA, Job Descriptions, Team Building, Labor Relations
Education
Temple University
Bachelor of Business Administration (B.B.A.), Finance, General
Ed Russino's Fiserv Securities Experience January 2004 - May 2005
Job Director Head of Financial Markets Middle Office, NY
Industry Banking
Experience
Standard Chartered Bank September 2007 - Present
JP Morgan Chase May 2005 - July 2007
Fiserv Securities January 2004 - May 2005
Skills
Financial Markets, Options, Middle Office, Derivatives, FX, Swaps, Interest Rate..., Banking, FX Options, Fixed Income, Structured Products, Rates, Equity Derivatives, Bloomberg, Bonds, Capital Markets, Market Risk, Credit Derivatives, Emerging Markets, Hedging, Equities, Electronic Trading, Interest Rates
Education
Stockton University 2002 — 2004
B.S., Finance
Standard Chartered Bank September 2007 - Present
JP Morgan Chase May 2005 - July 2007
Fiserv Securities January 2004 - May 2005
Skills
Financial Markets, Options, Middle Office, Derivatives, FX, Swaps, Interest Rate..., Banking, FX Options, Fixed Income, Structured Products, Rates, Equity Derivatives, Bloomberg, Bonds, Capital Markets, Market Risk, Credit Derivatives, Emerging Markets, Hedging, Equities, Electronic Trading, Interest Rates
Education
Stockton University 2002 — 2004
B.S., Finance
Carroll Beck's Fiserv Securities Experience 2000 - 2002
Job Director at CBS
Industry Computer Hardware
Experience
PEI Genesis 2007 - Present
CBS March 2002 - March 2007
Fiserv Securities 2000 - 2002
FiservSecurities Inc 2000 - 2001
SCT 1983 - 1990
Systems & Computer Technology Corp. (SCTC) 1983 - 1989
Education
Saint Joseph's University 1970 — 1974
PEI Genesis 2007 - Present
CBS March 2002 - March 2007
Fiserv Securities 2000 - 2002
FiservSecurities Inc 2000 - 2001
SCT 1983 - 1990
Systems & Computer Technology Corp. (SCTC) 1983 - 1989
Education
Saint Joseph's University 1970 — 1974
Sebastian Burtone's Fiserv Securities Experience 2002 - 2005
Job Director of New Business Development, American Portfolios Financial Services, Inc.
Industry Financial Services
Experience
American Portfolios May 2015 - Present
Continuity Partners Group April 2014 - May 2015
Charles Schwab November 2010 - July 2013
Pershing Advisor Solutions, LLC October 2005 - November 2010
Fiserv Securities 2002 - 2005
Investec Ernst 2000 - 2002
Jefferies & Company 2000 - 2001
Bear Stearns 1995 - 2000
Merrill Lynch 1988 - 1995
Skills
Series 63, Series 7, Equities, Securities, Wealth Management, Investment Management..., Global Investment..., Relationship Management, New Business Development, Business Development..., Financial Services, Fixed Income, Derivatives, Investment Advisory, Hedge Funds, Mutual Funds, Prime Brokerage, Portfolio Management, Asset Allocation, Series 24, FINRA, Alternative Investments, Investments, Financial Advisory, Asset Management, Trading, Options, Investment Management, Investment Strategies
Education
City University of New York-Brooklyn College
American Portfolios May 2015 - Present
Continuity Partners Group April 2014 - May 2015
Charles Schwab November 2010 - July 2013
Pershing Advisor Solutions, LLC October 2005 - November 2010
Fiserv Securities 2002 - 2005
Investec Ernst 2000 - 2002
Jefferies & Company 2000 - 2001
Bear Stearns 1995 - 2000
Merrill Lynch 1988 - 1995
Skills
Series 63, Series 7, Equities, Securities, Wealth Management, Investment Management..., Global Investment..., Relationship Management, New Business Development, Business Development..., Financial Services, Fixed Income, Derivatives, Investment Advisory, Hedge Funds, Mutual Funds, Prime Brokerage, Portfolio Management, Asset Allocation, Series 24, FINRA, Alternative Investments, Investments, Financial Advisory, Asset Management, Trading, Options, Investment Management, Investment Strategies
Education
City University of New York-Brooklyn College
Dennis Donnelly's Fiserv Securities Experience 2001 - 2005
Job President at Donnelly Consulting LLC
Industry Financial Services
Experience
Donnelly Consulting LLC March 2014 - Present
Alliance Staffing Solutions August 2012 - February 2014
Virtusa July 2011 - March 2012
ALaS Consulting LLC January 2011 - July 2011
Xcitek Consulting Services October 2010 - January 2011
Donnelly & Company LLC February 2009 - June 2010
Fiserv Inc. July 2000 - December 2008
Fiserv Securities 2001 - 2005
Fiserv Securities 2001 - 2004
McDonald Investments 1977 - 2000
Skills
Securities, Asset Managment, Business Analysis, Financial Services, Equities, Banking, Fixed Income, Asset Management, Mergers & Acquisitions, SDLC, Strategy, Operations Management, Capital Markets, Back Office, Investment Banking, Financial Analysis, Investments, Leadership, Management, Management Consulting, Mutual Funds, Portfolio Management, Risk Management, Series 7, Vendor Management
Education
Baldwin Wallace University 1974 — 1976
MBA, Management
John Carroll University 1967 — 1971
Bachelor of Science (B.S.), Finance, General
Donnelly Consulting LLC March 2014 - Present
Alliance Staffing Solutions August 2012 - February 2014
Virtusa July 2011 - March 2012
ALaS Consulting LLC January 2011 - July 2011
Xcitek Consulting Services October 2010 - January 2011
Donnelly & Company LLC February 2009 - June 2010
Fiserv Inc. July 2000 - December 2008
Fiserv Securities 2001 - 2005
Fiserv Securities 2001 - 2004
McDonald Investments 1977 - 2000
Skills
Securities, Asset Managment, Business Analysis, Financial Services, Equities, Banking, Fixed Income, Asset Management, Mergers & Acquisitions, SDLC, Strategy, Operations Management, Capital Markets, Back Office, Investment Banking, Financial Analysis, Investments, Leadership, Management, Management Consulting, Mutual Funds, Portfolio Management, Risk Management, Series 7, Vendor Management
Education
Baldwin Wallace University 1974 — 1976
MBA, Management
John Carroll University 1967 — 1971
Bachelor of Science (B.S.), Finance, General
Anthony Stankoski's Fiserv Securities Experience 1999 - 2003
Job Senior Manager Web Analytics at Ally Financial Inc.
Industry Financial Services
Experience
Ally Financial Inc. March 2011 - Present
HighPoint Solutions April 2010 - May 2011
Comcast April 2005 - April 2010
Mirtech Consulting 2003 - 2005
Select Medical Corp 2003 - 2004
Fiserv Securities 1999 - 2003
BHC Securities 1998 - 1999
Harley-Davidson Motor Company 1997 - 1997
Education
Drexel University 1997 — 2001
York Country day School 1996 — 1997
Ally Financial Inc. March 2011 - Present
HighPoint Solutions April 2010 - May 2011
Comcast April 2005 - April 2010
Mirtech Consulting 2003 - 2005
Select Medical Corp 2003 - 2004
Fiserv Securities 1999 - 2003
BHC Securities 1998 - 1999
Harley-Davidson Motor Company 1997 - 1997
Education
Drexel University 1997 — 2001
York Country day School 1996 — 1997
Natalia Gluschuk's Fiserv Securities Experience September 2004 - March 2005
Job Analyst at Moody's Investors Service
Industry Financial Services
Experience
Moody's Investors Service January 2014 - Present
Moody's Investors Service July 2009 - Present
Moody's Investors Service October 2006 - March 2010
Bank of New York/Susquehanna International Group September 2005 - March 2006
Fiserv Securities September 2004 - March 2005
Education
Drexel University - LeBow College of Business 2003 — 2006
BA, Finance/Economics
International Christian Univeristy 2001 — 2003
AA, Business Administration
Moody's Investors Service January 2014 - Present
Moody's Investors Service July 2009 - Present
Moody's Investors Service October 2006 - March 2010
Bank of New York/Susquehanna International Group September 2005 - March 2006
Fiserv Securities September 2004 - March 2005
Education
Drexel University - LeBow College of Business 2003 — 2006
BA, Finance/Economics
International Christian Univeristy 2001 — 2003
AA, Business Administration
Daniel Blum's Fiserv Securities Experience September 2000 - September 2005
Job Managing Director, Securities Lending
Industry Banking
Experience
Janney Montgomery Scott April 2011 - Present
BNY Mellon March 2008 - April 2011
Bank of Montreal May 2007 - March 2008
Fiserv Securities September 2000 - September 2005
Skills
Series 24, Series 7, Series 63, Securities Lending, Securities, Equities, Fixed Income, Bloomberg, Hedge Funds, Trading, Capital Markets, Bonds, Derivatives, Trading Systems, Equity Trading, Financial Markets
Education
Temple University - James E. Beasley School of Law 2004 — 2008
J.D.
Wesleyan University 1996 — 2000
Bachelor of Arts (B.A.), Mathematics and Economics
Janney Montgomery Scott April 2011 - Present
BNY Mellon March 2008 - April 2011
Bank of Montreal May 2007 - March 2008
Fiserv Securities September 2000 - September 2005
Skills
Series 24, Series 7, Series 63, Securities Lending, Securities, Equities, Fixed Income, Bloomberg, Hedge Funds, Trading, Capital Markets, Bonds, Derivatives, Trading Systems, Equity Trading, Financial Markets
Education
Temple University - James E. Beasley School of Law 2004 — 2008
J.D.
Wesleyan University 1996 — 2000
Bachelor of Arts (B.A.), Mathematics and Economics
Norman Deitrich's Fiserv Securities Experience February 1990 - November 2005
Job Investment Analyst at HighTower Advisors
Industry Financial Services
Experience
HighTower Advisors February 2013 - Present
Merrill Lynch December 2008 - February 2013
Emergent Financial Services May 2008 - November 2008
Overture Investments September 2007 - May 2008
Societe Generale February 2006 - September 2007
Fidelity Investments November 2004 - November 2005
Fiserv Securities February 1990 - November 2005
Fiserv 2000 - 2005
Skills
Fixed Income, Trading, Securities, Integration, Investments, Financial Services, Product Management, Project Management, Electronic Trading, Wealth Management, Strategic Planning, Quality Assurance, Testing, Outsourcing, New Business Development
Education
Susquehanna University 1982 — 1986
HighTower Advisors February 2013 - Present
Merrill Lynch December 2008 - February 2013
Emergent Financial Services May 2008 - November 2008
Overture Investments September 2007 - May 2008
Societe Generale February 2006 - September 2007
Fidelity Investments November 2004 - November 2005
Fiserv Securities February 1990 - November 2005
Fiserv 2000 - 2005
Skills
Fixed Income, Trading, Securities, Integration, Investments, Financial Services, Product Management, Project Management, Electronic Trading, Wealth Management, Strategic Planning, Quality Assurance, Testing, Outsourcing, New Business Development
Education
Susquehanna University 1982 — 1986
Shappell, Steven's Fiserv Securities Experience October 2002 - September 2004
Job Senior Financial Analyst at EMC
Industry Financial Services
Experience
Isilon Systems, Inc./EMC February 2012 - Present
National Associates, Inc./United Retirement Plan Consultants May 2010 - March 2012
Your Man Friday, Inc September 2009 - May 2010
Washington Mutual Bank December 2005 - May 2008
Signature Yachts September 2004 - December 2005
Fiserv Securities October 2002 - September 2004
Skills
Budgeting, Financial Forecasting, Tax Preparation, International Trade, Statements, General Ledger..., Great Plains, Accpac, Quickbooks, Annual Reports, Annual Budgets, Corporate Finance, Investment Banking, Non-profits, Revenue Management, Expense Budgeting, Excel, Expense Control, Letters Of Credit, Legal Research, Legal Writing, Notary Public, Legal Documents, Sociology, Accounting, Financial Accounting, Financial Reporting, LexisNexis, Westlaw, Defined Benefit, Retirement Services, Access, Citrix, Payroll Taxes, Payroll, Payroll Administration, State Taxation, Accounts Receivable, Accounts Payable, Financial Planning, Forecasting, Credit, Investments, International Business, General Ledger, Payroll Processing, Quicken, Tax, Invoicing, Financial Analysis
Education
Northeastern University
Master of Business Administration (MBA)
University of Washington 2008 — 2009
University of Delaware 1997 — 2002
Bachelor of Arts
Glasgow High School 1995 — 1997
Isilon Systems, Inc./EMC February 2012 - Present
National Associates, Inc./United Retirement Plan Consultants May 2010 - March 2012
Your Man Friday, Inc September 2009 - May 2010
Washington Mutual Bank December 2005 - May 2008
Signature Yachts September 2004 - December 2005
Fiserv Securities October 2002 - September 2004
Skills
Budgeting, Financial Forecasting, Tax Preparation, International Trade, Statements, General Ledger..., Great Plains, Accpac, Quickbooks, Annual Reports, Annual Budgets, Corporate Finance, Investment Banking, Non-profits, Revenue Management, Expense Budgeting, Excel, Expense Control, Letters Of Credit, Legal Research, Legal Writing, Notary Public, Legal Documents, Sociology, Accounting, Financial Accounting, Financial Reporting, LexisNexis, Westlaw, Defined Benefit, Retirement Services, Access, Citrix, Payroll Taxes, Payroll, Payroll Administration, State Taxation, Accounts Receivable, Accounts Payable, Financial Planning, Forecasting, Credit, Investments, International Business, General Ledger, Payroll Processing, Quicken, Tax, Invoicing, Financial Analysis
Education
Northeastern University
Master of Business Administration (MBA)
University of Washington 2008 — 2009
University of Delaware 1997 — 2002
Bachelor of Arts
Glasgow High School 1995 — 1997
Glenn Aufrichtig's Fiserv Securities Experience 2004 - 2005
Job Senior Vice President, Chief Compliance Officer at the Comprehensive Group
Industry Financial Services
Experience
The Comprehesive Group July 2012 - Present
Garden State Securities 2011 - July 2012
Securities Industry Consulting 2008 - 2011
AIG Advisor Group 2007 - 2008
Goldman Sachs 2006 - 2006
Fiserv Securities 2004 - 2005
Prudential Financial 1997 - 2003
First Investors Corporation 1994 - 1997
Ryan Beck & Co. 1989 - 1993
NASD/FINRA-Dist #10 NY 1987 - 1989
Skills
Mutual Funds, AML, Financial Risk, Internal Audit, Trading, Fixed Annuities, Human Resources, Operations Management, Finance, Investment Advisory, Leadership, Risk Management, Securities, Series 7, Wealth Management
Education
Rutgers, The State University of New Jersey-Newark
BA, Business Administration
The Comprehesive Group July 2012 - Present
Garden State Securities 2011 - July 2012
Securities Industry Consulting 2008 - 2011
AIG Advisor Group 2007 - 2008
Goldman Sachs 2006 - 2006
Fiserv Securities 2004 - 2005
Prudential Financial 1997 - 2003
First Investors Corporation 1994 - 1997
Ryan Beck & Co. 1989 - 1993
NASD/FINRA-Dist #10 NY 1987 - 1989
Skills
Mutual Funds, AML, Financial Risk, Internal Audit, Trading, Fixed Annuities, Human Resources, Operations Management, Finance, Investment Advisory, Leadership, Risk Management, Securities, Series 7, Wealth Management
Education
Rutgers, The State University of New Jersey-Newark
BA, Business Administration
Rudolph, Paul's Fiserv Securities Experience February 2002 - July 2005
Job Vice President Trading Operations at Citadel Securities
Industry Financial Services
Experience
Citadel Securities June 2013 - Present
Citadel Securities July 2005 - June 2013
Citadel Derivatives Group Europe December 2008 - July 2009
FISERV Securities February 2002 - July 2005
Vanguard Investment Group August 1998 - June 2001
Skills
Equities, Securities, Finance, Financial Risk, Trading Systems, Electronic Trading, Fixed Income, Financial Markets, Options, Series 7, Equity Research, Derivatives
Education
Depaul University 2010 — 2013
MBA, Business and Strategy
Gettysburg College 1993 — 1997
Bachelor of Arts (B.A.), Classical and Ancient Studies
Citadel Securities June 2013 - Present
Citadel Securities July 2005 - June 2013
Citadel Derivatives Group Europe December 2008 - July 2009
FISERV Securities February 2002 - July 2005
Vanguard Investment Group August 1998 - June 2001
Skills
Equities, Securities, Finance, Financial Risk, Trading Systems, Electronic Trading, Fixed Income, Financial Markets, Options, Series 7, Equity Research, Derivatives
Education
Depaul University 2010 — 2013
MBA, Business and Strategy
Gettysburg College 1993 — 1997
Bachelor of Arts (B.A.), Classical and Ancient Studies
Joseph Buckley's Fiserv Securities Experience 1999 - 2005
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
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
Tim Sudders's Fiserv Securities Experience 1998 - 2000
Job Account Executive, Fiberlink an IBM Company
Industry Information Technology and Services
Experience
MaaS360 by Fiberlink, an IBM company January 2014 - Present
Iron Mountain January 2013 - November 2013
Iron Mountain June 2011 - December 2012
PC Helps August 2008 - June 2011
Interbay Funding November 2004 - July 2008
PFPC 2000 - 2003
Fiserv Securities 1998 - 2000
Skills
Account Management, Sales, Sales Management, New Business Development, Customer Service, Microsoft Excel, Salesforce.com, Microsoft Office, Outlook, Process Improvement, PowerPoint, Coaching, Microsoft Word, Strategic Planning, Forecasting, Team Building, Direct Sales, Marketing, Project Management, Software Documentation
Education
DeSales University 1994 — 1998
MaaS360 by Fiberlink, an IBM company January 2014 - Present
Iron Mountain January 2013 - November 2013
Iron Mountain June 2011 - December 2012
PC Helps August 2008 - June 2011
Interbay Funding November 2004 - July 2008
PFPC 2000 - 2003
Fiserv Securities 1998 - 2000
Skills
Account Management, Sales, Sales Management, New Business Development, Customer Service, Microsoft Excel, Salesforce.com, Microsoft Office, Outlook, Process Improvement, PowerPoint, Coaching, Microsoft Word, Strategic Planning, Forecasting, Team Building, Direct Sales, Marketing, Project Management, Software Documentation
Education
DeSales University 1994 — 1998
Joe Turk's Fiserv Securities Experience February 2002 - September 2004
Job VP at First Southwest Company
Industry Financial Services
Experience
First Southwest Company September 2005 - Present
Scivantage September 2004 - September 2005
Fiserv Securities February 2002 - September 2004
US Clearing 1990 - 2002
Quick & Reillly 1990 - 2002
Alex Brown & Co. October 1989 - March 1990
Wall Street Clearing February 1987 - October 1989
Securities Settlement Co. February 1980 - February 1987
Bradford Securities Operations February 1973 - February 1980
Walston & Company February 1972 - January 1973
Skills
Series 7, Trading, Outsourcing, Equities, Securities, Capital Markets, Business Relationship..., Series 63, Prime Brokerage, Fixed Income, Bonds, Financial Risk, Wealth Management, Financial Markets, Equity Trading, Financial Services, Risk Management, AML, Series 24, Electronic Trading, FX Options, Options, Banking, Mutual Funds, Asset Management, Portfolio Management, Middle Office, Hedge Funds, Investment Advisory, FINRA, Bloomberg, Trading Systems, Alternative Investments, Investments, Investment Banking, Investment Management, Derivatives, ETFs, Hedging, Asset Allocation, Private Equity, Valuation, Investment Strategies, Structured Products, Bloomberg Terminal, Equity Derivatives, Back Office, Traders, Securities Lending, Foreign Exchange
Education
New York Institute of Technology 1968 — 1975
BS, Business Administration
First Southwest Company September 2005 - Present
Scivantage September 2004 - September 2005
Fiserv Securities February 2002 - September 2004
US Clearing 1990 - 2002
Quick & Reillly 1990 - 2002
Alex Brown & Co. October 1989 - March 1990
Wall Street Clearing February 1987 - October 1989
Securities Settlement Co. February 1980 - February 1987
Bradford Securities Operations February 1973 - February 1980
Walston & Company February 1972 - January 1973
Skills
Series 7, Trading, Outsourcing, Equities, Securities, Capital Markets, Business Relationship..., Series 63, Prime Brokerage, Fixed Income, Bonds, Financial Risk, Wealth Management, Financial Markets, Equity Trading, Financial Services, Risk Management, AML, Series 24, Electronic Trading, FX Options, Options, Banking, Mutual Funds, Asset Management, Portfolio Management, Middle Office, Hedge Funds, Investment Advisory, FINRA, Bloomberg, Trading Systems, Alternative Investments, Investments, Investment Banking, Investment Management, Derivatives, ETFs, Hedging, Asset Allocation, Private Equity, Valuation, Investment Strategies, Structured Products, Bloomberg Terminal, Equity Derivatives, Back Office, Traders, Securities Lending, Foreign Exchange
Education
New York Institute of Technology 1968 — 1975
BS, Business Administration
Jennifer Koszta's Fiserv Securities Experience 2003 - 2004
Job Middle Office Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities April 2015 - Present
Och-Ziff Capital Management October 2013 - January 2015
Goldman Sachs 2006 - October 2013
State Street Bank 2004 - 2006
Fiserv Securities 2003 - 2004
Education
Wagner College 2009 — 2011
MBA - Health Care Administration
Wagner College 2004 — 2006
MBA, Business Administration and Management, General
Saint John's University 2002 — 2004
BA, Finance
State University of New York College at Oneonta 2000 — 2002
Notre Dame Academy 1996 — 2000
St. Joseph's Hill Academy
Wells Fargo Securities April 2015 - Present
Och-Ziff Capital Management October 2013 - January 2015
Goldman Sachs 2006 - October 2013
State Street Bank 2004 - 2006
Fiserv Securities 2003 - 2004
Education
Wagner College 2009 — 2011
MBA - Health Care Administration
Wagner College 2004 — 2006
MBA, Business Administration and Management, General
Saint John's University 2002 — 2004
BA, Finance
State University of New York College at Oneonta 2000 — 2002
Notre Dame Academy 1996 — 2000
St. Joseph's Hill Academy
Christopher Calhoun's Fiserv Securities Experience January 1994 - May 1996
Job AVP at Delaware Investments
Industry Financial Services
Experience
Delaware Investments May 1996 - Present
Fiserv Securities January 1994 - May 1996
Skills
Business Analysis, Mutual Funds, Series 7, Fixed Income, Relationship Management, Alternative Investments, Financial Services, Asset Allocation, Securities, Investments, Equities
Education
Drexel University - LeBow College of Business 1999 — 2003
MBA, Finance
University of Miami 1989 — 1993
BBA, Economics and Marketing
Delaware Investments May 1996 - Present
Fiserv Securities January 1994 - May 1996
Skills
Business Analysis, Mutual Funds, Series 7, Fixed Income, Relationship Management, Alternative Investments, Financial Services, Asset Allocation, Securities, Investments, Equities
Education
Drexel University - LeBow College of Business 1999 — 2003
MBA, Finance
University of Miami 1989 — 1993
BBA, Economics and Marketing
Jon Parsons's Fiserv Securities Experience August 1999 - March 2005
Job Wealth Management Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2010 - Present
The GMS Group June 2009 - May 2010
Fidelity Capital Markets March 2005 - January 2009
Fiserv Securities August 1999 - March 2005
Delaware Investments January 1997 - January 1999
Skills
Direct Sales, Client Relationship..., Financial Management, Financial Markets, Financial Planning, Financial Analysis, Trading, Fixed Income, Fixed Income Products, Wholesale, Wholesaling, Stock Market, Stock Picking
Education
Purdue University 1991 — 1995
BA, Sociology
Merrill Lynch April 2010 - Present
The GMS Group June 2009 - May 2010
Fidelity Capital Markets March 2005 - January 2009
Fiserv Securities August 1999 - March 2005
Delaware Investments January 1997 - January 1999
Skills
Direct Sales, Client Relationship..., Financial Management, Financial Markets, Financial Planning, Financial Analysis, Trading, Fixed Income, Fixed Income Products, Wholesale, Wholesaling, Stock Market, Stock Picking
Education
Purdue University 1991 — 1995
BA, Sociology
Dennis O'Gara's Fiserv Securities Experience July 1987 - February 2006
Job Principal Examiner at FINRA
Industry Financial Services
Experience
FINRA, New York, NY November 2009 - Present
Financial Industry Technical Services, Inc. January 2009 - December 2009
Fidelity Investments March 2006 - November 2008
Fiserv Securities July 1987 - February 2006
Education
University of Michigan - Stephen M. Ross School of Business 1977 — 1980
MBA, Finance
Philadelphia University 1974 — 1977
BS, Accounting
FINRA, New York, NY November 2009 - Present
Financial Industry Technical Services, Inc. January 2009 - December 2009
Fidelity Investments March 2006 - November 2008
Fiserv Securities July 1987 - February 2006
Education
University of Michigan - Stephen M. Ross School of Business 1977 — 1980
MBA, Finance
Philadelphia University 1974 — 1977
BS, Accounting
Bob Tomarelli's Fiserv Securities Experience January 2005 - February 2006
Job Senior Economist at IHS Global Insight
Industry Information Services
Experience
IHS September 2011 - February 2014
IHS Global Insight August 2008 - September 2011
Fiserv Securities January 2005 - February 2006
Skills
Analysis, Econometrics, Forecasting, Research, Economic Research, Economics, SAS, Data Analysis, Statistics, Statistical Modeling, Microsoft Excel, Eviews, Quantitative Research, International Economics, Economic Forecasting, Quantitative Analytics, Analytics, Time Series Analysis, SQL, Excel, Microsoft Office, R
Education
The George Washington University 2001 — 2008
B.A., Economics
IHS September 2011 - February 2014
IHS Global Insight August 2008 - September 2011
Fiserv Securities January 2005 - February 2006
Skills
Analysis, Econometrics, Forecasting, Research, Economic Research, Economics, SAS, Data Analysis, Statistics, Statistical Modeling, Microsoft Excel, Eviews, Quantitative Research, International Economics, Economic Forecasting, Quantitative Analytics, Analytics, Time Series Analysis, SQL, Excel, Microsoft Office, R
Education
The George Washington University 2001 — 2008
B.A., Economics
Frank Milea's Fiserv Securities Experience April 2004 - December 2005
Job Financial Services Professional
Industry Financial Services
Experience
RBC Capital Markets June 2008 - September 2009
Deutsche Bank April 2006 - December 2007
Fiserv Securities April 2004 - December 2005
Fortis Investments April 2002 - December 2003
Banca Imi Securities January 2000 - December 2001
HSBC Securities Inc January 1995 - January 2000
Education
City University of New York-Brooklyn College
RBC Capital Markets June 2008 - September 2009
Deutsche Bank April 2006 - December 2007
Fiserv Securities April 2004 - December 2005
Fortis Investments April 2002 - December 2003
Banca Imi Securities January 2000 - December 2001
HSBC Securities Inc January 1995 - January 2000
Education
City University of New York-Brooklyn College
Michele Hall's Fiserv Securities Experience February 2003 - January 2004
Job Skilled management professional with a track record of success, account management and regulatory compliance
Industry Accounting
Experience
Asset Management Specialists October 2010 - January 2015
K. Duncan & Company September 2004 - October 2010
Fiserv Securities February 2003 - January 2004
Skills
Accounting, Financial Analysis, Auditing, Accounts Payable, Microsoft Office, Property Management, Asset Management, Invoicing, Real Estate, REO, HUD invoicing, Yardi Property..., SAMS, Vorticity, QuickBooks, Accounts Receivable, Financial Reporting, HUD, Customer Service, Microsoft Excel
Education
Rutgers University 1999 — 2002
Bachelor's degree, Finance, General
Community College of Philadelphia 1998 — 1999
Asset Management Specialists October 2010 - January 2015
K. Duncan & Company September 2004 - October 2010
Fiserv Securities February 2003 - January 2004
Skills
Accounting, Financial Analysis, Auditing, Accounts Payable, Microsoft Office, Property Management, Asset Management, Invoicing, Real Estate, REO, HUD invoicing, Yardi Property..., SAMS, Vorticity, QuickBooks, Accounts Receivable, Financial Reporting, HUD, Customer Service, Microsoft Excel
Education
Rutgers University 1999 — 2002
Bachelor's degree, Finance, General
Community College of Philadelphia 1998 — 1999
Eileen Budnick's Fiserv Securities Experience May 2003 - September 2004
Job Accounting Professional
Industry Accounting
Experience
Clemens Construction Company November 2004 - April 2010
FiServ Securities May 2003 - September 2004
Cohen, Seglias, Pallas, Greenhall, Furman November 2001 - October 2002
Skills
Journal Entries, Accounts Payable, General Ledger, Reconciliation, Payroll, Statements, Tax, Account Reconciliation, Reconciliations, Accounting, Bookkeeping, Reconciling, Job Costing, Sales Tax, Variance Analysis, Balance, Payroll Processing, Expenses, Excel, Cash
Education
Community College of Philadelphia 1996 — 1997
Associates, Accounting
Clemens Construction Company November 2004 - April 2010
FiServ Securities May 2003 - September 2004
Cohen, Seglias, Pallas, Greenhall, Furman November 2001 - October 2002
Skills
Journal Entries, Accounts Payable, General Ledger, Reconciliation, Payroll, Statements, Tax, Account Reconciliation, Reconciliations, Accounting, Bookkeeping, Reconciling, Job Costing, Sales Tax, Variance Analysis, Balance, Payroll Processing, Expenses, Excel, Cash
Education
Community College of Philadelphia 1996 — 1997
Associates, Accounting
CHERYL SINGLETON's Fiserv Securities Experience 1999 - 2006
Job Financial Services Professional
Industry Financial Services
Experience
Fiserv Securities 1999 - 2006
Skills
Fixed Income, Risk Management, Banking, Securities
Education
University of Phoenix
BS, Business Administration
Fiserv Securities 1999 - 2006
Skills
Fixed Income, Risk Management, Banking, Securities
Education
University of Phoenix
BS, Business Administration
Tenetta Scott's Fiserv Securities Experience March 1998 - May 2004
Job Financial Services Professional
Industry Financial Services
Experience
School District of Philadelphia April 2012 - Present
US Census Bureau April 2010 - August 2010
Drinker Biddle & Reath LLP November 1996 - December 2009
Fidelity National Financial June 2004 - December 2005
Fiserv Securities March 1998 - May 2004
Education
Keller Graduate School of Management of DeVry University 2010 — 2014
Masters, Accounting and Financial Mangement
Temple University 1988 — 1992
Bachelors Administration, Finance
School District of Philadelphia April 2012 - Present
US Census Bureau April 2010 - August 2010
Drinker Biddle & Reath LLP November 1996 - December 2009
Fidelity National Financial June 2004 - December 2005
Fiserv Securities March 1998 - May 2004
Education
Keller Graduate School of Management of DeVry University 2010 — 2014
Masters, Accounting and Financial Mangement
Temple University 1988 — 1992
Bachelors Administration, Finance
Raghu Mattewada's Fiserv Securities Experience July 2004 - May 2005
Job Applications QA Bank of America
Industry Investment Banking
Experience
Bank of America Merrill Lynch March 2013 - Present
Citigroup October 2011 - January 2013
Barclays Capital April 2010 - September 2011
Bank of America July 2006 - March 2010
AIG September 2005 - July 2006
Newyork Mercantile Exchange May 2005 - September 2005
Fiserv Securities July 2004 - May 2005
Skills
SDLC, Unix, SQL, Perl, Quality Center, JIRA, LoadRunner, QTP
Education
University of South Alabama
Master's degree
Bank of America Merrill Lynch March 2013 - Present
Citigroup October 2011 - January 2013
Barclays Capital April 2010 - September 2011
Bank of America July 2006 - March 2010
AIG September 2005 - July 2006
Newyork Mercantile Exchange May 2005 - September 2005
Fiserv Securities July 2004 - May 2005
Skills
SDLC, Unix, SQL, Perl, Quality Center, JIRA, LoadRunner, QTP
Education
University of South Alabama
Master's degree
Gamy Huynh's Fiserv Securities Experience September 2002 - March 2003
Job R&D Pilot Line/ Program Manager at Alloy Surfaces
Industry Defense & Space
Experience
Alloy Surfaces April 2005 - Present
Fiserv Securities September 2002 - March 2003
Community College of Philadelphia September 2001 - March 2002
Skills
Project Management, Lean Six Sigma- Yellow..., Quality Assurance, Telecommunications, Cross-functional Team..., Microsoft Office, Software Documentation, Troubleshooting, Lean Manufacturing, Manufacturing, Program Management, Six Sigma, 5S, Access, Budgets, Continuous Improvement, DoD, Engineering, Management, Operations Management, Process Engineering, Process Improvement, Product Development, Root Cause Analysis, Systems Engineering, Testing
Education
Drexel University 1999 — 2004
Bachelor of Science in Business and Administration, Management Information Systems, International Business, and Marketing
University of Delaware
Alloy Surfaces April 2005 - Present
Fiserv Securities September 2002 - March 2003
Community College of Philadelphia September 2001 - March 2002
Skills
Project Management, Lean Six Sigma- Yellow..., Quality Assurance, Telecommunications, Cross-functional Team..., Microsoft Office, Software Documentation, Troubleshooting, Lean Manufacturing, Manufacturing, Program Management, Six Sigma, 5S, Access, Budgets, Continuous Improvement, DoD, Engineering, Management, Operations Management, Process Engineering, Process Improvement, Product Development, Root Cause Analysis, Systems Engineering, Testing
Education
Drexel University 1999 — 2004
Bachelor of Science in Business and Administration, Management Information Systems, International Business, and Marketing
University of Delaware