InvestLink Technologies
Industry: Company
DescriptionFounded: 1997 Parent organization: ASPire Financial Services, LLC
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InvestLink Technologies Employees
Employee
Years
Job
Industry
Rob Crotty Rob Crotty's InvestLink Technologies Experience October 2007 - July 2009
Job Education Solutions Specialist at EMC
Industry Marketing and Advertising
Experience
EMC July 2013 - Present
Direxxis, Inc. April 2012 - May 2013
Insperity February 2010 - July 2011
InvestLink Technologies October 2007 - July 2009
Principal Financial Group 2005 - 2007
The Retirement Plan Company LLC 2002 - 2005
GoldK 2000 - 2004
Skills
401k, SaaS, Account Management, Lead Generation, New Business Development, Employee Benefits, Sales, Sales Process, Marketing, Strategic Partnerships, Cold Calling, Direct Sales, Training, Strategy, Management, Salesforce.com
Education
Massachusetts College of Liberal Arts 1993 — 1996
BA
EMC July 2013 - Present
Direxxis, Inc. April 2012 - May 2013
Insperity February 2010 - July 2011
InvestLink Technologies October 2007 - July 2009
Principal Financial Group 2005 - 2007
The Retirement Plan Company LLC 2002 - 2005
GoldK 2000 - 2004
Skills
401k, SaaS, Account Management, Lead Generation, New Business Development, Employee Benefits, Sales, Sales Process, Marketing, Strategic Partnerships, Cold Calling, Direct Sales, Training, Strategy, Management, Salesforce.com
Education
Massachusetts College of Liberal Arts 1993 — 1996
BA
Catherine (Catherine Gill) Lucchino Catherine (Catherine Gill) Lucchino's InvestLink Technologies Experience 2009 - 2010
Job Global HRO Delivery Lead and Project Manager WFA, Compensation & Benefits at IBM
Industry Human Resources
Experience
IBM July 2012 - Present
IBM Global Process Services Delivery August 2010 - Present
Pershing May 2010 - August 2010
InvestLink Technologies 2009 - 2010
ACS May 2005 - January 2009
Affiliated Computer Services August 2003 - May 2005
Mellon HR Solutions February 2002 - August 2003
Mellon HR Solutions January 1994 - February 2002
Skills
Vendor Management, OMNI, 401k, Benefits Administration, Internal Audit, Outsourcing, Pensions, Benefits, Defined Benefit, Employee Benefits, Project Management, Change Management, Mergers & Acquisitions, Business Analysis, Risk Management, SDLC, Program Management, Service Delivery, BPaaS, Leadership, CRM, Strategy, Management
Education
St. John's University, The Peter J. Tobin College of Business 1995 — 2002
BS, Business Management
IBM July 2012 - Present
IBM Global Process Services Delivery August 2010 - Present
Pershing May 2010 - August 2010
InvestLink Technologies 2009 - 2010
ACS May 2005 - January 2009
Affiliated Computer Services August 2003 - May 2005
Mellon HR Solutions February 2002 - August 2003
Mellon HR Solutions January 1994 - February 2002
Skills
Vendor Management, OMNI, 401k, Benefits Administration, Internal Audit, Outsourcing, Pensions, Benefits, Defined Benefit, Employee Benefits, Project Management, Change Management, Mergers & Acquisitions, Business Analysis, Risk Management, SDLC, Program Management, Service Delivery, BPaaS, Leadership, CRM, Strategy, Management
Education
St. John's University, The Peter J. Tobin College of Business 1995 — 2002
BS, Business Management
Meredith Bloom Meredith Bloom's InvestLink Technologies Experience June 1998 - August 1999
Job Purchasing Agent at Sir Speedy of Westbury Hauppauge Melville
Industry Printing
Experience
Sir Speedy of Westbury - Hauppauge - Melville September 2001 - Present
NYC Department of Education September 1999 - September 2001
InvestLink Technologies June 1998 - August 1999
PwC June 1997 - June 1998
Skills
Purchasing, Procurement, Purchase Management
Education
SUNY Albany 1993 — 1997
Masters in Business Communication, Organizational Communication
Sir Speedy of Westbury - Hauppauge - Melville September 2001 - Present
NYC Department of Education September 1999 - September 2001
InvestLink Technologies June 1998 - August 1999
PwC June 1997 - June 1998
Skills
Purchasing, Procurement, Purchase Management
Education
SUNY Albany 1993 — 1997
Masters in Business Communication, Organizational Communication
Pete Kirtland Pete Kirtland's InvestLink Technologies Experience October 1999 - October 2001
Job President and CEO, Aspire Financial Services, LLC
Industry Financial Services
Experience
Aspire Financial Services, LLC July 2002 - Present
InvestLink Technologies October 1999 - October 2001
LarsonAllen April 1997 - October 1999
Coopers & Lybrand February 1989 - April 1997
Skills
401k, Retirement, Retirement Planning, Investments, Financial Services, Mutual Funds, Retirement Plan..., Employee Benefits, Wealth Management, Profit Sharing, Asset Allocation, Investment Advisory, IRAs, Securities, Pensions, Financial Advisory, Investment Management, ERISA, 403 b, Strategic Financial..., Pension Administration, Relationship Management, Defined Contribution, Qualified Retirement..., Roth IRA, Alternative Investments, Financial Planners, Fixed Annuities, Investment Strategies, 401k Rollovers, Investment Advisory..., Equities, Payroll Deduct IRA, Defined Benefit
Education
Penn State University 1984 — 1988
Bachelor's Degree, Finance
Aspire Financial Services, LLC July 2002 - Present
InvestLink Technologies October 1999 - October 2001
LarsonAllen April 1997 - October 1999
Coopers & Lybrand February 1989 - April 1997
Skills
401k, Retirement, Retirement Planning, Investments, Financial Services, Mutual Funds, Retirement Plan..., Employee Benefits, Wealth Management, Profit Sharing, Asset Allocation, Investment Advisory, IRAs, Securities, Pensions, Financial Advisory, Investment Management, ERISA, 403 b, Strategic Financial..., Pension Administration, Relationship Management, Defined Contribution, Qualified Retirement..., Roth IRA, Alternative Investments, Financial Planners, Fixed Annuities, Investment Strategies, 401k Rollovers, Investment Advisory..., Equities, Payroll Deduct IRA, Defined Benefit
Education
Penn State University 1984 — 1988
Bachelor's Degree, Finance
Sandeep Sharda Sandeep Sharda's InvestLink Technologies Experience October 2001 - Present
Job Sr. Software Developer/DBA at InvestLink Technologies
Industry Financial Services
Experience
InvestLink Technologies October 2001 - Present
Skills
SQL Server, SQL Tuning, Web Services, XML, .NET, ASP.NET, Microsoft SQL Server, IIS, Database Design, Visual Studio, ETL
Education
University of Mumbai
Bachelors in Engineering, Computers
InvestLink Technologies October 2001 - Present
Skills
SQL Server, SQL Tuning, Web Services, XML, .NET, ASP.NET, Microsoft SQL Server, IIS, Database Design, Visual Studio, ETL
Education
University of Mumbai
Bachelors in Engineering, Computers
Steve Kerrick Steve Kerrick's InvestLink Technologies Experience October 2002 - April 2004
Job VP Product Delivery at Gain Capital
Industry Financial Services
Experience
Gain Capital 2006 - Present
The Reserve Funds October 2005 - October 2006
First Data Corporation May 2004 - October 2005
InvestLink Technologies October 2002 - April 2004
InvestLink Technologies August 2000 - October 2002
PwC July 1998 - June 2000
Education
Lehigh University - College of Business and Economics 1995 — 1997
MBA, Management
Fairleigh Dickinson University-College at Florham 1991 — 1995
Bachelor of Science (BS), Marketing
Gain Capital 2006 - Present
The Reserve Funds October 2005 - October 2006
First Data Corporation May 2004 - October 2005
InvestLink Technologies October 2002 - April 2004
InvestLink Technologies August 2000 - October 2002
PwC July 1998 - June 2000
Education
Lehigh University - College of Business and Economics 1995 — 1997
MBA, Management
Fairleigh Dickinson University-College at Florham 1991 — 1995
Bachelor of Science (BS), Marketing
MaryAnn Colistra's InvestLink Technologies Experience December 2008 - March 2010
Job Benefits Administration
Industry Human Resources
Experience
Federal Reserve Bank of New York October 2013 - Present
Xerox HR Solutions October 2010 - October 2013
InvestLink Technologies December 2008 - March 2010
Boston College January 2008 - January 2009
ACS, a Xerox Company September 2005 - November 2008
Skills
Business Analysis, 401k, Employee Benefits, CRM, HRIS, Benefits Administration, Human Resources, Defined Contribution, BPO, Research, Public Relations, Microsoft Excel, Outsourcing, Deferred Compensation, ERISA, Manage Client..., Payroll
Education
Boston College 2002 — 2005
BA, Economics, Minor in History
CGHS
Federal Reserve Bank of New York October 2013 - Present
Xerox HR Solutions October 2010 - October 2013
InvestLink Technologies December 2008 - March 2010
Boston College January 2008 - January 2009
ACS, a Xerox Company September 2005 - November 2008
Skills
Business Analysis, 401k, Employee Benefits, CRM, HRIS, Benefits Administration, Human Resources, Defined Contribution, BPO, Research, Public Relations, Microsoft Excel, Outsourcing, Deferred Compensation, ERISA, Manage Client..., Payroll
Education
Boston College 2002 — 2005
BA, Economics, Minor in History
CGHS
Bill Hudock's InvestLink Technologies Experience October 2005 - November 2011
Job Management Consultant at Financial Industry Technical Services, Inc. (FITS)
Industry Management Consulting
Experience
Financial Industry Technical Services, Inc. (FITS-Inc.) March 2015 - Present
Aspire Financial Services November 2011 - March 2015
InvestLink Technologies October 2005 - November 2011
Affiliated Computer Services (acquired Mellon Bank HRIS) January 1999 - October 2005
Mellon Bank (acquired Dreyfus Retirement Services) December 1997 - December 1998
Dreyfus Retirement Services July 1995 - December 1997
Bankers Trust January 1994 - July 1995
Skills
Pensions, Customer Service, Management, Employee Benefits, Human Resources, Analysis, 401k, Operations Management, Microsoft Excel, Business Analysis, Investments, Outsourcing, Budgets, Risk Management, Mutual Funds, Vendor Management, Finance, Process Improvement, Financial Services
Education
Saint Thomas Aquinas College 1980 — 1984
Bachelor of Science (BS), Finance, General
High School 1976 — 1980
Financial Industry Technical Services, Inc. (FITS-Inc.) March 2015 - Present
Aspire Financial Services November 2011 - March 2015
InvestLink Technologies October 2005 - November 2011
Affiliated Computer Services (acquired Mellon Bank HRIS) January 1999 - October 2005
Mellon Bank (acquired Dreyfus Retirement Services) December 1997 - December 1998
Dreyfus Retirement Services July 1995 - December 1997
Bankers Trust January 1994 - July 1995
Skills
Pensions, Customer Service, Management, Employee Benefits, Human Resources, Analysis, 401k, Operations Management, Microsoft Excel, Business Analysis, Investments, Outsourcing, Budgets, Risk Management, Mutual Funds, Vendor Management, Finance, Process Improvement, Financial Services
Education
Saint Thomas Aquinas College 1980 — 1984
Bachelor of Science (BS), Finance, General
High School 1976 — 1980
Vincent Miller's InvestLink Technologies Experience 1997 - 2001
Job CIO / Software Developer / Data Management Architect / Technology & Security Strategist
Industry Computer Software
Experience
GMS January 2012 - Present
Titan Technology Group July 2011 - February 2014
RVM Inc. November 2010 - July 2011
Vin Miller Consulting May 2000 - November 2010
InvestLink Technologies 1997 - 2001
MDRC 1996 - 1997
Population Council 1992 - 1995
Skills
Microsoft SQL Server, .NET, C#, ASP.NET, VB.NET, Databases, JavaScript, WCF, Agile Methodologies, Web Services, Visual Basic, jQuery, IIS, CSS, Scrum, ASP, Web Development, OOP, Design Patterns, Database Design, Software Development, Mobile Applications, Web Applications
Education
Boston College 1986 — 1990
BA, History
Boston College
GMS January 2012 - Present
Titan Technology Group July 2011 - February 2014
RVM Inc. November 2010 - July 2011
Vin Miller Consulting May 2000 - November 2010
InvestLink Technologies 1997 - 2001
MDRC 1996 - 1997
Population Council 1992 - 1995
Skills
Microsoft SQL Server, .NET, C#, ASP.NET, VB.NET, Databases, JavaScript, WCF, Agile Methodologies, Web Services, Visual Basic, jQuery, IIS, CSS, Scrum, ASP, Web Development, OOP, Design Patterns, Database Design, Software Development, Mobile Applications, Web Applications
Education
Boston College 1986 — 1990
BA, History
Boston College
Paul Canino's InvestLink Technologies Experience May 2001 - March 2004
Job Program Manager ZOLL data system
Industry Computer Software
Experience
ZOLL data systme Program ManagerZoll data systems2004 - Present
ZOLL 2004 - Present
BIO-key International 2004 - 2007
InvestLink Technologies May 2001 - March 2004
Education
The Chubb Institute 2000 — 2001
Buisness Programming, Software development
Nassau Community College 1989 — 1991
ZOLL data systme Program ManagerZoll data systems2004 - Present
ZOLL 2004 - Present
BIO-key International 2004 - 2007
InvestLink Technologies May 2001 - March 2004
Education
The Chubb Institute 2000 — 2001
Buisness Programming, Software development
Nassau Community College 1989 — 1991
Robert Sullivan's InvestLink Technologies Experience September 1996 - August 2003
Job Vice President, Strategic Solutions at Broadridge Financial Solutions
Industry Financial Services
Experience
Broadridge Financial Solutions October 2013 - Present
Broadridge Financial Solutions May 2011 - October 2013
Broadridge Financial Solutions October 2006 - May 2011
NYU SCPS July 2006 - June 2009
UBS May 2004 - October 2006
InvestLink Technologies September 1996 - August 2003
Bankers Trust 1993 - 1996
Skills
Mutual Funds, Financial Services, Retirement Planning, Business Development, Generating Revenue, Relationship Marketing, Data Warehousing, Outsourced Solutions, Capital Markets, Equities, Finance, Financial Planning, Fixed Income, Investments, Management, Sales, Securities, Series 63, Series 7, Strategic Financial..., Strategic Planning, Strategy, Vendor Management, Wealth Management
Education
Fordham University - Graduate School of Business Administration 1996 — 2001
MBA, Accounting
Fordham University 1984 — 1987
BS, Finance
Broadridge Financial Solutions October 2013 - Present
Broadridge Financial Solutions May 2011 - October 2013
Broadridge Financial Solutions October 2006 - May 2011
NYU SCPS July 2006 - June 2009
UBS May 2004 - October 2006
InvestLink Technologies September 1996 - August 2003
Bankers Trust 1993 - 1996
Skills
Mutual Funds, Financial Services, Retirement Planning, Business Development, Generating Revenue, Relationship Marketing, Data Warehousing, Outsourced Solutions, Capital Markets, Equities, Finance, Financial Planning, Fixed Income, Investments, Management, Sales, Securities, Series 63, Series 7, Strategic Financial..., Strategic Planning, Strategy, Vendor Management, Wealth Management
Education
Fordham University - Graduate School of Business Administration 1996 — 2001
MBA, Accounting
Fordham University 1984 — 1987
BS, Finance
Tamara Botta's InvestLink Technologies Experience April 2001 - April 2002
Job Data Modeler, Business and Data Analyst Independent Consultant at Bank of TokyoMitsubishi (MUFG)
Industry Financial Services
Experience
Bank of Tokyo-Mitsubishi UFJ July 2013 - Present
Information Designers, Inc. October 1996 - Present
Morgan Stanley March 2012 - May 2013
AIG August 2011 - February 2012
Bank of America February 2010 - July 2011
Gary Segal Architects, LLC February 2009 - January 2010
Lehman Brothers/Barclays Bank November 2007 - December 2008
Policy Administration Solutions, Inc June 2006 - October 2007
Credit Suisse First Boston February 1998 - January 2003
InvestLink Technologies April 2001 - April 2002
Skills
ETL, Data Warehousing, Enterprise Architecture, Business Analysis, Microsoft SQL Server, Requirements Analysis, Databases, Unix, SQL, Perl, T-SQL, DB2, Linux, Sybase
Education
New York University
Master of Science, Computer Science
Bank of Tokyo-Mitsubishi UFJ July 2013 - Present
Information Designers, Inc. October 1996 - Present
Morgan Stanley March 2012 - May 2013
AIG August 2011 - February 2012
Bank of America February 2010 - July 2011
Gary Segal Architects, LLC February 2009 - January 2010
Lehman Brothers/Barclays Bank November 2007 - December 2008
Policy Administration Solutions, Inc June 2006 - October 2007
Credit Suisse First Boston February 1998 - January 2003
InvestLink Technologies April 2001 - April 2002
Skills
ETL, Data Warehousing, Enterprise Architecture, Business Analysis, Microsoft SQL Server, Requirements Analysis, Databases, Unix, SQL, Perl, T-SQL, DB2, Linux, Sybase
Education
New York University
Master of Science, Computer Science
Karim Tachach's InvestLink Technologies Experience Software DeveloperInvestLink2000 - Present
Job Senior programmer/Analyst at InvestLink Technologies
Industry Computer Software
Experience
InvestLink Technologies Software DeveloperInvestLink2000 - Present
Skills
Microsoft SQL Server, SQL, Visual Studio, VB.NET, .NET, C#, T-SQL
Education
Conservatoire National des Arts et Métiers
Bachelor of Applied Science (B.A.Sc.), Computer Science
Saint Joseph's University
Bachelor's degree, Business Administration
InvestLink Technologies Software DeveloperInvestLink2000 - Present
Skills
Microsoft SQL Server, SQL, Visual Studio, VB.NET, .NET, C#, T-SQL
Education
Conservatoire National des Arts et Métiers
Bachelor of Applied Science (B.A.Sc.), Computer Science
Saint Joseph's University
Bachelor's degree, Business Administration
Andrew Pincus's InvestLink Technologies Experience January 1998 - June 2000
Job Project Manager SVP at Citi
Industry Financial Services
Experience
Citi October 2006 - Present
The Reserve August 2005 - October 2006
DA2 Consulting LLC June 2000 - July 2005
InvestLink Technologies January 1998 - June 2000
Union Bank of Switzerland June 1993 - December 1997
Equitable Capital June 1989 - June 1993
Bank Bumi Daya March 1987 - June 1989
Skills
Project Management, Quality Assurance, Business Analysis, System Conversion, RFP, Business Objects, Quality Center, Software Project..., Business Requirements
Education
Seton Hall University 1995 — 1998
Master of Business Administration (M.B.A.), Information Systems
University of Maryland College Park 1982 — 1986
Bachelor of Arts (BA), Economics
Citi October 2006 - Present
The Reserve August 2005 - October 2006
DA2 Consulting LLC June 2000 - July 2005
InvestLink Technologies January 1998 - June 2000
Union Bank of Switzerland June 1993 - December 1997
Equitable Capital June 1989 - June 1993
Bank Bumi Daya March 1987 - June 1989
Skills
Project Management, Quality Assurance, Business Analysis, System Conversion, RFP, Business Objects, Quality Center, Software Project..., Business Requirements
Education
Seton Hall University 1995 — 1998
Master of Business Administration (M.B.A.), Information Systems
University of Maryland College Park 1982 — 1986
Bachelor of Arts (BA), Economics
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY