InvestTech Systems Consulting
Industry: Company
DescriptionFounded: 1993 Parent organization: Accenture
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InvestTech Systems Consulting Employees
Employee
Years
Job
Industry
Scott Knous Scott Knous's InvestTech Systems Consulting Experience August 2015 - Present
Job Sr. Manager, EDM Practice Lead at InvestTech Systems Consulting
Industry Financial Services
Experience
InvestTech Systems Consulting August 2015 - Present
Skills
Financial Services, Equities, Fixed Income, Asset Managment, Hedge Funds, Business Analysis, Capital Markets, Product Management, Portfolio Management, Trading, Derivatives, Securities, Management, Project Portfolio..., Management Consulting, Start-ups, Asset Management, Risk Management, Program Management, Finance
Education
Babson College - Franklin W. Olin Graduate School of Business 1996 — 1998
Bentley College - Elkin B. McCallum Graduate School of Business 1989 — 1993
Master's Science
Lake Forest College 1981 — 1985
BA
InvestTech Systems Consulting August 2015 - Present
Skills
Financial Services, Equities, Fixed Income, Asset Managment, Hedge Funds, Business Analysis, Capital Markets, Product Management, Portfolio Management, Trading, Derivatives, Securities, Management, Project Portfolio..., Management Consulting, Start-ups, Asset Management, Risk Management, Program Management, Finance
Education
Babson College - Franklin W. Olin Graduate School of Business 1996 — 1998
Bentley College - Elkin B. McCallum Graduate School of Business 1989 — 1993
Master's Science
Lake Forest College 1981 — 1985
BA
Pamela Bloom Pamela Bloom's InvestTech Systems Consulting Experience October 2008 - Present
Job Practice Manager Alternative Investments, InvestTech Systems Consulting
Industry Financial Services
Experience
InvestTech Systems Consulting October 2008 - Present
Corporate Services Consulting May 2009 - October 2013
Ares Management 2001 - August 2008
Skills
Fixed Income, Hedge Funds, Portfolio Management, Strategy, CRM, Alternative Investments, Bloomberg, Data Warehousing, Asset Managment, Management, Options, Project Management, Asset Management, Investment Management, Analytics, Syndicated Loans, Performance, Performance Measurement, Private Equity, Outsourcing vs. In..., Investments, Trading, Analysis, Financial Services, Back Office, Requirements Gathering, buy side technology...
Education
University of Arizona 1980 — 1984
BSBA, Accounting
InvestTech Systems Consulting October 2008 - Present
Corporate Services Consulting May 2009 - October 2013
Ares Management 2001 - August 2008
Skills
Fixed Income, Hedge Funds, Portfolio Management, Strategy, CRM, Alternative Investments, Bloomberg, Data Warehousing, Asset Managment, Management, Options, Project Management, Asset Management, Investment Management, Analytics, Syndicated Loans, Performance, Performance Measurement, Private Equity, Outsourcing vs. In..., Investments, Trading, Analysis, Financial Services, Back Office, Requirements Gathering, buy side technology...
Education
University of Arizona 1980 — 1984
BSBA, Accounting
Sylvain Pendaries Sylvain Pendaries's InvestTech Systems Consulting Experience April 2014 - Present
Job Financial Services | Enterprise Data Management | Enterprise Architecture | Transformation Management
Industry Financial Services
Experience
InvestTech Systems Consulting April 2014 - Present
PSP Investments January 2013 - March 2014
La Caisse de depôt et placement du Québec March 2011 - January 2013
SP49 Partners March 2009 - March 2011
SP49 Partners March 2009 - February 2011
Natixis CIB July 2007 - February 2009
Caisse des dépôts (CDC Ixis) December 2002 - June 2007
Societe Generale Americas June 2000 - November 2002
Societe Generale Canada February 2000 - July 2000
Societe Generale Americas March 1999 - January 2000
Skills
Investment Banking, Leadership Development, Technology Development, IT Strategy, Governance, Enterprise Architecture, ITIL, SDLC, Data Management, Master Data Management, Data Governance, Fixed Income, Equities, Private Equity, Derivatives, Virtualization, Project Management, IT Management, Change Management, Risk Management, Disaster Recovery, Business Continuity, Management Consulting, Business Intelligence, Integration, Data Warehousing, Business Analysis, Solution Architecture, SOA, Outsourcing, Banking, CRM, IT Service Management, Project Portfolio..., Software Development, Enterprise Software, Strategy, Scrum, PMO, Management, Technology Management, Mergers & Acquisitions, Business Strategy, Leadership, Cross-functional Team..., Business Development, Business Transformation, Executive Management, Analytics, Consulting
Education
University of California, Irvine 2014 — 2014
Certificate of Accomplishment, The Power of Macroeconomics: Economic Principles in the Real World
New York University 2003 — 2003
Certificate, Capital Markets
Université Pierre et Marie Curie (Paris VI) 1986 — 1987
DEA (Pre-PhD), Artificial Intelligence
Université Pierre et Marie Curie (Paris VI) 1985 — 1986
Master's Degree, Computer Science
InvestTech Systems Consulting April 2014 - Present
PSP Investments January 2013 - March 2014
La Caisse de depôt et placement du Québec March 2011 - January 2013
SP49 Partners March 2009 - March 2011
SP49 Partners March 2009 - February 2011
Natixis CIB July 2007 - February 2009
Caisse des dépôts (CDC Ixis) December 2002 - June 2007
Societe Generale Americas June 2000 - November 2002
Societe Generale Canada February 2000 - July 2000
Societe Generale Americas March 1999 - January 2000
Skills
Investment Banking, Leadership Development, Technology Development, IT Strategy, Governance, Enterprise Architecture, ITIL, SDLC, Data Management, Master Data Management, Data Governance, Fixed Income, Equities, Private Equity, Derivatives, Virtualization, Project Management, IT Management, Change Management, Risk Management, Disaster Recovery, Business Continuity, Management Consulting, Business Intelligence, Integration, Data Warehousing, Business Analysis, Solution Architecture, SOA, Outsourcing, Banking, CRM, IT Service Management, Project Portfolio..., Software Development, Enterprise Software, Strategy, Scrum, PMO, Management, Technology Management, Mergers & Acquisitions, Business Strategy, Leadership, Cross-functional Team..., Business Development, Business Transformation, Executive Management, Analytics, Consulting
Education
University of California, Irvine 2014 — 2014
Certificate of Accomplishment, The Power of Macroeconomics: Economic Principles in the Real World
New York University 2003 — 2003
Certificate, Capital Markets
Université Pierre et Marie Curie (Paris VI) 1986 — 1987
DEA (Pre-PhD), Artificial Intelligence
Université Pierre et Marie Curie (Paris VI) 1985 — 1986
Master's Degree, Computer Science
Bob Carrier Bob Carrier's InvestTech Systems Consulting Experience June 2007 - Present
Job Senior Manager / Consultant at InvestTech Systems Consulting
Industry Information Technology and Services
Experience
InvestTech Systems Consulting June 2007 - Present
Nationwide Insurance May 2003 - June 2007
Ohio Public Employees Retirement System August 1997 - May 2003
Skills
SDLC, Business Process..., Business Intelligence, Business Analysis, IT Strategy, Requirements Analysis, Integration, Requirements Gathering, Business Process, Derivatives, Management Consulting, Fixed Income, Enterprise Architecture, Risk Management
Education
Project Management Institute (PMI)
Project Management Professional (PMP)®
The Ohio State University 1992 — 1996
Bachelor of Science in Business Admin. (BSBA), Finance and Economics
Capital University 1998 — 2000
Masters of Business Administration (MBA), Finance
InvestTech Systems Consulting June 2007 - Present
Nationwide Insurance May 2003 - June 2007
Ohio Public Employees Retirement System August 1997 - May 2003
Skills
SDLC, Business Process..., Business Intelligence, Business Analysis, IT Strategy, Requirements Analysis, Integration, Requirements Gathering, Business Process, Derivatives, Management Consulting, Fixed Income, Enterprise Architecture, Risk Management
Education
Project Management Institute (PMI)
Project Management Professional (PMP)®
The Ohio State University 1992 — 1996
Bachelor of Science in Business Admin. (BSBA), Finance and Economics
Capital University 1998 — 2000
Masters of Business Administration (MBA), Finance
Kevin Trimble's InvestTech Systems Consulting Experience 2014 - Present
Job Director of Business Development at InvestTech Systems Consulting
Industry Financial Services
Experience
InvestTech Systems Consulting 2014 - Present
SS&C Technologies November 2012 - December 2013
StatPro July 2011 - October 2012
TowerGroup October 2006 - July 2011
Sprint Nextel 2004 - October 2006
Interactive Data 1999 - 2003
Skills
Financial Services, Account Management, Cross-functional Team..., Asset Managment, Portfolio Management, Business Development, Investments, Risk Management, Hedge Funds, Business Strategy, Banking, Sales Management, Sales, Marketing, SaaS, Wealth Management, Relationship Management, CRM, Strategy, Strategic Partnerships, Salesforce.com, Cloud Computing, Business Analysis, Asset Management, IT Solutions, Cloud Applications
Education
Boston College
Economics
St. John's Prep
InvestTech Systems Consulting 2014 - Present
SS&C Technologies November 2012 - December 2013
StatPro July 2011 - October 2012
TowerGroup October 2006 - July 2011
Sprint Nextel 2004 - October 2006
Interactive Data 1999 - 2003
Skills
Financial Services, Account Management, Cross-functional Team..., Asset Managment, Portfolio Management, Business Development, Investments, Risk Management, Hedge Funds, Business Strategy, Banking, Sales Management, Sales, Marketing, SaaS, Wealth Management, Relationship Management, CRM, Strategy, Strategic Partnerships, Salesforce.com, Cloud Computing, Business Analysis, Asset Management, IT Solutions, Cloud Applications
Education
Boston College
Economics
St. John's Prep
John Niejadlik's InvestTech Systems Consulting Experience August 2011 - March 2012
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Northern Trust Asset Management September 2013 - December 2013
Jennison Associates LLC September 2012 - July 2013
InvestTech Systems Consulting August 2011 - March 2012
Eagle Investment Systems 2005 - 2011
Eagle Investment Systems 2001 - 2005
Thomson Financial 1999 - 2001
Thomson Financial 1996 - 1999
Skills
Eagle PACE, EAGLE STAR, PORTIA, EAGLE SRM, Oracle 9i, 10g, 11g, SQL Server 2005, 2008, VMware, Solaris 8, 9, 10, Red Hat Linus AS5.1, 5.4, Windows 2000, 2008, Integration, Oracle, Portia, Databases, Solaris, Business Intelligence
Education
Fitchburg State College
BS, Computer Science
Northern Trust Asset Management September 2013 - December 2013
Jennison Associates LLC September 2012 - July 2013
InvestTech Systems Consulting August 2011 - March 2012
Eagle Investment Systems 2005 - 2011
Eagle Investment Systems 2001 - 2005
Thomson Financial 1999 - 2001
Thomson Financial 1996 - 1999
Skills
Eagle PACE, EAGLE STAR, PORTIA, EAGLE SRM, Oracle 9i, 10g, 11g, SQL Server 2005, 2008, VMware, Solaris 8, 9, 10, Red Hat Linus AS5.1, 5.4, Windows 2000, 2008, Integration, Oracle, Portia, Databases, Solaris, Business Intelligence
Education
Fitchburg State College
BS, Computer Science
Jill Katz Jill Katz's InvestTech Systems Consulting Experience January 2000 - January 2010
Job at InvestTech Systems.com
Industry Information Technology and Services
Experience
InvestTech Systems.com January 2010 - Present
InvestTech Systems Consulting January 2000 - January 2010
Scudder Investments March 1993 - May 2000
AIG June 1984 - March 1993
Education
New York University - Leonard N. Stern School of Business 1983 — 1987
MBA, Finance
Northwestern University 1979 — 1982
BA, Economics
InvestTech Systems.com January 2010 - Present
InvestTech Systems Consulting January 2000 - January 2010
Scudder Investments March 1993 - May 2000
AIG June 1984 - March 1993
Education
New York University - Leonard N. Stern School of Business 1983 — 1987
MBA, Finance
Northwestern University 1979 — 1982
BA, Economics
Caroline Hellriegel Caroline Hellriegel's InvestTech Systems Consulting Experience January 2007 - March 2009
Job Senior Business Analyst/Project Manager at Invesco, Ltd.
Industry Information Technology and Services
Experience
Invesco Ltd. August 2015 - Present
Adeptyx Consulting July 2011 - July 2015
COMSYS November 2009 - August 2010
InvestTech Systems Consulting January 2007 - March 2009
Invesco Ltd. February 1997 - August 2007
Skills
Business Analysis, CRD, Software Documentation, Management, Analysis, SQL, Training, Portfolio Management, Investments, Business Process..., Disaster Recovery
Education
University of Houston-Victoria 2006 — 2009
M.B.A, Finance
University of Phoenix
B.S, Business Administration
Invesco Ltd. August 2015 - Present
Adeptyx Consulting July 2011 - July 2015
COMSYS November 2009 - August 2010
InvestTech Systems Consulting January 2007 - March 2009
Invesco Ltd. February 1997 - August 2007
Skills
Business Analysis, CRD, Software Documentation, Management, Analysis, SQL, Training, Portfolio Management, Investments, Business Process..., Disaster Recovery
Education
University of Houston-Victoria 2006 — 2009
M.B.A, Finance
University of Phoenix
B.S, Business Administration
David Wachtel David Wachtel's InvestTech Systems Consulting Experience January 2012 - Present
Job Chief Executive Ice Dog LLC
Industry Executive Office
Experience
Ice Dog LLC June 2007 - Present
InvestTech Systems Consulting January 2012 - Present
Veromi LLC May 2006 - May 2008
First Advantage June 2004 - June 2005
USSearch.com / First Advantage 2000 - 2005
US Search May 2000 - May 2004
Networks Electronic Corp March 1995 - February 2000
Skills
Start-ups, Leadership, Strategy, Management, Strategic Planning, SDLC, Software Project..., Strategic Partnerships, Venture Capital, Business Strategy
Education
University of Cape Town 1978 — 1981
Bsc, Computer Science
University of Cape Town
Ice Dog LLC June 2007 - Present
InvestTech Systems Consulting January 2012 - Present
Veromi LLC May 2006 - May 2008
First Advantage June 2004 - June 2005
USSearch.com / First Advantage 2000 - 2005
US Search May 2000 - May 2004
Networks Electronic Corp March 1995 - February 2000
Skills
Start-ups, Leadership, Strategy, Management, Strategic Planning, SDLC, Software Project..., Strategic Partnerships, Venture Capital, Business Strategy
Education
University of Cape Town 1978 — 1981
Bsc, Computer Science
University of Cape Town
David Merrill David Merrill's InvestTech Systems Consulting Experience August 2014 - Present
Job Managing Director Practice Manager Risk Management and Portfolio Analytics at InvestTech Systems Consulting
Industry Financial Services
Experience
InvestTech Systems Consulting August 2014 - Present
Merrill Consulting LLC January 2014 - July 2014
FinAnalytica March 2009 - December 2013
Merrill Consulting November 2008 - February 2009
NYFIX January 2007 - November 2008
Moody's KMV - (now Moody's Analytics) March 2005 - January 2007
Omgeo 1994 - 2004
Thomson Financial Service (now Thomson Reuters) 1986 - 1992
Skills
Electronic Trading, Risk Management, Analytics, Business Planning, Product Management, Business Strategy, Trading Systems, New Business Development, Sales Management, Strategic Planning, Management, Entrepreneurship, Leadership, Program Management, Strategy, CRM, Sales, Business Development, Start-ups, Strategic Partnerships, Business Analysis, Investments, Executive Management, Financial Services, P&L Management, Marketing, Enterprise Software, Management Consulting, Mergers & Acquisitions, Finance, Portfolio Management, Derivatives, Hedge Funds, SaaS, Fixed Income, Equities
Education
University of Rhode Island 1979 — 1983
B.S., Business and Marketing
InvestTech Systems Consulting August 2014 - Present
Merrill Consulting LLC January 2014 - July 2014
FinAnalytica March 2009 - December 2013
Merrill Consulting November 2008 - February 2009
NYFIX January 2007 - November 2008
Moody's KMV - (now Moody's Analytics) March 2005 - January 2007
Omgeo 1994 - 2004
Thomson Financial Service (now Thomson Reuters) 1986 - 1992
Skills
Electronic Trading, Risk Management, Analytics, Business Planning, Product Management, Business Strategy, Trading Systems, New Business Development, Sales Management, Strategic Planning, Management, Entrepreneurship, Leadership, Program Management, Strategy, CRM, Sales, Business Development, Start-ups, Strategic Partnerships, Business Analysis, Investments, Executive Management, Financial Services, P&L Management, Marketing, Enterprise Software, Management Consulting, Mergers & Acquisitions, Finance, Portfolio Management, Derivatives, Hedge Funds, SaaS, Fixed Income, Equities
Education
University of Rhode Island 1979 — 1983
B.S., Business and Marketing
Marc Lowenthal Marc Lowenthal's InvestTech Systems Consulting Experience March 2011 - August 2013
Job Investment Analytics & Quantitative Model Integration Professional
Industry Financial Services
Experience
Acadian Asset Management September 2013 - Present
Temple Emanuel of Newton July 2013 - June 2015
Alexbi Advisors, Inc September 2010 - September 2013
InvestTech Systems Consulting March 2011 - August 2013
Temple Emanuel of Newton June 2006 - August 2011
Pyramis Global Advisors (Fidelity Investments) 2005 - 2010
Fidelity Investments 1992 - 2005
South Area Solomon Schechter Day School July 2001 - June 2004
Ernst & Young 1990 - 1992
Merrill Lynch 1987 - 1990
Skills
Quantitative Finance, Quantitative Analytics, Equity Research, Analytics, Financial Risk, Portfolio Optimization, Fixed Income, Equities, Financial Services, Bloomberg, Trading Systems, Derivatives, Financial Modeling, Capital Markets, Financial Markets, Investment Management, Asset Management, Alternative Investments, Market Data, Finance, Investment Banking, Mutual Funds, Electronic Trading, Securities, Market Risk, FX Options, Options, Investment Strategies, Investment Analytics, Emerging Markets, Asset Allocation, Equity Derivatives, Wealth Management
Education
Pace University 1985 — 1989
MBA, Dual major: Finance & Information Systems
Syracuse University 1979 — 1983
BS, Dual major: Information Systems & Accounting
Acadian Asset Management September 2013 - Present
Temple Emanuel of Newton July 2013 - June 2015
Alexbi Advisors, Inc September 2010 - September 2013
InvestTech Systems Consulting March 2011 - August 2013
Temple Emanuel of Newton June 2006 - August 2011
Pyramis Global Advisors (Fidelity Investments) 2005 - 2010
Fidelity Investments 1992 - 2005
South Area Solomon Schechter Day School July 2001 - June 2004
Ernst & Young 1990 - 1992
Merrill Lynch 1987 - 1990
Skills
Quantitative Finance, Quantitative Analytics, Equity Research, Analytics, Financial Risk, Portfolio Optimization, Fixed Income, Equities, Financial Services, Bloomberg, Trading Systems, Derivatives, Financial Modeling, Capital Markets, Financial Markets, Investment Management, Asset Management, Alternative Investments, Market Data, Finance, Investment Banking, Mutual Funds, Electronic Trading, Securities, Market Risk, FX Options, Options, Investment Strategies, Investment Analytics, Emerging Markets, Asset Allocation, Equity Derivatives, Wealth Management
Education
Pace University 1985 — 1989
MBA, Dual major: Finance & Information Systems
Syracuse University 1979 — 1983
BS, Dual major: Information Systems & Accounting
Edward Wong, CFA Edward Wong, CFA's InvestTech Systems Consulting Experience September 2011 - August 2013
Job Business Analyst / Consultant
Industry Financial Services
Experience
Morgan Stanley November 2013 - July 2015
InvestTech Systems Consulting September 2011 - August 2013
Hospitals of Ontario Pension Plan June 2009 - September 2011
Questrade 2008 - 2009
Bank of Montreal 2007 - 2008
Hong Kong Mable Development Limited 2005 - 2007
Deloitte August 2004 - June 2005
Skills
Fixed Income, Enterprise Architecture, Derivatives, Business Analysis, Trading Systems, Capital Markets, Risk Management, Bloomberg, Business Requirements, Tax, Insurance, Equities, Requirements Analysis, Requirements Gathering, Investments, Mapping documents, Simcorp Implementation
Education
Hong Kong University of Science and Technology - School of Business and Management 2001 — 2004
BBA, Economics & Management
Queen's University 2002 — 2002
BBA, Commerce
King George V 1994 — 2001
Morgan Stanley November 2013 - July 2015
InvestTech Systems Consulting September 2011 - August 2013
Hospitals of Ontario Pension Plan June 2009 - September 2011
Questrade 2008 - 2009
Bank of Montreal 2007 - 2008
Hong Kong Mable Development Limited 2005 - 2007
Deloitte August 2004 - June 2005
Skills
Fixed Income, Enterprise Architecture, Derivatives, Business Analysis, Trading Systems, Capital Markets, Risk Management, Bloomberg, Business Requirements, Tax, Insurance, Equities, Requirements Analysis, Requirements Gathering, Investments, Mapping documents, Simcorp Implementation
Education
Hong Kong University of Science and Technology - School of Business and Management 2001 — 2004
BBA, Economics & Management
Queen's University 2002 — 2002
BBA, Commerce
King George V 1994 — 2001
Will Mannon's InvestTech Systems Consulting Experience 2000 - 2002
Job Executive Vice President, Standards Group at Mercer Advisors
Industry Financial Services
Experience
Mercer Advisors September 2015 - Present
Mercer Advisors December 2012 - September 2015
Mercer Advisors December 2010 - November 2012
Mercer Advisors December 2010 - February 2012
21st Financial, Inc. January 2008 - September 2010
Payden & Rygel 2002 - 2007
InvestTech Systems Consulting 2000 - 2002
Treasury Services 1989 - 1991
Union Bank 1982 - 1989
Skills
Portfolio Management, Asset Management, Investments, Financial Analysis, Wealth Management, Public Speaking, Sales Management, Team Building, Asset Managment, Business Development, Financial Advisory, New Business Development, Retirement Planning, Asset Allocation, Investment Strategies, Investment Advisory, Series 63, Financial Planning, Financial Services, Mutual Funds, Securities, Alternative Investments
Education
Stanford University 1971 — 1975
AB, History
Mercer Advisors September 2015 - Present
Mercer Advisors December 2012 - September 2015
Mercer Advisors December 2010 - November 2012
Mercer Advisors December 2010 - February 2012
21st Financial, Inc. January 2008 - September 2010
Payden & Rygel 2002 - 2007
InvestTech Systems Consulting 2000 - 2002
Treasury Services 1989 - 1991
Union Bank 1982 - 1989
Skills
Portfolio Management, Asset Management, Investments, Financial Analysis, Wealth Management, Public Speaking, Sales Management, Team Building, Asset Managment, Business Development, Financial Advisory, New Business Development, Retirement Planning, Asset Allocation, Investment Strategies, Investment Advisory, Series 63, Financial Planning, Financial Services, Mutual Funds, Securities, Alternative Investments
Education
Stanford University 1971 — 1975
AB, History
Brian Lederman's InvestTech Systems Consulting Experience January 2014 - Present
Job
Industry Information Technology and Services
Experience
InvestTech Systems Consulting January 2014 - Present
Micro Binary Systems Corp 2005 - Present
PSP Investments 2015 - 2015
PSP Investments 2015 - 2015
Thomson Reuters June 2013 - August 2013
Bank Leumi 2012 - 2013
UBS Investment Bank April 2012 - November 2012
OppenheimerFunds August 2011 - December 2011
JPMorgan Chase June 2011 - August 2011
PineBridge Investments May 2010 - April 2011
Skills
SQL, Business Requirements, Business Process..., Data Mapping, Data Analysis, Gap Analysis, Trading, Compliance, Reference Data, SDLC, Data Migration, Middle Office, Investment Banking, Trading Systems, Requirements Gathering, Business Analysis, User Acceptance Testing, Fixed Income, Bloomberg, Equities, Market Data
Education
Union College 1978 — 1982
BSCS, Computer Science
InvestTech Systems Consulting January 2014 - Present
Micro Binary Systems Corp 2005 - Present
PSP Investments 2015 - 2015
PSP Investments 2015 - 2015
Thomson Reuters June 2013 - August 2013
Bank Leumi 2012 - 2013
UBS Investment Bank April 2012 - November 2012
OppenheimerFunds August 2011 - December 2011
JPMorgan Chase June 2011 - August 2011
PineBridge Investments May 2010 - April 2011
Skills
SQL, Business Requirements, Business Process..., Data Mapping, Data Analysis, Gap Analysis, Trading, Compliance, Reference Data, SDLC, Data Migration, Middle Office, Investment Banking, Trading Systems, Requirements Gathering, Business Analysis, User Acceptance Testing, Fixed Income, Bloomberg, Equities, Market Data
Education
Union College 1978 — 1982
BSCS, Computer Science
Elina Gazarova's InvestTech Systems Consulting Experience Senior Financial AnalystParamount PicturesOctober 2012 - Present
Job Senior Financial Analyst at Paramount Pictures
Industry Accounting
Experience
Investtech Systems Consulting Senior Financial AnalystParamount PicturesOctober 2012 - Present
Skills
Financial Analysis, Forecasting, Financial Reporting, Valuation, Microsoft Excel, Process Improvement, Business Analysis, Derivatives, Asset Managment, Financial Modeling, Budgets, Bloomberg, Accounting, Account Reconciliation, Asset Management, Business Intelligence, Business Process..., Business Strategy, Capital Markets, Cash Flow, Change Management, Corporate Finance, Data Analysis, Due Diligence, Equities, Finance, Financial Accounting, Fund Accounting, Hedge Funds, Internal Controls, Investments, Management, Managerial Finance, Mergers, Portfolio Management, Project Management, Sarbanes-Oxley Act, Securities, Strategic Financial..., Strategic Planning, Trading Systems, Variance Analysis, Investment Banking, Financial Planning, Baking, Driving Performance, Russian Politics
Education
California State University-Northridge 2006 — 2008
BS, Finance
Investtech Systems Consulting Senior Financial AnalystParamount PicturesOctober 2012 - Present
Skills
Financial Analysis, Forecasting, Financial Reporting, Valuation, Microsoft Excel, Process Improvement, Business Analysis, Derivatives, Asset Managment, Financial Modeling, Budgets, Bloomberg, Accounting, Account Reconciliation, Asset Management, Business Intelligence, Business Process..., Business Strategy, Capital Markets, Cash Flow, Change Management, Corporate Finance, Data Analysis, Due Diligence, Equities, Finance, Financial Accounting, Fund Accounting, Hedge Funds, Internal Controls, Investments, Management, Managerial Finance, Mergers, Portfolio Management, Project Management, Sarbanes-Oxley Act, Securities, Strategic Financial..., Strategic Planning, Trading Systems, Variance Analysis, Investment Banking, Financial Planning, Baking, Driving Performance, Russian Politics
Education
California State University-Northridge 2006 — 2008
BS, Finance
Barbara Brockway Barbara Brockway's InvestTech Systems Consulting Experience May 2012 - May 2013
Job Senior Business Analyst at INTL FCStone Inc.
Industry Investment Management
Experience
INTL FCStone Inc. January 2015 - Present
Principal Global Investors May 2013 - January 2015
InvestTech Systems Consulting May 2012 - May 2013
Aviva Investors March 2010 - May 2012
Principal Global Investors January 2007 - March 2010
Skills
Cadis, Data Management, Fixed Income, Bloomberg, Corporate Actions, Business Requirements, Data Warehousing, Securities, Investments, Business Analysis, Portia, Business Process, Asset Management, Process Improvement, Equities, PAM for Securities, Requirements Analysis, SQL, BlackRock Aladdin, Investment Management, Asset Managment, Microsoft Excel, Fund Accounting, Back Office, Derivatives, Microsoft Office, Analysis, Microsoft Word, Hedge Funds, Portfolio Management, Bloomberg Terminal, Excel, Process Engineering, Visio, Microsoft SQL Server, Bonds, VBA, Mutual Funds, Requirements Gathering, Business Intelligence, Middle Office, Equity Trading, Alternative Investments, Valuation, Outlook, IDQ, Settlement, Risk Management, Word, Problem Solving
Education
University of Iowa 2010 — 2015
Masters of Business Administration
Iowa State University 2005 — 2008
Finance, Finance, Sociology
INTL FCStone Inc. January 2015 - Present
Principal Global Investors May 2013 - January 2015
InvestTech Systems Consulting May 2012 - May 2013
Aviva Investors March 2010 - May 2012
Principal Global Investors January 2007 - March 2010
Skills
Cadis, Data Management, Fixed Income, Bloomberg, Corporate Actions, Business Requirements, Data Warehousing, Securities, Investments, Business Analysis, Portia, Business Process, Asset Management, Process Improvement, Equities, PAM for Securities, Requirements Analysis, SQL, BlackRock Aladdin, Investment Management, Asset Managment, Microsoft Excel, Fund Accounting, Back Office, Derivatives, Microsoft Office, Analysis, Microsoft Word, Hedge Funds, Portfolio Management, Bloomberg Terminal, Excel, Process Engineering, Visio, Microsoft SQL Server, Bonds, VBA, Mutual Funds, Requirements Gathering, Business Intelligence, Middle Office, Equity Trading, Alternative Investments, Valuation, Outlook, IDQ, Settlement, Risk Management, Word, Problem Solving
Education
University of Iowa 2010 — 2015
Masters of Business Administration
Iowa State University 2005 — 2008
Finance, Finance, Sociology
Brian Lollar's InvestTech Systems Consulting Experience July 2015 - Present
Job Sr. Consultant at InvestTech Systems Consulting
Industry Investment Management
Experience
InvestTech Systems Consulting July 2015 - Present
Janus Capital Group September 2012 - June 2015
Janus Capital Group April 2011 - September 2012
Janus Capital Group September 2009 - April 2011
Janus Capital Group November 2008 - September 2009
Janus Capital Group August 2006 - October 2008
Lipper - A Reuters Company February 2005 - August 2006
INVESCO Funds Group/AIM Investments October 2000 - December 2004
ING Security Life April 2000 - October 2000
OppenheimerFunds, Inc. November 1997 - April 2000
Skills
Business Analysis, Requirements Analysis, Process Improvement, MS Project, Investment Operations, Problem Solving, Vendor Management, SimCorp Dimension, Cadis, Wilshire Abacus, Investment Data, Investment Accounting, Eagle PACE, Reference Data..., Security Master Data, Data Governance, Team Leadership, Project Management, Markit EDM, Accounting, Software Documentation, Investments, SDLC, Data, Leadership, Analysis, Business Process, Reference Data, Security, Management, Financial Services
Education
University of Colorado at Boulder 1991 — 1996
Bachelor of Arts
InvestTech Systems Consulting July 2015 - Present
Janus Capital Group September 2012 - June 2015
Janus Capital Group April 2011 - September 2012
Janus Capital Group September 2009 - April 2011
Janus Capital Group November 2008 - September 2009
Janus Capital Group August 2006 - October 2008
Lipper - A Reuters Company February 2005 - August 2006
INVESCO Funds Group/AIM Investments October 2000 - December 2004
ING Security Life April 2000 - October 2000
OppenheimerFunds, Inc. November 1997 - April 2000
Skills
Business Analysis, Requirements Analysis, Process Improvement, MS Project, Investment Operations, Problem Solving, Vendor Management, SimCorp Dimension, Cadis, Wilshire Abacus, Investment Data, Investment Accounting, Eagle PACE, Reference Data..., Security Master Data, Data Governance, Team Leadership, Project Management, Markit EDM, Accounting, Software Documentation, Investments, SDLC, Data, Leadership, Analysis, Business Process, Reference Data, Security, Management, Financial Services
Education
University of Colorado at Boulder 1991 — 1996
Bachelor of Arts
Don Parcell's InvestTech Systems Consulting Experience 2014 - Present
Job Operations & Project Management
Industry Information Technology and Services
Experience
InvestTech Systems Consulting 2014 - Present
Generation IX Technologies 2010 - 2014
ProCPM 2008 - 2010
AlixPartners 2006 - 2007
Deloitte 2002 - 2006
Skadden, Arps, Slate, Meagher & Flom LLP 2002 - 2002
Center for Claims Resolution 1994 - 2002
Skills
Project Management, Project Planning, Priority Management, Project Portfolio..., PMO set-up, PMO Services, Operations Management, Policy Writing, Procedure Development, Team Building, Team Leadership, Team Management, Information Technology, IT Management, IT Operations, IT Outsourcing, Property Management, Real Estate Project..., Strategic Planning, Management, Start-ups, Integration, Leadership
Education
Furman University
Bachelor's degree, Computer Science & Business Administration
InvestTech Systems Consulting 2014 - Present
Generation IX Technologies 2010 - 2014
ProCPM 2008 - 2010
AlixPartners 2006 - 2007
Deloitte 2002 - 2006
Skadden, Arps, Slate, Meagher & Flom LLP 2002 - 2002
Center for Claims Resolution 1994 - 2002
Skills
Project Management, Project Planning, Priority Management, Project Portfolio..., PMO set-up, PMO Services, Operations Management, Policy Writing, Procedure Development, Team Building, Team Leadership, Team Management, Information Technology, IT Management, IT Operations, IT Outsourcing, Property Management, Real Estate Project..., Strategic Planning, Management, Start-ups, Integration, Leadership
Education
Furman University
Bachelor's degree, Computer Science & Business Administration
Janelle Wiggans's InvestTech Systems Consulting Experience September 2013 - Present
Job Consultant at InvestTech Systems Consulting
Industry Investment Management
Experience
InvestTech Systems Consulting September 2013 - Present
Aviva Investors North America May 2010 - September 2013
Aviva Investors North America November 2008 - May 2010
Aviva Investors North America November 2006 - November 2008
Aviva Investors North America July 2006 - November 2006
Royce Capital April 2005 - June 2006
Skills
Credit Derivatives, Equity Derivatives, Collateral Management, Interest Rate..., ISDA, Middleware, Middle Office, Valuation, Operations Management, FX Derivatives, Financial Services, Bloomberg, Derivatives, Settlement, Investment Management, Investment Banking, Swaps, Options, Fixed Income, Securities, Asset Management, Investments, Asset Managment, Bonds, Business Analysis, Business Requirements, User Acceptance Testing, Regression Testing, Project Planning, Project Management, Process Improvement, Process Analysis, Requirements Analysis, Trading, Requirements Gathering
Education
University of Nevada-Reno
BS, Finance
InvestTech Systems Consulting September 2013 - Present
Aviva Investors North America May 2010 - September 2013
Aviva Investors North America November 2008 - May 2010
Aviva Investors North America November 2006 - November 2008
Aviva Investors North America July 2006 - November 2006
Royce Capital April 2005 - June 2006
Skills
Credit Derivatives, Equity Derivatives, Collateral Management, Interest Rate..., ISDA, Middleware, Middle Office, Valuation, Operations Management, FX Derivatives, Financial Services, Bloomberg, Derivatives, Settlement, Investment Management, Investment Banking, Swaps, Options, Fixed Income, Securities, Asset Management, Investments, Asset Managment, Bonds, Business Analysis, Business Requirements, User Acceptance Testing, Regression Testing, Project Planning, Project Management, Process Improvement, Process Analysis, Requirements Analysis, Trading, Requirements Gathering
Education
University of Nevada-Reno
BS, Finance
Shawn Beck Shawn Beck's InvestTech Systems Consulting Experience November 2012 - May 2013
Job Finance Professional
Industry Financial Services
Experience
Cal's Fine Food & Spirits February 2014 - Present
InvestTech Systems Consulting November 2012 - May 2013
Aviva Investors June 2011 - November 2012
Principal Global Investors November 2007 - November 2010
Institute for Professional Development February 2007 - November 2007
Skills
Cadis, Bloomberg, BlackRock Aladdin, CFA Level I,II, PAM for Securities, Charles River IMS, Portia, Crystal Reports, FMC Pages, SQL 2008, Barclays Point, Microsoft Excel
Education
University of Iowa 2002 — 2006
BBA, Finance, Accounting, Economics
Cal's Fine Food & Spirits February 2014 - Present
InvestTech Systems Consulting November 2012 - May 2013
Aviva Investors June 2011 - November 2012
Principal Global Investors November 2007 - November 2010
Institute for Professional Development February 2007 - November 2007
Skills
Cadis, Bloomberg, BlackRock Aladdin, CFA Level I,II, PAM for Securities, Charles River IMS, Portia, Crystal Reports, FMC Pages, SQL 2008, Barclays Point, Microsoft Excel
Education
University of Iowa 2002 — 2006
BBA, Finance, Accounting, Economics
Alyson Trust Alyson Trust's InvestTech Systems Consulting Experience January 2013 - Present
Job Business Analyst at InvestTech Systems Consulting, Inc.
Industry Financial Services
Experience
InvestTech Systems Consulting January 2013 - Present
Tahoe Fixed Income LLC March 2012 - January 2013
BondDesk Group LLC February 2008 - February 2012
Context Capital Management. LLC December 2006 - February 2008
Brandes Investment Partners September 2004 - December 2006
Cramer Rosenthal McGlynn, LLC April 2003 - September 2004
Alliance Capital Management July 2002 - July 2003
Skills
Portfolio Management, Electronic Trading, Quantitative Analytics, Forecasting, Financial Statement..., Data Analysis, Account Reconciliation, Finance, Consulting, Fixed Income, Bloomberg, Equities, Analysis, Financial Analysis, Trading, Series 63, Bonds, Hedge Funds, Capital Markets, Securities, Financial Markets, Derivatives, Series 7, Trading Systems, Options
Education
University of San Diego 2010 — 2012
Master of Business Administration (MBA), Dual Emphasis: Finance and International Business
University of Rhode Island - College of Business Administration 1998 — 2002
Bachelor of Science, Finance, Economics
InvestTech Systems Consulting January 2013 - Present
Tahoe Fixed Income LLC March 2012 - January 2013
BondDesk Group LLC February 2008 - February 2012
Context Capital Management. LLC December 2006 - February 2008
Brandes Investment Partners September 2004 - December 2006
Cramer Rosenthal McGlynn, LLC April 2003 - September 2004
Alliance Capital Management July 2002 - July 2003
Skills
Portfolio Management, Electronic Trading, Quantitative Analytics, Forecasting, Financial Statement..., Data Analysis, Account Reconciliation, Finance, Consulting, Fixed Income, Bloomberg, Equities, Analysis, Financial Analysis, Trading, Series 63, Bonds, Hedge Funds, Capital Markets, Securities, Financial Markets, Derivatives, Series 7, Trading Systems, Options
Education
University of San Diego 2010 — 2012
Master of Business Administration (MBA), Dual Emphasis: Finance and International Business
University of Rhode Island - College of Business Administration 1998 — 2002
Bachelor of Science, Finance, Economics
Jessica Rausch, MBA Jessica Rausch, MBA's InvestTech Systems Consulting Experience March 2014 - Present
Job Consultant at InvestTech Systems Consulting
Industry Financial Services
Experience
InvestTech Systems Consulting March 2014 - Present
Nuveen Investments May 2011 - March 2014
FAF Advisors August 2010 - May 2011
Nash Finch Company August 2003 - December 2010
Skills
Investment Management..., Asset Management, Consulting, Financial Reporting, Financial Analysis, Data Analysis, Risk Management, Strategic Financial..., Business Analysis, Solution Implementation, Project Management, Employee Training, Back Office, Coric, Portia, Business Requirements, Gap Analysis, User Acceptance Testing, System Testing, Regression Testing, Process Improvement, Problem Solving, Accounting, Data Management, Valuation, Corporate Finance, Investments, Mutual Funds, Securities, Equity, Fixed Income, Derivatives, Financial Services, Analysis, Bloomberg, Microsoft SQL Server, Access, Microsoft Excel, MBA, Financial Planning
Education
Minnesota State University, Mankato
MBA, Master's of Business Administration
Northern State University
B.S., Finance, Management
InvestTech Systems Consulting March 2014 - Present
Nuveen Investments May 2011 - March 2014
FAF Advisors August 2010 - May 2011
Nash Finch Company August 2003 - December 2010
Skills
Investment Management..., Asset Management, Consulting, Financial Reporting, Financial Analysis, Data Analysis, Risk Management, Strategic Financial..., Business Analysis, Solution Implementation, Project Management, Employee Training, Back Office, Coric, Portia, Business Requirements, Gap Analysis, User Acceptance Testing, System Testing, Regression Testing, Process Improvement, Problem Solving, Accounting, Data Management, Valuation, Corporate Finance, Investments, Mutual Funds, Securities, Equity, Fixed Income, Derivatives, Financial Services, Analysis, Bloomberg, Microsoft SQL Server, Access, Microsoft Excel, MBA, Financial Planning
Education
Minnesota State University, Mankato
MBA, Master's of Business Administration
Northern State University
B.S., Finance, Management
Rick Conroy Rick Conroy's InvestTech Systems Consulting Experience September 2015 - Present
Job Senior Consultant
Industry Financial Services
Experience
InvestTech Systems Consulting September 2015 - Present
BNY Mellon December 2014 - September 2015
CERES Group July 2014 - December 2014
Wipro Technologies June 2011 - 2014
Brown Brothers Harriman August 2006 - May 2011
Bisys Hedge Fund Services 2003 - 2006
BISYS Fund Services 2004 - 2005
State Street September 2003 - June 2004
State Street Bank August 2001 - September 2002
Skills
Fund Accounting, Mutual Funds, Fixed Income, Equities, Bloomberg, Asset Managment, Derivatives, Securities, Corporate Actions, Hedge Funds, Business Analysis, Financial Services, Visio, Management Consulting, Middle Office, Vendor Management, Trading, Valuation, Finance, Analysis, Alternative Investments, Systems Analysis, Data Warehousing, Business Process..., Functional..., PMP, Bloomberg Terminal, Wealth Management, SQL, Business Requirements, User Acceptance Testing, SDLC, Requirements Gathering, Back Office, Requirements Analysis, Risk Management, Software Project..., Portfolio Management, Business Process, Trading Systems, Relationship Management, IT Strategy, Banking, Quality Center, Consulting, System Testing, DB2, Software Documentation, Information Technology, Asset Management
Education
Boston College High
New England College of Business and Finance
Accounting and Finance
Northeastern University
InvestTech Systems Consulting September 2015 - Present
BNY Mellon December 2014 - September 2015
CERES Group July 2014 - December 2014
Wipro Technologies June 2011 - 2014
Brown Brothers Harriman August 2006 - May 2011
Bisys Hedge Fund Services 2003 - 2006
BISYS Fund Services 2004 - 2005
State Street September 2003 - June 2004
State Street Bank August 2001 - September 2002
Skills
Fund Accounting, Mutual Funds, Fixed Income, Equities, Bloomberg, Asset Managment, Derivatives, Securities, Corporate Actions, Hedge Funds, Business Analysis, Financial Services, Visio, Management Consulting, Middle Office, Vendor Management, Trading, Valuation, Finance, Analysis, Alternative Investments, Systems Analysis, Data Warehousing, Business Process..., Functional..., PMP, Bloomberg Terminal, Wealth Management, SQL, Business Requirements, User Acceptance Testing, SDLC, Requirements Gathering, Back Office, Requirements Analysis, Risk Management, Software Project..., Portfolio Management, Business Process, Trading Systems, Relationship Management, IT Strategy, Banking, Quality Center, Consulting, System Testing, DB2, Software Documentation, Information Technology, Asset Management
Education
Boston College High
New England College of Business and Finance
Accounting and Finance
Northeastern University
Robert Paci Robert Paci's InvestTech Systems Consulting Experience July 2010 - October 2013
Job President at Portfolio Accounting Consulting & Integration, Inc.
Industry Financial Services
Experience
Portfolio Accounting Consulting & Integration, Inc. September 2015 - Present
Angelo, Gordon & Co. October 2013 - May 2015
InvestTech Systems Consulting July 2010 - October 2013
HBMJ Consulting November 2006 - July 2010
The Medicines Company December 1997 - January 2000
Off Wall Street Research March 1996 - June 1997
Aquent 1994 - 1997
Skills
Hedge Funds, Equities, Fixed Income, Alternative Investments, Bloomberg, Prime Brokerage, Portfolio Management, Equity Research, Capital Markets, Fund Accounting, Fund Administration, Derivatives, Valuation, Securities, Advent, Investments, Business Analysis, Financial Services, Electronic Trading, Investment Banking
Education
Williams College 1988 — 1992
Bachelor of Arts (BA), Chemistry and English
Babson College 2002 — 2005
MBA, Finance
The Lawrenceville School 1982 — 1987
High School, Calculus, Chemistry, History, English
Winchester College 1987 — 1988
A-Level, English, 6th Form
CTY 1983 — 1986
Geometry, European History, Expository and Creative Writing
Blessed Sacrament School 1981 — 1982
Portfolio Accounting Consulting & Integration, Inc. September 2015 - Present
Angelo, Gordon & Co. October 2013 - May 2015
InvestTech Systems Consulting July 2010 - October 2013
HBMJ Consulting November 2006 - July 2010
The Medicines Company December 1997 - January 2000
Off Wall Street Research March 1996 - June 1997
Aquent 1994 - 1997
Skills
Hedge Funds, Equities, Fixed Income, Alternative Investments, Bloomberg, Prime Brokerage, Portfolio Management, Equity Research, Capital Markets, Fund Accounting, Fund Administration, Derivatives, Valuation, Securities, Advent, Investments, Business Analysis, Financial Services, Electronic Trading, Investment Banking
Education
Williams College 1988 — 1992
Bachelor of Arts (BA), Chemistry and English
Babson College 2002 — 2005
MBA, Finance
The Lawrenceville School 1982 — 1987
High School, Calculus, Chemistry, History, English
Winchester College 1987 — 1988
A-Level, English, 6th Form
CTY 1983 — 1986
Geometry, European History, Expository and Creative Writing
Blessed Sacrament School 1981 — 1982
Andrea (Weaver) Mackessy Andrea (Weaver) Mackessy's InvestTech Systems Consulting Experience July 2012 - July 2014
Job Senior Account Manager at Propeller Communications, Inc.
Industry Computer Software
Experience
Propeller Communications, Inc. May 2015 - Present
NewsCred August 2014 - May 2015
InvestTech Systems Consulting July 2012 - July 2014
Constellation Energy May 2012 - August 2012
Constellation Energy December 2010 - May 2012
Sogeti August 2009 - December 2010
Oracle October 2008 - May 2009
Skills
Change Management, Business Process, Business Analysis, Microsoft Excel, Content Marketing, Marketing Strategy, Social Media Marketing, Visio, Requirements Gathering, CRM, Analytics, Process Improvement, Oracle, Consulting, Training, Salesforce.com, Siebel, Requirements Analysis, Software Implementation, Enterprise Software, Internal Communications, PowerPoint, Microsoft Word, Process Flow, Presentations, Linux, Fundraising, SAS E-Miner, Software Consulting, Professional Services, Financial Software..., Client Focus, Meeting Planning, Coordinating Events, Lodestar, Content Strategy, Account Management, Strategy, Social Media
Education
Loyola University Maryland 2005 — 2009
BBA, Business Administration/ MIS
University of Auckland 2008 — 2008
BBA, Study Abroad
Propeller Communications, Inc. May 2015 - Present
NewsCred August 2014 - May 2015
InvestTech Systems Consulting July 2012 - July 2014
Constellation Energy May 2012 - August 2012
Constellation Energy December 2010 - May 2012
Sogeti August 2009 - December 2010
Oracle October 2008 - May 2009
Skills
Change Management, Business Process, Business Analysis, Microsoft Excel, Content Marketing, Marketing Strategy, Social Media Marketing, Visio, Requirements Gathering, CRM, Analytics, Process Improvement, Oracle, Consulting, Training, Salesforce.com, Siebel, Requirements Analysis, Software Implementation, Enterprise Software, Internal Communications, PowerPoint, Microsoft Word, Process Flow, Presentations, Linux, Fundraising, SAS E-Miner, Software Consulting, Professional Services, Financial Software..., Client Focus, Meeting Planning, Coordinating Events, Lodestar, Content Strategy, Account Management, Strategy, Social Media
Education
Loyola University Maryland 2005 — 2009
BBA, Business Administration/ MIS
University of Auckland 2008 — 2008
BBA, Study Abroad
Christina Benoit's InvestTech Systems Consulting Experience May 2002 - Present
Job
Industry Information Technology and Services
Experience
InvestTech Systems Consulting May 2002 - Present
Macgregor November 1999 - April 2002
SS&C Technologies September 1997 - November 1999
Thomson Financial September 1992 - September 1997
ADP July 1988 - September 1992
Skills
Trading Systems, Business Analysis, Business Development, Market Data, Fixed Income, Equities, Sales, Electronic Trading, Portfolio Management, Asset Management, Back Office, Hedge Funds, Derivatives, Financial Markets, Business Intelligence, Enterprise Data..., Lead Generation, B2B Marketing Strategy, Consultative Selling, Experienced Sales..., Solution Selling
Education
Boston College
BA
Bloomfield Hills Andover High School
InvestTech Systems Consulting May 2002 - Present
Macgregor November 1999 - April 2002
SS&C Technologies September 1997 - November 1999
Thomson Financial September 1992 - September 1997
ADP July 1988 - September 1992
Skills
Trading Systems, Business Analysis, Business Development, Market Data, Fixed Income, Equities, Sales, Electronic Trading, Portfolio Management, Asset Management, Back Office, Hedge Funds, Derivatives, Financial Markets, Business Intelligence, Enterprise Data..., Lead Generation, B2B Marketing Strategy, Consultative Selling, Experienced Sales..., Solution Selling
Education
Boston College
BA
Bloomfield Hills Andover High School
Patrick Keough's InvestTech Systems Consulting Experience June 2005 - April 2008
Job Partner ClearEdge Asset Management Consulting
Industry Information Technology and Services
Experience
ClearEdge Asset Management Consulting April 2008 - Present
InvestTech Systems Consulting June 2005 - April 2008
Charles River Development January 2003 - June 2005
MFS Investment Management January 2000 - January 2003
GetConnected, Inc. November 1998 - January 2000
Zurich Scudder Investments February 1995 - September 1998
State Street April 1994 - January 1995
Skills
Asset Management, Fixed Income, Portfolio Management, Business Analysis, Equities, Trading Systems, Derivatives, Investments, Hedge Funds, SDLC, Mutual Funds, Management, Project Management, Databases, Electronic Trading, Back Office, Market Data, Integration, IT Strategy, Trading, Business Process, Order Management, Middle Office, Financial Services
Education
Boston University 1998 — 2001
MS, Computer Science
Arizona State University 1989 — 1993
BA, Liberal Arts
ClearEdge Asset Management Consulting April 2008 - Present
InvestTech Systems Consulting June 2005 - April 2008
Charles River Development January 2003 - June 2005
MFS Investment Management January 2000 - January 2003
GetConnected, Inc. November 1998 - January 2000
Zurich Scudder Investments February 1995 - September 1998
State Street April 1994 - January 1995
Skills
Asset Management, Fixed Income, Portfolio Management, Business Analysis, Equities, Trading Systems, Derivatives, Investments, Hedge Funds, SDLC, Mutual Funds, Management, Project Management, Databases, Electronic Trading, Back Office, Market Data, Integration, IT Strategy, Trading, Business Process, Order Management, Middle Office, Financial Services
Education
Boston University 1998 — 2001
MS, Computer Science
Arizona State University 1989 — 1993
BA, Liberal Arts
Glenn Babakian's InvestTech Systems Consulting Experience 2006 - 2009
Job Financial Services Lead Application Developer / Business Analyst
Industry Financial Services
Experience
JPMorgan Chase & Co. July 2014 - April 2015
Babakian Technology Consulting 2013 - July 2014
Silver Management Group 2011 - 2013
First Eagle Investment Management 2010 - 2011
Newedge USA 2009 - 2010
InvestTech Systems Consulting 2006 - 2009
JP Morgan Chase 2003 - 2006
Enterprise Technology Corporation 1999 - 2003
Warburg Pincus 1995 - 1999
Scudder 1991 - 1995
Skills
Business Analysis, Software Development, SQL, Project Management, Trading Systems, Vendor Management, Quality Assurance, Requirements Analysis, Agile Methodologies, Java, Portfolio Management, Program Management, SDLC, Equities, Financial Services, Asset Management, Fixed Income, Financial Systems..., Advent Geneva, Large Systems..., Object Oriented Design, Object Oriented Software, Technical Training, Test Management, Risk Management, Axys, Financial Analysis, Management, Derivatives, Hedge Funds, Portfolio Accounting
Education
NYU Stern School of Business
Master of Business Administration (MBA), Finance, General
University of Pennsylvania - The Wharton School
BS, Economics
JPMorgan Chase & Co. July 2014 - April 2015
Babakian Technology Consulting 2013 - July 2014
Silver Management Group 2011 - 2013
First Eagle Investment Management 2010 - 2011
Newedge USA 2009 - 2010
InvestTech Systems Consulting 2006 - 2009
JP Morgan Chase 2003 - 2006
Enterprise Technology Corporation 1999 - 2003
Warburg Pincus 1995 - 1999
Scudder 1991 - 1995
Skills
Business Analysis, Software Development, SQL, Project Management, Trading Systems, Vendor Management, Quality Assurance, Requirements Analysis, Agile Methodologies, Java, Portfolio Management, Program Management, SDLC, Equities, Financial Services, Asset Management, Fixed Income, Financial Systems..., Advent Geneva, Large Systems..., Object Oriented Design, Object Oriented Software, Technical Training, Test Management, Risk Management, Axys, Financial Analysis, Management, Derivatives, Hedge Funds, Portfolio Accounting
Education
NYU Stern School of Business
Master of Business Administration (MBA), Finance, General
University of Pennsylvania - The Wharton School
BS, Economics
Mariusz Tyminski's InvestTech Systems Consulting Experience July 2001 - January 2003
Job Chief Technology Officer
Industry Computer Software
Experience
Kamakura Corporation July 2005 - Present
Osaba Inc. January 2003 - June 2005
InvestTech Systems Consulting July 2001 - January 2003
TreasuryConnect January 2000 - June 2001
SunGard 1993 - 2000
Skills
Software Development, SQL Server, SQL, Java, Integration, Databases, IT Management, C++, Data Center, Application Development, Architecture, IT Service Management, Servers, Network Administration, Team Leadership, Software Engineering, Program Management, System Administration, Disaster Recovery, Microsoft SQL Server, Oracle, Requirements Analysis, Business Analysis, Software Project..., SDLC, IT Strategy, Enterprise Architecture, Business Intelligence, Web Services, XML, Design Patterns, Java Enterprise Edition, SOA, .NET, Enterprise Software, AJAX, System Architecture, Agile Methodologies, Scrum, SaaS, Cloud Computing, Object Oriented Design, Software Design, Unix, Database Design, REST, WCF, Architectures, SOAP, T-SQL
Education
California State University-Northridge 1993 — 1998
Master Of Science
Gdańsk University of Technology 1977 — 1982
Master Of Science
Kamakura Corporation July 2005 - Present
Osaba Inc. January 2003 - June 2005
InvestTech Systems Consulting July 2001 - January 2003
TreasuryConnect January 2000 - June 2001
SunGard 1993 - 2000
Skills
Software Development, SQL Server, SQL, Java, Integration, Databases, IT Management, C++, Data Center, Application Development, Architecture, IT Service Management, Servers, Network Administration, Team Leadership, Software Engineering, Program Management, System Administration, Disaster Recovery, Microsoft SQL Server, Oracle, Requirements Analysis, Business Analysis, Software Project..., SDLC, IT Strategy, Enterprise Architecture, Business Intelligence, Web Services, XML, Design Patterns, Java Enterprise Edition, SOA, .NET, Enterprise Software, AJAX, System Architecture, Agile Methodologies, Scrum, SaaS, Cloud Computing, Object Oriented Design, Software Design, Unix, Database Design, REST, WCF, Architectures, SOAP, T-SQL
Education
California State University-Northridge 1993 — 1998
Master Of Science
Gdańsk University of Technology 1977 — 1982
Master Of Science
Elizabeth Critch's InvestTech Systems Consulting Experience June 2013 - October 2014
Job Director, US Treasury at ITV Studios
Industry Entertainment
Experience
ITV Studios November 2014 - Present
InvestTech Systems Consulting June 2013 - October 2014
International Lease Finance Corp September 2000 - June 2013
Walters/Gottlieb Partners December 1995 - August 2000
Skills
Investments, Cash Management, Accounts Payable, Debt, Accounts Receivable, Internal Controls, Forecasting, Leadership, Management, Process Improvement, Program Management, Financial Analysis, Strategy, Finance, Cross-functional Team..., Payroll, Project Management, Negotiation, Risk Management, Accounting, Consulting
Education
University of California, Los Angeles - The Anderson School of Management 2005 — 2008
Master of Business Administration (MBA)
California State University-Northridge 2001 — 2004
Bachelor of Arts (BA), Liberal Studies
Palm Beach Community College 1995 — 1997
Associate of Arts (AA), Elementary Education and Teaching
ITV Studios November 2014 - Present
InvestTech Systems Consulting June 2013 - October 2014
International Lease Finance Corp September 2000 - June 2013
Walters/Gottlieb Partners December 1995 - August 2000
Skills
Investments, Cash Management, Accounts Payable, Debt, Accounts Receivable, Internal Controls, Forecasting, Leadership, Management, Process Improvement, Program Management, Financial Analysis, Strategy, Finance, Cross-functional Team..., Payroll, Project Management, Negotiation, Risk Management, Accounting, Consulting
Education
University of California, Los Angeles - The Anderson School of Management 2005 — 2008
Master of Business Administration (MBA)
California State University-Northridge 2001 — 2004
Bachelor of Arts (BA), Liberal Studies
Palm Beach Community College 1995 — 1997
Associate of Arts (AA), Elementary Education and Teaching
Chris Spurrell's InvestTech Systems Consulting Experience September 2013 - Present
Job I help clients get results
Industry Management Consulting
Experience
InvestTech Systems Consulting September 2013 - Present
Actual Culture 2005 - Present
Investment Conversions & Consulting, Inc. 2010 - 2012
I.F.S.T. 2008 - 2010
Access Data Consulting Corporation 2001 - 2004
NewtonPartners, Inc. January 1999 - December 2001
Claremont Technology Group 1993 - 1999
British Gas 1989 - 1992
Skills
Commercial Photography, Portrait Photography, Portraits, Image Manipulation, Event Photography, Digital Photography, Project Management, Investment Accounting, Trading Systems, Data Warehouse..., Business Analysis, Management Consulting, Fine Art Photography, Writing, Creative Writing, Performing Arts, Producing, Strategy, Strategy Implementation, System Selection, Photoshop, Editorial Photography, Business Strategy, Fashion Photography, Travel Photography, Still Life, Studio Lighting, Environmental..., Wedding Photography, Photojournalism, Studio Photography, Image Editing, Architectural..., Food Photography, Darkroom, On Location, Capture One, Photography, Editorial, Weddings, Lighting, Photos, Accounting, Management, Consulting, Integration, Leadership, Program Management, Process Improvement, Portfolio Management
Education
Academy of Art University 2005 — 2009
MFA, Photography
Kingston University 1991 — 1992
Master of Business Administration (MBA), Strategy, Operations, Marketing, Finance, n/a
De la Salle College, University of Manchester 1980 — 1981
PostGraduate Certificate in Education, Biology and Physics, Distinction
Reading University 1979 — 1980
Master of Science (M.Sc.), Crop Physiology, n/a
University of London, Westfield College 1976 — 1979
Bachelor of Science (B.Sc.), Combined Honors, Botany and Biochemistry, II(ii)
InvestTech Systems Consulting September 2013 - Present
Actual Culture 2005 - Present
Investment Conversions & Consulting, Inc. 2010 - 2012
I.F.S.T. 2008 - 2010
Access Data Consulting Corporation 2001 - 2004
NewtonPartners, Inc. January 1999 - December 2001
Claremont Technology Group 1993 - 1999
British Gas 1989 - 1992
Skills
Commercial Photography, Portrait Photography, Portraits, Image Manipulation, Event Photography, Digital Photography, Project Management, Investment Accounting, Trading Systems, Data Warehouse..., Business Analysis, Management Consulting, Fine Art Photography, Writing, Creative Writing, Performing Arts, Producing, Strategy, Strategy Implementation, System Selection, Photoshop, Editorial Photography, Business Strategy, Fashion Photography, Travel Photography, Still Life, Studio Lighting, Environmental..., Wedding Photography, Photojournalism, Studio Photography, Image Editing, Architectural..., Food Photography, Darkroom, On Location, Capture One, Photography, Editorial, Weddings, Lighting, Photos, Accounting, Management, Consulting, Integration, Leadership, Program Management, Process Improvement, Portfolio Management
Education
Academy of Art University 2005 — 2009
MFA, Photography
Kingston University 1991 — 1992
Master of Business Administration (MBA), Strategy, Operations, Marketing, Finance, n/a
De la Salle College, University of Manchester 1980 — 1981
PostGraduate Certificate in Education, Biology and Physics, Distinction
Reading University 1979 — 1980
Master of Science (M.Sc.), Crop Physiology, n/a
University of London, Westfield College 1976 — 1979
Bachelor of Science (B.Sc.), Combined Honors, Botany and Biochemistry, II(ii)
Michael Rauh's InvestTech Systems Consulting Experience 2014 - Present
Job Senior Consultant at InvestTech Systems Consulting
Industry Financial Services
Experience
InvestTech Systems Consulting 2014 - Present
Skills
Fixed Income, Business Analysis, Derivatives, Equities, Trading Systems, SDLC, Investments, Market Data, Order Management, Vendor Management, Investment Projects, Customer Relations, Mutual Funds, Back Office, Electronic Trading, Microsoft Office, Front Office, Requirements Analysis, Business Relationship..., Middle Office, Investment Management, Financial Services, FX Options, Business Requirements, Requirements Gathering, Bloomberg, Conversions, Business Process..., Performance Analysis, Performance Measurement, User Acceptance Testing, SQL, Database Analysis, Contract Negotiation, Customer Retention, Trading, Capital Markets, SaaS, CRM, Strategy, Swaps, Data Analysis, Financial Markets, Enterprise Software, Portfolio Management, Relationship Management, Program Implementation, Charles River IMS
Education
Northern Illinois University
BS in Computer Science, Theoretical Emphasis, Math Minor
InvestTech Systems Consulting 2014 - Present
Skills
Fixed Income, Business Analysis, Derivatives, Equities, Trading Systems, SDLC, Investments, Market Data, Order Management, Vendor Management, Investment Projects, Customer Relations, Mutual Funds, Back Office, Electronic Trading, Microsoft Office, Front Office, Requirements Analysis, Business Relationship..., Middle Office, Investment Management, Financial Services, FX Options, Business Requirements, Requirements Gathering, Bloomberg, Conversions, Business Process..., Performance Analysis, Performance Measurement, User Acceptance Testing, SQL, Database Analysis, Contract Negotiation, Customer Retention, Trading, Capital Markets, SaaS, CRM, Strategy, Swaps, Data Analysis, Financial Markets, Enterprise Software, Portfolio Management, Relationship Management, Program Implementation, Charles River IMS
Education
Northern Illinois University
BS in Computer Science, Theoretical Emphasis, Math Minor
Andrew Vogel's InvestTech Systems Consulting Experience June 2015 - Present
Job Business Analyst Consulant at InvestTech Systems Consulting
Industry Financial Services
Experience
InvestTech Systems Consulting June 2015 - Present
Consultant November 2014 - Present
Capital Group May 2014 - November 2014
Janus Capital Group January 2012 - May 2014
Janus Capital Group January 2010 - January 2012
Janus Capital Group October 2007 - January 2010
Clayton January 2007 - September 2007
Clayton Fixed Income Services 2006 - 2007
Skills
Portfolio Management, Process Improvement, Accounting, Asset Allocation, Investments, Management, Trading, Fixed Income, Equities, Asset Management, Hedge Funds, Investment Management, Securities, Mutual Funds, Bloomberg
Education
Colorado State University 2001 — 2005
Bachelor of Science (B.S.), Finance, General
Massey University 2003 — 2003
InvestTech Systems Consulting June 2015 - Present
Consultant November 2014 - Present
Capital Group May 2014 - November 2014
Janus Capital Group January 2012 - May 2014
Janus Capital Group January 2010 - January 2012
Janus Capital Group October 2007 - January 2010
Clayton January 2007 - September 2007
Clayton Fixed Income Services 2006 - 2007
Skills
Portfolio Management, Process Improvement, Accounting, Asset Allocation, Investments, Management, Trading, Fixed Income, Equities, Asset Management, Hedge Funds, Investment Management, Securities, Mutual Funds, Bloomberg
Education
Colorado State University 2001 — 2005
Bachelor of Science (B.S.), Finance, General
Massey University 2003 — 2003
Sean Rahbari's InvestTech Systems Consulting Experience 2008 - Present
Job President at Rahbari Enterprises
Industry Financial Services
Experience
Rahbari Enterprises February 2014 - Present
InvestTech Systems Consulting 2008 - Present
First American Trust June 2001 - May 2008
First Allied Securities 1998 - 1999
brookside capital 1995 - 1996
standard pacific capital 1995 - 1996
Education
San Diego State University-California State University 1989 — 1993
Rahbari Enterprises February 2014 - Present
InvestTech Systems Consulting 2008 - Present
First American Trust June 2001 - May 2008
First Allied Securities 1998 - 1999
brookside capital 1995 - 1996
standard pacific capital 1995 - 1996
Education
San Diego State University-California State University 1989 — 1993
Martin Ouellette's InvestTech Systems Consulting Experience September 2011 - Present
Job Managing Director at InvestTech Systems Consulting
Industry Information Technology and Services
Experience
InvestTech Systems Consulting September 2011 - Present
Solutions Advisory Partners April 2010 - September 2011
Beyond Insight Inc April 2010 - September 2011
ING Investment Management July 2007 - March 2010
EAGLE INVESTMENT SYSTEMS, INC August 2000 - June 2007
Investors Bank and Trust August 1998 - August 2000
Boston Financial Data Services 1993 - 1998
Education
University of Massachusetts Dartmouth 1989 — 1995
Masters, Business Administration
Stonehill College 1984 — 1988
Bachelor of Science, Business Administration
InvestTech Systems Consulting September 2011 - Present
Solutions Advisory Partners April 2010 - September 2011
Beyond Insight Inc April 2010 - September 2011
ING Investment Management July 2007 - March 2010
EAGLE INVESTMENT SYSTEMS, INC August 2000 - June 2007
Investors Bank and Trust August 1998 - August 2000
Boston Financial Data Services 1993 - 1998
Education
University of Massachusetts Dartmouth 1989 — 1995
Masters, Business Administration
Stonehill College 1984 — 1988
Bachelor of Science, Business Administration
Gilbert Lew's InvestTech Systems Consulting Experience May 2014 - Present
Job Principal Consultant at Intelligo Partners
Industry Information Technology and Services
Experience
Intelligo Partners January 2013 - Present
InvestTech Systems Consulting May 2014 - Present
Scotiabank January 2013 - April 2014
Ontario Teachers' Pension Plan February 2009 - December 2012
Avanade (An Accenture/Microsoft Joint Venture) May 2008 - December 2012
AIC Funds (Now Manulife Investments) May 2008 - October 2008
MTS Allstream 2006 - 2008
MTS Allstream 2000 - 2006
Bell Canada 1998 - 2000
Skills
Business Analysis, SDLC, Solution Architecture, Requirements Analysis, Project Management, Requirements Gathering, Enterprise Architecture, Account Management, Coaching, Agile Methodologies, IT Strategy, Business Intelligence, Derivatives, Fixed Income, Equities, Technical Analysis, ITIL Certified, SharePoint, PL/SQL, Data Modeling, Microsoft SQL Server, Data Warehousing, Business Requirements, Business Process, Project Delivery, Integration, Management, User Acceptance Testing, Software Project..., PMO, SOA, Project Portfolio..., Business Process Design, PMP, Agile Project Management, Vendor Management, Business Process..., Systems Analysis
Education
McMaster University 1998 — 2000
Master of Business Administration (M.B.A.), Information systems
Wilfrid Laurier University 1996 — 1997
M.A., Neuroscience
Wilfrid Laurier University 1993 — 1996
B.Sc., Psychology
Intelligo Partners January 2013 - Present
InvestTech Systems Consulting May 2014 - Present
Scotiabank January 2013 - April 2014
Ontario Teachers' Pension Plan February 2009 - December 2012
Avanade (An Accenture/Microsoft Joint Venture) May 2008 - December 2012
AIC Funds (Now Manulife Investments) May 2008 - October 2008
MTS Allstream 2006 - 2008
MTS Allstream 2000 - 2006
Bell Canada 1998 - 2000
Skills
Business Analysis, SDLC, Solution Architecture, Requirements Analysis, Project Management, Requirements Gathering, Enterprise Architecture, Account Management, Coaching, Agile Methodologies, IT Strategy, Business Intelligence, Derivatives, Fixed Income, Equities, Technical Analysis, ITIL Certified, SharePoint, PL/SQL, Data Modeling, Microsoft SQL Server, Data Warehousing, Business Requirements, Business Process, Project Delivery, Integration, Management, User Acceptance Testing, Software Project..., PMO, SOA, Project Portfolio..., Business Process Design, PMP, Agile Project Management, Vendor Management, Business Process..., Systems Analysis
Education
McMaster University 1998 — 2000
Master of Business Administration (M.B.A.), Information systems
Wilfrid Laurier University 1996 — 1997
M.A., Neuroscience
Wilfrid Laurier University 1993 — 1996
B.Sc., Psychology
Glenn Linderman's InvestTech Systems Consulting Experience January 1997 - April 1998
Job Senior Sage 300 ERP Application Consultant at Equation Technologies, Inc.
Industry Information Services
Experience
Equation Technologies, Inc. January 2014 - Present
DSD Business Systems Inc., Horizon Information Systems, Inc. February 2001 - January 2014
Apollo Global Management LLC April 1998 - July 2000
Networks Electronic, Inc. May 1994 - December 1999
InvestTech Systems Consulting January 1997 - April 1998
Glendale Federal Bank, FSB December 1995 - January 1997
Libra Investments, Inc. February 1992 - October 1995
Columbia Savings & Loan Association February 1988 - January 1992
CCH Computax, Inc. August 1982 - January 1988
Merrill Lynch September 1980 - June 1982
Education
Southwestern University School of Law 1988 — 1989
Jurist Doctorate Credits, Law
Pepperdine University 1985 — 1987
Master of Business Administration (M.B.A.), Business Administration and Management, General
Oakland University 1977 — 1981
Bachelor of Science (B.S.), Finance and Computer Science
Equation Technologies, Inc. January 2014 - Present
DSD Business Systems Inc., Horizon Information Systems, Inc. February 2001 - January 2014
Apollo Global Management LLC April 1998 - July 2000
Networks Electronic, Inc. May 1994 - December 1999
InvestTech Systems Consulting January 1997 - April 1998
Glendale Federal Bank, FSB December 1995 - January 1997
Libra Investments, Inc. February 1992 - October 1995
Columbia Savings & Loan Association February 1988 - January 1992
CCH Computax, Inc. August 1982 - January 1988
Merrill Lynch September 1980 - June 1982
Education
Southwestern University School of Law 1988 — 1989
Jurist Doctorate Credits, Law
Pepperdine University 1985 — 1987
Master of Business Administration (M.B.A.), Business Administration and Management, General
Oakland University 1977 — 1981
Bachelor of Science (B.S.), Finance and Computer Science
Bennett Kaplan's InvestTech Systems Consulting Experience 2003 - Present
Job Principal at InvestTech
Industry Financial Services
Experience
InvestTech Systems Consulting 2003 - Present
Robeco Investment Management 2000 - 2003
Oppenheimer Capital 1992 - 2000
US Trust 1987 - 1992
Skills
Alternative Investments, Corporate Actions, Investment Management, Investments, Portfolio Management, SDLC, Strategy, Trading, Business Analysis, Management, Integration, Mutual Funds, Equities, Financial Services, Fixed Income
Education
D'Amore-McKim School of Business at Northeastern University 1985 — 1987
MBA, Finance
University at Buffalo 1981 — 1985
BS, Information Technology
InvestTech Systems Consulting 2003 - Present
Robeco Investment Management 2000 - 2003
Oppenheimer Capital 1992 - 2000
US Trust 1987 - 1992
Skills
Alternative Investments, Corporate Actions, Investment Management, Investments, Portfolio Management, SDLC, Strategy, Trading, Business Analysis, Management, Integration, Mutual Funds, Equities, Financial Services, Fixed Income
Education
D'Amore-McKim School of Business at Northeastern University 1985 — 1987
MBA, Finance
University at Buffalo 1981 — 1985
BS, Information Technology
Dana Peixotto's InvestTech Systems Consulting Experience April 2013 - Present
Job Project Consultant at InvestTech Systems Consulting
Industry Investment Banking
Experience
InvestTech Systems Consulting April 2013 - Present
Invesco Ltd. October 2011 - April 2013
JPMorgan Chase January 2010 - September 2011
JPMorgan Chase November 2007 - December 2009
JPMorgan Chase May 2007 - November 2007
Intel Corporation November 2004 - May 2006
Intel Corporation June 2004 - October 2004
Skills
SDLC, Business Analysis, Software Project..., SQL, Agile Methodologies, Oracle, Requirements Analysis, Visio, Unix, Agile Project Management, Vendor Management, Requirements Gathering, Microsoft SQL Server, Informatica, Crystal Reports, Object Oriented Design, MS Project, Autosys, HTML, XML, Technology Change..., Analysis, Software Documentation, Web Services, C#, Project Management
Education
University of Houston 2008 — 2010
Master of Business Administration (M.B.A.), International Business
Ecole centrale de Paris 2006 — 2007
Masters, Computer Science and Telecommunications
University of Washington 1999 — 2004
BS, Computer Science
University of Washington 1999 — 2004
BA, French
InvestTech Systems Consulting April 2013 - Present
Invesco Ltd. October 2011 - April 2013
JPMorgan Chase January 2010 - September 2011
JPMorgan Chase November 2007 - December 2009
JPMorgan Chase May 2007 - November 2007
Intel Corporation November 2004 - May 2006
Intel Corporation June 2004 - October 2004
Skills
SDLC, Business Analysis, Software Project..., SQL, Agile Methodologies, Oracle, Requirements Analysis, Visio, Unix, Agile Project Management, Vendor Management, Requirements Gathering, Microsoft SQL Server, Informatica, Crystal Reports, Object Oriented Design, MS Project, Autosys, HTML, XML, Technology Change..., Analysis, Software Documentation, Web Services, C#, Project Management
Education
University of Houston 2008 — 2010
Master of Business Administration (M.B.A.), International Business
Ecole centrale de Paris 2006 — 2007
Masters, Computer Science and Telecommunications
University of Washington 1999 — 2004
BS, Computer Science
University of Washington 1999 — 2004
BA, French
Todd Cress, CFA's InvestTech Systems Consulting Experience May 2014 - Present
Job Business Consultant at InvestTech Systems Consulting
Industry Investment Management
Experience
InvestTech Systems Consulting May 2014 - Present
Covariance Capital Management April 2012 - January 2014
Man Investments July 2009 - April 2011
Glenwood Capital Investments November 2006 - July 2009
UAL Loyalty Services 2001 - 2005
United Airlines 1996 - 2000
Hay Group 1992 - 1994
Skills
Hedge Funds, Business Development, Finance, Management, Alternative Investments, Fund Of Funds, Equities, Portfolio Management, Investments, Due Diligence, Commodity, Mutual Funds, Investment Management, Asset Management, Financial Modeling, Fixed Income, Asset Allocation
Education
Indiana University Bloomington
B.S., Business Administration and Management, General
University of Chicago
MBA, Finance, Strategy
InvestTech Systems Consulting May 2014 - Present
Covariance Capital Management April 2012 - January 2014
Man Investments July 2009 - April 2011
Glenwood Capital Investments November 2006 - July 2009
UAL Loyalty Services 2001 - 2005
United Airlines 1996 - 2000
Hay Group 1992 - 1994
Skills
Hedge Funds, Business Development, Finance, Management, Alternative Investments, Fund Of Funds, Equities, Portfolio Management, Investments, Due Diligence, Commodity, Mutual Funds, Investment Management, Asset Management, Financial Modeling, Fixed Income, Asset Allocation
Education
Indiana University Bloomington
B.S., Business Administration and Management, General
University of Chicago
MBA, Finance, Strategy
Patrick Egan's InvestTech Systems Consulting Experience May 2012 - Present
Job Partner at Data3Sixty
Industry Financial Services
Experience
Data3Sixty April 2013 - Present
InvestTech Systems Consulting May 2012 - Present
Pioneer Investments January 2010 - May 2012
Pioneer Investment Management, Boston, MA, USA January 2007 - January 2010
Crestone International 1998 - 2004
Ramos & Associates 1994 - 1999
Skills
Data Governance, Data Quality, Data Warehouse..., Metadata Management, Integration, Master Data Management, Data Warehousing, Data Modeling, Business Intelligence, Reference Data, Business Analysis, PeopleSoft, Enterprise Architecture, Oracle, Microsoft SQL Server, Market Data, ERP, IT Strategy, Data Management, Data Integration, .NET, Web Services, Requirements Gathering, Business Requirements, Data Archiecture, Financial Market Data, Governance, SSIS, Crystal Reports, SOA, Metadata, Sybase, SSRS, Security, Database Design, User Acceptance Testing, Big Data, Data Migration, Business Process, ETL, JQuery, SQL Server, Eagle Pace, BlackRock Aladdin
Education
Regis University 2009 — 2011
MS, Software Engineering and Data Management
Galway-Mayo Institute of Technology 1987 — 1991
BS, Systems analysis and Design
Data3Sixty April 2013 - Present
InvestTech Systems Consulting May 2012 - Present
Pioneer Investments January 2010 - May 2012
Pioneer Investment Management, Boston, MA, USA January 2007 - January 2010
Crestone International 1998 - 2004
Ramos & Associates 1994 - 1999
Skills
Data Governance, Data Quality, Data Warehouse..., Metadata Management, Integration, Master Data Management, Data Warehousing, Data Modeling, Business Intelligence, Reference Data, Business Analysis, PeopleSoft, Enterprise Architecture, Oracle, Microsoft SQL Server, Market Data, ERP, IT Strategy, Data Management, Data Integration, .NET, Web Services, Requirements Gathering, Business Requirements, Data Archiecture, Financial Market Data, Governance, SSIS, Crystal Reports, SOA, Metadata, Sybase, SSRS, Security, Database Design, User Acceptance Testing, Big Data, Data Migration, Business Process, ETL, JQuery, SQL Server, Eagle Pace, BlackRock Aladdin
Education
Regis University 2009 — 2011
MS, Software Engineering and Data Management
Galway-Mayo Institute of Technology 1987 — 1991
BS, Systems analysis and Design
Stephen Maher's InvestTech Systems Consulting Experience July 2005 - July 2009
Job President at SPM Investment Systems Consulting (SPMIsc, Inc)
Industry Investment Management
Experience
SPM Investment Systems Consulting (SPMIsc, Inc) July 2015 - Present
Charles River Development September 2012 - June 2015
Wellington Management August 2010 - November 2012
Maher Investment System Consulting, LLC. March 2009 - August 2010
InvestTech Systems Consulting July 2005 - July 2009
Evergreen Investments April 2002 - July 2005
Gartmore Global Investments August 2000 - April 2002
Evergreen Investments January 1994 - January 2000
Skills
Data Analysis, Trading Systems, Portia, Commodity, Analysis, User Acceptance Testing, Business Analysis, Middle Office, Databases, Market Data, Electronic Trading, Capital Markets, Requirements Gathering, Software Documentation, SDLC, Financial Markets, Hedge Funds, Reference Data, CDS, Requirements Analysis, Fixed Income, Bloomberg, Trading
Education
Saint Joseph's University 2000 — 2002
MBA, Finance
Temple University 1989 — 1991
BA, Finance
SPM Investment Systems Consulting (SPMIsc, Inc) July 2015 - Present
Charles River Development September 2012 - June 2015
Wellington Management August 2010 - November 2012
Maher Investment System Consulting, LLC. March 2009 - August 2010
InvestTech Systems Consulting July 2005 - July 2009
Evergreen Investments April 2002 - July 2005
Gartmore Global Investments August 2000 - April 2002
Evergreen Investments January 1994 - January 2000
Skills
Data Analysis, Trading Systems, Portia, Commodity, Analysis, User Acceptance Testing, Business Analysis, Middle Office, Databases, Market Data, Electronic Trading, Capital Markets, Requirements Gathering, Software Documentation, SDLC, Financial Markets, Hedge Funds, Reference Data, CDS, Requirements Analysis, Fixed Income, Bloomberg, Trading
Education
Saint Joseph's University 2000 — 2002
MBA, Finance
Temple University 1989 — 1991
BA, Finance
Tom Hong, CA, CFA's InvestTech Systems Consulting Experience January 1999 - Present
Job
Industry Information Technology and Services
Experience
InvestTech Systems Consulting January 1999 - Present
Skills
Business Requirements, Data Conversion, Large Scale Deployments, Data Reconciliation, Management Consulting, Project Delivery, Data Integration, Systems Analysis, Investment Systems..., Business Workflows
Education
Queen's University
Bachelor of Commerce (B.Com.)
InvestTech Systems Consulting January 1999 - Present
Skills
Business Requirements, Data Conversion, Large Scale Deployments, Data Reconciliation, Management Consulting, Project Delivery, Data Integration, Systems Analysis, Investment Systems..., Business Workflows
Education
Queen's University
Bachelor of Commerce (B.Com.)
Michelle Devereaux's InvestTech Systems Consulting Experience August 2002 - October 2005
Job Consultant / Business Analyst Compliance Data Management
Industry Investment Management
Experience
Jennison Partners March 2015 - Present
Brown Brother Harriman (BBH) December 2011 - December 2014
Ameriprise Financial Services, Inc. August 2010 - June 2011
Columbia Managemet / Bank of America October 2005 - January 2009
Scudder 2005 - 2006
InvestTech Systems Consulting August 2002 - October 2005
Charles River Development February 1996 - March 2002
PIMCO (Pacific Investment Management Company) August 1991 - November 1995
Putnam Investments July 1989 - July 1991
Skills
Business Analysis
Education
Assumption College 1985 — 1989
BA, Business Management
Richmond College, London, England
Jennison Partners March 2015 - Present
Brown Brother Harriman (BBH) December 2011 - December 2014
Ameriprise Financial Services, Inc. August 2010 - June 2011
Columbia Managemet / Bank of America October 2005 - January 2009
Scudder 2005 - 2006
InvestTech Systems Consulting August 2002 - October 2005
Charles River Development February 1996 - March 2002
PIMCO (Pacific Investment Management Company) August 1991 - November 1995
Putnam Investments July 1989 - July 1991
Skills
Business Analysis
Education
Assumption College 1985 — 1989
BA, Business Management
Richmond College, London, England
Emery Cyrus's InvestTech Systems Consulting Experience May 2012 - December 2014
Job
Industry Financial Services
Experience
InvestTech Systems Consulting May 2012 - December 2014
HSBC Securities February 2008 - January 2012
HSBC Securities February 2004 - February 2008
TIAA-CREF August 2001 - September 2003
Skills
Software Implementation, User Acceptance Testing, Reference Data, End User Training, Functional Testing, Advent Geneva, Advent Partner, Unix, Business Analysis, Swaps, FX Hedging, SQL, Visual Basic, Bloomberg Terminal, Microsoft Office, C++, Koger NTAS, Fund Administration, Fund Accounting, Equities, Equity Derivatives, Mutual Funds, Fund Of Funds, Financial Accounting, Alternative Investments, Valuation, Investments, Securities, Account Reconciliation, Back Office, Middle Office, Multi-currency..., Fixed Income, Hedge Funds, Bloomberg, Portfolio Management, Financial Services, Derivatives, Asset Management, Accounting, Software Development...
Education
DeVry Institute of Technology
Bachelor of Science (BS), Information Technology
Saint John's University
BS, Accounting
InvestTech Systems Consulting May 2012 - December 2014
HSBC Securities February 2008 - January 2012
HSBC Securities February 2004 - February 2008
TIAA-CREF August 2001 - September 2003
Skills
Software Implementation, User Acceptance Testing, Reference Data, End User Training, Functional Testing, Advent Geneva, Advent Partner, Unix, Business Analysis, Swaps, FX Hedging, SQL, Visual Basic, Bloomberg Terminal, Microsoft Office, C++, Koger NTAS, Fund Administration, Fund Accounting, Equities, Equity Derivatives, Mutual Funds, Fund Of Funds, Financial Accounting, Alternative Investments, Valuation, Investments, Securities, Account Reconciliation, Back Office, Middle Office, Multi-currency..., Fixed Income, Hedge Funds, Bloomberg, Portfolio Management, Financial Services, Derivatives, Asset Management, Accounting, Software Development...
Education
DeVry Institute of Technology
Bachelor of Science (BS), Information Technology
Saint John's University
BS, Accounting
Michael Busk's InvestTech Systems Consulting Experience October 2007 - September 2010
Job Senior Consultant at Advent Software
Industry Computer Software
Experience
Advent Software September 2010 - Present
InvestTech Systems Consulting October 2007 - September 2010
Skills
Business Analysis, Project Management, Accounting, Fund Accounting, Data Conversion, Agile Methodologies, VBA, General Ledger, Alternative Investments, Financial Accounting, RSL, G/L Reconciliations, P&L reconciliation, SQL, RDL
Education
Temple University 1994 — 1996
Bachelor of Arts (B.A.), Finance, General
Advent Software September 2010 - Present
InvestTech Systems Consulting October 2007 - September 2010
Skills
Business Analysis, Project Management, Accounting, Fund Accounting, Data Conversion, Agile Methodologies, VBA, General Ledger, Alternative Investments, Financial Accounting, RSL, G/L Reconciliations, P&L reconciliation, SQL, RDL
Education
Temple University 1994 — 1996
Bachelor of Arts (B.A.), Finance, General
Matthew Lautzenheiser's InvestTech Systems Consulting Experience 2012 - Present
Job Independent Consultant
Industry Information Technology and Services
Experience
InvestTech Systems Consulting 2012 - Present
Alberta Investment Management Corporation (AIMCo) 2012 - 2013
BNY Mellon 2012 - 2012
Janus Capital Group 2011 - 2012
Janus Capital Group 2007 - 2011
Skills
SimCorp Dimension, Cadis, Eagle, Confluence, CRD, FMC, IDQ, Systems Analysis, Business Requirements, Mutual Funds, Fixed Income, Requirements Gathering, Business Analysis, Business Intelligence, Business Process, Analysis, Equities, SDLC, Requirements Analysis, Risk Management, Project Management, Performance Improvement
Education
Ball State University 1998 — 2002
Bachelor of Science (BS), Finance, General
InvestTech Systems Consulting 2012 - Present
Alberta Investment Management Corporation (AIMCo) 2012 - 2013
BNY Mellon 2012 - 2012
Janus Capital Group 2011 - 2012
Janus Capital Group 2007 - 2011
Skills
SimCorp Dimension, Cadis, Eagle, Confluence, CRD, FMC, IDQ, Systems Analysis, Business Requirements, Mutual Funds, Fixed Income, Requirements Gathering, Business Analysis, Business Intelligence, Business Process, Analysis, Equities, SDLC, Requirements Analysis, Risk Management, Project Management, Performance Improvement
Education
Ball State University 1998 — 2002
Bachelor of Science (BS), Finance, General
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY