Oakbrook Solutions
Industry: Company
DescriptionFounded: 1999 Subsidiary: Michael Gary Consulting, Incorporated
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Oakbrook Solutions Employees
Employee
Years
Job
Industry
Chandra Tyler, PMP Chandra Tyler, PMP's Oakbrook Solutions Experience 2011 - April 2015
Job Senior Project Manager
Industry Information Technology and Services
Experience
Fiserv Lending Solutions September 2013 - Present
Oakbrook Solutions 2011 - April 2015
Barclaycard 2010 - 2011
BARCLAYCARD US 2010 - 2011
Evergreen Investments 2006 - 2010
Delaware Investments 1996 - 2006
PNC Bank 1978 - 1995
Skills
Project Management, Budgeting and Planning, Business Analysis, Operations and..., Relationship Management, Accounting/Reconciliatio..., Quality Control, Training of deliverables
Education
Rosemont College
MBA, Management
Saint Joseph's University
BS, Human Services Administration
The George Washington University
Project Management
Fiserv Lending Solutions September 2013 - Present
Oakbrook Solutions 2011 - April 2015
Barclaycard 2010 - 2011
BARCLAYCARD US 2010 - 2011
Evergreen Investments 2006 - 2010
Delaware Investments 1996 - 2006
PNC Bank 1978 - 1995
Skills
Project Management, Budgeting and Planning, Business Analysis, Operations and..., Relationship Management, Accounting/Reconciliatio..., Quality Control, Training of deliverables
Education
Rosemont College
MBA, Management
Saint Joseph's University
BS, Human Services Administration
The George Washington University
Project Management
Neil Clower, PMP Neil Clower, PMP's Oakbrook Solutions Experience February 2013 - Present
Job IT Project Manager PMP, Technical Analyst
Industry Information Technology and Services
Experience
Oakbrook Solutions February 2013 - Present
Capital One June 2011 - August 2011
Freelance/Caregiver February 2009 - June 2011
Fidelity Investments 2007 - 2009
Fidelity Investments 1993 - 2007
Skills
PMP, Client Facing Skills, Software Development, COBOL, Staff Management, Clarity, TSO, Control M, CICS, MVS, JCL, IT systems development, Full SDLC, Matrix Management, Functional Management, Software Project..., 24x7 Production Support, Technical Staff..., Software Implementation, Data Center, Data Conversion, Change Management, Software Consulting, Waterfall, SDLC, Disaster Recovery, Business Requirements, Requirements Analysis, Visio, Project Management, Access, Vendor Management, Resource Management, Mainframe, IT Strategy, Business Analysis, Management, Project Delivery, IT Management, Requirements Gathering, Production Support, Integration, Project Portfolio..., Software Documentation, PMO, MS Project, Oracle, Systems Analysis, Business Process..., SharePoint
Education
The University of Georgia 1985 — 1989
BBA, Management Information Systems
Oakbrook Solutions February 2013 - Present
Capital One June 2011 - August 2011
Freelance/Caregiver February 2009 - June 2011
Fidelity Investments 2007 - 2009
Fidelity Investments 1993 - 2007
Skills
PMP, Client Facing Skills, Software Development, COBOL, Staff Management, Clarity, TSO, Control M, CICS, MVS, JCL, IT systems development, Full SDLC, Matrix Management, Functional Management, Software Project..., 24x7 Production Support, Technical Staff..., Software Implementation, Data Center, Data Conversion, Change Management, Software Consulting, Waterfall, SDLC, Disaster Recovery, Business Requirements, Requirements Analysis, Visio, Project Management, Access, Vendor Management, Resource Management, Mainframe, IT Strategy, Business Analysis, Management, Project Delivery, IT Management, Requirements Gathering, Production Support, Integration, Project Portfolio..., Software Documentation, PMO, MS Project, Oracle, Systems Analysis, Business Process..., SharePoint
Education
The University of Georgia 1985 — 1989
BBA, Management Information Systems
J. Michael Kennedy J. Michael Kennedy's Oakbrook Solutions Experience December 2013 - July 2014
Job Vice President Trust Administration Risk Manager at Huntington National Bank
Industry Banking
Experience
Huntington National Bank July 2014 - Present
Oakbrook Solutions December 2013 - July 2014
First Republic Trust Company - First Republic Bank January 2012 - August 2012
Regions Bank March 2009 - June 2010
BB&T - Institutional Trust Services January 2006 - February 2009
BB&T December 2002 - January 2006
RBC August 2001 - December 2002
Investors Bank and Trust Company May 1998 - July 2001
Fiduciary Trust Company July 1987 - April 1998
Skills
Series 63, Series 6, Securities, Mutual Funds, Bonds, Wealth Management, Banking, Investment Management, Loans, Private Banking, Asset Managment, Commercial Lending, Fixed Income, Investments, Cash Management, Credit, Credit Risk, Financial Risk, Commercial Banking, Finance, Risk Management, Asset Management
Education
Cannon Trust School 2004 — 2005
Trust Certificate - Level I, Trust
University of New Haven 1996 — 1998
MBA, Business
Jacksonville University 1977 — 1981
BS, Economics
NASD Series 6 & 63
Mutual Fund License, NASD
Huntington National Bank July 2014 - Present
Oakbrook Solutions December 2013 - July 2014
First Republic Trust Company - First Republic Bank January 2012 - August 2012
Regions Bank March 2009 - June 2010
BB&T - Institutional Trust Services January 2006 - February 2009
BB&T December 2002 - January 2006
RBC August 2001 - December 2002
Investors Bank and Trust Company May 1998 - July 2001
Fiduciary Trust Company July 1987 - April 1998
Skills
Series 63, Series 6, Securities, Mutual Funds, Bonds, Wealth Management, Banking, Investment Management, Loans, Private Banking, Asset Managment, Commercial Lending, Fixed Income, Investments, Cash Management, Credit, Credit Risk, Financial Risk, Commercial Banking, Finance, Risk Management, Asset Management
Education
Cannon Trust School 2004 — 2005
Trust Certificate - Level I, Trust
University of New Haven 1996 — 1998
MBA, Business
Jacksonville University 1977 — 1981
BS, Economics
NASD Series 6 & 63
Mutual Fund License, NASD
Rosaria Marchetta Rosaria Marchetta's Oakbrook Solutions Experience February 2013 - May 2013
Job Senior Business Analyst
Industry Financial Services
Experience
NIIT-Technologies February 2013 - October 2014
Oakbrook Solutions February 2013 - May 2013
Guardian Trust 2009 - 2010
Long Island Public High Schools 2003 - 2008
HSBC Bank USA 1991 - 2003
Panache Consulting 1989 - 1991
Skills
Back Office, Spanish, Wealth Management, Securities, Asset Management, Mutual Funds, Investments, Banking, Equities, Fixed Income, Teaching, Risk Management, Portfolio Management, Human Resources, Business Analysis, Microsoft Excel, Customer Service, Financial Services, Trading, Relationship Management, Finance, Derivatives, Vendor Management
Education
Touro College 2004 — 2006
MS, Masters in Literacy Birth-Grade 12
City University of New York 1971 — 1975
BA, LIberal Arts, Spanish Language, Ed minor
NIIT-Technologies February 2013 - October 2014
Oakbrook Solutions February 2013 - May 2013
Guardian Trust 2009 - 2010
Long Island Public High Schools 2003 - 2008
HSBC Bank USA 1991 - 2003
Panache Consulting 1989 - 1991
Skills
Back Office, Spanish, Wealth Management, Securities, Asset Management, Mutual Funds, Investments, Banking, Equities, Fixed Income, Teaching, Risk Management, Portfolio Management, Human Resources, Business Analysis, Microsoft Excel, Customer Service, Financial Services, Trading, Relationship Management, Finance, Derivatives, Vendor Management
Education
Touro College 2004 — 2006
MS, Masters in Literacy Birth-Grade 12
City University of New York 1971 — 1975
BA, LIberal Arts, Spanish Language, Ed minor
Joanne Steuber Joanne Steuber's Oakbrook Solutions Experience July 2011 - December 2011
Job Business Project Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo September 2012 - February 2014
Ally Financial Inc. May 2012 - September 2012
Oakbrook Solutions July 2011 - December 2011
Consulting Solutions September 2009 - July 2011
Pargon Solutions February 2011 - June 2011
Wells Fargo November 2009 - March 2011
PFPC Trust Company March 1998 - July 2009
PFPC March 1998 - July 2009
PFPC Trust Company March 1998 - July 2009
Skills
Banking, Mutual Funds, Wealth Management, Customer Relations, Program Management, Team Building, Asset Management, Business Analysis, Equities, Problem Solving, Project Delivery, Requirements Gathering, Financial Planning, Business Process Design, Administration, Excel, MS Project, Change Management, SharePoint, Requirements Analysis, Project Planning, Microsoft Excel, Training, Process Improvement, Software Documentation, Risk Management, Visio, Financial Services, System Administration, Asset Managment, Management, Financial Reporting, Integration, Project Management, Accounting, Access, Leadership, Customer Service, PMO, Strategic Financial..., Vendor Management, Analysis, Business Intelligence, Business Process, Business Process..., Business Requirements, ERP, Financial Risk, Investments, Portfolio Management
Education
Delaware County Community College 1988 — 1992
Associates
Widener University
BS
Wells Fargo September 2012 - February 2014
Ally Financial Inc. May 2012 - September 2012
Oakbrook Solutions July 2011 - December 2011
Consulting Solutions September 2009 - July 2011
Pargon Solutions February 2011 - June 2011
Wells Fargo November 2009 - March 2011
PFPC Trust Company March 1998 - July 2009
PFPC March 1998 - July 2009
PFPC Trust Company March 1998 - July 2009
Skills
Banking, Mutual Funds, Wealth Management, Customer Relations, Program Management, Team Building, Asset Management, Business Analysis, Equities, Problem Solving, Project Delivery, Requirements Gathering, Financial Planning, Business Process Design, Administration, Excel, MS Project, Change Management, SharePoint, Requirements Analysis, Project Planning, Microsoft Excel, Training, Process Improvement, Software Documentation, Risk Management, Visio, Financial Services, System Administration, Asset Managment, Management, Financial Reporting, Integration, Project Management, Accounting, Access, Leadership, Customer Service, PMO, Strategic Financial..., Vendor Management, Analysis, Business Intelligence, Business Process, Business Process..., Business Requirements, ERP, Financial Risk, Investments, Portfolio Management
Education
Delaware County Community College 1988 — 1992
Associates
Widener University
BS
Lynn Coverdell Lynn Coverdell's Oakbrook Solutions Experience March 2005 - March 2007
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Oakbrook Solutions March 2005 - March 2007
JPMorgan Chase 2001 - 2005
JPMorgan 2001 - 2005
JP Morgan Chase 2001 - 2005
Advisor Technology Services 1996 - 1998
Skills
Requirements Analysis, Relationship Management, Banking, Project Management, Securities, Business Requirements, Software Project..., Financial Services, Disaster Recovery, SDLC, Production Support, CRM, Business Analysis, Process Improvement, Quality Assurance, Software Documentation, COBOL, Portfolio Management, TSO, Vendor Management, CICS, Requirements Gathering, Mainframe, Visio
Education
University of Missouri-Saint Louis 1984 — 1984
Certificate, Business Writing
Manpower Business Training Institute 1967 — 1968
Cetificate, Information Technology Systems and Programming
Oakbrook Solutions March 2005 - March 2007
JPMorgan Chase 2001 - 2005
JPMorgan 2001 - 2005
JP Morgan Chase 2001 - 2005
Advisor Technology Services 1996 - 1998
Skills
Requirements Analysis, Relationship Management, Banking, Project Management, Securities, Business Requirements, Software Project..., Financial Services, Disaster Recovery, SDLC, Production Support, CRM, Business Analysis, Process Improvement, Quality Assurance, Software Documentation, COBOL, Portfolio Management, TSO, Vendor Management, CICS, Requirements Gathering, Mainframe, Visio
Education
University of Missouri-Saint Louis 1984 — 1984
Certificate, Business Writing
Manpower Business Training Institute 1967 — 1968
Cetificate, Information Technology Systems and Programming
Peter Killenbeck Peter Killenbeck's Oakbrook Solutions Experience May 2009 - October 2010
Job Training Consultant Trust Client Services at BMO Harris Global Asset Management
Industry Financial Services
Experience
BMO Harris Private Banking December 2010 - Present
Oakbrook Solutions May 2009 - October 2010
LandAmerica Financial Group July 2007 - May 2009
McKesson Medical-Surgical January 2002 - July 2007
Riggs Bank May 2000 - January 2002
Metavante October 1998 - April 2000
Central Fidelity Bank December 1992 - September 1998
Central Fidelity Bank November 1985 - December 1992
Skills
Accounting, Account Reconciliation, Documentations, Process Improvement, Internal Controls, Access, Internal Audit, Data Analysis, Banking, Risk Management, Investments, Financial Analysis, Financial Services, Wealth Management, Credit, Management, Auditing, Finance, Insurance, Training
Education
Virginia Commonwealth University - School of Business 1986 — 1990
MS, Business
Nazareth College 1984 — 1985
Education
Washington and Lee University 1980 — 1984
BS, Accounting, French
BMO Harris Private Banking December 2010 - Present
Oakbrook Solutions May 2009 - October 2010
LandAmerica Financial Group July 2007 - May 2009
McKesson Medical-Surgical January 2002 - July 2007
Riggs Bank May 2000 - January 2002
Metavante October 1998 - April 2000
Central Fidelity Bank December 1992 - September 1998
Central Fidelity Bank November 1985 - December 1992
Skills
Accounting, Account Reconciliation, Documentations, Process Improvement, Internal Controls, Access, Internal Audit, Data Analysis, Banking, Risk Management, Investments, Financial Analysis, Financial Services, Wealth Management, Credit, Management, Auditing, Finance, Insurance, Training
Education
Virginia Commonwealth University - School of Business 1986 — 1990
MS, Business
Nazareth College 1984 — 1985
Education
Washington and Lee University 1980 — 1984
BS, Accounting, French
CHRIS MARTINEZ, CFP® CHRIS MARTINEZ, CFP®'s Oakbrook Solutions Experience 2011 - Present
Job Wealth Management & Family Office Consultant | Financial Planner
Industry Financial Services
Experience
Oakbrook Solutions 2011 - Present
Skills
Wealth Management, Family Office Services, Asset Management, Hedge Funds, Financial Planning, Strategic Planning, Organizational Change, M&A experience, P&L Management, Business Process..., Project Management, Vendor Management, Risk Management, Compliance, Front, Middle & Back Office..., Global Clearing &..., Treasury, Brokerage, Trust & Custody..., Operations & Technology, Asset Managment, Trust, Investments, Strategy, Change Management, Financial Services, Strategic Financial..., Family Office, Brokerage, Portfolio Management, Due Diligence, Integration, Leadership, Mergers & Acquisitions, Analytics, Management Consulting, Business Development, Management, Business Process, Equities
Education
Northwestern University - Kellogg School of Management 2005 — 2007
MBA
University of Southern California 1988 — 1992
BS
Oakbrook Solutions 2011 - Present
Skills
Wealth Management, Family Office Services, Asset Management, Hedge Funds, Financial Planning, Strategic Planning, Organizational Change, M&A experience, P&L Management, Business Process..., Project Management, Vendor Management, Risk Management, Compliance, Front, Middle & Back Office..., Global Clearing &..., Treasury, Brokerage, Trust & Custody..., Operations & Technology, Asset Managment, Trust, Investments, Strategy, Change Management, Financial Services, Strategic Financial..., Family Office, Brokerage, Portfolio Management, Due Diligence, Integration, Leadership, Mergers & Acquisitions, Analytics, Management Consulting, Business Development, Management, Business Process, Equities
Education
Northwestern University - Kellogg School of Management 2005 — 2007
MBA
University of Southern California 1988 — 1992
BS
Janet Brosius Janet Brosius's Oakbrook Solutions Experience October 2004 - Present
Job Recruiter Assistant at Oakbrook Solutions
Industry Financial Services
Experience
Oakbrook Solutions October 2004 - Present
Skills
Vendor Management, Access, Wealth Management, Accounting, Back Office, Business Analysis, Microsoft Excel, Mutual Funds, Team Building, Series 7, Analysis, Change Management, Fixed Income, Securities, Financial Analysis, Banking, Process Improvement, Project Management, Equities, Corporate Actions, Management Consulting, Financial Services, Risk Management, Recruiting, Strategic Planning, PowerPoint, Customer Service, Investments, Software Documentation, System Administration, Middle Office, 401k, Bonds, Options, Hedge Funds, Portfolio Management
Education
Miami Dade College
Oakbrook Solutions October 2004 - Present
Skills
Vendor Management, Access, Wealth Management, Accounting, Back Office, Business Analysis, Microsoft Excel, Mutual Funds, Team Building, Series 7, Analysis, Change Management, Fixed Income, Securities, Financial Analysis, Banking, Process Improvement, Project Management, Equities, Corporate Actions, Management Consulting, Financial Services, Risk Management, Recruiting, Strategic Planning, PowerPoint, Customer Service, Investments, Software Documentation, System Administration, Middle Office, 401k, Bonds, Options, Hedge Funds, Portfolio Management
Education
Miami Dade College
Steve Randolph Steve Randolph's Oakbrook Solutions Experience 2009 - Present
Job Managing Partner at Oakbrook Solutions
Industry Financial Services
Experience
Oakbrook Solutions 2009 - Present
Randolph Management Consulting LLC 2008 - November 2009
Reliance Integrated Solutions LLC 2006 - 2008
Covenant College 2003 - 2006
MassMutual Trust Company 2002 - 2003
Persumma Financial (MassMutual) 2000 - 2002
SunTrust Bank 1978 - 2000
Skills
Strategy, Mergers & Acquisitions, Change Management, Project Management, Management, Finance, Wealth Management, Start-ups, Business Strategy, Marketing, Investments, Process Improvement, Strategic Planning, Leadership, Banking, Program Management, Leadership Development, Financial Services, Team Management, Business Analysis, Managerial Finance, Accounting, Strategy Development, Project Execution, Operations & Technology, Financial Management, Change Leadership, Consulting
Education
Georgia State University
MBA, Management
The University of Georgia
BBA, Marketing
Oakbrook Solutions 2009 - Present
Randolph Management Consulting LLC 2008 - November 2009
Reliance Integrated Solutions LLC 2006 - 2008
Covenant College 2003 - 2006
MassMutual Trust Company 2002 - 2003
Persumma Financial (MassMutual) 2000 - 2002
SunTrust Bank 1978 - 2000
Skills
Strategy, Mergers & Acquisitions, Change Management, Project Management, Management, Finance, Wealth Management, Start-ups, Business Strategy, Marketing, Investments, Process Improvement, Strategic Planning, Leadership, Banking, Program Management, Leadership Development, Financial Services, Team Management, Business Analysis, Managerial Finance, Accounting, Strategy Development, Project Execution, Operations & Technology, Financial Management, Change Leadership, Consulting
Education
Georgia State University
MBA, Management
The University of Georgia
BBA, Marketing
Michael Grafton Michael Grafton's Oakbrook Solutions Experience October 2013 - Present
Job Consultant at Oakbrook Solutions
Industry Financial Services
Experience
Oakbrook Solutions October 2013 - Present
Wellington Management October 2012 - September 2013
BlackRock June 2011 - July 2012
BlackRock October 2007 - June 2011
State Street January 2004 - October 2007
State Street Bank June 2001 - January 2004
PFPC September 1998 - June 2001
Skills
Securities, Bloomberg, Fixed Income, Asset Management, Corporate Actions, Equities, Mutual Funds, Leadership, Alternative Investments, Management, Hedge Funds, Investment Management, Portfolio Management, Investments, Financial Services, Derivatives
Education
University of Phoenix 2009 — 2013
Bachelor's degree, Finance and Financial Management Services
Oakbrook Solutions October 2013 - Present
Wellington Management October 2012 - September 2013
BlackRock June 2011 - July 2012
BlackRock October 2007 - June 2011
State Street January 2004 - October 2007
State Street Bank June 2001 - January 2004
PFPC September 1998 - June 2001
Skills
Securities, Bloomberg, Fixed Income, Asset Management, Corporate Actions, Equities, Mutual Funds, Leadership, Alternative Investments, Management, Hedge Funds, Investment Management, Portfolio Management, Investments, Financial Services, Derivatives
Education
University of Phoenix 2009 — 2013
Bachelor's degree, Finance and Financial Management Services
Babatunde Adesina's Oakbrook Solutions Experience June 2005 - September 2008
Job
Industry Investment Banking
Experience
TwoFour April 2015 - Present
Citi February 2012 - December 2014
Barclays Capital June 2011 - February 2012
AIG - Financial Products March 2011 - April 2011
Credit Suisse September 2008 - March 2011
Oakbrook Solutions June 2005 - September 2008
SEI Investments June 2005 - September 2008
Comdirect (UK) Limited May 2004 - May 2005
Deutsche Bank Frankfurt February 2002 - December 2003
EUROPEAN TRANSACTION BANK AG (ETB) FRANKFURT, GERMANY. November 1999 - November 2001
Skills
Project Management, Business Analysis, Requirements Analysis, Equities, Change Management, Back Office, Investment Banking, Portfolio Management, Software Project..., Capital Markets, Fixed Income, Derivatives, Business Requirements, User Acceptance Testing, Corporate Actions, Securities, Middle Office, Asset Managment, FX Options, Business Process, Strategy, Asset Management, Strategic Planning, Program Implementation
Education
University of East London 1993 — 1996
BA(Hons)
FGC Ogbomosho
TwoFour April 2015 - Present
Citi February 2012 - December 2014
Barclays Capital June 2011 - February 2012
AIG - Financial Products March 2011 - April 2011
Credit Suisse September 2008 - March 2011
Oakbrook Solutions June 2005 - September 2008
SEI Investments June 2005 - September 2008
Comdirect (UK) Limited May 2004 - May 2005
Deutsche Bank Frankfurt February 2002 - December 2003
EUROPEAN TRANSACTION BANK AG (ETB) FRANKFURT, GERMANY. November 1999 - November 2001
Skills
Project Management, Business Analysis, Requirements Analysis, Equities, Change Management, Back Office, Investment Banking, Portfolio Management, Software Project..., Capital Markets, Fixed Income, Derivatives, Business Requirements, User Acceptance Testing, Corporate Actions, Securities, Middle Office, Asset Managment, FX Options, Business Process, Strategy, Asset Management, Strategic Planning, Program Implementation
Education
University of East London 1993 — 1996
BA(Hons)
FGC Ogbomosho
Diane Dailey's Oakbrook Solutions Experience April 2005 - April 2006
Job Adult Learning Professional
Industry E-Learning
Experience
Enhanced Training Designs, LLC 2000 - Present
Beacon Hill Staffing Group February 2015 - Present
root9B Technologies October 2014 - January 2015
Association for Talent Development (ATD) Pittsburgh Chapter January 2014 - December 2014
ExperisNL January 2013 - September 2014
InterPros January 2011 - August 2012
ASTD 2010 - 2011
Matrix Solutions June 2009 - May 2010
InterSearch Corporate Services August 2006 - April 2007
Oakbrook Solutions April 2005 - April 2006
Skills
Documentations, Instructor-led Training, Training, E-Learning, Financial Services, Leadership, Instructional Design, Software Documentation, Leadership Development, Employee Training, Organizational..., Business Process, Consulting, Management, Human Resources, Organizational..., Talent Management, Change Management, Needs Analysis, Blended Learning, Captivate, Workshop Facilitation, Training Delivery, Learning Management
Education
Carlow University 2000 — 2001
MS, Professional Leadership/Training & Development
La Roche College 1983 — 1987
BS, Business Administration & Management
Enhanced Training Designs, LLC 2000 - Present
Beacon Hill Staffing Group February 2015 - Present
root9B Technologies October 2014 - January 2015
Association for Talent Development (ATD) Pittsburgh Chapter January 2014 - December 2014
ExperisNL January 2013 - September 2014
InterPros January 2011 - August 2012
ASTD 2010 - 2011
Matrix Solutions June 2009 - May 2010
InterSearch Corporate Services August 2006 - April 2007
Oakbrook Solutions April 2005 - April 2006
Skills
Documentations, Instructor-led Training, Training, E-Learning, Financial Services, Leadership, Instructional Design, Software Documentation, Leadership Development, Employee Training, Organizational..., Business Process, Consulting, Management, Human Resources, Organizational..., Talent Management, Change Management, Needs Analysis, Blended Learning, Captivate, Workshop Facilitation, Training Delivery, Learning Management
Education
Carlow University 2000 — 2001
MS, Professional Leadership/Training & Development
La Roche College 1983 — 1987
BS, Business Administration & Management
Francis Herman's Oakbrook Solutions Experience April 2008 - November 2011
Job Retired
Industry Computer Software
Experience
Retired and enjoying time to pursue personal interests and family November 2011 - Present
Oakbrook Solutions April 2008 - November 2011
SunGard May 2000 - February 2007
Fidelity Investments/Advisor Technologies February 1995 - February 2000
SEI Investments May 1977 - December 1993
Skills
Sales, Financial Services, Account Management, Strategic Planning, Strategy, Project Management, CRM, Management, Contract Negotiation, Consulting, Banking
Education
Wright State University 1973 — 1976
MBA, Finance
University of Cincinnati 1967 — 1971
BBA, Managerial Economics
Retired and enjoying time to pursue personal interests and family November 2011 - Present
Oakbrook Solutions April 2008 - November 2011
SunGard May 2000 - February 2007
Fidelity Investments/Advisor Technologies February 1995 - February 2000
SEI Investments May 1977 - December 1993
Skills
Sales, Financial Services, Account Management, Strategic Planning, Strategy, Project Management, CRM, Management, Contract Negotiation, Consulting, Banking
Education
Wright State University 1973 — 1976
MBA, Finance
University of Cincinnati 1967 — 1971
BBA, Managerial Economics
Mark Hanna's Oakbrook Solutions Experience May 2013 - September 2013
Job Vice President Trust Team Lead at Key Private Bank
Industry Investment Management
Experience
KeyBank October 2013 - Present
Oakbrook Solutions May 2013 - September 2013
KeyBank May 2013 - September 2013
Lawler Wood Housing, LLC March 2011 - May 2013
QCG Invest May 2010 - March 2011
Clayton Bank and Trust January 2007 - May 2010
Clayton Bank and Trust September 2003 - May 2010
State Street Bank & Trust January 2000 - August 2003
Skills
Accounting, Portfolio Management, Investment Management, Investments, Banking, Bonds, Client Presentation, Credit Analysis, Credit, Wealth Management, Financial Reporting, Financial Analysis, Financial Modeling, Asset Management, Due Diligence, Management, Analysis, Leadership, Business Development, Finance, Mutual Funds, Auditing
Education
Southern Trust School 2004 — 2006
Carnegie Mellon University 1998 — 2002
St. Mark's School 1996 — 1998
Weston High School 1993 — 1997
Realms of Inquiry 1991 — 1992
KeyBank October 2013 - Present
Oakbrook Solutions May 2013 - September 2013
KeyBank May 2013 - September 2013
Lawler Wood Housing, LLC March 2011 - May 2013
QCG Invest May 2010 - March 2011
Clayton Bank and Trust January 2007 - May 2010
Clayton Bank and Trust September 2003 - May 2010
State Street Bank & Trust January 2000 - August 2003
Skills
Accounting, Portfolio Management, Investment Management, Investments, Banking, Bonds, Client Presentation, Credit Analysis, Credit, Wealth Management, Financial Reporting, Financial Analysis, Financial Modeling, Asset Management, Due Diligence, Management, Analysis, Leadership, Business Development, Finance, Mutual Funds, Auditing
Education
Southern Trust School 2004 — 2006
Carnegie Mellon University 1998 — 2002
St. Mark's School 1996 — 1998
Weston High School 1993 — 1997
Realms of Inquiry 1991 — 1992
Brendan Killeen's Oakbrook Solutions Experience May 2005 - December 2005
Job Managing Partner at Consulting Consortium
Industry Information Technology and Services
Experience
Consulting Consortium January 2006 - Present
SEI 2005 - Present
Oakbrook Solutions May 2005 - December 2005
Symphoni Interactive (formerly I.M.I.S) September 1996 - May 2005
Bank of America August 1989 - March 1994
Continental Bank August 1987 - July 1989
Continental Bank October 1984 - July 1987
Skills
Wealth Management, Mutual Funds, Asset Managment, Securities, Financial Services, Fixed Income, Equities, Business Analysis, Investments, Corporate Actions, Project Management, Trust Operations, Global Custody, Trust Services, Portfolio Management, Alternative Investments, Asset Management, Derivatives, Hedge Funds, Bonds, Bloomberg
Education
Indiana University Bloomington 1980 — 1984
ba, economics
Consulting Consortium January 2006 - Present
SEI 2005 - Present
Oakbrook Solutions May 2005 - December 2005
Symphoni Interactive (formerly I.M.I.S) September 1996 - May 2005
Bank of America August 1989 - March 1994
Continental Bank August 1987 - July 1989
Continental Bank October 1984 - July 1987
Skills
Wealth Management, Mutual Funds, Asset Managment, Securities, Financial Services, Fixed Income, Equities, Business Analysis, Investments, Corporate Actions, Project Management, Trust Operations, Global Custody, Trust Services, Portfolio Management, Alternative Investments, Asset Management, Derivatives, Hedge Funds, Bonds, Bloomberg
Education
Indiana University Bloomington 1980 — 1984
ba, economics
Frederick DeBell's Oakbrook Solutions Experience March 2006 - Present
Job Consultative Sales at Sears Holdings Corporation
Industry Banking
Experience
Sears Holdings Corporation November 2006 - Present
Oakbrook Solutions March 2006 - Present
Gail Weiss and Associates August 2005 - August 2005
Riggs Bank May 2000 - July 2005
Maryland Natl Bk - NationsBank - Bank of America August 1983 - September 1999
Skills
Investments, Investment Management, Banking, Wealth Management, Portfolio Management, Strategic Financial..., Risk Management, Account Reconciliation, Credit, Securities, Business Analysis, Cash Management, Process Improvement, Mergers, Asset Managment, Loans, Equities, Accounting, Analysis, Retail Banking, Asset Management, Mutual Funds, Project Management, Financial Services, Trust Management
Education
Cleveland State University 1978 — 1979
Business
Otterbein University 1972 — 1976
BA, Theatre
Sears Holdings Corporation November 2006 - Present
Oakbrook Solutions March 2006 - Present
Gail Weiss and Associates August 2005 - August 2005
Riggs Bank May 2000 - July 2005
Maryland Natl Bk - NationsBank - Bank of America August 1983 - September 1999
Skills
Investments, Investment Management, Banking, Wealth Management, Portfolio Management, Strategic Financial..., Risk Management, Account Reconciliation, Credit, Securities, Business Analysis, Cash Management, Process Improvement, Mergers, Asset Managment, Loans, Equities, Accounting, Analysis, Retail Banking, Asset Management, Mutual Funds, Project Management, Financial Services, Trust Management
Education
Cleveland State University 1978 — 1979
Business
Otterbein University 1972 — 1976
BA, Theatre
Christine Ragbir's Oakbrook Solutions Experience January 2015 - August 2015
Job Currently seeking job oppurtunity
Industry Financial Services
Experience
Oakbrook Solutions January 2015 - August 2015
Signator Investors, Inc. March 2010 - December 2014
State Street Bank July 2000 - December 2007
Skills
Management, Operations Management, Microsoft Office, Outlook, Microsoft Word, PowerPoint, Data Analysis, Securities, Teamwork, Customer Service, Relationship Management
Education
Fisher College 2012 — 2016
Bachelor's Degree, Accounting
Oakbrook Solutions January 2015 - August 2015
Signator Investors, Inc. March 2010 - December 2014
State Street Bank July 2000 - December 2007
Skills
Management, Operations Management, Microsoft Office, Outlook, Microsoft Word, PowerPoint, Data Analysis, Securities, Teamwork, Customer Service, Relationship Management
Education
Fisher College 2012 — 2016
Bachelor's Degree, Accounting
Reynaldo Mariquit's Oakbrook Solutions Experience May 2005 - October 2006
Job Director at Societe Generale
Industry Financial Services
Experience
Societe Generale August 2013 - Present
Virtusa Corporation October 2012 - August 2013
Black Pearl Financial, Inc. May 2012 - October 2012
SEI July 2011 - May 2012
SEI Investments August 2008 - July 2011
SEI October 2006 - August 2008
Oakbrook Solutions May 2005 - October 2006
Commerzbank August 1999 - March 2005
ABN AMRO Securities, Inc July 1998 - August 1999
Deutsche Bank Securities Corp. February 1989 - July 1998
Skills
Risk Management, Financial Services, Fixed Income, Securities, Wealth Management, Investments, Analysis, Equities, Capital Markets, Back Office, Investment Banking, Mutual Funds, Business Analysis, Business Process, Finance, Derivatives, Asset Management, Hedge Funds, Trading, Middle Office, Asset Managment, Portfolio Management, Management, Management Consulting, Bonds, Banking, Relationship Management, Cash Management, Corporate Actions, Options, Operational Risk, AML, Alternative Investments, Leadership
Education
St. Peter's College 1977 — 1982
Bachelor of Science (B.S.), Business Management
Societe Generale August 2013 - Present
Virtusa Corporation October 2012 - August 2013
Black Pearl Financial, Inc. May 2012 - October 2012
SEI July 2011 - May 2012
SEI Investments August 2008 - July 2011
SEI October 2006 - August 2008
Oakbrook Solutions May 2005 - October 2006
Commerzbank August 1999 - March 2005
ABN AMRO Securities, Inc July 1998 - August 1999
Deutsche Bank Securities Corp. February 1989 - July 1998
Skills
Risk Management, Financial Services, Fixed Income, Securities, Wealth Management, Investments, Analysis, Equities, Capital Markets, Back Office, Investment Banking, Mutual Funds, Business Analysis, Business Process, Finance, Derivatives, Asset Management, Hedge Funds, Trading, Middle Office, Asset Managment, Portfolio Management, Management, Management Consulting, Bonds, Banking, Relationship Management, Cash Management, Corporate Actions, Options, Operational Risk, AML, Alternative Investments, Leadership
Education
St. Peter's College 1977 — 1982
Bachelor of Science (B.S.), Business Management
Ben Zipman's Oakbrook Solutions Experience August 2011 - March 2012
Job Business Analyst at Signature Consultants
Industry Financial Services
Experience
Signature Consultants February 2015 - Present
K Force October 2012 - April 2014
Wells Fargo Advisors October 2012 - April 2014
Oakbrook Solutions August 2011 - March 2012
Collabera February 2010 - August 2011
Bank of America April 2005 - January 2010
Wachovia Securites 1996 - 2001
DM Stone 1990 - 1991
Skills
Banking, Fixed Income, Financial Services, Securities, Equities, Business Analysis, Business Requirements, Capital Markets, Asset Managment, Test Planning, Requirements Analysis, Financial Analysis, Derivatives, Quality Assurance, Investment Banking, Mutual Funds, Back Office, Wealth Management, Portfolio Management, Risk Management, Financial Risk, Financial Markets, Bloomberg, Cash Management, Relationship Management, Middle Office, Investments, Hedge Funds, Bonds, Series 7, Options, Corporate Actions, Settlement, Trading, FX Options, Trading Systems, SDLC, Requirements Gathering, Operational Risk, Credit, User Acceptance Testing, Functional..., Prime Brokerage, AML, Strategic Financial..., Finance, Alternative Investments, Equity Derivatives, Funding, Series 63
Education
Pace University
Signature Consultants February 2015 - Present
K Force October 2012 - April 2014
Wells Fargo Advisors October 2012 - April 2014
Oakbrook Solutions August 2011 - March 2012
Collabera February 2010 - August 2011
Bank of America April 2005 - January 2010
Wachovia Securites 1996 - 2001
DM Stone 1990 - 1991
Skills
Banking, Fixed Income, Financial Services, Securities, Equities, Business Analysis, Business Requirements, Capital Markets, Asset Managment, Test Planning, Requirements Analysis, Financial Analysis, Derivatives, Quality Assurance, Investment Banking, Mutual Funds, Back Office, Wealth Management, Portfolio Management, Risk Management, Financial Risk, Financial Markets, Bloomberg, Cash Management, Relationship Management, Middle Office, Investments, Hedge Funds, Bonds, Series 7, Options, Corporate Actions, Settlement, Trading, FX Options, Trading Systems, SDLC, Requirements Gathering, Operational Risk, Credit, User Acceptance Testing, Functional..., Prime Brokerage, AML, Strategic Financial..., Finance, Alternative Investments, Equity Derivatives, Funding, Series 63
Education
Pace University
Ram Kolluri's Oakbrook Solutions Experience June 2010 - April 2012
Job Trade Operations at AFLAC Global Investments
Industry Investment Management
Experience
AFLAC Global Investments February 2013 - Present
Oakbrook Solutions June 2010 - April 2012
Aberdeen Asset Management 2007 - 2010
Alliance Bernstein 2007 - 2007
Wachovia Global Custody 2002 - 2006
Federated Investors 1999 - 2002
First Union 1997 - 2001
Highbridge Capital Management 1994 - 1996
Blanchard Group of Funds 1987 - 1994
PANACHE 1986 - 1987
Skills
Mutual Funds, Equities, Fixed Income, Securities, Asset Managment, Derivatives, Foreign Exchange..., Hedge Funds, Pension Funds, Wealth Management, Global Custody, Middle Office, Fund Accounting, Fund Administration, Alternative Investments, Corporate Actions, Settlement, Risk Management, Asset Management, Emerging Markets, Financial Risk, Portfolio Management, Trading, Financial Services, Investment Banking, Operational Risk
Education
Hampton University 1985 — 1986
Master of Business Administration (MBA), Business Administration, Management and Operations
AFLAC Global Investments February 2013 - Present
Oakbrook Solutions June 2010 - April 2012
Aberdeen Asset Management 2007 - 2010
Alliance Bernstein 2007 - 2007
Wachovia Global Custody 2002 - 2006
Federated Investors 1999 - 2002
First Union 1997 - 2001
Highbridge Capital Management 1994 - 1996
Blanchard Group of Funds 1987 - 1994
PANACHE 1986 - 1987
Skills
Mutual Funds, Equities, Fixed Income, Securities, Asset Managment, Derivatives, Foreign Exchange..., Hedge Funds, Pension Funds, Wealth Management, Global Custody, Middle Office, Fund Accounting, Fund Administration, Alternative Investments, Corporate Actions, Settlement, Risk Management, Asset Management, Emerging Markets, Financial Risk, Portfolio Management, Trading, Financial Services, Investment Banking, Operational Risk
Education
Hampton University 1985 — 1986
Master of Business Administration (MBA), Business Administration, Management and Operations
Marc Poyant's Oakbrook Solutions Experience January 2005 - March 2013
Job Business Analyst at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation April 2014 - March 2015
Markit January 2014 - March 2014
Northern Trust April 2013 - December 2013
SEI Investments January 2005 - March 2013
Oakbrook Solutions January 2005 - March 2013
Investors Bank & Trust (since Merged with State Street Bank) 1999 - 2004
State Street Bank October 1996 - May 1999
Skills
Corporate Actions, Financial Services, SDLC, Requirements Analysis, Fixed Income, Business Analysis, Analysis, Wealth Management, Asset Management, Business Requirements, Securities, Equities, Mutual Funds, Back Office, Middle Office, Requirements Gathering, Business Process, Software Project...
Education
Boston College 1992 — 1996
Bachelor of Arts, English, Communications
Northern Trust Corporation April 2014 - March 2015
Markit January 2014 - March 2014
Northern Trust April 2013 - December 2013
SEI Investments January 2005 - March 2013
Oakbrook Solutions January 2005 - March 2013
Investors Bank & Trust (since Merged with State Street Bank) 1999 - 2004
State Street Bank October 1996 - May 1999
Skills
Corporate Actions, Financial Services, SDLC, Requirements Analysis, Fixed Income, Business Analysis, Analysis, Wealth Management, Asset Management, Business Requirements, Securities, Equities, Mutual Funds, Back Office, Middle Office, Requirements Gathering, Business Process, Software Project...
Education
Boston College 1992 — 1996
Bachelor of Arts, English, Communications
Emory Sanders's Oakbrook Solutions Experience March 2006 - September 2008
Job Wealth Management Consultant
Industry Financial Services
Experience
AccuTech Systems Corp May 2011 - March 2015
Wachovia Bank (a Wells Fargo company) 2009 - 2010
Oakbrook Solutions March 2006 - September 2008
SunGard Data Systems 1980 - 2006
Skills
Financial Services, Banking, Project Management, CRM, Retirement, Strategy, Accounting, Account Management, Business Analysis, Recruiting, Process Improvement, Asset Managment, Mergers, Investment Management, FINRA Series 6, 63, 65..., GA Life & Health Ins...
Education
University of North Florida
BA
Florida Trust School
AccuTech Systems Corp May 2011 - March 2015
Wachovia Bank (a Wells Fargo company) 2009 - 2010
Oakbrook Solutions March 2006 - September 2008
SunGard Data Systems 1980 - 2006
Skills
Financial Services, Banking, Project Management, CRM, Retirement, Strategy, Accounting, Account Management, Business Analysis, Recruiting, Process Improvement, Asset Managment, Mergers, Investment Management, FINRA Series 6, 63, 65..., GA Life & Health Ins...
Education
University of North Florida
BA
Florida Trust School
Lisa Deveaux, PMP, CSM's Oakbrook Solutions Experience June 2005 - March 2012
Job Consultant
Industry Financial Services
Experience
ConsultNet July 2014 - Present
PMI NYC Chapter 2010 - 2015
PMI NYC Chapter 2010 - 2015
Bank of America March 2012 - May 2014
Oakbrook Solutions June 2005 - March 2012
JPMorgan Chase 2005 - 2012
Mellon HR Solution August 2003 - May 2005
State Street Corporation / Deutsche Bank January 2001 - January 2003
Citibank, NA January 2000 - January 2001
Deutsche Bank January 1997 - January 2000
Skills
Project Management, Business Analysis, PMP, Certified Scrum Master..., CRM, Business Process, Management, Change Management, Portfolio Management, Financial Services, Training, Finance, Testing, Financial Risk, Asset Management, Securities, Financial Reporting, Mutual Funds, Business Requirements, Relationship Management, SDLC, Risk Management, Troubleshooting, Vendor Management, Financial Analysis
Education
State University of New York at Albany 1987 — 1991
Bachelor of Arts (B.A.), Economics
The University at Albany 1987 — 1991
Bachelor of Arts, Economics
ConsultNet July 2014 - Present
PMI NYC Chapter 2010 - 2015
PMI NYC Chapter 2010 - 2015
Bank of America March 2012 - May 2014
Oakbrook Solutions June 2005 - March 2012
JPMorgan Chase 2005 - 2012
Mellon HR Solution August 2003 - May 2005
State Street Corporation / Deutsche Bank January 2001 - January 2003
Citibank, NA January 2000 - January 2001
Deutsche Bank January 1997 - January 2000
Skills
Project Management, Business Analysis, PMP, Certified Scrum Master..., CRM, Business Process, Management, Change Management, Portfolio Management, Financial Services, Training, Finance, Testing, Financial Risk, Asset Management, Securities, Financial Reporting, Mutual Funds, Business Requirements, Relationship Management, SDLC, Risk Management, Troubleshooting, Vendor Management, Financial Analysis
Education
State University of New York at Albany 1987 — 1991
Bachelor of Arts (B.A.), Economics
The University at Albany 1987 — 1991
Bachelor of Arts, Economics
Mardi (Oliver) Turner's Oakbrook Solutions Experience November 2003 - Present
Job Project Mgr/Senior Analyst at Oakbrook Solutions
Industry Banking
Experience
Oakbrook Solutions November 2003 - Present
JPMorgan Chase 1995 - Present
JPMORGAN CHASE BANK 1995 - Present
Fidelity Investments 1995 - 1997
Premier Solutions 1994 - 1995
IMIS 1994 - 1995
Sanchez Computer Associates 1993 - 1994
SEI Investments 1976 - 1988
SEI Corporation, Valley Forge, PA 1976 - 1988
Education
Rider University 1972 — 1975
MBA, Organizational Behavior
Northwestern University 1965 — 1966
BA, Mathematics
Oakbrook Solutions November 2003 - Present
JPMorgan Chase 1995 - Present
JPMORGAN CHASE BANK 1995 - Present
Fidelity Investments 1995 - 1997
Premier Solutions 1994 - 1995
IMIS 1994 - 1995
Sanchez Computer Associates 1993 - 1994
SEI Investments 1976 - 1988
SEI Corporation, Valley Forge, PA 1976 - 1988
Education
Rider University 1972 — 1975
MBA, Organizational Behavior
Northwestern University 1965 — 1966
BA, Mathematics
Fran Merletto-Everidge, PMP's Oakbrook Solutions Experience July 2010 - March 2012
Job Project Manager at Wells Fargo Institutional Retirement & Trust
Industry Financial Services
Experience
Wells Fargo March 2012 - Present
Oakbrook Solutions July 2010 - March 2012
Fidelity Investments June 2007 - April 2010
ACS 2004 - 2007
Mellon HR Solutions 2001 - 2004
Pricewaterhouse Coopers / Unifi Network 1999 - 2001
Skills
Project Management, Program Management, Vendor Management, Call Center, Project Planning
Education
Charter Oak State College
BS, HR/BA
Wells Fargo March 2012 - Present
Oakbrook Solutions July 2010 - March 2012
Fidelity Investments June 2007 - April 2010
ACS 2004 - 2007
Mellon HR Solutions 2001 - 2004
Pricewaterhouse Coopers / Unifi Network 1999 - 2001
Skills
Project Management, Program Management, Vendor Management, Call Center, Project Planning
Education
Charter Oak State College
BS, HR/BA
Joe Cocivera's Oakbrook Solutions Experience October 2007 - September 2009
Job Financial Services Consultant
Industry Banking
Experience
Knowledgent September 2014 - Present
Merrill Lynch November 2013 - September 2014
EMC 2009 - 2013
Oakbrook Solutions October 2007 - September 2009
Banc of America Securities July 2005 - October 2008
iGATE Global Solutions April 1996 - July 2007
Skills
Team Building, Strategic Planning, Financial Services, Business Process..., Vendor Management, Project Management, SDLC, Integration, Requirements Analysis, Business Process, Back Office, Analysis, Business Requirements, Banking, MS Project, PMO, Management, PMP, Cross-functional Team..., Software Documentation, Portfolio Management, Leadership, Finance, Securities, Enterprise Software, Risk Management, Business Process..., Trading, Quality Assurance, Testing, Project Planning, Requirements Gathering, Business Intelligence, Project Portfolio..., IT Strategy, Software Project..., Business Analysis, Outsourcing
Education
City University of New York-Brooklyn College 1976 — 1980
Accounting
Knowledgent September 2014 - Present
Merrill Lynch November 2013 - September 2014
EMC 2009 - 2013
Oakbrook Solutions October 2007 - September 2009
Banc of America Securities July 2005 - October 2008
iGATE Global Solutions April 1996 - July 2007
Skills
Team Building, Strategic Planning, Financial Services, Business Process..., Vendor Management, Project Management, SDLC, Integration, Requirements Analysis, Business Process, Back Office, Analysis, Business Requirements, Banking, MS Project, PMO, Management, PMP, Cross-functional Team..., Software Documentation, Portfolio Management, Leadership, Finance, Securities, Enterprise Software, Risk Management, Business Process..., Trading, Quality Assurance, Testing, Project Planning, Requirements Gathering, Business Intelligence, Project Portfolio..., IT Strategy, Software Project..., Business Analysis, Outsourcing
Education
City University of New York-Brooklyn College 1976 — 1980
Accounting
George Village's Oakbrook Solutions Experience January 2008 - October 2011
Job President/COO at Strategic Business Systems, Inc (SBS)
Industry Information Technology and Services
Experience
Strategic Business Systems (SBS) October 2011 - Present
Oakbrook Solutions January 2008 - October 2011
Novus Consulting Group 2003 - 2008
RTA 1998 - 2001
Advisor Technology Services 1996 - 1998
Education
University of Notre Dame 1985 — 1989
PhD, Economics
Penn State University 1979 — 1983
BS, Accounting
Strategic Business Systems (SBS) October 2011 - Present
Oakbrook Solutions January 2008 - October 2011
Novus Consulting Group 2003 - 2008
RTA 1998 - 2001
Advisor Technology Services 1996 - 1998
Education
University of Notre Dame 1985 — 1989
PhD, Economics
Penn State University 1979 — 1983
BS, Accounting
Diane Dailey's Oakbrook Solutions Experience 2005 - 2006
Job Instructional Designer and Technical Writer
Industry E-Learning
Experience
Five Star Development August 2010 - October 2010
Allegheny County June 2010 - August 2010
Matrix Solutions June 2009 - May 2010
REED SMITH, LLP 2007 - 2009
INTERSEARCH CORPORATE SERVICES 2006 - 2007
Oakbrook Solutions 2005 - 2006
Pappas & Pappas Consulting 2004 - 2005
Bank of New York Mellon January 2000 - October 2004
Bank of New York Mellom January 1990 - January 2000
Education
Carlow University 2000 — 2001
Masters, Professional Leadership - Training & Development
Carlow University 2000 — 2001
M.S, Professional Leadership - Training & Development
La Roche College 1983 — 1987
Bachelors, Administration & Management
Keystone Oaks High School
Five Star Development August 2010 - October 2010
Allegheny County June 2010 - August 2010
Matrix Solutions June 2009 - May 2010
REED SMITH, LLP 2007 - 2009
INTERSEARCH CORPORATE SERVICES 2006 - 2007
Oakbrook Solutions 2005 - 2006
Pappas & Pappas Consulting 2004 - 2005
Bank of New York Mellon January 2000 - October 2004
Bank of New York Mellom January 1990 - January 2000
Education
Carlow University 2000 — 2001
Masters, Professional Leadership - Training & Development
Carlow University 2000 — 2001
M.S, Professional Leadership - Training & Development
La Roche College 1983 — 1987
Bachelors, Administration & Management
Keystone Oaks High School
Barry Sloat's Oakbrook Solutions Experience March 2015 - June 2015
Job Vice President, Operations Analyst at USF AFFILIATED SERVICES, INC.
Industry Banking
Experience
U.S. Fiduciary Affiliated Services, Inc July 2015 - Present
Oakbrook Solutions March 2015 - June 2015
Experis Finance (Formerly Jefferson Wells) November 2014 - February 2015
Oakbrook Solutions August 2013 - August 2014
Experis Finance (formerly Jefferson Wells) December 2011 - December 2012
Skills
Risk Management, Banking, Team Building, Wealth Management, Back Office, Process Improvement
Education
DePaul University 1972 — 1976
Bachelor's degree, Business/Commerce, General
U.S. Fiduciary Affiliated Services, Inc July 2015 - Present
Oakbrook Solutions March 2015 - June 2015
Experis Finance (Formerly Jefferson Wells) November 2014 - February 2015
Oakbrook Solutions August 2013 - August 2014
Experis Finance (formerly Jefferson Wells) December 2011 - December 2012
Skills
Risk Management, Banking, Team Building, Wealth Management, Back Office, Process Improvement
Education
DePaul University 1972 — 1976
Bachelor's degree, Business/Commerce, General
Greg Hack's Oakbrook Solutions Experience September 2011 - April 2014
Job Senior Consultant at College of American Pathologists
Industry Computer Software
Experience
College of American Pathologists July 2014 - Present
Oakbrook Solutions September 2011 - April 2014
Comprehensive Computer Consultants March 2011 - August 2011
Oakbrook Solutions 2007 - 2008
Education
University of Illinois at Urbana-Champaign 1969 — 1973
Bachelors, Mathematics, Economics, Computer Science
College of American Pathologists July 2014 - Present
Oakbrook Solutions September 2011 - April 2014
Comprehensive Computer Consultants March 2011 - August 2011
Oakbrook Solutions 2007 - 2008
Education
University of Illinois at Urbana-Champaign 1969 — 1973
Bachelors, Mathematics, Economics, Computer Science
Robert Seward's Oakbrook Solutions Experience April 2008 - August 2011
Job Relationship Manager at Vertical Management Systems
Industry Financial Services
Experience
Vertical Management Systems, Inc. August 2011 - Present
Oakbrook Solutions April 2008 - August 2011
Skills
Banking, Investments, Business Analysis, Fixed Income, Financial Services, Vendor Management, Software Development, Risk Management, SQL, Derivatives, SDLC
Education
Appalachian State University 1987 — 1992
Bachelor of Applied Science (B.A.Sc.), Applied Mathematics
Vertical Management Systems, Inc. August 2011 - Present
Oakbrook Solutions April 2008 - August 2011
Skills
Banking, Investments, Business Analysis, Fixed Income, Financial Services, Vendor Management, Software Development, Risk Management, SQL, Derivatives, SDLC
Education
Appalachian State University 1987 — 1992
Bachelor of Applied Science (B.A.Sc.), Applied Mathematics
Scott Pittman's Oakbrook Solutions Experience October 2014 - Present
Job Consultant at Oakbrook Solutions
Industry Financial Services
Experience
Oakbrook Solutions October 2014 - Present
SmartZip August 2012 - Present
NCC Group January 2012 - July 2012
Merrill Corporation December 2010 - January 2012
Cargoways Logistics September 2009 - December 2010
GE Healthcare Financial (Formerly HPSC) 2001 - 2008
MFS Investment Management 2001 - 2003
Skills
Salesforce.com, New Business Development, Sales, Negotiation, Solution Selling, Customer Service, Direct Sales, Team Building, B2B, SaaS, Sales Management
Education
Suffolk University 1998 — 1999
University of Massachusetts, Amherst 1996 — 1997
Oakbrook Solutions October 2014 - Present
SmartZip August 2012 - Present
NCC Group January 2012 - July 2012
Merrill Corporation December 2010 - January 2012
Cargoways Logistics September 2009 - December 2010
GE Healthcare Financial (Formerly HPSC) 2001 - 2008
MFS Investment Management 2001 - 2003
Skills
Salesforce.com, New Business Development, Sales, Negotiation, Solution Selling, Customer Service, Direct Sales, Team Building, B2B, SaaS, Sales Management
Education
Suffolk University 1998 — 1999
University of Massachusetts, Amherst 1996 — 1997
Turner McClendon 3rd's Oakbrook Solutions Experience May 2010 - October 2010
Job BA/BSC/PMP Experience Access Mgmt Provisioning, Trust Admin/Ops, OMNIPLUS, Brokerage Ops, and Conversions/Deconversions
Industry Information Technology and Services
Experience
APEX Systems/Wells Fargo August 2011 - Present
Bradford Management Group/Talent Bridge/LPL Financial April 2011 - August 2011
Oakbrook Solutions May 2010 - October 2010
Pershing October 2006 - January 2009
Constantin Control Associates/ACS, Inc September 2004 - September 2006
Strategic Staffing Solutions/The Bank of New York June 2004 - September 2004
The Walsh Associates/Merrill Lynch January 2004 - April 2004
Constantin Control Associates/Ascensus November 2003 - February 2004
Constantin Control Associates/Merrill Lynch June 1999 - July 2003
JPMorgan Chase August 1997 - March 1999
Skills
Business Analysis, Financial Analysis, Project Management, Financial Modeling, Risk Management, Strategic Planning, Change Management, Management Consulting, Business Strategy, Process Improvement, Investments, SQL, SDLC, Banking, Program Management, Analysis, Equities, Series 7, Mutual Funds, Securities, CRM, Finance, Access, Management, Financial Services, Leadership, Accounting, Relationship Management, Auditing, Human Resources, Business Process..., Wealth Management, Asset Management, Vendor Management, Strategic Financial..., Retirement, Trading, Payroll, Portfolio Management, Internal Audit, Financial Risk, Fixed Income, Investment Management, Insurance, Derivatives, Account Reconciliation
Education
Pace University 1980 — 1984
Public Accounting, Accounting, 3.30
LaGuardia Community College 1978 — 1980
Associates of Science, Business Administration, 3.5
APEX Systems/Wells Fargo August 2011 - Present
Bradford Management Group/Talent Bridge/LPL Financial April 2011 - August 2011
Oakbrook Solutions May 2010 - October 2010
Pershing October 2006 - January 2009
Constantin Control Associates/ACS, Inc September 2004 - September 2006
Strategic Staffing Solutions/The Bank of New York June 2004 - September 2004
The Walsh Associates/Merrill Lynch January 2004 - April 2004
Constantin Control Associates/Ascensus November 2003 - February 2004
Constantin Control Associates/Merrill Lynch June 1999 - July 2003
JPMorgan Chase August 1997 - March 1999
Skills
Business Analysis, Financial Analysis, Project Management, Financial Modeling, Risk Management, Strategic Planning, Change Management, Management Consulting, Business Strategy, Process Improvement, Investments, SQL, SDLC, Banking, Program Management, Analysis, Equities, Series 7, Mutual Funds, Securities, CRM, Finance, Access, Management, Financial Services, Leadership, Accounting, Relationship Management, Auditing, Human Resources, Business Process..., Wealth Management, Asset Management, Vendor Management, Strategic Financial..., Retirement, Trading, Payroll, Portfolio Management, Internal Audit, Financial Risk, Fixed Income, Investment Management, Insurance, Derivatives, Account Reconciliation
Education
Pace University 1980 — 1984
Public Accounting, Accounting, 3.30
LaGuardia Community College 1978 — 1980
Associates of Science, Business Administration, 3.5
Rishu Bansal's Oakbrook Solutions Experience September 2011 - April 2014
Job AVP Application Programming/ Appian Developer at Bank of America
Industry Financial Services
Experience
Bank of America April 2014 - Present
Oakbrook Solutions September 2011 - April 2014
Aym Technologies, LLC June 2011 - August 2011
UNC Charlotte August 2010 - May 2011
Skills
Appian, Microsoft SQL Server, Java, JavaScript, JDBC, XML, XSD, XSLT, Data Warehousing, SQL, PL/SQL, J2EE Application..., JBoss Application Server, AJAX, SOAP, WSDL, DAO, Eclipse, Beyond Compare, Tortoise SVN, CVS, jEdit, jQuery, Servlets, Java Enterprise Edition
Education
UNC Charlotte 2009 — 2011
Master of Science (M.S.), Computer Science
Punjab Technical University 2001 — 2004
Master of Computer Applications (M.C.A.), Computer Science
Bank of America April 2014 - Present
Oakbrook Solutions September 2011 - April 2014
Aym Technologies, LLC June 2011 - August 2011
UNC Charlotte August 2010 - May 2011
Skills
Appian, Microsoft SQL Server, Java, JavaScript, JDBC, XML, XSD, XSLT, Data Warehousing, SQL, PL/SQL, J2EE Application..., JBoss Application Server, AJAX, SOAP, WSDL, DAO, Eclipse, Beyond Compare, Tortoise SVN, CVS, jEdit, jQuery, Servlets, Java Enterprise Edition
Education
UNC Charlotte 2009 — 2011
Master of Science (M.S.), Computer Science
Punjab Technical University 2001 — 2004
Master of Computer Applications (M.C.A.), Computer Science
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY