Olmstead Associates
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Olmstead Associates Employees
Employee
Years
Job
Industry
Gina Melekh Gina Melekh's Olmstead Associates Experience February 2011 - November 2013
Job Senior Business Analyst, Emerging Technologies at Pacific Gas and Electric Company
Industry Renewables & Environment
Experience
Pacific Gas and Electric Company January 2015 - Present
Presidio Graduate School August 2012 - Present
City of Baltimore September 2014 - December 2014
Environmental Defense Fund May 2014 - August 2014
Presidio Graduate School August 2012 - May 2014
Olmstead Associates February 2011 - November 2013
Wells Fargo September 2007 - March 2011
Wells Fargo August 2006 - September 2007
Wells Fargo January 2001 - August 2006
Skills
Business Analysis, Sustainable Business, Program Management, Project Management, Requirements Gathering, Leadership, Product Lifecycle..., Financial Services, Software Project..., Strategic Planning, Analysis, Strategy, Management, Risk Management, Team Leadership, Data Analysis, Management Consulting, Sustainability, Renewable Energy, Energy Efficiency, Sustainability..., Energy, Corporate Social..., Consulting, Systems Thinking, Business Process, Sustainability Reporting, Climate Change, Public Speaking, Project Planning
Education
Presidio Graduate School 2012 — 2014
Master of Business Administration (M.B.A.)
University of Saint Thomas - School of Business 2002 — 2006
MIM
Northwestern College 1997 — 2001
BA
Pacific Gas and Electric Company January 2015 - Present
Presidio Graduate School August 2012 - Present
City of Baltimore September 2014 - December 2014
Environmental Defense Fund May 2014 - August 2014
Presidio Graduate School August 2012 - May 2014
Olmstead Associates February 2011 - November 2013
Wells Fargo September 2007 - March 2011
Wells Fargo August 2006 - September 2007
Wells Fargo January 2001 - August 2006
Skills
Business Analysis, Sustainable Business, Program Management, Project Management, Requirements Gathering, Leadership, Product Lifecycle..., Financial Services, Software Project..., Strategic Planning, Analysis, Strategy, Management, Risk Management, Team Leadership, Data Analysis, Management Consulting, Sustainability, Renewable Energy, Energy Efficiency, Sustainability..., Energy, Corporate Social..., Consulting, Systems Thinking, Business Process, Sustainability Reporting, Climate Change, Public Speaking, Project Planning
Education
Presidio Graduate School 2012 — 2014
Master of Business Administration (M.B.A.)
University of Saint Thomas - School of Business 2002 — 2006
MIM
Northwestern College 1997 — 2001
BA
John LeGresley John LeGresley's Olmstead Associates Experience January 1996 - December 2001
Job Head Trader at SharckSoup.com
Industry Financial Services
Experience
SharckSoup.com January 2003 - Present
VORTEX CAPITAL 2011 - 2013
Olmstead Associates January 1996 - December 2001
Tullett Prebon April 1992 - December 1995
Skills
Proprietary Trading, Equity Trading, Technical Analysis, Trading Systems, Hedging, Trading, Commodities, Equities, Financial Markets, Derivatives, Securities, Trading Strategies, Traders, Portfolio Management, Mutual Funds, Investments, Electronic Trading, Options, Stocks, Hedge Funds, Series 7, ETFs, Equity Derivatives, Commodity, Bloomberg, Currency
Education
McGill University 1989 — 1991
MBA, Finance, 3.6
Concordia University
Bachelor of Commerce
SharckSoup.com January 2003 - Present
VORTEX CAPITAL 2011 - 2013
Olmstead Associates January 1996 - December 2001
Tullett Prebon April 1992 - December 1995
Skills
Proprietary Trading, Equity Trading, Technical Analysis, Trading Systems, Hedging, Trading, Commodities, Equities, Financial Markets, Derivatives, Securities, Trading Strategies, Traders, Portfolio Management, Mutual Funds, Investments, Electronic Trading, Options, Stocks, Hedge Funds, Series 7, ETFs, Equity Derivatives, Commodity, Bloomberg, Currency
Education
McGill University 1989 — 1991
MBA, Finance, 3.6
Concordia University
Bachelor of Commerce
Chris Frey, PMP Chris Frey, PMP's Olmstead Associates Experience 1998 - 1999
Job Program Manager at Johns Hopkins Health Systems
Industry Information Technology and Services
Experience
Johns Hopkins Health Systems November 2013 - Present
T.Rowe Price February 2013 - November 2013
ServicePower February 2011 - February 2013
University of Maryland May 2008 - February 2011
Union Labor Life Insurance May 2006 - May 2008
Carefirst Blue Cross Blue Shield January 2005 - May 2006
Microsoft 1999 - 2005
Olmstead Associates 1998 - 1999
National Computer Systems 1992 - 1993
Sungard 1988 - 1992
Skills
PMO, Program Management, Business Analysis, Process Improvement, Software Project..., SDLC, Vendor Management, Project Management, Requirements Analysis, PMP, Business Process..., Business Process, Change Management, Software Implementation, SharePoint, Business Intelligence
Education
University of Maryland University College 2008 — 2011
MS, IT Project Management
Canisius College 1980 — 1985
BS, Accounting
Johns Hopkins Health Systems November 2013 - Present
T.Rowe Price February 2013 - November 2013
ServicePower February 2011 - February 2013
University of Maryland May 2008 - February 2011
Union Labor Life Insurance May 2006 - May 2008
Carefirst Blue Cross Blue Shield January 2005 - May 2006
Microsoft 1999 - 2005
Olmstead Associates 1998 - 1999
National Computer Systems 1992 - 1993
Sungard 1988 - 1992
Skills
PMO, Program Management, Business Analysis, Process Improvement, Software Project..., SDLC, Vendor Management, Project Management, Requirements Analysis, PMP, Business Process..., Business Process, Change Management, Software Implementation, SharePoint, Business Intelligence
Education
University of Maryland University College 2008 — 2011
MS, IT Project Management
Canisius College 1980 — 1985
BS, Accounting
Ken Neuman Ken Neuman's Olmstead Associates Experience September 2009 - August 2010
Job Managing Director Operations
Industry Financial Services
Experience
BNP Paribas August 2010 - Present
Olmstead Associates September 2009 - August 2010
Goldman Sachs & Co, New York September 2006 - September 2009
Goldman Sachs & Co, New York July 2003 - September 2006
Goldman Sachs International- London September 2001 - June 2003
Goldman Sachs oHG, Frankfurt May 1999 - September 2001
Goldman Sachs 1987 - 1990
Skills
Prime Brokerage, Hedge Funds, Settlement, Middle Office, Fixed Income, Equity Derivatives, Securities Lending, Electronic Trading, Securities, Financial Services, FINRA, Equities, Collateral Management, Derivatives, Fund Of Funds, Capital Markets, Trading Systems, Alternative Investments, Operational Risk..., Financial Risk, Emerging Markets, Bonds, Structured Products, Reference Data, Equity Trading, Financial Markets, Operational Risk, Finance, SWIFT payments, Interest Rate..., Banking, Private Banking
Education
City University of New York-College of Staten Island 1984 — 1987
AAS, Marketing
BNP Paribas August 2010 - Present
Olmstead Associates September 2009 - August 2010
Goldman Sachs & Co, New York September 2006 - September 2009
Goldman Sachs & Co, New York July 2003 - September 2006
Goldman Sachs International- London September 2001 - June 2003
Goldman Sachs oHG, Frankfurt May 1999 - September 2001
Goldman Sachs 1987 - 1990
Skills
Prime Brokerage, Hedge Funds, Settlement, Middle Office, Fixed Income, Equity Derivatives, Securities Lending, Electronic Trading, Securities, Financial Services, FINRA, Equities, Collateral Management, Derivatives, Fund Of Funds, Capital Markets, Trading Systems, Alternative Investments, Operational Risk..., Financial Risk, Emerging Markets, Bonds, Structured Products, Reference Data, Equity Trading, Financial Markets, Operational Risk, Finance, SWIFT payments, Interest Rate..., Banking, Private Banking
Education
City University of New York-College of Staten Island 1984 — 1987
AAS, Marketing
Stephen Maines Stephen Maines's Olmstead Associates Experience September 2004 - January 2012
Job Principal, Olmstead Associates
Industry Financial Services
Experience
Olmstead Associates, Inc February 2012 - Present
Global Asset Manager - Boston September 2014 - October 2014
MassMutual Financial Group 2013 - 2014
Fixed Income Manager - Boston September 2008 - September 2013
Olmstead Associates September 2004 - January 2012
Bank of America 2004 - 2005
Thomson Financial 2003 - 2004
Olmstead Associates March 2001 - July 2003
Benchmarking Partners July 2000 - February 2001
Liberty Funds Group 1998 - 2000
Skills
PMO, Financial Services, Vendor Management, Business Process..., Business Analysis, Requirements Gathering, Risk Management, Business Requirements, SDLC, Business Process, Project Portfolio..., Project Management, Fixed Income, Corporate Actions, Strategic Planning, Product Development, Banking, Process Improvement, Portfolio Management, Software Project..., Requirements Analysis, Program Management, Visio, Analysis, Management Consulting, Back Office, User Acceptance Testing, Trading Systems
Education
Nichols College 1979 — 1983
Bachelor of Science, Business Administration, Management
Waltham High School 1976 — 1979
Olmstead Associates, Inc February 2012 - Present
Global Asset Manager - Boston September 2014 - October 2014
MassMutual Financial Group 2013 - 2014
Fixed Income Manager - Boston September 2008 - September 2013
Olmstead Associates September 2004 - January 2012
Bank of America 2004 - 2005
Thomson Financial 2003 - 2004
Olmstead Associates March 2001 - July 2003
Benchmarking Partners July 2000 - February 2001
Liberty Funds Group 1998 - 2000
Skills
PMO, Financial Services, Vendor Management, Business Process..., Business Analysis, Requirements Gathering, Risk Management, Business Requirements, SDLC, Business Process, Project Portfolio..., Project Management, Fixed Income, Corporate Actions, Strategic Planning, Product Development, Banking, Process Improvement, Portfolio Management, Software Project..., Requirements Analysis, Program Management, Visio, Analysis, Management Consulting, Back Office, User Acceptance Testing, Trading Systems
Education
Nichols College 1979 — 1983
Bachelor of Science, Business Administration, Management
Waltham High School 1976 — 1979
Holly Creswell Holly Creswell's Olmstead Associates Experience November 2012 - Present
Job
Industry Financial Services
Experience
Olmstead Associates November 2012 - Present
Unemployment March 2009 - December 2013
Quincy College January 2011 - December 2011
Quincy Animal Shelter March 2009 - January 2011
State Street May 2007 - February 2009
State Street Bank January 2004 - May 2007
Classic Homes Real Estate August 2003 - December 2003
Banfield, The Pet Hospital April 2003 - August 2003
N E Medical Massage Therapy June 2002 - January 2003
Zurich Scudder Investments (DeAM as of 2002) December 2000 - June 2002
Skills
Customer Service, Business Analysis, CRM, Equities, Financial Services, Analysis, Management, Data Analysis, Banking, Portfolio Management, Accounting, Databases, Software Documentation, Quality Assurance, Operations Management, Investments, Risk Management, Fixed Income
Education
Quincy College
General Studies
Olmstead Associates November 2012 - Present
Unemployment March 2009 - December 2013
Quincy College January 2011 - December 2011
Quincy Animal Shelter March 2009 - January 2011
State Street May 2007 - February 2009
State Street Bank January 2004 - May 2007
Classic Homes Real Estate August 2003 - December 2003
Banfield, The Pet Hospital April 2003 - August 2003
N E Medical Massage Therapy June 2002 - January 2003
Zurich Scudder Investments (DeAM as of 2002) December 2000 - June 2002
Skills
Customer Service, Business Analysis, CRM, Equities, Financial Services, Analysis, Management, Data Analysis, Banking, Portfolio Management, Accounting, Databases, Software Documentation, Quality Assurance, Operations Management, Investments, Risk Management, Fixed Income
Education
Quincy College
General Studies
Cynthia Lucas Cynthia Lucas's Olmstead Associates Experience September 1998 - January 2003
Job Senior Service Delivery Manager at Bank of America
Industry Banking
Experience
Bank of America February 2003 - Present
Olmstead Associates September 1998 - January 2003
Mellon Private Asset Management January 1996 - August 1998
Skills
Banking, Fixed Income, Project Management, Business Analysis, Vendor Management, IT Strategy, Portfolio Management, Project Portfolio..., Management
Education
UMass Boston 1998 — 2000
BS Management, Management Science & Information Systems
New England School of Banking 1994 — 1995
Trust Certification
Bank of America February 2003 - Present
Olmstead Associates September 1998 - January 2003
Mellon Private Asset Management January 1996 - August 1998
Skills
Banking, Fixed Income, Project Management, Business Analysis, Vendor Management, IT Strategy, Portfolio Management, Project Portfolio..., Management
Education
UMass Boston 1998 — 2000
BS Management, Management Science & Information Systems
New England School of Banking 1994 — 1995
Trust Certification
Cara Krinsky Cara Krinsky's Olmstead Associates Experience 2011 - 2012
Job Project Manager at Eagle Investment Systems
Industry Financial Services
Experience
Eagle Investment Systems January 2013 - Present
Olmstead Associates 2011 - 2012
FundQuest Inc 2004 - 2010
State Street Bank 1997 - 2003
Brown Brothers Harriman 2000 - 2001
Education
Mount Ida College
NHS
Eagle Investment Systems January 2013 - Present
Olmstead Associates 2011 - 2012
FundQuest Inc 2004 - 2010
State Street Bank 1997 - 2003
Brown Brothers Harriman 2000 - 2001
Education
Mount Ida College
NHS
Lenny Ramsdell Lenny Ramsdell's Olmstead Associates Experience September 1995 - Present
Job Consultant Investertools (Perform) at Eaton Vance
Industry Financial Services
Experience
Olmstead Associates September 1995 - Present
Eaton Vance March 2012 - Present
State Street September 2011 - March 2012
Eaton Vance 2008 - 2011
FRIAG April 2003 - May 2008
fidelity investments 2003 - 2008
Fidleity Investments 2003 - 2008
TD BankNorth Garden Security 1999 - 2003
Boston Safe Deposit and Trust March 1988 - April 1995
Mellon bank 1991 - 1993
Skills
Financial Services, Mutual Funds, Securities, Risk Management, Business Analysis, Vendor Management, PMO, Business Process, Equities, Project Management, Fixed Income, Requirements Gathering, Requirements Analysis, Business Process..., Back Office, Banking, Derivatives, Settlement, Business Requirements, SDLC, Analysis, Strategic Planning, Corporate Actions, Fund Accounting, Hedge Funds, Portfolio Management
Education
Assumption College 1980 — 1984
BA, Political Science
Saint Johns high School Shrewsbury 1976 — 1980
Saint Stephens Junior High 1974 — 1976
Olmstead Associates September 1995 - Present
Eaton Vance March 2012 - Present
State Street September 2011 - March 2012
Eaton Vance 2008 - 2011
FRIAG April 2003 - May 2008
fidelity investments 2003 - 2008
Fidleity Investments 2003 - 2008
TD BankNorth Garden Security 1999 - 2003
Boston Safe Deposit and Trust March 1988 - April 1995
Mellon bank 1991 - 1993
Skills
Financial Services, Mutual Funds, Securities, Risk Management, Business Analysis, Vendor Management, PMO, Business Process, Equities, Project Management, Fixed Income, Requirements Gathering, Requirements Analysis, Business Process..., Back Office, Banking, Derivatives, Settlement, Business Requirements, SDLC, Analysis, Strategic Planning, Corporate Actions, Fund Accounting, Hedge Funds, Portfolio Management
Education
Assumption College 1980 — 1984
BA, Political Science
Saint Johns high School Shrewsbury 1976 — 1980
Saint Stephens Junior High 1974 — 1976
Cheryl Fries Cheryl Fries's Olmstead Associates Experience 1996 - 2001
Job Bruker Corporation
Industry Human Resources
Experience
Bruker Corporation December 2013 - Present
Nuance Communications January 2012 - November 2013
Genzyme May 2010 - December 2011
Fidelity Investments January 2007 - April 2010
Fidelity Investments July 2006 - January 2007
Fidelity Investments April 2001 - June 2006
Olmstead Associates 1996 - 2001
Skills
Talent Management, Process Improvement, Performance Management, Team Management, Management, SDLC, Quality Assurance, Program Management, HRIS, Leadership, PeopleSoft, Oracle, Recruiting, Human Resources, Project Planning, Succession Planning, Integration, Vendor Management, Testing, Onboarding, Project Management, SuccessFactors, Project Implementation, People Management, Oracle HR, Taleo, Outsourcing, iCIMS
Education
Boston College
B.S., Finance
Villanova University
Masters Certificate, Human Resources
Bruker Corporation December 2013 - Present
Nuance Communications January 2012 - November 2013
Genzyme May 2010 - December 2011
Fidelity Investments January 2007 - April 2010
Fidelity Investments July 2006 - January 2007
Fidelity Investments April 2001 - June 2006
Olmstead Associates 1996 - 2001
Skills
Talent Management, Process Improvement, Performance Management, Team Management, Management, SDLC, Quality Assurance, Program Management, HRIS, Leadership, PeopleSoft, Oracle, Recruiting, Human Resources, Project Planning, Succession Planning, Integration, Vendor Management, Testing, Onboarding, Project Management, SuccessFactors, Project Implementation, People Management, Oracle HR, Taleo, Outsourcing, iCIMS
Education
Boston College
B.S., Finance
Villanova University
Masters Certificate, Human Resources
Susan Dunbar Susan Dunbar's Olmstead Associates Experience September 2000 - March 2004
Job Vice President, Principal at Wellington Management Company, LLP
Industry Financial Services
Experience
Wellington Management March 2004 - Present
Olmstead Associates September 2000 - March 2004
Brown Brothers Harriman December 1997 - September 2000
First Data Corporation May 1995 - December 1997
The Boston Company June 1988 - June 1995
Skills
Fixed Income, Equities, Mutual Funds, Securities, Financial Services, Fund Accounting, Back Office, Corporate Actions, Fund Administration
Education
University of Massachusetts, Amherst 1984 — 1988
BBA, General Business and Finance
Wayland High School 1980 — 1984
Wellington Management March 2004 - Present
Olmstead Associates September 2000 - March 2004
Brown Brothers Harriman December 1997 - September 2000
First Data Corporation May 1995 - December 1997
The Boston Company June 1988 - June 1995
Skills
Fixed Income, Equities, Mutual Funds, Securities, Financial Services, Fund Accounting, Back Office, Corporate Actions, Fund Administration
Education
University of Massachusetts, Amherst 1984 — 1988
BBA, General Business and Finance
Wayland High School 1980 — 1984
Robert Mansmann's Olmstead Associates Experience December 2011 - Present
Job EVP, Client Development and Marketing
Industry Financial Services
Experience
Olmstead Associates December 2011 - Present
Capco December 2010 - December 2011
Patni Computer Systems February 2010 - December 2010
Evare, LLC October 2003 - March 2010
Foliage Software 2002 - 2003
CSC Consulting 2000 - 2002
Atlantic Data Services 1999 - 2000
Accenture 1996 - 1999
BEI Golembe 1993 - 1996
Mellon Bank 1976 - 1983
Skills
Financial Services, Capital Markets, CRM, SDLC, Operational Risk, Finance, Fixed Income, Business Analysis, Business Development, Equities, Risk Management, Executive Management, Investment Management, Market Data, Trading Systems, Investment Banking, Wealth Management, Portfolio Management, Derivatives, Banking, Financial Markets, Asset Management, Back Office, Investments, Securities, Bloomberg, Hedge Funds, Mutual Funds
Education
University of Pittsburgh 1976 — 1983
B.S., Business, Accounting
Olmstead Associates December 2011 - Present
Capco December 2010 - December 2011
Patni Computer Systems February 2010 - December 2010
Evare, LLC October 2003 - March 2010
Foliage Software 2002 - 2003
CSC Consulting 2000 - 2002
Atlantic Data Services 1999 - 2000
Accenture 1996 - 1999
BEI Golembe 1993 - 1996
Mellon Bank 1976 - 1983
Skills
Financial Services, Capital Markets, CRM, SDLC, Operational Risk, Finance, Fixed Income, Business Analysis, Business Development, Equities, Risk Management, Executive Management, Investment Management, Market Data, Trading Systems, Investment Banking, Wealth Management, Portfolio Management, Derivatives, Banking, Financial Markets, Asset Management, Back Office, Investments, Securities, Bloomberg, Hedge Funds, Mutual Funds
Education
University of Pittsburgh 1976 — 1983
B.S., Business, Accounting
Paul Graf Paul Graf's Olmstead Associates Experience July 2010 - November 2011
Job Property Manager at 501 FBP Realty Trust
Industry Information Technology and Services
Experience
501 FBP Realty Trust August 2012 - Present
Center Stage Performing Arts August 2009 - Present
The Adams Montessori School of Quincy May 2006 - Present
Quincy Youth Baseball March 2008 - October 2014
Granite Development Company November 2011 - August 2012
Olmstead Associates July 2010 - November 2011
State Rep. Steven Tobin March 2010 - September 2010
State Street Bank April 2006 - March 2009
State Street Investment Analytics May 1998 - March 2006
State Street Investment Analytics June 1995 - May 1998
Skills
Business Process, Fixed Income, PMP, Mutual Funds, SDLC, Business Analysis, Portfolio Management, Project Management, Financial Services, Equities, Management, Disaster Recovery, Fund Accounting, Access, Asset Management, ITIL, Technical Support
Education
Bentley University - Elkin B. McCallum Graduate School of Business 1989 — 1995
Master’s Degree, Accountancy, 3.2
University of Massachusetts, Amherst 1984 — 1988
BA, Economics
501 FBP Realty Trust August 2012 - Present
Center Stage Performing Arts August 2009 - Present
The Adams Montessori School of Quincy May 2006 - Present
Quincy Youth Baseball March 2008 - October 2014
Granite Development Company November 2011 - August 2012
Olmstead Associates July 2010 - November 2011
State Rep. Steven Tobin March 2010 - September 2010
State Street Bank April 2006 - March 2009
State Street Investment Analytics May 1998 - March 2006
State Street Investment Analytics June 1995 - May 1998
Skills
Business Process, Fixed Income, PMP, Mutual Funds, SDLC, Business Analysis, Portfolio Management, Project Management, Financial Services, Equities, Management, Disaster Recovery, Fund Accounting, Access, Asset Management, ITIL, Technical Support
Education
Bentley University - Elkin B. McCallum Graduate School of Business 1989 — 1995
Master’s Degree, Accountancy, 3.2
University of Massachusetts, Amherst 1984 — 1988
BA, Economics
Amanda DelConte's Olmstead Associates Experience July 2014 - Present
Job Financial/Securities IT Recruiter at Olmstead Associates
Industry Financial Services
Experience
Olmstead Associates July 2014 - Present
Granite Telecommunications April 2013 - June 2013
Gardner Resources Consulting, LLC February 2012 - February 2013
Aerotek Scientific September 2008 - February 2012
Ferguson Enterprises, Inc. July 2006 - September 2008
Education
Longwood University 2002 — 2006
Bachelors, Graphic Design
Olmstead Associates July 2014 - Present
Granite Telecommunications April 2013 - June 2013
Gardner Resources Consulting, LLC February 2012 - February 2013
Aerotek Scientific September 2008 - February 2012
Ferguson Enterprises, Inc. July 2006 - September 2008
Education
Longwood University 2002 — 2006
Bachelors, Graphic Design
Jennifer Weaver Jennifer Weaver's Olmstead Associates Experience April 1994 - June 1998
Job Design Principal, Owner
Industry Graphic Design
Experience
Weaver Design Agency 1999 - Present
University of Michigan 2008 - 2014
Olmstead Associates April 1994 - June 1998
Skills
Interactive Brochure, Prezi Interactive..., Brochures, Exhibit Design, Graphic Design, Direct Mail, Packaging, Interactive Advertising, Information Graphics, Brand Development, Annual Reports, Logo Design, InDesign, Public Relations, Illustrator, Graphics, Photography, Visual Communication, Typography, Web Design
Education
University of Michigan 1990 — 1993
BFA, Graphic Design
Weaver Design Agency 1999 - Present
University of Michigan 2008 - 2014
Olmstead Associates April 1994 - June 1998
Skills
Interactive Brochure, Prezi Interactive..., Brochures, Exhibit Design, Graphic Design, Direct Mail, Packaging, Interactive Advertising, Information Graphics, Brand Development, Annual Reports, Logo Design, InDesign, Public Relations, Illustrator, Graphics, Photography, Visual Communication, Typography, Web Design
Education
University of Michigan 1990 — 1993
BFA, Graphic Design
Stephen Alepa, CFA Stephen Alepa, CFA's Olmstead Associates Experience March 2014 - Present
Job CEO at Olmstead Associates
Industry Financial Services
Experience
Olmstead Associates March 2014 - Present
SenaHill Partners, LP 2013 - Present
Omaha Storm Chasers 2013 - Present
ITG 2006 - 2011
Macgregor 2001 - 2006
Arthur Andersen 1998 - 2000
Accenture 1988 - 1996
Education
Georgetown University
Oxford University
Olmstead Associates March 2014 - Present
SenaHill Partners, LP 2013 - Present
Omaha Storm Chasers 2013 - Present
ITG 2006 - 2011
Macgregor 2001 - 2006
Arthur Andersen 1998 - 2000
Accenture 1988 - 1996
Education
Georgetown University
Oxford University
Doris Kellom Doris Kellom's Olmstead Associates Experience February 2011 - 2012
Job Technical Project Manager at Public Consulting Group
Industry Financial Services
Experience
Public Consulting Group January 2014 - Present
State Street Bank February 2011 - Present
Olmstead Associates February 2011 - 2012
BNY Mellon July 1990 - January 2009
Mellon 1990 - 2009
SEi Companies 1985 - 1990
ADP Network Services 1980 - 1985
Education
Northeastern University 1987 — 1990
MBA, Business
Hope College 1976 — 1980
BA, Computer Science
Public Consulting Group January 2014 - Present
State Street Bank February 2011 - Present
Olmstead Associates February 2011 - 2012
BNY Mellon July 1990 - January 2009
Mellon 1990 - 2009
SEi Companies 1985 - 1990
ADP Network Services 1980 - 1985
Education
Northeastern University 1987 — 1990
MBA, Business
Hope College 1976 — 1980
BA, Computer Science
Sean Hirshberg's Olmstead Associates Experience April 2007 - December 2008
Job Project Manager at Pearson Assessments
Industry Education Management
Experience
Pearson July 2010 - Present
The Dinner Garden August 2008 - June 2013
State of Illinois December 2008 - June 2009
Bast Services, Inc. December 2008 - May 2009
Olmstead Associates April 2007 - December 2008
Stanford Group Company 2007 - 2008
Wachovia Securities June 2004 - April 2007
Scott & Stringfellow March 2000 - June 2004
Skills
Financial Services, Vendor Management, Management Consulting, Process Improvement, Nonprofits, Program Management, Leadership, Business Analysis, Management, Business Process..., Change Management, Project Management, SDLC, Cross-functional Team..., Software Project...
Education
Benedictine University 2006 — 2008
International Business
University of Maryland University College
Bachelor's degree, Computer Science
Pearson July 2010 - Present
The Dinner Garden August 2008 - June 2013
State of Illinois December 2008 - June 2009
Bast Services, Inc. December 2008 - May 2009
Olmstead Associates April 2007 - December 2008
Stanford Group Company 2007 - 2008
Wachovia Securities June 2004 - April 2007
Scott & Stringfellow March 2000 - June 2004
Skills
Financial Services, Vendor Management, Management Consulting, Process Improvement, Nonprofits, Program Management, Leadership, Business Analysis, Management, Business Process..., Change Management, Project Management, SDLC, Cross-functional Team..., Software Project...
Education
Benedictine University 2006 — 2008
International Business
University of Maryland University College
Bachelor's degree, Computer Science
Susan Kuller's Olmstead Associates Experience May 2009 - October 2009
Job PMP Certified Project Manager and Business Analyst
Industry Financial Services
Experience
Credit Suisse December 2009 - Present
Rockall Technologies May 2009 - October 2009
Olmstead Associates May 2009 - October 2009
Goldman Sachs 2005 - 2009
Goldman Sachs 2004 - 2007
Goldman Sachs 1998 - 2005
Goldman Sachs 1991 - 1998
Skills
Project Management, Business Analysis, Collateral Management, Reference Data, Financial Services, Risk Management, Strategy, Equities, Cross-functional Team..., Fixed Income, Derivatives, Analysis, Financial Risk, Management, Credit Derivatives, Trading Systems, FX Options, Options, Equity Derivatives
Education
Ramapo HS
State University of New York at Binghamton
BS
Credit Suisse December 2009 - Present
Rockall Technologies May 2009 - October 2009
Olmstead Associates May 2009 - October 2009
Goldman Sachs 2005 - 2009
Goldman Sachs 2004 - 2007
Goldman Sachs 1998 - 2005
Goldman Sachs 1991 - 1998
Skills
Project Management, Business Analysis, Collateral Management, Reference Data, Financial Services, Risk Management, Strategy, Equities, Cross-functional Team..., Fixed Income, Derivatives, Analysis, Financial Risk, Management, Credit Derivatives, Trading Systems, FX Options, Options, Equity Derivatives
Education
Ramapo HS
State University of New York at Binghamton
BS
Steve Hinchey's Olmstead Associates Experience 1998 - 2000
Job Business Owner Bus4Us, LLP
Industry Information Technology and Services
Experience
Bus4Us, LLP October 2008 - Present
Paladyne Systems January 2008 - September 2008
UBS April 2004 - November 2007
Stark Technical Group 2003 - 2004
Advent Software 2000 - 2003
Olmstead Associates 1998 - 2000
SunGard Data Systems 1990 - 1998
FIRST NATIONAL BANK OF CHICAGO 1986 - 1990
SEI 1981 - 1986
Skills
Requirements Analysis, Project Management, Logistics, Project Planning
Education
D'Amore-McKim School of Business at Northeastern University 1980 — 1981
MBA
University of New Hampshire -- Peter T. Paul College of Business and Economics 1973 — 1977
BS
Bus4Us, LLP October 2008 - Present
Paladyne Systems January 2008 - September 2008
UBS April 2004 - November 2007
Stark Technical Group 2003 - 2004
Advent Software 2000 - 2003
Olmstead Associates 1998 - 2000
SunGard Data Systems 1990 - 1998
FIRST NATIONAL BANK OF CHICAGO 1986 - 1990
SEI 1981 - 1986
Skills
Requirements Analysis, Project Management, Logistics, Project Planning
Education
D'Amore-McKim School of Business at Northeastern University 1980 — 1981
MBA
University of New Hampshire -- Peter T. Paul College of Business and Economics 1973 — 1977
BS
Peter Moon's Olmstead Associates Experience July 2007 - July 2010
Job Technical Product Manager at Omgeo
Industry Financial Services
Experience
Omgeo February 2013 - Present
PrO Unlimited July 2010 - January 2013
Olmstead Associates July 2007 - July 2010
Investors Bank & Trust August 2005 - July 2007
Mellon Financial February 2002 - July 2005
Mellon Financial April 1996 - February 2002
Mellon Financial April 1993 - April 1996
Boston Safe Deposit & Trust August 1989 - April 1993
Skills
SWIFT, XML, Global Custody, bus, Operations, Settlements, Equities, FX, Back Office, Payments, SWIFT messaging, Business Analysis
Education
Thunderbird School of Global Management 1988 — 1989
MBA in International Business, International Business
Saint Michael's College 1983 — 1987
BA, Major in Business, Minor in German
Omgeo February 2013 - Present
PrO Unlimited July 2010 - January 2013
Olmstead Associates July 2007 - July 2010
Investors Bank & Trust August 2005 - July 2007
Mellon Financial February 2002 - July 2005
Mellon Financial April 1996 - February 2002
Mellon Financial April 1993 - April 1996
Boston Safe Deposit & Trust August 1989 - April 1993
Skills
SWIFT, XML, Global Custody, bus, Operations, Settlements, Equities, FX, Back Office, Payments, SWIFT messaging, Business Analysis
Education
Thunderbird School of Global Management 1988 — 1989
MBA in International Business, International Business
Saint Michael's College 1983 — 1987
BA, Major in Business, Minor in German
Bryan Berry's Olmstead Associates Experience November 2012 - August 2013
Job Manager Portfolio Accounting and Reconciliation at Ascensus College Savings
Industry Investment Management
Experience
Ascensus College Savings December 2013 - Present
Olmstead Associates November 2012 - August 2013
BANK OF AMERICA/COLUMBIA MANAGEMENT August 2009 - April 2012
BANK OF AMERICA/COLUMBIA MANAGEMENT September 2008 - August 2009
BANK OF AMERICA/COLUMBIA MANAGEMENT September 2006 - September 2008
State Street Bank August 2005 - September 2006
State Street Bank September 2003 - August 2005
State Street Bank October 2000 - September 2003
State Street Bank May 1998 - October 2000
DebSan Decorating, Inc. March 1996 - May 1998
Skills
Securities, Mutual Funds, Bloomberg, Fixed Income, Equities, Investments, Asset Managment, Finance, Financial Services, Access, Settlements, Crystal Reports, Customer Relations, Middle Office, Asset Management, Client Service, Corporate Actions, Back Office, Reconciliation, Business Analysis, Funding, Settlement, Investment Banking, Process Improvement, Problem Solving, project management, Fund Of Funds, Fund Accounting, Securities Lending, Investment Management, Trading, 529 Plans
Education
Ashford University 2009 — 2010
BA, Business Administaration
Massasoit Community College 1999 — 2003
AA, Business
Clark University
certificate, IT
abington high school
Ascensus College Savings December 2013 - Present
Olmstead Associates November 2012 - August 2013
BANK OF AMERICA/COLUMBIA MANAGEMENT August 2009 - April 2012
BANK OF AMERICA/COLUMBIA MANAGEMENT September 2008 - August 2009
BANK OF AMERICA/COLUMBIA MANAGEMENT September 2006 - September 2008
State Street Bank August 2005 - September 2006
State Street Bank September 2003 - August 2005
State Street Bank October 2000 - September 2003
State Street Bank May 1998 - October 2000
DebSan Decorating, Inc. March 1996 - May 1998
Skills
Securities, Mutual Funds, Bloomberg, Fixed Income, Equities, Investments, Asset Managment, Finance, Financial Services, Access, Settlements, Crystal Reports, Customer Relations, Middle Office, Asset Management, Client Service, Corporate Actions, Back Office, Reconciliation, Business Analysis, Funding, Settlement, Investment Banking, Process Improvement, Problem Solving, project management, Fund Of Funds, Fund Accounting, Securities Lending, Investment Management, Trading, 529 Plans
Education
Ashford University 2009 — 2010
BA, Business Administaration
Massasoit Community College 1999 — 2003
AA, Business
Clark University
certificate, IT
abington high school
Valerie Pratt's Olmstead Associates Experience December 2004 - March 2006
Job Business Systems Analyst/Project Manager at GMO
Industry Information Technology and Services
Experience
Grantham, Mayo, Van Otterloo & Co., LLC December 2008 - Present
Redbrick Capital Management, LP September 2007 - October 2008
Sowood Capital Management LP March 2006 - September 2007
Olmstead Associates December 2004 - March 2006
Columbia Management / Bank of America September 1997 - October 2004
DST Belvedere 1995 - 1997
Computer Aided Decisions, Inc. 1994 - 1995
SunGard / National Computer Systems 1989 - 1994
The Saddlebrook Corporation 1979 - 1994
Skills
Business Strategy, Investments, SDLC
Education
University of Massachusetts Boston 1973 — 1982
BA, Philosophy
Grantham, Mayo, Van Otterloo & Co., LLC December 2008 - Present
Redbrick Capital Management, LP September 2007 - October 2008
Sowood Capital Management LP March 2006 - September 2007
Olmstead Associates December 2004 - March 2006
Columbia Management / Bank of America September 1997 - October 2004
DST Belvedere 1995 - 1997
Computer Aided Decisions, Inc. 1994 - 1995
SunGard / National Computer Systems 1989 - 1994
The Saddlebrook Corporation 1979 - 1994
Skills
Business Strategy, Investments, SDLC
Education
University of Massachusetts Boston 1973 — 1982
BA, Philosophy
Scott Perrier's Olmstead Associates Experience March 2013 - Present
Job Management Consultant at Olmstead Associates
Industry Financial Services
Experience
Olmstead Associates March 2013 - Present
Ameriprise Financial May 2010 - December 2012
Bank of America January 2008 - August 2010
Bank of America September 2006 - September 2008
Bank of America 2004 - 2005
Bank of America 1995 - 2003
Skills
Fixed Income, Financial Services, Asset Managment, Risk Management, Equities, Securities, Integration, Trading Systems, Compliance Management..., Acquisition Integration, Equity Trading, Portfolio Management, Operations Management, IT Investment Management, Strategic Planning, Technology Management, Data Integration, Data Warehousing, Middle Office, Front Office, Asset Management
Education
University of Massachusetts Lowell 1992 — 1994
University of Massachusetts Lowell 1989 — 1994
Middlesex Community College 1990 — 1992
AS, Criminal Justice
Olmstead Associates March 2013 - Present
Ameriprise Financial May 2010 - December 2012
Bank of America January 2008 - August 2010
Bank of America September 2006 - September 2008
Bank of America 2004 - 2005
Bank of America 1995 - 2003
Skills
Fixed Income, Financial Services, Asset Managment, Risk Management, Equities, Securities, Integration, Trading Systems, Compliance Management..., Acquisition Integration, Equity Trading, Portfolio Management, Operations Management, IT Investment Management, Strategic Planning, Technology Management, Data Integration, Data Warehousing, Middle Office, Front Office, Asset Management
Education
University of Massachusetts Lowell 1992 — 1994
University of Massachusetts Lowell 1989 — 1994
Middlesex Community College 1990 — 1992
AS, Criminal Justice
Susan Cernick's Olmstead Associates Experience September 2005 - Present
Job IT Project Manager at State Street
Industry Financial Services
Experience
State Street February 2011 - Present
Olmstead Associates September 2005 - Present
Fidelity Investments September 2010 - January 2011
Janus Capital Group April 2010 - August 2010
Flynn Accounting Solutions May 2005 - February 2010
BNY Mellon October 2009 - December 2009
Western Asset Management September 2005 - April 2009
SunGard 1984 - 2004
Education
Benedictine University 1990 — 1992
MBA, MIS
Loyola University Chicago 1974 — 1979
BS, Psychology & Criminal Justice
State Street February 2011 - Present
Olmstead Associates September 2005 - Present
Fidelity Investments September 2010 - January 2011
Janus Capital Group April 2010 - August 2010
Flynn Accounting Solutions May 2005 - February 2010
BNY Mellon October 2009 - December 2009
Western Asset Management September 2005 - April 2009
SunGard 1984 - 2004
Education
Benedictine University 1990 — 1992
MBA, MIS
Loyola University Chicago 1974 — 1979
BS, Psychology & Criminal Justice
Linda Bookheim's Olmstead Associates Experience September 2010 - April 2011
Job Consultant/Project Manger at Verrazzano Solutions at CLS
Industry Financial Services
Experience
Verazzano Solutions May 2013 - Present
Noetic Partners July 2012 - April 2013
Knowledgent Group June 2011 - March 2012
Olmstead Associates September 2010 - April 2011
SWIFT January 2008 - April 2010
SWIFT 2006 - 2007
SWIFT 2003 - 2006
SWIFT 2001 - 2003
GoldenSource (Formerly Financial Technologies International, FTI) May 1999 - December 2000
GoldenSource (Formerly Financial Technologies International, FTI) 1996 - 1999
Skills
SWIFT, Securities, Product Development, Corporate Actions, Business Analysis, Business Strategy, New Business Development, SWIFT payments, Back Office, Financial Services, Management, Business Development, Project Management, Strategy, Banking, Capital Markets, Bloomberg, Financial Markets, Leadership, Relationship Management, Product Management, Fixed Income, Settlement, Trading, Analysis, Reference Data, Global Custody, Risk Management, Financial Institutions, Prime Brokerage, AML, Business Process..., User Acceptance Testing, Foreign Exchange, Training, Business Requirements, Vendor Management, Business Intelligence, Finance, SDLC, Agile Project Management, Requirements Analysis, Market Data, CRM, Payments, SWIFT messaging, Trading Systems, Investment Banking, Collateral Management, Strategic Partnerships
Education
State University of New York College at Potsdam 1974 — 1978
Bachelor, Music, Accounting
The New School, Graduate School of Management
Audit Management, Human Resources
Verazzano Solutions May 2013 - Present
Noetic Partners July 2012 - April 2013
Knowledgent Group June 2011 - March 2012
Olmstead Associates September 2010 - April 2011
SWIFT January 2008 - April 2010
SWIFT 2006 - 2007
SWIFT 2003 - 2006
SWIFT 2001 - 2003
GoldenSource (Formerly Financial Technologies International, FTI) May 1999 - December 2000
GoldenSource (Formerly Financial Technologies International, FTI) 1996 - 1999
Skills
SWIFT, Securities, Product Development, Corporate Actions, Business Analysis, Business Strategy, New Business Development, SWIFT payments, Back Office, Financial Services, Management, Business Development, Project Management, Strategy, Banking, Capital Markets, Bloomberg, Financial Markets, Leadership, Relationship Management, Product Management, Fixed Income, Settlement, Trading, Analysis, Reference Data, Global Custody, Risk Management, Financial Institutions, Prime Brokerage, AML, Business Process..., User Acceptance Testing, Foreign Exchange, Training, Business Requirements, Vendor Management, Business Intelligence, Finance, SDLC, Agile Project Management, Requirements Analysis, Market Data, CRM, Payments, SWIFT messaging, Trading Systems, Investment Banking, Collateral Management, Strategic Partnerships
Education
State University of New York College at Potsdam 1974 — 1978
Bachelor, Music, Accounting
The New School, Graduate School of Management
Audit Management, Human Resources
Steven Soillis's Olmstead Associates Experience 2003 - 2006
Job Senior Business Analyst/Project Manager at Orbis Financial Solutions
Industry Financial Services
Experience
Orbis Financial Solutions Senior Business Analyst\Project ManagerOrbis Solutions2006 - Present
Wellington Management 2003 - 2006
Olmstead Associates 2003 - 2006
SunGard Data Systems 1999 - 2003
Wall Street Games 1988 - 1990
Education
Bentley University 1986 — 1990
Orbis Financial Solutions Senior Business Analyst\Project ManagerOrbis Solutions2006 - Present
Wellington Management 2003 - 2006
Olmstead Associates 2003 - 2006
SunGard Data Systems 1999 - 2003
Wall Street Games 1988 - 1990
Education
Bentley University 1986 — 1990
Colette Trenchard's Olmstead Associates Experience Business AnalystWachovia Securities2007 - Present
Job Business Analyst at Olmstead Associates
Industry Financial Services
Experience
Olmstead Associates Business AnalystWachovia Securities2007 - Present
Education
Boston University 1985 — 1987
Olmstead Associates Business AnalystWachovia Securities2007 - Present
Education
Boston University 1985 — 1987
Kathryn Caruso's Olmstead Associates Experience September 2004 - April 2008
Job Development Associate at Boy Scouts of America
Industry Fund-Raising
Experience
Boy Scouts of America August 2014 - Present
Whitridge Associates March 2014 - May 2014
Whitridge Associates July 2013 - October 2013
Whitridge Associates July 2013 - October 2013
Whitridge Consulting March 2012 - June 2013
Sapient 2013 - 2013
BNY Mellon Standish Mellon Asset Management April 2008 - March 2012
Olmstead Associates September 2004 - April 2008
BROWN BROTHERS HARRIMAN2004 July 2004 - September 2004
STATE STREET CORPORATION January 2000 - January 2003
Skills
Financial Services, Business Analysis, Fixed Income, Derivatives, Project Management, Bloomberg, Requirements Analysis, Trading Systems, Data Analysis, Business Requirements, Equities, Securities, Fund Accounting, Investments, SDLC, Process Improvement, Analysis, Middle Office, Mutual Funds, Back Office, Portfolio Management
Education
NORTHEASTERN UNIVERSITY 2000 — 2006
Coursework, Business Management
Quincy College 1983 — 1988
Associates Degree, Business Administration
STATE STREET INSTITUTE
Boy Scouts of America August 2014 - Present
Whitridge Associates March 2014 - May 2014
Whitridge Associates July 2013 - October 2013
Whitridge Associates July 2013 - October 2013
Whitridge Consulting March 2012 - June 2013
Sapient 2013 - 2013
BNY Mellon Standish Mellon Asset Management April 2008 - March 2012
Olmstead Associates September 2004 - April 2008
BROWN BROTHERS HARRIMAN2004 July 2004 - September 2004
STATE STREET CORPORATION January 2000 - January 2003
Skills
Financial Services, Business Analysis, Fixed Income, Derivatives, Project Management, Bloomberg, Requirements Analysis, Trading Systems, Data Analysis, Business Requirements, Equities, Securities, Fund Accounting, Investments, SDLC, Process Improvement, Analysis, Middle Office, Mutual Funds, Back Office, Portfolio Management
Education
NORTHEASTERN UNIVERSITY 2000 — 2006
Coursework, Business Management
Quincy College 1983 — 1988
Associates Degree, Business Administration
STATE STREET INSTITUTE
Joe Viens, PMP's Olmstead Associates Experience January 2015 - Present
Job Experienced Financial Services Project Manager and Businesss Analyst
Industry Financial Services
Experience
Olmstead Associates January 2015 - Present
RBS Citizens Financial Group July 2013 - June 2014
State Street Bank March 2013 - July 2013
State Street Bank May 2012 - March 2013
Boston Financial Data Services September 2000 - September 2011
PFPC March 1996 - September 2000
First Data, TSSG, The Boston Company March 1986 - March 1996
Skills
Risk Mitigation, Mutual Funds, Conversions, Reconciliation, Cash, Transfer Agency, Risk Management, Compliance, Process Improvement, Vendor Management, Customer Relations, Operations Management, Team Building, Audit, Problem Solving, Strategic Planning, Staff Development, Business Analysis, Budgeting, Process Engineering, Product Management, Excel, Microsoft Office, PowerPoint, Monarch, Client Services, AML, Project Delivery, Mergers, Acquisition Integration, Financial Services, Project Management, Customer Service, Securities, Account Reconciliation, Dog Walking, Particle Physics, Budgets, Leadership, Cycling, Management, Mergers & Acquisitions
Education
Bryant University 1989 — 1992
Master of Business Administration, Finance Concentration
Lincoln High
Rhode Island College
Bachelor of Science, Managerial Economics
Olmstead Associates January 2015 - Present
RBS Citizens Financial Group July 2013 - June 2014
State Street Bank March 2013 - July 2013
State Street Bank May 2012 - March 2013
Boston Financial Data Services September 2000 - September 2011
PFPC March 1996 - September 2000
First Data, TSSG, The Boston Company March 1986 - March 1996
Skills
Risk Mitigation, Mutual Funds, Conversions, Reconciliation, Cash, Transfer Agency, Risk Management, Compliance, Process Improvement, Vendor Management, Customer Relations, Operations Management, Team Building, Audit, Problem Solving, Strategic Planning, Staff Development, Business Analysis, Budgeting, Process Engineering, Product Management, Excel, Microsoft Office, PowerPoint, Monarch, Client Services, AML, Project Delivery, Mergers, Acquisition Integration, Financial Services, Project Management, Customer Service, Securities, Account Reconciliation, Dog Walking, Particle Physics, Budgets, Leadership, Cycling, Management, Mergers & Acquisitions
Education
Bryant University 1989 — 1992
Master of Business Administration, Finance Concentration
Lincoln High
Rhode Island College
Bachelor of Science, Managerial Economics
Jill Homburg Bolen's Olmstead Associates Experience 1998 - November 2005
Job Senior Director, Project Management at Interactive Data
Industry Financial Services
Experience
Interactive Data September 2014 - Present
Interactive Data January 2014 - August 2014
Interactive Data August 2010 - June 2013
Interactive Data January 2007 - July 2010
Eaton Vance December 2005 - December 2006
Olmstead Associates 1998 - November 2005
Scudder Investments 1990 - 1997
Scudder Investments 1987 - 1989
Skills
Fixed Income, Market Data, Trading Systems, Corporate Actions, Derivatives, Financial Services, Reference Data, Financial Markets, Securities, Business Analysis, Equities, Options, Management, Back Office
Education
Miami University 1981 — 1985
B.S. Business Administration, Organizational Administration
Loveland High School, American School of Paris
Interactive Data September 2014 - Present
Interactive Data January 2014 - August 2014
Interactive Data August 2010 - June 2013
Interactive Data January 2007 - July 2010
Eaton Vance December 2005 - December 2006
Olmstead Associates 1998 - November 2005
Scudder Investments 1990 - 1997
Scudder Investments 1987 - 1989
Skills
Fixed Income, Market Data, Trading Systems, Corporate Actions, Derivatives, Financial Services, Reference Data, Financial Markets, Securities, Business Analysis, Equities, Options, Management, Back Office
Education
Miami University 1981 — 1985
B.S. Business Administration, Organizational Administration
Loveland High School, American School of Paris
Gary Adkison's Olmstead Associates Experience 2004 - Present
Job Financial Services Consultant with Olmstead Associates
Industry Financial Services
Experience
Olmstead Associates 2004 - Present
State Street 2004 - Present
Investors Bank & Trust 1998 - 2002
Bank of Boston 1988 - 1998
Skills
Fixed Income, Financial Services, Corporate Actions, Fund Accounting, Equities, Bloomberg, Risk Management
Education
D'Amore-McKim School of Business at Northeastern University 1984 — 1988
MBA, Finance
Olmstead Associates 2004 - Present
State Street 2004 - Present
Investors Bank & Trust 1998 - 2002
Bank of Boston 1988 - 1998
Skills
Fixed Income, Financial Services, Corporate Actions, Fund Accounting, Equities, Bloomberg, Risk Management
Education
D'Amore-McKim School of Business at Northeastern University 1984 — 1988
MBA, Finance
Peter Giannakopoulos's Olmstead Associates Experience November 2009 - March 2011
Job Business Analyst at Venture FSG
Industry Financial Services
Experience
Venture FSG March 2011 - Present
Olmstead Associates November 2009 - March 2011
Venture Financial Systems Group September 2006 - September 2009
Mellon Trust/Eagle Investment Systems January 2004 - September 2006
Mellon Financial 2002 - 2004
Skills
Fund Accounting, Business Analysis, Quality Assurance, Business Documentation, Requirements Analysis, Excel, Business Process..., Analysis, Word, Derivatives, Accounting, Microsoft Office, Financial Services, SQL
Education
University of Massachusetts Lowell 1985 — 1990
BS, Accounting
Venture FSG March 2011 - Present
Olmstead Associates November 2009 - March 2011
Venture Financial Systems Group September 2006 - September 2009
Mellon Trust/Eagle Investment Systems January 2004 - September 2006
Mellon Financial 2002 - 2004
Skills
Fund Accounting, Business Analysis, Quality Assurance, Business Documentation, Requirements Analysis, Excel, Business Process..., Analysis, Word, Derivatives, Accounting, Microsoft Office, Financial Services, SQL
Education
University of Massachusetts Lowell 1985 — 1990
BS, Accounting
David Southwick's Olmstead Associates Experience February 2011 - Present
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Olmstead Associates February 2011 - Present
John Hancock Life Insurance Company (U.S.A.) 2003 - 2010
Wellington Management 1998 - 2003
Skills
Software Project..., Certified Project..., Business Intelligence, Program Management, Vendor Management, PMO, Business Analysis, Requirements Gathering, Business Process..., Project Portfolio..., Business Requirements, Business Process, Requirements Analysis, Resource Management, Project Management, SDLC
Education
Pingree School
University of Massachusetts, Amherst
Olmstead Associates February 2011 - Present
John Hancock Life Insurance Company (U.S.A.) 2003 - 2010
Wellington Management 1998 - 2003
Skills
Software Project..., Certified Project..., Business Intelligence, Program Management, Vendor Management, PMO, Business Analysis, Requirements Gathering, Business Process..., Project Portfolio..., Business Requirements, Business Process, Requirements Analysis, Resource Management, Project Management, SDLC
Education
Pingree School
University of Massachusetts, Amherst
Judith Gillis's Olmstead Associates Experience September 2010 - July 2011
Job Business Consultant at John Hancock Financial Services
Industry Information Technology and Services
Experience
John Hancock Financial Services August 2012 - Present
John Hancock Life Insurance Company (U.S.A.) July 2011 - August 2012
Olmstead Associates September 2010 - July 2011
State Street May 2004 - February 2009
Investors Bank & Trust July 2002 - May 2004
State Street May 1998 - April 2002
State Street 1997 - 1998
State Street 1996 - 1997
State Street 1996 - 1996
State Street 1995 - 1996
Skills
Training, Requirements Analysis, Software Documentation, Project Management, Business Analysis, Financial Services, Analysis, Leadership, Business Requirements, Fund Accounting, Investments, Requirements Gathering, Mutual Funds, Asset Management, Testing, Customer Service, SDLC
Education
University of Massachusetts Boston 1989 — 1991
Bachelor of Arts, English
Hull High School
High School, College Prep
John Hancock Financial Services August 2012 - Present
John Hancock Life Insurance Company (U.S.A.) July 2011 - August 2012
Olmstead Associates September 2010 - July 2011
State Street May 2004 - February 2009
Investors Bank & Trust July 2002 - May 2004
State Street May 1998 - April 2002
State Street 1997 - 1998
State Street 1996 - 1997
State Street 1996 - 1996
State Street 1995 - 1996
Skills
Training, Requirements Analysis, Software Documentation, Project Management, Business Analysis, Financial Services, Analysis, Leadership, Business Requirements, Fund Accounting, Investments, Requirements Gathering, Mutual Funds, Asset Management, Testing, Customer Service, SDLC
Education
University of Massachusetts Boston 1989 — 1991
Bachelor of Arts, English
Hull High School
High School, College Prep
Cheryl Graham's Olmstead Associates Experience June 2012 - August 2013
Job Manager / Business Analyst looking for New Job Opportunity
Industry Financial Services
Experience
State Street August 2013 - June 2014
Olmstead Associates June 2012 - August 2013
Olmstead Associates June 2011 - December 2012
NYLIFE July 2009 - May 2011
State Street April 2002 - February 2009
State Street May 1999 - April 2002
State Street January 1998 - March 1999
State Street January 1994 - January 1998
Skills
Business Analysis, Quality Auditing, Data Collection, Process Improvement, Data Analysis, Multi Tasking, Collaborative Problem..., Financial Services, Investments, Mutual Funds, Fixed Income, Equities, Finance, Training, Securities, Operations Management, 401k, Financial Analysis, Manage Client...
Education
Bentley University 1984 — 1988
BS, Finance
State Street August 2013 - June 2014
Olmstead Associates June 2012 - August 2013
Olmstead Associates June 2011 - December 2012
NYLIFE July 2009 - May 2011
State Street April 2002 - February 2009
State Street May 1999 - April 2002
State Street January 1998 - March 1999
State Street January 1994 - January 1998
Skills
Business Analysis, Quality Auditing, Data Collection, Process Improvement, Data Analysis, Multi Tasking, Collaborative Problem..., Financial Services, Investments, Mutual Funds, Fixed Income, Equities, Finance, Training, Securities, Operations Management, 401k, Financial Analysis, Manage Client...
Education
Bentley University 1984 — 1988
BS, Finance
Barry ODriscoll's Olmstead Associates Experience November 2009 - August 2012
Job Consultant at Eagle Investment Systems
Industry Financial Services
Experience
Eagle Investment Systems September 2012 - Present
Olmstead Associates November 2009 - August 2012
State Street Corporation 2007 - 2009
State Street Bank 1988 - 2009
State Street Corporation 2003 - 2007
Skills
Performance Measurement, Financial Services, Business Analysis, Equities, SDLC, Fixed Income, Middle Office, Business Process..., Investments
Education
Babson College
Bachelor of Science, Finance/Communication
Suffolk University - Sawyer Business School
MBA, Computer Information Systems
Eagle Investment Systems September 2012 - Present
Olmstead Associates November 2009 - August 2012
State Street Corporation 2007 - 2009
State Street Bank 1988 - 2009
State Street Corporation 2003 - 2007
Skills
Performance Measurement, Financial Services, Business Analysis, Equities, SDLC, Fixed Income, Middle Office, Business Process..., Investments
Education
Babson College
Bachelor of Science, Finance/Communication
Suffolk University - Sawyer Business School
MBA, Computer Information Systems
Lois Riley's Olmstead Associates Experience January 2010 - August 2011
Job Vice President at State Street Bank
Industry Financial Services
Experience
State Street Bank August 2011 - Present
Olmstead Associates January 2010 - August 2011
State Street February 2007 - March 2009
LMR Independent Contractor July 1995 - February 2007
State Street June 1979 - June 1995
Skills
Business Analysis, Leadership, Data Warehousing, Analytics, Asset Management, Enterprise Software, Financial Services, MS Project, Management, Process Improvement, Visio
Education
Massachusetts College of Liberal Arts 1975 — 1979
BS, Accounting with IT Minor
State Street Bank August 2011 - Present
Olmstead Associates January 2010 - August 2011
State Street February 2007 - March 2009
LMR Independent Contractor July 1995 - February 2007
State Street June 1979 - June 1995
Skills
Business Analysis, Leadership, Data Warehousing, Analytics, Asset Management, Enterprise Software, Financial Services, MS Project, Management, Process Improvement, Visio
Education
Massachusetts College of Liberal Arts 1975 — 1979
BS, Accounting with IT Minor
Colette Trenchard's Olmstead Associates Experience November 2005 - Present
Job Senior Business Analyst at Olmstead Associates
Industry Financial Services
Experience
Olmstead Associates November 2005 - Present
State Steet Wealth Management Services March 2003 - November 2005
Integration Decision Systems January 2001 - December 2002
Integrated Decision Systems January 1998 - December 2000
Integrated Decision Systems January 1995 - December 1997
Integrated Decision Systems January 1992 - December 1994
Skills
Process Improvement, Financial Services, Business Requirements, Performance Measurement, Portfolio Management, Fixed Income, Requirements Gathering, Data Analysis, Project Management, SQL
Education
Boston University
BS
Olmstead Associates November 2005 - Present
State Steet Wealth Management Services March 2003 - November 2005
Integration Decision Systems January 2001 - December 2002
Integrated Decision Systems January 1998 - December 2000
Integrated Decision Systems January 1995 - December 1997
Integrated Decision Systems January 1992 - December 1994
Skills
Process Improvement, Financial Services, Business Requirements, Performance Measurement, Portfolio Management, Fixed Income, Requirements Gathering, Data Analysis, Project Management, SQL
Education
Boston University
BS
Pam Ketchum's Olmstead Associates Experience January 2000 - December 2000
Job Independent Financial Services Professional
Industry Financial Services
Experience
Merganser Capital Management August 2005 - October 2009
Mellon Financial January 2001 - July 2005
Olmstead Associates January 2000 - December 2000
First Data Corporation September 1994 - May 1997
The Boston Company June 1988 - September 1994
Education
Assumption College 1984 — 1988
BA, Accounting
Merganser Capital Management August 2005 - October 2009
Mellon Financial January 2001 - July 2005
Olmstead Associates January 2000 - December 2000
First Data Corporation September 1994 - May 1997
The Boston Company June 1988 - September 1994
Education
Assumption College 1984 — 1988
BA, Accounting
Robyn Beugger's Olmstead Associates Experience 1997 - 2007
Job Senior Technical Consultant
Industry Information Technology and Services
Experience
Innovation Arabians, LLC 2009 - Present
Olmstead Associates 1997 - 2007
AmTrust System 1990 - 2007
BankBoston 1995 - 1997
Shawmut Bank 1992 - 1995
Skills
CICS, JCL, COBOL, FTP, Visio, MS Project, Fileaid, VSAM, TSO, NDM, Endevor, Xpediter, Intertest, Word, Excel, Mainframe, Easytrieve, IBM Utilities, ISPF, MVS, OS/390, DB2/SQL, IBM Mainframe, VTAM, DB2, Syncsort, SDSF, PVCS, Production Support, JES2, RACF, Microsoft Word, Endeavor, SDLC, Requirements Gathering, PMO, Testing, Financial Services
Education
Boston University 2003 — 2003
Certification, Oracle & Microsoft Solutions Developer
Innovation Arabians, LLC 2009 - Present
Olmstead Associates 1997 - 2007
AmTrust System 1990 - 2007
BankBoston 1995 - 1997
Shawmut Bank 1992 - 1995
Skills
CICS, JCL, COBOL, FTP, Visio, MS Project, Fileaid, VSAM, TSO, NDM, Endevor, Xpediter, Intertest, Word, Excel, Mainframe, Easytrieve, IBM Utilities, ISPF, MVS, OS/390, DB2/SQL, IBM Mainframe, VTAM, DB2, Syncsort, SDSF, PVCS, Production Support, JES2, RACF, Microsoft Word, Endeavor, SDLC, Requirements Gathering, PMO, Testing, Financial Services
Education
Boston University 2003 — 2003
Certification, Oracle & Microsoft Solutions Developer
Jason Cakouros's Olmstead Associates Experience November 2003 - Present
Job Consultant Business Analyst at Olmstead Associates
Industry Financial Services
Experience
Olmstead Associates November 2003 - Present
HFC Striders 1965 - 2012
SSgA August 2006 - December 2011
Computershare January 2000 - December 2001
Fidelity Investments 1998 - 2000
Skills
Business Analysis, SQA, Problem Solving, Data Analysis, Visio, Vendor Management, Process Improvement, Business Requirements, Corporate Actions, Requirements Analysis, Business Process..., Analysis, Integration, Securities, Business Strategy, Testing, Strategic Planning, Requirements Gathering, Back Office, SDLC, SWIFT payments, Middle Office, SWIFT messaging, Settlement
Education
University of Massachusetts Lowell 1983 — 1988
BS, BA - Marketing
Olmstead Associates November 2003 - Present
HFC Striders 1965 - 2012
SSgA August 2006 - December 2011
Computershare January 2000 - December 2001
Fidelity Investments 1998 - 2000
Skills
Business Analysis, SQA, Problem Solving, Data Analysis, Visio, Vendor Management, Process Improvement, Business Requirements, Corporate Actions, Requirements Analysis, Business Process..., Analysis, Integration, Securities, Business Strategy, Testing, Strategic Planning, Requirements Gathering, Back Office, SDLC, SWIFT payments, Middle Office, SWIFT messaging, Settlement
Education
University of Massachusetts Lowell 1983 — 1988
BS, BA - Marketing
Brian Emond's Olmstead Associates Experience December 2012 - Present
Job
Industry Financial Services
Experience
Olmstead Associates December 2012 - Present
State Street Bank May 2010 - December 2010
State Street Bank January 2003 - May 2010
Skills
Microsoft Excel, Microsoft Word, Horizon, Account Reconciliation, Accounting, Budgets, Invoicing, CRM, Portfolio Management, Marketing, Financial Analysis, Banking, Financial Reporting, Financial Accounting, Accounts Payable, Accounts Receivable, Access, Analysis
Education
University of Massachusetts Dartmouth 1986 — 1991
Bachelor's degree, Accounting
Massasoit Community College 1983 — 1986
Associate's degree, Accounting and Business/Management
Olmstead Associates December 2012 - Present
State Street Bank May 2010 - December 2010
State Street Bank January 2003 - May 2010
Skills
Microsoft Excel, Microsoft Word, Horizon, Account Reconciliation, Accounting, Budgets, Invoicing, CRM, Portfolio Management, Marketing, Financial Analysis, Banking, Financial Reporting, Financial Accounting, Accounts Payable, Accounts Receivable, Access, Analysis
Education
University of Massachusetts Dartmouth 1986 — 1991
Bachelor's degree, Accounting
Massasoit Community College 1983 — 1986
Associate's degree, Accounting and Business/Management
Dana Keene's Olmstead Associates Experience 2005 - 2006
Job Head of the Contract Office at Columbia Management Investment Advisers
Industry Investment Management
Experience
Columbia Threadneedle Investments 2006 - Present
Olmstead Associates 2005 - 2006
Mellon Financial 2000 - 2004
Education
Norwich University
Bachelor of Science (BS), Business Administration and Management, General
Southern New Hampshire University
Master of Business Administration (MBA), Business Administration and Management, General
Columbia Threadneedle Investments 2006 - Present
Olmstead Associates 2005 - 2006
Mellon Financial 2000 - 2004
Education
Norwich University
Bachelor of Science (BS), Business Administration and Management, General
Southern New Hampshire University
Master of Business Administration (MBA), Business Administration and Management, General