Pershing Managed Account Solutions

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Pershing Managed Account Solutions Employees

Employee
Years
Job
Industry
David Stankard David Stankard Greater New York City Area Details
David Stankard's Pershing Managed Account Solutions Experience 2010 - 2012
Job Director, Operational Excellence
Industry Information Services
Experience
Wolters Kluwer  July 2015 - Present
Hertz  2014 - July 2015
Hertz  2012 - 2014
Pershing Managed Account Solutions   2010 - 2012
Dun & Bradstreet  2008 - 2010
Fiserv (Formerly CheckFree Investment Services)   2007 - 2008
Fiserv (Formerly CheckFree Investment Services)   2002 - 2007
Merrill Lynch  1999 - 2001

Skills
Corporate Strategy..., Business Strategy, Business Development, Product Management, Business Analysis, Product Marketing, Strategic Communications, Customer Satisfaction, Financial Analysis, Product Strategy, Data Analysis, Customer Experience, Business Relationship..., Operations, Operations Management, People Management, Project Management, Due Diligence, Financial Services, Process Improvement, Strategy, Strategic Planning, Competitive Analysis, Leadership, Cross-functional Team..., Analysis, Management, New Business Development, Tableau, PowerPoint, Microsoft Excel, MS Excel Pivot Tables

Education
New York University - Leonard N. Stern School of Business   2005 — 2008
Master of Business Administration (M.B.A.), General Management, Strategy, Finance

Boston University - School of Management   1995 — 1999
Bachelor's Degree, Business Administration (Concentration in Finance)

Elizabeth Clay Surles Elizabeth Clay Surles Conshohocken, Pennsylvania Details
Elizabeth Clay Surles's Pershing Managed Account Solutions Experience June 2006 - November 2008
Job Marketing Copywriter at Resource Real Estate
Industry Financial Services
Experience
Resource Real Estate  June 2015 - Present
Pershing LLC  July 2010 - June 2015
Pershing LLC  December 2008 - July 2010
Pershing Managed Account Solutions   June 2006 - November 2008
Glenmede  September 2005 - June 2006
NF Clearing   January 2005 - September 2005
First Clearing , Affiliate of Wells Fargo  March 2000 - July 2004

Skills
Project Management, Social Media, Editing, Marketing Communications

Education
University of Richmond   1996 — 2000

Tiana Fair Tiana Fair Greater Philadelphia Area Details
Tiana Fair's Pershing Managed Account Solutions Experience September 2008 - November 2009
Job Business Solutions Consultant at Voya Financial
Industry Financial Services
Experience
Voya Financial  March 2013 - Present
Janney Montgomery Scott  July 2011 - March 2013
CIBER  February 2010 - July 2011
BlazePortfolio (formerly Fascet Chicago)   December 2009 - February 2010
Pershing Managed Account Solutions   September 2008 - November 2009
Pershing Managed Account Solutions   August 2006 - September 2008
SEI  January 2005 - July 2006
SEI Investments  May 2003 - January 2005
SEI Investments  September 2000 - April 2003
SEI Investments  October 1999 - September 2000

Skills
Series 7, Business Requirements, Wealth Management, Financial Services, Series 63, series 24, series 99, Project Management, Business Analysis, Banking, Asset Management, Portfolio Management, Mutual Funds, Bloomberg, Alternative Investments, Investments, IT Investment Management, Analysis, Business Intelligence, Trading, CRM, Financial Markets, Series 24, Fixed Income, Business Process, Back Office, Strategy, Equities, Financial Risk, SDLC, Securities, Software Documentation

Education
Saint Joseph's University   2001 — 2003
MBA, Finance

Penn State University   1994 — 1998
Bachelor of Science, Finance

Harry Hinkle Jr Harry Hinkle Jr Greater Philadelphia Area Details
Harry Hinkle Jr's Pershing Managed Account Solutions Experience December 2010 - Present
Job Owner at HagglingHarry
Industry Financial Services
Experience
HagglingHarry   July 2011 - Present
Pershing Managed Account Solutions   December 2010 - Present
Pershing Managed Account Solutions   December 2010 - Present
Harry's Personal Training   January 2010 - Present
Harry's General Contracting   October 2009 - Present
Pershing Managed Account Solutions   October 2008 - Present
The Bank of New York  October 2008 - December 2010
Lincoln Investment Planning, Inc  June 2008 - July 2008
AGC Chemicals, Inc   March 2005 - June 2008
AGC Chemicals Americas Inc.  May 2001 - June 2008

Skills
Process Improvement, Quality Assurance, Six Sigma, Operations Management, Product Development, Project Management, Software Documentation, Manufacturing, Strategic Planning, Quality Management, Continuous Improvement, Change Management

Education
Immaculata University   2009 — 2011
Bachelor of Arts (B.A.), Organizational Dynamics

Immaculata University
B.A, Organizational Dynamics

Delaware County Community College   2003 — 2005
Associate of Arts (A.A.), General Studies

Delaware County Community College
A.S, General Studies

Mindy Hsiang Mindy Hsiang Greater Philadelphia Area Details
Mindy Hsiang's Pershing Managed Account Solutions Experience July 2008 - December 2008
Job Advisory Senior Associate at PwC
Industry Accounting
Experience
PwC  January 2015 - Present
PwC  July 2013 - December 2014
PwC  August 2010 - June 2013
PwC  March 2009 - September 2009
Pershing Managed Account Solutions   July 2008 - December 2008
Pershing  June 2007 - August 2007

Skills
Internal Controls, Sarbanes-Oxley Act, Internal Audit, US GAAP, Sarbanes-Oxley, Forensic Accounting, Accounting, Financial Statements, FCPA, Financial Analysis, Risk Assessment, Corporate Fraud..., Project Management

Education
Drexel University   2006 — 2010
Bachelor of Science in Business Administration, Accounting and Finance

Red Bank Catholic

Duevorn Harris Duevorn Harris Greater Philadelphia Area Details
Duevorn Harris's Pershing Managed Account Solutions Experience July 2007 - June 2008
Job Switch Technician II at Cricket Communications
Industry Computer Networking
Experience
Cricket Communications  January 2011 - June 2012
Pershing Managed Account Solutions   July 2007 - June 2008
Pershing Managed Account Solutions   April 2007 - June 2007
Assent LLC  March 2006 - March 2007
Ameriprise Financial  December 2005 - February 2006

Skills
Customer Service, Wireless Networking, Microsoft Office, IP, Management, Telecommunications, Networking, Wireless, Mobile Devices, Call Centers, VoIP, SIP, Vendor Management, Switches

Education
Colgate University   1997 — 2004
Philosophy and Religion

Anthony Bueti Anthony Bueti Greater Philadelphia Area Details
Anthony Bueti's Pershing Managed Account Solutions Experience July 2008 - April 2012
Job Vice President at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase  July 2013 - Present
Pershing  April 2012 - July 2013
Pershing Managed Account Solutions   July 2008 - April 2012
Pershing Managed Account Solutions (formerly PNC Managed Investments)   June 2007 - July 2008
Pershing Managed Account Solutions (formerly PNC Managed Investments)   June 2006 - June 2007
Pershing Managed Account Solutions (formerly PNC Managed Investments)   June 2005 - June 2006

Skills
Managed Accounts, Series 7, Microsoft Office, Leadership, Communication, Problem Solving, Series 24, Trading, Management, Managing Accounts, Financial Services, Mutual Funds, Investments, Securities, Account Reconciliation, Process Improvement, Project Management, Settlement, Fixed Income, Wealth Management, Portfolio Management, Risk Management, Back Office, FINRA, Relationship Management, Investment Advisory, Hedge Funds, Asset Management

Education
La Salle University   2006 — 2009
Masters of Business Administration, Management

Drexel University   1995 — 2000
Bachelor of Science, Business

Thomas Jenne Thomas Jenne Greater Philadelphia Area Details
Thomas Jenne's Pershing Managed Account Solutions Experience July 2010 - May 2014
Job Lincoln Investment
Industry Financial Services
Experience
Lincoln Investment  May 2014 - Present
Pershing Managed Account Solutions   July 2010 - May 2014
PNCGIS  June 2008 - July 2010
PNCGIS  March 2007 - June 2008

Skills
Compliance, Series 24, Series 7, Series 66, Trade Review, Email Survelliance, Risk Management, Mutual Funds, FINRA, Mutual Fund Wrap, Omnibus, UMA, SMA, Investment Advisory, Variable Annuities, Equity Indexed Annuities, Fixed Annuities, IRAs, 403 b, 401k, 457 Plans, 529 Plans, Coverdell, Trading, Back Office, Accounting, Middle Office, Securities, Financial Services, Equities, Investments, Asset Management, Portfolio Management

Education
The George Washington University - School of Business   2000 — 2005
Bachelor's degree, Accounting

Purvil Patel Purvil Patel Greater Philadelphia Area Details
Purvil Patel's Pershing Managed Account Solutions Experience July 2008 - October 2010
Job Project Manager at Aria Systems Inc.
Industry Financial Services
Experience
Aria Systems  January 2015 - August 2015
Sterling Backcheck  September 2014 - January 2015
ION Trading  February 2011 - September 2014
Pershing Managed account solutions   July 2008 - October 2010
Lockwood Capital Management   July 2008 - July 2009
Morgan Stanley  September 2006 - July 2008
SEI Investments  July 2005 - September 2006

Skills
Agile & Waterfall..., Agile Project Management, Software Project..., Project Management, SDLC, Equities, Business Analysis, Risk Management, Financial Analysis, Portfolio Management, Management, Trading, Finance, Financial Markets, Back Office, Fixed Income, Financial Services, Leadership, Trading Systems, Securities, FX Options, Derivatives, Strategy, Treasury, Business Requirements, Options, Mutual Funds, Swaps, Investments, FX trading, Relationship Management, Foreign Exchange, Client Services, User Acceptance Testing, Dodd-Frank, Banking, Series 63, Asset Managment, Series 7, SWIFT payments, Payments, Financial Risk, Middle Office, Equity Derivatives, Market Risk, Asset Allocation, Requirements Analysis, Analysis, Integration, Capital Markets

Education
Temple University - Fox School of Business and Management   2002 — 2005
Bachelor, Business Administration; Finance

Strayer University   2009 — 2012
Master of Business Administration (M.B.A.), Finance, General, 3.75

Eric Umlauf Eric Umlauf Greater Nashville Area Details
Eric Umlauf's Pershing Managed Account Solutions Experience June 2008 - January 2009
Job Documentation Agent at Verus Healthcare
Industry Insurance
Experience
Verus Healthcare  February 2015 - Present
OtterBase / Black Box Network Services   2014 - Present
Protective Life Insurance/ ITAC solutions   April 2013 - June 2014
Green Source Services LLC   April 2010 - October 2013
Pershing Managed Account Solutions   June 2008 - January 2009
Sprint  December 2005 - October 2007
Best Buy  2002 - 2005

Skills
Customer Satisfaction, Sales, Customer Service, Forecasting, Wireless, Telecommunications, Customer Experience, Mobile Devices, Direct Sales, Salesforce.com, Mobile Technology, Sales Operations, Cellular Communications, Retail, Customer Retention, MIcrosoft Office, Social Media, Social Media Marketing, Project Management, Schedules, CPM Scheduling, Microsoft Office, Management, Leadership, Microsoft Excel, Account Management, Training, Networking, Team Building

Education
Penn State University   1997 — 2003
Bachelor of Science (B.S.), Business Administration

David Coye David Coye Greater Philadelphia Area Details
David Coye's Pershing Managed Account Solutions Experience 1995 - Present
Job
Industry Financial Services
Experience
Pershing  Director of Account ManagementLockwood FinancialSeptember 1995 - Present
Pershing Managed Account Solutions   1995 - Present
Smith Barney  March 1987 - September 1995
EF Hutton  October 1987 - December 1988
Shaw Data   October 1980 - June 1986
Shaw Data Services  1980 - 1986
Shaw Data Services, Inc./SunGard   1980 - 1986

Education
Lycoming College   1970 — 1974

Alex J. Rigolizzo Alex J. Rigolizzo Greater Philadelphia Area Details
Alex J. Rigolizzo's Pershing Managed Account Solutions Experience March 2009 - Present
Job Senior Operations Manager at Pershing Managed Account Solutions
Industry Investment Management
Experience
Pershing Managed Account Solutions   March 2009 - Present
ETF Associates, LLC   February 2008 - March 2009
Morgan Stanley Investment Management  July 2006 - February 2008
Toews Corporation  1998 - 2006

Skills
Series 7, Securities, Fixed Income, Alternative Investments, Equities, Series 24, Mutual Funds, Financial Services, Back Office, Series 63, Investment Advisory, Series 65

Education
Villanova University   2000 — 2003
MBA, Business Administration and Management, General

University of California, San Diego   1988 — 1992
Bachelor of Arts (B.A.), Political Science and Government