Pershing Managed Account Solutions
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Pershing Managed Account Solutions Employees
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)
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
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
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
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
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
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
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
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
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
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
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