PFPC Company
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PFPC Employees
Employee
Years
Job
Industry
Alicia S. Barkley Alicia S. Barkley's PFPC Experience May 2000 - May 2003
Job Reporting & Analytics Analyst at Van Eck Global | Market Vectors ETFs
Industry Financial Services
Experience
Van Eck Global Market Vectors ETFs September 2014 - Present
Transamerica June 2008 - July 2014
Merrill Lynch Insurance Group September 2006 - March 2008
PFPC May 2000 - May 2003
Skills
Strategic Financial..., Financial Analysis, Fund Accounting, Financial Reporting, Financial Modeling, Bloomberg, Operations Management, System Administration, SQL, Account Reconciliation, Financial Forecasting, Statutory Accounting, Financial Services, Mutual Funds, Investments, Asset Allocation, Securities, Finance, Asset Management, Fixed Income, Financial Planning
Education
University of Phoenix 2003 — 2005
MBA, Business Administration and Management, General
Atlantic Union College 1995 — 1999
Bachelor of Science (BS), Business Administration and Management, General
Van Eck Global Market Vectors ETFs September 2014 - Present
Transamerica June 2008 - July 2014
Merrill Lynch Insurance Group September 2006 - March 2008
PFPC May 2000 - May 2003
Skills
Strategic Financial..., Financial Analysis, Fund Accounting, Financial Reporting, Financial Modeling, Bloomberg, Operations Management, System Administration, SQL, Account Reconciliation, Financial Forecasting, Statutory Accounting, Financial Services, Mutual Funds, Investments, Asset Allocation, Securities, Finance, Asset Management, Fixed Income, Financial Planning
Education
University of Phoenix 2003 — 2005
MBA, Business Administration and Management, General
Atlantic Union College 1995 — 1999
Bachelor of Science (BS), Business Administration and Management, General
Martin Mauch's PFPC Experience August 1995 - January 2000
Job Tax Manager at Tait Weller & Baker LLP
Industry Accounting
Experience
Tait Weller & Baker LLP January 2009 - Present
Tait,Weller & Baker LLP June 2007 - December 2008
Tait, Weller & Baker LLP September 2004 - May 2007
Rimmer & Company December 2001 - September 2004
MacAlpine Carll & Company January 2000 - September 2001
PFPC August 1995 - January 2000
Skills
GAAP, Tax Accounting, Income Tax, Corporate Tax, Tax, Tax Returns, Tax Preparation, CPA, Accounting, Financial Accounting, Internal Controls, Financial Statements, Financial Reporting, QuickBooks, Financial Analysis, Accountants, Sarbanes-Oxley Act
Education
Drexel University - College of Business and Administration 1993 — 1995
Master of Business Administration (M.B.A.), Accounting
Arizona State University
Bachelor of Science (B.S.), Marketing
Tait Weller & Baker LLP January 2009 - Present
Tait,Weller & Baker LLP June 2007 - December 2008
Tait, Weller & Baker LLP September 2004 - May 2007
Rimmer & Company December 2001 - September 2004
MacAlpine Carll & Company January 2000 - September 2001
PFPC August 1995 - January 2000
Skills
GAAP, Tax Accounting, Income Tax, Corporate Tax, Tax, Tax Returns, Tax Preparation, CPA, Accounting, Financial Accounting, Internal Controls, Financial Statements, Financial Reporting, QuickBooks, Financial Analysis, Accountants, Sarbanes-Oxley Act
Education
Drexel University - College of Business and Administration 1993 — 1995
Master of Business Administration (M.B.A.), Accounting
Arizona State University
Bachelor of Science (B.S.), Marketing
Matthew Thiemann Matthew Thiemann's PFPC Experience January 1996 - June 2000
Job Financial Analyst at a Minneapolis Benefits Consulting Firm
Industry Financial Services
Experience
A Minneapolis Benefits Consulting Firm April 2012 - Present
Sterilmed March 2012 - March 2012
Medtronic February 2009 - December 2011
Clark Consulting September 2006 - October 2008
PrimeVest Financial Services June 2001 - June 2006
PFPC January 1996 - June 2000
Blair Companies 1994 - 1994
Skills
Analysis, Compliance, Process Improvement, Risk Management, Quality Assurance, Financial Analysis, Insurance, Finance, Project Management, Accounting, Business Planning, Competitive Analysis, Due Diligence, Employee Benefits, Strategy
Education
Augsburg College 1988 — 1990
BA,Biology (Chemistry minor), Biology, Chemistry, Marketing
Wartburg College 1985 — 1988
Biology/chemistry
West Lutheran High School 1981 — 1985
A Minneapolis Benefits Consulting Firm April 2012 - Present
Sterilmed March 2012 - March 2012
Medtronic February 2009 - December 2011
Clark Consulting September 2006 - October 2008
PrimeVest Financial Services June 2001 - June 2006
PFPC January 1996 - June 2000
Blair Companies 1994 - 1994
Skills
Analysis, Compliance, Process Improvement, Risk Management, Quality Assurance, Financial Analysis, Insurance, Finance, Project Management, Accounting, Business Planning, Competitive Analysis, Due Diligence, Employee Benefits, Strategy
Education
Augsburg College 1988 — 1990
BA,Biology (Chemistry minor), Biology, Chemistry, Marketing
Wartburg College 1985 — 1988
Biology/chemistry
West Lutheran High School 1981 — 1985
Jodie Martin Jodie Martin's PFPC Experience August 1995 - August 2001
Job Vice President at HomeQuest Mortgage
Industry Financial Services
Experience
HomeQuest Mortgage Project ManagerUnited Chamber of CommerceJanuary 1992 - August 2005
PFPC August 1995 - August 2001
PFPC 1995 - 2001
PNC Bank 1995 - 2001
Education
College of Southern Nevada 1990 — 1991
Business
E.W. Clark High School 1987 — 1990
HomeQuest Mortgage Project ManagerUnited Chamber of CommerceJanuary 1992 - August 2005
PFPC August 1995 - August 2001
PFPC 1995 - 2001
PNC Bank 1995 - 2001
Education
College of Southern Nevada 1990 — 1991
Business
E.W. Clark High School 1987 — 1990
I. Mark Wolchuk I. Mark Wolchuk's PFPC Experience December 1998 - November 2000
Job Quality Assurance Lead at Brinker Capital
Industry Investment Management
Experience
Brinker Capital 2000 - Present
PFPC December 1998 - November 2000
New Horizons Computer Learning Centers March 1998 - December 1998
Skills
Quality Assurance, General Securities..., Futures Trading, Options Strategies, Trading, Bug Tracking, Agile Testing, Black Box Testing, Investment Strategies, Test Strategy, Mutual Funds, Equities, Securities, Series 6, Equity Trading, Software Quality..., Test Cases, Waterfall
Education
Columbia University in the City of New York 1982 — 1985
Master of Fine Arts (MFA), Screenwriting / Directing
Richard Stockton College of New Jersey 1978 — 1982
Bachelor of Arts (BA), Film/Cinema/Video Studies
Brinker Capital 2000 - Present
PFPC December 1998 - November 2000
New Horizons Computer Learning Centers March 1998 - December 1998
Skills
Quality Assurance, General Securities..., Futures Trading, Options Strategies, Trading, Bug Tracking, Agile Testing, Black Box Testing, Investment Strategies, Test Strategy, Mutual Funds, Equities, Securities, Series 6, Equity Trading, Software Quality..., Test Cases, Waterfall
Education
Columbia University in the City of New York 1982 — 1985
Master of Fine Arts (MFA), Screenwriting / Directing
Richard Stockton College of New Jersey 1978 — 1982
Bachelor of Arts (BA), Film/Cinema/Video Studies
Amritha Prasad Amritha Prasad's PFPC Experience June 2007 - August 2007
Job Product Design Lead at Uber, Inc
Industry Design
Experience
Uber, Inc December 2012 - Present
Miso October 2011 - September 2012
Cisco Systems July 2010 - September 2011
Cisco Systems June 2009 - August 2009
Cisco Systems June 2008 - August 2008
PFPC June 2007 - August 2007
Starbucks Coffee Company August 2005 - August 2006
Skills
User Experience, User-centered Design, User Interface Design, Product Design, Product Development, User Research, End User Research, Interaction Design, Human Computer..., Ruby on Rails, Quality Assurance, Web Design, Mobile Design, OmniGraffle, Positive Energy, Adobe Creative Suite, Bollywood
Education
Carnegie Mellon University 2006 — 2010
BS, Information Systems, Human-Computer Interaction
Carnegie Mellon University 2006 — 2010
Bachelor of Science, Information Systems; Human-Computer Interaction
Uber, Inc December 2012 - Present
Miso October 2011 - September 2012
Cisco Systems July 2010 - September 2011
Cisco Systems June 2009 - August 2009
Cisco Systems June 2008 - August 2008
PFPC June 2007 - August 2007
Starbucks Coffee Company August 2005 - August 2006
Skills
User Experience, User-centered Design, User Interface Design, Product Design, Product Development, User Research, End User Research, Interaction Design, Human Computer..., Ruby on Rails, Quality Assurance, Web Design, Mobile Design, OmniGraffle, Positive Energy, Adobe Creative Suite, Bollywood
Education
Carnegie Mellon University 2006 — 2010
BS, Information Systems, Human-Computer Interaction
Carnegie Mellon University 2006 — 2010
Bachelor of Science, Information Systems; Human-Computer Interaction
Taryn Burns Taryn Burns's PFPC Experience July 1999 - August 2005
Job Business Data Analyst
Industry Banking
Experience
Bank of America February 2013 - Present
Bank of America February 2012 - February 2013
Bank of America August 2005 - February 2012
PFPC July 1999 - August 2005
Skills
Requirements Gathering, Business Requirements, User Acceptance Testing, Systems Analysis, PMO, Data Mining, Data Analysis, Incident Management, Data Warehousing, Business Analysis, SDLC, Banking, Requirements Analysis, Business Intelligence, SharePoint, Toad, SQL, Nexus, Netezza, Oracle, Maximo, Quality Center, HP Quality Center
Education
Clark University 2004 — 2005
Certificate:, Enterprise Developer Solutions
Assumption College 1996 — 1999
Bachelors:, Economics w/ Business Concentration
Westfield State University 1995 — 1996
Bank of America February 2013 - Present
Bank of America February 2012 - February 2013
Bank of America August 2005 - February 2012
PFPC July 1999 - August 2005
Skills
Requirements Gathering, Business Requirements, User Acceptance Testing, Systems Analysis, PMO, Data Mining, Data Analysis, Incident Management, Data Warehousing, Business Analysis, SDLC, Banking, Requirements Analysis, Business Intelligence, SharePoint, Toad, SQL, Nexus, Netezza, Oracle, Maximo, Quality Center, HP Quality Center
Education
Clark University 2004 — 2005
Certificate:, Enterprise Developer Solutions
Assumption College 1996 — 1999
Bachelors:, Economics w/ Business Concentration
Westfield State University 1995 — 1996
Jorge Montañez Jr. Jorge Montañez Jr.'s PFPC Experience September 2004 - April 2005
Job Relationship Manager at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman May 2014 - Present
Brown Brothers Harriman January 2008 - May 2014
Citi May 2006 - January 2008
Lockwood Advisors, Inc. May 2005 - May 2006
PFPC September 2004 - April 2005
Bank of America August 2003 - September 2004
Skills
Fluent in Spanish, Banking, Equities, Relationship Management, Fixed Income, Securities, Analysis, Leadership, Training, Mutual Funds, Financial Services, Corporate Actions, Coaching, Back Office, Bonds, Account Reconciliation, Management, Portfolio Management, Finance, Global Custody, Client Services, Middle Office, Business Strategy, Settlement, AML, Risk Management
Education
Bucknell University 1999 — 2003
Bachelor's of Science in Business Administration, BSBA, Business Administration and Management, General
Reading High School 1995 — 1999
High School, Advanced Placement
Brown Brothers Harriman May 2014 - Present
Brown Brothers Harriman January 2008 - May 2014
Citi May 2006 - January 2008
Lockwood Advisors, Inc. May 2005 - May 2006
PFPC September 2004 - April 2005
Bank of America August 2003 - September 2004
Skills
Fluent in Spanish, Banking, Equities, Relationship Management, Fixed Income, Securities, Analysis, Leadership, Training, Mutual Funds, Financial Services, Corporate Actions, Coaching, Back Office, Bonds, Account Reconciliation, Management, Portfolio Management, Finance, Global Custody, Client Services, Middle Office, Business Strategy, Settlement, AML, Risk Management
Education
Bucknell University 1999 — 2003
Bachelor's of Science in Business Administration, BSBA, Business Administration and Management, General
Reading High School 1995 — 1999
High School, Advanced Placement
Judy Pierce's PFPC Experience 1999 - 2003
Job Senior Business Systems Analyst
Industry Information Technology and Services
Experience
University of Massachusetts Amherst October 2014 - Present
ZeroChaos 2013 - 2014
BNY Mellon 2007 - 2013
PNC 2004 - 2007
PFPC 1999 - 2003
Skills
Business Analysis, Business Requirements, Test Planning, Stakeholder Engagement, Requirements Analysis, SDLC, Liaison, Requirements Gathering, Mutual Funds, Project Management, Document Drafting, Financial Services, Output Management, Organization, MFOP, DST, AWD, PMP, Software Documentation, Systems Analysis, Vendor Management
Education
Boston University
Bachelor of Science (B.S.), Mass Communication/Media Studies
University of Massachusetts Amherst October 2014 - Present
ZeroChaos 2013 - 2014
BNY Mellon 2007 - 2013
PNC 2004 - 2007
PFPC 1999 - 2003
Skills
Business Analysis, Business Requirements, Test Planning, Stakeholder Engagement, Requirements Analysis, SDLC, Liaison, Requirements Gathering, Mutual Funds, Project Management, Document Drafting, Financial Services, Output Management, Organization, MFOP, DST, AWD, PMP, Software Documentation, Systems Analysis, Vendor Management
Education
Boston University
Bachelor of Science (B.S.), Mass Communication/Media Studies
Kris Phillips Kris Phillips's PFPC Experience September 2004 - May 2005
Job North Carolina Licensed Attorney
Industry Law Practice
Experience
Development Advisors, LLC October 2014 - February 2015
Development Advisors, LLC September 2012 - October 2014
Charlotte School of Law 2010 - May 2013
Lowe's Home Improvement June 2012 - September 2012
Wright Law Firm of Charlotte May 2011 - September 2011
TIAA-CREF May 2005 - August 2010
PFPC September 2004 - May 2005
Professional Athlete December 2001 - September 2004
Skills
Westlaw, Legal Research, Process Improvement, Market Research, Commercial Real Estate..., Negotiation, PowerPoint, Legal Writing, Rhetorical Analysis, Visual Rhetoric, Microsoft Office, Due Diligence, Rhetoric, Mac OS X, Golf, Lexis
Education
Charlotte School of Law 2010 — 2013
Doctor of Law (J.D.), Law
Clemson University 1997 — 2001
Bachelor of Science (BS), Speech Communication and Rhetoric
Wilmington High School
Development Advisors, LLC October 2014 - February 2015
Development Advisors, LLC September 2012 - October 2014
Charlotte School of Law 2010 - May 2013
Lowe's Home Improvement June 2012 - September 2012
Wright Law Firm of Charlotte May 2011 - September 2011
TIAA-CREF May 2005 - August 2010
PFPC September 2004 - May 2005
Professional Athlete December 2001 - September 2004
Skills
Westlaw, Legal Research, Process Improvement, Market Research, Commercial Real Estate..., Negotiation, PowerPoint, Legal Writing, Rhetorical Analysis, Visual Rhetoric, Microsoft Office, Due Diligence, Rhetoric, Mac OS X, Golf, Lexis
Education
Charlotte School of Law 2010 — 2013
Doctor of Law (J.D.), Law
Clemson University 1997 — 2001
Bachelor of Science (BS), Speech Communication and Rhetoric
Wilmington High School
Joyce Green Joyce Green's PFPC Experience February 2001 - April 2004
Job Fund of Funds Administrator at BNY Mellon
Industry Financial Services
Experience
BNY Mellon January 2008 - Present
DPM Mellon November 2004 - December 2007
PFPC February 2001 - April 2004
Skills
NJ Notary Public, Mutual Funds, Accounting, Fund Of Funds, Financial Services, Fixed Income, Portfolio Management
Education
CUNY Medgar Evers College 1994 — 1996
BS, Accounting
BNY Mellon January 2008 - Present
DPM Mellon November 2004 - December 2007
PFPC February 2001 - April 2004
Skills
NJ Notary Public, Mutual Funds, Accounting, Fund Of Funds, Financial Services, Fixed Income, Portfolio Management
Education
CUNY Medgar Evers College 1994 — 1996
BS, Accounting
Ismay DaCosta Ismay DaCosta's PFPC Experience October 1998 - May 2002
Job Business Manager/Human Resource Associate
Industry Human Resources
Experience
Family Foundations Academy Charter School December 2014 - Present
Family Foundations Academy Charter School December 2014 - August 2015
The City of Wilmington March 2014 - June 2014
Leidos Health October 2012 - February 2014
The Grand Opera House March 2003 - February 2012
Delta Outreach and Education Center, Inc. 2007 - 2012
Foamex October 2002 - March 2003
PFPC October 1998 - May 2002
Skills
Knowledge of Microsoft..., Ceridian & Prime Pay..., Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Titan Software, Tessitura Software, Peachtree Accounting..., Leadership Development, Management, Peachtree, Public Speaking, PowerPoint, Accounts Receivable, Outlook, Customer Service, Interviews, Invoicing, Employee Benefits, Leadership, Coaching, Training, Payroll
Education
Delaware State University
Bachelor’s Degree, Accouting and Business Administration
Family Foundations Academy Charter School December 2014 - Present
Family Foundations Academy Charter School December 2014 - August 2015
The City of Wilmington March 2014 - June 2014
Leidos Health October 2012 - February 2014
The Grand Opera House March 2003 - February 2012
Delta Outreach and Education Center, Inc. 2007 - 2012
Foamex October 2002 - March 2003
PFPC October 1998 - May 2002
Skills
Knowledge of Microsoft..., Ceridian & Prime Pay..., Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Titan Software, Tessitura Software, Peachtree Accounting..., Leadership Development, Management, Peachtree, Public Speaking, PowerPoint, Accounts Receivable, Outlook, Customer Service, Interviews, Invoicing, Employee Benefits, Leadership, Coaching, Training, Payroll
Education
Delaware State University
Bachelor’s Degree, Accouting and Business Administration
Rowena Liles's PFPC Experience January 1987 - October 1998
Job Administrative Aide at New Castle County
Industry Government Administration
Experience
New Castle County November 1988 - Present
PFPC January 1987 - October 1998
Christiana Care Health System October 1988 - November 1988
Skills
Local Government, Community Outreach, File Management, Office Management, Research, Event Planning, Library, PowerPoint, Microsoft Word, Outlook, PeopleSoft, System Administration, Customer Service, Process Scheduler, Microsoft Office, Social Networking, Fundraising, Administration
Education
Delaware Technical and Community College-Stanton-Wilmington 1985 — 1986
Harris Careers Institute 1984 — 1985
Medical Administrative/Executive Assistant and Medical Secretary
New Bedford High School 1980 — 1982
New Castle County November 1988 - Present
PFPC January 1987 - October 1998
Christiana Care Health System October 1988 - November 1988
Skills
Local Government, Community Outreach, File Management, Office Management, Research, Event Planning, Library, PowerPoint, Microsoft Word, Outlook, PeopleSoft, System Administration, Customer Service, Process Scheduler, Microsoft Office, Social Networking, Fundraising, Administration
Education
Delaware Technical and Community College-Stanton-Wilmington 1985 — 1986
Harris Careers Institute 1984 — 1985
Medical Administrative/Executive Assistant and Medical Secretary
New Bedford High School 1980 — 1982
Michele Graner Michele Graner's PFPC Experience January 1992 - December 1999
Job Principal at Interior Architecture & Design, Pllc
Industry Architecture & Planning
Experience
Interior Architecture & Design, Pllc February 2004 - Present
BBH Design March 2003 - February 2004
O'Brien Atkins August 2002 - February 2003
Cathers & Associates March 2000 - June 2002
PFPC January 1992 - December 1999
Skills
Submittals, Space-planning, Interior Design, AutoCAD, Interior Architecture, NCIDQ, Finish Selections, FF&E Specifications, Commercial Design, Hand Drafting, Commercial Interiors, Space Planing, Elevations, Millwork Design, Adobe Creative Suite, Construction..., AutoCAD Architecture, Construction Management, Project Management, Renovation, Space planning, Construction, Architectural Drawings, Building Codes, Comprehensive Planning, Construction Drawings, Floor Plans, Furnishings, Mixed-use, Sketching, Space Planning
Education
Arcadia University 1996 — 1999
BFA, Interior Design
Temple University - Fox School of Business and Management 1987 — 1991
BBA, Accounting & Marketing
Interior Architecture & Design, Pllc February 2004 - Present
BBH Design March 2003 - February 2004
O'Brien Atkins August 2002 - February 2003
Cathers & Associates March 2000 - June 2002
PFPC January 1992 - December 1999
Skills
Submittals, Space-planning, Interior Design, AutoCAD, Interior Architecture, NCIDQ, Finish Selections, FF&E Specifications, Commercial Design, Hand Drafting, Commercial Interiors, Space Planing, Elevations, Millwork Design, Adobe Creative Suite, Construction..., AutoCAD Architecture, Construction Management, Project Management, Renovation, Space planning, Construction, Architectural Drawings, Building Codes, Comprehensive Planning, Construction Drawings, Floor Plans, Furnishings, Mixed-use, Sketching, Space Planning
Education
Arcadia University 1996 — 1999
BFA, Interior Design
Temple University - Fox School of Business and Management 1987 — 1991
BBA, Accounting & Marketing
Jason Mowry Jason Mowry's PFPC Experience 1998 - 2008
Job Software Architect at F&I Administration Solutions, LLC
Industry Information Technology and Services
Experience
F&I Administration Solutions, LLC 2012 - Present
Rovi 2009 - 2012
Tyler Arboretum 2010 - 2011
InvestorForce 2008 - 2009
PFPC 1998 - 2008
AEGON Americas 1991 - 1997
Skills
Software Development, Team Leadership, Software Project..., Business Analysis, .NET, C#, Visual Basic, ASP.NET, Microsoft SQL Server, SQL, JavaScript, CSS, AJAX, HTML, XML, Windows, C++, Web Services, Web Development, Object Oriented Design, Enterprise Architecture, IT Management, Perforce, Web Applications, Databases
Education
Brown University
Bachelor of Science (B.S.), Computer Science
Conestoga High School
F&I Administration Solutions, LLC 2012 - Present
Rovi 2009 - 2012
Tyler Arboretum 2010 - 2011
InvestorForce 2008 - 2009
PFPC 1998 - 2008
AEGON Americas 1991 - 1997
Skills
Software Development, Team Leadership, Software Project..., Business Analysis, .NET, C#, Visual Basic, ASP.NET, Microsoft SQL Server, SQL, JavaScript, CSS, AJAX, HTML, XML, Windows, C++, Web Services, Web Development, Object Oriented Design, Enterprise Architecture, IT Management, Perforce, Web Applications, Databases
Education
Brown University
Bachelor of Science (B.S.), Computer Science
Conestoga High School
Brooke Fleming's PFPC Experience December 2006 - March 2008
Job Client Services Supervisor at James N. Ball & Company
Industry Financial Services
Experience
James N. Ball & Company January 2014 - Present
Ball Financial Services November 2009 - January 2014
PNC Global Investment Servicing March 2008 - November 2009
PFPC December 2006 - March 2008
Skills
Customer Relations, Customer Service, Attention To Detail, Operational Efficiency, Time Management, Mutual Funds, Investments, Accounting, Financial Analysis, Data Analysis, Financial Reporting, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Finance, Account Reconciliation, Management
Education
Assumption College 2012 — 2017
Bachelor of Business Administration (B.B.A.), Accounting
The George Washington University 2000 — 2002
Business Administration & Accounting
Westborough High School 1997 — 2000
James N. Ball & Company January 2014 - Present
Ball Financial Services November 2009 - January 2014
PNC Global Investment Servicing March 2008 - November 2009
PFPC December 2006 - March 2008
Skills
Customer Relations, Customer Service, Attention To Detail, Operational Efficiency, Time Management, Mutual Funds, Investments, Accounting, Financial Analysis, Data Analysis, Financial Reporting, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Finance, Account Reconciliation, Management
Education
Assumption College 2012 — 2017
Bachelor of Business Administration (B.B.A.), Accounting
The George Washington University 2000 — 2002
Business Administration & Accounting
Westborough High School 1997 — 2000
Gretchen Beck's PFPC Experience September 1999 - March 2001
Job Nutritional Cleanse Coach at Isagenix
Industry Health, Wellness and Fitness
Experience
Isagenix January 2014 - Present
PFPC September 1999 - March 2001
Evergreen Investments August 1994 - September 1999
Skills
Fitness, Coaching, Nutrition, Wellness, Personal Training, Leadership Development, Personal Development, Leadership, Team Building, Entrepreneurship, Social Media
Education
Clark University 1990 — 1994
Bachelor of Science (BS), Political Science and Government
Isagenix January 2014 - Present
PFPC September 1999 - March 2001
Evergreen Investments August 1994 - September 1999
Skills
Fitness, Coaching, Nutrition, Wellness, Personal Training, Leadership Development, Personal Development, Leadership, Team Building, Entrepreneurship, Social Media
Education
Clark University 1990 — 1994
Bachelor of Science (BS), Political Science and Government
Mark Drozeck Mark Drozeck's PFPC Experience 1996 - 2002
Job Business Systems Analyst/Mainframe Application Developer
Industry Information Technology and Services
Experience
Sun Life Financial 2014 - Present
DST Systems 2003 - 2012
DST Technologies 2002 - 2003
PFPC 1996 - 2002
Analog Devices 1994 - 1996
Putnam Investments 1992 - 1994
CSC 1987 - 1991
Skills
Project Management, Analysis, Management, Software Project..., Software Development, Software Documentation, SAP, Programming, Systems Analysis, Process Improvement, Business Requirements, ISPF, Vendor Management, New Business Development, Business Analysis
Education
Bryant University 1982 — 1986
Bachelor of Science (B.S.), Dual Major: Computer and Information Sciences, Actuarial Mathematics
Sun Life Financial 2014 - Present
DST Systems 2003 - 2012
DST Technologies 2002 - 2003
PFPC 1996 - 2002
Analog Devices 1994 - 1996
Putnam Investments 1992 - 1994
CSC 1987 - 1991
Skills
Project Management, Analysis, Management, Software Project..., Software Development, Software Documentation, SAP, Programming, Systems Analysis, Process Improvement, Business Requirements, ISPF, Vendor Management, New Business Development, Business Analysis
Education
Bryant University 1982 — 1986
Bachelor of Science (B.S.), Dual Major: Computer and Information Sciences, Actuarial Mathematics
Robin Cahill, MBA, PMP Robin Cahill, MBA, PMP's PFPC Experience 1997 - 2000
Job AVP at State Street
Industry Financial Services
Experience
State Street 2010 - 2014
State Street January 2000 - 2010
PFPC 1997 - 2000
State Street 1991 - 1995
Skills
Requirements Analysis, Vendor Management, Mutual Funds, Financial Services, Securities Lending, Asset Managment, Fixed Income, Securities, Global Custody, Business Analysis, SDLC, Fund Administration, Portfolio Management, Equities, Fund Accounting, Bloomberg, Corporate Actions
Education
Northeastern University 2001 — 2003
Master of Business Administration (MBA), High Tech MBA Program
Boston University 1992 — 1993
Certificate in Mainframe Programming, Computer Science
University of New Hampshire 1982 — 1987
BA, Theater / Communications
State Street 2010 - 2014
State Street January 2000 - 2010
PFPC 1997 - 2000
State Street 1991 - 1995
Skills
Requirements Analysis, Vendor Management, Mutual Funds, Financial Services, Securities Lending, Asset Managment, Fixed Income, Securities, Global Custody, Business Analysis, SDLC, Fund Administration, Portfolio Management, Equities, Fund Accounting, Bloomberg, Corporate Actions
Education
Northeastern University 2001 — 2003
Master of Business Administration (MBA), High Tech MBA Program
Boston University 1992 — 1993
Certificate in Mainframe Programming, Computer Science
University of New Hampshire 1982 — 1987
BA, Theater / Communications
David Suslowicz's PFPC Experience September 1996 - November 2005
Job Project Manager at Ixxus North America
Industry Information Technology and Services
Experience
Ixxus North America February 2013 - Present
First Marblehead 2006 - 2012
PFPC September 1996 - November 2005
Dynamics Research Corporation March 1989 - August 1996
Skills
Agile Methodologies, SDLC, Requirements Analysis, Business Analysis, Project Management, Enterprise Content..., Quality Assurance, Documentum, Coaching, Captiva, Agile Project Management, Scrum, System Administration, Youth Leadership, LDAP, Java, C++, Project Planning, Content Management, Resource Allocation, Website Development, Product Management, Customer Support, Production Support, Workflow, JIRA, Oracle Applications, MS Project, MS VC++, Document Imaging, Active Directory, Alfresco, Kofax, Linux, Software Development, Drupal, RFP, SOW, Software Project..., Microsoft SQL Server, TeamForge, Outlook, Ticketing Software
Education
Bridgewater State College 1984 — 1988
Bachelor of Science (BS), Computer Science
Ixxus North America February 2013 - Present
First Marblehead 2006 - 2012
PFPC September 1996 - November 2005
Dynamics Research Corporation March 1989 - August 1996
Skills
Agile Methodologies, SDLC, Requirements Analysis, Business Analysis, Project Management, Enterprise Content..., Quality Assurance, Documentum, Coaching, Captiva, Agile Project Management, Scrum, System Administration, Youth Leadership, LDAP, Java, C++, Project Planning, Content Management, Resource Allocation, Website Development, Product Management, Customer Support, Production Support, Workflow, JIRA, Oracle Applications, MS Project, MS VC++, Document Imaging, Active Directory, Alfresco, Kofax, Linux, Software Development, Drupal, RFP, SOW, Software Project..., Microsoft SQL Server, TeamForge, Outlook, Ticketing Software
Education
Bridgewater State College 1984 — 1988
Bachelor of Science (BS), Computer Science
Joanne Steuber Joanne Steuber's PFPC Experience March 1998 - July 2009
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
Constance Ciulla Constance Ciulla's PFPC Experience 1996 - 2002
Job Senior Technical Analyst at Staples Tools Engineering
Industry Information Technology and Services
Experience
Staples Inc, US 2006 - Present
Westford Academy 1991 - 2011
PFPC 1996 - 2002
Marshalls, Inc 1986 - 1996
Skills
Tidal Enterprise..., CA7, Middleware Tools, ITIL Certified, IBM Mainframe, Unix Operating Systems, Linux Server, SOX Compliancy, Vulnerability Assessment, JCL, Oracle
Education
D'Amore-McKim School of Business at Northeastern University 1985 — 1987
Staples Inc, US 2006 - Present
Westford Academy 1991 - 2011
PFPC 1996 - 2002
Marshalls, Inc 1986 - 1996
Skills
Tidal Enterprise..., CA7, Middleware Tools, ITIL Certified, IBM Mainframe, Unix Operating Systems, Linux Server, SOX Compliancy, Vulnerability Assessment, JCL, Oracle
Education
D'Amore-McKim School of Business at Northeastern University 1985 — 1987
Sinclair Garner Sinclair Garner's PFPC Experience 2005 - 2007
Job Accounting Professional
Industry Investment Management
Experience
TD Wealth Management September 2011 - Present
SolomonEdwardsGroup 2009 - 2010
Wells Fargo Bank June 2007 - May 2008
PFPC 2005 - 2007
SEI Investments 2004 - 2006
The Bryn Mawr Trust Company 1998 - 2002
CoreStates Bank 1979 - 1997
Skills
Financial Reporting, Finance, Alternative Investments, Settlement, Financial Risk, Internal Controls, System Administration, Mergers, Credit Analysis, Microsoft Excel, Wealth Management, Sarbanes-Oxley Act, Customer Service, Global Custody, Financial Statements, Fund Accounting, Tax, Hedge Funds, Trading, Securities, Lotus Notes, Management, Accounts Payable, Time Management, Mergers & Acquisitions, Funding, Auditing, Budgets, Cash Management, Payroll, Bloomberg, General Ledger, Invoicing, Financial Modeling, Investment Management, Financial Accounting, Corporate Finance, Bonds, Derivatives, Managerial Finance, Internal Audit, Capital Markets, Valuation, Asset Allocation, QuickBooks, Private Equity, Administration, PeopleSoft, High Net Worth..., Fund Of Funds
Education
Rosemont College 1998 — 2000
BS Accounting, Accounting
Arcadia University 1994 — 1996
AS Business Admin, Business Admin
Cannon Finanical Institute 1993 — 1996
Certified Trust Operations Specialist, Trust Operations
Olney High School 1974 — 1976
Cannon Trust School
TD Wealth Management September 2011 - Present
SolomonEdwardsGroup 2009 - 2010
Wells Fargo Bank June 2007 - May 2008
PFPC 2005 - 2007
SEI Investments 2004 - 2006
The Bryn Mawr Trust Company 1998 - 2002
CoreStates Bank 1979 - 1997
Skills
Financial Reporting, Finance, Alternative Investments, Settlement, Financial Risk, Internal Controls, System Administration, Mergers, Credit Analysis, Microsoft Excel, Wealth Management, Sarbanes-Oxley Act, Customer Service, Global Custody, Financial Statements, Fund Accounting, Tax, Hedge Funds, Trading, Securities, Lotus Notes, Management, Accounts Payable, Time Management, Mergers & Acquisitions, Funding, Auditing, Budgets, Cash Management, Payroll, Bloomberg, General Ledger, Invoicing, Financial Modeling, Investment Management, Financial Accounting, Corporate Finance, Bonds, Derivatives, Managerial Finance, Internal Audit, Capital Markets, Valuation, Asset Allocation, QuickBooks, Private Equity, Administration, PeopleSoft, High Net Worth..., Fund Of Funds
Education
Rosemont College 1998 — 2000
BS Accounting, Accounting
Arcadia University 1994 — 1996
AS Business Admin, Business Admin
Cannon Finanical Institute 1993 — 1996
Certified Trust Operations Specialist, Trust Operations
Olney High School 1974 — 1976
Cannon Trust School
Jaganadha R (Sastry) Karra Jaganadha R (Sastry) Karra's PFPC Experience March 2006 - June 2006
Job Software Professional with 20 years of experience in Team leading, Analysis, Programming, Implementation & Training
Industry Information Technology and Services
Experience
Internal Revenue Service January 2008 - Present
Westinghouse May 2007 - December 2007
Verizon Wireless July 2006 - April 2007
PFPC March 2006 - June 2006
Ciber August 2005 - March 2006
Merrill Lynch May 2005 - August 2005
expres August 2001 - April 2005
nextel communications January 2001 - May 2001
M September 1995 - March 1996
D May 1994 - September 1995
Skills
Systems Analysis, COBOL, SDLC, Visio, Unix, Software Development, Oracle, Integration, Testing, Access, Process Improvement, Analysis, Quality Assurance, Requirements Gathering, Database Design, Business Process, Project Management, MS Project, Software Documentation, Troubleshooting, Requirements Analysis
Education
Colorado Technical University 2002 — 2005
Certificate, Project Management
Southeastern University 1998 — 2000
MBA, MIS
Osmania University 1985 — 1987
M.Sc, Applied Math
Jyothi Bala Mandir High School 1968 — 1979
Internal Revenue Service January 2008 - Present
Westinghouse May 2007 - December 2007
Verizon Wireless July 2006 - April 2007
PFPC March 2006 - June 2006
Ciber August 2005 - March 2006
Merrill Lynch May 2005 - August 2005
expres August 2001 - April 2005
nextel communications January 2001 - May 2001
M September 1995 - March 1996
D May 1994 - September 1995
Skills
Systems Analysis, COBOL, SDLC, Visio, Unix, Software Development, Oracle, Integration, Testing, Access, Process Improvement, Analysis, Quality Assurance, Requirements Gathering, Database Design, Business Process, Project Management, MS Project, Software Documentation, Troubleshooting, Requirements Analysis
Education
Colorado Technical University 2002 — 2005
Certificate, Project Management
Southeastern University 1998 — 2000
MBA, MIS
Osmania University 1985 — 1987
M.Sc, Applied Math
Jyothi Bala Mandir High School 1968 — 1979
Tim Calderara's PFPC Experience February 2001 - December 2005
Job Emerging Leader at Accenture
Industry Information Technology and Services
Experience
Accenture May 2015 - August 2015
Accenture July 2012 - May 2015
Accenture August 2009 - July 2012
PNC Global Investment Servicing December 2005 - January 2009
PFPC February 2001 - December 2005
Dreyfus Transfer Inc/ Boston Financial Data Services June 1998 - February 2001
First Data Corporation January 1994 - June 1998
Skills
Business Analysis, Software Documentation, Program Management, Analysis, Requirements Gathering, Cross-functional Team..., Project Management, Management, SDLC, Business Requirements, Business Process, Marketing Strategy, Leadership, Marketing, SQL, Testing, Process Improvement, Event Planning, Event Management, Customer Analysis, SSO, Requirements Analysis, Vendor Management, Adaptive Authentication..., Single Sign-on, Customer Profiling, Advanced Persistent..., User Acceptance Testing, Databases, Financial Services, Diagramming, Business Process..., Visio, Systems Analysis, Consulting, Data Governance
Education
Bryant University 2009 — 2009
Business Analysis Certification Program
Rhode Island College 1983 — 1988
B.A, Mass Communication
Accenture May 2015 - August 2015
Accenture July 2012 - May 2015
Accenture August 2009 - July 2012
PNC Global Investment Servicing December 2005 - January 2009
PFPC February 2001 - December 2005
Dreyfus Transfer Inc/ Boston Financial Data Services June 1998 - February 2001
First Data Corporation January 1994 - June 1998
Skills
Business Analysis, Software Documentation, Program Management, Analysis, Requirements Gathering, Cross-functional Team..., Project Management, Management, SDLC, Business Requirements, Business Process, Marketing Strategy, Leadership, Marketing, SQL, Testing, Process Improvement, Event Planning, Event Management, Customer Analysis, SSO, Requirements Analysis, Vendor Management, Adaptive Authentication..., Single Sign-on, Customer Profiling, Advanced Persistent..., User Acceptance Testing, Databases, Financial Services, Diagramming, Business Process..., Visio, Systems Analysis, Consulting, Data Governance
Education
Bryant University 2009 — 2009
Business Analysis Certification Program
Rhode Island College 1983 — 1988
B.A, Mass Communication
Scott C. Spencer Scott C. Spencer's PFPC Experience January 2004 - August 2004
Job Social Studies Teacher at Winchester High School
Industry Higher Education
Experience
Winchester High School September 2015 - Present
Tufts University September 2013 - Present
Tufts University January 2015 - May 2015
Merrimack College January 2013 - May 2013
University of Virginia September 2004 - May 2011
University of Virginia September 2006 - September 2008
PFPC January 2004 - August 2004
State Street Bank January 2003 - December 2003
State Street Bank February 2002 - October 2002
State Street Bank October 2000 - February 2002
Skills
Research, Higher Education, International Relations, Teaching, Writing, Editing, Qualitative Research, Proposal Writing, Project Management, Creative Thinking, International Business, Digital Humanities, Organizational Analysis, Time Management, Process Improvement, Leadership, Management, Microsoft Office, Public Speaking, University Teaching, Grant Writing
Education
University of Virginia 2006 — 2013
Doctor of Philosophy (Ph.D.), History
University of Virginia 2004 — 2006
Master of Arts (M.A.), History
Boston University 1998 — 2000
Master of Arts (M.A.), International Relations
Boston College 1992 — 1996
Bachelor of Arts (B.A.), History
The University of Glasgow 1994 — 1995
Winchester High School September 2015 - Present
Tufts University September 2013 - Present
Tufts University January 2015 - May 2015
Merrimack College January 2013 - May 2013
University of Virginia September 2004 - May 2011
University of Virginia September 2006 - September 2008
PFPC January 2004 - August 2004
State Street Bank January 2003 - December 2003
State Street Bank February 2002 - October 2002
State Street Bank October 2000 - February 2002
Skills
Research, Higher Education, International Relations, Teaching, Writing, Editing, Qualitative Research, Proposal Writing, Project Management, Creative Thinking, International Business, Digital Humanities, Organizational Analysis, Time Management, Process Improvement, Leadership, Management, Microsoft Office, Public Speaking, University Teaching, Grant Writing
Education
University of Virginia 2006 — 2013
Doctor of Philosophy (Ph.D.), History
University of Virginia 2004 — 2006
Master of Arts (M.A.), History
Boston University 1998 — 2000
Master of Arts (M.A.), International Relations
Boston College 1992 — 1996
Bachelor of Arts (B.A.), History
The University of Glasgow 1994 — 1995
Trish Alburg's PFPC Experience April 2007 - March 2008
Job Accountant seeking opportunities in the Tulsa area
Industry Accounting
Experience
iconectiv 2014 - July 2015
Parker Interior Plantscape 2013 - 2014
Kitchen Expo 2012 - 2013
Mascott Corporation 2012 - 2012
Enpower Corp 2008 - 2012
PFPC April 2007 - March 2008
Brennan, Beer, Gorman Architects October 2005 - November 2006
Skills
Microsoft Dynamics SL, Navision, Menulink software, Aloha, Solomon, Bloomberg, Mas 90, Sema 4, JD Edwards, Microsoft Excel, Microsoft Word, Microsoft Exchange, Account Reconciliation, Accounts Payable, Journal Entries, Accounts Receivable, Bank Reconciliation, Financial Statements, Invoicing, Fixed Assets, Financial Accounting, Fund Accounting, Expenses, Year-end Close, Monthly Close, Financial Analysis, Cash, Monthly Closing, Accpac, Vlookup, General Ledger, Project Accounting, Auditing, Accruals, Accounting, Year End Accounts, Ledger, Balance Sheet, Balance, Balance Sheet Review, Cash Receipts, Internal Audit, Accounting Applications, Consolidation, Monthly Close Process, Petty Cash, Sage, Sarbanes-Oxley, Cash Flow, Accounting System
Education
City University of New York-Herbert H. Lehman College 1997 — 2000
Accounting with Business Practice, Accounting and Business/Management, .30
Long Island University, Brooklyn Campus 1995 — 1997
Bachelor of Arts (BA), Business Administration, Management and Operations
iconectiv 2014 - July 2015
Parker Interior Plantscape 2013 - 2014
Kitchen Expo 2012 - 2013
Mascott Corporation 2012 - 2012
Enpower Corp 2008 - 2012
PFPC April 2007 - March 2008
Brennan, Beer, Gorman Architects October 2005 - November 2006
Skills
Microsoft Dynamics SL, Navision, Menulink software, Aloha, Solomon, Bloomberg, Mas 90, Sema 4, JD Edwards, Microsoft Excel, Microsoft Word, Microsoft Exchange, Account Reconciliation, Accounts Payable, Journal Entries, Accounts Receivable, Bank Reconciliation, Financial Statements, Invoicing, Fixed Assets, Financial Accounting, Fund Accounting, Expenses, Year-end Close, Monthly Close, Financial Analysis, Cash, Monthly Closing, Accpac, Vlookup, General Ledger, Project Accounting, Auditing, Accruals, Accounting, Year End Accounts, Ledger, Balance Sheet, Balance, Balance Sheet Review, Cash Receipts, Internal Audit, Accounting Applications, Consolidation, Monthly Close Process, Petty Cash, Sage, Sarbanes-Oxley, Cash Flow, Accounting System
Education
City University of New York-Herbert H. Lehman College 1997 — 2000
Accounting with Business Practice, Accounting and Business/Management, .30
Long Island University, Brooklyn Campus 1995 — 1997
Bachelor of Arts (BA), Business Administration, Management and Operations
Rachael Burton, CAP-OM Rachael Burton, CAP-OM's PFPC Experience August 2004 - March 2007
Job Executive Assistant to COO at CIGNA Global Health Benefits
Industry Executive Office
Experience
CIGNA January 2012 - Present
BNY Mellon August 2004 - January 2012
PNC Investments (formerly PFPC Inc.) March 2007 - July 2010
PFPC August 2004 - March 2007
First Data Corporation November 2003 - August 2004
Contemporary Staffing Solutions May 2003 - November 2003
Skills
PeopleSoft, Management, Employee Engagement, Lotus Notes, Administration, Event Management, Event Planning, Teamwork, Time Management, Training
Education
Delaware Technical and Community College-Stanton-Wilmington 2005 — 2007
Human Resource Management
Orleans Technical Institute 2003 — 2005
Court Reporting/Closed Captioning
CIGNA January 2012 - Present
BNY Mellon August 2004 - January 2012
PNC Investments (formerly PFPC Inc.) March 2007 - July 2010
PFPC August 2004 - March 2007
First Data Corporation November 2003 - August 2004
Contemporary Staffing Solutions May 2003 - November 2003
Skills
PeopleSoft, Management, Employee Engagement, Lotus Notes, Administration, Event Management, Event Planning, Teamwork, Time Management, Training
Education
Delaware Technical and Community College-Stanton-Wilmington 2005 — 2007
Human Resource Management
Orleans Technical Institute 2003 — 2005
Court Reporting/Closed Captioning
Craig Valois Craig Valois's PFPC Experience August 1995 - February 2000
Job Data Analyst at Veritude / Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2014 - Present
UltraBenefits, Inc - A Fallon Community Health Plan Company September 2012 - October 2014
Fidelity Investments March 2005 - October 2011
Fidelity Investments February 2000 - February 2005
PFPC August 1995 - February 2000
Skills
Business Analysis, Analysis, Data Analysis, Data Conversion, Requirements Gathering, Requirements Analysis, Documentation, Problem Solving, Process Improvement, Access, Excel, Word, Microsoft Office, Mainframe, Account Reconciliation, Accounts Receivable, Accounts Payable, Financial Reporting, Cash Flow Forecasting, Oracle Reports, Microsoft Excel, Software Documentation, Microsoft Word, Team Leadership, User Acceptance Testing, Visio
Education
Nichols College 1991 — 1995
BS/BA, Accounting & Finance
Blackstone Valley Vocational Regional School District 1987 — 1991
Fidelity Investments October 2014 - Present
UltraBenefits, Inc - A Fallon Community Health Plan Company September 2012 - October 2014
Fidelity Investments March 2005 - October 2011
Fidelity Investments February 2000 - February 2005
PFPC August 1995 - February 2000
Skills
Business Analysis, Analysis, Data Analysis, Data Conversion, Requirements Gathering, Requirements Analysis, Documentation, Problem Solving, Process Improvement, Access, Excel, Word, Microsoft Office, Mainframe, Account Reconciliation, Accounts Receivable, Accounts Payable, Financial Reporting, Cash Flow Forecasting, Oracle Reports, Microsoft Excel, Software Documentation, Microsoft Word, Team Leadership, User Acceptance Testing, Visio
Education
Nichols College 1991 — 1995
BS/BA, Accounting & Finance
Blackstone Valley Vocational Regional School District 1987 — 1991
Dave Alicandro's PFPC Experience December 1999 - June 2003
Job Vice President, Technology Relationship Manager, Retirement Technology at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo January 2009 - Present
Wachovia June 2003 - October 2009
PFPC December 1999 - June 2003
First Data, Investor Services Group April 1995 - November 1999
Allmerica Financial June 1980 - March 1995
Skills
Information Technology, Technology Management, Project Management, Risk Assessment, Technology Risk..., Information Security, Information Systems, Information Security..., IT Audit, IT Strategy, Vendor Management, Business Analysis, SDLC, Process Improvement, Requirements Analysis, Enterprise Architecture, Software Project..., Leadership, IT Management, Integration, Management, Business Process..., Requirements Gathering
Education
Babson College 1976 — 1980
BS, Finance/Quantitative Methods and Communications
Wells Fargo January 2009 - Present
Wachovia June 2003 - October 2009
PFPC December 1999 - June 2003
First Data, Investor Services Group April 1995 - November 1999
Allmerica Financial June 1980 - March 1995
Skills
Information Technology, Technology Management, Project Management, Risk Assessment, Technology Risk..., Information Security, Information Systems, Information Security..., IT Audit, IT Strategy, Vendor Management, Business Analysis, SDLC, Process Improvement, Requirements Analysis, Enterprise Architecture, Software Project..., Leadership, IT Management, Integration, Management, Business Process..., Requirements Gathering
Education
Babson College 1976 — 1980
BS, Finance/Quantitative Methods and Communications
Joseph Shea, MBA Joseph Shea, MBA's PFPC Experience 1999 - 2000
Job Accounting Manager at Scientific Games
Industry Accounting
Experience
Scientific Games 2004 - Present
AFC Enterprises 2003 - 2004
Sprague Energy 2001 - 2003
Bionostics 2000 - 2001
PFPC 1999 - 2000
US Wood Products 1989 - 1999
Allied Plywood 1982 - 1989
Skills
Internal Controls, Cost Accounting, Accounting System, Sarbanes-Oxley Act, Financial Reporting, Accounting, General Ledger, FRx, Financial Analysis, Forecasting, Accounts Payable, Budgets, Auditing, Accounts Receivable
Education
Northeastern University - Graduate School of Business Administration 1986 — 1991
MBA, Business Administration and Management, General
Merrimack College 1977 — 1982
BS, Accounting
Scientific Games 2004 - Present
AFC Enterprises 2003 - 2004
Sprague Energy 2001 - 2003
Bionostics 2000 - 2001
PFPC 1999 - 2000
US Wood Products 1989 - 1999
Allied Plywood 1982 - 1989
Skills
Internal Controls, Cost Accounting, Accounting System, Sarbanes-Oxley Act, Financial Reporting, Accounting, General Ledger, FRx, Financial Analysis, Forecasting, Accounts Payable, Budgets, Auditing, Accounts Receivable
Education
Northeastern University - Graduate School of Business Administration 1986 — 1991
MBA, Business Administration and Management, General
Merrimack College 1977 — 1982
BS, Accounting
Erika Parisan, CBCP Erika Parisan, CBCP's PFPC Experience July 2003 - February 2004
Job Business Continuity and Crisis Management Analyst at Sallie Mae
Industry Financial Services
Experience
Sallie Mae January 2015 - Present
Kforce Inc September 2014 - January 2015
Currently Seeking A New Opportunity November 2013 - September 2014
Bank of America October 2013 - November 2013
Bank of America January 2011 - October 2013
Bank of America April 2004 - January 2011
PFPC July 2003 - February 2004
PFPC March 2000 - July 2003
PFPC February 1999 - March 2000
PFPC December 1994 - February 1999
Skills
Operational Risk..., Enterprise Risk..., Disaster Recovery, Operational Risk, Business Impact Analysis, Emergency Management, Business Resilience, Incident Management, Business Continuity..., BCM, Business Continuity, Crisis Management, Pandemic Planning, Information Security, Risk Assessment, Security Audits, Information Security..., Governance, COBIT, Risk Management, CISA, IT Audit, ISO 27001, Risk Analysis, Financial Risk, Vendor Management, Data Center, IT Service Management, Business Process..., IT Operations, Banking, Security, SharePoint, Information Technology, BIA, Outstanding..., Service Delivery, Testing
Education
Goldey Beacom College 2000 — 2003
Bachelor's Degree, Business Administration / MIS, 3.63 out of 4.0
Delaware Technical and Community College-Stanton-Wilmington 1991 — 1994
Associate of Arts and Sciences (AAS), Industrial Engineering Technology
Sallie Mae January 2015 - Present
Kforce Inc September 2014 - January 2015
Currently Seeking A New Opportunity November 2013 - September 2014
Bank of America October 2013 - November 2013
Bank of America January 2011 - October 2013
Bank of America April 2004 - January 2011
PFPC July 2003 - February 2004
PFPC March 2000 - July 2003
PFPC February 1999 - March 2000
PFPC December 1994 - February 1999
Skills
Operational Risk..., Enterprise Risk..., Disaster Recovery, Operational Risk, Business Impact Analysis, Emergency Management, Business Resilience, Incident Management, Business Continuity..., BCM, Business Continuity, Crisis Management, Pandemic Planning, Information Security, Risk Assessment, Security Audits, Information Security..., Governance, COBIT, Risk Management, CISA, IT Audit, ISO 27001, Risk Analysis, Financial Risk, Vendor Management, Data Center, IT Service Management, Business Process..., IT Operations, Banking, Security, SharePoint, Information Technology, BIA, Outstanding..., Service Delivery, Testing
Education
Goldey Beacom College 2000 — 2003
Bachelor's Degree, Business Administration / MIS, 3.63 out of 4.0
Delaware Technical and Community College-Stanton-Wilmington 1991 — 1994
Associate of Arts and Sciences (AAS), Industrial Engineering Technology
Seth Winch Seth Winch's PFPC Experience March 1989 - September 2000
Job Social Media Consulting, Blogger, Trainer
Industry Management Consulting
Experience
Seth Winch Consulting, Inc. September 2014 - Present
Cervizzi's Martial Arts Academy August 2014 - Present
Open Systems Technologies March 2013 - January 2014
Brown Brothers Harriman July 2008 - January 2013
IntePros Consulting 2006 - 2008
Veritude November 2005 - April 2006
BusinessEdge Solutions December 2004 - October 2005
DST Systems September 2000 - January 2004
FIDELITY INVESTMENTS - INSTITUTIONAL TECHNOLOGY COMPANY 2003 - 2004
PFPC March 1989 - September 2000
Skills
Business Analysis, Software Documentation, Consulting, SDLC, Requirements Analysis, Financial Services, Process Improvement, Software Development, Training, Visio, Analysis, Team Building, Team Leadership, Teaching, Team Management, Team Motivation, Requirements Gathering, Business Requirements, Risk Management
Education
Cervizzis Martial Arts Academy 2008 — 2019
Nidan (2nd degree) Black Belt., Self Defense, self empowerment and improvement
Cambridge College 1987 — 1988
MEd, Education
Franklin Pierce College 1978 — 1982
B.S, Business Administration
Kearsarge Reginal HS 1974 — 1978
Business/Managerial Economics
Seth Winch Consulting, Inc. September 2014 - Present
Cervizzi's Martial Arts Academy August 2014 - Present
Open Systems Technologies March 2013 - January 2014
Brown Brothers Harriman July 2008 - January 2013
IntePros Consulting 2006 - 2008
Veritude November 2005 - April 2006
BusinessEdge Solutions December 2004 - October 2005
DST Systems September 2000 - January 2004
FIDELITY INVESTMENTS - INSTITUTIONAL TECHNOLOGY COMPANY 2003 - 2004
PFPC March 1989 - September 2000
Skills
Business Analysis, Software Documentation, Consulting, SDLC, Requirements Analysis, Financial Services, Process Improvement, Software Development, Training, Visio, Analysis, Team Building, Team Leadership, Teaching, Team Management, Team Motivation, Requirements Gathering, Business Requirements, Risk Management
Education
Cervizzis Martial Arts Academy 2008 — 2019
Nidan (2nd degree) Black Belt., Self Defense, self empowerment and improvement
Cambridge College 1987 — 1988
MEd, Education
Franklin Pierce College 1978 — 1982
B.S, Business Administration
Kearsarge Reginal HS 1974 — 1978
Business/Managerial Economics
Roxana Romero Roxana Romero's PFPC Experience February 1999 - July 2010
Job Specialist Developer at BNY Mellon
Industry Computer Software
Experience
BNY Mellon June 2015 - Present
BNY Mellon July 2010 - Present
PFPC February 1999 - July 2010
Bank Boston ( Argentina ) August 1990 - February 1999
Skills
VSAM, Microsoft SQL Server, COBOL, Easytrieve, IBM Utilities, DB2, Fileaid, SDLC, CICS, Endeavor, TSO, Software Development, JCL, IBM Mainframe, SQL, Mainframe, CA7, Xpediter, Roscoe, ISPF, Visio, Requirements Gathering, Business Requirements, Fortran, IDMS, Unix
Education
Universidad Centro de Altos Estudios en Ciencias Exactas 1985 — 1990
Lic. en Sistemas
Universidad Argentina 'John F. Kennedy' 1982 — 1985
BNY Mellon June 2015 - Present
BNY Mellon July 2010 - Present
PFPC February 1999 - July 2010
Bank Boston ( Argentina ) August 1990 - February 1999
Skills
VSAM, Microsoft SQL Server, COBOL, Easytrieve, IBM Utilities, DB2, Fileaid, SDLC, CICS, Endeavor, TSO, Software Development, JCL, IBM Mainframe, SQL, Mainframe, CA7, Xpediter, Roscoe, ISPF, Visio, Requirements Gathering, Business Requirements, Fortran, IDMS, Unix
Education
Universidad Centro de Altos Estudios en Ciencias Exactas 1985 — 1990
Lic. en Sistemas
Universidad Argentina 'John F. Kennedy' 1982 — 1985
Heather Temple Heather Temple's PFPC Experience September 1998 - June 1999
Job Corporate External Communications Specialist Tradeshows and Events Americas Region
Industry Semiconductors
Experience
STMicroelectronics April 2002 - June 2013
Youthstream Media 2000 - 2001
Intel 1998 - 2000
PFPC September 1998 - June 1999
Nashoba Placement 1992 - 1999
FASTech 1994 - 1995
JA Webster 1993 - 1995
Skills
Marketing, Budgets, Trade Shows, Leadership, Project Management, Management, Contract Negotiation, Research, Product Marketing, Advertising, Competitive Analysis, Creative Direction, Marketing Communications, Product Development, Product Management, Program Management, Public Relations, Team Leadership, Semiconductors, IC, Cross-functional Team..., Semiconductor Industry, Electronics, Embedded Systems
Education
Art Institute of Phoenix 2007 — 2010
Advertising, Advertising
Worcester State University 1996 — 1997
Political Science, English, Communications
STMicroelectronics April 2002 - June 2013
Youthstream Media 2000 - 2001
Intel 1998 - 2000
PFPC September 1998 - June 1999
Nashoba Placement 1992 - 1999
FASTech 1994 - 1995
JA Webster 1993 - 1995
Skills
Marketing, Budgets, Trade Shows, Leadership, Project Management, Management, Contract Negotiation, Research, Product Marketing, Advertising, Competitive Analysis, Creative Direction, Marketing Communications, Product Development, Product Management, Program Management, Public Relations, Team Leadership, Semiconductors, IC, Cross-functional Team..., Semiconductor Industry, Electronics, Embedded Systems
Education
Art Institute of Phoenix 2007 — 2010
Advertising, Advertising
Worcester State University 1996 — 1997
Political Science, English, Communications
Spinazola Melissa Spinazola Melissa's PFPC Experience August 2000 - May 2007
Job Exec Admin Assistant at UMass Memorial Medical Center
Industry Hospital & Health Care
Experience
UMass Memorial Medical Center May 2008 - Present
University of Massachusetts Hospital 2007 - Present
UMass Memorial Medical Center (10,000+ employees) 2007 - Present
PFPC August 2000 - May 2007
PFPC, Inc. (n/k/a PNC Global Investment Servicing Inc.) 2001 - 2007
Skills
Microsoft Office, Customer Service, Microsoft Excel, Employee Relations, Healthcare, Administrative..., Meditech, EMR, Event Planning, Program Management, Nonprofits, Leadership, Administrative..., Team Building, Community Outreach
Education
Becker College 2005 — 2007
Certificate in Paralegal
UMass Memorial Medical Center May 2008 - Present
University of Massachusetts Hospital 2007 - Present
UMass Memorial Medical Center (10,000+ employees) 2007 - Present
PFPC August 2000 - May 2007
PFPC, Inc. (n/k/a PNC Global Investment Servicing Inc.) 2001 - 2007
Skills
Microsoft Office, Customer Service, Microsoft Excel, Employee Relations, Healthcare, Administrative..., Meditech, EMR, Event Planning, Program Management, Nonprofits, Leadership, Administrative..., Team Building, Community Outreach
Education
Becker College 2005 — 2007
Certificate in Paralegal
Douglas Boyer Douglas Boyer's PFPC Experience March 1994 - April 1998
Job Director, Investor Reporting
Industry Investment Management
Experience
FD Fund Administration January 2014 - Present
Independence Capital Partners October 2010 - December 2013
Independence Capital Partners July 2006 - October 2010
Lubert Adler March 2001 - July 2006
Lubert Adler April 1998 - March 2001
PFPC March 1994 - April 1998
Skills
Private Equity, Accounting, Account Reconciliation, Financial Analysis, Alternative Investments, Financial Reporting, Real Estate, Financial Modeling, Financial Statements, General Ledger, Asset Management, Investor Relations, Finance, Due Diligence, Hedge Funds, Investments, US GAAP, Valuation, Portfolio Management, Mutual Funds, Fund Of Funds, Venture Capital, Mergers & Acquisitions, Bloomberg, Equities
Education
Albright College 1989 — 1993
1993, Accounting
FD Fund Administration January 2014 - Present
Independence Capital Partners October 2010 - December 2013
Independence Capital Partners July 2006 - October 2010
Lubert Adler March 2001 - July 2006
Lubert Adler April 1998 - March 2001
PFPC March 1994 - April 1998
Skills
Private Equity, Accounting, Account Reconciliation, Financial Analysis, Alternative Investments, Financial Reporting, Real Estate, Financial Modeling, Financial Statements, General Ledger, Asset Management, Investor Relations, Finance, Due Diligence, Hedge Funds, Investments, US GAAP, Valuation, Portfolio Management, Mutual Funds, Fund Of Funds, Venture Capital, Mergers & Acquisitions, Bloomberg, Equities
Education
Albright College 1989 — 1993
1993, Accounting
Jeanna Sargent's PFPC Experience August 2006 - September 2007
Job Regional Sales Specialist at Symetra
Industry Insurance
Experience
Symetra January 2014 - Present
Lincoln Financial Group June 2009 - January 2014
DCU Financial September 2007 - June 2009
PFPC August 2006 - September 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Life & Health Insurance..., Account Management, Salesforce.com, Outlook
Education
Anna Maria College
Symetra January 2014 - Present
Lincoln Financial Group June 2009 - January 2014
DCU Financial September 2007 - June 2009
PFPC August 2006 - September 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Life & Health Insurance..., Account Management, Salesforce.com, Outlook
Education
Anna Maria College
Johanna Gomes Johanna Gomes's PFPC Experience August 2005 - March 2008
Job Nonprofit Organization Management Professional
Industry Nonprofit Organization Management
Experience
Home Base Business October 2012 - Present
Allen School of Health Sciences 2014 - 2015
CoWorx Staffing Services/RI Department of Corrections Business Office April 2012 - October 2012
RI Parent Information Network/RI Department of Corrections 2009 - 2012
PFPC August 2005 - March 2008
Boston Financial Data Services 2001 - 2002
Dreyfus Transfer Inc./Mellon 1993 - 2001
American Expresss/First Data Investor Services Group (TSSG) 1989 - 1993
RI Hospital Trust National Bank 1988 - 1989
Skills
Creative Problem Solving, Public Speaking, Special Projects, Staff Training, Technical Training, Quality Assurance, Stakeholder Liaison, General Administration, General Office Duties, Business Correspondence, Team Building, Budgeting, Customer Relations, Customer Focus, Customer Retention, Documentation, Databases, Data Entry, Excel, Event Planning, Fundraising, Government, Healthcare, Internet, Team Leadership, User Experience, Mutual Funds, Banking, Data Security, Organizational..., receptionist, Non-profits, Transitions, Fibromyalgia, Social Security..., Customized Employment, Community/State Services, Housing, Type 2 Diabetes, Microsoft Word, Program Management, Research, Resume Writing, Outlook, Workshop Facilitation, Leadership, Relationship Management, Process Improvement, Financial Services, Management
Education
Allen School-Brooklyn 2014 — 2015
Associate’s Degree of Applied Science in Medical Billing and Coding, Medicall Billing and Coding
Allen School-Brooklyn
Medical Billing and Coding, 4.0 GPA
The National Council for Community Behavioral HealthCare for Mental Health First Aide 2011 — 2011
Mental Health
Cornell University 2010 — 2010
Social Security Benefit and Work Incentive Planner
Griffin-Hammis Association LLC Center 2010 — 2010
Customized Employment
Hope High School
Opportunities Industrialization Center of RI Inc.
Word Processing Program
The Modern School
Word Processing and Accounting I & II
Home Base Business October 2012 - Present
Allen School of Health Sciences 2014 - 2015
CoWorx Staffing Services/RI Department of Corrections Business Office April 2012 - October 2012
RI Parent Information Network/RI Department of Corrections 2009 - 2012
PFPC August 2005 - March 2008
Boston Financial Data Services 2001 - 2002
Dreyfus Transfer Inc./Mellon 1993 - 2001
American Expresss/First Data Investor Services Group (TSSG) 1989 - 1993
RI Hospital Trust National Bank 1988 - 1989
Skills
Creative Problem Solving, Public Speaking, Special Projects, Staff Training, Technical Training, Quality Assurance, Stakeholder Liaison, General Administration, General Office Duties, Business Correspondence, Team Building, Budgeting, Customer Relations, Customer Focus, Customer Retention, Documentation, Databases, Data Entry, Excel, Event Planning, Fundraising, Government, Healthcare, Internet, Team Leadership, User Experience, Mutual Funds, Banking, Data Security, Organizational..., receptionist, Non-profits, Transitions, Fibromyalgia, Social Security..., Customized Employment, Community/State Services, Housing, Type 2 Diabetes, Microsoft Word, Program Management, Research, Resume Writing, Outlook, Workshop Facilitation, Leadership, Relationship Management, Process Improvement, Financial Services, Management
Education
Allen School-Brooklyn 2014 — 2015
Associate’s Degree of Applied Science in Medical Billing and Coding, Medicall Billing and Coding
Allen School-Brooklyn
Medical Billing and Coding, 4.0 GPA
The National Council for Community Behavioral HealthCare for Mental Health First Aide 2011 — 2011
Mental Health
Cornell University 2010 — 2010
Social Security Benefit and Work Incentive Planner
Griffin-Hammis Association LLC Center 2010 — 2010
Customized Employment
Hope High School
Opportunities Industrialization Center of RI Inc.
Word Processing Program
The Modern School
Word Processing and Accounting I & II
Jim Harvey Jim Harvey's PFPC Experience 2001 - 2004
Job Realtor at Lillian Montalto Signature Properties
Industry Human Resources
Experience
BNY Mellon 2010 - 2014
PNC 2004 - June 2010
PFPC 2001 - 2004
Skills
Talent Management, Employee Engagement, Leadership Development, Performance Management, Onboarding, Succession Planning, Change Management, Employee Training, Training, Organizational..., Human Resources, Organizational..., Consulting, Workforce Planning, Team Building, Training Delivery, Career Development, Performance Improvement, Talent Acquisition, Financial Services, Management Consulting, Needs Analysis, Client service, Problem Solving, Real Estate, Client Services, Real Estate Transactions, Real Estate Marketing, Commercial Real Estate
Education
Auburn University
Master's Degree, Organizational Communications
University of Maine at Presque Isle
Bachelor's Degree, Communication
BNY Mellon 2010 - 2014
PNC 2004 - June 2010
PFPC 2001 - 2004
Skills
Talent Management, Employee Engagement, Leadership Development, Performance Management, Onboarding, Succession Planning, Change Management, Employee Training, Training, Organizational..., Human Resources, Organizational..., Consulting, Workforce Planning, Team Building, Training Delivery, Career Development, Performance Improvement, Talent Acquisition, Financial Services, Management Consulting, Needs Analysis, Client service, Problem Solving, Real Estate, Client Services, Real Estate Transactions, Real Estate Marketing, Commercial Real Estate
Education
Auburn University
Master's Degree, Organizational Communications
University of Maine at Presque Isle
Bachelor's Degree, Communication
Michelle Teixeira Michelle Teixeira's PFPC Experience May 2001 - May 2004
Job Senior Business Analyst at BNY Mellon
Industry Financial Services
Experience
BNY Mellon October 2014 - Present
BNY Mellon September 2012 - October 2014
PNC Global Investment Servicing May 2007 - September 2012
PFPC Global Funds Services May 2004 - May 2007
PFPC May 2001 - May 2004
Putnam Investments May 2000 - April 2001
Skills
Mutual Funds, Tax Reporting, Team Management, Microsoft Office, Banking, Cost Basis Reporting, Procedure Development, Leadership, Accounting, Tax, Financial Services, Management, Time Management, Retirement, Customer Service, Financial Analysis, Team Leadership, Project Management, Business Analysis
Education
Dean College 2004 — 2006
Associate's degree, Accounting
UMass Dartmouth 1994 — 2000
Bachelor of Music, Music Theory and Composition
BNY Mellon October 2014 - Present
BNY Mellon September 2012 - October 2014
PNC Global Investment Servicing May 2007 - September 2012
PFPC Global Funds Services May 2004 - May 2007
PFPC May 2001 - May 2004
Putnam Investments May 2000 - April 2001
Skills
Mutual Funds, Tax Reporting, Team Management, Microsoft Office, Banking, Cost Basis Reporting, Procedure Development, Leadership, Accounting, Tax, Financial Services, Management, Time Management, Retirement, Customer Service, Financial Analysis, Team Leadership, Project Management, Business Analysis
Education
Dean College 2004 — 2006
Associate's degree, Accounting
UMass Dartmouth 1994 — 2000
Bachelor of Music, Music Theory and Composition
Gee Zawolo Gee Zawolo's PFPC Experience June 2008 - September 2008
Job Supervisory Budget Analyst at GSA
Industry Government Administration
Experience
GSA September 2008 - Present
PFPC June 2008 - September 2008
Dale Tax Service 2007 - 2008
Skills
Budgets, Government, Policy, Tax Preparation, Microsoft Office, Forecasting, Internal Controls, Financial Analysis, Analysis, Data Analysis, Program Management, Access, Strategic Planning, Financial Reporting, Microsoft Excel, Accounting, PowerPoint, Project Management, Research, Public Speaking, Leadership, Proposal Writing, Federal Government, Managerial Finance, Cost Accounting, Journal Entries, Financial Statements, Nonprofits, Policy Analysis, Process Improvement, Performance Measurement, Non-profits, Leadership &...
Education
Delaware Valley College 2013 — 2014
Certificate of Accounting
Widener University 2010 — 2012
Master of Public Administration (MPA)
Widener University 2004 — 2008
Bachelor of Science (B.S.), International Business
GSA September 2008 - Present
PFPC June 2008 - September 2008
Dale Tax Service 2007 - 2008
Skills
Budgets, Government, Policy, Tax Preparation, Microsoft Office, Forecasting, Internal Controls, Financial Analysis, Analysis, Data Analysis, Program Management, Access, Strategic Planning, Financial Reporting, Microsoft Excel, Accounting, PowerPoint, Project Management, Research, Public Speaking, Leadership, Proposal Writing, Federal Government, Managerial Finance, Cost Accounting, Journal Entries, Financial Statements, Nonprofits, Policy Analysis, Process Improvement, Performance Measurement, Non-profits, Leadership &...
Education
Delaware Valley College 2013 — 2014
Certificate of Accounting
Widener University 2010 — 2012
Master of Public Administration (MPA)
Widener University 2004 — 2008
Bachelor of Science (B.S.), International Business
Sonya Lambert Sonya Lambert's PFPC Experience July 1997 - May 1999
Job Business Analyst
Industry Hospital & Health Care
Experience
The Childrens Hospital of Philadelphia September 2008 - Present
Motorola January 2007 - September 2008
Hanger Orthopedics Group March 2005 - January 2007
CD Group October 2002 - January 2005
Canada Life May 2002 - October 2002
Johnson Controls May 1999 - March 2002
PFPC July 1997 - May 1999
Skills
Public Speaking, Business Analysis, Analysis, Customer Service, Strategic Planning, Process Improvement, Team Building, Leadership, Coaching, Budgets
Education
Delaware State University 1992 — 1997
Bachelors, Accounting/Business Administration
The Childrens Hospital of Philadelphia September 2008 - Present
Motorola January 2007 - September 2008
Hanger Orthopedics Group March 2005 - January 2007
CD Group October 2002 - January 2005
Canada Life May 2002 - October 2002
Johnson Controls May 1999 - March 2002
PFPC July 1997 - May 1999
Skills
Public Speaking, Business Analysis, Analysis, Customer Service, Strategic Planning, Process Improvement, Team Building, Leadership, Coaching, Budgets
Education
Delaware State University 1992 — 1997
Bachelors, Accounting/Business Administration
Sheryl Dawson Sheryl Dawson's PFPC Experience 1999 - 2002
Job Experienced Sr. Systems Analyst
Industry Information Technology and Services
Experience
Fidelity Investments August 2011 - Present
Fidelity HR Services 2011 - 2012
Fidelity Investments January 2011 - July 2011
Fidelity Investments January 2010 - December 2010
Fidelity Investments 2006 - 2010
Fidelity Investments 2002 - 2006
PFPC 1999 - 2002
First Data Corporation 1997 - 1999
R.G. Shakour, Inc 1996 - 1997
Skills
Access, Software Documentation
Education
Boston University 2001 — 2002
Client Server Development Certificate Program, Client Server Development
Brown University 1989 — 1993
BA, Business Economics
Brown University 1989 — 1993
BA, Organizational Behavior & Management
Fidelity Investments August 2011 - Present
Fidelity HR Services 2011 - 2012
Fidelity Investments January 2011 - July 2011
Fidelity Investments January 2010 - December 2010
Fidelity Investments 2006 - 2010
Fidelity Investments 2002 - 2006
PFPC 1999 - 2002
First Data Corporation 1997 - 1999
R.G. Shakour, Inc 1996 - 1997
Skills
Access, Software Documentation
Education
Boston University 2001 — 2002
Client Server Development Certificate Program, Client Server Development
Brown University 1989 — 1993
BA, Business Economics
Brown University 1989 — 1993
BA, Organizational Behavior & Management
Frank Falcone Frank Falcone's PFPC Experience March 2008 - May 2008
Job Accountant at Kids Closet Connection
Industry Accounting
Experience
Kids Closet Connection November 2013 - Present
Linde Engineering North America Inc. July 2013 - February 2015
Wilbraham, Lawler & Buba August 2011 - June 2013
Temple University August 2010 - September 2012
The Vanguard Group January 2010 - June 2010
The Vanguard Group May 2008 - January 2010
PFPC March 2008 - May 2008
PFPC September 2006 - March 2008
PFPC October 2005 - September 2006
PFPC May 2002 - October 2005
Skills
Account Reconciliation, Accounting, General Ledger, Auditing, Analysis, Accounts Payable, Accounts Receivable, Access, Payroll, Financial Statements, Lotus Notes, Accruals, Bank Reconciliation, Journal Entries, Microsoft Office, Customer Service, Operations Management, Training, Leadership, Spreadsheets, Financial Analysis
Education
Temple University - Fox School of Business and Management 2010 — 2012
MBA, General Business Administration, 3.99
Bloomsburg University of Pennsylvania 1997 — 2000
Bachelor, Accounting
Perk Valley HS 1992 — 1996
HS diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Kids Closet Connection November 2013 - Present
Linde Engineering North America Inc. July 2013 - February 2015
Wilbraham, Lawler & Buba August 2011 - June 2013
Temple University August 2010 - September 2012
The Vanguard Group January 2010 - June 2010
The Vanguard Group May 2008 - January 2010
PFPC March 2008 - May 2008
PFPC September 2006 - March 2008
PFPC October 2005 - September 2006
PFPC May 2002 - October 2005
Skills
Account Reconciliation, Accounting, General Ledger, Auditing, Analysis, Accounts Payable, Accounts Receivable, Access, Payroll, Financial Statements, Lotus Notes, Accruals, Bank Reconciliation, Journal Entries, Microsoft Office, Customer Service, Operations Management, Training, Leadership, Spreadsheets, Financial Analysis
Education
Temple University - Fox School of Business and Management 2010 — 2012
MBA, General Business Administration, 3.99
Bloomsburg University of Pennsylvania 1997 — 2000
Bachelor, Accounting
Perk Valley HS 1992 — 1996
HS diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Jeff Robbins Jeff Robbins's PFPC Experience February 1997 - March 2000
Job Workforce Development at SEI
Industry Human Resources
Experience
SEI Investments April 2011 - Present
LECG April 2007 - May 2010
SolomonEdwardsGroup October 2002 - April 2007
PricewaterhouseCoopers March 2000 - September 2002
PFPC February 1997 - March 2000
State Street Bank June 1993 - February 1997
Skills
Full-cycle Recruiting, Career Counseling, Collaboration Solutions, Public Speaking, Talent Acquisition, Business Strategy, Interviews, Vendor Management, SDLC, Business Development, Management, Recruiting, Talent Management, Customer Retention, Sourcing, Human Resources, Mergers, Leadership, Consulting, Training, Technical Recruiting, Management Consulting, Process Improvement, Hiring, Negotiation, Strategy, Performance Management, Strategic Planning, Onboarding, Employee Relations
Education
Denison University 1989 — 1993
BS, Economics
SEI Investments April 2011 - Present
LECG April 2007 - May 2010
SolomonEdwardsGroup October 2002 - April 2007
PricewaterhouseCoopers March 2000 - September 2002
PFPC February 1997 - March 2000
State Street Bank June 1993 - February 1997
Skills
Full-cycle Recruiting, Career Counseling, Collaboration Solutions, Public Speaking, Talent Acquisition, Business Strategy, Interviews, Vendor Management, SDLC, Business Development, Management, Recruiting, Talent Management, Customer Retention, Sourcing, Human Resources, Mergers, Leadership, Consulting, Training, Technical Recruiting, Management Consulting, Process Improvement, Hiring, Negotiation, Strategy, Performance Management, Strategic Planning, Onboarding, Employee Relations
Education
Denison University 1989 — 1993
BS, Economics
Bob Chetty Bob Chetty's PFPC Experience February 2005 - September 2005
Job Specialist at Carlisle & Gallagher Consulting Group
Industry Financial Services
Experience
Carlisle & Gallagher Consulting Group November 2014 - July 2015
Charlotte Works (formerly ProNet Charlotte) September 2009 - October 2014
Bank of America December 2009 - November 2010
Bank of America October 2005 - February 2009
PFPC February 2005 - September 2005
Bank of America February 2001 - January 2005
Nationwide - Nationwide Advisory Services, Inc. February 1998 - May 2000
BISYS Fund Services November 1991 - February 1998
Waddell & Reed Financial Services January 1991 - November 1991
Skills
Operational Risk..., New Process..., Process Improvement, Process Management, Process Mapping, Process Development, Mutual Funds, Transfer Agency, Separately Managed..., Business Continuity, Disaster Recovery, Disaster Preparedness, Vendor Management, Business Analysis, Information Security..., Information Protection, Business Support, Operations Support, Compliance Oversight, Procedure Development, Procedure Creation, Procedure Manuals, Procedure Design, Procedure Analysis, Procedure Review, Policy Analysis, Policy Writing, Process Simulation, Leadership, Business Process Mapping, Emergency Management, Operational Support, Business Process, Portfolio Management, Management, Analysis, Financial Services
Education
Denison University 1986 — 1990
Bachelor of Arts
University of North Carolina at Charlotte 2013 — 2013
Business Process Management Certificate
Kimball Union Academy - Meriden, NH 1985 — 1986
Milford Area Senior High (MASH) - Milford, NH
Carlisle & Gallagher Consulting Group November 2014 - July 2015
Charlotte Works (formerly ProNet Charlotte) September 2009 - October 2014
Bank of America December 2009 - November 2010
Bank of America October 2005 - February 2009
PFPC February 2005 - September 2005
Bank of America February 2001 - January 2005
Nationwide - Nationwide Advisory Services, Inc. February 1998 - May 2000
BISYS Fund Services November 1991 - February 1998
Waddell & Reed Financial Services January 1991 - November 1991
Skills
Operational Risk..., New Process..., Process Improvement, Process Management, Process Mapping, Process Development, Mutual Funds, Transfer Agency, Separately Managed..., Business Continuity, Disaster Recovery, Disaster Preparedness, Vendor Management, Business Analysis, Information Security..., Information Protection, Business Support, Operations Support, Compliance Oversight, Procedure Development, Procedure Creation, Procedure Manuals, Procedure Design, Procedure Analysis, Procedure Review, Policy Analysis, Policy Writing, Process Simulation, Leadership, Business Process Mapping, Emergency Management, Operational Support, Business Process, Portfolio Management, Management, Analysis, Financial Services
Education
Denison University 1986 — 1990
Bachelor of Arts
University of North Carolina at Charlotte 2013 — 2013
Business Process Management Certificate
Kimball Union Academy - Meriden, NH 1985 — 1986
Milford Area Senior High (MASH) - Milford, NH
Mike Berger, CIPM's PFPC Experience January 2002 - August 2002
Job Sr. Enterprise Risk Analyst at Ohio Public Employees Retirement System
Industry Financial Services
Experience
Ohio Public Employees Retirement System April 2013 - Present
Ohio Public Employees Retirement System July 2011 - April 2013
Ohio Bureau of Workers' Compensation March 2008 - July 2011
Spectrum Global Fund Administration May 2007 - April 2008
Meeder Financial August 2002 - April 2007
PFPC January 2002 - August 2002
Ohio Air National Guard May 1995 - May 2001
BISYS Fund Services 1999 - 2001
Skills
Mutual Funds, Investments, Bloomberg, Fund Accounting, Financial Services, Hedge Funds, Asset Management, Financial Markets, Alternative Investments, Asset Allocation, Portfolio Management, Fixed Income, Investment Strategies
Education
Ohio University-Lancaster 2008 — 2009
Masters, Financial Economics
Bowling Green State University 1995 — 1999
Bachelor of Science, Business Administration / Accounting
Ohio Public Employees Retirement System April 2013 - Present
Ohio Public Employees Retirement System July 2011 - April 2013
Ohio Bureau of Workers' Compensation March 2008 - July 2011
Spectrum Global Fund Administration May 2007 - April 2008
Meeder Financial August 2002 - April 2007
PFPC January 2002 - August 2002
Ohio Air National Guard May 1995 - May 2001
BISYS Fund Services 1999 - 2001
Skills
Mutual Funds, Investments, Bloomberg, Fund Accounting, Financial Services, Hedge Funds, Asset Management, Financial Markets, Alternative Investments, Asset Allocation, Portfolio Management, Fixed Income, Investment Strategies
Education
Ohio University-Lancaster 2008 — 2009
Masters, Financial Economics
Bowling Green State University 1995 — 1999
Bachelor of Science, Business Administration / Accounting
Alison Eldridge's PFPC Experience January 1998 - January 2003
Job Customer Service Manager at Blue Marble Brands
Industry Food & Beverages
Experience
Blue Marble Brands January 2010 - Present
Diamond Diagnostics January 2008 - January 2010
Diamond Diagnostics January 2006 - January 2008
SMTC Manufacturing January 2003 - January 2006
PFPC January 1998 - January 2003
Putnam Investments January 1995 - January 1998
Skills
Marketing Strategy, Consumer Products, Sales, Microsoft Office, Retail, Customer Service, Management, Merchandising, Forecasting, Customer Service..., Inventory, CRM Databases, Customer Relations, Customer Satisfaction, Customer Service..., Foodservice Distribution, Time Management, Pricing, Gross Profit
Education
Community College of Rhode Island
Blue Marble Brands January 2010 - Present
Diamond Diagnostics January 2008 - January 2010
Diamond Diagnostics January 2006 - January 2008
SMTC Manufacturing January 2003 - January 2006
PFPC January 1998 - January 2003
Putnam Investments January 1995 - January 1998
Skills
Marketing Strategy, Consumer Products, Sales, Microsoft Office, Retail, Customer Service, Management, Merchandising, Forecasting, Customer Service..., Inventory, CRM Databases, Customer Relations, Customer Satisfaction, Customer Service..., Foodservice Distribution, Time Management, Pricing, Gross Profit
Education
Community College of Rhode Island
Cargill Jarrett's PFPC Experience March 2006 - June 2010
Job Financial Success, As Well As Most Success In Life, Is Not About Perfection, It's About Direction
Industry Financial Services
Experience
Strategic Financial Solutions NY May 2014 - Present
PFPC March 2006 - June 2010
HSBC January 2005 - June 2006
Skills
Microsoft Excel, Accounting, Microsoft Word, Budgets, Microsoft Office, Financial Analysis, Financial Reporting, Project Management, Customer Service, Research, Investments, Debt Elimination, Debt Settlement, Debt Management, Negotiation, MS Excel Pivot Tables, Supervisory Skills, Program Management, Customer Engagement, Customer Retention, Customer Satisfaction, Customer Insight, Strategising, Ad Hoc Reporting, P&L Analysis, Bonds, Account Reconciliation, General Ledger, NAV, FX Spot, FX Derivatives, Long/Short Equity, Equity Derivatives, Sales, Management, Public Speaking, Financial Accounting, Finance, Process Improvement, Portfolio Management, Call Centers, Risk Management, Credit, Outlook, Leadership, Accounts Receivable, Business Analysis
Education
Delaware State University 2000 — 2005
Business Administration and Management, General
Mount Saint Michael Academy Highschool 1996 — 2000
Strategic Financial Solutions NY May 2014 - Present
PFPC March 2006 - June 2010
HSBC January 2005 - June 2006
Skills
Microsoft Excel, Accounting, Microsoft Word, Budgets, Microsoft Office, Financial Analysis, Financial Reporting, Project Management, Customer Service, Research, Investments, Debt Elimination, Debt Settlement, Debt Management, Negotiation, MS Excel Pivot Tables, Supervisory Skills, Program Management, Customer Engagement, Customer Retention, Customer Satisfaction, Customer Insight, Strategising, Ad Hoc Reporting, P&L Analysis, Bonds, Account Reconciliation, General Ledger, NAV, FX Spot, FX Derivatives, Long/Short Equity, Equity Derivatives, Sales, Management, Public Speaking, Financial Accounting, Finance, Process Improvement, Portfolio Management, Call Centers, Risk Management, Credit, Outlook, Leadership, Accounts Receivable, Business Analysis
Education
Delaware State University 2000 — 2005
Business Administration and Management, General
Mount Saint Michael Academy Highschool 1996 — 2000
Amy-Sue Hasselbaum, MBA Amy-Sue Hasselbaum, MBA's PFPC Experience June 1998 - March 2004
Job Finance Professional / Founder of Hasselbaum Bookkeeping, LLC
Industry Accounting
Experience
Women's Business Network of SE MA June 2013 - Present
Hasselbaum Bookkeeping, LLC August 2009 - August 2015
Ironclad Accounting Solutions, Inc. October 2009 - December 2012
Women's Success Network July 2010 - June 2012
MOM's Club of Medway/Bellingham July 2008 - June 2010
Bay Heritage Appraisal January 2008 - March 2009
Maria Hopkins Associates March 2004 - January 2008
PFPC June 1998 - March 2004
Skills
Bookkeeping, Accounting, Quickbooks, Accounts Receivable, Accounts Payable, Financial Reporting, Reconciliation, Budgeting, General Ledger, QuickBooks, Account Reconciliation, Budgets, Customer Service, Small Business, Finance, Management, Financial Statements
Education
Clark University 1997 — 1998
Master of Business Administration (M.B.A.), Finance
Ithaca College 1995 — 1997
Bachelor’s Degree, Finance
The George Washington University 1993 — 1994
Accounting and Business/Management
Roxbury High School, Roxbury Township, NJ 1989 — 1993
High School
Women's Business Network of SE MA June 2013 - Present
Hasselbaum Bookkeeping, LLC August 2009 - August 2015
Ironclad Accounting Solutions, Inc. October 2009 - December 2012
Women's Success Network July 2010 - June 2012
MOM's Club of Medway/Bellingham July 2008 - June 2010
Bay Heritage Appraisal January 2008 - March 2009
Maria Hopkins Associates March 2004 - January 2008
PFPC June 1998 - March 2004
Skills
Bookkeeping, Accounting, Quickbooks, Accounts Receivable, Accounts Payable, Financial Reporting, Reconciliation, Budgeting, General Ledger, QuickBooks, Account Reconciliation, Budgets, Customer Service, Small Business, Finance, Management, Financial Statements
Education
Clark University 1997 — 1998
Master of Business Administration (M.B.A.), Finance
Ithaca College 1995 — 1997
Bachelor’s Degree, Finance
The George Washington University 1993 — 1994
Accounting and Business/Management
Roxbury High School, Roxbury Township, NJ 1989 — 1993
High School
Chris DiRado's PFPC Experience October 2006 - August 2007
Job Associate Consultant at Forsythe
Industry Information Technology and Services
Experience
Forsythe March 2013 - Present
Champagne Logistics August 2007 - March 2013
PFPC October 2006 - August 2007
Putnam Investments June 2004 - October 2006
Xerox November 2002 - June 2004
Bayer May 2002 - September 2002
LMN-Tree House June 1998 - May 2002
Indian Rock Driving Range June 2001 - September 2001
Skills
Active Directory, Servers, DHCP, Windows 7, Blackberry, VPN, Process Improvement, Microsoft Exchange, VMware, Data Center, Storage, Backup Exec, Logistics, Inventory Management, Disaster Recovery, STS, Symantec Backup, EMC Storage, Netbackup, CommVault, TSM, TSM Administration, Backup, Isilon, JIRA, Confluence, Windows Server, SAN, Enterprise Storage
Education
Dean College 2000 — 2002
Associates, Arts; Theater; Acting
Bay State School of Technology
Symantec Training
Tri-County Regional High School
Carpentry/Cabinet
Forsythe March 2013 - Present
Champagne Logistics August 2007 - March 2013
PFPC October 2006 - August 2007
Putnam Investments June 2004 - October 2006
Xerox November 2002 - June 2004
Bayer May 2002 - September 2002
LMN-Tree House June 1998 - May 2002
Indian Rock Driving Range June 2001 - September 2001
Skills
Active Directory, Servers, DHCP, Windows 7, Blackberry, VPN, Process Improvement, Microsoft Exchange, VMware, Data Center, Storage, Backup Exec, Logistics, Inventory Management, Disaster Recovery, STS, Symantec Backup, EMC Storage, Netbackup, CommVault, TSM, TSM Administration, Backup, Isilon, JIRA, Confluence, Windows Server, SAN, Enterprise Storage
Education
Dean College 2000 — 2002
Associates, Arts; Theater; Acting
Bay State School of Technology
Symantec Training
Tri-County Regional High School
Carpentry/Cabinet
Sandy Malone Sandy Malone's PFPC Experience 2001 - 2001
Job CoOwner at Priscilla Beach Theatre
Industry Information Technology and Services
Experience
Priscilla Beach Theatre February 2013 - Present
Mercer Global Investments February 2006 - Present
LeapFrog Systems 2001 - Present
PFPC 2001 - 2001
Reebok 1988 - 2001
Bradlees Department Stores 1986 - 1988
Commercial Union 1985 - 1986
Education
Framingham State University 1982 — 1985
Cape Cod Community College 1981 — 1982
Plymouth-Carver High School 1977 — 1981
Priscilla Beach Theatre February 2013 - Present
Mercer Global Investments February 2006 - Present
LeapFrog Systems 2001 - Present
PFPC 2001 - 2001
Reebok 1988 - 2001
Bradlees Department Stores 1986 - 1988
Commercial Union 1985 - 1986
Education
Framingham State University 1982 — 1985
Cape Cod Community College 1981 — 1982
Plymouth-Carver High School 1977 — 1981
Tamara L. Arnwine Tamara L. Arnwine's PFPC Experience January 2003 - March 2004
Job Experienced Accountant, CICA Auditor, Process Analyst, Financial Analyst, Contract Officer's Rep (COR)
Industry Accounting
Experience
Federal Government in Washington DC June 2009 - Present
Baltimore County Board of elections 2006 - Present
Maryland State Police November 2008 - June 2009
Maryland State Police September 2007 - November 2008
Maryland State Police April 2006 - September 2007
Maryland State Police October 2004 - April 2006
PFPC January 2003 - March 2004
PFPC October 2001 - January 2003
Skills
Accounting, Financial Analysis, Strategic Analysis, Problem Solving, Statistics, Data Analysis, Internal Controls, Databases, Analysis, Internal Audit, Business Process, Accounts Payable, Budgets, Risk Assessment, Policy, Financial Statements, Account Reconciliation, Finance, Financial Accounting, Auditing, Government, Quality Assurance, Performance Management, Business Process..., General Ledger, GAAP, Financial Audits, Journal Entries, Financial Reporting, Microsoft Office, Access, Training, Leadership, Payroll, Accounts Receivable, Process Improvement, Outlook, US GAAP, Time Management, Microsoft Word, Government Accounting, Strategic Planning, Invoicing, Customer Service, Team Building
Education
Villa Julie College 2005 — 2007
MS, Business and Technology Management
University of Delaware - Lerner College of Business and Economics 2000 — 2001
BS, Business Administration - Management
Cochise College 1997 — 1998
AA, General Studies
Central Arizona College 1979 — 1981
Federal Government in Washington DC June 2009 - Present
Baltimore County Board of elections 2006 - Present
Maryland State Police November 2008 - June 2009
Maryland State Police September 2007 - November 2008
Maryland State Police April 2006 - September 2007
Maryland State Police October 2004 - April 2006
PFPC January 2003 - March 2004
PFPC October 2001 - January 2003
Skills
Accounting, Financial Analysis, Strategic Analysis, Problem Solving, Statistics, Data Analysis, Internal Controls, Databases, Analysis, Internal Audit, Business Process, Accounts Payable, Budgets, Risk Assessment, Policy, Financial Statements, Account Reconciliation, Finance, Financial Accounting, Auditing, Government, Quality Assurance, Performance Management, Business Process..., General Ledger, GAAP, Financial Audits, Journal Entries, Financial Reporting, Microsoft Office, Access, Training, Leadership, Payroll, Accounts Receivable, Process Improvement, Outlook, US GAAP, Time Management, Microsoft Word, Government Accounting, Strategic Planning, Invoicing, Customer Service, Team Building
Education
Villa Julie College 2005 — 2007
MS, Business and Technology Management
University of Delaware - Lerner College of Business and Economics 2000 — 2001
BS, Business Administration - Management
Cochise College 1997 — 1998
AA, General Studies
Central Arizona College 1979 — 1981
Jerry Regal's PFPC Experience January 1990 - March 2005
Job Technical Support Analyst at Granite City Electric Supply Co., Inc
Industry Electrical/Electronic Manufacturing
Experience
Granite City Electric Supply Co., Inc June 2007 - Present
Trend Micro March 2005 - March 2007
PFPC January 1990 - March 2005
BIDMC 1980 - 1989
Skills
Malware Analysis, Security, Spyware, Hardware, Technical Support, Wireshark, Software Documentation, Data Center, TCP/IP, Windows, Training, Networking, Troubleshooting, Computer Security, Process Improvement, Network Administration
Education
Clark University 1995 — 1997
MCSE, Computers and Networking
Granite City Electric Supply Co., Inc June 2007 - Present
Trend Micro March 2005 - March 2007
PFPC January 1990 - March 2005
BIDMC 1980 - 1989
Skills
Malware Analysis, Security, Spyware, Hardware, Technical Support, Wireshark, Software Documentation, Data Center, TCP/IP, Windows, Training, Networking, Troubleshooting, Computer Security, Process Improvement, Network Administration
Education
Clark University 1995 — 1997
MCSE, Computers and Networking
Lara Little's PFPC Experience 1999 - 2001
Job Director of Accounting & Tax Services
Industry Accounting
Experience
Eugene J. Miller, CPA December 2008 - Present
Guardian Elder Care 2004 - 2008
PFPC 1999 - 2001
Skills
Tax Preparation, Quickbooks, Accounting, Bookkeeping, Financial Reporting, Income Tax, Tax, Accounts Payable, Payroll, Accounts Receivable, Cash Flow, Sales Tax, Tax Returns, QuickBooks, Budgets, Fixed Assets, Payroll Taxes, GAAP, CPA, Revenue Recognition, Journal Entries, Tax Accounting, Financial Statements, Accountants, Depreciation, Tax Research, Accruals, US GAAP, Corporate Tax, Peachtree, Year-end Close, General Ledger, Strategic Financial..., SEC filings, Partnership Taxation
Education
Slippery Rock University of Pennsylvania 1995 — 1999
BSBA, Accounting
Punxsutawney Area High School 1991 — 1995
Clarion University of Pennsylvania
Eugene J. Miller, CPA December 2008 - Present
Guardian Elder Care 2004 - 2008
PFPC 1999 - 2001
Skills
Tax Preparation, Quickbooks, Accounting, Bookkeeping, Financial Reporting, Income Tax, Tax, Accounts Payable, Payroll, Accounts Receivable, Cash Flow, Sales Tax, Tax Returns, QuickBooks, Budgets, Fixed Assets, Payroll Taxes, GAAP, CPA, Revenue Recognition, Journal Entries, Tax Accounting, Financial Statements, Accountants, Depreciation, Tax Research, Accruals, US GAAP, Corporate Tax, Peachtree, Year-end Close, General Ledger, Strategic Financial..., SEC filings, Partnership Taxation
Education
Slippery Rock University of Pennsylvania 1995 — 1999
BSBA, Accounting
Punxsutawney Area High School 1991 — 1995
Clarion University of Pennsylvania
Jaime Keeney's PFPC Experience June 2005 - April 2007
Job Director of Marketing, Dun & Bradstreet
Industry Information Services
Experience
Dun & Bradstreet March 2015 - Present
Dun and Bradstreet June 2014 - March 2015
Dun & Bradstreet December 2012 - June 2014
Dun & Bradstreet January 2012 - December 2012
Dun & Bradstreet July 2010 - February 2012
Axeda Corporation April 2007 - May 2010
PFPC June 2005 - April 2007
IKON Office Solutions August 2004 - June 2005
Skills
Marketing Automation -..., Event Management &..., Excel, HTML, InDesign, Microsoft Office, Contract Negotiation, Demand Generation, Customer Retention, Lead Generation, Campaign Strategies, Email Marketing, Salesforce.com, Integrated Marketing, Leadership, Microsoft Excel, Web Analytics, CRM, Account Management
Education
Babson College 1999 — 2003
Dun & Bradstreet March 2015 - Present
Dun and Bradstreet June 2014 - March 2015
Dun & Bradstreet December 2012 - June 2014
Dun & Bradstreet January 2012 - December 2012
Dun & Bradstreet July 2010 - February 2012
Axeda Corporation April 2007 - May 2010
PFPC June 2005 - April 2007
IKON Office Solutions August 2004 - June 2005
Skills
Marketing Automation -..., Event Management &..., Excel, HTML, InDesign, Microsoft Office, Contract Negotiation, Demand Generation, Customer Retention, Lead Generation, Campaign Strategies, Email Marketing, Salesforce.com, Integrated Marketing, Leadership, Microsoft Excel, Web Analytics, CRM, Account Management
Education
Babson College 1999 — 2003
Paul Coletti's PFPC Experience May 2002 - June 2005
Job Senior Director, Fund Administration at John Hancock Financial Services & Deacon at Archdiocese of Boston
Industry Financial Services
Experience
John Hancock Financial Services July 2005 - Present
Archdiocese of Boston September 2013 - Present
PFPC May 2002 - June 2005
John Hancock Funds June 2000 - February 2002
Brown Brothers Harriman September 1999 - May 2000
Colonial Management Associates, Inc. July 1997 - August 1999
Chase Global Funds Services Company February 1992 - July 1997
Putnam Investments January 1987 - January 1992
State Street Bank September 1979 - January 1987
F.W. Woolworth Co. June 1973 - September 1979
Skills
Mutual Funds, Investments, Portfolio Management, Financial Reporting, Securities, Financial Services, Asset Management, Equities, Wealth Management, Financial Analysis, Risk Management, Investment Management, Strategic Financial..., Bloomberg, Insurance, Investment Advisory, Finance, Internal Audit, Valuation, Fixed Income, Financial Modeling, Hedge Funds, Alternative Investments, Asset Allocation, Derivatives, Financial Planning
Education
Archdiocese of Boston 2009 — 2013
Diaconate Formation Program in Sacraments & Theology
Suffolk University 1981 — 1985
Master of Business Administration (M.B.A.)
Babson College 1975 — 1979
Bachelor's Degree, Accounting
St. Sebastian's School 1971 — 1975
College Preparatory and High School Diploma Program
John Hancock Financial Services July 2005 - Present
Archdiocese of Boston September 2013 - Present
PFPC May 2002 - June 2005
John Hancock Funds June 2000 - February 2002
Brown Brothers Harriman September 1999 - May 2000
Colonial Management Associates, Inc. July 1997 - August 1999
Chase Global Funds Services Company February 1992 - July 1997
Putnam Investments January 1987 - January 1992
State Street Bank September 1979 - January 1987
F.W. Woolworth Co. June 1973 - September 1979
Skills
Mutual Funds, Investments, Portfolio Management, Financial Reporting, Securities, Financial Services, Asset Management, Equities, Wealth Management, Financial Analysis, Risk Management, Investment Management, Strategic Financial..., Bloomberg, Insurance, Investment Advisory, Finance, Internal Audit, Valuation, Fixed Income, Financial Modeling, Hedge Funds, Alternative Investments, Asset Allocation, Derivatives, Financial Planning
Education
Archdiocese of Boston 2009 — 2013
Diaconate Formation Program in Sacraments & Theology
Suffolk University 1981 — 1985
Master of Business Administration (M.B.A.)
Babson College 1975 — 1979
Bachelor's Degree, Accounting
St. Sebastian's School 1971 — 1975
College Preparatory and High School Diploma Program
Donna Caulfield Donna Caulfield's PFPC Experience 2011 - 2013
Job Writer/Editor at Freelance
Industry Higher Education
Experience
Freelance April 2015 - Present
BKA Content July 2015 - Present
Penn State University September 2012 - Present
PFPC 2011 - 2013
Chestnut Hill College August 2011 - December 2011
Skills
Composition, Business Writing, ESL, Business English, Microsoft Word, PowerPoint, Higher Education, Leadership, Training, Microsoft Excel, Technical Writing, Proposal Writing, Social Media, Editing, Creative Writing, Research, Public Speaking, Writing
Education
Arcadia University 2003 — 2011
M.A. in Education with Certification in Literacy, Literacy
Lafayette College 1988 — 1992
Bachelor's degree, English/History
Freelance April 2015 - Present
BKA Content July 2015 - Present
Penn State University September 2012 - Present
PFPC 2011 - 2013
Chestnut Hill College August 2011 - December 2011
Skills
Composition, Business Writing, ESL, Business English, Microsoft Word, PowerPoint, Higher Education, Leadership, Training, Microsoft Excel, Technical Writing, Proposal Writing, Social Media, Editing, Creative Writing, Research, Public Speaking, Writing
Education
Arcadia University 2003 — 2011
M.A. in Education with Certification in Literacy, Literacy
Lafayette College 1988 — 1992
Bachelor's degree, English/History
Robin Sollosy Robin Sollosy's PFPC Experience September 2001 - September 2002
Job ITIL Service Management Consultant at GuideIT
Industry Information Technology and Services
Experience
Student Maestro January 2011 - Present
GuideIT April 2014 - November 2014
ING Investment Management (Acquired CitiStreet) August 2008 - December 2010
CitiStreet May 2007 - June 2008
National Lending Corporation 2005 - 2007
The Vantage Group 2004 - 2005
AIU Online 2002 - 2003
PFPC September 2001 - September 2002
Pioneer Investments 1986 - 2001
Skills
ITIL, Data Center, Process Improvement, Change Management, Vendor Management, Infrastructure, Business Analysis, Disaster Recovery, SDLC, IT Management, Visio, Business Continuity, Requirements Analysis, IT Strategy, Risk Management, Program Management, SharePoint, Software Project..., Business Process..., Project Management, IT Operations, Management, IT Service Management, Information Technology, Cloud Computing, Leadership, Quality Assurance, Consulting
Education
American Intercontinental University 2002 — 2003
Bachelor of Information Technology
Student Maestro January 2011 - Present
GuideIT April 2014 - November 2014
ING Investment Management (Acquired CitiStreet) August 2008 - December 2010
CitiStreet May 2007 - June 2008
National Lending Corporation 2005 - 2007
The Vantage Group 2004 - 2005
AIU Online 2002 - 2003
PFPC September 2001 - September 2002
Pioneer Investments 1986 - 2001
Skills
ITIL, Data Center, Process Improvement, Change Management, Vendor Management, Infrastructure, Business Analysis, Disaster Recovery, SDLC, IT Management, Visio, Business Continuity, Requirements Analysis, IT Strategy, Risk Management, Program Management, SharePoint, Software Project..., Business Process..., Project Management, IT Operations, Management, IT Service Management, Information Technology, Cloud Computing, Leadership, Quality Assurance, Consulting
Education
American Intercontinental University 2002 — 2003
Bachelor of Information Technology
Judy Forster Judy Forster's PFPC Experience 1997 - 2002
Job Implementation Manager at Acclaris
Industry Financial Services
Jason Goguen's PFPC Experience February 1998 - May 2002
Job Experienced Financial Service Professional
Industry Banking
Experience
Bank of America November 2014 - April 2015
Wells Fargo October 2013 - November 2014
Bank of America January 2006 - September 2013
Bank of America May 2002 - January 2006
PFPC February 1998 - May 2002
First Data Corporation August 1996 - February 1998
Skills
Finance, Management, Auditing, Account Reconciliation, Accounting, Sarbanes-Oxley Act, Training, Team Management, Treasury Management, Mutual Funds, Trading, Payments, Banking, Settlement, Funding, Financial Risk, Cash Management, Financial Services
Education
Assumption College 1992 — 1996
Bachelor of Arts (BA), Accounting
Bank of America November 2014 - April 2015
Wells Fargo October 2013 - November 2014
Bank of America January 2006 - September 2013
Bank of America May 2002 - January 2006
PFPC February 1998 - May 2002
First Data Corporation August 1996 - February 1998
Skills
Finance, Management, Auditing, Account Reconciliation, Accounting, Sarbanes-Oxley Act, Training, Team Management, Treasury Management, Mutual Funds, Trading, Payments, Banking, Settlement, Funding, Financial Risk, Cash Management, Financial Services
Education
Assumption College 1992 — 1996
Bachelor of Arts (BA), Accounting
Kristine Lopez Kristine Lopez's PFPC Experience 2004 - 2006
Job Executive Assistant
Industry Financial Services
Experience
Xerox July 2015 - Present
Stamford Hospital August 2013 - July 2015
Saint Francis Hospital July 2011 - August 2013
Aberdeen Asset Management March 2006 - July 2011
PFPC 2004 - 2006
Skills
PowerPoint, Outlook, InDesign, MS Office, Microsoft Excel, Microsoft Word, Social Media, Internal Communications, Public Relations, Microsoft Office, Corporate Communications, Event Planning, Event Management, Marketing, Research, Visio, Customer Service, Management, Sales, Public Speaking
Education
Central Connecticut State University 1989 — 1993
BA, Tehcnical Theater minor in Business
Danbury High School 1987 — 1989
High school diploma, General Studies
Xerox July 2015 - Present
Stamford Hospital August 2013 - July 2015
Saint Francis Hospital July 2011 - August 2013
Aberdeen Asset Management March 2006 - July 2011
PFPC 2004 - 2006
Skills
PowerPoint, Outlook, InDesign, MS Office, Microsoft Excel, Microsoft Word, Social Media, Internal Communications, Public Relations, Microsoft Office, Corporate Communications, Event Planning, Event Management, Marketing, Research, Visio, Customer Service, Management, Sales, Public Speaking
Education
Central Connecticut State University 1989 — 1993
BA, Tehcnical Theater minor in Business
Danbury High School 1987 — 1989
High school diploma, General Studies
James Revels, CPA, MST James Revels, CPA, MST's PFPC Experience 1992 - 1996
Job Tax Partner at Citrin Cooperman, Head of the Trust & Estate Practice
Industry Accounting
Experience
Citrin Cooperman and Company, LLP November 2009 - Present
Carrow, Doyle & Associates, LLP October 2003 - November 2009
KPMG February 1996 - October 2003
PFPC 1992 - 1996
PFPC 1992 - 1996
PFPC 1992 - 1996
Skills
Income Tax, Tax, High Net Worth..., Accounting, Auditing, Corporate Tax, Finance, Tax Accounting, Partnership Taxation, Tax Research, Internal Controls, Estate Planning, Forensic Accounting, US GAAP, GAAP, CPA, Business Valuation, US Tax, Tax Returns, Tax Preparation, Tax Law, Tax Advisory, Sales Tax, SEC filings, International Tax, Financial Reporting, Corporate Finance, Trust Services, Trusts
Education
Villanova University 2000 — 2001
MST, Taxation
Delaware State University 1988 — 1992
BS, Accounting, Marketing, Business
Citrin Cooperman and Company, LLP November 2009 - Present
Carrow, Doyle & Associates, LLP October 2003 - November 2009
KPMG February 1996 - October 2003
PFPC 1992 - 1996
PFPC 1992 - 1996
PFPC 1992 - 1996
Skills
Income Tax, Tax, High Net Worth..., Accounting, Auditing, Corporate Tax, Finance, Tax Accounting, Partnership Taxation, Tax Research, Internal Controls, Estate Planning, Forensic Accounting, US GAAP, GAAP, CPA, Business Valuation, US Tax, Tax Returns, Tax Preparation, Tax Law, Tax Advisory, Sales Tax, SEC filings, International Tax, Financial Reporting, Corporate Finance, Trust Services, Trusts
Education
Villanova University 2000 — 2001
MST, Taxation
Delaware State University 1988 — 1992
BS, Accounting, Marketing, Business
Arun Balan Arun Balan's PFPC Experience June 2005 - March 2007
Job Senior Software Engineer at Thomson Reuters
Industry Information Technology and Services
Experience
Thomson Reuters October 2012 - Present
Tradeweb July 2010 - August 2012
Ernst & Young June 2008 - July 2010
Bank of New York Mellon January 2008 - June 2008
i-Deal LLC March 2007 - January 2008
PFPC June 2005 - March 2007
Enteg August 2002 - December 2002
Skills
Microsoft SQL Server, Web Services, ASP.NET, .NET, XML, C#, SDLC, Oracle, JavaScript, SOA, SQL, PL/SQL
Education
Binghamton University 2003 — 2005
MS, Computer Science
Mahatma Gandhi University 1998 — 2002
BTech, Computer Science
Thomson Reuters October 2012 - Present
Tradeweb July 2010 - August 2012
Ernst & Young June 2008 - July 2010
Bank of New York Mellon January 2008 - June 2008
i-Deal LLC March 2007 - January 2008
PFPC June 2005 - March 2007
Enteg August 2002 - December 2002
Skills
Microsoft SQL Server, Web Services, ASP.NET, .NET, XML, C#, SDLC, Oracle, JavaScript, SOA, SQL, PL/SQL
Education
Binghamton University 2003 — 2005
MS, Computer Science
Mahatma Gandhi University 1998 — 2002
BTech, Computer Science
Danio Mastropieri Danio Mastropieri's PFPC Experience July 2004 - July 2007
Job Corporate Counsel, Interactive Data Corporation
Industry Legal Services
Experience
Interactive Data Corporation November 2014 - Present
State Street August 2013 - November 2014
Citi (Citi Fund Services Regulatory Administration) July 2007 - July 2013
PFPC July 2004 - July 2007
Special Counsel April 2004 - April 2004
Scannell and Crowley May 2000 - February 2003
CITY OF NEWTON ASSESSORS DEPARTMENT May 1995 - May 2000
Skills
Corporate Law, Securities, Mutual Funds, Analysis, Training, SEC filings, Research, Hedge Funds, Financial Services, Corporate Governance, Securities Regulation, Due Diligence, Alternative Investments, Investments, Fund Administration, Insurance
Education
Suffolk University Law School 1998 — 2001
JD
Boston College 1990 — 1994
BA, Political Science
Interactive Data Corporation November 2014 - Present
State Street August 2013 - November 2014
Citi (Citi Fund Services Regulatory Administration) July 2007 - July 2013
PFPC July 2004 - July 2007
Special Counsel April 2004 - April 2004
Scannell and Crowley May 2000 - February 2003
CITY OF NEWTON ASSESSORS DEPARTMENT May 1995 - May 2000
Skills
Corporate Law, Securities, Mutual Funds, Analysis, Training, SEC filings, Research, Hedge Funds, Financial Services, Corporate Governance, Securities Regulation, Due Diligence, Alternative Investments, Investments, Fund Administration, Insurance
Education
Suffolk University Law School 1998 — 2001
JD
Boston College 1990 — 1994
BA, Political Science
Chuck Greenhalge's PFPC Experience August 2004 - February 2007
Job at BCBSRI
Industry Insurance
Experience
BCBSRI June 2011 - Present
Blue Cross & Blue Shield of Rhode Island February 2011 - May 2011
Dunkin' Brands Inc. January 2008 - February 2011
The Casey Group January 2007 - August 2007
PFPC August 2004 - February 2007
American Student Assistance February 2004 - August 2004
OneBeacon Insurance January 2000 - February 2004
Skills
Program Management, Software Project..., Business Analysis, SDLC, PMP, Vendor Management, PMO, Project Portfolio..., Project Management, Visio, Project Planning, Project Delivery, Process Improvement, Management, Business Process, Business Intelligence, Software Development, Leadership, Quality Assurance, Team Management, MS Project, Enterprise Software, IT Strategy, Business Process...
Education
Project Management Institute 2004 — 2004
PMP certification
Boston University Questrom School of Business
Masters Certification in Project Management (PMMC)
Roger Williams University
BS
BCBSRI June 2011 - Present
Blue Cross & Blue Shield of Rhode Island February 2011 - May 2011
Dunkin' Brands Inc. January 2008 - February 2011
The Casey Group January 2007 - August 2007
PFPC August 2004 - February 2007
American Student Assistance February 2004 - August 2004
OneBeacon Insurance January 2000 - February 2004
Skills
Program Management, Software Project..., Business Analysis, SDLC, PMP, Vendor Management, PMO, Project Portfolio..., Project Management, Visio, Project Planning, Project Delivery, Process Improvement, Management, Business Process, Business Intelligence, Software Development, Leadership, Quality Assurance, Team Management, MS Project, Enterprise Software, IT Strategy, Business Process...
Education
Project Management Institute 2004 — 2004
PMP certification
Boston University Questrom School of Business
Masters Certification in Project Management (PMMC)
Roger Williams University
BS
James H's PFPC Experience July 2006 - November 2007
Job Director Group :Level PMO and Implementations at SunGard Capital Markets
Industry Information Technology and Services
Experience
SunGard Capital Markets April 2014 - Present
Sungard Brokerage and Clearance November 2007 - April 2014
PFPC July 2006 - November 2007
Investors Bank and Trust August 2004 - July 2006
Bank of America April 2002 - August 2004
Thomson Financial May 2001 - April 2002
DST International May 2000 - May 2001
Sungard March 1995 - May 2000
State Street April 1988 - March 1995
Skills
PMP, PMP-RMP, Prince2, Member of the Scrum..., CSM-Certified Scrum..., Software Development..., SDLC, PMO, Project Portfolio..., Business Strategy, Scrum, Software Project..., IT Management, Business Analysis, Agile Project Management, Project Management, Requirements Analysis, PMI-PMP, PMI-ACP, IT Strategy, Management, PRINCE2, Requirements Gathering, Project Planning
Education
Framingham State College 1998 — 2004
MBA, MBA
Suffolk University 1981 — 1986
Economics, BS
Capella University
PhD, Project Management
SunGard Capital Markets April 2014 - Present
Sungard Brokerage and Clearance November 2007 - April 2014
PFPC July 2006 - November 2007
Investors Bank and Trust August 2004 - July 2006
Bank of America April 2002 - August 2004
Thomson Financial May 2001 - April 2002
DST International May 2000 - May 2001
Sungard March 1995 - May 2000
State Street April 1988 - March 1995
Skills
PMP, PMP-RMP, Prince2, Member of the Scrum..., CSM-Certified Scrum..., Software Development..., SDLC, PMO, Project Portfolio..., Business Strategy, Scrum, Software Project..., IT Management, Business Analysis, Agile Project Management, Project Management, Requirements Analysis, PMI-PMP, PMI-ACP, IT Strategy, Management, PRINCE2, Requirements Gathering, Project Planning
Education
Framingham State College 1998 — 2004
MBA, MBA
Suffolk University 1981 — 1986
Economics, BS
Capella University
PhD, Project Management
Klaas Vander Baaren's PFPC Experience 2001 - 2003
Job Project management, Pensions Software
Industry Information Technology and Services
Experience
Viviente Software July 2012 - Present
Integro November 2011 - July 2012
KVB Associates June 2009 - November 2011
Schwab Retirement Technologies May 2003 - May 2009
PFPC 2001 - 2003
First Data Corporation 1998 - 2000
Watson Wyatt 1994 - 1998
OH&H 1990 - 1994
Osler, Hoskin & Harcourt LLP 1990 - 1994
OH&H 1990 - 1994
Skills
Software Project..., Account Management, Technology Sales, Sales, Project Management, CRM, Management, SDLC, Analysis, Strategy, Vendor Management, Mergers & Acquisitions, Salesforce.com, Business Strategy, Consulting, Contract Negotiation, SaaS
Education
Acadia University
BSc, Computer Science, Math
Concordia University
Took MBA courses specializing in Organizational Behavior, Group Dynamics, Finance.
Viviente Software July 2012 - Present
Integro November 2011 - July 2012
KVB Associates June 2009 - November 2011
Schwab Retirement Technologies May 2003 - May 2009
PFPC 2001 - 2003
First Data Corporation 1998 - 2000
Watson Wyatt 1994 - 1998
OH&H 1990 - 1994
Osler, Hoskin & Harcourt LLP 1990 - 1994
OH&H 1990 - 1994
Skills
Software Project..., Account Management, Technology Sales, Sales, Project Management, CRM, Management, SDLC, Analysis, Strategy, Vendor Management, Mergers & Acquisitions, Salesforce.com, Business Strategy, Consulting, Contract Negotiation, SaaS
Education
Acadia University
BSc, Computer Science, Math
Concordia University
Took MBA courses specializing in Organizational Behavior, Group Dynamics, Finance.
Marilyn Fellenbaum's PFPC Experience September 2003 - April 2007
Job
Industry Mental Health Care
Experience
UHS February 2013 - Present
Advocates, Inc. May 2011 - January 2012
South Bay Mental Health Center May 2010 - April 2011
Walden Behavioral Care July 2009 - June 2010
Justice Resource Institute August 2007 - July 2009
Justice Resource Institute April 2007 - August 2008
PFPC September 2003 - April 2007
Education
University of Massachusetts Boston 2005 — 2008
MS, Mental Health Counseling
Boston University 1990 — 1994
BA, Sociology
UHS February 2013 - Present
Advocates, Inc. May 2011 - January 2012
South Bay Mental Health Center May 2010 - April 2011
Walden Behavioral Care July 2009 - June 2010
Justice Resource Institute August 2007 - July 2009
Justice Resource Institute April 2007 - August 2008
PFPC September 2003 - April 2007
Education
University of Massachusetts Boston 2005 — 2008
MS, Mental Health Counseling
Boston University 1990 — 1994
BA, Sociology
Roy-chowdhury Madhumita's PFPC Experience August 2002 - April 2005
Job Development Manager
Industry Insurance
Experience
Wells Fargo May 2010 - Present
Arbella April 2005 - April 2010
PFPC August 2002 - April 2005
Skills
Pega PRPC
Education
Boston University 2001 — 2002
Web Development
Bangalore University 1989 — 1994
B.Arch, Architecture
Wells Fargo May 2010 - Present
Arbella April 2005 - April 2010
PFPC August 2002 - April 2005
Skills
Pega PRPC
Education
Boston University 2001 — 2002
Web Development
Bangalore University 1989 — 1994
B.Arch, Architecture
Jayanth Thilagar's PFPC Experience March 2006 - March 2007
Job QA Consultant Manager @ Citibank
Industry Computer Software
Experience
Citibank April 2007 - Present
PFPC March 2006 - March 2007
DTCC May 2005 - February 2006
Polaris Software Lab August 2003 - April 2005
UniLang Systems Pvt Ltd May 1999 - August 2003
Skills
Quality Assurance, Test Automation, Quality Center, SDLC, QTP, Requirements Analysis, Test Management, Software Project..., Test Planning, Software Quality..., Testing, Manual Testing, Performance Testing, Regression Testing, User Acceptance Testing, SoapUI, SOA Testing, Identity Management, Digital Certificates, HP Performance Center, FATCA
Education
Bharathiar University 1995 — 1999
BE
Citibank April 2007 - Present
PFPC March 2006 - March 2007
DTCC May 2005 - February 2006
Polaris Software Lab August 2003 - April 2005
UniLang Systems Pvt Ltd May 1999 - August 2003
Skills
Quality Assurance, Test Automation, Quality Center, SDLC, QTP, Requirements Analysis, Test Management, Software Project..., Test Planning, Software Quality..., Testing, Manual Testing, Performance Testing, Regression Testing, User Acceptance Testing, SoapUI, SOA Testing, Identity Management, Digital Certificates, HP Performance Center, FATCA
Education
Bharathiar University 1995 — 1999
BE
Anna Perlin's PFPC Experience 1995 - 2005
Job Sr. Business System Analyst at UMASS Medical School
Industry Information Technology and Services
Experience
UMass Medical School November 2005 - Present
PFPC 1995 - 2005
PFPC 1995 - 2005
Skills
Business Analysis, Analysis, SDLC, Data Analysis, Visio, Databases, SharePoint, Requirements Gathering, Requirements Analysis, Team Building, SQL, Process Improvement, Software Documentation, Healthcare Information..., Software Project..., Microsoft SQL Server, Data Warehousing, Access, Systems Analysis, Crystal Reports, Quality Assurance
Education
Clark University 2003 — 2004
ORACLE DBA Certificate Program
Moscow State Technological Academy (MGTA) 1988 — 1992
Bachelor of Science (BS), Business Administration and Computer Science
UMass Medical School November 2005 - Present
PFPC 1995 - 2005
PFPC 1995 - 2005
Skills
Business Analysis, Analysis, SDLC, Data Analysis, Visio, Databases, SharePoint, Requirements Gathering, Requirements Analysis, Team Building, SQL, Process Improvement, Software Documentation, Healthcare Information..., Software Project..., Microsoft SQL Server, Data Warehousing, Access, Systems Analysis, Crystal Reports, Quality Assurance
Education
Clark University 2003 — 2004
ORACLE DBA Certificate Program
Moscow State Technological Academy (MGTA) 1988 — 1992
Bachelor of Science (BS), Business Administration and Computer Science
Ailsa McMenemy's PFPC Experience 1998 - 2000
Job Executive Assistant at National Grid
Industry Accounting
Experience
National Grid November 2008 - Present
National Grid November 2004 - November 2008
Boston Scientific 1999 - 2002
PFPC 1998 - 2000
First Data Corporation 1996 - 1998
First Data Corporation 1996 - 1998
Skills
Administrative..., Microsoft Office, Microsoft Excel, Teamwork, Outlook, PowerPoint, Time Management, Microsoft Word, Executive..., Administrative Support, Organizational..., Dependable Team Player, Excel, Word, Budgeting, Volunteering, Non-profit Volunteer, Non-profit Leadership, Therapeutic Recreation
Education
Metropolitan State College of Denver 1991 — 1992
Accounting
State University of New York at New Paltz 1987 — 1987
Russian Culture
Denison University 1982 — 1986
Bachelor of Arts (BA), Soviet Studies
National Grid November 2008 - Present
National Grid November 2004 - November 2008
Boston Scientific 1999 - 2002
PFPC 1998 - 2000
First Data Corporation 1996 - 1998
First Data Corporation 1996 - 1998
Skills
Administrative..., Microsoft Office, Microsoft Excel, Teamwork, Outlook, PowerPoint, Time Management, Microsoft Word, Executive..., Administrative Support, Organizational..., Dependable Team Player, Excel, Word, Budgeting, Volunteering, Non-profit Volunteer, Non-profit Leadership, Therapeutic Recreation
Education
Metropolitan State College of Denver 1991 — 1992
Accounting
State University of New York at New Paltz 1987 — 1987
Russian Culture
Denison University 1982 — 1986
Bachelor of Arts (BA), Soviet Studies
Maureen Eskinazi's PFPC Experience 1997 - 2003
Job Senior Manager, PMA at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments 2003 - Present
PFPC 1997 - 2003
Blue Cross Blue Shield of Massachusetts 1993 - 1996
Skills
Mutual Funds, Project Management, Project Development, Technical Writing, Financial Services, Financial Analysis, Vendor Management, Business Analysis, Risk Management, Customer Service, Process Improvement, Management, Leadership, Analysis, SDLC
Education
Boston University
Bachelor of Science Public Communications; Spanish minor, Magna Cum Laude
Pioneer Investments 2003 - Present
PFPC 1997 - 2003
Blue Cross Blue Shield of Massachusetts 1993 - 1996
Skills
Mutual Funds, Project Management, Project Development, Technical Writing, Financial Services, Financial Analysis, Vendor Management, Business Analysis, Risk Management, Customer Service, Process Improvement, Management, Leadership, Analysis, SDLC
Education
Boston University
Bachelor of Science Public Communications; Spanish minor, Magna Cum Laude
Karen Palmer's PFPC Experience 2001 - 2003
Job Applications Developer and Teaching Assistant at Boston University
Industry Information Technology and Services
Experience
Boston University - Metropolitan College January 2015 - Present
BJ's Wholesale Club April 2012 - Present
BJ's Wholesale Club April 2009 - April 2012
BJ's Wholesale Club June 2004 - April 2009
Ciber 2003 - 2004
PFPC 2001 - 2003
FleetBoston Financial, Inc. 1996 - 2000
Dun & Bradstreet Software 1992 - 1996
Magee-Womens Hospital 1991 - 1992
Lechmere 1990 - 1991
Skills
COBOL, SDLC, Visio, Requirements Analysis, Software Development, Business Analysis, Integration, Business Intelligence, Software Project..., Security, CICS, Microsoft Office, VSAM, JCL, Change Management, ITIL, Software Documentation, IMS DB/DC, SQL, IBM Mainframe, Leadership, SAP ERP, Technical Documentation, Technical Presentations, Vendor Management, Mainframe, Requirements Gathering, DB2, IBM 370 Assembler...
Education
Boston University 2014 — 2018
Master's Degree, Computer Science
Boston University 2012 — 2014
Bachelor's Degree, Computer Science, 3.9
Massachusetts Bay Community College 2010 — 2012
Associates of Science, Business Administration, 4.0
Somerset High School 1978 — 1982
High School Diploma, 3.9
Boston University - Metropolitan College January 2015 - Present
BJ's Wholesale Club April 2012 - Present
BJ's Wholesale Club April 2009 - April 2012
BJ's Wholesale Club June 2004 - April 2009
Ciber 2003 - 2004
PFPC 2001 - 2003
FleetBoston Financial, Inc. 1996 - 2000
Dun & Bradstreet Software 1992 - 1996
Magee-Womens Hospital 1991 - 1992
Lechmere 1990 - 1991
Skills
COBOL, SDLC, Visio, Requirements Analysis, Software Development, Business Analysis, Integration, Business Intelligence, Software Project..., Security, CICS, Microsoft Office, VSAM, JCL, Change Management, ITIL, Software Documentation, IMS DB/DC, SQL, IBM Mainframe, Leadership, SAP ERP, Technical Documentation, Technical Presentations, Vendor Management, Mainframe, Requirements Gathering, DB2, IBM 370 Assembler...
Education
Boston University 2014 — 2018
Master's Degree, Computer Science
Boston University 2012 — 2014
Bachelor's Degree, Computer Science, 3.9
Massachusetts Bay Community College 2010 — 2012
Associates of Science, Business Administration, 4.0
Somerset High School 1978 — 1982
High School Diploma, 3.9
Michele Scavuzzo's PFPC Experience 1993 - 1995
Job Performance and Analytics Director at Morgan Stanely Investment Management
Industry Investment Management
Experience
Morgan Stanley Investment Management January 2015 - Present
State Street November 2009 - January 2015
Morgan Stanley Investment Management August 2008 - July 2010
Morgan Stanley Investment Management November 1999 - August 2008
Philadelphia Insurance Companies 1995 - 1999
PFPC 1993 - 1995
Skills
Fixed Income, Mutual Funds, Asset Allocation, Institutional..., Financial Accounting, Portfolio Management, Fund Administration, Funding, Hedge Funds, Investments, Middle Office
Education
Saint Joseph's University 1994 — 1997
MBA, Finance
Albright College 1989 — 1993
BS, Accounting
Morgan Stanley Investment Management January 2015 - Present
State Street November 2009 - January 2015
Morgan Stanley Investment Management August 2008 - July 2010
Morgan Stanley Investment Management November 1999 - August 2008
Philadelphia Insurance Companies 1995 - 1999
PFPC 1993 - 1995
Skills
Fixed Income, Mutual Funds, Asset Allocation, Institutional..., Financial Accounting, Portfolio Management, Fund Administration, Funding, Hedge Funds, Investments, Middle Office
Education
Saint Joseph's University 1994 — 1997
MBA, Finance
Albright College 1989 — 1993
BS, Accounting
Shiamin Melville's PFPC Experience 2000 - 2001
Job Business Analyst at Workscape
Industry Human Resources
Experience
Workscape Business AnalystWorkscape, an ADP Company2006 - Present
ADP-Workscape 2006 - Present
Sun Life Financial 2004 - 2006
Sunlife Financial 2004 - 2006
Wachovia 2001 - 2004
PFPC 2000 - 2001
First Data Corporation 1997 - 2000
BOSTON FEDERAL SAVINGS BANK 1988 - 1997
Education
University of Mumbai 1974 — 1976
M. Sc.
University of Mumbai 1969 — 1974
B.Sc
Bentley University
Boston University Questrom School of Business
Workscape Business AnalystWorkscape, an ADP Company2006 - Present
ADP-Workscape 2006 - Present
Sun Life Financial 2004 - 2006
Sunlife Financial 2004 - 2006
Wachovia 2001 - 2004
PFPC 2000 - 2001
First Data Corporation 1997 - 2000
BOSTON FEDERAL SAVINGS BANK 1988 - 1997
Education
University of Mumbai 1974 — 1976
M. Sc.
University of Mumbai 1969 — 1974
B.Sc
Bentley University
Boston University Questrom School of Business
Bill Monahan's PFPC Experience August 1999 - August 2006
Job Director at MoneyGram International
Industry Accounting
Experience
MoneyGram International January 2010 - Present
H.B Fuller 2013 - 2013
HB Fuller 2013 - 2013
Tornier 2012 - 2013
Ceridian Corporation November 2008 - September 2010
Robert Half Managment Resources June 2007 - June 2008
GMAC-ResCap 2004 - 2007
GMAC-RFC 2004 - 2007
PFPC August 1999 - August 2006
First Data Corp July 1994 - July 1999
Skills
Project Management, Change Management, Risk Management, Operations Management, Leadership, Process Improvement, Forecasting, Mergers & Acquisitions, Banking, Analysis, Managerial Finance, Customer Service
Education
Westfield State College 1977 — 1981
Bachelor of Science (BS), Accounting and Finance
Boston College
computer science
Northeastern University
MoneyGram International January 2010 - Present
H.B Fuller 2013 - 2013
HB Fuller 2013 - 2013
Tornier 2012 - 2013
Ceridian Corporation November 2008 - September 2010
Robert Half Managment Resources June 2007 - June 2008
GMAC-ResCap 2004 - 2007
GMAC-RFC 2004 - 2007
PFPC August 1999 - August 2006
First Data Corp July 1994 - July 1999
Skills
Project Management, Change Management, Risk Management, Operations Management, Leadership, Process Improvement, Forecasting, Mergers & Acquisitions, Banking, Analysis, Managerial Finance, Customer Service
Education
Westfield State College 1977 — 1981
Bachelor of Science (BS), Accounting and Finance
Boston College
computer science
Northeastern University
Christopher Lineman's PFPC Experience 2004 - 2005
Job Compliance and Risk Management Professional
Industry Banking
Experience
Citi November 2014 - Present
Citi May 2013 - November 2014
Homeschool Teacher July 2007 - May 2013
RBS Citizens, NA April 2007 - February 2010
Investors Bank & Trust 2005 - 2007
PFPC 2004 - 2005
Countrywide 2003 - 2005
First Tennessee Bank 1995 - 1997
Skills
Compliance, Financial Analysis, Risk Management, Risk, Derivatives, Accounting, Excel, MBS, Reconciliation, AML, Basel II, Banking, Access, Operational Risk..., Asset Management, Enterprise Risk..., Analysis, Credit Risk, Corporate Finance, Finance, Credit Analysis, Bloomberg, Loans, Investments, Sarbanes-Oxley Act, Business Analysis, Treasury Management, Treasury, Process Improvement, ALM, Financial Services, Financial Markets, Securities, Forecasting, Investment Banking, Budgets, Internal Audit, Internal Controls, Risk Analysis, Options, Mutual Funds, Credit, Economics, Relationship Management, Structured Products, Structured Finance, Cash Management, Hedging, Equities, Retail Banking
Education
Manchester Business School
Certificate, Compliance and Risk Management
Citi November 2014 - Present
Citi May 2013 - November 2014
Homeschool Teacher July 2007 - May 2013
RBS Citizens, NA April 2007 - February 2010
Investors Bank & Trust 2005 - 2007
PFPC 2004 - 2005
Countrywide 2003 - 2005
First Tennessee Bank 1995 - 1997
Skills
Compliance, Financial Analysis, Risk Management, Risk, Derivatives, Accounting, Excel, MBS, Reconciliation, AML, Basel II, Banking, Access, Operational Risk..., Asset Management, Enterprise Risk..., Analysis, Credit Risk, Corporate Finance, Finance, Credit Analysis, Bloomberg, Loans, Investments, Sarbanes-Oxley Act, Business Analysis, Treasury Management, Treasury, Process Improvement, ALM, Financial Services, Financial Markets, Securities, Forecasting, Investment Banking, Budgets, Internal Audit, Internal Controls, Risk Analysis, Options, Mutual Funds, Credit, Economics, Relationship Management, Structured Products, Structured Finance, Cash Management, Hedging, Equities, Retail Banking
Education
Manchester Business School
Certificate, Compliance and Risk Management
Wray Ledford's PFPC Experience June 2003 - April 2005
Job Sr. IT Operations Analyst (SCM) at Belk
Industry Information Technology and Services
Experience
Belk Lead Consultant; Technology Applications EngineeringBank Of AmericaMay 2013 - April 2014
Bank of America October 2005 - May 2013
Bank of America April 2005 - October 2005
PFPC June 2003 - April 2005
Harris Teeter July 1995 - June 2003
Skills
Agile Methodologies, Release Management, Source Control..., SQL, WebSphere Message Broker, WebSphere Application..., Perforce, ClearCase, Ant, Maven, COBOL, VBA, Splunk, Linux, Unix
Education
Appalachian State University 1999 — 2001
Bachelor's Degree, Business Administration and Management, General
North Carolina State University 1996 — 1998
Computer Engineering
Belk Lead Consultant; Technology Applications EngineeringBank Of AmericaMay 2013 - April 2014
Bank of America October 2005 - May 2013
Bank of America April 2005 - October 2005
PFPC June 2003 - April 2005
Harris Teeter July 1995 - June 2003
Skills
Agile Methodologies, Release Management, Source Control..., SQL, WebSphere Message Broker, WebSphere Application..., Perforce, ClearCase, Ant, Maven, COBOL, VBA, Splunk, Linux, Unix
Education
Appalachian State University 1999 — 2001
Bachelor's Degree, Business Administration and Management, General
North Carolina State University 1996 — 1998
Computer Engineering
Lester Duman's PFPC Experience 1978 - 2004
Job Information Technology and Services Professional
Industry Information Technology and Services
Brian Cournoyer's PFPC Experience 2001 - 2005
Job Software Developer at Brittany Dyeing & Printing Corp
Industry Computer Software
Experience
Brittany Dyeing & Printing Corp September 2015 - Present
Natixis Global Asset Management July 2015 - September 2015
Citizens Bank December 2014 - May 2015
Boston Scientific December 2011 - December 2014
Putnam Investments May 2006 - May 2011
PFPC 2001 - 2005
pfpc 2001 - 2002
Twin River Casino 1994 - 1996
Skills
Visual Basic, SQL, Visual SourceSafe, HTML, JavaScript, PHP, CSS, Microsoft Access, Microsoft Excel, Business Objects, Mootools, Object Oriented Design, MYSQL, Databases, VBA, VBScript, Software Development, Web Applications, Access, Automation, MySQL, SDLC, Agile Methodologies
Education
University of Rhode Island 2007 — 2012
Computer Science
Community College of Rhode Island 1996 — 1999
Rhode Island College 1995 — 1996
Woonsocket High School 1992 — 1995
Diploma
Brittany Dyeing & Printing Corp September 2015 - Present
Natixis Global Asset Management July 2015 - September 2015
Citizens Bank December 2014 - May 2015
Boston Scientific December 2011 - December 2014
Putnam Investments May 2006 - May 2011
PFPC 2001 - 2005
pfpc 2001 - 2002
Twin River Casino 1994 - 1996
Skills
Visual Basic, SQL, Visual SourceSafe, HTML, JavaScript, PHP, CSS, Microsoft Access, Microsoft Excel, Business Objects, Mootools, Object Oriented Design, MYSQL, Databases, VBA, VBScript, Software Development, Web Applications, Access, Automation, MySQL, SDLC, Agile Methodologies
Education
University of Rhode Island 2007 — 2012
Computer Science
Community College of Rhode Island 1996 — 1999
Rhode Island College 1995 — 1996
Woonsocket High School 1992 — 1995
Diploma
Donna Zienowicz's PFPC Experience ESS BSA V/SW TesterPFPC Global Fund Services2008 - Present
Job Lead QA/Tester at PFPC
Industry Information Technology and Services
Experience
PFPC ESS BSA V/SW TesterPFPC Global Fund Services2008 - Present
Education
Assumption College 2001 — 2001
PFPC ESS BSA V/SW TesterPFPC Global Fund Services2008 - Present
Education
Assumption College 2001 — 2001
Adam Koser, CFA's PFPC Experience June 2000 - July 2001
Job Investment Analyst at Federated Clover Investment Advisors
Industry Investment Management
Experience
Federated Clover Investment Advisors December 2010 - Present
Stifel Nicolaus August 2007 - July 2010
PNC Financial Services Group July 2006 - August 2007
Deutsche Bank August 2001 - January 2004
PFPC June 2000 - July 2001
Skills
Alternative Investments, Asset Allocation, Asset Management, Bloomberg, Equities, Equity Research, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, Investment Management, Investment Strategies, Investments, Portfolio Management, Valuation
Education
Penn State University 2004 — 2006
MBA
Bloomsburg University of Pennsylvania 1996 — 2000
BSBA
Federated Clover Investment Advisors December 2010 - Present
Stifel Nicolaus August 2007 - July 2010
PNC Financial Services Group July 2006 - August 2007
Deutsche Bank August 2001 - January 2004
PFPC June 2000 - July 2001
Skills
Alternative Investments, Asset Allocation, Asset Management, Bloomberg, Equities, Equity Research, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, Investment Management, Investment Strategies, Investments, Portfolio Management, Valuation
Education
Penn State University 2004 — 2006
MBA
Bloomsburg University of Pennsylvania 1996 — 2000
BSBA
Edvin Kumi's PFPC Experience May 2005 - October 2006
Job 2nd VP, Investment Operations Outsourcing, Northern Trust
Industry Investment Banking
Experience
Northern Trust Corporation May 2014 - Present
Liberty Mutual Asset Management Inc May 2006 - April 2014
PFPC May 2005 - October 2006
Skills
Bloomberg, Investments, Financial Analysis, Process Improvement, Risk Management, Equities, Accounting, Private Equity, Data Analysis, Management, Vendor Management, Financial Services
Education
Babson College - Franklin W. Olin Graduate School of Business 2008 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General
Anna Maria College 2002 — 2005
Bachelor of Science (BS), Business Administration and Management, General
Northern Trust Corporation May 2014 - Present
Liberty Mutual Asset Management Inc May 2006 - April 2014
PFPC May 2005 - October 2006
Skills
Bloomberg, Investments, Financial Analysis, Process Improvement, Risk Management, Equities, Accounting, Private Equity, Data Analysis, Management, Vendor Management, Financial Services
Education
Babson College - Franklin W. Olin Graduate School of Business 2008 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General
Anna Maria College 2002 — 2005
Bachelor of Science (BS), Business Administration and Management, General
Stacey Plewa's PFPC Experience 1991 - 1993
Job Project Manager, Vanguard
Industry Financial Services
Experience
Vanguard December 1996 - Present
VWR scientific products 1993 - 1996
PFPC 1991 - 1993
Skills
Financial Services, Relationship Management, Vendor Management, Project Management, Change Management, Marketing Communications, Brand Management, Accounting, Strategy
Education
Clarion University of Pennsylvania 1987 — 1991
Bachelor of Science (B.S.), Accounting
Vanguard December 1996 - Present
VWR scientific products 1993 - 1996
PFPC 1991 - 1993
Skills
Financial Services, Relationship Management, Vendor Management, Project Management, Change Management, Marketing Communications, Brand Management, Accounting, Strategy
Education
Clarion University of Pennsylvania 1987 — 1991
Bachelor of Science (B.S.), Accounting
Judy Porter's PFPC Experience 2004 - 2005
Job Service Manager at Wells Fargo Bank
Industry Retail
Experience
Wells Fargo November 2012 - Present
Fifth Third Bank November 2009 - June 2012
Macy's October 2008 - February 2009
Wachovia Bank January 2006 - October 2008
PFPC 2004 - 2005
The First State Bank 2003 - 2004
Enterprise Rent-A-Car 2000 - 2003
Skills
Customer Service, Credit, Outlook, Banking, Relationship Management, Microsoft Excel, Sales Management, Internal Audit, Compliance Retail..., Coaching, Business to business..., Merchandising, Inventory Management, Customer Retention, Customer Satisfaction, B2B, Sales, Team Building
Education
Baldwin-Wallace College 1997 — 1999
Bachelor's degree, Business Administration and Management, General
Wells Fargo November 2012 - Present
Fifth Third Bank November 2009 - June 2012
Macy's October 2008 - February 2009
Wachovia Bank January 2006 - October 2008
PFPC 2004 - 2005
The First State Bank 2003 - 2004
Enterprise Rent-A-Car 2000 - 2003
Skills
Customer Service, Credit, Outlook, Banking, Relationship Management, Microsoft Excel, Sales Management, Internal Audit, Compliance Retail..., Coaching, Business to business..., Merchandising, Inventory Management, Customer Retention, Customer Satisfaction, B2B, Sales, Team Building
Education
Baldwin-Wallace College 1997 — 1999
Bachelor's degree, Business Administration and Management, General
Ray Perry, CIPM's PFPC Experience 1997 - 2001
Job Business Systems Consultant at Wells Fargo
Industry Investment Management
Experience
Wells Fargo August 2015 - Present
Loring, Wolcott & Coolidge Trust, LLC. August 2012 - June 2015
Loring, Wolcott & Coolidge February 2008 - July 2012
State Street Global Advisors June 2007 - January 2008
MFC Global Investments March 2004 - June 2007
Investors Bank & Trust February 2001 - March 2004
PFPC 1997 - 2001
State Street Research and Management 1992 - 1997
Skills
Mutual Funds, Investments, Asset Management, Equities, Financial Services, Analytics, Process Improvement, Risk Management, Fixed Income, Private Equity, Middle Office, Performance Attribution, Financial Reporting, Investment Strategies, Financial Modeling, Estate Planning, Securities, Performance Measurement, ETFs, Banking, Hedge Funds, Institutional..., Microsoft Excel, Credit, Portfolio Management, Access, Microsoft Office, Alternative Investments, Financial Analysis, Performance Analysis, Fund Accounting, Relationship Management, Investment Advisory, Bloomberg, Corporate Actions, Wealth Management, Derivatives, Due Diligence, SQL, Business Analysis, Equity Research, Series 7, Investment Management, Asset Allocation
Education
Suffolk University - Sawyer School of Management 1994 — 1998
MBA
Bentley University 1988 — 1992
BS, Finance
AMA Training
Wells Fargo August 2015 - Present
Loring, Wolcott & Coolidge Trust, LLC. August 2012 - June 2015
Loring, Wolcott & Coolidge February 2008 - July 2012
State Street Global Advisors June 2007 - January 2008
MFC Global Investments March 2004 - June 2007
Investors Bank & Trust February 2001 - March 2004
PFPC 1997 - 2001
State Street Research and Management 1992 - 1997
Skills
Mutual Funds, Investments, Asset Management, Equities, Financial Services, Analytics, Process Improvement, Risk Management, Fixed Income, Private Equity, Middle Office, Performance Attribution, Financial Reporting, Investment Strategies, Financial Modeling, Estate Planning, Securities, Performance Measurement, ETFs, Banking, Hedge Funds, Institutional..., Microsoft Excel, Credit, Portfolio Management, Access, Microsoft Office, Alternative Investments, Financial Analysis, Performance Analysis, Fund Accounting, Relationship Management, Investment Advisory, Bloomberg, Corporate Actions, Wealth Management, Derivatives, Due Diligence, SQL, Business Analysis, Equity Research, Series 7, Investment Management, Asset Allocation
Education
Suffolk University - Sawyer School of Management 1994 — 1998
MBA
Bentley University 1988 — 1992
BS, Finance
AMA Training
Jay Falkner's PFPC Experience February 1996 - June 2004
Job VP Platform Consulting at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments VP - Platform ConsultingNational Financial, a Fidelity Investments Company2004 - Present
National Financial 2004 - Present
PFPC February 1996 - June 2004
Education
Carnegie Mellon University 1979 — 1983
Fidelity Investments VP - Platform ConsultingNational Financial, a Fidelity Investments Company2004 - Present
National Financial 2004 - Present
PFPC February 1996 - June 2004
Education
Carnegie Mellon University 1979 — 1983
Lauren Alles's PFPC Experience July 2001 - January 2006
Job Software Programmer at MEDITECH
Industry Computer Software
Experience
MEDITECH January 2006 - Present
PFPC July 2001 - January 2006
Skills
Analysis, Project Management, Microsoft Office, Business Analysis, Data Analysis, Microsoft Excel, Microsoft Word, Cross-functional Team..., PowerPoint, Customer Service, Software Development
Education
Bridgewater State College 1998 — 2001
Bachelor of Science, Computer Science
MEDITECH January 2006 - Present
PFPC July 2001 - January 2006
Skills
Analysis, Project Management, Microsoft Office, Business Analysis, Data Analysis, Microsoft Excel, Microsoft Word, Cross-functional Team..., PowerPoint, Customer Service, Software Development
Education
Bridgewater State College 1998 — 2001
Bachelor of Science, Computer Science
Paul Joly's PFPC Experience June 2001 - November 2006
Job IT Support at Communispace Corporation
Industry E-Learning
Experience
Enzymatics September 2011 - Present
HCPro 2014 - 2015
HCPro 2014 - 2015
Follett Digital Resources November 2006 - October 2011
Synta Pharmaceuticals 2010 - 2010
PFPC June 2001 - November 2006
Datacube, Inc May 2000 - May 2001
Skills
Active Directory, Servers, Windows Server, XP, Hardware, Troubleshooting, Operating Systems, Windows XP, Microsoft Exchange, WAN, Backup Exec, Linux, IIS
Education
Clark University 1997 — 1998
Local Area Network Administration
North Shore Community College
Sun Microsystems
Enzymatics September 2011 - Present
HCPro 2014 - 2015
HCPro 2014 - 2015
Follett Digital Resources November 2006 - October 2011
Synta Pharmaceuticals 2010 - 2010
PFPC June 2001 - November 2006
Datacube, Inc May 2000 - May 2001
Skills
Active Directory, Servers, Windows Server, XP, Hardware, Troubleshooting, Operating Systems, Windows XP, Microsoft Exchange, WAN, Backup Exec, Linux, IIS
Education
Clark University 1997 — 1998
Local Area Network Administration
North Shore Community College
Sun Microsystems
Denis Pierce's PFPC Experience November 2004 - August 2005
Job Vice President at State Street Bank
Industry Accounting
Experience
State Street August 2005 - Present
PFPC November 2004 - August 2005
State Street July 1999 - November 2004
Frito Lay January 1996 - July 1999
Skills
Bloomberg, Access, Excel, Fund Accounting, Client Service, VBA, Microsoft Excel, Financial Analysis, Securities, Financial Services, Fixed Income, Hedge Funds, Equities, Corporate Actions
Education
Boston College - Wallace E. Carroll Graduate School of Management 1999 — 2001
Master of Science, Finance
State Street August 2005 - Present
PFPC November 2004 - August 2005
State Street July 1999 - November 2004
Frito Lay January 1996 - July 1999
Skills
Bloomberg, Access, Excel, Fund Accounting, Client Service, VBA, Microsoft Excel, Financial Analysis, Securities, Financial Services, Fixed Income, Hedge Funds, Equities, Corporate Actions
Education
Boston College - Wallace E. Carroll Graduate School of Management 1999 — 2001
Master of Science, Finance
Chuck McNally's PFPC Experience April 1998 - August 2000
Job Information Technology Specialist
Industry Information Technology and Services
Experience
Grand River Canoe Livery April 2001 - Present
PA Army National Guard May 2006 - November 2011
Comcast August 2008 - January 2011
TechUSA @ Comcast Business Services August 2007 - July 2008
Diversified Software Systems, Inc August 2000 - June 2005
PFPC April 1998 - August 2000
Homestead Hyundai-Subaru / Archie Cochrane Ford, Billings, MT May 1996 - April 1998
WyoBen, Inc January 1994 - May 1994
Foster Wheeler April 1990 - November 1991
Skills
Operating Systems, XP, Windows Server, Troubleshooting, System Administration, ITIL, Data Center, SQL, VMware, Switches, Wireless Networking, TCP/IP, Microsoft SQL Server, JavaScript, Disaster Recovery, Testing, Linux, Routers, Cisco Technologies, Software Documentation, Firewalls, HTML, Databases, Software Development, Telecommunications, Management, Network Administration, Networking
Education
American InterContinental University 2004 — 2005
Information Technology
Grand River Canoe Livery April 2001 - Present
PA Army National Guard May 2006 - November 2011
Comcast August 2008 - January 2011
TechUSA @ Comcast Business Services August 2007 - July 2008
Diversified Software Systems, Inc August 2000 - June 2005
PFPC April 1998 - August 2000
Homestead Hyundai-Subaru / Archie Cochrane Ford, Billings, MT May 1996 - April 1998
WyoBen, Inc January 1994 - May 1994
Foster Wheeler April 1990 - November 1991
Skills
Operating Systems, XP, Windows Server, Troubleshooting, System Administration, ITIL, Data Center, SQL, VMware, Switches, Wireless Networking, TCP/IP, Microsoft SQL Server, JavaScript, Disaster Recovery, Testing, Linux, Routers, Cisco Technologies, Software Documentation, Firewalls, HTML, Databases, Software Development, Telecommunications, Management, Network Administration, Networking
Education
American InterContinental University 2004 — 2005
Information Technology
Michael Flook's PFPC Experience 2000 - 2004
Job Treasurer, Hartford Funds
Industry Investment Management
Experience
Hartford Funds November 2014 - Present
UBS Global Asset Management 2006 - October 2014
The Reserve Funds 2005 - 2006
PFPC 2000 - 2004
SEI 1998 - 2000
Merrill Lynch 1989 - 1998
Skills
Derivatives, Fund Accounting, Valuation, Fund Administration, Board Reporting, Internal Controls, Investment Management, Finance, Fund Of Funds, Mutual Funds, Fixed Income, Bloomberg, Equities, Alternative Investments, Securities
Education
Colorado State University
Hartford Funds November 2014 - Present
UBS Global Asset Management 2006 - October 2014
The Reserve Funds 2005 - 2006
PFPC 2000 - 2004
SEI 1998 - 2000
Merrill Lynch 1989 - 1998
Skills
Derivatives, Fund Accounting, Valuation, Fund Administration, Board Reporting, Internal Controls, Investment Management, Finance, Fund Of Funds, Mutual Funds, Fixed Income, Bloomberg, Equities, Alternative Investments, Securities
Education
Colorado State University
Kathleen M. Calhoun's PFPC Experience 1986 - 1988
Job Technical Project Manager at Telerx
Industry Information Technology and Services
Experience
Telerx September 2011 - Present
Fastech Integrated Solutions 1999 - 2008
Fastech Integrated Solutions 1994 - 1999
Professional Training Services April 1994 - November 1994
Fastech Integrated Solutions 1993 - 1994
Fastech Integrated Solutions 1990 - 1993
PFPC 1986 - 1988
PFPC 1985 - 1986
Skills
Requirements Analysis, Access, Software Documentation, Oracle, Outlook, PL/SQL, SQL, Quality Assurance, Product Management, Troubleshooting, Management, Vendor Management, Business Intelligence, CRM, Project Management, Business Analysis
Education
Bucknell University 1981 — 1985
BSBA, Management, Finance, Economics
Telerx September 2011 - Present
Fastech Integrated Solutions 1999 - 2008
Fastech Integrated Solutions 1994 - 1999
Professional Training Services April 1994 - November 1994
Fastech Integrated Solutions 1993 - 1994
Fastech Integrated Solutions 1990 - 1993
PFPC 1986 - 1988
PFPC 1985 - 1986
Skills
Requirements Analysis, Access, Software Documentation, Oracle, Outlook, PL/SQL, SQL, Quality Assurance, Product Management, Troubleshooting, Management, Vendor Management, Business Intelligence, CRM, Project Management, Business Analysis
Education
Bucknell University 1981 — 1985
BSBA, Management, Finance, Economics
Matthew Keener's PFPC Experience 2000 - 2004
Job Senior Product Manager at Aberdeen Asset Management Inc.
Industry Financial Services
Experience
Aberdeen Asset Management Inc. 2006 - Present
SEI Investments 2004 - 2006
PFPC 2000 - 2004
Skills
Financial Services, Due Diligence, Fund Administration, Fund Accounting, Private Equity, Mutual Funds, Equities, Accounting, Emerging Markets, Investor Relations, Finance
Education
Widener University School of Law 2001 — 2005
JD, Law
Bloomsburg University of Pennsylvania 1995 — 2000
BS, Accounting/Finance
Wilson 1992 — 1995
Aberdeen Asset Management Inc. 2006 - Present
SEI Investments 2004 - 2006
PFPC 2000 - 2004
Skills
Financial Services, Due Diligence, Fund Administration, Fund Accounting, Private Equity, Mutual Funds, Equities, Accounting, Emerging Markets, Investor Relations, Finance
Education
Widener University School of Law 2001 — 2005
JD, Law
Bloomsburg University of Pennsylvania 1995 — 2000
BS, Accounting/Finance
Wilson 1992 — 1995
Rahmika Thorpe, CGAP's PFPC Experience 2000 - 2002
Job Senior Auditor at Bank of America
Industry Accounting
Experience
Bank of America July 2006 - Present
City of Wilmington, DE October 2002 - July 2006
PFPC 2000 - 2002
Education
Delaware State University
Bachelor's degree, Accounting
Wilmington University
Master of Business Administration (MBA), Business Administration and Management, General
Bank of America July 2006 - Present
City of Wilmington, DE October 2002 - July 2006
PFPC 2000 - 2002
Education
Delaware State University
Bachelor's degree, Accounting
Wilmington University
Master of Business Administration (MBA), Business Administration and Management, General
Daniel Bourgeois's PFPC Experience February 2001 - June 2008
Job Financial Services Professional
Industry Financial Services
Experience
PFPC February 2001 - June 2008
Fleet/BankBoston January 1990 - November 2000
Education
Assumption College
Bachelors, Accounting
PFPC February 2001 - June 2008
Fleet/BankBoston January 1990 - November 2000
Education
Assumption College
Bachelors, Accounting
Lucinda Ryder's PFPC Experience December 1998 - July 2004
Job Customer Service Representative at Energy Federation
Industry Health, Wellness and Fitness
Experience
Energy Federation May 2015 - Present
Kindred Spirits USA August 2014 - Present
OnProcess Technology October 2012 - May 2015
Love Pole Fitness March 2013 - March 2014
Studio 12 April 2011 - 2013
Income and Growth Solutions, LLC February 2009 - August 2010
Discover Financial Services August 2008 - October 2008
Murata Power Solutions May 2006 - October 2007
The Lewis Family July 2004 - May 2006
PFPC December 1998 - July 2004
Skills
Marketing, Training, Microsoft Excel, Customer Service, Sales, Product Promotion, Data Entry, Financial Support, Office Administration, Yoga Instruction, Children's Yoga, Microsoft Office, Microsoft Word, PowerPoint, Direct Sales, Project Management, Management, Time Management, Process Improvement, Quality Assurance, Hatha Yoga, Project Planning, Research, Logistics, Outlook, Teaching, Yoga
Education
Massachusetts TIPS Certification 2014 — 2014
TIPS Certification, Alcohol Certification
Kidding Around Yoga 2013 — 2013
Kid Yoga Certification, Yoga Teacher Training/Yoga Therapy
Revelation School of Yoga 2011 — 2012
RYT-200, Yoga Teacher Training/Yoga Therapy
Bay State College 1990 — 1991
Tourism and Travel Services Management
Norton High School 1987 — 1990
High School Diploma, Business
Energy Federation May 2015 - Present
Kindred Spirits USA August 2014 - Present
OnProcess Technology October 2012 - May 2015
Love Pole Fitness March 2013 - March 2014
Studio 12 April 2011 - 2013
Income and Growth Solutions, LLC February 2009 - August 2010
Discover Financial Services August 2008 - October 2008
Murata Power Solutions May 2006 - October 2007
The Lewis Family July 2004 - May 2006
PFPC December 1998 - July 2004
Skills
Marketing, Training, Microsoft Excel, Customer Service, Sales, Product Promotion, Data Entry, Financial Support, Office Administration, Yoga Instruction, Children's Yoga, Microsoft Office, Microsoft Word, PowerPoint, Direct Sales, Project Management, Management, Time Management, Process Improvement, Quality Assurance, Hatha Yoga, Project Planning, Research, Logistics, Outlook, Teaching, Yoga
Education
Massachusetts TIPS Certification 2014 — 2014
TIPS Certification, Alcohol Certification
Kidding Around Yoga 2013 — 2013
Kid Yoga Certification, Yoga Teacher Training/Yoga Therapy
Revelation School of Yoga 2011 — 2012
RYT-200, Yoga Teacher Training/Yoga Therapy
Bay State College 1990 — 1991
Tourism and Travel Services Management
Norton High School 1987 — 1990
High School Diploma, Business
Dan Piazza's PFPC Experience October 2000 - March 2003
Job NPD Sourcing Specialist at MEI
Industry Electrical/Electronic Manufacturing
Experience
MEI February 2012 - Present
SunGard Financial Systems April 2011 - January 2012
SunGard Availability Services January 2009 - September 2009
SunGard Availability Services February 2008 - December 2008
SunGard Availability Services May 2006 - January 2008
SunGard Availability Services April 2003 - April 2006
PFPC October 2000 - March 2003
Trade Service Systems 2000 - 2000
Skills
Vendor Management, Process Improvement, Strategic Sourcing, Procurement, RFP, Purchasing, ITIL, Strategy, Spend Analysis, Supply Chain Management, Outsourcing, Supply Management, Cross-functional Team..., Disaster Recovery, IT Strategy, Data Center, Contract Management, Sourcing, Negotiation, Management, Contract Negotiation
Education
Keller Graduate School of Management of DeVry University 2003 — 2005
MBA, Project Management
Bloomsburg University of Pennsylvania 1996 — 2000
Marketing
Methacton High School 1992 — 1996
MEI February 2012 - Present
SunGard Financial Systems April 2011 - January 2012
SunGard Availability Services January 2009 - September 2009
SunGard Availability Services February 2008 - December 2008
SunGard Availability Services May 2006 - January 2008
SunGard Availability Services April 2003 - April 2006
PFPC October 2000 - March 2003
Trade Service Systems 2000 - 2000
Skills
Vendor Management, Process Improvement, Strategic Sourcing, Procurement, RFP, Purchasing, ITIL, Strategy, Spend Analysis, Supply Chain Management, Outsourcing, Supply Management, Cross-functional Team..., Disaster Recovery, IT Strategy, Data Center, Contract Management, Sourcing, Negotiation, Management, Contract Negotiation
Education
Keller Graduate School of Management of DeVry University 2003 — 2005
MBA, Project Management
Bloomsburg University of Pennsylvania 1996 — 2000
Marketing
Methacton High School 1992 — 1996
Andre Robinson's PFPC Experience March 2004 - August 2005
Job Head of Retail Advisory Business Development
Industry Financial Services
Experience
Voya Financial August 2011 - Present
Pershing August 2005 - February 2011
PFPC March 2004 - August 2005
Education
Saint Joseph's University - Erivan K. Haub School of Business 2006 — 2008
MBA, Finance
Arcadia University
Voya Financial August 2011 - Present
Pershing August 2005 - February 2011
PFPC March 2004 - August 2005
Education
Saint Joseph's University - Erivan K. Haub School of Business 2006 — 2008
MBA, Finance
Arcadia University
Joe Viens, PMP's PFPC Experience March 1996 - September 2000
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
Hugh Carter's PFPC Experience September 1996 - June 2006
Job VP at J P Morgan
Industry Financial Services
Experience
J.P. Morgan November 2010 - Present
State Street June 2006 - November 2010
PFPC September 1996 - June 2006
Brown Brothers Harriman 1980 - 1992
Education
Bentley University 1980 — 1985
AS, Accounting
J.P. Morgan November 2010 - Present
State Street June 2006 - November 2010
PFPC September 1996 - June 2006
Brown Brothers Harriman 1980 - 1992
Education
Bentley University 1980 — 1985
AS, Accounting
Sheryl Wells, PMP's PFPC Experience 2002 - 2005
Job Principal Systems Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Principal ConsultantKeaneAugust 2005 - March 2007
PFPC 2002 - 2005
PFPC 2000 - 2002
Skills
SDLC, Business Analysis, PMP, Project Management, Requirements Gathering, Requirements Analysis, Visio, Software Project..., Systems Analysis, Agile Methodologies, Vendor Management, Business Intelligence, Process Improvement, Project Portfolio..., Information Technology, PMO, Financial Services, Resource Management, Windows, Change Management, Business Requirements, E-commerce, SharePoint, User Acceptance Testing, Software Documentation, Disaster Recovery, Unix
Education
Columbia Basin College
Network Administration
Washburn University
Fidelity Investments Principal ConsultantKeaneAugust 2005 - March 2007
PFPC 2002 - 2005
PFPC 2000 - 2002
Skills
SDLC, Business Analysis, PMP, Project Management, Requirements Gathering, Requirements Analysis, Visio, Software Project..., Systems Analysis, Agile Methodologies, Vendor Management, Business Intelligence, Process Improvement, Project Portfolio..., Information Technology, PMO, Financial Services, Resource Management, Windows, Change Management, Business Requirements, E-commerce, SharePoint, User Acceptance Testing, Software Documentation, Disaster Recovery, Unix
Education
Columbia Basin College
Network Administration
Washburn University
Lisa (Swart) Nevins's PFPC Experience September 1999 - July 2002
Job Director, Client Service at SEI Investments
Industry Financial Services
Experience
SEI Investments July 2002 - July 2009
PFPC September 1999 - July 2002
Bank of Texas February 1998 - September 1999
Bank of America July 1996 - February 1998
Mercer June 1995 - June 1996
Skills
Mutual Funds, 401k, ERISA, Client Service Oriented, Account Management, Investments, Retirement, Asset Allocation, Alternative Investments, Securities, Investment Strategies, Series 63, Investment Management, Series 7, Financial Services
Education
Baylor University - Hankamer School of Business 1991 — 1995
BBA, Financial Services and Planning and Qualified Business Analytics
SEI Investments July 2002 - July 2009
PFPC September 1999 - July 2002
Bank of Texas February 1998 - September 1999
Bank of America July 1996 - February 1998
Mercer June 1995 - June 1996
Skills
Mutual Funds, 401k, ERISA, Client Service Oriented, Account Management, Investments, Retirement, Asset Allocation, Alternative Investments, Securities, Investment Strategies, Series 63, Investment Management, Series 7, Financial Services
Education
Baylor University - Hankamer School of Business 1991 — 1995
BBA, Financial Services and Planning and Qualified Business Analytics
Douglas A. Jackson's PFPC Experience 1999 - 2006
Job Compensation Analyst at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services August 2013 - Present
Springboard February 2012 - April 2013
American Consumer Credit Counseling December 2008 - February 2012
American Consumer Credit Counseling 2006 - 2011
PFPC 1999 - 2006
PFPC 1999 - 2006
Technical Aid Corparation 1984 - 1999
Skills
Multi-state Payroll..., Reverse mortgage..., Housing Counseling, Customer Service, Customer Relations, Excel, Microsoft Office, Budgeting, Credit Counseling, Management, Reverse Mortgages, Microsoft Excel, Budgets, Staffing Services, Business Development, Payroll, Talent Acquisition, Applicant Tracking..., Temporary Placement, Recruiting, Temporary Staffing, Training, Leadership, Employee Relations, Coaching, Human Resources, Interviews, Technical Recruiting, CRM, Team Building, Onboarding, Sales, Contract Recruitment, Outlook, Cold Calling, Employee Benefits, Strategic Planning, Compensation Structures, College Recruiting, Social Networking, Salesforce.com, Internet Recruiting, Process Improvement, Vendor Management, Resume Writing, Analysis
Education
Bentley University 1981 — 2012
Marketing
Morehouse College 1979 — 1983
Marketing
Newton South 1976 — 1979
High school diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
John Hancock Financial Services August 2013 - Present
Springboard February 2012 - April 2013
American Consumer Credit Counseling December 2008 - February 2012
American Consumer Credit Counseling 2006 - 2011
PFPC 1999 - 2006
PFPC 1999 - 2006
Technical Aid Corparation 1984 - 1999
Skills
Multi-state Payroll..., Reverse mortgage..., Housing Counseling, Customer Service, Customer Relations, Excel, Microsoft Office, Budgeting, Credit Counseling, Management, Reverse Mortgages, Microsoft Excel, Budgets, Staffing Services, Business Development, Payroll, Talent Acquisition, Applicant Tracking..., Temporary Placement, Recruiting, Temporary Staffing, Training, Leadership, Employee Relations, Coaching, Human Resources, Interviews, Technical Recruiting, CRM, Team Building, Onboarding, Sales, Contract Recruitment, Outlook, Cold Calling, Employee Benefits, Strategic Planning, Compensation Structures, College Recruiting, Social Networking, Salesforce.com, Internet Recruiting, Process Improvement, Vendor Management, Resume Writing, Analysis
Education
Bentley University 1981 — 2012
Marketing
Morehouse College 1979 — 1983
Marketing
Newton South 1976 — 1979
High school diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
William Roberge's PFPC Experience April 2001 - January 2008
Job Emergency Response Operator at Tunstall Americas
Industry Banking
Experience
Tunstall Americas May 2013 - 2014
Sovereign Bank October 2010 - October 2011
PFPC April 2001 - January 2008
Log on America August 2000 - November 2000
Showcase Cinemas September 1998 - September 2000
Skills
Customer Service, Call Center, Research, Teamwork, Microsoft Publisher, Microsoft Word, Microsoft Excel, Call Centers
Education
Community College of Rhode Island 1998 — 2000
A.S., Paralegal Studies
Johnson & Wales University 1984 — 1986
AS, Culinary Arts
Rhode Island College 1970 — 1976
B.A., English
Salve Regina University
Certificate, Microsoft Office
Woonsocket High School
College Prep
Tunstall Americas May 2013 - 2014
Sovereign Bank October 2010 - October 2011
PFPC April 2001 - January 2008
Log on America August 2000 - November 2000
Showcase Cinemas September 1998 - September 2000
Skills
Customer Service, Call Center, Research, Teamwork, Microsoft Publisher, Microsoft Word, Microsoft Excel, Call Centers
Education
Community College of Rhode Island 1998 — 2000
A.S., Paralegal Studies
Johnson & Wales University 1984 — 1986
AS, Culinary Arts
Rhode Island College 1970 — 1976
B.A., English
Salve Regina University
Certificate, Microsoft Office
Woonsocket High School
College Prep
Karen Guivens's PFPC Experience April 1984 - January 2005
Job Experienced Learning and Development Professional
Industry Financial Services
Experience
PFPC April 1984 - January 2005
Skills
Financial Services, Mutual Funds, Business Analysis, Succession Planning, Onboarding, SDLC, Investments
Education
Cambridge College 1986 — 1989
MEd, Counseling Psychology
PFPC April 1984 - January 2005
Skills
Financial Services, Mutual Funds, Business Analysis, Succession Planning, Onboarding, SDLC, Investments
Education
Cambridge College 1986 — 1989
MEd, Counseling Psychology
Krista DeVoll's PFPC Experience 2001 - 2003
Job Sales and Marketing at Ryan Homes
Industry Construction
Experience
NVR, Inc. August 2015 - Present
Ryan Homes February 2013 - Present
The Bryn Mawr Trust Company July 2012 - February 2013
The Bryn Mawr Trust Company December 2011 - July 2012
Empire Builders & Developers October 2011 - January 2012
Cornell Homes October 2009 - September 2011
Security Services & Technologies -- ADT Advanced Integration October 2007 - March 2010
Ryan Homes 2006 - 2008
Security Services & Technologies 2003 - 2006
PFPC 2001 - 2003
Skills
Mutual Funds, Investments, Negotiation, Selling, Marketing, First Time Home Buyers, Market Analysis, New Home Sales, Asset Management, Credit, Contract Negotiation, Customer Service, FHA, Finance, Investment Properties, New Business Development, Real Estate, Sales, Real Estate Transactions, Sales Management, Securities, Strategic Planning, Team Building, Wealth Management
Education
Bloomsburg University of Pennsylvania 1997 — 2001
Bachelor of Science, Finance
NVR, Inc. August 2015 - Present
Ryan Homes February 2013 - Present
The Bryn Mawr Trust Company July 2012 - February 2013
The Bryn Mawr Trust Company December 2011 - July 2012
Empire Builders & Developers October 2011 - January 2012
Cornell Homes October 2009 - September 2011
Security Services & Technologies -- ADT Advanced Integration October 2007 - March 2010
Ryan Homes 2006 - 2008
Security Services & Technologies 2003 - 2006
PFPC 2001 - 2003
Skills
Mutual Funds, Investments, Negotiation, Selling, Marketing, First Time Home Buyers, Market Analysis, New Home Sales, Asset Management, Credit, Contract Negotiation, Customer Service, FHA, Finance, Investment Properties, New Business Development, Real Estate, Sales, Real Estate Transactions, Sales Management, Securities, Strategic Planning, Team Building, Wealth Management
Education
Bloomsburg University of Pennsylvania 1997 — 2001
Bachelor of Science, Finance
Charles J. (Chuck) Heineman, MS's PFPC Experience March 2000 - March 2005
Job Experienced Fund / Investment Accountant
Industry Accounting
Experience
BNY Mellon March 2015 - Present
Newpoint Behavioral Health November 2010 - March 2015
RBC Wealth Management - Estate & Trust Services December 2009 - May 2010
EMSL Analytical, Inc November 2008 - February 2009
State Street, Inc. August 2007 - November 2008
Boyds in Philadelphia March 2005 - July 2007
PFPC March 2000 - March 2005
Skills
Microsoft Excel, Microsoft Word, Adding Machine, Outlook, Accounting, Invoicing, Payroll, Account Reconciliation, Financial Statements, Journal Entries, Time Management, Investments, Mutual Funds, Credit, Auditing
Education
University of Phoenix
Master of Science (M.S.), Accountancy, 3.36
Holy Family University 1989 — 1995
Bachelor of Arts (B.A.), Criminal Justice
Community College of Philadelphia 1997 — 1999
Accounting, 3.5
BNY Mellon March 2015 - Present
Newpoint Behavioral Health November 2010 - March 2015
RBC Wealth Management - Estate & Trust Services December 2009 - May 2010
EMSL Analytical, Inc November 2008 - February 2009
State Street, Inc. August 2007 - November 2008
Boyds in Philadelphia March 2005 - July 2007
PFPC March 2000 - March 2005
Skills
Microsoft Excel, Microsoft Word, Adding Machine, Outlook, Accounting, Invoicing, Payroll, Account Reconciliation, Financial Statements, Journal Entries, Time Management, Investments, Mutual Funds, Credit, Auditing
Education
University of Phoenix
Master of Science (M.S.), Accountancy, 3.36
Holy Family University 1989 — 1995
Bachelor of Arts (B.A.), Criminal Justice
Community College of Philadelphia 1997 — 1999
Accounting, 3.5
Christopher Hyppolite, MS's PFPC Experience March 2006 - October 2006
Job Student at Indiana University School of Medicine
Industry Medical Practice
Experience
Bank of New York Mellon July 2007 - August 2009
PFPC March 2006 - October 2006
Skills
Budgets, Team Leadership, Salesforce.com, Microsoft Office, Accounting, Microsoft Word, Public Speaking, Banking, Database Administration, Nonprofits, Information Technology, SharePoint, Teaching, Healthcare Information..., Windows, OS X, Research, Financial Analysis, Microsoft Excel, Program Management, Technical Writing, Windows Server, Data Entry, Windows 7, Data Analysis, Networking, Photoshop, Time Management, Higher Education, Social Media, Healthcare, Financial Reporting, Financial Accounting, Outlook, Teamwork, Finance, PowerPoint, Haitian Creole, Leadership, Customer Service
Education
Indiana University School of Medicine 2013 — 2017
Doctor of Medicine (M.D.)
Barry University 2012 — 2013
Master of Science (M.S.), Biomedical Sciences, General
Florida International University 2009 — 2011
Post - Bac, Biology, General
Widener University 2002 — 2005
BS, Accounting
Bensalem high school 1998 — 2002
High School
Bank of New York Mellon July 2007 - August 2009
PFPC March 2006 - October 2006
Skills
Budgets, Team Leadership, Salesforce.com, Microsoft Office, Accounting, Microsoft Word, Public Speaking, Banking, Database Administration, Nonprofits, Information Technology, SharePoint, Teaching, Healthcare Information..., Windows, OS X, Research, Financial Analysis, Microsoft Excel, Program Management, Technical Writing, Windows Server, Data Entry, Windows 7, Data Analysis, Networking, Photoshop, Time Management, Higher Education, Social Media, Healthcare, Financial Reporting, Financial Accounting, Outlook, Teamwork, Finance, PowerPoint, Haitian Creole, Leadership, Customer Service
Education
Indiana University School of Medicine 2013 — 2017
Doctor of Medicine (M.D.)
Barry University 2012 — 2013
Master of Science (M.S.), Biomedical Sciences, General
Florida International University 2009 — 2011
Post - Bac, Biology, General
Widener University 2002 — 2005
BS, Accounting
Bensalem high school 1998 — 2002
High School
Erion Kodra's PFPC Experience March 2000 - December 2005
Job Senior Analyst, Market Consolidation, at The Hanover Insurance Group
Industry Insurance
Experience
The Hanover Insurance Group August 2011 - Present
OneBeacon Insurance January 2007 - July 2011
MEM Connections, Inc. March 2005 - April 2011
Sundance/Newbridge Educational Publishing December 2005 - December 2006
PFPC March 2000 - December 2005
Family Pharmacy, Inc. 2004 - 2004
Skills
Excel, Financial Analysis, Financial Reporting, Budgeting, Access, Insurance, Process Improvement, Financial Modeling, Accounting, SOX, Forecasting, Data Analysis, Outlook, Analysis, Bloomberg, Lotus Notes, Sarbanes-Oxley Act, Budgets, Microsoft Excel, Risk Management, Investments, Finance
Education
Clark University 2000 — 2001
MBA, Finance
Clark University 1998 — 2000
Bachelor, Economics
American College of Thessaloniki 1994 — 1997
Associate, Business
The Hanover Insurance Group August 2011 - Present
OneBeacon Insurance January 2007 - July 2011
MEM Connections, Inc. March 2005 - April 2011
Sundance/Newbridge Educational Publishing December 2005 - December 2006
PFPC March 2000 - December 2005
Family Pharmacy, Inc. 2004 - 2004
Skills
Excel, Financial Analysis, Financial Reporting, Budgeting, Access, Insurance, Process Improvement, Financial Modeling, Accounting, SOX, Forecasting, Data Analysis, Outlook, Analysis, Bloomberg, Lotus Notes, Sarbanes-Oxley Act, Budgets, Microsoft Excel, Risk Management, Investments, Finance
Education
Clark University 2000 — 2001
MBA, Finance
Clark University 1998 — 2000
Bachelor, Economics
American College of Thessaloniki 1994 — 1997
Associate, Business
Jane Forino's PFPC Experience September 1986 - October 2002
Job Facilities Manager at PharMerica
Industry Health, Wellness and Fitness
Experience
PharMerica Facilities ManagerFremont Investment & LoanSeptember 2005 - June 2007
PFPC September 1986 - October 2002
Education
Adelphi University
BA, Business
PharMerica Facilities ManagerFremont Investment & LoanSeptember 2005 - June 2007
PFPC September 1986 - October 2002
Education
Adelphi University
BA, Business
Vincent Caputo's PFPC Experience August 1999 - October 2006
Job Senior Supervisor, Portfolio Accounting Derivative Operations at Putnam Investments
Industry Financial Services
Experience
Putnam Investments February 2014 - Present
Putnam Investments July 2011 - February 2014
Putnam Investments October 2006 - July 2011
PFPC August 1999 - October 2006
PFPC, Inc 1998 - 2006
Skills
Bloomberg, Bonds, Equities, Fixed Income, Fund Accounting, Mutual Funds, Portfolio Management, Financial Analysis, Hedge Funds
Education
Anna Maria College 1993 — 1997
MA, Criminal Justice
Framingham State University 1987 — 1992
BS, Business
Putnam Investments February 2014 - Present
Putnam Investments July 2011 - February 2014
Putnam Investments October 2006 - July 2011
PFPC August 1999 - October 2006
PFPC, Inc 1998 - 2006
Skills
Bloomberg, Bonds, Equities, Fixed Income, Fund Accounting, Mutual Funds, Portfolio Management, Financial Analysis, Hedge Funds
Education
Anna Maria College 1993 — 1997
MA, Criminal Justice
Framingham State University 1987 — 1992
BS, Business
Deanna Dunlap-Matthews's PFPC Experience 1998 - 2007
Job Independent Beauty Consultant at Mary Kay Inc.
Industry Consumer Services
Experience
Mary Kay Inc. March 2013 - Present
Lower Bucks Hospital March 2007 - October 2012
PFPC 1998 - 2007
PFPC 1998 - 2007
Skills
Fund Accounting, General Ledger, Account Reconciliation, Financial Reporting, Accruals, Financial Statements, Accounting, Internal Controls, Financial Accounting, Financial Analysis, Cash Management, Bank Reconciliation
Education
Clarion University of Pennsylvania 1994 — 1998
Bachelor, Finance
Mary Kay Inc. March 2013 - Present
Lower Bucks Hospital March 2007 - October 2012
PFPC 1998 - 2007
PFPC 1998 - 2007
Skills
Fund Accounting, General Ledger, Account Reconciliation, Financial Reporting, Accruals, Financial Statements, Accounting, Internal Controls, Financial Accounting, Financial Analysis, Cash Management, Bank Reconciliation
Education
Clarion University of Pennsylvania 1994 — 1998
Bachelor, Finance
Carole Harnois's PFPC Experience January 1999 - January 2000
Job Supervisor Sales and Use Tax at TJX
Industry Retail
Experience
The TJX Companies, Inc July 2009 - Present
Computershare July 2001 - June 2009
Computershare, Inc./Equiserve LLC July 2000 - July 2001
PFPC January 1999 - January 2000
Putnam InvestmentsTax January 1994 - January 1999
Skills
Tax Compliance, Sales and Use Tax, IRS Compliance
Education
Bryant College 1991 — 1994
BSBA, Accounting
Dean College 1989 — 1990
ASBA, Business Administration
The TJX Companies, Inc July 2009 - Present
Computershare July 2001 - June 2009
Computershare, Inc./Equiserve LLC July 2000 - July 2001
PFPC January 1999 - January 2000
Putnam InvestmentsTax January 1994 - January 1999
Skills
Tax Compliance, Sales and Use Tax, IRS Compliance
Education
Bryant College 1991 — 1994
BSBA, Accounting
Dean College 1989 — 1990
ASBA, Business Administration
James Shaffer's PFPC Experience 2002 - 2006
Job Vice President Head of Global Support at State Street Global Exchange
Industry Financial Services
Experience
State Street Global Exchange January 2010 - Present
State Street Global Exchange November 2006 - Present
PFPC 2002 - 2006
Skills
Bloomberg, FX Options, Financial Services, Fixed Income, Mutual Funds, Securities, Trading Systems, Electronic Trading, Equities, Asset Management, Financial Markets, Hedge Funds, Derivatives, Capital Markets, Trading, Investments, Risk Management
Education
Bridgewater State University 1986 — 1990
Bachelor of Science, Management Science
State Street Global Exchange January 2010 - Present
State Street Global Exchange November 2006 - Present
PFPC 2002 - 2006
Skills
Bloomberg, FX Options, Financial Services, Fixed Income, Mutual Funds, Securities, Trading Systems, Electronic Trading, Equities, Asset Management, Financial Markets, Hedge Funds, Derivatives, Capital Markets, Trading, Investments, Risk Management
Education
Bridgewater State University 1986 — 1990
Bachelor of Science, Management Science
Martin Mauch's PFPC Experience August 1995 - January 2000
Job Tax Manager at Tait, Weller & Baker
Industry Accounting
Experience
Tait, Weller & Baker January 2009 - Present
Tait, Weller & Baker June 2007 - Present
Tait, Weller & Baker September 2004 - May 2007
Rimmer and Company December 2001 - September 2004
MacAlpine Carll & Company January 2000 - September 2001
PFPC August 1995 - January 2000
Skills
Accounting, Auditing, Financial Accounting, Microsoft Excel, Tax Returns, Tax Accounting, Not-for-profit, Not for Profit, Internal Controls, Sarbanes-Oxley Act, CPA, US GAAP, QuickBooks, General Ledger
Education
Drexel University - College of Business and Administration 1993 — 1995
Master of Business Administration (MBA), Accounting, 3.67
Arizona State University 1983 — 1990
Bachelor of Science (B.S.), Marketing, 3.14
Tait, Weller & Baker January 2009 - Present
Tait, Weller & Baker June 2007 - Present
Tait, Weller & Baker September 2004 - May 2007
Rimmer and Company December 2001 - September 2004
MacAlpine Carll & Company January 2000 - September 2001
PFPC August 1995 - January 2000
Skills
Accounting, Auditing, Financial Accounting, Microsoft Excel, Tax Returns, Tax Accounting, Not-for-profit, Not for Profit, Internal Controls, Sarbanes-Oxley Act, CPA, US GAAP, QuickBooks, General Ledger
Education
Drexel University - College of Business and Administration 1993 — 1995
Master of Business Administration (MBA), Accounting, 3.67
Arizona State University 1983 — 1990
Bachelor of Science (B.S.), Marketing, 3.14
Diana Stanley's PFPC Experience 2003 - 2004
Job International Accounting Manager at UNCChapel Hill Institute for Global Health & Infectious Disease
Industry Higher Education
Experience
University of North Carolina at Chapel Hill July 2014 - Present
University of North Carolina at Chapel Hill February 2013 - Present
University of North Carolina at Chapel Hill November 2004 - February 2013
PFPC 2003 - 2004
PFPC 2000 - 2003
Skills
Account Reconciliation, Accounting, Microsoft Office, Budgets, Financial Reporting, Accounts Payable, Analysis, Finance, Tax, Managerial Finance, Access, Forecasting, Administration, Leadership, Human Resources, PeopleSoft, Infoporte
Education
Mt. St. Charles
Canisius College 1996 — 2000
BS
Walden University
MSPH
University of North Carolina at Chapel Hill July 2014 - Present
University of North Carolina at Chapel Hill February 2013 - Present
University of North Carolina at Chapel Hill November 2004 - February 2013
PFPC 2003 - 2004
PFPC 2000 - 2003
Skills
Account Reconciliation, Accounting, Microsoft Office, Budgets, Financial Reporting, Accounts Payable, Analysis, Finance, Tax, Managerial Finance, Access, Forecasting, Administration, Leadership, Human Resources, PeopleSoft, Infoporte
Education
Mt. St. Charles
Canisius College 1996 — 2000
BS
Walden University
MSPH
Kim Cormier's PFPC Experience December 2000 - January 2003
Job Executive Assistant/Paralegal
Industry Legal Services
Experience
Raytheon March 2009 - Present
Xcellerex February 2008 - December 2008
MetLife April 2004 - February 2008
PFPC December 2000 - January 2003
Skills
Paralegals, Administartion, Office Management, Project Management, Problem Solving, Determination, Honors & Awards, Microsoft Applications, Coordinating Meetings, Event-driven, Marketing Event Planning, Planning & Execution of..., Large Scale Events, Large Events, Travel, Executive Calendar..., Executive Reporting, Executive-Level..., Outstanding time..., Professional..., Account Origination, Real Estate, Organizational..., Planning & Organizing..., Court Proceedings, Court Cases, Court Appearances, Legal Requirements, Legal Documents, Legal Research, Legal Marketing, Legal Policy, Bowling, Caregiving, Phone Etiquette, Phone Coverage, Multi-line Phone, Phone Lines, Accountability, Accounting, Travel Arrangements, Travel Assistance, Reports, Manageability, Management, Lotus Notes, Outlook, Adobe Acrobat, Oracle, Notary Public
Education
Boston University 2012 — 2012
Advanced Paralegal Studies, Law
Stratford University 2011 — 2011
Paralegal Studies, Law
Clark University 2009 — 2010
Graphic Design, Graphic Design, A
Fisher College 2007 — 2007
Business Administration and Management, General, A
Adult Night Life Education 1995 — 1995
GED w/High Honors, General Studies, A+
Shrewsbury Public Schools 1987 — 1991
General Studies, Art and Business, A-
Raytheon March 2009 - Present
Xcellerex February 2008 - December 2008
MetLife April 2004 - February 2008
PFPC December 2000 - January 2003
Skills
Paralegals, Administartion, Office Management, Project Management, Problem Solving, Determination, Honors & Awards, Microsoft Applications, Coordinating Meetings, Event-driven, Marketing Event Planning, Planning & Execution of..., Large Scale Events, Large Events, Travel, Executive Calendar..., Executive Reporting, Executive-Level..., Outstanding time..., Professional..., Account Origination, Real Estate, Organizational..., Planning & Organizing..., Court Proceedings, Court Cases, Court Appearances, Legal Requirements, Legal Documents, Legal Research, Legal Marketing, Legal Policy, Bowling, Caregiving, Phone Etiquette, Phone Coverage, Multi-line Phone, Phone Lines, Accountability, Accounting, Travel Arrangements, Travel Assistance, Reports, Manageability, Management, Lotus Notes, Outlook, Adobe Acrobat, Oracle, Notary Public
Education
Boston University 2012 — 2012
Advanced Paralegal Studies, Law
Stratford University 2011 — 2011
Paralegal Studies, Law
Clark University 2009 — 2010
Graphic Design, Graphic Design, A
Fisher College 2007 — 2007
Business Administration and Management, General, A
Adult Night Life Education 1995 — 1995
GED w/High Honors, General Studies, A+
Shrewsbury Public Schools 1987 — 1991
General Studies, Art and Business, A-
Kim Shank's PFPC Experience May 1993 - February 2001
Job Quality Assurance Analyst
Industry Information Technology and Services
Experience
Fiserv May 2007 - March 2014
Research Design Partners, Inc. February 2006 - September 2006
PFPC May 1993 - February 2001
Skills
Client Relations, Process Improvement, Project Management, Adaptive Leadership of..., Business Analysis, Requirements Analysis, SDLC, Advanced Analytic and..., Sales and Marketing, Microsoft Office, Visio, User Acceptance Testing, Requirements Gathering
Education
Delaware County Community College
Associate of Science (A.S.), Business Administration and Management, General
Widener University
Coursework towards bachelor's degree, Computer and Information Sciences, General
Fiserv May 2007 - March 2014
Research Design Partners, Inc. February 2006 - September 2006
PFPC May 1993 - February 2001
Skills
Client Relations, Process Improvement, Project Management, Adaptive Leadership of..., Business Analysis, Requirements Analysis, SDLC, Advanced Analytic and..., Sales and Marketing, Microsoft Office, Visio, User Acceptance Testing, Requirements Gathering
Education
Delaware County Community College
Associate of Science (A.S.), Business Administration and Management, General
Widener University
Coursework towards bachelor's degree, Computer and Information Sciences, General
Kimberly Donovan's PFPC Experience June 1999 - February 2003
Job Business Development Assistant/Proposal Writer at Mott MacDonald US
Industry Writing and Editing
Experience
Mott MacDonald US May 2011 - Present
New York Life Retirement Plan Services February 2004 - May 2011
PFPC June 1999 - February 2003
Skills
Proposal Writing, Shipley, Microsoft Excel, Microsoft Word, Visio, Microsoft Office, Project Management, Marketing Communications, Leadership, Program Management, Editing, Project Planning
Education
Dean College 2008 — 2009
Associates, Business Administration
Tri-County Regional Vocational High School 1990 — 1994
HS Diploma, Cosmetology
Mott MacDonald US May 2011 - Present
New York Life Retirement Plan Services February 2004 - May 2011
PFPC June 1999 - February 2003
Skills
Proposal Writing, Shipley, Microsoft Excel, Microsoft Word, Visio, Microsoft Office, Project Management, Marketing Communications, Leadership, Program Management, Editing, Project Planning
Education
Dean College 2008 — 2009
Associates, Business Administration
Tri-County Regional Vocational High School 1990 — 1994
HS Diploma, Cosmetology
Sowjanya Kolli's PFPC Experience 2007 - 2008
Job Senior Software Engineer at Dossia
Industry Information Technology and Services
Experience
Dossia August 2012 - Present
BT Conferencing April 2008 - July 2012
Walt Disney World 2008 - 2008
PFPC 2007 - 2008
USAA 2004 - 2006
TCS 2001 - 2006
Skills
Java Enterprise Edition, Spring, Hibernate, Agile Methodologies, Struts, Tomcat, Web Services, Unix, PL/SQL, XML, Eclipse, JSP, Requirements Analysis, Software Project..., Servlets, Websphere, SDLC, Software Development, REST, Oracle, JMS, SOA, Solution Architecture, Scala, AngularJS, MongoDB, Start-ups, WebSphere, Spring Framework
Education
Banaras Hindu University
Master of Computer Applications (M.C.A.), Computer Science
Dossia August 2012 - Present
BT Conferencing April 2008 - July 2012
Walt Disney World 2008 - 2008
PFPC 2007 - 2008
USAA 2004 - 2006
TCS 2001 - 2006
Skills
Java Enterprise Edition, Spring, Hibernate, Agile Methodologies, Struts, Tomcat, Web Services, Unix, PL/SQL, XML, Eclipse, JSP, Requirements Analysis, Software Project..., Servlets, Websphere, SDLC, Software Development, REST, Oracle, JMS, SOA, Solution Architecture, Scala, AngularJS, MongoDB, Start-ups, WebSphere, Spring Framework
Education
Banaras Hindu University
Master of Computer Applications (M.C.A.), Computer Science
Mary McGrail's PFPC Experience August 2001 - April 2004
Job Senior Registered Associate at Winslow, Evans & Crocker
Industry Financial Services
Experience
Winslow, Evans & Crocker June 2010 - Present
Merrill Lynch May 2004 - February 2009
PFPC August 2001 - April 2004
Education
Nichols College 1998 — 2001
Bachelor of Science, Finance
Assumption College
Paralegal Studies
Winslow, Evans & Crocker June 2010 - Present
Merrill Lynch May 2004 - February 2009
PFPC August 2001 - April 2004
Education
Nichols College 1998 — 2001
Bachelor of Science, Finance
Assumption College
Paralegal Studies
Kirk Nevius, Jr's PFPC Experience 2000 - 2003
Job Computer Software Professional
Industry Computer Software
Experience
PFPC 2000 - 2003
Pinkerton Computer Consultants July 1997 - June 2000
Skills
SQL, Requirements Analysis, SDLC, Microsoft SQL Server, Software Project..., Java, Team Leadership, Project Management, Integration, Data Warehousing, Software Documentation, Strategic Planning, Perl, Business Analysis, IT Strategy, Troubleshooting
Education
Lycoming College 1965 — 1969
Bachelor of Arts (B.A.), Accounting
Camden County College
Certficate in Mainframe Assembler Language, Computer Science
PFPC 2000 - 2003
Pinkerton Computer Consultants July 1997 - June 2000
Skills
SQL, Requirements Analysis, SDLC, Microsoft SQL Server, Software Project..., Java, Team Leadership, Project Management, Integration, Data Warehousing, Software Documentation, Strategic Planning, Perl, Business Analysis, IT Strategy, Troubleshooting
Education
Lycoming College 1965 — 1969
Bachelor of Arts (B.A.), Accounting
Camden County College
Certficate in Mainframe Assembler Language, Computer Science
Patrick Henderson's PFPC Experience November 2003 - May 2006
Job Dynamic Financial Services Professional
Industry Financial Services
Experience
Interactive Advisory Software December 2012 - Present
Legg Mason Investment June 2006 - October 2011
PFPC November 2003 - May 2006
Merrill Lynch / State Street Bank May 1999 - October 2003
Morgan Stanley Dean Witter December 1997 - April 1999
Skills
US Equities, Fixed Income, Mutual Funds, Staff Supervision, Capital Markets, High Net Worth..., Finance, Asset Allocation, Microsoft Office, Money Management, Money Market, Anti Money Laundering, Alternative Investments, Account Reconciliation, Futures, Options, CompTIA A+ Certification
Education
Rowan University 1996 — 1997
Bachelor's degree, Finance, 3.2
Camden County College 2012 — 2012
Technology Support Specialist
Widener University 2004 — 2005
Certificate in Taxation
Interactive Advisory Software December 2012 - Present
Legg Mason Investment June 2006 - October 2011
PFPC November 2003 - May 2006
Merrill Lynch / State Street Bank May 1999 - October 2003
Morgan Stanley Dean Witter December 1997 - April 1999
Skills
US Equities, Fixed Income, Mutual Funds, Staff Supervision, Capital Markets, High Net Worth..., Finance, Asset Allocation, Microsoft Office, Money Management, Money Market, Anti Money Laundering, Alternative Investments, Account Reconciliation, Futures, Options, CompTIA A+ Certification
Education
Rowan University 1996 — 1997
Bachelor's degree, Finance, 3.2
Camden County College 2012 — 2012
Technology Support Specialist
Widener University 2004 — 2005
Certificate in Taxation
John Peers's PFPC Experience June 1994 - October 2008
Job Software Developer | Programer/Analyst
Industry Information Technology and Services
Experience
PFPC June 1994 - October 2008
Stone & Webster March 1980 - June 1994
Harvard University August 1973 - February 1980
Skills
COBOLII, Metavante CSF, JCL, VSAM, EZTRIEVE, TSO, Fileaid, ISPF, IBM Utilities, Microsoft Excel, Microsoft Word, Access, PowerPoint, SQL, Crystal Reports, Adobe Creative Suite, Photoshop, Photography, DB2, COBOL, Easytrieve, Analysis, Software Development, Testing
Education
New Horizons Computer Learning Center 2009 — 2010
Boston University 1978 — 1978
Massachusetts Institute of Technology 1968 — 1973
Bachelor of Science (BS)
PFPC June 1994 - October 2008
Stone & Webster March 1980 - June 1994
Harvard University August 1973 - February 1980
Skills
COBOLII, Metavante CSF, JCL, VSAM, EZTRIEVE, TSO, Fileaid, ISPF, IBM Utilities, Microsoft Excel, Microsoft Word, Access, PowerPoint, SQL, Crystal Reports, Adobe Creative Suite, Photoshop, Photography, DB2, COBOL, Easytrieve, Analysis, Software Development, Testing
Education
New Horizons Computer Learning Center 2009 — 2010
Boston University 1978 — 1978
Massachusetts Institute of Technology 1968 — 1973
Bachelor of Science (BS)
Ayanna Warren's PFPC Experience February 2002 - May 2005
Job Financial Services Professional
Industry Financial Services
Experience
The Hartford 2006 - 2010
PFPC February 2002 - May 2005
Education
DeVry University
Business Administration and Management, General
Delaware County Community College
Computer Technology/Computer Systems Technology
The Hartford 2006 - 2010
PFPC February 2002 - May 2005
Education
DeVry University
Business Administration and Management, General
Delaware County Community College
Computer Technology/Computer Systems Technology
Tariq Hafeez's PFPC Experience April 2005 - March 2006
Job Associate Manager AVP Private Equity Fund Services at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase & Co. June 2014 - Present
RESIG, LLC November 2013 - April 2014
Citco Fund Services April 2006 - October 2013
PFPC April 2005 - March 2006
CSG Apparell, LLC May 2004 - March 2005
Skills
Hedge Funds, Private Equity, Investment accounting, Mutual Funds, US GAAP, Asset Management, Finance, Accounting, Account Reconciliation, Financial Statements, Distressed Debt, Fixed Income, Equity Swaps, CDS, Microsoft Excel, Pivot Tables, V Lookups, Investran, Corporate Actions
Education
BARUCH COLLEGE (CUNY) - ZICKLIN SCHOOL OF BUSINESS 2002 — 2004
Bachelor of Business Administration (BBA), Accounting and Finance
The City University of New York - The City College of New York 2000 — 2002
JPMorgan Chase & Co. June 2014 - Present
RESIG, LLC November 2013 - April 2014
Citco Fund Services April 2006 - October 2013
PFPC April 2005 - March 2006
CSG Apparell, LLC May 2004 - March 2005
Skills
Hedge Funds, Private Equity, Investment accounting, Mutual Funds, US GAAP, Asset Management, Finance, Accounting, Account Reconciliation, Financial Statements, Distressed Debt, Fixed Income, Equity Swaps, CDS, Microsoft Excel, Pivot Tables, V Lookups, Investran, Corporate Actions
Education
BARUCH COLLEGE (CUNY) - ZICKLIN SCHOOL OF BUSINESS 2002 — 2004
Bachelor of Business Administration (BBA), Accounting and Finance
The City University of New York - The City College of New York 2000 — 2002
William Mogaka's PFPC Experience 1998 - 2006
Job Finance at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase 2007 - Present
PFPC 1998 - 2006
Skills
Financial Modeling, Financial Analysis, Banking, Accounting, Finance, Credit, Sarbanes-Oxley Act
Education
Cheyney University of Pennsylvania
Bachelor of Science (BS), Accounting
JPMorgan Chase 2007 - Present
PFPC 1998 - 2006
Skills
Financial Modeling, Financial Analysis, Banking, Accounting, Finance, Credit, Sarbanes-Oxley Act
Education
Cheyney University of Pennsylvania
Bachelor of Science (BS), Accounting
Marybeth West's PFPC Experience October 2004 - April 2006
Job Registered Nurse at Christiana Care
Industry Hospital & Health Care
Experience
Go Care November 2013 - October 2014
Vitalize Consulting Solutions, an SAIC company 2007 - 2009
PFPC October 2004 - April 2006
Accenture January 2003 - May 2004
Skills
Microsoft Office, QuickBooks, Typing, Oracle, Lotus Notes, Lotus 123
Education
Delaware Technical and Community College-Stanton-Wilmington 2009 — 2013
Associate's degree, Registered Nursing/Registered Nurse, Graduated Cum Laude
Wilmington University
Bachelor’s Degree, RN to BSN
Go Care November 2013 - October 2014
Vitalize Consulting Solutions, an SAIC company 2007 - 2009
PFPC October 2004 - April 2006
Accenture January 2003 - May 2004
Skills
Microsoft Office, QuickBooks, Typing, Oracle, Lotus Notes, Lotus 123
Education
Delaware Technical and Community College-Stanton-Wilmington 2009 — 2013
Associate's degree, Registered Nursing/Registered Nurse, Graduated Cum Laude
Wilmington University
Bachelor’s Degree, RN to BSN