PFPC Company
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PFPC Employees
Employee
Years
Job
Industry
Ahmed Musah Ahmed Musah's PFPC Experience February 2007 - July 2010
Job Senior Accountant at BNY Mellon
Industry Financial Services
Experience
BNY Mellon February 2010 - Present
PFPC February 2007 - July 2010
CPS-Customer Services September 1998 - February 2007
Skills
General Ledger, Auditing, Internal Controls, Analysis, Microsoft Office, Accounting, Payroll, Variance Analysis, Financial Statements, Cash Flow, Budgets, Invoicing
Education
Saint Joseph’s University 2010 — 2013
Post Master’s in Applied Behavior Analysis, ABA
Lincoln University 2004 — 2006
MSc in Administration., Budget & Finance
Institute of Chartered Accountants of Ghana 1995 — 1998
ICA Accounting & Finance, Accounting and Finance
Ghana Secondary School
Ghana Secondary School
BNY Mellon February 2010 - Present
PFPC February 2007 - July 2010
CPS-Customer Services September 1998 - February 2007
Skills
General Ledger, Auditing, Internal Controls, Analysis, Microsoft Office, Accounting, Payroll, Variance Analysis, Financial Statements, Cash Flow, Budgets, Invoicing
Education
Saint Joseph’s University 2010 — 2013
Post Master’s in Applied Behavior Analysis, ABA
Lincoln University 2004 — 2006
MSc in Administration., Budget & Finance
Institute of Chartered Accountants of Ghana 1995 — 1998
ICA Accounting & Finance, Accounting and Finance
Ghana Secondary School
Ghana Secondary School
Doug Laughlin Doug Laughlin's PFPC Experience 1999 - 2000
Job Accountant Auditor
Industry Accounting
Experience
Apollo Group 2009 - Present
Moss Adams LLP 2006 - 2008
TMI 2005 - 2006
Clifton Gunderson LLP 2004 - 2005
Hosack, Specht, Muetzel, and Wood LLP 2000 - 2004
PFPC 1999 - 2000
Skills
Financial Reporting, Sarbanes-Oxley Act, GAAP, Finance, Internal Controls, Accounting, Financial Analysis, Financial Statements, Internal Audit, Cost Accounting, US GAAP, Variance Analysis, Auditing, SEC filings, Financial Accounting
Education
University of Phoenix 2010 — 2011
Masters, Business Administration
Indiana University of Pennsylvania 1994 — 1998
Bachelors of Science, Accounting
Apollo Group 2009 - Present
Moss Adams LLP 2006 - 2008
TMI 2005 - 2006
Clifton Gunderson LLP 2004 - 2005
Hosack, Specht, Muetzel, and Wood LLP 2000 - 2004
PFPC 1999 - 2000
Skills
Financial Reporting, Sarbanes-Oxley Act, GAAP, Finance, Internal Controls, Accounting, Financial Analysis, Financial Statements, Internal Audit, Cost Accounting, US GAAP, Variance Analysis, Auditing, SEC filings, Financial Accounting
Education
University of Phoenix 2010 — 2011
Masters, Business Administration
Indiana University of Pennsylvania 1994 — 1998
Bachelors of Science, Accounting
Marcia Dennis Marcia Dennis's PFPC Experience December 1999 - March 2000
Job Vice President at Ascensus
Industry Financial Services
Experience
Ascensus April 2008 - Present
BISYS 2004 - 2008
BISYS 2000 - 2004
PFPC December 1999 - March 2000
First Data Corporation January 1997 - 1999
Fund/Plan Services 1990 - 1997
Skills
Project Management, Strategic Planning, Process Improvement, Team Building, Microsoft Excel, Microsoft Office, Business Analysis, Change Management, Customer Service, Risk Management, Budgets, Team Leadership, Program Management, PowerPoint, New Business Development, Microsoft Word, Operations Management, Negotiation, Management, Financial Services, Coaching, Project Planning, Leadership, 401k, Strategy, Mutual Funds, Financial Analysis, Banking, Insurance, Analysis, Business Process..., Investments
Education
Drew University 1986 — 1990
Ascensus April 2008 - Present
BISYS 2004 - 2008
BISYS 2000 - 2004
PFPC December 1999 - March 2000
First Data Corporation January 1997 - 1999
Fund/Plan Services 1990 - 1997
Skills
Project Management, Strategic Planning, Process Improvement, Team Building, Microsoft Excel, Microsoft Office, Business Analysis, Change Management, Customer Service, Risk Management, Budgets, Team Leadership, Program Management, PowerPoint, New Business Development, Microsoft Word, Operations Management, Negotiation, Management, Financial Services, Coaching, Project Planning, Leadership, 401k, Strategy, Mutual Funds, Financial Analysis, Banking, Insurance, Analysis, Business Process..., Investments
Education
Drew University 1986 — 1990
Chris Neal, MAI Chris Neal, MAI's PFPC Experience June 2001 - September 2003
Job Associate Industrial at ColliersInternational
Industry Real Estate
Experience
Colliers-International November 2014 - Present
IRR November 2003 - November 2014
PFPC June 2001 - September 2003
First Union Securities April 2000 - February 2001
Skills
Commercial Real Estate, Valuation
Education
University of North Carolina at Wilmington 1997 — 1999
Bachelor of Science, Finance
Elon University 1995 — 1997
Colliers-International November 2014 - Present
IRR November 2003 - November 2014
PFPC June 2001 - September 2003
First Union Securities April 2000 - February 2001
Skills
Commercial Real Estate, Valuation
Education
University of North Carolina at Wilmington 1997 — 1999
Bachelor of Science, Finance
Elon University 1995 — 1997
Andy Gilson's PFPC Experience September 1999 - July 2005
Job
Industry
Experience
Colorado Capital Management September 2007 - Present
Raymond James Financial Inc. July 2005 - July 2007
PFPC September 1999 - July 2005
Skills
PowerPoint, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
King's College 1993 — 1997
Bachelor of Arts (BA), Mass Communication/Media Studies
Colorado Capital Management September 2007 - Present
Raymond James Financial Inc. July 2005 - July 2007
PFPC September 1999 - July 2005
Skills
PowerPoint, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
King's College 1993 — 1997
Bachelor of Arts (BA), Mass Communication/Media Studies
William (Billy) McCabe William (Billy) McCabe's PFPC Experience 2003 - 2004
Job Worker Bee at WJM Computer Consulting
Industry Financial Services
Experience
Fidelity Investments via WJM Computer Consulting September 2014 - Present
State Street via WJM Computer Consulting March 2014 - May 2014
Hong Kong and Shanghai Banking Corporation April 2013 - December 2013
Fidelity Investments 2007 - November 2012
State Street March 2005 - February 2006
Putnam Investments 2006 - 2006
PFPC 2003 - 2004
Fidelity Investments 1998 - 2000
Castor Music August 1993 - October 1999
J.P. Morgan September 1993 - September 1998
Skills
Business Analysis, Fixed Income, User Acceptance Testing, Options, Trading, Securities, Microsoft SQL Server, Investments, Mutual Funds, Equities, SDLC, XML, Web Services, CICS, Programming, Trading System, Municipalities, Portfolio Management, Bonds, Asset Allocation, Series 7, Series 63, Financial Services, Trading Systems, FX Options, Asset Management, Municipal Bond Expertise, Separately Managed..., COBOL, Performance Analysis, Portfolio Statistics, Portfolio Attribution
Education
Hofstra University 1987 — 1989
Batchelor of Business Administration, Finance
Nassau Community College 1985 — 1987
Associates, Business Administration
University of Rhode Island
Fidelity Investments via WJM Computer Consulting September 2014 - Present
State Street via WJM Computer Consulting March 2014 - May 2014
Hong Kong and Shanghai Banking Corporation April 2013 - December 2013
Fidelity Investments 2007 - November 2012
State Street March 2005 - February 2006
Putnam Investments 2006 - 2006
PFPC 2003 - 2004
Fidelity Investments 1998 - 2000
Castor Music August 1993 - October 1999
J.P. Morgan September 1993 - September 1998
Skills
Business Analysis, Fixed Income, User Acceptance Testing, Options, Trading, Securities, Microsoft SQL Server, Investments, Mutual Funds, Equities, SDLC, XML, Web Services, CICS, Programming, Trading System, Municipalities, Portfolio Management, Bonds, Asset Allocation, Series 7, Series 63, Financial Services, Trading Systems, FX Options, Asset Management, Municipal Bond Expertise, Separately Managed..., COBOL, Performance Analysis, Portfolio Statistics, Portfolio Attribution
Education
Hofstra University 1987 — 1989
Batchelor of Business Administration, Finance
Nassau Community College 1985 — 1987
Associates, Business Administration
University of Rhode Island
Michael Davisson's PFPC Experience 2002 - 2006
Job Vice President, Senior Financial Advisor, Univest Municipal Pension Services
Industry Financial Services
Experience
Univest Bank and Trust Co. October 2011 - Present
Pershing LLC November 2010 - October 2011
JPMorgan Chase January 2007 - April 2010
JPMorgan Chase 2006 - 2007
PFPC 2002 - 2006
SEI Investments 2000 - 2001
SEI Investments 1998 - 2000
SEI Investments 1996 - 1998
SEI Investments 1994 - 1996
Skills
Asset Management, Banking, Asset Managment, Investments, Portfolio Management, Series 63, Global Custody, ETFs, Mutual Funds, Financial Services, Wealth Management, CRM, Investment Advisory, Project Management, Alternative Investments, Pensions, Securities, Municipalities, Asset Allocation, Relationship Management, Series 7, Investment Management
Education
Kent State University 1977 — 1980
Bachelor of Business Administration, Business Mgmt./Finance
Saint Joseph's University
Master of Business Administration
Univest Bank and Trust Co. October 2011 - Present
Pershing LLC November 2010 - October 2011
JPMorgan Chase January 2007 - April 2010
JPMorgan Chase 2006 - 2007
PFPC 2002 - 2006
SEI Investments 2000 - 2001
SEI Investments 1998 - 2000
SEI Investments 1996 - 1998
SEI Investments 1994 - 1996
Skills
Asset Management, Banking, Asset Managment, Investments, Portfolio Management, Series 63, Global Custody, ETFs, Mutual Funds, Financial Services, Wealth Management, CRM, Investment Advisory, Project Management, Alternative Investments, Pensions, Securities, Municipalities, Asset Allocation, Relationship Management, Series 7, Investment Management
Education
Kent State University 1977 — 1980
Bachelor of Business Administration, Business Mgmt./Finance
Saint Joseph's University
Master of Business Administration
Derric Rushlow's PFPC Experience May 1996 - May 1999
Job VUE (Vanuguard Unmatchable Excellence) Project Administrator at Vanguard
Industry Financial Services
Experience
Vanguard April 2015 - Present
Vanguard June 2006 - April 2015
Vanguard May 2004 - June 2006
Vanguard 1999 - May 2004
PFPC May 1996 - May 1999
Skills
SharePoint, Business Analysis, Process Improvement, Project Management, Customer Service, Microsoft Office, Team Leadership, Adobe Creative Suite, Strategic Planning, Relationship Management, Customer Satisfaction, Information Security..., Risk Management, WebTrends Analytics, Visio, Vendor Management, Access, Security, CRM, Information Security, Leadership
Education
Lake Land College 1994 — 1996
Graphic Design
Liberty University 1991 — 1993
Design and Applied Arts
Vanguard April 2015 - Present
Vanguard June 2006 - April 2015
Vanguard May 2004 - June 2006
Vanguard 1999 - May 2004
PFPC May 1996 - May 1999
Skills
SharePoint, Business Analysis, Process Improvement, Project Management, Customer Service, Microsoft Office, Team Leadership, Adobe Creative Suite, Strategic Planning, Relationship Management, Customer Satisfaction, Information Security..., Risk Management, WebTrends Analytics, Visio, Vendor Management, Access, Security, CRM, Information Security, Leadership
Education
Lake Land College 1994 — 1996
Graphic Design
Liberty University 1991 — 1993
Design and Applied Arts
Renee Judson's PFPC Experience September 2001 - April 2002
Job Senior Marketing Manager at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase August 2012 - Present
JP Morgan Chase January 2010 - August 2012
JPMorgan Chase August 2007 - January 2010
First Data March 2005 - July 2007
Info Systems/MTM Technologies April 2002 - March 2005
PFPC September 2001 - April 2002
Applied Card Systems May 2001 - September 2001
JP Morgan Chase October 2000 - May 2001
Skills
Relationship Management, Banking, Financial Services, Analytics, Direct Marketing, Payments, Credit Cards, Marketing Management, Organizational..., CRM, Electronic Payments, Customer Acquisition, Creative Direction, Product Management, Advertising, Mergers & Acquisitions, Sales, Management, Product Development, Marketing, Debit Cards, Customer Experience, Direct Mail, Customer Insight, Market Research, Strategy, Payment Card Processing, Sales Operations, Segmentation, Vendor Management, Human Resources, E-commerce, Multi-channel Marketing
Education
Goldey-Beacom College 2005 — 2007
Graduate
Goldey Beacom College 1998 — 2002
JPMorgan Chase August 2012 - Present
JP Morgan Chase January 2010 - August 2012
JPMorgan Chase August 2007 - January 2010
First Data March 2005 - July 2007
Info Systems/MTM Technologies April 2002 - March 2005
PFPC September 2001 - April 2002
Applied Card Systems May 2001 - September 2001
JP Morgan Chase October 2000 - May 2001
Skills
Relationship Management, Banking, Financial Services, Analytics, Direct Marketing, Payments, Credit Cards, Marketing Management, Organizational..., CRM, Electronic Payments, Customer Acquisition, Creative Direction, Product Management, Advertising, Mergers & Acquisitions, Sales, Management, Product Development, Marketing, Debit Cards, Customer Experience, Direct Mail, Customer Insight, Market Research, Strategy, Payment Card Processing, Sales Operations, Segmentation, Vendor Management, Human Resources, E-commerce, Multi-channel Marketing
Education
Goldey-Beacom College 2005 — 2007
Graduate
Goldey Beacom College 1998 — 2002
Randy Lockridge Randy Lockridge's PFPC Experience April 2002 - May 2008
Job Sr. Solutions Engineer at Micro Focus
Industry Computer Software
Experience
Micro Focus May 2008 - Present
PFPC April 2002 - May 2008
Oxford Global Resources January 2002 - April 2002
Micro Focus January 1996 - May 2001
BankSouth 1989 - October 1995
Information Systems of America 1987 - 1989
SunTrust Bank November 1986 - April 1988
National Bank of Georgia 1986 - 1987
Skills
Pre-sales, COBOL, Enterprise Software, Mainframe, DB2, Enterprise Architecture, SDLC, Software Development, IBM Mainframe, SOA, CICS, JCL, Solution Architecture, SQL, Business Analysis, Customer Service, Programming, Sales Enablement, Microsoft Office, Integration, SaaS, Professional Services, Solution Selling, Agile Methodologies, Middleware, Cloud Computing, C#, Requirements Analysis, Databases, Unix, Business Intelligence, Software Industry, Scrum, Application Development, Customer Relations, Software Project..., Oracle, Web Services, XML, Data Warehousing
Education
West Chester University of Pennsylvania 2003 — 2006
MBA, Economics & Finance
Georgia State University 1977 — 1989
BBA, Computer Information Systems
Micro Focus May 2008 - Present
PFPC April 2002 - May 2008
Oxford Global Resources January 2002 - April 2002
Micro Focus January 1996 - May 2001
BankSouth 1989 - October 1995
Information Systems of America 1987 - 1989
SunTrust Bank November 1986 - April 1988
National Bank of Georgia 1986 - 1987
Skills
Pre-sales, COBOL, Enterprise Software, Mainframe, DB2, Enterprise Architecture, SDLC, Software Development, IBM Mainframe, SOA, CICS, JCL, Solution Architecture, SQL, Business Analysis, Customer Service, Programming, Sales Enablement, Microsoft Office, Integration, SaaS, Professional Services, Solution Selling, Agile Methodologies, Middleware, Cloud Computing, C#, Requirements Analysis, Databases, Unix, Business Intelligence, Software Industry, Scrum, Application Development, Customer Relations, Software Project..., Oracle, Web Services, XML, Data Warehousing
Education
West Chester University of Pennsylvania 2003 — 2006
MBA, Economics & Finance
Georgia State University 1977 — 1989
BBA, Computer Information Systems
Ned Daniels's PFPC Experience 1999 - 2001
Job Senior Manager, Business Development at ThinkingPhones
Industry Computer Software
Experience
ThinkingPhones February 2015 - Present
Aspen Technology March 2014 - February 2015
PTC October 2012 - March 2014
Parametric Technology Corporation August 2010 - October 2012
The MathWorks Inc June 2008 - August 2010
The Mathworks June 2006 - June 2008
SilkRoad technology June 2005 - June 2006
PFPC 1999 - 2001
Skills
CRM, Direct Sales, Sales Management, Solution Selling, Account Management, Sales, Recruiting, Negotiation, Sales Operations, Strategy, Channel Partners, Lead Generation, Business Development, Software Industry, Management, Salesforce.com, SaaS, Sales Process, Market Research, Strategic Partnerships, Selling, Product Management, Enterprise Software, Cold Calling, Professional Services, Product Marketing, Sales Presentations, Sales Enablement, Demand Generation, Partner Management, Go-to-market Strategy, Cloud Computing
Education
Framingham State University 2002 — 2005
BA, Psychology
ThinkingPhones February 2015 - Present
Aspen Technology March 2014 - February 2015
PTC October 2012 - March 2014
Parametric Technology Corporation August 2010 - October 2012
The MathWorks Inc June 2008 - August 2010
The Mathworks June 2006 - June 2008
SilkRoad technology June 2005 - June 2006
PFPC 1999 - 2001
Skills
CRM, Direct Sales, Sales Management, Solution Selling, Account Management, Sales, Recruiting, Negotiation, Sales Operations, Strategy, Channel Partners, Lead Generation, Business Development, Software Industry, Management, Salesforce.com, SaaS, Sales Process, Market Research, Strategic Partnerships, Selling, Product Management, Enterprise Software, Cold Calling, Professional Services, Product Marketing, Sales Presentations, Sales Enablement, Demand Generation, Partner Management, Go-to-market Strategy, Cloud Computing
Education
Framingham State University 2002 — 2005
BA, Psychology
Caleb Hampton Caleb Hampton's PFPC Experience June 2002 - October 2003
Job Digital and IT Strategist; Project Delivery Leader
Industry Information Technology and Services
Experience
New Balance Athletic Shoes May 2009 - Present
Sapient Corporation September 2005 - May 2009
Harvard University June 2004 - September 2005
PFPC June 2002 - October 2003
Sapient Corporation December 1999 - April 2002
Computer Sciences Corp (CSC) January 1998 - December 1999
PECO Energy November 1995 - December 1998
Malvern Shipping June 1994 - November 1995
Bell Atlantic September 1991 - July 1993
Skills
Project Delivery, IT Strategy, IT Management, Vendor Management, Program Management, Digital Strategy, Mobile Applications, Enterprise Software, Strategic Leadership, E-commerce, PMO, PMP, Software Development, Demandware, Creative Problem Solving, Agile Project Management, Resource Management, Cross-functional Team..., Intranet Strategy, Intrapreneurship, Management, Leadership, Project Management, ERP
Education
Saint Joseph's University - Erivan K. Haub School of Business 1993 — 1998
MBA, Management concentration
Georgetown University 2006 — 2006
Senior Executive Leadership Certificate
West Chester University of Pennsylvania 1988 — 1992
B.S., Computer Science
New Balance Athletic Shoes May 2009 - Present
Sapient Corporation September 2005 - May 2009
Harvard University June 2004 - September 2005
PFPC June 2002 - October 2003
Sapient Corporation December 1999 - April 2002
Computer Sciences Corp (CSC) January 1998 - December 1999
PECO Energy November 1995 - December 1998
Malvern Shipping June 1994 - November 1995
Bell Atlantic September 1991 - July 1993
Skills
Project Delivery, IT Strategy, IT Management, Vendor Management, Program Management, Digital Strategy, Mobile Applications, Enterprise Software, Strategic Leadership, E-commerce, PMO, PMP, Software Development, Demandware, Creative Problem Solving, Agile Project Management, Resource Management, Cross-functional Team..., Intranet Strategy, Intrapreneurship, Management, Leadership, Project Management, ERP
Education
Saint Joseph's University - Erivan K. Haub School of Business 1993 — 1998
MBA, Management concentration
Georgetown University 2006 — 2006
Senior Executive Leadership Certificate
West Chester University of Pennsylvania 1988 — 1992
B.S., Computer Science
Tina L. Mitchell's PFPC Experience January 2000 - April 2004
Job MERCK Medical Team Specialist
Industry Hospital & Health Care
Experience
TeleRx -Merck Subsidiary February 2014 - Present
Procura Management Inc. May 2012 - February 2013
Lansdale School of Business 2012 - 2013
U.S. Maintenance Inc. November 2010 - May 2012
Reimbursement Technologies Inc. May 2011 - November 2011
Wilmington Finance Inc. March 2005 - August 2008
PFPC January 2000 - April 2004
Skills
Insurance, Mutual Funds, Microsoft Excel, Customer Service, Client Services,, Medical Billing,..., 401 K Plans, Benefits,..., Business Analysis, Accounting, Medicare, Data Entry, Outlook, Training, Medical Billing, Process Improvement, Medicaid, Access, Budgets, Team Building, Employee Relations, Account Management, Time Management, Supervisory Skills, Process Scheduler, Customer Satisfaction, Leadership, Healthcare Management, Administrative..., Sales, Human Resources, Health Insurance, Medical Terminology, Team Leadership, HIPAA, Employee Training, Healthcare, Invoicing
Education
Lansdale School of Business 2011 — 2013
MAS (Medical Admin Specialist), Health/Health Care Administration/Management, 3.5 GPA
Fairmont State University 1984 — 1989
Bachelor's degree, Business Administration
TeleRx -Merck Subsidiary February 2014 - Present
Procura Management Inc. May 2012 - February 2013
Lansdale School of Business 2012 - 2013
U.S. Maintenance Inc. November 2010 - May 2012
Reimbursement Technologies Inc. May 2011 - November 2011
Wilmington Finance Inc. March 2005 - August 2008
PFPC January 2000 - April 2004
Skills
Insurance, Mutual Funds, Microsoft Excel, Customer Service, Client Services,, Medical Billing,..., 401 K Plans, Benefits,..., Business Analysis, Accounting, Medicare, Data Entry, Outlook, Training, Medical Billing, Process Improvement, Medicaid, Access, Budgets, Team Building, Employee Relations, Account Management, Time Management, Supervisory Skills, Process Scheduler, Customer Satisfaction, Leadership, Healthcare Management, Administrative..., Sales, Human Resources, Health Insurance, Medical Terminology, Team Leadership, HIPAA, Employee Training, Healthcare, Invoicing
Education
Lansdale School of Business 2011 — 2013
MAS (Medical Admin Specialist), Health/Health Care Administration/Management, 3.5 GPA
Fairmont State University 1984 — 1989
Bachelor's degree, Business Administration
Clayton Burton Clayton Burton's PFPC Experience 1986 - 2003
Job Managing Partner at Carty Consulting
Industry Financial Services
Experience
Carty Consulting June 2012 - Present
Credit Suisse May 2011 - May 2012
PrimeFundSolutions August 2009 - May 2011
Fortis Bank (Cayman) January 2008 - August 2009
Fortis Prime Fund Solutions (USA) April 2004 - January 2008
PFPC 1986 - 2003
U.S. Coast Guard 1978 - 1982
Skills
Mutual Funds, Hedge Funds, Alternative Investments, Fund Administration, Business Strategy, Management Consulting, Directorship, Not for Profit, Financial Services, Structured Products, Equities, Fund Accounting, Fund Of Funds, Fixed Income, Accounting, Capital Markets, Private Banking, Banking, Back Office, Asset Management, Securities, Private Equity, Relationship Management, Portfolio Management, Investments, Investment Management, Financial Markets, Bloomberg, Trading, FX Options, Valuation, Investment Banking, Derivatives, Wealth Management, Structured Finance, Emerging Markets, Bonds, Investment Strategies, ETFs
Education
Grove City College
Economics
Muhlenberg College
BA, Psychology with a minor in Accounting
Carty Consulting June 2012 - Present
Credit Suisse May 2011 - May 2012
PrimeFundSolutions August 2009 - May 2011
Fortis Bank (Cayman) January 2008 - August 2009
Fortis Prime Fund Solutions (USA) April 2004 - January 2008
PFPC 1986 - 2003
U.S. Coast Guard 1978 - 1982
Skills
Mutual Funds, Hedge Funds, Alternative Investments, Fund Administration, Business Strategy, Management Consulting, Directorship, Not for Profit, Financial Services, Structured Products, Equities, Fund Accounting, Fund Of Funds, Fixed Income, Accounting, Capital Markets, Private Banking, Banking, Back Office, Asset Management, Securities, Private Equity, Relationship Management, Portfolio Management, Investments, Investment Management, Financial Markets, Bloomberg, Trading, FX Options, Valuation, Investment Banking, Derivatives, Wealth Management, Structured Finance, Emerging Markets, Bonds, Investment Strategies, ETFs
Education
Grove City College
Economics
Muhlenberg College
BA, Psychology with a minor in Accounting
Bridgette Wuabu Bridgette Wuabu's PFPC Experience June 2000 - July 2002
Job Field & Client Engagement at Morgan Stanley
Industry Financial Services
Experience
Marlin Business Services Corp May 2013 - October 2014
Merrill Lynch May 2011 - February 2012
Bank of America Merrill Lynch November 2008 - 2011
Merrill Lynch May 2006 - November 2008
Merrill Lynch May 2005 - May 2006
MassMutual Financial Group May 2003 - August 2003
PFPC June 2000 - July 2002
Skills
Marketing Strategy, Financial Services, Marketing, Product Development, Financial Analysis, Business Strategy, Competitive Analysis, Direct Marketing, Finance, Management, Portfolio Management, Program Management, Sales, Strategic Planning, Strategy, Mergers
Education
University of Virginia Darden School of Business 2002 — 2004
MBA, Business Administration
Kwame Nkrumah' University of Science and Technology, Kumasi 1993 — 1997
BA, Social Sciences
Marlin Business Services Corp May 2013 - October 2014
Merrill Lynch May 2011 - February 2012
Bank of America Merrill Lynch November 2008 - 2011
Merrill Lynch May 2006 - November 2008
Merrill Lynch May 2005 - May 2006
MassMutual Financial Group May 2003 - August 2003
PFPC June 2000 - July 2002
Skills
Marketing Strategy, Financial Services, Marketing, Product Development, Financial Analysis, Business Strategy, Competitive Analysis, Direct Marketing, Finance, Management, Portfolio Management, Program Management, Sales, Strategic Planning, Strategy, Mergers
Education
University of Virginia Darden School of Business 2002 — 2004
MBA, Business Administration
Kwame Nkrumah' University of Science and Technology, Kumasi 1993 — 1997
BA, Social Sciences
Colin Moran Colin Moran's PFPC Experience June 2006 - August 2006
Job Statistical Research Analyst at Investment Company Institute
Industry Financial Services
Experience
Investment Company Institute May 2013 - Present
Investment Company Institute October 2011 - May 2013
Investment Company Institute March 2010 - October 2011
Investment Company Institute January 2009 - March 2010
Investment Company Institute September 2007 - January 2009
PFPC June 2006 - August 2006
Skills
Mutual Funds, Investments, Analysis, Data Analysis, Bloomberg, Access, Research, Financial Modeling, Economics, SAS, Microsoft Office, Leadership, Statistics
Education
James Madison University 2003 — 2007
B.B.A., Finance
James Madison University 2003 — 2007
Investment Company Institute May 2013 - Present
Investment Company Institute October 2011 - May 2013
Investment Company Institute March 2010 - October 2011
Investment Company Institute January 2009 - March 2010
Investment Company Institute September 2007 - January 2009
PFPC June 2006 - August 2006
Skills
Mutual Funds, Investments, Analysis, Data Analysis, Bloomberg, Access, Research, Financial Modeling, Economics, SAS, Microsoft Office, Leadership, Statistics
Education
James Madison University 2003 — 2007
B.B.A., Finance
James Madison University 2003 — 2007
Bryan Dalesandro, CFP® Bryan Dalesandro, CFP®'s PFPC Experience May 1996 - September 1999
Job Director at Concentus Wealth Advisors
Industry Financial Services
Experience
Concentus Wealth Advisors November 2014 - Present
CMS Companies January 2006 - March 2014
Citco Fund Services February 2005 - December 2005
Fisher Investments July 2001 - January 2005
AXA Advisors October 1999 - June 2001
PFPC May 1996 - September 1999
Skills
Investments, Asset Allocation, Wealth Management, Alternative Investments, Financial Services, Strategic Financial..., Estate Planning, Portfolio Management, Investment Strategies, Insurance, Retirement Planning, Finance, Investment Advisory, Financial Advisory, Wealth
Education
Saint Joseph's University
Master of Science (M.S.), Financial Services
Lycoming College 1991 — 1995
Bachelor of Arts (B.A.), Finance, Economics, & Accounting
The American College
Concentus Wealth Advisors November 2014 - Present
CMS Companies January 2006 - March 2014
Citco Fund Services February 2005 - December 2005
Fisher Investments July 2001 - January 2005
AXA Advisors October 1999 - June 2001
PFPC May 1996 - September 1999
Skills
Investments, Asset Allocation, Wealth Management, Alternative Investments, Financial Services, Strategic Financial..., Estate Planning, Portfolio Management, Investment Strategies, Insurance, Retirement Planning, Finance, Investment Advisory, Financial Advisory, Wealth
Education
Saint Joseph's University
Master of Science (M.S.), Financial Services
Lycoming College 1991 — 1995
Bachelor of Arts (B.A.), Finance, Economics, & Accounting
The American College
Raffaela Toselli Raffaela Toselli's PFPC Experience March 2004 - April 2005
Job Junior Accountant at Environmental Investigation Agency
Industry Financial Services
Experience
Epik International July 2015 - September 2015
Environmental Investigation Agency March 2015 - April 2015
RegNet Enviornmental Services June 2014 - September 2014
O'Sullivans Irish Pub March 2008 - November 2010
RiRa Restaurant/ Pub March 2006 - September 2007
BBH Brothers June 2005 - December 2005
BBH Brothers March 2005 - November 2005
PFPC March 2004 - April 2005
PFPC International Ltd February 2003 - March 2005
Bank of Ireland Global Markets October 2003 - January 2004
Skills
Banking, Accounting, Fixed Income, Analysis, Management, Financial Services, Derivatives, Account Reconciliation, Corporate Actions, Certificate in Mutual..., Equities, Internal Controls, Trading, Mutual Funds, Customer Service, Bloomberg, Securities, Investments, SharePoint, QuickBooks
Education
2009 Strayers University 2007 — 2010
MBA, Management
Strayer University 2008 — 2009
MBA -, Management
2005 - 2006 Institute of Bankers 2005 — 2006
BSc, Management
Institute of Bankers 2005 — 2006
Certificate, In Mutual Funds
DIT 2001 — 2003
BSc Finance, Finance Accountant, Management Accountant, Economics, Corporate Accountant, Law
DIT Dublin 1998 — 2003
BSc, Finance
Dublin Institute of Technology 1998 — 2003
Certificate, Business Studies
Dominican College 1993 — 1998
High School Diploma, Business/Managerial Economics
Epik International July 2015 - September 2015
Environmental Investigation Agency March 2015 - April 2015
RegNet Enviornmental Services June 2014 - September 2014
O'Sullivans Irish Pub March 2008 - November 2010
RiRa Restaurant/ Pub March 2006 - September 2007
BBH Brothers June 2005 - December 2005
BBH Brothers March 2005 - November 2005
PFPC March 2004 - April 2005
PFPC International Ltd February 2003 - March 2005
Bank of Ireland Global Markets October 2003 - January 2004
Skills
Banking, Accounting, Fixed Income, Analysis, Management, Financial Services, Derivatives, Account Reconciliation, Corporate Actions, Certificate in Mutual..., Equities, Internal Controls, Trading, Mutual Funds, Customer Service, Bloomberg, Securities, Investments, SharePoint, QuickBooks
Education
2009 Strayers University 2007 — 2010
MBA, Management
Strayer University 2008 — 2009
MBA -, Management
2005 - 2006 Institute of Bankers 2005 — 2006
BSc, Management
Institute of Bankers 2005 — 2006
Certificate, In Mutual Funds
DIT 2001 — 2003
BSc Finance, Finance Accountant, Management Accountant, Economics, Corporate Accountant, Law
DIT Dublin 1998 — 2003
BSc, Finance
Dublin Institute of Technology 1998 — 2003
Certificate, Business Studies
Dominican College 1993 — 1998
High School Diploma, Business/Managerial Economics
Terri Sanchez, Esq. Terri Sanchez, Esq.'s PFPC Experience 1999 - 2007
Job Operations Manager
Industry Financial Services
Experience
JP Morgan 2014 - Present
Delaware Air National Guard 2006 - July 2015
Children's Justice Clinic August 2009 - May 2010
United States District Court, District of Delaware January 2009 - May 2009
Rutgers Law Clinic August 2007 - January 2008
PFPC 1999 - 2007
PNC Bank 1993 - 1994
US Army 1988 - 1991
Skills
Financial Analysis, Microsoft Excel, Juvenile Law, Accounting, Financial Accounting, Logistics Management, Training, Program Management, Financial Reporting, Banking, Investments, Microsoft Office, Tax, Auditing, Customer Service, Management, Project Management
Education
Rutgers, The State University of New Jersey-Camden 2007 — 2010
Doctor of Law (J.D.), Law
Loyola University Maryland
JP Morgan 2014 - Present
Delaware Air National Guard 2006 - July 2015
Children's Justice Clinic August 2009 - May 2010
United States District Court, District of Delaware January 2009 - May 2009
Rutgers Law Clinic August 2007 - January 2008
PFPC 1999 - 2007
PNC Bank 1993 - 1994
US Army 1988 - 1991
Skills
Financial Analysis, Microsoft Excel, Juvenile Law, Accounting, Financial Accounting, Logistics Management, Training, Program Management, Financial Reporting, Banking, Investments, Microsoft Office, Tax, Auditing, Customer Service, Management, Project Management
Education
Rutgers, The State University of New Jersey-Camden 2007 — 2010
Doctor of Law (J.D.), Law
Loyola University Maryland
Timothy Beehler Timothy Beehler's PFPC Experience 1999 - 2000
Job Account Manager at Ferrandino & Son, Inc.
Industry Construction
Experience
Ferrandino & Son, Inc. October 2014 - Present
Tim Beehler Painting March 2004 - October 2014
Gateway Ticketing Systems, Inc. 2000 - 2003
PFPC 1999 - 2000
FNX Limited 1997 - 1999
Macy's 1995 - 1996
Skills
Project Management, Management, Customer Service, Painting, Entrepreneurship, Training, Human Resources, Contractors, Microsoft Office, Software Quality..., Customer Satisfaction, Carpentry, Construction, Drywall, Recruiting, Employee Relations, Contract Management, Construction Management, Subcontracting, Client Relations Skills, Vendor Management Skills, Supply Ordering, Facilities Management, Contract Negotiation, Account Management
Education
La Salle University 1991 — 1995
Bachelor of Arts (BA), Psychology and English
Ferrandino & Son, Inc. October 2014 - Present
Tim Beehler Painting March 2004 - October 2014
Gateway Ticketing Systems, Inc. 2000 - 2003
PFPC 1999 - 2000
FNX Limited 1997 - 1999
Macy's 1995 - 1996
Skills
Project Management, Management, Customer Service, Painting, Entrepreneurship, Training, Human Resources, Contractors, Microsoft Office, Software Quality..., Customer Satisfaction, Carpentry, Construction, Drywall, Recruiting, Employee Relations, Contract Management, Construction Management, Subcontracting, Client Relations Skills, Vendor Management Skills, Supply Ordering, Facilities Management, Contract Negotiation, Account Management
Education
La Salle University 1991 — 1995
Bachelor of Arts (BA), Psychology and English
Aleksandar Penchev, CFA Aleksandar Penchev, CFA's PFPC Experience March 2006 - November 2006
Job Senior Business Analyst at Lord Abbett
Industry Financial Services
Experience
Lord Abbett August 2011 - Present
J.P. Morgan November 2006 - September 2011
PFPC March 2006 - November 2006
Brandywine Medical Management December 2005 - March 2006
eMedis Systems May 2001 - November 2005
BZC Bank May 1999 - April 2001
Skills
Financial Reporting, Fixed Income, Securities, Investments, Asset Allocation
Education
Ikonomièeski universitet, Varna 1995 — 1999
B.S
Lord Abbett August 2011 - Present
J.P. Morgan November 2006 - September 2011
PFPC March 2006 - November 2006
Brandywine Medical Management December 2005 - March 2006
eMedis Systems May 2001 - November 2005
BZC Bank May 1999 - April 2001
Skills
Financial Reporting, Fixed Income, Securities, Investments, Asset Allocation
Education
Ikonomièeski universitet, Varna 1995 — 1999
B.S
Cheryl Hagerty, M.S. Cheryl Hagerty, M.S.'s PFPC Experience September 2001 - September 2004
Job PNC Human Resources (PNC University)
Industry Financial Services
Experience
PNC September 2012 - Present
BNY Mellon, Inc. (formerly PNC Global Financial Servicing and PFPC), Wilmington DE July 2010 - January 2012
PNC Financial Services Group September 2004 - July 2010
PFPC September 2001 - September 2004
The Associates First Capital Corporation Newark, DE 1997 - 2001
MBNA INC. 1993 - 1997
Skills
Client Focus, Developing Strategic..., Driving Execution, Collaborative Teamwork, Problem Solving, Priority Setting and..., Leadership Development, Strategic Planning, Organizational..., Change Management, Executive Coaching, Instructional Design, Project Planning, 360 Feedback, Team Building, Curriculum Development, Talent Management, Conflict Prevention, Sales Skills Training, Thought Leadership, Staff Development, Time Management, Management, Succession Planning, Performance Management, Needs Analysis, Project Management, Human Resources, Strategy, Program Management, Coaching
Education
Neumann University, Aston PA. 2009 — 2011
MS, Strategic Leadership, GPA 4.0
Lebanon Valley College 1982 — 1986
BS, Liberal Arts (Psychology Major)
PNC September 2012 - Present
BNY Mellon, Inc. (formerly PNC Global Financial Servicing and PFPC), Wilmington DE July 2010 - January 2012
PNC Financial Services Group September 2004 - July 2010
PFPC September 2001 - September 2004
The Associates First Capital Corporation Newark, DE 1997 - 2001
MBNA INC. 1993 - 1997
Skills
Client Focus, Developing Strategic..., Driving Execution, Collaborative Teamwork, Problem Solving, Priority Setting and..., Leadership Development, Strategic Planning, Organizational..., Change Management, Executive Coaching, Instructional Design, Project Planning, 360 Feedback, Team Building, Curriculum Development, Talent Management, Conflict Prevention, Sales Skills Training, Thought Leadership, Staff Development, Time Management, Management, Succession Planning, Performance Management, Needs Analysis, Project Management, Human Resources, Strategy, Program Management, Coaching
Education
Neumann University, Aston PA. 2009 — 2011
MS, Strategic Leadership, GPA 4.0
Lebanon Valley College 1982 — 1986
BS, Liberal Arts (Psychology Major)
Frances Ronan-Sutterby Frances Ronan-Sutterby's PFPC Experience 2001 - 2003
Job SVP Investor Relations & Compliance, MBA, CAMS
Industry Financial Services
Experience
Citco Fund Services August 2008 - Present
HSBC Securities September 2006 - December 2007
BISYS Fund Services June 2003 - September 2006
PFPC 2001 - 2003
Skills
Hedge Funds, Fund Administration, Fund Of Funds, Alternative Investments, Fund Accounting, Mutual Funds, Transfer Agency, Investor Relations, Asset Managment, Private Equity, Investments, Banking
Education
Heriot-Watt University 2007 — 2010
MBA, Business
University of Limerick
BS, Business
Citco Fund Services August 2008 - Present
HSBC Securities September 2006 - December 2007
BISYS Fund Services June 2003 - September 2006
PFPC 2001 - 2003
Skills
Hedge Funds, Fund Administration, Fund Of Funds, Alternative Investments, Fund Accounting, Mutual Funds, Transfer Agency, Investor Relations, Asset Managment, Private Equity, Investments, Banking
Education
Heriot-Watt University 2007 — 2010
MBA, Business
University of Limerick
BS, Business
Scott Lentovich Scott Lentovich's PFPC Experience 2000 - 2002
Job Project Coordinator/ Analyst at Consultant for PwC
Industry Financial Services
Experience
Consultant for PwC March 2013 - Present
Consultant for MetLife October 2011 - March 2013
American Computer Services (Consulting for Aegon) November 2008 - August 2011
LBP July 2007 - October 2008
Mezrah 2006 - 2007
BB&T 2005 - 2006
Rogan and Associates 2002 - 2004
PFPC 2000 - 2002
Raymond James 1996 - 1997
Skills
Quality Assurance, Business Relationship..., Financial Planning, Wealth Management, Executive Compensation, Premium Financing, Life Settlements, Annuity, Insurance, Employee Benefits, Business Analysis, Financial Reporting, Testing, Fixed Annuities, Actuarial Science, Process Improvement, Financial Risk, Strategic Financial..., Pensions, Retirement, Forecasting, Access, Financial Analysis, Financial Services, Accounting, Defined Benefit, Life Insurance, Executive Management, Risk Management, Valuation, Finance, Executive Pay, Data Warehousing, Investments, Asset Allocation, Managerial Finance, 401k, Leadership, Retirement Planning, Vendor Management, SDLC, Business Requirements, Mutual Funds, Requirements Gathering, Asset Management, Portfolio Management, Securities, Financial Advisory
Education
Louisiana State University 2009 — 2010
5th Year Accounting
University of South Florida 2006 — 2009
BSBA, Accounting
University of South Florida 1999 — 2000
MBA, Finance
University of Florida 1991 — 1995
BSBA, Finance
Consultant for PwC March 2013 - Present
Consultant for MetLife October 2011 - March 2013
American Computer Services (Consulting for Aegon) November 2008 - August 2011
LBP July 2007 - October 2008
Mezrah 2006 - 2007
BB&T 2005 - 2006
Rogan and Associates 2002 - 2004
PFPC 2000 - 2002
Raymond James 1996 - 1997
Skills
Quality Assurance, Business Relationship..., Financial Planning, Wealth Management, Executive Compensation, Premium Financing, Life Settlements, Annuity, Insurance, Employee Benefits, Business Analysis, Financial Reporting, Testing, Fixed Annuities, Actuarial Science, Process Improvement, Financial Risk, Strategic Financial..., Pensions, Retirement, Forecasting, Access, Financial Analysis, Financial Services, Accounting, Defined Benefit, Life Insurance, Executive Management, Risk Management, Valuation, Finance, Executive Pay, Data Warehousing, Investments, Asset Allocation, Managerial Finance, 401k, Leadership, Retirement Planning, Vendor Management, SDLC, Business Requirements, Mutual Funds, Requirements Gathering, Asset Management, Portfolio Management, Securities, Financial Advisory
Education
Louisiana State University 2009 — 2010
5th Year Accounting
University of South Florida 2006 — 2009
BSBA, Accounting
University of South Florida 1999 — 2000
MBA, Finance
University of Florida 1991 — 1995
BSBA, Finance
Rick Buchwald Rick Buchwald's PFPC Experience 1999 - 1999
Job Senior Associate at Examination Resources, Inc
Industry Insurance
Experience
Examination Resources, Inc August 2012 - Present
Maryland Insurance Administration 2009 - 2012
Invotex Group, LLC 2006 - 2009
Old Mutual Financial Network 2004 - 2006
DLA Piper 2002 - 2004
Legg Mason 2000 - 2002
Financial Control Systems Incorporated 1999 - 2000
PFPC 1999 - 1999
Skills
Insurance, Financial Risk, Enterprise Risk..., Risk Management, Reinsurance, General Insurance, Risk Assessment, Auditing, Internal Audit, Internal Controls, Accounting, Fraud, Forensic Accounting, Investments, Analysis, Corporate Governance, Finance, Financial Reporting, Financial Analysis, Accounts Payable, General Ledger, GAAP, Account Reconciliation, Portfolio Management, Financial Statements, Variance Analysis, Financial Services, Due Diligence, Accounts Receivable, CPA, Payroll, Strategic Financial..., Journal Entries, Financial Modeling, Financial Accounting, Mergers & Acquisitions, Sarbanes-Oxley Act, Management, Process Improvement, Microsoft Office, Financial Planning, Microsoft Excel, Property & Casualty..., Consulting
Education
Elizabethtown College
Bachelor of Science (B.S.), Accounting and Computer Science
University of Baltimore
Master of Business Administration (MBA), Business Administration and Management, General
Examination Resources, Inc August 2012 - Present
Maryland Insurance Administration 2009 - 2012
Invotex Group, LLC 2006 - 2009
Old Mutual Financial Network 2004 - 2006
DLA Piper 2002 - 2004
Legg Mason 2000 - 2002
Financial Control Systems Incorporated 1999 - 2000
PFPC 1999 - 1999
Skills
Insurance, Financial Risk, Enterprise Risk..., Risk Management, Reinsurance, General Insurance, Risk Assessment, Auditing, Internal Audit, Internal Controls, Accounting, Fraud, Forensic Accounting, Investments, Analysis, Corporate Governance, Finance, Financial Reporting, Financial Analysis, Accounts Payable, General Ledger, GAAP, Account Reconciliation, Portfolio Management, Financial Statements, Variance Analysis, Financial Services, Due Diligence, Accounts Receivable, CPA, Payroll, Strategic Financial..., Journal Entries, Financial Modeling, Financial Accounting, Mergers & Acquisitions, Sarbanes-Oxley Act, Management, Process Improvement, Microsoft Office, Financial Planning, Microsoft Excel, Property & Casualty..., Consulting
Education
Elizabethtown College
Bachelor of Science (B.S.), Accounting and Computer Science
University of Baltimore
Master of Business Administration (MBA), Business Administration and Management, General
Scott Chaney Scott Chaney's PFPC Experience July 1994 - July 2006
Job Teacher at Upper Darby School District
Industry Education Management
Experience
Upper Darby School District August 2008 - Present
PFPC July 1994 - July 2006
Prime Hospitality February 1992 - June 1994
Skills
Hospitality, Public Speaking, Food & Beverage, Accounting, Food, Cooking, Classroom Management, Management, Hotels, Event Management, Leadership, Staff Development, Event Planning, Budgets, Sales, Customer Service, Coaching, Strategic Planning, Microsoft Excel
Education
Gwynedd-Mercy College 2006 — 2007
Bachelor of Education (B.Ed.), Secondary Education and Teaching
University of Delaware 1996 — 1998
Master of Business Administration (MBA), Business Administration and Management, General
Johnson and Wales University 1987 — 1991
Bachelor of Science (BS), Hospitality Administration/Management
Upper Darby School District August 2008 - Present
PFPC July 1994 - July 2006
Prime Hospitality February 1992 - June 1994
Skills
Hospitality, Public Speaking, Food & Beverage, Accounting, Food, Cooking, Classroom Management, Management, Hotels, Event Management, Leadership, Staff Development, Event Planning, Budgets, Sales, Customer Service, Coaching, Strategic Planning, Microsoft Excel
Education
Gwynedd-Mercy College 2006 — 2007
Bachelor of Education (B.Ed.), Secondary Education and Teaching
University of Delaware 1996 — 1998
Master of Business Administration (MBA), Business Administration and Management, General
Johnson and Wales University 1987 — 1991
Bachelor of Science (BS), Hospitality Administration/Management
Greg Regan's PFPC Experience August 2004 - May 2005
Job Inside Sales Representative at Maple Leaf Strings
Industry Music
Experience
Maple Leaf Strings September 2013 - Present
G.R. Musical Enterprises February 2012 - Present
eCoast 2012 - 2013
Salesman at Lou Capece Music Distributors April 2012 - June 2012
JR Music Supply May 2005 - May 2012
PFPC August 2004 - May 2005
Skills
Sales, Customer Service, Marketing, Account Management, Sales Management, Direct Sales, Team Building, Strategic Planning, Management, Budgets, Inventory Management
Education
Framingham State College 2002 — 2004
Environmental Science
Univetsity of New England 2001 — 2003
Maple Leaf Strings September 2013 - Present
G.R. Musical Enterprises February 2012 - Present
eCoast 2012 - 2013
Salesman at Lou Capece Music Distributors April 2012 - June 2012
JR Music Supply May 2005 - May 2012
PFPC August 2004 - May 2005
Skills
Sales, Customer Service, Marketing, Account Management, Sales Management, Direct Sales, Team Building, Strategic Planning, Management, Budgets, Inventory Management
Education
Framingham State College 2002 — 2004
Environmental Science
Univetsity of New England 2001 — 2003
Roberta Anslow Roberta Anslow's PFPC Experience January 2005 - June 2005
Job Experienced Human Factor Engineer, Fine Art Printer, and Photographer
Industry Fine Art
Experience
Roberta Anslow Photography July 2007 - Present
Pink Catahoula 2007 - Present
Sanovi Technologies January 2008 - June 2008
Zoom Information, Inc. 2005 - 2008
PFPC January 2005 - June 2005
Sun Microsystems March 2001 - October 2004
Excara 2000 - 2001
Hewlett Packard 1989 - 1997
Apollo Computers October 1988 - 1989
Digital Equipment Corporation November 1987 - September 1988
Skills
Interaction Design, User Experience, Drawing, Web Design, Illustrator, Marketing, Wireframes, Product Management, Graphic Design, Information Architecture, User Interface Design, User Interface, Photos, Web Applications, Art, Photography, User Research, Fine Art, Usability Testing, Art Direction, Illustration, Task Analysis, Adobe Creative Suite, Agile Methodologies, Creative Direction
Education
University of Wisconsin-Parkside 1982 — 1984
B.S.
Florida Institute of Technology 1973 — 1975
Roberta Anslow Photography July 2007 - Present
Pink Catahoula 2007 - Present
Sanovi Technologies January 2008 - June 2008
Zoom Information, Inc. 2005 - 2008
PFPC January 2005 - June 2005
Sun Microsystems March 2001 - October 2004
Excara 2000 - 2001
Hewlett Packard 1989 - 1997
Apollo Computers October 1988 - 1989
Digital Equipment Corporation November 1987 - September 1988
Skills
Interaction Design, User Experience, Drawing, Web Design, Illustrator, Marketing, Wireframes, Product Management, Graphic Design, Information Architecture, User Interface Design, User Interface, Photos, Web Applications, Art, Photography, User Research, Fine Art, Usability Testing, Art Direction, Illustration, Task Analysis, Adobe Creative Suite, Agile Methodologies, Creative Direction
Education
University of Wisconsin-Parkside 1982 — 1984
B.S.
Florida Institute of Technology 1973 — 1975
Brian Hubrich Brian Hubrich's PFPC Experience June 1999 - February 2001
Job Supervisor, FP&A at ICON Plc
Industry Pharmaceuticals
Experience
ICON plc July 2015 - Present
ICON plc February 2001 - June 2015
PFPC June 1999 - February 2001
Skills
Oracle Financial, Sarbanes-Oxley Act, Financial Reporting, Variance Analysis, Monthly Close, General Ledger, Accounting, Account Reconciliation, GAAP, Accruals, CRO, Fixed Assets, Treasury, Auditing
Education
Kutztown University of Pennsylvania 1997 — 1999
Bachelor of Business Administration (B.B.A.), Accounting
Lehigh Carbon Community College 1994 — 1996
University of Massachusetts Lowell
Master of Business Administration (MBA), Accounting and Finance
ICON plc July 2015 - Present
ICON plc February 2001 - June 2015
PFPC June 1999 - February 2001
Skills
Oracle Financial, Sarbanes-Oxley Act, Financial Reporting, Variance Analysis, Monthly Close, General Ledger, Accounting, Account Reconciliation, GAAP, Accruals, CRO, Fixed Assets, Treasury, Auditing
Education
Kutztown University of Pennsylvania 1997 — 1999
Bachelor of Business Administration (B.B.A.), Accounting
Lehigh Carbon Community College 1994 — 1996
University of Massachusetts Lowell
Master of Business Administration (MBA), Accounting and Finance
Earl R Inniss Earl R Inniss's PFPC Experience April 1996 - May 1998
Job Nationally recognized Lead Generation & Automation Expert: www.TBMExpert.com
Industry Internet
Experience
Informacion, llc 2013 - Present
Informacion, LLC 2010 - 2014
HomeNet Automotive February 2010 - October 2012
Mellon Bank July 2009 - May 2011
Navteq March 2007 - May 2009
GMAC Mortage September 2007 - March 2009
Wyeth-Ayerst March 2003 - June 2005
IKON July 1998 - November 2000
Group Health Dental Facility April 1998 - April 2000
PFPC April 1996 - May 1998
Skills
Lead Generation, Entrepreneurship, Software Engineering, Training, Automation, Marketing, Twitter, Facebook, Tumblr, LinkedIn, Email Marketing, Consulting, Copywriting, Mobile Devices, Social Media, Web Marketing, SEO, Online Marketing, Team Building, Social Networking, Social Media Marketing, Marketing Strategy, Customer Service, Business Development, Sales, Sales Management
Education
DeVry University
Informacion, llc 2013 - Present
Informacion, LLC 2010 - 2014
HomeNet Automotive February 2010 - October 2012
Mellon Bank July 2009 - May 2011
Navteq March 2007 - May 2009
GMAC Mortage September 2007 - March 2009
Wyeth-Ayerst March 2003 - June 2005
IKON July 1998 - November 2000
Group Health Dental Facility April 1998 - April 2000
PFPC April 1996 - May 1998
Skills
Lead Generation, Entrepreneurship, Software Engineering, Training, Automation, Marketing, Twitter, Facebook, Tumblr, LinkedIn, Email Marketing, Consulting, Copywriting, Mobile Devices, Social Media, Web Marketing, SEO, Online Marketing, Team Building, Social Networking, Social Media Marketing, Marketing Strategy, Customer Service, Business Development, Sales, Sales Management
Education
DeVry University
Brian Brophy Brian Brophy's PFPC Experience April 2002 - November 2004
Job Senior Site Reliability Engineer at Twitter
Industry Internet
Experience
Twitter April 2015 - Present
BNY Mellon July 2010 - March 2015
PFPC / PNC Global Investment Servicing November 2004 - July 2010
PFPC April 2002 - November 2004
PFPC February 2001 - April 2002
PC Max 1998 - 2001
CoreTech 1996 - 1998
Skills
Java Enterprise Edition, Perl, SQL, Integration, Databases, SOA, Linux, Scripting, Web Services, Tomcat, Security, Apache, Shell Scripting, Java, XML, Subversion, Windows, JBoss Application Server, SOAP, Unix Shell Scripting, MySQL, Automation, Python, J2EE, Bash, Eclipse, WebSphere Application..., wsadmin (WebSphere..., LDAP, JBoss, EJB, HTML, CSS, JavaScript, AJAX, Siteminder, RAD, VMware, CVS, Wireshark, Spring, REST, Cloud Computing, Distributed Systems, OpenStack, Cassandra, ElasticSearch, Awesomeness
Education
Penn State University 2004 — 2008
BS, Information Technology
Indiana University Bloomington 1996 — 2000
AS, Audio Engineering
The Shipley School 1992 — 1996
Twitter April 2015 - Present
BNY Mellon July 2010 - March 2015
PFPC / PNC Global Investment Servicing November 2004 - July 2010
PFPC April 2002 - November 2004
PFPC February 2001 - April 2002
PC Max 1998 - 2001
CoreTech 1996 - 1998
Skills
Java Enterprise Edition, Perl, SQL, Integration, Databases, SOA, Linux, Scripting, Web Services, Tomcat, Security, Apache, Shell Scripting, Java, XML, Subversion, Windows, JBoss Application Server, SOAP, Unix Shell Scripting, MySQL, Automation, Python, J2EE, Bash, Eclipse, WebSphere Application..., wsadmin (WebSphere..., LDAP, JBoss, EJB, HTML, CSS, JavaScript, AJAX, Siteminder, RAD, VMware, CVS, Wireshark, Spring, REST, Cloud Computing, Distributed Systems, OpenStack, Cassandra, ElasticSearch, Awesomeness
Education
Penn State University 2004 — 2008
BS, Information Technology
Indiana University Bloomington 1996 — 2000
AS, Audio Engineering
The Shipley School 1992 — 1996
Joanne Zglinicki Joanne Zglinicki's PFPC Experience May 2007 - May 2009
Job Quality Assurance Analyst at Savana, Inc.
Industry Information Technology and Services
Experience
Health Partners Plans October 2013 - February 2015
iPipeline October 2012 - January 2013
BNY Mellon May 2009 - July 2012
PFPC May 2007 - May 2009
SunGard August 2004 - May 2007
SunGard October 1990 - August 1999
Skills
Business Analysis, Testing, SDLC, Business Requirements, User Acceptance Testing, Quality Assurance, Agile Methodologies, Software Documentation, SQL, Test Planning
Education
Villanova University 2013 — 2013
Masters Certificate in Software Testing
Villanova University 2013 — 2013
Six Sigma Green Belt
Drexel University 1985 — 1990
B.S., Finance
Health Partners Plans October 2013 - February 2015
iPipeline October 2012 - January 2013
BNY Mellon May 2009 - July 2012
PFPC May 2007 - May 2009
SunGard August 2004 - May 2007
SunGard October 1990 - August 1999
Skills
Business Analysis, Testing, SDLC, Business Requirements, User Acceptance Testing, Quality Assurance, Agile Methodologies, Software Documentation, SQL, Test Planning
Education
Villanova University 2013 — 2013
Masters Certificate in Software Testing
Villanova University 2013 — 2013
Six Sigma Green Belt
Drexel University 1985 — 1990
B.S., Finance
Camillo D'Orazio Camillo D'Orazio's PFPC Experience 1998 - 1999
Job Vice President, ExUS Institutional Client Service Officer at Delaware Investments, a member of the Macquarie Group
Industry Financial Services
Experience
Delaware Investments, a member of the Macquarie Group April 2013 - Present
Delaware Investments, a member of the Macquarie Group June 2007 - April 2013
JPMorgan Private Bank April 2001 - June 2007
JPMorgan Securities Inc. June 1999 - April 2001
PFPC 1998 - 1999
OLDE Discount Corporation August 1996 - July 1998
Skills
Asset Management, Personal Finance, Accounting, Strategic Financial..., Finance, Auditing, IT Strategy, Italian, French, Spanish-speaking, Banking, Investments, Investment Banking, Investment Advisory, Alternative Investments, Project Planning, Project Management, Problem Solving, Collaborative Problem..., Problem Analysis, Project Coordination, Operations Management, Operational Planning, Operational Risk, Operational Excellence, Streamlining..., Operational Strategy, Operational Due..., Private Client Services, Client Service Oriented, Team Leadership, Leadership, Leadership Development, Trading Systems, Conversion Optimization, Fixed Income, Equity Capital Markets, Derivatives, FX Derivatives, Exchange Traded..., Credit Derivatives, Interest Rate..., Trading, Equities, Portfolio Management, Financial Services
Education
Villanova University 2003 — 2007
MBA, Finance
SDA Bocconi 2006 — 2006
MBA, International Business
Drexel University 1991 — 1996
Bachelor's of Science, Accounting and Finance
Vineland High School 1986 — 1991
High School Diploma, College Preperatory
Delaware Investments, a member of the Macquarie Group April 2013 - Present
Delaware Investments, a member of the Macquarie Group June 2007 - April 2013
JPMorgan Private Bank April 2001 - June 2007
JPMorgan Securities Inc. June 1999 - April 2001
PFPC 1998 - 1999
OLDE Discount Corporation August 1996 - July 1998
Skills
Asset Management, Personal Finance, Accounting, Strategic Financial..., Finance, Auditing, IT Strategy, Italian, French, Spanish-speaking, Banking, Investments, Investment Banking, Investment Advisory, Alternative Investments, Project Planning, Project Management, Problem Solving, Collaborative Problem..., Problem Analysis, Project Coordination, Operations Management, Operational Planning, Operational Risk, Operational Excellence, Streamlining..., Operational Strategy, Operational Due..., Private Client Services, Client Service Oriented, Team Leadership, Leadership, Leadership Development, Trading Systems, Conversion Optimization, Fixed Income, Equity Capital Markets, Derivatives, FX Derivatives, Exchange Traded..., Credit Derivatives, Interest Rate..., Trading, Equities, Portfolio Management, Financial Services
Education
Villanova University 2003 — 2007
MBA, Finance
SDA Bocconi 2006 — 2006
MBA, International Business
Drexel University 1991 — 1996
Bachelor's of Science, Accounting and Finance
Vineland High School 1986 — 1991
High School Diploma, College Preperatory
John Frownfelter IV, CFA John Frownfelter IV, CFA's PFPC Experience January 2001 - March 2003
Job Managing Director at SEI Investments, Get Time Back with SEI Solutions
Industry Investment Management
Experience
SEI September 2008 - Present
SEI March 2003 - August 2008
PFPC January 2001 - March 2003
Morgan Stanley May 2000 - January 2001
Education
Villanova University 2001 — 2004
MBA, Finance
Kutztown University of Pennsylvania 1996 — 2000
BS, Finance / International Business
SEI September 2008 - Present
SEI March 2003 - August 2008
PFPC January 2001 - March 2003
Morgan Stanley May 2000 - January 2001
Education
Villanova University 2001 — 2004
MBA, Finance
Kutztown University of Pennsylvania 1996 — 2000
BS, Finance / International Business
Joshua Lovell's PFPC Experience 1996 - 2004
Job SVP State Street
Industry Financial Services
Experience
State Street September 2004 - Present
Investors Bank & Trust Company 2004 - July 2007
PFPC 1996 - 2004
Skills
Financial Services, Fund Accounting, Management, Mutual Funds, New Business Development, Operations Management, Project Management, Relationship Management, Securities Lending, Settlement, Trading Systems, Transfer Agency, Fixed Income, Corporate Actions, Securities, Alternative Investments, Asset Management, Hedge Funds
Education
Eastern Nazarene College
State Street September 2004 - Present
Investors Bank & Trust Company 2004 - July 2007
PFPC 1996 - 2004
Skills
Financial Services, Fund Accounting, Management, Mutual Funds, New Business Development, Operations Management, Project Management, Relationship Management, Securities Lending, Settlement, Trading Systems, Transfer Agency, Fixed Income, Corporate Actions, Securities, Alternative Investments, Asset Management, Hedge Funds
Education
Eastern Nazarene College
Ilkka Eskelinen's PFPC Experience June 1998 - April 2003
Job Superintendent at Seppala Construction
Industry Construction
Experience
Seppala Construction June 2003 - Present
PFPC June 1998 - April 2003
Sterling Jewelers 1994 - 1998
Skills
Budgets, Microsoft Excel
Education
Fitchburg State University 1987 — 1992
B.A., English
Seppala Construction June 2003 - Present
PFPC June 1998 - April 2003
Sterling Jewelers 1994 - 1998
Skills
Budgets, Microsoft Excel
Education
Fitchburg State University 1987 — 1992
B.A., English
Craig Somers Craig Somers's PFPC Experience October 1998 - September 2005
Job Financial Services
Industry Financial Services
Experience
Lincoln Financial Distributors June 2015 - Present
CMS Wealth Management March 2014 - April 2015
Lockwood (Acquired PNC Managed Investments) February 2011 - June 2013
PFPC/Advisorport/Lockwood Advisors October 1998 - June 2013
PNC Managed Investments (Formerly ADVISORport) September 2008 - February 2011
ADVISORport (A PFPC Company) December 2006 - September 2008
ADVISORport (A PFPC Company) September 2005 - December 2006
PFPC October 1998 - September 2005
Leo Robbins and Sons August 1992 - February 1999
SonicAir a division of UPS 1990 - 1992
Skills
Mutual Funds, Financial Services, Wealth Management, ETFs, Investment Management, Investments, Asset Allocation, Separately Managed..., Investment Advisory, Alternative Investments, Relationship Management, Series 65, Portfolio Management, Investment Strategies, Retirement Planning, Managing Accounts, Equities, Securities, Finance, Asset Managment, Fixed Income, Financial Advisory, Trading, Strategic Financial..., Business Development, Management, Leadership, Risk Management, Banking, Series 6, Asset Management, Due Diligence, FINRA
Education
Drexel University - LeBow College of Business 1984 — 1989
BS, Marketing
Lincoln Financial Distributors June 2015 - Present
CMS Wealth Management March 2014 - April 2015
Lockwood (Acquired PNC Managed Investments) February 2011 - June 2013
PFPC/Advisorport/Lockwood Advisors October 1998 - June 2013
PNC Managed Investments (Formerly ADVISORport) September 2008 - February 2011
ADVISORport (A PFPC Company) December 2006 - September 2008
ADVISORport (A PFPC Company) September 2005 - December 2006
PFPC October 1998 - September 2005
Leo Robbins and Sons August 1992 - February 1999
SonicAir a division of UPS 1990 - 1992
Skills
Mutual Funds, Financial Services, Wealth Management, ETFs, Investment Management, Investments, Asset Allocation, Separately Managed..., Investment Advisory, Alternative Investments, Relationship Management, Series 65, Portfolio Management, Investment Strategies, Retirement Planning, Managing Accounts, Equities, Securities, Finance, Asset Managment, Fixed Income, Financial Advisory, Trading, Strategic Financial..., Business Development, Management, Leadership, Risk Management, Banking, Series 6, Asset Management, Due Diligence, FINRA
Education
Drexel University - LeBow College of Business 1984 — 1989
BS, Marketing
Jonathan Roulston's PFPC Experience November 2002 - March 2005
Job Director, Network Operations at MMIT
Industry Information Technology and Services
Experience
MMIT (Managed Markets Insight & Technology) September 2012 - Present
LexisNexis July 2011 - September 2012
Redwood Analytics, a division of Lexis Nexis January 2008 - July 2011
Redwood Analytics July 2005 - December 2007
PFPC November 2002 - March 2005
Philadelphia Dept. of Aviation September 2001 - March 2002
Skills
Virtualization, Cloud Computing, Storage Area Networks, Windows Azure, Amazon EC2, Cognos, Dell PowerEdge Servers, HP Procurve, Sonicwall, QLogic SANBox, Windows Server, SQL Server, VMware Infrastructure, Powershell, Citrix XenApp, Backup Exec, Group Policy, Force10, Juniper Switches, Dell Switches, Palo Alto Networks, Compellent, Citrix Metaframe, Microsoft SQL Server, Firewalls, Networking
Education
Drexel University 2000 — 2005
Bachelor of Science
MMIT (Managed Markets Insight & Technology) September 2012 - Present
LexisNexis July 2011 - September 2012
Redwood Analytics, a division of Lexis Nexis January 2008 - July 2011
Redwood Analytics July 2005 - December 2007
PFPC November 2002 - March 2005
Philadelphia Dept. of Aviation September 2001 - March 2002
Skills
Virtualization, Cloud Computing, Storage Area Networks, Windows Azure, Amazon EC2, Cognos, Dell PowerEdge Servers, HP Procurve, Sonicwall, QLogic SANBox, Windows Server, SQL Server, VMware Infrastructure, Powershell, Citrix XenApp, Backup Exec, Group Policy, Force10, Juniper Switches, Dell Switches, Palo Alto Networks, Compellent, Citrix Metaframe, Microsoft SQL Server, Firewalls, Networking
Education
Drexel University 2000 — 2005
Bachelor of Science
Maria Pratt's PFPC Experience September 1999 - June 2002
Job Experienced Clinical Trial Administrator
Industry Pharmaceuticals
Experience
ePharmaSolutions March 2014 - September 2015
Phlexglobal January 2012 - February 2014
Theorem Clinical Research (formerly Omnicare Clinical Research) November 2004 - September 2011
Prudential Financial July 2002 - August 2004
PFPC September 1999 - June 2002
Skills
Microsoft Excel, PowerPoint, MS Project, SharePoint, Outlook, Microsoft Office, GCP, Pharmaceutical Industry, Communication, Team-oriented, eTMF
Education
Saint Joseph's University 2001 — 2005
MBA
Hofstra University 1990 — 1992
BA
ePharmaSolutions March 2014 - September 2015
Phlexglobal January 2012 - February 2014
Theorem Clinical Research (formerly Omnicare Clinical Research) November 2004 - September 2011
Prudential Financial July 2002 - August 2004
PFPC September 1999 - June 2002
Skills
Microsoft Excel, PowerPoint, MS Project, SharePoint, Outlook, Microsoft Office, GCP, Pharmaceutical Industry, Communication, Team-oriented, eTMF
Education
Saint Joseph's University 2001 — 2005
MBA
Hofstra University 1990 — 1992
BA
Bharathi Balasubramanyam's PFPC Experience 2005 - 2006
Job Senior Software Engineer at Lexia Learning Systems a Rosetta Stone Company
Industry Education Management
Experience
Lexia Learning Systems February 2011 - Present
VFA April 2007 - February 2011
Polaris Software May 2005 - March 2007
Lehman 2006 - 2007
PFPC 2005 - 2006
System Access 2002 - 2005
Shell 2001 - 2002
Skills
Agile Methodologies, JavaScript, Software Development, Scrum, JSON, Web Applications, HTML 5, Software Project..., Java, SQL, AJAX, CSS, Mobile Applications, REST, Cloud Computing, Java Enterprise Edition, Business Analysis, MySQL, jQuery, Tomcat, SOA, Web Development, Hibernate, Flex, Spring, OOP, Objective-C, Amazon Web Services..., Subversion, PHP, HTML5, Web Services, JBoss Application Server, C, Sencha, Ext JS, iOS development, Node.js, Python, JavaScript Frameworks, jQuery Mobile, jQuery UI, Agile, Final Cut Pro, Tableau, Android Development, AngularJS, ElasticSearch, Laravel, PhoneGap
Education
Harvard University 2011 — 2014
Master of Liberal Arts, Information Technology, Digital Communication and Media/Multimedia, 3.95
National University of Singapore 1998 — 2001
BSc, Double Majors in Computational Science & Mathematics
Raffles Junior College 1996 — 1997
GCE A Levels, Triple Science
RGS 1992 — 1995
GCE O Levels
Lexia Learning Systems February 2011 - Present
VFA April 2007 - February 2011
Polaris Software May 2005 - March 2007
Lehman 2006 - 2007
PFPC 2005 - 2006
System Access 2002 - 2005
Shell 2001 - 2002
Skills
Agile Methodologies, JavaScript, Software Development, Scrum, JSON, Web Applications, HTML 5, Software Project..., Java, SQL, AJAX, CSS, Mobile Applications, REST, Cloud Computing, Java Enterprise Edition, Business Analysis, MySQL, jQuery, Tomcat, SOA, Web Development, Hibernate, Flex, Spring, OOP, Objective-C, Amazon Web Services..., Subversion, PHP, HTML5, Web Services, JBoss Application Server, C, Sencha, Ext JS, iOS development, Node.js, Python, JavaScript Frameworks, jQuery Mobile, jQuery UI, Agile, Final Cut Pro, Tableau, Android Development, AngularJS, ElasticSearch, Laravel, PhoneGap
Education
Harvard University 2011 — 2014
Master of Liberal Arts, Information Technology, Digital Communication and Media/Multimedia, 3.95
National University of Singapore 1998 — 2001
BSc, Double Majors in Computational Science & Mathematics
Raffles Junior College 1996 — 1997
GCE A Levels, Triple Science
RGS 1992 — 1995
GCE O Levels
Dan Tursi Dan Tursi's PFPC Experience August 2006 - January 2007
Job Accountant III at BNY Mellon
Industry Accounting
Experience
BNY Mellon January 2008 - Present
Reliance Trust Company an FIS Company February 2007 - January 2008
PFPC August 2006 - January 2007
PFPC March 2005 - August 2006
Delaware Investments January 2003 - March 2005
Skills
Microsoft Office, Microsoft Excel, Peachtree, Quicken, Oracle, Bloomberg, SunGard, InvesTier, LAMP, Financial Analysis, Accounting, Financial Reporting, Finance, Management, Financial Accounting
Education
Elon University 1997 — 2002
Bachelor’s Degree, Finance
BNY Mellon January 2008 - Present
Reliance Trust Company an FIS Company February 2007 - January 2008
PFPC August 2006 - January 2007
PFPC March 2005 - August 2006
Delaware Investments January 2003 - March 2005
Skills
Microsoft Office, Microsoft Excel, Peachtree, Quicken, Oracle, Bloomberg, SunGard, InvesTier, LAMP, Financial Analysis, Accounting, Financial Reporting, Finance, Management, Financial Accounting
Education
Elon University 1997 — 2002
Bachelor’s Degree, Finance
Tabatha Carsus's PFPC Experience October 2005 - April 2006
Job Owner / Photographer at Lillie Fae Memories
Industry Photography
Experience
Lillie Fae Memories September 2008 - Present
eSpendwise April 2006 - May 2014
PFPC October 2005 - April 2006
Ajilon Engineering September 2004 - October 2005
Tyree Maintenance Company Inc March 2003 - September 2004
PFPC August 2000 - December 2002
BASF 1993 - 1995
Skills
Customer Service, Access, Payroll, Microsoft Excel, Management, Office Management, Accounts Payable, Salesforce.com, Human Resources, Microsoft Word, Microsoft Office, Outlook, Social Media, Recruiting, Training, PowerPoint, Sales, Emergency Services
Education
Massachusetts Emergency Care Training Academy 2014 — 2014
EMT-B, Emergency Medical Technology/Technician (EMT), 80
Fisher College 1991 — 2012
Associates / Bachelors, Psychology / Human Services, 3.0
New York Institute of Photography 2008 — 2011
Professional Photography Certification, Photography
Worcester State University 1993 — 1994
Psychology
Notre Dame College 1990 — 1991
Associate of Science (A.S.), Psychology
Westborough High School 1989 — 1990
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program, 80
Land o' Lakes High School 1986 — 1989
N/A, College/University Preparatory and Advanced High School/Secondary Diploma Program, 82
Lillie Fae Memories September 2008 - Present
eSpendwise April 2006 - May 2014
PFPC October 2005 - April 2006
Ajilon Engineering September 2004 - October 2005
Tyree Maintenance Company Inc March 2003 - September 2004
PFPC August 2000 - December 2002
BASF 1993 - 1995
Skills
Customer Service, Access, Payroll, Microsoft Excel, Management, Office Management, Accounts Payable, Salesforce.com, Human Resources, Microsoft Word, Microsoft Office, Outlook, Social Media, Recruiting, Training, PowerPoint, Sales, Emergency Services
Education
Massachusetts Emergency Care Training Academy 2014 — 2014
EMT-B, Emergency Medical Technology/Technician (EMT), 80
Fisher College 1991 — 2012
Associates / Bachelors, Psychology / Human Services, 3.0
New York Institute of Photography 2008 — 2011
Professional Photography Certification, Photography
Worcester State University 1993 — 1994
Psychology
Notre Dame College 1990 — 1991
Associate of Science (A.S.), Psychology
Westborough High School 1989 — 1990
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program, 80
Land o' Lakes High School 1986 — 1989
N/A, College/University Preparatory and Advanced High School/Secondary Diploma Program, 82
Ann Procopio Ann Procopio's PFPC Experience September 2006 - December 2007
Job PRN Radiation Therapist at Riverside Medical Center
Industry Hospital & Health Care
Experience
Riverside Medical Center June 2015 - Present
Riverside Medical Center July 2008 - Present
Iroquois Memorial Hospital May 2011 - July 2015
PFPC September 2006 - December 2007
Skills
Radiation Therapy, X-ray, Radiology, Patient Safety, Physician Relations, Healthcare, Medical Terminology, Hospitals, HIPAA, JCAHO, Healthcare Management, Data Entry, Patient Education, Healthcare Information..., Clinical Research
Education
Indiana University-Northwest 2013 — 2015
Bachelor's Degree, Medical Radiologic Technology/Science - Radiation Therapist
Kankakee Community College 2009 — 2011
Associate of Arts and Sciences (AAS), Radiologic Technology/Science - Radiographer
Kankakee Community College 2003 — 2006
Associate of Arts and Sciences (AAS), Business Management and Marketing
Riverside Medical Center June 2015 - Present
Riverside Medical Center July 2008 - Present
Iroquois Memorial Hospital May 2011 - July 2015
PFPC September 2006 - December 2007
Skills
Radiation Therapy, X-ray, Radiology, Patient Safety, Physician Relations, Healthcare, Medical Terminology, Hospitals, HIPAA, JCAHO, Healthcare Management, Data Entry, Patient Education, Healthcare Information..., Clinical Research
Education
Indiana University-Northwest 2013 — 2015
Bachelor's Degree, Medical Radiologic Technology/Science - Radiation Therapist
Kankakee Community College 2009 — 2011
Associate of Arts and Sciences (AAS), Radiologic Technology/Science - Radiographer
Kankakee Community College 2003 — 2006
Associate of Arts and Sciences (AAS), Business Management and Marketing
Tina Chirichiello's PFPC Experience 1994 - 2004
Job Client Engagement Coordinator
Industry Insurance
Experience
Ametros Financial January 2015 - Present
Chirichiello Family 2002 - Present
Jentek Sensors Inc 2014 - December 2014
PFPC 1994 - 2004
Skills
Event Planning, Customer Service, Management, Team Building, Public Speaking, Microsoft Excel, Sales, Inventory Management, Marketing Strategy, Sales Management, Business Analysis, Microsoft Office, Vendor Management, Process Improvement
Education
Katharine Gibbs School
Northeastern University
Ametros Financial January 2015 - Present
Chirichiello Family 2002 - Present
Jentek Sensors Inc 2014 - December 2014
PFPC 1994 - 2004
Skills
Event Planning, Customer Service, Management, Team Building, Public Speaking, Microsoft Excel, Sales, Inventory Management, Marketing Strategy, Sales Management, Business Analysis, Microsoft Office, Vendor Management, Process Improvement
Education
Katharine Gibbs School
Northeastern University
Carol Kleponis Carol Kleponis's PFPC Experience February 1999 - July 2000
Job Business Manager at Odyssey Systems
Industry Defense & Space
Experience
Odyssey Systems July 2000 - Present
PFPC February 1999 - July 2000
Anacomp 1989 - 1999
Lechmere Incorporated 1980 - 1989
Skills
Information Management, Organizational..., Office Administration
Education
Eastern Nazarene College 1996 — 1998
Bachelor's degree, Business Management
Middlesex Community College 1979 — 1988
Associate of Science (AS), Liberal Studies
Odyssey Systems July 2000 - Present
PFPC February 1999 - July 2000
Anacomp 1989 - 1999
Lechmere Incorporated 1980 - 1989
Skills
Information Management, Organizational..., Office Administration
Education
Eastern Nazarene College 1996 — 1998
Bachelor's degree, Business Management
Middlesex Community College 1979 — 1988
Associate of Science (AS), Liberal Studies
Joe Boylan's PFPC Experience September 2000 - September 2002
Job Vice President Sr. Investment Accounting Mgr. at The Bank of New York Mellon
Industry Financial Services
Experience
BNP Paribas Financial Services July 2010 - February 2013
Bank of New York Mellon August 2008 - July 2010
SEI Investments October 2002 - February 2008
PFPC September 2000 - September 2002
Vanguard Group August 1997 - July 2000
Skills
Fund Administration, Investments, Fund Accounting, Team Building, Fixed Income, Equities, Financial Reporting, Mutual Funds, Securities, Asset Management, Portfolio Management, Derivatives, Employee Training, Development & delivery..., Financial Analysis, Hedge Funds, Bloomberg, Alternative Investments, Finance, Fund Of Funds, Corporate Actions, Options, ETFs, Bonds, Financial Services, Management, Accounting
Education
Pennsylvania State University-Great Valley Graduate Center
Masters in Management, Business
Drexel University - College of Business and Administration
B.S., Business Administration
Monsignor Bonner HS
St. Alice
BNP Paribas Financial Services July 2010 - February 2013
Bank of New York Mellon August 2008 - July 2010
SEI Investments October 2002 - February 2008
PFPC September 2000 - September 2002
Vanguard Group August 1997 - July 2000
Skills
Fund Administration, Investments, Fund Accounting, Team Building, Fixed Income, Equities, Financial Reporting, Mutual Funds, Securities, Asset Management, Portfolio Management, Derivatives, Employee Training, Development & delivery..., Financial Analysis, Hedge Funds, Bloomberg, Alternative Investments, Finance, Fund Of Funds, Corporate Actions, Options, ETFs, Bonds, Financial Services, Management, Accounting
Education
Pennsylvania State University-Great Valley Graduate Center
Masters in Management, Business
Drexel University - College of Business and Administration
B.S., Business Administration
Monsignor Bonner HS
St. Alice
Chris Czerwonka Chris Czerwonka's PFPC Experience 1999 - 2000
Job Human Resources Manager at Niagara Bottling
Industry Human Resources
Experience
Niagara Bottling November 2013 - Present
Florida Distributing Company April 2011 - June 2013
Schenck Company October 2009 - May 2011
Hubbard Construction September 2006 - April 2009
Coca Cola July 2002 - September 2006
HR Services 2000 - 2002
PFPC 1999 - 2000
Danka Office Imaging 1998 - 2000
Skills
Employee Relations, Policy, Leadership, Sales, Talent Management, Team Leadership, Human Resources, Personnel Management, Management, Negotiation, Customer Service, Deferred Compensation, Project Planning, Talent Acquisition, Labor Relations, Employee Engagement, Performance Management, Employee Benefits, Recruiting, Employee Training
Education
Kutztown University of Pennsylvania 1984 — 1989
BS, Management
Niagara Bottling November 2013 - Present
Florida Distributing Company April 2011 - June 2013
Schenck Company October 2009 - May 2011
Hubbard Construction September 2006 - April 2009
Coca Cola July 2002 - September 2006
HR Services 2000 - 2002
PFPC 1999 - 2000
Danka Office Imaging 1998 - 2000
Skills
Employee Relations, Policy, Leadership, Sales, Talent Management, Team Leadership, Human Resources, Personnel Management, Management, Negotiation, Customer Service, Deferred Compensation, Project Planning, Talent Acquisition, Labor Relations, Employee Engagement, Performance Management, Employee Benefits, Recruiting, Employee Training
Education
Kutztown University of Pennsylvania 1984 — 1989
BS, Management
Yana Moughan, MBA,CPA's PFPC Experience November 2004 - November 2005
Job SAP CRM&B Implementation Accounting Subject Matter Expert & Finance Instructional Designer at Pepco Holdings, Inc.
Industry Utilities
Experience
Pepco Holdings, Inc. December 2013 - Present
Pepco Holdings, Inc. June 2011 - Present
DTCC January 2010 - January 2012
Pepco Holdings, Inc. December 2006 - June 2011
Artesian Water Company November 2005 - December 2006
Artesian Water 2005 - 2006
PFPC November 2004 - November 2005
Skills
Financial Analysis, Sarbanes-Oxley Act, Accounts Payable, Accounting, Auditing, Financial Reporting, Sarbanes-Oxley, Account Reconciliation, General Ledger, Variance Analysis, Finance, Internal Controls, SAP, SEC Filings, Process Improvement
Education
Goldey-Beacom College
Pepco Holdings, Inc. December 2013 - Present
Pepco Holdings, Inc. June 2011 - Present
DTCC January 2010 - January 2012
Pepco Holdings, Inc. December 2006 - June 2011
Artesian Water Company November 2005 - December 2006
Artesian Water 2005 - 2006
PFPC November 2004 - November 2005
Skills
Financial Analysis, Sarbanes-Oxley Act, Accounts Payable, Accounting, Auditing, Financial Reporting, Sarbanes-Oxley, Account Reconciliation, General Ledger, Variance Analysis, Finance, Internal Controls, SAP, SEC Filings, Process Improvement
Education
Goldey-Beacom College
Doug Fleck Jr Doug Fleck Jr's PFPC Experience 2001 - 2003
Job Senior Treasury Accountant at Ebay Enterprise
Industry Internet
Experience
eBay Inc February 2014 - Present
eBay Enterprise June 2006 - Present
GSI Commerce June 2005 - June 2013
Iron Mountain 2003 - 2005
PFPC 2001 - 2003
Skills
Sarbanes-Oxley Act, Cash Management, Accounting, PeopleSoft, Variance Analysis, Cash Flow, Auditing, General Ledger, Microsoft Excel, Access, Financial Statements, Financial Accounting, SAP, Journal Entries, Sarbanes-Oxley, E-commerce, Bank Reconciliation, Microsoft Office, Outlook, Forecasting, Financial Analysis, Team Building, Executive Management, Internal Controls, Cross-functional Team..., Managerial Finance, Management, Account Reconciliation, Process Improvement, Financial Modeling, Payroll, ERP, Financial Reporting, GAAP, Credit, Accounts Payable, Essbase, Revenue Recognition
Education
Kutztown University of Pennsylvania 1996 — 2001
Bus Adm, Finance
eBay Inc February 2014 - Present
eBay Enterprise June 2006 - Present
GSI Commerce June 2005 - June 2013
Iron Mountain 2003 - 2005
PFPC 2001 - 2003
Skills
Sarbanes-Oxley Act, Cash Management, Accounting, PeopleSoft, Variance Analysis, Cash Flow, Auditing, General Ledger, Microsoft Excel, Access, Financial Statements, Financial Accounting, SAP, Journal Entries, Sarbanes-Oxley, E-commerce, Bank Reconciliation, Microsoft Office, Outlook, Forecasting, Financial Analysis, Team Building, Executive Management, Internal Controls, Cross-functional Team..., Managerial Finance, Management, Account Reconciliation, Process Improvement, Financial Modeling, Payroll, ERP, Financial Reporting, GAAP, Credit, Accounts Payable, Essbase, Revenue Recognition
Education
Kutztown University of Pennsylvania 1996 — 2001
Bus Adm, Finance
Sebastien Jean, CTP Sebastien Jean, CTP's PFPC Experience September 2001 - August 2004
Job Senior Treasury Analyst Cash Management Financial Reporting & Analysis Cash Forecasting Investment Accounting
Industry Financial Services
Experience
ADP Capital Management April 2007 - Present
ADP April 2007 - July 2012
JPMorgan Chase & Co. September 2004 - March 2007
PFPC September 2001 - August 2004
Skills
Capital Markets, Small Business, Investments, Analysis, Nonprofits
Education
Strayer University 2004 — 2007
MBA, Business Administration
Lincoln University 1998 — 2001
BA Finance, Accounting and Finance
ADP Capital Management April 2007 - Present
ADP April 2007 - July 2012
JPMorgan Chase & Co. September 2004 - March 2007
PFPC September 2001 - August 2004
Skills
Capital Markets, Small Business, Investments, Analysis, Nonprofits
Education
Strayer University 2004 — 2007
MBA, Business Administration
Lincoln University 1998 — 2001
BA Finance, Accounting and Finance
Joe Lauletta's PFPC Experience October 2002 - June 2004
Job DIRECTOR OF INFRASTRUCTURE ARCHITECTURE AND ENGINEERING at Accolade, Inc.
Industry Pharmaceuticals
Experience
Accolade, Inc. January 2013 - Present
Endo Pharmaceuticals June 2007 - December 2012
NRG Energy Inc June 2004 - 2007
PFPC October 2002 - June 2004
PNC Bank / HAWTHORN 1980 - 2002
Skills
Infrastructure, Integration, Management, Networking, PCI DSS, Security, SharePoint, Disaster Recovery, Active Directory, Citrix, Vendor Management, IT Management, Process Improvement, Business Analysis, Business Intelligence
Education
La Salle University 1984 — 1996
Accolade, Inc. January 2013 - Present
Endo Pharmaceuticals June 2007 - December 2012
NRG Energy Inc June 2004 - 2007
PFPC October 2002 - June 2004
PNC Bank / HAWTHORN 1980 - 2002
Skills
Infrastructure, Integration, Management, Networking, PCI DSS, Security, SharePoint, Disaster Recovery, Active Directory, Citrix, Vendor Management, IT Management, Process Improvement, Business Analysis, Business Intelligence
Education
La Salle University 1984 — 1996
Jason Eggert's PFPC Experience June 2004 - July 2006
Job Corporate Accountant at LaFrance Corp
Industry Oil & Energy
Experience
LaFrance Corp August 2010 - Present
Sunoco Inc. July 2006 - August 2010
PFPC June 2004 - July 2006
Skills
Account Reconciliation, Accounting, Financial Reporting
Education
La Salle University - School of Business Administration 2000 — 2004
LaFrance Corp August 2010 - Present
Sunoco Inc. July 2006 - August 2010
PFPC June 2004 - July 2006
Skills
Account Reconciliation, Accounting, Financial Reporting
Education
La Salle University - School of Business Administration 2000 — 2004
Kevin Grove's PFPC Experience January 2001 - March 2001
Job Regional Director for Travelers Insurance Company
Industry Insurance
Experience
Travelers 2003 - Present
strawbridges 2001 - 2003
Tom Oats Chevrolet March 2001 - June 2001
PFPC January 2001 - March 2001
Skills
Property & Casualty..., Commercial Insurance, Insurance, Underwriting, Management, Casualty, Legal Liability, Professional Liability, Liability, General Insurance, Commercial Lines, Brokers, D&O, Claims Management, Casualty Insurance
Education
Indiana University of Pennsylvania 1996 — 2000
Bachelor of Science, Major Business Management, Minor in Economics
Beaver High School 1993 — 1996
Travelers 2003 - Present
strawbridges 2001 - 2003
Tom Oats Chevrolet March 2001 - June 2001
PFPC January 2001 - March 2001
Skills
Property & Casualty..., Commercial Insurance, Insurance, Underwriting, Management, Casualty, Legal Liability, Professional Liability, Liability, General Insurance, Commercial Lines, Brokers, D&O, Claims Management, Casualty Insurance
Education
Indiana University of Pennsylvania 1996 — 2000
Bachelor of Science, Major Business Management, Minor in Economics
Beaver High School 1993 — 1996
Howard Streitfeld's PFPC Experience 2005 - Present
Job Lead Developer at BNY Mellon
Industry Financial Services
Experience
BNY Mellon, Asset Servicing 2007 - Present
PNC Global Investment Servicing July 2005 - Present
Funds Associates LTD 2005 - Present
PFPC 2005 - Present
BNY Mellon 2005 - Present
Centocor (Malvern, PA) 1989 - 1993
Centocor 1989 - 1993
Education
Drexel University 1980 — 1982
BNY Mellon, Asset Servicing 2007 - Present
PNC Global Investment Servicing July 2005 - Present
Funds Associates LTD 2005 - Present
PFPC 2005 - Present
BNY Mellon 2005 - Present
Centocor (Malvern, PA) 1989 - 1993
Centocor 1989 - 1993
Education
Drexel University 1980 — 1982
Eugene Conlon's PFPC Experience May 2003 - November 2005
Job Director, Participant Research
Industry Financial Services
Experience
Fidelity Investments - Personal and Workplace Investing June 2009 - Present
Fidelity Investments Institutional Services November 2005 - January 2009
PFPC May 2003 - November 2005
Skills
Financial Services, Financial Modeling, Mutual Funds, Competitive Analysis, Financial Analysis, Analysis, Investments, Project Management, Mergers, Portfolio Management, Strategic Planning, Market Research, Business Strategy, Microsoft Excel, Product Development, Business Analysis, Data Analysis, Market Analysis, Marketing Strategy, Marketing
Education
Massachusetts College of Liberal Arts 1995 — 1999
Bachelor of Science (B.S.), Business Administration-Marketing
Fidelity Investments - Personal and Workplace Investing June 2009 - Present
Fidelity Investments Institutional Services November 2005 - January 2009
PFPC May 2003 - November 2005
Skills
Financial Services, Financial Modeling, Mutual Funds, Competitive Analysis, Financial Analysis, Analysis, Investments, Project Management, Mergers, Portfolio Management, Strategic Planning, Market Research, Business Strategy, Microsoft Excel, Product Development, Business Analysis, Data Analysis, Market Analysis, Marketing Strategy, Marketing
Education
Massachusetts College of Liberal Arts 1995 — 1999
Bachelor of Science (B.S.), Business Administration-Marketing
Judith Kostic's PFPC Experience Vice President--Team ManagerBNY Mellon Alternative Investment ServicesMay 2012 - Present
Job Team Manager/Vice President
Industry Investment Banking
Experience
PFPC Vice President--Team ManagerBNY Mellon Alternative Investment ServicesMay 2012 - Present
BNY Mellon 2004 - Present
Skills
Financial Analysis, Financial Reporting, Fund Accounting, Accounting, Hedge Funds, Account Reconciliation, Internal Controls, General Ledger, Bloomberg, Mutual Funds, SEC filings, Asset Management
Education
Goldey-Beacom College 1993 — 1994
PFPC Vice President--Team ManagerBNY Mellon Alternative Investment ServicesMay 2012 - Present
BNY Mellon 2004 - Present
Skills
Financial Analysis, Financial Reporting, Fund Accounting, Accounting, Hedge Funds, Account Reconciliation, Internal Controls, General Ledger, Bloomberg, Mutual Funds, SEC filings, Asset Management
Education
Goldey-Beacom College 1993 — 1994
Dessire Paradis's PFPC Experience November 2001 - June 2003
Job Vice President at BlackRock
Industry Financial Services
Experience
BlackRock November 2007 - Present
Delaware Investments 2004 - 2007
Kineticom 2003 - 2004
PFPC November 2001 - June 2003
Diamond State Financial Group January 2001 - November 2001
Skills
Fixed Income, Bloomberg, Investments, Mutual Funds, Series 63, Equities, Series 7, Alternative Investments, Securities, Finance, Asset Management, Hedge Funds, Financial Analysis, Financial Services, Derivatives, Portfolio Management, Capital Markets, Accounting
Education
La Salle University 2008 — 2011
MBA, Finance
West Chester University of Pennsylvania 1997 — 2001
BlackRock November 2007 - Present
Delaware Investments 2004 - 2007
Kineticom 2003 - 2004
PFPC November 2001 - June 2003
Diamond State Financial Group January 2001 - November 2001
Skills
Fixed Income, Bloomberg, Investments, Mutual Funds, Series 63, Equities, Series 7, Alternative Investments, Securities, Finance, Asset Management, Hedge Funds, Financial Analysis, Financial Services, Derivatives, Portfolio Management, Capital Markets, Accounting
Education
La Salle University 2008 — 2011
MBA, Finance
West Chester University of Pennsylvania 1997 — 2001
Adam Goulet's PFPC Experience February 2007 - February 2008
Job Senior Financial Analyst at TJX
Industry Retail
Experience
The TJX Companies, Inc. March 2012 - Present
TJX March 2010 - March 2012
TJX February 2008 - March 2010
PFPC February 2007 - February 2008
Staples February 2006 - February 2007
PFPC May 2002 - February 2006
Education
Framingham State University 1998 — 2002
Bachelor of Science, Business/Finance
The TJX Companies, Inc. March 2012 - Present
TJX March 2010 - March 2012
TJX February 2008 - March 2010
PFPC February 2007 - February 2008
Staples February 2006 - February 2007
PFPC May 2002 - February 2006
Education
Framingham State University 1998 — 2002
Bachelor of Science, Business/Finance
MacCollum, Matthew's PFPC Experience 1998 - 2004
Job Accounting Manager at SEI Investments
Industry Financial Services
Experience
SEI March 2004 - Present
PFPC 1998 - 2004
Skills
Alternative Investments, Fund Accounting, Accounting, Fund Administration, Financial Reporting, Account Reconciliation, Hedge Funds, Mutual Funds, Financial Analysis, Fund Of Funds, Investments, Forecasting, Equities, Securities, Asset Management, Financial Services, Strategic Financial...
Education
Kutztown University of Pennsylvania 1992 — 1997
SEI March 2004 - Present
PFPC 1998 - 2004
Skills
Alternative Investments, Fund Accounting, Accounting, Fund Administration, Financial Reporting, Account Reconciliation, Hedge Funds, Mutual Funds, Financial Analysis, Fund Of Funds, Investments, Forecasting, Equities, Securities, Asset Management, Financial Services, Strategic Financial...
Education
Kutztown University of Pennsylvania 1992 — 1997
H. Ian Jacobson, MBA's PFPC Experience June 2004 - March 2005
Job Senior Client Services Manager at Harte Hanks
Industry Information Services
Experience
Harte Hanks November 2014 - Present
SAP June 2014 - November 2014
SAP March 2014 - November 2014
SAP November 2012 - July 2014
SAP August 2008 - November 2012
Drexel University November 2007 - August 2008
CertainTeed Corporation September 2006 - March 2007
PFPC June 2004 - March 2005
Skills
Software Documentation, Process Improvement, CRM, Analysis, Program Management, Business Analysis, Databases, Enterprise Software, Analytics, Visio, Project Planning, Access, Operations Management, Troubleshooting, SAP, Well-organized, Data Analysis, Team Leadership, Business Intelligence, Business Process, Logistics, Advanced Excel, Documentation, Problem Solving, Microsoft SQL Server, PL/SQL, Management
Education
La Salle University - School of Business Administration 2009 — 2012
MBA, Management
Drexel University 2003 — 2008
BS, MIS and OPM
Harte Hanks November 2014 - Present
SAP June 2014 - November 2014
SAP March 2014 - November 2014
SAP November 2012 - July 2014
SAP August 2008 - November 2012
Drexel University November 2007 - August 2008
CertainTeed Corporation September 2006 - March 2007
PFPC June 2004 - March 2005
Skills
Software Documentation, Process Improvement, CRM, Analysis, Program Management, Business Analysis, Databases, Enterprise Software, Analytics, Visio, Project Planning, Access, Operations Management, Troubleshooting, SAP, Well-organized, Data Analysis, Team Leadership, Business Intelligence, Business Process, Logistics, Advanced Excel, Documentation, Problem Solving, Microsoft SQL Server, PL/SQL, Management
Education
La Salle University - School of Business Administration 2009 — 2012
MBA, Management
Drexel University 2003 — 2008
BS, MIS and OPM
Greg Hinkson's PFPC Experience 1998 - July 2010
Job AVP Business Development at PNC Global Investment Servicing
Industry Financial Services
Experience
BNY Mellon 2010 - Present
PNC Global Investor Servicing March 1998 - July 2010
PNC Global Investment Servicing 1998 - July 2010
PNC Global Investment Servicing (formerly PFPC) 1998 - July 2010
PFPC 1998 - July 2010
FPS 1992 - 1998
Fund Plan Services 1992 - 1998
US Army October 1988 - July 1992
Skills
Wealth Management, Securities, Investments, Mutual Funds, Portfolio Management, Equities, Risk Management, Financial Services, Business Analysis, Banking, Relationship Management, Alternative Investments, Asset Management, Financial Analysis, Financial Risk, Project Management, Hedge Funds, Series 7, Fixed Income, Executive Management, SDLC, Trading, Capital Markets, Finance, Business Development, Derivatives, Due Diligence, Back Office, Corporate Actions, ETFs, Investment Management, AML
Education
La Salle University - School of Business Administration 1984 — 1988
BS, Business
University of Hartford 1982 — 1984
Business
Germantown Academy 1978 — 1982
BNY Mellon 2010 - Present
PNC Global Investor Servicing March 1998 - July 2010
PNC Global Investment Servicing 1998 - July 2010
PNC Global Investment Servicing (formerly PFPC) 1998 - July 2010
PFPC 1998 - July 2010
FPS 1992 - 1998
Fund Plan Services 1992 - 1998
US Army October 1988 - July 1992
Skills
Wealth Management, Securities, Investments, Mutual Funds, Portfolio Management, Equities, Risk Management, Financial Services, Business Analysis, Banking, Relationship Management, Alternative Investments, Asset Management, Financial Analysis, Financial Risk, Project Management, Hedge Funds, Series 7, Fixed Income, Executive Management, SDLC, Trading, Capital Markets, Finance, Business Development, Derivatives, Due Diligence, Back Office, Corporate Actions, ETFs, Investment Management, AML
Education
La Salle University - School of Business Administration 1984 — 1988
BS, Business
University of Hartford 1982 — 1984
Business
Germantown Academy 1978 — 1982
Dan Moore, CFA's PFPC Experience June 2000 - July 2003
Job Fixed Income Analyst at DuPont Capital Management
Industry Investment Management
Experience
DuPont Capital Management November 2009 - Present
DuPont Capital Management July 2003 - January 2010
PFPC June 2000 - July 2003
Skills
Financial Analysis, Financial Modeling, Bloomberg, Investments, Fixed Income, Valuation, Financial Reporting, Asset Managment, Portfolio Management, Accounting, Account Reconciliation, Equities, Corporate Finance, Cash Management
Education
Drexel University 2004 — 2007
MBA
Washington and Jefferson College 1996 — 2000
BA, Accounting
Burrell
DuPont Capital Management November 2009 - Present
DuPont Capital Management July 2003 - January 2010
PFPC June 2000 - July 2003
Skills
Financial Analysis, Financial Modeling, Bloomberg, Investments, Fixed Income, Valuation, Financial Reporting, Asset Managment, Portfolio Management, Accounting, Account Reconciliation, Equities, Corporate Finance, Cash Management
Education
Drexel University 2004 — 2007
MBA
Washington and Jefferson College 1996 — 2000
BA, Accounting
Burrell
Eugene Conlon's PFPC Experience 2003 - 2005
Job Director, Client and Advisor Insights at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2011 - Present
Fidelity Investments November 2005 - October 2011
PFPC 2003 - 2005
Skills
Financial Services, Mutual Funds, Relationship Management, Series 63, Investments, Segmentation, Analytics, Asset Management, Series 7, Portfolio Management, Competitive Analysis, Financial Modeling, Securities, Vendor Management, Strategy, Hedge Funds, Business Analysis, Marketing Strategy, Salesforce.com, Strategic Planning
Education
Massachusetts College of Liberal Arts 1995 — 1999
BS, Business Administration - Marketing
Fidelity Investments October 2011 - Present
Fidelity Investments November 2005 - October 2011
PFPC 2003 - 2005
Skills
Financial Services, Mutual Funds, Relationship Management, Series 63, Investments, Segmentation, Analytics, Asset Management, Series 7, Portfolio Management, Competitive Analysis, Financial Modeling, Securities, Vendor Management, Strategy, Hedge Funds, Business Analysis, Marketing Strategy, Salesforce.com, Strategic Planning
Education
Massachusetts College of Liberal Arts 1995 — 1999
BS, Business Administration - Marketing
Paul Lafayette's PFPC Experience June 2001 - November 2004
Job Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman May 2012 - Present
State Street November 2004 - May 2012
PFPC June 2001 - November 2004
PFPC 2001 - 2004
Skills
Hedge Funds, Private Equity, Fund Accounting, Fund Administration, Alternative Investments, Fund Of Funds, Securities, Equities, Fixed Income, Tax, Investments, Financial Reporting, Portfolio Management, Accounting, Financial Statements
Education
University of Massachusetts at Amherst - Isenberg School of Management 1997 — 2001
Bachelor of Business Administration (BBA), Accounting
Brown Brothers Harriman May 2012 - Present
State Street November 2004 - May 2012
PFPC June 2001 - November 2004
PFPC 2001 - 2004
Skills
Hedge Funds, Private Equity, Fund Accounting, Fund Administration, Alternative Investments, Fund Of Funds, Securities, Equities, Fixed Income, Tax, Investments, Financial Reporting, Portfolio Management, Accounting, Financial Statements
Education
University of Massachusetts at Amherst - Isenberg School of Management 1997 — 2001
Bachelor of Business Administration (BBA), Accounting
Robert Garvey's PFPC Experience 2004 - 2005
Job Senior SQL Server DBA at Xerox
Industry Information Technology and Services
Experience
Xerox November 2012 - February 2014
PJM Interconnection March 2009 - January 2011
Sovereign Bank July 2008 - December 2008
Comcast Cable July 2007 - June 2008
sovereign bank - reading ,pa January 2006 - January 2007
SunGard Higher Education 2005 - 2006
ADVISORport August 2004 - August 2005
PFPC 2004 - 2005
Skills
Disaster Recovery, SSIS, T-SQL, Microsoft SQL Server, Databases, SQL, Security, Database Design, Database Administration, Data Warehousing, SharePoint
Education
La Salle University 1982 — 1986
Bachelors, Computer Science
Xerox November 2012 - February 2014
PJM Interconnection March 2009 - January 2011
Sovereign Bank July 2008 - December 2008
Comcast Cable July 2007 - June 2008
sovereign bank - reading ,pa January 2006 - January 2007
SunGard Higher Education 2005 - 2006
ADVISORport August 2004 - August 2005
PFPC 2004 - 2005
Skills
Disaster Recovery, SSIS, T-SQL, Microsoft SQL Server, Databases, SQL, Security, Database Design, Database Administration, Data Warehousing, SharePoint
Education
La Salle University 1982 — 1986
Bachelors, Computer Science
Janet Bushick's PFPC Experience August 1995 - July 2002
Job Assistant Controller
Industry Investment Management
Experience
Board of Pensions of the Presbyterian Church February 2008 - Present
Dupont Capital Management July 2005 - February 2008
DuPont Capital Management July 2002 - February 2005
PFPC August 1995 - July 2002
Zelenkofske Axlerod & Co, Ltd. January 1994 - July 1995
SEI 1991 - 1993
Skills
Analysis, Asset Management, Financial Analysis
Education
Drexel University 2004 — 2007
MBA
Pennsylvania State University 1986 — 1991
accounting
Board of Pensions of the Presbyterian Church February 2008 - Present
Dupont Capital Management July 2005 - February 2008
DuPont Capital Management July 2002 - February 2005
PFPC August 1995 - July 2002
Zelenkofske Axlerod & Co, Ltd. January 1994 - July 1995
SEI 1991 - 1993
Skills
Analysis, Asset Management, Financial Analysis
Education
Drexel University 2004 — 2007
MBA
Pennsylvania State University 1986 — 1991
accounting
John Monaco's PFPC Experience 2000 - 2003
Job Technical Support Services Global Support at Kronos
Industry Computer Software
Experience
Kronos June 2012 - Present
e-Dialog August 2009 - May 2012
Akamai August 2006 - August 2009
Deploy Solutions, Inc. 2003 - 2006
PFPC 2000 - 2003
Skills
Technical Support, DNS, TCP/IP, Operating Systems, Virtualization, Testing, Lotus Notes, System Administration, SaaS, Enterprise Software, IT Operations, Cloud Computing, Agile Methodologies, Unix
Education
Framingham State College 1992 — 1996
Kronos June 2012 - Present
e-Dialog August 2009 - May 2012
Akamai August 2006 - August 2009
Deploy Solutions, Inc. 2003 - 2006
PFPC 2000 - 2003
Skills
Technical Support, DNS, TCP/IP, Operating Systems, Virtualization, Testing, Lotus Notes, System Administration, SaaS, Enterprise Software, IT Operations, Cloud Computing, Agile Methodologies, Unix
Education
Framingham State College 1992 — 1996
Jonathan Stetler's PFPC Experience May 2000 - June 2004
Job Mutual Fund Income Specialist @ SEI Private Trust Company
Industry Financial Services
Experience
ASCENSUS Trading & investments November 2010 - Present
Brinker Capital June 2004 - November 2010
PFPC May 2000 - June 2004
Skills
Investments, Financial Services, Mutual Funds, Securities, Wealth Management, Asset Management, Asset Allocation, Investment Advisory, Alternative Investments, Series 7, Equities, Series 63, Investment Strategies, Retirement Planning, ETFs, Portfolio Management, 401k, Retirement, Fixed Income, Trading
Education
Drew University 1994 — 1998
Pre-Law Studies
Governor Dummer Academy 1990 — 1994
ASCENSUS Trading & investments November 2010 - Present
Brinker Capital June 2004 - November 2010
PFPC May 2000 - June 2004
Skills
Investments, Financial Services, Mutual Funds, Securities, Wealth Management, Asset Management, Asset Allocation, Investment Advisory, Alternative Investments, Series 7, Equities, Series 63, Investment Strategies, Retirement Planning, ETFs, Portfolio Management, 401k, Retirement, Fixed Income, Trading
Education
Drew University 1994 — 1998
Pre-Law Studies
Governor Dummer Academy 1990 — 1994
Fran Migliocco's PFPC Experience June 1992 - June 1996
Job VP Fixed Income Porfolio Manager at ADP
Industry Financial Services
Experience
ADP November 2005 - Present
MBNA June 1996 - November 2005
PFPC June 1992 - June 1996
Skills
Banking, Credit, Fixed Income, Portfolio Management, Risk Management, Capital Markets, Financial Modeling, Financial Analysis, Treasury Management, Credit Analysis, Investments, Credit Cards, Credit Risk, Series 7, Mutual Funds
Education
Goldey-Beacom College 1999 — 2002
MBA, Finance
Wilmington University 1988 — 1992
B.S., Banking & Finance
St. Elizabeth High School 1984 — 1988
ADP November 2005 - Present
MBNA June 1996 - November 2005
PFPC June 1992 - June 1996
Skills
Banking, Credit, Fixed Income, Portfolio Management, Risk Management, Capital Markets, Financial Modeling, Financial Analysis, Treasury Management, Credit Analysis, Investments, Credit Cards, Credit Risk, Series 7, Mutual Funds
Education
Goldey-Beacom College 1999 — 2002
MBA, Finance
Wilmington University 1988 — 1992
B.S., Banking & Finance
St. Elizabeth High School 1984 — 1988
Jeff Kafel's PFPC Experience April 1996 - May 1997
Job Vice President LFG Distribution Financial Reporting & Analysis at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group June 2014 - Present
Lincoln Financial Group May 2008 - Present
GMAC ResCap April 2006 - May 2008
GMAC Residential October 1998 - April 2006
Fannie Mae May 1997 - October 1998
PFPC April 1996 - May 1997
Coopers & Lybrand, LLC September 1992 - March 1996
Skills
Mergers & Acquisitions, Strategic Planning, Leadership, Financial Analysis, BLS, Analysis, Forecasting, Healthcare, Nursing, Business Process..., Finance, Process Improvement, Oncology, Budgets, Hospitals, CRM, Accounting, Internal Audit, Executive Management, Insurance, Risk Management, Project Planning, Strategic Financial..., Financial Modeling, Financial Services, Internal Controls, Financial Forecasting, Essbase, Sarbanes-Oxley Act, Financial Planning
Education
La Salle University
Master of Business Administration (MBA), Management Information Systems, General, 3.82/4.0
La Salle University
Bachelor's degree, Accounting and Finance, 3.88/4.0
Archbishop Wood
Lincoln Financial Group June 2014 - Present
Lincoln Financial Group May 2008 - Present
GMAC ResCap April 2006 - May 2008
GMAC Residential October 1998 - April 2006
Fannie Mae May 1997 - October 1998
PFPC April 1996 - May 1997
Coopers & Lybrand, LLC September 1992 - March 1996
Skills
Mergers & Acquisitions, Strategic Planning, Leadership, Financial Analysis, BLS, Analysis, Forecasting, Healthcare, Nursing, Business Process..., Finance, Process Improvement, Oncology, Budgets, Hospitals, CRM, Accounting, Internal Audit, Executive Management, Insurance, Risk Management, Project Planning, Strategic Financial..., Financial Modeling, Financial Services, Internal Controls, Financial Forecasting, Essbase, Sarbanes-Oxley Act, Financial Planning
Education
La Salle University
Master of Business Administration (MBA), Management Information Systems, General, 3.82/4.0
La Salle University
Bachelor's degree, Accounting and Finance, 3.88/4.0
Archbishop Wood
Natalie Laws's PFPC Experience June 2003 - April 2005
Job FAA NAV Ops Supervisor at BNY Mellon
Industry Financial Services
Experience
BNY Mellon August 2012 - Present
Wilmington Trust April 2005 - Present
Wilmington Trust April 2005 - August 2012
PFPC June 2003 - April 2005
Christiana Care Health System April 2003 - June 2003
Skills
Bloomberg, Alternative Investments, Accounting, Hedge Funds, Bonds, Financial Reporting, Fixed Income, Securities, Account Reconciliation, Portfolio Management, Cash Management, Investments, Fund Accounting, Equities, Asset Managment
Education
Goldey Beacom College 2007 — 2008
Bachelor of Science (BS), Accounting, 3.4
Goldey Beacom College 2007 — 2008
Master of Business Administration (MBA), Finance, General, 3.625
BNY Mellon August 2012 - Present
Wilmington Trust April 2005 - Present
Wilmington Trust April 2005 - August 2012
PFPC June 2003 - April 2005
Christiana Care Health System April 2003 - June 2003
Skills
Bloomberg, Alternative Investments, Accounting, Hedge Funds, Bonds, Financial Reporting, Fixed Income, Securities, Account Reconciliation, Portfolio Management, Cash Management, Investments, Fund Accounting, Equities, Asset Managment
Education
Goldey Beacom College 2007 — 2008
Bachelor of Science (BS), Accounting, 3.4
Goldey Beacom College 2007 — 2008
Master of Business Administration (MBA), Finance, General, 3.625
jennifer truitt's PFPC Experience 1998 - 2003
Job Financial Services Professional
Industry Financial Services
Experience
Nationwide Financial June 2004 - Present
pfpc 1998 - 2003
Education
Goldey-Beacom College 1992 — 1997
Nationwide Financial June 2004 - Present
pfpc 1998 - 2003
Education
Goldey-Beacom College 1992 — 1997
Doug Gorr's PFPC Experience April 2006 - February 2007
Job Software QA Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon August 2012 - Present
BNY Mellon Asset Servicing December 2010 - July 2012
PNC Global Investment Servicing April 2007 - December 2010
PFPC April 2006 - February 2007
Skills
Transfer Agency, Mutual Funds, Process Improvement, Customer Relations, Client Services, Customer Service, Test Planning
Education
University of Massachusetts at Amherst - Isenberg School of Management 1993 — 1996
Bachelor of Science, Management
University of Massachusetts, Amherst 1993 — 1996
BNY Mellon August 2012 - Present
BNY Mellon Asset Servicing December 2010 - July 2012
PNC Global Investment Servicing April 2007 - December 2010
PFPC April 2006 - February 2007
Skills
Transfer Agency, Mutual Funds, Process Improvement, Customer Relations, Client Services, Customer Service, Test Planning
Education
University of Massachusetts at Amherst - Isenberg School of Management 1993 — 1996
Bachelor of Science, Management
University of Massachusetts, Amherst 1993 — 1996
Constance Bush's PFPC Experience January 2000 - August 2002
Job AVP Institutional Client Services Liaison at Envestnet, Inc
Industry Financial Services
Experience
Envestnet, Inc December 2011 - Present
FundQuest May 2011 - July 2012
Envestnet Asset Management April 2010 - May 2011
FundQuest December 2007 - May 2010
FundQuest Inc November 2006 - December 2007
FundQuest July 2004 - November 2006
Distributors Inc November 2003 - July 2004
PFPC Inc January 2000 - August 2002
PFPC January 2000 - August 2002
Skills
Analysis, Access, Equities, Mutual Funds, Management, Risk Management, Trading, Portfolio Management, Process Improvement, CRM
Education
University of Massachusetts, Amherst 1995 — 1997
Fitchburg State University
University of Massachusetts, Amherst
Worcester State University
Envestnet, Inc December 2011 - Present
FundQuest May 2011 - July 2012
Envestnet Asset Management April 2010 - May 2011
FundQuest December 2007 - May 2010
FundQuest Inc November 2006 - December 2007
FundQuest July 2004 - November 2006
Distributors Inc November 2003 - July 2004
PFPC Inc January 2000 - August 2002
PFPC January 2000 - August 2002
Skills
Analysis, Access, Equities, Mutual Funds, Management, Risk Management, Trading, Portfolio Management, Process Improvement, CRM
Education
University of Massachusetts, Amherst 1995 — 1997
Fitchburg State University
University of Massachusetts, Amherst
Worcester State University
John Dever's PFPC Experience August 1994 - December 1995
Job Vice President Portfolio Manager at TD
Industry Capital Markets
Experience
TD June 2014 - Present
Continental Bank February 2013 - June 2014
ING Direct July 2005 - July 2012
GMAC Commercial Mortgage June 2003 - July 2005
JP Morgan Securities Inc. December 1995 - May 2003
PFPC August 1994 - December 1995
Skills
CMBS, ABS, Fixed Income, Investments, Valuation, Asset Managment, Capital Markets, Financial Analysis, Financial Modeling, Loans, Underwriting, Derivatives
Education
La Salle University - School of Business Administration 1990 — 1994
BS, Accounting
La Salle College High School 1986 — 1989
TD June 2014 - Present
Continental Bank February 2013 - June 2014
ING Direct July 2005 - July 2012
GMAC Commercial Mortgage June 2003 - July 2005
JP Morgan Securities Inc. December 1995 - May 2003
PFPC August 1994 - December 1995
Skills
CMBS, ABS, Fixed Income, Investments, Valuation, Asset Managment, Capital Markets, Financial Analysis, Financial Modeling, Loans, Underwriting, Derivatives
Education
La Salle University - School of Business Administration 1990 — 1994
BS, Accounting
La Salle College High School 1986 — 1989
Adrienne Woodbury's PFPC Experience January 1999 - June 2004
Job Accounting Manager at Prince Telecom
Industry Accounting
Experience
Prince Telecom February 2014 - Present
Pennrose Management Company November 2012 - February 2014
United Way of Delaware June 2004 - August 2012
PFPC January 1999 - June 2004
JP Morgan July 1997 - January 1999
Pep Boys April 1996 - July 1997
SEI January 1995 - March 1996
CoreStates Bank January 1990 - January 1995
Skills
Credit, Strategic Planning, Employee Relations, Fundraising, Team Building, Customer Service, Access, Budgets, Microsoft Word, Leadership, Account Reconciliation, Financial Analysis, PowerPoint, QuickBooks, Payroll
Education
University of Delaware - Lerner College of Business and Economics 2011 — 2013
MBA
Temple University - Fox School of Business and Management 1988 — 1991
Bachelors of Business Administration, Accounting
Indiana University of Pennsylvania
Indiana University of Pennsylvania
Prince Telecom February 2014 - Present
Pennrose Management Company November 2012 - February 2014
United Way of Delaware June 2004 - August 2012
PFPC January 1999 - June 2004
JP Morgan July 1997 - January 1999
Pep Boys April 1996 - July 1997
SEI January 1995 - March 1996
CoreStates Bank January 1990 - January 1995
Skills
Credit, Strategic Planning, Employee Relations, Fundraising, Team Building, Customer Service, Access, Budgets, Microsoft Word, Leadership, Account Reconciliation, Financial Analysis, PowerPoint, QuickBooks, Payroll
Education
University of Delaware - Lerner College of Business and Economics 2011 — 2013
MBA
Temple University - Fox School of Business and Management 1988 — 1991
Bachelors of Business Administration, Accounting
Indiana University of Pennsylvania
Indiana University of Pennsylvania
James Kuo's PFPC Experience June 2000 - December 2003
Job Business Analyst Fund accounting and Operations
Industry Financial Services
Experience
FundCount, LLC February 2012 - Present
GlobeOp Financial Services 2011 - 2011
International Fund Services (Ireland) Ltd, A State Street Company 2005 - 2011
DPM Mellon 2004 - 2005
PFPC June 2000 - December 2003
Skills
Hedge Funds, Financial Analysis, Fixed Income, Bloomberg, Equities, Derivatives, Fund Accounting, Mutual Funds, Fund Administration, Securities, Alternative Investments, FX Options, Options, Swaps, Corporate Actions, Fund Of Funds, Microsoft Excel, Leadership, Financial Services, Portfolio Management, Middle Office, Bloomberg Terminal, Business Analysis, Back Office, Equity Derivatives, Bonds, VBA, Microsoft Word, Software Implementation, Project Management, Software Implementation...
Education
Indiana University of Pennsylvania
The University of Texas at Arlington
FundCount, LLC February 2012 - Present
GlobeOp Financial Services 2011 - 2011
International Fund Services (Ireland) Ltd, A State Street Company 2005 - 2011
DPM Mellon 2004 - 2005
PFPC June 2000 - December 2003
Skills
Hedge Funds, Financial Analysis, Fixed Income, Bloomberg, Equities, Derivatives, Fund Accounting, Mutual Funds, Fund Administration, Securities, Alternative Investments, FX Options, Options, Swaps, Corporate Actions, Fund Of Funds, Microsoft Excel, Leadership, Financial Services, Portfolio Management, Middle Office, Bloomberg Terminal, Business Analysis, Back Office, Equity Derivatives, Bonds, VBA, Microsoft Word, Software Implementation, Project Management, Software Implementation...
Education
Indiana University of Pennsylvania
The University of Texas at Arlington
Tim Sudders's PFPC Experience 2000 - 2003
Job Account Executive, Fiberlink an IBM Company
Industry Information Technology and Services
Experience
MaaS360 by Fiberlink, an IBM company January 2014 - Present
Iron Mountain January 2013 - November 2013
Iron Mountain June 2011 - December 2012
PC Helps August 2008 - June 2011
Interbay Funding November 2004 - July 2008
PFPC 2000 - 2003
Fiserv Securities 1998 - 2000
Skills
Account Management, Sales, Sales Management, New Business Development, Customer Service, Microsoft Excel, Salesforce.com, Microsoft Office, Outlook, Process Improvement, PowerPoint, Coaching, Microsoft Word, Strategic Planning, Forecasting, Team Building, Direct Sales, Marketing, Project Management, Software Documentation
Education
DeSales University 1994 — 1998
MaaS360 by Fiberlink, an IBM company January 2014 - Present
Iron Mountain January 2013 - November 2013
Iron Mountain June 2011 - December 2012
PC Helps August 2008 - June 2011
Interbay Funding November 2004 - July 2008
PFPC 2000 - 2003
Fiserv Securities 1998 - 2000
Skills
Account Management, Sales, Sales Management, New Business Development, Customer Service, Microsoft Excel, Salesforce.com, Microsoft Office, Outlook, Process Improvement, PowerPoint, Coaching, Microsoft Word, Strategic Planning, Forecasting, Team Building, Direct Sales, Marketing, Project Management, Software Documentation
Education
DeSales University 1994 — 1998
Rajesh Misra, CPA CGMA's PFPC Experience 1998 - 2003
Job at Nationwide Investment Management Group
Industry Accounting
Experience
Nationwide Investment Management Group September 2008 - Present
KPMG Audit February 2004 - August 2008
PFPC 1998 - 2003
Skills
Asset Management, Financial Reporting, SOX, Tax, Audit, Accounting, Mutual Funds, Financial Analysis, Investments, Internal Controls, Auditing, Reconciliation, SEC reporting, Fund Accounting, Derivatives, GAAP, Finance, Financial Statements, SEC filings
Education
Kutztown University of Pennsylvania 1993 — 1998
Business
Nationwide Investment Management Group September 2008 - Present
KPMG Audit February 2004 - August 2008
PFPC 1998 - 2003
Skills
Asset Management, Financial Reporting, SOX, Tax, Audit, Accounting, Mutual Funds, Financial Analysis, Investments, Internal Controls, Auditing, Reconciliation, SEC reporting, Fund Accounting, Derivatives, GAAP, Finance, Financial Statements, SEC filings
Education
Kutztown University of Pennsylvania 1993 — 1998
Business
Kevin Brennan, CPA's PFPC Experience July 2004 - September 2005
Job Senior Manager at McGladrey, LLP
Industry Accounting
Experience
McGladrey, LLP October 2005 - Present
PFPC July 2004 - September 2005
Skills
Accounting, Auditing, Financial Statements, Venture Capital
Education
La Salle University 2000 — 2004
BA, Accounting
Archbishop Wood 1996 — 2000
McGladrey, LLP October 2005 - Present
PFPC July 2004 - September 2005
Skills
Accounting, Auditing, Financial Statements, Venture Capital
Education
La Salle University 2000 — 2004
BA, Accounting
Archbishop Wood 1996 — 2000
Daniel Lennick's PFPC Experience 1998 - 2000
Job Director II at BNY Mellon
Industry Financial Services
Experience
BNY Mellon Alternative Investment Services October 2005 - Present
SEI Investments October 2000 - October 2005
PFPC 1998 - 2000
AIG 1996 - 1998
Skills
Fund Of Funds, Mutual Funds, Financial Services, Equities, Fund Accounting, Securities, Alternative Investments, Fund Administration, Hedge Funds, Bloomberg, Global Custody, Asset Management, Fixed Income, Derivatives, Investments, Asset Allocation, Private Equity, Back Office, Financial Markets, Cash Management, Wealth Management, Capital Markets, Portfolio Management, Options
Education
Wilmington University 1994 — 1996
Master's, Business Administration
Drexel University - LeBow College of Business 1988 — 1993
BNY Mellon Alternative Investment Services October 2005 - Present
SEI Investments October 2000 - October 2005
PFPC 1998 - 2000
AIG 1996 - 1998
Skills
Fund Of Funds, Mutual Funds, Financial Services, Equities, Fund Accounting, Securities, Alternative Investments, Fund Administration, Hedge Funds, Bloomberg, Global Custody, Asset Management, Fixed Income, Derivatives, Investments, Asset Allocation, Private Equity, Back Office, Financial Markets, Cash Management, Wealth Management, Capital Markets, Portfolio Management, Options
Education
Wilmington University 1994 — 1996
Master's, Business Administration
Drexel University - LeBow College of Business 1988 — 1993
Steve Sivillo's PFPC Experience 2000 - 2004
Job at JP Morgan Asset Management
Industry Investment Management
Experience
JP Morgan Asset Management February 2014 - Present
HSBC Global Asset Management July 2010 - February 2014
Managers Investment Group January 2009 - July 2010
AllianceBernstein May 2005 - January 2009
Fidelity Investments 2004 - 2005
PFPC 2000 - 2004
Investors Bank & Trust 1999 - 2000
Evergreen Investments, Inc. 1997 - 1999
Furman Selz December 1994 - January 1997
The Bank of New York May 1993 - December 1994
Skills
Mutual Funds, Asset Management, Equities, Alternative Investments, Securities, Hedge Funds, Fixed Income, Investment Management, Financial Services, Product Management, Asset Allocation, Bloomberg, Derivatives, Fund Accounting, Fund Of Funds, Fund Administration, Operational Due..., Management Due Diligence
Education
Hofstra University 1989 — 1993
Bachelor of Business Administration (BBA), Accounting
Chaminade High School 1986 — 1989
JP Morgan Asset Management February 2014 - Present
HSBC Global Asset Management July 2010 - February 2014
Managers Investment Group January 2009 - July 2010
AllianceBernstein May 2005 - January 2009
Fidelity Investments 2004 - 2005
PFPC 2000 - 2004
Investors Bank & Trust 1999 - 2000
Evergreen Investments, Inc. 1997 - 1999
Furman Selz December 1994 - January 1997
The Bank of New York May 1993 - December 1994
Skills
Mutual Funds, Asset Management, Equities, Alternative Investments, Securities, Hedge Funds, Fixed Income, Investment Management, Financial Services, Product Management, Asset Allocation, Bloomberg, Derivatives, Fund Accounting, Fund Of Funds, Fund Administration, Operational Due..., Management Due Diligence
Education
Hofstra University 1989 — 1993
Bachelor of Business Administration (BBA), Accounting
Chaminade High School 1986 — 1989
James Njenga's PFPC Experience May 2003 - January 2006
Job Tax Consultant at Deloitte Tax
Industry Financial Services
Jolly Inger's PFPC Experience July 2002 - March 2005
Job Independent Consultant
Industry Investment Management
Experience
FrontLine Compliance, LLC December 2014 - Present
Nationwide Funds Group February 2009 - August 2014
Nationwide Funds Group January 2007 - February 2009
Constellation Investment Management Company April 2005 - June 2006
PFPC July 2002 - March 2005
Morgan, Lewis & Bockius LLP September 1997 - June 2002
Skills
Mutual Funds, Securities, Management, Financial Services, Insurance, Series 7, Risk Management, Series 63, Asset Allocation, Asset Management, Alternative Investments, Investments, Relationship Management, Investment Management, Hedge Funds, Series 6, Leadership, Due Diligence, Fixed Income, Financial Modeling, Equities, Investment Advisory, Wealth Management
Education
James Madison University 1993 — 1997
BA, History
FrontLine Compliance, LLC December 2014 - Present
Nationwide Funds Group February 2009 - August 2014
Nationwide Funds Group January 2007 - February 2009
Constellation Investment Management Company April 2005 - June 2006
PFPC July 2002 - March 2005
Morgan, Lewis & Bockius LLP September 1997 - June 2002
Skills
Mutual Funds, Securities, Management, Financial Services, Insurance, Series 7, Risk Management, Series 63, Asset Allocation, Asset Management, Alternative Investments, Investments, Relationship Management, Investment Management, Hedge Funds, Series 6, Leadership, Due Diligence, Fixed Income, Financial Modeling, Equities, Investment Advisory, Wealth Management
Education
James Madison University 1993 — 1997
BA, History
Matthew Spring's PFPC Experience September 2004 - August 2005
Job Senior Business Analyst at Penn Mutual
Industry Insurance
Experience
Penn Mutual October 2007 - Present
AllianceOne September 2005 - May 2007
PFPC September 2004 - August 2005
Skills
Business Analysis, SDLC, Requirements Analysis, Process Improvement, Management, Change Management, Vendor Management, Visio, Project Management, Business Process..., Analysis, iGrafx, Insurance
Education
La Salle University 2000 — 2004
Multimedia Graphic and System Design
Penn Mutual October 2007 - Present
AllianceOne September 2005 - May 2007
PFPC September 2004 - August 2005
Skills
Business Analysis, SDLC, Requirements Analysis, Process Improvement, Management, Change Management, Vendor Management, Visio, Project Management, Business Process..., Analysis, iGrafx, Insurance
Education
La Salle University 2000 — 2004
Multimedia Graphic and System Design
Neil Galauski's PFPC Experience May 2007 - July 2008
Job Senior Portfolio Control Analyst at State Street
Industry Accounting
Experience
State Street January 2012 - Present
BNY Mellon July 2008 - January 2012
PFPC May 2007 - July 2008
Skills
Cash Management, Microsoft Office, Account Reconciliation, Strategic Financial..., Microsoft Excel, Banking, International Investment
Education
Indiana University of Pennsylvania 2001 — 2005
B.S., Finance
State Street January 2012 - Present
BNY Mellon July 2008 - January 2012
PFPC May 2007 - July 2008
Skills
Cash Management, Microsoft Office, Account Reconciliation, Strategic Financial..., Microsoft Excel, Banking, International Investment
Education
Indiana University of Pennsylvania 2001 — 2005
B.S., Finance
Eric Maiuri's PFPC Experience October 2001 - January 2003
Job VP/Private Banker at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney June 2010 - Present
Bank of America/Merrill Lynch January 2003 - June 2010
PFPC October 2001 - January 2003
Skills
Series 7, Credit, Securities, Series 63, Strategic Financial..., Mortgage Lending, Wealth Management, Banking, Loans, Private Banking, Portfolio Management, Retirement Planning, Commercial Lending, Mutual Funds, Financial Services, Investments, Credit Analysis, Uniform Combined State..., Commercial Banking, Consumer Lending, Relationship Management, Investment Advisory, Wealth Management..., Series 6
Education
Framingham State University 1997 — 2001
Bachelor of Science, Business Administration
Morgan Stanley Smith Barney June 2010 - Present
Bank of America/Merrill Lynch January 2003 - June 2010
PFPC October 2001 - January 2003
Skills
Series 7, Credit, Securities, Series 63, Strategic Financial..., Mortgage Lending, Wealth Management, Banking, Loans, Private Banking, Portfolio Management, Retirement Planning, Commercial Lending, Mutual Funds, Financial Services, Investments, Credit Analysis, Uniform Combined State..., Commercial Banking, Consumer Lending, Relationship Management, Investment Advisory, Wealth Management..., Series 6
Education
Framingham State University 1997 — 2001
Bachelor of Science, Business Administration
Lujean Johnson's PFPC Experience 1989 - 1996
Job Program Manager at Fidelity Charitable
Industry Financial Services
Experience
Fidelity Charitable January 2014 - Present
Pyramis Global Advisors December 2011 - January 2014
Fidelity 1996 - December 2011
PFPC 1989 - 1996
Skills
SDLC, Financial Services, Investments, Mutual Funds, 401k, Business Analysis, Vendor Management, Relationship Management, Business Requirements, Retirement, Risk Management, Process Improvement, Series 7, Series 63, Project Portfolio..., Requirements Gathering, Business Process..., Series 6, Banking, PMO, Resource Management, Portfolio Management, Investment Management, Securities, Fixed Income, Asset Management, FINRA, Asset Allocation, Strategic Financial..., AML, ETFs
Education
Cardnial Cushing High 1984 — 1989
Fisher College
Bachelor's in Management, Business
Fidelity Charitable January 2014 - Present
Pyramis Global Advisors December 2011 - January 2014
Fidelity 1996 - December 2011
PFPC 1989 - 1996
Skills
SDLC, Financial Services, Investments, Mutual Funds, 401k, Business Analysis, Vendor Management, Relationship Management, Business Requirements, Retirement, Risk Management, Process Improvement, Series 7, Series 63, Project Portfolio..., Requirements Gathering, Business Process..., Series 6, Banking, PMO, Resource Management, Portfolio Management, Investment Management, Securities, Fixed Income, Asset Management, FINRA, Asset Allocation, Strategic Financial..., AML, ETFs
Education
Cardnial Cushing High 1984 — 1989
Fisher College
Bachelor's in Management, Business
Kelly Aschenbach's PFPC Experience December 2003 - October 2005
Job Financial Services
Industry Financial Services
Experience
Montgomery County Intermediate Unit June 2013 - Present
Capital One February 2012 - June 2013
ING Direct August 2007 - February 2012
JPMorgan Chase October 2005 - August 2007
PFPC December 2003 - October 2005
Skills
Banking, Credit, Financial Analysis, Management, Financial Risk, Credit Risk
Education
Goldey-Beacom College 2006 — 2008
Masters of Business, Finance
Stockton University 1999 — 2003
Bachelor of Science, Computer Science/Information Systems with Minor in Business
Montgomery County Intermediate Unit June 2013 - Present
Capital One February 2012 - June 2013
ING Direct August 2007 - February 2012
JPMorgan Chase October 2005 - August 2007
PFPC December 2003 - October 2005
Skills
Banking, Credit, Financial Analysis, Management, Financial Risk, Credit Risk
Education
Goldey-Beacom College 2006 — 2008
Masters of Business, Finance
Stockton University 1999 — 2003
Bachelor of Science, Computer Science/Information Systems with Minor in Business
Yuliya Penchak's PFPC Experience March 2007 - October 2007
Job Credit Risk Analyst
Industry Financial Services
Experience
Ukrainian Selfreliance Federal Credit Union May 2015 - Present
Fira Express, Inc September 2001 - May 2015
Ukrainian Heritage School September 2004 - January 2014
DeVry University July 2012 - January 2013
JP Morgan August 2010 - July 2012
Goldman Sachs Asset Management April 2008 - September 2008
PFPC March 2007 - October 2007
CertainTeed Corporation July 2006 - September 2006
Skills
Financial Analysis, Asset Management, Financial Modeling, Investments, Equities, Portfolio Management, Finance
Education
La Salle University - School of Business Administration 2009 — 2010
MBA, Finance
Drexel University - LeBow College of Business 2005 — 2009
BS, Business: Finance and Legal Studies
Ukrainian Heritage School 2001 — 2004
Language School, Ukrainian
Ukrainian Selfreliance Federal Credit Union May 2015 - Present
Fira Express, Inc September 2001 - May 2015
Ukrainian Heritage School September 2004 - January 2014
DeVry University July 2012 - January 2013
JP Morgan August 2010 - July 2012
Goldman Sachs Asset Management April 2008 - September 2008
PFPC March 2007 - October 2007
CertainTeed Corporation July 2006 - September 2006
Skills
Financial Analysis, Asset Management, Financial Modeling, Investments, Equities, Portfolio Management, Finance
Education
La Salle University - School of Business Administration 2009 — 2010
MBA, Finance
Drexel University - LeBow College of Business 2005 — 2009
BS, Business: Finance and Legal Studies
Ukrainian Heritage School 2001 — 2004
Language School, Ukrainian
William Effing's PFPC Experience 2000 - 2003
Job VPSr. Financial Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2011 - Present
Johnson & Johnson August 2008 - August 2011
Merrill Lynch 2007 - 2008
Merrill Lynch 2005 - 2007
Ascensus 2003 - 2005
PFPC 2000 - 2003
Skills
Financial Analysis
Education
La Salle University - School of Business Administration 2005 — 2008
MBA, Finance
East Stroudsburg University of Pennsylvania 1996 — 2000
Bachelors, Economics
East Stroudsburg University of Pennsylvania 1996 — 2000
Bachelors, Business Management
Merrill Lynch August 2011 - Present
Johnson & Johnson August 2008 - August 2011
Merrill Lynch 2007 - 2008
Merrill Lynch 2005 - 2007
Ascensus 2003 - 2005
PFPC 2000 - 2003
Skills
Financial Analysis
Education
La Salle University - School of Business Administration 2005 — 2008
MBA, Finance
East Stroudsburg University of Pennsylvania 1996 — 2000
Bachelors, Economics
East Stroudsburg University of Pennsylvania 1996 — 2000
Bachelors, Business Management
Dennis Mulligan's PFPC Experience 1993 - 2000
Job Director Portfolio Compliance at BlackRock
Industry Investment Management
Experience
BlackRock March 2014 - Present
BlackRock November 2004 - Present
Delaware Investments 2001 - 2004
PFPC 1993 - 2000
PFPC September 1993 - September 1998
Ernst & Youlng LLP 1997 - 1998
Ernst & Young LLP 1997 - 1998
Skills
Equities, Mutual Funds, Fund Accounting, Financial Reporting, SEC filings
Education
DeSales University 1988 — 1992
BS, Accounting
BlackRock March 2014 - Present
BlackRock November 2004 - Present
Delaware Investments 2001 - 2004
PFPC 1993 - 2000
PFPC September 1993 - September 1998
Ernst & Youlng LLP 1997 - 1998
Ernst & Young LLP 1997 - 1998
Skills
Equities, Mutual Funds, Fund Accounting, Financial Reporting, SEC filings
Education
DeSales University 1988 — 1992
BS, Accounting
Diane Thai's PFPC Experience April 1998 - April 2001
Job Asset Management Advisory
Industry Management Consulting
Experience
PwC 2011 - Present
Credit Suisse 2010 - 2011
Vanguard 2001 - 2010
PFPC April 1998 - April 2001
Ernst & Young May 1997 - April 1998
Skills
Asset Management, Program Management, Change Management, Operations Management, Management Consulting, Due Diligence, Process Improvement, Strategic Planning, Business Strategy, Process Engineering, Compliance, Vendor Management, Business Process..., Six Sigma, Risk Management, Project Planning, Business Transformation, Large Scale Business..., Technology Enabled..., Transformation Programs, Strategic Programs, Strategic Program..., Agile Project Management, Agile & Waterfall...
Education
Drexel University
BS
PwC 2011 - Present
Credit Suisse 2010 - 2011
Vanguard 2001 - 2010
PFPC April 1998 - April 2001
Ernst & Young May 1997 - April 1998
Skills
Asset Management, Program Management, Change Management, Operations Management, Management Consulting, Due Diligence, Process Improvement, Strategic Planning, Business Strategy, Process Engineering, Compliance, Vendor Management, Business Process..., Six Sigma, Risk Management, Project Planning, Business Transformation, Large Scale Business..., Technology Enabled..., Transformation Programs, Strategic Programs, Strategic Program..., Agile Project Management, Agile & Waterfall...
Education
Drexel University
BS
Garik Rudikh's PFPC Experience 2005 - 2007
Job Operations Risk Analyst at Lighthouse Investment Partners
Industry Financial Services
Experience
Lighthouse Investment Partners June 2007 - Present
PFPC 2005 - 2007
Skills
Alternative Investments, Derivatives, Fund Accounting, Fund Of Funds, Equities, Hedge Funds, Fixed Income, Asset Management, Middle Office, Bloomberg Terminal, Fund Administration, FX Options, Bloomberg, Bonds, Asset Allocation
Education
Drexel University - LeBow College of Business 1999 — 2004
BSBA, International Business / Finance
Lighthouse Investment Partners June 2007 - Present
PFPC 2005 - 2007
Skills
Alternative Investments, Derivatives, Fund Accounting, Fund Of Funds, Equities, Hedge Funds, Fixed Income, Asset Management, Middle Office, Bloomberg Terminal, Fund Administration, FX Options, Bloomberg, Bonds, Asset Allocation
Education
Drexel University - LeBow College of Business 1999 — 2004
BSBA, International Business / Finance
Dennis Durkin's PFPC Experience June 1999 - November 2000
Job Senior Financial Analyst Mortgage Forecasting & Profitability at USAA
Industry Financial Services
Experience
USAA January 2015 - Present
Allen Tate Mortgage November 2000 - January 2015
PFPC June 1999 - November 2000
Skills
Capital Markets, Real Estate, Mortgage Banking, FHA, Refinance, Underwriting, FHA financing, Mortgage Lending, Credit, First Time Home Buyers, Loans, Loan Origination, VA loans, Residential Mortgages, Finance
Education
Elon University 1995 — 1999
BS, Finance and Marketing
USAA January 2015 - Present
Allen Tate Mortgage November 2000 - January 2015
PFPC June 1999 - November 2000
Skills
Capital Markets, Real Estate, Mortgage Banking, FHA, Refinance, Underwriting, FHA financing, Mortgage Lending, Credit, First Time Home Buyers, Loans, Loan Origination, VA loans, Residential Mortgages, Finance
Education
Elon University 1995 — 1999
BS, Finance and Marketing
Steve O'Neil's PFPC Experience 1998 - March 2006
Job Senior Business Analyst BNY Mellon
Industry Financial Services
Experience
BNY Mellon November 2009 - Present
PNC Global Investment Servicing March 2006 - January 2009
PFPC 1998 - March 2006
First Data Corporation 1997 - 1997
First Data Corporation 1991 - 1996
The Boston Company 1986 - 1991
The Boston Company 1983 - 1991
Skills
Mutual Funds, Fund Accounting, SDLC, Business Analysis, Transfer Agency, Software Documentation, Systems Analysis, Requirements Gathering, Testing, Analysis, Accounting, Financial Services, PMP, Business Requirements, Securities, Oracle, Cross-functional Team..., System Testing, Software Development
Education
Franklin Pierce University 1972 — 1976
BA, Economics and Management
BNY Mellon November 2009 - Present
PNC Global Investment Servicing March 2006 - January 2009
PFPC 1998 - March 2006
First Data Corporation 1997 - 1997
First Data Corporation 1991 - 1996
The Boston Company 1986 - 1991
The Boston Company 1983 - 1991
Skills
Mutual Funds, Fund Accounting, SDLC, Business Analysis, Transfer Agency, Software Documentation, Systems Analysis, Requirements Gathering, Testing, Analysis, Accounting, Financial Services, PMP, Business Requirements, Securities, Oracle, Cross-functional Team..., System Testing, Software Development
Education
Franklin Pierce University 1972 — 1976
BA, Economics and Management
Wanda Paul's PFPC Experience March 2000 - September 2000
Job Senior Accounts Payable Administrator at Indevus Pharmaceuticals
Industry Pharmaceuticals
Experience
Indevus Pharmaceuticals September 2000 - Present
PFPC March 2000 - September 2000
Essex Investment Management March 1980 - March 1986
Education
Massachusetts Bay Community College
Associate
Indevus Pharmaceuticals September 2000 - Present
PFPC March 2000 - September 2000
Essex Investment Management March 1980 - March 1986
Education
Massachusetts Bay Community College
Associate
Joan C. Juneau's PFPC Experience May 2007 - May 2008
Job Consultant Import Administrator
Industry Medical Devices
Experience
Waters Corporation May 2015 - Present
CONMED Corporation September 2013 - March 2015
Coldwell Banker Real Estate April 2013 - July 2013
Massachusetts Medical Society April 2012 - January 2013
Sidera Networks July 2008 - February 2012
PFPC May 2007 - May 2008
Stryker Biotech June 2007 - September 2007
Staples September 2005 - November 2005
IDC July 2004 - September 2004
Fidelity Investments June 1998 - May 2004
Skills
Regulatory Affairs, Marketing Support, Legal Support, Office Administrator, Operations Specialist, 510(k), Calendars, Multi Tasking, Planning and scheduling, Customer Service, Purchase Requisitions, Quality Oriented, Close Attention to..., Exceptional organization, Confidential Documents, Typing, 401k Rollovers, Roth IRA, 403 b, Work Ethic, Dependable Team Player, Events, Records Management, Data Entry, Invoice Processing, Notary Public, Lotus Notes, Microsoft Office, Worldox, SharePoint, ScanSnap iX500, SAP, Sametime
Education
Lyndon State College 1979 — 1980
Administrative Assistant and Secretarial Science, General
Waters Corporation May 2015 - Present
CONMED Corporation September 2013 - March 2015
Coldwell Banker Real Estate April 2013 - July 2013
Massachusetts Medical Society April 2012 - January 2013
Sidera Networks July 2008 - February 2012
PFPC May 2007 - May 2008
Stryker Biotech June 2007 - September 2007
Staples September 2005 - November 2005
IDC July 2004 - September 2004
Fidelity Investments June 1998 - May 2004
Skills
Regulatory Affairs, Marketing Support, Legal Support, Office Administrator, Operations Specialist, 510(k), Calendars, Multi Tasking, Planning and scheduling, Customer Service, Purchase Requisitions, Quality Oriented, Close Attention to..., Exceptional organization, Confidential Documents, Typing, 401k Rollovers, Roth IRA, 403 b, Work Ethic, Dependable Team Player, Events, Records Management, Data Entry, Invoice Processing, Notary Public, Lotus Notes, Microsoft Office, Worldox, SharePoint, ScanSnap iX500, SAP, Sametime
Education
Lyndon State College 1979 — 1980
Administrative Assistant and Secretarial Science, General
Stella Takizala's PFPC Experience June 2001 - July 2006
Job Management Analyst III at State of Delaware
Industry Government Administration
Experience
State of Delaware July 2013 - Present
Wichita Falls Housing Authority December 2009 - October 2012
State of Delaware February 2008 - June 2009
State of Delaware July 2006 - February 2008
PFPC June 2001 - July 2006
PFPC June 2000 - October 2001
Evansville Black Coalition, Inc. 1997 - 1999
Skills
Forecasting, Accounting, Financial Analysis, Financial Reporting, Access, Microsoft Office, Budgets, Government Accounting, Contract Management, Banking, Inventory Management, Analysis, Data Analysis, Program Management, Management, Government, Microsoft Excel, Policy
Education
Indiana State University - Scott College of Business 1995 — 1997
BS, Business Administration
State of Delaware July 2013 - Present
Wichita Falls Housing Authority December 2009 - October 2012
State of Delaware February 2008 - June 2009
State of Delaware July 2006 - February 2008
PFPC June 2001 - July 2006
PFPC June 2000 - October 2001
Evansville Black Coalition, Inc. 1997 - 1999
Skills
Forecasting, Accounting, Financial Analysis, Financial Reporting, Access, Microsoft Office, Budgets, Government Accounting, Contract Management, Banking, Inventory Management, Analysis, Data Analysis, Program Management, Management, Government, Microsoft Excel, Policy
Education
Indiana State University - Scott College of Business 1995 — 1997
BS, Business Administration
Daniel Ebert's PFPC Experience 1993 - 1997
Job Sr. Plan Services Account Manager at Empower Retirement
Industry Financial Services
Experience
EMPOWER Retirement June 2015 - Present
Santander Bank July 2012 - June 2015
AspenCross Financial Group November 2010 - July 2012
Edward Jones February 2010 - November 2010
Fidelity Investments 2001 - 2009
Fidelity Investments 1999 - 2001
Fidelity Investments 1997 - 1999
PFPC 1993 - 1997
Skills
401k, Retirement Planning, Profit Sharing, Qualified Retirement..., ESOP, Mutual Funds, Retirement, Series 63, Series 7, Investments, Financial Services, Series 6, Employee Benefits, Securities, Pensions, Relationship Management, Strategic Financial..., Defined Benefit, FINRA
Education
Fitchburg State University 1990 — 1993
Bachelors, Economics
EMPOWER Retirement June 2015 - Present
Santander Bank July 2012 - June 2015
AspenCross Financial Group November 2010 - July 2012
Edward Jones February 2010 - November 2010
Fidelity Investments 2001 - 2009
Fidelity Investments 1999 - 2001
Fidelity Investments 1997 - 1999
PFPC 1993 - 1997
Skills
401k, Retirement Planning, Profit Sharing, Qualified Retirement..., ESOP, Mutual Funds, Retirement, Series 63, Series 7, Investments, Financial Services, Series 6, Employee Benefits, Securities, Pensions, Relationship Management, Strategic Financial..., Defined Benefit, FINRA
Education
Fitchburg State University 1990 — 1993
Bachelors, Economics
Erich Berke's PFPC Experience October 2002 - August 2003
Job Director of Financial Services at ACE Private Risk Services
Industry Insurance
Experience
ACE Private Risk Services March 2014 - Present
ACE Private Risk Services February 2008 - March 2014
ACE October 2005 - February 2008
ACE August 2003 - October 2005
PFPC October 2002 - August 2003
Deloitte April 1999 - October 2002
Deloitte and Touche 1999 - 2002
Deloitte 1999 - 2002
Skills
Internal Controls, Internal Audit, Financial Reporting, Financial Analysis, Accounting, Finance, Risk Management, Process Improvement, Auditing, Enterprise Risk..., Sarbanes-Oxley Act
Education
Duquesne University 1988 — 1992
BBA, Finance and Accounting
ACE Private Risk Services March 2014 - Present
ACE Private Risk Services February 2008 - March 2014
ACE October 2005 - February 2008
ACE August 2003 - October 2005
PFPC October 2002 - August 2003
Deloitte April 1999 - October 2002
Deloitte and Touche 1999 - 2002
Deloitte 1999 - 2002
Skills
Internal Controls, Internal Audit, Financial Reporting, Financial Analysis, Accounting, Finance, Risk Management, Process Improvement, Auditing, Enterprise Risk..., Sarbanes-Oxley Act
Education
Duquesne University 1988 — 1992
BBA, Finance and Accounting
Steven Lindale's PFPC Experience 1997 - 2006
Job VP Senior Compliance Officer WTIA
Industry Financial Services
Experience
Wilmington Trust August 2006 - Present
PNCGIS 1997 - 2006
PFPC 1997 - 2006
Skills
Investments, Financial Services, Asset Managment, Equities, Mutual Funds, Securities, Alternative Investments, Series 63, Fixed Income, Wealth Management, Series 7, Asset Management, Hedge Funds, Portfolio Management, Due Diligence, Financial Analysis, Risk Management
Education
Goldey-Beacom College 2006 — 2008
MBA, Concentration in Finance (High Honors)
University of Delaware 1984 — 1988
Bachelor of Accounting
Wilmington Trust August 2006 - Present
PNCGIS 1997 - 2006
PFPC 1997 - 2006
Skills
Investments, Financial Services, Asset Managment, Equities, Mutual Funds, Securities, Alternative Investments, Series 63, Fixed Income, Wealth Management, Series 7, Asset Management, Hedge Funds, Portfolio Management, Due Diligence, Financial Analysis, Risk Management
Education
Goldey-Beacom College 2006 — 2008
MBA, Concentration in Finance (High Honors)
University of Delaware 1984 — 1988
Bachelor of Accounting
Jen Truitt's PFPC Experience April 1998 - March 2003
Job Accounting Professional
Industry Accounting
Experience
JPMorgan Chase January 2012 - Present
JP Morgan Chase March 2010 - January 2012
Conde Nast March 2008 - December 2008
NATIONWIDE FINANCIAL June 2004 - February 2008
PFPC April 1998 - March 2003
Education
Goldey-Beacom College 2011 — 2013
Bachelor of Science (B.S.), Accounting
Goldey-Beacom College 1992 — 1997
BS, Business Administration
JPMorgan Chase January 2012 - Present
JP Morgan Chase March 2010 - January 2012
Conde Nast March 2008 - December 2008
NATIONWIDE FINANCIAL June 2004 - February 2008
PFPC April 1998 - March 2003
Education
Goldey-Beacom College 2011 — 2013
Bachelor of Science (B.S.), Accounting
Goldey-Beacom College 1992 — 1997
BS, Business Administration
Robert Gariepy's PFPC Experience 2000 - 2009
Job Lab Manager at Lenscrafters
Industry Medical Devices
Experience
Lenscrafters January 2012 - Present
PFPC 2000 - 2009
Skills
Mutual Funds
Education
Johnson & Wales University 1995 — 1996
Woonsocket High School 1991 — 1994
Lenscrafters January 2012 - Present
PFPC 2000 - 2009
Skills
Mutual Funds
Education
Johnson & Wales University 1995 — 1996
Woonsocket High School 1991 — 1994
Jon Townsend, PMP, CSM's PFPC Experience 2001 - 2006
Job Sr Development Manager at Comcast Cable
Industry Information Technology and Services
Experience
Comcast Cable 2014 - Present
SunGard Availability Services 2014 - 2014
ROVI Corp 2012 - 2013
Kenexa 2010 - 2012
GSI Commerce 2009 - 2010
Siemens Medical Solutions USA 2006 - 2009
PFPC 2001 - 2006
Vanguard 1999 - 2001
Skills
Agile Methodologies, Scrum, Integration, Software Development, Enterprise Architecture, Requirements Analysis, Web Services, Microsoft SQL Server, Program Management, Agile Project Management, Business Analysis, SaaS, Enterprise Software, Project Management, XML, Quality Assurance
Education
Penn State University 1999 — 2001
M.S., Information Science
Louisiana State University 1981 — 1986
B.S., Petroleum Engineering
Comcast Cable 2014 - Present
SunGard Availability Services 2014 - 2014
ROVI Corp 2012 - 2013
Kenexa 2010 - 2012
GSI Commerce 2009 - 2010
Siemens Medical Solutions USA 2006 - 2009
PFPC 2001 - 2006
Vanguard 1999 - 2001
Skills
Agile Methodologies, Scrum, Integration, Software Development, Enterprise Architecture, Requirements Analysis, Web Services, Microsoft SQL Server, Program Management, Agile Project Management, Business Analysis, SaaS, Enterprise Software, Project Management, XML, Quality Assurance
Education
Penn State University 1999 — 2001
M.S., Information Science
Louisiana State University 1981 — 1986
B.S., Petroleum Engineering
Mickey Janvier's PFPC Experience 1992 - 1995
Job Head of Business Development at Aberdeen Asset Management
Industry Investment Management
Experience
Aberdeen Asset Management 2011 - Present
Brandywine Global October 1998 - May 2011
Wilmington Trust 1995 - 1998
PFPC 1992 - 1995
Education
Drexel University - LeBow College of Business 2000 — 2002
MBA
Drexel University - LeBow College of Business 1990 — 1995
BA, Marketing
Aberdeen Asset Management 2011 - Present
Brandywine Global October 1998 - May 2011
Wilmington Trust 1995 - 1998
PFPC 1992 - 1995
Education
Drexel University - LeBow College of Business 2000 — 2002
MBA
Drexel University - LeBow College of Business 1990 — 1995
BA, Marketing
Joseph C. Curran III's PFPC Experience February 2004 - December 2006
Job Operations Specialist at Cassie Capital Management
Industry Financial Services
Experience
Cassie Capital Management May 2011 - Present
ADVISORport January 2007 - July 2009
PFPC February 2004 - December 2006
Susquehanna International Group September 1999 - November 2003
Susquehanna Investment Group September 1999 - November 2003
Skills
Wealth Management, Multivariate Statistics, Business Statistics, Technology Evaluation
Education
Drexel University - LeBow College of Business 1999 — 2001
B.S., Finance & Economics
Drexel University
Bachelor of Science, Business & Administration
Drexel University
MBA
Drexel University - College of Business and Administration
MBA, Portfolio Management, 3.5
Cassie Capital Management May 2011 - Present
ADVISORport January 2007 - July 2009
PFPC February 2004 - December 2006
Susquehanna International Group September 1999 - November 2003
Susquehanna Investment Group September 1999 - November 2003
Skills
Wealth Management, Multivariate Statistics, Business Statistics, Technology Evaluation
Education
Drexel University - LeBow College of Business 1999 — 2001
B.S., Finance & Economics
Drexel University
Bachelor of Science, Business & Administration
Drexel University
MBA
Drexel University - College of Business and Administration
MBA, Portfolio Management, 3.5
Kathy Monson's PFPC Experience June 1990 - December 2005
Job Senior Administrative Assistant at EMC
Industry Executive Office
Experience
EMC December 2010 - Present
Milford Humane Society September 2006 - Present
Wellington Management Company July 2008 - November 2008
Biogen Idec September 2007 - June 2008
Boston Scientific July 2006 - May 2007
PFPC June 1990 - December 2005
Skills
Policy, Lotus Notes, Expense Reports, Microsoft Excel, Administrative..., Spreadsheets, Outlook, Travel Arrangements, Invoicing, Training, Process Scheduler, Fundraising, Management
Education
Burdett School
Diploma, Cooperative Executive Secretarial
Fisher College
Certificate, Office Administration
EMC December 2010 - Present
Milford Humane Society September 2006 - Present
Wellington Management Company July 2008 - November 2008
Biogen Idec September 2007 - June 2008
Boston Scientific July 2006 - May 2007
PFPC June 1990 - December 2005
Skills
Policy, Lotus Notes, Expense Reports, Microsoft Excel, Administrative..., Spreadsheets, Outlook, Travel Arrangements, Invoicing, Training, Process Scheduler, Fundraising, Management
Education
Burdett School
Diploma, Cooperative Executive Secretarial
Fisher College
Certificate, Office Administration
Lorraine Holowka's PFPC Experience 2004 - 2009
Job AIS Client Service Officer at BNY Mellon
Industry Financial Services
Experience
BNY Mellon January 2013 - Present
BNY Mellon November 2004 - January 2013
BNY Mellon Asset Servicing November 2004 - August 2010
PNC Global Investment Servicing 2004 - 2009
PFPC 2004 - 2009
Commodities Corporation 1999 - 2004
Goldman Sachs Hedge Fund Strategies Group 1999 - 2004
New York Stock Exchange 1987 - 1999
Education
Manhattan College 1985 — 1987
BS, Finance
BNY Mellon January 2013 - Present
BNY Mellon November 2004 - January 2013
BNY Mellon Asset Servicing November 2004 - August 2010
PNC Global Investment Servicing 2004 - 2009
PFPC 2004 - 2009
Commodities Corporation 1999 - 2004
Goldman Sachs Hedge Fund Strategies Group 1999 - 2004
New York Stock Exchange 1987 - 1999
Education
Manhattan College 1985 — 1987
BS, Finance
Shawn Hardrick's PFPC Experience January 2006 - November 2006
Job Medicare Marketing Database Analyst at Independence Blue Cross
Industry Health, Wellness and Fitness
Experience
Independence Blue Cross July 2013 - Present
Philadelphia Gas Works November 2006 - July 2013
PFPC January 2006 - November 2006
Skills
Microsoft Office, Data Analysis, Database Administration, Database Design, Access Database, Database Marketing, HTML, VBA, Team-oriented, Presentation Development, Technical Support, Web Design, Microsoft Excel, SQL, Goldmine, Training, Project Management, Software Documentation, Access, Program Management, Strategic Planning, Process Improvement
Education
Temple University 1999 — 2003
, Computer Information and Sciences
Hampton University 1996 — 1998
Independence Blue Cross July 2013 - Present
Philadelphia Gas Works November 2006 - July 2013
PFPC January 2006 - November 2006
Skills
Microsoft Office, Data Analysis, Database Administration, Database Design, Access Database, Database Marketing, HTML, VBA, Team-oriented, Presentation Development, Technical Support, Web Design, Microsoft Excel, SQL, Goldmine, Training, Project Management, Software Documentation, Access, Program Management, Strategic Planning, Process Improvement
Education
Temple University 1999 — 2003
, Computer Information and Sciences
Hampton University 1996 — 1998
Nicole Lopez's PFPC Experience June 1998 - January 2007
Job Business Systems Analyst and Professional Photographer
Industry Financial Services
Experience
Nicole Lopez Photography February 2012 - Present
BNY Mellon July 2010 - Present
PNC January 2007 - July 2010
PFPC June 1998 - January 2007
First Data May 1997 - June 1998
Skills
Business Analysis, SDLC, Requirements Gathering, Business Requirements, Process Improvement, User Acceptance Testing, Financial Services, Business Process..., Software Documentation, Software Project..., Systems Analysis, IT Strategy, Customer Service
Education
University of Phoenix 2007 — 2009
Associate's degree, Business Administration and Management, General
Framingham State College 1997 — 1998
Nicole Lopez Photography February 2012 - Present
BNY Mellon July 2010 - Present
PNC January 2007 - July 2010
PFPC June 1998 - January 2007
First Data May 1997 - June 1998
Skills
Business Analysis, SDLC, Requirements Gathering, Business Requirements, Process Improvement, User Acceptance Testing, Financial Services, Business Process..., Software Documentation, Software Project..., Systems Analysis, IT Strategy, Customer Service
Education
University of Phoenix 2007 — 2009
Associate's degree, Business Administration and Management, General
Framingham State College 1997 — 1998
Arthur Ramanjulu's PFPC Experience 1995 - 2007
Job Fund Accounting Manager at SEI
Industry Financial Services
Experience
SEI March 2007 - Present
PFPC 1995 - 2007
Skills
Fund Accounting, Fund Administration, Mutual Funds, Hedge Funds, Financial Reporting, General Ledger, Bloomberg, Investments, Accounting, Cash Management, Internal Controls, Due Diligence, Portfolio Management, Alternative Investments, SEC filings, Securities, Fund Of Funds, SEC Filings
Education
Eastern University 1988 — 1992
MBA, Accounting, Finance
SEI March 2007 - Present
PFPC 1995 - 2007
Skills
Fund Accounting, Fund Administration, Mutual Funds, Hedge Funds, Financial Reporting, General Ledger, Bloomberg, Investments, Accounting, Cash Management, Internal Controls, Due Diligence, Portfolio Management, Alternative Investments, SEC filings, Securities, Fund Of Funds, SEC Filings
Education
Eastern University 1988 — 1992
MBA, Accounting, Finance
Lisa Buskirk's PFPC Experience July 1999 - September 2006
Job Accounting Manager at DCPF
Industry Financial Services
Experience
Delaware Claims Processing Facility September 2006 - Present
PFPC July 1999 - September 2006
Education
Kutztown University of Pennsylvania
MBA
Rider University
BS, Accounting
Delaware Claims Processing Facility September 2006 - Present
PFPC July 1999 - September 2006
Education
Kutztown University of Pennsylvania
MBA
Rider University
BS, Accounting
Kevin Rockwell's PFPC Experience August 1997 - May 2005
Job VP at BNYMellon
Industry Financial Services
Experience
BNY Mellon July 2011 - Present
JPMorgan Chase May 2005 - July 2011
PFPC August 1997 - May 2005
Skills
Financial Analysis, Mutual Funds, Securities, Investments, Asset Management, Microsoft Excel, Finance, Fixed Income, Bloomberg, Derivatives, Project Management, Financial Services, Hedge Funds, Equities, Process Improvement, Leadership, Customer Service, Analysis, Relationship Management, Financial Reporting
Education
Eastern University 2004 — 2006
MBA, Management
BNY Mellon July 2011 - Present
JPMorgan Chase May 2005 - July 2011
PFPC August 1997 - May 2005
Skills
Financial Analysis, Mutual Funds, Securities, Investments, Asset Management, Microsoft Excel, Finance, Fixed Income, Bloomberg, Derivatives, Project Management, Financial Services, Hedge Funds, Equities, Process Improvement, Leadership, Customer Service, Analysis, Relationship Management, Financial Reporting
Education
Eastern University 2004 — 2006
MBA, Management
Andre Morgan's PFPC Experience 2004 - 2006
Job Financial Services Professional
Industry Financial Services
Experience
JPMorgan Chase July 2012 - Present
Morgan Stanley September 2006 - January 2012
PFPC 2004 - 2006
AllianceBernstein 1992 - 2004
Skills
Accounting & Reporting, Risk & Investment..., Metrics, Securities, IRS & SEC Audits, Hedge Fund..., Global Operations, Compliance, Due Diligence, System Conversions, Policies & Procedures, Business Development, Hedge Funds, Fund Administration, Financial Reporting, Valuation, Investments, Fixed Income
Education
Long Island University
Master of Business Administration (MBA)
State University of New York College at Old Westbury
Bachelor's degree, Accounting
JPMorgan Chase July 2012 - Present
Morgan Stanley September 2006 - January 2012
PFPC 2004 - 2006
AllianceBernstein 1992 - 2004
Skills
Accounting & Reporting, Risk & Investment..., Metrics, Securities, IRS & SEC Audits, Hedge Fund..., Global Operations, Compliance, Due Diligence, System Conversions, Policies & Procedures, Business Development, Hedge Funds, Fund Administration, Financial Reporting, Valuation, Investments, Fixed Income
Education
Long Island University
Master of Business Administration (MBA)
State University of New York College at Old Westbury
Bachelor's degree, Accounting
John Turco's PFPC Experience June 1998 - March 2000
Job
Industry Financial Services
Experience
RBC September 2006 - Present
Investors Capital March 2004 - November 2005
Putnam Investments April 2000 - June 2003
PFPC June 1998 - March 2000
Putnam Investments June 1997 - April 1998
Education
Franklin Pierce University
Various General Education Courses
Central Catholic High School
Diploma
RBC September 2006 - Present
Investors Capital March 2004 - November 2005
Putnam Investments April 2000 - June 2003
PFPC June 1998 - March 2000
Putnam Investments June 1997 - April 1998
Education
Franklin Pierce University
Various General Education Courses
Central Catholic High School
Diploma
Sarah (Lyons) Stanishewski's PFPC Experience December 2006 - February 2008
Job Trade Elevation at Merrill Edge
Industry Financial Services
Experience
Merrill Edge September 2014 - Present
Pershing August 2011 - August 2013
Pershing March 2010 - August 2011
Nuveen Investments February 2008 - December 2009
PFPC December 2006 - February 2008
Skills
Series 7, Series 65, Series 63
Education
St. Joseph's University 2011 — 2013
Master's degree, In Progress
Houghton College 2002 — 2006
B.S., Business Administration
Merrill Edge September 2014 - Present
Pershing August 2011 - August 2013
Pershing March 2010 - August 2011
Nuveen Investments February 2008 - December 2009
PFPC December 2006 - February 2008
Skills
Series 7, Series 65, Series 63
Education
St. Joseph's University 2011 — 2013
Master's degree, In Progress
Houghton College 2002 — 2006
B.S., Business Administration
Colin Boyle's PFPC Experience April 1995 - November 2000
Job Vice President at Ascensus
Industry Financial Services
Experience
Ascensus November 2004 - Present
State Street November 2000 - March 2004
PFPC April 1995 - November 2000
Skills
Securities, Mutual Funds, Investments, Risk Management, Retirement, Vendor Management, Process Improvement, Equities, Business Analysis, Alternative Investments, Strategic Financial..., Insurance
Education
Indiana University - Kelley School of Business 1991 — 1993
MBA, Finance
University of Pennsylvania 1984 — 1988
BA, Economics
Ascensus November 2004 - Present
State Street November 2000 - March 2004
PFPC April 1995 - November 2000
Skills
Securities, Mutual Funds, Investments, Risk Management, Retirement, Vendor Management, Process Improvement, Equities, Business Analysis, Alternative Investments, Strategic Financial..., Insurance
Education
Indiana University - Kelley School of Business 1991 — 1993
MBA, Finance
University of Pennsylvania 1984 — 1988
BA, Economics
Francie Tai's PFPC Experience 2002 - 2006
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2013 - Present
Morgan Stanley August 2006 - December 2012
PFPC 2002 - 2006
Skills
Hedge Funds, Equities, Fixed Income, Mutual Funds, Private Equity, Derivatives, Securities, Valuation, Financial Services, Due Diligence, Risk Management, Cross-functional Team..., Operations Management, Operating Budgets, Third Party Vendor..., Project Team Management, Team Management, Fund Accounting, Fund Administration, Fund Of Funds, Alternative Investments
Education
Long Island University
Bachelor of Science (BS), Accounting
Morgan Stanley January 2013 - Present
Morgan Stanley August 2006 - December 2012
PFPC 2002 - 2006
Skills
Hedge Funds, Equities, Fixed Income, Mutual Funds, Private Equity, Derivatives, Securities, Valuation, Financial Services, Due Diligence, Risk Management, Cross-functional Team..., Operations Management, Operating Budgets, Third Party Vendor..., Project Team Management, Team Management, Fund Accounting, Fund Administration, Fund Of Funds, Alternative Investments
Education
Long Island University
Bachelor of Science (BS), Accounting
Markle Janner's PFPC Experience August 2000 - December 2003
Job Business Manager at Lazydays
Industry Retail
Experience
Lazydays January 2006 - Present
Stadium Toyota January 2003 - January 2006
PFPC August 2000 - December 2003
T. Rowe Price May 1997 - August 2000
Skills
Customer Service, Event Management, Event Planning, Series 7, Retirement, Series 63, Budgets, Sales Management, Team Building, Customer Satisfaction, Retail
Education
Florida State University 1994 — 1997
Bachelor of Science, Criminology
Okaloosa-Walton Community College 1991 — 1993
Associate of Arts, Criminology
Lazydays January 2006 - Present
Stadium Toyota January 2003 - January 2006
PFPC August 2000 - December 2003
T. Rowe Price May 1997 - August 2000
Skills
Customer Service, Event Management, Event Planning, Series 7, Retirement, Series 63, Budgets, Sales Management, Team Building, Customer Satisfaction, Retail
Education
Florida State University 1994 — 1997
Bachelor of Science, Criminology
Okaloosa-Walton Community College 1991 — 1993
Associate of Arts, Criminology
Paul Myshrall's PFPC Experience 1998 - 2001
Job Experienced professional accountant
Industry Investment Management
Experience
BNY Mellon March 2012 - July 2015
American National Insurance Co. May 2008 - February 2012
Universal Weather 2005 - 2008
Transamerica 2005 - 2005
ING 2001 - 2004
PFPC 1998 - 2001
Skills
Financial Reporting, Mutual Funds, Investments, Insurance, Bloomberg, Fund Accounting, Excel, Process Improvement, Access, Pricing, Crystal Reports, Valuation, Microsoft Excel, Financial Analysis, Financial Statements, Accounting, Analysis, Financial Accounting, Finance, Derivatives, Equities, Fixed Income, Financial Services, General Ledger
Education
Drexel University - College of Business and Administration 1990 — 1997
Bachelor of Science (BS), Accounting and Finance
BNY Mellon March 2012 - July 2015
American National Insurance Co. May 2008 - February 2012
Universal Weather 2005 - 2008
Transamerica 2005 - 2005
ING 2001 - 2004
PFPC 1998 - 2001
Skills
Financial Reporting, Mutual Funds, Investments, Insurance, Bloomberg, Fund Accounting, Excel, Process Improvement, Access, Pricing, Crystal Reports, Valuation, Microsoft Excel, Financial Analysis, Financial Statements, Accounting, Analysis, Financial Accounting, Finance, Derivatives, Equities, Fixed Income, Financial Services, General Ledger
Education
Drexel University - College of Business and Administration 1990 — 1997
Bachelor of Science (BS), Accounting and Finance
Kyle Hovis's PFPC Experience June 2006 - February 2008
Job Manager Regulatory and Financial Reporting at The Citco Group of Companies
Industry Financial Services
Experience
The Citco Group of Companies January 2015 - Present
Citco Fund Services September 2013 - Present
Citco Fund Services October 2011 - September 2013
BNY Mellon February 2008 - November 2011
PFPC June 2006 - February 2008
Skills
Financial Services, Alternative Investments, SEC filings, US GAAP, Investments, Fixed Income, Asset Management, Fund Administration, Accounting, Financial Analysis, Securities, Mutual Funds, Hedge Funds, Equities, Fund Accounting, Securities Regulation, Auditing, Bloomberg, Derivatives, Administration, Financial Reporting, Internal Controls, Private Equity, Corporate Actions
Education
Penn State University 2012 — 2013
Graudate Certificate, Project Management
La Salle University - School of Business Administration 2001 — 2005
Bachelor of Science, Majors: Finance and Organizational Management; Minor: Risk Management and Insurance
The Citco Group of Companies January 2015 - Present
Citco Fund Services September 2013 - Present
Citco Fund Services October 2011 - September 2013
BNY Mellon February 2008 - November 2011
PFPC June 2006 - February 2008
Skills
Financial Services, Alternative Investments, SEC filings, US GAAP, Investments, Fixed Income, Asset Management, Fund Administration, Accounting, Financial Analysis, Securities, Mutual Funds, Hedge Funds, Equities, Fund Accounting, Securities Regulation, Auditing, Bloomberg, Derivatives, Administration, Financial Reporting, Internal Controls, Private Equity, Corporate Actions
Education
Penn State University 2012 — 2013
Graudate Certificate, Project Management
La Salle University - School of Business Administration 2001 — 2005
Bachelor of Science, Majors: Finance and Organizational Management; Minor: Risk Management and Insurance
Lillian Perry's PFPC Experience 1997 - 2003
Job Executive Office Professional
Industry Executive Office
Experience
Hope Community Church March 2009 - November 2010
PFPC 1997 - 2003
Education
Endicott College 1986 — 1988
Assoc., Fashion Merchandising
Hope Community Church March 2009 - November 2010
PFPC 1997 - 2003
Education
Endicott College 1986 — 1988
Assoc., Fashion Merchandising
Peter Lao's PFPC Experience November 2003 - April 2005
Job VP, GSAM Tax, Goldman Sachs
Industry Accounting
Experience
Goldman Sachs January 2008 - Present
Deloitte September 2006 - January 2008
Smart and Associates May 2005 - May 2006
PFPC November 2003 - April 2005
KPMG US January 1999 - November 2003
Skills
Sarbanes-Oxley Act, Tax Research, Income Tax, Tax Accounting, Tax, Corporate Tax, Accounting, Finance, XML, Business Development, General Ledger, Risk Assessment
Education
Drexel University 1992 — 1997
Bachelor's degree, Accounting and Finance
Goldman Sachs January 2008 - Present
Deloitte September 2006 - January 2008
Smart and Associates May 2005 - May 2006
PFPC November 2003 - April 2005
KPMG US January 1999 - November 2003
Skills
Sarbanes-Oxley Act, Tax Research, Income Tax, Tax Accounting, Tax, Corporate Tax, Accounting, Finance, XML, Business Development, General Ledger, Risk Assessment
Education
Drexel University 1992 — 1997
Bachelor's degree, Accounting and Finance
Jackie Currier's PFPC Experience July 2001 - October 2002
Job Senior Financial Analyst at Holcim
Industry Glass, Ceramics & Concrete
Experience
Holcim September 2014 - Present
Raytheon April 2014 - July 2014
Raytheon August 2012 - April 2014
Raytheon November 2011 - August 2012
Raytheon May 2008 - November 2011
BAE Systems September 2005 - May 2008
BAE Systems October 2002 - September 2005
PFPC July 2001 - October 2002
Skills
Earned Value Management, Forecasting, Variance Analysis, Cost Benefit, Financial Modeling, DoD, Financial Forecasting, Government Contracting, FAR, Costpoint, Financial Analysis, Cost Accounting, Process Improvement, Oracle, Microsoft Excel, SAP, MPM, Finacial Management, Financial Reporting, Internal Audit, Program Management, Business Process..., Microsoft Office, Requirements Analysis, Requirements Gathering, Strategic Financial..., Financial Risk, Billing Process, Cost Control, Schedule Control, Employee Training, Mentoring, Presentations, PowerPoint, Written & Oral...
Education
University of New Hampshire 2003 — 2006
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.8 GPA
Florida State University 1997 — 2001
Bachelor's Degree, Finance, 3.8 GPA
Holcim September 2014 - Present
Raytheon April 2014 - July 2014
Raytheon August 2012 - April 2014
Raytheon November 2011 - August 2012
Raytheon May 2008 - November 2011
BAE Systems September 2005 - May 2008
BAE Systems October 2002 - September 2005
PFPC July 2001 - October 2002
Skills
Earned Value Management, Forecasting, Variance Analysis, Cost Benefit, Financial Modeling, DoD, Financial Forecasting, Government Contracting, FAR, Costpoint, Financial Analysis, Cost Accounting, Process Improvement, Oracle, Microsoft Excel, SAP, MPM, Finacial Management, Financial Reporting, Internal Audit, Program Management, Business Process..., Microsoft Office, Requirements Analysis, Requirements Gathering, Strategic Financial..., Financial Risk, Billing Process, Cost Control, Schedule Control, Employee Training, Mentoring, Presentations, PowerPoint, Written & Oral...
Education
University of New Hampshire 2003 — 2006
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.8 GPA
Florida State University 1997 — 2001
Bachelor's Degree, Finance, 3.8 GPA
Cindy A. Prah, SPHR's PFPC Experience March 2001 - May 2003
Job Regional Human Resources Manager at McGladrey
Industry Accounting
Experience
McGladrey August 2003 - Present
American Express Tax and Business Services August 2003 - May 2005
PFPC March 2001 - May 2003
Morningstar Inc January 2000 - February 2001
SteinRoe Investments January 1986 - January 1998
Skills
Employee Relations, Applicant Tracking..., Talent Acquisition, Onboarding, Employee Benefits, Talent Management, Human Resources, Coaching, Succession Planning, Workforce Planning, HRIS, Employee Engagement, Benefits Administration, Performance Management, HR Consulting, College Recruiting, Deferred Compensation, Organizational Design, Personnel Management
Education
Loyola University Business School
Executive Education Program
Loyola University of Chicago
Biology and Psychology
Northwestern University
Business and Economics
Univeristy of Illinois at Chicago
BA, Psychology
McGladrey August 2003 - Present
American Express Tax and Business Services August 2003 - May 2005
PFPC March 2001 - May 2003
Morningstar Inc January 2000 - February 2001
SteinRoe Investments January 1986 - January 1998
Skills
Employee Relations, Applicant Tracking..., Talent Acquisition, Onboarding, Employee Benefits, Talent Management, Human Resources, Coaching, Succession Planning, Workforce Planning, HRIS, Employee Engagement, Benefits Administration, Performance Management, HR Consulting, College Recruiting, Deferred Compensation, Organizational Design, Personnel Management
Education
Loyola University Business School
Executive Education Program
Loyola University of Chicago
Biology and Psychology
Northwestern University
Business and Economics
Univeristy of Illinois at Chicago
BA, Psychology
Maria Judy Norris Martin's PFPC Experience November 1997 - July 2002
Job Human Resources Professional
Industry Human Resources
Experience
SmartBear Software 2011 - 2011
North Shore Community College 2006 - 2009
Axcelis Technologies February 2004 - June 2008
PFPC November 1997 - July 2002
Skills
Employee Relations
Education
Lesley University 1994 — 1997
MS, Business Management
University of Massachusetts Dartmouth
BS, Business
SmartBear Software 2011 - 2011
North Shore Community College 2006 - 2009
Axcelis Technologies February 2004 - June 2008
PFPC November 1997 - July 2002
Skills
Employee Relations
Education
Lesley University 1994 — 1997
MS, Business Management
University of Massachusetts Dartmouth
BS, Business
Molly Graham Chamberlain's PFPC Experience January 1998 - May 1998
Job AVP/Legal Services at Delaware Investments, a member of the Macquarie Group
Industry Financial Services
Experience
Delaware Investments, a member of the Macquarie Group May 1998 - Present
PFPC January 1998 - May 1998
Rodney Square Management Corporation December 1993 - December 1997
Windon Capital Management 1987 - 1991
Education
Temple University - Fox School of Business and Management 1988 — 1992
MBA, Finance
Indiana University of Pennsylvania 1973 — 1977
BA, Criminology/Sociology
Delaware Investments, a member of the Macquarie Group May 1998 - Present
PFPC January 1998 - May 1998
Rodney Square Management Corporation December 1993 - December 1997
Windon Capital Management 1987 - 1991
Education
Temple University - Fox School of Business and Management 1988 — 1992
MBA, Finance
Indiana University of Pennsylvania 1973 — 1977
BA, Criminology/Sociology
Robin Vachon (Baker)'s PFPC Experience 1999 - 2003
Job Financial Analyst at Express Scripts
Industry Pharmaceuticals
Experience
Express Scripts March 2009 - Present
Fidelity Investments 2007 - 2009
Ceridian 2003 - 2007
PFPC 1999 - 2003
Atlas Distributing, Inc. 1996 - 1998
Education
Framingham State College 1991 — 1995
BS, Consumer Economics
Express Scripts March 2009 - Present
Fidelity Investments 2007 - 2009
Ceridian 2003 - 2007
PFPC 1999 - 2003
Atlas Distributing, Inc. 1996 - 1998
Education
Framingham State College 1991 — 1995
BS, Consumer Economics
Rob Warman's PFPC Experience June 2007 - June 2010
Job recon / dividend admin at Bank of New York Mellon
Industry Financial Services
Experience
Bank of New York Mellon June 2010 - Present
PFPC June 2007 - June 2010
Cardinal Bank February 2006 - June 2007
FBR February 2003 - February 2006
Rushmore Trust & Savings May 1999 - February 2003
CoreStates Bank February 1997 - November 1998
PNC May 1990 - February 1997
Merrill Lynch January 1989 - May 1990
Butcher & Singer March 1986 - December 1988
Education
Georgetown University 1972 — 1977
B.A., English
Bank of New York Mellon June 2010 - Present
PFPC June 2007 - June 2010
Cardinal Bank February 2006 - June 2007
FBR February 2003 - February 2006
Rushmore Trust & Savings May 1999 - February 2003
CoreStates Bank February 1997 - November 1998
PNC May 1990 - February 1997
Merrill Lynch January 1989 - May 1990
Butcher & Singer March 1986 - December 1988
Education
Georgetown University 1972 — 1977
B.A., English
Daryl Titus's PFPC Experience August 2001 - May 2004
Job Student Registered Nurse Anesthetist at University of Pennsylvania
Industry Hospital & Health Care
Experience
University of Pennsylvania May 2013 - Present
Hospital of the University of Pennsylvania January 2008 - January 2014
Philadelphia Stock Exchange May 2004 - August 2006
PFPC August 2001 - May 2004
Skills
Nursing, ACLS, Acute Care, Hospitals, BLS, Inpatient, Patient Safety, Critical Care
Education
University of Pennsylvania 2013 — 2015
Master of Science in Nursing, Nurse Anesthesia
Drexel University College of Nursing & Health Professions Division of Undergraduate Nursing 2006 — 2007
Bachelor of Science in Nursing, ACE Program - Nursing
University of Pittsburgh 1997 — 2001
Bachelor of Science in Business Administration, Finance
University of Pennsylvania May 2013 - Present
Hospital of the University of Pennsylvania January 2008 - January 2014
Philadelphia Stock Exchange May 2004 - August 2006
PFPC August 2001 - May 2004
Skills
Nursing, ACLS, Acute Care, Hospitals, BLS, Inpatient, Patient Safety, Critical Care
Education
University of Pennsylvania 2013 — 2015
Master of Science in Nursing, Nurse Anesthesia
Drexel University College of Nursing & Health Professions Division of Undergraduate Nursing 2006 — 2007
Bachelor of Science in Nursing, ACE Program - Nursing
University of Pittsburgh 1997 — 2001
Bachelor of Science in Business Administration, Finance
Christopher Buonocore's PFPC Experience July 2003 - February 2007
Job Reconciliation Specialist at JPMorgan Chase
Industry Information Technology and Services
Experience
JPMorgan Chase March 2013 - Present
MJR Messenger April 2012 - March 2013
Christiana Care February 2007 - April 2012
PFPC July 2003 - February 2007
Education
DeVry University 2013 — 2015
Associate's Degree, Network and System Administration/Administrator, 3.96/4.00
Widener University 1995 — 1999
Bachelor's Degree, Accounting
JPMorgan Chase March 2013 - Present
MJR Messenger April 2012 - March 2013
Christiana Care February 2007 - April 2012
PFPC July 2003 - February 2007
Education
DeVry University 2013 — 2015
Associate's Degree, Network and System Administration/Administrator, 3.96/4.00
Widener University 1995 — 1999
Bachelor's Degree, Accounting
Kristin Skripek's PFPC Experience May 2005 - October 2006
Job VP at Morgan Stanley
Industry Accounting
Experience
Morgan Stanley October 2006 - Present
PFPC May 2005 - October 2006
PFPC June 2001 - May 2005
Skills
Process Improvement, Microsoft Office, Microsoft Excel, Financial Analysis, Financial Reporting, Fund Accounting, Hedge Funds, Alternative Investments, Financial Statements, Private Equity, Account Reconciliation, Project Management, Accounting, Mutual Funds, Investments, Leadership, Management, Risk Management, Team Building, Derivatives
Education
Indiana University of Pennsylvania 1997 — 2001
BS, Accounting
Morgan Stanley October 2006 - Present
PFPC May 2005 - October 2006
PFPC June 2001 - May 2005
Skills
Process Improvement, Microsoft Office, Microsoft Excel, Financial Analysis, Financial Reporting, Fund Accounting, Hedge Funds, Alternative Investments, Financial Statements, Private Equity, Account Reconciliation, Project Management, Accounting, Mutual Funds, Investments, Leadership, Management, Risk Management, Team Building, Derivatives
Education
Indiana University of Pennsylvania 1997 — 2001
BS, Accounting
Alexander Owens's PFPC Experience June 2000 - July 2002
Job Advanced Training Representative / Student Development Advisor at Universal Technical Institute
Industry Higher Education
Experience
Universal Technical Institute March 2008 - October 2013
Universal Technical Institute April 2010 - November 2010
Universal Technical Institute June 2006 - March 2008
Dollar General December 2005 - May 2006
University of Phoenix January 2005 - March 2005
Accountemps July 2004 - January 2005
The Home Depot March 2003 - June 2004
Owens Plastic Products Inc. August 2002 - February 2003
PFPC June 2000 - July 2002
Franciscan University of Steubenville August 1994 - May 1997
Skills
Time Management, Student Recruiting, Customer Service, Confidentiality, Communication, Presentations, Accounting, Auditing, Critical Thinking, Problem Solving, Close Attention to..., Deadline Driven, Objectivity, Organization &..., Process Improvement, Process Management, Training, Supervising Others, Account Management, Marketing, Strategic Planning, Leadership, Project Management, Adult Education, Payroll, Staff Development, Public Speaking
Education
University of Phoenix-Philadelphia Campus 2004 — 2005
Franciscan University of Steubenville 1994 — 1999
Bachelor of Science (B.S.), Business Management and Finance
Universal Technical Institute March 2008 - October 2013
Universal Technical Institute April 2010 - November 2010
Universal Technical Institute June 2006 - March 2008
Dollar General December 2005 - May 2006
University of Phoenix January 2005 - March 2005
Accountemps July 2004 - January 2005
The Home Depot March 2003 - June 2004
Owens Plastic Products Inc. August 2002 - February 2003
PFPC June 2000 - July 2002
Franciscan University of Steubenville August 1994 - May 1997
Skills
Time Management, Student Recruiting, Customer Service, Confidentiality, Communication, Presentations, Accounting, Auditing, Critical Thinking, Problem Solving, Close Attention to..., Deadline Driven, Objectivity, Organization &..., Process Improvement, Process Management, Training, Supervising Others, Account Management, Marketing, Strategic Planning, Leadership, Project Management, Adult Education, Payroll, Staff Development, Public Speaking
Education
University of Phoenix-Philadelphia Campus 2004 — 2005
Franciscan University of Steubenville 1994 — 1999
Bachelor of Science (B.S.), Business Management and Finance
Grzegorz Wenc's PFPC Experience September 2004 - October 2005
Job Trust & Estate Tax Manager
Industry Accounting
Experience
Robert C. Alario CPA PC October 2012 - Present
KPMG October 2005 - September 2012
PFPC September 2004 - October 2005
Skills
OneSource, CPA, Tax, Tax Research, Accounting, QuickBooks, Tax Returns, Tax Accounting, Account Reconciliation, Income Tax, Corporate Tax, Financial Statements, Tax Preparation, GAAP, US GAAP
Education
Johnson and Wales University 2011 — 2013
Master of Business Administration (MBA), Accounting
Johnson and Wales University 2002 — 2004
Bachelor of Science (B.S.), Accounting
Johnson and Wales University 2000 — 2002
Associate of Science (A.S.), Accounting
Robert C. Alario CPA PC October 2012 - Present
KPMG October 2005 - September 2012
PFPC September 2004 - October 2005
Skills
OneSource, CPA, Tax, Tax Research, Accounting, QuickBooks, Tax Returns, Tax Accounting, Account Reconciliation, Income Tax, Corporate Tax, Financial Statements, Tax Preparation, GAAP, US GAAP
Education
Johnson and Wales University 2011 — 2013
Master of Business Administration (MBA), Accounting
Johnson and Wales University 2002 — 2004
Bachelor of Science (B.S.), Accounting
Johnson and Wales University 2000 — 2002
Associate of Science (A.S.), Accounting
Cordelia Tabvuma's PFPC Experience June 2005 - July 2006
Job Property Preservation Specialist
Industry Real Estate
Experience
Nationstar Mortgage February 2013 - Present
Bank of America April 2011 - February 2013
Deloitte January 2008 - February 2009
Yount, Hyde & Barbour, PC July 2006 - December 2007
PFPC June 2005 - July 2006
Skills
Analyst, Tax Return Preparation..., Mutual Fund Accounting, Auditing
Education
Hood College 2006 — 2006
Lincoln University 2002 — 2005
BACHELOR OF SCIENCE IN ACCOUNTING
Nationstar Mortgage February 2013 - Present
Bank of America April 2011 - February 2013
Deloitte January 2008 - February 2009
Yount, Hyde & Barbour, PC July 2006 - December 2007
PFPC June 2005 - July 2006
Skills
Analyst, Tax Return Preparation..., Mutual Fund Accounting, Auditing
Education
Hood College 2006 — 2006
Lincoln University 2002 — 2005
BACHELOR OF SCIENCE IN ACCOUNTING
KENNETH BLOOD's PFPC Experience purchasingPFPC1990 - 2003
Job Purchasing Agent at PFPC
Industry Accounting
Experience
PFPC purchasingPFPC1990 - 2003
Skills
Process Improvement, Purchasing
Education
Lycoming College 1966 — 1970
Bachelor of Arts (BA), History
PFPC purchasingPFPC1990 - 2003
Skills
Process Improvement, Purchasing
Education
Lycoming College 1966 — 1970
Bachelor of Arts (BA), History
Jonathan Blencowe's PFPC Experience 2004 - 2005
Job Foreman at Tube City IMS
Industry Mining & Metals
Experience
Tube City IMS May 2006 - Present
PFPC 2004 - 2005
Skills
Operations Management, Planned Preventative..., Supervisory Skills, Heavy Equipment..., Lean Management, Preventive Maintenance, Mineral Processing, Industrial Safety, Microsoft Office, Customer Service, Niton Testing, Grant Machine Operator, Heavy Equipment Operator
Education
Northampton Community College 1998 — 2009
Kutztown University of Pennsylvania 1999 — 2003
BSBA, Major: Finance Minor: Economics
Tube City IMS May 2006 - Present
PFPC 2004 - 2005
Skills
Operations Management, Planned Preventative..., Supervisory Skills, Heavy Equipment..., Lean Management, Preventive Maintenance, Mineral Processing, Industrial Safety, Microsoft Office, Customer Service, Niton Testing, Grant Machine Operator, Heavy Equipment Operator
Education
Northampton Community College 1998 — 2009
Kutztown University of Pennsylvania 1999 — 2003
BSBA, Major: Finance Minor: Economics
Chicchi Joe's PFPC Experience June 2006 - February 2010
Job UMB Fund Services
Industry Financial Services
Experience
JD Clark & Company/UMB Fund Services February 2010 - Present
PFPC June 2006 - February 2010
Skills
Fund Accounting, Fund Administration, Hedge Funds, Fund Of Funds, Financial Reporting, Bloomberg, Financial Accounting, Accounting, Account Reconciliation, Financial Analysis, Financial Statements, Alternative Investments, Mutual Funds, Equities, GAAP, General Ledger, Auditing, Financial Modeling, Valuation, Derivatives
Education
La Salle University 2002 — 2006
Bachelor's degree, Accounting
JD Clark & Company/UMB Fund Services February 2010 - Present
PFPC June 2006 - February 2010
Skills
Fund Accounting, Fund Administration, Hedge Funds, Fund Of Funds, Financial Reporting, Bloomberg, Financial Accounting, Accounting, Account Reconciliation, Financial Analysis, Financial Statements, Alternative Investments, Mutual Funds, Equities, GAAP, General Ledger, Auditing, Financial Modeling, Valuation, Derivatives
Education
La Salle University 2002 — 2006
Bachelor's degree, Accounting
Jacqueline Hickson's PFPC Experience April 2001 - July 2002
Job Benefits Analyst at HealthMarkets, Inc.
Industry Investment Management
Experience
HealthMarkets, Inc. April 2015 - Present
UnitedHealth Group June 2014 - March 2015
TIAA-CREF June 2002 - May 2013
TIAA-CREF July 2007 - April 2012
TIAA-CREF July 2002 - July 2007
PFPC April 2001 - July 2002
PFPC March 2000 - April 2001
Skills
Analysis, Finance, Management, Business Analysis, Mutual Funds, Accounting, Investments, Account Reconciliation, Access
Education
DeVry University 2013 — 2015
Associate of Applied Science, Health Information/Medical Records Technology/Technician
South Carolina State University 1992 — 1996
Bachelor of Science (BS), Accounting
HealthMarkets, Inc. April 2015 - Present
UnitedHealth Group June 2014 - March 2015
TIAA-CREF June 2002 - May 2013
TIAA-CREF July 2007 - April 2012
TIAA-CREF July 2002 - July 2007
PFPC April 2001 - July 2002
PFPC March 2000 - April 2001
Skills
Analysis, Finance, Management, Business Analysis, Mutual Funds, Accounting, Investments, Account Reconciliation, Access
Education
DeVry University 2013 — 2015
Associate of Applied Science, Health Information/Medical Records Technology/Technician
South Carolina State University 1992 — 1996
Bachelor of Science (BS), Accounting
Adam Kruger's PFPC Experience December 2002 - February 2005
Job
Industry Financial Services
Experience
Stifel Financial Corp. April 2015 - Present
Morgan Stanley June 2013 - July 2014
BNY Mellon October 2011 - April 2013
Wilmington Trust February 2006 - September 2011
PFPC December 2002 - February 2005
Skills
Customer Service, Finance, Microsoft Office, Microsoft Excel
Education
Ithaca College 1989 — 1993
Bachelor of Science (BS), Radio and Television
Stifel Financial Corp. April 2015 - Present
Morgan Stanley June 2013 - July 2014
BNY Mellon October 2011 - April 2013
Wilmington Trust February 2006 - September 2011
PFPC December 2002 - February 2005
Skills
Customer Service, Finance, Microsoft Office, Microsoft Excel
Education
Ithaca College 1989 — 1993
Bachelor of Science (BS), Radio and Television