PFPC Company

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PFPC Employees

Employee
Years
Job
Industry
Michael Croteau Michael Croteau Iowa City, Iowa Area Details
Michael Croteau's PFPC Experience December 2001 - August 2002
Job CFO and Vice President of Finance
Industry Education Management
Experience
ACT Aspire, LLC (for-profit venture between ACT & Pearson)   August 2013 - March 2015
Macmillan Digital Science, Inc.   February 2012 - July 2013
CORE K12 (formerly The Princeton Review)   March 2009 - February 2012
The Princeton Review  February 2008 - March 2009
Staples  July 2005 - February 2008
Staples  June 2004 - July 2005
Graystone Mortgage Corp   May 2003 - August 2003
PFPC   December 2001 - August 2002
Fidelity Investments  June 2001 - September 2001
Sycamore Networks  May 2000 - April 2001

Skills
Capital Budgeting, Budgets, Financial Modeling, Forecasting, Strategy, Strategic Planning, Process Improvement, Cross-functional Team..., Leadership, Income Statement, Financial Analysis, Mergers & Acquisitions, Strategic Financial..., Management, Financial Reporting, Business Development, Project Management, Data Analysis, Business Process..., Accounting, Pricing, Corporate Finance, Business Planning, Acquisition Integration, Project Planning, P&L Management, Program Management, Business Strategy, Business Analysis, Analytics, Market Research, Microsoft Excel, Executive Management, Operations Management, Account Management, Training, Team Building, Competitive Analysis, Product Management, New Business Development, Start-ups, Analysis, Managerial Finance, Salesforce.com, CRM, Strategic Partnerships, Business Intelligence, Management Consulting, Vendor Management, Finance

Education
Suffolk University - Sawyer School of Management   2003 — 2004
MBA, Finance

Quinnipiac University   1997 — 2001
BS, Health Sciences, Magna Cum Laude

Quinnipiac University - School of Business   1997 — 2001
BS, Computer Information Systems, Magna Cum Laude

Kevin Gilroy, CPA Kevin Gilroy, CPA Greater Philadelphia Area Details
Kevin Gilroy, CPA's PFPC Experience April 1998 - January 2006
Job Sr. Manager Financial Reporting at BNY Mellon
Industry Accounting
Experience
BNY Mellon  March 2015 - Present
Stryker  May 2013 - January 2015
Sanovia Corporation  August 2009 - February 2013
Tengion  May 2008 - May 2009
PricewaterhouseCoopers  January 2006 - May 2008
PFPC   April 1998 - January 2006

Skills
Financial Statements, P&L Forecasting, Month End Close, Cash Management, Accounts..., Payroll, Employee Benefits, Auditing, Sarbanes-Oxley Act, Business Analysis, Financial Reporting, Accounting, Finance, Accounts Receivable, Management, Accounts Payable, External Audit, Leadership, Financial Analysis

Education
Penn State University   1991 — 1996
Bachelor of Science (B.S.), Business

Joann Niatas Joann Niatas Chester Springs, Pennsylvania Details
Joann Niatas's PFPC Experience 1998 - 2000
Job Senior QA Analyst at Automated Financial Systems, Inc. (AFS)
Industry Computer Software
Experience
Automated Financial Systems, Inc. (AFS)   December 2014 - Present
Ventyx, an ABB Company  March 2013 - September 2014
Medecision  September 2000 - February 2013
PFPC   1998 - 2000
Malvern Shipping Systems   1994 - 1998
Soft-Switch Inc.   1989 - 1994
Unisys  1980 - 1989

Skills
Test Planning, Agile Methodologies, Scrum, Regression Testing, SoapUI, Agile Testing, Waterfall, Quality Center, Software Quality..., ClearQuest, Healthcare Information..., User Acceptance Testing, Defect Tracking, Process Improvement, Requirements Analysis, XML Spy, DBVisualizer, Web Services, Oracle, Microsoft SQL Server, Test Cases, User Stories, ChangePoint, Version One, QA Metrics, Microsoft Test Manager, Test Exit Reports

Education
Rider University   1976 — 1980
Bachelor of Science in Commerce, Decision Science and Computers

Kwafo Ofori-Boateng Kwafo Ofori-Boateng Charlotte, North Carolina Area Details
Kwafo Ofori-Boateng's PFPC Experience 2003 - 2005
Job at IBM
Industry Financial Services
Experience
IBM  2012 - Present
IBM  December 2010 - February 2012
TIAA-CREF  April 2008 - December 2010
IBM Global Business Services, Strategy & Change - Financial Services   2005 - 2008
PFPC   2003 - 2005
The PNC Financial Services Group  1999 - 2003
Covansys  1997 - 1999

Skills
Financial Services, Enterprise Architecture, IT Strategy, SDLC, Banking, Strategy, Management Consulting, Enterprise Software, Disaster Recovery, Analytics, Project Management, Business Process..., Business Analysis, Management, Governance, Business Process, Consulting, Business Architecture, Process Improvement, Business Intelligence

Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business   2000 — 2001
MBA, Strategy

Miami University   1994 — 1997
BS, MIS

GIS   1985 — 1992

Karen Orkney Ditmars Karen Orkney Ditmars Buford, Georgia Details
Karen Orkney Ditmars's PFPC Experience 2002 - 2003
Job Coach/Endurance Coach at CrossFit Pure
Industry Health, Wellness and Fitness
Experience
CrossFit Pure   April 2014 - Present
CrossFit Gwinnett   January 2014 - April 2014
CrossFit Never Doubt   November 2012 - July 2013
Dunkin' Donuts National DCP, LLC   2000 - 2005
PFPC   2002 - 2003
Type T, LLC   2000 - 2001
United Asset Management  1990 - 2000
Federal Home Loan Bank of Boston  1996 - 1999
EF Educational Tours  1992 - 1996
Shawmut Bank  January 1988 - January 1992

Skills
Marketing, Project Management, Advertising, Strategic Planning, Team Building, Customer Service, Social Media, Cross-functional Team..., Microsoft Office, Event Planning, Social Networking, Public Speaking, Budgets

Education
Bentley College   1997 — 1998
Internet Management Certificate, Internet

Stonehill College   1987 — 1991
Bachelor of Arts, International Studies

Jasmine Richardson Jasmine Richardson Baltimore, Maryland Area Details
Jasmine Richardson's PFPC Experience July 2001 - October 2003
Job Senior Audit Consultant Specializing in Internal Controls
Industry Accounting
Experience
Independent Contractor / Consultant  October 2013 - Present
Constellation Energy  May 2012 - February 2013
Echelon Life, LLC   April 2008 - January 2013
Fannie Mae  February 2009 - February 2011
Old Mutual Financial Network  June 2007 - February 2009
Legg Mason  April 2004 - June 2007
PFPC   July 2001 - October 2003
DuPont Capital Management  May 1999 - April 2001

Skills
Internal Audit, Internal Controls, Process Improvement, Program Management, Analysis, Sarbanes-Oxley Act, Leadership, Management Consulting, Sarbanes-Oxley, Budgets, Strategic Planning, Event Planning, Team Building

Education
Temple University   1994 — 1999
BBA, Accounting, Economics, Finance

Erika Whyte Erika Whyte United States Details
Erika Whyte's PFPC Experience 1998 - 2005
Job Risk Project Manager, JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase  March 2014 - Present
BNY Mellon  2010 - March 2014
PNC  2005 - 2010
PFPC   1998 - 2005

Skills
Project Managers, Project Management, Financial Services, SDLC, Team Building, Team Leadership, Conflict Resolution, Internal Audit, Financial Risk, Microsoft Office, Strategic Planning, Technical Writing, Business Analysis, Operating Systems, Testing, Integration, Process Improvement, Vendor Management, Analysis, Business Process..., SharePoint, Recruiting, Mutual Funds, Requirements Gathering, Finance, Risk Management, Management, Leadership, Business Requirements, Relationship Management, Banking, Program Management, Microsoft Excel, Investments, Customer Service

Education
Temple University   1987 — 1991
Bachelor of Arts (BA), Broadcast Journalism

Jennifer English Jennifer English Boston, Massachusetts Details
Jennifer English's PFPC Experience February 2001 - March 2005
Job Senior Vice President at Citi Fund Services
Industry Financial Services
Experience
Citi  March 2005 - August 2014
PFPC   February 2001 - March 2005
Fidelity Investments  May 2001 - August 2001
Wellington Management  February 1998 - May 2001
Kessler Financial Services  May 1997 - February 1998

Skills
Compliance, Securities, Securities Regulation, Hedge Funds, Mutual Funds, Corporate Governance, Alternative Investments, ETFs, Financial Regulation, Capital Markets, Financial Services

Education
New England Law Boston   1994 — 1997
JD, Law

Rutgers University-New Brunswick   1992 — 1994
BA, Journalism and Mass Media

Todd Gilday Todd Gilday Augusta, Maine Details
Todd Gilday's PFPC Experience May 1995 - September 1997
Job Finance/Insurance Professional
Industry Financial Services
Experience
Maine Revenue Services  May 2013 - Present
Spinnaker Financial LLC   January 2012 - Present
UnitedHealthcare  December 2010 - January 2013
UnitedHealthcare  November 2007 - December 2010
Humana  August 2005 - November 2007
Bravo Health  April 2005 - August 2005
AmeriChoice  April 2001 - April 2005
AmeriChoice  May 1999 - April 2001
SEI Investments  September 1997 - May 1999
PFPC   May 1995 - September 1997

Skills
Health Insurance, Medicare Supplements, Medicare Part D, Insurance Agents, Brokers, Long Term Care, Medicare, Member of AICPA, Fund Accounting, Long-term Care

Education
Sotheby's institute of Art   2013 — 2013
Art as an Alternative Investment, Alternative Investments

University of Phoenix-Philadelphia Campus   2005 — 2007
MBA, Management

Rutgers University – Camden   1991 — 1995
BS, Accounting

Ashley Wade Ashley Wade Boston, Massachusetts Details
Ashley Wade's PFPC Experience July 2003 - September 2005
Job Associate Director, Healthcare Strategy and Solutions at C Space
Industry Market Research
Experience
C Space  February 2015 - Present
Communispace Corporation  November 2009 - Present
Oppenheimer & Co. Inc.   June 2006 - October 2009
State Street Wealth Management   July 2005 - June 2006
PFPC   July 2003 - September 2005

Skills
Patient Insights, Needs Analysis, Analysis, Recruiting, Data Analysis, CRM, Project Management, Email Marketing, Customer Insight, Consumer Insight, Marketing, Insight Generation, Consumer Insight..., Consulting, Salesforce.com, Sales Management, Sales Operations, Qualitative Research, Market Research, Financial Services, Marketing Research, Segmentation, Consumer Behaviour, Online Research, Survey Design, Business Strategy, Business Insights, Client Services

Education
Northeastern University   2006 — 2008
BS

Thomas R. Carrabis Thomas R. Carrabis Greater Boston Area Details
Thomas R. Carrabis's PFPC Experience August 1991 - May 1996
Job Financial / StopLoss Insurance Service Professional
Industry Financial Services
Experience
Sun Life Financial  July 2012 - Present
Boston Financial Data Services  July 2003 - September 2011
Columbia Management Group/FleetBoston (formerly Liberty Financial)   May 1996 - June 2003
PFPC   August 1991 - May 1996

Skills
Mutual Funds, Vendor Management, Risk Management, Compliance, Customer Relations, Team Building, Mergers, Change Management, Administration, Performance Management, Transfer Agency, Leadership Development, Employee Relations, Operations Management, Manufacturing..., Client Conversions and..., Disaster Preparedness..., Project Planning and..., Process Improvement, Training & Development, Fraud Prevention, Anti-Money Laundering, Procedure Development..., Banking Operations, Operations..., Stop-Loss Insurance, Project Planning, Customer Service, Insurance, AML, Business Analysis, Core Banking, Employee Training, Financial Services, Fraud, Leadership, Management, Mergers, Project Management, Relationship Management, Training

Education
University of Massachusetts at Lowell
Business Administration, Management and Operations

Middlesex Community College
Liberal Arts and Sciences/Liberal Studies

New Horizons
Various MS Certifications, MS Project Management

Alfred Thompson Alfred Thompson Washington D.C. Metro Area Details
Alfred Thompson's PFPC Experience June 2000 - December 2002
Job SR Test Engineer
Industry Information Technology and Services
Experience
Leidos  October 2011 - Present
Edge Professional Services  January 2011 - October 2011
CADstar International  November 2009 - January 2011
northrup grumman  2009 - 2011
Booz Allen Hamilton  October 2008 - November 2009
Knowledge Management, Inc   January 2007 - October 2008
Apptis  March 2006 - January 2007
SAIC  March 2003 - March 2006
PFPC   June 2000 - December 2002
Titan Corporation  February 1998 - June 2000

Skills
Windows, Unix, Linux..., Visual SourceSafe, Visual Basic, C, C++,..., Rational TestManager,..., HP Quality Center, Silk Central TestManager, JIRA, VersionOne, Oracle, SQL Server

Education
Prince george's Community College   2002 — 2005
Information Systems

Magruder High School

New Hampshire College

Ryan Painter, CPA Ryan Painter, CPA Dover, Delaware Area Details
Ryan Painter, CPA's PFPC Experience December 2003 - December 2007
Job General Accountant at Eagle Group
Industry Accounting
Experience
Eagle Group  June 2013 - Present
Papaleo, Rosen, & Chelf, PA   December 2007 - May 2013
PFPC   December 2003 - December 2007

Skills
Tax, Accounting, Financial Reporting, Audit, Quickbooks, Tax Returns, Auditing, Journal Entries, Payroll, Bookkeeping, Reconciliation, Income Tax, Excel, General Ledger, Tax Accounting, CPA, Account Reconciliation, Corporate Tax, GAAP, QuickBooks, Financial Analysis, Tax Preparation, Accruals, SEC filings, Depreciation, Cost Accounting, Fixed Assets, Accounts Payable, Microsoft Excel, Balance, Financial Statements, Revenue Recognition, Managerial Finance, External Audit, Tax Research, Financial Accounting, Accounts Receivable, Accountants, Payroll Taxes, Partnership Taxation, Sales Tax

Education
Shepherd University
Bachelors, Accounting

Peter Colarusso Peter Colarusso Greater Boston Area Details
Peter Colarusso's PFPC Experience October 2001 - September 2003
Job Team Leader at Mercer Investments
Industry Financial Services
Experience
Mercer - Investments  July 2014 - Present
Comcast Cable  May 2011 - July 2014
Atlas Watersystems, Inc  March 2012 - February 2014
John Hancock Financial Services  April 2005 - August 2010
State Street Bank  September 2003 - April 2005
PFPC   October 2001 - September 2003
PFPC Global Advisors   January 2001 - January 2003
Mutual Fund / 529 State Tuition Plan Call Center   January 2000 - January 2001
Boston Financial Data Services  January 1992 - January 2001
Mutual Fund   January 1995 - January 2000

Skills
Applicant Tracking..., Management, Team Building, Process Improvement, Training, Talent Acquisition, Employee Benefits, Mutual Funds, Recruiting, Leadership, Call Centers, Vendor Management, Sales, Customer Satisfaction, New Business Development, Customer Service, Interviews, Account Management, Risk Management, Investments, Insurance, Financial Services

Education
Cape Cod College

Quincy College

Erin Lapointe Erin Lapointe Providence, Rhode Island Area Details
Erin Lapointe's PFPC Experience February 2001 - July 2004
Job Project Manager at ADP
Industry Marketing and Advertising
Experience
ADP - Employer Services  April 2011 - Present
ADP Dealer Services  March 2008 - June 2011
ADP Dealer Services  April 2007 - June 2009
ADP / BZ Results   May 2005 - April 2007
BZ Results a division of ADP   October 2004 - May 2005
PFPC   February 2001 - July 2004
Boston Financial Data Services  December 1994 - February 2001

Education
Roger Williams University   1996 — 1996

Kaplan University
Business

Derek Ketterer Derek Ketterer Perkasie, Pennsylvania Details
Derek Ketterer's PFPC Experience June 2005 - March 2007
Job Senior Accountant at Capmark
Industry Financial Services
Experience
Capmark  March 2007 - Present
PFPC   June 2005 - March 2007

Skills
Accounting, PeopleSoft, General Ledger, Microsoft Excel, Account Reconciliation, Finance, Financial Accounting, Cash Receipts and..., Intercompany..., Exchange Rates, Foreign Currency, Revaluation/Translation, REO, Accruals, Microsoft Word

Education
Shippensburg University of Pennsylvania   2001 — 2005
Bachelor of Science (BS), Accounting

Cisem Rowe Cisem Rowe Greater Philadelphia Area Details
Cisem Rowe's PFPC Experience December 2004 - June 2006
Job Vice President at JPMorgan Chase
Industry Investment Banking
Experience
JPMorgan Chase  April 2013 - Present
JPMorgan Chase  2006 - April 2013
PFPC   December 2004 - June 2006

Skills
Partnership Development, Leadership, Client Relations Skills, Couching, Problem Solving, Operational Risk..., Team Building, Project Planning

Education
Wilmington Univeristy, Wilmington DE   2010 — 2011
MBA, Finance

Richard Stockton College of New Jersey   2000 — 2004
BS, Finance and Economics

Jean Sheehan Jean Sheehan Greater Boston Area Details
Jean Sheehan's PFPC Experience 1999 - 2004
Job VP HR Global Vendor Mgmt at State Street
Industry Human Resources
Experience
State Street  September 2013 - Present
Boston Scientific  May 2012 - September 2013
PNC  2009 - 2011
PNC  2008 - 2009
PNC  2007 - 2008
PNC  2004 - 2008
PFPC   1999 - 2004
First Data Corporation  1996 - 1999
Waters  1981 - 1996

Skills
Personnel Management, Project Management, Vendor Management, HRIS, Deferred Compensation, Human Resources, Talent Acquisition

Education
Pfeiffer University

Robert Babiak Robert Babiak Greater Philadelphia Area Details
Robert Babiak's PFPC Experience May 2006 - February 2007
Job Package Car Driver at UPS
Industry Banking
Experience
UPS  October 2012 - Present
State Street Bank  January 2011 - October 2012
State of Delaware  February 2010 - December 2010
Look What Mom Found...and Dad too!   2008 - 2010
Wells Fargo Bank NA  March 2007 - November 2009
PFPC   May 2006 - February 2007
Wilmington Trust Company  January 2005 - May 2006
Wilmington Trust Company  March 2003 - January 2005
HSBC Overseas Bank   March 2001 - March 2003
J.P. MORGAN   March 2000 - March 2001

Skills
Securities, Fixed Income, Invoicing, Auditing, Portfolio Management, Swaps, Equities, Bonds, Financial Services, Budgets, Financial Risk, Finance, Trading, Investments, Options, Mutual Funds, Analysis, Accounting, Funding, Account Reconciliation

Education
Richard Stockton College of New Jersey   1992 — 1996
Bachelor's degree, Finance, General

Derrick Perry Derrick Perry Greater Philadelphia Area Details
Derrick Perry's PFPC Experience January 1999 - April 2000
Job Councilman at Municipality of Norristown
Industry Machinery
Experience
Municipality of Norristown  2013 - Present
ArcelorMittal  June 2011 - Present
Conway Freight  August 2009 - June 2011
The Lincoln Center for Family and Youth  November 2008 - May 2009
SAP  October 2005 - July 2008
Comcast Commercial Online  April 2000 - October 2005
PFPC   January 1999 - April 2000
Rider University  May 1996 - May 1998

Skills
Customer Service, Milling, Plant Maintenance, Metallurgy, SAP, Planned Preventative..., Steel, Continuous Improvement, Coal, Maintenance Management, Minerals, Iron Ore, Team Building, Access, Management, Marketing, Customer Satisfaction, Training, Human Resources, Operational Planning, Heavy Equipment..., Sales, Interviews, Lead Generation, New Business Development, Business Development, Process Improvement, Forecasting, Contract Management, Operations Management, Six Sigma, Budgets, Negotiation

Education
North Montco Technical Career Center   2008 — 2009
CDL, CDL

Rider University   1996 — 1998
Communications with a Minor in Public Relations, Interpersonal Communications

New Mexico Junior College   1994 — 1996
Liberal Arts, Liberal Arts

Dan Feeser Dan Feeser Baltimore, Maryland Area Details
Dan Feeser's PFPC Experience June 1998 - October 2000
Job Director, Family Office Services at Arthur Bell CPAs
Industry Financial Services
Experience
Arthur Bell, Certified Public Accountants  January 2013 - Present
Arthur Bell, Certified Public Accountants  February 2006 - December 2012
T Rowe Price  July 2003 - February 2006
PricewaterhouseCoopers  November 2000 - July 2003
PFPC   June 1998 - October 2000

Skills
Financial Accounting, Auditing, Investments, Financial Reporting, Equities, Alternative Investments, Private Equity, Excel, Bloomberg, Accounting, Microsoft Excel

Education
Mount St. Mary's University   1994 — 1998
BS, Accounting, Business

Charles Migliore Charles Migliore Boston, Massachusetts Details
Charles Migliore's PFPC Experience February 2007 - October 2007
Job VP, Electronic Banking Manager of East Boston Savings Bank and it's Mt. Washington Bankg Div.
Industry Banking
Experience
East Boston Savings Bank  February 2014 - Present
Mt. Washington Bank a Div of East Boston Savings Bank   January 2013 - February 2014
Mt. Washington Bank  October 2007 - January 2013
PFPC   February 2007 - October 2007
Crown Bank  March 2003 - September 2006

Skills
Call Centers, Accounts Payable, Retail Banking, Sales, Cash Management, Customer Service, Training, Consumer Lending, Credit, Risk Management, Accounting, Mortgage Lending

Education
New England School for Financial Studies at Babson College   2013 — 2014

New England College of Business and Finance   2012 — 2013
Master of Business Administration (MBA), Finance, General

New England College of Finance   2010 — 2011
Bachelor of Science, Business Administration

Vincent De Meis Jr., P.E., MBA Vincent De Meis Jr., P.E., MBA Greater Philadelphia Area Details
Vincent De Meis Jr., P.E., MBA's PFPC Experience September 2000 - January 2002
Job Project Manager, Installations at Bloom Energy
Industry Mechanical or Industrial Engineering
Experience
Bloom Energy  December 2013 - Present
Concord Engineering Group  March 2011 - December 2013
Concord Engineering Group  May 2007 - March 2011
Remington & Vernick Engineers  January 2006 - May 2007
Arora Engineers, Inc.   April 2004 - May 2005
Circuit City  April 1998 - March 2005
Exelon Energy  January 2002 - September 2002
PFPC   September 2000 - January 2002
Delaware County Intermediate Unit  June 1999 - August 1999
Sears Home Improvement Products  June 1997 - April 1998

Skills
AutoCAD, PowerPoint, Problem Solving, Electrical Engineering, Meeting Deadlines, Engineering Management, Energy Efficiency, MEP, Engineering, Construction Management, Manufacturing, HVAC, Renewable Energy, Energy Audits, Energy Management, Electricians, Power Generation, Commissioning, Energy, Power Distribution, Construction, Solar Energy, Mechanical Engineering, Energy Conservation, Building Automation, Power Plants, LEED, Air Conditioning, CAD, Contract Management, Engineers, HVAC Controls, MS Project, Power Systems, Project Engineering, Solidworks

Education
Rowan University   2009 — 2011
MBA, Management / Entrepreneurship

Widener University   1999 — 2003
Electrical Engineering

Rosalie Chalfant Rosalie Chalfant Winter Garden, Florida Details
Rosalie Chalfant's PFPC Experience March 1998 - May 2000
Job Mutual Funds
Industry Financial Services
Experience
BNY Mellon  September 2012 - Present
Easton Personnel (Contract Employee) at BNY Mellon   April 2012 - August 2012
Dongbaek Elementary School   September 2009 - August 2011
Avalon English Academy (iGen Corp.)   October 2006 - May 2009
The Language House TEFL   October 2005 - October 2006
Legg Mason & Co., Llc   May 2000 - June 2005
PFPC   March 1998 - May 2000

Skills
Financial Reporting, Microsoft Office, Variance Analysis, Excel, Word, Accounting, Outlook, Customer Service, Microsoft Word, Analysis, Training, Microsoft Excel

Education
The Language House   2005 — 2005
TEFL Certification, English as a Foreign Language

Midwestern State University   1992 — 1997
BBA, Accounting

Rutger's University, Livingston College   1989 — 1991
Psychology

Richard Coyle Richard Coyle Greater New York City Area Details
Richard Coyle's PFPC Experience 1994 - 2002
Job Financial Services Representative at TD
Industry Investment Management
Experience
TD  July 2012 - Present
Retail Investment   December 2009 - July 2012
Ceridian  2002 - 2009
PFPC   1994 - 2002
Union Bank + Trust  1991 - 1994
Bankers Trust  1987 - 1991
Marine Midland (HSBC)   June 1980 - January 1987

Education
Pace University   1974 — 1978
BS, Buisness

Jonathan law

Dana Rankin Dana Rankin Greater Philadelphia Area Details
Dana Rankin's PFPC Experience June 2002 - May 2007
Job Custody Account Opening Specialist at BNY Mellon
Industry Financial Services
Experience
BNY Mellon Asset Servicing  July 2009 - Present
PNC Global Investment Servicing, King of Prussia, PA2002   May 2007 - July 2009
PFPC   June 2002 - May 2007
PNC Bank  January 1999 - January 2002
SEPTA  January 2000 - January 2000

Education
Neumann University   1998 — 2002
Bachelor of Science Degree, Business Administration

Eastern University
Masters of Business Administration, Management

Neumann University
Bachelor of Science Degree, Computer Information Management

Mark DiBenedetto Mark DiBenedetto Greater Philadelphia Area Details
Mark DiBenedetto's PFPC Experience 1997 - 2005
Job System Engineer Manager at EMC
Industry Computer Hardware
Experience
EMC  October 2013 - Present
EMC  January 2013 - September 2013
EMC  September 2011 - January 2013
EMC  July 2010 - October 2011
EMC  July 2005 - July 2010
PNC Financial Services Group  January 1997 - July 2005
PFPC   1997 - 2005
ADP Dealer Services  May 1989 - January 1997

Skills
Storage Area Networks, Storage, SAN, Enterprise Storage, Storage Virtualization, NAS, Virtualization, Storage Architecture, EMC Storage, Data Center, Cloud Computing, VDI, Pre-sales, Disaster Recovery, Hardware, VMware, Storage Management, High Availability, iSCSI, Storage Solutions, VMware Infrastructure, Fibre Channel, Replication, Deduplication, Enterprise Software, Brocade, NetApp, Backup Solutions, Symmetrix, Netbackup, Business Continuity, VMware ESX, Data Domain, Team Leadership, Management

Education
Philadelphia University   1992 — 2000
Management Information Systems, General

Pennco Tech   1984 — 1986
Associates Degree in Specialized Automotive Technology, Automotive

Darling Merrill Darling Merrill Newburyport, Massachusetts Details
Darling Merrill's PFPC Experience April 1997 - January 2000
Job Hair Salon Owner, Master Hair Stylist, Northshore Magazine Best Hair Coloring 2014
Industry Consumer Goods
Experience
Darling Merrill Hair Co   January 2013 - Present
Troy Thompson Hairdressing-Sydney, Australia   July 2006 - July 2007
Zurich Scudder Investments  April 2000 - January 2003
PFPC   April 1997 - January 2000

Skills
Paul Mitchell Color, Alpafarf color and..., Hair Care, Hair Cutting, Hair Extensions, Salons, Beauty Industry, Waxing, Runway, Cosmetology, Artistry, Makeovers, Stylists, Makeup Artistry, Weddings, Hair Straightening, Corrective Color, Photo Shoots, Keratin Treatment, Skin Care, Glamour, Updos, Cuts, Razor Cutting, Bridal Showers, Eyelash Extensions, Master Colorist, Airbrush, Manicures, Fashion Shows, Color Correction, Precision Haircutting, Spa, Styling, Cosmetics, Celebrity, Fashion, Blow Dry, Eyebrow, Product Knowledge, Precision Cutting, Balayage, Long Hair, Hair Restoration, Color Theory, Merchandising, Hair Removal, Fashion Design, Foiling, Customer Service

Education
TAFE   2006 — 2007
Hairdressing Certificate III, Certified Senior Hairdresser, Hairdresser, salon supervisor, salon owner or manager.

TAFE   2005 — 2006
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services

Robert Moniz Robert Moniz Providence, Rhode Island Area Details
Robert Moniz's PFPC Experience 2001 - 2004
Job Sr Professional Services Engineer at RJS Software Systems
Industry Computer Software
Experience
RJS Software Systems  October 2011 - Present
Intellichief LLC  August 2004 - October 2011
Quadrant Software  2004 - 2004
PFPC   2001 - 2004
State Street Bank  1998 - 2000

Skills
Document Management, Professional Services, Customer Service, SQL, Software Implementation, Requirements Analysis, Document Imaging, Integration, Microsoft SQL Server, Artsyl docAlpha..., Accounts Payable &..., Requirements Gathering, IBM iSeries, Enterprise Software, Databases, Cloud Computing, .NET, Programming, System Administration, Windows, Business Analysis, VB.NET, XML, HTML, ERP, Agile Methodologies, Business Intelligence, IBM/Datacap Taskmaster, Forms Design, Business Process, SharePoint, IBM Datacap Taskmaster, InfoPath Forms, Analysis, Customer Relations, CL Programming, MFC, VBScript, InfoPath, Project Management, MySQL, CSS, Visual Basic, PHP, Atlassian JIRA, Confluence, SaaS, Software Development

Education
New England Institute of Technology   1993 — 1996
BS, Computer Science

Classical High School   1981 — 1985

elizabeth Witkowski elizabeth Witkowski Shrewsbury, Massachusetts Details
elizabeth Witkowski's PFPC Experience March 1997 - April 2003
Job Material handler/ inventory specialist at SMS Systems Maintenance Services
Industry Information Technology and Services
Experience
SMS Systems Maintenance Services  Material handler/ inventory specialistSMS Systems Maintenance ServicesDecember 2013 - Present
Marshalls Departemnt store   April 2003 - December 2013
PFPC   March 1997 - April 2003
WORCESTER ANIMAL RESCUE LEAGUE INC   June 1990 - March 1997

Education
Quinsigamond Community College   1986 — 1987
Associate's degree, Accounting and Business/Management

shrewsbury high school

Jeremy Becker Jeremy Becker San Francisco Bay Area Details
Jeremy Becker's PFPC Experience April 1999 - August 2000
Job Writer and Technical Advisor at Becker Kutumb
Industry Computer Software
Experience
Becker Kutumb   August 2014 - Present
Clean Power Finance  August 2014 - December 2014
Clean Power Finance  May 2013 - August 2014
Federal Reserve Bank of San Francisco  April 2011 - May 2013
Federal Reserve Bank of San Francisco  July 2008 - April 2011
Federal Reserve Bank of San Francisco  August 2000 - July 2008
PFPC   April 1999 - August 2000
Fidelity Investments  January 1999 - April 1999

Skills
Business Intelligence, Data Warehousing, Unix, SQL, PL/SQL, PMP, Integration, Software Development, Databases, Java, XML, Software Project..., Oracle PL/SQL..., Application Development, Web Applications, Pega PRPC, Reporting Design, MS Project, Problem Solving, Critical Thinking, PRPC, Pegasystems PRPC, Java Enterprise Edition, Requirements Gathering, Requirements Analysis, Visio, Agile Methodologies, Business Process, ETL, Unix Shell Scripting, Business Process..., T-SQL, Informatica, Hands-on Technical..., Salesforce.com, Visualforce Pages, Salesforce.com..., Salesforce.com...

Education
University of California, Berkeley   2009 — 2010
Certificate, Project Management

Northeastern University   1993 — 1998
BSBA, Finance and Management Information Systems

Chuck Hiller Chuck Hiller Greater Philadelphia Area Details
Chuck Hiller's PFPC Experience November 2004 - December 2006
Job Senior Manager at EY
Industry Accounting
Experience
EY  October 2014 - Present
EY  January 2012 - Present
United Refrigeration Inc.  July 2009 - December 2011
PwC  January 2003 - July 2009
PFPC   November 2004 - December 2006
Asher & Company, Ltd.   July 1998 - January 2003

Skills
Partnership Taxation, Corporate Tax, Income Tax, Accounting, Tax Accounting, Financial Reporting, Tax, Tax Research, US GAAP

Education
Philadelphia University   2004 — 2006
Master's degree, Taxation

West Chester University of Pennsylvania   1992 — 1995
Bachelor's degree, Accounting

James Ousey James Ousey Malvern, Pennsylvania Details
James Ousey's PFPC Experience November 2005 - February 2007
Job Problem Identification and Solutions
Industry Computer Software
Experience
Philidor Rx Services  September 2014 - Present
Infor  August 2013 - September 2014
IntePros Consulting  March 2010 - August 2013
iPipeline  October 2008 - March 2010
Dollar Financial Group  February 2007 - October 2008
PFPC   November 2005 - February 2007
ACE Group  February 2004 - October 2005
Internet Pipeline   September 2001 - February 2004
Broadreach Consulting  June 1995 - September 2001
The WEFA Group  March 1994 - June 1995

Skills
.NET, WCF, WPF, MVVM, C#, PLINQ, Task Parallel Library, ASP.NET MVC, Microsoft SQL Server, SQL CLR, SQL, SQL Clustering, Internationalization, Unicode, Entity Framework, XSD, WSDL, SSRS, Software Development, Databases, XML, Object Oriented Design, Windows Services, Web Service Development, JSON, RESTful WebServices, ANTS Profiler, COM Interop, ClickOnce, ASP, IIS, Ext JS, jQuery, Visual Basic 5.0/6.0, CSS, Aspose, Pdf, PostScript, Integration

Education
Penn State University   1989 — 1993
Bachelor of Science (BS), Geographic Information Science and Cartography

Jacqueline Berge Jacqueline Berge Greater Philadelphia Area Details
Jacqueline Berge's PFPC Experience 2004 - 2006
Job Compliance Analyst at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co.   December 2014 - Present
Turner Investments, L.P.   January 2007 - July 2014
PFPC   2004 - 2006

Skills
Mutual Funds, Series 63, Securities

Education
State University of New York College at Potsdam   1988 — 1992

Debra Chaplin Debra Chaplin Greater Boston Area Details
Debra Chaplin's PFPC Experience February 2001 - November 2002
Job Project Manager and Experienced Supervisor
Industry Financial Services
Experience
BNY Mellon  May 2008 - Present
PNC  December 2005 - May 2008
PNC  November 2002 - December 2005
PFPC   February 2001 - November 2002
Boston Financial Data Services  July 1999 - February 2001
Boston Financial Data Services  October 1995 - July 1999
Boston Financial Data Services  January 1994 - October 1995
Boston Financial Data Services  February 1993 - January 1994
Rockland Trust  September 1992 - February 1993
Macy's (Jordan Marsh)   January 1989 - September 1992

Skills
Account Reconciliation, Microsoft Excel, Microsoft Word, Lotus Notes, Software Documentation, Training, PowerPoint, Auditing, Accounting, Microsoft SQL Server, Leadership, Management, Internal Audit, Microsoft Power Point, Outlook Express, Monarch Pro, Image Processing, Program Management, Teamwork, FSR, Surpas, DST, Workspeed, AHD, Advisor Central, Pinacle, Purchasing, Fund Accounting, Access, Financial Reporting, Mergers & Acquisitions, Computer Output to..., Advanced Help Desk (AHD), Order and..., Subaccounting..., Analysis, Financial Statements, Finance, Mutual Funds, Credit, Financial Accounting, Financial Services, Process Improvement, Risk Management, Customer Service, Banking, Financial Analysis, Business Analysis

Education
Stonehill College   1985 — 1994
Bachelors Degree, Accounting and Finance

Aquinas Jr College   1982 — 1984
Associates, Business Administration and Management, General

Keli Hosford Keli Hosford Greater Boston Area Details
Keli Hosford's PFPC Experience November 2004 - May 2007
Job Senior Account Manager, Client Services at Colpitts World Travel
Industry Hospitality
Experience
Colpitts World Travel  May 2010 - Present
Colpitts World Travel  October 2007 - May 2010
PFPC   November 2004 - May 2007

Skills
Customer Service, Tourism, Meeting Planning, Event Management, Corporate Events, Marketing, Event Planning, Business Travel, Airline Reservations, Hotel Contract..., Account Management

Education
Massasoit Community College   2002 — 2003
General Studies

Nicholas McCaffery Nicholas McCaffery Rochester, New York Area Details
Nicholas McCaffery's PFPC Experience September 2004 - June 2006
Job Financial Services Director at Rochester Institute of Technology
Industry Financial Services
Experience
Rochester Institute of Technology  December 2014 - Present
Paychex  March 2010 - December 2014
Paychex  July 2007 - March 2010
PFPC   September 2004 - June 2006

Skills
Accounting, Auditing, Financial Statements, Investments, Financial Analysis, Mutual Funds, Financial Modeling, Financial Reporting, Access, Microsoft Excel, Forecasting, Process Improvement, Internal Controls, Analysis, Finance, Management, Budgets, Banking, Account Reconciliation, Leadership, Customer Service, Sarbanes-Oxley Act, Financial Services

Education
Rochester Institute of Technology   2007 — 2012
MBA, Finance

SUNY Geneseo   1999 — 2003
BS, Business Administration

Jeremy Peterman Jeremy Peterman Burlington, Vermont Area Details
Jeremy Peterman's PFPC Experience January 2002 - April 2002
Job Vice President, Executive Recruiting at JR Peterman Associates
Industry Insurance
Experience
JR Peterman Associates   March 2006 - Present
First Reliance Standard Life   July 2002 - March 2006
PFPC   January 2002 - April 2002

Skills
Executive Search, Client Development, Personnel Policies, Insurance, Health Insurance, Underwriting, Employee Benefits, Recruiting, Sales, Territory Management, Compensation & Benefit, Management, Claim, New Business Development, Human Resources, Account Management, Disability Insurance, Sales Force Development, Benefits Administration, Accident, Managed Care, Life Insurance, Brokers, Health Savings Accounts, Compensation & Benefits

Education
Roger Williams University   1998 — 2002
B.S., Finance

Kenneth C. Walton Kenneth C. Walton Cherry Hill, New Jersey Details
Kenneth C. Walton's PFPC Experience July 2007 - July 2008
Job Trade Operations Analyst at BlackRock
Industry Financial Services
Experience
BlackRock  August 2012 - August 2013
BlackRock  August 2008 - August 2012
PFPC   July 2007 - July 2008

Skills
Asset Managment, Investment Banking, Mutual Funds, Collateral, Bloomberg, Equities, Fixed Income, Microsoft Office, DTC, Telekurs, Corporate Actions, Microsoft Excel, Microsoft Word, Lotus Smartsuite, Class Actions, Fund Administration, Swaps, Asset Management, Financial Analysis

Education
Rutgers University
Bachelor's degree, Finance, General

Allan Asaam Allan Asaam Worcester, Massachusetts Details
Allan Asaam's PFPC Experience November 2007 - November 2009
Job Accountant at BNYMellon
Industry Accounting
Experience
BNYMellon  January 2011 - Present
PNC Investments  November 2009 - November 2010
PFPC   November 2007 - November 2009

Skills
Pc Software, Multi tasking, Detail oriented, Account Reconciliation, Financial Reporting, Accounting, Financial Statements, Accounts Payable, Accounts Receivable, General Ledger, Bloomberg, Auditing, Internal Audit, Invoicing, Fund Accounting, Banking, Portfolio Management, Fixed Assets, Investments, Financial Services, Budgets, Mutual Funds, Financial Analysis, Microsoft Excel, Management, Finance, Financial Accounting

Education
Quinsigamond Community College   2007 — 2011
AS, Health Sciences

Worcester State University   2004 — 2007
BS, Accounting

East West University Chicago,IL.   2002 — 2004
Business

St Agustine's College   1996 — 1998
Accounting, Business

chapel hill school   1990 — 1995
Business

Scott Fleming, CSM Scott Fleming, CSM Greater Boston Area Details
Scott Fleming, CSM's PFPC Experience March 2006 - October 2007
Job IT Project Manager
Industry Information Technology and Services
Experience
Staples  June 2013 - Present
PNC Global Investment Servicing / BNY Mellon   November 2008 - June 2013
PFPC / PNC Global Investment Servicing   October 2007 - November 2008
PFPC   March 2006 - October 2007
PFPC   March 2005 - March 2006
PFPC   April 2001 - March 2005
Pax Clearing Corporation  September 1999 - April 2001

Skills
SDLC, Process Improvement, Analysis, Business Process..., Project Management, Requirements Gathering, Security, Management, Business Analysis, Software Documentation, Program Management, Vendor Management, Business Requirements, Training, Visio, Change Management, Software Development, Software Project..., Data Analysis, Databases, New Business Development, Risk Management, Account Reconciliation, Scrum, Agile & Waterfall..., Contract Negotiation, Contract Management, Financial Reporting, Financial Forecasting, Project Status Reporting, Version One, IT Procurement

Education
Pace University
Business

Donald M. Mewha III Donald M. Mewha III Silver Spring, Maryland Details
Donald M. Mewha III's PFPC Experience July 2000 - October 2003
Job Scientific Program Coordinator at American Physical Society (APS Physics)
Industry Nonprofit Organization Management
Experience
American Physical Society (APS Physics)   November 2012 - Present
Sandy Spring Friends Meeting   2007 - 2014
Sandy Spring Friends Meeting   2007 - 2014
MarketResearch.com  February 2010 - October 2012
Weller Road ES PTA   2009 - 2010
Weller Road ES PTA   2009 - 2010
MCCPTA   2008 - 2010
RiskMetrics Group  February 2004 - December 2009
PFPC   July 2000 - October 2003

Skills
Conference Coordination, Conference Services, Copy Editing, Shipping, Business Relationship..., Microsoft Excel, Process Improvement, Market Research, Training, Marketing, Management, Sales, Data Analysis, Customer Service, B2B, Report Writing, Market Analysis, Editing, Competitive Analysis

Education
Penn State University   1992 — 1996
Political Science

Sun Valley High School   1987 — 1992
High School Diploma

Lara Hendrickson Lara Hendrickson Greater Minneapolis-St. Paul Area Details
Lara Hendrickson's PFPC Experience 1997 - 2002
Job Communications Specialist at Renewal by Andersen
Industry Marketing and Advertising
Experience
Renewal by Andersen  August 2014 - Present
Renewal by Andersen  July 2002 - August 2014
PFPC   1997 - 2002
American English School of Prague   September 1993 - May 1994

Skills
Social Media Marketing, Lead Generation, Integrated Marketing, Project Management, Marketing, Management, Training, Process Improvement, Email Marketing, B2B, Public Speaking, Contract Negotiation, Marketing Strategy, Strategic Planning, Budgets, Marketing Communications, Social Media, Account Management, Direct Marketing, New Business Development

Education
University of Minnesota-Twin Cities   2014 — 2015
Technical Communications Certificate Program, Curently taking a proposal and grant writing course.

Recent Training Attended

St. Catherine University
English

University of MN
History, Eastern European History, English

Nicole Bonitati Nicole Bonitati Raleigh-Durham, North Carolina Area Details
Nicole Bonitati's PFPC Experience February 1989 - February 1996
Job Senior Systems Analyst
Industry Information Technology and Services
Experience
Fidelity Investments  June 2011 - Present
Fidelity Investments  January 2003 - December 2008
Fidelity Investments  January 1998 - January 2003
Fidelity Investments  January 1996 - January 1998
PFPC   February 1989 - February 1996
PFPC   January 1991 - January 1996
PFPC   January 1989 - January 1991
BLUE CROSS -BLUE SHIELD OF RHODE ISLAND  October 1987 - October 1989

Skills
User Acceptance Testing, Business Analysis, Agile Methodologies, SDLC, Business Requirements, Visio

Education
Rhode Island College   1999 — 2007
Undergrad, Economics

Rhode Island College   2000 — 2004
Bachelors of Arts, Economics

Rhode Island Real Estate

Eric Eckman Eric Eckman Lancaster, Pennsylvania Area Details
Eric Eckman's PFPC Experience July 2000 - June 2004
Job Accountant at Eastern Insurance Holdings, Inc
Industry Insurance
Experience
Eastern Insurance Holdings, Inc.   June 2004 - Present
PFPC   July 2000 - June 2004

Skills
Statutory Reporting, Accounting, Statutory Accounting, Account Reconciliation, Financial Analysis, Auditing, Financial Reporting, Sarbanes-Oxley Act, Insurance, Financial Accounting, Internal Controls, General Ledger

Education
Shippensburg University of Pennsylvania   1997 — 2000
BSBA, Accounting

West Chester University of Pennsylvania   1996 — 1997
Accounting

Matt Crocker Matt Crocker Greater Boston Area Details
Matt Crocker's PFPC Experience 1999 - 2005
Job Business Analyst | Operations Manager | Project Manager | Call Center Executive
Industry Consumer Goods
Experience
Lego Systems Inc  March 2015 - Present
Lego Systems Inc.  January 2012 - Present
Lego Systems Inc.  June 2010 - December 2011
Arbella Insurance Group  August 2008 - June 2010
Mapfre (formerly known as Commerce Insurance)   March 2007 - August 2008
MassMutual  2005 - 2007
PFPC   1999 - 2005
MFS  1998 - 1999

Skills
Business Process..., Business Analysis, Change Management, Call Centers, Telecommunications, Management, Software Documentation, Project Planning, Process Improvement, Customer Service, Business Process, Cross-functional Team..., Project Management, Vendor Management, CRM, SAP, Team Leadership

Education
Worcester State University   1995 — 1998
Bachelor of Arts (B.A.), English Literature

Massachusetts College of Liberal Arts   1993 — 1996

Andrew Chalupa Andrew Chalupa Orange County, California Area Details
Andrew Chalupa's PFPC Experience October 2004 - September 2005
Job Account Executive
Industry Marketing and Advertising
Experience
Championship Lacrosse Camps   2010 - Present
CashCall  November 2006 - October 2008
PFPC   October 2004 - September 2005

Education
Pfeiffer University   1993 — 1997
Sports Management

Delia O'Connor, MBA Delia O'Connor, MBA Greater Boston Area Details
Delia O'Connor, MBA's PFPC Experience 1995 - 2002
Job Fund Administration Director of Financial Reporting
Industry Financial Services
Experience
State Street Corporation  2005 - Present
JP Morgan Chase  February 2002 - October 2005
PFPC   1995 - 2002

Skills
CRM, Training, Team Leadership, Leadership, Financial Reporting, Internal Audit, Sales, New Business Development, Finance, Six Sigma, Financial Services, Financial Analysis

Education
Simmons College - Simmons School of Management   2005 — 2008
MBA, Business

Raj Mahabir Raj Mahabir Greater Philadelphia Area Details
Raj Mahabir's PFPC Experience January 2008 - Present
Job Technical Account Intermediate
Industry Financial Services
Experience
BNY Mellon Asset Servicing  2010 - Present
PFPC   January 2008 - Present
BNY Mellon  2008 - Present
PFPC   November 2005 - December 2007
PFPC   October 2002 - May 2003

Education
Temple University   1997 — 2002

Brian Barrette Brian Barrette Providence, Rhode Island Area Details
Brian Barrette's PFPC Experience January 2006 - January 2007
Job Sr. Application Analyst II at Lifespan
Industry Computer Software
Experience
Lifespan  September 2015 - Present
Apex Systems  October 2013 - September 2015
Avanade  August 2012 - September 2013
TEKsystems  November 2008 - August 2012
AIPSO  January 2007 - June 2008
PFPC   January 2006 - January 2007
Citizens Bank  June 2004 - March 2006
Fleet Technology Solutions   February 2001 - January 2002
Massachusetts Registry of Motor Vehicles  July 2000 - February 2001
Compuware  March 1999 - August 2000

Skills
SQL, .NET, Visual Basic, Visual C#, HTML 5, CSS3, Visual Studio, Application Development, Crystal Reports, SQL Server, SharePoint, Assembly Language, Software Documentation, Microsoft SQL Server, Software Development

Education
Providence College   1979 — 1983
BS, Accounting

Sean Smyth Sean Smyth Greater Detroit Area Details
Sean Smyth's PFPC Experience 1993 - 1998
Job Quantitative Equity Trader
Industry Investment Management
Experience
NorthPointe Capital  July 2007 - Present
Rafferty Asset Management   April 2005 - October 2006
Gartmore  2000 - 2005
Morgan Stanley  1998 - 2000
PFPC   1993 - 1998

Skills
Bloomberg, Equities, Asset Management, Options, Eze Castle, Flextrade, Portfolio Management, Trading, Electronic Trading, Hedge Funds, Index Funds, TCA, Order Management

Education
Seton Hall University   1989 — 1993

Patti Lawrence Patti Lawrence Greater Philadelphia Area Details
Patti Lawrence's PFPC Experience May 2003 - November 2008
Job Agile Software QA Analyst at BuilderMT
Industry Information Technology and Services
Experience
BuilderMT  May 2013 - Present
Principia Partners  May 2012 - February 2013
STI Computer Services  May 2011 - May 2012
ADVISORport, a PFPC Company   November 2008 - February 2011
PFPC   May 2003 - November 2008
Lithium Technology Corp   2002 - 2003
CDI  August 1999 - May 2002
Biokinetics  November 1996 - June 1999
American Executive Centers  April 1992 - November 1996

Skills
Quality Assurance, SDLC, Software Documentation, Process Improvement, Visio, Business Analysis, Testing, SQL, Microsoft SQL Server, Agile Methodologies, Requirements Gathering, Test Planning, SharePoint, Quality Center, Requirements Analysis, User Acceptance Testing, Microsoft Excel, Process Engineering, Vendor Management, Project Management, Software Project..., Databases, Integration, Business Requirements, Regression Testing, Web Applications, SSRS, VSS, MS Project, Team Building, Software Development, Unix, Software Quality..., Scrum, XML, Agile Project Management, Visual Basic, Visual Studio, Manual Testing, T-SQL, .NET, Web Services, Database Design, Microsoft Dynamics NAV

Education
Temple University   2002 — 2004
Bachelor of Arts, English

Len Cantz Len Cantz Greater Philadelphia Area Details
Len Cantz's PFPC Experience 2001 - 2006
Job Vice President Product Manager at Albridge, an Affiliate of Pershing
Industry Financial Services
Experience
Albridge, an Affiliate of Pershing  July 2015 - Present
Capital Guardian LLC  June 2013 - March 2015
Albridge, an Affiliate of Pershing  June 2010 - June 2013
Bank of New York / Pershing - Albridge Solutions   June 2009 - June 2010
PNC Global Investment Services  June 2008 - June 2009
PNC Global Investment Services - Albridge Solutions   September 2007 - June 2008
Willow Financial Bank  March 2006 - September 2007
PFPC   2001 - 2006
J.P  January 2000 - January 2001
Delaware Investments, a member of the Macquarie Group  February 1997 - January 2000

Skills
Documentation, Financial Reporting, Supervisory Skills, Customer Relations, Problem Solving, Software Documentation, Customer Service, Operations Management, Relationship Management, Mutual Funds, Securities, Business Analysis, Risk Management, Training, Account Reconciliation, Management, Project Management, Analysis, Financial Services, Investments, Account Management, Six Sigma

Education
Peirce College   2009 — 2011
BS, Business Administration - Management

Northeast Catholic

LaTanya Hill LaTanya Hill Reading, Pennsylvania Area Details
LaTanya Hill's PFPC Experience September 2000 - November 2003
Job Talent Acquisiton Specialist at ICONplc
Industry Pharmaceuticals
Experience
ICON plc  April 2012 - Present
Yoh  September 2006 - January 2012
Volt Services Group  February 2006 - September 2006
Olsten Staffing Services  December 2004 - December 2005
PFPC   September 2000 - November 2003
Vanguard  April 1999 - September 2000
Vanguard  September 1996 - April 1999

Skills
Technical Recruiting, Recruiting, CTMS, Applicant Tracking..., Management, Talent Acquisition, SDLC, Cross-functional Team..., CRM, Training, Human Resources, Pharmaceutical Industry

Education
Penn State University
BS Business Management

Suffolk University - Sawyer Business School
Executive MBA

Helen Weiss Helen Weiss Greater Philadelphia Area Details
Helen Weiss's PFPC Experience July 2005 - June 2009
Job Director at BNY Mellon
Industry Financial Services
Experience
BNY Mellon  November 2013 - Present
BNY Mellon  July 2010 - Present
PNC Global Investment Servicing  June 2009 - Present
PFPC Trust Company   2005 - Present
PFPC   July 2005 - June 2009
Pacific Life  April 2005 - July 2005
Charles Schwab  May 2004 - October 2004
RBC Royal Bank  January 2004 - April 2004
NAAC   March 2003 - December 2003
JPMorgan Chase  May 2002 - December 2002

Education
Rutgers University-New Brunswick

Saul Medina Saul Medina Greater Boston Area Details
Saul Medina's PFPC Experience December 2000 - Present
Job Quality Assurance at PFPC
Industry Investment Management
Experience
PFPC   December 2000 - Present
PFPC   December 2000 - Present

Skills
Mutual Funds, Investments, Securities, Fixed Income

Education
Pace University   1995 — 1995

Steven Gargalianos Steven Gargalianos Greater Boston Area Details
Steven Gargalianos's PFPC Experience 1993 - 2001
Job Group Manager, Operations Tax and Proxy at Computershare
Industry Financial Services
Experience
Computershare  March 2001 - Present
PFPC   1993 - 2001
First Data Corporation  1993 - 2001

Skills
Securities, Financial Services, Transfer Agency, Mutual Funds, Relationship Management, Corporate Actions, Equities, Mergers & Acquisitions, Investor Relations, Asset Management, Fixed Income, Hedge Funds, Alternative Investments, Back Office, Capital Markets

Education
Syracuse University - Martin J. Whitman School of Management

Emil Pilacik, Jr. Emil Pilacik, Jr. Greater Philadelphia Area Details
Emil Pilacik, Jr.'s PFPC Experience March 2000 - October 2003
Job Owner, EMCO Technology, Inc.
Industry Outsourcing/Offshoring
Experience
EMCO Technology, Inc.   December 2000 - Present
Softmart  2006 - 2009
PFPC   March 2000 - October 2003
Sintaks Unlimited, Inc.   October 1995 - March 2000
Sintaks   1995 - 2000

Skills
Business Intelligence, Leadership, IT Management, Vendor Management, Project Management, Business Analysis, Start-ups, Troubleshooting, Process Improvement, Networking, Program Management, Salesforce.com, Windows Server, Solution Selling, Consulting, Operations Management, Virtualization, VoIP, Account Management, Sales Management, Cloud Computing, IT Strategy, Disaster Recovery, SDLC, Technical Support, Security, Enterprise Software, Integration, Team Building, Data Center

Education
Spring Garden College   1986 — 1990
Bachelor of Science, Computer Engineering Technology

Emily Buffum Emily Buffum Greater Boston Area Details
Emily Buffum's PFPC Experience 1994 - 1995
Job Meeting planner at Eversource Energy
Industry Marketing and Advertising
Experience
Eversource  April 2013 - Present
Iron Mountain  March 2008 - March 2013
Houghton Mifflin Company  March 2000 - March 2008
Houghton Mifflin Harcourt Publishing Company  2000 - 2008
First Data Investor Services Group  February 1995 - February 2000
Baybank Systems  March 1992 - February 1995
PFPC   1994 - 1995

Skills
Trade Shows, Event Marketing, Conferences, Budgeting, Event Management, Event Planning, Trade Show Management, Special Events, Marketing Strategy, Marketing Communications, Logistics, Marketing Management, Negotiation, Experiential Marketing, Events, Relationship Marketing, Product Marketing, Budgets, Strategy, Marketing, Public Relations, Cross-functional Team..., Lead Generation, Management

Education
Regis College   1987 — 1991
Bachelor of Arts (B.A.), Communications

Regis College   1987 — 1991
Bachelor's degree, Communication, General

Monadnock   1981 — 1987

Brian Wadley Brian Wadley Greater Philadelphia Area Details
Brian Wadley's PFPC Experience June 2007 - October 2007
Job Vice President Trading/Portfolio Administration Clark Capital Mgt
Industry Financial Services
Experience
Clark Capital Mgt   November 2007 - Present
PFPC   June 2007 - October 2007
Managers Investment Group  2004 - 2007
Rorer Asset Management  1994 - 2004

Skills
Valuation, Financial Analysis, Hedge Funds, Process Improvement, Portfolio Management, Securities, Separately Managed..., Financial Services, Mutual Funds, Finance, Series 7, Financial Markets, Investment Strategies, Due Diligence, Wealth Management, Trading, Risk Management, Private Equity, Investment Advisory, Retirement, ETFs, Trading Systems, Strategic Financial..., Capital Markets, Fixed Income, Equities, Bloomberg, Investments, Mergers & Acquisitions, Equity Research, Asset Allocation, Back Office, Asset Management, Investment Management, Series 63, Strategic Planning, Alternative Investments, Retirement Planning, Microsoft Excel

Education
Pennsylvania State University

Jillian Hagerty Jillian Hagerty Greater Boston Area Details
Jillian Hagerty's PFPC Experience Unit SupervisorPNC Financial Services Group1998 - Present
Job Unit Supervisor at PFPC
Industry Financial Services
Experience
PFPC   Unit SupervisorPNC Financial Services Group1998 - Present
PNC Global Investment Servicing  1998 - Present

Education
Quinsigamond Community College

Andrew Goerlich Andrew Goerlich Greater Philadelphia Area Details
Andrew Goerlich's PFPC Experience 2005 - 2006
Job Owner, AWG Painting Company
Industry Construction
Experience
AWG Residential Painting   September 2006 - Present
PFPC   2005 - 2006
Rorer Asset Management  1999 - 2005

Skills
Project Management, Financial Services, Leadership, Microsoft Office, Microsoft Excel, Financial Analysis, Financial Advisory

Education
Syracuse University   1990 — 1994

Carter Lanoux Carter Lanoux Greater Philadelphia Area Details
Carter Lanoux's PFPC Experience May 2000 - July 2003
Job Sales and Marketing Executive at ModSolar, LLC
Industry Renewables & Environment
Experience
ModSolar, LLC  May 2014 - Present
Di Bruno Bros.  2012 - Present
Multiple GC's and Masonry   May 2010 - Present
Integra Telecom  September 2009 - May 2010
Arbor Biofuels   May 2007 - June 2009
Lanier Worldwide  July 2006 - February 2007
Owens Corning  2006 - 2007
Mid Atlantic Systems   October 2004 - October 2005
Mortgage Investors Corp.  October 2003 - October 2004
PFPC   May 2000 - July 2003

Skills
Sales Management, Salesforce.com, Sales, Sales Operations, Management, Security, Cold Calling, Investments, Mergers & Acquisitions, Time Management, Sales Process, Customer Service, Account Management, New Business Development, Lead Generation, Marketing, Business Development, Strategic Planning, Marketing Strategy, Leadership, Social Media, Direct Sales, Contract Negotiation, Strategy

Education
Saint Joseph's University   1995 — 2000
BA, International Relations and Economics

Bedford High School

Julie Christoph Julie Christoph Greater Philadelphia Area Details
Julie Christoph's PFPC Experience 1999 - 2005
Job Director of Education & Development, Design and Deliver Leadership Development Programs, SVP, Beneficial Bank
Industry Banking
Experience
Beneficial Bank  June 2010 - Present
Drexel University  April 2009 - 2010
Richardson  January 2006 - November 2008
PFPC   1999 - 2005
The Vanguard Group  1991 - 1999

Skills
MBTI Certification, Training, Leadership Development, Organizational..., Instructional Design, Management, Customer Service, Performance Management, Coaching, Talent Management, Customer Experience, New Business Development, Banking, Team Building, Business Development, Sales, Leadership, Strategy

Education
St. Joseph's University
Master's Degree, Organizational Development and Leadership

Penn State University
BS, Business

Lisa Vabolis Lisa Vabolis Greater New York City Area Details
Lisa Vabolis's PFPC Experience 1995 - 1999
Job Business Analyst/QA Tester
Industry Financial Services
Experience
Innovest Systems  August 2011 - Present
JP MorganChase  December 2007 - August 2011
Fidelity Capital Markets  February 2007 - October 2007
JPMorgan Chase  August 2005 - February 2007
Amalgamated Bank  2005 - 2006
Deutsche Bank  1999 - 2004
Deutsche Bank  1999 - 2004
PFPC   1995 - 1999
State Street Bank  September 1985 - July 1993

Skills
Equities, Risk Management, Vendor Management, Financial Services, Fixed Income, Portfolio Management, SDLC, Business Requirements, Integration, Requirements Gathering, Securities, Accounting, Quality Assurance

Education
Syracuse University - Martin J. Whitman School of Management   1980 — 1984
BS, Accounting

Leonard J. DiPietro, CPA Leonard J. DiPietro, CPA Greater Philadelphia Area Details
Leonard J. DiPietro, CPA's PFPC Experience September 1995 - October 2005
Job Tax Director at Tait, Weller & Baker
Industry Accounting
Experience
Tait, Weller & Baker   July 2006 - Present
PFPC   September 1995 - October 2005

Skills
Financial Accounting, Sarbanes-Oxley Act, CPA, SEC filings, Auditing, Internal Controls, Tax, Hedge Funds, Corporate Tax, Income Tax, Accounting, Tax Preparation, Tax Accounting, Financial Analysis, Account Reconciliation, Tax Returns, QuickBooks, General Ledger, Financial Reporting

Education
Rutgers University – Camden   1991 — 1995

Sean McLoughlin Sean McLoughlin Greater Philadelphia Area Details
Sean McLoughlin's PFPC Experience February 1994 - April 1995
Job FVP Sales Respiratory at GlaxoSmithKline
Industry Pharmaceuticals
Experience
GlaxoSmithKline  July 2013 - Present
GSK  December 2008 - July 2013
GSK  December 2004 - December 2008
GSK  January 2003 - December 2004
Product Manager Travel Portfolio   November 2001 - December 2002
GSK  May 1998 - November 2001
Foundation Health Systems  May 1995 - April 1998
PFPC   February 1994 - April 1995

Skills
Vaccines, Pharmaceutical Industry, Strategy, Integrated Marketing, Marketing, Sales, Product Launch, Pharmaceutical Sales, Sales Effectiveness, Cross-functional Team..., Biotechnology, Market Access, Managed Care, Team Leadership, Management, Finance, Budgets, Marketing Research, Project Management, Respiratory Products, Diabetes Products, Monoclonal Antibodies

Education
University of Pennsylvania - The Wharton School   2004 — 2013
Certificate of Professional Development

Saint Joseph's University - Erivan K. Haub School of Business   1994 — 1997
MBA, Business

Queen's University Belfast   1990 — 1993
Bachelor of Science (BS), Accounting

Tanya Washington Tanya Washington Greater Philadelphia Area Details
Tanya Washington's PFPC Experience March 1988 - December 1990
Job Legislative Director
Industry Government Administration
Experience
City of Wilmington  2013 - Present
City of Wilmington  2012 - 2012
City of Wilmington  2001 - 2012
City of Wilmington  1991 - 2001
PFPC   March 1988 - December 1990

Skills
Community Outreach, Policy, Budgets, Research, Event Planning, Government, Fundraising, Management, Non-profits, Public Speaking, Social Media, Nonprofits, Public Relations, Analysis, Policy Analysis, Strategic Planning, Public Policy, Social Networking, Team Building, Human Resources, Grant Writing, Leadership Development, Program Development, Community Development, Organizational..., Leadership, Strategic Communications, Grants, Volunteer Management, Economic Development, Program Management, Training, Administration, Media Relations

Education
Norfolk State University   1982 — 1986
Bachelor of Science (B.S.), Business Administration and Management, General

Norfolk State University
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General

Molly Flynn Haakonson Molly Flynn Haakonson Greater Minneapolis-St. Paul Area Details
Molly Flynn Haakonson's PFPC Experience 1995 - 2005
Job Director of Client Services at DST TASS
Industry Financial Services
Experience
DST Systems  2007 - Present
DST TASS  June 2005 - Present
PFPC   1995 - 2005
PNC Financial Services Group  1996 - 2003
Funds Associates, Ltd. (FAL)   1995 - 2002
Investment Advisers, Inc  1989 - 1995

Education
Saint Mary's College   1985 — 1989
BS, Chemistry

Benilde-St.Margarets   1981 — 1985

kumu sasikumar kumu sasikumar Greater Boston Area Details
kumu sasikumar's PFPC Experience August 2005 - January 2006
Job QA Manager at Ruelala
Industry Information Technology and Services
Experience
Ruelala (Retail Convergence)   August 2009 - Present
Oracle  January 2006 - August 2009
PFPC   August 2005 - January 2006

Skills
Oracle, Test Planning, Quality Assurance, Test Automation, Manual Testing, Testing, Software Quality..., System Testing, QTP, Linux, Software Development, Agile Methodologies, LoadRunner, Mobile Devices, Performance Testing, Requirements Analysis, SDLC

Education
PSG College of Technology   1990 — 1994
Bachelor Of Engineering, Electrical and Electronics Engineering

Janet Krazalkovich Janet Krazalkovich Greater Philadelphia Area Details
Janet Krazalkovich's PFPC Experience September 2004 - January 2007
Job Assistant Vice President, Technology at Pershing
Industry Financial Services
Experience
Pershing  May 2013 - Present
BNY Mellon  January 2011 - July 2011
ADVISORport  January 2007 - December 2010
PFPC   September 2004 - January 2007

Skills
Regression Testing, Test Planning, Mutual Funds, User Acceptance Testing, Agile Methodologies, Business Analysis, CRM, Databases, Manual Testing, Microsoft SQL Server, QTP, Quality Assurance, Requirements Analysis, Test Automation, Test Cases, Web Applications

Education
Montgomery County Community College

Matt Shack Matt Shack Carmel, Indiana Details
Matt Shack's PFPC Experience May 2006 - August 2006
Job Regional Vice President
Industry Financial Services
Experience
New York Life & MainStay Investments  December 2011 - Present
New York Life & MainStay Investments  June 2007 - November 2011
PFPC   May 2006 - August 2006

Skills
Mutual Funds, Fixed Annuities, Series 7, Series 65, Retirement Planning, Guaranteed Lifetime..., Series 63, Alternative Investments, Separately Managed..., Closed-end Funds, MLP, Investments, Financial Advisory, Wealth Management, Portfolio Management, Asset Allocation, Trading, Finance

Education
Robert Morris University   2005 — 2007

Penn State University   2001 — 2004

Shaun Knight, CPA Shaun Knight, CPA Greater Philadelphia Area Details
Shaun Knight, CPA's PFPC Experience January 1999 - December 1999
Job Manager, Tax Accounting at Tyco Electronics
Industry Electrical/Electronic Manufacturing
Experience
TE Connectivity  April 2008 - Present
Knight's Tax Prep & Accounting Services   2003 - Present
PHH Mortgage  June 2003 - April 2008
Yampolsky Mandeloff Silver & Co   October 2001 - June 2003
Yampolsky, Mandeloff, Silver, Ryan   2001 - 2003
Master Sidlow & Associate (fka Simon Master & Sidlow)   January 2000 - October 2001
PFPC   January 1999 - December 1999
CIGNA  January 1998 - January 1999

Skills
Tax Preparation, Income Tax, Account Reconciliation, Accounting, Accounts Payable, Auditing, Corporate Tax, Payroll Taxes, Property Tax, Small Business, Tax, Tax Accounting, Tax Returns

Education
Widener University   1997 — 1999
BS, Accounting

Rowan College at Burlington County   1995 — 1997
Associates, Accounting

Riverside High School   1990 — 1994
Degree, College Preparatory

Anthony Wynn Anthony Wynn Charlotte, North Carolina Area Details
Anthony Wynn's PFPC Experience August 2003 - September 2005
Job Experienced Financial Analyst
Industry Financial Services
Experience
Bank of America  November 2010 - July 2012
Wells Fargo  February 2010 - October 2010
Bank of America  October 2005 - February 2009
PFPC   August 2003 - September 2005
PFPC   August 2001 - August 2003
PFPC   November 1989 - August 2001

Skills
Derivatives, Investment Banking

Education
Rhode Island College
Bachelor of Arts, Economics

Ambika Krishnan Ambika Krishnan Greater Chicago Area Details
Ambika Krishnan's PFPC Experience November 2004 - February 2005
Job Sr.QA Analyst FHLBC
Industry Information Technology and Services
Experience
FHLBC  October 2007 - Present
Bear Stearns  February 2007 - July 2007
FHLBC  February 2006 - December 2006
Liberty Mutual  March 2005 - December 2005
PFPC   November 2004 - February 2005
HSBC  May 2001 - May 2003

Skills
Quality Assurance, Testing, User Acceptance Testing, SDLC, Manual Testing, Software Quality..., Quality Center

Education
Osmania University
M.Com, Commerce

Jeannie Terry Jeannie Terry Greater Philadelphia Area Details
Jeannie Terry's PFPC Experience May 2001 - September 2001
Job Senior Business Intelligence Analyst and Developer
Industry Information Technology and Services
Experience
Presidio  May 2013 - Present
Burlington Coat Factory  July 2012 - May 2013
GSI Commerce, an eBay Company  April 2012 - July 2012
Toll Brothers  September 2010 - April 2012
excelleRx, an Omnicare company   December 2009 - September 2010
Urban Outfitters  October 2007 - December 2009
SHPS  August 2005 - October 2007
SHPS  July 2004 - August 2005
Towers Watson  September 2002 - July 2004
PFPC   May 2001 - September 2001

Skills
Business Intelligence, QlikView, QlikView Development, ETL, SQL, SSIS, SQL Server Management..., SSRS, Data Modeling, Crystal Reports, Oracle, Microsoft SQL Server, Business Objects, SharePoint, Data Analysis, Access, Databases, Web Intelligence, Requirements Analysis, Requirements Gathering, Microsoft Office, SDLC, Business Analysis, Data Integration, Integration, Business Process, Software Documentation, ProClarity, Stored Procedures, Toad, Netezza, Pentaho, Microstrategy, Dashboard, WebIntelligence, Oracle SQL, Dashboards, Documentation, Agile Methodologies, Data Mining, Business Requirements

Education
Saint Joseph's University - Erivan K. Haub School of Business   1998 — 2002
Bachelor's Degree, MIS

Mount St Joseph Academy   1994 — 1998
General

Jason T. Storti, CFA Jason T. Storti, CFA Greater Philadelphia Area Details
Jason T. Storti, CFA's PFPC Experience 2001 - 2004
Job Director, Accounting and Financial Processes at AmerisourceBergen
Industry Pharmaceuticals
Experience
AmerisourceBergen  October 2012 - Present
AmerisourceBergen  February 2004 - September 2012
PFPC   2001 - 2004

Skills
Process Improvement, Excel, Business Analysis, Microsoft Office, Healthcare, SAP, Word, ERP, Testing, Business Objects, Financial Analysis, SAP R/3, Banking, Forecasting, Project Implementation, Corporate Finance, Investments, Equities

Education
Temple University   2000 — 2003
MS, Finance

St. Joseph's University
Bachelor of Science (B.S.), Finance

Darren Hood Darren Hood Greater Boston Area Details
Darren Hood's PFPC Experience January 1992 - September 2000
Job Business Development Director at BI WORLDWIDE
Industry Marketing and Advertising
Experience
BI WORLDWIDE  September 2014 - Present
Sprint  August 2011 - February 2014
Sprint  August 2003 - August 2011
DynTechnologies Inc.   2000 - 2002
PFPC   January 1992 - September 2000

Skills
Managed Services, Strategic Partnerships, SaaS, VoIP, Cloud Computing, CRM, Strategy, Enterprise Software, Sales Management, Telecommunications, Management, Strategic Alliances, IP, Sales, Strategic Planning, UCaaS, IaaS, Sales Leadership..., Solution Selling

Education
Southern New Hampshire University   1988 — 1992

Pinkerton Academy

Kathryn (Hubbs) Ashman Kathryn (Hubbs) Ashman Mechanicsburg, Pennsylvania Details
Kathryn (Hubbs) Ashman's PFPC Experience June 1997 - October 1998
Job StayatHome Mom
Industry Accounting
Experience
None  July 2009 - Present
The Hershey Company  November 2006 - July 2009
Constellation Energy  October 2002 - November 2006
Deutsche Asset Management  August 2000 - September 2002
PricewaterhouseCoopers  November 1998 - July 2000
PFPC   June 1997 - October 1998

Education
Saint Joseph's University   1993 — 1997
B.S., Accounting

Chris Frazier Chris Frazier Greater Boston Area Details
Chris Frazier's PFPC Experience May 1998 - February 2000
Job Manager of Financial Reporting at Pioneer Investments Management, Inc.
Industry Financial Services
Experience
Pioneer Investments Management, Inc.   November 2005 - Present
State Street  February 2000 - November 2005
PFPC   May 1998 - February 2000

Skills
Financial Reporting, Mutual Funds, Bloomberg, Accounting, Valuation, Derivatives, Asset Management, Financial Analysis, Compliance, Securities, Fund Accounting, Excel, Auditing, Mergers, Audit, Word, Internal Controls, SEC reporting, General Ledger, SOX, Financial Services, SEC filings, Microsoft Word

Education
Plymouth State University   1993 — 1998
Bachelor’s Degree

Jaya Rachoor Jaya Rachoor Greater Philadelphia Area Details
Jaya Rachoor's PFPC Experience May 2006 - August 2006
Job Software Tester at PayChoice
Industry Computer Software
Experience
PayChoice  March 2010 - Present
MultiPlan  May 2008 - November 2008
EDS  June 2007 - April 2008
JPMC  January 2007 - June 2007
Towers Perrin  August 2006 - December 2006
PFPC   May 2006 - August 2006
JPMC  January 2005 - May 2006
Citizens Bank  May 2004 - December 2004
BankOne  November 2003 - February 2004
Wave Systems Corp  January 1999 - May 2003

Skills
Testing, Quality Assurance, Test Planning, Quality Center, Software Quality..., Test Automation, SDLC, Windows, Agile Methodologies, Regression Testing, User Acceptance Testing, Manual Testing, System Testing, Test Management, Requirements Analysis, SQL*Plus, Databases, Unix, Access, Scrum, FPC 1, Data Warehousing, Management

Education
NJIT   1997 — 1997
C++ Object Oriented Design Technology Programming

RBVRR Women's Collage   1978 — 1981
B.Sc, Mathematics, Physics and Chemistry

Rich Chevalier Rich Chevalier Greater Boston Area Details
Rich Chevalier's PFPC Experience January 1998 - Present
Job Software Engineer IV at PNC Global Investment Servicing
Industry Computer Software
Experience
PNC Global Investment Servicing  2000 - Present
PFPC   January 1998 - Present
Yardi  2012 - 2013
BNY Mellon  1998 - 2011
PFPC   January 1998 - February 2000
PFPC formerly First Data Investor Services Group   1998 - 2000
Fidelity Investments  May 1996 - January 1998
Allmerica Financial  June 1993 - May 1996

Skills
Testing, Analysis, SDLC, Requirements Gathering, IT Management, Business Analysis, User Acceptance Testing, Business Requirements, Troubleshooting, VSAM, PMP, Management, Software Project..., SQL, Visio, Software Development, COBOL, XML, Agile Methodologies, Requirements Analysis, Software Documentation

Education
Northeastern University   1997 — 2008

Lou Harrigan Jr Lou Harrigan Jr Greater Philadelphia Area Details
Lou Harrigan Jr's PFPC Experience March 2005 - May 2007
Job Hedge Fund Accounting Manager
Industry Financial Services
Experience
International Fund Services (Ireland) Ltd, A State Street Company   May 2007 - Present
PFPC   March 2005 - May 2007

Skills
Derivatives

Education
Rider University   2000 — 2004
Bachelor of Science (BS), Economics

Don Friday Don Friday Allentown, Pennsylvania Area Details
Don Friday's PFPC Experience January 1998 - April 2000
Job Controller at SKF USA, Inc.
Industry Accounting
Experience
SKF USA, Inc.   Senior AccountantSKF USA, Inc.April 2000 - October 2011
PFPC   January 1998 - April 2000
Dorney Park  1992 - 1996

Education
Penn State University   1993 — 1997
BS Economics

Danette Mazzarelli Danette Mazzarelli Greater Boston Area Details
Danette Mazzarelli's PFPC Experience April 2003 - April 2008
Job Homemaker & Caregiver
Industry Executive Office
Experience
PFPC   April 2003 - April 2008
State Street Research  October 1997 - March 2003
First Data Corp  1996 - 1997

Education
Nichols College   1992 — 1996
Bachelors, Accounting (Minor in English)

Gary Muise, PMP Gary Muise, PMP Greater Boston Area Details
Gary Muise, PMP's PFPC Experience 1993 - 1997
Job Partners HealthCare
Industry Information Technology and Services
Experience
Partners HealthCare  November 2014 - Present
Fidelity Investments  September 2012 - February 2014
EBSCO Publishing  February 2012 - July 2012
Fidelity Investments  March 2005 - January 2012
PNC Financial Services Group  1999 - 2002
State Street Corporation  1997 - 1999
PFPC   1993 - 1997
Raytheon Engineers and Constructors  1989 - 1993
Data Processing Support Corporation   1983 - 1985

Skills
Software Project..., Mainframe, Distributed Systems, Microsoft Office, Visio, PPMC, Easytrieve, COBOL, JCL, PMBOK, SharePoint, Systems Analysis

Education
Newbury College   1974 — 1976
AAS, Computer Science

Aaron M. Holden Aaron M. Holden Greater Philadelphia Area Details
Aaron M. Holden's PFPC Experience February 2006 - November 2006
Job Human Resources Professional
Industry Human Resources
Experience
ComputerTraining.com  2007 - Present
PFPC   February 2006 - November 2006

Education
Muhlenberg College   1999 — 2003
B.A, Marketing

David Makos David Makos Greater Philadelphia Area Details
David Makos's PFPC Experience 2005 - 2006
Job Solution Lead, Pharmacy and PBM at Health Market Science
Industry Computer Software
Experience
Health Market Science  April 2014 - Present
Health Market Science  September 2009 - Present
ActiveStrategy, Inc.   2006 - April 2010
PFPC   2005 - 2006
PFPC Brokerage Services   2000 - 2005

Skills
Project Management, Account Management, Data Analysis, Business Requirements, SDLC, Process Improvement, Business Analysis, Requirements Gathering, Change Management, Product Management, Six Sigma, Master Data Management, Certified Scrum Master..., Project Planning, Cross-functional Team..., Management

Education
Penn State University   2003 — 2009
Master of Science: Information Science

University of Pittsburgh   1994 — 1998
Bachelor of Arts: Business Administration and Communications

HB Dewberry, PMP HB Dewberry, PMP Raleigh, North Carolina Details
HB Dewberry, PMP's PFPC Experience 2002 - 2003
Job Project Manager at First Citizens Bank
Industry Information Technology and Services
Experience
First Citizens Bank  February 2014 - Present
Hitachi Consulting  June 2011 - February 2014
RBC Bank  2010 - 2011
Stratapult  2009 - 2010
The South Financial Group  October 2005 - May 2009
Bank of America  2004 - 2005
AEGON  2003 - 2004
PFPC   2002 - 2003
Wachovia  1993 - 2001

Education
Rider University

Paul Schwab Paul Schwab Greater Boston Area Details
Paul Schwab's PFPC Experience 1996 - 2002
Job Assistant Vice President, Treasury and Securities Services at JP Morgan
Industry Financial Services
Experience
J.P. Morgan   February 2012 - October 2013
Seligman Data Corp  September 2002 - June 2009
PNC Global Investment Services  April 1996 - September 2002
PFPC   1996 - 2002

Skills
Operations Management, Management, Securities, Training, Mutual Funds, Call Centers, Risk Management, Customer Service, Financial Services, Equities, Finance

Education
Suffolk University
Bachelors, Business Administration

Antouman Faal Antouman Faal Greater Philadelphia Area Details
Antouman Faal's PFPC Experience November 2005 - November 2007
Job Sr Investment Accountan at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust  November 2007 - Present
PFPC   November 2005 - November 2007

Education
Sacred Heart University
Finance

Susan Cohan Susan Cohan Greater Philadelphia Area Details
Susan Cohan's PFPC Experience 2001 - 2006
Job Quality Software Engineer at NBME
Industry Information Technology and Services
Experience
NBME  July 2006 - Present
PFPC   2001 - 2006

Skills
Quality Center, Test Planning, PL/SQL, Stored Procedures, Java, SDLC, SQL, COBOL, QTP, Oracle, JavaScript, Test Cases, Requirements Analysis, XML, Quality Assurance, Performance Testing, Stress Testing, Load Testing, HP QTP, Databases, HP Quality Center

Education
Rowan University   1977 — 1980
BA, Biology

Cyriake Doukas Cyriake Doukas Providence, Rhode Island Area Details
Cyriake Doukas's PFPC Experience March 2008 - January 2010
Job Section Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon  July 2010 - Present
PFPC   March 2008 - January 2010
PNC Global Investment Servicing  March 2008 - January 2010

Skills
SDLC, Financial Services, Risk Management, Project Management, Business Analysis, Project Delivery, Project Portfolio..., Vendor Management, Microsoft Excel, Relationship Management, Operations Management, Mutual Funds, Process Improvement

Education
Northeastern University   1990 — 1995
BS, Finance, International Business, Management

Melissa Auld Melissa Auld Greater Denver Area Details
Melissa Auld's PFPC Experience January 1996 - January 1999
Job Corporate Accountant at ALPS, A DST Company
Industry Financial Services
Experience
ALPS, A DST Company  March 2012 - Present
Franklin Templeton Investments  November 2010 - February 2012
Reflow Management   January 2009 - October 2010
ALPS Fund Services, Inc.   June 2006 - October 2007
ALPS Fund Services, Inc.   February 2006 - May 2006
ALPS Mutual Funds Services   August 2005 - February 2006
J.P. Morgan Retirement Plan Services   October 2004 - July 2005
PFPC Worldwide   June 2000 - May 2004
PFPC   January 1996 - January 1999

Skills
Customer Relations, Mutual Funds, Financial Services, Series 6, Accounts Receivable, Management, Analysis, Accounting, Customer Service, Sales, Auditing, Access, Finance, Account Reconciliation, Mergers & Acquisitions, Financial Analysis

Education
Saint Joseph's University - Erivan K. Haub School of Business   1997 — 1998

Archbishop Prendergast High School Drexel   1993 — 1997
High School Diploma

University of Phoenix King of Prussia

Brian Korbal Brian Korbal Greater Philadelphia Area Details
Brian Korbal's PFPC Experience November 1998 - November 2000
Job Experienced Accounting Professional
Industry Accounting
Experience
BNY Mellon  October 2012 - Present
Urdang Capital Management  April 2010 - January 2012
Capmark  December 2008 - April 2010
Tait, Weller & Baker   November 2004 - December 2008
Tait, Weller & Baker   November 2000 - November 2004
PFPC   November 1998 - November 2000

Skills
Finance, Accounting, Financial Analysis, Financial Reporting, Auditing, Internal Controls, US GAAP, Financial Accounting, SEC Filings, Due Diligence

Education
Philadelphia University   1989 — 1993
Bachelors, Accounting

Philadelphia University
Bachelor of Science (B.S.), Accounting

Frank Burgos Frank Burgos Greater Boston Area Details
Frank Burgos's PFPC Experience May 1998 - March 2004
Job Telecommunications Administrator at Fallon Community Health Plan
Industry Information Technology and Services
Experience
Fallon Community Health Plan  March 2013 - Present
Fallon Community Health Plan  April 2006 - October 2012
Fallon Community Health Plan  March 2006 - April 2007
Fallon Community Health Plan  March 2005 - March 2006
PFPC Global Fund Services  May 1998 - April 2005
PFPC Global Fund Services  May 2000 - March 2005
PFPC   May 1998 - March 2004

Skills
Troubleshooting, Customer Service, Windows, Microsoft Office, Blackberry Enterprise..., Bilingual, Siemens, Dell Desktops, Symantec, Checkpoint, Computer Hardware, Laptops, Citrix, XenServer, lc-win, Mac OS X, PGP, VMware, Active Directory, Norton Ghost, OCS, lync, Disaster Recovery, Dell Computers, IIS, Windows Server, Verint V11, Siemens HiPath, Siemens Xpressions, VoIP, TCP/IP, IP PBX, punch blocks, station management, Call Routing, Openscape, Phonemail, Remote Desktop, Telecommunications, Hardware, Integration, Visio, Management, Security, Vendor Management, SDLC, Data Center, Software Documentation, Databases, Access

Education
Worcester Polytechnic Institute Cont. Ed   2004 — 2004

Quinsigamond Community College
Associate's degree, Human Services

Quinsigamond Community College   1994 — 1996
Associated, Human Services

Burncoat Senior High School
High School Diploma

Eileen Weinberg Eileen Weinberg Greater Philadelphia Area Details
Eileen Weinberg's PFPC Experience February 1990 - January 2006
Job Assistant Director for Graduate Studies at Temple University
Industry Higher Education
Experience
Temple University  October 2009 - Present
Temple University  October 2007 - October 2009
PFPC   February 1990 - January 2006
PNC Global Investment Servicing  1990 - 2006

Skills
Process Improvement, Access

Education
Temple University
B.A., Psychology

Allan DeLaria Allan DeLaria Greater Boston Area Details
Allan DeLaria's PFPC Experience April 1993 - June 2008
Job Project Manager / Field Manager at LeapFrog Systems
Industry Information Technology and Services
Experience
LeapFrog Systems  August 2011 - Present
Best Doctors  July 2010 - August 2011
Best Doctors  January 2009 - June 2010
Best Doctors  December 2008 - February 2009
LeapFrog Systems  2008 - 2009
Eaton Vance  July 2008 - December 2008
PFPC   April 1993 - June 2008

Skills
Project Management, MS Project, Agile Project Management, SDLC, Healthcare Information..., Program Management, Enterprise Architecture, Management, Information Technology, Software Project..., Business Analysis, Systems Analysis, Process Improvement, Requirements Analysis, Visio, Disaster Recovery, Vendor Management

Education
Merrimack College

Brian Molter Brian Molter Greater Boston Area Details
Brian Molter's PFPC Experience July 2005 - July 2007
Job Software QA Analyst III for BNY Mellon
Industry Financial Services
Experience
BNY Mellon  December 2010 - Present
ROTOscouting.com   March 2014 - September 2014
Wolters Kluwer Financial Services  July 2010 - December 2010
H & R Block  December 2009 - April 2010
PNC Global Investment Servicing  July 2007 - February 2009
PFPC   July 2005 - July 2007
PFPC   October 2004 - July 2005
PFPC   July 2003 - October 2004
ITworld.com  November 1999 - May 2001
Suburban Staffing, Inc.   1998 - 1998

Skills
Mutual Funds, Process Improvement, Business Analysis, CRM, Accounting, Finance, Project Management

Education
Syracuse University - S.I. Newhouse School of Public Communications   1994 — 1998
B.S., newhouse

Syracuse University
Bachelor's degree, Broadcast Journalism

westborough high school

Brian Desruisseaux Brian Desruisseaux Greater Boston Area Details
Brian Desruisseaux's PFPC Experience January 2001 - August 2006
Job Project Manager
Industry Financial Services
Experience
State Street  August 2010 - Present
State Street  August 2006 - August 2010
PFPC   January 2001 - August 2006

Skills
Mutual Funds, Fund Accounting, Hedge Funds, Derivatives, Fund Administration, Alternative Investments, Global Custody, Investments, Corporate Actions

Education
Stonehill College   1993 — 1997
Bachelor of Arts (BA), Economics

Lynda Michaud Cutrell Lynda Michaud Cutrell Greater Boston Area Details
Lynda Michaud Cutrell's PFPC Experience 2005 - 2005
Job Visual Artist, Prof Marketing, Advocate
Industry Nonprofit Organization Management
Experience
Harrison St. Studios   2008 - Present
Boston College  2000 - Present
NAMI MA   2008 - 2013
PFPC   2005 - 2005
State Street  1994 - 2005
The Thomson Corporation  1990 - 1994
Fidelity Investments  1985 - 1990

Skills
Art, Treatment, Sales, Art History, Grant Writing, Visual Arts, Fine Art, Teaching, Nonprofits, Art Education, Community Outreach, Research, Arts Administration, Museums, Non-profits, Program Development, Photography, Contemporary Art, Digital Photography, Editing, Painting, Public Speaking, Fundraising, Volunteer Management, Microsoft Word, Event Planning, Microsoft Office, Mental Health, Curriculum Development, Curating, Grants

Education
School of the Museum of Fine Arts   2006 — 2008
Studio Diploma, Painting

Suffolk University - Sawyer School of Management   1980 — 1981
MBA

Francine Gausch Francine Gausch Greater Philadelphia Area Details
Francine Gausch's PFPC Experience 1999 - 2000
Job Accounting Consultant
Industry Accounting
Experience
North Penn Dental Arts   November 2011 - November 2012
PRIME Technology Group  October 2010 - January 2011
Montgomery County Intermediate Unit  April 2001 - July 2007
PFPC   1999 - 2000

Skills
Accounts Payable, General Ledger, Tax, Budgets, Invoicing, Cash Management, Financial Analysis, Financial Reporting, Accounts Receivable, Accounting, Variance Analysis, Financial Statements, Microsoft Excel, GAAP, Journal Entries, Auditing

Education
Villanova University   1992 — 1994
MA, Political Science

Temple University   1987 — 1991
BA, Political Science

Montgomery County Community College
Certificate, Accounting

Ron McMenemy Ron McMenemy Greater Boston Area Details
Ron McMenemy's PFPC Experience October 1998 - May 2006
Job Sr Manager at John Hancock
Industry Financial Services
Experience
John Hancock  February 2007 - Present
Columbia Management  May 2006 - March 2007
PFPC   October 1998 - May 2006
Spee Dee Oil Change and Tune Up - Regional Office   December 1997 - September 1998
Worcester Crowne Plaza / Marriott   September 1993 - December 1997
Nelson Sanders Basketball Camp   1990 - 1993

Skills
Fund Of Funds, Mutual Funds, Fund Accounting, Fund Administration, Bloomberg, Insurance, Financial Services, Securities, Equities, Asset Allocation, Asset Management, Corporate Actions, Investments, Financial Analysis, Fixed Income

Education
Webber International University   1991 — 1993
Bachelor, Accounting

Mount Washington College   1989 — 1991
Associate, Accounting

St. Peter Marian

St. Peter Marian High School

Lisa Hickman Lisa Hickman Greater Philadelphia Area Details
Lisa Hickman's PFPC Experience 2001 - 2005
Job Sr. Compliance Director at The Hartford
Industry Financial Services
Experience
The Hartford  2005 - Present
PFPC   2001 - 2005

Skills
FINRA, Financial Services, Mutual Funds, Securities, Series 6, Series 63, Equities

Education
Ursinus College   1989 — 1993
BA, Economics and Business Adminstration

Ursinus College   1989 — 1993

Saint Joseph's University
MBA, International Business

Sharon Gooch-Zebal Sharon Gooch-Zebal North Oxford, Massachusetts Details
Sharon Gooch-Zebal's PFPC Experience October 1990 - August 2011
Job Donor Engagement | Development | NPO Leadership
Industry Nonprofit Organization Management
Experience
Hudson Public Schools  September 2014 - Present
Bridge of Hope South Jersey   August 2008 - July 2014
BNY Mellon  January 2002 - March 2013
PFPC   October 1990 - August 2011

Skills
SDLC, Business Requirements, Business Analysis, Project Management, Customer Service, Microsoft Office, Strategic Planning, Management, Leadership, Team Building, Training, Networking, Public Speaking, Marketing, Business Development, Leadership Development, Nonprofits, Coaching, New Business Development, QA Life Cycle Testing, HP QUAL Center, System Conversion, Fundraising, Time Management, Process Improvement, Banking, Quality Assurance, Risk Management, Financial Analysis, Budgets, Accounting, Strategy, Project Planning, Business Process..., Grant Writing, Organizational..., Team Leadership

Education
Burlington County College   2013 — 2015
Business Adminstration Degree with BCC /Wilmingotn University, Business Administration and Management, General

Massasoit Community College   1982 — 1985
Associate of Science (A.S.), Business Administration and Management, General

Jamie Castellano Jamie Castellano New Brunswick, New Jersey Details
Jamie Castellano's PFPC Experience June 2007 - July 2008
Job Senior Tax Accountant at Reliance Standard Life Insurance
Industry Accounting
Experience
Reliance Standard Life Insurance  2011 - Present
Cantor Fitzgerald  October 2009 - January 2011
Deloitte  July 2008 - May 2009
PFPC   June 2007 - July 2008

Education
Saint Joseph's University - Erivan K. Haub School of Business   2004 — 2007
Bachelor of Science, Accounting

Vadim Bondarenko, CFA Vadim Bondarenko, CFA Washington D.C. Metro Area Details
Vadim Bondarenko, CFA's PFPC Experience February 1999 - February 2002
Job Consultant
Industry Financial Services
Experience
FI Consulting  October 2009 - Present
Capital One  2014 - 2015
Rydex SGI   March 2002 - October 2009
PFPC   February 1999 - February 2002

Skills
R, STATA, MATLAB, EViews, SQL, VBA, SAS, ADO, Time Series Forecasting, Logistic Regression, Stochastic Simulation, Data Modeling, Desktop Application..., Econometrics, Economics, Financial Economics, Financial Modeling, Investments, Quantitative Analytics, Time Series Analysis, Stata, Eviews, Matlab

Education
The Johns Hopkins University   2008 — 2012
MA, Applied Economics

Slippery Rock University of Pennsylvania   1995 — 1998
B.S., Finance

Grace Hoffmann Grace Hoffmann Greater Boston Area Details
Grace Hoffmann's PFPC Experience 1998 - 2003
Job Retired!
Industry Computer Hardware
Experience
KADANT –SOLUTIONS   2010 - 2011
Lenze  2010 - 2010
HP  2004 - 2008
PFPC   1998 - 2003

Skills
CRM, Customer Satisfaction, Customer Service, Salesforce.com, Sales, Call Centers, Team Leadership, Process Improvement, Software Documentation

Education
New York Institute of Technology   1970 — 1974
bs, Mechanical Engineering Technology

Soufiane Ghadfa Soufiane Ghadfa Charlotte, North Carolina Area Details
Soufiane Ghadfa's PFPC Experience 2003 - 2006
Job
Industry Financial Services
Experience
Federal Reserve Bank of Richmond  May 2015 - Present
Wells Fargo  May 2013 - May 2015
PNC Bank  February 2012 - May 2013
PNC Bank  June 2010 - February 2012
De Lage Landen  May 2006 - April 2010
PFPC   2003 - 2006

Skills
Financial Analysis, Risk Management, Portfolio Management, Credit, Valuation, Loans, Financial Risk, Credit Cards, Analytics, Credit Risk, Financial Modeling, Analysis, Basel II, Investments, Management, Banking

Education
Penn State University   2010 — 2011
Graduate Certificate

University of Baltimore   2001 — 2002
M.Sc.

Fairleigh Dickinson University   1996 — 1999
Bachelor of Science

LaToya Dionne LaToya Dionne Greater Philadelphia Area Details
LaToya Dionne's PFPC Experience June 1998 - October 2001
Job Accounting professional with budgeting, reconciliation, management and client servicing skills
Industry Financial Services
Experience
BNY Mellon  July 2006 - September 2014
PNC Global Investment Servicing  July 2005 - February 2006
PNC Global Investment Servicing  October 2001 - July 2005
PFPC   June 1998 - October 2001

Skills
Client Services, Budgets, Microsoft Excel, Accounting, Finance, Analysis, Access, Invoicing, Internal Audit, Business Process, Financial Analysis, Financial Reporting, Mutual Funds, Risk Management, Financial Services, Banking, Cash Management, Account Reconciliation, Management, Leadership, Accounts Payable, Process Improvement

Education
Morgan State University   1994 — 1998
BS, Accounting

Central High School   1990 — 1994

Eric Hassell Eric Hassell Dallas/Fort Worth Area Details
Eric Hassell's PFPC Experience October 2002 - June 2005
Job Senior Loan Associate at Fortress Investment Group
Industry Venture Capital & Private Equity
Experience
Fortress Investment Group  June 2009 - February 2014
D.B. Zwirn & Co.   June 2006 - June 2009
DPM Mellon  June 2005 - June 2006
PFPC   October 2002 - June 2005

Skills
Asset Managment, Financial Modeling, Bloomberg, Hedge Funds, Valuation, Fixed Income, Equities, Private Equity, Alternative Investments, Asset Management, Investments, Finance, Capital Markets, Trading

Education
Rowan University   1998 — 2002
BS, Finance, Specialization 3.6, Overall 3.1

Pennsville Memorial High School

Bryan Headrick Bryan Headrick Greater Philadelphia Area Details
Bryan Headrick's PFPC Experience June 2004 - November 2005
Job Financial Analyst at Comar, LLC
Industry Plastics
Experience
Comar, LLC   January 2013 - Present
Comar Inc.  November 2005 - January 2013
PFPC   June 2004 - November 2005

Skills
Manufacturing, Plastics, Product Development, Continuous Improvement, Injection Molding, Cross-functional Team..., Lean Manufacturing, Process Improvement, Packaging, Engineering, Microsoft Office, Team Building, Microsoft Excel, Project Management

Education
Rowan University   1996 — 2001
Bachelor of Science (BS), Business Administration and Management, General

Dawn Gaffney Dawn Gaffney Greater Philadelphia Area Details
Dawn Gaffney's PFPC Experience April 1994 - December 2008
Job Administrative Assistant at Colonial School District
Industry Financial Services
Experience
Colonial School District  April 2011 - Present
State Street Bank  December 2008 - May 2010
PFPC   April 1994 - December 2008

Skills
Mutual Funds, Investments, Equities, Fixed Income, Hedge Funds, Financial Services, Bloomberg, Fund Accounting, Middle Office, Securities, Asset Management

Education
Widener University   1998 — 2000
Master's degree, Business Administration and Management, General

Penn State University   1989 — 1993
Bachelor of Science (BS), Accounting

Pankaj Kushwaha Pankaj Kushwaha Toronto, Canada Area Details
Pankaj Kushwaha's PFPC Experience June 2003 - March 2006
Job Manager at International Fund Services (Ireland) Ltd, A State Street Company
Industry Banking
Experience
International Fund Services (Ireland) Ltd, A State Street Company   April 2010 - Present
JPMorgan Chase  August 2008 - February 2010
Lehman Brothers  March 2006 - August 2008
PFPC   June 2003 - March 2006

Skills
Hedge Funds, Financial Analysis

Education
Philadelphia University   2001 — 2003
MBA, Finance

Mark McKeever Mark McKeever Greater Philadelphia Area Details
Mark McKeever's PFPC Experience 1999 - 2003
Job Director at KPMG Advisory
Industry Management Consulting
Experience
KPMG LLP  June 2009 - Present
QED Financial Systems, Inc.   2006 - 2009
US Securities and Exchange Commission  2003 - 2006
PFPC   1999 - 2003
JP Morgan Asset Management  December 1995 - November 1999

Skills
Hedge Funds, Alternative Investments, Securities, Mutual Funds, Portfolio Management, Internal Controls, Private Equity, Due Diligence, Asset Management, Investments, Risk Assessment, Fund Administration, Fund Of Funds, Back Office, Regulatory Affairs, Financial Services, AML, Capital Markets, Investment Management, Fund Accounting, Enterprise Risk..., Investment Advisory, Wealth Management

Education
Temple University
BS, Accounting

Villanova University
BA, Communication Arts

Widener University
MS, Taxation and Finance

Robert Merry Robert Merry Greater Boston Area Details
Robert Merry's PFPC Experience 1992 - June 2000
Job Systems Analyst at Sunlife Financial
Industry Financial Services
Experience
SUN LIFE FINANCIAL  June 2000 - March 2013
Currently available  June 2000 - March 2012
PFPC   1992 - June 2000

Skills
Systems Analysis, Requirements Gathering, Mutual Funds, Business Requirements, VSAM, Lotus Notes, TSO, Easytrieve, JCL, COBOL, Mainframe, CICS, Production Support, Problem Solving, Team Leadership, Excel, Fileaid, Application Development, Annuities, Endeavor, Vendor Management, MVS, Risk Management, SDLC, ETL, IT Strategy, Insurance, Disaster Recovery, Unix, Testing, User Acceptance Testing, Software Development, SQL, QMF, DB2, Software Project..., Business Analysis, Syncsort, Oracle, Analysis, IBM Mainframe, MS Project, Requirements Analysis, Project Management, Financial Services, Fixed Annuities, Process Improvement, Visio, SPUFI, Stored Procedures

Education
State University of New York at New Paltz   1969 — 1969
BS, Education

Bruno DiStefano Bruno DiStefano Greater Philadelphia Area Details
Bruno DiStefano's PFPC Experience 1999 - 2010
Job Foreside Director Business Development
Industry Financial Services
Experience
Foreside Financial Group, LLC  April 2012 - Present
BNY Mellon Distributors   July 2010 - March 2012
VP BNY Mellon   1993 - 2011
PFPC   1999 - 2010

Skills
Mutual Funds, Alternative Investments, Securities, Series 7, Series 63, Financial Services, ETFs, FINRA, Asset Management, Bloomberg, Fixed Income, Equities, Global Custody, Investments, Investment Advisory, Investment Management, Fund Administration, Wealth Management, Fund Of Funds, Series 24, Asset Allocation, Investment Strategies, Separately Managed..., Hedge Funds, AML, Fund Accounting, Relationship Management, Securities Lending, Back Office, Trading, Derivatives

Education
Richard Stockton College of New Jersey
Bachelor's degree, Political Science

Pat Colletti Pat Colletti Greater New York City Area Details
Pat Colletti's PFPC Experience January 1999 - August 2004
Job Mutual Fund CFO/CCO
Industry Accounting
Experience
Burnham Investors Trust   September 2004 - Present
PFPC   January 1999 - August 2004
The Reserve Funds  September 1985 - December 1998
Dreyfus  September 1981 - August 1985

Education
Pace University   1976 — 1981
BBA, Accounting

Douglas Emeney Douglas Emeney Greater Boston Area Details
Douglas Emeney's PFPC Experience January 1999 - January 2003
Job Assistant Manager at WilliamsSonoma, Inc.
Industry Retail
Experience
Williams-Sonoma, Inc.   November 2010 - Present
Bonne Bouche Catering   January 2006 - Present
Fenway Community Health  October 2004 - June 2006
PFPC   January 1999 - January 2003
BNY/Mellon Asset Servicing (f   January 1993 - January 2003
PFPC   1993 - 2003
Fidelity Investments Call Center   January 1998 - January 1999
BNY Mellon (fka PFPC)   January 1993 - January 1998

Skills
Software Documentation, Microsoft Excel, Team Building, Outlook, Customer Service, Microsoft Office, Event Planning, Microsoft Word, Strategic Planning, PowerPoint, Customer Satisfaction, Call Center

Education
Salem State College   1983 — 1986
Bachelor of Science, Business Administration / Marketing Concentration

Salem State University   1983 — 1986
BS, Business/Marketing Concentration

Bill Appleton Bill Appleton Greater Philadelphia Area Details
Bill Appleton's PFPC Experience 1997 - 2000
Job Vice President at BNY Mellon
Industry Financial Services
Experience
BNY Mellon  April 2011 - Present
State Street Bank  2009 - April 2011
Morgan Stanley Investment Management  2000 - 2009
PFPC   1997 - 2000
SEI Investments  1993 - 1997
Merrill Lynch  1990 - 1993

Skills
Securities, Fixed Income, Asset Managment, Fund Accounting, Mutual Funds, Fund Administration, Asset Management, Alternative Investments, Equities, Middle Office, Investments, Hedge Funds, Bloomberg, Fund Of Funds, Financial Services

Education
Temple University   1986 — 1989
BS, Accounting

Matt Falciani Matt Falciani Greater Philadelphia Area Details
Matt Falciani's PFPC Experience 1999 - 2004
Job Senior Foreign Exchange Analyst
Industry Accounting
Experience
BNY Mellon  December 2005 - Present
PFPC   1999 - 2004

Skills
Microsoft Excel, VBA, Eagle, Account Reconciliation, Financial Reporting, Finance, Visual Basic, Financial Statements, Financial Analysis, Fund Accounting, Mutual Funds, Financial Services

Education
Seton Hall University   1992 — 1996
Bachelor of Science (BS), Accounting and Finance

Mary Lim-Ieng, MLD Mary Lim-Ieng, MLD Washington D.C. Metro Area Details
Mary Lim-Ieng, MLD's PFPC Experience August 2003 - December 2004
Job NonProfit Association Management Experience
Industry Nonprofit Organization Management
Experience
National Recreation and Park Association  October 2011 - January 2013
Project Management Institute  July 2009 - June 2010
Suburban West REALTORS Association  January 2005 - June 2009
PFPC   August 2003 - December 2004

Skills
Customer Service, Event Management, Project Management, Nonprofits, Community Outreach, Leadership, Public Speaking, Volunteer Management, Marketing, Social Media, Microsoft Office, Time Management, Program Management, Public Relations, Event Planning, Team Building, Social Media Marketing

Education
Pennsylvania State University-Great Valley Graduate Center   2005 — 2007
Masters, Leadership Development

West Chester University of Pennsylvania   1999 — 2003
Bachelor of Science, Finance, (Cum Laude)

Mikhail Gershenovich Mikhail Gershenovich Greater Philadelphia Area Details
Mikhail Gershenovich's PFPC Experience 2001 - 2003
Job
Industry Financial Services
Experience
Vanguard  June 2003 - Present
PFPC   2001 - 2003

Education
Penn State University   2008 — 2012
MBA

Widener University

Jessica Plante Jessica Plante Winchendon, Massachusetts Details
Jessica Plante's PFPC Experience 1998 - 2003
Job Stay at home
Industry Utilities
Experience
None  February 2012 - Present
New Energy Alliance  June 2009 - February 2012
Beals and Thomas, Inc.   August 2003 - October 2008
PFPC   1998 - 2003

Skills
Journal Entries, General Ledger, Account Reconciliation, Microsoft Word

Education
Nichols College   1994 — 1998
Bs, Accounting

James E. Smith, CPA James E. Smith, CPA Richboro, Pennsylvania Details
James E. Smith, CPA's PFPC Experience September 2003 - May 2004
Job Financial & Regulatory Reporting Senior Accountant at Citco Fund Services
Industry Financial Services
Experience
Citco Fund Services  July 2014 - Present
BNY Mellon  July 2013 - June 2014
Caxton Associates  2004 - 2011
PFPC   September 2003 - May 2004
State Street  June 1997 - August 2003

Skills
Hedge Funds, Fund Accounting, Fixed Income, Equities, Options, Equity Swaps, Bloomberg Terminal

Education
St. Francis University   1993 — 1997
Bachelor of Science (BS), Accounting

Yahsia Wang Yahsia Wang South Burlington, Vermont Details
Yahsia Wang's PFPC Experience January 1994 - May 1997
Job Account Manager at Aon Risk Solutions
Industry Financial Services
Experience
Aon Risk Solutions  September 2011 - Present
Marsh & McLennan Companies, Inc.   January 2005 - June 2010
KPMG  September 2004 - January 2005
PFPC   January 1994 - May 1997

Skills
budgeting, Auditing, projection, Financial Reporting, Finance, Management, Investments, Project Management, Insurance, Risk Management, Financial Analysis, Strategic Financial..., Forecasting, Banking, Financial Modeling, Accounting, Quality Auditing, Corporate Finance

Education
Temple University   1990 — 1993
Master's degree, Accounting

National Chengchi University   1985 — 1989
Bachelor's degree, Economics

Alice Paolissi Alice Paolissi Cranston, Rhode Island Details
Alice Paolissi's PFPC Experience May 2007 - October 2009
Job Ward Clerk at Eleanor Slater Hospital
Industry Hospital & Health Care
Experience
Eleanor Slater Hospital  November 2012 - Present
Therapy resource management  September 2010 - October 2012
PFPC   May 2007 - October 2009
Sterngold Dental LLC  February 2001 - May 2007

Skills
Customer Service, Quality Assurance, Healthcare, Healthcare Information..., HIPAA, Data Entry, Software Documentation, Microsoft Word, Microsoft Excel, Outlook, Strategic Planning, PowerPoint, Microsoft Office, Sales, Cpr Certified, Data Analysis, Process Improvement, Project Management, Medical Terminology, Hospitals

Education
Covenrty High adult education   2010 — 2010
Nursing Assistant Class, 8/2010

Rhode Island College   2008 — 2008
Certificate, Medical/Clinical Assistant, 97

Timothy Herman Jr Timothy Herman Jr Fort Worth, Texas Details
Timothy Herman Jr's PFPC Experience September 2006 - February 2008
Job Senior Property Accountant at Rouse Properties, Inc.
Industry Accounting
Experience
Rouse Properties, Inc.   June 2015 - Present
Goodwin Partners LLP   August 2014 - May 2015
WinnCompanies  June 2014 - July 2014
Winstanley Enterprises  February 2008 - May 2014
PFPC   September 2006 - February 2008

Skills
Microsoft Excel, Microsoft Word, MRI Software, AvidXchange, General Ledger, Financial Reporting, Accounting, Accruals, Cash Flow, Account Reconciliation, Financial Statements, Fund Accounting, Bank Reconciliation, Variance Analysis, GAAP, Accounts Payable

Education
Pensacola Christian College   2002 — 2006
Bachelor of Science (BS), Accounting

Claire Santos Claire Santos Boston, Massachusetts Details
Claire Santos's PFPC Experience February 2006 - May 2006
Job Senior Programmer/Analyst at Commonwealth of Massachusetts
Industry Government Administration
Experience
Massachusetts Department of Transportation  August 2006 - Present
PeopleSERVE Inc.  August 2006 - June 2009
Ciber  July 2004 - June 2009
CVS Caremark Corporation  May 2006 - August 2006
PFPC   February 2006 - May 2006
CVS Caremark Corporation  November 2005 - January 2006
Fidelity Information Services/ Citizens Bank   July 2004 - October 2005

Skills
SDLC, IBM Mainframe, COBOL, IDMS, JCL, SDSF, TSO, Panvalet, Endeavor, CICS, Intertest, Fileaid, Government, Data Analysis, Access, Analysis

Education
Pamantasan ng Lungsod ng Maynila   1991 — 1995
Bachelor of Science (BS), Computer Science

Philip Connor Philip Connor Jefferson, Massachusetts Details
Philip Connor's PFPC Experience July 2000 - September 2002
Job Investment Director at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group  May 2005 - Present
John Hancock Financial Services  November 2002 - May 2005
PFPC   July 2000 - September 2002
State Street  July 1990 - July 2000

Education
Suffolk University   1992 — 1994
Master of Science (MS), Finance, General

University of New Hampshire   1987 — 1990
Bachelor of Arts (BA), Economics

Mary Prendergast Mary Prendergast Berwyn, Pennsylvania Details
Mary Prendergast's PFPC Experience 2002 - 2003
Job Customer Focused Technology Solutions Leader
Industry Broadcast Media
Experience
QVC  2003 - Present
PFPC   2002 - 2003
Vanguard  2000 - 2002
KPMG  1997 - 1999
AT&T  1987 - 1997
Earlier  1982 - 1987

Skills
Customer & Employee..., Consultative & Solution..., IT Systems Development, Project Management, Program Management, Portfolio Management, Program Management..., Product Management, Business Process..., Startups, Training, Coaching, Mentoring, PMO, SDLC, CRM, Start-ups, Strategy, Cross-functional Team..., Business Analysis, Process Improvement, Management, Vendor Management, Leadership

Education
Villanova University
Bachelor of Science (BS), Accounting

Temple University
MBA, Computer Information Science

Phoebe Abotsi Phoebe Abotsi Philadelphia, Pennsylvania Details
Phoebe Abotsi's PFPC Experience January 2008 - 2009
Job SNR CHARITABLE REMAINDER SPECIALIST at American Bible Society
Industry Nonprofit Organization Management
Experience
American Bible Society  2009 - Present
PFPC   January 2008 - 2009
Manager’s Investment Group  January 2003 - January 2008
Delaware Investments  1997 - 2003

Education
Temple University   1993 — 1997
Bachelor's degree, Accounting and Finance

Michelle Damiecki Michelle Damiecki Stroudsburg, Pennsylvania Details
Michelle Damiecki's PFPC Experience July 2002 - July 2005
Job Associate Agent
Industry Insurance
Experience
Self-employed  September 2005 - Present
PFPC   July 2002 - July 2005
Syncra Systems, Inc.   January 2001 - March 2002

Skills
Accounting, Financial Accounting, Financial Reporting, Finance, Insurance, Life Insurance, Commercial Insurance, Property & Casualty..., Event Planning, Financial Risk, Strategic Financial..., Risk Management

Education
Northeastern University   1997 — 2002
Bachelor of Business Administration (B.B.A.), Finance, Insurance & Marketing

MICHAEL SLADE MICHAEL SLADE Glenmoore, Pennsylvania Details
MICHAEL SLADE's PFPC Experience August 2004 - March 2005
Job Assistant Vice President, Operations Reconciliation Managed Investments Pershing, a BNY Mellon Company
Industry Financial Services
Experience
Pershing, a BNY Mellon company  2005 - Present
PFPC   August 2004 - March 2005
Pershing Managed Account Solutions, formerly Lockwood Financial   September 1997 - July 2004

Skills
Financial Services, portfolio accounting, Securities, Financial Analysis, Back Office, Operational Risk, Mutual Funds, Equities, Fixed Income, Risk Management, Finance, Process Improvement, Business Process..., Account Reconciliation, Corporate Actions, Management

Education
Muhlenberg College   1991 — 1995
Bachelor of Arts (BA), History and Economics

Maureen Landers Maureen Landers United States Details
Maureen Landers's PFPC Experience January 1990 - April 2003
Job
Industry Financial Services
Experience
DST Systems  April 2003 - January 2007
PFPC   January 1990 - April 2003

Education
Northeastern University   1991 — 1995
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

John Andaloro John Andaloro Elkton, Maryland Details
John Andaloro's PFPC Experience 1998 - 2006
Job Owner
Industry Accounting
Experience
Avondale Tax Service   January 2007 - Present
PFPC   1998 - 2006
PNC  1987 - 1998
KPMG, Arthur Young, HTSC   1978 - 1987

Skills
Investments, Finance, Corporate Tax, Mergers & Acquisitions, Tax, Tax Advisory, Accounting

Education
Penn State University
MBA

Waynesburg University
BSBA, Accounting

Brandy Sherman-Foley Brandy Sherman-Foley Greater Philadelphia Area Details
Brandy Sherman-Foley's PFPC Experience January 2007 - January 2008
Job Financial Analyst at eBay Enterprise
Industry Consumer Services
Experience
eBay Enterprise  September 2014 - Present
David's Bridal  June 2011 - July 2014
David's Bridal  July 2008 - June 2011
Integrated Service Solutions, Inc.   January 2008 - July 2008
PFPC   January 2007 - January 2008
Vanguard Charitable  August 2002 - June 2006

Education
University of South Carolina-Columbia   1997 — 2001
Bachelor of Science (BS)

Montgomery County Community College   2003 — 2005

Daniel Lose Daniel Lose Mount Ephraim, New Jersey Details
Daniel Lose's PFPC Experience October 1996 - December 2001
Job Inventory and Fixed Assets Accountant at Xylem, Inc. (dba Godwin Pumps)
Industry Information Services
Experience
Godwin Pumps, A Xylem Company   December 2014 - Present
Stewart Business Systems, A Xerox Company  February 2005 - December 2014
McNeill Media Group  May 2002 - January 2005
Ajilon Finance (Accountants on Call)   January 2002 - April 2002
PFPC   October 1996 - December 2001
Eagle Distribution   1997 - 1998
Funari's Thriftway   1989 - 1998

Skills
Microsoft Excel, PowerPoint, OMD, Accounting, Management Accounting, Journal Entries, Account Reconciliation, Bank Reconciliation, Financial Analysis, Financial Reporting, Financial Statements, Fund Accounting, Leadership, Inventory, Inventory Analysis, Physical Inventory, Inventory Planning, Inventory Control, Inventory Management, Inventory Obsolescence, Root Cause Analysis, A/R Collections, Collections Management, Supervisory Skills, account reconc, Accounts Payable &..., Balance Sheet Review, Fixed Asset Management, P&L Analysis, Policy Analysis, Sarbanes-Oxley Act, Time Management, Reporting & Analysis, Executive Reporting, Performance Reporting, Ad Hoc Reporting, Ad-hoc, Customer Service

Education
Rowan University   1991 — 1994
Bachelor's Degree, Finance

Rowan College at Gloucester County   1989 — 1991
Associate's Degree, Business Administration

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