PFPC Company

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PFPC Employees

Employee
Years
Job
Industry
Jennie Mauk, PHR Jennie Mauk, PHR Greater Philadelphia Area Details
Jennie Mauk, PHR's PFPC Experience May 2003 - November 2006
Job Human Resources Professional
Industry Human Resources
Experience
CSMI (Chester Community Charter School)   October 2011 - Present
Comcast  July 2007 - April 2011
GCom2 Solutions  November 2006 - July 2007
PFPC   May 2003 - November 2006
The Mary Campbell Center  January 2001 - March 2004
AHEDD  June 2001 - May 2003

Skills
Employee Relations, Employee Engagement, Employee Benefits, Employee Handbooks, College Recruiting, Internet Recruiting, FMLA, Compliance, SAP, Coaching, New Hire Orientations, Onboarding, Workers Compensation, Office Management, Strategic Planning, Sourcing, Creative Writing, Microsoft Office, Human Resources, Recruiting, Performance Management, Benefits Administration, Payroll, HR Policies, Database Admin, Hiring, Corrective Actions, Talent Acquisition, Training, Interviews, Call Centers, Event Photography, Web Design, Photography, Leadership, Wedding Photography, Talent Management, Union Avoidance, Personnel Management, Photoshop Elements, Time Management, Database Management, Corrective Action, Unemployment Claims, Charter Schools, Wedding Photojournalism, H-1B Employment..., CRM, HRIS, Management

Education
Villanova University   2010 — 2010
Human Resources Management

University of Delaware   1998 — 2001
Psychology, Disabilities Studies

Archmere Academy

Robert Cassell Robert Cassell Charlotte, North Carolina Details
Robert Cassell's PFPC Experience June 2004 - January 2005
Job Business Analysis Manager, Ally Financial
Industry Financial Services
Experience
Ally Financial Inc.  June 2014 - Present
Legacy Asset Servicing – Bank of America   July 2011 - June 2014
Home Loans & Insurance – Bank of America   January 2010 - July 2011
Corporate Treasury - Merrill Lynch Transition - Bank of America   March 2009 - January 2010
eCommerce - Bank of America   October 2007 - March 2009
CSSB Technology - Bank of America   August 2005 - October 2007
Fleet Transition - Bank of America   January 2005 - August 2005
PFPC   June 2004 - January 2005

Skills
Commercial Banking, Commercial Lending, Banking, Credit, Loans, Analysis, Strategy, Process Improvement, Leadership, Management, Training, Integration, Team Management, Project Portfolio..., Business Analysis

Education
University of North Carolina at Charlotte

Brian Tarbell Brian Tarbell Dover, New Hampshire Details
Brian Tarbell's PFPC Experience January 2007 - November 2007
Job Direct Support Professional at Easter Seals NH
Industry Nonprofit Organization Management
Experience
Easter Seals NH  April 2011 - Present
LIDS Sports Group  May 2010 - November 2010
PFPC   January 2007 - November 2007
Office of State Rep Jamie Eldridge   May 2006 - November 2006
University Directories, LLC  May 2005 - August 2005
Law Offices of Rigopoulous and Billet   1998 - 2004

Skills
Sales, Customer Service, Team Leadership, Social Media, Social Media Marketing, Team Building, Team Workshops, Writing, Legal Research, Computer Proficiency, Microsoft Office, Problem Solving

Education
University of New Hampshire   2002 — 2006
Bachelor's Degree, Business Administration and Management, General

James Watson, CPA, CIA James Watson, CPA, CIA Greater Philadelphia Area Details
James Watson, CPA, CIA's PFPC Experience 2000 - 2003
Job Principal at CliftonLarsonAllen LLP
Industry Hospital & Health Care
Experience
CliftonLarsonAllen LLP  2003 - Present
Ostroff, Fair & Company, Inc.   2003 - 2006
PFPC   2000 - 2003

Skills
Auditing, Internal Audit, Management Consulting, Risk Management, Tax, Risk Assessment, Consulting, Healthcare, Nonprofits, Internal Controls, Accounting, Financial Reporting, CPA, GAAP, Business Process..., Compliance, Healthcare Management, Leadership, Team Management, Financial Analysis, Financial Accounting, Financial Statements, Finance, US GAAP, General Ledger

Education
Temple University - Fox School of Business and Management   1996 — 2000
B.B.A., Finance

Strath Haven High School   1989 — 1992

Sara Geraghty Sara Geraghty Greater Boston Area Details
Sara Geraghty's PFPC Experience April 1998 - November 2006
Job Owner at Sara Geraghty Massage Therapy
Industry Health, Wellness and Fitness
Experience
Sara Geraghty   April 2007 - Present
Eden Place Center for Massage   2007 - Present
PFPC   April 1998 - November 2006

Skills
Easytrieve, MVS, TSO, VSAM, COBOL, Endevor, JCL, HTML, DB2, Fileaid, SCLM, DFSORT, MVS/XA, SDSF, JES2, Dasd, Endeavor, Chair Massage, Fibromyalgia, Treatment, Trigger Point Therapy, Chronic Pain, Neuromuscular Therapy, Neck Pain, Back Pain, Stretching

Education
University of Leicester   1985 — 1986
MSc, Medical Statistics and IT

Greg Simeone Greg Simeone Greater Philadelphia Area Details
Greg Simeone's PFPC Experience December 2002 - June 2004
Job Account Executive at Chesapeake Insurance Advisors, Inc.
Industry Insurance
Experience
Chesapeake Insurance Advisors, Inc.   January 2013 - Present
Delaware Employee Benefits Exchange   January 2013 - Present
JPMorgan  June 2010 - December 2012
JP Morgan  October 2009 - June 2010
JPMorgan  June 2004 - October 2009
PFPC   December 2002 - June 2004

Skills
Employee Benefits, Health Insurance, Life Insurance, Microsoft Excel, Customer Service, Budgets, Credit, Derivatives, Portfolio Management, Project Management, Event Planning, Social Media, Account Reconciliation, Small Business, Finance, Risk Management, Financial Reporting, Organization, Communication, Balance Sheet Review, Forensic Accounting, Financial Analysis, Management

Education
University of Delaware   2004 — 2009
MBA, Business Administration

University of Delaware   1998 — 2002
BS, Accounting

Salesianum   1994 — 1998

Brian McCourt Brian McCourt Greater Boston Area Details
Brian McCourt's PFPC Experience February 2002 - June 2005
Job Electronics Commodity Manager at Smiths Connectors Hypertronics
Industry Electrical/Electronic Manufacturing
Experience
Smiths Connectors  January 2011 - Present
Hypertronics  January 2010 - December 2010
Hypertronics Corporation  August 2007 - December 2009
Hypertronics  June 2005 - August 2007
PFPC   February 2002 - June 2005

Skills
Strategic Sourcing, Supply Chain Management, Cost Savings Strategies, Product Development, Data Analysis, Program Management, Sourcing, Supply Management, Supplier Development, Purchasing, MRP, Manufacturing, Negotiation, Global Sourcing, Cross-functional Team..., Materials Management, Supplier Evaluation, Electronics, Pricing, ISO 13485, Connectors

Education
University of Massachusetts, Amherst   1997 — 2002
Economics

John A. Redding IV John A. Redding IV Greater Philadelphia Area Details
John A. Redding IV's PFPC Experience May 2000 - June 2004
Job Governance Group Budget Director and Controller at Legg Mason
Industry Financial Services
Experience
Legg Mason  June 2004 - Present
PFPC   May 2000 - June 2004
RGIS Inventory Specialists  December 1996 - May 2000

Skills
Mutual Funds, Excel, Accounting, SEC reporting, Financial Reporting, Budgeting, Investment Companies, Securities, Corporate Governance, Compliance, Analysis, Series 7, Microsoft Office, Due Diligence, Problem Solving, Investments, Asset Management, Auditing, Equities, Portfolio Management, Internal Audit, Microsoft Excel

Education
University of Maryland College Park   1995 — 2000
BA, Economics

West Chester University   1993 — 1995
Music and Economics

Art Fennelly Art Fennelly Albany, New York Area Details
Art Fennelly's PFPC Experience 2000 - 2005
Job Data Architecture Manager at CDPHP
Industry Information Technology and Services
Experience
CDPHP  May 2014 - Present
State Street  October 2013 - March 2014
Carrier Corporation  February 2011 - October 2013
PAREXEL  August 2009 - November 2010
Tufts Health Plan  June 2008 - August 2009
Boston College  2007 - 2008
ACI Worldwide  2005 - 2007
PFPC   2000 - 2005
Oracle  1998 - 2000
CPS Direct, Inc.   1996 - 1998

Skills
Data Warehouse..., Business Intelligence, Master Data Management, ETL Architecture, Enterprise Data..., Business Objects, Data Integration, Data Modeling, Data Quality, Data Warehousing, Databases, Dimensional Modeling, ETL, Enterprise Data, Oracle, Software Development

Education
UMass Lowell
Bachelor of Science (BS), Information Systems

Edith Lewis Edith Lewis Newark, Delaware Details
Edith Lewis's PFPC Experience May 2004 - April 2005
Job Vice President at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase  April 2005 - Present
PFPC   May 2004 - April 2005

Skills
Banking, Financial Analysis, Finance, Investments

Education
Wilmington University   2012 — 2013
Master of Business Administration (MBA), Organizational Leadership

Wilmington University   2006 — 2008
Master of Business Administration (MBA), Finance, General

Temple University - Fox School of Business and Management   1999 — 2004
Bachelor of Business Administration (B.B.A.), Finance, General

Temple University - Fox School of Business and Management   1999 — 2004
Bachelor of Business Administration (B.B.A.), Real Estate

Michael Powell, APR Michael Powell, APR Seattle, Washington Details
Michael Powell, APR's PFPC Experience July 1999 - March 2001
Job Internal Relationship Manager at John Hancock
Industry Financial Services
Experience
John Hancock Financial Services  March 2001 - Present
Nationwide Retirement Solutions  September 2014 - February 2015
PFPC   July 1999 - March 2001
T. Rowe Price  September 1995 - July 1999

Skills
Retirement, 401k, Mutual Funds, Series 7, Retirement Planning, Asset Allocation, Retirement Plan..., Pensions, Series 6, Series 63, Fixed Annuities, Defined Benefit, 401k Rollovers, Life Insurance, Financial Advisory, Wealth Management, Investment Advisory, Variable Annuities, Licensed Life Insurance..., Qualified Retirement..., IRAs, Roth IRA, Pension Administration, ERISA, Investments, FINRA, Financial Services, Profit Sharing, Employee Benefits, Retirement Savings

Education
University of South Florida   1997 — 1999
Master of Science (M.S.), Organizational Leadership

University of South Florida   1991 — 1995
Bachelor of Arts (B.A.), Sociology

Deb Gunnard Deb Gunnard Greater Boston Area Details
Deb Gunnard's PFPC Experience May 1999 - June 2000
Job Senior Business Systems Analyst/Project Manager
Industry Information Technology and Services
Experience
The Hanover Insurance Group  February 2015 - Present
Cigna  June 2014 - January 2015
Insight Global/ADP   March 2013 - June 2014
JVT Advisors  October 2012 - December 2012
Strategic Staffing Solutions  April 2012 - October 2012
Webster Five Cents Savings Bank  June 2000 - September 2011
PFPC   May 1999 - June 2000
PFPC   1998 - 1999
First Data Investor Services   1994 - 1998

Skills
Technical Writing, Policy Writing, Project Management, New Product Development..., Dreamweaver, Microsoft Technologies, Snag-It, Outlook, Risk Management, Critical Thinking, Teamwork, Cross-functional Team..., Procedure Writing, Forms Creation, Adobe Acrobat, Adobe LiveCycle Designer, WolfPac, Software Documentation, Analysis, Testing, Business Analysis, MS Project, Requirements Gathering, Business Requirements, SDLC, Functional..., User Acceptance Testing, Documentations, Business Process, Crystal Reports, Vendor Management, Team Leadership, Technical Documentation, Insurance, Microsoft Office, Microsoft Excel, Project Planning, Software Project..., Project Coordination, Access, Requirements Analysis, Banking, Clarity, Disaster Recovery, Information Management, Software Implementation, Team Building, Business Process Mapping, Systems Analysis, SharePoint

Education
New England College of Business & Finance   2011 — 2011
Managment Information Systems

University of Phoenix   2004 — 2006
Working toward, Bachelors in MIS

Becker Junior College   1985 — 1989
Associates, Accounting

Millbury Memorial High School   1978 — 1981
Diploma, Accounting and Business/Management

Stavros (Steve) Siokos Stavros (Steve) Siokos Greater Philadelphia Area Details
Stavros (Steve) Siokos's PFPC Experience January 1996 - September 1996
Job Construction Management & Real Estate Developer at TradeMark GC, LLC
Industry Financial Services
Experience
TradeMark GC, LLC   January 2010 - Present
Delta Loans, LLC   February 2003 - December 2010
Chase Home Finance  December 2001 - February 2003
Merrill Lynch  December 1997 - September 1999
Delaware Investments  September 1996 - November 1997
PFPC   January 1996 - September 1996

Skills
Insurance, Mortgage Lending, Loans, Banking, Underwriting, Relationship Management, Real Estate, Strategic Planning, Commercial Lending, Business Development, Sales, Management, Investments, Credit, Customer Service, Wealth Management, Strategic Financial..., Portfolio Management, Asset Management, Asset Allocation, Risk Management, Financial Services, Due Diligence, Finance, Equities, Private Equity, Commercial Mortgages, Residential Mortgages, Small Business, Refinance, Series 7, Alternative Investments, Real Estate Financing, Mortgage Banking

Education
Temple University   1991 — 1995
BBA, Accounting

Drexel University   1990 — 1991
Bachelor of Engineering (B.E.), Architectural Engineering

Holy Ghost Prep   1986 — 1990
High School Diploma, Summa Cum Laude

Ralph D McCauley Jr. Ralph D McCauley Jr. Norwalk, Connecticut Details
Ralph D McCauley Jr.'s PFPC Experience November 2003 - May 2004
Job Client Account Manager at HSBC
Industry Financial Services
Experience
HSBC  July 2012 - Present
HSBC  January 2007 - July 2012
HSBC  May 2004 - December 2006
PFPC   November 2003 - May 2004
State Street  November 2000 - October 2003
Delaware Investments, a member of the Macquarie Group  June 1999 - November 2000

Skills
Fund Administration, Fund Accounting, Fund Services, Hedge Funds, Fund Of Funds, Alternative Investments, Client-focused, Client Delivery, Account Management, Relationship Management, Team Leadership, Securities, Equities, Fixed Income, Derivatives, Structured Securities, Private Equity, Valuation, Bloomberg Terminal, Global Custody, Mutual Funds, Bloomberg, Financial Services, Investments, Account Reconciliation, Corporate Actions, Finance, Accounting

Education
Temple University   1995 — 1999
Bachelor's degree, Accounting

Saul Goldfarb Saul Goldfarb Greater Philadelphia Area Details
Saul Goldfarb's PFPC Experience 2004 - 2009
Job Manager at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP  2009 - Present
PFPC   2004 - 2009
Tait Weller & Baker  1998 - 2004

Education
Temple University   1974 — 1978
Bachelor’s Degree, Accounting

Angel Crowder Angel Crowder Greater Philadelphia Area Details
Angel Crowder's PFPC Experience January 1999 - August 2000
Job Self Employed
Industry Human Resources
Experience
Human Resource/ Administrative Consultant   December 2014 - Present
Spectrum Health Services Inc   January 2012 - December 2014
Dish Network  September 2000 - November 2011
Christian Dior- Macy's East   2010 - 2011
DeVry University  2005 - 2007
PFPC   January 1999 - August 2000

Skills
New Hire Orientations, Employee Relations, Recruitment/Retention, Customer Service, Customer Satisfaction, Confidentiality, Confidence Building, Customer Relations, Recruiting, Process Improvement, Employee Benefits, Human Resources, Policy, Onboarding, Time Management, Performance Management, Management, Training, Team Building, Leadership, Strategic Planning

Education
University of Delaware   1995 — 1997
Associates, Psychology

DeVry University- Fort Washington, PA

Victoria Dehner Victoria Dehner Greater Boston Area Details
Victoria Dehner's PFPC Experience August 1998 - April 2000
Job Implementation Manager at Aon Hewitt
Industry Human Resources
Experience
Mercer  April 2000 - July 2013
PFPC   August 1998 - April 2000

Skills
Business Analysis, Project Management, Employee Benefits, Vendor Management, Change Management, Benefits Administration, Process Improvement, Leadership, Organizational..., Outsourcing, Performance Management, Requirements Analysis, 401k, Financial Services, Management, SDLC

Education
University of Massachusetts Boston
Bachelor of Arts

Sara Whitten Sara Whitten Newark, Delaware Details
Sara Whitten's PFPC Experience April 1999 - October 2006
Job Vice President at J.P. Morgan Trust Company of Delaware Business Manager
Industry Financial Services
Experience
JPMorgan Chase  September 2006 - Present
PFPC   April 1999 - October 2006

Skills
Accounting, Financial Analysis, Financial Modeling, Corporate Finance, Banking, Valuation, Investments, Finance, Financial Reporting, Risk Management, Due Diligence, Equities, Portfolio Management, Auditing, Mergers & Acquisitions, Credit, Bloomberg

Education
University of Pennsylvania
Bachelor of Applied Science (BASc)

Sarka Higgin Sarka Higgin Orange County, California Area Details
Sarka Higgin's PFPC Experience May 2006 - September 2007
Job Equities Operations Manager at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase & Co.   January 2015 - June 2015
JPMorgan Chase & Co.   January 2014 - January 2015
JPMorgan Chase & Co.   May 2011 - January 2014
JPMorgan Chase & Co.   2007 - 2009
PFPC   May 2006 - September 2007
Fresh Start Childcare Academy   August 2002 - April 2006

Skills
Derivatives, Bilingual-Czech, Corporate Actions, Equities, Fixed Income, Credit, Financial Analysis, Investment Banking

Education
University of Delaware   2002 — 2006
Bachelor of Science (B.S.), Finance, Economics

Academy of Commerce, Prague, Czech Republic   1998 — 2001
Associate's degree, Accounting and Finance

Daman Johnson Daman Johnson Greater Philadelphia Area Details
Daman Johnson's PFPC Experience September 2006 - July 2007
Job Finance and Accounting Professional at DuPont
Industry Accounting
Experience
DuPont Human Resources   February 2014 - Present
DuPont Building Innovations  August 2011 - January 2014
DuPont  July 2007 - January 2014
DuPont US Accounting Center   August 2009 - August 2011
DuPont Safety & Protection   March 2008 - July 2009
DuPont Marketing and Sales   July 2007 - March 2008
PFPC   September 2006 - July 2007
WONDER BREAD/HOSTESS   November 2005 - August 2006

Skills
Internal Controls, Financial Reporting, General Ledger, Accounting, Cost Accounting, Financial Accounting, Account Reconciliation, Variance Analysis, Cash Flow, Accounts Receivable, Accounts Payable, Financial Analysis, Financial Modeling, Budgets

Education
Temple University - Fox School of Business and Management   2001 — 2004
Bachelor of Business Administration, Finance

Dana Pierce Dana Pierce Stamford, Connecticut Details
Dana Pierce's PFPC Experience July 2004 - September 2006
Job Senior Fund Accountant at Ellington Management Group
Industry Investment Management
Experience
Ellington Management Group  October 2006 - Present
PFPC   July 2004 - September 2006

Skills
Accounting, Financial Analysis, Financial Reporting, Microsoft Excel, Hedge Funds, Fund Accounting

Education
University of Delaware - Lerner College of Business and Economics   1999 — 2003
Bachelor's degree, Accounting

Kishore Sivudu Kishore Sivudu Louisville, Kentucky Area Details
Kishore Sivudu's PFPC Experience January 2000 - January 2003
Job Co Founder/manager at www.eg8way.com
Industry Information Technology and Services
Experience
www.eg8way.com   October 2013 - Present
Humana  November 2006 - September 2013
Erie Insurance Group  February 2003 - November 2006
PFPC   January 2000 - January 2003
First Data Resources  July 1997 - January 2000
Silverline Technologies  August 1995 - June 1997

Skills
Requirements Analysis, Software Project..., SDLC, Visio, Process Improvement, Agile Methodologies, Business Analysis, Requirements Gathering, SharePoint, PMP, Business Intelligence, IT Strategy, Enterprise Architecture, SQL, Integration, Data Warehousing

Education
University of Nebraska at Omaha   1996 — 1997
MS

Engineering: DCET   1991 — 1995
BE

Michael Grafton Michael Grafton Greater Boston Area Details
Michael Grafton's PFPC Experience September 1998 - June 2001
Job Consultant at Oakbrook Solutions
Industry Financial Services
Experience
Oakbrook Solutions  October 2013 - Present
Wellington Management  October 2012 - September 2013
BlackRock  June 2011 - July 2012
BlackRock  October 2007 - June 2011
State Street  January 2004 - October 2007
State Street Bank  June 2001 - January 2004
PFPC   September 1998 - June 2001

Skills
Securities, Bloomberg, Fixed Income, Asset Management, Corporate Actions, Equities, Mutual Funds, Leadership, Alternative Investments, Management, Hedge Funds, Investment Management, Portfolio Management, Investments, Financial Services, Derivatives

Education
University of Phoenix   2009 — 2013
Bachelor's degree, Finance and Financial Management Services

Alisa Wolf Alisa Wolf Greater Boston Area Details
Alisa Wolf's PFPC Experience 2001 - 2003
Job Marketing Communications Consultant/Writer
Industry Financial Services
Experience
Wells Fargo Funds Management Group  January 2008 - Present
Wachovia Creative Services/Evergreen Investments   2003 - 2008
Arlington Center for the Arts  1998 - June 2003
PFPC   2001 - 2003
CMI Magazine, Intertec Publishing   1998 - 2000
National Fire Protection Association (NFPA)   1994 - 1999
Sky and Telescope   1990 - 1993

Skills
Editing, Press Releases, Marketing Communications, Creative Writing, Web Content, Integrated Marketing, Content Development, Newsletters, Management, Internal Communications, Copy Editing, Content Strategy, Corporate Communications, Marketing, Content Management, Proofreading, Copywriting, Blogging, Strategic Communications, Social Media, Email Marketing, Web Content Management, Media Relations

Education
University of Massachusetts Boston
BA, English

Vermont College
MFA, Writing

Doug Hemmer Doug Hemmer Philadelphia, Pennsylvania Details
Doug Hemmer's PFPC Experience 2000 - 2005
Job Director of Policy Administration at MetLife
Industry Insurance
Experience
MetLife  December 2013 - Present
Philadelphia Insurance Companies  June 2010 - December 2013
CIGNA International Expatriate Benefits  June 2009 - February 2010
United Behavior Health   January 2007 - June 2009
WaMu  2006 - 2007
PFPC   2000 - 2005
ARAMARK  1993 - 2000

Skills
Insurance, Employee Benefits, Process Improvement, Risk Management, Coaching, Financial Analysis, Underwriting, Health Insurance, Leadership, Change Management, Property & Casualty..., Mutual Funds, Strategic Financial..., Finance, Marketing, Business Analysis, Access, Vendor Management, Management, Banking, Account Management, Training, Budgets, Team Building, Data Analysis, Financial Services, Business Process..., Microsoft Excel, Customer Service, Strategic Planning, Call Centers, Analysis, Team Leadership, Forecasting, CRM, Accounting, Strategy, Financial Reporting, Salesforce.com, Performance Management

Education
University of Delaware   1995 — 1999

University of Delaware   1995 — 1999

Jim Rohde Jim Rohde Greater Boston Area Details
Jim Rohde's PFPC Experience November 2000 - June 2001
Job Pension and Retirement Consultant
Industry Financial Services
Experience
Mercer  July 2010 - December 2013
Bank of America  August 2001 - July 2009
PFPC   November 2000 - June 2001
Benefits Access   September 2000 - November 2000
MassMutual Financial Group  May 2000 - September 2000
Fidelity Investments  January 1999 - May 2000
Fleet Bank  September 1995 - December 1998
State Mutual Insurance Company  1988 - 1990
Aetna Life Insurance Company  1980 - 1983

Skills
Human Resources, Retirement, Employee Benefits, Defined Benefit, Pensions, Investments, Defined Contribution, Outsourcing, Life Insurance, Auditing, Call Centers, Training, Offshoring, Process Improvement, Vendor Management, Pension Administration, Microsoft Office..., Client Services, Project Management, Financial Services, Analysis, Leadership, Benefits Administration, Management, Consulting

Education
University of Connecticut   1975 — 1979
BA, English

Gail Karlstad Gail Karlstad Greater Boston Area Details
Gail Karlstad's PFPC Experience April 1999 - July 2000
Job Manager, Retirement Benefits at MAPFRE Insurance
Industry Financial Services
Experience
MAPFRE Insurance  February 2013 - Present
Mercer  September 2012 - February 2013
Fidelity Investments  June 2007 - June 2012
Fidelity Investments  October 2001 - June 2007
Independent Contractor  January 2001 - July 2001
PFPC   April 1999 - July 2000

Skills
Defined Contribution, Defined Benefit, Pension Administration, 401k, Profit Sharing, Pensions, Retirement, ERISA, Retirement Planning, Employee Benefits, Executive Pay

Education
University of Hartford   1980 — 1983
Bachelor of Arts (BA), Liberal Arts

Melody Friedenthal Melody Friedenthal Worcester, Massachusetts Details
Melody Friedenthal's PFPC Experience January 2000 - January 2004
Job Software Developer at Carroll Enterprises
Industry Computer Software
Experience
Carroll Enterprises  March 2011 - Present
Community Networks Corporation   August 2010 - January 2011
Wyman Gordon  August 2004 - May 2010
PFPC   January 2000 - January 2004
PFPC   January 1994 - January 2004
PFPC   January 1995 - January 2000
Norton Company  January 1991 - January 1994
Shawmut Bank  January 1985 - January 1991

Skills
Software Development, SDLC, Microsoft SQL Server, Program Management, SQL, Project Management, T-SQL, Dynamics CRM 2011, .NET, Databases, CRM, VB.NET, Software Project..., Management, Unix

Education
University at Albany   1975 — 1981
MBA, Marketing

University at Albany, SUNY   1975 — 1979
BS, Computer science

University of Rhode Island
Library and Information Studies

South Shore HS

University at Albany
BS, Computer Science and Applied Mathematics

Ed Briand Ed Briand Greater Boston Area Details
Ed Briand's PFPC Experience 1999 - 2006
Job Unix System Administrator at Boston Scientific
Industry Information Technology and Services
Experience
Boston Scientific  October 2010 - Present
Sunlife Financial  March 2008 - December 2009
EMC  February 2006 - March 2008
PFPC   1999 - 2006

Skills
Solaris, Unix, Data Center

Education
University of Massachusetts Lowell

Glenn McDaniel Glenn McDaniel Tampa/St. Petersburg, Florida Area Details
Glenn McDaniel's PFPC Experience February 1998 - May 2002
Job Owner, Glenn McDaniel Arts, LLC
Industry Arts and Crafts
Experience
The Newport Group  August 2006 - Present
Glenn McDaniel Arts, LLC   May 1997 - Present
Ceridian Employer Services  March 2003 - July 2006
PFPC   February 1998 - May 2002
Equality Florida  February 1999 - December 1999
DLR Lescher & Mahoney   March 1996 - February 1998
Live Art Place   February 1993 - May 1997
Wyndham Hotel Group  1991 - 1992

Skills
Oil Paint, Intaglio, Photogravure

Education
IE Cubed   1998 — 1998
N/A, Web Design

University of North Texas   1978 — 1986
BFA, Printmaking

Robin Lego Robin Lego Middletown, Delaware Details
Robin Lego's PFPC Experience March 2004 - January 2006
Job Real Estate Sales and Marketing
Industry Construction
Experience
Law Office of Michele L. Muldoon   January 2014 - Present
Beazer Homes  January 2006 - July 2013
PFPC   March 2004 - January 2006

Skills
Residential Homes, Real Estate Development, Contract Negotiation, Residential Mortgages, Real Estate, First Time Home Buyers, Real Estate Transactions, Sellers, Condos, Investment Properties, New Home Sales, Single Family Homes, Relocation, Sales, Negotiation, Customer Service

Education
University of Delaware   1998 — 2003
Bachelor of Science in Business Administration, Finance, 3.4

Christian Bonsall Christian Bonsall Greater Philadelphia Area Details
Christian Bonsall's PFPC Experience 1998 - 2004
Job Accounting Manager at Susquehanna International Group
Industry Financial Services
Experience
Susquehanna International Group  January 2010 - Present
Susquehanna International   December 2006 - December 2009
Radnor Holdings Corp   September 2004 - November 2006
PFPC   1998 - 2004

Skills
Financial Reporting, Accounting, Financial Accounting, General Ledger, Financial Statements, SEC filings

Education
Widener University   2004 — 2007
Master of Business Administration (MBA)

University of Delaware - Lerner College of Business and Economics   1993 — 1997

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

Craig Ingram Craig Ingram Baltimore, Maryland Area Details
Craig Ingram's PFPC Experience 1997 - 1999
Job Vice President at JP Morgan
Industry Investment Management
Experience
JP Morgan Asset Management  September 1999 - Present
PFPC   1997 - 1999

Skills
Portfolio Management, Investments, Hedge Funds, Fixed Income, Financial Analysis, Investment Management, Mutual Funds, Derivatives

Education
University of Delaware - Lerner College of Business and Economics   1991 — 1996

Jennifer Campisi Jennifer Campisi Greater Philadelphia Area Details
Jennifer Campisi's PFPC Experience July 2005 - January 2007
Job SIMC Compliance Officer at SEI
Industry Financial Services
Experience
SEI  April 2012 - Present
Newton One Advisors, LLC   January 2007 - April 2012
PFPC   July 2005 - January 2007
JP Morgan Chase  June 2000 - June 2005

Education
University of Delaware   1996 — 2000

Patrick Matheny Patrick Matheny Greater Philadelphia Area Details
Patrick Matheny's PFPC Experience December 1999 - October 2002
Job Network Architect at PNC Bank
Industry Banking
Experience
PNC Bank  Network ArchitectPNC Financial Services2005 - Present
PFPC   December 1999 - October 2002
First Data Corporation  January 1996 - December 1999
Allmerica Financial  August 1993 - January 1996

Skills
Cisco Technologies, Disaster Recovery, Routers, Windows Server, Networking, Security, Data Center, Network Security, Firewalls, DNS, WAN, Solaris, VPN, VMware ESX, VMware, Business Continuity, Cisco IOS, Network Design, Virtualization, Network Architecture, Servers, Network Engineering, IT Management, Switches, TCP/IP, LAN-WAN, Information Security, Infrastructure, Active Directory

Education
University of Massachusetts Lowell

Nakita Sullivan Nakita Sullivan Greater Boston Area Details
Nakita Sullivan's PFPC Experience February 2003 - July 2004
Job Manager Engineering & Service at Agile Network
Industry Computer Software
Experience
Agile Network  February 2015 - Present
Agile Network  September 2012 - February 2015
Kewill  December 2004 - February 2011
PFPC   February 2003 - July 2004
Allmerica Financial  March 2000 - October 2002
Website University   March 1999 - January 2000
Sykes Enterprises, Inc (SEi)   June 1996 - February 1999

Skills
Integration, SQL, Visual Basic, Software Development, Microsoft SQL Server, Agile Methodologies, Databases, SDLC, Enterprise Software, Requirements Analysis, XML, Technical Support, Oracle, IIS, Software Project...

Education
Worcester Polytechnic Institute   2001 — 2002

University of Brighton

Robert Cosetta Robert Cosetta Greater Los Angeles Area Details
Robert Cosetta's PFPC Experience June 1993 - March 2000
Job Facility Coordinator at Saks Fifth Avenue
Industry Marketing and Advertising
Experience
Saks Fifth Avenue  April 2011 - Present
Robert Cosetta Independent Contractor   January 2009 - April 2011
RPA  September 2005 - November 2008
Rubin Postaer & Associates  September 2005 - November 2008
Rubin Postaer & Associates (RPA)   September 2005 - November 2008
Edmunds.com  January 2001 - August 2005
R L Polk  March 2000 - December 2000
PFPC   June 1993 - March 2000

Skills
Procurement, Automotive, Advertising, Training, Databases, Editing, Quality Assurance, Online Advertising, Security, Microsoft Word, Project Management, Integrated Marketing, Creative Direction, Digital Strategy, Digital Media, Interactive Marketing, Interactive Advertising, Social Media Marketing, Marketing Strategy, Brand Development, Email Marketing, Copy Editing, Data Analysis, Computer Proficiency, Transfer Agency, Event Logistics, Microsoft Office, Microsoft Excel, Post-sales Support, Product Specification, Product Support

Education
University of Rhode Island   1989 — 1991

Tenemba Conde Tenemba Conde Greater Philadelphia Area Details
Tenemba Conde's PFPC Experience 2007 - 2008
Job staff accountant at PFPC
Industry Investment Banking
Experience
PFPC   2007 - 2008

Education
Temple University   2004 — 2007
bachelors, accounting

Ed Falkowski III, SRA Ed Falkowski III, SRA Conshohocken, Pennsylvania Details
Ed Falkowski III, SRA's PFPC Experience 2003 - 2004
Job Commercial Real Estate Appraiser A.R. Hughes & Company
Industry Real Estate
Experience
A. R. Hughes & Company   August 2008 - Present
Star Appraisals, Inc.   June 2004 - Present
PFPC   2003 - 2004

Skills
Real Estate, Investment Properties, REO, Foreclosures, Investors, Short Sales, Single Family Homes, Condos, Real Estate Transactions, Leases, Residential Homes, First Time Home Buyers, Real Estate Economics, Commercial real estate..., Income Producing..., Discounted cash flow, Multi family valuations, Equine facility..., Commercial real estate, Feasibility Studies, Appraisals, Property

Education
University of Delaware - Lerner College of Business and Economics   1998 — 2002
Bachelors, Accounting

University of Delaware - Lerner College of Business and Economics   1998 — 2002
Accounting

Archmere Academy

Harlan Elementary

Harlan Elementary

Christie Burns Christie Burns Greater Philadelphia Area Details
Christie Burns's PFPC Experience December 2003 - April 2005
Job Vice President, Alternative Investment Services at BNY Mellon
Industry Financial Services
Experience
BNY Mellon  April 2012 - Present
BNY Mellon (formerly PNC Global Investment Servicing)   October 2007 - April 2012
PFPC, Inc.   April 2005 - September 2007
PFPC   December 2003 - April 2005

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

Education
Temple University - Fox School of Business and Management   1990 — 1997
Bachelor of Business Administration (B.B.A.), Accounting

Mount
High school, College Preparatory

Janet Ostlund Janet Ostlund Greater Boston Area Details
Janet Ostlund's PFPC Experience June 1993 - January 2003
Job Operations Support at Evare
Industry Information Services
Experience
Evare  April 2004 - March 2015
PFPC   June 1993 - January 2003
pnc  1993 - 2003
pfpc   1993 - 2003
pfpc   1993 - 2003
PFPC   1993 - 2001
Baybank Systems  November 1983 - June 1991

Skills
Program Management, Microsoft SQL Server, Fixed Income, CRM, SQL, Software Project..., Vendor Management, Salesforce.com, Enterprise Architecture, Business Analysis, Financial Services, Disaster Recovery, Security, Integration, SDLC

Education
University of San Francisco   1980 — 1983

Tammy Goldbaum Tammy Goldbaum Greater Philadelphia Area Details
Tammy Goldbaum's PFPC Experience 2000 - 2007
Job Senior Manager, BNY Mellon Asset Servicing
Industry Financial Services
Experience
BNY Mellon Asset Servicing  July 2000 - Present
PFPC   2000 - 2007

Skills
Financial Reporting, Process Improvement

Education
University of Delaware   1996 — 2000

Rusty Werley Rusty Werley Greater Philadelphia Area Details
Rusty Werley's PFPC Experience September 2004 - November 2006
Job Financial Controllers Group Manager at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management  November 2006 - Present
PFPC   September 2004 - November 2006

Education
Temple University   2000 — 2004
BBA, Accounting

Bhuwan Patel Bhuwan Patel Washington D.C. Metro Area Details
Bhuwan Patel's PFPC Experience 2003 - 2004
Job Consultant at MAXIMUS
Industry Computer Software
Experience
MAXIMUS  February 2013 - Present
Asurion (formerly N.E.W. Customer Service Companies Inc.)   May 2012 - February 2013
NeuStar  April 2007 - May 2012
Fannie Mae  March 2005 - April 2007
Dow Jones  2004 - February 2005
PFPC   2003 - 2004

Skills
Certified Scrum Master..., Telecommunications, SOA, Agile Methodologies, Spring, Websphere, Java Enterprise Edition, Enterprise Architecture, Hibernate, Weblogic, Tomcat, Scrum, XML, Agile Project Management, SDLC, Web Services, PL/SQL, Software Project..., Linux, SOAP, Java, Oracle, Software Development, Unix, Requirements Analysis, Eclipse, Solution Architecture, JUnit, Ant, Software Engineering, Web Applications, SQL, JSP

Education
University of Massachusetts at Lowell   2000 — 2002
Master of Science, Computer Science

University of Pune   1995 — 1999
Bachelor of Engg, Computer Science

Jennifer Reap Jennifer Reap Greater Philadelphia Area Details
Jennifer Reap's PFPC Experience 1999 - 2001
Job Domestic Engineer
Industry Nonprofit Organization Management
Experience
Brandywine Valley Christian Preschool   2011 - Present
The Reap Family Foundation   2001 - Present
PFPC   1999 - 2001
TRUSTAR FUNDING   1994 - 1999

Education
University of Delaware   1990 — 1994
BS, Marketing Management

Jesse Rodrique Jesse Rodrique Greater Boston Area Details
Jesse Rodrique's PFPC Experience 2001 - 2008
Job Section Manager
Industry Financial Services
Experience
BNY Mellon  August 2015 - Present
BNY Mellon  January 2011 - Present
PFPC/BNY   December 2004 - January 2011
Self employed  1991 - 2009
PFPC   2001 - 2008
PFPC   May 2002 - November 2004
PFPC   December 1999 - May 2002

Skills
Mutual Funds, Investments, Books, Logo Design, Financial Services, Vendor Management, Relationship Management, Securities, Fixed Income, Series 63, Alternative Investments, Risk Management, Finance, Customer Service, Retirement, Sales, Microsoft Excel, Series 6, Management, Leadership, Call Centers, Microsoft Office, ETFs, Hedge Funds, Salesforce.com, CRM, Performance Management, Asset Allocation, Equities, Asset Management, 401k, Retirement Planning, Investment Management, Bonds, Process Improvement, Training, FINRA, Customer Retention, Investment Strategies, Wealth Management, Investment Advisory, Portfolio Management, Bloomberg, Financial Advisory, Financial Markets

Education
University of Massachusetts Dartmouth   1992 — 1997
Bachelor's degree, Commercial Illustration

Vonye Hackett Vonye Hackett Greater Philadelphia Area Details
Vonye Hackett's PFPC Experience 2005 - 2007
Job General Ledger Systems Analyst at Wilmington Trust
Industry Banking
Experience
State Street  September 2011 - Present
Wilmington Trust  June 2010 - September 2011
Wilmington Trust Company  January 2007 - June 2010
PFPC   2005 - 2007

Skills
General Ledger, Financial Reporting, Accounting, Reconciliation, Mutual Funds

Education
Wilmington University   2008 — 2010
MBA, Management Information Systems

University of Delaware - Lerner College of Business and Economics   2000 — 2005
BS, Finance and Operations Management

Jeff Rossi Jeff Rossi Greater Philadelphia Area Details
Jeff Rossi's PFPC Experience February 1998 - November 2004
Job Vice President at BNY Mellon Asset Servicing
Industry Financial Services
Experience
BNY Mellon Asset Servicing  December 2005 - Present
Wilmington Trust  November 2004 - December 2005
PFPC   February 1998 - November 2004

Skills
Transfer Agency, Mutual Funds, Financial Services, Process Improvement, Project Management, Back Office, Business Analysis, Relationship Management, Risk Management

Education
University of Delaware
Bachelor of Science (BS), Finance, General

Evangeline Armstrong Deuber Evangeline Armstrong Deuber Greater Philadelphia Area Details
Evangeline Armstrong Deuber's PFPC Experience October 1997 - June 2000
Job Administrative Assistant @Premier Ortho&Sports
Industry Medical Practice
Experience
Premier Orthopaedics and Sports Medicine  February 2011 - Present
Premier Orthopaedics and Sports Medicine  May 2000 - December 2003
PFPC   October 1997 - June 2000
Aetna  June 1994 - September 1997

Skills
Computer Literate, Quick Study, Phone Skills, Customer Service, Team Oriented, Telephone Skills, Management, Microsoft Office, Healthcare, Data Entry, Time Management, Healthcare Information..., Team Building, EMR, Microsoft Excel, Medical Terminology, Administration, Appointment Scheduling, HIPAA, Leadership, Social Networking, Strategic Planning, Research, Training, Sales, Social Media, Marketing, Microsoft Word, Team Leadership, Public Speaking, Outlook, Invoicing, Facebook

Education
University of Rhode Island   1989 — 1993
Bachelor of Arts, English

Joe Nestlerode Joe Nestlerode Richmond, Virginia Area Details
Joe Nestlerode's PFPC Experience 1999 - 2002
Job Sr Technology Manager Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  March 2003 - Present
iGATE Global Solutions  2000 - 2003
Wells Fargo  2001 - 2002
PFPC   1999 - 2002
H.D. Vest Financial Services   2000 - 2001
First Data Corporation  1998 - 2000
First Union  1996 - 1998

Education
University of North Carolina at Charlotte - Belk College of Business   1991 — 1996
B.S.B.A, Finance

Lock Haven High School   1988 — 1991

Timothy Bowden Timothy Bowden Portland, Maine Area Details
Timothy Bowden's PFPC Experience 1997 - 2005
Job Manager at Atlantic Fund Services
Industry Financial Services
Experience
Atlantic Fund Services  June 2008 - Present
Citi  October 2005 - May 2008
Citigroup  2005 - 2008
PFPC   1997 - 2005

Education
University of Maine

Chris Meisner Chris Meisner Bellingham, Massachusetts Details
Chris Meisner's PFPC Experience February 2006 - June 2008
Job Manager BNY Mellon
Industry Financial Services
Experience
BNY Mellon  August 2015 - Present
Mercer  July 2013 - July 2015
Deutsche Bank  June 2008 - August 2012
PFPC   February 2006 - June 2008
PFPC   1998 - 2008
Oeschle International Advisors   July 2004 - December 2005
JPMorgan Chase  May 1994 - July 1998

Skills
Fund Accounting, Mutual Funds, Investments, Securities, Corporate Actions, Bloomberg, Asset Management, Derivatives, Equities, Financial Analysis, Financial Services, Fixed Income, Hedge Funds

Education
University of Massachusetts Dartmouth   1987 — 1992
Bachelor of Science, Marketing

Natick High School   1983 — 1987

Peggy Penz Peggy Penz Greater Minneapolis-St. Paul Area Details
Peggy Penz's PFPC Experience 1999 - 2003
Job Vice President Client Services Manager, Institutional Retirement & Trust at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  December 2011 - Present
Wells Fargo  January 1997 - May 2012
Wachovia, A Wells Fargo Company  2003 - 2009
PFPC   1999 - 2003
State Street Global Advisors  1997 - 1999

Skills
FINRA, Financial Services, Mutual Funds, 401k, Series 7, Recruiting, Retirement, Microsoft Excel, Business Analysis, Relationship Management, Investments, Series 6, Project Management, Series 63

Education
University of Minnesota-Twin Cities
Bachelor of Science

Doug MacLeod Doug MacLeod Greater Boston Area Details
Doug MacLeod's PFPC Experience April 2000 - January 2005
Job Principal Business Consultant at EMC
Industry Information Technology and Services
Experience
EMC  January 2013 - Present
ING  November 2009 - April 2010
PNC Global Investment Servicing ( formerly PFPC )   January 2005 - November 2009
PFPC   April 2000 - January 2005
Boston Financial Data Services  1994 - 2000
Boston Financial Data Services  1988 - 1993
Boston Financial Data Services  1985 - 1987
Texas Instruments  1984 - 1985

Education
University of Massachusetts, Amherst   1982 — 1982
MBA, MIS

University of Massachusetts, Amherst   1976 — 1980
BS, Science

Darryl Denoon Darryl Denoon Greater Philadelphia Area Details
Darryl Denoon's PFPC Experience November 2003 - Present
Job Alternative Investment Supervisor at PFPC
Industry Financial Services
Experience
PFPC   November 2003 - Present

Education
University of Delaware - Lerner College of Business and Economics   1999 — 2003

Dave Watlington Dave Watlington Greater Philadelphia Area Details
Dave Watlington's PFPC Experience February 2000 - May 2003
Job REALTOR/Associate Broker at PattersonSchwartz Real Estate
Industry Real Estate
Experience
Patterson Schwartz Real Estate  May 2003 - Present
PFPC   February 2000 - May 2003
First USA  October 1998 - February 2000

Skills
Buyer Representation, First Time Home Buyers, Relocation, Sellers, First Time Buyers, Short Sales, REO, Team Leadership, Listening Skills, Analytical Abilities, Negotiation, Pricing Negotiation, Online Marketing, Email Marketing, Sales Management, Operations Management

Education
University of Delaware   1993 — 1998
BA, Criminal Justice

Genti Tollkuci Genti Tollkuci Greater Boston Area Details
Genti Tollkuci's PFPC Experience December 1999 - June 2001
Job Systems Consultant at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group  December 2008 - Present
Wachovia Bank  June 2001 - November 2008
PFPC   December 1999 - June 2001
First Data Corporation  December 1998 - February 2000
Bank of Albania  January 1991 - October 1993

Skills
SDLC, Business Analysis, Data Modeling, Data Warehousing, Business Intelligence, Requirements Analysis, Software Project..., Websphere, Sybase, SQL, Business Process..., Microsoft SQL Server, SOA

Education
Universiteti i Tiranës   1987 — 1991
Economics, Financial Planning

Nikki Ries, CIPM Nikki Ries, CIPM Greater Philadelphia Area Details
Nikki Ries, CIPM's PFPC Experience March 2003 - August 2004
Job Senior Performance Analyst at DuPont Capital Management
Industry Financial Services
Experience
DuPont Capital Management  November 2006 - Present
DuPont Capital Management  June 2005 - November 2006
PFPC, Inc.   August 2004 - June 2005
PFPC   March 2003 - August 2004
PFPC, Inc.   October 2001 - March 2003
PFPC, Inc.   January 1996 - October 2001
PNC Bank  July 1992 - January 1996

Education
University of Delaware - Lerner College of Business and Economics   2006 — 2008
MBA, Finance

Dan Toomey, QKA Dan Toomey, QKA Tampa/St. Petersburg, Florida Area Details
Dan Toomey, QKA's PFPC Experience March 2000 - April 2002
Job Manager, Retirement Benefits at TriNet
Industry Financial Services
Experience
TriNet  August 2011 - Present
Employee Fiduciary Corporation   June 2010 - August 2011
Principal Financial Group  September 2007 - June 2010
Trusource (Union Bank of CA)   April 2006 - August 2007
Ceridian Retirement Plan Services  February 2005 - April 2006
Ceridian Retirement Plan Services  May 2002 - February 2005
PFPC   March 2000 - April 2002
PFPC   1999 - 2000
Nova ICI   1994 - 1997

Skills
Customer Relations, Retirement, Pensions, Series 7, Compliance

Education
University of Rochester   1990 — 1994
B.A., English

Boston College High School   1987 — 1994

Linh Lau Linh Lau Greater New York City Area Details
Linh Lau's PFPC Experience 2007 - 2008
Job Fund Accountant at HSBC
Industry Financial Services
Experience
HSBC  March 2008 - Present
pfpc   2007 - 2008

Education
Temple University - Fox School of Business and Management

Patricia Ng Patricia Ng Greater Boston Area Details
Patricia Ng's PFPC Experience February 2001 - December 2005
Job Sr. Business Systems Analyst at Boston Scientific
Industry Information Technology and Services
Experience
Boston Scientific  December 2009 - Present
UpToDate  December 2005 - February 2009
PNC Financial Services Group  March 1997 - February 2007
PFPC   February 2001 - December 2005
PFPC   1998 - 2005
PFPC   1998 - 2005

Education
University of Connecticut   1982 — 1986
BS, Human Resources and Family Development

Mauro Imbillicieri Mauro Imbillicieri Greater Boston Area Details
Mauro Imbillicieri's PFPC Experience 2000 - 2008
Job Senior Mainframe Developer at GM Georgia Inovation Center
Industry Computer Software
Experience
General Motors  March 2014 - Present
SANTANDER GLOBAL BANKING AND MARKETS  December 2011 - Present
BNY Mellon Bank  February 2011 - December 2011
PNC GLOBAL INVESTMENT SERVICING  January 1999 - December 2008
PFPC   2000 - 2008
Lextra   1999 - 2000
PETROBRAS S.A. (Brazilian Oil Company)   January 1975 - January 1999

Skills
Endeavor, VSAM, JCL, DB2, Easytrieve, Requirements Gathering, Software Documentation, Testing, Business Intelligence, SQL, Software Project..., Business Analysis, COBOL, User Acceptance Testing, Mainframe, CICS, Requirements Analysis, Fileaid, Analysis, SDLC, Program Management

Education
Universidade Federal Fluminense   1981 — 1985
Bachelor, Economics

Jeffrey Lehl Jeffrey Lehl Portland, Oregon Area Details
Jeffrey Lehl's PFPC Experience November 1998 - July 2000
Job Credit Risk Assessment Officer at US Bank
Industry Banking
Experience
US Bank  November 2007 - Present
Texton Financial   2002 - August 2007
Sovereign Bank  2000 - 2001
PFPC   November 1998 - July 2000

Skills
Credit Risk, Credit, Financial Analysis, Banking, Loans, Portfolio Management, Commercial Lending, Credit Analysis, Underwriting, Financial Risk, Change Management

Education
University of Oregon   1997 — 1998
MBA, Finance

University of Idaho   1991 — 1996
BA, Economics

Susan Serewicz Susan Serewicz Greater Boston Area Details
Susan Serewicz's PFPC Experience 1998 - 2007
Job Director, Client Services at Ascensus College Savings
Industry Financial Services
Experience
Upromise Investments  2012 - Present
Upromise  2007 - 2012
PFPC   1998 - 2007

Skills
Series 7, Financial Services, Securities, Mutual Funds, Investments, Asset Management, Relationship Management, Process Improvement, Client Services, Business Analysis, FINRA, Series 26, Leadership

Education
University of Massachusetts, Amherst   1990 — 1994
BS

Jake Sirman Jake Sirman Greater New York City Area Details
Jake Sirman's PFPC Experience July 2001 - March 2004
Job Vice President Business Analyst at Citi
Industry Banking
Experience
Citi  June 2010 - Present
Solomon Schechter School of Manhattan  August 2006 - July 2010
Skyline Middle School  August 2005 - July 2006
PFPC   July 2001 - March 2004

Skills
Business Analysis, SQL, SDLC, Requirements Analysis, Requirements Gathering, Software Project..., Business Intelligence, Testing, Enterprise Software, Visio, Business Requirements, SharePoint, Analysis, Change Management, User Acceptance Testing, Vendor Management, Banking, BluePrint Requirements..., Planview, Management, Waterfall, Agile Methodologies, Enterprise Architecture, Software Documentation, Agile Project Management, Quality Center, Gap Analysis, Use Case Analysis

Education
Drexel University   2003 — 2006
Master of Arts (M.A.), Secondary Education and Teaching

University of Delaware   1997 — 2001
Bachelor of Science, Business Administration

Kristen A. Flores Kristen A. Flores Greater Boston Area Details
Kristen A. Flores's PFPC Experience April 2003 - February 2004
Job Global Custody Professional
Industry Financial Services
Experience
Brown Brothers Harriman  February 2014 - Present
Brown Brothers Harriman  April 2013 - February 2014
Brown Brothers Harriman  June 2011 - April 2013
PFPC   April 2003 - February 2004
PFPC   February 2001 - April 2002
Brown Brothers Harriman  May 2000 - September 2000
Brown Brothers Harriman  August 1999 - May 2000
Brown Brothers Harriman  September 1998 - August 1999

Skills
Securities, Financial Services, Finance, Settlement, Global Custody, Corporate Actions

Education
University of Maine   1991 — 1995
BA, History

Craig Wightman Craig Wightman Greater Boston Area Details
Craig Wightman's PFPC Experience June 1997 - September 2000
Job AVP, Senior Business Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management  October 2005 - Present
Investors Bank & Trust  September 2001 - October 2005
Wellington Management  September 2000 - September 2001
PFPC   June 1997 - September 2000

Skills
Fixed Income, Equities, Bloomberg, Derivatives, Securities, Financial Services, Back Office, Alternative Investments, Business Analysis, Equity Derivatives, Fund Administration, Vendor Management, Swaps, Requirements Analysis, SQL, Process Improvement, Project Management, Data Warehousing, Integration, Business Process, Change Management, Middle Office

Education
University of Massachusetts Boston   1995 — 1997
BA, Economics

Richard Hughey Jr. Richard Hughey Jr. Greater Philadelphia Area Details
Richard Hughey Jr.'s PFPC Experience January 1998 - April 2005
Job Manager, Complex Instruments Operations at Brandywine Global
Industry Investment Management
Experience
Brandywine Global  January 2013 - Present
Brandywine Global  May 2005 - Present
PFPC   January 1998 - April 2005

Skills
Investments, Fixed Income, Bloomberg, Asset Management, Equities, Derivatives

Education
University of Pittsburgh   1990 — 1994
BA, Accounting, Finance, Economics

Amy Fassinger Amy Fassinger Greater Pittsburgh Area Details
Amy Fassinger's PFPC Experience 1982 - 1998
Job Salaried Professional at Accountemps
Industry Accounting
Experience
Accountemps  January 2008 - Present
PFPC   1982 - 1998

Education
University of Delaware
BA, Economics

William Quigley William Quigley Greater Boston Area Details
William Quigley's PFPC Experience 1999 - 2008
Job at DST Technologies
Industry Information Technology and Services
Experience
DST Systems  July 2010 - Present
PNC Global Investment Servicing  January 1999 - January 2009
PNC Global Investment Servicing  1987 - 2009
PFPC   1999 - 2008
First Data Resources (FDC)   January 1987 - January 1999
First Data Corporation  1987 - 1999
TSSG  1987 - 1999
United Brands   July 1981 - September 1987
Bunker Hill Community College  September 1981 - June 1986
Liberty Mutual  February 1976 - July 1981

Skills
SDLC, Mainframe, Requirements Gathering, Fileaid, SPUFI, VSAM, TSO, Systems Analysis, CICS, JCL, COBOL, DB2, Testing, Software Development, Software Documentation, Quality Assurance, Integration, Easytrieve, Visio, Analysis, Requirements Analysis, Software Project..., Project Management, SQL, Data Center, Business Requirements, Business Analysis, Enterprise Architecture, User Acceptance Testing, Disaster Recovery

Education
Boston State College   1972 — 1977
BS, Math

University of Massachusetts Boston   1972 — 1977
BS, Math minor computer science

Boston University Corporate Training Center
Certificate, Project Management; Program

Michelle Farally Michelle Farally Greater Philadelphia Area Details
Michelle Farally's PFPC Experience March 2001 - March 2006
Job Assistant Vice President at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank Securities  February 2007 - Present
Citco  August 2006 - February 2007
PFPC   March 2001 - March 2006

Education
University of Delaware   1988 — 1994
BS, Plant & Soil Science / Concentration Criminal Justice

Padua Academy   1984 — 1988
College Prep

Sabrina Wiley Sabrina Wiley Greater Boston Area Details
Sabrina Wiley's PFPC Experience 2000 - 2007
Job Senior Director, Human Resources at Benchmark Senior Living
Industry Insurance
Experience
Benchmark Senior Living  July 2013 - Present
Hanover Insurance  August 2007 - May 2013
PFPC   2000 - 2007
Cambridge Health Alliance  1994 - 2000

Skills
Human Resources, HRIS, Onboarding, Employee Benefits, Performance Management, Employee Relations, Talent Acquisition, Employee Engagement, Deferred Compensation, Leadership

Education
University of Connecticut   1989 — 1993
BS

Robert Howson Robert Howson Greater Boston Area Details
Robert Howson's PFPC Experience July 1999 - April 2000
Job Education Technology Consultant at Ascend Learning
Industry Publishing
Experience
Ascend Learning  March 2014 - Present
Harte-Hanks, Inc.   November 2005 - September 2013
LODESTAR Corporation  2000 - 2005
PFPC   July 1999 - April 2000
PFPC   April 1997 - July 1999

Skills
Troubleshooting, Analytics, Technical Support, Direct Marketing, Help Desk Support, CRM, Email Marketing, Multi-channel Marketing, Database Marketing, Marketing Automation, Marketing, Databases, Lead Generation

Education
University of Arizona   1990 — 1995
Bachelor's, Communications, History, Business Economics

David Abrahams, FLMI, AIAF David Abrahams, FLMI, AIAF Greater Boston Area Details
David Abrahams, FLMI, AIAF's PFPC Experience 1997 - 2000
Job Manager, Quality information Systems at Immunogen
Industry Information Technology and Services
Experience
ImmunoGen, Inc.   March 2014 - Present
Fresenius Medical Care  November 2010 - March 2014
Salary.com / Kenexa   April 2010 - November 2010
Commonwealth Financial Network  April 2006 - April 2010
MPAY Software  May 2005 - March 2006
Workscape  August 2001 - January 2005
Landmark Technology Partners   October 2000 - May 2001
PFPC   1997 - 2000

Skills
Software Development, Quality Assurance, Testing, Systems Analysis, Software Project..., Process Engineering, Data Analysis, Production Management, Test Automation, Clinical Information..., Brokerage, Fixed Income, Insurance, Quantitative Analysis, Microsoft CRM, Healthcare, HL7, EDI, HIPAA, Benefits Administration, HRIS, Client Services, Public Speaking, SDLC, Software Documentation, Business Analysis, Databases, Test Planning, Analysis, Software Quality..., Project Management, Visio, Quantitative Analytics, Management

Education
The American College   1997 — 1998
AIAF, Associate Insurance Accounting & Finance

LOMA   1993 — 1996
FLMI, Fellow Life Management Institute

University of Hartford   1985 — 1989
BS Mathematics & Management Science, Mathematics, Computer Science, Management, Finance

Jennifer Catha Jennifer Catha Charlotte, North Carolina Area Details
Jennifer Catha's PFPC Experience April 1998 - December 2004
Job Analytics Consultant at Wells Fargo Funds Management Group
Industry Financial Services
Experience
Wells Fargo Funds Management Group  December 2004 - Present
PFPC   April 1998 - December 2004

Skills
CRM, Management, Product Management, Databases, Analytics, Marketing, Sales, Sales Management, Business Analysis, Analysis, Process Improvement, SQL, Access, Banking, Leadership, Investments, SDLC, Financial Services

Education
University of South Alabama

Tony Borgia Tony Borgia Greater Philadelphia Area Details
Tony Borgia's PFPC Experience April 1996 - August 1998
Job Manager, Manufacturer Performance Analysis at AmerisourceBergen
Industry Pharmaceuticals
Experience
AmerisourceBergen  March 2002 - Present
AmerisourceBergen  March 2002 - March 2006
QVC  July 2001 - October 2001
The Franklin Mint  October 1999 - March 2001
STOKES VACUUM, INC   March 1999 - October 1999
Loewen Group International, Inc.   August 1998 - March 1999
PFPC   April 1996 - August 1998

Skills
Essbase, Forecasting, Sarbanes-Oxley Act, Strategic Planning, Financial Modeling, SAP, Accounting, Supply Chain, Financial Reporting, Financial Analysis, PeopleSoft, Finance, Variance Analysis, Process Improvement, Hyperion Enterprise

Education
Temple University
BS, Accounting & Management

Widener University
Master, Accounting Information Systems

Justin McKinley Justin McKinley Greater Philadelphia Area Details
Justin McKinley's PFPC Experience 1997 - 2004
Job Problems Solved
Industry Maritime
Experience
Applied Control Engineering, Inc.   January 2012 - Present
Black Laser Learning   October 2010 - Present
ATK  December 2004 - October 2010
Black Laser Learning   March 2009 - December 2009
PFPC   1997 - 2004
58th Engineer Company, U.S. Army   1996 - 1997
58th Engineer Company, U.S. Army   1995 - 1996
Nuremberg Resident Agency, U.S. Army Criminal Investigation Command   1994 - 1995
Headquarters and Headquarters Company, Engineer Brigade, U.S. Army   1991 - 1994
Delta Company, 10th Engineer Battalion   1991 - 1991

Skills
Disaster Recovery, Risk Management, Customer Service, Process Improvement, Continuous Improvement, Aerospace, Project Management, Leadership, Microsoft Office

Education
Wilmington University   1998 — 1999
Bachelor of Science, Criminal Justice

Barstow Community College
Administration, Justice

Park College
Criminal Justice

University of Maryland University College
Systems Integration

Delaware Technical and Community College
Architectural Engineering

Erin Cassell Erin Cassell Charlotte, North Carolina Details
Erin Cassell's PFPC Experience June 2002 - November 2003
Job Technology Executive Image & Transaction Services
Industry Financial Services
Experience
Bank of America  September 2010 - Present
Bank of America  July 2007 - September 2010
Bank of America  January 2006 - June 2007
Bank of America  January 2005 - December 2005
Bank of America  November 2003 - December 2004
PFPC   June 2002 - November 2003

Skills
Project Portfolio..., Mortgage Lending, Program Management, IT Strategy, Six Sigma, Change Management, PMO, Credit Cards, Project Management, Enterprise Architecture, Outsourcing, Management, Service Delivery, PMP, Business Process..., Vendor Management

Education
University of North Carolina at Chapel Hill
Economics

Kim Montana Kim Montana Phoenix, Arizona Area Details
Kim Montana's PFPC Experience 1999 - 2002
Job Vice President Service Delivery Operations at Financial Engines
Industry Financial Services
Experience
Financial Engines  June 2014 - Present
Wilmington Trust / M&T Bank   February 2007 - June 2014
Ascensus (previously Bisys Retirement Services)   2002 - 2005
PFPC   1999 - 2002

Skills
Process Improvement, Business Analysis, Risk Management, Mutual Funds, Leadership, Team Building, Strategic Planning, Executive Management, Problem Solving, Customer Service, Organizational..., Project Management, Organization, Management, Financial Services, Strategy, Relationship Management, Investments, Finance, Vendor Management

Education
University of New Hampshire   1985 — 1989
Bachelor's degree, Mathematics

Lawrence Ampofo Lawrence Ampofo Greater Philadelphia Area Details
Lawrence Ampofo's PFPC Experience January 2007 - June 2008
Job Investment Accountant
Industry Financial Services
Experience
State Street  December 2013 - July 2014
Broadridge Financial Solutions  July 2013 - October 2013
PHH Mortgage  August 2012 - November 2012
Brandywine Global Investment, Philadelphia, PA   October 2010 - May 2011
PNC Global Investment Services  June 2008 - February 2010
PFPC   January 2007 - June 2008

Education
Temple University - Fox School of Business and Management   2002 — 2006
BBA, Finance

Temple University - Fox School of Business and Management
Bachelor's Degree, Finance

Keith Meixell Keith Meixell Greater Philadelphia Area Details
Keith Meixell's PFPC Experience January 1997 - January 1999
Job Director at BlackRock
Industry Financial Services
Experience
BlackRock  February 2005 - Present
Deutsche Asset Management  January 1999 - February 2005
PFPC   January 1997 - January 1999

Skills
Fixed Income, Derivatives, Liquidity, Risk Reduction, Industry Advocacy, Scalability, Managerial

Education
University of Delaware   1992 — 1996
Bachelor of Science (B.S.), Finance, General

Jamie Haldas Jamie Haldas Wilmington, Delaware Details
Jamie Haldas's PFPC Experience January 1998 - January 2004
Job Realtor Sotheby's International, Rehoboth Beach, DE
Industry Real Estate
Experience
Sotheby's International Realty, Rehoboth Beach, DE   May 2013 - Present
NRS Prudential Fox & Roach   January 2008 - April 2013
Brandywine Executive Center  October 2010 - November 2012
Jamark1 LLC   January 2004 - January 2008
PFPC   January 1998 - January 2004
IIIWilmington Trust   January 1996 - January 1998
University and Whist Club   January 1989 - January 1996

Skills
Recruiting, Sales, Training, Finance, Real Estate, Marketing, Investment Properties, Customer Service, Management, Mortgage Lending

Education
University of Delaware
Bachelor of Arts

Geoffrey Wyher Geoffrey Wyher United States Details
Geoffrey Wyher's PFPC Experience October 2004 - July 2008
Job Sr. Business Analyst at Independence Blue Cross
Industry Insurance
Experience
Independence Blue Cross  July 2008 - Present
PFPC   October 2004 - July 2008

Skills
Business Analysis, Accounting, Analysis, Business Intelligence, Financial Analysis, Financial Reporting, Process Improvement, Vendor Management, Access, Data Analysis, Financial Modeling, Forecasting, Sarbanes-Oxley Act, Internal Controls, Software Documentation

Education
University of Colorado Boulder - Leeds School of Business   2000 — 2004

La Salle University
Master of Business Administration (MBA)

Heather (Malloy) Fulmer Heather (Malloy) Fulmer Greater Philadelphia Area Details
Heather (Malloy) Fulmer's PFPC Experience August 2000 - October 2005
Job Accounting Supervisor at Iron Mountain
Industry Accounting
Experience
Iron Mountain  October 2005 - Present
PFPC   August 2000 - October 2005

Skills
General Ledger, Financial Reporting, Sarbanes-Oxley Act, Accounting, Internal Controls, Accounts Payable, Account Reconciliation, Accounts Receivable, Auditing, Financial Analysis, Tax, Bookkeeping, Microsoft Excel, Process Improvement, Oracle E-Business Suite, Outlook, Microsoft Word, GAAP, Consolidation, Revenue Recognition, Hyperion Enterprise, Financial Accounting, US GAAP, Accruals, Fixed Assets, Variance Analysis, Invoicing

Education
University of Delaware - Lerner College of Business and Economics   1996 — 2000
BS, Accounting

Andrea Tupper Andrea Tupper Beverly, Massachusetts Details
Andrea Tupper's PFPC Experience May 2003 - April 2004
Job Accounting Tutor and Professional
Industry Accounting
Experience
Wells Fargo & Co  June 2006 - May 2012
Wells Fargo & Co.   August 2004 - June 2006
Brown Brothers Harriman & Co  April 2004 - August 2004
PFPC   May 2003 - April 2004
INVESCO Funds Group  May 2001 - March 2003
State Street Corp  February 1999 - August 2000

Education
University of New Hampshire   1993 — 1997
Bachelor of Science (B.S.), Business Administration and Management, General

Jill Kienzle, CPA Jill Kienzle, CPA West Chester, Pennsylvania Details
Jill Kienzle, CPA's PFPC Experience 1995 - 1996
Job Senior International Tax Manager at Unisys
Industry Accounting
Experience
Unisys  2015 - Present
Tekni-Plex Inc  August 2012 - January 2015
Southco  November 2009 - September 2012
AstraZeneca  September 2001 - September 2009
AstraZeneca  2001 - 2003
Dupont Pharmaceuticals  1997 - 1998
PFPC   1995 - 1996

Skills
SAP, Cost Accounting, Continuous Improvement, Process Improvement, Financial Analysis, Accounting, Tax, Mergers, Project Management, Strategic Planning, Managerial Finance, Financial Modeling, Financial Accounting, Mergers & Acquisitions

Education
Villanova University   2010 — 2014
In progress, Master of Taxation

Widener University   2001 — 2003
6 of 8 MST Courses completed, Taxation

University of Delaware   1991 — 1995
Master of Business Administration (MBA), Economics

Brandywine High School

The Ohio State University
Bachelor of Science (BS), Accounting

Larry Mintah Larry Mintah Greater Boston Area Details
Larry Mintah's PFPC Experience 2001 - 2007
Job Project Financial Analyst at Aptiv Solutions, an ICON plc company
Industry Pharmaceuticals
Experience
Aptiv Solutions, an ICON plc company  January 2012 - Present
BNY Mellon  July 2010 - April 2011
PNC Global Investment Servicing  2007 - 2010
PFPC   2001 - 2007

Skills
Project Management, Financial Analysis, Financial Reporting, Revenue Analysis, Sales Management, Sales Operations, Account Management, Revenue Forecasting, Financial Services, Financial Planning, Financial Modeling, Analysis, Finance, Business Analysis, New Business Development, Marketing, Forecasting, Management, Budgets, Process Improvement

Education
University of Ghana
BA

Barbara Kajubi Barbara Kajubi Greater Philadelphia Area Details
Barbara Kajubi's PFPC Experience March 1998 - January 2008
Job Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon  January 2008 - Present
PFPC   March 1998 - January 2008
State Street  June 1997 - November 1997

Skills
Banking, Equities, Financial Services, Fixed Income, Financial Analysis, Derivatives, Risk Management, Mutual Funds, Portfolio Management, Financial Modeling, Capital Markets, Investments, Asset Management, Business Analysis, Investment Banking, Hedge Funds, Securities, Valuation, Bloomberg, Financial Risk

Education
University of Massachusetts Lowell   1994 — 1997
Business Administration and Management, General

West Chester University of Pennsylvania   1991 — 1993

Felicia Boyer Felicia Boyer Newark, Delaware Details
Felicia Boyer's PFPC Experience January 2001 - May 2002
Job Sr. Accountant at Affinity Wealth Management, Inc.
Industry Investment Management
Experience
Affinity Wealth Management, Inc.   November 2007 - Present
JPMorgan Chase  May 2002 - September 2007
PFPC   January 2001 - May 2002

Education
University of Delaware   1992 — 1996
Bachelors of Science, BA concentration Finance

Alex Drevenkar Alex Drevenkar Fort Myers, Florida Area Details
Alex Drevenkar's PFPC Experience October 2000 - June 2003
Job Purchasing Coordinator at Florida Gulf Coast University
Industry Higher Education
Experience
Florida Gulf Coast University  February 2015 - Present
NCH Healthcare System  April 2013 - February 2015
NCH Healthcare System  November 2006 - March 2013
PFPC   October 2000 - June 2003

Skills
procurement, Purchasing Processes, Wholesale Purchasing, Alternative Investments, Accounting, Equities, Valuation, Hedge Funds, Financial Analysis, Investments, Mutual Funds, Fund Accounting, Financial Statement..., Corporate Finance

Education
Florida Gulf Coast University - Lutgert College of Business
Master of Business Administration (M.B.A.)

University of Delaware - Lerner College of Business and Economics
Business Administration, Finance

gene mainen gene mainen United States Details
gene mainen's PFPC Experience January 2001 - October 2003
Job Consultant at Marketing Unlimited
Industry
Experience
marketing Unlimited   January 2013 - Present
BNP Paribas  January 2003 - December 2012
PFPC   January 2001 - October 2003

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Research, PowerPoint, Leadership, Training

Education
University of Iowa   1962 — 1968
Doctor of Philosophy (PhD), Chemistry

Flordeliz Herrera Flordeliz Herrera Greater New York City Area Details
Flordeliz Herrera's PFPC Experience May 2005 - October 2007
Job Software Engineer
Industry Information Technology and Services
Experience
Bank of America Merrill Lynch  November 2009 - November 2011
UBS  October 2008 - July 2009
Morgan Stanley  October 2007 - June 2008
PFPC   May 2005 - October 2007
Verizon  November 2004 - April 2005
Prudential Financial  January 2004 - October 2004
Business Software Solutios (BSS)   October 2003 - December 2003
PFPC   July 2003 - September 2003
Prudential Securities  November 1997 - December 2002
Solidbank Corp.   November 1993 - October 1997

Skills
COBOLII, CICS, DB2, MQ Series, VSAM, Syncsort, Comparex, Serena Changeman, Endeavor, Xpediter, IDCAMS, Fileaid, IOF, SDSF

Education
The Philippine Women's University   1987 — 1991
Bachelor of Science (BS), Computer Science

Jeffrey Mekulski Jeffrey Mekulski Greater Philadelphia Area Details
Jeffrey Mekulski's PFPC Experience January 2001 - January 2002
Job Sr. Research Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney  January 2006 - Present
Morgan Stanley Smith Barney  January 2004 - January 2006
Morgan Stanley Smith Barney  January 2002 - January 2004
PFPC   January 2001 - January 2002
Morgan Stanley Dean Witter  May 2000 - April 2001

Skills
Over 12 years..., General Securities..., Proficient in FACTSET,..., Investments, Equities, Asset Allocation, Mutual Funds, Financial Analysis, Finance, Due Diligence, Analysis, Financial Advisory, Management, Asset Management, Strategy, Securities, Series 7, Investment Strategies, Wealth Management, Capital Markets

Education
University of Delaware   1998 — 2000
Bachelor of Science, Business Administration; Finance

Julia Neikirk Julia Neikirk Philadelphia, Pennsylvania Details
Julia Neikirk's PFPC Experience November 1999 - December 2002
Job Accounting Manager on SEC reporting team at Cigna
Industry Insurance
Experience
Cigna  January 2015 - Present
ACE Group  April 2014 - January 2015
Cigna Global Health Benefits  October 2012 - April 2014
Cigna  June 2011 - October 2012
Cigna  January 2008 - March 2011
Deloitte  January 2006 - June 2008
PFPC   November 1999 - December 2002

Skills
Auditing, Financial Analysis, Accounting, Financial Reporting, Finance, Analysis

Education
University of Delaware   2003 — 2005
Bachelor of Science (B.S.), Accounting

Oberlin College   1994 — 1998
Bachelor of Arts (B.A.), Anthropology

Elise Levesque Elise Levesque Tiverton, Rhode Island Details
Elise Levesque's PFPC Experience September 2005 - October 2006
Job
Industry Accounting
Experience
Bank of America  June 2013 - Present
BNY Mellon Global Investment Servicing   May 2007 - June 2013
BNY Mellon  October 2006 - May 2007
PFPC   September 2005 - October 2006
PFPC   2003 - September 2005

Education
University of Rhode Island   2000 — 2003
Bachelor of Business Administration (BBA), Accounting

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