PFPC Global Fund Services

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PFPC Global Fund Services Employees

Employee
Years
Job
Industry
Mark Caplan, MBA Mark Caplan, MBA Tampa/St. Petersburg, Florida Area Details
Mark Caplan, MBA's PFPC Global Fund Services Experience 2003 - 2005
Job Analyst at MetLife
Industry Financial Services
Experience
First Financial Group  2012 - 2013
Caxton Associates  2005 - 2011
PFPC Global Fund Services   2003 - 2005

Skills
Microsoft Office, Hedge Funds, Public Relations, Sales, Leadership, Bloomberg Terminal, Reuters 3000, PeopleSoft, Microsoft SQL Server, VBA, PAM for Securities, Frontier, MUREX, Syndicated Bank Loans, BI Publisher, CAMRA

Education
Southern New Hampshire University   2013 — 2014
Master of Business Administration (M.B.A.), Accounting, 4.0

Temple University   1998 — 2002
Bachelor's Degree, Finance, 3.2

Hatboro-Horsham   1992 — 1996
High School, Diploma

Chas Crits Chas Crits Greater Philadelphia Area Details
Chas Crits's PFPC Global Fund Services Experience 1999 - 2001
Job Commercial Portfolio Loan Specialist
Industry Financial Services
Experience
TD Bank  February 2012 - Present
Capmark Bank  March 2005 - December 2011
Philadelphia Stock Exchange  2002 - 2005
PFPC Global Fund Services   1999 - 2001
PBHG - UAM Shareholder Service Center   1997 - 1999
SEI Investments  1994 - 1997
Vanguard  1989 - 1994

Skills
Asset Management, Financial Analysis, Loans, Credit, Asset Managment, Portfolio Management, Credit Analysis, Real Estate Economics, Financial Services, Commercial Mortgages, Commercial Lending, Valuation, Capital Markets, Investments, Finance

Education
Penn State University
BSS Psychology

William Penn Charter School

Jenny Wachholz Jenny Wachholz Greater Minneapolis-St. Paul Area Details
Jenny Wachholz's PFPC Global Fund Services Experience January 1998 - January 2000
Job Associate Director, Wealth Operations at UnitedHealth Group
Industry Human Resources
Experience
UnitedHealth Group  October 2014 - Present
UnitedHealth Group  November 2010 - September 2014
Alerus Retirement Solutions  2007 - 2009
Stanton Group/Acclaim Benefits   2004 - 2007
Stanton Group/Acclaim Benefits   2000 - 2004
PFPC Global Fund Services   January 1998 - January 2000
DCA  1996 - 1998
Receivables Control Corporation  1996 - 1996

Education
South Dakota State University
Bachelor of Science, Business Economics

Stephen D. Belfatti Stephen D. Belfatti Metuchen, New Jersey Details
Stephen D. Belfatti's PFPC Global Fund Services Experience March 2002 - May 2002
Job Technical Support Specialist at IDEXX Laboratories
Industry Information Services
Experience
IDEXX Laboratories  July 2012 - Present
Sony Music Entertainment (Peak Interactive Inc)   June 2011 - June 2012
Berkadia Commercial Mortgage LLC  July 2010 - October 2010
Berkadia Commercial Mortgage LLC  July 2007 - July 2010
Berkadia Commercial Mortgage LLC  March 2003 - July 2007
PFPC Global Fund Services   March 2002 - May 2002
PFPC Global Fund Services   March 2000 - March 2002
BISYS Fund Services  September 1999 - February 2000
Vanguard  December 1996 - August 1999

Skills
Commercial Mortgages, Loans, Portfolio Management, Cash Management, Real Estate, Project Coordination, Web Project Management, Customer Relations, Customer Service, Applications Support, Client Services, Training & Development, Technical Training, User Acceptance Testing, Quality Assurance, Microsoft Office, Change Management, SWIFT, SharePoint, Enterprise Software, Cognos, Problem Tracker..., Inventory Management, Escalation Management, Escalation, International Relations, Billing, Microsoft Access, Database Administration, Database Management, Reporting & Analysis, Workflow, Team Leadership, Vendor Relations, Vendor Management, Account Reconciliation, Employee Hiring, New Hire Training

Education
Temple University   1991 — 1995
Music Education and Performance

Dana Matthew Marta Dana Matthew Marta West Chester, Pennsylvania Details
Dana Matthew Marta's PFPC Global Fund Services Experience February 2005 - June 2008
Job Experienced business professional
Industry Automotive
Experience
Brandywine Plastics East   June 2011 - Present
West Chester Dog Walkers   June 2010 - June 2013
West Chester University Foundation  June 2008 - April 2009
PFPC Global Fund Services   February 2005 - June 2008
The Vanguard Group  December 2003 - November 2004

Skills
Customer Satisfaction, Customer Service, Marketing, Automotive, Asset Allocation, Mutual Funds, Brand Management, Finance, Investments, Portfolio Management, Automobile, Securities, Direct Marketing, Email Marketing, Online Marketing, Integrated Marketing, Market Research, Public Relations, Press Releases

Education
Towson University   1998 — 2002
Bachelor of Science (B.S.), Business Administration, Marketing

Brewster L. Smith Brewster L. Smith Greater Boston Area Details
Brewster L. Smith's PFPC Global Fund Services Experience August 1999 - February 2007
Job Former Mainframe QA Automation Engineer at Veritude / Fidelity Investments
Industry Information Technology and Services
Experience
Veritude / Fidelity Investments  August 2012 - November 2013
Concord Group Insurance  July 2008 - July 2011
Fidelity Investments  February 2007 - February 2008
PFPC GLOBAL FUND SERVICES   August 1999 - February 2007
BLUE CROSS / BLUE SHIELD  December 1997 - August 1999
MASSACHUSETTS CASUALTY INSURANCE COMPANY  September 1993 - December 1997
Massachusetts Casualty Insurance Company  1993 - 1997
UNISYS SYSTEMS CORPORATION   August 1992 - August 1993
NEW HAMPSHIRE INSURANCE GROUP   June 1976 - August 1992

Skills
VSAM, JCL, Endeavor, CICS, MVS, COBOL, Requirements Analysis, Access

Education
Nichols College   1972 — 1976
BS, Systems Management

University of Massachusetts Lowell

University of Massachusetts Lowell

Northeastern University

New Hampshire College

Kenneth Kilduff Kenneth Kilduff Greater Boston Area Details
Kenneth Kilduff's PFPC Global Fund Services Experience February 1996 - June 2000
Job Business Development at Celent, a member of the Oliver Wyman group
Industry Financial Services
Experience
Celent  June 2013 - Present
Eze Castle Integration  September 2010 - June 2013
Standard & Poor’s Financial Communications   June 2009 - September 2010
ITG (Majestic Research)   March 2008 - May 2009
Linedata  March 2007 - March 2008
Detwiler, Mitchell, Fenton & Graves   October 2004 - March 2007
Thomson Reuters  June 2000 - October 2004
PFPC Global Fund Services   February 1996 - June 2000

Skills
Fund Of Funds, Endowments, Pensions, New Business Development, Sales Management, Client Development, Family Office, Hedge Funds, Solution Selling, Marketing Strategy

Education
Fitchburg State College   1990 — 1995
Bachelor of Business Administration (BBA), Marketing, 3.0

Vicki Bezoenik Vicki Bezoenik Greater Boston Area Details
Vicki Bezoenik's PFPC Global Fund Services Experience January 2001 - January 2002
Job Compliance Assistant at Health Plans, Inc.
Industry Insurance
Experience
Health Plans, Inc.   September 2009 - Present
Insurance Agency  January 2009 - June 2009
Ehrhard & Associates   January 2003 - September 2008
PFPC Global Fund Services   January 2001 - January 2002
Allmerica Financial Corporation  January 1994 - June 2000
State Mutual  1980 - 2000
Allmerica Financial Company   January 1988 - January 1994

Skills
Insurance, Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Legal Writing, Training, Process Scheduler, Policy Analysis, Timeslips, Outlook, Research, QuickBooks, Litigation, Courts, Event Planning, Time Management, Employee Benefits, Public Speaking, Accounts Receivable, Policy

Education
Bridgewater State University   1975 — 1979
B.A., English

Leigh Ann Duxbury Leigh Ann Duxbury Westborough, Massachusetts Details
Leigh Ann Duxbury's PFPC Global Fund Services Experience January 2001 - January 2004
Job Management Company Support Account Resolution Specialist V at BNY Mellon Asset Servicing
Industry Financial Services
Experience
BNY Mellon Asset Servicing  March 2014 - Present
Genworth Financial Trust Company  July 2008 - Present
Genworth Financial Trust Company  January 2010 - January 2013
MetLife  January 2006 - January 2008
PFPC Global Fund Services   January 2001 - January 2004
PFPC Global Fund Services   September 1999 - September 2001
The Rockport Shoe Company   January 1998 - January 1999
The Paul Revere Variable Annuity Insurance Company   January 1988 - January 1994

Education
Becker Junior College
Business Administration

Nichols College

Quinsigamond Community College
Liberal Arts

Ed Meakim Ed Meakim Greater Philadelphia Area Details
Ed Meakim's PFPC Global Fund Services Experience January 1998 - January 2000
Job Personal Financial Associate at First Niagara Bank
Industry Investment Management
Experience
National Penn Investment Services   March 2014 - Present
Allstate Financial  December 2012 - March 2014
BRAMCO  2003 - 2012
MAIN Financial   January 2003 - July 2011
Signature Financial Services, Inc   February 2000 - January 2003
Jackson National Life Insurance Co  January 2000 - January 2001
PFPC Global Fund Services   January 1998 - January 2000

Skills
Fixed Annuities, Retirement Planning, Insurance, Series 6, Life Insurance, Long-term Care, Term Life Insurance, Disability Insurance, Retirement, Estate Planning, Long Term Care Insurance, Universal Life, Investments, Sales, Series 63, Securities, Portfolio Management, Brokers, Financial Services, Mutual Funds

Education
DeSales University   1992 — 1996
Bachelor's degree, Marketing

Bishop Shanahan   1987 — 1990

SS Simon and Jude   1979 — 1986

Michael Dube Michael Dube Hartford, Connecticut Area Details
Michael Dube's PFPC Global Fund Services Experience August 1999 - October 2003
Job Sr. Risk Control Recruiter, Talent Acquisition
Industry Human Resources
Experience
Travelers  November 2009 - Present
MassMutual  October 2007 - March 2009
J. Morrissey   November 2005 - September 2007
Investors Bank & Trust Co.   May 2004 - November 2005
PFPC Global Fund Services   August 1999 - October 2003

Skills
Customer Service, Brokerage, Recruiting, Talent Acquisition, Leadership, Employee Relations, Sourcing, Vendor Management, Human Resources, Training, Talent Management, Process Improvement, Performance Management, Team Building, Risk Control, Loss Control, Boiler & Machinery, Oil/Gas, Construction, Risk Management, @Risk, Machinery, PeopleSoft, College Recruiting, Management, Executive Search, Applicant Tracking..., Employee Engagement, Organizational..., Insurance, Technical Recruiting, Internet Recruiting, Workers Compensation, Interviews, Onboarding, Temporary Placement, Benefits Negotiation, Workforce Planning, Risk Management...

Education
Emmanuel College   2013 — 2018
Master’s Degree, Human Resources Management

Emmanuel College   2013 — 2016
Master of Science (MS), Human Resources Management and Services

Cambridge College   2006 — 2010
Bachelor of Arts

David B. Consigli, CAMS David B. Consigli, CAMS Greater Boston Area Details
David B. Consigli, CAMS's PFPC Global Fund Services Experience December 1996 - April 2000
Job AML/BSA Consultant at Consigli Consulting, LLC
Industry Banking
Experience
Consigli Consulting, LLC   February 2014 - Present
The Alacer Group  September 2013 - November 2014
Blue Hills Bank  April 2012 - September 2013
ICS Risk Advisors, Inc.   September 2011 - April 2012
Broadridge Financial Solutions, Inc.   January 2008 - March 2010
Citi/BISYS Hedge Fund Services, Inc.   July 2006 - January 2008
Boston Financial Data Services / IXIS Services Company   April 2000 - July 2006
PFPC Global Fund Services   December 1996 - April 2000

Skills
AML, Risk Management, OFAC, Mutual Funds, KYC, Process Improvement, Bank Secrecy Act, Risk Assessment, Operational Risk..., Project Management, Hedge Funds, Operations Management, Research, Team Leadership, New Business Development, IT Audit, Client Services, Client Relationship..., Call Center, Staff Development, Service Excellence, IT Service Management, Vendor Management, Financial Reporting, GLBA, CTR, Compliance, Relationship Development, BSA, mutual funds operations..., PEPs, SAR, EDD, CAMS, SAS, Norkom, ICMS, eVision, Lexis, CDD, Partenon, Worldcheck, Regulatory Compliance, FRCM, MSB, Banker's Toolbox (BAM...

Education
Assumption College
B.A., Business Management

Dmitry Krichker Dmitry Krichker Brighton, Massachusetts Details
Dmitry Krichker's PFPC Global Fund Services Experience July 2002 - February 2004
Job Analyst at Bank of New York Mellon
Industry Financial Services
Experience
Bank of New York Mellon  September 2008 - Present
KPMG US  January 2006 - September 2007
GlobeOp Financial Services  February 2004 - December 2005
PFPC Global Fund Services   July 2002 - February 2004
J. P. Morgan Chase & Co   January 2000 - March 2001
The Bank of New York  November 1998 - October 1999

Skills
MS Office, Bloomberg Terminal, Reuters 3000, Lotus, Bloomberg, Valuation, Equities, Financial Modeling, Hedge Funds, Investment Banking, Fixed Income, Derivatives, Capital Markets, Fund Accounting, Financial Analysis, Financial Statement...

Education
Northeastern University   2001 — 2003
Master of Science (M.S.), Finance

Bentley College   1991 — 1997
Bachelor of Science (B.S.), Finance

Melissa Ayers, MS, PHR Melissa Ayers, MS, PHR Chester Springs, Pennsylvania Details
Melissa Ayers, MS, PHR's PFPC Global Fund Services Experience January 1998 - January 2001
Job Sr. Human Resource Manager at Johnson & Johnson
Industry Pharmaceuticals
Experience
Johnson & Johnson  August 2013 - Present
Johnson & Johnson  May 2011 - July 2013
AstraZeneca Pharmaceutical LP   March 2009 - May 2010
AstraZeneca Pharmaceutical  September 2006 - March 2009
Advanta Bank Corp.  March 2002 - August 2006
Sovereign Bank  January 2001 - January 2002
PFPC Global Fund Services   January 1998 - January 2001
Advanced Staffing, Inc   January 1994 - January 1997

Skills
Performance Management, Employee Relations, Coaching, Conflict Management, Policy Analysis, Project Management, Succession Planning, Calibration, Talent Management, Organizational..., Organizational...

Education
Villanova University   2004 — 2005
MS, Human Resource Development

Temple University   1992 — 1995
BA, Communications and Journalism

Alan Burt Alan Burt Greater Boston Area Details
Alan Burt's PFPC Global Fund Services Experience 1999 - 2001
Job Vice President of Finance, CPI │ Crane Co. │ Delivering Strategies for Growth, Profitability and Sustainability
Industry Computer Hardware
Experience
Crane Payment Innovations (CPI) — A Crane Co. Company   2008 - Present
Crane Payment Innovations (CPI) — A Crane Co. Company   2007 - 2008
Crane Payment Innovations (CPI) — A Crane Co. Company   2001 - 2007
PFPC Global Fund Services   1999 - 2001
Good Stuff-USA │ Moddy Cavanaugh & Co. │ North American Industries │ Amersham │ Tele-Engineering   1982 - 1999

Skills
Process Improvement, Forecasting, Strategic Planning, Cross-functional Team..., Manufacturing, Operations Management, Leadership, Competitive Analysis, Mergers & Acquisitions, New Business Development, Business Strategy, Management, Executive Management, P&L Management, Financial Analysis, Budgets, Sarbanes-Oxley Act, Internal Controls, Analysis, Business Development, Pricing, Strategy, Account Management, Six Sigma, Executive Financial..., Acquisition Integration, Change Management, Financial Process..., Contract Negotiation, Business Planning, Transaction Integration, M&A experience, Accounting, Lean Manufacturing, Finance, Organizational..., Treasury, Capital and..., Systems Implementation..., Investor and Banking..., Best Practices /..., Audit / GAAP Compliance..., Budgeting, Forecasting..., Financial Planning and..., Program / Project..., Merger and Acquisition,..., P&L Ownership and..., Global Strategic..., Corporate Finance, Global Finance, Global Business...

Education
Bentley College - Elkin B. McCallum Graduate School of Business
MS, Accounting, High Distinction

Gina Lorusso Gina Lorusso Worcester, Massachusetts Details
Gina Lorusso's PFPC Global Fund Services Experience April 1997 - March 2004
Job Real Estate Agent
Industry Real Estate
Experience
Managed Wealth Strategies   September 2011 - March 2012
Managed Wealth Strategies   September 2011 - February 2012
The Roosevelt Investment Group  February 2011 - September 2011
The Roosevelt Investment Group  February 2011 - September 2011
FundQuest, Inc  April 2004 - June 2010
FundQuest  March 2004 - June 2010
PFPC Global Fund Services   April 1997 - March 2004
PFPC GLOBAL FUND SERVICES   April 1997 - March 2004

Skills
APL, Excel, PowerPoint, Series 63, Microsoft Excel, Mutual Funds, Series 7, Bloomberg, Series 6, CRM, Finance

Education
Quinsigamond Community College   1996 — 1998
Finance

Mike Knox Mike Knox Charlotte, North Carolina Area Details
Mike Knox's PFPC Global Fund Services Experience February 2001 - January 2004
Job Vice President, Registration and Licensing at LPL Financial
Industry Financial Services
Experience
LPL Financial  July 2014 - Present
LPL Financial  July 2013 - July 2014
LPL Financial  August 2010 - July 2013
LPL Financial Services  January 2004 - August 2010
PFPC Global Fund Services   February 2001 - January 2004
First Union Brokerage Services  May 1999 - February 2001
First Union Brokerage Services  December 1998 - May 1999

Skills
Securities, Series 7

Education
University of North Carolina at Charlotte   1994 — 1998

Olympic High School

Scott Nemeth Scott Nemeth Chester, Virginia Details
Scott Nemeth's PFPC Global Fund Services Experience March 2000 - December 2002
Job Quartermaster Basic Officer Leader Course (BOLC) Course Manager at US Army
Industry Military
Experience
US Army  May 2015 - Present
US Army  August 2013 - January 2015
US Army  January 2013 - August 2013
US Army  April 2011 - December 2012
US Army  January 2010 - March 2011
US Army  April 2008 - February 2010
US Army  September 2006 - March 2008
US Army  August 2004 - March 2006
PFPC Global Fund Services   March 2000 - December 2002
State Farm  June 1998 - March 2000

Skills
Team Leadership, Military Logistics, Stressful Situations, Teamwork, Mentoring, Department Budgeting, Project Planning, Strategic Planning, Team Building, Public Speaking, Process Efficiency, Project Management, Critical Thinking, Military Operations, Leadership, DoD, Military, National Security, Operational Planning, Military Experience, Policy, Leadership Development, Force Protection, Security Clearance

Education
Wilmington University   2008 — 2011
Master of Business Administration (MBA), Business Administration and Management, General

University of Delaware   1995 — 1998
Bachelors of Science in Business Administration, Finance, Managment

Saint Leo University   1993 — 1995
Associate of Arts (AA), General Studies

Aloke Kumar Aloke Kumar Shrewsbury, Massachusetts Details
Aloke Kumar's PFPC Global Fund Services Experience July 1996 - November 2004
Job Experieced Technical Lead in Client, Web and Mainframe Technologies, CC, ALB
Industry Retail
Experience
The TJX Companies, Inc.   October 2005 - Present
CVS Pharmacy  April 2005 - October 2005
PFPC Global Fund Services   July 1996 - November 2004

Skills
Visual Studio, Data Warehousing, VB.NET, Java, .NET, JavaScript, Databases, PL/SQL, Requirements Analysis, IBM Mainframe, COBOL, AIX, Oracle SQL Developer, Visual Basic, Visio, Mainframe, SQL, VBIS, Business Analysis, Software Project..., SDLC, Application Development, Requirements Gathering, Web Application..., Business Process

Education
Bombay University   1983 — 1986
B.Sc. (Tech.) Computer Technology, Computer Science, First Class

Bombay University   1980 — 1983
Bachelor of Science (B.Sc.) Physics, Mathematics, Physics, First Class

Thomas Zeppa Thomas Zeppa Providence, Rhode Island Area Details
Thomas Zeppa's PFPC Global Fund Services Experience 1999 - 2000
Job Senior Programmer/Analyst at OneBeacon Insurance
Industry Insurance
Experience
OneBeacon Insurance  May 2000 - August 2014
PFPC Global Fund Services   1999 - 2000
First Data Investor Services Group  September 1997 - 1999

Skills
TSO, Mainframe, COBOL, JCL

Education
Rhode Island College   1985 — 1989
Management

Cesar Urrunaga Cesar Urrunaga Greater Boston Area Details
Cesar Urrunaga's PFPC Global Fund Services Experience 2000 - 2004
Job Assistant Vice President at JPMorganChase
Industry Financial Services
Experience
JPMorganChase  January 2006 - Present
StateStreet Corporation  2004 - 2006
PFPC Global Fund Services   2000 - 2004

Skills
Fund Accounting, Fund Administration, Mutual Funds, Financial Reporting, Bloomberg, Securities, Fixed Income, Fund Of Funds, Equities, Alternative Investments, Internal Controls, Accounting, Financial Analysis, Derivatives, Risk Management, Community Engagement, Financial Services

Education
Florida International University   1996 — 2000
BS, Finance & International Business

Jean-Gardy Etienne Jean-Gardy Etienne Greater Boston Area Details
Jean-Gardy Etienne's PFPC Global Fund Services Experience May 1998 - June 2006
Job VP Business Process Offshore Vendor Manager
Industry Financial Services
Experience
Brown Brothers Harriman  January 2014 - Present
Brown Brothers Harriman  June 2006 - January 2014
PFPC Global Fund Services   May 1998 - June 2006

Skills
Fund Accounting, Financial Reporting, Mutual Funds, Accounting, Investments, Account Reconciliation, Auditing, Asset Management, Financial Analysis, Financial Services, Journal Entries, Equities, Fund Administration, Hedge Funds, Securities, Bloomberg

Education
Northeastern University
BSBA, Accounting

Kim Croston Kim Croston Barnstable/Yarmouth, Massachusetts Area Details
Kim Croston's PFPC Global Fund Services Experience March 2007 - Present
Job Senior Vice President and Treasurer at pfpc
Industry Financial Services
Experience
PFPC Global Fund Services   March 2007 - Present
PFPC Global Fund Services   2000 - 2007
First Data Investor Services Group  1995 - 2000

Education
Skidmore College   1990 — 1993

Feng Yan Feng Yan Richmond, Virginia Area Details
Feng Yan's PFPC Global Fund Services Experience October 2004 - February 2005
Job senior software developer at data concepts
Industry Computer Software
Experience
U.S. Department of Labor   May 2013 - Present
National Institutes of Health  February 2012 - May 2013
Genworth Financial(Fortune 500 company)   September 2011 - January 2012
data concepts  March 2005 - August 2011
PFPC Global Fund Services   October 2004 - February 2005

Education
Cleveland State University   1998 — 2001

Kelly Healey Kelly Healey Pittsfield, Massachusetts Details
Kelly Healey's PFPC Global Fund Services Experience September 2001 - March 2003
Job Business Professional
Industry Retail
Experience
Vending 4 Quarters   February 2007 - Present
Sudsy Bubbles Inc. DBA: State Street Laundromat   May 2013 - August 2014
JK Healey Inc. DBA: Westend Package & Variety   July 2006 - August 2014
Pfpc Global Fund Services   September 2001 - March 2003
Jake's Variety   August 1996 - September 2001

Skills
QuickBooks, Microsoft Excel, Microsoft Word, Webfile for Business, DUA Quest, Electronic Federal Tax..., Motivated self-starter, Proficient at learning..., Adaptable to the ever..., Teamwork

Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology   1999 — 2001
Bachelor's Degree, Management

Berkshire Community College   1997 — 1999
Associate's Degree, Business Administration

Roy Ahlen Roy Ahlen Greater Boston Area Details
Roy Ahlen's PFPC Global Fund Services Experience 1999 - 2003
Job Sr. Data Analyst at Fallon Community Health Plan
Industry Information Technology and Services
Experience
Fallon Community Health Plan  October 2011 - Present
Wells Fargo/Wachovia  November 2009 - May 2011
Massachusetts Mutual Financial Services   September 2008 - October 2009
Wachovia Corporation  2003 - 2008
PFPC Global Fund Services   1999 - 2003
First Data Corporation  1995 - 1999
Allmerica Financial (Formally the State Mutual Life Assurance Company)   1978 - 1995

Skills
Testing, SDLC, Software Documentation, Test Planning, User Acceptance Testing, Databases

Education
Rutgers, The State University of New Jersey-Newark
MBA, Accounting

Upsala College
BS, Geology/Chemistry

Worcester Polytechnic Institute
Certificate Program, Unix/C/C++

Chuck Berthelette Chuck Berthelette Greater Boston Area Details
Chuck Berthelette's PFPC Global Fund Services Experience February 1999 - April 2000
Job at New York Life Retirement Plan Services
Industry Financial Services
Experience
New York Life  January 2010 - Present
Fidelity Investments  September 2008 - January 2010
Fidelity Investments  September 2008 - January 2010
Fidelity Investments  June 2006 - September 2008
Fidelity Investments  June 2006 - September 2008
Fidelity Investments  August 2002 - June 2006
Fidelity Investments  April 2000 - August 2002
PFPC Global Fund Services   February 1999 - April 2000
United Asset Management Corporation   March 1997 - February 1999
Boston Financial Data Services, Inc  September 1996 - March 1997

Skills
Sales, Customer Service, Credit, Advertising, Content Management, Networking, Messaging, Cash Management, Process Engineering, Leadership, Relationship Management

Education
Regis College   2010 — 2012
Master of Science (M.S.), Communications, 3.933

Bridgewater State University   1984 — 1987
Bachelor of Science, Management/Marketing

Sharon Lehman Sharon Lehman Greater New York City Area Details
Sharon Lehman's PFPC Global Fund Services Experience January 2001 - January 2004
Job Assistant Director Regulatory Submissions at Roche
Industry Pharmaceuticals
Experience
Roche  April 2012 - Present
HOFFMANN - LA ROCHE INC  January 2010 - May 2012
Hoffmann-LaRoche  December 2006 - January 2010
Hoffmann-LaRoche  April 2004 - December 2006
Independent Consultant  January 1992 - August 2005
PFPC Global Fund Services   January 2001 - January 2004
Hoffmann-LaRoche  August 1995 - December 2000

Skills
Succession Planning, Talent Management, Regulatory Submissions, IND, Pharmaceutical Industry, Clinical Development, Performance Management, Regulatory Affairs, Employee Relations, Personnel Management, Human Resources, Strategy, Organizational..., Recruiting, Deferred Compensation, Leadership

Education
Fairleigh Dickinson University
MBA, Human Resources Management

Montclair State University
BS, Marketing and Management

Sharon DeBerry Sharon DeBerry Springfield, Massachusetts Area Details
Sharon DeBerry's PFPC Global Fund Services Experience March 1997 - September 2005
Job Project Technican at MassMutual
Industry Insurance
Experience
MassMutual  October 2007 - Present
PFPC Global Fund Services   March 1997 - September 2005

Education
Bay Path University   2006 — 2008

Ashland High

Frank Burgos Frank Burgos Greater Boston Area Details
Frank Burgos's PFPC Global Fund Services Experience May 1998 - April 2005
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

Brian Denny Brian Denny Greater San Diego Area Details
Brian Denny's PFPC Global Fund Services Experience January 1996 - December 2004
Job Annuities Specialist at LPL Financial Services
Industry Financial Services
Experience
LPL Financial Services  October 2007 - Present
John Hancock Life Ins Co Usa  January 2006 - December 2006
Fidelity Investments  January 2005 - December 2005
Sunlife Financial Services   January 2004 - December 2005
PFPC Global Fund Services   January 1996 - December 2004

Skills
Retirement Planning, Series 7, Investments, Portfolio Management, Retirement, Series 63, Strategic Financial..., Microsoft Excel, Mutual Funds, Securities, Wealth Management, Financial Analysis, •Computer literacy in...

Education
Franklin Pierce University   1988 — 1992
Bachelor of Arts (B.A.), History

Warwick Valley High School   1984 — 1988
Liberal Arts, Liberal Arts and Sciences, General Studies and Humanities

Ngeeb Alderwish Ngeeb Alderwish Greater Detroit Area Details
Ngeeb Alderwish's PFPC Global Fund Services Experience April 2001 - March 2003
Job Certified Public Accountant, MST
Industry Accounting
Experience
Alderwish CPA, PLLC   January 2009 - Present
TD Auto Finance (formerly Chrysler Financial)   January 2012 - January 2013
Chrysler Financial  September 2007 - December 2011
Flagstar Bank  November 2005 - September 2007
Flagstar Bank  November 2005 - September 2007
ERNST & YOUNG, LLP   April 2003 - October 2005
PFPC GLOBAL FUND SERVICES   April 2001 - March 2003
PFPC GLOBAL FUND SERVICES   February 1996 - April 2001

Skills
Internal Controls, Accounting, Internal Audit, Account Reconciliation, Financial Statements, CPA, QuickBooks, Tax Preparation, Variance Analysis, Tax, Finance, Auditing, Investments, Financial Reporting

Education
Wayne State University
Masters, M.S. Taxation

State University of New York at Buffalo
Bachelor of Science, Business Administration; Accounting and Finance

William (Bill) Richer William (Bill) Richer Greater Boston Area Details
William (Bill) Richer's PFPC Global Fund Services Experience October 1999 - May 2002
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Jlodge  August 2009 - September 2011
Myself  October 2007 - September 2009
NTI/IRS   September 2006 - March 2007
PFPC Global Fund Services   October 1999 - May 2002
Spectran Corp   July 1999 - October 1999
International  September 1996 - January 1999

Skills
Process Improvement, SQL, Customer Service, Program Management, Active Directory, Oracle, Microsoft Office, Access, Microsoft SQL Server

Education
Worcester State College
Bachelor of Arts, History

Quinsigamond Community College
Associates Degree, Computer Information Systems

Dawn Genz Dawn Genz Greater Minneapolis-St. Paul Area Details
Dawn Genz's PFPC Global Fund Services Experience 1999 - 2002
Job Director, Retirement Services at Goldleaf Partners
Industry Investment Management
Experience
The Rotary Club of Brainerd   October 2012 - Present
Goldleaf Partners  September 2012 - Present
Ascensus  April 2011 - September 2012
Rotary International  2005 - April 2011
Waconia Hockey Association   2004 - April 2011
Security Bank & Trust Co.   November 2004 - March 2011
Faith Lutheran Church, Waconia   2007 - 2009
WySTAR Global Services   1999 - 2004
PFPC Global Fund Services   1999 - 2002
DCA, Inc  1996 - 1999

Skills
Retirement, Mutual Funds, Process Improvement, Retirement Planning, Risk Management, Financial Services, Management, Pensions, Defined Benefit

Education
Southwest Minnesota State University   1988 — 1991
Business/Finance

Gordon Wan Gordon Wan Greater Boston Area Details
Gordon Wan's PFPC Global Fund Services Experience 1999 - 2000
Job Marketing Director at Transamerica Advisors
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   2013 - Present
Brown Brothers Harriman  2011 - 2013
Brown Brothers Harriman  2000 - 2011
PFPC GLOBAL FUND SERVICES   1999 - 2000
PFPC GLOBAL FUND SERVICES   1997 - 1999
PFPC GLOBAL FUND SERVICES   1995 - 1997
THE BOSTON COMPANY  1992 - 1995
MUTUAL OF NEW YORK  1990 - 1992

Skills
Extensive managerial,..., Performance Measurement, Attribution, Risk Measurement, Benchmarking, Portfolio Management, Financial Services, Management, Strategy

Education
Northeastern University   1986 — 1991
Bachelor of Science (B.S.), Finance and Marketing

Jennifer Hartnett Jennifer Hartnett Greater Philadelphia Area Details
Jennifer Hartnett's PFPC Global Fund Services Experience December 1997 - August 2000
Job Solutions Director, Investment Manager Services division of SEI
Industry Financial Services
Experience
SEI  May 2010 - Present
SEI  April 2006 - February 2012
SEI  June 2002 - April 2006
SEI Investments  August 2000 - May 2002
PFPC Global Fund Services   December 1997 - August 2000
SEI  March 1995 - August 1997
SEI  July 1992 - February 1995

Skills
Relationship Management, Investment Management, Vendor Management, Performance Measurement, Product Management, Business Analysis, Order Management, Pricing, Process Engineering, Business Development, Product Development, Positioning, Solution Delivery, Project Planning, Portfolio Management

Education
University of Notre Dame   1988 — 1992
Bachelor of Business Administration (BBA), Finance & Business Economics

Caryn Shun Caryn Shun Greater Boston Area Details
Caryn Shun's PFPC Global Fund Services Experience June 2001 - September 2003
Job Staff Accountant at The Mentor Network
Industry Hospital & Health Care
Experience
The MENTOR Network  October 2013 - Present
United Site Services  October 2012 - June 2013
UMass Memorial Medical Center  September 2003 - October 2012
PFPC Global Fund Services   June 2001 - September 2003

Skills
Financial Reporting, Auditing, Accounting, Accounts Payable, GAAP, Accounts Receivable, General Ledger, Meditech, Payroll, Microsoft Excel, PeopleSoft, Variance Analysis

Education
University of Phoenix   2005 — 2007
Master of Business Administration (M.B.A.), Management

Nichols College   1997 — 2001
Bachelor of Science (B.S.), Accounting

Matthew Moussa Matthew Moussa Greater Boston Area Details
Matthew Moussa's PFPC Global Fund Services Experience November 2000 - November 2003
Job Sr Fund Administrator at MetLife
Industry Insurance
Experience
MetLife  November 2003 - Present
PFPC Global Fund Services   November 2000 - November 2003
Prudential Individual Financial Services   June 2000 - September 2000

Skills
Equities, Bloomberg, Investments, Financial Services, Mutual Funds

Education
Syracuse University
Bachelor of Science, Finance

Syracuse University

Joseph Vecchi Joseph Vecchi Greater Boston Area Details
Joseph Vecchi's PFPC Global Fund Services Experience January 1998 - January 2005
Job Assistant Vice President at State Street
Industry Financial Services
Experience
State Street  October 2012 - Present
Resources Global Professionals  October 2011 - Present
BNY Mellon  September 2008 - April 2011
JOHN HANCOCK FINANCIAL SERVICES  September 2005 - September 2008
PFPC GLOBAL FUND SERVICES   January 1998 - January 2005
Mutual Fund Administration   January 1998 - January 2000
CHASE GLOBAL FUNDS SERVICES CO   January 1996 - January 1998
FIRST DATA CORP  January 1993 - January 1996

Skills
Financial Reporting, Auditing, Leadership, Mergers & Acquisitions, Process Improvement, Portfolio Management, Budgets, Valuation, Fund Accounting, Account Reconciliation, Start-ups, Mutual Funds, Financial Analysis, Analysis, Trading, Accounting, Fund Administration

Education
Colby College   1986 — 1990
B.A, Administrative Science

Carlisa Pate-Epps Carlisa Pate-Epps Charlotte, North Carolina Area Details
Carlisa Pate-Epps's PFPC Global Fund Services Experience June 2003 - April 2005
Job Senior Operations Analyst
Industry Banking
Experience
Bank of America  November 2007 - April 2012
Bank of America  April 2005 - November 2007
PFPC GLOBAL FUND SERVICES   June 2003 - April 2005
PFPC GLOBAL FUND SERVICES   October 2000 - June 2003
PFPC GLOBAL FUND SERVICES   April 1999 - October 2000

Skills
Banking, Credit, Loans, Consumer Lending, Middle Office, Accounting, Time Management, Operations Management, Risk Management, Microsoft Office, System Monitoring, Quality Control, Organization, Financial Risk, Bloomberg, Finance

Education
University of Phoenix   2009 — 2011
Master of Science (MS), Accountancy, 3.3

Shaw University   1993 — 1996
Bachelor of Arts (B.A.), Social Sciences, 3.9