PFPC Global Fund Services
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PFPC Global Fund Services Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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++
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
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
MassMutual October 2007 - Present
PFPC Global Fund Services March 1997 - September 2005
Education
Bay Path University 2006 — 2008
Ashland High
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
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
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
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
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
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
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
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
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
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
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