PNC Global Investment Servicing
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PNC Global Investment Servicing Employees
Employee
Years
Job
Industry
Chuck Gallant Chuck Gallant's PNC Global Investment Servicing Experience 2000 - 2010
Job Managing Director at BNY Mellon
Industry Financial Services
Experience
BNY Mellon 2010 - Present
PNC Global Investment Servicing 2000 - 2010
First Data Corporation 1995 - 2000
American Express Information Services Co 1994 - 1995
The Shareholder Services Group 1987 - 1993
GTE 1983 - 1987
Education
University of Massachusetts at Lowell 1979 — 1983
BS, Information Systems
Boston University
Master of Science, Information Systems
BNY Mellon 2010 - Present
PNC Global Investment Servicing 2000 - 2010
First Data Corporation 1995 - 2000
American Express Information Services Co 1994 - 1995
The Shareholder Services Group 1987 - 1993
GTE 1983 - 1987
Education
University of Massachusetts at Lowell 1979 — 1983
BS, Information Systems
Boston University
Master of Science, Information Systems
Katie Ruggere Katie Ruggere's PNC Global Investment Servicing Experience June 2005 - July 2010
Job SW QA Specialist at BNY Mellon
Industry Financial Services
Experience
Vision Government Solutions, Inc. 2015 - 2015
Vision Government Solutions, Inc. 2015 - 2015
BNY Mellon August 2011 - June 2014
BNY Mellon July 2010 - August 2011
PFPC Inc June 2005 - July 2010
PNC Global Investment Servicing June 2005 - July 2010
Furniture.com 1999 - 2000
Education
Quinnipiac University 1994 — 1997
Vision Government Solutions, Inc. 2015 - 2015
Vision Government Solutions, Inc. 2015 - 2015
BNY Mellon August 2011 - June 2014
BNY Mellon July 2010 - August 2011
PFPC Inc June 2005 - July 2010
PNC Global Investment Servicing June 2005 - July 2010
Furniture.com 1999 - 2000
Education
Quinnipiac University 1994 — 1997
Robin Kielkowski, MBCP's PNC Global Investment Servicing Experience January 2004 - July 2010
Job Global Business Continuity at BNY Mellon
Industry Financial Services
Experience
BNY Mellon July 2010 - Present
PNC Global Investment Servicing January 2004 - July 2010
PFPC (PNC Subsidiary) December 2000 - January 2004
W.L. Gore & Associates January 2000 - December 2000
Skills
Risk Management, Program Management, Strategy, Vendor Management, Leadership, Business Analysis, Financial Services, Project Management, Project Planning, Process Improvement, Disaster Recovery
Education
University of Delaware - Lerner College of Business and Economics
Bachelor of Science in Business Administration – Magna Cum Laude, Business & Economics, MIS
BNY Mellon July 2010 - Present
PNC Global Investment Servicing January 2004 - July 2010
PFPC (PNC Subsidiary) December 2000 - January 2004
W.L. Gore & Associates January 2000 - December 2000
Skills
Risk Management, Program Management, Strategy, Vendor Management, Leadership, Business Analysis, Financial Services, Project Management, Project Planning, Process Improvement, Disaster Recovery
Education
University of Delaware - Lerner College of Business and Economics
Bachelor of Science in Business Administration – Magna Cum Laude, Business & Economics, MIS
Nicholas Mastrian's PNC Global Investment Servicing Experience March 2008 - August 2009
Job Senior Fixed Income Specialist at PNC
Industry Investment Management
Experience
PNC December 2013 - Present
ITS Asset Management April 2012 - December 2013
ITS Asset Management February 2011 - April 2012
ITS Asset Management August 2009 - February 2011
PNC Global Investment Servicing March 2008 - August 2009
Skills
Financial Analysis, Bloomberg, Equities, Fixed Income, Hedge Funds, Asset Managment, Investments, Mutual Funds, Portfolio Management, Derivatives, Securities, Valuation, Accounting, Analysis, Asset Management, Asset Allocation
Education
Slippery Rock University of Pennsylvania 2003 — 2007
B.S. Business Administration, Economics
PNC December 2013 - Present
ITS Asset Management April 2012 - December 2013
ITS Asset Management February 2011 - April 2012
ITS Asset Management August 2009 - February 2011
PNC Global Investment Servicing March 2008 - August 2009
Skills
Financial Analysis, Bloomberg, Equities, Fixed Income, Hedge Funds, Asset Managment, Investments, Mutual Funds, Portfolio Management, Derivatives, Securities, Valuation, Accounting, Analysis, Asset Management, Asset Allocation
Education
Slippery Rock University of Pennsylvania 2003 — 2007
B.S. Business Administration, Economics
Deanna Jenkins, MHSA's PNC Global Investment Servicing Experience August 2008 - September 2009
Job Business Analyst, Risk Analytics at Independence Blue Cross
Industry Hospital & Health Care
Experience
Independence Blue Cross July 2014 - Present
The Children's Hospital of Philadelphia July 2012 - July 2014
Young Involved Philadelphia Board Prep Program 2013 - 2013
Centers for Medicare & Medicaid Services, Center for Consumer Information and Insurance Oversight February 2011 - May 2012
Georgetown University August 2010 - May 2012
PNC Managed Investments September 2009 - August 2010
PNC Global Investment Servicing August 2008 - September 2009
Prudential Financial November 2007 - May 2008
BOE Securities, Inc. 2008 - 2008
The Economic Empowerment Initiative, Inc October 2005 - May 2007
Education
Georgetown University 2010 — 2012
M.S., Health Systems Administration
Spelman College 2003 — 2007
BA, History
Independence Blue Cross July 2014 - Present
The Children's Hospital of Philadelphia July 2012 - July 2014
Young Involved Philadelphia Board Prep Program 2013 - 2013
Centers for Medicare & Medicaid Services, Center for Consumer Information and Insurance Oversight February 2011 - May 2012
Georgetown University August 2010 - May 2012
PNC Managed Investments September 2009 - August 2010
PNC Global Investment Servicing August 2008 - September 2009
Prudential Financial November 2007 - May 2008
BOE Securities, Inc. 2008 - 2008
The Economic Empowerment Initiative, Inc October 2005 - May 2007
Education
Georgetown University 2010 — 2012
M.S., Health Systems Administration
Spelman College 2003 — 2007
BA, History
Gary P. Waller Gary P. Waller's PNC Global Investment Servicing Experience September 2006 - June 2010
Job Conversion Team Specialist; Senior Investment Accounting Supervisor at The Bank of New York Mellon
Industry Financial Services
Experience
Holy Temple Church of the Fresh Harvest 2010 - Present
BNY Mellon July 2010 - August 2015
PNC Global Investment Servicing September 2006 - June 2010
Skills
Equities, Fixed Income, Mutual Funds, Banking, Investments, Financial Services, Securities, Bloomberg, Derivatives, Asset Management, Risk Management, Business Analysis, Investment Banking, Financial Analysis
Education
Ashford University 2011 — 2013
Bachelor of Arts (B.A.), Business Information Systems, 3.86 GPA
Delaware Technical and Community College-Stanton-Wilmington 1991 — 1995
Associate of Arts and Sciences (A.A.S.), Accounting
Holy Temple Church of the Fresh Harvest 2010 - Present
BNY Mellon July 2010 - August 2015
PNC Global Investment Servicing September 2006 - June 2010
Skills
Equities, Fixed Income, Mutual Funds, Banking, Investments, Financial Services, Securities, Bloomberg, Derivatives, Asset Management, Risk Management, Business Analysis, Investment Banking, Financial Analysis
Education
Ashford University 2011 — 2013
Bachelor of Arts (B.A.), Business Information Systems, 3.86 GPA
Delaware Technical and Community College-Stanton-Wilmington 1991 — 1995
Associate of Arts and Sciences (A.A.S.), Accounting
Paul Bromwell's PNC Global Investment Servicing Experience April 2006 - February 2007
Job Manager, Inside Sales
Industry Information Technology and Services
Experience
Iron Mountain February 2015 - Present
Iron Mountain February 2010 - January 2015
SEI Investments February 2007 - June 2009
PNC Global Investment Servicing April 2006 - February 2007
Rockwell Associates January 2005 - April 2006
Bank of America September 1997 - April 2005
Skills
Microsoft Office, Salesforce.com, Customer Service, Customer Engagement, Mutual Funds, Business Process, Data Analysis, Process Improvement, Team Building, Operations Management, Financial Services, Leadership, Account Management, Sales, Customer Experience, Microsoft Excel, Management, Relationship Management, Business Analysis, Forecasting, Time Management, Call Centers, Coaching, Vendor Management, Customer Satisfaction, CRM, Change Management, Customer Retention, Team Leadership, Training
Education
Ashford University 2007 — 2007
Iron Mountain February 2015 - Present
Iron Mountain February 2010 - January 2015
SEI Investments February 2007 - June 2009
PNC Global Investment Servicing April 2006 - February 2007
Rockwell Associates January 2005 - April 2006
Bank of America September 1997 - April 2005
Skills
Microsoft Office, Salesforce.com, Customer Service, Customer Engagement, Mutual Funds, Business Process, Data Analysis, Process Improvement, Team Building, Operations Management, Financial Services, Leadership, Account Management, Sales, Customer Experience, Microsoft Excel, Management, Relationship Management, Business Analysis, Forecasting, Time Management, Call Centers, Coaching, Vendor Management, Customer Satisfaction, CRM, Change Management, Customer Retention, Team Leadership, Training
Education
Ashford University 2007 — 2007
Emmanuel Idi Emmanuel Idi's PNC Global Investment Servicing Experience March 2006 - July 2010
Job Principal Software Engineer & Technology Consultant
Industry Computer Software
Experience
Quantitative Systems Group LLC 2012 - Present
BNY Mellon July 2010 - May 2012
PNC Global Investment Servicing March 2006 - July 2010
PNC Global Investment Servicing 2002 - 2006
Practical Computer Applications 1996 - 2002
Skills
Java, J2EE, JavaScript, SQL, Software Consulting, Application Architecture, System Architecture, Information Architecture, Application Development, Web Development, Process Development, Database Design, Innovative Problem..., Software Development, Web Services, Distributed Systems, Software Design, Enterprise Architecture, Software Engineering, Solution Architecture, Agile, Software Project..., AJAX, Hibernate, SaaS, Spring, Scalability, Databases, Linux, Mutual Funds, Investment Companies, Compliance, Product Management, New Product..., Transaction Processing, Performance Tuning, Scalable Architecture, Domain Specific..., Java Enterprise Edition, JavaFX, Business Systems..., Consulting, Microsoft SQL Server, Enterprise Software, Integration
Education
Massachusetts Institute of Technology 1993 — 1998
BS, Computer Science & Electrical Engineering
Quantitative Systems Group LLC 2012 - Present
BNY Mellon July 2010 - May 2012
PNC Global Investment Servicing March 2006 - July 2010
PNC Global Investment Servicing 2002 - 2006
Practical Computer Applications 1996 - 2002
Skills
Java, J2EE, JavaScript, SQL, Software Consulting, Application Architecture, System Architecture, Information Architecture, Application Development, Web Development, Process Development, Database Design, Innovative Problem..., Software Development, Web Services, Distributed Systems, Software Design, Enterprise Architecture, Software Engineering, Solution Architecture, Agile, Software Project..., AJAX, Hibernate, SaaS, Spring, Scalability, Databases, Linux, Mutual Funds, Investment Companies, Compliance, Product Management, New Product..., Transaction Processing, Performance Tuning, Scalable Architecture, Domain Specific..., Java Enterprise Edition, JavaFX, Business Systems..., Consulting, Microsoft SQL Server, Enterprise Software, Integration
Education
Massachusetts Institute of Technology 1993 — 1998
BS, Computer Science & Electrical Engineering
Daman Sidhu Daman Sidhu's PNC Global Investment Servicing Experience February 2006 - November 2009
Job Senior Software Engineer
Industry Financial Services
Experience
Pegasystems May 2015 - Present
Fidelity Investments March 2012 - June 2015
Tyco International May 2010 - February 2012
TD Ameritrade December 2009 - May 2010
PNC Global Investment Servicing February 2006 - November 2009
IGATE 2001 - 2006
Cyberspace infosys October 1999 - March 2001
Birla Yamaha Ltd July 1998 - September 1999
Skills
Java Enterprise Edition, Spring, Web Services, Oracle, Weblogic, SDLC, Spring Framework, Hibernate, Tomcat, Servlets, Websphere, Struts, JSP, Software Development, Java, XML, UML, SOA, Enterprise Architecture, J2EE, JDBC, DB2, MSQL, Technical Leadership, Design Patterns, Maven, Hudson, Rational Rose, Eclipse, Agile Methodologies, Web Applications, Ant, JUnit, Requirements Gathering, Requirements Analysis, Scrum, scrum master, Agile Project Management, Ruby, RSpec
Education
Gulbarga University 1994 — 1998
Bachelors, Engineering
Pegasystems May 2015 - Present
Fidelity Investments March 2012 - June 2015
Tyco International May 2010 - February 2012
TD Ameritrade December 2009 - May 2010
PNC Global Investment Servicing February 2006 - November 2009
IGATE 2001 - 2006
Cyberspace infosys October 1999 - March 2001
Birla Yamaha Ltd July 1998 - September 1999
Skills
Java Enterprise Edition, Spring, Web Services, Oracle, Weblogic, SDLC, Spring Framework, Hibernate, Tomcat, Servlets, Websphere, Struts, JSP, Software Development, Java, XML, UML, SOA, Enterprise Architecture, J2EE, JDBC, DB2, MSQL, Technical Leadership, Design Patterns, Maven, Hudson, Rational Rose, Eclipse, Agile Methodologies, Web Applications, Ant, JUnit, Requirements Gathering, Requirements Analysis, Scrum, scrum master, Agile Project Management, Ruby, RSpec
Education
Gulbarga University 1994 — 1998
Bachelors, Engineering
Ray Keough Ray Keough's PNC Global Investment Servicing Experience 2007 - 2008
Job Leveraging information technology to improve business performance
Industry Information Technology and Services
Experience
CSAA Insurance Group 2014 - Present
Signature Consultants 2013 - 2014
Wood End Corporation 2009 - 2013
PNC Global Investment Servicing 2007 - 2008
PNC Global Investment Servicing 1999 - 2007
First Data Corporation 1996 - 1999
Skills
Business Analysis, SDLC, Program Management, Cross-functional Team..., CRM, Leadership, Project Management, Integration, Coaching, Management Consulting, Entrepreneurship, Financial Services, Mergers & Acquisitions, Information Technology, Mutual Funds, Project Planning, Franchising, SaaS, Mainframe, Transfer Agency, Disaster Recovery, Process Improvement, Project Portfolio..., Business Transformation, Client Server..., Client Service Oriented, Executive Coaching, Global Delivery, IT Strategy, IT Transformation, Multi-site Team..., Project Coordination, Project Governance, Software Consulting, Software Project..., Technical Leadership, Web Development, Recruiting, Technology, Project Analysis, Stakeholder Management, Client Education, PMP, SharePoint, Matrix Management, Offshore Software..., Human Resource Planning, PMBOK, BPO, ITIL Certified
Education
Arizona State University, W. P. Carey School of Business
Master's Degree
University of Notre Dame
Bachelor of Business Administration (BBA)
Clark University
Computer Skills Institute
Certification
CSAA Insurance Group 2014 - Present
Signature Consultants 2013 - 2014
Wood End Corporation 2009 - 2013
PNC Global Investment Servicing 2007 - 2008
PNC Global Investment Servicing 1999 - 2007
First Data Corporation 1996 - 1999
Skills
Business Analysis, SDLC, Program Management, Cross-functional Team..., CRM, Leadership, Project Management, Integration, Coaching, Management Consulting, Entrepreneurship, Financial Services, Mergers & Acquisitions, Information Technology, Mutual Funds, Project Planning, Franchising, SaaS, Mainframe, Transfer Agency, Disaster Recovery, Process Improvement, Project Portfolio..., Business Transformation, Client Server..., Client Service Oriented, Executive Coaching, Global Delivery, IT Strategy, IT Transformation, Multi-site Team..., Project Coordination, Project Governance, Software Consulting, Software Project..., Technical Leadership, Web Development, Recruiting, Technology, Project Analysis, Stakeholder Management, Client Education, PMP, SharePoint, Matrix Management, Offshore Software..., Human Resource Planning, PMBOK, BPO, ITIL Certified
Education
Arizona State University, W. P. Carey School of Business
Master's Degree
University of Notre Dame
Bachelor of Business Administration (BBA)
Clark University
Computer Skills Institute
Certification
Geiger Smith's PNC Global Investment Servicing Experience October 2008 - September 2010
Job Residential Sales Associate at Berkshire Hathaway Fox & Roach, REALTORS
Industry Real Estate
Experience
Berkshire Hathaway HomeServices Fox & Roach, Realtors August 2013 - Present
BNY Mellon September 2010 - August 2013
PNC Global Investment Servicing October 2008 - September 2010
Skills
Microsoft Excel, Marketing, Customer Service, Microsoft Office, Management, Recruiting, Leadership, Research, Marketing Strategy, Business Development, Contract Negotiation, Financial Analysis
Education
The Haverford School 1986 — 1999
Gettysburg College
Bachelor's Degree, Philosphy/Business
Berkshire Hathaway HomeServices Fox & Roach, Realtors August 2013 - Present
BNY Mellon September 2010 - August 2013
PNC Global Investment Servicing October 2008 - September 2010
Skills
Microsoft Excel, Marketing, Customer Service, Microsoft Office, Management, Recruiting, Leadership, Research, Marketing Strategy, Business Development, Contract Negotiation, Financial Analysis
Education
The Haverford School 1986 — 1999
Gettysburg College
Bachelor's Degree, Philosphy/Business
Brooke Fleming's PNC Global Investment Servicing Experience March 2008 - November 2009
Job Client Services Supervisor at James N. Ball & Company
Industry Financial Services
Experience
James N. Ball & Company January 2014 - Present
Ball Financial Services November 2009 - January 2014
PNC Global Investment Servicing March 2008 - November 2009
PFPC December 2006 - March 2008
Skills
Customer Relations, Customer Service, Attention To Detail, Operational Efficiency, Time Management, Mutual Funds, Investments, Accounting, Financial Analysis, Data Analysis, Financial Reporting, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Finance, Account Reconciliation, Management
Education
Assumption College 2012 — 2017
Bachelor of Business Administration (B.B.A.), Accounting
The George Washington University 2000 — 2002
Business Administration & Accounting
Westborough High School 1997 — 2000
James N. Ball & Company January 2014 - Present
Ball Financial Services November 2009 - January 2014
PNC Global Investment Servicing March 2008 - November 2009
PFPC December 2006 - March 2008
Skills
Customer Relations, Customer Service, Attention To Detail, Operational Efficiency, Time Management, Mutual Funds, Investments, Accounting, Financial Analysis, Data Analysis, Financial Reporting, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Finance, Account Reconciliation, Management
Education
Assumption College 2012 — 2017
Bachelor of Business Administration (B.B.A.), Accounting
The George Washington University 2000 — 2002
Business Administration & Accounting
Westborough High School 1997 — 2000
Frank Heavey's PNC Global Investment Servicing Experience 2000 - 2010
Job Executive Director at Expect Miracles Foundation Financial Services Against Cancer
Industry Financial Services
Experience
Expect Miracles Foundation - Financial Services Against Cancer June 2014 - Present
Expect Miracles Foundation - Financial Services Against Cancer October 2013 - June 2014
SalesFocus Solutions November 2012 - October 2013
Actiance, Inc. March 2012 - November 2012
BNY Mellon 2010 - March 2012
PNC Global Investment Servicing 2000 - 2010
Automated Business Development Corp. 1999 - 2000
Bancroft School 1996 - 1999
St. James School 1989 - 1995
Skills
Solution Selling, Sales Management, Complex Sales, New Business Development, Client Retention, Value-based Selling, Launching Of New..., Product Management, Contract Negotiation, Product Demonstration, SaaS, Mutual Funds, Compliance, FINRA, Social Media, Unified Communications, Salesforce.com, Social Collaboration, Financial Services, Marketing, Broker-Dealer, Relationship Management, Customer Retention, Sales Process, Lead Generation, Management, Securities, Selling, Sales, Strategic Partnerships, Hedge Funds, Direct Sales, Fundraising, Non-profit Leadership, Executive Management, Asset Management
Education
Harvard University 1995 — 1996
Masters, Education
Connecticut College 1985 — 1989
BA, History
Lincoln Sudbury Regional High School 1981 — 1985
Expect Miracles Foundation - Financial Services Against Cancer June 2014 - Present
Expect Miracles Foundation - Financial Services Against Cancer October 2013 - June 2014
SalesFocus Solutions November 2012 - October 2013
Actiance, Inc. March 2012 - November 2012
BNY Mellon 2010 - March 2012
PNC Global Investment Servicing 2000 - 2010
Automated Business Development Corp. 1999 - 2000
Bancroft School 1996 - 1999
St. James School 1989 - 1995
Skills
Solution Selling, Sales Management, Complex Sales, New Business Development, Client Retention, Value-based Selling, Launching Of New..., Product Management, Contract Negotiation, Product Demonstration, SaaS, Mutual Funds, Compliance, FINRA, Social Media, Unified Communications, Salesforce.com, Social Collaboration, Financial Services, Marketing, Broker-Dealer, Relationship Management, Customer Retention, Sales Process, Lead Generation, Management, Securities, Selling, Sales, Strategic Partnerships, Hedge Funds, Direct Sales, Fundraising, Non-profit Leadership, Executive Management, Asset Management
Education
Harvard University 1995 — 1996
Masters, Education
Connecticut College 1985 — 1989
BA, History
Lincoln Sudbury Regional High School 1981 — 1985
Thomas Sholes Thomas Sholes's PNC Global Investment Servicing Experience 2000 - 2010
Job Managing Director at Pershing
Industry Financial Services
Experience
Pershing July 2010 - Present
PNC Global Investment Servicing 2000 - 2010
Federated Investors, Inc. 1986 - 1999
Education
Carnegie Mellon University - Tepper School of Business
Master of Business Administration (M.B.A.), Finance and Marketing
Penn State University
Bachelor of Science (B.S.), Finance
Pershing July 2010 - Present
PNC Global Investment Servicing 2000 - 2010
Federated Investors, Inc. 1986 - 1999
Education
Carnegie Mellon University - Tepper School of Business
Master of Business Administration (M.B.A.), Finance and Marketing
Penn State University
Bachelor of Science (B.S.), Finance
Glenn Brynan Glenn Brynan's PNC Global Investment Servicing Experience March 2002 - July 2010
Job Vice President at BNY Mellon
Industry Financial Services
Experience
BNY Mellon July 2010 - Present
PNC Global Investment Servicing March 2002 - July 2010
First Data Corporation January 1998 - March 2002
FPS Services, Inc. April 1985 - January 1998
Skills
Project Management, Account Reconciliation, Mutual Funds, Operations Management, Problem Solving, Financial Analysis, Analytical Skills, Microsoft Excel, ETFs, Business Analysis, Financial Services, Transfer Agency, Fund Accounting, Accounting, Process Improvement, Settlement, Hedge Funds, Asset Management, Fixed Income, Equities, Banking, Risk Management, Investments, Bloomberg
Education
Drexel University 1979 — 1981
N/A, Accounting and Business/Management
Central High School 1975 — 1979
Academic
BNY Mellon July 2010 - Present
PNC Global Investment Servicing March 2002 - July 2010
First Data Corporation January 1998 - March 2002
FPS Services, Inc. April 1985 - January 1998
Skills
Project Management, Account Reconciliation, Mutual Funds, Operations Management, Problem Solving, Financial Analysis, Analytical Skills, Microsoft Excel, ETFs, Business Analysis, Financial Services, Transfer Agency, Fund Accounting, Accounting, Process Improvement, Settlement, Hedge Funds, Asset Management, Fixed Income, Equities, Banking, Risk Management, Investments, Bloomberg
Education
Drexel University 1979 — 1981
N/A, Accounting and Business/Management
Central High School 1975 — 1979
Academic
Joan Messina, MBA Joan Messina, MBA's PNC Global Investment Servicing Experience June 2007 - October 2008
Job Sr. Financial Analyst at First Data Corporation
Industry Financial Services
Experience
First Data Corporation March 2014 - Present
Siemens March 2012 - March 2014
AT&T Mobility February 2011 - March 2012
Accurate Tax Solutions December 2010 - March 2011
T. Rowe Price October 2008 - October 2010
PNC Global Investment Servicing June 2007 - October 2008
AIG Marketing September 2005 - November 2006
Skills
Accounting, SAP, Peachtree, Investments, QuickBooks, Financial Modeling, Microsoft Excel, Business Objects, Sarbanes-Oxley Act, General Ledger, Financial Reporting, Account Reconciliation, Financial Analysis, Variance Analysis, Cash Management, Access, Finance, Process Improvement, Auditing, Analysis, Financial Statements, Hyperion, Consolidation, Budgets, Forecasting, Financial Forecasting
Education
Wilmington University 2011 — 2011
M.B.A., Management Information Systems
Wilmington University 2003 — 2005
B.S., Finance
Goldey-Beacom College 2001 — 2002
A.S., Accounting
First Data Corporation March 2014 - Present
Siemens March 2012 - March 2014
AT&T Mobility February 2011 - March 2012
Accurate Tax Solutions December 2010 - March 2011
T. Rowe Price October 2008 - October 2010
PNC Global Investment Servicing June 2007 - October 2008
AIG Marketing September 2005 - November 2006
Skills
Accounting, SAP, Peachtree, Investments, QuickBooks, Financial Modeling, Microsoft Excel, Business Objects, Sarbanes-Oxley Act, General Ledger, Financial Reporting, Account Reconciliation, Financial Analysis, Variance Analysis, Cash Management, Access, Finance, Process Improvement, Auditing, Analysis, Financial Statements, Hyperion, Consolidation, Budgets, Forecasting, Financial Forecasting
Education
Wilmington University 2011 — 2011
M.B.A., Management Information Systems
Wilmington University 2003 — 2005
B.S., Finance
Goldey-Beacom College 2001 — 2002
A.S., Accounting
Kim Julian Kim Julian's PNC Global Investment Servicing Experience September 2008 - July 2010
Job Marketing Professional at BNY Mellon
Industry Financial Services
Experience
BNY Mellon July 2010 - Present
PNC Global Investment Servicing September 2008 - July 2010
United Electric Supply August 2007 - September 2008
Education
Goldey Beacom College 1985 — 1989
B.S., Marketing Management
BNY Mellon July 2010 - Present
PNC Global Investment Servicing September 2008 - July 2010
United Electric Supply August 2007 - September 2008
Education
Goldey Beacom College 1985 — 1989
B.S., Marketing Management
Gregory Schoen's PNC Global Investment Servicing Experience March 1999 - April 2002
Job Senior Business Analyst at Automated Financial Systems, Inc. (AFS)
Industry Computer Software
Experience
Automated Financial Systems, Inc. (AFS) December 2010 - Present
Barclaycard July 2010 - December 2010
Fidelity Investments August 2009 - July 2010
Oracle August 2007 - May 2009
CheckFree April 2003 - August 2007
PNC Global Investment Servicing March 1999 - April 2002
Skills
Business Analysis, SDLC, Business Requirements, Requirements Gathering, Requirements Analysis, Process Engineering, Process Improvement, Data Analysis, Business Process..., Documentation, Testing, Banking, Analysis, Crystal Reports, Problem Solving, Software Implementation, Software Documentation, SQL, Access, Program Management, Agile Methodologies, CRM, Visio, Quality Assurance, MS Project, Project Management, Integration, Vendor Management, Databases, Enterprise Software, IT Strategy, Change Management, Financial Services, Oracle, Cross-functional Team..., Software Project..., Business Process, XML, PMP, Consulting, SharePoint, Training, Strategy, Management, Leadership, .NET, User Acceptance Testing, Business Intelligence, Software Development, Systems Analysis
Education
University of Delaware 1987 — 1991
BA, History, Political Science
Christiana High School 1985 — 1987
St. James High School 1983 — 1985
Automated Financial Systems, Inc. (AFS) December 2010 - Present
Barclaycard July 2010 - December 2010
Fidelity Investments August 2009 - July 2010
Oracle August 2007 - May 2009
CheckFree April 2003 - August 2007
PNC Global Investment Servicing March 1999 - April 2002
Skills
Business Analysis, SDLC, Business Requirements, Requirements Gathering, Requirements Analysis, Process Engineering, Process Improvement, Data Analysis, Business Process..., Documentation, Testing, Banking, Analysis, Crystal Reports, Problem Solving, Software Implementation, Software Documentation, SQL, Access, Program Management, Agile Methodologies, CRM, Visio, Quality Assurance, MS Project, Project Management, Integration, Vendor Management, Databases, Enterprise Software, IT Strategy, Change Management, Financial Services, Oracle, Cross-functional Team..., Software Project..., Business Process, XML, PMP, Consulting, SharePoint, Training, Strategy, Management, Leadership, .NET, User Acceptance Testing, Business Intelligence, Software Development, Systems Analysis
Education
University of Delaware 1987 — 1991
BA, History, Political Science
Christiana High School 1985 — 1987
St. James High School 1983 — 1985
Per Gyllstrom Per Gyllstrom's PNC Global Investment Servicing Experience January 2007 - June 2010
Job Chief Architect at EnerNOC Inc
Industry Computer Software
Experience
EnerNOC August 2011 - Present
Bridge Energy Group May 2010 - July 2011
PNC Global Investment Servicing January 2007 - June 2010
PFPC Worldwide Inc. June 2002 - January 2007
Platinum Technology/CA August 1998 - June 2002
Ernst & Young LLP July 1997 - August 1998
Xerox Corporation August 1994 - August 1997
Digital Equipment Corporation August 1987 - August 1994
AT&T Bell Laboratories August 1982 - August 1987
AB Teleplan, Sweden August 1980 - August 1982
Skills
Enterprise Architecture, SOA, IT Strategy, Integration, Software Development, SaaS, Business Intelligence, Cloud Computing, Architecture, Web Services, Agile Methodologies, Distributed Systems, Strategy, Agile Project Management, Software Development..., SDLC, Technical Leadership, CRM, Databases, IT Management, Software Design, Oracle, Solution Architecture, Management, Scrum, Software Engineering, Program Management, Java Enterprise Edition, Business Analysis, Business Process, Data Warehousing, Product Management, Architectures, OOP, Requirements Analysis
Education
University of Iowa 1975 — 1982
Ph. D., Computer Science
Uppsala University 1970 — 1974
Fil. Kand., Computer Science
EnerNOC August 2011 - Present
Bridge Energy Group May 2010 - July 2011
PNC Global Investment Servicing January 2007 - June 2010
PFPC Worldwide Inc. June 2002 - January 2007
Platinum Technology/CA August 1998 - June 2002
Ernst & Young LLP July 1997 - August 1998
Xerox Corporation August 1994 - August 1997
Digital Equipment Corporation August 1987 - August 1994
AT&T Bell Laboratories August 1982 - August 1987
AB Teleplan, Sweden August 1980 - August 1982
Skills
Enterprise Architecture, SOA, IT Strategy, Integration, Software Development, SaaS, Business Intelligence, Cloud Computing, Architecture, Web Services, Agile Methodologies, Distributed Systems, Strategy, Agile Project Management, Software Development..., SDLC, Technical Leadership, CRM, Databases, IT Management, Software Design, Oracle, Solution Architecture, Management, Scrum, Software Engineering, Program Management, Java Enterprise Edition, Business Analysis, Business Process, Data Warehousing, Product Management, Architectures, OOP, Requirements Analysis
Education
University of Iowa 1975 — 1982
Ph. D., Computer Science
Uppsala University 1970 — 1974
Fil. Kand., Computer Science
Tucker Boyer Tucker Boyer's PNC Global Investment Servicing Experience January 2008 - September 2008
Job at Rockit Solutions LLC
Industry Financial Services
Experience
Rockit Solutions LLC March 2011 - Present
GlobeOp Financial Services September 2008 - March 2011
PNC Global Investment Servicing January 2008 - September 2008
PNC Global Investment Servicing June 2005 - December 2007
Skills
Accounting, Microsoft Excel, Fund Accounting, Mutual Funds, Financial Reporting, Financial Analysis, Investments, Equities, Finance, Hedge Funds, Account Reconciliation, Financial Modeling, Valuation
Education
The University of Connecticut School of Business 2008 — 2011
MBA, Finance
Saint Joseph's University - Erivan K. Haub School of Business 2001 — 2005
BS, Finance
Rockit Solutions LLC March 2011 - Present
GlobeOp Financial Services September 2008 - March 2011
PNC Global Investment Servicing January 2008 - September 2008
PNC Global Investment Servicing June 2005 - December 2007
Skills
Accounting, Microsoft Excel, Fund Accounting, Mutual Funds, Financial Reporting, Financial Analysis, Investments, Equities, Finance, Hedge Funds, Account Reconciliation, Financial Modeling, Valuation
Education
The University of Connecticut School of Business 2008 — 2011
MBA, Finance
Saint Joseph's University - Erivan K. Haub School of Business 2001 — 2005
BS, Finance
Ashlee Keyser Ashlee Keyser's PNC Global Investment Servicing Experience September 2009 - April 2011
Job Private Banking Project Management Office, Implementation Specialist at SEI
Industry Financial Services
Experience
SEI October 2012 - Present
SEI April 2011 - October 2012
PNC Global Investment Servicing September 2009 - April 2011
SunGard Higher Education January 2006 - August 2008
Skills
Financial Services, Mutual Funds, Securities, Business Analysis, Hedge Funds, Banking, Portfolio Management, Asset Management, Wealth Management, Alternative Investments, Process Improvement
Education
Saint Joseph's University 2010 — 2014
Master of Business Administration (M.B.A.), Finance
Eastern University 2001 — 2005
B.A., Marketing
SEI October 2012 - Present
SEI April 2011 - October 2012
PNC Global Investment Servicing September 2009 - April 2011
SunGard Higher Education January 2006 - August 2008
Skills
Financial Services, Mutual Funds, Securities, Business Analysis, Hedge Funds, Banking, Portfolio Management, Asset Management, Wealth Management, Alternative Investments, Process Improvement
Education
Saint Joseph's University 2010 — 2014
Master of Business Administration (M.B.A.), Finance
Eastern University 2001 — 2005
B.A., Marketing
Jermaine Clarke, MBA's PNC Global Investment Servicing Experience May 2007 - May 2009
Job Graduate Academic Advisor: J. Mack Robinson College of Business at Georgia State University
Industry Higher Education
Experience
Georgia State University January 2015 - Present
Delaware State University January 2013 - August 2014
Delaware State University May 2011 - January 2013
Delaware State University: Office of Mentoring and Advising August 2010 - May 2011
PNC Global Investment Servicing May 2007 - May 2009
ING Direct, fsb November 2006 - April 2007
Skills
Program Management, Higher Education, Management, PowerPoint, Banking, Data Analysis, Microsoft Office, Grant Writing, Leadership, Marketing, Team Leadership, Customer Service, Microsoft Excel, Project Planning, Recruiting, Staff Development, Time Management
Education
Delaware State University 2009 — 2011
Masters In Business Administration, Management
Georgia State University January 2015 - Present
Delaware State University January 2013 - August 2014
Delaware State University May 2011 - January 2013
Delaware State University: Office of Mentoring and Advising August 2010 - May 2011
PNC Global Investment Servicing May 2007 - May 2009
ING Direct, fsb November 2006 - April 2007
Skills
Program Management, Higher Education, Management, PowerPoint, Banking, Data Analysis, Microsoft Office, Grant Writing, Leadership, Marketing, Team Leadership, Customer Service, Microsoft Excel, Project Planning, Recruiting, Staff Development, Time Management
Education
Delaware State University 2009 — 2011
Masters In Business Administration, Management
Gloria Redfearn-Moss Gloria Redfearn-Moss's PNC Global Investment Servicing Experience November 1998 - June 2009
Job Financial Services Professional
Industry Financial Services
Experience
Kforce for HSBC January 2014 - May 2014
Self Employed January 1998 - April 2014
Administrative Office of the Courts of DE May 2012 - May 2013
Randstad July 2011 - January 2012
RBC Wealth Management July 2010 - November 2010
PNC Global Investment Servicing November 1998 - June 2009
Skills
Financial Planning/...
Education
Cheyney University of Pennsylvania 1989 — 1992
Bachelor of Science (BASc), Business Administration /Accounting
Chester High School Chester, PA
Kforce for HSBC January 2014 - May 2014
Self Employed January 1998 - April 2014
Administrative Office of the Courts of DE May 2012 - May 2013
Randstad July 2011 - January 2012
RBC Wealth Management July 2010 - November 2010
PNC Global Investment Servicing November 1998 - June 2009
Skills
Financial Planning/...
Education
Cheyney University of Pennsylvania 1989 — 1992
Bachelor of Science (BASc), Business Administration /Accounting
Chester High School Chester, PA
Tim Calderara's PNC Global Investment Servicing Experience December 2005 - January 2009
Job Emerging Leader at Accenture
Industry Information Technology and Services
Experience
Accenture May 2015 - August 2015
Accenture July 2012 - May 2015
Accenture August 2009 - July 2012
PNC Global Investment Servicing December 2005 - January 2009
PFPC February 2001 - December 2005
Dreyfus Transfer Inc/ Boston Financial Data Services June 1998 - February 2001
First Data Corporation January 1994 - June 1998
Skills
Business Analysis, Software Documentation, Program Management, Analysis, Requirements Gathering, Cross-functional Team..., Project Management, Management, SDLC, Business Requirements, Business Process, Marketing Strategy, Leadership, Marketing, SQL, Testing, Process Improvement, Event Planning, Event Management, Customer Analysis, SSO, Requirements Analysis, Vendor Management, Adaptive Authentication..., Single Sign-on, Customer Profiling, Advanced Persistent..., User Acceptance Testing, Databases, Financial Services, Diagramming, Business Process..., Visio, Systems Analysis, Consulting, Data Governance
Education
Bryant University 2009 — 2009
Business Analysis Certification Program
Rhode Island College 1983 — 1988
B.A, Mass Communication
Accenture May 2015 - August 2015
Accenture July 2012 - May 2015
Accenture August 2009 - July 2012
PNC Global Investment Servicing December 2005 - January 2009
PFPC February 2001 - December 2005
Dreyfus Transfer Inc/ Boston Financial Data Services June 1998 - February 2001
First Data Corporation January 1994 - June 1998
Skills
Business Analysis, Software Documentation, Program Management, Analysis, Requirements Gathering, Cross-functional Team..., Project Management, Management, SDLC, Business Requirements, Business Process, Marketing Strategy, Leadership, Marketing, SQL, Testing, Process Improvement, Event Planning, Event Management, Customer Analysis, SSO, Requirements Analysis, Vendor Management, Adaptive Authentication..., Single Sign-on, Customer Profiling, Advanced Persistent..., User Acceptance Testing, Databases, Financial Services, Diagramming, Business Process..., Visio, Systems Analysis, Consulting, Data Governance
Education
Bryant University 2009 — 2009
Business Analysis Certification Program
Rhode Island College 1983 — 1988
B.A, Mass Communication
John Reardon's PNC Global Investment Servicing Experience July 2003 - January 2013
Job
Industry Financial Services
Experience
PNC Global Investment Servicing July 2003 - January 2013
PFPC, Inc. January 2000 - June 2003
First Data Investor Services Group July 1995 - December 1999
440 Financial 1993 - 1995
Deloitte & Touche September 1989 - November 1993
Skills
Strategic Financial..., Financial Services, Financial Reporting, Managerial Finance, Accounting, Finance, Internal Controls, Databases, Capital Budgeting, Forecasting, Operating Budgets, US GAAP, Business Valuation, NPV, IRR, Cash Flow Forecasting, General Ledger, Cost Benefit, Financial Planning, Financial Analysis
Education
Babson College - Franklin W. Olin Graduate School of Business 2000 — 2004
Master of Business Administration (M.B.A.), Business Administration and Management, General
Babson College 1985 — 1989
Bachelor's degree, Finance/Investments
PNC Global Investment Servicing July 2003 - January 2013
PFPC, Inc. January 2000 - June 2003
First Data Investor Services Group July 1995 - December 1999
440 Financial 1993 - 1995
Deloitte & Touche September 1989 - November 1993
Skills
Strategic Financial..., Financial Services, Financial Reporting, Managerial Finance, Accounting, Finance, Internal Controls, Databases, Capital Budgeting, Forecasting, Operating Budgets, US GAAP, Business Valuation, NPV, IRR, Cash Flow Forecasting, General Ledger, Cost Benefit, Financial Planning, Financial Analysis
Education
Babson College - Franklin W. Olin Graduate School of Business 2000 — 2004
Master of Business Administration (M.B.A.), Business Administration and Management, General
Babson College 1985 — 1989
Bachelor's degree, Finance/Investments
Shannon Ricks Shannon Ricks's PNC Global Investment Servicing Experience September 2007 - February 2009
Job Service Professional
Industry Consumer Services
Experience
Trion Group May 2013 - October 2013
Prudential July 2012 - March 2013
Aetna September 2011 - February 2012
Westinghouse Lighting September 2010 - July 2011
PNC Global Investment Servicing September 2007 - February 2009
PNC Global Investment Servicing February 2006 - September 2007
Fleet Credit Card Services January 2001 - January 2005
Skills
Insurance, General Insurance, Underwriting, Health Insurance, Claim, Claims Management, Customer Service, Customer Support, Collections, Sales, Life Insurance, Quality Assurance, Training, Mentoring, Credit Cards, Mutual Funds, Credit Risk, Retail, Manufacturing, Lighting, Microsoft Office, Typing, Call Centers, Call Monitoring, New Hire Orientations
Education
Springhouse Computer School 2002 — 2003
Microsoft Office Certification, Microsoft Office Suite
Saint Maria Goretti H.S. for Girls 1992 — 1996
High School Diploma, Academics
Community College of Philadelphia
Rasmussen College Online Ocala
Business Administration, Management and Operations
Trion Group May 2013 - October 2013
Prudential July 2012 - March 2013
Aetna September 2011 - February 2012
Westinghouse Lighting September 2010 - July 2011
PNC Global Investment Servicing September 2007 - February 2009
PNC Global Investment Servicing February 2006 - September 2007
Fleet Credit Card Services January 2001 - January 2005
Skills
Insurance, General Insurance, Underwriting, Health Insurance, Claim, Claims Management, Customer Service, Customer Support, Collections, Sales, Life Insurance, Quality Assurance, Training, Mentoring, Credit Cards, Mutual Funds, Credit Risk, Retail, Manufacturing, Lighting, Microsoft Office, Typing, Call Centers, Call Monitoring, New Hire Orientations
Education
Springhouse Computer School 2002 — 2003
Microsoft Office Certification, Microsoft Office Suite
Saint Maria Goretti H.S. for Girls 1992 — 1996
High School Diploma, Academics
Community College of Philadelphia
Rasmussen College Online Ocala
Business Administration, Management and Operations
Julie Scungio Julie Scungio's PNC Global Investment Servicing Experience May 1996 - April 2002
Job Business Analyst Consultant II at BNY Mellon Asset Servicing
Industry Financial Services
Experience
BNY Mellon Asset Servicing* April 2002 - Present
PNC Global Investment Servicing May 1996 - April 2002
First Data Corporation - The Shareholder Services Group February 1994 - May 1996
Skills
Testing, SDLC, Analysis, Business Requirements, Project Management, Data Analysis, Leadership, Financial Services, System Testing, Mutual Funds, Mergers & Acquisitions, Trading, Account Reconciliation, Data Conversion, Requirements Gathering
Education
Bryant University 1985 — 1989
BS
BNY Mellon Asset Servicing* April 2002 - Present
PNC Global Investment Servicing May 1996 - April 2002
First Data Corporation - The Shareholder Services Group February 1994 - May 1996
Skills
Testing, SDLC, Analysis, Business Requirements, Project Management, Data Analysis, Leadership, Financial Services, System Testing, Mutual Funds, Mergers & Acquisitions, Trading, Account Reconciliation, Data Conversion, Requirements Gathering
Education
Bryant University 1985 — 1989
BS
Andrew Magnotta Andrew Magnotta's PNC Global Investment Servicing Experience March 2008 - July 2010
Job Sr. CRM Consultant at Altai Systems
Industry Information Technology and Services
Experience
Altai Systems October 2013 - Present
Customer Effective July 2010 - October 2013
Customer Effective July 2010 - January 2012
PNC Global Investment Servicing March 2008 - July 2010
PNC Global Investment Servicing April 2006 - March 2008
PNC Global Investment Servicing March 2005 - April 2006
Focus Investment Group 2002 - 2005
Skills
Business Analysis, Business Intelligence, SharePoint, Requirements Analysis, Software Project..., Integration, Microsoft CRM, Business Process, Microsoft SQL Server, CRM, Project Management, SQL, Solution Selling, UML, Databases, Visio, Enterprise Architecture
Education
Lehigh University 1998 — 2002
BS, Information Systems
Altai Systems October 2013 - Present
Customer Effective July 2010 - October 2013
Customer Effective July 2010 - January 2012
PNC Global Investment Servicing March 2008 - July 2010
PNC Global Investment Servicing April 2006 - March 2008
PNC Global Investment Servicing March 2005 - April 2006
Focus Investment Group 2002 - 2005
Skills
Business Analysis, Business Intelligence, SharePoint, Requirements Analysis, Software Project..., Integration, Microsoft CRM, Business Process, Microsoft SQL Server, CRM, Project Management, SQL, Solution Selling, UML, Databases, Visio, Enterprise Architecture
Education
Lehigh University 1998 — 2002
BS, Information Systems
Leonard Garber Leonard Garber's PNC Global Investment Servicing Experience 2001 - January 2009
Job Founder Sage Landing
Industry Computer Software
Experience
Sage Landing February 2009 - Present
PNC Financial Services Group February 2001 - January 2009
PNC Global Investment Servicing 2001 - January 2009
Lotus Architected Solutions Group 1997 - 2000
Lotus Corporation 1989 - 2000
AICorp 1985 - 1989
Computervision 1981 - 1985
Skills
Software Development, Agile, XML, JavaScript, Databases, Agile Methodologies, SQL, Requirements Analysis, Java, Microsoft SQL Server, Software Engineering, Enterprise Architecture, E-commerce, Software Design, Web Services, Scrum, Python, SDLC, SOA, DB2, Software Project..., Visio, Business Intelligence, Business Analysis, Oracle, Websphere, SharePoint, Agile Project Management, Architecture, Object Oriented Design, Java Enterprise Edition, System Architecture, UML, Solution Architecture, Data Modeling, Visual Studio, Requirements Gathering, Eclipse, Integration, SaaS, Unix, Enterprise Software, Cloud Computing, Data Warehousing, IT Strategy, Perl, Linux
Education
University of Massachusetts, Amherst 1979 — 1981
Master of Science (MS), Computer and Information Science
Brandeis University 1974 — 1978
BS, Biology
Hebrew Prozdoor
Hebrew Prozdoor
Sage Landing February 2009 - Present
PNC Financial Services Group February 2001 - January 2009
PNC Global Investment Servicing 2001 - January 2009
Lotus Architected Solutions Group 1997 - 2000
Lotus Corporation 1989 - 2000
AICorp 1985 - 1989
Computervision 1981 - 1985
Skills
Software Development, Agile, XML, JavaScript, Databases, Agile Methodologies, SQL, Requirements Analysis, Java, Microsoft SQL Server, Software Engineering, Enterprise Architecture, E-commerce, Software Design, Web Services, Scrum, Python, SDLC, SOA, DB2, Software Project..., Visio, Business Intelligence, Business Analysis, Oracle, Websphere, SharePoint, Agile Project Management, Architecture, Object Oriented Design, Java Enterprise Edition, System Architecture, UML, Solution Architecture, Data Modeling, Visual Studio, Requirements Gathering, Eclipse, Integration, SaaS, Unix, Enterprise Software, Cloud Computing, Data Warehousing, IT Strategy, Perl, Linux
Education
University of Massachusetts, Amherst 1979 — 1981
Master of Science (MS), Computer and Information Science
Brandeis University 1974 — 1978
BS, Biology
Hebrew Prozdoor
Hebrew Prozdoor
jim stone jim stone's PNC Global Investment Servicing Experience April 2008 - February 2010
Job Principal Software Engineer at EMC
Industry Information Services
Experience
EMC March 2015 - Present
Eliassen at Fidelity Investments October 2014 - March 2015
EMC October 2011 - October 2014
Fidelity Investments - Veritude May 2011 - October 2011
EMC February 2010 - May 2011
PNC Global Investment Servicing April 2008 - February 2010
Amica July 2007 - April 2008
Fidelity Investments August 1997 - July 2007
CVS Pharmacy April 1995 - August 1997
Allmerica Financial November 1993 - April 1995
Skills
Spring, Java Enterprise Edition, Agile Methodologies, Java, Scrum, Web Services, SDLC, Oracle, Tomcat, Servlets, Web Applications, EJB, Websphere, Enterprise Architecture, REST, JMS, Spring Framework, Software Engineering, Software Development, Spring Batch, Linux, PL/SQL, Spring Integration, Objective-C, J2EE, JBOSS 7, EJB 3.1, Bash, Voice Response Unit, VRU, Spring Boot, RabbitMQ
Education
Bryant University 1982 — 1986
Bachelor of Science, Computer Information Systems
Blackstone-Millville Regional High School 1972 — 1982
EMC March 2015 - Present
Eliassen at Fidelity Investments October 2014 - March 2015
EMC October 2011 - October 2014
Fidelity Investments - Veritude May 2011 - October 2011
EMC February 2010 - May 2011
PNC Global Investment Servicing April 2008 - February 2010
Amica July 2007 - April 2008
Fidelity Investments August 1997 - July 2007
CVS Pharmacy April 1995 - August 1997
Allmerica Financial November 1993 - April 1995
Skills
Spring, Java Enterprise Edition, Agile Methodologies, Java, Scrum, Web Services, SDLC, Oracle, Tomcat, Servlets, Web Applications, EJB, Websphere, Enterprise Architecture, REST, JMS, Spring Framework, Software Engineering, Software Development, Spring Batch, Linux, PL/SQL, Spring Integration, Objective-C, J2EE, JBOSS 7, EJB 3.1, Bash, Voice Response Unit, VRU, Spring Boot, RabbitMQ
Education
Bryant University 1982 — 1986
Bachelor of Science, Computer Information Systems
Blackstone-Millville Regional High School 1972 — 1982
Jennifer Kern Jennifer Kern's PNC Global Investment Servicing Experience June 2008 - January 2010
Job Vice President, Client Services at BNY Mellon
Industry Financial Services
Experience
BNY Mellon May 2011 - Present
BNY Mellon January 2010 - May 2011
PNC Global Investment Servicing June 2008 - January 2010
Iron Mountain April 2007 - June 2008
PNC Global Investment Servicing February 2002 - April 2007
Skills
Health Savings Accounts, Employee Benefits, Invoicing, Mutual Funds, Account Management, Securities, Financial Services
Education
Saint Joseph's University 2009 — 2013
MS, Organization Development and Leadership
Chestnut Hill College
BS, Finance
BNY Mellon May 2011 - Present
BNY Mellon January 2010 - May 2011
PNC Global Investment Servicing June 2008 - January 2010
Iron Mountain April 2007 - June 2008
PNC Global Investment Servicing February 2002 - April 2007
Skills
Health Savings Accounts, Employee Benefits, Invoicing, Mutual Funds, Account Management, Securities, Financial Services
Education
Saint Joseph's University 2009 — 2013
MS, Organization Development and Leadership
Chestnut Hill College
BS, Finance
Alexander Bockler Alexander Bockler's PNC Global Investment Servicing Experience July 2008 - July 2010
Job FAA Nav Operations Analyst at BNY Mellon
Industry Financial Services
Experience
BNY Mellon July 2011 - Present
BNY Mellon July 2010 - May 2011
PNC Global Investment Servicing July 2008 - July 2010
Airnet Broadband Media May 2005 - May 2008
Skills
Microsoft Excel, Microsoft Office, SQL, PowerPoint, Bloomberg Terminal, Bloomberg, Financial Analysis, Financial Reporting, Financial Modeling, Qualitative Research, Accounting, Analysis, Account Reconciliation, Investments
Education
La Salle University 2004 — 2008
Bachelor of Science (BS), Finance
La Salle University - School of Business Administration 2004 — 2008
Bachelor of Science, Business Finance
BNY Mellon July 2011 - Present
BNY Mellon July 2010 - May 2011
PNC Global Investment Servicing July 2008 - July 2010
Airnet Broadband Media May 2005 - May 2008
Skills
Microsoft Excel, Microsoft Office, SQL, PowerPoint, Bloomberg Terminal, Bloomberg, Financial Analysis, Financial Reporting, Financial Modeling, Qualitative Research, Accounting, Analysis, Account Reconciliation, Investments
Education
La Salle University 2004 — 2008
Bachelor of Science (BS), Finance
La Salle University - School of Business Administration 2004 — 2008
Bachelor of Science, Business Finance
Susan Hurr-Nanoski Susan Hurr-Nanoski's PNC Global Investment Servicing Experience July 1997 - July 2009
Job Section Manager at BNY Mellon Asset Servicing
Industry Financial Services
Experience
BNY Mellon Asset Servicing October 2010 - Present
Lincoln Investment Planning January 2010 - October 2010
PNC Global Investment Servicing July 1997 - July 2009
Skills
Financial Services, Mutual Funds, Relationship Management, Investments, Asset Management, Fixed Income, Securities, Process Improvement, Risk Management
Education
Temple University 1986 — 1991
BNY Mellon Asset Servicing October 2010 - Present
Lincoln Investment Planning January 2010 - October 2010
PNC Global Investment Servicing July 1997 - July 2009
Skills
Financial Services, Mutual Funds, Relationship Management, Investments, Asset Management, Fixed Income, Securities, Process Improvement, Risk Management
Education
Temple University 1986 — 1991
Jeff Yocom Jeff Yocom's PNC Global Investment Servicing Experience 1999 - 2006
Job Senior Director, Product Delivery at The Advisory Board Company
Industry Information Technology and Services
Experience
The Advisory Board Company October 2012 - Present
ActiveStrategy, Inc. January 2012 - November 2012
ActiveStrategy, Inc January 2007 - December 2011
E-Brilliance, Inc February 2006 - December 2006
PFPC, Inc March 1999 - March 2006
PNC Global Investment Servicing 1999 - 2006
The Vanguard Group 1993 - 1998
Skills
Program Management, Product Management, Agile Methodologies, Business Analysis, SDLC, Process Improvement, Mutual Funds, Requirements Analysis, Project Management, Software Development, Enterprise Software, Vendor Management, Visio, Salesforce.com, Software Project..., Team Building, Balanced Scorecard, Requirements Gathering, Account Management, Analytics, Business Intelligence, CRM, Change Management, Customer Satisfaction, Financial Services, Quality Assurance, SQL, Strategy
Education
Penn State University 1988 — 1993
The Advisory Board Company October 2012 - Present
ActiveStrategy, Inc. January 2012 - November 2012
ActiveStrategy, Inc January 2007 - December 2011
E-Brilliance, Inc February 2006 - December 2006
PFPC, Inc March 1999 - March 2006
PNC Global Investment Servicing 1999 - 2006
The Vanguard Group 1993 - 1998
Skills
Program Management, Product Management, Agile Methodologies, Business Analysis, SDLC, Process Improvement, Mutual Funds, Requirements Analysis, Project Management, Software Development, Enterprise Software, Vendor Management, Visio, Salesforce.com, Software Project..., Team Building, Balanced Scorecard, Requirements Gathering, Account Management, Analytics, Business Intelligence, CRM, Change Management, Customer Satisfaction, Financial Services, Quality Assurance, SQL, Strategy
Education
Penn State University 1988 — 1993
Mandi (Townsend) Lermond, PMP's PNC Global Investment Servicing Experience January 2009 - June 2010
Job Corporate Services Strategic Business Partner at Nemours
Industry Hospital & Health Care
Experience
Nemours August 2014 - Present
Nemours August 2014 - Present
BNY Mellon October 2012 - July 2014
Foundry9 June 2012 - October 2012
BNY Mellon January 2009 - June 2012
PNC Global Investment Servicing January 2009 - June 2010
University of Delaware January 2004 - December 2008
Mount Sinai School of Medicine September 2001 - December 2003
Avaya March 1998 - September 2001
Rutgers University 1997 - 1998
Skills
Visio, SDLC, MS Project, Program Management, Troubleshooting, SharePoint, Project Management, IT Management, Information Technology, Communication, Client Service Oriented, Requirements Gathering, Business Requirements, Leadership, Management, PMO, Budgets, Disaster Recovery, Software Project..., Integration, Software Documentation, Requirements Analysis, IT Operations, IT Service Management, PMP, Risk Management, Project Portfolio..., Communication Skills
Education
Rutgers University-New Brunswick 1993 — 1997
Rutgers, The State University of New Jersey-New Brunswick 1993 — 1997
BA, Communication, Political Science
Nemours August 2014 - Present
Nemours August 2014 - Present
BNY Mellon October 2012 - July 2014
Foundry9 June 2012 - October 2012
BNY Mellon January 2009 - June 2012
PNC Global Investment Servicing January 2009 - June 2010
University of Delaware January 2004 - December 2008
Mount Sinai School of Medicine September 2001 - December 2003
Avaya March 1998 - September 2001
Rutgers University 1997 - 1998
Skills
Visio, SDLC, MS Project, Program Management, Troubleshooting, SharePoint, Project Management, IT Management, Information Technology, Communication, Client Service Oriented, Requirements Gathering, Business Requirements, Leadership, Management, PMO, Budgets, Disaster Recovery, Software Project..., Integration, Software Documentation, Requirements Analysis, IT Operations, IT Service Management, PMP, Risk Management, Project Portfolio..., Communication Skills
Education
Rutgers University-New Brunswick 1993 — 1997
Rutgers, The State University of New Jersey-New Brunswick 1993 — 1997
BA, Communication, Political Science
Elisabeth Browne Elisabeth Browne's PNC Global Investment Servicing Experience November 2007 - April 2009
Job Senior Financial Analyst at EMC
Industry Financial Services
Experience
EMC November 2014 - Present
EMC July 2011 - November 2014
BNY Mellon May 2009 - July 2011
PNC Global Investment Servicing November 2007 - April 2009
PNC Global Investment Servicing August 2006 - October 2007
PNC Global Investment Servicing June 2004 - July 2006
Skills
Analysis
Education
Bryant University 2000 — 2004
BS in Business Administration, Finance, Legal Studies
EMC November 2014 - Present
EMC July 2011 - November 2014
BNY Mellon May 2009 - July 2011
PNC Global Investment Servicing November 2007 - April 2009
PNC Global Investment Servicing August 2006 - October 2007
PNC Global Investment Servicing June 2004 - July 2006
Skills
Analysis
Education
Bryant University 2000 — 2004
BS in Business Administration, Finance, Legal Studies
Cyndie O'Brien's PNC Global Investment Servicing Experience 2005 - July 2010
Job Vice President, BNY Mellon
Industry Financial Services
Experience
BNY Mellon July 2010 - Present
PFPC Worldwide 2005 - Present
PNC Global Investment Servicing 2005 - July 2010
Affinity Wealth Management January 2001 - January 2005
Merrill Lynch January 1998 - December 2000
Skills
Mutual Funds, Securities, Hedge Funds, Equities, Financial Services, Portfolio Management, Fixed Income, Asset Management, Alternative Investments, Finance, Investments, Management, Banking, Derivatives, Financial Analysis, Risk Management, Bloomberg, Trading, Capital Markets, Business Analysis, Asset Allocation
Education
HIgh School - Fairwinds 1984 — 1988
Goldey-Beacom College
Bachelors, Economics
BNY Mellon July 2010 - Present
PFPC Worldwide 2005 - Present
PNC Global Investment Servicing 2005 - July 2010
Affinity Wealth Management January 2001 - January 2005
Merrill Lynch January 1998 - December 2000
Skills
Mutual Funds, Securities, Hedge Funds, Equities, Financial Services, Portfolio Management, Fixed Income, Asset Management, Alternative Investments, Finance, Investments, Management, Banking, Derivatives, Financial Analysis, Risk Management, Bloomberg, Trading, Capital Markets, Business Analysis, Asset Allocation
Education
HIgh School - Fairwinds 1984 — 1988
Goldey-Beacom College
Bachelors, Economics
Caroline Primus Caroline Primus's PNC Global Investment Servicing Experience February 2001 - February 2006
Job Financial Planning Consultant at First Command Financial Planning
Industry Financial Services
Experience
First Command Financial Services October 2011 - Present
First Command Financial Planning May 2011 - October 2011
First Command Financial Planning January 2011 - May 2011
PNC Global Invesment Servicing February 2006 - May 2009
PNC Global Investment Servicing February 2001 - February 2006
RTE Asset Management January 1992 - January 2001
Lincoln Investment Planning September 1985 - January 1992
Skills
FINRA Series 7, FINRA Series 66, Financial Services, Broker-Dealer, Customer Support, Mutual Funds, Retirement Benefits, Federal Employee..., Social Security Benefits, WealthStation, Investment Advisory..., Operations Management
Education
La Salle University - School of Business Administration 1994 — 2001
BS, Finance
Manor Junior College 1977 — 1979
Associate's degree, Business Administration and Management, General
First Command Financial Services October 2011 - Present
First Command Financial Planning May 2011 - October 2011
First Command Financial Planning January 2011 - May 2011
PNC Global Invesment Servicing February 2006 - May 2009
PNC Global Investment Servicing February 2001 - February 2006
RTE Asset Management January 1992 - January 2001
Lincoln Investment Planning September 1985 - January 1992
Skills
FINRA Series 7, FINRA Series 66, Financial Services, Broker-Dealer, Customer Support, Mutual Funds, Retirement Benefits, Federal Employee..., Social Security Benefits, WealthStation, Investment Advisory..., Operations Management
Education
La Salle University - School of Business Administration 1994 — 2001
BS, Finance
Manor Junior College 1977 — 1979
Associate's degree, Business Administration and Management, General
Michelle Teixeira Michelle Teixeira's PNC Global Investment Servicing Experience May 2007 - September 2012
Job Senior Business Analyst at BNY Mellon
Industry Financial Services
Experience
BNY Mellon October 2014 - Present
BNY Mellon September 2012 - October 2014
PNC Global Investment Servicing May 2007 - September 2012
PFPC Global Funds Services May 2004 - May 2007
PFPC May 2001 - May 2004
Putnam Investments May 2000 - April 2001
Skills
Mutual Funds, Tax Reporting, Team Management, Microsoft Office, Banking, Cost Basis Reporting, Procedure Development, Leadership, Accounting, Tax, Financial Services, Management, Time Management, Retirement, Customer Service, Financial Analysis, Team Leadership, Project Management, Business Analysis
Education
Dean College 2004 — 2006
Associate's degree, Accounting
UMass Dartmouth 1994 — 2000
Bachelor of Music, Music Theory and Composition
BNY Mellon October 2014 - Present
BNY Mellon September 2012 - October 2014
PNC Global Investment Servicing May 2007 - September 2012
PFPC Global Funds Services May 2004 - May 2007
PFPC May 2001 - May 2004
Putnam Investments May 2000 - April 2001
Skills
Mutual Funds, Tax Reporting, Team Management, Microsoft Office, Banking, Cost Basis Reporting, Procedure Development, Leadership, Accounting, Tax, Financial Services, Management, Time Management, Retirement, Customer Service, Financial Analysis, Team Leadership, Project Management, Business Analysis
Education
Dean College 2004 — 2006
Associate's degree, Accounting
UMass Dartmouth 1994 — 2000
Bachelor of Music, Music Theory and Composition
Ruth Koch-Ashton Ruth Koch-Ashton's PNC Global Investment Servicing Experience February 2002 - May 2004
Job Senior Programmer/Analyst at Tufts University
Industry Information Technology and Services
Experience
Tufts University October 2008 - Present
Sun Life Financial June 2004 - July 2008
PNC Global Investment Servicing February 2002 - May 2004
First Data Corporation March 1994 - February 2002
The Shareholder Services Group December 1989 - March 1994
Skills
Software Development, Databases, Customer Service, Business Analysis, SDLC, COBOL, Requirements Analysis, SQL, Requirements Gathering, Visio, JCL, Software Project..., Software Documentation, Mainframe
Education
Roger Williams University
Bachelor of Science (B.S.), Computer Science
Tufts University October 2008 - Present
Sun Life Financial June 2004 - July 2008
PNC Global Investment Servicing February 2002 - May 2004
First Data Corporation March 1994 - February 2002
The Shareholder Services Group December 1989 - March 1994
Skills
Software Development, Databases, Customer Service, Business Analysis, SDLC, COBOL, Requirements Analysis, SQL, Requirements Gathering, Visio, JCL, Software Project..., Software Documentation, Mainframe
Education
Roger Williams University
Bachelor of Science (B.S.), Computer Science
Des Riordan's PNC Global Investment Servicing Experience January 2008 - July 2011
Job Shareholder Representative at Oil Company
Industry Oil & Energy
Experience
Oil Company April 2014 - Present
BNY Mellon July 2011 - August 2012
PNC Global Investment Servicing January 2008 - July 2011
PNC Financial Services Group 2007 - January 2008
PNC Financial Services Group 2006 - 2007
PNC Financial Services Group 2005 - 2006
PNC Financial Services Group 2004 - 2005
PNC Financial Services Group 2004 - 2004
AQR Capital Management August 2000 - October 2001
Bear Stearns January 1999 - August 2000
Skills
Hedge Funds, Fund Administration, Alternative Investments, Fund Accounting, Investments, Mutual Funds, Derivatives, Compliance, Bloomberg, Valuation, Back Office, Asset Management, Securities, Portfolio Management, Middle Office, Corporate Actions, FX Options, Fund Of Funds, Financial Services
Education
University College Dublin 1991 — 1995
BComm, Banking & Finance
Belvedere College 1981 — 1991
Oil Company April 2014 - Present
BNY Mellon July 2011 - August 2012
PNC Global Investment Servicing January 2008 - July 2011
PNC Financial Services Group 2007 - January 2008
PNC Financial Services Group 2006 - 2007
PNC Financial Services Group 2005 - 2006
PNC Financial Services Group 2004 - 2005
PNC Financial Services Group 2004 - 2004
AQR Capital Management August 2000 - October 2001
Bear Stearns January 1999 - August 2000
Skills
Hedge Funds, Fund Administration, Alternative Investments, Fund Accounting, Investments, Mutual Funds, Derivatives, Compliance, Bloomberg, Valuation, Back Office, Asset Management, Securities, Portfolio Management, Middle Office, Corporate Actions, FX Options, Fund Of Funds, Financial Services
Education
University College Dublin 1991 — 1995
BComm, Banking & Finance
Belvedere College 1981 — 1991
Charles DeLuca's PNC Global Investment Servicing Experience April 2007 - January 2009
Job Experienced Accountant with Individual Income Tax Training.
Industry Accounting
Experience
STS Equipment Restoration, LLC February 2011 - Present
J. Ray Painting Services January 2009 - February 2011
Keller Williams Real Estate - Brandywine Valley July 2001 - January 2010
PNC Global Investment Servicing April 2007 - January 2009
Smurfit-Stone Container Corporation February 2004 - March 2007
Education
Drexel University - College of Business and Administration 1990 — 1995
Bachelor of Science in Business Administration, Dual Degree in Finance & International Business
University of California, Irvine 1996 — 1998
Certificate, International Business
STS Equipment Restoration, LLC February 2011 - Present
J. Ray Painting Services January 2009 - February 2011
Keller Williams Real Estate - Brandywine Valley July 2001 - January 2010
PNC Global Investment Servicing April 2007 - January 2009
Smurfit-Stone Container Corporation February 2004 - March 2007
Education
Drexel University - College of Business and Administration 1990 — 1995
Bachelor of Science in Business Administration, Dual Degree in Finance & International Business
University of California, Irvine 1996 — 1998
Certificate, International Business
Mark Batchelor Mark Batchelor's PNC Global Investment Servicing Experience April 2009 - July 2010
Job Consultant at Global System Solutions, Inc (GSS)
Industry Computer Software
Experience
Global System Solutions, Inc (GSS) August 2015 - Present
J.P. Morgan Chase May 2014 - May 2015
Kforce May 2013 - May 2014
Self May 2012 - April 2013
Citi July 2010 - April 2012
PNC Global Investment Servicing April 2009 - July 2010
Self September 1998 - April 2009
J.P. Morgan 1991 - 1996
US Navy January 1975 - January 1981
Skills
User Acceptance Testing, Business Analysis, SDLC, Requirements Analysis, Software Project..., Vendor Management, Requirements Gathering, IT Strategy, Financial Services, Business Requirements, Process Improvement, Data Warehousing, Business Process, Integration, Product Management, Software Documentation, Visio, Banking, Business Intelligence, Databases, Enterprise Architecture, IT Management, Microsoft SQL Server, Outsourcing, Risk Management, SQL, Software Development, Testing, Accounting, Agile Methodologies, Agile Project Management, Analysis, Asset Management, Business Process..., CRM, ETL, PMO, PMP, Program Management, Quality Assurance, Solution Architecture
Education
Rowan University 1986 — 1989
Bachelor of Science (BS), Computer Science, 3.31
Rowan University 1986 — 1989
Bachelor of Science in Computer Science, Computer Science
Global System Solutions, Inc (GSS) August 2015 - Present
J.P. Morgan Chase May 2014 - May 2015
Kforce May 2013 - May 2014
Self May 2012 - April 2013
Citi July 2010 - April 2012
PNC Global Investment Servicing April 2009 - July 2010
Self September 1998 - April 2009
J.P. Morgan 1991 - 1996
US Navy January 1975 - January 1981
Skills
User Acceptance Testing, Business Analysis, SDLC, Requirements Analysis, Software Project..., Vendor Management, Requirements Gathering, IT Strategy, Financial Services, Business Requirements, Process Improvement, Data Warehousing, Business Process, Integration, Product Management, Software Documentation, Visio, Banking, Business Intelligence, Databases, Enterprise Architecture, IT Management, Microsoft SQL Server, Outsourcing, Risk Management, SQL, Software Development, Testing, Accounting, Agile Methodologies, Agile Project Management, Analysis, Asset Management, Business Process..., CRM, ETL, PMO, PMP, Program Management, Quality Assurance, Solution Architecture
Education
Rowan University 1986 — 1989
Bachelor of Science (BS), Computer Science, 3.31
Rowan University 1986 — 1989
Bachelor of Science in Computer Science, Computer Science
Fred Jacobs Fred Jacobs's PNC Global Investment Servicing Experience 1996 - 2007
Job Managing Director, Business Development, SS&C GlobeOp and Advent
Industry Financial Services
Experience
SS&C GlobeOp December 2008 - Present
Fulcrum Fund Services August 2007 - November 2008
PNC Financial Services/PFPC May 1996 - August 2007
PNC Global Investment Servicing 1996 - 2007
Bank of America 1988 - 1996
Security Pacific Bank 1988 - 1993
Skills
Hedge Funds, Private Equity, Alternative Investments, Asset Management, Financial Services, Financial Markets, Fund Administration, Mutual Funds, Finance, Trading, Banking, Private Banking, Global Business..., Technology Solutions, Latin American markets, Emerging Markets, Sales Process...
Education
University of California, Los Angeles - The Anderson School of Management 1989 — 1991
MBA, Finance and Marketing
Lewis and Clark College
BA, International Relations
Universtiy of Chicago
Certificate Program in Sales Managment
Valhalla High School
NA, Super Duper
SS&C GlobeOp December 2008 - Present
Fulcrum Fund Services August 2007 - November 2008
PNC Financial Services/PFPC May 1996 - August 2007
PNC Global Investment Servicing 1996 - 2007
Bank of America 1988 - 1996
Security Pacific Bank 1988 - 1993
Skills
Hedge Funds, Private Equity, Alternative Investments, Asset Management, Financial Services, Financial Markets, Fund Administration, Mutual Funds, Finance, Trading, Banking, Private Banking, Global Business..., Technology Solutions, Latin American markets, Emerging Markets, Sales Process...
Education
University of California, Los Angeles - The Anderson School of Management 1989 — 1991
MBA, Finance and Marketing
Lewis and Clark College
BA, International Relations
Universtiy of Chicago
Certificate Program in Sales Managment
Valhalla High School
NA, Super Duper
Thomas Lyle, PMP Thomas Lyle, PMP's PNC Global Investment Servicing Experience June 1998 - June 2010
Job Vice President, Systems Development Manager at BNY Mellon
Industry Computer Software
Experience
BNY Mellon August 2011 - Present
BNY Mellon July 2010 - October 2011
PNC Global Investment Servicing June 1998 - June 2010
Funds Associates Ltd. June 1993 - June 1998
Discovery Systems, Inc. January 1992 - June 1993
Quorum Systems, Inc April 1986 - December 1991
Leeds & Northrup January 1974 - April 1986
Skills
SDLC, Enterprise Architecture, Software Project..., IT Management, Software Development, Requirements Gathering, SQL, Integration, Agile Methodologies, Visio, Microsoft SQL Server, SharePoint, Disaster Recovery, PMP, XML, Databases, Project Management
Education
University of Maryland University College 2009 — 2012
MBA, Electronic Business
Project Management Institute 2009 — 2010
PMP, Project Management Professional (PMP)
University of Maryland University College 2005 — 2009
MS, Electronic Commerce
Penn State University 1968 — 1973
BS, Computer Science
BNY Mellon August 2011 - Present
BNY Mellon July 2010 - October 2011
PNC Global Investment Servicing June 1998 - June 2010
Funds Associates Ltd. June 1993 - June 1998
Discovery Systems, Inc. January 1992 - June 1993
Quorum Systems, Inc April 1986 - December 1991
Leeds & Northrup January 1974 - April 1986
Skills
SDLC, Enterprise Architecture, Software Project..., IT Management, Software Development, Requirements Gathering, SQL, Integration, Agile Methodologies, Visio, Microsoft SQL Server, SharePoint, Disaster Recovery, PMP, XML, Databases, Project Management
Education
University of Maryland University College 2009 — 2012
MBA, Electronic Business
Project Management Institute 2009 — 2010
PMP, Project Management Professional (PMP)
University of Maryland University College 2005 — 2009
MS, Electronic Commerce
Penn State University 1968 — 1973
BS, Computer Science
Aaron Remorenko's PNC Global Investment Servicing Experience April 2002 - October 2009
Job Director, Channeling & Operating Model Property Claims at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance January 2015 - Present
Liberty Mutual Insurance August 2013 - December 2014
Liberty Mutual Insurance July 2011 - July 2013
PNC Financial Services Group October 2009 - June 2011
PNC Global Investment Servicing April 2002 - October 2009
Funds Distributor, Inc. April 2000 - May 2001
Skills
Financial Services, Financial Analysis, Risk Management, Strategy, Leadership, Program Management, Mergers & Acquisitions, Management, Entrepreneurship
Education
Carnegie Mellon University - Tepper School of Business 2008 — 2011
MBA, Finance, Entrepreneurship
University of Virginia 1995 — 1999
BA, Economics
Liberty Mutual Insurance January 2015 - Present
Liberty Mutual Insurance August 2013 - December 2014
Liberty Mutual Insurance July 2011 - July 2013
PNC Financial Services Group October 2009 - June 2011
PNC Global Investment Servicing April 2002 - October 2009
Funds Distributor, Inc. April 2000 - May 2001
Skills
Financial Services, Financial Analysis, Risk Management, Strategy, Leadership, Program Management, Mergers & Acquisitions, Management, Entrepreneurship
Education
Carnegie Mellon University - Tepper School of Business 2008 — 2011
MBA, Finance, Entrepreneurship
University of Virginia 1995 — 1999
BA, Economics
Erika Tortorici Erika Tortorici's PNC Global Investment Servicing Experience January 2008 - Present
Job Student at Salve Regina University
Industry Marketing and Advertising
Ken Nee's PNC Global Investment Servicing Experience May 2009 - August 2009
Job J.D. | Paralegal at Mintz Levin
Industry Law Practice
Experience
Mintz Levin November 2010 - Present
Winnisimett Chiefs Hockey Team 2010 - 2015
East Woburn Package Store June 2010 - November 2010
Mintz, Levin, Cohn, Ferris, Glovsky and Popeo, P.C. June 2010 - October 2010
PNC Global Investment Servicing May 2009 - August 2009
University Tees June 2008 - May 2009
Villanova University Telefund August 2007 - May 2009
MFS Investment Management May 2007 - August 2008
Skills
Litigation, Civil Litigation, Commercial Litigation, Westlaw, Legal Research, Legal Writing, Litigation Support, Trials, Courts
Education
Suffolk University Law School 2011 — 2015
Juris Doctor
Villanova University 2006 — 2010
BS in Business Administration, Marketing and Business Law
Malden Catholic High School
Mintz Levin November 2010 - Present
Winnisimett Chiefs Hockey Team 2010 - 2015
East Woburn Package Store June 2010 - November 2010
Mintz, Levin, Cohn, Ferris, Glovsky and Popeo, P.C. June 2010 - October 2010
PNC Global Investment Servicing May 2009 - August 2009
University Tees June 2008 - May 2009
Villanova University Telefund August 2007 - May 2009
MFS Investment Management May 2007 - August 2008
Skills
Litigation, Civil Litigation, Commercial Litigation, Westlaw, Legal Research, Legal Writing, Litigation Support, Trials, Courts
Education
Suffolk University Law School 2011 — 2015
Juris Doctor
Villanova University 2006 — 2010
BS in Business Administration, Marketing and Business Law
Malden Catholic High School
Chris Maphis's PNC Global Investment Servicing Experience December 2000 - February 2005
Job Senior Portfolio Accounting Analyst at CBRE Clarion Securities
Industry Financial Services
Experience
CBRE Clarion Securities March 2007 - Present
Kintera, Inc. February 2005 - March 2007
PNC Global Investment Servicing December 2000 - February 2005
Skills
Account Reconciliation, Hedge Funds, Accounting, Investments, Mutual Funds, Securities, Asset Allocation, Accruals, Management, Training, External Audit, Financial Analysis
Education
Saint Joseph's University 2007 — 2011
Master of Science (M.S.), Finance, General
Penn State University 1994 — 1999
Bachelor of Science (B.S.), Finance
Upper Darby High School 1990 — 1994
CBRE Clarion Securities March 2007 - Present
Kintera, Inc. February 2005 - March 2007
PNC Global Investment Servicing December 2000 - February 2005
Skills
Account Reconciliation, Hedge Funds, Accounting, Investments, Mutual Funds, Securities, Asset Allocation, Accruals, Management, Training, External Audit, Financial Analysis
Education
Saint Joseph's University 2007 — 2011
Master of Science (M.S.), Finance, General
Penn State University 1994 — 1999
Bachelor of Science (B.S.), Finance
Upper Darby High School 1990 — 1994
Tamara Mosley's PNC Global Investment Servicing Experience April 2008 - September 2009
Job Experienced Financial Analyst
Industry Food & Beverages
Experience
Kraft Heinz Company February 2013 - Present
PNC Capital Markets, LLC September 2009 - February 2013
PNC Global Investment Servicing April 2008 - September 2009
Bank of New York Mellon August 2006 - April 2008
Skills
Account Reconciliation, Financial Reporting, Accounting, General Ledger, Cash Flow, Financial Statements, Budgets, Investments, Valuation, Credit Analysis, SAP, Financial Analysis, Banking, PeopleSoft, Accounts Receivable
Education
Duquesne University 2004 — 2006
Bachelor of Science in Business Administration, Finance
Kraft Heinz Company February 2013 - Present
PNC Capital Markets, LLC September 2009 - February 2013
PNC Global Investment Servicing April 2008 - September 2009
Bank of New York Mellon August 2006 - April 2008
Skills
Account Reconciliation, Financial Reporting, Accounting, General Ledger, Cash Flow, Financial Statements, Budgets, Investments, Valuation, Credit Analysis, SAP, Financial Analysis, Banking, PeopleSoft, Accounts Receivable
Education
Duquesne University 2004 — 2006
Bachelor of Science in Business Administration, Finance
Elaine Luu's PNC Global Investment Servicing Experience February 2008 - June 2010
Job Trust Admininstrator at Ally Bank
Industry Financial Services
Experience
Ally Financial Inc. April 2013 - March 2015
Pershing, a BNY Mellon company June 2010 - April 2013
PNC Global Investment Servicing February 2008 - June 2010
Thomas Jefferson University Hospitals April 2007 - February 2008
Education
Penn State University
B.A, Psychology and Social Science
Ally Financial Inc. April 2013 - March 2015
Pershing, a BNY Mellon company June 2010 - April 2013
PNC Global Investment Servicing February 2008 - June 2010
Thomas Jefferson University Hospitals April 2007 - February 2008
Education
Penn State University
B.A, Psychology and Social Science
Blane Henry, Jr.'s PNC Global Investment Servicing Experience August 2007 - September 2008
Job IT Security Analyst at Verizon Wireless Alpharetta Campus
Industry Information Technology and Services
Experience
Verizon Wireless - Alpharetta Campus June 2010 - Present
Kaiser Permanente March 2010 - June 2010
FSC Securities Corporation April 2009 - November 2009
PNC Global Investment Servicing August 2007 - September 2008
Spherion Professional Services September 2006 - June 2007
Randstad Work Solutions February 2006 - August 2006
Ajilon Consulting December 2005 - March 2006
Skills
Troubleshooting, Networking, Technical Support, Help Desk Support, Leadership, Access, Management, Hardware, Software Installation, Servers
Education
Delaware State University 2000 — 2004
B.S., Management Information Systems
Delcastle Technical High School 1996 — 2000
Diploma, Info Systems and Services
Verizon Wireless - Alpharetta Campus June 2010 - Present
Kaiser Permanente March 2010 - June 2010
FSC Securities Corporation April 2009 - November 2009
PNC Global Investment Servicing August 2007 - September 2008
Spherion Professional Services September 2006 - June 2007
Randstad Work Solutions February 2006 - August 2006
Ajilon Consulting December 2005 - March 2006
Skills
Troubleshooting, Networking, Technical Support, Help Desk Support, Leadership, Access, Management, Hardware, Software Installation, Servers
Education
Delaware State University 2000 — 2004
B.S., Management Information Systems
Delcastle Technical High School 1996 — 2000
Diploma, Info Systems and Services
Elsa Perez Elsa Perez's PNC Global Investment Servicing Experience April 2008 - June 2010
Job Financial Services Professional
Industry Financial Services
Experience
BNY Mellon 2011 - 2013
PNC Global Investment Servicing April 2008 - June 2010
U.S. Bank 2006 - 2008
Skills
Leadership, Business Development, Change Management, Virtual Workforce, Board Member, Bilingual, Derivatives, Project Management, Mergers & Acquisitions, Management, Investments, CRM, Fixed Income, Securities, Mutual Funds, Business Intelligence
Education
Saint Joseph's University 1992 — 1994
Master's degree, Executive MBA
Rowan University
Bachelor of Arts (BA), Mathematics and Elemenatary Education
BNY Mellon 2011 - 2013
PNC Global Investment Servicing April 2008 - June 2010
U.S. Bank 2006 - 2008
Skills
Leadership, Business Development, Change Management, Virtual Workforce, Board Member, Bilingual, Derivatives, Project Management, Mergers & Acquisitions, Management, Investments, CRM, Fixed Income, Securities, Mutual Funds, Business Intelligence
Education
Saint Joseph's University 1992 — 1994
Master's degree, Executive MBA
Rowan University
Bachelor of Arts (BA), Mathematics and Elemenatary Education
Christine Gill's PNC Global Investment Servicing Experience October 2000 - July 2010
Job Managing Director at BNY Mellon
Industry Financial Services
Experience
BNY Mellon September 2013 - Present
Pershing, a BNY Mellon company July 2010 - August 2013
PNC Global Investment Servicing October 2000 - July 2010
Mutualfunds.com 2000 - 2000
Natixis 1993 - 2000
Skills
Product Management, Management, Mutual Funds, Financial Services, Series 7, Relationship Management, Asset Management, Wealth Management, Investments, Series 24, Investment Advisory, Alternative Investments, Strategy, Securities
Education
Boston College 1989 — 1993
BS, Economics & Marketing
BNY Mellon September 2013 - Present
Pershing, a BNY Mellon company July 2010 - August 2013
PNC Global Investment Servicing October 2000 - July 2010
Mutualfunds.com 2000 - 2000
Natixis 1993 - 2000
Skills
Product Management, Management, Mutual Funds, Financial Services, Series 7, Relationship Management, Asset Management, Wealth Management, Investments, Series 24, Investment Advisory, Alternative Investments, Strategy, Securities
Education
Boston College 1989 — 1993
BS, Economics & Marketing
Tom Deck Tom Deck's PNC Global Investment Servicing Experience December 2007 - June 2010
Job Chief Compliance Officer at M&T Securities
Industry Financial Services
Experience
M&T Securities August 2014 - Present
M&T Securities, Inc August 2013 - August 2014
Nationwide Securities LLC May 2012 - August 2013
Independent Contractor June 2011 - May 2012
BNY Mellon December 2007 - February 2011
PNC Global Investment Servicing December 2007 - June 2010
ING DIRECT January 2001 - December 2007
ING Funds May 1999 - December 2000
FINRA June 1996 - May 1999
Merril Lynch October 1995 - June 1996
Skills
Change Management, Asset Management, Compliance, Operations Management, Broker Dealer management, Securities Regulation, Six Sigma, Asset Managment, Finance, Financial Services, Mutual Funds, Call Centers, Financial Risk, Risk Management, Financial Analysis, Process Improvement, Loans, Management, Brokerage
Education
Temple University - Fox School of Business and Management 1993 — 1995
MBA, Finance
Franklin & Marshall College 1987 — 1991
BA
Hurstpierpoint College 1982 — 1986
O & A Levels
M&T Securities August 2014 - Present
M&T Securities, Inc August 2013 - August 2014
Nationwide Securities LLC May 2012 - August 2013
Independent Contractor June 2011 - May 2012
BNY Mellon December 2007 - February 2011
PNC Global Investment Servicing December 2007 - June 2010
ING DIRECT January 2001 - December 2007
ING Funds May 1999 - December 2000
FINRA June 1996 - May 1999
Merril Lynch October 1995 - June 1996
Skills
Change Management, Asset Management, Compliance, Operations Management, Broker Dealer management, Securities Regulation, Six Sigma, Asset Managment, Finance, Financial Services, Mutual Funds, Call Centers, Financial Risk, Risk Management, Financial Analysis, Process Improvement, Loans, Management, Brokerage
Education
Temple University - Fox School of Business and Management 1993 — 1995
MBA, Finance
Franklin & Marshall College 1987 — 1991
BA
Hurstpierpoint College 1982 — 1986
O & A Levels
Nathan Iacovino's PNC Global Investment Servicing Experience August 2008 - May 2012
Job Associate at Stradley Ronon
Industry Financial Services
Experience
Stradley Ronon December 2013 - Present
BNY Mellon May 2012 - December 2013
PNC Global Investment Servicing August 2008 - May 2012
Davis Polk & Wardwell LLP March 2006 - August 2008
Skills
Management, Legal Writing, Due Diligence, Document Review, Contract Law, Hedge Funds, Mutual Funds, Investments, Financial Services, Global Custody, Collateral Management, Private Equity, Corporate Governance, Securities, Securities Regulation
Education
Widener University School of Law 2008 — 2012
Juris Doctor
Dickinson College 2001 — 2006
Bachelor's degree, History
Stradley Ronon December 2013 - Present
BNY Mellon May 2012 - December 2013
PNC Global Investment Servicing August 2008 - May 2012
Davis Polk & Wardwell LLP March 2006 - August 2008
Skills
Management, Legal Writing, Due Diligence, Document Review, Contract Law, Hedge Funds, Mutual Funds, Investments, Financial Services, Global Custody, Collateral Management, Private Equity, Corporate Governance, Securities, Securities Regulation
Education
Widener University School of Law 2008 — 2012
Juris Doctor
Dickinson College 2001 — 2006
Bachelor's degree, History
Jeanne Rennie Jeanne Rennie's PNC Global Investment Servicing Experience 2007 - February 2009
Job Teachers aide
Industry Education Management
Experience
Burlington Area School Dist November 2014 - Present
Discover Financial Services February 2011 - April 2014
PNC Global Investment Servicing 2007 - February 2009
Delaware Management Services 2006 - 2007
PNC Global Investment Servicing November 2000 - 2006
Skills
Credit Cards, Financial Analysis, Financial Services, Accounting, Microsoft Excel, Financial Reporting, Auditing, Microsoft Office, Access, Internal Controls
Education
Rowan University 1989 — 1993
Bachelor of Science (BS), Business Administration, Finance
Burlington Area School Dist November 2014 - Present
Discover Financial Services February 2011 - April 2014
PNC Global Investment Servicing 2007 - February 2009
Delaware Management Services 2006 - 2007
PNC Global Investment Servicing November 2000 - 2006
Skills
Credit Cards, Financial Analysis, Financial Services, Accounting, Microsoft Excel, Financial Reporting, Auditing, Microsoft Office, Access, Internal Controls
Education
Rowan University 1989 — 1993
Bachelor of Science (BS), Business Administration, Finance
Dianne Tranni's PNC Global Investment Servicing Experience 2000 - 2011
Job UMass Memorial Benefits Rep
Industry Human Resources
Experience
Arturo's Ristorante March 2000 - April 2015
LENZE December 2014 - February 2015
PNC Global Investment Servicing 2000 - 2011
PNC 2000 - 2001
Checkerboard LTD 1999 - 2000
The Sole Proprietor 1987 - 1999
Skills
Benefits Administration, Benefits, Payroll, Audit, Excel, Word, Payroll Processing, customer service;..., PowerPoint, New Hire Processes
Education
Assumption College
Bachelor, Liberal Studies; Social Science
Arturo's Ristorante March 2000 - April 2015
LENZE December 2014 - February 2015
PNC Global Investment Servicing 2000 - 2011
PNC 2000 - 2001
Checkerboard LTD 1999 - 2000
The Sole Proprietor 1987 - 1999
Skills
Benefits Administration, Benefits, Payroll, Audit, Excel, Word, Payroll Processing, customer service;..., PowerPoint, New Hire Processes
Education
Assumption College
Bachelor, Liberal Studies; Social Science
Mike Onders Mike Onders's PNC Global Investment Servicing Experience February 2009 - July 2010
Job SVP Chief Architect and Head of Enterprise Data and Architecture at KeyBank
Industry Information Technology and Services
Experience
KeyBank November 2013 - Present
Explorys, Inc. May 2012 - November 2013
Key Bank August 2010 - May 2012
PNC Global Investment Servicing February 2009 - July 2010
National City Corporation September 2005 - January 2009
GE Consumer Finance July 2004 - August 2005
OfficeMax 1999 - 2004
Key Bank 1992 - 1997
Ernst & Young 1987 - 1991
Skills
Enterprise Architecture, Data Warehousing, E-commerce, Offshoring, EDI, Web Development, SAP, IT Strategy, Vendor Management, SOA, Software Development, SDLC, Business Intelligence, Process Improvement, Business Analysis, Big Data, Hadoop, Hbase, Management
Education
Ohio State 1988 — 1989
MS, Computer Science
Miami University 1980 — 1984
BS, Systems Analysis
KeyBank November 2013 - Present
Explorys, Inc. May 2012 - November 2013
Key Bank August 2010 - May 2012
PNC Global Investment Servicing February 2009 - July 2010
National City Corporation September 2005 - January 2009
GE Consumer Finance July 2004 - August 2005
OfficeMax 1999 - 2004
Key Bank 1992 - 1997
Ernst & Young 1987 - 1991
Skills
Enterprise Architecture, Data Warehousing, E-commerce, Offshoring, EDI, Web Development, SAP, IT Strategy, Vendor Management, SOA, Software Development, SDLC, Business Intelligence, Process Improvement, Business Analysis, Big Data, Hadoop, Hbase, Management
Education
Ohio State 1988 — 1989
MS, Computer Science
Miami University 1980 — 1984
BS, Systems Analysis
James Whalen James Whalen's PNC Global Investment Servicing Experience February 2008 - June 2010
Job Investment Management Professional
Industry Financial Services
Experience
Hanlon Investment Management, Inc. June 2014 - Present
Goldman Sachs October 2012 - 2014
Pershing July 2010 - October 2012
PNC Global Investment Servicing February 2008 - June 2010
Education
Temple University 2014 — 2015
Certificate in Financial Planning (CFP) Program
Pennsylvania State University Smeal College of Business 2003 — 2007
B.S., Business Management/Finance
Hanlon Investment Management, Inc. June 2014 - Present
Goldman Sachs October 2012 - 2014
Pershing July 2010 - October 2012
PNC Global Investment Servicing February 2008 - June 2010
Education
Temple University 2014 — 2015
Certificate in Financial Planning (CFP) Program
Pennsylvania State University Smeal College of Business 2003 — 2007
B.S., Business Management/Finance
Gino E. Malaspina, Esq.'s PNC Global Investment Servicing Experience April 2005 - July 2007
Job Senior Counsel at Atlantic Fund Services
Industry Investment Management
Experience
Atlantic Fund Services July 2014 - Present
Cipperman & Company, LLC and Cipperman Compliance Services, LLC October 2010 - June 2014
Stradley Ronon July 2007 - July 2010
PNC Global Investment Servicing April 2005 - July 2007
Drinker Biddle & Reath LLP 1991 - 2005
Skills
mutual fund and adviser..., securities law, Investment company..., Investments, Mutual Funds, Securities Regulation, Securities, Corporate Governance, Corporate Law, Due Diligence, Mergers & Acquisitions, Legal Research, Investment Company Act, Asset Management, Investment Management
Education
Widener University School of Law 2003 — 2008
JD, Law
Albright College 1986 — 1990
Bachelor of Arts (BA), Political Science
Upper Darby 1982 — 1986
Upper Darby
Atlantic Fund Services July 2014 - Present
Cipperman & Company, LLC and Cipperman Compliance Services, LLC October 2010 - June 2014
Stradley Ronon July 2007 - July 2010
PNC Global Investment Servicing April 2005 - July 2007
Drinker Biddle & Reath LLP 1991 - 2005
Skills
mutual fund and adviser..., securities law, Investment company..., Investments, Mutual Funds, Securities Regulation, Securities, Corporate Governance, Corporate Law, Due Diligence, Mergers & Acquisitions, Legal Research, Investment Company Act, Asset Management, Investment Management
Education
Widener University School of Law 2003 — 2008
JD, Law
Albright College 1986 — 1990
Bachelor of Arts (BA), Political Science
Upper Darby 1982 — 1986
Upper Darby
Katie Relihan Katie Relihan's PNC Global Investment Servicing Experience June 2007 - January 2010
Job Consultant at Deloitte
Industry Research
Experience
Deloitte June 2015 - Present
Econometrica, Inc. October 2011 - June 2015
BNY Mellon May 2011 - August 2011
BNY Mellon Asset Management May 2010 - August 2011
Carmen Group January 2010 - May 2010
PNC Global Investment Servicing June 2007 - January 2010
Skills
SAS, STATA, Economics, Statistics, Econometrics, E-Views, Financial Analysis, Microsoft Excel, Equities, Economic Research, Research, Analysis, Data Analysis, Policy Analysis, Qualitative Research, Microsoft Word, Quantitative Research, Market Research, Proposal Writing, PowerPoint, Microsoft Office
Education
American University 2011 — 2013
Master of Arts (M.A.), Economics
University of New Hampshire - Whittemore School of Business and Economics 2008 — 2011
BA, Economics, GPA- 3.97
American University 2010 — 2010
Economic Policy
Deloitte June 2015 - Present
Econometrica, Inc. October 2011 - June 2015
BNY Mellon May 2011 - August 2011
BNY Mellon Asset Management May 2010 - August 2011
Carmen Group January 2010 - May 2010
PNC Global Investment Servicing June 2007 - January 2010
Skills
SAS, STATA, Economics, Statistics, Econometrics, E-Views, Financial Analysis, Microsoft Excel, Equities, Economic Research, Research, Analysis, Data Analysis, Policy Analysis, Qualitative Research, Microsoft Word, Quantitative Research, Market Research, Proposal Writing, PowerPoint, Microsoft Office
Education
American University 2011 — 2013
Master of Arts (M.A.), Economics
University of New Hampshire - Whittemore School of Business and Economics 2008 — 2011
BA, Economics, GPA- 3.97
American University 2010 — 2010
Economic Policy
Sheref Zurga, CPA's PNC Global Investment Servicing Experience 1998 - 2002
Job Controller IFC Asset Management Company at The World Bank
Industry Accounting
Experience
The World Bank January 2011 - Present
The World Bank February 2009 - December 2010
Ernst & Young LLP (USA) 2002 - 2009
PNC Global Investment Servicing 1998 - 2002
Skills
Private Equity, Asset Management, Investment Accounting, Financial Reporting, Investment Management, Accountants, Internal Controls, US GAAP, Auditing, Financial Analysis, Sarbanes-Oxley Act, IFRS, Financial Accounting, Financial Modeling, Hedge Funds, CPA
Education
California University of Pennsylvania
MBA, Finance
The World Bank January 2011 - Present
The World Bank February 2009 - December 2010
Ernst & Young LLP (USA) 2002 - 2009
PNC Global Investment Servicing 1998 - 2002
Skills
Private Equity, Asset Management, Investment Accounting, Financial Reporting, Investment Management, Accountants, Internal Controls, US GAAP, Auditing, Financial Analysis, Sarbanes-Oxley Act, IFRS, Financial Accounting, Financial Modeling, Hedge Funds, CPA
Education
California University of Pennsylvania
MBA, Finance
Julie Kagan's PNC Global Investment Servicing Experience September 2009 - July 2010
Job Sr Network Manager LATAM at BNY Mellon
Industry Capital Markets
Experience
BNY Mellon September 2014 - Present
Citi May 2011 - August 2013
PNC Global Investment Servicing September 2009 - July 2010
SetClear (Subsidiary of Credit Lyonnais Securities Asia) October 2007 - August 2009
Citi May 2003 - September 2007
ADN Conseil - Consulting Firm in the Electronic Payments Sector June 2002 - November 2002
The Bank of New York June 2000 - January 2002
Skills
Global Custody, Securities, Financial Services, Project Management, Back Office, Capital Markets, Equities, Fixed Income, Strategy, Relationship Management, Middle Office, Financial Markets, Investment Banking, Management, Risk Management, Banking, Bloomberg, Product Management, Trading, Portfolio Management, Settlement, Trading Systems, Mutual Funds, Corporate Actions, Asset Management, Emerging Markets, FX Options, Financial Modeling
Education
ESCP Europe 2001 — 2002
Int'l MBA, International Business
University of Denver 1993 — 1997
BA, Int'l Economics & Int'l Studies
The White Mountain School 1991 — 1993
BNY Mellon September 2014 - Present
Citi May 2011 - August 2013
PNC Global Investment Servicing September 2009 - July 2010
SetClear (Subsidiary of Credit Lyonnais Securities Asia) October 2007 - August 2009
Citi May 2003 - September 2007
ADN Conseil - Consulting Firm in the Electronic Payments Sector June 2002 - November 2002
The Bank of New York June 2000 - January 2002
Skills
Global Custody, Securities, Financial Services, Project Management, Back Office, Capital Markets, Equities, Fixed Income, Strategy, Relationship Management, Middle Office, Financial Markets, Investment Banking, Management, Risk Management, Banking, Bloomberg, Product Management, Trading, Portfolio Management, Settlement, Trading Systems, Mutual Funds, Corporate Actions, Asset Management, Emerging Markets, FX Options, Financial Modeling
Education
ESCP Europe 2001 — 2002
Int'l MBA, International Business
University of Denver 1993 — 1997
BA, Int'l Economics & Int'l Studies
The White Mountain School 1991 — 1993
Janet Wertheimer's PNC Global Investment Servicing Experience November 2004 - 2009
Job Strategic Sales/Relationship Executive
Industry Financial Services
Experience
PNC Global Investment Servicing November 2004 - 2009
State Street 1985 - 2004
Skills
Mutual Funds, Financial Services, Business Development, Relationship Management, Strategy, Sales, Marketing, Strategic Planning, Portfolio Management, Equities, Management, Risk Management, Securities
Education
Simmons College - Simmons School of Management 1982 — 1983
MBA
Trinity College-Hartford 1970 — 1974
BA
PNC Global Investment Servicing November 2004 - 2009
State Street 1985 - 2004
Skills
Mutual Funds, Financial Services, Business Development, Relationship Management, Strategy, Sales, Marketing, Strategic Planning, Portfolio Management, Equities, Management, Risk Management, Securities
Education
Simmons College - Simmons School of Management 1982 — 1983
MBA
Trinity College-Hartford 1970 — 1974
BA
Dennis Brantley's PNC Global Investment Servicing Experience April 2008 - June 2010
Job
Industry Information Technology and Services
Experience
BNY Mellon April 2008 - Present
PNC Global Investment Servicing April 2008 - June 2010
Brattleboro Retreat 2006 - 2008
C&S Wholesale Grocers 2001 - 2006
Corporate Payroll Services August 1999 - April 2001
Data Access Technologies, Inc. May 1995 - April 2001
Education
Georgia Perimeter College
Associate of Science, Business Administration
UMass Lowell
Information Technology
BNY Mellon April 2008 - Present
PNC Global Investment Servicing April 2008 - June 2010
Brattleboro Retreat 2006 - 2008
C&S Wholesale Grocers 2001 - 2006
Corporate Payroll Services August 1999 - April 2001
Data Access Technologies, Inc. May 1995 - April 2001
Education
Georgia Perimeter College
Associate of Science, Business Administration
UMass Lowell
Information Technology
Emily Hipona's PNC Global Investment Servicing Experience February 2001 - July 2010
Job BNY Mellon Asset Servicing
Industry Financial Services
Experience
BNY Mellon Asset Servicing July 2010 - Present
PNC Global Investment Servicing February 2001 - July 2010
Fleet Bank (BankBoston) 1993 - 2000
Fleet Bank (BankBoston) 1989 - 1993
Skills
Financial Services, Business Analysis, Requirements Analysis, Risk Management, Process Improvement, Project Management, SDLC, PMO, Requirements Gathering, Vendor Management, IT Strategy, Project Portfolio..., Banking, Software Project..., PMP
Education
Ithaca College 1980 — 1984
BNY Mellon Asset Servicing July 2010 - Present
PNC Global Investment Servicing February 2001 - July 2010
Fleet Bank (BankBoston) 1993 - 2000
Fleet Bank (BankBoston) 1989 - 1993
Skills
Financial Services, Business Analysis, Requirements Analysis, Risk Management, Process Improvement, Project Management, SDLC, PMO, Requirements Gathering, Vendor Management, IT Strategy, Project Portfolio..., Banking, Software Project..., PMP
Education
Ithaca College 1980 — 1984
Matt Cerrone's PNC Global Investment Servicing Experience May 2008 - July 2010
Job Accounts Processing Rep 1 at National Grid
Industry Banking
Experience
National Grid May 2013 - Present
BNY Mellon May 2008 - June 2011
PNC Global Investment Servicing May 2008 - July 2010
Digital Federal Credit Union October 2006 - May 2008
U.S. Army Soldier Systems Center May 2005 - August 2006
Shaw's Supermarkets January 1998 - January 2004
Skills
Leadership, Team Leadership, Time Management, Program Management, Sales, Customer Satisfaction, Operations Management, Customer Service, Security, Banking, Invoicing, Sales Management, Internal Audit, Managerial Finance, Financial Analysis, Accounting, Account Reconciliation, Microsoft Excel, Financial Services, Access
Education
University of Massachusetts Dartmouth 2004 — 2006
Bachelor's of Science Operations Management
University of Massachusetts Dartmouth 2004 — 2006
Bachelors of Science, Operations Management and Supervision
Quinsigamond Community College 2001 — 2004
Associates Degree, Business Administration and Management, General
National Grid May 2013 - Present
BNY Mellon May 2008 - June 2011
PNC Global Investment Servicing May 2008 - July 2010
Digital Federal Credit Union October 2006 - May 2008
U.S. Army Soldier Systems Center May 2005 - August 2006
Shaw's Supermarkets January 1998 - January 2004
Skills
Leadership, Team Leadership, Time Management, Program Management, Sales, Customer Satisfaction, Operations Management, Customer Service, Security, Banking, Invoicing, Sales Management, Internal Audit, Managerial Finance, Financial Analysis, Accounting, Account Reconciliation, Microsoft Excel, Financial Services, Access
Education
University of Massachusetts Dartmouth 2004 — 2006
Bachelor's of Science Operations Management
University of Massachusetts Dartmouth 2004 — 2006
Bachelors of Science, Operations Management and Supervision
Quinsigamond Community College 2001 — 2004
Associates Degree, Business Administration and Management, General
Howard Streitfeld's PNC Global Investment Servicing Experience July 2005 - Present
Job Lead Developer at BNY Mellon
Industry Financial Services
Experience
BNY Mellon, Asset Servicing 2007 - Present
PNC Global Investment Servicing July 2005 - Present
Funds Associates LTD 2005 - Present
PFPC 2005 - Present
BNY Mellon 2005 - Present
Centocor (Malvern, PA) 1989 - 1993
Centocor 1989 - 1993
Education
Drexel University 1980 — 1982
BNY Mellon, Asset Servicing 2007 - Present
PNC Global Investment Servicing July 2005 - Present
Funds Associates LTD 2005 - Present
PFPC 2005 - Present
BNY Mellon 2005 - Present
Centocor (Malvern, PA) 1989 - 1993
Centocor 1989 - 1993
Education
Drexel University 1980 — 1982
Jane Qi's PNC Global Investment Servicing Experience 2003 - 2008
Job Tax Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2012 - Present
The Vanguard Group May 2008 - April 2012
PFPC, Inc September 2003 - May 2008
PNC Global Investment Servicing 2003 - 2008
Skills
Tax, Corporate Tax, Accounting, Tax Accounting, SEC filings, Financial Reporting, Income Tax, Internal Controls, Sarbanes-Oxley Act, Financial Accounting, General Ledger, Mutual Funds, Accruals, GAAP, Tax Research, Tax Preparation
Education
Virginia Polytechnic Institute and State University - Pamplin College of Business 1999 — 2000
Master's degree, Tax
Shenyang University of Technology 1991 — 1995
B.S., Accounting
Charles Schwab April 2012 - Present
The Vanguard Group May 2008 - April 2012
PFPC, Inc September 2003 - May 2008
PNC Global Investment Servicing 2003 - 2008
Skills
Tax, Corporate Tax, Accounting, Tax Accounting, SEC filings, Financial Reporting, Income Tax, Internal Controls, Sarbanes-Oxley Act, Financial Accounting, General Ledger, Mutual Funds, Accruals, GAAP, Tax Research, Tax Preparation
Education
Virginia Polytechnic Institute and State University - Pamplin College of Business 1999 — 2000
Master's degree, Tax
Shenyang University of Technology 1991 — 1995
B.S., Accounting
Helen Weiss's PNC Global Investment Servicing Experience June 2009 - Present
Job Director at BNY Mellon
Industry Financial Services
Experience
BNY Mellon November 2013 - Present
BNY Mellon July 2010 - Present
PNC Global Investment Servicing June 2009 - Present
PFPC Trust Company 2005 - Present
PFPC July 2005 - June 2009
Pacific Life April 2005 - July 2005
Charles Schwab May 2004 - October 2004
RBC Royal Bank January 2004 - April 2004
NAAC March 2003 - December 2003
JPMorgan Chase May 2002 - December 2002
Education
Rutgers University-New Brunswick
BNY Mellon November 2013 - Present
BNY Mellon July 2010 - Present
PNC Global Investment Servicing June 2009 - Present
PFPC Trust Company 2005 - Present
PFPC July 2005 - June 2009
Pacific Life April 2005 - July 2005
Charles Schwab May 2004 - October 2004
RBC Royal Bank January 2004 - April 2004
NAAC March 2003 - December 2003
JPMorgan Chase May 2002 - December 2002
Education
Rutgers University-New Brunswick
Karin Goers's PNC Global Investment Servicing Experience November 2004 - April 2008
Job User Experience Design Lead at JPMorgan Chase
Industry Information Technology and Services
Experience
JPMorgan Chase May 2008 - Present
PNC Global Investment Servicing November 2004 - April 2008
First Data Corporation November 2003 - November 2004
Vishay November 2001 - November 2003
Skills
Information Design, User Interface Design, Human Computer..., User-centered Design, SQL, Agile Methodologies, User Experience, Usability Testing, JavaScript, Information Architecture, Web Design, User Experience Design, Usability, SDLC, Product Management, Mobile Applications, Management, Interaction Design
Education
Lehigh University 1994 — 1998
JPMorgan Chase May 2008 - Present
PNC Global Investment Servicing November 2004 - April 2008
First Data Corporation November 2003 - November 2004
Vishay November 2001 - November 2003
Skills
Information Design, User Interface Design, Human Computer..., User-centered Design, SQL, Agile Methodologies, User Experience, Usability Testing, JavaScript, Information Architecture, Web Design, User Experience Design, Usability, SDLC, Product Management, Mobile Applications, Management, Interaction Design
Education
Lehigh University 1994 — 1998
Jillian Hagerty's PNC Global Investment Servicing Experience 1998 - Present
Job Unit Supervisor at PFPC
Industry Financial Services
Experience
PFPC Unit SupervisorPNC Financial Services Group1998 - Present
PNC Global Investment Servicing 1998 - Present
Education
Quinsigamond Community College
PFPC Unit SupervisorPNC Financial Services Group1998 - Present
PNC Global Investment Servicing 1998 - Present
Education
Quinsigamond Community College
Joe Platt's PNC Global Investment Servicing Experience July 1981 - Present
Job Sr VP at BNY Mellon Asset Servicing
Industry Financial Services
Experience
PNC Global Investment Servicing July 1981 - Present
Education
Drexel University - LeBow College of Business
PNC Global Investment Servicing July 1981 - Present
Education
Drexel University - LeBow College of Business
Greg Hinkson's PNC Global Investment Servicing Experience 1998 - July 2010
Job AVP Business Development at PNC Global Investment Servicing
Industry Financial Services
Experience
BNY Mellon 2010 - Present
PNC Global Investor Servicing March 1998 - July 2010
PNC Global Investment Servicing 1998 - July 2010
PNC Global Investment Servicing (formerly PFPC) 1998 - July 2010
PFPC 1998 - July 2010
FPS 1992 - 1998
Fund Plan Services 1992 - 1998
US Army October 1988 - July 1992
Skills
Wealth Management, Securities, Investments, Mutual Funds, Portfolio Management, Equities, Risk Management, Financial Services, Business Analysis, Banking, Relationship Management, Alternative Investments, Asset Management, Financial Analysis, Financial Risk, Project Management, Hedge Funds, Series 7, Fixed Income, Executive Management, SDLC, Trading, Capital Markets, Finance, Business Development, Derivatives, Due Diligence, Back Office, Corporate Actions, ETFs, Investment Management, AML
Education
La Salle University - School of Business Administration 1984 — 1988
BS, Business
University of Hartford 1982 — 1984
Business
Germantown Academy 1978 — 1982
BNY Mellon 2010 - Present
PNC Global Investor Servicing March 1998 - July 2010
PNC Global Investment Servicing 1998 - July 2010
PNC Global Investment Servicing (formerly PFPC) 1998 - July 2010
PFPC 1998 - July 2010
FPS 1992 - 1998
Fund Plan Services 1992 - 1998
US Army October 1988 - July 1992
Skills
Wealth Management, Securities, Investments, Mutual Funds, Portfolio Management, Equities, Risk Management, Financial Services, Business Analysis, Banking, Relationship Management, Alternative Investments, Asset Management, Financial Analysis, Financial Risk, Project Management, Hedge Funds, Series 7, Fixed Income, Executive Management, SDLC, Trading, Capital Markets, Finance, Business Development, Derivatives, Due Diligence, Back Office, Corporate Actions, ETFs, Investment Management, AML
Education
La Salle University - School of Business Administration 1984 — 1988
BS, Business
University of Hartford 1982 — 1984
Business
Germantown Academy 1978 — 1982
Brian Chabala's PNC Global Investment Servicing Experience September 2008 - September 2009
Job 1
Industry Accounting
Experience
UMB Fund Services March 2014 - Present
JDClark & Co Division of UMB Fund Services September 2011 - March 2014
PNC Global Investment Servicing September 2008 - September 2009
PNC Global Investment Servicing February 2006 - September 2008
Goodman Associates January 2004 - April 2004
Education
Goldey Beacom College 2011 — 2012
Master of Science;, Finance
Wilmington University
Bachelor of Science, Accounting
Delaware Technical & Community College, Terry Campus
Associate, Applied Science; Business Administration-Accounting
UMB Fund Services March 2014 - Present
JDClark & Co Division of UMB Fund Services September 2011 - March 2014
PNC Global Investment Servicing September 2008 - September 2009
PNC Global Investment Servicing February 2006 - September 2008
Goodman Associates January 2004 - April 2004
Education
Goldey Beacom College 2011 — 2012
Master of Science;, Finance
Wilmington University
Bachelor of Science, Accounting
Delaware Technical & Community College, Terry Campus
Associate, Applied Science; Business Administration-Accounting
Marianne Roemer's PNC Global Investment Servicing Experience July 2006 - September 2010
Job Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon Asset Servicing July 2010 - Present
PNC Global Investment Servicing July 2006 - September 2010
PNC Global Investment Servicing July 2003 - July 2006
PNC Global Investment Servicing September 2001 - July 2003
Skills
Mutual Funds, Fund Accounting, Fixed Income, Securities, Bloomberg, Equities, Fund Administration, Financial Modeling, Financial Services, Valuation, Portfolio Management, Asset Management, Corporate Actions, Finance, Derivatives
Education
Nichols College 2005 — 2007
Master's, Business Administration
University of Massachusetts Lowell 1997 — 2001
Bachelor's, Business Administration
BNY Mellon Asset Servicing July 2010 - Present
PNC Global Investment Servicing July 2006 - September 2010
PNC Global Investment Servicing July 2003 - July 2006
PNC Global Investment Servicing September 2001 - July 2003
Skills
Mutual Funds, Fund Accounting, Fixed Income, Securities, Bloomberg, Equities, Fund Administration, Financial Modeling, Financial Services, Valuation, Portfolio Management, Asset Management, Corporate Actions, Finance, Derivatives
Education
Nichols College 2005 — 2007
Master's, Business Administration
University of Massachusetts Lowell 1997 — 2001
Bachelor's, Business Administration
Shamim Hussain's PNC Global Investment Servicing Experience 2007 - July 2010
Job Tax Manager at Deloitte
Industry Accounting
Experience
Deloitte May 2013 - Present
Grant Thornton LLP September 2011 - April 2013
BNY Mellon July 2010 - September 2011
PNC Global Investment Servicing 2007 - July 2010
PFPC Inc December 2003 - June 2007
Rothstein Kass 2001 - 2003
Skills
Hedge Funds, Mutual Funds, Private Equity, Tax, Fund Administration, Financial Reporting, Accounting, SEC filings
Education
Mohanlal Sukhadia University 1993 — 1995
BS, Accounting
R.M.V. 1987 — 1991
High School, Science and Maths
Deloitte May 2013 - Present
Grant Thornton LLP September 2011 - April 2013
BNY Mellon July 2010 - September 2011
PNC Global Investment Servicing 2007 - July 2010
PFPC Inc December 2003 - June 2007
Rothstein Kass 2001 - 2003
Skills
Hedge Funds, Mutual Funds, Private Equity, Tax, Fund Administration, Financial Reporting, Accounting, SEC filings
Education
Mohanlal Sukhadia University 1993 — 1995
BS, Accounting
R.M.V. 1987 — 1991
High School, Science and Maths
Anita Bujang's PNC Global Investment Servicing Experience 2000 - 2004
Job Associate at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs 2010 - Present
Goldman Sachs Asset Management 2006 - 2009
PFPC, Inc. 2004 - 2006
PNC Global Investment Servicing 2000 - 2004
Skills
Equities, Fixed Income, Private Equity, Tax, Hedge Funds
Education
Drexel University - College of Business and Administration 1997 — 1999
Bachelor of Science (B.S.), Human Resources and Operation Management
Goldman Sachs 2010 - Present
Goldman Sachs Asset Management 2006 - 2009
PFPC, Inc. 2004 - 2006
PNC Global Investment Servicing 2000 - 2004
Skills
Equities, Fixed Income, Private Equity, Tax, Hedge Funds
Education
Drexel University - College of Business and Administration 1997 — 1999
Bachelor of Science (B.S.), Human Resources and Operation Management
Doug Gorr's PNC Global Investment Servicing Experience April 2007 - December 2010
Job Software QA Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon August 2012 - Present
BNY Mellon Asset Servicing December 2010 - July 2012
PNC Global Investment Servicing April 2007 - December 2010
PFPC April 2006 - February 2007
Skills
Transfer Agency, Mutual Funds, Process Improvement, Customer Relations, Client Services, Customer Service, Test Planning
Education
University of Massachusetts at Amherst - Isenberg School of Management 1993 — 1996
Bachelor of Science, Management
University of Massachusetts, Amherst 1993 — 1996
BNY Mellon August 2012 - Present
BNY Mellon Asset Servicing December 2010 - July 2012
PNC Global Investment Servicing April 2007 - December 2010
PFPC April 2006 - February 2007
Skills
Transfer Agency, Mutual Funds, Process Improvement, Customer Relations, Client Services, Customer Service, Test Planning
Education
University of Massachusetts at Amherst - Isenberg School of Management 1993 — 1996
Bachelor of Science, Management
University of Massachusetts, Amherst 1993 — 1996
Anthony Mastrian's PNC Global Investment Servicing Experience December 2008 - October 2009
Job Client Service Representative IV Pinacle Support Treasury Management at PNC Financial Services Group
Industry Financial Services
Experience
PNC Financial Services Group October 2009 - Present
PNC Global Investment Servicing December 2008 - October 2009
One Communications October 2007 - June 2008
Goldstein's Furniture August 2006 - October 2007
Woods Enterprises November 2005 - August 2006
Sharon Tube Company August 2004 - November 2005
Education
Edinboro University of Pennsylvania 1999 — 2004
BS, Business Administration/Marketing
PNC Financial Services Group October 2009 - Present
PNC Global Investment Servicing December 2008 - October 2009
One Communications October 2007 - June 2008
Goldstein's Furniture August 2006 - October 2007
Woods Enterprises November 2005 - August 2006
Sharon Tube Company August 2004 - November 2005
Education
Edinboro University of Pennsylvania 1999 — 2004
BS, Business Administration/Marketing
Kirsten (Stommel) Gonneville's PNC Global Investment Servicing Experience 1992 - 2005
Job Dynamic Product Developer and Marketer
Industry Financial Services
Experience
Fidelity Investments February 2005 - February 2008
PNC Global Investment Servicing 1992 - 2005
Skills
Product Management, CRM, Enterprise Software
Education
Boston College - Wallace E. Carroll Graduate School of Management 1996 — 2001
Coursework
Wheaton College (MA) 1987 — 1991
Fidelity Investments February 2005 - February 2008
PNC Global Investment Servicing 1992 - 2005
Skills
Product Management, CRM, Enterprise Software
Education
Boston College - Wallace E. Carroll Graduate School of Management 1996 — 2001
Coursework
Wheaton College (MA) 1987 — 1991
Rich Chevalier's PNC Global Investment Servicing Experience 2000 - Present
Job Software Engineer IV at PNC Global Investment Servicing
Industry Computer Software
Experience
PNC Global Investment Servicing 2000 - Present
PFPC January 1998 - Present
Yardi 2012 - 2013
BNY Mellon 1998 - 2011
PFPC January 1998 - February 2000
PFPC formerly First Data Investor Services Group 1998 - 2000
Fidelity Investments May 1996 - January 1998
Allmerica Financial June 1993 - May 1996
Skills
Testing, Analysis, SDLC, Requirements Gathering, IT Management, Business Analysis, User Acceptance Testing, Business Requirements, Troubleshooting, VSAM, PMP, Management, Software Project..., SQL, Visio, Software Development, COBOL, XML, Agile Methodologies, Requirements Analysis, Software Documentation
Education
Northeastern University 1997 — 2008
PNC Global Investment Servicing 2000 - Present
PFPC January 1998 - Present
Yardi 2012 - 2013
BNY Mellon 1998 - 2011
PFPC January 1998 - February 2000
PFPC formerly First Data Investor Services Group 1998 - 2000
Fidelity Investments May 1996 - January 1998
Allmerica Financial June 1993 - May 1996
Skills
Testing, Analysis, SDLC, Requirements Gathering, IT Management, Business Analysis, User Acceptance Testing, Business Requirements, Troubleshooting, VSAM, PMP, Management, Software Project..., SQL, Visio, Software Development, COBOL, XML, Agile Methodologies, Requirements Analysis, Software Documentation
Education
Northeastern University 1997 — 2008
Steve Medsker's PNC Global Investment Servicing Experience 1989 - 1996
Job Director Product Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2004 - Present
Fidelity Investments November 2002 - September 2004
Fidelity Investments July 1996 - October 2002
Shareholder Services Group 1989 - 1996
PNC Global Investment Servicing 1989 - 1996
Skills
Systems Analysis, Remote Deposit Capture, Experience Design, Mobile Payments, Project Management, Product Development, Financial Services, Credit Cards, Mobile Devices, Leadership
Education
Florida State University 1986 — 1988
Bachelor of Science, Economics
Fidelity Investments September 2004 - Present
Fidelity Investments November 2002 - September 2004
Fidelity Investments July 1996 - October 2002
Shareholder Services Group 1989 - 1996
PNC Global Investment Servicing 1989 - 1996
Skills
Systems Analysis, Remote Deposit Capture, Experience Design, Mobile Payments, Project Management, Product Development, Financial Services, Credit Cards, Mobile Devices, Leadership
Education
Florida State University 1986 — 1988
Bachelor of Science, Economics
Mary Clare Ryan's PNC Global Investment Servicing Experience 1998 - 2006
Job Marketing and Advertising Professional
Industry Marketing and Advertising
Experience
PNC Global Investment Servicing 1998 - 2006
Education
State University of New York College at Buffalo 1964 — 1966
PNC Global Investment Servicing 1998 - 2006
Education
State University of New York College at Buffalo 1964 — 1966
Ashley Bara's PNC Global Investment Servicing Experience June 2006 - July 2010
Job Client Treasury Specialist 2 at BNY Mellon
Industry Investment Banking
Experience
BNY Mellon August 2012 - Present
BNY Mellon June 2006 - July 2012
PNC Global Investment Servicing June 2006 - July 2010
PNC Global Investment Servicing June 2007 - December 2007
PFPC, Inc. June 2006 - May 2007
Skills
Bloomberg, Excel, Word, Access, PowerPoint, Lotus Notes, Pricing, Bloomberg Terminal, Fixed Income, SQL, Microsoft Excel, Fund Accounting, Microsoft Word, Fund Administration, Fundstation, Analysis, Investments
Education
Bryant University 2002 — 2006
BSBA, Accounting Information Systems
Bryant University 2002 — 2006
Bachelor of Science, Business Administration; Accounting Information Systems
BNY Mellon August 2012 - Present
BNY Mellon June 2006 - July 2012
PNC Global Investment Servicing June 2006 - July 2010
PNC Global Investment Servicing June 2007 - December 2007
PFPC, Inc. June 2006 - May 2007
Skills
Bloomberg, Excel, Word, Access, PowerPoint, Lotus Notes, Pricing, Bloomberg Terminal, Fixed Income, SQL, Microsoft Excel, Fund Accounting, Microsoft Word, Fund Administration, Fundstation, Analysis, Investments
Education
Bryant University 2002 — 2006
BSBA, Accounting Information Systems
Bryant University 2002 — 2006
Bachelor of Science, Business Administration; Accounting Information Systems
Jodi (Kreutzer) O'Ferrall's PNC Global Investment Servicing Experience 2001 - Present
Job Account Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon July 2012 - Present
PNC Global Investment Servicing 2001 - Present
Skills
CRM, Banking, Business Analysis, Financial Services, Management, Process Improvement, Project Management, Relationship Management, Requirements Analysis, Requirements Gathering, Risk Management, SDLC, Business Requirements, Mutual Funds, Portfolio Management, Vendor Management
Education
University of Denver 1987 — 1991
BA, International Studie
BNY Mellon July 2012 - Present
PNC Global Investment Servicing 2001 - Present
Skills
CRM, Banking, Business Analysis, Financial Services, Management, Process Improvement, Project Management, Relationship Management, Requirements Analysis, Requirements Gathering, Risk Management, SDLC, Business Requirements, Mutual Funds, Portfolio Management, Vendor Management
Education
University of Denver 1987 — 1991
BA, International Studie
Marie Stark's PNC Global Investment Servicing Experience 2003 - June 2010
Job Team Lead at BNY Mellon
Industry Financial Services
Experience
BNY Mellon April 2003 - Present
PNC Global Investment Servicing 2003 - June 2010
Ingram Micro 1995 - 2001
fidelilty mutual life insurance 1980 - 1994
Education
Villanova University 1977 — 1980
MS, Computer Science
Rosemont College 1972 — 1976
BA, Biology
BNY Mellon April 2003 - Present
PNC Global Investment Servicing 2003 - June 2010
Ingram Micro 1995 - 2001
fidelilty mutual life insurance 1980 - 1994
Education
Villanova University 1977 — 1980
MS, Computer Science
Rosemont College 1972 — 1976
BA, Biology
Cyriake Doukas's PNC Global Investment Servicing Experience March 2008 - January 2010
Job Section Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon July 2010 - Present
PFPC March 2008 - January 2010
PNC Global Investment Servicing March 2008 - January 2010
Skills
SDLC, Financial Services, Risk Management, Project Management, Business Analysis, Project Delivery, Project Portfolio..., Vendor Management, Microsoft Excel, Relationship Management, Operations Management, Mutual Funds, Process Improvement
Education
Northeastern University 1990 — 1995
BS, Finance, International Business, Management
BNY Mellon July 2010 - Present
PFPC March 2008 - January 2010
PNC Global Investment Servicing March 2008 - January 2010
Skills
SDLC, Financial Services, Risk Management, Project Management, Business Analysis, Project Delivery, Project Portfolio..., Vendor Management, Microsoft Excel, Relationship Management, Operations Management, Mutual Funds, Process Improvement
Education
Northeastern University 1990 — 1995
BS, Finance, International Business, Management
Malcolm Pobjoy's PNC Global Investment Servicing Experience June 2008 - April 2010
Job Business Development at State Street
Industry Financial Services
Experience
State Street June 2012 - Present
HSBC Securities Services April 2010 - July 2012
PNC Global Investment Servicing June 2008 - April 2010
BNP Paribas Securities Services August 2005 - May 2008
Omgeo 2002 - 2005
Citigroup 1993 - 2001
Skills
Business Development, Hedge Funds, Fixed Income, Alternative Investments, Equities, Global Custody, Financial Services, Securities, Financial Markets, Investments, Fund Administration
Education
Brunel University London
Bachelor of Science (BSc), Math with Computer Science
State Street June 2012 - Present
HSBC Securities Services April 2010 - July 2012
PNC Global Investment Servicing June 2008 - April 2010
BNP Paribas Securities Services August 2005 - May 2008
Omgeo 2002 - 2005
Citigroup 1993 - 2001
Skills
Business Development, Hedge Funds, Fixed Income, Alternative Investments, Equities, Global Custody, Financial Services, Securities, Financial Markets, Investments, Fund Administration
Education
Brunel University London
Bachelor of Science (BSc), Math with Computer Science
Dianne Domeij's PNC Global Investment Servicing Experience April 2000 - November 2008
Job Sales Coordinator at HP Hood LLC
Industry Food & Beverages
Experience
HP Hood LLC April 2013 - Present
Fresenius Medical Care April 2012 - August 2012
Boston Scientific May 2011 - August 2011
Genzyme November 2010 - December 2010
Xcellerex, Inc. September 2010 - October 2010
EMC Computer Systems December 2009 - August 2010
TJX August 2009 - December 2009
PNC Global Investment Servicing April 2000 - November 2008
Data General Corp October 1996 - September 1998
Skills
Microsoft Office 2007, Microsoft Office 2003, Visio, Lotus Notes, Calendar management, Outlook, PowerPoint, Excel, Survey Monkey, Expense Report..., Customer Service, Executive Support, Human Resources support, Microsoft Office 2010, Polycom Video..., WebEx, Events Coordination, SAP, Oracle, Calendaring, Time Management, Human Resources
Education
Fitchburg State College 1974 — 1975
Undergraduate studies, Human Services, General
Westborough High School 1970 — 1974
HP Hood LLC April 2013 - Present
Fresenius Medical Care April 2012 - August 2012
Boston Scientific May 2011 - August 2011
Genzyme November 2010 - December 2010
Xcellerex, Inc. September 2010 - October 2010
EMC Computer Systems December 2009 - August 2010
TJX August 2009 - December 2009
PNC Global Investment Servicing April 2000 - November 2008
Data General Corp October 1996 - September 1998
Skills
Microsoft Office 2007, Microsoft Office 2003, Visio, Lotus Notes, Calendar management, Outlook, PowerPoint, Excel, Survey Monkey, Expense Report..., Customer Service, Executive Support, Human Resources support, Microsoft Office 2010, Polycom Video..., WebEx, Events Coordination, SAP, Oracle, Calendaring, Time Management, Human Resources
Education
Fitchburg State College 1974 — 1975
Undergraduate studies, Human Services, General
Westborough High School 1970 — 1974
Olha Karas's PNC Global Investment Servicing Experience March 2008 - April 2009
Job Senior Financial Analyst at PECO Energy
Industry Utilities
Experience
PECO Energy January 2013 - Present
PECO Energy March 2011 - January 2013
Exelon Power Team July 2009 - March 2011
PNC Global Investment Servicing March 2008 - April 2009
Skills
Financial Analysis, Trading, Commodity Markets, Business Process..., Cross-functional Team..., Process Improvement, Business Analysis, Analysis, Microsoft Excel, Data Analysis, Forecasting, SharePoint, PowerPoint, Energy, Budgets, Leadership
Education
Drexel University - LeBow College of Business 2007 — 2009
Bachelor of Science, Business Administration; Finance
PECO Energy January 2013 - Present
PECO Energy March 2011 - January 2013
Exelon Power Team July 2009 - March 2011
PNC Global Investment Servicing March 2008 - April 2009
Skills
Financial Analysis, Trading, Commodity Markets, Business Process..., Cross-functional Team..., Process Improvement, Business Analysis, Analysis, Microsoft Excel, Data Analysis, Forecasting, SharePoint, PowerPoint, Energy, Budgets, Leadership
Education
Drexel University - LeBow College of Business 2007 — 2009
Bachelor of Science, Business Administration; Finance
John ManWai Young's PNC Global Investment Servicing Experience October 1988 - March 1995
Job Retired
Industry Computer Software
Experience
Fidelity Investments March 1995 - November 2008
PNC Global Investment Servicing October 1988 - March 1995
Stone & Webster September 1987 - September 1988
COMPUTER ASSOCIATES April 1985 - September 1987
John Hancock July 1983 - 1985
Massachusetts Air National Guard March 1979 - January 1983
USAF December 1972 - March 1979
Skills
SDLC, Oracle, Unix, MVS, COBOL, Visio
Education
Suffolk University - Sawyer Business School 1982 — 1983
mba
Suffolk University - Sawyer Business School 1980 — 1982
bsba
Malden High School 1968 — 1970
Fidelity Investments March 1995 - November 2008
PNC Global Investment Servicing October 1988 - March 1995
Stone & Webster September 1987 - September 1988
COMPUTER ASSOCIATES April 1985 - September 1987
John Hancock July 1983 - 1985
Massachusetts Air National Guard March 1979 - January 1983
USAF December 1972 - March 1979
Skills
SDLC, Oracle, Unix, MVS, COBOL, Visio
Education
Suffolk University - Sawyer Business School 1982 — 1983
mba
Suffolk University - Sawyer Business School 1980 — 1982
bsba
Malden High School 1968 — 1970
Georgianna Varga's PNC Global Investment Servicing Experience August 1995 - July 2010
Job Financial Services Professional
Industry Financial Services
Experience
BNY Mellon July 2010 - September 2011
PNC Global Investment Servicing August 1995 - July 2010
Norwest Bank June 1990 - August 1995
Mellon Bank 1985 - 1990
Skills
Portfolio Management, Securities, Financial Services, Fixed Income, Securities Lending, Investments, Trading, Capital Markets, Relationship Management, Equities, Cash Management, Product Management, Bloomberg, Asset Management, Investment Management, Management, Mutual Funds, ETFs, Options, Client Service, Forecasting, Money Market, Budgets, Back Office, Derivatives, Settlement, Bonds, Product Development, Microsoft Office, Revenue Analysis, Collateral Management, Business Development, Leadership, Strategy, Financial Markets, Client Services, Budgeting
Education
University of St. Thomas 1992 — 1993
Finance
Robert Morris University 1986 — 1987
Finance
BNY Mellon July 2010 - September 2011
PNC Global Investment Servicing August 1995 - July 2010
Norwest Bank June 1990 - August 1995
Mellon Bank 1985 - 1990
Skills
Portfolio Management, Securities, Financial Services, Fixed Income, Securities Lending, Investments, Trading, Capital Markets, Relationship Management, Equities, Cash Management, Product Management, Bloomberg, Asset Management, Investment Management, Management, Mutual Funds, ETFs, Options, Client Service, Forecasting, Money Market, Budgets, Back Office, Derivatives, Settlement, Bonds, Product Development, Microsoft Office, Revenue Analysis, Collateral Management, Business Development, Leadership, Strategy, Financial Markets, Client Services, Budgeting
Education
University of St. Thomas 1992 — 1993
Finance
Robert Morris University 1986 — 1987
Finance
Mauro Imbillicieri's PNC Global Investment Servicing Experience January 1999 - December 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
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
Carol Miller's PNC Global Investment Servicing Experience 1993 - 2010
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Northeast Retirement Services 2010 - Present
PNC Global Investment Servicing 1993 - 2010
EDS 1992 - 1993
Blue Cross Blue Shield of Massachusetts 1982 - 1992
Skills
Project Management, SDLC, Requirements Gathering, Requirements Analysis, SQL, Business Analysis, Business Process, Leadership, Strategic Planning, COBOL, JCL, Software Documentation, Quality Assurance, Visio, Vendor Management, XML, Software Project..., VSAM, Software Development, Systems Analysis, User Acceptance Testing, Business Requirements, Testing, Integration, Databases, Financial Services, Microsoft Project, Business Intelligence, Scrum, IT Strategy, PMO, IT Management, Disaster Recovery, Project Portfolio..., PL/SQL, Risk Management, Process Improvement, Strategy, Program Management, Agile & Waterfall..., SSIS, SSRS, Visual Studio, Business Process..., Easytrieve, Healthcare, Cross-functional Team..., Cross-functional..., Information Technology, Technical Analysis
Education
William George
Advanced Project Management and Lean Six Sigma
New Horizons 2008 — 2011
Visual Studio, SQL Server, .Visual c#.NET, Web Design: XHTML, HTML and CSS, JavaScript
Northeastern University
Infomation Technology / Health Care
University of Massachusetts Boston
BA, Biology
Northeast Retirement Services 2010 - Present
PNC Global Investment Servicing 1993 - 2010
EDS 1992 - 1993
Blue Cross Blue Shield of Massachusetts 1982 - 1992
Skills
Project Management, SDLC, Requirements Gathering, Requirements Analysis, SQL, Business Analysis, Business Process, Leadership, Strategic Planning, COBOL, JCL, Software Documentation, Quality Assurance, Visio, Vendor Management, XML, Software Project..., VSAM, Software Development, Systems Analysis, User Acceptance Testing, Business Requirements, Testing, Integration, Databases, Financial Services, Microsoft Project, Business Intelligence, Scrum, IT Strategy, PMO, IT Management, Disaster Recovery, Project Portfolio..., PL/SQL, Risk Management, Process Improvement, Strategy, Program Management, Agile & Waterfall..., SSIS, SSRS, Visual Studio, Business Process..., Easytrieve, Healthcare, Cross-functional Team..., Cross-functional..., Information Technology, Technical Analysis
Education
William George
Advanced Project Management and Lean Six Sigma
New Horizons 2008 — 2011
Visual Studio, SQL Server, .Visual c#.NET, Web Design: XHTML, HTML and CSS, JavaScript
Northeastern University
Infomation Technology / Health Care
University of Massachusetts Boston
BA, Biology
Eileen Weinberg's PNC Global Investment Servicing Experience 1990 - 2006
Job Assistant Director for Graduate Studies at Temple University
Industry Higher Education
Experience
Temple University October 2009 - Present
Temple University October 2007 - October 2009
PFPC February 1990 - January 2006
PNC Global Investment Servicing 1990 - 2006
Skills
Process Improvement, Access
Education
Temple University
B.A., Psychology
Temple University October 2009 - Present
Temple University October 2007 - October 2009
PFPC February 1990 - January 2006
PNC Global Investment Servicing 1990 - 2006
Skills
Process Improvement, Access
Education
Temple University
B.A., Psychology
Mumin Ransom's PNC Global Investment Servicing Experience 2001 - 2004
Job Principal Engineer MBA
Industry Telecommunications
Experience
Comcast Cable 2013 - Present
Comcast October 2008 - June 2013
Comcast Cable September 2004 - October 2008
PNC Global Investment Servicing 2001 - 2004
Academy of Natural Sciences September 1998 - September 2001
NetCarrier 1999 - 2000
Skills
Electronic Sell Through, Agile Methodologies, Scrum, Integration, Network Engineering, TCP/IP, Telecommunications, IP, Agile Project Management, BGP, DNS, VoIP, Apache, Networking, OSPF, Unix, DHCP, Enterprise Software, Network Design, VOD, SDLC, DOCSIS, IPv6, Data Center, Load Balancing, Strategic Planning, Vendor Management, Product Development, Routers, Linux, Routing, Sprint Planning, Kanban, High Availability, Project Planning, Continuous Improvement, Continuous Integration, Ethernet, Cross-functional Team..., Wireless, Management, Team Leadership, Leadership, Troubleshooting, Cloud Computing, Program Management, Broadband, Software Development, Cisco Technologies, Switches
Education
Jones International University 2012 — 2014
Master of Business Administration (M.B.A.), Information Technology
Peirce 2002 — 2005
Bachelor of Science (B.S.), Information Technology
Comcast Cable 2013 - Present
Comcast October 2008 - June 2013
Comcast Cable September 2004 - October 2008
PNC Global Investment Servicing 2001 - 2004
Academy of Natural Sciences September 1998 - September 2001
NetCarrier 1999 - 2000
Skills
Electronic Sell Through, Agile Methodologies, Scrum, Integration, Network Engineering, TCP/IP, Telecommunications, IP, Agile Project Management, BGP, DNS, VoIP, Apache, Networking, OSPF, Unix, DHCP, Enterprise Software, Network Design, VOD, SDLC, DOCSIS, IPv6, Data Center, Load Balancing, Strategic Planning, Vendor Management, Product Development, Routers, Linux, Routing, Sprint Planning, Kanban, High Availability, Project Planning, Continuous Improvement, Continuous Integration, Ethernet, Cross-functional Team..., Wireless, Management, Team Leadership, Leadership, Troubleshooting, Cloud Computing, Program Management, Broadband, Software Development, Cisco Technologies, Switches
Education
Jones International University 2012 — 2014
Master of Business Administration (M.B.A.), Information Technology
Peirce 2002 — 2005
Bachelor of Science (B.S.), Information Technology
James Foggo's PNC Global Investment Servicing Experience Director of Fund OperationsSEI InvestmentsOctober 2000 - October 2003
Job VP/Senior Director AML, Tax Reporting and Audit Operations at PNC Global Investment Servicing
Industry Financial Services
Experience
PNC Global Investment Servicing Director of Fund OperationsSEI InvestmentsOctober 2000 - October 2003
Education
Seton Hall University School of Law 1990 — 1993
J.D., Law
PNC Global Investment Servicing Director of Fund OperationsSEI InvestmentsOctober 2000 - October 2003
Education
Seton Hall University School of Law 1990 — 1993
J.D., Law
Frank Obara's PNC Global Investment Servicing Experience October 2007 - Present
Job Business Systems Analyst at BNY Mellon Asset Servicing
Industry Information Technology and Services
Experience
BNY Mellon Asset Servicing 2007 - Present
PNC Global Investment Servicing October 2007 - Present
AIG American General 2006 - 2007
First Data Corporation 2006 - 2006
Union Park Automotive 1997 - 1998
Skills
Microsoft Office, Data Warehousing, Business Analysis, Data Management, Crystal Reports, Business Objects, Databases, SQL, Business Requirements, Troubleshooting, Requirements Gathering, System Testing, Mutual Funds, Access, User Acceptance Testing, Requirements Analysis, Software Documentation, Systems Analysis, Financial Services, Business Intelligence, Testing, SDLC, Visio, SharePoint, Quality Assurance
Education
University of Delaware 1991 — 2011
Bachelor of Arts, History
Salesianum 1986 — 1990
High School Diploma, Academics / College prep
BNY Mellon Asset Servicing 2007 - Present
PNC Global Investment Servicing October 2007 - Present
AIG American General 2006 - 2007
First Data Corporation 2006 - 2006
Union Park Automotive 1997 - 1998
Skills
Microsoft Office, Data Warehousing, Business Analysis, Data Management, Crystal Reports, Business Objects, Databases, SQL, Business Requirements, Troubleshooting, Requirements Gathering, System Testing, Mutual Funds, Access, User Acceptance Testing, Requirements Analysis, Software Documentation, Systems Analysis, Financial Services, Business Intelligence, Testing, SDLC, Visio, SharePoint, Quality Assurance
Education
University of Delaware 1991 — 2011
Bachelor of Arts, History
Salesianum 1986 — 1990
High School Diploma, Academics / College prep
Steve O'Neil's PNC Global Investment Servicing Experience March 2006 - January 2009
Job Senior Business Analyst BNY Mellon
Industry Financial Services
Experience
BNY Mellon November 2009 - Present
PNC Global Investment Servicing March 2006 - January 2009
PFPC 1998 - March 2006
First Data Corporation 1997 - 1997
First Data Corporation 1991 - 1996
The Boston Company 1986 - 1991
The Boston Company 1983 - 1991
Skills
Mutual Funds, Fund Accounting, SDLC, Business Analysis, Transfer Agency, Software Documentation, Systems Analysis, Requirements Gathering, Testing, Analysis, Accounting, Financial Services, PMP, Business Requirements, Securities, Oracle, Cross-functional Team..., System Testing, Software Development
Education
Franklin Pierce University 1972 — 1976
BA, Economics and Management
BNY Mellon November 2009 - Present
PNC Global Investment Servicing March 2006 - January 2009
PFPC 1998 - March 2006
First Data Corporation 1997 - 1997
First Data Corporation 1991 - 1996
The Boston Company 1986 - 1991
The Boston Company 1983 - 1991
Skills
Mutual Funds, Fund Accounting, SDLC, Business Analysis, Transfer Agency, Software Documentation, Systems Analysis, Requirements Gathering, Testing, Analysis, Accounting, Financial Services, PMP, Business Requirements, Securities, Oracle, Cross-functional Team..., System Testing, Software Development
Education
Franklin Pierce University 1972 — 1976
BA, Economics and Management
Brian Molter's PNC Global Investment Servicing Experience July 2007 - February 2009
Job Software QA Analyst III for BNY Mellon
Industry Financial Services
Experience
BNY Mellon December 2010 - Present
ROTOscouting.com March 2014 - September 2014
Wolters Kluwer Financial Services July 2010 - December 2010
H & R Block December 2009 - April 2010
PNC Global Investment Servicing July 2007 - February 2009
PFPC July 2005 - July 2007
PFPC October 2004 - July 2005
PFPC July 2003 - October 2004
ITworld.com November 1999 - May 2001
Suburban Staffing, Inc. 1998 - 1998
Skills
Mutual Funds, Process Improvement, Business Analysis, CRM, Accounting, Finance, Project Management
Education
Syracuse University - S.I. Newhouse School of Public Communications 1994 — 1998
B.S., newhouse
Syracuse University
Bachelor's degree, Broadcast Journalism
westborough high school
BNY Mellon December 2010 - Present
ROTOscouting.com March 2014 - September 2014
Wolters Kluwer Financial Services July 2010 - December 2010
H & R Block December 2009 - April 2010
PNC Global Investment Servicing July 2007 - February 2009
PFPC July 2005 - July 2007
PFPC October 2004 - July 2005
PFPC July 2003 - October 2004
ITworld.com November 1999 - May 2001
Suburban Staffing, Inc. 1998 - 1998
Skills
Mutual Funds, Process Improvement, Business Analysis, CRM, Accounting, Finance, Project Management
Education
Syracuse University - S.I. Newhouse School of Public Communications 1994 — 1998
B.S., newhouse
Syracuse University
Bachelor's degree, Broadcast Journalism
westborough high school
Renee Eckley's PNC Global Investment Servicing Experience April 2007 - February 2009
Job at R.Y.E. Business Solutions
Industry Management Consulting
Experience
R.Y.E. Business Solutions September 2009 - Present
PNC Global Investment Servicing April 2007 - February 2009
John T. Wertz July 2004 - September 2006
Aqua- Life, Inc. September 1981 - June 2004
Education
Widener University School of Law (PA) 1992 — 1996
Juris Doctor, Law
Alvernia University
BA, Double major: Management, Banking, Finance
Saint Joseph's University
MBA
R.Y.E. Business Solutions September 2009 - Present
PNC Global Investment Servicing April 2007 - February 2009
John T. Wertz July 2004 - September 2006
Aqua- Life, Inc. September 1981 - June 2004
Education
Widener University School of Law (PA) 1992 — 1996
Juris Doctor, Law
Alvernia University
BA, Double major: Management, Banking, Finance
Saint Joseph's University
MBA
Lisette Tarragano's PNC Global Investment Servicing Experience 2005 - 2010
Job VP at BNY Mellon Asset Servicing
Industry Financial Services
Experience
BNY Mellon Asset Servicing May 2005 - Present
HHOA 2006 - 2012
PNC Global Investment Servicing 2005 - 2010
Skills
Securities, Risk Management, Asset Management, AML, Compliance
Education
Temple University - James E. Beasley School of Law 1999 — 2002
JD
Fairleigh Dickinson University 1975 — 1979
BS
BNY Mellon Asset Servicing May 2005 - Present
HHOA 2006 - 2012
PNC Global Investment Servicing 2005 - 2010
Skills
Securities, Risk Management, Asset Management, AML, Compliance
Education
Temple University - James E. Beasley School of Law 1999 — 2002
JD
Fairleigh Dickinson University 1975 — 1979
BS
James Njenga's PNC Global Investment Servicing Experience January 2006 - August 2007
Job Sr Tax Analyst at BNY Mellon
Industry Financial Services
Experience
BNY Mellon September 2010 - Present
Global Logistics 2011 - 2013
Global Logistics 2011 - 2013
Deloitte Tax September 2007 - May 2009
PNC Global Investment Servicing January 2006 - August 2007
PNC Financial Services Group 2003 - January 2006
Skills
Accounting, Internal Controls, Financial Reporting, Tax, Tax Research, Auditing, Tax Accounting, Financial Accounting, Sarbanes-Oxley Act, Account Reconciliation, Financial Analysis, Income Tax, Microsoft Excel, Finance, Corporate Tax, Financial Statements, Investments, GAAP, Budgets, General Ledger
Education
Eastern University 2000 — 2002
MBA, Non Profit Management
Andrews University 1994 — 1999
BBA, Accounting
BNY Mellon September 2010 - Present
Global Logistics 2011 - 2013
Global Logistics 2011 - 2013
Deloitte Tax September 2007 - May 2009
PNC Global Investment Servicing January 2006 - August 2007
PNC Financial Services Group 2003 - January 2006
Skills
Accounting, Internal Controls, Financial Reporting, Tax, Tax Research, Auditing, Tax Accounting, Financial Accounting, Sarbanes-Oxley Act, Account Reconciliation, Financial Analysis, Income Tax, Microsoft Excel, Finance, Corporate Tax, Financial Statements, Investments, GAAP, Budgets, General Ledger
Education
Eastern University 2000 — 2002
MBA, Non Profit Management
Andrews University 1994 — 1999
BBA, Accounting
Daryl Hershaff's PNC Global Investment Servicing Experience June 1999 - June 2010
Job Project Manager at BNY Mellon
Industry Information Technology and Services
Experience
BNY Mellon June 1999 - Present
PNC Financial Services Group January 2002 - July 2010
PNC Global Investment Servicing June 1999 - June 2010
ETS January 1976 - July 1979
Skills
Business Analysis, Financial Services, Project Management, Mutual Funds, SDLC, Process Improvement, Securities, Equities
Education
Queens College
BNY Mellon June 1999 - Present
PNC Financial Services Group January 2002 - July 2010
PNC Global Investment Servicing June 1999 - June 2010
ETS January 1976 - July 1979
Skills
Business Analysis, Financial Services, Project Management, Mutual Funds, SDLC, Process Improvement, Securities, Equities
Education
Queens College
Martha E. Fox's PNC Global Investment Servicing Experience September 2004 - April 2011
Job at BNY Mellon Asset Servicing
Industry Financial Services
Experience
BNY Mellon Asset Servicing July 2010 - Present
PNC Global Investment Servicing September 2004 - April 2011
Columbia Management Group 2001 - 2004
Bank of America (Nations Bank, Fleet Financial Group) 1993 - 2004
Education
Suffolk University - Sawyer Business School 1991 — 1993
MBA, Finance
Northeastern University 1974 — 1979
BA, Political Science/Public Administration
BNY Mellon Asset Servicing July 2010 - Present
PNC Global Investment Servicing September 2004 - April 2011
Columbia Management Group 2001 - 2004
Bank of America (Nations Bank, Fleet Financial Group) 1993 - 2004
Education
Suffolk University - Sawyer Business School 1991 — 1993
MBA, Finance
Northeastern University 1974 — 1979
BA, Political Science/Public Administration
Shawn Rowe's PNC Global Investment Servicing Experience January 2005 - December 2008
Job Supervisor at BNY Mellon Asset Servicing
Industry Financial Services
Experience
BNY Mellon Asset Servicing March 2010 - March 2012
PNC Global Investment Servicing January 2005 - December 2008
Wachovia Corp July 2003 - December 2004
PFPC Inc December 1997 - June 2003
Scudder Investments 1989 - 1996
Education
State University of New York College at Oswego 1983 — 1985
BA, Sociology
Herkimer County Comm College 1981 — 1983
AAS, Business Administration
BNY Mellon Asset Servicing March 2010 - March 2012
PNC Global Investment Servicing January 2005 - December 2008
Wachovia Corp July 2003 - December 2004
PFPC Inc December 1997 - June 2003
Scudder Investments 1989 - 1996
Education
State University of New York College at Oswego 1983 — 1985
BA, Sociology
Herkimer County Comm College 1981 — 1983
AAS, Business Administration
Keith Horan's PNC Global Investment Servicing Experience 1994 - Present
Job Lead Programmer BNY Mellon Asset Servicing
Industry Financial Services
Experience
PNC Financial Services Group January 1994 - Present
PNC Global Investment Servicing 1994 - Present
Premier Solutions March 1984 - January 1994
Education
Penn State University 1975 — 1980
B.S. Petroleum and Natural Gas Engineering
PNC Financial Services Group January 1994 - Present
PNC Global Investment Servicing 1994 - Present
Premier Solutions March 1984 - January 1994
Education
Penn State University 1975 — 1980
B.S. Petroleum and Natural Gas Engineering
Jean Senat's PNC Global Investment Servicing Experience February 2007 - May 2009
Job Payroll Analysis at BAE Systems
Industry Accounting
Experience
BAE Systems January 2012 - Present
UMB Fund Services February 2010 - August 2011
PNC Global Investment Servicing February 2007 - May 2009
IRS - Davies County January 2006 - January 2007
Brescia University July 2005 - January 2007
Skills
Account Reconciliation, Bloomberg, Microsoft Office, General Ledger, Geneva, Oracle, Mfact, Hedge Funds, Year End Accounts, IDC, Research, Asset Allocation, Expense Allocation, Forecasting, Budget, Invoice Processing, Accounts Payable
Education
Brescia University 2005 — 2006
Master of Science, Management
Brescia University 2001 — 2004
Bachelor of Science, Accounting
Sussex Central High 1994 — 1998
High School
BAE Systems January 2012 - Present
UMB Fund Services February 2010 - August 2011
PNC Global Investment Servicing February 2007 - May 2009
IRS - Davies County January 2006 - January 2007
Brescia University July 2005 - January 2007
Skills
Account Reconciliation, Bloomberg, Microsoft Office, General Ledger, Geneva, Oracle, Mfact, Hedge Funds, Year End Accounts, IDC, Research, Asset Allocation, Expense Allocation, Forecasting, Budget, Invoice Processing, Accounts Payable
Education
Brescia University 2005 — 2006
Master of Science, Management
Brescia University 2001 — 2004
Bachelor of Science, Accounting
Sussex Central High 1994 — 1998
High School
Barbara Deckard's PNC Global Investment Servicing Experience April 1992 - July 2010
Job at BNY Mellon
Industry Financial Services
Experience
BNY Mellon Asset Servicing July 2010 - Present
BNY Mellon 2010 - Present
PNC Financial Services Group April 1992 - July 2010
PNC Global Investment Servicing April 1992 - July 2010
Education
La Salle University
BS, Finance
BNY Mellon Asset Servicing July 2010 - Present
BNY Mellon 2010 - Present
PNC Financial Services Group April 1992 - July 2010
PNC Global Investment Servicing April 1992 - July 2010
Education
La Salle University
BS, Finance
Dana Mabrourk's PNC Global Investment Servicing Experience June 2008 - Present
Job Investment Accountant 1 at PNC Global Investment Servicing
Industry Financial Services
Experience
PNC Global Investment Servicing June 2008 - Present
Education
University of Delaware - Lerner College of Business and Economics 1999 — 2003
Bachelor, Business Administration, Marketing
PNC Global Investment Servicing June 2008 - Present
Education
University of Delaware - Lerner College of Business and Economics 1999 — 2003
Bachelor, Business Administration, Marketing
Aiwu Mao's PNC Global Investment Servicing Experience 2001 - June 2010
Job Sr. Server Tech Consultant
Industry Financial Services
Experience
BNY Mellon March 2001 - Present
PNC Global Investment Servicing 2001 - June 2010
3Com August 2000 - March 2001
GE Healthcare August 1999 - August 2000
Medical College of Wisconsin 1997 - August 1999
Skills
Solaris, Veritas Storage..., RedHat, Clariion, SAN, DNS, Storage, NAS
Education
Marquette University 1997 — 1999
Master's degree
BNY Mellon March 2001 - Present
PNC Global Investment Servicing 2001 - June 2010
3Com August 2000 - March 2001
GE Healthcare August 1999 - August 2000
Medical College of Wisconsin 1997 - August 1999
Skills
Solaris, Veritas Storage..., RedHat, Clariion, SAN, DNS, Storage, NAS
Education
Marquette University 1997 — 1999
Master's degree
Lorraine Holowka's PNC Global Investment Servicing Experience 2004 - 2009
Job AIS Client Service Officer at BNY Mellon
Industry Financial Services
Experience
BNY Mellon January 2013 - Present
BNY Mellon November 2004 - January 2013
BNY Mellon Asset Servicing November 2004 - August 2010
PNC Global Investment Servicing 2004 - 2009
PFPC 2004 - 2009
Commodities Corporation 1999 - 2004
Goldman Sachs Hedge Fund Strategies Group 1999 - 2004
New York Stock Exchange 1987 - 1999
Education
Manhattan College 1985 — 1987
BS, Finance
BNY Mellon January 2013 - Present
BNY Mellon November 2004 - January 2013
BNY Mellon Asset Servicing November 2004 - August 2010
PNC Global Investment Servicing 2004 - 2009
PFPC 2004 - 2009
Commodities Corporation 1999 - 2004
Goldman Sachs Hedge Fund Strategies Group 1999 - 2004
New York Stock Exchange 1987 - 1999
Education
Manhattan College 1985 — 1987
BS, Finance
Joe Oh's PNC Global Investment Servicing Experience December 2006 - May 2008
Job West Sector Finance, Associate Finance Manager at Unilever
Industry Consumer Goods
Experience
Unilever October 2013 - Present
Unilever October 2012 - October 2013
LG Electronics January 2012 - September 2012
LG Electronics January 2010 - January 2012
LG Electronics July 2008 - January 2010
PNC Global Investment Servicing December 2006 - May 2008
JPMorgan Chase September 2004 - September 2006
Skills
Financial Modeling, Sensitivity Analysis, P&L Management, Profitability Analysis, Process Improvement, Contract Negotiation, Corporate Finance, Customer Trade Analysis..., Effective Presentation, Trade Marketing, Customer Profitability, Excel Dashboards, Report Development, Marketing Mix, Trade Fund Management, Product Management, Forecasting, Market Research, Cross-functional Team..., Valuation, Strategic Financial..., Analysis, CO-PA, Variance Analysis, CRM, Financial Planning, Management, Product Marketing, Financial Analysis
Education
Brandeis University 1999 — 2003
Bachelor of Arts, Economics
Investment Banking Institute 2011 — 2011
Financial Modeling and Valuation
Boston College 2003 — 2003
Summer Course, Financial and Managerial Accounting, 4.0
연세대학교 / Yonsei University 2000 — 2000
Summer Semester, Courses in Economics, Korean Language
CFA Institute
Passed Level 1 Exam, Finance
Unilever October 2013 - Present
Unilever October 2012 - October 2013
LG Electronics January 2012 - September 2012
LG Electronics January 2010 - January 2012
LG Electronics July 2008 - January 2010
PNC Global Investment Servicing December 2006 - May 2008
JPMorgan Chase September 2004 - September 2006
Skills
Financial Modeling, Sensitivity Analysis, P&L Management, Profitability Analysis, Process Improvement, Contract Negotiation, Corporate Finance, Customer Trade Analysis..., Effective Presentation, Trade Marketing, Customer Profitability, Excel Dashboards, Report Development, Marketing Mix, Trade Fund Management, Product Management, Forecasting, Market Research, Cross-functional Team..., Valuation, Strategic Financial..., Analysis, CO-PA, Variance Analysis, CRM, Financial Planning, Management, Product Marketing, Financial Analysis
Education
Brandeis University 1999 — 2003
Bachelor of Arts, Economics
Investment Banking Institute 2011 — 2011
Financial Modeling and Valuation
Boston College 2003 — 2003
Summer Course, Financial and Managerial Accounting, 4.0
연세대학교 / Yonsei University 2000 — 2000
Summer Semester, Courses in Economics, Korean Language
CFA Institute
Passed Level 1 Exam, Finance
Scott Hilton's PNC Global Investment Servicing Experience February 1998 - March 2011
Job Managing Director at BlackRock
Industry Financial Services
Experience
BlackRock April 2011 - Present
PNC Global Investment Servicing February 1998 - March 2011
Deloitte September 1990 - February 1998
Skills
Equities, Hedge Funds, Alternative Investments, Mutual Funds, Fund Accounting, Fund Administration, Financial Reporting, Financial Services, Fixed Income
Education
Seton Hall University
BS, Accounting
BlackRock April 2011 - Present
PNC Global Investment Servicing February 1998 - March 2011
Deloitte September 1990 - February 1998
Skills
Equities, Hedge Funds, Alternative Investments, Mutual Funds, Fund Accounting, Fund Administration, Financial Reporting, Financial Services, Fixed Income
Education
Seton Hall University
BS, Accounting
William Grassey's PNC Global Investment Servicing Experience September 2001 - January 2009
Job United States Postal Service
Industry Financial Services
Experience
United States Postal Service November 2010 - Present
WheelhouseTees.com February 2009 - November 2010
PNC Global Investment Servicing September 2001 - January 2009
Lumber Insurance Companies September 1998 - June 2001
Putnam Investments September 1996 - August 1998
Skills
E-commerce, Start-ups, Sales, Microsoft Office, Customer Service, Microsoft Excel, Financial Analysis, Banking, Strategic Planning, Business Analysis, Risk Management, Project Management, Leadership, Team Building
Education
Northeastern University 1992 — 1997
BS, Business, Marketing, Finance
Natick High School
United States Postal Service November 2010 - Present
WheelhouseTees.com February 2009 - November 2010
PNC Global Investment Servicing September 2001 - January 2009
Lumber Insurance Companies September 1998 - June 2001
Putnam Investments September 1996 - August 1998
Skills
E-commerce, Start-ups, Sales, Microsoft Office, Customer Service, Microsoft Excel, Financial Analysis, Banking, Strategic Planning, Business Analysis, Risk Management, Project Management, Leadership, Team Building
Education
Northeastern University 1992 — 1997
BS, Business, Marketing, Finance
Natick High School
Shane Linkous's PNC Global Investment Servicing Experience October 2006 - April 2008
Job Staff Accountant at University of South Florida
Industry Accounting
Experience
University of South Florida September 2013 - Present
New College of Florida August 2011 - September 2013
Custom Carts, Inc March 2011 - August 2011
SEI April 2008 - May 2010
PNC Global Investment Servicing October 2006 - April 2008
Skills
Accounting, Financial Accounting, Finance, Microsoft Excel, Financial Analysis, Research, Data Analysis, Budgets, Customer Service, Higher Education, Microsoft Office, Outlook, Process Improvement, Management, Policy, Business Analysis
Education
Temple University - Fox School of Business and Management 2007 — 2009
Masters, Accounting and Financial Management
City College of New York 2002 — 2004
BA
New College of Florida 1993 — 1996
University of South Florida September 2013 - Present
New College of Florida August 2011 - September 2013
Custom Carts, Inc March 2011 - August 2011
SEI April 2008 - May 2010
PNC Global Investment Servicing October 2006 - April 2008
Skills
Accounting, Financial Accounting, Finance, Microsoft Excel, Financial Analysis, Research, Data Analysis, Budgets, Customer Service, Higher Education, Microsoft Office, Outlook, Process Improvement, Management, Policy, Business Analysis
Education
Temple University - Fox School of Business and Management 2007 — 2009
Masters, Accounting and Financial Management
City College of New York 2002 — 2004
BA
New College of Florida 1993 — 1996
Victor Angmor-Teye's PNC Global Investment Servicing Experience February 2007 - February 2010
Job Senior Accountant, Financial Reporting, Citco Fund Services(Malvern ) Inc.
Industry Financial Services
Experience
Citco Fund Services October 2012 - Present
BNY Mellon February 2010 - Present
PNC Global Investment Servicing February 2007 - February 2010
Skills
Investments, Banking, Customer Relations, Risk, Budgeting, Compliance, Trading, Securities, Hedge Funds, Corporate Actions, Derivatives, Fixed Income, Swaps, Currency, Options, Fund Accounting, Account Reconciliation, Alternative Investments, Auditing, Bloomberg, Budgets, Customer Service, Finance, Financial Risk
Education
Delaware State University 2003 — 2006
BS, Accounting
Citco Fund Services October 2012 - Present
BNY Mellon February 2010 - Present
PNC Global Investment Servicing February 2007 - February 2010
Skills
Investments, Banking, Customer Relations, Risk, Budgeting, Compliance, Trading, Securities, Hedge Funds, Corporate Actions, Derivatives, Fixed Income, Swaps, Currency, Options, Fund Accounting, Account Reconciliation, Alternative Investments, Auditing, Bloomberg, Budgets, Customer Service, Finance, Financial Risk
Education
Delaware State University 2003 — 2006
BS, Accounting
LaToya Dionne's PNC Global Investment Servicing Experience July 2005 - February 2006
Job Accounting professional with budgeting, reconciliation, management and client servicing skills
Industry Financial Services
Experience
BNY Mellon July 2006 - September 2014
PNC Global Investment Servicing July 2005 - February 2006
PNC Global Investment Servicing October 2001 - July 2005
PFPC June 1998 - October 2001
Skills
Client Services, Budgets, Microsoft Excel, Accounting, Finance, Analysis, Access, Invoicing, Internal Audit, Business Process, Financial Analysis, Financial Reporting, Mutual Funds, Risk Management, Financial Services, Banking, Cash Management, Account Reconciliation, Management, Leadership, Accounts Payable, Process Improvement
Education
Morgan State University 1994 — 1998
BS, Accounting
Central High School 1990 — 1994
BNY Mellon July 2006 - September 2014
PNC Global Investment Servicing July 2005 - February 2006
PNC Global Investment Servicing October 2001 - July 2005
PFPC June 1998 - October 2001
Skills
Client Services, Budgets, Microsoft Excel, Accounting, Finance, Analysis, Access, Invoicing, Internal Audit, Business Process, Financial Analysis, Financial Reporting, Mutual Funds, Risk Management, Financial Services, Banking, Cash Management, Account Reconciliation, Management, Leadership, Accounts Payable, Process Improvement
Education
Morgan State University 1994 — 1998
BS, Accounting
Central High School 1990 — 1994
Thomas Woislaw's PNC Global Investment Servicing Experience Vice President & Principal OfficerSUN LIFE FINANCIALMay 1998 - April 2004
Job Managing Director at BNY Mellon
Industry Financial Services
Experience
PNC Global Investment Servicing Vice President & Principal OfficerSUN LIFE FINANCIALMay 1998 - April 2004
Boston Financial Data Services February 1982 - March 1983
Education
Worcester Polytechnic Institute 1997 — 1998
UNIX / C / C++
Boston University 1984 — 1986
Computer Science, Logic, and Mathematics
Yale University 1978 — 1981
Applied Mathematics
PNC Global Investment Servicing Vice President & Principal OfficerSUN LIFE FINANCIALMay 1998 - April 2004
Boston Financial Data Services February 1982 - March 1983
Education
Worcester Polytechnic Institute 1997 — 1998
UNIX / C / C++
Boston University 1984 — 1986
Computer Science, Logic, and Mathematics
Yale University 1978 — 1981
Applied Mathematics
Joshua Nortey's PNC Global Investment Servicing Experience July 2005 - December 2008
Job INVESTMENT ACCOUNTANT at PNC Financial Services Group
Industry Financial Services
Experience
PNC Financial Services Group January 2008 - Present
PNC Global Investment Servicing July 2005 - December 2008
Ministry of Finance September 1998 - December 2004
Education
Maastricht School of Management 2002 — 2003
MBA, Corporate Strategy & Economic Policy (Economics, Accounting, Corporate Strategy Policy Formulation
PNC Financial Services Group January 2008 - Present
PNC Global Investment Servicing July 2005 - December 2008
Ministry of Finance September 1998 - December 2004
Education
Maastricht School of Management 2002 — 2003
MBA, Corporate Strategy & Economic Policy (Economics, Accounting, Corporate Strategy Policy Formulation
Brian McKeon's PNC Global Investment Servicing Experience August 1995 - April 2002
Job Financial Manager
Industry Financial Services
Experience
Bank of New York Mellon March 2012 - November 2012
Bank of New York Mellon (formerly PNC Global Investment Servicing) April 2002 - March 2012
PNC Global Investment Servicing August 1995 - April 2002
PNC Trust Company of New York April 1989 - August 1995
PNC Trust Company of New York March 1986 - April 1989
Skills
Financial Reporting, Forecasting, Financial Planning, Financial Management, Budgeting, Financial Analysis, Accounting, Excel, Accounts Payable, General Ledger, Strategic Financial..., Internal Controls, Managerial Finance, Financial Modeling, Finance, Variance Analysis, Budgets, Microsoft Excel, Accounts Receivable, Software Documentation, Auditing, PeopleSoft, Invoicing, Sarbanes-Oxley Act, Journal Entries, Banking, Cost Accounting, Analysis, Cash Management, Corporate Finance, Account Reconciliation, Management, Financial Services, Financial Statements
Education
St. John's University
Advanced Professional Certificate, Accounting - Controllership
St. John's University
MBA, Finance
St. Francis College
BS, Business Management
Bank of New York Mellon March 2012 - November 2012
Bank of New York Mellon (formerly PNC Global Investment Servicing) April 2002 - March 2012
PNC Global Investment Servicing August 1995 - April 2002
PNC Trust Company of New York April 1989 - August 1995
PNC Trust Company of New York March 1986 - April 1989
Skills
Financial Reporting, Forecasting, Financial Planning, Financial Management, Budgeting, Financial Analysis, Accounting, Excel, Accounts Payable, General Ledger, Strategic Financial..., Internal Controls, Managerial Finance, Financial Modeling, Finance, Variance Analysis, Budgets, Microsoft Excel, Accounts Receivable, Software Documentation, Auditing, PeopleSoft, Invoicing, Sarbanes-Oxley Act, Journal Entries, Banking, Cost Accounting, Analysis, Cash Management, Corporate Finance, Account Reconciliation, Management, Financial Services, Financial Statements
Education
St. John's University
Advanced Professional Certificate, Accounting - Controllership
St. John's University
MBA, Finance
St. Francis College
BS, Business Management
Eric Falese's PNC Global Investment Servicing Experience December 2008 - July 2010
Job Customer Service Supervisor at Jackson Family Wines
Industry Wine and Spirits
Experience
Jackson Family Wines February 2014 - Present
Jackson Family Wines May 2013 - February 2014
Jackson Family Wines May 2011 - April 2013
Bank of New York Mellon December 2008 - February 2011
PNC Global Investment Servicing December 2008 - July 2010
Commerce Bank July 2004 - January 2007
Skills
Customer Service, Inventory Management, Project Management, PowerPoint, Retail, Microsoft Office, Logistics, Customer Relations, Excel, Sales Support, Outlook, Teamwork, Operations Management, Time Management, Microsoft Excel, Team Building, Order Fulfillment, Retail Banking, Transaction Processing, Export Documentation, JD Edwards, Banking, Lotus Notes, Word, IT Hardware Support, Employee Training, Asset Allocation, International Shipping, Communication Skills, Wine Tasting, Analysis, Wine, Process Improvement, Training, Finance, Communication, Microsoft Word
Education
Saint Joseph's University 2004 — 2009
Bachelor of Arts, Economics, Fine and Performing Arts
Napa Valley College
Viticulture and Enology
Jackson Family Wines February 2014 - Present
Jackson Family Wines May 2013 - February 2014
Jackson Family Wines May 2011 - April 2013
Bank of New York Mellon December 2008 - February 2011
PNC Global Investment Servicing December 2008 - July 2010
Commerce Bank July 2004 - January 2007
Skills
Customer Service, Inventory Management, Project Management, PowerPoint, Retail, Microsoft Office, Logistics, Customer Relations, Excel, Sales Support, Outlook, Teamwork, Operations Management, Time Management, Microsoft Excel, Team Building, Order Fulfillment, Retail Banking, Transaction Processing, Export Documentation, JD Edwards, Banking, Lotus Notes, Word, IT Hardware Support, Employee Training, Asset Allocation, International Shipping, Communication Skills, Wine Tasting, Analysis, Wine, Process Improvement, Training, Finance, Communication, Microsoft Word
Education
Saint Joseph's University 2004 — 2009
Bachelor of Arts, Economics, Fine and Performing Arts
Napa Valley College
Viticulture and Enology
Christine Barlow's PNC Global Investment Servicing Experience 2004 - 2007
Job Senior Financial Reporting Analyst at BNY Mellon
Industry Financial Services
Experience
BNY Mellon May 2014 - Present
JPMorgan Chase March 2013 - May 2014
J.P. Morgan September 2010 - March 2013
Putnam Investments March 2007 - September 2010
PNC Global Investment Servicing 2004 - 2007
Shoplink 2000 - 2000
Skills
Fund Accounting, Financial Analysis, Accounting, Financial Reporting, Sarbanes-Oxley Act, Financial Planners, Tax, Corporate Tax, Mutual Funds, Account Reconciliation, Tax Accounting, Auditing, Equities
Education
Bryant University 2003 — 2007
Master of Business Administration (MBA), Business Administration and Management, General
Bridgewater State College 1999 — 2003
Bachelor of Science (B.S.), Business Administration and Management, General
KP
BNY Mellon May 2014 - Present
JPMorgan Chase March 2013 - May 2014
J.P. Morgan September 2010 - March 2013
Putnam Investments March 2007 - September 2010
PNC Global Investment Servicing 2004 - 2007
Shoplink 2000 - 2000
Skills
Fund Accounting, Financial Analysis, Accounting, Financial Reporting, Sarbanes-Oxley Act, Financial Planners, Tax, Corporate Tax, Mutual Funds, Account Reconciliation, Tax Accounting, Auditing, Equities
Education
Bryant University 2003 — 2007
Master of Business Administration (MBA), Business Administration and Management, General
Bridgewater State College 1999 — 2003
Bachelor of Science (B.S.), Business Administration and Management, General
KP
Nita Yadav's PNC Global Investment Servicing Experience June 2001 - July 2003
Job Document and Quality Control Specialist
Industry Pharmaceuticals
Experience
Thoratec Corporation July 2011 - March 2012
Impax Laboratories March 2011 - May 2011
Clariant Corporation October 2003 - January 2009
PNC Global Investment servicing June 2001 - July 2003
Citizens Bank June 1998 - May 2001
Skills
GMP, SAP, Quality Assurance, Validation, Software Documentation, Technical Recruiting, Process Improvement
Education
Saurashtra University 1983 — 1988
MBA, Business Management, Economics, Costing
Thoratec Corporation July 2011 - March 2012
Impax Laboratories March 2011 - May 2011
Clariant Corporation October 2003 - January 2009
PNC Global Investment servicing June 2001 - July 2003
Citizens Bank June 1998 - May 2001
Skills
GMP, SAP, Quality Assurance, Validation, Software Documentation, Technical Recruiting, Process Improvement
Education
Saurashtra University 1983 — 1988
MBA, Business Management, Economics, Costing
Larry Mintah's PNC Global Investment Servicing Experience 2007 - 2010
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
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
Francis Elliott's PNC Global Investment Servicing Experience June 1999 - June 2009
Job Consultant at MJ Evans Associates, LLC
Industry Commercial Real Estate
Experience
MJ Evans Associates, LLC March 2010 - June 2011
PNC Global Investment Servicing June 1999 - June 2009
Skills
Financial Analysis, Mutual Funds, Banking, Financial Services, Customer Service, Business Analysis, Risk Management, Process Improvement, Securities, Account Reconciliation, Budgets, Project Management, Business Requirements, Back Office, Investments, Fund Accounting
Education
Temple University 1984 — 1988
Accounting
MJ Evans Associates, LLC March 2010 - June 2011
PNC Global Investment Servicing June 1999 - June 2009
Skills
Financial Analysis, Mutual Funds, Banking, Financial Services, Customer Service, Business Analysis, Risk Management, Process Improvement, Securities, Account Reconciliation, Budgets, Project Management, Business Requirements, Back Office, Investments, Fund Accounting
Education
Temple University 1984 — 1988
Accounting
James Kwiatkowski's PNC Global Investment Servicing Experience July 2006 - July 2010
Job at
Industry Financial Services
Experience
SEI April 2012 - Present
BNY Mellon July 2010 - April 2012
PNC Global Investment Servicing July 2006 - July 2010
Kelmar Associates November 2003 - November 2004
Skills
Financial Analysis, Financial Reporting, Accounting, Banking, Mutual Funds, Internal Controls, Auditing, Bloomberg, Account Reconciliation, Risk Management, Financial Modeling, Equities, Hedge Funds, Fixed Income, Financial Services, Securities, Derivatives, Financial Accounting, Finance, Financial Risk
Education
Wilmington University 2002 — 2004
Master of Business Administration (M.B.A.), Business Administration and Management, General
Loyola University Maryland 1990 — 1994
Bachelor of Arts (B.A.), History
SEI April 2012 - Present
BNY Mellon July 2010 - April 2012
PNC Global Investment Servicing July 2006 - July 2010
Kelmar Associates November 2003 - November 2004
Skills
Financial Analysis, Financial Reporting, Accounting, Banking, Mutual Funds, Internal Controls, Auditing, Bloomberg, Account Reconciliation, Risk Management, Financial Modeling, Equities, Hedge Funds, Fixed Income, Financial Services, Securities, Derivatives, Financial Accounting, Finance, Financial Risk
Education
Wilmington University 2002 — 2004
Master of Business Administration (M.B.A.), Business Administration and Management, General
Loyola University Maryland 1990 — 1994
Bachelor of Arts (B.A.), History
Christopher Wessells's PNC Global Investment Servicing Experience December 2005 - July 2009
Job Supervisor at BNY Mellon
Industry Financial Services
Experience
BNY Mellon July 2009 - Present
PNC Global Investment Servicing December 2005 - July 2009
Skills
Financial Reporting
Education
Grand Canyon University 2009 — 2012
Bachelor's Degree of Science, Accounting
Delaware Technical and Community College-Stanton-Wilmington 1997 — 1999
Associates Degree, Accounting
BNY Mellon July 2009 - Present
PNC Global Investment Servicing December 2005 - July 2009
Skills
Financial Reporting
Education
Grand Canyon University 2009 — 2012
Bachelor's Degree of Science, Accounting
Delaware Technical and Community College-Stanton-Wilmington 1997 — 1999
Associates Degree, Accounting
Gineen Brockson's PNC Global Investment Servicing Experience March 1997 - July 2010
Job Financial Assistant II at BNY Mellon
Industry Financial Services
Experience
BNY Mellon July 2010 - Present
PNC Global Investment Servicing March 1997 - July 2010
Deutsche Bank October 1990 - March 1997
Skills
Wire Transfers, Finance
Education
Wilmington College 1990 — 1993
Bachelor of Science (B.S.), Banking and Finance
Delaware Technical and Community College-Stanton-Wilmington 1987 — 1990
Associate of Science (A.S.), Accounting
BNY Mellon July 2010 - Present
PNC Global Investment Servicing March 1997 - July 2010
Deutsche Bank October 1990 - March 1997
Skills
Wire Transfers, Finance
Education
Wilmington College 1990 — 1993
Bachelor of Science (B.S.), Banking and Finance
Delaware Technical and Community College-Stanton-Wilmington 1987 — 1990
Associate of Science (A.S.), Accounting
Edwin Dario Madrasto's PNC Global Investment Servicing Experience March 2002 - June 2010
Job Technical Analyst at ACE Group
Industry Insurance
Experience
ACE Group January 2013 - Present
MissionStaff October 2012 - January 2013
Bank of New York Mellon July 2010 - April 2012
PNC Global Investment Servicing March 2002 - June 2010
RCG Information Technology April 1997 - March 2002
WeServ Systems International, Inc. July 1993 - March 1997
Fujitsu Philippines, Inc. January 1990 - June 1993
Skills
Microsoft SQL Server, Stored Procedures, T-SQL, Data Integration, Crystal Enterprise, Crystal Reports, Business Objects, Visual Basic, SSIS, Visual C#, SQL DB2, Oracle SQL, SWIFT messaging, Microsoft Office, HTML, Opalis, Windows Server, Windows 7, Visio, Version Control, Global Custody, Corporate Actions, Securities Lending, Fee Billing, Invoicing, General Ledger, ODBC, COBOL
Education
Mapua Institute of Technology 1983 — 1988
Bachelor of Science (B.S.), Computer Engineering
ACE Group January 2013 - Present
MissionStaff October 2012 - January 2013
Bank of New York Mellon July 2010 - April 2012
PNC Global Investment Servicing March 2002 - June 2010
RCG Information Technology April 1997 - March 2002
WeServ Systems International, Inc. July 1993 - March 1997
Fujitsu Philippines, Inc. January 1990 - June 1993
Skills
Microsoft SQL Server, Stored Procedures, T-SQL, Data Integration, Crystal Enterprise, Crystal Reports, Business Objects, Visual Basic, SSIS, Visual C#, SQL DB2, Oracle SQL, SWIFT messaging, Microsoft Office, HTML, Opalis, Windows Server, Windows 7, Visio, Version Control, Global Custody, Corporate Actions, Securities Lending, Fee Billing, Invoicing, General Ledger, ODBC, COBOL
Education
Mapua Institute of Technology 1983 — 1988
Bachelor of Science (B.S.), Computer Engineering
Derek Rezendes's PNC Global Investment Servicing Experience August 2007 - February 2009
Job Financial Markets
Industry Financial Services
Experience
Sonic Automotive October 2013 - July 2014
Bank of America October 2012 - November 2012
Citizens Financial Group April 2010 - December 2010
PNC Global Investment Servicing August 2007 - February 2009
Skills
Associate Project..., Investments, Fixed Income, Banking, Securities, Financial Services, Mutual Funds, Hedge Funds, Customer Service, Leadership, Portfolio Management, Microsoft Office, Accounting, Sales, Analysis, Account Management
Education
University of Rhode Island 1997 — 2001
Bachelors of Science in Business Administration, Finance
Bryant University 2012 — 2012
Certification, Project Management
Sonic Automotive October 2013 - July 2014
Bank of America October 2012 - November 2012
Citizens Financial Group April 2010 - December 2010
PNC Global Investment Servicing August 2007 - February 2009
Skills
Associate Project..., Investments, Fixed Income, Banking, Securities, Financial Services, Mutual Funds, Hedge Funds, Customer Service, Leadership, Portfolio Management, Microsoft Office, Accounting, Sales, Analysis, Account Management
Education
University of Rhode Island 1997 — 2001
Bachelors of Science in Business Administration, Finance
Bryant University 2012 — 2012
Certification, Project Management
Nonny Maseko's PNC Global Investment Servicing Experience 2007 - 2009
Job Accounting Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon 2009 - Present
PNC Global Investment Servicing 2007 - 2009
Education
Goldey Beacom College 2002 — 2006
Accounting
BNY Mellon 2009 - Present
PNC Global Investment Servicing 2007 - 2009
Education
Goldey Beacom College 2002 — 2006
Accounting
Chantel Franklin's PNC Global Investment Servicing Experience February 2007 - December 2008
Job Senior Claims Representative at Cenlar FSB
Industry Financial Services
Experience
Cenlar FSB 2012 - 2013
PHH Mortgage January 2011 - January 2012
PHH Mortgage September 2009 - February 2010
PHH Mortgage July 2008 - September 2009
PNC Global Investment Servicing February 2007 - December 2008
Education
Delaware State University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Cenlar FSB 2012 - 2013
PHH Mortgage January 2011 - January 2012
PHH Mortgage September 2009 - February 2010
PHH Mortgage July 2008 - September 2009
PNC Global Investment Servicing February 2007 - December 2008
Education
Delaware State University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General