Princeton Financial Systems
Industry: Company
DescriptionFounded: 1977 Parent organization: State Street Corporation Subsidiaries: Princeton Financial Systems GmbH, PFS Global Ltd.
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Princeton Financial Systems Employees
Jobscience July 2013 - Present
Predictium March 2013 - Present
Jaspersoft July 2012 - July 2013
Monolith Software Solutions July 2009 - July 2012
Lehman Brothers, Japan September 2007 - February 2008
Intersoft K.K. ,Tokyo, Japan January 2007 - September 2007
Exeno Yamamizu K.K. , Tokyo, Japan December 2005 - December 2006
Simplex Asset Management (Fixed Income Hedge Fund) September 2003 - December 2005
State Street Bank, Japan October 2000 - June 2003
Princeton Financial Systems November 1996 - October 2000
Skills
SaaS, Software Development, Cloud Computing, Enterprise Software, Business Intelligence, Databases, Integration, Web Services, Perl, Agile Methodologies, XML, SDLC, SQL, Web Applications, Product Management, MySQL, Java, Software Engineering, SOA, C#, Big Data, Tomcat, Start-ups, Web Development, Java Enterprise Edition, Mobile Applications, Enterprise Architecture, IT Strategy, Linux, IT Management, JavaScript, Organizational..., Compliance, Application Development, Product Strategy, Application Architecture, Team Building, Team Leadership, Agile, J2EE, REST, Architectures, Leadership, Architecture
Education
Rutgers, The State University of New Jersey-New Brunswick 1985 — 1988
Computer Science
Highland Park High School 1981 — 1985
Caraustar April 2015 - Present
Newark Recycled Paperboard Solutions May 2010 - April 2015
Newark Recycled Paperboard Solutions February 2001 - May 2010
Navigant Consulting November 1999 - February 2001
AAEC November 1996 - November 1999
Princeton Financial Systems August 1990 - October 1996
Skills
Network Administration, Integration, IT Management, Project Management, Enterprise Network..., Networking, Data Center, Process Improvement, IT Strategy, Vendor Management, Technical Support, Operational Streamlining, Access, Firewalls, Microsoft Exchange, Project Planning, Disaster Recovery, Active Directory, Management, Security, Servers, Windows Server, Infrastructure, Hardware, Information Technology, System Deployment
Education
The College of New Jersey 1986 — 1990
BS, Business Administration, Computer Information Systems
State Street Global Exchange 2003 - Present
Princeton Financial Systems June 2000 - August 2003
The Bank of New York March 1999 - June 2000
Merrill Lynch Insurance Group September 1996 - March 1999
Skills
Accounting, Business Analysis, Investments, Fixed Income, Derivatives, Product Management, Insurance, Financial Analysis, Securities, Software Project..., Equities, Business Intelligence, Analysis, Requirements Analysis, Back Office, Requirements Gathering, Project Management, Financial Reporting, Software Implementation, PAM for Securities, Bloomberg, Market Data
Education
Georgian Court University 1999 — 2001
MBA, Accounting
Fairfield University 1992 — 1996
BS, Accounting
Infusion February 2013 - Present
Infragistics August 2011 - January 2013
Princeton Financial Systems November 2006 - May 2011
Vanguard April 2006 - October 2006
Oppenheimer funds September 2004 - March 2006
Random Walk Computing September 2003 - August 2004
Skills
C#, .NET, WPF Development, WCF Services, XAML, Expression Blend, SOA, ASP.NET MVC, ASP.NET AJAX, ASP.NET, jQuery, Visual Studio, OData, REST, Silverlight, Microsoft SQL Server, Order Management, OTC, MBS, Fixed Income, Equities, PFS, Electronic Trading, FIX, Bonds, Windows Phone, Windows Azure, Cloud Applications, MVVM, Prism, OO Software Development, OOP, FX trading, Charles River IMS, AJAX
Education
Indian Institute of Science 1988 — 1990
Master's degree, Aeronautical/Aerospace Engineering Technology/Technician
Madras institute of Technology, Madras 1984 — 1988
Bachelor's degree, Aeronautical/Aerospace Engineering Technology/Technician
Sparta Systems, Inc. October 2014 - Present
Sparta Systems, Inc. December 2013 - Present
Sparta Systems, Inc. December 2011 - December 2013
Princeton Financial Systems August 2011 - December 2011
Parilux Investment Technology February 2010 - August 2011
Riverview Alternative Investment Advisors LLC January 2007 - February 2010
Skills
Enterprise Software, Business Analysis, Technical Support, SQL, Due Diligence, Business Intelligence, Software Implementation, Oracle, Document Management, XML, Trackwise, Customer Support, Documentum, Salesforce.com, Team Management, Team Leadership, Customer Escalation..., Employee Training, SQL Server, Pre-sales Technical..., JBoss Application Server, Tomcat, VisualVM, Fiddler, XAML, Desktop Support, Data Analysis, LDAP, IIS, Computer Software...
Education
Monmouth University
BS, Economics, Finance
JPMorgan Chase & Co. January 2015 - Present
Massachusetts Pension Reserves Investment Management July 2014 - December 2014
Brandeis University October 2013 - April 2014
Princeton Financial Systems June 2013 - October 2013
Allstate May 2011 - May 2012
Exbizzer Education Solutions LLC. October 2009 - May 2011
China Best Food (Beijing) Trading Co., LTD September 2006 - November 2007
Skills
Financial Analysis, Finance, Corporate Finance, Analysis, Financial Modeling, Management, Data Analysis, Microsoft Excel, Forecasting, Risk Management, Accounting, Economics, Matlab, Bloomberg, Financial Reporting, Valuation, Business Strategy, Investments, VBA, Statistics, Budgets, R, Portfolio Management, SAS, Regression Models, Strategic Financial..., Banking, Stata, Team Leadership, Bloomberg Terminal, Teamwork, Quantitative Analytics, Asset Management, Business Analysis, Managerial Finance, Financial Accounting, Equities, Due Diligence, Mutual Funds, Financial Markets, Private Equity, Credit, Mergers, Market Research, Statistical Modeling, Credit Risk, Equity Research, PowerPoint, Capital IQ, Time Series Analysis
Education
Brandeis University 2013 — 2014
Master of Finance, Finance, General
Southern Methodist University 2008 — 2010
Bachelor of Business Administration (B.B.A.) and master, Finance and Financial Management Services
China Foreign Affairs University 2006 — 2007
Bachelor of Science (B.S.), Economics
SmartStream Technologies July 2013 - Present
Asset Control October 2012 - June 2013
Asset Control November 2010 - September 2012
Princeton Financial Systems March 1999 - October 2010
Canada Trust March 1997 - March 1999
Fidelity Investments January 1994 - March 1997
Skills
Risk Management, Strategy, Investments, Management, Market Data, New Business Development, Financial Risk, Asset Managment, Asset Management, Back Office, Portfolio Management, Business Analysis, Mutual Funds
Education
Concordia University 1985 — 1989
Bachelor of Commerce, Finance, Management
Liquid Holdings Group June 2013 - January 2015
SunGard January 2011 - June 2013
Sophis, Inc. 2009 - 2010
Sungard 2007 - 2009
Portware 2005 - 2006
LatentZero 2002 - 2005
Advent Software 1997 - 2002
Princeton Financial Systems 1994 - 1996
State Street 1986 - 1993
Skills
Trading Systems, Hedge Funds, Equities, Fixed Income, Derivatives, Financial Services, Asset Management, Portfolio Management, Alternative Investments, Trading, Market Data, Capital Markets, Risk Management, Bloomberg, Securities, Order Management, Fund Accounting, Options, Financial Markets, Back Office, Business Analysis, Electronic Trading, Investment Banking, FX Options, Middle Office, SaaS, Prime Brokerage, Financial Risk, Equity Derivatives, Equity Trading, Credit Derivatives, Sales Presentations, Market Risk, Bonds, Interest Rate..., Swaps
Education
Boston University - School of Management
M.B.A., Finance & Financial Services
University of Massachusetts at Amherst - Isenberg School of Management
B.B.A., Accounting
Boston College High School
Prudential Financial 2004 - Present
Prudential Financial 1998 - 2004
Princeton Financial Systems 1998 - 1998
Prudential Financial 1996 - 1998
Skills
Life Insurance, Financial Services, Vendor Management, Business Analysis, Process Improvement, Relationship Management, Risk Management, Insurance, Portfolio Management, Asset Management, Financial Planning, Financial Analysis, Analysis, Strategic Planning, Mutual Funds, Investments, Strategic Financial..., Finance, Employee Benefits
Education
Rutgers Graduate School of Management
MBA, International Business
Rutgers, The State University of New Jersey-New Brunswick
BA, Biology & Economics
St. Peter's Prep
HS, College Prep
The Hanover Insurance Group June 2004 - Present
Princeton Financial Systems October 2000 - April 2004
Merrill Lynch March 1990 - July 2000
Skills
Microsoft SQL Server, Microsoft Excel, Microsoft Access, PAM for Securities, Hyperion Essbase, Visual Basic, Essbase, Insurance
Education
The George Washington University - School of Business 2011 — 2012
Certificate, Business Analysis
Bentley University 2006 — 2008
Certificate, Information Technology
SUNY Stony Brook 1984 — 1989
Bachelor of Arts (B.A.), History
Otsuka Pharmaceutical Companies (U.S.) July 2013 - Present
BlackRock January 2011 - June 2013
BlackRock April 2008 - October 2010
Johnson & Johnson April 2003 - November 2007
Johnson & Johnson August 2002 - April 2003
Princeton Financial Systems December 1999 - March 2001
Johnson & Johnson April 1996 - August 1998
Intelligent Electronics November 1993 - July 1995
AT&T November 1991 - November 1993
Skills
Analysis, Process Improvement, Training, Microsoft Excel, Budgets, Sales Operations, Financial Services, Pharmaceutical Industry, Project Planning, Business Planning, Operational Risk, Data Analysis, Trend Analysis, Customer Service, Account Reconciliation, Auditing, PowerPoint, Microsoft Word, Microsoft Office, Change Management, Spreadsheets, Salesforce.com, Outlook, Visio, Business Process..., Vendor Management, Healthcare, Risk Management, Business Analysis
Education
Seton Hall University 1987 — 1991
Bachelor of Science, Major: Finance; Minor: Economics
Princeton Financial Systems February 2012 - Present
State Street 2005 - Present
State Street 2001 - 2005
DST Systems 1999 - 2001
DST Systems 1988 - 1997
Price Waterhouse May 1985 - May 1988
Skills
Business Analysis, Financial Analysis, Financial Reporting, Financial Services, Fund Accounting, Internal Controls, Product Management, Risk Management, SAS70, Sarbanes-Oxley Act, Auditing, Internal Audit, Accounting
Education
The University of Kansas 1981 — 1985
Bachelors Degree, Accounting and Business Administration
Princeton Financial Systems May 2015 - Present
Princeton Financial Systems May 2015 - Present
Berkley Technology Services September 2013 - April 2015
JBS Consulting Services, Inc. January 2012 - April 2015
MetLife January 2012 - May 2013
Prudential Financial May 2011 - January 2012
State Street Insurance Services 2003 - 2009
Princeton Financial Systems 2000 - 2009
Skills
PAM Data Link, SSIS, Access, SQL, VBA, Microsoft Excel, Impromptu, PAM for Securities, PAM Export Module, Delivering Technical..., PAM Info Hub, Tidal Enterprise..., https://www.coursera.org...
Education
Quinnipiac University 1989 — 1993
Bachelor of Science, Management
Randolph High School
Credit Suisse September 2015 - Present
Citi May 2006 - September 2015
Citi Group January 1998 - April 2006
Salomon Brothers March 1996 - December 1997
Salomon Brothers August 1995 - February 1996
Salomon Brothers June 1992 - August 1995
Princeton Financial Systems January 1990 - May 1992
Skills
IT Service Management, Vendor Management, ITIL, IT Management, IT Operations, Risk Management, Security, IT Strategy, Troubleshooting, Infrastructure, Analysis, Process Improvement, Systems Management, System Monitoring, Cloud Computing, Network Administration, Service Delivery, Business Intelligence, Capacity Planning, Operational Risk..., System Architecture, Service Management, Process Engineering, Architecture, Automation, Operating Systems, Professional Services, Problem Analysis, Product Development, Release Management, Transition Management, Risk Assessment, Capacity Management, Software Development, Network Monitoring Tools, Business Continuity
Education
Rutgers, The State University of New Jersey-New Brunswick 1986 — 1988
San Jose State University 1980 — 1982
BA
Princeton Financial Systems November 2007 - Present
Princeton Financial Systems GmbH 2007 - Present
AEGIS Insurance Services January 2003 - July 2005
Skills
Data Warehousing, Business Analysis, Requirements Analysis, Requirements Gathering, SQL, Business Intelligence, Reporting Systems, Cognos, Crystal Reports, Financial Services
Education
Sathyabama University 1994 — 1998
B.E, Electronics and Communication Engineering
Innovative Product Source LLC June 2007 - Present
AJS Painting June 2000 - September 2006
A-1 Cleaning Sytems June 1993 - May 2000
Princeton Financial Systems April 1991 - June 1993
Shaw Data Services September 1988 - April 1991
Skills
Supply Chain Management, Management, Advertising, Sales, Start-ups, Product Development
Education
Rutgers University 1984 — 1988
Bachelor of Arts (BA), Economics, Minor in Labor Studies
NJ Practical Reiki January 2011 - Present
La Vie en Vie, LLC January 2007 - Present
Electra Information Systems May 2010 - January 2011
State Street March 1998 - January 2003
Princeton Financial Systems March 1994 - March 1998
ADP 1993 - 1994
Shaw Data Services 1989 - 1993
Manufacturers Hanover Trust March 1984 - September 1987
Education
Sotheby's Institute of Art, London 2004 — 2005
MA, East Asian Art History
Rutgers, The State University of New Jersey-Newark 1980 — 1982
MBA, Finance
Everyday Health Inc. December 2013 - Present
CGI July 2008 - November 2013
Berman Larson Kane October 2006 - January 2008
Princeton Financial Systems October 2003 - October 2006
Skills
Enterprise Architecture, ITIL, Software Project..., IT Strategy, Integration
Education
Rutgers, The State University of New Jersey-Newark 1997 — 2001
Bachelor of Arts, Computer Science
Steve Mandell Consulting April 2015 - Present
Calypso Technology May 2012 - March 2015
Morgan Stanley October 2006 - January 2012
DPM Mellon July 2002 - October 2006
Murex January 2002 - June 2002
Princeton Financial Systems November 1990 - October 2001
JPMorgan Chase 1988 - 1990
JPMorgan Chase 1985 - 1988
JPMorgan Chase 1982 - 1985
Deloitte & Touche 1980 - 1982
Skills
Accounting, Business Analysis, Financial Reporting, Derivatives, FAS 133, FAS 157, FAS 161, Interest Rate..., Back Office, Fixed Income, Trading, Investments, Mutual Funds, Portfolio Management, Capital Markets, Finance, Securities, Options, Management, Valuation, Financial Services, Bonds, Equities
Education
Emory University - Goizueta Business School 1978 — 1980
MBA, Accounting/Finance
Rutgers, The State University of New Jersey-New Brunswick 1973 — 1977
Batchelor of Arts, Business Administration
IEEE (Institute of Electrical and Electronic Engineers) July 2007 - Present
Crum and Forster Insurance December 2005 - August 2006
Princeton Financial Systems October 2001 - December 2005
AXA US March 2000 - October 2001
MBL Life Assurance Corporation December 1992 - June 1999
Skills
Analysis, Financial Modeling, Portfolio Management, Investments, Finance, Risk Management, Venture Capital, Asset Management, Financial Analysis, Valuation, Accounting, Account Reconciliation, Mutual Funds, Treasury, Banking, Financial Reporting, Internal Controls, General Ledger
Education
Rutgers University-New Brunswick
Bachelor's Degree, Accounting and Finance
State Street Alternative Investment Solutions February 2014 - Present
State Street Alternative Investment Solutions November 2012 - February 2014
GlobeOp Financial Services January 2006 - July 2012
GlobeOp Financial Services November 2003 - December 2005
American Express January 2002 - November 2003
Merrill Lynch 2000 - 2001
Princeton Financial Systems 1997 - 2000
Rothstein Kass 1994 - 1996
Merrill Lynch 1991 - 1994
Skills
Hedge Funds, Financial Reporting, Fund Administration, Fund Accounting, Alternative Investments, Fund Of Funds, Derivatives, Equities, Fixed Income, Swaps, FX Options, Mutual Funds, Private Equity, Accounting, CDS, Asset Managment, Asset Management, Auditing, US GAAP, Finance, Financial Statements, Middle Office
Education
Montclair State University 1986 — 1990
BS, Accounting
ACTEON North America January 2008 - Present
ACTEON North America January 2008 - November 2010
Praxis Data Systems November 2005 - January 2008
mindSHIFT Technologies 2005 - 2006
mindSHIFT 2004 - 2005
SunGard Availability Services 2000 - 2002
SunGard Computer Services 2000 - 2001
Princeton Financial Systems November 1996 - March 2000
Chapel Mortgage 1993 - 1997
Chapel Mortgage Corporation 1993 - 1997
Skills
Program Management, Product Development, Customer Service, Project Management, Product Marketing, Marketing Communications, Marketing, Sales, Management, Technical Support, Sales Presentations, Product Management, Business Strategy, Strategy, Market Development, Process Improvement, Medical Devices, Information Technology, Sales Process, Leadership
Education
Muhlenberg College 1981 — 1985
AB, Business Administration
Moorestown Friends School 1977 — 1981
HS Diploma, College Prep
Bloomberg November 2011 - Present
Wheelhouse LEague 2012 - 2013
ConVista Consulting April 2011 - February 2012
Princeton Financial Systems 1994 - June 2011
Princeton Financial Systems 2005 - April 2011
PFS 1994 - 2009
Nationar 1993 - 1994
Alliance Capital 1993 - 1994
Nationar 1988 - 1993
Bank of New York 1986 - 1989
Skills
Product Management, Financial Services, Business Analysis, Mutual Funds, SDLC, Accounting, Consulting, Risk Management, Equities, Executive Management, Derivatives, Outsourcing, Asset Management, Fixed Income, Governance, Business Intelligence, SaaS, Management, Software Project..., Software Development, Process Improvement, Data Warehousing
Education
New Jersey Institute of Technology 1997 — 2000
M.S., Engineering Management
Grinnell College 1982 — 1986
B.A., Economics
Albridge, an Affiliate of Pershing February 2014 - Present
Princeton Financial Systems July 2011 - January 2013
Albridge, an Affiliate of Pershing July 2004 - July 2011
Bear Stearns Securities Corp. April 2001 - July 2004
Pershing August 1996 - March 2001
Skills
Salesforce.com, Miller Heiman, CRM, New Business Development, Contract Negotiation, Sales, Relationship Management, Financial Services, SaaS, Enterprise Software, Product Management, Vendor Management, Management, Investments, Business Development, Series 7, Account Management, Consultative Approach, Client Development, Executive Management
Education
Montclair State University 1991 — 1993
BA, Political Science and Government
Princeton Financial Systems February 2001 - Present
Franklin Mint Federal Credit Union February 1999 - February 2001
Sea Gull Lighting Products LLC 1993 - 1998
Skills
Windows, Back Office, SaaS, SQL, Networking, Active Directory, Servers, TCP/IP, Microsoft Exchange, Integration
Education
Odes'kij Nacional'nij Mors'kij Universitet 1982 — 1987
BS in Mechanical Engineering, Physics, Computer Sciences
Princeton Financial Systems June 1996 - Present
A.M. Best Company 1995 - 1996
Nesbit Systems, Inc 1993 - 1995
The Pacesetter Group 1990 - 1993
Statistical Graphics Corporation 1989 - 1990
Skills
SDLC, Software Development, Business Analysis, Data Warehousing, Requirements Analysis
Education
University of Dayton 1986 — 1989
BS, Computer Science
Cassidian Communications, an Airbus Defense & Space Holdings, Inc. Compan March 2014 - Present
Cassidian Communications, an Airbus Defense & Space Holdings, Inc. Company May 2012 - March 2014
Cassidian Communications, Inc. an EADS North America Company March 2010 - May 2012
PlantCML, an EADS North America Company September 2008 - March 2010
PlantCML September 2006 - September 2008
The McGraw Hill Companies June 1998 - September 2006
The McGraw Hill Companies 1998 - 2006
Princeton Financial Systems November 1997 - June 1998
National University June 1996 - September 1997
Skills
Testing, Integration, Test Planning, Test Cases, Technical Support, Programming, Automation, SDLC, Active Directory, Visio, Agile Methodologies, Vendor Management, Disaster Recovery, Salesforce.com, Telephony, Troubleshooting, VMware, Data Center, Project Management, System Deployment, Software Documentation, System Administration
Education
Keller Graduate School of Management 2007 — 2010
MBA, Business
DeVry University 2002 — 2007
Bachelor's of Science Degree, Computer Information Systems
National University 1996 — 1997
Associate's Degree, General Education
Grossmont College 1995 — 1996
Novell Network Support Specialist Certificate
Impact Dimensions December 2011 - Present
Lederer Studio Furniture 1978 - 2010
Internal Revenue Service January 2004 - November 2006
Princeton Financial Systems March 1997 - June 2003
CNA Insurance Companies June 1986 - February 1997
Education
Drew University 1976 — 1980
BA
Solebury Prep 1975 — 1976
highschool
Pennsbury Senior High 1974 — 1975
highschool
Charles Boehm Junior High 1972 — 1974
V12 Group April 2014 - Present
Verint Systems 2008 - January 2014
Verint-Systems 2006 - 2008
Mercom Systems 2002 - 2006
Mercom Systems 1998 - 2002
Princeton Financial Systems 1997 - 1998
Princeton Financial Systems 1996 - 1997
Princeton Financial Systems 1995 - 1996
Skills
Certified Scrum Master..., Agile Methodologies, Scrum, Continuous Integration, Agile Project Management, Cross-functional Team..., Testing, Enterprise Software, TCP/IP, Continuous Delivery, Call Center, Call Centers, Software Design, SaaS, Software Design Patterns, SDLC, SOA, MVVM, MVC Architecture, UML, Big Data, Software Development, Quality Assurance, Web Services, XML, Requirements Analysis, Application Architecture, Project Management, Software Project..., Software Development..., Program Management, Business Analysis, Requirements Gathering, Business Intelligence, Enterprise Architecture, MS Project, Software Configuration..., Release Management, AgileCraft, Offshore Software..., VoIP, Test Driven Development
Education
Stevens Institute of Technology 2004 — 2006
MS, Management
Stevens Institute of Technology
Certificate, Project Management
Pace University
Certificate, C/C++ Programming in a UNIX Environment
Stevens Institute of Technology 1990 — 1993
BE, Mechanical Engineering
Princeton Financial Systems January 1996 - Present
Merrill Lynch April 1991 - January 1996
Total Research Corporation October 1986 - April 1991
Skills
Risk Management, Process Improvement, Process Engineering, Change Management, Quality Management, Audit, Business Continuity, SSAE 16, Auditing, Compliance, Business Resilience, SDLC, Insurance, Business Analysis, Business Process, Testing, Quality Assurance, Management, Financial Services, Integration, Requirements Analysis, Software Project..., Vendor Management
Education
Rider University 1982 — 1986
BA, Experimental Psychology
ComnServ, Inc. March 2014 - Present
ConVista Consulting March 2013 - Present
BlackRock May 2011 - March 2013
Princeton Financial Systems January 2002 - June 2011
Princeton Financial Systems October 1997 - January 2002
Princeton Financial Systems June 1996 - October 1997
Princeton Financial Systems May 1994 - June 1996
Princeton Financial Systems May 1993 - May 1994
Princeton Financial Systems May 1992 - May 1993
Princeton Financial Systems January 1992 - May 1992
Skills
Portfolio Accounting, Project Management, Best Practices, FAS 133, FAS 157, FAS 161, Insurance Regulatory..., Process Engineering, Strategic Planning, Investment Policy..., Strategic Policy..., Insurance Accounting, Regulatory and..., Financial Reporting, Corporate Governance, Statutory Accounting, Statutory Compliances, SDLC, Portfolio Management, Insurance, Fixed Income, Hedge Funds, Asset Managment, Management, Financial Markets, Alternative Investments, Accounting, Business Analysis, Financial Services, Equities, Capital Markets, Integration, Software Development, Securities, Process Improvement, SaaS, Risk Management, Vendor Management, Derivatives, Product Management, Analytics, Investment Management, Banking, Asset Management
Education
Fairleigh Dickinson University 1986 — 1991
MBA, Finance
Upsala College 1979 — 1983
BA, Economic and Finance
Verizonwireless December 2011 - Present
Solo Enterprises LLC December 2005 - October 2013
COMSYS January 2009 - December 2011
GalaxE Solutions July 2008 - December 2008
Merrill Lynch 1991 - 2008
Princeton Financial Systems 1986 - 1987
Princeton Plasma Physics Lab 1979 - 1984
Skills
Testing, SQL, COBOL, CICS, Systems Analysis, JCL, System Testing, DB2, Mainframe, MVS, Disaster Recovery, Software Documentation, Quality Assurance, Unix, SDLC, Requirements Analysis, Requirements Gathering, Business Requirements, Software Development, Visio, Analysis, User Acceptance Testing, Quality Center, Test Planning, Software Project..., Business Analysis, Vendor Management, HP Quality Center
Education
Rutgers University-New Brunswick 1975 — 1982
BS, Biology, Psychology
morrisville public schools
Be Not Afraid January 2012 - Present
Catholic Charities Diocese of Charlotte October 2011 - Present
Helen Adams Realty September 2005 - February 2011
Princeton Financial Systems 1994 - 2001
Crum & Forster 1990 - 1994
Skills
PowerPoint, Fundraising, Public Speaking, Customer Service, Microsoft Excel, Microsoft Word, Microsoft Publisher, QuickBooks, Bookkeeping, Accounting, Account Reconciliation, Negotiation, Relocation, Social Media, Training, Volunteer Management
Education
Loyola College in Maryland 1983 — 1987
Bachelor of Business Administration, Accounting
Princeton Financial Systems January 2008 - July 2014
Princeton Financial Systems February 2006 - January 2008
Princeton Financial Systems September 2002 - January 2006
Princeton Financial Systems June 2001 - September 2002
Prudential Financial June 1998 - June 2001
Skills
Software Certification, SDLC, Business Analysis, Software Project..., Requirements Analysis, Software Development, Business Intelligence, Requirements Gathering, Process Improvement
Education
The College of New Jersey 1994 — 1998
BS, Finance
Princeton Financial Systems October 2014 - Present
The Guardian Life Insurance Company of America November 2012 - October 2014
Dhaksha Technologies, Inc. January 2012 - July 2014
Medicia October 2009 - January 2010
Skills
Licensed Life & Health..., Investments, Money Market, Financial Analysis, Business Development, SAP, Recruitments, Marketing Communications, Marketing Research, Sales&Marketing, Microsoft Office
Education
Temple University 2008 — 2011
Bachelor of Business Administration (B.B.A.), International Finance
Bucks County Community College 2006 — 2008
Associate of Arts and Sciences (A.A.S.)
Pennsbury High School 2003 — 2006
High School Diploma
Thomas Jefferson University Hospitals August 2013 - Present
Computer Task Group August 2011 - August 2013
GSI Commerce May 2011 - August 2011
Abington Memorial Hospital April 2005 - December 2010
GCom2 Solutions January 2005 - March 2005
HRMG Solutions July 2003 - November 2004
Princeton Financial Systems September 1995 - October 2002
Mobil Oil 1992 - 1995
ARCO Chemical 1989 - 1992
US Navy 1985 - 1989
Skills
Microsoft SQL Server, Program Management, Remote Desktop, SDLC, Troubleshooting, Windows, Software Documentation, Project Management, Analysis, Access, Business Objects, Networking, Testing, Technical Support, Leadership, Management
Education
University of Phoenix 2002 — 2010
BSIT, Information Technology
Almac Clinical Technologies November 2012 - Present
Princeton Financial Systems August 1993 - November 2012
Telescan Limited January 1991 - August 1993
Pacer Systems July 1986 - January 1991
Planning Research Corporation June 1982 - July 1986
Skills
Outsourcing, SaaS, Strategy, Team Leadership, Strategic Planning, SDLC, Cloud Computing, Architecture, IT Strategy, IT Management, Enterprise Architecture, Process Improvement, Software Development, Windows, Mergers and Acquisitions, Disaster Recovery, Financial Services, Solution Architecture, System Architecture, Business Continuity, Software Engineering, Integration, Software Project..., Management, Business Intelligence, Agile Methodologies, Data Center
Education
Villanova University 1987 — 1990
MS, Computer Science
Moravian College 1979 — 1982
BS, Experimental Psychology minoring in Computer Science
The Children's Hospital of Philadelphia June 2015 - Present
The Neat Company May 2011 - March 2015
BioNanomatrix July 2010 - May 2011
Photon Technology, International January 2008 - March 2010
Syncro Technology Corp November 2000 - December 2007
Nettech Systems, Inc January 1999 - June 2000
MultiModal Applied Systems January 1996 - January 1999
Princeton Financial Systems January 1993 - January 1996
Metropolitan Life Insurance Company February 1988 - March 1993
Skills
iOS development, Objective-C, Xcode 5, Agile Methodologies, Software Development, Object Oriented Design, Design Patterns, Microsoft SQL Server, Testing, Embedded Systems, WPF, Web Services, SQL, Visual C#, MVVM, Software Engineering, SOA, C#, C++, Visual Studio, .NET, SDLC, iOS Development, UML
Education
University at Buffalo 1985 — 1987
Bachelor of Arts Degree, Statistics
University at Buffalo 1984 — 1987
Bachelor's degree, Statistics
1E September 2012 - Present
Bluerain March 2011 - October 2012
Sitrion October 2010 - September 2012
Citigroup July 2005 - October 2008
I-on Technologies, Inc. 1995 - 2008
Princeton Financial Systems 1995 - 2007
Merrill Lynch 1999 - 2001
Merrill Lynch 1994 - 1995
Xybion Medical Systems 1991 - 1994
Bell Labs Lucent Technologies 1990 - 1994
Skills
SDLC, Enterprise Software, Business Analysis, Software Development, Software Project..., Integration, C++, Management, Microsoft Technologies, SharePoint, Software Documentation, Databases, Pre-sales, CRM, Web Design, Product Management, User Interface Design, Project Planning, Technical Writing, Published Author, Financial Accounting, Process Automation, Energy Efficiency, Windows 7 Migration, Green IT, Technical Project..., Social Computing, Public Speaking, Customer Acquisition, ROI Justification, Proposal Writing, Business Management, Software Licensing..., Software Asset..., Cloud Computing
Education
Lehigh University 1989 — 1991
MS, Computer Science
Georgian Court University 1985 — 1989
BS, Physics and Mathmatics
Princeton Financial Systems April 2011 - Present
Princeton Financial Systems August 2007 - April 2011
Princeton Financial Systems November 2005 - August 2007
Princeton Financial Systems August 2003 - May 2006
Princeton Financial Systems June 2001 - August 2003
Princeton Financial Systems December 1999 - June 2001
Princeton Financial Systems October 1998 - December 1999
Princeton Financial Systems September 1997 - October 1998
GREAT LAKES AMERICAN REINSURANCE COMPANY July 1996 - September 1997
Skills
Business Analysis, Software Project..., Project Management, SDLC, Product Management, Software Development, Management, Financial Services, CRM, Business Intelligence
Education
Monmouth University
Master's Degree, Bachelor of Science Degree in Business Administration, Concentration in Accounting
Fannie Mae 2015 - 2015
Fannie Mae 2013 - 2015
Fannie Mae June 2011 - 2013
Fannie Mae 2010 - 2011
Fannie Mae 2007 - 2010
Fannie Mae 2005 - 2007
Fannie Mae 2003 - 2005
Princeton Financial Systems 2001 - 2002
IVCF-USA 1994 - 2001
Skills
Risk Management, Fixed Income, Financial Modeling, Capital Markets, Financial Analysis, Enterprise Architecture, Business Analysis, Requirements Analysis, Process Improvement, Software Project..., Portfolio Management, Program Management, SDLC, Valuation, Project Management, Business Process..., IT Strategy, Vendor Management, Business Intelligence, Requirements Gathering, Management, Integration, PMP
Education
University of Maryland College Park 2003 — 2007
MBA, Finance
Harvard University 1990 — 1994
B.A., Economics
Multifonds, a Temenos Company July 2012 - Present
Linedata April 2008 - July 2012
Linedata January 2006 - March 2009
Global Investment Systems, Ltd. June 1992 - December 2006
Price Waterhouse Coopers September 1989 - June 1992
JPMorgan Chase January 1988 - September 1989
Princeton Financial Systems 1989 - 1989
Merrill Lynch May 1984 - December 1987
Skills
Hedge Funds, CRM, Asset Management, Asset Managment, Back Office, Financial Services, Business Development, Fund Accounting, Product Management, Management, Business Process, Mutual Funds, Sales, Marketing, Enterprise Software, Fixed Income, Investment Management, Business Analysis
Education
University of Scranton 1979 — 1983
BS, Accounting
Caliper August 2015 - Present
Caliper November 2014 - Present
GP Strategies Corporation October 2014 - November 2014
Aerotek, Inc. at Bristol-Myers Squibb February 2013 - October 2014
GS1 US July 2010 - September 2012
Caliper Management May 2005 - February 2009
Princeton Financial Systems October 2003 - March 2005
Siemens Medical Solutions October 1987 - April 2003
Skills
SAP R/3, SAP, Microsoft Office, Microsoft Excel, Microsoft Word, Purchasing, Purchasing Processes, PowerPoint, Outlook, Minute Taking, Travel Planning, WebEx, Visio, Calendar Planning, Team Building, Sales, Process Improvement, Human Resources, Procurement, Software Documentation, Budgets, Contract Negotiation, SharePoint, Purchase Orders, Onboarding, Meeting Planning, Live Meeting, Purchase Requisitions, Job Scanning, Administrative..., Management, Training, Leadership, Business Development, Employee Relations, Time Management, Recruiting, Administration, System Administration, Vendor Management, Performance Management, PeopleSoft, Concur, Employee Benefits, Access, Organizational...
Education
Middlesex County College 1998 — 1999
Virginia Commonwealth University 1982 — 1983
St. Mary's High School 1978 — 1982
Digi-Key Corporation November 2014 - Present
MetLife September 2010 - August 2014
Systech International June 2008 - September 2010
Windsor Business Services April 2004 - August 2009
Princeton Financial Systems June 1993 - July 2003
Princeton Finanical Systems 1993 - 2003
Dendrite International October 1992 - May 1993
Thoroughbred Software International November 1989 - October 1992
Integration Laboratories Inc November 1988 - November 1989
Skills
Software Development, C#, .NET, Business Analysis, SharePoint, Visual Studio, Derivatives, Microsoft SQL Server, SDLC, Bonds, Databases, Unix, C++, Visual Basic, WPF
Education
Rutgers, The State University of New Jersey-New Brunswick 1985 — 1989
BA, Computer Science
Princeton Financial Systems October 2008 - Present
Aquin Components GmbH March 2007 - October 2008
Skills
Asset Managment, Data Warehousing, Mutual Funds, Back Office, Business Analysis, Fixed Income, Hedge Funds, Financial Services, Asset Management, Derivatives, Fund Accounting, Software Development, Bloomberg, Business Intelligence, Software Project..., Database Design, Middle Office, Trading Systems, SDLC, Project Management
Education
Universität Karlsruhe (TH) / University of Karlsruhe
Master's degree, Information Science/Studies
State Street October 2014 - Present
SimCorp September 2013 - October 2014
Princeton Financial Systems May 2007 - September 2013
Princeton Financial Systems October 2003 - May 2007
Princeton Financial Systems January 2001 - October 2003
Princeton Financial Systems July 1997 - January 2001
Ohio National Financial Services March 1990 - July 1997
Ohio National Financial Services March 1990 - November 1991
Skills
Business Analysis, Securities, Derivatives, Accounting, Bloomberg, Back Office, Financial Services, Product Management, Fixed Income, SDLC, Asset Managment, Business Intelligence, Mutual Funds, Project Management, Market Data, Portfolio Management, Middle Office, Banking, Insurance, Trading Systems, Relationship Management, Investments, SimCorp Dimension..., CRM, Management, Equities, Leadership, Requirements Gathering, Risk Management, Asset Management
Education
Wright State University 1986 — 1989
MASTER OF BUSINESS ADMINISTRATION, FINANCE
City University of New York-John Jay College of Criminal Justice 1977 — 1981
BA, Forensic Science
Brooklyn Tech 1973 — 1977
Chemistry
Princeton Financial Systems August 2006 - Present
Princeton Financial Systems June 2002 - August 2006
Princeton Financial Systems September 2001 - June 2002
Princeton Financial Systems March 1999 - September 2001
Princeton Financial Systems November 1996 - March 1999
Merrill Lynch November 1993 - November 1996
Skills
Business Analysis, Integration, SDLC, Process Improvement, Project Management, CRM, Requirements Analysis, Vendor Management, Software Project..., Agile Methodologies, Lean Thinking, Team Problem Solving, Architecture, Databases, Product Management, Software Development
Education
Rider University 1995 — 1998
Master of Business Administration (MBA)
Richard Stockton College of New Jersey 1989 — 1993
Bachelor's degree, Accounting
AIG May 2010 - Present
SEI 2005 - 2007
Princeton Financial Systems 1995 - 2002
Goldman Sachs 1989 - 1995
Skills
Business Analysis
Education
New York University 1984 — 1988
Bachelor of Arts (B.A.), Computer Science
Comcast Cable September 2014 - Present
The ARRIS Group (formerly Motorola Mobility Home) September 1996 - June 2013
Pacer Systems 1983 - 1996
Princeton Financial Systems 1993 - 1994
United States Navy 1982 - 1983
United States Navy 1981 - 1982
United States Navy 1962 - 1981
Skills
Software Development, Telecommunications, Program Management, Testing, Management, Systems Engineering, Product Development, Embedded Systems, Electronics, RF, System Architecture, Cross-functional Team..., Product Management, Integration, Embedded Software, VxWorks, TCP/IP, System Testing, Software Engineering, Leadership, Programming, RTOS, Ethernet, Requirements Analysis, C, ClearCase, Software Project..., Unix, Software Design, MPEG, Technical Leadership, Set Top Box, Hardware, Troubleshooting, System Design, IP, Six Sigma, ALOHA Interactive Cable..., MicroTCA, Device Drivers, Engineering, IPTV
Education
Arcadia University
BS Computer Science, Summa Cum Laude, 4.0 GPA
University of the State of New York
Associate of Science (AS)
U.S. Navy
Avionics & Leadership
Princeton Financial Systems July 2011 - Present
Albridge, an Affiliate of Pershing September 2006 - July 2011
Bullrun Financial October 2003 - September 2006
Lockwood Advisors, Inc. February 2001 - October 2003
Skills
Financial Services, Investments, Lead Generation, Portfolio Management, Selling, Mutual Funds, Asset Managment, Sales Management, Business Development, Wealth Management, Relationship Management, Salesforce.com, Management, Marketing, Asset Management, Building Relationships, Leadership, Chatter, Miller Heiman, Miller-Heiman Strategic..., Executive Management, Business Analysis, Miller Heiman Sales..., Finance, Start-ups
Education
The Pennsylvania State University 1996 — 2000
B.S., Finance
Niskayuna High School 1993 — 1996
Regents Diploma, Honors/Regents High School/Secondary Diploma Program
Sycamore High School 1992 — 1993
Princeton Financial Systems August 2006 - Present
Education
New Jersey Institute of Technology
Certificate Program, iPhone and iPad App Development
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (BA), Economics and Finance
State Street March 2015 - Present
Princeton Financial Systems June 2012 - March 2015
WestLB Mellon Asset Management May 2006 - September 2011
WestLB January 2000 - April 2006
Steria Mummert Consulting AG April 1998 - December 1999
Skills
Datenlager, Unternehmensanalyse, Business-Intelligence, SQL, ETL, PL/SQL, Unix, Softwareentwicklung, Software-Projektleitung, Integration, Anforderungsanalyse, Business Objects, Microsoft SQL Server, SDLC, Softwaretests, Oracle, Datenbanken, Visual Basic, Agile Methoden, Datenbankdesign
Education
Technische Universität Kaiserslautern 1990 — 1997
Diplom Ingenieur / Master of engineering, Bauingenieur/civil engineer
Princeton Financial Systems 2010 - Present
Intelligroup Inc 2004 - 2010
Sterlite Technologies. 1994 - 2004
Skills
Accounting, Software Product..., SOX, Budgeting, MIS, SEC Reporting, Consolidation Accounting, Internal Controls, Change Management, Audit, Analysis, ERP, SAP, Sarbanes-Oxley Act, Auditing, Financial Accounting, Financial Reporting, Finance, Business Analysis, Management
Education
American Institute of Certified Public Accountants
CPA, Accounting, Auditing, Taxes, Business Law.
Institute of Management Accountants
CMA, Accounting, Costing, Taxes, Financial Management, etc.
University of Madras
Bachelor of Science, Accounting
Exodus Information Systems 2009 - Present
Authentidate Holding Corp 2012 - March 2015
Merrill Lynch, Bank of America 2009 - 2012
Authentidate Holding Corp 2005 - 2009
Incurrent 2004 - 2005
Multex 2002 - 2004
Dow Jones 1999 - 2002
Merrill Lynch, Investor Service 1997 - 1999
Merrill Lynch, Private Client Architecture 1994 - 1997
Princeton Financial Systems 1992 - 1994
Skills
C#, .NET, Web Services, ASP.NET MVC, WebAPI, Windows Azure, ASP.NET, AngularJS, Bootstrap, AJAX, WCF, LESS, HTML5, CSS, KnockoutJS, LINQ, Entity Framework, Microsoft SQL Server, Software Development, JavaScript, jQuery, ADO.NET, OOP, Object Oriented Design, SQL, Visual Studio, XML, NUnit, SOAP, UML, IIS, Silverlight, JSON, XAML, Expression Blend, IoC, Windows Services, RESTful WebServices, Moq, Typescript, Git, OAuth, Katana, SPA, Raspberry Pi, Arduino, Android Development
Education
University of Liverpool 1986 — 1989
Bachelor
Spectrum Power Solutions LLC June 2014 - June 2015
Princeton Financial Systems May 1999 - July 2014
Nursecom, Inc. June 1997 - January 1999
Skills
IT Management, IT Audit, IT Strategy, Staff Management, Team Leadership, Project Management, Vendor Management, Disaster Recovery, Procedure Development, Process Improvement, Business Intelligence, Software Project..., Team Building, Microsoft SQL Server, Operations Management, Business Analysis, SQL, Microsoft Technologies, HP Server Hardware, Cisco UCS, VMware, Citrix, Microsoft Exchange, Windows Server, Business Continuity..., Active Directory, Troubleshooting, DNS management, TCP/IP protocols, Virtualization, Backup & Restore, LAN-WAN, SaaS, Leadership, Management, Microsoft Office, Customer Service, Data Center, Information Technology, Strategic Planning, Technical Support
Education
St. Joseph's University 1994 — 1997
Bachelor of Arts (BA), Economics
Computer Learning Center 1998 — 1999
Computer Networking, Network and System Administration/Administrator
Roundtable Online Learning June 2015 - Present
CourseAvenue, Inc. November 2011 - June 2015
Meadow Sabelko Design 2002 - 2011
Princeton Financial Systems 2000 - 2002
Wolfram 1998 - 2000
Roundtable Media Inc. 1997 - 1999
Skills
Interaction Design, Graphics, User Interface Design, Typography, Art Direction, Graphic Design, Corporate Identity, Branding, Concept Development, Information Architecture, Adobe Creative Suite, Logo Design, Illustrator, Flash, Layout, QuarkXPress, E-Learning, Pre-press, Image Editing, Brand Development, Mac, User Experience, Project Management, Social Networking, Web Design
Education
University of Illinois at Urbana-Champaign 1994 — 1997
BFA Graphic Design, Graphic Design
Fidessa October 2005 - January 2011
Latentzero February 2003 - October 2005
The Macgregor Group 1999 - 2003
Princeton Financial Systems 1996 - 2000
Brown Brothers Harriman 1990 - 1996
Skills
Electronic Trading, Trading Systems, Equities, Order Management, Market Data, Derivatives, Hedge Funds, Financial Markets, Asset Managment, Bloomberg, Options, Reference Data, FX Options, Low Latency, Back Office, Fixed Income, Asset Management, Financial Services, Market Risk, Business Analysis, Wealth Management, Middle Office, Prime Brokerage, FX trading, Series 7, Foreign Exchange, Financial Risk, Investment Banking, Equity Derivatives, Emerging Markets, Risk Management, Relationship Management, Investment Management, Commodity, Technical Analysis, Securities, Exchange Connectivity, Trading Strategies, Series 63, Mutual Funds, Capital Markets, Bonds, Investments, Interest Rate..., Operational Risk, Bloomberg Terminal, AML, Alternative Investments, Credit Derivatives, Structured Products
Education
The Ohio State University Fisher College of Business 1984 — 1988
BS, Finance
KPMG US January 2014 - Present
Independence Blue Cross September 2013 - December 2013
PHH Mortgage August 2012 - September 2013
MetLife May 2011 - August 2012
Johnson and Johnson August 2010 - December 2010
Princeton Financial Systems July 2006 - July 2009
SES Americom 2003 - 2004
Skills
Business Analysis, SDLC, Black Box Testing, Requirements Gathering, Requirements Analysis, Quality Assurance, Bugzilla, SQL, GUI Designing, Quality Center, Defect Identification, Software Project..., Process Improvement, Relationship Management, Visio, Requirements Management, Functional Requirements, Business Requirements, Business Process..., Project Management, Regression Testing, Defect Tracking, Six Sigma, SharePoint, Test Planning, Vendor Management, Data Warehousing
Education
Drexel University - College of Informatics and Computing 2013 — 2016
Master of Science (MS), Information Systems
Drexel University - College of Business and Administration 2000 — 2005
Bachelor of Science (B.S.), Finance and Marketing
SEI May 2004 - Present
CSL Solutions April 2002 - May 2004
Goldman Sachs September 2000 - April 2002
Princeton Financial Systems, Inc. June 1999 - September 2000
PFS January 1999 - June 1999
Princeton Financial Systems January 1996 - January 1999
PFS January 1995 - January 1996
PFS January 1994 - January 1995
PFS June 1990 - January 1994
Goldman Sachs & Co January 1989 - June 1990
Skills
Derivatives, Vendor Relationships, Portfolio Management, Asset Allocation, Corporate Actions, Market Data, Integration, Business Analysis, Agile Methodologies, Equities, Software Project..., Software Development, Management, Data Warehousing, Product Management, Financial Services, SDLC, Testing, Requirements Analysis, Databases, Bloomberg
Education
La Salle University - School of Business Administration 1994 — 1997
MBA, Finance
La Salle University 1984 — 1989
BA, Computer Science
Nazareth Academy 1980 — 1984
BlessingWhite March 2015 - Present
Archi-Tech Systems, Inc. June 2008 - November 2014
Princeton Financial Systems November 1996 - April 2008
A.M. Best Company December 1992 - November 1996
AT&T 1988 - 1992
Skills
Microsoft SQL Server, SQL, System Architecture, Architectures, C#, Software Project..., MySQL, Software Development, C++, Enterprise Architecture, SDLC, Fixed Income, Databases, .NET, Quality Assurance, Business Analysis, SOA, XML, Business Intelligence, Project Management, SaaS, Integration, Requirements Gathering, Business Requirements, Requirements Analysis, Data Warehousing, User Acceptance Testing, Agile Methodologies, Object Oriented Design
Education
Seton Hall University
Princeton Financial Systems July 2013 - Present
Liberty Mutual Insurance March 2011 - June 2013
ALICO January 2008 - March 2011
AIG January 2007 - January 2008
Skills
Insurance, SDLC, Vendor Management, Business Process..., Project Management, Process Improvement, Financial Accounting, Business Analysis, Internal Controls, Financial Reporting, Statutory Accounting, Analysis, Risk Management, Financial Analysis, Strategic Financial..., Finance, Financial Planning, Access, Essbase
Education
Drexel University 2005 — 2007
MBA, International Business
Drexel University - College of Business and Administration 2005 — 2007
MBA, International Business
ObjectFrontier Inc November 2012 - Present
Credit Suisse October 2007 - October 2012
Morgan Stanley September 2000 - August 2007
Princeton Financial Systems January 1994 - March 2000
Oracle Corporation 1997 - 1998
Skills
Financial Services, Prime Brokerage, Hedge Funds, Project Management, Financial Management..., Product Development, CFO, Investment Technology, Outsourcing, Fixed Income, Derivatives, Portfolio Management, Equities, Risk Management, Management, Finance, Investment Banking, Capital Markets, Investments, Management Consulting
Education
Columbia University - Columbia Business School 1985 — 1987
Master of Business Administration (MBA), Finance, International Business
Columbia University in the City of New York 1985 — 1988
Master of International Affairs, East Asian Studies
University of Washington 1979 — 1983
BA Bus Admin, Accounting
PFS August 2005 - Present
Princeton Financial Systems December 2000 - Present
Council on Foreign Relations July 1993 - July 1995
Skills
Business Analysis, Data Warehousing, SQL, Back Office, Management, SDLC, SaaS, Microsoft SQL Server, .NET, Software Development, Process Improvement, Business Intelligence
Education
New Jersey Institute of Technology 1985 — 1990
BS, Electrical Engineering
Citi Hedge Fund Services North America Inc. April 2007 - Present
Citi March 2006 - Present
Keane 2005 - 2007
SEI Investments 2005 - 2007
Statestreet 1999 - 2005
Princeton Financial Systems 1999 - 2005
Merrill Lynch 2000 - 2002
Skills
Requirements Elicitation, Solution Provider, Staff Mentoring, Hedge Funds, Business Analysis, Alternative Investments, Compliance, User Acceptance Testing, Portfolio Management, Investments, Solution Selling, Requirements Gathering, SDLC, Securities, Derivatives, Outsourcing, Equities, Finance, Financial Services, Fixed Income, Fund Administration, Business Requirements, Middle Office, Mutual Funds, Analysis, Banking, Relationship Management
Education
Rider University 1998 — 2007
MBA, International Business
Embry-Riddle Aeronautical University
Bank of America May 2013 - Present
Data Inc. September 2012 - May 2013
Matlen Silver August 2010 - March 2012
Merrill Lynch April 2007 - July 2009
Philips Lighting Company May 1998 - April 2007
GE Capital November 1996 - May 1998
Princeton Financial Systems September 1995 - November 1996
Kessler Institute for Rehabilitation July 1994 - September 1995
Skills
Vendor Management, Program Management, Process Improvement, SDLC, Business Analysis
Education
Rutgers, The State University of New Jersey-New Brunswick 1990 — 1994
BS, Mathematics
Albridge, an Affiliate of Pershing October 2012 - Present
Albridge, an Affiliate of Pershing May 2007 - October 2012
Princeton Financial Systems November 2000 - May 2007
Merrill Lynch December 1997 - November 2000
Merrill Lynch February 1993 - December 1997
Skills
Financial Services, SDLC, Business Analysis, Fixed Income, Portfolio Management, Securities, Team Management, Requirements Gathering, Relationship Management, Process Improvement, Vendor Management, Software Project..., Investment Management, Mutual Funds, Equities, Business Intelligence, Enterprise Software, Product Management, Investments, Investment Advisory, Risk Management, Trading Systems, Data Warehousing, Business Process..., Series 7, Alternative Investments, Wealth Management, Bloomberg, Hedge Funds, FINRA, Asset Allocation, Asset Management, Derivatives, Asset Managment, IT Strategy, SaaS, Project Management
Education
Rider University 1994 — 1997
MBA, Finance
The College of New Jersey 1988 — 1992
BS, Accounting
State Street October 2007 - Present
Corbeau Technologies June 2005 - September 2007
Princeton Financial Systems September 1998 - June 2003
Bristol Myers Squibb September 1996 - September 1998
Nat West September 1993 - September 1996
Skills
Business Analysis, Project Management, Accounting, Business Strategy, Integration, Investments, Marketing, Process Improvement, Product Management, Requirements Gathering, Risk Management, SDLC, Strategic Planning, Vendor Management, Equities, Financial Services, Fixed Income
Education
Rutgers University-New Brunswick 1986 — 1990
Munich Re America February 2003 - Present
Highlands Insurance October 1997 - February 2003
The Grand Union Company February 1997 - October 1997
Princeton Financial Systems August 1995 - January 1997
Continental Insurance Companies December 1985 - August 1995
American Management Association August 1984 - December 1985
National Council on Compensation Insurance May 1978 - August 1984
Skills
Insurance, Property & Casualty..., Workers Compensation, Management, SDLC, Business Analysis, CPCU, Commercial Insurance, Requirements Gathering, Reinsurance, Process Improvement, Business Intelligence, Vendor Management, Requirements Analysis, Visio, Business Requirements, Business Process, Business Process..., Analysis, Underwriting
Education
CPCU 1985 — 1990
CPCU, Insurance
University of Bridgeport 1974 — 1978
Business/Managerial Economics
J. Calnan & Associates, Inc. January 2013 - Present
The Gutierrez Company October 2007 - January 2013
Capitol Construction Services, LLC December 2006 - October 2007
Vantage Builders 2001 - 2005
Thomson 1993 - 2001
Princeton Financial Systems 1999 - 2000
Skills
Real Estate Development, Construction Management, Real Estate, Construction, Contract Negotiation, Property Management, Residential Homes, Commercial Real Estate, Contract Management, Asset Managment, Value Engineering, Negotiation, Pre-construction, Management, Project Estimation, CPM Scheduling, Green Building, Cost Control, Project Bidding, Asset Management, Project Management, Project Coordination
Education
Roger Williams University 1987 — 1992
BS, Business Adminstration
Xaverian Brothers High School 1984 — 1987
Princeton Financial Systems March 2000 - Present
Lazard Asset Management 1990 - 2000
Education
City University of New York-Brooklyn College 1980 — 1984
Rutgers University-New Brunswick
Princeton Financial Systems April 2005 - Present
Skills
.NET, Oracle, Software Development, Visual Basic, Data Warehousing, Requirements Analysis, PAM SDK, Microsoft SQL Server, Front End Developers
Education
Wright State University 2001 — 2004
Masters, Computer Science
University of Mumbai
Masters, Computer Software applications and Research
University of Mumbai
Bachelors, Statistics
TPG Software January 1996 - Present
Princeton Financial Systems 1993 - 1996
Thomson Financial February 1988 - January 1993
Price Waterhouse Management Consultants 1985 - 1988
Skills
Capital Markets, Derivatives, Fixed Income, Hedge Funds
Education
The University of Montana - School of Business Administration 1982 — 1983
MBA, Finance
Montana State University-Bozeman 1976 — 1980
BS, Finance
Berkley Technology Services January 2012 - Present
MetLife November 2010 - December 2011
American Life Insurance Company January 2010 - November 2010
State Street Corp 1999 - 2009
Princeton Financial Systems 1994 - 1999
Alliance Capital Management 1990 - 1994
Equitable Life 1984 - 1990
JC Penney 1980 - 1984
Skills
Business Analysis, Process Improvement, Management, Insurance, SDLC, Financial Analysis, Investments, Finance, Leadership, PAM for Securities, Business Intelligence, Impromptu, Risk Management, Analysis, Accounting, Access, Financial Services, Vendor Management
Education
Baruch College, City University of New York (CUNY)
BBA, Computer Information Systems and Statistics
Florida Institute of Technology
MS, Information Systems
University of Delaware
Certificate, Business Analysis
Tocqueville Asset Management ($11.B AUM) May 2006 - Present
Citigroup Private Bank - Hedge Fund Group May 2003 - May 2006
Deutsche Bank - Securities Lending Group March 2002 - May 2003
Princeton Financial Systems June 2000 - March 2002
Knoll Group - Showroom Design Group May 1989 - September 1993
Skills
Asset Management, Investments, Equities, Fixed Income, Hedge Funds, Operations Management, Project Management, Software, Building Relationships, Account Reconciliation, Microsoft Office, Disaster Recovery, Asset Managment, Wealth Management, Mutual Funds, Financial Analysis, Financial Services, Portfolio Management, Series 7, Asset Allocation, Securities, Bloomberg, Investment Advisory
Education
University of Bridgeport 1980 — 1984
BS, Marketing
Princeton Financial Systems May 2007 - Present
Concord Advisory Group January 2003 - May 2007
JPMorganChase September 1995 - September 2002
US Trust October 1994 - September 1995
HSBC Asset Management March 1993 - September 1994
Neuberger Berman January 1992 - March 1993
Neuberger Berman June 1990 - December 1991
Skills
Fixed Income, Equities, Investments, Business Analysis, Analysis, Middle Office, Performance Measurement, Performance Attribution, Finance, Financial Services, Integration, Management
Education
Hofstra University 1993 — 2000
MBA, Banking and Finance
State University of New York at Binghamton 1986 — 1990
BA, Mathematics
APG Investments US, Inc August 2002 - Present
Princeton Financial Systems 1998 - 2002
Merril Lynch Asset Management 1996 - 1998
The Vanguard Group 1995 - 1996
Skills
Fixed Income, Business Analysis, Equities, Asset Management, Portfolio Management, Risk Management, Alternative Investments, Analysis, Asset Allocation, Back Office, Banking, Bloomberg, Business Process..., Capital Markets, Corporate Finance, Credit, Credit Risk, FX Options, Derivatives, Finance, Financial Analysis, Financial Modeling, Financial Markets, Financial Reporting, Financial Services, Hedge Funds, Financial Risk, Insurance, Investment Banking, Investments, Market Data, Private Equity, Mutual Funds, Requirements Gathering, Relationship Management, Securities, Trading, Treasury Management, Trading Systems, Vendor Management, Valuation
Education
Rider University 2003 — 2005
MBA, Finance
Rutgers University-New Brunswick 1988 — 1993
BA, Economics, Minor Acct & Finance
SunGard Manager, AAPM North AmericaSunGardJanuary 2012 - Present
SunGard September 1996 - Present
SunGard Asset Arena 1996 - Present
Princeton Financial Systems 1994 - 1996
Skills
SDLC, Software Project..., Requirements Analysis, Business Analysis, Disaster Recovery, Integration, Business Intelligence, Management
Education
Villanova University 1986 — 1990
mba
Johnson State College 1979 — 1983
Princeton Financial Systems Systems ArchitectPrinceton Financial Sys2006 - Present
Education
University of Delaware 1986 — 1991
SEI January 2012 - Present
BlackRock March 2006 - December 2011
MBNA (now Bank of America) 1997 - January 2005
Premier Solutions 1996 - 1997
Princeton Financial Systems 1994 - 1996
Covenant Life Insurance Company 1989 - 1994
Education
Saint Joseph's University 1985 — 1989
Bachelor of Science, Finance
Credit Suisse May 2012 - Present
Credit Suisse January 2012 - May 2012
RTI International January 2012 - February 2012
RegEd May 2011 - September 2011
Connexion Technologies March 2011 - April 2011
Mechanics and Farmers Bank October 2010 - November 2010
Wyrick Robbins Yates & Ponton LLP November 2007 - June 2010
Rubin, Ehrlich & Buckley February 2003 - October 2007
Princeton Financial Systems March 1998 - October 2002
Revlon September 1996 - January 1998
Skills
Legal Research, Compliance, Insurance, Testing, Word, Excel, Microsoft Office, Problem Solving, Research, Documentation, Accounting, Access, Administration, PowerPoint, Outlook, Westlaw, Analysis, Document Management, Visio, Regulatory Analysis, Regulatory Reporting, Regulatory Requirements, Corporate Law, Federal Reserve, System Administration, Software Documentation, Notary Public, Mergers, Due Diligence, Adobe Acrobat, Databases, Commercial Real Estate, Banking, Finance, Real Estate, Corporate Governance, Asset Managment, Document Review, Securities, Asset Management, Legal Writing, Mergers & Acquisitions, Licensing, Microsoft Excel, Document Drafting, Legal Assistance, Litigation, Management, Commercial Litigation
Education
Westlaw 2011 — 2011
Certificate, Law
North Carolina State University 2010 — 2011
Paralegal Certificate
Wake County 2008 — 2008
NC Notary Public, legal
Mercer County 2007 — 2007
NJ Notary Public, legal
Computer 1998 — 2003
MCSE, Microsoft Certified Systems Engineer Study
Rider University 1991 — 2003
HR Business Management, Minor Accounting
Life & Health Insurance License
Present Study
Educational Testing Services June 2013 - Present
ETS August 2010 - June 2013
ETS March 2004 - August 2010
ETS April 2002 - March 2004
Trintech October 2001 - March 2002
Impower, Inc. 2000 - July 2001
Impower, Inc. 2000 - 2001
Emerald Solutions 1999 - 2000
BlessingWhite 1997 - 1999
Princeton Financial Systems 1992 - 1997
Skills
Visio, MS Project, Software Documentation, Business Analysis, Testing, PMP, Project Management, Business Process, Software Development, Product Management, Analysis, Management, SDLC, Teamwork, Program Management, Technical Writing, Leadership, Budgets, Quality Assurance, IT Strategy
Education
Bucknell University 1986 — 1990
BA, Economics, French
Financial Services Institution July 2012 - Present
Brookfield Operations Management Services December 2007 - April 2012
Lazard Asset Management May 2000 - December 2007
Princeton Financial Systems 1997 - 2000
Skills
Bloomberg, Asset Managment, Account Reconciliation, Fixed Income, Equities, Portfolio Management, Bonds, Back Office, Middle Office, Process Improvement, Securities, Investments, Financial Analysis, Derivatives, Accounting, Hedge Funds, Asset Management
Education
Rutgers University-New Brunswick 1992 — 1998
Princeton Financial Systems February 2013 - May 2014
Exelon Nuclear May 2012 - June 2012
American Water March 2011 - March 2012
Ranbaxy March 2010 - August 2010
Speciality Systems Inc. January 2009 - December 2009
Celgene Corporation February 2008 - May 2008
Ocean Mental Health Services November 2007 - February 2008
Bristol-Myers Squibb May 2006 - July 2007
Ciber Inc. December 2003 - March 2006
C3i Inc. March 2002 - October 2003
Skills
Active Directory, Windows Server, VMware, Servers, Windows 7, Network Administration, VPN, Data Center, Citrix, System Administration, Technical Support, Hardware, Software Installation, Windows, Backup Exec
Education
Webster University (AT) 1987 — 1988
Masters of Arts, Computer Resources Management
University of Illinois at Carbondale 1984 — 1986
Bachelor of Science (BS), Industrial Technology/Technician
Springfield Technical Community College 1981 — 1983
Associate of Science (A.S.), Electrical and Electronics Engineering
Merrill Lynch August 2010 - Present
Merrill Lynch April 2005 - August 2010
Deutsche Bank 1999 - 2005
Deutsche Asset Management 1999 - 2005
Princeton Financial Systems 1997 - 1998
Education
Drexel University 1994 — 1997
MS, Accounting
Marist College 1987 — 1991
Self-owned property June 2008 - September 2012
Princeton Financial Systems 2006 - May 2008
Lawrence Lexus 1999 - 2004
Skills
Sales, Quality Assurance, Customer Satisfaction, Accounting, Training
Education
Rider University 1996 — 2000
Bachelor of Science in Business Administration, Entrepreneurial Studies
The Agora Group July 2012 - June 2014
Ikom Investments LLC February 2009 - July 2012
CGI February 2006 - January 2009
Princeton Financial Systems June 2000 - August 2003
Kforce Inc. 1997 - 1998
Kforce Inc. 1997 - 1998
Skills
Real Estate, Security, Business Analysis, Visio, SDLC
Education
Montclair State University 1997 — 1999
Bsc, Math
Princeton Financial Systems Business AnalystPrinceton Financial Systems2005 - Present
Princeton Financial Sys 2005 - Present
Merrill Lynch Investment Managers 1985 - 2005
Merrill Lynch 1985 - 2005
Merrilll Lynch 1985 - 2005
Skills
Asset Managment, Fixed Income, Equities, Business Analysis, Capital Markets, Asset Management
Education
Rider University 1981 — 1985
MBA, Accounting and Finance
SS&C Technologies November 2014 - Present
SS&C 2007 - Present
Marshall Swift & Boeckh 2006 - 2007
CheckFree June 2002 - June 2005
QED Information Systems May 1999 - May 2002
Conning Asset Management 1998 - 1999
State Street 1997 - 1998
Princeton Financial Systems June 1992 - August 1996
ITT Lyndon Insurance Group June 1986 - June 1992
Laclede Gas Company 1984 - 1986
Skills
Insurance, Accounting, Investments, Financial Services, Strategic Planning, Business Analysis, Solvency II - Lloyds..., CRM, Management, Finance, Asset Management, Risk Management, Business Development, Hedge Funds, Process Improvement, Financial Analysis, Product Management
Education
University of Missouri-Columbia, College of Business 1983 — 1984
MBA, Finance
University of Missouri-Columbia 1979 — 1984
BSBA/MBA, Marketing/Finance and Accounting
FAST Technology October 2014 - Present
Adminovate April 2014 - October 2014
Princeton Financial Systems October 2007 - April 2014
Barton and Bolton Associates, Inc. February 1993 - October 2007
Skills
Product Management, SaaS, Financial Services, Business Development, Enterprise Software, Product Marketing, Software Development, Business Intelligence, Business Analysis, Vendor Management, Agile Methodologies, Cloud Computing, Integration, Requirements Analysis, SDLC, Salesforce.com, Software Project..., Entrepreneurship, Insurance
Education
Massachusetts College of Liberal Arts 1981 — 1985
Bachelor of Science (B.S.), Computer Science
Bloomberg LP January 2015 - Present
Lincoln Financial Group June 2014 - December 2014
TradingScreen June 2013 - June 2014
Lincoln Financial Group February 2013 - June 2013
Fidessa October 2006 - December 2012
Fidessa October 2004 - September 2006
Fidessa February 2000 - December 2003
Deutsche Bank 1999 - 2000
Princeton Financial Systems 1997 - 1999
Commodities Corporation (Subsidiary of Goldman Sachs) 1993 - 1996
Skills
Portfolio Management, Quality Assurance, Business Analysis, Options, Market Data, Electronic Trading, Program Management, Mutual Funds, Trading Systems, Fidessa, Requirements Analysis, Equities, Trading, Order Management, Derivatives, Equity Derivatives, Enterprise Software, PMO, Management, CRM, Relationship Management, Experienced Program..., Equity Trading, Back Office, Investment Banking, Financial Services, Fixed Income, Middle Office, Financial Risk
Education
Rutgers Graduate School of Management 1990 — 1994
MBA, Finance
University of Colorado Boulder - Leeds School of Business 1981 — 1985
B.S., Finance
The Lawrenceville School 1976 — 1981
HS
DOD Technologies Inc. September 2006 - Present
Computer Troubleshooters 2003 - September 2006
Wand Associates, INC June 1994 - December 2003
Princeton Financial Systems January 1993 - June 1994
Revlon January 1991 - January 1993
General Motors November 1985 - November 1990
Skills
Software Development, Software Project..., Manufacturing, Project Management, Supply Chain Management, Product Development, Warehousing, Cross-functional Team..., Process Improvement, Team Building, Operations Management, Embedded Software, Embedded Systems, Electronics, SDLC, Product Management
Education
Keller Graduate School of Management of DeVry University 2011 — 2013
MBA, Finance
Villanova University 2003 — 2004
Project Management Certificate Program, Project Management
Michigan Technological University 1981 — 1985
BEE, Computer Engineering
Nesbit Systems, Inc. January 2001 - Present
Princeton Financial Systems March 2000 - December 2000
Consultant July 1993 - December 1999
Skills
C#, Microsoft SQL Server, SSIS, Web Services, Oracle, Databases, SSRS
Education
The College of New Jersey
BA, Computer Science
Jennison Associates LLC March 2015 - Present
Lincoln Financial Group - Equity Risk Management June 2014 - January 2015
NTT Data June 2013 - March 2014
Princeton Financial Systems March 2005 - April 2013
Merrill Lynch Investment Managers 2003 - February 2005
Merrill Lynch Investment Managers 2000 - 2003
Merrill Lynch Investment Managers 1993 - 2000
Skills
Fixed Income, Trading Systems, Derivatives, Back Office, Middle Office, Business Analysis, Financial Services, Management, Risk Management, SDLC, Portfolio Management, Equities, Accounting, Mutual Funds, Investments, Account Reconciliation, Trading, Asset Management, User Acceptance Testing, Swaps, Securities
Education
Rider University 1997 — 2000
Master of Business Administration (MBA), Finance, General
Rider University 1981 — 1985
Bachelor of Science (BS), Accounting
Love-A-Lot Nursery School 2009 - Present
Law School Admission Council December 1996 - May 2001
Princeton Financial Systems April 1994 - December 1996
Dendrite International July 1993 - April 1994
Puerto Rico Marine Management January 1993 - July 1993
Roy F. Weston, Inc. June 1990 - January 1993
Education
Susquehanna University 1986 — 1990
BA, English
La Salle University
Candidate for Masters, Clinical & Counseling Psychology
State Street Corporation June 2010 - Present
Princeton Financial Systems October 2006 - June 2010
State Street January 1999 - October 2006
Wachovia Corporation January 1991 - January 1996
Skills
Business Analysis, Financial Analysis, Securities, Equities, Management, Financial Services, Banking, Derivatives, Budgets, Project Management, Microsoft Office, Leadership, Fixed Income, Quality Assurance, Alternative Investments, Mutual Funds, Process Improvement, Enterprise Architecture, Investments, CRM, Portfolio Management, Relationship Management, Finance, Team Leadership, Analysis
Education
University of Karachi 1985 — 1987
MBA, International Business, 3.15
Swiss Re September 2012 - Present
Citco Fund Services August 2009 - September 2012
AllianceBernstein 2001 - 2008
Princeton Financial Systems 2000 - 2001
Merrill Lynch Asset Management 1998 - 2000
Project USE 1993 - 1995
Skills
Fixed Income, Equities, Bloomberg, Hedge Funds, Securities, Options, Derivatives, Equity Derivatives, Prime Brokerage, Alternative Investments, Portfolio Management, Trading, Mutual Funds, Asset Managment, Process Improvement, Asset Allocation, Bonds
Education
Gettysburg College 1995 — 1997
BA, Finance
Virginia Wesleyan College 1992 — 1994
Moorestown High School 1988 — 1992
Princeton Financial Systems February 2006 - Present
Princeton Finanical Systems August 2000 - February 2006
Interactive Edge LLC 1999 - 2000
WebMessenger 1998 - 1999
Stemo Ltd. 1994 - 1998
Skills
WPF, C#, MS VC++, WCF, Microsoft SQL Server, SQL, .NET, Oracle, Software Development, Software Project..., Visual Basic, SDLC, Java, Databases, Agile Methodologies, XML, Requirements Analysis, JavaScript, Scrum, C, Software Engineering, OOP, Integration
Education
Technical University Gabrovo 1991 — 1996
Masters, IT
Technical University Gabrovo 1991 — 1996
IT
Princeton Financial Systems September 2014 - Present
State Street 2001 - September 2014
Skills
Business Analysis, COBOL, DB2, Financial Analysis, Financial Services, Mutual Funds, Requirements Analysis, Risk Management, SDLC, SQL
Education
University of Missouri-Kansas City 1993 — 1995
Master’s Degree, Accounting
The University of Kansas 1983 — 1987
Bachelor’s Degree, Business Administration
New York City office of the Comptroller February 2011 - Present
Princeton Financial Systems October 2010 - May 2011
CFO Partners February 2010 - July 2010
CFO Partners May 2009 - September 2009
Beard Miller Company September 2008 - March 2009
Education
Muhlenberg College 2004 — 2008
BA, Accounting and Psychology
Turnberry Solutions September 2015 - Present
Comcast September 2015 - Present
Wave Systems February 2007 - August 2015
Princeton Financial Systems March 2005 - May 2006
ADP July 2002 - March 2005
Wave Systems May 1998 - July 2002
Skills
SaaS, Software Development, Agile Methodologies, Enterprise Software, Cloud Computing, Software Design, XML, Web Services, .NET, Software Engineering, C#, Visual C++, ASP.NET, WPF Development, JavaScript, Object Oriented Design, Scrum
Education
University of Mississippi 1990 — 1992
MS, Accounting
Dwarakadas Goverdandas Vaishnav College 1982 — 1985
B.Com, Accounting
QED Financial Systems, Inc. August 1998 - Present
Princeton Financial Systems August 1983 - August 1998
Skills
Analysis, Integration, Data Conversion, Accounting, Testing, Business Analysis
Education
Pace University
Business Management
Rutgers University-New Brunswick
Business Management
Anaplan March 2015 - Present
Advent Software February 2011 - March 2015
Princeton Financial Systems December 2007 - February 2011
AIG June 2006 - December 2007
Skills
Business Analysis, Enterprise Software, SQL, Integration, CRM, Salesforce.com, Requirements Analysis, Project Management, Financial Services, Microsoft SQL Server, SDLC, SaaS, Visio, Back Office, Fixed Income
Education
Rutgers University-New Brunswick 2002 — 2006
Rutgers University
UnitedHealth Group April 2015 - Present
Scripps Health August 2013 - March 2015
Princeton Financial Systems January 2010 - July 2013
Tech Mahindra June 2007 - January 2010
Skills
PL/SQL, Requirements Analysis, Testing, Test Automation, Unix, SQL, Test Planning, Functional Testing, Quality Center, ETL Testing, SQL Server Management..., HP Quality Center, Selenium, Test Management, User Acceptance Testing, System Testing, Integration Testing, Manual Testing, Agile Methodologies, HP QTP, Defect Tracking, Oracle, SDLC, Microsoft SQL Server, Regression Testing
Education
University of Mumbai 2003 — 2007
Bachelor's Degree, Electrical and Electronics Engineering, Distinction
iHealthHome® November 2014 - March 2015
Comcast Cable November 2011 - August 2014
Flametree Technologies 2010 - August 2011
Cascadia International 2001 - 2010
StatPro 2005 - 2007
Chelan Realty 2002 - 2006
Sungard Investran 2000 - 2001
Princeton Financial Systems 1994 - 2000
Thomson Financial 1982 - 1989
Skills
Software Implementation, Consulting, Requirements Analysis, Software Project..., Home Care, Home Health Agencies, Financial Services, Strategic Planning, Start-ups, Sales Operations, Business Strategy, International Sales, Business Analysis, Project Management, Business Development, Sales, Gap Analysis, Software Evaluations, Management, Strategy, Leadership, Enterprise Software
Education
Bryant University
Finance/Accounting
Stony Brook University
Science
InteliChart October 2014 - Present
TechUSA/Duke Energy Environmental Services September 2013 - December 2014
Princeton Financial Systems March 1993 - February 2009
Skills
Knowledge of Web..., Financial Services, SaaS, Business Analysis, Software Documentation, Software Implementation, Back Office, Market Data, Management, Technical Writing, SDLC, RoboHelp, Testing, Project Management, Training, Integration, Process Improvement, Software Project..., Agile Methodologies
Education
SUNY-Stony Brook
BA, MA, ABD, English
University of Pittsburgh
MLS, Information Technology & Library Sciences
Princeton Financial Systems May 2014 - Present
Princeton Financial Systems August 2010 - May 2014
Princeton Financial Systems 1998 - August 2010
State Street Bank 1996 - 1998
Skills
Business Analysis, Back Office
Education
Framingham State University 1993 — 2000
MA, Accounting, Business Administration
Bridgewater State University 1988 — 1989
BS, Accounting
Massasoit Community College 1979 — 1983
AS, Accounting
Princeton Financial Systems July 2012 - Present
APCO PETROLEUM CORPORATION January 2007 - January 2009
Skills
Accounting, Journal Entries, General Ledger, GAAP, Account Reconciliation, Fixed Assets, Accruals, Tax Preparation, Financial Accounting, Financial Reporting, Accounts Payable, Accounts Receivable, Bank Reconciliation, Revenue Recognition
Education
Rider University 2007 — 2008
Bachelor of Science Degree, Accounting
Princeton Financial Systems
Skills
Equities, Derivatives, Software Project...
Education
The College of New Jersey
Bachelor of Arts (B.A.), Speech Communication and Psychology
Total Business Solutions LLC November 2012 - Present
NMR Staging and Events March 2008 - October 2012
The Connors Group Inc September 2007 - January 2008
DPM Mellon, LLC October 2005 - June 2006
Princeton Financial Systems June 2000 - October 2004
Nomura Asset Management USA Inc. October 1995 - June 2000
PaineWebber Inc. 1991 - 1995
Skills
Mutual Funds, Hedge Funds, Trading, Fixed Income, Securities, Sales, Accounting, Event Management, Financial Markets, Trade Shows, Corporate Events, Relationship Marketing, Social Networking, Event Planning, Facebook
Education
Elon University 1982 — 1985
Bachelor of Arts (BA), Business Administration and Management, General
Aon Hewitt February 2013 - Present
Princeton Financial Systems May 2007 - November 2012
Skills
C#, ASP.NET, jQuery, Cloud Computing, HTML 5, COBOL, Business Intelligence, Personal Financial..., WCF, Business Analysis, C++, XML, XAML, WPF, Visio, Microsoft Excel, SharePoint, Microsoft SQL Server, VBA, Stored Procedures, VB.NET, PAM for Securities, PAM for UVT, SSRS, Stimulsoft, Software Development
Education
Rider University 2009 — 2011
Master of Business Administration (MBA), Global Business
Rider University 2004 — 2008
Bachelor of Arts (BA), Finance and Computer Information Systems
ZS Associates May 2000 - Present
Applied Automated Engineering Corporation October 1997 - May 2000
Foster Wheeler Environmental October 1996 - October 1997
Princeton Financial Systems June 1993 - October 1996
Skills
Technical Support, Windows 7, Outlook, Lotus Notes, Cisco Call Manager, Blackberry, iPhone
Education
The College of New Jersey 1989 — 1993
Bachelor of Science (B.S.), Computer Science
Northern Trust Company December 2013 - Present
Babson Capital Management 2005 - 2008
Citigroup Global Investments 2000 - 2004
Princeton Financial Systems 1998 - 2000
CNA Insurance Company 1992 - 1998
Skills
Investments, Financial Analysis, Portfolio Management, Accounting, Account Reconciliation, Business Analysis, Databases, Financial Reporting, specific tax lot sales..., book value overlay..., Schedule D all parts, Regulatory and..., Data extracts, PAM Messaging, Foreign Exchange, Data Mining, Data Analysis, Business Process..., Liaison, Business Relationship..., Bloomberg, Cash Flow Reporting, Access, Vendor Management, Vendor Relationship...
Education
Boston University – Corporate Education 2005 — 2008
Project Management
University of Michigan
Bachelor of Business Administration (BBA), Finance
State Street June 2014 - Present
Syntel January 2007 - Present
Princeton Financial Systems October 2007 - January 2015
MSPL October 2004 - January 2007
Skills
IBM Cognos 10.2.1, Cognos, SQL, SSRS, Oracle, Microsoft SQL Server, Tableau, Leadership, PL/SQL, Agile Methodologies, composite software, Windows, Linux, Data Warehousing, Business Intelligence, Report Writing, IBM Cognos, ESP, IRD, ETL, SSIS, Crystal Reports, MotioCI
Education
Periyar University 1998 — 2002
Bachelor of Engineering (B.E.)