Securities Service Network, Inc.
Industry: Company
DescriptionFounded: 1983 Parent organization: Litho Supplies
Securities Service Network, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Securities Service Network, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Securities Service Network, Inc. Employees
Employee
Years
Job
Industry
Terry Cox Terry Cox's Securities Service Network, Inc. Experience 2000 - 2001
Job Search & Auction Media Director at The Walt Disney Company
Industry Internet
Experience
The Walt Disney Company January 2005 - Present
Power Systems, Inc. 2004 - 2005
Cendant Corporation 2002 - 2004
Securities Service Network, Inc. 2000 - 2001
Philips Consumer Electronics 1996 - 2000
Skills
SEO, PPC, SQL Server, Web Analytics, Visual Basic, .NET, Search Engine Technology, Online Marketing, SEM, Organic Search, Search Advertising, Mobile Search, Online Video, Online Branding, XML, Omniture, Google Analytics, Google Adwords, Team Management, Web Development, Facebook Marketing, YouTube, Twitter, Local Search..., Online Advertising, Management, Leadership, Attribution Modeling, Social Media Marketing, Social Media, Google Webmaster Tools, Facebook, E-commerce, Conversion Optimization, Digital Marketing, Email Marketing, SMO, Landing Page..., Web Video, Mobile Marketing, Content Strategy, Strategy, Microsoft SQL Server, Affiliate Marketing, Digital Strategy, Advertising, Display Advertising, Web Marketing
Education
University of Phoenix 2003 — 2005
M.B.A.
Tusculum College 1998 — 2000
B.S.
University of Tennessee-Knoxville 1995 — 1997
University of Charleston 1994 — 1995
The Walt Disney Company January 2005 - Present
Power Systems, Inc. 2004 - 2005
Cendant Corporation 2002 - 2004
Securities Service Network, Inc. 2000 - 2001
Philips Consumer Electronics 1996 - 2000
Skills
SEO, PPC, SQL Server, Web Analytics, Visual Basic, .NET, Search Engine Technology, Online Marketing, SEM, Organic Search, Search Advertising, Mobile Search, Online Video, Online Branding, XML, Omniture, Google Analytics, Google Adwords, Team Management, Web Development, Facebook Marketing, YouTube, Twitter, Local Search..., Online Advertising, Management, Leadership, Attribution Modeling, Social Media Marketing, Social Media, Google Webmaster Tools, Facebook, E-commerce, Conversion Optimization, Digital Marketing, Email Marketing, SMO, Landing Page..., Web Video, Mobile Marketing, Content Strategy, Strategy, Microsoft SQL Server, Affiliate Marketing, Digital Strategy, Advertising, Display Advertising, Web Marketing
Education
University of Phoenix 2003 — 2005
M.B.A.
Tusculum College 1998 — 2000
B.S.
University of Tennessee-Knoxville 1995 — 1997
University of Charleston 1994 — 1995
Heather Mazzouccolo Heather Mazzouccolo's Securities Service Network, Inc. Experience September 2003 - February 2014
Job Marketing Manager
Industry Financial Services
Experience
Securities Service Network, Inc. September 2003 - February 2014
American Express Financial Advisors December 1998 - July 2002
Delta Life & Annuity Company March 1995 - April 1998
Skills
Marketing Strategy, Marketing Communications, Social Media Marketing, Branding & Identity, Corporate Communications, Marketing, Public Relations, Relationship Management, Event Planning, Event Management, Graphic Design, Investment Advisory, Personal Financial..., Series 24, Series 7, Series 63, Equities, Mutual Funds, 401k, Insurance, Variable Annuities
Education
Haslam College of Business at the University of Tennessee 1991 — 1994
Bachelor of Science in Business Administration, Finance
Securities Service Network, Inc. September 2003 - February 2014
American Express Financial Advisors December 1998 - July 2002
Delta Life & Annuity Company March 1995 - April 1998
Skills
Marketing Strategy, Marketing Communications, Social Media Marketing, Branding & Identity, Corporate Communications, Marketing, Public Relations, Relationship Management, Event Planning, Event Management, Graphic Design, Investment Advisory, Personal Financial..., Series 24, Series 7, Series 63, Equities, Mutual Funds, 401k, Insurance, Variable Annuities
Education
Haslam College of Business at the University of Tennessee 1991 — 1994
Bachelor of Science in Business Administration, Finance
Charlie Dalton Charlie Dalton's Securities Service Network, Inc. Experience January 1998 - November 2010
Job Pastor at Bell Road Worship Center/Teacher Knox County Schools
Industry Primary/Secondary Education
Experience
Knox County Schools August 2014 - Present
Knox County Sheriff's Office February 2014 - Present
Bell Road Worship Center August 2009 - Present
Knox County Schools August 2011 - July 2014
Securities Service Network, Inc. January 1998 - November 2010
New Harvest Church of God July 2006 - August 2009
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Spreadsheets, Teamwork, Customer Service, Data Entry, Leadership Development, Public Speaking, Teaching, Special Education, Preaching, Administration, Classroom, Classroom Management, Lesson Planning, Differentiated..., Educational Technology, Curriculum Design, Tutoring, Higher Education, Curriculum Development, Educational Leadership
Education
Tennessee Technological University 2015 — 2017
Special Education and Teaching
Lee University 2007 — 2013
Bachelor of Science (B.S.), Pastoral Ministry
Rockingham Community College 1981 — 1984
Pre-Electronic Data Processing
Knox County Schools August 2014 - Present
Knox County Sheriff's Office February 2014 - Present
Bell Road Worship Center August 2009 - Present
Knox County Schools August 2011 - July 2014
Securities Service Network, Inc. January 1998 - November 2010
New Harvest Church of God July 2006 - August 2009
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Spreadsheets, Teamwork, Customer Service, Data Entry, Leadership Development, Public Speaking, Teaching, Special Education, Preaching, Administration, Classroom, Classroom Management, Lesson Planning, Differentiated..., Educational Technology, Curriculum Design, Tutoring, Higher Education, Curriculum Development, Educational Leadership
Education
Tennessee Technological University 2015 — 2017
Special Education and Teaching
Lee University 2007 — 2013
Bachelor of Science (B.S.), Pastoral Ministry
Rockingham Community College 1981 — 1984
Pre-Electronic Data Processing
Lee Neumann, CFP® Lee Neumann, CFP®'s Securities Service Network, Inc. Experience March 2006 - Present
Job Partner at Millenia Investments, LLC
Industry Financial Services
Experience
Millenia Investments, LLC May 1980 - Present
Securities Service Network, Inc. March 2006 - Present
Skills
Retirement Income..., IRAs, Life Insurance, Long Term Care Insurance, Financial Advisory, Fixed Annuities, Long-term Care, Variable Annuities, Alternative Investments, Wealth Accumulation
Education
College for Financial Planning
Certified Financial Planner
The American College
Master of Science in Financial Services, Financial Planning and Services
Millenia Investments, LLC May 1980 - Present
Securities Service Network, Inc. March 2006 - Present
Skills
Retirement Income..., IRAs, Life Insurance, Long Term Care Insurance, Financial Advisory, Fixed Annuities, Long-term Care, Variable Annuities, Alternative Investments, Wealth Accumulation
Education
College for Financial Planning
Certified Financial Planner
The American College
Master of Science in Financial Services, Financial Planning and Services
Jesse Giles Jesse Giles's Securities Service Network, Inc. Experience February 2013 - January 2015
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade March 2015 - Present
Securities Service Network, Inc. February 2013 - January 2015
First Tennessee Bank May 2012 - February 2013
Ameriprise Financial November 2010 - April 2012
Edward Jones 2006 - 2010
Skills
Uniform Combined State..., Retirement Planning, Education Funding, Life Insurance, Financial Planners, Series 7, Saving for Education, 401k Rollovers
Education
Gardner-Webb University 2003 — 2006
M.B.A. and M. Div., Economics, Theology
William Carey College 2000 — 2002
B.S., Finance
Scottrade March 2015 - Present
Securities Service Network, Inc. February 2013 - January 2015
First Tennessee Bank May 2012 - February 2013
Ameriprise Financial November 2010 - April 2012
Edward Jones 2006 - 2010
Skills
Uniform Combined State..., Retirement Planning, Education Funding, Life Insurance, Financial Planners, Series 7, Saving for Education, 401k Rollovers
Education
Gardner-Webb University 2003 — 2006
M.B.A. and M. Div., Economics, Theology
William Carey College 2000 — 2002
B.S., Finance
Bill Reuther Bill Reuther's Securities Service Network, Inc. Experience May 2008 - Present
Job Compliance Examiner/Investment Advisor Representative
Industry Financial Services
Experience
Securities Service Network, Inc. May 2008 - Present
Skills
Series 7, Series 66, Series 24, FINRA, Securities, Investment Advisory, Financial Services, Finance, Uniform Combined State..., Mutual Funds, Investments, Retirement, Financial Advisory, Alternative Investments, AML, Financial Analysis, IRAs, Account Reconciliation, Microsoft Excel, Strategic Financial..., Retirement Planning, Wealth Management, 401k, Asset Management, Auditing
Education
Haslam College of Business at the University of Tennessee 2005 — 2007
Finance, Accounting
Securities Service Network, Inc. May 2008 - Present
Skills
Series 7, Series 66, Series 24, FINRA, Securities, Investment Advisory, Financial Services, Finance, Uniform Combined State..., Mutual Funds, Investments, Retirement, Financial Advisory, Alternative Investments, AML, Financial Analysis, IRAs, Account Reconciliation, Microsoft Excel, Strategic Financial..., Retirement Planning, Wealth Management, 401k, Asset Management, Auditing
Education
Haslam College of Business at the University of Tennessee 2005 — 2007
Finance, Accounting
Alexander Linton Alexander Linton's Securities Service Network, Inc. Experience August 2014 - Present
Job Accounts Processor at Securities Service Network, Inc.
Industry Investment Banking
Experience
Securities Service Network, Inc. August 2014 - Present
Security Service Network August 2014 - January 2015
Sewanee: University of the South January 2011 - May 2014
Vineyard Vines January 2012 - January 2013
Camp Sea Gull April 2011 - January 2013
Skills
Microsoft Office, Team Building, Public Speaking, PowerPoint, Microsoft Word, Microsoft Excel, Research, Social Media, Social Networking, Teamwork, Leadership, Editing, Event Management, Marketing
Education
Sewanee-The University of the South 2011 — 2014
Bachelor's Degree, Economics, Theater Arts, Spanish, Senior
Securities Service Network, Inc. August 2014 - Present
Security Service Network August 2014 - January 2015
Sewanee: University of the South January 2011 - May 2014
Vineyard Vines January 2012 - January 2013
Camp Sea Gull April 2011 - January 2013
Skills
Microsoft Office, Team Building, Public Speaking, PowerPoint, Microsoft Word, Microsoft Excel, Research, Social Media, Social Networking, Teamwork, Leadership, Editing, Event Management, Marketing
Education
Sewanee-The University of the South 2011 — 2014
Bachelor's Degree, Economics, Theater Arts, Spanish, Senior
Cindy Winchester Cindy Winchester's Securities Service Network, Inc. Experience July 2011 - Present
Job Marketing Manager at Securities Service Network, Inc.
Industry Financial Services
Experience
Securities Service Network, Inc. July 2011 - Present
NAIFA - Middle Tennessee 2010 - Present
Mass Mutual/Capital Financial Group 2008 - 2010
MetLife/MidSouth Business Group 2005 - 2008
Banking Industry 1980 - 1996
Skills
Series 24, Fixed Annuities, Retirement Planning, Series 7, Retirement, Investment Advisory, 401k, Mutual Funds, Uniform Combined State..., Wealth Management, Series 63, Insurance, Securities, Investments, Strategic Financial...
Education
University of Tennessee-Knoxville - College of Business Administration 1975 — 1980
B.S., Finance
Greeneville High School 1972 — 1975
Securities Service Network, Inc. July 2011 - Present
NAIFA - Middle Tennessee 2010 - Present
Mass Mutual/Capital Financial Group 2008 - 2010
MetLife/MidSouth Business Group 2005 - 2008
Banking Industry 1980 - 1996
Skills
Series 24, Fixed Annuities, Retirement Planning, Series 7, Retirement, Investment Advisory, 401k, Mutual Funds, Uniform Combined State..., Wealth Management, Series 63, Insurance, Securities, Investments, Strategic Financial...
Education
University of Tennessee-Knoxville - College of Business Administration 1975 — 1980
B.S., Finance
Greeneville High School 1972 — 1975
Mina Patel's Securities Service Network, Inc. Experience September 2004 - Present
Job Compliance Assistant at Securities Service Network, Inc.
Industry Financial Services
Experience
Securities Service Network, Inc. September 2004 - Present
Skills
Microsoft Office, Microsoft Excel, Customer Service, Negotiation, Event Planning, Email Marketing, Direct Mail, Branding & Identity, Brochures
Education
Radford University 1989 — 1993
BS, Graphic Design
Securities Service Network, Inc. September 2004 - Present
Skills
Microsoft Office, Microsoft Excel, Customer Service, Negotiation, Event Planning, Email Marketing, Direct Mail, Branding & Identity, Brochures
Education
Radford University 1989 — 1993
BS, Graphic Design
Jon Maas Jon Maas's Securities Service Network, Inc. Experience January 1998 - Present
Job VP Director of Trading at Securities Service Network, Inc.
Industry Financial Services
Experience
Securities Service Network, Inc. January 1998 - Present
Education
East Tennessee State University
University of Tennessee-Knoxville
Securities Service Network, Inc. January 1998 - Present
Education
East Tennessee State University
University of Tennessee-Knoxville
Corey Keltner, CFP® Corey Keltner, CFP®'s Securities Service Network, Inc. Experience March 2015 - Present
Job Practice Development Specialist at Securities Service Network, Inc.
Industry Financial Services
Experience
Securities Service Network, Inc. March 2015 - Present
Securities Service Network June 2011 - February 2015
Planned Ahead April 2010 - June 2011
Securities Service Network December 2003 - October 2010
Education
Haslam College of Business at the University of Tennessee 1998 — 2001
Bachelor's Degree, Finance, General
Securities Service Network, Inc. March 2015 - Present
Securities Service Network June 2011 - February 2015
Planned Ahead April 2010 - June 2011
Securities Service Network December 2003 - October 2010
Education
Haslam College of Business at the University of Tennessee 1998 — 2001
Bachelor's Degree, Finance, General
Brian Propes, AIF® Brian Propes, AIF®'s Securities Service Network, Inc. Experience November 1992 - September 1995
Job President at Brokers International Financial Services, LLC
Industry Financial Services
Experience
Brokers International Financial Services, LLC November 2013 - Present
Business Partner Services April 2010 - November 2013
JP Turner & Company, LLC February 2012 - December 2012
Cambridge Investment Research April 2008 - April 2010
NFP Securities February 2000 - July 2007
Securities Consultants International September 1995 - February 2000
Securities Service Network, Inc. November 1992 - September 1995
FSC Securities, Inc. November 1991 - November 1992
Keogler Morgan Securities, Inc. October 1987 - June 1991
NASD District 7 April 1986 - October 1987
Skills
Risk Management, Strategic Planning, Business Planning, Executive Management, Process Improvement, Change Management, Licensing, Strategy, Budgets, Leadership, Management, Business Development, FINRA, CRM, Strategic Financial..., Insurance, Finance, Due Diligence, Budgeting, Consulting, Relationship Management, Financial Planning, Leadership Development
Education
University of Pennsylvania - The Wharton School 2002 — 2004
Certificate of Leadership Development, SII Executive Studies - SIFMA Program
University of Alabama in Huntsville 1981 — 1983
Finance, General
Brokers International Financial Services, LLC November 2013 - Present
Business Partner Services April 2010 - November 2013
JP Turner & Company, LLC February 2012 - December 2012
Cambridge Investment Research April 2008 - April 2010
NFP Securities February 2000 - July 2007
Securities Consultants International September 1995 - February 2000
Securities Service Network, Inc. November 1992 - September 1995
FSC Securities, Inc. November 1991 - November 1992
Keogler Morgan Securities, Inc. October 1987 - June 1991
NASD District 7 April 1986 - October 1987
Skills
Risk Management, Strategic Planning, Business Planning, Executive Management, Process Improvement, Change Management, Licensing, Strategy, Budgets, Leadership, Management, Business Development, FINRA, CRM, Strategic Financial..., Insurance, Finance, Due Diligence, Budgeting, Consulting, Relationship Management, Financial Planning, Leadership Development
Education
University of Pennsylvania - The Wharton School 2002 — 2004
Certificate of Leadership Development, SII Executive Studies - SIFMA Program
University of Alabama in Huntsville 1981 — 1983
Finance, General
Chris Savino's Securities Service Network, Inc. Experience August 2014 - Present
Job Student at Tennessee Technology Center at Knoxville
Industry Computer Networking
Experience
Securities Service Network, Inc. August 2014 - Present
Walmart April 2013 - August 2014
Aisin U.S.A. Mfg., Inc. January 2010 - December 2012
Skills
CompTIA A+ Certification, CompTIA Network+, Computer Hardware, Troubleshooting, Computer Repair, Wireless Networking, Windows Vista, Networking, Windows 7, Laptops, Windows 8.1, Windows 8
Education
Tennessee Technology Center at Knoxville 2013 — 2014
Micro computer specialist, Network specialist, and Security specialist, Computer and networking systems
Securities Service Network, Inc. August 2014 - Present
Walmart April 2013 - August 2014
Aisin U.S.A. Mfg., Inc. January 2010 - December 2012
Skills
CompTIA A+ Certification, CompTIA Network+, Computer Hardware, Troubleshooting, Computer Repair, Wireless Networking, Windows Vista, Networking, Windows 7, Laptops, Windows 8.1, Windows 8
Education
Tennessee Technology Center at Knoxville 2013 — 2014
Micro computer specialist, Network specialist, and Security specialist, Computer and networking systems
David Bellaire David Bellaire's Securities Service Network, Inc. Experience 2001 - 2005
Job David Bellaire is the Executive Vice President & General Counsel at the Financial Services Institute
Industry Financial Services
Experience
Financial Services Institute October 2012 - Present
Financial Services Institute 2005 - October 2012
Securities Service Network, Inc. 2001 - 2005
Securities Service Network, Inc. 1999 - 2002
InterSecurities, Inc. 1998 - 1999
Commonwealth Financial Network 1993 - 1998
Institute of Certified Financial Planners 1991 - 1992
Skills
Series 7, Compliance, Mutual Funds, Securities, Risk Management, Financial Planning, Licensing, Due Diligence, Contract Negotiation, Public Speaking, Investments, Negotiation, FINRA, Retirement Planning, Estate Planning, Portfolio Management, Asset Management, Strategic Financial..., Asset Managment, Securities Regulation, SEC, Investment Advisory, Legal Research, Series 63, Litigation, Corporate Governance, Broker-Dealer, Arbitration, Corporate Law, Insurance, Financial Advisory, Series 24, Finance, Government, AML, Legislation, Policy, Financial Services, Wealth Management, Alternative Investments
Education
University of Denver - Sturm College of Law 1989 — 1992
JD, Law
Providence College 1985 — 1989
B.S., Business Administration
St. John's Preparatory School 1981 — 1985
High School Diploma, College Preparatory Course of Study
Financial Services Institute October 2012 - Present
Financial Services Institute 2005 - October 2012
Securities Service Network, Inc. 2001 - 2005
Securities Service Network, Inc. 1999 - 2002
InterSecurities, Inc. 1998 - 1999
Commonwealth Financial Network 1993 - 1998
Institute of Certified Financial Planners 1991 - 1992
Skills
Series 7, Compliance, Mutual Funds, Securities, Risk Management, Financial Planning, Licensing, Due Diligence, Contract Negotiation, Public Speaking, Investments, Negotiation, FINRA, Retirement Planning, Estate Planning, Portfolio Management, Asset Management, Strategic Financial..., Asset Managment, Securities Regulation, SEC, Investment Advisory, Legal Research, Series 63, Litigation, Corporate Governance, Broker-Dealer, Arbitration, Corporate Law, Insurance, Financial Advisory, Series 24, Finance, Government, AML, Legislation, Policy, Financial Services, Wealth Management, Alternative Investments
Education
University of Denver - Sturm College of Law 1989 — 1992
JD, Law
Providence College 1985 — 1989
B.S., Business Administration
St. John's Preparatory School 1981 — 1985
High School Diploma, College Preparatory Course of Study
Joe Simpson's Securities Service Network, Inc. Experience November 2012 - Present
Job AVP, Director of Information Technology at Securities Service Network, Inc.
Industry Financial Services
Experience
Securities Service Network, Inc. November 2012 - Present
Appalachian Underwriters July 2011 - November 2012
Securities Service Network July 2009 - June 2011
Securities Service Network, Inc. October 2001 - June 2009
Cendant April 2001 - October 2001
Securities Service Network, Inc. April 1999 - April 2001
Oxford Nuclear Instruments June 1998 - April 1999
Skills
Software Development, Microsoft SQL Server, .NET, JavaScript, C#, SQL, SSIS, ASP.NET, SSRS, Visual Studio, T-SQL, Database Design, Business Intelligence, XML, VB.NET, IIS, Data Modeling, SharePoint, ASP.NET MVC, ClearCase, Insurance, Leadership, Agile Project Management, Data Warehousing, ASP, RESTful WebServices, WCF Services, Team Leadership, Software Architecture, Agile Methodologies, Kanban, Continuous Delivery, NoSQL, Windows Azure, Amazon Web Services..., Networking
Education
Tusculum College
Bachelor of Science (B.S.), Business Administration
Pellissippi State Community College 1997 — 1999
Associate of Science (A.S.), Computer Science
University of Tennessee-Knoxville 1992 — 1994
Embry-Riddle Aeronautical University 1989 — 1991
Aeronautical Science
Securities Service Network, Inc. November 2012 - Present
Appalachian Underwriters July 2011 - November 2012
Securities Service Network July 2009 - June 2011
Securities Service Network, Inc. October 2001 - June 2009
Cendant April 2001 - October 2001
Securities Service Network, Inc. April 1999 - April 2001
Oxford Nuclear Instruments June 1998 - April 1999
Skills
Software Development, Microsoft SQL Server, .NET, JavaScript, C#, SQL, SSIS, ASP.NET, SSRS, Visual Studio, T-SQL, Database Design, Business Intelligence, XML, VB.NET, IIS, Data Modeling, SharePoint, ASP.NET MVC, ClearCase, Insurance, Leadership, Agile Project Management, Data Warehousing, ASP, RESTful WebServices, WCF Services, Team Leadership, Software Architecture, Agile Methodologies, Kanban, Continuous Delivery, NoSQL, Windows Azure, Amazon Web Services..., Networking
Education
Tusculum College
Bachelor of Science (B.S.), Business Administration
Pellissippi State Community College 1997 — 1999
Associate of Science (A.S.), Computer Science
University of Tennessee-Knoxville 1992 — 1994
Embry-Riddle Aeronautical University 1989 — 1991
Aeronautical Science
Sarah Cressy Sarah Cressy's Securities Service Network, Inc. Experience September 2014 - Present
Job Junior Software Developer at Securities Service Network, Inc.
Industry Computer Software
Experience
Securities Service Network, Inc. September 2014 - Present
Camp Deer Run June 2010 - August 2012
Skills
C++, Visual Studio, C#, Fortran, WPF, XAML, Software Development, .NET, Team-oriented, Visual Basic, Programming
Education
Harding University 2009 — 2014
Bachelor of Science (BS), Computer Science, 3.2
Securities Service Network, Inc. September 2014 - Present
Camp Deer Run June 2010 - August 2012
Skills
C++, Visual Studio, C#, Fortran, WPF, XAML, Software Development, .NET, Team-oriented, Visual Basic, Programming
Education
Harding University 2009 — 2014
Bachelor of Science (BS), Computer Science, 3.2
Jim Berrier's Securities Service Network, Inc. Experience July 2010 - Present
Job Home Office Principal at Securities Service Network
Industry Financial Services
Experience
Securities Service Network, Inc. July 2010 - Present
Skills
Series 7, Investments, Financial Planning, Mutual Funds, Series 24, series 4, series 53, Investment Advisory, Compliance, Securities, Annuities, Excel, Strategic Financial..., Fixed Annuities, FINRA, Uniform Combined State..., Microsoft Excel, Series 63, Retirement, Retirement Planning, Wealth Management, 401k, Financial Services, Equities, Finance, Asset Management, Alternative Investments, AML, Options, Variable Annuities, Trading
Education
Haslam College of Business at the University of Tennessee 2000 — 2002
MBA
Tennessee State University 1997 — 2002
Securities Service Network, Inc. July 2010 - Present
Skills
Series 7, Investments, Financial Planning, Mutual Funds, Series 24, series 4, series 53, Investment Advisory, Compliance, Securities, Annuities, Excel, Strategic Financial..., Fixed Annuities, FINRA, Uniform Combined State..., Microsoft Excel, Series 63, Retirement, Retirement Planning, Wealth Management, 401k, Financial Services, Equities, Finance, Asset Management, Alternative Investments, AML, Options, Variable Annuities, Trading
Education
Haslam College of Business at the University of Tennessee 2000 — 2002
MBA
Tennessee State University 1997 — 2002
Greg Kalosieh's Securities Service Network, Inc. Experience August 2013 - Present
Job Senior Program Manager at Securities Service Network, Inc.
Industry Financial Services
Experience
Securities Service Network, Inc. August 2013 - Present
ZeroChaos July 2012 - July 2013
Pershing, LLC, Bank of New York Mellon September 1997 - July 2012
Skills
Strategic Planning, Product Management, Series 7, Strategy, Product Development, Business Process, Leadership, Management, User Experience, Financial Services, SDLC, Product Marketing, Solution Implementation, Advisory Boards, Business Analysis, Executive Management, Process Improvement, Program Management, Business Process..., CRM, Risk Management, IT Strategy, Portfolio Management, Outsourcing, Trading Systems, Securities
Education
New York University - Leonard N. Stern School of Business 2000 — 2003
MBA, Finance
Montclair State University 1995 — 1997
MS, Mathematics
Fairfield University 1991 — 1995
BS, Mathematics
Securities Service Network, Inc. August 2013 - Present
ZeroChaos July 2012 - July 2013
Pershing, LLC, Bank of New York Mellon September 1997 - July 2012
Skills
Strategic Planning, Product Management, Series 7, Strategy, Product Development, Business Process, Leadership, Management, User Experience, Financial Services, SDLC, Product Marketing, Solution Implementation, Advisory Boards, Business Analysis, Executive Management, Process Improvement, Program Management, Business Process..., CRM, Risk Management, IT Strategy, Portfolio Management, Outsourcing, Trading Systems, Securities
Education
New York University - Leonard N. Stern School of Business 2000 — 2003
MBA, Finance
Montclair State University 1995 — 1997
MS, Mathematics
Fairfield University 1991 — 1995
BS, Mathematics
April Ambrozy's Securities Service Network, Inc. Experience August 2013 - October 2013
Job Owner, Ambrozy Accounting
Industry Accounting
Experience
Securities America November 2013 - Present
Ambrozy Accounting January 2000 - Present
Securities Service Network, Inc. August 2013 - October 2013
Securities Service Network, Inc. November 1997 - October 2013
Ambrozy Tax Service January 1987 - March 2004
Skills
Tax Preparation, Accounting, QuickBooks, Tax, Corporate Tax, Finance, Small Business, Financial Planners, Strategic Financial..., Auditing, Bookkeeping, Investments, Financial Analysis, Estate Planning, Tax Accounting, Financial Accounting, Tax Returns, Management Consulting, Trusts, Estate Tax Planning, Payroll, Income Tax, Sales Tax, Accountants, Tax Advisory, General Ledger, IRS, Mergers & Acquisitions, Securities, High Net Worth..., Asset Management, Financial Reporting, Partnership Taxation, S Corporations, Start-ups, Payroll Taxes, Preparation, Financial Statements, Business Advisory, Cash Flow, Portfolio Management, Financial Advisory, Year End Accounts, Business Planning, 401k, Personal Tax Planning, Retirement Planning, Personal Finance, Financial Planning
Education
Thomas Edison State College 1998 — 2000
BS, Business
Securities America November 2013 - Present
Ambrozy Accounting January 2000 - Present
Securities Service Network, Inc. August 2013 - October 2013
Securities Service Network, Inc. November 1997 - October 2013
Ambrozy Tax Service January 1987 - March 2004
Skills
Tax Preparation, Accounting, QuickBooks, Tax, Corporate Tax, Finance, Small Business, Financial Planners, Strategic Financial..., Auditing, Bookkeeping, Investments, Financial Analysis, Estate Planning, Tax Accounting, Financial Accounting, Tax Returns, Management Consulting, Trusts, Estate Tax Planning, Payroll, Income Tax, Sales Tax, Accountants, Tax Advisory, General Ledger, IRS, Mergers & Acquisitions, Securities, High Net Worth..., Asset Management, Financial Reporting, Partnership Taxation, S Corporations, Start-ups, Payroll Taxes, Preparation, Financial Statements, Business Advisory, Cash Flow, Portfolio Management, Financial Advisory, Year End Accounts, Business Planning, 401k, Personal Tax Planning, Retirement Planning, Personal Finance, Financial Planning
Education
Thomas Edison State College 1998 — 2000
BS, Business
Anne Freiberg's Securities Service Network, Inc. Experience 1999 - 2010
Job Experienced Administrative Assistant
Industry Insurance
Experience
Securities Service Network, Inc. 1999 - 2010
Education
Mt. Hood Community College 2012 — 2013
Administrative Office Assistant Certificate
Securities Service Network, Inc. 1999 - 2010
Education
Mt. Hood Community College 2012 — 2013
Administrative Office Assistant Certificate
Adam Meltzer's Securities Service Network, Inc. Experience 2004 - 2005
Job Assistant Actuary
Industry Telecommunications
Experience
New York State Insurance Fund July 2015 - Present
Cablevision 2006 - 2014
AFC Industries, Inc. 2006 - 2006
Securities Service Network, Inc. 2004 - 2005
Skills
Excel, Word, Microsoft Office, PowerPoint, Access, Problem Solving, Outlook, Visual Basic, C++, C#, Microsoft SQL Server, Microsoft Excel, Call Centers, SharePoint, Analysis, Data Analysis, Microsoft Word, Telecommunications, Customer Satisfaction
Education
University of Florida 2000 — 2002
Bachelor of Business Administration (BBA), Finance, General
New York State Insurance Fund July 2015 - Present
Cablevision 2006 - 2014
AFC Industries, Inc. 2006 - 2006
Securities Service Network, Inc. 2004 - 2005
Skills
Excel, Word, Microsoft Office, PowerPoint, Access, Problem Solving, Outlook, Visual Basic, C++, C#, Microsoft SQL Server, Microsoft Excel, Call Centers, SharePoint, Analysis, Data Analysis, Microsoft Word, Telecommunications, Customer Satisfaction
Education
University of Florida 2000 — 2002
Bachelor of Business Administration (BBA), Finance, General
Jose Behar's Securities Service Network, Inc. Experience June 2006 - April 2009
Job Senior Managing Director at LINQ Financial Group
Industry Financial Services
Experience
LINQ Financial Group October 2012 - Present
New England Financial April 2009 - October 2012
Securities Service Network, Inc. June 2006 - April 2009
Education
Florida International University 1992 — 1996
Miami Dade College 1990 — 1992
LINQ Financial Group October 2012 - Present
New England Financial April 2009 - October 2012
Securities Service Network, Inc. June 2006 - April 2009
Education
Florida International University 1992 — 1996
Miami Dade College 1990 — 1992
Ellen Gallant's Securities Service Network, Inc. Experience December 2001 - December 2012
Job Staff Accountant / Project Manager Assistant
Industry Accounting
Experience
LBM Realty Trust / Charles Construction Company, Inc. February 2004 - Present
Securities Service Network, Inc. December 2001 - December 2012
Henry & Company, P.C November 1998 - November 2001
Lexi Computer Systems June 1992 - November 1998
Datawatch Corporation 1989 - November 1991
Education
Merrimack College 1985 — 1990
Accounting
North Andover High School
LBM Realty Trust / Charles Construction Company, Inc. February 2004 - Present
Securities Service Network, Inc. December 2001 - December 2012
Henry & Company, P.C November 1998 - November 2001
Lexi Computer Systems June 1992 - November 1998
Datawatch Corporation 1989 - November 1991
Education
Merrimack College 1985 — 1990
Accounting
North Andover High School
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY