SS&C GlobeOp
Industry: IT service management company
DescriptionFounded: 1999 Parent organization: SS&C Technologies
SS&C GlobeOp List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at SS&C GlobeOp. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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SS&C GlobeOp Employees
Employee
Years
Job
Industry
farrah kassam farrah kassam's SS&C GlobeOp Experience December 2013 - August 2015
Job Associate Manager at SS&C Globeop
Industry Investment Management
Experience
Capital Group August 2015 - Present
SS&C Globeop December 2013 - August 2015
Nuveen Investments March 2011 - December 2013
FINRA (Financial Industry Regulatory Authority) August 2010 - February 2011
Teacher/Employees Retirement System of Texas November 2007 - January 2009
Nuveen Investments February 2006 - August 2007
Dimensional Fund Advisors November 2005 - January 2006
Penson Financial Services June 2004 - September 2005
JPMorgan June 2002 - June 2004
Skills
Securities, Portfolio Management, Equities, Mutual Funds, Fixed Income, Asset Managment, Bloomberg, Derivatives, Trading Systems, Back Office, Investments, Middle Office, Investment Banking, Risk Management, Banking, Series 7, Series 63, Investment Management, Financial Markets, Corporate Actions, Finance, Settlement, Trading
Education
Texas A&M University 1996 — 1999
Bachelor of Business Administration (B.B.A.), finance
The University of Western Ontario - Richard Ivey School of Business 1993 — 1996
Bachelor of Applied Science (B.A.Sc.), chemisty
Capital Group August 2015 - Present
SS&C Globeop December 2013 - August 2015
Nuveen Investments March 2011 - December 2013
FINRA (Financial Industry Regulatory Authority) August 2010 - February 2011
Teacher/Employees Retirement System of Texas November 2007 - January 2009
Nuveen Investments February 2006 - August 2007
Dimensional Fund Advisors November 2005 - January 2006
Penson Financial Services June 2004 - September 2005
JPMorgan June 2002 - June 2004
Skills
Securities, Portfolio Management, Equities, Mutual Funds, Fixed Income, Asset Managment, Bloomberg, Derivatives, Trading Systems, Back Office, Investments, Middle Office, Investment Banking, Risk Management, Banking, Series 7, Series 63, Investment Management, Financial Markets, Corporate Actions, Finance, Settlement, Trading
Education
Texas A&M University 1996 — 1999
Bachelor of Business Administration (B.B.A.), finance
The University of Western Ontario - Richard Ivey School of Business 1993 — 1996
Bachelor of Applied Science (B.A.Sc.), chemisty
Hickson Chen Hickson Chen's SS&C GlobeOp Experience July 2011 - October 2013
Job Managing Partner at High Street Management / Manager at GENRICH Family Office
Industry Investment Management
Experience
GENRICH Family Office April 2014 - Present
High Street Management Advisors October 2013 - Present
Independent Actors January 2007 - Present
SS&C GlobeOp July 2011 - October 2013
High Street Management February 2011 - July 2011
Advent Software February 2005 - October 2010
Tamale Software February 2005 - October 2010
private 1999 - 2010
Brooklyn Brewery 2004 - 2005
Autosmart 2001 - 2003
Skills
CRM, Business Development, Start-ups, Relationship Management, Project Management, Portfolio Management, Hedge Funds, Investments, Account Management, Business Networking, Equities, Management, Emerging Markets, Strategic Alliances, Finance, Alternative Investments, Training, Trading Systems, Taiwanese, French, New Business Development, Private Equity, German, Securities, Investment Banking, Mutual Funds, Marketing, Fixed Income, Consulting, Product Marketing, Financial Services, Brazilian Portuguese, Client Service Oriented, Close Attention to..., Knowledge Base, Out Of the Box, Business Analysis, Capital Markets, Financial Modeling, Investor Relations, Outsourcing, Change Management, Asset Management, Trading, Financial Markets, Valuation, Options, Family Office, Mergers & Acquisitions, Strategy
Education
Imperial College London 1998 — 1999
International Management
Manhattanville College 1995 — 1999
GENRICH Family Office April 2014 - Present
High Street Management Advisors October 2013 - Present
Independent Actors January 2007 - Present
SS&C GlobeOp July 2011 - October 2013
High Street Management February 2011 - July 2011
Advent Software February 2005 - October 2010
Tamale Software February 2005 - October 2010
private 1999 - 2010
Brooklyn Brewery 2004 - 2005
Autosmart 2001 - 2003
Skills
CRM, Business Development, Start-ups, Relationship Management, Project Management, Portfolio Management, Hedge Funds, Investments, Account Management, Business Networking, Equities, Management, Emerging Markets, Strategic Alliances, Finance, Alternative Investments, Training, Trading Systems, Taiwanese, French, New Business Development, Private Equity, German, Securities, Investment Banking, Mutual Funds, Marketing, Fixed Income, Consulting, Product Marketing, Financial Services, Brazilian Portuguese, Client Service Oriented, Close Attention to..., Knowledge Base, Out Of the Box, Business Analysis, Capital Markets, Financial Modeling, Investor Relations, Outsourcing, Change Management, Asset Management, Trading, Financial Markets, Valuation, Options, Family Office, Mergers & Acquisitions, Strategy
Education
Imperial College London 1998 — 1999
International Management
Manhattanville College 1995 — 1999
Ganapathy Premkumar Ganapathy Premkumar's SS&C GlobeOp Experience December 2007 - August 2010
Job Fall Associate at Total Impact Capital
Industry Financial Services
Experience
Total Impact Capital September 2015 - Present
ICRA Mgmt Consulting Services Ltd,Subsidiary of ICRA Ltd (An Associate of Moody`s Investors Service) June 2012 - March 2014
EFS Consultants (India) Pvt. Ltd April 2012 - June 2012
JP Morgan Services India Pvt. Ltd. August 2010 - May 2011
SS&C GlobeOp December 2007 - August 2010
Skills
Corporate Finance, Valuation, Capital Markets, Financial Modeling, Investment Banking, Fixed Income, Portfolio Management, Mergers & Acquisitions
Education
University of Illinois at Urbana-Champaign 2014 — 2015
Master's Degree, Finance, General
National Institute of Securities Markets ( An Educational Initiative by SEBI) 2011 — 2012
Post Graduate Programme in Securities Markets(PGPSM), Finance, General
Birla Institute of Technology and Science 2003 — 2007
Master of Science (M.Sc.), Finance, General
SBOA
Total Impact Capital September 2015 - Present
ICRA Mgmt Consulting Services Ltd,Subsidiary of ICRA Ltd (An Associate of Moody`s Investors Service) June 2012 - March 2014
EFS Consultants (India) Pvt. Ltd April 2012 - June 2012
JP Morgan Services India Pvt. Ltd. August 2010 - May 2011
SS&C GlobeOp December 2007 - August 2010
Skills
Corporate Finance, Valuation, Capital Markets, Financial Modeling, Investment Banking, Fixed Income, Portfolio Management, Mergers & Acquisitions
Education
University of Illinois at Urbana-Champaign 2014 — 2015
Master's Degree, Finance, General
National Institute of Securities Markets ( An Educational Initiative by SEBI) 2011 — 2012
Post Graduate Programme in Securities Markets(PGPSM), Finance, General
Birla Institute of Technology and Science 2003 — 2007
Master of Science (M.Sc.), Finance, General
SBOA
Nishit Gherwada Nishit Gherwada's SS&C GlobeOp Experience August 2014 - December 2014
Job Associate Manager, Risk Services at SS&C GlobeOp
Industry Financial Services
Experience
SS&C GlobeOp August 2014 - December 2014
RTS Realtime Systems July 2013 - February 2014
Ariston Capital Services Pvt Ltd January 2009 - May 2013
JM Financial May 2008 - July 2008
Skills
Equities, Trading, Capital Markets, Financial Markets, Financial Analysis, Derivatives, Valuation, Trading Strategies, Corporate Finance, Commodity, Financial Risk, Finance, Risk Assessment, Strategy, Wealth Management, Business Analysis, Management, Risk Management
Education
Atharva Institute Of Management Studies 2007 — 2009
PGDM, Accounting and Finance
Mumbai University 2005 — 2007
Master's degree, Accounting
HMN School
SS&C GlobeOp August 2014 - December 2014
RTS Realtime Systems July 2013 - February 2014
Ariston Capital Services Pvt Ltd January 2009 - May 2013
JM Financial May 2008 - July 2008
Skills
Equities, Trading, Capital Markets, Financial Markets, Financial Analysis, Derivatives, Valuation, Trading Strategies, Corporate Finance, Commodity, Financial Risk, Finance, Risk Assessment, Strategy, Wealth Management, Business Analysis, Management, Risk Management
Education
Atharva Institute Of Management Studies 2007 — 2009
PGDM, Accounting and Finance
Mumbai University 2005 — 2007
Master's degree, Accounting
HMN School
Marianna Zhuryk Marianna Zhuryk's SS&C GlobeOp Experience May 2013 - Present
Job Associate Manager in Regulatory Solutions at SS&C GlobeOp
Industry Accounting
Experience
SS&C GlobeOp May 2013 - Present
GlobeOp Financial Services September 2011 - May 2013
Alternative Investment Solutions June 2007 - September 2011
Skills
Hedge Funds, Bloomberg, Equities, Fixed Income, Derivatives, Bloomberg Terminal, Valuation, Securities, Fund Administration, Hedge Accounting, Bonds
Education
Fairleigh Dickinson University 2008 — 2011
Master's degree, Accounting
Fairleigh Dickinson University 2003 — 2007
Bachelor's, Finance
SS&C GlobeOp May 2013 - Present
GlobeOp Financial Services September 2011 - May 2013
Alternative Investment Solutions June 2007 - September 2011
Skills
Hedge Funds, Bloomberg, Equities, Fixed Income, Derivatives, Bloomberg Terminal, Valuation, Securities, Fund Administration, Hedge Accounting, Bonds
Education
Fairleigh Dickinson University 2008 — 2011
Master's degree, Accounting
Fairleigh Dickinson University 2003 — 2007
Bachelor's, Finance
Matt Gavin Matt Gavin's SS&C GlobeOp Experience January 2015 - Present
Job Certified Public Accountant
Industry Financial Services
Experience
SS&C GlobeOp January 2015 - Present
PEF Services LLC July 2008 - December 2014
Popular Club Plan June 2003 - December 2005
Skills
Private Equity, Payroll, Forensic Analysis, Financial Statements, Account Reconciliation, Analysis, Due Diligence, Private Investigations, Cash Flow, Microsoft Excel, Venture Capital, Customer Service, Leadership, Auditing, Mergers & Acquisitions
Education
William Paterson University of New Jersey 2011 — 2013
City University of New York-John Jay College of Criminal Justice 2001 — 2003
Bachelor of Arts (B.A.), Criminal Justice
SS&C GlobeOp January 2015 - Present
PEF Services LLC July 2008 - December 2014
Popular Club Plan June 2003 - December 2005
Skills
Private Equity, Payroll, Forensic Analysis, Financial Statements, Account Reconciliation, Analysis, Due Diligence, Private Investigations, Cash Flow, Microsoft Excel, Venture Capital, Customer Service, Leadership, Auditing, Mergers & Acquisitions
Education
William Paterson University of New Jersey 2011 — 2013
City University of New York-John Jay College of Criminal Justice 2001 — 2003
Bachelor of Arts (B.A.), Criminal Justice
Josh Stauber's SS&C GlobeOp Experience June 2012 - June 2013
Job Product Management at TUMI
Industry Consumer Goods
Experience
TUMI June 2015 - Present
Zara Terez February 2014 - June 2015
Sky Culture Clothing July 2013 - February 2014
SS&C GlobeOp June 2012 - June 2013
Education
University of Wisconsin-Madison 2008 — 2012
Bachelor of Arts (BA), Political Science and Government
Anglo-American University, Prague 2010 — 2011
Political Science and Government
George W. Hewlett High School 2004 — 2008
TUMI June 2015 - Present
Zara Terez February 2014 - June 2015
Sky Culture Clothing July 2013 - February 2014
SS&C GlobeOp June 2012 - June 2013
Education
University of Wisconsin-Madison 2008 — 2012
Bachelor of Arts (BA), Political Science and Government
Anglo-American University, Prague 2010 — 2011
Political Science and Government
George W. Hewlett High School 2004 — 2008
Srikant Nandigam's SS&C GlobeOp Experience June 2006 - August 2007
Job Regional PMO Head at Excel Global Solutions Inc.,
Industry Information Technology and Services
Experience
Accendo Technologies May 2014 - Present
Xinthe Technologies August 2012 - May 2014
Yalamanchili Software Exports Ltd May 2011 - August 2012
Nomura International plc 2007 - 2011
SS&C GlobeOp June 2006 - August 2007
CRISIL Global Research & Analytics 2006 - 2006
Skills
Software Project..., SDLC, Business Analysis, Requirements Analysis, Requirements Gathering, Software Development, Vendor Management, Java Enterprise Edition, User Acceptance Testing, Pre-sales, Program Management, Project Management, Management, IT Service Management, Business Process, Business Intelligence, ITIL, Strategic Planning, Agile Methodologies, MS Project, Service Delivery, MIS, Team Management, Change Management, Web Services, Unix, Project Delivery
Education
Birla Institute of Technology and Science 2001 — 2006
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
Accendo Technologies May 2014 - Present
Xinthe Technologies August 2012 - May 2014
Yalamanchili Software Exports Ltd May 2011 - August 2012
Nomura International plc 2007 - 2011
SS&C GlobeOp June 2006 - August 2007
CRISIL Global Research & Analytics 2006 - 2006
Skills
Software Project..., SDLC, Business Analysis, Requirements Analysis, Requirements Gathering, Software Development, Vendor Management, Java Enterprise Edition, User Acceptance Testing, Pre-sales, Program Management, Project Management, Management, IT Service Management, Business Process, Business Intelligence, ITIL, Strategic Planning, Agile Methodologies, MS Project, Service Delivery, MIS, Team Management, Change Management, Web Services, Unix, Project Delivery
Education
Birla Institute of Technology and Science 2001 — 2006
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
Susan (Piper) Theising's SS&C GlobeOp Experience May 2013 - December 2013
Job Student at Indiana University Kelley School of Business
Industry Accounting
Experience
SS&C GlobeOp May 2013 - December 2013
SS&C Technologies May 2012 - August 2012
Koch Family Children's Museum June 2011 - August 2011
Henderson Player's Club Golf Course May 2010 - August 2010
Pizza Depot August 2008 - August 2009
Fazoli's May 2008 - August 2008
Education
Indiana University - Kelley School of Business 2009 — 2013
Indiana University - Kelley School of Business
2013 Bachelor of Science, Business; Accounting and Finance
SS&C GlobeOp May 2013 - December 2013
SS&C Technologies May 2012 - August 2012
Koch Family Children's Museum June 2011 - August 2011
Henderson Player's Club Golf Course May 2010 - August 2010
Pizza Depot August 2008 - August 2009
Fazoli's May 2008 - August 2008
Education
Indiana University - Kelley School of Business 2009 — 2013
Indiana University - Kelley School of Business
2013 Bachelor of Science, Business; Accounting and Finance
Emanuel Romero-Vicini, MBA Emanuel Romero-Vicini, MBA's SS&C GlobeOp Experience March 2009 - July 2011
Job Chief Compliance Officer at Futurity First Insurance Group
Industry Financial Services
Experience
Futurity First Insurance Group April 2014 - Present
DressanderBHC April 2014 - June 2015
Northstar Wealth Partners November 2011 - April 2014
SS&C GlobeOp March 2009 - July 2011
Liberty Bank December 2002 - February 2009
Proprietary Day Trader March 2001 - December 2002
TD Waterhouse March 1998 - March 2001
Skills
Compliance, Alternative Investments, Investments, Series 7, Series 63, Series 65, Series 24, series 55, series 3, series 4, MS Excel Pivot Tables, Camra Accounting, ADP order entry, Nasdaq Level 2, SQL, Crystal Reports, Bloomberg, CT health and life..., Real Estate Investing
Education
University of Hartford 2007 — 2009
Master of Business Administration (MBA), Accounting and Finance, 3.8
Central Connecticut State University 2004 — 2007
Bachelor of Science (BS), Accounting and Finance, 3.25
Futurity First Insurance Group April 2014 - Present
DressanderBHC April 2014 - June 2015
Northstar Wealth Partners November 2011 - April 2014
SS&C GlobeOp March 2009 - July 2011
Liberty Bank December 2002 - February 2009
Proprietary Day Trader March 2001 - December 2002
TD Waterhouse March 1998 - March 2001
Skills
Compliance, Alternative Investments, Investments, Series 7, Series 63, Series 65, Series 24, series 55, series 3, series 4, MS Excel Pivot Tables, Camra Accounting, ADP order entry, Nasdaq Level 2, SQL, Crystal Reports, Bloomberg, CT health and life..., Real Estate Investing
Education
University of Hartford 2007 — 2009
Master of Business Administration (MBA), Accounting and Finance, 3.8
Central Connecticut State University 2004 — 2007
Bachelor of Science (BS), Accounting and Finance, 3.25
Fiona Ellis's SS&C GlobeOp Experience November 2009 - September 2012
Job Student at Simmons College Graduate School of Library and Information Science
Industry Libraries
Experience
William H. Hall High School September 2013 - Present
SS&C GlobeOp November 2009 - September 2012
Davidson Kempner Capital Management June 2009 - September 2009
Avenue Capital Group July 2007 - March 2009
Skills
Microsoft Excel, Research, Microsoft Word, Social Media, Microsoft Office, Editing, Social Media Marketing, Customer Service
Education
Simmons College Graduate School of Library and Information Science 2014 — 2015
Master's Degree, Library and Information Science
Assumption College 2000 — 2004
Bachelor of Arts (B.A.), English Literature (British and Commonwealth)
William H. Hall High School September 2013 - Present
SS&C GlobeOp November 2009 - September 2012
Davidson Kempner Capital Management June 2009 - September 2009
Avenue Capital Group July 2007 - March 2009
Skills
Microsoft Excel, Research, Microsoft Word, Social Media, Microsoft Office, Editing, Social Media Marketing, Customer Service
Education
Simmons College Graduate School of Library and Information Science 2014 — 2015
Master's Degree, Library and Information Science
Assumption College 2000 — 2004
Bachelor of Arts (B.A.), English Literature (British and Commonwealth)
Marcela Ramirez's SS&C GlobeOp Experience May 2012 - May 2013
Job Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC April 2015 - Present
SS&C Technologies May 2013 - March 2015
SS&C GlobeOp May 2012 - May 2013
Education
Florida Atlantic University 2007 — 2011
Bachelor of Business Administration (BBA)
Wells Fargo Advisors, LLC April 2015 - Present
SS&C Technologies May 2013 - March 2015
SS&C GlobeOp May 2012 - May 2013
Education
Florida Atlantic University 2007 — 2011
Bachelor of Business Administration (BBA)
Lauren Devanney's SS&C GlobeOp Experience June 2011 - June 2014
Job Group Benefits Valuation at The Hartford
Industry Accounting
Experience
The Hartford June 2015 - Present
Access Health CT June 2014 - June 2015
SS&C GlobeOp June 2011 - June 2014
Crossroads Rhode Island January 2011 - May 2011
Ernst & Young June 2009 - August 2009
TRUMPF North America June 2008 - August 2008
Music and Arts Center July 2005 - August 2007
Skills
Accounting, Microsoft Excel, PowerPoint, Financial Analysis, Fund Accounting, Microsoft Office, Microsoft Word, Access, Financial Reporting, Outlook, Financial Accounting, Account Reconciliation, Internal Controls, Hedge Funds, Mutual Funds, General Ledger
Education
University of Hartford 2012 — 2014
Master of Science (M.S.), Accounting, 3.78
Quinnipiac University 2011 — 2012
MBA, Accounting
Bryant University 2007 — 2011
Bachelor of Science, Accounting
Wethersfield High School 2003 — 2007
High School Diploma, General Studies
The Hartford June 2015 - Present
Access Health CT June 2014 - June 2015
SS&C GlobeOp June 2011 - June 2014
Crossroads Rhode Island January 2011 - May 2011
Ernst & Young June 2009 - August 2009
TRUMPF North America June 2008 - August 2008
Music and Arts Center July 2005 - August 2007
Skills
Accounting, Microsoft Excel, PowerPoint, Financial Analysis, Fund Accounting, Microsoft Office, Microsoft Word, Access, Financial Reporting, Outlook, Financial Accounting, Account Reconciliation, Internal Controls, Hedge Funds, Mutual Funds, General Ledger
Education
University of Hartford 2012 — 2014
Master of Science (M.S.), Accounting, 3.78
Quinnipiac University 2011 — 2012
MBA, Accounting
Bryant University 2007 — 2011
Bachelor of Science, Accounting
Wethersfield High School 2003 — 2007
High School Diploma, General Studies
Rachel Merluza Rachel Merluza's SS&C GlobeOp Experience May 2013 - Present
Job Associate Manager at SS&C GlobeOp
Industry Financial Services
Experience
SS&C GlobeOp May 2013 - Present
International Fund Services (NA) LLC, A State Street Company February 2013 - May 2013
HSBC September 2011 - October 2012
HSBC May 2010 - September 2011
HSBC January 2008 - April 2010
HSBC November 2005 - January 2008
Skills
Fund Administration, Fund Of Funds, Hedge Funds, Fund Accounting, Bloomberg, Mutual Funds, Alternative Investments, AML, Valuation, Securities, Financial Services, Portfolio Management, Accounting, Account Reconciliation
Education
Concordia College 2001 — 2005
Bachelor of Arts (B.A.), Business/Spanish/Economics
Park Senior High School 1997 — 2001
High School Diploma
SS&C GlobeOp May 2013 - Present
International Fund Services (NA) LLC, A State Street Company February 2013 - May 2013
HSBC September 2011 - October 2012
HSBC May 2010 - September 2011
HSBC January 2008 - April 2010
HSBC November 2005 - January 2008
Skills
Fund Administration, Fund Of Funds, Hedge Funds, Fund Accounting, Bloomberg, Mutual Funds, Alternative Investments, AML, Valuation, Securities, Financial Services, Portfolio Management, Accounting, Account Reconciliation
Education
Concordia College 2001 — 2005
Bachelor of Arts (B.A.), Business/Spanish/Economics
Park Senior High School 1997 — 2001
High School Diploma
Antonio LaMota Antonio LaMota's SS&C GlobeOp Experience April 2010 - July 2013
Job Alternative Investment Operations, Assistant Vice President at First Eagle Investment Management
Industry Financial Services
Experience
First Eagle Investment Management July 2013 - Present
SS&C GlobeOp April 2010 - July 2013
Deutsche Bank October 2006 - April 2010
Credit Suisse September 2005 - October 2006
Skills
Fixed Income, Middle Office, Hedge Funds, Derivatives, Swaps, Equities, Prime Brokerage, Investment Banking
Education
Fordham University 2001 — 2005
Bachelor of Science (BS), Majored in Finance and Business Management and minored in Economics
Saint Francis Preparatory High School 1997 — 2001
First Eagle Investment Management July 2013 - Present
SS&C GlobeOp April 2010 - July 2013
Deutsche Bank October 2006 - April 2010
Credit Suisse September 2005 - October 2006
Skills
Fixed Income, Middle Office, Hedge Funds, Derivatives, Swaps, Equities, Prime Brokerage, Investment Banking
Education
Fordham University 2001 — 2005
Bachelor of Science (BS), Majored in Finance and Business Management and minored in Economics
Saint Francis Preparatory High School 1997 — 2001
Jonathan Sinaw Jonathan Sinaw's SS&C GlobeOp Experience January 2013 - May 2013
Job Audit Staff | WeiserMazars LLP
Industry Accounting
Experience
WeiserMazars LLP December 2013 - Present
Touro College May 2013 - August 2013
SS&C GlobeOp January 2013 - May 2013
IRS VITA January 2013 - April 2013
Entertainment Partners January 2008 - October 2011
Skills
Accounting, Financial Reporting, General Ledger, Microsoft Word, Financial Analysis, Corporate Finance, Financial Accounting, Internal Controls, Microsoft Excel, Auditing, Tax
Education
City University of New York-Baruch College - Zicklin School of Business
Master of Business Administration (MBA), Accounting
Penn State University
Bachelor's degree
WeiserMazars LLP December 2013 - Present
Touro College May 2013 - August 2013
SS&C GlobeOp January 2013 - May 2013
IRS VITA January 2013 - April 2013
Entertainment Partners January 2008 - October 2011
Skills
Accounting, Financial Reporting, General Ledger, Microsoft Word, Financial Analysis, Corporate Finance, Financial Accounting, Internal Controls, Microsoft Excel, Auditing, Tax
Education
City University of New York-Baruch College - Zicklin School of Business
Master of Business Administration (MBA), Accounting
Penn State University
Bachelor's degree
Jessica Menardy Jessica Menardy's SS&C GlobeOp Experience December 2012 - June 2013
Job Experienced Associate at PwC
Industry Accounting
Experience
PwC February 2015 - Present
Conifer Financial Services June 2013 - February 2015
SS&C GlobeOp December 2012 - June 2013
KPMG January 2012 - October 2012
Skills
Accounting, Financial Analysis, Microsoft Excel, Financial Statements, Financial Accounting, Tax, Account Reconciliation, PowerPoint, Income Tax, Financial Reporting, Tax Preparation, Analysis, Budgets, Access, CPA
Education
LIU Brooklyn 2009 — 2011
Master's of Science, Accounting
City University of New York-John Jay College of Criminal Justice 2005 — 2008
BA, Forensic Psy
PwC February 2015 - Present
Conifer Financial Services June 2013 - February 2015
SS&C GlobeOp December 2012 - June 2013
KPMG January 2012 - October 2012
Skills
Accounting, Financial Analysis, Microsoft Excel, Financial Statements, Financial Accounting, Tax, Account Reconciliation, PowerPoint, Income Tax, Financial Reporting, Tax Preparation, Analysis, Budgets, Access, CPA
Education
LIU Brooklyn 2009 — 2011
Master's of Science, Accounting
City University of New York-John Jay College of Criminal Justice 2005 — 2008
BA, Forensic Psy
Chris Chagnon's SS&C GlobeOp Experience February 2013 - June 2014
Job Consultant at SS&C Technologies
Industry Computer Software
Experience
SS&C Technologies July 2014 - Present
Rj's Spirit Shop June 2010 - December 2014
SS&C GlobeOp February 2013 - June 2014
SS&C Technologies January 2011 - February 2013
Skills
Business Analysis, CRM, Product Management, Financial Services, Equities, Fixed Income, Analysis, Business Intelligence, SQL, Derivatives, Data Analysis, Salesforce.com, Auditing, Microsoft Office, Microsoft Excel, Banking, Finance, PowerPoint, Access, Financial Accounting, Financial Analysis
Education
Central Connecticut State University 2006 — 2010
BA, Economics, Marketing
SUNY Stony Brook 2005 — 2006
SS&C Technologies July 2014 - Present
Rj's Spirit Shop June 2010 - December 2014
SS&C GlobeOp February 2013 - June 2014
SS&C Technologies January 2011 - February 2013
Skills
Business Analysis, CRM, Product Management, Financial Services, Equities, Fixed Income, Analysis, Business Intelligence, SQL, Derivatives, Data Analysis, Salesforce.com, Auditing, Microsoft Office, Microsoft Excel, Banking, Finance, PowerPoint, Access, Financial Accounting, Financial Analysis
Education
Central Connecticut State University 2006 — 2010
BA, Economics, Marketing
SUNY Stony Brook 2005 — 2006
Robert Borukhov, CPA Robert Borukhov, CPA's SS&C GlobeOp Experience 2004 - 2014
Job Director of Accounting & Finance
Industry Financial Services
Experience
Highland Capital Group, LLC July 2014 - July 2015
SS&C GlobeOp 2004 - 2014
Deloitte & Touche LLP 2001 - 2004
Skills
Hedge Funds, Alternative Investments, Advent, Product Control, Process Improvement, Fund Accounting, Fixed Income, Fund Administration, Financial Reporting, Partnership Accounting, Equities, Derivatives, Due Diligence, Financial Statements, Valuation, Investments, Options, FX Options, Middle Office, Auditing, Fund Of Funds, Accounting, CDS, IRS problem resolution, Income Tax, Bloomberg, Funding, Securities, Capital Markets
Education
Hofstra University 1997 — 2001
Bachelor of Science, Cum Laude, Accounting
Highland Capital Group, LLC July 2014 - July 2015
SS&C GlobeOp 2004 - 2014
Deloitte & Touche LLP 2001 - 2004
Skills
Hedge Funds, Alternative Investments, Advent, Product Control, Process Improvement, Fund Accounting, Fixed Income, Fund Administration, Financial Reporting, Partnership Accounting, Equities, Derivatives, Due Diligence, Financial Statements, Valuation, Investments, Options, FX Options, Middle Office, Auditing, Fund Of Funds, Accounting, CDS, IRS problem resolution, Income Tax, Bloomberg, Funding, Securities, Capital Markets
Education
Hofstra University 1997 — 2001
Bachelor of Science, Cum Laude, Accounting
Ambika Munjal Ambika Munjal's SS&C GlobeOp Experience January 2001 - Present
Job Mobile App Developer/ Unix Server Developer at SS&C GlobeOp
Industry Computer Software
Experience
SS&C Technologies, Inc. February 2001 - Present
SS&C GlobeOp January 2001 - Present
National Institute of Information Technology January 1997 - May 2000
Skills
C++, Java, Oracle, TimesTen, Red Hat Linux, Unix Shell Scripting, unix, Sybase, Server Architecture, Certified Microsoft..., TCP/IP, FIX PROTOCOL, Programming, Linux, Java Enterprise Edition, Requirements Analysis, Multithreading, Order Management, SDLC, Unix, Business Analysis, SQL, Software Development, Microsoft SQL Server, Agile Methodologies, Shell Scripting
Education
National Institute of Information Technology 1995 — 1997
Information Technology Diploma, Computer Science
Kurukshetra University 1991 — 1993
Masters
SS&C Technologies, Inc. February 2001 - Present
SS&C GlobeOp January 2001 - Present
National Institute of Information Technology January 1997 - May 2000
Skills
C++, Java, Oracle, TimesTen, Red Hat Linux, Unix Shell Scripting, unix, Sybase, Server Architecture, Certified Microsoft..., TCP/IP, FIX PROTOCOL, Programming, Linux, Java Enterprise Edition, Requirements Analysis, Multithreading, Order Management, SDLC, Unix, Business Analysis, SQL, Software Development, Microsoft SQL Server, Agile Methodologies, Shell Scripting
Education
National Institute of Information Technology 1995 — 1997
Information Technology Diploma, Computer Science
Kurukshetra University 1991 — 1993
Masters
Michaela Miro Michaela Miro's SS&C GlobeOp Experience June 2012 - August 2012
Job Analyst at HSBC Global Asset Management
Industry Financial Services
Experience
HSBC Global Asset Management September 2015 - Present
HSBC Global Asset Management March 2015 - September 2015
HSBC Global Asset Management July 2014 - March 2015
Cantor Fitzgerald August 2013 - October 2013
MyGradPad June 2013 - July 2013
SS&C GlobeOp June 2012 - August 2012
Somerset Hills Country Club May 2011 - August 2011
Skills
Microsoft Word, PowerPoint development, Microsoft Excel, POS, Event Management, Management, Time Management, PowerPoint, Customer Service, Research, Facebook, Microsoft Office, Social Media, Teamwork, Photoshop, SPSS, Social Networking, Public Speaking, Sales, Spanish, Economics, OS X, Editing, Event Planning, Financial Modeling, Analysis, Data Analysis
Education
Colgate University 2010 — 2014
Bachelor of Arts and Science, International Relations
University of Seville 2012 — 2012
HSBC Global Asset Management September 2015 - Present
HSBC Global Asset Management March 2015 - September 2015
HSBC Global Asset Management July 2014 - March 2015
Cantor Fitzgerald August 2013 - October 2013
MyGradPad June 2013 - July 2013
SS&C GlobeOp June 2012 - August 2012
Somerset Hills Country Club May 2011 - August 2011
Skills
Microsoft Word, PowerPoint development, Microsoft Excel, POS, Event Management, Management, Time Management, PowerPoint, Customer Service, Research, Facebook, Microsoft Office, Social Media, Teamwork, Photoshop, SPSS, Social Networking, Public Speaking, Sales, Spanish, Economics, OS X, Editing, Event Planning, Financial Modeling, Analysis, Data Analysis
Education
Colgate University 2010 — 2014
Bachelor of Arts and Science, International Relations
University of Seville 2012 — 2012
Stephanie Sanchez-Dermott Stephanie Sanchez-Dermott's SS&C GlobeOp Experience February 2014 - Present
Job Regulatory Solutions Group Associate
Industry Financial Services
Experience
SS&C GlobeOp February 2014 - Present
SS&C GlobeOp February 2011 - February 2014
ESIS February 2006 - February 2009
ACE Group June 2001 - February 2006
The A Consulting Team 1997 - 2000
CGI 1995 - 1997
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Access, Project Management, Marketing, Customer Service, Event Management, Event Planning, Research
Education
City University of New York-Hunter College 2007 — 2011
Masters, Education
SS&C GlobeOp February 2014 - Present
SS&C GlobeOp February 2011 - February 2014
ESIS February 2006 - February 2009
ACE Group June 2001 - February 2006
The A Consulting Team 1997 - 2000
CGI 1995 - 1997
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Access, Project Management, Marketing, Customer Service, Event Management, Event Planning, Research
Education
City University of New York-Hunter College 2007 — 2011
Masters, Education
Bo Lake Bo Lake's SS&C GlobeOp Experience July 2015 - Present
Job Director at SS&C GlobeOp
Industry Financial Services
Experience
SS&C GlobeOp July 2015 - Present
Savoya November 2014 - June 2015
Matador Capital Management August 2011 - November 2014
CPMG Inc. May 2009 - August 2011
HBK Capital Management June 2005 - February 2009
Blockbuster 2004 - 2005
Skills
Valuation, Finance, Cash Management, Financial Risk, Equities, Accounting, Hedge Funds, Treasury, Portfolio Management, Bloomberg, FX Options, Alternative Investments, Management, Fixed Income, Investor Relations, Analysis, Investments, Derivatives, Asset Management
Education
Georgia State University
BBA, Finance
SS&C GlobeOp July 2015 - Present
Savoya November 2014 - June 2015
Matador Capital Management August 2011 - November 2014
CPMG Inc. May 2009 - August 2011
HBK Capital Management June 2005 - February 2009
Blockbuster 2004 - 2005
Skills
Valuation, Finance, Cash Management, Financial Risk, Equities, Accounting, Hedge Funds, Treasury, Portfolio Management, Bloomberg, FX Options, Alternative Investments, Management, Fixed Income, Investor Relations, Analysis, Investments, Derivatives, Asset Management
Education
Georgia State University
BBA, Finance
Brian Popek Brian Popek's SS&C GlobeOp Experience July 2015 - Present
Job Senior Accountant at SS&C GlobeOp
Industry Financial Services
Experience
SS&C GlobeOp July 2015 - Present
Hedge Fund April 2013 - July 2015
Private Client Resources, LLC July 2012 - April 2013
Society Hill Partners LLC January 2011 - February 2012
Group One Trading, LP June 2008 - August 2010
Kuehne + Nagel May 2007 - June 2007
Merrill Lynch Investment Managers June 2006 - August 2006
Taylor Investment Advisors, LP July 2005 - August 2005
Skills
Market Making, Electronic Trading, Volatility, Equity Derivatives, Options, Options Strategies, Proprietary Trading, Traders, Equity Trading, Derivatives, Bloomberg, Equities, Hedge Funds, Trading Systems, Hedging, Trading, Portfolio Management, Valuation, Arbitrage, Trading Strategies, Fixed Income
Education
Lehigh University 2004 — 2008
BS, Finance
Loomis Chaffee 2000 — 2004
SS&C GlobeOp July 2015 - Present
Hedge Fund April 2013 - July 2015
Private Client Resources, LLC July 2012 - April 2013
Society Hill Partners LLC January 2011 - February 2012
Group One Trading, LP June 2008 - August 2010
Kuehne + Nagel May 2007 - June 2007
Merrill Lynch Investment Managers June 2006 - August 2006
Taylor Investment Advisors, LP July 2005 - August 2005
Skills
Market Making, Electronic Trading, Volatility, Equity Derivatives, Options, Options Strategies, Proprietary Trading, Traders, Equity Trading, Derivatives, Bloomberg, Equities, Hedge Funds, Trading Systems, Hedging, Trading, Portfolio Management, Valuation, Arbitrage, Trading Strategies, Fixed Income
Education
Lehigh University 2004 — 2008
BS, Finance
Loomis Chaffee 2000 — 2004
Peggy Rodriguez's SS&C GlobeOp Experience August 2005 - June 2008
Job Reconciliations Manager at JPMorgan Chase
Industry Financial Services
Experience
J.P. Morgan June 2008 - Present
SS&C GlobeOp August 2005 - June 2008
Credit Suisse September 2003 - August 2005
Credit Lyonnais Securities May 2000 - September 2003
J.P. Morgan November 1998 - May 2000
Skills
Investment Banking, Bloomberg, Mutual Funds, Hedge Funds, Asset Management, Credit, Valuation, Prime Brokerage, Fixed Income, Derivatives, Equities, Loan Servicing, Middle Office, Back Office, Structured Products, Equity Derivatives, Geneva, Markit Serv Port Rec, Microsoft Office, Securities, Financial Services, Onboarding, Cash and Asset...
Education
Borough of Manhattan Community College
Fiorello H Laguardia Performing Arts
Dance
J.P. Morgan June 2008 - Present
SS&C GlobeOp August 2005 - June 2008
Credit Suisse September 2003 - August 2005
Credit Lyonnais Securities May 2000 - September 2003
J.P. Morgan November 1998 - May 2000
Skills
Investment Banking, Bloomberg, Mutual Funds, Hedge Funds, Asset Management, Credit, Valuation, Prime Brokerage, Fixed Income, Derivatives, Equities, Loan Servicing, Middle Office, Back Office, Structured Products, Equity Derivatives, Geneva, Markit Serv Port Rec, Microsoft Office, Securities, Financial Services, Onboarding, Cash and Asset...
Education
Borough of Manhattan Community College
Fiorello H Laguardia Performing Arts
Dance
Bryant Cornelius's SS&C GlobeOp Experience September 2014 - January 2015
Job CPA Candidate
Industry Financial Services
Experience
Stoll & Graber CPAs LLC December 2014 - April 2015
SS&C GlobeOp September 2014 - January 2015
David L. Rice Library January 2012 - May 2014
Northwestern Mutual December 2013 - April 2014
Traylor Fertilizer Service June 2009 - August 2012
Skills
Accounting, Finance, Microsoft Office, Teamwork, Managerial Finance, Financial Analysis, Account Reconciliation, Entrepreneurship, Income Tax, QuickBooks, Financial Reporting, Financial Planning, Financial Accounting, Payroll Taxes
Education
University of Southern Indiana 2011 — 2014
Bachelor of Science, Accounting & Finance Degrees, 3.4 Cumulative GPA
Indiana University Bloomington 2009 — 2010
Stoll & Graber CPAs LLC December 2014 - April 2015
SS&C GlobeOp September 2014 - January 2015
David L. Rice Library January 2012 - May 2014
Northwestern Mutual December 2013 - April 2014
Traylor Fertilizer Service June 2009 - August 2012
Skills
Accounting, Finance, Microsoft Office, Teamwork, Managerial Finance, Financial Analysis, Account Reconciliation, Entrepreneurship, Income Tax, QuickBooks, Financial Reporting, Financial Planning, Financial Accounting, Payroll Taxes
Education
University of Southern Indiana 2011 — 2014
Bachelor of Science, Accounting & Finance Degrees, 3.4 Cumulative GPA
Indiana University Bloomington 2009 — 2010
Dave Holness - MBA Dave Holness - MBA's SS&C GlobeOp Experience December 2010 - Present
Job Associate Hedge Fund Administration at SS&C GlobeOp
Industry Financial Services
Experience
CareCentrix April 2015 - Present
SS&C GlobeOp December 2010 - Present
CareCentrix November 2009 - December 2010
Dollar Thrifty Automotive Group June 1994 - November 2009
UnitedHealthcare November 2007 - September 2009
FedEx Ground June 2007 - September 2007
FedEx Ground July 2005 - June 2007
FedEx Ground November 2004 - July 2005
Skills
Management, Customer Service, Employee Training, Human Resources, Operations Management, Process Improvement, Program Management, Software Documentation, Training, Insurance, Analysis, Employee Relations, Leadership, Team Leadership, Team Building
Education
Albertus Magnus College 2010 — 2012
Master of Business Administration (MBA), MBA, Honors 3.93 GPA
Capital Community College 2009 — 2009
Certificate, Project Management
The University of Connecticut 1998 — 2003
Bachelor of Arts (B.A.), Industrial and Organizational Psychology
CareCentrix April 2015 - Present
SS&C GlobeOp December 2010 - Present
CareCentrix November 2009 - December 2010
Dollar Thrifty Automotive Group June 1994 - November 2009
UnitedHealthcare November 2007 - September 2009
FedEx Ground June 2007 - September 2007
FedEx Ground July 2005 - June 2007
FedEx Ground November 2004 - July 2005
Skills
Management, Customer Service, Employee Training, Human Resources, Operations Management, Process Improvement, Program Management, Software Documentation, Training, Insurance, Analysis, Employee Relations, Leadership, Team Leadership, Team Building
Education
Albertus Magnus College 2010 — 2012
Master of Business Administration (MBA), MBA, Honors 3.93 GPA
Capital Community College 2009 — 2009
Certificate, Project Management
The University of Connecticut 1998 — 2003
Bachelor of Arts (B.A.), Industrial and Organizational Psychology
Divya Ginjupalli Divya Ginjupalli's SS&C GlobeOp Experience January 2012 - May 2012
Job Graduate Student at University of Florida , looking for Internship as Software Developer
Industry Computer Software
Experience
SS&C GlobeOp January 2012 - May 2012
United Online July 2008 - November 2011
Broadcom July 2007 - December 2007
Skills
Core Java, Java Enterprise Edition, Perl Script, C++, Oracle Applications, Object Oriented Design, Scala, Unix
Education
University of Florida 2012 — 2014
Master's degree, Computer Engineering, 4.0 / 4.0
BITS Pilani 2003 — 2008
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering
SS&C GlobeOp January 2012 - May 2012
United Online July 2008 - November 2011
Broadcom July 2007 - December 2007
Skills
Core Java, Java Enterprise Edition, Perl Script, C++, Oracle Applications, Object Oriented Design, Scala, Unix
Education
University of Florida 2012 — 2014
Master's degree, Computer Engineering, 4.0 / 4.0
BITS Pilani 2003 — 2008
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering
Daniel Hixon II's SS&C GlobeOp Experience May 2013 - June 2014
Job Senior Portfolio Analyst at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management September 2015 - Present
BNY Mellon Wealth Management August 2014 - September 2015
SS&C GlobeOp May 2013 - June 2014
Hedgemetrix LLC July 2012 - May 2013
Eternal Threads January 2008 - December 2010
Family Legacy Ministries May 2007 - August 2008
Brady & Cole May 2007 - August 2007
Skills
Financial Analysis, Leadership, Portfolio Management, Investments, Business Development, Financial Accounting, Finance, Accounting, Strategic Planning, New Business Development, Risk Management, Customer Service, Public Speaking, Microsoft Excel, Management, Cuddling
Education
Abilene Christian University 2008 — 2012
Bachelor of Business Administration (BBA), Accounting and Finance
BNY Mellon Wealth Management September 2015 - Present
BNY Mellon Wealth Management August 2014 - September 2015
SS&C GlobeOp May 2013 - June 2014
Hedgemetrix LLC July 2012 - May 2013
Eternal Threads January 2008 - December 2010
Family Legacy Ministries May 2007 - August 2008
Brady & Cole May 2007 - August 2007
Skills
Financial Analysis, Leadership, Portfolio Management, Investments, Business Development, Financial Accounting, Finance, Accounting, Strategic Planning, New Business Development, Risk Management, Customer Service, Public Speaking, Microsoft Excel, Management, Cuddling
Education
Abilene Christian University 2008 — 2012
Bachelor of Business Administration (BBA), Accounting and Finance
Lorie Cheng Lorie Cheng's SS&C GlobeOp Experience August 2013 - September 2014
Job Controller, Alternative Funds
Industry Investment Management
Experience
DoubleLine Group LP October 2014 - Present
SS&C GlobeOp August 2013 - September 2014
Ares Management August 2012 - August 2013
Ares Management February 2010 - July 2012
Bank of New York Mellon September 2007 - January 2010
Skills
Fund Accounting, Data Analysis, advent Geneva, Accounting, Account Reconciliation, Finance, Valuation, Accounts Payable, Accounts Receivable, Asset Management, Portfolio Management, Alternative Investments, Investments, Mutual Funds, Securities, Financial Statements, Accruals, Financial Analysis, Bank Reconciliation, Fixed Income, Payroll, Financial Reporting, Journal Entries, Microsoft Excel, Hedge Funds, Credit, Derivatives, Internal Audit, Equities, Loans, Auditing, Bonds, Corporate Finance, Financial Services, Cash Management, General Ledger, Private Equity, Risk Management, QuickBooks, Investment Management, Investment Banking, Business Analysis, Capital Markets, Analysis, Financial Modeling, Variance Analysis, Cash Flow Forecasting, Management, Internal Controls
Education
California State University-Los Angeles 2001 — 2003
Master of Science (M.S.), Accounting
California State University-Los Angeles
Bachelor of Science (B.S.), Computer Information Systems
DoubleLine Group LP October 2014 - Present
SS&C GlobeOp August 2013 - September 2014
Ares Management August 2012 - August 2013
Ares Management February 2010 - July 2012
Bank of New York Mellon September 2007 - January 2010
Skills
Fund Accounting, Data Analysis, advent Geneva, Accounting, Account Reconciliation, Finance, Valuation, Accounts Payable, Accounts Receivable, Asset Management, Portfolio Management, Alternative Investments, Investments, Mutual Funds, Securities, Financial Statements, Accruals, Financial Analysis, Bank Reconciliation, Fixed Income, Payroll, Financial Reporting, Journal Entries, Microsoft Excel, Hedge Funds, Credit, Derivatives, Internal Audit, Equities, Loans, Auditing, Bonds, Corporate Finance, Financial Services, Cash Management, General Ledger, Private Equity, Risk Management, QuickBooks, Investment Management, Investment Banking, Business Analysis, Capital Markets, Analysis, Financial Modeling, Variance Analysis, Cash Flow Forecasting, Management, Internal Controls
Education
California State University-Los Angeles 2001 — 2003
Master of Science (M.S.), Accounting
California State University-Los Angeles
Bachelor of Science (B.S.), Computer Information Systems
Jacqueline Vincent's SS&C GlobeOp Experience May 2014 - Present
Job Business Development Associate at SS&C GlobeOp
Industry Public Relations and Communications
Experience
SS&C GlobeOp May 2014 - Present
CommCore Consulting Group February 2013 - April 2014
Magellan Jets October 2010 - September 2012
Elevate Communications March 2010 - October 2010
Boston College Law School October 2009 - March 2010
Fortis Investments June 2008 - August 2008
Stroock & Stroock & Lavan LLP June 2007 - August 2007
Stroock & Stroock & Lavan LLP June 2006 - August 2006
Skills
Editorial, Publications, Social Networking, Digital Media, New Media, Wordpress, Publishing, Copy Editing, Newsletters, Creative Direction, Copywriting, Feature Articles, Fashion, Digital Photography, Journalism, Ap Style, Mac, Cision, Web Content, Corporate Communications, Creative Writing
Education
Boston College 2005 — 2009
Sacred Heart Academy 2001 — 2005
High School
SS&C GlobeOp May 2014 - Present
CommCore Consulting Group February 2013 - April 2014
Magellan Jets October 2010 - September 2012
Elevate Communications March 2010 - October 2010
Boston College Law School October 2009 - March 2010
Fortis Investments June 2008 - August 2008
Stroock & Stroock & Lavan LLP June 2007 - August 2007
Stroock & Stroock & Lavan LLP June 2006 - August 2006
Skills
Editorial, Publications, Social Networking, Digital Media, New Media, Wordpress, Publishing, Copy Editing, Newsletters, Creative Direction, Copywriting, Feature Articles, Fashion, Digital Photography, Journalism, Ap Style, Mac, Cision, Web Content, Corporate Communications, Creative Writing
Education
Boston College 2005 — 2009
Sacred Heart Academy 2001 — 2005
High School
Scott Bergen Scott Bergen's SS&C GlobeOp Experience January 2012 - Present
Job Fund Accountant @ SS&C GlobeOp
Industry Financial Services
Experience
SS&C GlobeOp January 2012 - Present
Kelly Services December 2011 - February 2012
Windstream Communications - Kentucky Data Link Inc December 2005 - April 2011
Atlantic Wholesalers Ltd - Loblaws Companies Ltd January 2003 - May 2005
Atlantic Wholesalers Ltd - Loblaws Companies Ltd July 2001 - December 2002
National Grocers Co Ltd - Loblaws Companies Ltd October 1998 - June 2001
National Grocers Co Ltd - Lobaws Companies Ltd January 1997 - September 1998
National Grocers Co Ltd - Loblaws Companies Ltd February 1995 - December 1996
Skills
Accounting, Inventory Management, Administration, Telecommunications, Budgets, Forecasting, Financial Statements, Auditing, Software Documentation, Customer Service, Data Conversion, Accounts Payable, Accounts Receivable, Business Analysis, Data Analysis, Financial Analysis, Financial Reporting, Time Management, Project Planning, Training, General Ledger, Team Building, Management, Change Management, System Administration, Account Management, Bookkeeping, Business Process..., Cost Accounting, Crystal Reports, Databases, Finance, Financial Modeling, Integration, Invoicing, Employee Benefits, Microsoft Word, PeopleSoft, PowerPoint, Variance Analysis, Pricing, Team Leadership, Outlook
Education
Concordia University 1984 — 1987
Bachelor of Commerce, Accounting
Nova Scotia Community College 2000 — 2001
Certificate of Accomplishment, Web Page Design
SS&C GlobeOp January 2012 - Present
Kelly Services December 2011 - February 2012
Windstream Communications - Kentucky Data Link Inc December 2005 - April 2011
Atlantic Wholesalers Ltd - Loblaws Companies Ltd January 2003 - May 2005
Atlantic Wholesalers Ltd - Loblaws Companies Ltd July 2001 - December 2002
National Grocers Co Ltd - Loblaws Companies Ltd October 1998 - June 2001
National Grocers Co Ltd - Lobaws Companies Ltd January 1997 - September 1998
National Grocers Co Ltd - Loblaws Companies Ltd February 1995 - December 1996
Skills
Accounting, Inventory Management, Administration, Telecommunications, Budgets, Forecasting, Financial Statements, Auditing, Software Documentation, Customer Service, Data Conversion, Accounts Payable, Accounts Receivable, Business Analysis, Data Analysis, Financial Analysis, Financial Reporting, Time Management, Project Planning, Training, General Ledger, Team Building, Management, Change Management, System Administration, Account Management, Bookkeeping, Business Process..., Cost Accounting, Crystal Reports, Databases, Finance, Financial Modeling, Integration, Invoicing, Employee Benefits, Microsoft Word, PeopleSoft, PowerPoint, Variance Analysis, Pricing, Team Leadership, Outlook
Education
Concordia University 1984 — 1987
Bachelor of Commerce, Accounting
Nova Scotia Community College 2000 — 2001
Certificate of Accomplishment, Web Page Design
Michael J Formas Michael J Formas's SS&C GlobeOp Experience 2011 - 2015
Job Account Manager at Stone Coast Fund Services
Industry Financial Services
Experience
Stone Coast Fund Services 2015 - Present
SS&C GlobeOp 2011 - 2015
JPMorgan Chase 2007 - 2011
State Street 2006 - 2007
BISYS HEDGE FUND SERVICES 2005 - 2006
The Turbon Group 2002 - 2004
Education
Gustavus Adolphus College 1999 — 2002
Bachelor of Arts
Lake Forest College 1998 — 1999
Burgundy School of Business
Stone Coast Fund Services 2015 - Present
SS&C GlobeOp 2011 - 2015
JPMorgan Chase 2007 - 2011
State Street 2006 - 2007
BISYS HEDGE FUND SERVICES 2005 - 2006
The Turbon Group 2002 - 2004
Education
Gustavus Adolphus College 1999 — 2002
Bachelor of Arts
Lake Forest College 1998 — 1999
Burgundy School of Business
Payal Vaidya Payal Vaidya's SS&C GlobeOp Experience April 2006 - July 2006
Job Member of Technical Staff QA Engineer 3 at NetApp
Industry Computer Software
Experience
NetApp March 2013 - Present
Music while Cooking September 2009 - Present
Notify Technology Corporation January 2012 - March 2013
Symantec February 2011 - August 2011
Yahoo! May 2009 - November 2010
Cisco Systems June 2008 - August 2008
Cisco Systems August 2007 - November 2007
Movius Interactive Corporation July 2007 - August 2007
SS&C GlobeOp April 2006 - July 2006
Skills
Test Automation, Agile Methodologies, Selenium, Test Planning, Linux, Test Cases, Bugzilla, Perl, System Testing, Mobile Applications, Microsoft SQL Server, SQL Express, SQL Server Management..., Test Management, Test Case Generation, Manual Testing, Test Processes, C++ Language, Team Leadership, RIA, Mobile Device Management, System Administration, Windows Server, C Language, Test Process Development, Agile Methodolgy, Cross-functional Team..., Tortoise SVN, Smart SVN, Perforce, VMware, E-Track, Technical Documentation, Product Design, Windows UI Automation, Microsoft Visual Studio, C #, VMware Infrastructure..., User Stories, VMware ESX, VMware Workstation, VMware Server, VMware Player, NetApp Filers, Storage Management, ALM, Systemic Stress Testing, ksh, Bash Scripting, ALM Reporting
Education
San Jose State University 2006 — 2008
Master of Science, Computer Engineering
Vidyalankar Institute Of Technology 2001 — 2005
Bachelor of Engineering, Computers
NetApp March 2013 - Present
Music while Cooking September 2009 - Present
Notify Technology Corporation January 2012 - March 2013
Symantec February 2011 - August 2011
Yahoo! May 2009 - November 2010
Cisco Systems June 2008 - August 2008
Cisco Systems August 2007 - November 2007
Movius Interactive Corporation July 2007 - August 2007
SS&C GlobeOp April 2006 - July 2006
Skills
Test Automation, Agile Methodologies, Selenium, Test Planning, Linux, Test Cases, Bugzilla, Perl, System Testing, Mobile Applications, Microsoft SQL Server, SQL Express, SQL Server Management..., Test Management, Test Case Generation, Manual Testing, Test Processes, C++ Language, Team Leadership, RIA, Mobile Device Management, System Administration, Windows Server, C Language, Test Process Development, Agile Methodolgy, Cross-functional Team..., Tortoise SVN, Smart SVN, Perforce, VMware, E-Track, Technical Documentation, Product Design, Windows UI Automation, Microsoft Visual Studio, C #, VMware Infrastructure..., User Stories, VMware ESX, VMware Workstation, VMware Server, VMware Player, NetApp Filers, Storage Management, ALM, Systemic Stress Testing, ksh, Bash Scripting, ALM Reporting
Education
San Jose State University 2006 — 2008
Master of Science, Computer Engineering
Vidyalankar Institute Of Technology 2001 — 2005
Bachelor of Engineering, Computers
Simone Slade Simone Slade's SS&C GlobeOp Experience October 2012 - Present
Job Senior Fund Accountant at SS&C GlobeOp
Industry Accounting
Experience
SS&C GlobeOp October 2012 - Present
KPMG October 2009 - September 2012
Education
Howard University 2005 — 2009
B.B.A., Accounting
SS&C GlobeOp October 2012 - Present
KPMG October 2009 - September 2012
Education
Howard University 2005 — 2009
B.B.A., Accounting
Robert Porcelli Robert Porcelli's SS&C GlobeOp Experience November 2013 - Present
Job Senior Accountant at SS&C GlobeOp Private Equity
Industry Accounting
Experience
SS&C GlobeOp November 2013 - Present
Rothstein Kass December 2010 - November 2013
Skills
Accounting, Auditing, Financial Reporting, GAAP, Financial Accounting, CPA, Internal Controls, US GAAP, QuickBooks, Financial Audits, Risk Assessment, External Audit, Financial Statements, Hedge Funds, Microsoft Excel, Financial Analysis, Private Equity, Account Reconciliation, Financial Services
Education
Kean University 2009 — 2010
Master's degree, Accounting
Fairleigh Dickinson University-College at Florham 1999 — 2003
Bachelor of Arts (BA), History and Political Science
SS&C GlobeOp November 2013 - Present
Rothstein Kass December 2010 - November 2013
Skills
Accounting, Auditing, Financial Reporting, GAAP, Financial Accounting, CPA, Internal Controls, US GAAP, QuickBooks, Financial Audits, Risk Assessment, External Audit, Financial Statements, Hedge Funds, Microsoft Excel, Financial Analysis, Private Equity, Account Reconciliation, Financial Services
Education
Kean University 2009 — 2010
Master's degree, Accounting
Fairleigh Dickinson University-College at Florham 1999 — 2003
Bachelor of Arts (BA), History and Political Science
Kris McGahey Kris McGahey's SS&C GlobeOp Experience August 2013 - June 2015
Job Investor Relations Manager at Strait Capital Company Ltd
Industry Financial Services
Experience
Strait Capital Company Ltd June 2015 - Present
SS&C GlobeOp August 2013 - June 2015
SS&C GlobeOp January 2010 - August 2013
AEM & Associates, Inc 2000 - 2010
AT&T Capital - Newcourt Financial 1990 - 2000
Skills
Financial Analysis, Microsoft Excel, Financial Reporting, Sales Management, Accounting, Sales, Vendor Management, Customer Service, Forecasting, Management, Leadership, Program Management, Finance, Financial Services, Risk Management
Education
Abilene Christian University 1986 — 1990
BBA, Business Administration
Strait Capital Company Ltd June 2015 - Present
SS&C GlobeOp August 2013 - June 2015
SS&C GlobeOp January 2010 - August 2013
AEM & Associates, Inc 2000 - 2010
AT&T Capital - Newcourt Financial 1990 - 2000
Skills
Financial Analysis, Microsoft Excel, Financial Reporting, Sales Management, Accounting, Sales, Vendor Management, Customer Service, Forecasting, Management, Leadership, Program Management, Finance, Financial Services, Risk Management
Education
Abilene Christian University 1986 — 1990
BBA, Business Administration
Amy (Amy Ramirez) Alemán's SS&C GlobeOp Experience June 2008 - June 2008
Job Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2015 - Present
Prep for Prep December 2013 - Present
J.P. Morgan May 2014 - August 2014
NYC Department of Education September 2010 - April 2014
Bucknell University September 2009 - May 2010
Center for Reproductive Rights June 2009 - August 2009
Baker & Hostetler LLP December 2008 - January 2009
SS&C GlobeOp June 2008 - June 2008
Day Pitney LLP December 2007 - January 2008
Bucknell University 2007 - 2008
Skills
Tutoring, Higher Education, Editing, Qualitative Research, Student Affairs, Curriculum Development, University Teaching, Microsoft Office, Legal Research, Academic Writing, Teaching, PowerPoint, Leadership, Writing, Management, Analysis, Curriculum Design, Customer Service, Admissions, Social Networking, Program Development, Volunteer Management, Facebook, Finance
Education
The New School 2011 — 2021
Philosophy
Bucknell University 2006 — 2010
Bachelor of Arts (BA), Philosophy
Little Red 2002 — 2006
High School Diploma
Manhattan Country School 2000 — 2002
Prep for Prep
XXII
Morgan Stanley March 2015 - Present
Prep for Prep December 2013 - Present
J.P. Morgan May 2014 - August 2014
NYC Department of Education September 2010 - April 2014
Bucknell University September 2009 - May 2010
Center for Reproductive Rights June 2009 - August 2009
Baker & Hostetler LLP December 2008 - January 2009
SS&C GlobeOp June 2008 - June 2008
Day Pitney LLP December 2007 - January 2008
Bucknell University 2007 - 2008
Skills
Tutoring, Higher Education, Editing, Qualitative Research, Student Affairs, Curriculum Development, University Teaching, Microsoft Office, Legal Research, Academic Writing, Teaching, PowerPoint, Leadership, Writing, Management, Analysis, Curriculum Design, Customer Service, Admissions, Social Networking, Program Development, Volunteer Management, Facebook, Finance
Education
The New School 2011 — 2021
Philosophy
Bucknell University 2006 — 2010
Bachelor of Arts (BA), Philosophy
Little Red 2002 — 2006
High School Diploma
Manhattan Country School 2000 — 2002
Prep for Prep
XXII
Chris Przyborowski Chris Przyborowski's SS&C GlobeOp Experience August 2015 - Present
Job Senior Hedge Fund Associate
Industry Financial Services
Experience
SS&C GlobeOp August 2015 - Present
BNY Mellon February 2014 - August 2015
BNY Mellon May 2012 - February 2014
La Salle University January 2011 - May 2012
Lower Merion Township Finance Department May 2011 - August 2011
Aegis Capital June 2010 - August 2010
Skills
Bloomberg, Securities, Financial Analysis, Microsoft Excel, Financial Reporting, Management, Team Leadership, SQL, Financial Modeling, Strategic Leadership, Marketing Communications, Web Design, Value Selling, Software Development, Tax Accounting, Statistical Modeling, Bloomberg Terminal, Microsoft Office, Qualitative Research, Access, Eagle Investment Systems, GTM, GSP, SWIFT messages, HTML, CSS, JavaScript
Education
La Salle University - School of Business Administration 2008 — 2012
Bachelors, Finance
Iona Prep 2004 — 2008
High School Diploma
SS&C GlobeOp August 2015 - Present
BNY Mellon February 2014 - August 2015
BNY Mellon May 2012 - February 2014
La Salle University January 2011 - May 2012
Lower Merion Township Finance Department May 2011 - August 2011
Aegis Capital June 2010 - August 2010
Skills
Bloomberg, Securities, Financial Analysis, Microsoft Excel, Financial Reporting, Management, Team Leadership, SQL, Financial Modeling, Strategic Leadership, Marketing Communications, Web Design, Value Selling, Software Development, Tax Accounting, Statistical Modeling, Bloomberg Terminal, Microsoft Office, Qualitative Research, Access, Eagle Investment Systems, GTM, GSP, SWIFT messages, HTML, CSS, JavaScript
Education
La Salle University - School of Business Administration 2008 — 2012
Bachelors, Finance
Iona Prep 2004 — 2008
High School Diploma
Adam Drago Adam Drago's SS&C GlobeOp Experience September 2015 - Present
Job Alternative Investments Regulatory Solutions Associate
Industry Financial Services
Experience
SS&C GlobeOp September 2015 - Present
State Street October 2014 - Present
Golden Pond Wealth Management January 2014 - May 2014
Colby College September 2012 - September 2013
L' Onvie Inc. May 2011 - September 2013
Colby College Department of Biology January 2013 - February 2013
Groupe de Recherche en Neurobiologie Comportementale, Center for Studies in Behavioral Neurobiology May 2012 - August 2012
Skills
Research, Neuroscience, Financial Modeling, Financial Markets, Economics, Relationship Management, Social Media Marketing, Risk Management, Entrepreneurship, Microsoft Excel, Data Analysis
Education
Colby College 2010 — 2014
Bachelor's degree, Finance and Neuroscience
2015 Level 1 Candidate in the CFA Program
SS&C GlobeOp September 2015 - Present
State Street October 2014 - Present
Golden Pond Wealth Management January 2014 - May 2014
Colby College September 2012 - September 2013
L' Onvie Inc. May 2011 - September 2013
Colby College Department of Biology January 2013 - February 2013
Groupe de Recherche en Neurobiologie Comportementale, Center for Studies in Behavioral Neurobiology May 2012 - August 2012
Skills
Research, Neuroscience, Financial Modeling, Financial Markets, Economics, Relationship Management, Social Media Marketing, Risk Management, Entrepreneurship, Microsoft Excel, Data Analysis
Education
Colby College 2010 — 2014
Bachelor's degree, Finance and Neuroscience
2015 Level 1 Candidate in the CFA Program
Scott Hubiak's SS&C GlobeOp Experience May 2014 - June 2015
Job Director of Operations at HR Solutions, Inc., an OI Global Partner
Industry Staffing and Recruiting
Experience
HR Solutions, Inc., an OI Global Partner June 2015 - Present
SS&C GlobeOp May 2014 - June 2015
Bristol-Myers Squibb January 2014 - May 2014
Bristol-Myers Squibb thru HR Solutions, Inc. July 2012 - January 2014
The Growth Alliance for Greater Evansville (GAGE) September 2010 - July 2012
GAGE The Growth Alliance for Greater Evansville August 2009 - September 2010
Boney Junes Music Venue May 2008 - March 2010
HR Solutions, an OI Partner May 2008 - May 2009
Wright C-Store September 2007 - May 2008
Wright C-Store September 2006 - May 2007
Skills
Event Planning, Operations Management, Microsoft Office, Social Media, Fundraising, Budgets, Non-profits, Public Speaking, Volunteer Management, Microsoft Excel, Public Relations, PowerPoint, Marketing Communications, Training, Workshop Facilitation, Leadership Development, Team Building, Strategic Planning, Outlook, Procurement, Asset Managment, Leadership, Customer Service, Nonprofits, Event Management, Time Management, Marketing, Management
Education
Indiana University Bloomington 2005 — 2008
Bachelor's Degree, Music Business (College of Arts and Sciences), GPA: 3.88/4.0 with High Honors (Achieved in three years)
Reitz Memorial High School, Evansville, IN 2001 — 2005
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
HR Solutions, Inc., an OI Global Partner June 2015 - Present
SS&C GlobeOp May 2014 - June 2015
Bristol-Myers Squibb January 2014 - May 2014
Bristol-Myers Squibb thru HR Solutions, Inc. July 2012 - January 2014
The Growth Alliance for Greater Evansville (GAGE) September 2010 - July 2012
GAGE The Growth Alliance for Greater Evansville August 2009 - September 2010
Boney Junes Music Venue May 2008 - March 2010
HR Solutions, an OI Partner May 2008 - May 2009
Wright C-Store September 2007 - May 2008
Wright C-Store September 2006 - May 2007
Skills
Event Planning, Operations Management, Microsoft Office, Social Media, Fundraising, Budgets, Non-profits, Public Speaking, Volunteer Management, Microsoft Excel, Public Relations, PowerPoint, Marketing Communications, Training, Workshop Facilitation, Leadership Development, Team Building, Strategic Planning, Outlook, Procurement, Asset Managment, Leadership, Customer Service, Nonprofits, Event Management, Time Management, Marketing, Management
Education
Indiana University Bloomington 2005 — 2008
Bachelor's Degree, Music Business (College of Arts and Sciences), GPA: 3.88/4.0 with High Honors (Achieved in three years)
Reitz Memorial High School, Evansville, IN 2001 — 2005
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
Jason Chuon's SS&C GlobeOp Experience May 2015 - Present
Job Assistant Manager at SS&C GlobeOp
Industry Financial Services
Experience
SS&C GlobeOp May 2015 - Present
J.P. Morgan June 2013 - May 2015
J.P. Morgan July 2007 - May 2013
Investors Bank & Trust June 2006 - June 2007
Skills
Investment Operations, Fund Accounting, Fund Administration, Defined Benefit, Defined Contribution, Pension Funds, 401k, Alternative Investments, Private Equity, Mutual Funds, Process Improvement, Bloomberg, Research, Financial Services, Financial Analysis, Securities, Investments, Public Speaking
Education
Boston University 2002 — 2006
B.A., Economics and International Relations
SS&C GlobeOp May 2015 - Present
J.P. Morgan June 2013 - May 2015
J.P. Morgan July 2007 - May 2013
Investors Bank & Trust June 2006 - June 2007
Skills
Investment Operations, Fund Accounting, Fund Administration, Defined Benefit, Defined Contribution, Pension Funds, 401k, Alternative Investments, Private Equity, Mutual Funds, Process Improvement, Bloomberg, Research, Financial Services, Financial Analysis, Securities, Investments, Public Speaking
Education
Boston University 2002 — 2006
B.A., Economics and International Relations
Cara Browne Cara Browne's SS&C GlobeOp Experience January 2015 - Present
Job Manager at SS&C GlobeOp
Industry Financial Services
Experience
SS&C GlobeOp January 2015 - Present
SS&C GlobeOp April 2012 - Present
HSBC Securities July 2011 - April 2012
SS&C Technologies September 2009 - July 2011
Advent International November 2005 - June 2008
Skills
Fund Accounting, Alternative Investments, Mutual Funds, Investor Relations, Private Equity, Hedge Funds, Fixed Income, Equities, Bloomberg, Fund Of Funds, Corporate Actions, Fund Administration, Financial Services
Education
Bryant University 2001 — 2005
BS, Business Administration -Finance
SS&C GlobeOp January 2015 - Present
SS&C GlobeOp April 2012 - Present
HSBC Securities July 2011 - April 2012
SS&C Technologies September 2009 - July 2011
Advent International November 2005 - June 2008
Skills
Fund Accounting, Alternative Investments, Mutual Funds, Investor Relations, Private Equity, Hedge Funds, Fixed Income, Equities, Bloomberg, Fund Of Funds, Corporate Actions, Fund Administration, Financial Services
Education
Bryant University 2001 — 2005
BS, Business Administration -Finance
Eamonn Greaves's SS&C GlobeOp Experience November 2011 - Present
Job Managing Director, Head of Business Development at SS&C GlobeOp N.A.
Industry Financial Services
Experience
SS&C GlobeOp November 2011 - Present
GlobeOp Financial Services July 2001 - November 2011
State Street June 1998 - July 2001
Skills
Hedge Funds, Alternative Investments, Fund Accounting, Equities, Capital Markets, Fixed Income, Sales Management, Operations Management, Mutual Funds, Office Management, Credit Derivatives, Commodity, Private Equity, Venture Capital, BPO, Fund Administration, Middle Office, Business Development, Fund Of Funds, Separately Managed..., UCITS, Securities, Bloomberg, Derivatives, Options, Swaps, Asset Management
Education
Johnson and Wales University 1994 — 1998
Bachelor of Business Administration (BBA), Management
SS&C GlobeOp November 2011 - Present
GlobeOp Financial Services July 2001 - November 2011
State Street June 1998 - July 2001
Skills
Hedge Funds, Alternative Investments, Fund Accounting, Equities, Capital Markets, Fixed Income, Sales Management, Operations Management, Mutual Funds, Office Management, Credit Derivatives, Commodity, Private Equity, Venture Capital, BPO, Fund Administration, Middle Office, Business Development, Fund Of Funds, Separately Managed..., UCITS, Securities, Bloomberg, Derivatives, Options, Swaps, Asset Management
Education
Johnson and Wales University 1994 — 1998
Bachelor of Business Administration (BBA), Management
Kevin Coscarelli Kevin Coscarelli's SS&C GlobeOp Experience September 2014 - Present
Job Business Development at SS&C Technologies
Industry Insurance
Experience
SS&C GlobeOp September 2014 - Present
OneBeacon Professional Insurance October 2010 - August 2014
Skills
Insurance, Professional Liability, Risk Management, Data Analysis, Underwriting
Education
Connecticut College 2006 — 2010
Bachelor of Arts (B.A.), International Relations
SS&C GlobeOp September 2014 - Present
OneBeacon Professional Insurance October 2010 - August 2014
Skills
Insurance, Professional Liability, Risk Management, Data Analysis, Underwriting
Education
Connecticut College 2006 — 2010
Bachelor of Arts (B.A.), International Relations
Robert Regan's SS&C GlobeOp Experience January 2013 - August 2014
Job Client Relations Associate at Financial Investment News
Industry Marketing and Advertising
Experience
Financial Investment News September 2014 - Present
SS&C GlobeOp January 2013 - August 2014
American Marketing Association May 2011 - May 2012
American Marketing Association January 2009 - May 2012
Nick and Patrick's Ride for Hunger December 2011 - March 2012
Kelser Corporation September 2011 - December 2011
Gap Inc. May 2009 - December 2009
Skills
Advertising, Leadership, Social Media, Photoshop, Fundraising, Web Design, Creative Solutions, Management, Teamwork, Event Planning, Facebook, Time Management, Event Management, Interpersonal Skill, Sales, Social Media Marketing, Public Relations, Public Speaking, Self-starter, WordPress, Marketing Communications, Market Research, Presentations, Eye for Details, Salesforce.com, QuickBooks, MailChimp, Canva for Work
Education
Eastern Connecticut State University 2008 — 2012
Bachelor's degree, Communications
Enfield High School 2004 — 2008
Financial Investment News September 2014 - Present
SS&C GlobeOp January 2013 - August 2014
American Marketing Association May 2011 - May 2012
American Marketing Association January 2009 - May 2012
Nick and Patrick's Ride for Hunger December 2011 - March 2012
Kelser Corporation September 2011 - December 2011
Gap Inc. May 2009 - December 2009
Skills
Advertising, Leadership, Social Media, Photoshop, Fundraising, Web Design, Creative Solutions, Management, Teamwork, Event Planning, Facebook, Time Management, Event Management, Interpersonal Skill, Sales, Social Media Marketing, Public Relations, Public Speaking, Self-starter, WordPress, Marketing Communications, Market Research, Presentations, Eye for Details, Salesforce.com, QuickBooks, MailChimp, Canva for Work
Education
Eastern Connecticut State University 2008 — 2012
Bachelor's degree, Communications
Enfield High School 2004 — 2008
Daniel C. Sutton Daniel C. Sutton's SS&C GlobeOp Experience May 2007 - June 2008
Job Owner/Operator DC Sutton Technologies, Inc.
Industry Maritime
Experience
DC Sutton Technologies, Inc, October 1997 - Present
Historic Ships in Baltimore October 2013 - February 2015
Smithsonian Institution March 2012 - October 2013
United States Naval Academy May 2000 - July 2013
Trine University 2010 - 2011
US Census Bureau September 2009 - April 2010
Dayton Lacrosse 2002 - 2009
SS&C GlobeOp May 2007 - June 2008
TE SubCom (Tyco Electronics Subsea Communications LLC) September 1997 - April 2002
Saint Rose High School 2000 - 2002
Skills
Museums, History, Museum Education, Research, Electronics, Fiber Optic Networks, Computer Hardware, Data Center, Telecommunications, Weapons Systems, Technical Writing, Shipyards, Shipbuilding, Navy, Ocean Engineering, Nonprofits, Museum Collections, Sports Coaching, Lacrosse, Football, Leadership, Training, Security, DoD, Analysis, Facilities Management, Historic Preservation, Public Speaking, Teaching, Editing, Event Planning
Education
Wright State University/SUNY Clinton College 2004 — 2006
Bachelor's Degree, Literature and History
Clinton Community College 1993 — 1994
Associate of Arts (A.A.) w/Honours, History/Literature
Central Islip 1976 — 1980
High School, Regents Degree
DC Sutton Technologies, Inc, October 1997 - Present
Historic Ships in Baltimore October 2013 - February 2015
Smithsonian Institution March 2012 - October 2013
United States Naval Academy May 2000 - July 2013
Trine University 2010 - 2011
US Census Bureau September 2009 - April 2010
Dayton Lacrosse 2002 - 2009
SS&C GlobeOp May 2007 - June 2008
TE SubCom (Tyco Electronics Subsea Communications LLC) September 1997 - April 2002
Saint Rose High School 2000 - 2002
Skills
Museums, History, Museum Education, Research, Electronics, Fiber Optic Networks, Computer Hardware, Data Center, Telecommunications, Weapons Systems, Technical Writing, Shipyards, Shipbuilding, Navy, Ocean Engineering, Nonprofits, Museum Collections, Sports Coaching, Lacrosse, Football, Leadership, Training, Security, DoD, Analysis, Facilities Management, Historic Preservation, Public Speaking, Teaching, Editing, Event Planning
Education
Wright State University/SUNY Clinton College 2004 — 2006
Bachelor's Degree, Literature and History
Clinton Community College 1993 — 1994
Associate of Arts (A.A.) w/Honours, History/Literature
Central Islip 1976 — 1980
High School, Regents Degree
Sayali Borole's SS&C GlobeOp Experience October 2010 - November 2011
Job Actively seeking entry level positions in Financial Services industry
Industry Financial Services
Experience
SS&C GlobeOp October 2010 - November 2011
Precision Wires India Limited May 2009 - June 2009
Skills
Financial Modeling, Business Analysis, Financial Analysis, Data Analysis, C, Hedge Funds, Capital Budgeting, Corporate Finance, Investment Analysis, Mergers & Acquisitions, QuickBooks, Financial Risk...
Education
Fairfield University
Certificate Of Advance Study In Finance
Jankidevi Bajaj Institute of Management studies 2008 — 2010
Master of Business Administration (M.B.A.), Finance, General
Rajiv Gandhi Institute Of Technology 2004 — 2008
Bachelor of Engineering (BEng), Electronics and Communications Engineering
Sathaye College 2002 — 2004
HSC, Science
Shailendra Education Society
SSC
SS&C GlobeOp October 2010 - November 2011
Precision Wires India Limited May 2009 - June 2009
Skills
Financial Modeling, Business Analysis, Financial Analysis, Data Analysis, C, Hedge Funds, Capital Budgeting, Corporate Finance, Investment Analysis, Mergers & Acquisitions, QuickBooks, Financial Risk...
Education
Fairfield University
Certificate Of Advance Study In Finance
Jankidevi Bajaj Institute of Management studies 2008 — 2010
Master of Business Administration (M.B.A.), Finance, General
Rajiv Gandhi Institute Of Technology 2004 — 2008
Bachelor of Engineering (BEng), Electronics and Communications Engineering
Sathaye College 2002 — 2004
HSC, Science
Shailendra Education Society
SSC
PHILIP (DAEUN) LEE PHILIP (DAEUN) LEE's SS&C GlobeOp Experience February 2013 - May 2013
Job PhD student in Accounting
Industry Accounting
Experience
CBS Corporation June 2013 - June 2014
SS&C GlobeOp February 2013 - May 2013
Duke University Medical Center January 2009 - January 2010
Duke University August 2007 - December 2008
Skills
Teaching, Research, Public Speaking, Curriculum Design, Curriculum Development, Microsoft Office, Science, Higher Education, PowerPoint, Tutoring, Microsoft Excel, Educational Leadership, Microsoft Word, Staff Development, Educational Technology, Data Analysis, Translation, QuickBooks
Education
Baruch College, City University of New York (CUNY) 2014 — 2019
Doctor of Philosophy (PhD), Accounting
City University of New York-Baruch College - Zicklin School of Business 2012 — 2014
Master of Science (MS), Accountancy
Duke University 2007 — 2011
Bachelor of Science (BS), Biology, Chemistry
CBS Corporation June 2013 - June 2014
SS&C GlobeOp February 2013 - May 2013
Duke University Medical Center January 2009 - January 2010
Duke University August 2007 - December 2008
Skills
Teaching, Research, Public Speaking, Curriculum Design, Curriculum Development, Microsoft Office, Science, Higher Education, PowerPoint, Tutoring, Microsoft Excel, Educational Leadership, Microsoft Word, Staff Development, Educational Technology, Data Analysis, Translation, QuickBooks
Education
Baruch College, City University of New York (CUNY) 2014 — 2019
Doctor of Philosophy (PhD), Accounting
City University of New York-Baruch College - Zicklin School of Business 2012 — 2014
Master of Science (MS), Accountancy
Duke University 2007 — 2011
Bachelor of Science (BS), Biology, Chemistry
Matt Genovese Matt Genovese's SS&C GlobeOp Experience September 2014 - April 2015
Job Operations Associate at GlobeTax
Industry Financial Services
Experience
GlobeTax April 2015 - Present
SS&C GlobeOp September 2014 - April 2015
Watson Ford Executive Search January 2014 - June 2014
Montefiore Medical Center June 2011 - January 2014
NewOak Capital February 2013 - April 2013
Skills
Public Speaking, Microsoft Office, Microsoft Excel, Bloomberg Terminal, Financial Markets, Project Management, Investor Relations, Subscriptions, Redemptions, Hedge Funds, Private Equity, Fund Administration, Share Registry, KYC, AML, Geneva Advent Partner, Outlook, Middle Office, Alternative Investments, Reconciling Reports, Bloomberg
Education
Fordham University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Marketing, GPA 3.7
Fordham Preparatory High School 2005 — 2009
Diploma, Second Honors
GlobeTax April 2015 - Present
SS&C GlobeOp September 2014 - April 2015
Watson Ford Executive Search January 2014 - June 2014
Montefiore Medical Center June 2011 - January 2014
NewOak Capital February 2013 - April 2013
Skills
Public Speaking, Microsoft Office, Microsoft Excel, Bloomberg Terminal, Financial Markets, Project Management, Investor Relations, Subscriptions, Redemptions, Hedge Funds, Private Equity, Fund Administration, Share Registry, KYC, AML, Geneva Advent Partner, Outlook, Middle Office, Alternative Investments, Reconciling Reports, Bloomberg
Education
Fordham University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Marketing, GPA 3.7
Fordham Preparatory High School 2005 — 2009
Diploma, Second Honors
Tristan Gitman's SS&C GlobeOp Experience December 2007 - April 2009
Job Business Architect
Industry Financial Services
Experience
BAE Systems Applied Intelligence June 2014 - Present
HSBC October 2013 - May 2014
Globe Institute of Technology November 2012 - December 2013
Morgan Stanley April 2013 - August 2013
American Express November 2012 - April 2013
Barclays Investment Bank January 2012 - March 2013
The Lab Consulting April 2012 - September 2012
Accenture April 2010 - November 2011
Joseph Capital May 2009 - March 2010
SS&C GlobeOp December 2007 - April 2009
Education
Harvard Business School Executive Education 2013 — 2014
Certificate, Risk Management
New York University 2006 — 2008
MS, Financial Engineering
Polytechnic University 2000 — 2004
Bachelor's degree, Management Information Systems, General
BAE Systems Applied Intelligence June 2014 - Present
HSBC October 2013 - May 2014
Globe Institute of Technology November 2012 - December 2013
Morgan Stanley April 2013 - August 2013
American Express November 2012 - April 2013
Barclays Investment Bank January 2012 - March 2013
The Lab Consulting April 2012 - September 2012
Accenture April 2010 - November 2011
Joseph Capital May 2009 - March 2010
SS&C GlobeOp December 2007 - April 2009
Education
Harvard Business School Executive Education 2013 — 2014
Certificate, Risk Management
New York University 2006 — 2008
MS, Financial Engineering
Polytechnic University 2000 — 2004
Bachelor's degree, Management Information Systems, General
Purvi Marfatia Purvi Marfatia's SS&C GlobeOp Experience June 2015 - Present
Job Tax Accountant
Industry Financial Services
Experience
SS&C GlobeOp June 2015 - Present
Sterling National Bank (formerly Provident Bank New York) August 2009 - June 2015
P.T Thomas INC. February 2015 - April 2015
Skills
Banking, Credit, Portfolio Management, Commercial Banking, Cash Management, Retail Banking, Financial Services, Wealth Management, Cross Selling, Management, Access
Education
Rutgers, The State University of New Jersey-Newark 2013 — 2015
Master's degree, Taxation
Baruch College, City University of New York (CUNY) 2009 — 2012
Bachelor of Business Administration (BBA), Accounting
SS&C GlobeOp June 2015 - Present
Sterling National Bank (formerly Provident Bank New York) August 2009 - June 2015
P.T Thomas INC. February 2015 - April 2015
Skills
Banking, Credit, Portfolio Management, Commercial Banking, Cash Management, Retail Banking, Financial Services, Wealth Management, Cross Selling, Management, Access
Education
Rutgers, The State University of New Jersey-Newark 2013 — 2015
Master's degree, Taxation
Baruch College, City University of New York (CUNY) 2009 — 2012
Bachelor of Business Administration (BBA), Accounting
Kevin Kittredge Kevin Kittredge's SS&C GlobeOp Experience June 2005 - July 2015
Job Director of Accounting at Strait Capital Company Ltd
Industry Accounting
Experience
Strait Capital Company Ltd July 2015 - Present
SS&C GlobeOp June 2005 - July 2015
Crow Holdings January 2001 - June 2005
KPMG September 1995 - January 2001
Skills
Financial Analysis, General Ledger, Financial Statements, Accounting, Financial Accounting, Financial Reporting, Auditing, Fund Accounting, Internal Controls, QuickBooks
Education
Baylor University - Hankamer School of Business 1990 — 1995
BBA/MBA, Accounting
Strait Capital Company Ltd July 2015 - Present
SS&C GlobeOp June 2005 - July 2015
Crow Holdings January 2001 - June 2005
KPMG September 1995 - January 2001
Skills
Financial Analysis, General Ledger, Financial Statements, Accounting, Financial Accounting, Financial Reporting, Auditing, Fund Accounting, Internal Controls, QuickBooks
Education
Baylor University - Hankamer School of Business 1990 — 1995
BBA/MBA, Accounting
Mariana Petermann Mariana Petermann's SS&C GlobeOp Experience 2012 - May 2015
Job Vice President at State Street Alternative Investment Solutions
Industry Financial Services
Experience
State Street June 2015 - Present
SS&C GlobeOp 2012 - May 2015
Terrapin Asset Management 2009 - 2012
Merrill Lynch 1996 - 2001
Delta National Bank 1994 - 1996
Skills
Hedge Funds
Education
Columbia University - School of International and Public Affairs
MA, International Business
The London School of Economics and Political Science (LSE)
International History
Wellesley College
BA, Political Science
State Street June 2015 - Present
SS&C GlobeOp 2012 - May 2015
Terrapin Asset Management 2009 - 2012
Merrill Lynch 1996 - 2001
Delta National Bank 1994 - 1996
Skills
Hedge Funds
Education
Columbia University - School of International and Public Affairs
MA, International Business
The London School of Economics and Political Science (LSE)
International History
Wellesley College
BA, Political Science
David Purich David Purich's SS&C GlobeOp Experience 2002 - 2004
Job Investment Accounting Manager | CPA, CFA, Wharton MBA | Accounting Closes • Financial Statements • SOX Compliance
Industry Financial Services
Experience
Independent Instructor 2011 - 2015
The Kenmar Group 2007 - 2010
The Permal Group 2004 - 2007
SS&C GlobeOp 2002 - 2004
Ernst & Young 1995 - 2000
Skills
Daily Performance..., Monthly Fund Accounting..., GAAP Financial..., 10Q/10K Public Filings, Sarbanes-Oxley Act, Fund Audits, IT Projects, Financial Reporting, Consolidated Financial..., IFRS Financial..., Financial Statement..., FASB 157 / 161..., Project Management, Staff Management, Staff Training, Accounting Checklists, Excel Templates, PowerPoint Presentations, Client Relationship..., Fund Operations, Hedge Funds, Hedge Fund of Funds, Commodity Trading..., Separately Managed..., Mutual Funds, Private Equity Funds, Private Equity Fund of..., Broker Dealers, Equities, Bonds, Futures, Forwards, CFDs (Contracts for..., Options, Repos, Reverse Repos, Internal Controls, Narratives, Control Matrix, Review Procedures, Procedures Manuals, Trade Manual, Credit Facilities, P&L Analysis, Cash Reconciliations, Position Reconciliations, Investment Pricing, Incentive Fee..., Due Diligence, Investment...
Education
University of Pennsylvania - The Wharton School 2000 — 2002
MBA, Finance
Hofstra University 1991 — 1995
BBA, Accounting
Queens College
2011 - 2014 Post-Baccalaureate Initial Certificate in Secondary Mathematics (Grades 7 - 12), Secondary Education and Teaching- Mathematics, Education GPA: 3.9; Mathematics GPA: 3.8
Independent Instructor 2011 - 2015
The Kenmar Group 2007 - 2010
The Permal Group 2004 - 2007
SS&C GlobeOp 2002 - 2004
Ernst & Young 1995 - 2000
Skills
Daily Performance..., Monthly Fund Accounting..., GAAP Financial..., 10Q/10K Public Filings, Sarbanes-Oxley Act, Fund Audits, IT Projects, Financial Reporting, Consolidated Financial..., IFRS Financial..., Financial Statement..., FASB 157 / 161..., Project Management, Staff Management, Staff Training, Accounting Checklists, Excel Templates, PowerPoint Presentations, Client Relationship..., Fund Operations, Hedge Funds, Hedge Fund of Funds, Commodity Trading..., Separately Managed..., Mutual Funds, Private Equity Funds, Private Equity Fund of..., Broker Dealers, Equities, Bonds, Futures, Forwards, CFDs (Contracts for..., Options, Repos, Reverse Repos, Internal Controls, Narratives, Control Matrix, Review Procedures, Procedures Manuals, Trade Manual, Credit Facilities, P&L Analysis, Cash Reconciliations, Position Reconciliations, Investment Pricing, Incentive Fee..., Due Diligence, Investment...
Education
University of Pennsylvania - The Wharton School 2000 — 2002
MBA, Finance
Hofstra University 1991 — 1995
BBA, Accounting
Queens College
2011 - 2014 Post-Baccalaureate Initial Certificate in Secondary Mathematics (Grades 7 - 12), Secondary Education and Teaching- Mathematics, Education GPA: 3.9; Mathematics GPA: 3.8
Walter Trujillo Walter Trujillo's SS&C GlobeOp Experience January 2015 - Present
Job Hedge Funds, Investor Services
Industry Facilities Services
Experience
SS&C GlobeOp January 2015 - Present
SS&C GlobeOp January 2013 - December 2014
SS&C GlobeOp February 2010 - December 2012
Bank of New York Mellon October 2003 - February 2010
Skills
Hedge Funds, Fixed Income, Equities, Alternative Investments, Bloomberg, Securities
Education
Kean University 1998 — 2002
Finance
SS&C GlobeOp January 2015 - Present
SS&C GlobeOp January 2013 - December 2014
SS&C GlobeOp February 2010 - December 2012
Bank of New York Mellon October 2003 - February 2010
Skills
Hedge Funds, Fixed Income, Equities, Alternative Investments, Bloomberg, Securities
Education
Kean University 1998 — 2002
Finance
Frank Pisani Frank Pisani's SS&C GlobeOp Experience January 2005 - March 2006
Job AVP, Client Finance at Permal Group Inc.
Industry Financial Services
Experience
Permal Group Inc. January 2013 - Present
Permal Group Inc. January 2009 - January 2013
Permal Group Inc. March 2006 - January 2009
SS&C GlobeOp January 2005 - March 2006
Skills
Project Management, Microsoft Excel, VBA, Microsoft Word, PowerPoint, Webfolio, Access, Finance, Financial Analysis, Software Documentation, Business Analysis, Accounting, Account Reconciliation, Risk Management, Financial Modeling, Hedge Funds, Bloomberg, Mutual Funds
Education
Hofstra University 2000 — 2004
Bachelor of Business Administration (BBA), Finance, General
Hofstra University 2000 — 2004
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Permal Group Inc. January 2013 - Present
Permal Group Inc. January 2009 - January 2013
Permal Group Inc. March 2006 - January 2009
SS&C GlobeOp January 2005 - March 2006
Skills
Project Management, Microsoft Excel, VBA, Microsoft Word, PowerPoint, Webfolio, Access, Finance, Financial Analysis, Software Documentation, Business Analysis, Accounting, Account Reconciliation, Risk Management, Financial Modeling, Hedge Funds, Bloomberg, Mutual Funds
Education
Hofstra University 2000 — 2004
Bachelor of Business Administration (BBA), Finance, General
Hofstra University 2000 — 2004
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Caio Goncalves's SS&C GlobeOp Experience December 2014 - Present
Job Business Development at SS&C GlobeOp
Industry Financial Services
Experience
SS&C GlobeOp December 2014 - Present
Misys June 2013 - December 2014
Latin Markets January 2013 - June 2013
Paxton Financial Services May 2011 - August 2011
Skills
Investor Relations, Alternative Investments, Private Equity, Emerging Markets, Research, Latin America, Valuation, Sales, International Sales, Business Development, Financial Services, Cold Calling, Microsoft Office, Wealth Management, Financial Analysis, Financial Modeling, Analytics, Financial Markets, Equities, Software Solution Sales, Financial Software, Finance, Salesforce.com, Lead Generation, Portfolio Management
Education
Coastal Carolina University 2008 — 2012
Bachelor of Science in Business Administration, Finance
Investment Banking Institute 2011 — 2011
Ludlowe Highschool
SS&C GlobeOp December 2014 - Present
Misys June 2013 - December 2014
Latin Markets January 2013 - June 2013
Paxton Financial Services May 2011 - August 2011
Skills
Investor Relations, Alternative Investments, Private Equity, Emerging Markets, Research, Latin America, Valuation, Sales, International Sales, Business Development, Financial Services, Cold Calling, Microsoft Office, Wealth Management, Financial Analysis, Financial Modeling, Analytics, Financial Markets, Equities, Software Solution Sales, Financial Software, Finance, Salesforce.com, Lead Generation, Portfolio Management
Education
Coastal Carolina University 2008 — 2012
Bachelor of Science in Business Administration, Finance
Investment Banking Institute 2011 — 2011
Ludlowe Highschool
Selly Ishak Selly Ishak's SS&C GlobeOp Experience September 2013 - December 2013
Job Audit Staff 1 at Loeb & Troper
Industry Accounting
Experience
Loeb & Troper August 2014 - Present
SS&C GlobeOp September 2013 - December 2013
AVP Consulting Services LLC January 2013 - May 2013
VITA Program December 2012 - May 2013
Skills
QuickBooks, Accounting, Microsoft Excel, Bookkeeping, PowerPoint, Tax Preparation, Microsoft Word, Financial Accounting, Microsoft Office, Tax Returns, Income Tax, Journal Entries, Account Reconciliation, Data Entry, Outlook
Education
Brooklyn College 2010 — 2014
Bachelor of Science (BS), Accounting
Loeb & Troper August 2014 - Present
SS&C GlobeOp September 2013 - December 2013
AVP Consulting Services LLC January 2013 - May 2013
VITA Program December 2012 - May 2013
Skills
QuickBooks, Accounting, Microsoft Excel, Bookkeeping, PowerPoint, Tax Preparation, Microsoft Word, Financial Accounting, Microsoft Office, Tax Returns, Income Tax, Journal Entries, Account Reconciliation, Data Entry, Outlook
Education
Brooklyn College 2010 — 2014
Bachelor of Science (BS), Accounting
Kazuko Raimann Kazuko Raimann's SS&C GlobeOp Experience staffThe Boston Consulting GroupJuly 2005 - March 2010
Job directork at SS&C GlobeOp
Industry Financial Services
Experience
SS&C GlobeOp staffThe Boston Consulting GroupJuly 2005 - March 2010
Education
Charter Oak State College
SS&C GlobeOp staffThe Boston Consulting GroupJuly 2005 - March 2010
Education
Charter Oak State College
Rebecca Aronin (Traub) Rebecca Aronin (Traub)'s SS&C GlobeOp Experience July 2007 - July 2009
Job Experienced Associate SALT M&A at PwC
Industry Accounting
Experience
PwC July 2014 - Present
Ernst & Young June 2013 - June 2014
Capell Barnett Matalon & Schoenfeld LLP June 2011 - April 2012
The Honorable Randy Sue Marber January 2011 - April 2011
SS&C GlobeOp July 2007 - July 2009
Skills
Legal Research, Litigation, Corporate Law, Westlaw, Legal Writing, Corporate Governance, Securities Regulation, Tax Law, Commercial Litigation, Legal Compliance, Securities, Mediation, Civil Litigation, Mergers & Acquisitions, Due Diligence
Education
Georgetown University Law Center 2012 — 2013
Master of Laws (LL.M.) in Taxation, State and Local Tax
Hofstra University School of Law 2009 — 2012
Doctor of Law (J.D.), Tax Law
Washington University in St. Louis 2003 — 2007
Bachelor of Arts (B.A.), Political Science and Government
PwC July 2014 - Present
Ernst & Young June 2013 - June 2014
Capell Barnett Matalon & Schoenfeld LLP June 2011 - April 2012
The Honorable Randy Sue Marber January 2011 - April 2011
SS&C GlobeOp July 2007 - July 2009
Skills
Legal Research, Litigation, Corporate Law, Westlaw, Legal Writing, Corporate Governance, Securities Regulation, Tax Law, Commercial Litigation, Legal Compliance, Securities, Mediation, Civil Litigation, Mergers & Acquisitions, Due Diligence
Education
Georgetown University Law Center 2012 — 2013
Master of Laws (LL.M.) in Taxation, State and Local Tax
Hofstra University School of Law 2009 — 2012
Doctor of Law (J.D.), Tax Law
Washington University in St. Louis 2003 — 2007
Bachelor of Arts (B.A.), Political Science and Government
Joseph Sarno III's SS&C GlobeOp Experience October 2014 - Present
Job Senior Accountant at SS&C
Industry Accounting
Experience
Borough Of Garwood April 2015 - Present
SS&C GlobeOp October 2014 - Present
Citco Fund Services July 2009 - October 2014
Sirius XM Radio Inc. November 2008 - August 2009
UBS Wealth Management July 2007 - April 2009
Rothstein Kass October 2005 - July 2007
Skills
Hedge Funds, Equities, Alternative Investments, Fund Of Funds, Accounting, Excel, PowerPoint, Word, Derivatives, Microsoft Office, Audit, Bloomberg, Financial Reporting, Financial Accounting, Account Reconciliation, Private Equity, Fund Administration, Valuation, Microsoft Excel, Microsoft Word, Portfolio Management, Financial Analysis, Options, Financial Services, Investments
Education
Albright College 2001 — 2005
BS, Accounting & Political Science
Connecticut School of Broadcasting 2008 — 2008
TV/Radio Broadcasting
Borough Of Garwood April 2015 - Present
SS&C GlobeOp October 2014 - Present
Citco Fund Services July 2009 - October 2014
Sirius XM Radio Inc. November 2008 - August 2009
UBS Wealth Management July 2007 - April 2009
Rothstein Kass October 2005 - July 2007
Skills
Hedge Funds, Equities, Alternative Investments, Fund Of Funds, Accounting, Excel, PowerPoint, Word, Derivatives, Microsoft Office, Audit, Bloomberg, Financial Reporting, Financial Accounting, Account Reconciliation, Private Equity, Fund Administration, Valuation, Microsoft Excel, Microsoft Word, Portfolio Management, Financial Analysis, Options, Financial Services, Investments
Education
Albright College 2001 — 2005
BS, Accounting & Political Science
Connecticut School of Broadcasting 2008 — 2008
TV/Radio Broadcasting
Dawson Gong Dawson Gong's SS&C GlobeOp Experience July 2011 - October 2012
Job Senior Business Consultant at SimCorp
Industry Financial Services
Experience
SimCorp July 2015 - Present
SimCorp October 2012 - June 2015
SS&C GlobeOp July 2011 - October 2012
Bank of New York Mellon December 2007 - July 2011
Further Lane asset Management June 2006 - July 2007
Bassetti Law LLC July 2005 - January 2006
Hyton Financial and Accounting January 2005 - July 2005
Skills
Fixed Income, Equities, Bloomberg, Portfolio Management, Mutual Funds, Risk Management, Settlement, Funding, Derivatives, Hedge Funds, Financial Modeling, Tax, Capital Markets, Valuation, Investment Banking, Asset Management, Financial Analysis, Trading, Investments, Financial Markets, Financial Services
Education
New York University SCPS 2014 — 2014
Oracle Database Developer Certified Associate, SQL; PL/SQL
New York University 2012 — 2014
Advanced Certficate, Portfolio Management Equity/Real Estate Financial Analysis
State University of New York at New Paltz 2006 — 2007
Master of Business Administration - MBA, Finance
SUNY College at Brockport 2000 — 2004
BS, Business Administration; Finance and
Baruch College, City University of New York (CUNY) 2015 — 2016
Java and Oracle Development, Java and Oracle Development
SimCorp July 2015 - Present
SimCorp October 2012 - June 2015
SS&C GlobeOp July 2011 - October 2012
Bank of New York Mellon December 2007 - July 2011
Further Lane asset Management June 2006 - July 2007
Bassetti Law LLC July 2005 - January 2006
Hyton Financial and Accounting January 2005 - July 2005
Skills
Fixed Income, Equities, Bloomberg, Portfolio Management, Mutual Funds, Risk Management, Settlement, Funding, Derivatives, Hedge Funds, Financial Modeling, Tax, Capital Markets, Valuation, Investment Banking, Asset Management, Financial Analysis, Trading, Investments, Financial Markets, Financial Services
Education
New York University SCPS 2014 — 2014
Oracle Database Developer Certified Associate, SQL; PL/SQL
New York University 2012 — 2014
Advanced Certficate, Portfolio Management Equity/Real Estate Financial Analysis
State University of New York at New Paltz 2006 — 2007
Master of Business Administration - MBA, Finance
SUNY College at Brockport 2000 — 2004
BS, Business Administration; Finance and
Baruch College, City University of New York (CUNY) 2015 — 2016
Java and Oracle Development, Java and Oracle Development
Andres Aguirre, CPA Andres Aguirre, CPA's SS&C GlobeOp Experience January 2015 - Present
Job Associate Manager Hedge Fund Accounting at SS&C GlobeOp
Industry Accounting
Experience
SS&C GlobeOp January 2015 - Present
Bridgewater Associates October 2011 - December 2014
McGladrey November 2009 - October 2011
IBM June 2008 - October 2009
UBS October 2007 - December 2007
Fordham University August 2006 - October 2007
Skills
Accounting, Auditing, Finance, Financial Statements, Tax, US GAAP, General Ledger, CPA, Hedge Funds
Education
Fordham University 2005 — 2009
BS, Public Accounting
SS&C GlobeOp January 2015 - Present
Bridgewater Associates October 2011 - December 2014
McGladrey November 2009 - October 2011
IBM June 2008 - October 2009
UBS October 2007 - December 2007
Fordham University August 2006 - October 2007
Skills
Accounting, Auditing, Finance, Financial Statements, Tax, US GAAP, General Ledger, CPA, Hedge Funds
Education
Fordham University 2005 — 2009
BS, Public Accounting
Jared Cooperman's SS&C GlobeOp Experience June 2012 - August 2012
Job Sales and Trading Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2014 - Present
Knighthead Capital LLC June 2013 - August 2013
SS&C GlobeOp June 2012 - August 2012
Education
Cornell University 2010 — 2014
Bachelor of Science (BS), Industrial and Labor Relations
Bank of America Merrill Lynch July 2014 - Present
Knighthead Capital LLC June 2013 - August 2013
SS&C GlobeOp June 2012 - August 2012
Education
Cornell University 2010 — 2014
Bachelor of Science (BS), Industrial and Labor Relations
Chris Karkota's SS&C GlobeOp Experience January 2015 - Present
Job Associate Director at SS&C GlobeOp
Industry Financial Services
Experience
SS&C GlobeOp January 2015 - Present
GlobeOp Financial Services August 2005 - Present
UBS 2001 - 2005
Morgan Stanley Dean Witter 1999 - 2002
Skills
Financial Services, Hedge Funds, Alternative Investments, Equities, Asset Management, Bloomberg, Fixed Income, Derivatives, Securities, Capital Markets, Relationship Management, Investment Banking, Middle Office, Portfolio Management, Prime Brokerage, Mutual Funds
Education
Hofstra University 1994 — 1997
Bachelor, Management
SS&C GlobeOp January 2015 - Present
GlobeOp Financial Services August 2005 - Present
UBS 2001 - 2005
Morgan Stanley Dean Witter 1999 - 2002
Skills
Financial Services, Hedge Funds, Alternative Investments, Equities, Asset Management, Bloomberg, Fixed Income, Derivatives, Securities, Capital Markets, Relationship Management, Investment Banking, Middle Office, Portfolio Management, Prime Brokerage, Mutual Funds
Education
Hofstra University 1994 — 1997
Bachelor, Management
Sohel Hussain Sohel Hussain's SS&C GlobeOp Experience November 2012 - April 2013
Job Operations Associate at QFR Capital Management, L.P.
Industry Financial Services
Experience
QFR Capital Management, L.P. March 2015 - Present
Taconic Capital Advisors LP April 2013 - March 2015
SS&C GlobeOp November 2012 - April 2013
SS&C GlobeOp June 2011 - November 2012
First Sterling Financial January 2011 - May 2011
EKN Financial Services March 2010 - August 2010
Education
Hofstra University
BBA Accounting, Zarb School of Business-Accounting/Auditing
QFR Capital Management, L.P. March 2015 - Present
Taconic Capital Advisors LP April 2013 - March 2015
SS&C GlobeOp November 2012 - April 2013
SS&C GlobeOp June 2011 - November 2012
First Sterling Financial January 2011 - May 2011
EKN Financial Services March 2010 - August 2010
Education
Hofstra University
BBA Accounting, Zarb School of Business-Accounting/Auditing
Michael Boamah Michael Boamah's SS&C GlobeOp Experience June 2014 - Present
Job Senior Associate, IT at SS&C GlobeOp
Industry Financial Services
Experience
SS&C GlobeOp June 2014 - Present
Specialty Lighting Group January 2013 - June 2014
SS&C GlobeOp July 2009 - December 2012
MARC Inc of Manchester April 2007 - February 2008
Skills
Active Directory, VMware, Group Policy, Help Desk Support, WSUS, Windows Server, Microsoft Office, Troubleshooting, Software Documentation, Windows, DNS, Spiceworks, Symantec Antivirus, Security Clearance, Dell KACE, HP Server, Software Distribution, Change Management, DFS, Security, Networking, Technical Support, Microsoft Exchange, Management
Education
Manchester Community College 2010 — 2014
Howell Cheney Technical High School 2004 — 2008
Certificate of Information Technology
SS&C GlobeOp June 2014 - Present
Specialty Lighting Group January 2013 - June 2014
SS&C GlobeOp July 2009 - December 2012
MARC Inc of Manchester April 2007 - February 2008
Skills
Active Directory, VMware, Group Policy, Help Desk Support, WSUS, Windows Server, Microsoft Office, Troubleshooting, Software Documentation, Windows, DNS, Spiceworks, Symantec Antivirus, Security Clearance, Dell KACE, HP Server, Software Distribution, Change Management, DFS, Security, Networking, Technical Support, Microsoft Exchange, Management
Education
Manchester Community College 2010 — 2014
Howell Cheney Technical High School 2004 — 2008
Certificate of Information Technology
Brian Cingel Brian Cingel's SS&C GlobeOp Experience January 2013 - July 2015
Job Director, Fund Tax Services LLC
Industry Financial Services
Experience
Fund Tax Services LLC August 2015 - Present
SS&C GlobeOp January 2013 - July 2015
The Regulatory Fundamentals Group LLC 2012 - 2012
CITCO Bank/CITCO Securities Inc. 2009 - 2011
Brown Brothers Harriman & Co. 2004 - 2009
RR Donnelley 2001 - 2004
Irish Intercontinental Bank 2000 - 2001
St. Edwards High School 1999 - 2000
National City Bank 1999 - 1999
MML Investors 1998 - 1999
Skills
Business Development, Asset Managment, Derivatives, Mutual Funds, Hedge Funds, Investments, Financial Services, Asset Management, Wealth Management, Securities, Equities, Alternative Investments, Fixed Income, Capital Markets, Investment Management, Portfolio Management
Education
John Carroll University 1990 — 1993
Bachelor of Arts (B.A.), Communications
Villanova University 1988 — 1990
Benedictine Bengals 1984 — 1988
Gesu Bulldogs
Fund Tax Services LLC August 2015 - Present
SS&C GlobeOp January 2013 - July 2015
The Regulatory Fundamentals Group LLC 2012 - 2012
CITCO Bank/CITCO Securities Inc. 2009 - 2011
Brown Brothers Harriman & Co. 2004 - 2009
RR Donnelley 2001 - 2004
Irish Intercontinental Bank 2000 - 2001
St. Edwards High School 1999 - 2000
National City Bank 1999 - 1999
MML Investors 1998 - 1999
Skills
Business Development, Asset Managment, Derivatives, Mutual Funds, Hedge Funds, Investments, Financial Services, Asset Management, Wealth Management, Securities, Equities, Alternative Investments, Fixed Income, Capital Markets, Investment Management, Portfolio Management
Education
John Carroll University 1990 — 1993
Bachelor of Arts (B.A.), Communications
Villanova University 1988 — 1990
Benedictine Bengals 1984 — 1988
Gesu Bulldogs
Adisorn Hatairatana Adisorn Hatairatana's SS&C GlobeOp Experience October 2011 - April 2014
Job Financial Risk Specialist, Capital Management at Branch Banking & Trust (BB&T)
Industry Banking
Experience
BB&T August 2015 - Present
Susquehanna Bank May 2014 - July 2015
SS&C GlobeOp October 2011 - April 2014
Education
Georgia Institute of Technology
Master of Science, Statistics
Georgia Institute of Technology
Master of Science, Operations Research
Thammasat University
Bachelor of Arts, Economics
BB&T August 2015 - Present
Susquehanna Bank May 2014 - July 2015
SS&C GlobeOp October 2011 - April 2014
Education
Georgia Institute of Technology
Master of Science, Statistics
Georgia Institute of Technology
Master of Science, Operations Research
Thammasat University
Bachelor of Arts, Economics
Marc Giannitti Marc Giannitti's SS&C GlobeOp Experience June 2015 - Present
Job Investor Services at SS&C GlobeOp
Industry Retail
Experience
SS&C GlobeOp June 2015 - Present
Citi December 2012 - June 2015
Jos. A. Bank Clothiers September 2010 - December 2012
Health Club Development June 2009 - August 2009
Skills
Customer Service, Business Planning, Sales Management, Inventory Management, Financial Reporting, Data Entry, Marketing Research, General Business..., Microsoft Office, Decision Making, Risk Assessment, Business Management
Education
Johnson and Wales University 2006 — 2009
Bachelor of Arts (B.A.), Finance and Financial Management Services
SS&C GlobeOp June 2015 - Present
Citi December 2012 - June 2015
Jos. A. Bank Clothiers September 2010 - December 2012
Health Club Development June 2009 - August 2009
Skills
Customer Service, Business Planning, Sales Management, Inventory Management, Financial Reporting, Data Entry, Marketing Research, General Business..., Microsoft Office, Decision Making, Risk Assessment, Business Management
Education
Johnson and Wales University 2006 — 2009
Bachelor of Arts (B.A.), Finance and Financial Management Services
Perry Tevere's SS&C GlobeOp Experience October 2013 - Present
Job Hedge Fund Operations Associate Manager at SS&C GlobeOp
Industry Financial Services
Experience
SS&C GlobeOp October 2013 - Present
Westchester Choice Realty March 2013 - Present
Morgan Stanley March 2010 - October 2013
Katz Media Group August 2008 - March 2010
Skills
Operations Management, Management, Sales Operations, Commodity, Oil/Gas, Natural Gas Trading, Oil Trading, Team Management, Commodity Markets, Hedge Funds, Commodity Risk..., Electricity, Financial Analysis, Financial Risk, Leadership, Options, Swaps, Derivatives, Middle Office, Natural Gas, Electronic Trading, Back Office, Microsoft Excel, Structured Products, Analysis, Interest Rate Swaps, Equities, Financial Structuring, Credit Derivatives, Interest Rate..., Equity Trading, FX Options, Equity Derivatives, Settlement, Fixed Income, Securities, Financial Markets, Trading Systems, Financial Services, Investments, Market Data, Fixed Income Analysis, Credit Risk, Hedge Fund Management, Equity Swaps, Total Return Swaps, Index Options, Trading, Fund Of Funds, Bloomberg
Education
Manhattanville College 2013 — 2015
Master of Science (MS), Finance - Corporate Finance
Iona College 2004 — 2008
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
SS&C GlobeOp October 2013 - Present
Westchester Choice Realty March 2013 - Present
Morgan Stanley March 2010 - October 2013
Katz Media Group August 2008 - March 2010
Skills
Operations Management, Management, Sales Operations, Commodity, Oil/Gas, Natural Gas Trading, Oil Trading, Team Management, Commodity Markets, Hedge Funds, Commodity Risk..., Electricity, Financial Analysis, Financial Risk, Leadership, Options, Swaps, Derivatives, Middle Office, Natural Gas, Electronic Trading, Back Office, Microsoft Excel, Structured Products, Analysis, Interest Rate Swaps, Equities, Financial Structuring, Credit Derivatives, Interest Rate..., Equity Trading, FX Options, Equity Derivatives, Settlement, Fixed Income, Securities, Financial Markets, Trading Systems, Financial Services, Investments, Market Data, Fixed Income Analysis, Credit Risk, Hedge Fund Management, Equity Swaps, Total Return Swaps, Index Options, Trading, Fund Of Funds, Bloomberg
Education
Manhattanville College 2013 — 2015
Master of Science (MS), Finance - Corporate Finance
Iona College 2004 — 2008
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Nafis Rahman's SS&C GlobeOp Experience March 2011 - May 2014
Job
Industry Financial Services
Experience
Blue Cross Blue Shield of Michigan May 2014 - Present
SS&C GlobeOp March 2011 - May 2014
McLagan September 2010 - March 2011
Susquehanna International Group October 2009 - September 2010
Credit Suisse April 2009 - September 2009
Barclays Capital October 2008 - January 2009
Lehman Brothers July 2003 - October 2008
Education
Baruch College 2006 — 2010
MBA, FINANCE
Stony Brook University 1998 — 2003
Bachelors, Business Mgmt / Economics
Blue Cross Blue Shield of Michigan May 2014 - Present
SS&C GlobeOp March 2011 - May 2014
McLagan September 2010 - March 2011
Susquehanna International Group October 2009 - September 2010
Credit Suisse April 2009 - September 2009
Barclays Capital October 2008 - January 2009
Lehman Brothers July 2003 - October 2008
Education
Baruch College 2006 — 2010
MBA, FINANCE
Stony Brook University 1998 — 2003
Bachelors, Business Mgmt / Economics
Ryan Halegua Ryan Halegua's SS&C GlobeOp Experience May 2013 - Present
Job Senior Associate Java Developer at SS&C GlobeOp
Industry Computer Software
Experience
SS&C GlobeOp May 2013 - Present
OpenLink Financial June 2012 - May 2013
New York Life Insurance Company May 2011 - August 2011
Binghamton University - Center for Learning September 2010 - December 2010
New York Life Insurance Company May 2010 - August 2010
Skills
C/C++, Java, SQL, PL/SQL, Assembly, OpenGL, HTML + CSS
Education
Binghamton University 2008 — 2012
Bachelor's Degree, Computer Science
SS&C GlobeOp May 2013 - Present
OpenLink Financial June 2012 - May 2013
New York Life Insurance Company May 2011 - August 2011
Binghamton University - Center for Learning September 2010 - December 2010
New York Life Insurance Company May 2010 - August 2010
Skills
C/C++, Java, SQL, PL/SQL, Assembly, OpenGL, HTML + CSS
Education
Binghamton University 2008 — 2012
Bachelor's Degree, Computer Science
Vladi Bergart Vladi Bergart's SS&C GlobeOp Experience June 2015 - Present
Job Operations Analyst at Capital Group
Industry Financial Services
Experience
SS&C GlobeOp June 2015 - Present
Capital Group July 2014 - February 2015
Canyon Capital Advisors March 2011 - July 2014
Deutsche Bank June 2010 - March 2011
Deustche Bank September 2008 - June 2010
Sully-Miller Contracting 2007 - 2008
Skills
Hedge Funds, Financial Analysis
Education
Chapman University 2004 — 2008
Finance, Political Science and Government
SS&C GlobeOp June 2015 - Present
Capital Group July 2014 - February 2015
Canyon Capital Advisors March 2011 - July 2014
Deutsche Bank June 2010 - March 2011
Deustche Bank September 2008 - June 2010
Sully-Miller Contracting 2007 - 2008
Skills
Hedge Funds, Financial Analysis
Education
Chapman University 2004 — 2008
Finance, Political Science and Government
Dominique Pender Dominique Pender's SS&C GlobeOp Experience April 2011 - August 2014
Job Wall Street to the Classroom
Industry Education Management
Experience
East Side Community High School September 2014 - Present
SS&C GlobeOp April 2011 - August 2014
HSBC Bank USA, National Association December 2008 - April 2011
HSBC Bank USA, National Association June 2007 - December 2008
Prudential Financial August 2006 - June 2007
Citi March 2005 - August 2006
Skills
Portfolio Management, Asset Management, Fixed Income, Banking, Equities, Risk Management, Financial Analysis, Investments, Finance, Strategic Planning, Securities, Program Management
Education
Teachers College of Columbia University 2014 — 2015
Master of Arts in Humanities, Teaching of Social Studies, Secondary School
Howard University 2000 — 2004
Bachelor of Business Administration (BBA), Finance
East Side Community High School September 2014 - Present
SS&C GlobeOp April 2011 - August 2014
HSBC Bank USA, National Association December 2008 - April 2011
HSBC Bank USA, National Association June 2007 - December 2008
Prudential Financial August 2006 - June 2007
Citi March 2005 - August 2006
Skills
Portfolio Management, Asset Management, Fixed Income, Banking, Equities, Risk Management, Financial Analysis, Investments, Finance, Strategic Planning, Securities, Program Management
Education
Teachers College of Columbia University 2014 — 2015
Master of Arts in Humanities, Teaching of Social Studies, Secondary School
Howard University 2000 — 2004
Bachelor of Business Administration (BBA), Finance
John J Hans John J Hans's SS&C GlobeOp Experience September 2013 - June 2014
Job Sales at Markit
Industry Financial Services
Experience
Markit June 2014 - Present
SS&C GlobeOp September 2013 - June 2014
GlobeOp Financial Services April 2011 - September 2013
Skills
Fixed Income, Derivatives, Capital Markets, Alternative Investments, Investments, Financial Analysis, Financial Modeling, Portfolio Management, Finance, Mutual Funds, Hedge Funds
Education
Iona College 2006 — 2010
BBA, Finance
Markit June 2014 - Present
SS&C GlobeOp September 2013 - June 2014
GlobeOp Financial Services April 2011 - September 2013
Skills
Fixed Income, Derivatives, Capital Markets, Alternative Investments, Investments, Financial Analysis, Financial Modeling, Portfolio Management, Finance, Mutual Funds, Hedge Funds
Education
Iona College 2006 — 2010
BBA, Finance
Jeffrey Cronin, CPA's SS&C GlobeOp Experience February 2015 - Present
Job Senior Associate at SS&C GlobeOp Regulatory Solutions
Industry Accounting
Experience
SS&C GlobeOp February 2015 - Present
Leaf Saltzman Manganelli Tendler & Miele, LLP July 2012 - December 2014
Leaf Saltzman Manganelli Tendler & Miele, LLP June 2011 - September 2012
Restoration by Costikyan June 2006 - August 2010
Skills
Accounting, Auditing, Tax, Financial Accounting, Bookkeeping, QuickBooks, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Access, Customer Service, Research, Public Speaking, Leadership, Social Media, Event Planning, Outlook, Financial Reporting, Tax Preparation, Account Reconciliation, General Ledger
Education
Elon University - Martha and Spencer Love School of Business 2008 — 2012
BS, Accounting
Elon University
SETON HALL PREPARATORY SCHOOL
High School Diploma
SS&C GlobeOp February 2015 - Present
Leaf Saltzman Manganelli Tendler & Miele, LLP July 2012 - December 2014
Leaf Saltzman Manganelli Tendler & Miele, LLP June 2011 - September 2012
Restoration by Costikyan June 2006 - August 2010
Skills
Accounting, Auditing, Tax, Financial Accounting, Bookkeeping, QuickBooks, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Access, Customer Service, Research, Public Speaking, Leadership, Social Media, Event Planning, Outlook, Financial Reporting, Tax Preparation, Account Reconciliation, General Ledger
Education
Elon University - Martha and Spencer Love School of Business 2008 — 2012
BS, Accounting
Elon University
SETON HALL PREPARATORY SCHOOL
High School Diploma
Michael Tartsinis's SS&C GlobeOp Experience December 2012 - Present
Job Investor Relations Associate at SS&C GlobeOp
Industry Financial Services
Experience
SS&C GlobeOp December 2012 - Present
MassMutual Financial Group 2007 - February 2012
MassMutual Financial Group 2006 - 2007
MassMutual Financial Group 2000 - 2006
Foxwoods Resort Casino 1993 - 2000
Foxwoods Resort Casino 1993 - 2000
Foxwoods Resort Casino 1993 - 2000
Foxwoods Resort Casino 1993 - 2000
Skills
Risk Analysis, Process Improvement, Quality Assurance, Research & Analysis, Problem Resolution, Trend Analysis, Data Reporting, Customer Service, Tax Services, Communication Skills, Problem Solving, Tax, Analysis, Financial Services, Training, Insurance, Management, Leadership
Education
Eastern Connecticut State University
Business Administration, Finance and Marketing
SS&C GlobeOp December 2012 - Present
MassMutual Financial Group 2007 - February 2012
MassMutual Financial Group 2006 - 2007
MassMutual Financial Group 2000 - 2006
Foxwoods Resort Casino 1993 - 2000
Foxwoods Resort Casino 1993 - 2000
Foxwoods Resort Casino 1993 - 2000
Foxwoods Resort Casino 1993 - 2000
Skills
Risk Analysis, Process Improvement, Quality Assurance, Research & Analysis, Problem Resolution, Trend Analysis, Data Reporting, Customer Service, Tax Services, Communication Skills, Problem Solving, Tax, Analysis, Financial Services, Training, Insurance, Management, Leadership
Education
Eastern Connecticut State University
Business Administration, Finance and Marketing
Anthony Annucci's SS&C GlobeOp Experience June 2012 - Present
Job Associate Director US Client Onboarding and Client Project Management at SS&C GlobeOp, PMP
Industry Financial Services
Experience
SS&C GlobeOp June 2012 - Present
Hutchin Hill Capital November 2011 - January 2012
City of London Investment Management Company, Limited June 2010 - July 2011
Deutsche Bank Securities June 2004 - April 2009
Deutsche Bank Securities May 2002 - June 2004
Deutsche Bank Securities - Global Prime Finance May 2001 - May 2002
Goldman Sachs May 2000 - March 2001
Banc of America Securities January 1999 - May 2000
Fidelity Investments - National Financial Services Corporation February 1996 - January 1999
Merrill Lynch Private Client April 1987 - February 1996
Skills
Prime Brokerage, Fixed Income, Customer Relations, Client Service, Client Onboarding, Business Analysis, International Project..., Team Building, Team Management, Process Optimization, Technology Optimization, Process Automation, Business Relationship..., Client Relationship..., Vendor Management, CRM software, CRM, Equities, Portfolio Management, Hedge Funds, Financial Services, Derivatives, Management, Onboarding, Leadership, Customer Service, Securities, Settlement, Mutual Funds, Client Services, Capital Markets
Education
Villanova University 2011 — 2013
Master Certificate, Applied Project Management
Binghamton University 1982 — 1986
BA, Political Science
Tottenville High School
Tottenville High School
SS&C GlobeOp June 2012 - Present
Hutchin Hill Capital November 2011 - January 2012
City of London Investment Management Company, Limited June 2010 - July 2011
Deutsche Bank Securities June 2004 - April 2009
Deutsche Bank Securities May 2002 - June 2004
Deutsche Bank Securities - Global Prime Finance May 2001 - May 2002
Goldman Sachs May 2000 - March 2001
Banc of America Securities January 1999 - May 2000
Fidelity Investments - National Financial Services Corporation February 1996 - January 1999
Merrill Lynch Private Client April 1987 - February 1996
Skills
Prime Brokerage, Fixed Income, Customer Relations, Client Service, Client Onboarding, Business Analysis, International Project..., Team Building, Team Management, Process Optimization, Technology Optimization, Process Automation, Business Relationship..., Client Relationship..., Vendor Management, CRM software, CRM, Equities, Portfolio Management, Hedge Funds, Financial Services, Derivatives, Management, Onboarding, Leadership, Customer Service, Securities, Settlement, Mutual Funds, Client Services, Capital Markets
Education
Villanova University 2011 — 2013
Master Certificate, Applied Project Management
Binghamton University 1982 — 1986
BA, Political Science
Tottenville High School
Tottenville High School
Nainaz T's SS&C GlobeOp Experience October 2007 - Present
Job Audit at PWC
Industry Accounting
Experience
SS&C GlobeOp October 2007 - Present
PWC June 2005 - June 2007
Skills
Accounting, Financial Reporting, Internal Controls, Financial Accounting, Financial Analysis, Tax, Microsoft Excel, IFRS, Internal Audit, External Audit, PE Fund Accounting
Education
Sydenham College 1992 — 1995
Sydenham Institute of Management Studies, Research and Entrepreneurship Education 1991 — 1994
Bachelor's degree, Accounting and Finance
SS&C GlobeOp October 2007 - Present
PWC June 2005 - June 2007
Skills
Accounting, Financial Reporting, Internal Controls, Financial Accounting, Financial Analysis, Tax, Microsoft Excel, IFRS, Internal Audit, External Audit, PE Fund Accounting
Education
Sydenham College 1992 — 1995
Sydenham Institute of Management Studies, Research and Entrepreneurship Education 1991 — 1994
Bachelor's degree, Accounting and Finance
Luigi DeGrezia's SS&C GlobeOp Experience January 2013 - Present
Job Director of Operations at SS&C GlobeOp
Industry Financial Services
Experience
SS&C GlobeOp January 2013 - Present
Daiwa Capital Markets April 2012 - January 2013
Daiwa Capital Markets May 2011 - March 2012
KBC Financial Products April 2000 - April 2011
Bankers Trust New York Corporation 1993 - 2000
Bankers Trust 1993 - 2000
Skills
Hedge Funds, Fixed Income, Derivatives, Equities, Prime Brokerage, Valuation, Trading Systems, Equity Derivatives, FX Options, Bloomberg, Capital Markets, Options, Credit Derivatives, Securities, Investment Banking, Trading, Back Office, Middle Office, Asset Management, Alternative Investments, Portfolio Management, Structured Products, Bonds, Financial Markets, Collateral Management, Corporate Actions, Electronic Trading, Financial Risk, Financial Services, Interest Rate..., Securities Lending, Settlement, Swaps
Education
Brooklyn College 1988 — 1992
B.S, Business Management & Finance
SS&C GlobeOp January 2013 - Present
Daiwa Capital Markets April 2012 - January 2013
Daiwa Capital Markets May 2011 - March 2012
KBC Financial Products April 2000 - April 2011
Bankers Trust New York Corporation 1993 - 2000
Bankers Trust 1993 - 2000
Skills
Hedge Funds, Fixed Income, Derivatives, Equities, Prime Brokerage, Valuation, Trading Systems, Equity Derivatives, FX Options, Bloomberg, Capital Markets, Options, Credit Derivatives, Securities, Investment Banking, Trading, Back Office, Middle Office, Asset Management, Alternative Investments, Portfolio Management, Structured Products, Bonds, Financial Markets, Collateral Management, Corporate Actions, Electronic Trading, Financial Risk, Financial Services, Interest Rate..., Securities Lending, Settlement, Swaps
Education
Brooklyn College 1988 — 1992
B.S, Business Management & Finance
Julian Blumberg, CPA, CGMA, MBA's SS&C GlobeOp Experience September 2011 - February 2013
Job Private Equity Fund Senior Accountant / Professor of Accountancy
Industry Accounting
Experience
Comvest Partners March 2015 - Present
Investor Growth Capital February 2013 - February 2015
Baruch College January 2014 - December 2014
SS&C GlobeOp September 2011 - February 2013
Andersen Tax October 2009 - August 2011
1199 National Benefit Fund 2007 - 2009
American International Group, Inc. July 2006 - August 2007
Buchbinder Tunick & Company LLP 2005 - 2005
Skills
Financial Reporting, Accounting, Financial Statements, Budgets, Financial Analysis, Financial Modeling, GAAP, Financial Accounting, Microsoft Excel, Bloomberg, PeopleSoft, Process Improvement, Auditing, PowerPoint, General Ledger, Income Tax, Tax Preparation, Tax Advisory, Tax Law
Education
Baruch College 2009 — 2012
MBA, Finance
New York University 2002 — 2006
BA, Accounting and History
Comvest Partners March 2015 - Present
Investor Growth Capital February 2013 - February 2015
Baruch College January 2014 - December 2014
SS&C GlobeOp September 2011 - February 2013
Andersen Tax October 2009 - August 2011
1199 National Benefit Fund 2007 - 2009
American International Group, Inc. July 2006 - August 2007
Buchbinder Tunick & Company LLP 2005 - 2005
Skills
Financial Reporting, Accounting, Financial Statements, Budgets, Financial Analysis, Financial Modeling, GAAP, Financial Accounting, Microsoft Excel, Bloomberg, PeopleSoft, Process Improvement, Auditing, PowerPoint, General Ledger, Income Tax, Tax Preparation, Tax Advisory, Tax Law
Education
Baruch College 2009 — 2012
MBA, Finance
New York University 2002 — 2006
BA, Accounting and History
Robert DiFato's SS&C GlobeOp Experience November 2014 - Present
Job Manager at International Fund Services (Ireland) Ltd, A State Street Company
Industry Financial Services
Experience
SS&C GlobeOp November 2014 - Present
International Fund Services (Ireland) Ltd, A State Street Company January 2010 - November 2014
JP Morgan Chase September 2007 - January 2010
GlobeOp Finacial Services 2006 - 2007
GlobeOp 2006 - 2007
Skills
Derivatives, Equities, Fixed Income, Bloomberg, Alternative Investments, Fund Administration
Education
Fordham University 2001 — 2005
BS, Accounting and Finance
SS&C GlobeOp November 2014 - Present
International Fund Services (Ireland) Ltd, A State Street Company January 2010 - November 2014
JP Morgan Chase September 2007 - January 2010
GlobeOp Finacial Services 2006 - 2007
GlobeOp 2006 - 2007
Skills
Derivatives, Equities, Fixed Income, Bloomberg, Alternative Investments, Fund Administration
Education
Fordham University 2001 — 2005
BS, Accounting and Finance
Henry Cortez's SS&C GlobeOp Experience May 2015 - Present
Job Senior Associate Loan Operations
Industry Investment Banking
Experience
SS&C GlobeOp May 2015 - Present
Barclays Investment Bank August 2014 - May 2015
Barclays Investment Bank June 2011 - September 2014
Barclays Wealth and Investment Management May 2008 - April 2010
ING Asia Private Bank June 2007 - May 2008
United Coconut Planters Bank March 2000 - February 2007
ABN AMRO / Bank of America Savings Bank August 1999 - March 2000
Skills
Investment Banking, Banking, Fixed Income, Valuation, Business Analysis, Investments, Credit, Project Management, Market Research, Business Process..., Financial Modeling, Operations Management, Portfolio Management, Risk Management, Equities, Derivatives, Financial Risk, Microsoft Office, Loans, Analysis, Financial Analysis, Credit Risk, Trading
Education
Asian Institute of Management 1995 — 1997
Master of Business Administration (M.B.A.), Business Administration and Management, General
SS&C GlobeOp May 2015 - Present
Barclays Investment Bank August 2014 - May 2015
Barclays Investment Bank June 2011 - September 2014
Barclays Wealth and Investment Management May 2008 - April 2010
ING Asia Private Bank June 2007 - May 2008
United Coconut Planters Bank March 2000 - February 2007
ABN AMRO / Bank of America Savings Bank August 1999 - March 2000
Skills
Investment Banking, Banking, Fixed Income, Valuation, Business Analysis, Investments, Credit, Project Management, Market Research, Business Process..., Financial Modeling, Operations Management, Portfolio Management, Risk Management, Equities, Derivatives, Financial Risk, Microsoft Office, Loans, Analysis, Financial Analysis, Credit Risk, Trading
Education
Asian Institute of Management 1995 — 1997
Master of Business Administration (M.B.A.), Business Administration and Management, General
Claudia Ordonez's SS&C GlobeOp Experience November 2013 - Present
Job Assistant Manager SS&C
Industry Accounting
Experience
SS&C GlobeOp November 2013 - Present
Credit Suisse May 2003 - November 2013
Bear Stearns April 2002 - May 2003
J.P. Morgan Partners September 1997 - April 2002
Skills
Investment Banking, Capital Markets, Fixed Income, Private Equity, Fund Of Funds, Bloomberg, Derivatives, Equities, Fund Accounting, Hedge Funds, Valuation, Financial Reporting, Finance, Alternative Investments, Credit Derivatives, FX Options, Financial Analysis, Financial Modeling, Fund Administration, Middle Office
Education
City University of New York-Baruch College 1989 — 1992
Bachelor's degree, Accounting
SS&C GlobeOp November 2013 - Present
Credit Suisse May 2003 - November 2013
Bear Stearns April 2002 - May 2003
J.P. Morgan Partners September 1997 - April 2002
Skills
Investment Banking, Capital Markets, Fixed Income, Private Equity, Fund Of Funds, Bloomberg, Derivatives, Equities, Fund Accounting, Hedge Funds, Valuation, Financial Reporting, Finance, Alternative Investments, Credit Derivatives, FX Options, Financial Analysis, Financial Modeling, Fund Administration, Middle Office
Education
City University of New York-Baruch College 1989 — 1992
Bachelor's degree, Accounting
Justin Meagher's SS&C GlobeOp Experience May 2015 - Present
Job Managing Director at SS&C GlobeOp
Industry Investment Management
Experience
SS&C GlobeOp May 2015 - Present
TPG Specialty Lending, Inc. February 2014 - April 2015
TPG Special Situations Partners May 2013 - April 2015
Lehman Brothers Holding, Inc., at Aurora Bank FSB a wholly owned subsidiary January 2012 - May 2013
Lehman Brothers Holding, Inc. January 2011 - January 2012
Lehman Brothers Holdings Inc. January 2009 - December 2010
Diamond Lake Investment Group January 2008 - October 2008
Clinton Group, Inc. 2001 - 2007
Skills
Derivatives, Hedge Funds, Fixed Income, Structured Products, Private Equity, Portfolio Management, Compliance, Securities, Capital Markets, Securitization, Alternative Investments, Structured Finance, Investment Management, Analysis, Financial Risk, Policy, Business Strategy, Data Privacy, Trading, Real Estate Transactions
Education
New York Law School 1997 — 2000
JD, Investment Management
New York University 1995 — 1997
MA, Administration
Iona College 1988 — 1993
BA, Political Science
clarkstown south high school
SS&C GlobeOp May 2015 - Present
TPG Specialty Lending, Inc. February 2014 - April 2015
TPG Special Situations Partners May 2013 - April 2015
Lehman Brothers Holding, Inc., at Aurora Bank FSB a wholly owned subsidiary January 2012 - May 2013
Lehman Brothers Holding, Inc. January 2011 - January 2012
Lehman Brothers Holdings Inc. January 2009 - December 2010
Diamond Lake Investment Group January 2008 - October 2008
Clinton Group, Inc. 2001 - 2007
Skills
Derivatives, Hedge Funds, Fixed Income, Structured Products, Private Equity, Portfolio Management, Compliance, Securities, Capital Markets, Securitization, Alternative Investments, Structured Finance, Investment Management, Analysis, Financial Risk, Policy, Business Strategy, Data Privacy, Trading, Real Estate Transactions
Education
New York Law School 1997 — 2000
JD, Investment Management
New York University 1995 — 1997
MA, Administration
Iona College 1988 — 1993
BA, Political Science
clarkstown south high school
Christine Mo's SS&C GlobeOp Experience July 2006 - Present
Job Associate Manager at SS&C GlobeOp
Industry Financial Services
Experience
SS&C GlobeOp July 2006 - Present
Skills
Hedge Funds, Bloomberg, Derivatives, Middle Office, Equities, Fixed Income, Fund Administration, Fund Accounting
Education
Baruch College, City University of New York (CUNY) 2001 — 2004
BBA
SS&C GlobeOp July 2006 - Present
Skills
Hedge Funds, Bloomberg, Derivatives, Middle Office, Equities, Fixed Income, Fund Administration, Fund Accounting
Education
Baruch College, City University of New York (CUNY) 2001 — 2004
BBA
Juan Carlos (JC) Isaza's SS&C GlobeOp Experience April 2011 - Present
Job Director at SS&C GlobeOp Financial Services
Industry Financial Services
Experience
SS&C GlobeOp April 2011 - Present
JP Morgan April 2010 - April 2011
JPMorgan February 2009 - April 2010
Goldman, Sachs & Co. May 1996 - February 2008
Bankers Trust May 1994 - May 1996
Lehman Brothers July 1988 - May 1994
Skills
Loans, Hedge Funds, Trading, Relationship Management, Portfolio Management, Financial Services, Middle Office, Emerging Markets, Capital Markets, Credit, Syndications, Alternative Investments, Derivatives, Fixed Income, Operational Risk, Equities, Investment Banking
Education
New York University- School of Continuing and Professional Studies 2008 — 2009
Business Project Management Certificate
Baruch College, City University of New York (CUNY) 1988 — 1992
BBA, Economics, Computer Information Systems
SS&C GlobeOp April 2011 - Present
JP Morgan April 2010 - April 2011
JPMorgan February 2009 - April 2010
Goldman, Sachs & Co. May 1996 - February 2008
Bankers Trust May 1994 - May 1996
Lehman Brothers July 1988 - May 1994
Skills
Loans, Hedge Funds, Trading, Relationship Management, Portfolio Management, Financial Services, Middle Office, Emerging Markets, Capital Markets, Credit, Syndications, Alternative Investments, Derivatives, Fixed Income, Operational Risk, Equities, Investment Banking
Education
New York University- School of Continuing and Professional Studies 2008 — 2009
Business Project Management Certificate
Baruch College, City University of New York (CUNY) 1988 — 1992
BBA, Economics, Computer Information Systems
David Zweigfeld's SS&C GlobeOp Experience April 2010 - Present
Job Associate Manager at GlobeOp Financial Services
Industry Financial Services
Experience
SS&C GlobeOp April 2010 - Present
Deutsche Bank Securities April 2006 - March 2010
Argent Mortgage August 2004 - March 2006
Skills
Fixed Income, Hedge Funds, Fund Accounting, Options, Equities, Private Equity, Account Reconciliation, Middle Office, Bloomberg, Alternative Investments, Securities, Settlement, Financial Services, Prime Brokerage, Bonds, Mortgage Lending, Management, Back Office, Fund Of Funds, Trading, Debt, Derivatives, Loans, FX Options, Collateral, Swaps, Investor Relations, Credit
Education
State University of New York at Albany 2000 — 2004
Bachelor of Arts (B.A.), Economics Major w/ Business Minor
La Salle University 1999 — 2000
Undergrad
SS&C GlobeOp April 2010 - Present
Deutsche Bank Securities April 2006 - March 2010
Argent Mortgage August 2004 - March 2006
Skills
Fixed Income, Hedge Funds, Fund Accounting, Options, Equities, Private Equity, Account Reconciliation, Middle Office, Bloomberg, Alternative Investments, Securities, Settlement, Financial Services, Prime Brokerage, Bonds, Mortgage Lending, Management, Back Office, Fund Of Funds, Trading, Debt, Derivatives, Loans, FX Options, Collateral, Swaps, Investor Relations, Credit
Education
State University of New York at Albany 2000 — 2004
Bachelor of Arts (B.A.), Economics Major w/ Business Minor
La Salle University 1999 — 2000
Undergrad
Victor Tran's SS&C GlobeOp Experience September 2013 - January 2014
Job CLO Analyst
Industry Investment Banking
Experience
ICE Canyon LLC January 2014 - Present
SS&C GlobeOp September 2013 - January 2014
Ares Management April 2010 - August 2013
Deutsche Bank June 2007 - April 2010
Chase Manhattan Corporation June 2001 - June 2007
Skills
Financial Analysis, CDO, Bloomberg, Microsoft Excel, Accounting, Corporate Finance, Valuation, Asset Managment, Mutual Funds, Investments, Financial Modeling, CLO, Pricing, Leadership, Financial Statements, Internal Controls, Bonds, PowerPoint, Account Reconciliation, Cash Management, Portfolio Management, Banking, Microsoft Word, Derivatives, Alternative Investments, Hedge Funds, Cash Flow, Credit Derivatives, Management, Fixed Income, Asset Management, Data Analysis, Equities, Investment Banking, Financial Reporting, Capital Markets, QuickBooks, Securities, Finance, Structured Products, High Yield, Trading, Credit Analysis
Education
Investment Banking Institute 2013 — 2013
Investment Banking, Financial Modeling
California State University-Fullerton, Mihaylo College of Business and Economics 2002 — 2007
Bachelor, Business - Finance, Enterpreneur, International Business
University of California, Los Angeles
Veritas
ICE Canyon LLC January 2014 - Present
SS&C GlobeOp September 2013 - January 2014
Ares Management April 2010 - August 2013
Deutsche Bank June 2007 - April 2010
Chase Manhattan Corporation June 2001 - June 2007
Skills
Financial Analysis, CDO, Bloomberg, Microsoft Excel, Accounting, Corporate Finance, Valuation, Asset Managment, Mutual Funds, Investments, Financial Modeling, CLO, Pricing, Leadership, Financial Statements, Internal Controls, Bonds, PowerPoint, Account Reconciliation, Cash Management, Portfolio Management, Banking, Microsoft Word, Derivatives, Alternative Investments, Hedge Funds, Cash Flow, Credit Derivatives, Management, Fixed Income, Asset Management, Data Analysis, Equities, Investment Banking, Financial Reporting, Capital Markets, QuickBooks, Securities, Finance, Structured Products, High Yield, Trading, Credit Analysis
Education
Investment Banking Institute 2013 — 2013
Investment Banking, Financial Modeling
California State University-Fullerton, Mihaylo College of Business and Economics 2002 — 2007
Bachelor, Business - Finance, Enterpreneur, International Business
University of California, Los Angeles
Veritas
Anthony Sicilia's SS&C GlobeOp Experience June 2015 - Present
Job Associate Manager Investor Services at SS&C Globeop
Industry Financial Services
Experience
SS&C GlobeOp June 2015 - Present
RBS Markets and International Banking July 2014 - June 2015
RBS Markets & International Banking June 2012 - July 2014
Red Oak Transportation and Limousine Inc September 2011 - June 2012
UBS Investment Bank April 2006 - May 2011
Sirius Satellite Radio December 2005 - February 2006
Skills
Analysis, Management, Microsoft Excel, Project Management, Change Management, Data Analysis, Microsoft Office, Customer Service, Financial Analysis, Risk Management, Microsoft Word, PowerPoint, Strategic Planning, Process Improvement, Financial Services, Office Administration
Education
Iona College 1999 — 2004
Marketing, Business Administration and Management, General
SS&C GlobeOp June 2015 - Present
RBS Markets and International Banking July 2014 - June 2015
RBS Markets & International Banking June 2012 - July 2014
Red Oak Transportation and Limousine Inc September 2011 - June 2012
UBS Investment Bank April 2006 - May 2011
Sirius Satellite Radio December 2005 - February 2006
Skills
Analysis, Management, Microsoft Excel, Project Management, Change Management, Data Analysis, Microsoft Office, Customer Service, Financial Analysis, Risk Management, Microsoft Word, PowerPoint, Strategic Planning, Process Improvement, Financial Services, Office Administration
Education
Iona College 1999 — 2004
Marketing, Business Administration and Management, General
Jessica Baker's SS&C GlobeOp Experience January 2008 - Present
Job Assistant Manager at SS&C Technologies
Industry Financial Services
Experience
SS&C GlobeOp January 2008 - Present
SS&C Technologies January 2008 - October 2014
Charter Oak Insurance and Financial Services Co January 2004 - January 2007
Drescher Insurance Agency January 2003 - January 2004
Financial Group of CT, Inc January 2001 - January 2003
Legacy Financial Group January 1999 - January 2001
Skills
Hedge Funds, Alternative Investments, Equities, Private Equity, Bloomberg Terminal, Asset Managment, Financial Modeling, Finance, Mutual Funds, Management, Investments, Portfolio Management, Securities
Education
Central Connecticut State University
Finance; Insurance and Risk Management
SS&C GlobeOp January 2008 - Present
SS&C Technologies January 2008 - October 2014
Charter Oak Insurance and Financial Services Co January 2004 - January 2007
Drescher Insurance Agency January 2003 - January 2004
Financial Group of CT, Inc January 2001 - January 2003
Legacy Financial Group January 1999 - January 2001
Skills
Hedge Funds, Alternative Investments, Equities, Private Equity, Bloomberg Terminal, Asset Managment, Financial Modeling, Finance, Mutual Funds, Management, Investments, Portfolio Management, Securities
Education
Central Connecticut State University
Finance; Insurance and Risk Management
Nathan Gilkarov's SS&C GlobeOp Experience 2006 - 2008
Job Senior Investment Accountant at AIG
Industry Accounting
Experience
AIG November 2013 - Present
AIG March 2008 - August 2013
SS&C GlobeOp 2006 - 2008
Skills
Investment Banking, Business Process, Insurance, Requirements Gathering, Capital Markets, Business Process..., SDLC, Derivatives, Process Improvement, Financial Reporting, Risk Management, Business Analysis, Financial Modeling, Microsoft Excel, Financial Risk, Fixed Income, Valuation, Financial Analysis, Business Requirements, Equities, Requirements Analysis, Visio, Hedge Funds
Education
Harvard Extension School 2015 — 2016
The Economics of Financial Markets, Economics
Queens College 2000 — 2004
Bachelor's Degree, Honors in Economics, 3.48 GPA out of 4
AIG November 2013 - Present
AIG March 2008 - August 2013
SS&C GlobeOp 2006 - 2008
Skills
Investment Banking, Business Process, Insurance, Requirements Gathering, Capital Markets, Business Process..., SDLC, Derivatives, Process Improvement, Financial Reporting, Risk Management, Business Analysis, Financial Modeling, Microsoft Excel, Financial Risk, Fixed Income, Valuation, Financial Analysis, Business Requirements, Equities, Requirements Analysis, Visio, Hedge Funds
Education
Harvard Extension School 2015 — 2016
The Economics of Financial Markets, Economics
Queens College 2000 — 2004
Bachelor's Degree, Honors in Economics, 3.48 GPA out of 4
Frank Angelico's SS&C GlobeOp Experience March 2013 - Present
Job Associate Manager at SS&C GlobeOp
Industry Financial Services
Experience
SS&C GlobeOp March 2013 - Present
Morgan Stanley March 2012 - March 2013
HSBC; HSS Fund Services April 2010 - March 2012
HSBC; HSS Fund Services June 2007 - April 2010
HSBC; HSS Fund Services July 2006 - June 2007
The Bank of New York May 2005 - June 2006
Skills
Hedge Funds, Securities, Settlement, Compliance, Client Service, Reconciliation, Fund Administration, Fund Of Funds, Alternative Investments, Portfolio Management, Valuation, Investor Relations, Business Relationship..., Customer Relations, Operational Due..., AML, KYC, Financial Services, Account Reconciliation, Anti Money Laundering, Equities, Fixed Income
Education
Iona College 2007 — 2009
MBA, Finance
Iona College 2007 — 2009
MBA, E-Commerce/Electronic Commerce
Iona College 2000 — 2004
Certificate; Degree: Bachelor, Business Administration and Management, General
SS&C GlobeOp March 2013 - Present
Morgan Stanley March 2012 - March 2013
HSBC; HSS Fund Services April 2010 - March 2012
HSBC; HSS Fund Services June 2007 - April 2010
HSBC; HSS Fund Services July 2006 - June 2007
The Bank of New York May 2005 - June 2006
Skills
Hedge Funds, Securities, Settlement, Compliance, Client Service, Reconciliation, Fund Administration, Fund Of Funds, Alternative Investments, Portfolio Management, Valuation, Investor Relations, Business Relationship..., Customer Relations, Operational Due..., AML, KYC, Financial Services, Account Reconciliation, Anti Money Laundering, Equities, Fixed Income
Education
Iona College 2007 — 2009
MBA, Finance
Iona College 2007 — 2009
MBA, E-Commerce/Electronic Commerce
Iona College 2000 — 2004
Certificate; Degree: Bachelor, Business Administration and Management, General
Brian Ankenbrand, CPA's SS&C GlobeOp Experience September 2012 - Present
Job Partnership Accountant at SS&C Technologies
Industry Accounting
Experience
SS&C GlobeOp September 2012 - Present
London Witte Group, LLC September 2009 - September 2012
Sigecom, LLC July 1999 - September 2007
WOW! Internet Cable & Phone 1999 - 2007
Skills
Microsoft Excel, Windows, Customer Service, Microsoft Word, Outlook, Financial Reporting, PowerPoint, Microsoft Office, Budgets, Financial Analysis, Auditing, Account Reconciliation, Financial Accounting, Accounting, Access, Accounts Payable, Forecasting, Inventory Management, Payroll
Education
University of Southern Indiana 2008 — 2009
Post Baccalaureate, Accounting
Indiana University Bloomington 1992 — 1996
BA, Anthropology
SS&C GlobeOp September 2012 - Present
London Witte Group, LLC September 2009 - September 2012
Sigecom, LLC July 1999 - September 2007
WOW! Internet Cable & Phone 1999 - 2007
Skills
Microsoft Excel, Windows, Customer Service, Microsoft Word, Outlook, Financial Reporting, PowerPoint, Microsoft Office, Budgets, Financial Analysis, Auditing, Account Reconciliation, Financial Accounting, Accounting, Access, Accounts Payable, Forecasting, Inventory Management, Payroll
Education
University of Southern Indiana 2008 — 2009
Post Baccalaureate, Accounting
Indiana University Bloomington 1992 — 1996
BA, Anthropology
Genhui Liaoye's SS&C GlobeOp Experience June 2015 - Present
Job Tax Associate Private Equity at SS&C
Industry Accounting
Experience
SS&C GlobeOp June 2015 - Present
Rosenfarb LLC February 2014 - June 2015
Parameds March 2013 - February 2014
Burgiss February 2011 - May 2011
Volunteer Income Tax Assistance (VITA) January 2009 - April 2009
Controller's Office, Baruch College September 2007 - May 2008
Skills
Microsoft Office, Tax, Public Speaking, Business Planning, Financial Reporting, Financial Analysis, tax planning, Compliance, Accounting, Financial Accounting, Bank Reconciliation, Bookkeeping, QuickBooks, PowerPoint, Adobe Creative Suite, Auditing, Finance, US GAAP, Account Reconciliation, Tax Preparation, Internal Controls, GoSystems
Education
City University of New York-Baruch College 2011 — 2013
Master of Science (MS), Taxation
City University of New York-Baruch College 2007 — 2011
Bachelor of Business Administration (BBA), Accounting, Cum Laude
SS&C GlobeOp June 2015 - Present
Rosenfarb LLC February 2014 - June 2015
Parameds March 2013 - February 2014
Burgiss February 2011 - May 2011
Volunteer Income Tax Assistance (VITA) January 2009 - April 2009
Controller's Office, Baruch College September 2007 - May 2008
Skills
Microsoft Office, Tax, Public Speaking, Business Planning, Financial Reporting, Financial Analysis, tax planning, Compliance, Accounting, Financial Accounting, Bank Reconciliation, Bookkeeping, QuickBooks, PowerPoint, Adobe Creative Suite, Auditing, Finance, US GAAP, Account Reconciliation, Tax Preparation, Internal Controls, GoSystems
Education
City University of New York-Baruch College 2011 — 2013
Master of Science (MS), Taxation
City University of New York-Baruch College 2007 — 2011
Bachelor of Business Administration (BBA), Accounting, Cum Laude
Elyse Galvan's SS&C GlobeOp Experience September 2006 - Present
Job Director, at SS&C GlobeOp
Industry Financial Services
Experience
SS&C GlobeOp September 2006 - Present
Dresdner Kleinwort 2001 - 2006
BBVA September 1997 - April 2001
Scotiabank October 1988 - September 1997
Skills
SAS70, Auditing, Derivatives, Internal Audit, Operational Risk..., Fund Administration, Financial Risk
Education
Ithaca College 1981 — 1985
B.S., Finance
SS&C GlobeOp September 2006 - Present
Dresdner Kleinwort 2001 - 2006
BBVA September 1997 - April 2001
Scotiabank October 1988 - September 1997
Skills
SAS70, Auditing, Derivatives, Internal Audit, Operational Risk..., Fund Administration, Financial Risk
Education
Ithaca College 1981 — 1985
B.S., Finance
Kelli Peters's SS&C GlobeOp Experience July 2009 - August 2013
Job Studio Manager at Downtown Yoga Studios
Industry Accounting
Experience
Downtown Yoga Studios January 2014 - Present
Downtown Yoga Studios January 2014 - Present
Sacred Rivers Yoga November 2012 - July 2014
YMCA of Greater Hartford August 2013 - May 2014
SS&C GlobeOp July 2009 - August 2013
PricewaterhouseCoopers July 2008 - July 2009
Skills
Assurance, External Audit, Auditing, Financial Accounting, Financial Reporting, Tax, US GAAP, Accounting, Big 4, Financial Analysis
Education
Sacred Rivers Yoga for Everybody 2012 — 2013
Yoga Alliance 200 Hour Certification, Yoga for Everybody
Bucknell University 2004 — 2008
Bachelor of Science in Business Administration, Accounting and Finance
Downtown Yoga Studios January 2014 - Present
Downtown Yoga Studios January 2014 - Present
Sacred Rivers Yoga November 2012 - July 2014
YMCA of Greater Hartford August 2013 - May 2014
SS&C GlobeOp July 2009 - August 2013
PricewaterhouseCoopers July 2008 - July 2009
Skills
Assurance, External Audit, Auditing, Financial Accounting, Financial Reporting, Tax, US GAAP, Accounting, Big 4, Financial Analysis
Education
Sacred Rivers Yoga for Everybody 2012 — 2013
Yoga Alliance 200 Hour Certification, Yoga for Everybody
Bucknell University 2004 — 2008
Bachelor of Science in Business Administration, Accounting and Finance
Nicolo Lisciandra's SS&C GlobeOp Experience December 2009 - Present
Job Experienced Financial Controller
Industry Investment Management
Experience
SS&C GlobeOp December 2009 - Present
Copper River Management, L.P. (formerly Rocker Partners) May 1996 - November 2009
Skills
Fixed Income, Alternative Investments, Fund Accounting, Hedge Funds
Education
Kean University 1992 — 1996
Bachelor of Science, Accounting
SS&C GlobeOp December 2009 - Present
Copper River Management, L.P. (formerly Rocker Partners) May 1996 - November 2009
Skills
Fixed Income, Alternative Investments, Fund Accounting, Hedge Funds
Education
Kean University 1992 — 1996
Bachelor of Science, Accounting
Romulad Beneche,CPA's SS&C GlobeOp Experience February 2014 - May 2015
Job Business Development Professional at Gemini Hedge
Industry Financial Services
Experience
Gemini Fund Services June 2015 - Present
SS&C GlobeOp February 2014 - May 2015
Reliance Hub LLC January 2013 - February 2014
Citigroup June 2007 - December 2012
McGladrey December 2006 - June 2007
PwC October 2005 - September 2006
American Express August 2004 - October 2005
Exis Capital March 2004 - August 2004
HSBC September 2002 - January 2004
Arrow Electronics July 2001 - September 2002
Skills
Financial Accounting, Hedge Funds, Relationship Management, Financial Audits, Private Equity, Fund Accounting, Fund Administration, Fund Of Funds, Financial Analysis, Investment Management, CRM, Investments, Bloomberg, Equities, Fixed Income, Alternative Investments
Education
Baruch College, City University of New York (CUNY)
BBA, Accounting
Gemini Fund Services June 2015 - Present
SS&C GlobeOp February 2014 - May 2015
Reliance Hub LLC January 2013 - February 2014
Citigroup June 2007 - December 2012
McGladrey December 2006 - June 2007
PwC October 2005 - September 2006
American Express August 2004 - October 2005
Exis Capital March 2004 - August 2004
HSBC September 2002 - January 2004
Arrow Electronics July 2001 - September 2002
Skills
Financial Accounting, Hedge Funds, Relationship Management, Financial Audits, Private Equity, Fund Accounting, Fund Administration, Fund Of Funds, Financial Analysis, Investment Management, CRM, Investments, Bloomberg, Equities, Fixed Income, Alternative Investments
Education
Baruch College, City University of New York (CUNY)
BBA, Accounting
Michael Satcowitz's SS&C GlobeOp Experience June 2005 - April 2007
Job Manager at State Street
Industry Financial Services
Experience
International Fund Services (NA) LLC, A State Street Company July 2008 - Present
Morgan Stanley April 2007 - July 2008
SS&C GlobeOp June 2005 - April 2007
GlobeOp Financial Services July 2003 - June 2005
Citigroup January 2002 - July 2003
Merrill Lynch May 1994 - August 1996
Skills
Accounting, Fund Administration, Hedge Funds, Fund Accounting, Finance, Auditing, Fixed Income, Equities, Middle Office, Bloomberg, Alternative Investments, Derivatives, Corporate Actions, Securities, Asset Managment, Swaps, Capital Markets, Mutual Funds, Back Office, FX Options, Portfolio Management, Financial Services, Private Equity, Investments, Options, Trading, Bonds, Bloomberg Terminal, Valuation, Asset Management, Management, Fund Of Funds
Education
State University of New York College at Old Westbury 1991 — 1992
B.S., Finance
Ithaca College 1987 — 1991
Accounting and Finance
International Fund Services (NA) LLC, A State Street Company July 2008 - Present
Morgan Stanley April 2007 - July 2008
SS&C GlobeOp June 2005 - April 2007
GlobeOp Financial Services July 2003 - June 2005
Citigroup January 2002 - July 2003
Merrill Lynch May 1994 - August 1996
Skills
Accounting, Fund Administration, Hedge Funds, Fund Accounting, Finance, Auditing, Fixed Income, Equities, Middle Office, Bloomberg, Alternative Investments, Derivatives, Corporate Actions, Securities, Asset Managment, Swaps, Capital Markets, Mutual Funds, Back Office, FX Options, Portfolio Management, Financial Services, Private Equity, Investments, Options, Trading, Bonds, Bloomberg Terminal, Valuation, Asset Management, Management, Fund Of Funds
Education
State University of New York College at Old Westbury 1991 — 1992
B.S., Finance
Ithaca College 1987 — 1991
Accounting and Finance
Anthony D Cappello's SS&C GlobeOp Experience 2004 - 2009
Job Contracts Specialist
Industry Financial Services
Experience
HRA June 2014 - Present
Local Census Office April 2010 - September 2010
Treasury Services May 2004 - April 2009
SS&C GlobeOp 2004 - 2009
Snelling Personnel Services January 2001 - April 2004
Fahnestock & Co September 1998 - December 2000
Deloitte & Touche LLP March 1996 - August 1998
Skills
Equities, Hedge Funds, Derivatives, Securities, Capital Markets, Fund Accounting, Investment Banking, Middle Office, Investments, Financial Services
Education
Kingsborough Community College 1996 — 1997
Accounting
St. Francis College 1993 — 1994
Accounting
HRA June 2014 - Present
Local Census Office April 2010 - September 2010
Treasury Services May 2004 - April 2009
SS&C GlobeOp 2004 - 2009
Snelling Personnel Services January 2001 - April 2004
Fahnestock & Co September 1998 - December 2000
Deloitte & Touche LLP March 1996 - August 1998
Skills
Equities, Hedge Funds, Derivatives, Securities, Capital Markets, Fund Accounting, Investment Banking, Middle Office, Investments, Financial Services
Education
Kingsborough Community College 1996 — 1997
Accounting
St. Francis College 1993 — 1994
Accounting
Kenneth Fullerton's SS&C GlobeOp Experience 2005 - Present
Job Managing Director at GlobeOp Financial Services
Industry Financial Services
Experience
SS&C GlobeOp 2005 - Present
Education
Fordham University - Graduate School of Business Administration
Fordham University
SS&C GlobeOp 2005 - Present
Education
Fordham University - Graduate School of Business Administration
Fordham University
Scott Karp's SS&C GlobeOp Experience December 2012 - Present
Job Director, Fund Accounting & Client Financial Reporting at SS&C GlobeOp
Industry Financial Services
Experience
SS&C GlobeOp December 2012 - Present
HSBC Securities September 2009 - November 2011
Sandell Asset Management Corp. May 2007 - August 2009
PricewaterhouseCoopers January 1994 - May 2007
Education
St. John's University 1989 — 1991
MBA, Accounting
Binghamton University 1985 — 1989
BA, Economics
SS&C GlobeOp December 2012 - Present
HSBC Securities September 2009 - November 2011
Sandell Asset Management Corp. May 2007 - August 2009
PricewaterhouseCoopers January 1994 - May 2007
Education
St. John's University 1989 — 1991
MBA, Accounting
Binghamton University 1985 — 1989
BA, Economics
Colin Zilins's SS&C GlobeOp Experience 2002 - 2004
Job AM at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2007 - Present
The Bank of New York Mellon Corp 2006 - 2007
ING Investment Management 2004 - 2006
SS&C GlobeOp 2002 - 2004
Citi 2000 - 2002
UBS Global Asset Management 1996 - 2000
Skills
Hedge Funds, Fund Of Funds, Operational Risk..., Alternative Investments, Asset Management, Derivatives, Fixed Income, Investor Relations, Accounting, Mutual Funds, Trading Systems, Project Management, Business Analysis, Due Diligence, Financial Services, Trading, Equities, Bloomberg, Capital Markets, Relationship Management, CRM, Operational Risk
Education
Fordham University
Bachelor of Science (B.S.)
Gabelli School of Business; Honors Graduate
Morgan Stanley June 2007 - Present
The Bank of New York Mellon Corp 2006 - 2007
ING Investment Management 2004 - 2006
SS&C GlobeOp 2002 - 2004
Citi 2000 - 2002
UBS Global Asset Management 1996 - 2000
Skills
Hedge Funds, Fund Of Funds, Operational Risk..., Alternative Investments, Asset Management, Derivatives, Fixed Income, Investor Relations, Accounting, Mutual Funds, Trading Systems, Project Management, Business Analysis, Due Diligence, Financial Services, Trading, Equities, Bloomberg, Capital Markets, Relationship Management, CRM, Operational Risk
Education
Fordham University
Bachelor of Science (B.S.)
Gabelli School of Business; Honors Graduate
Eleanor Tedone's SS&C GlobeOp Experience July 2005 - Present
Job Senior Associate, AML Group, at SS&C GlobeOp
Industry Financial Services
Experience
SS&C GlobeOp July 2005 - Present
Skills
Microsoft Excel, PowerPoint, Great Organizer, Efficiency, Thorough Research, Credibility, Multi-skilled, Corporate Actions, Alternative Investments, Derivatives, Hedge Funds, Equities, Fund Accounting, Due Diligence, Bloomberg, AML, Anti Money Laundering, Asset Management, Risk Management, Financial Services
Education
Iona College 1981 — 1983
Business
SS&C GlobeOp July 2005 - Present
Skills
Microsoft Excel, PowerPoint, Great Organizer, Efficiency, Thorough Research, Credibility, Multi-skilled, Corporate Actions, Alternative Investments, Derivatives, Hedge Funds, Equities, Fund Accounting, Due Diligence, Bloomberg, AML, Anti Money Laundering, Asset Management, Risk Management, Financial Services
Education
Iona College 1981 — 1983
Business
Charles Carino's SS&C GlobeOp Experience June 2014 - Present
Job Associate Director at SS&C GlobeOp
Industry Financial Services
Experience
SS&C GlobeOp June 2014 - Present
UBS Investment Bank September 2013 - June 2014
UBS Investment Bank August 2009 - September 2013
UBS Investment Bank June 2006 - August 2009
UBS Investment Bank April 2004 - June 2006
Skills
Fixed Income, Trading, Bonds, Electronic Trading, Middle Office, Hedging, Bloomberg, Rates, CDS, Financial Risk, Risk Management, Treasury, Credit Derivatives, Series 63, Credit, Derivatives
Education
Eastern Connecticut State University 1999 — 2003
BA, Business Economics
SS&C GlobeOp June 2014 - Present
UBS Investment Bank September 2013 - June 2014
UBS Investment Bank August 2009 - September 2013
UBS Investment Bank June 2006 - August 2009
UBS Investment Bank April 2004 - June 2006
Skills
Fixed Income, Trading, Bonds, Electronic Trading, Middle Office, Hedging, Bloomberg, Rates, CDS, Financial Risk, Risk Management, Treasury, Credit Derivatives, Series 63, Credit, Derivatives
Education
Eastern Connecticut State University 1999 — 2003
BA, Business Economics
Kestrina Sala's SS&C GlobeOp Experience October 2009 - June 2015
Job Investor Relations at SS&C GlobeOp
Industry Financial Services
Experience
S&S Centerless Grinding, inc. June 2015 - Present
SS&C GlobeOp October 2009 - June 2015
SLAM Collaborative October 2008 - September 2009
Education
Central Connecticut State University
Bachelor's degree, Accounting
S&S Centerless Grinding, inc. June 2015 - Present
SS&C GlobeOp October 2009 - June 2015
SLAM Collaborative October 2008 - September 2009
Education
Central Connecticut State University
Bachelor's degree, Accounting
Sabrina Alexander's SS&C GlobeOp Experience May 2011 - Present
Job Senior Fund Accountant at SS&C Technologies
Industry Accounting
Experience
SS&C GlobeOp May 2011 - Present
JP Morgan Hedge Fund Services February 2010 - May 2011
JP Morgan Hedge Fund Services March 2006 - February 2010
Paloma Partners Management Company February 2001 - March 2006
Paloma Partners Management Company August 2000 - February 2001
Skills
Accounting, Financial Reporting, Financial Statements, General Ledger, Hedge Funds
Education
Campbell University 1996 — 2000
Bachelor, Business Administration; special emphasis in Accounting
SS&C GlobeOp May 2011 - Present
JP Morgan Hedge Fund Services February 2010 - May 2011
JP Morgan Hedge Fund Services March 2006 - February 2010
Paloma Partners Management Company February 2001 - March 2006
Paloma Partners Management Company August 2000 - February 2001
Skills
Accounting, Financial Reporting, Financial Statements, General Ledger, Hedge Funds
Education
Campbell University 1996 — 2000
Bachelor, Business Administration; special emphasis in Accounting
Gerard Federici's SS&C GlobeOp Experience February 2006 - March 2009
Job Owner, Essential Fund Services LLC
Industry Financial Services
Experience
Essential Fund Services LLC April 2009 - Present
SS&C GlobeOp February 2006 - March 2009
Cogent Management Inc. May 1998 - February 2006
Education
Fordham University 1988 — 1992
CBA, Accounting
Essential Fund Services LLC April 2009 - Present
SS&C GlobeOp February 2006 - March 2009
Cogent Management Inc. May 1998 - February 2006
Education
Fordham University 1988 — 1992
CBA, Accounting
Angad Dhawan's SS&C GlobeOp Experience November 2013 - Present
Job Manager at SS&C Technologies
Industry Computer Software
Experience
SS&C GlobeOp November 2013 - Present
SS&C Technologies October 2009 - Present
Micro Design Services July 2007 - October 2009
Fairleigh Dickinson University October 2004 - March 2006
Fairleigh Dickinson University September 2003 - December 2005
Fairleigh Dickinson University June 2005 - July 2005
Asyst Technologies, Inc June 2004 - December 2004
EFollet Bookstore April 2004 - October 2004
Skills
Programming, Databases, SharePoint, Quality Assurance, Microsoft SQL Server, Computer Science, Software Development, SQL, SDLC, Requirements Analysis, C#, XML, Agile Methodologies, Visual Studio, Oracle, Java, Unix Shell Scripting, Software Project..., Linux, HTML, Trading Systems, HTML 5, Red Hat Linux, Project Management, C, Unix, Analysis, ASP.NET, Web Services, C++, Statistics, Shell Scripting, Physics
Education
Fairleigh Dickinson University 2007 — 2008
Master of Science, Computer Science
Fairleigh Dickinson University 2002 — 2006
Bachelor of Science, Computer Science and Mathematics; Minor in Chemistry
SS&C GlobeOp November 2013 - Present
SS&C Technologies October 2009 - Present
Micro Design Services July 2007 - October 2009
Fairleigh Dickinson University October 2004 - March 2006
Fairleigh Dickinson University September 2003 - December 2005
Fairleigh Dickinson University June 2005 - July 2005
Asyst Technologies, Inc June 2004 - December 2004
EFollet Bookstore April 2004 - October 2004
Skills
Programming, Databases, SharePoint, Quality Assurance, Microsoft SQL Server, Computer Science, Software Development, SQL, SDLC, Requirements Analysis, C#, XML, Agile Methodologies, Visual Studio, Oracle, Java, Unix Shell Scripting, Software Project..., Linux, HTML, Trading Systems, HTML 5, Red Hat Linux, Project Management, C, Unix, Analysis, ASP.NET, Web Services, C++, Statistics, Shell Scripting, Physics
Education
Fairleigh Dickinson University 2007 — 2008
Master of Science, Computer Science
Fairleigh Dickinson University 2002 — 2006
Bachelor of Science, Computer Science and Mathematics; Minor in Chemistry
Brad Seeman's SS&C GlobeOp Experience April 2010 - Present
Job Associate Manager at SS&C GlobeOp
Industry Financial Services
Experience
SS&C GlobeOp April 2010 - Present
Columbus Avenue Consulting January 2006 - April 2010
The Bank of New York August 2004 - December 2005
Education
City University of New York-College of Staten Island 1997 — 2001
BS, Finance
SS&C GlobeOp April 2010 - Present
Columbus Avenue Consulting January 2006 - April 2010
The Bank of New York August 2004 - December 2005
Education
City University of New York-College of Staten Island 1997 — 2001
BS, Finance
Robert Maldarelli's SS&C GlobeOp Experience July 2011 - Present
Job ManagerFund Accounting at SS&C Technologies
Industry Financial Services
Experience
SS&C Technologies January 2015 - Present
SS&C GlobeOp July 2011 - Present
GlobeOp Financial Services October 2006 - July 2011
JPMorgan Chase December 2001 - October 2006
Commercial Capital Corp. May 2000 - December 2001
Independence Community Bank August 1997 - May 2000
Emigrant Mortgage Company March 1996 - August 1997
Skills
Hedge Funds, Equities, Alternative Investments, Capital Markets, Mutual Funds, Account Reconciliation, Fund Accounting, Financial Services, Accounting, Securities, Risk Management, Fund Administration, Financial Analysis, Bloomberg, Derivatives, Fixed Income, Financial Reporting, Middle Office, Asset Management, Corporate Actions, Swaps, Fund Of Funds
Education
Fordham University 1991 — 1995
BS, Business Management
SS&C Technologies January 2015 - Present
SS&C GlobeOp July 2011 - Present
GlobeOp Financial Services October 2006 - July 2011
JPMorgan Chase December 2001 - October 2006
Commercial Capital Corp. May 2000 - December 2001
Independence Community Bank August 1997 - May 2000
Emigrant Mortgage Company March 1996 - August 1997
Skills
Hedge Funds, Equities, Alternative Investments, Capital Markets, Mutual Funds, Account Reconciliation, Fund Accounting, Financial Services, Accounting, Securities, Risk Management, Fund Administration, Financial Analysis, Bloomberg, Derivatives, Fixed Income, Financial Reporting, Middle Office, Asset Management, Corporate Actions, Swaps, Fund Of Funds
Education
Fordham University 1991 — 1995
BS, Business Management
Agnieszka Wojtowicz's SS&C GlobeOp Experience October 2014 - Present
Job Senior Hedge Fund Accountant at SS&C GlobeOp
Industry Computer Software
Experience
SS&C GlobeOp October 2014 - Present
SS&C GlobeOp January 2011 - September 2014
Guilmartin, DiPiro &Sokolowski, LLC June 2010 - December 2010
Skills
Accounting, Financial Reporting, Financial Analysis, Auditing, Access, Microsoft Excel, Finance, Microsoft Word, Microsoft Office, Outlook, PowerPoint, Data Analysis, GAAP, Fund Accounting, General Ledger, US GAAP, Financial Statements, Account Reconciliation, Accruals, Customer Service, Accounting Applications
Education
The University of Connecticut School of Business 2011 — 2016
Master of Business Administration, Accounting
Central Connecticut State University 2007 — 2010
Bachelor of Science, Accounting
SS&C GlobeOp October 2014 - Present
SS&C GlobeOp January 2011 - September 2014
Guilmartin, DiPiro &Sokolowski, LLC June 2010 - December 2010
Skills
Accounting, Financial Reporting, Financial Analysis, Auditing, Access, Microsoft Excel, Finance, Microsoft Word, Microsoft Office, Outlook, PowerPoint, Data Analysis, GAAP, Fund Accounting, General Ledger, US GAAP, Financial Statements, Account Reconciliation, Accruals, Customer Service, Accounting Applications
Education
The University of Connecticut School of Business 2011 — 2016
Master of Business Administration, Accounting
Central Connecticut State University 2007 — 2010
Bachelor of Science, Accounting
Susan Considine's SS&C GlobeOp Experience July 2008 - September 2009
Job Trade Support Analyst
Industry Investment Banking
Experience
RBC Capital Markets October 2009 - Present
SS&C GlobeOp July 2008 - September 2009
Barclays February 2004 - May 2008
Weill Medical College of Cornell University August 2000 - January 2004
Memorial Sloan Kettering Cancer Center June 1996 - September 1997
Skills
Electronic Trading, Proprietary Trading, Bloomberg, Hedge Funds, Trading, Fixed Income, Middle Office, Trading Systems, Account Reconciliation, Options, Derivatives, Equities, Securities, Capital Markets, Investment Banking, Finance, Bonds, Settlement, Mutual Funds, Financial Services, Financial Markets, Series 7, Back Office
Education
State University of New York at Binghamton 1995 — 1998
Bachelor of Arts (B.A.), Psychology with a concentration in Biology
Binghamton University
RBC Capital Markets October 2009 - Present
SS&C GlobeOp July 2008 - September 2009
Barclays February 2004 - May 2008
Weill Medical College of Cornell University August 2000 - January 2004
Memorial Sloan Kettering Cancer Center June 1996 - September 1997
Skills
Electronic Trading, Proprietary Trading, Bloomberg, Hedge Funds, Trading, Fixed Income, Middle Office, Trading Systems, Account Reconciliation, Options, Derivatives, Equities, Securities, Capital Markets, Investment Banking, Finance, Bonds, Settlement, Mutual Funds, Financial Services, Financial Markets, Series 7, Back Office
Education
State University of New York at Binghamton 1995 — 1998
Bachelor of Arts (B.A.), Psychology with a concentration in Biology
Binghamton University
Dylan Falvey's SS&C GlobeOp Experience July 2014 - Present
Job SS&C GlobeOp
Industry Financial Services
Experience
SS&C GlobeOp July 2014 - Present
Comtex News Network September 2013 - July 2014
Secondcap America, LLC July 2011 - September 2013
Rodman and Renshaw September 2010 - February 2011
American Express May 2008 - August 2008
CoffeyPugliese Inc. May 2007 - August 2007
ANC Sports April 2005 - August 2005
Skills
Series 7, Series 63, Series 24, Series 99, Equities, Due Diligence, Portfolio Management, Private Equity, FINRA
Education
Fairfield University 2005 — 2009
BS, Management, Marketing, Finance
SS&C GlobeOp July 2014 - Present
Comtex News Network September 2013 - July 2014
Secondcap America, LLC July 2011 - September 2013
Rodman and Renshaw September 2010 - February 2011
American Express May 2008 - August 2008
CoffeyPugliese Inc. May 2007 - August 2007
ANC Sports April 2005 - August 2005
Skills
Series 7, Series 63, Series 24, Series 99, Equities, Due Diligence, Portfolio Management, Private Equity, FINRA
Education
Fairfield University 2005 — 2009
BS, Management, Marketing, Finance
Alina Kedzierska's SS&C GlobeOp Experience April 2014 - Present
Job Associate Manager at SS&C GlobeOp
Industry Financial Services
Experience
SS&C GlobeOp April 2014 - Present
Citco Fund Services July 2013 - April 2014
NEUROLOGY CONSULTANTS OF NEW YORK, P.C. New York, NY May 2011 - September 2011
KBC Financial Products February 2006 - December 2008
HVB July 2003 - October 2005
International Fund Services (Ireland) Ltd, A State Street Company August 2000 - July 2003
THE BANK OF TOKYO March 1999 - July 2000
Capital Markets Group's Back Office February 1995 - February 1999
BANKERS TRUST COMPANY March 1994 - February 1995
Ministry of Foreign Trade, Warsaw, Poland May 1989 - September 1989
Skills
Equities, Financial Reporting, Back Office, Bonds, FX, Financial Analysis, Fund Administration, Derivatives, Hedge Funds, Options, FX Options, Trading, Swaps, Portfolio Management, Fixed Income, Middle Office
Education
Baruch College 2011 — 2012
Financial Statement Analysis and Securities Valuation
Pace University - Lubin School of Business 1992 — 1994
BBA, International Management
Warsaw School of Economics 1985 — 1989
Combined B.A./M.B.A, Foreign Trade
SS&C GlobeOp April 2014 - Present
Citco Fund Services July 2013 - April 2014
NEUROLOGY CONSULTANTS OF NEW YORK, P.C. New York, NY May 2011 - September 2011
KBC Financial Products February 2006 - December 2008
HVB July 2003 - October 2005
International Fund Services (Ireland) Ltd, A State Street Company August 2000 - July 2003
THE BANK OF TOKYO March 1999 - July 2000
Capital Markets Group's Back Office February 1995 - February 1999
BANKERS TRUST COMPANY March 1994 - February 1995
Ministry of Foreign Trade, Warsaw, Poland May 1989 - September 1989
Skills
Equities, Financial Reporting, Back Office, Bonds, FX, Financial Analysis, Fund Administration, Derivatives, Hedge Funds, Options, FX Options, Trading, Swaps, Portfolio Management, Fixed Income, Middle Office
Education
Baruch College 2011 — 2012
Financial Statement Analysis and Securities Valuation
Pace University - Lubin School of Business 1992 — 1994
BBA, International Management
Warsaw School of Economics 1985 — 1989
Combined B.A./M.B.A, Foreign Trade
Steven Castello's SS&C GlobeOp Experience October 2015 - Present
Job SS&C GlobeOp Hedge Fund Services
Industry Financial Services
Experience
SS&C GlobeOp October 2015 - Present
JPMorgan Chase March 2013 - September 2015
Skills
Bloomberg, Derivatives, Equities, Financial Analysis, Investments, Microsoft Excel, Data Analysis, Analysis, Hedge Funds
Education
Florida State University - College of Business 2007 — 2011
Bachelor's degree, Finance, General
SS&C GlobeOp October 2015 - Present
JPMorgan Chase March 2013 - September 2015
Skills
Bloomberg, Derivatives, Equities, Financial Analysis, Investments, Microsoft Excel, Data Analysis, Analysis, Hedge Funds
Education
Florida State University - College of Business 2007 — 2011
Bachelor's degree, Finance, General
David Piasio's SS&C GlobeOp Experience May 2004 - Present
Job Associate DirectorOperations & Account Control at SS&C GlobeOp
Industry Financial Services
Experience
SS&C GlobeOp May 2004 - Present
Skills
Middle Office, Back Office, Equities, Fixed Income, Futures, Corporate Actions, Operational Due..., Cash Management, Settlement, Operational Risk, Process Improvement, SAS70, Account Reconciliation, Prime Brokerage, Hedge Funds, Operations Management, Fund Administration, Bloomberg, Fund Of Funds, Securities, Options, Financial Services, AML, Foreign Exchange, Operational Risk..., Relationship Management, Client Services, Due Diligence, Investor Relations
Education
Fordham University 1996 — 2000
Bachelors, Business Administration
Xavier High School 1992 — 1996
SS&C GlobeOp May 2004 - Present
Skills
Middle Office, Back Office, Equities, Fixed Income, Futures, Corporate Actions, Operational Due..., Cash Management, Settlement, Operational Risk, Process Improvement, SAS70, Account Reconciliation, Prime Brokerage, Hedge Funds, Operations Management, Fund Administration, Bloomberg, Fund Of Funds, Securities, Options, Financial Services, AML, Foreign Exchange, Operational Risk..., Relationship Management, Client Services, Due Diligence, Investor Relations
Education
Fordham University 1996 — 2000
Bachelors, Business Administration
Xavier High School 1992 — 1996
Sonny Choi, CPA's SS&C GlobeOp Experience August 2004 - August 2009
Job Principal at Sonny Choi, CPA
Industry Accounting
Experience
Sonny Choi, CPA January 2011 - Present
Aspen Advisors LLC August 2009 - September 2011
SS&C GlobeOp August 2004 - August 2009
Skills
Accounting, Tax, Start-ups, Private Equity, Financial Analysis, Hedge Funds, Financial Reporting, Auditing, Asset Management, Valuation, Small Business, Equities, Investments, Alternative Investments, Internal Controls, Financial Services, Fixed Income, Derivatives, Fund Of Funds
Education
Baruch College, City University of New York (CUNY) 1994 — 1997
Bachelor of Business Administration (BBA), Accounting
Sonny Choi, CPA January 2011 - Present
Aspen Advisors LLC August 2009 - September 2011
SS&C GlobeOp August 2004 - August 2009
Skills
Accounting, Tax, Start-ups, Private Equity, Financial Analysis, Hedge Funds, Financial Reporting, Auditing, Asset Management, Valuation, Small Business, Equities, Investments, Alternative Investments, Internal Controls, Financial Services, Fixed Income, Derivatives, Fund Of Funds
Education
Baruch College, City University of New York (CUNY) 1994 — 1997
Bachelor of Business Administration (BBA), Accounting
Marilou Escoto - Lodevico's SS&C GlobeOp Experience September 2013 - Present
Job Senior Fund Accountant at SS&C GlobeOp
Industry Financial Services
Experience
SS&C GlobeOp September 2013 - Present
Ares Management September 2011 - September 2013
Macquarie Group November 2005 - September 2011
Bank of America 1999 - 2005
Bank of America 1992 - 1999
Education
Far Eastern University
Bachelor of Science in Commerce, Major in Accounting
SS&C GlobeOp September 2013 - Present
Ares Management September 2011 - September 2013
Macquarie Group November 2005 - September 2011
Bank of America 1999 - 2005
Bank of America 1992 - 1999
Education
Far Eastern University
Bachelor of Science in Commerce, Major in Accounting
Corina Cioroianu's SS&C GlobeOp Experience February 2011 - November 2013
Job Marketing Manager
Industry Financial Services
Experience
Sprinklr December 2013 - December 2014
SS&C GlobeOp February 2011 - November 2013
Nina McLemore, Inc. April 2010 - December 2010
Cutie Pie Baby February 2007 - December 2009
Beyondbond, Inc. June 2005 - December 2006
Skills
Alternative Investments, Marketing Communications, Fixed Income, Equities, Portfolio Management, Microsoft Office, Project Management, Marketing Campaign..., Event Planning, Adobe Creative Suite, Basecamp, Email Marketing, Digital Marketing, Marketing Strategy, Online Marketing, Product Marketing, Marketing Management, Investments, Investor Relations, Market Research
Education
City University of New York 2003 — 2005
Associate's Degree, Retail Merchandising: Marketing
University of Craiova, Romania 1999 — 2003
Bachelor's Degree, Accounting
Sprinklr December 2013 - December 2014
SS&C GlobeOp February 2011 - November 2013
Nina McLemore, Inc. April 2010 - December 2010
Cutie Pie Baby February 2007 - December 2009
Beyondbond, Inc. June 2005 - December 2006
Skills
Alternative Investments, Marketing Communications, Fixed Income, Equities, Portfolio Management, Microsoft Office, Project Management, Marketing Campaign..., Event Planning, Adobe Creative Suite, Basecamp, Email Marketing, Digital Marketing, Marketing Strategy, Online Marketing, Product Marketing, Marketing Management, Investments, Investor Relations, Market Research
Education
City University of New York 2003 — 2005
Associate's Degree, Retail Merchandising: Marketing
University of Craiova, Romania 1999 — 2003
Bachelor's Degree, Accounting
Zina Garber's SS&C GlobeOp Experience May 2015 - Present
Job VP at Bank of New York Mellon
Industry Financial Services
Experience
SS&C GlobeOp May 2015 - Present
Bank of New York Mellon 2011 - June 2015
State Street 2008 - 2011
Lehman Brothers 2007 - 2008
Citco Fund Services 2003 - 2007
Education
Brooklyn College 1997 — 2001
BS, Accounting
SS&C GlobeOp May 2015 - Present
Bank of New York Mellon 2011 - June 2015
State Street 2008 - 2011
Lehman Brothers 2007 - 2008
Citco Fund Services 2003 - 2007
Education
Brooklyn College 1997 — 2001
BS, Accounting
Erik Otterbein's SS&C GlobeOp Experience March 2013 - March 2014
Job CPA
Industry Financial Services
Experience
The Hampshire Companies April 2014 - Present
SS&C GlobeOp March 2013 - March 2014
Rothstein Kass June 2007 - February 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML, Budgets, Public Speaking, C++, C, Editing, Strategic Planning, Negotiation, Java, Accounting, CPA, Financial Reporting, Private Equity, Financial Modeling
Education
Fordham University 2000 — 2004
BS, Business/Accounting
The Hampshire Companies April 2014 - Present
SS&C GlobeOp March 2013 - March 2014
Rothstein Kass June 2007 - February 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML, Budgets, Public Speaking, C++, C, Editing, Strategic Planning, Negotiation, Java, Accounting, CPA, Financial Reporting, Private Equity, Financial Modeling
Education
Fordham University 2000 — 2004
BS, Business/Accounting
James Dumarot's SS&C GlobeOp Experience February 2014 - Present
Job Accountant CPA Candidate
Industry Accounting
Experience
SS&C GlobeOp February 2014 - Present
Jones Lang LaSalle December 2013 - February 2014
KCS West, Inc. September 2013 - December 2013
Children's Institute, Inc. January 2013 - April 2013
California State University, Los Angeles October 2012 - April 2013
California Institute of Technology at The Athenaeum June 2011 - December 2012
United States Marine Corps February 2003 - February 2005
Skills
Accounting, Financial Reporting, Accounts Receivable, Financial Accounting, Outlook, Microsoft Excel, PowerPoint, Teamwork, Microsoft Word, Microsoft Office, Customer Service, Windows, Research, Tax Preparation, Tax Returns, Communication, JD Edwards, Geneva, TNR
Education
California State University - Los Angeles 2010 — 2013
Bachelors Degree, Business Admin. (BS) Option in Accounting
Mount San Antonio College 2008 — 2010
General Education
Le Cordon Bleu College of Culinary Arts-Pasadena 2006 — 2007
SS&C GlobeOp February 2014 - Present
Jones Lang LaSalle December 2013 - February 2014
KCS West, Inc. September 2013 - December 2013
Children's Institute, Inc. January 2013 - April 2013
California State University, Los Angeles October 2012 - April 2013
California Institute of Technology at The Athenaeum June 2011 - December 2012
United States Marine Corps February 2003 - February 2005
Skills
Accounting, Financial Reporting, Accounts Receivable, Financial Accounting, Outlook, Microsoft Excel, PowerPoint, Teamwork, Microsoft Word, Microsoft Office, Customer Service, Windows, Research, Tax Preparation, Tax Returns, Communication, JD Edwards, Geneva, TNR
Education
California State University - Los Angeles 2010 — 2013
Bachelors Degree, Business Admin. (BS) Option in Accounting
Mount San Antonio College 2008 — 2010
General Education
Le Cordon Bleu College of Culinary Arts-Pasadena 2006 — 2007
Lidia Reitano's SS&C GlobeOp Experience July 2004 - February 2014
Job Hedge Fund Controller at Kemnay
Industry Financial Services
Experience
Kemnay March 2014 - Present
SS&C GlobeOp July 2004 - February 2014
Skills
Fund Accounting, Hedge Funds, Corporate Actions, Equities, Fixed Income, Swaps, Settlement, Options, Fund Administration, NAV, Hedge Accounting, Derivatives, Portfolio Management, Middle Office, Account Reconciliation
Education
Iona College 2002 — 2004
BS, Finance, General
Manhattanville College 2000 — 2002
Kemnay March 2014 - Present
SS&C GlobeOp July 2004 - February 2014
Skills
Fund Accounting, Hedge Funds, Corporate Actions, Equities, Fixed Income, Swaps, Settlement, Options, Fund Administration, NAV, Hedge Accounting, Derivatives, Portfolio Management, Middle Office, Account Reconciliation
Education
Iona College 2002 — 2004
BS, Finance, General
Manhattanville College 2000 — 2002
Stephen Auresto's SS&C GlobeOp Experience February 2012 - Present
Job Associate Director at SS&C GlobeOp
Industry Financial Services
Experience
SS&C GlobeOp February 2012 - Present
PHIDIAS CAPITAL MANAGEMENT, LLC December 2008 - January 2012
ANDOR CAPITAL MANAGEMENT, LLC May 2003 - December 2008
INVESTORS BANK AND TRUST COMPANY July 2001 - May 2003
Skills
Mutual Funds, Trading, Fund Accounting, Financial Services, Hedge Funds, Equities, Bloomberg, Derivatives, Fixed Income, Alternative Investments, Asset Management, Securities, Investments, Capital Markets, Portfolio Management
Education
Bryant University 1997 — 2001
Bachelor of Science, Business Administration; Finance
SS&C GlobeOp February 2012 - Present
PHIDIAS CAPITAL MANAGEMENT, LLC December 2008 - January 2012
ANDOR CAPITAL MANAGEMENT, LLC May 2003 - December 2008
INVESTORS BANK AND TRUST COMPANY July 2001 - May 2003
Skills
Mutual Funds, Trading, Fund Accounting, Financial Services, Hedge Funds, Equities, Bloomberg, Derivatives, Fixed Income, Alternative Investments, Asset Management, Securities, Investments, Capital Markets, Portfolio Management
Education
Bryant University 1997 — 2001
Bachelor of Science, Business Administration; Finance
Petula Martinson's SS&C GlobeOp Experience 2008 - Present
Job Fund Accountant
Industry Financial Services
Experience
SS&C GlobeOp 2008 - Present
UnitedHealth Group February 2013 - September 2013
UnitedHealth Group 2005 - 2008
CSC 2001 - 2004
Skills
Valuation, Accounting, Alternative Investments, Asset Management, Investments, Financial Services, Corporate Actions, Financial Accounting, Financial Risk, Hedge Funds, Bloomberg, Equities, Fixed Income, Derivatives, Securities
Education
University of Hartford 2005 — 2008
Master of Business Administration (MBA), Finance, General
Central Connecticut State University 2001 — 2005
Bachelor of Arts (BA), Economics
SS&C GlobeOp 2008 - Present
UnitedHealth Group February 2013 - September 2013
UnitedHealth Group 2005 - 2008
CSC 2001 - 2004
Skills
Valuation, Accounting, Alternative Investments, Asset Management, Investments, Financial Services, Corporate Actions, Financial Accounting, Financial Risk, Hedge Funds, Bloomberg, Equities, Fixed Income, Derivatives, Securities
Education
University of Hartford 2005 — 2008
Master of Business Administration (MBA), Finance, General
Central Connecticut State University 2001 — 2005
Bachelor of Arts (BA), Economics
Anna Grier- Moore's SS&C GlobeOp Experience October 2006 - Present
Job Senior Associate Accounts Payable at GlobeOp Financial Services
Industry Financial Services
Experience
SS&C GlobeOp October 2006 - Present
Education
CUNY Bronx Community College
Accounting
SS&C GlobeOp October 2006 - Present
Education
CUNY Bronx Community College
Accounting
Bill Steffens's SS&C GlobeOp Experience November 2014 - Present
Job Senior Fund Accountant at SS&C GlobeOp
Industry Accounting
Experience
SS&C GlobeOp November 2014 - Present
U.S. Bank January 2013 - October 2014
Skills
Accounting, Financial Analysis, Financial Accounting, Auditing, Financial Reporting, Microsoft Excel, Tax, Internal Controls, Microsoft Office, PowerPoint, Corporate Finance, Bloomberg, Fund Accounting, Fund Administration
Education
Lehigh University 2011 — 2012
Master's degree, Accounting
Lehigh University 2007 — 2011
Bachelor's degree, Accounting and Finance
SS&C GlobeOp November 2014 - Present
U.S. Bank January 2013 - October 2014
Skills
Accounting, Financial Analysis, Financial Accounting, Auditing, Financial Reporting, Microsoft Excel, Tax, Internal Controls, Microsoft Office, PowerPoint, Corporate Finance, Bloomberg, Fund Accounting, Fund Administration
Education
Lehigh University 2011 — 2012
Master's degree, Accounting
Lehigh University 2007 — 2011
Bachelor's degree, Accounting and Finance
Ted Singer's SS&C GlobeOp Experience May 2010 - September 2010
Job Associate at Goldman Sachs
Industry Computer Software
Experience
Goldman Sachs August 2015 - Present
Bank of America February 2013 - July 2015
DeputyEye June 2012 - February 2013
California Institute of Technology June 2011 - September 2011
SS&C GlobeOp May 2010 - September 2010
Skills
Python, Scala, Linux, Mathematics, SQL, Data Analysis, Algorithms
Education
California Institute of Technology
Applied and Computational Mathematics
Goldman Sachs August 2015 - Present
Bank of America February 2013 - July 2015
DeputyEye June 2012 - February 2013
California Institute of Technology June 2011 - September 2011
SS&C GlobeOp May 2010 - September 2010
Skills
Python, Scala, Linux, Mathematics, SQL, Data Analysis, Algorithms
Education
California Institute of Technology
Applied and Computational Mathematics
Bruce Kimbark's SS&C GlobeOp Experience March 2007 - October 2011
Job Alternative Investments Investor Relations
Industry Financial Services
Experience
Oppenheimer & Co. Inc. April 2015 - Present
Morgan Stanley Fund Services October 2011 - March 2015
SS&C GlobeOp March 2007 - October 2011
Education
Fordham University 2002 — 2006
Bachelor of Arts (BA), Mathematics
Fordham University 2002 — 2006
Bachelor of Arts (BA), Economics
Oppenheimer & Co. Inc. April 2015 - Present
Morgan Stanley Fund Services October 2011 - March 2015
SS&C GlobeOp March 2007 - October 2011
Education
Fordham University 2002 — 2006
Bachelor of Arts (BA), Mathematics
Fordham University 2002 — 2006
Bachelor of Arts (BA), Economics
Blerina Tafani's SS&C GlobeOp Experience December 2009 - Present
Job Senior Fund Accountant at SS&C GlobeOp
Industry Financial Services
Experience
SS&C Fund Services December 2009 - Present
SS&C GlobeOp December 2009 - Present
International Fund Services April 2007 - May 2009
Beau Dietl & Company January 2007 - April 2007
Manhattan Contracting Corp August 2005 - November 2006
Education
Bernard M. Baruch College
Bachelor of Science Degree, Accounting
Kingsborough Community College
Associates Degrees, Accounting
SS&C Fund Services December 2009 - Present
SS&C GlobeOp December 2009 - Present
International Fund Services April 2007 - May 2009
Beau Dietl & Company January 2007 - April 2007
Manhattan Contracting Corp August 2005 - November 2006
Education
Bernard M. Baruch College
Bachelor of Science Degree, Accounting
Kingsborough Community College
Associates Degrees, Accounting
Grazyna Bakun's SS&C GlobeOp Experience February 2014 - Present
Job Associate Manager at SS&C GlobeOp
Industry Financial Services
Experience
SS&C GlobeOp February 2014 - Present
Morgan Stanley May 2010 - September 2012
Deutsche Bank September 2009 - May 2010
The Blackstone Group July 2006 - February 2008
Education
Drew University
Bachelor of Arts (BA), Economics
SS&C GlobeOp February 2014 - Present
Morgan Stanley May 2010 - September 2012
Deutsche Bank September 2009 - May 2010
The Blackstone Group July 2006 - February 2008
Education
Drew University
Bachelor of Arts (BA), Economics
Shana Stimpson's SS&C GlobeOp Experience January 2013 - Present
Job Fund Accountant at SS&C GlobeOp
Industry Financial Services
Experience
SS&C GlobeOp January 2013 - Present
The Hartford October 2011 - January 2013
Retail Brand Alliance November 2010 - January 2011
Allstate Record Center May 2009 - August 2009
Skills
Accounting, Account Reconciliation, Fund Accounting, Microsoft Excel, hedge funds, auditing, Journal Entries, GAAP, Bloomberg, corporate actions, US GAAP, Accounts Receivable, PowerPoint, Microsoft Office
Education
American International College 2011 — 2013
Master's of Science in Accounting and Taxation (MSAT), Accounting and taxation
American International College 2007 — 2011
Bachelor's degree, Accounting
SS&C GlobeOp January 2013 - Present
The Hartford October 2011 - January 2013
Retail Brand Alliance November 2010 - January 2011
Allstate Record Center May 2009 - August 2009
Skills
Accounting, Account Reconciliation, Fund Accounting, Microsoft Excel, hedge funds, auditing, Journal Entries, GAAP, Bloomberg, corporate actions, US GAAP, Accounts Receivable, PowerPoint, Microsoft Office
Education
American International College 2011 — 2013
Master's of Science in Accounting and Taxation (MSAT), Accounting and taxation
American International College 2007 — 2011
Bachelor's degree, Accounting
Ron Freytag's SS&C GlobeOp Experience November 2009 - Present
Job Assistant Manager at SS&C GlobeOp
Industry Financial Services
Experience
SS&C GlobeOp November 2009 - Present
Skills
Strategy and Analysis, Accounting Policies and..., Interpersonal Relations, Leadership and..., Process Improvement, Problem Management, New Business Development, Fixed Income, Internal Controls, Leadership, Management, Portfolio Management
Education
Boston College 1998 — 2001
Bachelor's degree, Finance
SS&C GlobeOp November 2009 - Present
Skills
Strategy and Analysis, Accounting Policies and..., Interpersonal Relations, Leadership and..., Process Improvement, Problem Management, New Business Development, Fixed Income, Internal Controls, Leadership, Management, Portfolio Management
Education
Boston College 1998 — 2001
Bachelor's degree, Finance
Sarrena Lombard's SS&C GlobeOp Experience 2011 - 2013
Job Firefighter/EMTB at Town of Farmington
Industry Financial Services
Experience
Farmington Volunteer Fire Department June 2014 - Present
Simsbury Fire District April 2014 - Present
Town of Farmington December 2012 - Present
East Farmington Volunteer Fire Department June 2011 - June 2014
Aftermath Services Crime Scene Clean Up and Biohazard Removal Specialists October 2013 - April 2014
SS&C GlobeOp 2011 - 2013
Fayetteville Fire Department November 2007 - January 2011
Syracuse University February 2002 - September 2010
Skills
Auditing, Contract Management, Emergency Management, Fire Suppression Systems, First Responder, Fire Prevention, Supervisory Skills, AED, Cpr Certified, Public Safety, Risk Assessment, First Aid, Emergency Services, Homeland Security, EMS, Disaster Response, Firefighting, Hazardous Materials
Education
State University of New York College of Environmental Sciences and Forestry 1997 — 1999
Environmental Biology
Cazenovia College 1995 — 1997
Associate of Arts and Sciences (AAS), Agricultural Business and Management
Farmington Volunteer Fire Department June 2014 - Present
Simsbury Fire District April 2014 - Present
Town of Farmington December 2012 - Present
East Farmington Volunteer Fire Department June 2011 - June 2014
Aftermath Services Crime Scene Clean Up and Biohazard Removal Specialists October 2013 - April 2014
SS&C GlobeOp 2011 - 2013
Fayetteville Fire Department November 2007 - January 2011
Syracuse University February 2002 - September 2010
Skills
Auditing, Contract Management, Emergency Management, Fire Suppression Systems, First Responder, Fire Prevention, Supervisory Skills, AED, Cpr Certified, Public Safety, Risk Assessment, First Aid, Emergency Services, Homeland Security, EMS, Disaster Response, Firefighting, Hazardous Materials
Education
State University of New York College of Environmental Sciences and Forestry 1997 — 1999
Environmental Biology
Cazenovia College 1995 — 1997
Associate of Arts and Sciences (AAS), Agricultural Business and Management
Justin DeVito's SS&C GlobeOp Experience October 2012 - Present
Job Fund Accountant at OchZiff Capital Management
Industry Financial Services
Experience
Och-Ziff Capital Management September 2014 - Present
SS&C GlobeOp October 2012 - Present
SS&C GlobeOp January 2011 - September 2012
Cutwater Asset Management November 2009 - December 2010
Skills
Fund Accounting, Hedge Funds, Fund Of Funds, Financial Statements, Account Reconciliation, Partnership Accounting, Microsoft Excel, Fund Administration
Education
Lehigh University 2005 — 2008
Bachelor of Science, Accounting and Finance
Pace University 2008 — 2010
Master of Business Administration (MBA), Accounting
Och-Ziff Capital Management September 2014 - Present
SS&C GlobeOp October 2012 - Present
SS&C GlobeOp January 2011 - September 2012
Cutwater Asset Management November 2009 - December 2010
Skills
Fund Accounting, Hedge Funds, Fund Of Funds, Financial Statements, Account Reconciliation, Partnership Accounting, Microsoft Excel, Fund Administration
Education
Lehigh University 2005 — 2008
Bachelor of Science, Accounting and Finance
Pace University 2008 — 2010
Master of Business Administration (MBA), Accounting
Janice Maye's SS&C GlobeOp Experience May 2005 - May 2007
Job Health, Wellness and Fitness Professional
Industry Health, Wellness and Fitness
Experience
Camelot of Staten Island, Inc.. May 2014 - Present
Reality House, Inc. March 2010 - March 2014
Reality House, Inc. February 2008 - June 2010
SS&C GlobeOp May 2005 - May 2007
New York City Transit January 2002 - July 2003
Skills
Office Administration, Human Resources, Legal Research, •Microsoft Word,..., Type 50 WPM, Travel & Expense..., Outlook, Data Entry, Payroll, Training, Interviews, Case Management, Community Outreach, Budgets, Access, Public Speaking
Education
City University of New York-John Jay College of Criminal Justice 2005 — 2007
Bachelor of Arts (BA), Criminal Justice Studies
Borough of Manhattan Community College 2003 — 2005
Liberal Arts and Sciences/Liberal Studies
Camelot of Staten Island, Inc.. May 2014 - Present
Reality House, Inc. March 2010 - March 2014
Reality House, Inc. February 2008 - June 2010
SS&C GlobeOp May 2005 - May 2007
New York City Transit January 2002 - July 2003
Skills
Office Administration, Human Resources, Legal Research, •Microsoft Word,..., Type 50 WPM, Travel & Expense..., Outlook, Data Entry, Payroll, Training, Interviews, Case Management, Community Outreach, Budgets, Access, Public Speaking
Education
City University of New York-John Jay College of Criminal Justice 2005 — 2007
Bachelor of Arts (BA), Criminal Justice Studies
Borough of Manhattan Community College 2003 — 2005
Liberal Arts and Sciences/Liberal Studies
Robert Kadel's SS&C GlobeOp Experience May 2012 - September 2012
Job Financial Service Associate at New York Commercial Bank
Industry Banking
Experience
New York Commercial Bank August 2013 - Present
New York Community Bank November 2012 - August 2013
SS&C GlobeOp May 2012 - September 2012
Education
Farmingdale State University of New York 2009 — 2013
Bachelor of Science (BS), Business Management/ Finance
New York Commercial Bank August 2013 - Present
New York Community Bank November 2012 - August 2013
SS&C GlobeOp May 2012 - September 2012
Education
Farmingdale State University of New York 2009 — 2013
Bachelor of Science (BS), Business Management/ Finance
Insight Global
Alliance Data
DST Systems
SunGard Availability Services
Perficient
Mphasis
Hexaware Technologies
Pearson VUE