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
ReAnna Hart ReAnna Hart's SS&C GlobeOp Experience November 2014 - Present
Job Investor Services Associate at SS&C GlobeOp
Industry Public Relations and Communications
Experience
SS&C GlobeOp November 2014 - Present
Education
University of Southern Indiana 2011 — 2013
Bachelor of Science in Public Relations and Advertising
Madisonville Community College 2009 — 2011
Associate of Arts and Associate of Science
Hopkins County Central High School 2005 — 2009
Honors
SS&C GlobeOp November 2014 - Present
Education
University of Southern Indiana 2011 — 2013
Bachelor of Science in Public Relations and Advertising
Madisonville Community College 2009 — 2011
Associate of Arts and Associate of Science
Hopkins County Central High School 2005 — 2009
Honors
Abby Foreman's SS&C GlobeOp Experience August 2014 - Present
Job HR/ Talent Acquisition Coordinator at SS&C GlobeOp
Industry Human Resources
Experience
SS&C GlobeOp August 2014 - Present
Stewart Title: PropertyInfo Corporation August 2013 - August 2014
Baltimore Research November 2012 - August 2013
Skills
Recruiting, Employee Relations, Onboarding, Applicant Tracking..., New Hire Orientations, Taleo, Sourcing, Databases, Talent Acquisition, Social Media Marketing, Social Networking, Microsoft Office, Social Media, Training, Public Speaking, Human Resources, Microsoft Word, Planning & Scheduling, PowerPoint, Facebook, Customer Service, Microsoft Excel, Leadership, Client Relations, E-verify, I-9 Compliance, Legal Compliance
Education
Towson University
Bachelor of Science, Psychology
SS&C GlobeOp August 2014 - Present
Stewart Title: PropertyInfo Corporation August 2013 - August 2014
Baltimore Research November 2012 - August 2013
Skills
Recruiting, Employee Relations, Onboarding, Applicant Tracking..., New Hire Orientations, Taleo, Sourcing, Databases, Talent Acquisition, Social Media Marketing, Social Networking, Microsoft Office, Social Media, Training, Public Speaking, Human Resources, Microsoft Word, Planning & Scheduling, PowerPoint, Facebook, Customer Service, Microsoft Excel, Leadership, Client Relations, E-verify, I-9 Compliance, Legal Compliance
Education
Towson University
Bachelor of Science, Psychology
Jeff Gerard'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
BNY Mellon July 2010 - May 2013
Skills
Mutual Funds, Alternative Investments, Hedge Funds, Equities, Financial Services
Education
St. John's University 2001 — 2005
"Bachelor of Arts", Psychology
SS&C GlobeOp May 2013 - Present
BNY Mellon July 2010 - May 2013
Skills
Mutual Funds, Alternative Investments, Hedge Funds, Equities, Financial Services
Education
St. John's University 2001 — 2005
"Bachelor of Arts", Psychology
Waleed Chaudhry's SS&C GlobeOp Experience November 2012 - July 2015
Job MBA Candidate | Ross School of Business
Industry Financial Services
Experience
University of Michigan Ross School of Business August 2015 - Present
SS&C GlobeOp November 2012 - July 2015
Bell June 2012 - October 2012
Skills
Analysis, Microsoft Excel, Corporate Finance, Financial Analysis, Accounting, Finance, Data Analysis, Financial Accounting, Bloomberg, Sales, Financial Modeling, Forecasting, Financial Reporting, Valuation, Economics, Risk Management, Management Control, Project Management, Performance Management, Documentations, Business Requirements, User Requirements, Relationship Management, Building Relationships, Change Management, Troubleshooting, Problem Solving, Negotiation, Conflict Resolution, Employee Training, Development Of Employees, Teamwork
Education
University of Michigan - Stephen M. Ross School of Business 2015 — 2017
Master of Business Administration (MBA)
York University - Schulich School of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance and Economics
Rouen Business School
Exchange Program
University of Michigan Ross School of Business August 2015 - Present
SS&C GlobeOp November 2012 - July 2015
Bell June 2012 - October 2012
Skills
Analysis, Microsoft Excel, Corporate Finance, Financial Analysis, Accounting, Finance, Data Analysis, Financial Accounting, Bloomberg, Sales, Financial Modeling, Forecasting, Financial Reporting, Valuation, Economics, Risk Management, Management Control, Project Management, Performance Management, Documentations, Business Requirements, User Requirements, Relationship Management, Building Relationships, Change Management, Troubleshooting, Problem Solving, Negotiation, Conflict Resolution, Employee Training, Development Of Employees, Teamwork
Education
University of Michigan - Stephen M. Ross School of Business 2015 — 2017
Master of Business Administration (MBA)
York University - Schulich School of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance and Economics
Rouen Business School
Exchange Program
Brent Strickland Brent Strickland's SS&C GlobeOp Experience April 2015 - Present
Job Operations Manager at SS&C GlobeOp
Industry Public Relations and Communications
Experience
SS&C GlobeOp April 2015 - Present
PineBridge Investments March 2011 - Present
Independent Screen Writing January 2000 - February 2011
Author and Spokesperson January 2000 - February 2011
Accenture August 1995 - December 1999
Skills
Strategic Planning, Business Development, Marketing Strategy, Marketing, Change Management, New Business Development, Leadership, Editing, Management, Customer Service, Business Planning, Business Analysis, Social Media, Analysis, Training, Customer Journey Mapping, Start-ups, Mergers & Acquisitions, Event Planning, Event Management, Fundraising, Entrepreneurship, Contract Negotiation, Project Management, Budgets, Organizational..., Team Building, Risk Management, Microsoft Office, Vendor Management, Cross-functional Team..., Public Relations, Microsoft Excel, Television, Public Speaking, Writing, Film, Entertainment, Press Releases
Education
Southern Methodist University
MBA
Sewanee-The University of the South
Bachelor of Arts (B.A.), Philosophy
Oxford University, St. John's College
Semester Abroad
SS&C GlobeOp April 2015 - Present
PineBridge Investments March 2011 - Present
Independent Screen Writing January 2000 - February 2011
Author and Spokesperson January 2000 - February 2011
Accenture August 1995 - December 1999
Skills
Strategic Planning, Business Development, Marketing Strategy, Marketing, Change Management, New Business Development, Leadership, Editing, Management, Customer Service, Business Planning, Business Analysis, Social Media, Analysis, Training, Customer Journey Mapping, Start-ups, Mergers & Acquisitions, Event Planning, Event Management, Fundraising, Entrepreneurship, Contract Negotiation, Project Management, Budgets, Organizational..., Team Building, Risk Management, Microsoft Office, Vendor Management, Cross-functional Team..., Public Relations, Microsoft Excel, Television, Public Speaking, Writing, Film, Entertainment, Press Releases
Education
Southern Methodist University
MBA
Sewanee-The University of the South
Bachelor of Arts (B.A.), Philosophy
Oxford University, St. John's College
Semester Abroad
Amanda (Lee-Kiu) Wong Amanda (Lee-Kiu) Wong's SS&C GlobeOp Experience October 2012 - Present
Job Senior Fund Accountant at SS&C Technologies
Industry Financial Services
Experience
SS&C GlobeOp October 2012 - Present
Hedgemetrix LLC, a division of SS&C GlobeOp July 2012 - Present
Texas Quality Care, Inc. December 2009 - July 2012
Splendid China January 2001 - July 2012
Jackson Hewitt April 2006 - June 2007
Skills
QuickBooks, Access, Microsoft Office, Microsoft Excel, Microsoft Word, Cantonese, Mandarin, American Sign Language, Administrative Work, Customer Service, Payroll, Accounts Payable, Human Resources, Bookkeeping, Finance, Financial Statements, Data Entry, Accounting, Financial Accounting, General Ledger, PowerPoint, Outlook, GAAP, Consolidation, Hedge Funds, Account Reconciliation, Accounts Receivable, Event Planning, Bank Reconciliation, Balance Sheet, Accruals, Cash Flow, Fund Accounting, Journal Entries, Mutual Funds, Expenses
Education
Texas A&M University-Commerce
Master's degree, Accounting
The University of Texas at Arlington 2007 — 2011
Bachelors of Business Administration, Finance
Martin High School 2001 — 2005
SS&C GlobeOp October 2012 - Present
Hedgemetrix LLC, a division of SS&C GlobeOp July 2012 - Present
Texas Quality Care, Inc. December 2009 - July 2012
Splendid China January 2001 - July 2012
Jackson Hewitt April 2006 - June 2007
Skills
QuickBooks, Access, Microsoft Office, Microsoft Excel, Microsoft Word, Cantonese, Mandarin, American Sign Language, Administrative Work, Customer Service, Payroll, Accounts Payable, Human Resources, Bookkeeping, Finance, Financial Statements, Data Entry, Accounting, Financial Accounting, General Ledger, PowerPoint, Outlook, GAAP, Consolidation, Hedge Funds, Account Reconciliation, Accounts Receivable, Event Planning, Bank Reconciliation, Balance Sheet, Accruals, Cash Flow, Fund Accounting, Journal Entries, Mutual Funds, Expenses
Education
Texas A&M University-Commerce
Master's degree, Accounting
The University of Texas at Arlington 2007 — 2011
Bachelors of Business Administration, Finance
Martin High School 2001 — 2005
Patrick Mulkern Patrick Mulkern's SS&C GlobeOp Experience March 2013 - Present
Job Director, Business Development at SS&C GlobeOp
Industry Financial Services
Experience
SS&C GlobeOp March 2013 - Present
J.P. Morgan October 2011 - March 2013
JPMorgan 2009 - September 2011
JPMorgan 2008 - 2009
JPMorgan June 2007 - August 2007
GlaxoSmithKline June 2006 - August 2006
Skills
Hedge Funds, Asset Managment, Banking, Private Equity, Alternative Investments, Investment Banking, Asset Management, Management, Risk Management, Strategy, Financial Services, Analysis, Relationship Management, Finance, Investment Management, Trading
Education
Penn State University 2004 — 2008
Finance, Economics
SS&C GlobeOp March 2013 - Present
J.P. Morgan October 2011 - March 2013
JPMorgan 2009 - September 2011
JPMorgan 2008 - 2009
JPMorgan June 2007 - August 2007
GlaxoSmithKline June 2006 - August 2006
Skills
Hedge Funds, Asset Managment, Banking, Private Equity, Alternative Investments, Investment Banking, Asset Management, Management, Risk Management, Strategy, Financial Services, Analysis, Relationship Management, Finance, Investment Management, Trading
Education
Penn State University 2004 — 2008
Finance, Economics
Mei Iao, MBA Mei Iao, MBA's SS&C GlobeOp Experience November 2014 - March 2015
Job Treasury Analyst at Oaktree Capital Management
Industry Financial Services
Experience
Oaktree Capital Management March 2015 - Present
SS&C GlobeOp November 2014 - March 2015
Oaktree Capital Management, L.P. October 2007 - November 2014
Churchill Management Group 2004 - 2007
State Compensation Insurance Fund 2003 - 2004
Modernica, INC. 2002 - 2003
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Investments, Strategic Financial..., Forecasting, Monthly Close, Reconciliation, Budgeting, General Ledger, Meet Critical Deadlines, Strong Analytical And..., Variance Analysis, Proficient in Microsoft..., Account Reconciliation, Budgets, Invoicing, Microsoft Excel, Accounts Receivable, Accounting, QuickBooks, Accounts Payable, Analysis
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2010 — 2012
Master of Business Administration (MBA), Finance
University of California, Riverside
Bachelor of Science in Business Administration
Oaktree Capital Management March 2015 - Present
SS&C GlobeOp November 2014 - March 2015
Oaktree Capital Management, L.P. October 2007 - November 2014
Churchill Management Group 2004 - 2007
State Compensation Insurance Fund 2003 - 2004
Modernica, INC. 2002 - 2003
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Investments, Strategic Financial..., Forecasting, Monthly Close, Reconciliation, Budgeting, General Ledger, Meet Critical Deadlines, Strong Analytical And..., Variance Analysis, Proficient in Microsoft..., Account Reconciliation, Budgets, Invoicing, Microsoft Excel, Accounts Receivable, Accounting, QuickBooks, Accounts Payable, Analysis
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2010 — 2012
Master of Business Administration (MBA), Finance
University of California, Riverside
Bachelor of Science in Business Administration
Annie Yeung Annie Yeung's SS&C GlobeOp Experience November 1999 - Present
Job Senior Programmer at SS&C GlobeOp
Industry Financial Services
Experience
SS&C GlobeOp November 1999 - Present
SS&C GlobeOp November 1999 - August 2013
Education
Rensselaer Polytechnic Institute 1996 — 1999
Bachelor of Science (BS), Computer Science
SS&C GlobeOp November 1999 - Present
SS&C GlobeOp November 1999 - August 2013
Education
Rensselaer Polytechnic Institute 1996 — 1999
Bachelor of Science (BS), Computer Science
Ali Rajput Ali Rajput's SS&C GlobeOp Experience November 2013 - January 2015
Job Assistant Controller at Imperial Capital, LLC
Industry Financial Services
Experience
Imperial Capital, LLC January 2015 - Present
SS&C GlobeOp November 2013 - January 2015
Deutsche Bank February 2012 - October 2013
Deutsche Bank June 2011 - February 2012
Deutsche Bank June 2010 - June 2011
Deutsche Bank December 2008 - June 2010
Deutsche Bank January 2008 - December 2008
Deutsche Bank January 2007 - January 2008
Deutsche Bank August 2006 - December 2006
Countrywide Securities Corporation June 2005 - August 2005
Skills
Hedge Fund Accounting /..., Operations, Corporate Actions, Client Service, Pricing, Reconciliation, Performance Analysis, Bonds, Alternative Investments, MBS, Structured Products, Fixed Income, Equities, Bloomberg, Hedge Funds, Equity Derivatives, Structured Finance, Credit Derivatives, Account Reconciliation, Derivatives, Securities, Capital Markets, Prime Brokerage, Investment Banking, FX Options, Fund Administration, Fund Accounting, Options, Swaps
Education
Pepperdine University 2002 — 2006
BA, Business Administration
The London School of Economics and Political Science (LSE) 2004 — 2004
Managerial Accounting & Financial Control
Imperial Capital, LLC January 2015 - Present
SS&C GlobeOp November 2013 - January 2015
Deutsche Bank February 2012 - October 2013
Deutsche Bank June 2011 - February 2012
Deutsche Bank June 2010 - June 2011
Deutsche Bank December 2008 - June 2010
Deutsche Bank January 2008 - December 2008
Deutsche Bank January 2007 - January 2008
Deutsche Bank August 2006 - December 2006
Countrywide Securities Corporation June 2005 - August 2005
Skills
Hedge Fund Accounting /..., Operations, Corporate Actions, Client Service, Pricing, Reconciliation, Performance Analysis, Bonds, Alternative Investments, MBS, Structured Products, Fixed Income, Equities, Bloomberg, Hedge Funds, Equity Derivatives, Structured Finance, Credit Derivatives, Account Reconciliation, Derivatives, Securities, Capital Markets, Prime Brokerage, Investment Banking, FX Options, Fund Administration, Fund Accounting, Options, Swaps
Education
Pepperdine University 2002 — 2006
BA, Business Administration
The London School of Economics and Political Science (LSE) 2004 — 2004
Managerial Accounting & Financial Control
Layton Freeman Layton Freeman's SS&C GlobeOp Experience October 2012 - May 2014
Job Owner at Hedgemetrix Ventures LLC
Industry Information Technology and Services
Experience
Hedgemetrix Ventures LLC May 2014 - Present
SS&C GlobeOp October 2012 - May 2014
Hedgemetrix LLC September 2002 - October 2012
Evosys LLC May 2001 - June 2006
Demiurge Software 1998 - 2001
Ernst & Young September 1996 - April 1998
Ideal Learning 1992 - 1994
Skills
Hedge Funds, Mergers, IT Strategy, Management Consulting, Business Strategy, Start-ups, Cloud Computing, Program Management, Software Development, Change Management, Business Intelligence, Outsourcing, Mergers & Acquisitions
Education
The University of Texas School of Law 1989 — 1991
JD, Law
The University of Texas at Arlington - College of Business 1988 — 1989
BS, Computer Information Systems
Hedgemetrix Ventures LLC May 2014 - Present
SS&C GlobeOp October 2012 - May 2014
Hedgemetrix LLC September 2002 - October 2012
Evosys LLC May 2001 - June 2006
Demiurge Software 1998 - 2001
Ernst & Young September 1996 - April 1998
Ideal Learning 1992 - 1994
Skills
Hedge Funds, Mergers, IT Strategy, Management Consulting, Business Strategy, Start-ups, Cloud Computing, Program Management, Software Development, Change Management, Business Intelligence, Outsourcing, Mergers & Acquisitions
Education
The University of Texas School of Law 1989 — 1991
JD, Law
The University of Texas at Arlington - College of Business 1988 — 1989
BS, Computer Information Systems
Jennifer Galia's SS&C GlobeOp Experience December 2012 - Present
Job Associate Manager, OTC Derivatives at SS&C GlobeOp
Industry Financial Services
Experience
SS&C GlobeOp December 2012 - Present
Gravitas September 2014 - March 2015
JPMorgan Chase & Co. June 2012 - December 2012
JPMorgan Chase & Co. January 2010 - June 2012
Skills
Business Analysis, Financial Analysis, Derivatives, Equities, Bloomberg, Trading, Credit Derivatives, Hedge Funds, Securities, Alternative Investments, Capital Markets, Investment Banking, FX Options, Middle Office, Fixed Income
Education
St. Francis College 2005 — 2009
Bachelor of Science (BS), Business Administration and Management, General
SS&C GlobeOp December 2012 - Present
Gravitas September 2014 - March 2015
JPMorgan Chase & Co. June 2012 - December 2012
JPMorgan Chase & Co. January 2010 - June 2012
Skills
Business Analysis, Financial Analysis, Derivatives, Equities, Bloomberg, Trading, Credit Derivatives, Hedge Funds, Securities, Alternative Investments, Capital Markets, Investment Banking, FX Options, Middle Office, Fixed Income
Education
St. Francis College 2005 — 2009
Bachelor of Science (BS), Business Administration and Management, General
Gianinna Coloma Gianinna Coloma's SS&C GlobeOp Experience March 2015 - Present
Job Associate at U.S. Bancorp Fund Services
Industry Financial Services
Experience
SS&C GlobeOp March 2015 - Present
U.S. Bancorp Fund Services October 2012 - May 2015
Ill-Eagle Enterprises Ltd. January 2011 - October 2012
Riveredge Management (Accountemps) September 2010 - October 2010
Madison Square Garden January 2010 - May 2010
CARIBBEAN TAX SERVICES September 2007 - July 2008
Skills
Microsoft Office Suite, Oracle, Rent Manager, SAP, Quick Books, Puridiom, Mas 90, EDI, Shipping, Accounts Receivable, Invoicing, Microsoft Office, QuickBooks, Spanish, Accounts Payable, Accounting, Journal Entries, Bank Reconciliation, Spreadsheets, Account Reconciliation, General Ledger, Expenses, Financial Reporting, Financial Analysis, Finance, Pivot Tables, Outlook, Financial Statements, Microsoft Excel, Fixed Assets, Financial Accounting, Accruals, Balance Sheet, Fund Accounting, Cost Accounting, Variance Analysis
Education
Seton Hall University 2004 — 2010
Bachelor of Science in Business Administration, Accounting and Business/Management
SS&C GlobeOp March 2015 - Present
U.S. Bancorp Fund Services October 2012 - May 2015
Ill-Eagle Enterprises Ltd. January 2011 - October 2012
Riveredge Management (Accountemps) September 2010 - October 2010
Madison Square Garden January 2010 - May 2010
CARIBBEAN TAX SERVICES September 2007 - July 2008
Skills
Microsoft Office Suite, Oracle, Rent Manager, SAP, Quick Books, Puridiom, Mas 90, EDI, Shipping, Accounts Receivable, Invoicing, Microsoft Office, QuickBooks, Spanish, Accounts Payable, Accounting, Journal Entries, Bank Reconciliation, Spreadsheets, Account Reconciliation, General Ledger, Expenses, Financial Reporting, Financial Analysis, Finance, Pivot Tables, Outlook, Financial Statements, Microsoft Excel, Fixed Assets, Financial Accounting, Accruals, Balance Sheet, Fund Accounting, Cost Accounting, Variance Analysis
Education
Seton Hall University 2004 — 2010
Bachelor of Science in Business Administration, Accounting and Business/Management
Teshia Bailey Teshia Bailey's SS&C GlobeOp Experience October 2004 - August 2007
Job Fund Accountant at Trust Asset Management
Industry Financial Services
Experience
GCI Management June 2012 - September 2012
Trust Asset LLC November 2008 - January 2012
SS&C GlobeOp October 2004 - August 2007
SS&C GlobeOp October 2004 - August 2007
Skills
SAP, Microsoft Office, Account Reconciliation, Accounting, Forecasting, Analysis, Corporate Actions, Financial Analysis, Accruals, Portfolio Management, Microsoft Excel, Credit, Access, Accounts Payable
Education
Radford University
Bachelors of Business Administration, Economics
GCI Management June 2012 - September 2012
Trust Asset LLC November 2008 - January 2012
SS&C GlobeOp October 2004 - August 2007
SS&C GlobeOp October 2004 - August 2007
Skills
SAP, Microsoft Office, Account Reconciliation, Accounting, Forecasting, Analysis, Corporate Actions, Financial Analysis, Accruals, Portfolio Management, Microsoft Excel, Credit, Access, Accounts Payable
Education
Radford University
Bachelors of Business Administration, Economics
Suren Musheyev Suren Musheyev's SS&C GlobeOp Experience August 2011 - Present
Job Account Manager for OTC Derivative/ Operation at SS&C GlopeOp
Industry Financial Services
Experience
SS&C GlobeOp August 2011 - Present
C12 Capital Management January 2010 - August 2011
Merrill Lynch May 2006 - January 2009
Goldman Sachs December 2004 - May 2006
Skills
Fixed Income, Prime Brokerage, Hedge Funds, FX Options, Derivatives, Equities, Trading, Securities, Bonds, Swaps, Back Office, Settlement, Options, Valuation, Mutual Funds, Finance
Education
Syracuse University 2015 — 2017
Master of Business Administration (MBA), Finance
St. John's University 2000 — 2004
Bachelor of Arts, Economics
SS&C GlobeOp August 2011 - Present
C12 Capital Management January 2010 - August 2011
Merrill Lynch May 2006 - January 2009
Goldman Sachs December 2004 - May 2006
Skills
Fixed Income, Prime Brokerage, Hedge Funds, FX Options, Derivatives, Equities, Trading, Securities, Bonds, Swaps, Back Office, Settlement, Options, Valuation, Mutual Funds, Finance
Education
Syracuse University 2015 — 2017
Master of Business Administration (MBA), Finance
St. John's University 2000 — 2004
Bachelor of Arts, Economics
Elizabeth Baquero Elizabeth Baquero's SS&C GlobeOp Experience September 2013 - Present
Job Associate Manager at SS&C GlobeOp
Industry Financial Services
Experience
SS&C GlobeOp September 2013 - Present
JPMorgan Chase April 2010 - September 2013
DiMaio Ahmad Capital LLC November 2007 - January 2010
Lehman Brothers Inc November 2005 - November 2007
Skills
Banking, Finance, Bloomberg, Investment Banking, Management, Credit, Account Reconciliation, Trading, Leadership, Mutual Funds, Accounting, Financial Markets, Bonds
Education
Montclair State University
B.S, Business Administration; International Business
SS&C GlobeOp September 2013 - Present
JPMorgan Chase April 2010 - September 2013
DiMaio Ahmad Capital LLC November 2007 - January 2010
Lehman Brothers Inc November 2005 - November 2007
Skills
Banking, Finance, Bloomberg, Investment Banking, Management, Credit, Account Reconciliation, Trading, Leadership, Mutual Funds, Accounting, Financial Markets, Bonds
Education
Montclair State University
B.S, Business Administration; International Business
Matthew Iannuzzi's SS&C GlobeOp Experience December 2012 - May 2013
Job Implementation Consultant at AxiomSL
Industry Information Technology and Services
Experience
AxiomSL October 2015 - Present
The Hartford July 2014 - October 2015
Amplify March 2014 - July 2014
The Hartford May 2013 - August 2013
SS&C GlobeOp December 2012 - May 2013
SportsNet New York May 2012 - August 2012
Kenneth Cole Productions May 2012 - August 2012
Apple October 2010 - April 2011
Skills
HTML, Java, Project Management, Change Management, DMAIC, Agile Project Management, Access, Microsoft Excel, Active Directory, SQL, Windows Server, JavaScript, SDLC, Network Engineering, Bash, Cisco IOS, Network Administration, Network Architecture, PHP, CSS, Batch Files, HP Storage, Tape Backup, SharePoint, Symantec Backup, Visio, Blackberry Enterprise..., OS X
Education
Marist College 2010 — 2014
Bachelor's Degree, Information Technology, Minor in Information Systems
AxiomSL October 2015 - Present
The Hartford July 2014 - October 2015
Amplify March 2014 - July 2014
The Hartford May 2013 - August 2013
SS&C GlobeOp December 2012 - May 2013
SportsNet New York May 2012 - August 2012
Kenneth Cole Productions May 2012 - August 2012
Apple October 2010 - April 2011
Skills
HTML, Java, Project Management, Change Management, DMAIC, Agile Project Management, Access, Microsoft Excel, Active Directory, SQL, Windows Server, JavaScript, SDLC, Network Engineering, Bash, Cisco IOS, Network Administration, Network Architecture, PHP, CSS, Batch Files, HP Storage, Tape Backup, SharePoint, Symantec Backup, Visio, Blackberry Enterprise..., OS X
Education
Marist College 2010 — 2014
Bachelor's Degree, Information Technology, Minor in Information Systems
James Frattarola, CPA James Frattarola, CPA's SS&C GlobeOp Experience October 2006 - March 2012
Job Analyst at Graham Capital Management, L.P.
Industry Investment Management
Experience
Graham Capital Management, L.P. March 2012 - Present
SS&C GlobeOp October 2006 - March 2012
AllianceBernstein December 2004 - October 2006
Education
Manhattanville College 2001 — 2004
Bachelor of Arts (B.A.), Finance
Graham Capital Management, L.P. March 2012 - Present
SS&C GlobeOp October 2006 - March 2012
AllianceBernstein December 2004 - October 2006
Education
Manhattanville College 2001 — 2004
Bachelor of Arts (B.A.), Finance
Mohammed Barry Mohammed Barry's SS&C GlobeOp Experience February 2010 - Present
Job Client Financial Reporting at SS&C GlobeOp
Industry Financial Services
Experience
EY May 2015 - Present
SS&C GlobeOp February 2010 - Present
KPMG US January 2008 - January 2010
KPMG US January 2007 - May 2007
Skills
Accounting, Financial Statements, Hedge Funds, Tax Preparation, Tax, Account Reconciliation, Income Tax, Corporate Tax, Private Equity, Financial Analysis, Tax Returns, Financial Reporting, US GAAP
Education
New York University 2011 — 2012
Advanced Certificate, Sports Business, Sports Management
Queen's College 2003 — 2007
Bachelor of Arts (BA), Accounting and Finance
EY May 2015 - Present
SS&C GlobeOp February 2010 - Present
KPMG US January 2008 - January 2010
KPMG US January 2007 - May 2007
Skills
Accounting, Financial Statements, Hedge Funds, Tax Preparation, Tax, Account Reconciliation, Income Tax, Corporate Tax, Private Equity, Financial Analysis, Tax Returns, Financial Reporting, US GAAP
Education
New York University 2011 — 2012
Advanced Certificate, Sports Business, Sports Management
Queen's College 2003 — 2007
Bachelor of Arts (BA), Accounting and Finance
Leisa Zeng Leisa Zeng's SS&C GlobeOp Experience June 2012 - Present
Job Senior Tax Accountant at SS&C GlobeOp
Industry Accounting
Experience
SS&C GlobeOp June 2012 - Present
Connecticut Department of Revenue Services January 2010 - August 2011
United Technologies May 2008 - December 2009
University of Connecticut August 2005 - May 2008
Gould, Killian & Wynne February 2003 - January 2008
Skills
Superior Computer Skills, Microsoft Office 2003, Microsoft Office 2007, CORPTax Software, CCH Research, RIA Checkpoint Research, Superforms, GoSystems, Intelliforms
Education
Fairleigh Dickinson University 2011 — 2013
Master of Science (M.S.), Taxation
The University of Connecticut School of Business 2005 — 2009
Bachelor of Science (BS), Accounting
SS&C GlobeOp June 2012 - Present
Connecticut Department of Revenue Services January 2010 - August 2011
United Technologies May 2008 - December 2009
University of Connecticut August 2005 - May 2008
Gould, Killian & Wynne February 2003 - January 2008
Skills
Superior Computer Skills, Microsoft Office 2003, Microsoft Office 2007, CORPTax Software, CCH Research, RIA Checkpoint Research, Superforms, GoSystems, Intelliforms
Education
Fairleigh Dickinson University 2011 — 2013
Master of Science (M.S.), Taxation
The University of Connecticut School of Business 2005 — 2009
Bachelor of Science (BS), Accounting
Tami Pia Tami Pia's SS&C GlobeOp Experience April 2010 - Present
Job Business Development at SS&C GlobeOp
Industry Financial Services
Experience
SS&C GlobeOp April 2010 - Present
SS&C Fund Services June 2008 - March 2010
Tremont Capital Management April 2007 - December 2007
Skills
Hedge Funds, Alternative Investments, Private Equity, Equities, Asset Managment, Financial Modeling, Investments, Bloomberg, Valuation, Fixed Income, Derivatives, Portfolio Management, Fund Of Funds, Investor Relations, Due Diligence, Financial Analysis, Mutual Funds, Trading, Capital Markets, Asset Management, Financial Markets, Investment Management, Risk Management
Education
University of Connecticut 2004 — 2008
BS, Finance
SS&C GlobeOp April 2010 - Present
SS&C Fund Services June 2008 - March 2010
Tremont Capital Management April 2007 - December 2007
Skills
Hedge Funds, Alternative Investments, Private Equity, Equities, Asset Managment, Financial Modeling, Investments, Bloomberg, Valuation, Fixed Income, Derivatives, Portfolio Management, Fund Of Funds, Investor Relations, Due Diligence, Financial Analysis, Mutual Funds, Trading, Capital Markets, Asset Management, Financial Markets, Investment Management, Risk Management
Education
University of Connecticut 2004 — 2008
BS, Finance
Farah Jeremie, MBA Farah Jeremie, MBA's SS&C GlobeOp Experience August 2013 - Present
Job Associate Manager, OTC Operations at SS&C GlobeOp
Industry Investment Banking
Experience
SS&C GlobeOp August 2013 - Present
Barclays Capital June 2012 - December 2012
Credit Suisse Americas November 2007 - March 2012
Merrill Lynch November 2004 - October 2007
The Bank Of New York June 2001 - November 2004
Skills
Credit, Middle Office, Settlements, CDS, Credit Derivatives, CDO, Structured Products, Bloomberg, Fixed Income, Derivatives
Education
Pace University - Lubin School of Business 2006 — 2008
MBA, International Business
Baruch College 1997 — 2001
BBA, Finance
Lycee Alexandre Dumas 1990 — 1996
Baccalaureat Francais, Sciences Economiques
SS&C GlobeOp August 2013 - Present
Barclays Capital June 2012 - December 2012
Credit Suisse Americas November 2007 - March 2012
Merrill Lynch November 2004 - October 2007
The Bank Of New York June 2001 - November 2004
Skills
Credit, Middle Office, Settlements, CDS, Credit Derivatives, CDO, Structured Products, Bloomberg, Fixed Income, Derivatives
Education
Pace University - Lubin School of Business 2006 — 2008
MBA, International Business
Baruch College 1997 — 2001
BBA, Finance
Lycee Alexandre Dumas 1990 — 1996
Baccalaureat Francais, Sciences Economiques
Judith Davila Judith Davila's SS&C GlobeOp Experience January 2003 - January 2005
Job
Industry Financial Services
Experience
Citi January 2007 - January 2010
SS&C GlobeOp January 2003 - January 2005
Scotia International Inc January 2000 - January 2002
Morgan Stanley Dean Witter January 1999 - January 2000
The Bank of New York January 1998 - January 1998
Skills
Reconciliation, PowerPoint, Spreadsheets, Excel, Data Entry, Microsoft Office, Outlook, Account Reconciliation
Education
St. Thomas Aquinas College 1993 — 1998
Bachelor of Science (B.S.), Criminal Justice and Social Science
Citi January 2007 - January 2010
SS&C GlobeOp January 2003 - January 2005
Scotia International Inc January 2000 - January 2002
Morgan Stanley Dean Witter January 1999 - January 2000
The Bank of New York January 1998 - January 1998
Skills
Reconciliation, PowerPoint, Spreadsheets, Excel, Data Entry, Microsoft Office, Outlook, Account Reconciliation
Education
St. Thomas Aquinas College 1993 — 1998
Bachelor of Science (B.S.), Criminal Justice and Social Science
John Korber's SS&C GlobeOp Experience August 2010 - March 2013
Job Director of Strategic Technology at Symmetry Partners
Industry Financial Services
Experience
Symmetry Partners March 2013 - Present
CT Constitution December 2011 - July 2013
SS&C GlobeOp August 2010 - March 2013
District 5 Ultimate February 2010 - December 2011
Symmetry Partners November 2008 - August 2010
Connecticut Ultimate Club September 2008 - September 2009
Symmetry Partners June 2005 - November 2008
Glastonbury Amateur Baseball June 2006 - August 2008
Tufts Daily September 2002 - May 2005
Skills
Business Analysis, Team Leadership, Management, Coaching, Information Architecture, Vendor Relations, Data Modeling, Business Process, Data Analysis, Strategic Planning, IT Strategy, Software Development, Networking, SQL, Analysis, Project Management, Strategy
Education
The University of Connecticut School of Business 2008 — 2012
MBA, Management & Technology
Tufts University 2001 — 2005
BS, Computer Science
Symmetry Partners March 2013 - Present
CT Constitution December 2011 - July 2013
SS&C GlobeOp August 2010 - March 2013
District 5 Ultimate February 2010 - December 2011
Symmetry Partners November 2008 - August 2010
Connecticut Ultimate Club September 2008 - September 2009
Symmetry Partners June 2005 - November 2008
Glastonbury Amateur Baseball June 2006 - August 2008
Tufts Daily September 2002 - May 2005
Skills
Business Analysis, Team Leadership, Management, Coaching, Information Architecture, Vendor Relations, Data Modeling, Business Process, Data Analysis, Strategic Planning, IT Strategy, Software Development, Networking, SQL, Analysis, Project Management, Strategy
Education
The University of Connecticut School of Business 2008 — 2012
MBA, Management & Technology
Tufts University 2001 — 2005
BS, Computer Science
Daniel Koonin, CPA Daniel Koonin, CPA's SS&C GlobeOp Experience 2013 - Present
Job Vice President at SS&C GlobeOp
Industry Accounting
Experience
SS&C GlobeOp 2013 - Present
SS&C GlobeOp 2003 - 2013
Eisner LLP 2002 - 2003
Skills
Accounting, Hedge Funds, Fund Accounting, Auditing, Financial Reporting, Private Equity, Financial Services, Financial Modeling, Equities, Investments, Management, Capital Markets, Finance, Fixed Income, Financial Analysis, Alternative Investments
Education
The George Washington University - School of Business 2000 — 2001
Master of Accountancy
University of Michigan 1996 — 2000
SS&C GlobeOp 2013 - Present
SS&C GlobeOp 2003 - 2013
Eisner LLP 2002 - 2003
Skills
Accounting, Hedge Funds, Fund Accounting, Auditing, Financial Reporting, Private Equity, Financial Services, Financial Modeling, Equities, Investments, Management, Capital Markets, Finance, Fixed Income, Financial Analysis, Alternative Investments
Education
The George Washington University - School of Business 2000 — 2001
Master of Accountancy
University of Michigan 1996 — 2000
Sumandeep (Simmi) Singh, CPA, CGA Sumandeep (Simmi) Singh, CPA, CGA's SS&C GlobeOp Experience October 2012 - April 2013
Job Sr. Hedge Fund Accountant at CACEIS
Industry Investment Management
Experience
CACEIS May 2014 - Present
SS&C GlobeOp October 2012 - April 2013
SS&C Technologies August 2010 - September 2012
Borden Ladner Gervais LLP May 2009 - July 2010
Osler, Hoskin & Harcourt LLP February 2008 - April 2009
Bullet Road Link Inc. 2005 - 2007
Skills
Financial Reporting, Internal Audit, Accounting, Finance, US GAAP, Financial Audits, Financial Statements, Financial Analysis, Internal Controls, Derivatives, Fund Accounting, Hedge Funds, Financial Accounting, IFRS, Account Reconciliation, Bloomberg
Education
Punjabi University
M. Comm., Commerce
Punjabi University
Post Graduate Diploma in Computer Application, IT
CACEIS May 2014 - Present
SS&C GlobeOp October 2012 - April 2013
SS&C Technologies August 2010 - September 2012
Borden Ladner Gervais LLP May 2009 - July 2010
Osler, Hoskin & Harcourt LLP February 2008 - April 2009
Bullet Road Link Inc. 2005 - 2007
Skills
Financial Reporting, Internal Audit, Accounting, Finance, US GAAP, Financial Audits, Financial Statements, Financial Analysis, Internal Controls, Derivatives, Fund Accounting, Hedge Funds, Financial Accounting, IFRS, Account Reconciliation, Bloomberg
Education
Punjabi University
M. Comm., Commerce
Punjabi University
Post Graduate Diploma in Computer Application, IT
Farzana Asaduzzaman, MBA Farzana Asaduzzaman, MBA's SS&C GlobeOp Experience August 2013 - January 2014
Job Corporate Banking, Investment/Asset Management Professional
Industry Investment Management
Experience
SS&C GlobeOp August 2013 - January 2014
Ares Management July 2012 - August 2013
RBC March 2011 - March 2012
RBC April 2007 - January 2009
Scotiabank July 2006 - April 2007
North Plains Systems January 2006 - June 2006
Royal Bank of Canada- Insurance Group June 2005 - December 2005
Skills
Bloomberg, Fixed Income, Budgets, IFRS, FX Options, PeopleSoft, Sarbanes-Oxley Act, Credit Derivatives, ALM, Crystal Reports, Macro, Data Modeling, FAS 133, IRR, ABS
Education
Mount Saint Mary's University 2009 — 2010
M.B.A, Organizational Leadership
University of Guelph 2002 — 2006
B.B.A, Finance and Accounting
SS&C GlobeOp August 2013 - January 2014
Ares Management July 2012 - August 2013
RBC March 2011 - March 2012
RBC April 2007 - January 2009
Scotiabank July 2006 - April 2007
North Plains Systems January 2006 - June 2006
Royal Bank of Canada- Insurance Group June 2005 - December 2005
Skills
Bloomberg, Fixed Income, Budgets, IFRS, FX Options, PeopleSoft, Sarbanes-Oxley Act, Credit Derivatives, ALM, Crystal Reports, Macro, Data Modeling, FAS 133, IRR, ABS
Education
Mount Saint Mary's University 2009 — 2010
M.B.A, Organizational Leadership
University of Guelph 2002 — 2006
B.B.A, Finance and Accounting
Jonathan Bokser's SS&C GlobeOp Experience January 2013 - December 2014
Job Tax Senior at Deloitte
Industry Financial Services
Experience
Deloitte December 2014 - Present
SS&C GlobeOp January 2013 - December 2014
Grant Thornton LLP January 2012 - June 2012
Skills
Tax, Financial Accounting, Accounting, Financial Statements, Financial Analysis, GAAP, US GAAP, Internal Controls
Education
Penn State University
BS, Accounting
Rutgers Business School
MS, Taxation (Expected December 2015)
Deloitte December 2014 - Present
SS&C GlobeOp January 2013 - December 2014
Grant Thornton LLP January 2012 - June 2012
Skills
Tax, Financial Accounting, Accounting, Financial Statements, Financial Analysis, GAAP, US GAAP, Internal Controls
Education
Penn State University
BS, Accounting
Rutgers Business School
MS, Taxation (Expected December 2015)
Olu Ajayi's SS&C GlobeOp Experience August 2004 - August 2005
Job Enterprise Data Management
Industry Financial Services
Experience
GE Capital July 2014 - Present
RBS Global Banking & Markets May 2010 - July 2014
AllianceBernstein June 2008 - May 2010
UBS Investment Bank August 2005 - May 2008
SS&C GlobeOp August 2004 - August 2005
State Street July 1999 - August 2004
Skills
Business Analysis, Business Process, Change Management, Project Management, Fixed Income, Investment Banking, Derivatives, Equities, Trading Systems, Capital Markets, Bloomberg, Hedge Funds, Middle Office, FX Options, Equity Derivatives, Risk Management, Financial Modeling, Options, Market Data, Back Office
Education
University of Massachusetts Boston 1995 — 1999
BS, Management Information Systems
Quincy College 1993 — 1995
A.S., Computer Science
GE Capital July 2014 - Present
RBS Global Banking & Markets May 2010 - July 2014
AllianceBernstein June 2008 - May 2010
UBS Investment Bank August 2005 - May 2008
SS&C GlobeOp August 2004 - August 2005
State Street July 1999 - August 2004
Skills
Business Analysis, Business Process, Change Management, Project Management, Fixed Income, Investment Banking, Derivatives, Equities, Trading Systems, Capital Markets, Bloomberg, Hedge Funds, Middle Office, FX Options, Equity Derivatives, Risk Management, Financial Modeling, Options, Market Data, Back Office
Education
University of Massachusetts Boston 1995 — 1999
BS, Management Information Systems
Quincy College 1993 — 1995
A.S., Computer Science
Cindy Ronses Cindy Ronses's SS&C GlobeOp Experience August 2013 - March 2014
Job Accountant at Ares Management
Industry Investment Management
Experience
Canyon Capital September 2014 - Present
SS&C GlobeOp August 2013 - March 2014
Ares Management February 2010 - August 2013
Pioneer Investments June 2008 - December 2009
Putnam Investments December 2007 - May 2008
Skills
Accruals, Accounting, Financial Reporting, Financial Analysis, Investments, Valuation, General Ledger, Bloomberg, Asset Managment, Fund Accounting, Microsoft Excel, Outlook, Derivatives, Hedge Funds, Mutual Funds, Account Reconciliation, Cash Management, Capital Markets, Bonds, Investment Banking, Fixed Income, Asset Management, Alternative Investments, Auditing, Corporate Finance, Fund Administration, Bloomberg Terminal, Sarbanes-Oxley Act, Equities, Financial Modeling, Finance, Investment Management, Financial Accounting, Financial Statements, Structured Products, Investor Relations, GAAP, Back Office, Loans, Financial Statement..., Securities
Education
Southern New Hampshire University 2005 — 2008
Bachelor of Science (B.S.), International Business
Canyon Capital September 2014 - Present
SS&C GlobeOp August 2013 - March 2014
Ares Management February 2010 - August 2013
Pioneer Investments June 2008 - December 2009
Putnam Investments December 2007 - May 2008
Skills
Accruals, Accounting, Financial Reporting, Financial Analysis, Investments, Valuation, General Ledger, Bloomberg, Asset Managment, Fund Accounting, Microsoft Excel, Outlook, Derivatives, Hedge Funds, Mutual Funds, Account Reconciliation, Cash Management, Capital Markets, Bonds, Investment Banking, Fixed Income, Asset Management, Alternative Investments, Auditing, Corporate Finance, Fund Administration, Bloomberg Terminal, Sarbanes-Oxley Act, Equities, Financial Modeling, Finance, Investment Management, Financial Accounting, Financial Statements, Structured Products, Investor Relations, GAAP, Back Office, Loans, Financial Statement..., Securities
Education
Southern New Hampshire University 2005 — 2008
Bachelor of Science (B.S.), International Business
Lisa Caruso Lisa Caruso's SS&C GlobeOp Experience June 2013 - August 2014
Job Accountant at Southern Auto Auction
Industry Financial Services
Experience
Southern Auto Auction August 2014 - Present
SS&C GlobeOp June 2013 - August 2014
PayHub June 2010 - June 2013
National Conveyors Company, Inc. June 2007 - February 2010
Skills
Payroll Services, QuickBooks, Payroll, Accounting, Fund Accounting, Payroll Taxes, Tax Preparation, Accounts Receivable, Accounts Payable, Financial Statements, General Ledger, Sales, Tax, Customer Satisfaction, Time Management, Journal Entries, Human Resources, Employee Benefits, Internal Controls, Invoicing
Education
Saint Anselm College 2006 — 2010
Bachelor of Arts (B.A.), Accounting
Granby Memorial High School 2002 — 2006
Southern Auto Auction August 2014 - Present
SS&C GlobeOp June 2013 - August 2014
PayHub June 2010 - June 2013
National Conveyors Company, Inc. June 2007 - February 2010
Skills
Payroll Services, QuickBooks, Payroll, Accounting, Fund Accounting, Payroll Taxes, Tax Preparation, Accounts Receivable, Accounts Payable, Financial Statements, General Ledger, Sales, Tax, Customer Satisfaction, Time Management, Journal Entries, Human Resources, Employee Benefits, Internal Controls, Invoicing
Education
Saint Anselm College 2006 — 2010
Bachelor of Arts (B.A.), Accounting
Granby Memorial High School 2002 — 2006
Michael Kahan's SS&C GlobeOp Experience March 2007 - April 2008
Job President at Challywood Inc.
Industry Food & Beverages
Experience
Challywood Inc. January 2011 - Present
SS&C GlobeOp March 2007 - April 2008
Skills
Investor Relations, Alternative Investments, Financial Analysis, Product Development, Entrepreneurship, Strategic Planning, Marketing Strategy, Hedge Funds, Equities, Business Strategy
Education
SUNY Oswego 1999 — 2003
Bachelor of Science (BS), Finance, General
Challywood Inc. January 2011 - Present
SS&C GlobeOp March 2007 - April 2008
Skills
Investor Relations, Alternative Investments, Financial Analysis, Product Development, Entrepreneurship, Strategic Planning, Marketing Strategy, Hedge Funds, Equities, Business Strategy
Education
SUNY Oswego 1999 — 2003
Bachelor of Science (BS), Finance, General
Aaron Bunte Aaron Bunte's SS&C GlobeOp Experience November 2007 - Present
Job Associate Manager at SS&C GlobeOp
Industry Financial Services
Experience
SS&C GlobeOp November 2007 - Present
Emigrant Bank February 2004 - November 2007
Education
Pace University - Lubin School of Business 2005 — 2008
Master of Business Administration (M.B.A.), Finance and Financial Management Services, 3.8
Syracuse University - Martin J. Whitman School of Management 1999 — 2002
Bachelor of Science (B.S.), Marketing
SS&C GlobeOp November 2007 - Present
Emigrant Bank February 2004 - November 2007
Education
Pace University - Lubin School of Business 2005 — 2008
Master of Business Administration (M.B.A.), Finance and Financial Management Services, 3.8
Syracuse University - Martin J. Whitman School of Management 1999 — 2002
Bachelor of Science (B.S.), Marketing
Matthew Gottlieb, CPA Matthew Gottlieb, CPA's SS&C GlobeOp Experience January 2013 - Present
Job Associate Director at SS&C GlobeOp
Industry Accounting
Experience
SS&C GlobeOp January 2013 - Present
EisnerAmper LLP September 2005 - January 2013
Skills
Accounting, SEC filings, Auditing, GAAP, Financial Reporting, Financial Analysis, Financial Accounting, CPA, Financial Statements, Regulatory Filings, Hedge Funds, Private Equity, Derivatives, Fund Of Funds, External Audit, US GAAP, Financial Services
Education
Lehigh University - College of Business and Economics 2001 — 2005
Bachelor of Science, Accounting
Massapequa High School 1997 — 2001
SS&C GlobeOp January 2013 - Present
EisnerAmper LLP September 2005 - January 2013
Skills
Accounting, SEC filings, Auditing, GAAP, Financial Reporting, Financial Analysis, Financial Accounting, CPA, Financial Statements, Regulatory Filings, Hedge Funds, Private Equity, Derivatives, Fund Of Funds, External Audit, US GAAP, Financial Services
Education
Lehigh University - College of Business and Economics 2001 — 2005
Bachelor of Science, Accounting
Massapequa High School 1997 — 2001
Christopher Savard Christopher Savard's SS&C GlobeOp Experience July 2008 - May 2014
Job IT Manager at Mount Kellett Capital
Industry Financial Services
Experience
Mount Kellett Capital June 2015 - Present
Mount Kellett Capital May 2014 - Present
SS&C GlobeOp July 2008 - May 2014
First Central Savings Bank August 2005 - July 2008
Skills
Disaster Recovery, System Administration, Group Policy, DNS, Microsoft Exchange, Active Directory, Citrix, Management, Hedge Funds, Microsoft Office, Windows XP Pro, Blackberry Enterprise..., Windows Server, Data Center, DHCP, VMware ESX, Windows 7, Powershell, Written & Oral..., Windows 7 Migration, Visio, IT Management, IT Project Leadership, Symantec Endpoint..., Symantec Backup, Remote Administration, Graphic Design Software, Adobe Creative Suite, Windows Server..., NEC, Information Technology, IT Asset Management, Websense, Technical Documentation, Production Support, Customer Support, Managed Services, Windows XP, Vendor Management, IT Project..., Windows Scripting, Network Infrastructure, IT Security Best..., Cisco Firewall Security, Instructional Manuals, Network Diagrams, Cisco Call Manager, Palo Alto Networks, DFS, CCNA
Education
State University of New York College at Oneonta 2001 — 2005
BA, Graphics and Publication Design
Mount Kellett Capital June 2015 - Present
Mount Kellett Capital May 2014 - Present
SS&C GlobeOp July 2008 - May 2014
First Central Savings Bank August 2005 - July 2008
Skills
Disaster Recovery, System Administration, Group Policy, DNS, Microsoft Exchange, Active Directory, Citrix, Management, Hedge Funds, Microsoft Office, Windows XP Pro, Blackberry Enterprise..., Windows Server, Data Center, DHCP, VMware ESX, Windows 7, Powershell, Written & Oral..., Windows 7 Migration, Visio, IT Management, IT Project Leadership, Symantec Endpoint..., Symantec Backup, Remote Administration, Graphic Design Software, Adobe Creative Suite, Windows Server..., NEC, Information Technology, IT Asset Management, Websense, Technical Documentation, Production Support, Customer Support, Managed Services, Windows XP, Vendor Management, IT Project..., Windows Scripting, Network Infrastructure, IT Security Best..., Cisco Firewall Security, Instructional Manuals, Network Diagrams, Cisco Call Manager, Palo Alto Networks, DFS, CCNA
Education
State University of New York College at Oneonta 2001 — 2005
BA, Graphics and Publication Design
Hillary Nadel Hillary Nadel's SS&C GlobeOp Experience December 2014 - Present
Job at
Industry Banking
Experience
SS&C GlobeOp December 2014 - Present
JPMorgan Chase August 2012 - December 2014
JPMorgan Chase June 2011 - August 2011
Skills
Finance, Microsoft Excel, Commercial Banking, PowerPoint, Microsoft Office, Microsoft Word, Social Media, Risk Management, Team Leadership, Public Relations, Facebook, Strategic Planning, Time Management, Social Networking, Market Research, SPSS, Leadership, Management
Education
Quinnipiac University - School of Business 2008 — 2012
Bachelor of Science, International Business
SS&C GlobeOp December 2014 - Present
JPMorgan Chase August 2012 - December 2014
JPMorgan Chase June 2011 - August 2011
Skills
Finance, Microsoft Excel, Commercial Banking, PowerPoint, Microsoft Office, Microsoft Word, Social Media, Risk Management, Team Leadership, Public Relations, Facebook, Strategic Planning, Time Management, Social Networking, Market Research, SPSS, Leadership, Management
Education
Quinnipiac University - School of Business 2008 — 2012
Bachelor of Science, International Business
Shumon Ahmed Shumon Ahmed's SS&C GlobeOp Experience February 2010 - February 2015
Job Founder at High Transparency Reporting, LLC
Industry Accounting
Experience
SS&C GlobeOp February 2010 - February 2015
Rothstein Kass June 2004 - February 2010
Skills
Financial Reporting, Financial Statements, US GAAP, Accounting, Auditing, GAAP, Leadership, Fund Accounting, Financial Accounting, Internal Controls, Tax, CPA, Consulting
Education
Montclair State University 1999 — 2004
Bachelor's Degree, Accounting, Overall GPA of 3.54
John F. Kennedy High School 1995 — 1999
High School, College Prepatory
SS&C GlobeOp February 2010 - February 2015
Rothstein Kass June 2004 - February 2010
Skills
Financial Reporting, Financial Statements, US GAAP, Accounting, Auditing, GAAP, Leadership, Fund Accounting, Financial Accounting, Internal Controls, Tax, CPA, Consulting
Education
Montclair State University 1999 — 2004
Bachelor's Degree, Accounting, Overall GPA of 3.54
John F. Kennedy High School 1995 — 1999
High School, College Prepatory
Adam Stone's SS&C GlobeOp Experience March 2013 - April 2014
Job Asset Management DueDiligence at BNY Mellon
Industry Financial Services
Experience
BNY Mellon July 2015 - Present
Morgan Stanley Wealth Management April 2014 - July 2015
SS&C GlobeOp March 2013 - April 2014
UBS Wealth Management February 2011 - February 2013
Fairholme Capital Management, LLC 2008 - 2010
Skills
Wealth Management, Hedge Funds, Securities, Alternative Investments, Series 7, Bloomberg, Mutual Funds, Financial Services, Fund Administration, Investor Relations, Equities, Asset Allocation, Series 66, Morningstar, Separately Managed..., High Net Worth..., Client Service Oriented, Consolidated Reporting, Restricted Stock, Fund Of Funds, Investment Advisory, Options, Investment Strategies, Investments, Bloomberg Terminal, Institutional..., Wealth Management..., Corporate Actions, Credit, Loans, FINRA
Education
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2008
Millburn Senior High School-Millburn, NJ. 2000 — 2004
BNY Mellon July 2015 - Present
Morgan Stanley Wealth Management April 2014 - July 2015
SS&C GlobeOp March 2013 - April 2014
UBS Wealth Management February 2011 - February 2013
Fairholme Capital Management, LLC 2008 - 2010
Skills
Wealth Management, Hedge Funds, Securities, Alternative Investments, Series 7, Bloomberg, Mutual Funds, Financial Services, Fund Administration, Investor Relations, Equities, Asset Allocation, Series 66, Morningstar, Separately Managed..., High Net Worth..., Client Service Oriented, Consolidated Reporting, Restricted Stock, Fund Of Funds, Investment Advisory, Options, Investment Strategies, Investments, Bloomberg Terminal, Institutional..., Wealth Management..., Corporate Actions, Credit, Loans, FINRA
Education
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2008
Millburn Senior High School-Millburn, NJ. 2000 — 2004
Samuel Krause Samuel Krause's SS&C GlobeOp Experience May 2015 - Present
Job Business Development at SS&C GlobeOp
Industry Financial Services
Experience
SS&C GlobeOp May 2015 - Present
SS&C GlobeOp January 2014 - April 2015
GlobeOp Financial Services November 2009 - December 2013
GlobeOp Financial Services August 2007 - November 2009
Boeing 2006 - 2006
Skills
Credit Derivatives, Derivatives, Collateral Management, Equity Swaps, IRS, Hedge Funds
Education
University of Colorado Boulder 2002 — 2006
BA, Economics
Great Neck South
High School
SS&C GlobeOp May 2015 - Present
SS&C GlobeOp January 2014 - April 2015
GlobeOp Financial Services November 2009 - December 2013
GlobeOp Financial Services August 2007 - November 2009
Boeing 2006 - 2006
Skills
Credit Derivatives, Derivatives, Collateral Management, Equity Swaps, IRS, Hedge Funds
Education
University of Colorado Boulder 2002 — 2006
BA, Economics
Great Neck South
High School
Jonathan Cohen Jonathan Cohen's SS&C GlobeOp Experience 2006 - 2006
Job HIgh Yield and Loan Trading at GSO Capital Partners
Industry Financial Services
Experience
UBS Investment Bank August 2010 - November 2012
UBS Investment Bank September 2009 - August 2010
UBS Investment Bank September 2006 - September 2009
SS&C GlobeOp 2006 - 2006
Skills
CDS, Leveraged Finance, High Yield, Credit Derivatives, Credit Analysis, Trading, Portfolio Management, Credit, Capital Markets, Credit Risk, Hedge Funds, Derivatives, Financial Risk, Fixed Income, Prime Brokerage, Investment Banking, Bloomberg, Equities
Education
State University of New York at Albany 2001 — 2005
Bachelor of Arts (B.A.), Economics
NYU 2009 — 2011
Credit Analysis Diploma Program, NYU School of Continuing and Professional Studies
FINRA
Series 7 and 63 licensed
UBS Investment Bank August 2010 - November 2012
UBS Investment Bank September 2009 - August 2010
UBS Investment Bank September 2006 - September 2009
SS&C GlobeOp 2006 - 2006
Skills
CDS, Leveraged Finance, High Yield, Credit Derivatives, Credit Analysis, Trading, Portfolio Management, Credit, Capital Markets, Credit Risk, Hedge Funds, Derivatives, Financial Risk, Fixed Income, Prime Brokerage, Investment Banking, Bloomberg, Equities
Education
State University of New York at Albany 2001 — 2005
Bachelor of Arts (B.A.), Economics
NYU 2009 — 2011
Credit Analysis Diploma Program, NYU School of Continuing and Professional Studies
FINRA
Series 7 and 63 licensed
Ashley Boisjoli Ashley Boisjoli's SS&C GlobeOp Experience 2008 - 2013
Job Consultant at SS&C Technologies
Industry Computer Software
Experience
SS&C Technologies August 2008 - Present
SS&C GlobeOp 2008 - 2013
Skills
Crystal Reports, Fund Accounting, Requirements Gathering, Business Analysis, Requirements Analysis, Business Intelligence, Business Process..., Visio, SDLC, Process Improvement, Financial Services, Citrix, SSRS, Microsoft SQL Server, Financial Reporting, SQL, Business Process, Software Project..., SharePoint
Education
Western New England College 2005 — 2007
B.S.B.A, Business Information Systems
Springfield Technical Community College 2003 — 2005
A.S., Computer Information Technologies
SS&C Technologies August 2008 - Present
SS&C GlobeOp 2008 - 2013
Skills
Crystal Reports, Fund Accounting, Requirements Gathering, Business Analysis, Requirements Analysis, Business Intelligence, Business Process..., Visio, SDLC, Process Improvement, Financial Services, Citrix, SSRS, Microsoft SQL Server, Financial Reporting, SQL, Business Process, Software Project..., SharePoint
Education
Western New England College 2005 — 2007
B.S.B.A, Business Information Systems
Springfield Technical Community College 2003 — 2005
A.S., Computer Information Technologies
Fred Jacobs Fred Jacobs's SS&C GlobeOp Experience December 2008 - Present
Job Managing Director, Business Development, SS&C GlobeOp and Advent
Industry Financial Services
Experience
SS&C GlobeOp December 2008 - Present
Fulcrum Fund Services August 2007 - November 2008
PNC Financial Services/PFPC May 1996 - August 2007
PNC Global Investment Servicing 1996 - 2007
Bank of America 1988 - 1996
Security Pacific Bank 1988 - 1993
Skills
Hedge Funds, Private Equity, Alternative Investments, Asset Management, Financial Services, Financial Markets, Fund Administration, Mutual Funds, Finance, Trading, Banking, Private Banking, Global Business..., Technology Solutions, Latin American markets, Emerging Markets, Sales Process...
Education
University of California, Los Angeles - The Anderson School of Management 1989 — 1991
MBA, Finance and Marketing
Lewis and Clark College
BA, International Relations
Universtiy of Chicago
Certificate Program in Sales Managment
Valhalla High School
NA, Super Duper
SS&C GlobeOp December 2008 - Present
Fulcrum Fund Services August 2007 - November 2008
PNC Financial Services/PFPC May 1996 - August 2007
PNC Global Investment Servicing 1996 - 2007
Bank of America 1988 - 1996
Security Pacific Bank 1988 - 1993
Skills
Hedge Funds, Private Equity, Alternative Investments, Asset Management, Financial Services, Financial Markets, Fund Administration, Mutual Funds, Finance, Trading, Banking, Private Banking, Global Business..., Technology Solutions, Latin American markets, Emerging Markets, Sales Process...
Education
University of California, Los Angeles - The Anderson School of Management 1989 — 1991
MBA, Finance and Marketing
Lewis and Clark College
BA, International Relations
Universtiy of Chicago
Certificate Program in Sales Managment
Valhalla High School
NA, Super Duper
Maura Kelly Maura Kelly's SS&C GlobeOp Experience August 2012 - Present
Job Associate at SS&C GlobeOp
Industry Accounting
Experience
SS&C GlobeOp August 2012 - Present
Achdiocese of Boston, Catholic Schools Office January 2012 - May 2012
Stonehill College February 2009 - May 2012
Martha Stewart Living Omnimedia June 2011 - August 2011
Rye YMCA June 2010 - August 2010
Skills
Word, Excel, PowerPoint, Intermediate Level..., Microsoft Excel, Microsoft Word, Financial Accounting, Financial Reporting
Education
Stonehill College 2008 — 2012
Bachelor of Science in Business Administration, Accounting
National University of Ireland, Galway 2011 — 2011
Business, Psychology, Irish Studies
Rye High School 2004 — 2008
SS&C GlobeOp August 2012 - Present
Achdiocese of Boston, Catholic Schools Office January 2012 - May 2012
Stonehill College February 2009 - May 2012
Martha Stewart Living Omnimedia June 2011 - August 2011
Rye YMCA June 2010 - August 2010
Skills
Word, Excel, PowerPoint, Intermediate Level..., Microsoft Excel, Microsoft Word, Financial Accounting, Financial Reporting
Education
Stonehill College 2008 — 2012
Bachelor of Science in Business Administration, Accounting
National University of Ireland, Galway 2011 — 2011
Business, Psychology, Irish Studies
Rye High School 2004 — 2008
Bryan Parnes Bryan Parnes's SS&C GlobeOp Experience July 2015 - Present
Job Associate Manager at Globeop
Industry Accounting
Experience
SS&C GlobeOp July 2015 - Present
Citco Fund Services July 2007 - Present
Bank of New York Mellon September 2004 - July 2007
Education
Syracuse University 2000 — 2004
Bachelor of Science, Dual Concentration in Accounting/Finance
SS&C GlobeOp July 2015 - Present
Citco Fund Services July 2007 - Present
Bank of New York Mellon September 2004 - July 2007
Education
Syracuse University 2000 — 2004
Bachelor of Science, Dual Concentration in Accounting/Finance
Sarah Ringo Sarah Ringo's SS&C GlobeOp Experience January 2013 - Present
Job Senior Associate at SS&C GlobeOp
Industry Financial Services
Experience
SS&C GlobeOp January 2013 - Present
SS&C GlobeOp September 2011 - January 2013
Roanoke College Resource Development September 2008 - January 2011
Roanoke College Admissions September 2007 - January 2011
GlobeOp Financial Services May 2010 - August 2010
Skills
Fundraising, Public Relations, Mutual Funds, Hedge Funds, Fund Accounting, Financial Analysis, Financial Services, Time Management, Leadership, Microsoft Word, Microsoft Excel, PowerPoint, Bloomberg, Analysis, Data Analysis, Microsoft Office
Education
Roanoke College
Bachelor of Science, Political Science; East Asian Studies and Communications
SS&C GlobeOp January 2013 - Present
SS&C GlobeOp September 2011 - January 2013
Roanoke College Resource Development September 2008 - January 2011
Roanoke College Admissions September 2007 - January 2011
GlobeOp Financial Services May 2010 - August 2010
Skills
Fundraising, Public Relations, Mutual Funds, Hedge Funds, Fund Accounting, Financial Analysis, Financial Services, Time Management, Leadership, Microsoft Word, Microsoft Excel, PowerPoint, Bloomberg, Analysis, Data Analysis, Microsoft Office
Education
Roanoke College
Bachelor of Science, Political Science; East Asian Studies and Communications
Pina Tripodi's SS&C GlobeOp Experience October 2006 - May 2014
Job Director of Human Resources
Industry Health, Wellness and Fitness
Experience
Teladoc May 2014 - Present
SS&C GlobeOp October 2006 - May 2014
Hudson Valley Bank January 2004 - July 2006
InterContinental Hotels Group January 2003 - January 2004
Lowestloan.com (Carl Ichan owened Co.) November 1999 - January 2003
Skills
Hedge Funds, Banking, Employee Engagement, Strategic Human..., Recruiting, Employee Relations, Compensation & Benefit, Contract Negotiation, Employee Training, Talent Management, Financial Services, Leadership, Equities, Portfolio Management, Relationship Management, Training, Management, Outsourcing, Personnel Management, Coaching, Payroll, Talent Acquisition, Asset Management, Executive Management, Employee Benefits, Onboarding, HRIS, Human Resources, Succession Planning, Workforce Planning, HR Policies, Performance Management, Strategic HR, Benefits Administration
Education
Manhattanville College 2013 — 2013
Human Resources Management/Personnel Administration, General
Westchester Community College 1986 — 1988
Associate’s Degree, Business Administration, Management and Operations
Teladoc May 2014 - Present
SS&C GlobeOp October 2006 - May 2014
Hudson Valley Bank January 2004 - July 2006
InterContinental Hotels Group January 2003 - January 2004
Lowestloan.com (Carl Ichan owened Co.) November 1999 - January 2003
Skills
Hedge Funds, Banking, Employee Engagement, Strategic Human..., Recruiting, Employee Relations, Compensation & Benefit, Contract Negotiation, Employee Training, Talent Management, Financial Services, Leadership, Equities, Portfolio Management, Relationship Management, Training, Management, Outsourcing, Personnel Management, Coaching, Payroll, Talent Acquisition, Asset Management, Executive Management, Employee Benefits, Onboarding, HRIS, Human Resources, Succession Planning, Workforce Planning, HR Policies, Performance Management, Strategic HR, Benefits Administration
Education
Manhattanville College 2013 — 2013
Human Resources Management/Personnel Administration, General
Westchester Community College 1986 — 1988
Associate’s Degree, Business Administration, Management and Operations
Javonne Pinkney Javonne Pinkney's SS&C GlobeOp Experience August 2013 - Present
Job Associate Manager at SS&C GlobeOp
Industry Accounting
Experience
SS&C GlobeOp August 2013 - Present
Ares Management November 2011 - August 2013
BNY Mellon June 2008 - November 2011
Moss Adams October 2005 - May 2008
Dichoso and Company 2003 - 2005
Skills
Accounting, GAAP, Financial Analysis, General Ledger, Financial Accounting, Auditing, Financial Modeling, Account Reconciliation, Internal Controls, Analysis, Tax, Financial Reporting, Sarbanes-Oxley Act, QuickBooks, US GAAP, Finance, CPA, Accounts Payable
Education
Loyola Marymount University 2001 — 2005
Loyola Marymount University, College of Business Administration 2001 — 2005
Pepperdine University, The George L. Graziadio School of Business and Management
Pepperdine University, The George L. Graziadio School of Business and Management
Pepperdine University, The George L. Graziadio School of Business and Management
Pepperdine University, The George L. Graziadio School of Business and Management
SS&C GlobeOp August 2013 - Present
Ares Management November 2011 - August 2013
BNY Mellon June 2008 - November 2011
Moss Adams October 2005 - May 2008
Dichoso and Company 2003 - 2005
Skills
Accounting, GAAP, Financial Analysis, General Ledger, Financial Accounting, Auditing, Financial Modeling, Account Reconciliation, Internal Controls, Analysis, Tax, Financial Reporting, Sarbanes-Oxley Act, QuickBooks, US GAAP, Finance, CPA, Accounts Payable
Education
Loyola Marymount University 2001 — 2005
Loyola Marymount University, College of Business Administration 2001 — 2005
Pepperdine University, The George L. Graziadio School of Business and Management
Pepperdine University, The George L. Graziadio School of Business and Management
Pepperdine University, The George L. Graziadio School of Business and Management
Pepperdine University, The George L. Graziadio School of Business and Management
Chris Husband's SS&C GlobeOp Experience February 2012 - September 2014
Job Accounting Consultant at MassMutual
Industry Financial Services
Experience
MassMutual Financial Group September 2014 - Present
SS&C GlobeOp February 2012 - September 2014
SS&C Technologies June 2011 - February 2012
State Street October 2007 - June 2011
Skills
ETFs, Bloomberg, Excel, Fixed Income, Microsoft Office, Fund Accounting, Pivot Tables, Outlook, PowerPoint
Education
Stonehill College 2003 — 2007
B.A.
MassMutual Financial Group September 2014 - Present
SS&C GlobeOp February 2012 - September 2014
SS&C Technologies June 2011 - February 2012
State Street October 2007 - June 2011
Skills
ETFs, Bloomberg, Excel, Fixed Income, Microsoft Office, Fund Accounting, Pivot Tables, Outlook, PowerPoint
Education
Stonehill College 2003 — 2007
B.A.
Diana Welshock's SS&C GlobeOp Experience May 2010 - Present
Job Manager at SS&C Technologies
Industry Computer Software
Experience
SS&C GlobeOp May 2010 - Present
Diana WelshockPage 2S.A.C. Capital Advisors, L.P May 2006 - May 2010
UBS Investment Bank December 2004 - June 2005
Citigroup September 2002 - June 2004
Aetna January 2000 - January 2001
American Express Financial Advisors January 1996 - January 2000
Perrier Group of America January 1994 - January 1995
Aetna January 1986 - January 1992
Skills
Hedge Funds, Customer Service, Investments, Alternative Investments, Financial Services, Accounting, Asset Management, Microsoft Office, Microsoft Excel, Finance, Financial Analysis, Bloomberg, Equities, Account Reconciliation, Fixed Income, Derivatives
Education
Middlesex Community College 1990 — 1992
Associate's degree, Accounting and Finance
Haddam-Killingworth H.S
SS&C GlobeOp May 2010 - Present
Diana WelshockPage 2S.A.C. Capital Advisors, L.P May 2006 - May 2010
UBS Investment Bank December 2004 - June 2005
Citigroup September 2002 - June 2004
Aetna January 2000 - January 2001
American Express Financial Advisors January 1996 - January 2000
Perrier Group of America January 1994 - January 1995
Aetna January 1986 - January 1992
Skills
Hedge Funds, Customer Service, Investments, Alternative Investments, Financial Services, Accounting, Asset Management, Microsoft Office, Microsoft Excel, Finance, Financial Analysis, Bloomberg, Equities, Account Reconciliation, Fixed Income, Derivatives
Education
Middlesex Community College 1990 — 1992
Associate's degree, Accounting and Finance
Haddam-Killingworth H.S
Inna Dvorkina's SS&C GlobeOp Experience August 2015 - Present
Job
Industry Financial Services
Experience
SS&C GlobeOp August 2015 - Present
Crabel Capital Management November 2011 - August 2015
Smart IT USA, LLC Woodland Hills April 2009 - July 2011
Skills
Administrative..., Invoicing, Outlook, Research, Customer Service, Management, Microsoft Excel, Microsoft Word, Accounting, Public Speaking, PowerPoint, Social Media, Accounts Receivable, Data Analysis, Event Planning, Microsoft Office, Leadership, Social Networking
Education
University of California, Los Angeles 2009 — 2011
Bachelors Degree, Political Science
University of Cambridge, England 2010 — 2010
SS&C GlobeOp August 2015 - Present
Crabel Capital Management November 2011 - August 2015
Smart IT USA, LLC Woodland Hills April 2009 - July 2011
Skills
Administrative..., Invoicing, Outlook, Research, Customer Service, Management, Microsoft Excel, Microsoft Word, Accounting, Public Speaking, PowerPoint, Social Media, Accounts Receivable, Data Analysis, Event Planning, Microsoft Office, Leadership, Social Networking
Education
University of California, Los Angeles 2009 — 2011
Bachelors Degree, Political Science
University of Cambridge, England 2010 — 2010
Alexander Whitty's SS&C GlobeOp Experience January 2013 - August 2013
Job Technical Support Analyst at UnitedHealth Group
Industry Information Technology and Services
Experience
Optum Technology September 2013 - Present
SS&C GlobeOp January 2013 - August 2013
CREC March 2012 - December 2012
Skills
Group Policy, Windows 7, System Administration, Microsoft Exchange, Server Administration, Technical Support, Troubleshooting, Network Administration, Active Directory, DHCP, Windows Server, DNS, VMware ESX, Servers, VMware, Citrix, Virtualization, Dell KACE, Windows Desktop..., Information Technology, Customer Service, IT Management, Microsoft Office, Networking, Computer Hardware, Help Desk Support, Computer Repair, SharePoint, Process Improvement, Windows 8.1, Reporting, Bomgar, Team Leadership, Team Building, Team Management, Desktop Deployment
Education
Manchester Community College 2011 — 2013
Associate of Science (A.S.), Network and System Administration/Administrator
Optum Technology September 2013 - Present
SS&C GlobeOp January 2013 - August 2013
CREC March 2012 - December 2012
Skills
Group Policy, Windows 7, System Administration, Microsoft Exchange, Server Administration, Technical Support, Troubleshooting, Network Administration, Active Directory, DHCP, Windows Server, DNS, VMware ESX, Servers, VMware, Citrix, Virtualization, Dell KACE, Windows Desktop..., Information Technology, Customer Service, IT Management, Microsoft Office, Networking, Computer Hardware, Help Desk Support, Computer Repair, SharePoint, Process Improvement, Windows 8.1, Reporting, Bomgar, Team Leadership, Team Building, Team Management, Desktop Deployment
Education
Manchester Community College 2011 — 2013
Associate of Science (A.S.), Network and System Administration/Administrator
Lisa Frantzen (Casso), CPA Lisa Frantzen (Casso), CPA's SS&C GlobeOp Experience January 2012 - Present
Job Manager at SS&C GlobeOp
Industry Accounting
Experience
SS&C GlobeOp January 2012 - Present
KPMG September 2006 - January 2012
Rabobank International June 2004 - August 2004
County Educators Federal Credit Union September 2001 - January 2004
Skills
Private Equity, Hedge Funds, Financial Reporting, Financial Analysis, Financial Services, Investment Management, Due Diligence, Valuation, US GAAP, Financial Modeling, Auditing, Management, Financial Accounting, Internal Controls, Accounting
Education
Lehigh University - College of Business and Economics 2002 — 2006
Bachelor of Science, Accounting, Public Relations
SS&C GlobeOp January 2012 - Present
KPMG September 2006 - January 2012
Rabobank International June 2004 - August 2004
County Educators Federal Credit Union September 2001 - January 2004
Skills
Private Equity, Hedge Funds, Financial Reporting, Financial Analysis, Financial Services, Investment Management, Due Diligence, Valuation, US GAAP, Financial Modeling, Auditing, Management, Financial Accounting, Internal Controls, Accounting
Education
Lehigh University - College of Business and Economics 2002 — 2006
Bachelor of Science, Accounting, Public Relations
Adam Smarte's SS&C GlobeOp Experience March 2015 - Present
Job Hedge Fund Accountant at SS&C GlobeOp
Industry Financial Services
Experience
SS&C GlobeOp March 2015 - Present
Modern Pharaoh Company September 2013 - Present
State Street January 2014 - March 2015
California Department of Developmental Services September 2010 - December 2013
Association of Citizens and Friends of Liberia February 2012 - February 2013
Major League Soccer January 2008 - December 2008
Skills
Analysis, Auditing, Microsoft Office, Research, Budgets, Accounting, Financial Analysis, Nonprofits, Management, Project Management, Accounts Receivable, Teamwork, Building Relationships, Strategic Thinking, Visual Basic
Education
University of California, Santa Cruz 2003 — 2007
Bachelors of Art, Business Management Economics
SS&C GlobeOp March 2015 - Present
Modern Pharaoh Company September 2013 - Present
State Street January 2014 - March 2015
California Department of Developmental Services September 2010 - December 2013
Association of Citizens and Friends of Liberia February 2012 - February 2013
Major League Soccer January 2008 - December 2008
Skills
Analysis, Auditing, Microsoft Office, Research, Budgets, Accounting, Financial Analysis, Nonprofits, Management, Project Management, Accounts Receivable, Teamwork, Building Relationships, Strategic Thinking, Visual Basic
Education
University of California, Santa Cruz 2003 — 2007
Bachelors of Art, Business Management Economics
Apryl Dumas's SS&C GlobeOp Experience June 2015 - Present
Job SS&C GlobeOp
Industry Investment Management
Experience
SS&C GlobeOp June 2015 - Present
Deaconess Health System June 2014 - June 2015
Insuremax Insurance Company August 2011 - June 2014
Skills
Employee Benefits, Recruiting, Customer Service, Performance Management, Human Resources, Organizational..., Budgets, Microsoft Excel, Employee Training, Sales, Healthcare, Training, Insurance, Leadership, Management, Marketing
Education
Northwestern University
SS&C GlobeOp June 2015 - Present
Deaconess Health System June 2014 - June 2015
Insuremax Insurance Company August 2011 - June 2014
Skills
Employee Benefits, Recruiting, Customer Service, Performance Management, Human Resources, Organizational..., Budgets, Microsoft Excel, Employee Training, Sales, Healthcare, Training, Insurance, Leadership, Management, Marketing
Education
Northwestern University
Olubukola (Bukie) Majekodunmi Olubukola (Bukie) Majekodunmi's SS&C GlobeOp Experience September 2013 - Present
Job SS&C GlobeOp
Industry Financial Services
Experience
SS&C GlobeOp September 2013 - Present
Resources Global Professionals September 2010 - August 2013
OpHedge Investment Services April 2007 - April 2010
HSBC 2004 - 2007
Skills
Microsoft Excel, Financial Reporting, Hedge Funds, Mutual Funds, Fund Accounting, Fund Of Funds, Quarterly Reporting, Monthly Close, NAV, SEC Financial Reporting, Internal Controls, Account Reconciliation, Portfolio Management, Middle Office, Financial Statements, Equities
Education
State University of New York College at Old Westbury
Accounting and Finance
SS&C GlobeOp September 2013 - Present
Resources Global Professionals September 2010 - August 2013
OpHedge Investment Services April 2007 - April 2010
HSBC 2004 - 2007
Skills
Microsoft Excel, Financial Reporting, Hedge Funds, Mutual Funds, Fund Accounting, Fund Of Funds, Quarterly Reporting, Monthly Close, NAV, SEC Financial Reporting, Internal Controls, Account Reconciliation, Portfolio Management, Middle Office, Financial Statements, Equities
Education
State University of New York College at Old Westbury
Accounting and Finance
Erika Sievert's SS&C GlobeOp Experience December 2011 - December 2012
Job Marketing Communications and Brand Strategist
Industry Marketing and Advertising
Experience
Erika Sievert Design December 2012 - Present
Symmetry Partners July 2014 - May 2015
Apella Capital, LLC July 2014 - May 2015
GUESS Watches April 2014 - July 2014
Record-Journal September 2011 - August 2013
SS&C GlobeOP December 2011 - December 2012
Private Company June 2011 - December 2011
Suffolk University September 2009 - August 2010
Citi August 2004 - September 2009
Skills
Copywriting, Art Direction, Integrated Marketing, Marketing Strategy, Adobe Creative Suite, Design Thinking, InDesign, Graphic Design, Photography, Social Media, Typography, Logo Design, Marketing, Customer Service, Graphics, Fashion, Research, Writing, Brand Development, Business Management
Education
Syracuse University 2000 — 2004
B.A., Economics with Marketing minor
New York University - Leonard N. Stern School of Business 2003 — 2003
n/a, Stern Advantage Program
Suffolk University 2008 — 2011
MA, Graphic Design
Sacred Heart Academy 1996 — 2000
High School Diploma, Honors
Erika Sievert Design December 2012 - Present
Symmetry Partners July 2014 - May 2015
Apella Capital, LLC July 2014 - May 2015
GUESS Watches April 2014 - July 2014
Record-Journal September 2011 - August 2013
SS&C GlobeOP December 2011 - December 2012
Private Company June 2011 - December 2011
Suffolk University September 2009 - August 2010
Citi August 2004 - September 2009
Skills
Copywriting, Art Direction, Integrated Marketing, Marketing Strategy, Adobe Creative Suite, Design Thinking, InDesign, Graphic Design, Photography, Social Media, Typography, Logo Design, Marketing, Customer Service, Graphics, Fashion, Research, Writing, Brand Development, Business Management
Education
Syracuse University 2000 — 2004
B.A., Economics with Marketing minor
New York University - Leonard N. Stern School of Business 2003 — 2003
n/a, Stern Advantage Program
Suffolk University 2008 — 2011
MA, Graphic Design
Sacred Heart Academy 1996 — 2000
High School Diploma, Honors
Sean Ward's SS&C GlobeOp Experience June 2014 - Present
Job Director of Institutional Sales at SS&C GlobeOp
Industry Financial Services
Experience
SS&C GlobeOp June 2014 - Present
Bloomberg October 2010 - May 2014
Lord Abbett October 2007 - September 2010
Hapoalim Securities USA 2006 - 2007
R.F. LAFFERTY & COMPANY January 2003 - January 2006
HEARTLAND SECURITIES January 2000 - January 2003
Skills
Alternative Investments
Education
The Johns Hopkins University 1996 — 2000
PHHS
SS&C GlobeOp June 2014 - Present
Bloomberg October 2010 - May 2014
Lord Abbett October 2007 - September 2010
Hapoalim Securities USA 2006 - 2007
R.F. LAFFERTY & COMPANY January 2003 - January 2006
HEARTLAND SECURITIES January 2000 - January 2003
Skills
Alternative Investments
Education
The Johns Hopkins University 1996 — 2000
PHHS
Stacey Ashenfelter Stacey Ashenfelter's SS&C GlobeOp Experience August 2013 - Present
Job Associate Director at SS&C GlobeOp
Industry Investment Management
Experience
SS&C GlobeOp August 2013 - Present
Smithwood Advisers, L.P. March 2009 - June 2013
Strata Capital Management LP April 2008 - March 2009
Oakmont Corporation January 2003 - April 2008
Transamerica Investment Management, LLC 1999 - 2002
Skills
Asset Management, Investments, Accounting, Trading, Portfolio Management, Financial Analysis, Financial Modeling, Corporate Finance, Risk Management, Bloomberg, Securities, Restructuring, Banking, Mutual Funds, Financial Reporting, Hedge Funds, Fund Administration, Finance, Account Reconciliation, Auditing, SEC filings, Asset Allocation, Fund Accounting, Financial Statements, US GAAP, Internal Audit, Fund Of Funds, GAAP, Investor Relations, Partnership Accounting, Back Office, SEC, Equities, Investment Management, SEC Filings
Education
Loyola Marymount University 2013 — 2015
Master of Business Administration (MBA)
Loyola Marymount University 1990 — 1994
BS
Notre Dame High School 1986 — 1990
High School Diploma
SS&C GlobeOp August 2013 - Present
Smithwood Advisers, L.P. March 2009 - June 2013
Strata Capital Management LP April 2008 - March 2009
Oakmont Corporation January 2003 - April 2008
Transamerica Investment Management, LLC 1999 - 2002
Skills
Asset Management, Investments, Accounting, Trading, Portfolio Management, Financial Analysis, Financial Modeling, Corporate Finance, Risk Management, Bloomberg, Securities, Restructuring, Banking, Mutual Funds, Financial Reporting, Hedge Funds, Fund Administration, Finance, Account Reconciliation, Auditing, SEC filings, Asset Allocation, Fund Accounting, Financial Statements, US GAAP, Internal Audit, Fund Of Funds, GAAP, Investor Relations, Partnership Accounting, Back Office, SEC, Equities, Investment Management, SEC Filings
Education
Loyola Marymount University 2013 — 2015
Master of Business Administration (MBA)
Loyola Marymount University 1990 — 1994
BS
Notre Dame High School 1986 — 1990
High School Diploma
Robert Uhl's SS&C GlobeOp Experience February 2011 - February 2012
Job BDM at Mindports
Industry Internet
Experience
Mindports January 2015 - Present
EKU Solutions LLC February 2012 - Present
SS&C GlobeOp February 2011 - February 2012
EKU Solutions August 2008 - February 2011
Internap April 2007 - August 2008
Telehouse America July 2005 - May 2007
Band-X 2003 - 2005
Digital Island 2001 - 2003
Skills
Managed Services, IP, Data Center, MPLS, Telecommunications, VoIP, Cloud Computing, SaaS, Disaster Recovery, Colocation, Security, New Business Development, Sales Management, Solution Selling, Consultative Selling, Vendor Management, Virtualization, Direct Sales, Account Management, Professional Services, Co-location, Outsourcing
Education
The New School 1984 — 1986
MPS, Tourism, Travel, & Transportation Management
Mindports January 2015 - Present
EKU Solutions LLC February 2012 - Present
SS&C GlobeOp February 2011 - February 2012
EKU Solutions August 2008 - February 2011
Internap April 2007 - August 2008
Telehouse America July 2005 - May 2007
Band-X 2003 - 2005
Digital Island 2001 - 2003
Skills
Managed Services, IP, Data Center, MPLS, Telecommunications, VoIP, Cloud Computing, SaaS, Disaster Recovery, Colocation, Security, New Business Development, Sales Management, Solution Selling, Consultative Selling, Vendor Management, Virtualization, Direct Sales, Account Management, Professional Services, Co-location, Outsourcing
Education
The New School 1984 — 1986
MPS, Tourism, Travel, & Transportation Management
Futsum Kahsay's SS&C GlobeOp Experience July 2015 - Present
Job Senior Associate at SS&C GlobeOp
Industry Financial Services
Experience
SS&C GlobeOp July 2015 - Present
Bank of Tokyo-Mitsubishi UFJ July 2014 - July 2015
MediaVest May 2014 - June 2014
Donlan and Barcomb Investment August 2012 - December 2012
125th Street Business Improvement District June 2009 - January 2010
Skills
Financial Analysis, Microsoft Office, Excel, Word, PowerPoint, C++, Web Design, Microsoft Excel, Customer Service, Economics, Accounting, Finance, Research, Management, Leadership, Access, Microsoft Word, Event Planning, Public Speaking
Education
State University of New York College at Plattsburgh 2011 — 2013
Bachelor of Arts, Major: Economics Minor: Finance and Business Administration
State University of New York College at Potsdam 2010 — 2011
Transferred, Business/Managerial Economics
SS&C GlobeOp July 2015 - Present
Bank of Tokyo-Mitsubishi UFJ July 2014 - July 2015
MediaVest May 2014 - June 2014
Donlan and Barcomb Investment August 2012 - December 2012
125th Street Business Improvement District June 2009 - January 2010
Skills
Financial Analysis, Microsoft Office, Excel, Word, PowerPoint, C++, Web Design, Microsoft Excel, Customer Service, Economics, Accounting, Finance, Research, Management, Leadership, Access, Microsoft Word, Event Planning, Public Speaking
Education
State University of New York College at Plattsburgh 2011 — 2013
Bachelor of Arts, Major: Economics Minor: Finance and Business Administration
State University of New York College at Potsdam 2010 — 2011
Transferred, Business/Managerial Economics
Ryan Cheng Ryan Cheng's SS&C GlobeOp Experience January 2014 - Present
Job Loans Operations Senior Associate
Industry Financial Services
Experience
SS&C GlobeOp January 2014 - Present
Bank of New York Mellon February 2010 - January 2014
Skills
Bloomberg, Accounting, Trading, Administration, Portfolio Management, Finance, Loans
Education
University of California, San Diego
BA, Economics
La Canada High School
SS&C GlobeOp January 2014 - Present
Bank of New York Mellon February 2010 - January 2014
Skills
Bloomberg, Accounting, Trading, Administration, Portfolio Management, Finance, Loans
Education
University of California, San Diego
BA, Economics
La Canada High School
James Blount James Blount's SS&C GlobeOp Experience June 2008 - July 2012
Job at
Industry Accounting
Experience
Citco Fund Services July 2012 - Present
SS&C GlobeOp June 2008 - July 2012
Education
Rutgers, The State University of New Jersey-Newark 2005 — 2008
Bachelor's degree, Accounting
Citco Fund Services July 2012 - Present
SS&C GlobeOp June 2008 - July 2012
Education
Rutgers, The State University of New Jersey-Newark 2005 — 2008
Bachelor's degree, Accounting
Saboor Zahir Saboor Zahir's SS&C GlobeOp Experience June 2015 - Present
Job Senior Associate at SS&C GlobeOp
Industry Financial Services
Experience
SS&C GlobeOp June 2015 - Present
RQM Tutorial May 2013 - January 2015
New York University June 2014 - August 2014
Polytechnic University October 2012 - December 2013
Skills
Matlab, Programming, Algorithms, C, Windows, Microsoft Excel, Python, R, Bloomberg Terminal, Data Analysis, Microsoft Office, Microsoft Word, PowerPoint
Education
New York University 2014 — 2015
Master of Science (M.S.), Financial and Risk Engineering, 3.5
New York University 2011 — 2015
Bachelor's degree, Electrical Engineering, 3.83
SS&C GlobeOp June 2015 - Present
RQM Tutorial May 2013 - January 2015
New York University June 2014 - August 2014
Polytechnic University October 2012 - December 2013
Skills
Matlab, Programming, Algorithms, C, Windows, Microsoft Excel, Python, R, Bloomberg Terminal, Data Analysis, Microsoft Office, Microsoft Word, PowerPoint
Education
New York University 2014 — 2015
Master of Science (M.S.), Financial and Risk Engineering, 3.5
New York University 2011 — 2015
Bachelor's degree, Electrical Engineering, 3.83
Ann Marie Tyler Ann Marie Tyler's SS&C GlobeOp Experience 2000 - 2001
Job Owner/Managing Member at Tyler Conversions & Consulting, LLC
Industry Financial Services
Experience
Tyler Conversions & Consulting LLC 2013 - Present
Citco Fund Services 2007 - 2013
Woodfield Fund Administration, LLC 2005 - 2007
Gramarcy Advisors 2001 - 2003
SS&C GlobeOp 2000 - 2001
Long Term Capital Management 1998 - 2000
Skills
Accounting, Management, Auditing, Antares, SS&C Total Return, Advent Access, Peachtree, HedgeTek, Proprietary Software, Finance, Financial Accounting, Financial Reporting, Financial Analysis, Microsoft Office, MS Excel, MS Word, MS Access, Microsoft Outlook
Education
Sacred Heart University 1994 — 1998
Bachelor of Science (B.S.), Mathematics
VRHS
Tyler Conversions & Consulting LLC 2013 - Present
Citco Fund Services 2007 - 2013
Woodfield Fund Administration, LLC 2005 - 2007
Gramarcy Advisors 2001 - 2003
SS&C GlobeOp 2000 - 2001
Long Term Capital Management 1998 - 2000
Skills
Accounting, Management, Auditing, Antares, SS&C Total Return, Advent Access, Peachtree, HedgeTek, Proprietary Software, Finance, Financial Accounting, Financial Reporting, Financial Analysis, Microsoft Office, MS Excel, MS Word, MS Access, Microsoft Outlook
Education
Sacred Heart University 1994 — 1998
Bachelor of Science (B.S.), Mathematics
VRHS
Shane Hagan, MBA's SS&C GlobeOp Experience October 2011 - March 2013
Job Officer at State Street
Industry Financial Services
Experience
State Street May 2015 - Present
State Street March 2013 - May 2015
SS&C GlobeOp October 2011 - March 2013
BNY Mellon September 2009 - October 2011
Skills
Equities, Bloomberg, Hedge Funds, Settlement, Account Reconciliation, Investor Relations, Microsoft Office, Proprietary Trading, Prime Brokerage, Data Analysis, Financial Analysis, Asset Management, Investments, Financial Reporting, Mutual Funds, Valuation, Financial Modeling, Fixed Income, Financial Services, Accounting, Alternative Investments, Capital Markets, Securities, Friendly Personality
Education
Stetson University 2007 — 2008
Master of Business Administration, Finance
Stetson University 2004 — 2007
Bachelor of Music, Finance
State Street May 2015 - Present
State Street March 2013 - May 2015
SS&C GlobeOp October 2011 - March 2013
BNY Mellon September 2009 - October 2011
Skills
Equities, Bloomberg, Hedge Funds, Settlement, Account Reconciliation, Investor Relations, Microsoft Office, Proprietary Trading, Prime Brokerage, Data Analysis, Financial Analysis, Asset Management, Investments, Financial Reporting, Mutual Funds, Valuation, Financial Modeling, Fixed Income, Financial Services, Accounting, Alternative Investments, Capital Markets, Securities, Friendly Personality
Education
Stetson University 2007 — 2008
Master of Business Administration, Finance
Stetson University 2004 — 2007
Bachelor of Music, Finance
Richard Wu Richard Wu's SS&C GlobeOp Experience April 2013 - Present
Job Manager, Hedge/Private Equity Fund Investor Relations at SS&C GlobeOp Financial Services
Industry Financial Services
Experience
SS&C GlobeOp April 2013 - Present
Morgan Stanley November 2010 - April 2013
JPMorganChase August 1999 - May 2010
Skills
Hedge Funds, Alternative Investments, Series 24, Fixed Income, Hedging, Equities, Mutual Funds, Series 7, Investments, Capital Markets
Education
The Ohio State University
BA
SS&C GlobeOp April 2013 - Present
Morgan Stanley November 2010 - April 2013
JPMorganChase August 1999 - May 2010
Skills
Hedge Funds, Alternative Investments, Series 24, Fixed Income, Hedging, Equities, Mutual Funds, Series 7, Investments, Capital Markets
Education
The Ohio State University
BA
Jack Schwarten Jack Schwarten's SS&C GlobeOp Experience March 2015 - Present
Job Director, Business Development at SS&C GlobeOp
Industry Financial Services
Experience
SS&C GlobeOp March 2015 - Present
Latin Markets March 2013 - March 2015
Emerging Globe Group, LLC September 2012 - December 2012
Formations, LLC June 2012 - August 2012
Otra Cosa Network September 2010 - December 2010
Skills
Spanish, Research, Public Speaking, International Relations, Social Media, Latin American Business, Private Equity, Microsoft Office, Event Planning, Marketing, Latin America, Investments, Sales, Networking, Translation, Cross Cultural..., Non-profits, Fundraising, Event Management, Time Value of Money, Commercial Real Estate..., salesforce, Cooking
Education
University of Colorado at Boulder 2008 — 2012
Bachelor of Arts (B.A.), International Spanish for the Professions, International Affairs- Emphasis in Latin America
Staples High School Graduate Class of 2007 2003 — 2007
SS&C GlobeOp March 2015 - Present
Latin Markets March 2013 - March 2015
Emerging Globe Group, LLC September 2012 - December 2012
Formations, LLC June 2012 - August 2012
Otra Cosa Network September 2010 - December 2010
Skills
Spanish, Research, Public Speaking, International Relations, Social Media, Latin American Business, Private Equity, Microsoft Office, Event Planning, Marketing, Latin America, Investments, Sales, Networking, Translation, Cross Cultural..., Non-profits, Fundraising, Event Management, Time Value of Money, Commercial Real Estate..., salesforce, Cooking
Education
University of Colorado at Boulder 2008 — 2012
Bachelor of Arts (B.A.), International Spanish for the Professions, International Affairs- Emphasis in Latin America
Staples High School Graduate Class of 2007 2003 — 2007
Christopher J. Davidson Christopher J. Davidson's SS&C GlobeOp Experience May 2008 - May 2009
Job Investment Specialist & Financial Services Representative for the MetLife Premier Client Group of the Pacific
Industry Financial Services
Experience
MetLife January 2015 - Present
MetLife January 2015 - Present
Hudson Wealth Advisors, an Office of MetLife 2008 - Present
SS&C GlobeOp May 2008 - May 2009
Skills
Series 63, Investments, Series 7, Series 6, Licensed Life & Health..., Asset Managment, Financial Services, Series 65
Education
San Diego State University-California State University 2003 — 2007
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
MetLife January 2015 - Present
MetLife January 2015 - Present
Hudson Wealth Advisors, an Office of MetLife 2008 - Present
SS&C GlobeOp May 2008 - May 2009
Skills
Series 63, Investments, Series 7, Series 6, Licensed Life & Health..., Asset Managment, Financial Services, Series 65
Education
San Diego State University-California State University 2003 — 2007
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Kyle O'Brien, CFA Kyle O'Brien, CFA's SS&C GlobeOp Experience November 2012 - September 2013
Job Associate at Summit Rock Advisors
Industry Computer Software
Experience
Summit Rock Advisors October 2013 - Present
SS&C GlobeOp November 2012 - September 2013
SS&C Technologies October 2011 - November 2012
Citi June 2010 - September 2011
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Hedge Accounting, Financial Reporting, Financial Accounting, Financial Analysis, Analysis, Accounting, Account Management, Leadership, Management, Process Improvement, Access, Financial Modeling, Forecasting, Bloomberg, Risk Management
Education
The Ohio State University 2006 — 2010
BSBA, Fiannce
The Ohio State University - The Max M. Fisher College of Business 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
Summit Rock Advisors October 2013 - Present
SS&C GlobeOp November 2012 - September 2013
SS&C Technologies October 2011 - November 2012
Citi June 2010 - September 2011
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Hedge Accounting, Financial Reporting, Financial Accounting, Financial Analysis, Analysis, Accounting, Account Management, Leadership, Management, Process Improvement, Access, Financial Modeling, Forecasting, Bloomberg, Risk Management
Education
The Ohio State University 2006 — 2010
BSBA, Fiannce
The Ohio State University - The Max M. Fisher College of Business 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
Derrick De La Cruz Derrick De La Cruz's SS&C GlobeOp Experience August 2007 - October 2014
Job Global Fund Administration Analyst
Industry Financial Services
Experience
AllianceBernstein October 2014 - Present
SS&C GlobeOp August 2007 - October 2014
WMC Mortgage January 2007 - April 2007
GE Money Bank/WMC Mortgage Company October 2006 - March 2007
Argent Mortgage Company December 2004 - January 2006
Skills
Fund Accounting, Hedge Funds, Fund Administration, Client Service Oriented, Client Liaison, Partnership Accounting, Asset Allocation, Allocations, Trading, Derivatives, Swaps, Bloomberg Terminal, Loan Origination, Equity Derivatives, Middle Office, Bonds, Back Office, Account Reconciliation, Financial Services
Education
Mercy College 1998 — 2003
BS, Business Administration
Mercy College 1998 — 2003
Bachelor of Science, Business Administration
AllianceBernstein October 2014 - Present
SS&C GlobeOp August 2007 - October 2014
WMC Mortgage January 2007 - April 2007
GE Money Bank/WMC Mortgage Company October 2006 - March 2007
Argent Mortgage Company December 2004 - January 2006
Skills
Fund Accounting, Hedge Funds, Fund Administration, Client Service Oriented, Client Liaison, Partnership Accounting, Asset Allocation, Allocations, Trading, Derivatives, Swaps, Bloomberg Terminal, Loan Origination, Equity Derivatives, Middle Office, Bonds, Back Office, Account Reconciliation, Financial Services
Education
Mercy College 1998 — 2003
BS, Business Administration
Mercy College 1998 — 2003
Bachelor of Science, Business Administration
Daniel T. Ramaroson, CPA, MBA Daniel T. Ramaroson, CPA, MBA's SS&C GlobeOp Experience May 2009 - August 2009
Job JPMorgan
Industry Financial Services
Experience
JPMorgan Chase & Co. June 2015 - Present
E*TRADE Financial November 2012 - May 2015
ERNST & YOUNG LLP November 2011 - November 2012
ERNST & YOUNG LLP November 2011 - November 2012
Grant Thornton LLP October 2010 - November 2011
SS&C GlobeOp May 2009 - August 2009
GMAC July 2006 - May 2008
Salomon Smith Barney September 2005 - December 2005
Skills
Auditing, Credit Analysis, Commercial Lending, Financial Analysis, Financial Modeling, Financial Reporting, Hedge Funds, Corporate Finance, Accounting, Valuation, Financial Statement..., Due Diligence, Internal Audit, Financial Statements, Financial Accounting
Education
FORDHAM UNIVERSITY, GRADUATE SCHOOL OF BUSINESS
MBA, Professional Accounting
Trinity College-Hartford
BS, Economics, Hispanic Studies
JPMorgan Chase & Co. June 2015 - Present
E*TRADE Financial November 2012 - May 2015
ERNST & YOUNG LLP November 2011 - November 2012
ERNST & YOUNG LLP November 2011 - November 2012
Grant Thornton LLP October 2010 - November 2011
SS&C GlobeOp May 2009 - August 2009
GMAC July 2006 - May 2008
Salomon Smith Barney September 2005 - December 2005
Skills
Auditing, Credit Analysis, Commercial Lending, Financial Analysis, Financial Modeling, Financial Reporting, Hedge Funds, Corporate Finance, Accounting, Valuation, Financial Statement..., Due Diligence, Internal Audit, Financial Statements, Financial Accounting
Education
FORDHAM UNIVERSITY, GRADUATE SCHOOL OF BUSINESS
MBA, Professional Accounting
Trinity College-Hartford
BS, Economics, Hispanic Studies
Phil Ratner Phil Ratner's SS&C GlobeOp Experience February 2010 - Present
Job Managing Director at SS&C GlobeOp
Industry Venture Capital & Private Equity
Experience
SS&C GlobeOp February 2010 - Present
Geller Investment Partnership Services 2002 - January 2010
The Blackstone Group 1999 - 2001
Deloitte 1996 - 1999
The Blackstone Group 1995 - 1996
Margolin, Winer & Evens LLP 1987 - 1995
Ernst & Whinney 1981 - 1986
Skills
Private Equity, Hedge Funds, Valuation, Alternative Investments, Due Diligence, Financial Reporting, Accounting, Financial Modeling, Asset Management, Venture Capital, Fund Administration, Internal Controls, Capital Markets, Investments, Fund Accounting, Mergers & Acquisitions, Corporate Finance, Equities, US GAAP, Financial Services, GAAP, Fund Of Funds, Investment Banking, Auditing, Fixed Income, Sarbanes-Oxley Act, Securities, Derivatives, Financial Structuring, Cash Management, M&A experience, Tax, Investment Management, Real Estate, Commercial Real Estate
Education
LIU Post
BS, Accounting
LIU Post
BS, Accounting
SS&C GlobeOp February 2010 - Present
Geller Investment Partnership Services 2002 - January 2010
The Blackstone Group 1999 - 2001
Deloitte 1996 - 1999
The Blackstone Group 1995 - 1996
Margolin, Winer & Evens LLP 1987 - 1995
Ernst & Whinney 1981 - 1986
Skills
Private Equity, Hedge Funds, Valuation, Alternative Investments, Due Diligence, Financial Reporting, Accounting, Financial Modeling, Asset Management, Venture Capital, Fund Administration, Internal Controls, Capital Markets, Investments, Fund Accounting, Mergers & Acquisitions, Corporate Finance, Equities, US GAAP, Financial Services, GAAP, Fund Of Funds, Investment Banking, Auditing, Fixed Income, Sarbanes-Oxley Act, Securities, Derivatives, Financial Structuring, Cash Management, M&A experience, Tax, Investment Management, Real Estate, Commercial Real Estate
Education
LIU Post
BS, Accounting
LIU Post
BS, Accounting
Danielle Toper Danielle Toper's SS&C GlobeOp Experience January 2014 - Present
Job Talent Acquisition Professional and Manager
Industry Financial Services
Experience
SS&C GlobeOp January 2014 - Present
AKT Source, LLC April 2010 - December 2013
Travelers Insurance June 2007 - April 2010
ING July 2006 - May 2007
Michael Page March 2006 - July 2006
Skills
Technical Recruiting, Recruiting, Talent Acquisition, Business Analysis, Human Resources, Business Intelligence, Temporary Placement, Banking, Risk Management, Data Analysis, Financial Services, Project Management, Vendor Management, Analytics, Management, Talent Management
Education
Quinnipiac University
Bachelor of Arts, Psychology Major, Industrial/Organizational Psychology Concentration, Business Management Minor
University of Hartford
Master of Science, Organizational Psychology (MSOP)
SS&C GlobeOp January 2014 - Present
AKT Source, LLC April 2010 - December 2013
Travelers Insurance June 2007 - April 2010
ING July 2006 - May 2007
Michael Page March 2006 - July 2006
Skills
Technical Recruiting, Recruiting, Talent Acquisition, Business Analysis, Human Resources, Business Intelligence, Temporary Placement, Banking, Risk Management, Data Analysis, Financial Services, Project Management, Vendor Management, Analytics, Management, Talent Management
Education
Quinnipiac University
Bachelor of Arts, Psychology Major, Industrial/Organizational Psychology Concentration, Business Management Minor
University of Hartford
Master of Science, Organizational Psychology (MSOP)
Andreas Aslaksen's SS&C GlobeOp Experience July 2010 - August 2010
Job Analyst at Spotify
Industry Marketing and Advertising
Experience
Spotify January 2015 - June 2015
American Express May 2014 - September 2014
Viacom May 2013 - August 2013
Publicis Groupe 2013 - 2013
SS&C GlobeOp July 2010 - August 2010
Skills
Cognitive Psychology, Statistics, SPSS, R, Python, Marketing Communications, Competitive Analysis, Marketing Strategy, Facebook
Education
The Johns Hopkins University 2010 — 2014
Bachelor of Science (BS), Cognitive Science
Spotify January 2015 - June 2015
American Express May 2014 - September 2014
Viacom May 2013 - August 2013
Publicis Groupe 2013 - 2013
SS&C GlobeOp July 2010 - August 2010
Skills
Cognitive Psychology, Statistics, SPSS, R, Python, Marketing Communications, Competitive Analysis, Marketing Strategy, Facebook
Education
The Johns Hopkins University 2010 — 2014
Bachelor of Science (BS), Cognitive Science
Brian Toto Brian Toto's SS&C GlobeOp Experience January 2014 - Present
Job Associate Manager at SS&C GlobeOp
Industry Investment Banking
Experience
SS&C GlobeOp January 2014 - Present
The Third Rail January 2014 - June 2015
SS&C GlobeOp November 2012 - December 2013
Deutsche Bank June 2006 - September 2012
Citigroup June 2005 - August 2005
Skills
Fixed Income, Back Office, Residential Mortgages, Structured Products, Securities, Structured Finance, Settlement, Bonds, Banking
Education
Farmingdale State University 2004 — 2006
B.S, Management Technology
Nassau Community College 2003 — 2004
Associate's degree, Liberal Arts and Sciences/Liberal Studies
SS&C GlobeOp January 2014 - Present
The Third Rail January 2014 - June 2015
SS&C GlobeOp November 2012 - December 2013
Deutsche Bank June 2006 - September 2012
Citigroup June 2005 - August 2005
Skills
Fixed Income, Back Office, Residential Mortgages, Structured Products, Securities, Structured Finance, Settlement, Bonds, Banking
Education
Farmingdale State University 2004 — 2006
B.S, Management Technology
Nassau Community College 2003 — 2004
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Wing Zheng Wing Zheng's SS&C GlobeOp Experience 2011 - 2012
Job Analyst, BMO
Industry Financial Services
Experience
BMO Capital Markets 2012 - Present
Risk Management Research Club, University of Toronto September 2011 - Present
SS&C GlobeOp 2011 - 2012
Skills
Capital Markets, Alternative Investments, Equity Research, Financial Modeling, Financial Analysis, Corporate Finance, Financial Accounting, Hedge Funds, Derivatives, Business Strategy, Investments, Fixed Income, Bloomberg, Finance, Equities
Education
University of Toronto - Rotman School of Management
B.Comm, Finance and Economics
The University of Hong Kong 2009 — 2009
Summer Abroad, International Business
Marquee Group 2011 — 2011
Financial Modelling Training Program
BMO Capital Markets 2012 - Present
Risk Management Research Club, University of Toronto September 2011 - Present
SS&C GlobeOp 2011 - 2012
Skills
Capital Markets, Alternative Investments, Equity Research, Financial Modeling, Financial Analysis, Corporate Finance, Financial Accounting, Hedge Funds, Derivatives, Business Strategy, Investments, Fixed Income, Bloomberg, Finance, Equities
Education
University of Toronto - Rotman School of Management
B.Comm, Finance and Economics
The University of Hong Kong 2009 — 2009
Summer Abroad, International Business
Marquee Group 2011 — 2011
Financial Modelling Training Program
Ron Rolleri's SS&C GlobeOp Experience September 2006 - June 2014
Job SVP Senior Regulatory Liaison at Allianz Asset Management AG
Industry Financial Services
Experience
Allianz Asset Management AG August 2014 - Present
SS&C GlobeOp September 2006 - June 2014
Skills
Hedge Funds, Mutual Funds, Compliance, Securities, Financial Services, Capital Markets, AML, Fund Administration, Alternative Investments, Investments, Asset Management, Prime Brokerage, Equities, Legal Compliance, Anti Money Laundering
Education
Saint John's University School of Law
Juris Doctor
Saint John's University
B.S., Finance
Allianz Asset Management AG August 2014 - Present
SS&C GlobeOp September 2006 - June 2014
Skills
Hedge Funds, Mutual Funds, Compliance, Securities, Financial Services, Capital Markets, AML, Fund Administration, Alternative Investments, Investments, Asset Management, Prime Brokerage, Equities, Legal Compliance, Anti Money Laundering
Education
Saint John's University School of Law
Juris Doctor
Saint John's University
B.S., Finance
Beata Nicpon Beata Nicpon's SS&C GlobeOp Experience March 2006 - March 2007
Job Transaction Coordinator at GE Capital Americas at GE
Industry Financial Services
Experience
GE Capital October 2013 - Present
GE Capital June 2010 - October 2013
GE Capital August 2008 - May 2010
CITICAPITAL, Subsidiary of Citigroup April 2007 - August 2008
SS&C GlobeOp March 2006 - March 2007
Education
Mercy College
GE Capital October 2013 - Present
GE Capital June 2010 - October 2013
GE Capital August 2008 - May 2010
CITICAPITAL, Subsidiary of Citigroup April 2007 - August 2008
SS&C GlobeOp March 2006 - March 2007
Education
Mercy College
Geoffrey Fung Geoffrey Fung's SS&C GlobeOp Experience January 2011 - Present
Job Manager Operations at SS&C GlobeOp
Industry Financial Services
Experience
SS&C GlobeOp January 2011 - Present
SS&C GlobeOp February 2006 - December 2010
Skills
Derivatives, Swaps, Hedge Funds, CDS, Collateral Management, ISDA, Dodd-Frank, Team Management, Middle Office, Fixed Income, Capital Markets, Equities, Back Office, Settlement, Trading, Credit Derivatives, Fund Accounting, Management, Bloomberg
Education
Rensselaer Polytechnic Institute
Bachelor's degree, Computer Engineering
Rensselaer Polytechnic Institute
Bachelor's degree, Computer Science
SS&C GlobeOp January 2011 - Present
SS&C GlobeOp February 2006 - December 2010
Skills
Derivatives, Swaps, Hedge Funds, CDS, Collateral Management, ISDA, Dodd-Frank, Team Management, Middle Office, Fixed Income, Capital Markets, Equities, Back Office, Settlement, Trading, Credit Derivatives, Fund Accounting, Management, Bloomberg
Education
Rensselaer Polytechnic Institute
Bachelor's degree, Computer Engineering
Rensselaer Polytechnic Institute
Bachelor's degree, Computer Science
Ilana Cohen Ilana Cohen's SS&C GlobeOp Experience May 2013 - August 2013
Job Student at The Pennsylvania State University Seeking EntryLevel Auditing Opportunity
Industry Accounting
Experience
Crestwood Country Day Camp June 2014 - August 2014
SS&C GlobeOp May 2013 - August 2013
Camp Westmont June 2010 - August 2012
Merrick Avenue Middle School April 2011 - June 2011
Skills
Accounting, Time Management, Teamwork, Personable, Mathematics, Strategic Planning, Social Networking, Microsoft Word, PowerPoint, Microsoft Excel, Fundraising
Education
Penn State University 2011 — 2015
Bachelor's Degree, Accounting
University of New Haven Barcelona 2014 — 2014
Liberal Arts and Sciences/Liberal Studies
John F. Kennedy High School 2008 — 2011
High School
Crestwood Country Day Camp June 2014 - August 2014
SS&C GlobeOp May 2013 - August 2013
Camp Westmont June 2010 - August 2012
Merrick Avenue Middle School April 2011 - June 2011
Skills
Accounting, Time Management, Teamwork, Personable, Mathematics, Strategic Planning, Social Networking, Microsoft Word, PowerPoint, Microsoft Excel, Fundraising
Education
Penn State University 2011 — 2015
Bachelor's Degree, Accounting
University of New Haven Barcelona 2014 — 2014
Liberal Arts and Sciences/Liberal Studies
John F. Kennedy High School 2008 — 2011
High School
Debra Karp Debra Karp's SS&C GlobeOp Experience January 2002 - July 2014
Job Human Resources Recruiting at Miller & Milone, P.C.
Industry Financial Services
Experience
Miller & Milone, P.C. October 2014 - Present
SS&C GlobeOp January 2002 - July 2014
The Taylor Research & Consulting Group, Inc. August 1997 - November 2001
RKS Resources 1996 - August 1997
Education
The University of Connecticut
BA, Psychology
University of Connecticut, storrs, ct
Bachelor's degree, Psychology
Miller & Milone, P.C. October 2014 - Present
SS&C GlobeOp January 2002 - July 2014
The Taylor Research & Consulting Group, Inc. August 1997 - November 2001
RKS Resources 1996 - August 1997
Education
The University of Connecticut
BA, Psychology
University of Connecticut, storrs, ct
Bachelor's degree, Psychology
Rajiv Patel's SS&C GlobeOp Experience February 2013 - December 2013
Job Bank Debt Operations
Industry Investment Banking
Experience
J.P. Morgan July 2015 - Present
JPMorgan Chase & Co. December 2014 - Present
JPMorgan Chase January 2014 - Present
SS&C GlobeOp February 2013 - December 2013
Avenue Capital Group April 2007 - September 2012
Mizuho Corporate Bank June 2004 - April 2007
Barclays Capital March 2004 - June 2004
Business Loan Express, LLC. January 2002 - July 2003
Milton Merl & Associates October 2000 - April 2001
Skills
Middle Office, Microsoft Excel, Microsoft Word, Internet, Interpersonal..., PowerPoint, Software Quality..., Lotus Notes, Loans Administration, Portfolio Management, Hedge Funds
Education
Stony Brook University 1996 — 2000
B.A., Economics
New York University
School of Continuing and Professional Studies
J.P. Morgan July 2015 - Present
JPMorgan Chase & Co. December 2014 - Present
JPMorgan Chase January 2014 - Present
SS&C GlobeOp February 2013 - December 2013
Avenue Capital Group April 2007 - September 2012
Mizuho Corporate Bank June 2004 - April 2007
Barclays Capital March 2004 - June 2004
Business Loan Express, LLC. January 2002 - July 2003
Milton Merl & Associates October 2000 - April 2001
Skills
Middle Office, Microsoft Excel, Microsoft Word, Internet, Interpersonal..., PowerPoint, Software Quality..., Lotus Notes, Loans Administration, Portfolio Management, Hedge Funds
Education
Stony Brook University 1996 — 2000
B.A., Economics
New York University
School of Continuing and Professional Studies
Anthony Cerroni's SS&C GlobeOp Experience February 2012 - Present
Job Managing Director at SS&C
Industry Financial Services
Experience
SS&C GlobeOp February 2012 - Present
HSBC Fund Services January 2007 - November 2011
Brown Brothers Harriman May 1999 - January 2007
Nomura Securities Incorporated January 1998 - May 1999
Alliance Capital Management May 1997 - January 1998
Fidelity Investments/National Financial Services Corp May 1992 - May 1997
Skills
Fund Administration, Fund Of Funds, Hedge Funds, Alternative Investments, Securities, Portfolio Management, Valuation, Back Office, Private Equity, Investor Relations, Investments, Project Planning, Business Analysis, Business Strategy, Business Management, Business Relationship..., Customer Relations, Risk Management, Operational Due..., AML, KYC, Process Engineering, Restructuring, Management, Mutual Funds, Customer Service, FATCA, Product Development, Middle Office, Asset Management, Trading, Banking
Education
St. John's University, The Peter J. Tobin College of Business 1993 — 1996
MBA, International Finance
St. John's University 1988 — 1992
BS, International Finance
SS&C GlobeOp February 2012 - Present
HSBC Fund Services January 2007 - November 2011
Brown Brothers Harriman May 1999 - January 2007
Nomura Securities Incorporated January 1998 - May 1999
Alliance Capital Management May 1997 - January 1998
Fidelity Investments/National Financial Services Corp May 1992 - May 1997
Skills
Fund Administration, Fund Of Funds, Hedge Funds, Alternative Investments, Securities, Portfolio Management, Valuation, Back Office, Private Equity, Investor Relations, Investments, Project Planning, Business Analysis, Business Strategy, Business Management, Business Relationship..., Customer Relations, Risk Management, Operational Due..., AML, KYC, Process Engineering, Restructuring, Management, Mutual Funds, Customer Service, FATCA, Product Development, Middle Office, Asset Management, Trading, Banking
Education
St. John's University, The Peter J. Tobin College of Business 1993 — 1996
MBA, International Finance
St. John's University 1988 — 1992
BS, International Finance
Jeffrey Grendi's SS&C GlobeOp Experience July 2007 - September 2012
Job
Industry Financial Services
Experience
NYPPEX Private Markets March 2015 - Present
J.P. Morgan September 2012 - March 2015
SS&C GlobeOp July 2007 - September 2012
Bear Stearns June 2004 - June 2007
Skills
Securities, Middle Office, Investments, Private Equity, Fund Accounting, Financial Services, Back Office, Bonds, Financial Markets, Trading Systems, Financial Reporting, Accounting, Account Reconciliation, Client Services, Microsoft Excel, Project Management, Cross-functional Team..., Due Diligence, Finance, Corporate Actions, Fund Of Funds, Team Leadership
Education
Long Island University, C.W. Post Campus
B.S., Finance
Pace University - Lubin School of Business
M.B.A, Investment Management
NYPPEX Private Markets March 2015 - Present
J.P. Morgan September 2012 - March 2015
SS&C GlobeOp July 2007 - September 2012
Bear Stearns June 2004 - June 2007
Skills
Securities, Middle Office, Investments, Private Equity, Fund Accounting, Financial Services, Back Office, Bonds, Financial Markets, Trading Systems, Financial Reporting, Accounting, Account Reconciliation, Client Services, Microsoft Excel, Project Management, Cross-functional Team..., Due Diligence, Finance, Corporate Actions, Fund Of Funds, Team Leadership
Education
Long Island University, C.W. Post Campus
B.S., Finance
Pace University - Lubin School of Business
M.B.A, Investment Management
Yuliya Moskvina's SS&C GlobeOp Experience January 2015 - Present
Job Manager Fund Accounting GlobeOp Financial Services
Industry Financial Services
Experience
SS&C GlobeOp January 2015 - Present
GlobeOp Financial Services LLC August 2005 - Present
Skills
Hedge Funds, Fixed Income, Derivatives, Fund Accounting, Bloomberg, Financial Statements, Alternative Investments, Regulatory Filings, Asset Management, Capital Markets, Equities, FX Options, Financial Markets, Fund Administration, Fund Of Funds, Investment Banking, Middle Office, Options, Securities, Swaps, Valuation
Education
Pace University - Lubin School of Business 2009 — 2011
Master of Business Administration (MBA), Finance and Financial Management Services
Pace University 2000 — 2005
Finance, Minor in Business Management
Mannes College of Music 1996 — 2000
Preparatory Division, Piano
SS&C GlobeOp January 2015 - Present
GlobeOp Financial Services LLC August 2005 - Present
Skills
Hedge Funds, Fixed Income, Derivatives, Fund Accounting, Bloomberg, Financial Statements, Alternative Investments, Regulatory Filings, Asset Management, Capital Markets, Equities, FX Options, Financial Markets, Fund Administration, Fund Of Funds, Investment Banking, Middle Office, Options, Securities, Swaps, Valuation
Education
Pace University - Lubin School of Business 2009 — 2011
Master of Business Administration (MBA), Finance and Financial Management Services
Pace University 2000 — 2005
Finance, Minor in Business Management
Mannes College of Music 1996 — 2000
Preparatory Division, Piano
Diana Pak's SS&C GlobeOp Experience January 2015 - Present
Job Loan Agency
Industry Investment Management
Experience
SS&C GlobeOp January 2015 - Present
SS&C GlobeOp August 2013 - 2014
Ares Management June 2012 - August 2013
Ares Management April 2011 - June 2012
Jefferies & Company July 2007 - April 2008
Morgan Samuels Company April 2006 - April 2007
Skills
Investments, Financial Modeling, Asset Management, Asset Managment, Real Estate, Microsoft Excel, Operational Execution, Finance, Commercial Real Estate, Corporate Finance, Financial Analysis, Customer Service
Education
University of California, Los Angeles
Bachelor of Arts, Psychology
SS&C GlobeOp January 2015 - Present
SS&C GlobeOp August 2013 - 2014
Ares Management June 2012 - August 2013
Ares Management April 2011 - June 2012
Jefferies & Company July 2007 - April 2008
Morgan Samuels Company April 2006 - April 2007
Skills
Investments, Financial Modeling, Asset Management, Asset Managment, Real Estate, Microsoft Excel, Operational Execution, Finance, Commercial Real Estate, Corporate Finance, Financial Analysis, Customer Service
Education
University of California, Los Angeles
Bachelor of Arts, Psychology
Sharnbir Nahil's SS&C GlobeOp Experience June 2007 - Present
Job Senior Associate, IT at SS&C GlobeOp
Industry Financial Services
Experience
SS&C GlobeOp June 2007 - Present
IBM January 2000 - November 2002
Education
Thapar Institute of Engineering and Technology 1998 — 2000
SS&C GlobeOp June 2007 - Present
IBM January 2000 - November 2002
Education
Thapar Institute of Engineering and Technology 1998 — 2000
Melanie Milan's SS&C GlobeOp Experience November 2012 - Present
Job Hedge Fund Accounting Associate Manager at SS&C GlobeOp
Industry Accounting
Experience
SS&C GlobeOp November 2012 - Present
HSBC Securities Services May 2007 - September 2012
Morgan Stanley Investment Management September 2005 - May 2007
Skills
Hedge Funds, Valuation, Reconciliations, Fund Accounting, Fund Administration, Alternative Investments, Fund Of Funds, Bloomberg, Derivatives, Geneva, Swaps, Accounting, Account Reconciliation
Education
National University of Singapore / NUS 2005 — 2005
Semester Abroad
Penn State University 2001 — 2005
BS, Accounting
SS&C GlobeOp November 2012 - Present
HSBC Securities Services May 2007 - September 2012
Morgan Stanley Investment Management September 2005 - May 2007
Skills
Hedge Funds, Valuation, Reconciliations, Fund Accounting, Fund Administration, Alternative Investments, Fund Of Funds, Bloomberg, Derivatives, Geneva, Swaps, Accounting, Account Reconciliation
Education
National University of Singapore / NUS 2005 — 2005
Semester Abroad
Penn State University 2001 — 2005
BS, Accounting
Dawn Rorke Munno's SS&C GlobeOp Experience February 2009 - Present
Job Director Head of Client OnBoarding at SS&C GlobeOp
Industry Investment Management
Experience
SS&C GlobeOp February 2009 - Present
FrontPoint 2006 - 2008
Dawn Rorke Munno January 2000 - January 2006
Morgan Stanley Dean Witter Advisors January 1993 - January 2000
Skills
Project Management, Product Management, Strategic Planning, Hedge Funds, Asset Managment, Portfolio Management, Investment Management, Alternative Investments, Middle Office, Trading, Investment Strategies, Mutual Funds, Fund Administration, Due Diligence, Outsourcing, Equities, Fixed Income, Asset Management, Financial Services, Back Office, Asset Allocation, Management, Competitive Analysis, Risk Management, Bloomberg, CRM, Securities, Derivatives, Trading Systems, Capital Markets
Education
New York University - Leonard N. Stern School of Business 1996 — 1999
MBA, Finance and Management
Pace University - Lubin School of Business
Bachelors of Business Administration, Finance
SS&C GlobeOp February 2009 - Present
FrontPoint 2006 - 2008
Dawn Rorke Munno January 2000 - January 2006
Morgan Stanley Dean Witter Advisors January 1993 - January 2000
Skills
Project Management, Product Management, Strategic Planning, Hedge Funds, Asset Managment, Portfolio Management, Investment Management, Alternative Investments, Middle Office, Trading, Investment Strategies, Mutual Funds, Fund Administration, Due Diligence, Outsourcing, Equities, Fixed Income, Asset Management, Financial Services, Back Office, Asset Allocation, Management, Competitive Analysis, Risk Management, Bloomberg, CRM, Securities, Derivatives, Trading Systems, Capital Markets
Education
New York University - Leonard N. Stern School of Business 1996 — 1999
MBA, Finance and Management
Pace University - Lubin School of Business
Bachelors of Business Administration, Finance
Nina Kovatchev's SS&C GlobeOp Experience June 2010 - March 2013
Job Sr. Client Service Specialist at DSM Capital Partners LLC
Industry Financial Services
Experience
DSM Capital Partners LLC February 2014 - Present
S.A.C. Capital Advisors January 2014 - February 2014
SS&C GlobeOp June 2010 - March 2013
Davenport & Associates November 2009 - February 2010
Kenmar Group Inc. October 2006 - November 2009
Skills
Derivatives, Hedge Funds, Alternative Investments, Equities, Financial Reporting, Fixed Income, Bloomberg, Fund Of Funds, Commodity, Swaps, Middle Office, Options, Bonds, FINRA, Hedging, Mutual Funds, Fund Administration, Securities
Education
University at Albany, SUNY 1999 — 2003
DSM Capital Partners LLC February 2014 - Present
S.A.C. Capital Advisors January 2014 - February 2014
SS&C GlobeOp June 2010 - March 2013
Davenport & Associates November 2009 - February 2010
Kenmar Group Inc. October 2006 - November 2009
Skills
Derivatives, Hedge Funds, Alternative Investments, Equities, Financial Reporting, Fixed Income, Bloomberg, Fund Of Funds, Commodity, Swaps, Middle Office, Options, Bonds, FINRA, Hedging, Mutual Funds, Fund Administration, Securities
Education
University at Albany, SUNY 1999 — 2003
Carelle McKenna's SS&C GlobeOp Experience September 2013 - Present
Job Associate Director at SS&C GlobeOp
Industry Investment Management
Experience
SS&C GlobeOp September 2013 - Present
HSBC Alternative Funds Services October 2006 - December 2012
The Reserve Funds December 2004 - October 2006
Seligman Data Corp April 1999 - December 2004
Societe Generale August 1996 - April 1999
Skills
Hedge Funds, Manage Client..., Project Planning, Coaching Staff, Operational Due..., Investor Relations, New Business Development, Business Process..., Internal Controls, Fund Administration, Mutual Funds, Strategy, Fund Of Funds, Financial Services
Education
Providence College 1992 — 1996
SS&C GlobeOp September 2013 - Present
HSBC Alternative Funds Services October 2006 - December 2012
The Reserve Funds December 2004 - October 2006
Seligman Data Corp April 1999 - December 2004
Societe Generale August 1996 - April 1999
Skills
Hedge Funds, Manage Client..., Project Planning, Coaching Staff, Operational Due..., Investor Relations, New Business Development, Business Process..., Internal Controls, Fund Administration, Mutual Funds, Strategy, Fund Of Funds, Financial Services
Education
Providence College 1992 — 1996
Amit Amin's SS&C GlobeOp Experience January 2009 - January 2011
Job Associate Manager at GlobeOp Financial Services
Industry Financial Services
Experience
GlobeOp Financial Services January 2011 - Present
SS&C GlobeOp January 2009 - January 2011
SS&C GlobeOp January 2007 - January 2009
Apple Bank for Savings May 2004 - December 2006
Skills
Middle Office, Fund Administration, Fixed Income, Hedge Funds, Swaps, Fund Accounting, Derivatives, Prime Brokerage, Corporate Actions, Settlement, Bloomberg, Credit Derivatives, FX Options, Collateral Management, Back Office, Equities
Education
Pace University 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance, General
GlobeOp Financial Services January 2011 - Present
SS&C GlobeOp January 2009 - January 2011
SS&C GlobeOp January 2007 - January 2009
Apple Bank for Savings May 2004 - December 2006
Skills
Middle Office, Fund Administration, Fixed Income, Hedge Funds, Swaps, Fund Accounting, Derivatives, Prime Brokerage, Corporate Actions, Settlement, Bloomberg, Credit Derivatives, FX Options, Collateral Management, Back Office, Equities
Education
Pace University 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance, General
Johny Villard's SS&C GlobeOp Experience January 2015 - Present
Job Manager at SS&C GlobeOp Financial Services
Industry Financial Services
Experience
SS&C GlobeOp January 2015 - Present
SS&C Globeop January 2010 - January 2015
UBS Investment Bank June 2006 - November 2008
UBS Investment Bank November 2004 - June 2006
UBS Investment Bank June 2001 - November 2004
Skills
CLO, Credit, Credit Derivatives, Equities, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Middle Office, Loans, Project Management, Syndications, Fund Administration, Derivatives, Bloomberg, Capital Markets, Trading
Education
North Carolina Central University 1997 — 2001
SS&C GlobeOp January 2015 - Present
SS&C Globeop January 2010 - January 2015
UBS Investment Bank June 2006 - November 2008
UBS Investment Bank November 2004 - June 2006
UBS Investment Bank June 2001 - November 2004
Skills
CLO, Credit, Credit Derivatives, Equities, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Middle Office, Loans, Project Management, Syndications, Fund Administration, Derivatives, Bloomberg, Capital Markets, Trading
Education
North Carolina Central University 1997 — 2001
Erin Keating's SS&C GlobeOp Experience June 2015 - Present
Job Associate Manager at SS&C Globeop
Industry Accounting
Experience
SS&C GlobeOp June 2015 - Present
Rho Capital Partners January 2010 - May 2015
Veronis Suhler Stevenson March 2007 - June 2009
HSBC October 2006 - February 2007
BISYS Fund Services August 2005 - September 2006
SEI Investments August 2004 - August 2005
SEI Investments April 2003 - July 2004
SEI Investments July 2000 - March 2003
GEFA 1999 - 1999
Skills
Reconciliation, Valuation, Fund Accounting, Hedge Funds, Financial Analysis, Account Reconciliation
Education
Philadelphia University 1996 — 2000
BS, Accounting
SS&C GlobeOp June 2015 - Present
Rho Capital Partners January 2010 - May 2015
Veronis Suhler Stevenson March 2007 - June 2009
HSBC October 2006 - February 2007
BISYS Fund Services August 2005 - September 2006
SEI Investments August 2004 - August 2005
SEI Investments April 2003 - July 2004
SEI Investments July 2000 - March 2003
GEFA 1999 - 1999
Skills
Reconciliation, Valuation, Fund Accounting, Hedge Funds, Financial Analysis, Account Reconciliation
Education
Philadelphia University 1996 — 2000
BS, Accounting
Thomas Ki Hyoun Kim's SS&C GlobeOp Experience August 2013 - April 2014
Job Sr. Business Analyst at Viking Cruises
Industry Information Technology and Services
Experience
Viking Cruises February 2015 - Present
SS&C GlobeOp August 2013 - April 2014
Ares Management November 2012 - August 2013
Ares Management March 2009 - November 2012
Countrywide Securities Corporation July 2007 - October 2008
UCSD Medical Center November 2002 - July 2007
Skills
Financial Analysis, Fixed Income, Capital Markets, Management, Equities, Accounting, Finance, Investments, Bloomberg, Project Management, Valuation, Financial Reporting, SQL, Analysis, Securities, Microsoft SQL Server, T-SQL, Financial Modeling, Database Design
Education
University of California, San Diego 1999 — 2006
Bachelor of Arts (B.A.), Mathematics and Computer Science
Viking Cruises February 2015 - Present
SS&C GlobeOp August 2013 - April 2014
Ares Management November 2012 - August 2013
Ares Management March 2009 - November 2012
Countrywide Securities Corporation July 2007 - October 2008
UCSD Medical Center November 2002 - July 2007
Skills
Financial Analysis, Fixed Income, Capital Markets, Management, Equities, Accounting, Finance, Investments, Bloomberg, Project Management, Valuation, Financial Reporting, SQL, Analysis, Securities, Microsoft SQL Server, T-SQL, Financial Modeling, Database Design
Education
University of California, San Diego 1999 — 2006
Bachelor of Arts (B.A.), Mathematics and Computer Science
Jeannie Wang's SS&C GlobeOp Experience April 2015 - Present
Job
Industry Financial Services
Experience
SS&C GlobeOp April 2015 - Present
Bank of America Merrill Lynch November 2009 - April 2015
Merrill Lynch April 2008 - November 2009
Merrill Lynch April 2007 - April 2008
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (B.B.A.), Accounting
SS&C GlobeOp April 2015 - Present
Bank of America Merrill Lynch November 2009 - April 2015
Merrill Lynch April 2008 - November 2009
Merrill Lynch April 2007 - April 2008
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (B.B.A.), Accounting
John Stavrou's SS&C GlobeOp Experience December 2008 - Present
Job Valuations Director at SS&C GlobeOp
Industry Financial Services
Experience
SS&C Globeop December 2008 - Present
GlobeOp Financial Services September 2004 - December 2008
AIG Trading Group September 1999 - September 2004
Skills
Valuation, Asset Management, Investment Banking, Alternative Investments, Capital Markets, Equities, Fixed Income, Hedge Funds, Derivatives, Asset Managment, Bloomberg, FX Options, Financial Markets, Trading, Securities, Portfolio Management, Options, Middle Office, Financial Services
Education
Pace University - Lubin School of Business 2002 — 2004
MBA, Finance
Manhattan College 1995 — 1999
BS, Finance
SS&C Globeop December 2008 - Present
GlobeOp Financial Services September 2004 - December 2008
AIG Trading Group September 1999 - September 2004
Skills
Valuation, Asset Management, Investment Banking, Alternative Investments, Capital Markets, Equities, Fixed Income, Hedge Funds, Derivatives, Asset Managment, Bloomberg, FX Options, Financial Markets, Trading, Securities, Portfolio Management, Options, Middle Office, Financial Services
Education
Pace University - Lubin School of Business 2002 — 2004
MBA, Finance
Manhattan College 1995 — 1999
BS, Finance
Joshua Mednick'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
SS&C GlobeOp July 2011 - December 2014
JPMORGANCHASE, Hedge Fund Services September 2009 - March 2010
SANDELMAN PARTNERS, L.P August 2007 - November 2008
SUISSE, Credit Suisse Asset Management June 2005 - August 2007
JPMorgan Chase June 2000 - June 2005
KPMG, LLP August 1998 - June 2000
BENEFICIAL MANAGEMENT CORPORATION September 1997 - August 1998
REIN & ASSOCIATES July 1996 - September 1997
Education
State University of New York at Buffalo - School of Management 1992 — 1996
B.S., Accounting
Randolph High School 1990 — 1992
SS&C GlobeOp January 2015 - Present
SS&C GlobeOp July 2011 - December 2014
JPMORGANCHASE, Hedge Fund Services September 2009 - March 2010
SANDELMAN PARTNERS, L.P August 2007 - November 2008
SUISSE, Credit Suisse Asset Management June 2005 - August 2007
JPMorgan Chase June 2000 - June 2005
KPMG, LLP August 1998 - June 2000
BENEFICIAL MANAGEMENT CORPORATION September 1997 - August 1998
REIN & ASSOCIATES July 1996 - September 1997
Education
State University of New York at Buffalo - School of Management 1992 — 1996
B.S., Accounting
Randolph High School 1990 — 1992
Annette M. Morin's SS&C GlobeOp Experience November 2014 - Present
Job Senior Manager at SS&C GlobeOp
Industry Venture Capital & Private Equity
Experience
SS&C GlobeOp November 2014 - Present
State Street Corporation 2005 - October 2014
Sumitomo Chemical 1998 - 2005
Liz Claiborne, Inc. 1991 - 1998
Skills
Fund Administration, Alternative Investments, Fund Accounting, Fund Of Funds, Private Equity, Inventory Accounting, Financial Reporting, Accounting, Due Diligence, Finance, Financial Analysis, Corporate Finance, Financial Modeling, Financial Services, Internal Controls, Management, US GAAP
Education
Montclair State University 1986 — 1990
Bachelors of science, Accounting
SS&C GlobeOp November 2014 - Present
State Street Corporation 2005 - October 2014
Sumitomo Chemical 1998 - 2005
Liz Claiborne, Inc. 1991 - 1998
Skills
Fund Administration, Alternative Investments, Fund Accounting, Fund Of Funds, Private Equity, Inventory Accounting, Financial Reporting, Accounting, Due Diligence, Finance, Financial Analysis, Corporate Finance, Financial Modeling, Financial Services, Internal Controls, Management, US GAAP
Education
Montclair State University 1986 — 1990
Bachelors of science, Accounting
Anna Krawczuk's SS&C GlobeOp Experience October 2006 - Present
Job Talent Aquisition Partner at SS&C GlobeOp
Industry Financial Services
Experience
SS&C GlobeOp October 2006 - Present
Consultant November 2005 - October 2006
Aon January 1996 - January 2005
Skills
Sourcing, Onboarding, Fixed Income, Deferred Compensation, Recruiting, Management, Leadership, Talent Acquisition, Applicant Tracking..., Talent Management, SDLC, Asset Management, Human Resources, Finance, Interviews, Risk Management, Portfolio Management, Screening, Customer Service, Capital Markets, Outsourcing, Social Media, Internet Recruiting, Time Management, Banking, Microsoft Excel, PeopleSoft, Hiring, Consulting, Hedge Funds, Financial Services, Executive Search, Technical Recruiting
Education
Rutgers, The State University of New Jersey-New Brunswick
History, Psychology
SS&C GlobeOp October 2006 - Present
Consultant November 2005 - October 2006
Aon January 1996 - January 2005
Skills
Sourcing, Onboarding, Fixed Income, Deferred Compensation, Recruiting, Management, Leadership, Talent Acquisition, Applicant Tracking..., Talent Management, SDLC, Asset Management, Human Resources, Finance, Interviews, Risk Management, Portfolio Management, Screening, Customer Service, Capital Markets, Outsourcing, Social Media, Internet Recruiting, Time Management, Banking, Microsoft Excel, PeopleSoft, Hiring, Consulting, Hedge Funds, Financial Services, Executive Search, Technical Recruiting
Education
Rutgers, The State University of New Jersey-New Brunswick
History, Psychology
Geoffrey Preston's SS&C GlobeOp Experience October 2011 - May 2013
Job Client Investment Manager at GE Asset Management
Industry Banking
Experience
GE May 2013 - Present
SS&C GlobeOp October 2011 - May 2013
Goldman Sachs April 2010 - October 2011
Lloyds TSB Bank plc September 2008 - March 2009
Deutsche Bank 2005 - 2008
Peoples Bank 2002 - 2005
The Heritage Foundation 2003 - 2003
Skills
Equities, Capital Markets, Fixed Income, Derivatives, Hedge Funds, Banking, Bloomberg, Financial Modeling, Financial Services, Finance, Risk Management, Investments
Education
Quinnipiac University 2014 — 2016
Master's Degree
University of Connecticut 2000 — 2004
BA
GE May 2013 - Present
SS&C GlobeOp October 2011 - May 2013
Goldman Sachs April 2010 - October 2011
Lloyds TSB Bank plc September 2008 - March 2009
Deutsche Bank 2005 - 2008
Peoples Bank 2002 - 2005
The Heritage Foundation 2003 - 2003
Skills
Equities, Capital Markets, Fixed Income, Derivatives, Hedge Funds, Banking, Bloomberg, Financial Modeling, Financial Services, Finance, Risk Management, Investments
Education
Quinnipiac University 2014 — 2016
Master's Degree
University of Connecticut 2000 — 2004
BA
John Pak's SS&C GlobeOp Experience May 2014 - Present
Job Senior Fund Accountant at SS&C GlobeOp (CPA Candidate)
Industry Accounting
Experience
SS&C GlobeOp May 2014 - Present
Oaktree Capital March 2014 - May 2014
Deutsche Bank June 2012 - March 2014
Chase August 2010 - June 2012
New York Life Insurance Company May 2009 - March 2010
AXA Advisors May 2007 - April 2009
Skills
Finance, Microsoft Excel, Investments, Financial Analysis, Financial Reporting, Bank Reconciliation, Financial Modeling, Credit, Strategic Financial..., Portfolio Management, Mutual Funds, Series 7, Equities, Asset Managment, Banking, Insurance, Budgets, Accounting, Bloomberg, Securities, Financial Services
Education
University of California, Riverside 2002 — 2006
Bachelor of Science, Business Administration; Accounting 2006
SS&C GlobeOp May 2014 - Present
Oaktree Capital March 2014 - May 2014
Deutsche Bank June 2012 - March 2014
Chase August 2010 - June 2012
New York Life Insurance Company May 2009 - March 2010
AXA Advisors May 2007 - April 2009
Skills
Finance, Microsoft Excel, Investments, Financial Analysis, Financial Reporting, Bank Reconciliation, Financial Modeling, Credit, Strategic Financial..., Portfolio Management, Mutual Funds, Series 7, Equities, Asset Managment, Banking, Insurance, Budgets, Accounting, Bloomberg, Securities, Financial Services
Education
University of California, Riverside 2002 — 2006
Bachelor of Science, Business Administration; Accounting 2006
Patricia Karsten's SS&C GlobeOp Experience 2012 - 2013
Job Kenbrooke Designs
Industry Design
Experience
Kenbrooke Designs 1985 - Present
SS&C GlobeOp 2012 - 2013
Skills
Interiors, Space Planning, Interior Design, Residential Design, Residential, Lighting, Remodeling, Interior Architecture
Education
Southern Illinois University, Carbondale 1970 — 1975
BS -, Architectural Design, Masters hours in Art Therapy -
Kenbrooke Designs 1985 - Present
SS&C GlobeOp 2012 - 2013
Skills
Interiors, Space Planning, Interior Design, Residential Design, Residential, Lighting, Remodeling, Interior Architecture
Education
Southern Illinois University, Carbondale 1970 — 1975
BS -, Architectural Design, Masters hours in Art Therapy -
Julie Lorig's SS&C GlobeOp Experience December 2002 - June 2005
Job Chief Financial Officer at Meghalaya Partners
Industry Investment Management
Experience
Meghalaya Partners May 2015 - Present
Southpaw Asset Management LP June 2005 - May 2015
SS&C GlobeOp December 2002 - June 2005
State Street June 2001 - December 2002
Skills
Hedge Funds, Equities, Valuation, Risk Management, Capital Markets, Derivatives, Asset Managment, Fixed Income, Asset Management, Alternative Investments, Commodity, Securities, Bloomberg, Investments, Trading, Options, Mutual Funds, Portfolio Management
Education
Saint Anselm College 1997 — 2001
Bachelor of Arts, Business
Meghalaya Partners May 2015 - Present
Southpaw Asset Management LP June 2005 - May 2015
SS&C GlobeOp December 2002 - June 2005
State Street June 2001 - December 2002
Skills
Hedge Funds, Equities, Valuation, Risk Management, Capital Markets, Derivatives, Asset Managment, Fixed Income, Asset Management, Alternative Investments, Commodity, Securities, Bloomberg, Investments, Trading, Options, Mutual Funds, Portfolio Management
Education
Saint Anselm College 1997 — 2001
Bachelor of Arts, Business
Carolina Sportella's SS&C GlobeOp Experience 2014 - Present
Job Fund Controller & Investor Relations
Industry Accounting
Experience
SS&C GlobeOp 2014 - Present
Guggenheim Partners 2009 - 2013
Ernst & Young 2005 - 2009
Skills
GAAP, Accounting, Internal Controls, Financial Analysis, Financial Reporting
Education
Queens College
Bachelor’s Degree
SS&C GlobeOp 2014 - Present
Guggenheim Partners 2009 - 2013
Ernst & Young 2005 - 2009
Skills
GAAP, Accounting, Internal Controls, Financial Analysis, Financial Reporting
Education
Queens College
Bachelor’s Degree
Margaret Hanley's SS&C GlobeOp Experience April 2011 - October 2014
Job Principal Clerk
Industry Legal Services
Experience
Commonwealth of Massachusetts November 2014 - Present
SS&C GlobeOp April 2011 - October 2014
Sharp Valuation, LLC 2005 - 2010
Computer Sciences Corporation, CSC Consulting Group January 1997 - June 2001
CSC January 1997 - December 1998
Commonwealth of Massachusetts Chief Administrative Justice of the Trial Court 1989 - 1994
Skills
Office Management, Investor Relations, Marketing, Marketing Communications, Salesforce.com, Financial Accounting, QuickBooks, Process Improvement
Education
Suffolk University
Bachelor's Degree, Law/Criminolgy
Commonwealth of Massachusetts November 2014 - Present
SS&C GlobeOp April 2011 - October 2014
Sharp Valuation, LLC 2005 - 2010
Computer Sciences Corporation, CSC Consulting Group January 1997 - June 2001
CSC January 1997 - December 1998
Commonwealth of Massachusetts Chief Administrative Justice of the Trial Court 1989 - 1994
Skills
Office Management, Investor Relations, Marketing, Marketing Communications, Salesforce.com, Financial Accounting, QuickBooks, Process Improvement
Education
Suffolk University
Bachelor's Degree, Law/Criminolgy
Michelle Guzman's SS&C GlobeOp Experience November 2011 - August 2012
Job AML Compliance Officer II
Industry Financial Services
Experience
Western Union May 2014 - Present
Western Union May 2013 - May 2014
Prudential Financial January 2013 - May 2013
SS&C GlobeOp November 2011 - August 2012
Standard Chartered Bank August 2009 - November 2011
Citi November 2006 - May 2009
Skills
Investments, Banking, Strategic Financial..., Portfolio Management, Mutual Funds, Accounting, Financial Reporting, Financial Analysis, Business Analysis, Retirement Planning, Sales Management, Sarbanes-Oxley Act, Equities, Fixed Annuities, Securities, Retirement, Wealth Management, Credit, CAMS, AML, USA PATRIOT Act, Fraud Detection, Risk Management, Criminal Investigations, Anti Money Laundering, Financial Planning, Financial Services
Education
Utica College 2014 — 2015
Master of Economic Crime and Fraud Management
Montclair State University 2005 — 2010
Bachelor of Business Administration (BBA), Business Administration and Management, General and Accounting
Western Union May 2014 - Present
Western Union May 2013 - May 2014
Prudential Financial January 2013 - May 2013
SS&C GlobeOp November 2011 - August 2012
Standard Chartered Bank August 2009 - November 2011
Citi November 2006 - May 2009
Skills
Investments, Banking, Strategic Financial..., Portfolio Management, Mutual Funds, Accounting, Financial Reporting, Financial Analysis, Business Analysis, Retirement Planning, Sales Management, Sarbanes-Oxley Act, Equities, Fixed Annuities, Securities, Retirement, Wealth Management, Credit, CAMS, AML, USA PATRIOT Act, Fraud Detection, Risk Management, Criminal Investigations, Anti Money Laundering, Financial Planning, Financial Services
Education
Utica College 2014 — 2015
Master of Economic Crime and Fraud Management
Montclair State University 2005 — 2010
Bachelor of Business Administration (BBA), Business Administration and Management, General and Accounting
Michael Totman's SS&C GlobeOp Experience September 2012 - Present
Job Manager, SS&C Technologies
Industry Financial Services
Experience
SS&C GlobeOp September 2012 - Present
SS&C Technologies February 2010 - Present
Bermuda Lacrosse Association September 2007 - September 2009
Citi Hedge Fund Services, Ltd February 2005 - February 2009
Fidelity Investments June 2001 - September 2004
Skills
Marketing, Event Planning, Management, Fundraising, Press Releases, Financial Services, Accounting, Portfolio Management, Media Relations, Mutual Funds, Blogging, Sports Marketing, Sports, Sponsorship, Business Analysis, Enterprise Architecture, Leadership, Time Management
Education
Bryant University Executive Development Center 2006 — 2007
Certificate, Project Management
Suffolk University - Sawyer Business School 2002 — 2004
MBA, Finance
Stonehill College 1997 — 2001
BSBA, Finance, general business, computer information systems
SS&C GlobeOp September 2012 - Present
SS&C Technologies February 2010 - Present
Bermuda Lacrosse Association September 2007 - September 2009
Citi Hedge Fund Services, Ltd February 2005 - February 2009
Fidelity Investments June 2001 - September 2004
Skills
Marketing, Event Planning, Management, Fundraising, Press Releases, Financial Services, Accounting, Portfolio Management, Media Relations, Mutual Funds, Blogging, Sports Marketing, Sports, Sponsorship, Business Analysis, Enterprise Architecture, Leadership, Time Management
Education
Bryant University Executive Development Center 2006 — 2007
Certificate, Project Management
Suffolk University - Sawyer Business School 2002 — 2004
MBA, Finance
Stonehill College 1997 — 2001
BSBA, Finance, general business, computer information systems
Brett Goldsmith, CPA's SS&C GlobeOp Experience January 2015 - Present
Job Senior Fund Accountant at SS&C GlobeOp
Industry Accounting
Experience
SS&C GlobeOp January 2015 - Present
EisnerAmper LLP January 2012 - December 2014
Mitchell & Titus, LLP (Member Firm of Ernst & Young Global Limited) September 2010 - January 2012
Robert M. Fein & Company CPA'S PLLC November 2009 - August 2010
Skills
GAAP, Internal Controls, Accounting, US GAAP, Auditing, Sarbanes-Oxley Act, CPA, Internal Audit
Education
State University of New York at Buffalo - School of Management 2004 — 2008
Business Administration
SS&C GlobeOp January 2015 - Present
EisnerAmper LLP January 2012 - December 2014
Mitchell & Titus, LLP (Member Firm of Ernst & Young Global Limited) September 2010 - January 2012
Robert M. Fein & Company CPA'S PLLC November 2009 - August 2010
Skills
GAAP, Internal Controls, Accounting, US GAAP, Auditing, Sarbanes-Oxley Act, CPA, Internal Audit
Education
State University of New York at Buffalo - School of Management 2004 — 2008
Business Administration
Joseph Buffamante's SS&C GlobeOp Experience April 2005 - April 2006
Job Finance Controller
Industry Architecture & Planning
Experience
Experion Design Group April 2014 - Present
Cosmetic Executive Women INC / Cancer and Careers FDN June 2010 - April 2014
Feola Electric December 2008 - June 2010
SS&C Technologies November 2007 - December 2008
Sheridan Asset Management March 2007 - November 2007
Wexford Capital April 2006 - March 2007
SS&C GlobeOp April 2005 - April 2006
Skills
Accounting, Strategic Planning, Financial Reporting, Program Budgeting, Business Analysis, Financial Analysis, Finance, Cash Management, QuickBooks, Microsoft Excel, Internal Controls, Financial Modeling, Bloomberg, Management, Access, Microsoft Word, PowerPoint, Auditing, Analysis, Microsoft Office
Education
Manhattan College
Bachelor of Science (B.S.), Accounting / Computer Information Systems
SUNY Empire State College
Master's Degree, Business Administration, Management and Operations
Westlake High School 1996 — 2000
Regents Diploma
Experion Design Group April 2014 - Present
Cosmetic Executive Women INC / Cancer and Careers FDN June 2010 - April 2014
Feola Electric December 2008 - June 2010
SS&C Technologies November 2007 - December 2008
Sheridan Asset Management March 2007 - November 2007
Wexford Capital April 2006 - March 2007
SS&C GlobeOp April 2005 - April 2006
Skills
Accounting, Strategic Planning, Financial Reporting, Program Budgeting, Business Analysis, Financial Analysis, Finance, Cash Management, QuickBooks, Microsoft Excel, Internal Controls, Financial Modeling, Bloomberg, Management, Access, Microsoft Word, PowerPoint, Auditing, Analysis, Microsoft Office
Education
Manhattan College
Bachelor of Science (B.S.), Accounting / Computer Information Systems
SUNY Empire State College
Master's Degree, Business Administration, Management and Operations
Westlake High School 1996 — 2000
Regents Diploma
Robert Diaz Jr.'s SS&C GlobeOp Experience 2007 - October 2013
Job Managing Director at Gravitas
Industry Financial Services
Experience
Gravitas June 2014 - Present
SS&C Globeop 2007 - October 2013
GlobeOp Financial Services 2000 - 2007
Long Term Capital Management 1997 - 2000
Skills
Hedge Funds, Fund Administration, Derivatives, Fixed Income, Middle Office, Equities, Alternative Investments, Fund Accounting, Fund Of Funds, Capital Markets, Swaps, Credit Derivatives, CDS, Bloomberg, Prime Brokerage, Securities, Corporate Actions, Structured Products, FX Options, Options, Bonds
Education
Pace University - Lubin School of Business 1987 — 1993
BBA, Finance
Gravitas June 2014 - Present
SS&C Globeop 2007 - October 2013
GlobeOp Financial Services 2000 - 2007
Long Term Capital Management 1997 - 2000
Skills
Hedge Funds, Fund Administration, Derivatives, Fixed Income, Middle Office, Equities, Alternative Investments, Fund Accounting, Fund Of Funds, Capital Markets, Swaps, Credit Derivatives, CDS, Bloomberg, Prime Brokerage, Securities, Corporate Actions, Structured Products, FX Options, Options, Bonds
Education
Pace University - Lubin School of Business 1987 — 1993
BBA, Finance
Alex Velaochaga's SS&C GlobeOp Experience January 2014 - October 2014
Job Tax Senior at Deloitte
Industry Accounting
Experience
Deloitte November 2014 - Present
SS&C GlobeOp January 2014 - October 2014
Rothstein Kass October 2007 - December 2012
Education
Rutgers, The State University of New Jersey-Newark 2002 — 2006
BS, Accounting
Deloitte November 2014 - Present
SS&C GlobeOp January 2014 - October 2014
Rothstein Kass October 2007 - December 2012
Education
Rutgers, The State University of New Jersey-Newark 2002 — 2006
BS, Accounting
Meghna Pabbathi's SS&C GlobeOp Experience June 2015 - September 2015
Job Looking for a full time accounting/tax position in the NJ area
Industry Accounting
Experience
SS&C GlobeOp June 2015 - September 2015
Johns Hopkins Hospital November 2011 - May 2012
RSM McGladrey October 2008 - September 2009
KPMG 2007 - 2008
PwC August 2006 - June 2007
PREIT February 2004 - August 2006
Skills
GoSystems, ProSystem fx Tax, CCH ProSystem fx, CCH, RIA, Microsoft Office, Microsoft Excel, IRS, Accounting, Tax Preparation, Tax, Corporate Tax, Tax Returns, Financial Reporting, Journal Entries
Education
State University of New York College at Plattsburgh 2000 — 2002
BS, Accounting & Finance
GHS 1986 — 1997
High School
SS&C GlobeOp June 2015 - September 2015
Johns Hopkins Hospital November 2011 - May 2012
RSM McGladrey October 2008 - September 2009
KPMG 2007 - 2008
PwC August 2006 - June 2007
PREIT February 2004 - August 2006
Skills
GoSystems, ProSystem fx Tax, CCH ProSystem fx, CCH, RIA, Microsoft Office, Microsoft Excel, IRS, Accounting, Tax Preparation, Tax, Corporate Tax, Tax Returns, Financial Reporting, Journal Entries
Education
State University of New York College at Plattsburgh 2000 — 2002
BS, Accounting & Finance
GHS 1986 — 1997
High School
David Ngai's SS&C GlobeOp Experience November 2013 - Present
Job Director at SS&C Technologies
Industry Computer Software
Experience
SS&C GlobeOp November 2013 - Present
SS&C GlobeOp July 2011 - Present
SS&C Technologies March 2009 - July 2011
SS&C Technologies November 2008 - March 2009
SS&C Technologies January 2007 - November 2008
State Street November 2005 - January 2007
GE May 2004 - August 2004
Skills
Fund Accounting, Investments, Mutual Funds, Hedge Funds, Finance, Derivatives, Bloomberg, Equities, Fixed Income, Alternative Investments, Valuation, Capital Markets, Asset Management, Financial Analysis, Financial Reporting, Securities, Fund Administration, Financial Services, Financial Modeling, Private Equity, Accounting
Education
McMaster University 2001 — 2005
Honours Bachelor of Commerce, Finance
SS&C GlobeOp November 2013 - Present
SS&C GlobeOp July 2011 - Present
SS&C Technologies March 2009 - July 2011
SS&C Technologies November 2008 - March 2009
SS&C Technologies January 2007 - November 2008
State Street November 2005 - January 2007
GE May 2004 - August 2004
Skills
Fund Accounting, Investments, Mutual Funds, Hedge Funds, Finance, Derivatives, Bloomberg, Equities, Fixed Income, Alternative Investments, Valuation, Capital Markets, Asset Management, Financial Analysis, Financial Reporting, Securities, Fund Administration, Financial Services, Financial Modeling, Private Equity, Accounting
Education
McMaster University 2001 — 2005
Honours Bachelor of Commerce, Finance
Changpeng Li's SS&C GlobeOp Experience June 2013 - August 2013
Job Software Engineer at FactSet
Industry Computer Software
Experience
FactSet January 2014 - Present
NYU Polytechnic School of Engineering September 2013 - December 2013
SS&C GlobeOp June 2013 - August 2013
Polytechnic Institute of New York University June 2012 - June 2013
Polytechnic Institute of New York University September 2012 - January 2013
ZTE October 2008 - June 2011
Skills
Java, Python, Objective-C, PHP, C, C#, MySQL, Microsoft SQL Server, iOS development, GSM, NGN, PSTN, IP
Education
New York University 2012 — 2014
Master of Science (M.S.), Computer Science
Lomonosov Moscow State University (MSU) 2004 — 2008
Bachelor, Applied Maths&Computer Science
coursera.org
FactSet January 2014 - Present
NYU Polytechnic School of Engineering September 2013 - December 2013
SS&C GlobeOp June 2013 - August 2013
Polytechnic Institute of New York University June 2012 - June 2013
Polytechnic Institute of New York University September 2012 - January 2013
ZTE October 2008 - June 2011
Skills
Java, Python, Objective-C, PHP, C, C#, MySQL, Microsoft SQL Server, iOS development, GSM, NGN, PSTN, IP
Education
New York University 2012 — 2014
Master of Science (M.S.), Computer Science
Lomonosov Moscow State University (MSU) 2004 — 2008
Bachelor, Applied Maths&Computer Science
coursera.org
Melissa (Lasorsa) Bento's SS&C GlobeOp Experience June 2001 - March 2003
Job Vice President at Wexford Capital
Industry Investment Management
Experience
Wexford Capital May 2014 - Present
Wexford Capital February 2004 - May 2014
Paloma Partners March 2003 - February 2004
SS&C GlobeOp June 2001 - March 2003
Merrill Lynch May 2000 - August 2000
Skills
Hedge Funds, Private Equity, Bloomberg, Equities, Alternative Investments, Fund Of Funds, Fund Accounting, Investments, Asset Management, Securities, Due Diligence, Financial Reporting
Education
The College of New Jersey 1997 — 2001
Bachelor of Science (BS), Accounting and Finance
Wexford Capital May 2014 - Present
Wexford Capital February 2004 - May 2014
Paloma Partners March 2003 - February 2004
SS&C GlobeOp June 2001 - March 2003
Merrill Lynch May 2000 - August 2000
Skills
Hedge Funds, Private Equity, Bloomberg, Equities, Alternative Investments, Fund Of Funds, Fund Accounting, Investments, Asset Management, Securities, Due Diligence, Financial Reporting
Education
The College of New Jersey 1997 — 2001
Bachelor of Science (BS), Accounting and Finance
Tatyana Gerlovina's SS&C GlobeOp Experience September 2012 - Present
Job Senior Associate at SS&C GlobeOp
Industry Health, Wellness and Fitness
Experience
SS&C GlobeOp September 2012 - Present
Alere Health, LLC October 2007 - February 2010
MicroEdge July 2006 - October 2007
Thomson Financial July 2003 - July 2006
Education
Pace University 1999 — 2003
BS, Information Systems
SS&C GlobeOp September 2012 - Present
Alere Health, LLC October 2007 - February 2010
MicroEdge July 2006 - October 2007
Thomson Financial July 2003 - July 2006
Education
Pace University 1999 — 2003
BS, Information Systems
Deric He's SS&C GlobeOp Experience October 2014 - Present
Job Manager at SS&C GlobeOp
Industry Accounting
Experience
SS&C GlobeOp October 2014 - Present
EIM Management November 2010 - October 2014
JPMorgan Chase May 2010 - October 2010
Ivy Asset Management (BNY Mellon Subsidiary) April 2004 - April 2010
HSBC Securities October 2002 - April 2004
PriceWaterhouseCoopers June 1998 - October 2002
Skills
Hedge Funds, Mutual Funds, Fund Of Funds, Accounting, Private Equity, Corporate Finance, Valuation, Alternative Investments, Equities, Finance, Fund Accounting, Fund Administration, Asset Management, Fixed Income, Investments
Education
State University of New York at Buffalo
BS
SS&C GlobeOp October 2014 - Present
EIM Management November 2010 - October 2014
JPMorgan Chase May 2010 - October 2010
Ivy Asset Management (BNY Mellon Subsidiary) April 2004 - April 2010
HSBC Securities October 2002 - April 2004
PriceWaterhouseCoopers June 1998 - October 2002
Skills
Hedge Funds, Mutual Funds, Fund Of Funds, Accounting, Private Equity, Corporate Finance, Valuation, Alternative Investments, Equities, Finance, Fund Accounting, Fund Administration, Asset Management, Fixed Income, Investments
Education
State University of New York at Buffalo
BS
Pavel Blits's SS&C GlobeOp Experience 2009 - 2012
Job Supervisor at State Street Alternative Investment Solutions
Industry Financial Services
Experience
State Street March 2015 - Present
Citco Fund Services 2012 - March 2015
SS&C GlobeOp 2009 - 2012
MELIKYAN CANADA Corp 2005 - 2008
Skills
Hedge Funds, Financial Reporting, Accounting, Fund Services, Fund Accounting, Financial Analysis, Auditing, Fund Administration, Reconciliations, Bloomberg, Derivatives, Hedge Accounting, Corporate Actions, Accruals, Options, NAV, Alternative Investments, Bank Reconciliation, Swaps, Fixed Income, Financial Services, Financial Statements, Equities, Valuation, Accounts Payable, Portfolio Management, Fund Of Funds, Investments, FX Hedging, Dividends, CDS, Forwards, Bonds, Back Office, General Ledger, Transfer Agency, Middle Office, Bloomberg Terminal, Securities, Account Reconciliation
Education
Ryerson University 2007 — 2009
BC, Accounting
Seneca College 2004 — 2007
Diploma, Accounting and Finance
State Street March 2015 - Present
Citco Fund Services 2012 - March 2015
SS&C GlobeOp 2009 - 2012
MELIKYAN CANADA Corp 2005 - 2008
Skills
Hedge Funds, Financial Reporting, Accounting, Fund Services, Fund Accounting, Financial Analysis, Auditing, Fund Administration, Reconciliations, Bloomberg, Derivatives, Hedge Accounting, Corporate Actions, Accruals, Options, NAV, Alternative Investments, Bank Reconciliation, Swaps, Fixed Income, Financial Services, Financial Statements, Equities, Valuation, Accounts Payable, Portfolio Management, Fund Of Funds, Investments, FX Hedging, Dividends, CDS, Forwards, Bonds, Back Office, General Ledger, Transfer Agency, Middle Office, Bloomberg Terminal, Securities, Account Reconciliation
Education
Ryerson University 2007 — 2009
BC, Accounting
Seneca College 2004 — 2007
Diploma, Accounting and Finance
Paul Fitzpatrick, CPA's SS&C GlobeOp Experience April 2014 - Present
Job Director at SS&C GlobeOp
Industry Financial Services
Experience
Agile Fund Solutions, LLC September 2015 - Present
SS&C GlobeOp April 2014 - Present
Citigroup August 2012 - April 2014
GlobeOp Financial Services June 2004 - July 2012
Private Family Office January 2000 - June 2004
Morgan Stanley 1994 - 1999
Skills
Hedge Funds, Fixed Income, Swaps, Prime Brokerage, Credit Derivatives, Equities, Derivatives, Alternative Investments, Capital Markets, Fund Of Funds, Investment Banking, Equity Derivatives, Bloomberg, Options, Middle Office
Education
University at Albany, SUNY 1990 — 1994
Bachelors, Finance
Agile Fund Solutions, LLC September 2015 - Present
SS&C GlobeOp April 2014 - Present
Citigroup August 2012 - April 2014
GlobeOp Financial Services June 2004 - July 2012
Private Family Office January 2000 - June 2004
Morgan Stanley 1994 - 1999
Skills
Hedge Funds, Fixed Income, Swaps, Prime Brokerage, Credit Derivatives, Equities, Derivatives, Alternative Investments, Capital Markets, Fund Of Funds, Investment Banking, Equity Derivatives, Bloomberg, Options, Middle Office
Education
University at Albany, SUNY 1990 — 1994
Bachelors, Finance
Domenic Folino's SS&C GlobeOp Experience August 2013 - Present
Job Fund Accountant at SS&C GlobeOp
Industry Financial Services
Experience
SS&C GlobeOp August 2013 - Present
Contessa Calabrese July 2011 - Present
Education
CFA Institute
Finance
Ryerson University 2006 — 2010
BACHELOR OF COMMERCE, Major in Finance, Minor in Marketing
Jonkoping International Business School 2010 — 2010
SS&C GlobeOp August 2013 - Present
Contessa Calabrese July 2011 - Present
Education
CFA Institute
Finance
Ryerson University 2006 — 2010
BACHELOR OF COMMERCE, Major in Finance, Minor in Marketing
Jonkoping International Business School 2010 — 2010
Richard Eldred's SS&C GlobeOp Experience September 2011 - Present
Job Associate Manager at GlobeOp Financial Services
Industry Investment Management
Experience
SS&C GlobeOp September 2011 - Present
Skills
Risk Management, Client Services, Project Implementation, Prime Brokerage, Settlement, Hedge Funds, Fund Administration, Back Office, Financial Services, CDS, Bloomberg, Equities, Derivatives, Fixed Income, Capital Markets, Investment Banking, Mutual Funds, Securities
Education
Nottingham Trent University 1993 — 1996
BA (Hons) Business Administration, Business, Economics, Accounting
SS&C GlobeOp September 2011 - Present
Skills
Risk Management, Client Services, Project Implementation, Prime Brokerage, Settlement, Hedge Funds, Fund Administration, Back Office, Financial Services, CDS, Bloomberg, Equities, Derivatives, Fixed Income, Capital Markets, Investment Banking, Mutual Funds, Securities
Education
Nottingham Trent University 1993 — 1996
BA (Hons) Business Administration, Business, Economics, Accounting
Jacob Staats's SS&C GlobeOp Experience 2007 - Present
Job Senior Fund Accountant at SS&C GlobeOp
Industry Accounting
Experience
Hedgemetrix LLC July 2007 - Present
SS&C GlobeOp 2007 - Present
Education
Texas Tech University - Rawls College of Business
BBA, Accounting
Hedgemetrix LLC July 2007 - Present
SS&C GlobeOp 2007 - Present
Education
Texas Tech University - Rawls College of Business
BBA, Accounting
Jessie Dong's SS&C GlobeOp Experience May 2013 - September 2015
Job Accountant
Industry Accounting
Experience
SS&C GlobeOp May 2013 - September 2015
Citi Group Hedge Fund August 2011 - May 2013
J.P. Morgan July 2011 - August 2011
Newark Now January 2010 - April 2011
Skills
Account Reconciliation, Accounting, Auditing, Financial Accounting, Financial Analysis, Financial Risk, Internal Controls, Microsoft Office, Microsoft Word, Tax Returns, Financial Reporting, Financial Statements, Fund Accounting, Sarbanes-Oxley Act, Microsoft Excel, Bloomberg, Portfolio Management, Fund Administration, Hedge Funds, Derivatives, Accruals, Outlook, Finance, Bloomberg Terminal, Tax Preparation
Education
Rutgers, The State University of New Jersey-Newark 2008 — 2011
Bachelor, Accounting & Finance
SS&C GlobeOp May 2013 - September 2015
Citi Group Hedge Fund August 2011 - May 2013
J.P. Morgan July 2011 - August 2011
Newark Now January 2010 - April 2011
Skills
Account Reconciliation, Accounting, Auditing, Financial Accounting, Financial Analysis, Financial Risk, Internal Controls, Microsoft Office, Microsoft Word, Tax Returns, Financial Reporting, Financial Statements, Fund Accounting, Sarbanes-Oxley Act, Microsoft Excel, Bloomberg, Portfolio Management, Fund Administration, Hedge Funds, Derivatives, Accruals, Outlook, Finance, Bloomberg Terminal, Tax Preparation
Education
Rutgers, The State University of New Jersey-Newark 2008 — 2011
Bachelor, Accounting & Finance
Christopher Thiele's SS&C GlobeOp Experience May 2013 - July 2014
Job Performance Analyst at Conning
Industry Banking
Experience
Conning July 2014 - Present
SS&C GlobeOp May 2013 - July 2014
Higher One August 2011 - May 2013
Skills
Banking, Financial Analysis, Financial Services, Process Improvement, Microsoft Excel, Microsoft Office, Risk Management, Financial Modeling, PowerPoint, Microsoft Word, Customer Service, Business Analysis, Access, Analysis, Financial Reporting, Finance
Education
University of Colorado at Colorado Springs 2007 — 2011
Bachelor of Science (B.S.), Finance
Universitat Autònoma de Barcelona 2010 — 2010
Study Abroad Program, International Business
Conning July 2014 - Present
SS&C GlobeOp May 2013 - July 2014
Higher One August 2011 - May 2013
Skills
Banking, Financial Analysis, Financial Services, Process Improvement, Microsoft Excel, Microsoft Office, Risk Management, Financial Modeling, PowerPoint, Microsoft Word, Customer Service, Business Analysis, Access, Analysis, Financial Reporting, Finance
Education
University of Colorado at Colorado Springs 2007 — 2011
Bachelor of Science (B.S.), Finance
Universitat Autònoma de Barcelona 2010 — 2010
Study Abroad Program, International Business
justin kinneen's SS&C GlobeOp Experience January 2015 - Present
Job Student at Plymouth State University
Industry Accounting
Experience
SS&C GlobeOp January 2015 - Present
SS&C GlobeOp March 2013 - January 2015
Luxottica Retail May 2011 - 2013
Plymouth State University March 2011 - May 2012
Plymouth State University January 2011 - April 2011
Waterville Valley Ski Resort November 2009 - February 2011
Education
Plymouth State University
Bachelor of Science Degree, Accounting
SS&C GlobeOp January 2015 - Present
SS&C GlobeOp March 2013 - January 2015
Luxottica Retail May 2011 - 2013
Plymouth State University March 2011 - May 2012
Plymouth State University January 2011 - April 2011
Waterville Valley Ski Resort November 2009 - February 2011
Education
Plymouth State University
Bachelor of Science Degree, Accounting
Mohsen Daynouri's SS&C GlobeOp Experience December 2012 - Present
Job SS&C GlobeOp
Industry Financial Services
Experience
SS&C GlobeOp December 2012 - Present
The Citco Group of Companies August 2008 - November 2012
Skills
Banking, Process Improvement, Market Research, Valuation, Software Project..., Fixed Income, Statistics, Derivatives, Project Planning, Oracle, Microsoft Office, Customer Service, Analysis, Leadership, Business Strategy, Selling, Mutual Funds, Financial Analysis, Corporate Finance, Financial Modeling, Bloomberg, Portfolio Management, Telecommunications, Risk Management, Contract Management, Microsoft Excel, Commercial Real Estate, Java, Team Leadership, Engineering, Budgets, Strategic Financial..., Project Management, Microsoft Word, Databases, Equities, Executive Search, Integration, Real Estate, Requirements Analysis, Strategic Planning, C++, Recruiting, Access, Capital Markets, SQL, Strategic Partnerships, Start-ups, Programming, Securities
Education
Ryerson University 2002 — 2007
Bachelor of Commerce, Major: Finance Minor: Law
SS&C GlobeOp December 2012 - Present
The Citco Group of Companies August 2008 - November 2012
Skills
Banking, Process Improvement, Market Research, Valuation, Software Project..., Fixed Income, Statistics, Derivatives, Project Planning, Oracle, Microsoft Office, Customer Service, Analysis, Leadership, Business Strategy, Selling, Mutual Funds, Financial Analysis, Corporate Finance, Financial Modeling, Bloomberg, Portfolio Management, Telecommunications, Risk Management, Contract Management, Microsoft Excel, Commercial Real Estate, Java, Team Leadership, Engineering, Budgets, Strategic Financial..., Project Management, Microsoft Word, Databases, Equities, Executive Search, Integration, Real Estate, Requirements Analysis, Strategic Planning, C++, Recruiting, Access, Capital Markets, SQL, Strategic Partnerships, Start-ups, Programming, Securities
Education
Ryerson University 2002 — 2007
Bachelor of Commerce, Major: Finance Minor: Law
Vincent kofie's SS&C GlobeOp Experience February 2015 - Present
Job Operations Analyst
Industry Financial Services
Experience
SS&C GlobeOp February 2015 - Present
State Street Bank September 2005 - February 2015
Oppenheimer & Co. Inc. June 2000 - October 2005
Skills
Middle Office, Omgeo Oasys, CTM, Bloomberg, Fixed Income, Hedge Funds, Bonds, Fund Accounting, Corporate Actions, Settlement, Fund Administration, Derivatives, Swaps, Equities, Credit Derivatives, Back Office, FX Options, OTC, Securities, Mutual Funds
Education
New York Institute of Technology 1992 — 1999
Bachelor of Business Administration (B.B.A.)
SS&C GlobeOp February 2015 - Present
State Street Bank September 2005 - February 2015
Oppenheimer & Co. Inc. June 2000 - October 2005
Skills
Middle Office, Omgeo Oasys, CTM, Bloomberg, Fixed Income, Hedge Funds, Bonds, Fund Accounting, Corporate Actions, Settlement, Fund Administration, Derivatives, Swaps, Equities, Credit Derivatives, Back Office, FX Options, OTC, Securities, Mutual Funds
Education
New York Institute of Technology 1992 — 1999
Bachelor of Business Administration (B.B.A.)
Amy Kato's SS&C GlobeOp Experience August 2013 - Present
Job Asset Servicing Specialist at SS&C GlobeOp
Industry Investment Management
Experience
SS&C GlobeOp August 2013 - Present
Ares Management March 2009 - August 2013
Allegiance Capital November 2007 - March 2009
Allegiance Capital November 2006 - November 2007
Allegiance Capital 2004 - 2006
Western Asset Management May 2002 - February 2004
Rydex Investments March 2001 - March 2002
Skills
Fixed Income, Bloomberg, Bonds, Asset Management, Portfolio Management, Equities, Valuation, Mutual Funds, Investments, Corporate Finance, Asset Allocation, Alternative Investments, Due Diligence, Trading, Loans, Bloomberg Terminal, Fund Accounting, Financial Analysis, Financial Modeling, Account Management
Education
University of Baltimore 1998 — 2000
Bachelor of Business Administration (B.B.A.), Concentration in Finance
Montgomery College
Associate's degree, Business Administration and Management, General
SS&C GlobeOp August 2013 - Present
Ares Management March 2009 - August 2013
Allegiance Capital November 2007 - March 2009
Allegiance Capital November 2006 - November 2007
Allegiance Capital 2004 - 2006
Western Asset Management May 2002 - February 2004
Rydex Investments March 2001 - March 2002
Skills
Fixed Income, Bloomberg, Bonds, Asset Management, Portfolio Management, Equities, Valuation, Mutual Funds, Investments, Corporate Finance, Asset Allocation, Alternative Investments, Due Diligence, Trading, Loans, Bloomberg Terminal, Fund Accounting, Financial Analysis, Financial Modeling, Account Management
Education
University of Baltimore 1998 — 2000
Bachelor of Business Administration (B.B.A.), Concentration in Finance
Montgomery College
Associate's degree, Business Administration and Management, General
Pinrat (Amy) Charubhumi's SS&C GlobeOp Experience September 2006 - Present
Job Associate Manager at SS&C GlobeOp
Industry Financial Services
Experience
SS&C GlobeOp September 2006 - Present
Bank of New York December 1998 - September 2006
Bank of America 1996 - 1996
Skills
Fund Accounting, Fixed Income, Equities, Derivatives, Mutual Funds, Capital Markets, Hedge Funds
Education
Pace University
Pace University - Lubin School of Business
SS&C GlobeOp September 2006 - Present
Bank of New York December 1998 - September 2006
Bank of America 1996 - 1996
Skills
Fund Accounting, Fixed Income, Equities, Derivatives, Mutual Funds, Capital Markets, Hedge Funds
Education
Pace University
Pace University - Lubin School of Business
Nicholas Leggiero's SS&C GlobeOp Experience May 2013 - Present
Job Student at State University of New York College of Agriculture and Technology at Morrisville
Industry Computer Networking
Experience
SS&C GlobeOp May 2013 - Present
Morrisville State College September 2011 - May 2013
Skills
VMware Workstation, VMware ESX, Backtrack, Virtualization, VirtualBox, Windows 7, Windows Server, Windows XP Pro, Lync Server 2010, Visio, Nessus, Nmap, Forefront, Cisco IOS, Group Policy, Cisco Routers
Education
State University of New York College of Agriculture and Technology at Morrisville 2009 — 2013
Bachelor of Technology (B.Tech.), Network Administration
SS&C GlobeOp May 2013 - Present
Morrisville State College September 2011 - May 2013
Skills
VMware Workstation, VMware ESX, Backtrack, Virtualization, VirtualBox, Windows 7, Windows Server, Windows XP Pro, Lync Server 2010, Visio, Nessus, Nmap, Forefront, Cisco IOS, Group Policy, Cisco Routers
Education
State University of New York College of Agriculture and Technology at Morrisville 2009 — 2013
Bachelor of Technology (B.Tech.), Network Administration
Glenn Giordano's SS&C GlobeOp Experience February 2004 - October 2004
Job Trading Assistant
Industry Investment Management
Experience
Gracie Capital February 2012 - February 2013
Gracie Capital January 2006 - February 2012
AIS Fund Administration November 2004 - January 2006
SS&C GlobeOp February 2004 - October 2004
Education
Penn State University 1999 — 2003
Bachelor of Arts (BA), Economics
Gracie Capital February 2012 - February 2013
Gracie Capital January 2006 - February 2012
AIS Fund Administration November 2004 - January 2006
SS&C GlobeOp February 2004 - October 2004
Education
Penn State University 1999 — 2003
Bachelor of Arts (BA), Economics
Joseph Lavecchia's SS&C GlobeOp Experience February 2015 - Present
Job Fund Accountant at SS&C GlobeOp
Industry Banking
Experience
SS&C GlobeOp February 2015 - Present
Adastra July 2013 - February 2015
TD (via Adastra) June 2014 - November 2014
Large North American Retailer (via Adastra) February 2014 - June 2014
Target (via Adastra) November 2013 - February 2014
Royal Bank of Canada July 2012 - June 2013
Education
Ryerson University 2008 — 2012
Bachelor of Commerce (B.Com.), Finance
SS&C GlobeOp February 2015 - Present
Adastra July 2013 - February 2015
TD (via Adastra) June 2014 - November 2014
Large North American Retailer (via Adastra) February 2014 - June 2014
Target (via Adastra) November 2013 - February 2014
Royal Bank of Canada July 2012 - June 2013
Education
Ryerson University 2008 — 2012
Bachelor of Commerce (B.Com.), Finance
Marc Rostami's SS&C GlobeOp Experience 2003 - 2011
Job Financial Services Professional
Industry Financial Services
Experience
Stone Coast Fund Services 2014 - Present
Welch Capital, LLC 2011 - 2013
SS&C GlobeOp 2003 - 2011
T. Rowe Price & Associates 1999 - 2003
Skills
Fund Accounting, Fund Administration, Hedge Funds, Fund Of Funds, Mutual Funds, Microsoft Office, Microsoft Excel, VBA, Financial Analysis, Financial Modeling, Bloomberg Terminal, MBA, CPA, Accounting, Investments
Education
The University of Connecticut School of Business 2008 — 2011
Master of Business Administration (MBA), Finance, General
University of Delaware 1996 — 1998
Bachelor of Science (BS), Accounting
Stone Coast Fund Services 2014 - Present
Welch Capital, LLC 2011 - 2013
SS&C GlobeOp 2003 - 2011
T. Rowe Price & Associates 1999 - 2003
Skills
Fund Accounting, Fund Administration, Hedge Funds, Fund Of Funds, Mutual Funds, Microsoft Office, Microsoft Excel, VBA, Financial Analysis, Financial Modeling, Bloomberg Terminal, MBA, CPA, Accounting, Investments
Education
The University of Connecticut School of Business 2008 — 2011
Master of Business Administration (MBA), Finance, General
University of Delaware 1996 — 1998
Bachelor of Science (BS), Accounting
Ursula M Bernal's SS&C GlobeOp Experience May 2014 - Present
Job Associate Manager at SS&C GlobeOp
Industry Investment Management
Experience
SS&C GlobeOp May 2014 - Present
Kingsland Capital Management LLC 2011 - November 2013
Oakhill Advisors, L. P. February 2010 - January 2011
Canaras Capital Management September 2006 - July 2009
INVESCO SENIOR SECURED MANAGEMENT, INC. November 2000 - August 2006
Skills
Portfolio Management, Trading, Loans, Account Reconciliation, Credit, Middle Office, CLO, Settlement
Education
Queens College 2007 — 2012
Bachelor's degree, Psychology
SS&C GlobeOp May 2014 - Present
Kingsland Capital Management LLC 2011 - November 2013
Oakhill Advisors, L. P. February 2010 - January 2011
Canaras Capital Management September 2006 - July 2009
INVESCO SENIOR SECURED MANAGEMENT, INC. November 2000 - August 2006
Skills
Portfolio Management, Trading, Loans, Account Reconciliation, Credit, Middle Office, CLO, Settlement
Education
Queens College 2007 — 2012
Bachelor's degree, Psychology
Jason Epstein's SS&C GlobeOp Experience January 2006 - November 2007
Job Controller at Melody Capital Partners, LP
Industry Investment Management
Experience
Melody Capital Partners, LP October 2013 - Present
Plainfield Asset Management January 2013 - October 2013
Plainfield Asset Management May 2012 - December 2012
Plainfield Asset Management January 2011 - December 2011
Plainfield Asset Management November 2007 - December 2010
SS&C GlobeOp January 2006 - November 2007
Skills
Financial Accounting, Accounting, Fund Accounting, Fund Administration, Hedge Funds, Private Equity, BDCs, Financial Analysis, Financial Reporting, Alternative Investments, Valuation, Advent Geneva, Microsoft Excel, Accounting Research, Fixed Income
Education
Pace University - Lubin School of Business 2012 — 2015
MS Degree In Process, Accounting
Lynn University 1998 — 2002
Bachelor of Science (BS), Accounting
Melody Capital Partners, LP October 2013 - Present
Plainfield Asset Management January 2013 - October 2013
Plainfield Asset Management May 2012 - December 2012
Plainfield Asset Management January 2011 - December 2011
Plainfield Asset Management November 2007 - December 2010
SS&C GlobeOp January 2006 - November 2007
Skills
Financial Accounting, Accounting, Fund Accounting, Fund Administration, Hedge Funds, Private Equity, BDCs, Financial Analysis, Financial Reporting, Alternative Investments, Valuation, Advent Geneva, Microsoft Excel, Accounting Research, Fixed Income
Education
Pace University - Lubin School of Business 2012 — 2015
MS Degree In Process, Accounting
Lynn University 1998 — 2002
Bachelor of Science (BS), Accounting
Dan Baskin's SS&C GlobeOp Experience July 2007 - Present
Job Manager at SS&C GlobeOp
Industry Financial Services
Experience
SS&C GlobeOp July 2007 - Present
Skills
Hedge Funds, Accounting, Investor Relations, Advent Partner, Microsoft Office, Microsoft Excel, Data Entry, Databases, NTAS, Capital Markets, Financial Services
Education
State University of New York at Albany
Bachelor of Science (B.S.), Actuarial Science
SS&C GlobeOp July 2007 - Present
Skills
Hedge Funds, Accounting, Investor Relations, Advent Partner, Microsoft Office, Microsoft Excel, Data Entry, Databases, NTAS, Capital Markets, Financial Services
Education
State University of New York at Albany
Bachelor of Science (B.S.), Actuarial Science
Insight Global
Alliance Data
DST Systems
SunGard Availability Services
Perficient
Mphasis
Hexaware Technologies
Pearson VUE