SS&C GlobeOp
Industry: IT service management company
DescriptionFounded: 1999 Parent organization: SS&C Technologies
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SS&C GlobeOp Employees
Fifth Third Bank June 2014 - Present
Azzip Pizza LLC February 2014 - May 2014
SS&C GlobeOp May 2013 - December 2013
Helfrich Hills Golf Course April 2006 - May 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Accounting, Teamwork, Time Management, Access, Leadership, Customer Service, Social Media, Management
Education
University of Evansville 2010 — 2014
Bachelor's degree, Finance
SS&C GlobeOp March 2015 - Present
Woodfield Fund Administration, LLC January 2011 - February 2015
J.P. Morgan April 2007 - January 2011
Fidelity Investments June 2006 - April 2007
Skills
Hedge Funds, Securities, Mutual Funds, Investments, Accounting, Microsoft Office, Fund Accounting, Financial Accounting, Alternative Investments, Cash, Excel, Compliance, Bloomberg, Funding, Reconciliation, Customer Relations, Pricing, Administration, Analysis, Word, PowerPoint, Credit, Customer Service, Valuation, Equities, Process Improvement, Series 7, Problem Solving, SharePoint, Cash Management, Project Management, Project Planning, Software Implementation, Solution Implementation, Investment Portfolio, Private Equity, Family Office, Account Reconciliation, Bank Reconciliation, Onboarding
Education
Xavier University - School of Business Administration 2007 — 2009
Master of Business Administration (MBA)
University of Dayton 2001 — 2006
Bachelor of Science (B.S.), Finance, General
University of Dayton 2001 — 2006
Bachelor of Arts (B.A.), History
Fortress Investment Group November 2005 - Present
SS&C GlobeOp September 2004 - November 2005
Skills
Financial Services, Middle Office, Bloomberg Terminal, Process Improvement, Hedge Funds, Derivatives, Fixed Income, Equities, Credit Derivatives, ABS, Leveraged Finance, Private Equity, Back Office, Settlement, Loans, Loan Origination
Education
University of Rhode Island 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance and Economics
SS&C GlobeOp April 2012 - Present
New Century Capital Partners June 2011 - August 2011
Education
University of Connecticut 2009 — 2010
Bachelor, Actuarial Science
BOSTON UNIVERSITY GRADUATE SCHOOL OF MANAGEMENT
Master of Science, Mathematical Finance
Genworth March 2014 - Present
State Central Bank January 2008 - December 2008
SS&C GlobeOp November 2004 - February 2005
Horwath India (V. P. Thacker & Co.) April 2004 - September 2004
R.K.Khanna and Associates, Chartered Accountants May 2002 - March 2004
M.I.M. Bora & Company, Chartered Accountants September 1995 - September 1998
Skills
Microsoft Office..., Worked with SAP, Accounting systems such..., Worked with Bloomberg, Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Outlook, English, Windows, Research, Strategic Planning, Budgets, HTML, Financial Analysis
Education
Institute of Chartered Financial analysts of India
Master's Degree, Masters in Finance
University of Mumbai
Bachelor's Degree, Accounting and Finance
Hayden Properties June 2014 - Present
SS&C GlobeOp August 2013 - March 2014
Ares Management August 2012 - August 2013
Deutsche Bank October 2008 - August 2012
Skills
Portfolio Management, Management, Analysis, Investments, Finance, Banking, Risk Management, Financial Modeling, Leadership, Financial Analysis
Education
University of Oregon 2015 — 2017
Master of Business Administration (M.B.A.)
University of North Florida 2004 — 2008
Bachelor, Business Administration; Finance
JPMorgan Chase June 2014 - Present
SS&C GlobeOp September 2013 - May 2014
Credit Suisse January 2012 - September 2012
Newedge Group LLC July 2009 - January 2012
Goldman Sachs 2005 - 2008
Merrill Lynch 2000 - 2002
Skills
Equities, Prime Brokerage, Fixed Income, Client Service Oriented, Relationship Management, Securities, Bloomberg, Alternative Investments, Derivatives, Hedge Funds, Back Office, Options, Middle Office, Settlement, Client Services, Corporate Actions, Financial Services, Financial Markets, Capital Markets
Education
University of Delaware 1996 — 2000
BA, Economics & Business
Cheshire High School
SS&C GlobeOp November 2013 - Present
New York Life Insurance Company June 2013 - August 2013
USC Credit Union March 2012 - May 2013
PwC June 2012 - July 2012
Skills
Mathematics, Logic, People Skills, Arabic, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Finance, Accounting
Education
University of Southern California 2009 — 2013
Business Administration and Accounting, 3.41
SS&C GlobeOp July 2013 - Present
Fortress Investment Group March 2013 - May 2013
PwC January 2007 - March 2013
Skills
Relationship Management, Leadership, Team Building, US GAAP, Financial Analysis, Accounting, SEC filings, Financial Reporting, GAAP, CPA, Sarbanes-Oxley Act, Mergers & Acquisitions, Internal Controls, Business Process..., Financial Modeling, Risk Management, Auditing, Valuation, Big 4, Assurance, Corporate Tax, Financial Accounting, Tax, Process Improvement, IFRS, Private Equity, Internal Audit, Analysis, External Audit, Manage Client...
Education
University of Maryland College Park 2002 — 2006
Bachelor of Science (B.S.), Accounting
University of Maryland College Park 2002 — 2006
Bachelor of Science (B.S.), Finance
J.P. Morgan October 2014 - Present
SS&C GlobeOp September 2013 - February 2014
Chi-Rho Financial LLC July 2011 - May 2013
Vogel Marketing Consultants L.L.C 2009 - 2012
Skills
Investments, Asset Managment, Finance, Hedge Funds, Portfolio Management, Business Development
Education
University of Mississippi - School of Business Administration 2002 — 2007
BBA., Insurance & Risk Management
University of Georgia - Terry College of Business 2012 — 2013
Certified Financial Planning
Dale Carnegie 2009 — 2009
Public speaking
Pershing Square Capital Management October 2014 - Present
SS&C GlobeOp January 2013 - September 2014
HSBC September 2010 - January 2013
HSBC April 2010 - September 2010
HSBC December 2008 - April 2010
The Reserve September 2005 - December 2008
Citigroup December 2003 - March 2005
Skills
Mutual Funds, Hedge Funds, Team Building, Client Service, Trading, Money Market, Financial Services, Fund Administration, Investor Relations, Equities, Fixed Income, Alternative Investments, Securities, AML, Investor Reporting, Investments, Private Equity, Fund Of Funds, Asset Management, CRM, Back Office
Education
University of Maine 1997 — 2002
BS, Finance, Economics
Loomis Chaffee 1993 — 1997
n/a, General
Indigo Capital Advisors April 2015 - Present
Hazic Investments December 2011 - Present
SS&C GlobeOp April 2014 - September 2014
BNY Mellon November 2010 - March 2014
UBS Investment Bank August 2008 - November 2010
Royal Bank of Scotland April 2005 - June 2008
Royal Bank of Scotland July 2003 - April 2005
Skills
Finance, Private Equity, Fund Accounting, Time Management, Investments, Bloomberg, Asset Management, Financial Analysis, Microsoft Office, Valuation, Financial Modeling, Portfolio Management, Hedge Funds, Equities, Financial Services, Alternative Investments, Corporate Finance, Financial Reporting, Banking, Financial Markets, Accounting, Cash Management, Mergers, Fund Administration, Financial Accounting, Real Estate, Series 7, Hedging
Education
BPP Accounting School 2003 — 2006
Manangement Accounting, Accounting and Finance
The University of Kent 1998 — 2002
Bachelor of Science (BSc), BSC. (Hons) Management Science
SS&C GlobeOp August 2012 - Present
GlobeOp Financial Services August 2005 - July 2012
GlobeOp Financial Services March 2008 - November 2008
Skills
Fund Accounting, Fund Administration, Hedge Funds, Derivatives, Fixed Income, Bloomberg, Equities, Securities, Alternative Investments, Investment Banking, Financial Regulation, Regulatory Requirements, Middle Office
Education
University of Michigan 1999 — 2004
SS&C GlobeOp May 2011 - Present
Skills
Series 7, Series 63, Hedge Funds, Private Equity, Alternative Investments, Asset Management, Investment Banking, Asset Managment, CRM, Investor Relations, Securities, Financial Modeling, Funding, Equities, Fund Of Funds, Financial Markets, ETFs, Capital Markets, Credit, Fixed Income, Asset Allocation, Emerging Markets, Mergers & Acquisitions, Investments, Fund Administration, Venture Capital, Trading, Derivatives, Options, Bloomberg, Trading Systems, Equity Research, Investment Management
Education
University of North Carolina at Chapel Hill
Bachelor's Degree
BMO Financial Group December 2012 - Present
SS&C GlobeOp January 2011 - August 2012
Birla Sun Life Insurance June 2010 - July 2010
Skills
Hedge Funds, Fixed Income, Derivatives, Capital Markets, Bloomberg, Securities, Middle Office, Account Reconciliation, Trading, Fund Accounting, Equities, Banking
Education
Atharva College 2009 — 2011
Master of Business Administration (M.B.A.), Business Administration
University of Mumbai 2005 — 2008
Bachelor of Commerce, Accounting and Finance
SS&C GlobeOp June 2004 - Present
Grant Thornton LLP January 2002 - June 2004
Skills
Financial Reporting, Accounting, Tax, Income Tax, Auditing, Financial Accounting, GAAP, CPA, Hedge Funds, US GAAP, General Ledger, Tax Preparation, Private Equity, QuickBooks, Tax Accounting
Education
University of North Texas
Bachelor of Science (B.S.), Accounting
University of North Texas
Master of Science (M.S.), Taxation
The Citco Group of Companies March 2015 - Present
SS&C GlobeOp May 2014 - March 2015
University of Evansville 2010 - May 2014
BSIG Entertainment August 2010 - January 2014
Fetter Properties August 2013 - November 2013
Stanley Farms June 2004 - August 2013
Skills
Time Management, Long-term Customer..., Organization, Computer Proficiency, Microsoft Word, International Marketing, Sales
Education
University of Evansville 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General, 3.48 GPA
Harlaxton College 2012 — 2012
Rensselaer Central 2006 — 2010
4.1 GPA
Saint Joseph's College 2008 — 2009
Finance, General; Pre-Law
SS&C GlobeOp July 2015 - Present
Hudson Valley Bank February 2015 - July 2015
Hudson Valley Bank August 2014 - July 2015
University of Rhode Island, Ram Fund January 2014 - May 2014
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Research, Teamwork, Social Media, Portfolio Management, Analysis, Data Analysis, Time Management, Outlook, Financial Modeling, Financial Analysis, Leadership
Education
University of Rhode Island 2010 — 2014
Bachelor of Science (B.S.), Business Administration, Finance
DTAP Capital January 2013 - Present
SAC Capital June 2009 - December 2012
SS&C GlobeOp December 2007 - June 2009
Skills
Equities, Global Macro, Hedge Funds, Fixed Income, Derivatives, Alternative Investments, Bloomberg, Equity Research, Bonds, Options, Bloomberg Terminal, Trading Systems, FX Options, Equity Valuation, Investment Management, Capital Markets, Asset Management
Education
The University of Connecticut 2004 — 2007
Bachelor's degree, Economics
Avon Old Farms 2002 — 2004
The Citco Group of Companies March 2015 - Present
SS&C GlobeOp June 2013 - February 2015
SS&C GlobeOp January 2013 - April 2013
Faerber's Bee Window, INC May 2011 - August 2011
Skills
Data Entry, Accounting, Account Reconciliation, Time Management, Oral Surgery, Hedge Funds, Fund Accounting, Fund Administration, Microsoft Excel, Snowshoeing, Mountain Rescue, Ranch, Yacht Racing, Propane, Airplane Multiengine...
Education
University of Evansville 2009 — 2013
B.S., Accounting
HARLAXTON COLLEGE
SS&C GlobeOp 2008 - Present
Skills
Fixed Income, Bloomberg, Equities, Capital Markets, Hedge Funds, Alternative Investments, Mutual Funds, Derivatives, Financial Analysis, Financial Services, Team Building, Portfolio Management, Finance
Education
University of Scranton 2003 — 2007
SS&C GlobeOp May 2012 - Present
Stone Harbor Investment Partners October 2011 - May 2012
State Street June 2007 - October 2011
Investors Bank & Trust January 2004 - June 2007
Skills
Fixed Income, Fund Accounting, Mutual Funds, CLO, Back Office, Fund Administration, Hedge Funds, Middle Office, Alternative Investments, Trade Operations, Relationship Management, Loan Closings, Fund Of Funds, Portfolio Management, Settlement, Cash Management, FX Operations, Corporate Actions, Partnership Accounting, Financial Services, Management, Microsoft Excel, Advent, Bloomberg, Derivatives, TRS, Valuation, Global Custody, Securities, Equities, Strategic Leadership, Investments, Wall Street Office (WSO), Portia, ClearPar, Team Leadership
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics
Bachelor's Degree, Business Administration, Economics
SS&C GlobeOp September 2015 - Present
EisnerAmper LLP January 2011 - September 2015
Buchbinder Tunick & Co., LLP May 2009 - December 2010
Deloitte June 2005 - June 2009
Skills
Financial Reporting, Auditing, Accounting, Private Equity, Hedge Funds, Brokers/Dealers, CPA, Financial Statements, GAAP, Analysis, Financial Accounting, US GAAP, SEC filings, Financial Analysis, Internal Controls
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2003 — 2005
Master of Business Administration (M.B.A.), Accounting and Finance
University of Rochester 2000 — 2004
BA, Economics
Evolution Capital Management February 2015 - Present
SS&C GlobeOp August 2013 - January 2015
Ares Management January 2013 - August 2013
Ares Management October 2009 - December 2012
PricewaterhouseCoopers September 2006 - October 2009
Skills
Financial Reporting, Accounting, Auditing, Financial Accounting, Financial Analysis, Financial Modeling
Education
University of Southern California
SS&C GlobeOp September 2007 - Present
Lehman Brothers February 1998 - August 2007
Education
University of Hartford 1994 — 1997
Bachelor of Science (B.S.), Economics and Finance
SS&C GlobeOp August 2014 - Present
Michael J. Liccar & Co. October 2008 - September 2012
Spectrum Global Fund Administration November 2007 - September 2008
Custom House February 2007 - November 2007
McDonnell Investment Management April 2005 - February 2007
Skills
Hedge Funds, Investments, Alternative Investments, Valuation, Private Equity, Equities, Fixed Income, Asset Management
Education
University of Illinois at Urbana-Champaign 2001 — 2004
BS, Economics
SS&C GlobeOp December 2010 - Present
GlobeOp Financial Services July 2008 - December 2010
Investors Services of Hartford 2005 - 2007
Skills
Fund Administration, Hedge Funds, Operations, Project Implementation, Project Coordination, Onboarding, Fund Accounting, Middle Office, Derivatives, Fixed Income, Bloomberg, Fund Of Funds, Mutual Funds, Corporate Actions
Education
University of Hartford 2002 — 2007
MBA, Marketing and Finance
University of Hartford 2002 — 2006
Master of Business Administration (MBA), Finance, General
SS&C GlobeOp April 2011 - Present
Northern Trust 2009 - 2011
JP Morgan 1997 - 2008
JPMorgan Chase 1997 - 2008
BankOne 2001 - 2004
Skills
SDLC, Derivatives, Fixed Income, Risk Management, Business Analysis, IT Strategy, Requirements Analysis, Project Management, Trading Systems, PMO, Financial Services, Investment Banking, Vendor Management, Capital Markets
Education
University of Illinois at Chicago
BS, Math and Computer Science
SS&C GlobeOp April 2013 - October 2014
IDBI BANK LIMITED March 2012 - August 2012
Skills
Fund Administration, Fund Accounting, Hedge Funds, Financial Statement..., Profit & Loss Management, Cash Management, Account Reconciliation, Derivatives, Currency Futures, Mutual Funds, NAV, Financial Analysis, Budgets, Budget Management, Account Management, Mergers & Acquisitions, Investment Banking, Inventory Management, Profit Analysis, Team Management, Microsoft Office, Microsoft Excel, Retail Banking, Credit Analysis, Working Capital..., Working Capital Control, Commercial Banking
Education
Mumbai University 2011 — 2013
Master of Business Administration (MBA), Finance and Financial Management Services
SS&C GlobeOp October 2013 - Present
Prime Fund Administration Limited 2008 - September 2013
Epiphany Financial Services Ltd. 2003 - 2008
BISYS 2002 - 2003
Hemisphere Managment 1998 - 2002
Cox Hallett Wilkinson 1993 - 1998
Education
University of Saskatchewan 1988 — 1990
LLB, Law
Advantage Technical Resourcing February 2012 - Present
SEI January 2010 - January 2012
NIIT Technologies Limited March 2008 - January 2012
SS&C GlobeOp December 2006 - March 2008
NSEiT April 2005 - December 2006
Sharekhan April 2003 - April 2005
Kantilal Chhanganlal Securities Pvt Ltd October 2000 - March 2003
JOINDRE CAPITAL SERVICES November 1999 - October 2000
Skills
SDLC, Business Analysis, Requirements Analysis, Trading Systems, Requirements Gathering, Trading, Derivatives, Software Project..., Management, Business Requirements, Equities, Vendor Management, Quality Assurance, Equity Derivatives, Fixed Income, Quality Center, Visio, Back Office, Analysis, Project Management, SQL, Capital Markets, Testing, Portfolio Management, Scrum, Agile Methodologies, User Acceptance Testing, Control-M, Middle Office, Data Migration, Sprints, Data Analysis, Business Process, Hedge Funds, FTP, Disaster Recovery, Customer-facing, SharePoint, Data Warehousing, Financial Services, Business Intelligence, Risk Management, E-commerce
Education
Institue of Business Management and Studies (IBMS)
Master of Business Administration (M.B.A.), Finance and Financial Management Services
University of Pune
Bachelor of Commerce (B.Com.), Accounting and Business/Management
SS&C GlobeOp April 2013 - Present
Skills
Hedge Funds, Hedge Accounting, Valuation, Project Management, Derivatives, Financial Reporting, Financial Accounting, Economics, Big Box, Accounting, Finance, Bloomberg, Financial Modeling, Data Analysis, Microsoft Office, Microsoft Excel
Education
University of Massachusetts, Amherst 2005 — 2010
Bachelor, Economics; Management
SS&C GlobeOp January 2013 - Present
Marcum LLP January 2010 - December 2012
The Dominion Group, LLC May 2009 - September 2009
Skills
Alternative Investments, Financial Analysis, Financial Services, Accounting, Hedge Funds
Education
University of Maryland - Robert H. Smith School of Business 2005 — 2009
Accounting
SS&C GlobeOp July 2014 - Present
Wells Fargo Home Mortgage September 2012 - Present
American Honda Finance Corporation September 2011 - September 2012
Wells Fargo Home Mortgage December 2009 - November 2011
Skills
Banking, Loans, Mortgage Lending, Credit Analysis, Credit, Financial Analysis, Commercial Lending, Mortgage Banking, Underwriting, Finance, Portfolio Management, Risk Management, Investments, Real Estate, Refinance, Residential Mortgages, Investment Properties, Real Estate Financing, Analysis, Consumer Lending, FHA, Loss Mitigation, Mortgage Underwriting, Real Estate Economics, VA loans
Education
University of Southern California 2003 — 2007
BA, Economics
SS&C GlobeOp November 2012 - Present
Goodwin Capital Advisers 1996 - March 2012
Skills
Fund Accounting, Fixed Income, Fixed Income Trading, Middle Office, Bloomberg, Loans
Education
University of Hartford 2005 — 2008
MBA, Finance
University of Hartford 1990 — 1994
BSBA, Accounting
SS&C GlobeOp November 2005 - Present
Thomson Financial September 2000 - November 2005
Skills
Fund Of Funds, Hedge Funds, Securities, Fixed Income, Derivatives, Equities, Alternative Investments, Investor Relations, Asset Management, Capital Markets, Bloomberg, Financial Services
Education
University of Massachusetts at Lowell 1996 — 2000
Finance / Business Administration
Massapequa High School 1992 — 1996
The Old Mountain Private Trust Company January 2013 - Present
SS&C GlobeOp March 2011 - January 2013
Citi July 2008 - February 2011
Prudential Financial April 2007 - July 2008
Skills
Private Equity, Auditing, Finance, Financial Statements, GAAP, General Ledger, Tax, Valuation, Journal Entries, Accruals
Education
University of Houston 2002 — 2007
Bachelor's of Business Administration, Accounting
Apex High School
SS&C GlobeOp November 2008 - December 2012
SS&C GlobeOp February 2008 - November 2008
SS&C GlobeOp June 2007 - February 2008
Fidelity Investments December 2005 - June 2007
Fidelity Investments May 1998 - December 2005
Fidelity Brokerage Ltd February 1998 - May 1998
Wasps August 1996 - May 1998
Skills
Microsoft Excel, MS Excel Pivot Tables, Lookups, VBA, Microsoft Office, Microsoft SQL Server, Bloomberg Terminal, Access
Education
University of Roehampton 1993 — 1997
Bachelor's degree, Business Studies, 2:2