SS&C Technologies
Industry: Financial technology company
DescriptionSS&C Technolgies, Inc. is an American multinational financial technology company headquartered in Windsor, Connecticut that sells software and software as a service to the financial services industry. CEO: William C. Stone (1986–) Founder: William C. Stone Subsidiaries: SS&C TECHNOLOGIES INC, DST Systems, Parent organization: SS&C TECHNOLOGIES INC
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SS&C Technologies Employees
SS&C Technologies May 2013 - Present
Karl Storz Endoscopy November 2012 - January 2013
Carrier Transicold February 2012 - November 2012
Skills
Fund Accounting, Hedge Funds, Accounting, Valuation, Business Process..., Business Process..., Investments, Microsoft Excel, Advisorware, Microsoft Word, Bloomberg, QuickBooks, SAP, Account Reconciliation, Internal Audit, Management, Teamwork, Investment Valuation, Hedge Accounting, Financial Reporting, Auditing
Education
Isenberg School of Management, UMass Amherst 2012 — 2013
Master of Science (M.S.), Accounting
Bay Path University 2008 — 2012
Bachelor of Applied Science (BASc), Accounting
SS&C Technologies September 2014 - Present
Gulf Bridge International April 2012 - December 2013
Samcrete Development January 2011 - March 2012
Mac Carpet May 2009 - December 2010
Orascom Technology Solutions August 2005 - April 2009
Mercedes Benz ,EGA Cairo 2002 - 2005
CIB 1994 - 2002
Skills
Financial Analysis, Treasury Management, Forecasting, Strategic Financial..., Treasury, Managerial Finance, Cash Management, Financial Reporting, Cash Flow, Finance, Budgets, Risk Management, Internal Controls, Corporate Finance, Accounting, Banking, Analysis, Strategy, Restructuring, Financial Planning
Education
ESLSCA 2000 — 2001
MBA, Economics
Cairo University 1990 — 1994
BA, Accounting
HedgeServ April 2015 - Present
SS&C Technologies October 2014 - April 2015
BNY Mellon November 2012 - October 2014
Ridgewood Savings Bank November 2001 - November 2012
Insurance Information Institute May 2001 - October 2001
Skills
Banking, Cash Management, Financial Analysis, Financial Reporting, Retail Banking, Customer Service, Account Reconciliation, PowerPoint, Microsoft Office, Teamwork, OFAC, Bank Secrecy Act, Microsoft Excel, AML, Coaching, Team Leadership, Customer Satisfaction, Relationship Management, Team Building, Branch Management, Deposits, Finance, USA PATRIOT Act, KYC, Loans, Risk Management, Financial Services, Hedge Funds, Alternative Investments, Anti Money Laundering
Education
Northeastern University 2011 — 2012
Master of Science (M.S.), Finance/Investment
University of Phoenix 2008 — 2010
Bachelor of Science (B.S.), Finance
Borough of Manhattan Community College
Associate of Science (A.S.), Computer Programming
SS&C Technologies August 2014 - Present
YKSM February 2014 - July 2014
Starwood Hotels & Resorts Worldwide, Inc. January 2014 - January 2014
CI Medical, Inc. May 2013 - August 2013
Nordstrom May 2012 - August 2012
Nordstrom May 2011 - August 2011
Skills
QuickBooks, PowerPoint, Retail Sales, Teamwork, Outlook, Microsoft Excel, Microsoft Word, Customer Service, Accounting, Bookkeeping, Group Work, High Organizational..., Close Attention to..., Leadership, Community Service, Fundraising, Social Networking, Team Building, Bank Reconciliation, Oral & Written..., Data Entry, Sales, Account Reconciliation, Retail, Time Management, Invoicing, General Ledger, ADP Payroll, GAAP Standards, AP/AR experience, ProSystem fx Tax, Tax Preparation, Alternative Investments, Fund Accounting, Communication, Finance
Education
Bryant University 2010 — 2014
Bachelor of Science in Business Adminstration, Accounting and Communication
Brewster Academy 2006 — 2009
College Preparatory
CME Group March 2012 - Present
CME Group April 2007 - February 2012
CME Group October 2003 - July 2007
CME Group July 2001 - October 2003
Deloitte Consulting August 2000 - June 2001
Blackpoint LLC June 2000 - August 2000
Mastech, Inc. December 1999 - May 2000
Mastech, Inc. May 1999 - December 1999
JD Edwards October 1998 - May 1999
SS&C Technologies September 1992 - October 1998
Skills
Reference Data, Product Management, Project Portfolio..., Agile, Lean Sigma, Software Project..., Product Launch, use c, Requirements Management, Derivatives, Business Analysis, Program Management, Change Management, Commodity, Financial Services, Project Management, Fixed Income, Capital Markets, Business Process..., Process Improvement, Agile Methodologies, Leadership, Integration, Electronic Trading, Six Sigma, Trading Systems
Education
Augustana College 1980 — 1984
A.B. Cum Laude, Economics and English Double Major
BI-SAM January 2013 - Present
StatPro September 2011 - January 2013
GainsKeeper June 2009 - September 2011
SS&C Technologies May 2004 - June 2009
Eagle Investment Systems 2000 - 2003
State Street September 1994 - April 2000
Skills
Negotiation, Asset Managment, Salesforce.com, Business Development, Financial Services, Sales, Relationship Management, Account Management, Closing Business, Banking, Mutual Funds, Fixed Income, Asset Management, Management, Securities, Hedge Funds, Equities, Sales Process, Investments, Portfolio Management, CRM, Financial Markets
Education
Boston College
MBA
Syracuse University
Bachelor's degree
eFront September 2015 - Present
SS&C Technologies March 2014 - September 2015
J.P. Morgan September 2007 - February 2014
BNY Mellon October 2004 - August 2007
Second Opinion Associates March 2002 - September 2004
Investors Bank & Trust October 2000 - February 2002
HighMark Capital Management, Inc. January 1998 - March 2000
HighMark Capital Management, Inc. January 1994 - December 1997
Skills
Fixed Income, Equities, Mutual Funds, Investments, Credit, Relationship Management, Global Custody, Collateral Management, Securities Lending, Insurance, Fund Accounting, Financial Reporting, Credit Analysis, Asset Allocation, Financial Services, Asset Management, Banking, Capital Markets, Hedge Funds, Management, Portfolio Management, Corporate Finance, Trading, Investment Management, Strategy, Securities
Education
Carnegie Mellon University - Tepper School of Business 1991 — 1993
Master of Business Administration (MBA), Finance and Financial Management Services
Lehigh University 1985 — 1989
Bachelor of Science (B.S.), Industrial Engineering
Springleaf Financial Services April 2015 - Present
American Petrol Heads January 2009 - Present
SS&C Technologies January 2013 - April 2015
Home Care Pulse January 2012 - December 2012
Idaho Department of Commerce August 2011 - December 2011
Wackerli Audi-Volkswagen June 2010 - July 2011
Kay Jewelers June 2009 - June 2010
Andy's Airplanes July 2007 - September 2008
Skills
CRM, Sales, Negotiation, PowerPoint, Customer Retention, Business Development, Creative Direction, Direct Sales, Automotive, Consulting, Croatian, Social Media, B2B, Strategic Consulting, Travel, Automobile, automotive consulting, Teaching, Webinars, Customer Service, Serbian, Bosnian, Serbo-Croatian, Oral Communications, Presentations, Wordpress, Podcasting, Interpersonal..., Customer Satisfaction, Customer Satisfaction..., Customer Support, Human Resources, Customer Engagement, Customer Education, Lead Generation, Adobe Creative Suite, Language Teaching, Interpersonal Skill, Vendor, Education, Music Education, Adobe Photoshop, Adobe Lightroom, Process Improvement, Auto, Broadcast Journalism, Digital Photography, Public Speaking, Media Relations, WordPress
Education
Brigham Young University - Idaho 2007 — 2011
Bacherlor of Arts, Communications
Castle High School 2003 — 2004
Diploma
Duxbury High School 2000 — 2003
Diploma
Lynda.com
University of Southern Indiana July 2008 - Present
SS&C Technologies June 2012 - August 2012
Pinnacle Computer Services July 2007 - July 2008
Dynasty Online September 1999 - August 2000
Skills
CSS, ASP.NET, HTML, C#, JavaScript, Microsoft SQL Server, Database Design, jQuery, jQuery Mobile, jQuery UI, ASP, Responsive Web Design, XHTML, Web Applications, HTML 5, IIS, Databases, Access, Web Development, HTML5
Education
American InterContinental University
Visual Communication
Purdue University
Computer Science
Conning Asset Management January 2008 - Present
SS&C Technologies September 2004 - January 2005
Standish Mellon Asset Management March 2004 - July 2004
Investors Bank & Trust August 2000 - March 2003
Skills
Bloomberg, Fixed Income, Asset Allocation, Asset Management, Investments, Access, Excel, Financial Reporting, Valuation, Accounting, Financial Modeling, Portfolio Management, VBA, SQL, Microsoft Office, Risk Management, Insurance, Analysis, Bonds, Word, PowerPoint, Economics, Fund Accounting, Forechecking/Backcheckin...
Education
Boston University - School of Management 1996 — 2000
BS, Operations Management, Organizational Behavior
Fifth Third Bank March 2015 - Present
AT&T Mobility October 2014 - February 2015
April Stewart-Fryman State Farm June 2014 - October 2014
SS&C Technologies October 2011 - April 2014
Skills
Equities, Private Equity, Financial Analysis, Hedge Funds, Business Development, Asset Management, Financial Services, Financial Modeling, Investments, Portfolio Management
Education
Ball State University - College of Business 2010 — 2012
Master of Business Administration (MBA)
University of Southern Indiana 2001 — 2005
Bachelor of Science (BS), Accounting and Professional Services
SS&C Technologies January 2015 - Present
Education
Ball State University 2007 — 2011
Bachelor of Science (B.S.), Computer Science
SS&C Technologies September 2011 - Present
Goldman Sachs Asset Management November 2010 - January 2011
J. & W. Seligman & Co. Incorporated 2007 - 2009
State Street Corporation 2006 - 2007
BISYS, Inc January 2001 - January 2005
Skills
General Ledger, Accounting, Fund Accounting, Mutual Funds, Hedge Funds, Financial Reporting, Auditing, Tax, Investments
Education
Montclair State University 2010 — 2012
Post-MBA Certificate, Accounting
Capital University 2000 — 2001
Master of Business Administration
Hebrew University of Jerusalem 1993 — 1997
B.S, Accounting
SS&C Technologies November 2013 - Present
MassMutual Financial Group December 2011 - November 2013
MassMutual Financial Group July 2005 - December 2011
MassMutual Financial Group November 1999 - July 2005
Skills
Data Warehousing, Business Intelligence, Data Modeling, Business Analysis, SDLC, Requirements Gathering, Requirements Analysis, Enterprise Software, Insurance, Business Requirements, SQL, Visio, ETL, Analysis, Analytics, Enterprise Architecture, Data Integration, Data Analysis, Software Documentation, Database Design, Data Warehouse..., R, IT Strategy, Access, Databases, Systems Analysis, Cognos, Integration, DB2, Oracle, T-SQL, Business Analytics, Dimensional Modeling, VBA, IT Management, Microsoft SQL Server, SAS, Tableau, PowerPlay, JavaScript, Data Mining, jQuery, MySQL, Statistics, Quantitative Analytics, Annuities
Education
Boston University
Master of Science (MS) Computer Information Systems, Database Management and Business Intelligence
Philippine Science High School
University of the Philippines
Bachelor of Science (BS), Applied Mathematics
University of the Philippines
Master of Science (MS), Industrial Engineering (credits)
SS&C Technologies April 2013 - Present
Aetna November 2011 - January 2013
FIP Construction May 2009 - August 2009
THE JOHN BOYLE DECORATING CENTERS May 2006 - August 2009
Skills
Excel, MS Office Suite, Data Analysis, Data Migration, QuickBooks, Outlook, Networking, Spreadsheets, Data Entry, Mac OS X, Teamwork, Research, Team Building, Microsoft Office, Microsoft Excel, GAAP, Accounting, Customer Service, General Ledger, Insurance, Financial Reporting, Variance Analysis, Finance, Financial Accounting, Internal Controls
Education
Bob Jones University 2007 — 2011
Finance
The Hartford July 2015 - Present
SS&C Technologies April 2014 - July 2015
The Ergonomic Group / Northeast Utilities November 2011 - February 2014
CSA Kuwait LTD July 2008 - November 2010
CSA Kuwait LTD September 2005 - July 2008
US Army September 1997 - July 2005
Skills
C++, C, Java, Windows, Microsoft Office, Linux, HTML, Network Security, Microsoft Excel, PowerPoint, Microsoft Word, Programming, Computer Security, MySQL, SQL, Python, Customer Service, Photoshop, PHP, JavaScript, Windows 7, Software Installation, Technical Support, Security, Team Building, Team Leadership, Networking, Active Directory, Troubleshooting, Windows XP, Leadership
Education
Capella University 2015 — 2018
BS in Information Technology, Network Technology: Cisco
Branford Hall Career Institute-Windsor Campus 2010 — 2011
Technical, Computer Network Managment, 4.0
InvestTech Systems Consulting 2014 - Present
SS&C Technologies November 2012 - December 2013
StatPro July 2011 - October 2012
TowerGroup October 2006 - July 2011
Sprint Nextel 2004 - October 2006
Interactive Data 1999 - 2003
Skills
Financial Services, Account Management, Cross-functional Team..., Asset Managment, Portfolio Management, Business Development, Investments, Risk Management, Hedge Funds, Business Strategy, Banking, Sales Management, Sales, Marketing, SaaS, Wealth Management, Relationship Management, CRM, Strategy, Strategic Partnerships, Salesforce.com, Cloud Computing, Business Analysis, Asset Management, IT Solutions, Cloud Applications
Education
Boston College
Economics
St. John's Prep
Santander Consumer USA Inc. September 2014 - Present
SS&C Technologies November 2013 - August 2014
BrownGreer PLC September 2011 - November 2013
Skills
C#, ASP.NET, Entity Framework, C++, Computer Program, XML, WCF Services, SQL, Test Driven Development, Software Engineering, C, Silverlight, WPF, MVVM, MVC, ASP.NET MVC, T-SQL, WCF, Visual Studio, .NET
Education
KTH Royal Institute of Technology 2008 — 2010
Master of Science (MS), Engineering
Bahir Dar University 1999 — 2004
Bachelor of Science (BS), Engineering
SS&C Technologies 2013 - Present
Credit Suisse 2012 - 2013
Boston Golf Club May 2012 - November 2012
Country Club of North Carolina October 2011 - May 2012
Rich Harvest Farms May 2011 - October 2011
Dick's Sporting Goods September 2010 - May 2011
Essex County Club January 2010 - January 2011
Medinah Country Club May 2009 - September 2009
BMW of Peabody January 2007 - March 2008
Skills
PGA, Outstanding people..., Time Management, Dedication to..., Golf, Corporate Finance, Collateral Management, Prime Brokerage, Client Service Oriented, Microsoft SQL Server, Microsoft Visual Studio..., Visual Studio Team..., Microsoft Office..., Data Transformation, Databases, Margin Financing, Connectivity Solutions, FTP, Secure FTP, SWIFT messaging, Management, Sales
Education
Campbell University 2008 — 2012
Business Administration
ERNST&YOUNG March 2015 - Present
Valani Consulting USA Inc October 2008 - December 2014
MTL Insurance Company October 2003 - September 2008
Lincoln Financial Group January 2001 - July 2003
First Penn Pacific Life Ins. Co. June 1988 - December 2000
SS&C Technologies September 1997 - November 1998
Combined Insurance 1986 - 1988
Combined Insurance 1986 - 1988
Skills
ALM, Reinsurance, Valuation, Pricing, Actuarial Science, Investments, Insurance, Financial Reporting, Life Insurance, Embedded Value, Financial Modeling, Financial Analysis, Enterprise Risk..., Fixed Annuities, GGY Axis, Strategic Financial...
Education
Benedictine University 1975 — 1979
BS
J.P. Morgan June 2015 - Present
SS&C Technologies January 2015 - June 2015
RBC Capital Markets January 2011 - December 2014
HSBC Securities July 2007 - January 2011
HSBC Securities June 2006 - July 2007
Moody's Investors Service March 2006 - June 2006
Skills
Redemption, Subscriptions, AML, Client Liaison, Fund Administration, Securities, Hedge Funds
Education
Hofstra University 2003 — 2005
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
Baruch College 2001 — 2003
SS&C Technologies October 2013 - Present
SS&C Technologies May 2012 - October 2013
Carrol Food Services Ltd. 2007 - 2011
Polbita Sp. z o.o. May 2006 - April 2007
Skills
SAGE 50 Accounts..., Microsoft Excel, MS Excel Pivot Tables, Microsoft Word, Account Reconciliation, Bank Reconciliation, General Ledger, Accruals, Prepayment, Spreadsheets, Accounts Payable, Accounts Receivable, Problem Solving, Highly Detailed, Organization &..., Foreign Currency..., Journal Entries, Trial Balance, maintaining regular..., responding to customer..., liaising with suppliers, Financial Statements
Education
Skarbek University 2001 — 2005
Bachelor’s degree, Financial Management
High School of Economics 1997 — 2001
Economic Technician, Eeconomics and organization of enterprises
SS&C Technologies August 2015 - Present
New York Life Insurance Company February 2013 - September 2013
Seward and Monde, CPAs July 2012 - February 2013
New York Life Insurance Company May 2011 - August 2011
Charles M. Baltayan Jewelers June 2007 - August 2010
Skills
Accounting, Microsoft Office, Excel, Python, SAP, Metrics, Lotus Notes, Event Management, Hospitality, Building Brand Awareness, Microsoft Excel, Fundraising, Event Planning, Strategy, Finance
Education
Fairfield University 2014 — 2015
Master’s Degree, Finance, 3.77
Bryant University 2008 — 2012
Bachelor of Science Business Administration, Accounting, Psychology
Hamden High School 2004 — 2008
Fidessa November 2013 - Present
SS&C Technologies April 2013 - October 2013
SS & C Technologies January 2010 - October 2013
Tradeware Global 2008 - December 2011
Monroe College January 2006 - December 2007
Skills
Microsoft Office, Troubleshooting, Quality Assurance, Test Planning, Testing, Access, Unix, Regression Testing, Test Cases, Software Documentation, Visio, Windows, Software Quality..., Technical Support, Scrum, Agile Methodologies, Bugzilla, Trading Systems, User Acceptance Testing
Education
Baruch College 2011 — 2012
Master of Science, Finance
Monroe College 2005 — 2007
bba, computer information systems
Sir Arthur Lewis Community College 2004 — 2005
Computer Engineering
Leon Hess 1999 — 2004
SS&C Technologies April 2012 - Present
NYSE Euronext November 2009 - March 2012
NYFIX 2007 - 2009
Thomson Financial February 1987 - January 2007
Skills
Electronic Trading, Fixed Income, Financial Technology, Investment Banking, Market Data, Low Latency, Trading Systems, Exchange Connectivity, Equity Trading, Financial Markets, Buy-side, Stock Exchange
Education
Bentley University 1985 — 1987
BS, MBA, Finance, Marketing
INSEAD
Executive Management
EY August 2015 - Present
SS&C Technologies February 2014 - May 2015
Cauldwell Wingate May 2011 - May 2014
Skills
Accounting, Leadership, Microsoft Excel, Finance, GAAP, Spreadsheets, Teamwork, Auditing, Internal Controls, Financial Accounting, Financial Statements
Education
City University of New York-Baruch College - Zicklin School of Business
BBA in Accounting, Minor in Corporate Communications
SS&C Technologies July 2014 - Present
Rj's Spirit Shop June 2010 - December 2014
SS&C GlobeOp February 2013 - June 2014
SS&C Technologies January 2011 - February 2013
Skills
Business Analysis, CRM, Product Management, Financial Services, Equities, Fixed Income, Analysis, Business Intelligence, SQL, Derivatives, Data Analysis, Salesforce.com, Auditing, Microsoft Office, Microsoft Excel, Banking, Finance, PowerPoint, Access, Financial Accounting, Financial Analysis
Education
Central Connecticut State University 2006 — 2010
BA, Economics, Marketing
SUNY Stony Brook 2005 — 2006
Pipedrive September 2015 - Present
Apollo Education Group February 2014 - June 2015
SkilledUp November 2012 - January 2014
Independent June 2011 - July 2012
U.S-China Energy Cooperation Program October 2010 - April 2011
U.S. Commercial Service February 2010 - October 2010
SS&C Technologies August 2006 - August 2008
Affinity Direct LLC January 2006 - January 2007
Epiq Systems May 2006 - August 2006
Ilios Partners LLC November 2002 - August 2005
Skills
Project Management, Market Analysis, Relationship Management, Consulting, Leadership, Business Advisory, Transition Management, Entrepreneurship, Marketing & Sales, Business in China, Greentech, Hedge Funds, Operations, Online Marketing, Online Marketing..., Email Marketing, Copywriting, SEO, SEO Audits, Content Strategy, Content Marketing, Social Media Marketing, Strategy, Valuation, Due Diligence, Management, Financial Modeling, CRM, Competitive Analysis, Business Development, Marketing Strategy, Start-ups, Market Research, Social Media, Marketing Management, SaaS, Training
Education
Beijing Foreign Studies University 2010 — 2011
Mandarin Language Studies
Sun Yat-Sen University 2009 — 2010
MBA, MBA Exchange
University of Hawaii - Shidler College of Business 2008 — 2010
MBA, International Business - China Focus
Cornell University 1998 — 2002
BS, Applied Economics and Business Management
Williamson Enterprises, Inc. 1994 - Present
Lodge-ical 1994 - Present
Williamson Enterprises, Inc. January 1993 - Present
Hubbard's Yellowstone Lodge 1994 - 1996
Merrill Lynch 1991 - 1993
SS&C Technologies 1988 - 1991
The Hartford 1986 - 1988
Skills
Software Development, Windows, Microsoft Office, Project Management, Business Analysis, Databases, Programming, Microsoft Excel, Software Project..., Requirements Analysis
Education
Rensselaer Polytechnic Institute at Hartford 1988 — 1990
Master of Business Administration (MBA)
Bryant College 1982 — 1986
Bachelor of Science (BS), Accounting
Connecticut Judicial Branch July 2012 - Present
AKUITY Technologies March 2012 - July 2012
Robinson and Cole LLP August 2008 - March 2012
SS&C Technologies October 2007 - August 2008
Metropolitan District Commission September 1999 - October 2007
Metropolitan District Commission September 1999 - October 2000
Home and Hospital August 1998 - September 1999
Skills
Virtualization, SAN, Messaging Systems, Windows Server, Windows Server 2003, Windows Server 2008, Exchange server, Cisco, VMware ESX, VMware Infrastructure, Disaster Recovery, EMC, Clariion, Active Directory, Netscaler, Storage Area Networks, Storage, Load Balancing, Ironport, MPLS, VNX, EMC Celerra, RecoverPoint, VMware, vSphere, Citrix, VDI, Servers, Microsoft Exchange, Firewalls, VPN, Cisco Technologies
Education
University of Hartford 1996 — 2000
Central Connecticut State University
Management Information Systems
Boston University September 2012 - Present
SS&C Technologies February 2012 - August 2012
Qualtech Systems Inc. February 2000 - October 2011
Hughes Software Systems August 1999 - January 2000
Skills
Biostatistics, Finance, Project Management, Marketing, Software Engineering, Agile Methodologies, Java, Linux, Software Development, SAS, C++, C, SDLC, Statistics, Software Project..., Requirements Analysis, Testing, Software Quality..., Software Design, Unix, Data Analysis, Quality Management, JSP development, IntelliJ IDEA, Eclipse, Struts, Databases, Python, JDBC, ODBC, Matlab, Simulink, SOA, Web Services, XSL, HTML, Spring, XML, Machine Learning, Algorithms, Simulations, Data Mining, Distributed Systems, R, Perl, Signal Processing, Programming, Visual Basic
Education
Boston University 2012 — 2017
Doctor of Philosophy (PhD), Biostatistics
Boston University 2012 — 2014
Master’s Degree, Biostatistics
The University of Connecticut School of Business 2009 — 2012
MBA, Finance, Marketing
Indian Institute of Science 1995 — 1999
M.E. (Int), Computer Science and Engineering
Indian Institute of Technology, Kharagpur 1992 — 1995
B.Sc(Hons), Mathematics
Financial Innovations, LLC October 1998 - Present
Open Solutions, Inc. March 2000 - February 2002
SS&C Technologies 1994 - 1998
Vantage Computer Systems, Inc. 1983 - 1994
Skills
Financial Modeling, Financial Analysis, Financial Reporting, Venture Capital, Accounting, Strategic Financial..., Mergers, Finance, Mergers & Acquisitions, Financial Services, Due Diligence, Private Equity, Entrepreneurship, Executive Management, Management, Equities, Financial Planning
Education
Bentley University
BS, Accounting
SS&C Technologies 2012 - Present
Webster Bank 2009 - 2012
Hartford Investment Management Co. (HIMCO) 2006 - 2009
Fidelity Investments 2004 - 2006
State Street Global Advisors 2000 - 2004
State Street 1995 - 2000
Skills
Financial Reporting, Financial Analysis, Business Analysis, Finance, Financial Modeling, Performance Measurement, Bloomberg, PowerPoint, Business Objects, Performance Attribution, Excel, Financial Planning, Factset, Financial Services
Education
Boston University 1991 — 1995
Bachelor of Science in Business Administration, Finance
Grupo Franco Stringham June 2013 - Present
Ashton Stewart Capital June 2011 - Present
TransGlobal Green Energy March 2010 - Present
Financial Solutions March 1995 - Present
DBS Interests March 2014 - Present
KW Commercial October 2010 - March 2014
Marcus & Millichap August 2002 - October 2010
SS&C Technologies 1994 - 1995
Skills
Real Estate, Sales, Due Diligence, Valuation, Financial Modeling, Financial Analysis, Investments, Asset Management, Real Estate Economics, Commercial Real Estate, Mergers & Acquisitions, Investment Properties, Small Business, Entrepreneurship, Disposition, Portfolio Management, Contract Negotiation, Property, Asset Managment, Private Equity, Investment Banking, Real Estate Development, Real Estate Transactions, Acquisitions, Brokerage, Venture Capital, Property Management, Finance, Real Estate Financing, Investors, Leases, Land Acquisition, Corporate Real Estate, Funding, Joint Ventures, Location Intelligence, Structured Finance, Lease Negotiations
Education
Yale University - Yale School of Management 1991 — 1993
Master of Business Administration (MBA)
Brigham Young University 1987 — 1989
BS, Accounting
SS&C Technologies September 2009 - Present
NetSol Technologies January 1995 - February 2008
McCue Systems 1995 - 2008
ReadiCare June 1991 - December 1994
DisplayCraft January 1985 - December 1991
Skills
Operations Management, Operating Systems, IT Management
Education
Central Connecticut State University 1979 — 1983
BS, computer science
Travelers March 2012 - Present
University of Connecticut January 2007 - December 2008
OutlookSoft Corporation 2002 - 2006
Caminus Corporation 2000 - 2002
SS&C Technologies 1996 - 2000
Attorney 1993 - 1996
Aetna Life & Casualty 1989 - 1993
Aetna Life & Casualty 1986 - 1989
Aetna Life & Casualty 1982 - 1986
Skills
Strategy, Management, Leadership, Licensing, Corporate Law, Contract Negotiation, Nonprofits, Non-profit Volunteering, Small Business, Start-ups, Patents, Intellectual Property, Private Equity, Legal Writing, Litigation, Mergers & Acquisitions, Business Development, Human Resources, Risk Management, Entrepreneurship, Negotiation, Copyright Law, Budgets, Team Building, Cloud Computing, Mediation, Strategic Planning, Legal Assistance, Training, Policy, Trademarks
Education
Western New England University 1981 — 1985
JD, Law
Boston College 1977 — 1981
B.S., Computer Science
St. John's Prep 1974 — 1977
HS, College Prep
SS&C Technologies May 2014 - Present
Barron, Yanaros & Caruso, P.C. January 2013 - May 2014
Webster Bank May 2012 - June 2012
Skills
Accounting, Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Office, Accounts Payable, Microsoft Word, Banking, Customer Service, Risk Management, Strategic Planning, Due Diligence, Portfolio Management, Finance, Credit, QuickBooks, Account Reconciliation
Education
University of Hartford 2015 — 2017
Master of Business Administration (M.B.A.), Finance, General
Central Connecticut State University 2012 — 2013
Bachelor’s Degree, Accounting
University of Southern Maine 2009 — 2011
Accounting and Finance, Senior
SS&C Technologies March 2013 - Present
Spruce Hill Capital December 2012 - March 2013
Asset Strategies, Inc. February 2010 - December 2012
Real Estate Investor 2004 - 2011
Verizon Wireless March 2009 - February 2010
AT&T 1998 - 2010
Aetna 1997 - 1998
Skills
Asset Allocation, Investment Advisory, Investments, Personal Financial..., Retirement Planning, Budgets, Financial Advisory, Management Consulting, Mutual Funds, Economics, Portfolio Management, Investment Management, Finance, Strategic Financial..., Analysis
Education
Central Connecticut State University
Bachelor of Science, Finance
Aetna January 2013 - Present
FM Facility Maintenance June 2012 - January 2013
The Hartford December 2005 - July 2012
Harford Financial Services Group June 2004 - December 2005
SS&C Technologies November 2000 - June 2004
Webster Investments Division (Webster Bank Holdings) June 1999 - August 1999
Skills
PeopleSoft, Access, Microsoft Excel, Financial Analysis, Management, Analysis, Software Documentation, Investments, Project Management, Project Planning, Internal Controls, Account Reconciliation, Process Improvement, Banking, Finance
Education
Bryant University 1996 — 2000
Bachelor of Business Administration (BBA), Computer Information Systems
Bryant University 1996 — 2000
Bachelor of Science, Business Administration; Computer Information Systems
Cheshire High School 1992 — 1996
Allconnect June 2015 - Present
Allconnect May 2014 - June 2015
CLA May 2011 - May 2014
Fiserv EFT March 2006 - September 2010
Carreker Corporation/Checkfree/Fiserv November 1998 - March 2006
SS&C Technologies February 1998 - August 1998
Federal Reserve Bank of Atlanta 1994 - 1997
Federal Reserve Bank of Atlanta 1991 - 1993
Intersoft Systems, Inc 1990 - 1991
Skills
Software Quality..., Software Development, Testing, Databases, Software Documentation, Project Planning, Troubleshooting, Requirements Analysis, Quality Assurance, Analysis, SDLC, Management
Education
Saint Petersburg University of Transport 1982 — 1987
Master Of Science, Computer Science
Gen Re New England Asset Management 2001 - 2011
SS&C Technologies April 1997 - March 2001
Kaman Industrial Technologies 1993 - 1997
Honorable Discharge 1974 - 1978
Education
The University of Connecticut School of Business 1985 — 1987
Master of Business Administration (MBA), Finance, General
Central Connecticut State University 1982 — 1985
Bachelor of Science (BS), Finance & Computer Science
Loomis, Sayles & Company February 2011 - Present
Deutsche Bank December 2008 - December 2010
SS&C Technologies December 2007 - December 2008
State Street September 2006 - December 2007
Education
Boston College 2002 — 2006
Bachelor of Science (B.S.), Carroll School of Management
Del Realty December 2013 - Present
SS&C Technologies November 2014 - May 2015
Solutions Program, Franklin Public Schools, Lifelong Learning August 2011 - June 2014
ACT Consulting 2004 - 2006
American Consulting Group 2002 - 2002
Synergy/Hey U Tech 2000 - 2001
IDX 1995 - 1997
Danbury Hospital 1989 - 1992
PepsiCo - Quaker Oats 1982 - 1986
Eastman Kodak 1980 - 1982
Skills
Research, Teaching, Leadership, Microsoft Office, Fundraising, Program Management, Staff Development, Marketing
Education
Boston College 1977 — 1980
Bachelor of Science (BS), Computer Science, School of Management
Southern Connecticut State University 1976 — 1977
Political Science and Government
Hamden High School 1972 — 1976
Charles Stark Draper Laboratory October 2010 - Present
SS&C Technologies March 2010 - March 2011
Evare, LLC April 1997 - March 2010
Skills
Physical Security, Security, Facilities Management
Education
Bunker Hill Community College 2012 — 2015
Associate's degree, English Language and Literature; Writing
Eastern University 1977 — 1978
Sociology, Biblical studies
Philadelphia Biblical University 1975 — 1977
Thomson Reuters June 2014 - Present
SS&C Technologies October 2011 - June 2014
IPR-GDF Suez (formerly International Power America, Inc.) October 2008 - September 2011
Dynamics Research November 2006 - July 2008
Dynamics Research Corporation January 1999 - November 2006
Dynamics Research 1994 - 1998
Skills
Software Development, IT Operations, Oracle, Project Management, Test Management, SharePoint, Microsoft SQL Server, Requirements Analysis, Integration, SQL, Disaster Recovery, Business Analysis, ITIL, IT Management, Software Project..., Visio, SDLC, Agile Methodologies, Databases, Process Improvement, .NET, Java Enterprise Edition, Unix, Testing, Business Process, Enterprise Architecture, Linux, Business Intelligence, Security, IT Strategy, XML, MS Project, Software Documentation, Quality Assurance, Active Directory, Scrum, Vendor Management, T-SQL, Troubleshooting, Database Design, Cloud Computing, Agile Project Management, Windows Server, System Administration, Windows, PMP, Virtualization, Data Center, PL/SQL, Servers
Education
Bentley University 1991 — 1995
MBA, Information Systems
Northeastern University 1987 — 1991
B.S., Information Systems / Business Administration
SS&C Technologies May 2011 - Present
Skills
Business Analysis, Process Improvement, CRM, Team Management, Service Delivery, Management, Equities, Training, Project Management, Leadership, Software Documentation
Education
Annamalai University 2008 — 2010
MBA, Financial Management
SS&C Technologies November 2009 - Present
TheNextRound, Inc. March 2006 - November 2009
BISYS Fund Services May 2004 - March 2006
State Street July 2003 - May 2004
Education
Bentley University 1999 — 2003
BS-FI, Finance, IT
SS&C Technologies January 2008 - Present
US Air Force Reserve December 2005 - Present
METLIFE INTERNATIONAL January 2006 - January 2008
TJX January 2004 - January 2005
Skills
SSRS, ASP.NET, T-SQL, Microsoft SQL Server, VB.NET, Visual Basic, C#, SSIS, Hedge Funds, Programming, Financial Services, XML
Education
Bentley University 2001 — 2005
FINANCE
A.P University
MASTERS, SOFTWARE DEVELOPMENT
SS&C Technologies 2005 - Present
The Grate Group, LLC 1988 - 2005
KPMG Peat Marwick 1975 - 1984
Skills
Fund Accounting, Accounting, Hedge Funds, Private Equity, Finance, Tax, GAAP, Financial Modeling, Financial Reporting, Valuation
Education
Baruch College, City University of New York (CUNY)
BBA, Accounting
SS&C Technologies November 2011 - December 2014
Adirondack Bancorp November 2010 - November 2011
RBS Citizens Financial Group October 2008 - November 2010
Golden Shield Securities, Ltd. June 2007 - October 2008
People's United Bank - Formerly Chittenden Trust Company June 2006 - June 2007
Wells Fargo & Company November 2001 - June 2006
Skills
Banking, New Business Development, Strategic Planning, Sales Management, Team Building, Sales, Business Development, Management, Customer Service, Retail Banking, Marketing, Financial Analysis, Risk Management, Competitive Analysis, Credit, Strategy, Strategic Partnerships, Project Management, Software Project..., Cloud Applications, SaaS, Straight Through..., Software Design, Software Quality..., Software Documentation, Foreign Exchange, Fixed Income, Bond Markets, Financial Accounting, ALM, Credit Reports, Mortgage Underwriting, Commercial Banking, Commercial Lending, Consumer Lending, Mortgage Lending, Due Diligence, Cross-functional Team..., Commercial Business..., Mergers & Acquisitions, Strategic M&A, Fiduciary Services, Global Custody, Treasury Services, Correspondent Banking, Marketing Strategy, Leadership, Social Media Marketing, Executive Management, Business Strategy
Education
California Coast University
MBA, Business Administration
California Coast University
BSc, Business Administration
Marine City Ward-Cottrell High School
HS Diploma
Babson Capital Management September 2013 - Present
SS&C Technologies August 2011 - September 2013
State Street January 2010 - June 2011
Skills
Mutual Funds, Equities, Investments, Fixed Income, Hedge Funds, Derivatives, Swaps, Interest Rate..., MBS, Fund Accounting, Portfolio Management, Securities
Education
Bryant University 2006 — 2009
Bachelor of Science, International Business
Xaverian Brothers High Shool
Prudential Financial June 2014 - Present
Prudential Financial May 2010 - June 2014
Prudential Financial April 2007 - May 2010
SS&C Technologies July 2003 - March 2007
Skills
Pensions, Actuarial Science, Retirement, Insurance, Financial Modeling, Defined Benefit, Risk Management, Financial Analysis, Valuation, Microsoft Excel, PowerPoint, Microsoft Office, Volunteering, Actuarial Consulting, Actuarial Exams, Teamwork, Innovation, Project Coordination, Visual Basic, Investment Accounting
Education
Boston College 1997 — 2001
Bachelor of Science (BS), Management with Finance & Economics concentration
HSBC September 2004 - Present
SS&C Technologies December 1996 - August 2004
Swiss Bank Corporation September 1985 - December 1995
Skills
Equities, Derivatives, Fixed Income, Trading Systems, Electronic Trading, FX Options, Back Office, Capital Markets, Middle Office, Options, Market Data, Securities, Calypso, Precious Metals, Base Metals, Global Custody, Emerging Markets, Business Analysis, Swaps, Foreign Exchange, Credit Derivatives, FX trading, Equity Derivatives, Sybase, Market Risk, Banking, Financial Markets, Commodity, Structured Products, Bonds, Hedge Funds, Equity Trading, Trading, Collateral Management, Risk Management, Prime Brokerage, Settlement, Portfolio Management, Operational Risk, Investment Banking, Interest Rate..., SWIFT payments, Money Market, Credit Risk, Financial Risk, Relationship Management
Education
Boston University - School of Management 1984 — 1985
Master of Science (M.S.), Management Information Systems
Boston University - School of Management 1980 — 1984
Bachelor of Science (B.S.), Business Administration/Management
Pillar Fund Services, LLC July 2015 - Present
SS&C Technologies September 2012 - July 2015
Gravity Financial, LLC (acquired by SS&C Technologies) May 2007 - September 2012
Beacon Consulting Group February 2006 - May 2007
BISYS Fund Services October 2004 - February 2006
State Street February 1994 - October 2004
The Equitable (AXA) September 1992 - February 1994
Education
Brandeis University 1988 — 1992
BA, Economics
SS&C GlobeOp January 2015 - Present
SS&C GlobeOp April 2012 - Present
HSBC Securities July 2011 - April 2012
SS&C Technologies September 2009 - July 2011
Advent International November 2005 - June 2008
Skills
Fund Accounting, Alternative Investments, Mutual Funds, Investor Relations, Private Equity, Hedge Funds, Fixed Income, Equities, Bloomberg, Fund Of Funds, Corporate Actions, Fund Administration, Financial Services
Education
Bryant University 2001 — 2005
BS, Business Administration -Finance
PIMCO August 2015 - Present
Mellon Capital July 2013 - August 2015
SS&C Technologies July 2012 - June 2013
SS&C Technologies November 2011 - July 2012
BTIG June 2010 - August 2010
Education
Central Connecticut State University 2007 — 2011
Bachelor of Science (BS), Finance
South Windsor High School 2003 — 2007
JPMorgan Chase November 2012 - Present
SS&C Technologies August 2010 - November 2012
Ascend National Office June 2010 - August 2010
Marsh October 2009 - August 2010
Merrill Lynch 2009 - 2009
Oriental Construction LLC August 2006 - December 2008
Skills
Accounting, Financial Reporting, Financial Analysis, Fund Accounting, Financial Accounting, CPA, Private Equity, Bloomberg, Financial Statements, Account Reconciliation, Microsoft Excel, Bloomberg Terminal, Auditing, GAAP, Alternative Investments, International Tax
Education
Baruch College, City University of New York (CUNY) 2007 — 2010
BBA, Accounting
Baruch College, City University of New York (CUNY) 2007 — 2010
BBA, Accounting
Queens College
Myriad CPA Group May 2015 - Present
SS&C Technologies May 2014 - May 2015
Myriad CPA Group January 2013 - April 2014
Skills
Accounting, Tax, Financial Reporting, General Ledger, Financial Statements, Financial Analysis, Financial Accounting, Account Reconciliation, GAAP
Education
Brescia University 2010 — 2014
Bachelor of Science (B.S.), Accounting
Deloitte Consulting LLP March 2013 - Present
Capgemini 2008 - February 2013
Swingtide 2006 - 2008
Unisys 2004 - 2006
Unisys 2002 - 2004
Unisys 2001 - 2002
Unisys 2000 - 2001
Unisys 1999 - 2000
SS&C Technologies 1999 - 1999
SS&C Technologies 1996 - 1998
Education
Case Western Reserve University School of Law 1977 — 1980
Juris Doctorate, Law
Rutgers, The State University of New Jersey-New Brunswick 1973 — 1977
BA, History
SS&C Technologies June 2015 - Present
Boston University September 2014 - May 2015
Propark America February 2014 - August 2014
Skills
Leadership, Management, Social Media, Strategic Planning, Public Speaking, Microsoft Office, Facebook, Microsoft Excel, Microsoft SQL Server, Microsoft Visual Studio..., Project Management, Customer Service, Public Relations, Research, Strategy, Nonprofits, PowerPoint, Microsoft Word, Social Networking, Sales, Blogging, Marketing Strategy, Marketing Communications, Teamwork, Data Analysis, Integration, Access, Java, C++
Education
Boston University 2014 — 2018
Bachelor's degree, Computer Engineering, Business Administration Mgmt
Winthrop Senior High School 2010 — 2014
High School Diploma, General Studies
SS&C Technologies May 2014 - Present
Noble Environmental Power February 2013 - May 2013
Entergy July 2010 - September 2012
The Scooter Store January 2009 - June 2010
MagnaCare January 2007 - December 2008
Skills
Microsoft SQL Server, Databases, Data Warehousing, ETL, T-SQL, Disaster Recovery, SSIS, SQL, SSRS, IIS, Performance Tuning, Data Migration, Analysis Services, Servers, Business Objects, Cluster, Testing, OLAP, Stored Procedures, Oracle
Education
University of Louisville 2006 — 2008
Master's degree (MS), Computer Science and Engineering, A
Bangalore University 2003 — 2005
Master of Business Administration (MBA), Systems and Marketing, A
Visvesvaraya Technological University 1998 — 2002
Bachelor's degree in Engineering (BE), Electronics and Communications Engineering, A
SS&C Technologies June 2014 - Present
Allegro MicroSystems, LLC 2013 - 2013
Skills
Microsoft Office, Microsoft Excel, Research, PowerPoint, Microsoft Word, Public Speaking, Social Media, Customer Service, Teamwork, English, Economics, Leadership, Data Analysis, Event Planning, Team Leadership, Financial Analysis, Public Relations, Time Management, Business Analysis
Education
Boston College 2010 — 2014
Bachelor's Degree, Economics, Political Science
SS&C Technologies November 2005 - Present
Skills
Microsoft SQL Server, SQL, Crystal Reports, Databases, IIS, Windows Server, VMware, Disaster Recovery, Active Directory, Citrix, Servers, Windows 7, VMware ESX, Network Administration, Virtualization
Education
Asnuntuck Community College
Associate of Science (A.S.), Computer Science
Post University
Bachelor of Science (B.S.), Computer and Information Sciences and Support Services
Bentley University October 2011 - Present
Bentley University August 2014 - December 2014
Fiondella, Milone & LaSaracina LLP (FML) May 2014 - August 2014
Bentley University January 2013 - January 2014
SS&C Technologies May 2013 - August 2013
Stew Leonard's August 2009 - January 2013
Skills
Microsoft Excel, Event Management, Customer Service, Visio, Leadership, Communication Skills, Conflict Resolution, Editing, Public Speaking
Education
Bentley University 2011 — 2015
Bachelor of Science (BS), Accounting, Senior
SS&C Technologies March 2014 - Present
BNYMELLON Financial 2006 - 2013
BNYMellon Financial 2001 - 2006
FIDELITY INVESTMENTS 2000 - 2001
INVESTORS BANK AND TRUST (Buyout of BankBoston Business) April 1995 - January 2000
Skills
Mutual Funds, Bonds, Portfolio Management, Securities, Investments, Investment Analytics, Relationship Management, Consulting, Alternative Investments, Performance Measurement, Fixed Income, Valuation, Analysis, Asset Management, Financial Markets, Financial Services, Equities, Hedge Funds, Reporting & Analysis, Bloomberg, Finance, Asset Allocation, Derivatives, Capital Markets
Education
Boston University Graduate School of Management 1992 — 1994
MBA
State University of New York at Albany 1983 — 1987
BA, Economics
Archbishop Stepinac HS
Suffolk University
Completed course work for CFP
eFront July 2014 - Present
Netage Solutions June 2013 - July 2014
SS&C Technologies January 2012 - June 2013
SS&C Technologies October 2007 - December 2011
Ashton Partners August 2006 - June 2007
State Street (The Private Edge Group) August 2005 - August 2006
Meketa Investment Group September 2004 - August 2005
Anchor Capital Advisors June 2002 - September 2004
Skills
Investments, Private Equity, Asset Management, Financial Analysis, Customer Relations, Key Account..., Software Project..., Asset Managment, Investor Relations
Education
Babson College - Franklin W. Olin Graduate School of Business 2011 — 2013
MBA
Bentley University 1998 — 2002
Bachelor of Science
EcoCapital Investment Management Limited August 2014 - Present
SAS Investment Management Ltd December 2012 - July 2014
Babson Capital Management June 2011 - August 2012
Babson Capital Management November 2009 - June 2011
SS&C Technologies June 2006 - October 2009
Fidelity Investments June 2004 - June 2006
Citizens Bank June 2002 - June 2004
Skills
Fund Accounting, General Ledger, Financial Reporting, Hedge Funds, Accounting, Performance Measurement, Performance Analysis, Compliance, Asset Management, Financial Modeling, Investment Management, Investments, Portfolio Management, Entrepreneurship, Leadership, Strategy, Financial Analysis
Education
Ghana Stock Exchange 2012 — 2012
Ghana Stock Exchange Certificate, Investments and Securities
Bay Path University 2009 — 2011
Master of Business Administration (MBA), Entrepreneurial Thinking & Innovative Practices
University of Massachusetts at Amherst - Isenberg School of Management 2002 — 2004
Bachelor of Business Administration (B.B.A.), Finance and Operations Mgmt
Quinsigamond Community College 2000 — 2002
Associate of Science (A.S.), Accounting
Anfoega Senior Secondary School - V/R Ghana 1992 — 1995
SSCE, General Arts
Netage Solutions April 2013 - Present
SS&C Technologies January 2009 - March 2013
TheNextRound, Inc. (SS&C Technologies) January 2006 - December 2008
John Hancock June 2002 - December 2005
Skills
SDLC, Customer Relations, Client Relationship..., Business Relationship..., Software Project..., Project Implementation, Software Implementation, Implementation Services, Business Analysis, Systems Analysis, Workflow Analysis, Requirements..., Functional..., Product Specification, Process Improvement, Business Process..., Software Quality..., Product Management, Operations, Alternative Investments, Private Equity, Venture Capital, Fundraising, CRM software, People Skills, Managing Employees, Managing Processes, Software Training, Management, CRM, Customer Service, Hands-on Training, Requirement..., Requirements Analysis, SaaS, Professional Services, Enterprise Software, Business Process, Software Documentation, Quality Assurance
Education
Bentley University 1998 — 2002
BS, Accounting Information Systems
SS&C Technologies March 2011 - Present
4086 Advisors 2008 - 2011
EcoSure 2005 - 2008
Education
Anderson University 2009 — 2011
Masters of Business Administration
Indiana University Bloomington 1998 — 2002
Bachelor's, Finance
Lexington Public Schools June 2013 - Present
Lexington Public Schools July 2014 - June 2015
Lexington Public Schools June 2013 - June 2014
City of Torrance January 2011 - May 2013
City of Torrance December 2009 - December 2010
SS&C Technologies June 2008 - December 2009
Mass Mutual Life Insurance Group May 2007 - September 2007
Skills
Financial Reporting, Contract Management, State Compliance, Capital Budgeting, Operating Budgets, Accounting, Microsoft Office, General Ledger, Microsoft Word, Project Management, Data Analysis, Microsoft Excel, Analysis, Budgets, PowerPoint, Regulations, Asset Managment, Strategic Planning, Outlook, Financial Analysis, Payroll, Human Resources, Management, Government, Policy, Forecasting, Research, Access, Nonprofits, Economic Development, Social Media, Program Management, Public Administration, Leadership, Public Policy, Administration, Project Planning
Education
California State University-Long Beach
Master of Public Administration (M.P.A.), Public Administration, 4.0
California State University-Long Beach
Graduate Certificate, Public Sector Financial Management, 4.0
University of Massachusetts, Amherst
Bachelor of Science (B.S.), Managerial Economics
SS&C Technologies September 2015 - Present
Siguler Guff & Company May 2009 - June 2015
WestLB Mellon Asset Management July 2008 - April 2009
Financial Industry Regulatory Authority (FINRA) October 2005 - July 2008
Grosvenor Capital Management, LP August 1999 - September 2005
Stein Roe and Farnham, Inc. April 1998 - July 1999
Skills
Financial Analysis, Accounting, Management, Alternative Investments, Asset Management, Financial Reporting, Portfolio Management, Private Equity, Valuation, Hedge Funds, Finance, Financial Modeling, Equities, Investments, Financial Planning
Education
Bradley University 1993 — 1997
Bachelor's degree, Accounting
SS&C Technologies August 2007 - Present
Mass Mutual (Computer Systems Associates - Contract) May 2008 - October 2008
Premise Corporation April 2007 - August 2007
CSC May 2005 - April 2007
Education
American InterContinental University 2010 — 2010
Masters, Information Technology
American InterContinental University 2008 — 2009
Bachelors, Information Technology
American InterContinental University 2007 — 2008
Associates, Business Administration
PricewaterhouseCoopers June 2011 - Present
SS&C Technologies June 2009 - June 2011
Commerce Bank (Acquired by TD Bank) February 2006 - September 2008
Skills
Partnership Taxation, Hedge Funds, Private Equity, Tax, Accounting, Financial Analysis, US GAAP, SEC filings, Tax Technology
Education
Bryant University 2008 — 2009
Masters, Accountancy
Rider University 2007 — 2008
Accounting
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 2001 — 2005
BS, Business Management
FASCET LLC 2012 - Present
SS&C Technologies February 2010 - April 2012
Best Buy October 2007 - February 2010
Skills
Finance, Valuation, Team Building, Bloomberg Terminal, Pricing, Equities, Financial Analysis, Microsoft Excel, Risk Management, Investments, Team Leadership, Microsoft SQL Server, Training, Project Management, APX, Axys, REX, Fixed Income, Portfolio Management, Fund Accounting, Bloomberg, Analysis, CRM
Education
Western New England University 2008 — 2010
Business, Finance
Cedarville University
Business
SS&C Technologies April 2013 - Present
State Street January 2007 - April 2013
Putnam Investments 2002 - 2006
Skills
Mutual Funds, Financial Services, Bloomberg, Fund Accounting, Equities, Hedge Funds, Microsoft Excel, Securities
Education
Bridgewater State College 1999 — 2004
Business, Marketing
SS&C Technologies March 2015 - Present
Hagoth Inc July 2012 - Present
Deseret Mutual Benefit Administrators June 2011 - August 2011
PEAK Securities, Inc. September 2008 - July 2010
PEAK Securities, Inc. January 2007 - September 2008
Skills
Investments, Bloomberg, Financial Analysis, Fixed Income, Equities, Securities, Portfolio Management, Asset Managment, Corporate Finance, Capital Markets, Valuation, Financial Modeling, Alternative Investments, Risk Management, Investment Banking, Hedge Funds, Finance, Asset Management, Wealth Management, Private Equity, Strategic Financial..., Mergers & Acquisitions, Venture Capital
Education
Brigham Young University 2010 — 2012
MBA, Finance
Brigham Young University 2003 — 2005
Business Management: Financial Services Emphasis, Finance
SS&C Technologies October 2011 - Present
SS&C Technologies October 2013 - October 2014
SS&C Technologies October 2011 - October 2013
HCA June 2011 - October 2011
Liberty Tax Service January 2011 - April 2011
Windstream Communications April 2009 - January 2011
The Raibley Group dba Two Men and a Truck April 2008 - April 2009
Skills
Financial Accounting, Financial Statements, Fund Accounting, Fund Of Funds, Private Equity, QuickBooks, Tax Preparation, Financial Analysis, Problem Solving, Accounting, Finance, Investments, Accounts Payable, Accounts Receivable, General Ledger, Payroll, Tax, Microsoft Excel, Process Improvement, Microsoft Office
Education
University of Southern Indiana 2006 — 2009
Bachelor of Science (B.S.), Accounting
Ball State University 2004 — 2006
Actuarial Science
Eze Software Group May 2015 - Present
Liberty Mutual Investments February 2013 - May 2015
TechTarget 2012 - February 2013
SS&C Technologies 2007 - 2012
Centage Corporation 2005 - 2007
Intex Solutions, Inc. 2000 - 2005
Skills
Project Management, Forecasting, Microsoft Office, Business Analysis, Leadership, CRM, Analysis, Management, Process Improvement, Customer Service, Data Analysis, SQL, Software Documentation, Finance, Databases, Business Intelligence
Education
Brandeis International Business School
MS, Finance
University of Mary Washington
BS, Physics
SS&C Technologies August 2012 - Present
SS&C Technologies September 2002 - August 2012
SS&C Technologies May 2000 - September 2002
Skills
Corporate Law, Document Review, Due Diligence, Hedge Funds, Access, Litigation Support, Contract Negotiation, Mergers, Financial Services, File Management, Document Management, Westlaw, Database Administration, Notary Public, Microsoft Office, Microsoft Word, Investor Relations, Legal Compliance, Accounting, Business Analysis, Mergers & Acquisitions, Investments, Finance, Private Equity, Corporate Governance, Asset Management, Fund Accounting, Equities
Education
Bay Path University 2002 — 2008
AS, BS & MS, Bus. Admin.; Legal Studies; Comm. & Info. Mgmt
SS&C Technologies July 2012 - Present
Thomson Reuters January 2005 - December 2011
ICR Marketing Consulting and Advertising Agency January 1999 - January 2005
Global Consulting Resources 1998 - 1999
Evergreen Forest Products January 1990 - January 1998
Walter Peek & Co 1985 - 1990
Transamerican Properties January 1980 - January 1985
Golden West Rent A Car January 1980 - January 1985
CTI (Container Transport International) January 1979 - January 1980
Chase Manhattan Bank January 1978 - January 1979
Skills
Consultative Selling, Financial Management, Sales Hunter, Enterprise Sales Leader, Business Development, Skilled Negotiator, Enterprise Technology..., Sales, Negotiation, Leadership, Managerial Finance, Selling, Strategy, CRM, Start-ups, New Business Development, Sales Operations, Management, Enterprise Software, Asset Management, Analytics, Relationship Management, Financial Services, Financial Markets, Equities, Investments, Market Data, Fixed Income, Trading Systems, Banking, B2B, Electronic Trading, Hedge Funds, Solution Selling, Salesforce.com, Portfolio Management, Training, Business Analysis, Strategic Planning, Capital Markets, SaaS, Strategic Partnerships, Finance, Derivatives, Competitive Analysis, Consulting, Cold Calling, Vendor Management, Sales Management
Education
Cornell University - Johnson Graduate School of Management 1977 — 1978
MBA, Finance
Boston College 1972 — 1976
BA, Economics
SS&C Technologies September 2011 - Present
Omgeo LLC January 2009 - December 2011
Thomson Reuters 2007 - 2009
Thomson Financial (2006 2006 - 2007
Thomson Financial (2005 2005 - 2006
Thomson Financial- First Call 2003 - 2005
Thomson Financial -First Call January 2000 - January 2003
Thomson Financial Software Solutions January 1996 - January 2000
AT&T - Interchange January 1995 - January 1996
Silverplatter Information January 1993 - January 1995
Skills
PMP, ITIL, Incident Management, Software Project..., Agile, Program Management, Quality Assurance, SDLC, Microsoft SQL Server, Project Management, Agile Methodologies, Agile Project Management, Requirements Analysis, Strategy, Testing, Integration, SQL
Education
Boston University 1993 — 1996
Masters, Computer Information Systems
Boston University 1987 — 1991
Bachelor of Arts, Economics
Boston Latin School 1983 — 1987
High School
InvestTech Systems Consulting May 2002 - Present
Macgregor November 1999 - April 2002
SS&C Technologies September 1997 - November 1999
Thomson Financial September 1992 - September 1997
ADP July 1988 - September 1992
Skills
Trading Systems, Business Analysis, Business Development, Market Data, Fixed Income, Equities, Sales, Electronic Trading, Portfolio Management, Asset Management, Back Office, Hedge Funds, Derivatives, Financial Markets, Business Intelligence, Enterprise Data..., Lead Generation, B2B Marketing Strategy, Consultative Selling, Experienced Sales..., Solution Selling
Education
Boston College
BA
Bloomfield Hills Andover High School
Optum July 2013 - Present
SS&C Technologies February 2013 - July 2013
St Francis Hospital 2007 - 2012
Insurix January 2007 - March 2007
Mortgage Lenders Network 2006 - 2007
Travelers October 2002 - July 2006
Ames Department Stores April 2001 - September 2002
Covansys December 2000 - March 2001
Cigna July 1999 - December 2000
Mass Mutual June 1998 - July 1999
Skills
Microsoft SQL Server, SQL, VB.NET, Visio, T-SQL, Databases, .NET, Software Development, Requirements Analysis, SDLC, Access, ASP.NET, Process Improvement, Software Documentation, Systems Analysis, Crystal Reports, SharePoint, Integration, Troubleshooting, Business Analysis, Disaster Recovery, Active Directory, HTML, Visual C#, Oracle, Project Management, Full SDLC
Education
The University of Connecticut 1988 — 1991
Bachelor of Science (BS), Electrical and Electronics Engineering
Central Connecticut State University 1985 — 1988
State Street Bank September 2011 - April 2014
SS&C Technologies January 2001 - August 2011
Fidelity Investments June 1999 - January 2001
Skills
Project Management, Business Process..., Business Analysis, Business Strategy, Databases, SQL, Quality Assurance..., SDLC, Help Desk Support, Bloomberg, Microsoft Office, Hedge Funds, Fund Accounting, Cash Management, Superior Client Service, Financial Reporting, Compliance Procedures, Coaching and Mentoring, Analysis Risk Management, Fund Performance
Education
Bentley University
Bachelor's degree, Business Administration and Management, General
Clark University
Web Master Certificate, Web Master
The Hartford November 2013 - Present
Travelers 2012 - Present
Travelers 2010 - 2012
Travelers 2008 - 2010
SS&C Technologies, Inc. 2000 - 2008
SS&C Technologies 1996 - 2000
Skills
SharePoint, ETL, Citrix Metaframe, Crystal Reports, Business Analysis, Investments, Trading Systems, Requirements Gathering, Business Requirements, SDLC, Management, PMO, Process Improvement, Business Process..., Excel, Financial Analysis, Analytic Thinking, Thinking Outside The Box, Customer Oriented, Outstanding..., Access, PowerPoint, SQL, PPM, MIS, Pervarsive Data Junction, FTP, SFTP, VBA, Opalis Robot, Global Event Control..., PGP, Terminal Services, Bloomberg Terminal, Bloomberg, DOS, Cognos, SAP Xcelsius Present, SS&C Technologies CAMRA, SS&C Technologies Recon, SS&C Technologies Debt..., SWIFT, InfoPath, PC Anywhere, MOVEit EZ®, Requirements Analysis, Data Analysis, Driving Results, Data Warehousing, Databases
Education
Central Connecticut State University
BS, Finance
SS&C Technologies June 2014 - Present
American Student Assistance June 2012 - June 2014
State Street March 2011 - May 2012
Wellington Management April 2007 - March 2011
Putnam Investments 2001 - April 2007
KPMG International 1999 - 2001
Thomson Financial 1998 - 1999
Putnam Investments 1995 - 1998
Skills
Vendor Management, Software Development, Microsoft SQL Server, Agile Methodologies, Business Intelligence, Enterprise Architecture, SDLC, Market Data, SharePoint, Access, Analytics, Product Management, Analysis, Agile Project Management, IIS, Knowledge Management, Business Analysis, Application Architecture, Test Automation, IT Management, .NET, CRM, Factiva, Team Leadership, Financial Services, Mobile Applications, Social Networking, Budgets, Investment Research, SQL Server, Visual Studio, Portal design, Application Delivery, Systems Monitoring, Budget management, IT Operations, Collaboration tools, Application Development, Offshore software..., Investment Management, Performance Management, Usability Testing, Build Automation, Strategic IT Management, Rapid Prototyping, Management, Cloud Applications
Education
Bryant University 1992 — 1996
Bachelor of Business Administration, Finance
SS&C Technologies March 2015 - Present
Mitsubishi UFJ Fund Services May 2012 - March 2015
Mitsubishi UFJ Fund Services November 2007 - April 2012
Minacs January 2007 - October 2007
Infosys BPO Limited June 2003 - December 2006
FirstRing India Pvt. Ltd April 2000 - June 2001
Skills
Hedge Funds, Equities, Management, Project Management, Derivatives, Financial Services, Team Management, Financial Analysis, Alternative Investments, Capital Markets, Business Development, Portfolio Management, Business Analysis, Risk Management, Financial Modeling, Outsourcing, Operations Management, BPO, Business Process..., Six Sigma, Fixed Income, CRM, Management Consulting, Investment Banking, Bloomberg, Business Process, Private Equity, Business Process Design, Sales Management, New Business Development, Investments, Asset Management, Mutual Funds, Valuation, Finance
Education
School of Communication and Management Studies 2001 — 2003
PGDM, Finance and Marketing
Bangalore University 1996 — 1999
Bachelor of Business Administration (B.B.A.), Marketing
Air Force School Hebbal 1983 — 1993
Sapiens May 2014 - Present
Regulatory DataCorp. January 2013 - April 2014
FolioDynamix October 2011 - December 2012
Actimize October 2004 - October 2011
SunGard Energy Systems (formerly Caminus) March 2001 - September 2004
SS&C Technologies February 1999 - February 2001
PeopleSoft July 1997 - January 1999
Oracle July 1996 - June 1997
BancWare August 1991 - June 1996
Education
Boston College 1985 — 1989
BS, Finance
eFront January 2015 - July 2015
SS&C Technologies October 2013 - January 2015
Linedata Services March 2007 - August 2013
NewRiver, Inc. March 2005 - February 2007
Thomson Financial August 1999 - March 2005
Skills
SaaS, Salesforce.com, Enterprise Software, Professional Services, Relationship Management, Financial Services, Strategic Partnerships, Account Management, CRM, Equities, Fixed Income, Sales, Channel Partners, New Business Development, Marketing, Strategic Planning
Education
Boston University
Masters Degree, Computer Information Systems
University of Massachusetts
Bachelor of Science (B.S.), Accounting
SS&C Technologies January 2013 - Present
Leading Edge Recovery Solutions November 2009 - November 2012
Statera July 2009 - November 2009
Aspenware August 2007 - March 2009
TrueLogic Financial May 2006 - August 2007
TrueLogic Financial May 2006 - August 2007
3t Systems January 2001 - March 2006
Skills
.NET, ASP.NET, C#, JavaScript, Integration, Microsoft SQL Server, SharePoint, Software Development, Software Documentation, T-SQL, TFS, Visual Basic, Visual Studio, WCF, Web Applications, Web Services, Business Analysis, Scrum
Education
Boston University 1988 — 1993
B.A., Computer Science
SS&C Technologies July 2012 - Present
BNY Mellon June 2006 - June 2012
Skills
Series 7, Series 24, series 63
Education
Boston University
BA, Economics
SS&C Technologies July 2006 - Present
Wyper Capital April 2005 - July 2006
Skills
Hedge Funds, Fund Accounting, Financial Reporting, Financial Analysis, US GAAP, Asset Management, Fixed Income, GAAP, Bloomberg, Account Reconciliation
Education
Baruch College, City University of New York (CUNY) 1995 — 1999
Bachelor, Accounting
SS&C Technologies June 2013 - Present
Cohen & Steers May 2011 - June 2013
KBC Financial Products September 2000 - May 2011
Bankers Trust September 1998 - July 2000
Deutsche Bank September 1998 - July 2000
Skills
Derivatives, Documentation, Settlements, Fixed Income, Software Documentation, Settlement, Hedge Funds, Equities, Derivative Operations, Bloomberg, Capital Markets, Securities, Bonds, Trading Systems, Corporate Actions, Swaps, Credit Derivatives, Back Office, Equity Derivatives, Options, Collateral Management, Fund Administration, FX Options, Portfolio Management, Fund Of Funds, Prime Brokerage, Mutual Funds, Private Equity, Financial Modeling, Account Reconciliation, CDS, Trading, Alternative Investments, Middle Office, Asset Management, Financial Markets, Electronic Trading, ETFs, Equity Trading, Financial Services, Hedging, Investment Strategies, Emerging Markets, Equity Research, Money Market, Corporate Finance, Finance, Risk Management, Asset Allocation, Funding
Education
NYU’s School of Continuing and Professional Studies 2000 — 2001
NYU-SCPS, Accounting and Finance
City University of New York-Baruch College 1994 — 1998
BBA, Accounting
SS&C Technologies November 2014 - Present
SS&C Technologies - PORTIA May 2014 - November 2014
Citisoft March 2006 - April 2014
Thomson Financial 2003 - 2006
Thomson Financial 2000 - 2003
State Street Bank 1999 - 2000
State Street Bank September 1998 - 1999
Skills
Portia, Securities Lending, Equities, Business Analysis, Asset Management, Mutual Funds, Fixed Income, Portfolio Management, Derivatives, Financial Services, Trading Systems, Back Office, Hedge Funds, Securities, Investments, Risk Management, SDLC, Bloomberg, Consulting
Education
Brandeis University 1994 — 1998
American Studies and Sociology
Wachusett Regional High School 1990 — 1994
CapMar Consulting August 2009 - Present
Omgeo Canada Ltd. November 2006 - August 2009
SS&C Technologies September 2004 - November 2006
Education
Centennial College 1982 — 1983
Symmetry Partners August 2013 - Present
SS&C Technologies June 2011 - August 2013
SS&C Technologies June 2010 - June 2011
SS&C Technologies October 2006 - June 2010
Pharmedica Communications 2004 - 2006
4uDoctor, Inc May 2001 - 2004
Shared Technologies Cellular, Inc. September 1999 - May 2001
Skills
HTML, SQL, Agile Methodologies, Integration, Microsoft SQL Server, XML, Databases, SDLC, Business Analysis, Software Development, Requirements Analysis, Software Project..., .NET, Visio, Access, Project Management, SharePoint
Education
Central Connecticut State University 1999 — 2001
B.S., Computer Science
Shoreline Community College 1997 — 1999
Assoc., Computer Science
SS&C Technologies October 2011 - Present
SS&C Technologies July 2001 - October 2011
SS&C Technologies October 1997 - July 2001
Skills
Online Help, Software Documentation, RoboHelp, Technical Writing, Documentation, MS Project, Writing, Visio, Word, Usability Testing, Team Leadership, Editing, HTML, Microsoft Office, User Assistance, Microsoft Word, Access, Requirements Analysis, Requirements Gathering, Business Analysis, SDLC, Quality Assurance, Software Project..., Agile Methodologies, Software Quality..., Testing, Databases, Analysis, Software Development, SQL
Education
Bay Path University 2001 — 2007
BS, Executive Management (IT)
SS&C Technologies March 2007 - Present
UHY Advisors 2000 - 2007
Skills
CPA, Mergers & Acquisitions, Corporate Tax, International Tax, Income Tax, Financial Analysis
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2010
MST, Taxation
The University of Connecticut 1996 — 2000
Accounting
Capco January 2012 - Present
KPMG Advisory February 2011 - January 2012
Vanad Capital Group January 2009 - January 2011
Boston University August 2007 - January 2009
SS&C Technologies November 2005 - August 2007
Acadian Asset Management May 2004 - November 2005
Deutsche Asset Management June 2002 - May 2004
Investors Bank & Trust 2000 - 2001
Benistar LTD May 2000 - September 2000
Skills
Investments, Hedge Funds, Mutual Funds, Investment Banking, Start-ups, Private Equity, Asset Management, Valuation, Financial Modeling, Management Consulting, Emerging Markets
Education
Boston University Questrom School of Business 2007 — 2008
MS, Financial Economics
University of Massachusetts, Amherst 1996 — 2001
BS, Economics
Geller & Company March 2008 - Present
SS&C Technologies 2008 - Present
Carver Federal Savings Bank 2001 - 2004
GE Business Productivity Solutions 1997 - 2000
Skills
Auditing, Journal Entries, Accounting, Credit, Microsoft Office, Account Reconciliation, GAAP, Hedge Funds, Management, Financial Accounting, Analysis, Finance, Internal Controls, US GAAP, Fund Accounting, Financial Reporting, Financial Statements, Valuation, Financial Modeling, Financial Analysis, PeopleSoft, Customer Service, Private Equity, Corporate Finance, Bloomberg, Equities, Microsoft Excel, Cash Management, General Ledger, Due Diligence
Education
Baruch College, City University of New York (CUNY)
SS&C Technologies September 2005 - Present
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Portfolio Management, Business Analysis, Accounting, Data Analysis, Strategic Financial..., Business Intelligence, Process Improvement, Auditing, Finance, Analysis, Management, Equities, Investments, Securities, Valuation
Education
University of Hartford 2006 — 2008
MBA, Finance
Central Connecticut State University 2002 — 2003
Bachelor of Science (BS), Finance
Synxronos,LLC April 2011 - Present
SS&C Technologies August 2010 - April 2011
Charter Oak Capital Partners January 1998 - December 2008
SFA Marketing 1995 - 1998
Skills
Investor Relations, Alternative Investments, Financial Modeling, Private Equity, Valuation, Mergers & Acquisitions, Financial Analysis, Corporate Finance, Financial Reporting, Risk Management, Accounting, Strategy, Business Analysis, Business Strategy, Internal Controls
Education
Babson College/Fairfield University 1983 — 1985
MS, Financial Management
Babson College 1978 — 1982
BS, Finance
SS&C Technologies October 2014 - Present
SS&C Technologies February 2007 - Present
StatPro February 2005 - February 2007
Financial Models Company March 1999 - February 2005
Skills
Trading Systems, Business Analysis, Market Data, Back Office, Financial Services, Equities
Education
Brock University 1995 — 1998
Bachelor's degree
Altus Capital Partners March 2013 - Present
Morgan Stanley July 2012 - March 2013
Independent Consultant May 2011 - July 2012
SS&C Technologies February 2010 - May 2011
Geller & Company June 2005 - February 2010
Bad Boy Entertainment April 2004 - June 2005
Education
Berkeley College 2002 — 2004
BBA, Accounting/Finance
SS&C Technologies January 2015 - Present
KPMG January 2009 - January 2015
KPMG January 2008 - May 2008
Michael Levin, CPA, PC July 2007 - November 2007
Skills
Tax, Partnership Taxation, Real Estate Private..., CPA, Tax Accounting, Big 4, Corporate Tax, Accounting, Alternative Investments, Financial Services, International Tax, Tax Research, Fund Of Funds, Financial Accounting, Financial Reporting, Tax Preparation, US GAAP, GAAP, Financial Analysis, Tax Returns, Financial Statements, Private Equity, Income Tax, Tax Advisory, US Tax
Education
Baruch College, City University of New York (CUNY) 2007 — 2008
Masters, Taxation
The George Washington University - School of Business 2003 — 2007
Bachelors of Accountancy, Accounting
SS&C Technologies March 1979 - Present
Unisys May 1996 - May 2009
Education
Brown University 1968 — 1972
Bachelor of Arts, Economics, Classical History
Scivantage September 2015 - Present
State Street September 2014 - June 2015
Martin Consulting June 2005 - August 2014
SS&C Technologies September 2009 - July 2014
InvestEdge, Inc 2007 - 2009
Bullrun Financial 2005 - 2007
Fidelity Investments 1987 - 2002
Thomson Financial 1990 - 1994
Skills
CRM, Product Marketing, Business Development, Financial Services, Project Management, Marketing Strategy, Training, Business Analysis, Management, Strategy, Product Development, Sales Operations, Strategic Planning, Salesforce.com, Portfolio Management, Solution Selling, Banking, Marketing, Enterprise Software, SaaS
Education
Suffolk University - Sawyer Business School 1991 — 1993
MBA, Computer Information Systems
Babson College 1983 — 1987
BS, Finance & Investments
SS&C Technologies September 2015 - Present
Starwood Retail Partners LLC November 2014 - July 2015
General Growth Properties June 2011 - November 2014
Mid-America Real Estate Corporation January 2011 - June 2011
Shorenstein Realty Services June 2006 - October 2010
Trizec Properties, Inc September 2002 - June 2006
Capital First Realty, Inc July 2000 - May 2002
Amerihost Properties March 1998 - June 1999
Skills
Accounting, General Ledger, Financial Statements, Managerial Finance, Property Management, Lease Administration, Yardi, Real Estate, Financial Reporting, Accounts Payable, Financial Analysis, Due Diligence, Leases, Accounts Receivable, Disposition, GAAP, Variance Analysis, Real Estate Economics
Education
Benedictine University 2007 — 2011
obtained MBA 2012, Financial Management, 3.4
DeVry University 1997 — 2001
BS, Accounting
SS&C Technologies April 2015 - Present
Wolters Kluwer August 2008 - March 2015
Wissen Inc September 2006 - August 2008
Skills
XML, Enterprise Architecture, Documentum, Content Management, Weblogic, Web Services, Enterprise Content..., Java, JavaScript, Java Enterprise Edition, EJB, RDF, RDFS, RDFa, Jerseys, ExtJs, jQuery, Spring Framework, Hibernate, JMS, Persistence, Java Persistance API, Apache CXF, Axis2, DQL, SQL, Allegrograph
Education
State University of New York at New Paltz 2005 — 2006
MS in Electrical Engineering, Electrical Engineering
Maharaja Engineering College
Deloitte September 2011 - Present
Deloitte & Touche June 2010 - August 2010
Scoggin Capital Management, LP II June 2009 - August 2009
Ricochet Public Relations May 2008 - August 2008
SS&C Technologies May 2007 - August 2007
Skills
Security, Data Analysis, Enterprise Risk..., Program Management, Business Process..., IT Strategy, Requirements Analysis, Business Process, Management Consulting, Business Intelligence, Requirements Gathering, SQL, Visio, Business Analysis
Education
Carnegie Mellon University 2009 — 2011
Masters, Information Security Policy and Management
Lehigh University 2005 — 2009
BS, Business Information Systems
Lehigh University - College of Business and Economics 2005 — 2009
BS, Business Information Systems
SS&C Technologies September 2013 - Present
State Street April 2011 - August 2013
State Street June 2007 - April 2011
Lord Abbett & Company September 2006 - May 2007
Legg Mason September 2006 - December 2006
TIAA-CREF June 2006 - August 2006
France Telecom February 2006 - April 2006
AlgoOpVantage 2006 - 2006
Time Inc. September 2004 - January 2005
Standard & Poor's 2005 - 2005
Skills
Bloomberg, Financial Analysis, Fixed Income, Equities, Valuation, Investments, Derivatives, Portfolio Management, Due Diligence, Financial Services, Microsoft Excel, Tax Preparation, Tax Advisory, Accounting
Education
Boston University 2008 — 2010
Masters, Banking & Financial Services Management
Baruch College, City University of New York (CUNY) 2003 — 2007
Bachelors, Finance & Investments
Brooklyn Technical High School 1999 — 2003
SS&C Technologies June 2014 - Present
Citi 2011 - May 2014
GrandBanks Capital 2009 - 2011
State Street 1996 - 2009
JP Morgan Chase 1995 - 1996
Skills
Venture Capital, Alternative Investments, Asset Management, Due Diligence, Financial Services, Hedge Funds, Investments, Mergers, Mergers, Mutual Funds, Private Equity, Securities, Start-ups, Strategy, Valuation
Education
Boston University School of Law 1987 — 1988
LL.M., Tax
University of Richmond - Robins School of Business 1983 — 1985
M.B.A.
University of Richmond School of Law 1981 — 1984
J.D., Law
Syracuse University 1976 — 1980
B.S
Syracuse University - Martin J. Whitman School of Management 1976 — 1980
B.S., Business
Zoetis January 2015 - Present
Viscogliosi Brothers, LLC June 2011 - December 2014
Centinel Spine, Inc. June 2011 - December 2014
Knee Creations, LLC June 2011 - May 2013
SS&C Technologies June 2008 - June 2011
Caldwell College October 2007 - June 2008
Skills
Accounting, Finance, Account Reconciliation, General Ledger, Financial Statements, Journal Entries, Variance Analysis, Financial Reporting, Financial Analysis, Fixed Assets, Cash Flow, Cash Management, Great Plains Software, Analysis, Auditing, Bank Reconciliation, GAAP, Microsoft Excel
Education
Caldwell University 2003 — 2007
Bachelors, Accounting
Brick Township High School 1999 — 2003
The Phoenix Companies. Inc. December 2013 - Present
NASVA 2008 - Present
SS&C Technologies December 1999 - November 2013
Eagle Development 1998 - 1999
The Allied Group 1998 - 1999
American Honda Finance 1992 - 1994
Skills
Bloomberg, Investments, Fund Accounting, Portfolio Management, Derivatives, Hedge Funds, Financial Analysis, Accounting, Trading Systems, Business Analysis, Access, Fixed Income, Financial Services, Crystal Reports, Asset Managment, Vendor Management, Risk Management, Securities, Asset Management
Education
The University of Connecticut School of Business 1992 — 1994
MBA 1994, Finance
Bentley University 1988 — 1992
BS, Economics/Finance
Glastonbury High School 1984 — 1988
SS&C Technologies July 2006 - October 2008
The Bank of New York 1997 - 2006
Skills
Accounting, Auditing, CRM, Financial Analysis, Financial Reporting, Financial Statements, Microsoft Excel, Mutual Funds, Equities, Finance, Journal Entries, Microsoft Office, Financial Accounting, Hedge Funds, PowerPoint
Education
LIU Brooklyn 2010 — 2011
MST, Taxation
Baruch College, City University of New York (CUNY) 1994 — 1996
BBA, Accounting
Hebert Morrison Technical High School 1986 — 1990
Diploma, Business
Prudential Financial February 2013 - Present
BNY Mellon August 2012 - February 2013
SS&C Technologies January 2008 - August 2012
Skills
Bloomberg, Fixed Income, Equities, Derivatives, Securities, Fund Accounting, Valuation, Hedge Funds, Business Analysis, Microsoft Excel, Crystal Reports, SDLC, Microsoft Office, Bloomberg Terminal, Lotus Notes, Mutual Funds
Education
Albertus Magnus College 2010 — 2012
Masters of Business Administration
Central Connecticut State University 2003 — 2007
B.S, Finance
SS&C Technologies December 2014 - Present
State Street September 2009 - December 2014
State Street Alternative Investment Solutions July 2007 - September 2009
Investors Bank and Trust May 2005 - July 2007
Skills
Bloomberg, Fixed Income, Equities, Financial Modeling, Valuation, Hedge Funds, Mutual Funds, Fund Accounting, Financial Analysis, Investments, Alternative Investments, Derivatives
Education
Babson College - Franklin W. Olin Graduate School of Business 2011 — 2015
Master of Business Administration (M.B.A.), Corporate Finance
Bentley University 2000 — 2004
Bachelor of Science, Finance
MFS Investment Management August 2014 - Present
MFS Investment Management February 2014 - August 2014
MFS Investment Management September 2011 - February 2014
SS&C Technologies August 2010 - September 2011
Bryant University 2007 - 2010
Skills
Equities, Bloomberg, Securities, Portfolio Management, Fixed Income, Investments, Financial Analysis, Asset Management, Mutual Funds
Education
D'Amore-McKim School of Business Northeastern University 2014 — 2018
Master of Business Administration (MBA), Investments and Mutual Fund Management
Bryant University 2007 — 2010
Finance
J.P. Morgan June 2014 - Present
SS&C Technologies November 2011 - June 2014
Chartis June 2011 - December 2011
Merrill Lynch January 2011 - May 2011
Davidson Kempner Capital Management LLC October 2009 - March 2010
Morgan Stanley November 2008 - September 2009
Skills
Financial Modeling, Financial Analysis, Financial Accounting, Wealth Management, Bloomberg, Financial Reporting, Valuation
Education
Baruch College 2008 — 2011
Bachelor
City University of New York-Baruch College - Zicklin School of Business 2008 — 2011
Bachelor
IStein School of Music July 2013 - Present
Chinese Music Ensemble of New York November 2008 - Present
SS&C Technologies October 2008 - June 2013
Ming Yuan Chinese School July 2004 - June 2013
PricewaterhouseCoopers September 2006 - October 2008
Skills
Teaching English as a..., Music Education, Mandarin, Cantonese, Partnership Taxation, Microsoft Office, Elementary Education, Mathematics Education, Tax
Education
Binghamton University - School of Management 2002 — 2006
Bachelor Science, Accounting
Xinghai Conservatory of Music (星海音乐学院) 1995 — 2000
Music Performance, General
Teachers College of Columbia University
Master of Arts (M.A.), Elementary Education and Teaching
General Re - New England Asset Management 2000 - Present
SS&C Technologies 1999 - 2000
Erie Insurance Group 1991 - 1999
State Mutual Life Insurance Company of America 1977 - 1991
Skills
Financial Accounting, Accounting, Financial Reporting, Auditing, Internal Controls, Account Reconciliation, General Ledger
Education
Clark Unviersity
MBA, Finance
Boston College 1973 — 1977
B.S.B.A., Accounting
McKesson Canada September 2014 - Present
Comwave Telecom 2008 - September 2014
SS&C Technologies June 2007 - November 2008
Skills
Microsoft SQL Server, Oracle, PL/SQL, .NET, Telecommunications, C#, SDLC, T-SQL, Databases, PowerBuilder, SQL, Software Development, XML, Web Services, WSDL, UML Tools, Version Control, SOAP, Sybase, Data Modeling, Oracle SQL Developer
Education
Hefei University of Technology 1995 — 1997
Postgraduate, Computer Science
Anhui Normal University
Bachelor of Science (BS), Physics
SS&C Technologies December 2009 - Present
Skills
Fund Accounting, Financial Reporting, Hedge Funds, Accounting, Account Reconciliation, Financial Analysis, Bloomberg, Financial Accounting, Financial Statements, Fixed Income, GAAP, Equities
Education
City University of New York-Baruch College
Bachelor of Science
IMS October 2008 - Present
Inquiry Management Systems 2008 - Present
Sun Life Financial 2002 - 2005
SS&C Technologies 1997 - 2002
Financial Model Company 1997 - 2002
Financial Model Company 1997 - 2002
Reuters Financial Software 1995 - 1997
Skills
DTS, Data Warehousing, Stored Procedures, Data Modeling, Microsoft SQL Server, Business Analysis
Education
Ryerson University 1983 — 1986
Certificate in computer programming - engeneering, Mthamatics
AGH University of Science and Technology 1972 — 1977
Master's degree, Mathematics
TimeBanksNYC 2011 - 2011
TIAA-CREF July 2007 - June 2010
SS&C Technologies February 2007 - July 2007
Hartford Steam Boiler July 2000 - February 2005
Skills
MS Office Suite, CAMRA Investment..., Crystal Reports, PAM, Bloomberg, PeopleSoft, Project Management, Management, Statutory Accounting, Business Analysis, Leadership, Process Improvement, Training, Fund Accounting, Microsoft Office, Accounting, Business Process..., Analysis, Budgets, Team Building, Access, Finance, Financial Analysis, Investments, Financial Services, Banking, Vendor Management, Software Documentation, Financial Reporting
Education
University of New Haven 2003 — 2005
MBA, Business Policy
Alcorn State University 1988 — 1992
BS, Accounting
SS&C Technologies 2015 - Present
BNY Mellon 2011 - 2015
Zimmer Lucas Partners 2004 - 2009
Skills
Finance, Accounting, Financial Analysis, Financial Reporting, Equities, Bloomberg, Hedge Funds, Fixed Income, Financial Modeling, Private Equity, Microsoft Excel, Mutual Funds
Education
Binghamton University
Bachelor’s Degree, Economics
Binghamton University
Bachelor's degree, Economics
SS&C Technologies January 2010 - Present
Columbus Avenue Consulting June 2006 - January 2010
Auda Advisor Associates February 2002 - June 2006
Morgan Stanley 1998 - 2002
Morgan Stanley 1998 - 2002
Education
Baruch College 1994 — 1998
Accountancy
SS&C Technologies July 2014 - Present
Citi Hedge Fund Services January 2011 - July 2014
Citi Hedge Fund Services July 2007 - January 2011
Citi Hedge Fund Services March 2006 - July 2007
JPMorgan Chase August 2005 - March 2006
JPMorgan Chase July 2001 - August 2005
JPMorgan Chase June 2000 - July 2001
JPMorgan Chase December 1999 - June 2000
Investors Bank & Trust January 1999 - October 1999
Skills
Accounting, Bloomberg, Financial Reporting, Fund Accounting, Hedge Funds, Mutual Funds, Vendor Management, Alternative Investments, Financial Services, Management, Strategy
Education
Boston University 1994 — 1998
Bachelor of Science (BS)
Telerik February 2013 - Present
SS&C Technologies May 2012 - November 2012
Thomson Reuters October 2011 - May 2012
DST Global Solutions, North America April 2005 - October 2011
SunGard January 1999 - June 2004
Liberty Mutual Insurance September 1990 - June 1998
Interactive Data April 1984 - September 1990
Skills
Budget Models, Financial Accounting, Monthly Closing, Strategic Planning, Salesforce.com, Pipeline Management, Analysis Reports, Financial Audits, Financial Statement..., Software Revenue..., Software Industry, PeopleSoft Financial, Great Plains Software, Budget Monitoring, Budget Forecasts, Analytic Reporting, Acquisition Integration, Carve-out Financial..., Profit Analysis, Customer Profitability, Business Profitability, Deferred Revenue, Professional Services, Legal Contract Review, Sarbanes-Oxley Act, Business Analysis, Risk Management, Management
Education
Bentley College 1984 — 1987
MBA, Finance
Providence College 1977 — 1981
BS, Accounting
SS&C Technologies April 2007 - Present
Northport, LLC August 2005 - March 2007
Northport Partnership Management, LLC May 2002 - July 2005
Arthur Andersen 2000 - 2001
Skills
Tax, Accounting, Hedge Funds, Financial Reporting, CPA, Private Equity, Corporate Tax, US GAAP, Tax Accounting, GAAP, Fund Accounting, Financial Analysis, Alternative Investments, Auditing, Income Tax, Financial Modeling, Due Diligence, Tax Research, Financial Accounting, IFRS, Asset Management
Education
Florida State University - College of Business 1997 — 2000
Accounting and Finance
Bryant College 1996 — 1997
Accounting
Parsippany High School
The Hartford July 2007 - Present
SS&C Technologies April 2014 - June 2014
Mintz, Levin, Cohn, Ferris, Glovsky, and Popeo, P.C. September 2006 - May 2007
Sullivan & Worcester LLP September 2003 - September 2006
Skills
Intellectual Property, Legal Writing, Licensing, Private Equity, Real Estate, Finance, Corporate Finance, Contract Negotiation, Commercial Real Estate
Education
University of Connecticut School of Law
JD
Bates College
BA, History
SS&C Technologies 2009 - Present
Thomson Reuters 2006 - 2009
Thomson Financial 2004 - 2006
Thomson Financial 2000 - 2004
Thomson Financial 1999 - 2000
Thomson Financial 1998 - 1999
Thomson Financial 1997 - 1998
State Street Bank 1995 - 1997
State Street Bank 1993 - 1995
State Street Bank 1992 - 1993
Skills
Consulting Services, Investment Management..., Investment Accounting, Project Management, Business Development, Workflow Analysis, Performance Measurement, Data Management, Integration Solutions, Client Reporting, Consulting, Financial Services, Portfolio Management, Market Data, Investment Management
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Business Administration (MBA)
Providence College
Bachelor of Arts (BA)
Boston Latin School
Cigna October 2011 - Present
Wicked Twisted Tech. and Consulting, LLC. January 2012 - Present
SS&C Technologies January 2008 - October 2011
SS&C Technologies January 2005 - January 2008
Education
Vermont Technical College 1998 — 2003
Bachelor of Applied Science (B.A.Sc.)
Vermont Technical College 1998 — 2003
Associates of Engineering
Asnuntuck Community College 2009 — 2011
Certificate of Study
SS&C Technologies January 2007 - Present
Education
Babson College 1994 — 1998
B.S. Business Management, Finance & Investments
Prudential Financial 2014 - Present
Prudential Financial February 2009 - August 2015
Pratt & Whitney August 2004 - December 2007
International Aero Engine November 2003 - August 2004
Weathervane Retail Corp March 2001 - June 2003
SS&C Technologies November 1999 - March 2001
United States NAVY April 1981 - November 1999
Skills
Certified Process..., Microsoft Certified..., APICS Supply Chain..., MS Access, MS Office Suite
Education
Albertus Magnus College 2004 — 2006
Bachelor of Science in Business Management, Cum Laude