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
Raymond James Financial, Inc. April 2015 - Present
SS&C Technologies February 2014 - April 2015
Deaconess Health System October 2013 - February 2014
Deaconess Health System October 2011 - October 2013
Time Warner Cable December 2008 - October 2011
Skills
Help Desk Support, Telecommunications, Professional Audio, Structured Cabling, Copper Cabling, Desktop Support, Microsoft Office, Active Directory, Remote Desktop, networking, Router Configuration, Software Installation, Technical Support, Printers, Cabling, Java, Desktop Deployment
Education
Ivy Tech Community College 2009 — 2012
Associate of Applied Science, Computer Information Technology
Lake Michigan College
SS&C Technologies June 2015 - Present
Center For Undergraduate Business Advising August 2013 - May 2015
Midwest Cash Incorporated May 2008 - June 2014
Tanner CPA Inc May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Microsoft Word, Public Speaking, Research, Management, Teamwork, Social Media, Sales, Facebook
Education
Murray State University 2011 — 2015
Bachelor of Science, Finance, CFP Option
Carterville High School
Carterville High School
SS&C Technologies May 2015 - Present
Murray State University August 2014 - May 2015
C-Plant Federal Credit Union February 2012 - August 2014
Bank of Charles Town 2009 - December 2010
Susquehanna Bank March 2008 - December 2008
Walt Disney World August 2007 - January 2008
Skills
Customer Service, Retail Banking, Microsoft Excel, Budgets, Microsoft Word, PowerPoint, Sales, Outlook, Banking, Financial Analysis, Time Management, Finance
Education
Murray State University 2013 — 2015
Bachelor’s Degree, Finance / Finacial Planning, 3.82 overall / 4.0 in Major
Shepherd University 2010 — 2010
Accounting
Minot State University 2006 — 2007
Accounting
West Kentucky Community and Technical College 2002 — 2004
Associate of Arts (A.A.), General Studies
SS&C Technologies July 2013 - Present
WENS-World Education Network & Services June 2012 - August 2014
Huizhou Futton Metal Co., Ltd. October 2004 - December 2007
Skills
Trilingual in English,..., Proficient in Microsoft..., Fast typing: average 60..., Excellent Written,..., Tax Preparation, Payroll, Financial Statements, Financial Reporting, Tax, QuickBooks, Auditing, Income Tax, Internal Controls, GAAP, Small Business, Tax Advisory, Human Resources, Fixed Assets, Accounts Receivable, Forecasting
Education
Morehead State University 2010 — 2013
Bachelor of Business Administration (BBA), Accounting, 3.76
Madisonville Community College 2008 — 2010
Associate of Arts and Sciences (AAS), Accounting
SS&C Technologies November 2011 - May 2012
Bridgewater Associates December 2009 - September 2011
AllianceBernstein 2005 - 2008
Education
Manhattan College 1999 — 2003
Economics, Economics
SS&C Technologies May 2011 - Present
Infinite Paintball Inc. December 2008 - July 2013
LaserNetworks July 2010 - May 2011
Hatch March 2007 - April 2009
Skills
Microsoft SQL Server, .NET, C#, SQL, Microsoft Office, HTML, Crystal Reports, Microsoft Word, JavaScript, ASP.NET, Team Building, Troubleshooting, Software Development, SDLC, Project Management, MS Project, IIS, Customer Satisfaction, Business Analysis
Education
Humber College 1994 — 1999
Diploma, Business Administration
SS&C Technologies June 2013 - Present
Truax and Company January 2012 - Present
Goldman Sachs Asset Management October 2005 - September 2011
Goldman Sachs Asset Management January 2000 - October 2005
Goldman Sachs Japan Limited May 1999 - November 1999
Goldman Sachs Asset Management August 1996 - May 1999
Goldman Sachs Asset Management June 1995 - September 1996
Skills
Sybase SQL, Linux, Ksh, Autosys, Perl, Software Project..., SDLC, People Management, Sybase, Business Analysis, Process Improvement, SQL, Derivatives, Databases, Change Management, Software Development, Basecamp, IT Management, Sourceforge, Github, Visio, Python, Aptana, SharePoint, Management, MySQL, Pivotal Tracker, Product Management, Product Life Cycle, Waterfall, Agile Project Management, OmniGraffle, Production Support, Product Launch, Agile Methodologies, Start-ups, Fixed Income, Trading Systems, Equities
Education
General Assembly 2012 — 2012
Certificate, Product Management
Pace University 1992 — 1995
B.S., magna cum laude, Computer Science
Moscow Institute of Electronic Technology (Technical University) (MIET) 1988 — 1991
B.S./M.S.(incomplete), Electical Engineering
Fyber August 2014 - July 2015
SS&C Technologies October 2011 - September 2014
SS&C Technologies December 2010 - October 2011
SS&C Technologies September 2007 - December 2010
Ontario Place 2003 - 2007
Skills
Microsoft SQL Server, Data Analysis, Financial Analysis, Spring Batch, MySQL, Microsoft Visual Basic, Java, Business Process, Equities, DCL, Microsoft Office, Talend Open Studio, Business Process..., Fixed Income, Process Modeling, Bloomberg, OpenVMS, Liquibase
Education
York University 2007 — 2012
BA, Economics
Humber College 2012 — 2012
Microsoft SQL Server Certificate, Microsoft SQL Server
Symetra October 2014 - Present
SS&C Technologies October 2003 - September 2014
State Street Bank August 2001 - August 2003
Skills
Asset Management, Derivatives, Portfolio Management, Asset Managment, Accounting, Investments, Process Improvement, Hedge Funds, Financial Services, Middle Office
Education
The University of Connecticut 2007 — 2012
Master of Business Administration (M.B.A.), Finance, 3.9
Northeastern University 1994 — 1999
Bachelor of Business Administration, Finance
SS&C GlobeOp May 2013 - December 2013
SS&C Technologies May 2012 - August 2012
Koch Family Children's Museum June 2011 - August 2011
Henderson Player's Club Golf Course May 2010 - August 2010
Pizza Depot August 2008 - August 2009
Fazoli's May 2008 - August 2008
Education
Indiana University - Kelley School of Business 2009 — 2013
Indiana University - Kelley School of Business
2013 Bachelor of Science, Business; Accounting and Finance
Mar Vista High School July 2013 - Present
Mar Vista High School April 2013 - Present
San Ysidro High School October 2011 - June 2013
San Ysidro High School April 2011 - April 2013
SS&C Technologies October 2007 - June 2011
Skills
Data Analysis, Microsoft Office, PowerPoint, Public Speaking, Financial Modeling, Crystal Reports, Analysis, Team Building, Financial Analysis, Microsoft SQL Server, Microsoft Excel, Teaching, Business Analysis, Customer Service, Higher Education, Coaching, Curriculum Design, Event Planning, Research, Marketing Strategy, Access
Education
National University 2010 — 2012
Teaching Credential, Math, Economics, PE, and Business
Sacred Heart University 2005 — 2006
MBA, Finance
UNLV 2001 — 2004
BS, Management
Better Homes and Gardens Real Estate Metro Brokers October 2014 - Present
Fiserv February 2001 - Present
Checkfree/Fiserv Corporation 2001 - Present
CheckFree now part of FiServ 2001 - Present
CheckFree Corp 2000 - Present
Fiserv January 2011 - June 2014
Hennessey Lexus 2012 - 2012
iFleet 2000 - 2001
SS&C Technologies 1993 - 1999
Dun & Bradstreet Software June 1988 - June 1993
Skills
PMP, Portfolio Management, Management, SDLC, Process Improvement, Requirements Analysis, Software Project..., PMO, Vendor Management, Agile Methodologies, Business Analysis, Business Relationship..., SaaS, Project Portfolio..., Requirements Gathering, Business Process, IT Strategy, Program Management, Resource Management, Integration, Leadership
Education
Georgia State University 1990 — 1993
Bachelor of Business Administration (BBA)
Gordon High School 1969 — 1974
SnapApp October 2015 - Present
SS&C Technologies May 2012 - October 2015
Thomson Reuters July 2011 - May 2012
Skills
Portia, Microsoft SQL Server, Customer Service, WebEx, Microsoft Suites, Customer Satisfaction, Troubleshooting, Databases, Salesforce.com, Client Relations, Microsoft Office
Education
Wheaton College (MA) 2006 — 2010
BS, English Language and Literature, General
New York University
Freshman Study Abroad Program, Fall Term 2006, University of London, England
SS&C Technologies April 2015 - Present
Skills
Leadership, Teamwork, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Social Media, HTML, English, Windows, Time Management, Access
Education
The University of Connecticut School of Business Storrs 2013 — 2014
Bachelor's degree, Finance, General, 3.4
Johnson County Community College 2006 — 2010
Associate of Arts (A.A.), Business Administration, 3.82
Newfleet Asset Management June 2011 - Present
Goodwin Capital Advisers February 2000 - June 2011
SS&C Technologies January 1998 - 2000
Skills
Bonds, Loans, Fixed Income, Mutual Funds, Equities, Bloomberg, Asset Management, Derivatives, Securities, Trading, Investment Banking
Education
Nichols College 1989 — 1993
Marketing
SS&C Technologies July 2005 - Present
Financial Models Company January 1998 - May 2005
Transport Canada April 1996 - August 1997
Skills
Enterprise Network..., Enterprise Network..., Programming, SharePoint, Visio, Linux Kernel, Gentoo Linux, Cisco Technologies, Juniper, Nortel, Avaya, Project Management, Network Administration
Education
McMaster University 2009 — 2012
B.Tech, Information Technology
Mohawk College 1994 — 1997
Computer Electronic Technologist, Computer Electronics
SS&C Technologies April 2011 - Present
Citco Fund Services May 2010 - May 2011
OpHedge Investment Services, LLC September 2004 - May 2010
Pitney Bowes March 2000 - August 2004
Skills
Fixed Income, Derivatives, Asset Managment, Equities, Hedge Funds
Education
New Jersey Institute of Technology 1999 — 2000
Master of Science, Computer Science
New Jersey Institute of Technology 1996 — 2000
Ph.D., Mechanical Engineering
Huazhong University of Science and Technology 1994 — 1996
Ph.D. Candidate, Computer Aided Design/Manufacturing
Harbin Institute of Technology 1991 — 1994
Master of Science, Computer Aided Design
Bane Marketing & Communications January 2005 - Present
The Structure Group June 2005 - October 2009
GreenFuel Technologies Corporation November 2005 - July 2007
Excelergy Corporation March 2002 - November 2004
Caminus Corporation May 2000 - February 2002
SS&C Corporation April 1998 - April 2000
SS&C Technologies 1998 - 2000
Information Builders April 1991 - April 1998
Skills
Direct Marketing, Marketing Management, Advertising, Media Relations, Web Content, Journalism, Lead Generation, Energy, Renewable Energy, Business Strategy, Marketing Strategy, Energy Industry, Utility Industry, Product Marketing, Email Marketing, Corporate Branding, Product Development, Marketing Communications, Business Development, Integrated Marketing, Cleantech, Management, Strategic Partnerships, B2B Marketing, Marketing, Copywriting, Strategy, Corporate Communications, Newsletters, Brand Management, Program Management, Enterprise Software, Public Relations, Product Launch
Education
New York University 1991 — 1993
Professional Diploma
Unity College
BA
SS&C Technologies November 2013 - Present
SS&C Technologies May 2012 - Present
Nordstrom January 2009 - May 2013
Thomson Reuters August 2011 - May 2012
Skills
Training & Development, Business Efficiency, Common Sense, Leadership Development, Efficiency Improvement, Team Building, Client Engagement, Customer Relations, Project Management
Education
UMass Lowell 2010 — 2012
Bachelor of Business Administration (BBA), Accounting and Finance
Middlesex Community College 2008 — 2010
Associate's degree, Accounting and Business/Management
HOOPP (Healthcare of Ontario Pension Plan) September 2012 - Present
CPP Investment Board October 2011 - August 2012
Manulife Financial February 2007 - October 2011
SS&C Technologies October 2005 - February 2007
State Street Corporation April 2004 - October 2005
Swift Trade Securities / Independent May 2002 - December 2003
Skills
Project Management, Change Management, Technical Analysis, Test Management, People Development, Technical Requirements, Investments, Business Intelligence, Analysis, Software Documentation, Requirements Gathering, Financial Analysis, Project Planning, Visio, Business Analysis, PMP
Education
Wilfrid Laurier University 1998 — 2002
Honours Bachelor, Business Administration/Finance
McMaster University
Managing IT Projects
York University - Schulich School of Business
The Business Analyst’s Course
SS&C Technologies February 2013 - Present
Newtown United Methodist Church November 2012 - December 2012
Trudy & Sage Goat Milk Soaps 2007 - 2011
Skills
jQuery, Bootstrap, Microsoft SQL Server, C#, ASP.NET, Website Development, .NET, KnockoutJS, JavaScript, MySQL, CSS, Graphic Design Software, Visual Studio, Windows 7, Visual Basic, Linux System..., Photoshop, Microsoft Office, PowerFlex, WCF Services, HTML5, Team Foundation Server
Education
Housatonic Community College 2009 — 2013
Associate of Science (A.S.), Computer Information Systems
SS&C Technologies 2006 - Present
Hudak Law 2004 - 2005
Day, Berry & Howard LLP 2003 - 2004
Hale and Dorr LLP 2000 - 2003
Supreme Court of Connecticut 1999 - 2000
Education
Hamilton College
Bachelor of Arts (BA)
University of Pennsylvania Law School
Doctor of Law (JD)
Voya Investment Management March 2014 - Present
Voya Investment Management September 2011 - March 2014
Hartford Investment Management January 2011 - August 2011
Hartford Investment Management 2004 - December 2010
Hartford Investment Management 2000 - 2004
SS&C Technologies 1997 - 2000
Hartford Investment Management 1994 - 1997
Education
Rensselaer Polytechnic Institute at Hartford 1995 — 1998
M.S., Finance
Isenberg School of Management, UMass Amherst 1990 — 1994
B.B.A., Accounting
SS&C Technologies October 2014 - Present
SS&C Technologies October 2012 - October 2014
SS&C Technologies May 2011 - October 2012
Indiana University November 2010 - May 2011
Holiday Retirement Village August 2004 - May 2010
Skills
Budgets, Accounting, Financial Analysis, Microsoft Excel, Microsoft Word, Microsoft Office
Education
Indiana University - Kelley School of Business 2007 — 2011
B.S., Finance and Economics
F.J. Reitz High School 2003 — 2007
Academic Honors
SS&C Technologies September 2014 - Present
University of Southern Indiana May 2012 - September 2014
Vectren September 2010 - December 2010
Federal Savings Bank August 1998 - January 2000
Patrick Motoplex April 1998 - August 1998
Education
University of Southern Indiana 2009 — 2012
Bachelor of Science Degree, Accounting and Professional Services
Ivy Tech Community College 2006 — 2009
Associate of Science, Business Administration
Kaxbrel Consulting and Services, LLC August 2007 - Present
InSource LLC November 2005 - Present
Sun Life Financial January 2008 - March 2008
Washington Mutual 2006 - 2008
Genworth Financial May 2006 - November 2006
ING December 2005 - May 2006
AllianceBernstein June 2004 - November 2005
Eagle Investment Systems January 2000 - May 2001
SS&C Technologies 1996 - January 2000
Metropolitan Life Insurance Company October 1990 - March 1997
Skills
SDLC, Program Management, Business Analysis, Requirements Analysis, Business Intelligence, Business Process, Project Management, Integration, IT Strategy, Strategy, Project Planning, Investments, Portfolio Management, Agile Methodologies, Requirements Gathering, Banking, PMO, CRM, Analysis, Derivatives, Business Requirements, Visio, Leadership, Management, Financial Services, Project Portfolio..., Testing, Data Warehousing, Six Sigma, Software Project..., Vendor Management, Risk Management, IT Management, Business Process..., Security, PMP, Business Process..., Financial Risk, Outsourcing, Process Improvement, Operations Management, Team Building, Training, Information Technology, Agile Project Management, Governance, Change Management, Management Consulting, SharePoint, ITIL
Education
Le Moyne College 1979 — 1983
BS, Accounting, minor in Computer Science
Shumrak & Company July 2009 - Present
SCOR Global Life Re US May 2007 - July 2009
SCOR Global Life US July 2006 - May 2007
Revios Reinsurance December 2005 - April 2007
Shumrak & Company 2001 - 2005
Classic Solutions/MoSes (now part of Towers Perrin) January 2000 - January 2001
ERNST & YOUNG, LLP January 1999 - January 2000
SS&C Technologies January 1996 - January 1998
Skills
Risk Management, Solvency II, IFRS, Strategy Development, Annuity, Life Settlement Asset..., Longevity Risk..., Life reinsurance, Variable annuity..., Life insurance..., Structured Finance, Due Diligence, US GAAP, Leadership, Strategic Alliances, MCEV, Insurance, Actuarial Science, Pricing, Equities, Enterprise Risk..., ALM, Financial Risk, Life Insurance, Valuation, Underwriting, Mergers, Financial Modeling, Portfolio Management, Corporate Finance, Investments, Financial Analysis, Strategic Financial..., Life Settlements, middle market..., Reinsurance, Longevity, Mortality, complex adaptive systems, lifetime customer value, customer behavior, Customer Value Creation, Mergers & Acquisitions, Strategy, Banking, Distribution channel..., Capital Management, Insurance-Linked..., Financial Performance..., Cross-functional Team...
Education
Northeastern University
BA, Mathematics
Swampscott High School
High School Diploma, College Prep
Cogency Software November 2014 - Present
Burgiss September 2014 - November 2014
SS&C Technologies December 2011 - May 2014
Hamilton Lane December 2007 - June 2011
The Episcopal Academy February 2007 - July 2007
SEI Investments March 2006 - February 2007
Education
Mount St. Mary's University 2001 — 2005
MITRE November 2014 - Present
Monmouth University August 2013 - Present
Agile Communications January 2009 - November 2014
SS&C Technologies December 1998 - November 2008
MITRE January 1997 - December 1998
AT&T May 1990 - January 1997
Skills
XML, Software Development, Java, Unix, MySQL, Databases, Linux, JavaScript, Integration, SQL, System Architecture, Web Applications, SOA, Object Oriented Design, Software Documentation, C++, Shell Scripting, Oracle, Microsoft SQL Server, Solaris, Distributed Systems, JSP, Perl, Testing, C, Visual Basic, Motif, Software Engineering, HTML, Windows, Web Services, TCP/IP, Eclipse, Software Design, J2EE, JDBC, Servlets, PostgreSQL, Apache, Visual Studio, Visual C++, Tomcat, Subversion, AJAX, Tortoise SVN, CVS, NetBeans, CompTIA Security+
Education
The George Washington University 2015 — 2017
Doctor of Philosophy (PhD), Systems Engineering
New Jersey Institute of Technology 1992 — 1995
Master of Science, Computer Science
Rutgers University-New Brunswick 1987 — 1991
Bachelor of Arts, Computer Science
Voya Investment Management December 2013 - Present
SS&C Technologies May 2011 - December 2013
Virtus Investment Partners January 2008 - May 2011
Merrill Lynch January 2006 - June 2006
John Hancock Life Insurance Company (U.S.A.) June 2004 - December 2004
Skills
Mutual Funds, Securities, Trading
Education
Northeastern University 2002 — 2007
BS, Marketing
SS&C Technologies 2012 - Present
Bloomberg LP August 1999 - July 2012
Bloomberg L.P. September 2006 - February 2009
Bloomberg December 2004 - February 2006
Bloomberg February 2002 - April 2004
Skills
Front end software, data feed solutions, 20 years sales/marketing, Fixed Income, Sales Management, Financial Markets, Bloomberg, Hedge Funds, Asset Managment, Capital Markets, Derivatives, Market Data, Asset Management, Relationship Management, Alternative Investments, Equities, Options, Trading, Electronic Trading, Trading Systems, Bloomberg Terminal, Finance, Back Office, Investment Management, FX Options, Equity Trading, Strategy, Banking
Education
University of South Florida 1988 — 1990
B.A., Political Science
Kean University 1992 — 1995
B.A -, History
Lenoir-Rhyne College 1986 — 1988
political science/economics
Seton Hall Prep 1982 — 1986
HS
SS&C Technologies August 2013 - Present
Private Consulting January 2011 - Present
Liberty Tax Services Inc August 2012 - August 2013
Howell Booster Club January 2010 - January 2013
University of Evansville August 2008 - May 2010
TOYOTA MOTOR MANUFACTURES OF INDIANA April 2003 - August 2007
Skills
Accounting, Bank Reconciliation, Time Management, Payroll, Public Speaking, Auditing, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Access, Teamwork, Hedge Fund Accounting, Trade Processing, Management Skills, Organization &..., Multi Tasking, Communication Skills, Scheduling, Customer Service, Customer Conflict..., Event Planning, Self Sufficient, Taxes, Quick Books, Asset Management, Creative Problem Solving
Education
University of Southern Indiana 2010 — 2013
Master, Business Administration
University of Evansville 2008 — 2010
Bachelor of Science, Accounting
Ivy Tech Community College 2006 — 2008
Associate of Science, Business Administration
Central High School
Academic Honors Diploma, General Education
SS&C Technologies December 2014 - Present
MJ Datacorp June 2014 - October 2014
United Natural Foods August 2007 - June 2014
United Natural Foods Inc August 2007 - June 2014
CAI Networks September 2006 - August 2007
Mitchell College January 2006 - January 2007
Daticon, Inc. February 2004 - September 2006
Daticon January 2004 - January 2006
Skills
ASP, ASP.NET, VB.NET, JavaScript, HTML, C#, CSS, SQL Server, XML, Visual Basic, Visual Studio, Application Development, .NET, jQuery, Web Services, AJAX, SharePoint, SQL, IIS, Web Applications, Windows, Access, Visio, Web Development, Dreamweaver, XHTML, DHTML, Databases, HTML5, Microsoft Office, XSLT, C++, Programming, Photoshop, Web Design, CMS, Microsoft SQL Server, Software Development, SDLC, Testing, SharePoint Designer, VMware, Software Documentation, Microsoft Office..., Active Directory, Database Design, Crystal Reports, Software Engineering, T-SQL, WCF
Education
NEIT 2001 — 2003
Bachelor of Applied Science (BASc), Computer and Information Sciences and Support Services
New England Institute of Technology 2001 — 2003
B.S, Computer Information Systems
EY July 2014 - Present
SS&C Technologies January 2012 - July 2014
Thrivent Financial for Lutherans October 2010 - January 2012
BNY Mellon - Dreyfus Investments Division February 2009 - August 2010
BNY Mellon - Dreyfus Investments Division October 2007 - February 2009
Skills
Equity Research, Customer Service, Bonds, Stocks, Financial Accounting, Fixed Income, Brokerage, Money Market, IRA's, Roth IRA, IRA Rollovers, Tax, Client Services, Client Relationship..., Mutual Funds, Financial Services, Software Quality..., Software Documentation, Software Installation, Credit Reports, Accounting, Financial Reporting, Series 63, Management
Education
Gustavus Adolphus College 2003 — 2007
Bachelor of Arts, Financial Economics
Connecticut Interactive June 2015 - Present
Eppendorf July 2014 - May 2015
incapsulate January 2014 - June 2014
The Hartford August 2013 - January 2014
Waste Management December 2012 - July 2013
SS&C Technologies June 2012 - November 2012
TyMetrix December 2011 - May 2012
Temple Beth Hillel 2010 - 2012
Post-n-Track Corp September 2011 - November 2011
East Point Systems, Inc. January 2011 - July 2011
Skills
Software Development, OOP, Application Development, Web Development, SDLC, Unit Testing, NUnit, xUnit, Agile Methodologies, Kanban, Scrum, .NET, C#, VB.NET, ASP.NET MVC, ASP.NET, Silverlight, WPF, JavaScript, HTML, Entity Framework, Visual Studio, Windows, SQL Server, IIS, Mercurial, Subversion, TFS, MVC 3, MVC 4, Microsoft SQL Server, NoSQL, jQuery, Web Applications, WinForms, Databases, Data Warehousing, Testing, Design Patterns, T-SQL, Software Documentation, WCF, SSRS
Education
Manchester Community College 2004 — 2009
Certificate, Computer Programming Technologies
W.F. Kaynor RVTS 1984 — 1998
HS Diploma, Electronics
Toyota Motor Manufacturing Indiana February 2015 - Present
SS&C Technologies September 2014 - February 2015
Warrick County Government / Auditors Office May 2012 - September 2014
Warrick County School Corporation August 2010 - August 2012
Laborers Local 561 November 2006 - 2012
Skills
Teaching, Microsoft Office, Creative Writing, Photoshop, Personnel Management, People Skills, Photography, Collective Bargaining, Supervising, New Hire Orientations, Blueprint Reading, Professional..., Training, Human Resources, Employee Relations, Union, Conflict Resolution, Leadership Development, Event Planning, Public Speaking, Career Counseling, Adult Education, Resume Writing, Research, Teamwork, Higher Education, Staff Development, Fundraising, Leadership, Microsoft Word, Social Media, Outlook, Editing, Community Outreach, PowerPoint, Volunteer Management, Microsoft Excel, Classroom, Time Management, Organizational..., Nonprofits, Coaching, Recruiting, Team Building, Policy, Public Relations, Instructional Design, Student Affairs, Event Management, Customer Service
Education
Oakland City University 2010 — 2012
Bachelor of Business Administration (B.B.A.), Human Resource Management
Robert Morris College 1998 — 1999
Associate of Arts (AA), Graphic Design
SS&C Technologies June 2010 - Present
SS&C Technologies February 2007 - June 2010
Evare April 2005 - February 2007
Evare June 1997 - April 2005
US Army October 1993 - March 1996
Skills
SDLC, Software Development, TCP/IP, SQL, .NET, Microsoft SQL Server, XML, Visual Studio, Databases, Testing, SharePoint, Software Engineering, Regression Testing, Quality Assurance, TFS, Visual Basic, Management, Integration, Agile Methodologies, C#, Requirements Analysis, Defect Tracking, Scripting, Virtualization, Software Documentation, Manual Testing, Software Quality..., VSS, Windows, SaaS
Education
University of Massachusetts at Lowell 1999 — 2002
BS, Computer Science
Northeastern University 1992 — 1993
Mechanical Engineering
SageView Wealth Management March 2010 - Present
Coulter & Justus Financial Services LLC. February 2005 - March 2010
Coulter & Justus, P. C. August 1998 - February 2005
Unum September 1994 - August 1998
SS&C Technologies December 1992 - September 1994
Hartford Life January 1992 - December 1992
Skills
Financial Planning, Pensions, Risk Management, Succession Planning, Asset Allocation, Asset Management, Investment Advisory, Portfolio Management, Mutual Funds, Annuities, Financial Analysis, Long Term Care, Insurance Planning, Series 7, Business Planning, Equities, Disability Insurance, Investment Strategies
Education
The American College 2006 — 2008
Master of Science, Financial Services
Haslam College of Business at the University of Tennessee 1987 — 1991
Bachelor of Science, Statistics
SS&C Technologies December 1997 - Present
Quantra Corporation 1994 - 1997
Financial Automation Ltd 1991 - 1994
Skills
Writing, Documentation, Manuals, Editing, Guides, Technical Writing, Technical Documentation, HTML, Word, Testing, RoboHelp, Software Documentation, Training, Visio, Marketing, Adobe Acrobat
Education
Northern Illinois University 1982 — 1986
BS, CPA, Accounting
SS&C Technologies August 2005 - Present
Hartford's Camp Courant September 2002 - August 2005
Skills
Application Lifecycle..., Microsoft Team..., Visual Studio, CA Harvest, PVCS, VSS, Troubleshooting, Database Queries, Source Control Systems, Microsoft Office, Research, Event Planning, Editing, Photoshop, Social Networking
Education
Manchester Community College 1998 — 2010
Associate’s Degree, Accounting, 3.5 GPA
SS&C Technologies October 2012 - Present
Sumitomo Mitsui Banking Corporation February 2011 - October 2012
SS&C Technologies July 2008 - February 2011
Curtis, Mallet-Prevost, Colt & Mosle LLP May 2006 - June 2008
Loeb & Loeb LLP February 2005 - May 2006
SIAC May 2004 - November 2004
Skills
CCNP, CCNA, Project Management, Networking, Data Center, Network Administration, Cisco Technologies, Active Directory, Citrix, Disaster Recovery, VMware, Virtualization, Windows Server, Network Security
Education
New York University 2009 — 2010
M.S, Management of Technology
New York University - Polytechnic School of Engineering 2000 — 2004
B.S., Technology, Management, Finance
SS&C Technologies May 2015 - Present
Kari Elise Design, LLC October 2013 - Present
COCC November 2011 - May 2015
Alstom Power September 2010 - October 2011
Market Mentors, LLC October 2008 - August 2010
Marist College September 2006 - May 2008
Barrett Art Center January 2007 - May 2007
Skills
Graphic Design, Typography, Custom Invitations, Weddings, Events, Advertising, Layout, Photography, Graphics, Customer Satisfaction, Online Advertising, Brochures, Logo Design, Social Media, Newsletters
Education
Marist College 2004 — 2008
BA, Fine Art
SS&C Technologies June 2015 - Present
Kamson Corporation December 2014 - January 2015
Weinstein & Weinstein P.C. June 2014 - August 2014
WeMac Ventures June 2013 - August 2013
Riley Electric August 2011 - August 2012
Skills
Creative Problem Solving, Analytic Thinking, Mathematics, People Skills, Technology, Microsoft Office, Motivation, Debate, Finance, Microsoft Word, Microsoft Excel
Education
Isenberg School of Management, UMass Amherst 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
The Strategic Empowerment Consultants LLC 2015 - Present
SS&C Technologies 2015 - Present
PineBridge Investments LLC 2005 - 2015
PineBridge Investments LLC 1996 - 2005
Skills
CLO, Cash Flow Reporting, Management, Microsoft Office, Asset Management, Cash Management, Leadership, Fixed Income Analysis, Financial Analysis, Accounting, Reporting, Leveraged Finance, Bilingual Communications, Research, Trade Compliance, Corporate Actions, Bloomberg, Data Analysis, High Yield Bonds, Middle Office, Job Coaching, Analytic Problem Solving, Trading, Loans, Banking, Finance, Equities, Investments, Capital Markets
Education
Los Angeles Mission College
Associate's Degree, Business Computer Science
The Empowermnet Partnership
NLP Practitioner Certification, Neuro Lenguistic Programing
The Illinois Institute of Commerce
Certificate, Administrative Assistant and Secretarial Science, General
SS&C Technologies May 2014 - Present
Medical Staffing Solutions, LLC August 2008 - May 2014
Medical Staffing Solutions, LLC September 2004 - July 2008
Skills
Accounting, Accruals, Management Accounting, Account Reconciliation, Financial Statements, QuickBooks, Journal Entries, Bank Reconciliation, Accounts Payable, Microsoft Excel, Accounts Receivable, General Ledger, Payroll, GAAP, Budgets, Revenue Recognition, Cash Flow, Finance, Bookkeeping, Financial Statement..., Financial Accounting, Return on Investment, Pricing, Microsoft Office, Financial Reporting, Financial Analysis, Cash Management, Variance Analysis, Analysis, Invoicing, Time Management, US GAAP, Teamwork, Fixed Assets, Cost Accounting, Outlook, Spreadsheets, Forecasting, Investments, Employee Benefits, Research, Balance Sheet, P&L, Cash Flow Forecasting, Internal Controls, Management, Employee Training, Hedge Funds
Education
University of Southern Indiana 2012 — 2014
Post Baccalaureate Certificate in Professional Accountancy, Accounting, 4.0
Indiana University-Southeast 2000 — 2004
Bachelor of Arts (B.A.), Psychology, 3.88
QuinStreet January 2015 - Present
Arcadia Publishing May 2014 - January 2015
Charleston Digital Corridor May 2013 - December 2013
Genuity Concepts January 2013 - May 2013
High Point University August 2012 - May 2013
March of Dimes August 2012 - December 2012
SS&C Technologies May 2011 - August 2012
SS&C Technologies May 2010 - July 2010
Skills
Social Media Marketing, Social Media, Press Releases, PowerPoint, InDesign, Digital Photography, Time Management, Marketing, Self Management, Leadership Development, Microsoft Excel, Microsoft Word, Photoshop, Group Dynamics, Social Networking, Fundraising, Public Speaking, Illustrator, Editing, Relationship Marketing, Outstanding..., Collaborative Problem..., Organizational..., Stress Management, Conflict Resolution, Digital Marketing, Program Development, Customer Experience, Google Adwords, SEO, Online Marketing, Email Marketing, Integrated Marketing
Education
High Point University 2009 — 2013
Bachelor of Arts (B.A.), Human Relations, Graduated Summa Cum Laude
Lorenzo di Medici 2012 — 2012
Italian Language and Literature
The Ethel Walker School 2003 — 2009
SS&C Technologies December 2013 - Present
Namco, LLC January 2013 - November 2013
Skills
Business Analysis, Customer Service, Databases, Leadership, Marketing, Microsoft SQL Server, Requirements Analysis, SQL, Sales Management, Software Development, Team Building, Project Management, Product Management, Vendor Management, JavaScript, Finance, Integration
Education
Manchester Community College
Computer Science
NCAA April 2011 - Present
SS&C Technologies June 2010 - Present
Apple Retail July 2009 - July 2010
University of Connecticut August 2006 - May 2010
Mangano Construction Co May 2008 - August 2008
Pratt & Whitney May 2007 - August 2007
Collegiate Entrepreneur May 2006 - August 2006
Education
University of Connecticut 2006 — 2010
Bachelor of Arts, Economics
Marist College 2005 — 2006
Business Administration
Central Washington University September 2014 - December 2014
King Saud University September 2011 - January 2012
Ryerson University February 2010 - July 2010
SS&C Technologies March 2008 - January 2009
Skills
Investments, Analysis, Research, Economics, Microsoft Excel, Financial Modeling, Investment Management, Data Analysis, Corporate Finance, Risk Management, Accounting
Education
Ryerson University 2008 — 2010
MBA, Finance & International Business
McMaster University 2002 — 2006
B.Com Honours, Finance & Economics
American International School Riyadh 1988 — 2002
Capgemini May 2014 - Present
Linedata January 2014 - May 2014
SS&C Technologies September 2011 - December 2013
Linedata December 2010 - September 2011
Fidelity Investments June 2010 - December 2010
Fidelity Investments October 2005 - April 2010
Fidelity Investments October 2003 - October 2005
Fidelity Investments March 2000 - October 2003
BEAR STEARNS & CO. INC April 1999 - March 2000
Fidelity Investments January 1998 - April 1999
Skills
Financial Services, Portfolio Management, Strategy, Securities, Equities, Business Analysis, Relationship Management, Mutual Funds, Management, Product Management, Investments, Brokerage, Strategic Planning, Business Strategy, Trading, Negotiation, Risk Management, Fixed Income, Sales Process, Series 7, Sales Management, Customer Service, Finance, Business Planning, Leadership, Asset Management, Compliance, Hedge Funds, Analysis, Competitive Analysis, Series 63, Prime Brokerage, Consultative Selling, Financial Analysis, Process Improvement, Account Management, Funding, Product Development, P&L Management, Options, Contract Negotiation, Client Service, Customer Relations, Requirements Analysis, Financial Markets, Capital Markets, Market Data, Pricing, Contract Negotiations, Outsourcing
Education
Montclair State University 1993 — 1997
Bachelor of Arts, Psychology
Hanover Park High School 1989 — 1993
East Hanover Schools
Mizuho Trust & Banking Co. (USA) February 2014 - Present
HSH NORDBANK 2011 - 2014
SS&C Technologies 2008 - 2010
Wellspring Capital Management LLC 2007 - 2008
OHIS 2005 - 2007
MAN Capital Corp 2002 - 2005
Skills
Financial Reporting, Hedge Funds, Financial Analysis, Accounting, Private Equity, Corporate Finance, Equities, Derivatives, Valuation, IFRS, US GAAP, Cash Flow, Financial Accounting, Alternative Investments, Financial Control, Internal Controls, Financial Modeling, Asset Management, P&L Management, P&L responsibility, HGB, Forecasting, Budget, Business Analysis, Team Building, Team Leadership, Team Management, Financial Forecasting, Budget Process, Capital Budgeting, Department Budgeting, Financial Audits, Investment Banking, Finance, Banking, Managerial Finance, Auditing, Investments, Account Reconciliation, Analysis, GAAP, Fund Accounting, Financial Statements, Financial Services, Cash Flow Forecasting, Cost Accounting, Hyperion Enterprise, Variance Analysis, Financial Statement..., SAP
Education
Pace University - Lubin School of Business 1997 — 2001
MBA, Finance Investment Management
Pace University - Lubin School of Business 1997 — 2001
MBA, Information Systems
Ludwig-Maximilians Universität München 1993 — 1996
M.Sc., Dipl.Statistics
Hochschule München 1988 — 1993
Dipl.-Wirt.-Ing., Industrial Engineering
SS&C Technologies May 2015 - Present
EverBank December 2013 - May 2015
Bloomberg LP September 2013 - December 2013
Skills
Microsoft Office, Strategic Planning, Financial Analysis, Business Strategy, Public Speaking, Corporate Finance, Microsoft Excel, Financial Modeling, Change Management, New Business Development, Windows, Business Analysis, Leadership, Project Management, Project Planning, Market Research, Management, Analysis, Team Building, Management Consulting, Customer Service, Budgets, Social Media, PowerPoint, Marketing Strategy, Entrepreneurship, Access, Accounting, Forecasting
Education
Rutgers, The State University of New Jersey-Newark 2013 — 2014
Masters of Accountancy
New Jersey City University 2011 — 2013
Bachelors of Science, Accounting and Finance, 3.30
Rutgers, The State University of New Jersey-Newark
Masters of Accountancy
SS&C Technologies August 2013 - Present
Precision Analytics June 2009 - August 2011
Skills
Bloomberg, Finance, Financial Modeling, Microsoft Office, Microsoft Excel, PowerPoint
Education
Monmouth University 2009 — 2013
Bachelor of Science (BS), Finance, General
America's Test Kitchen September 2013 - Present
SS&C Technologies 2002 - September 2013
John Wiley and Sons 2010 - 2010
Quirk Books 2006 - 2006
Relevant Technologies Inc 2000 - 2002
Nickelodeon Direct 1999 - 2000
CareTools Inc. 1995 - 1999
Skills
Software Implementation, Sewing, CRM, Business Analysis, Requirements Analysis, Crystal Reports, SQL, .NET, C#, C++, Specifications, Microsoft Visual Studio..., Client Relations Skills, Microsoft Office, Microsoft Excel, Microsoft SQL Server, Microsoft Word, PowerPoint, Google Analytics, Social Media, Blogging, Tableau
Education
Massachusetts College of Art 1987 — 1989
Photography
O'Connor Davies LLP February 2012 - Present
Scoggin Capital Management April 2008 - February 2012
SS&C Technologies June 2002 - April 2008
Skills
Securities, Swaps, Mutual Funds, Bonds, Hedge Funds, Alternative Investments, Equities, Investments, Fund Accounting, Prime Brokerage, Fixed Income, Derivatives, Private Equity, Asset Managment, Portfolio Management, Valuation, Commodity, Due Diligence, Fund Of Funds, Trading
Education
Pace University - Lubin School of Business 1999 — 2001
Masters, Information Systems
New York Institute of Technology 1994 — 1998
Bachelor of Science, Accounting
YHS
United Bank October 2010 - April 2014
SS&C Technologies January 2008 - October 2010
Skills
Human Resources, Employee Relations, Performance Management, Project Management, Benefits Administration, HRIS, ADP HRB, Team Building, ADP Workforce Now, Training and Development, Strategic Planning, Employee Benefits, Policy, Program Management, Management, Access, ADP Payroll, Deferred Compensation, Talent Management, Microsoft Office, Analysis, Time Management
Education
Northeastern University 2012 — 2014
Master of Business Administration (M.B.A.)
Roberts Wesleyan College 1998 — 2002
Bachelor of Science (B.S.), Business Administration
InsFocus September 2014 - Present
LaLonde Consulting January 2004 - Present
Applied Quantitative Solutions July 2002 - January 2004
SS&C Technologies May 1998 - July 2002
PolySystems, Inc. May 1988 - May 1998
KPMG 1982 - 1988
Skills
Insurance, Risk Management, Health Insurance, Financial Risk, Financial Analysis, Financial Modeling, Actuarial Science, Reinsurance, Valuation, Financial Reporting
Education
Michigan State University
Bachelor of Arts (BA), Mathematics
Southington Board of Education November 2012 - Present
Leszek Wrona Soccer September 2009 - Present
Leszek Wrona's Soccer Academy September 2009 - Present
Fandotech July 2012 - November 2012
SS&C Technologies April 2011 - July 2012
Newington Public Schools September 2009 - April 2011
2009Nova Southeastern University March 2007 - August 2009
Apple Computers January 2006 - November 2008
Nova Southeastern University March 2007 - August 2007
2005-2007Nova Southeastern University November 2005 - March 2007
Skills
Microsoft Office, Computer Hardware, Troubleshooting, Technical Support, Sales, Marketing, Help Desk Support, Windows, Hardware, Active Directory, Software Installation, Software Documentation, Quality Assurance, Information Technology, Networking, Customer Service, Leadership, Operating Systems, Public Speaking, Microsoft Excel
Education
Nova Southeastern University 2007 — 2009
MBA, Business Administration
Nova Southeastern University 2004 — 2007
B.S, Business Administration
Southern New Hampshire University 2003 — 2003
Bachelor of Science, Business Administration
Solar Nexus May 2010 - September 2010
SS&C Technologies June 2005 - July 2009
Financial Interactive, Inc. May 2000 - June 2005
Education
Pacific Energy Center 2010 — 2010
Indiana University Bloomington
University of Minnesota-Twin Cities
B.A.
SS&C Technologies June 1999 - March 2013
Public Resources Advisory Group September 1997 - June 1999
City of New York July 1986 - September 1997
Skills
Fixed Income, Contract Negotiation, Marketing, Relationship Management, Bonds, Investment Banking, Municipalities, Analysis, Public Finance, Capital Markets
Education
New York University 1985 — 1989
M.P.A., Public Administration:Urban Policy Analysis
Georgetown University 1980 — 1984
B.S., Biology
Hydromer, Inc. January 2015 - Present
The Kaimian Group Ltd. 2010 - Present
TDI Power June 2012 - November 2014
Barrington Partners 2010 - 2013
TDI Power 2009 - 2012
Linedata Services 2007 - 2008
Linedata Services 2004 - 2007
Linedata Services, Inc. (formerly Global Investment Systems and FutureFirst Software) 2003 - 2004
SS&C Technologies 1995 - 2003
University of Hartford 1989 - 1997
Skills
General Corporate..., Leadership, Business Analysis, Business Development, CRM, Management, Program Management, Mergers & Acquisitions, Product Management, Project Management, Consulting, Financial Services, Hedge Funds, Asset Management, Derivatives, Portfolio Management, Equities, Finance, Data Analysis, Asset Managment, Competitive Analysis, Alternative Investments
Education
The University of Connecticut School of Law
JD
McGill University
MBA, Finance
Tufts University
BA, Economics
Ministry of Children & Youth Services IT Cluster April 2013 - August 2014
Nantha-Aree Medicine Professional Corp September 2012 - March 2013
Research In Motion November 2010 - April 2012
Nantha-Aree Medicine Professional Corp February 2009 - October 2010
Teranet Inc. January 2008 - December 2008
Manulife Financial July 2007 - October 2007
Manulife Financial May 2006 - May 2007
Equitrac November 2005 - May 2006
Manulife Financial July 2005 - October 2005
SS&C Technologies August 2004 - May 2005
Skills
Insurance, Banking, Manufacturing, Finance, Pharmaceutical Industry, Software Quality..., Quality Center, Quality Assurance, SDLC, QTP, Test Planning, Testing, Test Strategy, System Testing, Integration, Test Cases, Scrum, Manual Testing, Unix, LoadRunner, Regression Testing, HP QTP, User Acceptance Testing, HP Quality Center
Education
Mohawk College 1989 — 1992
Computer Systems Technology
Armstrong Shaw Associates September 2000 - December 2014
SS&C Technologies September 1995 - August 2000
Skills
Marketing Strategy, Account Reconciliation, Management, Marketing, Project Management, Client Services, CRM, Relationship Management, Databases, Attribution Analysis, Axys, Bloomberg, Telemet, Thomson Reuters Baseline, SalesLogix, MS Office
Education
Iona College 1981 — 1985
Bachelor of Arts (BA), Marketing
SS&C Technologies March 2013 - Present
Morgan Stanley Fund Services June 2011 - March 2013
HSBC Securities Services (f.k.a. HSBC Alternative Fund Services) May 2006 - June 2011
RBC Capital Markets May 2004 - May 2006
Mutual Marine Office Inc. May 2003 - May 2004
Mutual Marine Office Inc. June 2001 - March 2003
Skills
CPR Certified, AED, Defibrillator, Life Support, Hedge Funds, Fund Administration, Alternative Investments, Financial Services, AML, Cash Management, Investor Relations, KYC, Back Office, Relationship Management, Risk Management, Management, Operational Due..., Business Relationship..., Corporate Actions, Middle Office, Financial Regulation, Test Systems
Education
EMS Institute of Fairfield County 2014 — 2015
Emergency Medical Technician - Basic Life Support, including CPR/AED
Mount Holyoke College 1999 — 2003
Bachelor of Arts, Asian Studies (History, Literature, Linguistics)
Hopkins School 1995 — 1999
EZX Inc. October 2010 - Present
SS&C Technologies October 2008 - October 2010
Micro Design Services, LLC June 2004 - October 2008
The Griswold Co. April 2002 - June 2004
Gateway Financial Technologies, LLC November 1999 - April 2002
New York Stock Exchange 1999 - 2000
New York Stock Exchange / SIAC January 1992 - November 1999
EDO June 1987 - June 1991
Skills
Series 7, Trading Systems, Electronic Trading, Equities, Trading, Hedge Funds, Securities, Financial Markets, Asset Managment, Equity Trading, Mobile Applications, Algorithms, Financial Services, Software Development, Asset Management, Market Data, Proprietary Trading, Trading Strategies, Options, Equity Derivatives, Derivatives
Education
Polytechnic University 1989 — 1991
MS Management
New York University - Polytechnic School of Engineering 1984 — 1987
BS EE
SS&C Technologies August 2007 - Present
Magnetar Capital June 2007 - August 2007
PEAK6 April 2006 - June 2007
Riverside Publishing Company December 1998 - April 2006
Allstate 1998 - 1998
First Chicago 1997 - 1998
Panasonic Factory Automation 1997 - 1998
Arbor Research and Trading January 1990 - May 1997
Skills
SDLC, C#, Software Development, Agile Methodologies, SQL, .NET, C++, Integration, Microsoft SQL Server, Quality Assurance, Scrum, Software Engineering, Unix, Software Project..., Business Analysis
Education
Kellogg 1999 — 2004
MBA
Purdue University 1985 — 1989
BS
SS&C Technologies September 2007 - Present
Royal Bank of Canada January 2006 - September 2007
SS&C Technologies May 2004 - September 2005
Financial Models Company 2002 - 2004
Financial Models Company 1996 - 2002
Skills
Customer Relations, Product Management, New Business Development, Strategic Planning, Negotiation, Business Analysis, Account Management, Customer Service, Portfolio Management, Process Engineering, Process Improvement, Vendor Management, Business Strategy, Consulting, Business Development, CRM, Derivatives, Equities, Fixed Income, Asset Management, Management, Project Management, Solution Selling, Analysis, Change Management, Financial Services
Education
McMaster University 1992 — 1994
MBA
Ryerson University 1987 — 1991
BComm
St. Robert 1982 — 1986
Citi October 2009 - Present
Satellite Asset Management November 2007 - December 2009
SS&C Technologies February 1995 - October 2007
NLI International 1989 - 1994
Nippon Life Insurance 1989 - 1994
Skills
Business Analysis, Back Office, Investment Management, Project Management, Quality Assurance, Portfolio Management, Trading Systems, Financial Services, Hedge Funds, SDLC, Finance, Asset Management, Management, CRM, Analysis, Software Project..., Strategy, Business Requirements, Equities, Fixed Income, Requirements Analysis, Testing, Microsoft SQL Server, Investments, Trading, Derivatives
Education
Georgetown University 1984 — 1988
BSLA, Spanish, Japanese, Business
Academy of the Holy Angels 1980 — 1984
SS&C Technologies May 2012 - Present
Thomson Reuters September 2010 - May 2012
American Express November 2009 - September 2010
IBM Global Business Services July 2007 - October 2009
IBM Marketing May 2006 - August 2006
John Hancock Financial Services September 2002 - July 2005
Morgan Stanley June 2001 - November 2001
Skills
Marketing Strategy, Marketing Management, Product Marketing, Integrated Marketing, Marketing Communications, Product Management, Business Development, Strategy, Business Strategy, Business Process..., Analytics, Risk Management, Management, Project Management, Leadership, Organizational..., Finance, Business Analysis, Management Consulting, Financial Services, Information Technology, Professional Services
Education
Massachusetts Institute of Technology - Sloan School of Management 2005 — 2007
MBA
Tufts University
BA, Philosophy and Music
SS&C Technologies April 2014 - Present
SS&C Techonologies January 2005 - March 2014
Financial Models Company January 2002 - January 2005
ComputerJobs.Com 2000 - 2001
AT&T 1997 - 2000
University of Kansas Athletic Corporation 1992 - 1997
Skills
Microsoft SQL Server, Agile Methodologies, XML, Software Development, SDLC, .NET, Web Development, Software Project..., SQL, Web Services, Requirements Analysis, JavaScript, ASP.NET, Visual Studio, Databases, SaaS, Scrum
Education
The University of Kansas 1995 — 1997
Masters of Science, Educational Technology
Greenville College 1988 — 1992
Bachelor of Science, Education, English, Speech
University of Toronto School of Continuing Studies
e-Learning Certification
SS&C Technologies August 2012 - Present
Skills
Internal Controls, Sarbanes-Oxley Act, Auditing, Internal Audit, Enterprise Risk..., Accounting, SAS70, IT Audit, US GAAP, External Audit, Mergers & Acquisitions, SEC filings, Financial Reporting, Due Diligence, Valuation, CPA, SEC, GAAP, Financial Accounting, Financial Services, Sarbanes-Oxley, Forensic Accounting, Risk Management, Corporate Governance, Financial Risk, Financial Analysis, CISA, Risk Assessment
Education
Pace University - Lubin School of Business 1997 — 2000
Bachelor of Business Administration (BBA)
New York University 1992 — 1996
Bachelor of Arts (B.A.)
Game Creek Capital May 2013 - Present
SS&C Technologies September 2012 - May 2013
Gravity Financial, LLC June 2005 - September 2012
AlphaSimplex Group, LLC August 2003 - July 2005
Deloitte & Touche September 1995 - July 2003
Skills
Hedge Funds, Accounting, Alternative Investments, Tax, Fund Administration, Auditing, CPA, Fund Of Funds, Private Equity, Due Diligence, Mutual Funds, Venture Capital
Education
University of Massachusetts at Amherst - Isenberg School of Management 1991 — 1995
BBA
Newton South High School 1987 — 1991
NextEra Energy, Inc. August 2015 - Present
Eversource Energy August 2013 - July 2015
Connecticut Light & Power November 2012 - August 2013
Connecticut Light & Power February 2010 - November 2012
Connecticut Light & Power October 2008 - February 2010
SS&C Technologies May 2007 - October 2008
J. Morrissey & Co. January 2007 - May 2007
Mortgage Lenders Network, USA August 2005 - January 2007
Skills
Process Improvement, Microsoft Office, Data Analysis, Access, Project Management, Strategic Planning, Microsoft Excel, Onboarding, Customer Service, Visio, Contract Management, Lotus Notes, Analysis, Management, Renewable Energy, Leadership, Energy, Training, Program Management
Education
Northwood University 2001 — 2005
Bachelor's degree, Advertising/Marketing/Management
SS&C Technologies August 2013 - Present
GAMI LLC,PA March 2012 - August 2013
Emsyne Technology January 2007 - January 2012
Skills
.NET, C#, Agile Methodologies, Software Development, XML, Web Applications, Microsoft SQL Server
Education
Mahatma Gandhi University 2002 — 2005
Master of Computer Applications (MCA), Comp Science
IHRD Peermande ,Idukki ,Kerala 1997 — 2000
Bachelor of Computer Science
Advantage Consulting LLC July 2012 - Present
Citi November 2008 - July 2012
Citi March 2007 - November 2008
SS&C Technologies February 2004 - March 2007
Merrill Lynch February 1993 - February 2004
Skills
•Advanced in Microsoft..., •Advent Geneva, SS&C..., •HTML, JavaScript,..., Hedge Funds, Financial Services, Portfolio Management, Fund Accounting, Equities, Internal Controls, Alternative Investments, Account Reconciliation, Asset Management, Financial Risk, Finance, Private Equity, Mutual Funds, Back Office, Bonds, Corporate Finance, Financial Analysis, Wealth Management, Commodity, Corporate Actions, Financial Modeling, Risk Management, Financial Markets, Analysis, Middle Office, Fixed Income, Bloomberg, Valuation, Accounting, System Integrators, Trading Systems, Derivatives, Securities, Options, Capital Markets
Education
Rider University 1995 — 1998
Bachelor's degree, Accounting
Rutgers University 1992 — 1995
Political Science and Government
Middlesex County College 1988 — 1992
Criminal Justice and Corrections
Scotia Capital 2010 - Present
BMO Capital Markets October 2009 - March 2010
Alpha Trading Systems March 2009 - October 2009
Perimeter Financial 2006 - 2009
SS&C Technologies 2005 - 2006
FMC 1998 - 2005
Cameco Corporation 1996 - 1997
University of Saskatchewan 1994 - 1995
Skills
Trading Systems, Sybase, Market Data, Electronic Trading, Derivatives, SDLC, Microsoft SQL Server, .NET, C#, Java, SQL, Python, FIX, ASP.NET, Unix, Business Analysis, Capital Markets, Requirements Gathering, Software Development, Databases, Requirements Analysis, Agile Methodologies, Solaris, Analysis, Software Project..., Web Services, Enterprise Architecture, T-SQL, Unix Shell Scripting, PL/SQL, UML, Solution Architecture, Oracle, XML, Systems Analysis, WCF, Data Warehousing, Integration, Java Enterprise Edition, Spring, Business Intelligence, JMS, Application Architecture, SOAP
Education
National Research Nuclear University MEPhI (Moscow Engineering Physics Institute) 1979 — 1985
Black Knight Financial Services Data & Analytics April 2014 - Present
SS&C Technologies April 2012 - April 2014
McGraw-Hill September 2009 - March 2012
GeoFrameworks, LLC May 2005 - August 2009
Clayton Holdings September 2001 - January 2003
Rocky Mountain Internet February 1999 - July 2000
Skills
Relational Databases, User Interface Design, E-commerce, Technical Support, Technical Writing, Multithreading, Web Design, Customer Service, Graphic Design, Microsoft SQL Server, T-SQL, .NET, ASP, Programming, Database Design, Web Services, ASP.NET, XML, Agile Methodologies, Visual Studio, Software Development, SDLC, IIS, TFS
Education
North Dakota State University 1993 — 1993
Mechanical Engineering
SS&C Technologies February 2012 - Present
407ETR October 2009 - January 2011
FMC - SS&C October 2005 - October 2009
SS&C Technologies September 2004 - May 2005
Skills
Change Management, Business Intelligence, Project Management, SDLC, Business Analysis, Account Management, Software Project..., Derivatives, Risk Management, SQL, Fixed Income, Portfolio Management, Databases, Requirements Analysis, Asset Management, Equities, Integration, Requirements Gathering, Account Reconciliation, Process Improvement, Product Management, Microsoft SQL Server, Trading Systems, Financial Analysis, CRM, Business Requirements, Analysis, Crystal Reports, Back Office, Vendor Management, Business Process..., Financial Services, Business Process, User Acceptance Testing
Education
Nexient 2008 — 2010
Associate's Certificate in Business Analysis, Business Analysis
Humber College 1999 — 2001
Computer Programmer
The University of Western Ontario 1993 — 1997
BA
SS&C Technologies December 2011 - Present
Chartpak, Inc./ North American Capital October 2008 - December 2011
Savoir Faire October 2004 - September 2008
The Art Store January 1998 - July 2004
The Art Store January 1998 - July 2004
The Art Store January 1998 - July 2004
Skills
Non-profits, Project Management, Market Research, Public Speaking, Painting, Sales Presentations, Marketing Strategy, Public Relations, Art, Cross-functional Team..., Management, Research, Training, Advertising, Customer Service, Retail, Performance Management, Nonprofits, Photoshop, Teaching, Coaching, Marketing, Team Building
Education
New York Institute of Technology 2004 — 2006
Bachelors of Science, Interdisciplinary Degree: Business, Fine Art, and Marketing
Pepperdine University 1996 — 1997
General Studies, Business and Fine Arts
Webb Schools
Healthagen, a division of Aetna September 2012 - Present
Aetna August 2011 - September 2012
Aetna June 2011 - August 2011
University of Connecticut 2009 - June 2011
UConn Financial Accelerator September 2010 - December 2010
SS&C Technologies January 2010 - August 2010
Deloitte Haskins & Sells July 2006 - March 2007
S.K.Vasishtha & Co. October 2005 - June 2006
Skills
Financial Modeling, Valuation, Financial Analysis, Chartered Financial..., Accounting, Strategy, Analysis, R, Portfolio Management, Investments, Corporate FP&A, Fixed Income, Equities, Mergers, Mergers & Acquisitions, Finance
Education
University of Connecticut 2009 — 2011
Masters, Financial Mathematics
American Institute of CPAs 2009 — 2009
CPA, Auditing, Accounting and Taxation
Institute of Chartered Accountants of India 2002 — 2007
CA, Finance
Institute of Company Secretaries of India 2003 — 2007
CS, Business law
University of Rajasthan 2002 — 2005
Bachelor of Commerce (B.Com.), Finance, General
St.Angela Sophia
SS&C Technologies October 2009 - Present
Danone June 2009 - September 2009
HMC LLC February 2007 - February 2009
Skills
Accounting, Accounts Payable, Account Reconciliation, Financial Reporting, Accounts Receivable, Financial Statements, Equities, Financial Modeling, Asset Management, Auditing, Hedge Funds, Financial Analysis, Financial Services, Fixed Income
Education
Mercy College 2003 — 2006
Bachelor of Business Administration (BBA), Business Adminstration-Finance/Accounting
Postsecondary School of Economics and Foreign Languages Warsaw, Poland 1995 — 1997
Foreign Languages and Economics
SS&C Technologies August 2005 - Present
Evare August 2005 - Present
Mellon Financial July 1996 - August 2005
Education
Northeastern University 1992 — 1996
BS
SS&C Technologies March 2008 - Present
Federal Home Loan Mortgage Corp May 2006 - March 2008
GlobeOp Financial Services LLC 2003 - 2005
Gemini Fund Services 2001 - 2003
Skills
Hedge Funds, Bloomberg, Financial Reporting, Securities
Education
Nyack College 2009 — 2011
MBA, Accounting
State University of New York at Stony Brook 1996 — 2001
Bachelor of Arts (B.A.), Economics
Gold's Gym October 2010 - Present
SS&C Technologies April 2007 - Present
Wicked Z Dance & Fitness April 2011 - July 2012
George Weiss Associates 2005 - 2007
Conning & Company 2000 - 2002
USI Consulting Group 1998 - 2000
Permatex, Inc. 1996 - 1998
Skills
Bloomberg, Investments, Excel, Accounting, Financial Analysis, Financial Reporting, P&L Analysis, Trial Balance, Fitness Instruction, Strength & Conditioning, Microsoft SQL Server, Management, Portfolio Management, Asset Management, Hedge Funds, Equities, Finance, Financial Modeling, Microsoft Office, Fixed Income, Derivatives
Education
Loyola University New Orleans 1996 — 1999
BS, Mathematics
The University of Connecticut 1994 — 1996
Bachelor of Science, Mathematics
SS&C Technologies July 2015 - Present
Hamilton Sundstrand December 2013 - June 2015
TopCoder, Inc. March 2007 - September 2013
Gregory and Adams, P.C. 2003 - 2007
Skills
Software Development, SaaS, Cloud Computing, Enterprise Software, Crowdsourcing, Mobile Applications, Corporate Law, Employment Law, Competition Law, Contract Negotiation, Contract Management, Privacy Law, Copyright Law, Intellectual Property, Commercial Litigation, Legal Writing
Education
Quinnipiac University School of Law 2001 — 2004
Juris Doctorate, Law, Top 11%
Quinnipiac University 2000 — 2004
Master of Business Administration (MBA), Business Administration and Management, General, 3.91
Iona College 1995 — 1999
Bachelor of Arts (BA), Economics, 3.34
SS&C Technologies May 2015 - Present
Morgan Stanley Fund Services April 2011 - May 2015
Citi Hedge Fund Services January 2008 - April 2011
Skills
Financial Reporting, Finance, Account Reconciliation, Analysis, Hedge Funds, Financial Services, Asset Management, Alternative Investments, Bloomberg, Derivatives, Equities, Financial Analysis, Financial Statements, Fixed Income, Fund Of Funds, Investments, Securities, Private Equity, Management, Valuation, Fund Administration
Education
Kean University
Bachelor's of Science, Finance
Delta Data Software, Inc. August 2013 - Present
Delta Data Software April 2012 - December 2012
Independent Contractor November 2011 - December 2012
SunGard Wealth Management August 2005 - July 2011
SunGard Transaction Network July 2005 - August 2006
SunGard Transaction Network June 2000 - July 2005
SS&C Technologies February 1996 - October 1998
Thomson Financial July 1993 - April 1995
Skills
Mentoring, customer service, Trading Systems, Project Management, Mutual Funds, Product Management, Financial Services, SaaS, Sharepoint, Mergers & Acquisitions, Securities, Compliance, Investments, Security, Agile Project Management, Risk Management, buisness strategy, Leadership, Trading, Relationship Management, Fixed Income, Finance, Management, Options, SDLC, Portfolio Management, Equities, Financial Markets, Business Analysis, Financial Risk, Training, Series 7, Capital Markets, Back Office, Hedge Funds, Vendor Management, Asset Management
Education
Illinois State University 1984 — 1987
Bachelor of Science, Social Work
UL August 2008 - Present
InSource Consulting, LLC October 2004 - June 2008
United Health Care June 2003 - October 2007
CIGNA (through Tiger Consulting) May 2001 - December 2002
PriceWaterhouseCoopers August 1999 - May 2001
Flexi International Software March 1997 - June 1998
SS&C Technologies 1990 - 1997
Skills
Databases, ASP.NET, VB.NET, Stored Procedures, XML, C#, Java, HTML, JavaScript, Testing, .NET, SQL, Integration, Requirements Analysis, Microsoft SQL Server
Education
Moscow Aviation Institute (National Research University) 1973 — 1979
MS, Electrical Enginnering
8323763 Canada Inc. August 2012 - Present
Hewlett-Packard Company November 2010 - August 2012
SS&C Technologies May 2008 - February 2010
Maple Leaf Foods August 2005 - February 2008
MDCNA Inc. March 2000 - July 2005
SSA Global March 1998 - February 2000
Cantoc Business Systems March 1996 - February 1998
Midrange Information Solutions January 1990 - February 1996
Greening Donald August 1984 - December 1989
Allen Industries, Division of Dayco May 1979 - July 1984
Skills
Project Portfolio..., Project Management, Program Management, ERP, SDLC, Business Analysis, SAP, CRM, ITIL, IT Management, IT Strategy, Disaster Recovery, Professional Services, Requirements Analysis, Vendor Management, Governance, Team Leadership, Project Delivery, Business Process..., Pre-sales, Requirements Gathering, Management, Data Center, Enterprise Software
Education
Mohawk College 1970 — 1972
Data Processing
SS&C Technologies 2001 - Present
Vocalink, Inc. January 2000 - January 2001
SS&C Technologies January 1991 - January 2000
Skills
Product Management, Selling, Sales, Solution Selling, Lead Generation, Sales Process, Account Management, Real Estate
Education
Indiana University - Kelley School of Business
BS, Marketing
American Express May 2012 - May 2013
Morgan Stanley March 2005 - January 2012
Bank of New York Mellon January 2000 - September 2004
SS&C Technologies February 1998 - December 1999
Diversified Investment Advisors April 1985 - March 1998
Skills
Accounting, Fixed Income, Asset Management, Management Consulting, Equities, Financial Services, Leadership, Relationship Management, Portfolio Management, hedge funds, People Management, Project Management, Hedge Funds
Education
Long Island University 1993 — 1996
MBA, Finance
Mercy College
Bachelor of Science (BS), Accounting, 3.4
roosevelt hs
Jewish Federation of Central NJ February 2010 - Present
Covanta Energy November 2000 - March 2010
SS&C Technologies October 2008 - October 2009
Cozzoli Machine Company June 1997 - November 2000
Education
North Carolina Agricultural and Technical State University 1971 — 1973
BS, Nursing
Summit High School 1968 — 1971
SS&C Technologies September 2014 - Present
Army National Guard March 2011 - Present
State Street September 2013 - September 2014
Citizens Bank November 2011 - August 2013
The MathWorks May 2011 - December 2011
University of Massachusetts Amherst January 2010 - June 2011
Bank of America January 2008 - January 2010
Wells Fargo 2005 - 2008
Skills
Banking, Financial Analysis, Management, Finance, Risk Management, Sales Management, Credit, Time Management, Access, Strategic Leadership, Goal Oriented, Coaching, Loans, Microsoft Excel, Training, Credit Analysis, Mortgage Lending, Cash Management, Network Security, Information Technology, Information Assurance, Active DoD Secret...
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2011
Finance and Operations Managements, Banking, Corporate, Finance, and Securities Law
United States Army Signal Center of Excellence 2013 — 2013
Information Technology
Springfield Technical Community College 2008 — 2010
Business Administration
East Longmeadow High School
IBM May 2012 - July 2013
Chubb Insurance November 2010 - March 2012
SS&C Technologies December 2009 - November 2010
JPMorgan Chase Bank March 2009 - December 2009
Tyco International Inc January 2008 - December 2008
Skills
US GAAP, Financial Statements, Microsoft Excel, Analysis, Management, Journal Entries, Microsoft Office, PowerPoint, Investments, Customer Service, Financial Analysis, Financial Reporting, Bank Reconciliation, Accounting, Tax Accounting, Sarbanes-Oxley Act, Private Equity, QuickBooks, New Business Development, Microsoft Word, Account Reconciliation, IFRS, SAP, Internal Controls, Finance, Cost Accounting, General Ledger, Tax, Financial Accounting, Consolidation, Invoicing, Cash Flow, GAAP, Accounts Payable, Accounts Receivable, Cash Management, Access, PeopleSoft, Variance Analysis, Banking, Process Improvement, Leadership, Strategic Planning
Education
Kean University 2010 — 2012
MBA in Global Management, Finance
Kean University 2009 — 2010
Masters of Science, Accounting
Kean University 2005 — 2009
Bachelor's Degree, Accounting, 3.80
Cognos Software EngineerIBM2006 - 2012
SS&C Technologies 2001 - 2002
Skills
Business Intelligence, ETL, informatica, Data Warehousing, Cognos, Databases, Oracle, PL/SQL, Microsoft SQL Server, SSIS, SQL, DB2, Software Development, Requirements Analysis, Dashboards, SDLC, Agile Methodologies
Education
Jilin University
Master's degree, Computer Science
JPMorgan Chase February 2010 - Present
JPMorgan Chase August 2009 - January 2010
JPMorgan Chase April 2008 - August 2009
Morgan Stanley May 2007 - April 2008
SS&C Technologies August 2004 - May 2007
Skills
Management, Marketing, Finance, Branch Banking, Portfolio Management, Risk Management, Investments, Process Improvement, Business Analysis, Vendor Management, Financial Modeling, Consumer Lending, Customer Service, Leadership, Banking, Loans, Strategic Planning, Financial Analysis, Credit, Financial Services, Mortgage Lending, Team Building
Education
Keller Graduate School of Management of DeVry University 2006 — 2007
MBA, Management and Finance
Northern Illinois University 2000 — 2004
BA, Political Science and History
Oakton Community College 1998 — 2000
Buffalo Grove 1994 — 1998
Fischer Software Software Design Engineerj2 Global CommunicationsApril 1999 - September 2001
SS&C Technologies June 1997 - April 1999
Quantra Corporation September 1996 - May 1997
Softa Group September 1989 - August 1996
Argyl Associates August 1987 - September 1989
Education
Northeastern University 1983 — 1986
BS, Finance, Computer Science
Penny May 2009 - Present
Morgan Stanley June 2005 - June 2009
SS&C Technologies October 1997 - June 2005
ISO May 1996 - October 1997
Skills
Hedge Funds
Education
New York University - Leonard N. Stern School of Business 2007 — 2010
MBA, Finance
Manhattan College 1992 — 1996
BS, Computer Science
SS&C Technologies 2004 - Present
BISYS Fund Services 2004 - 2004
Morgan Stanley 2001 - 2003
New YORK Womens Agenda 1998 - 1999
Skills
Hedge Funds, Financial Reporting, Fund Accounting, Bloomberg
Education
Hampton University 1996 — 2000
BA, Accounting
Petrocelli Public Insurance Adjusters Inc. March 2015 - Present
SS&C Technologies 2013 - 2014
SS&C Technologies 2013 - 2014
SS&C Technologies 2013 - 2014
Skills
Small Business, Event Planning, Event Management, Sales, Social Media, Advertising, Account Management, Marketing Communications, Weddings, Public Speaking, Nutrition, Microsoft Word, Contract Negotiation, Graphic Design, Food, FMCG, Food Safety, Strategic Planning, Committed to..., Food Service, Marketing Strategy, Food Industry, Photoshop, Product Development, Bookkeeping
Education
Northeastern University
Bachelor's Degree, Political Science and Government
Amerra Capital Management, LLC May 2013 - Present
SS&C Technologies August 2010 - April 2013
Grant Thornton LLP October 2009 - August 2010
Rothstein Kass October 2005 - April 2009
Skills
US GAAP, GAAP, Financial Accounting, Financial Statements, Financial Reporting, Accounting, Fund Accounting
Education
Montclair State University 2001 — 2005
Bachelor, Accounting/Finance
Wipro Technologies February 2012 - Present
Software Solutions Inc November 2011 - January 2012
JPMorgan Chase June 2009 - June 2010
State Street July 2007 - February 2009
Investors Bank & Trust April 2006 - July 2007
SS&C Technologies September 2002 - March 2006
Skills
Analysis, Fixed Income, Financial Reporting, Derivatives, Equities, Accounting, Process Improvement, Portfolio Management, Investments, Hedge Funds, Asset Management, Banking, Auditing, Account Reconciliation, Securities, Mutual Funds, Internal Controls, Management, CRM, Program Management
Education
Quality and Productivity Solutions 2010 — 2010
Six Sigma, Project Management
Isenberg School of Management, UMass Amherst 1995 — 2000
BA, Finance
SS&C Technologies February 1986 - Present
KPMG January 1985 - February 1986
Advest, Inc. November 1980 - January 1985
KPMG US October 1979 - November 1980
KPMG US August 1977 - September 1979
Education
Marquette University 1975 — 1977
Bachelor of Business Administration (BBA), Accounting
Memorial High School 1969 — 1973
SS&C Technologies senior accountantss&c2002 - Present
Franklin Templeton Investments 1999 - 2002
Education
Isenberg School of Management, UMass Amherst 1994 — 1998
human resources
SS&C Technologies October 2008 - Present
SS&C Technologies March 2007 - October 2008
UBS January 2004 - March 2007
UBS January 2001 - January 2004
Skills
PMP, Software Project..., Requirements Analysis, SDLC, Vendor Management, Business Analysis, MS Project, PMO, Financial Services, Project Portfolio..., Risk Management, Requirements Gathering, Visio, Business Requirements, CRM, Business Intelligence, Analysis, Project Management, Business Process, User Acceptance Testing, Microsoft Project, Cross-functional Team..., Business Process...
Education
Stevens Institute of Technology 2001 — 2003
MS, Management of Information Systems
New Jersey City University 1994 — 1998
BS, Business Administration, Finance
SS&C Technologies November 2010 - Present
Centerline Capital Group July 2009 - November 2010
Holtz Rubenstein Reminick October 2007 - April 2009
Skills
Accounting, Financial Reporting, CPA, Auditing, GAAP, Financial Accounting, Internal Controls, Tax, Account Reconciliation, General Ledger, SEC filings, QuickBooks, Financial Analysis, US GAAP, Tax Preparation, Corporate Tax, Fund Accounting, Sarbanes-Oxley Act, Income Tax, External Audit
Education
Hofstra University 2006 — 2007
MS, Accounting
Hofstra University 2002 — 2006
BBA, Accouning
Deloitte August 2013 - Present
Archer Law Group April 2009 - August 2010
SS&C Technologies January 2008 - April 2008
Franklin County Prosecutors Office 2002 - 2003
Skills
Legal Research, Employment Law, Document Review, Civil Litigation, Litigation Support, Research, Courts, Legal Writing, Appeals, Litigation
Education
Thomas M. Cooley Law School 2005 — 2008
JD
Loyola University Chicago 2003 — 2005
MA, Criminal Justice
Marquette University 1997 — 2002
BA, Criminology and Law Studies
SS&C Technologies June 2000 - Present
SAP 1997 - 2000
Skills
Business Analysis, Requirements Analysis, Trading Systems, Requirements Gathering, Project Management, Risk Management
Education
Université de Montréal - HEC Montréal
Université de Montréal - HEC Montréal
SS&C Technologies October 2010 - Present
Nightingale February 2010 - February 2011
Baxter October 2001 - May 2009
Skills
.NET, Integration, Agile Methodologies, Requirements Analysis, C#, SQL, Software Development, Oracle, XML, C++, Web Services, Software Design, SDLC, Quality Assurance, Requirements Gathering, Database Design, UML, Software Engineering, Databases, Testing
Education
Moscow Technical University of Communications and Informatics (MTUCI) 1981 — 1986
Master, Electronic Engineering
SS&C Technologies December 2000 - Present
Skills
Fixed Income, Asset Management, Asset Managment, Hedge Funds, Contract Negotiation, Financial Services, Business Analysis, Equities, Derivatives, Risk Management, Portfolio Management, Capital Markets, Trading Systems, Financial Analysis, Investments, Management
Education
Marist College 1985 — 1989
Fund Dynamics December 2006 - December 2009
SS&C Technologies April 2006 - December 2006
GlobeOp Financial Services June 2005 - April 2006
DPM Mellon June 1996 - June 2005
Kenmar May 1991 - June 1996
Retirement System Group Inc. April 1986 - May 1991
EF hutton & Company, Inc November 1984 - April 1986
Education
New York Institute of Finance 1984 — 1984
None, Commodity Operations
Ocean County College 1982 — 1984
none, Accounting/Business Administration
Experion Design Group April 2014 - Present
Cosmetic Executive Women INC / Cancer and Careers FDN June 2010 - April 2014
Feola Electric December 2008 - June 2010
SS&C Technologies November 2007 - December 2008
Sheridan Asset Management March 2007 - November 2007
Wexford Capital April 2006 - March 2007
SS&C GlobeOp April 2005 - April 2006
Skills
Accounting, Strategic Planning, Financial Reporting, Program Budgeting, Business Analysis, Financial Analysis, Finance, Cash Management, QuickBooks, Microsoft Excel, Internal Controls, Financial Modeling, Bloomberg, Management, Access, Microsoft Word, PowerPoint, Auditing, Analysis, Microsoft Office
Education
Manhattan College
Bachelor of Science (B.S.), Accounting / Computer Information Systems
SUNY Empire State College
Master's Degree, Business Administration, Management and Operations
Westlake High School 1996 — 2000
Regents Diploma
The Blackstone Group September 2013 - Present
Deloitte October 2011 - September 2013
SS&C Technologies March 2010 - October 2011
Rothstein Kass October 2007 - May 2009
Skills
Private Equity, Hedge Funds, Broker-Dealer, Fund Of Funds, Alternative Investments, Fund Accounting, Financial Reporting, Accounting, IFRS, GAAP, Auditing, Financial Accounting, Tax, US GAAP, Financial Analysis, External Audit, Financial Statements
Education
Montclair State University
B.S., Accounting, Finance & International Business
SS&C Technologies March 2013 - July 2015
Paradigm Healthcare Development May 2011 - March 2013
South Windsor Rehab and Nursing Center June 2010 - May 2011
TC Healthcare Management, LLC, formerly Haven Healthcare July 2000 - June 2009
Skills
Accounts Payable, Notary Public, Accounting, Payroll, Accounts Receivable, Account Reconciliation, Benefits Administration, Employee Benefits, Human Resources, Recruiting, Customer Service, Financial Analysis, General Ledger, Team Building, Training, Leadership, ADP Payroll
Education
Porter and Chester Institute 2001 — 2002
IT, Computers
Manchester Community College 1999 — 2001
Liberal Arts
Enrico Fermi High School 1995 — 1999
Vinco April 2008 - Present
Loeb Partners March 1999 - March 2008
SS&C Technologies February 1993 - February 1999
Skills
Accounting, Accounting Systems, Microsoft Office, Auditing, Account Reconciliation, Financial Reporting, Financial Accounting, Financial Analysis, Accounting System, Internal Controls
Education
University of Bridgeport 1957 — 1960
BS, Merchandising, Accounting
NYU 1956 — 1957
transfered to Univ of Bridgeport, Merchandising, Accounting
SS&C GlobeOp November 2013 - Present
SS&C GlobeOp July 2011 - Present
SS&C Technologies March 2009 - July 2011
SS&C Technologies November 2008 - March 2009
SS&C Technologies January 2007 - November 2008
State Street November 2005 - January 2007
GE May 2004 - August 2004
Skills
Fund Accounting, Investments, Mutual Funds, Hedge Funds, Finance, Derivatives, Bloomberg, Equities, Fixed Income, Alternative Investments, Valuation, Capital Markets, Asset Management, Financial Analysis, Financial Reporting, Securities, Fund Administration, Financial Services, Financial Modeling, Private Equity, Accounting
Education
McMaster University 2001 — 2005
Honours Bachelor of Commerce, Finance
Sub Station Cafe January 2010 - Present
Fund Dynamics November 2006 - December 2009
SS&C Technologies February 2006 - November 2006
GlobeOp Financial Services June 2005 - February 2006
DPM Mellon June 1996 - June 2005
Kenmar May 1991 - June 1996
Kenmar Advisory Corp January 1991 - June 1996
Retirement Systems Inc January 1986 - May 1991
EF Hutton & Co., Inc November 1984 - April 1986
Skills
Hedge Funds, Fund Administration, Reconciliation, Fund Accounting, Investments, Reconciliations, FX, Accounting, Bloomberg, Financial Reporting, General Ledger, Valuation, Equities, Mutual Funds, Financial Accounting, Accruals, Fixed Income, Securities, Compliance, Derivatives, Fund Of Funds, US GAAP, Risk Management, Cash Flow, Budgeting, Internal Controls, Alternative Investments, Excel, Back Office, Accounts Payable, Customer Relations, Private Equity, Portfolio Management, Due Diligence, Cash, Forecasting, Commodity, Financial Statements, Account Reconciliation
Education
Ocean County College 1982 — 1984
Business Administration/Accounting
NY Institute of Finance
Ocean County College
Accounting
Scotiabank December 2013 - Present
Scotia Capital April 2011 - Present
SS&C Technologies January 2008 - April 2011
Skills
Business Analysis, Visio, SDLC, SQL, Project Management, Business Process..., Analysis, Business Process, Account Reconciliation, Software Documentation, .NET, Visual Studio, SSIS, SSRS, Business Intelligence
Education
York University 2010 — 2013
M.A., Information Systems & Technology
York University 2006 — 2008
BA Honours, ITEC
Humber College 2004 — 2005
Post Grad. Certificate, Interactive Multimedia
ikaSystems April 2015 - Present
Courion Corporation July 2014 - April 2015
Courion Corporation July 2012 - July 2014
SS&C Technologies March 2008 - June 2012
Perillon 2005 - 2008
Cramer 2003 - 2004
Skills
Software Engineering, Software Development, Software Design, Agile Methodologies, XML, Microsoft SQL Server, ASP.NET, C#, JavaScript, Spring, Web Services, Visual Studio, .NET, Databases, SQL, IIS, T-SQL, SOA, Database Design, Scrum, Enterprise Software, SaaS
Education
Northeastern University 1994 — 1999
Bachelor of Science (BS), Computer Science, 3.531
Northeastern University 1994 — 1999
Bachelor's degree in Computer Science, Computer Science
SS&C Technologies April 1996 - Present
SS&C Canada 1996 - Present
Transport Canada January 1990 - April 1996
Keg Restaurants January 1985 - June 1990
Skills
Firewall Administration, Network Design, Disaster Recovery, Hosting Solutions, Security, Web Hosting, Firewalls, Windows Server, Server Architecture, Network Administration, System Design, Windows, Virtualization, VMware, Outsourcing, VPN, IIS, Integration, Data Center, Software Project..., Business Continuity, Business Analysis, Microsoft SQL Server, SDLC
Education
Mohawk College 1987 — 1990
Technologist, Computer Electronics
McMaster University
SS&C Technologies June 2014 - Present
Wexford Capital LP May 2006 - June 2014
Amaranth March 2004 - May 2006
UBS Investment Bank June 2002 - March 2004
DoubleClick 1999 - 2001
Skills
Hedge Funds, Fixed Income, Interest Rate Swaps, Equities, Swaps, Trading, Derivatives, Bonds, Options, CDS, Settlement, Portfolio Management, Alternative Investments, Fund Of Funds, Bloomberg
Education
Iona College 2012 — 2015
Master of Business Administration (M.B.A.), Accounting, Honors
Central Middle School
Greenwich High School
Iona College
Bachelor’s Degree, Social Work, Cum Laude
SS&C Technologies Accounting ManagerMalcolm Pirnie1999 - 2006
Skills
Financial Modeling, Accounting, Hedge Funds, Fixed Income, Valuation, Financial Reporting, Equities, Private Equity, Alternative Investments, Investments
Education
LIU Brooklyn 1987 — 1992
Masters in Business Adminstration, Accounting
SS&C Technologies December 2014 - Present
State Street June 2011 - December 2014
State Street Bank November 2008 - June 2011
State Street May 2006 - November 2008
State Street December 2003 - May 2006
State Street January 2001 - December 2003
Merrill Lynch August 1998 - January 2001
Education
Siena College 1994 — 1998
BS, Finance
La Salle University
MBA, Finance
SS&C Technologies
Skills
Asset Managment
Education
McGill University 1992 — 1994
Finance
Université de Montréal 1986 — 1989
Economics, IT
SS&C Technologies August 2013 - Present
Springleaf Financial Services February 2012 - April 2012
Springleaf Financial Services July 2005 - February 2012
Springleaf Financial Services January 1997 - July 2005
Skills
Lotus Notes, Software Documentation, Customer Service, Troubleshooting, Windows 7, SAP, SharePoint, Quality Assurance, Visio, SQL, Disaster Recovery, Access, DB2, IBM iSeries, JCL
Education
Ivy Tech Community College 1990 — 1995
Prudential Financial September 2014 - Present
Prudential Financial February 2012 - September 2014
SS&C Technologies July 2010 - February 2012
SS&C Technologies June 2008 - July 2010
GlobeOp Financial Services February 2007 - June 2008
Skills
Fund Accounting, Financial Reporting, Accounting, Account Reconciliation, Bloomberg, Financial Statements, Financial Accounting, Valuation, Financial Services, Internal Controls, Financial Analysis, Microsoft Excel, General Ledger, Finance
Education
University of Massachusetts at Amherst - Isenberg School of Management 2008 — 2010
MBA, MBA
University of Massachusetts at Amherst - Isenberg School of Management 2002 — 2006
B.B.A., Finance
SS&C Technologies February 2001 - Present
Pfizer July 2000 - January 2001
Warner Lambert January 1998 - June 2000
Shaughnessy, Giella & Co., PC 1983 - 1998
Skills
Software Development, C++, Unix, MS Visual..., Objective-C, Microsoft and Mac..., Object Oriented Design, professional 'cellist, C++, Unix, Databases, Visual Studio, Java, SQL, Integration, Enterprise Architecture, Java Enterprise Edition, Oracle, iOS development, XML, Linux, Requirements Analysis, SharePoint, HTML 5, Software Project..., Unix Shell Scripting, Microsoft SQL Server
Education
Montclair State University 1992 — 1997
Master of Science, Computer Science
Concordia College - NY 1972 — 1976
Bachelor of Arts, Church Music
Annie F. Warren School
SS&C Technologies February 2010 - Present
Education
SUNY Instituteof Technology at Utica/Rome 1991 — 1993
Bachelor of Science, Accounting
Nassau Community College 1989 — 1991
Associate of Science, Accounting
Tradeweb July 2013 - Present
SS&C Technologies September 2004 - June 2013
Knight Trading Group April 2000 - June 2003
ADP Brokerage Processing Services (Broadridge Financial) December 1997 - April 2000
Skills
Unix, JSP, Mobile Applications, Management Consulting, Test Automation, JavaScript, Quality Assurance, Testing, Business Analysis, Program Management, Linux, Process Improvement, Business Strategy, MySQL, Java, Oracle, C++, Microsoft SQL Server, Software Development, Telecommunications, SDLC, Disaster Recovery, Customer Service, Java Enterprise Edition
Education
The Chubb Intitute
Computer Programming
Kean University 1981 — 1985
Bachelor of Science (BS), Management Science
NYU
C++, Advanced C, and Unix System Programming
SS&C Technologies March 1997 - Present
Computer Horizons October 1996 - March 1997
Technical Telephone Systems, Inc (TTSI) May 1993 - October 1996
Skills
Oracle, Oracle SQL, SQL*Plus, PL/SQL, Sybase, Microsoft SQL Server, Transact SQL, C/C++, Java, FIX Protocol..., MQ Series, TIBCO Rendezvous, WebSphere MQ, Unix, Unix Shell Scripting, Perl, Microfocus COBOL (and..., Application Architecture, SOA, SOAP, Weblogic, Tomcat, Web Services, T-SQL, Object Oriented Design, JSP, Database Design, JDBC, ASP, Shell Scripting, XML, Databases, Eclipse, Java Enterprise Edition, Design Patterns, UML, Software Design, J2EE Application...
Education
Rutgers, The State University of New Jersey-New Brunswick 1990 — 1993
Bachelor of Science (BS), Computer Science
Middlesex County College 1989 — 1990
SS&C Technologies May 2015 - Present
Bank of China Investment Management July 2013 - August 2013
The Renaissance Collaborative Inc. February 2013 - April 2013
Skills
Matlab, C++, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, C, LaTex, Research, Statistics, Python, Mandarin
Education
Illinois Institute of Technology 2012 — 2014
Master's Degree, Mathematical Finance
Jilin University 2007 — 2012
Bachelor of Science (BS), Mathematics and Applied Mathematics, 3.28/4.0
SS&C Technologies July 2006 - Present
Skills
Finance, Accounting, Accounts..., ADP Payroll, Auditing, Bank Reconciliation, Journal Entries, General Ledger, Great Plains Software, Microsoft Office, Microsoft Excel, QuickBooks, Customer Service, Employee Relations, Bookkeeping, Hotel Administration, Account Reconciliation, Accounts Payable, Accruals, Financial Analysis, Access, Accounts Receivable, High Level Of Accuracy, Expense Reports, Office Administration
Education
Oklahoma State University 1988 — 1993
Bachelor of Science (BS), Hotel and Restaurant Administration
SS&C Technologies December 2012 - Present
QuEST Global March 2011 - December 2012
The Hartford February 2007 - March 2011
Education
Manchester Community College 2000 — 2002
Associate's degree, Business/Office Automation/Technology/Data Entry