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
SS&C Technologies List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at SS&C Technologies. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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SS&C Technologies Employees
Employee
Years
Job
Industry
Andrea Hetzel Andrea Hetzel's SS&C Technologies Experience August 2014 - Present
Job Fund Accountant at SS&C Technologies
Industry Accounting
Experience
SS&C Technologies August 2014 - Present
Skills
Graphic Design, Creativity, Adobe Creative Suite, Illustrator, InDesign, Photoshop, Microsoft Word, Microsoft Excel, PowerPoint, Teamwork, Project Management, Mac OS, Analytical Skills, Highly detail oriented, Office Management, Logo Design, Typography, Spreadsheets, Accounting, Finance, Account Reconciliation
Education
University of Southern Indiana 2013 — 2014
Bachelor of Science (B.S.), Accounting and Professional Services
University of Southern Indiana 2013 — 2014
Finance
Rend Lake College 2012 — 2012
Associate of Arts (A.A.)
Rend Lake College 2012 — 2012
Associate of Science (A.S.)
Rend Lake College 2006 — 2007
Associates in Applied Science, Agriculture Business
Rend Lake College 2004 — 2006
Associates in Applied Science, Graphic Design
SS&C Technologies August 2014 - Present
Skills
Graphic Design, Creativity, Adobe Creative Suite, Illustrator, InDesign, Photoshop, Microsoft Word, Microsoft Excel, PowerPoint, Teamwork, Project Management, Mac OS, Analytical Skills, Highly detail oriented, Office Management, Logo Design, Typography, Spreadsheets, Accounting, Finance, Account Reconciliation
Education
University of Southern Indiana 2013 — 2014
Bachelor of Science (B.S.), Accounting and Professional Services
University of Southern Indiana 2013 — 2014
Finance
Rend Lake College 2012 — 2012
Associate of Arts (A.A.)
Rend Lake College 2012 — 2012
Associate of Science (A.S.)
Rend Lake College 2006 — 2007
Associates in Applied Science, Agriculture Business
Rend Lake College 2004 — 2006
Associates in Applied Science, Graphic Design
Roque Vargas Roque Vargas's SS&C Technologies Experience July 2015 - Present
Job Fund Accountant at SS&C Technologies
Industry Financial Services
Experience
SS&C Technologies July 2015 - Present
SS&C Technologies June 2014 - Present
SS&C Technologies June 2014 - Present
Holyoke Credit Union November 2012 - June 2014
Liberty Mutual Insurance May 2011 - November 2012
TD April 2010 - December 2010
TD July 2008 - April 2010
TD September 2007 - July 2008
Link to Life August 2005 - September 2007
Skills
Customer Service, Leadership, Retail Banking, Consumer Lending, Microsoft Excel, Microsoft Word, Time Management, Teamwork, Event Planning, Microsoft Office, Banking, Financial Analysis, Social Media, Accounting, Finance, Investments, Management, Public Speaking
Education
Westfield State College 2011 — 2013
Bachelor of Science (B.S.), Finance
Springfield Technical Community College 2007 — 2011
Associate of Science (A.S.), Business Administration Finance
SS&C Technologies July 2015 - Present
SS&C Technologies June 2014 - Present
SS&C Technologies June 2014 - Present
Holyoke Credit Union November 2012 - June 2014
Liberty Mutual Insurance May 2011 - November 2012
TD April 2010 - December 2010
TD July 2008 - April 2010
TD September 2007 - July 2008
Link to Life August 2005 - September 2007
Skills
Customer Service, Leadership, Retail Banking, Consumer Lending, Microsoft Excel, Microsoft Word, Time Management, Teamwork, Event Planning, Microsoft Office, Banking, Financial Analysis, Social Media, Accounting, Finance, Investments, Management, Public Speaking
Education
Westfield State College 2011 — 2013
Bachelor of Science (B.S.), Finance
Springfield Technical Community College 2007 — 2011
Associate of Science (A.S.), Business Administration Finance
Matthew Klahr Matthew Klahr's SS&C Technologies Experience September 2011 - November 2011
Job Senior Staff Accountant at Daigle, Smith & Chubet, LLC
Industry Accounting
Experience
Daigle, Smith & Chubet, LLC January 2015 - Present
Volain & Volain P.C. November 2013 - May 2014
Nathan Accounting Group December 2012 - April 2013
Daniele & Associates, LLC January 2012 - April 2012
SS&C Technologies September 2011 - November 2011
Daniele & Associate, LLC February 2011 - April 2011
Skills
Accounting, Financial Reporting, Account Reconciliation, Financial Accounting, Bookkeeping, QuickBooks, Tax, Journal Entries
Education
University of Hartford 2010 — 2010
Master of Science, Accounting and Taxtion
Quinnipiac University 2002 — 2007
Bachelor of Arts (BA), Interactive Digital Design
Daigle, Smith & Chubet, LLC January 2015 - Present
Volain & Volain P.C. November 2013 - May 2014
Nathan Accounting Group December 2012 - April 2013
Daniele & Associates, LLC January 2012 - April 2012
SS&C Technologies September 2011 - November 2011
Daniele & Associate, LLC February 2011 - April 2011
Skills
Accounting, Financial Reporting, Account Reconciliation, Financial Accounting, Bookkeeping, QuickBooks, Tax, Journal Entries
Education
University of Hartford 2010 — 2010
Master of Science, Accounting and Taxtion
Quinnipiac University 2002 — 2007
Bachelor of Arts (BA), Interactive Digital Design
Alex F. Ruder Alex F. Ruder's SS&C Technologies Experience January 2015 - May 2015
Job Accounting and Finance Graduate | Pursuing the CPA
Industry Accounting
Experience
SS&C Technologies January 2015 - May 2015
Edward Jones May 2012 - December 2014
VITA January 2012 - April 2014
Ascend May 2013 - December 2013
Skills
Leadership, Tax, Accounting, Auditing, Community Outreach, Financial Accounting, Microsoft Office, Data Analysis, PowerPoint, SAP, Microsoft Excel, Financial Statements, Access, Analysis, Management, Tax Returns, Tax Preparation, Investments, Microsoft Word, Public Speaking, Event Planning, Account Reconciliation, Finance, Time Management, Teamwork, Financial Analysis, Strategic Planning, Social Networking
Education
University of Southern Indiana 2014 — 2015
Post Baccalaureate in Professional Accountancy, Investment Accounting, 3.45 / 4.0
University of Southern Indiana 2014 — 2015
Bachelor's Degree, Finance, General, 3.45 / 4.0
Southern Illinois University, Carbondale 2010 — 2014
Bachelor’s Degree, Accounting, 3.0 / 4.0
Evansville Day School
SS&C Technologies January 2015 - May 2015
Edward Jones May 2012 - December 2014
VITA January 2012 - April 2014
Ascend May 2013 - December 2013
Skills
Leadership, Tax, Accounting, Auditing, Community Outreach, Financial Accounting, Microsoft Office, Data Analysis, PowerPoint, SAP, Microsoft Excel, Financial Statements, Access, Analysis, Management, Tax Returns, Tax Preparation, Investments, Microsoft Word, Public Speaking, Event Planning, Account Reconciliation, Finance, Time Management, Teamwork, Financial Analysis, Strategic Planning, Social Networking
Education
University of Southern Indiana 2014 — 2015
Post Baccalaureate in Professional Accountancy, Investment Accounting, 3.45 / 4.0
University of Southern Indiana 2014 — 2015
Bachelor's Degree, Finance, General, 3.45 / 4.0
Southern Illinois University, Carbondale 2010 — 2014
Bachelor’s Degree, Accounting, 3.0 / 4.0
Evansville Day School
Michelle Verga Michelle Verga's SS&C Technologies Experience November 2014 - Present
Job Senior Accountant at SS&C Technologies
Industry Management Consulting
Experience
SS&C Technologies November 2014 - Present
KPMG July 2014 - November 2014
Rothstein Kass November 2012 - July 2014
Skills
Auditing, External Audit, Accounting, Financial Accounting, Financial Reporting, US GAAP, IFRS, Assurance, Financial Services, Microsoft Excel, GAAP, Financial Statements
Education
St. John's University 2011 — 2012
Master of Business Administration (MBA), Accounting
St. John's University 2007 — 2011
Bachelor's degree, Accounting
SS&C Technologies November 2014 - Present
KPMG July 2014 - November 2014
Rothstein Kass November 2012 - July 2014
Skills
Auditing, External Audit, Accounting, Financial Accounting, Financial Reporting, US GAAP, IFRS, Assurance, Financial Services, Microsoft Excel, GAAP, Financial Statements
Education
St. John's University 2011 — 2012
Master of Business Administration (MBA), Accounting
St. John's University 2007 — 2011
Bachelor's degree, Accounting
Isaac Marrufo Isaac Marrufo's SS&C Technologies Experience October 2013 - Present
Job Accountant at SS&C Technologies
Industry Accounting
Experience
SS&C Technologies October 2013 - Present
PeirsonPatterson December 2011 - October 2013
Skills
Real Estate, Banking, Mortgage Lending, Risk Management, Access, Process Improvement, Mortgage Banking, Outlook, Leadership, Operations Management, Sales, Residential Mortgages, Marketing, Project Management, Event Planning
Education
Texas A&M University-Commerce 2012 — 2014
Master of Science (M.S.), Accounting
Southern Arkansas University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
SS&C Technologies October 2013 - Present
PeirsonPatterson December 2011 - October 2013
Skills
Real Estate, Banking, Mortgage Lending, Risk Management, Access, Process Improvement, Mortgage Banking, Outlook, Leadership, Operations Management, Sales, Residential Mortgages, Marketing, Project Management, Event Planning
Education
Texas A&M University-Commerce 2012 — 2014
Master of Science (M.S.), Accounting
Southern Arkansas University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Priya Sait Priya Sait's SS&C Technologies Experience December 2013 - Present
Job Fund Accountant
Industry Accounting
Experience
SS&C Technologies December 2013 - Present
Fulton Bank May 2011 - December 2013
Skills
Bank Secrecy Act, Teller Operations, Microsoft Word, Outlook, Banking Relationships, Customer Service, Microsoft Excel, Retail Banking, Deposits, Banking, Cash Management, Microsoft Office, Accounting, Account Reconciliation, Cash Flow, Financial Reporting
Education
Richard Stockton College of New Jersey 2007 — 2013
Bachelor of Science (BS), Accounting
SS&C Technologies December 2013 - Present
Fulton Bank May 2011 - December 2013
Skills
Bank Secrecy Act, Teller Operations, Microsoft Word, Outlook, Banking Relationships, Customer Service, Microsoft Excel, Retail Banking, Deposits, Banking, Cash Management, Microsoft Office, Accounting, Account Reconciliation, Cash Flow, Financial Reporting
Education
Richard Stockton College of New Jersey 2007 — 2013
Bachelor of Science (BS), Accounting
William Bormann William Bormann's SS&C Technologies Experience directorSS&C
Job Director at SS&C GlobeOp
Industry Financial Services
Experience
SS&C Technologies directorSS&C
Edison Parking 1986 - 1993
Skills
Hedge Funds
Education
Susquehanna University 1979 — 1983
Business, Accounting / Economics
SS&C Technologies directorSS&C
Edison Parking 1986 - 1993
Skills
Hedge Funds
Education
Susquehanna University 1979 — 1983
Business, Accounting / Economics
Nishan Seal Nishan Seal's SS&C Technologies Experience February 2010 - May 2012
Job Fund Accounting Manager at PineBridge Investments
Industry Financial Services
Experience
PineBridge Investments August 2015 - Present
J.P. Morgan May 2012 - July 2015
SS&C Technologies February 2010 - May 2012
Smolin Lupin & Co January 2009 - November 2009
GSC Group March 2007 - December 2008
Skills
Hedge Funds, Valuation, Private Equity, Equities, Microsoft Excel, Fund Accounting, Bloomberg, Auditing, Account Reconciliation, Economics, Bonds, Accounting, Financial Reporting, Investments, Fixed Income, Derivatives, Options, Asset Management, Accountants, Securities, Tax, Reconciliation, Excel, Alternative Investments, Quickbooks, Financial Modeling, DCF Valuation, Mergers & Acquisitions, Debt Restructuring, Financial Analysis, Corporate Finance
Education
New York University - Leonard N. Stern School of Business 2013 — 2016
Master of Business Administration (MBA), Accounting and Finance
Rutgers, The State University of New Jersey-Newark 2004 — 2008
B.A., Economics
Creekview High School 2002 — 2003
Diploma
PineBridge Investments August 2015 - Present
J.P. Morgan May 2012 - July 2015
SS&C Technologies February 2010 - May 2012
Smolin Lupin & Co January 2009 - November 2009
GSC Group March 2007 - December 2008
Skills
Hedge Funds, Valuation, Private Equity, Equities, Microsoft Excel, Fund Accounting, Bloomberg, Auditing, Account Reconciliation, Economics, Bonds, Accounting, Financial Reporting, Investments, Fixed Income, Derivatives, Options, Asset Management, Accountants, Securities, Tax, Reconciliation, Excel, Alternative Investments, Quickbooks, Financial Modeling, DCF Valuation, Mergers & Acquisitions, Debt Restructuring, Financial Analysis, Corporate Finance
Education
New York University - Leonard N. Stern School of Business 2013 — 2016
Master of Business Administration (MBA), Accounting and Finance
Rutgers, The State University of New Jersey-Newark 2004 — 2008
B.A., Economics
Creekview High School 2002 — 2003
Diploma
Steve Leivent Steve Leivent's SS&C Technologies Experience August 2015 - Present
Job SVP of Advisory Client Experience, Advent
Industry Financial Services
Experience
SS&C Technologies August 2015 - Present
Advent Software January 2012 - August 2015
Advent Software June 1998 - December 2011
Skills
Asset Management, Alternative Investments, Business Analysis, Equities, Financial Services, Investments, Hedge Funds, Portfolio Management, SaaS, Fixed Income, Product Management, Salesforce.com
Education
Rowan University 1994 — 1998
Bachelor of Science (BS), Economics
SS&C Technologies August 2015 - Present
Advent Software January 2012 - August 2015
Advent Software June 1998 - December 2011
Skills
Asset Management, Alternative Investments, Business Analysis, Equities, Financial Services, Investments, Hedge Funds, Portfolio Management, SaaS, Fixed Income, Product Management, Salesforce.com
Education
Rowan University 1994 — 1998
Bachelor of Science (BS), Economics
Anthony A. Gallo, CPA, CFA Anthony A. Gallo, CPA, CFA's SS&C Technologies Experience January 1998 - September 2000
Job Chairman & CEO Beacon Financial Services LLC
Industry Financial Services
Experience
Beacon Fund Services April 2010 - Present
Beacon Financial Services LLC April 2010 - Present
Beacon Accounting Services April 2010 - Present
Investorgrade May 2011 - March 2012
Citi HedgeFund Services Inc July 2008 - January 2010
Globeop Financial Services, LLC September 2007 - July 2008
Fortune Consulting Group Inc January 2000 - January 2007
SS&C Technologies January 1998 - September 2000
Prism Holdings, Inc January 1991 - January 1998
J&W Seligman January 1985 - January 1991
Skills
CPA CFA, QuickBooks Certified, Business Relationship..., Hedge Funds, CPA, Strategy, Mergers & Acquisitions, Finance, CRM, Private Equity, Business Development, Competitive Analysis, Training, Start-ups, Due Diligence, Leadership, Financial Modeling, Investments, Alternative Investments, Accounting, Fund Of Funds, Management, Valuation, Investor Relations, Financial Services, Portfolio Management, Mutual Funds, Process Improvement, Asset Management, Executive Management, Venture Capital
Education
Pace University 1977 — 1981
Master of Business Administration, Taxation
Beacon Fund Services April 2010 - Present
Beacon Financial Services LLC April 2010 - Present
Beacon Accounting Services April 2010 - Present
Investorgrade May 2011 - March 2012
Citi HedgeFund Services Inc July 2008 - January 2010
Globeop Financial Services, LLC September 2007 - July 2008
Fortune Consulting Group Inc January 2000 - January 2007
SS&C Technologies January 1998 - September 2000
Prism Holdings, Inc January 1991 - January 1998
J&W Seligman January 1985 - January 1991
Skills
CPA CFA, QuickBooks Certified, Business Relationship..., Hedge Funds, CPA, Strategy, Mergers & Acquisitions, Finance, CRM, Private Equity, Business Development, Competitive Analysis, Training, Start-ups, Due Diligence, Leadership, Financial Modeling, Investments, Alternative Investments, Accounting, Fund Of Funds, Management, Valuation, Investor Relations, Financial Services, Portfolio Management, Mutual Funds, Process Improvement, Asset Management, Executive Management, Venture Capital
Education
Pace University 1977 — 1981
Master of Business Administration, Taxation
Gregory Perez, CPA Gregory Perez, CPA's SS&C Technologies Experience September 2007 - November 2010
Job Assistant Vice President at The Blackstone Group
Industry Financial Services
Experience
The Blackstone Group January 2012 - Present
J.P. Morgan November 2010 - January 2012
SS&C Technologies September 2007 - November 2010
Skills
Accounting, Alternative Investments, Financial Accounting, Private Equity, Fund Accounting, Financial Reporting, Excel, CPA, General Ledger, US GAAP, Finance, Valuation
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2007 — 2008
Masters, Financial Accounting
Rutgers, The State University of New Jersey - Rutgers Business School 2005 — 2007
Bachelors of Science, Accounting
The Blackstone Group January 2012 - Present
J.P. Morgan November 2010 - January 2012
SS&C Technologies September 2007 - November 2010
Skills
Accounting, Alternative Investments, Financial Accounting, Private Equity, Fund Accounting, Financial Reporting, Excel, CPA, General Ledger, US GAAP, Finance, Valuation
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2007 — 2008
Masters, Financial Accounting
Rutgers, The State University of New Jersey - Rutgers Business School 2005 — 2007
Bachelors of Science, Accounting
Amit Mistry's SS&C Technologies Experience January 2014 - Present
Job Reconciliation Consultant at SS&C Technologies
Industry Computer Software
Experience
SS&C Technologies January 2014 - Present
Prophix Software January 2013 - January 2014
Bottomline Technologies January 2011 - June 2012
Bottomline Technologies February 2006 - December 2010
GE Security April 1999 - October 2005
Skills
Business, Requirements Analysis, Integration, User Acceptance Testing, SDLC, Business Analysis, Requirements Gathering, Testing, SaaS, Business Process, XML, Pre-sales, Software Documentation, Systems Analysis, Technical Support, Service Delivery, Software Implementation, Document Management, SWIFT payments, BACS, AML, Client Development, Consulting, Microsoft SQL Server, Troubleshooting, Vendor Management, SQL, Unix, Oracle, Analysis
Education
Sheridan College 1999 — 2002
Diploma, Computer Science Technology
John Fraser Secondary School 1996 — 1998
Ontario Secondary School Diploma
SS&C Technologies January 2014 - Present
Prophix Software January 2013 - January 2014
Bottomline Technologies January 2011 - June 2012
Bottomline Technologies February 2006 - December 2010
GE Security April 1999 - October 2005
Skills
Business, Requirements Analysis, Integration, User Acceptance Testing, SDLC, Business Analysis, Requirements Gathering, Testing, SaaS, Business Process, XML, Pre-sales, Software Documentation, Systems Analysis, Technical Support, Service Delivery, Software Implementation, Document Management, SWIFT payments, BACS, AML, Client Development, Consulting, Microsoft SQL Server, Troubleshooting, Vendor Management, SQL, Unix, Oracle, Analysis
Education
Sheridan College 1999 — 2002
Diploma, Computer Science Technology
John Fraser Secondary School 1996 — 1998
Ontario Secondary School Diploma
Waqas Malik Waqas Malik's SS&C Technologies Experience October 2014 - Present
Job Senior Fund Accountant at SS&C Technologies
Industry Banking
Experience
SS&C Technologies October 2014 - Present
Skills
Accounting, Financial Reporting, Cash Management, Financial Analysis, Banking, Finance, Financial Statements, Fixed Assets, Account Reconciliation, Financial Accounting, Reconciliation, GAAP, General Ledger, US GAAP, Accounts Payable, Accounts Receivable, Journal Entries, Bloomberg Terminal, Outstanding time..., Customer Service, Computers, QuickBooks, Bloomberg, Bookkeeping, Microsoft Office
Education
Queens College 2003 — 2007
B.A., Accounting
SS&C Technologies October 2014 - Present
Skills
Accounting, Financial Reporting, Cash Management, Financial Analysis, Banking, Finance, Financial Statements, Fixed Assets, Account Reconciliation, Financial Accounting, Reconciliation, GAAP, General Ledger, US GAAP, Accounts Payable, Accounts Receivable, Journal Entries, Bloomberg Terminal, Outstanding time..., Customer Service, Computers, QuickBooks, Bloomberg, Bookkeeping, Microsoft Office
Education
Queens College 2003 — 2007
B.A., Accounting
Kari McLeod, MBA's SS&C Technologies Experience 2014 - 2014
Job Financial Planning and Guidance for Women in Transition
Industry Financial Services
Experience
Pangaro Wealth Management 2014 - Present
Don Connelly & Associates 2015 - Present
SS&C Technologies 2014 - 2014
Prudential Financial 2012 - 2013
Prudential Financial 2008 - 2012
Prudential Financial 2008 - 2012
Prudential Financial 2006 - 2008
Hartford Life 2004 - 2006
Skills
Personal Financial..., Life Transitions, Professional Women, Financial Analysis, Finance, Analysis, Financial Reporting, Forecasting, Management, Process Improvement, Strategy, Business Process..., Accounting, Insurance, Business Analysis, Banking, Auditing, Investments, Business Planning, Financial Services, Business Development, Project Management, Business Strategy, Financial Statement..., Strategic Planning, Organizational..., Event Planning, Organizational Climate, Financial Planning
Education
Southern New Hampshire University 2004 — 2007
MBA
Southern New Hampshire University 1996 — 2001
BS
Pangaro Wealth Management 2014 - Present
Don Connelly & Associates 2015 - Present
SS&C Technologies 2014 - 2014
Prudential Financial 2012 - 2013
Prudential Financial 2008 - 2012
Prudential Financial 2008 - 2012
Prudential Financial 2006 - 2008
Hartford Life 2004 - 2006
Skills
Personal Financial..., Life Transitions, Professional Women, Financial Analysis, Finance, Analysis, Financial Reporting, Forecasting, Management, Process Improvement, Strategy, Business Process..., Accounting, Insurance, Business Analysis, Banking, Auditing, Investments, Business Planning, Financial Services, Business Development, Project Management, Business Strategy, Financial Statement..., Strategic Planning, Organizational..., Event Planning, Organizational Climate, Financial Planning
Education
Southern New Hampshire University 2004 — 2007
MBA
Southern New Hampshire University 1996 — 2001
BS
Stephan Petrov Stephan Petrov's SS&C Technologies Experience April 2014 - Present
Job Treasurer at SS&C Technologies
Industry Financial Services
Experience
SS&C Technologies April 2014 - Present
PMC Treasury March 2012 - February 2014
CIGNA Healthcare January 2010 - May 2011
Odyssey Re April 2007 - January 2010
ALSTOM April 2001 - April 2007
Reader's Digest June 1999 - November 2000
RJR Nabisco May 1997 - April 1999
GTE Corporation June 1996 - May 1997
The Pittston Company September 1995 - May 1996
Border's Group October 1991 - September 1995
Skills
Treasury, Banking, Investments, Cash Flow, Credit, Funding, Treasury Management, Cash Management, Financial Analysis, Financial Modeling, Management, Risk Management, Foreign Exchange, Corporate Finance, Finance, Sarbanes-Oxley
Education
The University of Connecticut 2006 — 2008
Accounting Certificate, Accounting
Sacred Heart University 1999 — 2001
MBA, International Business
University of Bridgeport 1987 — 1991
BS, Finance
SS&C Technologies April 2014 - Present
PMC Treasury March 2012 - February 2014
CIGNA Healthcare January 2010 - May 2011
Odyssey Re April 2007 - January 2010
ALSTOM April 2001 - April 2007
Reader's Digest June 1999 - November 2000
RJR Nabisco May 1997 - April 1999
GTE Corporation June 1996 - May 1997
The Pittston Company September 1995 - May 1996
Border's Group October 1991 - September 1995
Skills
Treasury, Banking, Investments, Cash Flow, Credit, Funding, Treasury Management, Cash Management, Financial Analysis, Financial Modeling, Management, Risk Management, Foreign Exchange, Corporate Finance, Finance, Sarbanes-Oxley
Education
The University of Connecticut 2006 — 2008
Accounting Certificate, Accounting
Sacred Heart University 1999 — 2001
MBA, International Business
University of Bridgeport 1987 — 1991
BS, Finance
Kuma Palani Kuma Palani's SS&C Technologies Experience January 1999 - December 2005
Job Consultant & Project Management
Industry Management Consulting
Experience
Business / Technology / Software / Project Management / Supply Chain Consultant February 2013 - Present
+ Food & Beverage Expertise January 2006 - January 2013
SS&C Technologies January 1999 - December 2005
SS&C Technologies November 1994 - December 1998
Education
Rider University 1992 — 1994
MBA, International Business / Economics
Rider University 1987 — 1991
BSBA, Accounting and Finance (Double Majors)
Business / Technology / Software / Project Management / Supply Chain Consultant February 2013 - Present
+ Food & Beverage Expertise January 2006 - January 2013
SS&C Technologies January 1999 - December 2005
SS&C Technologies November 1994 - December 1998
Education
Rider University 1992 — 1994
MBA, International Business / Economics
Rider University 1987 — 1991
BSBA, Accounting and Finance (Double Majors)
Robert Czesak's SS&C Technologies Experience July 2008 - August 2015
Job Accounting Director at Broadscope Fund Administrators
Industry Financial Services
Experience
Broadscope Fund Administrators September 2015 - Present
SS&C Technologies July 2008 - August 2015
Credit Suisse February 2005 - May 2008
Northport April 2003 - February 2005
Skills
Financial Reporting, Accounting, Fund Accounting, Reconciliation, General Ledger, US GAAP, IFRS, Private Equity, Hedge Funds, Royalties, Loans, Budgeting
Education
The College of New Jersey 1999 — 2003
BS, Finance
Broadscope Fund Administrators September 2015 - Present
SS&C Technologies July 2008 - August 2015
Credit Suisse February 2005 - May 2008
Northport April 2003 - February 2005
Skills
Financial Reporting, Accounting, Fund Accounting, Reconciliation, General Ledger, US GAAP, IFRS, Private Equity, Hedge Funds, Royalties, Loans, Budgeting
Education
The College of New Jersey 1999 — 2003
BS, Finance
Mark Dey's SS&C Technologies Experience 2012 - Present
Job Director of Change Management at SS&C GlobeOp
Industry Financial Services
Experience
SS&C Technologies 2012 - Present
GlobeOp March 2004 - Present
Globeop Financial Services 2004 - Present
170 Systems June 2003 - March 2004
Akamai Technologies May 2000 - March 2003
Skills
Change Management, Process Improvement, Relationship Management
Education
Rensselaer Polytechnic Institute 1994 — 1998
Bachelor of Science (BS), Computer Science
SS&C Technologies 2012 - Present
GlobeOp March 2004 - Present
Globeop Financial Services 2004 - Present
170 Systems June 2003 - March 2004
Akamai Technologies May 2000 - March 2003
Skills
Change Management, Process Improvement, Relationship Management
Education
Rensselaer Polytechnic Institute 1994 — 1998
Bachelor of Science (BS), Computer Science
Carla Jones-Nelson Carla Jones-Nelson's SS&C Technologies Experience June 2004 - Present
Job Senior Data Analyst (Fixed Income)
Industry Financial Services
Experience
SS&C Technologies June 2004 - Present
Laborie May 2002 - June 2004
Skills
Financial Analysis, Analysis, Management, Software Documentation, Business Analysis, Bloomberg, Data Analysis, Financial Modeling, Fixed Income, Project Management, Microsoft Excel, Banking, Microsoft Office, Business Requirements, Databases, Leadership, Process Improvement, Visio, Strategic Planning, Project Planning
Education
Ryerson University 1998 — 2003
Batchelor of Commerce, Finance
Morning Star Secondary School 1993 — 1997
SS&C Technologies June 2004 - Present
Laborie May 2002 - June 2004
Skills
Financial Analysis, Analysis, Management, Software Documentation, Business Analysis, Bloomberg, Data Analysis, Financial Modeling, Fixed Income, Project Management, Microsoft Excel, Banking, Microsoft Office, Business Requirements, Databases, Leadership, Process Improvement, Visio, Strategic Planning, Project Planning
Education
Ryerson University 1998 — 2003
Batchelor of Commerce, Finance
Morning Star Secondary School 1993 — 1997
Mike Benish Mike Benish's SS&C Technologies Experience 2001 - 2005
Job Director, Client and Vendor Management at Toronto Stock Exchange
Industry Capital Markets
Experience
Toronto Stock Exchange April 2015 - Present
Toronto Stock Exchange 2010 - April 2015
Toronto Stock Exchange 2008 - 2010
Toronto Stock Exchange 2005 - 2008
SS&C Technologies 2001 - 2005
Skills
Disaster Recovery, Servers, High Availability, Data Center, Server Architecture, TCP/IP, Electronic Trading, Storage, IT Management, Security, IT Operations, Software Documentation, Change Management, Solaris, Enterprise Software, Server Administration, Trading Systems, Distributed Systems, Solution Architecture, IT Strategy, Integration, Shell Scripting, Project Delivery, Virtualization, Business Continuity, Team Leadership, Linux, SAN, Red Hat Linux, VMware, 24/7 Operations, Audit Compliance, Hosting, Operating Systems, VMware ESX, Cisco Technologies, DNS, Application Performance..., Application Lifecycle..., Control-M
Education
Ryerson University
Toronto Stock Exchange April 2015 - Present
Toronto Stock Exchange 2010 - April 2015
Toronto Stock Exchange 2008 - 2010
Toronto Stock Exchange 2005 - 2008
SS&C Technologies 2001 - 2005
Skills
Disaster Recovery, Servers, High Availability, Data Center, Server Architecture, TCP/IP, Electronic Trading, Storage, IT Management, Security, IT Operations, Software Documentation, Change Management, Solaris, Enterprise Software, Server Administration, Trading Systems, Distributed Systems, Solution Architecture, IT Strategy, Integration, Shell Scripting, Project Delivery, Virtualization, Business Continuity, Team Leadership, Linux, SAN, Red Hat Linux, VMware, 24/7 Operations, Audit Compliance, Hosting, Operating Systems, VMware ESX, Cisco Technologies, DNS, Application Performance..., Application Lifecycle..., Control-M
Education
Ryerson University
Sumandeep (Simmi) Singh, CPA, CGA Sumandeep (Simmi) Singh, CPA, CGA's SS&C Technologies Experience August 2010 - September 2012
Job Sr. Hedge Fund Accountant at CACEIS
Industry Investment Management
Experience
CACEIS May 2014 - Present
SS&C GlobeOp October 2012 - April 2013
SS&C Technologies August 2010 - September 2012
Borden Ladner Gervais LLP May 2009 - July 2010
Osler, Hoskin & Harcourt LLP February 2008 - April 2009
Bullet Road Link Inc. 2005 - 2007
Skills
Financial Reporting, Internal Audit, Accounting, Finance, US GAAP, Financial Audits, Financial Statements, Financial Analysis, Internal Controls, Derivatives, Fund Accounting, Hedge Funds, Financial Accounting, IFRS, Account Reconciliation, Bloomberg
Education
Punjabi University
M. Comm., Commerce
Punjabi University
Post Graduate Diploma in Computer Application, IT
CACEIS May 2014 - Present
SS&C GlobeOp October 2012 - April 2013
SS&C Technologies August 2010 - September 2012
Borden Ladner Gervais LLP May 2009 - July 2010
Osler, Hoskin & Harcourt LLP February 2008 - April 2009
Bullet Road Link Inc. 2005 - 2007
Skills
Financial Reporting, Internal Audit, Accounting, Finance, US GAAP, Financial Audits, Financial Statements, Financial Analysis, Internal Controls, Derivatives, Fund Accounting, Hedge Funds, Financial Accounting, IFRS, Account Reconciliation, Bloomberg
Education
Punjabi University
M. Comm., Commerce
Punjabi University
Post Graduate Diploma in Computer Application, IT
Axar Patel Axar Patel's SS&C Technologies Experience June 2015 - Present
Job Software Developer at SS&C Technologies
Industry Computer Software
Experience
SS&C Technologies June 2015 - Present
Cineplex Entertainment January 2014 - June 2015
Makita Canada April 2013 - January 2014
Advantage International April 2011 - August 2012
Skills
Programming, ASP.NET MVC, ASP.NET, PHP, HTML, .NET, Microsoft SQL Server, MySQL, Web Development, Visual Studio, JavaScript, CSS, C#, HTML5
Education
Wayne State University 2008 — 2010
Bachelor's degree, Computer Science
Seneca College of Applied Arts and Technology 2007 — 2008
Woburn Collegiate Institute
SS&C Technologies June 2015 - Present
Cineplex Entertainment January 2014 - June 2015
Makita Canada April 2013 - January 2014
Advantage International April 2011 - August 2012
Skills
Programming, ASP.NET MVC, ASP.NET, PHP, HTML, .NET, Microsoft SQL Server, MySQL, Web Development, Visual Studio, JavaScript, CSS, C#, HTML5
Education
Wayne State University 2008 — 2010
Bachelor's degree, Computer Science
Seneca College of Applied Arts and Technology 2007 — 2008
Woburn Collegiate Institute
David Tolman David Tolman's SS&C Technologies Experience May 2005 - July 2007
Job
Industry Financial Services
Experience
J.P. Morgan March 2011 - September 2011
BlackRock August 2007 - April 2010
SS&C Technologies May 2005 - July 2007
Skills
Fixed Income, Bloomberg Terminal, Bloomberg, Derivatives, Equities, Alternative Investments, Capital Markets, Bonds, Investment Banking, Securities, Mutual Funds, Trading, Credit Derivatives, Options, Financial Markets, Valuation, Financial Services, Middle Office, Swaps, Hedge Funds, Investments
Education
Rutgers University-New Brunswick 1999 — 2003
Bachelor of Arts (B.A.)
J.P. Morgan March 2011 - September 2011
BlackRock August 2007 - April 2010
SS&C Technologies May 2005 - July 2007
Skills
Fixed Income, Bloomberg Terminal, Bloomberg, Derivatives, Equities, Alternative Investments, Capital Markets, Bonds, Investment Banking, Securities, Mutual Funds, Trading, Credit Derivatives, Options, Financial Markets, Valuation, Financial Services, Middle Office, Swaps, Hedge Funds, Investments
Education
Rutgers University-New Brunswick 1999 — 2003
Bachelor of Arts (B.A.)
Alireza Mohamadi-Nia Alireza Mohamadi-Nia's SS&C Technologies Experience November 2012 - Present
Job Database Developer at SS&C Technologies
Industry Computer Software
Experience
SS&C Technologies November 2012 - Present
Axis-DBM November 2010 - November 2012
City of Toronto, Employment and Social Services January 2010 - October 2010
Metro Waste Paper Recovery Ltd September 2008 - December 2009
AAL Solutions Ltd. July 2007 - September 2008
Pooya Co. Inc. 2002 - 2006
Noritazeh Ltd. 2000 - 2002
Gueno Consulting Eng January 1996 - January 2000
Skills
Database Marketing, AJAX, C#, Microsoft SQL Server, XML, Databases, .NET, JavaScript, PL/SQL, SQL, Business Intelligence, Database Design, Web Services, SDLC, Visual Basic, Oracle, Business Analysis, Database-driven Web..., Crystal Reports, Data Mining, ASP.NET, ADO.NET
Education
University of Toronto 2007 — 2007
Post Graduate Diploma, Web Development & Oracle Administration
Seneca College of Applied Arts and Technology 2006 — 2006
Red Hat Linux administration (Fedora Core)
Azad University 1990 — 1996
B. Sc. Applied Mathematics, Computer
SS&C Technologies November 2012 - Present
Axis-DBM November 2010 - November 2012
City of Toronto, Employment and Social Services January 2010 - October 2010
Metro Waste Paper Recovery Ltd September 2008 - December 2009
AAL Solutions Ltd. July 2007 - September 2008
Pooya Co. Inc. 2002 - 2006
Noritazeh Ltd. 2000 - 2002
Gueno Consulting Eng January 1996 - January 2000
Skills
Database Marketing, AJAX, C#, Microsoft SQL Server, XML, Databases, .NET, JavaScript, PL/SQL, SQL, Business Intelligence, Database Design, Web Services, SDLC, Visual Basic, Oracle, Business Analysis, Database-driven Web..., Crystal Reports, Data Mining, ASP.NET, ADO.NET
Education
University of Toronto 2007 — 2007
Post Graduate Diploma, Web Development & Oracle Administration
Seneca College of Applied Arts and Technology 2006 — 2006
Red Hat Linux administration (Fedora Core)
Azad University 1990 — 1996
B. Sc. Applied Mathematics, Computer
Robert Serena, Risk Management Executive's SS&C Technologies Experience June 1995 - April 1996
Job Director, Risk Management Americas
Industry Oil & Energy
Experience
Wood Mackenzie February 2013 - March 2015
British Petroleum March 2010 - December 2012
Shell Oil Company April 2008 - March 2010
Fortis Bank/Duke Energy Corp October 2003 - April 2008
EY March 2003 - October 2003
Dynegy April 2001 - June 2002
American National March 2000 - March 2001
AIG May 1996 - February 2000
SS&C Technologies June 1995 - April 1996
Life Reassurance Corp August 1994 - May 1995
Skills
Risk Management, Enterprise Risk..., Financial Risk, Data Analysis, Operational Risk..., Project Management, Quantitative Analytics, Team Leadership, Risk Analysis, Commodity, Analysis, Due Diligence, Risk Assessment, Financial Services, Operational Risk, Finance, Team Building, Life Insurance, Market Risk, Program Management, Energy Markets, Portfolio Management, Leadership, Strategy, Process Improvement, Derivatives, Technical Presentations, Training & Development, Quantitative Analysis, Regulatory Reporting, Commercial Insurance, Actuarial Science, Credit Risk, Employee Training, Trading, Valuation, Governance, Financial Modeling, Workers Compensation, Hedging, Financial Analysis
Education
Rice University 1983 — 1987
BS, Electrical Engineering
University of New Haven 1988 — 1991
MS, Operations Research
Wood Mackenzie February 2013 - March 2015
British Petroleum March 2010 - December 2012
Shell Oil Company April 2008 - March 2010
Fortis Bank/Duke Energy Corp October 2003 - April 2008
EY March 2003 - October 2003
Dynegy April 2001 - June 2002
American National March 2000 - March 2001
AIG May 1996 - February 2000
SS&C Technologies June 1995 - April 1996
Life Reassurance Corp August 1994 - May 1995
Skills
Risk Management, Enterprise Risk..., Financial Risk, Data Analysis, Operational Risk..., Project Management, Quantitative Analytics, Team Leadership, Risk Analysis, Commodity, Analysis, Due Diligence, Risk Assessment, Financial Services, Operational Risk, Finance, Team Building, Life Insurance, Market Risk, Program Management, Energy Markets, Portfolio Management, Leadership, Strategy, Process Improvement, Derivatives, Technical Presentations, Training & Development, Quantitative Analysis, Regulatory Reporting, Commercial Insurance, Actuarial Science, Credit Risk, Employee Training, Trading, Valuation, Governance, Financial Modeling, Workers Compensation, Hedging, Financial Analysis
Education
Rice University 1983 — 1987
BS, Electrical Engineering
University of New Haven 1988 — 1991
MS, Operations Research
Joni Shtembari's SS&C Technologies Experience August 2012 - July 2014
Job Compliance Senior Associate at Cigna
Industry Financial Services
Experience
Cigna August 2014 - Present
SS&C Technologies August 2012 - July 2014
MassMutual Financial Group June 2011 - August 2011
Bank of America June 2009 - January 2011
Franklin Trust Federal Credit Union August 2007 - June 2009
Skills
Time Management, Microsoft Excel, Social Networking, Customer Service, Credit, Loans, PowerPoint, Accounts Payable, Coaching, Financial Analysis, Research, Compliance, Anti Money Laundering, Data Analysis, Finance, Analysis, Management, Leadership, Public Speaking, Microsoft Office
Education
The University of Connecticut
Master of Business Administration (MBA)
Trinity College-Hartford 2008 — 2012
BA, Political Science
Stockholm University
Study Abroad
Cigna August 2014 - Present
SS&C Technologies August 2012 - July 2014
MassMutual Financial Group June 2011 - August 2011
Bank of America June 2009 - January 2011
Franklin Trust Federal Credit Union August 2007 - June 2009
Skills
Time Management, Microsoft Excel, Social Networking, Customer Service, Credit, Loans, PowerPoint, Accounts Payable, Coaching, Financial Analysis, Research, Compliance, Anti Money Laundering, Data Analysis, Finance, Analysis, Management, Leadership, Public Speaking, Microsoft Office
Education
The University of Connecticut
Master of Business Administration (MBA)
Trinity College-Hartford 2008 — 2012
BA, Political Science
Stockholm University
Study Abroad
Benny LoCascio Benny LoCascio's SS&C Technologies Experience January 2015 - Present
Job Managing Director of Operations at SS&C Technologies
Industry Financial Services
Experience
SS&C Technologies January 2015 - Present
SS&C GlobeOp Financial Services January 2012 - December 2014
KBC Financial Products April 2000 - January 2012
Bankers Trust/Deutsche Bank October 1993 - April 2000
Skills
Derivatives, Hedge Funds, Securities, Options, Corporate Actions, Collateral Management, Equities, Fixed Income, Operational Risk, Prime Brokerage, Back Office, Settlement, Swaps, Structured Products, Funding, Banking, Credit Derivatives, Process Improvement, Process Engineering, Cash Management, Accounting, Financial Markets, Capital Markets, Bonds, Management, Account Reconciliation, Financial Risk, Trading, Due Diligence, Financial Services, Fund Accounting, Investment Banking, Middle Office, Securities Lending, Equity Derivatives, Alternative Investments, Mergers & Acquisitions, Treasury, Asset Management, SWIFT payments, FX Options, Trading Systems, Interest Rate..., Fund Administration, Electronic Trading, Relationship Management, Fund Of Funds, CDS, SWIFT Payments, Compensation
Education
Pace University - Lubin School of Business 1989 — 1993
BA, Accounting
SS&C Technologies January 2015 - Present
SS&C GlobeOp Financial Services January 2012 - December 2014
KBC Financial Products April 2000 - January 2012
Bankers Trust/Deutsche Bank October 1993 - April 2000
Skills
Derivatives, Hedge Funds, Securities, Options, Corporate Actions, Collateral Management, Equities, Fixed Income, Operational Risk, Prime Brokerage, Back Office, Settlement, Swaps, Structured Products, Funding, Banking, Credit Derivatives, Process Improvement, Process Engineering, Cash Management, Accounting, Financial Markets, Capital Markets, Bonds, Management, Account Reconciliation, Financial Risk, Trading, Due Diligence, Financial Services, Fund Accounting, Investment Banking, Middle Office, Securities Lending, Equity Derivatives, Alternative Investments, Mergers & Acquisitions, Treasury, Asset Management, SWIFT payments, FX Options, Trading Systems, Interest Rate..., Fund Administration, Electronic Trading, Relationship Management, Fund Of Funds, CDS, SWIFT Payments, Compensation
Education
Pace University - Lubin School of Business 1989 — 1993
BA, Accounting
Tavish Fitzpatrick Tavish Fitzpatrick's SS&C Technologies Experience June 2014 - Present
Job Staff Accountant at SS&C Technologies
Industry Investment Management
Experience
SS&C Technologies June 2014 - Present
INROADS March 2011 - January 2014
The Hartford June 2013 - October 2013
The Hartford May 2012 - February 2013
The Hartford June 2011 - August 2011
John J. Nerden R.T.C. Camp June 2010 - August 2010
Skills
CAMRA, Investment Accounting, College Recruiting, PeopleSoft, Onboarding, Recruiting, Access, Resume Writing, Applicant Tracking..., Talent Management, Career Development, Organizational Design, Employee Relations, Employee Engagement, Outlook, Talent Acquisition, Insurance, Leadership Development, Microsoft Excel, Financial Analysis, Process Improvement, Microsoft Office
Education
Quinnipiac University 2010 — 2014
BA, Accounting
Xavier High School 2006 — 2010
SS&C Technologies June 2014 - Present
INROADS March 2011 - January 2014
The Hartford June 2013 - October 2013
The Hartford May 2012 - February 2013
The Hartford June 2011 - August 2011
John J. Nerden R.T.C. Camp June 2010 - August 2010
Skills
CAMRA, Investment Accounting, College Recruiting, PeopleSoft, Onboarding, Recruiting, Access, Resume Writing, Applicant Tracking..., Talent Management, Career Development, Organizational Design, Employee Relations, Employee Engagement, Outlook, Talent Acquisition, Insurance, Leadership Development, Microsoft Excel, Financial Analysis, Process Improvement, Microsoft Office
Education
Quinnipiac University 2010 — 2014
BA, Accounting
Xavier High School 2006 — 2010
Gregory Goeppel Gregory Goeppel's SS&C Technologies Experience September 2009 - Present
Job Web Developer at SS&C Technologies
Industry Computer Software
Experience
SS&C Technologies September 2009 - Present
Siemens Enterprise Communications August 2000 - July 2009
SER Solutions 2000 - 2009
Forex Clearing Corp. August 1995 - August 2000
TCI Engineering Services September 1990 - May 1995
Skills
WinForms, Microsoft SQL Server, ADO.NET, SQL, C#, Software Development, WPF, Design Patterns, GUI, .NET, XML, Visual Studio
Education
Norwalk Community College 1991 — 1993
Data Processing
University of Connecticut 1989 — 1989
Business
Purchase College, SUNY 1988 — 1989
Business
SS&C Technologies September 2009 - Present
Siemens Enterprise Communications August 2000 - July 2009
SER Solutions 2000 - 2009
Forex Clearing Corp. August 1995 - August 2000
TCI Engineering Services September 1990 - May 1995
Skills
WinForms, Microsoft SQL Server, ADO.NET, SQL, C#, Software Development, WPF, Design Patterns, GUI, .NET, XML, Visual Studio
Education
Norwalk Community College 1991 — 1993
Data Processing
University of Connecticut 1989 — 1989
Business
Purchase College, SUNY 1988 — 1989
Business
Paul Wentworth Paul Wentworth's SS&C Technologies Experience February 2005 - January 2009
Job Software Engineer at Truarchs Online
Industry Computer Software
Experience
Truarchs Online, LLC December 2010 - Present
Truarchs Online, llc - The Art and Science of Facilities ® 2010 - Present
SS&C Technologies February 2005 - January 2009
Corrigo February 2000 - May 2001
Skills
VB.NET, Oracle PL/SQL..., C#, T-SQL, Microsoft SQL Server, Oracle, XML, ASP.NET, Databases, AJAX, ASP, SQL, JavaScript, HTML, Visual Basic, Web Development, Programming, jQuery, ETL, Database Administration, Database Design, Relational Data Modeling
Education
SUNY Adirondack 1982 — 1985
AAS, Registered Nursing
Truarchs Online, LLC December 2010 - Present
Truarchs Online, llc - The Art and Science of Facilities ® 2010 - Present
SS&C Technologies February 2005 - January 2009
Corrigo February 2000 - May 2001
Skills
VB.NET, Oracle PL/SQL..., C#, T-SQL, Microsoft SQL Server, Oracle, XML, ASP.NET, Databases, AJAX, ASP, SQL, JavaScript, HTML, Visual Basic, Web Development, Programming, jQuery, ETL, Database Administration, Database Design, Relational Data Modeling
Education
SUNY Adirondack 1982 — 1985
AAS, Registered Nursing
Barry Wilson Barry Wilson's SS&C Technologies Experience November 2009 - September 2013
Job Senior Vice President at Antares Capital
Industry Financial Services
Experience
Antares Capital September 2014 - Present
AllianceBernstein September 2013 - 2014
SS&C Technologies November 2009 - September 2013
Mariner Tricadia Credit Strategies Master Fund and Tiptree Financial Partners August 2009 - August 2010
Gemini Partners April 2009 - September 2009
Mesirow Financial February 2009 - March 2009
Blue Mountain Capital LLC April 2008 - October 2008
CentrePacific LLC April 2004 - July 2006
Pimco February 2003 - April 2004
Coast Asset Management March 1999 - February 2003
Skills
Valuation, High Yield, Asset Allocation, Asset Management, CDO, CLO, Fixed Income, Hedge Funds, Leveraged Finance, Structured Products, Loans, Alternative Investments, Portfolio Management, Due Diligence, Structured Finance, Trading, Risk Management, Credit, Credit Analysis, Credit Risk, Fund Of Funds, Investment Banking, Asset Managment, Bonds, Derivatives, Equities, Capital Markets, Private Equity, Pricing, Mutual Funds, Bloomberg Terminal, Securities, Mortgage Lending
Education
Loyola University Rome Center 1986 — 1986
Southern Methodist University - Cox School of Business 1982 — 1986
BBA/BA, Finance and Political Science
Antares Capital September 2014 - Present
AllianceBernstein September 2013 - 2014
SS&C Technologies November 2009 - September 2013
Mariner Tricadia Credit Strategies Master Fund and Tiptree Financial Partners August 2009 - August 2010
Gemini Partners April 2009 - September 2009
Mesirow Financial February 2009 - March 2009
Blue Mountain Capital LLC April 2008 - October 2008
CentrePacific LLC April 2004 - July 2006
Pimco February 2003 - April 2004
Coast Asset Management March 1999 - February 2003
Skills
Valuation, High Yield, Asset Allocation, Asset Management, CDO, CLO, Fixed Income, Hedge Funds, Leveraged Finance, Structured Products, Loans, Alternative Investments, Portfolio Management, Due Diligence, Structured Finance, Trading, Risk Management, Credit, Credit Analysis, Credit Risk, Fund Of Funds, Investment Banking, Asset Managment, Bonds, Derivatives, Equities, Capital Markets, Private Equity, Pricing, Mutual Funds, Bloomberg Terminal, Securities, Mortgage Lending
Education
Loyola University Rome Center 1986 — 1986
Southern Methodist University - Cox School of Business 1982 — 1986
BBA/BA, Finance and Political Science
Andrew Capite Andrew Capite's SS&C Technologies Experience May 2015 - Present
Job Accounting Professional
Industry Accounting
Experience
SS&C Technologies May 2015 - Present
DiCicco, Gulman & Company October 2013 - April 2015
Heffler, Radetich & Saitta LLP June 2011 - October 2013
WeiserMazars LLP September 2009 - May 2011
Skills
Auditing, GAAP, Financial Reporting, Tax Preparation, Accounting, Microsoft Excel, Budgets, Tax, General Ledger, Financial Statements
Education
Saint Joseph's University - Erivan K. Haub School of Business 2005 — 2009
B.S, Accounting
Saint John's High School 2001 — 2005
SS&C Technologies May 2015 - Present
DiCicco, Gulman & Company October 2013 - April 2015
Heffler, Radetich & Saitta LLP June 2011 - October 2013
WeiserMazars LLP September 2009 - May 2011
Skills
Auditing, GAAP, Financial Reporting, Tax Preparation, Accounting, Microsoft Excel, Budgets, Tax, General Ledger, Financial Statements
Education
Saint Joseph's University - Erivan K. Haub School of Business 2005 — 2009
B.S, Accounting
Saint John's High School 2001 — 2005
Semmelle Abraham Semmelle Abraham's SS&C Technologies Experience May 2008 - Present
Job Product Manager at SS&C Technologies
Industry Computer Software
Experience
SS&C Technologies May 2008 - Present
Russell Investments May 2002 - February 2008
Starbucks July 2001 - May 2002
Miss Washington Scholarship Organization July 2000 - July 2001
Skills
Software Project..., Software Implementation, Product Development, Software Training, Client Service, SQL Server, Microsoft Office, Quality Assurance, Production Management, Technical Writing, Writing, Word, Excel, Windows, Outlook, PowerPoint, MS Project, Customer Relations, Customer Service, Product Management, Documentation, English, Software Quality..., Hands-on Training, Software Documentation, Microsoft SQL Server, Microsoft Excel, Microsoft Word, Financial Services, SQL, Visio, SDLC, Alternative Investments, CRM, Project Management, Hedge Funds, Business Analysis, Investments
Education
University of Washington 2005 — 2008
MBA, Business
Pacific Lutheran University 1999 — 2004
BA, English - Writing
Woodrow Wilson High School 1995 — 1999
High School Diploma
SS&C Technologies May 2008 - Present
Russell Investments May 2002 - February 2008
Starbucks July 2001 - May 2002
Miss Washington Scholarship Organization July 2000 - July 2001
Skills
Software Project..., Software Implementation, Product Development, Software Training, Client Service, SQL Server, Microsoft Office, Quality Assurance, Production Management, Technical Writing, Writing, Word, Excel, Windows, Outlook, PowerPoint, MS Project, Customer Relations, Customer Service, Product Management, Documentation, English, Software Quality..., Hands-on Training, Software Documentation, Microsoft SQL Server, Microsoft Excel, Microsoft Word, Financial Services, SQL, Visio, SDLC, Alternative Investments, CRM, Project Management, Hedge Funds, Business Analysis, Investments
Education
University of Washington 2005 — 2008
MBA, Business
Pacific Lutheran University 1999 — 2004
BA, English - Writing
Woodrow Wilson High School 1995 — 1999
High School Diploma
Thomas DeRose, CPA Thomas DeRose, CPA's SS&C Technologies Experience July 2011 - Present
Job Senior Fund Accountant at SS&C Technologies
Industry Accounting
Experience
SS&C Technologies July 2011 - Present
Skills
Fund Accounting, Financial Reporting, CPA, Accounting, US GAAP, Account Reconciliation, SEC filings
Education
Rowan University 2006 — 2010
BS, Accounting
SS&C Technologies July 2011 - Present
Skills
Fund Accounting, Financial Reporting, CPA, Accounting, US GAAP, Account Reconciliation, SEC filings
Education
Rowan University 2006 — 2010
BS, Accounting
Ashley Boisjoli Ashley Boisjoli's SS&C Technologies Experience August 2008 - Present
Job Consultant at SS&C Technologies
Industry Computer Software
Experience
SS&C Technologies August 2008 - Present
SS&C GlobeOp 2008 - 2013
Skills
Crystal Reports, Fund Accounting, Requirements Gathering, Business Analysis, Requirements Analysis, Business Intelligence, Business Process..., Visio, SDLC, Process Improvement, Financial Services, Citrix, SSRS, Microsoft SQL Server, Financial Reporting, SQL, Business Process, Software Project..., SharePoint
Education
Western New England College 2005 — 2007
B.S.B.A, Business Information Systems
Springfield Technical Community College 2003 — 2005
A.S., Computer Information Technologies
SS&C Technologies August 2008 - Present
SS&C GlobeOp 2008 - 2013
Skills
Crystal Reports, Fund Accounting, Requirements Gathering, Business Analysis, Requirements Analysis, Business Intelligence, Business Process..., Visio, SDLC, Process Improvement, Financial Services, Citrix, SSRS, Microsoft SQL Server, Financial Reporting, SQL, Business Process, Software Project..., SharePoint
Education
Western New England College 2005 — 2007
B.S.B.A, Business Information Systems
Springfield Technical Community College 2003 — 2005
A.S., Computer Information Technologies
Shannon O'Keefe Shannon O'Keefe's SS&C Technologies Experience April 2013 - Present
Job Fund Accountant at SS&C Technologies
Industry Accounting
Experience
SS&C Technologies April 2013 - Present
Metro Entertainment January 2012 - April 2013
Ensign-Bickford Aerospace & Defense June 2011 - October 2011
Bank Newport May 2010 - September 2010
Skills
Certified Bank Teller, Volunteer Income Tax..., Adept with Enterprise..., Proficient with..., Use Microsoft Excel..., Dexterous in Microsoft..., Successfully completed...
Education
Gabelli School of Business
Bachelor of Science, Accounting
Roger Williams University
BS, ACCOUNTING
SS&C Technologies April 2013 - Present
Metro Entertainment January 2012 - April 2013
Ensign-Bickford Aerospace & Defense June 2011 - October 2011
Bank Newport May 2010 - September 2010
Skills
Certified Bank Teller, Volunteer Income Tax..., Adept with Enterprise..., Proficient with..., Use Microsoft Excel..., Dexterous in Microsoft..., Successfully completed...
Education
Gabelli School of Business
Bachelor of Science, Accounting
Roger Williams University
BS, ACCOUNTING
Deven Bhandari Deven Bhandari's SS&C Technologies Experience February 2008 - November 2010
Job Fund Account at Riverstone Holdings LLC
Industry Accounting
Experience
Riverstone Holdings June 2014 - Present
Auda Alternative Investments October 2012 - December 2013
JP Morgan Chase November 2010 - December 2012
SS&C Technologies February 2008 - November 2010
Avis Budget Group 2005 - 2007
Skills
Fund Accounting, Accounting, Financial Reporting, Private Equity
Education
Rutgers, The State University of New Jersey-Newark
Riverstone Holdings June 2014 - Present
Auda Alternative Investments October 2012 - December 2013
JP Morgan Chase November 2010 - December 2012
SS&C Technologies February 2008 - November 2010
Avis Budget Group 2005 - 2007
Skills
Fund Accounting, Accounting, Financial Reporting, Private Equity
Education
Rutgers, The State University of New Jersey-Newark
Chris Husband's SS&C Technologies Experience June 2011 - February 2012
Job Accounting Consultant at MassMutual
Industry Financial Services
Experience
MassMutual Financial Group September 2014 - Present
SS&C GlobeOp February 2012 - September 2014
SS&C Technologies June 2011 - February 2012
State Street October 2007 - June 2011
Skills
ETFs, Bloomberg, Excel, Fixed Income, Microsoft Office, Fund Accounting, Pivot Tables, Outlook, PowerPoint
Education
Stonehill College 2003 — 2007
B.A.
MassMutual Financial Group September 2014 - Present
SS&C GlobeOp February 2012 - September 2014
SS&C Technologies June 2011 - February 2012
State Street October 2007 - June 2011
Skills
ETFs, Bloomberg, Excel, Fixed Income, Microsoft Office, Fund Accounting, Pivot Tables, Outlook, PowerPoint
Education
Stonehill College 2003 — 2007
B.A.
Diksha Gagrani Diksha Gagrani's SS&C Technologies Experience August 2015 - Present
Job
Industry Financial Services
Experience
SS&C Technologies August 2015 - Present
SS&C Technologies November 2013 - July 2015
SS&C Technologies May 2006 - October 2013
Skills
Valuation, Financial Analysis, Portfolio Management, Fixed Income, Financial Accounting, Financial Reporting
Education
University of Hartford 2007 — 2009
MBA, Finance
The University of Connecticut School of Business 2002 — 2006
B.Sc, Finance
SS&C Technologies August 2015 - Present
SS&C Technologies November 2013 - July 2015
SS&C Technologies May 2006 - October 2013
Skills
Valuation, Financial Analysis, Portfolio Management, Fixed Income, Financial Accounting, Financial Reporting
Education
University of Hartford 2007 — 2009
MBA, Finance
The University of Connecticut School of Business 2002 — 2006
B.Sc, Finance
Alexander F. Goralski, CPA Alexander F. Goralski, CPA's SS&C Technologies Experience July 2015 - Present
Job Associate Director at SS&C Globe Op
Industry Investment Management
Experience
SS&C Technologies July 2015 - Present
Olayan Group March 2014 - July 2015
International Fund Services (IFS) March 2010 - March 2014
Vicis Capital LLC March 2008 - March 2010
Basswood Capital Management LLC October 2006 - March 2008
Grant Thornton May 2004 - October 2006
Skills
Accounting, Hedge Funds, Valuation, Microsoft Excel, GAAP, Financial Statements, SEC filings, SEC Financial Reporting, FAS 157, FAS 133, Fund Of Funds, Microsoft Office, Internal Controls, SAS70, Team Management, Public Speaking, Financial Services, Auditing, Fund Accounting, Equities, Financial Analysis
Education
Pace University - Lubin School of Business 1999 — 2004
BBA, Finance and Accounting
SS&C Technologies July 2015 - Present
Olayan Group March 2014 - July 2015
International Fund Services (IFS) March 2010 - March 2014
Vicis Capital LLC March 2008 - March 2010
Basswood Capital Management LLC October 2006 - March 2008
Grant Thornton May 2004 - October 2006
Skills
Accounting, Hedge Funds, Valuation, Microsoft Excel, GAAP, Financial Statements, SEC filings, SEC Financial Reporting, FAS 157, FAS 133, Fund Of Funds, Microsoft Office, Internal Controls, SAS70, Team Management, Public Speaking, Financial Services, Auditing, Fund Accounting, Equities, Financial Analysis
Education
Pace University - Lubin School of Business 1999 — 2004
BBA, Finance and Accounting
Collin R. Wilkins Collin R. Wilkins's SS&C Technologies Experience October 2014 - Present
Job Client Services Consultant at SS&C Technologies
Industry Banking
Experience
SS&C Technologies October 2014 - Present
First American Bank April 2012 - October 2014
Citizens First National Bank August 2011 - March 2012
Bank of America July 2008 - August 2011
TGI Friday's May 2007 - March 2010
TCF National Bank July 2003 - December 2006
Skills
Retail Banking, Operational Excellence, Customer Service..., Team Leadership, Cross Selling, Customer Service, Credit, Sales Management, Team Building, Coaching, Training
Education
Olivet Nazarene University 2004 — 2008
Bachelor of Business Administration (BBA), Management
SS&C Technologies October 2014 - Present
First American Bank April 2012 - October 2014
Citizens First National Bank August 2011 - March 2012
Bank of America July 2008 - August 2011
TGI Friday's May 2007 - March 2010
TCF National Bank July 2003 - December 2006
Skills
Retail Banking, Operational Excellence, Customer Service..., Team Leadership, Cross Selling, Customer Service, Credit, Sales Management, Team Building, Coaching, Training
Education
Olivet Nazarene University 2004 — 2008
Bachelor of Business Administration (BBA), Management
Tim Ellsiepen's SS&C Technologies Experience January 2010 - February 2014
Job MBA Candidate at Pepperdine University
Industry Financial Services
Experience
Pepperdine University January 2015 - Present
SS&C Technologies January 2010 - February 2014
Cabcompare Limited October 2010 - February 2012
Tradeware Global (UK) Limited March 2009 - December 2009
Tradeware Global (UK) Limited September 2008 - March 2009
Tradeware Global (UK) Limited April 2007 - September 2008
American Expressbrigh February 2006 - March 2007
American Express November 2003 - January 2006
Skills
MBA, Financial Markets, Salesforce.com, Management, CRM, Business Development, SugarCRM, Equities, Trading, Trading Systems, Electronic Trading, Front Office, Hedge Funds, Strategy, Business Analysis, Capital Markets, Financial Services
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2014 — 2015
Master of Business Administration (MBA)
University of Brighton 2002 — 2005
Bachelor of Arts (BA)
Bellerbys College 2000 — 2002
A-Level
Städtisches Gymnasium Wülfrath 1994 — 2000
Mittlere Reife
Pepperdine University January 2015 - Present
SS&C Technologies January 2010 - February 2014
Cabcompare Limited October 2010 - February 2012
Tradeware Global (UK) Limited March 2009 - December 2009
Tradeware Global (UK) Limited September 2008 - March 2009
Tradeware Global (UK) Limited April 2007 - September 2008
American Expressbrigh February 2006 - March 2007
American Express November 2003 - January 2006
Skills
MBA, Financial Markets, Salesforce.com, Management, CRM, Business Development, SugarCRM, Equities, Trading, Trading Systems, Electronic Trading, Front Office, Hedge Funds, Strategy, Business Analysis, Capital Markets, Financial Services
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2014 — 2015
Master of Business Administration (MBA)
University of Brighton 2002 — 2005
Bachelor of Arts (BA)
Bellerbys College 2000 — 2002
A-Level
Städtisches Gymnasium Wülfrath 1994 — 2000
Mittlere Reife
Tabassum Baig Tabassum Baig's SS&C Technologies Experience November 2007 - September 2010
Job Portfolio Risk Reporting
Industry Financial Services
Experience
GE Capital July 2014 - Present
E*TRADE Financial Corporation September 2010 - July 2014
SS&C Technologies November 2007 - September 2010
Nationwide Insurance May 2006 - November 2007
Evaluation Associates, a Milliman Company July 1998 - May 2006
Skills
Investments, Equities, Financial Services, Fixed Income, Risk Management, Mutual Funds, Banking, Portfolio Management, Derivatives, Business Analysis, Process Improvement, Financial Analysis, Financial Risk, Access, Securities, Analysis
Education
Rensselaer Polytechnic Institute
Master of Science (MS), Management/Finance, 3.8
University of Connecticut
Bachelor's degree, Finance/Economics
GE Capital July 2014 - Present
E*TRADE Financial Corporation September 2010 - July 2014
SS&C Technologies November 2007 - September 2010
Nationwide Insurance May 2006 - November 2007
Evaluation Associates, a Milliman Company July 1998 - May 2006
Skills
Investments, Equities, Financial Services, Fixed Income, Risk Management, Mutual Funds, Banking, Portfolio Management, Derivatives, Business Analysis, Process Improvement, Financial Analysis, Financial Risk, Access, Securities, Analysis
Education
Rensselaer Polytechnic Institute
Master of Science (MS), Management/Finance, 3.8
University of Connecticut
Bachelor's degree, Finance/Economics
Derek Swan, MBA Derek Swan, MBA's SS&C Technologies Experience April 2011 - September 2012
Job Principal Consultant at SBS Strategic Innovations, LLC
Industry Financial Services
Experience
SBS Strategic Innovations, LLC November 2014 - Present
Northern Trust September 2012 - Present
SS&C Technologies April 2011 - September 2012
OceanAire Events, LLC January 2008 - April 2009
Bank of America 2006 - 2008
Morgan Stanley 2004 - 2006
Skills
Bloomberg, Trading, Project Management, Microsoft Office, User Acceptance Testing, Settlement, Accounting System, Openlink, Automation, Energy Industry, Reuters 3000, P&L Analysis, Derivatives, Fixed Income, Hedge Funds, Equities, Electricity, Capital Markets, Options, Commodity, Portfolio Management, Risk Management, Finance
Education
Barney School of Business - University of Hartford 2009 — 2011
Master's Degree, Business Administration and Management, General
Skidmore College 2000 — 2004
B.S., Management and Business
Westminster 1996 — 2000
High School Diploma, General Studies
SBS Strategic Innovations, LLC November 2014 - Present
Northern Trust September 2012 - Present
SS&C Technologies April 2011 - September 2012
OceanAire Events, LLC January 2008 - April 2009
Bank of America 2006 - 2008
Morgan Stanley 2004 - 2006
Skills
Bloomberg, Trading, Project Management, Microsoft Office, User Acceptance Testing, Settlement, Accounting System, Openlink, Automation, Energy Industry, Reuters 3000, P&L Analysis, Derivatives, Fixed Income, Hedge Funds, Equities, Electricity, Capital Markets, Options, Commodity, Portfolio Management, Risk Management, Finance
Education
Barney School of Business - University of Hartford 2009 — 2011
Master's Degree, Business Administration and Management, General
Skidmore College 2000 — 2004
B.S., Management and Business
Westminster 1996 — 2000
High School Diploma, General Studies
Mark Metcoff's SS&C Technologies Experience August 2010 - May 2011
Job Manager, Implementation Specialists at HubSpot
Industry Computer Software
Experience
HubSpot October 2014 - Present
HubSpot January 2013 - October 2014
Verivo October 2012 - January 2013
Verivo Software February 2012 - October 2012
Pyxis Mobile May 2011 - February 2012
SS&C Technologies August 2010 - May 2011
State Street Bank October 2008 - August 2010
University of Connecticut March 2008 - August 2008
Skills
Sales Engineering, Technical Marketing, Marketing Automation, Web Services, CRM, Python, Sales, Technical Product Sales, Solution Architecture, Pre-sales Consulting, JavaScript, Mobile Applications, SQL, Databases, C#, Mobile Devices, Database Admin, .NET, SaaS, Active Directory, Scripting, Agile Methodologies, REST, ASP.NET, Windows Server, Rackspace, Project Management, WSDL, System Administration, Network Administration, Group Policy, Customer Engagement, HTML/CSS, Data Integration, CRM Integration
Education
The University of Connecticut 2005 — 2008
Bachelor of Arts, Mathematics
Rensselaer Polytechnic Institute 2002 — 2005
Computer Science
HubSpot October 2014 - Present
HubSpot January 2013 - October 2014
Verivo October 2012 - January 2013
Verivo Software February 2012 - October 2012
Pyxis Mobile May 2011 - February 2012
SS&C Technologies August 2010 - May 2011
State Street Bank October 2008 - August 2010
University of Connecticut March 2008 - August 2008
Skills
Sales Engineering, Technical Marketing, Marketing Automation, Web Services, CRM, Python, Sales, Technical Product Sales, Solution Architecture, Pre-sales Consulting, JavaScript, Mobile Applications, SQL, Databases, C#, Mobile Devices, Database Admin, .NET, SaaS, Active Directory, Scripting, Agile Methodologies, REST, ASP.NET, Windows Server, Rackspace, Project Management, WSDL, System Administration, Network Administration, Group Policy, Customer Engagement, HTML/CSS, Data Integration, CRM Integration
Education
The University of Connecticut 2005 — 2008
Bachelor of Arts, Mathematics
Rensselaer Polytechnic Institute 2002 — 2005
Computer Science
William Tobey William Tobey's SS&C Technologies Experience August 1996 - Present
Job Manager Software Development at SS&C Technologies
Industry Computer Software
Experience
SS&C Technologies August 1996 - Present
First Fidelity, now Wells Fargo May 1988 - July 1996
Merrill Lynch July 1986 - May 1988
Education
Pace University - Lubin School of Business 1980 — 1987
Bachelor of Business Administration (BBA), Management Information Systems, General
St Peter's Prep 1972 — 1976
SS&C Technologies August 1996 - Present
First Fidelity, now Wells Fargo May 1988 - July 1996
Merrill Lynch July 1986 - May 1988
Education
Pace University - Lubin School of Business 1980 — 1987
Bachelor of Business Administration (BBA), Management Information Systems, General
St Peter's Prep 1972 — 1976
Chidi Maduneme's SS&C Technologies Experience April 2015 - August 2015
Job Corporate Accounting Group Intern at NCI Building Systems, Inc.
Industry Accounting
Experience
NCI Building Systems, Inc. August 2015 - Present
SS&C Technologies April 2015 - August 2015
GameStop May 2012 - December 2014
Texas State University January 2011 - December 2014
Insightion June 2013 - August 2013
Gap Inc. June 2011 - September 2012
HEB 2008 - 2010
Skills
Business Development, Merchandising, Management, Public Speaking, Event Planning, Facebook, PowerPoint, Leadership, Sales, Social Networking
Education
Texas State University-San Marcos 2011 — 2014
Bachelor of Business Administration (BBA), Accounting
NCI Building Systems, Inc. August 2015 - Present
SS&C Technologies April 2015 - August 2015
GameStop May 2012 - December 2014
Texas State University January 2011 - December 2014
Insightion June 2013 - August 2013
Gap Inc. June 2011 - September 2012
HEB 2008 - 2010
Skills
Business Development, Merchandising, Management, Public Speaking, Event Planning, Facebook, PowerPoint, Leadership, Sales, Social Networking
Education
Texas State University-San Marcos 2011 — 2014
Bachelor of Business Administration (BBA), Accounting
Jennifer Saragosa Jennifer Saragosa's SS&C Technologies Experience August 1994 - August 1998
Job Client Relationship and Development at Business Wire
Industry Public Relations and Communications
Experience
Business Wire May 1999 - Present
SS&C Technologies August 1994 - August 1998
Skills
Public Relations, Investor Relations, Social Media Marketing, SEO, Direct Sales, Account Management, Training & Development, Social Media, Press Releases, Corporate Communications, Strategic Communications, Integrated Marketing, Lead Generation, Copywriting, Marketing Communications, Digital Marketing, Media Relations, Marketing, Content Marketing, Internal Communications, Crisis Communications, Social Media Measurement, Publications, Reputation Management, Employee Training
Education
University of Hartford 1996 — 1998
MBA, Business and Marketing
Saint Anselm College 1990 — 1994
Bachelor of Arts, Business and Economics
Business Wire May 1999 - Present
SS&C Technologies August 1994 - August 1998
Skills
Public Relations, Investor Relations, Social Media Marketing, SEO, Direct Sales, Account Management, Training & Development, Social Media, Press Releases, Corporate Communications, Strategic Communications, Integrated Marketing, Lead Generation, Copywriting, Marketing Communications, Digital Marketing, Media Relations, Marketing, Content Marketing, Internal Communications, Crisis Communications, Social Media Measurement, Publications, Reputation Management, Employee Training
Education
University of Hartford 1996 — 1998
MBA, Business and Marketing
Saint Anselm College 1990 — 1994
Bachelor of Arts, Business and Economics
Julie Kot's SS&C Technologies Experience November 2014 - Present
Job Human Resources at SS&C Technologies
Industry Human Resources
Experience
SS&C Technologies November 2014 - Present
White Flower Farm 2013 - 2014
Dymax Corporation 2011 - 2013
Command Systems 1997 - 2000
Command Systems 1996 - 1998
Danaher Corporation 1995 - 1998
Skills
Customer Service, Business Analysis, Team Building, Research, Public Speaking, Coaching, Social Media, Vendor Management, Event Planning, Management, Organizational...
Education
Saint Anselm College 1991 — 1995
Bachelor of Arts (B.A.), Sociology
Connecticut Culinary Institute
Advanced Culinary Arts
SS&C Technologies November 2014 - Present
White Flower Farm 2013 - 2014
Dymax Corporation 2011 - 2013
Command Systems 1997 - 2000
Command Systems 1996 - 1998
Danaher Corporation 1995 - 1998
Skills
Customer Service, Business Analysis, Team Building, Research, Public Speaking, Coaching, Social Media, Vendor Management, Event Planning, Management, Organizational...
Education
Saint Anselm College 1991 — 1995
Bachelor of Arts (B.A.), Sociology
Connecticut Culinary Institute
Advanced Culinary Arts
Stanley Kong, CFA Stanley Kong, CFA's SS&C Technologies Experience August 2010 - November 2011
Job Sr. Business Consultant at Eze Software Group
Industry Financial Services
Experience
Eze Software Group March 2014 - Present
Eze Software Group January 2013 - March 2014
Personal Venture / Free Lance Consulting December 2011 - December 2012
SS&C Technologies August 2010 - November 2011
TAG Associates LLC February 2004 - August 2010
Skills
Asset Managment, Hedge Funds, Portfolio Management, Financial Services, Due Diligence, Investments, Accounting, Mutual Funds, Asset Management, Financial Analysis, Financial Risk, Investor Relations, Asset Allocation, Equities
Education
State University of New York at Buffalo - School of Management 1999 — 2003
Bachelor of Science (B.S.), Business Adminstration - Finance & Management Information Systems
Eze Software Group March 2014 - Present
Eze Software Group January 2013 - March 2014
Personal Venture / Free Lance Consulting December 2011 - December 2012
SS&C Technologies August 2010 - November 2011
TAG Associates LLC February 2004 - August 2010
Skills
Asset Managment, Hedge Funds, Portfolio Management, Financial Services, Due Diligence, Investments, Accounting, Mutual Funds, Asset Management, Financial Analysis, Financial Risk, Investor Relations, Asset Allocation, Equities
Education
State University of New York at Buffalo - School of Management 1999 — 2003
Bachelor of Science (B.S.), Business Adminstration - Finance & Management Information Systems
Filip Meichsner, CFA Filip Meichsner, CFA's SS&C Technologies Experience 2004 - 2006
Job Financial Services Executive specializing in Wealth and Asset Management Software and Technology Solutions
Industry Financial Services
Experience
EPAM Systems October 2013 - Present
Thomson Reuters 2012 - 2013
Thomson Reuters 2010 - 2012
Odyssey Financial Technologies 2006 - 2010
SS&C Technologies 2004 - 2006
Financial Models Company 1999 - 2004
Skills
Product Management, Strategy, Portfolio Management, Wealth Management, Financial Services, Entrepreneurship, Enterprise Software, Business Development, Professional Services, Training, Business Analysis, CRM, Revenue & Profit Growth, Software Engineering, Integration, Project Management, Performance Measurement, Management, SDLC, User Experience, Leadership, Financial Markets, User Experience Design, Databases, Trading Systems, Solution Architecture, Managing Accounts, Management Consulting, Business Process, Asset Management, Managed Accounts, UX, Account Management
Education
Saint John's University - Peter J. Tobin College of Business
MBA, Finance
Saint John's University
BS, Biology
Menlo-Atherton High School
EPAM Systems October 2013 - Present
Thomson Reuters 2012 - 2013
Thomson Reuters 2010 - 2012
Odyssey Financial Technologies 2006 - 2010
SS&C Technologies 2004 - 2006
Financial Models Company 1999 - 2004
Skills
Product Management, Strategy, Portfolio Management, Wealth Management, Financial Services, Entrepreneurship, Enterprise Software, Business Development, Professional Services, Training, Business Analysis, CRM, Revenue & Profit Growth, Software Engineering, Integration, Project Management, Performance Measurement, Management, SDLC, User Experience, Leadership, Financial Markets, User Experience Design, Databases, Trading Systems, Solution Architecture, Managing Accounts, Management Consulting, Business Process, Asset Management, Managed Accounts, UX, Account Management
Education
Saint John's University - Peter J. Tobin College of Business
MBA, Finance
Saint John's University
BS, Biology
Menlo-Atherton High School
Michael Capstack's SS&C Technologies Experience July 2010 - Present
Job Assistant Director Client Services at SS&C Technologies
Industry Computer Software
Experience
SS&C Technologies July 2010 - Present
SS&C Technologies/OMR March 1999 - July 2010
Merrill Lynch June 1993 - March 1999
Skills
CPA, Back Office, Fixed Income, Derivatives, Equities, Asset Managment, Business Analysis, Financial Services, Process Improvement, Financial Analysis, Risk Management, Accounting, Business Process, Analysis, SDLC
Education
Rider University 1998 — 2002
M.B.A, Finance
Rutgers University-New Brunswick 1988 — 1993
B.S., Accounting/Philosophy
Manasquan High School 1984 — 1988
Business Writing for Results
SS&C Technologies July 2010 - Present
SS&C Technologies/OMR March 1999 - July 2010
Merrill Lynch June 1993 - March 1999
Skills
CPA, Back Office, Fixed Income, Derivatives, Equities, Asset Managment, Business Analysis, Financial Services, Process Improvement, Financial Analysis, Risk Management, Accounting, Business Process, Analysis, SDLC
Education
Rider University 1998 — 2002
M.B.A, Finance
Rutgers University-New Brunswick 1988 — 1993
B.S., Accounting/Philosophy
Manasquan High School 1984 — 1988
Business Writing for Results
Anna Liberman's SS&C Technologies Experience May 2009 - July 2012
Job Metropolitan Real Estate Equity Management, LLC (Subsidiary Of The Carlyle Group)
Industry Accounting
Experience
Metropolitan Real Estate Equity Management, LLC (Subsidiary Of The Carlyle Group) August 2012 - Present
SS&C Technologies May 2009 - July 2012
Deloitte August 2008 - February 2009
Skills
Microsoft Office, Microsoft Excel, Treasury, Accounting, Financial Analysis, Financial Statements, Auditing, Financial Reporting, Account Reconciliation, Analysis, Cash Flow, Financial Accounting, GAAP, Internal Audit, Tax
Education
Pace University - Lubin School of Business 2004 — 2008
Bachelor's degree, Accounting, 3.75
Metropolitan Real Estate Equity Management, LLC (Subsidiary Of The Carlyle Group) August 2012 - Present
SS&C Technologies May 2009 - July 2012
Deloitte August 2008 - February 2009
Skills
Microsoft Office, Microsoft Excel, Treasury, Accounting, Financial Analysis, Financial Statements, Auditing, Financial Reporting, Account Reconciliation, Analysis, Cash Flow, Financial Accounting, GAAP, Internal Audit, Tax
Education
Pace University - Lubin School of Business 2004 — 2008
Bachelor's degree, Accounting, 3.75
Christian Karnauchov Christian Karnauchov's SS&C Technologies Experience September 2014 - Present
Job Fund Accountant at SS&C Technologies
Industry Higher Education
Experience
SS&C Technologies September 2014 - Present
Southern New Hampshire University August 2012 - May 2014
The Metropolitan District Commission June 2013 - August 2013
Big Y World Class Market January 2010 - July 2013
Skills
Microsoft Word, PowerPoint, Teamwork, Microsoft Excel, Financial Analysis, Critical Thinking, Customer Service, Time Management, Communication, Public Speaking, Microsoft Office, Facebook, Social Media, Social Networking, Leadership
Education
Southern New Hampshire University 2011 — 2014
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Southern New Hampshire University 2011 — 2014
Accounting/Finance
SS&C Technologies September 2014 - Present
Southern New Hampshire University August 2012 - May 2014
The Metropolitan District Commission June 2013 - August 2013
Big Y World Class Market January 2010 - July 2013
Skills
Microsoft Word, PowerPoint, Teamwork, Microsoft Excel, Financial Analysis, Critical Thinking, Customer Service, Time Management, Communication, Public Speaking, Microsoft Office, Facebook, Social Media, Social Networking, Leadership
Education
Southern New Hampshire University 2011 — 2014
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Southern New Hampshire University 2011 — 2014
Accounting/Finance
Darnell Gibbons Darnell Gibbons's SS&C Technologies Experience July 2011 - September 2014
Job
Industry Insurance
Experience
Prudential Financial September 2014 - Present
SS&C Technologies July 2011 - September 2014
State Street October 2007 - July 2011
Johnson and Johnson May 2006 - August 2006
Education
Penn State University 2003 — 2007
Bachelor's Degree
Prudential Financial September 2014 - Present
SS&C Technologies July 2011 - September 2014
State Street October 2007 - July 2011
Johnson and Johnson May 2006 - August 2006
Education
Penn State University 2003 — 2007
Bachelor's Degree
Paul Leone Paul Leone's SS&C Technologies Experience May 2011 - Present
Job Director, Global Support at SS&C PORTIA
Industry Computer Software
Experience
SS&C Technologies May 2011 - Present
Eagle Investment Systems (a Bank of New York Mellon Company) May 2000 - April 2010
Thomson Financial 1992 - 2000
AccountPros 1991 - 1992
S&C Financial 1990 - 1991
Deloitte & Touche 1988 - 1990
Prudential Financial 1985 - 1988
Skills
Microsoft Office, SharePoint, Windows, Project Management, Software Documentation, CRM, Requirements Analysis
Education
St. John's University, The Peter J. Tobin College of Business 1981 — 1985
BS, Accounting
Holy Cross High School, Flushing, NY
College Prepatory
SS&C Technologies May 2011 - Present
Eagle Investment Systems (a Bank of New York Mellon Company) May 2000 - April 2010
Thomson Financial 1992 - 2000
AccountPros 1991 - 1992
S&C Financial 1990 - 1991
Deloitte & Touche 1988 - 1990
Prudential Financial 1985 - 1988
Skills
Microsoft Office, SharePoint, Windows, Project Management, Software Documentation, CRM, Requirements Analysis
Education
St. John's University, The Peter J. Tobin College of Business 1981 — 1985
BS, Accounting
Holy Cross High School, Flushing, NY
College Prepatory
Kyle O'Brien, CFA Kyle O'Brien, CFA's SS&C Technologies Experience October 2011 - November 2012
Job Associate at Summit Rock Advisors
Industry Computer Software
Experience
Summit Rock Advisors October 2013 - Present
SS&C GlobeOp November 2012 - September 2013
SS&C Technologies October 2011 - November 2012
Citi June 2010 - September 2011
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Hedge Accounting, Financial Reporting, Financial Accounting, Financial Analysis, Analysis, Accounting, Account Management, Leadership, Management, Process Improvement, Access, Financial Modeling, Forecasting, Bloomberg, Risk Management
Education
The Ohio State University 2006 — 2010
BSBA, Fiannce
The Ohio State University - The Max M. Fisher College of Business 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
Summit Rock Advisors October 2013 - Present
SS&C GlobeOp November 2012 - September 2013
SS&C Technologies October 2011 - November 2012
Citi June 2010 - September 2011
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Hedge Accounting, Financial Reporting, Financial Accounting, Financial Analysis, Analysis, Accounting, Account Management, Leadership, Management, Process Improvement, Access, Financial Modeling, Forecasting, Bloomberg, Risk Management
Education
The Ohio State University 2006 — 2010
BSBA, Fiannce
The Ohio State University - The Max M. Fisher College of Business 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
Neda Garemani Neda Garemani's SS&C Technologies Experience October 2008 - April 2013
Job Sr. Application Manager at NBCUniversal, Inc.
Industry Broadcast Media
Experience
NBCUniversal, Inc. April 2013 - Present
SS&C Technologies October 2008 - April 2013
Micro Design Services July 1997 - October 2008
World Wide Information Network Systems 1994 - 1997
Skills
Trading Systems, Software Development, SDLC, C++, Vendor Management, Business Analysis, Project Planning, Integration, Agile Methodologies, Program Management, Visual C++, Software Project..., Requirements Analysis, IT Management, IT Strategy, Linux, SQL
Education
Stony Brook University 1988 — 1992
Bachelor of Science (BS), Applied Mathematics
NBCUniversal, Inc. April 2013 - Present
SS&C Technologies October 2008 - April 2013
Micro Design Services July 1997 - October 2008
World Wide Information Network Systems 1994 - 1997
Skills
Trading Systems, Software Development, SDLC, C++, Vendor Management, Business Analysis, Project Planning, Integration, Agile Methodologies, Program Management, Visual C++, Software Project..., Requirements Analysis, IT Management, IT Strategy, Linux, SQL
Education
Stony Brook University 1988 — 1992
Bachelor of Science (BS), Applied Mathematics
Helen Burroughs, Editor Helen Burroughs, Editor's SS&C Technologies Experience May 2008 - June 2013
Job Beta Reader at Quiethouse Copy Editing
Industry Writing and Editing
Experience
Freelance (2015) January 2015 - Present
Freelance (2015) January 2015 - Present
Quiethouse Copy Editing April 2015 - Present
Freelance (2015) January 2015 - Present
Freelance (2014) March 2014 - December 2014
Freelance (2014) March 2014 - December 2014
Freelance (2014) June 2014 - August 2014
SS&C Technologies May 2008 - June 2013
Food for Thought Booksellers June 2006 - June 2009
GlobeOp Financial Services May 2004 - May 2008
Skills
Editing, Proofreading, Creative Writing, Copywriting, Line Editing and Copy..., Developmental Editing, Manuscript Editing and..., Book Reviews, Beta Reader, Indexing, Writing, Social Media, Books, Publishing, Copy Editing, Accounting, Hedge Funds, Strategic Planning, Small Business, Fund Accounting, Financial Reporting, Private Equity, Finance, Bloomberg, QuickBooks, Microsoft Word, Access, Sales and Use Tax..., Individual Tax Returns, Corporate Tax Returns, Sales & Use Tax, Corporate Tax, Tax Returns, Investments, Accounts Receivable, Accounts Payable, Payroll, Resume and Cover Letter..., Public Speaking, Forwards, Futures, Microsoft Excel, PowerPoint, Accruals, Consultants, Derivatives, General Ledger, Physical Inventory, WordPress, Blogging
Education
The Editorial Freelancers Association (EFA) Online Courses 2015 — 2015
Indexing / Editing / Proofreading
New York University 2012 — 2015
Digital Publishing & Editing Certificate Programs
The Great Courses on DVD
Writing, General
Workshop in Business Opportunities (WIBO)
Certificate of Completion, Business Management Training
New York Institute of Finance
Certificate, Forwards & Futures, Finance, General
New York Institute of Finance
Certificate, Fundamentals of Hedge Funds, Finance, General
New York Institute of Finance
Certificate, Fundamentals of the Securities Industry
Pace University
Certificate, Taxation
Utica College of Syracuse University
B.S., Public Accounting
Norman Thomas High School
Diploma, Bookkeeping
Freelance (2015) January 2015 - Present
Freelance (2015) January 2015 - Present
Quiethouse Copy Editing April 2015 - Present
Freelance (2015) January 2015 - Present
Freelance (2014) March 2014 - December 2014
Freelance (2014) March 2014 - December 2014
Freelance (2014) June 2014 - August 2014
SS&C Technologies May 2008 - June 2013
Food for Thought Booksellers June 2006 - June 2009
GlobeOp Financial Services May 2004 - May 2008
Skills
Editing, Proofreading, Creative Writing, Copywriting, Line Editing and Copy..., Developmental Editing, Manuscript Editing and..., Book Reviews, Beta Reader, Indexing, Writing, Social Media, Books, Publishing, Copy Editing, Accounting, Hedge Funds, Strategic Planning, Small Business, Fund Accounting, Financial Reporting, Private Equity, Finance, Bloomberg, QuickBooks, Microsoft Word, Access, Sales and Use Tax..., Individual Tax Returns, Corporate Tax Returns, Sales & Use Tax, Corporate Tax, Tax Returns, Investments, Accounts Receivable, Accounts Payable, Payroll, Resume and Cover Letter..., Public Speaking, Forwards, Futures, Microsoft Excel, PowerPoint, Accruals, Consultants, Derivatives, General Ledger, Physical Inventory, WordPress, Blogging
Education
The Editorial Freelancers Association (EFA) Online Courses 2015 — 2015
Indexing / Editing / Proofreading
New York University 2012 — 2015
Digital Publishing & Editing Certificate Programs
The Great Courses on DVD
Writing, General
Workshop in Business Opportunities (WIBO)
Certificate of Completion, Business Management Training
New York Institute of Finance
Certificate, Forwards & Futures, Finance, General
New York Institute of Finance
Certificate, Fundamentals of Hedge Funds, Finance, General
New York Institute of Finance
Certificate, Fundamentals of the Securities Industry
Pace University
Certificate, Taxation
Utica College of Syracuse University
B.S., Public Accounting
Norman Thomas High School
Diploma, Bookkeeping
Bob Schwartz Bob Schwartz's SS&C Technologies Experience June 2012 - Present
Job Chief Technology Officer at SS&C Technologies
Industry Financial Services
Experience
SS&C Technologies June 2012 - Present
GlobeOp Financial Services January 2005 - June 2012
Lehman Brothers April 1995 - December 2004
Bankers Trust 1980 - 1995
Skills
Derivatives, Hedge Funds, Trading Systems, Back Office, Fixed Income, Market Data, Credit Derivatives, Risk Management, Capital Markets, Equities, Investment Banking, Equity Derivatives, Interest Rate..., FX Options, Options, Integration, SDLC
Education
Stony Brook University
BS, Computer Science
SS&C Technologies June 2012 - Present
GlobeOp Financial Services January 2005 - June 2012
Lehman Brothers April 1995 - December 2004
Bankers Trust 1980 - 1995
Skills
Derivatives, Hedge Funds, Trading Systems, Back Office, Fixed Income, Market Data, Credit Derivatives, Risk Management, Capital Markets, Equities, Investment Banking, Equity Derivatives, Interest Rate..., FX Options, Options, Integration, SDLC
Education
Stony Brook University
BS, Computer Science
Bala Lajos's SS&C Technologies Experience 2004 - 2006
Job Director of Training and Sales Support at Heritage Education Funds Inc.
Industry Financial Services
Experience
Heritage Education Funds Inc. August 2014 - Present
Knowledge First Financial March 2012 - August 2014
Knowledge First Financial February 2009 - March 2012
USC Education Savings Plans Inc. April 2006 - February 2009
SS&C Technologies 2004 - 2006
Telespectrum 2000 - 2004
Skills
Coaching, Change Management, Performance Management, Strategic Planning, Sales Management, Process Improvement, Salesforce Training, Agency Development, Sales Leadership..., Report Writing, E-Learning, training implementation, Training, Sales, Risk Management, Analysis, Project Planning, Business Development, Management, Customer Service, Public Speaking, Organizational...
Education
Seneca College of Applied Arts and Technology 2005 — 2007
Degree
International Academy of Design and Merchandising 2000 — 2002
Digital Media Design
Heritage Education Funds Inc. August 2014 - Present
Knowledge First Financial March 2012 - August 2014
Knowledge First Financial February 2009 - March 2012
USC Education Savings Plans Inc. April 2006 - February 2009
SS&C Technologies 2004 - 2006
Telespectrum 2000 - 2004
Skills
Coaching, Change Management, Performance Management, Strategic Planning, Sales Management, Process Improvement, Salesforce Training, Agency Development, Sales Leadership..., Report Writing, E-Learning, training implementation, Training, Sales, Risk Management, Analysis, Project Planning, Business Development, Management, Customer Service, Public Speaking, Organizational...
Education
Seneca College of Applied Arts and Technology 2005 — 2007
Degree
International Academy of Design and Merchandising 2000 — 2002
Digital Media Design
Zul Kagalwalla Zul Kagalwalla's SS&C Technologies Experience 2004 - 2006
Job
Industry Information Technology and Services
Experience
Wipro Technologies 2012 - April 2013
AXA Equitable 2011 - December 2011
Gemalto July 2007 - October 2008
Agilysys 2006 - 2007
SS&C Technologies 2004 - 2006
Sun Microsystems 1999 - 2004
SWIFT 1989 - 1996
Skills
Cloud Computing, AWS and VMWare, Virtualization, VMware, System Architecture, Solution Architecture, Enterprise Architecture, Financial Services, Unix, High Availability, Solaris, Pre-sales, Storage, SaaS, Infrastructure, Data Center, Disaster Recovery, SOA, Storage Area Networks, IT Strategy, Enterprise Software, Networking, Professional Services, SAN
Education
Stevens Institute of Technology 1982 — 1984
M.S.
K.C. College 1977 — 1982
B.S.
Sir JJ fort Boys School
Wipro Technologies 2012 - April 2013
AXA Equitable 2011 - December 2011
Gemalto July 2007 - October 2008
Agilysys 2006 - 2007
SS&C Technologies 2004 - 2006
Sun Microsystems 1999 - 2004
SWIFT 1989 - 1996
Skills
Cloud Computing, AWS and VMWare, Virtualization, VMware, System Architecture, Solution Architecture, Enterprise Architecture, Financial Services, Unix, High Availability, Solaris, Pre-sales, Storage, SaaS, Infrastructure, Data Center, Disaster Recovery, SOA, Storage Area Networks, IT Strategy, Enterprise Software, Networking, Professional Services, SAN
Education
Stevens Institute of Technology 1982 — 1984
M.S.
K.C. College 1977 — 1982
B.S.
Sir JJ fort Boys School
Aida El-Manzalawi Aida El-Manzalawi's SS&C Technologies Experience December 2014 - Present
Job Private Equity Product Support Management at SS&C Technologies
Industry Financial Services
Experience
SS&C Technologies December 2014 - Present
FactSet May 2014 - November 2014
Bloomberg 2010 - 2013
Bloomberg 2001 - 2010
Bank of New York Mellon January 2001 - April 2001
Bank of New York Mellon 2000 - 2001
Merrill Lynch Asset Management 1998 - 2000
Skills
Bloomberg, Equities, Mutual Funds, Equity Research, Financial Markets, Hedge Funds, Investments, Investment Banking, Emerging Markets, Asset Management, Finance, Windows, Cross-functional Team..., Bloomberg Terminal, Creative Writing, Public Speaking, Creating and Producing..., small business..., Direct Sales, Small Business, Management, Financial Analysis, Financial Services
Education
Rider University
Bachelor's degree, Business Administration/Accounting
SS&C Technologies December 2014 - Present
FactSet May 2014 - November 2014
Bloomberg 2010 - 2013
Bloomberg 2001 - 2010
Bank of New York Mellon January 2001 - April 2001
Bank of New York Mellon 2000 - 2001
Merrill Lynch Asset Management 1998 - 2000
Skills
Bloomberg, Equities, Mutual Funds, Equity Research, Financial Markets, Hedge Funds, Investments, Investment Banking, Emerging Markets, Asset Management, Finance, Windows, Cross-functional Team..., Bloomberg Terminal, Creative Writing, Public Speaking, Creating and Producing..., small business..., Direct Sales, Small Business, Management, Financial Analysis, Financial Services
Education
Rider University
Bachelor's degree, Business Administration/Accounting
Anne MacMullin Anne MacMullin's SS&C Technologies Experience Senior ConsultantSS&C Technology1988 - Present
Job Senior Consultant at SS&C Technologies
Industry Computer Software
Experience
SS&C Technologies Senior ConsultantSS&C Technology1988 - Present
SS&C Canada 1988 - Present
Financial Models Company 1988 - 2005
Education
St. Francis Xavier University 1979 — 1983
SS&C Technologies Senior ConsultantSS&C Technology1988 - Present
SS&C Canada 1988 - Present
Financial Models Company 1988 - 2005
Education
St. Francis Xavier University 1979 — 1983
Ely Lucas Ely Lucas's SS&C Technologies Experience December 2003 - May 2011
Job Senior Software Developer at Aspenware
Industry Computer Software
Experience
Aspenware May 2011 - Present
Rocky Mountain Tech Trifecta January 2011 - May 2013
SS&C Technologies December 2003 - May 2011
CMC Online Services June 1996 - October 2003
cmc online 1995 - 2003
Skills
.NET, ASP.NET, Visual Studio, jQuery, C#, IIS, Software Engineering, WCF, CSS, HTML 5, JavaScript, MVC, ASP.NET MVC, Agile Methodologies, Software Development, REST, Scrum, Web Services, Microsoft SQL Server, Architecture, Web Applications, Web Development, LINQ, Object Oriented Design, Database Design, Entity Framework, ASP, AJAX, SOA, SQL, KnockoutJS, HTML5, Software Design, Databases, ADO.NET, Android, Mobile Web Design, UX, Agile, BackboneJS, Android Development, Conference Coordination, AngularJS, iOS, TDD
Education
Regis University 2004 — 2011
BS, Computer Science
Aspenware May 2011 - Present
Rocky Mountain Tech Trifecta January 2011 - May 2013
SS&C Technologies December 2003 - May 2011
CMC Online Services June 1996 - October 2003
cmc online 1995 - 2003
Skills
.NET, ASP.NET, Visual Studio, jQuery, C#, IIS, Software Engineering, WCF, CSS, HTML 5, JavaScript, MVC, ASP.NET MVC, Agile Methodologies, Software Development, REST, Scrum, Web Services, Microsoft SQL Server, Architecture, Web Applications, Web Development, LINQ, Object Oriented Design, Database Design, Entity Framework, ASP, AJAX, SOA, SQL, KnockoutJS, HTML5, Software Design, Databases, ADO.NET, Android, Mobile Web Design, UX, Agile, BackboneJS, Android Development, Conference Coordination, AngularJS, iOS, TDD
Education
Regis University 2004 — 2011
BS, Computer Science
Gautham Anam's SS&C Technologies Experience 2000 - 2001
Job Senior Business Analyst at Advent Software
Industry Financial Services
Experience
Advent Software December 2014 - Present
SS&C Technologies Inc. 2002 - November 2014
SS&C Technologies 2000 - 2001
SS&C Technologies 1994 - 2000
Skills
Business Analysis, Fixed Income, Software Project..., SDLC, Equities, Hedge Funds, Financial Services, Requirements Gathering, Product Management, Risk Management, Business Requirements, Microsoft SQL Server, Crystal Reports
Education
University of Hartford 1991 — 1994
MBA, Accounting, MIS
Osmania University 1988 — 1991
Bachelor of commerce, Finance
Advent Software December 2014 - Present
SS&C Technologies Inc. 2002 - November 2014
SS&C Technologies 2000 - 2001
SS&C Technologies 1994 - 2000
Skills
Business Analysis, Fixed Income, Software Project..., SDLC, Equities, Hedge Funds, Financial Services, Requirements Gathering, Product Management, Risk Management, Business Requirements, Microsoft SQL Server, Crystal Reports
Education
University of Hartford 1991 — 1994
MBA, Accounting, MIS
Osmania University 1988 — 1991
Bachelor of commerce, Finance
Michael Corridon's SS&C Technologies Experience June 1998 - July 2007
Job DevOps, Cloud Computing, IT Project Management
Industry Information Technology and Services
Experience
BrightIdea Inc. July 2007 - Present
SS&C Technologies June 1998 - July 2007
Raritan Flag & Banner January 1997 - July 1998
Skills
Program Management, Project Management, Cloud Computing, Software Project..., SaaS, Business Analysis, SharePoint, Enterprise Software, CRM, Agile Methodologies, Management
Education
Stevens Institute of Technology
MS, Information Management
Seton Hall University
Bachelor of Arts (B.A.)
BrightIdea Inc. July 2007 - Present
SS&C Technologies June 1998 - July 2007
Raritan Flag & Banner January 1997 - July 1998
Skills
Program Management, Project Management, Cloud Computing, Software Project..., SaaS, Business Analysis, SharePoint, Enterprise Software, CRM, Agile Methodologies, Management
Education
Stevens Institute of Technology
MS, Information Management
Seton Hall University
Bachelor of Arts (B.A.)
Thomas W. Reed, MS, PMP, CSM, ITILv3's SS&C Technologies Experience February 2000 - March 2004
Job Process Architect, IT Service Management & Project Management Professional
Industry Information Technology and Services
Experience
Intel Security Group November 2011 - June 2015
Celerity September 2011 - November 2011
Lincoln Financial Group June 2011 - August 2011
Celerity March 2011 - May 2011
LexisNexis August 2008 - February 2011
Aetna August 2007 - August 2008
Specialty Risk Services March 2007 - August 2007
Travelers Insurance January 2006 - March 2007
Pharmedica Communications May 2004 - December 2005
SS&C Technologies February 2000 - March 2004
Skills
Project Portfolio..., MS Project, Agile Project Management, Portfolio Management, Program Management, Resource Management, Resource Allocation, Business Intelligence..., Business Intelligence, Prototyping, SDLC, Performance Metrics, Metrics Analysis, Capacity Management, Risk Management, Strategic Planning, Integrated Project..., Strategic Leadership, Stakeholder Management, Earned Value Management, Microsoft Excel, Business Objects, Analysis, ERP, ITIL, Business Analysis, Business Process, Project Management, Vendor Management, Requirements Analysis, IT Strategy, Management, Process Improvement, Agile Methodologies, Six Sigma, Strategy, Software Development, Project Planning, Leadership, Process Engineering, PMP, PMO, Cross-functional Team..., Requirements Gathering, Visio, Software Project..., Analytics, Information Technology, Enterprise Architecture, Microsoft Project
Education
Villanova University 2012 — 2012
Lean Six Sigma
Villanova University 2006 — 2006
Six Sigma Green Belt
Villanova University 2003 — 2003
Master Certificate, Applied Project Management
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1997 — 1999
MS, Managment Information Systems, 3.8
University of Connecticut 1987 — 1992
BFA, Technical Theatre
Kingswood Oxford 1982 — 1986
Intel Security Group November 2011 - June 2015
Celerity September 2011 - November 2011
Lincoln Financial Group June 2011 - August 2011
Celerity March 2011 - May 2011
LexisNexis August 2008 - February 2011
Aetna August 2007 - August 2008
Specialty Risk Services March 2007 - August 2007
Travelers Insurance January 2006 - March 2007
Pharmedica Communications May 2004 - December 2005
SS&C Technologies February 2000 - March 2004
Skills
Project Portfolio..., MS Project, Agile Project Management, Portfolio Management, Program Management, Resource Management, Resource Allocation, Business Intelligence..., Business Intelligence, Prototyping, SDLC, Performance Metrics, Metrics Analysis, Capacity Management, Risk Management, Strategic Planning, Integrated Project..., Strategic Leadership, Stakeholder Management, Earned Value Management, Microsoft Excel, Business Objects, Analysis, ERP, ITIL, Business Analysis, Business Process, Project Management, Vendor Management, Requirements Analysis, IT Strategy, Management, Process Improvement, Agile Methodologies, Six Sigma, Strategy, Software Development, Project Planning, Leadership, Process Engineering, PMP, PMO, Cross-functional Team..., Requirements Gathering, Visio, Software Project..., Analytics, Information Technology, Enterprise Architecture, Microsoft Project
Education
Villanova University 2012 — 2012
Lean Six Sigma
Villanova University 2006 — 2006
Six Sigma Green Belt
Villanova University 2003 — 2003
Master Certificate, Applied Project Management
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1997 — 1999
MS, Managment Information Systems, 3.8
University of Connecticut 1987 — 1992
BFA, Technical Theatre
Kingswood Oxford 1982 — 1986
Jeff Flanagin's SS&C Technologies Experience January 2015 - Present
Job Operational Analyst at SS&C Technologies
Industry Financial Services
Experience
SS&C Technologies January 2015 - Present
Fetter Logic, Inc. August 2009 - January 2015
Fiserv ISS 1989 - 2008
Skills
Mutual Funds, Securities, Investments, Banking, Financial Services, Vendor Management, ETFs, 401k, Financial Reporting, Business Analysis, Mergers & Acquisitions, Process Improvement, Finance, Management, Alternative Investments, Investment Management, Portfolio Management, Wealth Management, Separately Managed..., Strategic Financial..., Investment Advisory, Financial Advisory, Investment Strategies, Asset Allocation, Asset Management, Risk Management, Relationship Management, Series 7, Retirement, Insurance, Uniform Combined State..., FINRA, Trading, Retirement Planning, Pensions
Education
Red Rocks Community College
Network Engineering
SS&C Technologies January 2015 - Present
Fetter Logic, Inc. August 2009 - January 2015
Fiserv ISS 1989 - 2008
Skills
Mutual Funds, Securities, Investments, Banking, Financial Services, Vendor Management, ETFs, 401k, Financial Reporting, Business Analysis, Mergers & Acquisitions, Process Improvement, Finance, Management, Alternative Investments, Investment Management, Portfolio Management, Wealth Management, Separately Managed..., Strategic Financial..., Investment Advisory, Financial Advisory, Investment Strategies, Asset Allocation, Asset Management, Risk Management, Relationship Management, Series 7, Retirement, Insurance, Uniform Combined State..., FINRA, Trading, Retirement Planning, Pensions
Education
Red Rocks Community College
Network Engineering
Anne MacMullin's SS&C Technologies Experience February 1988 - Present
Job Senior Consultant at SS&C Technologies
Industry Information Technology and Services
Experience
SS&C Technologies February 1988 - Present
Education
St. Francis Xavier University 1979 — 1982
SS&C Technologies February 1988 - Present
Education
St. Francis Xavier University 1979 — 1982
Neil Neuwald's SS&C Technologies Experience September 2012 - Present
Job Sales Manager, BrokerDealers, Financial Markets Group
Industry Financial Services
Experience
SS&C Technologies September 2012 - Present
NYSE Technologies December 2009 - June 2012
NYFIX June 2007 - December 2009
Reuters February 1994 - January 2006
Skills
Financial Markets, Market Data, Electronic Trading, Trading Systems, Capital Markets, Trading, Business Strategy, Equities, Account Management, Portfolio Management, Hedge Funds, Financial Services, Derivatives, Sales, Business Analysis, Management, Fixed Income
Education
Pace University
Bachelor's of science
SS&C Technologies September 2012 - Present
NYSE Technologies December 2009 - June 2012
NYFIX June 2007 - December 2009
Reuters February 1994 - January 2006
Skills
Financial Markets, Market Data, Electronic Trading, Trading Systems, Capital Markets, Trading, Business Strategy, Equities, Account Management, Portfolio Management, Hedge Funds, Financial Services, Derivatives, Sales, Business Analysis, Management, Fixed Income
Education
Pace University
Bachelor's of science
Jim Strom's SS&C Technologies Experience August 2010 - August 2013
Job Senior Business Analyst at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments June 2014 - Present
Meradia Group January 2014 - June 2014
SunGard August 2013 - November 2013
SS&C Technologies August 2010 - August 2013
State Street/Investors Bank & Trust June 2005 - August 2010
Skills
Corporate Actions, Securities, Mutual Funds, Equities, Bloomberg, Fixed Income, Process Improvement, Business Analysis, Financial Services, Investments, Risk Management, Asset Managment, Project Management, Software Implementation, Private Equity, Product Management, Asset Management, Banking, CRM, Analysis, Relationship Management, Trading, Financial Risk, Investment Management
Education
Stonehill College
BS Business Administration, Management
New England School of Banking Trust School
Graduate of Trust and Estates Administration Program
Advanced Management Systems
Graduate, Operations Management
Fidelity Investments June 2014 - Present
Meradia Group January 2014 - June 2014
SunGard August 2013 - November 2013
SS&C Technologies August 2010 - August 2013
State Street/Investors Bank & Trust June 2005 - August 2010
Skills
Corporate Actions, Securities, Mutual Funds, Equities, Bloomberg, Fixed Income, Process Improvement, Business Analysis, Financial Services, Investments, Risk Management, Asset Managment, Project Management, Software Implementation, Private Equity, Product Management, Asset Management, Banking, CRM, Analysis, Relationship Management, Trading, Financial Risk, Investment Management
Education
Stonehill College
BS Business Administration, Management
New England School of Banking Trust School
Graduate of Trust and Estates Administration Program
Advanced Management Systems
Graduate, Operations Management
Matt St. Jean's SS&C Technologies Experience February 2010 - Present
Job Sr. Software Developer at SS&C Technologies
Industry Computer Software
Experience
SS&C Technologies February 2010 - Present
Freedom Disability October 2009 - February 2010
Siemens Enterprise Communications January 2009 - November 2009
SER Solutions March 2003 - January 2009
Vortecs, Inc. April 1998 - March 2003
Micro General Corporation August 1997 - April 1998
Aonix, Inc. November 1996 - July 1997
EIS International, Inc. May 1992 - October 1996
Skills
C#, C++, ADO.NET, T-SQL, SCM, CTI, .NET, Software Configuration..., WCF, Microsoft SQL Server, Web Services, Software Development, ASP.NET MVC, WinForms, Distributed Systems, Web Applications, Object Oriented Design, Unix
Education
Syracuse University 1987 — 1991
Bachelor of Science (BS), Computer Science
SS&C Technologies February 2010 - Present
Freedom Disability October 2009 - February 2010
Siemens Enterprise Communications January 2009 - November 2009
SER Solutions March 2003 - January 2009
Vortecs, Inc. April 1998 - March 2003
Micro General Corporation August 1997 - April 1998
Aonix, Inc. November 1996 - July 1997
EIS International, Inc. May 1992 - October 1996
Skills
C#, C++, ADO.NET, T-SQL, SCM, CTI, .NET, Software Configuration..., WCF, Microsoft SQL Server, Web Services, Software Development, ASP.NET MVC, WinForms, Distributed Systems, Web Applications, Object Oriented Design, Unix
Education
Syracuse University 1987 — 1991
Bachelor of Science (BS), Computer Science
Steffany Nicastro's SS&C Technologies Experience October 2009 - Present
Job Assistant Manager, Fund Services at SS&C Technologies
Industry Accounting
Experience
SS&C Technologies October 2009 - Present
SS&C Technologies August 2006 - October 2009
CP Baker & Company 2005 - 2006
Skills
Fund Accounting, Mutual Funds, Equities, Bloomberg, Financial Services, Hedge Funds, Fixed Income, Investments, Securities
Education
Providence College 2001 — 2005
SS&C Technologies October 2009 - Present
SS&C Technologies August 2006 - October 2009
CP Baker & Company 2005 - 2006
Skills
Fund Accounting, Mutual Funds, Equities, Bloomberg, Financial Services, Hedge Funds, Fixed Income, Investments, Securities
Education
Providence College 2001 — 2005
Kevin Broad's SS&C Technologies Experience November 2011 - Present
Job Project Manager at SS&C Technologies
Industry Information Technology and Services
Experience
SS&C Technologies November 2011 - Present
Carter's January 2009 - November 2011
Computershare March 1998 - November 2008
Westbrook Technologies 1996 - 1998
Executone 1995 - 1996
DataEase May 1995 - July 1995
Education
Sacred Heart University 1995 — 1999
BS, Computer Science
Gateway Technical College 1993 — 1995
Associates, Computer Engineering
SS&C Technologies November 2011 - Present
Carter's January 2009 - November 2011
Computershare March 1998 - November 2008
Westbrook Technologies 1996 - 1998
Executone 1995 - 1996
DataEase May 1995 - July 1995
Education
Sacred Heart University 1995 — 1999
BS, Computer Science
Gateway Technical College 1993 — 1995
Associates, Computer Engineering
Lee Murawski's SS&C Technologies Experience January 2013 - Present
Job Application Developer at SS&C Technologies
Industry Computer Software
Experience
SS&C Technologies January 2013 - Present
PriceLynx LLC July 2012 - December 2013
Oxygen Electronics September 2002 - August 2012
Centermark Technologies, Inc July 1993 - September 2002
Travelers Insurance September 1989 - June 1994
Skills
ASP.NET, Microsoft SQL Server, T-SQL, Visual Basic, VB.NET, C#, HTML, SQL, .NET, Software Design, Software Development, Web Development, Visual Studio, XML, Web Applications, IIS
Education
Southern Connecticut State University 1984 — 1989
BS, Computer Science
Suffield High 1980 — 1984
SS&C Technologies January 2013 - Present
PriceLynx LLC July 2012 - December 2013
Oxygen Electronics September 2002 - August 2012
Centermark Technologies, Inc July 1993 - September 2002
Travelers Insurance September 1989 - June 1994
Skills
ASP.NET, Microsoft SQL Server, T-SQL, Visual Basic, VB.NET, C#, HTML, SQL, .NET, Software Design, Software Development, Web Development, Visual Studio, XML, Web Applications, IIS
Education
Southern Connecticut State University 1984 — 1989
BS, Computer Science
Suffield High 1980 — 1984
Richard Drucker's SS&C Technologies Experience June 2009 - Present
Job Vice President of Software Development
Industry Computer Software
Experience
SS&C Technologies June 2009 - Present
SS&C Technologies January 2006 - June 2009
Open Information Systems September 1996 - December 2005
Norden Systems May 1989 - September 1996
Norden Systems February 1986 - May 1989
Skills
SQL
Education
Sacred Heart University 1985 — 1989
Bachelor of Science (BS), Computer Science
SUNY Stony Brook
SS&C Technologies June 2009 - Present
SS&C Technologies January 2006 - June 2009
Open Information Systems September 1996 - December 2005
Norden Systems May 1989 - September 1996
Norden Systems February 1986 - May 1989
Skills
SQL
Education
Sacred Heart University 1985 — 1989
Bachelor of Science (BS), Computer Science
SUNY Stony Brook
William Guest's SS&C Technologies Experience October 2009 - July 2010
Job Sales at Val's Ocean Pacific
Industry Information Technology and Services
Experience
Val's Ocean Pacific August 2015 - Present
Strategic Value Partners January 2013 - July 2015
Gartner May 2012 - December 2012
Gartner July 2010 - May 2012
SS&C Technologies October 2009 - July 2010
SS&C Technologies October 2007 - October 2009
PepsiCo Business Solutions Group 2006 - 2007
Skills
Mobile Technology, Windows Server, Active Directory, Windows 7, Data Center, VMware ESX, Microsoft Office, Windows XP, Windows, Virtualization, Cloud Computing, IT Management, VMware, Disaster Recovery, Technical Support, vSphere, Networking
Education
Roger Williams University 2002 — 2007
BS, Computer Information Systems
Val's Ocean Pacific August 2015 - Present
Strategic Value Partners January 2013 - July 2015
Gartner May 2012 - December 2012
Gartner July 2010 - May 2012
SS&C Technologies October 2009 - July 2010
SS&C Technologies October 2007 - October 2009
PepsiCo Business Solutions Group 2006 - 2007
Skills
Mobile Technology, Windows Server, Active Directory, Windows 7, Data Center, VMware ESX, Microsoft Office, Windows XP, Windows, Virtualization, Cloud Computing, IT Management, VMware, Disaster Recovery, Technical Support, vSphere, Networking
Education
Roger Williams University 2002 — 2007
BS, Computer Information Systems
Bob Moriarty's SS&C Technologies Experience November 1993 - March 2000
Job Manager, Business Analysis at Travelers
Industry Information Technology and Services
Experience
Travelers August 2014 - Present
Hartford Life April 2007 - July 2014
Hartford Life April 2004 - March 2007
Hartford Life September 2003 - March 2004
Hartford Life April 2000 - August 2003
SS&C Technologies November 1993 - March 2000
Skills
SDLC, Business Requirements, Requirements Gathering, Vendor Management, Resource Management, Business Analysis, Process Improvement, Requirements Analysis, Insurance
Education
Western New England University 1997 — 2000
MS, Information Systems
Providence College 1989 — 1993
BS, Business Administration
Travelers August 2014 - Present
Hartford Life April 2007 - July 2014
Hartford Life April 2004 - March 2007
Hartford Life September 2003 - March 2004
Hartford Life April 2000 - August 2003
SS&C Technologies November 1993 - March 2000
Skills
SDLC, Business Requirements, Requirements Gathering, Vendor Management, Resource Management, Business Analysis, Process Improvement, Requirements Analysis, Insurance
Education
Western New England University 1997 — 2000
MS, Information Systems
Providence College 1989 — 1993
BS, Business Administration
Evelyn Fayans's SS&C Technologies Experience August 2004 - Present
Job Senior Accountant at SS&C PEI Solutions
Industry Accounting
Experience
SS&C Technologies August 2004 - Present
Skills
Account Reconciliation, Accounting, Financial Accounting, Financial Reporting, Financial Statements, US GAAP, GAAP, Internal Controls, Hedge Funds, Financial Analysis, Auditing, Due Diligence, Finance, Fund Of Funds, Financial Modeling, Private Equity
Education
Pace University 1999 — 2003
SS&C Technologies August 2004 - Present
Skills
Account Reconciliation, Accounting, Financial Accounting, Financial Reporting, Financial Statements, US GAAP, GAAP, Internal Controls, Hedge Funds, Financial Analysis, Auditing, Due Diligence, Finance, Fund Of Funds, Financial Modeling, Private Equity
Education
Pace University 1999 — 2003
Starla Hendricks's SS&C Technologies Experience May 2004 - May 2006
Job Vice President Business Development at Financial Industry Technical Services, Inc. (FITS)
Industry Financial Services
Experience
Financial Industry Technical Services,Inc. (FITS) June 2006 - Present
PMI Minnesota 2008 - 2009
PMI Minnesota 2007 - 2008
SS&C Technologies May 2004 - May 2006
Marxen Systems, Inc. 2002 - 2004
SS&C Technologies 1998 - 2002
U.S Bancorp Investments 1996 - 1998
Wells Fargo Securities 1990 - 1996
Skills
Financial Services, Back Office, Business Analysis, Product Management, Relationship Management, Fixed Income, Securities, Mutual Funds, Equities, Risk Management, Vendor Management, New Business Development, Account Management, Process Improvement, Cross-functional Team..., Hedge Funds, Asset Management, Wealth Management, Derivatives, Trading Systems, Business Development, Banking, Trading, Series 7, Portfolio Management, Mergers & Acquisitions, Capital Markets, Financial Risk, Options, Funding, Strategy, Credit, Leadership, Analytics, Financial Analysis, Loans, Bonds
Education
St. Cloud State University
BS, Marketing
Wayzata High School
Financial Industry Technical Services,Inc. (FITS) June 2006 - Present
PMI Minnesota 2008 - 2009
PMI Minnesota 2007 - 2008
SS&C Technologies May 2004 - May 2006
Marxen Systems, Inc. 2002 - 2004
SS&C Technologies 1998 - 2002
U.S Bancorp Investments 1996 - 1998
Wells Fargo Securities 1990 - 1996
Skills
Financial Services, Back Office, Business Analysis, Product Management, Relationship Management, Fixed Income, Securities, Mutual Funds, Equities, Risk Management, Vendor Management, New Business Development, Account Management, Process Improvement, Cross-functional Team..., Hedge Funds, Asset Management, Wealth Management, Derivatives, Trading Systems, Business Development, Banking, Trading, Series 7, Portfolio Management, Mergers & Acquisitions, Capital Markets, Financial Risk, Options, Funding, Strategy, Credit, Leadership, Analytics, Financial Analysis, Loans, Bonds
Education
St. Cloud State University
BS, Marketing
Wayzata High School
Aladdin Elsayed's SS&C Technologies Experience 2004 - 2006
Job Associate Director, Valuations at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets December 2010 - Present
RBC Capital Markets July 2009 - December 2010
RBC Capital Markets May 2006 - June 2009
SS&C Technologies 2004 - 2006
Education
Penn State University 1999 — 2010
MBA, Finance
Rutgers University-New Brunswick 1993 — 1997
RBC Capital Markets December 2010 - Present
RBC Capital Markets July 2009 - December 2010
RBC Capital Markets May 2006 - June 2009
SS&C Technologies 2004 - 2006
Education
Penn State University 1999 — 2010
MBA, Finance
Rutgers University-New Brunswick 1993 — 1997
Priyambada Sinha's SS&C Technologies Experience December 2012 - Present
Job Team Lead at SS&C Technologies
Industry Information Technology and Services
Experience
SS&C Technologies December 2012 - Present
Thomson Reuters November 2009 - November 2012
IBM April 2009 - September 2009
Telomiova August 2008 - March 2009
Yekham International Ltd. January 2004 - June 2007
Skills
Requirements Analysis, Documentation, Database Management, Visio, SQL Server 2000-2008, Oracle SQL, Portia, Automation, PL/SQL, Core Java, MS Project, Business Analysis, Gap Analysis, Software Documentation, Oracle, SQL, Management, Training, Strategy, Databases, Agile Methodologies, Vendor Management, Database Admin, Microsoft SQL Server
Education
Simmons College - Simmons School of Management 2007 — 2008
MBA, Management & Business Administration
National Institute of Information & Technologies 2001 — 2003
MS Diploma, Computer Science, 1st
SS&C Technologies December 2012 - Present
Thomson Reuters November 2009 - November 2012
IBM April 2009 - September 2009
Telomiova August 2008 - March 2009
Yekham International Ltd. January 2004 - June 2007
Skills
Requirements Analysis, Documentation, Database Management, Visio, SQL Server 2000-2008, Oracle SQL, Portia, Automation, PL/SQL, Core Java, MS Project, Business Analysis, Gap Analysis, Software Documentation, Oracle, SQL, Management, Training, Strategy, Databases, Agile Methodologies, Vendor Management, Database Admin, Microsoft SQL Server
Education
Simmons College - Simmons School of Management 2007 — 2008
MBA, Management & Business Administration
National Institute of Information & Technologies 2001 — 2003
MS Diploma, Computer Science, 1st
Ermal Mimani's SS&C Technologies Experience April 2013 - March 2015
Job Senior System Engineer at RoundTower Technologies, Inc.
Industry Financial Services
Experience
RoundTower Technologies, Inc. September 2015 - Present
iCorps Technologies March 2015 - Present
SS&C Technologies April 2013 - March 2015
Optikos Corporation November 2012 - April 2013
Grass Valley USA LLC March 2007 - November 2012
Roan Solutions, Inc May 2004 - February 2007
Astaro AG 2004 - 2007
Luminus Devices 2004 - 2007
Reliant Mortgage November 2001 - May 2004
apps4biz.com May 1999 - November 2001
Skills
Security, Networking, Hardware, Windows, Active Directory, Project Management, SQL, Network Security, Team Leadership, Disaster Recovery, TCP/IP, SharePoint, Riverbed, Cisco Technologies, Cloud Computing, VPN, IIS, Microsoft Exchange, Integration, Microsoft SQL Server, Servers, System Administration, VMware ESX, Databases, Windows Server, Enterprise Software, IT Service Management, Technical Support, Virtualization, IT Management, VMware, Management, Information Technology, System Deployment, Infrastructure, WAN, Software Installation
Education
Suffolk University 1999 — 2003
BSBA, CIS, 3.7
Suffolk University - Sawyer School of Management 1999 — 2003
BSBA, Computer Information Systems
RoundTower Technologies, Inc. September 2015 - Present
iCorps Technologies March 2015 - Present
SS&C Technologies April 2013 - March 2015
Optikos Corporation November 2012 - April 2013
Grass Valley USA LLC March 2007 - November 2012
Roan Solutions, Inc May 2004 - February 2007
Astaro AG 2004 - 2007
Luminus Devices 2004 - 2007
Reliant Mortgage November 2001 - May 2004
apps4biz.com May 1999 - November 2001
Skills
Security, Networking, Hardware, Windows, Active Directory, Project Management, SQL, Network Security, Team Leadership, Disaster Recovery, TCP/IP, SharePoint, Riverbed, Cisco Technologies, Cloud Computing, VPN, IIS, Microsoft Exchange, Integration, Microsoft SQL Server, Servers, System Administration, VMware ESX, Databases, Windows Server, Enterprise Software, IT Service Management, Technical Support, Virtualization, IT Management, VMware, Management, Information Technology, System Deployment, Infrastructure, WAN, Software Installation
Education
Suffolk University 1999 — 2003
BSBA, CIS, 3.7
Suffolk University - Sawyer School of Management 1999 — 2003
BSBA, Computer Information Systems
Ronald Felton's SS&C Technologies Experience August 2006 - July 2011
Job Senior Accountant at Caxton Associates
Industry Accounting
Experience
Caxton Associates October 2013 - Present
P. Schoenfeld Asset Management (PSAM) July 2011 - October 2013
SS&C Technologies August 2006 - July 2011
Skills
Hedge Funds
Education
Rutgers Graduate Business School 2009 — 2010
Masters of Financial Accountancy, Accounting
Virginia State University
Caxton Associates October 2013 - Present
P. Schoenfeld Asset Management (PSAM) July 2011 - October 2013
SS&C Technologies August 2006 - July 2011
Skills
Hedge Funds
Education
Rutgers Graduate Business School 2009 — 2010
Masters of Financial Accountancy, Accounting
Virginia State University
Keith Duvin's SS&C Technologies Experience Sr. DirectorSS&C Technologies, Inc.1989 - Present
Job Sr. Director at SS&C Technologies
Industry Financial Services
Experience
SS&C Technologies Sr. DirectorSS&C Technologies, Inc.1989 - Present
SS&C Technologies, Inc. 1989 - Present
Skills
Asset Managment
Education
Rider University 1989 — 1992
MBA
Susquehanna University 1981 — 1984
BS
SS&C Technologies Sr. DirectorSS&C Technologies, Inc.1989 - Present
SS&C Technologies, Inc. 1989 - Present
Skills
Asset Managment
Education
Rider University 1989 — 1992
MBA
Susquehanna University 1981 — 1984
BS
Richard Greene's SS&C Technologies Experience 1994 - 1997
Job Managing Director and Engagement/Program Manager at Global Finesse (Hartford and Manhattan Offices)
Industry Investment Management
Experience
Global Finesse 2004 - Present
Hartford Investment Management 2000 - 2004
The Hartford 1997 - 2000
Putnam Investments 1997 - 1997
SS&C Technologies 1994 - 1997
Thomson Reuters Trading Services 1991 - 1994
Skills
Fixed Income, Portfolio Management, Derivatives, Financial Services, Investments, Risk Management, SDLC, Investment Management, Business Analysis, Asset Management, Trading, Asset Managment, BlackRock Aladdin, Bloomberg, Project Portfolio..., Insurance, Electronic Trading, Trading Systems, Business Requirements, Hedge Funds, Mutual Funds, Financial Risk, PMO, Back Office, Summit, Market Risk, Java, Investment Banking, Commercial Banking, Charles River IMS, Agile Methodologies, Software Project..., Software Product..., Management Consulting, Variable Annuities, Banking, Program Management, Alternative Investments, Start-ups, Market Data, Wealth Management, SS&C CAMRA, Paragon, Executive Management, Credit Derivatives, FX Options, Interest Rate..., Cross-functional Team..., Product Management, Basel III
Education
The George Washington University - School of Business
Masters in Project Management, ESI Program
State University of New York College at Fredonia 1983 — 1987
BS degree in Computer and Information Science, Computer Science and Engineering
Global Finesse 2004 - Present
Hartford Investment Management 2000 - 2004
The Hartford 1997 - 2000
Putnam Investments 1997 - 1997
SS&C Technologies 1994 - 1997
Thomson Reuters Trading Services 1991 - 1994
Skills
Fixed Income, Portfolio Management, Derivatives, Financial Services, Investments, Risk Management, SDLC, Investment Management, Business Analysis, Asset Management, Trading, Asset Managment, BlackRock Aladdin, Bloomberg, Project Portfolio..., Insurance, Electronic Trading, Trading Systems, Business Requirements, Hedge Funds, Mutual Funds, Financial Risk, PMO, Back Office, Summit, Market Risk, Java, Investment Banking, Commercial Banking, Charles River IMS, Agile Methodologies, Software Project..., Software Product..., Management Consulting, Variable Annuities, Banking, Program Management, Alternative Investments, Start-ups, Market Data, Wealth Management, SS&C CAMRA, Paragon, Executive Management, Credit Derivatives, FX Options, Interest Rate..., Cross-functional Team..., Product Management, Basel III
Education
The George Washington University - School of Business
Masters in Project Management, ESI Program
State University of New York College at Fredonia 1983 — 1987
BS degree in Computer and Information Science, Computer Science and Engineering
Glenn Soucy's SS&C Technologies Experience September 2010 - August 2013
Job Senior Consultant at AltaReturn
Industry Computer Software
Experience
AltaReturn August 2013 - Present
SS&C Technologies September 2010 - August 2013
TheNextRound, a division of SS&C Technologies, Inc. September 2009 - August 2010
Investor's Bank & Trust 2004 - 2006
Ironbridge Networks 1999 - 2001
Education
Rensselaer Polytechnic Institute 1999 — 2003
B.S., Industrial & Management Engineering
AltaReturn August 2013 - Present
SS&C Technologies September 2010 - August 2013
TheNextRound, a division of SS&C Technologies, Inc. September 2009 - August 2010
Investor's Bank & Trust 2004 - 2006
Ironbridge Networks 1999 - 2001
Education
Rensselaer Polytechnic Institute 1999 — 2003
B.S., Industrial & Management Engineering
Kiril Chernev's SS&C Technologies Experience September 2014 - Present
Job Implementations and Onboarding
Industry Accounting
Experience
SS&C Technologies September 2014 - Present
State Street August 2011 - Present
State Street November 2010 - August 2011
State Street July 2008 - November 2010
SCA November 2007 - July 2008
First American Title June 2006 - September 2006
Skills
Investments, Equities, Bloomberg, Securities, Fixed Income, Mutual Funds, Accounting, Auditing, Financial Analysis, Financial Services
Education
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2006
Bachelor's degree, International Economics
SS&C Technologies September 2014 - Present
State Street August 2011 - Present
State Street November 2010 - August 2011
State Street July 2008 - November 2010
SCA November 2007 - July 2008
First American Title June 2006 - September 2006
Skills
Investments, Equities, Bloomberg, Securities, Fixed Income, Mutual Funds, Accounting, Auditing, Financial Analysis, Financial Services
Education
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2006
Bachelor's degree, International Economics
Nicole Eberhardt's SS&C Technologies Experience January 1998 - August 2005
Job Xofficio LLC
Industry Financial Services
Experience
Xofficio LLC February 2015 - Present
Strovis CFO September 2014 - February 2015
Strovis Payroll September 2014 - January 2015
TKS Solutions, LLC July 2005 - December 2013
SS&C Technologies January 1998 - August 2005
Skills
Hedge Funds, Asset Managment, Trading Systems, Equities, Fund Accounting, Finance, Asset Management, Product Management, Alternative Investments, Back Office, Fixed Income, Financial Markets, Business Development, Capital Markets, Financial Analysis, Portfolio Management, Private Equity, Securities, Bloomberg, Fund Of Funds, FX Options, Investor Relations, Derivatives, Start-ups, Financial Structuring, Equity Derivatives, Emerging Markets, Market Data, Investments, Options, Financial Services, Bonds, Mutual Funds, Funding, Electronic Trading, Equity Trading, Venture Capital, Valuation, Investment Management, Credit Derivatives, Structured Products, Trading, Investment Banking
Education
State University of New York at New Paltz
Xofficio LLC February 2015 - Present
Strovis CFO September 2014 - February 2015
Strovis Payroll September 2014 - January 2015
TKS Solutions, LLC July 2005 - December 2013
SS&C Technologies January 1998 - August 2005
Skills
Hedge Funds, Asset Managment, Trading Systems, Equities, Fund Accounting, Finance, Asset Management, Product Management, Alternative Investments, Back Office, Fixed Income, Financial Markets, Business Development, Capital Markets, Financial Analysis, Portfolio Management, Private Equity, Securities, Bloomberg, Fund Of Funds, FX Options, Investor Relations, Derivatives, Start-ups, Financial Structuring, Equity Derivatives, Emerging Markets, Market Data, Investments, Options, Financial Services, Bonds, Mutual Funds, Funding, Electronic Trading, Equity Trading, Venture Capital, Valuation, Investment Management, Credit Derivatives, Structured Products, Trading, Investment Banking
Education
State University of New York at New Paltz
Joanne Eby's SS&C Technologies Experience May 1987 - June 1998
Job Consultant in the Financial Services Industry
Industry Financial Services
Experience
Nth Degree Fiduciary Solutions (NDFS LLC) 2005 - Present
Cannon Financial Institute June 2001 - Present
Harris Bank September 2000 - January 2005
Bank of Montreal June 1998 - August 2000
SS&C Technologies May 1987 - June 1998
Skills
Fiduciary Internal Audit, Fiduciary Compliance, Fiduciary Policy Writing, Internal Audit, Policy Writing, Reviews, Compliance Testing, Risk Management, Banking, Investments, Wealth Management, Risk Assessment, Securities, Strategic Planning, Fiduciary, Strategic Financial..., Financial Risk, Relationship Management, Finance
Education
The John Marshall Law School 2009 — 2013
JD, Law
York University - Schulich School of Business 1984 — 1986
MBA, Information Systems and Public Policy
Western University 1976 — 1980
Honors BA, English Language & Literature
Nth Degree Fiduciary Solutions (NDFS LLC) 2005 - Present
Cannon Financial Institute June 2001 - Present
Harris Bank September 2000 - January 2005
Bank of Montreal June 1998 - August 2000
SS&C Technologies May 1987 - June 1998
Skills
Fiduciary Internal Audit, Fiduciary Compliance, Fiduciary Policy Writing, Internal Audit, Policy Writing, Reviews, Compliance Testing, Risk Management, Banking, Investments, Wealth Management, Risk Assessment, Securities, Strategic Planning, Fiduciary, Strategic Financial..., Financial Risk, Relationship Management, Finance
Education
The John Marshall Law School 2009 — 2013
JD, Law
York University - Schulich School of Business 1984 — 1986
MBA, Information Systems and Public Policy
Western University 1976 — 1980
Honors BA, English Language & Literature
Kristen Schwecke's SS&C Technologies Experience August 2005 - Present
Job Director | VicePresident
Industry Financial Services
Experience
SS&C Technologies August 2005 - Present
Skills
Product Management, CRM, Business Development, Product Marketing, Competitive Analysis, New Business Development, Market Research, Strategic Planning, Digital Marketing, Online Lead Generation, Public Relations, Marketing Communications, Corporate Events, Integrated Marketing, Financial Services, Sales, Trade Shows, Team Leadership, Portfolio Management, Program Management, Mergers & Acquisitions, Strategy, Social Media, Direct Marketing, Analytics, Leadership, B2B, Management, Event Management, Online Marketing
Education
Ryerson University
Event Management Certificate, Marketing
York University
Political Science
York University
Introduction to Marketing, Marketing/Marketing Management, General
SS&C Technologies August 2005 - Present
Skills
Product Management, CRM, Business Development, Product Marketing, Competitive Analysis, New Business Development, Market Research, Strategic Planning, Digital Marketing, Online Lead Generation, Public Relations, Marketing Communications, Corporate Events, Integrated Marketing, Financial Services, Sales, Trade Shows, Team Leadership, Portfolio Management, Program Management, Mergers & Acquisitions, Strategy, Social Media, Direct Marketing, Analytics, Leadership, B2B, Management, Event Management, Online Marketing
Education
Ryerson University
Event Management Certificate, Marketing
York University
Political Science
York University
Introduction to Marketing, Marketing/Marketing Management, General
Paul Tetreault, CPA's SS&C Technologies Experience 1999 - 2008
Job Senior Director Operations at SS&C Technologies, Inc.
Industry Financial Services
Experience
SS&C Technologies, Inc. February 1999 - Present
SS&C Technologies 1999 - 2008
Education
Providence College 1975 — 1979
BS, Accounting
University of Connecticut
MBA, Finance
SS&C Technologies, Inc. February 1999 - Present
SS&C Technologies 1999 - 2008
Education
Providence College 1975 — 1979
BS, Accounting
University of Connecticut
MBA, Finance
Jungwon Yoon's SS&C Technologies Experience March 2012 - Present
Job Director at SS&C Technologies
Industry Accounting
Experience
SS&C Technologies March 2012 - Present
HSBC Securities April 2004 - March 2012
Skills
Hedge Funds, Bloomberg, Fund Accounting, Fund Administration, Derivatives, Fixed Income, Valuation, Equities
Education
Rutgers University-New Brunswick
SS&C Technologies March 2012 - Present
HSBC Securities April 2004 - March 2012
Skills
Hedge Funds, Bloomberg, Fund Accounting, Fund Administration, Derivatives, Fixed Income, Valuation, Equities
Education
Rutgers University-New Brunswick
Emily Strickland's SS&C Technologies Experience December 2006 - Present
Job Investment Operations at SS&C Technologies
Industry Financial Services
Experience
SS&C Technologies December 2006 - Present
Boston Advisors January 2004 - December 2006
Investors Bank & Trust 2004 - 2005
Skills
Analysis
Education
San Diego State University-California State University 1997 — 2001
SS&C Technologies December 2006 - Present
Boston Advisors January 2004 - December 2006
Investors Bank & Trust 2004 - 2005
Skills
Analysis
Education
San Diego State University-California State University 1997 — 2001
Christina Strom's SS&C Technologies Experience September 2006 - Present
Job Senior Implementation Specialist at SS&C Technologies
Industry Financial Services
Experience
SS&C Technologies September 2006 - Present
State Street Bank 1997 - 2006
Investors Bank and Trut Company 1990 - 1997
Education
Salem State College 1985 — 1989
BS, Business Administration - Accounting
SS&C Technologies September 2006 - Present
State Street Bank 1997 - 2006
Investors Bank and Trut Company 1990 - 1997
Education
Salem State College 1985 — 1989
BS, Business Administration - Accounting
Jim Merrick's SS&C Technologies Experience
Job Retired VP, Special Development Projects at SS&C Technologies
Industry Computer Software
Experience
SS&C Technologies
Skills
Trading Systems, SDLC, Business Analysis, SaaS, Software Development, Vendor Management, Requirements Analysis, Software Project..., Integration, Agile Methodologies, Business Requirements, IT Strategy, Project Portfolio..., Requirements Gathering
Education
Rensselaer Polytechnic Institute 1956 — 1960
M.S., Computer Science
SS&C Technologies
Skills
Trading Systems, SDLC, Business Analysis, SaaS, Software Development, Vendor Management, Requirements Analysis, Software Project..., Integration, Agile Methodologies, Business Requirements, IT Strategy, Project Portfolio..., Requirements Gathering
Education
Rensselaer Polytechnic Institute 1956 — 1960
M.S., Computer Science
Eric Beauchamp's SS&C Technologies Experience January 2009 - February 2010
Job Owner of Palladium Real Estate Services
Industry Real Estate
Experience
Palladium Real Estate Services March 2002 - Present
City of Evanston Housing Commission March 2005 - March 2011
SS&C Technologies January 2009 - February 2010
Microsoft Corporation 1999 - 2002
IBM 1997 - 1999
Micro Electronics, Inc WinBook Division June 1994 - April 1996
Winbook Computer Corp. January 1993 - June 1994
Education
The Ohio State University 1990 — 1995
B.A, Psychology
Palladium Real Estate Services March 2002 - Present
City of Evanston Housing Commission March 2005 - March 2011
SS&C Technologies January 2009 - February 2010
Microsoft Corporation 1999 - 2002
IBM 1997 - 1999
Micro Electronics, Inc WinBook Division June 1994 - April 1996
Winbook Computer Corp. January 1993 - June 1994
Education
The Ohio State University 1990 — 1995
B.A, Psychology
Irene Lee, CFA's SS&C Technologies Experience January 2008 - Present
Job Director at SS&C Technologies
Industry Accounting
Experience
SS&C Technologies January 2008 - Present
Mackenzie financial 2003 - 2006
Mackenzie financial 2003 - 2006
Skills
Hedge Funds, Accounting, Alternative Investments, Fixed Income, US GAAP, Derivatives, Equities
Education
The Chinese University of Hong Kong
Bachelor of Business Administration
SS&C Technologies January 2008 - Present
Mackenzie financial 2003 - 2006
Mackenzie financial 2003 - 2006
Skills
Hedge Funds, Accounting, Alternative Investments, Fixed Income, US GAAP, Derivatives, Equities
Education
The Chinese University of Hong Kong
Bachelor of Business Administration
William Linden's SS&C Technologies Experience January 1996 - December 2000
Job SVP Securities Lending at Citi
Industry Information Technology and Services
Experience
Citi March 2015 - Present
Citi June 2010 - Present
Ryan Associates January 2010 - June 2010
Schroders Investment Management April 2007 - November 2008
Mellon HBV Alternative Strategies, LLC January 2003 - April 2007
Sungard (formerly IBSI) January 2001 - January 2003
VERBIND, INC January 2000 - January 2001
SS&C Technologies January 1996 - December 2000
First Data Corporation July 1993 - January 1996
Skills
Fixed Income, Asset Managment, Equities, Trading, Hedge Funds, Portfolio Management, Investments, Investment Banking, Change Management
Education
University of Connecticut 1998 — 2000
Masters, Masters in Business Administration
Siena College 1989 — 1993
BS, Finance
Citi March 2015 - Present
Citi June 2010 - Present
Ryan Associates January 2010 - June 2010
Schroders Investment Management April 2007 - November 2008
Mellon HBV Alternative Strategies, LLC January 2003 - April 2007
Sungard (formerly IBSI) January 2001 - January 2003
VERBIND, INC January 2000 - January 2001
SS&C Technologies January 1996 - December 2000
First Data Corporation July 1993 - January 1996
Skills
Fixed Income, Asset Managment, Equities, Trading, Hedge Funds, Portfolio Management, Investments, Investment Banking, Change Management
Education
University of Connecticut 1998 — 2000
Masters, Masters in Business Administration
Siena College 1989 — 1993
BS, Finance
Heather Kupp's SS&C Technologies Experience October 2004 - July 2006
Job Director of Custom Services at TKS Solutions, LLC
Industry Computer Software
Experience
TKS Solutions, LLC January 2013 - Present
TKS Solutions June 2008 - January 2013
Strategic Value Partners July 2006 - June 2008
SS&C Technologies October 2004 - July 2006
Primedia April 2004 - October 2004
Hershey Entertainment & Resorts November 2002 - April 2004
Skills
Fund Accounting, Hedge Funds, Back Office, Accounting, Portfolio Management, Private Equity, Asset Management, Equities, Alternative Investments, Securities, Fixed Income, Bloomberg, Mutual Funds, Capital Markets, Trading Systems
Education
Penn State University 2000 — 2002
Bachelor of Science, Accounting
TKS Solutions, LLC January 2013 - Present
TKS Solutions June 2008 - January 2013
Strategic Value Partners July 2006 - June 2008
SS&C Technologies October 2004 - July 2006
Primedia April 2004 - October 2004
Hershey Entertainment & Resorts November 2002 - April 2004
Skills
Fund Accounting, Hedge Funds, Back Office, Accounting, Portfolio Management, Private Equity, Asset Management, Equities, Alternative Investments, Securities, Fixed Income, Bloomberg, Mutual Funds, Capital Markets, Trading Systems
Education
Penn State University 2000 — 2002
Bachelor of Science, Accounting
Andrew Dove's SS&C Technologies Experience May 2012 - Present
Job Partnership Fund Accountant
Industry Accounting
Experience
SS&C Technologies May 2012 - Present
Venture Management Services August 2008 - January 2011
Rider University May 2006 - May 2008
Rider University October 2004 - May 2006
Rider University October 2004 - May 2006
Skills
QuickBooks, Accounting, GAAP, Financial Reporting, Bookkeeping, Auditing, Outlook, PowerPoint, Microsoft Excel, Internal Controls, Internal Audit, Microsoft Word, Financial Analysis, Access, Microsoft Office
Education
Rider University 2006 — 2008
Masters, Accounting
Rider University 2003 — 2006
Bachelors, Accounting
SS&C Technologies May 2012 - Present
Venture Management Services August 2008 - January 2011
Rider University May 2006 - May 2008
Rider University October 2004 - May 2006
Rider University October 2004 - May 2006
Skills
QuickBooks, Accounting, GAAP, Financial Reporting, Bookkeeping, Auditing, Outlook, PowerPoint, Microsoft Excel, Internal Controls, Internal Audit, Microsoft Word, Financial Analysis, Access, Microsoft Office
Education
Rider University 2006 — 2008
Masters, Accounting
Rider University 2003 — 2006
Bachelors, Accounting
Stuart Weinberg's SS&C Technologies Experience April 1992 - Present
Job Project Manager at SS&C Technologies
Industry Computer Software
Experience
SS&C Technologies April 1992 - Present
Information Builders September 1990 - April 1992
ILC Data Device Corporation 1986 - 1990
Skills
Project Management, Team Leadership, C++, Integration, Analysis, Project Planning, Agile Methodologies, Software Project..., Microsoft Excel, Public Speaking, Customer Service, Java, Strategic Planning, Cloud Computing, Teaching, Product Management, Microsoft Office, Budgets, Web Development
Education
State University of New York at Stony Brook 1986 — 1990
B.S, Computers Science / Applied math
SS&C Technologies April 1992 - Present
Information Builders September 1990 - April 1992
ILC Data Device Corporation 1986 - 1990
Skills
Project Management, Team Leadership, C++, Integration, Analysis, Project Planning, Agile Methodologies, Software Project..., Microsoft Excel, Public Speaking, Customer Service, Java, Strategic Planning, Cloud Computing, Teaching, Product Management, Microsoft Office, Budgets, Web Development
Education
State University of New York at Stony Brook 1986 — 1990
B.S, Computers Science / Applied math
Lance Weer II's SS&C Technologies Experience May 2007 - Present
Job Associate Accountant at SS&C Technologies
Industry Accounting
Experience
SS&C Technologies May 2007 - Present
Education
Rowan University 2003 — 2007
BS, Accounting & Finance
SS&C Technologies May 2007 - Present
Education
Rowan University 2003 — 2007
BS, Accounting & Finance
Michael Dorunda's SS&C Technologies Experience March 2007 - Present
Job Senior Manager Hedge Fund Accounting at SS&C Technologies
Industry Financial Services
Experience
SS&C Technologies March 2007 - Present
SunGard May 2001 - February 2007
State Street October 1997 - May 2001
Education
Saint Anselm College 1993 — 1997
Bachelor of Science (BS), Mathematics and Economics
SS&C Technologies March 2007 - Present
SunGard May 2001 - February 2007
State Street October 1997 - May 2001
Education
Saint Anselm College 1993 — 1997
Bachelor of Science (BS), Mathematics and Economics
Scarlett Lu's SS&C Technologies Experience November 2014 - Present
Job Senior Fund Accountant at SS&C Technologies
Industry Accounting
Experience
SS&C Technologies November 2014 - Present
EY January 2014 - November 2014
McGladrey October 2013 - January 2014
McGladrey October 2011 - October 2013
Northwestern Mutual May 2010 - October 2011
Career Exploration Services College of Arts and Science January 2009 - May 2010
RSM McGladrey June 2009 - September 2009
Syracuse Center for Career Services March 2009 - May 2009
WeiWei& Co.LLP June 2008 - August 2008
Rothstein Kass June 2008 - June 2008
Skills
Accounting, Financial Analysis, Financial Reporting, Auditing, Internal Controls, Financial Accounting, GAAP, Financial Statements, Microsoft Excel, Hedge Funds
Education
Syracuse University - Martin J. Whitman School of Management 2010 — 2011
Masters, Accounting
Syracuse University - Martin J. Whitman School of Management 2006 — 2010
Bachelor of Science, Accounting and Finance (CPA Track)
SS&C Technologies November 2014 - Present
EY January 2014 - November 2014
McGladrey October 2013 - January 2014
McGladrey October 2011 - October 2013
Northwestern Mutual May 2010 - October 2011
Career Exploration Services College of Arts and Science January 2009 - May 2010
RSM McGladrey June 2009 - September 2009
Syracuse Center for Career Services March 2009 - May 2009
WeiWei& Co.LLP June 2008 - August 2008
Rothstein Kass June 2008 - June 2008
Skills
Accounting, Financial Analysis, Financial Reporting, Auditing, Internal Controls, Financial Accounting, GAAP, Financial Statements, Microsoft Excel, Hedge Funds
Education
Syracuse University - Martin J. Whitman School of Management 2010 — 2011
Masters, Accounting
Syracuse University - Martin J. Whitman School of Management 2006 — 2010
Bachelor of Science, Accounting and Finance (CPA Track)
Robert Mehler's SS&C Technologies Experience May 2015 - Present
Job Senior Manager at SS&C Technologies
Industry Information Technology and Services
Experience
SS&C Technologies May 2015 - Present
SS&C Technologies June 2011 - April 2015
CIBC February 2010 - May 2011
CIBC Wealth Management August 2003 - February 2010
CGI 2001 - 2003
Valadeo Technologies Inc. 2001 - 2001
Kilcoo Camp 1993 - 1995
Skills
Vendor Relations, Procurement, Outsourcing, RFP, Business Analysis, Team Building, Asset Management, Negotiation, Contract Negotiation, Team Leadership, Project Management, Wealth Management, Asset Managment, Management, Management Consulting, Business Development
Education
Queen's University 1994 — 1998
BA, Business German
Trinity College School 1992 — 1994
Crescent School 1988 — 1993
SS&C Technologies May 2015 - Present
SS&C Technologies June 2011 - April 2015
CIBC February 2010 - May 2011
CIBC Wealth Management August 2003 - February 2010
CGI 2001 - 2003
Valadeo Technologies Inc. 2001 - 2001
Kilcoo Camp 1993 - 1995
Skills
Vendor Relations, Procurement, Outsourcing, RFP, Business Analysis, Team Building, Asset Management, Negotiation, Contract Negotiation, Team Leadership, Project Management, Wealth Management, Asset Managment, Management, Management Consulting, Business Development
Education
Queen's University 1994 — 1998
BA, Business German
Trinity College School 1992 — 1994
Crescent School 1988 — 1993
Ryan Kotelnicki's SS&C Technologies Experience January 2008 - September 2010
Job Vice President, Private Equity at BlackRock
Industry Investment Management
Experience
BlackRock August 2014 - Present
VMS Fund Administration June 2011 - August 2014
JP Morgan Chase September 2010 - July 2011
SS&C Technologies January 2008 - September 2010
O'Connor Davies Munns & Dobbins, LLP 2005 - 2007
Skills
Fund Administration, Private Equity, Accounting, Excel, Portfolio Management, Fund Of Funds, Fund Accounting, Reconciliation, Financial Reporting, US GAAP, GAAP, Financial Statements, SEC filings, Mutual Funds, Financial Accounting, Account Reconciliation, Microsoft Excel, Financial Analysis, Finance, SEC Filings
Education
Rider University 2001 — 2005
BS, Accounting
BlackRock August 2014 - Present
VMS Fund Administration June 2011 - August 2014
JP Morgan Chase September 2010 - July 2011
SS&C Technologies January 2008 - September 2010
O'Connor Davies Munns & Dobbins, LLP 2005 - 2007
Skills
Fund Administration, Private Equity, Accounting, Excel, Portfolio Management, Fund Of Funds, Fund Accounting, Reconciliation, Financial Reporting, US GAAP, GAAP, Financial Statements, SEC filings, Mutual Funds, Financial Accounting, Account Reconciliation, Microsoft Excel, Financial Analysis, Finance, SEC Filings
Education
Rider University 2001 — 2005
BS, Accounting
Vrinda Patel's SS&C Technologies Experience June 2007 - August 2009
Job Infrastucture Engineer Manager at CIGNA
Industry Information Technology and Services
Experience
CIGNA August 2009 - Present
SS&C Technologies June 2007 - August 2009
Education
Southern Connecticut State University 1999 — 2002
Computer Information Systems
CIGNA August 2009 - Present
SS&C Technologies June 2007 - August 2009
Education
Southern Connecticut State University 1999 — 2002
Computer Information Systems
Derick Everett's SS&C Technologies Experience November 2011 - Present
Job Operations Support Specialist at SS&C Technologies
Industry Financial Services
Experience
SS&C Technologies November 2011 - Present
USBank March 2008 - May 2012
Investors Bank & Trust October 2005 - March 2008
Education
Roger Williams University 2001 — 2005
BS, Financial Services
SS&C Technologies November 2011 - Present
USBank March 2008 - May 2012
Investors Bank & Trust October 2005 - March 2008
Education
Roger Williams University 2001 — 2005
BS, Financial Services
Michael Totman's SS&C Technologies Experience February 2010 - Present
Job Manager, SS&C Technologies
Industry Financial Services
Experience
SS&C GlobeOp September 2012 - Present
SS&C Technologies February 2010 - Present
Bermuda Lacrosse Association September 2007 - September 2009
Citi Hedge Fund Services, Ltd February 2005 - February 2009
Fidelity Investments June 2001 - September 2004
Skills
Marketing, Event Planning, Management, Fundraising, Press Releases, Financial Services, Accounting, Portfolio Management, Media Relations, Mutual Funds, Blogging, Sports Marketing, Sports, Sponsorship, Business Analysis, Enterprise Architecture, Leadership, Time Management
Education
Bryant University Executive Development Center 2006 — 2007
Certificate, Project Management
Suffolk University - Sawyer Business School 2002 — 2004
MBA, Finance
Stonehill College 1997 — 2001
BSBA, Finance, general business, computer information systems
SS&C GlobeOp September 2012 - Present
SS&C Technologies February 2010 - Present
Bermuda Lacrosse Association September 2007 - September 2009
Citi Hedge Fund Services, Ltd February 2005 - February 2009
Fidelity Investments June 2001 - September 2004
Skills
Marketing, Event Planning, Management, Fundraising, Press Releases, Financial Services, Accounting, Portfolio Management, Media Relations, Mutual Funds, Blogging, Sports Marketing, Sports, Sponsorship, Business Analysis, Enterprise Architecture, Leadership, Time Management
Education
Bryant University Executive Development Center 2006 — 2007
Certificate, Project Management
Suffolk University - Sawyer Business School 2002 — 2004
MBA, Finance
Stonehill College 1997 — 2001
BSBA, Finance, general business, computer information systems
Jennifer Livak's SS&C Technologies Experience July 2012 - October 2013
Job Senior Associate at ClearServe
Industry Accounting
Experience
ClearServe August 2015 - Present
HedgeServ October 2014 - 2015
Centerbridge Partners October 2013 - 2014
SS&C Technologies July 2012 - October 2013
AIS Fund Administration June 2009 - May 2012
AIS Fund Administration May 2008 - September 2008
Skills
Bloomberg, Financial Analysis, Accounting, Financial Statements, Hedge Funds, Fund Of Funds, Equities, Fixed Income, Options, Swaps, Microsoft Excel, Valuation, Financial Modeling, Microsoft Office, Microsoft Word, Financial Reporting, PowerPoint, Bloomberg Terminal, Alternative Investments, Finance, Account Reconciliation, Auditing, Fund Accounting, Mutual Funds, Financial Services, Financial Accounting
Education
Rutgers University-New Brunswick 2005 — 2009
BA, Economics and Statistics
ClearServe August 2015 - Present
HedgeServ October 2014 - 2015
Centerbridge Partners October 2013 - 2014
SS&C Technologies July 2012 - October 2013
AIS Fund Administration June 2009 - May 2012
AIS Fund Administration May 2008 - September 2008
Skills
Bloomberg, Financial Analysis, Accounting, Financial Statements, Hedge Funds, Fund Of Funds, Equities, Fixed Income, Options, Swaps, Microsoft Excel, Valuation, Financial Modeling, Microsoft Office, Microsoft Word, Financial Reporting, PowerPoint, Bloomberg Terminal, Alternative Investments, Finance, Account Reconciliation, Auditing, Fund Accounting, Mutual Funds, Financial Services, Financial Accounting
Education
Rutgers University-New Brunswick 2005 — 2009
BA, Economics and Statistics
Peter Chung's SS&C Technologies Experience September 2011 - August 2014
Job Senior Fund Accountant at Citco Fund Services
Industry Accounting
Experience
Citco Fund Services August 2014 - Present
SS&C Technologies September 2011 - August 2014
Solix Inc. February 2011 - August 2011
Rothstein Kass January 2010 - March 2010
Skills
Accounting, Microsoft Office, QuickBooks, Strategic Planning, Tax, Research, Budgets, Account Reconciliation, PowerPoint, Microsoft Excel, Microsoft Word, Financial Accounting, Financial Reporting, Invoicing, Software Documentation, Financial Analysis, Auditing, General Ledger
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2007 — 2009
BS, accounting
Rutgers, The State University of New Jersey-New Brunswick 2005 — 2009
BS, Accounting
Citco Fund Services August 2014 - Present
SS&C Technologies September 2011 - August 2014
Solix Inc. February 2011 - August 2011
Rothstein Kass January 2010 - March 2010
Skills
Accounting, Microsoft Office, QuickBooks, Strategic Planning, Tax, Research, Budgets, Account Reconciliation, PowerPoint, Microsoft Excel, Microsoft Word, Financial Accounting, Financial Reporting, Invoicing, Software Documentation, Financial Analysis, Auditing, General Ledger
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2007 — 2009
BS, accounting
Rutgers, The State University of New Jersey-New Brunswick 2005 — 2009
BS, Accounting
Jay Maher's SS&C Technologies Experience March 2007 - April 2015
Job Country Executive U.S. at Alter Domus
Industry Financial Services
Experience
Alter Domus May 2015 - Present
SS&C Technologies March 2007 - April 2015
Northport, LLC March 2002 - March 2007
Geller & Company January 1998 - January 2002
Merrill Lynch August 1993 - December 1997
Skills
Partnership Accounting, Fund Of Funds, Alternative Investments, Private Equity, Private Equity/Venture..., Business Development, Fund Accounting, Hedge Funds, Management, Mutual Funds, Equities, Asset Management, Investments, Portfolio Management, Fixed Income, Venture Capital, Financial Services
Education
Rowan University
B.S., Accounting
Alter Domus May 2015 - Present
SS&C Technologies March 2007 - April 2015
Northport, LLC March 2002 - March 2007
Geller & Company January 1998 - January 2002
Merrill Lynch August 1993 - December 1997
Skills
Partnership Accounting, Fund Of Funds, Alternative Investments, Private Equity, Private Equity/Venture..., Business Development, Fund Accounting, Hedge Funds, Management, Mutual Funds, Equities, Asset Management, Investments, Portfolio Management, Fixed Income, Venture Capital, Financial Services
Education
Rowan University
B.S., Accounting
Lou Treglia, Jr.'s SS&C Technologies Experience 1997 - 2000
Job Seeking Employment as a Financial & Accounting Professional
Industry Accounting
Experience
Options Unlimited, Inc. 2012 - 2014
Opportunity House, Inc. 2010 - 2012
Open Solutions Acquired by FISERV 2007 - 2009
Mount Saint John, Inc 2006 - 2008
Citigroup Investments, Inc. Acquired by Met Life 2000 - 2005
SS&C Technologies 1997 - 2000
Skills
Finance, Financial Services, Financial Analysis, Process Improvement, Accounting, Financial Reporting, Insurance, Budget, Analysis, Business Analysis, Vendor Management, Financial Modeling, Investments, Internal Controls, Accounts Receivable, Banking, General Ledger, Account Reconciliation, Management, PeopleSoft, Program Management, Budgets, Auditing, Access, Accounts Payable, Financial Risk, Equities, Derivatives, Managerial Finance, Operations Management, Risk Management, Strategic Financial..., Portfolio Management, Financial Accounting, Forecasting, Mergers & Acquisitions, GAAP, Strategic Planning, Business Process, US GAAP, QuickBooks, Payroll, Business Process..., Financial Statements, Financial Planning
Education
Salve Regina University
BS, Accounting
Options Unlimited, Inc. 2012 - 2014
Opportunity House, Inc. 2010 - 2012
Open Solutions Acquired by FISERV 2007 - 2009
Mount Saint John, Inc 2006 - 2008
Citigroup Investments, Inc. Acquired by Met Life 2000 - 2005
SS&C Technologies 1997 - 2000
Skills
Finance, Financial Services, Financial Analysis, Process Improvement, Accounting, Financial Reporting, Insurance, Budget, Analysis, Business Analysis, Vendor Management, Financial Modeling, Investments, Internal Controls, Accounts Receivable, Banking, General Ledger, Account Reconciliation, Management, PeopleSoft, Program Management, Budgets, Auditing, Access, Accounts Payable, Financial Risk, Equities, Derivatives, Managerial Finance, Operations Management, Risk Management, Strategic Financial..., Portfolio Management, Financial Accounting, Forecasting, Mergers & Acquisitions, GAAP, Strategic Planning, Business Process, US GAAP, QuickBooks, Payroll, Business Process..., Financial Statements, Financial Planning
Education
Salve Regina University
BS, Accounting
Agnes Czinege's SS&C Technologies Experience 2001 - 2002
Job Reconciliation Specialist
Industry Financial Services
Experience
Lord & Taylor January 2011 - January 2012
Teleos Management, LLC January 2002 - January 2009
Teleos Management LLC 2002 - 2009
SS&C January 2001 - January 2002
SS&C Technologies 2001 - 2002
Commercial and Credit Bank Ltd January 1999 - January 2001
Commercial and Credit Bank Ltd. 1999 - 2001
Skills
Reconciliation, Settlements, Word, Excel, Microsoft Office, Problem Solving, Research, Communication
Education
CENTRAL EUROPEAN BROKER TRAINING FOUNDATION 2010 — 2010
The Open University 2000 — 2004
Master of Business Administration
College of Finance and Accountancy, HUN 1995 — 1999
Economist Degree, Finance, Accounting, Economics
Lord & Taylor January 2011 - January 2012
Teleos Management, LLC January 2002 - January 2009
Teleos Management LLC 2002 - 2009
SS&C January 2001 - January 2002
SS&C Technologies 2001 - 2002
Commercial and Credit Bank Ltd January 1999 - January 2001
Commercial and Credit Bank Ltd. 1999 - 2001
Skills
Reconciliation, Settlements, Word, Excel, Microsoft Office, Problem Solving, Research, Communication
Education
CENTRAL EUROPEAN BROKER TRAINING FOUNDATION 2010 — 2010
The Open University 2000 — 2004
Master of Business Administration
College of Finance and Accountancy, HUN 1995 — 1999
Economist Degree, Finance, Accounting, Economics
Aparna Parameswaran's SS&C Technologies Experience 2003 - Present
Job Vice President SS&C Technologies
Industry Accounting
Experience
SS&C Technologies 2003 - Present
Credit Suisse January 2005 - May 2006
Siguler Guff & Company February 2000 - May 2002
Kalyaniwalla & Mistry August 1988 - September 1992
Skills
Accounting, Equities, Private Equity, Fund Accounting, Hedge Funds, Financial Modeling, Analysis, Financial Analysis, Financial Reporting, Finance, Capital Markets, Valuation, Auditing, Financial Accounting, US GAAP, Management Consulting, Alternative Investments
Education
University of Illinois at Urbana-Champaign 1997 — 1998
CPA
The Institute of Chartered Accountants of India 1988 — 1991
CA, Accounting and Auditing
Narsee Monjee College of Commerce and Eco 1983 — 1988
B Com, Accounting
SS&C Technologies 2003 - Present
Credit Suisse January 2005 - May 2006
Siguler Guff & Company February 2000 - May 2002
Kalyaniwalla & Mistry August 1988 - September 1992
Skills
Accounting, Equities, Private Equity, Fund Accounting, Hedge Funds, Financial Modeling, Analysis, Financial Analysis, Financial Reporting, Finance, Capital Markets, Valuation, Auditing, Financial Accounting, US GAAP, Management Consulting, Alternative Investments
Education
University of Illinois at Urbana-Champaign 1997 — 1998
CPA
The Institute of Chartered Accountants of India 1988 — 1991
CA, Accounting and Auditing
Narsee Monjee College of Commerce and Eco 1983 — 1988
B Com, Accounting
Brock Boddie's SS&C Technologies Experience April 2015 - Present
Job Manager at SS&C Technologies
Industry Financial Services
Experience
SS&C Technologies April 2015 - Present
Stelliam Investment Management March 2013 - March 2015
Citi Hedge Fund Services North America August 2005 - March 2013
Skills
Alternative Investments, Bloomberg, Financial Analysis, Financial Reporting, Fund Accounting, Fixed Income, Fund Of Funds, Hedge Funds, Investments
Education
Susquehanna University 2001 — 2005
Business Administration, Marketing
SS&C Technologies April 2015 - Present
Stelliam Investment Management March 2013 - March 2015
Citi Hedge Fund Services North America August 2005 - March 2013
Skills
Alternative Investments, Bloomberg, Financial Analysis, Financial Reporting, Fund Accounting, Fixed Income, Fund Of Funds, Hedge Funds, Investments
Education
Susquehanna University 2001 — 2005
Business Administration, Marketing
Irfan Syed's SS&C Technologies Experience July 2011 - November 2013
Job Senior Tax Assoicate Alternative Investments
Industry Accounting
Experience
KPMG US November 2013 - Present
SS&C Technologies July 2011 - November 2013
Rutgers Business School July 2006 - May 2008
Sears August 2005 - July 2006
Hodulik & Morrison P.A. 2006 - 2006
Skills
Financial Reporting, PowerPoint, Microsoft Word, Microsoft Excel, Access, Tax Preparation, Tax Accounting, Income Tax, Corporate Tax, Tax Law, International Tax, Tax Advisory, Hedge Funds, Fund Of Funds, Onshore, Offshore Funds, Financial Accounting, Auditing, Financial Statements, Sales Tax
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Science, Accounting
Rutgers, The State University of New Jersey-Newark
Bachelor of Science, Accounting
KPMG US November 2013 - Present
SS&C Technologies July 2011 - November 2013
Rutgers Business School July 2006 - May 2008
Sears August 2005 - July 2006
Hodulik & Morrison P.A. 2006 - 2006
Skills
Financial Reporting, PowerPoint, Microsoft Word, Microsoft Excel, Access, Tax Preparation, Tax Accounting, Income Tax, Corporate Tax, Tax Law, International Tax, Tax Advisory, Hedge Funds, Fund Of Funds, Onshore, Offshore Funds, Financial Accounting, Auditing, Financial Statements, Sales Tax
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Science, Accounting
Rutgers, The State University of New Jersey-Newark
Bachelor of Science, Accounting
Hao Cao's SS&C Technologies Experience March 2015 - Present
Job Fund Accountant at SS&C Technologies
Industry Financial Services
Experience
SS&C Technologies March 2015 - Present
State Street Corp March 2010 - February 2015
Citizens Bank December 2009 - March 2010
Smith Barney Inc June 2007 - August 2007
Skills
Financial Analysis, Accounting, Financial Services, Finance, Valuation, Equities, Financial Reporting, Fixed Income, Private Equity, Financial Statements, Bloomberg, Portfolio Management, Mutual Funds
Education
Suffolk University 2004 — 2009
BSBA, Finance and Economics
Suffolk University 2004 — 2009
Bachelor of Science (BS), Accounting and Finance
SS&C Technologies March 2015 - Present
State Street Corp March 2010 - February 2015
Citizens Bank December 2009 - March 2010
Smith Barney Inc June 2007 - August 2007
Skills
Financial Analysis, Accounting, Financial Services, Finance, Valuation, Equities, Financial Reporting, Fixed Income, Private Equity, Financial Statements, Bloomberg, Portfolio Management, Mutual Funds
Education
Suffolk University 2004 — 2009
BSBA, Finance and Economics
Suffolk University 2004 — 2009
Bachelor of Science (BS), Accounting and Finance
Natalia Nekhaeva's SS&C Technologies Experience April 2007 - January 2011
Job Supervisor, Hedge Fund Accounting, State Street
Industry Financial Services
Experience
State Street February 2011 - Present
SS&C Technologies April 2007 - January 2011
Skills
Bloomberg, Derivatives, Hedge Funds, Alternative Investments, Equities, Fixed Income, Fund Accounting, Securities, Valuation, Mutual Funds
Education
Seneca College of Applied Arts and Technology 2005 — 2007
Diploma with high honour, Accounting and Finance
Kiev University of Civil Engineering
Bachelor, System Engineering
State Street February 2011 - Present
SS&C Technologies April 2007 - January 2011
Skills
Bloomberg, Derivatives, Hedge Funds, Alternative Investments, Equities, Fixed Income, Fund Accounting, Securities, Valuation, Mutual Funds
Education
Seneca College of Applied Arts and Technology 2005 — 2007
Diploma with high honour, Accounting and Finance
Kiev University of Civil Engineering
Bachelor, System Engineering
Jerry D'Anna's SS&C Technologies Experience programmer /Software Version Control SpecialistOMR Systems, an ADP Company1987 - Present
Job Software Version Control Specialist at SS&C Technologies
Industry Computer Software
Experience
SS&C Technologies programmer /Software Version Control SpecialistOMR Systems, an ADP Company1987 - Present
Skills
Trading Systems, Visio, Technical Analysis, Hedge Funds, CRM, Business Analysis, Financial Services, Fixed Income, Derivatives, Bloomberg, PeopleSoft, FX Options, Software Quality Control
Education
Rutgers, The State University of New Jersey-New Brunswick 1978 — 1981
BA, Music
Seton Hall University
SS&C Technologies programmer /Software Version Control SpecialistOMR Systems, an ADP Company1987 - Present
Skills
Trading Systems, Visio, Technical Analysis, Hedge Funds, CRM, Business Analysis, Financial Services, Fixed Income, Derivatives, Bloomberg, PeopleSoft, FX Options, Software Quality Control
Education
Rutgers, The State University of New Jersey-New Brunswick 1978 — 1981
BA, Music
Seton Hall University
David LaMonica's SS&C Technologies Experience April 2014 - Present
Job Senior Director of Investment Operations
Industry Financial Services
Experience
SS&C Technologies April 2014 - Present
Deloitte & Touche LLP July 2013 - April 2014
SS&C Technologies March 2007 - July 2013
Phoenix Investment Partners 2004 - 2007
Skills
Fixed Income, Hedge Funds, Equities, Asset Management, Bloomberg, Trading Systems, Business Analysis, Derivatives, Financial Services, Fund Accounting, Alternative Investments, Vendor Management, Portfolio Management, SDLC, Mutual Funds, Process Improvement
Education
Saint Anselm College 1995 — 1999
SS&C Technologies April 2014 - Present
Deloitte & Touche LLP July 2013 - April 2014
SS&C Technologies March 2007 - July 2013
Phoenix Investment Partners 2004 - 2007
Skills
Fixed Income, Hedge Funds, Equities, Asset Management, Bloomberg, Trading Systems, Business Analysis, Derivatives, Financial Services, Fund Accounting, Alternative Investments, Vendor Management, Portfolio Management, SDLC, Mutual Funds, Process Improvement
Education
Saint Anselm College 1995 — 1999
Brenda (Cramer) Smartz's SS&C Technologies Experience September 1997 - March 2001
Job Director at Babson Capital Management
Industry Investment Management
Experience
Babson Capital Management March 2001 - Present
SS&C Technologies September 1997 - March 2001
Konica Business Machines November 1995 - August 1997
Handy & Harman February 1992 - November 1995
Skills
Equities, Financial Analysis, Financial Modeling, Fixed Income, Business Analysis, Financial Services, Financial Reporting, Requirements Gathering, Capital Markets, Requirements Analysis
Education
Western New England University 1993 — 1995
MBA, Finance
Southern Connecticut State University 1987 — 1991
BS, Accounting
Babson Capital Management March 2001 - Present
SS&C Technologies September 1997 - March 2001
Konica Business Machines November 1995 - August 1997
Handy & Harman February 1992 - November 1995
Skills
Equities, Financial Analysis, Financial Modeling, Fixed Income, Business Analysis, Financial Services, Financial Reporting, Requirements Gathering, Capital Markets, Requirements Analysis
Education
Western New England University 1993 — 1995
MBA, Finance
Southern Connecticut State University 1987 — 1991
BS, Accounting
Robert Doolittle's SS&C Technologies Experience May 1993 - Present
Job Systems Integration Engineer at SS&C Technologies
Industry Computer Software
Experience
SS&C Technologies May 1993 - Present
Breed Technologies September 1991 - May 1993
Suburban Propane September 1988 - September 1991
HNTB June 1977 - August 1988
Skills
Unix, Solaris, TCP/IP, System Administration, Integration, Unix Shell Scripting, Routers, DNS, Perl, VPN, Red Hat Linux, Unix Administration, Cisco Technologies, Process Improvement, Enterprise Software, Databases, AIX, HP-UX, Cisco IOS, Firewalls, SSL, SSH, Storage, High Availability, Networking, Data Center, Security, Vendor Management, Business Analysis, Troubleshooting, Shell Scripting, Business Continuity, Trading Systems, Enterprise Architecture, Performance Tuning, Cloud Computing, Middleware, IBM AIX, WebSphere MQ, WebSphere Application...
Education
Rensselaer Polytechnic Institute 1972 — 1977
Master of Engineering, Structural Engineering
SS&C Technologies May 1993 - Present
Breed Technologies September 1991 - May 1993
Suburban Propane September 1988 - September 1991
HNTB June 1977 - August 1988
Skills
Unix, Solaris, TCP/IP, System Administration, Integration, Unix Shell Scripting, Routers, DNS, Perl, VPN, Red Hat Linux, Unix Administration, Cisco Technologies, Process Improvement, Enterprise Software, Databases, AIX, HP-UX, Cisco IOS, Firewalls, SSL, SSH, Storage, High Availability, Networking, Data Center, Security, Vendor Management, Business Analysis, Troubleshooting, Shell Scripting, Business Continuity, Trading Systems, Enterprise Architecture, Performance Tuning, Cloud Computing, Middleware, IBM AIX, WebSphere MQ, WebSphere Application...
Education
Rensselaer Polytechnic Institute 1972 — 1977
Master of Engineering, Structural Engineering
Helen Moss's SS&C Technologies Experience 2003 - 2004
Job Accounting Consultant at Plainfield Asset Management
Industry Accounting
Experience
Plainfield Asset Management May 2011 - Present
IFS/State Street May 2010 - May 2011
GlobeOp Financial Services June 2004 - May 2010
SS&C Technologies 2003 - 2004
Zurich Capital Markets 2001 - 2003
Sanford C.Bernstein 1998 - 2000
Olympia Capital 1997 - 1998
Skills
Hedge Funds
Education
Pace University-Pleasantville/Briarcliff Campus 1984 — 1988
BA, Political Science
Pace University
MBA, Finance
Plainfield Asset Management May 2011 - Present
IFS/State Street May 2010 - May 2011
GlobeOp Financial Services June 2004 - May 2010
SS&C Technologies 2003 - 2004
Zurich Capital Markets 2001 - 2003
Sanford C.Bernstein 1998 - 2000
Olympia Capital 1997 - 1998
Skills
Hedge Funds
Education
Pace University-Pleasantville/Briarcliff Campus 1984 — 1988
BA, Political Science
Pace University
MBA, Finance
David Karchner's SS&C Technologies Experience CAO/CFOByram Healthcare2002 - 2006
Job Senior Director Fund Services at SS&C Technologies
Industry Computer Software
Experience
SS&C Technologies CAO/CFOByram Healthcare2002 - 2006
InSight Health Services, Inc. 2000 - 2001
InSight Health Services, Inc. 1998 - 2000
Signal Medical Services, Inc. August 1994 - May 1998
KPMG Peat Marwick 1982 - 1994
Skills
Strategic Planning, Finance, Financial Reporting, Business Development, Accounting, Financial Analysis, Budgets, Business Analysis
Education
Penn State University 1978 — 1982
BS, Accounting
SS&C Technologies CAO/CFOByram Healthcare2002 - 2006
InSight Health Services, Inc. 2000 - 2001
InSight Health Services, Inc. 1998 - 2000
Signal Medical Services, Inc. August 1994 - May 1998
KPMG Peat Marwick 1982 - 1994
Skills
Strategic Planning, Finance, Financial Reporting, Business Development, Accounting, Financial Analysis, Budgets, Business Analysis
Education
Penn State University 1978 — 1982
BS, Accounting
Daniel Lindblom's SS&C Technologies Experience February 2015 - Present
Job Business Analyst at SS&C Technologies
Industry Computer Software
Experience
SS&C Technologies February 2015 - Present
Skills
Microsoft SQL Server, LMS, iET Solutions, SharePoint, SSRS, Crystal Reports, Windows, Mac OS, OS X, VMware, Bloomberg Terminal, Microsoft Office, Outlook, Microsoft Excel, Microsoft Word, OneNote, FileMaker v4-9, Oracle, Great Plains Software, EDGAR, Heat Call Logging, InfoThek, PeopleSoft, Tangible Payments, Title Express, iOS, Android, Software Documentation, Visio, Accounting, CRM, Business Analysis, Research, Social Media, PowerPoint, Public Speaking, Access
Education
The Catholic University of America 2005 — 2009
Bachelor of Arts (B.A.)
SS&C Technologies February 2015 - Present
Skills
Microsoft SQL Server, LMS, iET Solutions, SharePoint, SSRS, Crystal Reports, Windows, Mac OS, OS X, VMware, Bloomberg Terminal, Microsoft Office, Outlook, Microsoft Excel, Microsoft Word, OneNote, FileMaker v4-9, Oracle, Great Plains Software, EDGAR, Heat Call Logging, InfoThek, PeopleSoft, Tangible Payments, Title Express, iOS, Android, Software Documentation, Visio, Accounting, CRM, Business Analysis, Research, Social Media, PowerPoint, Public Speaking, Access
Education
The Catholic University of America 2005 — 2009
Bachelor of Arts (B.A.)
Frank Scotti's SS&C Technologies Experience 2004 - Present
Job SS&C Technologies
Industry Accounting
Experience
SS&C Technologies 2004 - Present
The Ayco Company, L.P. 2001 - 2004
Education
The College of Saint Rose 2003 — 2004
MBA
Siena College 1997 — 2001
BS, Finance
SS&C Technologies 2004 - Present
The Ayco Company, L.P. 2001 - 2004
Education
The College of Saint Rose 2003 — 2004
MBA
Siena College 1997 — 2001
BS, Finance
Hashim Mwanilelo's SS&C Technologies Experience December 2014 - Present
Job SS&C Technologies
Industry Information Technology and Services
Experience
SS&C Technologies December 2014 - Present
MCS October 2008 - October 2012
Skills
Software, Testing, HTML, Java, Software Development, C, SQL, MySQL, Databases, JavaScript, PHP, Microsoft Office, Linux
Education
University of Massachusetts, Amherst 2004 — 2011
Bachelor's of Science (BS) degree, Computer Science
Springfield Technical Community College 2000 — 2004
Associate's in Engineering and Science, Computer Science
SS&C Technologies December 2014 - Present
MCS October 2008 - October 2012
Skills
Software, Testing, HTML, Java, Software Development, C, SQL, MySQL, Databases, JavaScript, PHP, Microsoft Office, Linux
Education
University of Massachusetts, Amherst 2004 — 2011
Bachelor's of Science (BS) degree, Computer Science
Springfield Technical Community College 2000 — 2004
Associate's in Engineering and Science, Computer Science
Fern Watts's SS&C Technologies Experience April 1990 - October 2011
Job Business Manager at Medical Office
Industry Computer Software
Experience
Medical Office February 2013 - Present
SS&C Technologies April 1990 - October 2011
CCF Corporation April 1984 - April 1990
Education
Rutgers, The State University of New Jersey-New Brunswick 1979 — 1983
BS, Computer Science
Medical Office February 2013 - Present
SS&C Technologies April 1990 - October 2011
CCF Corporation April 1984 - April 1990
Education
Rutgers, The State University of New Jersey-New Brunswick 1979 — 1983
BS, Computer Science
Susan Gameiro, CPA's SS&C Technologies Experience June 2006 - July 2011
Job Manager at SS&C GlobeOp
Industry Investment Management
Experience
SS&C Solutions, Inc. June 2006 - Present
Delphi Capital Management July 2011 - March 2012
SS&C Technologies June 2006 - July 2011
Skills
Accounting, Financial Reporting, General Ledger, Auditing, US GAAP, Financial Accounting, Fund Accounting, Account Reconciliation, Financial Analysis, Hedge Funds, Private Equity, Valuation, Tax, GAAP
Education
Seton Hall University 2009 — 2012
MBA, Finance
Rowan University 2002 — 2006
Bachelor of Science, Accounting
SS&C Solutions, Inc. June 2006 - Present
Delphi Capital Management July 2011 - March 2012
SS&C Technologies June 2006 - July 2011
Skills
Accounting, Financial Reporting, General Ledger, Auditing, US GAAP, Financial Accounting, Fund Accounting, Account Reconciliation, Financial Analysis, Hedge Funds, Private Equity, Valuation, Tax, GAAP
Education
Seton Hall University 2009 — 2012
MBA, Finance
Rowan University 2002 — 2006
Bachelor of Science, Accounting
Dawn Betro's SS&C Technologies Experience 2008 - 2011
Job Software Developer at SunGard K12 Education
Industry Computer Software
Experience
SunGard K-12 Education October 2013 - Present
Broadridge Financial Solutions November 2012 - November 2013
SS&C Technologies 2008 - 2011
Swiss Re 1995 - 2000
Skills
T-SQL, VBA, Visual C++, Sybase SQL Anywhere, Microsoft Excel, MS Excel Pivot Tables, RDBMS, T-SQL Stored Procedures, C#, SQL Server Management...
Education
State University of New York at Stony Brook 1988 — 1990
Bachelor's degree, Computer Science
SunGard K-12 Education October 2013 - Present
Broadridge Financial Solutions November 2012 - November 2013
SS&C Technologies 2008 - 2011
Swiss Re 1995 - 2000
Skills
T-SQL, VBA, Visual C++, Sybase SQL Anywhere, Microsoft Excel, MS Excel Pivot Tables, RDBMS, T-SQL Stored Procedures, C#, SQL Server Management...
Education
State University of New York at Stony Brook 1988 — 1990
Bachelor's degree, Computer Science
Gordana Terkalas's SS&C Technologies Experience 2003 - 2005
Job Senior Director Human Resources
Industry Human Resources
Experience
Aecon Group Inc. 2015 - Present
Aecon 2012 - 2015
Aecon Group Inc. 2008 - 2012
D+H 2007 - 2008
exp Global Inc. 2005 - 2007
SS&C Technologies 2003 - 2005
Skills
Performance Management, Talent Management, Recruiting, Succession Planning, Change Management, Employee Relations, Strategic Planning, Employee Engagement, Incentive Compensation, HR Consulting, HRIS, Coaching, HR Policies, Onboarding, Deferred Compensation, Incentive Programs, Human Resources
Education
Ryerson University
Bachelor of Commerce (B.Com.), Human Resources
Sheridan College
Business Administration Diploma, Human Resources
Aecon Group Inc. 2015 - Present
Aecon 2012 - 2015
Aecon Group Inc. 2008 - 2012
D+H 2007 - 2008
exp Global Inc. 2005 - 2007
SS&C Technologies 2003 - 2005
Skills
Performance Management, Talent Management, Recruiting, Succession Planning, Change Management, Employee Relations, Strategic Planning, Employee Engagement, Incentive Compensation, HR Consulting, HRIS, Coaching, HR Policies, Onboarding, Deferred Compensation, Incentive Programs, Human Resources
Education
Ryerson University
Bachelor of Commerce (B.Com.), Human Resources
Sheridan College
Business Administration Diploma, Human Resources
Marlene Gryszka's SS&C Technologies Experience 2005 - 2006
Job at
Industry Financial Services
Experience
Citco Fund Services June 2006 - Present
SS&C Technologies 2005 - 2006
Sungard 2003 - 2005
SEI 2002 - 2003
OMR Systems May 1987 - May 2002
Skills
Equities, Asset Management, Derivatives, Fund Accounting, Fixed Income, Alternative Investments, Hedge Funds, Bloomberg, Fund Of Funds, Fund Administration, Private Equity, Mergers & Acquisitions, Investor Relations, Interest Rate..., Capital Markets, Equity Trading, CDS, Swaps, Portfolio Management, Back Office, Leadership, Mutual Funds, Trading Systems, Investment Management, Structured Finance, Bonds, Securities, Asset Allocation, Business Valuation, Structured Products, Credit Derivatives, Valuation, Trading, Investments, AML, Financial Services, Accounting, Financial Reporting, Options, Financial Modeling, Investment Banking, Emerging Markets, Middle Office, Financial Analysis, Financial Markets, FX Options, Prime Brokerage, Financial Structuring, Funding, Equity Derivatives
Education
Rutgers University
Bachelor of Science (B.S.), Economic & Accounting
Citco Fund Services June 2006 - Present
SS&C Technologies 2005 - 2006
Sungard 2003 - 2005
SEI 2002 - 2003
OMR Systems May 1987 - May 2002
Skills
Equities, Asset Management, Derivatives, Fund Accounting, Fixed Income, Alternative Investments, Hedge Funds, Bloomberg, Fund Of Funds, Fund Administration, Private Equity, Mergers & Acquisitions, Investor Relations, Interest Rate..., Capital Markets, Equity Trading, CDS, Swaps, Portfolio Management, Back Office, Leadership, Mutual Funds, Trading Systems, Investment Management, Structured Finance, Bonds, Securities, Asset Allocation, Business Valuation, Structured Products, Credit Derivatives, Valuation, Trading, Investments, AML, Financial Services, Accounting, Financial Reporting, Options, Financial Modeling, Investment Banking, Emerging Markets, Middle Office, Financial Analysis, Financial Markets, FX Options, Prime Brokerage, Financial Structuring, Funding, Equity Derivatives
Education
Rutgers University
Bachelor of Science (B.S.), Economic & Accounting
Natalie Montalvo's SS&C Technologies Experience November 1998 - Present
Job Client Relations Manager at SS&C Technologies
Industry Computer Software
Experience
SS&C Technologies November 1998 - Present
The Bond Buyer February 1996 - November 1998
Skills
CRM, Business Analysis, Customer Service, Management, SaaS, Strategic Planning, Enterprise Software, SQL, Marketing, Integration
Education
The College of New Rochelle
SS&C Technologies November 1998 - Present
The Bond Buyer February 1996 - November 1998
Skills
CRM, Business Analysis, Customer Service, Management, SaaS, Strategic Planning, Enterprise Software, SQL, Marketing, Integration
Education
The College of New Rochelle
Vitaly Katko's SS&C Technologies Experience October 2010 - December 2011
Job Financial Consultant at VNA Group LLC
Industry Financial Services
Experience
VNA Group August 2010 - Present
SS&C Technologies October 2010 - December 2011
Investors Bank and Trust June 2005 - October 2005
Skills
Strategic Consulting, Fund Administration, Financial Analysis
Education
University of Massachusetts, Amherst 2003 — 2004
Bachelor of Business Administration (BBA), Accounting and Finance
Springfield Technical Community College 2000 — 2002
Associate's degree, Finance, General
VNA Group August 2010 - Present
SS&C Technologies October 2010 - December 2011
Investors Bank and Trust June 2005 - October 2005
Skills
Strategic Consulting, Fund Administration, Financial Analysis
Education
University of Massachusetts, Amherst 2003 — 2004
Bachelor of Business Administration (BBA), Accounting and Finance
Springfield Technical Community College 2000 — 2002
Associate's degree, Finance, General
Showkat Hossain's SS&C Technologies Experience August 2013 - July 2014
Job QA Analyst at Deloitte
Industry Computer Software
Experience
Deloitte July 2014 - Present
SS&C Technologies August 2013 - July 2014
Department of Education January 2012 - July 2013
Comcast Cable May 2009 - December 2011
Skills
SDLC, HP TestDirector/Quality..., Microsoft Test Manager, HP QTP, Team Foundation Server, IBM Rational Robot, VBScript, SQL, PL/SQL, Oracle, SQL Server, Examine GUI, MS UI Spy, MS Inspect UI, SAS-JMP, SAS-Enterprise Miner, ExtendSim, MS-Excel-Solver, PORTIA Conductor, PORTIA, Regression Testing, Visual Studio, User Acceptance Testing, HP Quality Center, Agile Methodologies
Education
Saint Joseph's University
Master of Science, Business Intelligence
University of Dhaka
Bachelor of Business Administration, Marketing
Deloitte July 2014 - Present
SS&C Technologies August 2013 - July 2014
Department of Education January 2012 - July 2013
Comcast Cable May 2009 - December 2011
Skills
SDLC, HP TestDirector/Quality..., Microsoft Test Manager, HP QTP, Team Foundation Server, IBM Rational Robot, VBScript, SQL, PL/SQL, Oracle, SQL Server, Examine GUI, MS UI Spy, MS Inspect UI, SAS-JMP, SAS-Enterprise Miner, ExtendSim, MS-Excel-Solver, PORTIA Conductor, PORTIA, Regression Testing, Visual Studio, User Acceptance Testing, HP Quality Center, Agile Methodologies
Education
Saint Joseph's University
Master of Science, Business Intelligence
University of Dhaka
Bachelor of Business Administration, Marketing
AvantCredit
C2FO
GreenSky®
CircleUp
SS&C Technologies, Inc.
Avant Credit
Fundrise
AVANT, LLC