SS&C Technologies
Industry: Financial technology company
DescriptionSS&C Technolgies, Inc. is an American multinational financial technology company headquartered in Windsor, Connecticut that sells software and software as a service to the financial services industry. CEO: William C. Stone (1986–) Founder: William C. Stone Subsidiaries: SS&C TECHNOLOGIES INC, DST Systems, Parent organization: SS&C TECHNOLOGIES INC
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SS&C Technologies Employees
Employee
Years
Job
Industry
Joseph Dumas Joseph Dumas's SS&C Technologies Experience June 2015 - Present
Job Loan Representative at Springleaf Financial Services
Industry Financial Services
Experience
SS&C Technologies June 2015 - Present
Springleaf Financial Services February 2013 - May 2015
Skills
Loans, Credit, Credit Analysis, Loan Origination, Consumer Lending, Underwriting, Finance, Insurance
Education
University of Southern Indiana 2009 — 2013
Bachelor of Science (BS), Finance, Business Administration, International Business
University of Newcastle 2010 — 2010
International Business
SS&C Technologies June 2015 - Present
Springleaf Financial Services February 2013 - May 2015
Skills
Loans, Credit, Credit Analysis, Loan Origination, Consumer Lending, Underwriting, Finance, Insurance
Education
University of Southern Indiana 2009 — 2013
Bachelor of Science (BS), Finance, Business Administration, International Business
University of Newcastle 2010 — 2010
International Business
Denise Peaslee Denise Peaslee's SS&C Technologies Experience 1998 - 2000
Job System Design and Implementation Specialist
Industry Information Technology and Services
Experience
DP Consulting, LLC February 2000 - Present
Federal Home Loan Bank of Cincinnati November 2007 - December 2013
SS&C Technologies 1998 - 2000
SS&C Technologies 1996 - 1998
SS&C Technologies 1993 - 1994
Skills
SQL Server, Oracle SQL, Java, SharePoint, Microsoft Office, MS Project, Visio, Microsoft SQL Server, SQL, Management, Credit, Process Improvement, Business Process, Risk Management, Analysis, Microsoft Excel, Business Process..., SDLC, Business Analysis, Banking, Financial Analysis, Management Consulting, Software Documentation, Strategic Planning, Project Management, Software Development, User Acceptance Testing, Access, Requirements Gathering, Training, Databases, Change Management, Investments, CRM, Finance, Requirements Analysis, Accounting, Data Analysis, Vendor Management, Insurance, Business Intelligence
Education
University of Kentucky 1960 — 1985
BS Accounting, Concentration in Finance and Computer Science
DP Consulting, LLC February 2000 - Present
Federal Home Loan Bank of Cincinnati November 2007 - December 2013
SS&C Technologies 1998 - 2000
SS&C Technologies 1996 - 1998
SS&C Technologies 1993 - 1994
Skills
SQL Server, Oracle SQL, Java, SharePoint, Microsoft Office, MS Project, Visio, Microsoft SQL Server, SQL, Management, Credit, Process Improvement, Business Process, Risk Management, Analysis, Microsoft Excel, Business Process..., SDLC, Business Analysis, Banking, Financial Analysis, Management Consulting, Software Documentation, Strategic Planning, Project Management, Software Development, User Acceptance Testing, Access, Requirements Gathering, Training, Databases, Change Management, Investments, CRM, Finance, Requirements Analysis, Accounting, Data Analysis, Vendor Management, Insurance, Business Intelligence
Education
University of Kentucky 1960 — 1985
BS Accounting, Concentration in Finance and Computer Science
Venatius Prasad's SS&C Technologies Experience 2006 - November 2008
Job Solutions Director, Partner Integrations at Marin Software
Industry Information Technology and Services
Experience
Marin Software March 2013 - Present
Marin Software June 2010 - March 2013
Clickability November 2008 - June 2010
SS&C Technologies 2006 - November 2008
ALLDATA, LLC. 2005 - 2007
Citi411.com Corporation 2002 - 2004
Langtech Systems Consulting 1999 - 2002
UC Davis, Center for Advanced Information Technology 1998 - 1999
Skills
XML, Integration, CMS, JavaScript, Web Services, CRM, CSS, SEO, Salesforce.com, Project Management, Web Applications, AJAX, Management, Mobile Devices, JSON, SEM, Tag Management, Web Analytics, Attribution Modeling, Call Tracking, DMP, Audience Segmentation, Display Advertising, Ad Networks, Facebook Marketing, PII, Online Campaign..., Real-Time Bidding, Agile Methodologies, Digital Marketing, Google Analytics, Online Advertising, PPC, E-commerce, Online Marketing
Education
University of California, Davis 1997 — 2002
BA, Communications
Marin Software March 2013 - Present
Marin Software June 2010 - March 2013
Clickability November 2008 - June 2010
SS&C Technologies 2006 - November 2008
ALLDATA, LLC. 2005 - 2007
Citi411.com Corporation 2002 - 2004
Langtech Systems Consulting 1999 - 2002
UC Davis, Center for Advanced Information Technology 1998 - 1999
Skills
XML, Integration, CMS, JavaScript, Web Services, CRM, CSS, SEO, Salesforce.com, Project Management, Web Applications, AJAX, Management, Mobile Devices, JSON, SEM, Tag Management, Web Analytics, Attribution Modeling, Call Tracking, DMP, Audience Segmentation, Display Advertising, Ad Networks, Facebook Marketing, PII, Online Campaign..., Real-Time Bidding, Agile Methodologies, Digital Marketing, Google Analytics, Online Advertising, PPC, E-commerce, Online Marketing
Education
University of California, Davis 1997 — 2002
BA, Communications
Abram Pentecost's SS&C Technologies Experience May 2014 - January 2015
Job Staff Accountant
Industry Oil & Energy
Experience
CountryMark January 2015 - Present
SS&C Technologies May 2014 - January 2015
CountryMark May 2013 - April 2014
AmeriCold Logistics May 2012 - August 2012
First Advantage June 2009 - August 2009
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Leadership, PowerPoint, Budgets, Time Management, Accounts Payable, Microsoft Dynamics AX, Investran, Finance, Tax Preparation, Microsoft Publisher, Account Reconciliation, Accounting, Financial Analysis, Budget, Internet, Access
Education
University of Evansville 2010 — 2014
Bachelor of Science (B.S.), Business Administration and Management, General
CountryMark January 2015 - Present
SS&C Technologies May 2014 - January 2015
CountryMark May 2013 - April 2014
AmeriCold Logistics May 2012 - August 2012
First Advantage June 2009 - August 2009
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Leadership, PowerPoint, Budgets, Time Management, Accounts Payable, Microsoft Dynamics AX, Investran, Finance, Tax Preparation, Microsoft Publisher, Account Reconciliation, Accounting, Financial Analysis, Budget, Internet, Access
Education
University of Evansville 2010 — 2014
Bachelor of Science (B.S.), Business Administration and Management, General
Jessica Stanley's SS&C Technologies Experience February 2013 - October 2014
Job Investor Relations Associate at SS&C Technologies
Industry Investment Management
Experience
Crestwood Midstream Partners LP November 2014 - Present
SS&C Technologies February 2013 - October 2014
KPMG October 2012 - February 2013
Duke TIP June 2011 - August 2011
KPMG January 2011 - April 2011
Education
University of Kansas 2007 — 2012
BS, Masters, Accounting
Crestwood Midstream Partners LP November 2014 - Present
SS&C Technologies February 2013 - October 2014
KPMG October 2012 - February 2013
Duke TIP June 2011 - August 2011
KPMG January 2011 - April 2011
Education
University of Kansas 2007 — 2012
BS, Masters, Accounting
Steve Helmbrecht Steve Helmbrecht's SS&C Technologies Experience 1996 - 2000
Job President and CEO at Lakeside Capital Group
Industry Investment Management
Experience
Lakeside Capital Group 2015 - Present
Washington Trust Bank 2006 - Present
Itron, Inc. 2005 - 2014
Itron, Inc. 2002 - 2004
LineSoft Corporation 2000 - 2002
SS&C Technologies 1996 - 2000
SS&C Technologies 1993 - 1996
Skills
Financial Reporting, Sarbanes-Oxley Act, Financial Analysis, Internal Controls, SEC filings, Sales Management, Accounting, Management, Auditing, Business Process..., CPA, Forecasting, US GAAP, Strategic Planning, Start-ups, Revenue Recognition, Executive Management, Finance, GAAP, Mergers & Acquisitions, Risk Management, Restructuring, Business Planning, Budgets, Business Strategy, Internal Audit, Process Improvement, Enterprise Risk..., ERP, Financial Accounting, Sarbanes-Oxley, Tax, Analysis, Financial Audits, Cash Management, Cost Accounting, Financial Modeling, Acquisition Integration, Consolidation, Corporate Finance, Managerial Finance, Due Diligence, Strategy, Hyperion Enterprise, Strategic Financial..., Business Analysis, Treasury Management, Working Capital..., Treasury, SEC Filings
Education
University of Denver 1989 — 1989
Master of Taxation, Tax
University of Washington, Michael G. Foster School of Business 1981 — 1985
BA, Business Administration, Accounting
Lakeside Capital Group 2015 - Present
Washington Trust Bank 2006 - Present
Itron, Inc. 2005 - 2014
Itron, Inc. 2002 - 2004
LineSoft Corporation 2000 - 2002
SS&C Technologies 1996 - 2000
SS&C Technologies 1993 - 1996
Skills
Financial Reporting, Sarbanes-Oxley Act, Financial Analysis, Internal Controls, SEC filings, Sales Management, Accounting, Management, Auditing, Business Process..., CPA, Forecasting, US GAAP, Strategic Planning, Start-ups, Revenue Recognition, Executive Management, Finance, GAAP, Mergers & Acquisitions, Risk Management, Restructuring, Business Planning, Budgets, Business Strategy, Internal Audit, Process Improvement, Enterprise Risk..., ERP, Financial Accounting, Sarbanes-Oxley, Tax, Analysis, Financial Audits, Cash Management, Cost Accounting, Financial Modeling, Acquisition Integration, Consolidation, Corporate Finance, Managerial Finance, Due Diligence, Strategy, Hyperion Enterprise, Strategic Financial..., Business Analysis, Treasury Management, Working Capital..., Treasury, SEC Filings
Education
University of Denver 1989 — 1989
Master of Taxation, Tax
University of Washington, Michael G. Foster School of Business 1981 — 1985
BA, Business Administration, Accounting
Luke Saglimbeni, MSA's SS&C Technologies Experience November 2013 - April 2015
Job Treasury department
Industry Accounting
Experience
The Men's Weekly September 2015 - Present
State Of Conneticut May 2015 - Present
Falbeni Financial LLC September 2013 - Present
West Central Enterprises Inc. January 2009 - Present
SS&C Technologies November 2013 - April 2015
SS&C May 2011 - November 2013
H&R Block January 2010 - April 2011
Skills
IRS Enrolled Agent, Income Tax, Tax Advisory, Tax Research, Tax Preparation, Tax Accounting, Tax Returns, Tax, Financial Statements, Journal Entries, General Ledger, Financial Accounting, Fixed Assets, CPA, Corporate Tax, Accruals, Accounting, Account Reconciliation, QuickBooks, Accounts Payable, Spreadsheets, Finance, Strategic Financial..., Expenses, Invoicing, Management Accounting, Preparation, Financial Analysis, Managerial Finance, Cash Flow Forecasting, Partnership Taxation, Balance, Accountants, Accounts Receivable, Bookkeeping, Cost Accounting, Sales Tax, Cash Flow, Variance Analysis
Education
Bryant University 2005 — 2009
B.S., Accounting Minor in Legal Studies
University of Phoenix 2010 — 2011
MSA, Accounting
The Men's Weekly September 2015 - Present
State Of Conneticut May 2015 - Present
Falbeni Financial LLC September 2013 - Present
West Central Enterprises Inc. January 2009 - Present
SS&C Technologies November 2013 - April 2015
SS&C May 2011 - November 2013
H&R Block January 2010 - April 2011
Skills
IRS Enrolled Agent, Income Tax, Tax Advisory, Tax Research, Tax Preparation, Tax Accounting, Tax Returns, Tax, Financial Statements, Journal Entries, General Ledger, Financial Accounting, Fixed Assets, CPA, Corporate Tax, Accruals, Accounting, Account Reconciliation, QuickBooks, Accounts Payable, Spreadsheets, Finance, Strategic Financial..., Expenses, Invoicing, Management Accounting, Preparation, Financial Analysis, Managerial Finance, Cash Flow Forecasting, Partnership Taxation, Balance, Accountants, Accounts Receivable, Bookkeeping, Cost Accounting, Sales Tax, Cash Flow, Variance Analysis
Education
Bryant University 2005 — 2009
B.S., Accounting Minor in Legal Studies
University of Phoenix 2010 — 2011
MSA, Accounting
Raghuram Padmanabhan Raghuram Padmanabhan's SS&C Technologies Experience December 2012 - Present
Job Director Software DevelopmentPORTIA at SS&C Technologies
Industry Information Technology and Services
Experience
SS&C Technologies December 2012 - Present
Thomson Reuters March 2005 - November 2012
Infosys Technologies Ltd 2004 - 2005
Omnesys Technologies Pvt. Ltd. 2000 - 2004
Education
University of Calicut 1996 — 2000
B.Tech, Computer Science and Engineering
SS&C Technologies December 2012 - Present
Thomson Reuters March 2005 - November 2012
Infosys Technologies Ltd 2004 - 2005
Omnesys Technologies Pvt. Ltd. 2000 - 2004
Education
University of Calicut 1996 — 2000
B.Tech, Computer Science and Engineering
Bradley P. Gess Bradley P. Gess's SS&C Technologies Experience May 2001 - April 2004
Job Established Business Professional Seeking New Career Opportunity
Industry Financial Services
Experience
Self-Employed November 2008 - Present
SS&C Technologies, Inc. April 2004 - November 2008
SS&C Technologies May 2001 - April 2004
American Heart Association - Northland Affiliate April 1997 - May 2001
Skills
Sales Management, New Business Development, Solution Selling, Customer Service, Marketing, Team Building, Management, Sales, Fundraising, Marketing Communications, Project Management, Training, Leadership, Event Planning, Community Outreach
Education
University of Iowa
Bachelor of Arts (B.A.), Communication
University of Minnesota-Twin Cities
General Studies
Le Sueur Henderson High School
General
Self-Employed November 2008 - Present
SS&C Technologies, Inc. April 2004 - November 2008
SS&C Technologies May 2001 - April 2004
American Heart Association - Northland Affiliate April 1997 - May 2001
Skills
Sales Management, New Business Development, Solution Selling, Customer Service, Marketing, Team Building, Management, Sales, Fundraising, Marketing Communications, Project Management, Training, Leadership, Event Planning, Community Outreach
Education
University of Iowa
Bachelor of Arts (B.A.), Communication
University of Minnesota-Twin Cities
General Studies
Le Sueur Henderson High School
General
Jenifer Brock's SS&C Technologies Experience August 1998 - January 2002
Job QA Specialist at U.S. Department of Energy
Industry Government Administration
Experience
U.S. Department of Energy November 2010 - Present
Kairos Worldwide July 2009 - November 2010
H.A. King & Associates, Inc. July 2008 - July 2009
Briarcliffe College September 2007 - July 2008
BJM Promotions, Inc. September 2005 - June 2007
Jenny Craig November 2003 - August 2005
SS&C Technologies August 1998 - January 2002
Skills
SharePoint, SharePoint Designer, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Customer Service, Managing Database, Data Analysis, Organization, Team Leadership, Team-oriented, Quality Assurance, Quality Control, Data Quality, Procedure Development, Procedure Creation, Procedure Review, Workflow, Process Improvement, Risk Assessment, Surveillance, Visio, Outlook, Access, Communication Skills, Program Oversight, Operational Oversight, Databases, Research, Editing, Project Planning, Policy
Education
University of Hartford 1993 — 1997
Bachelor of Arts (B.A.), Communication and Media Studies
Northport High School 1989 — 1993
U.S. Department of Energy November 2010 - Present
Kairos Worldwide July 2009 - November 2010
H.A. King & Associates, Inc. July 2008 - July 2009
Briarcliffe College September 2007 - July 2008
BJM Promotions, Inc. September 2005 - June 2007
Jenny Craig November 2003 - August 2005
SS&C Technologies August 1998 - January 2002
Skills
SharePoint, SharePoint Designer, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Customer Service, Managing Database, Data Analysis, Organization, Team Leadership, Team-oriented, Quality Assurance, Quality Control, Data Quality, Procedure Development, Procedure Creation, Procedure Review, Workflow, Process Improvement, Risk Assessment, Surveillance, Visio, Outlook, Access, Communication Skills, Program Oversight, Operational Oversight, Databases, Research, Editing, Project Planning, Policy
Education
University of Hartford 1993 — 1997
Bachelor of Arts (B.A.), Communication and Media Studies
Northport High School 1989 — 1993
Jim Aquilina's SS&C Technologies Experience January 1996 - Present
Job Director of Product Services at SS&C Technologies
Industry Computer Software
Experience
SS&C Technologies January 1996 - Present
Programming Resources Company January 1992 - January 1996
Department of Residential Life, UCONN January 1989 - January 1992
Skills
Product Management, Software Development, Software Project..., Agile Methodologies, SaaS, Requirements Analysis, Enterprise Software, Business Analysis, Integration, Cloud Computing, Program Management, Virtualization, SQL, Leadership, Network Administration, Workstation Management, Microsoft Server..., Domain and Workgroup..., JavaScript, VBScript, NAnt, Microsoft Office...
Education
University of Connecticut 1986 — 1989
Masters of Arts, Developmental and Child Psychology
University of Connecticut 1982 — 1986
Bachelor of Arts, Developmental and Child Psychology
SS&C Technologies January 1996 - Present
Programming Resources Company January 1992 - January 1996
Department of Residential Life, UCONN January 1989 - January 1992
Skills
Product Management, Software Development, Software Project..., Agile Methodologies, SaaS, Requirements Analysis, Enterprise Software, Business Analysis, Integration, Cloud Computing, Program Management, Virtualization, SQL, Leadership, Network Administration, Workstation Management, Microsoft Server..., Domain and Workgroup..., JavaScript, VBScript, NAnt, Microsoft Office...
Education
University of Connecticut 1986 — 1989
Masters of Arts, Developmental and Child Psychology
University of Connecticut 1982 — 1986
Bachelor of Arts, Developmental and Child Psychology
Kelly (Homnick) DiMaria Kelly (Homnick) DiMaria's SS&C Technologies Experience August 2010 - Present
Job CPA, DBC Head of Sales at SS&C Technologies, Inc.
Industry Financial Services
Experience
SS&C Technologies August 2010 - Present
Baruch College January 2012 - Present
Ernst & Young August 2008 - August 2010
Skills
Auditing, Account Management, Finance, Financial Analysis, Accounting, Financial Reporting, Asset Management, Financial Modeling, Internal Controls, CPA, Financial Accounting
Education
University of Florida - Warrington College Of Business
Masters of Accounting, Accounting
SS&C Technologies August 2010 - Present
Baruch College January 2012 - Present
Ernst & Young August 2008 - August 2010
Skills
Auditing, Account Management, Finance, Financial Analysis, Accounting, Financial Reporting, Asset Management, Financial Modeling, Internal Controls, CPA, Financial Accounting
Education
University of Florida - Warrington College Of Business
Masters of Accounting, Accounting
Shannon Whitney's SS&C Technologies Experience April 2015 - Present
Job Senior Accountant
Industry Accounting
Experience
SS&C Technologies April 2015 - Present
Saslow Lufkin & Buggy, LLP October 2012 - March 2015
Altra Industrial Motion June 2010 - January 2012
Northwestern Connecticut Community College January 2010 - May 2010
Skills
Accounting, Auditing, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Financial Reporting, Financial Accounting, Financial Analysis, Internal Controls, GAAP
Education
University of Saint Joseph 2010 — 2012
Bachelor's degree, Accounting, 3.8 GPA
SS&C Technologies April 2015 - Present
Saslow Lufkin & Buggy, LLP October 2012 - March 2015
Altra Industrial Motion June 2010 - January 2012
Northwestern Connecticut Community College January 2010 - May 2010
Skills
Accounting, Auditing, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Financial Reporting, Financial Accounting, Financial Analysis, Internal Controls, GAAP
Education
University of Saint Joseph 2010 — 2012
Bachelor's degree, Accounting, 3.8 GPA
Kristen Candella Kristen Candella's SS&C Technologies Experience 2008 - 2008
Job Client Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management August 2014 - Present
Private Capital Group, LLC June 2012 - May 2014
SS&C Technologies 2008 - 2008
Bridgewater Associates 2007 - 2007
Bank of America 2004 - 2006
Skills
Wealth Management, Investments, Relationship Management, Financial Services, Microsoft Office, Microsoft Excel, Mutual Funds, Finance, Art, PowerPoint, Marketing, Excel, Outlook, Word, Customer Relations, Hedge Funds, Valuation, Series 7, Series 66, Market Research, Social Media Marketing, Accounting, Fine Art, Photoshop, Illustration, ETFs
Education
The University of Connecticut 2009 — 2011
BFA, Illustration
The University of Connecticut School of Business 2000 — 2004
B.S., Finance
RBC Wealth Management August 2014 - Present
Private Capital Group, LLC June 2012 - May 2014
SS&C Technologies 2008 - 2008
Bridgewater Associates 2007 - 2007
Bank of America 2004 - 2006
Skills
Wealth Management, Investments, Relationship Management, Financial Services, Microsoft Office, Microsoft Excel, Mutual Funds, Finance, Art, PowerPoint, Marketing, Excel, Outlook, Word, Customer Relations, Hedge Funds, Valuation, Series 7, Series 66, Market Research, Social Media Marketing, Accounting, Fine Art, Photoshop, Illustration, ETFs
Education
The University of Connecticut 2009 — 2011
BFA, Illustration
The University of Connecticut School of Business 2000 — 2004
B.S., Finance
Edinho Lopes Edinho Lopes's SS&C Technologies Experience January 2015 - Present
Job Hedge Fund Accountant at SS&C Technologies
Industry Computer Software
Experience
SS&C Technologies January 2015 - Present
State Street 2013 - January 2015
State Street August 2012 - 2013
Foxwoods Resort Casino July 2011 - July 2012
Skills
Fund Accounting, Financial Reporting, Accounting, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Time Management, Research, Teamwork, Public Speaking, Finance
Education
University of Massachusetts Dartmouth 2006 — 2011
Bachelor of Science, Accounting, Minor Finance
SS&C Technologies January 2015 - Present
State Street 2013 - January 2015
State Street August 2012 - 2013
Foxwoods Resort Casino July 2011 - July 2012
Skills
Fund Accounting, Financial Reporting, Accounting, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Time Management, Research, Teamwork, Public Speaking, Finance
Education
University of Massachusetts Dartmouth 2006 — 2011
Bachelor of Science, Accounting, Minor Finance
David Loescher's SS&C Technologies Experience January 2015 - Present
Job Senior Manager at SS&C Technologies
Industry Accounting
Experience
SS&C Technologies January 2015 - Present
SS&C Technologies September 2012 - December 2014
Gravity Financial, LLC May 2012 - September 2012
Gravity Financial, LLC December 2009 - May 2012
Gravity Financial, LLC June 2008 - December 2009
Loescher, Rose & Co. September 2006 - June 2008
Skills
Microsoft Office 2007, Bloomberg, Microsoft Excel, PowerPoint, Accounting, Microsoft Word, Financial Reporting, Hedge Funds, Microsoft Office, Equities, Alternative Investments, Customer Service, Advent Geneva, Advent Partner
Education
University of Massachusetts Dartmouth 2004 — 2008
Bachelor of Science (B.S.), Finance
SS&C Technologies January 2015 - Present
SS&C Technologies September 2012 - December 2014
Gravity Financial, LLC May 2012 - September 2012
Gravity Financial, LLC December 2009 - May 2012
Gravity Financial, LLC June 2008 - December 2009
Loescher, Rose & Co. September 2006 - June 2008
Skills
Microsoft Office 2007, Bloomberg, Microsoft Excel, PowerPoint, Accounting, Microsoft Word, Financial Reporting, Hedge Funds, Microsoft Office, Equities, Alternative Investments, Customer Service, Advent Geneva, Advent Partner
Education
University of Massachusetts Dartmouth 2004 — 2008
Bachelor of Science (B.S.), Finance
Anthony (Tony) Guarascio's SS&C Technologies Experience October 1998 - April 2003
Job Experienced CFO
Industry Information Technology and Services
Experience
Walnut Tree Hill Associates, LLC March 2012 - Present
SNL Financial February 2010 - March 2012
Fortent October 2005 - February 2010
HSS Inc April 2003 - June 2005
SS&C Technologies October 1998 - April 2003
Executone 1984 - 1998
Skills
Equities, Investor Relations, Private Equity, Finance, Management, IPO, Marketing, Project Planning, Mergers, Financial Analysis, Strategic Financial..., Forecasting, Mergers & Acquisitions, Business Analysis, Contract Negotiation, Strategy, Analysis, Start-ups, Business Development, Strategic Planning, Business Planning
Education
University of Bridgeport 1971 — 1975
BS, Accounting
Walnut Tree Hill Associates, LLC March 2012 - Present
SNL Financial February 2010 - March 2012
Fortent October 2005 - February 2010
HSS Inc April 2003 - June 2005
SS&C Technologies October 1998 - April 2003
Executone 1984 - 1998
Skills
Equities, Investor Relations, Private Equity, Finance, Management, IPO, Marketing, Project Planning, Mergers, Financial Analysis, Strategic Financial..., Forecasting, Mergers & Acquisitions, Business Analysis, Contract Negotiation, Strategy, Analysis, Start-ups, Business Development, Strategic Planning, Business Planning
Education
University of Bridgeport 1971 — 1975
BS, Accounting
Bret Price Bret Price's SS&C Technologies Experience February 1996 - August 2005
Job Global Head of Sales at ClearStructure Financial Technology
Industry Financial Services
Experience
ClearStructure Financial Technology December 2014 - Present
ClearStructure Financial Technology June 2014 - December 2014
SunGard August 2008 - March 2014
SS&C Technologies February 1996 - August 2005
Skills
Hedge Funds, Asset Management, Portfolio Management, Private Equity, Mutual Funds, Equities, Fixed Income, Trading, Valuation, Financial Markets, Trading Systems, Business Development, Capital Markets, Financial Risk, Financial Services, Salesforce.com, Alternative Investments, Derivatives, Loans, Electronic Trading, SaaS, Solution Selling, Enterprise Software, Due Diligence
Education
United States Naval Academy 1984 — 1988
BS, Economics; Masters in Nuclear Engineering
ClearStructure Financial Technology December 2014 - Present
ClearStructure Financial Technology June 2014 - December 2014
SunGard August 2008 - March 2014
SS&C Technologies February 1996 - August 2005
Skills
Hedge Funds, Asset Management, Portfolio Management, Private Equity, Mutual Funds, Equities, Fixed Income, Trading, Valuation, Financial Markets, Trading Systems, Business Development, Capital Markets, Financial Risk, Financial Services, Salesforce.com, Alternative Investments, Derivatives, Loans, Electronic Trading, SaaS, Solution Selling, Enterprise Software, Due Diligence
Education
United States Naval Academy 1984 — 1988
BS, Economics; Masters in Nuclear Engineering
Christine Balog Christine Balog's SS&C Technologies Experience March 2003 - April 2006
Job Tax Operations Leader at GE Capital
Industry Financial Services
Experience
GE Capital January 2015 - Present
GE Capital April 2006 - January 2015
SS&C Technologies March 2003 - April 2006
Cannondale March 1998 - March 2003
Cendant October 1997 - March 1998
Ernst & Young October 1992 - October 1997
Skills
Tax Accounting, FAS109, Accounting, Tax, Auditing, Account Reconciliation, Tax Preparation, Financial Analysis, Financial Accounting, Financial Reporting, Financial Statements, GAAP, Sarbanes-Oxley Act, Corporate Tax, Internal Controls, Microsoft Excel, QuickBooks, Tax Returns, Transfer Pricing, US GAAP, CPA
Education
SUNY Albany 1988 — 1992
Bachelor of Science (BS), Accounting
GE Capital January 2015 - Present
GE Capital April 2006 - January 2015
SS&C Technologies March 2003 - April 2006
Cannondale March 1998 - March 2003
Cendant October 1997 - March 1998
Ernst & Young October 1992 - October 1997
Skills
Tax Accounting, FAS109, Accounting, Tax, Auditing, Account Reconciliation, Tax Preparation, Financial Analysis, Financial Accounting, Financial Reporting, Financial Statements, GAAP, Sarbanes-Oxley Act, Corporate Tax, Internal Controls, Microsoft Excel, QuickBooks, Tax Returns, Transfer Pricing, US GAAP, CPA
Education
SUNY Albany 1988 — 1992
Bachelor of Science (BS), Accounting
Michael H. Lewis, Jr. Michael H. Lewis, Jr.'s SS&C Technologies Experience August 2009 - Present
Job Vice President, Business Development
Industry Banking
Experience
SS&C Technologies August 2009 - Present
Citi August 2005 - January 2008
DTE Energy 1999 - 2003
First Chicago May 1998 - December 1998
Skills
Financial Services, Relationship Management, Financial Analysis, Business Development, Leadership, Project Management, Marketing Analytics, Marketing Research, Customer Service, Institutional Sales, Hedge Funds, Investment Management, Capital Markets, Financial Markets, Portfolio Management, Alternative Investments, Private Equity, Finance, Management, Mutual Funds, Entrepreneurship
Education
University of Michigan - Stephen M. Ross School of Business 2003 — 2005
MBA, Finance, Sales
University of Michigan-Dearborn 1997 — 1999
Bachelor of Business Administration (B.B.A.), Finance, General
Berney middle school 1986 — 1988
SS&C Technologies August 2009 - Present
Citi August 2005 - January 2008
DTE Energy 1999 - 2003
First Chicago May 1998 - December 1998
Skills
Financial Services, Relationship Management, Financial Analysis, Business Development, Leadership, Project Management, Marketing Analytics, Marketing Research, Customer Service, Institutional Sales, Hedge Funds, Investment Management, Capital Markets, Financial Markets, Portfolio Management, Alternative Investments, Private Equity, Finance, Management, Mutual Funds, Entrepreneurship
Education
University of Michigan - Stephen M. Ross School of Business 2003 — 2005
MBA, Finance, Sales
University of Michigan-Dearborn 1997 — 1999
Bachelor of Business Administration (B.B.A.), Finance, General
Berney middle school 1986 — 1988
Anthony T. Carter, Sr. Anthony T. Carter, Sr.'s SS&C Technologies Experience February 2005 - April 2006
Job Assistant Vice President, Technology Finance, Bank Of America
Industry Banking
Experience
Bank of America January 2011 - Present
Travelers February 2010 - January 2011
The Hartford April 2006 - February 2010
SS&C Technologies February 2005 - April 2006
The Hartford October 2001 - February 2005
Aetna 1995 - 2004
Skills
Financial Modeling, Financial Analysis, Bloomberg, Financial Reporting, Mutual Funds, Real Estate, Accounting, Analysis, Budgets, Competitive Analysis, Finance, Equities, Forecasting, Insurance, Investments, Management, Microsoft Excel, Recruiting, Strategy, Valuation, Leadership, Mergers & Acquisitions, Portfolio Management, Strategic Planning, Time Management
Education
Superior School of Real Estate 2012 — 2012
North Carolina Provisional Broker, Real Estate
University of Hartford 1990 — 1995
BSBA, Accounting
Weaver High School 1986 — 1990
Bank of America January 2011 - Present
Travelers February 2010 - January 2011
The Hartford April 2006 - February 2010
SS&C Technologies February 2005 - April 2006
The Hartford October 2001 - February 2005
Aetna 1995 - 2004
Skills
Financial Modeling, Financial Analysis, Bloomberg, Financial Reporting, Mutual Funds, Real Estate, Accounting, Analysis, Budgets, Competitive Analysis, Finance, Equities, Forecasting, Insurance, Investments, Management, Microsoft Excel, Recruiting, Strategy, Valuation, Leadership, Mergers & Acquisitions, Portfolio Management, Strategic Planning, Time Management
Education
Superior School of Real Estate 2012 — 2012
North Carolina Provisional Broker, Real Estate
University of Hartford 1990 — 1995
BSBA, Accounting
Weaver High School 1986 — 1990
Michael Makucin Michael Makucin's SS&C Technologies Experience December 2014 - Present
Job Investor Relations Associate at SS&C Technologies
Industry Insurance
Experience
SS&C Technologies December 2014 - Present
UnitedHealthcare September 2012 - November 2014
Coastal Trade Securities June 2011 - May 2012
Skills
Proprietary Trading, Equities, Trading, Derivatives, Technical Analysis, Trading Strategies, Fundamental Analysis, Hedge Funds
Education
The University of Connecticut 2007 — 2011
Bachelor of Arts, Economics
SS&C Technologies December 2014 - Present
UnitedHealthcare September 2012 - November 2014
Coastal Trade Securities June 2011 - May 2012
Skills
Proprietary Trading, Equities, Trading, Derivatives, Technical Analysis, Trading Strategies, Fundamental Analysis, Hedge Funds
Education
The University of Connecticut 2007 — 2011
Bachelor of Arts, Economics
Brad Murray Brad Murray's SS&C Technologies Experience February 1998 - June 1999
Job Strategic data analytics, technology and actuarial consultant
Industry Financial Services
Experience
Ruark Consulting April 2009 - Present
Smart Tech Actuarial Consultants April 2002 - March 2009
Milliman 2000 - 2003
SS&C Technologies February 1998 - June 1999
Tillinghast May 1995 - May 1998
CIGNA January 1988 - May 1995
Skills
Actuarial Science, Insurance, Risk Management, ALM, Data Warehousing, Enterprise Risk..., SAS, Health Insurance, Capital Management, Business Intelligence, Database Modeling, Visual Basic, Salesforce.com..., Data modeler, SQL Server, Database design, cloud IT infrastructure..., Amazon Web Services..., Amazon RDS, Microsoft SQL Server, MySQL, QuickBase, Salesforce, Python, Actuarial Modeling...
Education
The University of Connecticut 1984 — 1987
Bachelor of Science (B.S.), Actuarial Science, Magna Cum Laude
Ruark Consulting April 2009 - Present
Smart Tech Actuarial Consultants April 2002 - March 2009
Milliman 2000 - 2003
SS&C Technologies February 1998 - June 1999
Tillinghast May 1995 - May 1998
CIGNA January 1988 - May 1995
Skills
Actuarial Science, Insurance, Risk Management, ALM, Data Warehousing, Enterprise Risk..., SAS, Health Insurance, Capital Management, Business Intelligence, Database Modeling, Visual Basic, Salesforce.com..., Data modeler, SQL Server, Database design, cloud IT infrastructure..., Amazon Web Services..., Amazon RDS, Microsoft SQL Server, MySQL, QuickBase, Salesforce, Python, Actuarial Modeling...
Education
The University of Connecticut 1984 — 1987
Bachelor of Science (B.S.), Actuarial Science, Magna Cum Laude
Rebecca Coston's SS&C Technologies Experience January 2012 - Present
Job Tax Accountant at SS&C Technologies
Industry Accounting
Experience
SS&C Technologies January 2012 - Present
Regency Commercial Associates June 2011 - November 2011
Botsch and Associates, CPAs February 2011 - April 2011
Shoe Carnival June 2010 - August 2010
Botsch and Associates, CPAs, LLC June 2009 - August 2009
Bath and Body Works August 2008 - November 2008
Skills
Excel, Word, PowerPoint, Microsoft Office, Access, Accounting, Accounts Receivable, Financial Reporting, Research, Quickbooks, Peachtree, Outlook, Accounts Payable, Visio, General Ledger, Data Entry, Spreadsheets, Telephone Skills, Adobe Acrobat
Education
University of Evansville 2007 — 2011
B.S, Accounting
SS&C Technologies January 2012 - Present
Regency Commercial Associates June 2011 - November 2011
Botsch and Associates, CPAs February 2011 - April 2011
Shoe Carnival June 2010 - August 2010
Botsch and Associates, CPAs, LLC June 2009 - August 2009
Bath and Body Works August 2008 - November 2008
Skills
Excel, Word, PowerPoint, Microsoft Office, Access, Accounting, Accounts Receivable, Financial Reporting, Research, Quickbooks, Peachtree, Outlook, Accounts Payable, Visio, General Ledger, Data Entry, Spreadsheets, Telephone Skills, Adobe Acrobat
Education
University of Evansville 2007 — 2011
B.S, Accounting
Frank Higgins Frank Higgins's SS&C Technologies Experience October 2003 - October 2005
Job Snr Growth Manager at Segment
Industry Internet
Experience
Segment December 2014 - Present
Twilio, Inc. September 2012 - November 2014
pMDsoft March 2012 - August 2012
Doctorbase November 2008 - April 2012
Leadmarket October 2008 - April 2012
Conifer Securities October 2006 - November 2008
Dolby Laboratories October 2005 - October 2006
SS&C Technologies October 2003 - October 2005
Farallon Capital Management March 1997 - October 2003
Skills
Social Networking, SaaS, Social Media Marketing, Product Management, Web Development, Web Marketing, Cloud Computing, Project Management, Social Media, Start-ups, Software Development, Marketing, Google Analytics, Sales, Networking, Marketing Strategy, Entrepreneurship, Salesforce.com, SEO, E-commerce, Lead Generation, Strategic Partnerships, Email Marketing, Online Marketing, SEM, CRM, Online Advertising, Product Marketing, Web Analytics, Business Development, Mobile Devices, Competitive Analysis, Analytics, Strategy
Education
Waterford Institute of Technology 1987 — 1992
University of Essex
Bachelor's degree, Physical Optoelectronics
Segment December 2014 - Present
Twilio, Inc. September 2012 - November 2014
pMDsoft March 2012 - August 2012
Doctorbase November 2008 - April 2012
Leadmarket October 2008 - April 2012
Conifer Securities October 2006 - November 2008
Dolby Laboratories October 2005 - October 2006
SS&C Technologies October 2003 - October 2005
Farallon Capital Management March 1997 - October 2003
Skills
Social Networking, SaaS, Social Media Marketing, Product Management, Web Development, Web Marketing, Cloud Computing, Project Management, Social Media, Start-ups, Software Development, Marketing, Google Analytics, Sales, Networking, Marketing Strategy, Entrepreneurship, Salesforce.com, SEO, E-commerce, Lead Generation, Strategic Partnerships, Email Marketing, Online Marketing, SEM, CRM, Online Advertising, Product Marketing, Web Analytics, Business Development, Mobile Devices, Competitive Analysis, Analytics, Strategy
Education
Waterford Institute of Technology 1987 — 1992
University of Essex
Bachelor's degree, Physical Optoelectronics
Chris Kerner's SS&C Technologies Experience October 2014 - May 2015
Job
Industry Accounting
Experience
Compass Group North America June 2015 - Present
SS&C Technologies October 2014 - May 2015
SS&C Technologies October 2013 - September 2014
SS&C Technologies May 2012 - September 2013
Skills
Microsoft Office, Microsoft Word, Accounting, Access, Leadership, Public Speaking, Financial Analysis
Education
University of Evansville 2008 — 2012
Bachelor of Science (BS), Accounting
Compass Group North America June 2015 - Present
SS&C Technologies October 2014 - May 2015
SS&C Technologies October 2013 - September 2014
SS&C Technologies May 2012 - September 2013
Skills
Microsoft Office, Microsoft Word, Accounting, Access, Leadership, Public Speaking, Financial Analysis
Education
University of Evansville 2008 — 2012
Bachelor of Science (BS), Accounting
Dorothy J. Meggie, CFA Dorothy J. Meggie, CFA's SS&C Technologies Experience 1998 - 2000
Job Financial Analyst Senior Specialist at Cigna
Industry Financial Services
Experience
Cigna May 2015 - Present
People's Capital and Leasing Corp 2014 - May 2015
Aetna 2007 - 2014
Webster Bank 2005 - 2006
Webster Bank 2002 - 2005
Webster Bank 2001 - 2002
Webster Bank May 2001 - 2001
Cigna 2000 - 2001
SS&C Technologies 1998 - 2000
Ironwood Capital 1991 - 1997
Skills
Financial Risk, Valuation, Securities, Business Analysis, Insurance, Finance, Bloomberg, Data Analysis, Financial Analysis, Financial Modeling, Risk Management, Asset Managment, Investments, Credit, Microsoft Excel, Microsoft Office, Engineering, PowerPoint
Education
Tufts University
BSME, Mechancial Engineering
The University of Connecticut School of Business 1992 — 1994
MBA, finance
Wethersfield High School
Cigna May 2015 - Present
People's Capital and Leasing Corp 2014 - May 2015
Aetna 2007 - 2014
Webster Bank 2005 - 2006
Webster Bank 2002 - 2005
Webster Bank 2001 - 2002
Webster Bank May 2001 - 2001
Cigna 2000 - 2001
SS&C Technologies 1998 - 2000
Ironwood Capital 1991 - 1997
Skills
Financial Risk, Valuation, Securities, Business Analysis, Insurance, Finance, Bloomberg, Data Analysis, Financial Analysis, Financial Modeling, Risk Management, Asset Managment, Investments, Credit, Microsoft Excel, Microsoft Office, Engineering, PowerPoint
Education
Tufts University
BSME, Mechancial Engineering
The University of Connecticut School of Business 1992 — 1994
MBA, finance
Wethersfield High School
Rifat Chowdhury Rifat Chowdhury's SS&C Technologies Experience August 2013 - Present
Job Java Developer at SS&C Technologies
Industry Computer Software
Experience
SS&C Technologies August 2013 - Present
Cognizant Technology Solutions September 2012 - July 2013
The Oliver Group(B4Discovery) May 2011 - May 2012
National Science Foundation May 2010 - August 2010
Skills
Java, Linux, Software Development, Testing, Software Design, Eclipse, C++, Test Automation, XML, Spring Framework, C, PHP, HTML, Windows, Struts, CSS, Visual Studio, Selenium, JUnit, Spring, Java Enterprise Edition, JSP, QTP, Smart GWT, GWT, Wicket, Agile Methodologies, IntelliJ IDEA, Oracle SQL Developer, JBoss Application Server
Education
The University of Connecticut 2007 — 2012
Bachelor of Science (BS), Computer Engineering
SS&C Technologies August 2013 - Present
Cognizant Technology Solutions September 2012 - July 2013
The Oliver Group(B4Discovery) May 2011 - May 2012
National Science Foundation May 2010 - August 2010
Skills
Java, Linux, Software Development, Testing, Software Design, Eclipse, C++, Test Automation, XML, Spring Framework, C, PHP, HTML, Windows, Struts, CSS, Visual Studio, Selenium, JUnit, Spring, Java Enterprise Edition, JSP, QTP, Smart GWT, GWT, Wicket, Agile Methodologies, IntelliJ IDEA, Oracle SQL Developer, JBoss Application Server
Education
The University of Connecticut 2007 — 2012
Bachelor of Science (BS), Computer Engineering
William Scheel William Scheel's SS&C Technologies Experience 1994 - 1998
Job President at DFA Technologies, LLC
Industry Insurance
Experience
DFA Technologies, LLC April 2011 - Present
Capgemini Financial Services 2009 - 2011
Swiss Re 1999 - 1999
SS&C Technologies 1994 - 1998
PwC 1991 - 1994
Tillinghast 1985 - 1991
Skills
Actuarial, Insurance, Risk, Reinsurance, Risk Management, Economic Capital, Enterprise Risk..., HPC, HPC Excel SOA, Dynamic Financial..., DFA, Excel actuarial and..., Solvency II, Actuarial Science, VBA, Financial Modeling, Financial Risk, Property & Casualty..., General Insurance
Education
University of Pennsylvania 1969 — 1972
Doctor of Philosophy (Ph.D.), Insurance Finance
University of Pennsylvania 1969 — 1972
Doctor of Philosophy (Ph.D.), Insurance and Risk Management
University of California, Berkeley 1961 — 1965
Bachelor of Arts (B.A.), Psychology
Associateships
Are, AIAF, ARM, CPCU, CEBS, Insurance and Employee Benefits
DFA Technologies, LLC April 2011 - Present
Capgemini Financial Services 2009 - 2011
Swiss Re 1999 - 1999
SS&C Technologies 1994 - 1998
PwC 1991 - 1994
Tillinghast 1985 - 1991
Skills
Actuarial, Insurance, Risk, Reinsurance, Risk Management, Economic Capital, Enterprise Risk..., HPC, HPC Excel SOA, Dynamic Financial..., DFA, Excel actuarial and..., Solvency II, Actuarial Science, VBA, Financial Modeling, Financial Risk, Property & Casualty..., General Insurance
Education
University of Pennsylvania 1969 — 1972
Doctor of Philosophy (Ph.D.), Insurance Finance
University of Pennsylvania 1969 — 1972
Doctor of Philosophy (Ph.D.), Insurance and Risk Management
University of California, Berkeley 1961 — 1965
Bachelor of Arts (B.A.), Psychology
Associateships
Are, AIAF, ARM, CPCU, CEBS, Insurance and Employee Benefits
James Ramenda James Ramenda's SS&C Technologies Experience January 2011 - Present
Job Senior Vice President, Enterprise Risk at SS&C Technologies
Industry Investment Management
Experience
SS&C Technologies January 2011 - Present
Northington Partners, Inc. 1989 - January 2013
Conning & Company September 1984 - February 1989
CIGNA June 1982 - September 1984
Skills
Portfolio Management, Asset Management, Alternative Investments, Mutual Funds, Insurance, Private Equity, Banking, Enterprise Risk..., Management, Series 7, Valuation, Investments, Financial Modeling, Product Development, Mergers & Acquisitions, Risk Management, ALM, Financial Risk, Hedge Funds, Fixed Income
Education
University of Pennsylvania - The Wharton School 1980 — 1982
MBA, Finance
University of Pennsylvania - The Wharton School 1977 — 1981
B.S., Economics
SS&C Technologies January 2011 - Present
Northington Partners, Inc. 1989 - January 2013
Conning & Company September 1984 - February 1989
CIGNA June 1982 - September 1984
Skills
Portfolio Management, Asset Management, Alternative Investments, Mutual Funds, Insurance, Private Equity, Banking, Enterprise Risk..., Management, Series 7, Valuation, Investments, Financial Modeling, Product Development, Mergers & Acquisitions, Risk Management, ALM, Financial Risk, Hedge Funds, Fixed Income
Education
University of Pennsylvania - The Wharton School 1980 — 1982
MBA, Finance
University of Pennsylvania - The Wharton School 1977 — 1981
B.S., Economics
Chris Coulson Chris Coulson's SS&C Technologies Experience May 2003 - June 2006
Job Founder and Principal Consultant at Visigo Software Consulting
Industry Computer Software
Experience
Visigo Software Consulting Inc January 2001 - Present
Shufflrr January 2013 - Present
Armour Technology Solutions November 2010 - April 2012
R&C Chartered Accountants March 2005 - November 2011
Broadstreet Data September 2010 - September 2010
RBC Dexia Investor Services September 2006 - June 2010
The Marco Corporation November 2009 - January 2010
Timeless Treasures Photography August 2002 - August 2008
SS&C Technologies May 2003 - June 2006
Parkin Architects Limited June 2003 - March 2006
Skills
SharePoint 2013, SharePoint 2010, ASP.NET Web API, ASP.Net MVC, HTML5, Javascript, Knockout.js, Angular.js, C#, Microsoft SQL Server, .NET, Software Architecture, ASP.NET, VB.NET, ASP, Crystal Reports, T-SQL, Visual Studio, Databases, SSIS, Database Design, XML, IIS, Web Services, WCF, SSRS, Business Analysis, Web Applications, SQL, Windows Server, JavaScript, SharePoint
Education
University of Guelph 1995 — 1999
Bachelor of Science, Computer Science
Visigo Software Consulting Inc January 2001 - Present
Shufflrr January 2013 - Present
Armour Technology Solutions November 2010 - April 2012
R&C Chartered Accountants March 2005 - November 2011
Broadstreet Data September 2010 - September 2010
RBC Dexia Investor Services September 2006 - June 2010
The Marco Corporation November 2009 - January 2010
Timeless Treasures Photography August 2002 - August 2008
SS&C Technologies May 2003 - June 2006
Parkin Architects Limited June 2003 - March 2006
Skills
SharePoint 2013, SharePoint 2010, ASP.NET Web API, ASP.Net MVC, HTML5, Javascript, Knockout.js, Angular.js, C#, Microsoft SQL Server, .NET, Software Architecture, ASP.NET, VB.NET, ASP, Crystal Reports, T-SQL, Visual Studio, Databases, SSIS, Database Design, XML, IIS, Web Services, WCF, SSRS, Business Analysis, Web Applications, SQL, Windows Server, JavaScript, SharePoint
Education
University of Guelph 1995 — 1999
Bachelor of Science, Computer Science
Damian Elsen Damian Elsen's SS&C Technologies Experience January 2014 - Present
Job Software Development Manager PORTIA at SS&C Technologies
Industry Computer Software
Experience
SS&C Technologies January 2014 - Present
SS&C Technologies May 2012 - December 2013
Thomson Reuters October 2007 - July 2012
Thomson Reuters October 2007 - October 2008
Thomson Financial September 2000 - July 2007
Macmillan July 1999 - August 2000
Ford Motor Company 1994 - 1999
Skills
Integration, Back Office, Portia, SQL, SQL Server, C#, .NET, VBA, Software Development, Visual Basic, Excel, Microsoft SQL Server, Trading Systems, Requirements Analysis, Agile Methodologies, Software Project..., SDLC, Business Analysis, Enterprise Architecture, SOA, Solution Architecture, XML, Visual Studio, Databases, Database Design, Sybase, Systems Analysis, Agile Project Management, Requirements Gathering
Education
The University of Huddersfield 1990 — 1994
2:1, Software Development
SS&C Technologies January 2014 - Present
SS&C Technologies May 2012 - December 2013
Thomson Reuters October 2007 - July 2012
Thomson Reuters October 2007 - October 2008
Thomson Financial September 2000 - July 2007
Macmillan July 1999 - August 2000
Ford Motor Company 1994 - 1999
Skills
Integration, Back Office, Portia, SQL, SQL Server, C#, .NET, VBA, Software Development, Visual Basic, Excel, Microsoft SQL Server, Trading Systems, Requirements Analysis, Agile Methodologies, Software Project..., SDLC, Business Analysis, Enterprise Architecture, SOA, Solution Architecture, XML, Visual Studio, Databases, Database Design, Sybase, Systems Analysis, Agile Project Management, Requirements Gathering
Education
The University of Huddersfield 1990 — 1994
2:1, Software Development
Jesse Fulford's SS&C Technologies Experience July 2015 - Present
Job IT Engineer
Industry Information Technology and Services
Experience
SS&C Technologies July 2015 - Present
Advent Software June 2011 - July 2015
Black Diamond Performance Reporting May 2007 - June 2011
Publix June 2003 - October 2007
Sarasota County School Board June 2001 - May 2005
Skills
IIS, Windows Server, Troubleshooting, Active Directory, Databases, Powershell, Virtualization, Microsoft SQL Server, SharePoint, VPN, FTP, VBScript, Firewalls, PGP, Batch Processing, Xen, SQL Server, Checkpoint, Cisco Call Manager, Altiris, Infrastructure, Microsoft Technologies, Asterisk, XenServer, Firewall Management, VMware, Microsoft Exchange, Information Security, SSL Certificates, DNS, Compellent, Encryption, SaaS, T-SQL, JavaScript, Cloud Computing
Education
Western Governors University 2012 — 2015
Bachelor of Science (B.S.), Information Technology
University of North Florida 2005 — 2009
SS&C Technologies July 2015 - Present
Advent Software June 2011 - July 2015
Black Diamond Performance Reporting May 2007 - June 2011
Publix June 2003 - October 2007
Sarasota County School Board June 2001 - May 2005
Skills
IIS, Windows Server, Troubleshooting, Active Directory, Databases, Powershell, Virtualization, Microsoft SQL Server, SharePoint, VPN, FTP, VBScript, Firewalls, PGP, Batch Processing, Xen, SQL Server, Checkpoint, Cisco Call Manager, Altiris, Infrastructure, Microsoft Technologies, Asterisk, XenServer, Firewall Management, VMware, Microsoft Exchange, Information Security, SSL Certificates, DNS, Compellent, Encryption, SaaS, T-SQL, JavaScript, Cloud Computing
Education
Western Governors University 2012 — 2015
Bachelor of Science (B.S.), Information Technology
University of North Florida 2005 — 2009
Sally Connelly Sally Connelly's SS&C Technologies Experience September 1999 - Present
Job Senior Consultant at SS&C Technologies
Industry Computer Software
Experience
SS&C Technologies September 1999 - Present
Gerber Coburn November 1994 - February 1999
Skills
Crystal Reports, Business Analysis, Windows Server, Requirements Analysis, Software Project..., Microsoft SQL Server, Business Intelligence, SQL, Visio, SharePoint, Equities, Financial Analysis, Requirements Gathering, Software Development
Education
The University of Connecticut
BM, Music
The University of Hartford
MBA classes
The University of Michgan
MM, Music, Woodwind Instruments
SS&C Technologies September 1999 - Present
Gerber Coburn November 1994 - February 1999
Skills
Crystal Reports, Business Analysis, Windows Server, Requirements Analysis, Software Project..., Microsoft SQL Server, Business Intelligence, SQL, Visio, SharePoint, Equities, Financial Analysis, Requirements Gathering, Software Development
Education
The University of Connecticut
BM, Music
The University of Hartford
MBA classes
The University of Michgan
MM, Music, Woodwind Instruments
Christine Gould Christine Gould's SS&C Technologies Experience October 1986 - November 2001
Job Independent Consultant at SS&C Technologies
Industry Computer Software
Experience
freelance software developer "self employed" October 1986 - Present
SS&C Technologies October 1986 - November 2001
KPMG June 1984 - October 1986
Skills
Business Analysis, Crystal Reports, Software Project..., Management Consulting, Business Intelligence, SQL, Visio, Requirements Analysis, Software Development, Risk Management, Process Improvement, Microsoft SQL Server, Project Management, Analysis, Vendor Management, SDLC, Program Management, Accounting, Business Process, SharePoint, Integration, Software Implementation, Agile Methodologies, Access, Requirements Gathering
Education
Trinity College-Hartford
BA, Economics
University of Hartford
MS, Accounting
freelance software developer "self employed" October 1986 - Present
SS&C Technologies October 1986 - November 2001
KPMG June 1984 - October 1986
Skills
Business Analysis, Crystal Reports, Software Project..., Management Consulting, Business Intelligence, SQL, Visio, Requirements Analysis, Software Development, Risk Management, Process Improvement, Microsoft SQL Server, Project Management, Analysis, Vendor Management, SDLC, Program Management, Accounting, Business Process, SharePoint, Integration, Software Implementation, Agile Methodologies, Access, Requirements Gathering
Education
Trinity College-Hartford
BA, Economics
University of Hartford
MS, Accounting
Karl Kampfmann Karl Kampfmann's SS&C Technologies Experience 2005 - February 2007
Job AVP Derivatives, Global Rates, FX and Equity Trading at Hartford Investment Management Company
Industry Financial Services
Experience
The Hartford March 2007 - Present
The Hartford March 2007 - Present
SS&C Technologies 2005 - February 2007
Goldman Sachs 1996 - 2004
Skills
Derivatives, Bloomberg, Equities, Fixed Income, Portfolio Management, Investments, Mutual Funds, Options, Dodd Frank, Capital Markets, Hedge Funds, Securities, Series 63, EMIR / CFTC Regulatory..., Dodd-Frank, Central Clearing, SEF Trade Execution and..., Series 7, Equity Derivatives, Trading
Education
New York Institue of Finance 1997 — 1999
University of Hartford 1989 — 1994
Bachelor of Science, Business Management
The Hartford March 2007 - Present
The Hartford March 2007 - Present
SS&C Technologies 2005 - February 2007
Goldman Sachs 1996 - 2004
Skills
Derivatives, Bloomberg, Equities, Fixed Income, Portfolio Management, Investments, Mutual Funds, Options, Dodd Frank, Capital Markets, Hedge Funds, Securities, Series 63, EMIR / CFTC Regulatory..., Dodd-Frank, Central Clearing, SEF Trade Execution and..., Series 7, Equity Derivatives, Trading
Education
New York Institue of Finance 1997 — 1999
University of Hartford 1989 — 1994
Bachelor of Science, Business Management
Moh'd Saif Moh'd Saif's SS&C Technologies Experience May 2001 - Present
Job Senior Technology Specialist at SS&C Technologies
Industry Information Technology and Services
Experience
SS&C Technologies May 2001 - Present
Oracle Corporation 2000 - 2000
Compaq Canada Inc 1998 - 2000
Computer & communications systems 1987 - 1997
Saudi Telecom Company 1984 - 1987
Saudi Ericsson 1979 - 1984
Education
University of Peshawar 1974 — 1979
B.Sc. Degree in Electrical Engineering (Communication
SS&C Technologies May 2001 - Present
Oracle Corporation 2000 - 2000
Compaq Canada Inc 1998 - 2000
Computer & communications systems 1987 - 1997
Saudi Telecom Company 1984 - 1987
Saudi Ericsson 1979 - 1984
Education
University of Peshawar 1974 — 1979
B.Sc. Degree in Electrical Engineering (Communication
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
Niket Gandhi's SS&C Technologies Experience January 2009 - February 2010
Job Fixed Income Trading Systems Specialist
Industry Financial Services
Experience
Performance Trust Capital Partners March 2015 - Present
BMO Financial Group March 2011 - March 2015
BMO Financial Group February 2010 - March 2011
SS&C Technologies January 2009 - February 2010
Citadel LLC. August 2007 - December 2008
Career Education Corporation November 2006 - July 2007
Ernst & Young January 2005 - October 2006
University of Illinois at Chicago 2004 - 2006
Merrill Lynch 2004 - 2004
Skills
Bloomberg, Financial Modeling, Financial Analysis, Derivatives, Business Analysis, Fixed Income, Investments, Finance, Data Analysis, Investment Banking, VBA, IPREO Municipal..., Trading Systems, Electronic Trading, Business Objects, SQL, Fixed Income Technology, Municipal Bonds, Bloomberg Terminal, Reuters 3000, Market Data, Analysis, Reference Data, Business Requirements, Middle Office, Financial Markets, Financial Services, Trading, Capital Markets, Equities
Education
University of Illinois at Chicago 2002 — 2006
B.S., Finance
Performance Trust Capital Partners March 2015 - Present
BMO Financial Group March 2011 - March 2015
BMO Financial Group February 2010 - March 2011
SS&C Technologies January 2009 - February 2010
Citadel LLC. August 2007 - December 2008
Career Education Corporation November 2006 - July 2007
Ernst & Young January 2005 - October 2006
University of Illinois at Chicago 2004 - 2006
Merrill Lynch 2004 - 2004
Skills
Bloomberg, Financial Modeling, Financial Analysis, Derivatives, Business Analysis, Fixed Income, Investments, Finance, Data Analysis, Investment Banking, VBA, IPREO Municipal..., Trading Systems, Electronic Trading, Business Objects, SQL, Fixed Income Technology, Municipal Bonds, Bloomberg Terminal, Reuters 3000, Market Data, Analysis, Reference Data, Business Requirements, Middle Office, Financial Markets, Financial Services, Trading, Capital Markets, Equities
Education
University of Illinois at Chicago 2002 — 2006
B.S., Finance
Megan O'Grady's SS&C Technologies Experience May 2015 - Present
Job Fund Accountant at SS&C Technologies
Industry Accounting
Experience
SS&C Technologies May 2015 - Present
University of Hartford September 2014 - May 2015
CheckWriters Payroll June 2011 - January 2015
Six Flags May 2014 - August 2014
US Lacrosse March 2009 - June 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Public Speaking, Time Management, Social Networking, Outlook, Teamwork, Leadership, Social Media, Customer Service, Event Planning
Education
University of Hartford 2011 — 2015
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
Westfield High School 2007 — 2011
SS&C Technologies May 2015 - Present
University of Hartford September 2014 - May 2015
CheckWriters Payroll June 2011 - January 2015
Six Flags May 2014 - August 2014
US Lacrosse March 2009 - June 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Public Speaking, Time Management, Social Networking, Outlook, Teamwork, Leadership, Social Media, Customer Service, Event Planning
Education
University of Hartford 2011 — 2015
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
Westfield High School 2007 — 2011
Raymond Carlson Raymond Carlson's SS&C Technologies Experience August 1993 - July 1997
Job Corporate Vice President Packaged Application Software at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company February 2013 - Present
XL Insurance October 2011 - February 2013
Hartford Steam Boiler Inspection & Insurance Company July 1997 - October 2011
SSC Technologies August 1993 - July 1997
Skills
Accounting, Financial Systems, Business Analysis, Financial Analysis, Process Improvement, SDLC, Business Intelligence, Business Process..., Vendor Management
Education
University of New Haven
M.B.A., Finance
New York Life Insurance Company February 2013 - Present
XL Insurance October 2011 - February 2013
Hartford Steam Boiler Inspection & Insurance Company July 1997 - October 2011
SSC Technologies August 1993 - July 1997
Skills
Accounting, Financial Systems, Business Analysis, Financial Analysis, Process Improvement, SDLC, Business Intelligence, Business Process..., Vendor Management
Education
University of New Haven
M.B.A., Finance
Joshua Silverman's SS&C Technologies Experience August 2006 - May 2010
Job SQA Manager/Release Engineer at AG Mednet
Industry Information Technology and Services
Experience
AGMednet Inc. December 2014 - Present
Altisource Labs July 2014 - December 2014
Omgeo July 2013 - June 2014
Alexander Technology Group June 2013 - July 2013
NxStage Medical August 2012 - June 2013
Raytheon August 2011 - August 2012
AssureTec Systems July 2010 - July 2011
SS&C Technologies August 2006 - May 2010
Bottomline Technologies March 2006 - July 2006
MetLife August 2005 - March 2006
Education
UMass Lowell 2013 — 2016
Bachelor's degree
NTTC Corry Station 1995 — 1996
Associate Degree Associates degree
AGMednet Inc. December 2014 - Present
Altisource Labs July 2014 - December 2014
Omgeo July 2013 - June 2014
Alexander Technology Group June 2013 - July 2013
NxStage Medical August 2012 - June 2013
Raytheon August 2011 - August 2012
AssureTec Systems July 2010 - July 2011
SS&C Technologies August 2006 - May 2010
Bottomline Technologies March 2006 - July 2006
MetLife August 2005 - March 2006
Education
UMass Lowell 2013 — 2016
Bachelor's degree
NTTC Corry Station 1995 — 1996
Associate Degree Associates degree
Charlie O'Hara Charlie O'Hara's SS&C Technologies Experience September 2014 - Present
Job
Industry Financial Services
Experience
SS&C Technologies September 2014 - Present
Merlin Securities\Wells Fargo Securities May 2005 - September 2014
Banc of America Securities August 2000 - May 2005
Skills
Series 7, Portfolio Management, Fixed Income, Equities, Securities, Capital Markets, Derivatives, Hedge Funds, Investment Banking, Series 63, Alternative Investments
Education
University of Hartford 1998 — 2000
Masters, Educational Technology
University of Hartford 1994 — 1998
SS&C Technologies September 2014 - Present
Merlin Securities\Wells Fargo Securities May 2005 - September 2014
Banc of America Securities August 2000 - May 2005
Skills
Series 7, Portfolio Management, Fixed Income, Equities, Securities, Capital Markets, Derivatives, Hedge Funds, Investment Banking, Series 63, Alternative Investments
Education
University of Hartford 1998 — 2000
Masters, Educational Technology
University of Hartford 1994 — 1998
Richard (Trey) Smith III Richard (Trey) Smith III's SS&C Technologies Experience July 2013 - August 2013
Job Sales Associate at BlackRock
Industry Financial Services
Experience
BlackRock December 2014 - Present
SS&C Technologies July 2013 - August 2013
Janco Partners April 2013 - May 2013
Education
University of Denver 2010 — 2014
BSBA, Finance
Kingswood-Oxford School 2006 — 2010
High School Diploma
BlackRock December 2014 - Present
SS&C Technologies July 2013 - August 2013
Janco Partners April 2013 - May 2013
Education
University of Denver 2010 — 2014
BSBA, Finance
Kingswood-Oxford School 2006 — 2010
High School Diploma
Jeremy Hite Jeremy Hite's SS&C Technologies Experience April 2015 - August 2015
Job MBA Candidate at University of Connecticut
Industry Banking
Experience
SS&C Technologies April 2015 - August 2015
AMTEC November 2009 - February 2015
American Tower June 2008 - November 2009
AMTEC July 2006 - June 2008
Skills
Financial Analysis, Financial Statements, Finance, Financial Modeling, Financial Reporting, Corporate Finance, Accounting, Account Reconciliation, Variance Analysis, Internal Controls, Valuation, Business Statistics, Statistical Data...
Education
University of Connecticut 2015 — 2017
Master of Business Administration (MBA), Finance, General
University of Connecticut 2002 — 2006
Bachelor of Science (BS), Finance
SS&C Technologies April 2015 - August 2015
AMTEC November 2009 - February 2015
American Tower June 2008 - November 2009
AMTEC July 2006 - June 2008
Skills
Financial Analysis, Financial Statements, Finance, Financial Modeling, Financial Reporting, Corporate Finance, Accounting, Account Reconciliation, Variance Analysis, Internal Controls, Valuation, Business Statistics, Statistical Data...
Education
University of Connecticut 2015 — 2017
Master of Business Administration (MBA), Finance, General
University of Connecticut 2002 — 2006
Bachelor of Science (BS), Finance
Cassandra Hasenour's SS&C Technologies Experience February 2014 - December 2014
Job IT Support Specialist at SS&C Technologies
Industry Financial Services
Experience
SS&C Technologies February 2014 - December 2014
Independent Web Design February 2012 - February 2014
Professional Transportation Inc. November 2012 - August 2013
Skills
Excel, Word, Outlook, Access, PowerPoint, HTML, SQL, Automize, Microsoft Publisher, SQL Server Reporting..., Electronic Control..., Adobe Illustrator, Adobe Photoshop, Adobe Acrobat XI Pro, Citrix XenApp, Command Prompt, Windows 95, Microsoft Windows 98, Windows ME, Windows NT, Windows XP, Windows Vista, Windows 7, Windows 8, Internet Explorer, Google Chrome, Firefox, Safari, Google+, Budgeting, Calculating, Classifying, Information Gathering, Portfolio Analysis, Stock assessments, Variance Analysis, Forecasting, Data Analysis, Cost Analysis, Critical Thinking, Data Collection, Decision Making, Evaluation, Financial management,..., Investigating, Logical thinking, Organizing, planning..., SWOT analysis, Qualitative &..., Researching, reasoning,...
Education
University of South Florida 2009 — 2012
Bachelor of Science, Finance
Hillsborough Community College 2008 — 2009
Associate of Arts, Business Administration
SS&C Technologies February 2014 - December 2014
Independent Web Design February 2012 - February 2014
Professional Transportation Inc. November 2012 - August 2013
Skills
Excel, Word, Outlook, Access, PowerPoint, HTML, SQL, Automize, Microsoft Publisher, SQL Server Reporting..., Electronic Control..., Adobe Illustrator, Adobe Photoshop, Adobe Acrobat XI Pro, Citrix XenApp, Command Prompt, Windows 95, Microsoft Windows 98, Windows ME, Windows NT, Windows XP, Windows Vista, Windows 7, Windows 8, Internet Explorer, Google Chrome, Firefox, Safari, Google+, Budgeting, Calculating, Classifying, Information Gathering, Portfolio Analysis, Stock assessments, Variance Analysis, Forecasting, Data Analysis, Cost Analysis, Critical Thinking, Data Collection, Decision Making, Evaluation, Financial management,..., Investigating, Logical thinking, Organizing, planning..., SWOT analysis, Qualitative &..., Researching, reasoning,...
Education
University of South Florida 2009 — 2012
Bachelor of Science, Finance
Hillsborough Community College 2008 — 2009
Associate of Arts, Business Administration
Pete Drummey Pete Drummey's SS&C Technologies Experience November 2007 - April 2015
Job Data Aggregation
Industry Financial Services
Experience
SS&C Technologies November 2007 - April 2015
Sowood Capital Management November 2006 - October 2007
Evare, LLC April 2000 - November 2006
Evare, LLC October 1999 - April 2000
Evare, LLC August 1998 - October 1999
Putnam Investments April 1996 - August 1998
Skills
Management, Sales, Leadership, Microsoft Excel, Microsoft Office, Windows, Recruiting, Microsoft Word, Research, PowerPoint, Training, Investments, Financial Services, Sales Management, Equities, Salesforce.com, Customer Service
Education
University of Massachusetts, Amherst 1990 — 1994
Bachelor's Degree, Communications
SS&C Technologies November 2007 - April 2015
Sowood Capital Management November 2006 - October 2007
Evare, LLC April 2000 - November 2006
Evare, LLC October 1999 - April 2000
Evare, LLC August 1998 - October 1999
Putnam Investments April 1996 - August 1998
Skills
Management, Sales, Leadership, Microsoft Excel, Microsoft Office, Windows, Recruiting, Microsoft Word, Research, PowerPoint, Training, Investments, Financial Services, Sales Management, Equities, Salesforce.com, Customer Service
Education
University of Massachusetts, Amherst 1990 — 1994
Bachelor's Degree, Communications
Tim Laubacher Tim Laubacher's SS&C Technologies Experience September 2010 - June 2011
Job Locationbased Game Developer
Industry Information Technology and Services
Experience
Sound Web Solutions, LLC March 2009 - Present
SS&C Technologies September 2010 - June 2011
Familymeds.com April 2008 - September 2010
Laubacher Multimedia, Inc March 2006 - May 2010
Duck Creek Technologies, Inc December 2003 - December 2005
AMS Services November 1998 - December 2003
Skills
Project Management, Strategic Planning, New Business Development, HTML, JavaScript, Web Development, Web Design, Customer Service, Microsoft Office, CSS, Team Building, SQL, Sales Management, Microsoft SQL Server, E-commerce, ASP.NET, C#, XML, Start-ups, .NET
Education
University of Phoenix
Sound Web Solutions, LLC March 2009 - Present
SS&C Technologies September 2010 - June 2011
Familymeds.com April 2008 - September 2010
Laubacher Multimedia, Inc March 2006 - May 2010
Duck Creek Technologies, Inc December 2003 - December 2005
AMS Services November 1998 - December 2003
Skills
Project Management, Strategic Planning, New Business Development, HTML, JavaScript, Web Development, Web Design, Customer Service, Microsoft Office, CSS, Team Building, SQL, Sales Management, Microsoft SQL Server, E-commerce, ASP.NET, C#, XML, Start-ups, .NET
Education
University of Phoenix
John Wong PMP John Wong PMP's SS&C Technologies Experience July 2012 - April 2013
Job Business Systems Analyst/Project Manager at RBC Wealth Management
Industry Financial Services
Experience
OperTech Consulting Ltd 2010 - Present
RBC Wealth Management April 2013 - May 2015
SS&C Technologies July 2012 - April 2013
Temenos February 2012 - July 2012
Guardian Capital 2010 - February 2012
Eagle Investment Systems 2005 - 2010
Investment Administration Sciences 2002 - 2005
TD Asset Management 2000 - 2002
TD Bank 2000 - 2000
Canada Trust Investment Management 1998 - 2000
Skills
PMP, Business Analysis, SDLC, Requirements Gathering, Strategy, Program Management, Project Management, Portfolio Management, Equities, Fixed Income, Business Requirements, Vendor Management, Requirements Analysis, Capital Markets, Trading Systems, Data Warehousing
Education
University of Calgary
BA, Economics
OperTech Consulting Ltd 2010 - Present
RBC Wealth Management April 2013 - May 2015
SS&C Technologies July 2012 - April 2013
Temenos February 2012 - July 2012
Guardian Capital 2010 - February 2012
Eagle Investment Systems 2005 - 2010
Investment Administration Sciences 2002 - 2005
TD Asset Management 2000 - 2002
TD Bank 2000 - 2000
Canada Trust Investment Management 1998 - 2000
Skills
PMP, Business Analysis, SDLC, Requirements Gathering, Strategy, Program Management, Project Management, Portfolio Management, Equities, Fixed Income, Business Requirements, Vendor Management, Requirements Analysis, Capital Markets, Trading Systems, Data Warehousing
Education
University of Calgary
BA, Economics
Camran Azarian's SS&C Technologies Experience January 2015 - Present
Job Private Equity Fund Accountant
Industry Accounting
Experience
SS&C Technologies January 2015 - Present
VenuWorks September 2013 - August 2015
Cummins Crosspoint September 2014 - December 2014
Bath & Body Works May 2009 - December 2014
Evansville Otters May 2013 - September 2013
Evansville Vanderburgh School Corporation January 2013 - April 2013
Evansville IceMen August 2012 - April 2013
CKM Promotional Products August 2010 - September 2011
Education
University of Evansville 2009 — 2013
Bachelor Of Science
SS&C Technologies January 2015 - Present
VenuWorks September 2013 - August 2015
Cummins Crosspoint September 2014 - December 2014
Bath & Body Works May 2009 - December 2014
Evansville Otters May 2013 - September 2013
Evansville Vanderburgh School Corporation January 2013 - April 2013
Evansville IceMen August 2012 - April 2013
CKM Promotional Products August 2010 - September 2011
Education
University of Evansville 2009 — 2013
Bachelor Of Science
Bryan Eisenman Bryan Eisenman's SS&C Technologies Experience June 2010 - May 2013
Job Fund Administrator at EACM Advisors LLC
Industry Computer Software
Experience
EACM Advisors LLC (BNY Mellon Asset Management) May 2013 - Present
SS&C Technologies June 2010 - May 2013
T. M. Byxbee Company, CPAs, NY, P.C. May 2008 - March 2010
University of Connecticut September 2006 - May 2008
Skills
Trading, Fund Accounting, Hedge Funds, Investments, Account Reconciliation, Bloomberg
Education
The University of Connecticut 2006 — 2010
Bachelor of Science (BS), Accounting
North Haven High School 2002 — 2006
EACM Advisors LLC (BNY Mellon Asset Management) May 2013 - Present
SS&C Technologies June 2010 - May 2013
T. M. Byxbee Company, CPAs, NY, P.C. May 2008 - March 2010
University of Connecticut September 2006 - May 2008
Skills
Trading, Fund Accounting, Hedge Funds, Investments, Account Reconciliation, Bloomberg
Education
The University of Connecticut 2006 — 2010
Bachelor of Science (BS), Accounting
North Haven High School 2002 — 2006
Andrea Vaupel's SS&C Technologies Experience May 2015 - Present
Job Hedge Fund Accountant at SS&C Technologies
Industry Accounting
Experience
SS&C Technologies May 2015 - Present
Community Patient Safety Coalition September 2014 - April 2015
Dungarvin June 2014 - April 2015
Girl Scouts of Southwestern Indiana January 2014 - March 2014
HealthSouth August 2013 - December 2013
Sam's Club September 2012 - September 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Java, HTML, Human Resources, Software Documentation
Education
University of Southern Indiana 2014 — 2015
Bachelor's Degree, Accounting and Professional Services
University of Evansville 2010 — 2013
Bachelor of Science (B.S.), Health Services Administration
SS&C Technologies May 2015 - Present
Community Patient Safety Coalition September 2014 - April 2015
Dungarvin June 2014 - April 2015
Girl Scouts of Southwestern Indiana January 2014 - March 2014
HealthSouth August 2013 - December 2013
Sam's Club September 2012 - September 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Java, HTML, Human Resources, Software Documentation
Education
University of Southern Indiana 2014 — 2015
Bachelor's Degree, Accounting and Professional Services
University of Evansville 2010 — 2013
Bachelor of Science (B.S.), Health Services Administration
Daniel M. Pallone Daniel M. Pallone's SS&C Technologies Experience April 2015 - Present
Job Vice President at SS&C Technologies
Industry Financial Services
Experience
SS&C Technologies April 2015 - Present
Doral Bank 2013 - March 2015
Citigroup 2010 - 2013
MetLife 2008 - 2010
MFA Financial 2008 - 2008
Freddie Mac 2006 - 2008
JPMorgan 1986 - 2006
Skills
Fixed Income, Risk Management, Capital Markets, Derivatives, Securities, Structured Products, Investment Banking, Equities, Valuation, Financial Risk, Portfolio Management, Market Risk, Financial Markets, Trading, Mergers & Acquisitions, Financial Analysis, Hedge Funds, Bonds, Financial Services, Organizational..., Business Transformation, Investments, Due Diligence, Credit Risk, Strategic Financial..., Strategy, Private Equity, Credit, Loans, FX Options, Finance, Internal Controls, Corporate Finance, Analysis, Banking, Treasury, Asset Management, Mortgage Lending, Internal Audit, Governance, Accounting, Analytics, Business Strategy, Bloomberg, Financial Structuring, Structured Finance, Financial Planning, Financial Accounting
Education
New York University - Leonard N. Stern School of Business 1987 — 1991
MBA, Finance and International Business
University of Notre Dame 1982 — 1986
BA, Accounting
SS&C Technologies April 2015 - Present
Doral Bank 2013 - March 2015
Citigroup 2010 - 2013
MetLife 2008 - 2010
MFA Financial 2008 - 2008
Freddie Mac 2006 - 2008
JPMorgan 1986 - 2006
Skills
Fixed Income, Risk Management, Capital Markets, Derivatives, Securities, Structured Products, Investment Banking, Equities, Valuation, Financial Risk, Portfolio Management, Market Risk, Financial Markets, Trading, Mergers & Acquisitions, Financial Analysis, Hedge Funds, Bonds, Financial Services, Organizational..., Business Transformation, Investments, Due Diligence, Credit Risk, Strategic Financial..., Strategy, Private Equity, Credit, Loans, FX Options, Finance, Internal Controls, Corporate Finance, Analysis, Banking, Treasury, Asset Management, Mortgage Lending, Internal Audit, Governance, Accounting, Analytics, Business Strategy, Bloomberg, Financial Structuring, Structured Finance, Financial Planning, Financial Accounting
Education
New York University - Leonard N. Stern School of Business 1987 — 1991
MBA, Finance and International Business
University of Notre Dame 1982 — 1986
BA, Accounting
Dan Gildengorin Dan Gildengorin's SS&C Technologies Experience January 2007 - May 2007
Job Global Head of iAd Data, Analytics, and Pricing at Apple Inc.
Industry Internet
Experience
Apple Inc. September 2010 - Present
Six-29 May 2012 - Present
VideoEgg November 2009 - September 2010
MyPoints.com May 2007 - November 2009
AirPlay June 2007 - June 2007
SS&C Technologies January 2007 - May 2007
The J. David Gladstone Institutes May 2006 - August 2006
Visual Concepts May 2001 - August 2005
Northrop Grumman Corporation June 2004 - October 2004
Skills
Analytics, Advertising, Digital Marketing, Statistics, Segmentation, Data Mining, Financial Modeling, Quantitative Analysis, SAS, Business Intelligence, Strategic Planning, Online Marketing, Data Analysis, Ad Networks, Predictive Modeling, Predictive Analytics, Online Advertising, Quantitative Analytics, Analysis, Entrepreneurship, Product Management, Business Analysis, Start-ups, Market Analysis, Web Analytics, Management, Omniture, Market Research
Education
University of Southern California
The University of Connecticut 2005 — 2007
Masters, Statistics
University of Southern California 2000 — 2004
Bachelors, Mathematics and Economics
Marin Catholic High School 1996 — 2000
Apple Inc. September 2010 - Present
Six-29 May 2012 - Present
VideoEgg November 2009 - September 2010
MyPoints.com May 2007 - November 2009
AirPlay June 2007 - June 2007
SS&C Technologies January 2007 - May 2007
The J. David Gladstone Institutes May 2006 - August 2006
Visual Concepts May 2001 - August 2005
Northrop Grumman Corporation June 2004 - October 2004
Skills
Analytics, Advertising, Digital Marketing, Statistics, Segmentation, Data Mining, Financial Modeling, Quantitative Analysis, SAS, Business Intelligence, Strategic Planning, Online Marketing, Data Analysis, Ad Networks, Predictive Modeling, Predictive Analytics, Online Advertising, Quantitative Analytics, Analysis, Entrepreneurship, Product Management, Business Analysis, Start-ups, Market Analysis, Web Analytics, Management, Omniture, Market Research
Education
University of Southern California
The University of Connecticut 2005 — 2007
Masters, Statistics
University of Southern California 2000 — 2004
Bachelors, Mathematics and Economics
Marin Catholic High School 1996 — 2000
Jake Koressel's SS&C Technologies Experience March 2015 - Present
Job Fund Accountant at SS&C Technologies
Industry Accounting
Experience
SS&C Technologies March 2015 - Present
Stanley Steemer May 2012 - March 2015
Berry Plastics November 2011 - May 2012
Harrison College June 2011 - August 2011
St. Mary's Hospital May 2010 - August 2010
Skills
Microsoft Excel, Accounting, Management, Access, PowerPoint, Project Planning, Microsoft Word, Microsoft Office, Leadership, Outlook, Customer Service, Event Planning, Public Speaking, Research, Analysis, Data Analysis, Facebook, Strategic Planning, Higher Education, Team Building, QuickBooks, Data Entry
Education
University of Evansville 2008 — 2012
Bachelor of Science, Accounting and Business Management
Harlaxton College 2010 — 2010
Study abroad program through UE
SS&C Technologies March 2015 - Present
Stanley Steemer May 2012 - March 2015
Berry Plastics November 2011 - May 2012
Harrison College June 2011 - August 2011
St. Mary's Hospital May 2010 - August 2010
Skills
Microsoft Excel, Accounting, Management, Access, PowerPoint, Project Planning, Microsoft Word, Microsoft Office, Leadership, Outlook, Customer Service, Event Planning, Public Speaking, Research, Analysis, Data Analysis, Facebook, Strategic Planning, Higher Education, Team Building, QuickBooks, Data Entry
Education
University of Evansville 2008 — 2012
Bachelor of Science, Accounting and Business Management
Harlaxton College 2010 — 2010
Study abroad program through UE
Timothy Tyrrell, CPA Timothy Tyrrell, CPA's SS&C Technologies Experience September 2014 - Present
Job Manager at SS&C Technologies
Industry Accounting
Experience
SS&C Technologies September 2014 - Present
Conifer Financial Services February 2014 - September 2014
Rothstein Kass October 2006 - February 2014
Skills
Hedge Funds, Financial Reporting, Derivatives, Accounting, Financial Accounting, GAAP, CPA
Education
University of Delaware 2002 — 2006
Bachelor of Science (BS), Accounting
SS&C Technologies September 2014 - Present
Conifer Financial Services February 2014 - September 2014
Rothstein Kass October 2006 - February 2014
Skills
Hedge Funds, Financial Reporting, Derivatives, Accounting, Financial Accounting, GAAP, CPA
Education
University of Delaware 2002 — 2006
Bachelor of Science (BS), Accounting
Kiran Tokas Kiran Tokas's SS&C Technologies Experience September 2010 - Present
Job Fund Accountant at SS&C Technologies
Industry Accounting
Experience
SS&C Technologies September 2010 - Present
Community Solutions Inc May 2010 - August 2010
University of Hartford January 2008 - August 2010
University of Hartford 2008 - 2010
Maharaja Voyages Pvt. Ltd June 2006 - June 2007
Education
University of Hartford
Master of Business Administration, Finance
Shri Ram College of Commerce (Top Undergraduate College
Bachelors of Commerce, Accounting
Delhi Public School - Mathura Road
SS&C Technologies September 2010 - Present
Community Solutions Inc May 2010 - August 2010
University of Hartford January 2008 - August 2010
University of Hartford 2008 - 2010
Maharaja Voyages Pvt. Ltd June 2006 - June 2007
Education
University of Hartford
Master of Business Administration, Finance
Shri Ram College of Commerce (Top Undergraduate College
Bachelors of Commerce, Accounting
Delhi Public School - Mathura Road
Claude Johnson Claude Johnson's SS&C Technologies Experience April 2005 - Present
Job Vice President at SS&C Technologies
Industry Computer Software
Experience
SS&C Technologies April 2005 - Present
Financial Models Company January 2001 - March 2005
Financial Models Company January 1998 - December 2000
Financial Models Company January 1991 - December 1995
Skills
Fixed Income, Equities, Asset Managment, Trading Systems, Portfolio Management, Hedge Funds, Back Office, Derivatives, Securities, Financial Markets, Capital Markets, Middle Office, Enterprise Relationship..., Business Process..., Negociation, Investment Management..., Operations Management, Securities Market Data, Post Trade..., New Business Development, Call Center Development, Electronic Trading, FX Options, Asset Management, Negotiation, Financial Services, Market Data
Education
Université du Québec à Montréal 1982 — 1984
B.Com, Finance
SS&C Technologies April 2005 - Present
Financial Models Company January 2001 - March 2005
Financial Models Company January 1998 - December 2000
Financial Models Company January 1991 - December 1995
Skills
Fixed Income, Equities, Asset Managment, Trading Systems, Portfolio Management, Hedge Funds, Back Office, Derivatives, Securities, Financial Markets, Capital Markets, Middle Office, Enterprise Relationship..., Business Process..., Negociation, Investment Management..., Operations Management, Securities Market Data, Post Trade..., New Business Development, Call Center Development, Electronic Trading, FX Options, Asset Management, Negotiation, Financial Services, Market Data
Education
Université du Québec à Montréal 1982 — 1984
B.Com, Finance
Ernest Adams Ernest Adams's SS&C Technologies Experience August 2013 - Present
Job Senior Java Developer at SS&C Technologies
Industry Computer Software
Experience
SS&C Technologies August 2013 - Present
Harrier Software LLC August 2001 - August 2013
Skills
Software Development, Microsoft SQL Server, SQL, Agile Methodologies, XML, JavaScript, Web Services, SDLC, Software Project..., Unix, Integration, Java, Requirements Analysis, Enterprise Software, SaaS
Education
University of Hartford
Bachelor of Music, Performance (Bass Trombone)
University of Hartford
Bachelor of Music, Music Teacher Education
SS&C Technologies August 2013 - Present
Harrier Software LLC August 2001 - August 2013
Skills
Software Development, Microsoft SQL Server, SQL, Agile Methodologies, XML, JavaScript, Web Services, SDLC, Software Project..., Unix, Integration, Java, Requirements Analysis, Enterprise Software, SaaS
Education
University of Hartford
Bachelor of Music, Performance (Bass Trombone)
University of Hartford
Bachelor of Music, Music Teacher Education
Eric Siemiatkaska Eric Siemiatkaska's SS&C Technologies Experience June 2010 - Present
Job Manager of Development Services at SS&C Technologies
Industry Computer Software
Experience
SS&C Technologies June 2010 - Present
Skills
SaaS, Requirements Analysis, SQL, Business Analysis, Software Development, SDLC, Microsoft SQL Server, Enterprise Software, Agile Methodologies, .NET, C#, Databases, Integration, Requirements Gathering, SharePoint, Software Project..., Unix, Visual Studio
Education
The University of Connecticut
SS&C Technologies June 2010 - Present
Skills
SaaS, Requirements Analysis, SQL, Business Analysis, Software Development, SDLC, Microsoft SQL Server, Enterprise Software, Agile Methodologies, .NET, C#, Databases, Integration, Requirements Gathering, SharePoint, Software Project..., Unix, Visual Studio
Education
The University of Connecticut
Brian Zebarth Brian Zebarth's SS&C Technologies Experience June 2008 - December 2010
Job Senior SharePoint Consultant at Tallan
Industry Computer Software
Experience
Tallan August 2015 - Present
ATI Forged Products November 2014 - August 2015
BlumShapiro April 2011 - November 2014
Duck Creek Technologies 2010 - April 2011
SS&C Technologies June 2008 - December 2010
Open Solutions, Inc November 2004 - June 2008
Datatrax Publishing Systems 2003 - 2004
Microedge 2002 - 2003
Ocwen Financial Corporation 1998 - 2002
US Foods December 1997 - December 1998
Skills
Microsoft SQL Server, SharePoint, C#, HTML, ASP.NET, Unix, Software Development, Requirements Analysis, Consulting, XML, SQR, Progress 4GL, PHP, .NET, Oracle, ASP, Agile Methodologies, Business Analysis, JavaScript, SQL, Visual Studio, Microsoft Office..., SSRS, IIS, WCF, Business Intelligence, Requirements Gathering, Programming, Databases, PL/SQL, Testing, T-SQL, Integration, Database Design, Visio, Architecture, Visual Basic, ETL, Architectures, SharePoint Server, Data Warehousing
Education
University of Connecticut 1990 — 1993
Computer Science, Electrical Engineering
Tallan August 2015 - Present
ATI Forged Products November 2014 - August 2015
BlumShapiro April 2011 - November 2014
Duck Creek Technologies 2010 - April 2011
SS&C Technologies June 2008 - December 2010
Open Solutions, Inc November 2004 - June 2008
Datatrax Publishing Systems 2003 - 2004
Microedge 2002 - 2003
Ocwen Financial Corporation 1998 - 2002
US Foods December 1997 - December 1998
Skills
Microsoft SQL Server, SharePoint, C#, HTML, ASP.NET, Unix, Software Development, Requirements Analysis, Consulting, XML, SQR, Progress 4GL, PHP, .NET, Oracle, ASP, Agile Methodologies, Business Analysis, JavaScript, SQL, Visual Studio, Microsoft Office..., SSRS, IIS, WCF, Business Intelligence, Requirements Gathering, Programming, Databases, PL/SQL, Testing, T-SQL, Integration, Database Design, Visio, Architecture, Visual Basic, ETL, Architectures, SharePoint Server, Data Warehousing
Education
University of Connecticut 1990 — 1993
Computer Science, Electrical Engineering
Benjamin Carlisle Benjamin Carlisle's SS&C Technologies Experience October 2014 - July 2015
Job Staff Accountant at Lead Edge Capital
Industry Accounting
Experience
Lead Edge Capital July 2015 - Present
SS&C Technologies October 2014 - July 2015
MediaVest July 2014 - October 2014
Norwegian Cruise Line June 2013 - August 2013
Investors Capital June 2012 - August 2012
Skills
Microsoft Excel, Financial Modeling, Microsoft Word, VBA, Excel models, PowerPoint, Amortization, Procurement, Amortization Schedules, Visual Basic, MXP, KPI Reports, MS Excel Pivot Tables, Vlookup, NPV, IRR, Minitab, Solver, RFQ, CAPM, PV, Time Value of Money, Asset Allocation, Financial Analysis, Microsoft Office
Education
University of Miami 2012 — 2014
Bachelor of Business Administration (BBA), Finance, General, Dean's List
pequannock township highschool
pequannock township highschool
pequannock township highschool
Lead Edge Capital July 2015 - Present
SS&C Technologies October 2014 - July 2015
MediaVest July 2014 - October 2014
Norwegian Cruise Line June 2013 - August 2013
Investors Capital June 2012 - August 2012
Skills
Microsoft Excel, Financial Modeling, Microsoft Word, VBA, Excel models, PowerPoint, Amortization, Procurement, Amortization Schedules, Visual Basic, MXP, KPI Reports, MS Excel Pivot Tables, Vlookup, NPV, IRR, Minitab, Solver, RFQ, CAPM, PV, Time Value of Money, Asset Allocation, Financial Analysis, Microsoft Office
Education
University of Miami 2012 — 2014
Bachelor of Business Administration (BBA), Finance, General, Dean's List
pequannock township highschool
pequannock township highschool
pequannock township highschool
Sara Okscin Sara Okscin's SS&C Technologies Experience November 2014 - Present
Job Senior Accountant at SS&C Technologies
Industry Accounting
Experience
SS&C Technologies November 2014 - Present
Sun Gro Horticulture July 2014 - November 2014
Smith & Wesson January 2012 - June 2014
Accountemps November 2011 - January 2012
Skills
Financial Reporting, General Ledger, SEC filings, Financial Accounting, Consolidation, Cash Flow, Account Reconciliation, Variance Analysis, GAAP, Accruals, Journal Entries, US GAAP, Sarbanes-Oxley Act, Accounts Payable, Cash Management, Revenue Recognition, Internal Controls, Internal Audit, Cost Accounting, Auditing, Sarbanes-Oxley, Consolidated Financial..., SEC Filings
Education
Western New England College 2010 — 2011
Master of Science (M.S.), Accounting
The University of Connecticut School of Business 2006 — 2010
Bachelor of Science (B.S.), Accounting
SS&C Technologies November 2014 - Present
Sun Gro Horticulture July 2014 - November 2014
Smith & Wesson January 2012 - June 2014
Accountemps November 2011 - January 2012
Skills
Financial Reporting, General Ledger, SEC filings, Financial Accounting, Consolidation, Cash Flow, Account Reconciliation, Variance Analysis, GAAP, Accruals, Journal Entries, US GAAP, Sarbanes-Oxley Act, Accounts Payable, Cash Management, Revenue Recognition, Internal Controls, Internal Audit, Cost Accounting, Auditing, Sarbanes-Oxley, Consolidated Financial..., SEC Filings
Education
Western New England College 2010 — 2011
Master of Science (M.S.), Accounting
The University of Connecticut School of Business 2006 — 2010
Bachelor of Science (B.S.), Accounting
Priya Nayar's SS&C Technologies Experience October 2011 - Present
Job
Industry Information Technology and Services
Experience
SS&C Technologies October 2011 - Present
SS&C Technologies March 2006 - October 2011
Credit Suisse July 2005 - March 2006
Skills
Business Analysis, Business Process..., Requirements Analysis, Requirements Gathering, Process Improvement, Project Management, Crystal Reports, Risk Management, Software Implementation, Management, Software Documentation, Leadership, Analysis, Software Project..., Business Process
Education
University of Hartford 2002 — 2004
MBA, Finance
University of Mumbai 1992 — 1997
B.A, Economics
SS&C Technologies October 2011 - Present
SS&C Technologies March 2006 - October 2011
Credit Suisse July 2005 - March 2006
Skills
Business Analysis, Business Process..., Requirements Analysis, Requirements Gathering, Process Improvement, Project Management, Crystal Reports, Risk Management, Software Implementation, Management, Software Documentation, Leadership, Analysis, Software Project..., Business Process
Education
University of Hartford 2002 — 2004
MBA, Finance
University of Mumbai 1992 — 1997
B.A, Economics
Suresh Thekkenmar's SS&C Technologies Experience 1992 - 2012
Job Strategic Consultant | General Manager | Operations Head
Industry Financial Services
Experience
Calypso Technology 2012 - 2013
SS&C Technologies 1992 - 2012
Skills
Business Development, Business Analysis, SaaS, Financial Services, Business Intelligence, Project Management, Management, Software Development, Management Consulting, CRM, Professional Services, Start-ups, Consulting, Mergers & Acquisitions, Leadership, Software Project..., Vendor Management, Product Management, Team Building, Business Process..., Strategy, Outsourcing, Risk Management, Requirements Analysis, Business Strategy, Analysis, Portfolio Management, Project Portfolio..., Business Process, IT Management, Program Management, Change Management, Team Leadership, IT Strategy, Sales, Enterprise Software, Product Development, Process Improvement, Pre-sales, Solution Selling, Integration, Cloud Computing
Education
University of Hartford 1989 — 1992
MBA, Finance & MIS
University of Calicut 1984 — 1987
BS, Physics
Calypso Technology 2012 - 2013
SS&C Technologies 1992 - 2012
Skills
Business Development, Business Analysis, SaaS, Financial Services, Business Intelligence, Project Management, Management, Software Development, Management Consulting, CRM, Professional Services, Start-ups, Consulting, Mergers & Acquisitions, Leadership, Software Project..., Vendor Management, Product Management, Team Building, Business Process..., Strategy, Outsourcing, Risk Management, Requirements Analysis, Business Strategy, Analysis, Portfolio Management, Project Portfolio..., Business Process, IT Management, Program Management, Change Management, Team Leadership, IT Strategy, Sales, Enterprise Software, Product Development, Process Improvement, Pre-sales, Solution Selling, Integration, Cloud Computing
Education
University of Hartford 1989 — 1992
MBA, Finance & MIS
University of Calicut 1984 — 1987
BS, Physics
Shivkumar Sivadas's SS&C Technologies Experience October 1995 - Present
Job Director Professional Services at SS&C Technologies
Industry Financial Services
Experience
SS&C Technologies October 1995 - Present
SS&C Technologies May 1998 - October 2007
University of Hartford May 1994 - October 1995
Skills
Software Implementation, Technology Solutions, Best Practices, Issue Management, Service Delivery, Project Management, Account Management, Software Project..., Process Improvement, Business Process, Business Process..., Hedge Funds, CRM, Cloud Computing, Pre-sales, Business Analysis, Requirements Analysis, SaaS, Integration, PMP
Education
University of Hartford 1991 — 1994
Master of Business Administration (MBA)
SS&C Technologies October 1995 - Present
SS&C Technologies May 1998 - October 2007
University of Hartford May 1994 - October 1995
Skills
Software Implementation, Technology Solutions, Best Practices, Issue Management, Service Delivery, Project Management, Account Management, Software Project..., Process Improvement, Business Process, Business Process..., Hedge Funds, CRM, Cloud Computing, Pre-sales, Business Analysis, Requirements Analysis, SaaS, Integration, PMP
Education
University of Hartford 1991 — 1994
Master of Business Administration (MBA)
Meryl Haslam's SS&C Technologies Experience 1992 - 1993
Job Principal Quality Engineer, Oracle Corp
Industry Computer Software
Experience
Oracle Corporation January 1993 - Present
Hyperion Solutions 1993 - 2010
SS&C Technologies 1992 - 1993
Ashton-Tate 1989 - 1991
MultiMate 1986 - 1989
Skills
Enterprise Software, Agile Methodologies, Requirements Analysis, Software Project..., Business Intelligence, Software Development, SDLC, SOA, Oracle, Scrum, Testing, Software Engineering, XML
Education
University at Albany, SUNY 1980 — 1984
Oracle Corporation January 1993 - Present
Hyperion Solutions 1993 - 2010
SS&C Technologies 1992 - 1993
Ashton-Tate 1989 - 1991
MultiMate 1986 - 1989
Skills
Enterprise Software, Agile Methodologies, Requirements Analysis, Software Project..., Business Intelligence, Software Development, SDLC, SOA, Oracle, Scrum, Testing, Software Engineering, XML
Education
University at Albany, SUNY 1980 — 1984
Allen Dionne's SS&C Technologies Experience November 2014 - Present
Job Implementation Consultant at SS&C Technologies
Industry Investment Management
Experience
SS&C Technologies November 2014 - Present
Scivantage July 2013 - August 2014
Broadridge Financial Solutions January 2012 - June 2013
TIAA-CREF September 2011 - January 2012
Envestnet Asset Management September 2010 - September 2011
Metamorphosis Money Management March 2007 - November 2010
Davis Advisors June 2000 - February 2007
Skills
Trading, Risk Management, Management, Mutual Funds, Wealth Management, Series 7, Asset Managment, Equities, Series 63, Portfolio Management, Alternative Investments, Investments, Asset Allocation, Investment Advisory, Securities, Separately Managed..., Asset Management, Unified Managed Accounts, Compliance, Back Office, Financial Services
Education
University of Arizona 1993 — 1997
SS&C Technologies November 2014 - Present
Scivantage July 2013 - August 2014
Broadridge Financial Solutions January 2012 - June 2013
TIAA-CREF September 2011 - January 2012
Envestnet Asset Management September 2010 - September 2011
Metamorphosis Money Management March 2007 - November 2010
Davis Advisors June 2000 - February 2007
Skills
Trading, Risk Management, Management, Mutual Funds, Wealth Management, Series 7, Asset Managment, Equities, Series 63, Portfolio Management, Alternative Investments, Investments, Asset Allocation, Investment Advisory, Securities, Separately Managed..., Asset Management, Unified Managed Accounts, Compliance, Back Office, Financial Services
Education
University of Arizona 1993 — 1997
Shawn Inslee's SS&C Technologies Experience December 2004 - January 2005
Job Vice President of Operations at FinFolio, Inc.
Industry Financial Services
Experience
FinFolio, Inc. July 2015 - Present
Advent Software January 2012 - Present
Advent Software May 2001 - January 2012
SS&C Technologies December 2004 - January 2005
Techfi April 2000 - December 2001
Fiserv January 1999 - April 2000
Dreyfus June 1997 - January 1999
MetLife January 1995 - June 1997
Skills
Enterprise Software, Agile Methodologies, SQL, Software Project..., Business Analysis, Requirements Analysis, Microsoft SQL Server, Software Development, Scrum, Integration, Testing, .NET, Agile Project Management, Cloud Computing, SOA, SaaS, Financial Accounting, Balsamiq, Product Management, Financial Services, CRM, Salesforce.com, Business Intelligence, Cross-functional Team...
Education
University of Colorado Boulder 1993 — 1996
FinFolio, Inc. July 2015 - Present
Advent Software January 2012 - Present
Advent Software May 2001 - January 2012
SS&C Technologies December 2004 - January 2005
Techfi April 2000 - December 2001
Fiserv January 1999 - April 2000
Dreyfus June 1997 - January 1999
MetLife January 1995 - June 1997
Skills
Enterprise Software, Agile Methodologies, SQL, Software Project..., Business Analysis, Requirements Analysis, Microsoft SQL Server, Software Development, Scrum, Integration, Testing, .NET, Agile Project Management, Cloud Computing, SOA, SaaS, Financial Accounting, Balsamiq, Product Management, Financial Services, CRM, Salesforce.com, Business Intelligence, Cross-functional Team...
Education
University of Colorado Boulder 1993 — 1996
Debbie Drucker's SS&C Technologies Experience 2005 - Present
Job QA Specialist at SS&C Technologies
Industry Computer Software
Experience
SS&C Technologies 2005 - Present
Open Information Systems June 2003 - 2005
Skills
Software Quality..., SQL, Quality Assurance, Test Planning, Microsoft Office, Test Automation, Microsoft SQL Server, Software Documentation, Databases, Software Development
Education
University of Connecticut 2001 — 2003
BA, Mathematics
SS&C Technologies 2005 - Present
Open Information Systems June 2003 - 2005
Skills
Software Quality..., SQL, Quality Assurance, Test Planning, Microsoft Office, Test Automation, Microsoft SQL Server, Software Documentation, Databases, Software Development
Education
University of Connecticut 2001 — 2003
BA, Mathematics
Dustin Dunn's SS&C Technologies Experience August 1998 - September 1999
Job IT Services Product Manager and PMO Manager
Industry Information Technology and Services
Experience
PCM July 2009 - Present
EncounterPRO Healthcare Resources, Inc June 2002 - June 2009
VitalWorks Inc (InfoCure Inc) December 1999 - May 2002
Univest Financial Group, LLC October 1999 - November 1999
SS&C Technologies August 1998 - September 1999
John Hancock Real Estate Finance November 1995 - August 1998
EQ Services, Inc April 1992 - November 1995
The Federal Savings Bank May 1991 - April 1992
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1987 — 1991
BS, Business Administration
PCM July 2009 - Present
EncounterPRO Healthcare Resources, Inc June 2002 - June 2009
VitalWorks Inc (InfoCure Inc) December 1999 - May 2002
Univest Financial Group, LLC October 1999 - November 1999
SS&C Technologies August 1998 - September 1999
John Hancock Real Estate Finance November 1995 - August 1998
EQ Services, Inc April 1992 - November 1995
The Federal Savings Bank May 1991 - April 1992
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1987 — 1991
BS, Business Administration
Matt Balemian's SS&C Technologies Experience April 2015 - Present
Job Managing Director at SS&C Technologies
Industry Accounting
Experience
SS&C Technologies April 2015 - Present
SS&C Technologies June 1998 - Present
Aetna February 1993 - June 1998
Skills
Accounting, Hedge Funds, Fund Administration, Fund Accounting, Investor Relations, Financial Reporting, Equities, Derivatives, Executive Management, Asset Management
Education
The University of Connecticut School of Business 1986 — 1990
BS in Accounting, Accounting
SS&C Technologies April 2015 - Present
SS&C Technologies June 1998 - Present
Aetna February 1993 - June 1998
Skills
Accounting, Hedge Funds, Fund Administration, Fund Accounting, Investor Relations, Financial Reporting, Equities, Derivatives, Executive Management, Asset Management
Education
The University of Connecticut School of Business 1986 — 1990
BS in Accounting, Accounting
Shivkumar Sivadas's SS&C Technologies Experience October 1995 - Present
Job Director of Professional Services at SS&C Technologies
Industry Financial Services
Experience
SS&C Technologies October 1995 - Present
University of Hartford June 1994 - September 1995
Skills
Consulting, Business Analysis, Project Management, SDLC, Business Process..., Financial Services, Software Implementation, Trading Systems, Crystal Reports, Software Project..., Process Improvement, Requirements Analysis, Requirements Gathering, Professional Services, Vendor Management
Education
University of Hartford 1991 — 1994
MBA, MIS and Management
University of Mumbai
Bachelor of Commerce - Accounting
SS&C Technologies October 1995 - Present
University of Hartford June 1994 - September 1995
Skills
Consulting, Business Analysis, Project Management, SDLC, Business Process..., Financial Services, Software Implementation, Trading Systems, Crystal Reports, Software Project..., Process Improvement, Requirements Analysis, Requirements Gathering, Professional Services, Vendor Management
Education
University of Hartford 1991 — 1994
MBA, MIS and Management
University of Mumbai
Bachelor of Commerce - Accounting
Mike Parlapiano's SS&C Technologies Experience November 2012 - Present
Job Director, at SS&C Technologies
Industry Accounting
Experience
SS&C Technologies November 2012 - Present
SS&C Technologies March 2006 - November 2012
Citigroup August 1988 - February 2006
MetLife Financial Services 2005 - 2006
Trumbull Street Investments LLC 2000 - 2006
Citigroup Investments 1988 - 2006
Travelers 1988 - 1995
Skills
Management, Fixed Income, Bloomberg, Derivatives, Analysis, Investments, Equities, Bonds, Auditing, SharePoint, Strategic Planning, Visio, Financial Accounting, Portfolio Management, Software Project..., Microsoft Excel, Mutual Funds, Management Consulting, Crystal Reports, Finance, Hedge Funds, Financial Risk, Business Requirements, Securities, Strategic Financial..., Change Management, Business Analysis, Financial Analysis, SDLC, Business Intelligence, Business Process, Sarbanes-Oxley Act, Requirements Analysis, Risk Management, Leadership, Program Management, Valuation, Project Portfolio..., Managerial Finance, CRM, Process Improvement, PMP, Requirements Gathering, Access, Financial Planning
Education
The University of Connecticut 1984 — 1988
BS in Business Administration, Accounting and Finance
SS&C Technologies November 2012 - Present
SS&C Technologies March 2006 - November 2012
Citigroup August 1988 - February 2006
MetLife Financial Services 2005 - 2006
Trumbull Street Investments LLC 2000 - 2006
Citigroup Investments 1988 - 2006
Travelers 1988 - 1995
Skills
Management, Fixed Income, Bloomberg, Derivatives, Analysis, Investments, Equities, Bonds, Auditing, SharePoint, Strategic Planning, Visio, Financial Accounting, Portfolio Management, Software Project..., Microsoft Excel, Mutual Funds, Management Consulting, Crystal Reports, Finance, Hedge Funds, Financial Risk, Business Requirements, Securities, Strategic Financial..., Change Management, Business Analysis, Financial Analysis, SDLC, Business Intelligence, Business Process, Sarbanes-Oxley Act, Requirements Analysis, Risk Management, Leadership, Program Management, Valuation, Project Portfolio..., Managerial Finance, CRM, Process Improvement, PMP, Requirements Gathering, Access, Financial Planning
Education
The University of Connecticut 1984 — 1988
BS in Business Administration, Accounting and Finance
George Tarek's SS&C Technologies Experience December 2010 - October 2011
Job Product Developer at Factset Research Systems
Industry Information Technology and Services
Experience
FactSet December 2013 - Present
FactSet November 2011 - December 2013
SS&C Technologies December 2010 - October 2011
Webloyalty May 2007 - December 2010
GE Money January 2007 - June 2007
University of Connecticut August 2005 - May 2007
Education
The University of Connecticut 2003 — 2007
Bachelor of Science, Business Administration; Management Information Systems
FactSet December 2013 - Present
FactSet November 2011 - December 2013
SS&C Technologies December 2010 - October 2011
Webloyalty May 2007 - December 2010
GE Money January 2007 - June 2007
University of Connecticut August 2005 - May 2007
Education
The University of Connecticut 2003 — 2007
Bachelor of Science, Business Administration; Management Information Systems
Jason Buchholz's SS&C Technologies Experience May 1999 - September 2005
Job at Novus Media
Industry Marketing and Advertising
Experience
Novus Media, Inc August 2014 - Present
MoneyGram International September 2005 - July 2014
SS&C Technologies May 1999 - September 2005
US Banccorp April 1997 - May 1999
Skills
Payments, Business Analysis, Financial Services, Oracle E-Business Suite, Banking, Finance, Process Improvement, Vendor Management, Agile Methodologies, SDLC, Financial Analysis, SharePoint, Business Process..., Requirements Gathering, Business Intelligence, Visio, Risk Management, Requirements Analysis, Business Process
Education
University of Northern Iowa 1992 — 1996
Bachelor of Arts (B.A.), Finance
Novus Media, Inc August 2014 - Present
MoneyGram International September 2005 - July 2014
SS&C Technologies May 1999 - September 2005
US Banccorp April 1997 - May 1999
Skills
Payments, Business Analysis, Financial Services, Oracle E-Business Suite, Banking, Finance, Process Improvement, Vendor Management, Agile Methodologies, SDLC, Financial Analysis, SharePoint, Business Process..., Requirements Gathering, Business Intelligence, Visio, Risk Management, Requirements Analysis, Business Process
Education
University of Northern Iowa 1992 — 1996
Bachelor of Arts (B.A.), Finance
Roger Behling's SS&C Technologies Experience 2009 - Present
Job Vice President, Client & Implementation Services at SS&C Technologies
Industry Computer Software
Experience
SS&C Technologies 2009 - Present
SS&C Technologies 2005 - Present
Open Information Systems 2000 - 2005
Skills
Project Management, Program Management, SDLC, CRM, Risk Management, Microsoft SQL Server, Vendor Management, Portfolio Management, Change Management, SQL, IT Management, Management, Business Analysis
Education
University of Connecticut 1988 — 1992
BA, Economics
SS&C Technologies 2009 - Present
SS&C Technologies 2005 - Present
Open Information Systems 2000 - 2005
Skills
Project Management, Program Management, SDLC, CRM, Risk Management, Microsoft SQL Server, Vendor Management, Portfolio Management, Change Management, SQL, IT Management, Management, Business Analysis
Education
University of Connecticut 1988 — 1992
BA, Economics
Toby King's SS&C Technologies Experience August 2010 - Present
Job Software Development Manager at SS&C Technologies
Industry Computer Software
Experience
SS&C Technologies August 2010 - Present
BMO Financial Group November 2009 - August 2010
HSBC October 2006 - November 2009
Commerzbank 2001 - 2006
ADP Wilco 1996 - 2001
Skills
Derivatives, Risk Management, Investment Banking, Capital Markets, Vendor Management, Equities, Integration, Strategy, Financial Services, Banking, Management, Software Development, Trading Systems, Back Office, Software Project..., Unix, Equity Derivatives, Fixed Income, SDLC, Interest Rate..., Market Data, Calypso
Education
University of Bristol 1990 — 1993
Bachelor of Science (BSc), Physics
SS&C Technologies August 2010 - Present
BMO Financial Group November 2009 - August 2010
HSBC October 2006 - November 2009
Commerzbank 2001 - 2006
ADP Wilco 1996 - 2001
Skills
Derivatives, Risk Management, Investment Banking, Capital Markets, Vendor Management, Equities, Integration, Strategy, Financial Services, Banking, Management, Software Development, Trading Systems, Back Office, Software Project..., Unix, Equity Derivatives, Fixed Income, SDLC, Interest Rate..., Market Data, Calypso
Education
University of Bristol 1990 — 1993
Bachelor of Science (BSc), Physics
Mark Worman's SS&C Technologies Experience July 1998 - February 2001
Job Account Manager at Oracle
Industry Computer Software
Experience
Oracle April 2001 - Present
SS&C Technologies July 1998 - February 2001
Skills
Solution Selling, Account Management, Complex Sales, SaaS, Enterprise Software, Salesforce.com
Education
University of Illinois at Urbana-Champaign 1994 — 1998
Bachelors, Economics
Oracle April 2001 - Present
SS&C Technologies July 1998 - February 2001
Skills
Solution Selling, Account Management, Complex Sales, SaaS, Enterprise Software, Salesforce.com
Education
University of Illinois at Urbana-Champaign 1994 — 1998
Bachelors, Economics
Kuo-Chan Chen, CFA, CPA, FRM's SS&C Technologies Experience August 2008 - February 2012
Job Senior Accountant at Hudson River Trading
Industry Financial Services
Experience
Hudson River Trading February 2012 - Present
SS&C Technologies August 2008 - February 2012
JPMorgan Chase October 2007 - July 2008
SS&C Technologies May 2006 - October 2007
Skills
Fund Accounting, Hedge Funds, Mutual Funds, GAAP, Financial Reporting
Education
The University of Texas at Austin 2004 — 2005
Master, Accounting
Hudson River Trading February 2012 - Present
SS&C Technologies August 2008 - February 2012
JPMorgan Chase October 2007 - July 2008
SS&C Technologies May 2006 - October 2007
Skills
Fund Accounting, Hedge Funds, Mutual Funds, GAAP, Financial Reporting
Education
The University of Texas at Austin 2004 — 2005
Master, Accounting
Steve Defrancesco's SS&C Technologies Experience Senior ConsultantSS&C1991 - Present
Job Senior Consultant at SS&C Technologies
Industry Computer Software
Experience
SS&C Technologies Senior ConsultantSS&C1991 - Present
Skills
Requirements Analysis, Crystal Reports, Business Analysis, Software Project..., Business Intelligence, Vendor Management, Requirements Gathering, SQL, SDLC, Software Development, Microsoft SQL Server, Business Requirements, Software Implementation, Statutory Accounting, Integration
Education
The University of Connecticut School of Business
SS&C Technologies Senior ConsultantSS&C1991 - Present
Skills
Requirements Analysis, Crystal Reports, Business Analysis, Software Project..., Business Intelligence, Vendor Management, Requirements Gathering, SQL, SDLC, Software Development, Microsoft SQL Server, Business Requirements, Software Implementation, Statutory Accounting, Integration
Education
The University of Connecticut School of Business
Tracy Wolfe's SS&C Technologies Experience January 1999 - June 2000
Job Strategic Enterprise Services at FactSet
Industry Computer Software
Experience
FactSet August 2015 - Present
Bloomberg LP October 2014 - July 2015
Bloomberg January 2010 - September 2014
Bloomberg LP January 2005 - January 2010
Bloomberg LP June 2000 - June 2005
SS&C Technologies January 1999 - June 2000
Portview Corporation June 1993 - June 1999
Skills
Market Data, Trading Systems, Portfolio Management, Equities, Management, Hedge Funds, Product Marketing, New Business Development, Product Development, Product Management, Strategic Partnerships, Business Development, Strategic Planning, Business Analysis, Account Management, Business Strategy, Analytics, Bloomberg, Derivatives, Financial Markets, Strategy, Relationship Management, Customer Engagement
Education
University of Richmond 1989 — 1993
Bachelor of Science (B.S.), Economics and Fianance
FactSet August 2015 - Present
Bloomberg LP October 2014 - July 2015
Bloomberg January 2010 - September 2014
Bloomberg LP January 2005 - January 2010
Bloomberg LP June 2000 - June 2005
SS&C Technologies January 1999 - June 2000
Portview Corporation June 1993 - June 1999
Skills
Market Data, Trading Systems, Portfolio Management, Equities, Management, Hedge Funds, Product Marketing, New Business Development, Product Development, Product Management, Strategic Partnerships, Business Development, Strategic Planning, Business Analysis, Account Management, Business Strategy, Analytics, Bloomberg, Derivatives, Financial Markets, Strategy, Relationship Management, Customer Engagement
Education
University of Richmond 1989 — 1993
Bachelor of Science (B.S.), Economics and Fianance
Keith Montgomery's SS&C Technologies Experience January 2012 - September 2013
Job Executive Search Consultant at KellyOCG
Industry Financial Services
Experience
KellyOCG September 2013 - Present
SS&C Technologies January 2012 - September 2013
Accenture December 2010 - December 2011
Travelers Insurance December 2009 - December 2010
SWM Services, LLC January 2006 - November 2009
MassMutual January 2008 - August 2008
USI Consulting Group June 2006 - January 2008
Computer Professional Staffing December 1997 - December 2000
Skills
Recruiting, Sourcing, College Recruiting, Human Resources
Education
University of Maryland Baltimore 1994 — 1997
AS, Computer Science
KellyOCG September 2013 - Present
SS&C Technologies January 2012 - September 2013
Accenture December 2010 - December 2011
Travelers Insurance December 2009 - December 2010
SWM Services, LLC January 2006 - November 2009
MassMutual January 2008 - August 2008
USI Consulting Group June 2006 - January 2008
Computer Professional Staffing December 1997 - December 2000
Skills
Recruiting, Sourcing, College Recruiting, Human Resources
Education
University of Maryland Baltimore 1994 — 1997
AS, Computer Science
Jonathan North's SS&C Technologies Experience September 2015 - Present
Job Director of Marketing and Sales, Private Capital Group at SS&C Technologies
Industry Computer Software
Experience
SS&C Technologies September 2015 - Present
FundCount 2005 - 2015
Skills
Strategic Partnerships, Strategic Planning, Strategy, Management, Mergers & Acquisitions, Start-ups, Financial Analysis, Entrepreneurship
Education
University of California, Santa Cruz
SS&C Technologies September 2015 - Present
FundCount 2005 - 2015
Skills
Strategic Partnerships, Strategic Planning, Strategy, Management, Mergers & Acquisitions, Start-ups, Financial Analysis, Entrepreneurship
Education
University of California, Santa Cruz
Tina Miriam John's SS&C Technologies Experience January 2009 - June 2013
Job Software Developer at Envision Pharma Group
Industry Computer Software
Experience
Envision Pharma Group July 2013 - Present
SS&C Technologies January 2009 - June 2013
University of Connecticut January 2008 - December 2008
Infosys Technologies Ltd November 2003 - May 2006
Skills
Requirements Analysis, Software Development, Agile Methodologies, Java Enterprise Edition, JSP, SDLC, Unix, Web Services
Education
University of Connecticut 2008 — 2008
MS, Electrical Engineering
University of Kerala 1999 — 2003
BTech
Envision Pharma Group July 2013 - Present
SS&C Technologies January 2009 - June 2013
University of Connecticut January 2008 - December 2008
Infosys Technologies Ltd November 2003 - May 2006
Skills
Requirements Analysis, Software Development, Agile Methodologies, Java Enterprise Edition, JSP, SDLC, Unix, Web Services
Education
University of Connecticut 2008 — 2008
MS, Electrical Engineering
University of Kerala 1999 — 2003
BTech
Daniel Kahan's SS&C Technologies Experience October 1999 - November 2000
Job PRINCIPAL, ONTARIO LIFE LINE
Industry Financial Services
Experience
International Society of Life Settlement Professional February 2014 - Present
Ontario Life Line January 2010 - Present
Canadian Life Line Limited January 1995 - Present
Atlantic Life Line Limited January 2009 - Present
Canadian Life Options Inc. January 2009 - Present
GUARANTIUS CAPITAL INC. October 2014 - Present
MaxLife Fund April 2008 - December 2008
BACK Aviation Solutions October 2001 - December 2007
SS&C Technologies October 1999 - November 2000
Zurich Life 1992 - 1994
Skills
Insurance, Investments, Valuation, Life Insurance, Actuarial Science, Health Insurance, Risk Management, Analysis, Disability Insurance, Business Analysis, Portfolio Management, Finance, Alternative Investments, Asset Management, Financial Risk, Investment Strategies, Financial Planning, Financial Modeling, Hedge Funds, Financial Services, Strategic Financial..., Financial Analysis, Wealth Management, Equities, Retirement, Mergers & Acquisitions, Capital Markets, Due Diligence, Business Strategy, Mutual Funds, Business Planning, Fixed Income, Pensions
Education
UCL 1973 — 1976
B.Sc (Hons), Mathematics
International Society of Life Settlement Professional February 2014 - Present
Ontario Life Line January 2010 - Present
Canadian Life Line Limited January 1995 - Present
Atlantic Life Line Limited January 2009 - Present
Canadian Life Options Inc. January 2009 - Present
GUARANTIUS CAPITAL INC. October 2014 - Present
MaxLife Fund April 2008 - December 2008
BACK Aviation Solutions October 2001 - December 2007
SS&C Technologies October 1999 - November 2000
Zurich Life 1992 - 1994
Skills
Insurance, Investments, Valuation, Life Insurance, Actuarial Science, Health Insurance, Risk Management, Analysis, Disability Insurance, Business Analysis, Portfolio Management, Finance, Alternative Investments, Asset Management, Financial Risk, Investment Strategies, Financial Planning, Financial Modeling, Hedge Funds, Financial Services, Strategic Financial..., Financial Analysis, Wealth Management, Equities, Retirement, Mergers & Acquisitions, Capital Markets, Due Diligence, Business Strategy, Mutual Funds, Business Planning, Fixed Income, Pensions
Education
UCL 1973 — 1976
B.Sc (Hons), Mathematics
Ngalai Chinsee's SS&C Technologies Experience May 1999 - March 2007
Job Senior Vice President at Wells Fargo
Industry Banking
Experience
Wells Fargo June 2012 - Present
Deutsche Bank April 2007 - June 2012
SS&C Technologies May 1999 - March 2007
Brown Brothers Harriman April 1995 - May 1999
Bankers Trust July 1988 - March 1999
Education
University of Pennsylvania 1984 — 1988
BA, Economics
Wells Fargo June 2012 - Present
Deutsche Bank April 2007 - June 2012
SS&C Technologies May 1999 - March 2007
Brown Brothers Harriman April 1995 - May 1999
Bankers Trust July 1988 - March 1999
Education
University of Pennsylvania 1984 — 1988
BA, Economics
Kerri Ralph (O'Neill)'s SS&C Technologies Experience April 2011 - Present
Job Senior Accountant
Industry Investment Management
Experience
KBerri Designs July 2012 - Present
SS&C Technologies April 2011 - Present
SS&C Technologies December 2007 - April 2011
State Street June 2006 - November 2007
State Street August 2000 - June 2006
Skills
Financial Reporting, Financial Analysis, Account Reconciliation, Accounting, Financial Accounting, General Ledger, Financial Statements, Equities, GAAP, Internal Controls, Financial Services, Alternative Investments, Mutual Funds, Portfolio Management, Variance Analysis, Accruals, Microsoft Excel, Fund Accounting, Finance, Process Improvement, Risk Management, Customer Service, Business Analysis
Education
University of Massachusetts, Amherst 2014 — 2017
Bachelor's degree
Goodwin College 2011 — 2014
Associate of Science (A.S.)
KBerri Designs July 2012 - Present
SS&C Technologies April 2011 - Present
SS&C Technologies December 2007 - April 2011
State Street June 2006 - November 2007
State Street August 2000 - June 2006
Skills
Financial Reporting, Financial Analysis, Account Reconciliation, Accounting, Financial Accounting, General Ledger, Financial Statements, Equities, GAAP, Internal Controls, Financial Services, Alternative Investments, Mutual Funds, Portfolio Management, Variance Analysis, Accruals, Microsoft Excel, Fund Accounting, Finance, Process Improvement, Risk Management, Customer Service, Business Analysis
Education
University of Massachusetts, Amherst 2014 — 2017
Bachelor's degree
Goodwin College 2011 — 2014
Associate of Science (A.S.)
Neil Plenn's SS&C Technologies Experience 1994 - 1997
Job President at NLP Consulting LLC
Industry Insurance
Experience
NLP Consulting LLC August 2007 - Present
Society of Actuaries 2000 - Present
Milliman 2000 - 2005
Milliman USA 2000 - 2005
CHALKE / SS&C Technologies 1994 - 1997
SS&C Technologies 1994 - 1997
Skills
Actuarial, ALM, Actuarial Science, Insurance, Enterprise Risk..., Reinsurance, Life Insurance, Solvency II, Financial Modeling, Risk Management, Financial Risk, Fixed Annuities, Valuation, Investments, Economic Capital, Pensions, Underwriting, Analysis
Education
University of Pennsylvania 1981 — 1985
Bachelor of Science (B.S.), Chemical Engineering
NLP Consulting LLC August 2007 - Present
Society of Actuaries 2000 - Present
Milliman 2000 - 2005
Milliman USA 2000 - 2005
CHALKE / SS&C Technologies 1994 - 1997
SS&C Technologies 1994 - 1997
Skills
Actuarial, ALM, Actuarial Science, Insurance, Enterprise Risk..., Reinsurance, Life Insurance, Solvency II, Financial Modeling, Risk Management, Financial Risk, Fixed Annuities, Valuation, Investments, Economic Capital, Pensions, Underwriting, Analysis
Education
University of Pennsylvania 1981 — 1985
Bachelor of Science (B.S.), Chemical Engineering
Sam Mejia, CPA's SS&C Technologies Experience November 2014 - Present
Job Director Sales
Industry Computer Software
Experience
SS&C Technologies November 2014 - Present
SS&C 2007 - Present
Marshall Swift & Boeckh 2006 - 2007
CheckFree June 2002 - June 2005
QED Information Systems May 1999 - May 2002
Conning Asset Management 1998 - 1999
State Street 1997 - 1998
Princeton Financial Systems June 1992 - August 1996
ITT Lyndon Insurance Group June 1986 - June 1992
Laclede Gas Company 1984 - 1986
Skills
Insurance, Accounting, Investments, Financial Services, Strategic Planning, Business Analysis, Solvency II - Lloyds..., CRM, Management, Finance, Asset Management, Risk Management, Business Development, Hedge Funds, Process Improvement, Financial Analysis, Product Management
Education
University of Missouri-Columbia, College of Business 1983 — 1984
MBA, Finance
University of Missouri-Columbia 1979 — 1984
BSBA/MBA, Marketing/Finance and Accounting
SS&C Technologies November 2014 - Present
SS&C 2007 - Present
Marshall Swift & Boeckh 2006 - 2007
CheckFree June 2002 - June 2005
QED Information Systems May 1999 - May 2002
Conning Asset Management 1998 - 1999
State Street 1997 - 1998
Princeton Financial Systems June 1992 - August 1996
ITT Lyndon Insurance Group June 1986 - June 1992
Laclede Gas Company 1984 - 1986
Skills
Insurance, Accounting, Investments, Financial Services, Strategic Planning, Business Analysis, Solvency II - Lloyds..., CRM, Management, Finance, Asset Management, Risk Management, Business Development, Hedge Funds, Process Improvement, Financial Analysis, Product Management
Education
University of Missouri-Columbia, College of Business 1983 — 1984
MBA, Finance
University of Missouri-Columbia 1979 — 1984
BSBA/MBA, Marketing/Finance and Accounting
Jane Poulin's SS&C Technologies Experience 2012 - Present
Job Senior QA Analyst at Thomson Reuters
Industry Financial Services
Experience
SS&C Technologies 2012 - Present
Thomson Reuters 2009 - 2012
Thomson 2000 - 2008
Education
University of Maine 1992 — 1996
SS&C Technologies 2012 - Present
Thomson Reuters 2009 - 2012
Thomson 2000 - 2008
Education
University of Maine 1992 — 1996
Gerald Lucibella's SS&C Technologies Experience July 1990 - November 1999
Job Principal Consultant Large Client Delivery Team
Industry Information Technology and Services
Experience
Eagle Investment Systems November 1999 - Present
SS&C Technologies July 1990 - November 1999
Interactive Data 1985 - 1988
Skills
Fixed Income
Education
University of Rhode Island - College of Business Administration 1973 — 1977
BS, Operations Research
Eagle Investment Systems November 1999 - Present
SS&C Technologies July 1990 - November 1999
Interactive Data 1985 - 1988
Skills
Fixed Income
Education
University of Rhode Island - College of Business Administration 1973 — 1977
BS, Operations Research
Stephanie Kernozicky's SS&C Technologies Experience October 2007 - February 2008
Job at
Industry Information Technology and Services
Experience
Wachovia February 2008 - November 2008
SS&C Technologies October 2007 - February 2008
Wachovia Bank October 2002 - October 2007
Education
The University of Connecticut 2012 — 2014
Master of Science (M.S.), Business Analytics and Project Management
The University of Texas at San Antonio 1996 — 2001
BBA, Information Technology
Wachovia February 2008 - November 2008
SS&C Technologies October 2007 - February 2008
Wachovia Bank October 2002 - October 2007
Education
The University of Connecticut 2012 — 2014
Master of Science (M.S.), Business Analytics and Project Management
The University of Texas at San Antonio 1996 — 2001
BBA, Information Technology
Douglas Benedetto's SS&C Technologies Experience Senior Vice PresidentING Investment Management2000 - 2007
Job Vice President of Strategic Accounts at SS&C Technologies
Industry Financial Services
Experience
SS&C Technologies Senior Vice PresidentING Investment Management2000 - 2007
Skills
Alternative Investments, Risk Management, Financial Services, Hedge Funds, Investments, Portfolio Management, New Business Development, Start-ups, Equities, Asset Managment, Business Development, Executive Management, Marketing, Financial Analysis, Mutual Funds, Business Analysis, Account Management, Strategy, Mergers & Acquisitions, Business Process..., Finance, Relationship Management, Asset Management, Banking, Financial Modeling, Management, Securities, Vendor Management, Analytics, Analysis, Competitive Analysis
Education
University of Connecticut 1978 — 1981
Finance
SS&C Technologies Senior Vice PresidentING Investment Management2000 - 2007
Skills
Alternative Investments, Risk Management, Financial Services, Hedge Funds, Investments, Portfolio Management, New Business Development, Start-ups, Equities, Asset Managment, Business Development, Executive Management, Marketing, Financial Analysis, Mutual Funds, Business Analysis, Account Management, Strategy, Mergers & Acquisitions, Business Process..., Finance, Relationship Management, Asset Management, Banking, Financial Modeling, Management, Securities, Vendor Management, Analytics, Analysis, Competitive Analysis
Education
University of Connecticut 1978 — 1981
Finance
Seth Singer's SS&C Technologies Experience April 1998 - April 2002
Job Independent Financial Services Professional
Industry Financial Services
Experience
SS&C Technologies April 1998 - April 2002
Savid Inernational Inc. October 1987 - April 2002
Skills
Derivatives, Sales Management, Financial Analysis, New Business Development, Account Management, Banking, Business Analysis, Portfolio Management, Risk Management, Treasury Management, Vendor Management, Investments, Hedge Funds, Trading, Equities, Finance, Asset Management, Strategic Planning
Education
University of Massachusetts, Amherst 1979 — 1982
BA, Economics, History
SS&C Technologies April 1998 - April 2002
Savid Inernational Inc. October 1987 - April 2002
Skills
Derivatives, Sales Management, Financial Analysis, New Business Development, Account Management, Banking, Business Analysis, Portfolio Management, Risk Management, Treasury Management, Vendor Management, Investments, Hedge Funds, Trading, Equities, Finance, Asset Management, Strategic Planning
Education
University of Massachusetts, Amherst 1979 — 1982
BA, Economics, History
Aparna Patel's SS&C Technologies Experience January 2015 - Present
Job Project Manager
Industry Information Technology and Services
Experience
SS&C Technologies January 2015 - Present
Savings Bank of Danbury March 2014 - January 2015
Marc Fisher Footwear 2011 - March 2014
Hindustan Lever Limited December 2003 - January 2006
Skills
Business Requirements, Cross-functional Team..., Databases, Integration, Process Improvement, Project Management, Business Intelligence, Management, Vendor Management, Business Process, ERP
Education
University of Mumbai 1992 — 1995
Diploma, Computer science
SS&C Technologies January 2015 - Present
Savings Bank of Danbury March 2014 - January 2015
Marc Fisher Footwear 2011 - March 2014
Hindustan Lever Limited December 2003 - January 2006
Skills
Business Requirements, Cross-functional Team..., Databases, Integration, Process Improvement, Project Management, Business Intelligence, Management, Vendor Management, Business Process, ERP
Education
University of Mumbai 1992 — 1995
Diploma, Computer science
Fei Wu's SS&C Technologies Experience January 2009 - August 2010
Job Quantitative Analyst at Fifth Third Bank
Industry Banking
Experience
Fifth Third Bank August 2010 - Present
SS&C Technologies January 2009 - August 2010
GE edgelab 2009 - 2009
Skills
Fixed Income, Credit Risk, Financial Modeling, Portfolio Management, Financial Risk, Bloomberg, Financial Analysis, Valuation, VBA, Derivatives, SAS, Data Analysis
Education
The University of Connecticut School of Business 2008 — 2010
Master of Business Administration (MBA), Finance
University of Michigan 2006 — 2007
Master, Financial Engineering
Fifth Third Bank August 2010 - Present
SS&C Technologies January 2009 - August 2010
GE edgelab 2009 - 2009
Skills
Fixed Income, Credit Risk, Financial Modeling, Portfolio Management, Financial Risk, Bloomberg, Financial Analysis, Valuation, VBA, Derivatives, SAS, Data Analysis
Education
The University of Connecticut School of Business 2008 — 2010
Master of Business Administration (MBA), Finance
University of Michigan 2006 — 2007
Master, Financial Engineering
Marcia Edwards-Lindblom's SS&C Technologies Experience February 1992 - June 2000
Job System Analysis Sr Specialist for the WebIT team
Industry Information Technology and Services
Experience
CIGNA August 2012 - Present
CIGNA October 2009 - September 2012
Phoenix Life Insurance Company March 2004 - June 2009
Phoenix Investment Partners December 2000 - March 2004
SS&C Technologies February 1992 - June 2000
The Hartford July 1988 - February 1992
Skills
Vendor Management, Analysis, Business Analysis, Project Management, Software Documentation, Quality Assurance, Management, Risk Management, Process Improvement, Project Planning, Requirements Analysis, Requirements Gathering, SDLC, Systems Analysis, Strategy, Training, Visio
Education
University of Hartford 1993 — 2001
MBA, Information Systems
Westminster College (PA) 1984 — 1988
BA, Accounting
CIGNA August 2012 - Present
CIGNA October 2009 - September 2012
Phoenix Life Insurance Company March 2004 - June 2009
Phoenix Investment Partners December 2000 - March 2004
SS&C Technologies February 1992 - June 2000
The Hartford July 1988 - February 1992
Skills
Vendor Management, Analysis, Business Analysis, Project Management, Software Documentation, Quality Assurance, Management, Risk Management, Process Improvement, Project Planning, Requirements Analysis, Requirements Gathering, SDLC, Systems Analysis, Strategy, Training, Visio
Education
University of Hartford 1993 — 2001
MBA, Information Systems
Westminster College (PA) 1984 — 1988
BA, Accounting
Webster Grouten III's SS&C Technologies Experience January 2010 - April 2012
Job Portfolio Management Associate at Chandler Asset Management
Industry Financial Services
Experience
Chandler Asset Management July 2015 - Present
Chandler Asset Management August 2012 - July 2015
SS&C Technologies January 2010 - April 2012
The Stanley Works May 2009 - August 2009
Beancounters, LLC May 2008 - August 2008
Gilbane Building Company May 2007 - August 2007
Education
The University of Connecticut 2006 — 2009
Bachelor of Science (B.S.), Finance
2015 Level II Candidate in the CFA Program
Chandler Asset Management July 2015 - Present
Chandler Asset Management August 2012 - July 2015
SS&C Technologies January 2010 - April 2012
The Stanley Works May 2009 - August 2009
Beancounters, LLC May 2008 - August 2008
Gilbane Building Company May 2007 - August 2007
Education
The University of Connecticut 2006 — 2009
Bachelor of Science (B.S.), Finance
2015 Level II Candidate in the CFA Program
Melissa Brannan's SS&C Technologies Experience 1999 - 2001
Job Sr. QM Engineer at OfficeMax (Lead)
Industry Computer Software
Experience
OfficeMax 2006 - Present
Nielsen Media Research March 2002 - April 2006
Bank of America 2005 - 2006
SS&C Technologies 1999 - 2001
Education
University of Illinois at Chicago
OMIS-Computer Science in Business
OfficeMax 2006 - Present
Nielsen Media Research March 2002 - April 2006
Bank of America 2005 - 2006
SS&C Technologies 1999 - 2001
Education
University of Illinois at Chicago
OMIS-Computer Science in Business
Shama Shahbaz's SS&C Technologies Experience February 2013 - Present
Job QA Analyst at SS&C Technologies
Industry Education Management
Experience
SS&C Technologies February 2013 - Present
HQSP May 2006 - December 2009
Skills
SQL, Microsoft Office, Visual Basic, Testing, Databases, Software Quality..., ERP, PowerPoint, User Acceptance Testing, Software Project..., QC, QTP, Business Analysis, Requirements Analysis, Quality Assurance, SDLC, Microsoft SQL Server, Integration, XML, Management, Visio, Agile Methodologies, Software Documentation, HP Quality Center
Education
University of Toronto Mississauga 2013 — 2014
Guild Hall University(UK) 1996 — 1999
diploma, Computer Science
University of Illinois at Urbana-Champaign 1992 — 1994
Bachelor of Science (BSc), Computer Science
SS&C Technologies February 2013 - Present
HQSP May 2006 - December 2009
Skills
SQL, Microsoft Office, Visual Basic, Testing, Databases, Software Quality..., ERP, PowerPoint, User Acceptance Testing, Software Project..., QC, QTP, Business Analysis, Requirements Analysis, Quality Assurance, SDLC, Microsoft SQL Server, Integration, XML, Management, Visio, Agile Methodologies, Software Documentation, HP Quality Center
Education
University of Toronto Mississauga 2013 — 2014
Guild Hall University(UK) 1996 — 1999
diploma, Computer Science
University of Illinois at Urbana-Champaign 1992 — 1994
Bachelor of Science (BSc), Computer Science
Matthew Murzyn's SS&C Technologies Experience 1999 - 2001
Job medically retired
Industry Financial Services
Experience
Self January 2015 - Present
Open Solutions LLC, Now a Part of Fiserv January 2012 - Present
TEKsystems August 2010 - November 2010
Prudential Financial 2004 - October 2009
CIGNA May 2001 - 2004
SS&C Technologies 1999 - 2001
Open Solutions June 1998 - May 1999
SS&C Technologies 1996 - 1998
Skills
Business Analysis, SDLC, Requirements Gathering, Visio, Business Requirements, Process Improvement, User Acceptance Testing, Requirements Analysis, Scrum, Presentations, Axure, Vendor Management, Software Project..., Business Process
Education
University of Hartford 1991 — 1995
Bachelor of Business Administration (B.B.A.), Economics/Finance
Self January 2015 - Present
Open Solutions LLC, Now a Part of Fiserv January 2012 - Present
TEKsystems August 2010 - November 2010
Prudential Financial 2004 - October 2009
CIGNA May 2001 - 2004
SS&C Technologies 1999 - 2001
Open Solutions June 1998 - May 1999
SS&C Technologies 1996 - 1998
Skills
Business Analysis, SDLC, Requirements Gathering, Visio, Business Requirements, Process Improvement, User Acceptance Testing, Requirements Analysis, Scrum, Presentations, Axure, Vendor Management, Software Project..., Business Process
Education
University of Hartford 1991 — 1995
Bachelor of Business Administration (B.B.A.), Economics/Finance
Brian Fallon's SS&C Technologies Experience November 2009 - Present
Job Manager at SS&C Technologies
Industry Financial Services
Experience
SS&C Technologies November 2009 - Present
JPMorgan Chase November 2008 - November 2009
GlobeOp Financial Services July 2004 - September 2008
Merrill Lynch Professional Clearing Corporation July 2002 - July 2004
GAMCO Investors, Inc. November 2000 - July 2001
Merrill Lynch & Co., Inc. September 1999 - November 2000
Education
University of Massachusetts, Amherst 1990 — 1995
BA, Political Science
SS&C Technologies November 2009 - Present
JPMorgan Chase November 2008 - November 2009
GlobeOp Financial Services July 2004 - September 2008
Merrill Lynch Professional Clearing Corporation July 2002 - July 2004
GAMCO Investors, Inc. November 2000 - July 2001
Merrill Lynch & Co., Inc. September 1999 - November 2000
Education
University of Massachusetts, Amherst 1990 — 1995
BA, Political Science
Jennifer Nganga's SS&C Technologies Experience September 2010 - April 2014
Job Sr. Financial Analyst at Staples
Industry Retail
Experience
Staples July 2015 - Present
Accountemps June 2014 - July 2015
SS&C Technologies September 2010 - April 2014
State Street Corporation July 2007 - September 2010
Investors Bank & Trust January 2007 - July 2007
Skills
Accounting, Account Reconciliation, Financial Accounting, General Ledger, Month End Close, Financial Reporting, Business Analysis, Financial Analysis, Portfolio Management, Mutual Funds, Finance, Software Implementation, Financial Services, Process Improvement, Equities, Fund Accounting, Bloomberg, Analysis
Education
University of Massachusetts, Amherst 2012 — 2014
Master of Business Administration (MBA)
NASBA
CPA Exam
Worcester State University
Bachelor of Science
Staples July 2015 - Present
Accountemps June 2014 - July 2015
SS&C Technologies September 2010 - April 2014
State Street Corporation July 2007 - September 2010
Investors Bank & Trust January 2007 - July 2007
Skills
Accounting, Account Reconciliation, Financial Accounting, General Ledger, Month End Close, Financial Reporting, Business Analysis, Financial Analysis, Portfolio Management, Mutual Funds, Finance, Software Implementation, Financial Services, Process Improvement, Equities, Fund Accounting, Bloomberg, Analysis
Education
University of Massachusetts, Amherst 2012 — 2014
Master of Business Administration (MBA)
NASBA
CPA Exam
Worcester State University
Bachelor of Science
Dominic Flanagan's SS&C Technologies Experience 2011 - Present
Job Vice President of Technology and Product Operations
Industry Computer Software
Experience
SS&C Technologies 2011 - Present
Charles River Development 2009 - 2011
Thomson Reuters 2000 - 2009
Bank of Ireland 1996 - 1999
Skills
Portfolio Management, Market Data, Agile Methodologies, Software Development, Trading Systems, Enterprise Software, SQL, SDLC, Microsoft SQL Server, Product Management, SaaS, Business Analysis, Software Project...
Education
University of Minnesota - Institute of Technology
Computer Science
Carlson School of Management
Finance
SS&C Technologies 2011 - Present
Charles River Development 2009 - 2011
Thomson Reuters 2000 - 2009
Bank of Ireland 1996 - 1999
Skills
Portfolio Management, Market Data, Agile Methodologies, Software Development, Trading Systems, Enterprise Software, SQL, SDLC, Microsoft SQL Server, Product Management, SaaS, Business Analysis, Software Project...
Education
University of Minnesota - Institute of Technology
Computer Science
Carlson School of Management
Finance
Stan Szczepanik's SS&C Technologies Experience ManagerDeloitte & Touche1986 - 1990
Job Vice President at SS&C Technologies
Industry Computer Software
Experience
SS&C Technologies ManagerDeloitte & Touche1986 - 1990
Education
The University of Connecticut School of Business 1982 — 1986
BS, Accounting
SS&C Technologies ManagerDeloitte & Touche1986 - 1990
Education
The University of Connecticut School of Business 1982 — 1986
BS, Accounting
Difei (Ethan) Cai's SS&C Technologies Experience October 2014 - Present
Job Quantitative Risk Analyst at SS&C Technologies
Industry Financial Services
Experience
SS&C Technologies October 2014 - Present
SS&C Technologies Hong Kong Limited December 2013 - September 2014
SS&C Technologies May 2013 - December 2013
SS&C Technologies September 2012 - December 2012
Bank of Communications December 2011 - March 2012
Boston Chinatown Neighborhood Center September 2009 - December 2011
University of Massachusetts Boston Advising Center January 2011 - August 2011
UMass Boston Institute January 2011 - February 2011
Guiyang Steel Mills I&E CO November 2006 - August 2007
Skills
SPSS, Microsoft SQL Server, Microsoft Office, MS Project, Bilingual Communications, Multi Tasking, Interpersonal..., Bloomberg Terminal
Education
University of Massachusetts Boston 2011 — 2012
Master of Science, Business Admission, Information System Concentration
University of Massachusetts Boston 2008 — 2011
Bachelor of Science (B.S.), Marketing
Wuhan University of Technology 2006 — 2011
Bachelor of Science (B.S.), International Business/Trade/Commerce
SS&C Technologies October 2014 - Present
SS&C Technologies Hong Kong Limited December 2013 - September 2014
SS&C Technologies May 2013 - December 2013
SS&C Technologies September 2012 - December 2012
Bank of Communications December 2011 - March 2012
Boston Chinatown Neighborhood Center September 2009 - December 2011
University of Massachusetts Boston Advising Center January 2011 - August 2011
UMass Boston Institute January 2011 - February 2011
Guiyang Steel Mills I&E CO November 2006 - August 2007
Skills
SPSS, Microsoft SQL Server, Microsoft Office, MS Project, Bilingual Communications, Multi Tasking, Interpersonal..., Bloomberg Terminal
Education
University of Massachusetts Boston 2011 — 2012
Master of Science, Business Admission, Information System Concentration
University of Massachusetts Boston 2008 — 2011
Bachelor of Science (B.S.), Marketing
Wuhan University of Technology 2006 — 2011
Bachelor of Science (B.S.), International Business/Trade/Commerce
Kim Letourneau's SS&C Technologies Experience March 1991 - Present
Job Senior Consultant at SS&C Technologies
Industry
Experience
SS&C Technologies March 1991 - Present
Skills
Crystal Reports, Business Analysis, Requirements Analysis, Requirements Gathering, SQL, Software Implementation, Microsoft SQL Server, Software Project..., Business Intelligence, Business Requirements, User Acceptance Testing, Data Warehousing, Business Process, SharePoint
Education
University of Massachusetts, Amherst 1998 — 2000
MBA, Business
University of Hartford 1990 — 1992
BS, Business Administration
SS&C Technologies March 1991 - Present
Skills
Crystal Reports, Business Analysis, Requirements Analysis, Requirements Gathering, SQL, Software Implementation, Microsoft SQL Server, Software Project..., Business Intelligence, Business Requirements, User Acceptance Testing, Data Warehousing, Business Process, SharePoint
Education
University of Massachusetts, Amherst 1998 — 2000
MBA, Business
University of Hartford 1990 — 1992
BS, Business Administration
Andrew Sicard's SS&C Technologies Experience March 2015 - Present
Job Senior Bank Loan Team Hedge Fund Services at SS&C Technologies
Industry Banking
Experience
SS&C Technologies March 2015 - Present
State Street February 2013 - February 2014
Statestreet October 2008 - February 2013
Skills
Accounting, Bloomberg, Fixed Income, Mutual Funds, Equities, Microsoft Excel, Fund Accounting, Securities, Financial Modeling, Portfolio Management, Alternative Investments, Investments, Valuation, Financial Analysis, Fund Administration, Capital Markets, Financial Services
Education
University of Massachusetts Dartmouth 2005 — 2008
Bachelor, Economics
University of Massachusetts Dartmouth 2005 — 2008
Bachelor's degree, Economics
SS&C Technologies March 2015 - Present
State Street February 2013 - February 2014
Statestreet October 2008 - February 2013
Skills
Accounting, Bloomberg, Fixed Income, Mutual Funds, Equities, Microsoft Excel, Fund Accounting, Securities, Financial Modeling, Portfolio Management, Alternative Investments, Investments, Valuation, Financial Analysis, Fund Administration, Capital Markets, Financial Services
Education
University of Massachusetts Dartmouth 2005 — 2008
Bachelor, Economics
University of Massachusetts Dartmouth 2005 — 2008
Bachelor's degree, Economics
Michael Volpe's SS&C Technologies Experience February 2013 - Present
Job General Manager, BenefitsXML Business Unit at SS&C Technologies
Industry Computer Software
Experience
SS&C Technologies February 2013 - Present
BenefitsXML June 2000 - February 2013
CIGNA Healthcare May 1989 - April 2000
Skills
Employee Benefits..., Evidence of Insurability, Enterprise Software, EDI, Information Architecture, SaaS, SDLC, XML, Web Services, Business Analysis, Strategy
Education
University of California, Irvine
University of Illinois at Urbana-Champaign
SS&C Technologies February 2013 - Present
BenefitsXML June 2000 - February 2013
CIGNA Healthcare May 1989 - April 2000
Skills
Employee Benefits..., Evidence of Insurability, Enterprise Software, EDI, Information Architecture, SaaS, SDLC, XML, Web Services, Business Analysis, Strategy
Education
University of California, Irvine
University of Illinois at Urbana-Champaign
Eleni Chaviarou's SS&C Technologies Experience August 2014 - Present
Job Performance Analyst at SS&C Technologies
Industry Financial Services
Experience
SS&C Technologies August 2014 - Present
SS&C Technologies November 2011 - Present
ING Life Insurance and Annuity Company October 2007 - February 2011
ING Life Insurance and Annuity Company July 2007 - September 2007
University of Hartford September 2005 - June 2007
Meat Market Business June 2004 - September 2005
Skills
Teamwork, Dedication, Highly Productive, Organized, Positive energy, Easy and Quick learner, PeopleSoft, Management, Account Reconciliation, Finance, Mutual Funds, Training, Fund Accounting, Time Management, Derivatives, Accounting, Fixed Income, Financial Analysis, Equities, Bloomberg, Asset Management, Financial Reporting, Microsoft Excel, Analyst Briefings, Public Relations, Performance Management, Performance Attribution, Performance Measurement
Education
University of Hartford 2005 — 2007
MBA, Finance
Technological Education Institute of Athens 2000 — 2004
Bachelor, Business Administration
SS&C Technologies August 2014 - Present
SS&C Technologies November 2011 - Present
ING Life Insurance and Annuity Company October 2007 - February 2011
ING Life Insurance and Annuity Company July 2007 - September 2007
University of Hartford September 2005 - June 2007
Meat Market Business June 2004 - September 2005
Skills
Teamwork, Dedication, Highly Productive, Organized, Positive energy, Easy and Quick learner, PeopleSoft, Management, Account Reconciliation, Finance, Mutual Funds, Training, Fund Accounting, Time Management, Derivatives, Accounting, Fixed Income, Financial Analysis, Equities, Bloomberg, Asset Management, Financial Reporting, Microsoft Excel, Analyst Briefings, Public Relations, Performance Management, Performance Attribution, Performance Measurement
Education
University of Hartford 2005 — 2007
MBA, Finance
Technological Education Institute of Athens 2000 — 2004
Bachelor, Business Administration
Richard Lindblom's SS&C Technologies Experience August 1994 - August 2005
Job Director, Information Systems at Conning
Industry Investment Management
Experience
Conning August 2005 - Present
SS&C Technologies August 1994 - August 2005
Advest Bank 1993 - 1997
Gateway Bank March 1992 - August 1995
Skills
Bloomberg, Fixed Income, Trading Systems, Business Analysis, Vendor Management, Portfolio Management, Investments, Crystal Reports, Derivatives, Software Development, Analysis, Product Management, SQL, Financial Modeling, Access, Requirements Gathering, Accounting, Software Project...
Education
University of New Haven 1990 — 1992
MBA, Management and Organization
University of New Haven 1978 — 1982
BA, Financial Accounting
Conning August 2005 - Present
SS&C Technologies August 1994 - August 2005
Advest Bank 1993 - 1997
Gateway Bank March 1992 - August 1995
Skills
Bloomberg, Fixed Income, Trading Systems, Business Analysis, Vendor Management, Portfolio Management, Investments, Crystal Reports, Derivatives, Software Development, Analysis, Product Management, SQL, Financial Modeling, Access, Requirements Gathering, Accounting, Software Project...
Education
University of New Haven 1990 — 1992
MBA, Management and Organization
University of New Haven 1978 — 1982
BA, Financial Accounting
Justin Penny's SS&C Technologies Experience February 2015 - Present
Job Senior Accountant at SS&C Technologies
Industry Financial Services
Experience
SS&C Technologies February 2015 - Present
Aetos Capital Real Estate, LP December 2012 - January 2015
Ernst & Young September 2008 - December 2012
McKinsey & Company June 2006 - August 2008
Skills
Financial Analysis, Accounting, Auditing, Financial Reporting, Internal Controls, Financial Accounting
Education
University at Albany, SUNY 2004 — 2008
Accounting, Accounting, Business Administration
SS&C Technologies February 2015 - Present
Aetos Capital Real Estate, LP December 2012 - January 2015
Ernst & Young September 2008 - December 2012
McKinsey & Company June 2006 - August 2008
Skills
Financial Analysis, Accounting, Auditing, Financial Reporting, Internal Controls, Financial Accounting
Education
University at Albany, SUNY 2004 — 2008
Accounting, Accounting, Business Administration
Dave Zajchowski's SS&C Technologies Experience June 2007 - Present
Job PC Technician at SS&C Technologies
Industry Information Technology and Services
Experience
SS&C Technologies June 2007 - Present
ING January 2006 - June 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching
Education
University of Massachusetts, Amherst
Western New England College
Bachelor of Science (BS), Mathematics
SS&C Technologies June 2007 - Present
ING January 2006 - June 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching
Education
University of Massachusetts, Amherst
Western New England College
Bachelor of Science (BS), Mathematics
Michelle Ji's SS&C Technologies Experience June 2013 - Present
Job Fund Accountant at SS&C Technologies
Industry Hospital & Health Care
Experience
SS&C Technologies June 2013 - Present
Novitas Solutions, Inc. October 2012 - May 2013
Trailblazer Health Enterprise December 2010 - October 2012
Southwest Texas Conference of the United Methodist Church January 2010 - May 2010
Fort Worth Gasket & Supply 2010 - 2010
Education
The University of Texas at Arlington
The University of Texas at San Antonio
SS&C Technologies June 2013 - Present
Novitas Solutions, Inc. October 2012 - May 2013
Trailblazer Health Enterprise December 2010 - October 2012
Southwest Texas Conference of the United Methodist Church January 2010 - May 2010
Fort Worth Gasket & Supply 2010 - 2010
Education
The University of Texas at Arlington
The University of Texas at San Antonio
Daniel Herron's SS&C Technologies Experience September 2011 - Present
Job Supervisor at SS&C Technologies
Industry Financial Services
Experience
SS&C Technologies September 2011 - Present
Citigroup June 2008 - September 2011
Skills
Fund Accounting, Bloomberg, Hedge Funds, Corporate Actions, Financial Reporting, Alternative Investments, Derivatives, Fixed Income, Equities, Account Reconciliation, FX Options, Forwards, Stock Option, Futures
Education
University of Delaware - Lerner College of Business and Economics 2004 — 2008
BS, Finance
SS&C Technologies September 2011 - Present
Citigroup June 2008 - September 2011
Skills
Fund Accounting, Bloomberg, Hedge Funds, Corporate Actions, Financial Reporting, Alternative Investments, Derivatives, Fixed Income, Equities, Account Reconciliation, FX Options, Forwards, Stock Option, Futures
Education
University of Delaware - Lerner College of Business and Economics 2004 — 2008
BS, Finance
Robbie Luppi's SS&C Technologies Experience May 2011 - July 2013
Job Java Developer at Envision Pharma Group
Industry Computer Software
Experience
Envision Pharma Group July 2013 - Present
SS&C Technologies May 2011 - July 2013
Skills
SQL, XML, Agile Methodologies, JavaScript, Software Development, Java, C#, Web Services, Microsoft SQL Server, Databases, MySQL, jQuery, AJAX
Education
The University of Connecticut 2007 — 2011
Computer Science and Engineering, Computer Science and Engineering
University of Connecticut 2007 — 2011
Bachelor's degree, Computer Science and Engineering
Envision Pharma Group July 2013 - Present
SS&C Technologies May 2011 - July 2013
Skills
SQL, XML, Agile Methodologies, JavaScript, Software Development, Java, C#, Web Services, Microsoft SQL Server, Databases, MySQL, jQuery, AJAX
Education
The University of Connecticut 2007 — 2011
Computer Science and Engineering, Computer Science and Engineering
University of Connecticut 2007 — 2011
Bachelor's degree, Computer Science and Engineering
Jeff Langone's SS&C Technologies Experience 2013 - Present
Job Manager, LMS Business Development
Industry Computer Software
Experience
SS&C Technologies 2013 - Present
SS&C Technologies 2005 - 2013
SS&C Technologies 1996 - 2004
Skills
Enterprise Software, Professional Services, Software Implementation, Business Analysis, Software Project..., Integration, Business Intelligence, Requirements Analysis, Software Development, Product Management, SQL, Microsoft SQL Server, Solution Architecture, Pre-sales, SDLC
Education
University of Massachusetts at Lowell 1991 — 1995
Bachelor's degree, Finance and Financial Management Services
SS&C Technologies 2013 - Present
SS&C Technologies 2005 - 2013
SS&C Technologies 1996 - 2004
Skills
Enterprise Software, Professional Services, Software Implementation, Business Analysis, Software Project..., Integration, Business Intelligence, Requirements Analysis, Software Development, Product Management, SQL, Microsoft SQL Server, Solution Architecture, Pre-sales, SDLC
Education
University of Massachusetts at Lowell 1991 — 1995
Bachelor's degree, Finance and Financial Management Services
Tasha Agro's SS&C Technologies Experience March 2009 - December 2010
Job Senior Investor Relations Associate at GlobeOp Financial Services
Industry Financial Services
Experience
GlobeOp Financial Services June 2011 - Present
SS&C Technologies March 2009 - December 2010
SS&C Technologies November 2008 - March 2009
SS&C Technologies March 2007 - November 2008
Skills
Fund Accounting, Investor Relations, Treasury Services
Education
The University of Connecticut 2001 — 2006
Bachelor of Science, Economics
GlobeOp Financial Services June 2011 - Present
SS&C Technologies March 2009 - December 2010
SS&C Technologies November 2008 - March 2009
SS&C Technologies March 2007 - November 2008
Skills
Fund Accounting, Investor Relations, Treasury Services
Education
The University of Connecticut 2001 — 2006
Bachelor of Science, Economics
Matt Obstgarten's SS&C Technologies Experience March 2012 - Present
Job Senior Software Developer at SS&C Technologies
Industry Financial Services
Experience
SS&C Technologies March 2012 - Present
Pitney Bowes March 2011 - March 2012
SITETRENDS integrated February 2006 - February 2011
DRC Advertising May 1999 - February 2006
Skills
C#, Microsoft SQL Server, XML, Software Development, Design Patterns, MVC, JavaScript, Web Services, JSON, MSMQ, WebSphere MQ, ANSI C, SOA, MS Reporting Services, WinForms, .NET, Object Oriented Design, CSS, Distributed Systems, LINQ, ADO.NET, TFS
Education
UMass Lowell
Bachelor of Science
SS&C Technologies March 2012 - Present
Pitney Bowes March 2011 - March 2012
SITETRENDS integrated February 2006 - February 2011
DRC Advertising May 1999 - February 2006
Skills
C#, Microsoft SQL Server, XML, Software Development, Design Patterns, MVC, JavaScript, Web Services, JSON, MSMQ, WebSphere MQ, ANSI C, SOA, MS Reporting Services, WinForms, .NET, Object Oriented Design, CSS, Distributed Systems, LINQ, ADO.NET, TFS
Education
UMass Lowell
Bachelor of Science
Tommy Eidson's SS&C Technologies Experience January 2010 - March 2014
Job Network Engineer
Industry Computer Software
Experience
Professional Data Management, Inc. March 2014 - Present
SS&C Technologies January 2010 - March 2014
True North Networks October 2013 - December 2013
US Army 1998 - 2010
Skills
Microsoft SQL Server, SQL, Software Development, Enterprise Software, SDLC, Software Project..., Unix, Windows 7, Windows Server, SharePoint, Security, IIS, Virtualization, Visio, Cloud Computing, System Deployment, Network Security, VMware, Servers, Active Directory, Troubleshooting, IT Strategy, Networking, Windows, System Administration, Network Administration, DNS, Windows XP, TCP/IP, Integration, Switches, Routers, DHCP, SAN, Help Desk Support, Software Installation, Network Design, Computer Hardware
Education
University of Phoenix 2011 — 2016
Bachelor of Science (BS), Business Administration and Management, General
University of Phoenix
Master's degree, Information Systems Security
Professional Data Management, Inc. March 2014 - Present
SS&C Technologies January 2010 - March 2014
True North Networks October 2013 - December 2013
US Army 1998 - 2010
Skills
Microsoft SQL Server, SQL, Software Development, Enterprise Software, SDLC, Software Project..., Unix, Windows 7, Windows Server, SharePoint, Security, IIS, Virtualization, Visio, Cloud Computing, System Deployment, Network Security, VMware, Servers, Active Directory, Troubleshooting, IT Strategy, Networking, Windows, System Administration, Network Administration, DNS, Windows XP, TCP/IP, Integration, Switches, Routers, DHCP, SAN, Help Desk Support, Software Installation, Network Design, Computer Hardware
Education
University of Phoenix 2011 — 2016
Bachelor of Science (BS), Business Administration and Management, General
University of Phoenix
Master's degree, Information Systems Security
Thomas A. Peck III's SS&C Technologies Experience March 2013 - Present
Job Software Engineer at SS&C Technologies
Industry Financial Services
Experience
SS&C Technologies March 2013 - Present
CVH I.T. Application DeveloperAero-Med, LTDJune 2010 - September 2012
Skills
Windows, HTML, XP, Visio, Software Documentation, Microsoft SQL Server, SQL, XML, Databases, .NET
Education
University of Massachusetts, Amherst 1986 — 1990
Bachelor of Science (B.S.), Computer Science
SS&C Technologies March 2013 - Present
CVH I.T. Application DeveloperAero-Med, LTDJune 2010 - September 2012
Skills
Windows, HTML, XP, Visio, Software Documentation, Microsoft SQL Server, SQL, XML, Databases, .NET
Education
University of Massachusetts, Amherst 1986 — 1990
Bachelor of Science (B.S.), Computer Science
Deepa Kannan's SS&C Technologies Experience 2013 - Present
Job Consultant,Institutional Consulting
Industry Information Technology and Services
Experience
SS&C Technologies 2013 - Present
The Hartford 2008 - 2012
Cognizant Technology Solutions 2007 - 2012
Standard & Poors,India 2004 - 2007
Skills
SDLC, Business Analysis, Software Project..., Requirements Gathering, Vendor Management, Program Management, Business Requirements, Requirements Analysis
Education
Mumbai University 2002 — 2004
Master's Degree, Finance and Financial Management Services
SS&C Technologies 2013 - Present
The Hartford 2008 - 2012
Cognizant Technology Solutions 2007 - 2012
Standard & Poors,India 2004 - 2007
Skills
SDLC, Business Analysis, Software Project..., Requirements Gathering, Vendor Management, Program Management, Business Requirements, Requirements Analysis
Education
Mumbai University 2002 — 2004
Master's Degree, Finance and Financial Management Services
Robin Starr Bond's SS&C Technologies Experience July 2014 - Present
Job Manager at SS&C Technologies
Industry Venture Capital & Private Equity
Experience
SS&C Technologies July 2014 - Present
Ares Management July 2013 - July 2014
AREA Property Partners LP January 2000 - June 2013
AREA Property Partners LP September 1996 - December 1999
Merrill Lynch January 1994 - September 1996
Merrill Lynch September 1992 - December 1994
Skills
Private Equity, Financial Accounting, Investments, Financial Reporting, Investment Properties, Financial Modeling, QuickBooks, Treasury
Education
University of Massachusetts, Amherst 1988 — 1992
Bachelor's degree, Accounting
SS&C Technologies July 2014 - Present
Ares Management July 2013 - July 2014
AREA Property Partners LP January 2000 - June 2013
AREA Property Partners LP September 1996 - December 1999
Merrill Lynch January 1994 - September 1996
Merrill Lynch September 1992 - December 1994
Skills
Private Equity, Financial Accounting, Investments, Financial Reporting, Investment Properties, Financial Modeling, QuickBooks, Treasury
Education
University of Massachusetts, Amherst 1988 — 1992
Bachelor's degree, Accounting
Chris Reulbach's SS&C Technologies Experience March 2007 - July 2010
Job Director, eBusiness Strategy & Execution
Industry Insurance
Experience
Travelers April 2014 - Present
RBC Capital Markets September 2012 - April 2014
Credit Suisse March 2012 - September 2012
Standard & Poor's September 2011 - March 2012
Fiserv August 2010 - September 2011
SS&C Technologies March 2007 - July 2010
UBS Wealth Management January 2005 - December 2006
Skills
PMO, Investment Banking, SDLC, Trading Systems, Project Delivery, Project Portfolio..., Business Analysis, Derivatives, Risk Management, Fixed Income, Capital Markets, Program Management, Software Project..., PMP, Portfolio Management, Equities, Vendor Management, Market Data, Financial Modeling, Stakeholder Management, Business Strategy, Financial Services, IT Strategy, Agile Project Management, Requirements Gathering, Business Requirements, Governance
Education
The University of Connecticut
Travelers April 2014 - Present
RBC Capital Markets September 2012 - April 2014
Credit Suisse March 2012 - September 2012
Standard & Poor's September 2011 - March 2012
Fiserv August 2010 - September 2011
SS&C Technologies March 2007 - July 2010
UBS Wealth Management January 2005 - December 2006
Skills
PMO, Investment Banking, SDLC, Trading Systems, Project Delivery, Project Portfolio..., Business Analysis, Derivatives, Risk Management, Fixed Income, Capital Markets, Program Management, Software Project..., PMP, Portfolio Management, Equities, Vendor Management, Market Data, Financial Modeling, Stakeholder Management, Business Strategy, Financial Services, IT Strategy, Agile Project Management, Requirements Gathering, Business Requirements, Governance
Education
The University of Connecticut
Larry Gao's SS&C Technologies Experience August 2013 - Present
Job Software Engineer
Industry Computer Software
Experience
SS&C Technologies August 2013 - Present
Vectren Corporation November 2012 - July 2013
Bentley Systems April 2002 - November 2012
Hyseq 2000 - 2001
Skills
Software Development, Software Engineering, C#, SQL, Java, Programming, Python, C, .NET, Agile Methodologies, C++, XML, Fortran, HTML, jQuery, Microsoft SQL Server, Oracle PL/SQL...
Education
University of Minnesota-Twin Cities 1996 — 2000
Master of Science (MS), Computer Engineering
University of Minnesota-Twin Cities 1996 — 2000
Master of Science (MS), Civil Engineering
Tsinghua University
Bachelor of Science (BS), Engineering Mechanics
SS&C Technologies August 2013 - Present
Vectren Corporation November 2012 - July 2013
Bentley Systems April 2002 - November 2012
Hyseq 2000 - 2001
Skills
Software Development, Software Engineering, C#, SQL, Java, Programming, Python, C, .NET, Agile Methodologies, C++, XML, Fortran, HTML, jQuery, Microsoft SQL Server, Oracle PL/SQL...
Education
University of Minnesota-Twin Cities 1996 — 2000
Master of Science (MS), Computer Engineering
University of Minnesota-Twin Cities 1996 — 2000
Master of Science (MS), Civil Engineering
Tsinghua University
Bachelor of Science (BS), Engineering Mechanics
Aries Yeung's SS&C Technologies Experience April 2015 - Present
Job
Industry Accounting
Experience
SS&C Technologies April 2015 - Present
Capital Analytics II, L.P. May 2005 - April 2015
Skills
Private Equity, Fund Accounting, Financial Accounting, US GAAP, IFRS, Partnerships, Financial Statements, Fund Of Funds, General Ledger, System Conversion
Education
The University of Texas at Dallas 2002 — 2005
Master of Business Administration (M.B.A.), Accounting and Finance, 4.0
SS&C Technologies April 2015 - Present
Capital Analytics II, L.P. May 2005 - April 2015
Skills
Private Equity, Fund Accounting, Financial Accounting, US GAAP, IFRS, Partnerships, Financial Statements, Fund Of Funds, General Ledger, System Conversion
Education
The University of Texas at Dallas 2002 — 2005
Master of Business Administration (M.B.A.), Accounting and Finance, 4.0
AvantCredit
C2FO
GreenSky®
CircleUp
SS&C Technologies, Inc.
Avant Credit
Fundrise
AVANT, LLC