Stone Coast Fund Services
Address: 2 Portland Square, Portland, ME 04101 Phone: (207) 699-2680Category: : : Hours: Place name: : : Website: : : Website: http://www.stone-coast.com/ Category: Investment service Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Stone Coast Fund Services Posting publicly on the Web Write a review Reviews Be the first to review
Stone Coast Fund Services List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Stone Coast Fund Services. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Stone Coast Fund Services Employees
Stone Coast Fund Services May 2015 - Present
The VIA Agency May 2014 - August 2014
Woodlands Country Club March 2011 - June 2014
UD Coolbacks September 2013 - May 2014
Skills
Account Management, Advertising, Social Media, Social Media Marketing, Marketing Communications, Digital Marketing, Facebook, Integrated Marketing, Photoshop, Marketing, Copywriting
Education
University of Dayton 2012 — 2016
Entrepreneurship and Finance, Junior
Falmouth High School 2008 — 2012
Stone Coast Fund Services August 2015 - Present
Cetrulo LLP December 2014 - February 2015
John Hancock Financial Services May 2014 - August 2014
Faneuil Hall Marketplace May 2010 - May 2014
Massachusetts Attorney General's Office December 2013 - February 2014
Massachusetts Trial Court May 2013 - August 2013
Rhode Island Public Defender's Office September 2011 - December 2011
Law Office of Michael F. Mahoney June 2010 - August 2010
Skills
Public Speaking, PowerPoint, Legal Research, Legal Writing, LexisNexis, Legal Issues, Research, Westlaw, Microsoft Office, Corporate Law, Motions, Litigation
Education
Northeastern University School of Law 2012 — 2015
Juris Doctor (J.D.), Corporate, Criminal
Providence College 2008 — 2012
Bachelor's Degree, History, Magna Cum Laude
AmSpec LLC June 2015 - Present
University of Maine October 2014 - May 2015
University of Maine August 2014 - May 2015
Stone Coast Fund Services June 2014 - August 2014
Skills
Finance, Leadership, Marketing, Bloomberg Terminal, Residence Life, Investor Reporting, Tennis Instruction, Athletic Administration, Microsoft Excel, Financial Analysis
Education
University of Maine 2011 — 2015
Finance & Marketing
Stone Coast Fund Services November 2012 - February 2014
Pine Tree Legal Assistance, Inc. March 2012 - May 2012
Social Security Law Group September 2010 - September 2011
Baker Newman Noyes May 2007 - August 2010
GenRe / JHA April 2000 - June 2006
Unum 1998 - 2000
Bank of New England 1989 - 1996
RECOLL Management 1989 - 1996
New England Financial Resources 1988 - 1989
Yankee Bank 1985 - 1987
Skills
Brand Awareness, Marketing Communications, Business Networking, Organization Skills, Collateral, Event Planning, Marketing, Proposal Writing
Education
Boston University 2012 — 2012
Paralegal Certificate
Bentley University 1980 — 1983
BS with Honors, Marketing and Management
Stone Coast Fund Services February 2014 - Present
Farm Credit Services of America May 2013 - December 2013
Geiger June 2013 - August 2013
Elmet Technologies June 2012 - August 2012
Skills
Microsoft Excel, Teamwork, Research, Problem Solving, Customer Service, Microsoft Office, PowerPoint, Microsoft Word, JD Edwards, Word, Leadership, Fund Accounting, Accounting, Account Reconciliation, Budgets, Financial Analysis
Education
University of Maine 2009 — 2013
Bachelor of Science (B.S.), Finance/Accounting
St. Dominic Regional High School 2005 — 2009
Pyramis Global Advisors December 2014 - Present
Stone Coast Fund Services August 2012 - November 2014
The Baupost Group February 2009 - May 2012
Pyramis Global Advisors, Fidelity Investments June 2005 - January 2009
Pyramis Global Advisors, Fidelity Investments November 2000 - June 2005
Pyramis Global Advisors, Fidelity Investments February 1999 - October 2000
Pyramis Global Advisors, Fidelity Investments March 1997 - January 1999
Skills
Client Services, Building Relationships, Reliable, Attention To Detail, Resourceful, Energetic, Organizing, Meeting Deadlines, Account Management, Hedge Funds, Financial Services
Education
University of New Hampshire - Whittemore School of Business and Economics 1992 — 1996
B.A., Public Policy Economics
Great Locations Real Estate, Inc April 2014 - Present
Self Employed May 2012 - Present
Stone Coast Fund Services September 2008 - July 2012
Citi February 2007 - September 2008
Citi March 2006 - February 2007
Liberty Financial Companies November 2000 - August 2001
Investors Bank & Trust September 1999 - November 2000
Skills
Hedge Funds, Process Improvement, Microsoft Excel, Mutual Funds, Project Management, Management, Financial Services, Fund Accounting, Risk Management, Customer Service, Fund Administration, Wellness Coaching, Financial Analysis, Yoga, Microsoft Word, Public Speaking, Auditing, Leadership, Healing, Coaching, Wellness, Lifestyle, Spirituality, Spiritual Counselor, Spiritual Teacher, Holistic Health, Employee Wellness..., Employee Wellness, Lifestyle Coaching, Life Coaching, Nutrition, Nutritional Counseling, Fitness, Personal Development, Meditation, Stress Management, Wellbeing, Stress, Supplements, Leadership Development, Weight, Building Relationships, Health Promotion, Accounting, Time Management, Finance, Marketing, Social Media
Education
Dennis Yarmouth Regional HS
Dickinson College 1995 — 1999
Religion, Eastern Philosophies
Institute for Integrative Nutrition (IIN) 2012 — 2013
Health Coaching, Holistic Health
Stone Coast Fund Services August 2014 - Present
State Street August 2013 - August 2014
Unum September 2011 - August 2013
North Shore Chamber of Commerce September 2010 - December 2010
Roman Catholic Diocese of Maine December 2008 - January 2009
Education
Endicott College 2007 — 2011
Bachelor of Science (B.S.), Business Administration, Financial Management
Cheverus High School 2003 — 2007
Stone Coast Fund Services April 2012 - Present
University of Southern Maine September 2011 - July 2012
G & S Enterprises April 2008 - September 2010
US Felt November 2006 - January 2008
Intermat 2007 - 2007
Intermat 2007 - 2007
Mighty Duct April 2000 - August 2004
Concorde Group September 1998 - June 2001
Data Translation, Inc. 1992 - 1997
Skills
Microsoft Office, Customer Service, Microsoft Excel, QuickBooks, Accounting, Office Management, Administrative..., Leadership, Forecasting, Accounts Payable, Financial Reporting, Training, Sales, Payroll, Analysis, Employee Benefits, Start-ups, Budgets, Cross-functional Team..., Product Management, Marketing, Business Development, Project Management, Marketing Strategy
Education
University of Southern Maine - School of Business 2010 — 2013
BS, Accouting
Northeastern University 1978 — 1991
BSBA, Management
Stanford University
Certificate/AEA Management for Technology
Stone Coast Fund Services May 2015 - Present
Bentley University September 2010 - May 2015
MEMIC May 2014 - September 2014
Integrated Financial Partners April 2013 - February 2014
City Year August 2011 - August 2012
Skills
Tutoring, Statistics, Community Outreach, SPSS, Research, Data Analysis, Public Speaking, Teaching, Higher Education, Nonprofits, Investment Banking, Investments, Banking, Morningstar, Bloomberg, Microsoft Excel, Microsoft Office, Lesson Planning, Literacy, PowerPoint, Stata, Non-profits, Microsoft Word, Event Planning, Grant Writing, Economics, Analytical Skills
Education
Bentley University 2010 — 2015
Bachelor of Science: Economics-Finance, Economics-Finance
Stone Coast Fund Services December 2013 - Present
Atlantic Fund Services June 2008 - September 2013
Citi 2003 - 2008
Forum Financial Group October 2001 - 2003
Skills
Fund Accounting, Account Reconciliation, Portfolio Management
Education
University of Washington 1995 — 1997
Bachelor of Arts (BA), American/United States Studies/Civilization
Santa Rosa Junior College 1992 — 1994
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Stone Coast Fund Services April 2014 - Present
Perrow Audio and Backline May 2010 - September 2013
Urban Farm Fermentory 2013 - 2013
Skills
Hedge Funds, Teamwork
Education
University of Maine 2010 — 2013
Bachelor of Arts (BA), Accounting and Finance, 3.6
Stone Coast Fund Services June 2014 - Present
University of Maine July 2013 - May 2014
University of Maine September 2012 - June 2013
University of Maine May 2012 - August 2012
University of Maine January 2010 - May 2012
University of Maine September 2011 - April 2012
University of Maine August 2011 - April 2012
University of Maine September 2010 - August 2011
Coldwell Banker Residential Brokerage May 2010 - August 2011
University of Maine American Marketing Association September 2009 - January 2011
Skills
Can speak some French, Public Speaking, Proficient in Microsoft..., Field Hockey, Lacrosse, PowerPoint, Social Media, Event Planning, French, Social Networking, Management, Microsoft Excel, Marketing, Market Research, Customer Service, Team Leadership, Blogging, Training, Recruiting, Fundraising, Data Analysis, Project Planning, Microsoft Office
Education
University of Maine 2012 — 2014
Masters of Business Administration, Business Administration and Management, General, Graduated Magna Cum Laude
University of Maine 2008 — 2012
BS, Management & International Business
Edith Cowan University 2011 — 2011
BS, Business Administration
Kennebunk High School 2006 — 2008
Diploma
Stone Coast Fund Services August 2014 - Present
Stone Coast Fund Services September 2013 - August 2014
Sharon Merrill May 2011 - August 2013
Ethos May 2010 - August 2010
Skills
Crisis Communications, Corporate Communications, Internal Communications, Press Releases, Investor Relations, Public Relations, Media Relations, Reputation Management, Speech Writing, Strategy, Newsletters, Integrated Marketing
Education
Emerson College 2009 — 2011
MA, Communication Management
University of California, Davis 2003 — 2008
BA, Communication
Stone Coast Fund Services 2015 - Present
SS&C GlobeOp 2011 - 2015
JPMorgan Chase 2007 - 2011
State Street 2006 - 2007
BISYS HEDGE FUND SERVICES 2005 - 2006
The Turbon Group 2002 - 2004
Education
Gustavus Adolphus College 1999 — 2002
Bachelor of Arts
Lake Forest College 1998 — 1999
Burgundy School of Business
Stone Coast Fund Services June 2015 - Present
Stone Coast Fund Services November 2011 - June 2015
Allen & Company January 2011 - June 2011
SEI Investments 2009 - January 2011
SEI Investments 2008 - 2009
SEI Investments 2007 - 2008
JPMorgan Chase 2005 - 2007
Edward Jones 2003 - 2005
Skills
Equities, Fund Accounting, Hedge Funds, Portfolio Management, Accounting, Account Reconciliation, ETFs, Bloomberg, Fund Administration, Series 7, Series 63, Asset Allocation, Fixed Income, Options, Relationship Management, Corporate Actions, Mutual Funds, Financial Services, Derivatives, Securities, Financial Reporting
Education
Goldey-Beacom College 2006 — 2008
MBA, Financial Management
University of Delaware - Lerner College of Business and Economics 2002 — 2004
Bachelor of Science, Finance
University of New Haven 2000 — 2004
Charter School of Wilmington 1996 — 2000
Stone Coast Fund Services July 2014 - Present
Pace University September 2011 - May 2014
Brookstone October 2011 - September 2013
Skills
Financial Analysis, Mathematics, Microsoft Excel, Stata, Financial Services, Equities, Investments, Portfolio Management, PowerPoint, Accounting, Social Media, Microsoft Office, Public Speaking, Research, Microsoft Word, Teamwork, Time Management
Education
Pace University 2010 — 2014
Bachelor of Arts (B.A.), Mathematics and Economics
Stone Coast Fund Services August 2011 - Present
Learning Centre September 2009 - May 2011
Bangor Savings Bank November 2010 - March 2011
Adhikaar June 2009 - August 2009
Skills
Microsoft Excel, C++, Microsoft SQL Server, Networking
Education
Boston University 2013 — 2015
Master's degree, Computer Information Systems
Husson University 2007 — 2010
BS, Computer Information Systems
Stone Coast Fund Services October 2013 - Present
Stone Coast Fund Services September 2011 - October 2013
Stone Coast Fund Services October 2009 - September 2011
Stone Coast Fund Services June 2007 - September 2009
Citigroup March 2006 - May 2007
Citigroup August 2005 - March 2006
Maine Aviation Corporation April 2004 - September 2005
Berry Dunn McNeil & Parker December 2003 - April 2004
Skills
Hedge Funds, Fund Administration, Alternative Investments, Financial Reporting, Equities, Bloomberg, Fund Accounting, Accounting, Asset Management, Hedge Accounting, Account Reconciliation, Microsoft Excel, Fund Of Funds, Derivatives, Bloomberg Terminal, General Ledger, Fixed Income, Securities, Management, Financial Services, Investments, Reuters 3000, Microsoft Word, Microsoft Office, SSAE 16, SAS70, Onshore Hedge Funds, Offshore Hedge Funds, Management Fee..., Master Feeder Funds, Mini-Master Funds, Series Share Accounting, Series Rollups, Contract Notes, Investor Statements, Relationship Management, Department Management, UAT Coordination, Balance Sheet, Income Statement, Financial Statements, Form PF, Performance Incentive..., High Water Mark, Loss Carry Forwards
Education
St. Joseph's College (ME) 2001 — 2004
Bachelor of Science (B.S.), Accounting
Dana-Farber Cancer Institute September 2015 - Present
Dana-Farber Cancer Institute April 2015 - September 2015
Dana-Farber Cancer Institute March 2014 - April 2015
Community Work Services February 2013 - March 2014
Isaacson, Miller May 2011 - February 2013
SLP (Sogang Language Program) February 2010 - March 2011
PROP People's Regional Opportunity Program August 2008 - May 2009
Stone Coast Fund Services September 2007 - May 2009
Skills
Teaching, Community Development, Editing, Nonprofits, Event Planning, Community Outreach, Grants, Program Development, Volunteer Management, Fundraising, Grant Writing, Career Counseling, Research, Staff Development, Resume Writing
Education
Simmons College - Simmons School of Management 2013 — 2016
Master of Business Administration (MBA)
University of Southern Maine 2007 — 2009
Social Work, Economics
Bethel University 2005 — 2007
Stone Coast Fund Services May 2015 - Present
Stone Coast Fund Services March 2012 - May 2015
Unum June 2009 - March 2012
Iberdrola June 2008 - June 2009
Citi October 2005 - June 2008
IDEXX Laboratories 2005 - 2005
Skills
Accounting, Finance, Variance Analysis, Account Reconciliation, Insurance, Microsoft Excel, Forecasting, Access, Management, Analysis, Financial Analysis
Education
University of Maine 1996 — 1999
BS, Resource Economics and Policy
University of Maine
Stone Coast Fund Services June 2012 - Present
University of Maine August 2008 - May 2012
Morgan Stanley Smith Barney September 2010 - August 2011
TD Bank Group July 2009 - August 2010
County Federal Credit Union June 2008 - June 2009
Skills
Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Portfolio Management, Investments, Access, Analysis, Mutual Funds, Hedge Funds, Financial Analysis, Financial Services, Accounting, Finance
Education
University of Maine 2008 — 2012
Bachelor of Science, Business Finance
Presque Isle High School 2004 — 2008
High School Diploma
L.L.Bean January 2015 - Present
Unum August 2014 - December 2014
Stone Coast Fund Services June 2012 - June 2014
Providence Equity Partners LLC October 2008 - May 2011
Cambridge Associates LLC June 2006 - October 2008
Skills
HR Policies, Talent Management, Deferred Compensation, Performance Management, Sourcing, Taleo, Interviews
Education
Colby-Sawyer College 2002 — 2006
Bachelor of Science (B.S.), Business Administration
Stone Coast Fund Services February 2015 - Present
Herb Connolly Acura of Framingham October 2013 - November 2014
99 Restaurant & Pub March 2009 - October 2013
Mary Kay Inc. December 2008 - August 2011
Skills
Finance, Leadership, Sales, Financial Analysis, Investments, Microsoft Excel, Management, Budgets, Analysis, Financial Modeling, Portfolio Management, Forecasting, Customer Service, Strategic Financial..., Economics, Public Speaking, PowerPoint, Business Strategy, Communication, Strategy, Microsoft Office, Financial Planning, Microsoft Word, Accounting, Fund Accounting
Education
University of Maine 2015 — 2017
Master of Business Administration (MBA), Business Administration
University of Maine 2009 — 2013
Bachelor of Business Administration (BBA), Finance, International Business, 3.4
Universitat Autònoma de Barcelona, Barcelona, Spain 2011 — 2011
Semester abroad, International Business, Spanish, 4.0
Spok, Inc. July 2012 - Present
PROPEL July 2010 - July 2012
Stone Coast Fund Services November 2009 - July 2012
University of Maine September 2008 - May 2009
Eastern Maine Medical Center July 2005 - June 2008
Michele Stapleton Photography September 2001 - October 2007
University of Maine February 1996 - May 2000
Skills
Management, Project Management, Training, Public Speaking, Marketing Strategy, Microsoft Office, Customer Service, Public Relations, Teamwork, Leadership, Marketing, Time Management, Graphic Design, Problem Solving, Research, Business Strategy, Microsoft Excel, Social Media, Editing, Team Leadership, Photography, Team Building, Strategic Planning, Media Relations, Process Improvement, Budgets, Writing, Event Planning, Sales, PowerPoint, Photoshop, Teaching, Business Analysis, Social Networking, Analysis, Financial Analysis, Social Media Marketing, Healthcare, Illustrator, Newsletters, Data Analysis, Marketing Communications, Market Research, Content Development, Content Writing
Education
University of Maine 2007 — 2009
MBA, Finance
University of Maine 2001 — 2005
Master's Degree, Landscape Horticulture
University of Maine 1995 — 2000
Bachelor of Arts (BA), Fine and Studio Arts
University of Maine 1995 — 2000
Bachelor of Science (BS), Landscape Horticulture
Stone Coast Fund Services July 2014 - Present
AdvancePierre Foods May 2013 - June 2014
The Job Store Staffing September 2011 - April 2013
The Job Store Staffing June 2011 - September 2011
MoneyGram Payment Systems Spain February 2011 - June 2011
MoneyGram Payment Systems Spain November 2009 - February 2011
Skills
Recruiting, Staff Management, Human Resources, Supervisory Experience, Foreign Languages, Problem Solving, Time Management, Goal Oriented, Staffing Services, Temporary Staffing, Leadership, Hiring, Team Building, Microsoft Word, Employee Benefits, Temporary Placement, Process Improvement, Microsoft Excel, Customer Service, Policy, Management, Employee Relations, Teamwork, Customer Satisfaction
Education
University of Cincinnati 2007 — 2012
Bachelor's in Business Administration, Finance
Ursuline High School 2006 — 2007
High School Diploma
Stone Coast Fund Services September 2011 - Present
Gravity Financial October 2009 - September 2011
Citi February 2008 - October 2009
Citi December 2005 - September 2007
Skills
Bloomberg Terminal, Advent, Total Return, Eagle PACE, Microsoft Office, Project Management, Team Leadership, Team Building, Cross-functional Team..., Hedge Funds, Financial Services, Equities, Fund Administration, Fund Accounting
Education
Suffolk University - Sawyer Business School 2002 — 2005
Bachelor of Science, Business Administration and Management, General
Bryant University 1997 — 1999
Business Administration and Management, General
Stone Coast Fund Services October 2012 - March 2014
Partners Capital LLP 2008 - 2012
Lee Munder Capital Group December 2006 - September 2008
Investors Bank & Trust September 2005 - December 2006
Skills
Financial Modeling, Portfolio Management, Financial Analysis, Investments, Hedge Funds, Asset Management, Equities, Mutual Funds, Alternative Investments, Fixed Income, Bloomberg, Valuation, Private Equity, Due Diligence, Financial Services, Securities, Risk Management, Corporate Finance, Accounting, Capital Markets, Strategic Financial..., Financial Reporting, Venture Capital, Fund Of Funds
Education
Babson College 2000 — 2005
Bachelor of Science (BS), Business Administration and Management, General
Stone Coast Fund Services November 2013 - Present
Stone Coast Fund Services May 2011 - Present
Concordia University September 2009 - May 2011
Stone Coast Fund Services October 2007 - September 2010
State Street Corp August 2005 - August 2007
Skills
Fund Accounting, Financial Reporting, Mutual Funds, Fund Administration, Bloomberg Terminal, Risk Management, Equities, Hedge Funds, Bloomberg, Alternative Investments, Corporate Actions, Derivatives, Investments, Fixed Income, Asset Managment, Securities
Education
Concordia University 2009 — 2011
MBA
University of Maine 2001 — 2005
B.S., Business Administration
Stone Coast Fund Services January 2015 - Present
TD October 2013 - January 2015
Wasabi Ventures, LLC January 2013 - May 2013
TD July 2012 - August 2012
AAA Northern New England June 2010 - July 2012
Cheverus High School December 2005 - March 2009
Skills
Microsoft Excel, Microsoft Office 2007, Time Management, Analysis, Management, Budgets, Leadership
Education
Loyola University 2009 — 2013
Bachelor of Business Administration, Finance; Finance
University of Auckland 2011 — 2011
Cheverus High School 2005 — 2009
High School Diploma
Stone Coast Fund Services January 2014 - Present
JPMorgan Chase January 2013 - December 2013
State Street January 2010 - December 2012
State Street January 2007 - December 2009
Fidelity Investments January 2006 - December 2006
Putnam Investments January 2005 - December 2005
Skills
Hedge Funds, Alternative Investments, Project Management, Strategic Planning, GAAP, Financial Reporting, Management, US GAAP, Private Equity, Microsoft Excel, Fund Accounting
Education
University of Massachusetts at Lowell
Bachelor's degree, Marketing and Finance
North Reading High School
Stone Coast Fund Services November 2013 - Present
Bernstein Shur May 2013 - November 2013
Universidad de los Andes August 2012 - December 2012
Duoc UC March 2010 - December 2012
Skills
Litigation, Commercial Litigation, Civil Litigation, Legal Research, Legal Writing, Corporate Law, Trials, Appeals, Trial Practice, Courts
Education
University of Maine School of Law 2001 — 2004
Doctor of Law (JD)
Cornell University 1996 — 1998
BA, Anthropology
Stone Coast Fund Services May 2012 - Present
Port City Photo Booth February 2012 - Present
Brown Brothers Harriman April 2011 - May 2012
Brown Brothers Harriman April 2008 - April 2011
State Street Bank August 2007 - April 2008
Investors Bank & Trust April 2006 - August 2007
Skills
Leading Cross..., Requirements Gathering, Business Requirements, Software Requirements, Product Support, Troubleshooting, Requirements Analysis, Customer Service, Able To Multi-task, Project Implementation, Software Project..., Documentation, Cross-functional Team..., Leadership, Software Development, Software Documentation, Management, Business Analysis, Process Improvement
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2008
MBA
University of Vermont 2000 — 2004
B.S., Business Administration
Stone Coast Fund Services January 2013 - Present
TD Wealth Management November 1994 - January 2012
Education
University of Maine 1976 — 1980
BA, Political Science
Georgetown University 1980 — 1981
Certification, Paralegal Studies
Stone Coast Fund Services February 2008 - Present
Education
Bryant University 1991 — 1995
Stone Coast Fund Services October 2008 - Present
Citi August 2007 - August 2008
Bisys Hedge Fund Services October 2004 - July 2007
State Street June 2003 - October 2004
Skills
Equities, Hedge Funds, Fund Accounting, Fund Administration, Alternative Investments, Derivatives, Bonds, Fund Of Funds, SSAE 16, Investments, Mutual Funds, Financial Services, Accounting, Management, Securities, Fixed Income
Education
Providence College
Bachelor of Arts (B.A.), Economics
Stone Coast Fund Services June 2014 - June 2015
TD Bank August 2006 - June 2014
March of Dimes 2002 - January 2011
TD Banknorth September 2006 - November 2009
Seligman Data Corp September 2002 - July 2006
Lincoln Financial Group June 1996 - September 2002
Skills
Risk Management, Business Continuity..., Business Continuity, Disaster Recovery, Risk Assessment, Team Leadership, Crisis Management, Coaching, Security, Information Security, Vendor Management, IT Strategy, Governance, Program Management, Enterprise Risk..., SDLC, Business Analysis, Information Technology, Banking, IT Management, Financial Services, Financial Risk, Business Process..., Operational Risk...
Education
University of Southern Maine 1992 — 1995
History, Political Science
Roanoke College 1989 — 1990
Dale Carnegie
Fitchburg State University
Stone Coast Fund Services January 2008 - Present
Morgan Stanley January 2007 - February 2008
Citi March 2006 - December 2007
Skills
Hedge Funds, Equities, Fund Accounting, Fund Administration, Financial Services, Alternative Investments, Mutual Funds, Portfolio Management, Fixed Income, Customer Service, Bloomberg Terminal, Process Improvement, Risk Management, Financial Analysis, Financial Reporting, Bloomberg, Asset Management, Derivatives, Accounting, Account Reconciliation
Education
Duke University 1995 — 1999
Bachelor of Arts (BA), Economics
Gorham High School
Stone Coast Fund Services December 2013 - Present
JPMorgan January 2009 - December 2013
Skills
Management, Leadership, Financial Analysis, Investments, Fixed Income, Equities, Financial Services, Securities, Microsoft Excel, Alternative Investments, Business Analysis, Hedge Funds
Education
Hobart and William Smith Colleges 1994 — 1998
Westminster
Stone Coast Fund Services February 2013 - Present
Stone Coast Fund Services August 2012 - January 2013
Stone Coast Fund Services January 2011 - August 2012
Unitil Service Corp. August 2010 - December 2010
Unum June 2010 - August 2010
Iberdrola USA Management Corporation August 2007 - June 2010
Utility Shared Services Corporation August 2005 - August 2007
Citi Group 2001 - 2005
Forum Financial Group 2001 - 2005
Skills
Fund Accounting, Process Improvement, Account Reconciliation, Microsoft Excel, Accounting, Fund Administration, Hedge Funds, Corporate Finance, Equities, Financial Reporting, Bloomberg Terminal, Financial Analysis, Financial Services, Alternative Investments, Finance
Education
Husson University 2012 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
Husson College 2007 — 2010
Masters of Science, Business
University of Maine 1990 — 1995
Bachelor's degree, Education
Stone Coast Fund Services December 2014 - Present
Citi Hedge Fund Services August 2003 - November 2014
Putnam Investments 1993 - 2003
Education
College of Financial Planning 2009 — 2012
Master of Science, Financial Planning
Bentley University 1995 — 1996
Certificate Program, Pension and Employee Benefits Program
New England College 1985 — 1989
Bachelor of Arts, Marketing
Stone Coast Fund Services January 2008 - Present
Citibank 2007 - 2007
Wellington Management 2004 - 2007
Investors Bank & Trust 2001 - 2004
Forum Financial Group 1997 - 2001
Education
Southern New Hampshire University 1993 — 1997
Lawrence High School
Stone Coast Fund Services 2015 - Present
Prudential Financial 2009 - 2015
Citi Group 2000 - 2008
Skills
Financial Services, Mutual Funds, Alternative Investments, Financial Analysis, Investments, Risk Management, Equities, Relationship Management, Process Improvement, Hedge Funds, Disability Insurance, Leave of Absence..., Business Analysis, Vendor Management, Securities, Employee Benefits, Insurance
Education
Husson University
Associate of Science (A.S.), Business Administration and Management, General
Stone Coast Fund Services April 2010 - Present
TD Bank August 2003 - May 2010
Forum Financial November 1998 - August 2003
State Street October 1997 - November 1998
Skills
Training, Mutual Funds, Fund Accounting, Equities, Corporate Actions, Accounting, Valuation
Education
Saint Anselm College 1993 — 1997
Stone Coast Fund Services March 2008 - Present
Stone Coast Fund Services March 2008 - Present
Citigroup October 2005 - March 2008
Citigroup September 2004 - October 2005
Forum Financial Group June 2001 - September 2004
Forum Financial Group August 1999 - June 2001
Skills
Fund Administration, Hedge Funds, Equities, Fund Accounting, Financial Services, Accounting, Financial Reporting, Mutual Funds, Tax
Education
University of Maine at Augusta 1994 — 1998
Bachelor of Business Administration (BBA), Accounting and Finance
University of Maine 1992 — 1998
Stone Coast Fund Services April 2014 - Present
Lockheed Martin August 2006 - August 2012
Northrop Grumman August 2003 - November 2005
Skills
Software Engineering, Software Development, Software Design, C++, C, Java, C#, SQL, JavaScript, Systems Engineering, Matlab, System Architecture, Unix, Agile Methodologies, ASP.NET, MVC, CSS, Bootstrap, jQuery, jQuery UI, Microsoft SQL Server, SQL Server Management..., Database Engine Tuning..., IIS, TFS, AJAX, Configuration Management, SDLC, SSRS
Education
Temple University 2007 — 2010
MBA
Temple University - Fox School of Business and Management 2007 — 2010
MBA
Rensselaer Polytechnic Institute 1999 — 2002
BS, CSE and CS
Stone Coast Fund Services September 2015 - Present
Dead River Company June 2015 - September 2015
Philips Healthcare October 2012 - March 2015
Innovatia May 2011 - July 2012
Measured Progress October 2008 - April 2011
Alcatel-Lucent May 1995 - October 2008
Prentice Hall January 2002 - February 2002
Alcatel-Lucent July 1997 - July 1999
Skills
FrameMaker, Technical Writing, Online Help, RoboHelp, Information Mapping, Adobe Acrobat, Technical Documentation, SnagIt, Microsoft Word, XML, Single Sourcing, Editing, Structured Authoring, Dreamweaver, Manuals, DITA, Guides, HTML, Windows, Web Design, MadCap Flare, Captivate, Technical Training, Technical Communication, Arbortext, XMetal, PowerPoint, Photoshop, Microsoft Office, Excel, Linux, SGML, Adobe Creative Suite, Microsoft Excel, Full SDLC, SQL, Illustrator, InDesign, Database Design, Unix, Mac OS, BSD, Word, CSS, Outlook, MySQL, Mac, Telecommunications, Digital Photography, photo
Education
University of Massachusetts, Amherst 1991 — 1995
BA, English, Professional Writing and Technical Communication
Stone Coast Fund Services September 2014 - Present
Pomroy Design Group, LLC August 2012 - Present
Procom (for TD Bank, N.A) July 2010 - August 2012
Northcross Group (for TD Bank, NA) February 2007 - June 2010
xwave (for State of Maine DHHS) May 2006 - January 2007
DayOp of North Nassau, Inc. June 1999 - May 2006
Skills
Project Management, Software Implementation, Compliance..., Business Analysis, Systems Analysis, Primavera P6, SDLC, Adobe, webMethods, FIS, Photoshop Elements, Access, Visio, Requirements Gathering, Business Requirements, Requirements Analysis, PMO, Business Process, Oracle, Business Process..., Process Improvement, SSRS, Project Delivery, Consulting, Testing, System Deployment, Quality Assurance
Education
Hofstra University 1997 — 1999
Finance and Economics
Nassau Community College 1995 — 1997
Business Administration and Computer Sciences
Chaminade High School 1991 — 1995
Stone Coast Fund Services December 2013 - Present
The Bank of New York June 2008 - December 2013
Skills
Financial Analysis, Risk Management, Bloomberg, Auditing, Accounting
Education
Boston University 2009 — 2012
MS, Banking and Financial Management
Stonehill College 2004 — 2008
BA, Finance/Economics
Stone Coast Fund Services July 2013 - Present
State of Maine May 2013 - June 2013
Atlantic Fund Administration, LLC July 2008 - April 2013
Citi September 1995 - June 2008
Citigroup 2003 - 2008
State of Maine September 1994 - August 1995
TD Bank February 1991 - January 1995
Skills
Process Improvement, Financial Services, Fund Accounting, Hedge Funds, Mutual Funds, Fund Administration, Equities, Alternative Investments, Financial Analysis, Asset Management, Accounting, Fixed Income, Securities, Investments, Risk Management
Education
Thomas College 1991 — 1995
Stone Coast Fund Services June 2015 - Present
Maine Medical Center October 2014 - June 2015
Coolcore January 2014 - November 2014
The MENTOR Network January 2013 - November 2013
National Government Services May 2009 - January 2013
Flue Gas Solutions January 2008 - January 2009
Skills
Account Reconciliation, Cash Flow, Accounts Payable, Analysis, Financial Statements, Finance, Auditing, Sarbanes-Oxley Act, GAAP, Variance Analysis, General Ledger, Cost Accounting, Internal Controls, Financial Reporting
Education
Saint Joseph's College 2003 — 2007
Bachelor of Science, Business Administration: Finance
Southern New Hampshire University
Master of Business Administration (M.B.A.)
Stone Coast Fund Services November 2012 - Present
Geiger Brothers March 2009 - September 2010
OneBeacon Insurance June 2007 - March 2009
Citigroup Fund Services October 2004 - June 2007
Citigroup Fund Services June 2004 - October 2004
Forum Financial Group September 2000 - March 2003
Skills
Leadership, Microsoft Office, Analysis, Marketing, Customer Service, Finance, Portfolio Management, Accounting, Mutual Funds, Bloomberg, Financial Services
Education
Hobart and William Smith Colleges 1995 — 1999
BA, Mathematics
Jagiellonian University
Stone Coast Fund Services September 2014 - Present
Penobscot Community Health Care June 2014 - November 2014
Penobscot Community Health Care August 2013 - June 2014
Penobscot community Health Care April 2013 - August 2013
Student Portfolio Investment Fund June 2012 - May 2013
Penobscot Community Health Care September 2012 - April 2013
Penobscot Community Health Care October 2011 - September 2012
Student Portfolio Investment Fund June 2011 - May 2012
Penobscot Community Health Care August 2011 - October 2011
Penobscot Community Health Care June 2010 - September 2011
Skills
Financial Analysis, Finance, Microsoft Excel, Leadership, Website Development, Collections, Derivatives, Accounting, Data Analysis, Management, Public Speaking, Microsoft Dynamics, MS Excel Pivot Tables, Visual Basic, Alternative Investments, PowerPoint, Analysis, Microsoft Word, Account Reconciliation, Investments, Financial Reporting, Teamwork
Education
Southern New Hampshire University 2015 — 2017
Master's degree, Data Analytics, 4.0
University of Maine 2009 — 2013
Bachelors of Science, Finance, 3.7
Nokomis Regional High 2005 — 2009
Stone Coast Fund Services January 2015 - Present
Skills
Securities Regulation, Hedge Funds, FINRA, Mutual Funds, Legal Writing, Due Diligence, Investments, Corporate Governance, Legal Research, Alternative Investments, Litigation, Investment Management, Corporate Law
Education
Suffolk Law School 2006 — 2009
JD
Connecticut College 1999 — 2003
BA, American Studies
NEPC, LLC January 2015 - Present
Stone Coast Fund Services June 2013 - December 2014
Allen Insurance and Financial May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, Insurance, Customer Service, Microsoft Office, Finance, Hedge Funds, Alternative Investments
Education
University of Maine
Bachelor of Science (BS), Finance, Cum Laude
Stone Coast Fund Services January 2015 - Present
Skills
Analysis, Underwriting, Microsoft Office, Microsoft Excel, Insurance, Workers Compensation, PowerPoint, Microsoft Word, Customer Service, Outlook, Data Analysis, Financial Analysis
Education
Bentley University 2009 — 2013
Bachelor of Science (BS) Finance, Minor in Management
Stone Coast Fund Services 2014 - Present
Welch Capital, LLC 2011 - 2013
SS&C GlobeOp 2003 - 2011
T. Rowe Price & Associates 1999 - 2003
Skills
Fund Accounting, Fund Administration, Hedge Funds, Fund Of Funds, Mutual Funds, Microsoft Office, Microsoft Excel, VBA, Financial Analysis, Financial Modeling, Bloomberg Terminal, MBA, CPA, Accounting, Investments
Education
The University of Connecticut School of Business 2008 — 2011
Master of Business Administration (MBA), Finance, General
University of Delaware 1996 — 1998
Bachelor of Science (BS), Accounting