Stone Coast Fund Services

Description

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

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Stone Coast Fund Services Employees

Employee
Years
Job
Industry
Matthew Packard Matthew Packard Falmouth, Maine Details
Matthew Packard's Stone Coast Fund Services Experience May 2015 - Present
Job Investor Services Intern at Stone Coast Fund Services
Industry Marketing and Advertising
Experience
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

Timothy Bergeron Timothy Bergeron Somerville, Massachusetts Details
Timothy Bergeron's Stone Coast Fund Services Experience August 2015 - Present
Job Compliance Specialist at Stone Coast Fund Services
Industry Law Practice
Experience
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

Taylor Dimick Taylor Dimick United States Details
Taylor Dimick's Stone Coast Fund Services Experience June 2014 - August 2014
Job Resident Assistant at University of Maine
Industry Capital Markets
Experience
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

Perry St. Louis Perry St. Louis Portsmouth, New Hampshire Details
Perry St. Louis's Stone Coast Fund Services Experience November 2012 - February 2014
Job Long Term Disability Analyst at Sun Life Financial
Industry Insurance
Experience
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

Casey Parker Casey Parker Portland, Maine Details
Casey Parker's Stone Coast Fund Services Experience February 2014 - Present
Job Hedge fund administrator at Stone Coast Fund Services
Industry Financial Services
Experience
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

Derek Romano Derek Romano Merrimack, New Hampshire Details
Derek Romano's Stone Coast Fund Services Experience August 2012 - November 2014
Job Senior Account Executive, International Accounts
Industry Financial Services
Experience
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

Larissa Leigh Haynes Larissa Leigh Haynes Brewster, Massachusetts Details
Larissa Leigh Haynes's Stone Coast Fund Services Experience September 2008 - July 2012
Job Sales Manager VP at Great Locations Real Estate, Inc
Industry Real Estate
Experience
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

Patrick Nee Patrick Nee Greater Boston Area Details
Patrick Nee's Stone Coast Fund Services Experience August 2014 - Present
Job Hedge Fund Administrator at Stone Coast Fund Services
Industry Financial Services
Experience
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

Kim Gray-Joyal Kim Gray-Joyal Portland, Maine Area Details
Kim Gray-Joyal's Stone Coast Fund Services Experience April 2012 - Present
Job Administration Manager at Stone Coast Fund Services
Industry Financial Services
Experience
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

Travis Vigneault Travis Vigneault Waltham, Massachusetts Details
Travis Vigneault's Stone Coast Fund Services Experience May 2015 - Present
Job Investor Services Representative at Stone Coast Fund Services
Industry Financial Services
Experience
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

Patricia Fields Patricia Fields Portland, Maine Area Details
Patricia Fields's Stone Coast Fund Services Experience December 2013 - Present
Job Account Manager at Stone Coast Fund Services
Industry Financial Services
Experience
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

Ryan Fellows Ryan Fellows Portland, Maine Details
Ryan Fellows's Stone Coast Fund Services Experience April 2014 - Present
Job Hedge Fund Administrator at Stone Coast Fund Services
Industry Financial Services
Experience
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

Katherine Deegan Katherine Deegan Portland, Maine Area Details
Katherine Deegan's Stone Coast Fund Services Experience June 2014 - Present
Job Investor Services Representative at Stone Coast Fund Services
Industry Financial Services
Experience
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

Gillian Suslow Gillian Suslow Portland, Maine Area Details
Gillian Suslow's Stone Coast Fund Services Experience August 2014 - Present
Job Investor Services Manager
Industry Financial Services
Experience
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

Michael J Formas Michael J Formas Portland, Maine Area Details
Michael J Formas's Stone Coast Fund Services Experience 2015 - Present
Job Account Manager at Stone Coast Fund Services
Industry Financial Services
Experience
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

Michel Manuel Michel Manuel Portland, Maine Area Details
Michel Manuel's Stone Coast Fund Services Experience June 2015 - Present
Job Account Manager at Stone Coast Fund Services
Industry Financial Services
Experience
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

Aileen Gregory Aileen Gregory Portland, Maine Area Details
Aileen Gregory's Stone Coast Fund Services Experience July 2014 - Present
Job Hedge Fund Administrator at Stone Coast Fund Services
Industry Financial Services
Experience
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

Abhinav Adhikary Abhinav Adhikary Portland, Maine Details
Abhinav Adhikary's Stone Coast Fund Services Experience August 2011 - Present
Job Junior Computer Programmer
Industry Information Technology and Services
Experience
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

Jennifer Lidback Jennifer Lidback Portland, Maine Details
Jennifer Lidback's Stone Coast Fund Services Experience October 2013 - Present
Job Unit Manager at Stone Coast Fund Services, LLC
Industry Financial Services
Experience
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

Paige Tobie Paige Tobie Boston, Massachusetts Details
Paige Tobie's Stone Coast Fund Services Experience September 2007 - May 2009
Job Manager of Disease Center Operations at DanaFarber Cancer Institute
Industry Nonprofit Organization Management
Experience
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

Andra Patch Andra Patch Portland, Maine Area Details
Andra Patch's Stone Coast Fund Services Experience May 2015 - Present
Job Group Manager at Stone Coast Fund Services
Industry Financial Services
Experience
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

Caroline Palmatier Caroline Palmatier Portland, Maine Details
Caroline Palmatier's Stone Coast Fund Services Experience June 2012 - Present
Job Account Manager at Stone Coast Fund Services
Industry Financial Services
Experience
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

Paige Lever Paige Lever Portland, Maine Details
Paige Lever's Stone Coast Fund Services Experience June 2012 - June 2014
Job Contract Recruiter at L.L.Bean
Industry Financial Services
Experience
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

Kimberly Fiore Kimberly Fiore Portland, Maine Area Details
Kimberly Fiore's Stone Coast Fund Services Experience February 2015 - Present
Job Hedge Fund Accountant at Stone Coast Fund Services
Industry Financial Services
Experience
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

Cristin O'Brien Cristin O'Brien Greater Minneapolis-St. Paul Area Details
Cristin O'Brien's Stone Coast Fund Services Experience November 2009 - July 2012
Job Content Marketing and Branding Strategist; Writer Extraordinaire
Industry Hospital & Health Care
Experience
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

Patrick Mejia Patrick Mejia Portland, Maine Details
Patrick Mejia's Stone Coast Fund Services Experience July 2014 - Present
Job Human Resources Generalist at Stone Coast Fund Services
Industry Financial Services
Experience
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

Thomas Sawyer Thomas Sawyer Saco, Maine Details
Thomas Sawyer's Stone Coast Fund Services Experience September 2011 - Present
Job Group Manager at Stone Coast Fund Services
Industry Financial Services
Experience
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

Nicholas Richio Nicholas Richio Portland, Maine Details
Nicholas Richio's Stone Coast Fund Services Experience October 2012 - March 2014
Job Financial Services Professional
Industry Financial Services
Experience
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

Seth Keller, MBA Seth Keller, MBA Portland, Maine Area Details
Seth Keller, MBA's Stone Coast Fund Services Experience November 2013 - Present
Job Group Manager Fund Accounting at Stone Coast Fund Services
Industry Financial Services
Experience
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

Thomas Higgins Thomas Higgins Portland, Maine Area Details
Thomas Higgins's Stone Coast Fund Services Experience January 2015 - Present
Job Hedge Fund Accountant at Stone Coast Fund Services
Industry Financial Services
Experience
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

Robert Verrico Robert Verrico Portland, Maine Details
Robert Verrico's Stone Coast Fund Services Experience January 2014 - Present
Job Financial Reporting Manager Stone Coast Fund Services, LLC
Industry Financial Services
Experience
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

Kenyon Shubert Kenyon Shubert Portland, Maine Details
Kenyon Shubert's Stone Coast Fund Services Experience November 2013 - Present
Job Attorney
Industry Law Practice
Experience
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

Dave Gilligan Dave Gilligan Portland, Maine Area Details
Dave Gilligan's Stone Coast Fund Services Experience May 2012 - Present
Job CoOwner at Port City Photo Booth
Industry Financial Services
Experience
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

Patricia Smus Patricia Smus Portland, Maine Area Details
Patricia Smus's Stone Coast Fund Services Experience January 2013 - Present
Job Cash Services Specialist at Stone Coast Fund Services
Industry Investment Management
Experience
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

Neal Gammon Neal Gammon Portland, Maine Area Details
Neal Gammon's Stone Coast Fund Services Experience February 2008 - Present
Job Hedge Fund Accountant
Industry Financial Services
Experience
Stone Coast Fund Services   February 2008 - Present

Education
Bryant University   1991 — 1995

Kerin (McDonough) Mackechnie Kerin (McDonough) Mackechnie Portland, Maine Area Details
Kerin (McDonough) Mackechnie's Stone Coast Fund Services Experience October 2008 - Present
Job Group Manager
Industry Financial Services
Experience
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

Byron Bartlett Byron Bartlett Portland, Maine Area Details
Byron Bartlett's Stone Coast Fund Services Experience June 2014 - June 2015
Job Risk Management and Business Continuity Specialist at Stone Coast Fund Services
Industry Financial Services
Experience
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

Mike Caiazzo Mike Caiazzo Portland, Maine Area Details
Mike Caiazzo's Stone Coast Fund Services Experience January 2008 - Present
Job Account Manager at Stone Coast Fund Services
Industry Accounting
Experience
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

Bart Scott Bart Scott Greater Boston Area Details
Bart Scott's Stone Coast Fund Services Experience December 2013 - Present
Job Senior Business Analyst at Stone Coast Fund Services
Industry Accounting
Experience
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

Jon Haskins Jon Haskins Portland, Maine Area Details
Jon Haskins's Stone Coast Fund Services Experience February 2013 - Present
Job Business Analyst at Stone Coast Fund Services
Industry Financial Services
Experience
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

Liam McMakin Liam McMakin Boston, Massachusetts Details
Liam McMakin's Stone Coast Fund Services Experience December 2014 - Present
Job Senior Manager at Stone Coast Fund Services
Industry Financial Services
Experience
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

Bill Jorgensen Bill Jorgensen Portland, Maine Area Details
Bill Jorgensen's Stone Coast Fund Services Experience January 2008 - Present
Job Account Manager at Stone Coast Fund Services
Industry Financial Services
Experience
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

Dan Engelhardt Dan Engelhardt Portland, Maine Area Details
Dan Engelhardt's Stone Coast Fund Services Experience 2015 - Present
Job Investor Services Representative at Stone Coast Fund Services
Industry Financial Services
Experience
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

Brian Keddy Brian Keddy Portland, Maine Area Details
Brian Keddy's Stone Coast Fund Services Experience April 2010 - Present
Job Account Manager at Stone Coast Fund Services
Industry Financial Services
Experience
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

Jeff Larochelle Jeff Larochelle Portland, Maine Area Details
Jeff Larochelle's Stone Coast Fund Services Experience March 2008 - Present
Job Account Manager/Tax Manager at Stone Coast Fund Services
Industry Financial Services
Experience
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

Eric Steed Eric Steed Portland, Maine Area Details
Eric Steed's Stone Coast Fund Services Experience April 2014 - Present
Job Senior Software Engineer at Stone Coast Fund Services
Industry Information Technology and Services
Experience
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

Allan Brumer Allan Brumer Biddeford, Maine Details
Allan Brumer's Stone Coast Fund Services Experience September 2015 - Present
Job IT Documentation & Procedures Writer at Stone Coast Fund Services
Industry Writing and Editing
Experience
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

Robert (Bob) Kutch Robert (Bob) Kutch Portland, Maine Area Details
Robert (Bob) Kutch's Stone Coast Fund Services Experience September 2014 - Present
Job Business Systems Analyst
Industry Information Technology and Services
Experience
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

Laura Tyson Laura Tyson Portland, Maine Area Details
Laura Tyson's Stone Coast Fund Services Experience December 2013 - Present
Job Investor Services Group Manager
Industry Financial Services
Experience
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

Joshua LaPan Joshua LaPan Lewiston/Auburn, Maine Area Details
Joshua LaPan's Stone Coast Fund Services Experience July 2013 - Present
Job Account Manager at Stone Coast Fund Services
Industry Investment Management
Experience
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

Jeremy Ackroyd Jeremy Ackroyd Portland, Maine Area Details
Jeremy Ackroyd's Stone Coast Fund Services Experience June 2015 - Present
Job Hedge Fund Accountant at Stone Coast Fund Services
Industry Investment Management
Experience
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.)

Kathleen Petrie Kathleen Petrie Bowdoinham, Maine Details
Kathleen Petrie's Stone Coast Fund Services Experience November 2012 - Present
Job Group Manager Data Services at Stone Coast Fund Services
Industry Financial Services
Experience
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

Justin Kezer Justin Kezer Portland, Maine Area Details
Justin Kezer's Stone Coast Fund Services Experience September 2014 - Present
Job Accountant
Industry Accounting
Experience
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

Eleni C. (Eleni Kotsonis) Richardson Eleni C. (Eleni Kotsonis) Richardson Portland, Maine Area Details
Eleni C. (Eleni Kotsonis) Richardson's Stone Coast Fund Services Experience January 2015 - Present
Job at Stone Coast Fund Services
Industry Financial Services
Experience
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

Christian Pieri Christian Pieri Boston, Massachusetts Details
Christian Pieri's Stone Coast Fund Services Experience June 2013 - December 2014
Job Hedge Fund Analyst at NEPC, LLC
Industry Financial Services
Experience
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

Joseph M. Jones Joseph M. Jones Portland, Maine Details
Joseph M. Jones's Stone Coast Fund Services Experience January 2015 - Present
Job Hedge Fund Administrator at Stone Coast Fund Services
Industry Financial Services
Experience
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

Marc Rostami Marc Rostami Portland, Maine Details
Marc Rostami's Stone Coast Fund Services Experience 2014 - Present
Job Financial Services Professional
Industry Financial Services
Experience
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