Sungard Investment Systems
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Sungard Investment Systems Employees
Salo LLC October 2014 - Present
PRGX March 2011 - September 2014
Self Employed May 2009 - April 2011
Fremont Education Foundation 2006 - 2011
The Johnsson Group 2000 - 2004
Sungard Investment Systems March 1996 - 2000
FNBC of LaGrange 1993 - 1996
KPMG Peat Marwick 1989 - 1993
Skills
Management Consulting, Business Process..., Financial Analysis, Business Development, Financial Modeling, Change Management, Acquisition Integration, Forecasting, Process Improvement, Managerial Finance, Mergers & Acquisitions, Finance, Sarbanes-Oxley Act, Strategic Financial..., Management
Education
University of Illinois at Urbana-Champaign - College of Business 1985 — 1989
Bachelor of Science (B.S.), Accounting
McHenry East Campus
Suzannah Grady LLC July 2005 - Present
John Hancock Advisers LLC May 1997 - November 2003
SunGard Investment Systems July 1995 - December 1996
Skills
Risk Management, Equities, Investments, Fixed Income, Wealth Management, Business Analysis, Risk Management for..., Investment Performance, Bloomberg, Mutual Funds, Performance Measurement, Entrepreneurship, Management, Financial Risk, Performance Attribution, Asset Management, Portfolio Management
Education
University of Notre Dame
Bachelor of Science (BS)
Bentley University
Master of Business Administration (MBA) with High Distinction
Parsons School of Design
Certificate, Fashion Design
Keller Williams Realty 2006 - Present
SunGard Investment Systems 1995 - 2006
Skills
Sellers, Real Estate, First Time Home Buyers, Buyer Representation, Foreclosures, Short Sales, Investors, Marketing Strategy, Investment Properties, Selling, Condos, Luxury, Sales, Referrals, Property, Relocation
Education
The Sage Colleges - Russell Sage College 1982 — 1986
Computer Science
TTI of USA January 2014 - Present
SunGard March 2011 - January 2014
Financial Industry Technical Services, Inc October 2008 - January 2009
Enterprise Iron Financial Industry Solutions October 2006 - September 2008
American Funds Distributors, Inc March 2005 - September 2006
Benefit Resources, Inc May 2002 - May 2004
Franklin Templeton Investments January 1996 - June 2001
Mellon Bank January 1993 - January 1996
Signature Benefits January 1990 - January 1993
SunGard Investment Systems 1985 - 1988
Skills
Software Documentation, Strategy, Financial Services, Business Analysis, CRM, Investments, Project Management, Defined Benefit, Pensions, Mutual Funds, Relationship Management, Retirement, Defined Contribution, Requirements Gathering, User Acceptance Testing, Vendor Management, SDLC
Education
Penn State University
Deloitte May 2015 - Present
EY May 2012 - May 2015
SunGard Global Services January 2010 - May 2012
SunGard Wealth Management February 2008 - February 2010
SunGard Transaction Network March 2006 - February 2008
SunGard Investment Systems May 2005 - March 2006
SunGard January 2003 - April 2005
SunGard Investment Systems May 1998 - December 2002
SunGard Investment Systems January 1995 - April 1998
Independant Consultant October 1994 - December 1994
Skills
Process Improvement, Team Management, Business Process, Consultancy, Program Management, Business Strategy, Wealth Management, Business Analysis, Strategic Planning, Change Management, Team Leadership, Management Consulting, Project Planning, Customer Relations, Software Project..., Cross-functional Team..., Consultants, Project Management, PMO, Integration, Consulting
Education
Keller Graduate School of Management of DeVry University
MBA
Northern Illinois University - College of Business
BS
Naperville School District 203 September 2003 - Present
SunGard Investment Systems July 1990 - June 2003
Skills
Marketing Communications, Teaching, Classroom, K-12, Strategic Planning, Lesson Planning, Public Speaking, Tutoring, Differentiated..., Literacy, Classroom Management, Research, Event Planning, Leadership, Microsoft Office, Editing, Data Analysis, Public Relations, Event Management, Social Media, Newsletters, Elementary Education
Education
National-Louis University
MA, Teaching, 4.0
Lewis University
BA, Business, 3.87
The Northern Trust Company 1999 - Present
Financial Models Company 1998 - 1999
Shepro Braun Systems 1992 - 1998
Unilever - Van den Bergh Foods 1990 - 1992
SunGard Investment Systems 1988 - 1990
Premier Systems, Inc. 1986 - 1988
Dean Witter Reynolds 1985 - 1986
FDIC 1984 - 1985
Education
Governors State University
MBA, Marketing, Finance
Eastern Illinois University
Bachelor of Science, Finance
Second City Training Center 2000 — 2001
Comedy Writing, Sit-com writing, Sketch, Stand-up, film
The Players Workshop of the Second City 1999 — 2000
Improvisational Comedy, Sketch writing
James T. Borello & Co. 2011 - Present
Morgan Stanley Smith Barney 2009 - 2011
Sungard Investment Systems 1997 - 2008
First Chicago Corp 1992 - 1997
ITT Capital Finance 1989 - 1992
Skills
Financial Modeling, Fixed Income, Asset Managment, Equities, Tax-advantaged..., Special Needs Trusts, Special Needs Tax..., Special Needs Financial..., Special Needs Estate..., Investments, Alternative Investments, Finance, Portfolio Management, Capital Markets, Commodity, Derivatives, Strategy, Valuation, Mergers & Acquisitions, Corporate Finance, Financial Services, Financial Analysis, Options, Trading, Asset Allocation, Equity Trading, Securities, Risk Management
Education
The University of Chicago Booth School of Business
MBA
The University of Chicago
MS, Computer Science
Arizona State University
BS, Finance
SunGard Institutional Asset Management March 1992 - Present
SunGard Investment Systems 1992 - 2009
Skills
Analysis, Software Project..., Requirements Analysis, Project Management, Requirements Gathering, Financial Services, Business Analysis, SDLC, Trading Systems, Account Management, User Acceptance Testing, Business Strategy, Fixed Income, Consulting, Data Warehousing, Process Improvement, PMO, Enterprise Architecture, QTP, Derivatives, Unix, Agile Methodologies, Risk Management, Employee Training, CRM, Asset Management, IT Strategy
Education
Illinois State University 1984 — 1989
Sungard Investment Systems July 1986 - Present
SunGard Data Systems 1986 - Present
SunGard 1986 - Present
Skills
SQL, Agile Methodologies, XML, Microsoft SQL Server, C#, SDLC, Software Development, Unix
Education
Illinois State University 1973 — 1975
Sungard Institutional Asset Management March 2012 - Present
SunGard Investment Systems 2008 - March 2012
SunGard January 2004 - March 2008
Skills
Sybase, Microsoft SQL Server, Disaster Recovery, Databases, Database Administration, Data Warehousing, Data Modeling, Oracle, SDLC, Performance Tuning, Database Design, Troubleshooting, Unix, Cloud Computing, SQL, DB2, Requirements Analysis, IT Strategy, SQL Tuning, IT Management
Education
University of Illinois at Urbana-Champaign 1968 — 1972
Bachelor, Liberal Arts