The BISYS Group, Inc
Industry: Company
DescriptionHeadquarters: Roseland, NJ Founded: 1966 Subsidiaries: Citi Fund Services Ohio Inc, Parent organizations: Citibank, Citigroup
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The BISYS Group, Inc Employees
Employee
Years
Job
Industry
Steven J. Kyono Steven J. Kyono's The BISYS Group, Inc Experience April 2006 - August 2007
Job Former Senior Vice President, General Counsel & Secretary at Hewitt Associates, Inc.
Industry Outsourcing/Offshoring
Experience
Hewitt Associates, Inc. October 2007 - October 2010
The BISYS Group, Inc. April 2006 - August 2007
Automatic Data Processing, Inc. 1994 - 2006
Debevoise & Plimpton 1987 - 1994
Mitsui & Co., Ltd. May 1992 - February 1993
Education
New York University School of Law 1984 — 1987
JD
University of California, Berkeley 1979 — 1984
BA, Political Science
Hewitt Associates, Inc. October 2007 - October 2010
The BISYS Group, Inc. April 2006 - August 2007
Automatic Data Processing, Inc. 1994 - 2006
Debevoise & Plimpton 1987 - 1994
Mitsui & Co., Ltd. May 1992 - February 1993
Education
New York University School of Law 1984 — 1987
JD
University of California, Berkeley 1979 — 1984
BA, Political Science
Fred Willshire Fred Willshire's The BISYS Group, Inc Experience 2003 - January 2007
Job Director at Citi Hedge Fund Services
Industry Financial Services
Experience
Citi Hedge Fund Services January 2014 - Present
Citi Hedge Fund Services January 2011 - Present
Citibank, Alternative Investments (GTS) 2003 - Present
Citigroup 2003 - Present
Citi Group 2003 - Present
Citi 2003 - Present
BISYS Hedge Fund Services Limited 2003 - January 2007
The BISYS Group, Inc. 2003 - January 2007
PricewaterhouseCoopers September 1993 - November 2003
WGBH September 1990 - May 1993
Skills
Hedge Funds, Equities, Asset Managment, Fixed Income, Alternative Investments, Fund Accounting, Fund Administration, Asset Management, Fund Of Funds, Mutual Funds, Securities, Trading, Derivatives, Bloomberg, Middle Office, Financial Services
Education
Babson College 1988 — 1992
BS, Accounting, MIS
Cohasset High School
Citi Hedge Fund Services January 2014 - Present
Citi Hedge Fund Services January 2011 - Present
Citibank, Alternative Investments (GTS) 2003 - Present
Citigroup 2003 - Present
Citi Group 2003 - Present
Citi 2003 - Present
BISYS Hedge Fund Services Limited 2003 - January 2007
The BISYS Group, Inc. 2003 - January 2007
PricewaterhouseCoopers September 1993 - November 2003
WGBH September 1990 - May 1993
Skills
Hedge Funds, Equities, Asset Managment, Fixed Income, Alternative Investments, Fund Accounting, Fund Administration, Asset Management, Fund Of Funds, Mutual Funds, Securities, Trading, Derivatives, Bloomberg, Middle Office, Financial Services
Education
Babson College 1988 — 1992
BS, Accounting, MIS
Cohasset High School
Karen Schwartz Karen Schwartz's The BISYS Group, Inc Experience March 2000 - December 2002
Job Director of Quality Assurance, CohnReznick LLP
Industry Accounting
Experience
CohnReznick LLP July 2015 - Present
EisnerAmper LLP August 2005 - June 2015
Skinklinic Inc. 2003 - 2005
Marcum LLP December 2002 - July 2003
The Bisys Group Inc March 2000 - December 2002
Playknits Inc. August 1994 - February 2000
DDK & Company LLP June 1991 - August 1994
KPMG 1986 - 1991
Skills
GAAP, Accounting, SEC filings, US GAAP, Sarbanes-Oxley Act, Revenue Recognition, Financial Reporting, Financial Accounting, Auditing, Sarbanes-Oxley, Financial Statements, SEC, IFRS, Internal Audit, Internal Controls, Financial Analysis, CPA, External Audit, Finance, Due Diligence
Education
Pace University - Lubin School of Business 1987 — 1989
Accounting
University at Albany, SUNY 1982 — 1986
Clarkstown High School North 1978 — 1982
CohnReznick LLP July 2015 - Present
EisnerAmper LLP August 2005 - June 2015
Skinklinic Inc. 2003 - 2005
Marcum LLP December 2002 - July 2003
The Bisys Group Inc March 2000 - December 2002
Playknits Inc. August 1994 - February 2000
DDK & Company LLP June 1991 - August 1994
KPMG 1986 - 1991
Skills
GAAP, Accounting, SEC filings, US GAAP, Sarbanes-Oxley Act, Revenue Recognition, Financial Reporting, Financial Accounting, Auditing, Sarbanes-Oxley, Financial Statements, SEC, IFRS, Internal Audit, Internal Controls, Financial Analysis, CPA, External Audit, Finance, Due Diligence
Education
Pace University - Lubin School of Business 1987 — 1989
Accounting
University at Albany, SUNY 1982 — 1986
Clarkstown High School North 1978 — 1982
Pramod Nair's The BISYS Group, Inc Experience July 2006 - December 2007
Job AVP at Citigroup
Industry Financial Services
Experience
Citi Hedge Fund Services, NA January 2008 - October 2014
The Bisys Group Inc July 2006 - December 2007
CITCO LIMITED June 2005 - June 2006
BMO Financial Group 2003 - 2005
Intergraph Corporation June 1993 - October 1999
Ballast Nedam July 1990 - May 1993
Escorts Limited September 1986 - June 1990
Skills
Hedge Funds, Fund Of Funds, Alternative Investments, Corporate Actions, Financial Analysis, Credit Derivatives, Financial Services, Investments, Interest Rate..., Bank Debt, Financial Statements, Geneva, Investeer, Management, Account Reconciliation
Education
Institute of Management Technology, Ghaziabad 1984 — 1986
Master of Business Administration (MBA), Accounting and Finance
Citi Hedge Fund Services, NA January 2008 - October 2014
The Bisys Group Inc July 2006 - December 2007
CITCO LIMITED June 2005 - June 2006
BMO Financial Group 2003 - 2005
Intergraph Corporation June 1993 - October 1999
Ballast Nedam July 1990 - May 1993
Escorts Limited September 1986 - June 1990
Skills
Hedge Funds, Fund Of Funds, Alternative Investments, Corporate Actions, Financial Analysis, Credit Derivatives, Financial Services, Investments, Interest Rate..., Bank Debt, Financial Statements, Geneva, Investeer, Management, Account Reconciliation
Education
Institute of Management Technology, Ghaziabad 1984 — 1986
Master of Business Administration (MBA), Accounting and Finance
Jane Trapp Jane Trapp's The BISYS Group, Inc Experience 1999 - 2003
Job Associate Relations Manager at BMW Financial Services
Industry Financial Services
Experience
BMW Group Financial Services November 2012 - Present
BMW Group Financial Services June 2010 - November 2012
BMW Group Financial Services April 2009 - June 2010
BMW Group Financial Services June 2006 - March 2009
BMW Group Financial Services July 2005 - June 2006
BMW Group Financial Services November 2003 - June 2005
The BISYS Group, Inc. 1999 - 2003
Skills
Performance Management, Employee Engagement, Employee Relations, Human Resources, Recruiting, HR Policies, Applicant Tracking..., Personnel Management, HRIS, Onboarding, Risk Management, Customer Service, Team Building, Business Analysis, Finance
Education
Ohio University
Bachelor of Business Administration
Fort Frye High School
BMW Group Financial Services November 2012 - Present
BMW Group Financial Services June 2010 - November 2012
BMW Group Financial Services April 2009 - June 2010
BMW Group Financial Services June 2006 - March 2009
BMW Group Financial Services July 2005 - June 2006
BMW Group Financial Services November 2003 - June 2005
The BISYS Group, Inc. 1999 - 2003
Skills
Performance Management, Employee Engagement, Employee Relations, Human Resources, Recruiting, HR Policies, Applicant Tracking..., Personnel Management, HRIS, Onboarding, Risk Management, Customer Service, Team Building, Business Analysis, Finance
Education
Ohio University
Bachelor of Business Administration
Fort Frye High School
Ken McCormick, SPHR, SHRM-SCP Ken McCormick, SPHR, SHRM-SCP's The BISYS Group, Inc Experience March 2001 - December 2004
Job Human Resources Director at WP GLIMCHER
Industry Financial Services
Experience
WP GLIMCHER August 2015 - Present
BMW Financial Services November 2012 - Present
BMW Financial Services April 2006 - November 2012
Retail Ventures Inc December 2004 - April 2006
The BISYS Group, Inc March 2001 - December 2004
The BISYS Group, Inc. May 1999 - March 2001
The BISYS Group, Inc 1998 - 1999
The BISYS Group, Inc September 1997 - October 1998
AlliedSignal (Honeywell) February 1997 - September 1997
CompuServe June 1992 - February 1997
Skills
Human Resources, HRIS, Deferred Compensation, Talent Management, Performance Management, Employee Relations, Employee Engagement, Talent Acquisition, Recruiting, Benefits Administration, Employee Benefits, HR Policies, New Hire Orientations, Technical Recruiting, Team Building, College Recruiting, PeopleSoft, Interviews, Organizational..., Succession Planning, Internet Recruiting, Executive Search, Leadership Development, Employment Law, Leadership, Onboarding, Hiring, Sourcing, Management, Training, Strategic Planning, Contract Recruitment, Employee Training, Labor Relations, ADP Payroll, FMLA, Change Management, Mergers & Acquisitions, Process Improvement, Organizational..., HR Consulting, Compensation & Benefit, Customer Retention, Organizational Design, Applicant Tracking..., Career Development, Temporary Placement, Personnel Management
Education
Ohio Dominican University 2004 — 2005
MBA, Masters in Business Administration
The Ohio State University Fisher College of Business 1992 — 1996
MLHR, Master of Labor & Human Resources
The Ohio State University Fisher College of Business 1988 — 1992
BSBA, Management and Human Resources
WP GLIMCHER August 2015 - Present
BMW Financial Services November 2012 - Present
BMW Financial Services April 2006 - November 2012
Retail Ventures Inc December 2004 - April 2006
The BISYS Group, Inc March 2001 - December 2004
The BISYS Group, Inc. May 1999 - March 2001
The BISYS Group, Inc 1998 - 1999
The BISYS Group, Inc September 1997 - October 1998
AlliedSignal (Honeywell) February 1997 - September 1997
CompuServe June 1992 - February 1997
Skills
Human Resources, HRIS, Deferred Compensation, Talent Management, Performance Management, Employee Relations, Employee Engagement, Talent Acquisition, Recruiting, Benefits Administration, Employee Benefits, HR Policies, New Hire Orientations, Technical Recruiting, Team Building, College Recruiting, PeopleSoft, Interviews, Organizational..., Succession Planning, Internet Recruiting, Executive Search, Leadership Development, Employment Law, Leadership, Onboarding, Hiring, Sourcing, Management, Training, Strategic Planning, Contract Recruitment, Employee Training, Labor Relations, ADP Payroll, FMLA, Change Management, Mergers & Acquisitions, Process Improvement, Organizational..., HR Consulting, Compensation & Benefit, Customer Retention, Organizational Design, Applicant Tracking..., Career Development, Temporary Placement, Personnel Management
Education
Ohio Dominican University 2004 — 2005
MBA, Masters in Business Administration
The Ohio State University Fisher College of Business 1992 — 1996
MLHR, Master of Labor & Human Resources
The Ohio State University Fisher College of Business 1988 — 1992
BSBA, Management and Human Resources
Sarah Giolando Sarah Giolando's The BISYS Group, Inc Experience 1992 - 1999
Job Chief Strategy Officer
Industry Hospital & Health Care
Experience
St. Elizabeth Healthcare September 2009 - Present
Deloitte Consulting November 2000 - September 2009
Deloitte November 2000 - September 2009
BISYS Investment Services July 1992 - August 1999
Bisys Fund Services/ The Winsbury Group 1992 - 1999
The BISYS Group Inc. 1992 - 1999
Skills
Financial Analysis, Business Process..., Healthcare strategy
Education
Solvay Business School 1999 — 2000
MBA, International Business
James Madison University 1985 — 1989
BBA, International Business, Cum Laude
Walnut Hills High School 1979 — 1985
HS Diploma, German, Latin
Schiel Elementary 1973 — 1979
n/a, Germany language instruction
St. Elizabeth Healthcare September 2009 - Present
Deloitte Consulting November 2000 - September 2009
Deloitte November 2000 - September 2009
BISYS Investment Services July 1992 - August 1999
Bisys Fund Services/ The Winsbury Group 1992 - 1999
The BISYS Group Inc. 1992 - 1999
Skills
Financial Analysis, Business Process..., Healthcare strategy
Education
Solvay Business School 1999 — 2000
MBA, International Business
James Madison University 1985 — 1989
BBA, International Business, Cum Laude
Walnut Hills High School 1979 — 1985
HS Diploma, German, Latin
Schiel Elementary 1973 — 1979
n/a, Germany language instruction
Robert J. Glew Robert J. Glew's The BISYS Group, Inc Experience May 2004 - May 2006
Job Regional Vice President at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial December 2013 - Present
Nationwide Financial August 2009 - December 2013
Grant & O'Malley Co., L.P.A August 2007 - May 2009
The BISYS Group, Inc May 2004 - May 2006
Skills
Estate Planning, Securities, FINRA, Long-term Care
Education
Cleveland State University - Cleveland-Marshall College of Law 2006 — 2009
Juris Doctor
University of Dayton 2000 — 2004
Bachelor of Science (B.S.), Finance
Nationwide Financial December 2013 - Present
Nationwide Financial August 2009 - December 2013
Grant & O'Malley Co., L.P.A August 2007 - May 2009
The BISYS Group, Inc May 2004 - May 2006
Skills
Estate Planning, Securities, FINRA, Long-term Care
Education
Cleveland State University - Cleveland-Marshall College of Law 2006 — 2009
Juris Doctor
University of Dayton 2000 — 2004
Bachelor of Science (B.S.), Finance
Michael Kirk, CIA, CISA, CRISC Michael Kirk, CIA, CISA, CRISC's The BISYS Group, Inc Experience July 2004 - April 2008
Job Managing Director, Risk & Control Consulting LLC
Industry Financial Services
Experience
Risk & Control Consulting LLC December 2012 - Present
JP Morgan Chase August 2010 - December 2012
Risk Management Consulting Services April 2008 - July 2010
The BISYS Group, Inc. July 2004 - April 2008
protiviti, inc. May 2002 - July 2004
Arthur Andersen LLP April 1999 - May 2002
The IT Group, Inc. - Environmental Remediation Services March 1990 - April 1999
Skills
Internal Audit, Risk Management, Sarbanes-Oxley Act, Enterprise Risk..., IT Audit, Internal Controls, Auditing, Risk Assessment, Governance, Payment Industry, PCI DSS, PCI Standards, Business Process..., Project Management, Regulations, Financial Analysis, Information Security, Business Continuity, Business Process, Disaster Recovery, Financial Risk, Sarbanes-Oxley, COBIT, Management Consulting, IT Risk Management
Education
Bowling Green State University
BSBA
Risk & Control Consulting LLC December 2012 - Present
JP Morgan Chase August 2010 - December 2012
Risk Management Consulting Services April 2008 - July 2010
The BISYS Group, Inc. July 2004 - April 2008
protiviti, inc. May 2002 - July 2004
Arthur Andersen LLP April 1999 - May 2002
The IT Group, Inc. - Environmental Remediation Services March 1990 - April 1999
Skills
Internal Audit, Risk Management, Sarbanes-Oxley Act, Enterprise Risk..., IT Audit, Internal Controls, Auditing, Risk Assessment, Governance, Payment Industry, PCI DSS, PCI Standards, Business Process..., Project Management, Regulations, Financial Analysis, Information Security, Business Continuity, Business Process, Disaster Recovery, Financial Risk, Sarbanes-Oxley, COBIT, Management Consulting, IT Risk Management
Education
Bowling Green State University
BSBA
Diane Wendel, CFP®, ChFC® Diane Wendel, CFP®, ChFC®'s The BISYS Group, Inc Experience 1998 - 2007
Job Financial Planner
Industry Financial Services
Experience
WealthStone, Inc. May 2008 - Present
Spectrum Global Fund Administration July 2007 - May 2008
The BISYS Group Inc. 1998 - 2007
SAIC 1994 - 1998
Science Applications International Corporation 1994 - 1998
Education
University of Dayton 1990 — 1994
BA, International Studies, Spanish
WealthStone, Inc. May 2008 - Present
Spectrum Global Fund Administration July 2007 - May 2008
The BISYS Group Inc. 1998 - 2007
SAIC 1994 - 1998
Science Applications International Corporation 1994 - 1998
Education
University of Dayton 1990 — 1994
BA, International Studies, Spanish
Christopher Bohme Christopher Bohme's The BISYS Group, Inc Experience 1999 - 2007
Job Human Resources Professional
Industry Information Technology and Services
Experience
Medidata Solutions, Inc. 2013 - Present
Crump Insurance 2009 - 2013
Citigroup 2007 - 2008
The BISYS Group, Inc. 1999 - 2007
The CCC Financial Organization 1987 - 1999
BorgWarner 1982 - 1987
Skills
Employee Benefits, Performance Management, M&A experience, Compensation Planning, Executive Compensation, HRIS, Workday, Deferred Compensation, Compensation & Benefits..., Global Compensation
Education
Southern Methodist University - Cox School of Business
BBA, BFA, Finance, Journalism
The Ohio State University - The Max M. Fisher College of Business
MLHR, Human Resources (partially completed prior to relocation)
Medidata Solutions, Inc. 2013 - Present
Crump Insurance 2009 - 2013
Citigroup 2007 - 2008
The BISYS Group, Inc. 1999 - 2007
The CCC Financial Organization 1987 - 1999
BorgWarner 1982 - 1987
Skills
Employee Benefits, Performance Management, M&A experience, Compensation Planning, Executive Compensation, HRIS, Workday, Deferred Compensation, Compensation & Benefits..., Global Compensation
Education
Southern Methodist University - Cox School of Business
BBA, BFA, Finance, Journalism
The Ohio State University - The Max M. Fisher College of Business
MLHR, Human Resources (partially completed prior to relocation)
Dennis R. Sheehan Dennis R. Sheehan's The BISYS Group, Inc Experience 1995 - 2004
Job Chief Operating Officer
Industry Retail
Experience
Vestorly September 2015 - Present
Shoutlet August 2014 - August 2015
Shoutlet August 2013 - August 2014
1-800 Flowers.com September 2010 - June 2013
Daylight Forensic & Advisory LLC 2006 - 2010
EXL Service 2005 - 2007
FTV Capital 2004 - 2006
The BISYS Group Inc. 1995 - 2004
Concord Holding Corporation 1992 - 1995
The Equitable Life Assurance Co. 1988 - 1992
Skills
Financial Analysis, Due Diligence, Asset Management, Finance, Auditing, Securities, Private Equity, Financial Services, Financial Modeling, Risk Management, Strategy, Investments, Corporate Finance, Financial Risk, Venture Capital, Valuation, Strategic Planning, Forecasting, Management, Start-ups
Education
NYU
Master of Business Administration (MBA), Finance, General
Iona College 1973 — 1977
Bachelor of Business Administration (BBA), Accounting
Vestorly September 2015 - Present
Shoutlet August 2014 - August 2015
Shoutlet August 2013 - August 2014
1-800 Flowers.com September 2010 - June 2013
Daylight Forensic & Advisory LLC 2006 - 2010
EXL Service 2005 - 2007
FTV Capital 2004 - 2006
The BISYS Group Inc. 1995 - 2004
Concord Holding Corporation 1992 - 1995
The Equitable Life Assurance Co. 1988 - 1992
Skills
Financial Analysis, Due Diligence, Asset Management, Finance, Auditing, Securities, Private Equity, Financial Services, Financial Modeling, Risk Management, Strategy, Investments, Corporate Finance, Financial Risk, Venture Capital, Valuation, Strategic Planning, Forecasting, Management, Start-ups
Education
NYU
Master of Business Administration (MBA), Finance, General
Iona College 1973 — 1977
Bachelor of Business Administration (BBA), Accounting
Kevin Fitzpatrick Kevin Fitzpatrick's The BISYS Group, Inc Experience 1998 - 2004
Job Managing Partner at Cnesta Group, LLC
Industry Human Resources
Experience
Cnesta Group, LLC December 2013 - Present
The Andre Group, Inc. October 2009 - November 2013
The Transition Partners Group, Inc. 2008 - 2010
Change Management Associates, Inc. July 2004 - November 2009
CCI Consulting July 2004 - December 2007
The BISYS Group, Inc. 1998 - 2004
Reed Elsevier plc. December 1994 - January 1998
General Electric May 1984 - December 1994
Albert Einstein Medical Center May 1982 - May 1984
County of Delaware 1981 - 1982
Skills
Talent Acquisition, Executive Coaching, Succession Planning, Organizational..., Employee Engagement, Executive Search, Leadership Development, Job Coaching, Change Management, Human Resources, Talent Management, Deferred Compensation, Performance Management, Employee Relations, Strategy, Leadership, Team Building, Culture Change, Mergers & Acquisitions, Program Management, Management, Coaching, Start-ups, Business Development, Sourcing, Recruiting
Education
Monmouth University 1986 — 1987
West Chester University of Pennsylvania 1977 — 1981
BA
Cardinal OHara 1973 — 1977
HS
St Dorothy's
Cnesta Group, LLC December 2013 - Present
The Andre Group, Inc. October 2009 - November 2013
The Transition Partners Group, Inc. 2008 - 2010
Change Management Associates, Inc. July 2004 - November 2009
CCI Consulting July 2004 - December 2007
The BISYS Group, Inc. 1998 - 2004
Reed Elsevier plc. December 1994 - January 1998
General Electric May 1984 - December 1994
Albert Einstein Medical Center May 1982 - May 1984
County of Delaware 1981 - 1982
Skills
Talent Acquisition, Executive Coaching, Succession Planning, Organizational..., Employee Engagement, Executive Search, Leadership Development, Job Coaching, Change Management, Human Resources, Talent Management, Deferred Compensation, Performance Management, Employee Relations, Strategy, Leadership, Team Building, Culture Change, Mergers & Acquisitions, Program Management, Management, Coaching, Start-ups, Business Development, Sourcing, Recruiting
Education
Monmouth University 1986 — 1987
West Chester University of Pennsylvania 1977 — 1981
BA
Cardinal OHara 1973 — 1977
HS
St Dorothy's
Matt Sadowsky's The BISYS Group, Inc Experience April 2001 - August 2002
Job Director, Products Group
Industry Financial Services
Experience
The Insurance Agency of TD Ameritrade, LLC July 2011 - Present
TD Ameritrade February 2010 - Present
TD Ameritrade January 2006 - February 2010
Columbus Circle Capital March 2003 - May 2005
The BISYS Group, Inc. April 2001 - August 2002
Columbus Venture Advisory Services July 1998 - March 2001
Salomon Smith Barney (Citigroup) July 1995 - July 1998
Skills
Licensed Life & Health..., Series 7, Series 24, Series 7, 24, 66, CRPC
Education
University of Pennsylvania 1991 — 1995
BSE, BA, Entrepreneurial Mgmt, Philosophy
University of Pennsylvania - The Wharton School 1991 — 1995
The Insurance Agency of TD Ameritrade, LLC July 2011 - Present
TD Ameritrade February 2010 - Present
TD Ameritrade January 2006 - February 2010
Columbus Circle Capital March 2003 - May 2005
The BISYS Group, Inc. April 2001 - August 2002
Columbus Venture Advisory Services July 1998 - March 2001
Salomon Smith Barney (Citigroup) July 1995 - July 1998
Skills
Licensed Life & Health..., Series 7, Series 24, Series 7, 24, 66, CRPC
Education
University of Pennsylvania 1991 — 1995
BSE, BA, Entrepreneurial Mgmt, Philosophy
University of Pennsylvania - The Wharton School 1991 — 1995
Joseph Dansky's The BISYS Group, Inc Experience 1999 - 2007
Job SVP & General Counsel at Ascensus
Industry Financial Services
Experience
Ascensus 2012 - Present
Crump Group, Inc. 2007 - 2012
The BISYS Group, Inc. 1999 - 2007
Overseas Shipholding Group, Inc. 1997 - 1999
Skills
Mergers & Acquisitions, Financial Services, Risk Management, Securities, Corporate Governance, Mutual Funds, Retirement, 401k
Education
New York University School of Law 1991 — 1994
J.D.
University of Massachusetts, Amherst 1987 — 1991
Bachelor of Arts (B.A.), Political Science
Ascensus 2012 - Present
Crump Group, Inc. 2007 - 2012
The BISYS Group, Inc. 1999 - 2007
Overseas Shipholding Group, Inc. 1997 - 1999
Skills
Mergers & Acquisitions, Financial Services, Risk Management, Securities, Corporate Governance, Mutual Funds, Retirement, 401k
Education
New York University School of Law 1991 — 1994
J.D.
University of Massachusetts, Amherst 1987 — 1991
Bachelor of Arts (B.A.), Political Science
Mick Grunewald's The BISYS Group, Inc Experience 1996 - 2005
Job Business Development Director at Ultimus Fund Solutions, LLC
Industry Financial Services
Experience
Ultimus Fund Solutions, LLC July 2014 - Present
Citi Fund Services (formerly BISYS Fund Services) 2005 - April 2014
Citi March 1993 - April 2014
BISYS 1994 - 2008
BISYS Fund Services 1993 - 2007
Bisys Fund Services/ The Winsbury Group 1994 - 2006
The BISYS Group Inc. 1996 - 2005
Skills
Financial Services, Relationship Management, Mutual Funds, Hedge Funds, Investments, Executive Management, Alternative Investments, Banking, Asset Managment, Fixed Income
Education
Ohio University 1988 — 1991
Bachelor of Business Administration (BBA), Finance
Fisher Catholic 1984 — 1988
Ultimus Fund Solutions, LLC July 2014 - Present
Citi Fund Services (formerly BISYS Fund Services) 2005 - April 2014
Citi March 1993 - April 2014
BISYS 1994 - 2008
BISYS Fund Services 1993 - 2007
Bisys Fund Services/ The Winsbury Group 1994 - 2006
The BISYS Group Inc. 1996 - 2005
Skills
Financial Services, Relationship Management, Mutual Funds, Hedge Funds, Investments, Executive Management, Alternative Investments, Banking, Asset Managment, Fixed Income
Education
Ohio University 1988 — 1991
Bachelor of Business Administration (BBA), Finance
Fisher Catholic 1984 — 1988
Michael Schmalz's The BISYS Group, Inc Experience February 2005 - July 2007
Job Vice President, Institutional Sales at Crump Life Insurance Services
Industry Financial Services
Experience
Crump Life Insurance Services February 2005 - Present
Crump Life Insurance Services February 2005 - October 2013
Crump Group, Inc. February 2005 - January 2010
The BISYS Group, Inc February 2005 - July 2007
Waypoint Bank 2000 - 2005
MBNA America 1994 - 1999
Skills
Underwriting, Credit Analysis, Insurance, Risk Management, New Business Development, Performance Management, Restructuring, Product Development, Financial Services, Strategic Financial..., Retirement Planning, Finance, Financial Modeling, Fixed Annuities, Business Process..., Financial Analysis
Education
Pennsylvania State University 1992 — 1998
BS, Finance
Crump Life Insurance Services February 2005 - Present
Crump Life Insurance Services February 2005 - October 2013
Crump Group, Inc. February 2005 - January 2010
The BISYS Group, Inc February 2005 - July 2007
Waypoint Bank 2000 - 2005
MBNA America 1994 - 1999
Skills
Underwriting, Credit Analysis, Insurance, Risk Management, New Business Development, Performance Management, Restructuring, Product Development, Financial Services, Strategic Financial..., Retirement Planning, Finance, Financial Modeling, Fixed Annuities, Business Process..., Financial Analysis
Education
Pennsylvania State University 1992 — 1998
BS, Finance
Susan Bigelow's The BISYS Group, Inc Experience June 1998 - August 2007
Job Vice President at Citi
Industry Financial Services
Experience
Citi January 2012 - Present
Foreside Financial Group, LLC June 2008 - January 2012
Citi August 2007 - May 2008
The BISYS Group, Inc. June 1998 - August 2007
Education
The Ohio State University - The Max M. Fisher College of Business 1989 — 1993
Bachelor of Science, Business Administration
Citi January 2012 - Present
Foreside Financial Group, LLC June 2008 - January 2012
Citi August 2007 - May 2008
The BISYS Group, Inc. June 1998 - August 2007
Education
The Ohio State University - The Max M. Fisher College of Business 1989 — 1993
Bachelor of Science, Business Administration
Annie Gates (Tolford)'s The BISYS Group, Inc Experience March 1996 - March 2000
Job Vice President Product Management Citigroup, Inc.
Industry Financial Services
Experience
Citi August 2008 - Present
Citi March 2000 - August 2007
The Bisys Group, Inc. March 1996 - March 2000
The BISYS Group Inc. March 1995 - March 1996
The BISYS Group, Inc. March 1993 - March 1995
Skills
Accounting, Process Improvement, Financial Services, Business Analysis, Securities, Mutual Funds, Vendor Management, Analysis, Direct Sales, SDLC, Hedge Funds
Education
The Ohio State University - The Max M. Fisher College of Business 1988 — 1992
Bachelor of Science (B.S.), Accounting
Citi August 2008 - Present
Citi March 2000 - August 2007
The Bisys Group, Inc. March 1996 - March 2000
The BISYS Group Inc. March 1995 - March 1996
The BISYS Group, Inc. March 1993 - March 1995
Skills
Accounting, Process Improvement, Financial Services, Business Analysis, Securities, Mutual Funds, Vendor Management, Analysis, Direct Sales, SDLC, Hedge Funds
Education
The Ohio State University - The Max M. Fisher College of Business 1988 — 1992
Bachelor of Science (B.S.), Accounting
Chuck Calo's The BISYS Group, Inc Experience April 1996 - August 2007
Job Director of Finance
Industry Financial Services
Experience
Citigroup April 1996 - June 2015
The BISYS Group, Inc. April 1996 - August 2007
BISYS 1996 - 2007
Mercer Human Resource Consulting October 1979 - March 1996
Skills
Forecasting, Budgets, Banking, Cash Management, Finance, Financial Analysis, Financial Accounting, Mergers & Acquisitions, Strategic Planning, Management, Financial Modeling, Strategic Financial..., Financial Reporting, Risk Management, Investments, Accounting, Financial Planning
Education
Slippery Rock University of Pennsylvania 1973 — 1977
Citigroup April 1996 - June 2015
The BISYS Group, Inc. April 1996 - August 2007
BISYS 1996 - 2007
Mercer Human Resource Consulting October 1979 - March 1996
Skills
Forecasting, Budgets, Banking, Cash Management, Finance, Financial Analysis, Financial Accounting, Mergers & Acquisitions, Strategic Planning, Management, Financial Modeling, Strategic Financial..., Financial Reporting, Risk Management, Investments, Accounting, Financial Planning
Education
Slippery Rock University of Pennsylvania 1973 — 1977
Lee Udelsman's The BISYS Group, Inc Experience April 2003 - July 2005
Job Managing Partner, Major, Lindsey & Africa
Industry Legal Services
Experience
Major, Lindsey & Africa November 2005 - Present
The BISYS Group, Inc. April 2003 - July 2005
Fiserv, Inc. March 1999 - March 2003
DeMaria Ellis & Hunt July 1991 - February 1999
Skills
Contract Negotiation, Licensing, Executive Management, Negotiation, Strategic Planning, Business Development, Professional Services, Recruiting
Education
Georgetown University Law Center 1986 — 1987
LL.M., Law
University of Maryland College Park 1979 — 1981
1981, Political Science
Major, Lindsey & Africa November 2005 - Present
The BISYS Group, Inc. April 2003 - July 2005
Fiserv, Inc. March 1999 - March 2003
DeMaria Ellis & Hunt July 1991 - February 1999
Skills
Contract Negotiation, Licensing, Executive Management, Negotiation, Strategic Planning, Business Development, Professional Services, Recruiting
Education
Georgetown University Law Center 1986 — 1987
LL.M., Law
University of Maryland College Park 1979 — 1981
1981, Political Science
Connie Guglielmi's The BISYS Group, Inc Experience 1998 - 2003
Job Senior Vice President at Citi
Industry Program Development
Experience
Citigroup January 2005 - Present
The Bisys Group Inc 1998 - 2003
Nasdaq 1993 - 1996
Education
American University 1991 — 1993
Masters of International Affairs, Comparative and Regional Studies of Europe
Long Island University 1986 — 1990
Bachelor of Arts (B.A.), History and Political Science
Citigroup January 2005 - Present
The Bisys Group Inc 1998 - 2003
Nasdaq 1993 - 1996
Education
American University 1991 — 1993
Masters of International Affairs, Comparative and Regional Studies of Europe
Long Island University 1986 — 1990
Bachelor of Arts (B.A.), History and Political Science
Robert Hills's The BISYS Group, Inc Experience 1993 - 1996
Job VP Legal and Complinace at Fisher Investments
Industry Investment Management
Experience
Fisher Investments April 2015 - Present
Merk Investments September 2012 - March 2015
RAH Consulting September 2010 - September 2012
McMorgan & Company May 2007 - June 2010
Jackson National Asset Management, LLC 2000 - 2006
Baker, Fentress & Company 1996 - 2000
The Bisys Group, Inc. 1993 - 1996
Skills
Regulatory Compliance, Mutual Funds, Fund Administration, Financial Analysis, Investments, Investment Management, Financial Reporting, ERISA, Asset Managment, Fixed Income, Business Strategy, Forecasting, Tax, Management, Brokers, Private Equity Funding, Product Management, Grantor Trust, ETFs
Education
Olivet College
BBA, Accounting & Finance
Fisher Investments April 2015 - Present
Merk Investments September 2012 - March 2015
RAH Consulting September 2010 - September 2012
McMorgan & Company May 2007 - June 2010
Jackson National Asset Management, LLC 2000 - 2006
Baker, Fentress & Company 1996 - 2000
The Bisys Group, Inc. 1993 - 1996
Skills
Regulatory Compliance, Mutual Funds, Fund Administration, Financial Analysis, Investments, Investment Management, Financial Reporting, ERISA, Asset Managment, Fixed Income, Business Strategy, Forecasting, Tax, Management, Brokers, Private Equity Funding, Product Management, Grantor Trust, ETFs
Education
Olivet College
BBA, Accounting & Finance
Kristen Essek's The BISYS Group, Inc Experience February 2005 - January 2006
Job Senior Recruiter Deutsche Bank
Industry Banking
Experience
Deutsche Bank (through Advantage xPO) October 2014 - Present
QBE North America April 2013 - October 2014
Credit Suisse April 2008 - February 2013
Strategic Workforce Solutions April 2006 - April 2008
Credit Suisse Securities (USA) LLC January 2006 - April 2006
The BISYS Group, Inc February 2005 - January 2006
Skills
Onboarding, Talent Acquisition, Recruiting, Human Resources, Employee Relations, Interviews, Payroll, Employee Benefits, Deferred Compensation, HR Policies
Education
University of Pittsburgh 1998 — 2002
Bachelor of Arts, Criminal Justice
Deutsche Bank (through Advantage xPO) October 2014 - Present
QBE North America April 2013 - October 2014
Credit Suisse April 2008 - February 2013
Strategic Workforce Solutions April 2006 - April 2008
Credit Suisse Securities (USA) LLC January 2006 - April 2006
The BISYS Group, Inc February 2005 - January 2006
Skills
Onboarding, Talent Acquisition, Recruiting, Human Resources, Employee Relations, Interviews, Payroll, Employee Benefits, Deferred Compensation, HR Policies
Education
University of Pittsburgh 1998 — 2002
Bachelor of Arts, Criminal Justice
Dwayne Pendleton's The BISYS Group, Inc Experience May 2006 - August 2007
Job Contracts Administrator at Terumo BCT
Industry Information Technology and Services
Experience
Terumo BCT May 2014 - Present
GHX August 2013 - March 2014
NEON, Inc February 2009 - August 2013
Staples August 2007 - February 2009
The BISYS Group, Inc May 2006 - August 2007
Swift Transportation, Inc March 2005 - May 2006
Quantum 2001 - 2005
Alliente, Inc July 2000 - April 2001
Digex, Inc June 1997 - July 2000
Global Management Systems, Inc May 1994 - June 1997
Skills
Procurement, Strategic Sourcing, Contract Management, Management, Sourcing, Strategy, Purchasing, Leadership, Start-ups, Negotiation, Telecommunications, Continuous Improvement, Proposal Writing, Data Center, E-commerce
Education
Colorado Technical University
M.B.A, Supply Chain Management & Logistics
University of Phoenix
B.S, Business Administration
Terumo BCT May 2014 - Present
GHX August 2013 - March 2014
NEON, Inc February 2009 - August 2013
Staples August 2007 - February 2009
The BISYS Group, Inc May 2006 - August 2007
Swift Transportation, Inc March 2005 - May 2006
Quantum 2001 - 2005
Alliente, Inc July 2000 - April 2001
Digex, Inc June 1997 - July 2000
Global Management Systems, Inc May 1994 - June 1997
Skills
Procurement, Strategic Sourcing, Contract Management, Management, Sourcing, Strategy, Purchasing, Leadership, Start-ups, Negotiation, Telecommunications, Continuous Improvement, Proposal Writing, Data Center, E-commerce
Education
Colorado Technical University
M.B.A, Supply Chain Management & Logistics
University of Phoenix
B.S, Business Administration
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY