The Shareholder Services Group

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The Shareholder Services Group Employees

Employee
Years
Job
Industry
Chuck Gallant Chuck Gallant Greater Boston Area Details
Chuck Gallant's The Shareholder Services Group Experience 1987 - 1993
Job Managing Director at BNY Mellon
Industry Financial Services
Experience
BNY Mellon  2010 - Present
PNC Global Investment Servicing  2000 - 2010
First Data Corporation  1995 - 2000
American Express Information Services Co   1994 - 1995
The Shareholder Services Group   1987 - 1993
GTE  1983 - 1987

Education
University of Massachusetts at Lowell   1979 — 1983
BS, Information Systems

Boston University
Master of Science, Information Systems

Betsey Foley Betsey Foley Marblehead, Massachusetts Details
Betsey Foley's The Shareholder Services Group Experience October 1992 - November 1993
Job Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman  June 2012 - Present
Brown Brothers Harriman &Co   March 1999 - Present
Mutual Fund Systems   March 1999 - January 2007
Putnam Investments  September 1997 - March 1999
Fidelity Investments Institutional Services  June 1995 - September 1997
DST Systems Inc  November 1993 - May 1995
The Shareholder Services Group   October 1992 - November 1993
Massachusetts Financial Services Company   May 1987 - March 1992
Kidder Peabody & Co., Inc   April 1985 - May 1987

Skills
Business Analysis, Business Requirements, User Acceptance Testing, Risk Management, Requirements Gathering, Requirements Analysis, Lotus Notes, Mutual Funds, Project Management, PeopleSoft, Securities, Program Management, Process Improvement, Settlement, Fixed Income, Business Process..., Equities, Financial Services

Education
Northeastern University   2013 — 2014
MBA Certificate, Advanced Management Studies

Merrimack College   1979 — 1983
BA, Liberal Arts and Sciences/Liberal Studies

Remick Wallace Remick Wallace Greater Boston Area Details
Remick Wallace's The Shareholder Services Group Experience December 1990 - June 1992
Job Lead Consultant/Project Manager at Collaborative Consulting
Industry Information Technology and Services
Experience
Collaborative Consulting  April 2014 - Present
Fidelity Investments  February 2012 - April 2013
Fidelity Investments  February 2009 - June 2010
Fidelity Investments  February 2003 - February 2009
Fidelity Investments  November 1999 - February 2003
Fidelity Investments  March 1997 - November 1999
Fidelity Investments  April 1996 - March 1997
Fidelity Investments  June 1992 - March 1996
The Shareholder Services Group   December 1990 - June 1992
Mellon Financial  February 1984 - December 1990

Skills
Process Improvement, Organizational..., Organizational..., Collaborative, Change Management, Software Project..., Management, Project Management, Quality Assurance, Team Leadership, Program Management, Testing, Project Portfolio..., Vendor Management, Software Development, Business Analysis, SDLC, SQL, Analysis, IT Strategy, Leadership, Risk Management, ITIL, System Administration, Security, Requirements Analysis, Collaboration, Enterprise Architecture, Integration, Agile Methodologies, Requirements Gathering, Visio, Financial Services, Business Process..., IT Management, Agile Project Management, Systems Analysis, Waterfall, Business Intelligence, Business Requirements, Release Management, Resource Management, Governance, PMP, SOA, Outsourcing, Business Process, Disaster Recovery, SharePoint, Data Warehousing

Education
Lowell Technological Institute   1971 — 1975
BS, Mathematics

PMI   2012 — 2012
Certificate, Microsoft Project, Pass

Northern Essex Community College   2011 — 2012
Project Management Certificate, PMI Project Management, Pass

Fidelity Investments Training Programs   2000 — 2010
N/A

Kevin LaChapelle Kevin LaChapelle Greater Boston Area Details
Kevin LaChapelle's The Shareholder Services Group Experience August 1993 - September 1994
Job Project Management Professional
Industry Financial Services
Experience
Fidelity Investments  July 2010 - Present
Fidelity Investments Life Insurance  July 2005 - December 2008
Fidelity Personal Investments   April 2000 - July 2005
Fidelity Investments Systems Company  June 1998 - April 2000
Fidelity Investments Institutional Services  September 1994 - June 1998
The Shareholder Services Group   August 1993 - September 1994
The Shareholder Services Group   July 1992 - August 1993
American Express  June 1987 - July 1992

Education
University of New Hampshire
Bachelor of Arts

Ruth Koch-Ashton Ruth Koch-Ashton Greater Boston Area Details
Ruth Koch-Ashton's The Shareholder Services Group Experience December 1989 - March 1994
Job Senior Programmer/Analyst at Tufts University
Industry Information Technology and Services
Experience
Tufts University  October 2008 - Present
Sun Life Financial  June 2004 - July 2008
PNC Global Investment Servicing  February 2002 - May 2004
First Data Corporation  March 1994 - February 2002
The Shareholder Services Group   December 1989 - March 1994

Skills
Software Development, Databases, Customer Service, Business Analysis, SDLC, COBOL, Requirements Analysis, SQL, Requirements Gathering, Visio, JCL, Software Project..., Software Documentation, Mainframe

Education
Roger Williams University
Bachelor of Science (B.S.), Computer Science

Stuart Patrick Stuart Patrick Greater Boston Area Details
Stuart Patrick's The Shareholder Services Group Experience November 1988 - April 1995
Job Director of Infrastructure and Governance at John Hancock Investments
Industry Insurance
Experience
John Hancock Investments  May 2015 - Present
John Hancock Financial Services  January 2008 - May 2015
John Hancock Financial Services  March 2000 - January 2008
Evergreen Investments  May 1997 - December 1999
Brown Brothers Harriman & Co.   April 1995 - May 1997
The Shareholder Services Group   November 1988 - April 1995

Skills
Financial Services, Vendor Management, Business Analysis, Mutual Funds, SDLC, SQL, Microsoft SQL Server, Data Center, Project Planning, Quality Assurance, Disaster Recovery, Change Management, Information Technology, Databases, Management, System Deployment, Project Management, Business Continuity, SharePoint, Software Documentation, Data Warehousing

Education
Blue Hills Technical Institute
Associates Degree, Data Processing and Computer Programming

Boston University
Project Management Certificate Program, Project Management

Tim Kellard Tim Kellard Greater Boston Area Details
Tim Kellard's The Shareholder Services Group Experience October 1986 - July 1992
Job Database Developer AllOne Health Resources
Industry Information Technology and Services
Experience
AllOne Health Resources  June 2012 - Present
Partners HealthCare  2010 - May 2012
Eliassen Group  2006 - January 2010
JPMorgan Investor Services Company   January 2002 - December 2004
JPmorganchase  1992 - 2004
jpmorganchase  1990 - 2002
JPmorganchase  November 2000 - December 2001
JPmorganchase  June 1996 - October 2000
JPmorganchase  August 1992 - May 1996
The Shareholder Services Group   October 1986 - July 1992

Skills
Data Warehousing, Business Analysis, Crystal Reports, Microsoft SQL Server, Business Intelligence, SharePoint, Microsoft SSRS, Software Documentation, Quality Assurance, Disaster Recovery, SSRS, SQL, Testing, VBScript, Project Management, Requirements Analysis, User Acceptance Testing, SDLC, Visio, Software Development, Access, Visual Basic

Education
Stonehill College   1982 — 1986
ba, Economics

Stonehill College   1982 — 1986
Bachelor of Arts, Economics

Sean Sule Sean Sule Greater Boston Area Details
Sean Sule's The Shareholder Services Group Experience June 1994 - October 1995
Job IT Project Manager at John Hancock
Industry Financial Services
Experience
John Hancock Financial Services  IT Project ManagerJohn HancockMay 2000 - Present
John Hancock Funds  June 1998 - May 2000
John Hancock Funds  October 1995 - June 1998
The Shareholder Services Group   June 1994 - October 1995
First Data Corporation  1992 - 1995
The Shareholder Services Group   May 1991 - June 1993

Skills
Project Portfolio..., Vendor Management, Business Analysis, Visio, Project Planning, Decision Support, SharePoint, Lotus Notes, SDLC, PMO, Quality Center, Project Plans, MS Project, Requirements Gathering, Team Building, Process Improvement, Software Implementation, Risk Mitigation, Business Requirements, Risk Management, Customer Relations, Systems Analysis, Software Project..., Resource Management, Business Relationship..., SQL, Requirements Analysis, Iterative, Project Implementation, Resource Allocation, CMM, Mainframe, Data Warehousing, Project Management, PMP, Management, Cross-functional Team..., Analysis, User Acceptance Testing, Information Technology, Leadership, Business Process..., IT Strategy, Software Documentation

Education
Adirondack Community College
Accounting

Castleton State College
Accounting

David Simko David Simko Greater Boston Area Details
David Simko's The Shareholder Services Group Experience 1990 - 1995
Job Principal Information Developer at ACI Worldwide
Industry Computer Software
Experience
ACI Worldwide  January 2001 - Present
First Data Corporation  February 1988 - January 2001
The Shareholder Services Group   1990 - 1995

Skills
DITA, XMetal, Axure, FrameMaker8, Structured FrameMaker, RoboHelp for HTML and..., RoboHelp, SnagIt, Technical Writing, Software Documentation, Online Help, FrameMaker, Information Development, Release Notes, Technical Communication, Technical Documentation, Manuals, Online Help Development

Education
Northeastern University   1990 — 1991
grad cert, Technical Writers Training Program

Saint Michael's College   1979 — 1983
BA, English

Notre Dame Catholic High School, Fairfield, CT   1975 — 1979

Mary Beth Kelly, PMP Mary Beth Kelly, PMP Greater Boston Area Details
Mary Beth Kelly, PMP's The Shareholder Services Group Experience 1991 - 1991
Job Project Manager / Application Development Team Manager Seeking new opportunity
Industry Financial Services
Experience
Managing Development Staff and Multiple Concurrent Projects   February 2012 - Present
RBS Citizens Financial Group  September 2013 - September 2014
State Street  June 2013 - August 2013
BNY Mellon  July 2010 - February 2012
PNC Global Investment Servicing (formally known as PFPC until July 2008)   1998 - 2010
First Data Corporation  1992 - 1998
American Express  1991 - 1992
The Shareholder Services Group   1991 - 1991
IDS Financial Services, Inc. (American Express)   1978 - 1991

Skills
PMP, Process Improvement, Disaster Recovery, Windows, SDLC, Business Continuity, IT Management, Resource Management, Team Building, Team Leadership, Problem Solving, Lotus Notes, Documentation, clarity, ppm, Business Requirements, bsa, Procedure Development, Interior Design, Wardrobe Analysis, Color Palette, Personal Style, Project Management, Mainframe, Software Project..., Software Development, Software Documentation, Software Design, Software Quality..., Software Testing Life..., Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, User Acceptance Testing, Writing, Project Portfolio..., Business Analysis, Testing, Risk Management, Integration, Requirements Analysis, Requirements Gathering, Visio, Information Technology, Vendor Management, SharePoint, IT Strategy, Management

Education
Boston University - School of Management   1995 — 1995
Project Management Certificate Program, Project Management

North Hennepin Community College
Business Administration and Management, General

Holly Fahy Holly Fahy Greater Boston Area Details
Holly Fahy's The Shareholder Services Group Experience 1988 - 1993
Job Group Manager Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services  2006 - Present
Boston Financial Data Services  July 2004 - 2006
Federated Investors, Inc.   October 1997 - July 2004
Boston Financial Data Services  1993 - 1997
The Shareholder Services Group   1988 - 1993

Skills
Vendor Management, Mutual Funds, Financial Services, Business Analysis, Process Improvement, Management, Project Management, System Testing, Systems Analysis, Requirements Gathering, Risk Management, Business Requirements

Education
Northeastern University

Pauline McDonald Pauline McDonald Fayetteville, Arkansas Area Details
Pauline McDonald's The Shareholder Services Group Experience April 1987 - September 1995
Job Senior Systems Consultant at Voya
Industry Financial Services
Experience
ING  September 1995 - Present
The Shareholder Services Group   April 1987 - September 1995
Electronic Data Systems  September 1984 - April 1987

Skills
Data Warehousing, IT Management, SDLC, Systems Analysis, Business Analysis, Software Documentation, Analysis, Software Project..., Requirements Analysis, Requirements Gathering, Data Migration, Business Requirements, TSO, User Acceptance Testing, IBM Mainframe, Unix, COBOL, Business Process..., Testing, Software Implementation, Mainframe, IT Strategy, Databases, Disaster Recovery, Program Management, ITIL, Enterprise Architecture, Vendor Management

Education
Southern New Hampshire University   1976 — 1980
BAS, Information Systems

Taconic High School

Jeanne Milano Jeanne Milano Washington D.C. Metro Area Details
Jeanne Milano's The Shareholder Services Group Experience April 1993 - October 1995
Job Practice Administrator at KPMG LLP
Industry Accounting
Experience
KPMG LLP  October 2002 - Present
KPMG US  October 1996 - October 2002
State Street  November 1995 - October 1996
The Shareholder Services Group   April 1993 - October 1995
Blue Cross Blue Shield of Massachusetts  May 1992 - April 1993
Coopers & Lybrand  March 1984 - April 1992

Skills
Accounts Payable, Training, Leadership, Administrative..., Team Building, Event Management, Project Management, Proposal Writing, Accounts Receivable, QuickBooks, Management Consulting, Payroll, Invoicing, Office Management, Accounting, Bookkeeping, Spreadsheets, Outlook, Account Reconciliation, Office Administration

Education
Bentley University
Certificate, Meeting Planning

Husson University
A.B.S., Office Administration

Suffolk University
B.S., Management