Wealth Management Systems, Inc (WMSI)
Industry: Company
DescriptionFounded: 2000 Parent organization: DST Retirement Solutions, LLC Subsidiaries: S&P Capital IQ Financial Communications, Wmsi Securities Llc
Wealth Management Systems, Inc (WMSI) List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wealth Management Systems, Inc (WMSI). You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Wealth Management Systems, Inc (WMSI) Employees
Employee
Years
Job
Industry
Emily Enos Emily Enos's Wealth Management Systems, Inc (WMSI) Experience September 2014 - Present
Job Director Product Management at Wealth Management Systems, Inc (WMSI)
Industry Financial Services
Experience
Wealth Management Systems, Inc (WMSI) September 2014 - Present
Bank of America July 2008 - September 2014
Fidelity Investments February 1994 - July 2008
W R Grace 1988 - 1994
Amicon 1988 - 1994
Skills
Vendor Management, Mutual Funds, Series 7, E-commerce, Product Management, Project Management, Cross-functional Team..., Financial Services, Business Analysis, Web Design, Equities, Portfolio Management, Fixed Income, Strategy, Agile Methodologies, Relationship Management, Wealth Management, Securities, Investments, Visio, Series 63, Risk Management, Requirements Analysis, Information Architecture, SDLC, Program Management
Education
Bentley University 1986 — 1990
MBA, Finance
Fitchburg State University
BS, Accounting/Economics
Wealth Management Systems, Inc (WMSI) September 2014 - Present
Bank of America July 2008 - September 2014
Fidelity Investments February 1994 - July 2008
W R Grace 1988 - 1994
Amicon 1988 - 1994
Skills
Vendor Management, Mutual Funds, Series 7, E-commerce, Product Management, Project Management, Cross-functional Team..., Financial Services, Business Analysis, Web Design, Equities, Portfolio Management, Fixed Income, Strategy, Agile Methodologies, Relationship Management, Wealth Management, Securities, Investments, Visio, Series 63, Risk Management, Requirements Analysis, Information Architecture, SDLC, Program Management
Education
Bentley University 1986 — 1990
MBA, Finance
Fitchburg State University
BS, Accounting/Economics
Chris Stahlsmith Chris Stahlsmith's Wealth Management Systems, Inc (WMSI) Experience January 2015 - Present
Job Senior Software Engineer at Wealth Management Systems, Inc (WMSI)
Industry Information Technology and Services
Experience
Wealth Management Systems, Inc (WMSI) January 2015 - Present
Concurrent Technologies December 2013 - January 2015
LexisNexis May 2013 - November 2013
GenSpring Family Offices January 2012 - May 2013
NASA January 2011 - January 2012
Auroa Diagnostics September 2007 - January 2011
Skills
C#, ASP.NET, ASP.NET MVC, JavaScript, jQuery, CSS, MVC, Bootstrap, LESS, Entity Framework, LINQ, SQL, Microsoft SQL Server, Oracle, Databases, Object Oriented Design, Unit Testing, OAuth, T-SQL, SSRS, IIS, SSIS, XML, Database Design, Unity, Visual Basic, WPF, WCF, Web Services, TFS, HTML, XAML, MSMQ, WinForms, Windows Server, TCP/IP, Microsoft Office, Silverlight, RIA, Agile/Scrum, MDX, SharePoint, C++, Ext JS, Visual Studio, Oracle SQL Developer, Linux, Magento
Education
Palm Beach Community College 1989 — 1992
Associate of Arts (AA), Computer Science
Palm Beach Community College 1989 — 1992
Associate of Arts (AA), Computer Science
Wealth Management Systems, Inc (WMSI) January 2015 - Present
Concurrent Technologies December 2013 - January 2015
LexisNexis May 2013 - November 2013
GenSpring Family Offices January 2012 - May 2013
NASA January 2011 - January 2012
Auroa Diagnostics September 2007 - January 2011
Skills
C#, ASP.NET, ASP.NET MVC, JavaScript, jQuery, CSS, MVC, Bootstrap, LESS, Entity Framework, LINQ, SQL, Microsoft SQL Server, Oracle, Databases, Object Oriented Design, Unit Testing, OAuth, T-SQL, SSRS, IIS, SSIS, XML, Database Design, Unity, Visual Basic, WPF, WCF, Web Services, TFS, HTML, XAML, MSMQ, WinForms, Windows Server, TCP/IP, Microsoft Office, Silverlight, RIA, Agile/Scrum, MDX, SharePoint, C++, Ext JS, Visual Studio, Oracle SQL Developer, Linux, Magento
Education
Palm Beach Community College 1989 — 1992
Associate of Arts (AA), Computer Science
Palm Beach Community College 1989 — 1992
Associate of Arts (AA), Computer Science
Naphat Sanguansin Naphat Sanguansin's Wealth Management Systems, Inc (WMSI) Experience July 2013 - August 2013
Job Software Developer Intern at Dropbox
Industry Computer Software
Experience
Dropbox June 2015 - August 2015
Microsoft May 2014 - August 2014
Wealth Management Systems, Inc (WMSI) July 2013 - August 2013
Skills
iOS development, Functional Programming, OCaml, Java, PHP, JavaScript, Debate, Graphic Design, Microsoft Office, Matlab, Android Development, Objective-C, MySQL, HTML 5, Databases, User Interface Design, User Interface, User Experience, CSS3, TypeScript, Django, Bootstrap, jQuery, Python, C#, Script#, Less, Swift, COQ, C++, Software Verification
Education
Princeton University 2012 — 2016
BSE, Computer Science
Ekamai International School 2003 — 2012
Dropbox June 2015 - August 2015
Microsoft May 2014 - August 2014
Wealth Management Systems, Inc (WMSI) July 2013 - August 2013
Skills
iOS development, Functional Programming, OCaml, Java, PHP, JavaScript, Debate, Graphic Design, Microsoft Office, Matlab, Android Development, Objective-C, MySQL, HTML 5, Databases, User Interface Design, User Interface, User Experience, CSS3, TypeScript, Django, Bootstrap, jQuery, Python, C#, Script#, Less, Swift, COQ, C++, Software Verification
Education
Princeton University 2012 — 2016
BSE, Computer Science
Ekamai International School 2003 — 2012
John DiFonzo, CFA John DiFonzo, CFA's Wealth Management Systems, Inc (WMSI) Experience September 2014 - Present
Job Leveraging quantitative and analytical skills contributing to the investment management decision making process
Industry Financial Services
Experience
Wealth Management Systems, Inc (WMSI) September 2014 - Present
Manulife Financial June 2013 - August 2014
Fidelity Investments August 1999 - March 2012
Comverse Network Systems September 1996 - August 1999
Digital Equipment Corporation July 1986 - September 1996
Skills
Microsoft Excel, VBA, Equity Valuation, SQL, Software Project..., C++, Sybase, Oracle SQL, Unix Shell Scripting, Derivatives, Analytical Skills, SDLC, Oracle, Java, Analysis, Quality Assurance, Visual Basic, Project Management, Business Intelligence, Strategy, Systems Analysis, Agile Methodologies, Data Modeling, Requirements Gathering, Access, Financial Services, Business Analysis, Requirements Analysis, Web Applications, Business Requirements, Securities, Security
Education
Bentley University 1994 — 2004
Master of Science, Global Financial Analysis
Tufts University 1982 — 1986
Bachelor of Science, Electrical Engineering and Computer Engineering
Wealth Management Systems, Inc (WMSI) September 2014 - Present
Manulife Financial June 2013 - August 2014
Fidelity Investments August 1999 - March 2012
Comverse Network Systems September 1996 - August 1999
Digital Equipment Corporation July 1986 - September 1996
Skills
Microsoft Excel, VBA, Equity Valuation, SQL, Software Project..., C++, Sybase, Oracle SQL, Unix Shell Scripting, Derivatives, Analytical Skills, SDLC, Oracle, Java, Analysis, Quality Assurance, Visual Basic, Project Management, Business Intelligence, Strategy, Systems Analysis, Agile Methodologies, Data Modeling, Requirements Gathering, Access, Financial Services, Business Analysis, Requirements Analysis, Web Applications, Business Requirements, Securities, Security
Education
Bentley University 1994 — 2004
Master of Science, Global Financial Analysis
Tufts University 1982 — 1986
Bachelor of Science, Electrical Engineering and Computer Engineering
Wilker Shane Bruce's Wealth Management Systems, Inc (WMSI) Experience March 2004 - December 2010
Job
Industry Information Technology and Services
Experience
Bruce Consulting / WS Bruce Solutions LLC January 2011 - Present
Wealth Management Systems, Inc (WMSI) March 2004 - December 2010
Bruce Consulting Inc. February 2002 - March 2004
Cofiniti November 2000 - February 2002
SinglePoint Financial January 1998 - October 2000
Nova Southeastern University January 1996 - December 1997
IBM April 1981 - December 1995
Skills
IT Management, Information Technology, IT Solutions, Software Project..., Software Engineering, Software Development, .NET, ASP.NET, C#, Microsoft SQL Server, HTML, Automatic Code..., Artificial Intelligence, Machine Learning, Databases, Code Generation, VB.NET, Visual Studio, Enterprise Software, Programming, jQuery, ASP, SQL, JavaScript, XML, Cloud Computing, CSS, Architecture, Integration, OOP, Java Enterprise Edition, Performance Analysis, Unix, Business Intelligence, Web Applications, Database Design, IIS, T-SQL, WCF, WPF, Enterprise Architecture, Data Center, Web Services, SDLC, Mobile Devices, Business Analysis, SaaS, IT Strategy, Mobile Applications, Vendor Management
Education
Nova Southeastern University 1991 — 1995
Ph.D., Computer Science
Florida State University 1979 — 1981
M.S., Mathematics and Computer Science
Campbellsville University 1974 — 1976
B.A., Religion
Bruce Consulting / WS Bruce Solutions LLC January 2011 - Present
Wealth Management Systems, Inc (WMSI) March 2004 - December 2010
Bruce Consulting Inc. February 2002 - March 2004
Cofiniti November 2000 - February 2002
SinglePoint Financial January 1998 - October 2000
Nova Southeastern University January 1996 - December 1997
IBM April 1981 - December 1995
Skills
IT Management, Information Technology, IT Solutions, Software Project..., Software Engineering, Software Development, .NET, ASP.NET, C#, Microsoft SQL Server, HTML, Automatic Code..., Artificial Intelligence, Machine Learning, Databases, Code Generation, VB.NET, Visual Studio, Enterprise Software, Programming, jQuery, ASP, SQL, JavaScript, XML, Cloud Computing, CSS, Architecture, Integration, OOP, Java Enterprise Edition, Performance Analysis, Unix, Business Intelligence, Web Applications, Database Design, IIS, T-SQL, WCF, WPF, Enterprise Architecture, Data Center, Web Services, SDLC, Mobile Devices, Business Analysis, SaaS, IT Strategy, Mobile Applications, Vendor Management
Education
Nova Southeastern University 1991 — 1995
Ph.D., Computer Science
Florida State University 1979 — 1981
M.S., Mathematics and Computer Science
Campbellsville University 1974 — 1976
B.A., Religion
Ian McKeown's Wealth Management Systems, Inc (WMSI) Experience June 2012 - Present
Job Developer
Industry Internet
Experience
Wealth Management Systems, Inc (WMSI) June 2012 - Present
Lawyers Group Advertising, Inc. February 2010 - May 2012
ClearstoryTech July 2007 - January 2010
Options Group 2008 - 2010
BC Center for Corporate Citizenship 2005 - 2006
Cierant Corporation 2000 - 2003
Education
Boston College 2003 — 2006
Bachelors, Political Science / Economics
Wealth Management Systems, Inc (WMSI) June 2012 - Present
Lawyers Group Advertising, Inc. February 2010 - May 2012
ClearstoryTech July 2007 - January 2010
Options Group 2008 - 2010
BC Center for Corporate Citizenship 2005 - 2006
Cierant Corporation 2000 - 2003
Education
Boston College 2003 — 2006
Bachelors, Political Science / Economics
Angela Reed Angela Reed's Wealth Management Systems, Inc (WMSI) Experience February 2014 - June 2014
Job Senior Business Analyst (Consultant) at Tyco
Industry Information Technology and Services
Experience
Tyco January 2015 - Present
Signature Consultants August 2014 - November 2014
Wealth Management Systems, Inc (WMSI) February 2014 - June 2014
Office Depot February 2013 - September 2013
Pegasystems November 2010 - December 2012
UnitedHealth Group October 2007 - October 2011
Aetna 2006 - 2008
JM Family Enterprises 1997 - 2002
Skills
Scrum, Project Management, Microsoft Project, SDLC, SharePoint, Business Intelligence, Business Requirements, Visio, Requirements Gathering, Software Documentation, Business Process Design, Web Project Management, Business Analysis, Quality Assurance, User Acceptance Testing, Integration, Business Process, Requirements Analysis, Data Warehousing, IT Strategy, Process Improvement, Systems Analysis, Program Management, Analysis, Access, Business Process..., Software Project..., SOA, Vendor Management, Agile Methodologies, Software Development, Data Modeling, Project Planning, Agile Project Management, E-commerce, SQL, Databases, Web Design, Web Content Management, Search Engines, Web Content Optimization, Search Engine, Web Analytics, E-commerce SEO, CRM Integration, IBM BPM, Management, CRM, Leadership, Information Technology
Education
Kaplan University 2014 — 2016
Bachelor of Science (B.S.), Information Technology Project Management, 3.8 GPA
Eastern Iowa Community College District 1985 — 1987
Associate's Degree, Word Processing
Tyco January 2015 - Present
Signature Consultants August 2014 - November 2014
Wealth Management Systems, Inc (WMSI) February 2014 - June 2014
Office Depot February 2013 - September 2013
Pegasystems November 2010 - December 2012
UnitedHealth Group October 2007 - October 2011
Aetna 2006 - 2008
JM Family Enterprises 1997 - 2002
Skills
Scrum, Project Management, Microsoft Project, SDLC, SharePoint, Business Intelligence, Business Requirements, Visio, Requirements Gathering, Software Documentation, Business Process Design, Web Project Management, Business Analysis, Quality Assurance, User Acceptance Testing, Integration, Business Process, Requirements Analysis, Data Warehousing, IT Strategy, Process Improvement, Systems Analysis, Program Management, Analysis, Access, Business Process..., Software Project..., SOA, Vendor Management, Agile Methodologies, Software Development, Data Modeling, Project Planning, Agile Project Management, E-commerce, SQL, Databases, Web Design, Web Content Management, Search Engines, Web Content Optimization, Search Engine, Web Analytics, E-commerce SEO, CRM Integration, IBM BPM, Management, CRM, Leadership, Information Technology
Education
Kaplan University 2014 — 2016
Bachelor of Science (B.S.), Information Technology Project Management, 3.8 GPA
Eastern Iowa Community College District 1985 — 1987
Associate's Degree, Word Processing
Iveta Karapetian's Wealth Management Systems, Inc (WMSI) Experience March 2013 - September 2013
Job Project Manager at Viscardi Resources/Viscardi, Inc.
Industry Financial Services
Experience
Child HELP Partnership September 2014 - June 2015
Viscardi Resources/Viscardi Inc. February 2014 - February 2015
Wealth Management Systems, Inc (WMSI) March 2013 - September 2013
St. John's University September 2012 - February 2013
Barnes & Noble July 2011 - December 2012
York Theatre Company January 2011 - March 2011
Skills
Microsoft Office, Microsoft Excel, Learning Quickly, Analysis, PowerPoint, Highly Reliable, Microsoft Word, Access, Vocalist, Time Management, Teamwork, Mathematics, Personal Training, Computers, Finance, Microsoft Access, Organization, Professional..., Hadoop, Python, Customer Service, Social Media, Public Speaking, S-Plus, MapReduce, JSON
Education
Saint John's University - Peter J. Tobin College of Business 2013 — 2015
Master of Business Administration (MBA), Business Analytics, 3.85
Saint John's University - Peter J. Tobin College of Business 2010 — 2014
Bachelor of Science (B.S.), Finance, 3.62
Child HELP Partnership September 2014 - June 2015
Viscardi Resources/Viscardi Inc. February 2014 - February 2015
Wealth Management Systems, Inc (WMSI) March 2013 - September 2013
St. John's University September 2012 - February 2013
Barnes & Noble July 2011 - December 2012
York Theatre Company January 2011 - March 2011
Skills
Microsoft Office, Microsoft Excel, Learning Quickly, Analysis, PowerPoint, Highly Reliable, Microsoft Word, Access, Vocalist, Time Management, Teamwork, Mathematics, Personal Training, Computers, Finance, Microsoft Access, Organization, Professional..., Hadoop, Python, Customer Service, Social Media, Public Speaking, S-Plus, MapReduce, JSON
Education
Saint John's University - Peter J. Tobin College of Business 2013 — 2015
Master of Business Administration (MBA), Business Analytics, 3.85
Saint John's University - Peter J. Tobin College of Business 2010 — 2014
Bachelor of Science (B.S.), Finance, 3.62
Alicia Hartjen's Wealth Management Systems, Inc (WMSI) Experience October 2013 - Present
Job Vice President, Head of Product Development at Wealth Management Systems, Inc (WMSI)
Industry Financial Services
Experience
Wealth Management Systems, Inc (WMSI) October 2013 - Present
S&P Capital IQ Financial Communications September 2007 - September 2013
Experience, Inc. February 2007 - September 2007
Experience, Inc. July 2004 - February 2007
Experience, Inc. July 2004 - July 2005
Trellix July 2000 - March 2004
CMGi 2001 - 2003
MyWay (a former CMGI company) November 1998 - July 2000
MyWay (a former CMGI company) September 1997 - November 1998
Skills
Product Management, User Interface Design, Quality Assurance, Product Strategy, Usability Testing, Content Management, User Experience, Product Development, Information Architecture, Strategic Planning, Process Improvement, SaaS, Start-ups, Strategy, Analytics, E-commerce
Education
Babson College - Franklin W. Olin Graduate School of Business 2000 — 2005
MBA, Leading Dynamic Organizations in the Information Age
University of Missouri - School of Journalism
Bachelors Degree, Advertising
Wealth Management Systems, Inc (WMSI) October 2013 - Present
S&P Capital IQ Financial Communications September 2007 - September 2013
Experience, Inc. February 2007 - September 2007
Experience, Inc. July 2004 - February 2007
Experience, Inc. July 2004 - July 2005
Trellix July 2000 - March 2004
CMGi 2001 - 2003
MyWay (a former CMGI company) November 1998 - July 2000
MyWay (a former CMGI company) September 1997 - November 1998
Skills
Product Management, User Interface Design, Quality Assurance, Product Strategy, Usability Testing, Content Management, User Experience, Product Development, Information Architecture, Strategic Planning, Process Improvement, SaaS, Start-ups, Strategy, Analytics, E-commerce
Education
Babson College - Franklin W. Olin Graduate School of Business 2000 — 2005
MBA, Leading Dynamic Organizations in the Information Age
University of Missouri - School of Journalism
Bachelors Degree, Advertising
Kelvin Tong Kelvin Tong's Wealth Management Systems, Inc (WMSI) Experience February 2013 - Present
Job Risk & Compliance Manager, Information Technology Auditor, and Disaster Recovery & Business Continuity Professional
Industry Financial Services
Experience
Wealth Management Systems, Inc (WMSI) February 2013 - Present
Fortress Investment Group October 2007 - February 2013
The Madison Davis Group September 2005 - October 2007
Canon USA October 2003 - June 2004
Citigroup Global Investments 1999 - 2003
Broadview Networks 1999 - 1999
CompUSA 1998 - 1999
Kintetsu World Express January 1988 - February 1998
Skills
Information Security, IT Audit, Sarbanes-Oxley Act, Information Technology, Project Management, Disaster Recovery, Business Continuity, Vendor Management, Governance, Risk Management, Information Security..., Business Analysis, Internal Audit, SDLC, Enterprise Risk..., Financial Risk, Risk Assessment, Process Improvement, Change Management, Project Planning, Compliance Testing, Consulting, Financial Services, Security, IT Management, Leadership, Auditing, Management, Banking, Finance, IT Strategy, Infrastructure, Business Process, Mergers & Acquisitions, Business Process..., Human Resources, Enterprise Architecture, Management Consulting, ITIL, Internal Controls, COBIT, Sarbanes-Oxley, Business Continuity..., Team Building, ISO 27001, Operational Risk..., IT Operations, CISSP, Financial Analysis, Data Center
Education
Nyack College
City University of New York
City University of New York-Hunter College
Wealth Management Systems, Inc (WMSI) February 2013 - Present
Fortress Investment Group October 2007 - February 2013
The Madison Davis Group September 2005 - October 2007
Canon USA October 2003 - June 2004
Citigroup Global Investments 1999 - 2003
Broadview Networks 1999 - 1999
CompUSA 1998 - 1999
Kintetsu World Express January 1988 - February 1998
Skills
Information Security, IT Audit, Sarbanes-Oxley Act, Information Technology, Project Management, Disaster Recovery, Business Continuity, Vendor Management, Governance, Risk Management, Information Security..., Business Analysis, Internal Audit, SDLC, Enterprise Risk..., Financial Risk, Risk Assessment, Process Improvement, Change Management, Project Planning, Compliance Testing, Consulting, Financial Services, Security, IT Management, Leadership, Auditing, Management, Banking, Finance, IT Strategy, Infrastructure, Business Process, Mergers & Acquisitions, Business Process..., Human Resources, Enterprise Architecture, Management Consulting, ITIL, Internal Controls, COBIT, Sarbanes-Oxley, Business Continuity..., Team Building, ISO 27001, Operational Risk..., IT Operations, CISSP, Financial Analysis, Data Center
Education
Nyack College
City University of New York
City University of New York-Hunter College
Jim Gruszynski Jim Gruszynski's Wealth Management Systems, Inc (WMSI) Experience January 2015 - Present
Job Contract Programmer at Wealth Management Systems, Inc (WMSI)
Industry Computer Software
Experience
Wealth Management Systems, Inc (WMSI) January 2015 - Present
Next Gear Solutions December 2013 - June 2014
Wealth Management Systems, Inc (WMSI) June 2011 - November 2013
Tyco Fire & Security September 2008 - 2010
Tyco Fire & Security September 2001 - August 2008
Sensormatic July 1993 - August 2001
Nova Southeastern University 1991 - 1996
Accelerated Computer Technologies 1989 - 1993
Gould Computer Systems 1981 - 1989
Skills
Software Engineering, C#, OOP, Database Design, Application Development, .NET, Java, ASP.NET, SQL Server, Visual Studio, Software Development, SQL, ADO.NET, UML, Software Project..., Microsoft SQL Server, Databases, C, LINQ, IIS, Unix, Agile Methodologies, WCF, T-SQL, Web Development, Web Services, MVC, Java Enterprise Edition, jQuery, Software Design, AJAX, XML, Project Management, JavaScript
Education
Nova Southeastern University 1986 — 1991
M.S., Computer Science
Florida Atlantic University 1979 — 1981
B.A.S., Computer Systems
Broward Community College 1977 — 1979
A.A., Computer Science
Wealth Management Systems, Inc (WMSI) January 2015 - Present
Next Gear Solutions December 2013 - June 2014
Wealth Management Systems, Inc (WMSI) June 2011 - November 2013
Tyco Fire & Security September 2008 - 2010
Tyco Fire & Security September 2001 - August 2008
Sensormatic July 1993 - August 2001
Nova Southeastern University 1991 - 1996
Accelerated Computer Technologies 1989 - 1993
Gould Computer Systems 1981 - 1989
Skills
Software Engineering, C#, OOP, Database Design, Application Development, .NET, Java, ASP.NET, SQL Server, Visual Studio, Software Development, SQL, ADO.NET, UML, Software Project..., Microsoft SQL Server, Databases, C, LINQ, IIS, Unix, Agile Methodologies, WCF, T-SQL, Web Development, Web Services, MVC, Java Enterprise Edition, jQuery, Software Design, AJAX, XML, Project Management, JavaScript
Education
Nova Southeastern University 1986 — 1991
M.S., Computer Science
Florida Atlantic University 1979 — 1981
B.A.S., Computer Systems
Broward Community College 1977 — 1979
A.A., Computer Science
Serhiy Semenchuk Serhiy Semenchuk's Wealth Management Systems, Inc (WMSI) Experience October 2011 - Present
Job Sr. Developer at Wealth Management Systems, Inc (WMSI)
Industry Banking
Experience
Wealth Management Systems, Inc (WMSI) October 2011 - Present
Lydian Private Bank August 2007 - October 2011
Lydian Mortgage April 2005 - August 2007
Skills
T-SQL, VB.NET, Microsoft SQL Server, ASP.NET, C#, .NET, ADO.NET, WCF, jQuery, Visual Studio, WPF, MVC, Web Services, Agile Methodologies, WinForms, ASP.NET MVC, LINQ, Software Development, TFS
Education
Nova Southeastern University 2002 — 2003
MS, Computer Information Systems
State University 'Lviv Polytechnics' 1992 — 1997
Engineer, Telecommunication
Wealth Management Systems, Inc (WMSI) October 2011 - Present
Lydian Private Bank August 2007 - October 2011
Lydian Mortgage April 2005 - August 2007
Skills
T-SQL, VB.NET, Microsoft SQL Server, ASP.NET, C#, .NET, ADO.NET, WCF, jQuery, Visual Studio, WPF, MVC, Web Services, Agile Methodologies, WinForms, ASP.NET MVC, LINQ, Software Development, TFS
Education
Nova Southeastern University 2002 — 2003
MS, Computer Information Systems
State University 'Lviv Polytechnics' 1992 — 1997
Engineer, Telecommunication
Rob Buck Rob Buck's Wealth Management Systems, Inc (WMSI) Experience February 2011 - Present
Job CIO at Wealth Management Systems, Inc (WMSI)
Industry Banking
Experience
Wealth Management Systems, Inc (WMSI) February 2011 - Present
HomeBanc N.A. July 2008 - April 2011
StoneCrest National Bancorp August 2007 - July 2008
Technology & Management Consulting March 2006 - August 2007
Lydian Private Bank September 2000 - March 2006
EDS 1997 - 1999
Community Educators Credit Union 1996 - 1998
Education
Troy University 1988 — 1992
BS, Resource Management
Wealth Management Systems, Inc (WMSI) February 2011 - Present
HomeBanc N.A. July 2008 - April 2011
StoneCrest National Bancorp August 2007 - July 2008
Technology & Management Consulting March 2006 - August 2007
Lydian Private Bank September 2000 - March 2006
EDS 1997 - 1999
Community Educators Credit Union 1996 - 1998
Education
Troy University 1988 — 1992
BS, Resource Management
Amy Mei's Wealth Management Systems, Inc (WMSI) Experience January 2014 - April 2014
Job Validation Engineer at EMD Millipore
Industry Biotechnology
Experience
EMD Millipore January 2015 - Present
Wealth Management Systems, Inc (WMSI) January 2014 - April 2014
Pfizer March 2014 - March 2014
Veterans Affairs Medical Center June 2012 - August 2013
Brown University May 2010 - May 2012
Columbia University May 2011 - August 2011
Skills
Mammalian Cell Culture, RNA isolation, RT-PCR, Biomedical Engineering, Gel Electrophoresis, Bacterial Cell Culture, Stem Cell Research, Mechanical Strength..., Fluorescence Microscopy, Scanning Electron..., Matlab, Mathematica, InStat, Microsoft Excel, Abaqus, Python, ImageJ, Photoshop, Cartilage, Protein Assays, ELISA, Contact Angle, Biofilms, Labview, Maple, FDA GMP, PHP, PDFLib, Solidworks
Education
Brown University 2008 — 2012
Bachelor of Science (BSc), Biomedical Engineering
EMD Millipore January 2015 - Present
Wealth Management Systems, Inc (WMSI) January 2014 - April 2014
Pfizer March 2014 - March 2014
Veterans Affairs Medical Center June 2012 - August 2013
Brown University May 2010 - May 2012
Columbia University May 2011 - August 2011
Skills
Mammalian Cell Culture, RNA isolation, RT-PCR, Biomedical Engineering, Gel Electrophoresis, Bacterial Cell Culture, Stem Cell Research, Mechanical Strength..., Fluorescence Microscopy, Scanning Electron..., Matlab, Mathematica, InStat, Microsoft Excel, Abaqus, Python, ImageJ, Photoshop, Cartilage, Protein Assays, ELISA, Contact Angle, Biofilms, Labview, Maple, FDA GMP, PHP, PDFLib, Solidworks
Education
Brown University 2008 — 2012
Bachelor of Science (BSc), Biomedical Engineering
Marina Rakhkin's Wealth Management Systems, Inc (WMSI) Experience November 2013 - Present
Job Implementation Project Manager at Wealth Management Systems, Inc.
Industry Internet
Experience
Wealth Management Systems, Inc (WMSI) November 2013 - Present
SAI Global June 2012 - January 2013
Vivox April 2011 - May 2012
Experience, Inc. December 2008 - March 2011
Experience, Inc. January 2007 - December 2008
Experience, Inc. March 2006 - January 2007
Candy Ford Modeling Agengy June 2005 - March 2006
Skills
Product Management, Project Management, Cross-functional Team..., Analysis, SaaS, Product Marketing, Competitive Analysis, Analytics, E-commerce, Usability Testing, Requirements Analysis, Strategy, Salesforce.com, Start-ups, Leadership, Integration, Product Development, Management, CRM, User Experience, B2B, Web Analytics, SDLC, Quality Assurance, Account Management, Integrated Marketing, Agile Methodologies, Mobile Applications
Education
Boston University - School of Management 2001 — 2005
Bachelor of Science in Business Administration; Cum Laude, Concentration in Marketing; Minor in Management Information Systems
Wealth Management Systems, Inc (WMSI) November 2013 - Present
SAI Global June 2012 - January 2013
Vivox April 2011 - May 2012
Experience, Inc. December 2008 - March 2011
Experience, Inc. January 2007 - December 2008
Experience, Inc. March 2006 - January 2007
Candy Ford Modeling Agengy June 2005 - March 2006
Skills
Product Management, Project Management, Cross-functional Team..., Analysis, SaaS, Product Marketing, Competitive Analysis, Analytics, E-commerce, Usability Testing, Requirements Analysis, Strategy, Salesforce.com, Start-ups, Leadership, Integration, Product Development, Management, CRM, User Experience, B2B, Web Analytics, SDLC, Quality Assurance, Account Management, Integrated Marketing, Agile Methodologies, Mobile Applications
Education
Boston University - School of Management 2001 — 2005
Bachelor of Science in Business Administration; Cum Laude, Concentration in Marketing; Minor in Management Information Systems
Kelly Goldman's Wealth Management Systems, Inc (WMSI) Experience December 2014 - Present
Job Finance Intern at Wealth Management Systems, Inc (WMSI)
Industry Financial Services
Experience
Wealth Management Systems, Inc (WMSI) December 2014 - Present
Bentley University Financial Aid Office August 2012 - Present
Euclides Technologies Incorporated August 2014 - December 2014
The Limited August 2013 - January 2014
Perry's Last Stand Ice Cream April 2011 - August 2013
Bentley University Card Office September 2012 - May 2013
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Google+, Google Docs, Patience, Friendly Personality, Passion for Helping..., Microsoft Office, Customer Service, Social Media, Leadership, Teamwork, Public Speaking
Education
Bentley University 2012 — 2015
Bachelor of Science, Corporate Finance and Accounting, Law Minor, Graduating December 2015
Sacred Heart High School, Kingston MA 2008 — 2012
Wealth Management Systems, Inc (WMSI) December 2014 - Present
Bentley University Financial Aid Office August 2012 - Present
Euclides Technologies Incorporated August 2014 - December 2014
The Limited August 2013 - January 2014
Perry's Last Stand Ice Cream April 2011 - August 2013
Bentley University Card Office September 2012 - May 2013
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Google+, Google Docs, Patience, Friendly Personality, Passion for Helping..., Microsoft Office, Customer Service, Social Media, Leadership, Teamwork, Public Speaking
Education
Bentley University 2012 — 2015
Bachelor of Science, Corporate Finance and Accounting, Law Minor, Graduating December 2015
Sacred Heart High School, Kingston MA 2008 — 2012
Casey Flanigan's Wealth Management Systems, Inc (WMSI) Experience June 2015 - Present
Job Marketing Intern at Wealth Management Systems, Inc (WMSI)
Industry Public Relations and Communications
Experience
Wealth Management Systems, Inc (WMSI) June 2015 - Present
Tatum, a Randstad company January 2015 - April 2015
BluChip May 2014 - August 2014
The Head of the Bay Club June 2010 - August 2013
Skills
Social Media, PowerPoint, Microsoft Office, Social Media Marketing, Facebook, Teamwork, Marketing Communications, Social Networking, Microsoft Excel, Customer Service, Microsoft Word, Advertising, Research, Salesforce.com, Market Research, Marketing Event Planning, Cold Calling, Business Development, Photoshop
Education
Bentley University 2012 — 2016
Bachelor's Degree, Information Design and Corporate Communications
Wealth Management Systems, Inc (WMSI) June 2015 - Present
Tatum, a Randstad company January 2015 - April 2015
BluChip May 2014 - August 2014
The Head of the Bay Club June 2010 - August 2013
Skills
Social Media, PowerPoint, Microsoft Office, Social Media Marketing, Facebook, Teamwork, Marketing Communications, Social Networking, Microsoft Excel, Customer Service, Microsoft Word, Advertising, Research, Salesforce.com, Market Research, Marketing Event Planning, Cold Calling, Business Development, Photoshop
Education
Bentley University 2012 — 2016
Bachelor's Degree, Information Design and Corporate Communications
H. Scott Bray's Wealth Management Systems, Inc (WMSI) Experience May 2012 - Present
Job UI Architect at Wealth Management Systems Inc.
Industry Financial Services
Experience
Wealth Management Systems, Inc (WMSI) May 2012 - Present
Fleishman-Hillard September 2009 - August 2011
Fleishman Hillard Digital June 2007 - September 2009
Euro RSCG 4D March 2000 - May 2007
Tufts University November 1999 - March 2000
Lucent Technologies November 1998 - October 1999
Stream International July 1998 - November 1998
Skills
User Experience, CSS3, jQuery, HTML 5, HTML emails, Web Analytics, User Interface, Digital Strategy, CSS, Web Applications, HTML, XHTML, Databases, User Interface Design, Web Development, JavaScript, Email Marketing, SEO, CMS
Education
Clark University Computer Career Institute 1999 — 1999
Certificate
Massachusetts College of Liberal Arts 1993 — 1997
Bachelor of Arts (B.A.)
Wealth Management Systems, Inc (WMSI) May 2012 - Present
Fleishman-Hillard September 2009 - August 2011
Fleishman Hillard Digital June 2007 - September 2009
Euro RSCG 4D March 2000 - May 2007
Tufts University November 1999 - March 2000
Lucent Technologies November 1998 - October 1999
Stream International July 1998 - November 1998
Skills
User Experience, CSS3, jQuery, HTML 5, HTML emails, Web Analytics, User Interface, Digital Strategy, CSS, Web Applications, HTML, XHTML, Databases, User Interface Design, Web Development, JavaScript, Email Marketing, SEO, CMS
Education
Clark University Computer Career Institute 1999 — 1999
Certificate
Massachusetts College of Liberal Arts 1993 — 1997
Bachelor of Arts (B.A.)
David. Marconi, CPA, QPA, CEBS's Wealth Management Systems, Inc (WMSI) Experience March 2011 - Present
Job Vice President, Product Solution Architect at Wealth Management Systems, Inc (WMSI)
Industry Financial Services
Experience
Wealth Management Systems, Inc (WMSI) March 2011 - Present
The Hartford September 2007 - February 2010
ACS May 2005 - September 2007
Mellon HR Solutions March 1993 - May 2005
State Street Bank June 1991 - March 1993
Skills
Project Management, Banking, Budgets, Financial Analysis, Strategic Planning, Team Leadership, Outsourcing, Business Analysis, Employee Benefits
Education
University of Cincinnati 1984 — 1990
B.S., Information processing
University of Cincinnati 1984 — 1988
BS, Accounting
Wealth Management Systems, Inc (WMSI) March 2011 - Present
The Hartford September 2007 - February 2010
ACS May 2005 - September 2007
Mellon HR Solutions March 1993 - May 2005
State Street Bank June 1991 - March 1993
Skills
Project Management, Banking, Budgets, Financial Analysis, Strategic Planning, Team Leadership, Outsourcing, Business Analysis, Employee Benefits
Education
University of Cincinnati 1984 — 1990
B.S., Information processing
University of Cincinnati 1984 — 1988
BS, Accounting
Romy Wightman's Wealth Management Systems, Inc (WMSI) Experience November 2011 - April 2014
Job Director Sales, Southwest Region at Maestro Healthcare Technology
Industry Financial Services
Experience
Maestro Health April 2014 - Present
Wealth Management Systems, Inc (WMSI) November 2011 - April 2014
RW Benefit Communications November 1998 - November 2011
Willis 1994 - 1998
Confederation Life 1990 - 1993
Confederation Life 1990 - 1993
Skills
Self Funding, Private Exchange, Employee Relations, Strategic Planning, Life Insurance, 401k, Relationship Management, Disability Insurance, Deferred Compensation, Financial Services, Health Savings Accounts, Team Building
Education
Indiana University of Pennsylvania 1982 — 1986
BS, Finance
Indiana University of Pennsylvania
Bachelor of Science (B.S.), Finance, General
Maestro Health April 2014 - Present
Wealth Management Systems, Inc (WMSI) November 2011 - April 2014
RW Benefit Communications November 1998 - November 2011
Willis 1994 - 1998
Confederation Life 1990 - 1993
Confederation Life 1990 - 1993
Skills
Self Funding, Private Exchange, Employee Relations, Strategic Planning, Life Insurance, 401k, Relationship Management, Disability Insurance, Deferred Compensation, Financial Services, Health Savings Accounts, Team Building
Education
Indiana University of Pennsylvania 1982 — 1986
BS, Finance
Indiana University of Pennsylvania
Bachelor of Science (B.S.), Finance, General
James Wironen's Wealth Management Systems, Inc (WMSI) Experience June 2014 - Present
Job Vice President Strategic Partnerships at Wealth Management Systems, Inc (WMSI)
Industry Financial Services
Experience
Wealth Management Systems, Inc (WMSI) June 2014 - Present
Boston College May 2012 - December 2013
Boston College April 2009 - September 2012
AARP July 2005 - August 2008
AARP June 2005 - August 2008
New River Inc. June 2002 - July 2005
Morningstar August 1998 - December 2000
New York Life 1995 - 1996
State Street 1992 - 1995
Fidelity Investments January 1984 - December 1991
Skills
Marketing, Product Development, Marketing Communications, Sales, Strategic Planning, Product Marketing, Product Management, Investments, Marketing Strategy, Competitive Analysis, Market Research, Business Strategy, Strategic Partnerships, Series 7, Integrated Marketing, Program Management, Asset Managment, Financial Services, Cross-functional Team..., Strategy, Management, New Business Development, Mutual Funds, Leadership, SaaS, Asset Management, Analytics, Start-ups, Insurance
Education
Western New England University 1979 — 1982
MBA, Marketing
Saint Anselm College 1970 — 1974
BA, Politics
Wealth Management Systems, Inc (WMSI) June 2014 - Present
Boston College May 2012 - December 2013
Boston College April 2009 - September 2012
AARP July 2005 - August 2008
AARP June 2005 - August 2008
New River Inc. June 2002 - July 2005
Morningstar August 1998 - December 2000
New York Life 1995 - 1996
State Street 1992 - 1995
Fidelity Investments January 1984 - December 1991
Skills
Marketing, Product Development, Marketing Communications, Sales, Strategic Planning, Product Marketing, Product Management, Investments, Marketing Strategy, Competitive Analysis, Market Research, Business Strategy, Strategic Partnerships, Series 7, Integrated Marketing, Program Management, Asset Managment, Financial Services, Cross-functional Team..., Strategy, Management, New Business Development, Mutual Funds, Leadership, SaaS, Asset Management, Analytics, Start-ups, Insurance
Education
Western New England University 1979 — 1982
MBA, Marketing
Saint Anselm College 1970 — 1974
BA, Politics
Speros Anagnostos's Wealth Management Systems, Inc (WMSI) Experience July 2014 - Present
Job Project Manager at Wealth Management Systems, Inc.
Industry Financial Services
Experience
Wealth Management Systems, Inc (WMSI) July 2014 - Present
ADP Retirement Services September 2009 - July 2014
ADP Retirement Services November 2007 - September 2009
Skills
Retirement, Strategic Planning, Series 63, 401k, Relationship Management, Mutual Funds, Investments, Financial Modeling, Defined Benefit, Asset Allocation, Employee Benefits, Retirement Planning, Financial Services, Equities, Fixed Annuities, Defined Contribution, Pensions, Series 7, Vendor Management, Securities, Benefits Administration, Asset Management, Financial Analysis, Wealth Management, Profit Sharing, Investment Advisory, ADP Payroll, Process Improvement, Business Analysis, Payroll, Retirement Plan..., Client Services, Finance, Business Development, Strategic Financial...
Education
Rutgers, The State University of New Jersey-Newark 2002 — 2005
Bachelor of Science, Finance
Rutgers Business School
Bachelor’s Degree, Finance
Wealth Management Systems, Inc (WMSI) July 2014 - Present
ADP Retirement Services September 2009 - July 2014
ADP Retirement Services November 2007 - September 2009
Skills
Retirement, Strategic Planning, Series 63, 401k, Relationship Management, Mutual Funds, Investments, Financial Modeling, Defined Benefit, Asset Allocation, Employee Benefits, Retirement Planning, Financial Services, Equities, Fixed Annuities, Defined Contribution, Pensions, Series 7, Vendor Management, Securities, Benefits Administration, Asset Management, Financial Analysis, Wealth Management, Profit Sharing, Investment Advisory, ADP Payroll, Process Improvement, Business Analysis, Payroll, Retirement Plan..., Client Services, Finance, Business Development, Strategic Financial...
Education
Rutgers, The State University of New Jersey-Newark 2002 — 2005
Bachelor of Science, Finance
Rutgers Business School
Bachelor’s Degree, Finance
Eric Read's Wealth Management Systems, Inc (WMSI) Experience August 1993 - Present
Job Senior Developer at Wealth Management Systems, Inc.
Industry Financial Services
Experience
WMSI October 2012 - Present
Unity Yoga 1999 - Present
Wealth Management Systems, Inc (WMSI) August 1993 - Present
Skills
Microsoft Word, Microsoft Office, Financial Modeling, Microsoft Excel, Healing, Equities, Asset Managment, Hatha Yoga, Yoga, Stress Management, Wellbeing, Meditation, Strength Training, Personal Development
Education
Harvard University
WMSI October 2012 - Present
Unity Yoga 1999 - Present
Wealth Management Systems, Inc (WMSI) August 1993 - Present
Skills
Microsoft Word, Microsoft Office, Financial Modeling, Microsoft Excel, Healing, Equities, Asset Managment, Hatha Yoga, Yoga, Stress Management, Wellbeing, Meditation, Strength Training, Personal Development
Education
Harvard University
Richard Baughman's Wealth Management Systems, Inc (WMSI) Experience October 2012 - Present
Job VP Technology at Wealth Management Systems, Inc (WMSI)
Industry Financial Services
Experience
Wealth Management Systems, Inc (WMSI) October 2012 - Present
Archimedes Systems 1993 - Present
Boston Technology Corporation 1991 - 1992
Price Waterhouse 1986 - 1991
Consumer Financial Institute 1981 - 1986
Data Resources, Inc. 1979 - 1981
DRI/McGraw-Hill 1979 - 1981
Strategic Planning Institute 1975 - 1979
Skills
Software Development, SQL, jQuery, JavaScript, PHP, Linux, Databases, Java, Perl, Relationship Management, Project Management
Education
Harvard University 1971 — 1975
BA, Economics, Computer Science
Wealth Management Systems, Inc (WMSI) October 2012 - Present
Archimedes Systems 1993 - Present
Boston Technology Corporation 1991 - 1992
Price Waterhouse 1986 - 1991
Consumer Financial Institute 1981 - 1986
Data Resources, Inc. 1979 - 1981
DRI/McGraw-Hill 1979 - 1981
Strategic Planning Institute 1975 - 1979
Skills
Software Development, SQL, jQuery, JavaScript, PHP, Linux, Databases, Java, Perl, Relationship Management, Project Management
Education
Harvard University 1971 — 1975
BA, Economics, Computer Science
Christopher Figueroa's Wealth Management Systems, Inc (WMSI) Experience October 2013 - November 2014
Job CohnReznick Advisory Group Intern at CohnReznick
Industry
Experience
CohnReznick LLP May 2015 - Present
Brookline Public Schools November 2014 - May 2015
Wealth Management Systems, Inc (WMSI) October 2013 - November 2014
The Cape Cod Five Cents Savings Bank June 2014 - August 2014
Cinemagic Stadium Theaters March 2010 - September 2013
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, PowerPoint, Data Analysis, Social Networking, Leadership, Social Media, Financial Analysis, Public Speaking, Financial Modeling
Education
Bentley University 2012 — 2016
Bachelor of Science, Human Resources Management
Bentley University 2012 — 2016
Bachelor's Degree, Business Administration and Management, General
Bishop Guertin High School 2008 — 2012
CohnReznick LLP May 2015 - Present
Brookline Public Schools November 2014 - May 2015
Wealth Management Systems, Inc (WMSI) October 2013 - November 2014
The Cape Cod Five Cents Savings Bank June 2014 - August 2014
Cinemagic Stadium Theaters March 2010 - September 2013
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, PowerPoint, Data Analysis, Social Networking, Leadership, Social Media, Financial Analysis, Public Speaking, Financial Modeling
Education
Bentley University 2012 — 2016
Bachelor of Science, Human Resources Management
Bentley University 2012 — 2016
Bachelor's Degree, Business Administration and Management, General
Bishop Guertin High School 2008 — 2012
Tony Durak's Wealth Management Systems, Inc (WMSI) Experience April 2015 - Present
Job Vice President Relationship Management at Wealth Management Systems, Inc (WMSI)
Industry Financial Services
Experience
Wealth Management Systems, Inc (WMSI) April 2015 - Present
Wealth Management Systems, Inc (WMSI) 2015 - Present
Prudential Financial March 2013 - April 2015
MetLife 2006 - 2012
Affiliated Computer Services 2002 - 2006
Kwasha Lipton/PWC Unifi 1994 - 2001
The Segal Company 1988 - 1994
Bankers Trust 1984 - 1988
Education
Wagner College 1985 — 1988
Master of Business Administration (MBA), Business Administration, Management and Operations
St. Peter's College 1980 — 1984
Bachelor of Science (BSc), Business Administration and Management, General
Wealth Management Systems, Inc (WMSI) April 2015 - Present
Wealth Management Systems, Inc (WMSI) 2015 - Present
Prudential Financial March 2013 - April 2015
MetLife 2006 - 2012
Affiliated Computer Services 2002 - 2006
Kwasha Lipton/PWC Unifi 1994 - 2001
The Segal Company 1988 - 1994
Bankers Trust 1984 - 1988
Education
Wagner College 1985 — 1988
Master of Business Administration (MBA), Business Administration, Management and Operations
St. Peter's College 1980 — 1984
Bachelor of Science (BSc), Business Administration and Management, General
Dawn Hannon's Wealth Management Systems, Inc (WMSI) Experience October 2013 - Present
Job Accountant at Wealth Management Systems, Inc
Industry Financial Services
Experience
Wealth Management Systems, Inc (WMSI) October 2013 - Present
Standard & Poor's July 1997 - September 2013
Skills
Financial Reporting, Financial Services
Education
Keene State College 1985 — 1990
Bachelor of Arts (BA), Psychology
Wealth Management Systems, Inc (WMSI) October 2013 - Present
Standard & Poor's July 1997 - September 2013
Skills
Financial Reporting, Financial Services
Education
Keene State College 1985 — 1990
Bachelor of Arts (BA), Psychology
Bobby Hennessy's Wealth Management Systems, Inc (WMSI) Experience June 2010 - August 2010
Job Investment Banker Commercial Properties at Credit Suisse
Industry Banking
Experience
Credit Suisse June 2012 - Present
Credit Suisse June 2011 - August 2011
Wealth Management Systems, Inc (WMSI) June 2010 - August 2010
Education
University of Denver 2008 — 2012
Credit Suisse June 2012 - Present
Credit Suisse June 2011 - August 2011
Wealth Management Systems, Inc (WMSI) June 2010 - August 2010
Education
University of Denver 2008 — 2012
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY