Resumes
Resumes
Customer Success Manager
View pageLocation:
7371 Stream Bluff Way, Springfield, VA 22153
Industry:
Financial Services
Work:
Leaseaccelerator
Customer Success Manager
Morningstar
Customer Success Manager
Morningstar Sep 2015 - Aug 2016
Manager of Implementation - Byallaccounts
Morningstar Jul 2014 - Sep 2015
Senior Client Service Associate - Byallaccounts
Ryan Financial Advisors Sep 2012 - Apr 2014
Operations Manager
Customer Success Manager
Morningstar
Customer Success Manager
Morningstar Sep 2015 - Aug 2016
Manager of Implementation - Byallaccounts
Morningstar Jul 2014 - Sep 2015
Senior Client Service Associate - Byallaccounts
Ryan Financial Advisors Sep 2012 - Apr 2014
Operations Manager
Education:
Boston University 2018 - 2018
Master of Business Administration, Masters Boston University 2010 - 2012
Master of Business Administration, Masters, Finance Bryant University 2002 - 2006
Bachelors, Bachelor of Science, Business Administration
Master of Business Administration, Masters Boston University 2010 - 2012
Master of Business Administration, Masters, Finance Bryant University 2002 - 2006
Bachelors, Bachelor of Science, Business Administration
Skills:
Financial Analysis
Financial Modeling
Corporate Finance
Valuation
Mutual Funds
Equities
Investments
Fixed Income
Securities
Portfolio Management
Process Improvement
Bloomberg
Leadership
Finance
Financial Services
Financial Modeling
Corporate Finance
Valuation
Mutual Funds
Equities
Investments
Fixed Income
Securities
Portfolio Management
Process Improvement
Bloomberg
Leadership
Finance
Financial Services
Interests:
Education
Certifications:
Series 7
Series 66
Finra
Series 66
Finra
Jason Dijak Woburn, MA
View pageWork:
Ryan Financial Advisors
Andover, MA
Sep 2012 to Apr 2014
Operations Manager
Brown Brothers Harriman
Boston, MA
Dec 2007 to Aug 2012
Senior Operations Specialist
Sovereign Bank
Framingham, MA
Oct 2006 to Nov 2007
Personal Banking Representative
John Hancock Financial Network
Wellesley, MA
Jun 2006 to Sep 2006
Marketing Representative
Andover, MA
Sep 2012 to Apr 2014
Operations Manager
Brown Brothers Harriman
Boston, MA
Dec 2007 to Aug 2012
Senior Operations Specialist
Sovereign Bank
Framingham, MA
Oct 2006 to Nov 2007
Personal Banking Representative
John Hancock Financial Network
Wellesley, MA
Jun 2006 to Sep 2006
Marketing Representative
Education:
Boston University Graduate School of Management
Boston, MA
Sep 2011 to Jan 2013
MBA in Finance
Bryant University
Smithfield, RI
Sep 2002 to May 2006
Bachelor of Science in Business Administration, Financial Services
Boston, MA
Sep 2011 to Jan 2013
MBA in Finance
Bryant University
Smithfield, RI
Sep 2002 to May 2006
Bachelor of Science in Business Administration, Financial Services
Skills:
Budgeting, Financial Modeling, Financial Statement Analysis, Forecasting, Leadership, Project Management TECHNOLOGY: Bloomberg, EAGLE, Hyperion, Morningstar, MS Office, Reuters, SAP