All Olmstead Associates staff possess significant experience in both financial services and technology. For a wide variety of companies, they have demonstrated the ability to successfully integrate business and technical options into practical business solutions. In addition to their unique backgrounds, all associates have demonstrated effective communications at all levels of management, strong analytical talents and the ability to work independently or as a team member.
Ron has over eighteen years in financial services providing technology strategy, business and systems design, systems development and implementation, marketing analysis and support, and operational and systems training for many of the top financial services industry organizations including State Street Bank, Fidelity, Shawmut, Bankers Trust, JP Morgan, Extel Financial, SunGard, and Thomson Financial. Prior to founding Olmstead Associates, Inc., Ron worked for BFDS, Price Waterhouse, Warrington Financial Systems, CSC Consulting, and Eagle Development Group. He also presents at conferences and provides seminars for the Securities Operations Association of New England, the Massachusetts Bankers Association and various conferences and companies. Ron has his BA from Hobart College and MBA from Cornell University.
Phil has over twenty years experience in management and information technology providing strong analytical capabilities, technical skills, and broad knowledge of trading, investment management and securities processing. He has successfully integrated technology, financial and administrative options into efficient and productive business solutions for organizations such as Massachusetts Financial Services, Aetna Life & Casualty, and Massachusetts Mutual Life Insurance. Phil has his BS from Cornell University and MBA from the University of Hartford.
Mike has over twenty-one years experience in financial services systems design, development, and implementation. His strong technical expertise is complemented by his knowledge of securities accounting and processing as practiced in treasury operations, investment advisors, insurance companies, and mutual funds. He has worked with many types of securities and agreements - domestic and international, including equities, fixed income securities, repos and reverses, money markets, foreign exchange trades, asset backed securities, futures and options. Mike has his BS from MIT.
Leslie has provided business and systems analysis support to the financial services industry for over nine years and additional industries for another six years. She has strong project management, business reengineering and systems design, development, implementation and testing skills. She has worked with both the front and back offices for trust, mutual fund, and investment management companies. She has recently focused on investment management and trading workstations. Leslie has her BS from the University of Rhode Island.
Pat has provided securities systems design, development, implementation, and QA support for ten years and operational support for sixteen years. He provides strong business expertise and analytic skills specializing in regulatory compliance and back-office processing. He has worked at organizations such as Warrington Financial Systems, Bradford Data Services, Marks Allen & Co., A.G. Becker and Security Pacific. He has consulted to Fidelity Investments, Fleet Bank, State Street Bank, NCS and Bank of America. Pat has studied at St. Peter's College and attended bank and industry training programs.
STEVEN MARK
Steve has been involved in the development and implementation of several financial systems over the past sixteen years at organizations such as Fidelity Investments, Putnam Investments, Warrington Financial Systems and John Hancock. As a senior analyst, he has implemented and maintained modules for a client server based fixed income trading system and a mainframe based portfolio accounting system. He has also designed, implemented and maintained various portfolio accounting and securities processing applications. As an Internet consultant he has provided input on marketing strategy and designed and implemented commercial web sites. Steve has his BA from the State University of New York at Stony Brook and MBA from the State University of New York at Albany.
Lynn has spent twenty years in the securities industry providing support for personal, employee benefit and institutional trust, custody, and safekeeping operations. She provides strong business, analysis and project management skills. She has often participated in systems conversion, design, and implementation. Lynn has previously worked at Shawmut Bank and has recently supported client business specifications and systems conversions for a large brokerage client at Mellon Bank. She has participated in bank and industry training programs.
Maura has worked in the securities industry for over eight years focusing on portfolio management and global securities processing. She is a skilled systems analyst and quality assurance specialist. She has previously worked at The Boston Company and Shaw Data. Since joining Olmstead Associates she has worked on two investment workstation implementations and a trust accounting global release QA project. Maura has her BS from Providence College.
Lennie has over eleven years in the financial services industry providing operations and systems support. He combines strong business expertise with project management and analytic capabilities. He has supervised and managed securities cash, client service, income and security set-up areas of the bank. Lennie has previously worked at Mellon Trust and Boston Financial Data Services. Since joining Olmstead Associates, Inc., he has worked on securities accounting systems conversions, investment management windows conversions, and a trust accounting global release QA project. Lennie has his BA from Assumption College.
James has spent seventeen years providing operations and systems support to the financial services industry focusing on security analysis, institutional trust and custody, and securities lending. He has previously worked at Merril Lynch, The Boston Company/Mellon, Fortune Management, and Putnam Investments. Jim provides strong business analysis and project management skills. James has his BS from the University of Massachusetts Boston.
Bob has spent eleven years providing operations and systems support to the financial services industry focusing on trust and custody at The Boston Company / Mellon Bank. He is currently supporting documentation and testing of a new global securities processing and multi-currency accounting release for a major trust vendor. He provides a strong operations background with stong business and systems analysis skills. Bob has his BA from the University of Guelph.
Nunzio has supported securities operations and systems for over eight years at Mellon Trust and Putnam Investments. He provides strong analytical skills and has focused on investment management, trust and accounting applications. Nunzio has his BS from the University of Lowell.
Susan has over eight years experience in the financial services industry. She has strong business analysis, client and conversion support, supervisory and training skills. She has extensive experience managing and coordinating systems implementations involving both client and vendor personnel. Susan has her BS from Westfield State College.
Cheryl is a skilled investment professional. She has provided business and technical support to the financial services industry for over six years. She has focused on performance measurement and institutional trust and has exposure to both domestic and international securities. She has previously worked at Mellon Trust and Pell Rudman & Co. Cheryl has her BS from Boston College and is a Level II Chartered Financial Analyst candidate.
Diane has provided operations and technical support to the Financial Securities industry for twenty-six years at various trust banks, investment managers and systems vendors. She provides extensive investment management, custody and securities operations expertise and has strong analytic and problem solving skills. She has worked at organizations such as Palmer & Dodge LLP, National Computer Systems, Pawtucket Trust Co., United States Trust Co., Investors Bank & Trust Co. and Shawmut Bank of Boston. Diane has studied at Bunker Hill Community College and The American Institute of Banking.
Bert has supported the financial services industry for over ten years providing global and domestic performance measurement, fund accounting and operations support for investment management, mutual fund and master trust organizations. She combines strong organization and analytic skills with excellent communication abilities to provide business solutions. She has previously worked at Mellon Trust/The Boston Company, Fidelity Investments, and State Street Bank and Trust. Bert has her BS from Boston College.
Mike has over twenty years in the financial services industry. He has both operational systems experience with an emphasis on portfolio management and performance measurement. He has managed and participated in all phases of development including product development at a major portfolio management software vendor. He has previously worked at Bank of Boston, Shaw Data Systems, and Rhode Island Hospital Trust. Mike has his BA from Providence College.
Jennifer has provided business and technical support for investment management and trust organizations for five years. She has focused on trading, settlement and custody aspects of the business. She has strong analytic skills combined with strong business and technical expertise. She has previously worked at Pell Rudman & Co., Inc., Colonial Management Associates, and Thomas James Associates. Jennifer has her BA from Wheaton College.
Chris has a strong background in project management and software development gained during twelve years experience in information system organizations. He has proven experience in business and system analysis, quality assurance and system implementation. Chris works effectively with users and management and technical staff to define requirements, solve problems and design user friendly systems. Chris has previously worked at Individual, Inc., Fidelity Investements/Advisor Technology, Mellon Trust/The Boston Company, National Computer Systems, Sungard Financial Data Systems, and Fleet/Norstar Bancorp. Chris has his B.S. from Canisius College.
Sandy has over sixteen years in the financial services industry supporting pre-trade, trade, and post-trade operations and systems for large institutional investors. She created and managed the audit function for a large mutual fund advisor. Sandy uses her business , technical, and interpersonal skills to lead projects and acheive success integrating workflow, controls, and technology. She has previously worked at Mass Financial Services, Coopers & Lybrand, Pannell Kerr Forster and Meahl McNamara & Co./Rowe & Power. Sandy has her B.S. from the University of Massachusetts and her masters from Bentley College.
Connie has 28 years of financial services business and technical expertise focusing on trust accounting, security movement and control, and securities operations. Connie has outstanding qualifications in project management and problem analysis and resolution. She has strong written and verbal communication and presentation skills and provides hands-on leadership and decision making. Connie has participated in numerous securities industry training, seminars, and programs.
John has over eighteen years experience in the financial services industry concentrating on trust administration and accounting. He has extensive exposure to both operational and systems issues within these business areas. John has provided project management for software conversions, software upgrades, process analysis and re-design, and Year 2000 testing activities. John has previously worked at Loring, Wolcott & Coolidge and Gaston & Snow. He has his BS from Siena College and his ABA from Northwestern University.
Dan has worked in the Financial Services industry for over 10 years. He has provided operations and systems support to portfolio managers, analysts, traders, management teams and clients. He has extensive systems and trading support experience with fixed income, money market and mortgage backed securities. He has previously worked at Lehman Brothers, Inc., Massachusetts Financial Services and Norwest Financial, Inc. Dan has his BA from Hobart College.
Jeff has worked in the financial services industry for fourteen years. He provides strong project management, systems implementation and analytic skills to support business and technology initiatives for investment management, mutual fund and custody clients. He has a strong securities accounting and pricing background. Jeff has previously worked at Pricewaterhouse Coopers L.L.P., First Data Investor Services Group, The Boston Company, State Street Corporation and Barry M. Freedman, Cfp. Jeff has his BS from Bentley College.
Robyn has worked in the financial services industry for over eighteen years. She provides strong business and technical expertise to support private banking clients. Robyn has worked extensively with Fidelity ATS's AMtrust securities accounting system supporting conversions and new development. She has strong analytic and technical skills. She has previously worked at Mercantile Bank, Bank Of Boston, Shawmut Bank Connecticut, Nationsbank, First Tennessee Bank, Bank One, United Telephone Company, Interstate Business Services, Inc. and The Ohio Brass Company. Robyn has studied at Ohio State University.
Keith has worked in the securities industry for nine years. He has provided custody and operations support to investment management clients. He has had significant exposure to security master file maintenance, pricing, and corporate actions. Keith combines strong analytic and technical support to provide business solutions. He has previously worked at Mellon Trust/The Boston Company. Keith has his BS from Northeastern University.
Stephen has over sixteen years in the financial services industry. He is an experienced implementation project manager with strong problem solving and communication skills. He has an excellent knowledge of the operations of back office treasury systems. He possesses excellent technical skills, with a prominent record of completed projects. He has previously worked at Charles River Development, Sungard Financial Systems, First National Bank of Chicago, SEI Corporation, Northeastern University and U.S. Army Cold Regions Research & Engineer Lab. Steve has his BS from the University of New Hampshire and Masters from Northeastern University.
Rich has worked in the financial services industry for over twenty years. He has designed, developed and implemented securities management and accounting systems to support bank treasury, investment advisory, and mutual fund operations. This includes support for domestic and multi-currency applications processing equity, fixed-income and derivative instruments. Rich combines strong business and technical expertise to deliver state-of-art systems solutions. His technical experience includes proprietary, main-frame and workstation applications as well as applications developed in a three-tiered open environment. He has previously worked at DST Belvedere Financial Systems, Inc., Sungard Financial Systems and UMWA Retirement Fund. Rich has his Bachelor of Business Administration from Howard University.
Darryl has worked for over ten years in the securities industry providing operations and systems support to investment management, trust and custody organizations. Darryl provides excellent business knowledge and expertise and has strong analytic and communication skills. He has previously worked at Fidelity Investments and The Boston Company. Darryl has his BS from Northeastern University and is currently attending Roger Williams University School of Law.
Tim has been working in the financial services industry for over 10 years. He provides strong business and technical expertise combined with excellent writing skills. Tim has previously worked at various Investment Management firms providing operations and systems support. He has previously worked at Pioneer Management, Digital Equipment Corporation, Putnam Investments, W.E. Donoghue & Company and Massachusetts Financial Services. Tim has his BS from Northeastern University and an accounting certificate from Massachusetts Bay Community College.
Steve has worked in the financial services industry for over ten years. He provides strong business expertise combined with excellent technical skills. Steve has previously worked with trust, mutual fund, broker, and investment management systems. He has previously worked at Fidelity Investments, Trust Consultants, Inc., New England Advisory Group and Putnam Investments. Steve has his BS from the University of Massachusetts and a diploma in Financial Planning from Boston University.
John has worked in the securities industry for twelve years. He has provided operations, analytics, and trading support for various security types. John provides a strong business background and analytic capabilities for all pre-trade, trade, and post trade processes. He has previously worked at Niederhoffer Investments, Inc. and NCZ Commodities. John has his BS from St. John's University.
Ron has provided software development, systems conversion, process redesign, and strategic planning expertise to the financial services industry for twenty years.. He oversaw the ongoing development of a customized internal trust accounting system for fifteen years and led a successful outsourcing effort to replace it with a vendor package. Ron has previously worked at Loring, Wolcott & Coolidge, Fiduciary Trust Company and Rhode Island Hospital Trust National Bank. Ron has his BS from Brown University and MBA from Bryant College.
Don provides thirty years of progressive administrative and management experience in the financial services industry including trust administration, estate settlement, trust and securities operations and mortgage custody. He is a highly detailed individual and proficient in all areas of trust and securities operations. Don also has experience in problem solving, researching and developing corrective procedures and controls. He has previously worked at Cambridge Trust Company, Milford National Bank & Trust Company, TrustTax Services of America, Mechanics Bank / Bank Of Boston, First Financial Trust N.A., Worcester County Institution for Savings, Investors Bank & Trust Company and Shawmut Bank Worcester. Don has studied at Worcester Junior College, Williams College, Central New England College and the University Of Wisconsin.
Maliheh has thirteen years experience providing software testing/quality assurance and systems analysis to the financial services and other industries. She has recently worked with tax, global asset management and trust accounting systems. She has previously worked at Mellon Trust, Internet Research Analyst, Block Financial Corporation, Putnam Investments, National Computer System, Automated Medical Systems and Metropolitan College. Mali has her BA from Emmanuel College and MS from Boston University.