Archer - Investment Management Solutions
Industry: Company
DescriptionFounded: 2000
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Archer - Investment Management Solutions Employees
Employee
Years
Job
Industry
Brian Pinder Brian Pinder's Archer - Investment Management Solutions Experience April 2015 - Present
Job Critical Thinker●Excellent Communicator●Operations Specialist at Archer●St. Joe's University Graduate●Basketball Fanatic
Industry Financial Services
Experience
Archer - Investment Management Solutions April 2015 - Present
Bureau of Labor Statistics September 2014 - December 2014
Saint Joseph's University August 2013 - December 2014
Dunkin Donuts June 2012 - August 2013
Skills
Quantitative Skills, Microsoft Office, Tenacious Work Ethic, Team Contributor, Communication, Attention to Detail, Critical Thinking, Teamwork, Time Management, Microsoft Word, Customer Service
Education
Saint Joseph's University 2011 — 2014
Bachelor's Degree, Economics
Lansdale Catholic High School 2007 — 2011
Archer - Investment Management Solutions April 2015 - Present
Bureau of Labor Statistics September 2014 - December 2014
Saint Joseph's University August 2013 - December 2014
Dunkin Donuts June 2012 - August 2013
Skills
Quantitative Skills, Microsoft Office, Tenacious Work Ethic, Team Contributor, Communication, Attention to Detail, Critical Thinking, Teamwork, Time Management, Microsoft Word, Customer Service
Education
Saint Joseph's University 2011 — 2014
Bachelor's Degree, Economics
Lansdale Catholic High School 2007 — 2011
Greg Wilent Greg Wilent's Archer - Investment Management Solutions Experience March 2015 - Present
Job Operations Specialist at Archer Investment Management Solutions
Industry Financial Services
Experience
Archer - Investment Management Solutions March 2015 - Present
Flashnotes.com January 2014 - May 2015
Penn State Student Support Services Program January 2014 - May 2015
Affairs To Be Remembered, Inc. December 2012 - August 2014
Skills
C++, Microsoft Excel, Java, Microsoft Word, Microsoft Office, Customer Service, C, PowerPoint, HTML, Research, Photoshop, Windows, Public Speaking, Leadership, Access, Economics, English, Event Planning, Marketing, Quantitative Analytics, Sales, Social Networking, Supply Chain Management, Teamwork, Time Management, Account Reconciliation
Education
Penn State University 2010 — 2014
Economics (B.S.), Economics
Archer - Investment Management Solutions March 2015 - Present
Flashnotes.com January 2014 - May 2015
Penn State Student Support Services Program January 2014 - May 2015
Affairs To Be Remembered, Inc. December 2012 - August 2014
Skills
C++, Microsoft Excel, Java, Microsoft Word, Microsoft Office, Customer Service, C, PowerPoint, HTML, Research, Photoshop, Windows, Public Speaking, Leadership, Access, Economics, English, Event Planning, Marketing, Quantitative Analytics, Sales, Social Networking, Supply Chain Management, Teamwork, Time Management, Account Reconciliation
Education
Penn State University 2010 — 2014
Economics (B.S.), Economics
Jane Bridge Jane Bridge's Archer - Investment Management Solutions Experience June 2010 - Present
Job Manager of Operations at Archer
Industry Financial Services
Experience
Archer - Investment Management Solutions June 2010 - Present
Northern York County School District January 2008 - June 2010
Harrisburg Area Community College August 2008 - August 2009
Skills
Management, Leadership, CRM, Employee Training, Sales, Account Reconciliation, Microsoft Excel, Financial Services, Microsoft Office, Equities, Fixed Income, Securities, Mutual Funds, Portfolio Management, Investments
Education
Drexel University
MS, Education
Penn State University
BS, Mathematics
Archer - Investment Management Solutions June 2010 - Present
Northern York County School District January 2008 - June 2010
Harrisburg Area Community College August 2008 - August 2009
Skills
Management, Leadership, CRM, Employee Training, Sales, Account Reconciliation, Microsoft Excel, Financial Services, Microsoft Office, Equities, Fixed Income, Securities, Mutual Funds, Portfolio Management, Investments
Education
Drexel University
MS, Education
Penn State University
BS, Mathematics
Don Charlton Don Charlton's Archer - Investment Management Solutions Experience January 2011 - Present
Job Operating Partner and Managing Director, Argosy Private Equity
Industry Venture Capital & Private Equity
Experience
Argosy Private Equity September 2010 - Present
Library Systems & Services, LLC January 2015 - Present
Sinterfire, Inc. May 2012 - Present
Asia America Corp May 2011 - Present
Archer - Investment Management Solutions January 2011 - Present
Enefco June 2011 - Present
Neopart LLC January 2013 - Present
Venture Catalyst Consulting February 2010 - September 2010
Gratis Internet October 2005 - March 2009
InPhonic, Inc. August 2004 - June 2005
Skills
Mergers, Corporate Development, Start-ups, Venture Capital, Due Diligence, E-commerce, Corporate Finance, Private Equity, CPA, MBA, Deal Sourcing, Growth Capital, Emerging Growth..., Strategic Planning, Mergers & Acquisitions, Executive Management, Leadership, Management, Business Strategy, Strategy, Strategic Partnerships, Entrepreneurship, Finance, Cross-functional Team..., Financial Reporting, Investment Banking, Business Development, Competitive Analysis, Financial Analysis, Divestitures, Forecasting, IPO, Acquisitions, Outsourcing, Financial Modeling
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
Executive MBA, Management
University of Scranton 1983 — 1987
BS, Accounting
Holy Name High School
Argosy Private Equity September 2010 - Present
Library Systems & Services, LLC January 2015 - Present
Sinterfire, Inc. May 2012 - Present
Asia America Corp May 2011 - Present
Archer - Investment Management Solutions January 2011 - Present
Enefco June 2011 - Present
Neopart LLC January 2013 - Present
Venture Catalyst Consulting February 2010 - September 2010
Gratis Internet October 2005 - March 2009
InPhonic, Inc. August 2004 - June 2005
Skills
Mergers, Corporate Development, Start-ups, Venture Capital, Due Diligence, E-commerce, Corporate Finance, Private Equity, CPA, MBA, Deal Sourcing, Growth Capital, Emerging Growth..., Strategic Planning, Mergers & Acquisitions, Executive Management, Leadership, Management, Business Strategy, Strategy, Strategic Partnerships, Entrepreneurship, Finance, Cross-functional Team..., Financial Reporting, Investment Banking, Business Development, Competitive Analysis, Financial Analysis, Divestitures, Forecasting, IPO, Acquisitions, Outsourcing, Financial Modeling
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
Executive MBA, Management
University of Scranton 1983 — 1987
BS, Accounting
Holy Name High School
Anthony Menna Anthony Menna's Archer - Investment Management Solutions Experience December 2014 - Present
Job Operations Specialist at Archer
Industry Higher Education
Experience
Sullivan's Steakhouse Premier Valet February 2015 - Present
Archer - Investment Management Solutions December 2014 - Present
Savona October 2011 - Present
Cabrini College August 2010 - December 2014
Wild Blue Catering June 2012 - September 2014
Skills
Public Speaking, Time Management, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Teamwork, Social Media, Social Networking, Leadership, Event Planning, Customer Service
Education
University of Ulster 2014 — 2014
Irish Cultural Studies
Cabrini College 2010 — 2014
Bachelor of Business Administration (BBA), Business Administration and Management, International Business
Sullivan's Steakhouse Premier Valet February 2015 - Present
Archer - Investment Management Solutions December 2014 - Present
Savona October 2011 - Present
Cabrini College August 2010 - December 2014
Wild Blue Catering June 2012 - September 2014
Skills
Public Speaking, Time Management, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Teamwork, Social Media, Social Networking, Leadership, Event Planning, Customer Service
Education
University of Ulster 2014 — 2014
Irish Cultural Studies
Cabrini College 2010 — 2014
Bachelor of Business Administration (BBA), Business Administration and Management, International Business
Melissa Morrow Melissa Morrow's Archer - Investment Management Solutions Experience December 2014 - Present
Job Account Manager at Archer
Industry Financial Services
Experience
Archer - Investment Management Solutions December 2014 - Present
CBRE Clarion Securities October 2006 - December 2014
Nuveen Investments March 2001 - July 2006
SunGard 1998 - 2001
EBF & Associates 1997 - 1998
Norwest Investment Management 1995 - 1998
Piper Jaffray 1991 - 1994
Skills
Securities, Investment Strategies, Sales, Marketing, Series 7, Investments, Equities, Trading Systems, Fixed Income, Portfolio Management, Client relationship..., Account retention/growth, Financial services, Mutual Funds, Investment advisory, Alternative Investments, Investor relations, Hedge Funds, Middle Office, Back Office, Risk Management, Fund Accounting, Fund Of Funds, Technology Management, Relationship Marketing, Trading, Financial Analysis, Financial Services, CRM, Investor Relations, Asset Managment, Relationship Management, Investment Advisory, Strategy, Business Development, Market Research, Asset Management, Marketing Strategy
Education
College of Saint Benedict 1987 — 1991
Management, Business
Archer - Investment Management Solutions December 2014 - Present
CBRE Clarion Securities October 2006 - December 2014
Nuveen Investments March 2001 - July 2006
SunGard 1998 - 2001
EBF & Associates 1997 - 1998
Norwest Investment Management 1995 - 1998
Piper Jaffray 1991 - 1994
Skills
Securities, Investment Strategies, Sales, Marketing, Series 7, Investments, Equities, Trading Systems, Fixed Income, Portfolio Management, Client relationship..., Account retention/growth, Financial services, Mutual Funds, Investment advisory, Alternative Investments, Investor relations, Hedge Funds, Middle Office, Back Office, Risk Management, Fund Accounting, Fund Of Funds, Technology Management, Relationship Marketing, Trading, Financial Analysis, Financial Services, CRM, Investor Relations, Asset Managment, Relationship Management, Investment Advisory, Strategy, Business Development, Market Research, Asset Management, Marketing Strategy
Education
College of Saint Benedict 1987 — 1991
Management, Business
Ted Pastva Ted Pastva's Archer - Investment Management Solutions Experience August 2015 - Present
Job Chief Financial Officer at Archer Investment Management Solutions
Industry Internet
Experience
Archer - Investment Management Solutions August 2015 - Present
MeetBall LLC June 2015 - Present
Zuppler May 2015 - Present
GrubHub Inc August 2013 - April 2015
Seamless.com May 2006 - August 2013
ARAMARK January 2004 - May 2006
Aramark January 2001 - January 2004
Aramark January 1998 - January 2001
Aramark January 1994 - January 1998
Skills
Income Statement, E-commerce, Business Development, Mergers, Leadership, Sales Management, Business Strategy, Mergers & Acquisitions, Cash Flow, P&L Management, Salesforce.com, P&L, Forecasting, Strategic Planning, Auditing, Start-ups, Finance, Strategy, Team Building
Education
NYU School of Professional Studies 2008 — 2011
St. Mary's College of California 1996 — 1998
MBA, Finance, General
DePaul University
Bachelor's Degree, Business
Archer - Investment Management Solutions August 2015 - Present
MeetBall LLC June 2015 - Present
Zuppler May 2015 - Present
GrubHub Inc August 2013 - April 2015
Seamless.com May 2006 - August 2013
ARAMARK January 2004 - May 2006
Aramark January 2001 - January 2004
Aramark January 1998 - January 2001
Aramark January 1994 - January 1998
Skills
Income Statement, E-commerce, Business Development, Mergers, Leadership, Sales Management, Business Strategy, Mergers & Acquisitions, Cash Flow, P&L Management, Salesforce.com, P&L, Forecasting, Strategic Planning, Auditing, Start-ups, Finance, Strategy, Team Building
Education
NYU School of Professional Studies 2008 — 2011
St. Mary's College of California 1996 — 1998
MBA, Finance, General
DePaul University
Bachelor's Degree, Business
Ryan Wigmore Ryan Wigmore's Archer - Investment Management Solutions Experience June 2015 - July 2015
Job Operations Analyst at DLL
Industry Financial Services
Experience
DLL August 2015 - Present
Archer - Investment Management Solutions June 2015 - July 2015
Empire Valet October 2007 - June 2015
Skills
Microsoft Word, Microsoft Excel, Financial Accounting, MegaStat, Business Correspondence, Interpersonal..., Data Analysis, Tenacious Work Ethic, Non-profit Leadership, Online Social Networking, Strategic Planning, Market Research, Market Planning, Project Planning, Timeline Development
Education
Cabrini College 2013 — 2015
Marketing, Marketing, 3.58
Delaware County Community College 2011 — 2013
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities
DLL August 2015 - Present
Archer - Investment Management Solutions June 2015 - July 2015
Empire Valet October 2007 - June 2015
Skills
Microsoft Word, Microsoft Excel, Financial Accounting, MegaStat, Business Correspondence, Interpersonal..., Data Analysis, Tenacious Work Ethic, Non-profit Leadership, Online Social Networking, Strategic Planning, Market Research, Market Planning, Project Planning, Timeline Development
Education
Cabrini College 2013 — 2015
Marketing, Marketing, 3.58
Delaware County Community College 2011 — 2013
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities
Chuck Helveston Chuck Helveston's Archer - Investment Management Solutions Experience August 2008 - Present
Job VP, Conversions & Implementations at Archer
Industry Financial Services
Experience
Archer - Investment Management Solutions August 2008 - Present
Health Market Science August 2007 - August 2008
SEI Investments March 2006 - April 2007
SEI Investments February 2003 - March 2006
SEI Investments February 1998 - February 2003
Skills
Mutual Funds, Financial Services, Equities, Asset Management, Securities, Portfolio Management, Investments, Fixed Income, Wealth Management, Business Analysis
Education
Kutztown University of Pennsylvania 1992 — 1997
BS
Archer - Investment Management Solutions August 2008 - Present
Health Market Science August 2007 - August 2008
SEI Investments March 2006 - April 2007
SEI Investments February 2003 - March 2006
SEI Investments February 1998 - February 2003
Skills
Mutual Funds, Financial Services, Equities, Asset Management, Securities, Portfolio Management, Investments, Fixed Income, Wealth Management, Business Analysis
Education
Kutztown University of Pennsylvania 1992 — 1997
BS
Mike Mollenkamp's Archer - Investment Management Solutions Experience August 2013 - Present
Job Investment Sales and Technology Consultant
Industry Financial Services
Experience
Investment Sales and Technology Consultant and Coach August 2008 - Present
Archer - Investment Management Solutions August 2013 - Present
AdviceIQ April 2014 - December 2014
Finovera, Inc August 2013 - March 2014
eMoney Advisor 2011 - 2012
AdviceAmerica now part of Fiserv 2009 - 2010
SmartStream Technologies 2006 - 2008
Metrics Partners 2004 - 2006
Financial Models Co. 2001 - 2004
Skills
Lead Generation, Strategy, Sales Process, Management, Program Management, Sales, Social Media Marketing, Financial Services, SaaS, Product Management, Solution Selling, Investments, Enterprise Software, Asset Managment, Equities, Strategic Financial..., Portfolio Management, Wealth Management, Project Planning, Business Analysis, Executive Management, Asset Management, Start-ups, Marketing, Sales Operations, Business Strategy, Business Development, CRM, Relationship Management, Strategic Partnerships, Salesforce.com, Competitive Analysis, Business Process, Financial Planning
Education
Stanford University
Bachelor's degree, Economics
Investment Sales and Technology Consultant and Coach August 2008 - Present
Archer - Investment Management Solutions August 2013 - Present
AdviceIQ April 2014 - December 2014
Finovera, Inc August 2013 - March 2014
eMoney Advisor 2011 - 2012
AdviceAmerica now part of Fiserv 2009 - 2010
SmartStream Technologies 2006 - 2008
Metrics Partners 2004 - 2006
Financial Models Co. 2001 - 2004
Skills
Lead Generation, Strategy, Sales Process, Management, Program Management, Sales, Social Media Marketing, Financial Services, SaaS, Product Management, Solution Selling, Investments, Enterprise Software, Asset Managment, Equities, Strategic Financial..., Portfolio Management, Wealth Management, Project Planning, Business Analysis, Executive Management, Asset Management, Start-ups, Marketing, Sales Operations, Business Strategy, Business Development, CRM, Relationship Management, Strategic Partnerships, Salesforce.com, Competitive Analysis, Business Process, Financial Planning
Education
Stanford University
Bachelor's degree, Economics
Terry Soffera's Archer - Investment Management Solutions Experience August 2014 - Present
Job Investment Management Professional
Industry Investment Management
Experience
Archer - Investment Management Solutions August 2014 - Present
Market Street Advisors September 2013 - Present
Consultant January 2012 - September 2013
Sterling Asset Management, LLC - formerly Valley Forge Advisors/Valley Forge Trust Company 2005 - 2011
The Swarthmore Group July 2003 - August 2005
Providence Investment Advisors April 2002 - July 2003
RRZ Investment Management July 1998 - March 2002
Meridian Investment Company 1993 - 1998
Dean Witter 1988 - 1993
Skills
Asset Managment, Portfolio Management, Operations Management, Fixed Asset Management, Investment Advisory, Product Development, Product Management, Investment Strategies, Investment Management, Fixed Income Analysis, Bonds, Trading, Asset Allocation, Investments, Financial Markets, Financial Advisory, Financial Services, Trading Systems, Mutual Funds, Alternative Investments, ETFs, Equity Research, Policy Analysis, Management Consulting, Strategic Consulting, Fixed Income, Hedge Funds, Equities, Start-ups, Private Equity, Emerging Markets, Fund Of Funds, Mergers & Acquisitions, Wealth Management, Venture Capital, Securities, Series 7, Capital Markets, Institutional..., Valuation, Derivatives, Equity Trading, Series 63, Wealth Management..., Options, Proprietary Trading, Equity Derivatives, Hedging, Pension Funds, Private Placements
Education
Kutztown University of Pennsylvania
Bachelor of Science (BS)
Lehigh University
Archer - Investment Management Solutions August 2014 - Present
Market Street Advisors September 2013 - Present
Consultant January 2012 - September 2013
Sterling Asset Management, LLC - formerly Valley Forge Advisors/Valley Forge Trust Company 2005 - 2011
The Swarthmore Group July 2003 - August 2005
Providence Investment Advisors April 2002 - July 2003
RRZ Investment Management July 1998 - March 2002
Meridian Investment Company 1993 - 1998
Dean Witter 1988 - 1993
Skills
Asset Managment, Portfolio Management, Operations Management, Fixed Asset Management, Investment Advisory, Product Development, Product Management, Investment Strategies, Investment Management, Fixed Income Analysis, Bonds, Trading, Asset Allocation, Investments, Financial Markets, Financial Advisory, Financial Services, Trading Systems, Mutual Funds, Alternative Investments, ETFs, Equity Research, Policy Analysis, Management Consulting, Strategic Consulting, Fixed Income, Hedge Funds, Equities, Start-ups, Private Equity, Emerging Markets, Fund Of Funds, Mergers & Acquisitions, Wealth Management, Venture Capital, Securities, Series 7, Capital Markets, Institutional..., Valuation, Derivatives, Equity Trading, Series 63, Wealth Management..., Options, Proprietary Trading, Equity Derivatives, Hedging, Pension Funds, Private Placements
Education
Kutztown University of Pennsylvania
Bachelor of Science (BS)
Lehigh University
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