Financial Navigator, Inc.

Industry: Software company

Description

Financial Navigator, Inc is a U.S. based software company that develops accounting software targeting single family offices, multi-family offices, accounting firms, and high-net-worth individuals. The company was founded in 1983 and is headquartered in Mountain View, CA. Headquarters: Mountain View, CA Founded: 1983, Mountain View, CA Parent organization: Asset Vantage Inc.FeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportNavigator Group IncDirections Saved (0) Saved Save Financial planner in New York City, New York Located in: One Grand Central PlaceAddress: 60 E 42nd St #2440, New York, NY 10165 Phone: (212) 972-1095Category: : : : : : Website: Place name: : Hours: Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Add website Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Navigator Group Inc Posting publicly on the Web Write a review Reviews Be the first to review

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Financial Navigator, Inc. Employees

Employee
Years
Job
Industry
Bao Duong Bao Duong San Francisco Bay Area Details
Bao Duong's Financial Navigator, Inc. Experience November 2011 - Present
Job Senior Software Engineer at Financial Navigator, Inc.
Industry Computer Software
Experience
Financial Navigator, Inc.   November 2011 - Present
Sensor Concepts Inc  October 2008 - November 2011
NUMMI  July 2006 - January 2007

Skills
Java, C, JavaScript, Design Patterns, Visual Studio, C#, TypeScript, JQuery, CSS, WPF, AJAX, Algorithms, Manufacturing, Software Development, Object Oriented Design, Eclipse, .NET, jQuery, Testing, Agile Methodologies, ASP.NET, Automation

Education
California Polytechnic State University-San Luis Obispo   2002 — 2008
Bachelor of Science, Computer Engineering

Toby Ow Toby Ow San Diego, California Details
Toby Ow's Financial Navigator, Inc. Experience September 2007 - June 2008
Job Project Manager Sony Computer Entertainment
Industry Information Technology and Services
Experience
Sony Computer Entertainment America LLC  May 2012 - Present
WorkforceLogic  November 2010 - May 2012
MarketPlaces Technology, eBay, Inc   June 2008 - November 2009
Financial Navigator Inc  September 2007 - June 2008
Financial Navigator, Inc.   January 2007 - June 2007

Skills
Project Management, Information Technology, CRM, Database Administration, Project Planning, Workshop Facilitation, Customer Service, Microsoft Excel, Web Site Production, PowerPoint, Outlook, Microsoft Office, Customer Support, Marketing, Microsoft Word, Sales, Consulting, Purchasing, Strategy, Functional Requirements, MS Project, Project Server, Financial Reporting, Account Management, System Administration, Business Analysis, Process Improvement, Management, Microsoft Project

Education
San Jose State University   2005 — 2007
B.S. degree, Business Administration; Management Information Systems

Cabrillo College   2001 — 2004
A.A. degree, Business

Joseph D. Coleman Joseph D. Coleman San Francisco Bay Area Details
Joseph D. Coleman's Financial Navigator, Inc. Experience January 2014 - July 2014
Job Advisory Consultant at Deloitte
Industry Accounting
Experience
Deloitte  September 2014 - Present
Financial Navigator, Inc.   January 2014 - July 2014
San Jose State University  September 2012 - May 2014
San Jose State University  June 2012 - January 2014

Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Outlook, Data Entry, QuickBooks, Research, Access, Customer Service, Accounting, Teamwork, Event Planning, Public Speaking, Time Management, Nonprofits, Event Management, Accounts Payable, Management

Education
San Jose State University   2011 — 2014
Bachelor's degree, Accounting & Information Systems

Solano Community College   2009 — 2011
IGETC Certification, Accounting and Business/Management, 3.5 GPA

David Reichard David Reichard Guerneville, California Details
David Reichard's Financial Navigator, Inc. Experience October 2002 - June 2009
Job The IT Guy
Industry Computer Networking
Experience
The IT Guy   January 2010 - Present
Career ReVision   December 2009 - December 2011
RNA   January 1961 - January 2010
Financial Navigator, Inc.   October 2002 - June 2009
The Photoshop   1990 - 2000
The Photoshop   1990 - 2000

Skills
POS, Wireless, Technical Support, Lead Generation, Troubleshooting, Windows, Networking, iPhone, Messaging, Software Installation, Business Development, Corporate Events, Email Marketing, Leadership, Awareness, Start-ups, QuickBooks, Electronics Repair, SaaS, Training, Entrepreneurship, HTML, Microsoft Office, Project Management, Telecommunications

Education
San Jose State University   1998 — 2002
Bachelor of Business Administration (BBA), Business Administration/MIS

College of Marin   1966 — 1973
Associate of Science (AS), Physics

Ed Van Deman, CIPM, CPA, PFS, CGMA, MBA Ed Van Deman, CIPM, CPA, PFS, CGMA, MBA San Francisco Bay Area Details
Ed Van Deman, CIPM, CPA, PFS, CGMA, MBA's Financial Navigator, Inc. Experience January 1983 - Present
Job CEO / Cofounder Financial Navigator, Inc.
Industry Computer Software
Experience
Financial Navigator, Inc.   January 1983 - Present

Skills
Management Consulting, Strategy, Executive Management, Management, Entrepreneurship, Finance, Strategic Planning, Program Management, Fundraising, Financial Services, Venture Capital, Start-ups, Business Strategy, Product Management, HTML, Marketing, Cloud Computing, SaaS, Business Development, Microsoft Excel, Lead Generation

Education
Stanford University / AEA Executive Program   1990 — 1990

University of Chicago   1973 — 1975
post MBA, finance / financial systems

New York University   1969 — 1971
MBA, Financial systems / finance / accounting

Davidson College   1965 — 1969
BS, Mathematics

Quoc Huynh Quoc Huynh Mountain View, California Details
Quoc Huynh's Financial Navigator, Inc. Experience January 2013 - Present
Job Tech Support Associate at Financial Navigator
Industry Accounting
Experience
Financial Navigator, Inc.   January 2013 - Present
Calvert & Calvert Periodontal Healthcare   January 2009 - January 2013
Charitable Freelancer   March 2012 - June 2012
Sunshine Investments LLC   June 2011 - June 2012

Skills
Microsoft Excel, Microsoft Word, QuickBooks, Access, HTML, Accounting, Finance, Peachtree, Management, Quicken, Web Conferences, Technical Support, Customer Support, Sage CRM, Public Speaking, Social Media, Sales

Education
Santa Clara University   2008 — 2012
Bachelor of Science (B.S.), Accounting

Luke Winikates Luke Winikates San Francisco Bay Area Details
Luke Winikates's Financial Navigator, Inc. Experience November 2011 - December 2012
Job Software Engineering Manager at Pivotal Labs
Industry Computer Software
Experience
Pivotal Labs  January 2013 - Present
Financial Navigator, Inc.   November 2011 - December 2012
LCI  2009 - November 2011
Nagano JET   2006 - 2007

Skills
SQL Server, HTML, C#, JavaScript, .NET, SQL, AJAX, jQuery, Microsoft SQL Server, Agile Methodologies, Scrum, Software Development, Ruby on Rails, Ruby, Git

Education
Indiana University Bloomington   2002 — 2006
B.A., Japanese, Comparative Literature, Anthropology

南山大学 / Nanzan University   2003 — 2004
Exchange Student, Japanese Studies

vishnusaran ramaswamy vishnusaran ramaswamy San Francisco Bay Area Details
vishnusaran ramaswamy's Financial Navigator, Inc. Experience April 2008 - August 2008
Job Member of Technical Staff 1 at eBay Inc
Industry Computer Software
Experience
eBay Inc  February 2015 - Present
eBay  May 2012 - February 2015
EMC  April 2011 - May 2012
EMC  October 2008 - March 2011
Financial Navigator, Inc.   April 2008 - August 2008
iNautix Technologies  August 2004 - July 2006

Skills
Apache Spark, Scala, Akka, Akka Clustering, Kafka, Redis, Storm Real Time..., Java, C++, Linux, Multithreading, MySQL, Design Patterns, Agile Methodologies, PL/SQL, Debugging, Microsoft SQL Server, Oracle, Hadoop, MapReduce, Oozie, Content Management, SQL Server, Agile, Databases, Visual Studio

Education
San Jose State University   2006 — 2008
Master of Science, Software Engineering

Coimbatore Institute of Technology   2000 — 2004
Bachelor of Engineering, Electronics and Communication

John Van Deman John Van Deman Mountain View, California Details
John Van Deman's Financial Navigator, Inc. Experience July 1983 - Present
Job CoFounder at Financial Navigator, Inc.
Industry Computer Software
Experience
Financial Navigator, Inc.   July 1983 - Present

Skills
HTML, Web Technologies, CSS3, Go-to-market Strategy, APIs, JavaScript, Cloud Computing, Algorithms, jQuery

Education
North Carolina State University
BS, Computer Science

North Carolina State University
MS, Operations Research

David Fedoronko David Fedoronko Palo Alto, California Details
David Fedoronko's Financial Navigator, Inc. Experience August 2011 - February 2015
Job
Industry Computer Software
Experience
IP.com  February 2015 - Present
Financial Navigator, Inc.   August 2011 - February 2015
Bureau of National Affairs, Inc.   March 2007 - December 2010
CBS Television Studios  October 2005 - December 2006
Thomson Reuters  December 2002 - October 2005
DesktopDollars.com   August 2000 - January 2001
Viacom  July 1999 - July 2000
Young & Rubicam Group  1997 - 2000
AchieveGlobal  September 1994 - January 1997

Skills
Marketing, Social Media Marketing, Sales, Sales Process, Sales Presentations, Business Development, Advertising, New Business Development, Management, Sales Operations, Market Research, Sales Management, Selling, Training, Salesforce.com, Microsoft Office, Social Media, Product Development, Account Management, Cold Calling, Customer Service, Lead Generation, Patents, Enterprise Software, Software Sales, Software Sales..., Interactive Advertising, SEO, Team Management

Education
State University of New York College at Geneseo   1990 — 1994
Bachelor's Degree, Communications

Saratoga Springs High School   1987 — 1990
High School

Faris Masarweh Faris Masarweh San Francisco Bay Area Details
Faris Masarweh's Financial Navigator, Inc. Experience February 2015 - Present
Job Business Development Associate at Financial Navigator, Inc.
Industry Financial Services
Experience
Financial Navigator, Inc.   February 2015 - Present
Financial Navigator, Inc.   September 2014 - Present
Banking & Investment Association   December 2013 - May 2014
Financial Navigator Student-Managed Investment Fund   December 2013 - May 2014
Technology Credit Union  June 2013 - August 2013
Bank of America  January 2012 - June 2012
Best Buy  October 2009 - August 2011
St. Michael's Church   September 2008 - June 2010

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Teaching, Loans, Consumer Lending, Real Estate Lending, Underwriting, Risk Analysis, Marketing Research, Recruiting, Symitar, Social Search, Credit Analysis, Marketing, Finance, Sales, Leadership

Education
San Jose State University   2012 — 2014
Bachelor of Business Administration (BBA), Finance, General, Graduate

West Valley College   2010 — 2012
Business Administration and Management, General

Manu Goyal, CFA Manu Goyal, CFA San Francisco Bay Area Details
Manu Goyal, CFA's Financial Navigator, Inc. Experience July 2014 - Present
Job
Industry Financial Services
Experience
Financial Navigator, Inc.   July 2014 - Present
PanIIT USA   March 2014 - Present
IIT BHU Global Alumni Association   April 2008 - Present

Skills
Fixed Income, Derivatives, Investment Banking, Capital Markets, Hedge Funds, Equities, Emerging Markets, Equity Derivatives, Options, Equity Research, Financial Modeling, Corporate FP&A, Trading, Investment Strategies, Program Management, Reporting & Analysis, Asset Allocation, Financial Markets, Private Equity, Asset Management, Investment Management, Portfolio Management, Securities, Investments, Compliance, Valuation, Investment Advisory, Project Management, Budgets, M&A analysis, Strategy, Operations Management, Due Diligence, Forecasting, CRM, Modern Portfolio Theory, Non-profit..., Financial Structuring, Alternative Investments, Commodity, Bloomberg, Trading Systems

Education
Indian Institute of Technology (BHU), Varanasi India   1989 — 1993
Bachelor of Technology (BTech)

Banaras Hindu University   1989 — 1993
B Tech

Indian Institute of Technology (Banaras Hindu University), Varanasi   1989 — 1993
B Tech

Indian Institute of Technology, Delhi
S Tech

Christopher Matthews Christopher Matthews San Francisco Bay Area Details
Christopher Matthews's Financial Navigator, Inc. Experience 2006 - 2007
Job Lead Product Manager, Valet (Assisted Selling) at eBay Marketplaces
Industry Internet
Experience
eBay  October 2014 - Present
eBay  October 2014 - September 2015
eBay  May 2013 - January 2015
eBay  May 2013 - December 2013
eBay  September 2011 - May 2013
eBay  May 2010 - September 2011
eBay  September 2009 - May 2010
eBay  March 2009 - September 2009
eBay  May 2007 - March 2009
Financial Navigator, Inc.   2006 - 2007

Skills
Product Management, Program Management, Project Management, Project Planning, Analysis, Agile Project Management, Product Requirements, User Experience, E-commerce, Web Analytics, Product Development, Web Design, PMP, Strategy

Education
San Jose State University   2001 — 2006
BS, Management Information Systems, Finance

Rob Shearer Rob Shearer Santa Clara, California Details
Rob Shearer's Financial Navigator, Inc. Experience November 2008 - July 2014
Job GCOA Global Functional Expert at Oracle
Industry Accounting
Experience
Oracle  July 2014 - Present
Financial Navigator, Inc.   November 2008 - July 2014
SETI Institute  April 2005 - November 2008

Skills
Microsoft Office, Microsoft Excel, Access, Microsoft Word, HTML, Accounting, CSS, Project Management, Windows, SaaS, SharePoint, Outlook, JavaScript

Education
San Jose State University   2006 — 2009
Accounting/Information Systems (B.S. in May 2009), Business, Mathematics, & Film

Chih Yi Hsieh Chih Yi Hsieh San Jose, California Details
Chih Yi Hsieh's Financial Navigator, Inc. Experience April 2013 - December 2013
Job IT Assurance Associate I at Burr Pilger Mayer (BPM)
Industry Accounting
Experience
BPM (Burr Pilger Mayer)   July 2015 - Present
Burr Pilger Mayer (BPM)   June 2014 - June 2015
Burr Pilger Mayer (BPM)   January 2014 - June 2014
Financial Navigator, Inc.   April 2013 - December 2013
Acorn Trading (dba Sunnyvale Trading)   January 2012 - March 2013
Private Tutor  September 2007 - September 2011

Skills
Accounting, Microsoft Office, IT Audit, AT-101 SOC 2, SSAE16 SOC 1, ISO 27001, SOX ITGCC, Bookkeeping, Financial Accounting, QuickBooks, Auditing, Account Reconciliation, Peachtree, Databases, Access, Leadership

Education
San Jose State University   2009 — 2013
BS, Accounting Information Systems

Siri Bodepudy Siri Bodepudy San Francisco Bay Area Details
Siri Bodepudy's Financial Navigator, Inc. Experience May 2007 - April 2013
Job Accountant at Centrify Corporation
Industry Computer Software
Experience
Centrify Corporation  October 2013 - Present
SS8, Inc.   April 2013 - October 2013
Financial Navigator, Inc.   May 2007 - April 2013

Skills
Accounting, Account Reconciliation, Microsoft Office, External Audit, Invoicing, Microsoft Word, Accounts Payable, Access, Management, QuickBooks, Consolidation, Journal Entries, Financial Statements, Cost Accounting, Year-end Close, Tax, Microsoft Excel

Education
San Jose State University
Bachelor of Science (B.S.), Accounting

San Jose State University
Bachelor's degree, Accounting

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