LearnVest Company
Industry: Personal finance company
DescriptionLearnVest is an American financial planning company founded by CEO Alexa Von Tobel. It sells personal finance software. Founder: Alexa von Tobel Founded: 2009 CEO: Alexa von Tobel (2009–) Parent organization: Northwestern Mutual Headquarters: New York City, NY Subsidiary: Learnvest Planning Services, Llc
LearnVest List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at LearnVest. You can filter them based on skills, years of employment, job, education, department, and prior employment.
LearnVest Salaries. You can even request information on how much does LearnVest pay if you want to. Learn about salaries, pros and cons of working for LearnVest directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
55 LearnVest employees in database. Find out everything there's to know about LearnVest employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
LearnVest Employees
LearnVest August 2015 - Present
FPA Los Angeles 2015 - Present
LearnVest, Inc. June 2014 - August 2015
FPA Los Angeles January 2012 - September 2014
LearnVest Planning July 2011 - July 2014
Pension Architects July 2003 - December 2011
Skills
Retirement Planning, Retirement, Financial Planning, Investments, 401k, Personal Finance, Investment Advisory, Wealth Management, Estate Planning, Asset Allocation, IRA's, Budgeting, Strategic Financial...
Education
Pepperdine University 1999 — 2003
International Management & Spanish
UCLA
Certificate in Personal Financial Planning
LearnVest March 2012 - Present
Boston Consulting Group 2010 - 2012
Bridgewater Associates 2009 - 2010
Bridgewater Associates June 2008 - August 2008
Capital Group July 2007 - August 2007
Skills
Strategy, Analytics, Product Management, Consumer Insight, Start-ups, Market Analysis, Cross-functional..., Financial Modeling, Strategic Consulting, Digital Marketing, Competitive Analysis, Market Entry, Customer Insight, Business Development, Growth Strategies, Digital Strategy, Product Marketing, Product Development, Business Modeling, Cross-functional Team..., Strategic Partnerships, Management, Marketing, Mobile Devices, Consulting
Education
Harvard University
Bachelor of Arts, Summa Cum Laude
General Assembly
Back-End Web Development
LearnVest December 2013 - Present
Everest University Online October 2011 - December 2013
BRAVO BRIO Restaurant Group October 2009 - August 2013
Agatina's August 2001 - September 2009
Clark Patterson Lee January 2006 - July 2006
Excellus BCBS September 2005 - December 2005
Skills
Series 65, Microsoft Excel, Microsoft Word, Microsoft Office, Outlook, Accounting, Organization, Highly detail oriented, Always Punctual, Team Building, Team Leadership, Multi Tasking, Customer Service, Start-ups, Communication, Investments, PowerPoint, Financial Planning
Education
University of Phoenix
Bachelor’s Degree, Accounting
Western Governors University
Master of Business Administration (M.B.A.), Management and Strategy
LearnVest July 2015 - Present
LearnVest, Inc. June 2014 - July 2015
Truly Accomplished November 2013 - May 2014
SalonAmour' August 2011 - August 2013
Independent Contractor May 2009 - August 2013
Riverside Orthopaedic and Sports Medicine November 2009 - June 2011
Kappa Alpha Theta Fraternity April 2008 - January 2009
Chapman University August 2006 - February 2007
Skills
Team Leadership, Organizational Design, Leadership Development, Time Management, Event Planning, Blogging, Communication, Personal Finance, Leadership, Public Relations, Fundraising, Advertising, Event Management, Personal Budgeting, Sales, Space planning, Program Management, Entrepreneurship, Social Networking, Retail, Facebook, Social Media, Social Media Marketing, Editing, Public Speaking, Nonprofits, Press Releases, Marketing, Community Outreach, Higher Education, Marketing Communications, Coaching, Pinterest, Team Building, Teamwork, Microsoft Word, Customer Service, Project Management, Research, Training
Education
University of San Francisco 2011 — 2012
MA, Organization and Leadership, 4.0 GPA
Chapman University 2005 — 2009
BACHELOR OF ARTS, Leadership & Communications Studies
Monte Vista High School 2001 — 2005
Diploma, Graduated in top 2% of class
Mike Mills Wealth Management, LLC July 2015 - Present
Texas Christian University January 2015 - June 2015
LearnVest February 2013 - January 2015
Mike Mills Wealth Mangement, LLC September 2009 - October 2012
LJCM, LLC July 2004 - June 2009
Skills
Financial Services, Personal Finance, Finance, Microsoft Office, Customer Service, Personal Financial..., Portfolio Management, 401k, Risk Management, IRAs, Life Insurance, Certified Financial..., Budgets, 401k Rollovers, Financial Education, Disability Insurance, Estate Planning, Financial Planning, Public Speaking, Retirement Planning, Investment Advisory, Financial Advisory
Education
Southern Methodist University 2006 — 2008
Certificate Program, Financial Planning
Texas A&M University 1998 — 2002
BS, Journalism
LearnVest December 2014 - Present
LearnVest, Inc. September 2013 - December 2014
ANN INC. June 2013 - September 2013
Wisdom of Learning June 2013 - August 2013
Arizona Athletics August 2012 - December 2012
TJX June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, English, Facebook
Education
University of Arizona, Eller College of Management 2010 — 2013
Bachelor of Science (B.S.), Marketing
LearnVest June 2015 - Present
Bloomberg LP October 2014 - May 2015
NorthPoint Digital September 2013 - May 2015
Tesoro Corporation September 2014 - October 2014
Hearst Digital Media January 2014 - August 2014
Siegel+Gale September 2013 - April 2014
Availity November 2013 - December 2013
Hearst Digital Media October 2013 - October 2013
Cycle Computing September 2013 - September 2013
Crain Communications November 2012 - August 2013
Skills
PHP, Web Development, C#, SQL, MySQL, CMS, jQuery, Git, JavaScript, CSS, HTML, ASP.NET, Linux, jQuery Mobile, Java, Photoshop, CodeIgniter, MongoDB, E-commerce, Mobile Applications, Visual Basic, Social Media, Mobile Web Design, Programming, Operations Management, NoSQL, Game Development, XNA, Windows, Fine Art, History, Blender, Microsoft Excel, Microsoft Word, Plant Management, Version Control, MVC, Web Content Management, Cross-browser..., WordPress, Subversion, Software Development, Web Design, Management, Online Marketing, SEO, Leadership, Social Media Marketing, Pre-sales, Sales
Education
The George Washington University
Bachelor of Arts (BA), History
LearnVest February 2015 - Present
Londen Insurance Group June 2014 - January 2015
Advisor Growth Strategies LLC August 2013 - February 2014
Govig & Associates November 2012 - August 2013
Arizona State University August 2011 - January 2013
Chipotle Mexican Grill July 2010 - August 2011
Madison School District January 2009 - May 2009
Skills
Finance, Marketing, Data Analysis, Research, Critical Thinking, Leadership, Brand Management, Financial Markets, Microsoft Office, Public Speaking, Event Planning, Microsoft Word, Social Media, PowerPoint, Customer Service, Microsoft Excel, Teamwork
Education
Arizona State University 2009 — 2014
BS, Marketing and Finance
Arizona State University 2009 — 2014
Minor, Biochemistry
LearnVest April 2015 - Present
Everyman Media Group Ltd September 2014 - December 2014
Arizona State University August 2012 - May 2014
Education
Arizona State University, W. P. Carey School of Business 2010 — 2014
Bachelor of Science (BS), Finance, General
LearnVest May 2014 - Present
LearnVest June 2013 - May 2014
The University of Queensland February 2011 - May 2013
The University of Queensland February 2010 - February 2011
The University of Queensland February 2009 - July 2009
Griffith University December 2008 - February 2009
Century Yuasa Batteries December 2007 - January 2008
Telstra October 2003 - July 2006
Skills
Java, Microsoft Office, Requirements Analysis, Customer Relations, Windows, Linux, HTML, Customer Service, Databases, CSS, Data Analysis, Research, System Administration, Atlassian JIRA, C#, Oracle SQL, C++, C, Visual Studio, Confluence, Eclipse, Python, Business Objects, SharePoint, Git, Access, Visual Basic, Writing, first aid, Cpr Certified, PHP, Analysis, Oracle, Training, Business Intelligence, SDLC, Database Design, Management, SQL, Troubleshooting
Education
The University of Queensland 2007 — 2010
Bachelor of Information Technology, Information Technology
Bradfield College 1998 — 1999
Higher School Certificate
TAFE 1998 — 1999
Certificates I & II in Hospitality, Hotel Management
LearnVest May 2015 - Present
16 Handles September 2014 - December 2014
Baeble Music June 2014 - August 2014
qbeats inc May 2014 - August 2014
A Free Bird™ June 2013 - August 2013
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Event Planning, Research, Social Media, Facebook, Editing, French, WordPress, HTML, Editorial, Photoshop, Blogging, Public Speaking, Social Networking
Education
Columbia University in the City of New York 2012 — 2016
Bachelor of Arts (B.A.), English Literature and Business Management
Ridgewood High School 2008 — 2012
LearnVest December 2014 - Present
LearnVest December 2013 - December 2014
Cole Haan 2012 - 2013
Daintree Advisors LLC September 2011 - January 2012
Financial Empowerment Seminar January 2011 - 2012
Lantern Financial August 2011 - December 2011
Simmons College 2011 - 2011
Irish Immigration Center 2008 - 2010
Boston Earned Income Tax Credit Coalition January 2008 - April 2009
Skills
Research, Marketing, Social Media, Product Management, Microsoft Office, Behavior Change, User Experience Testing, Project Management, Integrated Marketing, Strategic Planning, Sales, Event Planning, Public Relations, Financial Planning, Customer Engagement, Budgeting, Customer Service, Facebook, Microsoft Excel, CRM, PowerPoint, Management
Education
Simmons College 2007 — 2012
Bachelor of Arts (B.A.), Economics
Miner Labs, Inc. November 2014 - Present
Freelance December 2010 - Present
R/GA August 2014 - November 2014
Romio February 2014 - June 2014
LearnVest April 2012 - 2014
iReal b June 2013 - August 2013
DOOR3 Business Applications August 2011 - April 2012
Skills
C, Project Management, Piano, Drupal, iPhone, iPhone development, Apple, Apple Macintosh, Apple Software, Objective-C, PHP, Apple ios, Programming, CSS, Mobile Applications, Mac OS X, Mac, Mobile, Software Development, iOS, iOS development, OS X, Front-end, iPad, Web Development, User Interface, Mobile Devices, User Experience, Agile Project Management, Agile Methodologies, iOS Development, iPhone Application...
Education
New York University 2011 — 2011
Continuing Education, Computer Programming
The Boston Conservatory 2005 — 2008
BFA, Musical Theatre
Florida Atlantic University 2004 — 2005
Theatre
New York University 2001 — 2003
Drama
Dreyfoos School of Arts 1997 — 2001
HS, Theatre
LearnVest December 2014 - Present
LearnVest, Inc. December 2013 - Present
Big Foote Music + Sound March 2009 - December 2013
Great City Productions October 2006 - March 2009
American Power Conversion 2006 - 2006
Skills
Public Speaking, Financial Planning, Client Services, Music, Customer Support, Event Management, Television, Digital Media, Social Media, Entertainment, Music Licensing, Event Planning, Advertising, Voice Over, Recording, Music Supervision, Production, Social Networking, Facebook, Sound
Education
University of Rhode Island 2002 — 2006
B.A., Communication Studies and Business Administration
Bond University 2004 — 2004
Toll Gate High School
Hillary For America July 2015 - Present
LearnVest December 2014 - Present
LearnVest October 2013 - December 2014
LearnVest April 2013 - October 2013
From You Flowers April 2012 - April 2013
Syncsort November 2010 - October 2012
Bloomingdale's 2010 - January 2011
SeamlessWeb January 2010 - June 2010
SeamlessWeb June 2008 - January 2010
Beyond Art Space September 2007 - April 2008
Skills
Digital Marketing, Online Advertising, Project Management, Email Marketing, Marketing, Management, Creative Direction, E-commerce, Marketing Strategy, Lead Generation, SEO, Social Media, Strategy
Education
Tufts University 2003 — 2007
BA, Political Science and Economics
East China Normal University 2005 — 2005
Mandarin, Chinese Politics/History/Economics
LearnVest May 2015 - Present
Monroe Wealth Management, LLC July 2014 - March 2015
CliftonLarsonAllen Weath Advisors March 2011 - June 2014
First Advisors Financial Group June 2007 - March 2011
Skills
Comprehensive Financial..., Investment Management, Retirement Planning, Risk Management, Estate Planning, Investment Advisory, Wealth Management, Asset Allocation, Asset Management, Financial Advisory, Financial Planning, Financial Goals, Strategic Financial...
Education
Indiana State University 2003 — 2007
B.S., Accounting
LearnVest August 2015 - Present
ACAMS March 2014 - Present
Morgan Stanley June 2010 - July 2013
Star Management July 2008 - May 2010
Bank of America December 2005 - February 2008
Community Living Opportunities October 2003 - June 2005
Kodansha Ltd. September 2001 - October 2003
DK May 1999 - September 2001
Workman Publishing November 1997 - May 1999
Education
The University of Kansas
B.A, English
Google November 2014 - Present
Haas School of Business 2012 - Present
Google July 2013 - November 2014
Google January 2013 - June 2013
Google January 2011 - December 2012
MBA JumpStart July 2009 - July 2012
University of Pennsylvania, Wharton School August 2008 - May 2011
LearnVest July 2009 - September 2009
McKinsey & Company May 2009 - July 2009
American Airlines August 2007 - July 2008
Skills
Analytics, Competitive Analysis, Strategy, Business Strategy, CRM, Management, Financial Modeling, Leadership, Strategic Planning, Team Building, Web Analytics, Marketing Strategy, Pricing, Marketing, Program Management, Start-ups, Training, SEO
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA
Duke University 2000 — 2004
BA
Pixlee April 2015 - Present
LearnVest October 2014 - April 2015
Sailthru May 2012 - October 2014
Rutgers University September 2009 - May 2012
Social Security Administration June 2008 - September 2010
Skills
Mandarin, PowerPoint, Customer Service, Microsoft Excel, HTML, python, Ruby, MongoDB, JavaScript, PHP, Technical Support, Technical Documentation, Mac
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2012
BA, Psychology
Bridgewater-Raritan High 2004 — 2008
SmartRecruiters November 2014 - Present
FreshGrad February 2011 - February 2015
LearnVest February 2014 - October 2014
Citigroup June 2006 - June 2010
Esperanza June 2006 - May 2010
Skills
Start-ups, Strategy, Entrepreneurship, Derivatives, Product Management, Program Management, Financial Modeling, Analytics, Business Strategy, Business Development, Investments, Management Consulting, Executive Management, Corporate Finance, Finance, Social Media, Talent Management, Consulting, Team Building, User Experience, Strategic Partnerships, Talent Acquisition, E-commerce, Venture Capital, Competitive Analysis, Mobile Devices, Creative Strategy, Creative Problem Solving, Creative Solutions, Operations Management, Contract Recruitment, Google Analytics
Education
Virginia Tech 2001 — 2006
Computer Science, Finance, and Math
Semester at Sea 2005 — 2005
University of California, Berkeley
Continuing education, JAVA
LearnVest June 2015 - Present
Northwestern Mutual November 2014 - Present
Boutique Larrieux February 2010 - November 2014
GE Healthcare 2000 - January 2010
GE Healthcare July 2002 - August 2004
Skills
Vendor Management, Leadership, Change Management, Strategy, Business Planning, Strategic Planning, Cross-functional Team..., Process Improvement, Business Process..., Recruiting, Negotiation, Six Sigma, Program Management, Team Leadership, CRM, Project Portfolio..., Mergers & Acquisitions, Project Management, Budgets, Mergers, Training, Business Operations, Product Development, Cross-functional..., Acquisition Integration, IT System Implementation, Resource Planning, Infrastructure Support, Risk Management, Methodology Development, Process Standardization..., End User Training, IT Recruitment, ERP
Education
Loyola University of Chicago 1998 — 2002
Bachelors of Business Administration, Information Systems and Operations Management
GEP Worldwide March 2014 - Present
LearnVest October 2013 - December 2013
Columbia University in the City of New York August 2013 - December 2013
Columbia University in the City of New York August 2013 - December 2013
LeasePass.com June 2013 - August 2013
Client 1: Mid-size food and beverage export business September 2012 - May 2013
Client 2: Leading online grocer in New York City September 2012 - May 2013
Volvo 3P July 2010 - May 2012
Skills
Microsoft Excel, Management Consulting, Analysis, Operations Management, Project Engineering, Engineering Management, Manufacturing, Microsoft Office, Product Development, PowerPoint, Business Strategy, Industrial Engineering, MS Excel Pivot Tables, Crystal Ball, Decision Trees, C++, Catia, Data Analysis, Management, Project Management, Strategy, Consulting, Business Analysis, Team Management, Project Planning
Education
Columbia University in the City of New York 2012 — 2013
Master of Science (M.S.), Management Science and Engineering, 4.0/4.0
R. V. College of Engineering, Bangalore 2006 — 2010
Bachelor of Engineering (B.E.), Mechanical Engineering
Fliver, INC March 2015 - Present
LearnVest May 2008 - January 2015
Nonfiltered June 2003 - 2010
Skills
Digital Illustration, Web Design, User Experience, User-centered Design, Digital Strategy, Graphic Design, User Interface Design, Adobe Creative Suite, Art Direction, Interaction Design, Creative Direction, Typography, User Experience Design, Email Marketing, Product Design, Wireframes, Start-ups
Education
School of Visual Arts 1999 — 2002
bachelors, Design / Advertising
LearnVest December 2014 - Present
Stealth Mode Startup Company June 2014 - Present
rapidcloud.io June 2014 - Present
EXPO Communications, Inc. October 2011 - May 2014
Pronto July 2009 - September 2011
Sportnet November 2006 - May 2009
Lehman Brothers August 2006 - October 2006
IAC June 2005 - July 2006
Register.com September 2001 - June 2005
BigBuzz Communications 1999 - 2001
Skills
Product Management, Data Warehousing, Agile Methodologies, Perl, Enterprise Software, Management, SaaS, Java, Business Analysis, Web Applications, Analytics, MySQL, SQL, E-commerce, User Experience, Scalability, Mobile Devices, Cloud Computing, Scrum, SEO, SOA, Distributed Systems, Spring Framework, Web Development, Start-ups, JavaScript, Architecture
Education
NYU
MBA, management
State University of New York College at Buffalo 1993 — 1997
BS, Chemical Engineering
Bronx High School of Science 1989 — 1993
High School, High School
LearnVest June 2015 - Present
American Express December 2010 - May 2015
ADP January 2010 - January 2011
Transamerica Financial Advisors, Inc. January 2004 - January 2010
Skills
Selling, Solution Selling, Account Management, Sales Operations, Leadership, B2B, New Business Development, Salesforce.com, Business Development, Customer Retention, Sales, Customer Acquisition, Strategic Partnerships, Sales Management, Sales Process, Sales Presentations, Credit Cards, Strategy, Consultative Selling, Business Strategy, Marketing Strategy, Strategic Leader, Nunchuku Skills, Complex Sales, Healthcare Consulting, Excellent Presenter, Contract Negotiation, Electronic Payments, Strategic Leadership, SaaS, Financial Services, Customer Satisfaction, Financial Analysis, Forecasting, Start-ups, E-commerce, Marketing, Social Networking, Enterprise Solution...
Education
Executive Conversation Financial Acumen Sales Training 2012 — 2012
CEB Challenger Sales Training 2011 — 2011
Tom Hopkins Sales Academy 2007 — 2007
Blair Singer's Sales Dogs Training 2006 — 2006
San Jose State University 2000 — 2004
BA, Communications/Business
Santa Teresa 1996 — 2000
High School
Shutterstock June 2015 - Present
JaegerSloan Inc February 2015 - Present
Independent Contractor April 2014 - Present
Her Girl Friday January 2011 - Present
General Assembly March 2015 - May 2015
FoodtoEat.com February 2015 - February 2015
LearnVest May 2014 - December 2014
LearnVest October 2013 - May 2014
Foursquare October 2011 - August 2013
Trust Art 2010 - 2013
Education
General Assembly 2014 — 2015
User Experience Design Immersive
New York University 2005 — 2009
B.A., Individualized, The Politics of Language
American University of Paris 2008 — 2008
Urban anthropology, English literature, Parisian revolutionary history, French
University of the Western Cape/Universiteit van Wes-Kaapland 2007 — 2007
Linguistic anthropology, education, history, politics, arts, gender studies, Afrikaans, Xhosa
LearnVest September 2015 - Present
LearnVest September 2014 - September 2015
LearnVest February 2014 - September 2014
XO Group Inc. November 2012 - February 2014
Six Spoke Media August 2011 - October 2012
Six Spoke Media September 2010 - August 2011
Marge Casey & Associates June 2010 - September 2010
Skills
Social Media, Digital Marketing, Online Advertising, Social Media Marketing, SEO, Google Analytics, Web Analytics, Competitive Analysis, WordPress, Landing Page..., User Experience, SEM, E-commerce, HTML, HTML 5, CSS, Online Marketing, Analytics, PPC, Facebook, Digital Strategy
Education
Bowdoin College 2006 — 2010
Bachelor of Arts (BA)
Twitter August 2015 - Present
Twitter April 2013 - Present
Bloomberg October 2010 - April 2013
Ounavarra Capital LLC April 2010 - October 2010
LearnVest September 2009 - April 2010
Children's Hospital April 2009 - August 2009
Education
University of California, Berkeley, Haas School of Business 2015 — 2018
Master of Business Administration
Harvard University 2005 — 2009
BA, Economics, Pre-med
CA' Foscari University
LearnVest July 2015 - Present
BAM Architecture Studio February 2011 - July 2015
Freelance May 2006 - February 2011
BlackBook Media August 2007 - October 2007
Skills
Graphic Design, Graphics, Illustration, Typography, Branding & Identity, Drawing, Information Design, Adobe Creative Suite, InDesign, Illustrator
Education
Daemen College 2004 — 2007
BFA, Graphic Design, Magna Cum Laude
LearnVest May 2015 - Present
Binghamton University January 2015 - May 2015
Jonathan K. Ligh M.D. July 2014 - January 2015
Pell Mentorship Program July 2012 - August 2013
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, PowerPoint, Leadership, QuickBooks, Teaching, Teamwork
Education
Binghamton University - School of Management 2013 — 2017
Bachelor of Science (B.S.), Accounting and Business/Management
LearnVest June 2015 - Present
TheLadders June 2013 - June 2015
Scholastic September 2012 - May 2013
Saatchi & Saatchi December 2011 - August 2012
Zimmerman Advertising August 2009 - August 2011
Ibis Yearbook, University of Miami May 2008 - July 2009
Zimmerman Advertising June 2008 - August 2008
Ibis Yearbook, University of Miami August 2007 - June 2008
The Miami Hurricane, University of Miami August 2007 - April 2008
Skills
Adobe Creative Suite, Graphic Design, Information Design, Layout, Logo Design, Art Direction, Mac, InDesign, Communication Design, Information Graphics, Logos, Art, Banners, Mailings, Newspaper, Advertising, Print, Production, Photoshop, Graphics, Corporate Identity, Design Thinking, Typography, Interactive Advertising, Social Media, Corporate Branding, Web Design, Newspapers, Direct Mail
Education
University of Miami 2006 — 2008
Bachelor of Science in Communication, Visual Journalism, Studio Art (focusing on Graphic Design), Business Administration
Philadelphia University 2004 — 2005
Graphic Design
LearnVest October 2014 - Present
Vanguard October 2010 - October 2014
Skills
Finance, Portfolio Management, Confined Space Rescue, Financial Analysis, Financial Modeling, Investments, Investment Strategies, Financial Planning, Retirement, Series 63, Retirement Planning, Series 7
Education
University of Idaho
LearnVest December 2014 - Present
LearnVest, Inc. October 2013 - December 2014
Govig and Associates October 2012 - September 2013
Sequoia Secondary Charter School 2011 - 2012
Teach For America 2010 - 2011
Dallas Stars 2009 - 2009
Skills
Microsoft Office, Social Media, Recruiting, Marketing, Public Speaking, Customer Service, Microsoft Word, Leadership, Management, Sales, Social Media Marketing, Social Networking, Microsoft Excel, Marketing Strategy, Finance
Education
Arizona State University 2010 — 2012
Master of Education (MEd), Secondary Education and Teaching
University of Iowa - Henry B. Tippie College of Business 2005 — 2009
Bachelor of Business Administration (BBA), Marketing
University of Iowa - Henry B. Tippie College of Business 2005 — 2009
Bachelor of Business Administration (BBA), Finance
G-Squared Advisory LLC January 2009 - Present
LearnVest January 2009 - January 2012
Goldman Sachs July 1980 - June 1995
Skills
Financial Planning, Wealth Management, Retirement Planning, Investment Advisory, Budget Analysis, Insurance, Personal Finance, Estate Planning, Financial Checkups
Education
New York University 2007 — 2009
Certificate in Financial Planning
Columbia University - Columbia Business School 1979 — 1980
MBA, Finance
Wharton School, University of Pennsylvania 1972 — 1976
Bachelor of Science (BS), Accounting
Cornell University
BS, Economics
LearnVest June 2015 - Present
LearnVest, Inc. June 2014 - Present
LearnVest.com March 2013 - March 2014
LearnVest, Inc. March 2012 - March 2013
Morgan Stanley Smith Barney July 2010 - March 2012
Morgan Stanley Smith Barney March 2009 - June 2010
UBS Financial Services November 2006 - March 2009
Skills
Asset Allocation, Strategic Financial..., Finance, Financial Services, Financial Advisory, Investment Strategies, Investments, Series 7, Due Diligence, Retirement Planning, Wealth Management, Asset Management, Mutual Funds, Portfolio Management, Investment Advisory, Start-ups, Financial Planning
Education
Fordham University 2009 — 2009
Executive Certificate in Financial Planning, Comprehensive Insurance, Investment, Tax, Retirement, and Estate Planning
University of Colorado at Boulder - Leeds School of Business 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance
LearnVest September 2015 - Present
LearnVest, Inc. May 2013 - Present
Broadband Capital Management 2011 - May 2013
Intrinsic Advisory Group February 2010 - September 2011
E*TRADE Financial September 2008 - July 2009
Skills
Series 65, Personal Financial..., Capital Markets, Trading Systems, Series 7, Series 63, Equities, Equity Trading, series 79, Proprietary Trading, Investment Banking, Bloomberg, FINRA, Financial Services, Investments, Securities, Wealth Management, Financial Planning
Education
University of Hartford 2000 — 2004
BA, Business Management
University of Hartford
LearnVest December 2013 - Present
Morgan Stanley June 2010 - December 2013
MetLife October 2009 - June 2010
Ameriprise Financial January 2006 - March 2009
AIDS Resource Foundation for Children August 2001 - January 2006
Skills
Retirement Planning, Strategic Financial..., Insurance, Series 7, Financial Advisory, Estate Planning, Asset Allocation, Investments, Finance, Leadership, Asset Management, Investment Advisory, Personal Tax Planning, Asset Managment, Retirement, Mutual Funds, Investment Strategies, Securities, Financial Planners, Analysis, 401k, IRAs, Financial Planning, Series 66
Education
Cornell University 1996 — 2000
B.A., Economics, Government
LearnVest, Inc. June 2014 - Present
LearnVest November 2011 - Present
Maddock Douglas December 2008 - November 2011
thinkorsiwm 2005 - 2009
Markitecture LLC April 2002 - December 2004
Coors/Molson July 2000 - February 2002
Campbell Soup Company 1997 - 2000
Skills
Marketing Strategy, Direct Marketing, Qualitative Research, Business Strategy, E-commerce, CRM, Quantitative Research, Product Development, Segmentation, Customer Insight, Integrated Marketing, Marketing Research, Market Research, Brand Architecture, Advertising, Strategy, Strategic Partnerships, Leadership, Product Marketing, Digital Strategy, Competitive Analysis, Start-ups, Cross-functional Team..., Brand Development, Product Management, Strategic Planning, Management, Social Media, Marketing, Analytics, Digital Marketing, Mobile Marketing
Education
Harvard Business School 1996 — 1997
MBA, Marketing
Ivey Business School at Western University 1990 — 1992
HBS, Business
LearnVest June 2015 - Present
Sailthru January 2013 - June 2015
Citigroup February 2010 - August 2012
Bank of America August 2008 - October 2009
UBS Investment Bank October 2006 - May 2008
Microsoft July 2004 - August 2004
Skills
Java, Unix, Spring, Trading Systems, SQL, Distributed Systems, SOA, XML, Linux, Software Development, Sybase, JavaScript, Databases, MySQL, Software Engineering, Electronic Trading, Agile Methodologies, Spring Framework, Middleware, Eclipse, Object Oriented Design, Unix Shell Scripting, Algorithms, OOP, Application Development, Multithreading, JSON
Education
Cornell University 2005 — 2006
MEng, Computer Science
University of Warwick 2002 — 2005
BSC, Computer Science
AHAlife May 2015 - Present
LearnVest May 2009 - February 2015
Nonfiltered May 2004 - May 2010
Skills
User Experience, InDesign, Graphic Design, User Interface Design, Photoshop, Copywriting, Illustrator, Adobe Creative Suite, Digital Media, Web Design, Wordpress, Content Strategy, Digital Strategy, Social Media, SEO, Digital Marketing, Dreamweaver, Online Advertising, Advertising, Email Marketing, WordPress, Creative Direction, Google Analytics, Project Management, Editing, Art Direction, Product Management
Education
School of Visual Arts 2000 — 2004
LearnVest March 2015 - Present
vente-privee USA December 2013 - March 2015
vente-privee USA November 2011 - December 2013
PVH August 2007 - November 2011
PVH October 2003 - July 2007
Skills
Financial Reporting, Accounting, Financial Analysis, Forecasting, GAAP, Hyperion Enterprise, Microsoft Excel, Financial Accounting, General Ledger, Accounts Payable, SEC filings, Corporate Finance, Finance, Financial Modeling, US GAAP, SEC Filings
Education
Fairleigh Dickinson University-Florham Campus 2005 — 2007
M.S., Accounting
James Madison University 1999 — 2003
Bachelor of Business Administration (BBA)
LearnVest July 2015 - Present
LearnVest November 2014 - Present
LearnVest, Inc. April 2013 - Present
TIAA-CREF July 2012 - April 2013
Solas Capital Management June 2011 - December 2011
Oliver Wyman July 2006 - March 2010
Skills
Business Strategy, Financial Analysis, Market Analysis, Management Consulting, Financial Modeling, Competitive Analysis, Valuation, Investments, Due Diligence, Business Development, Strategy, Finance, Financial Services, Management, Analytics, Start-ups, Entrepreneurship, Strategic Consulting, Market Research
Education
Columbia University - Columbia Business School 2010 — 2012
MBA, Finance, Entrepreneurship, Social Enterprise
Princeton University 2002 — 2006
A.B., Philosophy
Staten Island Technical High School 1998 — 2002
LearnVest April 2015 - Present
ADP March 2014 - April 2015
EXPO Communications, Inc. December 2012 - March 2014
Veriwalk August 2011 - January 2014
First New York Securities LLC December 2008 - June 2012
AMZ Capital LLC July 2007 - October 2008
VeriSign Inc January 2004 - June 2008
Skills
Technical Analysis, Equities, Trading, Java, Equity Trading, Options, Trading Strategies, Node.js, JavaScript, PhoneGap, MongoDB, PHP, HTML 5, CSS, MySQL, Web Applications, HTML5
Education
The George Washington University 2001 — 2005
BS Med Prep, Computer Science
LearnVest May 2015 - Present
KeyBank October 2013 - April 2015
KeyBank December 2010 - September 2013
KeyBank August 2009 - December 2010
Education
Florida State University 2012 — 2013
Certified Financial Planner, CFP
Case Western Reserve University - Weatherhead School of Management 2010 — 2013
Master of Business Administration (M.B.A.)
Marietta College 2005 — 2009
Bachelor of Arts (B.A.), Finance and Management
Fairfield Union
LearnVest March 2015 - Present
Vanguard March 2011 - February 2015
MF Global March 2010 - March 2011
NYSE May 2009 - July 2009
Skills
Investments, Equities, Trading, Commodity, Derivatives, Financial Markets, Securities, Bloomberg, Fixed Income, Mutual Funds, Options, Asset Allocation, Portfolio Management, Series 7, Series 63, Finance, Asset Management, Financial Planning, Financial Services, Investment Strategies, Risk Management
Education
Arizona State University
Business, American History
LearnVest July 2014 - Present
Springpad July 2009 - June 2014
MIT Media Lab January 2009 - June 2009
GoLoco July 2008 - December 2008
Skills
Java, Mobile, Objective-C, Android, iOS, Cocoa, Social Media, User Experience Design, User Interface Design, User Experience, Human Computer..., HCI, Mobile Devices, Mobile Design, Mobile Applications, User Interface, Usability Testing, iOS development
Education
Massachusetts Institute of Technology 2004 — 2009
BS, Computer Science and Electrical Engineering
LearnVest February 2015 - Present
TheLadders 2014 - 2014
Rentish.com 2012 - 2014
Jobclickr 2010 - 2012
MasterCard 2010 - 2010
Capital One 2007 - 2009
Skills
Marketing, Microsoft Excel, Customer Service, Research, Social Media Marketing, PowerPoint, Event Planning, Management, Public Relations, Social Media, Human Resources, Sourcing, Recruiting, CRM, Salesforce.com, Applicant Tracking..., Social Networking
Education
Manhattanville College
Master of Business Administration (MBA), Business Management
Manhattanville College
Bachelor of Arts, Business Management & Political Science