Equitec Company
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Equitec Employees
Return Path January 2010 - Present
Data Logix, Inc. (formerly NextAction) July 2002 - March 2010
Customer Chemistry 2007 - 2007
Equitec 2006 - 2007
Abacus 1998 - 1999
Skills
Publications
Education
Colorado Mountain College
Iowa State University
IBM Analytics April 2015 - Present
IBM Global Business Services October 2013 - March 2015
Deloitte Consulting September 2007 - September 2013
Acxiom Corporation March 2001 - September 2007
Equitec 2001 - 2007
PricewaterhouseCoopers 1997 - 2001
LakeWest Group March 1996 - November 1997
CheckFree Corporation January 1994 - March 1996
Deloitte Consulting 1990 - 1992
Skills
Marketing Strategy, CRM, Business Analytics, Analytics, Strategy, Business Strategy, Management Consulting, Business Intelligence, Business Process, E-commerce, Segmentation
Education
Denison University 1986 — 1990
Bachelor of Arts (B.A.), Economics
California Financial Partners, Inc. January 2004 - Present
Northwestern Mutual December 1990 - December 2003
Glenwood Financial Group April 1986 - November 1990
Kajima August 1985 - March 1986
Equitec December 1984 - July 1985
Eagle Marketing May 1982 - August 1984
The Church of Jesus Christ of Latter-day Saints September 1979 - August 1981
Idaho Statesman September 1971 - May 1979
Skills
Investments, Insurance, 401k, 401k Rollovers, Estate Planning, Retirement Planning, Retirement, Asset Management
Education
Brigham Young University 1981 — 1985
BA, Economics
Boise High 1976 — 1979
10th thru 12th Grades
East Jr. High 1973 — 1976
7th thru 9th Grades
Adams Elementary 1966 — 1973
kindergarten thru 6th grade
Therma-Flite, Inc. February 2014 - March 2015
Bank of the West November 2013 - February 2014
Bio-Rad Laboratories May 2000 - April 2013
Bio-Rad Laboratories May 2000 - April 2013
Dental Management Consulting January 1983 - December 2012
Land Development Company January 1983 - December 2012
Citibank November 1999 - April 2000
Equitec 1982 - 1983
Brigham Young University 1979 - 1983
North American Manufacturing June 1981 - December 1982
Skills
Cross-functional Team..., Start-ups, Executive Management, Contract Negotiation, Competitive Analysis, Forecasting, Strategic Planning, Business Development, Leadership, Team Building, Strategic Financial..., Personal Financial..., Medical Devices
Education
Brigham Young University 1979 — 1981
Masters, Organizational Communications-Emphasis in Health Care Administration, 3.51
Brigham Young University 1973 — 1979
Bachelor's, Public Relations
Pinole Valley High School 1970 — 1974
Woods Bagot November 2008 - Present
Otak November 1998 - November 2008
U.S. Coast Guard June 1990 - November 1997
Equitec June 1988 - June 1989
Education
Harvard University Graduate School of Design 1979 — 1979
Supplemental Program, Land Use Law
Boston Architectural Center 1978 — 1979
Architecture
California Institute of the Arts 1975 — 1977
Music/Classical Guitar
Acxiom June 2005 - Present
Acxiom 2010 - 2014
Equitec 2005 - 2007
Quantum Research International 2005 - 2005
Maxtor 2002 - 2003
Maxtor 2002 - 2003
Excite@Home - Matchlogic 1999 - 2001
MatchLogic - General Motors account 1999 - 2001
MatchLogic 1999 - 2001
Rouge Steel 1992 - 1998
Education
University of Minnesota-Twin Cities 1980 — 1986
BS, Materials Science and Engineering
University of Rochester Medical Center September 2011 - Present
SIGMA Marketing Group December 2007 - December 2008
Acxiom January 2007 - September 2007
Equitec May 2005 - January 2007
Acxiom 2007 - 2007
Skills
Direct Marketing, Account Management, Database Marketing, Multi-channel Marketing, Campaign Management, Customer Acquisition
Education
Bryant & Stratton College 1987 — 1990
AAS, Business Management
Acxiom Associate ConsultantAcxiom2014 - Present
Acxiom January 2007 - January 2008
Equitec March 2002 - December 2006
Amotec Inc April 2001 - March 2002
Skills
Notary Public, PHR, Outlook, Employee Relations, Excel, Performance Management, Microsoft Office, Forecasting, Administration, Word, PowerPoint, Salesforce.com, PeopleSoft, Office Management, Benefits Administration, Talent Management, Sales Support, Hiring, Accounting, Documentation
Education
Cleveland State University
Human Resources
Jones Lang LaSalle 1997 - Present
Accounting Solutions August 1995 - August 1997
Independent Consultant August 1993 - August 1995
Industrial Indemnity 1987 - 1993
Equitec 1982 - 1987
Skills
Project Management, Transition Management, Procurement, Change Management, Change Control, Infrastructure Planning, Remote Support, Documentation, Employee Management, Site Development, Budget Development
Education
California State University-Hayward - School of Business and Economics 1975 — 1978
Bachelor of Science, Business - Accounting
TrellisPoint, LLC January 2013 - Present
Safeguard Properties January 2012 - January 2013
Easy2 Technologies September 2007 - December 2011
Acxiom January 2007 - September 2007
Equitec February 2003 - December 2006
Equitec February 2003 - December 2006
Skills
Account Management, Project Coordination, Customer Relations, New Business Development, Training & Development, Data Analysis, Microsoft Office, SDLC, Project Management, CRM, Quality Assurance, Process Improvement, Cross-functional Team..., Customer Service, Project Planning, Program Management, Business Analysis, Strategy, Marketing, Business Development, Competitive Analysis, Team Building, B2B, Employee Training, Management, Enterprise Software, Direct Marketing, SaaS
Education
University of Phoenix 2003 — 2006
B.S.
Leadership Golden--Class of 2015 August 2014 - Present
Cochlear Americas June 2011 - May 2014
Covidien March 2007 - June 2011
Qwest Communications 2006 - 2007
Equitec 2004 - 2006
Abacus 2003 - 2005
Quality Education Data-A Scholastic Company 1999 - 2003
Skills
Product Management, Market Research, Competitive Analysis, Segmentation, Cross-functional Team..., Pricing Strategy, Marketing Research, Leadership, Marketing Strategy, Direct Marketing, Competitive Intelligence, Forecasting, Pricing, Product Development, Strategy
Education
University of Colorado at Boulder
B.S., Applied Math
University of Colorado at Denver
MBA
Ascend Learning June 2012 - Present
Asset Arena Transfer Agency September 2005 - December 2011
SunGard Data Systems, Inc., InvestarONE April 1989 - September 2005
Equitec June 1987 - April 1989
Sizes Unlimited June 1982 - June 1987
Skills
Outstanding Customer..., SaaS, B2B, Vendor Management, Customer Relations, Documentation, Budgeting, SDLC, Process Improvement, Contract Negotiations, Business Analysis, Operations Management, Compliance, Mutual Funds, Team Building, Problem Solving, Contract Negotiation, Change Management, Customer Service, Strategic Planning, Cross-functional Team..., Call Center, Excel, Banking, PowerPoint, Business Management, Team Leadership, Client Services, Negotiation, Customer Satisfaction, Team Management, Client Service, Staff Development, Account Management, Forecasting, Business Process..., Coaching, Budget Management, Vendor Relations, Business Strategy, New Business Development, Client Retention, RFP, Executive Management, P&L Management, Metrics, People Management, Mentoring, Risk Management, Cloud Computing
Education
Holy Names University 2011 — 2013
Master of Business Administration (MBA), Business Management
Holy Names University 2009 — 2012
BA, Business Management
Fremont High School
Equitec Sr. Software EngineerMotorola1998 - 2005
Skills
ClearCase, Software Development, Object Oriented Design, Microsoft SQL Server
Education
Illinois Institute of Technology 1996 — 1998
Medical Mutual of Ohio February 2006 - Present
Equitec May 2005 - January 2006
Cole National Corporation May 2003 - February 2005
Cole National Corporation August 2000 - April 2003
Cole National Corporation May 1988 - July 2000
Skills
Technical Writing, Project Management, Strategic Planning, Analysis, Editing, Social Media, Proposal Writing
Education
Cuyahoga Community College
Associate's Degree, Law Enforcement
Price Asset Management July 2015 - Present
99 Options December 2014 - July 2015
Guaranteed Rate June 2014 - November 2014
PNT Financial September 2012 - December 2013
Equitec August 2011 - August 2012
Wynn Henricksen LP September 2004 - August 2011
CME Trading Floor 2001 - 2004
Morgan Stanley Dean Witter 2000 - 2000
Odessa Jackalopes, San Angelo Outlaws 1999 - 1999
Skills
Derivatives, Commodity, Financial Markets, Trading Systems, Hedging, Financial Risk, Arbitrage, Alternative Investments, Bonds, FX Options, Equity Derivatives, Risk Management, Financial Modeling, Asset Managment, Asset Management, Bloomberg, Commodity Markets, Options, Trading, Currency
Education
St. Norbert College 1996 — 1999
BA, Business
University of Illinois at Chicago 1995 — 1995
Rural/Metro Corporation 2014 - Present
Bank of America 2013 - 2013
Cross Country Home Services 2013 - 2013
DIRECTV 2012 - 2013
Staples 2009 - 2012
QCI 2009 - 2009
Kaiser Permanente 2008 - 2009
Western Union 2006 - 2008
Equitec 2005 - 2006
American Express 2004 - 2005
Skills
SDLC, Data Warehousing, ETL, SSIS, Business Requirements, Business Analysis, Requirements Gathering, Business Intelligence, Visio, Data Integration, SAS, Unix, SQL, Pentaho, Apache, TSO, JCL, T-SQL, SAS programming, Data Modeling, Reports, Programming, Stored Procedures, Teradata, DB2, SharePoint, Requirements Analysis, Perl, Disaster Recovery, Databases, Linux, COBOL, Microstrategy, VBScript, Microsoft SQL Server, Shell Scripting, MySQL, Data Analysis, Enterprise Architecture, Oracle, Crystal Reports, Analytics, JavaScript, Access, SOA, Scrum, Agile Methodologies, Visual Basic, Software Documentation, ASP
Education
Metropolitan State University of Denver 1988 — 1992
Green Mountain High School 1978 — 1982
Equitec
Skills
Financial Markets, Options, Series 63, Microsoft Excel, PowerPoint, Technical Analysis, Series 7, Accounting, Research, Securities, Investments, Strategic Planning, FX Options, Equities, Customer Service, Fixed Income, Derivatives, Trading, Trading Systems, Microsoft Office, Business Strategy, Risk Management, Capital Markets
Education
Coe College 1963 — 1968
BS, MATH
Vizion Solutions October 2007 - Present
Equitec September 1997 - May 1999
Skills
Business Intelligence, Project Management, Marketing, Strategic Planning, Process Improvement, Product Marketing, Program Management, Vendor Management, Change Management, SharePoint, Data Analysis, Business Strategy, Business Process..., ERP, Leadership, Analysis, Management
Education
Weatherhead School of Management at Case Western Reserve University 1994 — 1996
MBA, Marketing
Miami University 1988 — 1992
Gilmour Academy
Constellation Brands September 2015 - Present
Constellation Brands November 2013 - Present
Constellation Brands May 2011 - November 2013
Constellation Brands 2010 - 2011
Constellation Brands 2008 - 2010
Constellation Brands 2006 - 2008
ViaHealth / Greater Rochester IPA 2003 - 2006
Equitec 2001 - 2003
ViaHealth 1997 - 2001
Skills
Data Warehousing, Data Modeling, Business Intelligence, Cognos, Data Integration, ETL, Analytics, Data Analysis, Oracle E-Business Suite, JDE Enterprise One, Oracle PL/SQL..., Database Design, Hyperion
Education
Boston University 2007 — 2013
Master's degree, CIS - Database and BI concentration
Rochester Institute of Technology 1999 — 2001
Master's degree, Quality and Applied Statistics
State University of New York College at Geneseo 1993 — 1997
Bachelor's degree, Mathematics
Acxiom July 2015 - Present
Acxiom September 2008 - June 2015
HSBC June 2006 - September 2008
Equitec October 2005 - June 2006
SIGMA Marketing Group September 2000 - October 2005
Skills
Data Mining, Predictive Analytics, Statistical Modeling, SAS, Analytics, Database Marketing, Segmentation, Web Analytics, Customer Insight, Marketing Automation, SQL, Logistic Regression, Cluster Analysis, Linear Regression, CHAID, Marketing Strategy
Education
Rochester Institute of Technology 1997 — 2000
MS, Quality and Applied Statistics
State University of New York College at Brockport 1990 — 1994
BS, Business Administration/Management
Livonia
Acxiom November 2008 - Present
Quinetix June 2005 - November 2008
Equitec 2003 - 2005
SIGMA Marketing Group 1997 - 2003
Skills
Research, Database Marketing, Marketing Analytics, Segmentation, Data Analysis, Analytics, Predictive Modeling, Customer Analysis, Data Mining, SAS, Market Research, Predictive Analytics
Education
University of Rochester 1995 — 1997
MA, Political Science
University of Iowa 1990 — 1994
BA, History / Political Science
Precision Dialogue July 2012 - Present
Acxiom Corporation April 2011 - June 2012
Acxiom Corporation June 2007 - April 2011
Vistrio January 2005 - May 2007
Equitec May 1998 - January 2005
Skills
Direct Marketing, Multi-channel Marketing, Customer Acquisition, Account Management, Marketing Strategy, Market Research, Strategic Planning, Product Management, Business Strategy, Analytics, Team Building, Public Speaking, Database Marketing, CRM, Strategy, Marketing, B2B, Integrated Marketing, Leadership, Management, Solution Selling, Sales, B2B Marketing, Go-to-market Strategy, New Business Development, Email Marketing, Lead Generation, Segmentation
Education
Case Western Reserve University 1996 — 1998
Bachelor of Arts, Psychology
Bowling Green State University 1993 — 1996
WashingtonREIT July 2013 - Present
Vornado/Charles E.Smith January 2009 - July 2013
Tishman Speyer December 2006 - September 2008
CarrAmerica January 2003 - December 2006
The Oliver Carr Company May 1987 - June 1990
Equitec May 1985 - May 1987
Skills
Lease Administration, Tenant, Corporate Real Estate, Real Estate Development, Apartments, Landlords, Leases, Real Estate, Property, Commercial Real Estate, Disposition, Property Management
Education
University of Delaware 1978 — 1982
Bachelor of Science, Marketing
Atholton High 1974 — 1978
Algebra, Inc 1998 - Present
Equitec 2000 - 2011
Skills
Options, Network Security, SQL, Trading Systems, Linux, Unix, C++, Analytics, Perl, Electronic Trading, Equities, Enterprise Architecture, System Administration, Trading, VoIP, Data Mining, Apache, Distributed Systems, MySQL, Software Development, Software Engineering, bullshitting, Equity Derivatives, TCP/IP, Derivatives, Quantitative Finance, Trading Strategies
Education
Lomonosov Moscow State University (MSU) 1987 — 2002
Masters, Computer Science, Mathematical Physics
The University of Chicago 1996 — 2000
MBA, Business Administration
Blackbaud October 2013 - Present
Leisure Trends Group November 2011 - October 2013
Merkle March 2011 - November 2011
Reed Group January 2009 - December 2010
Blackbaud March 2001 - December 2008
Equitec March 2005 - April 2006
Abacus 2003 - 2005
Skills
SAS programming, Marketing Strategy, Digital Marketing, Email Marketing, Analytics, Business Intelligence, Segmentation, Project Management, Data Analysis
Education
University of Colorado Boulder 1991 — 1998
PhD, Economics
Cambridge Savings Bank April 2005 - Present
Bank of America 1990 - 2005
Equitec 1983 - 1989
EFPI 1983 - 1985
Skills
Commercial Lending, Portfolio Management, Credit Analysis, Banking, Consumer Lending, Small Business Lending, Risk Management
Education
Babson College
BS
Gould Academy 1972 — 1976
British Studies Centre