Financial Profiles
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Financial Profiles Employees
Employee
Years
Job
Industry
Craig Uhlenkott Craig Uhlenkott's Financial Profiles Experience 2004 - 2005
Job Passionate Product Manager & Client Advocate | Strategic Planner | Relationship Builder | Product Evangelist
Industry Financial Services
Experience
TD Ameritrade Institutional June 2013 - Present
Zywave 2011 - 2013
EISI 2005 - 2011
Financial Profiles 2004 - 2005
MetLife Financial Services 2002 - 2004
Fleishman-Hillard 2000 - 2001
Skills
Financial Planning, User Experience, Product Management, Product Marketing, Competitive Analysis, SaaS, Marketing Strategy, Cross-functional Team..., Strategic Planning, Agile, New Business Development, Product Development, Social Media, B2B, Business Strategy, Problem Solving, Software Development, Product Launches, Quality Assurance, Agile Methodologies, Strategic Financial..., Blogger, White Papers, Product Launch, Strategy, Salesforce.com, Forecasting, Business Analysis, CRM, Team Leadership, Management, Strategic Partnerships, Project Management, Integration, Leadership, Account Management, Project Planning, Mobile Applications, Consumer Products, Usability, User Experience Design, User Interface Design, User Interface, Software Product..., Product Lifecycle..., Professional Services, Consumer Behaviour, Partner Management, Sales, Public Relations
Education
University of San Diego 1995 — 1999
BBA, Emphasis in Finance and Marketing
St. Augustine 1991 — 1995
TD Ameritrade Institutional June 2013 - Present
Zywave 2011 - 2013
EISI 2005 - 2011
Financial Profiles 2004 - 2005
MetLife Financial Services 2002 - 2004
Fleishman-Hillard 2000 - 2001
Skills
Financial Planning, User Experience, Product Management, Product Marketing, Competitive Analysis, SaaS, Marketing Strategy, Cross-functional Team..., Strategic Planning, Agile, New Business Development, Product Development, Social Media, B2B, Business Strategy, Problem Solving, Software Development, Product Launches, Quality Assurance, Agile Methodologies, Strategic Financial..., Blogger, White Papers, Product Launch, Strategy, Salesforce.com, Forecasting, Business Analysis, CRM, Team Leadership, Management, Strategic Partnerships, Project Management, Integration, Leadership, Account Management, Project Planning, Mobile Applications, Consumer Products, Usability, User Experience Design, User Interface Design, User Interface, Software Product..., Product Lifecycle..., Professional Services, Consumer Behaviour, Partner Management, Sales, Public Relations
Education
University of San Diego 1995 — 1999
BBA, Emphasis in Finance and Marketing
St. Augustine 1991 — 1995
Travis Johnson Travis Johnson's Financial Profiles Experience January 2003 - August 2003
Job Manager, Internal IT Services at DealerSocket
Industry Information Technology and Services
Experience
DealerSocket October 2014 - Present
Alorica February 2013 - September 2014
Newport Strategic Search 2003 - September 2013
Rancho Valencia 2012 - 2012
Intuit 2012 - 2012
Websense 2010 - 2012
Websense June 2007 - August 2010
24 Hour Fitness August 2004 - June 2007
Financial Profiles January 2003 - August 2003
eAssist Global Solutions July 2002 - December 2002
Skills
Microsoft Exchange..., Microsoft Lync 2010, Microsoft DPM 2010, Symantec..., Blackberry/iPhone/Androi..., Microsoft SQL 2005/2008, Microsoft Systems..., VMWare ESX 3.5,4.x,5.x, VMWare View, VMWare Labmanager, Microsoft Active..., Microsoft Server..., Cisco Fiber Channel..., Brocade Fiber Channel..., Dell Compellent Storage..., HP EVA Storage Area..., EMC Storage Area..., NetApp Storage Area..., Ubuntu / REH / SUSE /..., Wireless Networking..., CCNP / MCITP, Mac OS X 10.x, Storage, Entrepreneurship, Start-ups, Project Management, Agile Project Management, Scrum, VMware, Leadership
Education
Capella University
PhD, Organizational Management - Information Technology
Capella University
MS, Information Technology
Humboldt State University
BS, Computer Information Systems
New Mexico Military Institute
AA, Mathematics
DealerSocket October 2014 - Present
Alorica February 2013 - September 2014
Newport Strategic Search 2003 - September 2013
Rancho Valencia 2012 - 2012
Intuit 2012 - 2012
Websense 2010 - 2012
Websense June 2007 - August 2010
24 Hour Fitness August 2004 - June 2007
Financial Profiles January 2003 - August 2003
eAssist Global Solutions July 2002 - December 2002
Skills
Microsoft Exchange..., Microsoft Lync 2010, Microsoft DPM 2010, Symantec..., Blackberry/iPhone/Androi..., Microsoft SQL 2005/2008, Microsoft Systems..., VMWare ESX 3.5,4.x,5.x, VMWare View, VMWare Labmanager, Microsoft Active..., Microsoft Server..., Cisco Fiber Channel..., Brocade Fiber Channel..., Dell Compellent Storage..., HP EVA Storage Area..., EMC Storage Area..., NetApp Storage Area..., Ubuntu / REH / SUSE /..., Wireless Networking..., CCNP / MCITP, Mac OS X 10.x, Storage, Entrepreneurship, Start-ups, Project Management, Agile Project Management, Scrum, VMware, Leadership
Education
Capella University
PhD, Organizational Management - Information Technology
Capella University
MS, Information Technology
Humboldt State University
BS, Computer Information Systems
New Mexico Military Institute
AA, Mathematics
David McMahon David McMahon's Financial Profiles Experience January 2006 - September 2006
Job Senior Programmer Analyst Salesforce Certified Force.com Developer
Industry Computer Software
Experience
Sequenom July 2013 - Present
Websense November 2007 - July 2013
GlobalArchives.net January 2007 - August 2011
Verance September 2006 - November 2006
Financial Profiles January 2006 - September 2006
RFP Express April 2005 - January 2006
Solutions Consulting Group September 2004 - April 2005
Titan Corporation January 2004 - September 2004
GovPartner August 2001 - January 2004
Stellcom June 1999 - August 2001
Skills
.NET, Web Services, C#, Microsoft SQL Server, ASP.NET, Agile Methodologies, Software Development, SalesForce, Visual Studio, Cloud Computing
Education
National University 1994 — 1998
Bachelor of Science, Computer Science
Sequenom July 2013 - Present
Websense November 2007 - July 2013
GlobalArchives.net January 2007 - August 2011
Verance September 2006 - November 2006
Financial Profiles January 2006 - September 2006
RFP Express April 2005 - January 2006
Solutions Consulting Group September 2004 - April 2005
Titan Corporation January 2004 - September 2004
GovPartner August 2001 - January 2004
Stellcom June 1999 - August 2001
Skills
.NET, Web Services, C#, Microsoft SQL Server, ASP.NET, Agile Methodologies, Software Development, SalesForce, Visual Studio, Cloud Computing
Education
National University 1994 — 1998
Bachelor of Science, Computer Science
Ken Kerr Ken Kerr's Financial Profiles Experience January 1986 - August 1989
Job CEO and President at Advisys, Inc.
Industry Internet
Experience
Advisys, Inc. September 2002 - Present
Copernica Networks January 2002 - April 2002
Kettley Publishing April 1993 - January 2000
Sidekick Printers August 1989 - March 1993
Financial Profiles January 1986 - August 1989
Mid-State Bank & Trust September 1982 - June 1986
Wells, Rich, Greene May 1980 - July 1982
Skills
Marketing Strategy, Financial Services, Strategic Planning, Product Management, SaaS, Salesforce.com, Product Development, Marketing, B2B, Webinars, Insurance, Project Management, Process Improvement, Start-ups, Advertising, Business Strategy, Strategy, Direct Marketing, Sales, Leadership, Team Leadership, Business Planning, Business Development, Product Marketing, Cross-functional Team..., Executive Management, Strategic Partnerships, CRM, Selling, New Business Development, Online Marketing, Enterprise Software, Management, Entrepreneurship, E-commerce, Lead Generation, Vendor Management, Training
Education
University of Phoenix-Southern California Campus 1995 — 1997
Master of Business Administration (MBA), Technology Management
University of California, Los Angeles 1975 — 1979
Bachelor of Arts, English
Advisys, Inc. September 2002 - Present
Copernica Networks January 2002 - April 2002
Kettley Publishing April 1993 - January 2000
Sidekick Printers August 1989 - March 1993
Financial Profiles January 1986 - August 1989
Mid-State Bank & Trust September 1982 - June 1986
Wells, Rich, Greene May 1980 - July 1982
Skills
Marketing Strategy, Financial Services, Strategic Planning, Product Management, SaaS, Salesforce.com, Product Development, Marketing, B2B, Webinars, Insurance, Project Management, Process Improvement, Start-ups, Advertising, Business Strategy, Strategy, Direct Marketing, Sales, Leadership, Team Leadership, Business Planning, Business Development, Product Marketing, Cross-functional Team..., Executive Management, Strategic Partnerships, CRM, Selling, New Business Development, Online Marketing, Enterprise Software, Management, Entrepreneurship, E-commerce, Lead Generation, Vendor Management, Training
Education
University of Phoenix-Southern California Campus 1995 — 1997
Master of Business Administration (MBA), Technology Management
University of California, Los Angeles 1975 — 1979
Bachelor of Arts, English
James Drager, PMP, CSM James Drager, PMP, CSM's Financial Profiles Experience September 2002 - March 2003
Job Principal Project Manager at VCE, the Virtual Computing Environment Company
Industry Computer Software
Experience
VCE, the Virtual Computing Environment Company March 2014 - Present
Fidelity Investments July 2011 - March 2014
Cisco Systems August 2010 - July 2011
Aster Data Systems November 2009 - June 2010
SAS Institute April 2008 - September 2009
IFS November 2006 - April 2008
Freeman Associates Investment Management October 2005 - September 2006
Washington Mutual April 2003 - June 2005
Financial Profiles September 2002 - March 2003
HNC Software February 1996 - September 2002
Skills
SaaS, Agile Methodologies, Requirements Analysis, Business Intelligence, Program Management, Software Project..., Enterprise Software, Software Development, SDLC, Business Analysis, Project Management, Professional Services, Integration, SQL, Product Management, Risk Management, Scrum, Process Improvement, Oracle, Testing, Software Documentation, CRM
Education
California State University-Chico 1988 — 1994
Bachelors, Psychology
VCE, the Virtual Computing Environment Company March 2014 - Present
Fidelity Investments July 2011 - March 2014
Cisco Systems August 2010 - July 2011
Aster Data Systems November 2009 - June 2010
SAS Institute April 2008 - September 2009
IFS November 2006 - April 2008
Freeman Associates Investment Management October 2005 - September 2006
Washington Mutual April 2003 - June 2005
Financial Profiles September 2002 - March 2003
HNC Software February 1996 - September 2002
Skills
SaaS, Agile Methodologies, Requirements Analysis, Business Intelligence, Program Management, Software Project..., Enterprise Software, Software Development, SDLC, Business Analysis, Project Management, Professional Services, Integration, SQL, Product Management, Risk Management, Scrum, Process Improvement, Oracle, Testing, Software Documentation, CRM
Education
California State University-Chico 1988 — 1994
Bachelors, Psychology
Candice Tang Nyholt Candice Tang Nyholt's Financial Profiles Experience 2009 - 2009
Job Senior Account Executive at EvansHardy+Young
Industry Marketing and Advertising
Experience
EvansHardy+Young February 2015 - Present
SurfMedia Communications January 2013 - February 2015
SurfMedia Communications May 2012 - January 2013
SurfMedia Communications August 2009 - May 2012
BabyFirstTV July 2008 - January 2009
Financial Profiles 2009 - 2009
Pacific Coast Business Times February 2004 - August 2006
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2006 — 2008
MBA, Marketing
Korea Advanced Institute of Science and Technology 2007 — 2007
Graziadio School Study Abroad Program
University of California, Irvine 1999 — 2003
Bachelor of Arts (B.A.), International Studies
The Chinese University of Hong Kong 2002 — 2002
University of California Study Abroad Program
EvansHardy+Young February 2015 - Present
SurfMedia Communications January 2013 - February 2015
SurfMedia Communications May 2012 - January 2013
SurfMedia Communications August 2009 - May 2012
BabyFirstTV July 2008 - January 2009
Financial Profiles 2009 - 2009
Pacific Coast Business Times February 2004 - August 2006
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2006 — 2008
MBA, Marketing
Korea Advanced Institute of Science and Technology 2007 — 2007
Graziadio School Study Abroad Program
University of California, Irvine 1999 — 2003
Bachelor of Arts (B.A.), International Studies
The Chinese University of Hong Kong 2002 — 2002
University of California Study Abroad Program
Leveritt Gridley Leveritt Gridley's Financial Profiles Experience May 2001 - July 2005
Job
Industry Marketing and Advertising
Experience
Hearst Media Services September 2011 - April 2014
District Options, LLP September 2010 - July 2011
Bankers Life & Casualty Co. August 2008 - September 2009
Kettley July 2005 - March 2008
Financial Profiles May 2001 - July 2005
Skills
Strategy, Leadership, Account Management, Enterprise Software, Selling, Sales, Training, Sales Process, Sales Operations, Marketing, Sales Management, Consulting, New Business Development, Business Development
Education
St. Lawrence University 1976 — 1980
BA, Economics
Hearst Media Services September 2011 - April 2014
District Options, LLP September 2010 - July 2011
Bankers Life & Casualty Co. August 2008 - September 2009
Kettley July 2005 - March 2008
Financial Profiles May 2001 - July 2005
Skills
Strategy, Leadership, Account Management, Enterprise Software, Selling, Sales, Training, Sales Process, Sales Operations, Marketing, Sales Management, Consulting, New Business Development, Business Development
Education
St. Lawrence University 1976 — 1980
BA, Economics
Ken Simeon's Financial Profiles Experience July 2003 - March 2004
Job Director of Engineering at Verve Mobile
Industry Computer Software
Experience
Verve Mobile September 2015 - Present
Intuit November 2013 - September 2015
Intuit September 2008 - November 2013
Hewlett-Packard February 2006 - August 2008
Digital Harbor January 2005 - February 2006
Novell July 2004 - January 2005
Financial Profiles July 2003 - March 2004
EMC April 2003 - June 2003
Intel June 2000 - April 2003
CAIS June 1999 - June 2000
Skills
Test Automation, Testing, Appium, Linux, Automation, Agile Methodologies, Agile, Software Development, Python, Software Quality..., Scrum, Selenium, Ruby, Quality Assurance, Java, Shell Scripting, Agile Project Management, JavaScript, Perforce, Web Applications, Microsoft SQL Server, Test Planning, Unix, PHP, MySQL, Git, Free Software, XHTML, Open Source Software, QA Automation, Databases, NAS, Rally, TestComplete, Watir, QTP, QuickTest Pro
Education
University of San Diego 1991 — 1995
Bachelor of Arts (B.A.), Psychology
Verve Mobile September 2015 - Present
Intuit November 2013 - September 2015
Intuit September 2008 - November 2013
Hewlett-Packard February 2006 - August 2008
Digital Harbor January 2005 - February 2006
Novell July 2004 - January 2005
Financial Profiles July 2003 - March 2004
EMC April 2003 - June 2003
Intel June 2000 - April 2003
CAIS June 1999 - June 2000
Skills
Test Automation, Testing, Appium, Linux, Automation, Agile Methodologies, Agile, Software Development, Python, Software Quality..., Scrum, Selenium, Ruby, Quality Assurance, Java, Shell Scripting, Agile Project Management, JavaScript, Perforce, Web Applications, Microsoft SQL Server, Test Planning, Unix, PHP, MySQL, Git, Free Software, XHTML, Open Source Software, QA Automation, Databases, NAS, Rally, TestComplete, Watir, QTP, QuickTest Pro
Education
University of San Diego 1991 — 1995
Bachelor of Arts (B.A.), Psychology
Greg Rutten Greg Rutten's Financial Profiles Experience 1997 - 2002
Job Senior Managing Director at Sequoia Equity Partners LLC
Industry Real Estate
Experience
Sequoia Equity Partners LLC January 2015 - Present
GRu Ventures, Inc. September 2003 - Present
Financial Profiles 1997 - 2002
John Burnham & Company January 1986 - July 1999
Skills
Real Estate Investment, Investment Properties, Real Estate, Investments, Loans, Due Diligence, Entitlements, Commercial Real Estate, Business Development, Investors, Sales, Real Estate Economics, Real Estate Financing, Property Management, Disposition, Brokerage, Residential Homes, Real Estate Transactions, Mortgage Lending
Education
University of Oregon - Charles H. Lundquist College of Business 1977 — 1981
BA, Finance and Economics
Jesuit High School 1973 — 1977
high school, basic High School education
Lincoln High School 1974 — 1975
Basic High School education
Sequoia Equity Partners LLC January 2015 - Present
GRu Ventures, Inc. September 2003 - Present
Financial Profiles 1997 - 2002
John Burnham & Company January 1986 - July 1999
Skills
Real Estate Investment, Investment Properties, Real Estate, Investments, Loans, Due Diligence, Entitlements, Commercial Real Estate, Business Development, Investors, Sales, Real Estate Economics, Real Estate Financing, Property Management, Disposition, Brokerage, Residential Homes, Real Estate Transactions, Mortgage Lending
Education
University of Oregon - Charles H. Lundquist College of Business 1977 — 1981
BA, Finance and Economics
Jesuit High School 1973 — 1977
high school, basic High School education
Lincoln High School 1974 — 1975
Basic High School education
Daniel Spencer Daniel Spencer's Financial Profiles Experience February 2003 - August 2003
Job Overseeing U.S. development for leading insurance software company
Industry Computer Software
Experience
Audatex October 2011 - Present
Audatex September 2009 - October 2011
MedNeutral September 2007 - September 2009
Kofax December 2004 - September 2007
Integrant September 2003 - November 2004
Financial Profiles February 2003 - August 2003
Irdeto Access June 2001 - January 2003
MediaDNA February 2000 - May 2001
Spencer Solutions October 1996 - February 2000
Fourth Shift Asia August 1995 - July 1996
Skills
Scrum, Agile Methodologies, Continuous Integration, Integration, Software Development, Management, C++, Leadership, C#, Software Engineering, Enterprise Software, Product Management, .NET, Software Project..., Start-ups, Testing, Microsoft SQL Server, Java, XML, SDLC, UML, Spring, SOA, Software Design, Agile Project Management, Visual Studio
Education
University of California, San Diego 1983 — 1988
BA, Mathematics/Computer Science
University of California, San Diego 1983 — 1988
Bachelor of Arts (B.A.), Mathematics and Computer Science
Audatex October 2011 - Present
Audatex September 2009 - October 2011
MedNeutral September 2007 - September 2009
Kofax December 2004 - September 2007
Integrant September 2003 - November 2004
Financial Profiles February 2003 - August 2003
Irdeto Access June 2001 - January 2003
MediaDNA February 2000 - May 2001
Spencer Solutions October 1996 - February 2000
Fourth Shift Asia August 1995 - July 1996
Skills
Scrum, Agile Methodologies, Continuous Integration, Integration, Software Development, Management, C++, Leadership, C#, Software Engineering, Enterprise Software, Product Management, .NET, Software Project..., Start-ups, Testing, Microsoft SQL Server, Java, XML, SDLC, UML, Spring, SOA, Software Design, Agile Project Management, Visual Studio
Education
University of California, San Diego 1983 — 1988
BA, Mathematics/Computer Science
University of California, San Diego 1983 — 1988
Bachelor of Arts (B.A.), Mathematics and Computer Science
Karen Druery Karen Druery's Financial Profiles Experience January 1995 - December 1998
Job Owner, Druery Web Design, LLC
Industry Information Technology and Services
Experience
Druery Web Design September 2007 - Present
Anteon Corporation January 1998 - December 2005
Financial Profiles January 1995 - December 1998
Bank of America January 1989 - December 1994
Skills
Web Design, SQL, Web Development, JavaScript, Databases, SEO
Education
Old Dominion University 1986 — 1988
BS, Information Systems/Decision Sciences
Wilson High, Long Beach
Druery Web Design September 2007 - Present
Anteon Corporation January 1998 - December 2005
Financial Profiles January 1995 - December 1998
Bank of America January 1989 - December 1994
Skills
Web Design, SQL, Web Development, JavaScript, Databases, SEO
Education
Old Dominion University 1986 — 1988
BS, Information Systems/Decision Sciences
Wilson High, Long Beach
charlie davidson charlie davidson's Financial Profiles Experience 2003 - 2006
Job CEO Attensa
Industry Computer Software
Experience
Attensa 2007 - Present
Dexco 1996 - Present
Information overload research group 2011 - 2013
Financial Profiles 2003 - 2006
StatiaFX 2000 - 2003
Cooperations, Inc. 1996 - 2000
Crabbe Huson Group 1994 - 1999
Garvey Schubert Barer 1989 - 1994
Skills
SaaS, Business Strategy, Start-ups, Leadership, Strategic Partnerships, Entrepreneurship, Business Development, Product Management, E-commerce, Executive Management, Product Marketing, Strategy, Enterprise Software, Social Media, Strategic Planning, Venture Capital, Software Development, Cloud Computing, Management, Mergers & Acquisitions, Go-to-market Strategy, Lead Generation, Analytics, Marketing, CRM, Competitive Analysis
Education
Lewis & Clark Law School 1986 — 1989
JD, Magna Cum Laude
University of Oregon 1977 — 1982
BS
Attensa 2007 - Present
Dexco 1996 - Present
Information overload research group 2011 - 2013
Financial Profiles 2003 - 2006
StatiaFX 2000 - 2003
Cooperations, Inc. 1996 - 2000
Crabbe Huson Group 1994 - 1999
Garvey Schubert Barer 1989 - 1994
Skills
SaaS, Business Strategy, Start-ups, Leadership, Strategic Partnerships, Entrepreneurship, Business Development, Product Management, E-commerce, Executive Management, Product Marketing, Strategy, Enterprise Software, Social Media, Strategic Planning, Venture Capital, Software Development, Cloud Computing, Management, Mergers & Acquisitions, Go-to-market Strategy, Lead Generation, Analytics, Marketing, CRM, Competitive Analysis
Education
Lewis & Clark Law School 1986 — 1989
JD, Magna Cum Laude
University of Oregon 1977 — 1982
BS
Matthew Pyle's Financial Profiles Experience 2003 - 2006
Job Senior Associate – Systems Administration at KPMG
Industry Computer Networking
Experience
KPMG March 2014 - Present
Cynergy, The Experience Agency December 2011 - March 2014
SaaSplaza June 2011 - December 2011
InterKnowlogy July 2006 - June 2011
Financial Profiles 2003 - 2006
TWS Systems 2000 - 2002
Skills
DNS, TCP/IP, Network Administration, System Administration, LDAP, Active Directory, Network Security, Troubleshooting, Switches, Technical Support, DHCP, Routers, Networking, Windows, Help Desk Support, Software Installation, IIS, Enterprise Software, Hyper-V, Cloud Computing, Microsoft Exchange, SharePoint, High Availability..., High Availability, Atlassian JIRA, Atlassian Confluence, Tomcat, Apache, CentOS, Veeam, Microsoft SQL Server, App-V, Microsoft Dynamics, Project Server, Team Foundation Server, Configuration Management, Mac OS, Release Engineering
Education
Siena Heights University 1998 — 2000
Bachelor of Applied Science (BASc), Computer Engineering
Kellogg Community College 1996 — 1998
Associate of Applied Science, Computer Engineering Technology
KPMG March 2014 - Present
Cynergy, The Experience Agency December 2011 - March 2014
SaaSplaza June 2011 - December 2011
InterKnowlogy July 2006 - June 2011
Financial Profiles 2003 - 2006
TWS Systems 2000 - 2002
Skills
DNS, TCP/IP, Network Administration, System Administration, LDAP, Active Directory, Network Security, Troubleshooting, Switches, Technical Support, DHCP, Routers, Networking, Windows, Help Desk Support, Software Installation, IIS, Enterprise Software, Hyper-V, Cloud Computing, Microsoft Exchange, SharePoint, High Availability..., High Availability, Atlassian JIRA, Atlassian Confluence, Tomcat, Apache, CentOS, Veeam, Microsoft SQL Server, App-V, Microsoft Dynamics, Project Server, Team Foundation Server, Configuration Management, Mac OS, Release Engineering
Education
Siena Heights University 1998 — 2000
Bachelor of Applied Science (BASc), Computer Engineering
Kellogg Community College 1996 — 1998
Associate of Applied Science, Computer Engineering Technology
Patrick Sarne's Financial Profiles Experience 2002 - 2004
Job Wealth Management Consultant with Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network May 2007 - Present
LPL Financial Services 2004 - 2007
Financial Profiles 2002 - 2004
Skills
Series 7, Series 63, Retirement, Fixed Annuities, Investment Advisory, Mutual Funds, Retirement Planning, Wealth Management, Asset Allocation, Securities, Investments, Strategic Financial..., Asset Managment, Portfolio Management, Insurance, Trading, FINRA, Series 24, Risk Management, Pensions, Uniform Combined State..., Financial Advisory, Investment Strategies
Education
University of California, San Diego 1990 — 1995
BS, Management Science
Commonwealth Financial Network May 2007 - Present
LPL Financial Services 2004 - 2007
Financial Profiles 2002 - 2004
Skills
Series 7, Series 63, Retirement, Fixed Annuities, Investment Advisory, Mutual Funds, Retirement Planning, Wealth Management, Asset Allocation, Securities, Investments, Strategic Financial..., Asset Managment, Portfolio Management, Insurance, Trading, FINRA, Series 24, Risk Management, Pensions, Uniform Combined State..., Financial Advisory, Investment Strategies
Education
University of California, San Diego 1990 — 1995
BS, Management Science
Catherine Zelasko's Financial Profiles Experience 2001 - 2006
Job Health and Wellness
Industry Health, Wellness and Fitness
Experience
Health by Nature March 2011 - Present
Financial Profiles 2001 - 2006
Education
Seattle University
Bachelors, Business Marketing
Health by Nature March 2011 - Present
Financial Profiles 2001 - 2006
Education
Seattle University
Bachelors, Business Marketing
Mindi Frankel's Financial Profiles Experience June 1994 - June 2000
Job Editor at Gaming Business Review
Industry Marketing and Advertising
Experience
Just Write EditorGaming Business ReviewAugust 2012 - Present
Financial Profiles June 1994 - June 2000
Park Place Productions May 1993 - 1994
Skills
Public Relations, Social Media, Advertising, Press Releases, Marketing, Newsletters, Computer gaming, video games, social games, online gaming, game development, mobile game de, Social Game Development
Education
California State University San Marcos 1995 — 1997
MA, Writing
Just Write EditorGaming Business ReviewAugust 2012 - Present
Financial Profiles June 1994 - June 2000
Park Place Productions May 1993 - 1994
Skills
Public Relations, Social Media, Advertising, Press Releases, Marketing, Newsletters, Computer gaming, video games, social games, online gaming, game development, mobile game de, Social Game Development
Education
California State University San Marcos 1995 — 1997
MA, Writing
Patrick Umphrey, CLU, ChFC, FLMI's Financial Profiles Experience 1998 - 2000
Job Sr. Sales/Training Manager
Industry Insurance
Experience
AIG Direct Insurance Services, Inc. October 2009 - Present
AIG Direct Insurance Services, Inc. May 2009 - October 2009
LPL Financial 2006 - 2009
American General Life Companies 2004 - 2009
MetLife 2001 - 2005
Financial Profiles 1998 - 2000
The Guardian Life Insurance Company of America 1996 - 1998
Financial Profiles 1991 - 1995
Skills
Customer Service, Management, Training, Team Building, Life Insurance, Leadership, Sales, Insurance, Recruiting, Process Improvement, Business Development, Team Leadership, Project Management, Business Analysis, Risk Management, Program Management, Call Centers, Financial Services, Team Management, Finance, Selling, Vendor Management, Marketing, Relationship Management, CRM, Project Planning, Investments, Account Management, Customer Retention, Estate Planning, Strategy, Fixed Annuities, Executive Management, Term Life Insurance, Underwriting, Business Process, Series 6, Retirement Planning, Retirement, Financial Advisory, Mutual Funds, Series 63, Securities, Brokers, Wealth Management
Education
The American College 2013 — 2014
Chartered Financial Consultant, Financial Planning and Services
The American College 2011 — 2013
Chartered Life Underwriter, Insurance
Life Office Management Association 2010 — 2012
Fellow, Life Management Institute, Insurance
University of Michigan 1986 — 1991
BSE, Computer Engineering
AIG Direct Insurance Services, Inc. October 2009 - Present
AIG Direct Insurance Services, Inc. May 2009 - October 2009
LPL Financial 2006 - 2009
American General Life Companies 2004 - 2009
MetLife 2001 - 2005
Financial Profiles 1998 - 2000
The Guardian Life Insurance Company of America 1996 - 1998
Financial Profiles 1991 - 1995
Skills
Customer Service, Management, Training, Team Building, Life Insurance, Leadership, Sales, Insurance, Recruiting, Process Improvement, Business Development, Team Leadership, Project Management, Business Analysis, Risk Management, Program Management, Call Centers, Financial Services, Team Management, Finance, Selling, Vendor Management, Marketing, Relationship Management, CRM, Project Planning, Investments, Account Management, Customer Retention, Estate Planning, Strategy, Fixed Annuities, Executive Management, Term Life Insurance, Underwriting, Business Process, Series 6, Retirement Planning, Retirement, Financial Advisory, Mutual Funds, Series 63, Securities, Brokers, Wealth Management
Education
The American College 2013 — 2014
Chartered Financial Consultant, Financial Planning and Services
The American College 2011 — 2013
Chartered Life Underwriter, Insurance
Life Office Management Association 2010 — 2012
Fellow, Life Management Institute, Insurance
University of Michigan 1986 — 1991
BSE, Computer Engineering
Bud Farnham's Financial Profiles Experience 2001 - 2002
Job Senior Software Engineer/Architect at Verizon Telematics, Inc.
Industry Information Technology and Services
Experience
Verizon Telematics, Inc. June 2014 - Present
Studio 848 Inc 1997 - Present
Cubic February 2013 - June 2014
Yahoo! 2011 - February 2013
Hewlett-Packard 2004 - 2011
Rainbird Corp 2002 - 2004
Financial Profiles 2001 - 2002
HNC Software (now FICO) 1995 - 2001
Nellcor Puritan Bennett (PB) 1987 - 1994
US Naval Ocean Systems Center 1983 - 1987
Skills
Java, C++, Unix, Linux, Software Development, Agile Methodologies, SQL, Scrum, Software Project..., Tomcat, Embedded Systems, Distributed Systems, Requirements Analysis, Software Engineering, Cloud Computing, Web Services, Windows, .NET, SDLC, OOP
Education
Stanford University 1980 — 1981
Master of Science (MS), Operations Research, 3.6 GPA
University of Florida 1975 — 1980
Bachelor of Science (BS), Mechanical Engineering, 3.9
Verizon Telematics, Inc. June 2014 - Present
Studio 848 Inc 1997 - Present
Cubic February 2013 - June 2014
Yahoo! 2011 - February 2013
Hewlett-Packard 2004 - 2011
Rainbird Corp 2002 - 2004
Financial Profiles 2001 - 2002
HNC Software (now FICO) 1995 - 2001
Nellcor Puritan Bennett (PB) 1987 - 1994
US Naval Ocean Systems Center 1983 - 1987
Skills
Java, C++, Unix, Linux, Software Development, Agile Methodologies, SQL, Scrum, Software Project..., Tomcat, Embedded Systems, Distributed Systems, Requirements Analysis, Software Engineering, Cloud Computing, Web Services, Windows, .NET, SDLC, OOP
Education
Stanford University 1980 — 1981
Master of Science (MS), Operations Research, 3.6 GPA
University of Florida 1975 — 1980
Bachelor of Science (BS), Mechanical Engineering, 3.9