Sageworks Company
Industry: Software company
DescriptionSageworks is a private financial information company headquartered in Raleigh, North Carolina. Founded in 1998, Sageworks provides financial analysis and risk management software, in addition to creating products for commercial lenders. Founded: 1998 Headquarters: North Carolina CEO: Wayne Roberts Founders: Brian Hamilton, Sarah Tourville
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Sageworks Employees
Global Knowledge October 2007 - Present
Global Knowledge Canada December 2012 - April 2015
Global Knowledge Canada October 2007 - December 2012
Sageworks June 2007 - September 2007
East Coast Plumbing and Heating November 1999 - May 2007
Ferguson Enterprises May 2006 - August 2006
Skills
Customer Service, Customer Relations, Problem Solving, Microsoft Office, Account Management, Cold Calling, Solution Selling, Sales Process, Direct Sales, Leadership, Sales, Training, Management, Business Analysis, Employee Training, Sales Operations, Team Management, Sales Management, Time Management, Customer Retention, Networking, Building Relationships, Project Management, Selling, Cloud Computing, Customer Satisfaction, Salesforce.com, Strategy, Business Process..., Business Planning, Team Leadership, CRM, Leadership Development, Team Building, Business Development, Coaching, Lead Generation, Vendor Management, Recruiting, Program Management, Consulting, SaaS, Marketing, Sales Presentations, Marketing Strategy, Relationship Building, Strategic Planning, Process Improvement, New Business Development, Strategic Partnerships
Education
Longwood University 2003 — 2007
B.S, Business Economics, Business Administration, Overall GPA 3.478
American Management Association
Global Knowledge
AT&T January 2015 - Present
Sageworks July 2014 - September 2014
Citrix ShareFile October 2013 - May 2014
Lenovo July 2012 - August 2013
Taylor Robinson Music Institute February 2011 - July 2012
NCSU Theater January 2010 - March 2010
Skills
SMB Sales, SMB, Channel Partner..., Enterprise Technology..., Sound, IT Sales, Musicians, Sales Prospecting, Social Networking, Account Management, Customer Satisfaction, Solution Selling, Training, Coaching, Business Development, Channel Sales, Cold Calling, Cross-functional Team..., Customer Retention, Customer Service, Lead Generation, Leadership, Management, Marketing, Networking, Product Marketing, Program Management, Sales, Sales Management, Sales Presentations, Salesforce.com, Strategic Partnerships, Team Leadership
Education
North Carolina State University 2008 — 2012
BA, Arts Applications (Music)
Northern Virginia Community College 2010 — 2010
Sageworks May 2014 - Present
Sageworks April 2013 - May 2014
Sageworks January 2012 - April 2013
Sageworks April 2011 - January 2012
Sageworks June 2010 - April 2011
Sageworks October 2008 - June 2010
Target May 2008 - July 2008
Education
North Carolina State University - College of Management 2006 — 2010
Bachelor of Science, Business Administration, Marketing, 3.99
IBM August 2015 - Present
Sageworks February 2014 - May 2015
Sageworks May 2012 - January 2014
Auction Direct USA Used Vehicle Superstore 2009 - 2011
Hendrick Automotive Group 2006 - 2009
Skills
Sales, Marketing, Sales..., Microsoft Office, Customer Service, Microsoft Word, Outlook, Microsoft Excel, Negotiation, PowerPoint, Social Media, Sales, Public Speaking, Inventory Management, Strategic Planning, Financial Analysis, Leadership, Team Building, Budgets, Coaching, Salesforce.com, Business Planning, Recruiting, Marketing Strategy, Contract Negotiation, Event Planning, New Business Development, Leadership Development, Sales Operations, Cold Calling, Team Leadership, Social Media Marketing, Business Strategy, Account Management, Direct Sales, Marketing, Sales Management, Business Development, Management, Customer Satisfaction, Lead Generation, Selling, B2B, Sales Presentations, Sales Process, SaaS, Solution Selling, Strategic Partnerships, Small Business, CRM, Competitive Analysis, Sales Force Development
Education
North Carolina State University 2001 — 2005
Bachelor's degree, History
University of North Carolina at Wilmington 2001 — 2002
Red Hat June 2012 - Present
Sageworks June 2011 - May 2012
David Kahn October 2008 - June 2011
Rep Et Trois June 2006 - September 2008
Skills
Marketing Communications, Media Relations, Public Relations, Marketing, Management, Blogging, Sales, Strategic Partnerships, Creative Writing, Public Speaking, New Business Development, Advertising, Inter-personal, Sales Operations, Social Media Marketing, Trade Shows, Time Management, Sales Presentations, Email Marketing, Media Pitching
Education
Columbia University in the City of New York 2014 — 2015
Master of Science (MS), Strategic Communications
Arizona State University, W. P. Carey School of Business 2010 — 2012
Master of Business Administration (MBA), Certificate in Marketing
University of North Carolina at Chapel Hill 2001 — 2004
Bachelor of Arts (BA), Philosophy and Dramatic Art
Sageworks February 2015 - July 2015
PA Consulting Group August 2013 - February 2014
Skills
Management Consulting, Business Strategy, Strategy, Market Analysis, Market Research, Corporate Finance, German, International Business, Microsoft Office, Teamwork, Microsoft Excel, English, PowerPoint, Finance
Education
North Carolina State University 2014 — 2016
Bachelor of Science (BSc), Business Administration, 3.75
ESB Business School Reutlingen 2012 — 2014
Bachelor of Science (BSc), International Management Double-Degree, 4.0 GPA
Sageworks June 2015 - Present
Campbell Alliance November 2014 - March 2015
LipoScience August 2013 - April 2014
Duke Energy (formerly Progress Energy) 2006 - 2012
Duke Energy (formerly Progress Energy) 2002 - 2006
Frankie Lemmon Foundation 2001 - 2002
Lucor Inc 2000 - 2001
Meredith College 1998 - 1999
Eclipse Surgical Technologies, Inc. 1995 - 1996
Skills
Process Improvement, Energy, Contract Management, Change Management, Power Generation, Project Management, Business Objects, Microsoft Office, Accounts Payable, GAAP Standards, Sarbanes-Oxley, Benefits Administration, Month End Close, Accruals, Payroll, Microsoft Excel, Account Reconciliation, Team Building, Accounting, Financial Analysis, PowerPoint, Customer Service, Variance Analysis, Outlook, General Ledger, Administrative..., Finance, Cost Accounting, Internal Controls, GAAP, Auditing, Sarbanes-Oxley Act, Financial Accounting, Business Process..., Financial Reporting, SEC filings
Education
De Anza College
General Education
Sageworks April 2015 - Present
PlotWatt February 2014 - March 2015
Burt's Bees Clorox September 2010 - January 2014
Training Network July 2009 - September 2011
Technekes LLC August 2008 - July 2009
Extreme Transformations Inc May 2005 - August 2008
Pennsylvania National Guard January 2000 - January 2004
Skills
Sales, Account Management, Process Improvement, Strategic Planning, Training, Marketing, Team Building, Inventory Management, Salesforce.com, Customer Service, SAP, Marketing Strategy, Leadership, EDI, SaaS, Quickbooks, Business Planning, Webinars, Sales Prospecting, Project Management, Trade Shows
Education
East Stroudsburg University of Pennsylvania 2000 — 2005
Political Science
SHS 1997 — 2000
Diploma, College Prep, 3.6
Quintiles April 2014 - Present
Quintiles October 2008 - April 2014
Sageworks October 2004 - September 2008
Skills
Salesforce.com, Pharmaceutical Industry, Account Management, Clinical Research, Sales Process, Marketing, Microsoft Office, Team Building, Microsoft Excel, Training, Sales Presentations, CRO, PowerPoint, Lead Generation, Microsoft Word, Proposal Writing, Leadership, Clinical Trials, CRM, Sales, Line Management, Negotiation, Business Development, Management, Strategic Planning, Business Intelligence, Branding & Identity, New Business Development, Consulting, Public Speaking, Customer Retention, Marketing Strategy, Marketing Communications, Coaching, Cross-functional Team..., Market Research, Sales Operations
Education
North Carolina State University 2001 — 2004
BS, Business Management
University of Washington 2000 — 2001
BS, Architecture
Global Software, Inc October 2010 - Present
Global Software, Inc October 2007 - October 2010
Sageworks October 2006 - October 2007
Sageworks October 2005 - October 2006
Skills
SAP R/3, Oracle E-Business Suite, JDE One World, JDE Enterprise One, Mapics, Great Plains Software, Lawson General Ledger, Infinium, JD Edwards, Project Management, Sales Operations, Program Management, SaaS, Microsoft Excel, Sales, Pre-sales, Product Management, Financial Reporting, Oracle, WebEx, Sales Process, Spreadsheet Server, Enterprise Software
Education
East Carolina University - College of Business 2000 — 2004
BA, Public Relations
North Carolina State University
Realtyna Inc. January 2014 - Present
Sageworks September 2011 - Present
Ajani Infotech July 2010 - August 2011
CEANconsulting August 2009 - June 2010
Education
University of Minnesota-Twin Cities 2007 — 2007
Bachelor of Business Administration (BBA), Human Resources Management and Services
Minnesota School of Business 2002 — 2006
Minnesota School of Business 2002 — 2004
Sageworks August 2015 - Present
PrometheusGroup October 2013 - August 2015
Bax Analytix August 2013 - October 2013
IBM Software Group November 2012 - July 2013
IBM Software Group August 2008 - October 2012
IBM Software Group September 2007 - August 2008
IBM Software Group September 2004 - September 2007
IBM Software Group January 2002 - September 2004
Netscape, AOL September 1998 - December 2001
GE Capital October 1990 - September 1998
Skills
Product Marketing, Strategy, Demand Generation, Marketing Management, Enterprise Software, Product Management, Analytics, Marketing Strategy, B2B, Marketing, Digital Marketing, Global Marketing, Marketing Communications, Cross-functional Team..., Product Launch, SaaS, Management, Leadership, Start-ups, E-commerce, Segmentation, Sales Enablement, Market Analysis, Messaging, Thought Leadership, Business Alliances, CRM, Product Development, Multi-channel Marketing, Business Development, Marketing Automation, Market Planning, Lead Generation, B2B Marketing, Business Planning, Marketing Operations, Social Media Marketing, Integrated Marketing, Integration, Go-to-market Strategy, Banking, German, Event Planning, Business Analytics, Event Marketing, Budgeting, Strategic Partnerships
Education
Duke University - The Fuqua School of Business 1996 — 1998
Executive MBA
University of Notre Dame 1986 — 1990
BSEE, Electrical Engineering - computer concentration
Wiesbaden American High School 1982 — 1986
General Assemb.ly October 2011 - Present
Sageworks December 2014 - February 2015
Google February 2014 - December 2014
University of Oklahoma October 2013 - July 2014
IBM September 2010 - August 2013
Razorfish July 2010 - October 2010
Datacap April 2009 - September 2010
Cadwalader, Wickersham & Taft LLP September 2007 - August 2008
European Parliament January 2002 - May 2002
Skills
Digital Marketing, Non-profits, CRM, Social Media, Social Media Marketing, Online Advertising, Analytics, Entrepreneurship, Marketing Communications, Marketing Strategy, Project Management, Web Analytics, Google Analytics, Google Adwords, Google Webmaster Tools, Eloqua, Email Marketing, Content Marketing, Content Strategy, Corporate Blogging, Product Innovation, Marketing, Rapid Prototyping
Education
Georgetown University Law Center 2004 — 2007
JD, Law
University of California, Berkeley 2000 — 2004
BA, Political Economy
Sageworks September 2014 - Present
The Iron Yard June 2014 - Present
Hallmark Cards July 2004 - December 2013
Hallmark Business Connections 2006 - 2009
Binney & Smith September 2003 - December 2003
Skills
Illustrator, Graphics, Illustration, InDesign, Photoshop, Creative Direction, Catalogs, Packaging, Visual Communication, Graphic Design, Adobe Acrobat, CSS, Adobe Creative Suite, Typography, Stationery, HTML 5, JavaScript, jQuery, User Experience, SASS, Workflow, Concept Design, Rapid Prototyping, User Interface Design, Backbone.js, Front-end Engineering, Greeting Cards, Invitations, HTML5
Education
The Iron Yard 2014 — 2014
Front End Engineering
Kutztown University of Pennsylvania 2000 — 2004
BFA, Communication Design, 4.0
Colchester Institute 2002 — 2003
International Study Abroad Program, Graphic Design
Kutztown High School
Florida Hospital November 2014 - Present
Tekk Fusion March 2014 - November 2014
HealthCare Support Staffing August 2013 - January 2014
HealthCare Scouts May 2013 - January 2014
HealthCare Scouts June 2012 - May 2013
University of Central Florida June 2010 - June 2012
SageWorks October 2008 - December 2008
Cutco/Vector June 2008 - September 2008
Skills
Recruiting, Interviews, Research, Account Management, Management, Coaching, Contract Negotiation, Social Networking, Data Analysis, Marketing, Business Strategy, Sales, Critical Thinking, Microsoft Office, Time Management, College Recruiting, Inventory Management, Sales Operations, Cold Calling, Internet Recruiting, Hiring, Salesforce.com, Strategic Consulting, Negotiation, Quantitative Analytics, Healthcare, Career Development, Temporary Staffing, Organizational Behavior, Problem Solving, Networking, Management Consulting, Temporary Placement, Human Resources, Communication, Big-picture Thinking, Getting The Job Done, Competitive Analysis, Staffing Services, Sourcing, Resume Writing, Doing the Right Thing, Ethics, Strategic Negotiations, Contract Management, Contract Law, Applicant Tracking..., Talent Acquisition, Technical Recruiting
Education
University of Central Florida 2010 — 2012
Master of Business Administration (MBA), Business Administration and Management, Business Consulting
Bates College 2004 — 2008
BA, Sociology, Philosophy
Lake Highland Prep 1995 — 2004
Sageworks February 2015 - Present
Sageworks June 2014 - February 2015
Clinical Tools, Inc. September 2012 - May 2014
Clinical Tools, Inc. April 2010 - September 2012
Clinical Tools, Inc. August 2009 - April 2010
Duke University August 2008 - July 2009
Skills
Research, Training, Lifesciences, Project Management, Program Management, Leadership, Process Improvement, CRM, E-commerce, Data Analysis, Web Development, Needs Analysis, Data-driven Decision..., Stakeholder..., Communications - Oral &..., Collaboration, Analytics, Project Planning, Project Organization, Team Building, Mentoring, Metrics & Reporting, Partner Management, Team Leadership, Cross Functional Team..., Management Consulting, Interpersonal Skill, Presentations, Customer Experience, Business Analysis, Product Development, Solution Implementation, Customer Driven..., Relationship Management, Proposals & Contracts, Performance Analysis, Requirements Analysis, Drupal Webform, Survey Design, Open Source, Data Management, Customer Support, Escalations Management, Program Evaluation, People Management, Release Management, User Experience Design, Leading Discussions, Influence At All Levels, Proposal Writing
Education
Duke University 2004 — 2008
B.S., Biology
Jack Britt High School 2000 — 2004
Townsquared April 2014 - Present
Sageworks December 2013 - April 2014
Sageworks September 2013 - April 2014
Raiseworks June 2013 - October 2013
Apple Retail September 2011 - June 2013
Apple Retail September 2010 - August 2011
Copacetic Pictures September 2010 - February 2011
Stephanie Johnes films June 2010 - August 2010
Skills
Documentaries, Film, Final Cut Pro, Final Cut Studio, Video Editing, Leadership, Hand Knitting, Pattern Design, Color Concepts, Keynote, iWork, iPhone, OS X, Video, Training, Editing, Creative Writing, Mac, Dvd, Operations Management, Marketing, Mac OS, Social Networking, iOS, Retail, Sales, Management, Social Media
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2010
B.A., Journalism, Film Studies
Sageworks June 2015 - Present
Sageworks January 2015 - June 2015
Institute for Emerging Issues May 2014 - January 2015
Joyner Visitor Center, North Carolina State University May 2013 - May 2014
Skills
Data Analysis, Microsoft Office, Economics, Research, Microsoft Excel, PowerPoint, Econometrics, Statistics, Microsoft Word, Public Speaking, Teamwork, Financial Modeling, English, Analysis, Market Research, SAS, Leadership, Social Media, Customer Service, Time Management, Management, Project Management, Recruiting
Education
North Carolina State University 2014 — 2015
Master's degree, Economics
North Carolina State University 2010 — 2014
Bachelor of Science (B.S.), Economics
Duke Athletic Services January 2015 - May 2015
Biogenic Reagents January 2015 - May 2015
Sageworks September 2014 - November 2014
Fuqua School of Business July 2014 - August 2014
Chegg June 2013 - May 2014
Eppendorf June 2013 - August 2013
Cornell Store May 2012 - August 2012
Cornell Career Services August 2011 - May 2012
Elmhurst Hospital May 2011 - August 2011
Skills
Microsoft Excel, SAP, Microsoft CRM, CRM, Communication, Problem Solving, Leadership, Time Management, Customer Service, Statistics, Data Analysis, Matlab, Accounting, Microsoft Office, Java, PowerPoint, Mentoring, Python, Minitab, R, SQL, Github, Crystal Ball, TreePlan, Optimization
Education
Duke University 2014 — 2015
Master's Degree, Engineering Management
Cornell University 2010 — 2014
B.S., Biological Engineering, Business
RobSaidIt July 2015 - Present
Kodak Alaris May 2013 - July 2015
Credit Suisse October 2012 - June 2013
Sageworks April 2012 - October 2012
Green Impulse Marketing November 2011 - May 2012
Skills
Customer Service, Microsoft Office, PowerPoint, Sales, Newsletters, Project Management, Microsoft Excel, Business Analysis, Public Speaking, Creative Writing, Microsoft Word, Troubleshooting, Creative Writer, Proofreading, Haitian Creole, Cold Calling, Databases, Public Relations, Social Media Marketing, Press Releases, Social Media, Research, Social Networking
Education
Full Sail University 2014 — 2015
Master's Degree, Public Relations
Saint Augustines College 2007 — 2011
Bachelors of Arts, English
Montclair High School 2003 — 2007
Columbia University in the City of New York September 2014 - May 2015
Columbia University in the City of New York September 2014 - January 2015
Self May 2014 - August 2014
Columbia University in the City of New York November 2013 - May 2014
Columbia University in the City of New York September 2013 - May 2014
National Center for Disaster Preparedness, Earth Institute, Columbia University September 2013 - December 2013
Sageworks June 2013 - August 2013
SunFirst Solar! April 2012 - December 2012
Museumtickets.nl September 2011 - December 2011
Private Client April 2008 - November 2010
Skills
Travel Writing, Adventure Travel, Tree Climbing, Non-profit Volunteer, Photography, Technical Writing, Solar Energy, Environmental Science, Environmental Education, Dual Citizenship, Craft Beer, California native plants, Windows, Friendly Personality, Turkish, German, Restaurants, Nonprofits, Marketing, Community Outreach, Creative Writing, Editing, Strategy, Non-profit Volunteering, Public Speaking, PowerPoint, Research, Social Media
Education
Columbia University in the City of New York 2015 — 2017
Master's of Fine Arts in Writing, School of the Arts
Columbia University in the City of New York 2013 — 2015
Bachelor’s Degree, Creative Writing (Nonfiction), with special interests in Sustainable Development and Photography, 3.87 Academic GPA
The George Washington University 2005 — 2006
Saint Mary's College High School 2001 — 2005
High School Diploma
Sageworks 2015 - Present
Coleman Insights March 2009 - January 2015
Coleman Insights 1996 - March 2009
ClearCom Computing 1994 - 1996
Radio Computing Services, Inc. 1991 - 1994
Skills
Software Development, Programming, C#, .NET, Visual Studio, Entity Framework, ASP.NET Web API, Breeze.js, TypeScript, JavaScript, jQuery, KnockoutJS, Durandal, Bootstrap, HTML 5, Visual Studio Online, Windows Azure, Microsoft SQL Server, LINQ, Business Analysis, SQL, ASP.NET, Project Management, Market Research, Windows, TFS, Java, HTML, CSS, Microsoft Office, T-SQL, Android Development, Eclipse, C++, Public Speaking, Research, Force.com Software..., Salesforce.com Software..., Start-ups, Management, Agile Methodologies, Software Design, REST, HTML5
Education
Fordham University 1988 — 1991
BA
Chaminade High School 1984 — 1988
High School Diploma
EY June 2015 - Present
Credit Suisse May 2012 - June 2014
Credit Suisse January 2010 - April 2012
Credit Suisse December 2007 - December 2009
Sageworks June 2007 - November 2007
Skills
Business Process..., Manage Client..., Strategic Thinking, Team Leadership, Communication Skills, Teamwork, Analytical Skills, Adapt Quickly to Change, Multi Tasking, Long-term Customer..., High Achiever
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2014 — 2016
Master of Business Administration (MBA)
James Madison University - College of Business 2003 — 2007
Bachelor of Business Administration (BBA), Marketing, 3.71
J.P. Morgan June 2015 - Present
J.P. Morgan June 2014 - August 2014
Bookonomic January 2012 - June 2014
Sageworks May 2013 - September 2013
Baruch College June 2012 - March 2013
Education
Macaulay Honors College at The City University of New York 2011 — 2015
Baruch College, City University of New York (CUNY)
Bachelor's degree, Statistics and Quantitative Modeling
Lorenzo de' Medici
Study Abroad, Art History, Italian Renaissance and Culture
Ferrell Capital Management October 2014 - December 2014
Sageworks November 2013 - May 2014
Elon University September 2011 - December 2013
Elon University August 2011 - December 2013
Tunisie Télécom June 2011 - July 2011
Skills
Statistics, Microsoft Excel, Modern Portfolio Theory, Database Administration, Microsoft Office, PowerPoint, ETFs, Bloomberg Terminal, Data Analysis, Data Mining, Volatility, Presentations, Public Speaking, Social Media, Microsoft Word, Facebook, Research, Foreign Languages
Education
Elon University - Martha and Spencer Love School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General
Sageworks February 2014 - May 2015
Cisco June 2014 - August 2014
Lowe's Home Improvement September 2012 - August 2014
Integrated Mobile Marketing October 2012 - December 2012
Air Wisconsin Airlines July 2010 - August 2012
Air Wisconsin Airlines June 2009 - August 2009
Skills
Sales, Analysis, Airline Experience, Customer Service, Team Leadership, Marketing, Product Management
Education
North Carolina State University 2013 — 2015
Bachelor of Science (BS), Business Administration-Marketing, 4.0
Fox Valley Technical College 2008 — 2010
Associate in Applied Science, Aeronautics-Pilot Training
Vacation Races May 2012 - Present
Brigham Young University August 2011 - April 2013
iQ for Business July 2009 - June 2011
sageworks May 2008 - March 2009
Monarch Bay Management Company June 2006 - April 2008
St George Triathlon May 2003 - January 2007
Skills
Inbound Marketing, Product Marketing, Online Marketing, Customer Insight, Analysis, Business Modeling, Entrepreneurial Skills, New Business Development, Business Strategy, SEO, Webinars, Customer Loyalty, Model Validation, Salesforce.com, Social Media, Strategic Planning, Sales Operations, Inside Sales, Outside Sales, Outsourcing Management, Online Advertising, Entrepreneurship, Social Media Marketing, Management, Public Speaking, Marketing, Financial Modeling, Marketing Strategy, Sales, Selling, SaaS, Product Development
Education
Brigham Young University 2011 — 2013
MBA, Marketing
Southern Virginia University 2003 — 2006
Bachelor of Arts, Business Administration and Leadership
Utah State University 2002 — 2002
Design Go Ltd April 2013 - Present
Kalencom Corporation March 2009 - March 2013
1st Lake Properties August 2008 - February 2009
Rosenberry Rooms August 2007 - July 2008
Sageworks 2007 - 2007
CIT Finance Investment Bank May 2003 - May 2006
Skills
Sales, Marketing, Merchandising, Sales Management, Customer Service, Account Management, E-commerce, Sales Process, Trade Shows, B2B, Sales Operations, Retail, Contract Negotiation, Management, New Business Development, Public Relations, Cold Calling, Lead Generation, Selling, Recruiting, Forecasting, Training, Project Planning, Social Media Marketing, Marketing Strategy, Direct Sales, Market Research, Salesforce.com, Competitive Analysis, Customer Retention, Inventory Management, Sales Presentations, SaaS, Email Marketing, Product Marketing
Education
East Carolina University 1995 — 1999
Exercise Sports Science
Sageworks March 2015 - Present
Education
Duke University 2005 — 2009
Bachelor's Degree, Public Policy Studies
The University of Glasgow 2008 — 2008
International Politics and Policy
Milton Academy
Sageworks August 2012 - Present
Sageworks, Inc. May 2012 - August 2012
General H. Hugh Leadership Center August 2009 - June 2012
Sageworks, Inc. September 2011 - May 2012
Credit Suisse June 2011 - August 2011
Skills
Research, Analysis, Business Analysis, Business Strategy, Data Analysis, Forecasting, Innovation, Leadership Development, Microsoft Office, Market Research, Strategic Planning, Problem Solving, Teamwork, Business Development, Leadership, Financial Analysis, Microsoft Excel
Education
North Carolina State University - College of Management 2008 — 2012
BA, Economics and Entrepreneurship
Professional Financial Services April 2015 - Present
Sageworks July 2014 - March 2015
Cree August 2013 - June 2014
WebAssign January 2013 - July 2013
Rent-A-Center September 2010 - April 2011
RadioShack May 2004 - September 2010
Skills
Microsoft Office, PeopleSoft, Access, Customer Service, Outlook, Data Analysis, Data Entry, Leadership, Microsoft Word, PowerPoint, Process Improvement, Software Documentation, Time Management, Training, Visio, Microsoft Excel, Analysis, Management
Education
Elizabeth City State University 2003 — 2008
Business Administration, Management Information Systems and Services
Elizabeth City State University 2003 — 2008
Bachelor's degree, Management Information Systems, General, 3.0
Sageworks February 2014 - Present
Strategic Value Media of Raleigh April 2013 - November 2013
Lucky 7 Chinese 2012 - December 2012
City of Raleigh 2010 - 2010
YMCA 2007 - 2008
Skills
Time Management, Teamwork, Sales, SPIN Selling, Multitasking Skills, Social Media Marketing, Microsoft Office, Communication, Social Networking, Leadership, PowerPoint, Advertising, Marketing, Cold Calling
Education
East Carolina University 2008 — 2012
BSBA, Marketing
Deloitte September 2014 - Present
Sageworks June 2014 - July 2014
Sageworks June 2013 - July 2013
Carolina Capital Management January 2013 - February 2013
Woodlawn Golf Course June 2012 - August 2012
The Jacksonville Inn, Oregon July 2008 - November 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Access, Business Development, Finance, Data Analysis, Management
Education
North Carolina State University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
RTI International June 2015 - Present
NC State University May 2014 - May 2015
Divers Alert Network October 2010 - June 2014
Divers Alert Network September 2005 - October 2010
Duke University Health System June 2003 - August 2005
Duke University Medical Center February 2002 - June 2003
Sageworks 2001 - 2002
SAGRELTO Enterprises 2001 - 2002
North Carolina State University - Centennial Networking Laboratory February 2001 - August 2001
LSI Corporation April 1999 - August 1999
Skills
Databases, Team Leadership, Project Management, Data Analysis, SAS, SQL, Program Management, Leadership, Cross-functional Team..., Troubleshooting, ASP.NET, Microsoft SQL Server, Agile Methodologies, XML, Access, Microsoft Excel, Networking, Quality Assurance, PMP, Software Project..., Open Source Software, R, Python
Education
North Carolina State University 2014 — 2015
Master of Science (M.S.), Analytics
North Carolina State University
Bachelor of Science (B.S.), Computer Science
Kwame Nkrumah' University of Science and Technology, Kumasi
Computer Engineering
Sageworks October 2014 - Present
Nike June 2013 - July 2014
Franks Place August 2006 - July 2014
Roger Williams University February 2013 - May 2014
Skills
Customer Service, Research, HTML, Sales, New Business Development, Retail, Microsoft Office, PowerPoint, Access, Data Entry, Teamwork, Microsoft Excel, Cashiering
Education
North Carolina State University 2014 — 2016
Bachelor of Arts (BA), Economics, 3.92
Roger Williams University 2012 — 2014
Bachelors, Economics, German Studies, 3.89
Reproductive Medicine Associates of New York January 2014 - Present
Intercounty OBGYN November 2013 - April 2014
Self-Employed - Private Duty Nursing Services September 2012 - December 2013
Columbia University School of Nursing June 2012 - August 2013
Bronto Software March 2008 - February 2009
Sageworks June 2007 - March 2008
Skills
Microsoft Office, Healthcare, Salesforce.com, Registered Nurse, Teaching, BLS, Social Media, Nursing, Cpr Certified, Health Education, Hospitals, Public Health, Research
Education
Columbia University School of Nursing 2012 — 2013
Master of Science, Women's Health Nurse Practitioner
Columbia University School of Nursing 2011 — 2012
Bachelor of Science, Nursing
Clemson University - College of Business and Behavioral Science 2003 — 2007
Bachelor of Science, Marketing
ProductBio.com (Workpology) July 2015 - Present
Autodesk May 2014 - July 2015
Symantec September 2013 - May 2014
Red Hat November 2009 - June 2013
Red Hat 2008 - November 2009
Sageworks, Inc. 2007 - 2008
Sageworks 2006 - 2007
Skills
Marketing, Salesforce.com, Solution Selling, Sales Enablement, Field Marketing, Local Marketing, Cloud Computing, Enterprise Software, Open Source, Demand Generation, Product Marketing, Product Management, Marketing Management, Email Marketing, Integrated Marketing, Direct Marketing, Channel Relationship..., CRM, SaaS, Lead Generation, Strategic Partnerships, Marketing Strategy, Multi-channel Marketing
Education
North Carolina State University - College of Management 2002 — 2006
B.S., Business Management
Different Roads to Learning, Inc. July 2015 - Present
Sageworks September 2014 - May 2015
Udemy June 2014 - August 2014
PJCC July 2013 - August 2013
Scringo January 2013 - June 2013
HopeVault June 2012 - August 2012
Congregation Beth Am 2009 - 2011
Skills
Social Media, Facebook, Spanish, Social Networking, Microsoft Office, Event Planning, Social Media Marketing, Microsoft Excel, Microsoft Word, Content Writing, Teaching, Early Childhood..., Editing, PowerPoint, Psychology, Social Media Blogging, Classroom, Nonprofits, Program Development, Community Outreach, Research, Curriculum Development, Fundraising, Public Speaking, Web Content, Twitter, Press Releases, Content Development, Marketing Research
Education
New York University 2011 — 2015
Psychology, Business Studies & Media, Culture & Communication
Salesforce September 2015 - Present
salesforce.com December 2010 - Present
Salesforce.com November 2008 - December 2010
ServiceSource November 2007 - November 2008
Sageworks 2007 - 2007
Skills
Salesforce.com, Account Management, SaaS, New Business Development, Customer Relations, Solution Selling, CRM, Sales Process, Direct Sales, Enterprise Software, Customer Service, Lead Generation, Marketing Automation, Strategic Partnerships, PaaS, Marketing, Email Marketing, Selling, Entrepreneurship, Pre-sales, Product Management, Channel Partners, Business Alliances, Professional Services, Cold Calling, Business Development, Cross-functional Team..., Sales Management, Cloud Computing, Business Intelligence, Partner Management, Managed Services, Customer Retention, Online Advertising, Sales, International Sales, Go-to-market Strategy, Strategy, Sales Enablement, Business Strategy, Demand Generation, Sales Operations, B2B, Software Industry, Contract Negotiation, Leadership, Start-ups, Management, Product Marketing, E-commerce
Education
Santa Clara University - Leavey School of Business 2012 — 2015
M.S. in Information Systems, Information Technology
California State University-Northridge
B.S, Business Administration - Management
AHS
Nido de Aguilas
IBM June 2015 - Present
Sageworks December 2014 - June 2015
Sageworks July 2013 - December 2014
Sageworks, Inc. September 2006 - August 2013
Sageworks, Inc September 2006 - January 2008
East Carolina University May 2003 - February 2005
Skills
Direct Sales, Formal Presentations, Cold Calling, Objection Handling, Sales Driven, Value-based Selling, Sales Management, Change Management, Public Speaking, Conference Speaking, Salesforce.com, International Sales, Short Sales, Sales Process, Management Consulting, Sales, SaaS, Account Management, Business Development, New Business Development, Solution Selling, Financial Analysis, Strategic Partnerships, Business Strategy, Lead Generation, Leadership, Sales Presentations, Consulting, Business Planning, Marketing, Small Business, Competitive Analysis, Marketing Strategy, Cloud Computing, Contract Negotiation, Entrepreneurship, CRM, Sales Operations, B2B, Accounting, Building Relationships, Negotiation, Team Building, Analytics, Forecasting, Business, Budgets, Business Analysis, Social Media Marketing, Strategic Financial...
Education
East Carolina University 2003 — 2004
Graduate Studies in Public Administration (MPA)
East Carolina University 1999 — 2003
BA, Political Science, Economics
Sageworks July 2014 - Present
Experient Health March 2011 - February 2014
Virginia Farm Bureau 2006 - March 2011
Abercrombie & Fitch and Hollister Co January 2002 - April 2006
Abercrombie & Fitch January 1998 - January 2002
Skills
Employee Benefits, Life Insurance, Sales, Strategic Planning, Customer Retention, Sales Operations, Commercial Insurance, Insurance, Health Insurance, Term Life Insurance, Leadership, Claim, Recruiting, Marketing, Management, CRM, Training, Sales Management, Strategic Partnerships, Budgets, Human Resources, Salesforce.com
Education
The College of William & Mary 2008 — 2011
MBA, Masters of Business Administration
National Association of Health Underwriters 2013 — 2013
Certified Patient Protection and Affordable Care Act Professional, Passed
The American College 2008 — 2009
Registered Health Underwriter, Health Insurance and Employee Benefits
Old Dominion University 1995 — 1999
Bachelor of Science, Communications, minor Psychology
Fidelity Investments June 2015 - July 2015
Sageworks August 2013 - August 2014
North Carolina General Assembly January 2013 - May 2013
Law Offices of Matthew K Rogers June 2011 - July 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Social Media, Public Speaking, English, Windows, Event Planning, Time Management, Access, Facebook
Education
North Carolina Central University School of Law 2014 — 2017
Doctor of Law (JD)
North Carolina State University 2010 — 2014
Bachelor's Degree, Political Science - Law and Justice Concentration
Webonise Lab January 2015 - Present
Fuqua School of Business August 2008 - January 2015
Sageworks February 2007 - September 2007
The Silo Restaurant January 1992 - January 2000
Skills
Program Management, Data Analysis, Project Management, Process Improvement, Management, Business Analysis, Marketing, Leadership, Cross-functional Team..., Analysis, MS Project, CRM, Agile Project Management, Public Speaking, Strategic Planning, Customer Service, Consulting, Event Planning, Nonprofits, Strategy, Budgets, Leadership Development, Microsoft Excel
Education
Meredith College 2012 — 2014
MBA, Project Management
Meredith College 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Mount Olive 2002 — 2003
B.S., Management and Organizational Development
Sageworks September 2015 - Present
MetLife June 2015 - August 2015
IBM June 2014 - May 2015
IBM May 2013 - December 2013
NCSU Call Center August 2012 - June 2013
Future Electronics August 2011 - May 2013
Skills
Matlab, Public Speaking, C, Teamwork, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, HTML, Windows, English, Creative Strategy, Global Cross-Functional..., Marketing Communications, Written & Oral..., Video Production, Business Intelligence
Education
North Carolina State University 2010 — 2015
In Progress, Electrical and Computer Engineering
Resolution Media September 2014 - Present
DexMedia June 2014 - September 2014
Netsertive March 2013 - June 2014
Hendrick Automotive Group September 2011 - October 2012
Compliant Healthcare Technologies November 2010 - September 2011
ICR-SAGA September 2007 - October 2010
North Carolina Polar Plunge February 2008 - February 2010
Sageworks May 2007 - August 2007
Skills
Integrated Campaign..., Direct Mail, Email Marketing, Google Adwords, Google Analytics, Social Media Marketing, Graphic Design, Media Planning, Media Buying, Public Relations, Philanthropy, Event Management, Legal Compliance, Trade Shows, CRM Integration, Marketing, SEM, Digital Marketing, CRM, Lead Generation, Sales Operations, Leadership
Education
Radford University - College of Business and Economics 2004 — 2007
BBA, Marketing
AdWerx January 2015 - Present
Sageworks November 2013 - December 2014
Sageworks August 2014 - September 2014
Vocus July 2012 - November 2013
Duke University May 2010 - September 2012
Skills
Email Marketing, Social Media, Social Networking, Salesforce.com, Market Research, SEO, Data Analysis, Marketing, Competitive Analysis, Research, Public Speaking, Social Media Marketing, Sales, Online Marketing, Marketing Strategy, Analytics, CRM, Microsoft Office, Sales Presentations, Strategy, Integrated Marketing, Online Advertising, Spanish, Business Strategy, Sales Operations, Digital Marketing, SEM, Public Relations, PowerPoint, Press Releases, Sales Process, Marketing Communications, Facebook, BeastMode, Entrepreneurship, Project Management, Microsoft Excel, International Sales, Consulting, Publicity, Sales Leadership..., SaaS, Advertising, Account Management, Management, Lead Generation, Enterprise Software, Strategic Partnerships, E-commerce, Leadership
Education
Duke University 2008 — 2012
B.S. Chemistry, Biochemistry
The University of Queensland 2010 — 2010
Study Abroad
Scale Finance February 2015 - Present
Sageworks June 2014 - December 2014
The Futures Company July 2013 - June 2014
Duke University December 2010 - June 2013
HEVUN Diversified Corporation January 1988 - December 2010
Diversified Process Components, Inc. [acquired by private strategic acquirer] April 2003 - August 2010
Witschey Witschey & Firestine Co., LPA December 1999 - April 2003
Envision Management Corporation [acquired by Healtheon/WebMD and Select Medical] January 1992 - December 2000
Skills
Strategy, Management, Mergers & Acquisitions, Operations Management, Program Management, Leadership, Cross-functional Team..., Start-ups, Business Strategy, Human Resources, Forecasting, Business Planning, Negotiation, Entrepreneurship, Financial Modeling, SaaS, Full P&L Responsibility, Microsoft Excel, Strategic Planning, CRM, Process Improvement, P&L Management, Vendor Management, Budgets, Project Planning, SAP, Procurement, E-commerce, Contract Management, Finance, Financial Reporting, Sourcing, Enterprise Software, Managerial Finance, Executive Management, Business Operations..., Contract Negotiations &..., Budget & Financial..., SOX Compliancy, Salesforce.com, NetSuite, Sales & Use Tax, Multi-State Sales Tax
Education
University of Akron School of Law 1989 — 1992
JD, Law
Miami University 1983 — 1987
BS, Accounting; Minor in Mathematics & Statistics
Hard Knocks
Hard Knocks
Hard Knocks
Cisco July 2014 - Present
Robert Half International July 2012 - July 2014
Sageworks, Inc. August 2011 - July 2012
Sageworks 2010 - August 2011
MarketMeKC.com June 2009 - May 2010
KSHB-TV August 2008 - June 2009
Beijing Olympic Broadcasting August 2008 - August 2008
Skills
Writing, Sales Management, Sales Presentations, Cold Calling, Direct Sales, Salesforce.com, Account Management, B2B, Contract Negotiation, Selling, Advertising, New Business Development, Social Media, Event Management, Sales Process, Management, Sales Operations, Strategic Partnerships, Business Development, Lead Generation, SaaS, Marketing, Recruiting, Online Marketing, Direct Marketing, Sales, Leadership, Email Marketing, Public Relations, CRM, Social Media Marketing
Education
Asbury University 2004 — 2008
Bachelor's, Media Communications
Blue Valley High School 2000 — 2004
Sysco June 2015 - August 2015
Sageworks August 2014 - November 2014
Greystar July 2012 - October 2014
TradeMark Residential February 2010 - July 2012
UDR 2011 - 2011
Skills
Interpersonal..., Team Leadership, Long-term Customer..., Adobe Creative Suite, Public Speaking, Great Motivator, Marketing, Creative Writer, Resourceful..., Organizational..., Strategic Planning, Exceptional People..., Customer Satisfaction, Creative Writing, Interpersonal..., Microsoft Word, Web Design, Time Management, Event Planning, Customer Service, Photoshop, Photography, Sales, Microsoft Office
Education
North Carolina Wesleyan College 2014 — 2016
Bachelor of Science (B.S.), Marketing
Wake Technical Community College 2011 — 2014
Associate's Degree, Advertising and Graphic Design
Sherwin Williams January 2015 - August 2015
Sageworks August 2014 - October 2014
Sageworks Institute July 2014 - August 2014
Wingate Athletics September 2013 - May 2014
Sherwin-Williams Paints June 2013 - August 2013
BrandRPM February 2011 - 2012
College Food Mart (in association with Wingate University) January 2011 - May 2011
Mecklenburg Union Futbol Club February 2011 - April 2011
South 21 Matthews October 2008 - October 2010
Sun Valley High School Yearbook August 2008 - May 2010
Skills
Time Management, Organizing, Sales Operations, Team Building, Team Leadership, Conflict Resolution, Customer Satisfaction, Customer Service, Teaching, PowerPoint, Sales, Microsoft Office, Leadership, Social Media, Microsoft Excel, Management, Event Planning, Event Management, Social Media Marketing, Leadership Development, Fundraising, Research, Marketing, Microsoft Word, Social Networking, Training, Editing, Public Speaking, Facebook
Education
Boston University 2015 — 2017
Master of Science (M.S.), Advertising
Wingate University 2010 — 2014
BS, Finance, General
Sageworks July 2015 - Present
Sageworks March 2015 - June 2015
Metalogix Software February 2015 - March 2015
Metalogix Software January 2014 - March 2015
Metalogix Software May 2013 - December 2013
Management Sciences for Health April 2010 - May 2013
Management Sciences for Health April 2010 - January 2011
National City Bank 2005 - 2008
Skills
Spanish, Brazilian Portuguese, QuickBooks, Citrix, Serenic Navigator, Community Outreach, SharePoint, Salesforce.com, Project Planning, Program Management, Business Development, Sales, Sales Operations, Cloud Computing, Strategic Partnerships, Business Intelligence, Budgets, CRM, Consulting, Management, Public Speaking, SaaS, Integration, Account Management, Enterprise Software, Solution Selling
Education
Middlebury College 2008 — 2009
Spanish Philology, Spanish linguistics and literature
University of Virginia 1999 — 2003
History, American and European History
IBM May 2015 - Present
Sageworks January 2014 - April 2015
Cornell University August 2012 - December 2013
Constellation Brands May 2012 - August 2012
Arizona State University October 2011 - May 2012
Red Bull North America August 2011 - February 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Photoshop, Citrix, Graphic Design, Social Media, Facebook, Twitter, Blogger, LinkedIn, Google Apps
Education
Cornell University 2012 — 2013
Bachelor's degree, Marketing/Marketing Management, General
Arizona State University, W. P. Carey School of Business 2010 — 2012
Bachelor's of Science, Marketing
Condé Nast May 2015 - Present
charity: water January 2015 - May 2015
Sageworks September 2014 - May 2015
Derris & Company June 2014 - August 2014
Transitions Online February 2014 - May 2014
charity: water August 2013 - January 2014
NYU Phonathon January 2013 - May 2013
Kroger March 2012 - May 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, Google Apps, Communication, Corporate Communications, Volunteer Management, Fundraising, Nonprofits
Education
New York University 2012 — 2015
Bachelor of Science (B.S.), Media, Culture and Communication
Sageworks October 2014 - Present
Guess? October 2013 - December 2013
EXPRESS October 2012 - January 2013
Williams-Sonoma, Inc. October 2012 - January 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Public Speaking, English, Team Leadership, Time Management, Leadership, Facebook, Communication, Social Networking, Organization, Problem Solving, Motivated self-starter, People Skills, Dependable Team Player, Inventory Management
Education
North Carolina State University 2011 — 2015
Bachelor of Business Administration (BBA), Marketing, Senior
Brookwood High School 2007 — 2011
High School Diploma
Consultwebs.com December 2014 - Present
Sageworks October 2014 - December 2014
Koonce, Wooten, & Haywood, CPA June 2006 - October 2014
TradeMark Properties, Inc. May 1997 - August 2005
Skills
CPA, Accounting, QuickBooks, GAAP, General Ledger, Financial Analysis, Account Reconciliation, Financial Accounting, Accounts Receivable, Finance, Budgets, Sarbanes-Oxley Act, Financial Statements, Real Estate, Financial Reporting, US GAAP, Financial Modeling, Bookkeeping, Tax Research, Accounts Payable, Tax, Tax Accounting, Tax Preparation, Variance Analysis, Revenue Recognition, Forecasting, Auditing, Corporate Tax, Asset Management, Due Diligence, Payroll, Fixed Assets, Income Tax, Cost Accounting
Education
North Carolina State University 1992 — 1997
B.S., Accounting
North Carolina State University 1992 — 1997
Minor, Sociology
Wells Fargo May 2013 - Present
Sageworks November 2011 - February 2013
Sageworks March 2011 - November 2011
Duke University, Classical Studies Dept September 2007 - December 2010
Priority Metrics Group June 2010 - August 2010
Skills
Financial Analysis, Financial Modeling, Salesforce.com, Financial Services, Microsoft Excel, SQL, Focus Groups, Product Life Cycle, Quality Assurance, Customer-focused Service, Product Specification, Data Analysis, Product Management, Databases, Technical Project..., Enterprise Software, Strategic Partnerships, Project Management, Product Development
Education
Duke University 2007 — 2010
Bachelor of Science (B.S.), Economics
南山大学 / Nanzan University 2009 — 2009
Certificate, Japanese Language and Literature
Sageworks June 2014 - April 2015
Sageworks March 2014 - June 2014
Lenovo July 2012 - November 2013
The Fayetteville Observer January 2009 - January 2011
Enterprise Rent-A-Car September 2007 - April 2009
PHILLPS VAN HUESEN CORPORATION January 2005 - January 2007
Skills
Online Marketing, Social Media, New Business Development, Advertising, Digital Marketing, Marketing, SEO, Sales, Event Planning, Customer Service, Team Building, Sales Management, Account Management, Facebook, Strategic Planning, CRM, Management, SEM, Public Relations, Training, Budgets
Education
University of California, Irvine 2011 — 2013
Professional Certificate, Internet Marketing and Social Media
Appalachian State University 2004 — 2007
Bachelor of Science, Communication, Public Relations
ON24 February 2012 - Present
Broadview Networks January 2010 - January 2012
Lenovo February 2008 - March 2009
Sageworks September 2006 - January 2008
Sprint Local Telecom Division Acquired by CenturyLink June 2002 - August 2006
Education
New York University 2012 — 2016
Management and Systems
North Carolina Wesleyan College 2000 — 2004
Bachelor of Business Administration (B.B.A.)
Dashlane September 2015 - Present
Sageworks April 2014 - August 2015
North Carolina State University October 2011 - December 2013
Durham Bulls Baseball Club May 2013 - September 2013
Lock Haven University August 2010 - May 2011
Skills
Communication, Sales, Salesforce.com, SaaS, Sports Management, Sports Marketing, Athletics, Event Management, Sponsorship Sales, Event Planning, Public Relations, Calendar Planning, Sports Coaching, Marketing, Social Media Marketing, Cold Calling, Strategic Planning, Facebook, Social Media
Education
North Carolina State University 2011 — 2013
Bachelor of Science (BS), Sport Management
Lock Haven University of Pennsylvania 2010 — 2011
Bachelor of Science (BS), Sport Administration
Sageworks July 2014 - Present
MicroStrategy September 2011 - May 2014
Shenandoah University Registrar's Office August 2007 - May 2011
Skills
Leadership, Analysis, Recruiting, Westlaw, Microsoft Office, Time Management, Music, Outlook, Legal Assistance, Corporate Law, Critical Thinking, Document Review, Singing, Teamwork, Intellectual Property, Facebook, Organization, Creative Writing, Community Outreach, Resume Writing, Technical Recruiting, Sourcing, LinkedIn Recruiter, Lean Six Sigma, Business Visas, PowerPoint, Public Speaking, Management, Customer Service, Research, Microsoft Excel, Social Media, Event Planning, Marketing, Sales, Microsoft Word
Education
Georgetown University 2011 — 2011
Certificate, Paralegal Studies
Shenandoah University 2007 — 2011
Bachelor of Music, Performance, 3.98
Kenston Forest School 2003 — 2007
Sageworks August 2015 - Present
D+H U.S. Operation April 2012 - July 2015
BankAtlantic August 2011 - April 2012
Federal Trust Bank May 2006 - August 2011
SunTrust Bank October 2005 - May 2006
The Washington Trust Company January 2003 - September 2005
Citizens Bank September 1996 - January 2003
Skills
Credit Administration, Banking, Risk Management, Credit Risk, Credit Portfolio..., Accounting, Loan Structuring, Internal Audit, Impairment, Credit, Portfolio Management, Commercial Lending, Financial Structuring, Loans, Commercial Banking, Mergers & Acquisitions, Loan Origination, Credit Analysis, Financial Analysis, Underwriting, Cash Management, Mortgage Lending, Financial Risk, Consumer Lending, Treasury Management, Financial Services, Finance, Small Business Lending, Analysis, Retail Banking, Due Diligence, Auditing, Executive Management, Financial Institutions, Forecasting, Commercial Real Estate, Strategic Financial..., Investments, Enterprise Risk..., Financial Modeling, Operational Risk..., SBA, Asset Management, Commercial Mortgages, Management, Asset Based Lending, Lines Of Credit, Mortgage Banking, Relationship Management, Valuation
Education
Rhode Island College 1997 — 2002
B.S.
Community College of Rhode Island 1993 — 1997
A.A.
SciQuest 2015 - Present
Association for Corporate Growth 2013 - Present
Flying Scarfs Inc. 2012 - Present
Sageworks 2014 - 2015
Merrill Corporation-DataSite 2012 - 2014
Cintas Corporation 2007 - 2012
Cintas Corporation 2004 - 2007
Skills
CRM, Leadership, Sales, Sales Management, Management, Cold Calling, M&A support, Executive Networking, C Suite, Cloud Storage, Customer Service, Networking, Athletics, College Football, Highly motivated..., Peak Performance, Six Sigma, Sales Hiring, Strategic Selling, Consultative Approach, Follow Through, Self-motivated Team..., Passionate about work, Forecasting, Recruiting, Account Management, Strategy, New Business Development, Sales Presentations, Selling, Marketing, Lead Generation, Sales Operations, Strategic Partnerships, B2B, SaaS, Customer Retention, P&L Management, Finance, Business Development, Executive Management, Start-ups, Competitive Analysis, Contract Negotiation, Enterprise Software, Time Management, Building Relationships, Cross-functional Team..., Consulting, Mergers & Acquisitions
Education
Merrimack College
Bachelor of Science (BS), Marketing
Dude Solutions 2015 - Present
StudyRight August 2011 - January 2015
Sageworks August 2013 - September 2013
Calvary Baptist Church June 2009 - July 2011
Skills
Preaching, Youth Ministry, Discipleship, Pastoral Care, Theology, Biblical Studies, Pastoral Counseling, Religion, Religious Studies, Pastoral, Church Events, Missions, Student Ministry, Bible, Exegesis, Evangelism, Volunteer Management
Education
Southeastern Baptist Theological Seminary 2011 — 2014
MDiv
Baylor University 2005 — 2009
B.A., Religion
Edmond Memorial
Edmond Memorial
Sageworks July 2015 - Present
Sageworks June 2014 - Present
Sageworks February 2014 - June 2014
The Select Group June 2013 - September 2013
U.S. Cellular January 2012 - June 2013
Bath and Body Works April 2008 - March 2012
Skills
Human Resources, Teamwork, Building Relationships, Time Management, Onboarding, Sales, Leadership, Cold Calling, Sales Operations, Management, Customer Service, Customer Retention, Retail, Training, Call Centers, Team Building, Customer Satisfaction, Customer Experience, Team Leadership, Data Entry, Telephone Skills, Interviews, Sales Process, Inventory Management, Retail Sales, Store Management, Merchandising, Inventory Control, Hiring, Coaching, Direct Sales, Wireless, POS, Employee Training, Employee Relations, Sales Presentations, Global Human Resources...
Education
East Carolina University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Business Management
Barton College 2007 — 2009
Xcentric September 2011 - Present
Sageworks July 2008 - September 2011
Skills
Strategic Planning, Strategic Partnerships, Leadership, Salesforce.com, Business Development, Direct Sales, Management, Account Management, SaaS, CRM, Public Speaking, Financial Analysis, Microsoft Office, Budgets, Microsoft Word, Accounting, PowerPoint, Microsoft Excel, Cloud Computing, Solution Selling, Cold Calling
Education
College of the Holy Cross 1981 — 1985
Bachelor of Arts (B.A.), History
Fort Hunt High School 1977 — 1981
Relias Learning 2015 - 2015
Sageworks 2014 - 2015
PNC 2013 - 2014
Fidelity Investments 2010 - 2012
Wachovia Bank 2009 - 2010
Bank of America 2008 - 2009
Skills
Sales, Banking, Management, Customer Service, Insurance, 401k, Sales Process, Leadership, Sales Prospecting, Financial Analysis, SaaS, CRM, Finance, Program Management, Networking, Salesforce.com, Cold Calling, Marketing, Direct Sales, Microsoft Office
Education
Kent State University 2005 — 2007
Business Administration and Management, General
University of Toledo 2004 — 2005
Business Administration and Management, General
Northwest Arkansas Chinese Association July 2015 - Present
Society of Multicultural Scientists Club at North Carolina State University January 2012 - May 2015
Sageworks October 2014 - March 2015
NCSU the College of Sciences Business Office December 2013 - October 2014
NCSU College of Sciences Dean’s Office January 2013 - October 2014
North Carolina State University January 2013 - August 2013
North Carolina State University August 2012 - May 2013
North Carolina State University May 2012 - August 2012
Athens Drive High School August 2010 - August 2012
Skills
PowerPoint, Microsoft Office, Research, Matlab, Teaching, Microsoft Excel, Microsoft Word, Student Development, SAS programming, Data Analysis, Statistics, Time Management, Teamwork, JMP, Higher Education, Community Outreach, Access, Analysis, Event Planning, Customer Service, Maple, Public Speaking, Python, SAS, Java, Microsoft SQL Server, SQL, Tableau, Alteryx
Education
North Carolina State University 2013 — 2015
Bachelor of Science (BS), Applied Mathematics and Statistics, 3.49
Athens Drive High School 2008 — 2012
Software/Renewables July 2015 - Present
Sageworks June 2014 - May 2015
Mimeo January 2011 - April 2014
Reed Business Information April 2009 - July 2010
Critical Mention January 2008 - March 2009
Critical Mention October 2004 - December 2007
Two Tomatoes Records August 2003 - August 2004
Skills
CRM, SaaS, B2B, Leadership, Account Management, Solution Selling, Digital Media, Business Development, Management, Customer Retention, E-commerce, Start-ups, Team Building, Strategic Partnerships, Sales, Sales Process, Marketing, Digital Marketing, Competitive Analysis, Content Management, Lead Generation, Direct Sales, Cold Calling, Direct Marketing, Public Relations, Enterprise Software, Mobile Devices, Strategy
Education
Florida State University 1993 — 1997
Communications/Creative Writing, English
Varonis Systems July 2015 - Present
Collegiate Nutrition LLC September 2013 - Present
Town of Apex April 2015 - July 2015
Sageworks July 2014 - November 2014
Vitamin World May 2012 - June 2013
Vector Marketing May 2011 - July 2011
Skills
Information Technology, Permissions, CompTIA A+, CompTIA Network+, Active Directory, NTFS, Help Desk Support, Network Hardware, Windows 7, Ticketing Systems, Computer Proficiency, Software Installation, Hardware Installation, Customer Service, Computer Hardware, Network Configuration, Virtual Machines, Social Media Marketing, Facebook, Advertising, Sales Management, Market Research, Sales, Microsoft Office, Management, PowerPoint, Microsoft Excel, Microsoft Word, Marketing Communications, Teamwork, Salesforce.com, Social Media, Social Networking, Lead Generation, Cold Calling
Education
Appalachian State University 2011 — 2013
BSBA, Marketing
Appalachian State University 2011 — 2013
BSBA, Management-Entrepreneurship
New Horizons computer learning center 2015 — 2015
Information Technology- Systems Administrator program
Wake Tech Community College
Associate, Arts
Amazon June 2015 - Present
Sageworks July 2012 - Present
Sageworks May 2014 - May 2015
Skills
International Sales, Leadership, Marketing Strategy, Financial Analysis, Team Leadership, New Business Development, Competitive Analysis, Sales, Entrepreneurship, Analysis, Marketing, Microsoft Excel, Customer Service, Business Development, Salesforce.com, Banking, Management, Microsoft Office, Finance
Education
North Carolina State University 2008 — 2012
Bachelor of Science, Business Administration and Management, 4.0
Sageworks August 2015 - Present
Sageworks June 2014 - May 2015
Wake County Public School System January 2011 - June 2014
NFM Consultants, Inc. October 2010 - August 2011
Lou Fusz Home Mortgage August 2009 - January 2010
Kforce, Inc. May 2008 - December 2008
Lou Fusz Home Mortgage 2006 - 2008
St. Clair Corporation 2004 - 2006
Skills
Mortgage Lending, Loans, Credit, Sales, Mortgage Banking, Sales Management, Account Management, New Business Development, Applicant Tracking..., Business Development, Customer Service, Strategic Planning, Cold Calling, Banking, Team Building, FHA, Leadership, Coaching, Investment Properties, Negotiation, Salesforce.com, Real Estate, Underwriting, Recruiting, Selling, Finance, Financial Analysis, Risk Management, Training, Management, Marketing, CRM, Business Planning, Time Management, Valuation, Accounting, Analysis, Cloud Computing, Strategy, Team Leadership, Sales Process, Networking, Consulting, Strategic Partnerships, Due Diligence
Education
Lindenwood University 2008 — 2010
MAT, Education
University of Missouri-Saint Louis 2002 — 2004
Bachelor of Science (BS), Business Administration and Management, Finance
Columbia College 1998 — 2002
Business, Finance
Sageworks August 2015 - Present
SharePlace February 2015 - Present
ARA January 2013 - August 2014
Skills
Programming, C++, Java, Microsoft Office, C, Software Engineering, javascript, Microsoft Excel, PowerPoint, Teamwork, SQL, Algorithms, HTML, C#, WPF, VTK, Microsoft Word, Research, Python, Computer Repair, Computer Building, Object Oriented Design, Software Development, MySQL, Linux, Eclipse, Computer Science, jQuery, Visual Studio, Web Development, nodejs, CSS, Software Design, HTML5
Education
North Carolina State University 2010 — 2015
Bachelor of Science (B.S.), Computer Science, 3.96
Avalara February 2015 - Present
ChannelAdvisor November 2013 - February 2015
Sageworks May 2013 - November 2013
Sageworks, Inc. January 2013 - May 2013
Friendship Hyundai of Johnson City February 2011 - December 2012
Frendship Ford, Volvo, Hyundai May 2009 - February 2011
Mowin' Man Lawn and Landscape January 2006 - May 2009
Marriott International 2002 - 2004
Skills
Marketing Research, Sales Generation, Marketing Tools, Social Networking, Word Processing, Advertising, Cold Calling Experience, Profit Maximization, Market Identification, B2B, Outside Sales, Sales Leads, Marketing, Cold Calling, Sales Operations, Sales Management, Strategic Planning, Lead Generation, Customer Acquisition, Customer Satisfaction, Process Improvement, Direct Sales, Salesforce.com, New Business Development, Management, Leadership, Sales, Account Management, Sales Process, Customer Service, Marketing Strategy
Education
East Tennessee State University 2004 — 2011
Bachelor of Business Administration, Marketing - Management
Dobyns-Bennett High School
Northeast State Community College
Avalara October 2014 - Present
Sageworks March 2014 - October 2014
Jason's Deli January 2013 - March 2014
Mohu, Inc June 2012 - December 2012
Marabella Old World Pizza October 2009 - July 2012
Dillards April 2007 - August 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Public Speaking, Account Management, Financial Analysis, New Business Development, Sales, Strategic Prospecting, Time Management, Contract Negotiation, Training, Cash Flow Forecasting, Cold Calling
Education
William Peace University 2012 — 2013
Bachelor of Science (BS), Business Administration-Leadership and Management
Pitt Community College 2010 — 2012
Associate of Arts (A.A.), Liberal Arts
East Carolina University
Sageworks January 2015 - April 2015
Wells Fargo Securities June 2014 - August 2014
Mitsubishi Nuclear Energy Services June 2013 - August 2013
Southern Bridge International August 2012 - May 2013
Skills
Oracle PL/SQL..., C++, C#, Matlab, WPF, Fortran 95, Spanish, MathCAD, Microsoft Office, Research, English, Japanese, Social Media, Time Management, Strategic Planning, Microsoft Excel, SAS
Education
North Carolina State University 2015 — 2016
Master of Science (M.S.), Analytics
North Carolina State University 2011 — 2015
Nuclear Engineering
Green Hope High School 2006 — 2011
Duke Investment Club February 2014 - Present
Sageworks December 2014 - August 2015
J.H. Darbie & Co. May 2014 - August 2014
Duke University Transportation Department February 2014 - May 2014
Fuqua School of Business September 2013 - December 2013
Skills
Java, C++, Python, Bloomberg Terminal, DCF Valuation, Comparable Analysis, Microsoft Excel, PowerPoint, Financial Accounting, Macroeconomics, Analysis
Education
Duke University 2013 — 2017
B.S. in Economics with a concentration in Finance, B.A. in Computer Science
Syosset High School 2009 — 2013
Capitol Building Supply, Inc. July 2014 - Present
YAWP, LLC February 2014 - July 2014
Novozymes January 2014 - May 2014
Sageworks October 2013 - December 2013
Sageworks September 2013 - October 2013
Engineered Sintered Components January 2010 - January 2010
Skills
Microsoft Office, Drawing, Leadership, Salesforce.com, Posters, Art, Bilingual, Customer Service, Data Analysis, Operations Processes, Painting, Strategic Sourcing, SAP, Calligraphy, Spend Analysis, Visio, Recruiting, Talent Acquisition
Education
North Carolina State University 2010 — 2014
Bachelor's degree, Business Administration, Operations and Supply Chain Management
Statesville Christian School 2008 — 2010
Diploma
Red Bull December 2013 - Present
Young Champions of America May 2012 - Present
Sageworks November 2013 - January 2014
North Carolina State University Recreation January 2013 - November 2013
Classic Graphics May 2013 - August 2013
DICK'S Sporting Goods June 2012 - December 2012
Skills
Leadership, People Skills, Organization, Teamwork, Efficiency, Motivated self-starter, Public Speaking, Analytics, Problem Solving, Business Analysis, Customer Service, Marketing, Event Planning
Education
University of North Carolina at Charlotte 2015 — 2017
Master of Business Administration (M.B.A.)
North Carolina State University - College of Management 2011 — 2015
Bachelor of Business Administration (B.B.A.), Business Administration - Finance and Marketing
DCC America, LLC April 2015 - Present
Sageworks April 2014 - November 2014
Lenovo February 2013 - January 2014
NC State Student Media 2011 - 2012
Skills
Microsoft Office, Business Relationship..., Account Management, Sales, New Business Development, Customer Satisfaction, Salesforce.com, Business Development, Sales Management, Inventory Management, Customer Service, Cold Calling, Lead Generation, Leadership, Marketing, SAP CRM, Solution Selling, CRM, Team Leadership, Market Research, Management
Education
North Carolina State University 2007 — 2012
Bachelor of Science (BS), Finance, General
Skookum August 2014 - Present
Skookum January 2014 - August 2014
Search Scientists November 2012 - October 2013
Chincha August 2012 - February 2013
Chungdahm Learning February 2011 - February 2013
42nd Street Oyster Bar November 2006 - January 2011
Sageworks 2007 - 2007
Best Buy November 2004 - August 2005
Technician August 2003 - May 2005
Tuscarora Films, LLC June 2004 - August 2004
Skills
Client Services, JIRA, Social Media, Social Media Marketing, Editing, Teaching, Marketing Strategy, SEO, Microsoft Office, Higher Education, Sales, WordPress, Google Adwords, Copywriting, Research, SEM, Google Analytics, Google Webmaster Tools, Online Marketing, Content Marketing, SEO copywriting, Microsoft Excel, Data Mining, Data Analysis, PowerPoint, Screenflow, Public Speaking, Staff Development, English, Community Outreach, Program Development, Event Planning, HTML 5, MS Excel Pivot Tables, CSS, HTML5, Account Management, Project Management, Analytics, Customer Service, Marketing
Education
North Carolina State University 2008 — 2009
Bachelor of Science (B.S.), Materials Science Engineering
North Carolina State University 2002 — 2006
Bachelor of Arts (B.A.), Arts Applications
Coupa Software October 2014 - Present
Dancik International January 2014 - October 2014
Sageworks August 2013 - December 2013
SciQuest November 2011 - July 2013
SciQuest March 2009 - January 2012
ChannelAdvisor, Inc. September 2006 - September 2008
ChannelAdvisor, Inc. August 2005 - September 2006
Heritage Hardware September 2004 - August 2005
Citysearch 1997 - 2002
Skills
SaaS, Salesforce.com, E-commerce, Process Improvement, Strategy, Business Strategy, Management, Enterprise Software, Account Management, Business Intelligence, Business Process, Strategic Planning, Software Documentation, Online Marketing, Analysis, CRM, Product Management, Project Management, Data Integration
Education
North Carolina State University - College of Management 2006 — 2008
MBA, Supply Chain Management
NC State University 1993 — 1997
BA, Communication & Public Relations
Sageworks July 2015 - Present
Sageworks May 2013 - May 2015
Bridgepointe Church October 2011 - April 2015
Chick-fil-A August 2008 - December 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, Public Speaking, English, Social Networking, Marketing, Data Entry, Leadership, Event Planning
Education
North Carolina State University 2011 — 2015
Sageworks December 2014 - February 2015
Jefferies LLC July 2013 - September 2014
Jefferies & Company June 2012 - August 2012
Esquel Group May 2012 - May 2012
USAID May 2011 - August 2011
Good Work Network May 2010 - August 2010
Skills
Stata, Valuation, Economics, Data Analysis, Financial Modeling, Social Media, Matlab, Microsoft Office, Leadership, Microsoft Word, Microsoft Excel, Research, Public Speaking, Editing
Education
North Carolina State University 2015 — 2020
Doctor of Philosophy (PhD), Statistics
Duke University 2009 — 2013
Bachelor of Science (BS), Biomedical Engineering, Economics
Cisco July 2015 - Present
ChannelAdvisor May 2014 - July 2015
Sageworks September 2013 - May 2014
Sageworks June 2012 - September 2013
North Carolina State University August 2011 - May 2012
Mad Science Group June 2011 - August 2011
Team Tennis 2009 - 2010
Zee News 2005 - 2007
Skills
Email Marketing, Market Research, Marketing, Digital Marketing, SEO, Competitive Analysis, Public Relations, Google Analytics, Business Development, Management, Marketing Research, SEM, Marketing analytics, Google Adwords, Product Marketing, Analytics, Market Analysis, Strategic Planning, LinkedIn Ads, Lead Generation, Analysis, Social Media Marketing, Marketing Strategy, Blogging, Online Advertising, Direct Marketing, Online Marketing, Marketo, Pardot, Salesforce.com, Marketing Automation, Sales Management
Education
North Carolina State University 2010 — 2012
MBA, Marketing & Finance, 3.85/4.0
Delhi University 2006 — 2009
Bachelor of Arts, Communication, Journalism, and Related Programs, 4.0/4.0
Sageworks March 2015 - Present
Relin, Goldstein & Crane LLP June 2013 - March 2015
Office of the Mayor of Rochester January 2013 - June 2013
Nazareth College January 2010 - May 2013
Monroe County Democratic Committee May 2012 - January 2013
Erie Canal Boat Company June 2008 - September 2012
American Society for Nutrition January 2012 - May 2012
Skills
Public Speaking, Research, Customer Service, Microsoft Office, Teaching, Supervisory Skills, Teamwork, Press Releases, Team Leadership, iWork, Public Policy, Management, Microsoft Excel, Leadership, Microsoft Word, Social Networking, Proposal Writing, Community Outreach, Fundraising, Nonprofits
Education
Nazareth College of Rochester 2009 — 2013
Bachelor, Psychology
Pittsford Sutherland High School 2005 — 2009
EY June 2015 - Present
UNC Kenan-Flagler August 2012 - Present
Sageworks October 2013 - December 2013
University of North Carolina at Chapel Hill January 2013 - May 2013
Cooperative Christian Ministries 2009 - 2012
YMCA 2010 - 2011
Skills
Spanish, Karate, Digital Archiving, File Archiving, Image Archiving, Social Entrepreneurship, Social Ventures, Social Networking, Public Speaking, Microsoft Office, Data Analysis
Education
UNC Chapel Hill 2012 — 2016
BSBA, Business Administration/Economics
Maastricht University 2014 — 2014
Sageworks February 2015 - Present
Borderfree August 2014 - January 2015
Borderfree April 2013 - August 2014
Caveat Emptor Capital Management May 2011 - May 2012
Mokhus, LLC February 2011 - June 2011
Brown Brothers Harriman October 2008 - June 2010
Edulutions Research, Inc. July 2008 - October 2008
Skills
Financial Modeling, Equity Research, Financial Statement..., Due Diligence, Financial Analysis, Equity Valuation, Fixed Income Analysis, Private Equity, Corporate Finance, Microsoft Excel, PowerPoint, Business Writing, Presentations, Valuation, VBA, Competitive Analysis, Forecasting, Strategy, Business Strategy, Salesforce.com, Zuora, International Logistics, Web Commerce, Customer Service, Customer Experience, Analysis, Finance, Management, Market Research, Product Management
Education
Fordham University - Graduate School of Business Administration 2010 — 2012
MBA, Finance, 4.0
State University of New York College at Geneseo 2005 — 2008
B.S., Business Administration
Sageworks February 2013 - Present
Sageworks July 2012 - February 2013
Morgan Stanley August 2009 - June 2012
Morgan Stanley June 2008 - August 2008
City of Atlanta December 2003 - July 2007
Skills
Strategy, Cross-functional Team..., Management, Business Development, Analysis, Risk Management, CRM, Process Improvement, Portfolio Management, Marketing, Marketing Strategy, New Business Development, Financial Analysis, Financial Modeling, Training
Education
Duke University - The Fuqua School of Business 2007 — 2009
Master, Business Administration; Investment Finance
ESADE Business & Law School 2009 — 2009
Master of Business Administration, Business Administration
Morehouse College 1999 — 2003
Bachelor of Arts, Business Administration
LexisNexis January 2009 - August 2014
ChannelAdvisor 2007 - 2008
Sageworks 2004 - 2007
Skills
SaaS, Lead Generation, Account Management, Cloud Computing, Solution Selling, Contract Negotiation, Salesforce.com, Management, CRM, Sales Process, Negotiation, Strategic Partnerships, B2B, Selling, Enterprise Software, Sales Operations, Cold Calling, Business Development, Sales
Education
North Carolina State University 1998 — 2002
Bachelor of Science (BS), Business Administration and Management, General
George Washington University July 2013 - Present
Sageworks August 2011 - July 2013
Sageworks March 2011 - August 2011
Winston-Salem Dash October 2010 - March 2011
Winston-Salem Dash December 2009 - October 2010
Skills
Leadership, Project Management, Management, Public Speaking, Teamwork, Strategy, Customer Service, New Business Development, Data Analysis, Athletics, Entrepreneurship, Social Media, Sales Process, Business Development, Competitive Analysis, Enterprise Software, Sales Management, Product Management, Business and Technology..., Technology Deployment,..., Software Release..., Customer Service and..., Problem Resolution, Software/Hardware..., Microsoft Office...
Education
The George Washington University 2014 — 2017
Master’s Degree, Information Systems Technology & Management, 3.925
Duke University 2005 — 2008
Bachelor of Arts, Sociology; African and African American Studies
United States Military Academy at West Point 2003 — 2005
Greenwich High School 2002 — 2003
ChannelAdvisor February 2015 - Present
Sageworks March 2013 - January 2014
ECPI University May 2006 - January 2013
TechSkills July 2003 - May 2006
Market America, Inc. January 2000 - July 2003
Skills
A+ Certified..., Account Management, Account Management..., Cold Calling, Marketing, Sales Management, Advertising, Trade Shows, Training, Applicant Tracking..., Program Management, Leadership, Recruiting, Talent Acquisition, Technical Recruiting, Sales Process
Education
University of North Carolina at Wilmington 1994 — 1996
Bachelor's degree, Finance, General
Guilford Technical Community College
Associate of Arts (A.A.), Business/Commerce, General
Cisco Systems July 2013 - Present
Reid Investment Real Estate, LLC May 2005 - Present
CCH December 2010 - July 2013
ReachLocal March 2010 - December 2010
Bandwidth.com October 2007 - March 2010
Sageworks April 2006 - October 2007
Regency Office Products August 2005 - April 2006
Mory Apparel, LLC February 2005 - November 2005
Skills
Account Management, New Business Development, Salesforce.com, Cold Calling, Sales, Sales Management, Business Development, Sales Process, Strategic Planning, Solution Selling, Marketing, Negotiation, Lead Generation, Selling, Customer Satisfaction, Sales Operations, Strategy, Direct Sales, B2B, Training, Telecommunications, Advertising, Management, Entrepreneurship
Education
North Carolina State University 2001 — 2005
Bachelor's degree, Business Management, Marketing Concentration
North Carolina State University 2001 — 2005
Bachelors of Science, Business Management
Sageworks June 2014 - July 2015
Paragon Application Systems January 2011 - June 2014
Lenovo May 2005 - January 2011
Lenovo 2005 - 2009
IBM Corporation February 2004 - May 2005
Computer Task Group August 2000 - February 2004
Ground Control July 1999 - August 2000
Skills
Linux, Agile Methodologies, Perl, C#, Software Development, Testing, JavaScript, Python, C++, Java, Programming, Software Engineering, Test Driven Development, Enterprise Software, Design Patterns, Computer Science, VB.NET, Visual Basic, Unix, PHP, Requirements Analysis, C, Software Project..., Program Management, Cloud Computing, Windows, Cryptography, Eclipse, Embedded Software, Software Architectural..., Web Applications, Mobile Devices, Shell Scripting, Visual C++, CSS, SQL, Artificial Intelligence, Linux Kernel, Embedded Linux, Embedded Systems, Device Drivers, MySQL, Unix Shell Scripting, Agile Methodolgy, Operating Systems, Continuous Integration, Web Development
Education
North Carolina State University 2000 — 2004
Mathematical Physics
Methodist College 1995 — 1999
Bachelor of Science, Mathematics and Computer Science
Norwich University 1993 — 1996
Electrical Engineering
Automated Insights, Inc. September 2014 - Present
Sageworks July 2013 - August 2014
Wake County Public School System January 2012 - June 2013
Boylan Bridge Brewpub April 2011 - August 2012
Skills
Leadership, Teaching, Team Leadership, Public Speaking, Leadership Development, Music, Business Development, Sales, Teamwork, Coaching, Customer Service, Educational Technology, Salesforce.com, Sales Process, Sales Presentations, Employee Training, Accounting Applications, Financial Analysis, Strategic Financial..., Time Management, Social Media Marketing, Marketing Strategy, Online Advertising, Management, Online Marketing, Marketing, Social Media, Digital Strategy, Digital Marketing, Email Marketing
Education
North Carolina State University 2006 — 2011
Bachelor of Science (BS), Middle Grades Education - Math & Science
Sageworks July 2015 - Present
Web Development May 2007 - Present
Senator Wilton Simpson, Florida Senate, District 18 November 2012 - January 2015
Wilton Simpson for Florida Senate Campaign July 2011 - November 2012
Tugs, LLC December 2009 - September 2012
Education
Florida State University 2013 — 2015
Master of Science (M.S.), Marketing & Management Communication, 3.9
University of Florida 2007 — 2011
Bachelor of Arts (B.A.), History, 3.58
Sageworks May 2015 - Present
Netsertive April 2012 - January 2015
Mirrus January 2009 - January 2012
MacGregor Golf July 2007 - December 2009
MacGregor Golf July 2006 - June 2007
SouthStar Funding November 2005 - June 2006
Callaway/ Top-Flite Golf Company April 2004 - July 2005
Top-Flite Golf Company March 2001 - March 2004
Top-Flite Golf Company October 1999 - February 2001
Campbell Soup Company January 1995 - September 1999
Skills
Strategy, Business Development, Marketing Strategy, Salesforce.com, Marketing, Management, Market Research, Sales Management, Sales, Strategic Planning, Selling, Sales Process, Forecasting, Product Development, Entrepreneurship, Leadership, Market Planning, Budgets, Strategic Partnerships, Retail, B2B, SaaS, Solution Selling, Cross-functional Team..., Account Management, New Business Development, P&L Management, CRM, Business Planning, Contract Negotiation, Start-ups, Sales Operations, Online Marketing, Product Marketing, Social Media Marketing, Lead Generation, Digital Marketing
Education
Caldwell University
BS, Business Administration
Wells Fargo October 2014 - Present
Sageworks January 2013 - March 2014
Skills
Cold Calling, Sales Process, Direct Sales, Retail Banking, Customer Satisfaction, Small Business, Business Loans, Merchant Card Processing, Salesforce.com
Education
North Carolina State University
Business Administration and Management, General
Nutanix December 2014 - Present
Nutanix January 2014 - December 2014
Sageworks May 2013 - October 2013
Selina Naturally August 2012 - April 2013
Skills
Salesforce.com, Sales Process, Cold Calling, Account Management, Direct Sales, Sales Presentations, Sales, Sales Operations, Sales Management, Business Development, Selling, Lead Generation, New Business Development, Marketing, Leadership, SaaS, B2B, Marketing Strategy, Solution Selling
Education
Appalachian State University 2004 — 2009
Political Science, American Government and Politics (United States)
BlueLine Associates May 2015 - Present
Town of Garner: Parks and Recreation September 2014 - June 2015
Sageworks August 2013 - August 2014
Target October 2011 - September 2013
NC State University May 2013 - August 2013
Chick-fil-A July 2007 - November 2011
Skills
Salesforce.com, Teamwork, Time Management, Customer Service, Microsoft Office, Microsoft Excel, Leadership, Sales, Inventory Management, Supply Chain, Procurement, Microsoft Word, Recruiting, Social Media, Communication, Team Leadership, Data Analytics
Education
North Carolina State University 2012 — 2015
Bachelor of Science (BS), Logistics, Materials, and Supply Chain Management
Brigham Young University - Idaho 2010 — 2011
Gravitas February 2015 - Present
Sageworks January 2015 - May 2015
RapidMiner May 2014 - September 2014
RapidMiner October 2013 - May 2014
Rapid-I North America August 2012 - October 2013
Elmscroft LLC June 2011 - July 2012
Stuart Lammert & Co. July 2004 - May 2011
BottomLine Group 2003 - 2004
A. T. Kearney 1997 - 2003
Spar Aerospace Ltd. October 1988 - September 1995
Skills
Strategy, Mergers & Acquisitions, Cross-functional Team..., Executive Management, Program Management, Financial Analysis, Operations Management, Due Diligence, Business Strategy, Management, Business Development, Financial Modeling, Managerial Finance, Corporate Finance, Management Consulting, CRM, Budgets, Strategic Planning, Contract Negotiation, Analysis, Start-ups, Valuation, Consulting, Business Planning, Corporate Development, Financial Management, Financial Planning, M&A experience, Budgeting, Financial Forecasting, Strategy Development, Strategic Sourcing, Strategic Financial..., Project Management, Competitive Analysis, Acquisition Integration, Market Research, Cost Reduction, Systems Engineering, Board membership, Analytics, Collaborative Problem..., Predictive Analytics, Big Data, Leadership, Finance, Team Building, Project Planning, Strategic Planning for..., SaaS
Education
The University of Chicago Booth School of Business 1995 — 1997
MBA, Int'l Business, Finance, Strategy
Stanford University 1987 — 1988
M. Sc., Aero/Astro Engineering
McGill University 1983 — 1987
B. Eng., Mechanical Engineering, Minor in Management
Marianopolis College 1981 — 1983
DEC, Pure and Applied Sciences
Lower Canada College
University of New Hampshire January 2013 - June 2015
Whittemore School of Business and Economics August 2009 - June 2015
University of New Hampshire 2009 - January 2013
The Music Hall November 2007 - November 2008
The Music Hall August 2005 - November 2007
Sageworks August 2003 - December 2005
Benjamin Mordecai Productions July 2000 - December 2005
Producers Four August 2003 - December 2004
Fisher Center for the Performing Arts at Bard College May 2003 - August 2003
Chautauqua Opera 1998 - 1998
Skills
Budgeting, Editing, Event Planning, Social Media, Non-profits, Online Advertising, Fundraising, Microsoft Office, Blogging, Microsoft Excel, Project Management, Advertising, Theatre, Microsoft Word, Community Outreach, Budgets, Corporate Communications, Nonprofits, Leadership, Grants, Research, Producing, Arts Administration, Project Coordination, Management, Proposal Writing, Time Management, Access, Market Research, Data Analysis, Social Networking, Facebook, Press Releases, Strategic Communications, Volunteer Management, Copywriting, Media Relations, Newsletters, Online Marketing, Training, PowerPoint
Education
Yale School of Drama 2000 — 2003
MFA
University of Massachusetts, Amherst 1997 — 2000
BDIC
Università per Stranieri di Siena 1999 — 1999
Lawrence University 1995 — 1996
Amherst Regional High School 1991 — 1995
Pocono Lake Preserve
Sageworks, Inc. November 2011 - February 2014
Sageworks May 2009 - November 2011
Sageworks, Inc September 2005 - May 2009
Sageworks, Inc. April 2004 - September 2005
Skills
Financial Analysis, Analytics, Financial Modeling, SaaS, Portfolio Management, Financial Services, Risk Management, Banking, Business Analysis, Data Analysis, Business Strategy, Cash Flow Forecasting, Product Development, Product Management, Project Management, IT Management
Education
Duke University 2001 — 2003
Master of Arts (MA), Economics
Syracuse University 1997 — 2001
Bachelor of Science (BS), Summa Cum Laude, Economics, Magazine Journalism
O.M.M.S. LLC March 2009 - Present
Wright Group May 2009 - August 2013
Sageworks April 2008 - November 2008
ATC Panels December 2006 - January 2008
ATC Panels December 2004 - November 2006
Sierra-Pine Ltd July 2000 - December 2004
Georgia Pacific April 1998 - July 2000
Skills
Management, Leadership, Account Management, Sales Operations, Sales, Business Development, Sales Management, New Business Development, Forecasting, Product Management, Market Research, Project Management
Education
Valparaiso University 1980 — 1983
BS: Business Administration, Marketing/ Music
Adrian College 1979 — 1980
Biology/ Music
Florida State University 1978 — 1978
Microbiology
Sageworks September 2014 - Present
Infosys McCamish Systems June 2013 - August 2014
McCamish Systems October 2004 - June 2013
Skills
Business Intelligence, Unix, Requirements Analysis, ITIL, SDLC, Disaster Recovery, Requirements Gathering, Enterprise Architecture, Project Management, Business Analysis, Vendor Management, Software Project..., SharePoint, Business Requirements
Education
Hobart and William Smith Colleges 1990 — 1994
Bachelor's Degree
Mi-Corporation March 2015 - Present
NetApp December 2012 - March 2015
Lenovo January 2011 - December 2012
Sageworks 2010 - 2010
Skills
CRM, Salesforce.com, Account Management, Customer Service, Sales, Solution Selling, SAP, Pricing, Team Leadership, Sales Operations, Microsoft Office, Storage, Customer Relations, Problem Solving, Contract Management, Management, Data Storage..., SAN, NAS, Unified Architecture, Building Relationships, Cloud Computing, Sales Process
Education
North Carolina State University - College of Management 2006 — 2010
Bachelor in Science/ Bachelor in Arts, Business Administration-Marketing/ French Language and Literature
Blackboard October 2014 - Present
Blackboard January 2014 - October 2014
Blackboard February 2013 - January 2014
CG Sports, Inc. July 2012 - June 2013
Bayada Nurses June 2010 - March 2012
Bayada Nurses Inc. January 2010 - July 2010
CMM Inc. March 2009 - January 2010
Sageworks August 2008 - December 2008
Skills
Marketing, New Business Development, Healthcare, Sales Management, Account Management, Social Media, Strategic Planning, Business Development, Financial Analysis, Sales, Microsoft Office, Cold Calling, Microsoft Excel, Market Research, Management, Customer Service, Contract Negotiation, PowerPoint, Business Strategy, Marketing Strategy
Education
Kennesaw State University - Michael J. Coles College of Business 2009 — 2011
Master of Business Administration, Entrepreneurship
Clemson University - College of Business and Behavioral Science 2004 — 2008
BS, Marketing
Three-Ships July 2015 - Present
Sageworks January 2015 - Present
Relias Learning February 2014 - January 2015
FacilityDude May 2012 - February 2014
ImageSoft, Inc. January 2011 - November 2011
Global Knowledge Training October 2008 - December 2010
BUILDERadius September 2007 - September 2008
Skills
Sales Process, Enterprise Software, Salesforce.com, Account Management, SaaS, Direct Sales, Cold Calling, Solution Selling, Lead Generation, New Business Development, Cloud Computing, Business Development, Sales, Customer Service
Education
Appalachian State University 2002 — 2006
Bachelor's, Communication, Journalism, English
Appalachian State University 2002 — 2006
Bachelor's Degree, Journalism, Communication
Statesville Road Elementary
Statesville Road Elementary
Windsor Circle, Inc. December 2014 - Present
Sageworks July 2014 - December 2014
Bronto Software December 2012 - July 2014
Knotice November 2011 - December 2012
Knotice September 2009 - November 2011
Knotice August 2009 - September 2009
Meridian Entertainment Group January 2009 - July 2009
Citadel Broadcasting September 2008 - December 2008
CelebTV.com May 2008 - August 2008
Skills
Advertising, Online Advertising, Social Media Marketing, Digital Marketing, Email Marketing, Press Releases, Marketing, Management, Account Management, Online Marketing, Market Planning, Lead Generation, Mobile Marketing, Marketing Strategy, SEM
Education
Michigan State University 2005 — 2009
Bachelor of Arts, Advertising, Promotions, Marketing
Sageworks September 2013 - Present
US Army September 2011 - Present
Mercury Data Systems July 2004 - May 2013
US Army February 2011 - September 2011
US Army August 2010 - February 2011
US Army March 2009 - August 2010
Mercury Data Systems, Inc July 2004 - March 2009
Skills
Test Planning, Test Management, Testing, User Acceptance Testing, Quality Assurance, Requirements Analysis, System Testing, Test Engineering, Test Methodologies, System Integration..., Test Design, Integration Testing, C++, Security, Security Clearance, Leadership, Strategic Planning, Program Management
Education
North Carolina State University 2012 — 2013
Masters of Science, Mechanical Engineering
Furman University 2004 — 2008
Bachelor of Science, Physics
Sageworks August 2014 - Present
Wolters Kluwer Financial Services March 2011 - August 2014
Three Rivers Provider Network June 2009 - March 2011
Henson Partners January 2009 - July 2009
Arizona State University October 2006 - January 2009
Skills
Account Management, Direct Sales, Healthcare, Salesforce.com, New Business Development, Sales Presentations, Strategic Planning, Contract Negotiation, Sales Management, Business Development, SaaS, Sales Process, Cold Calling, Team Building, Solution Selling, Marketing, Strategic Partnerships, Market Research, Process Improvement, Competitive Analysis, Sales, Public Speaking, Marketing Strategy, Management
Education
Chapman University 2011 — 2012
MBA, Master of Business Administration
Arizona State University, W. P. Carey School of Business 2005 — 2009
Bachelor of Science, Marketing
TriNet April 2015 - Present
Sageworks September 2013 - April 2015
The HON Company November 2010 - March 2013
Konica Minolta Business Solutions U.S.A., Inc. September 2009 - October 2010
Augusta Medical Systems January 2007 - July 2009
Best Buy May 2006 - December 2006
Skills
Contract Negotiation, Microsoft Excel, Sales Operations, Sales, Account Management, Customer Service, Sales Management, Creative Problem Solving, Client Rapport, Adobe Creative Suite, Time Management, Marketing, Retail, Strategic Planning, Networking, B2B, Sales Process, New Business Development, Cold Calling, Sales Presentations, CRM, Cross-functional Team..., Marketing Strategy, Management, Leadership, Training
Education
Iowa State University - College of Business 2002 — 2006
BS, Business Management
Bettendorf High School 1998 — 2002
Sageworks August 2014 - Present
GCFLearnFree.org October 2012 - August 2014
GCFLearnFree.org May 2007 - October 2012
Interactive Remix January 2010 - March 2011
Skills
C#, ASP.NET MVC, Microsoft SQL Server, JavaScript, jQuery, AngularJS, RESTful WebServices, AJAX, CSS, Orchard, ASP.NET, Windows Azure, VB.NET, PHP, MySQL, HTML, Subversion, WebORB, Git, HTML 5, Web Development
Education
North Carolina State University 2003 — 2007
BS, Computer Science
Sageworks November 2013 - Present
Intuit November 2011 - November 2013
ChannelAdvisor November 2009 - October 2011
Sageworks April 2006 - December 2009
Liberty Mutual January 1999 - January 2006
Skills
Lead Generation, Sales, SaaS, Salesforce.com, Account Management, Sales Process
Education
Fayetteville State University
Bachelor of Science, Economics; banking & finance
Diablo Distilleries January 2014 - Present
Sageworks November 2012 - December 2013
North Carolina State University August 2010 - May 2012
Skills
Salesforce.com, Microsoft Office, Business Development, Management, Marketing Strategy, Strategic Planning, Research, SaaS, Product Management, Financial Analysis, Program Management, Banking, SDLC, Staff Development, Customer Service
Education
North Carolina State University 2008 — 2012
Bachelor of Science (B.S.), Mathematics
North Carolina State University 2008 — 2012
Bachelor of Arts (B.A.), Film/Cinema/Video Studies
Sageworks 2014 - Present
Nova Capital Global Markets June 2013 - August 2013
HSBC June 2010 - August 2010
Skills
Leadership, Management, Java, Microsoft Excel, Web Development, HTML 5, MySQL, CSS, PHP, JavaScript, Data Analysis, Analytics, Adobe Photoshop, Marketing, Economics, Research, Statistics, Android Development, Product Management
Education
Cornell University 2013 — 2014
Master's Degree
Cornell University 2009 — 2013
Bachelor of Arts (B.A.)
Sageworks September 2014 - Present
Sageworks, Inc. January 2011 - Present
Sageworks, Inc. June 2009 - January 2011
Skills
New Business Development, Strategic Partnerships, SaaS, Account Management, Competitive Analysis, Leadership, Sales, Lead Generation, Enterprise Software, Product Management, Business Development, Salesforce.com, Sales Process, Start-ups
Education
Clemson University - College of Business and Behavioral Science 2006 — 2009
Bachelors, Financial Management & Accounting
Ubiquia April 2015 - Present
Sageworks October 2014 - March 2015
FNC Appraisals January 2007 - September 2014
AMC Direct Corporation August 2013 - August 2014
FMF Capital January 2005 - March 2007
Accredited Home Lenders January 2003 - January 2005
Skills
FHA, Mortgage Banking, USDA, Mortgage Lending, Refinance, Loan Origination, Real Estate, Loans, Account Management, VA loans, Credit, Cold Calling, Sales Management, New Business Development, Negotiation, Selling, Management, Sales, Finance, Leadership, Business Development, Financial Analysis, B2B
Education
Arizona State University 2004 — 2010
170 Credit Hours, Finance
University of Missouri-Columbia 1996 — 2000
Did not graduate, Marketing
Sageworks January 2015 - Present
Ninjaneering Labs January 2014 - Present
Skills
Pro Engineer, Solidworks, Rapid Prototyping, Soldering, Circuit Design, Microcontrollers, Machining, Matlab, Labview, Control Systems Design, C++, Robotics, Product Development, Windchill, Mountain Biking, Golf, Swarm Intelligence, Scientific Computing, Parallel Computing, OpenCV, Linux, Mechanical Engineering, Prototyping, C, Sensors, Early-stage Startups, Business Modeling, Lean Startup, LaTeX
Education
Princeton University 2011 — 2013
Master of Science (M.S.), Mechanical Engineering
Tufts University 2007 — 2011
BS, Mechanical Engineering, Physics
SEIU UHW December 2014 - Present
Jackson Family Wines February 2013 - December 2014
Jackson Family Wines 2010 - February 2013
Public Relations Management September 2012 - December 2012
Public Policy Solutions, Inc. February 2012 - October 2012
Jeff Aranguena 2012 February 2012 - October 2012
Sageworks March 2007 - February 2010
SEIU June 2004 - August 2009
Skills
Project Management, Training & Development, Luxury Brand Marketing, Events Coordination, Event Management, Management, Press Releases, Employee Training, Marketing Strategy, Media Relations, Public Speaking, Public Relations, Social Media, Event Planning, Fundraising, Volunteer Management, Social Media Marketing, Training
Education
Cal Poly San Luis Obispo 2010 — 2013
B.A., Political Rhetoric
St. Francis Catholic
Sageworks January 2015 - Present
Gear Stream, Inc. July 2014 - December 2014
Bank of North Carolina April 2012 - December 2013
RBC September 2011 - March 2012
RBC October 2010 - March 2012
RBC March 2009 - October 2010
RBC February 2007 - March 2009
RBC March 2006 - February 2007
Dickinson, Logan, Todd & Barber, Inc October 2004 - March 2006
Skills
Financial Analysis, Cash Flow, Project Coordination, Credit, Credit Analysis, Underwriting, Banking, Excel, PowerPoint, Microsoft Office, Financial Reporting, Forecasting, Analysis, Sales Process, Process Improvement, Microsoft Excel, SAS, Strategy, Analytics, Business Process..., Business Strategy, Business Intelligence, Loans, Access, Strategic Planning, Finance
Education
Duke University - The Fuqua School of Business 2013 — 2014
Master of Business Administration (MBA)
North Carolina State University
Accounting, Financial Analysis
Technology Associates January 2015 - May 2015
Sageworks July 2014 - December 2014
North Carolina State University August 2009 - December 2013
Vector Marketing May 2010 - August 2010
Southern Industrial Constructors 2007 - August 2009
Skills
Sports, Marketing, Social Skills, Mathematics, Time Management, Teamwork, Business, PowerPoint, Social Networking, Microsoft Office, Microsoft Word, Microsoft Excel, Research, Facebook, Running, Social Media, Event Planning, Spanish, Critical Thinking, Editing, Sports Marketing
Education
North Carolina State University 2009 — 2013
Bachelor of Science (B.S.), Marketing
North Carolina State University 2009 — 2012
Bachelor of Science (BS), Business Administration and Management, General (Marketing & Sales)
Sageworks March 2014 - Present
North Carolina State University August 2011 - December 2013
Skills
Higher Education, Teaching, C++, Algorithms, C, Java, Programming, Science, Software Design, Mathematical Modeling, Visual Basic, Linux, Artificial Intelligence, HTML, Machine Learning, Computer Science, Management, Microsoft Office, MySQL, SQL, CSS, Software Development
Education
North Carolina State University 2010 — 2013
Bachelor of Science (B.S.), Computer Science, GPA 4.0 / 4.0
Sageworks Video ConsultantTriangle StartUp FactoryJanuary 2012 - Present
Education
Appalachian State University 2012 — 2013
Photography
University of North Carolina at Chapel Hill May 2014 - Present
Sageworks February 2014 - May 2014
Jamal Odeh, CPA PC 2011 - 2012
Skills
Micrsoft Office 2010, Microsoft Excel 2010, Intuit EasyAcct, Accounting, CPA, Outlook, QuickBooks, PeopleSoft, Government Accounting, University Investment..., Account Reconciliation
Education
North Carolina State University
Master's degree (MAC), Accounting
North Carolina State University
Bachelor's degree, Accounting
Ipreo October 2013 - Present
Sageworks May 2013 - August 2013
MLB.com Academy June 2012 - April 2013
Skills
Account Management
Education
Duke University 2008 — 2012
Bachelor's degree, History