Tamarac Inc.
Industry: Company
DescriptionFounded: 2000 Parent organization: Envestnet SVPs: David Krueger, Tom Dabson Managing directors: Brandon Rembe, Clive Matthew Springer
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Tamarac Inc. Employees
Employee
Years
Job
Industry
George D. Phipps George D. Phipps's Tamarac Inc. Experience September 2014 - Present
Job Operations Analyst
Industry Financial Services
Experience
Tamarac Inc. September 2014 - Present
State Street April 2013 - September 2014
US Army March 2003 - September 2012
Skills
Tamarac Advisor Suite, Schwab PortfolioCenter, Microsoft Office, Financial Services, Microsoft Excel, Customer Service, Data Analysis, Management, Microsoft Word, Leadership, Logistics Management, Databases, Military, Military Training, Finance, Logistics, Process Improvement, Analysis, PowerPoint, Strategic Planning, Microsoft CRM, Construction Management, Construction Drawings, Construction Safety, Earthmoving, OSHA, Supervisory Skills, Risk Management, Communication, Operations Management, Government, Investments, Outlook
Education
Southern New Hampshire University 2012 — 2015
Master of Business Administration (M.B.A.), Finance, General, 3.5
Thomas Edison State College 2011 — 2012
Bachelor of Arts (B.A.), History, 3.27
Norwich University 2003 — 2007
Architecture
Tamarac Inc. September 2014 - Present
State Street April 2013 - September 2014
US Army March 2003 - September 2012
Skills
Tamarac Advisor Suite, Schwab PortfolioCenter, Microsoft Office, Financial Services, Microsoft Excel, Customer Service, Data Analysis, Management, Microsoft Word, Leadership, Logistics Management, Databases, Military, Military Training, Finance, Logistics, Process Improvement, Analysis, PowerPoint, Strategic Planning, Microsoft CRM, Construction Management, Construction Drawings, Construction Safety, Earthmoving, OSHA, Supervisory Skills, Risk Management, Communication, Operations Management, Government, Investments, Outlook
Education
Southern New Hampshire University 2012 — 2015
Master of Business Administration (M.B.A.), Finance, General, 3.5
Thomas Edison State College 2011 — 2012
Bachelor of Arts (B.A.), History, 3.27
Norwich University 2003 — 2007
Architecture
Chris Amstrup Chris Amstrup's Tamarac Inc. Experience February 2013 - Present
Job Associate Vice President of Operations at Tamarac Inc.
Industry Computer Software
Experience
Tamarac Inc. February 2013 - Present
Tamarac Inc. May 2012 - February 2013
Tamarac Inc. May 2011 - May 2012
BroCo May 2010 - May 2011
Enterprise Rent-A-Car June 2008 - July 2010
Skills
Process Improvement, Customer Service, Team Building, Project Management, Microsoft Excel, Microsoft Office, Management, Program Management, Quality Assurance, Analysis, Strategic Planning, Financial Analysis, Data Analysis, Access, Leadership, Training, Account Management, Risk Management, CRM, Portfolio Management, Microsoft SQL Server, Financial Services, SQL
Education
Gonzaga University - School of Business Administration 2004 — 2008
ba, Operations Management
Tamarac Inc. February 2013 - Present
Tamarac Inc. May 2012 - February 2013
Tamarac Inc. May 2011 - May 2012
BroCo May 2010 - May 2011
Enterprise Rent-A-Car June 2008 - July 2010
Skills
Process Improvement, Customer Service, Team Building, Project Management, Microsoft Excel, Microsoft Office, Management, Program Management, Quality Assurance, Analysis, Strategic Planning, Financial Analysis, Data Analysis, Access, Leadership, Training, Account Management, Risk Management, CRM, Portfolio Management, Microsoft SQL Server, Financial Services, SQL
Education
Gonzaga University - School of Business Administration 2004 — 2008
ba, Operations Management
Chris Streuli Chris Streuli's Tamarac Inc. Experience March 2015 - Present
Job Envestnet | Tamarac
Industry Financial Services
Experience
Tamarac Inc. March 2015 - Present
Booe Building and Remodeling December 2012 - August 2013
Copper Beech Townhomes June 2011 - August 2012
East Carolina University August 2010 - December 2011
Autobell Carwash Inc. August 2005 - July 2009
Santa Cruz Doors January 2005 - June 2005
Skills
Social Media Marketing, Customer Service, Microsoft Office, PowerPoint, Microsoft Excel, Marketing Research, Time Management, Event Planning, Facebook, Microsoft Word, Advertising, Sales
Education
East Carolina University - College of Business 2008 — 2012
BSBA, Marketing
Tamarac Inc. March 2015 - Present
Booe Building and Remodeling December 2012 - August 2013
Copper Beech Townhomes June 2011 - August 2012
East Carolina University August 2010 - December 2011
Autobell Carwash Inc. August 2005 - July 2009
Santa Cruz Doors January 2005 - June 2005
Skills
Social Media Marketing, Customer Service, Microsoft Office, PowerPoint, Microsoft Excel, Marketing Research, Time Management, Event Planning, Facebook, Microsoft Word, Advertising, Sales
Education
East Carolina University - College of Business 2008 — 2012
BSBA, Marketing
Brian Forster Brian Forster's Tamarac Inc. Experience 2002 - 2004
Job Sales & Business Development considering new contract & FT opportunities
Industry Information Technology and Services
Experience
Artizan Inc. - @crowdaware January 2015 - Present
Pi Plus LLC (dba Pi Plus Tutors) June 2009 - December 2014
Bocada 2007 - 2008
Noetix Corporation 2004 - 2007
Tamarac Inc. 2002 - 2004
CMGI/Activate 1999 - 2001
Xerox 1996 - 1998
Morgan Stanley / Smith Barney 1993 - 1995
AT&T / Pacific Bell 1991 - 1993
FedEx 1989 - 1991
Skills
Strategic Partnerships, Enterprise Software, Solution Selling, Business Development, Start-ups, CRM, Sales Process, Strategy, Leadership, Salesforce.com, Management, Account Management, Sales Management, Business Intelligence, Direct Sales, Competitive Analysis, Product Management, Cloud Computing, Sales, Team Building, Strategic Planning, New Business Development, Selling, Sales Operations, Cross-functional Team..., Recruiting, Product Marketing, Lead Generation, Business Strategy, Entrepreneurship, Networking, Marketing
Education
Santa Clara University 1985 — 1989
Business, Finance
Loyola University Chicago 1987 — 1988
Foreign Languages and Literatures, General
St. Joseph High School 1981 — 1985
Artizan Inc. - @crowdaware January 2015 - Present
Pi Plus LLC (dba Pi Plus Tutors) June 2009 - December 2014
Bocada 2007 - 2008
Noetix Corporation 2004 - 2007
Tamarac Inc. 2002 - 2004
CMGI/Activate 1999 - 2001
Xerox 1996 - 1998
Morgan Stanley / Smith Barney 1993 - 1995
AT&T / Pacific Bell 1991 - 1993
FedEx 1989 - 1991
Skills
Strategic Partnerships, Enterprise Software, Solution Selling, Business Development, Start-ups, CRM, Sales Process, Strategy, Leadership, Salesforce.com, Management, Account Management, Sales Management, Business Intelligence, Direct Sales, Competitive Analysis, Product Management, Cloud Computing, Sales, Team Building, Strategic Planning, New Business Development, Selling, Sales Operations, Cross-functional Team..., Recruiting, Product Marketing, Lead Generation, Business Strategy, Entrepreneurship, Networking, Marketing
Education
Santa Clara University 1985 — 1989
Business, Finance
Loyola University Chicago 1987 — 1988
Foreign Languages and Literatures, General
St. Joseph High School 1981 — 1985
Cameron Thomas Cameron Thomas's Tamarac Inc. Experience January 2012 - March 2013
Job Client Services Associate at Envestnet, Inc
Industry Computer Software
Experience
Envestnet, Inc March 2013 - Present
Tamarac Inc. January 2012 - March 2013
SECU June 2011 - December 2011
University of North Carolina May 2009 - June 2011
Skills
Microsoft Office, Data Analysis, Customer Service, Microsoft Excel, Microsoft Word, Outlook, Portfolio Management, Management, Data Entry, CRM, SQL, Training
Education
University of North Carolina at Chapel Hill 2007 — 2011
BS, Political Science
Envestnet, Inc March 2013 - Present
Tamarac Inc. January 2012 - March 2013
SECU June 2011 - December 2011
University of North Carolina May 2009 - June 2011
Skills
Microsoft Office, Data Analysis, Customer Service, Microsoft Excel, Microsoft Word, Outlook, Portfolio Management, Management, Data Entry, CRM, SQL, Training
Education
University of North Carolina at Chapel Hill 2007 — 2011
BS, Political Science
Ross O'Bryan Ross O'Bryan's Tamarac Inc. Experience July 2014 - August 2014
Job J.D. Candidate at Boston College Law School
Industry Law Practice
Experience
Boston College Legal Services LAB May 2015 - August 2015
Tamarac Inc. July 2014 - August 2014
Tamarac Inc. July 2013 - July 2014
The Law Offices of John V. Orrick, P.L. January 2013 - May 2013
Ballast Point Ventures October 2011 - May 2012
University of South Florida August 2010 - June 2011
Publix June 2008 - July 2010
Skills
Customer Service, Word, Excel, Microsoft Office, Microsoft Excel, Microsoft Word, Market Research, Management, Accounting, Fundraising, Analysis, Sales, Spanish, Team Leadership, Strategic Planning, Marketing, HTML, Business Planning, Leadership, Finance, Investments
Education
Boston College Law School 2014 — 2017
Doctor of Law (JD), Banking, Corporate, Finance, and Securities Law
University of South Florida 2009 — 2013
BS, Finance, GPA: 3.6
University of South Florida 2009 — 2013
BA, International Business, GPA: 3.6
Boston College Legal Services LAB May 2015 - August 2015
Tamarac Inc. July 2014 - August 2014
Tamarac Inc. July 2013 - July 2014
The Law Offices of John V. Orrick, P.L. January 2013 - May 2013
Ballast Point Ventures October 2011 - May 2012
University of South Florida August 2010 - June 2011
Publix June 2008 - July 2010
Skills
Customer Service, Word, Excel, Microsoft Office, Microsoft Excel, Microsoft Word, Market Research, Management, Accounting, Fundraising, Analysis, Sales, Spanish, Team Leadership, Strategic Planning, Marketing, HTML, Business Planning, Leadership, Finance, Investments
Education
Boston College Law School 2014 — 2017
Doctor of Law (JD), Banking, Corporate, Finance, and Securities Law
University of South Florida 2009 — 2013
BS, Finance, GPA: 3.6
University of South Florida 2009 — 2013
BA, International Business, GPA: 3.6
Clark Richards Clark Richards's Tamarac Inc. Experience November 2011 - January 2013
Job Associate Vice President Service Team Manager at Envestnet | Tamarac
Industry Financial Services
Experience
Envestnet Tamarac January 2015 - Present
Envestnet Tamarac January 2013 - January 2015
Tamarac Inc. November 2011 - January 2013
Sageworks, Inc. June 2011 - November 2011
Skills
Account Management, Sales Management, Portfolio Management, Sales, Investments, Salesforce.com, Financial Analysis, Customer Service, Project Management, SAS, Microsoft SQL Server, Microsoft Office, New Business Development, Service Management
Education
Elon University 2007 — 2011
BA, Economics, Sport & Event Management
Envestnet Tamarac January 2015 - Present
Envestnet Tamarac January 2013 - January 2015
Tamarac Inc. November 2011 - January 2013
Sageworks, Inc. June 2011 - November 2011
Skills
Account Management, Sales Management, Portfolio Management, Sales, Investments, Salesforce.com, Financial Analysis, Customer Service, Project Management, SAS, Microsoft SQL Server, Microsoft Office, New Business Development, Service Management
Education
Elon University 2007 — 2011
BA, Economics, Sport & Event Management
Cedrick Holmes Cedrick Holmes's Tamarac Inc. Experience 2011 - December 2011
Job Functional Architect at Hitachi Solutions America, Ltd Business Solution Group
Industry Computer Software
Experience
Hitachi Solutions America, Ltd- Business Solution Group August 2015 - Present
Slalom Consulting July 2013 - September 2015
Avanade June 2012 - July 2013
FMT Consultants, LLC November 2011 - July 2012
Tamarac Inc. 2011 - December 2011
Do IT Consulting October 2008 - February 2011
MBSG 2006 - 2008
Rescue Tech West 2002 - 2004
The Holman Group 1999 - 2003
The Holman Group 1999 - 2002
Skills
CRM, Microsoft Dynamics CRM, Microsoft SQL Server, SSRS, JavaScript, Project Management, Business Analysis, ACT!, Sage CRM, QuickBooks, Windows Server, Terminal Services, Citrix, Microsoft SureStep, Crystal Reports, C#, Microsoft CRM, Training, ERP, Enterprise Software, Integration, Microsoft Exchange, Consulting, Access, System Administration, Business Intelligence, HTML, Sage, Business Process, SaaS, Databases, Microsoft Dynamics, Software Implementation, Team Building, Cloud Computing, Software Project..., Customer Service, SQL, ASP
Education
California State University-Northridge 1996 — 2001
University of Phoenix
Bachelor of Science (BS), Information Technology
Hitachi Solutions America, Ltd- Business Solution Group August 2015 - Present
Slalom Consulting July 2013 - September 2015
Avanade June 2012 - July 2013
FMT Consultants, LLC November 2011 - July 2012
Tamarac Inc. 2011 - December 2011
Do IT Consulting October 2008 - February 2011
MBSG 2006 - 2008
Rescue Tech West 2002 - 2004
The Holman Group 1999 - 2003
The Holman Group 1999 - 2002
Skills
CRM, Microsoft Dynamics CRM, Microsoft SQL Server, SSRS, JavaScript, Project Management, Business Analysis, ACT!, Sage CRM, QuickBooks, Windows Server, Terminal Services, Citrix, Microsoft SureStep, Crystal Reports, C#, Microsoft CRM, Training, ERP, Enterprise Software, Integration, Microsoft Exchange, Consulting, Access, System Administration, Business Intelligence, HTML, Sage, Business Process, SaaS, Databases, Microsoft Dynamics, Software Implementation, Team Building, Cloud Computing, Software Project..., Customer Service, SQL, ASP
Education
California State University-Northridge 1996 — 2001
University of Phoenix
Bachelor of Science (BS), Information Technology
Yolanda Carbajal, CFP® Yolanda Carbajal, CFP®'s Tamarac Inc. Experience August 2007 - January 2008
Job Managing Director at Mercer Advisors
Industry Financial Services
Experience
Mercer Advisors June 2010 - Present
Miller Advisors, Inc May 2008 - June 2010
Tamarac Inc. August 2007 - January 2008
Price Meadows Incorporated January 2005 - August 2007
Petersen, Flynn & Dinsmore, Inc. February 1997 - June 2004
Skills
Wealth Management, Retirement Planning, Investment Advisory, Asset Allocation, Investments, Strategic Financial..., Retirement, Asset Managment, Alternative Investments, Estate Planning, Securities, Financial Analysis, Portfolio Management, 401k
Education
University of California, Davis 1991 — 1995
Mercer Advisors June 2010 - Present
Miller Advisors, Inc May 2008 - June 2010
Tamarac Inc. August 2007 - January 2008
Price Meadows Incorporated January 2005 - August 2007
Petersen, Flynn & Dinsmore, Inc. February 1997 - June 2004
Skills
Wealth Management, Retirement Planning, Investment Advisory, Asset Allocation, Investments, Strategic Financial..., Retirement, Asset Managment, Alternative Investments, Estate Planning, Securities, Financial Analysis, Portfolio Management, 401k
Education
University of California, Davis 1991 — 1995
Christopher Araj Christopher Araj's Tamarac Inc. Experience April 2015 - Present
Job Client Service Associate at Tamarac Inc.
Industry Logistics and Supply Chain
Experience
Tamarac Inc. April 2015 - Present
Tamarac Inc. January 2014 - April 2014
John Deere January 2013 - January 2014
Brown Trucking January 2012 - May 2012
MOM Brands May 2011 - August 2011
MOM Brands May 2010 - August 2010
Fish Window Cleaning June 2007 - August 2007
Skills
Microsoft Office, German, Economics, Valuation, SAP ERP, Analytical Reasoning, Mathematics, Strategic Planning, Verbal Skills, Solidworks, Supply Chain Management, Freight Transportation, Forecasting, Demand Planning, Invoice Processing, Quality Control, Process Implementation, DMAIC, Root Cause Analysis, Ethical Leadership, Logistics, Microsoft Word, PowerPoint, Leadership, Microsoft Excel, Management, SAP
Education
North Carolina State University 2008 — 2012
B.S, Business Administration; Supply Chain Management and Operations, 3.512
North Carolina State University 2009 — 2012
Minor, German Language, 3.512
The Leadershape Institute – NCSU Section
Tamarac Inc. April 2015 - Present
Tamarac Inc. January 2014 - April 2014
John Deere January 2013 - January 2014
Brown Trucking January 2012 - May 2012
MOM Brands May 2011 - August 2011
MOM Brands May 2010 - August 2010
Fish Window Cleaning June 2007 - August 2007
Skills
Microsoft Office, German, Economics, Valuation, SAP ERP, Analytical Reasoning, Mathematics, Strategic Planning, Verbal Skills, Solidworks, Supply Chain Management, Freight Transportation, Forecasting, Demand Planning, Invoice Processing, Quality Control, Process Implementation, DMAIC, Root Cause Analysis, Ethical Leadership, Logistics, Microsoft Word, PowerPoint, Leadership, Microsoft Excel, Management, SAP
Education
North Carolina State University 2008 — 2012
B.S, Business Administration; Supply Chain Management and Operations, 3.512
North Carolina State University 2009 — 2012
Minor, German Language, 3.512
The Leadershape Institute – NCSU Section
Ryan S. Chelston's Tamarac Inc. Experience March 2015 - Present
Job Client Services/Operations Analyst
Industry Financial Services
Experience
Tamarac Inc. March 2015 - Present
Tamarac Inc. November 2014 - March 2015
Property Resources, Inc. August 2014 - November 2014
Holman Frenia Allison, P.C. January 2014 - July 2014
KMM Telecommunications July 2013 - December 2013
Santander Bank, N.A. June 2012 - November 2013
TD Bank January 2010 - May 2012
Kellogg Company May 2008 - December 2010
Skills
Accounting, Finance, Microsoft Excel, Microsoft Word, Customer Service, Banking, Auditing, Microsoft Office, PowerPoint, Financial Advisory, Retail Banking, Investments, Accounts Receivable, Accounts Payable, Client Billing, Collections, Deltek, Inventory Control, Tax, Income Tax, Tax Preparation, Corporate Tax, General Ledger, Creative Solutions...
Education
Kean University 2011 — 2014
Bachelor's Degree, Accounting
Tamarac Inc. March 2015 - Present
Tamarac Inc. November 2014 - March 2015
Property Resources, Inc. August 2014 - November 2014
Holman Frenia Allison, P.C. January 2014 - July 2014
KMM Telecommunications July 2013 - December 2013
Santander Bank, N.A. June 2012 - November 2013
TD Bank January 2010 - May 2012
Kellogg Company May 2008 - December 2010
Skills
Accounting, Finance, Microsoft Excel, Microsoft Word, Customer Service, Banking, Auditing, Microsoft Office, PowerPoint, Financial Advisory, Retail Banking, Investments, Accounts Receivable, Accounts Payable, Client Billing, Collections, Deltek, Inventory Control, Tax, Income Tax, Tax Preparation, Corporate Tax, General Ledger, Creative Solutions...
Education
Kean University 2011 — 2014
Bachelor's Degree, Accounting
Rachel Zillmer Rachel Zillmer's Tamarac Inc. Experience February 2013 - July 2013
Job Operations Analyst
Industry Financial Services
Experience
Credit Suisse August 2013 - May 2014
Tamarac Inc. February 2013 - July 2013
Robert Half Technology April 2012 - February 2013
Parametric June 2009 - March 2012
University of Minnesota - QSCC September 2008 - May 2009
University of Minnesota August 2007 - December 2008
Skechers June 2008 - September 2008
Gap Inc./Banana Republic May 2007 - July 2007
Skills
Account Reconciliation, Active Learning, Client Relations Skills, Critical Thinking, Correspondences, Microsoft Office, Organization, Data Analysis, PowerPoint, SQL, Microsoft CRM, Microsoft Word, Marketing, Management, Customer Service, Social Networking, Client Relations, Sales
Education
University of Minnesota-Twin Cities 2006 — 2010
Bachelor's Degree, History
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Accounting
Credit Suisse August 2013 - May 2014
Tamarac Inc. February 2013 - July 2013
Robert Half Technology April 2012 - February 2013
Parametric June 2009 - March 2012
University of Minnesota - QSCC September 2008 - May 2009
University of Minnesota August 2007 - December 2008
Skechers June 2008 - September 2008
Gap Inc./Banana Republic May 2007 - July 2007
Skills
Account Reconciliation, Active Learning, Client Relations Skills, Critical Thinking, Correspondences, Microsoft Office, Organization, Data Analysis, PowerPoint, SQL, Microsoft CRM, Microsoft Word, Marketing, Management, Customer Service, Social Networking, Client Relations, Sales
Education
University of Minnesota-Twin Cities 2006 — 2010
Bachelor's Degree, History
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Accounting
Rob Chateauneuf Rob Chateauneuf's Tamarac Inc. Experience May 2008 - July 2011
Job Vice President, Client Implementations at Envestnet | Tamarac
Industry Financial Services
Experience
Envestnet Tamarac July 2013 - Present
Envestnet Tamarac August 2011 - June 2013
Tamarac Inc. May 2008 - July 2011
Jensen Investment Mangement March 2006 - March 2008
Investors Bank & Trust November 2003 - February 2006
Investors Bank & Trust April 2002 - October 2003
Alaska Airlines June 1998 - November 2001
US Navy February 1994 - September 1997
Skills
Customer Relations, Problem Solving, Team Building, Portfolio Management, Asset Management, Compliance, Investments, Leadership, Project Management, SDLC, Process Improvement, CRM, Analysis, Management, Integration
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2003 — 2006
MBA
University of Washington 1997 — 2001
BA
Florida Institute of Technology 1992 — 1993
Envestnet Tamarac July 2013 - Present
Envestnet Tamarac August 2011 - June 2013
Tamarac Inc. May 2008 - July 2011
Jensen Investment Mangement March 2006 - March 2008
Investors Bank & Trust November 2003 - February 2006
Investors Bank & Trust April 2002 - October 2003
Alaska Airlines June 1998 - November 2001
US Navy February 1994 - September 1997
Skills
Customer Relations, Problem Solving, Team Building, Portfolio Management, Asset Management, Compliance, Investments, Leadership, Project Management, SDLC, Process Improvement, CRM, Analysis, Management, Integration
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2003 — 2006
MBA
University of Washington 1997 — 2001
BA
Florida Institute of Technology 1992 — 1993
Luisana Sawyer's Tamarac Inc. Experience June 2014 - Present
Job AVP CRM Implementation Consultant
Industry Information Technology and Services
Experience
Tamarac Inc. June 2014 - Present
Bingham, Osborn & Scarborough March 2006 - November 2013
Charles Schwab 2003 - 2004
Charles Schwab 2001 - 2003
Charles Schwab 1999 - 2001
Charles Schwab 1997 - 1999
Lehman Brothers 1988 - 1993
Skills
Microsoft Dynamics, Microsoft Office, Operations Management, Consulting, CRM, Technical Support, Trading Systems
Education
Regis University 1998 — 2000
Bachelor of Science
Tamarac Inc. June 2014 - Present
Bingham, Osborn & Scarborough March 2006 - November 2013
Charles Schwab 2003 - 2004
Charles Schwab 2001 - 2003
Charles Schwab 1999 - 2001
Charles Schwab 1997 - 1999
Lehman Brothers 1988 - 1993
Skills
Microsoft Dynamics, Microsoft Office, Operations Management, Consulting, CRM, Technical Support, Trading Systems
Education
Regis University 1998 — 2000
Bachelor of Science
Alfie Lontoc Alfie Lontoc's Tamarac Inc. Experience August 2015 - Present
Job Client Service Associate at Envestnet, Inc
Industry Restaurants
Experience
Tamarac Inc. August 2015 - Present
Tamarac Inc. March 2014 - August 2015
Payscape Advisors March 2013 - April 2014
Southside Consulting Group December 2012 - March 2013
Sushi Blues Cafe May 2004 - February 2013
Midori Japanese Restaurant & Bar August 2003 - May 2004
North Carolina State Asian Student Association August 2000 - December 2003
RecPack August 2002 - May 2003
Skills
Customer Service, Marketing, Leadership, Microsoft Excel, Microsoft Word, PowerPoint, Management, Social Media, Project Management, Sales Management, Restaurants, Java, Operating Systems, HTML, Software Engineering, Databases, SQL, Positouch, Wordpress
Education
North Carolina State University 2000 — 2004
Bachelor of Computer Science, Information Technology
Mindful Marketing Academy 2012 — 2013
Student, Marketing/Marketing Management, General
Tamarac Inc. August 2015 - Present
Tamarac Inc. March 2014 - August 2015
Payscape Advisors March 2013 - April 2014
Southside Consulting Group December 2012 - March 2013
Sushi Blues Cafe May 2004 - February 2013
Midori Japanese Restaurant & Bar August 2003 - May 2004
North Carolina State Asian Student Association August 2000 - December 2003
RecPack August 2002 - May 2003
Skills
Customer Service, Marketing, Leadership, Microsoft Excel, Microsoft Word, PowerPoint, Management, Social Media, Project Management, Sales Management, Restaurants, Java, Operating Systems, HTML, Software Engineering, Databases, SQL, Positouch, Wordpress
Education
North Carolina State University 2000 — 2004
Bachelor of Computer Science, Information Technology
Mindful Marketing Academy 2012 — 2013
Student, Marketing/Marketing Management, General
Nikolai Khristoforov's Tamarac Inc. Experience February 2014 - Present
Job Software Test Engineer at Tamarac Inc.
Industry Computer Software
Experience
Tamarac Inc. February 2014 - Present
QAnalysts September 2013 - February 2014
Mantis Technology Group April 2013 - September 2013
True North Service, Inc November 2012 - April 2013
iSoftStone August 2012 - November 2012
Skills
Microsoft Excel, Microsoft Word, Test Cases, Software Documentation, PowerPoint, Software Development..., Requirements Analysis, SQL, Wireframes, Software Development..., Software Testing Life..., Defect Life Cycle, Software Quality..., Flow Charts, Test Design, Test Execution, Mobile Devices, Matrices, Testing
Education
Cascadia Community College 2012 — 2012
Tamarac Inc. February 2014 - Present
QAnalysts September 2013 - February 2014
Mantis Technology Group April 2013 - September 2013
True North Service, Inc November 2012 - April 2013
iSoftStone August 2012 - November 2012
Skills
Microsoft Excel, Microsoft Word, Test Cases, Software Documentation, PowerPoint, Software Development..., Requirements Analysis, SQL, Wireframes, Software Development..., Software Testing Life..., Defect Life Cycle, Software Quality..., Flow Charts, Test Design, Test Execution, Mobile Devices, Matrices, Testing
Education
Cascadia Community College 2012 — 2012
Linda Mauzy, CFA Linda Mauzy, CFA's Tamarac Inc. Experience 2000 - 2001
Job Senior Investment Strategist at Wells Fargo
Industry Investment Management
Experience
Wells Fargo November 2013 - Present
Mauzy Digital Media 2001 - Present
Key Private Bank August 2009 - October 2013
Private Family Trust 2001 - August 2009
Tamarac Inc. 2000 - 2001
Parametric 1992 - 1999
GW Capital, Inc 1991 - 1992
Parametric 1988 - 1991
Composite Research and Management 1986 - 1989
Skills
Portfolio Management, Quantitative Analysis, Asset Allocation, Alternative Investments, Investments, Private Wealth..., Institutional Clients, Equities, Fixed Income, Leadership Development, Mutual Funds, Asset Managment, Equity Research, Wealth Management..., Hedge Funds, Finance, Bonds, Asset Management, Financial Modeling, High Net Worth..., ETFs, Investment Management, Quantitative Analytics, Institutional...
Education
University of California, Santa Barbara 1985 — 1986
Masters, Economics
Humboldt State University 1978 — 1983
Bachelors, Chemistry
Fuller Theological Seminary 2006 — 2008
Theology
Wells Fargo November 2013 - Present
Mauzy Digital Media 2001 - Present
Key Private Bank August 2009 - October 2013
Private Family Trust 2001 - August 2009
Tamarac Inc. 2000 - 2001
Parametric 1992 - 1999
GW Capital, Inc 1991 - 1992
Parametric 1988 - 1991
Composite Research and Management 1986 - 1989
Skills
Portfolio Management, Quantitative Analysis, Asset Allocation, Alternative Investments, Investments, Private Wealth..., Institutional Clients, Equities, Fixed Income, Leadership Development, Mutual Funds, Asset Managment, Equity Research, Wealth Management..., Hedge Funds, Finance, Bonds, Asset Management, Financial Modeling, High Net Worth..., ETFs, Investment Management, Quantitative Analytics, Institutional...
Education
University of California, Santa Barbara 1985 — 1986
Masters, Economics
Humboldt State University 1978 — 1983
Bachelors, Chemistry
Fuller Theological Seminary 2006 — 2008
Theology
Sara Iskandar Sara Iskandar's Tamarac Inc. Experience June 2015 - August 2015
Job Global Business Administration major Saint Mary's College of California
Industry Financial Services
Experience
Tamarac Inc. June 2015 - August 2015
Target October 2014 - April 2015
Best Buy May 2012 - August 2013
Skills
Sales, Customer Service, Microsoft Office, Team Leadership, Bilingual Proficiency, Inventory Management, Works well in a team, Merchandising, Event Planning, Customer Satisfaction, Teamwork, Marketing, Microsoft Word, PowerPoint, Cash Handling Experience, Organization, Multitasking Skills, Dedication to..., Customer Retention, Pricing, Microsoft Excel, Leadership, Management, Team Building, Social Networking, Community Outreach, Time Management, Fundraising, Critical Thinking, Research, Facebook, Event Management, Training, Data Analysis, Data Entry, English, Account Reconciliation, Microsoft SQL Server, Negotiation
Education
Saint Mary's College of California 2013 — 2017
Bachelor of Business Administration (BBA), Global Business Administration
Meadowdale High School 2009 — 2013
Diploma
Tamarac Inc. June 2015 - August 2015
Target October 2014 - April 2015
Best Buy May 2012 - August 2013
Skills
Sales, Customer Service, Microsoft Office, Team Leadership, Bilingual Proficiency, Inventory Management, Works well in a team, Merchandising, Event Planning, Customer Satisfaction, Teamwork, Marketing, Microsoft Word, PowerPoint, Cash Handling Experience, Organization, Multitasking Skills, Dedication to..., Customer Retention, Pricing, Microsoft Excel, Leadership, Management, Team Building, Social Networking, Community Outreach, Time Management, Fundraising, Critical Thinking, Research, Facebook, Event Management, Training, Data Analysis, Data Entry, English, Account Reconciliation, Microsoft SQL Server, Negotiation
Education
Saint Mary's College of California 2013 — 2017
Bachelor of Business Administration (BBA), Global Business Administration
Meadowdale High School 2009 — 2013
Diploma
Melvin Dove's Tamarac Inc. Experience August 2014 - Present
Job Operations Associate at Tamarac Inc.
Industry Computer Software
Experience
Tamarac Inc. August 2014 - Present
Southeast Raleigh Magnet High School October 2012 - June 2014
Invest Financial March 2008 - June 2012
22nd Street Redevelopment May 2007 - March 2008
Sixth Judicial Circuit Court August 2006 - May 2007
Bank of America September 2005 - August 2006
Morgan Stanley Investment Management March 2003 - September 2005
American Express Financial Advisors September 2003 - March 2004
Franklin Templeton Investments October 2000 - September 2003
Skills
Employee Training, Finance, Customer Service, Analysis, Investments, Leadership, Management, Microsoft Excel, Microsoft Office, Mutual Funds, Public Speaking, Research, Team Building, Training, Policy
Education
Stetson University College of Law 2006 — 2010
Juris Doctor, Law
North Carolina Agricultural and Technical State University 1996 — 2000
Bachelors, Animal Science
Tamarac Inc. August 2014 - Present
Southeast Raleigh Magnet High School October 2012 - June 2014
Invest Financial March 2008 - June 2012
22nd Street Redevelopment May 2007 - March 2008
Sixth Judicial Circuit Court August 2006 - May 2007
Bank of America September 2005 - August 2006
Morgan Stanley Investment Management March 2003 - September 2005
American Express Financial Advisors September 2003 - March 2004
Franklin Templeton Investments October 2000 - September 2003
Skills
Employee Training, Finance, Customer Service, Analysis, Investments, Leadership, Management, Microsoft Excel, Microsoft Office, Mutual Funds, Public Speaking, Research, Team Building, Training, Policy
Education
Stetson University College of Law 2006 — 2010
Juris Doctor, Law
North Carolina Agricultural and Technical State University 1996 — 2000
Bachelors, Animal Science
Linden Kinnaird Linden Kinnaird's Tamarac Inc. Experience August 2013 - Present
Job AVP Professional Services at Tamarac Inc.
Industry Financial Services
Experience
Tamarac Inc. August 2013 - Present
Tamarac Inc. February 2013 - August 2013
Tamarac Inc. March 2012 - February 2013
Rho, Inc. September 2010 - March 2012
Skills
Data Analysis, Portfolio Management
Education
University of Wollongong 2007 — 2009
Bachelor of Commerce, Finance, Economics, International Studies
North Carolina State University
Tamarac Inc. August 2013 - Present
Tamarac Inc. February 2013 - August 2013
Tamarac Inc. March 2012 - February 2013
Rho, Inc. September 2010 - March 2012
Skills
Data Analysis, Portfolio Management
Education
University of Wollongong 2007 — 2009
Bachelor of Commerce, Finance, Economics, International Studies
North Carolina State University
Curt Rouser Curt Rouser's Tamarac Inc. Experience August 2014 - Present
Job Implementation Consultant at Tamarac Inc.
Industry Financial Services
Experience
Tamarac Inc. August 2014 - Present
PNC Bank December 2012 - January 2014
PNC Bank March 2006 - December 2012
Skills
Relationship Management, Investments, Financial Services, Banking
Education
Cleveland State University 2007 — 2008
Master of Business Administration (M.B.A.)
Bowling Green State University 1998 — 2002
Bachelor of Business Administration (B.B.A.)
Tamarac Inc. August 2014 - Present
PNC Bank December 2012 - January 2014
PNC Bank March 2006 - December 2012
Skills
Relationship Management, Investments, Financial Services, Banking
Education
Cleveland State University 2007 — 2008
Master of Business Administration (M.B.A.)
Bowling Green State University 1998 — 2002
Bachelor of Business Administration (B.B.A.)
Alexander Brandt's Tamarac Inc. Experience July 2015 - Present
Job Operations Associate at Tamarac
Industry Accounting
Experience
Tamarac Inc. July 2015 - Present
Wells Fargo November 2014 - July 2015
Wells Fargo April 2013 - November 2014
North Carolina State University August 2012 - January 2013
Office of Technology Transfer January 2011 - August 2011
Skills
Accounting, Microsoft Office, Data Analysis, Time Management, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Auditing, Teamwork, Research, Access, Leadership, Enterprise Risk..., Process Improvement, Strategic Planning, Financial Reporting, Sales, Budgets, QuickBooks, Analysis, Financial Accounting, Outlook, Excel, Business Analysis, Lean Six Sigma
Education
North Carolina State University 2008 — 2012
Bachelor of Science (BS), Accounting
Tamarac Inc. July 2015 - Present
Wells Fargo November 2014 - July 2015
Wells Fargo April 2013 - November 2014
North Carolina State University August 2012 - January 2013
Office of Technology Transfer January 2011 - August 2011
Skills
Accounting, Microsoft Office, Data Analysis, Time Management, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Auditing, Teamwork, Research, Access, Leadership, Enterprise Risk..., Process Improvement, Strategic Planning, Financial Reporting, Sales, Budgets, QuickBooks, Analysis, Financial Accounting, Outlook, Excel, Business Analysis, Lean Six Sigma
Education
North Carolina State University 2008 — 2012
Bachelor of Science (BS), Accounting
Orlando Farrow Orlando Farrow's Tamarac Inc. Experience September 2015 - Present
Job Client Service Associate at Tamarac Inc.
Industry Investment Banking
Experience
Tamarac Inc. September 2015 - Present
Fidelity Investments August 2012 - September 2015
Sussex County Federal Credit Union July 2011 - July 2012
State Employee's Credit Union July 2010 - July 2011
Wells Fargo December 2008 - July 2010
Skills
Loans, Consumer Lending, Credit, Mortgage Lending, Loan Origination, Banking, Small Business Lending, Credit Analysis, Commercial Lending, Commercial Banking, Financial Analysis, Underwriting, Cross Selling, Investments, Strategic Financial..., Retail Banking, Cash Management, Finance, Banking Relationships, Retirement Planning, Financial Services, Mutual Funds, Bonds, Employee Benefits, Credit Cards, Retirement, FINRA, Refinance, IRAs, Financial Markets, Loan Servicing, Equities, Insurance, Leadership, Customer Service, Microsoft Office, Management, Sales, Microsoft Excel, Strategic Planning, Marketing
Education
East Carolina University 2006 — 2008
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Lackawanna College 2004 — 2005
Associate of Arts and Sciences (A.A.S.), Business and Social Skills
Tamarac Inc. September 2015 - Present
Fidelity Investments August 2012 - September 2015
Sussex County Federal Credit Union July 2011 - July 2012
State Employee's Credit Union July 2010 - July 2011
Wells Fargo December 2008 - July 2010
Skills
Loans, Consumer Lending, Credit, Mortgage Lending, Loan Origination, Banking, Small Business Lending, Credit Analysis, Commercial Lending, Commercial Banking, Financial Analysis, Underwriting, Cross Selling, Investments, Strategic Financial..., Retail Banking, Cash Management, Finance, Banking Relationships, Retirement Planning, Financial Services, Mutual Funds, Bonds, Employee Benefits, Credit Cards, Retirement, FINRA, Refinance, IRAs, Financial Markets, Loan Servicing, Equities, Insurance, Leadership, Customer Service, Microsoft Office, Management, Sales, Microsoft Excel, Strategic Planning, Marketing
Education
East Carolina University 2006 — 2008
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Lackawanna College 2004 — 2005
Associate of Arts and Sciences (A.A.S.), Business and Social Skills
Jannine Humphrey's Tamarac Inc. Experience October 2014 - Present
Job Operations Associate at Tamarac Inc.
Industry Public Policy
Experience
Tamarac Inc. October 2014 - Present
Coleman Research September 2013 - June 2014
University of North Carolina at Chapel Hill August 2012 - May 2013
Skills
Research, Stata, Leadership, Microsoft Office, Policy, Works well in a team, Oral & Written..., Data Analysis, PowerPoint, Microsoft Excel, Customer Service, Time Management, Public Policy, Microsoft Office 2008..., Analytic Problem Solving, Cold Calling, Recruiting, Travel Management
Education
University of North Carolina at Chapel Hill 2009 — 2013
Bachelor of Arts (B.A.), Public Policy (Health)
Tamarac Inc. October 2014 - Present
Coleman Research September 2013 - June 2014
University of North Carolina at Chapel Hill August 2012 - May 2013
Skills
Research, Stata, Leadership, Microsoft Office, Policy, Works well in a team, Oral & Written..., Data Analysis, PowerPoint, Microsoft Excel, Customer Service, Time Management, Public Policy, Microsoft Office 2008..., Analytic Problem Solving, Cold Calling, Recruiting, Travel Management
Education
University of North Carolina at Chapel Hill 2009 — 2013
Bachelor of Arts (B.A.), Public Policy (Health)
Jason M. Harris Jason M. Harris's Tamarac Inc. Experience 2010 - 2011
Job Senior Financial Advisor at Maddock Financial, LLC
Industry Investment Management
Experience
Maddock Financial, LLC 2014 - Present
BBJS Financial Advisors, LLC 2011 - 2014
Tamarac Inc. 2010 - 2011
HighMark Capital Management 2009 - 2010
McKinley Capital Management 2007 - 2009
Skills
Portfolio Management, Investments, Financial Planning, Trading, Strategic Financial..., Mutual Funds, Securities, Wealth Management, Asset Management, Equities, Asset Allocation, Financial Advisory, Investment Advisory, Risk, Financial Advice, Reporting & Analysis, Retirement Planning, Risk Management, Economics, Research, Excel, Investment Management, Financial Risk
Education
Fort Lewis College
Bachelor's Degree, Finance, Accounting
Maddock Financial, LLC 2014 - Present
BBJS Financial Advisors, LLC 2011 - 2014
Tamarac Inc. 2010 - 2011
HighMark Capital Management 2009 - 2010
McKinley Capital Management 2007 - 2009
Skills
Portfolio Management, Investments, Financial Planning, Trading, Strategic Financial..., Mutual Funds, Securities, Wealth Management, Asset Management, Equities, Asset Allocation, Financial Advisory, Investment Advisory, Risk, Financial Advice, Reporting & Analysis, Retirement Planning, Risk Management, Economics, Research, Excel, Investment Management, Financial Risk
Education
Fort Lewis College
Bachelor's Degree, Finance, Accounting
Alfred Anyanwu Alfred Anyanwu's Tamarac Inc. Experience January 2015 - Present
Job Business Operations Associate at Tamarac Inc.
Industry Financial Services
Experience
Tamarac Inc. January 2015 - Present
BCBSNC May 2014 - July 2014
UNC Greensboro August 2013 - May 2014
UNC Greensboro April 2011 - May 2014
Duke University May 2013 - August 2013
TruGreen LandCare May 2012 - July 2012
City of Raleigh Municipal Government April 2008 - August 2008
City of Raleigh Municipal Government May 2007 - August 2007
Skills
Public Speaking, Qualitative Research, Microsoft Office, Human Resources, Student Affairs, Program Management, Training, Management, Community Outreach, Event Planning, Program Development, Sales, Recruiting, Policy, Fundraising
Education
University of North Carolina at Greensboro 2009 — 2014
Business Administration, Political Science, Human resources, Law
Tamarac Inc. January 2015 - Present
BCBSNC May 2014 - July 2014
UNC Greensboro August 2013 - May 2014
UNC Greensboro April 2011 - May 2014
Duke University May 2013 - August 2013
TruGreen LandCare May 2012 - July 2012
City of Raleigh Municipal Government April 2008 - August 2008
City of Raleigh Municipal Government May 2007 - August 2007
Skills
Public Speaking, Qualitative Research, Microsoft Office, Human Resources, Student Affairs, Program Management, Training, Management, Community Outreach, Event Planning, Program Development, Sales, Recruiting, Policy, Fundraising
Education
University of North Carolina at Greensboro 2009 — 2014
Business Administration, Political Science, Human resources, Law
Shaughn Nechin's Tamarac Inc. Experience 2014 - Present
Job AVP Professional Services at Tamarac Inc.
Industry Financial Services
Experience
Tamarac Inc. 2014 - Present
Advent Software March 2012 - 2014
Schwab Advisor Services/Schwab Peformance Technologies January 2010 - March 2012
Schwab Institutional April 2008 - January 2010
Schwab Institutional February 2006 - April 2008
Schwab Performance Technologies February 2005 - February 2006
Manpower Professional February 2004 - February 2005
Skills
Consultative Selling, Client Service, Series 7, New Business Development, Portfolio Management, Mutual Funds, Hedge Funds, Asset Management, Business Development, FINRA, Sales, Wealth Management..., Investments, Relationship Management, CRM, Salesforce.com, Financial Services, Selling, Client Services
Education
North Carolina State University
Bus Mgt., IT Concentration
Myers Park High
Tamarac Inc. 2014 - Present
Advent Software March 2012 - 2014
Schwab Advisor Services/Schwab Peformance Technologies January 2010 - March 2012
Schwab Institutional April 2008 - January 2010
Schwab Institutional February 2006 - April 2008
Schwab Performance Technologies February 2005 - February 2006
Manpower Professional February 2004 - February 2005
Skills
Consultative Selling, Client Service, Series 7, New Business Development, Portfolio Management, Mutual Funds, Hedge Funds, Asset Management, Business Development, FINRA, Sales, Wealth Management..., Investments, Relationship Management, CRM, Salesforce.com, Financial Services, Selling, Client Services
Education
North Carolina State University
Bus Mgt., IT Concentration
Myers Park High
Shatarupa Chakraborty Shatarupa Chakraborty's Tamarac Inc. Experience September 2013 - Present
Job Senior Operations Associate at EnvestnetTamarac Inc.
Industry Public Relations and Communications
Experience
Tamarac Inc. September 2013 - Present
Department of Communication at North Carolina State University August 2012 - May 2013
Department of Communication at North Carolina State University August 2011 - May 2012
The Indian Express 2008 - 2011
Bennett, Coleman and Co. Ltd. (Times Group) October 2006 - February 2008
Skills
News Writing, Copy Editing, Journalism, Newspaper, Feature Articles, Editing, Press Releases, Media Relations, Storytelling, Blogging, Proofreading, Publications, Corporate Communications, Creative Writing, Editorial, Copywriting, Newsletters, Content Development, Public Relations, Magazines, Social Media, Online Journalism, Newspapers, Crisis Communications, Web Content, Content Management, AP Style, Writing, Research
Education
North Carolina State University 2011 — 2013
Master of Science (M.S.), Communication
Indian Institute of Mass Communication
PG Diploma in Journalism
Lady Shri Ram College For Women
Bachelor of Arts (B.A.) Hons, English Literature (British and Commonwealth)
Tamarac Inc. September 2013 - Present
Department of Communication at North Carolina State University August 2012 - May 2013
Department of Communication at North Carolina State University August 2011 - May 2012
The Indian Express 2008 - 2011
Bennett, Coleman and Co. Ltd. (Times Group) October 2006 - February 2008
Skills
News Writing, Copy Editing, Journalism, Newspaper, Feature Articles, Editing, Press Releases, Media Relations, Storytelling, Blogging, Proofreading, Publications, Corporate Communications, Creative Writing, Editorial, Copywriting, Newsletters, Content Development, Public Relations, Magazines, Social Media, Online Journalism, Newspapers, Crisis Communications, Web Content, Content Management, AP Style, Writing, Research
Education
North Carolina State University 2011 — 2013
Master of Science (M.S.), Communication
Indian Institute of Mass Communication
PG Diploma in Journalism
Lady Shri Ram College For Women
Bachelor of Arts (B.A.) Hons, English Literature (British and Commonwealth)
Joshua Collier Joshua Collier's Tamarac Inc. Experience November 2014 - Present
Job Operations at Envestnet Tamarac Inc.
Industry Financial Services
Experience
Tamarac Inc. November 2014 - Present
OnPar Technologies May 2014 - September 2014
SunTrust Bank October 2013 - April 2014
SunTrust Bank February 2011 - September 2013
Omega Sports March 2007 - February 2011
Sigma Phi Epsilon December 2009 - December 2010
Fleet Fuels, Inc. November 2002 - January 2007
Skills
Banking, Leadership, Sales, Customer Service, Credit, Small Business Lending, Financial Analysis, Loans, Commercial Banking, Management, Retail Banking, Cash Management, Microsoft Office, Client Relations Skills, Public Speaking, Relationship Management, Financial Risk, Investment Portfolio, Finance, Team Building, Time Management, Analysis, Financial Services, Training, SQL, Data Analysis, Zendesk
Education
University of North Carolina at Greensboro 2007 — 2010
Bachelors, Business Administration
Tamarac Inc. November 2014 - Present
OnPar Technologies May 2014 - September 2014
SunTrust Bank October 2013 - April 2014
SunTrust Bank February 2011 - September 2013
Omega Sports March 2007 - February 2011
Sigma Phi Epsilon December 2009 - December 2010
Fleet Fuels, Inc. November 2002 - January 2007
Skills
Banking, Leadership, Sales, Customer Service, Credit, Small Business Lending, Financial Analysis, Loans, Commercial Banking, Management, Retail Banking, Cash Management, Microsoft Office, Client Relations Skills, Public Speaking, Relationship Management, Financial Risk, Investment Portfolio, Finance, Team Building, Time Management, Analysis, Financial Services, Training, SQL, Data Analysis, Zendesk
Education
University of North Carolina at Greensboro 2007 — 2010
Bachelors, Business Administration
Matt Stanfield Matt Stanfield's Tamarac Inc. Experience December 2014 - Present
Job Senior Operations Associate at Envestnet | Tamarac
Industry Financial Services
Experience
Tamarac Inc. December 2014 - Present
Envestnet, Inc May 2013 - December 2014
Financial Symmetry Inc. May 2012 - February 2013
NC State Campus Recreation May 2012 - August 2012
Skills
Customer Service, Microsoft Excel, Leadership, Teamwork, Employee Training, SQL, Outlook, Project Management, International Relations, Priority Management, Time Management, Data Analysis
Education
North Carolina State University 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General, 3.9
Tamarac Inc. December 2014 - Present
Envestnet, Inc May 2013 - December 2014
Financial Symmetry Inc. May 2012 - February 2013
NC State Campus Recreation May 2012 - August 2012
Skills
Customer Service, Microsoft Excel, Leadership, Teamwork, Employee Training, SQL, Outlook, Project Management, International Relations, Priority Management, Time Management, Data Analysis
Education
North Carolina State University 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General, 3.9
Keyre Figueroa Keyre Figueroa's Tamarac Inc. Experience May 2015 - July 2015
Job Computer Information Systems
Industry Computer Software
Experience
Big Brothers Big Sisters of Snohomish County September 2014 - Present
Tamarac Inc. May 2015 - July 2015
Trinity Lutheran College February 2014 - May 2015
LeMay Family Collection Foundation June 2012 - August 2012
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership
Education
Trinity Lutheran College 2013 — 2017
Bachelor of Science (B.S.), Computer and Information Sciences, General, 3.91
Big Brothers Big Sisters of Snohomish County September 2014 - Present
Tamarac Inc. May 2015 - July 2015
Trinity Lutheran College February 2014 - May 2015
LeMay Family Collection Foundation June 2012 - August 2012
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership
Education
Trinity Lutheran College 2013 — 2017
Bachelor of Science (B.S.), Computer and Information Sciences, General, 3.91
Claire Stovall Claire Stovall's Tamarac Inc. Experience January 2015 - September 2015
Job Research Analyst at Activist Shorts Research
Industry Financial Services
Experience
Activist Shorts Research September 2015 - Present
Tamarac Inc. January 2015 - September 2015
Coleman Research January 2014 - January 2015
International Business-Government Counsellors June 2013 - August 2013
Fuqua School of Business July 2012 - August 2012
Education
Duke University 2010 — 2013
Bachelor's Degree, Public Policy, Cum Laude
Activist Shorts Research September 2015 - Present
Tamarac Inc. January 2015 - September 2015
Coleman Research January 2014 - January 2015
International Business-Government Counsellors June 2013 - August 2013
Fuqua School of Business July 2012 - August 2012
Education
Duke University 2010 — 2013
Bachelor's Degree, Public Policy, Cum Laude
Kyle Bennett's Tamarac Inc. Experience August 2013 - August 2014
Job Director + Client Success at AddShoppers
Industry Investment Management
Experience
AddShoppers August 2015 - Present
AddShoppers April 2015 - Present
Bragg Financial Advisors August 2014 - April 2015
Tamarac Inc. August 2013 - August 2014
Tamarac Inc. September 2012 - August 2013
Charles Schwab August 2011 - August 2012
ChannelAdvisor October 2010 - August 2011
Charles Schwab January 2010 - October 2010
Charles Schwab July 2008 - January 2010
Charles Schwab June 2007 - July 2008
Skills
Analytics, Salesforce.com, Web Analytics, Business Analysis, Data Analysis, Relationship Management, Online Advertising, Account Management, Market Analysis, E-commerce, SaaS, Project Management, Business Development, CRM, Management, Leadership, Financial Services, Investments
Education
University of North Carolina at Charlotte 2002 — 2007
BA, Psychology
North Carolina State University 2003 — 2004
AddShoppers August 2015 - Present
AddShoppers April 2015 - Present
Bragg Financial Advisors August 2014 - April 2015
Tamarac Inc. August 2013 - August 2014
Tamarac Inc. September 2012 - August 2013
Charles Schwab August 2011 - August 2012
ChannelAdvisor October 2010 - August 2011
Charles Schwab January 2010 - October 2010
Charles Schwab July 2008 - January 2010
Charles Schwab June 2007 - July 2008
Skills
Analytics, Salesforce.com, Web Analytics, Business Analysis, Data Analysis, Relationship Management, Online Advertising, Account Management, Market Analysis, E-commerce, SaaS, Project Management, Business Development, CRM, Management, Leadership, Financial Services, Investments
Education
University of North Carolina at Charlotte 2002 — 2007
BA, Psychology
North Carolina State University 2003 — 2004
Sarah Timberlake Sarah Timberlake's Tamarac Inc. Experience May 2015 - Present
Job Associate Vice President Service Team Manager
Industry Financial Services
Experience
Tamarac Inc. May 2015 - Present
Tamarac Inc. March 2014 - April 2015
Tamarac Inc. May 2013 - March 2014
Guardian Capital Advisors, LLC January 2013 - May 2013
North Carolina State University August 2012 - May 2013
North Carolina State University August 2011 - May 2013
Pleasant Grove UMC May 2012 - August 2012
North Carolina State University January 2012 - July 2012
Florida State University October 2009 - June 2011
TEAMeffort, inc. May 2008 - August 2010
Skills
Microsoft Office, Event Planning, Research, Outlook, Budgets, Analysis, Management, Community Outreach, Fundraising, Public Speaking, Facebook, Editing, Volunteer Management, Social Media, Higher Education, Strategic Communications, Public Relations, Non-profits, Teaching, Press Releases, Event Management, Customer Service, Social Networking
Education
North Carolina State University 2011 — 2013
M.S., Communications
Florida State University 2007 — 2011
B.S., Media/Communication and Psychology
Tamarac Inc. May 2015 - Present
Tamarac Inc. March 2014 - April 2015
Tamarac Inc. May 2013 - March 2014
Guardian Capital Advisors, LLC January 2013 - May 2013
North Carolina State University August 2012 - May 2013
North Carolina State University August 2011 - May 2013
Pleasant Grove UMC May 2012 - August 2012
North Carolina State University January 2012 - July 2012
Florida State University October 2009 - June 2011
TEAMeffort, inc. May 2008 - August 2010
Skills
Microsoft Office, Event Planning, Research, Outlook, Budgets, Analysis, Management, Community Outreach, Fundraising, Public Speaking, Facebook, Editing, Volunteer Management, Social Media, Higher Education, Strategic Communications, Public Relations, Non-profits, Teaching, Press Releases, Event Management, Customer Service, Social Networking
Education
North Carolina State University 2011 — 2013
M.S., Communications
Florida State University 2007 — 2011
B.S., Media/Communication and Psychology
Darren Kwan Darren Kwan's Tamarac Inc. Experience October 2014 - Present
Job Implementation Analyst at Tamarac Inc., CFA level 2 Candidate
Industry Financial Services
Experience
Tamarac Inc. October 2014 - Present
Tamarac Inc. April 2014 - October 2014
Tamarac Inc. September 2012 - April 2014
University of Portland October 2011 - May 2012
D.A. Davidson & Co. June 2011 - September 2011
The First Tee of Greater Seattle June 2008 - June 2011
Merrill Lynch June 2010 - December 2010
Skills
Series 7, Bloomberg, Microsoft Excel, Securities, PowerPoint, Research, Public Relations, Fundraising, Nonprofits, Microsoft Office, Life Coaching, Coaching, Community Outreach, Data Analysis, Customer Service, Time Management, Public Speaking, Leadership Development, Puppies, Portfolio Management, Teamwork, German Law, Industrial Sewing, Analysis, Finance, Leadership, Teaching
Education
University of Portland 2008 — 2012
B.B.A., Finance
University Preparatory Academy 2001 — 2008
Tamarac Inc. October 2014 - Present
Tamarac Inc. April 2014 - October 2014
Tamarac Inc. September 2012 - April 2014
University of Portland October 2011 - May 2012
D.A. Davidson & Co. June 2011 - September 2011
The First Tee of Greater Seattle June 2008 - June 2011
Merrill Lynch June 2010 - December 2010
Skills
Series 7, Bloomberg, Microsoft Excel, Securities, PowerPoint, Research, Public Relations, Fundraising, Nonprofits, Microsoft Office, Life Coaching, Coaching, Community Outreach, Data Analysis, Customer Service, Time Management, Public Speaking, Leadership Development, Puppies, Portfolio Management, Teamwork, German Law, Industrial Sewing, Analysis, Finance, Leadership, Teaching
Education
University of Portland 2008 — 2012
B.B.A., Finance
University Preparatory Academy 2001 — 2008
Justin Vidovich Justin Vidovich's Tamarac Inc. Experience May 2015 - Present
Job Associate Vice President Professional Services/Service Team Manager at Tamarac Inc.
Industry Financial Services
Experience
Tamarac Inc. May 2015 - Present
Tamarac Inc. December 2013 - Present
Tamarac Inc. December 2012 - December 2013
Capitol Financial Solutions 2010 - 2012
Ciba 2009 - 2010
Skills
Series 6, Series 63, Retirement Planning, Long Term Care, Investments, Estate Planning, 401k, Insurance, SQL, Microsoft CRM, Technical Training, Personal Finance, Financial Planning, Asset Management, Annuities, Financial Analysis, Mutual Funds, Executive Pay, Asset Allocation, Investment Strategies, Portfolio Management, Leadership, Life Insurance, Microsoft Excel, Finance, CRM, Retirement, Training, Management, Microsoft Office, Financial Services, Customer Service, Wealth Management, Strategic Planning
Education
Appalachian State University
BSBA, Finance/Banking/CFP
Wesleyan Academy
Tamarac Inc. May 2015 - Present
Tamarac Inc. December 2013 - Present
Tamarac Inc. December 2012 - December 2013
Capitol Financial Solutions 2010 - 2012
Ciba 2009 - 2010
Skills
Series 6, Series 63, Retirement Planning, Long Term Care, Investments, Estate Planning, 401k, Insurance, SQL, Microsoft CRM, Technical Training, Personal Finance, Financial Planning, Asset Management, Annuities, Financial Analysis, Mutual Funds, Executive Pay, Asset Allocation, Investment Strategies, Portfolio Management, Leadership, Life Insurance, Microsoft Excel, Finance, CRM, Retirement, Training, Management, Microsoft Office, Financial Services, Customer Service, Wealth Management, Strategic Planning
Education
Appalachian State University
BSBA, Finance/Banking/CFP
Wesleyan Academy
Benjamen Ober's Tamarac Inc. Experience February 2015 - July 2015
Job Credit Risk Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2015 - Present
Tamarac Inc. February 2015 - July 2015
Lorelli & Co. August 2014 - January 2015
Cru September 2009 - December 2012
Full Tilt Poker May 2009 - September 2009
Commonwealth Foundation for Public Policy Alternatives May 2008 - August 2008
Skills
Financial Modeling, Research, Public Speaking, Leadership, Microsoft Office, Fundraising
Education
Duke University 2005 — 2009
BA, Public Policy, Religion. Minor Economics, 3.61/4.0
Southeastern Baptist Theological Seminary 2011 — 2014
Master of Divinity (M.Div.), 4.0/4.0
Credit Suisse July 2015 - Present
Tamarac Inc. February 2015 - July 2015
Lorelli & Co. August 2014 - January 2015
Cru September 2009 - December 2012
Full Tilt Poker May 2009 - September 2009
Commonwealth Foundation for Public Policy Alternatives May 2008 - August 2008
Skills
Financial Modeling, Research, Public Speaking, Leadership, Microsoft Office, Fundraising
Education
Duke University 2005 — 2009
BA, Public Policy, Religion. Minor Economics, 3.61/4.0
Southeastern Baptist Theological Seminary 2011 — 2014
Master of Divinity (M.Div.), 4.0/4.0
Ben Molthen's Tamarac Inc. Experience May 2014 - Present
Job Senior Operations Associate at Tamarac Inc.
Industry Financial Services
Experience
Tamarac Inc. May 2014 - Present
Tamarac Inc. April 2013 - May 2014
Financial Symmetry Inc January 2012 - August 2012
Jennette Brothers Food Distribution July 2011 - August 2011
Skills
Project Management, Data Analysis, Pattern Recognition, Customer Service, Time Management, Microsoft Excel
Education
North Carolina State University
B.S, Business Administration- Finance
Tamarac Inc. May 2014 - Present
Tamarac Inc. April 2013 - May 2014
Financial Symmetry Inc January 2012 - August 2012
Jennette Brothers Food Distribution July 2011 - August 2011
Skills
Project Management, Data Analysis, Pattern Recognition, Customer Service, Time Management, Microsoft Excel
Education
North Carolina State University
B.S, Business Administration- Finance
Andrew Jeffers's Tamarac Inc. Experience 2011 - 2011
Job Senior Program Manager at American Homes 4 Rent
Industry Information Technology and Services
Experience
American Homes 4 Rent 2015 - Present
Neudesic 2015 - 2015
Neudesic 2013 - 2015
Avanade 2013 - 2013
Neudesic 2011 - 2013
Tamarac Inc. 2011 - 2011
Colliers International 2010 - 2011
Colliers International 2008 - 2010
Colliers International 2006 - 2008
Colliers International 2005 - 2006
Skills
CRM, Microsoft CRM, Integration, Change Management, Business Analysis, Project Management, IT Consulting, Product Management, Scrum, Business Process..., ITIL, CRM Mobility, Email and marketing..., SharePoint, Solution Architecture, Agile Methodologies, Management, Team Leadership, Software Project..., Business Process, Software Development, Consulting, Requirements Gathering, Business Intelligence, Software Documentation, SDLC, Enterprise Software, Requirements Analysis, Cloud Computing, Enterprise Architecture, Microsoft SQL Server, SSRS, Data Migration, Databases, IT Strategy, Information Technology, Leadership, Business Requirements, Vendor Management, Disaster Recovery, Program Management, SaaS, System Deployment, Analysis, User Acceptance Testing, Microsoft Dynamics, Visio, Training, IT Management, Process Improvement
Education
City University of Seattle
Bachelor of Science (B.S.), Computer Science
Shoreline Community College
Associate of Arts (A.A.)
Shoreline Community College
Associate of Arts and Sciences (A.A.S.), Audiovisual Communications Technologies/Technicians
American Homes 4 Rent 2015 - Present
Neudesic 2015 - 2015
Neudesic 2013 - 2015
Avanade 2013 - 2013
Neudesic 2011 - 2013
Tamarac Inc. 2011 - 2011
Colliers International 2010 - 2011
Colliers International 2008 - 2010
Colliers International 2006 - 2008
Colliers International 2005 - 2006
Skills
CRM, Microsoft CRM, Integration, Change Management, Business Analysis, Project Management, IT Consulting, Product Management, Scrum, Business Process..., ITIL, CRM Mobility, Email and marketing..., SharePoint, Solution Architecture, Agile Methodologies, Management, Team Leadership, Software Project..., Business Process, Software Development, Consulting, Requirements Gathering, Business Intelligence, Software Documentation, SDLC, Enterprise Software, Requirements Analysis, Cloud Computing, Enterprise Architecture, Microsoft SQL Server, SSRS, Data Migration, Databases, IT Strategy, Information Technology, Leadership, Business Requirements, Vendor Management, Disaster Recovery, Program Management, SaaS, System Deployment, Analysis, User Acceptance Testing, Microsoft Dynamics, Visio, Training, IT Management, Process Improvement
Education
City University of Seattle
Bachelor of Science (B.S.), Computer Science
Shoreline Community College
Associate of Arts (A.A.)
Shoreline Community College
Associate of Arts and Sciences (A.A.S.), Audiovisual Communications Technologies/Technicians
Jonathan Yi Jonathan Yi's Tamarac Inc. Experience March 2014 - January 2015
Job Operations Associate at Tamarac Inc.
Industry Financial Services
Experience
Tamarac Inc. March 2014 - January 2015
Fisher Investments July 2013 - March 2014
University of San Francisco May 2013 - December 2013
Apartment List July 2013 - October 2013
Urban Solutions October 2012 - March 2013
Partners Group Real Estate, LLC April 2012 - August 2012
Romasia Bank May 2012 - July 2012
Skills
Microsoft Office, Mortgage Lending, Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Credit Analysis, Customer Service, Strategic Planning, Social Media, Public Speaking, Event Planning, Outlook, Marketing Strategy, Event Management, English, Data Analysis, Market Research, Investments, Valuation, Social Networking
Education
University of San Francisco 2011 — 2013
Business Adminstration, Finance, Senior
Valley Forge Military Academy & College 2009 — 2010
Business, Undeclared, 3.35
Tamarac Inc. March 2014 - January 2015
Fisher Investments July 2013 - March 2014
University of San Francisco May 2013 - December 2013
Apartment List July 2013 - October 2013
Urban Solutions October 2012 - March 2013
Partners Group Real Estate, LLC April 2012 - August 2012
Romasia Bank May 2012 - July 2012
Skills
Microsoft Office, Mortgage Lending, Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Credit Analysis, Customer Service, Strategic Planning, Social Media, Public Speaking, Event Planning, Outlook, Marketing Strategy, Event Management, English, Data Analysis, Market Research, Investments, Valuation, Social Networking
Education
University of San Francisco 2011 — 2013
Business Adminstration, Finance, Senior
Valley Forge Military Academy & College 2009 — 2010
Business, Undeclared, 3.35
Gigi E. Santos Gigi E. Santos's Tamarac Inc. Experience March 2015 - Present
Job HR Coordinator at Tamarac Inc.
Industry Writing and Editing
Experience
Tamarac Inc. March 2015 - Present
Invensys Operations Management March 2008 - January 2011
LA Fitness 2002 - 2007
Mueller International 2000 - 2001
Anthropologie 1999 - 2000
DKNY 1998 - 1999
Liz Claiborne 1996 - 1998
Victoria's Secret Stores 1990 - 1995
Skills
Management, Editing, Program Management, Social Media, Training, Event Planning, Human Resources, Writing, Lead Generation, Marketing, Strategy, Customer Service, Sales, Microsoft Office, Marketing Communications, Copy Editing, Public Relations, Strategic Planning
Education
California State University-Northridge
BA, Journalism
Fashion Institute of Design & Merchandising
AA, Merchandise Marketing
Tamarac Inc. March 2015 - Present
Invensys Operations Management March 2008 - January 2011
LA Fitness 2002 - 2007
Mueller International 2000 - 2001
Anthropologie 1999 - 2000
DKNY 1998 - 1999
Liz Claiborne 1996 - 1998
Victoria's Secret Stores 1990 - 1995
Skills
Management, Editing, Program Management, Social Media, Training, Event Planning, Human Resources, Writing, Lead Generation, Marketing, Strategy, Customer Service, Sales, Microsoft Office, Marketing Communications, Copy Editing, Public Relations, Strategic Planning
Education
California State University-Northridge
BA, Journalism
Fashion Institute of Design & Merchandising
AA, Merchandise Marketing
Corey Goldbeck Corey Goldbeck's Tamarac Inc. Experience April 2012 - August 2012
Job Financial Accountant
Industry Financial Services
Experience
Con-way Inc. February 2015 - Present
Menlo Logistics February 2014 - Present
Helvetia Tavern January 2007 - Present
Tamarac Inc. April 2012 - August 2012
Northwestern Mutual May 2011 - August 2011
Skills
Risk Management, Financial Analysis, Portfolio Management, Finance, Financial Services, Wealth Management, Trading, Strategic Financial..., Investments, Microsoft Excel, Accounting, Microsoft Office, Customer Service, Financial Reporting, Data Analysis, PowerPoint, VBA, Oracle Discoverer, Oracle Applications, Oracle, LMS Test.Lab, Monarch Pro, Monarch, Oracle Financials, Accounts Receivable, Invoicing, Freight Transportation, Freight Auditing, Account Reconciliation, Excel Pivot, MS Excel Pivot Tables, Communication
Education
Portland State University 2009 — 2011
BS, Finance, 3.5 GPA
Portland State University - School of Business
Bachelor's of Science, Accounting and Finance
Con-way Inc. February 2015 - Present
Menlo Logistics February 2014 - Present
Helvetia Tavern January 2007 - Present
Tamarac Inc. April 2012 - August 2012
Northwestern Mutual May 2011 - August 2011
Skills
Risk Management, Financial Analysis, Portfolio Management, Finance, Financial Services, Wealth Management, Trading, Strategic Financial..., Investments, Microsoft Excel, Accounting, Microsoft Office, Customer Service, Financial Reporting, Data Analysis, PowerPoint, VBA, Oracle Discoverer, Oracle Applications, Oracle, LMS Test.Lab, Monarch Pro, Monarch, Oracle Financials, Accounts Receivable, Invoicing, Freight Transportation, Freight Auditing, Account Reconciliation, Excel Pivot, MS Excel Pivot Tables, Communication
Education
Portland State University 2009 — 2011
BS, Finance, 3.5 GPA
Portland State University - School of Business
Bachelor's of Science, Accounting and Finance
Kendra Redman's Tamarac Inc. Experience 2008 - 2008
Job Writer and Social Media Specialist
Industry Writing and Editing
Experience
Freelance Editing and Writing Work 2008 - Present
Freelance projects 2005 - Present
Europe Express, Part of TUI, Plc June 2011 - August 2012
n-Link February 2010 - April 2011
Tamarac Inc. 2008 - 2008
Envision Telephony 2005 - 2007
Peopleware 2000 - 2005
American Community Schools 1997 - 2000
Country Day August 1996 - June 1997
Skills
Web Editing, Feature Writing, Social Media, SEO copywriting, Facebook, Advertising, Creative Writing, Online Marketing, Product Marketing, Marketing Strategy, User Interface Design, Social Networking, Copywriting, Writing, Editorial, Web Content, Blogging, Content Development, Social Media Marketing, Copy Editing, Editing, Proofreading, SEO, Web Content Management, Public Speaking, Wordpress, Email Marketing, Research, Publishing, Content Management, Newsletters
Education
University of Colorado Boulder
B.S., Journalism
University of St. Andrews
M.Litt, Writing
University of St. Andrews
TEFL certification, Teaching English as a Foreign Language
Freelance Editing and Writing Work 2008 - Present
Freelance projects 2005 - Present
Europe Express, Part of TUI, Plc June 2011 - August 2012
n-Link February 2010 - April 2011
Tamarac Inc. 2008 - 2008
Envision Telephony 2005 - 2007
Peopleware 2000 - 2005
American Community Schools 1997 - 2000
Country Day August 1996 - June 1997
Skills
Web Editing, Feature Writing, Social Media, SEO copywriting, Facebook, Advertising, Creative Writing, Online Marketing, Product Marketing, Marketing Strategy, User Interface Design, Social Networking, Copywriting, Writing, Editorial, Web Content, Blogging, Content Development, Social Media Marketing, Copy Editing, Editing, Proofreading, SEO, Web Content Management, Public Speaking, Wordpress, Email Marketing, Research, Publishing, Content Management, Newsletters
Education
University of Colorado Boulder
B.S., Journalism
University of St. Andrews
M.Litt, Writing
University of St. Andrews
TEFL certification, Teaching English as a Foreign Language
Griffin Fahling's Tamarac Inc. Experience October 2014 - Present
Job at
Industry Higher Education
Experience
Tamarac Inc. October 2014 - Present
Tamarac Inc. September 2013 - Present
Griffin Underwriting Services July 2012 - September 2013
Seattle Pacific University September 2008 - June 2012
Griffin Underwriting Services June 2008 - March 2012
The Founder Institute 2012 - 2012
BooksForU.com September 2011 - December 2011
SportsEndeavors, Inc May 2011 - August 2011
Northwest Nationals Soccer Club September 2009 - March 2010
cornerstone construction May 2004 - August 2008
Skills
Public Speaking, Event Planning, Facebook, Marketing, Microsoft Office, PowerPoint, SEO, Time Management, Customer Service, Advertising, Microsoft Excel, Social Media, Strategy, Training, Access, Management, Retail
Education
USLI Insurance 2013 — 2013
Seattle Pacific University - School of Business and Economics 2010 — 2012
Marketing
Seattle Pacific University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration
Seattle Pacific University 2008 — 2012
Bachelor of Arts, Business Administration
Tamarac Inc. October 2014 - Present
Tamarac Inc. September 2013 - Present
Griffin Underwriting Services July 2012 - September 2013
Seattle Pacific University September 2008 - June 2012
Griffin Underwriting Services June 2008 - March 2012
The Founder Institute 2012 - 2012
BooksForU.com September 2011 - December 2011
SportsEndeavors, Inc May 2011 - August 2011
Northwest Nationals Soccer Club September 2009 - March 2010
cornerstone construction May 2004 - August 2008
Skills
Public Speaking, Event Planning, Facebook, Marketing, Microsoft Office, PowerPoint, SEO, Time Management, Customer Service, Advertising, Microsoft Excel, Social Media, Strategy, Training, Access, Management, Retail
Education
USLI Insurance 2013 — 2013
Seattle Pacific University - School of Business and Economics 2010 — 2012
Marketing
Seattle Pacific University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration
Seattle Pacific University 2008 — 2012
Bachelor of Arts, Business Administration
Tyler Byrd's Tamarac Inc. Experience March 2012 - March 2015
Job Business Analyst at Transportation Impact, LLC
Industry Logistics and Supply Chain
Experience
Transportation Impact, LLC April 2015 - Present
Tamarac Inc. March 2012 - March 2015
Magellan Transport Logistics December 2010 - January 2012
Schonfeld Securities July 2010 - October 2010
Lawise Linguistic and Consulting Co. July 2009 - August 2009
Chapel Hill Investment Advisors March 2009 - April 2009
Education
University of North Carolina at Chapel Hill 2006 — 2010
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2006 — 2010
Bachelor of Science (BS), Business Administration
Transportation Impact, LLC April 2015 - Present
Tamarac Inc. March 2012 - March 2015
Magellan Transport Logistics December 2010 - January 2012
Schonfeld Securities July 2010 - October 2010
Lawise Linguistic and Consulting Co. July 2009 - August 2009
Chapel Hill Investment Advisors March 2009 - April 2009
Education
University of North Carolina at Chapel Hill 2006 — 2010
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2006 — 2010
Bachelor of Science (BS), Business Administration
Emily Lindgren's Tamarac Inc. Experience May 2015 - Present
Job Senior Operations Associate at Tamarac Inc.
Industry Computer Software
Experience
Tamarac Inc. May 2015 - Present
Tamarac Inc. June 2014 - April 2015
Maxwell Morgan, LLC January 2012 - June 2014
Bohemian Asset Management May 2011 - January 2012
UP Honors Program January 2010 - January 2012
The Beacon August 2010 - May 2011
Spicewood Dermatology, P.A. May 2005 - August 2009
Skills
Financial Modeling, Advertising, Microsoft Office, Microsoft Excel, Editing, Research, PowerPoint, Marketing, Data Analysis
Education
University of Portland 2008 — 2012
BBA, Global Business (Economics), Finance, French Studies
Tamarac Inc. May 2015 - Present
Tamarac Inc. June 2014 - April 2015
Maxwell Morgan, LLC January 2012 - June 2014
Bohemian Asset Management May 2011 - January 2012
UP Honors Program January 2010 - January 2012
The Beacon August 2010 - May 2011
Spicewood Dermatology, P.A. May 2005 - August 2009
Skills
Financial Modeling, Advertising, Microsoft Office, Microsoft Excel, Editing, Research, PowerPoint, Marketing, Data Analysis
Education
University of Portland 2008 — 2012
BBA, Global Business (Economics), Finance, French Studies
Lisa Chowthi's Tamarac Inc. Experience October 2013 - July 2015
Job MIS Candidate, NC State University
Industry International Affairs
Experience
Tamarac Inc. October 2013 - July 2015
Credit Suisse January 2013 - October 2013
Skills
Fixed Income, Derivatives, FX Options, Equities, Investment Banking, Portfolio Management, Financial Modeling, Customer Service, Management, Economics, Microsoft Word, Microsoft Office, Finance, Leadership, Time Management, PowerPoint
Education
North Carolina State University 2015 — 2017
Master of International Studies, International Program Administration
Universidad Publica de Navarra 2012 — 2012
Study Abroad, International Economics
North Carolina State University 2008 — 2012
Bachelor of Arts (BA), Economics, Minor in Business Administration and Spanish
Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM 2010 — 2010
Study Abroad, International Business
Tamarac Inc. October 2013 - July 2015
Credit Suisse January 2013 - October 2013
Skills
Fixed Income, Derivatives, FX Options, Equities, Investment Banking, Portfolio Management, Financial Modeling, Customer Service, Management, Economics, Microsoft Word, Microsoft Office, Finance, Leadership, Time Management, PowerPoint
Education
North Carolina State University 2015 — 2017
Master of International Studies, International Program Administration
Universidad Publica de Navarra 2012 — 2012
Study Abroad, International Economics
North Carolina State University 2008 — 2012
Bachelor of Arts (BA), Economics, Minor in Business Administration and Spanish
Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM 2010 — 2010
Study Abroad, International Business
Darryl Celkupa Darryl Celkupa's Tamarac Inc. Experience May 2011 - June 2012
Job Vice President at Matthews Asia
Industry Investment Management
Experience
Matthews Asia February 2013 - Present
Tamarac Inc. May 2011 - June 2012
Russell Investments 2006 - May 2011
Prudential Investments 1998 - 2005
INVESCO Funds Group 1997 - 1998
Warburg Pincus Funds 1994 - 1997
Skills
Alternative Investments, New Business Development, Investments, Separately Managed..., mutual funds, Relationship Management, Product Marketing, Sales Management, Corporate Social..., Mutual Funds, Asset Allocation, Strategy, Portfolio Management, Investment Management, Financial Services, Fixed Income, Equities, Business Development
Education
University of Pennsylvania - The Wharton School 1992 — 1994
MBA, Finance
Princeton University 1984 — 1988
AB, Sociology
Matthews Asia February 2013 - Present
Tamarac Inc. May 2011 - June 2012
Russell Investments 2006 - May 2011
Prudential Investments 1998 - 2005
INVESCO Funds Group 1997 - 1998
Warburg Pincus Funds 1994 - 1997
Skills
Alternative Investments, New Business Development, Investments, Separately Managed..., mutual funds, Relationship Management, Product Marketing, Sales Management, Corporate Social..., Mutual Funds, Asset Allocation, Strategy, Portfolio Management, Investment Management, Financial Services, Fixed Income, Equities, Business Development
Education
University of Pennsylvania - The Wharton School 1992 — 1994
MBA, Finance
Princeton University 1984 — 1988
AB, Sociology
Josh Hampton Josh Hampton's Tamarac Inc. Experience November 2011 - May 2012
Job Associate Vice President, Implementation Consultant at Envestnet | Tamarac
Industry Financial Services
Experience
Envestnet Tamarac April 2015 - Present
Envestnet Tamarac July 2014 - April 2015
Envestnet Tamarac June 2013 - July 2014
Envestnet Tamarac May 2012 - June 2013
Tamarac Inc. November 2011 - May 2012
Josh Hampton Painting June 2010 - October 2011
Portfolio Management I, II, and III (Gonzaga University courses) January 2009 - May 2010
Gonzaga University September 2008 - March 2009
Gonzaga University May 2008 - July 2008
Gonzaga University September 2006 - May 2008
Skills
Financial Analysis, Analysis, Entrepreneurship, Access, Management, Fundraising, Microsoft Excel, PowerPoint, Customer Service, Research, Investments, Outlook, Accounting, Time Management, Strategy
Education
Gonzaga University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance and Economics
Envestnet Tamarac April 2015 - Present
Envestnet Tamarac July 2014 - April 2015
Envestnet Tamarac June 2013 - July 2014
Envestnet Tamarac May 2012 - June 2013
Tamarac Inc. November 2011 - May 2012
Josh Hampton Painting June 2010 - October 2011
Portfolio Management I, II, and III (Gonzaga University courses) January 2009 - May 2010
Gonzaga University September 2008 - March 2009
Gonzaga University May 2008 - July 2008
Gonzaga University September 2006 - May 2008
Skills
Financial Analysis, Analysis, Entrepreneurship, Access, Management, Fundraising, Microsoft Excel, PowerPoint, Customer Service, Research, Investments, Outlook, Accounting, Time Management, Strategy
Education
Gonzaga University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance and Economics
Rich Choi Rich Choi's Tamarac Inc. Experience September 2009 - May 2010
Job A presales Dynamics CRM Specialist at Microsoft, that demonstrates how Dynamics CRM can help your business needs.
Industry Information Technology and Services
Experience
Microsoft Corporation May 2010 - Present
Tamarac Inc September 2009 - May 2010
Avanade June 2008 - July 2009
Ascentium Corp May 2007 - June 2008
Verus, Inc November 2005 - May 2007
Write Image Inc August 2004 - November 2005
Skills
Microsoft CRM, Customer Service, Customer Relations, Data Migration, Business Analysis, Pre-sales, Requirements Analysis, Cloud Computing, Consultancy, Solution Selling, Business Process
Education
University of Hawaii at Manoa 2002 — 2004
BA, Communications; Sociology
Shoreline Community College 1996 — 1999
AA, Arts and Science
Microsoft Corporation May 2010 - Present
Tamarac Inc September 2009 - May 2010
Avanade June 2008 - July 2009
Ascentium Corp May 2007 - June 2008
Verus, Inc November 2005 - May 2007
Write Image Inc August 2004 - November 2005
Skills
Microsoft CRM, Customer Service, Customer Relations, Data Migration, Business Analysis, Pre-sales, Requirements Analysis, Cloud Computing, Consultancy, Solution Selling, Business Process
Education
University of Hawaii at Manoa 2002 — 2004
BA, Communications; Sociology
Shoreline Community College 1996 — 1999
AA, Arts and Science
Nathan Rekdahl Nathan Rekdahl's Tamarac Inc. Experience August 2015 - Present
Job Operations Associate at Tamarac Inc.
Industry Financial Services
Experience
Tamarac Inc. August 2015 - Present
Porch August 2014 - June 2015
Vanguard February 2013 - August 2014
Costco Wholesale March 2012 - January 2013
Merrill Lynch August 2011 - December 2011
Skills
Financial Analysis, Sales, Securities, Financial Services, Wealth Management, Retirement Planning, Financial Modeling, Financial Advisory, Communication Skills, Networking, Economics, Investments, Microsoft Excel, Finance, Asset Allocation, PowerPoint, Forecasting
Education
University of Arizona 2009 — 2012
Bachelor's degree, Economics
University of Washington 2008 — 2009
Tamarac Inc. August 2015 - Present
Porch August 2014 - June 2015
Vanguard February 2013 - August 2014
Costco Wholesale March 2012 - January 2013
Merrill Lynch August 2011 - December 2011
Skills
Financial Analysis, Sales, Securities, Financial Services, Wealth Management, Retirement Planning, Financial Modeling, Financial Advisory, Communication Skills, Networking, Economics, Investments, Microsoft Excel, Finance, Asset Allocation, PowerPoint, Forecasting
Education
University of Arizona 2009 — 2012
Bachelor's degree, Economics
University of Washington 2008 — 2009
Craig Walton Craig Walton's Tamarac Inc. Experience April 2014 - March 2015
Job Business Process Engineer at Capital One
Industry Performing Arts
Experience
Capital One May 2015 - Present
MoneyGuidePro (PIEtech, Inc.) March 2015 - May 2015
Tamarac Inc. April 2014 - March 2015
HCL Technologies October 2013 - April 2014
Independent Contractor September 2007 - April 2014
West Johnston High School 2012 - 2013
O'Charley's September 2004 - September 2007
Skills
Marketing, Accounting, Customer Service, Microsoft Office, Economics, Financial Analysis, Finance, Microsoft Excel, Financial Services, Management, Econometrics, Financial Risk, Team Leadership, Operational Efficiency, Consulting, Employee Training, Volunteering, Audacity, PowerPoint, Microsoft Word, Outlook, Game Theory, Choreography, Six Sigma, R, Eviews, Statistical Data..., Statistical Modeling, SQL
Education
East Carolina University 2007 — 2012
Bachelor of Science (BS), Applied Economics
Cary High School 2003 — 2007
Capital One May 2015 - Present
MoneyGuidePro (PIEtech, Inc.) March 2015 - May 2015
Tamarac Inc. April 2014 - March 2015
HCL Technologies October 2013 - April 2014
Independent Contractor September 2007 - April 2014
West Johnston High School 2012 - 2013
O'Charley's September 2004 - September 2007
Skills
Marketing, Accounting, Customer Service, Microsoft Office, Economics, Financial Analysis, Finance, Microsoft Excel, Financial Services, Management, Econometrics, Financial Risk, Team Leadership, Operational Efficiency, Consulting, Employee Training, Volunteering, Audacity, PowerPoint, Microsoft Word, Outlook, Game Theory, Choreography, Six Sigma, R, Eviews, Statistical Data..., Statistical Modeling, SQL
Education
East Carolina University 2007 — 2012
Bachelor of Science (BS), Applied Economics
Cary High School 2003 — 2007
Stuart DePina's Tamarac Inc. Experience January 2007 - May 2012
Job President
Industry Executive Office
Experience
Envestnet Tamarac May 2012 - Present
Tamarac, Inc January 2007 - May 2012
Who's Calling April 2004 - December 2006
xSides Corporation July 1999 - March 2004
Ticketmaster, IACI October 1995 - July 1999
KPMG LLP August 1984 - October 1995
Skills
SaaS, Cloud-based, Mergers & Acquisitions, Divestiture Experience, Initial Public Offerings, Capital Raising, Start-ups, Strategic Planning, Sales&Marketing, Building High..., Product Development, Implementation Planning, Key Client Relationships, Financial Structuring, SEC filings, Team Building, Strategy, Business Strategy, Leadership, Business Development, Management, Mergers, Investments, Pricing, Contract Negotiation, Financial & Operational..., E-commerce, Sales, Product Management, Salesforce.com, IPO, Product Marketing, Marketing, CRM, Venture Capital, Executive Management, Lead Generation
Education
The University of Texas at Austin 1981 — 1984
BS, Accounting
Envestnet Tamarac May 2012 - Present
Tamarac, Inc January 2007 - May 2012
Who's Calling April 2004 - December 2006
xSides Corporation July 1999 - March 2004
Ticketmaster, IACI October 1995 - July 1999
KPMG LLP August 1984 - October 1995
Skills
SaaS, Cloud-based, Mergers & Acquisitions, Divestiture Experience, Initial Public Offerings, Capital Raising, Start-ups, Strategic Planning, Sales&Marketing, Building High..., Product Development, Implementation Planning, Key Client Relationships, Financial Structuring, SEC filings, Team Building, Strategy, Business Strategy, Leadership, Business Development, Management, Mergers, Investments, Pricing, Contract Negotiation, Financial & Operational..., E-commerce, Sales, Product Management, Salesforce.com, IPO, Product Marketing, Marketing, CRM, Venture Capital, Executive Management, Lead Generation
Education
The University of Texas at Austin 1981 — 1984
BS, Accounting
Stacy Johnson Christopher's Tamarac Inc. Experience March 2008 - June 2013
Job Engineering Manager at Changepoint (formerly Daptiv)
Industry Computer Software
Experience
Daptiv July 2013 - Present
Tamarac Inc. March 2008 - June 2013
Microsoft March 2007 - March 2008
Ignite Analytics December 2004 - November 2006
Springload 1999 - 2004
Cybersight 1997 - 1999
Skills
C#, Agile Methodologies, Software Design, Architecture, SQL, Microsoft SQL Server, XML, Java, Software Project..., JavaScript, C++, .NET, SaaS, ASP.NET, T-SQL, AJAX, Architectures
Education
Georgia Institute of Technology
B.S., Computer Science
University of Washington
Certificate, Java 2 Programming
Daptiv July 2013 - Present
Tamarac Inc. March 2008 - June 2013
Microsoft March 2007 - March 2008
Ignite Analytics December 2004 - November 2006
Springload 1999 - 2004
Cybersight 1997 - 1999
Skills
C#, Agile Methodologies, Software Design, Architecture, SQL, Microsoft SQL Server, XML, Java, Software Project..., JavaScript, C++, .NET, SaaS, ASP.NET, T-SQL, AJAX, Architectures
Education
Georgia Institute of Technology
B.S., Computer Science
University of Washington
Certificate, Java 2 Programming
Aaron Sellsted's Tamarac Inc. Experience June 2011 - January 2012
Job AVP Portfolio Accounting System Implementation at Envestnet | Tamarac
Industry Financial Services
Experience
Travel February 2014 - December 2014
Envestnet Tamarac July 2013 - February 2014
Envestnet Tamarac September 2012 - June 2013
Envestnet Tamarac January 2012 - September 2012
Tamarac Inc. June 2011 - January 2012
Private Wealth Northwest January 2011 - June 2011
Vestas April 2010 - August 2010
Central Washington University September 2006 - June 2008
Skills
Financial Modeling, Data Analysis, Project Management, Process Improvement, SQL, R, PortfolioCenter, Microsoft Excel
Education
Portland State University - School of Business 2009 — 2010
Master of Science, Financial Analysis
Central Washington University 2004 — 2008
Bachelor of Science, Managerial Economics & Business Administration with specialization in Finance
Travel February 2014 - December 2014
Envestnet Tamarac July 2013 - February 2014
Envestnet Tamarac September 2012 - June 2013
Envestnet Tamarac January 2012 - September 2012
Tamarac Inc. June 2011 - January 2012
Private Wealth Northwest January 2011 - June 2011
Vestas April 2010 - August 2010
Central Washington University September 2006 - June 2008
Skills
Financial Modeling, Data Analysis, Project Management, Process Improvement, SQL, R, PortfolioCenter, Microsoft Excel
Education
Portland State University - School of Business 2009 — 2010
Master of Science, Financial Analysis
Central Washington University 2004 — 2008
Bachelor of Science, Managerial Economics & Business Administration with specialization in Finance
Scott Hendricks's Tamarac Inc. Experience November 2010 - June 2011
Job QA Engineer at ATG STORES
Industry Computer Software
Experience
ATG STORES March 2015 - Present
Avanade September 2014 - December 2014
AIM Consulting Group June 2012 - July 2014
UltraBac Software July 2011 - June 2012
Tamarac Inc. November 2010 - June 2011
UltraBac Software 2006 - 2009
Volt Information Sciences 2005 - 2006
Microsoft 2001 - 2005
Skills
Microsoft SQL Server, Visual Studio, Windows, Software Development, XML, Enterprise Software, C#, VBScript, Microsoft Exchange, Software Design, Disaster Recovery, Software Testing, Agile Testing, Quality Assurance
Education
University of California, Davis 1989 — 1995
Bachelor of Science (BS), Design
ATG STORES March 2015 - Present
Avanade September 2014 - December 2014
AIM Consulting Group June 2012 - July 2014
UltraBac Software July 2011 - June 2012
Tamarac Inc. November 2010 - June 2011
UltraBac Software 2006 - 2009
Volt Information Sciences 2005 - 2006
Microsoft 2001 - 2005
Skills
Microsoft SQL Server, Visual Studio, Windows, Software Development, XML, Enterprise Software, C#, VBScript, Microsoft Exchange, Software Design, Disaster Recovery, Software Testing, Agile Testing, Quality Assurance
Education
University of California, Davis 1989 — 1995
Bachelor of Science (BS), Design
Chase Helpingstine's Tamarac Inc. Experience May 2013 - May 2015
Job CAAP Santa Clara University
Industry Accounting
Experience
Santa Clara University June 2015 - Present
Tamarac Inc. May 2013 - May 2015
Capitol Financial Solutions January 2012 - April 2013
Education
Santa Clara University - Leavey School of Business 2015 — 2015
Certificate of Advanced Accounting Proficiency, Accounting
Elon University - Martha and Spencer Love School of Business 2007 — 2011
Bachelor of Science in Business Administration, Finance
Santa Clara University June 2015 - Present
Tamarac Inc. May 2013 - May 2015
Capitol Financial Solutions January 2012 - April 2013
Education
Santa Clara University - Leavey School of Business 2015 — 2015
Certificate of Advanced Accounting Proficiency, Accounting
Elon University - Martha and Spencer Love School of Business 2007 — 2011
Bachelor of Science in Business Administration, Finance
Kent Willett's Tamarac Inc. Experience September 2015 - Present
Job Operations Associate at Tamarac Inc.
Industry Investment Management
Experience
Tamarac Inc. September 2015 - Present
Willett Lawn Care, LLC 2015 - Present
Pettinga Financial Advisors August 2013 - February 2015
Pizza Chef of Newburgh April 2012 - October 2014
FLANDERS September 2012 - August 2013
First Federal Savings Bank May 2011 - September 2012
Murray State University 2009 - 2011
Education
Murray State University 2007 — 2011
Bachelor of Science, Marketing
Tamarac Inc. September 2015 - Present
Willett Lawn Care, LLC 2015 - Present
Pettinga Financial Advisors August 2013 - February 2015
Pizza Chef of Newburgh April 2012 - October 2014
FLANDERS September 2012 - August 2013
First Federal Savings Bank May 2011 - September 2012
Murray State University 2009 - 2011
Education
Murray State University 2007 — 2011
Bachelor of Science, Marketing
Anthony Blueford's Tamarac Inc. Experience May 2015 - Present
Job Operations Associate at Tamarac Inc.
Industry Financial Services
Experience
Tamarac Inc. May 2015 - Present
Tamarac Inc. June 2014 - May 2015
Parametric October 2013 - May 2014
Optum/Highline Medical Center July 2013 - September 2013
Humboldt State University May 2012 - July 2013
Humboldt State University May 2011 - May 2012
Humboldt State University August 2008 - May 2011
Target August 2008 - May 2009
Skills
Customer Service, Cashiering, Cash Handling, Microsoft Excel, PeopleSoft, PeopleSoft Financial, Retail, Research, PowerPoint, Word, Filing, Document Scanning, Teamwork, Writing, Blackberry, iPod, Raiser's Edge, Highly Reliable, Problem Solving, Meditech, Employee Training, Communication, Event Management, Cash Flow, Microsoft Word, Scanners, Analysis, Spreadsheets, Data Entry, Time Management, Outlook, Telephone Skills, Critical Thinking, Data Analysis, Account Reconciliation
Education
Humboldt State University 2007 — 2012
Business Administration, Management
Tamarac Inc. May 2015 - Present
Tamarac Inc. June 2014 - May 2015
Parametric October 2013 - May 2014
Optum/Highline Medical Center July 2013 - September 2013
Humboldt State University May 2012 - July 2013
Humboldt State University May 2011 - May 2012
Humboldt State University August 2008 - May 2011
Target August 2008 - May 2009
Skills
Customer Service, Cashiering, Cash Handling, Microsoft Excel, PeopleSoft, PeopleSoft Financial, Retail, Research, PowerPoint, Word, Filing, Document Scanning, Teamwork, Writing, Blackberry, iPod, Raiser's Edge, Highly Reliable, Problem Solving, Meditech, Employee Training, Communication, Event Management, Cash Flow, Microsoft Word, Scanners, Analysis, Spreadsheets, Data Entry, Time Management, Outlook, Telephone Skills, Critical Thinking, Data Analysis, Account Reconciliation
Education
Humboldt State University 2007 — 2012
Business Administration, Management
Wondwossen Degefu's Tamarac Inc. Experience May 2010 - June 2014
Job Computing Architect at Boeing
Industry Computer Software
Experience
Boeing June 2014 - Present
Tamarac Inc. May 2010 - June 2014
Skills
SQL, C#, SQL Server, Windows, Operating Systems, HTML + CSS, Microsoft Dynamics CRM, .NET, Microsoft CRM, Software Development, Agile Methodologies, CRM, Microsoft SQL Server
Education
Maharishi University of Management 2008 — 2010
Computer Science, Computer Software Engineering
Addis Ababa University 2001 — 2005
Bachelor's degree, Computer Science
Boeing June 2014 - Present
Tamarac Inc. May 2010 - June 2014
Skills
SQL, C#, SQL Server, Windows, Operating Systems, HTML + CSS, Microsoft Dynamics CRM, .NET, Microsoft CRM, Software Development, Agile Methodologies, CRM, Microsoft SQL Server
Education
Maharishi University of Management 2008 — 2010
Computer Science, Computer Software Engineering
Addis Ababa University 2001 — 2005
Bachelor's degree, Computer Science
Ben Courts's Tamarac Inc. Experience March 2014 - Present
Job Experienced and Enterprising Financial Services Representative
Industry Financial Services
Experience
Tamarac Inc. March 2014 - Present
SECU September 2011 - February 2014
New York Life Insurance Company March 2011 - July 2011
Johnson & D'Bella, CPA PA January 2011 - February 2011
Medlin-Davis Cleaners September 2010 - February 2011
Howard, Green & Moye, LLP December 2010 - December 2010
Law Offices of F. Bryan Brice, Jr. May 2009 - August 2010
Skills
Life Insurance, Long Term Care Insurance, Credit Analysis, Loans, Credit, Banking, Consumer Lending, IRAs
Education
North Carolina State University 2005 — 2010
Bachelor's, Agricultural Business Management, Minors in Economics and Italian Studies
Tamarac Inc. March 2014 - Present
SECU September 2011 - February 2014
New York Life Insurance Company March 2011 - July 2011
Johnson & D'Bella, CPA PA January 2011 - February 2011
Medlin-Davis Cleaners September 2010 - February 2011
Howard, Green & Moye, LLP December 2010 - December 2010
Law Offices of F. Bryan Brice, Jr. May 2009 - August 2010
Skills
Life Insurance, Long Term Care Insurance, Credit Analysis, Loans, Credit, Banking, Consumer Lending, IRAs
Education
North Carolina State University 2005 — 2010
Bachelor's, Agricultural Business Management, Minors in Economics and Italian Studies
Drew Schoentrup's Tamarac Inc. Experience April 2013 - Present
Job Account Coordinator at Envestnet, Inc
Industry Research
Experience
Tamarac Inc. April 2013 - Present
Harbor Regional Center May 2012 - August 2012
Pepperdine University November 2011 - August 2012
Pepperdine University August 2011 - August 2012
Skills
Community Outreach, Microsoft Office, Account Management, Project Coordination, Events Coordination, SPSS, Active Directory, Microsoft CRM, Psychology, Editing
Education
Mississippi State University 2015 — 2017
Master of Business Administration (M.B.A.), Business Administration and Management, General
Pepperdine University 2011 — 2012
Master of Arts (M.A.), Clinical Psychology, 3.975
Gonzaga University 2007 — 2011
Bachelor of Arts (B.A.), Psychology, 3.59
Tamarac Inc. April 2013 - Present
Harbor Regional Center May 2012 - August 2012
Pepperdine University November 2011 - August 2012
Pepperdine University August 2011 - August 2012
Skills
Community Outreach, Microsoft Office, Account Management, Project Coordination, Events Coordination, SPSS, Active Directory, Microsoft CRM, Psychology, Editing
Education
Mississippi State University 2015 — 2017
Master of Business Administration (M.B.A.), Business Administration and Management, General
Pepperdine University 2011 — 2012
Master of Arts (M.A.), Clinical Psychology, 3.975
Gonzaga University 2007 — 2011
Bachelor of Arts (B.A.), Psychology, 3.59
Angie Zhong's Tamarac Inc. Experience August 2013 - November 2014
Job Operations Associate at Tamarac Inc.
Industry Information Technology and Services
Experience
Tamarac Inc. August 2013 - November 2014
North Carolina State University May 2012 - June 2013
SIGMA CAPITAL GROUP April 2011 - April 2012
Skills
SQL, Microsoft SQL Server, SSRS, Statistics, Data Analysis, Economics, Microsoft Office, Due Diligence, Research, Market Research, Finance, Qualitative Research, Microsoft Excel
Education
North Carolina State University 2008 — 2011
Bachelor of Science (B.S.), Economics, university valedictorian
North Carolina State University
Bachelor of Science, Economics
Tamarac Inc. August 2013 - November 2014
North Carolina State University May 2012 - June 2013
SIGMA CAPITAL GROUP April 2011 - April 2012
Skills
SQL, Microsoft SQL Server, SSRS, Statistics, Data Analysis, Economics, Microsoft Office, Due Diligence, Research, Market Research, Finance, Qualitative Research, Microsoft Excel
Education
North Carolina State University 2008 — 2011
Bachelor of Science (B.S.), Economics, university valedictorian
North Carolina State University
Bachelor of Science, Economics
Omar Grubb's Tamarac Inc. Experience January 2000 - March 2012
Job LEAD FLOOR TECH AT RIVERSIDE MEMORIAL HOSPITAL
Industry Hospital & Health Care
Experience
GF HORNE May 2012 - Present
Tamarac Inc January 2000 - March 2012
Education
ECPI University 1995 — 1997
Associate's degree, Computer and Information Sciences and Support Services
GF HORNE May 2012 - Present
Tamarac Inc January 2000 - March 2012
Education
ECPI University 1995 — 1997
Associate's degree, Computer and Information Sciences and Support Services
Antony Wood's Tamarac Inc. Experience April 2015 - Present
Job Tamarac Envestnet
Industry Computer Software
Experience
Tamarac Inc. April 2015 - Present
House-Autry Mills September 2012 - April 2015
Fossil Group, Inc. June 2009 - June 2012
Skills
Quality Assurance, Food, Food Safety, HACCP, Product Development, Continuous Improvement, Quality System, GMP, Sales Management, Quality Management, SQL, Computer Software...
Education
Johnston Community College 2013 — 2013
Certification, Biotechnology
Johnston Community College 2005 — 2007
Associate's Degree, Business Administration and Management, General
Tamarac Inc. April 2015 - Present
House-Autry Mills September 2012 - April 2015
Fossil Group, Inc. June 2009 - June 2012
Skills
Quality Assurance, Food, Food Safety, HACCP, Product Development, Continuous Improvement, Quality System, GMP, Sales Management, Quality Management, SQL, Computer Software...
Education
Johnston Community College 2013 — 2013
Certification, Biotechnology
Johnston Community College 2005 — 2007
Associate's Degree, Business Administration and Management, General
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY