Vertex Inc.
Industry: Software company
DescriptionHeadquarters: Pennsylvania, United States Founded: 1978 Subsidiaries: Vertex Global Tax Solutions Ltd., Vertex Tax Technology Enterprises, L.L.C.
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Vertex Inc. Employees
Employee
Years
Job
Industry
Nicole Birdsey, MS Nicole Birdsey, MS's Vertex Inc. Experience March 2013 - Present
Job Consultant
Industry Financial Services
Experience
VERTEX, Inc. March 2013 - Present
DST Insurance Solutions at DST Systems January 2012 - June 2012
MassMutual Financial Group November 2007 - January 2012
MassMutual Financial Group November 2002 - November 2007
Danaher - Gems Sensors January 2001 - November 2001
Danaher - Sensors and Controls August 2000 - January 2001
Danaher - Jacobs Vehicle Systems 1999 - 2000
Danaher - Jacobs Vehicle Systems 1996 - 1999
Skills
Insurance, Compliance, System Conversion, SDLC, Business Process..., Business Requirements, Requirements Gathering, Change Management, Lean Manufacturing, Six Sigma, Service Level Agreements, Business Analysis, Business Architecture, Team Leadership, Strategy Implementation, Project Management, Program Management, Management, Operations Management, Leadership, Business Technology..., Project Planning, Business Process..., Vendor Management, Coaching, User Acceptance Testing, PMO, Training, Agile Methodologies
Education
Bay Path College
MS, Communications and Information Management
Blackburn College
BA, English and Communications
MassMutual Financial Group (Internal Training)
Six Sigma Green Belt
San Jose State University
Certificate, Marketing Communications
VERTEX, Inc. March 2013 - Present
DST Insurance Solutions at DST Systems January 2012 - June 2012
MassMutual Financial Group November 2007 - January 2012
MassMutual Financial Group November 2002 - November 2007
Danaher - Gems Sensors January 2001 - November 2001
Danaher - Sensors and Controls August 2000 - January 2001
Danaher - Jacobs Vehicle Systems 1999 - 2000
Danaher - Jacobs Vehicle Systems 1996 - 1999
Skills
Insurance, Compliance, System Conversion, SDLC, Business Process..., Business Requirements, Requirements Gathering, Change Management, Lean Manufacturing, Six Sigma, Service Level Agreements, Business Analysis, Business Architecture, Team Leadership, Strategy Implementation, Project Management, Program Management, Management, Operations Management, Leadership, Business Technology..., Project Planning, Business Process..., Vendor Management, Coaching, User Acceptance Testing, PMO, Training, Agile Methodologies
Education
Bay Path College
MS, Communications and Information Management
Blackburn College
BA, English and Communications
MassMutual Financial Group (Internal Training)
Six Sigma Green Belt
San Jose State University
Certificate, Marketing Communications
Lynn Marie Gadue, FLMI, ACE, PMP Lynn Marie Gadue, FLMI, ACE, PMP's Vertex Inc. Experience November 2007 - July 2014
Job Vice President, Technology Solutions at AmeriLife Group LLC
Industry Insurance
Experience
AmeriLife Group LLC January 2015 - Present
The Life and Annuity Group July 2014 - January 2015
VERTEX, Inc. November 2007 - July 2014
FUTURITY FIRST Insurance Group November 2007 - February 2010
Lynn Gadue LLC May 2006 - December 2009
Aplify (fka Blue Frog Solutions) July 2006 - November 2007
VERTEX, Inc. July 1998 - March 2006
MedSpan Health Options June 1997 - July 1998
The Leverage Group March 1995 - June 1997
The Travelers May 1989 - March 1995
Skills
Ideation, Strategic Planning, Program Management, Resource Management, Budget Administration, Business Development, Team Building, Vendor & System..., Vendor Management, Project Management, Business Analysis, Solution Design, Testing & Quality..., Workflow Re-engineering, Training, Problem Solving, Oral & Written..., Negotiation, Facilitator, Presentations, Public Speaking, e-Commerce & Straight..., ACORD, DTCC, IRI (fka NAVA), Solution Architecture, Insurance, Annuities, Life Insurance, Business Process..., Leadership, Cost Benefit Analysis, Technology..., Customer Service, Web Design, Sales & Marketing, Fixed Annuities, Management Consulting, Cross-functional Team..., Budgets, Enterprise Architecture, Financial Services, Integration, CRM, Cost Benefit, Strategy, Project Planning, SDLC, Business Requirements, Testing
Education
The University of Connecticut
Bachelor of Arts, Economics
Project Management Institute / Project Management Academy
PMP - Project Management Professional
ACORD
ACE - ACORD Certified Expert, Life Annuity Health
LOMA - Life Office Management Association
FLMI - Fellow, Life Management Institute
Health Insurance Association of America
Health Care Associate
Manchester Community College
Computer Sciences
Hall High School
AmeriLife Group LLC January 2015 - Present
The Life and Annuity Group July 2014 - January 2015
VERTEX, Inc. November 2007 - July 2014
FUTURITY FIRST Insurance Group November 2007 - February 2010
Lynn Gadue LLC May 2006 - December 2009
Aplify (fka Blue Frog Solutions) July 2006 - November 2007
VERTEX, Inc. July 1998 - March 2006
MedSpan Health Options June 1997 - July 1998
The Leverage Group March 1995 - June 1997
The Travelers May 1989 - March 1995
Skills
Ideation, Strategic Planning, Program Management, Resource Management, Budget Administration, Business Development, Team Building, Vendor & System..., Vendor Management, Project Management, Business Analysis, Solution Design, Testing & Quality..., Workflow Re-engineering, Training, Problem Solving, Oral & Written..., Negotiation, Facilitator, Presentations, Public Speaking, e-Commerce & Straight..., ACORD, DTCC, IRI (fka NAVA), Solution Architecture, Insurance, Annuities, Life Insurance, Business Process..., Leadership, Cost Benefit Analysis, Technology..., Customer Service, Web Design, Sales & Marketing, Fixed Annuities, Management Consulting, Cross-functional Team..., Budgets, Enterprise Architecture, Financial Services, Integration, CRM, Cost Benefit, Strategy, Project Planning, SDLC, Business Requirements, Testing
Education
The University of Connecticut
Bachelor of Arts, Economics
Project Management Institute / Project Management Academy
PMP - Project Management Professional
ACORD
ACE - ACORD Certified Expert, Life Annuity Health
LOMA - Life Office Management Association
FLMI - Fellow, Life Management Institute
Health Insurance Association of America
Health Care Associate
Manchester Community College
Computer Sciences
Hall High School
Randall Lang Randall Lang's Vertex Inc. Experience 2009 - Present
Job Senior Product Technical Specialist at Vertex Inc.
Industry Computer Software
Experience
Vertex Inc. 2009 - Present
BIPT Inc 2007 - 2009
Risk Services LLC 2006 - 2007
Bankers Insurance 2004 - 2006
FCCI 1996 - 2004
WBL/Speedling 1990 - 1996
Price Waterhouse 1988 - 1990
Skills
Software Development, Business Analysis, SQL, Access, Microsoft Excel, Project Management, Microsoft Office, Auditing, Budgets, Analysis, Financial Reporting, Accounting, Business Intelligence, Insurance, Financial Analysis, Strategic Planning
Education
The Institutes 1997 — 2011
CPCU, Commerical Insurance
University of South Florida 1985 — 1987
MBA, Information Technolgy
University of Florida 1977 — 1979
Bachelor of Science, Accounting
Vertex Inc. 2009 - Present
BIPT Inc 2007 - 2009
Risk Services LLC 2006 - 2007
Bankers Insurance 2004 - 2006
FCCI 1996 - 2004
WBL/Speedling 1990 - 1996
Price Waterhouse 1988 - 1990
Skills
Software Development, Business Analysis, SQL, Access, Microsoft Excel, Project Management, Microsoft Office, Auditing, Budgets, Analysis, Financial Reporting, Accounting, Business Intelligence, Insurance, Financial Analysis, Strategic Planning
Education
The Institutes 1997 — 2011
CPCU, Commerical Insurance
University of South Florida 1985 — 1987
MBA, Information Technolgy
University of Florida 1977 — 1979
Bachelor of Science, Accounting
Irwin Aguilar Irwin Aguilar's Vertex Inc. Experience August 2015 - Present
Job Sr Business Analyst
Industry Information Technology and Services
Experience
VERTEX, Inc. August 2015 - Present
Cognizant September 2013 - Present
Cognizant February 2013 - December 2013
Cognizant June 2006 - January 2013
Softtek May 2005 - May 2006
Skills
PL/SQL, Requirements Analysis, Oracle, Software Project..., SDLC, PMP, SQL, Business Analysis, Process Improvement, Quality Center, Program Management, Databases, Project Management, Business Process, Requirements Gathering, Visio, SQL*Plus, Oracle Reports, Oracle Forms, SQL Navigator, Toad, Microsoft Project, HP Project and...
Education
Instituto Tecnológico de Ciudad Madero 1989 — 1993
Bachelor of Computer Systems Engineering, Computer Systems Engineering
VERTEX, Inc. August 2015 - Present
Cognizant September 2013 - Present
Cognizant February 2013 - December 2013
Cognizant June 2006 - January 2013
Softtek May 2005 - May 2006
Skills
PL/SQL, Requirements Analysis, Oracle, Software Project..., SDLC, PMP, SQL, Business Analysis, Process Improvement, Quality Center, Program Management, Databases, Project Management, Business Process, Requirements Gathering, Visio, SQL*Plus, Oracle Reports, Oracle Forms, SQL Navigator, Toad, Microsoft Project, HP Project and...
Education
Instituto Tecnológico de Ciudad Madero 1989 — 1993
Bachelor of Computer Systems Engineering, Computer Systems Engineering
Dan Furo Dan Furo's Vertex Inc. Experience May 2012 - Present
Job Software Test Analyst Vextex
Industry Computer Software
Experience
Vertex Inc. May 2012 - Present
Sprint March 2008 - March 2011
Sprint Kiosk January 2006 - June 2007
Skills
Requirements Analysis, Quality Center, SDLC, User Acceptance Testing, Enterprise Software, Defect Tracking, Test Automation, Regression Testing, Agile Methodologies, SQL, System Testing, Test Cases, Oracle, ERP, Testing, Test Planning, Software Documentation, Manual Testing, Oracle E-Business Suite, Software Project...
Education
University of South Florida 2004 — 2005
Bachelor of Business Administration (BBA), Marketing, 3.6
University of Florida 1999 — 2003
Business Administration and Management, General
Vertex Inc. May 2012 - Present
Sprint March 2008 - March 2011
Sprint Kiosk January 2006 - June 2007
Skills
Requirements Analysis, Quality Center, SDLC, User Acceptance Testing, Enterprise Software, Defect Tracking, Test Automation, Regression Testing, Agile Methodologies, SQL, System Testing, Test Cases, Oracle, ERP, Testing, Test Planning, Software Documentation, Manual Testing, Oracle E-Business Suite, Software Project...
Education
University of South Florida 2004 — 2005
Bachelor of Business Administration (BBA), Marketing, 3.6
University of Florida 1999 — 2003
Business Administration and Management, General
Renee C Quinn Renee C Quinn's Vertex Inc. Experience February 1998 - June 2003
Job Chief Operating Officer and Business Manager, and Director of Marketing
Industry Professional Training & Coaching
Experience
IPWatchdog, Inc November 2008 - Present
IPWatchdog, Inc. April 2006 - November 2008
St Stephen Church 2004 - 2008
Citadel Broadcasting 2005 - 2006
Greater Syracuse Chamber of Commerce 2004 - 2005
Vertex, Inc. February 1998 - June 2003
Skills
Social Networking, Brand Building, Social Media Marketing, Social Media, Online Marketing, Business Development, E-commerce, Networking, Consulting, Customer Service..., Training, Database Administration, Online Journalism, Public Speaking, Brand Management, CRM, Customer Service, Online Advertising, Strategic Planning, Blogging, Facebook, Small Business, Content Management, Direct Marketing, Public Relations, Marketing, Marketing Communications, Entrepreneurship, Marketing Strategy, Leadership, Brand Development, Advertising, Web Marketing, Strategic Communications, Project Management, Interviews, Strategy, Management, Email Marketing, Media Relations, Corporate Communications, Strategic Partnerships, Press Releases
Education
University of Phoenix 2001 — 2003
MBA, MBA in eBusiness
Penn State University 1991 — 1997
Bachelor of Science, Psychology
Northampton Community College
Northampton High School
Northampton High School
IPWatchdog, Inc November 2008 - Present
IPWatchdog, Inc. April 2006 - November 2008
St Stephen Church 2004 - 2008
Citadel Broadcasting 2005 - 2006
Greater Syracuse Chamber of Commerce 2004 - 2005
Vertex, Inc. February 1998 - June 2003
Skills
Social Networking, Brand Building, Social Media Marketing, Social Media, Online Marketing, Business Development, E-commerce, Networking, Consulting, Customer Service..., Training, Database Administration, Online Journalism, Public Speaking, Brand Management, CRM, Customer Service, Online Advertising, Strategic Planning, Blogging, Facebook, Small Business, Content Management, Direct Marketing, Public Relations, Marketing, Marketing Communications, Entrepreneurship, Marketing Strategy, Leadership, Brand Development, Advertising, Web Marketing, Strategic Communications, Project Management, Interviews, Strategy, Management, Email Marketing, Media Relations, Corporate Communications, Strategic Partnerships, Press Releases
Education
University of Phoenix 2001 — 2003
MBA, MBA in eBusiness
Penn State University 1991 — 1997
Bachelor of Science, Psychology
Northampton Community College
Northampton High School
Northampton High School
Jennifer Beirau, CPA's Vertex Inc. Experience December 2011 - Present
Job Test Analyst at Vertex Inc.
Industry Accounting
Experience
Vertex Inc. December 2011 - Present
Kerkering Barberio February 2010 - December 2011
Kerkering Barberio February 2008 - February 2010
Kerkering Barberio September 2006 - February 2008
Target January 2006 - September 2006
Target October 2004 - January 2006
Skills
Accounting, QuickBooks, Tax Preparation, General Ledger, Financial Accounting, Financial Reporting, Tax, Internal Controls, Auditing, Payroll, CPA, Income Tax, Financial Statements, Tax Returns
Education
University of South Florida 2006 — 2009
BS, Accounting
University of South Florida 2002 — 2006
BA, Business Administration
Vertex Inc. December 2011 - Present
Kerkering Barberio February 2010 - December 2011
Kerkering Barberio February 2008 - February 2010
Kerkering Barberio September 2006 - February 2008
Target January 2006 - September 2006
Target October 2004 - January 2006
Skills
Accounting, QuickBooks, Tax Preparation, General Ledger, Financial Accounting, Financial Reporting, Tax, Internal Controls, Auditing, Payroll, CPA, Income Tax, Financial Statements, Tax Returns
Education
University of South Florida 2006 — 2009
BS, Accounting
University of South Florida 2002 — 2006
BA, Business Administration
Ed Wallace Ed Wallace's Vertex Inc. Experience November 1987 - August 2006
Job President, The Relational Capital Group
Industry Professional Training & Coaching
Experience
Relational Capital Group August 2006 - Present
Vertex, Inc. November 1987 - August 2006
Skills
Business Development, Strategic Alliances, Consultative Sales..., Salesforce Training, Sales Management, Program Management, Selling Skills, Mergers, CRM, Relationship Coach, Leadership, Enterprise Software, Sales Process, Strategy, Salesforce.com, Strategic Partnerships, Mergers & Acquisitions, Account Management, Team Building, Sales, Sales Force Development, Strategic Planning, New Business Development, Integrity, Leadership Development, Innovation, Training, Entrepreneurship, Marketing Strategy, Marketing, Integration, Lead Generation, Management Consulting, Solution Selling, Business Planning, SaaS, Professional Services, P&L Management, Cross-functional Team..., Go-to-market Strategy, Start-ups, Business Alliances, Product Marketing, Market Research, Selling, Direct Sales, Product Development, Business Strategy, Product Management, Executive Management
Education
Drexel University 1982 — 1984
M.B.A., Marketing
Certified Public Accountant 1989 — 2012
Bachelor of Science (B.S.), Accounting
Villanova University 1977 — 1981
B.S., Accounting, cum laude
Relational Capital Group August 2006 - Present
Vertex, Inc. November 1987 - August 2006
Skills
Business Development, Strategic Alliances, Consultative Sales..., Salesforce Training, Sales Management, Program Management, Selling Skills, Mergers, CRM, Relationship Coach, Leadership, Enterprise Software, Sales Process, Strategy, Salesforce.com, Strategic Partnerships, Mergers & Acquisitions, Account Management, Team Building, Sales, Sales Force Development, Strategic Planning, New Business Development, Integrity, Leadership Development, Innovation, Training, Entrepreneurship, Marketing Strategy, Marketing, Integration, Lead Generation, Management Consulting, Solution Selling, Business Planning, SaaS, Professional Services, P&L Management, Cross-functional Team..., Go-to-market Strategy, Start-ups, Business Alliances, Product Marketing, Market Research, Selling, Direct Sales, Product Development, Business Strategy, Product Management, Executive Management
Education
Drexel University 1982 — 1984
M.B.A., Marketing
Certified Public Accountant 1989 — 2012
Bachelor of Science (B.S.), Accounting
Villanova University 1977 — 1981
B.S., Accounting, cum laude
Bill Caterino Bill Caterino's Vertex Inc. Experience 1999 - 2008
Job Director of Systems Development, Enterprise Engineering Services at UnitedHealth Group
Industry Insurance
Experience
UnitedHealth Group June 2008 - Present
ZigZone Productions April 2004 - April 2010
VERTEX, Inc. 1999 - 2008
Command Systems 1992 - 1997
Skills
SDLC, Resource Management, Project Management, Systems Analysis, Graphic Design, User Experience, User Interface Design, Web Design, Team Management, Requirements Analysis, Disaster Recovery, SharePoint, ITIL, Web Development, C#, Enterprise Architecture, IT Management, Business Analysis, Visio, Vendor Management
Education
Bryant University 1987 — 1990
BSBA, Management Information Systems
UnitedHealth Group June 2008 - Present
ZigZone Productions April 2004 - April 2010
VERTEX, Inc. 1999 - 2008
Command Systems 1992 - 1997
Skills
SDLC, Resource Management, Project Management, Systems Analysis, Graphic Design, User Experience, User Interface Design, Web Design, Team Management, Requirements Analysis, Disaster Recovery, SharePoint, ITIL, Web Development, C#, Enterprise Architecture, IT Management, Business Analysis, Visio, Vendor Management
Education
Bryant University 1987 — 1990
BSBA, Management Information Systems
Diane Stephenson, FLMI, AIRC Diane Stephenson, FLMI, AIRC's Vertex Inc. Experience August 2003 - May 2014
Job Business Systems Analyst at Lincoln Financial Group
Industry Information Technology and Services
Experience
Lincoln Financial Group May 2014 - Present
VERTEX, Inc. August 2003 - May 2014
Skills
Requirements Gathering, Business Requirements, SDLC, Business Analysis, Requirements Analysis, Systems Analysis, User Acceptance Testing, Visio, Business Process, Vendor Management, Mainframe, COBOL
Education
Manchester Community College 1981 — 1984
AS, Information Technology
Lincoln Financial Group May 2014 - Present
VERTEX, Inc. August 2003 - May 2014
Skills
Requirements Gathering, Business Requirements, SDLC, Business Analysis, Requirements Analysis, Systems Analysis, User Acceptance Testing, Visio, Business Process, Vendor Management, Mainframe, COBOL
Education
Manchester Community College 1981 — 1984
AS, Information Technology
Denise Martus Denise Martus's Vertex Inc. Experience November 2011 - Present
Job Business Analyst at VERTEX, Inc.
Industry Information Technology and Services
Experience
VERTEX, Inc. November 2011 - Present
Collabera May 2010 - January 2012
Wachovia, A Wells Fargo Company May 2011 - October 2011
The Hartford 2008 - 2010
American Skandia 1999 - 2005
Prudential Financial 1992 - 2005
Skills
Business Analysis
Education
Sacred Heart University 1993 — 1995
General Studies
Southern Connecticut State University 1991 — 1992
General Studies
VERTEX, Inc. November 2011 - Present
Collabera May 2010 - January 2012
Wachovia, A Wells Fargo Company May 2011 - October 2011
The Hartford 2008 - 2010
American Skandia 1999 - 2005
Prudential Financial 1992 - 2005
Skills
Business Analysis
Education
Sacred Heart University 1993 — 1995
General Studies
Southern Connecticut State University 1991 — 1992
General Studies
Emily Sawicki's Vertex Inc. Experience June 2011 - August 2011
Job AmeriCorps VISTA at Connecticut Campus Compact
Industry
Experience
AmeriCorps VISTA July 2015 - Present
Capital Good Fund May 2014 - September 2014
New Britain Herald and Bristol Press July 2013 - August 2013
VERTEX, Inc. June 2011 - August 2011
Skills
French, Polish, Foreign Languages, Microsoft Office, Microsoft Excel, Social Networking, Nonprofits, Customer Service, Community Outreach
Education
Providence College 2011 — 2015
Bachelor of Arts (B.A.), Global Studies
AmeriCorps VISTA July 2015 - Present
Capital Good Fund May 2014 - September 2014
New Britain Herald and Bristol Press July 2013 - August 2013
VERTEX, Inc. June 2011 - August 2011
Skills
French, Polish, Foreign Languages, Microsoft Office, Microsoft Excel, Social Networking, Nonprofits, Customer Service, Community Outreach
Education
Providence College 2011 — 2015
Bachelor of Arts (B.A.), Global Studies
Patricia McGuinness, CPA's Vertex Inc. Experience July 2001 - Present
Job Technical Account Manager, Sr. at VERTEX, Inc.
Industry Accounting
Experience
Vertex Inc. July 2001 - Present
Skills
Business Analysis, Accounts Receivable, Process Improvement, Tax, Project Management, Accounting, Business Process, Corporate Tax, Enterprise Software, HTML, Business Intelligence, Sarbanes-Oxley Act, Financial Reporting
Education
University of South Florida
BS, Accounting
Vertex Inc. July 2001 - Present
Skills
Business Analysis, Accounts Receivable, Process Improvement, Tax, Project Management, Accounting, Business Process, Corporate Tax, Enterprise Software, HTML, Business Intelligence, Sarbanes-Oxley Act, Financial Reporting
Education
University of South Florida
BS, Accounting
Donn DeBoard Donn DeBoard's Vertex Inc. Experience June 1994 - Present
Job A technical communicator dedicated to enhancing the customer experience through engaging content
Industry Computer Software
Experience
Society for Technical Communication February 2014 - Present
Vertex, Inc. June 1994 - Present
Society for Technical Communication February 2011 - Present
Society for Technical Communications October 1986 - Present
Usability Professionals Association May 2009 - December 2010
Ketron, Inc. 1986 - 1987
Skills
AuthorIT, Technical Communication, Structured Authoring, Information Mapping, Personas, Conference Speaking, User Assistance, Persona, Usability Testing, Volunteer Leadership, Continuous Improvement, E-Learning, Instructional Design, Public Speaking, Author-it, Software Documentation, Information Architecture, Content Management, Volunteering, Technical Writing, Information Design, Online Help, Enterprise Software, Manuals, User-centered Design, User Experience, Technical Documentation, Usability, Content Development, Editing, Content Strategy, SnagIt, Strategy
Education
Society for Technical Communication 2013 — 2013
STC Certificate, Strategic Information Architecture Bootcamp
Pennsylvania State University-Great Valley Graduate Center 1994 — 1998
Masters in Education (MEd), Instructional Systems
Drexel University 1987 — 1991
MS, Technical and Science Communications
Widener University 1984 — 1987
Certificate, Management Information Systems
Indiana University of Pennsylvania 1971 — 1975
BA, Journalism
Society for Technical Communication February 2014 - Present
Vertex, Inc. June 1994 - Present
Society for Technical Communication February 2011 - Present
Society for Technical Communications October 1986 - Present
Usability Professionals Association May 2009 - December 2010
Ketron, Inc. 1986 - 1987
Skills
AuthorIT, Technical Communication, Structured Authoring, Information Mapping, Personas, Conference Speaking, User Assistance, Persona, Usability Testing, Volunteer Leadership, Continuous Improvement, E-Learning, Instructional Design, Public Speaking, Author-it, Software Documentation, Information Architecture, Content Management, Volunteering, Technical Writing, Information Design, Online Help, Enterprise Software, Manuals, User-centered Design, User Experience, Technical Documentation, Usability, Content Development, Editing, Content Strategy, SnagIt, Strategy
Education
Society for Technical Communication 2013 — 2013
STC Certificate, Strategic Information Architecture Bootcamp
Pennsylvania State University-Great Valley Graduate Center 1994 — 1998
Masters in Education (MEd), Instructional Systems
Drexel University 1987 — 1991
MS, Technical and Science Communications
Widener University 1984 — 1987
Certificate, Management Information Systems
Indiana University of Pennsylvania 1971 — 1975
BA, Journalism
Lance Baucum Lance Baucum's Vertex Inc. Experience November 2006 - January 2007
Job V.P., Operations
Industry Oil & Energy
Experience
Veracity Technology Solutions March 2008 - 2013
Siemens, Power Generation February 2007 - March 2008
West Corporation May 2006 - April 2007
Vertex, Inc. November 2006 - January 2007
United States Air Force October 1985 - January 2006
Education
Community College of the Air Force
A.A., Nondestructive Inspection Technologies
Community College of the Air Force
A.A., Military Science & Technical Training
Veracity Technology Solutions March 2008 - 2013
Siemens, Power Generation February 2007 - March 2008
West Corporation May 2006 - April 2007
Vertex, Inc. November 2006 - January 2007
United States Air Force October 1985 - January 2006
Education
Community College of the Air Force
A.A., Nondestructive Inspection Technologies
Community College of the Air Force
A.A., Military Science & Technical Training
John McLeod John McLeod's Vertex Inc. Experience 1991 - 1998
Job Vice President of Sales West at SAVO Group
Industry Information Technology and Services
Experience
SAVO Group August 2015 - Present
Iron Mountain August 2004 - Present
ADEXS, Inc., now SPRINGcm December 2002 - July 2004
United Messaging 2002 - 2004
Tumbleweed Communications 1998 - 2002
Vertex, Inc. 1991 - 1998
NCR April 1985 - September 1991
Skills
Leadership, Selling, Solution Selling, Sales Management, Salesforce.com, Sales, Account Management, SaaS, New Business Development, Enterprise Software, Management, Sales Process, Managed Services, Product Marketing, Key Account Management, Cross-functional Team..., Business Alliances, Team Leadership, Lead Generation, Direct Sales, Sales Operations, CRM, Competitive Analysis, Complex Sales, Challenger Sale Coach, Strategy, Business Development, Professional Services, Sales Presentations, Business Intelligence, Cloud Computing, Strategic Partnerships, Customer Retention, Contract Negotiation, Business Strategy, Go-to-market Strategy, Team Management, Channel Partners, B2B, Sales Enablement, Software Industry, Global Sales
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Marketing
Texas Christian University - M.J. Neeley School of Business
BBA, Marketing
SAVO Group August 2015 - Present
Iron Mountain August 2004 - Present
ADEXS, Inc., now SPRINGcm December 2002 - July 2004
United Messaging 2002 - 2004
Tumbleweed Communications 1998 - 2002
Vertex, Inc. 1991 - 1998
NCR April 1985 - September 1991
Skills
Leadership, Selling, Solution Selling, Sales Management, Salesforce.com, Sales, Account Management, SaaS, New Business Development, Enterprise Software, Management, Sales Process, Managed Services, Product Marketing, Key Account Management, Cross-functional Team..., Business Alliances, Team Leadership, Lead Generation, Direct Sales, Sales Operations, CRM, Competitive Analysis, Complex Sales, Challenger Sale Coach, Strategy, Business Development, Professional Services, Sales Presentations, Business Intelligence, Cloud Computing, Strategic Partnerships, Customer Retention, Contract Negotiation, Business Strategy, Go-to-market Strategy, Team Management, Channel Partners, B2B, Sales Enablement, Software Industry, Global Sales
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Marketing
Texas Christian University - M.J. Neeley School of Business
BBA, Marketing
John H. Wilson, PhD John H. Wilson, PhD's Vertex Inc. Experience March 2013 - Present
Job Manager, Client Relations/Sales & Account Management Strategy
Industry Computer Software
Experience
Vertex Inc. March 2013 - Present
Vertex Inc. March 2013 - Present
Vertex Inc. April 2011 - April 2013
Vertex Inc. April 2011 - April 2013
Vertex, Inc. May 1999 - March 2013
Paychex November 1997 - May 1999
ComDoc, Inc. October 1996 - November 1997
Skills
Leadership, Strategy, Business Analysis, Enterprise Software, Team Building, CRM, Management, Public Speaking, Program Management, Entrepreneurship, Sales, Strategic Planning, Team Leadership, Organizational..., Sales Process, Organizational..., SaaS
Education
Regent University 2009 — 2014
PhD, Organizational Leadership
Regent University 2009 — 2010
Certificate of Advanced Graduate Studies, Organizational Leadership
Pennsylvania State University-Great Valley Graduate Center 2000 — 2002
MBA, Marketing/Operations
Messiah College 1992 — 1996
B.S., Marketing
Vertex Inc. March 2013 - Present
Vertex Inc. March 2013 - Present
Vertex Inc. April 2011 - April 2013
Vertex Inc. April 2011 - April 2013
Vertex, Inc. May 1999 - March 2013
Paychex November 1997 - May 1999
ComDoc, Inc. October 1996 - November 1997
Skills
Leadership, Strategy, Business Analysis, Enterprise Software, Team Building, CRM, Management, Public Speaking, Program Management, Entrepreneurship, Sales, Strategic Planning, Team Leadership, Organizational..., Sales Process, Organizational..., SaaS
Education
Regent University 2009 — 2014
PhD, Organizational Leadership
Regent University 2009 — 2010
Certificate of Advanced Graduate Studies, Organizational Leadership
Pennsylvania State University-Great Valley Graduate Center 2000 — 2002
MBA, Marketing/Operations
Messiah College 1992 — 1996
B.S., Marketing
Hillary Konowal Pell's Vertex Inc. Experience January 1999 - June 2005
Job Account Manager at Avalara
Industry Information Technology and Services
Experience
Avalara April 2014 - Present
Zensar Technologies October 2011 - December 2012
Techwave Consulting Inc June 2010 - October 2011
Business & Decision December 2007 - March 2010
SAP May 2005 - November 2007
Vertex Inc. January 1999 - June 2005
Skills
Solution Selling, Business Development, Account Management, Sales Process, Leadership, Sales, SAP, Demand Generation, Business Alliances, SaaS, Enterprise Software, Business Intelligence
Education
University of Pittsburgh
BS, Psychology/Business
University of Pittsburgh
Avalara April 2014 - Present
Zensar Technologies October 2011 - December 2012
Techwave Consulting Inc June 2010 - October 2011
Business & Decision December 2007 - March 2010
SAP May 2005 - November 2007
Vertex Inc. January 1999 - June 2005
Skills
Solution Selling, Business Development, Account Management, Sales Process, Leadership, Sales, SAP, Demand Generation, Business Alliances, SaaS, Enterprise Software, Business Intelligence
Education
University of Pittsburgh
BS, Psychology/Business
University of Pittsburgh
Joe Procacini, FFSI, AAPA, AIRC, PCS Joe Procacini, FFSI, AAPA, AIRC, PCS's Vertex Inc. Experience April 2012 - December 2014
Job Senior Business Analyst Consultant at Vertex (an Ebix Consulting Firm)
Industry Financial Services
Experience
Vertex (an Ebix Consulting Firm) December 2014 - Present
MassMutual Financial Group 2012 - Present
VERTEX, Inc. April 2012 - December 2014
Fidelity Investments Life Insurance 2012 - 2014
Forethought Insurance 2012 - 2013
DST Insurance Systems 2012 - September 2012
Current Time March 2012 - March 2012
Sunlife Financial January 2004 - March 2012
Sun Life Financial January 1999 - January 2004
Sun Life Financial October 1997 - January 1999
Skills
Mutual Funds, Insurance, Problem Solving, Business Analysis, Team Leadership, IT Management, Retirement, DTCC, DSTfanmail, Team Building, Fixed Annuities, Veriable Annuities, Financial Services, Vendor Management, Project Management, Life Insurance, Systems Analysis, IT Strategy, Software Project..., Investments, Testing, Change Management, Analysis, Requirements Gathering, Business Requirements, Visio, Requirements Analysis, Mainframe, SDLC, Process Improvement, Leadership, Project Portfolio..., Business Intelligence, PMO, Risk Management, Business Process, Program Management, Software Documentation, PMP, Enterprise Architecture, SharePoint, User Acceptance Testing, Resource Management, Data Warehousing, COBOL, Integration
Education
Northeastern University
Bachelor of Arts, Management Informations Systems
Middlesex Community College
Associates, Business Administrations
Vertex (an Ebix Consulting Firm) December 2014 - Present
MassMutual Financial Group 2012 - Present
VERTEX, Inc. April 2012 - December 2014
Fidelity Investments Life Insurance 2012 - 2014
Forethought Insurance 2012 - 2013
DST Insurance Systems 2012 - September 2012
Current Time March 2012 - March 2012
Sunlife Financial January 2004 - March 2012
Sun Life Financial January 1999 - January 2004
Sun Life Financial October 1997 - January 1999
Skills
Mutual Funds, Insurance, Problem Solving, Business Analysis, Team Leadership, IT Management, Retirement, DTCC, DSTfanmail, Team Building, Fixed Annuities, Veriable Annuities, Financial Services, Vendor Management, Project Management, Life Insurance, Systems Analysis, IT Strategy, Software Project..., Investments, Testing, Change Management, Analysis, Requirements Gathering, Business Requirements, Visio, Requirements Analysis, Mainframe, SDLC, Process Improvement, Leadership, Project Portfolio..., Business Intelligence, PMO, Risk Management, Business Process, Program Management, Software Documentation, PMP, Enterprise Architecture, SharePoint, User Acceptance Testing, Resource Management, Data Warehousing, COBOL, Integration
Education
Northeastern University
Bachelor of Arts, Management Informations Systems
Middlesex Community College
Associates, Business Administrations
Stacy Brusa's Vertex Inc. Experience May 2014 - October 2014
Job HR Business Partner and Talent Development Lead at Hartford Steam Boiler
Industry Financial Services
Experience
Hartford Steam Boiler October 2014 - Present
VERTEX, Inc. May 2014 - October 2014
Aetna November 2011 - January 2014
Aetna March 2010 - December 2011
CIGNA July 2009 - March 2010
ING May 2008 - January 2009
ING 1999 - 2009
ING 2002 - 2008
ING 2001 - 2002
Skills
Program Management, Talent Management, Leadership, Leadership Development, Change Management, Process Improvement, Succession Planning, Recruiting, Performance Management, Training, SDLC, Employee Relations, Human Resources, Strategy, Management, Employee Engagement, Requirements Analysis, Coaching, Organizational..., Staff Development, Career Development
Education
Villanova University 2009 — 2009
Masters Cert, HR Management & Leadership Dev
Central Connecticut State University 1992 — 1998
BA, English
Hartford Steam Boiler October 2014 - Present
VERTEX, Inc. May 2014 - October 2014
Aetna November 2011 - January 2014
Aetna March 2010 - December 2011
CIGNA July 2009 - March 2010
ING May 2008 - January 2009
ING 1999 - 2009
ING 2002 - 2008
ING 2001 - 2002
Skills
Program Management, Talent Management, Leadership, Leadership Development, Change Management, Process Improvement, Succession Planning, Recruiting, Performance Management, Training, SDLC, Employee Relations, Human Resources, Strategy, Management, Employee Engagement, Requirements Analysis, Coaching, Organizational..., Staff Development, Career Development
Education
Villanova University 2009 — 2009
Masters Cert, HR Management & Leadership Dev
Central Connecticut State University 1992 — 1998
BA, English
Raymond Johnston, CSM Raymond Johnston, CSM's Vertex Inc. Experience January 2005 - August 2006
Job Scrum Master at Comcast for Turnberry
Industry Computer Software
Experience
Consultant at Comcast for Turnberry Solutions March 2015 - Present
Entech June 2014 - March 2015
LexisNexis October 2012 - April 2014
Mosaic System Solutions, Inc. March 2003 - April 2014
Nokia (Formerly NAVTEQ) October 2010 - September 2012
Comcast Cable February 2007 - August 2010
Vertex, Inc. January 2005 - August 2006
The Police Foundation 1992 - 2002
Sarnoff Realtime Corporation 1997 - 1999
General Instrument 1995 - 1997
Skills
Quality Center, Software Quality..., Scrum, Testing, Quality Assurance, Test Planning, Performance Testing, Test Automation, SOA, Regression Testing, LoadRunner, Agile Methodologies, Test Cases, System Testing, Software Documentation, Agile Project Management, User Acceptance Testing, Test Management, Test Strategy, Web Services, Software Development, QTP, SQL, SDLC, Subversion, XML, Oracle, Configuration Management, Software Project..., Requirements Gathering, Integration, Unix, Software Configuration..., Agile, Continuous Integration, Integration Testing, Waterfall, Cost Savings, Performance Center, Selenium, SoapUI, JIRA, Project Management, HP Quality Center
Education
Pennsylvania State University-Great Valley Graduate Center 1987 — 1990
I.E., Information Systems
Penn State University 1980 — 1984
B.S., Science
Consultant at Comcast for Turnberry Solutions March 2015 - Present
Entech June 2014 - March 2015
LexisNexis October 2012 - April 2014
Mosaic System Solutions, Inc. March 2003 - April 2014
Nokia (Formerly NAVTEQ) October 2010 - September 2012
Comcast Cable February 2007 - August 2010
Vertex, Inc. January 2005 - August 2006
The Police Foundation 1992 - 2002
Sarnoff Realtime Corporation 1997 - 1999
General Instrument 1995 - 1997
Skills
Quality Center, Software Quality..., Scrum, Testing, Quality Assurance, Test Planning, Performance Testing, Test Automation, SOA, Regression Testing, LoadRunner, Agile Methodologies, Test Cases, System Testing, Software Documentation, Agile Project Management, User Acceptance Testing, Test Management, Test Strategy, Web Services, Software Development, QTP, SQL, SDLC, Subversion, XML, Oracle, Configuration Management, Software Project..., Requirements Gathering, Integration, Unix, Software Configuration..., Agile, Continuous Integration, Integration Testing, Waterfall, Cost Savings, Performance Center, Selenium, SoapUI, JIRA, Project Management, HP Quality Center
Education
Pennsylvania State University-Great Valley Graduate Center 1987 — 1990
I.E., Information Systems
Penn State University 1980 — 1984
B.S., Science
Bill Andrick Bill Andrick's Vertex Inc. Experience July 1995 - Present
Job Vice President at Vertex, Inc.
Industry Construction
Experience
Vertex, Inc. July 1995 - Present
Skills
Civil Engineering, Contract Management, Concrete, Construction, Contractors, AutoCAD, Pre-construction, Materials, Contract Negotiation, Value Engineering, Engineering, Subcontracting, Structural Engineering, Precast, Drainage, Water, Project Planning
Education
Southwestern Theological Seminary
ThM, Theology/Theological Studies
Trinity College
Moody Bible Institute
The University of Akron
Electronic Technology Institute
Vertex, Inc. July 1995 - Present
Skills
Civil Engineering, Contract Management, Concrete, Construction, Contractors, AutoCAD, Pre-construction, Materials, Contract Negotiation, Value Engineering, Engineering, Subcontracting, Structural Engineering, Precast, Drainage, Water, Project Planning
Education
Southwestern Theological Seminary
ThM, Theology/Theological Studies
Trinity College
Moody Bible Institute
The University of Akron
Electronic Technology Institute
Pearl Dahmen Para's Vertex Inc. Experience October 2013 - Present
Job Tax Research Analyst at Vertex Inc.
Industry Professional Training & Coaching
Experience
Vertex Inc. October 2013 - Present
Small Business Development Center at USF June 2011 - October 2013
The GOAT Program LLC February 2007 - June 2011
Pearl Financial Services, Inc. January 1992 - December 2009
Skills
Program Management, Entrepreneurship, Start-ups, Leadership Development, Small Business, Strategic Planning, Executive Coaching, Nonprofits, Public Speaking, Business Strategy, Management Consulting, Non-profits, Organizational..., Training, Instructional Design, Business Planning, Teaching, Marketing, Social Media Marketing, Team Building, Coaching, Online Marketing, Public Relations, Business Coaching, Personal Development, E-Learning, New Business Development, Leadership, Social Networking, Fundraising, Event Planning, Marketing Strategy, Social Media
Education
University of South Florida 2011 — 2015
PhD-Student, Adult Education
University of South Florida 2009 — 2011
MA, Adult Education
University of Dayton 1977 — 1979
BA, Business Admin/Accounting
Wilbur Wright High School
Vertex Inc. October 2013 - Present
Small Business Development Center at USF June 2011 - October 2013
The GOAT Program LLC February 2007 - June 2011
Pearl Financial Services, Inc. January 1992 - December 2009
Skills
Program Management, Entrepreneurship, Start-ups, Leadership Development, Small Business, Strategic Planning, Executive Coaching, Nonprofits, Public Speaking, Business Strategy, Management Consulting, Non-profits, Organizational..., Training, Instructional Design, Business Planning, Teaching, Marketing, Social Media Marketing, Team Building, Coaching, Online Marketing, Public Relations, Business Coaching, Personal Development, E-Learning, New Business Development, Leadership, Social Networking, Fundraising, Event Planning, Marketing Strategy, Social Media
Education
University of South Florida 2011 — 2015
PhD-Student, Adult Education
University of South Florida 2009 — 2011
MA, Adult Education
University of Dayton 1977 — 1979
BA, Business Admin/Accounting
Wilbur Wright High School
Christopher Cafarelli, CPA Christopher Cafarelli, CPA's Vertex Inc. Experience January 2012 - Present
Job Senior Solution Manager, Vertex Inc.
Industry Information Technology and Services
Experience
Vertex Inc. January 2012 - Present
Accenture May 2007 - December 2011
Skills
Tax, Indirect Taxation, SAP, Integration, ERP, Project Management, Data Warehousing, Process Improvement, Oracle E-Business Suite
Education
University of Florida 2002 — 2007
Masters, Accounting - Tax
Vertex Inc. January 2012 - Present
Accenture May 2007 - December 2011
Skills
Tax, Indirect Taxation, SAP, Integration, ERP, Project Management, Data Warehousing, Process Improvement, Oracle E-Business Suite
Education
University of Florida 2002 — 2007
Masters, Accounting - Tax
Darin Barnes Darin Barnes's Vertex Inc. Experience April 2013 - Present
Job Business Analyst at VERTEX, Inc.
Industry Financial Services
Experience
VERTEX, Inc. April 2013 - Present
Hartford Life March 2007 - February 2012
Hartford Life 2003 - 2007
Hartford Life 1998 - 2003
Henry Bahre Real Estate 1990 - 1998
Skills
Business Intelligence..., Business Objects..., Business Objects..., SAS, Excel, Access, Visual Basic, Visio, SQL, Business Objects..., CAD, Topographic Surveys, Business Intelligence, Data Governance, Master Data Management, Business Objects, SDLC, Microsoft Excel, Data Warehousing, Data Modeling, Business Analysis, Business Requirements, Business Object, Analytics, Systems Analysis, Requirements Gathering
Education
The Ohio State University 1984 — 1988
VERTEX, Inc. April 2013 - Present
Hartford Life March 2007 - February 2012
Hartford Life 2003 - 2007
Hartford Life 1998 - 2003
Henry Bahre Real Estate 1990 - 1998
Skills
Business Intelligence..., Business Objects..., Business Objects..., SAS, Excel, Access, Visual Basic, Visio, SQL, Business Objects..., CAD, Topographic Surveys, Business Intelligence, Data Governance, Master Data Management, Business Objects, SDLC, Microsoft Excel, Data Warehousing, Data Modeling, Business Analysis, Business Requirements, Business Object, Analytics, Systems Analysis, Requirements Gathering
Education
The Ohio State University 1984 — 1988
Todd Hoffman Todd Hoffman's Vertex Inc. Experience August 2012 - Present
Job Corporate Tax Technology Solution Provider, Vertex Inc.
Industry Computer Software
Experience
Vertex Inc. August 2012 - Present
IBM April 2008 - August 2012
International Business Machines April 2008 - August 2012
Northwestern Mutual 2012 - 2012
Principal Financial Group 1997 - July 2011
Mutual of Omaha 2008 - 2011
Mutual of Omaha 2008 - 2011
IBM January 2005 - March 2008
IBM December 1996 - December 2004
VERTEX, Inc. 1990 - 1995
Skills
Portals, Social Media, Social Business, Software Sales, Enterprise Software, Collaboration Solutions, Cloud Computing, Solution Selling, SaaS, WebSphere Portal, Social Software, Lotus Notes, Enterprise 2.0, Lotus, WebSphere Application..., Professional Services, Software Industry, Websphere
Education
Iowa State University 1979 — 1983
BS, Industrial Engineering
Vertex Inc. August 2012 - Present
IBM April 2008 - August 2012
International Business Machines April 2008 - August 2012
Northwestern Mutual 2012 - 2012
Principal Financial Group 1997 - July 2011
Mutual of Omaha 2008 - 2011
Mutual of Omaha 2008 - 2011
IBM January 2005 - March 2008
IBM December 1996 - December 2004
VERTEX, Inc. 1990 - 1995
Skills
Portals, Social Media, Social Business, Software Sales, Enterprise Software, Collaboration Solutions, Cloud Computing, Solution Selling, SaaS, WebSphere Portal, Social Software, Lotus Notes, Enterprise 2.0, Lotus, WebSphere Application..., Professional Services, Software Industry, Websphere
Education
Iowa State University 1979 — 1983
BS, Industrial Engineering
Seán Drake Seán Drake's Vertex Inc. Experience September 2010 - September 2010
Job Consultant at CSC
Industry Information Technology and Services
Experience
CSC June 2015 - Present
Library of Congress 2009 - Present
Enterprise Iron Financial Industry Solutions, Inc. February 2014 - March 2015
Lincoln Financial Group September 2013 - February 2014
Travelers February 2013 - May 2013
ING Nederland March 2011 - April 2012
VERTEX, Inc. September 2010 - September 2010
Lincoln Financial Group January 2007 - June 2009
The Hartford February 1999 - January 2007
ING Nederland January 1992 - February 1999
Skills
Systems Analysis, Business Analysis, Analysis, Requirements Gathering, System Requirements, Reporting & Analysis, Quality Assurance, Access, Business Objects, Series 6, Excel, SnagIt, SOX, OMNI, Sungard, Financial Reporting, Crystal Reports, Test Director, Military Operations, Visio, Mercury, Retirement Services, Retirement Plans, Variable, Life, Fixed Annuities, Annuities, Whole Life, Universal Life, SME, Roth IRA, MS Office Suite, MS Project, ClearQuest, User Acceptance Testing, Use Case Analysis, Lotus Notes, Team Building, Testing, US Army, Military Experience, Microsoft Office, SDLC, Software Documentation, Business Requirements, Requirements Analysis, Quality Center, Management, Retirement, Project Planning
Education
University of Connecticut 1991 — 1993
MS (Inc), Sport Management & Marketing
Eastern Connecticut State University 1986 — 1989
BS, Communications
Bowling Green State University 1987 — 1987
Communications
mhs
CSC June 2015 - Present
Library of Congress 2009 - Present
Enterprise Iron Financial Industry Solutions, Inc. February 2014 - March 2015
Lincoln Financial Group September 2013 - February 2014
Travelers February 2013 - May 2013
ING Nederland March 2011 - April 2012
VERTEX, Inc. September 2010 - September 2010
Lincoln Financial Group January 2007 - June 2009
The Hartford February 1999 - January 2007
ING Nederland January 1992 - February 1999
Skills
Systems Analysis, Business Analysis, Analysis, Requirements Gathering, System Requirements, Reporting & Analysis, Quality Assurance, Access, Business Objects, Series 6, Excel, SnagIt, SOX, OMNI, Sungard, Financial Reporting, Crystal Reports, Test Director, Military Operations, Visio, Mercury, Retirement Services, Retirement Plans, Variable, Life, Fixed Annuities, Annuities, Whole Life, Universal Life, SME, Roth IRA, MS Office Suite, MS Project, ClearQuest, User Acceptance Testing, Use Case Analysis, Lotus Notes, Team Building, Testing, US Army, Military Experience, Microsoft Office, SDLC, Software Documentation, Business Requirements, Requirements Analysis, Quality Center, Management, Retirement, Project Planning
Education
University of Connecticut 1991 — 1993
MS (Inc), Sport Management & Marketing
Eastern Connecticut State University 1986 — 1989
BS, Communications
Bowling Green State University 1987 — 1987
Communications
mhs
Shubhra Wells Shubhra Wells's Vertex Inc. Experience 2000 - 2002
Job Talent Management ∙ Learning + Leadership Development ∙ Organizational Effectiveness ∙ Communications
Industry Management Consulting
Experience
Zen Pearls (previously Wells Consulting) 2010 - Present
Capco 2014 - 2015
LRN 2012 - 2013
Kaplan EduNeering 2008 - 2012
Performance Development Group 2010 - 2010
Penn State University 2008 - 2010
The A2B Network, Inc. 2006 - 2008
WellsBuilt 2003 - 2005
Vertex, Inc. 2000 - 2002
Skills
Training, Knowledge Management, Coaching, Leadership, Business Development, Succession Planning, Sales, Change Management, Organizational..., Blended Learning, Vendor Management, Talent Management, Instructional Design, Performance Management, Management Consulting, Business Process..., Team Building, Leadership Development, Executive Coaching, Consulting, Program Management, Cross-functional Team..., Strategy, Market Research, E-Learning, Management, Executive Management, Organizational Design, Business Strategy, Strategic Planning, Human Resources, Analysis, Marketing, Enterprise Software, Business Analysis, Public Speaking, Lead Generation, Product Management, Onboarding, Recruiting, Project Planning, Organizational..., Analytics, Workshop Facilitation, Culture Change, Thought Leadership, Start-ups, Project Management, Process Improvement, Team Leadership
Education
Penn State University 1997 — 2012
M.Ed., Training & Development, Performance Technology, Adult Education, 4.0
Penn State University 1997 — 1999
MBA, Management, Performance, Organizational Design, 4.0
McGill University 1988 — 1992
B.A. Honours, English-Communications
Conestoga High School 1984 — 1987
High School Diploma, Pre-College
Zen Pearls (previously Wells Consulting) 2010 - Present
Capco 2014 - 2015
LRN 2012 - 2013
Kaplan EduNeering 2008 - 2012
Performance Development Group 2010 - 2010
Penn State University 2008 - 2010
The A2B Network, Inc. 2006 - 2008
WellsBuilt 2003 - 2005
Vertex, Inc. 2000 - 2002
Skills
Training, Knowledge Management, Coaching, Leadership, Business Development, Succession Planning, Sales, Change Management, Organizational..., Blended Learning, Vendor Management, Talent Management, Instructional Design, Performance Management, Management Consulting, Business Process..., Team Building, Leadership Development, Executive Coaching, Consulting, Program Management, Cross-functional Team..., Strategy, Market Research, E-Learning, Management, Executive Management, Organizational Design, Business Strategy, Strategic Planning, Human Resources, Analysis, Marketing, Enterprise Software, Business Analysis, Public Speaking, Lead Generation, Product Management, Onboarding, Recruiting, Project Planning, Organizational..., Analytics, Workshop Facilitation, Culture Change, Thought Leadership, Start-ups, Project Management, Process Improvement, Team Leadership
Education
Penn State University 1997 — 2012
M.Ed., Training & Development, Performance Technology, Adult Education, 4.0
Penn State University 1997 — 1999
MBA, Management, Performance, Organizational Design, 4.0
McGill University 1988 — 1992
B.A. Honours, English-Communications
Conestoga High School 1984 — 1987
High School Diploma, Pre-College
David Tobias David Tobias's Vertex Inc. Experience September 2000 - Present
Job Sr. Manager, GIS
Industry Information Technology and Services
Experience
Vertex, Inc. September 2000 - Present
Gilmore & Associates, Inc. December 1997 - September 2000
BAE Systems ADR February 1996 - December 1997
Education
State University of New York at Albany
MA
Penn State University 2010 — 2011
West Chester University of Pennsylvania 1990 — 1993
BA
Vertex, Inc. September 2000 - Present
Gilmore & Associates, Inc. December 1997 - September 2000
BAE Systems ADR February 1996 - December 1997
Education
State University of New York at Albany
MA
Penn State University 2010 — 2011
West Chester University of Pennsylvania 1990 — 1993
BA
Adam DuBois Adam DuBois's Vertex Inc. Experience August 2013 - May 2014
Job Business Analyst & Quality Assurance Consultant
Industry Information Technology and Services
Experience
Accenture October 2014 - Present
VERTEX, Inc. August 2013 - May 2014
Booz Allen Hamilton July 2011 - July 2013
Rensselaer Polytechnic Institute January 2009 - December 2010
MassMutual Financial Group March 2006 - August 2006
Skills
Quality Assurance, Data Analysis, Requirements Analysis, Analysis, Software Documentation, Leadership, Government, Systems Analysis, Regression Testing, System Testing, JIRA, Research, SPSS, Consulting, Software Development..., RequisitePro, Quality Center, Agile & Waterfall..., C++, C, Visual Basic, Java, SharePoint, Microsoft Office, Adobe Creative Suite, Statistics, Strategy, ALIP, LifeCad, FAST, Project Management
Education
Rensselaer Polytechnic Institute 2006 — 2011
Bachelor of Science (BS), Psychology
Accenture October 2014 - Present
VERTEX, Inc. August 2013 - May 2014
Booz Allen Hamilton July 2011 - July 2013
Rensselaer Polytechnic Institute January 2009 - December 2010
MassMutual Financial Group March 2006 - August 2006
Skills
Quality Assurance, Data Analysis, Requirements Analysis, Analysis, Software Documentation, Leadership, Government, Systems Analysis, Regression Testing, System Testing, JIRA, Research, SPSS, Consulting, Software Development..., RequisitePro, Quality Center, Agile & Waterfall..., C++, C, Visual Basic, Java, SharePoint, Microsoft Office, Adobe Creative Suite, Statistics, Strategy, ALIP, LifeCad, FAST, Project Management
Education
Rensselaer Polytechnic Institute 2006 — 2011
Bachelor of Science (BS), Psychology
Cody Strub Cody Strub's Vertex Inc. Experience 2010 - Present
Job Regional Sales Manager at Vertex Inc.
Industry Computer Software
Experience
Vertex Inc. 2010 - Present
Vertex Inc. 2002 - 2010
Andersen August 2000 - June 2002
Andersen 1998 - August 2000
Arthur Andersen 1994 - 1998
Skills
Business Analysis, Solution Selling, Sales, Enterprise Software, Business Development, Cross-functional Team..., Process Improvement, Account Management, Business Intelligence, Selling, Salesforce.com, Sales Process, Strategic Planning, Professional Services
Education
University of Iowa 1990 — 1994
BS, Management Information Systems
Vertex Inc. 2010 - Present
Vertex Inc. 2002 - 2010
Andersen August 2000 - June 2002
Andersen 1998 - August 2000
Arthur Andersen 1994 - 1998
Skills
Business Analysis, Solution Selling, Sales, Enterprise Software, Business Development, Cross-functional Team..., Process Improvement, Account Management, Business Intelligence, Selling, Salesforce.com, Sales Process, Strategic Planning, Professional Services
Education
University of Iowa 1990 — 1994
BS, Management Information Systems
Craig Radocy, PMP Craig Radocy, PMP's Vertex Inc. Experience January 2012 - February 2013
Job
Industry Information Technology and Services
Experience
IMCORP February 2013 - Present
VERTEX, Inc. January 2012 - February 2013
Project Management Institute 2006 - January 2013
The Hartford February 2008 - January 2012
Hartford Technology Services Company 2004 - 2008
United Illuminating 2002 - 2004
Avexxis October 1999 - January 2002
Control Solutions New England January 1993 - October 1999
Skills
Certified Project..., Six Sigma, Program Management, Change Management, Leadership, Vendor Management, Process Improvement, SDLC, Project Management, Business Analysis, Business Process, Process Engineering, PMO, Integration, Project Portfolio..., MS Project, Resource Management, Visio, Team Leadership
Education
Rensselaer Polytechnic Institute 1991 — 1994
MS, Operations Management
University of Connecticut 1986 — 1990
BSEE, Systems Engineering
IMCORP February 2013 - Present
VERTEX, Inc. January 2012 - February 2013
Project Management Institute 2006 - January 2013
The Hartford February 2008 - January 2012
Hartford Technology Services Company 2004 - 2008
United Illuminating 2002 - 2004
Avexxis October 1999 - January 2002
Control Solutions New England January 1993 - October 1999
Skills
Certified Project..., Six Sigma, Program Management, Change Management, Leadership, Vendor Management, Process Improvement, SDLC, Project Management, Business Analysis, Business Process, Process Engineering, PMO, Integration, Project Portfolio..., MS Project, Resource Management, Visio, Team Leadership
Education
Rensselaer Polytechnic Institute 1991 — 1994
MS, Operations Management
University of Connecticut 1986 — 1990
BSEE, Systems Engineering
Joseph Lynn Joseph Lynn's Vertex Inc. Experience June 2011 - Present
Job Consultant at Vertex Inc.
Industry Information Technology and Services
Experience
Vertex Inc. June 2011 - Present
ING DIRECT October 2008 - June 2011
Siemens Medical Solutions April 2005 - September 2008
Siemens Medical Solutions April 1998 - April 2005
Eclipsys September 1996 - April 1998
Shared Medical Systems June 1978 - September 1996
Skills
Spring, J2EE, Java, TDD, Agile, Scrum, JUnit, Tomcat, Ant, Eclipse, Subversion, Web Services, Object Oriented Design, JSP, Servlets, XML, JavaScript, Maven, JDBC, Agile Methodologies, CSS, XSLT, AJAX, OOP, SQL, MySQL, jQuery, iBatis, HTML 5, CSS3, Flex, Java Enterprise Edition, Test Driven Development, Design Patterns, UML, Software Design, SOA, Architecture, Spring Framework
Education
University of Scranton 1974 — 1978
B.S., Computer Science
Vertex Inc. June 2011 - Present
ING DIRECT October 2008 - June 2011
Siemens Medical Solutions April 2005 - September 2008
Siemens Medical Solutions April 1998 - April 2005
Eclipsys September 1996 - April 1998
Shared Medical Systems June 1978 - September 1996
Skills
Spring, J2EE, Java, TDD, Agile, Scrum, JUnit, Tomcat, Ant, Eclipse, Subversion, Web Services, Object Oriented Design, JSP, Servlets, XML, JavaScript, Maven, JDBC, Agile Methodologies, CSS, XSLT, AJAX, OOP, SQL, MySQL, jQuery, iBatis, HTML 5, CSS3, Flex, Java Enterprise Edition, Test Driven Development, Design Patterns, UML, Software Design, SOA, Architecture, Spring Framework
Education
University of Scranton 1974 — 1978
B.S., Computer Science
Keith Morgan Keith Morgan's Vertex Inc. Experience August 2012 - Present
Job Principal Consultant Data Warehousing, BI, and Visual Analytics
Industry Computer Software
Experience
Vertex Inc. August 2012 - Present
GSI Commerce August 2008 - July 2012
Wyeth Pharmaceuticals October 2000 - August 2008
Robert Half International March 1996 - August 2000
Cornet International January 1994 - January 1996
Skills
Data Warehousing, Data Integration, Business Intelligence, Data Modeling, ETL, SDLC, Enterprise Architecture, Master Data Management, Big Data, Database Design, Analytics, Oracle
Education
University of Phoenix
Information Technology/Software Development
Vertex Inc. August 2012 - Present
GSI Commerce August 2008 - July 2012
Wyeth Pharmaceuticals October 2000 - August 2008
Robert Half International March 1996 - August 2000
Cornet International January 1994 - January 1996
Skills
Data Warehousing, Data Integration, Business Intelligence, Data Modeling, ETL, SDLC, Enterprise Architecture, Master Data Management, Big Data, Database Design, Analytics, Oracle
Education
University of Phoenix
Information Technology/Software Development
Nakia Kearse, PMP Nakia Kearse, PMP's Vertex Inc. Experience February 2013 - June 2014
Job Leader in Program Managememt / Customer Experience Strategy / Product Development
Industry Financial Services
Experience
MassMutual Financial Group June 2014 - Present
The MI Network April 2012 - Present
VERTEX, Inc. February 2013 - June 2014
Prudential Financial September 2009 - September 2011
Prudential Financial January 2005 - September 2009
Prudential Financial September 2000 - January 2005
Prudential Financial 1998 - 2000
Prudential Financial July 1996 - 1998
Skills
Strategic Planning, Cross-functional Team..., Product Development, Product Marketing, Process Improvement, Insurance, Process Engineering, Business Process..., Lotus Notes, Visio, Mentoring, Team Building, Compliance, Risk Management, MS Project, Team Leadership, Problem Solving, Coaching, PMP, Business Strategy, Negotiation, Six Sigma, Lean Management
Education
Central Connecticut State University - ITBD 2012 — 2012
Six Sigma Black Belt Certification, Lean Manufacturing Certification
The College of New Jersey 1992 — 1996
BA, Public Administration, Communications, Psychology
MassMutual Financial Group June 2014 - Present
The MI Network April 2012 - Present
VERTEX, Inc. February 2013 - June 2014
Prudential Financial September 2009 - September 2011
Prudential Financial January 2005 - September 2009
Prudential Financial September 2000 - January 2005
Prudential Financial 1998 - 2000
Prudential Financial July 1996 - 1998
Skills
Strategic Planning, Cross-functional Team..., Product Development, Product Marketing, Process Improvement, Insurance, Process Engineering, Business Process..., Lotus Notes, Visio, Mentoring, Team Building, Compliance, Risk Management, MS Project, Team Leadership, Problem Solving, Coaching, PMP, Business Strategy, Negotiation, Six Sigma, Lean Management
Education
Central Connecticut State University - ITBD 2012 — 2012
Six Sigma Black Belt Certification, Lean Manufacturing Certification
The College of New Jersey 1992 — 1996
BA, Public Administration, Communications, Psychology
Tom Abrahamson Tom Abrahamson's Vertex Inc. Experience October 2011 - April 2012
Job VP, PMO at Webster Bank
Industry Insurance
Experience
Webster Bank July 2012 - June 2015
Corporate Information Technologies April 2012 - July 2012
VERTEX, Inc. October 2011 - April 2012
The Hartford April 2010 - October 2011
The Hartford December 2003 - April 2010
The Hartford Financial Services Group December 2003 - April 2010
Insurity 2000 - 2003
Kaiser Permanente 1994 - 1999
CISGEM 1992 - 1994
Skills
SDLC, Agile, Scrum, Waterfall, Agile Methodologies
Education
University of Massachusetts, Amherst 1984 — 1988
InQuira
Webster Bank July 2012 - June 2015
Corporate Information Technologies April 2012 - July 2012
VERTEX, Inc. October 2011 - April 2012
The Hartford April 2010 - October 2011
The Hartford December 2003 - April 2010
The Hartford Financial Services Group December 2003 - April 2010
Insurity 2000 - 2003
Kaiser Permanente 1994 - 1999
CISGEM 1992 - 1994
Skills
SDLC, Agile, Scrum, Waterfall, Agile Methodologies
Education
University of Massachusetts, Amherst 1984 — 1988
InQuira
Drew Sudell Drew Sudell's Vertex Inc. Experience July 2012 - January 2013
Job Senior Software Engineer at LifeShield, Inc.
Industry Computer Software
Experience
LifeShield, Inc. February 2013 - Present
Perigee Software, Inc. July 2012 - Present
Vertex Inc. July 2012 - January 2013
NAVTEQ July 2011 - March 2012
GSI Commerce December 2008 - July 2011
Invite Media, Inc February 2008 - December 2008
GSI Commerce July 2002 - February 2008
Trintech April 2000 - March 2002
HealthAxis August 1999 - February 2000
Platinum Technology August 1995 - June 1999
Skills
Software Development, Distributed Systems, Cloud Computing, Java, Python, C, Unix, Linux, REST, Spring, Django, Software Architectural..., Software Solution...
Education
Villanova University 1995 — 1998
MS, Computer Science
University of Pennsylvania 1979 — 1983
BA, Astronomy and Astrophysics
LifeShield, Inc. February 2013 - Present
Perigee Software, Inc. July 2012 - Present
Vertex Inc. July 2012 - January 2013
NAVTEQ July 2011 - March 2012
GSI Commerce December 2008 - July 2011
Invite Media, Inc February 2008 - December 2008
GSI Commerce July 2002 - February 2008
Trintech April 2000 - March 2002
HealthAxis August 1999 - February 2000
Platinum Technology August 1995 - June 1999
Skills
Software Development, Distributed Systems, Cloud Computing, Java, Python, C, Unix, Linux, REST, Spring, Django, Software Architectural..., Software Solution...
Education
Villanova University 1995 — 1998
MS, Computer Science
University of Pennsylvania 1979 — 1983
BA, Astronomy and Astrophysics
Norman Noel, FLMI's Vertex Inc. Experience August 2014 - Present
Job Technical Consultant at Ebix Consulting
Industry Information Technology and Services
Experience
VERTEX, Inc. August 2014 - Present
Selective Insurance September 2012 - August 2014
Lincoln Financial Group June 2008 - April 2012
VERTEX, Inc. April 2006 - April 2012
Hartford Life 2006 - 2007
Knights of Columbus 2004 - 2005
Systems Engineering Group 2001 - 2003
Mattioda Associates 1998 - 1999
Jackson National Life 1997 - 1998
Jackson National Life 1997 - 1998
Skills
TSO, COBOL, DB2, VSAM, CICS, Application Development, Mainframe, Fileaid, Insurance, Problem Solving, Systems Analysis, Endevor, Microsoft Office, Software Development, Programming, JCL, Visio, Requirements Gathering, Requirements Analysis, SDLC, Endeavor, Business Analysis, Data Warehousing, Business Requirements, Vendor Management, SQL, Process Improvement
Education
Boston College 1974 — 1978
B.A., Economics
Canterbury School 1971 — 1974
VERTEX, Inc. August 2014 - Present
Selective Insurance September 2012 - August 2014
Lincoln Financial Group June 2008 - April 2012
VERTEX, Inc. April 2006 - April 2012
Hartford Life 2006 - 2007
Knights of Columbus 2004 - 2005
Systems Engineering Group 2001 - 2003
Mattioda Associates 1998 - 1999
Jackson National Life 1997 - 1998
Jackson National Life 1997 - 1998
Skills
TSO, COBOL, DB2, VSAM, CICS, Application Development, Mainframe, Fileaid, Insurance, Problem Solving, Systems Analysis, Endevor, Microsoft Office, Software Development, Programming, JCL, Visio, Requirements Gathering, Requirements Analysis, SDLC, Endeavor, Business Analysis, Data Warehousing, Business Requirements, Vendor Management, SQL, Process Improvement
Education
Boston College 1974 — 1978
B.A., Economics
Canterbury School 1971 — 1974
Erin Martell Erin Martell's Vertex Inc. Experience June 2002 - August 2004
Job Senior Software Engineer at IMS Health
Industry Computer Software
Experience
IMS Health May 2006 - Present
NELCO March 2005 - May 2006
Vertex Inc. June 2002 - August 2004
Arthur Andersen January 2001 - June 2002
Childers Consulting Group 2000 - 2001
Skills
Microsoft SQL Server, C#, Oracle, SDLC, SQL, PowerBuilder, .NET, XML, ASP, Data Warehousing, ETL, Database Design, ASP.NET, T-SQL, VB.NET, Visual Studio
Education
University of Florida - Warrington College of Business Administration 2004 — 2005
MBA, Business
University of Florida 1995 — 1999
BS, Decision and Information Sciences
IMS Health May 2006 - Present
NELCO March 2005 - May 2006
Vertex Inc. June 2002 - August 2004
Arthur Andersen January 2001 - June 2002
Childers Consulting Group 2000 - 2001
Skills
Microsoft SQL Server, C#, Oracle, SDLC, SQL, PowerBuilder, .NET, XML, ASP, Data Warehousing, ETL, Database Design, ASP.NET, T-SQL, VB.NET, Visual Studio
Education
University of Florida - Warrington College of Business Administration 2004 — 2005
MBA, Business
University of Florida 1995 — 1999
BS, Decision and Information Sciences
Harold Burchfield Harold Burchfield's Vertex Inc. Experience 2007 - Present
Job Senior Solution Manager at Vertex Inc.
Industry Computer Software
Experience
Vertex Inc. 2007 - Present
SAP America, Inc. 1995 - 2007
Skills
SAP, ERP, Business Intelligence, Business Process, SAP R/3, Process Improvement, Requirements Analysis, Integration, Enterprise Software, IT Strategy, Business Process..., Software Project..., Business Analysis, SaaS, SAP Implementation
Education
University of Michigan - Stephen M. Ross School of Business 1985 — 1988
MBA
University of Michigan
MSME, Mechanical Engineering
University of Michigan
BSME, Mechanical Engineering
Vertex Inc. 2007 - Present
SAP America, Inc. 1995 - 2007
Skills
SAP, ERP, Business Intelligence, Business Process, SAP R/3, Process Improvement, Requirements Analysis, Integration, Enterprise Software, IT Strategy, Business Process..., Software Project..., Business Analysis, SaaS, SAP Implementation
Education
University of Michigan - Stephen M. Ross School of Business 1985 — 1988
MBA
University of Michigan
MSME, Mechanical Engineering
University of Michigan
BSME, Mechanical Engineering
Jones, Dan's Vertex Inc. Experience January 2002 - February 2003
Job Chief Technology Officer/VicePresident at Tax Technologies, Inc.
Industry Computer Software
Experience
Tax Technologies, Inc. April 2013 - Present
Tax Technologies, Inc. January 2013 - March 2013
Tax Technologies, Inc February 2003 - December 2012
Vertex, Inc January 2002 - February 2003
Arthur Andersen February 2001 - January 2002
Skills
T-SQL, .NET, C#, Microsoft SQL Server, Software Development, Product Management, Web Applications, Visual Studio, Project Management, Visual Basic, ERP, Web Services, ASP, SQL, VB.NET
Education
Wake Forest University School of Business 2015 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
University of Central Florida 1997 — 2000
BS, Management Information Systems
Tax Technologies, Inc. April 2013 - Present
Tax Technologies, Inc. January 2013 - March 2013
Tax Technologies, Inc February 2003 - December 2012
Vertex, Inc January 2002 - February 2003
Arthur Andersen February 2001 - January 2002
Skills
T-SQL, .NET, C#, Microsoft SQL Server, Software Development, Product Management, Web Applications, Visual Studio, Project Management, Visual Basic, ERP, Web Services, ASP, SQL, VB.NET
Education
Wake Forest University School of Business 2015 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
University of Central Florida 1997 — 2000
BS, Management Information Systems
Joseph M. Chapman, CPA Joseph M. Chapman, CPA's Vertex Inc. Experience June 2014 - Present
Job Income Tax Product Support Supervisor at Vertex Inc.
Industry Accounting
Experience
Vertex Inc. June 2014 - Present
Joseph M Chapman, CPA December 2008 - Present
Vertex Inc. November 2011 - May 2014
North and Company, CPAs PA December 2005 - December 2008
Skills
Accounting, Auditing, Tax, Quickbooks, Tax Preparation, Financial Reporting, QuickBooks, Small Business, Microsoft Excel, Corporate Tax, Payroll, CPA, Microsoft Office, Tax Accounting, Tax Research, Income Tax, GAAP
Education
University of South Florida 1994 — 1998
BA, Accounting
Vertex Inc. June 2014 - Present
Joseph M Chapman, CPA December 2008 - Present
Vertex Inc. November 2011 - May 2014
North and Company, CPAs PA December 2005 - December 2008
Skills
Accounting, Auditing, Tax, Quickbooks, Tax Preparation, Financial Reporting, QuickBooks, Small Business, Microsoft Excel, Corporate Tax, Payroll, CPA, Microsoft Office, Tax Accounting, Tax Research, Income Tax, GAAP
Education
University of South Florida 1994 — 1998
BA, Accounting
William C. Brennan William C. Brennan's Vertex Inc. Experience November 2011 - April 2012
Job Software Engineer
Industry Aviation & Aerospace
Experience
Vanguard November 2012 - December 2013
Vertex, Inc. November 2011 - April 2012
Lockheed Martin February 2002 - August 2011
Lockheed Martin April 2001 - February 2002
Lockheed Martin August 2000 - April 2001
Lockheed Martin June 1997 - August 2000
Lockheed Martin December 1996 - June 1997
Moore Products September 1995 - November 1996
Intermetrics June 1987 - September 1995
Skills
C++, Debugging, Unix, Testing, Java
Education
Villanova University 1986 — 1988
MS, Computer Science
Penn State University 1972 — 1976
B.S., Computer Science
Vanguard November 2012 - December 2013
Vertex, Inc. November 2011 - April 2012
Lockheed Martin February 2002 - August 2011
Lockheed Martin April 2001 - February 2002
Lockheed Martin August 2000 - April 2001
Lockheed Martin June 1997 - August 2000
Lockheed Martin December 1996 - June 1997
Moore Products September 1995 - November 1996
Intermetrics June 1987 - September 1995
Skills
C++, Debugging, Unix, Testing, Java
Education
Villanova University 1986 — 1988
MS, Computer Science
Penn State University 1972 — 1976
B.S., Computer Science
David Niemczyk David Niemczyk's Vertex Inc. Experience 2007 - 2009
Job Project Manager, IT Systems Manager
Industry Information Technology and Services
Experience
SNEC PMI 2010 - 2012
VERTEX, Inc. 2007 - 2009
ING - Americas 2000 - 2006
New England Financial 1996 - 1999
CSC Consulting 1987 - 1996
Education
PMI - Southern New England Chapter 2010 — 2011
Job training
Babson College - Franklin W. Olin Graduate School of Business
MBA, Finance, General Management
Georgetown University
BA, Political Science, Computer Science
SNEC PMI 2010 - 2012
VERTEX, Inc. 2007 - 2009
ING - Americas 2000 - 2006
New England Financial 1996 - 1999
CSC Consulting 1987 - 1996
Education
PMI - Southern New England Chapter 2010 — 2011
Job training
Babson College - Franklin W. Olin Graduate School of Business
MBA, Finance, General Management
Georgetown University
BA, Political Science, Computer Science
Kelley Lear Kelley Lear's Vertex Inc. Experience 2002 - 2006
Job Senior Global Operational Transfer Pricing Manager at Thomson Reuters
Industry Information Technology and Services
Experience
Thomson Reuters August 2013 - Present
Red Moon Solutions August 2006 - Present
Red Moon Solutions, Inc. January 2008 - August 2013
GWIZ March 2011 - March 2013
Vertex Inc. 2002 - 2006
Arthur Andersen 1997 - 2002
Arthur Andersen 1997 - 2002
Skills
Marketing, Alliance Development, Social Media Marketing, Project Management, Enterprise Software, Sales Management, Strategic Planning, Digital Marketing, Blogging, Agile Project Management, Software Development, Consulting, Business Development, Process Improvement, Strategic Alliances, Professional Services, Technology Integration, Business Intelligence, Management, Leadership, Sales, Account Management, SaaS, Product Development, Business Analysis, SharePoint, Start-ups, Management Consulting, CRM, Finance, Cross-functional Team..., Business Process..., Mergers & Acquisitions, Strategic Partnerships, Executive Management, Strategy
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1994 — 1996
MBA, International Finance, Strategic Marketing
University of New Hampshire 1991 — 1994
BA, Political Science, Economics
Thomson Reuters August 2013 - Present
Red Moon Solutions August 2006 - Present
Red Moon Solutions, Inc. January 2008 - August 2013
GWIZ March 2011 - March 2013
Vertex Inc. 2002 - 2006
Arthur Andersen 1997 - 2002
Arthur Andersen 1997 - 2002
Skills
Marketing, Alliance Development, Social Media Marketing, Project Management, Enterprise Software, Sales Management, Strategic Planning, Digital Marketing, Blogging, Agile Project Management, Software Development, Consulting, Business Development, Process Improvement, Strategic Alliances, Professional Services, Technology Integration, Business Intelligence, Management, Leadership, Sales, Account Management, SaaS, Product Development, Business Analysis, SharePoint, Start-ups, Management Consulting, CRM, Finance, Cross-functional Team..., Business Process..., Mergers & Acquisitions, Strategic Partnerships, Executive Management, Strategy
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1994 — 1996
MBA, International Finance, Strategic Marketing
University of New Hampshire 1991 — 1994
BA, Political Science, Economics
Mike Guelker Mike Guelker's Vertex Inc. Experience 2004 - 2010
Job
Industry Management Consulting
Experience
EY July 2014 - Present
EY June 2010 - June 2014
Vertex, Inc. 2004 - 2010
PricewaterhouseCoopers LLP 1999 - 2003
PricewaterhouseCoopers LLP 1998 - 1999
PricewaterhouseCoopers LLP 1995 - 1998
PricewaterhouseCoopers LLP 1993 - 1995
PricewaterhouseCoopers LLP 1990 - 1993
Performance Associates Corporation/General Software Corporation 1990 - 1990
R.S. Markovitz and Company 1989 - 1990
Skills
Accounting, Internal Controls, Tax Accounting, Tax, Financial Reporting, Corporate Tax, Strategic Planning, ERP, Project Management, Strategy, Financial Accounting, Internal Audit, Indirect Taxation, ERP Software, Finance, Sarbanes-Oxley Act
Education
Penn State University 1981 — 1985
BS
EY July 2014 - Present
EY June 2010 - June 2014
Vertex, Inc. 2004 - 2010
PricewaterhouseCoopers LLP 1999 - 2003
PricewaterhouseCoopers LLP 1998 - 1999
PricewaterhouseCoopers LLP 1995 - 1998
PricewaterhouseCoopers LLP 1993 - 1995
PricewaterhouseCoopers LLP 1990 - 1993
Performance Associates Corporation/General Software Corporation 1990 - 1990
R.S. Markovitz and Company 1989 - 1990
Skills
Accounting, Internal Controls, Tax Accounting, Tax, Financial Reporting, Corporate Tax, Strategic Planning, ERP, Project Management, Strategy, Financial Accounting, Internal Audit, Indirect Taxation, ERP Software, Finance, Sarbanes-Oxley Act
Education
Penn State University 1981 — 1985
BS
John Garay John Garay's Vertex Inc. Experience January 2009 - January 2012
Job Director of Product Marketing at InEight
Industry Computer Software
Experience
InEight Inc. April 2013 - Present
Web Geek Group November 2012 - April 2013
SunGard Financial Systems January 2012 - November 2012
Vertex Inc. January 2009 - January 2012
DecisionEdge, Inc. March 2005 - September 2008
Primavera Systems - now Oracle Corporation January 1997 - March 2005
Primavera Systems - now Oracle Corporation January 1997 - March 2005
Primavera Systems - now Oracle Corporation August 1992 - January 1997
Skills
Product Management, Business Development, Pragmatic Marketing..., Enterprise Software, Solution Selling, Product Marketing, Go-to-market Strategy, SaaS, Salesforce.com, Cloud Computing, Cross-functional Team..., Strategic Partnerships, Professional Services, Business Alliances, Competitive Analysis, Strategy, Wordpress, Product Launch, Business Process..., Management, E-commerce, Digital Marketing, SEO, B2B, WordPress, Program Management, Business Process, Project Portfolio..., Start-ups, Contract Negotiation, Entrepreneurship, Leadership, Market Research, Marketing, Integrated Marketing, Consulting, Strategic Planning, Quality Assurance, Business Planning, Lead Generation, Executive Management, Integration
Education
Villanova University 1998 — 2004
MBA, Business Administration
University of Pennsylvania 1988 — 1992
BA, Psychology
Wheaton Central High School 1985 — 1988
Seaholm High School 1984 — 1985
InEight Inc. April 2013 - Present
Web Geek Group November 2012 - April 2013
SunGard Financial Systems January 2012 - November 2012
Vertex Inc. January 2009 - January 2012
DecisionEdge, Inc. March 2005 - September 2008
Primavera Systems - now Oracle Corporation January 1997 - March 2005
Primavera Systems - now Oracle Corporation January 1997 - March 2005
Primavera Systems - now Oracle Corporation August 1992 - January 1997
Skills
Product Management, Business Development, Pragmatic Marketing..., Enterprise Software, Solution Selling, Product Marketing, Go-to-market Strategy, SaaS, Salesforce.com, Cloud Computing, Cross-functional Team..., Strategic Partnerships, Professional Services, Business Alliances, Competitive Analysis, Strategy, Wordpress, Product Launch, Business Process..., Management, E-commerce, Digital Marketing, SEO, B2B, WordPress, Program Management, Business Process, Project Portfolio..., Start-ups, Contract Negotiation, Entrepreneurship, Leadership, Market Research, Marketing, Integrated Marketing, Consulting, Strategic Planning, Quality Assurance, Business Planning, Lead Generation, Executive Management, Integration
Education
Villanova University 1998 — 2004
MBA, Business Administration
University of Pennsylvania 1988 — 1992
BA, Psychology
Wheaton Central High School 1985 — 1988
Seaholm High School 1984 — 1985
Denise Terrance-Campion Denise Terrance-Campion's Vertex Inc. Experience June 2011 - November 2011
Job Project Manager Consultant
Industry Information Technology and Services
Experience
Lincoln Financial Group October 2013 - November 2014
TEKsystems May 2013 - August 2013
VERTEX, Inc. June 2011 - November 2011
Vertex Incorporated April 2010 - May 2011
RED IT Consulting LLC January 2008 - December 2010
RED IT Consulting LLC January 2008 - May 2009
Vertex Incorporated 2005 - 2008
Vertex Incorporated February 2004 - June 2007
CIGNA Healthcare June 2000 - July 2003
Skills
IT Solutions, Call Center, Mergers, Project Management
Education
Syracuse University 1998 — 2000
M.S., Information Studies: Telecommunications & Network Management
St. Lawrence University 1987 — 1991
B.A., Fine Arts
Lincoln Financial Group October 2013 - November 2014
TEKsystems May 2013 - August 2013
VERTEX, Inc. June 2011 - November 2011
Vertex Incorporated April 2010 - May 2011
RED IT Consulting LLC January 2008 - December 2010
RED IT Consulting LLC January 2008 - May 2009
Vertex Incorporated 2005 - 2008
Vertex Incorporated February 2004 - June 2007
CIGNA Healthcare June 2000 - July 2003
Skills
IT Solutions, Call Center, Mergers, Project Management
Education
Syracuse University 1998 — 2000
M.S., Information Studies: Telecommunications & Network Management
St. Lawrence University 1987 — 1991
B.A., Fine Arts
Steve Rosen's Vertex Inc. Experience 2007 - 2008
Job Senior Consultant, Business Intelligence at Anexinet
Industry Information Technology and Services
Experience
Anexinet August 2015 - Present
Gap International January 2015 - July 2015
Versify Solutions October 2011 - December 2014
RR Donnelley November 2010 - September 2011
Dollar Financial Group September 2008 - November 2010
Vertex, Inc. 2007 - 2008
Independant 2005 - 2006
ADVISORport 2004 - 2005
Braun Consulting 1997 - 2000
Siemens Research and Technology 1984 - 1987
Skills
SQL Server 2014, SQL Server 2012, Microsoft SQL Server, Tabular OLAP Modeling, VMware Infrastructure, Databases, vSphere, High Availability..., Business Intelligence, VMware vSphere, Virtualization, Windows Azure, SQL Azure, T-SQL, SSIS, SSRS, ETL, Relational Databases, Integration, Data Warehousing, Data Modeling, Stored Procedures, Visual Studio, Data Integration, Database Design, Data Warehouse..., Performance Tuning, C#, Microsoft Technologies, Database Admin, SDLC, Database Management, Disaster Recovery, SQL Server Management..., Database Administration, Business Intelligence..., Database Development, Dimensional Modeling, SQL Tuning, OLTP, OLAP, Erwin, Query Optimization, TFS, Confio Ignite, Integration Services, VMWare, .NET, Power BI, Disaster R
Education
Drexel University 1979 — 1984
BS, Computer Science
Anexinet August 2015 - Present
Gap International January 2015 - July 2015
Versify Solutions October 2011 - December 2014
RR Donnelley November 2010 - September 2011
Dollar Financial Group September 2008 - November 2010
Vertex, Inc. 2007 - 2008
Independant 2005 - 2006
ADVISORport 2004 - 2005
Braun Consulting 1997 - 2000
Siemens Research and Technology 1984 - 1987
Skills
SQL Server 2014, SQL Server 2012, Microsoft SQL Server, Tabular OLAP Modeling, VMware Infrastructure, Databases, vSphere, High Availability..., Business Intelligence, VMware vSphere, Virtualization, Windows Azure, SQL Azure, T-SQL, SSIS, SSRS, ETL, Relational Databases, Integration, Data Warehousing, Data Modeling, Stored Procedures, Visual Studio, Data Integration, Database Design, Data Warehouse..., Performance Tuning, C#, Microsoft Technologies, Database Admin, SDLC, Database Management, Disaster Recovery, SQL Server Management..., Database Administration, Business Intelligence..., Database Development, Dimensional Modeling, SQL Tuning, OLTP, OLAP, Erwin, Query Optimization, TFS, Confio Ignite, Integration Services, VMWare, .NET, Power BI, Disaster R
Education
Drexel University 1979 — 1984
BS, Computer Science
Sarai Pegram Sarai Pegram's Vertex Inc. Experience July 2012 - October 2014
Job Designer at Macmillan Publishing
Industry Graphic Design
Experience
Macmillan October 2014 - Present
Sarai Pegram June 2014 - Present
Vertex Inc. July 2012 - October 2014
Oneboat Publishing May 2013 - September 2013
UNC School of Law May 2012 - July 2012
UNC School of Law January 2012 - May 2012
Jennette's Pier August 2011 - December 2011
UNC Office of Scholarships and Student Aid September 2008 - July 2009
Skills
WordPress, HTML, CSS, Illustrator, Typography, Graphic Design, Adobe Creative Suite, Microsoft Office, Public Speaking, Social Media, InDesign, Adobe Acrobat, Publishing, Online Publishing, Advertising, Blogging, Fundraising, Photoshop, Web Design, Microsoft Excel, Customer Service, Microsoft Word, Excel, Word, Customer Relations, Coastal Issues, Traveling, Adobe LiveCycle Designer, PowerPoint, Social Media Marketing, Marketing Strategy, Facebook, Digital Illustration, Vector Illustration, Dreamweaver, Layout, Brochures
Education
UNC Chapel Hill 2008 — 2012
Bachelor of Arts (BA), Environmental Studies
Westchester Country Day School 2004 — 2008
Macmillan October 2014 - Present
Sarai Pegram June 2014 - Present
Vertex Inc. July 2012 - October 2014
Oneboat Publishing May 2013 - September 2013
UNC School of Law May 2012 - July 2012
UNC School of Law January 2012 - May 2012
Jennette's Pier August 2011 - December 2011
UNC Office of Scholarships and Student Aid September 2008 - July 2009
Skills
WordPress, HTML, CSS, Illustrator, Typography, Graphic Design, Adobe Creative Suite, Microsoft Office, Public Speaking, Social Media, InDesign, Adobe Acrobat, Publishing, Online Publishing, Advertising, Blogging, Fundraising, Photoshop, Web Design, Microsoft Excel, Customer Service, Microsoft Word, Excel, Word, Customer Relations, Coastal Issues, Traveling, Adobe LiveCycle Designer, PowerPoint, Social Media Marketing, Marketing Strategy, Facebook, Digital Illustration, Vector Illustration, Dreamweaver, Layout, Brochures
Education
UNC Chapel Hill 2008 — 2012
Bachelor of Arts (BA), Environmental Studies
Westchester Country Day School 2004 — 2008
Katherine Heroux Katherine Heroux's Vertex Inc. Experience March 1991 - Present
Job Computer Systems Consultant at VERTEX, Inc.
Industry Information Technology and Services
Experience
VERTEX, Inc. March 1991 - Present
Command Systems July 1987 - February 1991
Spalding Sports Worldwide January 1984 - July 1987
Education
State University of New York at Albany 1978 — 1982
Bachelor of Science (BS), Mathematics and Computer Science
VERTEX, Inc. March 1991 - Present
Command Systems July 1987 - February 1991
Spalding Sports Worldwide January 1984 - July 1987
Education
State University of New York at Albany 1978 — 1982
Bachelor of Science (BS), Mathematics and Computer Science
Griffin Boss Griffin Boss's Vertex Inc. Experience June 2013 - August 2013
Job Business Development Intern at Vert Capital Corp
Industry Higher Education
Experience
Vert Capital Corp May 2015 - Present
The Kitchen for Exploring Foods June 2014 - Present
Trojan Athletics September 2013 - Present
Afton Properties May 2014 - August 2014
Vertex Inc. June 2013 - August 2013
Waynesborough Country Club March 2009 - August 2012
Panera Bread November 2011 - April 2012
Skills
Microsoft Office, Java, Programming, Social Media, PowerPoint, C++, SQL, Databases, Management, OS X, Public Speaking, Teamwork, Leadership, Research, Eclipse, Windows, Customer Service, Social Networking, Event Planning
Education
University of Southern California 2012 — 2016
Bachelor's Degree, Economics, Minor in Business Finance, Junior
Vert Capital Corp May 2015 - Present
The Kitchen for Exploring Foods June 2014 - Present
Trojan Athletics September 2013 - Present
Afton Properties May 2014 - August 2014
Vertex Inc. June 2013 - August 2013
Waynesborough Country Club March 2009 - August 2012
Panera Bread November 2011 - April 2012
Skills
Microsoft Office, Java, Programming, Social Media, PowerPoint, C++, SQL, Databases, Management, OS X, Public Speaking, Teamwork, Leadership, Research, Eclipse, Windows, Customer Service, Social Networking, Event Planning
Education
University of Southern California 2012 — 2016
Bachelor's Degree, Economics, Minor in Business Finance, Junior
Blair Hart Blair Hart's Vertex Inc. Experience June 2013 - Present
Job IT Consultant at Vertex/Ebix Inc.
Industry Information Technology and Services
Experience
VERTEX, Inc. June 2013 - Present
Allstate December 2011 - June 2013
Allstate May 2011 - December 2011
Aflac November 2007 - May 2011
Aflac February 2006 - November 2007
Aflac November 2004 - February 2006
Skills
Visio, Business Requirements, Business Analysis, Requirements Gathering, Insurance, SDLC, Analysis, Team Leadership, Process Improvement, SharePoint, Access, Microsoft Office, Project Coordination, Customer Service, Strategic Planning, Microsoft Excel, Mainframe, Business Process..., Business Process, Project Management, Life 70, PowerPoint, Critical Thinking, Life Insurance, System Testing, People Skills, Requirements Analysis, Leadership, Systems Analysis, Teamwork, Computer Science, Corporate Finance, Software Project..., Business Intelligence, JCL, Testing, Vendor Management, Management, Data Analysis, Excel, Workflow Analysis, NetBeans, Problem Solving, Business Objects, Information Technology, VSAM, IBM Mainframe, TSO, Fixed Annuities, User Acceptance Testing
Education
Walden University 2011 — 2014
Master of Science, Information Systems
Columbus State University 2004 — 2009
Bachelor of Business Administration, Finance
VERTEX, Inc. June 2013 - Present
Allstate December 2011 - June 2013
Allstate May 2011 - December 2011
Aflac November 2007 - May 2011
Aflac February 2006 - November 2007
Aflac November 2004 - February 2006
Skills
Visio, Business Requirements, Business Analysis, Requirements Gathering, Insurance, SDLC, Analysis, Team Leadership, Process Improvement, SharePoint, Access, Microsoft Office, Project Coordination, Customer Service, Strategic Planning, Microsoft Excel, Mainframe, Business Process..., Business Process, Project Management, Life 70, PowerPoint, Critical Thinking, Life Insurance, System Testing, People Skills, Requirements Analysis, Leadership, Systems Analysis, Teamwork, Computer Science, Corporate Finance, Software Project..., Business Intelligence, JCL, Testing, Vendor Management, Management, Data Analysis, Excel, Workflow Analysis, NetBeans, Problem Solving, Business Objects, Information Technology, VSAM, IBM Mainframe, TSO, Fixed Annuities, User Acceptance Testing
Education
Walden University 2011 — 2014
Master of Science, Information Systems
Columbus State University 2004 — 2009
Bachelor of Business Administration, Finance
Theresa M Bolmarcich, Ph.D.'s Vertex Inc. Experience May 2013 - Present
Job Market Research and Intelligence Leader
Industry Computer Software
Experience
Vertex, Inc. May 2013 - Present
Vertex Inc. July 2008 - Present
Education
Temple University - Fox School of Business and Management 2012 — 2018
MBA Student, Strategic Management Concentration
Temple University
Ph.D., Mass Media and Communication, quantitative research focus, 4.0
University of Pennsylvania
B.A, Communciation Policies, Systems and Organizations, 3.4
Vertex, Inc. May 2013 - Present
Vertex Inc. July 2008 - Present
Education
Temple University - Fox School of Business and Management 2012 — 2018
MBA Student, Strategic Management Concentration
Temple University
Ph.D., Mass Media and Communication, quantitative research focus, 4.0
University of Pennsylvania
B.A, Communciation Policies, Systems and Organizations, 3.4
Molly Clarke's Vertex Inc. Experience May 2010 - August 2010
Job Web Marketing Manager at ZoomInfo
Industry Marketing and Advertising
Experience
ZoomInfo August 2015 - Present
Blast Fitness April 2015 - August 2015
Thomson Reuters March 2014 - April 2015
eGeneration Marketing September 2012 - March 2014
Steward Health Care March 2012 - September 2012
"e" inc. The Environment Science Learning and Action Center June 2011 - August 2011
VERTEX, Inc. May 2010 - August 2010
Skills
Social Media, Public Relations, Event Planning, Facebook, SEO, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Graphic Design, Photoshop, Public Speaking, Digital Marketing, Twitter, Pinterest, Google+
Education
Lasell College 2008 — 2012
Bachelor of Arts (B.A.), Communication, Public Relations
Berlin High School 2004 — 2008
High School Diploma, General Studies
ZoomInfo August 2015 - Present
Blast Fitness April 2015 - August 2015
Thomson Reuters March 2014 - April 2015
eGeneration Marketing September 2012 - March 2014
Steward Health Care March 2012 - September 2012
"e" inc. The Environment Science Learning and Action Center June 2011 - August 2011
VERTEX, Inc. May 2010 - August 2010
Skills
Social Media, Public Relations, Event Planning, Facebook, SEO, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Graphic Design, Photoshop, Public Speaking, Digital Marketing, Twitter, Pinterest, Google+
Education
Lasell College 2008 — 2012
Bachelor of Arts (B.A.), Communication, Public Relations
Berlin High School 2004 — 2008
High School Diploma, General Studies
Deborah Corkindale Deborah Corkindale's Vertex Inc. Experience June 2005 - March 2013
Job Systems Consultant, Vertex, Incorporated.
Industry Information Technology and Services
Experience
VERTEX, Inc. June 2005 - March 2013
PilotFish Technology September 2003 - June 2005
CSC April 1984 - May 2003
Skills
COBOL, Systems Analysis, DB2, Visio, Requirements Analysis, JCL, SDLC, Mainframe, XML, Universal Life, Whole Life, Requirements Gathering, Business Analysis, QA Engineering, Functional..., Requirement..., System Testing, Regression Testing
Education
Capella University 2002 — 2004
Master's degree, Consulting Psych
The University of Connecticut
Bachelor of Arts (B.A.), English / Psychology
VERTEX, Inc. June 2005 - March 2013
PilotFish Technology September 2003 - June 2005
CSC April 1984 - May 2003
Skills
COBOL, Systems Analysis, DB2, Visio, Requirements Analysis, JCL, SDLC, Mainframe, XML, Universal Life, Whole Life, Requirements Gathering, Business Analysis, QA Engineering, Functional..., Requirement..., System Testing, Regression Testing
Education
Capella University 2002 — 2004
Master's degree, Consulting Psych
The University of Connecticut
Bachelor of Arts (B.A.), English / Psychology
Mark Brier Mark Brier's Vertex Inc. Experience June 2008 - February 2011
Job Regional Sales Manager at Safety Chain Software
Industry Information Services
Experience
Safety Chain Software June 2015 - Present
Resaleworld.com August 2014 - Present
Fidelity Investments June 2013 - July 2013
Thomson Reuters February 2011 - March 2012
Vertex, Inc June 2008 - February 2011
Wolters Kluwer March 2003 - May 2007
ADP 2000 - 2002
Thomson Reuters 1995 - 2000
Skills
Consultative Selling, Prospects, Fortune 1000, Technology Solutions, Lead Generation, Software Solutions, Selling, Prospect, Sales, New Business Development, Sales Process, Enterprise Software, Consensus Builder, Stakeholder Relations, Skilled Public Speaker, C-level Client Account..., Brand Development..., ROI / Value Added..., Client Insight Analyst, SMB / Enterprise Level..., Persuasive Call to..., Relationship Management, Strategic Alliances, SaaS, Business Development, Public Speaking, Management, Business Intelligence, Stakeholder Management, Salesforce.com, Leadership, Sales Operations, Outsourcing, Consensus Building, CRM, Strategy, ERP, Negotiation, Solution Selling, Analysis, Customer Retention, Strategic Partnerships
Education
University of Northern Colorado
Bachelor's degree, Marketing
University of Northern Colorado
Bachelor of Arts (B.A.), Marketing
Safety Chain Software June 2015 - Present
Resaleworld.com August 2014 - Present
Fidelity Investments June 2013 - July 2013
Thomson Reuters February 2011 - March 2012
Vertex, Inc June 2008 - February 2011
Wolters Kluwer March 2003 - May 2007
ADP 2000 - 2002
Thomson Reuters 1995 - 2000
Skills
Consultative Selling, Prospects, Fortune 1000, Technology Solutions, Lead Generation, Software Solutions, Selling, Prospect, Sales, New Business Development, Sales Process, Enterprise Software, Consensus Builder, Stakeholder Relations, Skilled Public Speaker, C-level Client Account..., Brand Development..., ROI / Value Added..., Client Insight Analyst, SMB / Enterprise Level..., Persuasive Call to..., Relationship Management, Strategic Alliances, SaaS, Business Development, Public Speaking, Management, Business Intelligence, Stakeholder Management, Salesforce.com, Leadership, Sales Operations, Outsourcing, Consensus Building, CRM, Strategy, ERP, Negotiation, Solution Selling, Analysis, Customer Retention, Strategic Partnerships
Education
University of Northern Colorado
Bachelor's degree, Marketing
University of Northern Colorado
Bachelor of Arts (B.A.), Marketing
Sue Sopko's Vertex Inc. Experience January 1998 - April 2008
Job Regional Account Executive, OpenSymmetry
Industry Information Technology and Services
Experience
OpenSymmetry December 2013 - Present
IBM August 2012 - October 2013
Citi Prepaid Services July 2010 - May 2012
JM & Company January 2010 - July 2010
Vertex, Inc. January 1998 - April 2008
Skills
Negotiation, Sales, Enterprise Software, Sales Operations, Relationship Management, Contract Negotiation, Driving Sales..., Solution Selling, Performance Management..., Disclosure Management..., Strategic Relationships, Business Analytics, Value Selling, New Business Development, Financial Services, Business Intelligence, Sales Performance..., Channel Program..., Channel Partner..., Exceeding Quotas, Competitive, Strong Communication..., Managing Key Accounts, Consultative Approach, Financial Management..., Vendor Management, Business Strategy, Solution Architecture, Professional Services, Cross Functional Team..., Territory Penetration, Strategy Alignment, Strategic Partnerships, Performance Management, CRM, Management, Salesforce.com, Business Development, SaaS
Education
University of Delaware
Bachelor's Degree
OpenSymmetry December 2013 - Present
IBM August 2012 - October 2013
Citi Prepaid Services July 2010 - May 2012
JM & Company January 2010 - July 2010
Vertex, Inc. January 1998 - April 2008
Skills
Negotiation, Sales, Enterprise Software, Sales Operations, Relationship Management, Contract Negotiation, Driving Sales..., Solution Selling, Performance Management..., Disclosure Management..., Strategic Relationships, Business Analytics, Value Selling, New Business Development, Financial Services, Business Intelligence, Sales Performance..., Channel Program..., Channel Partner..., Exceeding Quotas, Competitive, Strong Communication..., Managing Key Accounts, Consultative Approach, Financial Management..., Vendor Management, Business Strategy, Solution Architecture, Professional Services, Cross Functional Team..., Territory Penetration, Strategy Alignment, Strategic Partnerships, Performance Management, CRM, Management, Salesforce.com, Business Development, SaaS
Education
University of Delaware
Bachelor's Degree
Adam Antoszewski Adam Antoszewski's Vertex Inc. Experience April 2005 - November 2010
Job Information Systems Professional
Industry Computer Software
Experience
Trinity Services Group, Inc. December 2013 - Present
Codeware, Inc. November 2010 - September 2013
Vertex Inc. April 2005 - November 2010
Accenture, LLP. June 2000 - April 2005
Skills
SDLC, Software Development, Integration, Requirements Analysis, C#, Visual Studio, SOA, Microsoft SQL Server, Agile Methodologies, T-SQL, Software Project..., SQL, ASP.NET, Visual Basic, Oracle, Enterprise Architecture, PL/SQL, Visual C++, Databases, Agile Project Management, Systems Analysis, Business Intelligence, Data Modeling, XML, .NET, Visio, Requirements Gathering, TFS, AngularJS, Siebel, ASP.NET MVC
Education
University of South Florida 1995 — 2000
Bachelor of Science (B.S.), Management Information Systems
Technical School - Jelenia Gora, Poland
Professional Diploma
Trinity Services Group, Inc. December 2013 - Present
Codeware, Inc. November 2010 - September 2013
Vertex Inc. April 2005 - November 2010
Accenture, LLP. June 2000 - April 2005
Skills
SDLC, Software Development, Integration, Requirements Analysis, C#, Visual Studio, SOA, Microsoft SQL Server, Agile Methodologies, T-SQL, Software Project..., SQL, ASP.NET, Visual Basic, Oracle, Enterprise Architecture, PL/SQL, Visual C++, Databases, Agile Project Management, Systems Analysis, Business Intelligence, Data Modeling, XML, .NET, Visio, Requirements Gathering, TFS, AngularJS, Siebel, ASP.NET MVC
Education
University of South Florida 1995 — 2000
Bachelor of Science (B.S.), Management Information Systems
Technical School - Jelenia Gora, Poland
Professional Diploma
Paul Dellevigne Paul Dellevigne's Vertex Inc. Experience 2000 - February 2009
Job Sales & Use Tax Technology Manager at Grant Thornton LLP
Industry Computer Software
Experience
Grant Thornton LLP October 2011 - Present
Toboggan Consulting LLC February 2009 - October 2011
Vertex Inc 2000 - February 2009
Toboggan Consulting LLC 1997 - 2000
Applied Optical Media 1989 - 1997
Institute for Scientific Information 1987 - 1989
FIZ Karlsruhe 1985 - 1987
Technicon 1981 - 1985
Richardson-Vicks July 1979 - May 1981
McNeil Laboratories August 1975 - August 1979
Skills
Tax Technology, Sales & Use Tax, SAP, Financial Reporting, Product Management, Tax, ERP, SaaS, Product Development, Management, Analysis, Budgets, Process Improvement, Enterprise Software, Business Analysis, Business Intelligence
Education
Iona College Hagan School of Business 1980 — 1983
MBA, Finance
New York University - Leonard N. Stern School of Business
International Business
University of Pennsylvania
BA, Chemistry
Grant Thornton LLP October 2011 - Present
Toboggan Consulting LLC February 2009 - October 2011
Vertex Inc 2000 - February 2009
Toboggan Consulting LLC 1997 - 2000
Applied Optical Media 1989 - 1997
Institute for Scientific Information 1987 - 1989
FIZ Karlsruhe 1985 - 1987
Technicon 1981 - 1985
Richardson-Vicks July 1979 - May 1981
McNeil Laboratories August 1975 - August 1979
Skills
Tax Technology, Sales & Use Tax, SAP, Financial Reporting, Product Management, Tax, ERP, SaaS, Product Development, Management, Analysis, Budgets, Process Improvement, Enterprise Software, Business Analysis, Business Intelligence
Education
Iona College Hagan School of Business 1980 — 1983
MBA, Finance
New York University - Leonard N. Stern School of Business
International Business
University of Pennsylvania
BA, Chemistry
Daniel Krywko, MBA Daniel Krywko, MBA's Vertex Inc. Experience May 2005 - Present
Job Test Engineer at Vertex, Inc
Industry Computer Software
Experience
Vertex, Inc May 2005 - Present
Sleek Audio April 2005 - Present
Hewitt Associates November 2004 - May 2005
Skills
SQL, Databases, Test Planning, User Acceptance Testing, System Testing, Windows Server, Software Quality..., Microsoft SQL Server, Test Cases, Windows 7, Performance Testing, Load Testing, Microsoft Excel, PowerPoint, Defect Tracking, Microsoft SQL Server..., Microsoft SQL Server..., Windows Server 2003, Windows Server 2008..., Windows Server 2008 R2, Microsoft Exchange 2003, Microsoft Exchange 2008, Stress Testing, Endurance Testing
Education
University of South Florida - College of Business Administration 2006 — 2008
MBA, Finance
University of Central Florida - College of Business Administration 1999 — 2003
BSBA, Management Information Systems
Vertex, Inc May 2005 - Present
Sleek Audio April 2005 - Present
Hewitt Associates November 2004 - May 2005
Skills
SQL, Databases, Test Planning, User Acceptance Testing, System Testing, Windows Server, Software Quality..., Microsoft SQL Server, Test Cases, Windows 7, Performance Testing, Load Testing, Microsoft Excel, PowerPoint, Defect Tracking, Microsoft SQL Server..., Microsoft SQL Server..., Windows Server 2003, Windows Server 2008..., Windows Server 2008 R2, Microsoft Exchange 2003, Microsoft Exchange 2008, Stress Testing, Endurance Testing
Education
University of South Florida - College of Business Administration 2006 — 2008
MBA, Finance
University of Central Florida - College of Business Administration 1999 — 2003
BSBA, Management Information Systems
Maria Thomson, FSA Maria Thomson, FSA's Vertex Inc. Experience December 2014 - Present
Job Business Consultant at VERTEX, Inc.
Industry Insurance
Experience
VERTEX, Inc. December 2014 - Present
Top Floor Learning October 2013 - Present
Zintro Inc. January 2013 - May 2014
RAD Insurance Holdings, Inc. March 2010 - December 2013
SYNEV September 2011 - April 2012
Phoenix Life Insurance Company December 2007 - June 2009
RAD Insurance Holdings, Inc January 2004 - November 2007
Thomson Management Solutions, Inc. June 1991 - December 2003
Monarch Life Insurance Co. August 1990 - June 1991
John Hancock Life Insurance Company October 1985 - March 1990
Skills
Actuarial Science, Product Development, Life Insurance Strategy, Automated Underwriting, SharePoint, STP, Middle Market, Life Insurance, Underwriting, Reinsurance, Disability Insurance, Insurance, Leadership, Product Management, Health Insurance, Term Life Insurance, Fixed Annuities, Strategy, Pricing, Finance, Executive Management
Education
The University of Texas at Austin 1970 — 1974
BA, MBA, Actuarial Science
VERTEX, Inc. December 2014 - Present
Top Floor Learning October 2013 - Present
Zintro Inc. January 2013 - May 2014
RAD Insurance Holdings, Inc. March 2010 - December 2013
SYNEV September 2011 - April 2012
Phoenix Life Insurance Company December 2007 - June 2009
RAD Insurance Holdings, Inc January 2004 - November 2007
Thomson Management Solutions, Inc. June 1991 - December 2003
Monarch Life Insurance Co. August 1990 - June 1991
John Hancock Life Insurance Company October 1985 - March 1990
Skills
Actuarial Science, Product Development, Life Insurance Strategy, Automated Underwriting, SharePoint, STP, Middle Market, Life Insurance, Underwriting, Reinsurance, Disability Insurance, Insurance, Leadership, Product Management, Health Insurance, Term Life Insurance, Fixed Annuities, Strategy, Pricing, Finance, Executive Management
Education
The University of Texas at Austin 1970 — 1974
BA, MBA, Actuarial Science
Jonathan Spearman, MBA, PMP Jonathan Spearman, MBA, PMP's Vertex Inc. Experience December 2013 - January 2014
Job Senior Project Manager at Anthem
Industry Insurance
Experience
Anthem February 2014 - Present
VERTEX, Inc. December 2013 - January 2014
Lincoln Financial Group March 2013 - November 2013
Bristol-Myers Squibb August 2011 - December 2012
Pfizer June 2010 - July 2011
Pfizer June 2008 - June 2010
Foxwoods Resort Casino/MGM Grand June 1998 - May 2008
Skills
Customer Relations, Customer Service, Building Strong Teams, Results Oriented, Strategic Planning, High Performance Teams, Process Improvement, PMP, Goal Oriented, SDLC, Project Management, Project Planning, Change Management, Security, CRM, Strategy, Integration, Team Building, Analysis, Training, Leadership, Team Leadership, Project Portfolio..., Management, Six Sigma, Vendor Management, Troubleshooting, PMO
Education
Southern Connecticut State University 2001 — 2003
MBA, Masters in Business Administration
Southern Connecticut State University 1989 — 1995
Bachelor of Science, Business Administration
Anthem February 2014 - Present
VERTEX, Inc. December 2013 - January 2014
Lincoln Financial Group March 2013 - November 2013
Bristol-Myers Squibb August 2011 - December 2012
Pfizer June 2010 - July 2011
Pfizer June 2008 - June 2010
Foxwoods Resort Casino/MGM Grand June 1998 - May 2008
Skills
Customer Relations, Customer Service, Building Strong Teams, Results Oriented, Strategic Planning, High Performance Teams, Process Improvement, PMP, Goal Oriented, SDLC, Project Management, Project Planning, Change Management, Security, CRM, Strategy, Integration, Team Building, Analysis, Training, Leadership, Team Leadership, Project Portfolio..., Management, Six Sigma, Vendor Management, Troubleshooting, PMO
Education
Southern Connecticut State University 2001 — 2003
MBA, Masters in Business Administration
Southern Connecticut State University 1989 — 1995
Bachelor of Science, Business Administration
Timothy Cramer Timothy Cramer's Vertex Inc. Experience January 2011 - November 2012
Job Senior Business Systems Analyst at Travelers
Industry Investment Management
Experience
Travelers November 2012 - Present
Lincoln Financial Group February 2012 - November 2012
VERTEX, Inc. January 2011 - November 2012
Mass Mutual January 2011 - February 2012
CIGNA 2009 - April 2011
The Hartford January 1995 - January 2009
Investment Products Division January 2001 - January 2004
The Hartford June 1998 - March 2001
Investment Products Division January 1995 - January 1998
Skills
Business Analysis, Requirements Gathering, Business Requirements, Quality Assurance, SDLC, Business Process, Quality Center, Requirements Analysis, Testing, Insurance, Project Planning, Waterfall, SharePoint, Project Management, Customer Service, Visio, Documentation, MS Project, Excel, Team Leadership, Word, Microsoft Office, Software Documentation, Leadership, Customer Relations, Team Building, Agile Methodologies, Scrum, User Stories, Features
Education
Southern Connecticut State University
BS, Business Administration
Travelers November 2012 - Present
Lincoln Financial Group February 2012 - November 2012
VERTEX, Inc. January 2011 - November 2012
Mass Mutual January 2011 - February 2012
CIGNA 2009 - April 2011
The Hartford January 1995 - January 2009
Investment Products Division January 2001 - January 2004
The Hartford June 1998 - March 2001
Investment Products Division January 1995 - January 1998
Skills
Business Analysis, Requirements Gathering, Business Requirements, Quality Assurance, SDLC, Business Process, Quality Center, Requirements Analysis, Testing, Insurance, Project Planning, Waterfall, SharePoint, Project Management, Customer Service, Visio, Documentation, MS Project, Excel, Team Leadership, Word, Microsoft Office, Software Documentation, Leadership, Customer Relations, Team Building, Agile Methodologies, Scrum, User Stories, Features
Education
Southern Connecticut State University
BS, Business Administration
Chris Szymula Chris Szymula's Vertex Inc. Experience July 2014 - Present
Job Senior Systems Analyst/Consultant
Industry Information Technology and Services
Experience
VERTEX, Inc. July 2014 - Present
CSC December 2004 - July 2014
MassMutual Financial Group 2007 - 2010
Skills
COBOL, DB2, SQL, VSAM, JCL, Visual Basic, JavaScript, VBScript, HTML, XML
Education
Central Connecticut State University 1990 — 1994
B.S., Computer Science
VERTEX, Inc. July 2014 - Present
CSC December 2004 - July 2014
MassMutual Financial Group 2007 - 2010
Skills
COBOL, DB2, SQL, VSAM, JCL, Visual Basic, JavaScript, VBScript, HTML, XML
Education
Central Connecticut State University 1990 — 1994
B.S., Computer Science
Robert Mansk's Vertex Inc. Experience February 2013 - Present
Job
Industry Information Technology and Services
Experience
Robert Mansk Consulting July 1992 - Present
Vertex Inc. February 2013 - Present
De Lage Landen August 2010 - January 2013
PJM Interconnection March 2009 - June 2010
SEI Investments 2004 - March 2009
BankOne 2002 - 2004
Enerwise 1998 - 2002
Enerwise Global Technologies 1998 - 2002
Conectiv Energy 1999 - 2001
Bentley Systems 1996 - 1999
Skills
Data Warehousing, SDLC, Business Analysis, Oracle, ETL, PL/SQL, Requirements Analysis, Data Modeling, Business Intelligence, DB2, Data Architecture, Consulting
Education
University of Delaware 1981 — 1983
MS, Computer and Information Sciences
University of Delaware 1976 — 1980
BS, Economics
University of Delaware - Lerner College of Business and Economics 1976 — 1980
BS, Economics
Robert Mansk Consulting July 1992 - Present
Vertex Inc. February 2013 - Present
De Lage Landen August 2010 - January 2013
PJM Interconnection March 2009 - June 2010
SEI Investments 2004 - March 2009
BankOne 2002 - 2004
Enerwise 1998 - 2002
Enerwise Global Technologies 1998 - 2002
Conectiv Energy 1999 - 2001
Bentley Systems 1996 - 1999
Skills
Data Warehousing, SDLC, Business Analysis, Oracle, ETL, PL/SQL, Requirements Analysis, Data Modeling, Business Intelligence, DB2, Data Architecture, Consulting
Education
University of Delaware 1981 — 1983
MS, Computer and Information Sciences
University of Delaware 1976 — 1980
BS, Economics
University of Delaware - Lerner College of Business and Economics 1976 — 1980
BS, Economics
Frank Jennings's Vertex Inc. Experience March 2007 - May 2011
Job Director Performance Engineering at Comcast
Industry Computer Software
Experience
Comcast May 2011 - Present
Vertex, Inc. March 2007 - May 2011
Lucent Technologies, Inc. October 2005 - March 2007
Lucent Technologies August 1998 - September 2005
De Lage Landen Financial Services (Formerly Tokai Financial Services) April 1997 - August 1998
McKesson Health Solutions (Formerly GMIS) April 1988 - April 1997
McKesson/HBOC/GMIS 1988 - 1997
DLL Financial Servcies 1986 - 1989
MICAH Systems December 1986 - April 1988
Digital Equipment Corporation January 1984 - December 1986
Skills
Quality Assurance, Product Development, Business Development, Recruiting, Organizational..., Software Development, Agile Methodologies, SDLC, Cloud Computing, Integration, Unix, Software Project..., Requirements Analysis, Enterprise Software, Perl, Objective-C, Project Management, Architecture, Business Analysis, Business Intelligence, CRM, Data Warehousing, Leadership, Management, Process Improvement, Product Management, Program Management, SOA, SaaS, Software Engineering, Software Quality..., Strategy, Test Automation, Testing, XML
Education
University of Scranton 1977 — 1979
BS, Computer Science
Penn State University 1975 — 1977
Transferred, Computer Science
Comcast May 2011 - Present
Vertex, Inc. March 2007 - May 2011
Lucent Technologies, Inc. October 2005 - March 2007
Lucent Technologies August 1998 - September 2005
De Lage Landen Financial Services (Formerly Tokai Financial Services) April 1997 - August 1998
McKesson Health Solutions (Formerly GMIS) April 1988 - April 1997
McKesson/HBOC/GMIS 1988 - 1997
DLL Financial Servcies 1986 - 1989
MICAH Systems December 1986 - April 1988
Digital Equipment Corporation January 1984 - December 1986
Skills
Quality Assurance, Product Development, Business Development, Recruiting, Organizational..., Software Development, Agile Methodologies, SDLC, Cloud Computing, Integration, Unix, Software Project..., Requirements Analysis, Enterprise Software, Perl, Objective-C, Project Management, Architecture, Business Analysis, Business Intelligence, CRM, Data Warehousing, Leadership, Management, Process Improvement, Product Management, Program Management, SOA, SaaS, Software Engineering, Software Quality..., Strategy, Test Automation, Testing, XML
Education
University of Scranton 1977 — 1979
BS, Computer Science
Penn State University 1975 — 1977
Transferred, Computer Science
Bill Good's Vertex Inc. Experience April 1996 - June 2003
Job IT Infrastructure & Project Delivery Manager at Severn Trent Services
Industry Information Technology and Services
Experience
Severn Trent Services September 2012 - Present
Severn Trent Services April 2010 - Present
Triumph Group, Inc April 2009 - February 2010
West Pharmaceutical Services June 2004 - October 2008
E. I. DuPont July 2003 - June 2004
Vertex, Inc. April 1996 - June 2003
Skills
Disaster Recovery, Data Center, Project Management, Active Directory, Cloud Computing, VMware, Infrastructure, Security, Windows Server, Microsoft Exchange, Technical Support, Storage Area Networks, Operating Systems, VPN, Network Administration, Software Documentation, Information Technology, Hardware, SAN, O365 Cloud Migrations, SaaS, MS Lync 2010-2013, O365 2013 + Lync 2013 +..., EMC VNX Series SANs, Project Management &..., MS Azure & EMS, ShoreTel, Enterprise Mobility, IT Support Services, Outsourcing Services
Education
University of Phoenix - Graduate School 2001 — 2003
Master of Business Administration (M.B.A.), Technology Management, 3.99 GPA
Jacksonville University 1970 — 1974
BA, Biology & Chemistry
Severn Trent Services September 2012 - Present
Severn Trent Services April 2010 - Present
Triumph Group, Inc April 2009 - February 2010
West Pharmaceutical Services June 2004 - October 2008
E. I. DuPont July 2003 - June 2004
Vertex, Inc. April 1996 - June 2003
Skills
Disaster Recovery, Data Center, Project Management, Active Directory, Cloud Computing, VMware, Infrastructure, Security, Windows Server, Microsoft Exchange, Technical Support, Storage Area Networks, Operating Systems, VPN, Network Administration, Software Documentation, Information Technology, Hardware, SAN, O365 Cloud Migrations, SaaS, MS Lync 2010-2013, O365 2013 + Lync 2013 +..., EMC VNX Series SANs, Project Management &..., MS Azure & EMS, ShoreTel, Enterprise Mobility, IT Support Services, Outsourcing Services
Education
University of Phoenix - Graduate School 2001 — 2003
Master of Business Administration (M.B.A.), Technology Management, 3.99 GPA
Jacksonville University 1970 — 1974
BA, Biology & Chemistry
Phill Siewerth's Vertex Inc. Experience January 1993 - December 2006
Job Director at Ryan
Industry Computer Software
Experience
Ryan May 2009 - Present
Proxix Solutions, Inc. January 2007 - May 2009
Vertex Inc. January 1993 - December 2006
STS Systems July 1990 - January 1993
Lode Data Systems January 1987 - June 1990
Vydec 1976 - 1982
Skills
Management Consulting, Tax, New Business Development, Data Recovery, Sales Management, Solution Selling, Sales Process, Consulting, Analysis, Business Development, Enterprise Software, Strategy, Direct Sales, Management, Sales, Marketing, Accounting, Sales Operations, Selling, CRM, Negotiation, Professional Services, SaaS, Business Intelligence, Account Management, Strategic Partnerships, Lead Generation, Cloud Computing, Corporate Finance, Salesforce.com, Product Management, Leadership, Product Marketing
Education
University of Illinois at Chicago 1968 — 1973
B.S, Finance
Amundsen
Ryan May 2009 - Present
Proxix Solutions, Inc. January 2007 - May 2009
Vertex Inc. January 1993 - December 2006
STS Systems July 1990 - January 1993
Lode Data Systems January 1987 - June 1990
Vydec 1976 - 1982
Skills
Management Consulting, Tax, New Business Development, Data Recovery, Sales Management, Solution Selling, Sales Process, Consulting, Analysis, Business Development, Enterprise Software, Strategy, Direct Sales, Management, Sales, Marketing, Accounting, Sales Operations, Selling, CRM, Negotiation, Professional Services, SaaS, Business Intelligence, Account Management, Strategic Partnerships, Lead Generation, Cloud Computing, Corporate Finance, Salesforce.com, Product Management, Leadership, Product Marketing
Education
University of Illinois at Chicago 1968 — 1973
B.S, Finance
Amundsen
Judy Todd's Vertex Inc. Experience December 2003 - Present
Job Sr. Test Analyst at Vertex, Inc.
Industry Computer Software
Experience
Vertex, Inc. December 2003 - Present
Skills
Defect Tracking, QTP, Test Strategy, Software Quality..., Test Design, Oracle, SDLC, Test Cases, Quality Center, Test Planning, User Acceptance Testing, Manual Testing, Visual Basic, System Testing, Regression Testing, Agile Methodologies, Testing, Test Management, Integration Testing, Requirements Analysis, Java, Software Engineering, Software Project..., Requirements Gathering, Quality Assurance
Education
Lake Superior State University
Industrial Engineering Technology, Computer Engineering Technology
Vertex, Inc. December 2003 - Present
Skills
Defect Tracking, QTP, Test Strategy, Software Quality..., Test Design, Oracle, SDLC, Test Cases, Quality Center, Test Planning, User Acceptance Testing, Manual Testing, Visual Basic, System Testing, Regression Testing, Agile Methodologies, Testing, Test Management, Integration Testing, Requirements Analysis, Java, Software Engineering, Software Project..., Requirements Gathering, Quality Assurance
Education
Lake Superior State University
Industrial Engineering Technology, Computer Engineering Technology
Shannon Gruninger's Vertex Inc. Experience June 2006 - July 2011
Job
Industry Computer Software
Experience
Dell Boomi July 2011 - July 2015
Vertex Inc. June 2006 - July 2011
Big Pharmaceuticals- Wyeth, Merck June 2003 - November 2005
Fast-Track Systems January 2002 - March 2003
First Consulting Group February 2001 - January 2002
Tangram Enterprise Solutions February 1999 - February 2001
Skills
Quality Assurance, Agile Methodologies, Testing, Test Planning, Quality Center, Process Improvement, Software Quality..., Regression Testing, Software Documentation, Software Development, Project Planning, SDLC, Test Management, Test Strategy, QTP, Performance Testing, Analysis, Test Automation, System Testing, Management, Software Project..., Integration, Manual Testing, Scrum, Integration Testing, Strategy, XML, ITIL, Release Management, SOA, Web Applications, Web Services, Usability Testing, UML, Training, HP QTP, HP Quality Center
Education
Motgomery County Community College 2015 — 2016
Computer Software Engineering
University of Phoenix 2001 — 2003
MBA/TM, Business and Technology
University of Kentucky 1991 — 1994
BA, Political Science
Henry Clay High school 1987 — 1990
High school, General Studies
Dell Boomi July 2011 - July 2015
Vertex Inc. June 2006 - July 2011
Big Pharmaceuticals- Wyeth, Merck June 2003 - November 2005
Fast-Track Systems January 2002 - March 2003
First Consulting Group February 2001 - January 2002
Tangram Enterprise Solutions February 1999 - February 2001
Skills
Quality Assurance, Agile Methodologies, Testing, Test Planning, Quality Center, Process Improvement, Software Quality..., Regression Testing, Software Documentation, Software Development, Project Planning, SDLC, Test Management, Test Strategy, QTP, Performance Testing, Analysis, Test Automation, System Testing, Management, Software Project..., Integration, Manual Testing, Scrum, Integration Testing, Strategy, XML, ITIL, Release Management, SOA, Web Applications, Web Services, Usability Testing, UML, Training, HP QTP, HP Quality Center
Education
Motgomery County Community College 2015 — 2016
Computer Software Engineering
University of Phoenix 2001 — 2003
MBA/TM, Business and Technology
University of Kentucky 1991 — 1994
BA, Political Science
Henry Clay High school 1987 — 1990
High school, General Studies
Patricia Pelino, CMI's Vertex Inc. Experience 1992 - June 2012
Job State Tax Advisor/Consultant Sales & Use Tax
Industry Computer Software
Experience
Windward Tax January 2015 - Present
Captains Cove Golf and Yacht Club Residential Community February 2013 - Present
PrietoDion January 2013 - Present
Vertex Inc. 1992 - June 2012
Vertex Inc. January 2011 - January 2012
VERTEX INC January 1992 - January 2012
Vertex Inc. February 1992 - September 2011
Vertex Inc. January 2004 - January 2007
Vertex Inc. June 2000 - March 2004
Vertex Inc. January 2002 - January 2004
Skills
Auditing, Tax Research, Manufacturing, Retail, Tax Advisory, Tax, Business Analysis, Requirements Analysis, Software Implementation, Consulting, Process Improvement, Accounting, Sales Tax, Analysis, Software Documentation, Project Management, Business Development, Professional Services, Team Leadership, Requirements Gathering, Management
Education
University of Phoenix
BS, Business Management
University of Phoenix
Bachelor of Science, Business Management
Valley High School NK
Valley High School NK
Windward Tax January 2015 - Present
Captains Cove Golf and Yacht Club Residential Community February 2013 - Present
PrietoDion January 2013 - Present
Vertex Inc. 1992 - June 2012
Vertex Inc. January 2011 - January 2012
VERTEX INC January 1992 - January 2012
Vertex Inc. February 1992 - September 2011
Vertex Inc. January 2004 - January 2007
Vertex Inc. June 2000 - March 2004
Vertex Inc. January 2002 - January 2004
Skills
Auditing, Tax Research, Manufacturing, Retail, Tax Advisory, Tax, Business Analysis, Requirements Analysis, Software Implementation, Consulting, Process Improvement, Accounting, Sales Tax, Analysis, Software Documentation, Project Management, Business Development, Professional Services, Team Leadership, Requirements Gathering, Management
Education
University of Phoenix
BS, Business Management
University of Phoenix
Bachelor of Science, Business Management
Valley High School NK
Valley High School NK
Kenneth Saucier's Vertex Inc. Experience 1997 - 2000
Job Infrastructure Architect at The Hartford
Industry Information Technology and Services
Experience
The Hartford January 2009 - Present
VERTEX, Inc. 1997 - 2000
Skills
Enterprise Architecture, IT Strategy, SDLC, Disaster Recovery, Solution Architecture, Technical Architecture, ITIL, Vendor Management, SOA, IT Operations, Requirements Gathering, Infrastructure, IT Management, IT Service Management
Education
University of New Haven 1978 — 1982
The Hartford January 2009 - Present
VERTEX, Inc. 1997 - 2000
Skills
Enterprise Architecture, IT Strategy, SDLC, Disaster Recovery, Solution Architecture, Technical Architecture, ITIL, Vendor Management, SOA, IT Operations, Requirements Gathering, Infrastructure, IT Management, IT Service Management
Education
University of New Haven 1978 — 1982
Albert Kwong's Vertex Inc. Experience February 2012 - Present
Job Senior Systems Engineer at Vertex Inc.
Industry Computer Software
Experience
Vertex Inc. February 2012 - Present
Vertex Inc. April 1999 - February 2012
Tredyffrin Township 2005 - 2011
Swiderski Electronics 1993 - 1999
Skills
Web Services, Unix, Microsoft SQL Server, Java, SQL, XML, Information Security, JavaScript, MySQL, SDLC, Requirements Analysis, Integration, Software Development, CSS, Oracle, Databases, Solution Architecture, ASP.NET, Spring, Enterprise Architecture, Visio, REST, Software Project..., SOA, Visual Studio, Data Warehousing, Scrum, PL/SQL, Web Applications, Database Design, Enterprise Software, Cloud Computing, Linux, Windows Server, Operating Systems, SaaS, SharePoint, Business Intelligence, Data Modeling, Eclipse, Weblogic, Software Design, Perl, System Architecture, Subversion, C#, Agile Project Management, Business Analysis
Education
University of Iowa 1988 — 1993
Bachelor of Science, Management Information Systems, General
St.Viator
Vertex Inc. February 2012 - Present
Vertex Inc. April 1999 - February 2012
Tredyffrin Township 2005 - 2011
Swiderski Electronics 1993 - 1999
Skills
Web Services, Unix, Microsoft SQL Server, Java, SQL, XML, Information Security, JavaScript, MySQL, SDLC, Requirements Analysis, Integration, Software Development, CSS, Oracle, Databases, Solution Architecture, ASP.NET, Spring, Enterprise Architecture, Visio, REST, Software Project..., SOA, Visual Studio, Data Warehousing, Scrum, PL/SQL, Web Applications, Database Design, Enterprise Software, Cloud Computing, Linux, Windows Server, Operating Systems, SaaS, SharePoint, Business Intelligence, Data Modeling, Eclipse, Weblogic, Software Design, Perl, System Architecture, Subversion, C#, Agile Project Management, Business Analysis
Education
University of Iowa 1988 — 1993
Bachelor of Science, Management Information Systems, General
St.Viator
Paul Pavich's Vertex Inc. Experience 2002 - 2005
Job Tax Compliance Analyst at Jackson Hewitt Tax Service
Industry Accounting
Experience
Jackson Hewitt Tax Service November 2010 - Present
Red Moon Solutions January 2005 - June 2010
Vertex Inc. 2002 - 2005
Arthur Andersen 1997 - 2002
Self-employed 1983 - 1997
Union Oil Company of California 1979 - 1983
Skills
Tax, Corporate Tax, Accounting, Income Tax, Tax Accounting, Sarbanes-Oxley Act, Tax Preparation, Financial Reporting, Payroll, Analysis, Financial Analysis, Finance, Auditing, Tax Returns, GAAP
Education
University of Illinois at Chicago
BS Accounting
Jackson Hewitt Tax Service November 2010 - Present
Red Moon Solutions January 2005 - June 2010
Vertex Inc. 2002 - 2005
Arthur Andersen 1997 - 2002
Self-employed 1983 - 1997
Union Oil Company of California 1979 - 1983
Skills
Tax, Corporate Tax, Accounting, Income Tax, Tax Accounting, Sarbanes-Oxley Act, Tax Preparation, Financial Reporting, Payroll, Analysis, Financial Analysis, Finance, Auditing, Tax Returns, GAAP
Education
University of Illinois at Chicago
BS Accounting
Marie Volterano's Vertex Inc. Experience March 2008 - May 2013
Job Education is the Key to Sucess
Industry Education Management
Experience
Jolly Toddlers Early Education Center June 2014 - Present
American Express Business Travel May 2013 - June 2014
VERTEX, Inc. March 2008 - May 2013
Oracle April 2006 - March 2008
Oracle September 2004 - April 2006
Pennsylvania Civil Clinic January 2004 - May 2004
Blank Rome, LLP December 2003 - February 2004
SEPTA June 2003 - August 2003
Nelson Levine de Luca & Hamilton December 2002 - March 2003
Skills
Software Licensing, Contract Negotiation, Intellectual Property, Licensing, Contract Management, Professional Services, SaaS, Enterprise Software, Business Analysis, Privacy Law, Account Management, Negotiation, Mergers, Mergers & Acquisitions, Software Documentation, Salesforce.com, Risk Management, Team Building, Business Intelligence, Legal Assistance, Document Drafting, Team Leadership, Legal Issues, Strategic Partnerships
Education
Widener University School of Law 2001 — 2004
JD, Law
Temple University
B.A, Linguistics
Jolly Toddlers Early Education Center June 2014 - Present
American Express Business Travel May 2013 - June 2014
VERTEX, Inc. March 2008 - May 2013
Oracle April 2006 - March 2008
Oracle September 2004 - April 2006
Pennsylvania Civil Clinic January 2004 - May 2004
Blank Rome, LLP December 2003 - February 2004
SEPTA June 2003 - August 2003
Nelson Levine de Luca & Hamilton December 2002 - March 2003
Skills
Software Licensing, Contract Negotiation, Intellectual Property, Licensing, Contract Management, Professional Services, SaaS, Enterprise Software, Business Analysis, Privacy Law, Account Management, Negotiation, Mergers, Mergers & Acquisitions, Software Documentation, Salesforce.com, Risk Management, Team Building, Business Intelligence, Legal Assistance, Document Drafting, Team Leadership, Legal Issues, Strategic Partnerships
Education
Widener University School of Law 2001 — 2004
JD, Law
Temple University
B.A, Linguistics
Kristen Jennings's Vertex Inc. Experience December 2012 - Present
Job Business Systems Analyst at Vertex Inc.
Industry Financial Services
Experience
Vertex Inc. December 2012 - Present
The Judge Group November 2004 - November 2012
SEI Investments November 2004 - November 2012
Cadient Group April 2004 - October 2004
Sanchez Computer Associates April 2000 - April 2004
The Vanguard Group 1991 - 2000
Vanguard 1991 - 2000
Skills
Financial Services, Requirements Gathering, Business Analysis, Software Project..., Requirements Analysis, Process Improvement, SDLC, Business Requirements, Business Process..., Vendor Management, Enterprise Software, User Acceptance Testing, Business Process, Visio
Education
University of Delaware 1988 — 1991
Bachelor of Science (B.S.), Finance, General
Conestoga HIgh School 1982 — 1986
High School
Vertex Inc. December 2012 - Present
The Judge Group November 2004 - November 2012
SEI Investments November 2004 - November 2012
Cadient Group April 2004 - October 2004
Sanchez Computer Associates April 2000 - April 2004
The Vanguard Group 1991 - 2000
Vanguard 1991 - 2000
Skills
Financial Services, Requirements Gathering, Business Analysis, Software Project..., Requirements Analysis, Process Improvement, SDLC, Business Requirements, Business Process..., Vendor Management, Enterprise Software, User Acceptance Testing, Business Process, Visio
Education
University of Delaware 1988 — 1991
Bachelor of Science (B.S.), Finance, General
Conestoga HIgh School 1982 — 1986
High School
Craig Comer's Vertex Inc. Experience July 2004 - July 2012
Job Independent Consultant
Industry Computer Software
Experience
Vertex Inc. July 2004 - July 2012
CSC 1984 - 2001
Vantage Computer Systems, Inc. 1984 - 2001
Skills
SDLC, Requirements Analysis, Business Analysis, Requirements Gathering, DB2, SQL, Data Warehousing, Quality Center, Agile Methodologies, COBOL, Systems Analysis, Enterprise Architecture, Visio, Business Intelligence, User Acceptance Testing, Software Development, Business Requirements, Mainframe, Software Project..., Business Process, Data Modeling
Education
University of Massachusetts, Amherst 1974 — 1978
BBA, Accounting
Vertex Inc. July 2004 - July 2012
CSC 1984 - 2001
Vantage Computer Systems, Inc. 1984 - 2001
Skills
SDLC, Requirements Analysis, Business Analysis, Requirements Gathering, DB2, SQL, Data Warehousing, Quality Center, Agile Methodologies, COBOL, Systems Analysis, Enterprise Architecture, Visio, Business Intelligence, User Acceptance Testing, Software Development, Business Requirements, Mainframe, Software Project..., Business Process, Data Modeling
Education
University of Massachusetts, Amherst 1974 — 1978
BBA, Accounting
James Flint Gehre's Vertex Inc. Experience September 2014 - July 2015
Job Senior Director, Change and Transformation Management, Optum Technology at UnitedHealth Group
Industry Information Technology and Services
Experience
UnitedHealth Group July 2015 - Present
VERTEX, Inc. September 2014 - July 2015
CIGNA January 2012 - August 2013
Gehman Enterprises May 2008 - January 2012
The Walt Disney Company January 2006 - May 2008
Skills
Organizational..., Learning Management, Change Management, Leadership Development, Internal Communications, Project Management, Organizational..., uPerform, Employee Management, Organizational Change, Strategic Planning, Team Leadership, Operational Readiness, Business Process..., Strategic Communications, Business Readiness, Vendor Management, Global Management, Consulting, Organizational Structure, New Business Development, Business Strategy, Budget Setting, Executive Development, Executive Level..., Educational Leadership, Instructional Design, E-learning..., Curriculum Development, Global Operations, Global Strategy, Thought Leadership, Oracle E-Business Suite, SAP, UPK, Requirements Analysis, Risk Assessment, Situational Leadership, Management, Program Management, Leadership
Education
Cornell University 2013 — 2014
Change Leadership Certification, Change Leadership
University of La Verne 2001 — 2003
Teaching Credential, Education
University of Phoenix 1998 — 2001
MBA, Business Administration
UnitedHealth Group July 2015 - Present
VERTEX, Inc. September 2014 - July 2015
CIGNA January 2012 - August 2013
Gehman Enterprises May 2008 - January 2012
The Walt Disney Company January 2006 - May 2008
Skills
Organizational..., Learning Management, Change Management, Leadership Development, Internal Communications, Project Management, Organizational..., uPerform, Employee Management, Organizational Change, Strategic Planning, Team Leadership, Operational Readiness, Business Process..., Strategic Communications, Business Readiness, Vendor Management, Global Management, Consulting, Organizational Structure, New Business Development, Business Strategy, Budget Setting, Executive Development, Executive Level..., Educational Leadership, Instructional Design, E-learning..., Curriculum Development, Global Operations, Global Strategy, Thought Leadership, Oracle E-Business Suite, SAP, UPK, Requirements Analysis, Risk Assessment, Situational Leadership, Management, Program Management, Leadership
Education
Cornell University 2013 — 2014
Change Leadership Certification, Change Leadership
University of La Verne 2001 — 2003
Teaching Credential, Education
University of Phoenix 1998 — 2001
MBA, Business Administration
Peter Boswell's Vertex Inc. Experience Internal consultantCNA2004 - 2005
Job Software Architect at Vertex, Inc.
Industry Information Technology and Services
Experience
Vertex, Inc. Internal consultantCNA2004 - 2005
DiamondCluster International 2001 - 2003
Arthur Andersen 1992 - 2001
Skills
Tax, Microsoft SQL Server, Business Analysis, Agile Methodologies, SOA, Python, Software Development, Databases, Data Modeling, Enterprise Architecture, Program Management, Microsoft Excel, Enterprise Software, Outsourcing, Requirements Analysis, SQL, IT Strategy, Programming, SDLC, Internal Audit, Integration
Education
Duke University 1964 — 1969
BA, Economics
Vertex, Inc. Internal consultantCNA2004 - 2005
DiamondCluster International 2001 - 2003
Arthur Andersen 1992 - 2001
Skills
Tax, Microsoft SQL Server, Business Analysis, Agile Methodologies, SOA, Python, Software Development, Databases, Data Modeling, Enterprise Architecture, Program Management, Microsoft Excel, Enterprise Software, Outsourcing, Requirements Analysis, SQL, IT Strategy, Programming, SDLC, Internal Audit, Integration
Education
Duke University 1964 — 1969
BA, Economics
William Pohlmann's Vertex Inc. Experience May 2002 - Present
Job Enterprise Software Architect at Vertex, Inc.
Industry Computer Software
Experience
Vertex, Inc. May 2002 - Present
Trintech March 2000 - March 2002
Trintech July 1999 - March 2000
Platinum Technology July 1995 - July 1999
CGI Systems (subsidiary of IBM France) December 1993 - July 1995
Neoware (Human Designed Systems) March 1992 - December 1993
Cambridge Technology Partners/Cambridge Technology Group May 1990 - February 1992
Yale University September 1989 - January 1990
Yale University June 1989 - August 1989
Massachusetts Institute of Technology (MIT) June 1987 - December 1987
Skills
Enterprise Architecture, Enterprise Software, SOA, Software Development, Agile Methodologies, Testing, Cloud Computing
Education
Yale University 1989 — 1990
physics
Massachusetts Institute of Technology 1985 — 1989
S.B., Physics, Electrical Engineering
Vertex, Inc. May 2002 - Present
Trintech March 2000 - March 2002
Trintech July 1999 - March 2000
Platinum Technology July 1995 - July 1999
CGI Systems (subsidiary of IBM France) December 1993 - July 1995
Neoware (Human Designed Systems) March 1992 - December 1993
Cambridge Technology Partners/Cambridge Technology Group May 1990 - February 1992
Yale University September 1989 - January 1990
Yale University June 1989 - August 1989
Massachusetts Institute of Technology (MIT) June 1987 - December 1987
Skills
Enterprise Architecture, Enterprise Software, SOA, Software Development, Agile Methodologies, Testing, Cloud Computing
Education
Yale University 1989 — 1990
physics
Massachusetts Institute of Technology 1985 — 1989
S.B., Physics, Electrical Engineering
Frank Viola's Vertex Inc. Experience July 2011 - Present
Job Consultant
Industry Computer Software
Experience
VERTEX, Inc. July 2011 - Present
The Hartt School, University of Hartford September 1984 - Present
The Hartford March 2006 - June 2011
VERTEX, Inc. February 2002 - February 2006
The Innovation Group (formerly HUON Corporation) October 2000 - January 2002
VERTEX, Inc. January 1994 - September 2000
Command Systems April 1993 - January 1994
United Technologies Research Center March 1988 - February 1993
Skills
SDLC, Insurance, Requirements Gathering, Business Requirements, Business Analysis, Life Insurance, Visio, SQL, Data Warehousing, Requirements Analysis, Agile Methodologies, Oracle, DB2, Access, SharePoint, Visual Basic, Mutual Funds, Business Objects, XML, COBOL, Micro Focus COBOL, Microsoft SQL Server, Microsoft Office, .NET, Property & Casualty..., Netron Fusion, Systems Analysis, Software Documentation
Education
University of Hartford 1982 — 1987
Bachelor's degree, Music Education
VERTEX, Inc. July 2011 - Present
The Hartt School, University of Hartford September 1984 - Present
The Hartford March 2006 - June 2011
VERTEX, Inc. February 2002 - February 2006
The Innovation Group (formerly HUON Corporation) October 2000 - January 2002
VERTEX, Inc. January 1994 - September 2000
Command Systems April 1993 - January 1994
United Technologies Research Center March 1988 - February 1993
Skills
SDLC, Insurance, Requirements Gathering, Business Requirements, Business Analysis, Life Insurance, Visio, SQL, Data Warehousing, Requirements Analysis, Agile Methodologies, Oracle, DB2, Access, SharePoint, Visual Basic, Mutual Funds, Business Objects, XML, COBOL, Micro Focus COBOL, Microsoft SQL Server, Microsoft Office, .NET, Property & Casualty..., Netron Fusion, Systems Analysis, Software Documentation
Education
University of Hartford 1982 — 1987
Bachelor's degree, Music Education
Jodette Bentley, PMP, CSM, 200YTT's Vertex Inc. Experience June 2011 - Present
Job Program Manager / Process Engineer, Yoga Teacher, Adaptive Yoga Teacher
Industry Information Technology and Services
Experience
SNEC PMI January 2014 - Present
VERTEX, Inc. June 2011 - Present
SNEC-PMI 2004 - 2013
The Hartford April 2004 - June 2011
Lincoln Financial Group 1997 - 2001
Computer Management Sciences Inc 1997 - 1998
Aetna 1989 - 1997
Vantage Computer Systems 1981 - 1989
Skills
SDLC, Vendor Management, Resource Management, Program Management, Process Improvement, Integration, MS Project, Quality Assurance, Business Analysis, Requirements Gathering, Project Portfolio..., PMO, Visio, Requirements Analysis, PMP, Data Warehousing, Software Project..., Business Process..., Testing, Analysis, SharePoint, Business Requirements, Business Process, Management, Databases, Systems Analysis, IT Strategy, Agile Project Management, Project Management, Change Management, Software Development, Enterprise Architecture, Agile Methodologies, Business Process..., Project Delivery, User Acceptance Testing, Waterfall, Cross-functional Team..., Governance, Database Design, Test Planning, Disaster Recovery, Data Modeling, Business Intelligence, Strategy, Enterprise Software, IT Management, Access, ITIL, Software Documentation
Education
Central Connecticut State University 1986 — 1996
BA, Business
Computer processing institute 1981 — 1981
Programming certificate, Computer programming
The Hartford Conservatory 1978 — 1980
Associates, Voice
SNEC PMI January 2014 - Present
VERTEX, Inc. June 2011 - Present
SNEC-PMI 2004 - 2013
The Hartford April 2004 - June 2011
Lincoln Financial Group 1997 - 2001
Computer Management Sciences Inc 1997 - 1998
Aetna 1989 - 1997
Vantage Computer Systems 1981 - 1989
Skills
SDLC, Vendor Management, Resource Management, Program Management, Process Improvement, Integration, MS Project, Quality Assurance, Business Analysis, Requirements Gathering, Project Portfolio..., PMO, Visio, Requirements Analysis, PMP, Data Warehousing, Software Project..., Business Process..., Testing, Analysis, SharePoint, Business Requirements, Business Process, Management, Databases, Systems Analysis, IT Strategy, Agile Project Management, Project Management, Change Management, Software Development, Enterprise Architecture, Agile Methodologies, Business Process..., Project Delivery, User Acceptance Testing, Waterfall, Cross-functional Team..., Governance, Database Design, Test Planning, Disaster Recovery, Data Modeling, Business Intelligence, Strategy, Enterprise Software, IT Management, Access, ITIL, Software Documentation
Education
Central Connecticut State University 1986 — 1996
BA, Business
Computer processing institute 1981 — 1981
Programming certificate, Computer programming
The Hartford Conservatory 1978 — 1980
Associates, Voice
Ali Mabsoute's Vertex Inc. Experience October 2007 - April 2008
Job Founder at kisDeal
Industry Marketing and Advertising
Experience
kisDeal May 2015 - Present
Proxigig, LLC September 2014 - Present
Galerie Hamid August 2013 - Present
Neighbours Inc. April 2011 - Present
American Express March 2010 - April 2011
Electronic Arts May 2009 - August 2009
Vertex, Inc. October 2007 - April 2008
Skills
Analytics, Segmentation, Market Research, Competitive Analysis, Strategy, Marketing Strategy, Objective-C, Swift, iOS Development, Financial Modeling, Digital Marketing, Strategic Planning, Financial Analysis, Marketing, Mobile St, UIX, User Experience, User Interface Design, User Research, Software Project..., Facebook API, Front-end Development, Back-end Development, Project Management, Requirements Analysis, APIs, Early-stage Startups, Startup Marketing, Social Media, Microsoft Office, Management, Business Strategy
Education
Temple University 2008 — 2009
MS, Finance
University of Pennsylvania 2003 — 2007
Bachelor of Arts (B.A.), Economics
University of Pennsylvania 2003 — 2007
Bachelor of Arts (B.A.), Philosophy, Politics, and Economics (PPE), with a concentration in Economics.
kisDeal May 2015 - Present
Proxigig, LLC September 2014 - Present
Galerie Hamid August 2013 - Present
Neighbours Inc. April 2011 - Present
American Express March 2010 - April 2011
Electronic Arts May 2009 - August 2009
Vertex, Inc. October 2007 - April 2008
Skills
Analytics, Segmentation, Market Research, Competitive Analysis, Strategy, Marketing Strategy, Objective-C, Swift, iOS Development, Financial Modeling, Digital Marketing, Strategic Planning, Financial Analysis, Marketing, Mobile St, UIX, User Experience, User Interface Design, User Research, Software Project..., Facebook API, Front-end Development, Back-end Development, Project Management, Requirements Analysis, APIs, Early-stage Startups, Startup Marketing, Social Media, Microsoft Office, Management, Business Strategy
Education
Temple University 2008 — 2009
MS, Finance
University of Pennsylvania 2003 — 2007
Bachelor of Arts (B.A.), Economics
University of Pennsylvania 2003 — 2007
Bachelor of Arts (B.A.), Philosophy, Politics, and Economics (PPE), with a concentration in Economics.
Tina Worth's Vertex Inc. Experience 2004 - 2005
Job Technical Writer at Tax Technologies, Inc.
Industry Writing and Editing
Experience
Tax Technologies, Inc. December 2005 - Present
Vertex Inc. 2004 - 2005
CA 2002 - 2004
Arthur Andersen LLP 1997 - 2002
Skills
Project Management, Integration, Process Improvement, SharePoint, Enterprise Software, Web Applications, Visio, Cloud Computing, SQL, HTML, Microsoft SQL Server, Software Development, Access, Business Analysis
Education
University of South Florida
Tax Technologies, Inc. December 2005 - Present
Vertex Inc. 2004 - 2005
CA 2002 - 2004
Arthur Andersen LLP 1997 - 2002
Skills
Project Management, Integration, Process Improvement, SharePoint, Enterprise Software, Web Applications, Visio, Cloud Computing, SQL, HTML, Microsoft SQL Server, Software Development, Access, Business Analysis
Education
University of South Florida
Jan Dillon's Vertex Inc. Experience
Job Manager Accounting Special Project at Vertex Inc.
Industry Computer Software
Experience
Vertex Inc.
Skills
Requirements Analysis, Business Analysis, Enterprise Software, Business Intelligence, Software Project..., SDLC, Agile Methodologies, Software Development, ERP, SaaS, Business Process
Education
University of South Florida
Vertex Inc.
Skills
Requirements Analysis, Business Analysis, Enterprise Software, Business Intelligence, Software Project..., SDLC, Agile Methodologies, Software Development, ERP, SaaS, Business Process
Education
University of South Florida
Tony DelMastro's Vertex Inc. Experience May 2013 - Present
Job Financial Services
Industry Financial Services
Experience
VERTEX, Inc. May 2013 - Present
DST Insurance Solutions June 2011 - June 2012
Computer Sciences Corporation March 1995 - June 2011
CSC March 1995 - June 2011
Travelers 1988 - 1995
Skills
Business Analysis, Requirements Analysis, SDLC, Requirements Gathering, Business Requirements, Business Process, PMO, Visio, Business Process..., Insurance, Process Improvement, Vendor Management, Outsourcing, IT Strategy
Education
Central Connecticut State University
VERTEX, Inc. May 2013 - Present
DST Insurance Solutions June 2011 - June 2012
Computer Sciences Corporation March 1995 - June 2011
CSC March 1995 - June 2011
Travelers 1988 - 1995
Skills
Business Analysis, Requirements Analysis, SDLC, Requirements Gathering, Business Requirements, Business Process, PMO, Visio, Business Process..., Insurance, Process Improvement, Vendor Management, Outsourcing, IT Strategy
Education
Central Connecticut State University
Solomon Matisoff's Vertex Inc. Experience 1995 - 1998
Job Solutions Architect at Breakaway Technologies
Industry Computer Software
Experience
Breakaway Technologies May 2010 - July 2015
Meyer-Chatfield June 2009 - May 2010
Merck January 2010 - April 2010
AllianceTek May 2009 - April 2010
Acurian April 2006 - February 2009
LawManager 2003 - December 2005
Key Education 2001 - 2003
Asta Engineering 1998 - 2001
Vertex, Inc. 1995 - 1998
MSS Software 1992 - 1995
Skills
Visual Basic, ASP.NET, Microsoft SQL Server, VB.NET, Oracle, Access, Agile Methodologies, C++, Unix, SQL, Databases, .NET, Data Modeling, SDLC, Business Intelligence, Cognos, Programming, Software Development, PL/SQL, Architecture, XML, Software Design, Database Design, Business Analysis, Visio, Requirements Analysis, Data Warehousing, ETL, Integration, Enterprise Architecture, Software Project..., Solution Architecture, Visual Studio, C#, Java, JavaScript
Education
Lehigh University 1986 — 1992
BS, Computer Engineering
Breakaway Technologies May 2010 - July 2015
Meyer-Chatfield June 2009 - May 2010
Merck January 2010 - April 2010
AllianceTek May 2009 - April 2010
Acurian April 2006 - February 2009
LawManager 2003 - December 2005
Key Education 2001 - 2003
Asta Engineering 1998 - 2001
Vertex, Inc. 1995 - 1998
MSS Software 1992 - 1995
Skills
Visual Basic, ASP.NET, Microsoft SQL Server, VB.NET, Oracle, Access, Agile Methodologies, C++, Unix, SQL, Databases, .NET, Data Modeling, SDLC, Business Intelligence, Cognos, Programming, Software Development, PL/SQL, Architecture, XML, Software Design, Database Design, Business Analysis, Visio, Requirements Analysis, Data Warehousing, ETL, Integration, Enterprise Architecture, Software Project..., Solution Architecture, Visual Studio, C#, Java, JavaScript
Education
Lehigh University 1986 — 1992
BS, Computer Engineering
Justin Hageman's Vertex Inc. Experience June 2008 - Present
Job Consultant at Vertex, Inc.
Industry Management Consulting
Experience
Vertex, Inc. June 2008 - Present
Kathryn Beich, Inc. April 2007 - June 2008
Mitsubishi Motors North America September 2005 - April 2007
Country Insurance 2000 - 2005
Education
Illinois State University 1993 — 1997
Accounting
Vertex, Inc. June 2008 - Present
Kathryn Beich, Inc. April 2007 - June 2008
Mitsubishi Motors North America September 2005 - April 2007
Country Insurance 2000 - 2005
Education
Illinois State University 1993 — 1997
Accounting
Jeffrey Beale's Vertex Inc. Experience July 1999 - Present
Job Principal Architect at Vertex Inc.
Industry Computer Software
Experience
Vertex Inc. July 1999 - Present
Lockheed Martin (fka GE Aerospace, Martin Marietta) 1985 - 1999
Skills
Enterprise Architecture, Agile Methodologies, Requirements Analysis, SDLC, SOA, Cloud Computing, Linux, Microsoft SQL Server, Oracle, SQL, Software Development, Software Project..., Enterprise Software, Solution Architecture, SaaS, Business Process, Business Analysis, ERP, Data Warehousing, Business Intelligence, Integration, XML, Microsoft Excel, Web Services, Unix, Agile Project Management, Java Enterprise Edition, Software Design, Database Design
Education
Villanova University 1991 — 1994
MS, Computer Science
University of Pennsylvania 1981 — 1985
BSE, Computer Science Engineering
Vertex Inc. July 1999 - Present
Lockheed Martin (fka GE Aerospace, Martin Marietta) 1985 - 1999
Skills
Enterprise Architecture, Agile Methodologies, Requirements Analysis, SDLC, SOA, Cloud Computing, Linux, Microsoft SQL Server, Oracle, SQL, Software Development, Software Project..., Enterprise Software, Solution Architecture, SaaS, Business Process, Business Analysis, ERP, Data Warehousing, Business Intelligence, Integration, XML, Microsoft Excel, Web Services, Unix, Agile Project Management, Java Enterprise Edition, Software Design, Database Design
Education
Villanova University 1991 — 1994
MS, Computer Science
University of Pennsylvania 1981 — 1985
BSE, Computer Science Engineering
Chris LoPresti's Vertex Inc. Experience August 2001 - Present
Job Software Test Engineer at Vertex, Inc.
Industry Computer Software
Experience
Vertex, Inc. August 2001 - Present
Skills
Software Quality..., Quality Assurance, Manual Testing, Testing, Test Planning, Test Automation, User Acceptance Testing, Test Cases, QTP, Test Strategy, Integration Testing, Regression Testing, Test Design, Defect Tracking
Education
Bloomsburg University of Pennsylvania 1993 — 1996
BS, Health Physics
Vertex, Inc. August 2001 - Present
Skills
Software Quality..., Quality Assurance, Manual Testing, Testing, Test Planning, Test Automation, User Acceptance Testing, Test Cases, QTP, Test Strategy, Integration Testing, Regression Testing, Test Design, Defect Tracking
Education
Bloomsburg University of Pennsylvania 1993 — 1996
BS, Health Physics
Donna Talley's Vertex Inc. Experience February 2007 - November 2010
Job Senior Information Systems Director
Industry Insurance
Experience
Travelers November 2010 - December 2012
VERTEX, Inc. February 2007 - November 2010
Lincoln Financial Group July 1996 - February 2007
Education
Boston University 1974 — 1975
MS, Nursing
The Sage Colleges - Russell Sage College 1968 — 1972
BS, Nursing
Travelers November 2010 - December 2012
VERTEX, Inc. February 2007 - November 2010
Lincoln Financial Group July 1996 - February 2007
Education
Boston University 1974 — 1975
MS, Nursing
The Sage Colleges - Russell Sage College 1968 — 1972
BS, Nursing
Barbara Kuhn's Vertex Inc. Experience June 1988 - June 2003
Job at peter kuhn | CREATIVE VISUALS
Industry Media Production
Experience
peter kuhn CREATIVE VISUALS 2007 - Present
Century 21 February 2005 - November 2009
Wayne Tarken's World of Leadership June 2008 - September 2008
Vertex, Inc. June 1988 - June 2003
Education
Gwynedd Mercy University
Bachelor of Science, Business Administration
peter kuhn CREATIVE VISUALS 2007 - Present
Century 21 February 2005 - November 2009
Wayne Tarken's World of Leadership June 2008 - September 2008
Vertex, Inc. June 1988 - June 2003
Education
Gwynedd Mercy University
Bachelor of Science, Business Administration
Sheryl Kopel's Vertex Inc. Experience January 2012 - July 2012
Job Business Analyst Consultant
Industry Information Technology and Services
Experience
VERTEX, Inc. January 2012 - July 2012
VERTEX, Inc. February 2011 - December 2011
The Hartford April 2010 - July 2010
Hartford Technology Services Company( HTSC) 2004 - 2010
Phoenix Mutual Life Insurance Company 2001 - 2004
APEX 2000 - 2001
Enherent 1997 - 2000
Connecticut Mutual Life Insurance Company 1977 - 1997
Skills
Business Analysis, Requirements Analysis, Requirements Gathering, Business Process, Analysis, Business Requirements, Data Warehousing, Change Management, Customer Relations, Documentation, Testing, Process Improvement, Quality Assurance, SQL, SDLC, Excel, Problem Solving, Visio, Integration, User Acceptance Testing, Insurance, Product Development, Systems Analysis, Word, Data Modeling, Vendor Relations, Mentoring, Access, Databases
Education
Central Connecticut State University
BS, Marketing / MIS
University of Hartford
VERTEX, Inc. January 2012 - July 2012
VERTEX, Inc. February 2011 - December 2011
The Hartford April 2010 - July 2010
Hartford Technology Services Company( HTSC) 2004 - 2010
Phoenix Mutual Life Insurance Company 2001 - 2004
APEX 2000 - 2001
Enherent 1997 - 2000
Connecticut Mutual Life Insurance Company 1977 - 1997
Skills
Business Analysis, Requirements Analysis, Requirements Gathering, Business Process, Analysis, Business Requirements, Data Warehousing, Change Management, Customer Relations, Documentation, Testing, Process Improvement, Quality Assurance, SQL, SDLC, Excel, Problem Solving, Visio, Integration, User Acceptance Testing, Insurance, Product Development, Systems Analysis, Word, Data Modeling, Vendor Relations, Mentoring, Access, Databases
Education
Central Connecticut State University
BS, Marketing / MIS
University of Hartford
Sheera Deepak N M A's Vertex Inc. Experience November 2012 - Present
Job Sr Analyst Oracle Integration at Vertex Inc.
Industry Information Technology and Services
Experience
Vertex Inc. November 2012 - Present
Bimbo Bakeries USA February 2011 - November 2012
Kulicke and Soffa June 2008 - February 2011
Deloitte Consulting April 2008 - May 2008
Realogy 2008 - 2008
Oracle Corporation, India Service Center January 2006 - August 2007
TSPL June 2004 - December 2005
Skills
Oracle Financials, BI - Solution Design, Business Intelligence, Oracle E-Business Suite, Integration, Oracle, ERP, Unix, Software Project..., Oracle Applications, Analysis, Vendor Management, Visio, Cognos, Process Improvement, Business Process, Oracle HR, Requirements Analysis, SDLC, Data Warehousing, Requirements Gathering
Education
University of Madras 2001 — 2004
MCA, Computer Applications
Vertex Inc. November 2012 - Present
Bimbo Bakeries USA February 2011 - November 2012
Kulicke and Soffa June 2008 - February 2011
Deloitte Consulting April 2008 - May 2008
Realogy 2008 - 2008
Oracle Corporation, India Service Center January 2006 - August 2007
TSPL June 2004 - December 2005
Skills
Oracle Financials, BI - Solution Design, Business Intelligence, Oracle E-Business Suite, Integration, Oracle, ERP, Unix, Software Project..., Oracle Applications, Analysis, Vendor Management, Visio, Cognos, Process Improvement, Business Process, Oracle HR, Requirements Analysis, SDLC, Data Warehousing, Requirements Gathering
Education
University of Madras 2001 — 2004
MCA, Computer Applications
Lisa Cavaliere's Vertex Inc. Experience August 2008 - Present
Job Business Analyst at VERTEX, Inc.
Industry Information Technology and Services
Experience
Fidelity Investments 2009 - Present
VERTEX, Inc. August 2008 - Present
United Healthcare 2003 - 2008
Skills
SDLC, Business Analysis, Requirements Analysis, Requirements Gathering, Waterfall, Business Requirements, Systems Analysis
Education
Penn State University 1987 — 1991
Bachelor of Arts, English
Fidelity Investments 2009 - Present
VERTEX, Inc. August 2008 - Present
United Healthcare 2003 - 2008
Skills
SDLC, Business Analysis, Requirements Analysis, Requirements Gathering, Waterfall, Business Requirements, Systems Analysis
Education
Penn State University 1987 — 1991
Bachelor of Arts, English
Joseph Dunleavy's Vertex Inc. Experience September 2004 - Present
Job Senior Enterprise Architect at Vertex, Inc.
Industry Financial Services
Experience
Vertex, Inc. September 2004 - Present
Dunleavy Enterprises, Inc. February 2000 - September 2004
CSC January 2000 - May 2003
Henkels & McCoy January 1999 - May 2003
Walklett Group January 1999 - March 2000
Wyeth January 1996 - December 1999
IMI 1994 - 1996
Applied Telematics, Inc. January 1992 - December 1994
Skills
Unix, Database Administration, SQL Server, Linux, DB2, System Administration, Data Warehousing, Databases, Operating Systems, Architecture, Database Design, Perl, Enterprise Architecture, ETL, oracle, Oracle SQL, SQL, Microsoft SQL Server, MySQL, Oracle, Disaster Recovery, Performance Tuning, VMware, Enterprise Software, Cloud Computing, Requirements Analysis, Java
Education
Penn State University 1987 — 1991
BS, Management Information Systems
Vertex, Inc. September 2004 - Present
Dunleavy Enterprises, Inc. February 2000 - September 2004
CSC January 2000 - May 2003
Henkels & McCoy January 1999 - May 2003
Walklett Group January 1999 - March 2000
Wyeth January 1996 - December 1999
IMI 1994 - 1996
Applied Telematics, Inc. January 1992 - December 1994
Skills
Unix, Database Administration, SQL Server, Linux, DB2, System Administration, Data Warehousing, Databases, Operating Systems, Architecture, Database Design, Perl, Enterprise Architecture, ETL, oracle, Oracle SQL, SQL, Microsoft SQL Server, MySQL, Oracle, Disaster Recovery, Performance Tuning, VMware, Enterprise Software, Cloud Computing, Requirements Analysis, Java
Education
Penn State University 1987 — 1991
BS, Management Information Systems
Nicole Thorogood, PMP's Vertex Inc. Experience January 2014 - July 2015
Job Business Project Manager
Industry Insurance
Experience
MassMutual Financial Group July 2015 - Present
Trend 2000 Real Estate January 2000 - Present
VERTEX, Inc. January 2014 - July 2015
Travelers April 2013 - December 2013
MassMutual Insurance Group June 2008 - April 2013
ING Financial Services June 2004 - June 2008
Travis Mortgage March 2003 - May 2006
Skills
Project Management, Change Management, Business Readiness, Project Planning, Insurance, SharePoint, Team Building, Marketing, Sales, Visio, Customer Service, Budgets, Business Analysis, Business Process..., Cross-functional Team..., Enterprise Software, Leadership, Program Management, Process Improvement, SDLC, Strategy
Education
Bay Path University 2008 — 2010
MBA, Entrepreneurial Studies & Innovative Practices
Central Connecticut State University 2004 — 2008
Business Management
Enfield High School
MassMutual Financial Group July 2015 - Present
Trend 2000 Real Estate January 2000 - Present
VERTEX, Inc. January 2014 - July 2015
Travelers April 2013 - December 2013
MassMutual Insurance Group June 2008 - April 2013
ING Financial Services June 2004 - June 2008
Travis Mortgage March 2003 - May 2006
Skills
Project Management, Change Management, Business Readiness, Project Planning, Insurance, SharePoint, Team Building, Marketing, Sales, Visio, Customer Service, Budgets, Business Analysis, Business Process..., Cross-functional Team..., Enterprise Software, Leadership, Program Management, Process Improvement, SDLC, Strategy
Education
Bay Path University 2008 — 2010
MBA, Entrepreneurial Studies & Innovative Practices
Central Connecticut State University 2004 — 2008
Business Management
Enfield High School
Dave Leifer's Vertex Inc. Experience 2001 - 2006
Job Director, AMER BSC Tax at IHG
Industry Hospitality
Experience
IHG August 2006 - Present
InterContinental Hotels Group 1998 - Present
vertex, inc. 2001 - 2006
vertex 2001 - 2006
vertex 2001 - 2006
federal express 1993 - 1998
FedEx Services 1993 - 1998
digital equipment corporation 1976 - 1993
simplex wire & cable 1968 - 1973
honeywell information systems 1968 - 1973
Skills
Indirect Taxation, Tax Compliance, Tax, Compliance, Corporate Tax
Education
Bentley College 1980 — 1983
Masters of Taxation (MST)
Babson College 1963 — 1966
BSBA,MST, Economics, Taxation
IHG August 2006 - Present
InterContinental Hotels Group 1998 - Present
vertex, inc. 2001 - 2006
vertex 2001 - 2006
vertex 2001 - 2006
federal express 1993 - 1998
FedEx Services 1993 - 1998
digital equipment corporation 1976 - 1993
simplex wire & cable 1968 - 1973
honeywell information systems 1968 - 1973
Skills
Indirect Taxation, Tax Compliance, Tax, Compliance, Corporate Tax
Education
Bentley College 1980 — 1983
Masters of Taxation (MST)
Babson College 1963 — 1966
BSBA,MST, Economics, Taxation
Tina Worth's Vertex Inc. Experience April 2005 - October 2005
Job Technical Writer at Tax Technologies, Inc.
Industry Information Technology and Services
Experience
Tax Technologies, Inc. December 2005 - Present
Vertex Inc April 2005 - October 2005
Computer Associates, Inc September 2003 - February 2005
Skills
C#, Databases, JavaScript, SQL, HTML, Software Development, .NET, CSS, Microsoft SQL Server, Enterprise Software
Education
University of South Florida
Bachelor's Degree, English/Professional & TEchnical Writing
Tax Technologies, Inc. December 2005 - Present
Vertex Inc April 2005 - October 2005
Computer Associates, Inc September 2003 - February 2005
Skills
C#, Databases, JavaScript, SQL, HTML, Software Development, .NET, CSS, Microsoft SQL Server, Enterprise Software
Education
University of South Florida
Bachelor's Degree, English/Professional & TEchnical Writing
Robert Schoener's Vertex Inc. Experience February 2001 - Present
Job Enterprise Software Architect at Vertex, Inc.
Industry Information Technology and Services
Experience
Vertex, Inc. February 2001 - Present
Vertex, Inc January 1994 - February 2000
Commonwealth Land Title Insurance Co January 1984 - November 1990
Skills
Testing, Analysis, Requirements Analysis, Product Management, Software Development, Telecommunications, SDLC
Education
Penn State University 1982 — 1986
Vertex, Inc. February 2001 - Present
Vertex, Inc January 1994 - February 2000
Commonwealth Land Title Insurance Co January 1984 - November 1990
Skills
Testing, Analysis, Requirements Analysis, Product Management, Software Development, Telecommunications, SDLC
Education
Penn State University 1982 — 1986
Ann Francoletti's Vertex Inc. Experience September 1997 - Present
Job developer (bus analyst) at Vertex, Inc
Industry Computer Software
Experience
Vertex, Inc September 1997 - Present
Skills
Enterprise Software, Income Tax, Content Development
Education
University of South Florida - College of Business Administration
Bachelor of Science (BS), Accounting
Vertex, Inc September 1997 - Present
Skills
Enterprise Software, Income Tax, Content Development
Education
University of South Florida - College of Business Administration
Bachelor of Science (BS), Accounting
Edna Smith, BA, MS's Vertex Inc. Experience April 2005 - November 2007
Job Technical Editor (Contact me for this information)
Industry Research
Experience
CONFIDENTIAL October 2013 - Present
WRMA 2013 - 2015
WRMA 2013 - 2015
WRMA 2013 - 2015
WRMA 2013 - 2015
CSC June 2009 - October 2013
Primavera Systems February 2008 - November 2008
Vertex, Inc. April 2005 - November 2007
Bio-Imaging Technologies, Inc. July 2004 - April 2005
BOLTON Corp, Entrinsik, C&P, Pindar Systems, YelowBook USA, July 1999 - July 2004
Skills
Technical Documentation, Technical Communication, Copy Editing, Technical Writing, Publishing, Public Speaking, Online Help, Editing, Software Documentation, Training, Manuals, SharePoint, Project Management, E-Learning, Technical Editing, Instructional Design, Program Management, Visio
Education
North Carolina State University 1998 — 2000
MS, Technical Communication
North Carolina State University 1988 — 1993
BA, English
CONFIDENTIAL October 2013 - Present
WRMA 2013 - 2015
WRMA 2013 - 2015
WRMA 2013 - 2015
WRMA 2013 - 2015
CSC June 2009 - October 2013
Primavera Systems February 2008 - November 2008
Vertex, Inc. April 2005 - November 2007
Bio-Imaging Technologies, Inc. July 2004 - April 2005
BOLTON Corp, Entrinsik, C&P, Pindar Systems, YelowBook USA, July 1999 - July 2004
Skills
Technical Documentation, Technical Communication, Copy Editing, Technical Writing, Publishing, Public Speaking, Online Help, Editing, Software Documentation, Training, Manuals, SharePoint, Project Management, E-Learning, Technical Editing, Instructional Design, Program Management, Visio
Education
North Carolina State University 1998 — 2000
MS, Technical Communication
North Carolina State University 1988 — 1993
BA, English
Eric McDonnell's Vertex Inc. Experience
Job Warehousing Professional
Industry Warehousing
Experience
Vertex, Inc.
Skills
Warehousing, Forklift Operator, Supervision, concrete block industry, Inventory Management, Logistics, Forklift Operation
Education
Tennessee Temple University 1978 — 1979
none, General Studies, 3.5
Vertex, Inc.
Skills
Warehousing, Forklift Operator, Supervision, concrete block industry, Inventory Management, Logistics, Forklift Operation
Education
Tennessee Temple University 1978 — 1979
none, General Studies, 3.5
noreen veramonti's Vertex Inc. Experience 2001 - Present
Job senior software developer at vertexinc
Industry Information Technology and Services
Experience
vertexinc April 2001 - Present
Vertex, Inc. 2001 - Present
Education
Albright College
Bachelor of science, Information Systems
vertexinc April 2001 - Present
Vertex, Inc. 2001 - Present
Education
Albright College
Bachelor of science, Information Systems
Ricardo Alvarez's Vertex Inc. Experience January 2007 - February 2010
Job Sr. Business Analyst at The Hartford
Industry Information Technology and Services
Experience
The Hartford October 2013 - Present
ISO New England March 2013 - October 2013
XL Group November 2012 - February 2013
Phoenix Wealth Management Ltd February 2012 - August 2012
Prudential Financial March 2011 - February 2012
Travelers June 2010 - March 2011
ING Nederland January 2010 - March 2010
VERTEX, Inc. January 2007 - February 2010
National Life Group June 2001 - January 2007
John Hancock Life Insurance Company (U.S.A.) 1999 - 2000
Skills
Business Requirements, Business Analysis, Business Process..., Project Management, MS Project, Software Quality..., Quality Management, Use Case Diagrams, Use Case Analysis, Context Diagrams, SQL, Visio, Microsoft Word, Microsoft Excel, Vantage-One, Navisys, Systems Analysis, Quality Assurance, SDLC, Requirements Gathering, Requirements Analysis, Vendor Management, Waterfall, Business Process, User Acceptance Testing, Process Improvement, Gap Analysis, Software Project..., Business Intelligence, Insurance, Software Documentation, PMP, Mainframe, Functional..., Financial Services, Data Warehousing, Change Management, Resource Management, Access, Risk Management, Consulting, Business Process..., Data Modeling, Analysis, Quality Center, Data Analysis, Crystal Reports, Business Process Mapping, Test Planning, Requirements Management
Education
Northwestern University 1981 — 1984
BS, Business
Colorado State University 1977 — 1979
The Hartford October 2013 - Present
ISO New England March 2013 - October 2013
XL Group November 2012 - February 2013
Phoenix Wealth Management Ltd February 2012 - August 2012
Prudential Financial March 2011 - February 2012
Travelers June 2010 - March 2011
ING Nederland January 2010 - March 2010
VERTEX, Inc. January 2007 - February 2010
National Life Group June 2001 - January 2007
John Hancock Life Insurance Company (U.S.A.) 1999 - 2000
Skills
Business Requirements, Business Analysis, Business Process..., Project Management, MS Project, Software Quality..., Quality Management, Use Case Diagrams, Use Case Analysis, Context Diagrams, SQL, Visio, Microsoft Word, Microsoft Excel, Vantage-One, Navisys, Systems Analysis, Quality Assurance, SDLC, Requirements Gathering, Requirements Analysis, Vendor Management, Waterfall, Business Process, User Acceptance Testing, Process Improvement, Gap Analysis, Software Project..., Business Intelligence, Insurance, Software Documentation, PMP, Mainframe, Functional..., Financial Services, Data Warehousing, Change Management, Resource Management, Access, Risk Management, Consulting, Business Process..., Data Modeling, Analysis, Quality Center, Data Analysis, Crystal Reports, Business Process Mapping, Test Planning, Requirements Management
Education
Northwestern University 1981 — 1984
BS, Business
Colorado State University 1977 — 1979
Joshua Barth's Vertex Inc. Experience November 2004 - Present
Job Senior Test Analyst at Vertex Inc.
Industry Computer Software
Experience
Vertex Inc. November 2004 - Present
Skills
Test Automation, Quality Center, Test Cases, QTP, Requirements Analysis, Defect Tracking, Agile Methodologies, Manual Testing, Test Planning, Integration Testing, SDLC
Education
University of Central Florida 1998 — 2002
Finance
Vertex Inc. November 2004 - Present
Skills
Test Automation, Quality Center, Test Cases, QTP, Requirements Analysis, Defect Tracking, Agile Methodologies, Manual Testing, Test Planning, Integration Testing, SDLC
Education
University of Central Florida 1998 — 2002
Finance
Penny Piersol's Vertex Inc. Experience April 2005 - Present
Job Tax Analyst at Vertex Inc.
Industry Computer Software
Experience
Vertex Inc. April 2005 - Present
Gevity HR March 2004 - April 2005
Education
University of Phoenix
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of South Florida
Bachelor of Science (B.S.), Management Information Systems, General
Vertex Inc. April 2005 - Present
Gevity HR March 2004 - April 2005
Education
University of Phoenix
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of South Florida
Bachelor of Science (B.S.), Management Information Systems, General
Becky Quirk's Vertex Inc. Experience September 2010 - Present
Job Information Developer at Vertex Inc.
Industry Writing and Editing
Experience
Vertex Inc. September 2010 - Present
IMS Health 2000 - May 2011
Vertex, Inc. 2010 - 2011
IMS Health January 1993 - August 1999
Shared Medical Systems January 1991 - December 1992
Unisys Corporation January 1986 - December 1990
Skills
User Assistance, RoboHelp, Manuals, Technical Documentation, Technical Communication
Education
Mount Holyoke College 1979 — 1983
B.A., History
Drexel University
M.S., Information Science
Vertex Inc. September 2010 - Present
IMS Health 2000 - May 2011
Vertex, Inc. 2010 - 2011
IMS Health January 1993 - August 1999
Shared Medical Systems January 1991 - December 1992
Unisys Corporation January 1986 - December 1990
Skills
User Assistance, RoboHelp, Manuals, Technical Documentation, Technical Communication
Education
Mount Holyoke College 1979 — 1983
B.A., History
Drexel University
M.S., Information Science
mahitha alavalapati's Vertex Inc. Experience November 2013 - June 2014
Job Sr. Software Engineer at Deutsche Bank
Industry Information Technology and Services
Experience
Deutsche Bank June 2014 - Present
Vertex Inc. November 2013 - June 2014
Deloitte August 2013 - November 2013
American Public University System October 2012 - July 2013
Humana January 2012 - August 2012
Prima Supply November 2009 - December 2011
HNA November 2008 - August 2009
AppLabs April 2004 - February 2007
Skills
SQL Server, SQL, Java, Web Services, SDLC, .NET, XML, JavaScript, Business Intelligence, ASP.NET, Crystal Reports, C#, Databases, VB.NET, ETL, Visual Studio, Visual Basic, Testing, Application Development, Web Applications, Perl, IIS, Drupal, PHP, Microsoft SQL Server, jQuery, MVC, ASP, ASP.NET MVC, T-SQL
Education
Wright State University 2007 — 2008
Master's degree, Computer Science
University of Madras 2000 — 2004
BE, Electronics and Communications
Deutsche Bank June 2014 - Present
Vertex Inc. November 2013 - June 2014
Deloitte August 2013 - November 2013
American Public University System October 2012 - July 2013
Humana January 2012 - August 2012
Prima Supply November 2009 - December 2011
HNA November 2008 - August 2009
AppLabs April 2004 - February 2007
Skills
SQL Server, SQL, Java, Web Services, SDLC, .NET, XML, JavaScript, Business Intelligence, ASP.NET, Crystal Reports, C#, Databases, VB.NET, ETL, Visual Studio, Visual Basic, Testing, Application Development, Web Applications, Perl, IIS, Drupal, PHP, Microsoft SQL Server, jQuery, MVC, ASP, ASP.NET MVC, T-SQL
Education
Wright State University 2007 — 2008
Master's degree, Computer Science
University of Madras 2000 — 2004
BE, Electronics and Communications
Stephen Blocklin's Vertex Inc. Experience December 1991 - May 2013
Job Sr. Analyst at Lincoln Financial Group
Industry Computer Software
Experience
Lincoln Financial Group June 2013 - Present
VERTEX, Inc. December 1991 - May 2013
Skills
Software Development, Microsoft SQL Server, TSO, COBOL, SDLC, Fileaid, VSAM, Mainframe, DB2, Requirements Analysis, Systems Analysis, Visio, Requirements Gathering, JCL, CICS
Education
State University of New York College at Oswego
BA, Math & Computer Science
Lincoln Financial Group June 2013 - Present
VERTEX, Inc. December 1991 - May 2013
Skills
Software Development, Microsoft SQL Server, TSO, COBOL, SDLC, Fileaid, VSAM, Mainframe, DB2, Requirements Analysis, Systems Analysis, Visio, Requirements Gathering, JCL, CICS
Education
State University of New York College at Oswego
BA, Math & Computer Science
Teneshia Joseph's Vertex Inc. Experience 2001 - 2003
Job Financial Aid Advisor and Social Services Facilitator at Delaware County Community College
Industry Higher Education
Experience
Delaware County Community College April 2014 - Present
Delaware County Community College July 2003 - April 2014
VERTEX, Inc. 2001 - 2003
Skills
Public Speaking, Higher Education, Leadership Development, Staff Development, Program Development, Community Outreach, Nonprofits, Student Affairs, Research, Customer Service
Education
Philadelphia University 1994 — 1998
Bachelor of Science, Psychology
Philadelphia University 1994 — 1998
Delaware County Community College April 2014 - Present
Delaware County Community College July 2003 - April 2014
VERTEX, Inc. 2001 - 2003
Skills
Public Speaking, Higher Education, Leadership Development, Staff Development, Program Development, Community Outreach, Nonprofits, Student Affairs, Research, Customer Service
Education
Philadelphia University 1994 — 1998
Bachelor of Science, Psychology
Philadelphia University 1994 — 1998
Andy Child's Vertex Inc. Experience September 2007 - Present
Job Consultant at VERTEX, Inc.
Industry Information Technology and Services
Experience
VERTEX, Inc. September 2007 - Present
TEKsystems May 2004 - September 2007
Sungard September 1998 - May 2004
The Systems Group March 1996 - September 1998
Paramount Systems October 1994 - March 1996
CSC June 1993 - October 1994
Capgemini January 1992 - June 1993
Skills
Business Analysis, Requirements Gathering, SDLC, Business Requirements, Requirements Analysis, User Acceptance Testing
Education
Texas A&M University 1976 — 1980
BBA, Accounting
VERTEX, Inc. September 2007 - Present
TEKsystems May 2004 - September 2007
Sungard September 1998 - May 2004
The Systems Group March 1996 - September 1998
Paramount Systems October 1994 - March 1996
CSC June 1993 - October 1994
Capgemini January 1992 - June 1993
Skills
Business Analysis, Requirements Gathering, SDLC, Business Requirements, Requirements Analysis, User Acceptance Testing
Education
Texas A&M University 1976 — 1980
BBA, Accounting
NancyAnn Waldrop's Vertex Inc. Experience January 2008 - Present
Job Business Analyst at VERTEX, Incorporated
Industry Information Technology and Services
Experience
VERTEX, Inc. January 2008 - Present
Lincoln Financial Group November 2012 - September 2014
Lincoln Financial Group February 2011 - November 2012
The Hartford September 2007 - January 2008
MassMutual Financial Group January 2006 - May 2007
Cigna July 2003 - January 2006
Travelers Life & Annuity 1989 - 2003
Education
Central Connecticut State University 1986 — 1991
Bachelor of Science, Accounting
VERTEX, Inc. January 2008 - Present
Lincoln Financial Group November 2012 - September 2014
Lincoln Financial Group February 2011 - November 2012
The Hartford September 2007 - January 2008
MassMutual Financial Group January 2006 - May 2007
Cigna July 2003 - January 2006
Travelers Life & Annuity 1989 - 2003
Education
Central Connecticut State University 1986 — 1991
Bachelor of Science, Accounting
Anne Figueras's Vertex Inc. Experience 2002 - 2005
Job CPA at Tax Technologies, Inc.
Industry Computer Software
Experience
Tax Technologies, Inc. May 2006 - Present
Vertex Inc. 2002 - 2005
Arthur Andersen 2000 - 2002
Natherson and Co. 1994 - 1999
Skills
Tax, CPA, Tax Accounting, Financial Reporting, Corporate Tax, Income Tax
Education
University of Florida - Warrington College of Business Administration
BSBA, Finance
University of South Florida
BSBA, Accounting
Tax Technologies, Inc. May 2006 - Present
Vertex Inc. 2002 - 2005
Arthur Andersen 2000 - 2002
Natherson and Co. 1994 - 1999
Skills
Tax, CPA, Tax Accounting, Financial Reporting, Corporate Tax, Income Tax
Education
University of Florida - Warrington College of Business Administration
BSBA, Finance
University of South Florida
BSBA, Accounting
Eric G. Gubatan, CPA's Vertex Inc. Experience January 2013 - May 2013
Job Tax Associate, KPMG LLP US Indirect Tax
Industry Accounting
Experience
KPMG LLP March 2014 - Present
Vertex Inc. January 2013 - May 2013
James G. Dades & Co., Ltd. November 2011 - December 2012
Skills
Income Tax, Sales Tax, Sales & Use Tax, Payroll, Payroll Analysis, Payroll Taxes, 1099 Preparation, Financial Accounting, Bookkeeping, Accounts Receivable, Microsoft Office, QuickBooks, Creative Solutions, Lacerte, JD Edwards, Accounting
Education
University of Illinois at Chicago
Bachelor of Science (B.S.), Accounting
KPMG LLP March 2014 - Present
Vertex Inc. January 2013 - May 2013
James G. Dades & Co., Ltd. November 2011 - December 2012
Skills
Income Tax, Sales Tax, Sales & Use Tax, Payroll, Payroll Analysis, Payroll Taxes, 1099 Preparation, Financial Accounting, Bookkeeping, Accounts Receivable, Microsoft Office, QuickBooks, Creative Solutions, Lacerte, JD Edwards, Accounting
Education
University of Illinois at Chicago
Bachelor of Science (B.S.), Accounting
Diana Doyle's Vertex Inc. Experience July 2011 - Present
Job Software Support Analyst II at Vertex Inc.
Industry Information Technology and Services
Experience
Vertex Inc. July 2011 - Present
Jackson Hewitt 2007 - 2011
Skills
Outlook, Teamwork, Testing, Accounts Payable, Microsoft Excel, Income Tax, Tax, General Ledger, Financial Analysis, Time Management, Payroll, Accounts Receivable, Account Reconciliation, Accounting, QuickBooks, Financial Reporting
Education
University of South Florida 1979 — 1983
Bachelor's Degree
Vertex Inc. July 2011 - Present
Jackson Hewitt 2007 - 2011
Skills
Outlook, Teamwork, Testing, Accounts Payable, Microsoft Excel, Income Tax, Tax, General Ledger, Financial Analysis, Time Management, Payroll, Accounts Receivable, Account Reconciliation, Accounting, QuickBooks, Financial Reporting
Education
University of South Florida 1979 — 1983
Bachelor's Degree
Leslie Bell FLMI, HIAA, ALHC, ACS, AIAA's Vertex Inc. Experience May 2013 - Present
Job Business Analyst/Consultant at VERTEX, Inc.
Industry Information Technology and Services
Experience
VERTEX, Inc. May 2013 - Present
Jimmy John's February 2013 - May 2013
Robert Half Technology November 2011 - May 2012
CSC August 1996 - August 2009
Skills
Business Analysis, COBOL, DB2, Requirements Analysis, SDLC, VSAM, User Acceptance Testing, Software Project..., IBM Mainframe, TSO, Requirements Gathering, Fileaid, Visio, Agile Methodologies, SQL, CICS, PMO, Business Requirements, Endeavor, Customer Satisfaction, Exceeding Customer..., Analysis, Testing, Test Planning, JCL, Waterfall, Building Relationships, Exceeding Expectations, Software Documentation, Systems Analysis, Integration, Customer Oriented, Software Development, Customer Service, Data Migration, PMP, Business Process
Education
New Mexico State University 1978 — 1979
Alamogordo Sr. High 1974 — 1978
VERTEX, Inc. May 2013 - Present
Jimmy John's February 2013 - May 2013
Robert Half Technology November 2011 - May 2012
CSC August 1996 - August 2009
Skills
Business Analysis, COBOL, DB2, Requirements Analysis, SDLC, VSAM, User Acceptance Testing, Software Project..., IBM Mainframe, TSO, Requirements Gathering, Fileaid, Visio, Agile Methodologies, SQL, CICS, PMO, Business Requirements, Endeavor, Customer Satisfaction, Exceeding Customer..., Analysis, Testing, Test Planning, JCL, Waterfall, Building Relationships, Exceeding Expectations, Software Documentation, Systems Analysis, Integration, Customer Oriented, Software Development, Customer Service, Data Migration, PMP, Business Process
Education
New Mexico State University 1978 — 1979
Alamogordo Sr. High 1974 — 1978
Ann Francoletti's Vertex Inc. Experience September 1997 - Present
Job tax research analyst (tax software developer) at VERTEX, Inc.
Industry Information Technology and Services
Experience
VERTEX, Inc. September 1997 - Present
Skills
Excel, Lotus Notes, Research, Business Analysis, Documentation, Analysis, Microsoft Excel, Databases, SQL, Tax Research, Process Improvement, Team Leadership, Team Building, Data Analysis, Access, Project Planning, Software Documentation, Partnership Taxation, Visio
Education
University of South Florida - College of Business Administration
BS, Accounting
State College of Florida
Programming
Manatee Community College
AA, Business
VERTEX, Inc. September 1997 - Present
Skills
Excel, Lotus Notes, Research, Business Analysis, Documentation, Analysis, Microsoft Excel, Databases, SQL, Tax Research, Process Improvement, Team Leadership, Team Building, Data Analysis, Access, Project Planning, Software Documentation, Partnership Taxation, Visio
Education
University of South Florida - College of Business Administration
BS, Accounting
State College of Florida
Programming
Manatee Community College
AA, Business
Diane Robertson's Vertex Inc. Experience January 2008 - Present
Job Communications Engineer at Vertex Inc.
Industry Computer Software
Experience
Vertex Inc. January 2008 - Present
Unisys January 1998 - January 2008
Skills
Requirements Analysis, Troubleshooting, Integration, Microsoft SQL Server, Software Documentation, Databases, Testing, Software Development, Operating Systems, SQL, Visio, Windows, Process Improvement, Business Analysis, Oracle
Education
Eastern University St David PA
University of Phoenix
Vertex Inc. January 2008 - Present
Unisys January 1998 - January 2008
Skills
Requirements Analysis, Troubleshooting, Integration, Microsoft SQL Server, Software Documentation, Databases, Testing, Software Development, Operating Systems, SQL, Visio, Windows, Process Improvement, Business Analysis, Oracle
Education
Eastern University St David PA
University of Phoenix
John Lomas's Vertex Inc. Experience March 2005 - Present
Job Software Developer II at Vertex Inc.
Industry Computer Software
Experience
Vertex Inc. March 2005 - Present
Education
University of Phoenix 2003 — 2005
Master of Science (MS), Computer and Information Sciences, General
University of Vermont 1985 — 1989
Bachelor of Science (BS), Chemistry
Vertex Inc. March 2005 - Present
Education
University of Phoenix 2003 — 2005
Master of Science (MS), Computer and Information Sciences, General
University of Vermont 1985 — 1989
Bachelor of Science (BS), Chemistry
David Krawczyk's Vertex Inc. Experience February 1999 - Present
Job Business Analyst from Vertex / Ebix Consulting at Lincoln Financial Group
Industry Information Technology and Services
Experience
Lincoln Financial Group July 2015 - Present
VERTEX, Inc. February 1999 - Present
Knights of Columbus June 2012 - July 2015
DST Systems December 2010 - June 2012
MassMutual Financial Group 2008 - 2010
Phoenix Life Insurance Company 2003 - 2008
The Hartford May 2002 - May 2003
FAS - Financial Administrative Services February 1999 - September 2001
Travelers / Citigroup September 1989 - February 1999
WFAN 1988 - 1990
Skills
Requirements Gathering, Business Requirements, Business Analysis, Requirements Analysis, Waterfall, Visio, Business Process, SharePoint, SDLC, Insurance, Systems Analysis, Testing, Vendor Management, Business Process..., User Acceptance Testing, Test Planning, PMO, Software Documentation
Education
Fordham University 1985 — 1989
BA, Communications
Lincoln Financial Group July 2015 - Present
VERTEX, Inc. February 1999 - Present
Knights of Columbus June 2012 - July 2015
DST Systems December 2010 - June 2012
MassMutual Financial Group 2008 - 2010
Phoenix Life Insurance Company 2003 - 2008
The Hartford May 2002 - May 2003
FAS - Financial Administrative Services February 1999 - September 2001
Travelers / Citigroup September 1989 - February 1999
WFAN 1988 - 1990
Skills
Requirements Gathering, Business Requirements, Business Analysis, Requirements Analysis, Waterfall, Visio, Business Process, SharePoint, SDLC, Insurance, Systems Analysis, Testing, Vendor Management, Business Process..., User Acceptance Testing, Test Planning, PMO, Software Documentation
Education
Fordham University 1985 — 1989
BA, Communications
Hewlett-Packard
SAP
Symantec
Intuit
HP
salesforce.com
Bloomberg LP
Autodesk