Wealth Access, Inc.
Industry: Software company
DescriptionFounded: 2011
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Wealth Access, Inc. Employees
Employee
Years
Job
Industry
Chris McGanity Chris McGanity's Wealth Access, Inc. Experience October 2012 - April 2014
Job Corporate Development Manager at RentPath
Industry Internet
Experience
RentPath April 2014 - Present
Wealth Access, Inc. October 2012 - April 2014
Nashville Capital Network October 2011 - October 2012
Hunton & Williams LLP May 2008 - July 2009
Skills
Start-ups, Corporate Development, Entrepreneurship, Data Analysis, SQL, Mergers & Acquisitions, Strategy, Tableau, Corporate Finance
Education
Vanderbilt University Law School 2009 — 2013
Juris Doctor (J.D.), Law
Vanderbilt University - Owen Graduate School of Management 2009 — 2013
Master of Business Administration (MBA), Venture Capital, Finance, Health Care
The University of Georgia 2004 — 2008
BA, History, Religion
The Westminster Schools
Diploma
RentPath April 2014 - Present
Wealth Access, Inc. October 2012 - April 2014
Nashville Capital Network October 2011 - October 2012
Hunton & Williams LLP May 2008 - July 2009
Skills
Start-ups, Corporate Development, Entrepreneurship, Data Analysis, SQL, Mergers & Acquisitions, Strategy, Tableau, Corporate Finance
Education
Vanderbilt University Law School 2009 — 2013
Juris Doctor (J.D.), Law
Vanderbilt University - Owen Graduate School of Management 2009 — 2013
Master of Business Administration (MBA), Venture Capital, Finance, Health Care
The University of Georgia 2004 — 2008
BA, History, Religion
The Westminster Schools
Diploma
Eric Steinberg Eric Steinberg's Wealth Access, Inc. Experience June 2013 - August 2013
Job Investment Banking, Summer Associate at Jefferies
Industry Investment Banking
Experience
Jefferies May 2015 - July 2015
Deloitte Corporate Finance, LLC (formerly McColl Partners) June 2014 - August 2014
Wealth Access, Inc. June 2013 - August 2013
Global Payments 2010 - 2012
Education
Vanderbilt University
JD/MBA Candidate, Corporate Finance & Accounting
Georgetown University
BA, Economics
CFA Program
Jefferies May 2015 - July 2015
Deloitte Corporate Finance, LLC (formerly McColl Partners) June 2014 - August 2014
Wealth Access, Inc. June 2013 - August 2013
Global Payments 2010 - 2012
Education
Vanderbilt University
JD/MBA Candidate, Corporate Finance & Accounting
Georgetown University
BA, Economics
CFA Program
Joe Maxwell's Wealth Access, Inc. Experience December 2013 - Present
Job EVP & Managing Director at Ipreo
Industry Venture Capital & Private Equity
Experience
Ipreo November 2014 - Present
OndeFicar.com December 2013 - Present
Wealth Access, Inc. December 2013 - Present
Jamplify February 2013 - Present
Shareholder InSite March 2009 - Present
Beacon Technologies 2007 - Present
Independence Trust Company January 2009 - February 2013
Mobular Technologies 2001 - 2013
FabSol LLC. December 2008 - December 2012
Interactive Advisory Software 2009 - September 2012
Skills
Valuation, Start-ups, Due Diligence, SaaS, Venture Capital, Entrepreneurship, Business Strategy, Analytics, Private Equity, Mergers, Corporate Development, Portfolio Management, Scenario Planning, Strategy, Leadership
Education
Vanderbilt University - Owen Graduate School of Management 1993 — 1994
MBA, Finance and Entreprenuership
Denison University 1986 — 1990
BA, Spanish, Philosophy
Ipreo November 2014 - Present
OndeFicar.com December 2013 - Present
Wealth Access, Inc. December 2013 - Present
Jamplify February 2013 - Present
Shareholder InSite March 2009 - Present
Beacon Technologies 2007 - Present
Independence Trust Company January 2009 - February 2013
Mobular Technologies 2001 - 2013
FabSol LLC. December 2008 - December 2012
Interactive Advisory Software 2009 - September 2012
Skills
Valuation, Start-ups, Due Diligence, SaaS, Venture Capital, Entrepreneurship, Business Strategy, Analytics, Private Equity, Mergers, Corporate Development, Portfolio Management, Scenario Planning, Strategy, Leadership
Education
Vanderbilt University - Owen Graduate School of Management 1993 — 1994
MBA, Finance and Entreprenuership
Denison University 1986 — 1990
BA, Spanish, Philosophy
Paul Polese's Wealth Access, Inc. Experience May 2015 - Present
Job VP, Business Development at Wealth Access, Inc.
Industry Financial Services
Experience
Wealth Access, Inc. May 2015 - Present
Placemark Investments (Acquired by Envestnet) February 2014 - May 2015
Black Diamond Performance Reporting, LLC (Acquired by Advent Software) 2010 - 2013
Charles Schwab Institutional 2005 - 2010
Pershing, a BNY Mellon company 2002 - 2005
Skills
Product Management, New Business Development, Business Strategy, SaaS, Financial Services, Portfolio Management, Investment Management, Mutual Funds, Investment Advisory, Alternative Investments, Equities, Securities, Management
Education
Springfield College 1993 — 1996
John Jay High School
Wealth Access, Inc. May 2015 - Present
Placemark Investments (Acquired by Envestnet) February 2014 - May 2015
Black Diamond Performance Reporting, LLC (Acquired by Advent Software) 2010 - 2013
Charles Schwab Institutional 2005 - 2010
Pershing, a BNY Mellon company 2002 - 2005
Skills
Product Management, New Business Development, Business Strategy, SaaS, Financial Services, Portfolio Management, Investment Management, Mutual Funds, Investment Advisory, Alternative Investments, Equities, Securities, Management
Education
Springfield College 1993 — 1996
John Jay High School
Angela Rzasnicki Angela Rzasnicki's Wealth Access, Inc. Experience March 2013 - March 2013
Job Marketing Consultant
Industry Marketing and Advertising
Experience
medForum June 2013 - February 2014
Mainsail July 2013 - November 2013
Patient Focus May 2013 - September 2013
Wealth Access, Inc. March 2013 - March 2013
Consensus Point December 2012 - January 2013
angelasimeone.com January 2011 - December 2012
Mommy Fabulous Designs January 2003 - January 2008
Sugar Bebe Showroom January 2004 - January 2006
Sugar Bebe Marketing January 2004 - January 2006
Pfizer January 2001 - January 2002
Skills
Marketing Strategy, Integrated Brand..., Marketing, Digital Marketing, Business Development, New Business Development, Strategic Partnerships, Product Development, Luxury Brand Marketing, Digital Strategy, Digital Media, Interior Design, Residential Design, Art, Art Direction, Creative Direction, Product Marketing, Product Launch, Competitive Analysis, Pharmaceutical Sales, Selling Skills, Analytics, Territory Management, Managed Care, Advertising, Start-ups, Social Media, Oil Painting, Management, Sales
Education
University of Georgia - Terry College of Business 1993 — 1995
BA, Marketing
University of Cincinnati 1991 — 1993
medForum June 2013 - February 2014
Mainsail July 2013 - November 2013
Patient Focus May 2013 - September 2013
Wealth Access, Inc. March 2013 - March 2013
Consensus Point December 2012 - January 2013
angelasimeone.com January 2011 - December 2012
Mommy Fabulous Designs January 2003 - January 2008
Sugar Bebe Showroom January 2004 - January 2006
Sugar Bebe Marketing January 2004 - January 2006
Pfizer January 2001 - January 2002
Skills
Marketing Strategy, Integrated Brand..., Marketing, Digital Marketing, Business Development, New Business Development, Strategic Partnerships, Product Development, Luxury Brand Marketing, Digital Strategy, Digital Media, Interior Design, Residential Design, Art, Art Direction, Creative Direction, Product Marketing, Product Launch, Competitive Analysis, Pharmaceutical Sales, Selling Skills, Analytics, Territory Management, Managed Care, Advertising, Start-ups, Social Media, Oil Painting, Management, Sales
Education
University of Georgia - Terry College of Business 1993 — 1995
BA, Marketing
University of Cincinnati 1991 — 1993
Brian Midgett Brian Midgett's Wealth Access, Inc. Experience April 2014 - Present
Job Senior Developer at Wealth Access, Inc.
Industry Information Technology and Services
Experience
Wealth Access, Inc. April 2014 - Present
The Active Network August 2011 - March 2014
Servpro Industries September 2010 - August 2011
Outdoor Central April 2008 - October 2010
digiChart March 2006 - April 2008
Confidential Business Resources January 2004 - March 2005
Identity Group August 2001 - December 2004
Skills
C#, ASP.NET, WCF, T-SQL, XML, JavaScript, Crystal Reports, HTML, WF, Microsoft SQL Server, SSRS, .NET, Agile Methodologies, ASP.NET MVC, Stored Procedures, VB.NET, Database Design, SSIS, IIS, WPF, SQL, jQuery, SDLC, Scrum, Silverlight, Visual Studio, MVC, TFS, Web Services, LINQ, Web Development, Databases, Software Development, Visio
Education
Tennessee Technological University 1996 — 2001
BS, Management Information Systems
Middle Tennessee State University 1997 — 1997
Bachelor of Science
Wealth Access, Inc. April 2014 - Present
The Active Network August 2011 - March 2014
Servpro Industries September 2010 - August 2011
Outdoor Central April 2008 - October 2010
digiChart March 2006 - April 2008
Confidential Business Resources January 2004 - March 2005
Identity Group August 2001 - December 2004
Skills
C#, ASP.NET, WCF, T-SQL, XML, JavaScript, Crystal Reports, HTML, WF, Microsoft SQL Server, SSRS, .NET, Agile Methodologies, ASP.NET MVC, Stored Procedures, VB.NET, Database Design, SSIS, IIS, WPF, SQL, jQuery, SDLC, Scrum, Silverlight, Visual Studio, MVC, TFS, Web Services, LINQ, Web Development, Databases, Software Development, Visio
Education
Tennessee Technological University 1996 — 2001
BS, Management Information Systems
Middle Tennessee State University 1997 — 1997
Bachelor of Science
Brian Semitekol Brian Semitekol's Wealth Access, Inc. Experience May 2015 - Present
Job Chief Financial Officer at Wealth Access, Inc.
Industry Financial Services
Experience
Wealth Access, Inc. May 2015 - Present
Shareholder InSite, Inc February 2013 - April 2015
Private Capital Alliance February 2012 - February 2013
Madison Street Capital December 2008 - September 2011
Equine Consulting 2005 - 2008
Duo-Temp, Inc. 1997 - 2005
Sherwin Williams 1996 - 1997
Skills
Corporate Finance, Deal Structuring, Valuation, Mergers, Modeling, Capital Budgeting, Capital Raises, Debt, Operations Management, Debt Restructuring, IRR, NPV, Contract Negotiations, Corporate Lending, LBO, Sensitivity Analysis, Scenario Analysis, Credit Analysis, DCF, Mezzanine, Enterprise Valuation, Private Placements, Investment Banking, Financial Reporting, Capital Structure, Corporate Development, Negotiation, Financial Analysis, Financial Planning, Corporate Advisory, Middle Market, Working Capital..., Mergers & Acquisitions, Capital, Loans, Business Valuation, Contract Negotiation, Equities, M&A experience, Venture Capital
Education
San Diego State University-California State University
B.S., Finance
Wealth Access, Inc. May 2015 - Present
Shareholder InSite, Inc February 2013 - April 2015
Private Capital Alliance February 2012 - February 2013
Madison Street Capital December 2008 - September 2011
Equine Consulting 2005 - 2008
Duo-Temp, Inc. 1997 - 2005
Sherwin Williams 1996 - 1997
Skills
Corporate Finance, Deal Structuring, Valuation, Mergers, Modeling, Capital Budgeting, Capital Raises, Debt, Operations Management, Debt Restructuring, IRR, NPV, Contract Negotiations, Corporate Lending, LBO, Sensitivity Analysis, Scenario Analysis, Credit Analysis, DCF, Mezzanine, Enterprise Valuation, Private Placements, Investment Banking, Financial Reporting, Capital Structure, Corporate Development, Negotiation, Financial Analysis, Financial Planning, Corporate Advisory, Middle Market, Working Capital..., Mergers & Acquisitions, Capital, Loans, Business Valuation, Contract Negotiation, Equities, M&A experience, Venture Capital
Education
San Diego State University-California State University
B.S., Finance
R. Kevin Saunders II's Wealth Access, Inc. Experience January 2014 - April 2014
Job Associate at BakerHostetler LLP
Industry Law Practice
Experience
Baker & Hostetler LLP September 2015 - Present
Baker & Hostetler LLP May 2014 - August 2014
Wealth Access, Inc. January 2014 - April 2014
U.S. District Court - Southern District of Ohio May 2013 - July 2013
Auditor of State - Ohio June 2011 - September 2011
Auditor of State - Ohio November 2010 - June 2011
Skills
Auditing, Fundraising, Legal Writing, Spreadsheets, Legal Research, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Financial Analysis, Accounting, Tax, QuickBooks, Corporate Tax, Public Speaking, Financial Reporting
Education
Vanderbilt University - Owen Graduate School of Management 2014 — 2015
Master of Science in Finance, Finance, General
Vanderbilt University Law School 2012 — 2015
Doctor of Law (J.D.), Law & Business Certificate Program
The Ohio State University 2009 — 2012
BSBA, Accounting
Brown University 2008 — 2009
Economics
St. Vincent St. Mary 2004 — 2008
Baker & Hostetler LLP September 2015 - Present
Baker & Hostetler LLP May 2014 - August 2014
Wealth Access, Inc. January 2014 - April 2014
U.S. District Court - Southern District of Ohio May 2013 - July 2013
Auditor of State - Ohio June 2011 - September 2011
Auditor of State - Ohio November 2010 - June 2011
Skills
Auditing, Fundraising, Legal Writing, Spreadsheets, Legal Research, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Financial Analysis, Accounting, Tax, QuickBooks, Corporate Tax, Public Speaking, Financial Reporting
Education
Vanderbilt University - Owen Graduate School of Management 2014 — 2015
Master of Science in Finance, Finance, General
Vanderbilt University Law School 2012 — 2015
Doctor of Law (J.D.), Law & Business Certificate Program
The Ohio State University 2009 — 2012
BSBA, Accounting
Brown University 2008 — 2009
Economics
St. Vincent St. Mary 2004 — 2008
David Benskin David Benskin's Wealth Access, Inc. Experience March 2011 - Present
Job Founder & CEO at Wealth Access, Inc. @ASmarterLook
Industry Information Technology and Services
Experience
Wealth Access, Inc. March 2011 - Present
Merrill Lynch Wealth Management January 2006 - February 2011
Merrill Lynch Private Banking & Investments Group January 2002 - December 2005
Merrill Lynch Private Client Group January 1999 - December 2001
Skills
Investments, Portfolio Management, Financial Services, Financial Advisory, Entrepreneurship, Wealth, Business Strategy, Cloud Computing, Strategic Partnerships, Wealth Management, FinTech, Product Management, Alternative Investments, Asset Allocation, Start-ups, Venture Capital, Analytics, SaaS, Strategy, Management, Mergers & Acquisitions, Hedge Funds, Securities, Investment Advisory, Mobile Devices, Private Equity, Asset Management, Valuation, Capital Markets, Corporate Development
Education
University of Tennessee-Knoxville
B.A., Economics
University of Pennsylvania - The Wharton School
None, Leadership Development Program
Wealth Access, Inc. March 2011 - Present
Merrill Lynch Wealth Management January 2006 - February 2011
Merrill Lynch Private Banking & Investments Group January 2002 - December 2005
Merrill Lynch Private Client Group January 1999 - December 2001
Skills
Investments, Portfolio Management, Financial Services, Financial Advisory, Entrepreneurship, Wealth, Business Strategy, Cloud Computing, Strategic Partnerships, Wealth Management, FinTech, Product Management, Alternative Investments, Asset Allocation, Start-ups, Venture Capital, Analytics, SaaS, Strategy, Management, Mergers & Acquisitions, Hedge Funds, Securities, Investment Advisory, Mobile Devices, Private Equity, Asset Management, Valuation, Capital Markets, Corporate Development
Education
University of Tennessee-Knoxville
B.A., Economics
University of Pennsylvania - The Wharton School
None, Leadership Development Program
Jason Trent's Wealth Access, Inc. Experience June 2013 - October 2013
Job Senior Software Developer at XSOLIS
Industry Information Technology and Services
Experience
XSOLIS February 2014 - Present
LetterLogic, Inc. October 2013 - February 2014
Wealth Access, Inc. June 2013 - October 2013
Hewlett-Packard February 2013 - June 2013
Simplex Healthcare March 2010 - January 2013
Zycron April 2009 - March 2010
Healthways, Inc. 2007 - February 2010
Compuware January 2007 - March 2009
Bridgestone 2002 - 2007
Alliance Software 2000 - 2002
Skills
TFS, Microsoft SQL Server, T-SQL, WCF, VB.NET, .NET, ASP.NET MVC, Visual Studio, Notepad, ASP.NET, C#, WPF Development, Entity Framework, Agile Methodologies, Scrum, SDLC, jQuery, LINQ, SQL, WPF, Requirements Analysis, Testing
Education
Tennessee Technological University 1990 — 1991
Engineering
XSOLIS February 2014 - Present
LetterLogic, Inc. October 2013 - February 2014
Wealth Access, Inc. June 2013 - October 2013
Hewlett-Packard February 2013 - June 2013
Simplex Healthcare March 2010 - January 2013
Zycron April 2009 - March 2010
Healthways, Inc. 2007 - February 2010
Compuware January 2007 - March 2009
Bridgestone 2002 - 2007
Alliance Software 2000 - 2002
Skills
TFS, Microsoft SQL Server, T-SQL, WCF, VB.NET, .NET, ASP.NET MVC, Visual Studio, Notepad, ASP.NET, C#, WPF Development, Entity Framework, Agile Methodologies, Scrum, SDLC, jQuery, LINQ, SQL, WPF, Requirements Analysis, Testing
Education
Tennessee Technological University 1990 — 1991
Engineering
Chris Haley's Wealth Access, Inc. Experience July 2014 - Present
Job Principal at Harbor View Advisors, LLC
Industry Financial Services
Experience
Michael C. Fina September 2014 - Present
Antisyn, LLC August 2014 - Present
Wealth Access, Inc. July 2014 - Present
Forcura, LLC July 2014 - Present
Harbor View Advisors January 2013 - Present
Knowledge Infusion August 2011 - December 2012
Black Diamond Performance Reporting, LLC August 2007 - August 2011
Bass, Berry & Sims June 2002 - July 2007
Ernst & Young 1997 - 1998
Skills
Tax, Mergers, Compliance, Contract Negotiation, SaaS, Financial Analysis, Financial Modeling, Financial Accounting, Corporate Finance, Corporate Law, Corporate Governance, Entrepreneurship, Entrepreneurial Finance, Entrepreneurial..., Profitable Growth, Growth Capital, Growing Businesses, Accounting
Education
New York University School of Law 2001 — 2002
LL.M., Taxation
University of Tennessee College of Law 1998 — 2001
JD, Law
University of Mississippi 1997 — 2001
Master's Degree, Taxation
University of Mississippi 1993 — 1997
BAccy, Accountancy
Senatobia High School 1989 — 1993
Michael C. Fina September 2014 - Present
Antisyn, LLC August 2014 - Present
Wealth Access, Inc. July 2014 - Present
Forcura, LLC July 2014 - Present
Harbor View Advisors January 2013 - Present
Knowledge Infusion August 2011 - December 2012
Black Diamond Performance Reporting, LLC August 2007 - August 2011
Bass, Berry & Sims June 2002 - July 2007
Ernst & Young 1997 - 1998
Skills
Tax, Mergers, Compliance, Contract Negotiation, SaaS, Financial Analysis, Financial Modeling, Financial Accounting, Corporate Finance, Corporate Law, Corporate Governance, Entrepreneurship, Entrepreneurial Finance, Entrepreneurial..., Profitable Growth, Growth Capital, Growing Businesses, Accounting
Education
New York University School of Law 2001 — 2002
LL.M., Taxation
University of Tennessee College of Law 1998 — 2001
JD, Law
University of Mississippi 1997 — 2001
Master's Degree, Taxation
University of Mississippi 1993 — 1997
BAccy, Accountancy
Senatobia High School 1989 — 1993
Shraddha Sen's Wealth Access, Inc. Experience April 2014 - Present
Job Software Engineer at Wealth Access, Inc.
Industry Computer Software
Experience
Wealth Access, Inc. April 2014 - Present
Skills
Visual Studio, Databases, Agile Methodologies, SQL, Object Oriented Design, Scrum, Microsoft SQL Server, Windows, C#, Linux, HTML, Visio, C, Operating Systems, C
Education
University of Alabama 2008 — 2011
MS, Computer Science
Karmavir Dadasaheb Kannamwar College of Engineering, Nagpur University 2004 — 2008
BE, Computer Technology
Wealth Access, Inc. April 2014 - Present
Skills
Visual Studio, Databases, Agile Methodologies, SQL, Object Oriented Design, Scrum, Microsoft SQL Server, Windows, C#, Linux, HTML, Visio, C, Operating Systems, C
Education
University of Alabama 2008 — 2011
MS, Computer Science
Karmavir Dadasaheb Kannamwar College of Engineering, Nagpur University 2004 — 2008
BE, Computer Technology
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