Wheelhouse Analytics
Industry: Company
DescriptionFounded: 2010 Parent organization: Yodlee
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11 Wheelhouse Analytics employees in database. Find out everything there's to know about Wheelhouse Analytics employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wheelhouse Analytics Employees
Employee
Years
Job
Industry
Tim Reinhart Tim Reinhart's Wheelhouse Analytics Experience March 2011 - Present
Job VP, Relationship Management at Wheelhouse Analytics
Industry Financial Services
Experience
Wheelhouse Analytics March 2011 - Present
Elite Athletic Club May 2008 - March 2011
Skills
SaaS, Mutual Funds, Finance, Salesforce.com, Training, Account Management
Education
Shippensburg University of Pennsylvania 2005 — 2009
BA, Business Management
Duquesne University 2004 — 2005
Business
Wheelhouse Analytics March 2011 - Present
Elite Athletic Club May 2008 - March 2011
Skills
SaaS, Mutual Funds, Finance, Salesforce.com, Training, Account Management
Education
Shippensburg University of Pennsylvania 2005 — 2009
BA, Business Management
Duquesne University 2004 — 2005
Business
Dillon Walker Dillon Walker's Wheelhouse Analytics Experience June 2014 - Present
Job Intern at Wheelhouse Analytics
Industry Financial Services
Experience
Wheelhouse Analytics June 2014 - Present
Private Lacrosse Trainer June 2013 - Present
Marist College September 2012 - Present
Team 302 Lacrosse June 2013 - August 2013
Pottery Barn September 2010 - December 2011
Skills
Microsoft Excel, Leadership, PowerPoint, Creativity Skills, Teamwork, Finance, Social Networking, Microsoft Word, Salesforce.com, Sales, Event Planning
Education
Marist College 2012 — 2016
Bachelor's Degree, Business, Finance: 3.51/4.0, Junior
Salesianum School 2008 — 2012
High School, 3.65/4.0
Wheelhouse Analytics June 2014 - Present
Private Lacrosse Trainer June 2013 - Present
Marist College September 2012 - Present
Team 302 Lacrosse June 2013 - August 2013
Pottery Barn September 2010 - December 2011
Skills
Microsoft Excel, Leadership, PowerPoint, Creativity Skills, Teamwork, Finance, Social Networking, Microsoft Word, Salesforce.com, Sales, Event Planning
Education
Marist College 2012 — 2016
Bachelor's Degree, Business, Finance: 3.51/4.0, Junior
Salesianum School 2008 — 2012
High School, 3.65/4.0
Calvin Hug's Wheelhouse Analytics Experience April 2012 - May 2013
Job Account Executive at On Deck Capital
Industry Financial Services
Experience
OnDeck March 2014 - Present
OnDeck May 2013 - March 2014
Wheelhouse Analytics April 2012 - May 2013
Wheelhouse Analytics May 2011 - April 2012
Kunz-Powell & Associates May 2010 - August 2010
Skills
Finance, Business Development, Information Technology, Building Relationships, Start-ups, Competitive Analysis, Leadership, Salesforce.com, Getting The Job Done, Mutual Funds, Data Analysis, Business Analysis, Entrepreneurship, Time Management, Sales, Cash Flow, Bank Statements, Financial Statement..., Business Loans, Corporate Advisory, Relationship Management
Education
Susquehanna University 2009 — 2012
Bachelor of Science in Business Administration, Finance Emphasis
OnDeck March 2014 - Present
OnDeck May 2013 - March 2014
Wheelhouse Analytics April 2012 - May 2013
Wheelhouse Analytics May 2011 - April 2012
Kunz-Powell & Associates May 2010 - August 2010
Skills
Finance, Business Development, Information Technology, Building Relationships, Start-ups, Competitive Analysis, Leadership, Salesforce.com, Getting The Job Done, Mutual Funds, Data Analysis, Business Analysis, Entrepreneurship, Time Management, Sales, Cash Flow, Bank Statements, Financial Statement..., Business Loans, Corporate Advisory, Relationship Management
Education
Susquehanna University 2009 — 2012
Bachelor of Science in Business Administration, Finance Emphasis
Paul Hatch Paul Hatch's Wheelhouse Analytics Experience September 2013 - May 2014
Job Head Advice and Solutions, Wealth Management America's at UBS
Industry Financial Services
Experience
UBS May 2014 - Present
Augusta Warrior Project January 2014 - Present
Wheelhouse Analytics September 2013 - May 2014
KNUU Investment Solutions April 2013 - May 2014
Morgan Stanley Smith Barney June 2012 - April 2013
Morgan Stanley Wealth Management April 2011 - June 2012
Morgan Stanley Smith Barney January 2010 - April 2011
Morgan Stanley Smith Barney June 2007 - June 2009
Smith Barney 2003 - 2007
Smith Barney December 2003 - December 2004
Skills
Alternative Investments, Asset Management, Equities, Financial Planning, Mutual Funds, Retirement Planning, Life Insurance, Annuity Sales, Asset Allocation, Training, Business Strategy, Strategic Financial..., Asset Managment, Hedge Funds, Portfolio Management, Investments, Estate Planning, Leadership, Investment Strategies, Investment Advisory, Fixed Income, Financial Services, Wealth Management..., Capital Markets, Retirement, Investment Management, Financial Advisory, Wealth Management, Securities, Risk Management, Insurance, Financial Markets, Private Equity, ETFs, Due Diligence, FINRA, Finance, Trading, Series 7, Strategy, Series 24, Series 63, Entrepreneurship, Fixed Annuities, Fund Of Funds, Options, Bonds, Management, Wealth, Funding
Education
United States Naval Academy 1975 — 1979
BS, General Engineering and Political Science
UBS May 2014 - Present
Augusta Warrior Project January 2014 - Present
Wheelhouse Analytics September 2013 - May 2014
KNUU Investment Solutions April 2013 - May 2014
Morgan Stanley Smith Barney June 2012 - April 2013
Morgan Stanley Wealth Management April 2011 - June 2012
Morgan Stanley Smith Barney January 2010 - April 2011
Morgan Stanley Smith Barney June 2007 - June 2009
Smith Barney 2003 - 2007
Smith Barney December 2003 - December 2004
Skills
Alternative Investments, Asset Management, Equities, Financial Planning, Mutual Funds, Retirement Planning, Life Insurance, Annuity Sales, Asset Allocation, Training, Business Strategy, Strategic Financial..., Asset Managment, Hedge Funds, Portfolio Management, Investments, Estate Planning, Leadership, Investment Strategies, Investment Advisory, Fixed Income, Financial Services, Wealth Management..., Capital Markets, Retirement, Investment Management, Financial Advisory, Wealth Management, Securities, Risk Management, Insurance, Financial Markets, Private Equity, ETFs, Due Diligence, FINRA, Finance, Trading, Series 7, Strategy, Series 24, Series 63, Entrepreneurship, Fixed Annuities, Fund Of Funds, Options, Bonds, Management, Wealth, Funding
Education
United States Naval Academy 1975 — 1979
BS, General Engineering and Political Science
Adam Moyerman Adam Moyerman's Wheelhouse Analytics Experience June 2014 - December 2014
Job Senior Data Analyst at IntegriChain
Industry
Experience
IntegriChain January 2015 - Present
Wheelhouse Analytics June 2014 - December 2014
Delaware Asset June 2013 - August 2013
CutRight LLC. December 2012 - March 2013
Keystone Recognition September 2010 - July 2012
American Pool Enterprises, Inc May 2008 - October 2008
Citigroup February 2008 - May 2008
Skills
Marketing, Business Development, SQL Server Management..., Microsoft Excel, Sales, PowerPoint, Strategic Planning, Management, Altosoft Insight Studio, Altosoft Insight..., SPSS, Business Intelligence, Tableau, Google Analytics, Sales Management, Data Analysis, Analytics, Long-term Customer..., Financial Analysis, Microsoft Office, Microsoft Word, Analysis
Education
Boston University - School of Management 2004 — 2008
Bachelor of Science in Business Administration, Marketing & Finance, Cum Laude
Temple University - Fox School of Business and Management 2012 — 2014
Master of Business Administration (MBA), Information Technology Management (ITM), 3.75
IntegriChain January 2015 - Present
Wheelhouse Analytics June 2014 - December 2014
Delaware Asset June 2013 - August 2013
CutRight LLC. December 2012 - March 2013
Keystone Recognition September 2010 - July 2012
American Pool Enterprises, Inc May 2008 - October 2008
Citigroup February 2008 - May 2008
Skills
Marketing, Business Development, SQL Server Management..., Microsoft Excel, Sales, PowerPoint, Strategic Planning, Management, Altosoft Insight Studio, Altosoft Insight..., SPSS, Business Intelligence, Tableau, Google Analytics, Sales Management, Data Analysis, Analytics, Long-term Customer..., Financial Analysis, Microsoft Office, Microsoft Word, Analysis
Education
Boston University - School of Management 2004 — 2008
Bachelor of Science in Business Administration, Marketing & Finance, Cum Laude
Temple University - Fox School of Business and Management 2012 — 2014
Master of Business Administration (MBA), Information Technology Management (ITM), 3.75
John E Ryan John E Ryan's Wheelhouse Analytics Experience 2011 - Present
Job Wheelhouse Analytics
Industry Information Technology and Services
Experience
Wheelhouse Analytics 2011 - Present
TriNet 2010 - 2011
Epic Management Group 2006 - 2010
Independent Consultant 2006 - 2010
Guardian Loan Company 2000 - 2006
National Finance Corporation 1993 - 1999
Northern Capital Securities (fka Scott, Starr Investments, Inc.) 1988 - 1993
Skills
Leadership, Start-ups, Finance, Sales Management, Sales, Business Development, New Business Development, Marketing, Entrepreneurship, Mortgage Banking, Training, Mortgage Lending, Sales Operations, Business, Loans, Customer Service, Business Planning, Analytics, Problem Solving, Negotiation, Recruiting, Sales Presentations, Management, SaaS, Team Building, Coaching, Microsoft Office, Entrepreneur, General Ledger, Lead Generation, Wheelhouse Admiral for..., Inside Sales, Call Center, Information Technology, Mortgage Marketing, General Administration, Teaching, QuickBooks, Warehouse Lending, Call Centers, Investments, Salesforce.com, SSAE 16
Education
Siena College
BS, Finance
Wheelhouse Analytics 2011 - Present
TriNet 2010 - 2011
Epic Management Group 2006 - 2010
Independent Consultant 2006 - 2010
Guardian Loan Company 2000 - 2006
National Finance Corporation 1993 - 1999
Northern Capital Securities (fka Scott, Starr Investments, Inc.) 1988 - 1993
Skills
Leadership, Start-ups, Finance, Sales Management, Sales, Business Development, New Business Development, Marketing, Entrepreneurship, Mortgage Banking, Training, Mortgage Lending, Sales Operations, Business, Loans, Customer Service, Business Planning, Analytics, Problem Solving, Negotiation, Recruiting, Sales Presentations, Management, SaaS, Team Building, Coaching, Microsoft Office, Entrepreneur, General Ledger, Lead Generation, Wheelhouse Admiral for..., Inside Sales, Call Center, Information Technology, Mortgage Marketing, General Administration, Teaching, QuickBooks, Warehouse Lending, Call Centers, Investments, Salesforce.com, SSAE 16
Education
Siena College
BS, Finance
Frank Coates's Wheelhouse Analytics Experience May 2010 - Present
Job Founder of Wheelhouse Analytics
Industry Information Technology and Services
Experience
Wheelhouse Analytics May 2010 - Present
Coates Analytics October 2003 - April 2010
Strong Mutual Funds 2000 - 2003
Dreyfus July 1995 - March 2000
Pitcairn Financial Group May 1994 - May 1995
The Boston Company August 1990 - May 1994
US Army May 1987 - August 1990
Skills
Information Technology, Investment Management, Mutual Funds, Start-ups, Sales Management, Financial Services, Alternative Investments, Asset Management, Finance, Hedge Funds, Entrepreneurship, Asset Allocation, Leadership, Training, Business Development
Education
Siena College 1983 — 1987
B.S., Computer Science
Wheelhouse Analytics May 2010 - Present
Coates Analytics October 2003 - April 2010
Strong Mutual Funds 2000 - 2003
Dreyfus July 1995 - March 2000
Pitcairn Financial Group May 1994 - May 1995
The Boston Company August 1990 - May 1994
US Army May 1987 - August 1990
Skills
Information Technology, Investment Management, Mutual Funds, Start-ups, Sales Management, Financial Services, Alternative Investments, Asset Management, Finance, Hedge Funds, Entrepreneurship, Asset Allocation, Leadership, Training, Business Development
Education
Siena College 1983 — 1987
B.S., Computer Science
Tim Thomas's Wheelhouse Analytics Experience March 2015 - August 2015
Job Consultant
Industry Management Consulting
Experience
Wheelhouse Analytics March 2015 - August 2015
Sabbatical February 2009 - February 2014
Consultant September 2006 - February 2009
ERTHNXT January 2007 - December 2007
Lockwood, a service of Pershing/Bank of New York Securities March 2000 - June 2006
Skills
Asset Management, Customer Service, Equities, Investments, Management, Mutual Funds, Product Development, Project Management, Securities, Strategic Planning, Wealth Management, Leadership, Strategy, Business Development, Program Management, Team Building, Change Management, Consulting, Training, Entrepreneurship, Social Media, Nutritional Counseling, Yoga Instruction, Mindfulness, Positive Psychology
Education
Fordham University 1988 — 1992
Wheelhouse Analytics March 2015 - August 2015
Sabbatical February 2009 - February 2014
Consultant September 2006 - February 2009
ERTHNXT January 2007 - December 2007
Lockwood, a service of Pershing/Bank of New York Securities March 2000 - June 2006
Skills
Asset Management, Customer Service, Equities, Investments, Management, Mutual Funds, Product Development, Project Management, Securities, Strategic Planning, Wealth Management, Leadership, Strategy, Business Development, Program Management, Team Building, Change Management, Consulting, Training, Entrepreneurship, Social Media, Nutritional Counseling, Yoga Instruction, Mindfulness, Positive Psychology
Education
Fordham University 1988 — 1992
Dan Maiale's Wheelhouse Analytics Experience September 2013 - May 2014
Job Sr. Systems Engineer
Industry Information Technology and Services
Experience
Vertex Inc. June 2014 - Present
Wheelhouse Analytics September 2013 - May 2014
Vertex Inc. October 2011 - August 2013
Essential Management Solutions, LLC November 2007 - October 2011
L. Robert Kimball & Associates 2002 - 2007
REIS,Inc. 1997 - 2000
Education
Rochester Institute of Technology 1991 — 1995
BS, Mechanical Engineering
Rockland Community College 1990 — 1991
Associate's degree
Vertex Inc. June 2014 - Present
Wheelhouse Analytics September 2013 - May 2014
Vertex Inc. October 2011 - August 2013
Essential Management Solutions, LLC November 2007 - October 2011
L. Robert Kimball & Associates 2002 - 2007
REIS,Inc. 1997 - 2000
Education
Rochester Institute of Technology 1991 — 1995
BS, Mechanical Engineering
Rockland Community College 1990 — 1991
Associate's degree
Daniel Wing's Wheelhouse Analytics Experience May 2013 - Present
Job Summer Intern at Wheelhouse Analytics
Industry Marketing and Advertising
Experience
Wheelhouse Analytics May 2013 - Present
BQ6 Media Group May 2012 - Present
Penn Oaks Golf Club May 2011 - August 2011
Priority Archives/Shred May 2010 - August 2010
Skills
Marketing, Golf, Marketing Strategy, Sales, Data Analysis, Social Media, PowerPoint, Microsoft Office, Outlook, Sales Operations, Facebook, Pharmaceutical Industry, Social Media Marketing, Selling, Time Management, Public Relations
Education
Susquehanna University 2011 — 2014
Business Administration Marketing Emphasis, Junior
Catawba College 2009 — 2011
Business Administration Marketing Emphasis
Wheelhouse Analytics May 2013 - Present
BQ6 Media Group May 2012 - Present
Penn Oaks Golf Club May 2011 - August 2011
Priority Archives/Shred May 2010 - August 2010
Skills
Marketing, Golf, Marketing Strategy, Sales, Data Analysis, Social Media, PowerPoint, Microsoft Office, Outlook, Sales Operations, Facebook, Pharmaceutical Industry, Social Media Marketing, Selling, Time Management, Public Relations
Education
Susquehanna University 2011 — 2014
Business Administration Marketing Emphasis, Junior
Catawba College 2009 — 2011
Business Administration Marketing Emphasis
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY