Adaptive Insights
Industry: Software company
DescriptionAdaptive Insights, a Workday company, formerly Adaptive Planning, Inc., is a software as a service company headquartered in Palo Alto, California founded in 2003. Its Business Planning Cloud lets people in companies collaborate, gain insights, and make smarter decisions faster. CEO: Thomas F. Bogan Parent organization: Workday, Inc. Founded: 2003 VP: Sean Cox (Customer Success, Adaptive Insights) Chief product officer: Bhaskar Himatsingka Subsidiary: MyDIALS
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Adaptive Insights Employees
Oracle September 2015 - Present
Adaptive Insights July 2012 - June 2015
Host Analytics, Inc. August 2011 - July 2012
Cisco Systems January 2010 - August 2011
Vanco Capital and Investments, LLC / Vanco Real Estate and Winter Capital April 2002 - January 2010
Wells Fargo 2001 - 2002
Loancity.com January 1999 - January 2001
National Bank of the Redwoods Allied Federal Allied Diversified Credit CUSO January 1995 - January 1999
Benefical Finance 1993 - January 1995
Skills
Consultative Selling, B2B, Sales Process, Key Account Development, Start-ups, Salesforce.com, Sales Management, Solution Selling, SaaS, Demand Generation, Strategic Planning, Account Management, Lead Generation, New Business Development, Negotiation, Software Sales, Forecasting, Selling, Contract Negotiation, Customer Service, Enterprise Software, E-commerce, Product Management, Analytics, Direct Sales, Leadership, Training, Strategy, Sales Operations, Management, Go-to-market Strategy, Strategic Partnerships, Product Marketing, Cloud Computing, Professional Services, Sales, CRM, Cold Calling, Sales Enablement, Business Development, Sales Presentations, Cross-functional Team..., Channel Partners, Partner Management, Unified Communications, Adaptive Planning, Adaptive Discovery, Adaptive Consolidation, Security, Competitive Analysis
Education
University of California, Santa Barbara
Bachelor’s Degree
CaptainU September 2015 - Present
Adaptive Insights April 2014 - August 2015
Newton Girls Softball June 2009 - October 2013
The Wequassett Resort and Golf Club 2013 - 2013
The May Center for Child Development September 2012 - December 2012
Skills
Teamwork, Leadership, Time Management, Coaching, Customer Service, SaaS, PowerPoint, Salesforce.com, Cloud Computing, Sales, Cold Calling, Lead Generation, Strategy, CRM, Management, Enterprise Software, Microsoft Office
Education
Springfield College 2009 — 2013
Bachelor of Science (B.S.), Psychology
Adaptive Insights March 2015 - July 2015
Apple November 2014 - March 2015
eBay Inc December 2013 - November 2014
Good Technology October 2013 - November 2013
RTZ Associates March 2013 - September 2013
Progress Financial September 2010 - September 2012
Netwise Designs August 2007 - January 2011
ABOffice February 2010 - April 2010
Softtek March 2001 - December 2005
Vision Consulting February 2004 - October 2004
Skills
MySQL, HTML, PHP, Web Design, Website Development, Adobe Fireworks, Dreamweaver, Photoshop, Illustrator, CSS, Unix, JIRA, Nagios, Ubuntu 12.04, Vagrant Boxes, Ubuntu, Windows Server, Databases, Network Administration, System Administration, Servers, Testing, Citrix Xenserver..., Samba File Server, Linux, Operating Systems, Quality Assurance, DNS, Apache, Windows, SQL, Troubleshooting, Active Directory
Education
Universidad Tecnológica de México 1996 — 2001
BS in Computer Science, Computer Engineering
Trade Winds Aviation 2015 — 2015
Training, Private Pilot
Adaptive Insights May 2013 - Present
Axcient December 2011 - April 2013
Nine Lives Media December 2010 - March 2012
Panorama Software April 2011 - February 2012
Getsolar.com March 2010 - February 2011
Solar March 2010 - 2011
Sierra Magazine December 2009 - April 2010
SFPD Domestic Violence Unit August 2009 - December 2009
University of San Francisco August 2007 - December 2009
Howcast Media June 2009 - August 2009
Skills
Editing, Social Media, Lead Generation, Copywriting, Salesforce.com, Cloud Computing, CRM, Writing, Final Cut Pro, InDesign, Content Strategy, Blogging, Enterprise Software, Public Relations, interviewing, Press Release Drafting, case study writing, Ghostwriting, Case Studies, Marketing, SEO copywriting, Email Marketing, Interviews, Photoshop, Salesforce.com..., Strategy, Investigative Reporting, comedic writing, Strategic Public..., Comedy, Columnist, SEO, Facebook, Press Releases, Integrated Marketing, Product Marketing, Analytics
Education
University of San Francisco 2007 — 2009
B.A, Media Studies
Adaptive Insights January 2014 - Present
Red Hat May 2012 - January 2014
IBM (SPSS) 2005 - 2007
Captiva Software 2000 - 2005
Skills
Solution Selling, Enterprise Software, Consultative Selling, Direct Sales
Education
The University of Texas at Arlington
MS, Professional Accounting
University of Delaware
BS, Finance
Adaptive Insights October 2014 - Present
Kral Consulting January 2012 - Present
SFCG December 2013 - October 2014
Actian Corporation April 2013 - December 2013
Pervasive Software August 2011 - April 2013
Computer Nerdz November 2008 - December 2008
Six Flags March 2003 - October 2008
Skills
Java, C++, Microsoft Office, C#, Linux, Visual Studio, Prolog, SQL, XML, Data Integration, OOP, JavaScript, Eclipse, MySQL, SaaS, Technical Writing, CSS, Salesforce.com, CRM, SAP, Android, SQL Server Management..., Pspice, OpenGL, Oracle SQL, Oracle, NetSuite, REST, Web Services, Cisco VPN, Software Development, Cloud Computing, Unix, C, HTML, Electrical Engineering, Physics, Computer Repair, Security, Customer Service, Customer Support, HL7, Subversion, SOAP, ETL, Testing, Databases, Research, Windows, Validation
Education
Texas Tech University 2008 — 2011
Dual Electrical Engineering and Computer Science, Dual Electrical Engineering and Computer Science
Northwest Vista College 2005 — 2007
Assoociate of arts, Computer Science
Anaplan December 2014 - Present
Adaptive Insights October 2013 - November 2014
Adaptive Planning 2012 - October 2013
Solver 2009 - December 2011
BizNet Software, Inc. January 2009 - December 2009
Microsoft August 2007 - December 2008
Microsoft May 2006 - August 2007
Microsoft July 2001 - May 2006
FRx Software April 1998 - May 1999
IBM 1991 - 1992
Skills
Business Intelligence, ERP, Pre-sales, Analytics, Channel, Budgets, SaaS, SharePoint, Microsoft SQL Server, Cloud Computing, Solution Selling, Enterprise Software, Databases, Go-to-market Strategy, Marketing, Entrepreneurship, Strategic Partnerships, Business Development, Lead Generation, Cross-functional Team..., Start-ups, Sales Operations, Training, Management, Sales, Leadership, Demand Generation, Channel Partners, Partner Management, Consulting, Program Management, Sales Enablement, Professional Services, Salesforce.com, CRM
Education
EuroCentres International Language School 2000 — 2000
French Launguage Immersion
University of Arizona 1987 — 1991
BSBA, Economics
University of London 1990 — 1990
International Business
Nelson Huffman's Social Media Training
Adaptive Insights May 2014 - Present
CSC December 2012 - April 2014
Magenic March 2011 - November 2012
CoreLogic September 2005 - March 2011
CTB - McGraw-Hill September 2004 - September 2005
Franklin Templeton Investments December 1998 - November 2000
Skills
Microsoft SQL Server, XML, Agile Methodologies, Scrum, SDLC, Quality Assurance, ISTQB Certified, Business Intelligence, Microstrategy, Data Warehousing, Web Services, Java, QTP, Quality Center, SOA Testing, ALM, ETL, ISTQB, Test Planning, Testing, Integration, HP Quality Center, MicroStrategy Reporting
Education
San Jose State University 2003 — 2005
Master's Degree, Software Engineering
University of Madras 1999 — 2001
Master's Degree, Computer Programming, Specific Applications
University of Madras
Bachelor's Degree, Mathematics and Statistics
Adaptive Insights June 2015 - Present
Adaptive Insights July 2014 - June 2015
InterVarsity July 2012 - June 2014
InterVarsity July 2009 - June 2012
Skills
Leadership, Fundraising, Nonprofits, Training, Event Planning, Strategy, Management, Recruiting, Salesforce.com, Sales, Business Development, Organization Skills, Corporate Performance, Lead Generation, Cold Calling, Community Outreach, Public Speaking, Microsoft Office
Education
University of California, Berkeley 2005 — 2009
BA, Social Welfare and Education
Bellarmine College Preparatory 2001 — 2005
Adaptive Insights February 2012 - Present
Promethean Brand March 2013 - Present
USAA June 2011 - September 2011
U.S. Army July 2004 - February 2009
Skills
Personal Branding, Training, Coaching, Customer Service, Customer Support, Content Writing, Entrepreneurship, Process Improvement, Analysis, Analytics, Start-ups, SaaS, Project Management, Spanish, Employee Training, Business Process..., Management
Education
The University of Texas at San Antonio 2009 — 2011
Bachelors of Business Administration
Adaptive Insights November 2014 - Present
Germer Gertz, L.L.P. July 2011 - October 2011
Integrated Care Collaboration June 2011 - August 2011
Education
The University of Texas at Austin 2009 — 2014
Bachelor of Business Administration, Finance
Adaptive Insights August 2014 - Present
DoStuff Media January 2014 - June 2014
Cruzando Culturas February 2013 - May 2013
Con Mi MADRE August 2012 - January 2013
Renee Trudeau & Associates June 2012 - January 2013
University of Texas at Austin March 2012 - July 2012
UT Austin January 2011 - May 2011
Skills
Spanish, InDesign, Nonprofits, Photoshop, Teaching, Coaching, Project Planning, Social Networking, Business Development, Communication, Facebook, Microsoft Word, PowerPoint, Microsoft Excel, Public Speaking
Education
The University of Texas at Austin 2010 — 2014
Bachelor of Science (BS), Communication Studies: Human Relations, Spanish, Senior
Universidad Pontificia Comillas 2013 — 2013
Spanish Language and Literature
Ronald Reagan High School 2008 — 2010
Carlisle High School 2007 — 2008
Cerritos High School 2006 — 2007
Adaptive Insights August 2014 - Present
Kumon September 2013 - August 2014
Skills
Cloud Computing, Data Analysis, Microsoft Excel, Applied Mathematics, Client On-boarding, Customer Enablement, Data Integration, Project Management, Public Speaking, Business Analysis, Source Gap Analysis, Professional Services, Source Analysis, Database Connectivity, Source to Target Mapping, Consulting, Business Requirements..., Data Validation, Pervasive Data..., SQL, Pentaho Kettle, Data Collection, Mathematics, R, C++, Python, Adaptive Integration, Solutions, Problem Solving, Escalation Resolution, OpenAir, SOAP, SoapUI, REST, Web Services, APIs, WebEx, VPN, RDP, HTTPS, On-premise software, hosted software, SaaS, Salesforce.com, Data Mapping, SOW, Management
Education
The University of Texas at Austin 2007 — 2012
Bachelor of Science, Applied Mathematics
Woodville High School 2004 — 2007
High School
Adaptive Insights February 2015 - Present
Skills
Financial Reporting, Analysis, Budgets, Financial Analysis, Process Improvement, PowerPoint, Microsoft Excel, Management, Financial Forecasting, Microsoft Word, Forecasting, Finance, Variance Analysis, Financial Modeling, Cross-functional Team..., Business Analysis, Business Management, Customer Service, Integration, Leadership, Strategy
Education
University of California, Berkeley
Bachelor's Degree, Cognitive Science with emphasis in Psychology
Apple July 2015 - Present
Adaptive Insights July 2014 - June 2015
Square 1 Bank March 2014 - July 2014
LEFT BANK BRASSERIE LIMITED April 2013 - July 2014
Financial Consultant, JSSN Jewelry January 2010 - June 2014
4Wholesale Corporation January 2013 - March 2014
Pattaya Thai Restaurant July 2010 - October 2011
Skills
Management, Finance, Start-ups, Data Analysis, Leadership, Social Media, Social Networking, PowerPoint, Financial Modeling, Public Speaking, Strategic Planning, Accounting, Financial Analysis, Team Building, Business Planning, Management Consulting, Business Strategy, Corporate Finance, Microsoft Excel, Python, Access, SQL, Salesforce, Relational Databases, SAP, Financial Reporting
Education
Santa Clara University - Leavey School of Business 2012 — 2014
Bachelor's of Science in Commerce, Business Finance
Andrew P. Hill
Adaptive Insights May 2015 - Present
Super Derivatives January 2012 - January 2015
LivePerson 2010 - 2012
SysAid Technologies Ltd. 2009 - 2010
Bynet Semech April 2008 - 2009
Matrix 2007 - 2008
Israel Air Force November 2004 - November 2006
Skills
Linux, Operating Systems, TCP/IP, System Administration, SQL, Unix, Java, Windows, DNS, VMware, HTML, PHP, IIS, Servers, Technical Support, Windows Server, Networking, Microsoft SQL Server, Microsoft Exchange, VPN, Troubleshooting, Cloud Computing, DHCP, Active Directory, Integration, Databases, Red Hat Linux, Hardware, SaaS, Solaris
Education
John Bryce 2014 — 2014
RHCE - Red Hat Certified Engineer, Network and System Administration/Administrator
The Open University 2012 — 2012
Basic Java
"Afik" College 2007 — 2008
Certified, MCSA/MCSE
"Uvda", Air Force Base 2004 — 2005
Certified, Network and System Administration/Administrator
Adaptive Insights June 2014 - Present
Konica Minolta Business Solutions U.S.A., Inc. November 2012 - June 2014
Quality Systems, Inc July 2011 - November 2012
Operation Technology Inc. 2009 - August 2011
GIAC USA 2007 - 2009
City of Sunnyvale July 2002 - August 2002
Skills
Software Engineering, C#, C++, Microsoft SQL Server, JavaScript, Java, C, Programming, Software Development, Python, Oracle, Testing, MySQL, Scrum, Databases, Automation, ASP.NET, UML, AJAX, CSS, Project Management, Amazon Web Services..., Cloud Applications, Rights Management..., WCF, Client Server..., Adobe LiveCycle, Design Specifications, Version Control Tools, Web Development, Design Patterns, MFC, Object Oriented Design, AIX, Unix
Education
University of California, Irvine 2005 — 2009
BS, Computer Science and Engineering
Adaptive Insights January 2014 - Present
Rackspace Hosting May 2012 - July 2012
Rackspace Hosting 2011 - 2011
Skills
Microsoft Excel, Social Media, Analytics, Marketing, Financial Modeling, Marketing Strategy, Microsoft Office, PowerPoint, SaaS, Salesforce.com, Social Media Marketing, Lead Generation, Online Lead Generation, Inbound Lead Generation, Research
Education
University of Southern California 2009 — 2013
Bachelor of Arts (B.A.), Economics
Vormetric, Inc. September 2015 - Present
Adaptive Insights June 2011 - September 2015
Slipstream Global February 2009 - May 2011
NetManage February 2003 - March 2008
Sally Beauty Company October 2001 - June 2003
Skills
Cold Calling, Salesforce.com, CRM, SaaS, Sales Process, Sales, Start-ups, Enterprise Software, Management, Marketing, Strategy, Sales Management, Lead Generation, Product Management, Strategic Partnerships, Cloud Computing, Business Development, Demand Generation, Training, Solution Selling, Integrated Marketing, Go-to-market Strategy, Professional Services, Direct Sales, Leadership, Forecasting, Sales Enablement, Account Management, Business Intelligence, Analytics, New Business Development
Education
San Jose State University 2001 — 2005
San Jose State University 2001 — 2003
Child Development
Adaptive Insights June 2013 - Present
Chron ITS, LLC 2009 - 2013
Siemens Enterprise Communications 2002 - 2009
Siemens 1996 - 2002
Siemens 1996 - 1998
Siemens 1989 - 1996
IBM ROLM 1984 - 1989
ROLM 1981 - 1984
Skills
Telecommunications, Product Management, System Architecture, VoIP, Unified Communications, Integration, Software Development, Engineering Management, enterprise software, sip, Software Engineering, Agile Methodologies, Telephony, IP, SIP, Enterprise Software, ISDN, Switches, Cloud Computing, Start-ups, Wireless, Embedded Systems, Testing, Strategy, Networking, Architecture, Go-to-market Strategy, Mobile Devices, Cisco Technologies, Pre-sales, Hardware, Solution Architecture, Systems Engineering, TCP/IP, Distributed Systems, SaaS, System Deployment, Unix, Technical Leadership, Software Design, Network Architecture
Education
Stanford University 1980 — 1981
MS
Stanford University 1976 — 1980
BS
Adaptive Insights November 2013 - Present
Marketo June 2013 - October 2013
ADVFN June 2012 - September 2012
Ocean's Restaurant June 2011 - August 2011
HelpRickSF.com July 2010 - September 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, Budgets, Strategic Planning, Negotiation, Editing, Financial Analysis, Marketing
Education
Santa Clara University 2009 — 2013
Bachelor of Science (BS), Finance, General
CallidusCloud July 2014 - Present
Adaptive Insights 2012 - 2014
myDIALS 2011 - 2014
Excite@Home, Paramount Digital TV, Medibis, Health Inventures, Breakthrough Health and Fitness June 1996 - May 2011
Skills
SaaS, Business Intelligence, Start-ups, Product Management, Lead Generation, New Business Development, Enterprise Software, Cloud Computing, E-commerce, Entrepreneurship, Strategic Partnerships, Analytics, Strategic Planning, Strategy, Go-to-market Strategy, Product Marketing, Business Strategy, Executive Management, Demand Generation, Leadership, Business Development, Solution Selling, Forecasting, Marketing, Professional Services, Strategic Alliances, CRM, Business Alliances, Software Industry
Education
Stanford University
Bachelor's degree
mt. michael
Stanford University
Master of Arts (MA), Food Research Institute
Stanford University
Bachelor of Arts (BA), Economics
London School of Economics
Coursework via Stanford Overseas Program
Stanford University
Master's degree
Adaptive Insights Sr Project ManagerAcelityAugust 2012 - February 2015
USAA January 2011 - November 2012
American Funds May 2009 - December 2010
IBM Global Services October 2002 - August 2010
Aetna May 2005 - May 2009
Harcourt Assessment 2004 - 2005
Ohio Department of Education April 2003 - March 2004
Texas Worker's Compensation Commission 2002 - 2003
Accenture 1982 - 1988
Skills
Project Management, PMP, Adaptive Insights, Business Analysis, Leadership, SDLC, Analysis, Consulting, IT Strategy, Business Process, Data Center, Vendor Management, Program Management, PMO, Project Portfolio..., Business Process..., Requirements Analysis, Process Improvement, Software Project..., Integration, Management Consulting, Business Intelligence, Requirements Gathering, Visio, IT Management, Outsourcing, Event Planning, Event Management, Event Production
Education
The University of Texas at Austin - Red McCombs School of Business 1980 — 1982
MBA, Business Mangement
The University of Texas at Austin 1973 — 1975
BA, Government
Adaptive Insights July 2014 - Present
Kensington and Sons, LLC January 2008 - Present
Hightail November 2013 - June 2014
Apple June 2011 - November 2013
Apple June 2009 - June 2011
Skills
Financial Modeling, Financial Analysis, Forecasting, Finance, Strategy, Business Strategy, Management, Entrepreneurship, Start-ups, Sales, Retail, Business Development, Marketing Strategy, Competitive Analysis, Salesforce.com, Financial Reporting, CRM
Education
University of Southern California 2004 — 2009
Bachelor of Science (BS), Business Administration, Engineering Technology Commercialization
The Chinese University of Hong Kong 2008 — 2008
International Business
Twitter July 2015 - Present
Twitter October 2014 - July 2015
Adaptive Insights August 2014 - October 2014
Stanford Women in Business June 2013 - June 2014
CAKE June 2013 - September 2013
Microsoft January 2013 - June 2013
Stanford Women in Business May 2012 - June 2013
CAKE June 2012 - September 2012
OCTANe July 2011 - September 2011
Skills
Social Media Marketing, Leadership, Social Media, Event Planning, Salesforce.com, Team Leadership, Competitive Analysis, Public Speaking, Product Management, Product Marketing, Microsoft Office, Analytics, HTML, Marketing Strategy, Project Management, JIRA, Confluence, Product Development, Java, Management, Entrepreneurship, Adaptive Insights, Digital Marketing, Display Advertising
Education
Stanford University 2010 — 2014
Bachelor of Arts (B.A.), Science, Technology and Society
Stanford University Graduate School of Business 2014 — 2014
SIGM (Summer Institute of General Management)
Corona del Mar High School 2006 — 2010
AP Scholar with Distinction, California Scholarship Federation, Principal's Honor Roll
Universitat Autònoma de Barcelona 2008 — 2008
Spanish Language and Literature
Adaptive Insights April 2015 - Present
Greater Orlando Aviation Authority: Orlando International (MCO) and Executive (ORL) Airports July 2014 - April 2015
BNY Mellon May 2011 - July 2014
BNY Mellon February 2006 - May 2011
Skills
Financial Analysis, Financial Reporting, Account Reconciliation, Accounting, Fund Accounting, Sarbanes-Oxley Act, Internal Controls, General Ledger, Financial Modeling, Financial Accounting, Auditing, Variance Analysis, Bloomberg, Microsoft Excel, Hedge Funds, Equities, Finance, Financial Statements, Valuation, US GAAP, Bloomberg Terminal, Fund Administration, Mutual Funds, Analysis, Risk Management, Fund Of Funds, Management, Strategic Financial..., Basketry, Investments, Derivatives, Trading, Stripping, Securities, Fixed Income, Portfolio Management, Alternative Investments, Corporate Actions, Corporate Finance, SEC filings, Accruals, Asset Management, Treasury, Global Custody, Client Services, Cash Management, Treasury Management, InvestOne, Microsoft Office, Cash Flow
Education
University of Central Florida 2003 — 2005
Finance
Lake Howell High School
Adaptive Insights March 2015 - Present
Adaptive Insights January 2014 - February 2015
Adaptive Planning May 2012 - December 2013
Stone Loughlin & Swanson LLP December 2011 - May 2012
BBVA Compass February 2010 - July 2011
Skills
Customer Service, Banking, PowerPoint, Microsoft Office, Outlook, Financial Modeling, Financial Analysis, Customer Support, Customer Satisfaction, Forecasting, Financial Forecasting, Venture Capital, Analysis, Budgets, Financial Reporting, Executive Management, Analytics, Sales, Cross-functional Team..., Business Strategy, Mergers & Acquisitions, Start-ups, Strategy, Strategic Financial..., Salesforce.com, Finance, Accounting, Business Analysis, Business Development, Adaptive Planning, Adaptive Consolidation, Juris, Adaptive Discovery, Plannning, Investments, CRM, Competitive Analysis, Business Intelligence, Business Planning, Planning
Education
Seattle University 2006 — 2009
BA, Business Administration - Finance
Adaptive Insights March 2015 - Present
Adaptive Insights July 2013 - February 2015
Adaptive Insights April 2012 - July 2013
Adaptive Insights December 2010 - April 2012
Stone Soup Promotions April 2010 - September 2010
Terra Gallery & Event Venue March 2008 - February 2010
Off to Work January 2007 - November 2007
Powerboat P1 September 2007 - September 2007
Skills
Event Planning, Event Management, Outlook, Demand Generation, Spanish, Lead Generation, Collateral, Online Marketing, Salesforce.com, Corporate Events, Brand Awareness, WebEx, Marketing, Leadership, Management, Trade Shows, Budgets, Email Marketing, Social Media Marketing, Strategic Partnerships, Start-ups, Forecasting, SaaS, Project Planning, Marketing Automation, Multi-channel Marketing, Business Intelligence, Product Marketing
Education
University of California, Santa Barbara 2002 — 2006
BA, Communication and Global Peace and Security
Adaptive Insights September 2015 - Present
Adaptive Insights May 2015 - September 2015
Strata Decision Technology December 2012 - April 2015
Strata Decision Technology June 2011 - December 2012
University of Illinois at Urbana-Champaign February 2011 - June 2011
Arthur J. Gallagher & Co. June 2010 - August 2010
Optimization Consulting, Inc. 2009 - 2009
Skills
Data Analysis, Process Improvement, SQL, Microsoft Excel, Software Documentation, Microsoft Office, Customer Service, Project Management, Microsoft SQL Server, Windows, Business Analysis, Access, System Administration, PowerPoint, Analysis, Team Leadership, Microsoft Word, Financial Software..., Software Implementation
Education
University of Illinois at Urbana-Champaign - College of Business 2007 — 2011
Bachelors of Science, Information Systems/Information Technology
University of Illinois at Urbana-Champaign - College of Business 2007 — 2011
Bachelors of Science, Management- International Business
Adaptive Insights 2014 - Present
Google 2002 - 2012
BroadVision 2000 - 2001
PowerUp Software 1996 - 2000
Sybase (via acquisition of Powersoft) 1993 - 1996
Intel Corporation 1991 - 1993
Accenture (previously Andersen Consulting) 1988 - 1991
Skills
Sales Engineering, Strategic Partnerships, Online Advertising, Adsense, Advertising, Mobile Advertising, Google Adwords, Java, Python, Mobile Applications, Oracle
Education
Stanford University 1983 — 1988
B.S. Computer Science, B.A. Economics
BigPanda August 2015 - Present
Tintri January 2014 - July 2015
Shipwire, Inc. December 2011 - December 2013
Adaptive Insights January 2011 - December 2011
Google October 2010 - January 2011
Skills
Demand Generation, Marketing Strategy, Database Marketing, Digital Marketing, Microsoft Excel, Eloqua, Marketo, Salesforce.com, SEO/SEM, HTML, CSS, JavaScript, Relational Databases, Marketing Automation, Sales Analytics, Google Analytics, Google Adwords, CMS, FTP, Jigsaw, SaaS, Lead Scoring, Online Marketing, WebEx, A/B testing, Monte Carlo modeling, What-if Analysis, Marketing Copy, Vendor Management, SEOmoz, Content Syndication, Funnel Optimization, oDesk, WordPress, Marketing, Marketing Operations, Customer Acquisition, Lead Generation, Lead Management, SEM, Email Marketing, Multi-channel Marketing, Marketing Analytics, Enterprise Software, PPC, Analytics, CRM, ROMI, IP PBX, Sales Operations
Education
UC San Diego 2006 — 2010
BS
Adaptive Insights September 2014 - Present
Experian QAS US April 2013 - September 2014
Robert Half International October 2011 - April 2013
Skills
Microsoft Excel, Customer Service, Recruiting, Microsoft Office, Human Resources, PowerPoint, Sales, Business Development, Interviews, CRM, Cloud Computing
Education
University of Massachusetts, Amherst 2007 — 2011
BA, Psychology
Milford High School 2004 — 2007
Rallyteam August 2015 - Present
Adaptive Insights May 2011 - Present
Elance February 2008 - April 2011
Seriosity Inc. November 2006 - November 2007
MySQL (acquired by Sun Microsystems and Oracle) June 2004 - June 2006
PeopleSoft (acquired by Oracle) February 2002 - May 2004
Annuncio Software (acquired by PeopleSoft) August 1997 - February 2002
Extensity June 1996 - July 1997
Plexus Software September 1986 - May 1996
Logitech April 1982 - September 1986
Skills
SaaS, Enterprise Software, Software Development, Software Engineering, Entrepreneur, Start-ups, Team Building, Cloud Computing, Databases, Outsourcing, Product Development, Mobile Applications, MySQL, Open Source, Mobile, Agile, Distributed Systems, Business Management, Java, Web 2.0, Agile Methodologies, Entrepreneurship, Analytics, Perl, Linux, Product Management, SOA, Management, Business Intelligence, Java Enterprise Edition, Agile Project Management, Web Applications, PHP, Tomcat, Subversion, Go-to-market Strategy, CRM, Mobile Devices, Strategic Partnerships, E-commerce, Web Services, Scrum, Unix, Big Data, Scalability, REST, Software Project...
Education
Stanford University - AEA 1990 — 1991
Executive MBA
Università di Pisa 1974 — 1979
Master in Computer Science, Database, Systems
Liceo Scientifico "G. Ferraris", Varese, Italy 1969 — 1974
High School
Adaptive Insights July 2014 - Present
Santa Clara University July 2013 - June 2014
Scarlett Willow November 2012 - December 2012
Kobayashi, Kanetoku, Doi, Lum & Yasuda CPAs LLC June 2012 - September 2012
Campus Entertainment, LLC October 2011 - January 2012
Macy's June 2011 - September 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Facebook, Social Media, iMovie, Access, Photoshop, Tumblr, Marketing, Sales, Customer Service, Research, Financial Analysis, Teamwork, Time Management, Data Analysis, Finance
Education
Santa Clara University - Leavey School of Business 2010 — 2014
Bachelor of Science in Commerce, Finance, General
Iolani School 1996 — 2010
Adaptive Insights August 2014 - Present
Adaptive Insights October 2013 - August 2014
Adaptive Insights May 2013 - October 2013
Adaptive Insights March 2012 - May 2013
Adaptive Insights August 2010 - March 2012
Skills
Financial Modeling, Salesforce.com, Forecasting, Analysis, Strategic Financial..., SaaS, Project Management, Enterprise Software, Financial Analysis, Financial Reporting, Start-ups, Product Management, Analytics, Venture Capital, Business Strategy, Mergers & Acquisitions, Strategic Partnerships, Cloud Computing, Problem Solving, Lead Generation, Entrepreneurship, Go-to-market Strategy, Training, Budgets, Product Marketing, Management, Demand Generation, Technical Writing, Leadership, Professional Services, Sales, Marketing Strategy, Strategy, Cross-functional Team..., Adaptive Planning, Adaptive Consolidation, Adaptive Discovery, Sales Process, CRM, Business Development, Market Analysis, Ninja Skills, Disney, Disney Vacations, Competitive Analysis, Marketing, Planning
Education
Santa Clara University
Bachelor of Science (B.S.) Finance, Minor in Spanish
Adaptive Insights April 2012 - Present
SugarCRM February 2011 - April 2012
SugarCRM March 2010 - February 2011
Select Windows Inc May 2000 - March 2010
Dr. Jow Orthodontist May 2000 - November 2001
Skills
Microsoft Office, Customer Service, CRM, Account Management, HRIS, Sales Management, Human Resources, Interviews, Employee Benefits, Leadership, Social Networking, Training, New Hire Orientations
Education
San Jose State University
Bachelor in Science, Business Administration, Management
West Valley College
A.A in Liberal Arts and Accounting Clerk
Adaptive Insights December 2014 - Present
Adaptive Insights March 2014 - December 2014
Adaptive Insights April 2012 - March 2014
DocuSign, Inc. February 2011 - March 2012
Wind River (subsidiary of Intel Corp.) November 2008 - February 2011
Gap Inc. April 2007 - April 2008
Gap Inc. March 2005 - April 2007
Wells Fargo Advisors (formerly Wachovia Securities) April 2001 - March 2005
Merrill Lynch March 1999 - April 2001
Skills
Salesforce.com, SaaS, Forecasting, Cross-functional Team..., Product Management, Enterprise Software, Analytics, Competitive Analysis, Financial Modeling, Financial Analysis, Sales, Process Improvement, Strategic Planning, Business Strategy, Budgets, Start-ups, Project Management, Account Management, Team Building, Business Development, Product Marketing, Business Process..., Management, Leadership, Marketing, Strategic Partnerships, Sales Operations, E-commerce, Business Process, Analysis, Project Planning, Adaptive Planning, Adaptive Consolidation, Adaptive Discovery, Business Intelligence, CRM, Product Development, Professional Services, Business Analysis, Plannning
Education
University of San Francisco - Masagung Graduate School of Management 2002 — 2004
MBA, Business Management
University of Colorado Boulder 1995 — 1999
B.A., English, Business Administration
Adaptive Insights January 2015 - Present
University of Southern California January 2013 - December 2014
Los Angeles Clippers October 2013 - May 2014
Big 5 Sporting Goods September 2012 - August 2013
Solar Guide January 2012 - August 2013
Cold Stone Creamery May 2011 - November 2011
Skills
Customer Service, Word, Microsoft Office, PowerPoint, Excel, Accounting, Accounts Payable, Social Networking, Leadership, Retail, Sales, Management, Team Building, Recruiting, Time Management, Event Planning, Teamwork, Social Media, Social Media Marketing, Event Management, Public Relations, Marketing Strategy, Nonprofits, Customer Experience, Facebook, Inventory Management, Public Speaking, Team Leadership, Research, Fundraising, Leadership Development, Coaching, Entrepreneurship, Financial Analysis, Google Docs, Marketing, Data Analysis, Business Strategy, Advertising, Data Entry, Market Research, Strategic Planning, Blogging, Finance, Microsoft Excel, Microsoft Word
Education
University of Southern California 2013 — 2014
Bachelor's Degree, Business Administration, Alumni
West Valley College 2010 — 2012
Business Administration
Piedmont Hills High School 2006 — 2010
Graduate
Adaptive Insights December 2014 - Present
Red Book Connect November 2012 - December 2014
DTI LLC January 2010 - December 2012
Comcast Cable January 2009 - March 2010
Skills
Litigation, Sales, Legal Assistance, Training, Litigation Support, Sales Operations, Legal Research, Customer Satisfaction, Cold Calling, Account Management, Lead Generation, Direct Sales, SaaS, Salesforce.com, NetSuite, Customer Service, Enterprise Software, Leadership
Education
Texas State University-San Marcos 2004 — 2007
Bachelor of Arts (BA), History
Adaptive Insights May 2014 - Present
Red Line Labs March 2013 - March 2014
Santa Clara University Athletic Department January 2012 - March 2014
San Jose Earthquakes Soccer June 2012 - September 2012
Skills
Microsoft Excel, Microsoft Office, Pattern Recognition, Data Analysis, Spreadsheets, Microsoft Word, PowerPoint, Access, Accounts Payable, Strategic Planning, Time Management, Advertising, Accounting
Education
Santa Clara University - Leavey School of Business 2009 — 2013
Finance, Economics
Adaptive Insights July 2015 - Present
Adaptive Insights October 2014 - July 2015
Adaptive Insights March 2013 - July 2015
University of San Diego International Center September 2011 - May 2012
Yelp.com June 2011 - October 2011
Morgan Stanley Smith Barney May 2009 - September 2009
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Event Planning, Public Speaking, Spanish, Social Media, Time Management, Outlook, Data Entry, Photoshop, Illustrator, InDesign, Facebook, Social Networking, Social Media Marketing, Marketing, Event Management, Management, Coaching, Business Development, Salesforce.com
Education
University of San Diego 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
ESCI School of International Business Barcelona Spain 2010 — 2010
Study Aborad, International Business, Junior Year (15th Grade)
Universitat Pompeu Fabra 2010 — 2010
Study Abroad, Spanish Language and Literature, Junior Year (15th Grade)
Fundacion Jose Ortega y Gasset 2009 — 2009
Study Abroad, Spanish & Information Technology Management, Summer 2009
Associated Students of Stanford University April 2015 - Present
Facebook June 2015 - August 2015
Adaptive Insights July 2014 - September 2014
Bunndle June 2012 - August 2013
Skills
Public Speaking, Leadership, Java, Objective-C, Microsoft Excel, Programming, C++, C, Software Engineering
Education
Stanford University 2014 — 2018
Bachelor’s Degree, Computer Science
Henry M. Gunn High School 2010 — 2014
DocuSign July 2015 - Present
Adaptive Insights November 2014 - June 2015
Adaptive Insights (Formerly Adaptive Planning) May 2013 - November 2014
Facebook December 2012 - April 2013
Flashbay Inc 2012 - 2012
Provident Funding Associates L.P. 2011 - 2012
Bradley and Company, LLC October 2010 - May 2011
Clarity Consultants August 2008 - August 2010
Vector Marketing June 2008 - June 2009
Skills
CRM, Sales, Social Media, Online Marketing, Leadership, Marketing, Sales Process, Microsoft Excel, Customer Service, Time Management, Salesforce.com, Public Speaking, Event Management, B2B, Sales Development, B2B Sales, Advertising, Event Planning, Real Estate, CA Real Estate License, Netsuite CRM, Facebook, Lead Generation, Sales Management
Education
University of San Francisco 2007 — 2011
B.S., Business Administration; Minor in Legal Studies
Los Gatos High School 2003 — 2007
Adaptive Insights May 2013 - Present
Browsium, Inc. March 2011 - March 2013
Noetix January 2002 - January 2011
Technology Imaging 2000 - 2002
Loudeye 1998 - 2000
WRQ 1997 - 1998
Chihuly, Inc. 1995 - 1997
Skills
Solution Selling, Business Intelligence, Sales, Sales Management, Team Building, Management, Negotiation, Strategic Selling, New Business Development, PeopleSoft, Siebel, Marketing, SaaS, Salesforce.com, Enterprise Software, CRM, Competitive Analysis, Cloud Computing, Account Management, Lead Generation, Adaptive Planning, Forecasting, Leadership, Business Development, Analytics, E-commerce
Education
Seattle University 1998 — 1999
MBA
University of Washington, Michael G. Foster School of Business 1985 — 1989
BA
High School
Adaptive Insights May 2014 - Present
Char Poles October 2012 - Present
Kathan Gardens April 2002 - May 2014
Okemo Mountain Resort November 2012 - April 2013
Canyons Resort October 2011 - April 2012
Vail Resorts May 2011 - September 2011
Vail Resorts October 2010 - April 2011
Vail Resorts December 2008 - September 2010
Skills
Sales, Leadership, Management, Entrepreneurship, Business Development, Salesforce.com, Outdoor Recreation, Customer Service, Ski Industry, Supervisory Experience, Ski, Analysis, Strategy, Project Planning, Landscaping, Event Management, Microsoft Excel, Social Media, Marketing, Social Media Marketing, Sales Management, Account Management
Education
University of New Hampshire 2004 — 2009
Recreation Management and Policy, Program Administration, Emphasis in Ski Industry, Minor In Business Administration
Adaptive Insights July 2014 - Present
dotloop March 2014 - Present
Smartling November 2013 - Present
Axonista February 2014 - Present
ShoreTel (Nasdaq: SHOR) June 2011 - March 2014
Chief Revenue Officer June 2011 - March 2012
Conductor, Inc. May 2009 - June 2011
Eloqua (Nasdaq: ELOQ) October 2005 - April 2009
NaviSite, Inc (Nasdaq: NAVI) September 2002 - September 2005
Nebula Technologies October 1997 - September 2002
Skills
Mergers, Company Acquisitions, SaaS, Cloud Computing, Executive Management, Business Planning, Business Alliances, Leadership, Venture Financing, CRM, Start-ups, Go-to-market Strategy, Sales Process, Strategy, Sales Operations, Lead Generation, Management, Solution Selling, Selling, Marketing, E-commerce, Business Strategy, Enterprise Software, Mergers & Acquisitions, Strategic Partnerships, Eloqua, SEO, Online Marketing, Salesforce.com, Integration, Marketing Automation, Sales, Marketing Strategy, Sales Enablement, Sales Management, Account Management, Consulting, Pre-sales, Team Management, Channel
Education
Trinity College, Dublin 1989 — 1993
B.Sc, Math, Computer Science
Adaptive Insights November 2013 - Present
Adaptive Insights April 2013 - November 2013
Alight Planning December 2006 - February 2013
LTS Consulting Solutions September 2002 - December 2006
Hyperion Solutions September 1995 - September 2002
Private and Public Accounting Positions September 1988 - September 1995
Skills
Financial Modeling, Essbase, Business Intelligence, Competitive Analysis, Hyperion Planning, Product Management, Budgets, Strategic Financial..., Analysis, Management, Forecasting, EPM, Hyperion Enterprise, Analytics, Pre-sales, Cross-functional Team..., SaaS, Project Planning, Financial Reporting, Business Analysis, Management Consulting, Adaptive Planning, Adaptive Discovery, Dashboard, Adaptive Consolidation, Consolidation, Higher Education, Financial Accounting, Cost Accounting, Fund Accounting, Nonprofits, OLAP, Plannning, Hyperion Planning &..., Budget, Non-profits, Customer Success...
Education
Simmons College
Bachelor's Degree, Accounting
Certain, Inc. December 2014 - Present
DemandScout June 2014 - November 2014
Adaptive Insights January 2014 - June 2014
Monster Worldwide 2005 - 2013
Maxim Integrated 2003 - 2005
Home 1997 - 2002
Arthur Andersen LLP 1995 - 1996
University of Georgia 1992 - 1994
Skills
Account Management, SaaS, Strategic Partnerships, Customer Success, Customer Retention, Customer Service, Customer Satisfaction, Training, Building Customer..., CRM, Business Development, Sales Presentations, Partner Management, Online Advertising, Digital Media, Partnerships, Partner Programs, Recruitment Advertising, Channel Partners, Business Analytics, Customer Oriented, Salesforce.com, Cloud Computing, Analytics, Partner Development, Channel Partner..., Managing Agency..., Channel Partner..., Internet Recruiting, Agency Relationship..., Internet, Web 2.0, Software, Channel
Education
University of California, Santa Cruz 1987 — 1991
BA, History
Adaptive Insights 2014 - Present
Huron Consulting Group 2012 - 2014
Corporate Finance Group, Inc 2008 - 2012
PricewaterhouseCoopers 2005 - 2008
Skills
SOX, Financial Analysis, Financial Planning, Revenue Recognition, Financial Modeling, Internal Controls, Accounting, Purchase Accounting, Building Relationships, Networking, Team Leadership, Hyperion Financial..., Hyperion HFM, Finance, Strategic Financial...
Education
The University of Connecticut 2001 — 2005
BS, Business Administration, Accounting
Multiple Clients June 2010 - Present
Adaptive Insights November 2014 - August 2015
Xactly Corporation 2009 - 2010
Pharsight Corporation 2005 - 2008
PaymentOne August 2005 - February 2006
Portal Software July 2004 - July 2005
Sun Microsystems September 2001 - July 2004
Cisco Systems December 1996 - June 2001
Skills
Corporate Finance, Financial Modeling, Accounting, Consolidation, Finance, SaaS, Solution Implementation, Software Implementation, Business Process..., Managerial Finance, Software Project..., Project Management, Project Planning, Forecasting, Variance Analysis, Cross-functional Team..., Business Planning, Analytics, Management
Education
San Jose State University 1994 — 1996
Master's, Economics
San Jose State University 1988 — 1991
B.S., Business
Adaptive Insights August 2014 - Present
Oracle July 2006 - July 2014
UBS Investment Bank 2004 - 2006
PricewaterhouseCoopers 2003 - 2003
Skills
Acquisitions, Integration, Business Development, Enterprise Software, Divestitures, Strategic Partnerships, Strategic Planning, Software, Valuation, Corporate Development, SaaS, Mergers & Acquisitions, Strategy, Due Diligence
Education
UC Berkeley 2000 — 2002
temple city
Adaptive Insights September 2012 - Present
GlobalFluency January 1997 - October 2012
Tandem Computers September 1994 - December 1996
Mozart Systems November 1992 - August 1994
Morgan Stanley September 1989 - March 1992
Skills
Integrated Marketing, Analyst Relations, Media Relations, Thought Leadership, Public Relations, SaaS, Product Marketing, Cloud Computing, Enterprise Software, Analytics, Start-ups, Product Management, Digital Marketing, Strategic Partnerships, Leadership, E-commerce, Marketing Communications, Marketing, Business Strategy, Social Media Marketing, Lead Generation, Go-to-market Strategy, Corporate Communications, Direct Marketing, Demand Generation, Strategy, B2B, Business Intelligence, B2B Marketing, Management, Salesforce.com, CRM, Email Marketing
Education
Landon School
High School
Stanford University
Bachelor's Degrees in Engineering and Psychology
University of California, Berkeley, Haas School of Business
MBA, Marketing, Business
Adaptive Insights July 2015 - Present
Adaptive Insights July 2014 - July 2015
Adaptive Planning June 2008 - July 2014
Skills
SaaS, Corporate Budgeting, Business Analysis, Enterprise Software, Cloud Computing, Business Intelligence, Product Management, Analytics, Salesforce.com, Start-ups, Cross-functional Team..., CRM, Professional Services, Go-to-market Strategy, Business Process..., Strategy
Education
University of Central Florida 2002 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
Symantec July 2015 - Present
Adaptive Insights February 2014 - July 2015
Netgear May 2011 - February 2014
Education
University of Michigan 2002 — 2006
Bachelor of Science, Industrial and Operations Engineering
University of Maryland University College 2007 — 2009
Master of Business Administration (MBA)
Adaptive Insights April 2015 - Present
Oracle June 2013 - April 2015
Oracle June 2012 - June 2013
Oracle August 2010 - June 2012
One Communications February 2010 - August 2010
Sales and Marketing Search May 2003 - August 2009
Quality Search Inc April 2001 - April 2003
Yellow Book January 2000 - September 2000
Skills
Sales Management, Forecasting, Cloud Applications, Enterprise Software, SaaS, Recruiting, Mentoring New Hires, Consultative Selling, Negotiation, Software Sales, Customer Experience, CRM, Account Management, New Business Development, Solution Selling, Sales, Sales Process, Contract Negotiation, Start-ups, Software Industry, Salesforce.com, Management, Cloud Computing
Education
University of Massachusetts Boston
Bachelor's Degree, Psychology
The First Tee of Denver July 2015 - Present
Adaptive Insights August 2014 - Present
Avanade (Joint Venture of Accenture and Microsoft) February 2013 - August 2014
Microsoft July 2011 - December 2012
Microsoft May 2008 - August 2011
Lucernex January 2005 - November 2009
Microsoft October 2006 - May 2008
Liberty Greenfield (now CRESA) January 2005 - October 2006
Princeton Softech January 2003 - January 2005
Siebel Systems September 2000 - October 2002
Skills
Business Intelligence, CRM, Cloud Computing, Business Development, Healthcare, Solution Selling, Enterprise Software, Strategy, Sales, Analytics, Management, SaaS, Partner Management, Strategic Partnerships, Microsoft CRM, Leadership, Professional Services, Microsoft SQL Server, Solution Architecture, SharePoint, Microsoft Technologies, Business Strategy, Analysis, Pre-sales, Account Management, Budgets, Business Analysis, Business Alliances, Sales Operations, Enterprise Architecture, Channel Partners, IT Strategy, Partner Development, Integration, Sales Enablement, Government, Healthcare Management, Pre-Sales Consulting, Demand Generation, Product Management, Channel, New Business Development, Business Intelligence..., TE-M802xxBCC Dynamics..., Budgeting, SQL Server Business..., Hospitality, Travel, Salesforce.com, Datazen Mobile BI
Education
University of Arizona, Eller College of Management 1990 — 1992
MBA, Finance, MIS
University of Wisconsin-Milwaukee - Lubar School of Business 1985 — 1990
BBA, Finance; Real Estate & Urban Development
Adaptive Insights July 2014 - Present
Infor January 2006 - June 2014
Aspen Technology January 2011 - September 2011
SAS Institute April 2002 - January 2006
NetVendor January 1999 - February 2002
Marcam Solutions 1997 - 1999
Millipore Corporation 1989 - 1997
Inland Steel January 1987 - December 1989
BP Amoco 1982 - 1986
Skills
Enterprise Software, Solution Selling, SaaS, Business Intelligence, Pre-sales, Business Analytics, Sales Process, Corporate Budgeting, Financial consolication, Business Analysis, Financial Analysis, Go-to-market Strategy, Sales Enablement, Competitive Analysis, Strategy, Analytics, Business Process, ERP, Professional Services, E-commerce, Management, CRM, New Business Development, B2B, Data Warehousing, Selling, Project Management, Software Industry, Business Alliances, Cloud Computing, Salesforce.com, Key Account Management
Education
The University of Chicago Booth School of Business 1984 — 1986
MBA, Marketing and Finance
University of Illinois at Urbana-Champaign 1979 — 1982
BS, Chemical Engineering
Adaptive Insights March 2015 - Present
Adaptive Insights July 2013 - March 2015
Symantec March 2012 - July 2013
Motorola Mobility January 2007 - March 2012
Good Technology 2004 - January 2007
Picarro, Inc. 2001 - 2003
Aristasoft 1999 - 2001
Silicon Graphics, Inc. 1992 - 1999
Measurex, Inc 1988 - 1991
Skills
Finance, Management, Revenue Recognition, Mergers, Cross-functional Team..., Forecasting, Start-ups, SaaS, Financial Analysis, Sarbanes-Oxley Act, Business Strategy, Financial Modeling, Business Development, Mergers & Acquisitions, Business Planning, Leadership, Strategic Partnerships, Program Management, Operations Management, Strategic Planning, Strategy, Executive Management, Analytics, Business Process, Analysis, Entrepreneurship, ERP, Strategic Financial..., Business Intelligence, Accounting
Education
Santa Clara University 1994 — 1997
MBA, Finance
University of California, Santa Barbara 1984 — 1988
BA, Economics
Adaptive Insights December 2014 - Present
Perficient March 2011 - December 2014
Perficient May 2006 - March 2011
Option One Mortgage Corporation April 2005 - May 2006
Countrywide Financial Corporation October 2002 - June 2003
IBM Business Consulting Services (formerly PwC MCS) August 1999 - October 2002
PricewaterhouseCoopers August 1999 - October 2002
Skills
Program Management, Data Warehousing, Business Intelligence, Business Strategy, Databases, Business Analysis, Integration, Strategy, CRM, ETL, Cross-functional Team..., Data Modeling, SDLC, Consulting, OBIEE, Informatica
Education
University of California, Berkeley - Walter A. Haas School of Business 2011 — 2014
MBA
University of Southern California - Marshall School of Business 1995 — 1999
Business Administration
Bellarmine College Preparatory 1991 — 1995
Adaptive Insights September 2013 - Present
LucidWorks September 2012 - September 2013
FCS / SurfBI November 2011 - September 2012
Oracle Corporation January 2009 - November 2011
Oracle September 2005 - January 2009
Oracle Corporation December 1999 - September 2005
University of Central Florida March 1998 - August 1999
Verifone August 1995 - June 1997
Education
University of California, Berkeley - Walter A. Haas School of Business
MBA
University of Central Florida
M.S.
University of Mysore
B.E.
Adaptive Insights February 2015 - Present
Brocade March 2012 - February 2015
Suntech January 2011 - March 2012
Belden Inc. June 2010 - January 2011
Springsoft Corp. July 2005 - June 2010
Nuance Communications January 2003 - July 2005
Elance November 2000 - January 2003
KPMG August 1998 - October 2000
Oracle February 1996 - August 1998
Skills
Salesforce.com, Oracle, SAP, Marketo, Business Intelligence, Enterprise Software, SDLC, Software Development, Project Management, Strategy, Microsoft SQL Server, Management, MySQL, Product Management, .NET, Agile Methodologies, Business Analysis, Enterprise Architecture, Java Enterprise Edition, Talent Management, Linux, Unix, Network Administration, Windows Server, Security, Virtualization, Talent Acquisition, Vendor Management, Contract Negotiation, Stakeholder Management, Communication Skills, Business Process...
Education
University of California, Berkeley
Electricial Engineering & Computer Science
Adaptive Insights 2012 - Present
Private Investor group 2010 - 2012
McKinsey & Company 2005 - 2010
Skills
Investments, Business Strategy, Entrepreneurship, Venture Capital, Private Equity, Portfolio Management, Start-ups
Education
Stanford University 2015 — 2016
Advanced Project Management, certification in progress
University of California, Berkeley
B.A.
Adaptive Insights June 2015 - Present
NetApp November 2008 - May 2015
Trianz August 2006 - October 2008
Morningstar March 2002 - June 2005
Morningstar July 2000 - February 2002
Skills
Business Intelligence, Program Management, Business Process Design, Software Development, Business Analysis, Cross-functional Team..., Process Improvement, Requirements Gathering, Business Process, Data Warehousing, Project Management, Business Process..., Management Consulting, Agile Methodologies, Change Management, SaaS, Enterprise Software, Strategy, Sales Operations
Education
University of Southern California - Marshall School of Business 2005 — 2006
MBA, International Business
University of Notre Dame 1996 — 2000
BSc, Civil Engineering
Adaptive Insights June 2015 - Present
Apple April 2012 - July 2013
Apple Inc. November 2010 - April 2012
Apple Inc June 2007 - November 2010
Apple March 2005 - June 2007
Apple April 2004 - March 2005
Santa Cruz Hilton Hotel August 2002 - December 2003
Responsys September 2001 - July 2002
Blue Pumpkin Software July 1999 - August 2001
Oracle September 1996 - June 1999
Skills
Contract Management, Cross-functional Team..., Account Management, Project Management, Product Management, Strategy, Management, SaaS, Lead Generation, Solution Selling, Leadership, Program Management, Sales, Strategic Partnerships, Sales Operations, Start-ups
Education
University of California, Davis
Bachelor of Arts (B.A.), Cultural Anthropology
Adaptive Insights March 2015 - Present
Adaptive Insights January 2005 - March 2015
Synopsys 1995 - 2004
Skills
Salesforce.com, SaaS, Forecasting, Financial Modeling, Financial Analysis, Budgets, Enterprise Software, Instructor-led Training, Start-ups, Training, Analytics, Development & delivery..., Product Marketing, Management, Program Management, Strategic Financial..., Cloud Computing, Sales Process, Product Management, Entrepreneurship, Strategic Partnerships, Go-to-market Strategy, Executive Management, Business Strategy, Demand Generation, Mergers & Acquisitions, Strategic Planning, Business Intelligence, Lead Generation, Project Management, Cross-functional Team..., Analysis, Leadership, Professional Services, Customer Service
Education
Santa Clara University - Leavey School of Business
MBA, Finance
University of California, Berkeley
Bachelor’s Degree, Social Sciences
Adaptive Insights February 2015 - Present
Affymetrix May 2013 - December 2014
Orchard Supply Hardware February 2013 - May 2013
Opus Capital August 2012 - December 2012
Orchard Supply Hardware October 2008 - May 2012
Wells Fargo March 2007 - September 2008
Levi Strauss & Co. March 2006 - March 2007
HSBC Securities May 2004 - March 2006
Mechanics Bank June 2002 - May 2004
Skills
Budgeting & Forecasting, Financial Analysis, Variance Analysis, Financial Modeling, Business Partner Support, Cross-functional..., Revenue Forecasting, Executive Reporting, Cost Reduction, Essbase, Business Process..., Microsoft Excel, Revenue Analysis, P&L Analysis, Requirements Analysis, Forecasting, P&L Forecasting, Dashboard Metrics, Capital Budgeting, Financial Statement..., TM1, Data Flow, Enterprise Databases, Corporate Finance, Sales Operations, General Administration, R&D Planning, Salesforce.com, Hyperion Planning, System Implementations, Business Process..., Financial Planning, Metrics Reporting, PowerPoint, PDF Creator, MS Excel Pivot Tables, Fund Accounting, Accounting, Portfolio Management
Education
University of California, Berkeley 1997 — 2002
BA, Economics
Adaptive Insights April 2007 - Present
Infor 2002 - 2005
Capgemini 2001 - 2001
Lawson Software 1999 - 2001
ABI-Trutrac 1997 - 1999
Hyperion Solutions 1992 - 1997
Skills
Enterprise Software, Solution Selling, Salesforce.com, Software Industry, Lead Generation, Cloud Computing, Sales Process, Demand Generation, Business Performance..., Professional Services, Business Intelligence, Account Management, Selling, Cold Calling, CRM, Forecasting, Direct Sales, Sales Operations, SaaS, Leadership, Management, Collaborative Problem..., E-commerce, Analytics, Start-ups, Creative Problem Solving, Sales, Product Management, Adaptive Planning, Adaptive Consolidations, Adaptive Discovery
Education
The University of Texas at Dallas 1981 — 1982
Bachelor of Science (BS), Finance and MIS
Adaptive Insights July 2015 - Present
Adaptive Insights January 2015 - June 2015
Saama Technologies November 2012 - January 2015
Strike Marketing May 2009 - October 2012
The Bergman Companies April 2007 - May 2009
Boulevard Financial June 1997 - January 2006
Mayfield 2000 - 2003
Ultravibe.com 1996 - 2001
Skills
Construction, Real Estate, Entitlements, Zoning, Real Estate Development, Feasibility Studies, Project Management, Contract Negotiation, Investment Properties, Residential Homes, Property Management, Contract Management, PMP, Project Coordination, Project Planning, Process Scheduler, MS Project, Business Intelligence, Management, Construction Management, Program Management, CRM, Budgets, Vendor Management, Team Building, Leadership, Business Analysis, Business Development, Team Leadership, Cross-functional Team..., Negotiation, Operations Management, Strategy, Strategic Planning
Education
PMI
PMP Certified, Project Management Profesional
Treehouse
Web Development & Web Design, Deans List
University of Phoenix
Business Management
DRE Licensed California Real Estate Agent
Adaptive Insights July 2014 - Present
Adaptive Insights July 2012 - June 2014
Sagent Management August 2011 - July 2012
Chase Bank August 2010 - July 2011
Achievement Resource Group January 2010 - July 2010
Enterprise Rent-A-Car May 2009 - November 2009
Automotive Lease Guide November 2008 - January 2009
Skills
Financial Analysis, Accounting, Sales, Management, Data Analysis, Finance, Microsoft Office, Marketing, Banking, Customer Service, Strategic Planning, Business Process..., Analysis, PowerPoint, Management Consulting, Microsoft Excel, Marketing Strategy
Education
University of California, Santa Barbara 2003 — 2007
BA, Economics-Mathematics
Adaptive Insights April 2013 - January 2015
Host Analytics, Inc. September 2010 - March 2013
Proofpoint 2004 - 2009
Arrow Electronics 2000 - 2004
O'Neill 1995 - 2000
Skills
Analytics, SaaS, Security, Business Performance..., Marketing, Adaptive Planning ;..., Sales, Leadership, Sales Operations, Business Development, Product Management, Salesforce.com, Solution Selling, Cloud Computing, Enterprise Software, Management, Strategic Partnerships, Lead Generation, CRM, Account Management, Sales Process
Education
University of San Diego
Adaptive Insights March 2015 - Present
HomeAway.com September 2013 - March 2015
G Adventures July 2011 - September 2013
Pervasive Software November 2010 - July 2011
Pervasive Software January 2007 - November 2010
Skills
Salesforce.com, Data Integration, Microsoft SQL Server, Cloud Computing, XML, Java, SQL, Agile Methodologies, Web Services, Linux, Software Development, SaaS, Integration, ETL, HTML, MySQL, REST, Web Applications, Unix, Databases
Education
Texas State University-San Marcos 2003 — 2006
Bachelor of Business Administration, Computer Information Systems
Adaptive Insights February 2015 - Present
Adaptive Insights March 2007 - Present
Blackbaud July 2005 - March 2007
Bloomberg March 1997 - June 2005
Skills
Forecasting, Salesforce.com, SaaS, Selling, Budgets, Enterprise Software, Account Management, Financial Analysis, Solution Selling, Selling Skills, Leadership, Management, New Business Development, Negotiation, Product Management, Sales, Sales Management, Start-ups, Strategic Partnerships, Lead Generation, Sales Process, Strategic Planning, Strategy, Team Building, Sales Operations, Contract Negotiation, Accounting, Product Development, Business Strategy, Business Analysis
Education
University of South Carolina-Columbia 1991 — 1996
B.A., Marketing
University of South Carolina-Columbia
Adaptive Insights December 2014 - Present
Adaptive Insights March 2014 - Present
Adaptive Insights (formerly Adaptive Planning) March 2012 - March 2014
Adaptive Planning June 2010 - March 2012
BAYAC AmeriCorps August 2009 - June 2010
Blach Construction Company November 2006 - June 2009
Coupons, Inc. August 2008 - October 2008
Skills
SaaS, Training, Financial Modeling, Salesforce.com, Financial Analysis, Management, Lead Generation, Adaptive Planning, Adaptive Discovery
Education
Santa Clara University 2005 — 2009
BS, Finance, MIS
Adaptive Insights July 2014 - Present
Choochee (acquired by T-Mobile) September 2013 - June 2014
Divine Cloud September 2011 - September 2013
Tumri (acquired by Collective Media) 2008 - October 2011
Cox Enterprises January 2006 - December 2007
Skire, Inc. 2005 - 2006
Selectica 2002 - 2005
Software Technology Group International Limited 2001 - 2002
Aptech Training Solutions 1999 - 2001
Global Soft Private Limited January 1999 - December 1999
Skills
Scalability, Agile Methodologies, JDBC, Software Project..., Analytics, Software Development, Professional Services, Perl, Java, Java Enterprise Edition, Hibernate, Struts, Requirements Analysis, Web Services, SDLC, Integration, JavaScript
Education
University of Pune 1995 — 1998
Bachelors, Computer Science
Adaptive Insights October 2013 - Present
JetCamer LLC March 2008 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Photoshop, HTML
Education
Ecole nationale supérieure des Télécommunications / Telecom Paris 2010 — 2011
MS Professional, Computer Software Engineering
Stanford University
Internet Technology Program, Computer Software Engineering
Adaptive Insights August 2015 - Present
Adaptive Insights July 2012 - Present
Global Realty International, Inc October 2010 - Present
Global Realty International, Inc August 2006 - June 2009
Skills
Detailed Analysis, Goal Oriented, Team Management, Team Leadership, Teamwork, PowerPoint, Excel, Word, Access, Quickbooks, Quicken, Time Management, First Time Home Buyers, Accounting, Adobe, Administration, Business Planning, Business Management, Customer Service, Contract Negotiation, Data Analysis, Employee Relations, Fundraising, Microsoft Office, Project Management, Microsoft Word, Microsoft Excel, Financial Analysis, Management, Leadership, Finance, Analysis, QuickBooks, Real Estate
Education
University of Central Florida
Master of Business Administration (M.B.A.), Accounting
University of Central Florida
Bachelor's Degree, Accounting
Winter Park High School
High School Diploma
Adaptive Insights September 2014 - August 2015
Pervasive Software February 2011 - December 2013
Skills
SaaS, Software Development, Agile Methodologies, Virtualization, Cloud Computing, Integration, Professional Services, Java, Linux, Enterprise Software, Enterprise Architecture, XML, Salesforce.com, Solution Selling, Solution Architecture, SQL
Education
Texas A&M University-Corpus Christi 2006 — 2010
Bachelor's degree, Computer Science
Adaptive Insights April 2014 - Present
BPM Northwest November 2011 - April 2014
IBM January 2009 - October 2011
LEVI STRAUSS & CO April 2006 - December 2008
THE AMBRE GROUP, INC May 1999 - April 2006
HYPERION SOLUTIONS CORPORATION January 1997 - January 1999
Hyperion Solutions January 1996 - January 1997
SUPERCUTS, INC January 1995 - January 1996
DELTANET, INC January 1992 - January 1995
Skills
Cognos, Business Intelligence, Data Warehousing, Data Modeling, OLAP, ETL, Data Integration, Business Analysis, Business Analytics, EPM, Business Intelligence..., ERP, Forecasting, Solution Architecture, SSIS, Dashboard, SDLC, Integration, Crystal Reports, Data Warehouse..., Teradata, Hyperion Enterprise, Analytics, SharePoint, Hyperion Planning, Business Process, Enterprise Software, TM1, Master Data Management, Project Management, Essbase, Pre-sales, Dimensional Modeling, SSRS, Oracle E-Business Suite, Requirements Analysis, Software Project..., PL/SQL, Microsoft SQL Server, Data Quality, Enterprise Architecture, OBIEE
Education
The University of IowaIo 1983 — 1987
Bachelors of Business Administration, Finance
University of Iowa 1983 — 1987
Bachelor of Business Administration (BBA), Finance
Adaptive Insights January 2015 - Present
The Boon Group, Inc. August 2014 - December 2014
Saatva June 2014 - August 2014
UT Document Solutions October 2013 - May 2014
Skills
Microsoft Office, Microsoft Excel, Customer Service, Due Diligence, Marketing, SaaS, Finance, Financial Planning, Software Implementation, Project Implementation, Client Services, Financial Modeling
Education
The University of Texas at Austin 2011 — 2014
Adaptive Insights July 2015 - August 2015
Nature in the City February 2015 - June 2015
UC Berkeley January 2014 - May 2014
Skills
Python, Java, C, Ruby on Rails, JavaScript, jQuery, HTML/CSS, SQL, Git, Agile Methodologies, Matlab, C++ (Beginner), Scala (Beginner), Bash, D3.js, NumPy, JUnit, Mockito, Selenium WebDriver, Cucumber, RSpec, Eclipse, Perforce, Ant, Tomcat, TCP/IP, Apache Spark, Hadoop, Amazon EC2, Wireshark, Oracle RDBMS, VirtualBox, VMware, Linux, Algorithms, Programming, Computer Science, Software Development
Education
University of California, Berkeley 2012 — 2015
Bachelor of Arts (B.A.), Computer Science, GPA: 3.3