Advent Software
Industry: Software company
DescriptionAdvent Software is a software company that makes software designed to automate portfolio accounting for investment management firms. These range from family offices and investment advisers to large institutional investors and hedge funds. Headquarters: San Francisco, California, United States Founded: 1983 Number of employees: 1,209 CEO: Robert Roley (30 Jun 2016–), Dave Welling (30 Jun 2016–) Subsidiaries: MicroEdge, Inc, Founders: Stephanie DiMarco, Steve Strand Parent organization: SS&C Technologies
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1,110 Advent Software employees in database. Find out everything there's to know about Advent Software 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.
Advent Software Employees
Employee
Years
Job
Industry
Joy Kessler Joy Kessler's Advent Software Experience June 2007 - March 2010
Job Community Involvement Manager at Advent Software, Inc.
Industry Computer Software
Experience
Advent Software, Inc. April 2010 - 2015
Advent Software June 2007 - March 2010
The Job Shop for Boys and Girls Clubs of San Francisco March 2007 - June 2007
AYUSA Global Youth Exchange May 2005 - April 2007
Skills
Strategic Planning, Program Development, Grants, Philanthropy, Corporate Social..., Event Planning, Internal Communications, Community Outreach, Volunteer Management, Leadership, Fundraising, Nonprofits, Project Management, Strategic Communications, Program Management, Strategy, Marketing
Education
Boston College - Carroll School of Management 2013 — 2013
Certificate in Corporate Citizenship Leadership (obtained 4/20/13)
Boston College - Carroll School of Management 2009 — 2010
Professional Certificate
Alliant International University-San Francisco Bay 2002 — 2004
MA
Humboldt State University 1991 — 1995
BA
Advent Software, Inc. April 2010 - 2015
Advent Software June 2007 - March 2010
The Job Shop for Boys and Girls Clubs of San Francisco March 2007 - June 2007
AYUSA Global Youth Exchange May 2005 - April 2007
Skills
Strategic Planning, Program Development, Grants, Philanthropy, Corporate Social..., Event Planning, Internal Communications, Community Outreach, Volunteer Management, Leadership, Fundraising, Nonprofits, Project Management, Strategic Communications, Program Management, Strategy, Marketing
Education
Boston College - Carroll School of Management 2013 — 2013
Certificate in Corporate Citizenship Leadership (obtained 4/20/13)
Boston College - Carroll School of Management 2009 — 2010
Professional Certificate
Alliant International University-San Francisco Bay 2002 — 2004
MA
Humboldt State University 1991 — 1995
BA
Brian Linn Brian Linn's Advent Software Experience February 2011 - July 2013
Job Senior Business Analyst at California Earthquake Authority
Industry Information Technology and Services
Experience
California Earthquake Authority July 2013 - Present
Advent Software February 2011 - July 2013
Litman/Gregory Asset Management, LLC December 2008 - December 2010
Informatix, Inc August 2007 - April 2008
Novartis Pharmaceuticals February 2007 - April 2007
Wetherby Asset Management April 2005 - February 2007
Skills
Software Documentation, Process Improvement, Business Analysis, Training, Databases, Technical Support, Portfolio Management, Microsoft Excel, Access, SharePoint, Microsoft Office, Project Management, Quality Assurance, Account Management, CRM, Finance, Analysis
Education
California State University-East Bay 2011 — 2013
Masters of Business Administration
University of California, Davis 1999 — 2003
Bachelor of Arts, Political Science
California Earthquake Authority July 2013 - Present
Advent Software February 2011 - July 2013
Litman/Gregory Asset Management, LLC December 2008 - December 2010
Informatix, Inc August 2007 - April 2008
Novartis Pharmaceuticals February 2007 - April 2007
Wetherby Asset Management April 2005 - February 2007
Skills
Software Documentation, Process Improvement, Business Analysis, Training, Databases, Technical Support, Portfolio Management, Microsoft Excel, Access, SharePoint, Microsoft Office, Project Management, Quality Assurance, Account Management, CRM, Finance, Analysis
Education
California State University-East Bay 2011 — 2013
Masters of Business Administration
University of California, Davis 1999 — 2003
Bachelor of Arts, Political Science
Lynn Hoyle Lynn Hoyle's Advent Software Experience 1995 - 1998
Job HR Specialist Wallaby Yogurt Company; CoOwner According to Hoyle
Industry Consumer Goods
Experience
Wallaby Yogurt Company September 2013 - Present
Motivation According to Hoyle September 2000 - Present
Insitute of Conscious Studies 1997 - 2003
Advent Software 1995 - 1998
Linnco Futures Group 1992 - 1995
Skills
Coaching, Sourcing, Consulting, Conflict Resolution, Hiring, Human Resources, Talent Management, Recruiting, Employee Relations, Talent Acquisition, Onboarding, Training, Temporary Placement, HR Consulting, Customer Service, Leadership, Team Building, Management
Education
Bowling Green State University 1990 — 1992
Bachelor's degree, Business and Psychology
Wittenberg University 1988 — 1990
Wallaby Yogurt Company September 2013 - Present
Motivation According to Hoyle September 2000 - Present
Insitute of Conscious Studies 1997 - 2003
Advent Software 1995 - 1998
Linnco Futures Group 1992 - 1995
Skills
Coaching, Sourcing, Consulting, Conflict Resolution, Hiring, Human Resources, Talent Management, Recruiting, Employee Relations, Talent Acquisition, Onboarding, Training, Temporary Placement, HR Consulting, Customer Service, Leadership, Team Building, Management
Education
Bowling Green State University 1990 — 1992
Bachelor's degree, Business and Psychology
Wittenberg University 1988 — 1990
Kelsey Randazzo Kelsey Randazzo's Advent Software Experience October 2014 - July 2015
Job Training Administrator, People Services
Industry Information Technology and Services
Experience
Collaborative Solutions, LLC August 2015 - Present
Advent Software October 2014 - July 2015
Workday June 2013 - October 2014
TLP at California State University Chico January 2012 - May 2013
Technology and Learning Program January 2012 - May 2013
Raley's Fine Foods October 2010 - January 2012
Hollister Co. October 2009 - July 2010
California Family Fitness May 2008 - August 2009
Skills
Time Management, Social Media, Event Planning, Social Networking, Tech-savvy, Technology, Customer Service, Instructional Technology, Instructional Design, Communication, Blackboard Learn, Blackboard Vista, Respondus, InDesign, Illustrator, Photography, Media Aesthetics, Instructional Manuals, Microsoft Office, Public Speaking, Microsoft Word, PowerPoint, Microsoft Excel, Leadership, Fundraising, Facebook, Adobe Creative Suite
Education
California State University-Chico 2008 — 2013
Bachelor of Arts (B.A.), Mass Communications, Instructional Design and Technology, Broadcasting at California State University
Collaborative Solutions, LLC August 2015 - Present
Advent Software October 2014 - July 2015
Workday June 2013 - October 2014
TLP at California State University Chico January 2012 - May 2013
Technology and Learning Program January 2012 - May 2013
Raley's Fine Foods October 2010 - January 2012
Hollister Co. October 2009 - July 2010
California Family Fitness May 2008 - August 2009
Skills
Time Management, Social Media, Event Planning, Social Networking, Tech-savvy, Technology, Customer Service, Instructional Technology, Instructional Design, Communication, Blackboard Learn, Blackboard Vista, Respondus, InDesign, Illustrator, Photography, Media Aesthetics, Instructional Manuals, Microsoft Office, Public Speaking, Microsoft Word, PowerPoint, Microsoft Excel, Leadership, Fundraising, Facebook, Adobe Creative Suite
Education
California State University-Chico 2008 — 2013
Bachelor of Arts (B.A.), Mass Communications, Instructional Design and Technology, Broadcasting at California State University
Sumedha Sah Sumedha Sah's Advent Software Experience October 2012 - April 2013
Job Senior Project Lead
Industry Computer Software
Experience
Textainer November 2013 - Present
Advent Software October 2012 - April 2013
Microsoft May 2012 - October 2012
Wells Fargo January 2012 - April 2012
QuEST October 2010 - April 2011
Abasys Technologies Inc February 2008 - September 2010
Abasys Technologies Inc June 2003 - July 2005
Skills
Requirements Analysis, .NET, C#, Web Services, Agile Methodologies, ASP.NET, WPF, Microsoft SQL Server, SQL, Software Development, VB.NET, SOA, SDLC, Software Project..., Testing
Education
Institute Of Management Education Research and Training 2005 — 2008
Master of Computer Applications (MCA)
Uttar Pradesh Technical University
Master of Computer Applications (MCA)
Textainer November 2013 - Present
Advent Software October 2012 - April 2013
Microsoft May 2012 - October 2012
Wells Fargo January 2012 - April 2012
QuEST October 2010 - April 2011
Abasys Technologies Inc February 2008 - September 2010
Abasys Technologies Inc June 2003 - July 2005
Skills
Requirements Analysis, .NET, C#, Web Services, Agile Methodologies, ASP.NET, WPF, Microsoft SQL Server, SQL, Software Development, VB.NET, SOA, SDLC, Software Project..., Testing
Education
Institute Of Management Education Research and Training 2005 — 2008
Master of Computer Applications (MCA)
Uttar Pradesh Technical University
Master of Computer Applications (MCA)
Lisa Jennings Young's Advent Software Experience October 2013 - Present
Job Content Strategist
Industry Computer Software
Experience
Advent Software October 2013 - Present
Advent Software May 2008 - September 2013
Advent Software September 2000 - April 2008
Advent Software October 1995 - August 2000
Triad Systems 1993 - 1995
Oakland Festival at the Lake March 1987 - August 1989
Skills
Content Strategy, Writing For The Web, Technical Writing, Content Development, Content Inventory, Content Marketing, Social Media Marketing, Editorial Style..., Editorial Workflow, Web Applications, Software Documentation, Information Architecture, Information Design, Instructional Videos, Customer Experience..., Cloud Applications, HTML, Search Optimization, Metadata Management, Corporate Communications, Internal Communications, Structured Documentation, Editing, Process Improvement, Group Presentations, Enterprise Software, Salesforce.com, PowerPoint, FrameMaker, SaaS, SharePoint, Visio, Agile Methodologies, Product Development, JIRA, Dreamweaver, Problem Solving, Requirements Analysis, Troubleshooting, Quality Assurance, Program Management, Team Building, Databases, XML, Confluence, Adobe Technical..., .NET, Account Reconciliation, Integration, Book Design
Education
The University of Memphis 1989 — 1991
Master of Arts (M.A.), Professional Writing
Brigham Young University 1982 — 1986
Bachelor of Arts, English
Advent Software October 2013 - Present
Advent Software May 2008 - September 2013
Advent Software September 2000 - April 2008
Advent Software October 1995 - August 2000
Triad Systems 1993 - 1995
Oakland Festival at the Lake March 1987 - August 1989
Skills
Content Strategy, Writing For The Web, Technical Writing, Content Development, Content Inventory, Content Marketing, Social Media Marketing, Editorial Style..., Editorial Workflow, Web Applications, Software Documentation, Information Architecture, Information Design, Instructional Videos, Customer Experience..., Cloud Applications, HTML, Search Optimization, Metadata Management, Corporate Communications, Internal Communications, Structured Documentation, Editing, Process Improvement, Group Presentations, Enterprise Software, Salesforce.com, PowerPoint, FrameMaker, SaaS, SharePoint, Visio, Agile Methodologies, Product Development, JIRA, Dreamweaver, Problem Solving, Requirements Analysis, Troubleshooting, Quality Assurance, Program Management, Team Building, Databases, XML, Confluence, Adobe Technical..., .NET, Account Reconciliation, Integration, Book Design
Education
The University of Memphis 1989 — 1991
Master of Arts (M.A.), Professional Writing
Brigham Young University 1982 — 1986
Bachelor of Arts, English
Donovan H. Calicker Donovan H. Calicker's Advent Software Experience July 2014 - Present
Job Data Analyst at Advent Software
Industry Investment Management
Experience
Advent Software July 2014 - Present
Skills
Marketing, Public Speaking, Leadership, Customer Service, Fundraising, Microsoft Office, Program Management, Management, Community Outreach, Training, Time Management, Leadership Development, Entrepreneurship, Public Relations, Event Management, PowerPoint, Budgets, Account Management, Insurance, Social Media, Microsoft Word, Microsoft Excel, Nonprofits, Team Building, Teamwork, Sales Operations, Series 6, Series 63, Salesforce.com
Education
Bethel University 2012 — 2014
Master of Business Administration (MBA), Health/Health Care Administration/Management
Berea College 2006 — 2010
BA, Speech Communciation & Business-Marketing
Advent Software July 2014 - Present
Skills
Marketing, Public Speaking, Leadership, Customer Service, Fundraising, Microsoft Office, Program Management, Management, Community Outreach, Training, Time Management, Leadership Development, Entrepreneurship, Public Relations, Event Management, PowerPoint, Budgets, Account Management, Insurance, Social Media, Microsoft Word, Microsoft Excel, Nonprofits, Team Building, Teamwork, Sales Operations, Series 6, Series 63, Salesforce.com
Education
Bethel University 2012 — 2014
Master of Business Administration (MBA), Health/Health Care Administration/Management
Berea College 2006 — 2010
BA, Speech Communciation & Business-Marketing
Renee Muldowney, (MBA, CSM) Renee Muldowney, (MBA, CSM)'s Advent Software Experience February 2015 - Present
Job Program Manager | Senior Project Manager | Platform Implementations | Software and SaaS Products and Services
Industry Information Technology and Services
Experience
Advent Software February 2015 - Present
Intuit April 2010 - December 2012
Intuit March 2010 - December 2012
Wells Fargo June 2005 - April 2010
Wells Fargo Bank, including Wells Fargo/Wachovia Merger January 2005 - March 2010
Wells Fargo Bank, Consumer Credit Group PMO June 2007 - June 2008
Wells Fargo June 2002 - June 2004
Skills
Requirements Analysis, Project Planning, Resource Management, Business Analysis, Vendor Management, Business Process..., Program Management, Risk Management, Project Management, Cross-functional Team..., Process Improvement, Analytics, Leadership, Software Project..., Agile Methodologies, PMO, Management, PMP, Business Process, Strategy, Business Strategy, Competitive Analysis, SDLC, Change Management
Education
University of San Francisco - Masagung Graduate School of Management 2006 — 2008
Master of Business Administration (M.B.A.), Management, Marketing and Entrepreneurship
Brandeis University
Bachelor of Arts (B.A.), American and British Literature and Psychology
Advent Software February 2015 - Present
Intuit April 2010 - December 2012
Intuit March 2010 - December 2012
Wells Fargo June 2005 - April 2010
Wells Fargo Bank, including Wells Fargo/Wachovia Merger January 2005 - March 2010
Wells Fargo Bank, Consumer Credit Group PMO June 2007 - June 2008
Wells Fargo June 2002 - June 2004
Skills
Requirements Analysis, Project Planning, Resource Management, Business Analysis, Vendor Management, Business Process..., Program Management, Risk Management, Project Management, Cross-functional Team..., Process Improvement, Analytics, Leadership, Software Project..., Agile Methodologies, PMO, Management, PMP, Business Process, Strategy, Business Strategy, Competitive Analysis, SDLC, Change Management
Education
University of San Francisco - Masagung Graduate School of Management 2006 — 2008
Master of Business Administration (M.B.A.), Management, Marketing and Entrepreneurship
Brandeis University
Bachelor of Arts (B.A.), American and British Literature and Psychology
Norman Chou Norman Chou's Advent Software Experience May 2012 - Present
Job Full Stack Software Engineer
Industry Computer Software
Experience
Advent Software May 2012 - Present
Advent Software April 2011 - May 2012
Advent Software January 2010 - April 2011
Advent Software February 2008 - January 2010
Skills
SQL, AngularJS, JavaScript, Node.js, MongoDB, Microsoft SQL Server, Business Analysis, Software Documentation, Technical Support, Team Leadership, Client Services, T-SQL, Moxy, Databases, Testing, CSS, Salesforce.com, SaaS, CRM, Enterprise Software, Management, Project Management, Troubleshooting, Process Improvement, Cloud Computing, SharePoint, Customer Service
Education
Fullstack Academy of Code
Web Development
San Francisco State University
Bachelor of Science (B.S.)
Advent Software May 2012 - Present
Advent Software April 2011 - May 2012
Advent Software January 2010 - April 2011
Advent Software February 2008 - January 2010
Skills
SQL, AngularJS, JavaScript, Node.js, MongoDB, Microsoft SQL Server, Business Analysis, Software Documentation, Technical Support, Team Leadership, Client Services, T-SQL, Moxy, Databases, Testing, CSS, Salesforce.com, SaaS, CRM, Enterprise Software, Management, Project Management, Troubleshooting, Process Improvement, Cloud Computing, SharePoint, Customer Service
Education
Fullstack Academy of Code
Web Development
San Francisco State University
Bachelor of Science (B.S.)
Ahmad Drshen Ahmad Drshen's Advent Software Experience May 2013 - Present
Job Sr. Database Administrator at Advent Software
Industry Computer Software
Experience
Advent Software May 2013 - Present
Black Knight Financial Services (Formerly LPS) January 2010 - May 2013
Bank of America July 2009 - December 2009
One Call Care Management (Formerly MSC Group) May 2008 - June 2009
Ikonami July 2005 - February 2008
Skills
SQL, PL/SQL, T-SQL, SQL Profiler, Query Analyzer, XML Software, SQL Tuning, Log Shipping, MDX, Excel Services, Analysis Services, OLTP, SSAS, SSIS, Mirroring, Storage Hardware, Normalization, ERD, Business Intelligence..., Erwin, ER/Studio, Logical Data Modeling, Physical Data Modeling, SQL Server 2005/2000, Microsoft SQL Server, XML, Databases, ASP, Disaster Recovery, Database Design, Database Administration, Data Warehousing, Performance Tuning, Oracle, Linux, OLAP, Data Modeling, ETL, DTS, Stored Procedures, DB2, Replication, MySQL, Relational Databases, Web Applications, Unix, Crystal Reports, Data Migration, ASP.NET, Oracle RAC
Education
SQLSkills Certificate IEPTO2: Performance Tuning and Optimization (level 400) 2014 — 2014
IEPTO2: Performance Tuning and Optimization (level 400)
SQLSkills Certificate IEPTO1: Internals and Performance (level 400) 2013 — 2013
IEPTO1: Internals and Performance (level 400)
MCTS, MCITP DBA 2005 2008 — 2008
Microsoft Certified Technology Specialist & Certified Database Administrator
MCP, MCDBA 2000 2006 — 2007
Microsoft Certified Professional & certified Database Administrator
Bahauddin Zakariya University 2001 — 2003
Master of Science (MSc)
Advent Software May 2013 - Present
Black Knight Financial Services (Formerly LPS) January 2010 - May 2013
Bank of America July 2009 - December 2009
One Call Care Management (Formerly MSC Group) May 2008 - June 2009
Ikonami July 2005 - February 2008
Skills
SQL, PL/SQL, T-SQL, SQL Profiler, Query Analyzer, XML Software, SQL Tuning, Log Shipping, MDX, Excel Services, Analysis Services, OLTP, SSAS, SSIS, Mirroring, Storage Hardware, Normalization, ERD, Business Intelligence..., Erwin, ER/Studio, Logical Data Modeling, Physical Data Modeling, SQL Server 2005/2000, Microsoft SQL Server, XML, Databases, ASP, Disaster Recovery, Database Design, Database Administration, Data Warehousing, Performance Tuning, Oracle, Linux, OLAP, Data Modeling, ETL, DTS, Stored Procedures, DB2, Replication, MySQL, Relational Databases, Web Applications, Unix, Crystal Reports, Data Migration, ASP.NET, Oracle RAC
Education
SQLSkills Certificate IEPTO2: Performance Tuning and Optimization (level 400) 2014 — 2014
IEPTO2: Performance Tuning and Optimization (level 400)
SQLSkills Certificate IEPTO1: Internals and Performance (level 400) 2013 — 2013
IEPTO1: Internals and Performance (level 400)
MCTS, MCITP DBA 2005 2008 — 2008
Microsoft Certified Technology Specialist & Certified Database Administrator
MCP, MCDBA 2000 2006 — 2007
Microsoft Certified Professional & certified Database Administrator
Bahauddin Zakariya University 2001 — 2003
Master of Science (MSc)
Deryl Stonestreet Deryl Stonestreet's Advent Software Experience 2006 - 2008
Job Owner at Rarified Earth Photography
Industry Photography
Experience
Rarified Earth Photography January 2010 - Present
Advent Software 2006 - 2008
PerkinElmer June 2001 - December 2005
Quanterra June 1995 - January 2001
Skills
Photography, Photoshop, SharePoint, Customer Service, Team Leadership, Windows, Microsoft Office, Process Improvement, Software Project..., Portrait Photography, Program Management, Databases, Integration, Digital Photography, Software Documentation
Education
Academy of Art University 2009 — 2011
Photography
University of Alaska Anchorage 1990 — 1993
AAS, Architectural and Engineering Technology
Rarified Earth Photography January 2010 - Present
Advent Software 2006 - 2008
PerkinElmer June 2001 - December 2005
Quanterra June 1995 - January 2001
Skills
Photography, Photoshop, SharePoint, Customer Service, Team Leadership, Windows, Microsoft Office, Process Improvement, Software Project..., Portrait Photography, Program Management, Databases, Integration, Digital Photography, Software Documentation
Education
Academy of Art University 2009 — 2011
Photography
University of Alaska Anchorage 1990 — 1993
AAS, Architectural and Engineering Technology
Milena (Guentcheva) Gacheva Milena (Guentcheva) Gacheva's Advent Software Experience July 2005 - March 2008
Job Manager at EY
Industry Architecture & Planning
Experience
EY November 2013 - Present
Ernst & Young January 2013 - November 2013
HCL Technologies April 2011 - December 2012
Deloitte Consulting October 2008 - April 2011
Advent Software July 2005 - March 2008
SynerTel 2004 - 2005
CSU Hayward 2001 - 2005
Skills
Data Governance, Data Architecture, Data Quality, Business Analysis, Essbase, Analysis, Management, Hyperion Planning, ETL, Requirements Analysis, Enterprise Software, Customer Service, Requirements Gathering, Administration, EPM, Supervisory Skills, Troubleshooting, Process Engineering, Research, Establishment, Documentation, Hyperion, Scripting, Customer Relations, Technical Writing, Corporate Management, Problem Solving
Education
California State University Hayward (Now East-Bay) 2001 — 2006
BS, Financial Management
California State University-Hayward 2001 — 2006
Bachelor of Science, Finance and Economics
EY November 2013 - Present
Ernst & Young January 2013 - November 2013
HCL Technologies April 2011 - December 2012
Deloitte Consulting October 2008 - April 2011
Advent Software July 2005 - March 2008
SynerTel 2004 - 2005
CSU Hayward 2001 - 2005
Skills
Data Governance, Data Architecture, Data Quality, Business Analysis, Essbase, Analysis, Management, Hyperion Planning, ETL, Requirements Analysis, Enterprise Software, Customer Service, Requirements Gathering, Administration, EPM, Supervisory Skills, Troubleshooting, Process Engineering, Research, Establishment, Documentation, Hyperion, Scripting, Customer Relations, Technical Writing, Corporate Management, Problem Solving
Education
California State University Hayward (Now East-Bay) 2001 — 2006
BS, Financial Management
California State University-Hayward 2001 — 2006
Bachelor of Science, Finance and Economics
John Ricklefs's Advent Software Experience January 2010 - Present
Job Engineer at Quantopian
Industry Computer Software
Experience
Quantopian August 2013 - Present
Advent Software January 2010 - Present
Tamale Software October 2007 - January 2010
Liberty Mutual Insurance May 2007 - September 2007
NetApp June 2006 - September 2006
Pioneer Investments 2000 - 2006
Skills
.NET, C#, Software Development, XML, Web Services, Java, REST, SQL, Software Engineering, JavaScript
Education
Boston College 2003 — 2007
Bachelor of Arts (B.A.), Computer Science
Quantopian August 2013 - Present
Advent Software January 2010 - Present
Tamale Software October 2007 - January 2010
Liberty Mutual Insurance May 2007 - September 2007
NetApp June 2006 - September 2006
Pioneer Investments 2000 - 2006
Skills
.NET, C#, Software Development, XML, Web Services, Java, REST, SQL, Software Engineering, JavaScript
Education
Boston College 2003 — 2007
Bachelor of Arts (B.A.), Computer Science
Mike Golaszewski Mike Golaszewski's Advent Software Experience May 2012 - June 2014
Job Managing Partner, element•12 Business & Technology Consulting
Industry Financial Services
Experience
element•12 November 2011 - Present
Advent Software May 2012 - June 2014
Pershing Advisor Solutions, LLC November 2010 - November 2011
Pershing, LLC November 2010 - November 2011
Charles Schwab & Co., Inc. February 2008 - November 2010
Charles Schwab & Co., Inc. January 2006 - January 2008
Washington Mutual Card Services December 2002 - January 2006
Charles Schwab & Co., Inc. December 2001 - 2002
Charles Schwab & Co., Inc. December 2000 - December 2001
Charles Schwab & Co., Inc. January 2000 - December 2000
Skills
Strategy, Product Management, SaaS, IT Strategy, Enterprise Software, Product Marketing, CRM, Product Development, Integration, Leadership, Strategic Planning, Marketing Strategy, Management, Agile Methodologies, Financial Services, Web Development, Vendor Management, Technology Leadership, Marketing Communications, Business Process, Website Development, Software Development, Strategy Development, Investments, Executive Management, Portfolio Management, Change Management, Wealth Management, Asset Management, FINRA, Financial Advisory, Series 7, Series 63, Microsoft SQL Server, Disaster Recovery, Project Management, Program Management, IT Management, Consulting, Business Analysis
Education
Arizona State University 1988 — 1993
B.S.
Arizona State University 1988 — 1993
B.A.
element•12 November 2011 - Present
Advent Software May 2012 - June 2014
Pershing Advisor Solutions, LLC November 2010 - November 2011
Pershing, LLC November 2010 - November 2011
Charles Schwab & Co., Inc. February 2008 - November 2010
Charles Schwab & Co., Inc. January 2006 - January 2008
Washington Mutual Card Services December 2002 - January 2006
Charles Schwab & Co., Inc. December 2001 - 2002
Charles Schwab & Co., Inc. December 2000 - December 2001
Charles Schwab & Co., Inc. January 2000 - December 2000
Skills
Strategy, Product Management, SaaS, IT Strategy, Enterprise Software, Product Marketing, CRM, Product Development, Integration, Leadership, Strategic Planning, Marketing Strategy, Management, Agile Methodologies, Financial Services, Web Development, Vendor Management, Technology Leadership, Marketing Communications, Business Process, Website Development, Software Development, Strategy Development, Investments, Executive Management, Portfolio Management, Change Management, Wealth Management, Asset Management, FINRA, Financial Advisory, Series 7, Series 63, Microsoft SQL Server, Disaster Recovery, Project Management, Program Management, IT Management, Consulting, Business Analysis
Education
Arizona State University 1988 — 1993
B.S.
Arizona State University 1988 — 1993
B.A.
Winter J Gamo Winter J Gamo's Advent Software Experience December 2013 - Present
Job Executive Operations || Global Customer Support
Industry Financial Services
Experience
Advent Software December 2013 - Present
Promo Direct January 2013 - December 2013
Sitel Philippines October 2004 - December 2012
Skills
BPO, Call Centers, Workforce Management, Outsourcing, Service Delivery, Operations Management, Contact Centers, Transition Management, Sla, Customer Experience, Vendor Management, Customer Satisfaction, Team Leadership, Management, Inbound Marketing
Education
University of Perpetual Help System DALTA 2009 — 2013
Bacchelor of Science, Accountancy
Advent Software December 2013 - Present
Promo Direct January 2013 - December 2013
Sitel Philippines October 2004 - December 2012
Skills
BPO, Call Centers, Workforce Management, Outsourcing, Service Delivery, Operations Management, Contact Centers, Transition Management, Sla, Customer Experience, Vendor Management, Customer Satisfaction, Team Leadership, Management, Inbound Marketing
Education
University of Perpetual Help System DALTA 2009 — 2013
Bacchelor of Science, Accountancy
Bill Elbery Bill Elbery's Advent Software Experience 1997 - 2002
Job US Sales at Livingstone Technology
Industry Information Technology and Services
Experience
Liquid Holdings Group June 2013 - January 2015
SunGard January 2011 - June 2013
Sophis, Inc. 2009 - 2010
Sungard 2007 - 2009
Portware 2005 - 2006
LatentZero 2002 - 2005
Advent Software 1997 - 2002
Princeton Financial Systems 1994 - 1996
State Street 1986 - 1993
Skills
Trading Systems, Hedge Funds, Equities, Fixed Income, Derivatives, Financial Services, Asset Management, Portfolio Management, Alternative Investments, Trading, Market Data, Capital Markets, Risk Management, Bloomberg, Securities, Order Management, Fund Accounting, Options, Financial Markets, Back Office, Business Analysis, Electronic Trading, Investment Banking, FX Options, Middle Office, SaaS, Prime Brokerage, Financial Risk, Equity Derivatives, Equity Trading, Credit Derivatives, Sales Presentations, Market Risk, Bonds, Interest Rate..., Swaps
Education
Boston University - School of Management
M.B.A., Finance & Financial Services
University of Massachusetts at Amherst - Isenberg School of Management
B.B.A., Accounting
Boston College High School
Liquid Holdings Group June 2013 - January 2015
SunGard January 2011 - June 2013
Sophis, Inc. 2009 - 2010
Sungard 2007 - 2009
Portware 2005 - 2006
LatentZero 2002 - 2005
Advent Software 1997 - 2002
Princeton Financial Systems 1994 - 1996
State Street 1986 - 1993
Skills
Trading Systems, Hedge Funds, Equities, Fixed Income, Derivatives, Financial Services, Asset Management, Portfolio Management, Alternative Investments, Trading, Market Data, Capital Markets, Risk Management, Bloomberg, Securities, Order Management, Fund Accounting, Options, Financial Markets, Back Office, Business Analysis, Electronic Trading, Investment Banking, FX Options, Middle Office, SaaS, Prime Brokerage, Financial Risk, Equity Derivatives, Equity Trading, Credit Derivatives, Sales Presentations, Market Risk, Bonds, Interest Rate..., Swaps
Education
Boston University - School of Management
M.B.A., Finance & Financial Services
University of Massachusetts at Amherst - Isenberg School of Management
B.B.A., Accounting
Boston College High School
Margaret Farmakis's Advent Software Experience August 2015 - Present
Job Experienced senior manager in Digital Marketing, Customer Satisfaction and Professional Services
Industry Computer Software
Experience
Advent Software August 2015 - Present
Return Path January 2015 - Present
Return Path October 2013 - January 2015
Return Path, Inc. January 2012 - October 2013
Return Path January 2008 - January 2012
Return Path March 2007 - January 2008
StratComm, Inc. November 2002 - March 2007
StratComm, Inc. November 2001 - November 2002
ESPN Rise Magazine August 2000 - October 2001
The Boston Globe January 1998 - December 1999
Skills
Email Marketing, Consulting, Direct Marketing, Strategy, Multi-channel Marketing, Digital Marketing, Analytics, Online Marketing, Database Marketing, Lead Generation, Marketing, E-commerce, Mobile Marketing, Segmentation, Marketing Automation, SaaS, Product Marketing, Campaign Management, Customer Acquisition, Web Analytics, SEM, CRM, B2B Marketing, Digital Strategy, Salesforce.com, Account Management, Integrated Marketing, Cross-functional Team..., Strategic Partnerships, Professional Services, Demand Generation, Management, PPC, Marketing Strategy, Leadership, Start-ups, Sales, B2B, Long-term Customer...
Education
Boston University 1994 — 1998
Trinity 1990 — 1994
Highschool Diploma
Advent Software August 2015 - Present
Return Path January 2015 - Present
Return Path October 2013 - January 2015
Return Path, Inc. January 2012 - October 2013
Return Path January 2008 - January 2012
Return Path March 2007 - January 2008
StratComm, Inc. November 2002 - March 2007
StratComm, Inc. November 2001 - November 2002
ESPN Rise Magazine August 2000 - October 2001
The Boston Globe January 1998 - December 1999
Skills
Email Marketing, Consulting, Direct Marketing, Strategy, Multi-channel Marketing, Digital Marketing, Analytics, Online Marketing, Database Marketing, Lead Generation, Marketing, E-commerce, Mobile Marketing, Segmentation, Marketing Automation, SaaS, Product Marketing, Campaign Management, Customer Acquisition, Web Analytics, SEM, CRM, B2B Marketing, Digital Strategy, Salesforce.com, Account Management, Integrated Marketing, Cross-functional Team..., Strategic Partnerships, Professional Services, Demand Generation, Management, PPC, Marketing Strategy, Leadership, Start-ups, Sales, B2B, Long-term Customer...
Education
Boston University 1994 — 1998
Trinity 1990 — 1994
Highschool Diploma
Richard Yacovone Richard Yacovone's Advent Software Experience March 2014 - Present
Job Manager, Customer Success Management at Advent Software
Industry Computer Software
Experience
Advent Software March 2014 - Present
Advent Software May 2007 - Present
CheckFree Investment Services 2002 - 2005
The Bank of New York 1996 - 2002
US Trust Company of New York 1989 - 1996
Skills
Portfolio Management, Risk Management, Equities, Asset Managment, Entrepreneurship, Project Management, Asset Management, Hedge Funds, Investments, Financial Services, Securities, Fixed Income, Alternative Investments, CRM, Trading, Management, Relationship Management, Enterprise Software, Salesforce.com, SaaS, Finance, Wealth Management
Education
Baruch College
Bachelors of Business Administration, Finance & Investments
Advent Software March 2014 - Present
Advent Software May 2007 - Present
CheckFree Investment Services 2002 - 2005
The Bank of New York 1996 - 2002
US Trust Company of New York 1989 - 1996
Skills
Portfolio Management, Risk Management, Equities, Asset Managment, Entrepreneurship, Project Management, Asset Management, Hedge Funds, Investments, Financial Services, Securities, Fixed Income, Alternative Investments, CRM, Trading, Management, Relationship Management, Enterprise Software, Salesforce.com, SaaS, Finance, Wealth Management
Education
Baruch College
Bachelors of Business Administration, Finance & Investments
Siyao(Cindy) Cui Siyao(Cindy) Cui's Advent Software Experience September 2014 - Present
Job Associate Software Engineer at Advent Software
Industry Computer Software
Experience
Advent Software September 2014 - Present
China Mobile Beijing Branch August 2011 - September 2011
Skills
C, C++, C#, ASP.NET MVC, CSS, HTML, XML, Programming, Matlab, Eclipse, Python, ASP.NET, Linux, JavaScript, Object Oriented Design, SQL
Education
Syracuse University 2012 — 2014
Master's degree, Computer Engineering, 3.909
Beijing University of Post and Telecommunications 2008 — 2012
Bachelor's degree, Telecommunications Engineering
Advent Software September 2014 - Present
China Mobile Beijing Branch August 2011 - September 2011
Skills
C, C++, C#, ASP.NET MVC, CSS, HTML, XML, Programming, Matlab, Eclipse, Python, ASP.NET, Linux, JavaScript, Object Oriented Design, SQL
Education
Syracuse University 2012 — 2014
Master's degree, Computer Engineering, 3.909
Beijing University of Post and Telecommunications 2008 — 2012
Bachelor's degree, Telecommunications Engineering
Aimee Arbios's Advent Software Experience July 2013 - Present
Job Renewal Sales Representative at Advent Software
Industry Staffing and Recruiting
Experience
Advent Software July 2013 - Present
Maxim Healthcare Services July 2012 - July 2013
Enloe Medical Center's Volunteer Services February 2012 - May 2012
Skills
Interpersonal..., Event Planning, Teamwork, Telephone Skills, Customer Service, Customer Satisfaction, Independent, Cold Calling, Sourcing, Thrives in stressful..., Recruiting, Networking, Sales, Interviews, Staffing Services, Temporary Placement
Education
California State University-Chico 2008 — 2012
Bachelor of Arts, Communication Studies; Organizational Communication
Advent Software July 2013 - Present
Maxim Healthcare Services July 2012 - July 2013
Enloe Medical Center's Volunteer Services February 2012 - May 2012
Skills
Interpersonal..., Event Planning, Teamwork, Telephone Skills, Customer Service, Customer Satisfaction, Independent, Cold Calling, Sourcing, Thrives in stressful..., Recruiting, Networking, Sales, Interviews, Staffing Services, Temporary Placement
Education
California State University-Chico 2008 — 2012
Bachelor of Arts, Communication Studies; Organizational Communication
Douglas Irwin Douglas Irwin's Advent Software Experience 1999 - 2006
Job Vice President Of Global Sales
Industry Information Technology and Services
Experience
Netage Solutions February 2015 - Present
Morningstar September 2012 - February 2015
TraderTools November 2011 - September 2012
Microsoft January 2008 - December 2011
Thomson Financial February 2006 - December 2007
Advent Software 1999 - 2006
Skills
Business Process..., Management, Enterprise Software, Leadership, Product Development, Sales, Selling, Business Development, Sales Operations, Product Management, Financial Services, Sales Management, SaaS, Start-ups, CRM, Solution Selling, Strategic Partnerships, Cloud Computing, Salesforce.com, Direct Sales
Education
Boston University - School of Management 1995 — 1997
MBA
Roanoke College 1987 — 1991
Bachelor of Arts (B.A.)
Netage Solutions February 2015 - Present
Morningstar September 2012 - February 2015
TraderTools November 2011 - September 2012
Microsoft January 2008 - December 2011
Thomson Financial February 2006 - December 2007
Advent Software 1999 - 2006
Skills
Business Process..., Management, Enterprise Software, Leadership, Product Development, Sales, Selling, Business Development, Sales Operations, Product Management, Financial Services, Sales Management, SaaS, Start-ups, CRM, Solution Selling, Strategic Partnerships, Cloud Computing, Salesforce.com, Direct Sales
Education
Boston University - School of Management 1995 — 1997
MBA
Roanoke College 1987 — 1991
Bachelor of Arts (B.A.)
Luis Luigi Saturnino Luis Luigi Saturnino's Advent Software Experience February 2000 - May 2001
Job Office Manager/Project Administrator/Purchasing Agent/Director at United Iron, Inc.
Industry Construction
Experience
United Iron, Inc. June 2001 - Present
Advent Software February 2000 - May 2001
Bosch North America June 1999 - February 2000
Connecticut Spring & Stamping August 1994 - June 1999
Skills
Management, Project Management, Coordination, Project Coordination, Coordinating Events, Operations Management, Office Management, Office Administration, Shipping, Strategic Planning, Project Planning, Leadership, Human Resources, Payroll, Time Management, Microsoft Office, Social Media, Customer Service, Event Planning, Microsoft Excel, Training, Budgets
Education
Learning Tree International, Boston 2000 — 2000
Certification Training in Website development, Website development
Universidade do Grande ABC 1992 — 1992
Psychology – youth development, Psychology
Colegio Brasilia 1988 — 1991
Associate's Degree, Marketing
Tunxis Community College 1998 — 1998
Seminar classes in Business Management, Business Administration and Management, General
United Iron, Inc. June 2001 - Present
Advent Software February 2000 - May 2001
Bosch North America June 1999 - February 2000
Connecticut Spring & Stamping August 1994 - June 1999
Skills
Management, Project Management, Coordination, Project Coordination, Coordinating Events, Operations Management, Office Management, Office Administration, Shipping, Strategic Planning, Project Planning, Leadership, Human Resources, Payroll, Time Management, Microsoft Office, Social Media, Customer Service, Event Planning, Microsoft Excel, Training, Budgets
Education
Learning Tree International, Boston 2000 — 2000
Certification Training in Website development, Website development
Universidade do Grande ABC 1992 — 1992
Psychology – youth development, Psychology
Colegio Brasilia 1988 — 1991
Associate's Degree, Marketing
Tunxis Community College 1998 — 1998
Seminar classes in Business Management, Business Administration and Management, General
Timothy Walsh Timothy Walsh's Advent Software Experience August 2012 - Present
Job Senior Legal Counsel at Advent Software
Industry Legal Services
Experience
Advent Software August 2012 - Present
Law Office of Timothy P. Walsh, LLC 2011 - 2012
Accenture 1997 - 2011
Gordon & Glickson LLC 1995 - 1997
Computer Sciences Corporation 1988 - 1991
Skills
Software Licensing, Outsourcing, Dispute Resolution, Data Privacy, Export, Intellectual Property, Compliance, Legal Advice, Joint Ventures, Licensing, Negotiating Contracts, Due Diligence, Contract Negotiation, Risk Management, Legal Services, SaaS, International Law, Professional Services, Technology Transactions, Licensing Agreements, Procurement, IT law, Internet Law, Contract Negotiations, Technology Transfer, Contract Review, Privacy Law, Competition Law, Trademarks, Legal Assistance, Management, Legal Writing, Cyberlaw, Financial Services, Consulting, Legal Compliance, Leadership, Open Source Software, Mergers & Acquisitions, Corporate Law
Education
Loyola University Chicago School of Law
Doctor of Law (JD)
Bentley College - Elkin B. McCallum Graduate School of Business
Master of Business Administration (MBA), Accountancy
Boston College
Bachelor of Arts (B.A.), Economics
Advent Software August 2012 - Present
Law Office of Timothy P. Walsh, LLC 2011 - 2012
Accenture 1997 - 2011
Gordon & Glickson LLC 1995 - 1997
Computer Sciences Corporation 1988 - 1991
Skills
Software Licensing, Outsourcing, Dispute Resolution, Data Privacy, Export, Intellectual Property, Compliance, Legal Advice, Joint Ventures, Licensing, Negotiating Contracts, Due Diligence, Contract Negotiation, Risk Management, Legal Services, SaaS, International Law, Professional Services, Technology Transactions, Licensing Agreements, Procurement, IT law, Internet Law, Contract Negotiations, Technology Transfer, Contract Review, Privacy Law, Competition Law, Trademarks, Legal Assistance, Management, Legal Writing, Cyberlaw, Financial Services, Consulting, Legal Compliance, Leadership, Open Source Software, Mergers & Acquisitions, Corporate Law
Education
Loyola University Chicago School of Law
Doctor of Law (JD)
Bentley College - Elkin B. McCallum Graduate School of Business
Master of Business Administration (MBA), Accountancy
Boston College
Bachelor of Arts (B.A.), Economics
Hongbao Guo Hongbao Guo's Advent Software Experience April 2014 - July 2014
Job Sr. Software Engineer at Fortinet
Industry Banking
Experience
Fortinet February 2015 - Present
DCL August 2014 - January 2015
Advent Software April 2014 - July 2014
Cost Plus World Market March 2013 - July 2013
TD July 2010 - August 2011
TD Securities July 2007 - July 2010
ALG Worldwide Logistics 2005 - 2007
TECHSINO in Banking industry 1997 - 2000
Skills
XML, Microsoft SQL Server, C#, Web Services, Unix, .NET, JavaScript, jQuery, ASP.NET, Web Applications, SOAP
Education
Arizona State University 2001 — 2004
Master, Computer science
University of Science and Technology of China
Fortinet February 2015 - Present
DCL August 2014 - January 2015
Advent Software April 2014 - July 2014
Cost Plus World Market March 2013 - July 2013
TD July 2010 - August 2011
TD Securities July 2007 - July 2010
ALG Worldwide Logistics 2005 - 2007
TECHSINO in Banking industry 1997 - 2000
Skills
XML, Microsoft SQL Server, C#, Web Services, Unix, .NET, JavaScript, jQuery, ASP.NET, Web Applications, SOAP
Education
Arizona State University 2001 — 2004
Master, Computer science
University of Science and Technology of China
Brian D. Collins Brian D. Collins's Advent Software Experience April 2007 - June 2008
Job Trading Systems Developer at Investment Company
Industry Financial Services
Experience
Investment Company December 2014 - Present
BC Properties 2005 - Present
Alvarez & Marsal January 2012 - December 2014
Plural Investments, LLC December 2009 - March 2011
SRSsoft December 2008 - November 2009
Advent Software April 2007 - June 2008
Morgan Stanley February 2006 - February 2007
SunGard Financial Systems April 2004 - February 2006
Investors Bank & Trust April 1998 - April 2004
Skills
Microsoft SQL Server, ASP.NET, T-SQL, C#, Business Analysis, Leadership, Project Management, Agile Methodologies, Scrum, Software Project..., SQL, Web Services, Financial Systems, ASP.NET AJAX, SSRS, ADO.NET, Software Development, Object Oriented Design, LINQ, JavaScript, AJAX, CSS, Entity Framework, WinForms, Microsoft Azure
Education
University of Massachusetts, Amherst
BBA, Accounting
New York University
Boston University 2000 — 2001
Investment Company December 2014 - Present
BC Properties 2005 - Present
Alvarez & Marsal January 2012 - December 2014
Plural Investments, LLC December 2009 - March 2011
SRSsoft December 2008 - November 2009
Advent Software April 2007 - June 2008
Morgan Stanley February 2006 - February 2007
SunGard Financial Systems April 2004 - February 2006
Investors Bank & Trust April 1998 - April 2004
Skills
Microsoft SQL Server, ASP.NET, T-SQL, C#, Business Analysis, Leadership, Project Management, Agile Methodologies, Scrum, Software Project..., SQL, Web Services, Financial Systems, ASP.NET AJAX, SSRS, ADO.NET, Software Development, Object Oriented Design, LINQ, JavaScript, AJAX, CSS, Entity Framework, WinForms, Microsoft Azure
Education
University of Massachusetts, Amherst
BBA, Accounting
New York University
Boston University 2000 — 2001
Michael Wiles Michael Wiles's Advent Software Experience April 2014 - Present
Job
Industry Financial Services
Experience
Advent Software April 2014 - Present
Advent Software March 2012 - April 2014
Advent Software January 2006 - March 2012
BearingPoint September 2004 - January 2006
Advent Software 1998 - 2004
Advisors Group 1996 - 1998
Skills
Hedge Funds, Private Client, Financial Services, Portfolio Management, Trading Systems, SaaS, Asset Managment, Enterprise Software, Relationship Management, Salesforce.com, Alternative Investments, Business Analysis, Fixed Income, Back Office, Equities, Performance Measurement, Financial Modeling, Solution Selling, Electronic Trading, Strategy, Financial Markets, Management, Asset Management, Asset Allocation, Wealth Management
Education
American University 1990 — 1994
BSBA, Finance, Economics
American University - Kogod School of Business 1990 — 1994
Bachelors, Finance and Economics
Advent Software April 2014 - Present
Advent Software March 2012 - April 2014
Advent Software January 2006 - March 2012
BearingPoint September 2004 - January 2006
Advent Software 1998 - 2004
Advisors Group 1996 - 1998
Skills
Hedge Funds, Private Client, Financial Services, Portfolio Management, Trading Systems, SaaS, Asset Managment, Enterprise Software, Relationship Management, Salesforce.com, Alternative Investments, Business Analysis, Fixed Income, Back Office, Equities, Performance Measurement, Financial Modeling, Solution Selling, Electronic Trading, Strategy, Financial Markets, Management, Asset Management, Asset Allocation, Wealth Management
Education
American University 1990 — 1994
BSBA, Finance, Economics
American University - Kogod School of Business 1990 — 1994
Bachelors, Finance and Economics
Kevin Miller's Advent Software Experience February 2010 - April 2013
Job Regional Sales Director at Workiva
Industry Computer Software
Experience
Workiva December 2014 - Present
Datadog May 2013 - December 2014
Advent Software February 2010 - April 2013
Advent Software April 2009 - March 2010
Advent Software January 2007 - April 2009
Eze Castle Software June 2003 - December 2006
Skills
Salesforce.com, SaaS, CRM, Business Development, Portfolio Management, Enterprise Software, Trading, Sales, Account Management, Product Management, Solution Selling, Business Intelligence, Analytics, Lead Generation, Sales Process, Sales Presentations, Consulting, Relationship Management, New Business Development, Series 7, Management, Financial Services, Professional Services, Strategic Partnerships, Investment Management
Education
Boston College 1999 — 2003
Bachelor of Science, Finance
Workiva December 2014 - Present
Datadog May 2013 - December 2014
Advent Software February 2010 - April 2013
Advent Software April 2009 - March 2010
Advent Software January 2007 - April 2009
Eze Castle Software June 2003 - December 2006
Skills
Salesforce.com, SaaS, CRM, Business Development, Portfolio Management, Enterprise Software, Trading, Sales, Account Management, Product Management, Solution Selling, Business Intelligence, Analytics, Lead Generation, Sales Process, Sales Presentations, Consulting, Relationship Management, New Business Development, Series 7, Management, Financial Services, Professional Services, Strategic Partnerships, Investment Management
Education
Boston College 1999 — 2003
Bachelor of Science, Finance
Pavithra A Pavithra A's Advent Software Experience December 2011 - Present
Job Quality Assurance Engineer at Advent Software
Industry Information Technology and Services
Experience
Advent Software December 2011 - Present
Bank of America February 2007 - April 2011
Larsen & Toubro Limited June 2006 - February 2007
Skills
Testing, SDLC, Regression Testing, Automation, Java, System Testing, SQL Server, Quick Test Professional..., Test Complete, HP Load Runner, TCOE, Agile Testing, Scrum, Scarab, PVCS Tracker, IBM Clear Quest, Core metrics, Investment Banking, Browser Testing, JIRA, Jenkins, Enterprise Software, Github, Tortoise SVN, VSS, MSTest, GIT, Source Tree, Enterprise Tester, OData, HP QC
Education
Bharathidasan University 2007 — 2010
Masters, Computer Science
Mangalore University 2003 — 2006
Bachelors, Computer Science
Advent Software December 2011 - Present
Bank of America February 2007 - April 2011
Larsen & Toubro Limited June 2006 - February 2007
Skills
Testing, SDLC, Regression Testing, Automation, Java, System Testing, SQL Server, Quick Test Professional..., Test Complete, HP Load Runner, TCOE, Agile Testing, Scrum, Scarab, PVCS Tracker, IBM Clear Quest, Core metrics, Investment Banking, Browser Testing, JIRA, Jenkins, Enterprise Software, Github, Tortoise SVN, VSS, MSTest, GIT, Source Tree, Enterprise Tester, OData, HP QC
Education
Bharathidasan University 2007 — 2010
Masters, Computer Science
Mangalore University 2003 — 2006
Bachelors, Computer Science
Roger Murff's Advent Software Experience 1996 - 1998
Job Vice President, Box
Industry Computer Software
Experience
Box October 2011 - Present
Microsoft 2010 - 2011
Microsoft 2007 - 2010
Microsoft 2003 - 2007
Adobe (previously Macromedia) 1999 - 2003
Advent Software 1996 - 1998
Accenture 1993 - 1995
Morgan Stanley 1990 - 1993
U.S. Peace Corps 1989 - 1990
Skills
Cloud Computing, Product Management, Marketing Effectiveness, Mobile Devices, Business Alliances, B2B Marketing, Venture Capital, SaaS, Enterprise Software, Demand Generation, Go-to-market Strategy, Sales Enablement, Partner Management, Strategic Partnerships, Product Marketing, Analytics, Scalability, Hadoop, User Experience, Agile Methodologies, Multi-channel Marketing, CRM, Cross-functional Team..., Program Management, Strategy, Business Development, Unified Communications, Start-ups, Leadership, Management
Education
Brown University 1984 — 1989
UNSW Australia 1987 — 1988
Box October 2011 - Present
Microsoft 2010 - 2011
Microsoft 2007 - 2010
Microsoft 2003 - 2007
Adobe (previously Macromedia) 1999 - 2003
Advent Software 1996 - 1998
Accenture 1993 - 1995
Morgan Stanley 1990 - 1993
U.S. Peace Corps 1989 - 1990
Skills
Cloud Computing, Product Management, Marketing Effectiveness, Mobile Devices, Business Alliances, B2B Marketing, Venture Capital, SaaS, Enterprise Software, Demand Generation, Go-to-market Strategy, Sales Enablement, Partner Management, Strategic Partnerships, Product Marketing, Analytics, Scalability, Hadoop, User Experience, Agile Methodologies, Multi-channel Marketing, CRM, Cross-functional Team..., Program Management, Strategy, Business Development, Unified Communications, Start-ups, Leadership, Management
Education
Brown University 1984 — 1989
UNSW Australia 1987 — 1988
Leslie Beeler's Advent Software Experience January 2015 - Present
Job Product Solutions at Advent Software
Industry Financial Services
Experience
Advent Software January 2015 - Present
Advent Software September 2013 - December 2014
Advent Software 2012 - September 2013
Deutsche Bank July 2010 - August 2012
InterMed Global February 2010 - July 2010
Deutsche Bank August 2008 - August 2009
Skills
Equities, Fixed Income, Investment Banking, Derivatives, Middle Office, Portfolio Management, Securities, Asset Managment, Credit Derivatives, Settlement, Microsoft Office, Back Office, User Acceptance Testing, Equity Derivatives, Bloomberg, SharePoint, Asset Management, Microsoft Excel, Business Analysis, Financial Analysis
Education
American International College 2008 — 2009
M.B.A, International Business
Bryan College 2004 — 2008
Bachelor of Science, Business Administration
Advent Software January 2015 - Present
Advent Software September 2013 - December 2014
Advent Software 2012 - September 2013
Deutsche Bank July 2010 - August 2012
InterMed Global February 2010 - July 2010
Deutsche Bank August 2008 - August 2009
Skills
Equities, Fixed Income, Investment Banking, Derivatives, Middle Office, Portfolio Management, Securities, Asset Managment, Credit Derivatives, Settlement, Microsoft Office, Back Office, User Acceptance Testing, Equity Derivatives, Bloomberg, SharePoint, Asset Management, Microsoft Excel, Business Analysis, Financial Analysis
Education
American International College 2008 — 2009
M.B.A, International Business
Bryan College 2004 — 2008
Bachelor of Science, Business Administration
Philip Choi Philip Choi's Advent Software Experience April 2015 - Present
Job Consulting Manager Global Client Experience at Advent Software
Industry Financial Services
Experience
Advent Software April 2015 - Present
Advent Software April 2010 - March 2015
Advent Software July 2007 - April 2010
CDM Technologies, INC. July 2005 - May 2007
Education
California Polytechnic State University-San Luis Obispo
BS, Computer Science, Psychology
Advent Software April 2015 - Present
Advent Software April 2010 - March 2015
Advent Software July 2007 - April 2010
CDM Technologies, INC. July 2005 - May 2007
Education
California Polytechnic State University-San Luis Obispo
BS, Computer Science, Psychology
Dzieniszewski Karolina Dzieniszewski Karolina's Advent Software Experience February 2015 - Present
Job Implementation Specialist
Industry Investment Management
Experience
Advent Software February 2015 - Present
Gap Inc. August 2013 - January 2015
Aflac April 2014 - December 2014
Abercrombie & Fitch December 2011 - May 2012
Skills
Sales, Customer Service, Retail, Marketing, International Business, Social Media, Teamwork, Marketing Communications, Merchandising, Sales Management, Leadership, Event Planning, Social Media Marketing, Microsoft Office, Social Networking, Public Relations, PowerPoint, Microsoft Excel, Strategic Planning, Time Management, Financial Technology, Financial Reporting, Trade Finance, Sailing
Education
Jacksonville University 2011 — 2015
Bachelor of Business Administration (BBA), International Business
Uniwersytet w Białymstoku 2013 — 2013
Comparative EU/ US Law
Advent Software February 2015 - Present
Gap Inc. August 2013 - January 2015
Aflac April 2014 - December 2014
Abercrombie & Fitch December 2011 - May 2012
Skills
Sales, Customer Service, Retail, Marketing, International Business, Social Media, Teamwork, Marketing Communications, Merchandising, Sales Management, Leadership, Event Planning, Social Media Marketing, Microsoft Office, Social Networking, Public Relations, PowerPoint, Microsoft Excel, Strategic Planning, Time Management, Financial Technology, Financial Reporting, Trade Finance, Sailing
Education
Jacksonville University 2011 — 2015
Bachelor of Business Administration (BBA), International Business
Uniwersytet w Białymstoku 2013 — 2013
Comparative EU/ US Law
Hassane Alaoui Mdarhri (2,900+ Connections) Hassane Alaoui Mdarhri (2,900+ Connections)'s Advent Software Experience February 2002 - June 2005
Job CEO at Partners Force Intl + North South Forum + InterVessel + Staff Inter
Industry Investment Management
Experience
Job Market International Group April 2011 - Present
Partners Force International January 2009 - Present
InterVessel January 2009 - Present
OpenLink Financial August 2007 - March 2009
Intervex, Inc July 2005 - March 2006
Advent Software February 2002 - June 2005
MHP WASTE-ENGINEERING January 1999 - December 2001
PLANETEX, Casablanca - Morocco January 1998 - January 2001
LE MAGAZINE MAGHREBIN DU TEXTILE - CASABLANCA February 1990 - October 1997
TEXTILE MAGAZINE January 1988 - January 1990
Skills
Intl Sales & Business..., Strategic Alliance..., Complex Problem Solving, Asset Management, New Business Development, Business Strategy, Management Consulting, Start-ups, Risk Management, Strategic Partnerships, Mergers, Investments, Competitive Analysis, Strategy Development, Business Planning, Sales Management, Negotiation, Strategic Planning, Trading, Business Management, Entrepreneurship, International Sales, Contract Negotiation, Team Leadership, Product Management, Entrepreneur, Team Management, Account Management, Marketing Strategy, Market Research, Team Building, Executive Management, Customer Relations, Business Intelligence, Forecasting, Market Analysis, International Business, Change Management, Key Account Management, Pricing, Contract Negotiations, Due Diligence, International Public..., Customer Service, Asset Managment, Crisis Management, Business Analysis, Business Development, CRM, Capital Markets
Education
Facultés universitaires catholiques de Mons 1981 — 1983
Business and Management Engineering
Facultés universitaires catholiques de Mons 1979 — 1981
Diploma, Applied Economics, Economics Study Diploma
Lycee Moulay Slimane 1975 — 1978
High School Diploma, Business & Accounting
Job Market International Group April 2011 - Present
Partners Force International January 2009 - Present
InterVessel January 2009 - Present
OpenLink Financial August 2007 - March 2009
Intervex, Inc July 2005 - March 2006
Advent Software February 2002 - June 2005
MHP WASTE-ENGINEERING January 1999 - December 2001
PLANETEX, Casablanca - Morocco January 1998 - January 2001
LE MAGAZINE MAGHREBIN DU TEXTILE - CASABLANCA February 1990 - October 1997
TEXTILE MAGAZINE January 1988 - January 1990
Skills
Intl Sales & Business..., Strategic Alliance..., Complex Problem Solving, Asset Management, New Business Development, Business Strategy, Management Consulting, Start-ups, Risk Management, Strategic Partnerships, Mergers, Investments, Competitive Analysis, Strategy Development, Business Planning, Sales Management, Negotiation, Strategic Planning, Trading, Business Management, Entrepreneurship, International Sales, Contract Negotiation, Team Leadership, Product Management, Entrepreneur, Team Management, Account Management, Marketing Strategy, Market Research, Team Building, Executive Management, Customer Relations, Business Intelligence, Forecasting, Market Analysis, International Business, Change Management, Key Account Management, Pricing, Contract Negotiations, Due Diligence, International Public..., Customer Service, Asset Managment, Crisis Management, Business Analysis, Business Development, CRM, Capital Markets
Education
Facultés universitaires catholiques de Mons 1981 — 1983
Business and Management Engineering
Facultés universitaires catholiques de Mons 1979 — 1981
Diploma, Applied Economics, Economics Study Diploma
Lycee Moulay Slimane 1975 — 1978
High School Diploma, Business & Accounting
Marlena Fitts's Advent Software Experience January 2005 - March 2013
Job
Industry Investment Management
Experience
Advent Software January 2005 - March 2013
IGEFI 2003 - 2005
PwC Consulting 1999 - 2003
Investors Bank & Trust 1991 - 1999
Skills
Contract Negotiation, Customer Relations, New Business Development, Requirements Analysis, Account Management, Acquisition Integration, Business Process..., Customer Service, Mutual Funds, Strategy, Integration, Hedge Funds, CRM, Business Development, Business Strategy, Management Consulting, Management, Process Improvement, Analysis, Mergers & Acquisitions, Business Analysis, Asset Management, Financial Services
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1996 — 2000
Masters, Science in Finance
Babson College 1987 — 1991
BS, Finance, Investments & Communications
Advent Software January 2005 - March 2013
IGEFI 2003 - 2005
PwC Consulting 1999 - 2003
Investors Bank & Trust 1991 - 1999
Skills
Contract Negotiation, Customer Relations, New Business Development, Requirements Analysis, Account Management, Acquisition Integration, Business Process..., Customer Service, Mutual Funds, Strategy, Integration, Hedge Funds, CRM, Business Development, Business Strategy, Management Consulting, Management, Process Improvement, Analysis, Mergers & Acquisitions, Business Analysis, Asset Management, Financial Services
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1996 — 2000
Masters, Science in Finance
Babson College 1987 — 1991
BS, Finance, Investments & Communications
Bradley Hancock Bradley Hancock's Advent Software Experience September 2013 - Present
Job Director, Sales at Advent Software
Industry Computer Software
Experience
Advent Software September 2013 - Present
eFront January 2013 - August 2013
Advent Software January 2008 - December 2012
Advent Software July 2007 - December 2007
Advent Software January 2005 - June 2007
Advent Software April 2002 - December 2004
Streetfusion January 2001 - October 2001
Sanford C. Bernstein & Co. January 2000 - December 2000
Sanford C. Bernstein January 1998 - December 1999
Sanford C. Bernstein February 1997 - December 1997
Skills
Enterprise Software, Sales, Solution Selling, Salesforce.com, Asset Management, Technology Evaluation, Business Relationship..., Client Relationship..., Negotiation, Consultative Selling, Discovery, Requirements Analysis, Sales Process, Delivering Results, Capital Markets, Asset Managment, Selling, CRM, Trading Systems, Pre-sales, Cloud Computing, Management, Hedge Funds, Investments, SaaS
Education
Bucknell University 1992 — 1996
Bachelor of Science
Advent Software September 2013 - Present
eFront January 2013 - August 2013
Advent Software January 2008 - December 2012
Advent Software July 2007 - December 2007
Advent Software January 2005 - June 2007
Advent Software April 2002 - December 2004
Streetfusion January 2001 - October 2001
Sanford C. Bernstein & Co. January 2000 - December 2000
Sanford C. Bernstein January 1998 - December 1999
Sanford C. Bernstein February 1997 - December 1997
Skills
Enterprise Software, Sales, Solution Selling, Salesforce.com, Asset Management, Technology Evaluation, Business Relationship..., Client Relationship..., Negotiation, Consultative Selling, Discovery, Requirements Analysis, Sales Process, Delivering Results, Capital Markets, Asset Managment, Selling, CRM, Trading Systems, Pre-sales, Cloud Computing, Management, Hedge Funds, Investments, SaaS
Education
Bucknell University 1992 — 1996
Bachelor of Science
Stephanie Miles Stephanie Miles's Advent Software Experience January 2008 - January 2010
Job Director of Enterprise Sales SaaS Software
Industry Computer Software
Experience
ThreatMetrix May 2014 - January 2015
LucidWorks Inc. April 2012 - November 2012
Envivio February 2011 - April 2012
Advent Software January 2008 - January 2010
Advent Software January 2006 - January 2007
Advent Software January 2006 - January 2007
Advent Software June 2005 - January 2006
Oracle Corporation November 2004 - June 2005
Skills
Marketing, Enterprise Software, Salesforce.com, SaaS, Professional Services, Sales, Direct Sales, Product Marketing, Sales Operations, CRM, Strategy, Leadership, Cloud Computing, Selling, Account Management, Strategic Partnerships, Training, Start-ups, Product Management, Lead Generation, Go-to-market Strategy, Solution Selling, Business Development
Education
Babson College - Franklin W. Olin Graduate School of Business 2012 — 2013
University of San Francisco 2000 — 2003
B.A. Philosophy, Philosophy and Classics
University of Oxford 2001 — 2002
Junior year of research, Philosophy and Medical Ethics
ThreatMetrix May 2014 - January 2015
LucidWorks Inc. April 2012 - November 2012
Envivio February 2011 - April 2012
Advent Software January 2008 - January 2010
Advent Software January 2006 - January 2007
Advent Software January 2006 - January 2007
Advent Software June 2005 - January 2006
Oracle Corporation November 2004 - June 2005
Skills
Marketing, Enterprise Software, Salesforce.com, SaaS, Professional Services, Sales, Direct Sales, Product Marketing, Sales Operations, CRM, Strategy, Leadership, Cloud Computing, Selling, Account Management, Strategic Partnerships, Training, Start-ups, Product Management, Lead Generation, Go-to-market Strategy, Solution Selling, Business Development
Education
Babson College - Franklin W. Olin Graduate School of Business 2012 — 2013
University of San Francisco 2000 — 2003
B.A. Philosophy, Philosophy and Classics
University of Oxford 2001 — 2002
Junior year of research, Philosophy and Medical Ethics
Bob Conchiglia, CIPM's Advent Software Experience January 2006 - Present
Job Vice President, Advisory Sales
Industry Financial Services
Experience
Advent Software January 2006 - Present
Russell/Mellon Analytical Services 2004 - January 2006
Russell/Mellon Analytical Services 2000 - 2004
Mellon Financial 1996 - 2000
Skills
Series 7, Investments, Portfolio Management, Wealth Management, SaaS, Equities, Customer Service, Trading Systems, Project Management, Salesforce.com, Banking, Series 63, Business Analysis
Education
Bentley University 1992 — 1996
BS, Finance/Economics
Advent Software January 2006 - Present
Russell/Mellon Analytical Services 2004 - January 2006
Russell/Mellon Analytical Services 2000 - 2004
Mellon Financial 1996 - 2000
Skills
Series 7, Investments, Portfolio Management, Wealth Management, SaaS, Equities, Customer Service, Trading Systems, Project Management, Salesforce.com, Banking, Series 63, Business Analysis
Education
Bentley University 1992 — 1996
BS, Finance/Economics
Siavash Fahimi Siavash Fahimi's Advent Software Experience 2014 - 2015
Job Project Manager at Intuit
Industry Information Technology and Services
Experience
Intuit May 2015 - Present
Advent Software 2014 - 2015
Tansug Mechanics 2010 - 2013
ERICSSON 2007 - 2010
PartCell 2003 - 2007
ZTE 2006 - 2006
Telecom Malaysia/ AKtell 2005 - 2006
Skills
Telecommunications, Service Delivery, Transmission, Pre-sales, Project Planning, Open Source Software, Project Management, Team Leadership, Cross-functional Team..., PMP, Management, Team Management, Computer Network..., Network Design, Cellular Communications, SLDC, Software Development, Web Development, AWS EC2, Product Management, Business Analysis, Program Management, Agile Project Management, Data Center, Optical Fiber, Risk Management, Cost Management, Resource Management, Procurement Management, Project Scope..., Start-up Consulting, Lean Software..., Canvas, GSM, Business Intelligence, Rollout, Start-ups, Analysis, PMO, BSS, Software Project..., Project Delivery, MS Project, Business Process, Outsourcing, SDLC, Agile Methodologies, Networking, Scrum, Integration
Education
Amirkabir University of Technology - Tehran Polytechnic 2001 — 2005
Bachelor's Degree, Computer Science
Industrial Management Institute of Iran 2007 — 2007
Diploma, General Management
Telecommunication Education Centre 2004 — 2004
Diploma, GSM Radio Network Design
Intuit May 2015 - Present
Advent Software 2014 - 2015
Tansug Mechanics 2010 - 2013
ERICSSON 2007 - 2010
PartCell 2003 - 2007
ZTE 2006 - 2006
Telecom Malaysia/ AKtell 2005 - 2006
Skills
Telecommunications, Service Delivery, Transmission, Pre-sales, Project Planning, Open Source Software, Project Management, Team Leadership, Cross-functional Team..., PMP, Management, Team Management, Computer Network..., Network Design, Cellular Communications, SLDC, Software Development, Web Development, AWS EC2, Product Management, Business Analysis, Program Management, Agile Project Management, Data Center, Optical Fiber, Risk Management, Cost Management, Resource Management, Procurement Management, Project Scope..., Start-up Consulting, Lean Software..., Canvas, GSM, Business Intelligence, Rollout, Start-ups, Analysis, PMO, BSS, Software Project..., Project Delivery, MS Project, Business Process, Outsourcing, SDLC, Agile Methodologies, Networking, Scrum, Integration
Education
Amirkabir University of Technology - Tehran Polytechnic 2001 — 2005
Bachelor's Degree, Computer Science
Industrial Management Institute of Iran 2007 — 2007
Diploma, General Management
Telecommunication Education Centre 2004 — 2004
Diploma, GSM Radio Network Design
Hermann Lara Hermann Lara's Advent Software Experience October 2008 - Present
Job Implementation Manager
Industry Information Technology and Services
Experience
Advent Software October 2008 - Present
Fidelity Investments January 2006 - October 2008
Skills
Restricted Stock, Asset Managment, Equities, Financial Services, Asset Allocation, Investments, Asset Management, Portfolio Management, Business Analysis, Alternative Investments, Fixed Income, SaaS, Project Management, Mutual Funds, Brokerage, Prime Brokerage, Trading, Fixed Income Portfolio..., Fixed Income Strategies, Cash Management, Cloud Computing, CRM, Consulting, Electronic Trading, Enterprise Software, Music, Relationship Management, Salesforce.com, Software Documentation, Trading Systems, Back Office, Banking
Education
Berklee College of Music 1992 — 1996
Bachelor's of Music, Professional Music (Composition & Performance), magna cum laude
Advent Software October 2008 - Present
Fidelity Investments January 2006 - October 2008
Skills
Restricted Stock, Asset Managment, Equities, Financial Services, Asset Allocation, Investments, Asset Management, Portfolio Management, Business Analysis, Alternative Investments, Fixed Income, SaaS, Project Management, Mutual Funds, Brokerage, Prime Brokerage, Trading, Fixed Income Portfolio..., Fixed Income Strategies, Cash Management, Cloud Computing, CRM, Consulting, Electronic Trading, Enterprise Software, Music, Relationship Management, Salesforce.com, Software Documentation, Trading Systems, Back Office, Banking
Education
Berklee College of Music 1992 — 1996
Bachelor's of Music, Professional Music (Composition & Performance), magna cum laude
James Karjalainen James Karjalainen's Advent Software Experience March 2012 - August 2012
Job Sales Operations Analyst at RiskIQ
Industry Online Media
Experience
RiskIQ May 2015 - Present
Rocket Fuel Inc. October 2012 - April 2015
Advent Software March 2012 - August 2012
ServiceSource September 2011 - March 2012
Ex'pression College March 2011 - July 2011
Microsoft May 2007 - January 2009
University of Phoenix September 2004 - October 2005
Life Chiropractic College West June 2000 - January 2003
Skills
Data Entry, Management, Marketing, Sales, Databases, Customer Service, Salesforce.com, Sales Operations, Analysis, Access, Data Analysis, Finance, Microsoft Excel, Microsoft Office, PowerPoint, Project Management, Analytics, Microsoft Word, Outlook, CRM, Social Media, Business Process
Education
Academy of Art University 2001 — 2004
TV/Motion Pictures
RiskIQ May 2015 - Present
Rocket Fuel Inc. October 2012 - April 2015
Advent Software March 2012 - August 2012
ServiceSource September 2011 - March 2012
Ex'pression College March 2011 - July 2011
Microsoft May 2007 - January 2009
University of Phoenix September 2004 - October 2005
Life Chiropractic College West June 2000 - January 2003
Skills
Data Entry, Management, Marketing, Sales, Databases, Customer Service, Salesforce.com, Sales Operations, Analysis, Access, Data Analysis, Finance, Microsoft Excel, Microsoft Office, PowerPoint, Project Management, Analytics, Microsoft Word, Outlook, CRM, Social Media, Business Process
Education
Academy of Art University 2001 — 2004
TV/Motion Pictures
J. Austin McDonough, MSM's Advent Software Experience April 2002 - June 2011
Job Business Development Manger at Trini Industries
Industry Alternative Medicine
Experience
Trini Industries February 2015 - Present
Spectrum Technologies April 2014 - November 2014
Natus Medical February 2012 - November 2013
Advent Software April 2002 - June 2011
IBM April 2001 - April 2002
Sybase May 1999 - February 2001
Starwood Hotels & Resorts Worldwide, Inc. July 1998 - May 1999
Jet Star Inc. November 1997 - June 1998
Jet Star Inc. May 1993 - November 1997
Caremet Corporation June 1989 - May 1993
Skills
Sales Compensation, Sales Operations, Incentive Programs, Salesforce.com, Financial Analysis, Accounting, Employee Relations, Variance Analysis, Project Coordination, Compensation Plans, Compensation, Financial Accounting, Callidus TrueComp..., Sales Administration, Meeting Deadlines, Plan Design, Oracle Financials, Commission, Accuracy, Plan Administration, Self Starter, Public Speaking, Time Management, Excel, Building Relationships, Commissioning, Model Making, Deadline Management, Sales Support, Relationship Development, Managing Processes, Multitasker, Forecasting Models, Team Oriented, Teamwork, Advisor, Report Writing, Efficiency Improvement, Confidentiality, Problem Solving, Decision Making, People Skills, SFA, Networking, Managing Contracts, Active Listening, RFP Generation, Google Drive, Price Quotes, Strategy
Education
Indiana Wesleyan University 1989 — 1991
MSM - Master of Science in Business Management, Finance/Business Operations
Ball State University - College of Business 1979 — 1984
Bachelor of Arts in Accounting, Accounting/Spanish
Taylor High School 1975 — 1979
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Trini Industries February 2015 - Present
Spectrum Technologies April 2014 - November 2014
Natus Medical February 2012 - November 2013
Advent Software April 2002 - June 2011
IBM April 2001 - April 2002
Sybase May 1999 - February 2001
Starwood Hotels & Resorts Worldwide, Inc. July 1998 - May 1999
Jet Star Inc. November 1997 - June 1998
Jet Star Inc. May 1993 - November 1997
Caremet Corporation June 1989 - May 1993
Skills
Sales Compensation, Sales Operations, Incentive Programs, Salesforce.com, Financial Analysis, Accounting, Employee Relations, Variance Analysis, Project Coordination, Compensation Plans, Compensation, Financial Accounting, Callidus TrueComp..., Sales Administration, Meeting Deadlines, Plan Design, Oracle Financials, Commission, Accuracy, Plan Administration, Self Starter, Public Speaking, Time Management, Excel, Building Relationships, Commissioning, Model Making, Deadline Management, Sales Support, Relationship Development, Managing Processes, Multitasker, Forecasting Models, Team Oriented, Teamwork, Advisor, Report Writing, Efficiency Improvement, Confidentiality, Problem Solving, Decision Making, People Skills, SFA, Networking, Managing Contracts, Active Listening, RFP Generation, Google Drive, Price Quotes, Strategy
Education
Indiana Wesleyan University 1989 — 1991
MSM - Master of Science in Business Management, Finance/Business Operations
Ball State University - College of Business 1979 — 1984
Bachelor of Arts in Accounting, Accounting/Spanish
Taylor High School 1975 — 1979
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Todd Richman Todd Richman's Advent Software Experience January 1996 - March 1997
Job Strategic Marketing | Alliance Management | Business Development
Industry Financial Services
Experience
Broad Reach Consulting Group October 2014 - Present
Society of Grownups May 2015 - July 2015
Wall Street Horizon Inc. June 2011 - September 2014
Passport Corporation January 2003 - May 2011
Broad Reach Consulting Group March 1999 - December 2002
Advent Software January 1996 - March 1997
Advent Software January 1992 - December 1995
FICO July 1987 - June 1989
FICO January 1986 - June 1987
Skills
Strategy, Business Development, Strategic Partnerships, Financial Services, Business Strategy, Management, Strategic Planning, Marketing, Product Management, Sales, Start-ups, Leadership, Mobile Applications, Marketing Strategy, Solution Selling, Data Services
Education
Stanford University Graduate School of Business
MBA, Strategic Marketing
Brown University
Bachelor of Science, Applied Mathematics
Broad Reach Consulting Group October 2014 - Present
Society of Grownups May 2015 - July 2015
Wall Street Horizon Inc. June 2011 - September 2014
Passport Corporation January 2003 - May 2011
Broad Reach Consulting Group March 1999 - December 2002
Advent Software January 1996 - March 1997
Advent Software January 1992 - December 1995
FICO July 1987 - June 1989
FICO January 1986 - June 1987
Skills
Strategy, Business Development, Strategic Partnerships, Financial Services, Business Strategy, Management, Strategic Planning, Marketing, Product Management, Sales, Start-ups, Leadership, Mobile Applications, Marketing Strategy, Solution Selling, Data Services
Education
Stanford University Graduate School of Business
MBA, Strategic Marketing
Brown University
Bachelor of Science, Applied Mathematics
Natasha Barrett Natasha Barrett's Advent Software Experience May 2009 - May 2012
Job HR Manager at fuseproject
Industry Design
Experience
fuseproject July 2013 - Present
GREE International, Inc February 2013 - July 2013
GREE International, Inc April 2012 - July 2013
Advent Software May 2009 - May 2012
Advent Software EMEA (Europe, Middle East, Asia) July 2011 - September 2011
Advent Software May 2007 - April 2009
Higgins Purchasing Group January 2006 - May 2007
Skills
Jobvite, Survey Design, Microsoft Office, Ceridian, ultipro, ClearBenefits, FrontPage, Adobe Acrobat, SharePoint, Human Resources, Onboarding, HRIS, Recruiting, Employee Relations, Performance Management, New Hire Orientations, Employee Benefits, Training, Personnel Management
Education
California Polytechnic State University-San Luis Obispo 1998 — 2003
Bachelors, Business - Marketing
Institute de Formation (IFI), Rouen, France 2002 — 2002
N/A, Business/Marketing
fuseproject July 2013 - Present
GREE International, Inc February 2013 - July 2013
GREE International, Inc April 2012 - July 2013
Advent Software May 2009 - May 2012
Advent Software EMEA (Europe, Middle East, Asia) July 2011 - September 2011
Advent Software May 2007 - April 2009
Higgins Purchasing Group January 2006 - May 2007
Skills
Jobvite, Survey Design, Microsoft Office, Ceridian, ultipro, ClearBenefits, FrontPage, Adobe Acrobat, SharePoint, Human Resources, Onboarding, HRIS, Recruiting, Employee Relations, Performance Management, New Hire Orientations, Employee Benefits, Training, Personnel Management
Education
California Polytechnic State University-San Luis Obispo 1998 — 2003
Bachelors, Business - Marketing
Institute de Formation (IFI), Rouen, France 2002 — 2002
N/A, Business/Marketing
Chad Owens's Advent Software Experience 1999 - 2006
Job Experienced Software QA Engineer
Industry Computer Software
Experience
Gardnerville Water Company May 2011 - July 2014
Google 2006 - 2008
Advent Software 1999 - 2006
Pizza Face May 1994 - September 1997
Skills
Agile Methodologies, Test Planning, Test Automation, Software Development, SQL, XML, Microsoft SQL Server, Testing, Enterprise Software, Databases, SilkTest, VMware, DOS, SilkTest Automation, Windows, Ruby, PHP
Education
California State University-Chico 1997 — 1999
BS Instructional Technology
California State University-Chico 1989 — 1994
BS Cognitive Psychology
Gardnerville Water Company May 2011 - July 2014
Google 2006 - 2008
Advent Software 1999 - 2006
Pizza Face May 1994 - September 1997
Skills
Agile Methodologies, Test Planning, Test Automation, Software Development, SQL, XML, Microsoft SQL Server, Testing, Enterprise Software, Databases, SilkTest, VMware, DOS, SilkTest Automation, Windows, Ruby, PHP
Education
California State University-Chico 1997 — 1999
BS Instructional Technology
California State University-Chico 1989 — 1994
BS Cognitive Psychology
Adora Fong Adora Fong's Advent Software Experience 1997 - 2005
Job CoFounder and Managing Director at Precision Counts
Industry Accounting
Experience
Precision Counts 2015 - Present
BrandGarage 2014 - Present
SearchForce, Inc. 2011 - Present
Octo Sales Consulting, LLC and Arta Holdings, LLC 2008 - Present
CoffeeTable (Real Valuable Corporation) 2012 - 2013
PENSCO Trust Company 2007 - 2009
Advent Software 1997 - 2005
Franklin Templeton Investments 1994 - 1997
Coopers & Lybrand 1991 - 1994
Skills
Accounting, Financial Analysis, Financial Reporting, Portfolio Management, Budgets, Financial Modeling, Sarbanes-Oxley Act, Finance, Cost Accounting, Due Diligence, QuickBooks, Strategic Financial..., GAAP, Start-ups, Mergers
Education
California State University-East Bay
Bachelor of Science - Accounting
Precision Counts 2015 - Present
BrandGarage 2014 - Present
SearchForce, Inc. 2011 - Present
Octo Sales Consulting, LLC and Arta Holdings, LLC 2008 - Present
CoffeeTable (Real Valuable Corporation) 2012 - 2013
PENSCO Trust Company 2007 - 2009
Advent Software 1997 - 2005
Franklin Templeton Investments 1994 - 1997
Coopers & Lybrand 1991 - 1994
Skills
Accounting, Financial Analysis, Financial Reporting, Portfolio Management, Budgets, Financial Modeling, Sarbanes-Oxley Act, Finance, Cost Accounting, Due Diligence, QuickBooks, Strategic Financial..., GAAP, Start-ups, Mergers
Education
California State University-East Bay
Bachelor of Science - Accounting
Reese Hayward's Advent Software Experience September 2013 - March 2015
Job Associate Account Executive
Industry Public Relations and Communications
Experience
MSLGROUP March 2015 - August 2015
Advent Software September 2013 - March 2015
Google February 2013 - September 2013
RUBEE Communications June 2011 - June 2012
Leverage Agency January 2012 - January 2012
Presidio YMCA January 2011 - May 2011
Partnership Healthplan of California May 2010 - August 2010
Skills
Ability to work well in..., Experience Working on..., Expansive knowledge of..., Excellent written and..., Very personalble, Expansive knowledge of..., Proficiency working..., Proficiency in working..., Teamwork, Communication, Fashion, Social Media, Social Media Marketing, Microsoft Office, Advertising, Market Research, Marketing, Public Relations, PowerPoint
Education
University of San Francisco 2008 — 2012
BS, Business Administration; Marketing
Academy of Art University
MSLGROUP March 2015 - August 2015
Advent Software September 2013 - March 2015
Google February 2013 - September 2013
RUBEE Communications June 2011 - June 2012
Leverage Agency January 2012 - January 2012
Presidio YMCA January 2011 - May 2011
Partnership Healthplan of California May 2010 - August 2010
Skills
Ability to work well in..., Experience Working on..., Expansive knowledge of..., Excellent written and..., Very personalble, Expansive knowledge of..., Proficiency working..., Proficiency in working..., Teamwork, Communication, Fashion, Social Media, Social Media Marketing, Microsoft Office, Advertising, Market Research, Marketing, Public Relations, PowerPoint
Education
University of San Francisco 2008 — 2012
BS, Business Administration; Marketing
Academy of Art University
Matthew Eves Matthew Eves's Advent Software Experience February 2010 - December 2012
Job Application Consultant at WorkForce Software
Industry Financial Services
Experience
WorkForce Software December 2012 - Present
Advent Software February 2010 - December 2012
Advent Software January 2010 - June 2012
Matthew Eves - Eves Design July 2009 - December 2009
Skills
Salesforce.com, Problem Solving, Customer Relations, Software Documentation, Customer Service, Trail Running, Business Analysis, Long Distance Running, Running, Dispute Resolution, Troubleshooting, Microsoft SQL Server, Microsoft Office, Java, Databases, Data Analysis, SharePoint, JavaScript, SQL, Enterprise Software, Visio, SaaS, Integration, Requirements Analysis, Software Project...
Education
University of Southern California 2003 — 2008
B.S., Mechanical Engineering
California Polytechnic State University-San Luis Obispo 2008 — 2009
Masters of Business Administration, General Management
WorkForce Software December 2012 - Present
Advent Software February 2010 - December 2012
Advent Software January 2010 - June 2012
Matthew Eves - Eves Design July 2009 - December 2009
Skills
Salesforce.com, Problem Solving, Customer Relations, Software Documentation, Customer Service, Trail Running, Business Analysis, Long Distance Running, Running, Dispute Resolution, Troubleshooting, Microsoft SQL Server, Microsoft Office, Java, Databases, Data Analysis, SharePoint, JavaScript, SQL, Enterprise Software, Visio, SaaS, Integration, Requirements Analysis, Software Project...
Education
University of Southern California 2003 — 2008
B.S., Mechanical Engineering
California Polytechnic State University-San Luis Obispo 2008 — 2009
Masters of Business Administration, General Management
R. Adam Blair R. Adam Blair's Advent Software Experience August 2014 - Present
Job Associate Data Analyst for Advent OnDemand
Industry Computer Software
Experience
Advent Software August 2014 - Present
Hiscox April 2013 - July 2014
Hiscox August 2011 - April 2013
Academy Sports + Outdoors June 2011 - August 2011
Princeton Dental May 2011 - August 2011
Classic Cookie Fundraising Inc December 2010 - May 2011
Georgia Sheriffs' Association (Georgia Youth Homes) May 2008 - July 2010
Nanston Dental Group May 2007 - August 2007
Rubbertrax, Inc. May 2006 - August 2006
Skills
Economics, Microeconomics, Macroeconomics, Economic Forecasting, Business Research and..., Econometric Modeling, SAS/SQL, Gauss, LIMDEP, Financial and..., Microsoft Office, PowerPoint, Excel, Microsoft Excel
Education
Auburn University 2009 — 2010
MS, Economics
Auburn University 2005 — 2009
BS, Economics
Advent Software August 2014 - Present
Hiscox April 2013 - July 2014
Hiscox August 2011 - April 2013
Academy Sports + Outdoors June 2011 - August 2011
Princeton Dental May 2011 - August 2011
Classic Cookie Fundraising Inc December 2010 - May 2011
Georgia Sheriffs' Association (Georgia Youth Homes) May 2008 - July 2010
Nanston Dental Group May 2007 - August 2007
Rubbertrax, Inc. May 2006 - August 2006
Skills
Economics, Microeconomics, Macroeconomics, Economic Forecasting, Business Research and..., Econometric Modeling, SAS/SQL, Gauss, LIMDEP, Financial and..., Microsoft Office, PowerPoint, Excel, Microsoft Excel
Education
Auburn University 2009 — 2010
MS, Economics
Auburn University 2005 — 2009
BS, Economics
Michael Rosinsky Michael Rosinsky's Advent Software Experience September 2010 - February 2014
Job
Industry Investment Management
Experience
Advent Software September 2010 - February 2014
Advent Software April 2006 - September 2010
Advent Software December 2004 - April 2006
Skills
Product Management, Enterprise Software, Software Project..., SaaS, Business Analysis, Data Analysis, Back Office, SWIFT messages, CRM, Investment Performance, Integration, Business Intelligence, Requirements Analysis, Scrum, Software Development, Project Management, Agile Methodologies, SQL
Education
Golden Gate University
M.S. of Finance, Investment Management
Bowling Green State University 2000 — 2004
Bachelor of Science (BS), Finance
Advent Software September 2010 - February 2014
Advent Software April 2006 - September 2010
Advent Software December 2004 - April 2006
Skills
Product Management, Enterprise Software, Software Project..., SaaS, Business Analysis, Data Analysis, Back Office, SWIFT messages, CRM, Investment Performance, Integration, Business Intelligence, Requirements Analysis, Scrum, Software Development, Project Management, Agile Methodologies, SQL
Education
Golden Gate University
M.S. of Finance, Investment Management
Bowling Green State University 2000 — 2004
Bachelor of Science (BS), Finance
Ted Ryan's Advent Software Experience 1998 - 2003
Job Financial Software Pioneer in Advent Geneva Software Servicing the Investment Management Community
Industry Information Technology and Services
Experience
New Ryan Business and Technology Solutions, LLC August 2012 - Present
Ryan Associates 2006 - 2012
Plainfield 2008 - 2010
Ryan Wealth Management Solutions 2003 - 2007
Advent Software 1998 - 2003
PIMCO 2000 - 2001
Ernst & Young 1995 - 1997
Ryan Software 1984 - 1995
Skills
Advent Software, Advent Geneva Software, Geneva Hosting Services, Double Entry Accounting, RSL Development, Financial Software..., Financial Software..., Accounting Software, Technology Solutions, Custom Coding, Software Installation, Hedge Fund Technology, Asset Management..., Private Equity..., On-Site Technology..., Dedicated Technology...
Education
Boston College 1992 — 1995
Doctor of Law (J.D.)
College of the Holy Cross 1986 — 1990
Bachelor of Arts (B.A.)
New Ryan Business and Technology Solutions, LLC August 2012 - Present
Ryan Associates 2006 - 2012
Plainfield 2008 - 2010
Ryan Wealth Management Solutions 2003 - 2007
Advent Software 1998 - 2003
PIMCO 2000 - 2001
Ernst & Young 1995 - 1997
Ryan Software 1984 - 1995
Skills
Advent Software, Advent Geneva Software, Geneva Hosting Services, Double Entry Accounting, RSL Development, Financial Software..., Financial Software..., Accounting Software, Technology Solutions, Custom Coding, Software Installation, Hedge Fund Technology, Asset Management..., Private Equity..., On-Site Technology..., Dedicated Technology...
Education
Boston College 1992 — 1995
Doctor of Law (J.D.)
College of the Holy Cross 1986 — 1990
Bachelor of Arts (B.A.)
Charles Naughton Charles Naughton's Advent Software Experience May 2014 - Present
Job Sr. Business Analyst, Salesforce at Advent Software
Industry Computer Software
Experience
Advent Software May 2014 - Present
Advent Software May 2006 - May 2014
Advent Software March 2009 - April 2014
Advent Software May 2004 - May 2006
Advent Software October 2000 - May 2004
Tickets.com 1993 - 2000
Skills
Program Management, SaaS, Management, Analysis, Enterprise Software, Business Analysis, Business Intelligence, Requirements Analysis, Cloud Computing, CRM, Process Improvement, Project Management, Salesforce.com, Integration, Databases, Software Documentation
Education
California State University-East Bay
BS, Finance, Economics, Business Administration
Advent Software May 2014 - Present
Advent Software May 2006 - May 2014
Advent Software March 2009 - April 2014
Advent Software May 2004 - May 2006
Advent Software October 2000 - May 2004
Tickets.com 1993 - 2000
Skills
Program Management, SaaS, Management, Analysis, Enterprise Software, Business Analysis, Business Intelligence, Requirements Analysis, Cloud Computing, CRM, Process Improvement, Project Management, Salesforce.com, Integration, Databases, Software Documentation
Education
California State University-East Bay
BS, Finance, Economics, Business Administration
Ravi Kathuria, MBA Ravi Kathuria, MBA's Advent Software Experience May 2007 - November 2010
Job Real Estate Syndication, Private Equity, and Investment Management
Industry Investment Management
Experience
First Empire Holdings November 2010 - Present
First Empire Holdings September 2005 - Present
Advent Software May 2007 - November 2010
Ten-Sixty Asset Management May 2004 - July 2005
The Bond Market Association May 2004 - September 2004
Capital Financial Management 2000 - 2002
Capital Financial Management 1998 - 2000
Skills
Investment Management, Portfolio Management, Valuation, Financial Services, Real Estate, Alternative Investments, Asset Managment, Investments, Hedge Funds, Fixed Income, Equities, Manage Client..., Finance, Financial Analysis, Mutual Funds, Securities, Financial Modeling, Economics, Wealth Management, Equity Research, Investment Banking, Derivatives, Asset Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2003 — 2005
Master of Business Administration (M.B.A.), Finance & Investment Management
University of Toledo 1995 — 1998
Bachelor's Degree, Finance (with a Marketing minor)
First Empire Holdings November 2010 - Present
First Empire Holdings September 2005 - Present
Advent Software May 2007 - November 2010
Ten-Sixty Asset Management May 2004 - July 2005
The Bond Market Association May 2004 - September 2004
Capital Financial Management 2000 - 2002
Capital Financial Management 1998 - 2000
Skills
Investment Management, Portfolio Management, Valuation, Financial Services, Real Estate, Alternative Investments, Asset Managment, Investments, Hedge Funds, Fixed Income, Equities, Manage Client..., Finance, Financial Analysis, Mutual Funds, Securities, Financial Modeling, Economics, Wealth Management, Equity Research, Investment Banking, Derivatives, Asset Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2003 — 2005
Master of Business Administration (M.B.A.), Finance & Investment Management
University of Toledo 1995 — 1998
Bachelor's Degree, Finance (with a Marketing minor)
Rob Eber Rob Eber's Advent Software Experience April 2006 - April 2015
Job Senior Corporate Counsel at Splunk
Industry Computer Software
Experience
Splunk April 2015 - Present
Advent Software April 2006 - April 2015
Morrison & Foerster 1999 - 2006
Skills
Licensing, Intellectual Property, Mergers, Mergers & Acquisitions, SaaS, Litigation, Competition Law, Negotiation, Data Privacy, Corporate Governance, Commercial Litigation, Management, Corporate Law, Privacy Law, Software Licensing, Cloud Computing
Education
University of California, Hastings College of the Law 1996 — 1999
Brandeis University 1987 — 1991
BA, Economics
Montclair High School 1983 — 1987
Splunk April 2015 - Present
Advent Software April 2006 - April 2015
Morrison & Foerster 1999 - 2006
Skills
Licensing, Intellectual Property, Mergers, Mergers & Acquisitions, SaaS, Litigation, Competition Law, Negotiation, Data Privacy, Corporate Governance, Commercial Litigation, Management, Corporate Law, Privacy Law, Software Licensing, Cloud Computing
Education
University of California, Hastings College of the Law 1996 — 1999
Brandeis University 1987 — 1991
BA, Economics
Montclair High School 1983 — 1987
Daniel Ching Daniel Ching's Advent Software Experience June 2006 - March 2007
Job Senior Business Consultant
Industry Financial Services
Experience
Eze Software Group April 2007 - Present
Advent Software June 2006 - March 2007
Skills
Requirements Analysis, SQL, Trading Systems, Microsoft SQL Server, Order Management, Financial Modeling, Electronic Trading, Databases, Hedge Funds
Education
California Polytechnic State University-San Luis Obispo 2000 — 2005
B.S., Business Administration
Eze Software Group April 2007 - Present
Advent Software June 2006 - March 2007
Skills
Requirements Analysis, SQL, Trading Systems, Microsoft SQL Server, Order Management, Financial Modeling, Electronic Trading, Databases, Hedge Funds
Education
California Polytechnic State University-San Luis Obispo 2000 — 2005
B.S., Business Administration
Kevin Santos Kevin Santos's Advent Software Experience July 2002 - July 2006
Job Assistant Vice President, Real Estate & Facilities at Exeter Finance Corp
Industry Financial Services
Experience
Exeter Finance Corp August 2012 - Present
Exeter Finance Corp August 2011 - July 2012
Swearingen Realty Group March 2010 - July 2011
Capital Improvement Services December 2008 - September 2009
Lehr Construction Corp. July 2006 - December 2008
Advent Software July 2002 - July 2006
Skills
Contractors, Subcontracting, Facilities Management, Project Bidding, Project Estimation, Real Estate Transactions, Project Coordination, Vendor Management, MS Project, Leases, Corporate Real Estate, Lease Negotiations, Lease Administration, Project Planning, Value Engineering, Contract Management, Strategic Planning, Construction Management, Customer Service, Project Management, Leadership, Management, Negotiation, Process Improvement, Contract Negotiation
Education
New York University 2005 — 2006
Construction Management
City University of New York-Baruch College - Zicklin School of Business
Business Management
Exeter Finance Corp August 2012 - Present
Exeter Finance Corp August 2011 - July 2012
Swearingen Realty Group March 2010 - July 2011
Capital Improvement Services December 2008 - September 2009
Lehr Construction Corp. July 2006 - December 2008
Advent Software July 2002 - July 2006
Skills
Contractors, Subcontracting, Facilities Management, Project Bidding, Project Estimation, Real Estate Transactions, Project Coordination, Vendor Management, MS Project, Leases, Corporate Real Estate, Lease Negotiations, Lease Administration, Project Planning, Value Engineering, Contract Management, Strategic Planning, Construction Management, Customer Service, Project Management, Leadership, Management, Negotiation, Process Improvement, Contract Negotiation
Education
New York University 2005 — 2006
Construction Management
City University of New York-Baruch College - Zicklin School of Business
Business Management
Kathryn Dahl's Advent Software Experience 2000 - 2007
Job Lead Senior Consultant at SunGard Global Services
Industry Financial Services
Experience
SunGard Global Services August 2010 - Present
ByAllAccounts 2010 - 2010
Vestmark 2007 - 2009
Advent Software 2000 - 2007
Barclays Global Investors 1996 - 2000
Investors Bank & Trust 1993 - 1995
Boston Safe Deposit & Trust Company 1991 - 1993
Skills
Requirements Analysis, Trading, Enterprise Software, Troubleshooting, Wealth Management, Financial Services, Back Office, Business Analysis, Financial Risk, Management, Integration, Fixed Income, XML, Process Improvement, SDLC, Cross-functional Team..., Equities, Project Management, Security, SWIFT payments, Account Reconciliation, Product Management, Trading Systems, Corporate Actions, Portfolio Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2006 — 2007
MBA, Finance
Bentley University
Bachelor of Science, Finance
SunGard Global Services August 2010 - Present
ByAllAccounts 2010 - 2010
Vestmark 2007 - 2009
Advent Software 2000 - 2007
Barclays Global Investors 1996 - 2000
Investors Bank & Trust 1993 - 1995
Boston Safe Deposit & Trust Company 1991 - 1993
Skills
Requirements Analysis, Trading, Enterprise Software, Troubleshooting, Wealth Management, Financial Services, Back Office, Business Analysis, Financial Risk, Management, Integration, Fixed Income, XML, Process Improvement, SDLC, Cross-functional Team..., Equities, Project Management, Security, SWIFT payments, Account Reconciliation, Product Management, Trading Systems, Corporate Actions, Portfolio Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2006 — 2007
MBA, Finance
Bentley University
Bachelor of Science, Finance
Christine Everett Christine Everett's Advent Software Experience January 2012 - March 2013
Job HRIS/Compensation Analyst at MGH
Industry Hospital & Health Care
Experience
MGH March 2013 - Present
Advent Software January 2012 - March 2013
Marvell Semiconductor July 2007 - February 2011
Marvell Semiconductor February 1999 - July 2007
NetManage 1997 - 1999
Talent Tree 1995 - 1996
Twentieth Century Fox June 1989 - July 1994
Skills
Applicant Tracking..., HRIS, Onboarding, Deferred Compensation, Talent Acquisition, Personnel Management, Management, Program Management, Employee Relations, Employee Benefits, Benefits Administration, Human Resources, Performance Management, Recruiting, Talent Management
Education
WorldatWork Society of Certified Professionals® 2005 — 2008
CCP, Certified Compensation Professional
UCSC 1994 — 1995
Certificate, Human Resources Management
Boston University 1985 — 1989
BA, Psychology
John F. Kennedy High School
MGH March 2013 - Present
Advent Software January 2012 - March 2013
Marvell Semiconductor July 2007 - February 2011
Marvell Semiconductor February 1999 - July 2007
NetManage 1997 - 1999
Talent Tree 1995 - 1996
Twentieth Century Fox June 1989 - July 1994
Skills
Applicant Tracking..., HRIS, Onboarding, Deferred Compensation, Talent Acquisition, Personnel Management, Management, Program Management, Employee Relations, Employee Benefits, Benefits Administration, Human Resources, Performance Management, Recruiting, Talent Management
Education
WorldatWork Society of Certified Professionals® 2005 — 2008
CCP, Certified Compensation Professional
UCSC 1994 — 1995
Certificate, Human Resources Management
Boston University 1985 — 1989
BA, Psychology
John F. Kennedy High School
Darren Laurien's Advent Software Experience January 2011 - Present
Job Sr. Solutions Architect | Business Analyst at Advent Software
Industry Financial Services
Experience
Advent Software January 2011 - Present
Advent Software January 2007 - January 2011
Advent Software November 2004 - January 2007
Goldman Sachs January 2004 - October 2004
Headstart Advisers 2002 - 2003
Bell Potter Securities 2000 - 2002
Perpetual Limited 1999 - 2000
Skills
Enterprise Software, Consulting, Professional Services, Fixed Income, Portfolio Management, SQL, Equities, Derivatives, Asset Management, Business Analysis, Project Management, Finance, Trading Systems, Financial Services, Risk Management, Hedge Funds, Bloomberg, Mutual Funds, Financial Markets, Alternative Investments, SaaS, Salesforce.com, Electronic Trading, Order Management, Trading, Capital Markets, Back Office, Market Data, Securities, Software Project..., Options, Requirements Analysis, Investment Banking, Investments, CRM, Business Intelligence, FX Options, Product Management, Cloud Computing
Education
City University of New York-Baruch College 2013 — 2014
Master's Degree, Finance, General
Swinburne University of Technology 1997 — 2001
Bachelor's Degree, Finance, General
Advent Software January 2011 - Present
Advent Software January 2007 - January 2011
Advent Software November 2004 - January 2007
Goldman Sachs January 2004 - October 2004
Headstart Advisers 2002 - 2003
Bell Potter Securities 2000 - 2002
Perpetual Limited 1999 - 2000
Skills
Enterprise Software, Consulting, Professional Services, Fixed Income, Portfolio Management, SQL, Equities, Derivatives, Asset Management, Business Analysis, Project Management, Finance, Trading Systems, Financial Services, Risk Management, Hedge Funds, Bloomberg, Mutual Funds, Financial Markets, Alternative Investments, SaaS, Salesforce.com, Electronic Trading, Order Management, Trading, Capital Markets, Back Office, Market Data, Securities, Software Project..., Options, Requirements Analysis, Investment Banking, Investments, CRM, Business Intelligence, FX Options, Product Management, Cloud Computing
Education
City University of New York-Baruch College 2013 — 2014
Master's Degree, Finance, General
Swinburne University of Technology 1997 — 2001
Bachelor's Degree, Finance, General
Srinivas Nookala's Advent Software Experience 1995 - 2003
Job Manager Dev and QA team at Trustwave
Industry Computer Software
Experience
Trustwave February 2015 - Present
Trustwave June 2014 - January 2015
Trustwave March 2014 - June 2014
Cenzic, Inc. February 2004 - March 2014
Advent Software 1995 - 2003
Skills
C++ JavaScript PHP, C#, Java, JavaScript, Agile Methodologies, Software Development, Security, Node.js, Clojure, Unix, Software Engineering
Education
Binghamton University 1991 — 1993
M.S., Computer Science
University of Hyderabad
Bachelor of Technology (B.Tech.), Computer Science
Trustwave February 2015 - Present
Trustwave June 2014 - January 2015
Trustwave March 2014 - June 2014
Cenzic, Inc. February 2004 - March 2014
Advent Software 1995 - 2003
Skills
C++ JavaScript PHP, C#, Java, JavaScript, Agile Methodologies, Software Development, Security, Node.js, Clojure, Unix, Software Engineering
Education
Binghamton University 1991 — 1993
M.S., Computer Science
University of Hyderabad
Bachelor of Technology (B.Tech.), Computer Science
May S Win, CSM, PMP's Advent Software Experience June 2012 - February 2013
Job Problem Solver | Change Agent
Industry Information Technology and Services
Experience
Slalom Consulting September 2013 - Present
DefiniTek Solutions LLC 2009 - Present
Advent Software June 2012 - February 2013
PwC August 2011 - May 2012
First Republic Bank June 2010 - May 2011
First Republic Bank November 2009 - October 2010
Accenture September 2005 - March 2009
Ameriquest Mortgage June 2005 - August 2005
Alorica Inc. September 2004 - June 2005
Jet Propulsion Laboratory (JPL) May 2004 - October 2004
Skills
Oracle E-Business Suite, Business Process..., Shared Service Center, Change Management, Program Management, Data Analysis, Release Management, Full SDLC, Global Implementations, Business Analysis, Vendor Management, Business Process, ERP, Integration, Management, PMO, Software Documentation, Cross-functional Team..., Business Transformation, Project Management, Business Process..., Oracle, Outsourcing, Leadership, Project Planning, Testing, Governance
Education
Arizona State University
Bachelor of Science, Supply Chain Management
Institute of Integrative Nutrition (IIN) 2011 — 2012
Wellness / Nutrition Coach Certificate, Holistic Health
Arizona State University - W. P. Carey School of Business
Slalom Consulting September 2013 - Present
DefiniTek Solutions LLC 2009 - Present
Advent Software June 2012 - February 2013
PwC August 2011 - May 2012
First Republic Bank June 2010 - May 2011
First Republic Bank November 2009 - October 2010
Accenture September 2005 - March 2009
Ameriquest Mortgage June 2005 - August 2005
Alorica Inc. September 2004 - June 2005
Jet Propulsion Laboratory (JPL) May 2004 - October 2004
Skills
Oracle E-Business Suite, Business Process..., Shared Service Center, Change Management, Program Management, Data Analysis, Release Management, Full SDLC, Global Implementations, Business Analysis, Vendor Management, Business Process, ERP, Integration, Management, PMO, Software Documentation, Cross-functional Team..., Business Transformation, Project Management, Business Process..., Oracle, Outsourcing, Leadership, Project Planning, Testing, Governance
Education
Arizona State University
Bachelor of Science, Supply Chain Management
Institute of Integrative Nutrition (IIN) 2011 — 2012
Wellness / Nutrition Coach Certificate, Holistic Health
Arizona State University - W. P. Carey School of Business
Rita Yung's Advent Software Experience March 2014 - Present
Job
Industry Computer Software
Experience
Advent Software March 2014 - Present
Advent Software March 2012 - March 2014
BlackRock January 2011 - March 2012
Fidelity Investments Strategic Advisers, Inc. December 2009 - April 2011
Fidelity Investments Strategic Advisers Technology April 2008 - December 2009
Fidelity Investments Strategic Advisers Technology July 2007 - April 2008
Fidelity Brokerage Company July 2005 - July 2007
Fidelity Brokerage Company July 2003 - July 2005
Fidelity Brokerage Company July 2001 - July 2003
Skills
Data Modeling, Data Warehousing, SDLC, Spotfire, Data Analysis, Agile, Asset Allocation, Asset Management, Systems Analysis, Business Analysis, Portfolio Optimization, PL/SQL, Oracle, Requirements Analysis, Requirements Gathering, Requirements..., Separately Managed..., Securities Lending, Visio, Business Intelligence, Scrum, Agile Methodologies, User Acceptance Testing, Requirement..., Software Development, Enterprise Architecture, Databases, SQL, Testing, XML, PMP, SOA, Web Services, Quality Center, SharePoint, DB2, Agile Project Management, Fixed Income, Test Planning, Waterfall, Unix, Database Design, Software Project..., Financial Services, Business Objects, Solution Architecture, Certified Scrum Product..., Architecture, Analysis, Portfolio Management
Education
Boston University 1996 — 2001
BS
Advent Software March 2014 - Present
Advent Software March 2012 - March 2014
BlackRock January 2011 - March 2012
Fidelity Investments Strategic Advisers, Inc. December 2009 - April 2011
Fidelity Investments Strategic Advisers Technology April 2008 - December 2009
Fidelity Investments Strategic Advisers Technology July 2007 - April 2008
Fidelity Brokerage Company July 2005 - July 2007
Fidelity Brokerage Company July 2003 - July 2005
Fidelity Brokerage Company July 2001 - July 2003
Skills
Data Modeling, Data Warehousing, SDLC, Spotfire, Data Analysis, Agile, Asset Allocation, Asset Management, Systems Analysis, Business Analysis, Portfolio Optimization, PL/SQL, Oracle, Requirements Analysis, Requirements Gathering, Requirements..., Separately Managed..., Securities Lending, Visio, Business Intelligence, Scrum, Agile Methodologies, User Acceptance Testing, Requirement..., Software Development, Enterprise Architecture, Databases, SQL, Testing, XML, PMP, SOA, Web Services, Quality Center, SharePoint, DB2, Agile Project Management, Fixed Income, Test Planning, Waterfall, Unix, Database Design, Software Project..., Financial Services, Business Objects, Solution Architecture, Certified Scrum Product..., Architecture, Analysis, Portfolio Management
Education
Boston University 1996 — 2001
BS
Robert Ruck's Advent Software Experience January 2005 - August 2010
Job Strategic Client Director at SunGard
Industry Computer Software
Experience
SunGard August 2010 - Present
The Forze Group LLC 2011 - 2014
Advent Software January 2005 - August 2010
William Raveis Real Estste August 2003 - January 2005
Omgeo June 2001 - June 2002
State Street Global Advisors April 2000 - June 2001
Thomson Financial June 1991 - April 2000
Skills
Financial Services, Training, Product Management, Account Management, Strategy, Relationship Management, Portia, Equities, Outsourcing, Trading Systems, Professional Services, Business Analysis, Sales, Management, Business Strategy, Vendor Management
Education
University of Massachusetts Boston 1983 — 1987
Bachelor of Arts (B.A.), Economics & Religion
Boston Latin School 1975 — 1981
SunGard August 2010 - Present
The Forze Group LLC 2011 - 2014
Advent Software January 2005 - August 2010
William Raveis Real Estste August 2003 - January 2005
Omgeo June 2001 - June 2002
State Street Global Advisors April 2000 - June 2001
Thomson Financial June 1991 - April 2000
Skills
Financial Services, Training, Product Management, Account Management, Strategy, Relationship Management, Portia, Equities, Outsourcing, Trading Systems, Professional Services, Business Analysis, Sales, Management, Business Strategy, Vendor Management
Education
University of Massachusetts Boston 1983 — 1987
Bachelor of Arts (B.A.), Economics & Religion
Boston Latin School 1975 — 1981
Tracy (Hua) Xie, CPA's Advent Software Experience November 2002 - February 2003
Job Controller at Sentons
Industry Accounting
Experience
Sentons February 2014 - Present
Huddler.com August 2012 - February 2014
Telegent Systems 2006 - 2011
Juniper Networks, Inc. 2004 - 2006
Juniper Networks, Inc. 2003 - 2004
Advent Software November 2002 - February 2003
Deloitte & Touche LLP 1999 - 2002
Sony (HK) Corporation 1994 - 1996
Skills
GAAP, Financial Accounting, Financial Reporting, Financial Analysis, Consolidation, General Ledger, Forecasting, Revenue Recognition, Internal Controls, Process Improvement, Accounting, Auditing, US GAAP, Account Reconciliation, Mergers & Acquisitions, Finance, SEC filings
Education
Seton Hall University 1996 — 1999
MBA, Accounting
Beijing Jiaotong University
BS, Management Information Systems
Sentons February 2014 - Present
Huddler.com August 2012 - February 2014
Telegent Systems 2006 - 2011
Juniper Networks, Inc. 2004 - 2006
Juniper Networks, Inc. 2003 - 2004
Advent Software November 2002 - February 2003
Deloitte & Touche LLP 1999 - 2002
Sony (HK) Corporation 1994 - 1996
Skills
GAAP, Financial Accounting, Financial Reporting, Financial Analysis, Consolidation, General Ledger, Forecasting, Revenue Recognition, Internal Controls, Process Improvement, Accounting, Auditing, US GAAP, Account Reconciliation, Mergers & Acquisitions, Finance, SEC filings
Education
Seton Hall University 1996 — 1999
MBA, Accounting
Beijing Jiaotong University
BS, Management Information Systems
Anne Bacon's Advent Software Experience 1997 - 2001
Job Nurse Clinician at Johns Hopkins Hospital
Industry Hospital & Health Care
Experience
Johns Hopkins Hospital September 2006 - Present
Advent Software 1997 - 2001
Marine Mammal Commission April 1991 - December 1995
Skills
ACLS, BLS, Healthcare, Inpatient, Patient Safety, Acute Care, Epic Systems, Healthcare Management, Clinical Research, EHR, Healthcare Information..., Informatics, Public Health
Education
The Johns Hopkins University 2005 — 2006
Bachelor of Science (BS), Registered Nursing/Registered Nurse
American University
Master of Arts (M.A.), Economics
James Madison University
Bachelor of Business Administration (B.B.A.), Economics
Johns Hopkins Hospital September 2006 - Present
Advent Software 1997 - 2001
Marine Mammal Commission April 1991 - December 1995
Skills
ACLS, BLS, Healthcare, Inpatient, Patient Safety, Acute Care, Epic Systems, Healthcare Management, Clinical Research, EHR, Healthcare Information..., Informatics, Public Health
Education
The Johns Hopkins University 2005 — 2006
Bachelor of Science (BS), Registered Nursing/Registered Nurse
American University
Master of Arts (M.A.), Economics
James Madison University
Bachelor of Business Administration (B.B.A.), Economics
Nino Sani's Advent Software Experience 2000 - 2004
Job at Accusource LLC
Industry Financial Services
Experience
Accusource LLC March 2012 - Present
Credit Suisse March 2008 - March 2012
Advent Software 2000 - 2004
HJW Geospacial November 1997 - November 1999
Skills
SaaS, Financial Services, Asset Managment, Process Improvement, SQL, Integration, Data Management, Vendor Management, Equities, Quality Assurance, Fixed Income, Hedge Funds, Asset Management, SharePoint
Education
UCL 2004 — 2005
MSc
California Polytechnic State University-San Luis Obispo 1992 — 1997
BS
Accusource LLC March 2012 - Present
Credit Suisse March 2008 - March 2012
Advent Software 2000 - 2004
HJW Geospacial November 1997 - November 1999
Skills
SaaS, Financial Services, Asset Managment, Process Improvement, SQL, Integration, Data Management, Vendor Management, Equities, Quality Assurance, Fixed Income, Hedge Funds, Asset Management, SharePoint
Education
UCL 2004 — 2005
MSc
California Polytechnic State University-San Luis Obispo 1992 — 1997
BS
Karen Lian's Advent Software Experience May 2009 - February 2012
Job Business Analyst / Project Manager
Industry Computer Software
Experience
Advent Software May 2009 - February 2012
Advent Software January 2007 - May 2009
Sungard Futures Systems 2004 - 2006
Fuji English School January 2003 - July 2004
Advanced Micro Devices 2001 - 2001
Hewlett-Packard 1999 - 2000
Skills
Languages: English,..., SDLC, Product Lifecycle..., Trade Life Cycle, Data, Analysis, Strategy, Project Management, Event Management, Change Management, Business Process..., Business Analysis
Education
San Jose State University
B.S., Management Information Systems
Berklee College of Music 2012 — 2014
Online Courses, Music Business & Production
Gotham Writer's Workshop 2011 — 2014
Writing
The Chicago School of Professional Psychology 2011 — 2011
I/O Industrial & Organizational Psychology
Mandarin Daily Chinese Courses 2012 — 2012
Sendagaya Japanese Language Institute 2003 — 2004
Japanese
Advent Software May 2009 - February 2012
Advent Software January 2007 - May 2009
Sungard Futures Systems 2004 - 2006
Fuji English School January 2003 - July 2004
Advanced Micro Devices 2001 - 2001
Hewlett-Packard 1999 - 2000
Skills
Languages: English,..., SDLC, Product Lifecycle..., Trade Life Cycle, Data, Analysis, Strategy, Project Management, Event Management, Change Management, Business Process..., Business Analysis
Education
San Jose State University
B.S., Management Information Systems
Berklee College of Music 2012 — 2014
Online Courses, Music Business & Production
Gotham Writer's Workshop 2011 — 2014
Writing
The Chicago School of Professional Psychology 2011 — 2011
I/O Industrial & Organizational Psychology
Mandarin Daily Chinese Courses 2012 — 2012
Sendagaya Japanese Language Institute 2003 — 2004
Japanese
Mark Walseth's Advent Software Experience April 2014 - Present
Job
Industry Financial Services
Experience
Advent Software April 2014 - Present
Advent Software December 2012 - March 2014
Advent Software January 2010 - December 2012
Advent Software August 2008 - January 2010
Advent Software September 2007 - August 2008
Skills
Business Analysis, Requirements Analysis, Project Management, Process Improvement, Data Analysis, Salesforce.com, Management, Integration, SaaS, CRM, Product Management, Enterprise Software, Business Intelligence, Analytics, Professional Services, Software Project..., Cloud Computing, Cross-functional Team...
Education
California Polytechnic State University-San Luis Obispo 2002 — 2007
B.S., Finance, Marketing
Advent Software April 2014 - Present
Advent Software December 2012 - March 2014
Advent Software January 2010 - December 2012
Advent Software August 2008 - January 2010
Advent Software September 2007 - August 2008
Skills
Business Analysis, Requirements Analysis, Project Management, Process Improvement, Data Analysis, Salesforce.com, Management, Integration, SaaS, CRM, Product Management, Enterprise Software, Business Intelligence, Analytics, Professional Services, Software Project..., Cloud Computing, Cross-functional Team...
Education
California Polytechnic State University-San Luis Obispo 2002 — 2007
B.S., Finance, Marketing
Yhohan Chung's Advent Software Experience July 2007 - Present
Job Sr. Interface Manager at Advent Software
Industry Information Technology and Services
Experience
Advent Software July 2007 - Present
Education
Boston College 2000 — 2004
Advent Software July 2007 - Present
Education
Boston College 2000 — 2004
Andrew Flurry's Advent Software Experience January 1997 - June 2000
Job Business Solutions Analyst long term contract at TPG
Industry Financial Services
Experience
TPG January 2011 - Present
Emery Howard Advisors June 2008 - October 2010
S&Y Asset Management, Inc May 2004 - June 2008
Robertson Stephens, Inc. June 2000 - January 2003
Advent Software January 1997 - June 2000
Education
Amherst College 1989 — 1994
TPG January 2011 - Present
Emery Howard Advisors June 2008 - October 2010
S&Y Asset Management, Inc May 2004 - June 2008
Robertson Stephens, Inc. June 2000 - January 2003
Advent Software January 1997 - June 2000
Education
Amherst College 1989 — 1994
LaToya Naughton's Advent Software Experience July 2002 - April 2005
Job Senior Contract Negotiator at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman August 2012 - Present
Thomson Reuters 2008 - Present
Thomson Financial LLC, a Thomson Reuters company April 2005 - August 2012
Thomson Financial 2005 - August 2012
Advent Software July 2002 - April 2005
MicroEdge 1999 - 2001
Integrated Decision Systems 1996 - 1999
Skills
Relationship Management, Account Management, Contract Negotiation, CRM, Sales, Forecasting, Negotiation, Sales Management, Salesforce.com, Enterprise Software, Contract Management, Financial Analysis, Sales Operations, Strategic Partnerships, Vendor Management, Solution Selling, Product Management, Customer Service, Training, Strategy
Education
City University of New York-Baruch College 1999 — 2002
B.A., Corporate Communications
Mount Ida College 1994 — 1996
A.A.S, Communications
Brown Brothers Harriman August 2012 - Present
Thomson Reuters 2008 - Present
Thomson Financial LLC, a Thomson Reuters company April 2005 - August 2012
Thomson Financial 2005 - August 2012
Advent Software July 2002 - April 2005
MicroEdge 1999 - 2001
Integrated Decision Systems 1996 - 1999
Skills
Relationship Management, Account Management, Contract Negotiation, CRM, Sales, Forecasting, Negotiation, Sales Management, Salesforce.com, Enterprise Software, Contract Management, Financial Analysis, Sales Operations, Strategic Partnerships, Vendor Management, Solution Selling, Product Management, Customer Service, Training, Strategy
Education
City University of New York-Baruch College 1999 — 2002
B.A., Corporate Communications
Mount Ida College 1994 — 1996
A.A.S, Communications
JD Patton's Advent Software Experience April 2010 - Present
Job Maintenance Renewals Specialist at Advent Software
Industry Financial Services
Experience
Advent Software April 2010 - Present
Advent Software March 2008 - April 2010
St Lukes Lutheran School August 2005 - August 2007
Skills
Salesforce.com, Sales Operations, Strategy, Business Development, Management, SaaS, Cross-functional Team..., CRM, Sales, Cloud Computing, Portfolio Management, Leadership, Account Management, Contract Negotiation, Enterprise Software, Product Management, Entrepreneurship, Finance, Program Management, Customer Service, Tableau, R
Education
Babson College - Franklin W. Olin Graduate School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Business Analytics
UC Berkeley Extension 2009 — 2012
Certificate in Accounting, Financial and Business Analysts Specialization
University of Virginia 2000 — 2005
BA/MS, Bachelors in Econ / Masters in Elementary Education
Woodberry Forest School 1998 — 2001
Advent Software April 2010 - Present
Advent Software March 2008 - April 2010
St Lukes Lutheran School August 2005 - August 2007
Skills
Salesforce.com, Sales Operations, Strategy, Business Development, Management, SaaS, Cross-functional Team..., CRM, Sales, Cloud Computing, Portfolio Management, Leadership, Account Management, Contract Negotiation, Enterprise Software, Product Management, Entrepreneurship, Finance, Program Management, Customer Service, Tableau, R
Education
Babson College - Franklin W. Olin Graduate School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Business Analytics
UC Berkeley Extension 2009 — 2012
Certificate in Accounting, Financial and Business Analysts Specialization
University of Virginia 2000 — 2005
BA/MS, Bachelors in Econ / Masters in Elementary Education
Woodberry Forest School 1998 — 2001
Jon Kaplan's Advent Software Experience 2010 - 2012
Job Director, Customer Success at Badgeville
Industry Information Technology and Services
Experience
Badgeville October 2014 - Present
Badgeville January 2014 - October 2014
Badgeville April 2013 - October 2014
Autonomy, an HP company 2012 - 2013
Advent Software 2010 - 2012
State Street Global Markets 2008 - 2010
State Street Global Markets 2006 - 2008
State Street Corporation 2004 - 2006
E.S. Originals Branded Group/Roots Footwear 2002 - 2003
The Rockport Company 1999 - 2000
Skills
Account Management, Business Analysis, Customer Service, New Business Development, Problem Solving, Analysis, Microsoft Office, Team Building, Relationship Management, Project Planning, Technology Management, Manage Client..., Business Process..., Dispute Resolution, Logistics, Infrastructure..., Product Development, Software Implementation, Troubleshooting, Client Onboarding, Process Improvement, Cross-functional Team..., Management, Enterprise Software, Integration, Training, Business Strategy, Software Documentation, CRM, Strategy, Project Management, Operations Management, SaaS, Strategic Planning, Vendor Management, Product Management, Salesforce.com, Cloud Computing, Business Intelligence, Solution Selling
Education
Babson College - Franklin W. Olin Graduate School of Business 2011 — 2014
Master of Business Administration (M.B.A.), Magna Cum Laude
Wentworth Institute of Technology 1998 — 2002
Technology Management, Business, IT, Client Relationships
Badgeville October 2014 - Present
Badgeville January 2014 - October 2014
Badgeville April 2013 - October 2014
Autonomy, an HP company 2012 - 2013
Advent Software 2010 - 2012
State Street Global Markets 2008 - 2010
State Street Global Markets 2006 - 2008
State Street Corporation 2004 - 2006
E.S. Originals Branded Group/Roots Footwear 2002 - 2003
The Rockport Company 1999 - 2000
Skills
Account Management, Business Analysis, Customer Service, New Business Development, Problem Solving, Analysis, Microsoft Office, Team Building, Relationship Management, Project Planning, Technology Management, Manage Client..., Business Process..., Dispute Resolution, Logistics, Infrastructure..., Product Development, Software Implementation, Troubleshooting, Client Onboarding, Process Improvement, Cross-functional Team..., Management, Enterprise Software, Integration, Training, Business Strategy, Software Documentation, CRM, Strategy, Project Management, Operations Management, SaaS, Strategic Planning, Vendor Management, Product Management, Salesforce.com, Cloud Computing, Business Intelligence, Solution Selling
Education
Babson College - Franklin W. Olin Graduate School of Business 2011 — 2014
Master of Business Administration (M.B.A.), Magna Cum Laude
Wentworth Institute of Technology 1998 — 2002
Technology Management, Business, IT, Client Relationships
Joseph Sniezek's Advent Software Experience February 2011 - September 2012
Job Interaction Designer at Red Hat
Industry Computer Software
Experience
Red Hat September 2012 - Present
Advent Software February 2011 - September 2012
If I Were President April 2012 - April 2012
Draper Laboratory November 2007 - January 2011
Mercury 2005 - 2006
Skills
C#, User Experience, Agile Methodologies, User Interface Design, Software Engineering, Wireframes, Web Design, Usability Testing, User-centered Design, Information Architecture, Human Computer..., User Interface, Usability, Interaction Design, Heuristic Evaluation, User Research
Education
Bentley University 2010 — 2013
Master's Degree, Human Factors in Information Design
University of Massachusetts at Lowell 2004 — 2007
BS, Computer Engineering (with Sound Recording Technology minor)
Red Hat September 2012 - Present
Advent Software February 2011 - September 2012
If I Were President April 2012 - April 2012
Draper Laboratory November 2007 - January 2011
Mercury 2005 - 2006
Skills
C#, User Experience, Agile Methodologies, User Interface Design, Software Engineering, Wireframes, Web Design, Usability Testing, User-centered Design, Information Architecture, Human Computer..., User Interface, Usability, Interaction Design, Heuristic Evaluation, User Research
Education
Bentley University 2010 — 2013
Master's Degree, Human Factors in Information Design
University of Massachusetts at Lowell 2004 — 2007
BS, Computer Engineering (with Sound Recording Technology minor)
Katherine Pearce's Advent Software Experience January 2013 - Present
Job Senior Director, Solutions Consulting at Advent Software
Industry Investment Management
Experience
Advent Software January 2013 - Present
Advent Software January 2007 - January 2013
Citi Global Prime Brokerage Services January 2000 - 2005
Advent Software January 1998 - January 2000
Skills
Enterprise Software, Fixed Income, Trading Systems, Hedge Funds, Portfolio Management, Business Analysis, Financial Services, SaaS, Asset Management, Order Management, Salesforce.com, Equities, Electronic Trading, Capital Markets, Alternative Investments, Back Office, Market Data, CRM, Derivatives
Education
Stevens Institute of Technology 2011 — 2013
Master's Degree, Information Systems with a Business Concentration, 3.8
American University 1988 — 1992
BA, Political Science
Advent Software January 2013 - Present
Advent Software January 2007 - January 2013
Citi Global Prime Brokerage Services January 2000 - 2005
Advent Software January 1998 - January 2000
Skills
Enterprise Software, Fixed Income, Trading Systems, Hedge Funds, Portfolio Management, Business Analysis, Financial Services, SaaS, Asset Management, Order Management, Salesforce.com, Equities, Electronic Trading, Capital Markets, Alternative Investments, Back Office, Market Data, CRM, Derivatives
Education
Stevens Institute of Technology 2011 — 2013
Master's Degree, Information Systems with a Business Concentration, 3.8
American University 1988 — 1992
BA, Political Science
Sean O'Mara's Advent Software Experience 1996 - 2000
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan October 2012 - Present
Paladyne Systems, Inc. August 2009 - September 2012
UBS Investment Bank April 2005 - August 2009
Lehman Brothers 2003 - 2005
Deutsche Bank Securities 2000 - 2003
Advent Software 1996 - 2000
Skills
Hedge Funds, Alternative Investments, Bloomberg, Capital Markets, Derivatives, Electronic Trading, Equities, FINRA, Financial Markets, Financial Services, Fixed Income, Options, Portfolio Management, Prime Brokerage, Securities, Series 63, Series 7, Strategic Partnerships, Trading, Trading Systems, Back Office
Education
Adelphi University
M.B.A
Hofstra University
B.B.A
J.P. Morgan October 2012 - Present
Paladyne Systems, Inc. August 2009 - September 2012
UBS Investment Bank April 2005 - August 2009
Lehman Brothers 2003 - 2005
Deutsche Bank Securities 2000 - 2003
Advent Software 1996 - 2000
Skills
Hedge Funds, Alternative Investments, Bloomberg, Capital Markets, Derivatives, Electronic Trading, Equities, FINRA, Financial Markets, Financial Services, Fixed Income, Options, Portfolio Management, Prime Brokerage, Securities, Series 63, Series 7, Strategic Partnerships, Trading, Trading Systems, Back Office
Education
Adelphi University
M.B.A
Hofstra University
B.B.A
Fareed Shaik's Advent Software Experience May 2006 - March 2007
Job IT Project Manager, Cisco Systems
Industry Information Technology and Services
Experience
Cisco Systems April 2007 - Present
Advent Software May 2006 - March 2007
Bearing Point May 2004 - October 2004
TAJSOFTECH January 2001 - January 2003
Sun Microsystems 1997 - 2001
Sun Microsystems 1997 - 2001
Group ipex 1995 - 2000
Skills
Oracle Applications, Virtual Teams, Release Management, Oracle, CRM, IT Strategy, ITIL, Oracle E-Business Suite, PMP, Software Project..., SDLC, Vendor Management, Program Management, ERP, Integration, Project Management, Business Process, Unix, PL/SQL, Requirements Analysis, Business Analysis
Education
Kakatiya University 1984 — 1987
Bachelor of Science (B.S.)
Dakshina Bharat Hindi Prachar Sabha
MCA
Cisco Systems April 2007 - Present
Advent Software May 2006 - March 2007
Bearing Point May 2004 - October 2004
TAJSOFTECH January 2001 - January 2003
Sun Microsystems 1997 - 2001
Sun Microsystems 1997 - 2001
Group ipex 1995 - 2000
Skills
Oracle Applications, Virtual Teams, Release Management, Oracle, CRM, IT Strategy, ITIL, Oracle E-Business Suite, PMP, Software Project..., SDLC, Vendor Management, Program Management, ERP, Integration, Project Management, Business Process, Unix, PL/SQL, Requirements Analysis, Business Analysis
Education
Kakatiya University 1984 — 1987
Bachelor of Science (B.S.)
Dakshina Bharat Hindi Prachar Sabha
MCA
William Tseng's Advent Software Experience October 2013 - June 2015
Job Customer Success Manager at ThinkTank Collaboration Software
Industry Investment Management
Experience
ThinkTank Collaboration Software June 2015 - Present
Advent Software October 2013 - June 2015
Advent Software May 2011 - October 2013
Matrix Asset Advisors, Inc. September 2006 - May 2011
Matrix Asset Advisors, Inc. September 2004 - September 2006
Skills
Fixed Income, Portfolio Management, Hedge Funds, Asset Management, Equities, Electronic Trading, Bloomberg, Securities, Trading Systems, Back Office, Alternative Investments, Investment Management, Mutual Funds, Derivatives, Financial Markets, Business Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management 2000 — 2004
BS, Finance and Accounting
Tappan Zee High School 1996 — 2000
ThinkTank Collaboration Software June 2015 - Present
Advent Software October 2013 - June 2015
Advent Software May 2011 - October 2013
Matrix Asset Advisors, Inc. September 2006 - May 2011
Matrix Asset Advisors, Inc. September 2004 - September 2006
Skills
Fixed Income, Portfolio Management, Hedge Funds, Asset Management, Equities, Electronic Trading, Bloomberg, Securities, Trading Systems, Back Office, Alternative Investments, Investment Management, Mutual Funds, Derivatives, Financial Markets, Business Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management 2000 — 2004
BS, Finance and Accounting
Tappan Zee High School 1996 — 2000
Samuel Donat's Advent Software Experience June 2000 - May 2005
Job Technology Manager
Industry Financial Services
Experience
Millennium Partners March 2013 - Present
SAC Capital September 2006 - March 2013
Amaranth Group Inc. 2005 - 2006
Advent Software June 2000 - May 2005
Skills
Hedge Funds, Fixed Income, Derivatives, Equities, Electronic Trading, Credit Derivatives, C#, Bloomberg, Trading, SQL, Options, Market Data, Microsoft SQL Server, Portfolio Management, Asset Managment, Agile Methodologies, WPF, WCF, Software Development, Equity Derivatives, Alternative Investments
Education
California State University-Chico 1995 — 2000
BS, Computer Science
Millennium Partners March 2013 - Present
SAC Capital September 2006 - March 2013
Amaranth Group Inc. 2005 - 2006
Advent Software June 2000 - May 2005
Skills
Hedge Funds, Fixed Income, Derivatives, Equities, Electronic Trading, Credit Derivatives, C#, Bloomberg, Trading, SQL, Options, Market Data, Microsoft SQL Server, Portfolio Management, Asset Managment, Agile Methodologies, WPF, WCF, Software Development, Equity Derivatives, Alternative Investments
Education
California State University-Chico 1995 — 2000
BS, Computer Science
Hector Acosta's Advent Software Experience 1997 - 2002
Job Digital Channels
Industry Information Technology and Services
Experience
Wells Fargo May 2013 - Present
Terremark December 2011 - September 2012
Xoom Corporation January 2011 - September 2011
UCSF February 2010 - January 2011
Attributor May 2009 - July 2009
Oracle 2008 - 2009
BEA Systems (acquired by Oracle) 2005 - 2008
Plumtree Software (acquired by BEA Systems) 2003 - 2005
Advent Software 1997 - 2002
Skills
Cloud Computing, Enterprise Software, Management, Recruiting, SaaS, Program Management, Product Management, Business Analysis, Contract Negotiation, Vendor Management, CRM, Process Improvement, Telecommunications, Quality Assurance, Cross-functional Team..., System Administration, Salesforce.com, Agile Methodologies, Business Intelligence, Software Project..., Start-ups, Software Development, Requirements Analysis, Strategy, SDLC, Professional Services, Enterprise Architecture, Analytics, Team Leadership, Integration, Data Center
Education
California State University-Chico
Wells Fargo May 2013 - Present
Terremark December 2011 - September 2012
Xoom Corporation January 2011 - September 2011
UCSF February 2010 - January 2011
Attributor May 2009 - July 2009
Oracle 2008 - 2009
BEA Systems (acquired by Oracle) 2005 - 2008
Plumtree Software (acquired by BEA Systems) 2003 - 2005
Advent Software 1997 - 2002
Skills
Cloud Computing, Enterprise Software, Management, Recruiting, SaaS, Program Management, Product Management, Business Analysis, Contract Negotiation, Vendor Management, CRM, Process Improvement, Telecommunications, Quality Assurance, Cross-functional Team..., System Administration, Salesforce.com, Agile Methodologies, Business Intelligence, Software Project..., Start-ups, Software Development, Requirements Analysis, Strategy, SDLC, Professional Services, Enterprise Architecture, Analytics, Team Leadership, Integration, Data Center
Education
California State University-Chico
Srinivasa Kaundinya Balemarthy's Advent Software Experience January 2010 - December 2012
Job Senior Developer at ROAM Data, Inc
Industry Information Technology and Services
Experience
Ingenico Group December 2012 - Present
Advent Software January 2010 - December 2012
L1 Identity Solutions May 2008 - January 2010
Blue Cod Technologies 2006 - 2008
Plymouth Rock Assurance 2005 - 2006
HP Software April 2003 - April 2005
ISO 2001 - 2003
Kemper Environmental 1999 - 2001
HOPE 1996 - 1999
Skills
Web Services, C#, .NET, Software Development, Microsoft SQL Server, Programming, XML, Quality Assurance, ASP.NET MVC, WCF, JavaScript, ASP.NET, SOA, Visual Studio, Agile Methodologies
Education
Bangalore University 1991 — 1995
BS, Engineering
St Xavier School New Delhi
Ingenico Group December 2012 - Present
Advent Software January 2010 - December 2012
L1 Identity Solutions May 2008 - January 2010
Blue Cod Technologies 2006 - 2008
Plymouth Rock Assurance 2005 - 2006
HP Software April 2003 - April 2005
ISO 2001 - 2003
Kemper Environmental 1999 - 2001
HOPE 1996 - 1999
Skills
Web Services, C#, .NET, Software Development, Microsoft SQL Server, Programming, XML, Quality Assurance, ASP.NET MVC, WCF, JavaScript, ASP.NET, SOA, Visual Studio, Agile Methodologies
Education
Bangalore University 1991 — 1995
BS, Engineering
St Xavier School New Delhi
Nazreen Hashim's Advent Software Experience September 2006 - March 2014
Job Test Automation Engineer at Workday
Industry Computer Software
Experience
Workday March 2014 - Present
Advent Software September 2006 - March 2014
Advent Software January 2001 - December 2003
LogiGear Corporation June 2000 - October 2000
Comple Tech January 2000 - June 2000
Skills
Test Automation, Agile Methodologies, Scrum, Requirements Analysis, Software Project..., Software Quality..., Test Planning, JIRA, Quality Assurance, C#, SQL, Web Services, Unix, Software Engineering, XML
Education
Bharathiar University 1994 — 1998
Bachelors, Computer Science Engineering
Workday March 2014 - Present
Advent Software September 2006 - March 2014
Advent Software January 2001 - December 2003
LogiGear Corporation June 2000 - October 2000
Comple Tech January 2000 - June 2000
Skills
Test Automation, Agile Methodologies, Scrum, Requirements Analysis, Software Project..., Software Quality..., Test Planning, JIRA, Quality Assurance, C#, SQL, Web Services, Unix, Software Engineering, XML
Education
Bharathiar University 1994 — 1998
Bachelors, Computer Science Engineering
Bob Comerford's Advent Software Experience January 2006 - December 2007
Job Sales Representative at LiveVox
Industry Computer Software
Experience
LiveVox June 2010 - Present
NetSuite July 2008 - May 2010
Advent Software January 2006 - December 2007
Thomson Financial August 2004 - January 2006
Advent Software October 2001 - August 2004
Merrill Lynch March 2000 - April 2001
Banc of America Securities July 1998 - March 2000
Education
Amherst College 1994 — 1998
BA, Political Science and Spanish
University of Alicante, Spain 1996 — 1996
Spanish literature, history, art and international relations
LiveVox June 2010 - Present
NetSuite July 2008 - May 2010
Advent Software January 2006 - December 2007
Thomson Financial August 2004 - January 2006
Advent Software October 2001 - August 2004
Merrill Lynch March 2000 - April 2001
Banc of America Securities July 1998 - March 2000
Education
Amherst College 1994 — 1998
BA, Political Science and Spanish
University of Alicante, Spain 1996 — 1996
Spanish literature, history, art and international relations
Mayra Menendez, PMP, CFE, CAMS's Advent Software Experience 2000 - 2003
Job VP Compliance Manager at JPMorgan Chase
Industry Accounting
Experience
JPMorgan Chase March 2012 - Present
PwC July 2005 - March 2012
American Stock Exchange 2003 - 2005
Advent Software 2000 - 2003
Skills
Business Analysis, Risk Management, Hedge Funds, Analysis, Databases, SDLC, Business Intelligence, Business Process, Process Improvement, Enterprise Risk..., Microsoft Excel, ERP, Governance, Software Project..., IT Strategy, Management Consulting, Requirements Gathering, Program Management, Financial Modeling
Education
City University of New York-Baruch College - Zicklin School of Business 2000 — 2003
Master of Business Administration (MBA), Management Information Systems
Hunter College 1994 — 1998
Bachelor's degree, Accounting
JPMorgan Chase March 2012 - Present
PwC July 2005 - March 2012
American Stock Exchange 2003 - 2005
Advent Software 2000 - 2003
Skills
Business Analysis, Risk Management, Hedge Funds, Analysis, Databases, SDLC, Business Intelligence, Business Process, Process Improvement, Enterprise Risk..., Microsoft Excel, ERP, Governance, Software Project..., IT Strategy, Management Consulting, Requirements Gathering, Program Management, Financial Modeling
Education
City University of New York-Baruch College - Zicklin School of Business 2000 — 2003
Master of Business Administration (MBA), Management Information Systems
Hunter College 1994 — 1998
Bachelor's degree, Accounting
Tamilselvi Pasumalaithevan's Advent Software Experience
Job Software Professional at Advent Software
Industry Financial Services
Experience
Advent Software
Skills
Requirements Analysis, Software Project..., Software Development, Project Management, SQL, Process Improvement, Management, Microsoft SQL Server
Education
Anna University 1996 — 2000
Advent Software
Skills
Requirements Analysis, Software Project..., Software Development, Project Management, SQL, Process Improvement, Management, Microsoft SQL Server
Education
Anna University 1996 — 2000
matthew winkelmann's Advent Software Experience March 2012 - Present
Job Software Engineer at Advent Software
Industry Computer Software
Experience
Advent Software March 2012 - Present
Advent Software July 2004 - March 2011
Skills
Agile Methodologies, SQL, Scrum, Test Automation, Enterprise Software, Microsoft SQL Server, Software Quality..., Software Development, C#, Testing, JIRA
Education
Bucknell University 1991 — 1995
BA, Economics
Bucknell University 1991 — 1995
Bachelor of Arts (BA), Economics
Advent Software March 2012 - Present
Advent Software July 2004 - March 2011
Skills
Agile Methodologies, SQL, Scrum, Test Automation, Enterprise Software, Microsoft SQL Server, Software Quality..., Software Development, C#, Testing, JIRA
Education
Bucknell University 1991 — 1995
BA, Economics
Bucknell University 1991 — 1995
Bachelor of Arts (BA), Economics
Ryan Kimble's Advent Software Experience January 2014 - Present
Job Sr. Application Engineer at Advent Software
Industry Biotechnology
Experience
Advent Software January 2014 - Present
Bracket February 2012 - January 2014
United BioSource Corporation December 2011 - February 2012
United BioSource Corporation June 2009 - December 2010
Diamics January 2005 - June 2009
Molecular Diagnostics January 2004 - January 2005
Skills
Process Improvement, Project Planning, Quality Assurance, SDLC, Software Development, Management, Medical Devices, Strategy, CRM, Business Development, Team Management, Quality System, Clinical Trials, Validation, Biotechnology, Pharmaceutical Industry, Software Documentation, Cross-functional Team..., Project Management, Agile Methodologies
Education
Beloit College 1996 — 2000
Bachelor of Science (B.S.), Molecular Biology
University of California, Berkeley
Engineering
Advent Software January 2014 - Present
Bracket February 2012 - January 2014
United BioSource Corporation December 2011 - February 2012
United BioSource Corporation June 2009 - December 2010
Diamics January 2005 - June 2009
Molecular Diagnostics January 2004 - January 2005
Skills
Process Improvement, Project Planning, Quality Assurance, SDLC, Software Development, Management, Medical Devices, Strategy, CRM, Business Development, Team Management, Quality System, Clinical Trials, Validation, Biotechnology, Pharmaceutical Industry, Software Documentation, Cross-functional Team..., Project Management, Agile Methodologies
Education
Beloit College 1996 — 2000
Bachelor of Science (B.S.), Molecular Biology
University of California, Berkeley
Engineering
Mike Plausky's Advent Software Experience March 2006 - February 2012
Job Product Development / Product Management / Business Analyst
Industry Computer Software
Experience
SunGard Financial Systems March 2012 - Present
Advent Software March 2006 - February 2012
Scudder Investments 2000 - 2006
Skills
Hedge Funds, Mutual Funds, Business Analysis, Product Development, Alternative Investments, Requirements Analysis, Trading Systems
Education
Bentley College
BS, Finance
SunGard Financial Systems March 2012 - Present
Advent Software March 2006 - February 2012
Scudder Investments 2000 - 2006
Skills
Hedge Funds, Mutual Funds, Business Analysis, Product Development, Alternative Investments, Requirements Analysis, Trading Systems
Education
Bentley College
BS, Finance
Patty Calhoon's Advent Software Experience September 1989 - October 1993
Job Business Mgr at DIBroker
Industry Insurance
Experience
DIBroker September 2001 - Present
Advent Software September 1989 - October 1993
Skills
Insurance, Disability Insurance, Life Insurance, Long-term Care, Underwriting, Term Life Insurance, Employee Benefits, Critical Illness, Sales Management, Fixed Annuities, Sales, Retirement
Education
Boston University - School of Management 1985 — 1986
Master of Business Administration (MBA), Business Administration and Management, General
State University of New York College at Geneseo 1980 — 1984
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
DIBroker September 2001 - Present
Advent Software September 1989 - October 1993
Skills
Insurance, Disability Insurance, Life Insurance, Long-term Care, Underwriting, Term Life Insurance, Employee Benefits, Critical Illness, Sales Management, Fixed Annuities, Sales, Retirement
Education
Boston University - School of Management 1985 — 1986
Master of Business Administration (MBA), Business Administration and Management, General
State University of New York College at Geneseo 1980 — 1984
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Danielle Wang's Advent Software Experience February 2008 - Present
Job Geneva Support Analyst, Global Client Services at Advent Software
Industry Computer Software
Experience
Advent Software February 2008 - Present
Eberhard Manufacturing January 2007 - August 2008
Document Sciences January 2005 - September 2006
New Oriental Organization March 2002 - January 2005
Skills
Familiar with UNIX and..., Passed CIPM..., Sales, Recruiting, Employee Training, SQL, Requirements Analysis, Databases, SharePoint, Project Management, Visio, Unix, Database Administration, Financial Services, Analytics, Business Intelligence, Accounting, Process Improvement, Access, Testing, Analysis, Program Management, Strategic Planning, Start-ups, Business Strategy, Software Project..., Training, Enterprise Software, Business Analysis
Education
Beijing Language and Culture University 1998 — 2002
BA, Literature
Advent Software February 2008 - Present
Eberhard Manufacturing January 2007 - August 2008
Document Sciences January 2005 - September 2006
New Oriental Organization March 2002 - January 2005
Skills
Familiar with UNIX and..., Passed CIPM..., Sales, Recruiting, Employee Training, SQL, Requirements Analysis, Databases, SharePoint, Project Management, Visio, Unix, Database Administration, Financial Services, Analytics, Business Intelligence, Accounting, Process Improvement, Access, Testing, Analysis, Program Management, Strategic Planning, Start-ups, Business Strategy, Software Project..., Training, Enterprise Software, Business Analysis
Education
Beijing Language and Culture University 1998 — 2002
BA, Literature
Anthony Ferreras's Advent Software Experience April 2009 - July 2009
Job People Analytics at Symantec
Industry Computer Software
Experience
Symantec April 2014 - Present
DIRECTV October 2012 - April 2014
Children's Hospital Los Angeles CHLA June 2011 - October 2012
Azusa Pacific University January 2011 - August 2012
Bishop & Knight Consulting August 2009 - March 2011
San Francisco State University, Personnel Psychology Research Lab September 2008 - June 2010
Advent Software April 2009 - July 2009
West Covina Unified School District April 2007 - August 2008
Circuit City July 2001 - March 2008
Skills
Talent Management, Employee Engagement, Human Resources, Job Analysis, Data Analysis, Workforce Planning, Workshop Facilitation, Talent Acquisition, Survey Design, Performance Management, HRIS, PeopleSoft, Statistics, Needs Analysis, SPSS, Employee Training, Taleo, Team Leadership, Consulting, Organizational..., workforce analytics, Microsoft Excel, Employee Surveys, Project Management, Training, Culture Change, Training Delivery, Building Relationships, Team Management, Access, Predictive Analytics, HR Metrics, Excel, Word, PowerPoint, Interpersonal Leadership, Personnel Selection, Dashboard Metrics, Training & Development, ADP, SQL, Business Objects, Workday, Psychological Assessment, VBA, JMP, SAS, Statistical Modeling, Compensation, Research Design
Education
San Francisco State University
M.S., Industrial/Organizational Psychology
Azusa Pacific University
MA, Clinical Psychology
University of California, San Diego
BA, Sociology
Symantec April 2014 - Present
DIRECTV October 2012 - April 2014
Children's Hospital Los Angeles CHLA June 2011 - October 2012
Azusa Pacific University January 2011 - August 2012
Bishop & Knight Consulting August 2009 - March 2011
San Francisco State University, Personnel Psychology Research Lab September 2008 - June 2010
Advent Software April 2009 - July 2009
West Covina Unified School District April 2007 - August 2008
Circuit City July 2001 - March 2008
Skills
Talent Management, Employee Engagement, Human Resources, Job Analysis, Data Analysis, Workforce Planning, Workshop Facilitation, Talent Acquisition, Survey Design, Performance Management, HRIS, PeopleSoft, Statistics, Needs Analysis, SPSS, Employee Training, Taleo, Team Leadership, Consulting, Organizational..., workforce analytics, Microsoft Excel, Employee Surveys, Project Management, Training, Culture Change, Training Delivery, Building Relationships, Team Management, Access, Predictive Analytics, HR Metrics, Excel, Word, PowerPoint, Interpersonal Leadership, Personnel Selection, Dashboard Metrics, Training & Development, ADP, SQL, Business Objects, Workday, Psychological Assessment, VBA, JMP, SAS, Statistical Modeling, Compensation, Research Design
Education
San Francisco State University
M.S., Industrial/Organizational Psychology
Azusa Pacific University
MA, Clinical Psychology
University of California, San Diego
BA, Sociology
Lawrence Roach's Advent Software Experience February 2001 - Present
Job Senior Data Analyst at Advent Software
Industry Financial Services
Experience
Advent Software February 2001 - Present
Skills
Asset Managment, Business Analysis, Management, Portfolio Management, Project Management, Asset Management, Analysis, Equities
Education
Boston University 1996 — 2000
Bachelor of Science (BS), Business Administration and Management, General
Advent Software February 2001 - Present
Skills
Asset Managment, Business Analysis, Management, Portfolio Management, Project Management, Asset Management, Analysis, Equities
Education
Boston University 1996 — 2000
Bachelor of Science (BS), Business Administration and Management, General
Andrew Stackhouse's Advent Software Experience December 1997 - December 1998
Job Logistics Stackhouse Inc.
Industry Telecommunications
Experience
Twisted Bliss January 2012 - July 2014
Be One Yoga January 2012 - July 2014
Lake Washington School District January 2008 - January 2013
Advent Software Inc. December 2002 - December 2004
Advent Software December 1997 - December 1998
Advent Software April 1997 - December 1997
Mendez Constrtuction October 1992 - January 1997
Skills
SQL, Project Management, Networking, Budgets, Telecommunications, Management, Microsoft SQL Server, Databases, Yoga Teacher, Construction, Education, IT Operations
Education
California Polytechnic State University-San Luis Obispo
Environmental and Systematic Biology
Twisted Bliss January 2012 - July 2014
Be One Yoga January 2012 - July 2014
Lake Washington School District January 2008 - January 2013
Advent Software Inc. December 2002 - December 2004
Advent Software December 1997 - December 1998
Advent Software April 1997 - December 1997
Mendez Constrtuction October 1992 - January 1997
Skills
SQL, Project Management, Networking, Budgets, Telecommunications, Management, Microsoft SQL Server, Databases, Yoga Teacher, Construction, Education, IT Operations
Education
California Polytechnic State University-San Luis Obispo
Environmental and Systematic Biology
Pete Baggesen's Advent Software Experience Sr. Systems AnalystWellington ManagementSeptember 2001 - July 2007
Job Project Manager at Advent Software
Industry Computer Software
Experience
Advent Software Sr. Systems AnalystWellington ManagementSeptember 2001 - July 2007
Advent Software 1998 - 2001
Skills
Business Analysis, Enterprise Software, Process Improvement, Financial Services, Integration, Project Management, Requirements Analysis, SDLC, Software Project...
Education
Bentley University 1981 — 1983
BS, Accounting
Advent Software Sr. Systems AnalystWellington ManagementSeptember 2001 - July 2007
Advent Software 1998 - 2001
Skills
Business Analysis, Enterprise Software, Process Improvement, Financial Services, Integration, Project Management, Requirements Analysis, SDLC, Software Project...
Education
Bentley University 1981 — 1983
BS, Accounting
Sam Ramadan, CFA's Advent Software Experience December 2014 - Present
Job Business Analyst, Advent Software
Industry Information Technology and Services
Experience
Advent Software December 2014 - Present
10 Stock Ideas November 2012 - Present
UBS Investment Bank April 2012 - December 2013
Rockit Solutions LLC May 2011 - April 2012
UBS Investment Bank April 2010 - May 2011
UBS Investment Bank February 2006 - April 2010
Skills
SQL, Visual Basic, Bloomberg Terminal, Visio, Business Requirements, Access, Process Improvement, Settlements, Business Objects, Business Analysis, Performance Analysis, Equity Valuation, Enterprise Valuation, Financial Analysis, Omgeo Alert, VAR, Discounted Cash Flow..., Comparable Analysis, Financial Modeling, DCF, Leveraged Buyouts, Investment Banking, Fixed Income, Portfolio Management, Trading, Equity Derivatives, Valuation, Credit Derivatives, Equities, Settlement, Finance, LBO, Capital Markets, Derivatives
Education
Investment Banking Institute 2012 — 2012
Investment Banking
CFA Institute 2009 — 2012
CFA Charter
University of Massachusetts Dartmouth 2001 — 2003
Master's, Business
American University of Beirut 1998 — 2001
BA, Business Administration
Advent Software December 2014 - Present
10 Stock Ideas November 2012 - Present
UBS Investment Bank April 2012 - December 2013
Rockit Solutions LLC May 2011 - April 2012
UBS Investment Bank April 2010 - May 2011
UBS Investment Bank February 2006 - April 2010
Skills
SQL, Visual Basic, Bloomberg Terminal, Visio, Business Requirements, Access, Process Improvement, Settlements, Business Objects, Business Analysis, Performance Analysis, Equity Valuation, Enterprise Valuation, Financial Analysis, Omgeo Alert, VAR, Discounted Cash Flow..., Comparable Analysis, Financial Modeling, DCF, Leveraged Buyouts, Investment Banking, Fixed Income, Portfolio Management, Trading, Equity Derivatives, Valuation, Credit Derivatives, Equities, Settlement, Finance, LBO, Capital Markets, Derivatives
Education
Investment Banking Institute 2012 — 2012
Investment Banking
CFA Institute 2009 — 2012
CFA Charter
University of Massachusetts Dartmouth 2001 — 2003
Master's, Business
American University of Beirut 1998 — 2001
BA, Business Administration
Harini Ramesh's Advent Software Experience May 2010 - August 2010
Job Software Analyst at Espoc inc
Industry Information Technology and Services
Experience
Espoc Inc September 2010 - Present
Advent Software May 2010 - August 2010
Polytechnic Institute of NYU May 2009 - May 2010
Cognizant Technology Solutions (P) LTD December 2006 - July 2008
Education
New York University - Polytechnic School of Engineering 2008 — 2010
MS, Computer Science
Anna University 2002 — 2006
BE, Electronics and Communication Engineering
Espoc Inc September 2010 - Present
Advent Software May 2010 - August 2010
Polytechnic Institute of NYU May 2009 - May 2010
Cognizant Technology Solutions (P) LTD December 2006 - July 2008
Education
New York University - Polytechnic School of Engineering 2008 — 2010
MS, Computer Science
Anna University 2002 — 2006
BE, Electronics and Communication Engineering
ahmed dami's Advent Software Experience August 2010 - Present
Job Sr. Software Engineer at Advent Software
Industry Computer Software
Experience
Advent Software August 2010 - Present
TheKnot Inc. April 2010 - August 2010
Bartizan Lead Retrieval May 2001 - August 2009
Skills
Dedicated Professional, Microsoft SQL Server, Software Design, Database Design, Mobile Applications, Quality Assurance, ASP.NET, C#, Hardwork, SQL, Software Development, XML, JavaScript, HTML, Requirements Analysis, Web Applications, AJAX, .NET, SOAP, WinForms, Web Services, Web Development, Visual Studio, Cloud Computing, ASP.NET MVC, Databases, Off-shore Team...
Education
Iona College 2000 — 2002
MS, Computer Science
St. Thomas Aquinas College 1997 — 2000
MBA, Finance
Jamiât Mohammed Al-Khâmiss Rabat 1992 — 1997
Bachelors, Mathematics
Advent Software August 2010 - Present
TheKnot Inc. April 2010 - August 2010
Bartizan Lead Retrieval May 2001 - August 2009
Skills
Dedicated Professional, Microsoft SQL Server, Software Design, Database Design, Mobile Applications, Quality Assurance, ASP.NET, C#, Hardwork, SQL, Software Development, XML, JavaScript, HTML, Requirements Analysis, Web Applications, AJAX, .NET, SOAP, WinForms, Web Services, Web Development, Visual Studio, Cloud Computing, ASP.NET MVC, Databases, Off-shore Team...
Education
Iona College 2000 — 2002
MS, Computer Science
St. Thomas Aquinas College 1997 — 2000
MBA, Finance
Jamiât Mohammed Al-Khâmiss Rabat 1992 — 1997
Bachelors, Mathematics
Matt Macomber's Advent Software Experience April 2013 - Present
Job Senior Client Support Specialist at Advent Software
Industry Computer Software
Experience
Advent Software April 2013 - Present
Advent Software September 2011 - April 2013
Salem Evening News October 2005 - April 2006
Skills
Salesforce.com, Microsoft Office, Solution Selling, Portfolio Management, Customer Service, Management, Microsoft Excel, Social Media, PowerPoint, Fund Accounting, Financial Accounting, Microsoft SQL Server
Education
Harvard Extension School 2014 — 2014
Boston College 2007 — 2011
Bachelor of Arts, Class; Political Science
University of International Business and Economics 2009 — 2010
Political Science, Chinese Culture, Journalism
ST. JOHNS PREPARATORY SCHOOL 2003 — 2007
Advent Software April 2013 - Present
Advent Software September 2011 - April 2013
Salem Evening News October 2005 - April 2006
Skills
Salesforce.com, Microsoft Office, Solution Selling, Portfolio Management, Customer Service, Management, Microsoft Excel, Social Media, PowerPoint, Fund Accounting, Financial Accounting, Microsoft SQL Server
Education
Harvard Extension School 2014 — 2014
Boston College 2007 — 2011
Bachelor of Arts, Class; Political Science
University of International Business and Economics 2009 — 2010
Political Science, Chinese Culture, Journalism
ST. JOHNS PREPARATORY SCHOOL 2003 — 2007
Nicole Townsend's Advent Software Experience June 2013 - August 2013
Job Senior Associate, Product at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance September 2014 - Present
Liberty Mutual Insurance September 2013 - August 2014
Advent Software June 2013 - August 2013
San Francisco Giants June 2012 - August 2012
UCSF Medical Center May 2012 - August 2012
San Francisco Giants June 2011 - August 2011
UCSF Medical Center May 2010 - July 2010
The Playgroup June 2005 - August 2005
Skills
French, Microsoft Office, Microsoft Word, Marketing, Editing, Facebook, English, Leadership, Time Management, Press Releases, PowerPoint, Microsoft Excel
Education
Boston College - Carroll School of Management 2009 — 2013
Bachelor of Science (BS), Finance and Marketing
Université Paris Dauphine 2011 — 2011
Study Abroad, Finance
San Francisco University High School 2005 — 2009
High School Diploma
Liberty Mutual Insurance September 2014 - Present
Liberty Mutual Insurance September 2013 - August 2014
Advent Software June 2013 - August 2013
San Francisco Giants June 2012 - August 2012
UCSF Medical Center May 2012 - August 2012
San Francisco Giants June 2011 - August 2011
UCSF Medical Center May 2010 - July 2010
The Playgroup June 2005 - August 2005
Skills
French, Microsoft Office, Microsoft Word, Marketing, Editing, Facebook, English, Leadership, Time Management, Press Releases, PowerPoint, Microsoft Excel
Education
Boston College - Carroll School of Management 2009 — 2013
Bachelor of Science (BS), Finance and Marketing
Université Paris Dauphine 2011 — 2011
Study Abroad, Finance
San Francisco University High School 2005 — 2009
High School Diploma
Amer Atega's Advent Software Experience September 2008 - December 2008
Job Client Service Representative at Accu Reference Medical Lab
Industry Hospital & Health Care
Experience
Infinity Clinical Laboratories September 2012 - September 2013
Medical Laboratory Diagnostics Inc. May 2009 - May 2010
Advent Software September 2008 - December 2008
Medical Laboratory Diagnostics Inc. November 2005 - November 2006
Bio-Reference Laboratories Inc October 2002 - October 2005
Skills
Data Entry, Quality Assurance, Microsoft Office, Mac OS X, Microsoft Word, Microsoft Excel, Windows, Word Processing, WordPerfect, Data Analysis, Data Validation, ICD-9, CPT, Medical Terminology, Data Privacy, Data Processing, Adobe Creative Suite, Unix, US GAAP, Account Management, Analytical Skills, Laboratory Automation, Laboratory Skills
Education
Bloomfield College 2007 — 2010
Bachelor's Degree, Business Administration - Finance
Infinity Clinical Laboratories September 2012 - September 2013
Medical Laboratory Diagnostics Inc. May 2009 - May 2010
Advent Software September 2008 - December 2008
Medical Laboratory Diagnostics Inc. November 2005 - November 2006
Bio-Reference Laboratories Inc October 2002 - October 2005
Skills
Data Entry, Quality Assurance, Microsoft Office, Mac OS X, Microsoft Word, Microsoft Excel, Windows, Word Processing, WordPerfect, Data Analysis, Data Validation, ICD-9, CPT, Medical Terminology, Data Privacy, Data Processing, Adobe Creative Suite, Unix, US GAAP, Account Management, Analytical Skills, Laboratory Automation, Laboratory Skills
Education
Bloomfield College 2007 — 2010
Bachelor's Degree, Business Administration - Finance
Carmichael Garde Jr's Advent Software Experience July 2015 - Present
Job Student at Academy of Art University
Industry Retail
Experience
Advent Software July 2015 - Present
OfficeTeam May 2015 - July 2015
Specialty's Cafe & Bakery September 2014 - May 2015
The Melt October 2011 - August 2014
Macy's December 2011 - December 2011
Walgreens June 2011 - July 2011
Blockbuster November 2008 - October 2009
Safeway June 2007 - October 2008
Safeway June 2007 - October 2008
The Surgery Center of Alta Bates Summit Medical Center June 2007 - July 2007
Skills
Retail, Customer Service, Leadership, Inventory Management, Management, Team Building, Marketing, PowerPoint, Food, Social Networking, Event Management, Food Service, Microsoft Office, Restaurant Management, POS, Social Media, Event Planning, Social Media Marketing, Food & Beverage, Public Relations, Time Management, Microsoft Word, Public Speaking, Restaurants, Recruiting, Leadership Development, Recipes, Start-ups, Cash Handling Experience, Hiring, Teamwork, Customer Satisfaction, Retail Sales, Employee Training, Coaching, Team Leadership, Brand Development, Training, Cashiering, Operations Management, Fundraising, Account Management, Sales Operations, Cross-functional Team..., Cash-handling, Urgency, Brand Ambassadorship
Education
Academy of Art University 2008 — 2009
Music
City College of San Francisco 2007 — 2008
Advent Software July 2015 - Present
OfficeTeam May 2015 - July 2015
Specialty's Cafe & Bakery September 2014 - May 2015
The Melt October 2011 - August 2014
Macy's December 2011 - December 2011
Walgreens June 2011 - July 2011
Blockbuster November 2008 - October 2009
Safeway June 2007 - October 2008
Safeway June 2007 - October 2008
The Surgery Center of Alta Bates Summit Medical Center June 2007 - July 2007
Skills
Retail, Customer Service, Leadership, Inventory Management, Management, Team Building, Marketing, PowerPoint, Food, Social Networking, Event Management, Food Service, Microsoft Office, Restaurant Management, POS, Social Media, Event Planning, Social Media Marketing, Food & Beverage, Public Relations, Time Management, Microsoft Word, Public Speaking, Restaurants, Recruiting, Leadership Development, Recipes, Start-ups, Cash Handling Experience, Hiring, Teamwork, Customer Satisfaction, Retail Sales, Employee Training, Coaching, Team Leadership, Brand Development, Training, Cashiering, Operations Management, Fundraising, Account Management, Sales Operations, Cross-functional Team..., Cash-handling, Urgency, Brand Ambassadorship
Education
Academy of Art University 2008 — 2009
Music
City College of San Francisco 2007 — 2008
Hewlett-Packard
SAP
Symantec
Intuit
HP
salesforce.com
Bloomberg LP
Autodesk