Advent Software

Industry: Software company

Description

Advent 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
Brazos Barber Brazos Barber Jacksonville, Florida Details
Brazos Barber's Advent Software Experience December 2014 - Present
Job Associate Client Advocate at Advent Software
Industry Financial Services
Experience
Advent Software   December 2014 - Present
Altria Group Distribution Company  November 2012 - November 2014
TD Bank Group  June 2011 - December 2012
Seminole Boosters, Inc.   January 2011 - May 2011
Hickory Crawdads  May 2010 - July 2010

Skills
Sales, Leadership, Customer Service, Sales Operations, Account Management, Marketing, Microsoft Excel, Microsoft Office, PowerPoint, Organization, Time Management, Distribution Strategies, Merchandising, Sports Management, Sports, Customer Engagement, Consumer Products, Retail Banking, Retail Sales, Marketing Strategy, Management, Event Planning

Education
Florida State University   2007 — 2011
Bachelor of Arts (B.A.), Sports Management

Hillsborough High School - I.B. Program   2004 — 2007
International Baccalaureate Degree

Bryan O'Hare Bryan O'Hare Jacksonville, Florida Area Details
Bryan O'Hare's Advent Software Experience July 2012 - August 2013
Job Major Gifts Wounded Warrior Project
Industry Nonprofit Organization Management
Experience
Ride2Recovery   September 2015 - Present
Wounded Warrior Project  February 2014 - September 2015
Project SOS (Strengthen Our Students)   August 2013 - February 2014
Advent Software   July 2012 - August 2013
Every Nation  May 2009 - June 2012

Skills
Fundraising, Budgets, Event Planning, Nonprofits, Teaching, Volunteer Management, Community Outreach, Non-profits, Project Planning, Customer Service, Management, Leadership Development, Public Speaking, Sales, Pastoral Care, Strategic Planning, Leadership, Event Management, Coaching, Social Media, Youth Ministry, Marketing, Evangelism, Program Management, Social Networking, Theology, Discipleship, Preaching, Team Leadership, Team Building, Missions, Data Analysis, System Administration, Social Media Marketing, Entrepreneurship, Organizational..., Training, Marketing Communications, Public Relations, Marketing Strategy, Editing, Program Development, Analysis, Recruiting, Biblical Studies, Time Management, Conflict Resolution, Blogging, Performance Reporting, Administration

Education
Liberty University
Master of Business Administration (M.B.A.)

University of North Florida   2007 — 2010
Bachelor's Degree, Business Administration and Management, General

Florida Southern College   2004 — 2006
None, Biology, General

Brian LeBlanc Brian LeBlanc Greater Boston Area Details
Brian LeBlanc's Advent Software Experience April 2013 - May 2014
Job Supervisor, Complex Securities and Reference Data at PanAgora Asset Management
Industry Financial Services
Experience
PanAgora Asset Management  June 2015 - Present
Highmount  May 2014 - Present
Advent Software   April 2013 - May 2014
Brown Brothers Harriman  January 2010 - February 2013
Brown Brothers Harriman  March 2007 - December 2009
Brown Brothers Harriman  June 2005 - February 2007
Coldwell Banker  June 2004 - May 2005

Skills
Corporate Actions, Leadership, Risk Management, Client/server, Bloomberg Terminal, Management, Processing, Escalation Resolution, Golf, Superior Client Service, Market Data, Technical Support, Securities, Global Custody, Portfolio Management, Equities, Client Services, Finance

Education
Curry College   2000 — 2004
Bachelor of Arts (BA), Business/Commerce, General; Computer Science, GPA 3.4

Sandra Proctor Sandra Proctor San Francisco Bay Area Details
Sandra Proctor's Advent Software Experience 1998 - 2003
Job Business Professional: Administrative Management, Project Management, Marketing, Client Service and Writing
Industry Information Technology and Services
Experience
Spectra Decor   2008 - 2010
Rooftop Alternative School   2004 - 2008
Taxi's Restaurants   2004 - 2004
Advent Software   1998 - 2003
Advent Software   1997 - 1998
Advent Software   1992 - 1997
Man-Trak, Inc.   1991 - 1992
Crum & Forster Enterprise  1989 - 1991
ReMACS Software   1987 - 1989
Electronic Data Systems  1986 - 1987

Skills
Strategic Planning, Training, Customer Service, Project Management, Technical Recruiting, Program Management, Salesforce.com, Start-ups, Management, Entrepreneurship, Leadership, Public Speaking, Event Planning

Education
California State University-Sacramento
BS in Business Administration, Management Information Systems, IT and Marketing

Syd Peterson, MBA Syd Peterson, MBA Greater Los Angeles Area Details
Syd Peterson, MBA's Advent Software Experience July 2013 - September 2013
Job Creative Leadership Fellow at PainPowerFit, Inc.
Industry Program Development
Experience
PainPowerFit, Inc.   June 2014 - Present
Scripps College  January 2015 - April 2015
Evelyn & Walter Haas, Jr. Fund   July 2012 - March 2015
Advent Software   July 2013 - September 2013
Los Angeles Homeless Services Authority  February 2008 - June 2009
Renna Communications   April 2006 - January 2008
International Gay and Lesbian Human Rights Commission  October 2005 - April 2006
ACLU LGBT Rights Project   February 2005 - June 2005
Lambda Legal  June 2001 - March 2005

Skills
Leadership, Social Media, Community Outreach, Community Development, Research, Start-ups, Volunteer Management, Community Organizing, Program Development, Non-profits, Public Speaking, Editing, Entrepreneurship, Public Policy, Social Media Marketing, New Business Development, Philanthropy, Social Networking, Program Management, Leadership Development, Press Releases, Public Relations, Nonprofits, Blogging, Media Relations, Project Management, Strategy, Strategic Communications, Management, Grants, Organizational..., Event Planning, Project Planning, Program Evaluation, Policy Analysis, Proposal Writing, Training, Presentation Development, Data Analysis, Coaching, Fundraising, Consulting, Strategic Planning, Writing

Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management   2011 — 2015
Master of Business Administration (MBA), Strategy, Leadership, 3.74

Harvard University, John F. Kennedy School of Government   2010 — 2010
Certificate, Leadership Organizing & Action

University of Oregon
B.A., History (Honors College), 3.5

Macalester College
English, Music

Andrea Flynn Andrea Flynn Mill Valley, California Details
Andrea Flynn's Advent Software Experience January 1996 - March 2002
Job Executive and Life Coach, Yoga Teacher
Industry Professional Training & Coaching
Experience
Self-employed  March 2014 - Present
Red Dragon Yoga  September 2008 - Present
Advent Software   January 1996 - March 2002
JF Hartfield & Co.   October 1994 - January 1996

Skills
Life Coaching, Start-ups, Leadership Development, Personal Development, Coaching, Teaching, Strategic Partnerships, Fundraising, CRM, Public Speaking, Strategy, Social Media, Strategic Planning, Leadership, Nonprofits, Management, Executive Coaching, Enterprise Software

Education
New Ventures West   2014 — 2015
Professional Certified Coach

Cornell University   1990 — 1994
Bachelor of Science (BS), Urban and Regional Studies

Alex Harleen Alex Harleen San Francisco Bay Area Details
Alex Harleen's Advent Software Experience May 2012 - July 2012
Job Founder of Kynetic Consulting
Industry Computer Software
Experience
Kynetic Consulting   October 2014 - Present
AppFolio Inc.  August 2013 - August 2014
Advent Software   May 2012 - July 2012

Skills
Microsoft Office, Italian, Writing, PowerPoint, Social Media Marketing, Blogging, Photoshop, iMovie

Education
Colorado College   2009 — 2013
Bachelor of the Arts, Literature

Cyrus Woo Cyrus Woo San Francisco Bay Area Details
Cyrus Woo's Advent Software Experience April 2014 - Present
Job Client Support Analyst, Data Solutions at Advent Software
Industry Human Resources
Experience
Advent Software   April 2014 - Present
Advent Software   May 2011 - Present
Global Footprint Network  February 2013 - July 2013
Chinese Christian Schools  June 2008 - May 2011
Chinese Christian Schools  August 2008 - June 2009
Private Tutor  February 2009 - May 2009
Private Ophthalmologist Office   May 2007 - September 2007
Novartis Institutes for BioMedical Research  October 2006 - March 2007

Skills
Microsoft Office, Microsoft Excel, PowerPoint, Technical Support, SQL, Microsoft SQL Server, Advent Custodial Data, MySQL, Data Reconciliation, REX, Data Exchange, Python, Teaching, Mathematics, Oracle, Salesforce.com

Education
California State University-East Bay   2009 — 2010
Single Subject Teaching Credential, Mathematics

University of California, Berkeley   2004 — 2008
Bachelor's degree, Molecular and Cell Biology

Sujai Kalra Sujai Kalra San Francisco Bay Area Details
Sujai Kalra's Advent Software Experience January 2012 - June 2015
Job Enterprise Business Intelligence Professional at Informatica
Industry Financial Services
Experience
Informatica  June 2015 - Present
Advent Software   January 2012 - June 2015
American Express  August 2009 - December 2011
GE Money  July 2005 - April 2010
GE Rail  2003 - 2005

Skills
Business Intelligence, ITIL, Project Management, SDLC, Cross-functional Team..., Analysis, Business Analysis, Six Sigma, Testing, Data Warehousing, Enterprise Software, Process Improvement, Project Planning, Strategy, Requirements Gathering, Requirements Analysis, Management, Software Project..., Agile Project Management, Vendor Management, Service Delivery, Agile Methodologies, Business Process, Leadership, Integration, IT Strategy, Visio, Data Analysis, PMP, Certified Project..., Credit Cards, Databases, Business Process..., Project Portfolio..., PMO, CRM, Process Engineering, ETL Tools, Virtual Teams, Business Requirements, User Acceptance Testing, IT Management, Salesforce.com, Cognos, Disaster Recovery, Oracle, Confluence, JIRA

Education
Western Governors University   2011 — 2013
Master of Business Administration (MBA), Information Technology

University of Hertfordshire   1998 — 2002
B.Tech (Hons.), Information Technology

Delhi University   1998 — 2001
Bachelor of Commerce (BCom), Commerce

St. Xavier's School - Delhi   1992 — 1998

Ashwani (Ash) Kumar Ashwani (Ash) Kumar San Francisco, California Details
Ashwani (Ash) Kumar's Advent Software Experience April 2008 - January 2010
Job VP of Mobile Products at Vixlet, Product Manager, Leader, Entrepreneur w solid tech background, CFA Level3 candidate
Industry Computer Software
Experience
Vixlet  2015 - Present
VoxEdu, Inc.   April 2014 - May 2015
Better Finance, Inc.   November 2014 - January 2015
Visa  2012 - November 2014
Spring Break, Web/Mobile apps   July 2011 - June 2012
Advent Software   April 2008 - January 2010
Altera  September 2006 - March 2008

Skills
Mobile Applications, OOP, Product Management, Business Development, Web App, Cloud Computing, Databases, Algorithms, Perl, C++, C, Java, Software Engineering, Data Structures, PHP, Start-ups

Education
University of California, Berkeley - Walter A. Haas School of Business
Certificate, Product Management

http://cfainstitute.org
Level 1 and 2, CFA (Chartered Financial Analyst)

University of California, Santa Cruz
MS, Computer Engineering

Indian Institute of Technology, Kharagpur
BTech, Computer Science and Engineering

Delhi Public School - R. K. Puram
High School, Preparation for Science and Engineering (Maths, Physics, Chemistry)

Ann Plotkin Ann Plotkin San Francisco Bay Area Details
Ann Plotkin's Advent Software Experience December 2012 - March 2015
Job Senior Product Manager at Lending Club
Industry Information Technology and Services
Experience
Lending Club  May 2015 - Present
Advent Software   December 2012 - March 2015
Advent Software   October 2011 - December 2012
BlackRock  January 2010 - October 2011
Barclays Global Investors  December 2006 - January 2010
Barclays Global Investors  October 2004 - December 2006
Barclays Global Investors  October 2000 - October 2004
TENFOLD CORPORATION  October 1999 - October 2000
TENFOLD CORPORATION  October 1998 - October 1999

Skills
Business Analysis, Software Project..., Software Product..., Software Development, Agile Project Management, Cross-functional Team..., Product Development, Agile Methodologies, SQL, Project Management, Software Design, Data Modeling, Equities, Product Management, Management, Enterprise Software, SDLC, SaaS, Scrum, Requirements Analysis, Databases, Financial Services, XML

Education
Caltech
Bachelor of Science, Engineering and Applied Science

Cooper U   2014 — 2014

C-Prime

Rommel Mateo Rommel Mateo Greater New York City Area Details
Rommel Mateo's Advent Software Experience March 2010 - February 2012
Job Sales Operations Manager/Team Leader
Industry Financial Services
Experience
The Chefs Warehouse  October 2013 - Present
Northwestern Mutual  July 2013 - October 2013
Friends of the Children  November 2012 - July 2013
Advent Software   March 2010 - February 2012
Weitz & Luxenberg  February 2009 - October 2009
Popular Community Bank  December 2006 - February 2008
Citibank  April 2006 - July 2006
Hofstra University (Office of Student Activities)   July 2003 - May 2005

Skills
Axys Perfomance..., Portfolio Administration, Axys Portfolio..., Spanish, Spanish translation, Client Services, Client Retention, Client Communication, Outstanding Customer..., Axys, Portfolio Management, Customer Service, Financial Services, Microsoft Office, Public Speaking, Customer Retention, Negotiation, Event Planning, PowerPoint, Retail, Social Networking, Budgets, Public Relations, Social Media, Event Management, Social Media Marketing, Strategic Planning, Fundraising, Marketing Communications, Leadership, CRM, Business Development, Management, Training, Risk Management, Team Building, Sales, New Business Development, Research, Customer Satisfaction, Data Analysis, Salesforce.com, Accounting, Investments, Market Research, Access, Outlook, Interviews

Education
City University of New York-Herbert H. Lehman College   2015 — 2017
Master of Business Administration (M.B.A.), Finance, General

City University of New York-Herbert H. Lehman College   2014 — 2016
Bachelor's Degree, Finance and Financial Management Services

Hofstra University   2000 — 2005
BBA, Marketing and International Business

Marc Rarden Marc Rarden San Francisco Bay Area Details
Marc Rarden's Advent Software Experience May 2011 - Present
Job Principal at Advent Software
Industry Computer Software
Experience
Advent Software   May 2011 - Present

Skills
XP, Documentation, Troubleshooting, Financial Software..., Customer Relations, Windows, Process Improvement, Account Management, Problem Solving, Workflow, Accounting Applications, Software Documentation, Customer Service, Enterprise Software, Technical Support, Leadership, CRM, SaaS, Cloud Computing, Business Analysis, Product Development, Professional Services, Integration, Business Intelligence, Software Implementation, Solution Selling, Requirements Analysis, SharePoint, Databases, Software Project..., Analytics, Vendor Management, Agile Methodologies, Order Management

Education
Cornell University   1990 — 1993
Bachelor, History

Aragon High School

Patrick Sturdivant Patrick Sturdivant Dallas/Fort Worth Area Details
Patrick Sturdivant's Advent Software Experience January 2013 - Present
Job Implementation Architect/Senior Consultant at Advent Software
Industry Information Technology and Services
Experience
Advent Software   January 2013 - Present
Advent Software   June 2006 - December 2012
Atrium Windows & Doors  January 2002 - April 2006
Ground Control  September 1999 - October 2000
Compagnie de Distribution Nationale Codina S.A   May 1999 - August 1999
Terminix & Ensystex   August 1998 - May 1999

Skills
XML, Cloud Computing, Enterprise Software, Oracle, SDLC, Business Analysis, .NET, Microsoft SQL Server, Integration, JavaScript, SQL, CRM, Unix, Java, SaaS, Project Management, Requirements Analysis, Software Project...

Education
Florida International University   2004 — 2006
MBA, International Business

North Carolina Agricultural and Technical State University   2000 — 2002
MS, Computer Science

Methodist University   1995 — 2000
BS, Computer Science

Melonie Newman Melonie Newman Greater Boston Area Details
Melonie Newman's Advent Software Experience 1992 - 1993
Job Controller II at EMC
Industry Information Technology and Services
Experience
EMC  July 2010 - Present
EMC Computer Systems  September 2007 - June 2010
EMC Corporation  June 2004 - September 2007
Politzer & Haney  1996 - 2004
Vicorp Interactive Systems   1994 - 1995
Advent Software   1992 - 1993

Skills
Strategy, Professional Services, Enterprise Software, Program Management, Revenue Recognition, Business Planning, Business Analysis, Business Intelligence, Process Improvement, Pricing, Corporate FP&A, Start-ups

Education
D'Amore-McKim School of Business at Northeastern University   2007 — 2009
MBA, Business

University of Pennsylvania   1986 — 1991
Bachelor of Science (B.S.), Economics

University of Pennsylvania - The Wharton School   1986 — 1991
Bachelor of Science (B.S.), Economics

Ken Wilson Ken Wilson San Rafael, California Details
Ken Wilson's Advent Software Experience June 2014 - March 2015
Job Associate Director Finance PMO at BioMarin Pharmaceutical Inc.
Industry Biotechnology
Experience
BioMarin Pharmaceutical Inc.  March 2015 - Present
Advent Software   June 2014 - March 2015
Autodesk  October 2013 - June 2014
Autodesk  February 2013 - October 2013
Autodesk  July 2011 - November 2012
Autodesk  May 2007 - July 2011
Autodesk  February 1999 - May 2007
Autodesk  February 1996 - February 1999
AUTODESK, INC  May 1994 - June 1996
IMSI  June 1991 - February 1994

Skills
Project Management, IT Operations, PMP, Customer Satisfaction, Project Delivery, SCCM, ITIL Certified, Global Deployment, Desktop Deployment, Peer Mentoring, Cross-functional Team..., Kanban, Lync, Microsoft Office, Encryption, People-oriented, Microsoft Technologies, Enterprise Software, People Skills, Private Cloud, Quality Assurance, SFTP, Project Planning, Production Support, Help Desk Support, Operational Risk..., Document Drafting, Business Process, Scope Planning, Lessons Learned, Vendor Management, IT Service Management, SDLC, ITIL, Software Project..., Agile Methodologies, SaaS, Professional Services, Security, Cloud Computing, Process Improvement, Service Delivery, Incident Management, High Availability, Sla, Strategy, Infrastructure, Management, Leadership, IT Management

Education
Dominican University of California   1998 — 2001
Bachelor Science, Business Administration and Management, General

College of Marin
Data Processing & Programming, Data Processing

Richard Chou Richard Chou San Francisco Bay Area Details
Richard Chou's Advent Software Experience October 2000 - Present
Job VP of Global Solutions Development at Advent Software
Industry Computer Software
Experience
Advent Software   October 2000 - Present
Bradley Company  March 1994 - October 2000

Skills
Software Development, Enterprise Software, .NET, SaaS, Agile Methodologies

Education
Case Western Reserve University   1992 — 1994
MS, Computer Engineering and Science

Paula Bo Chou Paula Bo Chou San Francisco Bay Area Details
Paula Bo Chou's Advent Software Experience January 2005 - May 2005
Job Experienced Financial Professional
Industry Consumer Goods
Experience
Foster Farms  2014 - Present
24 Hour Fitness  2013 - 2014
Safeway  June 2010 - 2013
Safeway  May 2005 - June 2010
Advent Software   January 2005 - May 2005
China Investment Bank   July 1987 - October 1988

Skills
Forecasting, Financial Modeling, Financial Reporting, Budgets, Project Management, Strategy, Essbase, Financial Analysis, Variance Analysis, Strategic Financial..., Hyperion Enterprise, Income Statement, Pricing, Financial Forecasting, Analysis, Cross-functional Team..., Finance, Financial Planning, Internal Audit, P, Process Improvement

Education
California State University-East Bay   1998 — 2000
MBA, Finance and Operational Research

California State University-East Bay   1989 — 1993
BS, Finance

Jinling University, China   1984 — 1987
BS, Economics

Lacie Murphy Lacie Murphy Alameda, California Details
Lacie Murphy's Advent Software Experience January 2012 - September 2013
Job Business Management
Industry Information Technology and Services
Experience
Lacie Bug Designs   January 2014 - Present
Advent Software   January 2012 - September 2013
Advent Software   September 2008 - December 2011
American Express  April 2007 - May 2008
Corpedia  2006 - 2007
DHL Express  2000 - 2006
Topica  1999 - 2000
Hewlett Packard  1996 - 1999

Skills
Microsoft Office, PMO, Project Management, Business Analysis, Process Improvement, Cross-functional Team..., SharePoint, Business Intelligence, Product Management, E-commerce, Change Management, Project Planning, Program Management, Software Development, Agile Methodologies, SDLC, Cloud Computing

Education
University of Phoenix   2004 — 2007
Bachelor of Applied Science (B.A.Sc.), Business Management

University of Phoenix   2006 — 2006
Mediation Training

Fashion Institute of Design & Merchandising   1998 — 2000
Fashion Design, Fashion Design

Jeff Conner Jeff Conner Benicia, California Details
Jeff Conner's Advent Software Experience November 2000 - May 2005
Job Crime Prevention Specialist/Public Information Officer at City of Fairfield
Industry Government Administration
Experience
City of Fairfield  July 2005 - Present
Advent Software   November 2000 - May 2005

Skills
Community Development, Media Relations, Government, Community Outreach, Public Policy, Public Relations, Economic Development, Press Releases, Policy, Grant Writing, Nonprofits, Editing, Grants, Public Speaking, Event Planning

Education
College of Marin
Associate of Science (A.S.), Administration of Justice

San Francisco State University
Journalism

Kimberly Tilton Kimberly Tilton Greater Los Angeles Area Details
Kimberly Tilton's Advent Software Experience 2004 - 2006
Job Operations Manager at Yoyo Yeung, Inc.
Industry Apparel & Fashion
Experience
Yoyo Yeung, Inc.   December 2011 - March 2013
Zani Group,   March 2009 - December 2011
Cottagecrafts   September 2007 - March 2009
Advent Software   2004 - 2006

Skills
Microsoft Excel, Visio, Microsoft Office, Social Media, Product Marketing, Employee Relations, Accounting, Public Relations, Marketing Communications, Public Speaking, Financial Analysis, Financial Accounting, Management, Process Improvement, Sales, PowerPoint, Business Planning

Education
Fashion Institute of Design & Merchandising   2007 — 2008
Associate of Arts (A.A.), Product Development

UC Santa Barbara   2000 — 2004
Bachelor's degree, Business Economics and History of Art and Architecture

Praveen Lobo Praveen Lobo San Francisco Bay Area Details
Praveen Lobo's Advent Software Experience September 2014 - Present
Job Software Engineer at Advent Software
Industry Computer Software
Experience
Advent Software   September 2014 - Present
Clemson University  August 2012 - December 2013
Thomson Reuters  June 2013 - August 2013

Skills
Java, SQL, HTML, CSS, C, PHP, Python, Eclipse, JavaScript, MySQL, Programming, Matlab, Linux, XML, C++, Microsoft Office, Microsoft Excel, Core Java, Windows

Education
Clemson University   2012 — 2013
Master's degree, Computer Science, 4.0

University of Mumbai   2008 — 2012
Bachelor of Engineering (B.E.), Information Technology, First Class

Filip Sain Filip Sain Oklahoma City, Oklahoma Details
Filip Sain's Advent Software Experience October 2006 - December 2010
Job Instructor in Mathematics at Phillips Exeter Academy
Industry Primary/Secondary Education
Experience
Casady School  August 2012 - June 2014
Peace Corps  February 2012 - May 2012
Franciscan Institute for World Health   February 2011 - December 2011
Advent Software   October 2006 - December 2010
Center for Naval Analyses  March 2000 - November 2004
Northwestern University  September 1994 - March 2000

Skills
Software Development, Software Engineering, java, unix, perl, SQL, Fortran, Operations Research

Education
Northwestern University   1994 — 2000
Doctor of Philosophy (Ph.D.), Applied Mathematics

Cornell University   1990 — 1993
Bachelor of Arts (B.A.), Mathematics

Amr Abdallah Amr Abdallah Greater New York City Area Details
Amr Abdallah's Advent Software Experience October 2007 - September 2012
Job Performance Analyst at DiMeo Schneider & Associates
Industry Financial Services
Experience
DiMeo Schneider & Associates  December 2012 - May 2014
Advent Software   October 2007 - September 2012
Nordix Computer Corp   March 2006 - September 2007
Morrar and Associates   October 2005 - April 2006

Skills
Customer Relations, Salesforce.com, Account Management, Portfolio Management, Relationship Management, Business Analysis, Asset Managment, Sales, Microsoft Excel, Asset Management, CRM, Customer Service, Management, Microsoft Office, Sourcing, SQL, Training, Leadership, Negotiation, Pricing, Cloud Computing, Telecommunications, Selling, Time Management, Analysis, Accounting, Data Analysis

Education
DeVry University   2000 — 2006
BSBA, Business Administration (Business Information Systems)

Dharma S. Potu Dharma S. Potu Greater New York City Area Details
Dharma S. Potu's Advent Software Experience May 2001 - January 2004
Job
Industry Financial Services
Experience
Milestone  April 2015 - Present
Ernst & Young  March 2013 - April 2015
Barclays Capital  January 2010 - March 2013
Ernst & Young LLP  September 2006 - January 2010
Citigroup  January 2005 - August 2005
Advent Software   May 2001 - January 2004
JPMorgan  January 2000 - January 2001

Skills
Risk Management, Management Consulting, Finance, Change Management, Finance Transformation, Fixed Income, Trading, Management, Relationship Management, Product Control, Liquidity Risk

Education
Emory University
BA

Fordham Gabelli School of Business
MBA

Marjorie McCamey Marjorie McCamey Greater New York City Area Details
Marjorie McCamey's Advent Software Experience January 2010 - February 2012
Job Senior/Executive Contract Recruiter
Industry Human Resources
Experience
Franklin Templeton Investments  August 2011 - Present
AppNexus  September 2014 - February 2015
Easter Seals Bay Area  November 2012 - January 2014
Educational Housing Services  October 2010 - October 2012
Advent Software   January 2010 - February 2012
Omnicell  May 2007 - July 2008
Pay By Touch, San Francisco, CA   October 2006 - April 2007
Omnicell, Inc., Mountain View, CA   January 2006 - November 2006
Bitpass, Inc., Menlo Park, CA   April 2006 - June 2006
Inovant/Visa USA   January 2003 - June 2005

Skills
Recruiting, Applicant Tracking..., Sourcing, Talent Acquisition, Start-ups, Program Management, Internet Recruiting, College Recruiting, Technical Recruiting, Strategic Planning, Talent Management, Executive Search, Hiring, Vendor Management, Onboarding, Negotiation, Recruitment/Retention, Human Resources, Process Improvement, Performance Management, HRIS, SaaS, Strategy, Interviewing, Mentoring, Recruitment Advertising, JobVite, Taleo, Contract Negotiations, Cold Calling, Professional Services, Full-cycle Recruiting, Mergers, Search, recruitment tec, Diversity Recruitment, Compensation Negotiation, Candidate Generation, Creative Sourcing, Training, Leadership, Management, Temporary Placement, Interviews, Mergers & Acquisitions, Contract Negotiation, Team Leadership, Consulting

Education
Tobe' Coburn   1974 — 1976
Associate of Arts (AA), Occupational Studies, Retail Merchandising and Marketing

College of San Mateo
Computer Information Systems

Sofia Mohammed Sofia Mohammed Fort Lauderdale, Florida Details
Sofia Mohammed's Advent Software Experience October 2008 - March 2010
Job Former Operations Associate at First Republic Bank
Industry Investment Management
Experience
First Republic Bank  February 2014 - October 2014
The Pink Collective  November 2012 - February 2013
MediaWhiz  July 2011 - October 2011
Advent Software   October 2008 - March 2010
Advent Software   December 2007 - October 2008
Advent Software   June 2006 - December 2007

Skills
Writing, Data Analysis, Financial Reporting, Internal Communications, Critical Thinking, Information Seeking, Blog Marketing, Attraction Marketing, Article Marketing, Fast Learner, People-oriented, Social Networking..., Hindi, Urdu, Salesforce.com, WebEx, GoToMeeting, Word, Outlook, OneNote, Skype, Facebook, Twitter, YouTube, Flickr, Digg, StumbleUpon, Tumblr, Google Docs, Gmail, iTunes, iPod, PowerPoint, Excel, Chrome, Training Skills, Client Services, Creative Problem Solving, Tutorials, Customer Presentations, Microsoft Word, Economics, Business, Marketing, Finance, Advertising, Creative Strategy, Creative Direction, Microsoft Excel, Analysis

Education
Florida International University - College of Business Administration   2011 — 2012
MBA, 3.95

University of California, Berkeley   2002 — 2006
BA, Economics, South and Southeast Asian Studies, Business Administration

Peter Curley Peter Curley San Francisco Bay Area Details
Peter Curley's Advent Software Experience August 2004 - July 2007
Job Senior Director Product Marketing at Crittercism
Industry Information Technology and Services
Experience
Crittercism  June 2015 - Present
Mashery (acquired by Intel)   April 2013 - December 2014
Xignite  July 2011 - May 2012
Paladyne Systems, Inc.   December 2009 - July 2011
Nirvana Solutions  July 2007 - December 2009
Advent Software   August 2004 - July 2007
IBM  August 2001 - December 2002
Charles Schwab  1995 - 2000

Skills
Product Marketing, Strategic Partnerships, Online Marketing, Content Marketing, Marketing Strategy, Social Media Marketing, Email Marketing, Business Strategy, SEO, Public Relations, Media Relations, Online Advertising, Enterprise Software, Go-to-market Strategy, Product Management, SaaS, Project Management, Social Media, Analytics, Salesforce.com, Start-ups, Lead Generation, Strategy, Marketing Automation, Competitive Analysis, E-commerce, Marketing, Digital Strategy, Demand Generation, B2B Marketing, Product Development, Business Intelligence, Google Analytics, Management, Mobile Applications, PPC, Agile Methodologies, Cloud Computing, Thought Leadership, Product Launch, Leadership, Program Management, Sales, Management Consulting, Business Development, Entrepreneurship, Mobile Devices, Solution Selling, Sales Management, CRM

Education
Columbia University - Columbia Business School   1999 — 2001
MBA, Marketing and Technology

University of Exeter
MA, Economics

University College Dublin
BA, Economics

Giovanni Legaspi Giovanni Legaspi Jacksonville, Florida Area Details
Giovanni Legaspi's Advent Software Experience March 2015 - Present
Job Associate Data Analyst
Industry Investment Management
Experience
Advent Software   March 2015 - Present
Bank of America  September 2014 - March 2015
The LBA Group  January 2014 - August 2014
JPMorgan Chase  June 2012 - December 2013
JPMorgan Chase  January 2011 - May 2012

Skills
Mortgage Lending, Loans, Mortgage Banking, Credit, Loan Origination, Refinance, FHA, Residential Mortgages, Banking, Credit Analysis, FHA financing, USDA, Consumer Lending, Credit Risk, Financial Analysis, Finance, Customer Service, Microsoft Excel, Microsoft Office, Financial Reporting, Outlook

Education
Florida State College at Jacksonville   2009 — 2010
Bachelor of Applied Science (BASc), Supervision and Management

University of North Florida - College of Business Administration   2007 — 2009
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General

Angela Lamar, MBA Angela Lamar, MBA Jacksonville, Florida Area Details
Angela Lamar, MBA's Advent Software Experience April 2012 - Present
Job Sr. Corporate Recruiter at Advent Software
Industry Staffing and Recruiting
Experience
Advent Software   April 2012 - Present
Advent Software   October 2014 - December 2014
Experis (formerly COMSYS)   January 2010 - April 2012
MATRIX Resources  May 2008 - October 2009
MarketSource Inc. (Allegis Group)   July 2007 - May 2008
Populus Group LLC (Allegis Group)   October 2005 - July 2007
EDS/Fidelity Investments   February 1998 - October 2005

Skills
Technical Recruiting, Interviews, Recruiting, Sourcing, Applicant Tracking..., Onboarding, Management, Leadership, Temporary Placement, Screening, Talent Acquisition, Training, Human Resources, Customer Service, Vendor Management, Internet Recruiting, Contract Recruitment, Team Building, Benefits Negotiation, College Recruiting, Hiring, Networking, Employee Benefits, Cold Calling, Social Networking, Staffing Services, SDLC, Public Relations, Recruitment/Retention, Resume Writing, IT Recruitment, People Skills, Outlook, Executive Search, Screening Resumes, Job Fairs, Resume, Boolean Searching, Career Counseling, Job Coaching, Qualifying Candidates, Reference Checking, Interview Preparation, Student Recruiting, Contract Negotiation, Corporate Recruiting, Staff Augmentation, Human Relations, Writing, Full-life Cycle...

Education
Liberty University   2012 — 2014
Master of Business Administration (M.B.A.), Public Relations, Advertising, and Applied Communication, 3.66 Cum Laude

Ferris State University
Bachelor of Science, Television and Digital Media Production

Gabriella Cortes Gabriella Cortes United States Details
Gabriella Cortes's Advent Software Experience June 2012 - August 2012
Job Junior professional seeking new position in the field of International Relations and Education Management
Industry International Affairs
Experience
CEIP Antonio de Valbuena   2014 - 2015
Conselleria d'Educació, Cultura i Universitats de Les Illes Balears   2013 - 2014
Colgate University  2010 - 2013
Advent Software   June 2012 - August 2012
American Civil Liberties Union of Northern California  May 2011 - August 2011
Brienza's Academic Advantage  May 2010 - August 2010
Law Office of Matthew Pavone   September 2008 - December 2008

Skills
Spanish, Research, International Relations, Microsoft Office, Intercultural..., Clerical Work, Newsletters, Tutoring, Data Management, Language Teaching, Teaching, Intermediate Italian, Teamwork, Italian, Public Speaking, Editing, PowerPoint, Event Planning, Social Media, Community Outreach, Job Postings

Education
Colgate University   2009 — 2013
Bachelor of Arts, International Relations, Spanish

Universidad San Pablo-CEU   2011 — 2011
Humanidades, Spanish Literature, Art, History and Political Science

Novato High School   2005 — 2009
High School Diploma

Lona Fleming Lona Fleming Jacksonville, Florida Area Details
Lona Fleming's Advent Software Experience April 2013 - July 2014
Job CEO at Lona's LIfe
Industry Executive Office
Experience
Lona's LIfe   July 2014 - Present
Advent Software   April 2013 - July 2014
Black Diamond (Business Unit of Advent Software)   July 2010 - April 2013
Black Diamond Performance Reporting, LLC  July 2009 - January 2011
Blue Medical Supply & Equipment   October 2007 - July 2009
Vurv Technology  2004 - 2007
Recruitmax   2004 - 2005
Ringeisen & Worrell, PA   August 2001 - March 2004
Foundation Academy  August 1999 - June 2001

Skills
PeopleSoft, Applicant Tracking..., Talent Management, HRIS, SaaS, Taleo, Deferred Compensation, Performance Management, Technical Writing, Employee Surveys, Team Building, Training, System Administration, Personnel Management, Payroll, Onboarding, Mergers, Management, Mergers, Human Resources, Human Capital, HR Policies, HR Consulting, FMLA, Employer Branding, Employee Training, Employee Relations, Benefits Administration, Vendor Management, Background Checks, Employee Engagement, Employment Law, HR Transformation, Hiring, Interviews, Leadership, Process Improvement, Technical Recruiting, Workforce Planning, Business Analysis, Organizational...

Education
Emory University   1972 — 1974
BA, French

University of West Georgia   1970 — 1972

Steve Pulido Steve Pulido San Francisco Bay Area Details
Steve Pulido's Advent Software Experience 2013 - 2015
Job Vice President Digital Product Management and Strategic Planning at Wells Fargo
Industry Computer Software
Experience
Wells Fargo  July 2015 - Present
Advent Software   2013 - 2015
Advent Software   2007 - 2012
Charles Schwab  2004 - 2007
Advent Software   1998 - 2004
Charles Schwab  1995 - 1998

Skills
Order Management, Compliance, Trading, Business Analysis, Customer Relations, Enterprise Software, Market Research, SaaS, Cloud-based, Product Management, Feature Prioritization, Product Road Mapping, Product Leadership, Pragmatic Marketing..., Defining Product..., Roadmap Creation, Business Development, Fixed Income, Financial Services, Portfolio Management, Equities, Customer Service, Electronic Trading, Securities, Project Management, Product Launch, Professional Services, Product Marketing, Cloud Computing, Leadership, Analytics

Education
UC Berkeley Center for Executive Education   2010 — 2010

California State University-Sacramento
BA

Darren Wu Darren Wu San Francisco Bay Area Details
Darren Wu's Advent Software Experience December 2003 - Present
Job Production Manager at Advent Software
Industry Computer Software
Experience
Advent Software   December 2003 - Present
Advent Software Co   December 2001 - December 2003

Education
College of Marin

Nicholas Nolan Nicholas Nolan Greater New York City Area Details
Nicholas Nolan's Advent Software Experience January 2011 - Present
Job Solutions Consultant at Advent
Industry Capital Markets
Experience
Advent Software   January 2011 - Present
Fidelity Investments  March 2008 - December 2010
Z-Ben Advisors  September 2007 - January 2008
D.B. Zwirn & Co.   September 2005 - January 2007
Bache Commodities   May 2006 - September 2006

Skills
Bloomberg, SQL, Access, Microsoft Excel, PowerPoint, Visual Basic, C#, SSRS, C++, Java, Microsoft Word, Thompson One, Hedge Funds, Equities, Fixed Income

Education
Columbia University in the City of New York   2003 — 2007
Political Science

Trinity-Pawling   2001 — 2002

Loyola School   1999 — 2001

Patrick Metcalf Patrick Metcalf Jacksonville, Florida Area Details
Patrick Metcalf's Advent Software Experience November 2014 - December 2014
Job Land Development Manager at Dream Finders Homes, LLC
Industry Real Estate
Experience
Dream Finders Homes, LLC  January 2015 - Present
Advent Software   November 2014 - December 2014
Advent Software - Black Diamond   May 2013 - October 2014
Advent Software - Black Diamond   May 2012 - May 2013
Fidelity Investments  June 2011 - April 2012
The Vestcor Companies, Inc.   May 2008 - August 2008
The Hutson Companies   May 2006 - August 2006

Skills
Series 7, Series 63, Investments, Financial Services, Real Estate, Real Estate Development, Real Estate License, Microsoft Excel, Finance, Real Estate Transactions, Budgets

Education
Florida State University   2007 — 2011
B.S., Real Estate & Finance, 3.89; Summa Cum Laude

Bartram Trail High

Kelly Stringer Kelly Stringer San Francisco, California Details
Kelly Stringer's Advent Software Experience June 2012 - February 2014
Job Operations Associate, First Republic Bank
Industry Financial Services
Experience
First Republic Bank  February 2014 - Present
Advent Software   June 2012 - February 2014
Advent Software   August 2011 - June 2012
Brown Brothers Harriman  March 2010 - July 2011
Brown Brothers Harriman  October 2007 - March 2010

Skills
Corporate Actions, Bloomberg Terminal, Microsoft Office, Bloomberg, Project Management, Portfolio Management, Axys, Management, Process Improvement, Financial Services, Securities, IDC, Project Management..., Back Office, Client Services, Microsoft Office Suite, APX, Advent Custodial Data, SWIFT messages, Analysis, Equities, Fixed Income, ACA

Education
University of Massachusetts, Amherst   2004 — 2007
BA, Economics, Psychology

Northeastern University - Graduate School of Business Administration   2011 — 2011
Graduate Certificate Program of Advanced Study in Management, in progress

Amy Young Bin Yu Amy Young Bin Yu New York, New York Details
Amy Young Bin Yu's Advent Software Experience December 2011 - January 2012
Job HR Business Partner at Google
Industry Human Resources
Experience
Google  September 2015 - Present
Capital One  January 2015 - September 2015
Capital One  August 2014 - January 2015
Capital One  August 2013 - July 2014
Capital One  July 2012 - July 2013
ngmoco:) (now DeNA West)   June 2012 - July 2012
Cornell University, Sloan Program in Health Administration   September 2011 - May 2012
Advent Software   December 2011 - January 2012
SanDisk  January 2011 - August 2011
Cornell University, Department of Labor Relations, Law, and History   June 2010 - December 2010

Skills
Recruiting, Applicant Tracking..., Microsoft Office, Employee Benefits, Process Improvement, Talent Acquisition, Visio, Personnel Management, Lexis, Human Resources, Analytics, Benefits Design, Time Management, Project Management, HR Consulting, Talent Management, Performance Management

Education
Cornell University
Bachelors, Industrial and Labor Relations

Howard Community College

David Dunning David Dunning Vienna, Virginia Details
David Dunning's Advent Software Experience 1993 - 1998
Job Manufacturing Specialist III at Genzyme
Industry Biotechnology
Experience
Genzyme  January 2012 - Present
Amyris Biotechnologies  August 2010 - January 2012
Genentech  November 2008 - August 2010
Genentech  July 2007 - November 2008
Genentech  November 2005 - July 2007
Genentech  August 2002 - November 2005
Advent Software   1993 - 1998

Skills
Technology Transfer, Cell Culture, Biotechnology, GMP, Protein Purification, Validation, Industrial Safety, Process Safety, Hands-on Training, V&V, Purification, Manufacturing, Software Documentation, LIMS, Biopharmaceuticals, FDA, Aseptic Technique, Chromatography, CAPA, Sop, Fermentation

Education
California State University-East Bay

Germantown High School

Chip Fienga, MBA, Life & Health Chip Fienga, MBA, Life & Health Cleveland, Ohio Details
Chip Fienga, MBA, Life & Health's Advent Software Experience June 2001 - January 2003
Job Employee Benefits • Account Management & Implementation
Industry Human Resources
Experience
MetLife  March 2014 - Present
University Hospitals Physician Services   May 2013 - March 2014
University Hospitals of Cleveland  February 2011 - April 2013
Selman & Co.   November 2008 - August 2009
Metropolitan Life Insurance Company  April 2004 - November 2008
Gries Financial   April 2003 - April 2004
Advent Software   June 2001 - January 2003
PhoneTel Technologies   July 1997 - February 2001

Skills
Account Management, Inside Sales, Customer Relations, Customer Satisfaction, Cross-functional..., Service Operations, Client Relationship..., Back Office, Account Retention, Teamwork, Customer Oriented, Service Minded, Consultancy, Implementation Services, Insurance, Employee Benefits, Benefit Administration, Human Resources, Contract Negotiation, Contract Management, Vendor Relations, CRM, Customer Service, Customer Retention, Physician Relations, Physician Liason, Time Management, Sales, Benefits Administration, New Hire Orientations, Management

Education
Chardon High School

Chardon High

State of Ohio
Life and Health License

Cleveland State University
Master of Business Administration - with Honors, Graduated with Honors - 3.7 GPA

The Ohio State University
BA, Economics

Monte Zweben Monte Zweben San Francisco Bay Area Details
Monte Zweben's Advent Software Experience 1997 - 2004
Job Chairman and CEO at Splice Machine
Industry Computer Software
Experience
Splice Machine  January 2012 - Present
ClioMusic   2011 - Present
Rocket Fuel Inc.  2010 - Present
SeeSaw Networks  January 2006 - June 2013
Blue Martini Software  1998 - 2006
Advent Software   1997 - 2004
PeopleSoft  1996 - 1998
Red Pepper Software  1992 - 1996
NASA Ames Research Center  1986 - 1993
MITRE  1985 - 1986

Education
Stanford University   1988 — 1990
M.S., Computer Science

Carnegie Mellon University
B.S., Computer Science / Management

Stuyvesant High School

Inna Brat Inna Brat Greater Salt Lake City Area Details
Inna Brat's Advent Software Experience June 2014 - May 2015
Job MAcc Student at University of Utah
Industry Accounting
Experience
Grant Thornton LLP  June 2015 - August 2015
Advent Software   June 2014 - May 2015
TATCHA Inc   January 2013 - June 2013
Roosevelt Middle School  2009 - 2010
Up On Top After School & Summer Program   2009 - 2009
San Francisco Fall Antique Show   2006 - 2007

Skills
Accounting, Communication, Social Media, Start-ups, Online Marketing, Luxury Goods, Creative Problem Solving, Fundraising, Problem Solving

Education
University of Utah   2015 — 2016
Master’s Degree, Accounting

San Francisco State University   2013 — 2015
Bachelor's Degree, Accounting, 3.65

Skyline College   2012 — 2012
Associate of Arts (A.A.), Business Administration and Management, General

College of San Mateo   2010 — 2011
Business Administration and Management, General

Zane Zeman Zane Zeman Jacksonville, Florida Area Details
Zane Zeman's Advent Software Experience January 2015 - May 2015
Job Abandoned Securities Intern at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  October 2015 - Present
University of North Florida  June 2011 - Present
CIT  June 2015 - August 2015
Advent Software   January 2015 - May 2015
Regus  November 2014 - May 2015
Buddha's Thai Bistro   June 2013 - May 2014
Value Place  March 2012 - June 2013
Bluewater Builders   December 2009 - May 2011
ACE Educational   May 2009 - August 2010

Education
University of North Florida   2011 — 2015
Bachelor's Degree, Finance, General, Senior

Cologne University of Applied Sciences   2014 — 2014
European Business Management

KEDGE Business School   2014 — 2014
Sustainability and International Management

Coral Glades High School   2007 — 2011

Alex Park Alex Park Greater New York City Area Details
Alex Park's Advent Software Experience February 2008 - December 2012
Job Sr. Solutions Consultant at Badgeville | Enterprise Gamification
Industry Financial Services
Experience
Badgeville, #1 Enterprise Gamification Company   May 2014 - Present
Badgeville, #1 Enterprise Gamification Company   December 2012 - May 2014
Advent Software   February 2008 - December 2012
Viecore  July 2005 - December 2007

Skills
Enterprise Software, SQL, Cloud Computing, SaaS, Perl, PHP, Integration, Project Management, Java, JavaScript, Software Implementation, Databases, Microsoft SQL Server, Programming, MySQL, VBA, XML, Software Project..., Scrum, Requirements Analysis, HTML, SDLC, Linux, SSRS, Apache, Networking, Servers, Business Analysis, Agile Methodologies, Software Development, SOA, Gamification, PgSQL, Tortoise SVN, Email, Solution Architecture, Solution Implementation, Enterprise Solution..., Salesforce.com, Salesforce.com..., Salesforce.com..., Apex Programming, Agile & Waterfall..., SharePoint, Drupal, Jive, Yammer, Professional Services, Web Services, Consulting

Education
Carnegie Mellon University   2000 — 2005
BS/MS, Electrical and Computer Engineering

Tenafly High School   1996 — 2000

Jacob Howard Jacob Howard Jacksonville, Florida Details
Jacob Howard's Advent Software Experience June 2014 - Present
Job Client Advocate
Industry Financial Services
Experience
Advent Software   June 2014 - Present
Advent Software   September 2011 - June 2014
Plant a Seed Clothing, LLC   July 2012 - December 2013
University of North Florida  August 2007 - May 2009
Rogers, Gunter, Vaughn Insurance,Inc.   September 2005 - April 2006

Skills
PowerPoint, Excel, Word, Intercultural..., Data Analysis, Customer Service, Microsoft Excel, Microsoft Office, Time Management, Public Speaking, Management, Microsoft Word, Research, Leadership, Financial Analysis, Access, Event Planning, Outlook, Social Networking, Social Media, Salesforce.com, Marketing, Sales

Education
University of North Florida   2010 — 2011
Master of Business Administration (M.B.A.), Business Administration

Dongbei University of Finance and Economics   2011 — 2011
MBA

University of Warsaw   2011 — 2011
MBA, Intercultural Communications & International Management

Cologne University of Applied Sciences   2010 — 2011
Master, Intercultural Communication & International Management

Coggin College of Business   2006 — 2009
Bachelor's Degree, Financial Services, 3.3/4.0

Poonam Tahiliani Poonam Tahiliani Montreal, Canada Area Details
Poonam Tahiliani's Advent Software Experience September 2010 - August 2011
Job Business Development at JNS perfumes
Industry Consumer Goods
Experience
JNS Perfumes   May 2015 - Present
Closets By Design  March 2013 - May 2015
Advent Software   September 2010 - August 2011
Blinds To Go  August 2009 - December 2009
JP Morgan Chase Bank  June 2006 - April 2007
Penny's Produce   February 2001 - July 2005
RBC  April 2004 - December 2004
RMH (MCI WorldCom), B.C   July 2002 - August 2003

Skills
Advanced Microsoft..., Salesforce.com, Adobe Photoshop,..., Financial Analysis, Certified Insurance..., Office Administration, Records Management, Recruiting, New Hire Orientations, HTML emails, Text Editing, Google Analytics, Google Adwords, Event Planning, Sales, Budgets, Customer Service, Human Resources, Advertising, CRM, Microsoft Office

Education
Royal Roads University   2007 — 2009
Bachelor of Arts (B.A.), Professional Communnication

Douglas College   2004 — 2006
Diploma, Marketing Management

Carol Lynch, CPA Carol Lynch, CPA Ponte Vedra Beach, Florida Details
Carol Lynch, CPA's Advent Software Experience June 2011 - July 2012
Job Controller Mountainstar Capital
Industry Financial Services
Experience
Mountainstar Capital   July 2015 - Present
Regency Centers  December 2013 - July 2015
InHouse, Inc  August 2012 - July 2013
Advent Software   June 2011 - July 2012
Black Diamond Performance Reporting, LLC  February 2009 - June 2011
Taleo  July 2008 - February 2009
Vurv Technology  2007 - June 2008
Website Pros, Inc.   November 2002 - May 2007
KPMG Peat Marwick  1992 - 1997

Skills
Financial Accounting, Financial Planning, Controller, Revenue Recognition, Sarbanes-Oxley Act, Financial Reporting, Financial Analysis, Mergers, Forecasting, SaaS, Process Improvement, General Ledger, Internal Controls, SEC filings, Sarbanes-Oxley, Business Analysis, Budgets, Executive Management, Consolidation, Payroll, GAAP, US GAAP, PeopleSoft, CPA, Big 4, Finance, Mergers & Acquisitions, Variance Analysis, Acquisition Integration

Education
California State University-Northridge   1989 — 1991
Bachelor of Science, Accounting

Alexis Wagner Alexis Wagner Miami/Fort Lauderdale Area Details
Alexis Wagner's Advent Software Experience July 2014 - January 2015
Job Federal Aviation Administration
Industry Aviation & Aerospace
Experience
Federal Aviation Administration - FAA  January 2015 - Present
Advent Software   July 2014 - January 2015
Florida State College at Jacksonville  2013 - July 2014
Florida State College at Jacksonville  2011 - 2012
Florida State College at Jacksonville  2010 - 2011
US Air Force Reserve  2003 - 2011
Restaurant Orsay   2008 - 2010

Skills
Student Affairs, Financial Analysis, Higher Education, Research, Curriculum Development, Public Speaking, E-Learning, Distance Learning, Staff Development, Data Analysis, Statistics, Tutoring, Budgets, Training

Education
Florida International University   2011 — 2013
Bachelor of Business Administration (B.B.A.), Finance, 3.93 - Summa Cum Laude

Florida State College at Jacksonville   2009 — 2010
Associate's Degree, Aviation Operations, 4.0

Patti Moran Patti Moran San Francisco Bay Area Details
Patti Moran's Advent Software Experience 1991 - 1995
Job Marketing Director, Content Marketing, Demand Generation, Metrics and ROI, Marketing Strategy
Industry Construction
Experience
Teachscape  2012 - 2014
CompTIA  2008 - 2012
Coremetrics  2006 - 2008
Reed Group  2001 - 2005
Remedy Corporation  1998 - 2001
Crossworlds Software  1997 - 1998
Decisive Technology (Acquired by DoubleClick)   1996 - 1997
Advent Software   1991 - 1995

Skills
Demand Generation, Marketing Strategy, Product Marketing, Budget Process, Social Media Marketing, Digital Marketing, Positioning, Strategic Partnerships, Creative Services, Trade Shows, Email Marketing, Sales Presentations, Web Analytics, Start-ups, B2B, B2G, B2C, Education, Non-profits, Lead Generation, Content Strategy, Direct Marketing, SEM, Leadership, Cross-functional Team..., Marketing, Management

Education
California State University-Long Beach
B.A., Communications, Journalism

Blake Rego Blake Rego Miami Beach, Florida Details
Blake Rego's Advent Software Experience May 2009 - November 2011
Job Senior Software Engineer at Bjönd
Industry Computer Software
Experience
Bjönd   February 2015 - Present
Kenzan Media  December 2013 - December 2014
WeWork  February 2013 - August 2013
Green Charge Networks  November 2011 - February 2013
Advent Software   May 2009 - November 2011
Tamale Software  August 2008 - May 2009
Funny Garbage  January 2008 - April 2008
University of Pennsylvania  June 2007 - August 2007
Columbia University  September 2006 - May 2007

Skills
JavaScript, Ruby on Rails, Python, HTML, Algorithms, Scrum, Software Engineering, Mobile Applications, Java, C#, Linux, .NET, Git, C++, Heroku, Ruby, ASP.NET MVC, Entity Framework, CSS, HTML5, HTML 5, jasmine, Web Development, Web Applications

Education
Columbia University in the City of New York   2004 — 2008
B.S., Applied Physics

Andrea Olivares Andrea Olivares San Francisco Bay Area Details
Andrea Olivares's Advent Software Experience July 2008 - August 2008
Job Operations Associate
Industry Financial Services
Experience
EQIS - Reinventing Wealth Management   October 2014 - Present
Gap Inc.  December 2011 - July 2015
Dominican University of CA: Barowsky School of Business   2013 - 2014
Associated Students of Dominican University   September 2012 - May 2013
Self Employed  June 2010 - December 2011
Advent Software   July 2008 - August 2008

Skills
Microsoft Office, Teamwork, PowerPoint, Word, Microsoft Word, Community Outreach, Management, Spanish, Time Management, Sales, Event Planning, Social Networking, Critical Thinking, Social Media, Customer Service, Facebook, Fundraising, Mac, Public Speaking, Data Entry

Education
Dominican University of California   2010 — 2014
Bachelor's Degree, International Business and Management

Contra Costa College   2011 — 2011
General Education

Nikolaj Kavallar Nikolaj Kavallar Jacksonville, Florida Area Details
Nikolaj Kavallar's Advent Software Experience May 2012 - Present
Job Engaging, Innovative, Bilingual Senior Analyst
Industry Information Technology and Services
Experience
Advent Software   May 2012 - Present
Bank of America  October 2010 - April 2012
Sears Holdings Corporation  September 2009 - May 2010
Florida State College at Jacksonville  November 2008 - May 2009
Vetter-Pharma Fertigung GmbH & Co. KG   August 2005 - August 2006

Skills
Microsoft Excel, Financial Analysis, Microsoft Office, Analysis, Data Analysis, PowerPoint, Access, Investments, Microsoft Word, Management, Customer Service, Business Analysis, Risk Management, Financial Modeling, Process Improvement, Leadership, Budgets, Team Leadership, Strategic Planning, Team Building, Project Management, Time Management, MSSQL, Project Leadership, Reconciliation, Data Processing, Training & Mentoring, Data Research, Cross-Organization..., Product Improvements, Teamwork, Salesforce.com, Rally Agile, GoToMeeting, Skype, PSPAD, Adobe Illustrator, Outlook, QA Testing, Product Innovation, SaaS, Cloud Computing, Business Intelligence

Education
University of North Florida   2009 — 2012
Bachelor of Business Administration (BBA), Finance

Florida Community College at Jacksonville   2007 — 2009
AA, Business

Wirtschaftsgymnasium Bad Saulgau   2005 — 2006
Business

Christy Ray Christy Ray Jacksonville, Florida Area Details
Christy Ray's Advent Software Experience July 2015 - Present
Job Financial Services Professional/Yoga Instructor
Industry Banking
Experience
Advent Software   July 2015 - Present
Achieve Fitness  January 2014 - Present
Deutsche Bank  October 2014 - April 2015
Bank of America-Merrill Lynch  May 2013 - October 2014
Jacksonville Aviation Authority  February 2012 - September 2012
Lender Processing Services, Inc. (LPS)   2012 - 2012
Deutsche Bank  May 2010 - August 2011
The Jacksonville Bank  December 2009 - April 2010
Merrill Lynch  December 2006 - November 2009
American Enterprise Bank of Florida  February 2004 - August 2006

Skills
Finance, Banking, Risk Management, Account Reconciliation, Financial Analysis, Loans, Credit, Accounting, Customer Service, Leadership, Retail Banking, Microsoft Excel, Outlook, Financial Reporting, Auditing, Cash Management, Training, Management, Strategic Planning, Team Building, Portfolio Management

Education
University of Phoenix
BSB, Accounting and Finance

College of Southern Maryland
Business Administration and Management, General

Adnan Haider Adnan Haider San Francisco Bay Area Details
Adnan Haider's Advent Software Experience July 2014 - September 2014
Job University of California, Berkeley
Industry Financial Services
Experience
Syntex Global  February 2014 - May 2015
Advent Software   July 2014 - September 2014
The AroundCampus Group  May 2014 - June 2014
City College of San Francisco  January 2012 - May 2013

Skills
Leadership, Microsoft Excel, Data Analysis, Economics, Business Strategy, Public Speaking, Java, Financial Analysis, Corporate Finance, Statistics, C++, Financial Modeling, Strategic Planning, Investment Banking, SharePoint, PowerPoint, Auditing, Matlab, SAP, Business Development, Tutoring, Microsoft Word, Supply Chain Management, Microsoft SQL Server, Microsoft Office

Education
University of California, Berkeley
Bachelor's degree, Economics, Senior

City College of San Francisco   2010 — 2012
Associate's degree, Liberal Arts and Sciences

Victor Bernardino Victor Bernardino Greater New York City Area Details
Victor Bernardino's Advent Software Experience January 2007 - Present
Job
Industry Computer Software
Experience
Advent Software   January 2007 - Present

Education
Drexel University   1994 — 1996
MBA, LeBow College of Business, Magna Cum Laude

Franklin & Marshall College
BA, Business

Paulsboro High

Elizabeth Mayte De la lanza Elizabeth Mayte De la lanza San Francisco Bay Area Details
Elizabeth Mayte De la lanza's Advent Software Experience May 2008 - Present
Job Senior Business Analyst at Advent Software
Industry Financial Services
Experience
Advent Software   May 2008 - Present
HSBC  February 2008 - May 2008
PRS Consulting   August 2007 - February 2008
Porcelanosa  February 2006 - August 2007
PRS Consulting   April 2004 - February 2006
BANCO DE SABADELL   February 1999 - April 2004
Bank Atlantic  January 1998 - January 1999
Bank Atlantic  January 1997 - January 1998

Skills
Finance, Banking, Investments, Portfolio Management, Financial Services, CRM, Leadership, Fixed Income, Equities, Asset Management, Management, Budgets, Business Development, Project Management, Analysis, Financial Risk, Agile Methodologies

Education
Florida International University   2003 — 2005
Bachelor of Arts, Economics

Miami Dade College   1995 — 2003
Associate of Arts, Economics

Nigel Mendez Nigel Mendez Greater Minneapolis-St. Paul Area Details
Nigel Mendez's Advent Software Experience July 1995 - July 2002
Job Attorney at Carlson & Associates, Ltd
Industry Law Practice
Experience
Carlson & Associates, Ltd.   September 2005 - Present
League of Minnesota Cities  May 2004 - August 2005
Advent Software   July 1995 - July 2002

Skills
Civil Litigation, Real Estate, Collections, Insurance, Legal Advice, Legal Research, Legal Writing, Homeowner Association..., Community Association..., Contract Negotiation, Mediation, Litigation, Appeals, Courts, Legal Issues, Property Law, Westlaw, Commercial Litigation, Corporate Law

Education
University of Minnesota Law School   2002 — 2005
J.D.

Harvard University   1996 — 2000
CAS

Connecticut College   1991 — 1995
B.A.

Avon Old Farms   1987 — 1991

Prince Michael Gomez Prince Michael Gomez Santa Clara, California Details
Prince Michael Gomez's Advent Software Experience October 2014 - February 2015
Job Compatibility/Support Engineer at Roomie Remote, Inc.
Industry Computer Networking
Experience
Roomie Remote, Inc.   July 2015 - Present
Verizon  February 2015 - July 2015
Advent Software   October 2014 - February 2015
Wind River  February 2014 - October 2014
Intel Corporation  November 2012 - February 2014
Xerox  March 2009 - November 2012
HENNES AND MAURITZ SL   May 2008 - March 2009
Discount Tire Company  May 2007 - May 2008

Skills
Call Centers, Troubleshooting, Technical Support, Visio, Customer Service, Testing, Networking, Microsoft Office, Project Management, Hardware, Team Leadership, Telecommunications, Business Analysis, Vendor Management, Customer Support, Product Management, Customer Experience, Process Improvement, Linux, Customer Satisfaction, Software Installation, Team Building, Teamwork, Network Administration, Microsoft Word, Customer Escalation..., Knowledge Base, Competitive Analysis, Help Desk Support, mac os, Software Project..., Analysis, Computer Hardware, Microsoft Excel, PowerPoint, Vlookup, Hlookups, MS Excel Pivot Tables, Smoke Testing, Windows 7, Data Analysis, Ubuntu, FlexLM, VMware, Unix, Microsoft SQL Server

Education
California State University-Hayward   1999 — 2004
Bachelors, Business Administration; Telecommunications

California State University-Hayward - School of Business and Economics   1999 — 2004
BA, Business Administration, Management and Operations

Nathaniel Badder Nathaniel Badder Baltimore, Maryland Area Details
Nathaniel Badder's Advent Software Experience 1999 - 2001
Job Artist | Writer | Coach | Small Business Operator
Industry Sports
Experience
36 Letters   June 2014 - Present
US Lacrosse  November 2009 - June 2014
US Lacrosse  June 2008 - November 2009
Brentwood School  October 2005 - July 2007
Elmira College  September 2002 - May 2004
Advent Software   1999 - 2001

Skills
Marketing, Non-profits, Journalism, Program Management, Sports, Public Speaking, Coaching, Nonprofits, Program Development, Editing, Process Improvement, Organizational..., Creative Writing, Leadership, Team Building, Fundraising, Social Media, Public Relations, Management

Education
Elmira College   2002 — 2004
M.S.Ed., General Education

Middlebury College   1994 — 1998
B.A., Political Science

Gilman School   1990 — 1995

Padam Bhandari Padam Bhandari Dallas/Fort Worth Area Details
Padam Bhandari's Advent Software Experience September 2014 - August 2015
Job Software Engineer at DATASCAN, LP
Industry Information Technology and Services
Experience
Advent Software   September 2014 - August 2015
The Princeton Review  February 2008 - September 2013

Skills
Financial Software..., Microsoft SQL Server, .NET, ASP.NET, C #, Java, Python, HTML, CSS, Java Enterprise Edition, JavaScript, MySQL, Android Development, Video Games, Common Lisp, AS400 system, ADP E-Time, JDBC, Microsoft Excel, VB.NET, PowerPoint, Mac OS, Ms Access, Hibernate, Ubuntu, C#, Software Development

Education
City University of New York-Herbert H. Lehman College
Bachelor of Science (B.Sc.), Computer Science

Justin Kern Justin Kern Greater New York City Area Details
Justin Kern's Advent Software Experience April 2008 - March 2011
Job Senior Account Executive at SS&C Technologies
Industry Computer Software
Experience
SS&C Technologies  June 2013 - Present
IDV Solutions  March 2011 - June 2013
Advent Software   April 2008 - March 2011
Champion Underwriters   January 2000 - April 2003
General Star Management   1996 - 2000

Skills
Selling, Sales, Enterprise Software, Salesforce.com, Solution Selling, Account Management, New Business Development, Business Intelligence, Contract Negotiation, Business Development, Sales Process, Sales Presentations, Sales Management, Public Speaking, SaaS, Negotiation, Customer Service, CRM, Customer Relations, Consultative Selling, PowerPoint, Networking

Education
Fairfield University   1992 — 1996
Bachelor of Arts, Economics

Holy Cross High School   1988 — 1992

Mark Katzenberger Mark Katzenberger San Francisco, California Details
Mark Katzenberger's Advent Software Experience November 2004 - January 2013
Job Retired Training and Instructional Design
Industry Computer Software
Experience
Chevron  September 2013 - March 2014
Advent Software   November 2004 - January 2013
Bears of San Francisco   June 2000 - May 2004
Technology Integration Group  November 1995 - November 2002
Bank of America  November 1993 - November 1995
Pacific Gas and Electric Company  July 1982 - July 1993

Skills
Windows, Mac, Windows Server, iOS, Axys, APX, VLS, Camtasia, Microsoft Office, Training, Business Intelligence, Microsoft SQL Server, Operating Systems, Employee Training, Active Directory, Microsoft Exchange, Business Analysis, Networking, Software Documentation, Content Management, Enterprise Software, Management, Leadership, Project Management, CRM, Consulting

Education
San Francisco State University   1981 — 1982
BS, Business Administration and Management, General

City College of San Francisco   1980 — 1981
Business Administration and Management, General

University of Michigan   1973 — 1975
Liberal Arts and Sciences, General Studies and Humanities

Naisha Mack Naisha Mack Atlanta, Georgia Details
Naisha Mack's Advent Software Experience January 2007 - May 2008
Job
Industry Computer Software
Experience
EFT Middleware   April 2015 - Present
Global Blue  April 2013 - April 2015
Global Blue  May 2011 - April 2013
Monness, Crespi, Hardt   2007 - 2011
Nirvana Solutions  January 2010 - September 2010
Advent Software   January 2007 - May 2008
Citigroup Corporate Investment Bank   July 2006 - November 2006
Cadwalader, Wickersham & Taft LLP   March 2004 - June 2006
Drexel University  December 2000 - March 2003
Salomon Smith Barney Inc  July 2000 - September 2000

Skills
Integration, XML, Finance, CRM, Training, Software Documentation, Microsoft Office, Project Management, Payment Systems, Payment Card Processing, Business Process, Product Management, Software Implementation, HTML, Consulting, Databases, Software Project..., Technical Documentation, Technical Support, Payments, Payment Industry, Database Administration, Process Improvement, Project Planning, Strategy, Business Development, Portfolio Management, SharePoint, Business Analysis, Financial Services, Analysis, Management, SQL, Business Intelligence, Requirements Gathering, Vendor Management, Requirements Analysis, Electronic Payments, Business Process..., Visio, Risk Management, Relationship Management, IT Strategy, Mobile Payments, Professional Services, Credit Cards, Leadership, SaaS, Enterprise Software

Education
Drexel University   2000 — 2005

Shafi Alam Shafi Alam San Francisco Bay Area Details
Shafi Alam's Advent Software Experience July 2010 - February 2014
Job Software Engineer at Workday
Industry Computer Software
Experience
Workday  February 2014 - Present
Advent Software   July 2010 - February 2014
Wayne State University  September 2009 - May 2010
Information Services, Wayne State University   February 2007 - August 2009

Skills
Microsoft SQL Server, Java, SQL, Linux, Unix, Perl, XML, Algorithms, MySQL, C++, C, MPI, JavaScript, Hadoop, Agile Methodologies

Education
Wayne State University   2006 — 2008
MS, Computer Science

East West University   2001 — 2004
BSc, Computer Science & Engineering

Johanna Horner Johanna Horner Fayetteville, North Carolina Area Details
Johanna Horner's Advent Software Experience October 1999 - February 2001
Job Owner, GIJANE*2010
Industry Military
Experience
GIJANE*2010   January 2011 - Present
The Dog Lady Pet Services, Serving Fayetteville, Eastover, Raeford, Cameron and Rockfish   January 2011 - Present
Open Adoption Contracts Political Action Committee   2013 - 2014
Open Adoption Contracts Political Action Committee   2013 - 2014
Advantage Newspaper Consultants  June 2007 - April 2010
PetSmart  2007 - 2007
Happy Tails Country Club   2006 - 2006
Advent Software   October 1999 - February 2001
Wilbanks, Smith & Thomas Asset Management   December 1996 - August 1999

Skills
Pet Sitting, Dogs, Sales, Dog Training, Boarding, Online Advertising, Advertising Sales, Event Planning

Education
East Carolina University   1990 — 1995
B.S., Recreation Management/Business Admin

Sam Small Sam Small Jacksonville, Florida Area Details
Sam Small's Advent Software Experience April 2015 - Present
Job Client Support Specialist at Advent Software
Industry Information Technology and Services
Experience
Advent Software   April 2015 - Present
Advent Software   March 2014 - April 2015
Coral Gables Podiatry   May 2012 - October 2013
Coral Gables Podiatry   December 2010 - May 2012

Skills
Leadership, Finance, Microsoft Excel, PowerPoint, Public Speaking, Team Building, Time Management, Office Administration, Leadership Development, Customer Service, Team Management, Presentations, Typing

Education
Florida Atlantic University   2009 — 2013
Business, Concentration in Finance

Bartram High School   2005 — 2009
Diploma, General Studies

Benjamin Flynn Benjamin Flynn Boston, Massachusetts Details
Benjamin Flynn's Advent Software Experience January 2012 - December 2013
Job Chief Technology Officer + Founder at Bjönd
Industry Computer Software
Experience
Bjönd, Inc.   January 2014 - Present
Advent Software   January 2012 - December 2013
Advent Software   October 2008 - January 2012
Tamale Software  2006 - 2008
Pitney Bowes  May 2003 - September 2006

Skills
Java, C#, Project Planning, Leadership, Project Management, JBoss, EJB, J2EE, PostgreSQL, Linux, Unix, People Management, C, C++, Python, Software Development, JBoss Application Server, Software Project..., Agile Methodologies, Software Documentation

Education
Wesleyan University   1998 — 2003
BA, Government

Fairfield University   2003 — 2004
MA, American Studies

Saint Paul's School   1994 — 1998
High School

Adam Burchfield Adam Burchfield Saint Augustine, Florida Details
Adam Burchfield's Advent Software Experience July 2015 - Present
Job Client Relationship Manager at Advent Software
Industry Financial Services
Experience
Advent Software   July 2015 - Present
Advent Software   July 2015 - Present
Deutsche Bank  March 2014 - July 2015
Four Winds Casino Resort  2007 - May 2013

Skills
Customer Service, Team Management, Building Relationships, Theft Prevention, Casino Gaming, Operations Management, Gaming, Casino, Customer Satisfaction, Event Planning

Education
Florida State University   2003 — 2006
Bachelor's degree, Recreation and Leisure Service Administration

University of North Florida   2001 — 2003
Associate of Arts (A.A.)

Hod Greeley, Ph.D. Hod Greeley, Ph.D. San Francisco Bay Area Details
Hod Greeley, Ph.D.'s Advent Software Experience August 2007 - December 2008
Job Director, Head of US Developer Ecosystem Group, Media Solutions Center America, at Samsung Information Systems America
Industry Computer Software
Experience
Samsung Information Systems America  March 2013 - May 2015
Samsung Information Systems America  January 2013 - February 2013
Samsung Telecommunications America  April 2012 - January 2013
Samsung Telecommunications America  October 2010 - April 2012
Samsung Telecommunications America  December 2008 - October 2010
Advent Software   August 2007 - December 2008
Nokia, Inc.   2000 - 2002
Network Alchemy, Inc.   1999 - 2000
Network Associates, Inc.   1997 - 1999
McAfee, Inc.   1995 - 1997

Skills
Developer Relations, Linux, Mobile Devices, Platform Evangelism, C++, Java, Android, Android Development, Bada, Computational Chemistry, Physics, Numerical Analysis, PHP, Software Development, Mobile Applications, JavaScript, Strategic Partnerships, Strategy, HTML, Device Drivers, Cloud Computing, Management, Perl, Mobile Technology, Product Management, Software Engineering, CSS, SQL, Shell Scripting, Embedded Systems, C, Distributed Systems, Start-ups, Agile Methodologies, Business Development, OS X, Cross-functional Team..., Unix, Leadership, Networking

Education
Columbia University in the City of New York
Ph.D., Chemical Physics

Columbia University in the City of New York
M.Phil., Chemical Physics

Caltech   1981 — 1986
B.S., Physics

Punahou School   1968 — 1981

Tiffany Chu Tiffany Chu San Francisco Bay Area Details
Tiffany Chu's Advent Software Experience July 2013 - April 2015
Job
Industry Computer Software
Experience
Lithium Technologies  April 2015 - Present
Advent Software   July 2013 - April 2015
Advent Software   October 2011 - July 2013
XenoPort  December 2008 - October 2011
IBM  July 2006 - December 2008
The Vanguard Group  May 2005 - July 2005
Applied Matierals   April 2001 - July 2004
Cisco Systems  May 2000 - August 2000

Skills
Financial Modeling, Forecasting, Financial Analysis, Competitive Analysis, Start-ups, Data Analysis, Business Strategy, Valuation, Analysis, Cross-functional Team..., Managerial Finance, Corporate Finance, Finance, Business Analysis, Strategy, Process Improvement

Education
Cornell University - Johnson Graduate School of Management   2004 — 2006
MBA

Santa Clara University   1998 — 2002
BS

Castilleja

Benu Shroff Benu Shroff San Francisco Bay Area Details
Benu Shroff's Advent Software Experience July 1995 - January 2000
Job Director, Product Management at Turn
Industry Computer Software
Experience
Turn  May 2014 - Present
Turn  March 2012 - April 2014
AdBrite  April 2011 - April 2012
Brand.net  February 2010 - November 2010
RMS  June 2004 - November 2010
eSignal, a division of Interactive Data Corporation   2002 - 2004
Advent Software   July 1995 - January 2000
IIS Infotech (now Xansa)   1993 - 1995
Magic Software Pvt Ltd  1992 - 1993

Skills
Product Management, User Experience, Agile Methodologies, Product Requirements, Online Advertising, Display Advertising, Start-ups, Facebook Marketing, Digital Advertising..., Facebook API, Mobile Advertising, Enterprise Software, User Interface Design, Analytics, Strategic Partnerships, Interaction Design, Software Development, Mobile Devices, Ad Exchanges, Information Architecture, Cloud Computing, Jasper Reports, SaaS, Management, SQL

Education
University of Pune   1990 — 1992
MS

Delhi University
BS

Tamlynn Turney Tamlynn Turney San Francisco Bay Area Details
Tamlynn Turney's Advent Software Experience April 2009 - October 2011
Job Director, Technical Support at Teachscape
Industry Information Technology and Services
Experience
Teachscape  April 2013 - Present
Teachscape  January 2012 - April 2013
Advent Software   April 2009 - October 2011
Adspace Networks, Inc   September 2003 - April 2009
Adspace Networks  September 2003 - April 2006
ZANTAZ  October 2002 - March 2003
Commerce One, Inc  July 2000 - May 2002
Sybase  October 1995 - July 2000

Skills
Troubleshooting, CRM, Project Management, Management, Technical Support, Information Systems, Vendor Management, Cloud Computing, Call Centers, Strategic Planning, Networking, Enterprise Software, Process Improvement, Program Management, Business Process, Microsoft Office, Salesforce.com, Customer Service, Mac & PC platforms, SaaS, Information Technology, Strategy

Education
California State University-East Bay
BS, Information Management Systems

Brian Reed, PMP Brian Reed, PMP Sacramento, California Area Details
Brian Reed, PMP's Advent Software Experience January 2008 - December 2008
Job IT Senior Solutions Manager at Liberty Home Equity
Industry Information Technology and Services
Experience
Liberty Home Equity Solutions  April 2012 - Present
CoreLogic  May 2009 - December 2012
Advent Software   January 2008 - December 2008
Comerica Bank  April 2007 - January 2008
Entertainment Publications Inc / IAC   September 1999 - March 2007
Sage Software Development   1997 - 1999
Accenture  1994 - 1997

Skills
Business Analysis

Education
Central Michigan University   1989 — 1994
BSBA

Mark Foy Mark Foy San Francisco Bay Area Details
Mark Foy's Advent Software Experience September 2006 - October 2007
Job Independent Oracle EBusiness Suite Consultant; Owner: Vitalita, Inc.
Industry Information Technology and Services
Experience
Twitter  February 2015 - Present
Vitalita, Inc.   February 1998 - Present
Riverbed Technology  October 2010 - January 2015
CalRecycle  April 2010 - September 2010
Wind River  August 2008 - March 2009
TIBCO Software  November 2007 - June 2008
Advent Software   September 2006 - October 2007
VMware  January 2006 - September 2006
Coherent  November 2005 - December 2005
Advent Software   April 2005 - November 2005

Skills
Oracle E-Business Suite, CRM software, Functional..., Functional Design, Functional Analysis, Business Analysis, Oracle Applications, Oracle SQL, PL/SQL, Technical Analysis, Technical Design, Requirements Gathering, Systems Analysis, Software Integration, Software Consulting, Software Implementation, Oracle Discoverer, Salesforce.com, Siebel, Oracle, CRM, Integration, Professional Services, Requirements Analysis, Enterprise Software, Cross-functional..., SDLC, Consulting, Order Management, Unix, ETL, ERP, SQL, Oracle CRM, Order to Cash

Education
University of Illinois at Urbana-Champaign   1990 — 1992
MS, Comptuer Science

Colorado School of Mines   1986 — 1990
BS, Math and Computer Science

Nalini Natarajan Nalini Natarajan San Francisco Bay Area Details
Nalini Natarajan's Advent Software Experience 2001 - 2005
Job Vice President, Product Management & Marketing
Industry Computer Software
Experience
Metabiota  2014 - Present
RMS  2011 - 2014
RMS  2005 - 2011
Advent Software   2001 - 2005
Tenfold Corporation  1999 - 2001

Skills
Product Management, Enterprise Software, SaaS, Product Marketing, Strategy, Cross-functional Team..., Management, Product Development, Cloud Computing, User Experience, Analytics, Market Research, Product Requirements, Product Design, Go-to-market Strategy, Leadership, Product Strategy, Predictive Analytics, Business Intelligence, Software Development, Market Requirements..., Organizational Design, Product Road Mapping, Big Data

Education
University of Cambridge   2014 — 2014
Executive Education, Leadership Development

Florida State University   1997 — 1999
M.S, Chemical Engineering

Osmania University   1993 — 1997
B.Tech, Chemical engineering

Steve Hinchey Steve Hinchey Greater New York City Area Details
Steve Hinchey's Advent Software Experience 2000 - 2003
Job Business Owner Bus4Us, LLP
Industry Information Technology and Services
Experience
Bus4Us, LLP   October 2008 - Present
Paladyne Systems  January 2008 - September 2008
UBS  April 2004 - November 2007
Stark Technical Group  2003 - 2004
Advent Software   2000 - 2003
Olmstead Associates  1998 - 2000
SunGard Data Systems  1990 - 1998
FIRST NATIONAL BANK OF CHICAGO  1986 - 1990
SEI  1981 - 1986

Skills
Requirements Analysis, Project Management, Logistics, Project Planning

Education
D'Amore-McKim School of Business at Northeastern University   1980 — 1981
MBA

University of New Hampshire -- Peter T. Paul College of Business and Economics   1973 — 1977
BS

Kishor Newadkar Kishor Newadkar San Francisco Bay Area Details
Kishor Newadkar's Advent Software Experience February 2013 - Present
Job Solutions Architect Advent Software
Industry Information Technology and Services
Experience
Advent Software   February 2013 - Present

Skills
Oracle Applications, Oracle E-Business Suite, SOA, PL/SQL, Enterprise Software, Order Management, Software Project..., Enterprise Architecture, Oracle SQL, Requirements Analysis, Data Modeling, Data Warehousing, Installed Base, Service Contracts, Oracle TCA, Solution Architecture, Oracle CRM, Oracle Advanced Pricing, Oracle, Install Base, TCA, Service Level Agreements, Business Analysis, CRM, Data Migration, Integration, OBIEE, SDLC

Education
C-DAC Mumbai   1993 — 1995
Master’s Degree, Software Engineering

College of Engineering Pune   1985 — 1989
Bachelor's degree, Mechanical

Alan Freeman Alan Freeman Pittsburgh, Pennsylvania Details
Alan Freeman's Advent Software Experience 2000 - 2001
Job Mortgage Risk & Compliance Executive
Industry Banking
Experience
PNC  January 2015 - Present
PNC Financial Services Group  February 2010 - Present
JPMorgan  2007 - June 2010
JPMorgan  2004 - 2007
Bank One  2001 - 2004
BondNexus   2001 - 2002
Advent Software   2000 - 2001
Reuters  July 1998 - June 1999

Skills
Risk Management, Fixed Income, Equities, Derivatives, Financial Risk, Securities, Data Warehousing, Credit, Analysis, Portfolio Management, Credit Risk, Finance, Banking, Analytics, Investments, Trading, Bonds, Financial Services, CRM, Treasury Management, Management, Capital Markets, Basel II, Commercial Banking, Relationship Management, Program Management, Investment Banking

Education
Carnegie Mellon University   1995 — 1996
MA

Purdue University   1989 — 1992
BA

Fairfield High School   1985 — 1989

Jason Guthrie Jason Guthrie Raleigh-Durham, North Carolina Area Details
Jason Guthrie's Advent Software Experience January 2012 - March 2013
Job Director of Operations
Industry Financial Services
Experience
Franklin Street Partners  March 2013 - Present
Advent Software   January 2012 - March 2013
Advent Software   January 2011 - January 2012
Franklin Street Partners  October 2007 - December 2010
Advent Software, Inc.   September 2006 - October 2007
Cherokee Investment Partners  January 2006 - September 2006
Red Hat  May 2005 - August 2005
Schwab Performance Technologies  October 1997 - August 2004

Skills
Portfolio Management, Financial Services, Hedge Funds, Asset Management, Equities, Fixed Income, Alternative Investments, Asset Allocation, Wealth Management, Mutual Funds, Investments, Investment Management, Trading Systems, Securities, Business Analysis

Education
North Carolina State University - College of Management   2004 — 2006
MBA, Finance

Campbell University   1993 — 1996
BS, Mathematics

Jim Schlueter Jim Schlueter Indianapolis, Indiana Area Details
Jim Schlueter's Advent Software Experience 1999 - 2003
Job Broker at Encore Sotheby's International Realty
Industry Real Estate
Experience
Encore Sotheby's International Realty  January 2014 - Present
F.C. Tucker Company   April 2003 - January 2014
Advent Software   1999 - 2003

Skills
Real Estate Transactions, Customer Service, Selling, Leadership, Strategic Planning, New Home Sales, Buyer Representation, Team Building, Buyers, Commercial Real Estate, First Time Home Buyers, Foreclosures, Listings, Luxury, Property, Property Management, Real Estate Development, Residential Homes, Sales, Sellers, Single Family Homes

Education
Indiana University Bloomington   1992 — 1994

DePauw University   1990 — 1992

Madhvi Puri Madhvi Puri San Francisco Bay Area Details
Madhvi Puri's Advent Software Experience July 2006 - September 2007
Job Senior Director, Group Controller at Taulia Inc.
Industry Accounting
Experience
Taulia Inc.  April 2015 - Present
Taulia Inc.  February 2014 - Present
Xoom Corporation  December 2011 - October 2013
Del Monte Foods  October 2007 - December 2011
Advent Software   July 2006 - September 2007
Siebel Systems  December 2004 - June 2006
PricewaterhouseCoopers  1998 - 2001

Skills
US GAAP, Financial Reporting, Auditing, XBRL, Accounting, Stock Compensation, SEC filings, GAAP, Financial Accounting, Financial Services, Cash Flow, External Audit, IPO, SEC Filings, Financial Statements, Revenue Recognition, Sarbanes-Oxley Act

Education
Claremont McKenna College   1994 — 1998
Bachelor's degree, Economics-Accounting

Diane Grauer Diane Grauer San Francisco Bay Area Details
Diane Grauer's Advent Software Experience March 1994 - May 1998
Job Senior Project Manager, Late Phase and Outcomes Research Group, ICON Clinical Research
Industry Pharmaceuticals
Experience
ICON Clinical Research  2007 - Present
Ovation Research Group  June 2006 - June 2007
iKnowMed  July 1999 - August 2005
Backroads  June 1998 - June 1999
Advent Software   March 1994 - May 1998

Skills
EDC, Clinical Trials, Outcomes Research, Clinical Research, Pharmaceutical Industry, CRO, Data Management, CTMS, Clinical Data Management, Clinical Development, GCP, Oncology, Trial Management, Sop, ICH-GCP, Project Management, Software Project...

Education
Dartmouth College   1988 — 1992
B.A., World Religions

Detroit Country Day School   1984 — 1988

Danny Mullan Danny Mullan San Francisco Bay Area Details
Danny Mullan's Advent Software Experience June 2010 - Present
Job Geneva Support Rep at Advent Software
Industry Financial Services
Experience
Advent Software   June 2010 - Present
Advent Software   May 2005 - June 2009

Skills
Trading Systems, Hedge Funds, Fixed Income, Prime Brokerage, Equities, Market Data, Order Management, Derivatives, Bloomberg, Electronic Trading, Portfolio Management, Alternative Investments, Asset Managment, Securities, Financial Services, Trading, Capital Markets, Options, Credit Derivatives, Unix, Mutual Funds, Atlassian JIRA

Education
CSU Sacramento   1995 — 1998
Accounting and Finance

Matthew Harrell Matthew Harrell San Francisco Bay Area Details
Matthew Harrell's Advent Software Experience 2002 - July 2004
Job Head of Corporate Sales & Channel Management, EMEA at Google
Industry Computer Software
Experience
Google  October 2013 - Present
Harrell Capital Partners, LLC   September 2002 - Present
Google  October 2009 - September 2013
Symantec Corporation  2004 - 2009
Advent Software   2002 - July 2004
Inktomi  1999 - 2002
Pegasystems  1998 - 1999
JPMorgan Chase  1994 - 1996
Montreal Expos Baseball   1993 - 1994

Skills
SaaS, Enterprise Software, Cloud Computing, Solution Selling, Salesforce.com, Go-to-market Strategy, Strategic Partnerships, Demand Generation, Professional Services, Sales Enablement, Start-ups, Product Management, Lead Generation, Direct Sales, Security

Education
Duke University
B.A., Political Science, History

Roy Treible Roy Treible Greater Boston Area Details
Roy Treible's Advent Software Experience October 2000 - July 2004
Job
Industry Financial Services
Experience
Crestwood Advisors LLC  2011 - Present
North American Management  August 2004 - February 2011
North American Management  August 2004 - January 2008
Advent Software   October 2000 - July 2004
Bridgewater Advisors   February 1997 - October 2000

Education
Pace University - Lubin School of Business
MBA

City University of New York-John Jay College of Criminal Justice
BA

John Vandaveer John Vandaveer San Francisco Bay Area Details
John Vandaveer's Advent Software Experience August 2000 - Present
Job Driven Software Engineer devoted to helping companies thrive
Industry Computer Software
Experience
Advent Software   August 2000 - Present
BISYS Fund Services  April 1998 - August 2000
Franklin Templeton Investments  July 1996 - August 1997

Skills
.NET, Java, MCPD, Microsoft SQL Server, Android, JavaScript, C#, Software Project..., Network Security, Microsoft Certified..., SaaS, Business Analysis, Agile Methodologies, Powershell, Databases, Enterprise Software, Fixed Income, Product Launch, Visio, Team Building, Equities, Python, Subversion, Requirements Gathering, Process Improvement, Microsoft Office, Cross-functional Team..., Salesforce.com, Business Intelligence, Android Development, ASP.NET, Series 6, VB.NET, SharePoint, Cloud Computing, SQL, Software Development, Integration, Project Management

Education
College of San Mateo   1997 — 1998
Computer Science

California State University-Sacramento   1990 — 1993
Bachelor's Degree, Business Administration and Management, Real Estate and Land Use Affairs

Angelus Brady Angelus Brady Sacramento, California Details
Angelus Brady's Advent Software Experience February 1993 - January 2006
Job Operations Analyst
Industry Computer Software
Experience
FCA Corp.  May 2007 - January 2008
Advent Software   February 1993 - January 2006

Skills
Hedge Funds, Portfolio Management, Alternative Investments, Series 63, Financial Services, Investment Advisory, Fixed Income, Product Management, Equities, Asset Management, Bloomberg, Trading Systems, Derivatives, Mutual Funds, Strategic Financial..., Trading, Investments, Investment Management, Back Office, Options, Electronic Trading, Financial Analysis, Axys, Advent

Education
San Francisco State University   1977 — 1979
BA, Art History

California State University-Sacramento   1973 — 1977
Transfer, Art History

Donovan Stevens Donovan Stevens Springfield, Massachusetts Area Details
Donovan Stevens's Advent Software Experience April 2008 - August 2012
Job VP Technology Transfer at iQor
Industry Computer Software
Experience
iQor  September 2014 - June 2015
edX  January 2014 - August 2014
Advent Software   April 2008 - August 2012
IBN  May 2005 - March 2008
Tenfold  August 2003 - April 2005
Barclays Global Investors  October 2000 - March 2003
Tenfold  1999 - 2000

Skills
Software Development, Project Management, Business Intelligence, Knowledge Management, Professional Services, Software Project..., Big Data Analytics, P&L Management, Enterprise Software, SaaS, Salesforce.com, Management, Business Analysis, Product Management, Program Management, Enterprise Architecture, Agile Methodologies, Cloud Computing, Integration, Requirements Analysis, Databases, SQL, Agile Project Management, Leadership, Process Improvement, Data Warehousing, Strategy, IT Strategy, Analytics, Portfolio Management, Training Programs, Superior Client Service, Advertising Operations, CRM

Education
Harvard University Graduate School of Education   2013 — 2015
Ed.M., Technology, Innovation, and Education

California Institute of Technology   1992 — 1996
B.S., Geology

Cole Jacobsen Cole Jacobsen San Francisco, California Details
Cole Jacobsen's Advent Software Experience June 2011 - July 2013
Job Account Executive at FinancialForce.com
Industry Financial Services
Experience
FinancialForce.com  June 2014 - Present
Marketo  August 2013 - June 2014
Advent Software   June 2011 - July 2013
Advent Software   July 2009 - June 2011
Yodle Inc.  December 2008 - June 2009
Workshare  August 2007 - August 2008
Workshare  August 2007 - August 2008

Skills
Strategic Thinking, Team Leadership, Solution Selling, Databases, Problem Solving, Customer Relations, Enterprise Software, Risk Management, Prospect Qualification, Marketing, Lead Generation, CRM, Direct Sales, Sales Process, Social Networking, Salesforce.com, Account Management, Training, Sales Presentations, Sales, Customer Service, Project Management, Team Management, SaaS, Leadership

Education
California State University-Long Beach   2003 — 2006
Bachelor's, Psychology

Clovis West High School   1998 — 2001
Diploma

Steve Marxheimer Steve Marxheimer San Francisco Bay Area Details
Steve Marxheimer's Advent Software Experience 2003 - 2006
Job Corporate Controller at Procera Networks
Industry Wireless
Experience
Procera Networks  2009 - Present
Plantronics  2006 - 2009
Advent Software   2003 - 2006
Quantum  1996 - 2001
Lam Research  1995 - 1996

Education
California State University-Hayward - School of Business and Economics   1985 — 1987

Boris Yazlovitsky Boris Yazlovitsky Greater Boston Area Details
Boris Yazlovitsky's Advent Software Experience March 2012 - September 2012
Job IT at Cantella
Industry Computer Software
Experience
Cantella  April 2013 - Present
Harvard Medical School  September 2012 - March 2013
Advent Software   March 2012 - September 2012
Pfizer Pharmaceuticals  October 2009 - March 2012
Wyeth Pharmaceuticals  February 2009 - March 2012
Guardium  December 2007 - November 2008
Bose Corporation  July 2007 - November 2007
EMC  April 2000 - June 2007
NewsEdge  November 1998 - April 2000
AMD  1994 - November 1998

Skills
Linux, Perl, Apache, MySQL, Servers, Cluster, Unix Shell Scripting, Storage, Subversion, System Administration, Virtualization, Integration, System Architecture, Software Engineering, Disaster Recovery, Operating Systems, CVS, DNS, Security, Data Center, Object Oriented Design, Programming, SAN, Bash, Tomcat, HTML, Open Source, Linux System..., Troubleshooting, Microsoft SQL Server, Scalability, DNS Server, DHCP, IT Operations, EMC Storage, Shell Scripting, Switches, WordPress, Asterisk, IP PBX, juniper firewall, sophos endpoint, sophos safeguard

Education
St. Edward's University   1993 — 1997
Bachelor of Science (B.S.), Mathematics

Carnegie Mellon University   1987 — 1990
Mathematics

American Jiann Shyong

Jason Flaherty Jason Flaherty San Francisco Bay Area Details
Jason Flaherty's Advent Software Experience October 2010 - April 2014
Job
Industry Computer Software
Experience
Advent Software   October 2010 - April 2014
Mazama Capital Management  November 2007 - April 2009
Bank of America/ Fleet Specialists   March 2000 - March 2007
Delta Airlines  February 1997 - January 2003
The Inn Home for Boys  August 1996 - August 1997

Skills
Risk Management, Equities, Asset Managment, Financial Modeling, Portfolio Management, Investments, Mutual Funds, Financial Analysis, Valuation, New Business Development, Analysis, Fixed Income, Business Strategy, Strategic Planning, Trading

Education
College of the Holy Cross   1992 — 1996
Bachelor of Arts, History

Chaminade High School   1988 — 1992

Roland de Filippi Roland de Filippi Greater Boston Area Details
Roland de Filippi's Advent Software Experience March 2007 - January 2011
Job VP, Software at Global Project Design
Industry Computer Software
Experience
Advanti Solutions   March 2013 - Present
Global Project Design  January 2011 - Present
Advent Software   March 2007 - January 2011
Ariano Development, Inc.   April 2003 - March 2007
Global Project Design  September 2001 - March 2003

Skills
Project Design, Project Planning, Product Management, Software Project..., User Experience, User-centered Design, Business Process Design, Human Computer..., Scrum, Information Architecture, Project Management, Project Delivery, Architectural Design, Construction Drawings, Construction, Program Management, Project Portfolio..., Cross-functional Team..., Business Process..., Management Consulting, PMP, PMO, Team Leadership, Architecture, SaaS, Software Development, Vendor Management, Management, Integration, IT Strategy, Leadership, Process Improvement, Start-ups, Strategy, Change Management, Telecommunications, Enterprise Software, Agile Project Management, Agile Methodologies, Cloud Computing, Business Analysis, Software Engineering, Business Intelligence, Requirements Analysis, Enterprise Architecture, SDLC, Professional Services, Strategic Partnerships, Software Implementation, Architectures

Education
Carnegie Mellon University   1983 — 1995
MS-CS, CAD system design

Carnegie Mellon University   1983 — 1995
B-Arch, Architecure

Carnegie Mellon University   1983 — 1995
BS-History, Urban planning and public policy

David Jr. Lau David Jr. Lau San Francisco Bay Area Details
David Jr. Lau's Advent Software Experience May 2009 - Present
Job technical data center manager at Advent Software
Industry Computer & Network Security
Experience
Advent Software   May 2009 - Present
USinternetworking  February 2001 - August 2004
Productivity Point International  February 1999 - January 2001

Skills
Datacenter..., Datacentres, Dell PowerEdge Servers, Dell Computers, Dell OpenManage, Dell PowerVault, Dell Workstations, Arcserve, Microsoft SQL Server, Cloud Computing, Cloud Storage, Tape Libraries, Tape Management, Tape Backup, 2008 R2, 2008 Administration, Systems Management..., Win 2003

Education
California State University-Los Angeles   1993 — 1999
Bachelor of Business Administration (BBA), Sociology

UC Berkeley   1993 — 1996

Nilang Patel Nilang Patel Greater New York City Area Details
Nilang Patel's Advent Software Experience January 2013 - Present
Job Director, Global Solutions Management
Industry Financial Services
Experience
Advent Software   January 2013 - Present
Advent Software   January 2011 - March 2013
Advent Software   March 2009 - January 2011
Amneal Pharmaceuticals  June 2008 - December 2008
Interpharm, Inc  2004 - 2008
Carousel Foods of America   September 2001 - December 2003
PricewaterhouseCoopers  September 2000 - September 2001
Credit Suisse  July 1999 - August 2000

Skills
Enterprise Software, Hedge Funds, Product Management, Portfolio Management, Project Management, Cross-functional Team..., Analytics, Strategy, Equities, Business Analysis, Fixed Income, Trading Systems, Program Management, SaaS

Education
Columbia University - Columbia Business School   2007 — 2008
MBA, Finance

New York University   1995 — 1999
BA, Computer Science

Bernadette Crockett Bernadette Crockett New York, New York Details
Bernadette Crockett's Advent Software Experience September 2008 - February 2013
Job Independent Consultant at Spherix Incorporated
Industry Law Practice
Experience
Spherix Incorporated   August 2014 - Present
Advent Software   September 2008 - February 2013

Skills
Alternative Investments, Asset Management, Business Development, Equities, Financial Services, Fixed Income, Hedge Funds, Salesforce.com, Solution Selling, Trading Systems

Education
Columbia University in the City of New York
B.A., English Literature, magna cum laude

Jeanne Mohler Jeanne Mohler Orange County, California Area Details
Jeanne Mohler's Advent Software Experience May 2000 - December 2004
Job Stella & Dot Stylist
Industry Real Estate
Experience
Independent Stylist  January 2012 - Present
Cashin Comany   June 2006 - June 2007
Advent Software   May 2000 - December 2004

Skills
Real Estate, Real Estate Transactions

Education
California State University-Long Beach - College of Business Administration
Business

Gia Ramza Gia Ramza Greater Boston Area Details
Gia Ramza's Advent Software Experience 1993 - 1999
Job Owner at Gia Ramza Designs
Industry Design
Experience
Gia Ramza Designs   January 2010 - Present
KANA Software  1999 - 2001
Advent Software   1993 - 1999

Skills
Upholstery, Window, Window Treatments

Education
Colorado College   1989 — 1993
BA, Mathematics with Emphasis in Computer Science

Laura Corning Laura Corning Hartford, Connecticut Area Details
Laura Corning's Advent Software Experience June 1998 - August 2000
Job Project Manager
Industry Information Technology and Services
Experience
United Technologies  October 2013 - Present
Cigna  March 2012 - April 2013
United Technologies  January 2009 - October 2011
Advent Software   June 1998 - August 2000
Prodigy Services Company  July 1996 - December 1997
Sosin & Co. LLC   July 1993 - April 1996
AIG Financial Products  August 1988 - July 1993

Education
Cornell University   1980 — 1984
Bachelor of Arts (BA), Biology/Psychology Double Major

Penn State University   1984 — 1986
Master of Science Candidate, Clinical Psychology

Chris He Chris He Greater New York City Area Details
Chris He's Advent Software Experience June 2001 - February 2004
Job Software Engineer at International Securities Exchange
Industry Investment Banking
Experience
International Securities Exchange  November 2008 - Present
Lehman Brothers  October 2005 - October 2008
Citigroup  June 2004 - October 2005
Advent Software   June 2001 - February 2004

Skills
Trading Systems, Electronic Trading, Equity Derivatives, SSRS, Derivatives, Low Latency, Perl, Market Data, C++

Education
Columbia University in the City of New York   1996 — 2000
BS, Computer Science

Negar Chitsaz Negar Chitsaz San Francisco Bay Area Details
Negar Chitsaz's Advent Software Experience November 2014 - September 2015
Job Business Intelligence Manager at Advent Software
Industry Information Technology and Services
Experience
Google  September 2015 - Present
Advent Software   November 2014 - September 2015
Shutterfly Inc.  October 2008 - November 2014
Shutterfly  2012 - 2013
Gap Inc.  2007 - 2008
Cognos  September 2004 - December 2007
Universal Data Access   2002 - 2003
Digital Content Management - Corel Corp   May 2002 - December 2002

Skills
Data Warehousing, Business Intelligence, Cognos, ETL, Data Modeling, SQL, Microstrategy, Teradata, Business Intelligence..., Business Analysis, OLAP, Requirements Gathering, Oracle, Cognos ReportNet, Databases, Microsoft SQL Server, Unix, Integration, Performance Tuning, Data Warehouse..., Soft Skills, Transformer, Powerplay, Analysis Studio, Metadata, Oracle SQL, SQL Server, Tableau, Dashboard, Analysis, Data Integration, Visual Basic, XML, Dashboards, Agile Methodologies, Agile Modeling, Agile Project Management, MicroStrategy, Oracle SQL Developer

Education
Carleton University   2000 — 2006
Bachelor of Engineering, With Distinction Computer Systems (Co-operative Education), Engineering

Michele Velazquez Michele Velazquez San Francisco Bay Area Details
Michele Velazquez's Advent Software Experience October 2013 - Present
Job Customer Success Manager at Advent Software
Industry Computer Software
Experience
Advent Software   October 2013 - Present
Advent Software   April 2012 - October 2013
Advent Software   April 2010 - April 2012

Skills
SaaS, Salesforce.com, Cloud Computing, CRM, Product Management, Integration, Solution Selling, Enterprise Software, SQL, Business Analysis, SharePoint, Software Documentation, Virtualization, Business Intelligence, Software Project..., Project Management

Education
California State University-Los Angeles

Matt Cunha Matt Cunha Greater Boston Area Details
Matt Cunha's Advent Software Experience July 2013 - Present
Job Staff Business Analyst, Solutions Development
Industry Computer Software
Experience
Advent Software   July 2013 - Present
Advent Software   February 2010 - July 2013
Advent Software   July 2006 - February 2010
Tamale Software  October 2005 - July 2006

Skills
Product Management, Enterprise Software, Agile Methodologies, Requirements Gathering, Software Implementation, Software Project..., Software Development, Salesforce.com, Requirements Analysis, Scrum, Business Analysis, Software Design, Project Management, Testing, Agile Project Management, Strategy, SaaS

Education
Fitchburg State University   2001 — 2005
Bachelors, Computer Science

Joseph De Luca Joseph De Luca San Francisco Bay Area Details
Joseph De Luca's Advent Software Experience December 2010 - Present
Job Development Director at Advent Software
Industry Computer Software
Experience
Advent Software   December 2010 - Present
Deutsche Bank Securities  May 2009 - December 2010
Iris Financial  July 2000 - January 2009
Wells Fargo Bank  June 1994 - June 2000

Skills
Architecture, Trading Systems, Risk Management

Education
Drexel University   1980 — 1984
BS, Computer Science

Randall Cook Randall Cook San Francisco Bay Area Details
Randall Cook's Advent Software Experience May 2002 - Present
Job Senior Vice President, General Counsel & Corporate Secretary at Advent Software
Industry Computer Software
Experience
Advent Software   May 2002 - Present
iXL, Inc.   1998 - 2000
Halprin Temple Goodman & Sugrue   1996 - 1998
U.S. Attorneys Office, Washington, D.C.   1995 - 1996
U.S. Department of Commerce, Office of General Counsel   1993 - 1995
US Trade Representative, Executive Office of the President   1992 - 1993

Skills
SaaS/Cloud Computing, IPO, Software and Technology..., SEC Filings, Start-ups, Government Relations..., Privacy Law, Corporate Law, Leadership and..., Strategic Partnerships, Intellectual Property, Mergers & Acquisitions, Corporate Governance, Strategy, Risk Management, Litigation and Dispute..., Litigation, Dispute Resolution, International, Patents, Licensing, Information Security, SaaS

Education
University of California, Berkeley - School of Law   1988 — 1991
JD

Claremont McKenna College
B.A., International Relations and History, summa cum laude

Camille Davie Camille Davie Jacksonville, Florida Details
Camille Davie's Advent Software Experience October 2014 - Present
Job Order & Fulfillment Specialist at Advent Software
Industry Financial Services
Experience
Advent Software   October 2014 - Present
Advent Software   July 2012 - Present
Advent Software   June 2009 - June 2012

Skills
Oracle, Salesforce.com, Microsoft Excel, Hedge Funds, Access, Bloomberg, PowerPoint, Microsoft Word, Financial Services, Customer Service, Microsoft Office, Social Networking, CRM, Social Media

Education
Florida State University   2004 — 2008
Bachelor of Arts (B.A.), Art History, Business, and Museum Studies

Florida State University   2004 — 2008

Andre Zdrok, CIPM Andre Zdrok, CIPM Greater New York City Area Details
Andre Zdrok, CIPM's Advent Software Experience January 2012 - Present
Job Manager of Implementation Services at Advent Software
Industry Computer Software
Experience
Advent Software   January 2012 - Present
Advent Software   April 2006 - Present
SS&C Technologies  January 2005 - April 2006
Financial Models Company  May 1997 - January 2005

Skills
Hedge Funds, Fixed Income, Performance Measurement, Portfolio Management, Derivatives, Alternative Investments, Business Analysis, Asset Managment, Trading Systems, Capital Markets, Equities, Risk Management, Fund Accounting, Financial Markets, Product Management

Education
CFA Institute   2006 — 2007
CIPM, Certificate in Investment Performance Measurement

Columbia University - School of International and Public Affairs   1998 — 2000
Master of International Affairs, Mathematics of Finance

St. John's University, The Peter J. Tobin College of Business   1994 — 1997
Bachelor of Science, Finance

Li Yau Li Yau San Francisco Bay Area Details
Li Yau's Advent Software Experience July 2012 - Present
Job Staff Business Analyst at Advent Software
Industry Management Consulting
Experience
Advent Software   July 2012 - Present
Google  June 2011 - July 2012
Deloitte Consulting  July 2010 - June 2011
Cornell University  August 2006 - May 2010
Deloitte Consulting  June 2009 - August 2009
United Commercial Bank  June 2007 - July 2007

Skills
Salesforce.com, HTML, Online Advertising, SQL, Project Management, Analytics, Business Intelligence, SaaS, Strategy, Requirements Analysis

Education
Cornell University   2006 — 2010
B.S., Computer Science, Electrical and Computer Engineering, Engineering Management

David Muhammad David Muhammad United States Details
David Muhammad's Advent Software Experience March 2007 - June 2012
Job Senior Data Analyst at WellPoint
Industry
Experience
WellPoint  June 2014 - Present
Advent Software   March 2007 - June 2012

Skills
SQL, Access, Data Analysis, Microsoft Office, Microsoft Excel, Customer Service, Teradata, Management, Process Improvement, Research, PowerPoint, Leadership, Training, Visual Basic, Databases, Business Analysis

Education
Cambridge College
Master's degree, Management

Central Connecticut State University
Bachelor of Arts (B.A.), Mathematics

Steven Sears Steven Sears San Francisco Bay Area Details
Steven Sears's Advent Software Experience March 1998 - March 2000
Job Financial Services Professional
Industry Financial Services
Experience
First Republic Bank  September 2012 - Present
Wells Fargo Advisors  2010 - 2012
Morgan Stanley Smith Barney  March 2008 - June 2010
UBS  May 2004 - March 2008
Nollenberger Capital Partners  February 2002 - December 2002
Shott Capital Management  March 2000 - February 2002
Advent Software   March 1998 - March 2000
Charles Schwab  September 1990 - March 1998

Skills
Leadership, Management, Financial Services, Sales, Securities, Banking, Investments, Series 63, Customer Service, Financial Analysis

Education
California State University-Sacramento   1987 — 1989
BS, Finance

Menlo College   1985 — 1987
Business

Steve Yeung Steve Yeung Greater New York City Area Details
Steve Yeung's Advent Software Experience January 2007 - June 2010
Job .
Industry Internet
Experience
Stealth Startup  February 2015 - Present
Borderfree  June 2013 - February 2015
Borderfree  April 2012 - June 2013
Borderfree  July 2011 - April 2012
Borderfree  June 2010 - June 2011
Advent Software   January 2007 - June 2010
MaxMD   December 2004 - December 2006

Skills
Product Management, E-commerce, Agile Methodologies, Object Oriented Design, Start-ups, Software Design, API, Python, SQL, JavaScript, HTML, CSS, XML, API development, Photoshop, Java, jQuery, Linux, Apache, Java Enterprise Edition, Databases, PHP, Ruby on Rails, C#, PostgreSQL, MySQL, LAMP, Subversion, Analytics

Education
Carnegie Mellon University - Tepper School of Business   2003 — 2004
M.S., Electronic Commerce

New York University   2000 — 2003
B.A., Computer Science

Mai Duong Mai Duong San Francisco, California Details
Mai Duong's Advent Software Experience October 2014 - Present
Job Associate Total Rewards & HR Systems Analyst at Advent Software
Industry Human Resources
Experience
Advent Software   October 2014 - Present
Advent Software   June 2012 - September 2014
Advent Software   March 2012 - June 2012
Advent Software, Inc  July 2011 - October 2011
Colgate University  November 2010 - May 2011
Advent Software, Inc  May 2010 - August 2010

Skills
Research, Statistics, Data Analysis, Administration, Onboarding, Data Entry, Database Administration, Microsoft Office, Outlook, Word, PowerPoint, Excel, Microsoft Word, Recruiting, Community Outreach, Leadership, Nonprofits, Microsoft Excel, Training, Public Speaking, Human Resources, Event Planning

Education
Colgate University   2007 — 2011
Bachelor of Arts (B.A.), Psychology

Jackson Cheung Jackson Cheung Emeryville, California Details
Jackson Cheung's Advent Software Experience April 2001 - Present
Job Sr. Technical Solution Analyst at Advent Software
Industry Computer Software
Experience
Advent Software   April 2001 - Present
NerveWire  April 2000 - December 2000
Cisco Systems  June 1998 - February 2000

Skills
Project Management, Microsoft SQL Server, Software Documentation, Technical Support, Process Improvement, Domain Administrator..., Working knowledge of..., Identify process gaps..., Customer-focused;..., Documented and trained..., Experience with working...

Education
California State University-East Bay   1991 — 1996
Bachelor of Business Administration (BBA), Marketing and Finance

San Francisco Community College
Computer and Information Sciences and Support Services

Helen Ku Helen Ku San Francisco, California Details
Helen Ku's Advent Software Experience May 2004 - April 2005
Job Director of Revenue at Embarcadero Technologies
Industry Information Technology and Services
Experience
Embarcadero Technologies  April 2014 - Present
Hewlett-Packard  April 2006 - April 2014
SPL WorldGroup  May 2005 - April 2006
Advent Software   May 2004 - April 2005
HP Autonomy  April 2002 - May 2004
TIBCO Finance Technology Inc.   January 1997 - February 2002

Skills
Oracle, Platinum,..., Fluent in Mandarin, Accounting, Revenue Recognition, Contract Negotiation, SAP, Invoicing, Forecasting, General Ledger, Sarbanes-Oxley Act, Professional Services, Financial Reporting, Financial Audits, Auditing, Financial Statements, Financial Analysis, Variance Analysis, Pricing, P&L, Essbase, Managerial Finance, Finance, US GAAP, Consolidation, Hyperion Enterprise, Cost Accounting

Education
San Francisco State University   1989 — 1993
Master of Business Administration (M.B.A.), Accounting

Chinese Culture University   1981 — 1985
Bachelor of Business Administration (B.B.A.), Economics

Satheesh Balakrishnan Satheesh Balakrishnan Sunnyvale, California Details
Satheesh Balakrishnan's Advent Software Experience December 1994 - Present
Job Director, Software Engineering at Advent Software
Industry Computer Software
Experience
Advent Software   December 1994 - Present
Tata Consultancy Services  July 1990 - May 1993

Education
Coimbatore Institute of Technology   1986 — 1990
Bachelor of Engineering (BE), Computer Science

Ellen Eberle Ellen Eberle San Francisco, California Details
Ellen Eberle's Advent Software Experience March 2007 - August 2015
Job Accounts Payable Accountant
Industry Computer Software
Experience
Advent Software   March 2007 - August 2015
Advent Software   October 2005 - March 2007
Advent Software   May 2002 - May 2005
Advent Software   May 2000 - May 2002
Dolby Laboratories  November 1999 - May 2000
San Francisco Marriott  October 1989 - September 1999

Skills
Accounting, Process Improvement, Financial Analysis, Oracle, Microsoft Office, Customer Service, Business Analysis, Financial Reporting, Project Management, Salesforce.com, SaaS, Sarbanes-Oxley Act

Education
City College of San Francisco
Associate of Arts and Sciences (AAS), Hotel, Motel, and Restaurant Management

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