Advent Software
Industry: Software company
DescriptionAdvent Software is a software company that makes software designed to automate portfolio accounting for investment management firms. These range from family offices and investment advisers to large institutional investors and hedge funds. Headquarters: San Francisco, California, United States Founded: 1983 Number of employees: 1,209 CEO: Robert Roley (30 Jun 2016–), Dave Welling (30 Jun 2016–) Subsidiaries: MicroEdge, Inc, Founders: Stephanie DiMarco, Steve Strand Parent organization: SS&C Technologies
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Advent Software Employees
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
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
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
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
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
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
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
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
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
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)
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
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
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
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
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
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
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
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 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
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
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
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
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
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)
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
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
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
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
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
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
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'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
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
Advent Software December 2003 - Present
Advent Software Co December 2001 - December 2003
Education
College of Marin
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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