Advent Software
Industry: Software company
DescriptionAdvent Software is a software company that makes software designed to automate portfolio accounting for investment management firms. These range from family offices and investment advisers to large institutional investors and hedge funds. Headquarters: San Francisco, California, United States Founded: 1983 Number of employees: 1,209 CEO: Robert Roley (30 Jun 2016–), Dave Welling (30 Jun 2016–) Subsidiaries: MicroEdge, Inc, Founders: Stephanie DiMarco, Steve Strand Parent organization: SS&C Technologies
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1,110 Advent Software employees in database. Find out everything there's to know about Advent Software employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Advent Software Employees
Employee
Years
Job
Industry
Doug Yokoyama Doug Yokoyama's Advent Software Experience October 2012 - July 2015
Job Senior Vice President and Chief Information Officer at Advent Software
Industry Computer Software
Experience
Advent Software October 2012 - July 2015
Advent Software October 2010 - October 2012
Advent Software October 2009 - October 2010
Advent Software February 2003 - October 2009
ActionBase Software Solutions Ltd. June 2001 - February 2003
ProSight January 1999 - April 2001
Advent Software February 1993 - December 1998
Montgomery Securities February 1990 - February 1993
Thomas F. White and Co February 1989 - December 1989
Skills
Management, Change Management, Project Management, Business Analysis, Integration
Education
University of Delaware 1987 — 1989
Master of Arts (M.A.), International Relations
Juniata College 1983 — 1987
Bachelor of Arts (B.A.), International Studies
Kansai Daigaku Gaidai 1985 — 1986
Junior Year Abroad, Japanese Studies
Advent Software October 2012 - July 2015
Advent Software October 2010 - October 2012
Advent Software October 2009 - October 2010
Advent Software February 2003 - October 2009
ActionBase Software Solutions Ltd. June 2001 - February 2003
ProSight January 1999 - April 2001
Advent Software February 1993 - December 1998
Montgomery Securities February 1990 - February 1993
Thomas F. White and Co February 1989 - December 1989
Skills
Management, Change Management, Project Management, Business Analysis, Integration
Education
University of Delaware 1987 — 1989
Master of Arts (M.A.), International Relations
Juniata College 1983 — 1987
Bachelor of Arts (B.A.), International Studies
Kansai Daigaku Gaidai 1985 — 1986
Junior Year Abroad, Japanese Studies
John Fitzgerald, CIPM John Fitzgerald, CIPM's Advent Software Experience December 2011 - June 2013
Job Performance Consultant
Industry Financial Services
Experience
Allstate Financial Services, LLC September 2013 - Present
Advent Software December 2011 - June 2013
Northern Trust Global Investments June 2010 - November 2011
William Blair & Company October 2007 - June 2010
Northern Trust September 2005 - October 2007
Northern Trust April 2000 - August 2005
Northern Trust Corporation May 1998 - April 2000
Northern Trust Corporation April 1996 - April 1998
Skills
Bloomberg, Performance Attribution, Performance Measurement, Market Data, Product Management, Analysis, Performance Reporting, Morningstar, Lotus Notes, Factset, Eagle Pace, Axys, Business Development, Team Management, Team Building, Research, Strategic Planning &..., Leadership, Communication, Project Management, Relationship Building, Process Development, Performance Consulting, Performance Analysis, Portfolio Review, Performance Report..., Application Consulting, Investment Analysis, Accounting Operations..., Accounting Analysis, Client Relationship..., Problem Solving, Auditing, Accounting, CRM, Eagle PACE, Investment Management, Portfolio Management, Financial Services, Management
Education
Illinois State University 1990 — 1995
B.S., Finance, Business Administration
Allstate Financial Services, LLC September 2013 - Present
Advent Software December 2011 - June 2013
Northern Trust Global Investments June 2010 - November 2011
William Blair & Company October 2007 - June 2010
Northern Trust September 2005 - October 2007
Northern Trust April 2000 - August 2005
Northern Trust Corporation May 1998 - April 2000
Northern Trust Corporation April 1996 - April 1998
Skills
Bloomberg, Performance Attribution, Performance Measurement, Market Data, Product Management, Analysis, Performance Reporting, Morningstar, Lotus Notes, Factset, Eagle Pace, Axys, Business Development, Team Management, Team Building, Research, Strategic Planning &..., Leadership, Communication, Project Management, Relationship Building, Process Development, Performance Consulting, Performance Analysis, Portfolio Review, Performance Report..., Application Consulting, Investment Analysis, Accounting Operations..., Accounting Analysis, Client Relationship..., Problem Solving, Auditing, Accounting, CRM, Eagle PACE, Investment Management, Portfolio Management, Financial Services, Management
Education
Illinois State University 1990 — 1995
B.S., Finance, Business Administration
Moses Ting Moses Ting's Advent Software Experience October 2008 - August 2010
Job 设计师 — Design Craftsman
Industry Internet
Experience
Startup February 2015 - Present
LinkedIn September 2010 - February 2015
Napkin Sketches 2001 - 2013
Advent Software October 2008 - August 2010
Tamale Software [acquired] September 2007 - October 2008
MIT Lincoln Laboratory September 2004 - September 2007
CardioMEMS, Inc. January 2003 - June 2004
Skills
User Experience, Interaction Design, CSS, User Interface Design, HTML, JavaScript, Prototype, Adobe Creative Suite, Mobile Design, Concept Development, Python, Mentoring, Rapid Prototyping, User Experience Design, jQuery, Experience Design, Mobile Applications, Web Applications, User Research, Nunchaku, Asking Questions, Wire Framing, Awesomeness
Education
Massachusetts Institute of Technology 2006 — 2007
Visting Student at The Media Lab
Georgia Institute of Technology 2003 — 2004
MS, Electrical Engineering
Georgia Institute of Technology 2003 — 2004
BS, Electrical Engineering
Startup February 2015 - Present
LinkedIn September 2010 - February 2015
Napkin Sketches 2001 - 2013
Advent Software October 2008 - August 2010
Tamale Software [acquired] September 2007 - October 2008
MIT Lincoln Laboratory September 2004 - September 2007
CardioMEMS, Inc. January 2003 - June 2004
Skills
User Experience, Interaction Design, CSS, User Interface Design, HTML, JavaScript, Prototype, Adobe Creative Suite, Mobile Design, Concept Development, Python, Mentoring, Rapid Prototyping, User Experience Design, jQuery, Experience Design, Mobile Applications, Web Applications, User Research, Nunchaku, Asking Questions, Wire Framing, Awesomeness
Education
Massachusetts Institute of Technology 2006 — 2007
Visting Student at The Media Lab
Georgia Institute of Technology 2003 — 2004
MS, Electrical Engineering
Georgia Institute of Technology 2003 — 2004
BS, Electrical Engineering
Nina Kisch Nina Kisch's Advent Software Experience 1998 - 1999
Job Vehicle Electrification and Change Management
Industry Utilities
Experience
Pacific Gas and Electric Company September 2006 - Present
Pacific Gas and Electric Company July 2004 - September 2006
Pacific Gas and Electric Company August 2001 - July 2004
Scient 1999 - 2001
Advent Software 1998 - 1999
Charles Schwab 1993 - 1998
Skills
Instructional Design, Organizational Design, Change Management, Process Engineering, Coaching, Program Management, Training, Management, Performance Improvement, Employee Training, Organizational..., Training Delivery, Project Management, Leadership Development, Organizational..., Performance Management, Leadership, Analysis, Software Documentation, Project Planning, Strategy, Budgets, Strategic Planning, Process Improvement, Business Process..., Team Building, Cross-functional Team..., Management Consulting, Workshop Facilitation
Education
Golden Gate University 2007 — 2011
Masters
Tufts University 1988 — 1992
BA
Hunter College High School 1982 — 1988
Pacific Gas and Electric Company September 2006 - Present
Pacific Gas and Electric Company July 2004 - September 2006
Pacific Gas and Electric Company August 2001 - July 2004
Scient 1999 - 2001
Advent Software 1998 - 1999
Charles Schwab 1993 - 1998
Skills
Instructional Design, Organizational Design, Change Management, Process Engineering, Coaching, Program Management, Training, Management, Performance Improvement, Employee Training, Organizational..., Training Delivery, Project Management, Leadership Development, Organizational..., Performance Management, Leadership, Analysis, Software Documentation, Project Planning, Strategy, Budgets, Strategic Planning, Process Improvement, Business Process..., Team Building, Cross-functional Team..., Management Consulting, Workshop Facilitation
Education
Golden Gate University 2007 — 2011
Masters
Tufts University 1988 — 1992
BA
Hunter College High School 1982 — 1988
Declan Wyrick Declan Wyrick's Advent Software Experience June 2004 - November 2007
Job Senior Finance Manager at Salesforce
Industry Computer Software
Experience
salesforce.com March 2014 - Present
Cloudmark July 2010 - March 2014
Oracle Corporation October 2009 - July 2010
GoldenGate Software September 2008 - October 2009
Autodesk November 2007 - September 2008
Advent Software June 2004 - November 2007
Fireman's Fund Insurance May 2001 - June 2004
Scient Corporation November 1999 - April 2001
Car Club 1999 - 2000
Hewlett Packard December 1995 - October 1999
Skills
Business Modeling, Return on Investment, M&A analysis, Financial Modeling, Pricing, Forecasting, Analytics, SaaS, Start-ups, Salesforce.com, Mergers, Financial Analysis, Strategic Partnerships, Sarbanes-Oxley Act, Financial Services, Business Strategy, Enterprise Software, Business Intelligence, Competitive Analysis, Financial Reporting, Finance, Budgets, Mergers & Acquisitions, Process Improvement, Professional Services, Strategic Planning, Analysis, Cross-functional Team..., Acquisition Integration, Leadership, Executive Management, Management, Accounting, Variance Analysis, Essbase, Revenue Recognition, Corporate Finance, Financial Planning
Education
Loyola Marymount University 1992 — 1994
MBA, International Finance
University of Arizona 1986 — 1990
Bachelors of Science, Finance
salesforce.com March 2014 - Present
Cloudmark July 2010 - March 2014
Oracle Corporation October 2009 - July 2010
GoldenGate Software September 2008 - October 2009
Autodesk November 2007 - September 2008
Advent Software June 2004 - November 2007
Fireman's Fund Insurance May 2001 - June 2004
Scient Corporation November 1999 - April 2001
Car Club 1999 - 2000
Hewlett Packard December 1995 - October 1999
Skills
Business Modeling, Return on Investment, M&A analysis, Financial Modeling, Pricing, Forecasting, Analytics, SaaS, Start-ups, Salesforce.com, Mergers, Financial Analysis, Strategic Partnerships, Sarbanes-Oxley Act, Financial Services, Business Strategy, Enterprise Software, Business Intelligence, Competitive Analysis, Financial Reporting, Finance, Budgets, Mergers & Acquisitions, Process Improvement, Professional Services, Strategic Planning, Analysis, Cross-functional Team..., Acquisition Integration, Leadership, Executive Management, Management, Accounting, Variance Analysis, Essbase, Revenue Recognition, Corporate Finance, Financial Planning
Education
Loyola Marymount University 1992 — 1994
MBA, International Finance
University of Arizona 1986 — 1990
Bachelors of Science, Finance
Hickson Chen Hickson Chen's Advent Software Experience February 2005 - October 2010
Job Managing Partner at High Street Management / Manager at GENRICH Family Office
Industry Investment Management
Experience
GENRICH Family Office April 2014 - Present
High Street Management Advisors October 2013 - Present
Independent Actors January 2007 - Present
SS&C GlobeOp July 2011 - October 2013
High Street Management February 2011 - July 2011
Advent Software February 2005 - October 2010
Tamale Software February 2005 - October 2010
private 1999 - 2010
Brooklyn Brewery 2004 - 2005
Autosmart 2001 - 2003
Skills
CRM, Business Development, Start-ups, Relationship Management, Project Management, Portfolio Management, Hedge Funds, Investments, Account Management, Business Networking, Equities, Management, Emerging Markets, Strategic Alliances, Finance, Alternative Investments, Training, Trading Systems, Taiwanese, French, New Business Development, Private Equity, German, Securities, Investment Banking, Mutual Funds, Marketing, Fixed Income, Consulting, Product Marketing, Financial Services, Brazilian Portuguese, Client Service Oriented, Close Attention to..., Knowledge Base, Out Of the Box, Business Analysis, Capital Markets, Financial Modeling, Investor Relations, Outsourcing, Change Management, Asset Management, Trading, Financial Markets, Valuation, Options, Family Office, Mergers & Acquisitions, Strategy
Education
Imperial College London 1998 — 1999
International Management
Manhattanville College 1995 — 1999
GENRICH Family Office April 2014 - Present
High Street Management Advisors October 2013 - Present
Independent Actors January 2007 - Present
SS&C GlobeOp July 2011 - October 2013
High Street Management February 2011 - July 2011
Advent Software February 2005 - October 2010
Tamale Software February 2005 - October 2010
private 1999 - 2010
Brooklyn Brewery 2004 - 2005
Autosmart 2001 - 2003
Skills
CRM, Business Development, Start-ups, Relationship Management, Project Management, Portfolio Management, Hedge Funds, Investments, Account Management, Business Networking, Equities, Management, Emerging Markets, Strategic Alliances, Finance, Alternative Investments, Training, Trading Systems, Taiwanese, French, New Business Development, Private Equity, German, Securities, Investment Banking, Mutual Funds, Marketing, Fixed Income, Consulting, Product Marketing, Financial Services, Brazilian Portuguese, Client Service Oriented, Close Attention to..., Knowledge Base, Out Of the Box, Business Analysis, Capital Markets, Financial Modeling, Investor Relations, Outsourcing, Change Management, Asset Management, Trading, Financial Markets, Valuation, Options, Family Office, Mergers & Acquisitions, Strategy
Education
Imperial College London 1998 — 1999
International Management
Manhattanville College 1995 — 1999
Richard P. Richard P.'s Advent Software Experience May 2012 - January 2013
Job Financial/Data Analyst
Industry Computer Software
Experience
Chandler Asset Management June 2014 - September 2015
United Technologies June 2013 - May 2014
Noob Rescue, Inc. February 2013 - May 2014
Advent Software May 2012 - January 2013
Accuvest Global Advisors June 2010 - May 2012
United States Senate August 2009 - May 2010
London & Partners June 2009 - July 2009
Department of Homeland Security June 2008 - August 2008
HSBC Auto Finance June 2007 - August 2007
U.S. Pretrial Services June 2007 - August 2007
Education
University of California, Berkeley 2004 — 2009
Bachelor's degree, Political Economy
Indiana University - Kelley School of Business
University of California, Berkeley Extension
Corporate Finance, Corporate Finance, A - Letter Grade
Chandler Asset Management June 2014 - September 2015
United Technologies June 2013 - May 2014
Noob Rescue, Inc. February 2013 - May 2014
Advent Software May 2012 - January 2013
Accuvest Global Advisors June 2010 - May 2012
United States Senate August 2009 - May 2010
London & Partners June 2009 - July 2009
Department of Homeland Security June 2008 - August 2008
HSBC Auto Finance June 2007 - August 2007
U.S. Pretrial Services June 2007 - August 2007
Education
University of California, Berkeley 2004 — 2009
Bachelor's degree, Political Economy
Indiana University - Kelley School of Business
University of California, Berkeley Extension
Corporate Finance, Corporate Finance, A - Letter Grade
Scott Paleta's Advent Software Experience June 2014 - Present
Job Client Support Representative at Advent Software
Industry Financial Services
Experience
Advent Software June 2014 - Present
Florida Soccer Association December 2003 - Present
Fidelity Investments November 2011 - July 2014
Vector Marketing August 2009 - January 2014
Pet Supermarket June 2007 - May 2008
Skills
Sales, Direct Sales, Customer Service, Marketing, Time Management, Retail, Sales Management, Microsoft Excel, PowerPoint, Sales Operations, Cold Calling, Leadership, Microsoft Office, Microsoft Word, Sales Presentations, Market Research, Account Management, Merchandising, Teamwork, Marketing Strategy
Education
Florida State University - College of Business 2007 — 2011
BS, Finance, Management
Advent Software June 2014 - Present
Florida Soccer Association December 2003 - Present
Fidelity Investments November 2011 - July 2014
Vector Marketing August 2009 - January 2014
Pet Supermarket June 2007 - May 2008
Skills
Sales, Direct Sales, Customer Service, Marketing, Time Management, Retail, Sales Management, Microsoft Excel, PowerPoint, Sales Operations, Cold Calling, Leadership, Microsoft Office, Microsoft Word, Sales Presentations, Market Research, Account Management, Merchandising, Teamwork, Marketing Strategy
Education
Florida State University - College of Business 2007 — 2011
BS, Finance, Management
Scott Paster's Advent Software Experience November 2014 - Present
Job Team Lead at Advent Software
Industry Financial Services
Experience
Advent Software November 2014 - Present
Advent Software May 2014 - November 2014
Advent Software July 2012 - April 2014
Wells Fargo July 2005 - July 2012
Merrill Lynch June 1999 - July 2005
Skills
Financial Analysis, Investments, Leadership, Finance, Analysis, Mutual Funds, Budgets, Retirement Planning, Insurance, Sales, Series 7, Team Building, Customer Service, Series 63, Employee Benefits, Small Business, Six Sigma, Loans, Fixed Annuities, Financial Advisory, Wealth Management, Business Process
Education
Florida State University 1995 — 1999
Finance, Psychology
Advent Software November 2014 - Present
Advent Software May 2014 - November 2014
Advent Software July 2012 - April 2014
Wells Fargo July 2005 - July 2012
Merrill Lynch June 1999 - July 2005
Skills
Financial Analysis, Investments, Leadership, Finance, Analysis, Mutual Funds, Budgets, Retirement Planning, Insurance, Sales, Series 7, Team Building, Customer Service, Series 63, Employee Benefits, Small Business, Six Sigma, Loans, Fixed Annuities, Financial Advisory, Wealth Management, Business Process
Education
Florida State University 1995 — 1999
Finance, Psychology
Eric Marshall Eric Marshall's Advent Software Experience January 2000 - August 2006
Job Investment Systems Practice Manager
Industry Investment Management
Experience
Charles River Development May 2014 - Present
Mellon Capital Management August 2006 - May 2014
Advent Software January 2000 - August 2006
Skills
Leadership, Enterprise Software, Project Management, Business Analysis, Asset Management, Investments, Software Development, Hedge Funds, Trading, Portfolio Management, Bloomberg, Middle Office, Trading Systems, Financial Services, Investment Management, Mutual Funds, SDLC, Fixed Income, Equities, Order Management, Charles River IMS
Education
University of Colorado at Denver
Master of Science (M.S.), Finance
Fort Lewis College
Bachelor of Arts (B.A.), Accounting and Business Management
Charles River Development May 2014 - Present
Mellon Capital Management August 2006 - May 2014
Advent Software January 2000 - August 2006
Skills
Leadership, Enterprise Software, Project Management, Business Analysis, Asset Management, Investments, Software Development, Hedge Funds, Trading, Portfolio Management, Bloomberg, Middle Office, Trading Systems, Financial Services, Investment Management, Mutual Funds, SDLC, Fixed Income, Equities, Order Management, Charles River IMS
Education
University of Colorado at Denver
Master of Science (M.S.), Finance
Fort Lewis College
Bachelor of Arts (B.A.), Accounting and Business Management
Linda Wong Linda Wong's Advent Software Experience April 2003 - November 2004
Job R&D Program Manager at Abbott Diabetes Care
Industry Medical Devices
Experience
Abbott Diabetes Care August 2008 - Present
Abbott Diabetes Care November 2004 - August 2008
Advent Software April 2003 - November 2004
NightFire Software June 1999 - October 2002
Kaiser Permanente 1990 - 1999
Skills
Medical Devices, Cross-functional Team..., R&D, Testing, FDA, Validation, ISO 13485, Quality Assurance, Quality System, Product Launch, Design Control, Product Development, Project Management, Process Improvement, Software Engineering, Leadership, Software Documentation, Strategic Planning, Software Quality..., Databases, SQL, Healthcare, Diabetes Management, Software Project..., Program Management
Education
Stevens Institute of Technology 2007 — 2009
Graduate Certificate in Project Management, Project Management
Golden Gate University 1998 — 2000
Master of Science (M.S.), Software Engineering, GPA = 3.954
University of California, Berkeley 1985 — 1990
Bachelor of Science (B.S.), Nutrition & Food Science
Oakland High 1982 — 1985
High school diploma
Abbott Diabetes Care August 2008 - Present
Abbott Diabetes Care November 2004 - August 2008
Advent Software April 2003 - November 2004
NightFire Software June 1999 - October 2002
Kaiser Permanente 1990 - 1999
Skills
Medical Devices, Cross-functional Team..., R&D, Testing, FDA, Validation, ISO 13485, Quality Assurance, Quality System, Product Launch, Design Control, Product Development, Project Management, Process Improvement, Software Engineering, Leadership, Software Documentation, Strategic Planning, Software Quality..., Databases, SQL, Healthcare, Diabetes Management, Software Project..., Program Management
Education
Stevens Institute of Technology 2007 — 2009
Graduate Certificate in Project Management, Project Management
Golden Gate University 1998 — 2000
Master of Science (M.S.), Software Engineering, GPA = 3.954
University of California, Berkeley 1985 — 1990
Bachelor of Science (B.S.), Nutrition & Food Science
Oakland High 1982 — 1985
High school diploma
Meredith Alderson's Advent Software Experience October 2012 - August 2014
Job Experienced team leader passionate about customer success
Industry Real Estate
Experience
Kentucky Select Properties August 2014 - Present
Swerve June 2014 - Present
Advent Software October 2012 - August 2014
Advent Software January 2005 - September 2012
Advent Software January 2002 - December 2004
Advent Software July 1999 - December 2001
San Francisco Sentry July 1997 - July 1999
Skills
SaaS, Financial Services, Project Management, Process Improvement, Technology Solutions, Complex Sales, Enterprise Software, Salesforce.com, Solution Selling, Product Management, Portfolio Management, Business Analysis, Relationship Management, Asset Managment, Account Management, Sales, CRM, Cloud Computing, Asset Management, Business Process..., Management, Strategy, Analytics
Education
Indiana University Bloomington
Kentucky Select Properties August 2014 - Present
Swerve June 2014 - Present
Advent Software October 2012 - August 2014
Advent Software January 2005 - September 2012
Advent Software January 2002 - December 2004
Advent Software July 1999 - December 2001
San Francisco Sentry July 1997 - July 1999
Skills
SaaS, Financial Services, Project Management, Process Improvement, Technology Solutions, Complex Sales, Enterprise Software, Salesforce.com, Solution Selling, Product Management, Portfolio Management, Business Analysis, Relationship Management, Asset Managment, Account Management, Sales, CRM, Cloud Computing, Asset Management, Business Process..., Management, Strategy, Analytics
Education
Indiana University Bloomington
Jennifer Lee King Jennifer Lee King's Advent Software Experience May 2012 - May 2014
Job Director of Demand Generation
Industry Computer Software
Experience
Twilio, Inc. June 2014 - Present
Advent Software May 2012 - May 2014
Advent Software February 2008 - May 2012
Advent Software May 2004 - February 2008
Actuate Corporation January 2000 - April 2004
Actuate Software 1998 - 2000
Actuate Software 1997 - 1998
Skills
SEO, PPC, Lead Generation, Online Marketing, Social Media, Social Media Marketing, SEM, Demand Generation, Marketing Automation, Web Development, Content Management, Vendor Management, Marketing Strategy, Digital Marketing, Online Advertising, Cross-functional Team..., Marketing Communications, Email Marketing, Direct Marketing
Education
Golden Gate University
MS, Integrated Marketing Communications
San Francisco State University, College of Business
BS, Marketing
Twilio, Inc. June 2014 - Present
Advent Software May 2012 - May 2014
Advent Software February 2008 - May 2012
Advent Software May 2004 - February 2008
Actuate Corporation January 2000 - April 2004
Actuate Software 1998 - 2000
Actuate Software 1997 - 1998
Skills
SEO, PPC, Lead Generation, Online Marketing, Social Media, Social Media Marketing, SEM, Demand Generation, Marketing Automation, Web Development, Content Management, Vendor Management, Marketing Strategy, Digital Marketing, Online Advertising, Cross-functional Team..., Marketing Communications, Email Marketing, Direct Marketing
Education
Golden Gate University
MS, Integrated Marketing Communications
San Francisco State University, College of Business
BS, Marketing
Carolina Reyes Carolina Reyes's Advent Software Experience August 2004 - November 2005
Job VP, MUFG Union Bank, N.A.
Industry Banking
Experience
The Bank of Tokyo Mitsubishi UFJ April 2012 - Present
Deloitte November 2011 - April 2012
Federal Reserve Bank of New York November 2005 - November 2011
Société Générale 2006 - 2008
Advent Software August 2004 - November 2005
IBM Global Business Services 2003 - 2004
Skills
Fluent Spanish and..., Sarbanes-Oxley Act, Financial Reporting, Financial Analysis, Accounting, Banking, Basel II, Risk Management, Derivatives, Auditing, Strategic Financial..., Analysis, Account Reconciliation, Asset Managment, Microsoft Excel, Business Analysis, Accounts Payable, Finance, Financial Statements, Internal Controls, Loans, Capital Markets, Financial Planning, Operational Risk, Asset Management
Education
Fordham University 2014 — 2017
Master of Business Administration (MBA), Finance, General
CPA 2010 — 2011
NYS License
CUNY - York College 1999 — 2003
B.S, Accounting
The Bank of Tokyo Mitsubishi UFJ April 2012 - Present
Deloitte November 2011 - April 2012
Federal Reserve Bank of New York November 2005 - November 2011
Société Générale 2006 - 2008
Advent Software August 2004 - November 2005
IBM Global Business Services 2003 - 2004
Skills
Fluent Spanish and..., Sarbanes-Oxley Act, Financial Reporting, Financial Analysis, Accounting, Banking, Basel II, Risk Management, Derivatives, Auditing, Strategic Financial..., Analysis, Account Reconciliation, Asset Managment, Microsoft Excel, Business Analysis, Accounts Payable, Finance, Financial Statements, Internal Controls, Loans, Capital Markets, Financial Planning, Operational Risk, Asset Management
Education
Fordham University 2014 — 2017
Master of Business Administration (MBA), Finance, General
CPA 2010 — 2011
NYS License
CUNY - York College 1999 — 2003
B.S, Accounting
Richard Schonenberg'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 August 2014 - April 2015
Deutsche Bank September 2013 - August 2014
Army Navy Country Club 2007 - 2013
Skills
Customer Service, Microsoft Office, Public Speaking, Microsoft Excel, Social Media, Event Management, Microsoft Word, PowerPoint, Strategic Planning, Budgets, Team Building, Research, Public Relations, Marketing, Teaching, Coaching, Fundraising, Marketing Strategy, Sales
Education
Florida State University 2009 — 2013
Bachelor of Science (B.S.), Economics
Florida State University 2009 — 2013
Bachelor of Science (B.S.), Finance
Advent Software April 2015 - Present
Advent Software August 2014 - April 2015
Deutsche Bank September 2013 - August 2014
Army Navy Country Club 2007 - 2013
Skills
Customer Service, Microsoft Office, Public Speaking, Microsoft Excel, Social Media, Event Management, Microsoft Word, PowerPoint, Strategic Planning, Budgets, Team Building, Research, Public Relations, Marketing, Teaching, Coaching, Fundraising, Marketing Strategy, Sales
Education
Florida State University 2009 — 2013
Bachelor of Science (B.S.), Economics
Florida State University 2009 — 2013
Bachelor of Science (B.S.), Finance
Sara Walsingham's Advent Software Experience July 2015 - Present
Job QA Analyst at Advent Software
Industry
Experience
Advent Software July 2015 - Present
Advent Software May 2011 - July 2015
Skills
Microsoft Word
Education
Florida State University 2006 — 2010
Bachelor’s Degree, Finance
Advent Software July 2015 - Present
Advent Software May 2011 - July 2015
Skills
Microsoft Word
Education
Florida State University 2006 — 2010
Bachelor’s Degree, Finance
Geoffrey Clauss's Advent Software Experience January 2009 - April 2013
Job
Industry Financial Services
Experience
Addepar September 2014 - Present
Addepar May 2013 - September 2014
Digital Cloud, Inc. January 2012 - June 2013
Advent Software January 2009 - April 2013
Advent Software June 2007 - January 2009
Advent Software June 2003 - June 2007
Advent Software January 2001 - November 2003
Advent Software January 2000 - January 2002
Advent Software October 1998 - March 2000
Skills
People Skills, Direct Sales, Sales Management, Salesforce.com, SaaS, Enterprise Software, Solution Selling, Lead Generation, CRM, Strategy, Business Intelligence, Hedge Funds, Leadership, Product Management, Sales Operations, Contract Negotiation, Sales, New Business Development, Partner Management, Product Marketing, Cloud Computing, Consulting, Business Strategy, Project Management, Professional Services, Account Management, Selling, Start-ups, Financial Services, Executive Management, Portfolio Management, Strategic Partnerships, Management, Entrepreneurship, Competitive Analysis, Sales Process, Forecasting, Analysis, Analytics, Business Development, Business Alliances, Go-to-market Strategy
Education
University of Pennsylvania - The Wharton School 2005 — 2005
Professonial Certification, Aresty Institute of Executive Education
Lehigh University - College of Business and Economics 1994 — 1998
Bachelor of Science, Marketing, Finance, Business Management
University of Pittsburgh 1997 — 1997
Semester At Sea
Addepar September 2014 - Present
Addepar May 2013 - September 2014
Digital Cloud, Inc. January 2012 - June 2013
Advent Software January 2009 - April 2013
Advent Software June 2007 - January 2009
Advent Software June 2003 - June 2007
Advent Software January 2001 - November 2003
Advent Software January 2000 - January 2002
Advent Software October 1998 - March 2000
Skills
People Skills, Direct Sales, Sales Management, Salesforce.com, SaaS, Enterprise Software, Solution Selling, Lead Generation, CRM, Strategy, Business Intelligence, Hedge Funds, Leadership, Product Management, Sales Operations, Contract Negotiation, Sales, New Business Development, Partner Management, Product Marketing, Cloud Computing, Consulting, Business Strategy, Project Management, Professional Services, Account Management, Selling, Start-ups, Financial Services, Executive Management, Portfolio Management, Strategic Partnerships, Management, Entrepreneurship, Competitive Analysis, Sales Process, Forecasting, Analysis, Analytics, Business Development, Business Alliances, Go-to-market Strategy
Education
University of Pennsylvania - The Wharton School 2005 — 2005
Professonial Certification, Aresty Institute of Executive Education
Lehigh University - College of Business and Economics 1994 — 1998
Bachelor of Science, Marketing, Finance, Business Management
University of Pittsburgh 1997 — 1997
Semester At Sea
Shruti Pathak, PHR's Advent Software Experience June 2011 - Present
Job HR Generalist at Advent Software
Industry Human Resources
Experience
Advent Software June 2011 - Present
SunPower Corporation June 2006 - February 2011
Wells Fargo Bank September 2003 - December 2005
Skills
Onboarding, HRIS, Employee Benefits, Human Resources, New Hire Orientations, Performance Management, Exit Interviews, Global Mobility, Employment Law, Vendor Management, HR Policies, Training, Sourcing, Applicant Tracking..., Personnel Management, Project Management, Process Improvement, Recruiting, College Recruiting, Benefits Administration, Management
Education
Golden Gate University 2010 — 2011
M.S., Human Resource Management
San Jose State University 2002 — 2007
B.S., Business Administration: Human Resource Management and Marketing
Advent Software June 2011 - Present
SunPower Corporation June 2006 - February 2011
Wells Fargo Bank September 2003 - December 2005
Skills
Onboarding, HRIS, Employee Benefits, Human Resources, New Hire Orientations, Performance Management, Exit Interviews, Global Mobility, Employment Law, Vendor Management, HR Policies, Training, Sourcing, Applicant Tracking..., Personnel Management, Project Management, Process Improvement, Recruiting, College Recruiting, Benefits Administration, Management
Education
Golden Gate University 2010 — 2011
M.S., Human Resource Management
San Jose State University 2002 — 2007
B.S., Business Administration: Human Resource Management and Marketing
Jean-Philippe Innocent's Advent Software Experience 2010 - 2011
Job Relationship Manager Equity Capital Markets
Industry Information Technology and Services
Experience
Dealogic May 2011 - Present
Advent Software 2010 - 2011
Crotona Academy of the Future January 2007 - June 2010
Winston & Strawn LLP November 2008 - March 2010
Skills
Customer Relations, Microsoft Office, Customer Service, Microsoft Excel, PowerPoint, Financial Analysis, Data Analysis, Troubleshooting, Finance, Consulting, Leadership, Marketing, Project Management, Business Strategy, Analysis, CRM, Time Management, Business Intelligence, Social Media, Networking, Management
Education
Fordham University 2006 — 2010
Business Administration, Finance, Information Systems, Econ
Boston College High school
Dealogic May 2011 - Present
Advent Software 2010 - 2011
Crotona Academy of the Future January 2007 - June 2010
Winston & Strawn LLP November 2008 - March 2010
Skills
Customer Relations, Microsoft Office, Customer Service, Microsoft Excel, PowerPoint, Financial Analysis, Data Analysis, Troubleshooting, Finance, Consulting, Leadership, Marketing, Project Management, Business Strategy, Analysis, CRM, Time Management, Business Intelligence, Social Media, Networking, Management
Education
Fordham University 2006 — 2010
Business Administration, Finance, Information Systems, Econ
Boston College High school
Brett Asher's Advent Software Experience June 2014 - Present
Job Engagement Manager at Advent Software
Industry Computer Software
Experience
Advent Software June 2014 - Present
Advent Software April 2012 - June 2014
Internal Revenue Service April 2009 - March 2012
Skills
Microsoft SQL Server, Customer Support, Client Training, Sales Leads, Internal Communications, Committees, Software Documentation, CRM, Databases, Quality Assurance, Leadership, Management, Technical Support, Data Analysis, SQL, Troubleshooting, Salesforce.com, Customer Service, Team Leadership, Networking, Event Planning, SaaS, Business Analysis
Education
Fresno Pacific University 2009 — 2012
Bachelor of Arts (B.A.), Kinesiology and Exercise Science
Advent Software June 2014 - Present
Advent Software April 2012 - June 2014
Internal Revenue Service April 2009 - March 2012
Skills
Microsoft SQL Server, Customer Support, Client Training, Sales Leads, Internal Communications, Committees, Software Documentation, CRM, Databases, Quality Assurance, Leadership, Management, Technical Support, Data Analysis, SQL, Troubleshooting, Salesforce.com, Customer Service, Team Leadership, Networking, Event Planning, SaaS, Business Analysis
Education
Fresno Pacific University 2009 — 2012
Bachelor of Arts (B.A.), Kinesiology and Exercise Science
Alan H. Boudreau Alan H. Boudreau's Advent Software Experience June 1998 - June 2006
Job Visiting Clinical Assistant Professor at Northern Illinois University
Industry Law Practice
Experience
Northern Illinois University College of Law August 2013 - Present
Law Office of Alan H. Boudreau LLC February 2012 - Present
Law Office of Alan H. Boudreau LLC November 2011 - Present
Law Office of Alan H. Boudreau LLC July 2011 - Present
Schiff Hardin LLP January 2010 - June 2011
AIDS Legal Council of Chicago 2009 - 2009
San Francisco Human Rights Commission 2007 - 2007
Advent Software June 1998 - June 2006
FileMaker September 1995 - May 1998
Skills
Mediation, Divorce, Collaborative Law, Family Law, Civil Unions, Estate Planning, LGBT issues, HIV/AIDS, Alternative Dispute..., Wills, Powers of Attorney, Trusts, Pets, Small Business, Negotiation, Disputes, Dispute Resolution, Social Security..., Living Wills, Living Trusts, Software Development, Software Quality..., Software Project..., Solo, Matrimonial Law, Prenuptial Agreements, LGBT rights, LGBT community, Family Mediation, Collaborative Practice, Parenting Plans, Dissolution of Marriage, Domestic Partner..., Public Speaking, Training, Diversity Training, Arbitration, Litigation, Courts, Legal Research, Legal Writing, Dispute
Education
UC Davis School of Law 2006 — 2009
JD, Law
Harvard College 1986 — 1990
A.B., Psychology
Harvard University 1986 — 1990
Bachelor of Arts (B.A.), Psychology
University of Bristol 1988 — 1989
Junior Year Abroad, Psychology and British History
Phillips Exeter Academy 1983 — 1986
Northern Illinois University College of Law August 2013 - Present
Law Office of Alan H. Boudreau LLC February 2012 - Present
Law Office of Alan H. Boudreau LLC November 2011 - Present
Law Office of Alan H. Boudreau LLC July 2011 - Present
Schiff Hardin LLP January 2010 - June 2011
AIDS Legal Council of Chicago 2009 - 2009
San Francisco Human Rights Commission 2007 - 2007
Advent Software June 1998 - June 2006
FileMaker September 1995 - May 1998
Skills
Mediation, Divorce, Collaborative Law, Family Law, Civil Unions, Estate Planning, LGBT issues, HIV/AIDS, Alternative Dispute..., Wills, Powers of Attorney, Trusts, Pets, Small Business, Negotiation, Disputes, Dispute Resolution, Social Security..., Living Wills, Living Trusts, Software Development, Software Quality..., Software Project..., Solo, Matrimonial Law, Prenuptial Agreements, LGBT rights, LGBT community, Family Mediation, Collaborative Practice, Parenting Plans, Dissolution of Marriage, Domestic Partner..., Public Speaking, Training, Diversity Training, Arbitration, Litigation, Courts, Legal Research, Legal Writing, Dispute
Education
UC Davis School of Law 2006 — 2009
JD, Law
Harvard College 1986 — 1990
A.B., Psychology
Harvard University 1986 — 1990
Bachelor of Arts (B.A.), Psychology
University of Bristol 1988 — 1989
Junior Year Abroad, Psychology and British History
Phillips Exeter Academy 1983 — 1986
Gangadhar K M Gangadhar K M's Advent Software Experience 2000 - 2004
Job SAP Consultant at IBM
Industry Information Technology and Services
Experience
IBM June 2004 - Present
Tata Technologies January 2004 - June 2004
Advent Software 2000 - 2004
Advent Software 2000 - 2004
Skills
Business Process, SAP ERP, Requirements Analysis, SAP, ERP, SAP R/3, SAP Implementation, Pre-sales, Software Project...
Education
Kuvempu Vishwavidyanilaya 1990 — 1994
BE, Mechanical Engineer
IBM June 2004 - Present
Tata Technologies January 2004 - June 2004
Advent Software 2000 - 2004
Advent Software 2000 - 2004
Skills
Business Process, SAP ERP, Requirements Analysis, SAP, ERP, SAP R/3, SAP Implementation, Pre-sales, Software Project...
Education
Kuvempu Vishwavidyanilaya 1990 — 1994
BE, Mechanical Engineer
Kelley Megale Kelley Megale's Advent Software Experience January 2015 - Present
Job Account Executive at Advent Software
Industry Financial Services
Experience
Advent Software January 2015 - Present
Advent Software October 2013 - Present
The Royal December 2012 - September 2013
Joonbug/Venuetap December 2012 - January 2013
ASPCA July 2012 - November 2012
Marvelous Mercer September 2007 - August 2012
RTB MEDIA 2012 - 2012
Oheka Castle May 2011 - August 2011
Jq consultants December 2008 - December 2010
Intercoastal Mortgage Company May 2009 - August 2009
Skills
Advertising, PowerPoint, Microsoft Word, Event Management, Customer Service, Google Analytics, Event Planning, Hospitality, Public Speaking, Social Media, Access, Marketing Communications, Marketing, Social Media Marketing, Email Marketing, Time Management, Market Research, Communication, Sports, Sales, Account Management, Facebook, Fundraising, Blogging, Research, Social Networking, Direct Mail, Marketing Strategy, Data Analysis, Public Relations, Sales Management, Integrated Marketing, Online Advertising, Editing, Microsoft Office, Sponsorship, Budgets, Customer Satisfaction, Prospecting Skills, Online Marketing, Direct Marketing, Nonprofits, Team Leadership, Spanish, Leadership, Teamwork, Outlook, WordPress, Photoshop, Google Adwords
Education
James Madison University - College of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Marketing
Advent Software January 2015 - Present
Advent Software October 2013 - Present
The Royal December 2012 - September 2013
Joonbug/Venuetap December 2012 - January 2013
ASPCA July 2012 - November 2012
Marvelous Mercer September 2007 - August 2012
RTB MEDIA 2012 - 2012
Oheka Castle May 2011 - August 2011
Jq consultants December 2008 - December 2010
Intercoastal Mortgage Company May 2009 - August 2009
Skills
Advertising, PowerPoint, Microsoft Word, Event Management, Customer Service, Google Analytics, Event Planning, Hospitality, Public Speaking, Social Media, Access, Marketing Communications, Marketing, Social Media Marketing, Email Marketing, Time Management, Market Research, Communication, Sports, Sales, Account Management, Facebook, Fundraising, Blogging, Research, Social Networking, Direct Mail, Marketing Strategy, Data Analysis, Public Relations, Sales Management, Integrated Marketing, Online Advertising, Editing, Microsoft Office, Sponsorship, Budgets, Customer Satisfaction, Prospecting Skills, Online Marketing, Direct Marketing, Nonprofits, Team Leadership, Spanish, Leadership, Teamwork, Outlook, WordPress, Photoshop, Google Adwords
Education
James Madison University - College of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Marketing
Jesse Gill's Advent Software Experience October 2012 - February 2015
Job Compliance Implementation Consultant at Charles River Development
Industry Computer Software
Experience
Charles River Development March 2015 - Present
Advent Software October 2012 - February 2015
Advent Software April 2011 - October 2012
Advent Software May 2010 - October 2012
Snap.fm January 2007 - May 2010
Northern Arizona University August 2007 - August 2009
AT&T Mobility September 2005 - July 2007
Skills
Enterprise Software, Process Improvement, Customer Service, Technical Support, Business Analysis, CRM, Integration, Salesforce.com, Project Management, Social Media, Testing, Order Management, SaaS, SQL, Advent Moxy, Advent APX, Databases, Financial Services, Microsoft Office, Software Documentation, Advent AMG Platform, Software Workflow..., Advent Rules Manager, Sales, Microsoft Excel, Data Analysis, Electronic Trading..., Trade Order Management, Management, Agile Methodologies, Product Management, Marketing Strategy, Agile Project Management
Education
General Assembly 2014 — 2015
Northern Arizona University 2003 — 2009
B.S.
Charles River Development March 2015 - Present
Advent Software October 2012 - February 2015
Advent Software April 2011 - October 2012
Advent Software May 2010 - October 2012
Snap.fm January 2007 - May 2010
Northern Arizona University August 2007 - August 2009
AT&T Mobility September 2005 - July 2007
Skills
Enterprise Software, Process Improvement, Customer Service, Technical Support, Business Analysis, CRM, Integration, Salesforce.com, Project Management, Social Media, Testing, Order Management, SaaS, SQL, Advent Moxy, Advent APX, Databases, Financial Services, Microsoft Office, Software Documentation, Advent AMG Platform, Software Workflow..., Advent Rules Manager, Sales, Microsoft Excel, Data Analysis, Electronic Trading..., Trade Order Management, Management, Agile Methodologies, Product Management, Marketing Strategy, Agile Project Management
Education
General Assembly 2014 — 2015
Northern Arizona University 2003 — 2009
B.S.
Brian Strickrodt's Advent Software Experience March 2013 - Present
Job Consultant I at Advent Software
Industry Computer Software
Experience
Advent Software March 2013 - Present
Advent Software February 2012 - March 2013
Advent Software April 2011 - February 2012
Merrill Lynch February 2010 - May 2010
Hertz Corporation May 2008 - October 2008
Skills
Management, Enterprise Software, Salesforce.com, Account Management, Customer Service, Business Analysis, SaaS, CRM, Consulting, Project Management, Sales, Software Implementation, Data Integration, Report Writing, Shell Scripting, Linux Server, Microsoft SQL Server, SSRS, Web Services API
Education
Fordham University 2006 — 2010
BS, Finance, Economics
Advent Software March 2013 - Present
Advent Software February 2012 - March 2013
Advent Software April 2011 - February 2012
Merrill Lynch February 2010 - May 2010
Hertz Corporation May 2008 - October 2008
Skills
Management, Enterprise Software, Salesforce.com, Account Management, Customer Service, Business Analysis, SaaS, CRM, Consulting, Project Management, Sales, Software Implementation, Data Integration, Report Writing, Shell Scripting, Linux Server, Microsoft SQL Server, SSRS, Web Services API
Education
Fordham University 2006 — 2010
BS, Finance, Economics
Nathaniel Cramer Nathaniel Cramer's Advent Software Experience 2014 - Present
Job Senior Manager, Demand Generation Marketing at Advent Software
Industry Marketing and Advertising
Experience
Advent Software 2014 - Present
Adsmith Digital, LLC 2011 - Present
Choicelunch 2014 - 2014
ByAllAccounts, Inc. (acquired by Morningstar, Inc.) 2012 - 2014
IMN, Inc. (acquired by Reynolds & Reynolds) 2008 - 2011
IdentityTruth, Inc. (acquired by CSID) 2008 - 2008
Iron Mountain 2005 - 2008
NLG, Inc. (acquired by World Travel Holdings, Inc.) 2000 - 2005
eigodoc communications 1996 - 2000
Skills
Writing & Editing, Email Marketing, Conversion Marketing, Content Strategy, Search, Conversion Optimization, Lead Generation, Content Development, Content Marketing, Writing, Editing, Digital Marketing, CRM, Brand Development, Copywriting, Marketing Communications, PPC, Integrated Marketing, Analytics, Salesforce.com, Strategy, E-commerce, Online Marketing, SEO, SEM, Google Adwords, SaaS, Marketing Strategy, Start-ups, Multi-channel Marketing, Marketing Automation, User Experience, Marketing, Interactive Marketing, Web Marketing, B2B, Demand Generation, Web Design, Website Development, Web 2.0, Web Development, Management, Leadership, Online Advertising
Education
Hamilton College
BA, Cultural Anthropology - for International Business, Writing
Hamilton College
Advent Software 2014 - Present
Adsmith Digital, LLC 2011 - Present
Choicelunch 2014 - 2014
ByAllAccounts, Inc. (acquired by Morningstar, Inc.) 2012 - 2014
IMN, Inc. (acquired by Reynolds & Reynolds) 2008 - 2011
IdentityTruth, Inc. (acquired by CSID) 2008 - 2008
Iron Mountain 2005 - 2008
NLG, Inc. (acquired by World Travel Holdings, Inc.) 2000 - 2005
eigodoc communications 1996 - 2000
Skills
Writing & Editing, Email Marketing, Conversion Marketing, Content Strategy, Search, Conversion Optimization, Lead Generation, Content Development, Content Marketing, Writing, Editing, Digital Marketing, CRM, Brand Development, Copywriting, Marketing Communications, PPC, Integrated Marketing, Analytics, Salesforce.com, Strategy, E-commerce, Online Marketing, SEO, SEM, Google Adwords, SaaS, Marketing Strategy, Start-ups, Multi-channel Marketing, Marketing Automation, User Experience, Marketing, Interactive Marketing, Web Marketing, B2B, Demand Generation, Web Design, Website Development, Web 2.0, Web Development, Management, Leadership, Online Advertising
Education
Hamilton College
BA, Cultural Anthropology - for International Business, Writing
Hamilton College
Caitlin Turney Caitlin Turney's Advent Software Experience June 2014 - Present
Job James Madison University Student
Industry Hospitality
Experience
Advent Software June 2014 - Present
HAUS June 2014 - August 2014
Spotswood Board of Education January 2014 - May 2014
Aramark January 2014 - May 2014
Themed Dinner January 2014 - February 2014
Primo Sports January 2010 - August 2011
Spotswood Elementary School January 2011 - May 2011
Skills
Leadership, Nonprofits, Management, Microsoft Applications, English, Macintosh Applications, Training, Event Planning, Proficient on Mac & PC..., Fundraising, Organizational..., Teamwork, Team Management, Hospitality, Customer Satisfaction, Research, PowerPoint, Social Media, Microsoft Excel, Microsoft Office, Microsoft Word
Education
James Madison University 2010 — 2015
Bachelor of Science (BS) Hospitality, Hospitality Mangement, Standing Senior
Advent Software June 2014 - Present
HAUS June 2014 - August 2014
Spotswood Board of Education January 2014 - May 2014
Aramark January 2014 - May 2014
Themed Dinner January 2014 - February 2014
Primo Sports January 2010 - August 2011
Spotswood Elementary School January 2011 - May 2011
Skills
Leadership, Nonprofits, Management, Microsoft Applications, English, Macintosh Applications, Training, Event Planning, Proficient on Mac & PC..., Fundraising, Organizational..., Teamwork, Team Management, Hospitality, Customer Satisfaction, Research, PowerPoint, Social Media, Microsoft Excel, Microsoft Office, Microsoft Word
Education
James Madison University 2010 — 2015
Bachelor of Science (BS) Hospitality, Hospitality Mangement, Standing Senior
Dan Nye's Advent Software Experience April 2002 - February 2007
Job
Industry Internet
Experience
Rocket Lawyer, Inc December 2009 - Present
Constant Contact March 2009 - Present
HPNY Corporation January 2004 - Present
Rocket Lawyer, Inc March 2010 - March 2014
Hamilton College July 2008 - June 2012
LinkedIn February 2007 - January 2009
Advent Software April 2002 - February 2007
Intuit, Inc. January 1995 - May 2001
Procter & Gamble July 1988 - May 1992
Skills
Advertising, Relationship Management, Segmentation, Operations Management, Consulting, PPC, Strategy, Enterprise Software, Team Building, Executive Management, CEOs, Income Statement, Venture Capital, Cross-functional Team..., Start-ups, Leadership, Strategic Planning, CRM, Management, Team Leadership, Marketing, Analytics, Business Analysis, Strategic Partnerships, Investments, Product Management, Competitive Analysis, Sales, Business Strategy, Small Business, Mergers & Acquisitions, Nonprofits, Business Development, Entrepreneurship, Corporate Development, E-commerce, Market Research, SaaS, Leadership Development
Education
Harvard Business School 1992 — 1994
MBA, Business Administration
Hamilton College 1984 — 1988
BA, Political Science
Rocket Lawyer, Inc December 2009 - Present
Constant Contact March 2009 - Present
HPNY Corporation January 2004 - Present
Rocket Lawyer, Inc March 2010 - March 2014
Hamilton College July 2008 - June 2012
LinkedIn February 2007 - January 2009
Advent Software April 2002 - February 2007
Intuit, Inc. January 1995 - May 2001
Procter & Gamble July 1988 - May 1992
Skills
Advertising, Relationship Management, Segmentation, Operations Management, Consulting, PPC, Strategy, Enterprise Software, Team Building, Executive Management, CEOs, Income Statement, Venture Capital, Cross-functional Team..., Start-ups, Leadership, Strategic Planning, CRM, Management, Team Leadership, Marketing, Analytics, Business Analysis, Strategic Partnerships, Investments, Product Management, Competitive Analysis, Sales, Business Strategy, Small Business, Mergers & Acquisitions, Nonprofits, Business Development, Entrepreneurship, Corporate Development, E-commerce, Market Research, SaaS, Leadership Development
Education
Harvard Business School 1992 — 1994
MBA, Business Administration
Hamilton College 1984 — 1988
BA, Political Science
Todd Honderd Todd Honderd's Advent Software Experience April 2014 - Present
Job Vice President, Strategic Accounts at Advent Software
Industry Financial Services
Experience
Advent Software April 2014 - Present
Advent Software April 2010 - March 2014
Advent Software April 2005 - March 2010
Advent Software January 2001 - March 2005
Advent Software November 1996 - December 2001
PaineWebber January 1996 - September 1996
OLDE Discount Brokerage May 1994 - December 1995
Skills
Account Management, Sales Management, Customer Loyalty, Enterprise Software, Team Leadership, Asset Management, Customer Relations, Asset Managment, Financial Services, Brand Loyalty, Customer Service, Relationship Management, Management, Business Analysis, Salesforce.com, Portfolio Management, Cross-functional Team..., Investments, Strategy, CRM, Cloud Computing, Team Management, Business Development, SaaS, Wealth Management, Mutual Funds, Business Process..., Product Management, Project Management, Relationship-building..., Trading Systems
Education
Stanford University Graduate School of Business 2011 — 2011
Customer Focused Innovation Program
Indiana University Bloomington 1990 — 1994
Bachelor of Science, Business - CIS
Advent Software April 2014 - Present
Advent Software April 2010 - March 2014
Advent Software April 2005 - March 2010
Advent Software January 2001 - March 2005
Advent Software November 1996 - December 2001
PaineWebber January 1996 - September 1996
OLDE Discount Brokerage May 1994 - December 1995
Skills
Account Management, Sales Management, Customer Loyalty, Enterprise Software, Team Leadership, Asset Management, Customer Relations, Asset Managment, Financial Services, Brand Loyalty, Customer Service, Relationship Management, Management, Business Analysis, Salesforce.com, Portfolio Management, Cross-functional Team..., Investments, Strategy, CRM, Cloud Computing, Team Management, Business Development, SaaS, Wealth Management, Mutual Funds, Business Process..., Product Management, Project Management, Relationship-building..., Trading Systems
Education
Stanford University Graduate School of Business 2011 — 2011
Customer Focused Innovation Program
Indiana University Bloomington 1990 — 1994
Bachelor of Science, Business - CIS
Chris Fuller Chris Fuller's Advent Software Experience January 2002 - November 2004
Job Director of Institutional Sales
Industry Computer Software
Experience
Backstop Solutions Group October 2014 - Present
Informa Investment Solutions November 2008 - October 2014
Vocalscape Networks, Inc September 2005 - October 2008
D'Amico Technologies December 2004 - September 2005
Advent Software January 2002 - November 2004
Advent Software December 1997 - December 2001
Varsity Publications January 1997 - November 1997
Liberty Brokerage Services April 1996 - December 1996
University Sports, Inc January 1995 - March 1996
Skills
Financial Services, Salesforce.com, Mutual Funds, Portfolio Management, Wealth Management, Business Relationship..., Account Management, Alternative Investments, Relationship Management, Sales, Enterprise Software, Hedge Funds, Asset Management, Fixed Income, Investment Advisory, Strategy, Investments, Equities, Asset Allocation, Investment Management, Financial Markets, Capital Markets, Risk Management, Bloomberg, Trading Systems, Private Equity, CRM
Education
Ithaca College 1989 — 1994
BA, History
Ithaca College 1989 — 1994
Bachelor of Arts (BA), History
John Jay High School 1985 — 1989
Backstop Solutions Group October 2014 - Present
Informa Investment Solutions November 2008 - October 2014
Vocalscape Networks, Inc September 2005 - October 2008
D'Amico Technologies December 2004 - September 2005
Advent Software January 2002 - November 2004
Advent Software December 1997 - December 2001
Varsity Publications January 1997 - November 1997
Liberty Brokerage Services April 1996 - December 1996
University Sports, Inc January 1995 - March 1996
Skills
Financial Services, Salesforce.com, Mutual Funds, Portfolio Management, Wealth Management, Business Relationship..., Account Management, Alternative Investments, Relationship Management, Sales, Enterprise Software, Hedge Funds, Asset Management, Fixed Income, Investment Advisory, Strategy, Investments, Equities, Asset Allocation, Investment Management, Financial Markets, Capital Markets, Risk Management, Bloomberg, Trading Systems, Private Equity, CRM
Education
Ithaca College 1989 — 1994
BA, History
Ithaca College 1989 — 1994
Bachelor of Arts (BA), History
John Jay High School 1985 — 1989
Jason Soukup Jason Soukup's Advent Software Experience January 2002 - October 2003
Job Sr. Manager IT at Qualcomm CSM, CSP
Industry Information Technology and Services
Experience
Fiserv (Checkfree Investment Services) November 2005 - August 2007
Deloitte & Touche LLP October 2003 - November 2005
Advent Software January 2002 - October 2003
Kinexus Wealth Management 1998 - 2002
Skills
Certified Scrum Master..., Requirements Analysis, Project Management, Portfolio Management, SDLC, Certified Scrum..., Derivatives, Separately Managed..., Process Engineering, System Implementations, Relationship Management, Agile Methodologies, Project Portfolio..., Scrum, CRM, PMP, Software Project..., Business Analysis, Integration, Business Process, Management, Process Improvement, Strategy
Education
Lafayette College
BA, Economics and Business, Anthropology and Sociology
Fiserv (Checkfree Investment Services) November 2005 - August 2007
Deloitte & Touche LLP October 2003 - November 2005
Advent Software January 2002 - October 2003
Kinexus Wealth Management 1998 - 2002
Skills
Certified Scrum Master..., Requirements Analysis, Project Management, Portfolio Management, SDLC, Certified Scrum..., Derivatives, Separately Managed..., Process Engineering, System Implementations, Relationship Management, Agile Methodologies, Project Portfolio..., Scrum, CRM, PMP, Software Project..., Business Analysis, Integration, Business Process, Management, Process Improvement, Strategy
Education
Lafayette College
BA, Economics and Business, Anthropology and Sociology
Richard Guerrini Richard Guerrini's Advent Software Experience February 2010 - April 2011
Job Programmer, Store Systems at Tractor Supply Company
Industry Computer Software
Experience
Tractor Supply Company August 2012 - Present
Tractor Supply Company April 2011 - August 2012
Advent Software February 2010 - April 2011
San Francisco State University August 2008 - September 2010
H&R Block 2006 - 2007
Skills
SQL, Java, Visual Basic, PL/SQL, Troubleshooting, Tomcat, Spring, Ant, Windows, Unix, Oracle SQL, Talend, Maven, MySQL, JUnit, LDAP, Log4j, Spring Security, XML, Fedora Linux, CSS, GWT, Vaadin, Hibernate, C++, Hudson, Scrum
Education
San Francisco State University 2006 — 2009
B.S., Computer Science
Ivy Tech Community College 2005 — 2006
A.A.S., Computer Information Systems
Locchi
Università degli Studi di Firenze
Tractor Supply Company August 2012 - Present
Tractor Supply Company April 2011 - August 2012
Advent Software February 2010 - April 2011
San Francisco State University August 2008 - September 2010
H&R Block 2006 - 2007
Skills
SQL, Java, Visual Basic, PL/SQL, Troubleshooting, Tomcat, Spring, Ant, Windows, Unix, Oracle SQL, Talend, Maven, MySQL, JUnit, LDAP, Log4j, Spring Security, XML, Fedora Linux, CSS, GWT, Vaadin, Hibernate, C++, Hudson, Scrum
Education
San Francisco State University 2006 — 2009
B.S., Computer Science
Ivy Tech Community College 2005 — 2006
A.A.S., Computer Information Systems
Locchi
Università degli Studi di Firenze
Chris McCoy's Advent Software Experience April 2013 - March 2014
Job Founding Consultant at Pacific Bay Technologies
Industry Information Technology and Services
Experience
Pacific Bay Technologies March 2014 - Present
Advent Software April 2013 - March 2014
Advent Software October 2012 - April 2013
Advent Software May 2012 - November 2012
Advent Software May 2011 - May 2012
Kroger January 2008 - May 2011
Heaven's Roast Coffee December 2007 - March 2011
CMAC_Root Solutions April 2004 - December 2007
International Paper January 1999 - April 2004
Skills
Virtualization, Cloud Computing, VMware, Disaster Recovery, VMware ESX, Storage, Enterprise Software, Server Architecture, Microsoft Exchange, Storage Area Networks, SaaS, vSphere, Technical Architecture, Troubleshooting, Windows Server, Storage Virtualization, Citrix, Cloud, Strategic Planning, VMware Infrastructure, Hardware, Architecture, Cisco Technologies, Leadership, Architectures, Servers, Amazon Web Services..., Team Leadership, VDC, ESX, Infrastructure Design, Technical Documentation, Business Continuity, High Availability, IT Operations, Network Administration, Technical Support, Enterprise Solutions, Enterprise Systems, Enterprise Storage, Virtual Data Center, Cloud Design, Cloud Architecture, GRC, Cloud Computing IaaS, Managed Services, Windows Azure, Rackspace Cloud, SAN
Education
Grantham University 1998 — 2004
BS, Information Systems
Pacific Bay Technologies March 2014 - Present
Advent Software April 2013 - March 2014
Advent Software October 2012 - April 2013
Advent Software May 2012 - November 2012
Advent Software May 2011 - May 2012
Kroger January 2008 - May 2011
Heaven's Roast Coffee December 2007 - March 2011
CMAC_Root Solutions April 2004 - December 2007
International Paper January 1999 - April 2004
Skills
Virtualization, Cloud Computing, VMware, Disaster Recovery, VMware ESX, Storage, Enterprise Software, Server Architecture, Microsoft Exchange, Storage Area Networks, SaaS, vSphere, Technical Architecture, Troubleshooting, Windows Server, Storage Virtualization, Citrix, Cloud, Strategic Planning, VMware Infrastructure, Hardware, Architecture, Cisco Technologies, Leadership, Architectures, Servers, Amazon Web Services..., Team Leadership, VDC, ESX, Infrastructure Design, Technical Documentation, Business Continuity, High Availability, IT Operations, Network Administration, Technical Support, Enterprise Solutions, Enterprise Systems, Enterprise Storage, Virtual Data Center, Cloud Design, Cloud Architecture, GRC, Cloud Computing IaaS, Managed Services, Windows Azure, Rackspace Cloud, SAN
Education
Grantham University 1998 — 2004
BS, Information Systems
Christian J. Farber's Advent Software Experience 1997 - 1999
Job Chief Marketing Officer at Scivantage
Industry Computer Software
Experience
Scivantage September 2015 - Present
Scivantage March 2015 - Present
State Street September 2014 - April 2015
State Street April 2013 - August 2014
PFS - a State Street company April 2011 - March 2013
Fairwinds Consulting July 2008 - April 2011
Albridge Solutions September 2000 - July 2008
Financial Models 1999 - 2000
Advent Software 1997 - 1999
Chase Manhattan Corporation 1994 - 1997
Skills
Blogger, LinkedIn, Strategy, Miller Heiman, CRM, Management, Salesforce.com, Branding, Large Account..., Start-ups, Fact Based Marketing, Relationship Management, Leadership, Marketing, Sales, Business Development, Financial Services, Strategic Planning, Pragmatic Marketing, Business Strategy, Marketing Strategy, Human Resources, Business, Executive Management, Selling, Sales Management, Net Promoter Score, Team Building, Entrepreneurship, Management Consulting, Portfolio Management, Business Analysis, Finance, Lead Generation, Business Planning, SaaS, Sales Process, Contract Negotiation, Talent Acquisition, Social Networking, Training, Recruiting, Go-to-market Strategy, Turn Arounds, Consultative Sales, Integrated Marketing, Miller Heiman Strategic..., Enterprise Software, Investments, Risk Management
Education
Lycoming College 1979 — 1983
Bachelor's Degree, Sociology
Rumson Fair Haven Regional High School 1975 — 1979
College Prep
Scivantage September 2015 - Present
Scivantage March 2015 - Present
State Street September 2014 - April 2015
State Street April 2013 - August 2014
PFS - a State Street company April 2011 - March 2013
Fairwinds Consulting July 2008 - April 2011
Albridge Solutions September 2000 - July 2008
Financial Models 1999 - 2000
Advent Software 1997 - 1999
Chase Manhattan Corporation 1994 - 1997
Skills
Blogger, LinkedIn, Strategy, Miller Heiman, CRM, Management, Salesforce.com, Branding, Large Account..., Start-ups, Fact Based Marketing, Relationship Management, Leadership, Marketing, Sales, Business Development, Financial Services, Strategic Planning, Pragmatic Marketing, Business Strategy, Marketing Strategy, Human Resources, Business, Executive Management, Selling, Sales Management, Net Promoter Score, Team Building, Entrepreneurship, Management Consulting, Portfolio Management, Business Analysis, Finance, Lead Generation, Business Planning, SaaS, Sales Process, Contract Negotiation, Talent Acquisition, Social Networking, Training, Recruiting, Go-to-market Strategy, Turn Arounds, Consultative Sales, Integrated Marketing, Miller Heiman Strategic..., Enterprise Software, Investments, Risk Management
Education
Lycoming College 1979 — 1983
Bachelor's Degree, Sociology
Rumson Fair Haven Regional High School 1975 — 1979
College Prep
Brian Kopacz Brian Kopacz's Advent Software Experience April 2014 - September 2015
Job Customer Success Manager at Aerohive Networks
Industry Computer Networking
Experience
Aerohive Networks September 2015 - Present
Advent Software April 2014 - September 2015
Advent Software April 2012 - April 2014
Advent Software February 2008 - April 2012
Ameriprise Financial Services, Inc. 2003 - 2007
Tompkins International 2001 - 2003
Skills
SQL, Microsoft Office, Microsoft SQL Server, Databases, HTML, SharePoint, Business Analysis, Project Management, Cloud Computing, Integration, Software Project..., SaaS, Business Intelligence, Enterprise Software, Requirements Analysis, Salesforce.com, CRM, Long-term Customer..., Process Automation
Education
Lehigh University 1992 — 1996
B.S.I.E., Industrial Engineering, Finance
Aerohive Networks September 2015 - Present
Advent Software April 2014 - September 2015
Advent Software April 2012 - April 2014
Advent Software February 2008 - April 2012
Ameriprise Financial Services, Inc. 2003 - 2007
Tompkins International 2001 - 2003
Skills
SQL, Microsoft Office, Microsoft SQL Server, Databases, HTML, SharePoint, Business Analysis, Project Management, Cloud Computing, Integration, Software Project..., SaaS, Business Intelligence, Enterprise Software, Requirements Analysis, Salesforce.com, CRM, Long-term Customer..., Process Automation
Education
Lehigh University 1992 — 1996
B.S.I.E., Industrial Engineering, Finance
Eric Herlambang Eric Herlambang's Advent Software Experience February 2012 - Present
Job Sales Operations Analyst
Industry Information Technology and Services
Experience
Advent Software February 2012 - Present
Granicus, Inc. July 2008 - December 2011
Golden Gate University May 2006 - July 2008
Children's Council of San Francisco April 2005 - February 2006
Midwest ISO July 2004 - December 2004
Skills
Salesforce.com, NetSuite, Excel, SQL, VBA, Cognos, SharePoint, Financial Reporting, Data Analysis, Efficiency Improvement, Forecasting, Budget Analysis, Budget Management, Project Coordination, VB.NET, ASP.NET
Education
Golden Gate University 2006 — 2008
MBA, Finance
Indiana University-Purdue University at Indianapolis 2000 — 2004
B.Sc, Computer & Information Technology
Advent Software February 2012 - Present
Granicus, Inc. July 2008 - December 2011
Golden Gate University May 2006 - July 2008
Children's Council of San Francisco April 2005 - February 2006
Midwest ISO July 2004 - December 2004
Skills
Salesforce.com, NetSuite, Excel, SQL, VBA, Cognos, SharePoint, Financial Reporting, Data Analysis, Efficiency Improvement, Forecasting, Budget Analysis, Budget Management, Project Coordination, VB.NET, ASP.NET
Education
Golden Gate University 2006 — 2008
MBA, Finance
Indiana University-Purdue University at Indianapolis 2000 — 2004
B.Sc, Computer & Information Technology
Benjamin Wasson, MBA's Advent Software Experience January 2015 - Present
Job Custom Engineer at Advent Software
Industry Computer Software
Experience
Advent Software January 2015 - Present
DataServ Provides SaaS Accounts Payable, Accounts Receivable, and HR Automation Since 1994 October 2013 - January 2015
StartLouis July 2013 - January 2015
DataServ September 2012 - October 2013
orderbolt Co. August 2011 - January 2013
SIU Small Business Development Center July 2011 - September 2012
FAST Robotics October 2010 - August 2011
Creative Services January 2003 - July 2011
Southern Illinois University October 2010 - May 2011
City of Carbondale 2010 - 2011
Skills
Entrepreneurship, New Business Development, Small Business..., Business Planning, Start-ups, Strategic Planning, Team Building, Customer Service, Budgeting, Event Planning, Social Media, Product Development, Business Strategy, Business Development, Project Management, Networking, Marketing, Social Media Marketing, Sales, Enterprise Software, Leadership, Process Improvement, Management Consulting, Time Management, Management, Consulting, Training, Team Leadership, Account Management, Program Management, Analysis, Fundraising, CRM, SaaS, Strategy, Marketing Strategy, Social Networking, Market Research, Agile Methodologies, Strategic Partnerships, Project Planning, Microsoft Office, Product Marketing, Cloud Computing, Data Analysis, Public Speaking, Marketing Communications, Product Management, Business Analysis, Linux
Education
Southern Illinois University, Carbondale 2011 — 2012
MBA, General
Grenoble Ecole de Management - Grenoble Graduate School of Business 2009 — 2011
Certification, International Business, Innovation Management, Entrepreneurship
Southern Illinois University, Carbondale 2008 — 2010
B.A. Computer Science, Business Administration, Marketing, Software Development
Homeschool 2005 — 2007
Diploma
Kishwaukee College 2005 — 2007
A.S. Computer Information Systems, Networking, server administration, A++, Net++, MCSE
Advent Software January 2015 - Present
DataServ Provides SaaS Accounts Payable, Accounts Receivable, and HR Automation Since 1994 October 2013 - January 2015
StartLouis July 2013 - January 2015
DataServ September 2012 - October 2013
orderbolt Co. August 2011 - January 2013
SIU Small Business Development Center July 2011 - September 2012
FAST Robotics October 2010 - August 2011
Creative Services January 2003 - July 2011
Southern Illinois University October 2010 - May 2011
City of Carbondale 2010 - 2011
Skills
Entrepreneurship, New Business Development, Small Business..., Business Planning, Start-ups, Strategic Planning, Team Building, Customer Service, Budgeting, Event Planning, Social Media, Product Development, Business Strategy, Business Development, Project Management, Networking, Marketing, Social Media Marketing, Sales, Enterprise Software, Leadership, Process Improvement, Management Consulting, Time Management, Management, Consulting, Training, Team Leadership, Account Management, Program Management, Analysis, Fundraising, CRM, SaaS, Strategy, Marketing Strategy, Social Networking, Market Research, Agile Methodologies, Strategic Partnerships, Project Planning, Microsoft Office, Product Marketing, Cloud Computing, Data Analysis, Public Speaking, Marketing Communications, Product Management, Business Analysis, Linux
Education
Southern Illinois University, Carbondale 2011 — 2012
MBA, General
Grenoble Ecole de Management - Grenoble Graduate School of Business 2009 — 2011
Certification, International Business, Innovation Management, Entrepreneurship
Southern Illinois University, Carbondale 2008 — 2010
B.A. Computer Science, Business Administration, Marketing, Software Development
Homeschool 2005 — 2007
Diploma
Kishwaukee College 2005 — 2007
A.S. Computer Information Systems, Networking, server administration, A++, Net++, MCSE
Angela Shane Angela Shane's Advent Software Experience April 2007 - Present
Job Senior Software Engineer
Industry Computer Software
Experience
Advent Software April 2007 - Present
Advent Software March 2005 - March 2007
United Behavioral Health April 2004 - March 2005
Academy of Art College March 2003 - August 2003
Thornburg Investment Management January 2002 - August 2002
Hewlett Packard February 2000 - June 2001
Skills
SQL, Agile Methodologies, Software Development, SSRS, Replang, Visual Basic, Software Project..., Integration, Scrum, Business Intelligence, SDLC, Business Analysis, Enterprise Software, Software Documentation, Web Applications, Quality Assurance, Access, Databases
Education
General Assembly 2015 — 2015
Front End Web Development
Georgia Institute of Technology 1995 — 1999
BS, Computer Science
Advent Software April 2007 - Present
Advent Software March 2005 - March 2007
United Behavioral Health April 2004 - March 2005
Academy of Art College March 2003 - August 2003
Thornburg Investment Management January 2002 - August 2002
Hewlett Packard February 2000 - June 2001
Skills
SQL, Agile Methodologies, Software Development, SSRS, Replang, Visual Basic, Software Project..., Integration, Scrum, Business Intelligence, SDLC, Business Analysis, Enterprise Software, Software Documentation, Web Applications, Quality Assurance, Access, Databases
Education
General Assembly 2015 — 2015
Front End Web Development
Georgia Institute of Technology 1995 — 1999
BS, Computer Science
Darius Izadpanah Darius Izadpanah's Advent Software Experience September 2014 - April 2015
Job Project Analyst at Triage Consulting Group
Industry Financial Services
Experience
Triage Consulting Group April 2015 - Present
Advent Software September 2014 - April 2015
Tufts University October 2013 - September 2014
Tufts University - Tufts Institute of the Environment June 2012 - September 2014
Tufts University - Cognitive Aging and Memory Lab June 2011 - May 2013
Tufts University - Tufts Literary Corps June 2012 - August 2012
Tufts University - Tufts Literary Corps June 2011 - August 2011
The Soni Law Firm June 2010 - August 2010
Skills
Photoshop, InDesign, Photography, WordPress, Microsoft Office, Teaching, Social Media, Graphic Design, Social Justice, Printmaking, SPSS, Research, Program Coordination, handmade books, Social Media..., HTML, Spanish-speaking, CSS, Google Adwords, Salesforce.com, Editing, Event Planning, Data Analysis
Education
General Assembly 2014 — 2014
User Experience Design Bootcamp
Tufts University 2008 — 2013
B.S. in Psychology + B.F.A. in Studio Art, 3.52 overall GPA
School of the Museum of Fine Arts 2008 — 2013
University of Southern California 2009 — 2010
Roski School of Fine Art
Polytechnic School 2004 — 2008
Triage Consulting Group April 2015 - Present
Advent Software September 2014 - April 2015
Tufts University October 2013 - September 2014
Tufts University - Tufts Institute of the Environment June 2012 - September 2014
Tufts University - Cognitive Aging and Memory Lab June 2011 - May 2013
Tufts University - Tufts Literary Corps June 2012 - August 2012
Tufts University - Tufts Literary Corps June 2011 - August 2011
The Soni Law Firm June 2010 - August 2010
Skills
Photoshop, InDesign, Photography, WordPress, Microsoft Office, Teaching, Social Media, Graphic Design, Social Justice, Printmaking, SPSS, Research, Program Coordination, handmade books, Social Media..., HTML, Spanish-speaking, CSS, Google Adwords, Salesforce.com, Editing, Event Planning, Data Analysis
Education
General Assembly 2014 — 2014
User Experience Design Bootcamp
Tufts University 2008 — 2013
B.S. in Psychology + B.F.A. in Studio Art, 3.52 overall GPA
School of the Museum of Fine Arts 2008 — 2013
University of Southern California 2009 — 2010
Roski School of Fine Art
Polytechnic School 2004 — 2008
Cheri Mezzapelle's Advent Software Experience 2001 - 2002
Job CFO at YMCA of the Central Bay Area
Industry Nonprofit Organization Management
Experience
YMCA of the Central Bay Area (formerly known as the Berkeley-Albany YMCA) July 2014 - Present
RingCentral 2012 - Present
Cheri Mezzapelle, CPA 2012 - July 2014
Autonomy 2010 - 2011
Evans Analytical Group 2005 - 2009
CHERI MEZZAPELLE, CPA 2002 - 2005
Advent Software 2001 - 2002
Textainer Equipment Management 1997 - 2001
VECTRA Technologies, Inc 1996 - 1997
Anderson & Associates January 1989 - January 1994
Skills
Internal Controls, Accounting, Auditing, Forecasting, Due Diligence, GAAP, Financial Reporting, General Ledger, Internal Audit, Account Reconciliation, US GAAP, Finance, Mergers & Acquisitions, Consolidation, Accounts Receivable, Accounts Payable, Payroll, NetSuite
Education
Golden Gate University
MS, Organizational Development
Golden Gate University
BA, Accounting
Pikes Peak Community College
ASSOCIATE OF ART
YMCA of the Central Bay Area (formerly known as the Berkeley-Albany YMCA) July 2014 - Present
RingCentral 2012 - Present
Cheri Mezzapelle, CPA 2012 - July 2014
Autonomy 2010 - 2011
Evans Analytical Group 2005 - 2009
CHERI MEZZAPELLE, CPA 2002 - 2005
Advent Software 2001 - 2002
Textainer Equipment Management 1997 - 2001
VECTRA Technologies, Inc 1996 - 1997
Anderson & Associates January 1989 - January 1994
Skills
Internal Controls, Accounting, Auditing, Forecasting, Due Diligence, GAAP, Financial Reporting, General Ledger, Internal Audit, Account Reconciliation, US GAAP, Finance, Mergers & Acquisitions, Consolidation, Accounts Receivable, Accounts Payable, Payroll, NetSuite
Education
Golden Gate University
MS, Organizational Development
Golden Gate University
BA, Accounting
Pikes Peak Community College
ASSOCIATE OF ART
Niranjan Ojha Niranjan Ojha's Advent Software Experience May 2013 - Present
Job NetApp Storage Administrator/Solaris System Administrator at Advent Software
Industry Information Technology and Services
Experience
Advent Software May 2013 - Present
Sacramento County June 2012 - April 2013
Stewart Title March 2010 - May 2012
Fidelity National Title July 2008 - March 2010
Wipro April 2005 - May 2008
Skills
NetApp, NetApp Filers, NetApp Accredited Sales..., IBM, Gateway Series, EMC, HDS, Cisco Technologies, Brocade Fibre Switches, Red HAt, Suse, Sun Solaris, Windows Server Suite, SQL, Microsoft Certified..., Symantec Backup
Education
Indian Institute of Technology, Kharagpur 2002 — 2005
Master's degree, Computer Science and Engineering
Advent Software May 2013 - Present
Sacramento County June 2012 - April 2013
Stewart Title March 2010 - May 2012
Fidelity National Title July 2008 - March 2010
Wipro April 2005 - May 2008
Skills
NetApp, NetApp Filers, NetApp Accredited Sales..., IBM, Gateway Series, EMC, HDS, Cisco Technologies, Brocade Fibre Switches, Red HAt, Suse, Sun Solaris, Windows Server Suite, SQL, Microsoft Certified..., Symantec Backup
Education
Indian Institute of Technology, Kharagpur 2002 — 2005
Master's degree, Computer Science and Engineering
Austin Liggett Austin Liggett's Advent Software Experience September 2012 - October 2014
Job Investment Analyst
Industry Investment Management
Experience
U.S. Trust November 2014 - Present
Advent Software September 2012 - October 2014
Paraiso Adventures 2012 - 2014
HelpMyCash June 2010 - September 2010
Signature Estate & Investment Advisors, LLC August 2007 - July 2009
Skills
Investments, Financial Analysis, Financial Modeling, Valuation, Equities, Fixed Income, Data Analysis, Corporate Finance, Business Development, Finance, Asset Management, Private Equity, Strategic Financial..., Financial Services
Education
IESE Business School - University of Navarra 2009 — 2011
MBA, Finance
University of California, Santa Barbara 2003 — 2007
Bachelor of Arts, Business Economics
U.S. Trust November 2014 - Present
Advent Software September 2012 - October 2014
Paraiso Adventures 2012 - 2014
HelpMyCash June 2010 - September 2010
Signature Estate & Investment Advisors, LLC August 2007 - July 2009
Skills
Investments, Financial Analysis, Financial Modeling, Valuation, Equities, Fixed Income, Data Analysis, Corporate Finance, Business Development, Finance, Asset Management, Private Equity, Strategic Financial..., Financial Services
Education
IESE Business School - University of Navarra 2009 — 2011
MBA, Finance
University of California, Santa Barbara 2003 — 2007
Bachelor of Arts, Business Economics
Mitch Toren Mitch Toren's Advent Software Experience 2003 - 2004
Job Chief Vacation Engineer, TripGuy Travel LLC
Industry Internet
Experience
TripGuy Travel LLC (www.TripGuy.com) January 2002 - Present
VacationCRM LLC May 2014 - Present
Marsh, Inc. January 2004 - January 2012
Advent Software 2003 - 2004
Kinexus 1999 - 2003
Arthur Andersen LLP 1995 - 1999
Skills
Product Management, Change Management, Business Process..., Process Improvement, Business Strategy, Operations Management, Strategic Planning, Program Management, Team Building, Analysis, Business Process, Product Development, Account Management, Travel Management, Leisure Travel, Online Travel, Inclusive Resorts, Sales, Leadership, CRM, Management, Business Analysis, Marketing Strategy
Education
Lehigh University 1991 — 1995
BS, Accounting
TripGuy Travel LLC (www.TripGuy.com) January 2002 - Present
VacationCRM LLC May 2014 - Present
Marsh, Inc. January 2004 - January 2012
Advent Software 2003 - 2004
Kinexus 1999 - 2003
Arthur Andersen LLP 1995 - 1999
Skills
Product Management, Change Management, Business Process..., Process Improvement, Business Strategy, Operations Management, Strategic Planning, Program Management, Team Building, Analysis, Business Process, Product Development, Account Management, Travel Management, Leisure Travel, Online Travel, Inclusive Resorts, Sales, Leadership, CRM, Management, Business Analysis, Marketing Strategy
Education
Lehigh University 1991 — 1995
BS, Accounting
Andrew Duffell's Advent Software Experience February 2002 - June 2004
Job Principal, San Francisco Bay Area at Multivista, LLC
Industry Construction
Experience
Multivista April 2010 - Present
Salesforce.com October 2008 - November 2009
Indymac Bank June 2006 - October 2007
Finance America July 2004 - April 2006
Advent Software February 2002 - June 2004
Robertson Stephens July 1999 - July 2001
Skills
Strategic Planning, New Business Development, Salesforce.com, Investments, Business Development, Project Management, Contract Negotiation, Marketing, Financial Modeling, Negotiation, Sales, Leadership, Strategy, Management, Start-ups, Construction
Education
Harvard University 1995 — 1999
A.B., Government
Moses Brown 1991 — 1995
Multivista April 2010 - Present
Salesforce.com October 2008 - November 2009
Indymac Bank June 2006 - October 2007
Finance America July 2004 - April 2006
Advent Software February 2002 - June 2004
Robertson Stephens July 1999 - July 2001
Skills
Strategic Planning, New Business Development, Salesforce.com, Investments, Business Development, Project Management, Contract Negotiation, Marketing, Financial Modeling, Negotiation, Sales, Leadership, Strategy, Management, Start-ups, Construction
Education
Harvard University 1995 — 1999
A.B., Government
Moses Brown 1991 — 1995
Peggy Seebach Peggy Seebach's Advent Software Experience 2012 - Present
Job Business Analyst
Industry Financial Services
Experience
Advent Software 2012 - Present
GlobeOp Financial Services 2001 - 2011
Interactive Brokers LLC 1995 - 2001
Skills
Fixed Income, Equities, Alternative Investments, Investor Reporting, Bloomberg, Derivatives, Fund Accounting, Asset Managment, Hedge Funds, Fund Administration, Trading Systems, FX Options, Options, Securities, Mutual Funds, Asset Management, Trading, Capital Markets, Financial Markets, Credit Derivatives, Financial Services, Corporate Actions, Back Office, Swaps
Education
Iona College
BBA, Accounting
Advent Software 2012 - Present
GlobeOp Financial Services 2001 - 2011
Interactive Brokers LLC 1995 - 2001
Skills
Fixed Income, Equities, Alternative Investments, Investor Reporting, Bloomberg, Derivatives, Fund Accounting, Asset Managment, Hedge Funds, Fund Administration, Trading Systems, FX Options, Options, Securities, Mutual Funds, Asset Management, Trading, Capital Markets, Financial Markets, Credit Derivatives, Financial Services, Corporate Actions, Back Office, Swaps
Education
Iona College
BBA, Accounting
Devin Anderson's Advent Software Experience March 2015 - Present
Job Operations Analyst at Deutsche Bank
Industry Financial Services
Experience
Advent Software March 2015 - Present
Deutsche Bank June 2013 - March 2015
Fellowship of Christian Athletes January 2013 - April 2013
Jacksonville Suns April 2012 - August 2012
Jacksonville Jaguars September 2011 - January 2012
Skills
Athletics, Ticket Sales, Sports Management, Sports Marketing, Sports, Sponsorship, Sponsorship Sales, Football, Archtics, Sports Coaching, Athletic Training, Event Management, Facebook, Soccer, Customer Service, Event Planning
Education
University of North Florida 2011 — 2013
Bachelor of Science (B.S.), Sport Management
Florida State University 2009 — 2011
Associate of Arts (A.A.)
Advent Software March 2015 - Present
Deutsche Bank June 2013 - March 2015
Fellowship of Christian Athletes January 2013 - April 2013
Jacksonville Suns April 2012 - August 2012
Jacksonville Jaguars September 2011 - January 2012
Skills
Athletics, Ticket Sales, Sports Management, Sports Marketing, Sports, Sponsorship, Sponsorship Sales, Football, Archtics, Sports Coaching, Athletic Training, Event Management, Facebook, Soccer, Customer Service, Event Planning
Education
University of North Florida 2011 — 2013
Bachelor of Science (B.S.), Sport Management
Florida State University 2009 — 2011
Associate of Arts (A.A.)
Mike Ballentine Mike Ballentine's Advent Software Experience May 2010 - Present
Job Business Systems Analyst, Financial Services
Industry Financial Services
Experience
Advent Software May 2010 - Present
Fidelity Investments August 2005 - December 2009
Pioneer Investments March 2002 - July 2005
IXIS Asset Management April 2005 - June 2005
Providus Software Solutions August 2004 - December 2004
Zurich Scudder Investments May 1998 - January 2002
Fidelity Investments July 1993 - April 1998
Bull 1990 - 1992
Apollo Computer 1986 - 1990
Intermetrics 1981 - 1983
Skills
Advent Geneva Portfolio...
Education
Georgia Institute of Technology
M.S.
Advent Software May 2010 - Present
Fidelity Investments August 2005 - December 2009
Pioneer Investments March 2002 - July 2005
IXIS Asset Management April 2005 - June 2005
Providus Software Solutions August 2004 - December 2004
Zurich Scudder Investments May 1998 - January 2002
Fidelity Investments July 1993 - April 1998
Bull 1990 - 1992
Apollo Computer 1986 - 1990
Intermetrics 1981 - 1983
Skills
Advent Geneva Portfolio...
Education
Georgia Institute of Technology
M.S.
Vikas Ahuja Vikas Ahuja's Advent Software Experience February 2006 - August 2006
Job Senior Software Engineer at Microsoft
Industry Computer Software
Experience
Microsoft September 2010 - Present
Microsoft Corporation February 2008 - September 2010
Hewlett-Packard Company September 2006 - February 2008
Alberta Webs Corporation June 2000 - February 2008
Advent Software February 2006 - August 2006
Worldwide Interactive Network October 1999 - January 2006
Information Systems Management (BC) Corporation February 1999 - September 1999
Newspaper Technologies, Inc. January 1999 - January 1999
Elk Valley Coal November 1998 - December 1998
Skills
Software Development, Agile Methodologies, .NET, Integration, System Architecture, Windows Azure, C#, ASP.NET, Cloud Computing, SOA, Distributed Systems, Java, Cloud Security, Scrum, SDLC, Web Applications, Software Design, Software Engineering, Agile Project Management, Testing, Project Management
Education
Southern Alberta Institute of Technology 2000 — 2000
Management
Mahatma Jyotiba Phule (MJP) Rohilkhand University 1994 — 1998
B.Tech., Computer Science & Engineering
Springdales School 1990 — 1994
Microsoft September 2010 - Present
Microsoft Corporation February 2008 - September 2010
Hewlett-Packard Company September 2006 - February 2008
Alberta Webs Corporation June 2000 - February 2008
Advent Software February 2006 - August 2006
Worldwide Interactive Network October 1999 - January 2006
Information Systems Management (BC) Corporation February 1999 - September 1999
Newspaper Technologies, Inc. January 1999 - January 1999
Elk Valley Coal November 1998 - December 1998
Skills
Software Development, Agile Methodologies, .NET, Integration, System Architecture, Windows Azure, C#, ASP.NET, Cloud Computing, SOA, Distributed Systems, Java, Cloud Security, Scrum, SDLC, Web Applications, Software Design, Software Engineering, Agile Project Management, Testing, Project Management
Education
Southern Alberta Institute of Technology 2000 — 2000
Management
Mahatma Jyotiba Phule (MJP) Rohilkhand University 1994 — 1998
B.Tech., Computer Science & Engineering
Springdales School 1990 — 1994
Thomas Albrechta's Advent Software Experience September 2014 - Present
Job Client Support Rep at Advent Software
Industry Information Technology and Services
Experience
Advent Software September 2014 - Present
PHH Mortgage March 2012 - October 2014
Enterprise Rent-A-Car November 2011 - March 2012
Skills
Mortgage Lending, Loans, Credit, FHA, Refinance, Mortgage Banking, Residential Mortgages, Banking, Credit Analysis, Commercial Lending, Financial Analysis, Financial Services, Investment Properties
Education
Florida State University 2006 — 2011
Bachelor's degree, Applied Economics
Advent Software September 2014 - Present
PHH Mortgage March 2012 - October 2014
Enterprise Rent-A-Car November 2011 - March 2012
Skills
Mortgage Lending, Loans, Credit, FHA, Refinance, Mortgage Banking, Residential Mortgages, Banking, Credit Analysis, Commercial Lending, Financial Analysis, Financial Services, Investment Properties
Education
Florida State University 2006 — 2011
Bachelor's degree, Applied Economics
Anthony Sperling Anthony Sperling's Advent Software Experience January 2013 - Present
Job Versatile, Accomplished, Passionate Technology Executive
Industry Computer Software
Experience
Advent Software January 2013 - Present
Skills
Enterprise Software, Financial Services, Strategy, Income Statement, SaaS, Product Management, Asset Managment, Professional Services, Cloud Computing, Salesforce.com, Portfolio Management, Business Analysis, Product Marketing, Business Strategy, Hedge Funds, Asset Management, Management Consulting, Business Development, Relationship Management, Banking, P&L, Management, Leadership, Program Management, Outsourcing, Client Relations
Education
Stanford University Graduate School of Business 2005 — 2005
Executive Education, Executive Education - Influence and Negotiations
Harvard Business School 2003 — 2003
Executive Education - High Potentials Leadership
University of Wisconsin-River Falls 1986 — 1990
Bachelor of Science (B.S.), Business Administration
Advent Software January 2013 - Present
Skills
Enterprise Software, Financial Services, Strategy, Income Statement, SaaS, Product Management, Asset Managment, Professional Services, Cloud Computing, Salesforce.com, Portfolio Management, Business Analysis, Product Marketing, Business Strategy, Hedge Funds, Asset Management, Management Consulting, Business Development, Relationship Management, Banking, P&L, Management, Leadership, Program Management, Outsourcing, Client Relations
Education
Stanford University Graduate School of Business 2005 — 2005
Executive Education, Executive Education - Influence and Negotiations
Harvard Business School 2003 — 2003
Executive Education - High Potentials Leadership
University of Wisconsin-River Falls 1986 — 1990
Bachelor of Science (B.S.), Business Administration
Alan Doyle Alan Doyle's Advent Software Experience 2002 - 2003
Job Project Manager at Population Services International
Industry Nonprofit Organization Management
Experience
Population Services International January 2012 - Present
Tidal Energy Pty February 2011 - January 2012
Vivendi Games / Activision 2007 - 2010
Navisite 2005 - 2006
Trianz 2004 - 2005
Advent Software 2002 - 2003
Oracle Corporation 2000 - 2002
EDS Group - (now Hewlett Packard) 1998 - 2000
Skills
Business Process, Oracle, Oracle E-Business Suite, Procurement, Finance, Project Management, Program Management, Human Resources, Business Analysis, Business Strategy, Change Management, Strategy, Internal Audit, Cross-functional Team...
Education
HEC School of Management 2007 — 2010
MBA (Masters in Business Administration), Business
University College Dublin 1993 — 1997
Bachelor of Engineering (BEng), Mechanical Engineering
Population Services International January 2012 - Present
Tidal Energy Pty February 2011 - January 2012
Vivendi Games / Activision 2007 - 2010
Navisite 2005 - 2006
Trianz 2004 - 2005
Advent Software 2002 - 2003
Oracle Corporation 2000 - 2002
EDS Group - (now Hewlett Packard) 1998 - 2000
Skills
Business Process, Oracle, Oracle E-Business Suite, Procurement, Finance, Project Management, Program Management, Human Resources, Business Analysis, Business Strategy, Change Management, Strategy, Internal Audit, Cross-functional Team...
Education
HEC School of Management 2007 — 2010
MBA (Masters in Business Administration), Business
University College Dublin 1993 — 1997
Bachelor of Engineering (BEng), Mechanical Engineering
Justin Kermond's Advent Software Experience October 1998 - March 2012
Job
Industry Financial Services
Experience
Advisor Perspectives March 2012 - Present
Advent Software October 1998 - March 2012
Hub Data Inc. July 1990 - October 1998
Lotus Development October 1988 - June 1990
Thomson Financial October 1984 - December 1988
Skills
SaaS, Cloud Computing, Product Management, Software Project..., Software Development, Architecture, Start-ups, Business Development, Product Marketing
Education
Harvard University 1980 — 1984
BA
Harvard University Extension 1984 — 1988
Certificate in Apllied Science, Software Engineering
Advisor Perspectives March 2012 - Present
Advent Software October 1998 - March 2012
Hub Data Inc. July 1990 - October 1998
Lotus Development October 1988 - June 1990
Thomson Financial October 1984 - December 1988
Skills
SaaS, Cloud Computing, Product Management, Software Project..., Software Development, Architecture, Start-ups, Business Development, Product Marketing
Education
Harvard University 1980 — 1984
BA
Harvard University Extension 1984 — 1988
Certificate in Apllied Science, Software Engineering
Eric Dias's Advent Software Experience July 2010 - March 2013
Job iLevel Solutions
Industry Financial Services
Experience
iLEVEL Solutions April 2013 - Present
Advent Software July 2010 - March 2013
FactSet Research Systems January 2007 - August 2009
General Electric June 2006 - August 2007
Merrill Lynch June 2005 - August 2005
Skills
CRM, Project Management, Analysis, Portfolio Management, Business Strategy, Management, Consulting, Salesforce.com, Investments, Financial Modeling, Management Consulting, Sales, Integration, Microsoft Office, Water Skiing, Credit, Private Equity, Relationship Management
Education
Louisiana State University 2002 — 2006
BA, Marketing
iLEVEL Solutions April 2013 - Present
Advent Software July 2010 - March 2013
FactSet Research Systems January 2007 - August 2009
General Electric June 2006 - August 2007
Merrill Lynch June 2005 - August 2005
Skills
CRM, Project Management, Analysis, Portfolio Management, Business Strategy, Management, Consulting, Salesforce.com, Investments, Financial Modeling, Management Consulting, Sales, Integration, Microsoft Office, Water Skiing, Credit, Private Equity, Relationship Management
Education
Louisiana State University 2002 — 2006
BA, Marketing
Chris Georgaros Chris Georgaros's Advent Software Experience January 2015 - Present
Job Facilities Project Manager at Advent Software
Industry Information Technology and Services
Experience
Advent Software January 2015 - Present
Advent Software April 2013 - August 2014
Parsons Brinckerhoff 2006 - 2012
Parsons Brinckerhoff October 2000 - October 2006
Parsons Brinckerhoff November 1999 - October 2000
Parsons Brinckerhoff September 1997 - November 1999
Parsons Brinckerhoff May 1996 - September 1997
Walt Disney World May 1995 - August 1995
Walt Disney World January 1995 - May 1995
Skills
Training, Management, SharePoint, CRM, Project Management, Security, Leadership, Content Management, MS Project, Requirements Analysis, Firewalls
Education
Manhattan College
BA, English
Advent Software January 2015 - Present
Advent Software April 2013 - August 2014
Parsons Brinckerhoff 2006 - 2012
Parsons Brinckerhoff October 2000 - October 2006
Parsons Brinckerhoff November 1999 - October 2000
Parsons Brinckerhoff September 1997 - November 1999
Parsons Brinckerhoff May 1996 - September 1997
Walt Disney World May 1995 - August 1995
Walt Disney World January 1995 - May 1995
Skills
Training, Management, SharePoint, CRM, Project Management, Security, Leadership, Content Management, MS Project, Requirements Analysis, Firewalls
Education
Manhattan College
BA, English
Christopher Cococcia's Advent Software Experience October 1997 - October 2002
Job
Industry Financial Services
Experience
Deutsche Bank Securities April 2010 - Present
Independent Contractor May 2009 - April 2010
Avenue Capital Group May 2006 - May 2009
Independent Contractor August 2004 - May 2006
The Macgregor Group 2003 - 2004
Vitech Systems Group 2002 - 2003
Advent Software October 1997 - October 2002
Skills
Asset Management, Fixed Income, Management, Equities, Hedge Funds, Investment Banking, Business Development, Trading Systems, Portfolio Management, Prime Brokerage, Options, Financial Services, Middle Office, Electronic Trading, Bloomberg, Asset Managment, Alternative Investments, Risk Management, Derivatives, Capital Markets, Credit Derivatives, Market Data, Sales
Education
Lehigh University 1991 — 1995
BS
Fordham Prep 1987 — 1991
Deutsche Bank Securities April 2010 - Present
Independent Contractor May 2009 - April 2010
Avenue Capital Group May 2006 - May 2009
Independent Contractor August 2004 - May 2006
The Macgregor Group 2003 - 2004
Vitech Systems Group 2002 - 2003
Advent Software October 1997 - October 2002
Skills
Asset Management, Fixed Income, Management, Equities, Hedge Funds, Investment Banking, Business Development, Trading Systems, Portfolio Management, Prime Brokerage, Options, Financial Services, Middle Office, Electronic Trading, Bloomberg, Asset Managment, Alternative Investments, Risk Management, Derivatives, Capital Markets, Credit Derivatives, Market Data, Sales
Education
Lehigh University 1991 — 1995
BS
Fordham Prep 1987 — 1991
Eric Fong's Advent Software Experience June 2007 - Present
Job Global Accounts Enterprise Support Manager at Advent Software
Industry Financial Services
Experience
Advent Software June 2007 - Present
Advent Software November 1996 - Present
Thomson Financial 1994 - 1996
Skills
Hedge Funds, Fixed Income, Trading Systems, Equities, Derivatives, Business Analysis, Capital Markets, Enterprise Software, Order Management, Market Data, Portfolio Management, Financial Services, Risk Management, Requirements Gathering, Requirements Analysis, Electronic Trading, Prime Brokerage, Back Office, Integration, Financial Markets, CRM, Trading, SDLC, Options, Securities, Investment Banking, FX Options, Alternative Investments, Bloomberg, Credit Derivatives, Fund Accounting, Asset Management, Investment Management, Mutual Funds, Relationship Management, Series 7, Equity Derivatives, Series 63, Investments, SaaS, Valuation, Fund Administration, Wealth Management, Private Equity, Salesforce.com, Financial Modeling, VBA, Equity Research, Performance Measurement
Education
Harvard University
ALB, Econ
Advent Software June 2007 - Present
Advent Software November 1996 - Present
Thomson Financial 1994 - 1996
Skills
Hedge Funds, Fixed Income, Trading Systems, Equities, Derivatives, Business Analysis, Capital Markets, Enterprise Software, Order Management, Market Data, Portfolio Management, Financial Services, Risk Management, Requirements Gathering, Requirements Analysis, Electronic Trading, Prime Brokerage, Back Office, Integration, Financial Markets, CRM, Trading, SDLC, Options, Securities, Investment Banking, FX Options, Alternative Investments, Bloomberg, Credit Derivatives, Fund Accounting, Asset Management, Investment Management, Mutual Funds, Relationship Management, Series 7, Equity Derivatives, Series 63, Investments, SaaS, Valuation, Fund Administration, Wealth Management, Private Equity, Salesforce.com, Financial Modeling, VBA, Equity Research, Performance Measurement
Education
Harvard University
ALB, Econ
Justin Aaron's Advent Software Experience April 2014 - Present
Job Senior Software Engineer at Advent Software
Industry Computer Software
Experience
Advent Software April 2014 - Present
Nexxo Financial Corporation June 2006 - April 2014
GlobalEnglish Corporation March 1999 - June 2006
Skills
Agile Methodologies, Software Development, JavaScript, Microsoft SQL Server, Integration, SaaS, HTML, XML, Web Development, Start-ups, Subversion, Analytics, User Experience, Scrum, Web Services, C#, ASP.NET
Education
University of Tennessee-Knoxville 1995 — 1997
M.S., Computer Science
Furman University 1991 — 1995
B.S., Computer Science
Advent Software April 2014 - Present
Nexxo Financial Corporation June 2006 - April 2014
GlobalEnglish Corporation March 1999 - June 2006
Skills
Agile Methodologies, Software Development, JavaScript, Microsoft SQL Server, Integration, SaaS, HTML, XML, Web Development, Start-ups, Subversion, Analytics, User Experience, Scrum, Web Services, C#, ASP.NET
Education
University of Tennessee-Knoxville 1995 — 1997
M.S., Computer Science
Furman University 1991 — 1995
B.S., Computer Science
Jenny Greene Scott's Advent Software Experience April 2002 - September 2004
Job Financial Services Management Consultant
Industry Financial Services
Experience
Charles Schwab March 2010 - Present
Wells Fargo January 2009 - March 2010
Schwab Institutional December 2007 - September 2008
Wells Fargo June 2005 - December 2007
Northstar Systems March 2005 - June 2005
Metavante September 2004 - March 2005
Advent Software April 2002 - September 2004
Yodlee September 2000 - March 2002
Intuit January 1999 - September 2000
Skills
Product Management, Product Marketing, Product Development, Market Analysis, Financial Services, Strategy, Analytics, Investments, Business Analysis, Financial Modeling, Wealth Management, Strategic Partnerships, Business Strategy, Management Consulting, Mergers & Acquisitions, Asset Management, Banking, Process Improvement, Risk Management, Strategic Planning
Education
Harvard University
AB, Economics
University of Pennsylvania - The Wharton School
MBA, Finance
Charles Schwab March 2010 - Present
Wells Fargo January 2009 - March 2010
Schwab Institutional December 2007 - September 2008
Wells Fargo June 2005 - December 2007
Northstar Systems March 2005 - June 2005
Metavante September 2004 - March 2005
Advent Software April 2002 - September 2004
Yodlee September 2000 - March 2002
Intuit January 1999 - September 2000
Skills
Product Management, Product Marketing, Product Development, Market Analysis, Financial Services, Strategy, Analytics, Investments, Business Analysis, Financial Modeling, Wealth Management, Strategic Partnerships, Business Strategy, Management Consulting, Mergers & Acquisitions, Asset Management, Banking, Process Improvement, Risk Management, Strategic Planning
Education
Harvard University
AB, Economics
University of Pennsylvania - The Wharton School
MBA, Finance
Efren Serra's Advent Software Experience 2004 - 2004
Job Physical Scientist at the Naval Research Laboratory, Marine Meteorology Division
Industry Computer Software
Experience
Naval Research Laboratory, Marine Meteorology Division, Monterey, CA October 2007 - Present
PSI, Inc. August 2005 - October 2007
Advent Software, Inc. August 2004 - November 2004
Renesas Technology Corp. February 2003 - May 2004
Advent Software 2004 - 2004
Sun Microsystems, Inc. May 2000 - November 2002
Skills
Web Services, Perl, C++, Unix, C, Software Development, Java, Linux, Shell Scripting, Object Oriented Design, Python, XML, Subversion, UML, C#
Education
University of Nebraska at Omaha 1996 — 1999
Masters of Science, Computer Science
University of Nebraska-Lincoln 1992 — 1996
Masters of Science, Physics
Iowa State University 1987 — 1991
Bachelor of Science, Physics and Mathematics
Naval Research Laboratory, Marine Meteorology Division, Monterey, CA October 2007 - Present
PSI, Inc. August 2005 - October 2007
Advent Software, Inc. August 2004 - November 2004
Renesas Technology Corp. February 2003 - May 2004
Advent Software 2004 - 2004
Sun Microsystems, Inc. May 2000 - November 2002
Skills
Web Services, Perl, C++, Unix, C, Software Development, Java, Linux, Shell Scripting, Object Oriented Design, Python, XML, Subversion, UML, C#
Education
University of Nebraska at Omaha 1996 — 1999
Masters of Science, Computer Science
University of Nebraska-Lincoln 1992 — 1996
Masters of Science, Physics
Iowa State University 1987 — 1991
Bachelor of Science, Physics and Mathematics
Patricia Cole's Advent Software Experience December 2012 - April 2014
Job Application Technology Strategic Consulting
Industry Information Technology and Services
Experience
Navint Partners January 2015 - Present
InfoPath Consulting April 2014 - Present
Advent Software December 2012 - April 2014
Advent Software April 2008 - December 2012
Advent Software September 2006 - April 2008
VMWare June 2005 - August 2006
TicoValley 2004 - 2006
Autodesk 2002 - 2004
Portal Software 1999 - 2001
Select Systems, LLC 1996 - 1999
Skills
Enterprise Software, Salesforce.com, SaaS, Cloud Computing, Software Development, Professional Services, Business Analysis, Vendor Management, CRM, Cross-functional Team..., Project Management, Enterprise Architecture, IT Strategy, Software Project..., Program Management, ERP, Software Industry, Solution Architecture, IT Management, Software Implementation, Requirements Analysis, Information Technology, Business Intelligence, Integration, Business Process, Agile Methodologies, SDLC, SharePoint, Business Process..., Agile Project Management, Disaster Recovery, Management
Education
John F. Kennedy University
Bachelor's Degree, Psychology
Navint Partners January 2015 - Present
InfoPath Consulting April 2014 - Present
Advent Software December 2012 - April 2014
Advent Software April 2008 - December 2012
Advent Software September 2006 - April 2008
VMWare June 2005 - August 2006
TicoValley 2004 - 2006
Autodesk 2002 - 2004
Portal Software 1999 - 2001
Select Systems, LLC 1996 - 1999
Skills
Enterprise Software, Salesforce.com, SaaS, Cloud Computing, Software Development, Professional Services, Business Analysis, Vendor Management, CRM, Cross-functional Team..., Project Management, Enterprise Architecture, IT Strategy, Software Project..., Program Management, ERP, Software Industry, Solution Architecture, IT Management, Software Implementation, Requirements Analysis, Information Technology, Business Intelligence, Integration, Business Process, Agile Methodologies, SDLC, SharePoint, Business Process..., Agile Project Management, Disaster Recovery, Management
Education
John F. Kennedy University
Bachelor's Degree, Psychology
Megan Cochard's Advent Software Experience July 2004 - October 2007
Job Director, Investor Relations, at Novelis Inc.
Industry Mining & Metals
Experience
Novelis August 2013 - Present
Novelis, Inc. September 2010 - August 2013
The Home Depot November 2007 - September 2010
Advent Software July 2004 - October 2007
Clorox Company 2000 - 2004
Skills
Investor Relations, Valuation, Forecasting, Financial Modeling, Financial Reporting, Mergers, Competitive Analysis, Finance, Financial Analysis, Corporate Finance, Due Diligence, Sarbanes-Oxley Act, Strategic Planning, Strategy
Education
Georgetown University 1996 — 2000
BS, Finance
Novelis August 2013 - Present
Novelis, Inc. September 2010 - August 2013
The Home Depot November 2007 - September 2010
Advent Software July 2004 - October 2007
Clorox Company 2000 - 2004
Skills
Investor Relations, Valuation, Forecasting, Financial Modeling, Financial Reporting, Mergers, Competitive Analysis, Finance, Financial Analysis, Corporate Finance, Due Diligence, Sarbanes-Oxley Act, Strategic Planning, Strategy
Education
Georgetown University 1996 — 2000
BS, Finance
Henry Murphy's Advent Software Experience April 2001 - December 2005
Job CoFounder, Strand Theory
Industry Financial Services
Experience
Strand Theory December 2010 - Present
Franklin Templeton Group April 2006 - December 2010
Advent Software April 2001 - December 2005
Franklin Templeton Group 1999 - 2001
Morgan Stanley 1997 - 1999
Advent Software 1992 - 1997
Maximum Data Corporation 1987 - 1992
Mitchell Hutchins Asset Management 1982 - 1987
Skills
Portfolio Management, Business Development, Start-ups, Asset Management, Business Analysis, Fixed Income, Hedge Funds, Alternative Investments, PMO, C++, Financial Services, Trading Systems, Equities, Investments, Electronic Trading, Derivatives, Bloomberg, Investment Management
Education
Hofstra University
Bachelor of Business Administration (BBA), Finance and Econmonics
Strand Theory December 2010 - Present
Franklin Templeton Group April 2006 - December 2010
Advent Software April 2001 - December 2005
Franklin Templeton Group 1999 - 2001
Morgan Stanley 1997 - 1999
Advent Software 1992 - 1997
Maximum Data Corporation 1987 - 1992
Mitchell Hutchins Asset Management 1982 - 1987
Skills
Portfolio Management, Business Development, Start-ups, Asset Management, Business Analysis, Fixed Income, Hedge Funds, Alternative Investments, PMO, C++, Financial Services, Trading Systems, Equities, Investments, Electronic Trading, Derivatives, Bloomberg, Investment Management
Education
Hofstra University
Bachelor of Business Administration (BBA), Finance and Econmonics
Joy Maxie's Advent Software Experience January 2012 - Present
Job Senior Accountant at Advent Software, Inc.
Industry Computer Software
Experience
Advent Software January 2012 - Present
Advent Software October 2007 - December 2011
Advent Software May 2006 - September 2007
Thomas Weisel Partners 1999 - 2006
Skills
Forecasting, Financial Analysis, Account Reconciliation, Financial Reporting, Variance Analysis, Budgets, General Ledger, Financial Modeling, Sarbanes-Oxley Act, Accounting, Business Analysis, Essbase, ASC 985-20, ASC 350-40, Accruals, Flux Analysis, Microsoft Excel, Oracle, Hyperion Planning, Analysis, Hyperion Enterprise
Education
Golden Gate University 2000 — 2003
Business Administration
Advent Software January 2012 - Present
Advent Software October 2007 - December 2011
Advent Software May 2006 - September 2007
Thomas Weisel Partners 1999 - 2006
Skills
Forecasting, Financial Analysis, Account Reconciliation, Financial Reporting, Variance Analysis, Budgets, General Ledger, Financial Modeling, Sarbanes-Oxley Act, Accounting, Business Analysis, Essbase, ASC 985-20, ASC 350-40, Accruals, Flux Analysis, Microsoft Excel, Oracle, Hyperion Planning, Analysis, Hyperion Enterprise
Education
Golden Gate University 2000 — 2003
Business Administration
Ahmad Wain's Advent Software Experience January 2008 - November 2013
Job Sr. BI Engineer at Red Hat
Industry Financial Services
Experience
Red Hat April 2014 - Present
Advent Software January 2008 - November 2013
GE Capital Finance May 2005 - January 2008
GE Transportation August 2003 - May 2005
Skills
Data Warehousing, SQL, Requirements Analysis, Microsoft SQL Server, Oracle, Unix, C#, Business Analysis, Software Project..., .NET, Agile Methodologies, XML, Software Development, Java, ASP.NET, SharePoint, JavaScript, C++, Testing, Perl, MS Project, Eclipse, Product Management, SDLC, Project Management, Integration, Enterprise Software, IT Strategy, Business Intelligence, Databases, PL/SQL, Systems Analysis, Data Modeling
Education
Gannon University 2003 — 2005
MS, Infomation Sciences
North Carolina State University 2001 — 2003
BS, Computer Science
National University of Science and Technology 1999 — 2001
Red Hat April 2014 - Present
Advent Software January 2008 - November 2013
GE Capital Finance May 2005 - January 2008
GE Transportation August 2003 - May 2005
Skills
Data Warehousing, SQL, Requirements Analysis, Microsoft SQL Server, Oracle, Unix, C#, Business Analysis, Software Project..., .NET, Agile Methodologies, XML, Software Development, Java, ASP.NET, SharePoint, JavaScript, C++, Testing, Perl, MS Project, Eclipse, Product Management, SDLC, Project Management, Integration, Enterprise Software, IT Strategy, Business Intelligence, Databases, PL/SQL, Systems Analysis, Data Modeling
Education
Gannon University 2003 — 2005
MS, Infomation Sciences
North Carolina State University 2001 — 2003
BS, Computer Science
National University of Science and Technology 1999 — 2001
Seth Isernhagen's Advent Software Experience April 2015 - Present
Job Senior Software Engineer at Advent Software
Industry Computer Software
Experience
Advent Software April 2015 - Present
Advent Software February 2011 - April 2015
Advent Software July 2007 - February 2011
Mendocino Forest Products 2003 - 2006
Skills
Software Development, Project Management, Front-end Development, AngularJS, Node.js, HTML5, Web Services, jQuery, AJAX, ASP.NET MVC, D3.js, CSS, HTML, JavaScript, Agile Methodologies, Splunk, .NET, Process Improvement, Microsoft SQL Server, Cloud Computing, Cross-functional Team..., Databases, Requirements Analysis, Product Management, Program Management, Enterprise Software, SQL, C#
Education
Humboldt State University 1999 — 2002
Bachelor of Science (B.S.), Computer Information Systems
Topeka West High School
Advent Software April 2015 - Present
Advent Software February 2011 - April 2015
Advent Software July 2007 - February 2011
Mendocino Forest Products 2003 - 2006
Skills
Software Development, Project Management, Front-end Development, AngularJS, Node.js, HTML5, Web Services, jQuery, AJAX, ASP.NET MVC, D3.js, CSS, HTML, JavaScript, Agile Methodologies, Splunk, .NET, Process Improvement, Microsoft SQL Server, Cloud Computing, Cross-functional Team..., Databases, Requirements Analysis, Product Management, Program Management, Enterprise Software, SQL, C#
Education
Humboldt State University 1999 — 2002
Bachelor of Science (B.S.), Computer Information Systems
Topeka West High School
Craig Law's Advent Software Experience 1993 - 2003
Job Sports Consultant and Contractor
Industry Sports
Experience
Contract January 2004 - Present
Claremont Resort January 2003 - Present
High School January 2003 - Present
Contract January 2003 - Present
Advent Software 1993 - 2003
Gifford Fong Associates August 1988 - June 1993
Education
Loyola Marymount University 1984 — 1988
Contract January 2004 - Present
Claremont Resort January 2003 - Present
High School January 2003 - Present
Contract January 2003 - Present
Advent Software 1993 - 2003
Gifford Fong Associates August 1988 - June 1993
Education
Loyola Marymount University 1984 — 1988
Cary Orbe's Advent Software Experience June 2009 - December 2011
Job Sales Executive at SunGard
Industry Financial Services
Experience
SunGard January 2013 - Present
SunGard December 2011 - Present
Advent Software June 2009 - December 2011
Advent Software October 2007 - June 2009
Pertrac Financial February 2007 - October 2007
Simcorp USA February 2006 - February 2007
Citigroup June 1998 - February 2006
Skills
SQL, Databases, Program Management, Process Improvement, Fixed Income, Hedge Funds, Trading Systems, Financial Services, Financial Markets, Business Analysis, Electronic Trading, Asset Managment, Equities, Derivatives, Portfolio Management
Education
Fordham University
BS, Computer Science
Stevens Institute of Technology
Master's degree, Management Information Systems, General
SunGard January 2013 - Present
SunGard December 2011 - Present
Advent Software June 2009 - December 2011
Advent Software October 2007 - June 2009
Pertrac Financial February 2007 - October 2007
Simcorp USA February 2006 - February 2007
Citigroup June 1998 - February 2006
Skills
SQL, Databases, Program Management, Process Improvement, Fixed Income, Hedge Funds, Trading Systems, Financial Services, Financial Markets, Business Analysis, Electronic Trading, Asset Managment, Equities, Derivatives, Portfolio Management
Education
Fordham University
BS, Computer Science
Stevens Institute of Technology
Master's degree, Management Information Systems, General
Bill Ings's Advent Software Experience 2000 - 2001
Job Vice President, Head of Client Service Jennison Associates LLC
Industry Financial Services
Experience
Jennison Associates LLC April 2004 - Present
Thomson Financial 2002 - 2004
Baseline Financial Services 1995 - 2004
Advent Software 2000 - 2001
Education
Haverford College 1989 — 1993
BA, Political Science
Jennison Associates LLC April 2004 - Present
Thomson Financial 2002 - 2004
Baseline Financial Services 1995 - 2004
Advent Software 2000 - 2001
Education
Haverford College 1989 — 1993
BA, Political Science
Dongpei Zhuo's Advent Software Experience March 2006 - January 2013
Job Senior Software Engineer at Recurly
Industry Consumer Electronics
Experience
Recurly July 2015 - Present
Apple April 2014 - July 2015
SAP February 2013 - 2014
Advent Software March 2006 - January 2013
AXA Rosenberg 2003 - 2006
Barra 2001 - 2003
Outercurve Technologies 2000 - 2001
Salomon Smith Barney 1999 - 2000
Long Term Capital Management 1997 - 1999
Printronix 1993 - 1993
Skills
Unix, C++, SQL, C#, Agile Methodologies, Perl, Software Design, Linux, Software Development, Shell Scripting, Investments, C, Financial Instruments, Linux Kernel, Bond Pricing, Visual Studio, Advent Geneva, Python, Emacs, Lisp
Education
Yale University 1994 — 1997
Master of Science (MS), Computer Science
Indiana University - Kelley School of Business 2005 — 2008
Master of Business Administration (MBA), Finance
University of California, Irvine 1991 — 1993
BS, Information and Computer Science
Peking University
Tianjin No. Three Middle School
Recurly July 2015 - Present
Apple April 2014 - July 2015
SAP February 2013 - 2014
Advent Software March 2006 - January 2013
AXA Rosenberg 2003 - 2006
Barra 2001 - 2003
Outercurve Technologies 2000 - 2001
Salomon Smith Barney 1999 - 2000
Long Term Capital Management 1997 - 1999
Printronix 1993 - 1993
Skills
Unix, C++, SQL, C#, Agile Methodologies, Perl, Software Design, Linux, Software Development, Shell Scripting, Investments, C, Financial Instruments, Linux Kernel, Bond Pricing, Visual Studio, Advent Geneva, Python, Emacs, Lisp
Education
Yale University 1994 — 1997
Master of Science (MS), Computer Science
Indiana University - Kelley School of Business 2005 — 2008
Master of Business Administration (MBA), Finance
University of California, Irvine 1991 — 1993
BS, Information and Computer Science
Peking University
Tianjin No. Three Middle School
Stacy Fong's Advent Software Experience August 2010 - May 2013
Job Client Finance Manager at AKQA
Industry Public Relations and Communications
Experience
AKQA June 2015 - Present
The Austin Stone Community Church February 2015 - Present
Hill+Knowlton Strategies May 2013 - February 2015
Advent Software August 2010 - May 2013
Advent Software October 2008 - August 2010
Advent Software December 2007 - September 2008
Allied Professionals Insurance Company(Law Office of Michael J. Schroeder) May 2006 - June 2007
Smith Barney September 2006 - February 2007
Skills
Salesforce.com, Oracle Reports, Microsoft Word, Microsoft Excel, Oracle R12 Financials, Access, Software Documentation, Training, Process Improvement, SharePoint, Management, SaaS, Finance, Forecasting, Analysis
Education
University of California, Irvine 2003 — 2007
BA, Business Economics
Hong Kong University of Science and Technology - School of Business and Management 2005 — 2005
Education Abroad Program (EAP), Economics
UC Berkeley Extn
AKQA June 2015 - Present
The Austin Stone Community Church February 2015 - Present
Hill+Knowlton Strategies May 2013 - February 2015
Advent Software August 2010 - May 2013
Advent Software October 2008 - August 2010
Advent Software December 2007 - September 2008
Allied Professionals Insurance Company(Law Office of Michael J. Schroeder) May 2006 - June 2007
Smith Barney September 2006 - February 2007
Skills
Salesforce.com, Oracle Reports, Microsoft Word, Microsoft Excel, Oracle R12 Financials, Access, Software Documentation, Training, Process Improvement, SharePoint, Management, SaaS, Finance, Forecasting, Analysis
Education
University of California, Irvine 2003 — 2007
BA, Business Economics
Hong Kong University of Science and Technology - School of Business and Management 2005 — 2005
Education Abroad Program (EAP), Economics
UC Berkeley Extn
Peter Shifman, PMP's Advent Software Experience June 2003 - December 2005
Job Project Manager at Cisco Systems
Industry Financial Services
Experience
Cisco Systems March 2012 - Present
Charles Schwab May 2011 - March 2012
Infocrossing, a WIPRO company May 2010 - May 2011
Visa, inc. April 2009 - April 2010
Visa, Inc December 2007 - March 2009
Autodesk, Inc July 2007 - December 2007
Acxiom Corp February 2006 - July 2007
Advent Software June 2003 - December 2005
Vitria Technology February 2001 - May 2003
Flashcom, Inc. March 1998 - February 2001
Skills
Data Warehousing, ERP, Business Process, Integration, Cisco Technologies, SDLC, PMP, CRM, Software Development, PMO Development, SharePoint, Enterprise Software, MS Project, Project Management, Data Center, IT Strategy, IT Management, VMware, Siebel, Linux, Management, Telecommunications, Cloud Computing, Vendor Management, Microsoft SQL Server, Security, System Deployment, Oracle, Strategy, SQL
Education
Hiram College 1970 — 1974
BA, English
Rutgers Preparatory School 1966 — 1970
Cisco Systems March 2012 - Present
Charles Schwab May 2011 - March 2012
Infocrossing, a WIPRO company May 2010 - May 2011
Visa, inc. April 2009 - April 2010
Visa, Inc December 2007 - March 2009
Autodesk, Inc July 2007 - December 2007
Acxiom Corp February 2006 - July 2007
Advent Software June 2003 - December 2005
Vitria Technology February 2001 - May 2003
Flashcom, Inc. March 1998 - February 2001
Skills
Data Warehousing, ERP, Business Process, Integration, Cisco Technologies, SDLC, PMP, CRM, Software Development, PMO Development, SharePoint, Enterprise Software, MS Project, Project Management, Data Center, IT Strategy, IT Management, VMware, Siebel, Linux, Management, Telecommunications, Cloud Computing, Vendor Management, Microsoft SQL Server, Security, System Deployment, Oracle, Strategy, SQL
Education
Hiram College 1970 — 1974
BA, English
Rutgers Preparatory School 1966 — 1970
Patrick Huston's Advent Software Experience January 2012 - June 2013
Job Senior Database Developer at Kaiser Permanente (through Disys)
Industry Computer Software
Experience
Kaiser Permanente (through Disys) September 2013 - Present
Advent Software January 2012 - June 2013
Better Homes and Gardens Mason-McDuffie Real Estate May 2004 - February 2012
eBuilder 2000 - 2004
Learning Technology Partners July 1999 - June 2000
University of Evansville 1995 - 1998
Education
Iowa State University
Ph.D, Inorganic Chemistry
Ohio University
B.S, Chemistry
Kaiser Permanente (through Disys) September 2013 - Present
Advent Software January 2012 - June 2013
Better Homes and Gardens Mason-McDuffie Real Estate May 2004 - February 2012
eBuilder 2000 - 2004
Learning Technology Partners July 1999 - June 2000
University of Evansville 1995 - 1998
Education
Iowa State University
Ph.D, Inorganic Chemistry
Ohio University
B.S, Chemistry
Jon Prezalar's Advent Software Experience June 2014 - Present
Job Senior Analyst at Advent Software
Industry Computer Software
Experience
Advent Software June 2014 - Present
Advent Software February 2012 - June 2014
Advent Software March 2009 - February 2012
Advent Software February 2008 - March 2009
Skills
Enterprise Software, SQL, Cloud Computing, SaaS, Business Analysis, Requirements Analysis, Financial Services, Salesforce.com, Software Project..., Product Management, Program Management, Management, CRM, Business Intelligence, Professional Services, Agile Methodologies
Education
Humboldt State University 1989 — 1994
BS in Business Administration with an emphasis in Accounting
Advent Software June 2014 - Present
Advent Software February 2012 - June 2014
Advent Software March 2009 - February 2012
Advent Software February 2008 - March 2009
Skills
Enterprise Software, SQL, Cloud Computing, SaaS, Business Analysis, Requirements Analysis, Financial Services, Salesforce.com, Software Project..., Product Management, Program Management, Management, CRM, Business Intelligence, Professional Services, Agile Methodologies
Education
Humboldt State University 1989 — 1994
BS in Business Administration with an emphasis in Accounting
Tin Wu's Advent Software Experience 2007 - 2012
Job Senior QA Analyst
Industry Computer Software
Experience
Calypso Technology 2012 - 2014
Advent Software 2007 - 2012
NorthStar Systems International 2006 - 2007
Financial Engines 2004 - 2006
Skills
SDLC, Software Development, Scrum, Software Quality..., SQL, SaaS, Testing, Business Analysis, Agile Methodologies, Management, XML, Quality Assurance, Java
Education
Golden Gate University
Master of Business Administration (M.B.A.), Finance
University of California, Berkeley
Bachelor’s Degree, Biochemistry, Molecular & Cell Biology
Calypso Technology 2012 - 2014
Advent Software 2007 - 2012
NorthStar Systems International 2006 - 2007
Financial Engines 2004 - 2006
Skills
SDLC, Software Development, Scrum, Software Quality..., SQL, SaaS, Testing, Business Analysis, Agile Methodologies, Management, XML, Quality Assurance, Java
Education
Golden Gate University
Master of Business Administration (M.B.A.), Finance
University of California, Berkeley
Bachelor’s Degree, Biochemistry, Molecular & Cell Biology
Liam Huxley's Advent Software Experience January 2012 - June 2013
Job Founder at Cassini Systems
Industry Computer Software
Experience
Cassini Systems Ltd September 2013 - Present
Advent Software January 2012 - June 2013
Advent Software March 2011 - January 2012
Syncova Solutions July 2004 - June 2011
Credit Suisse First Boston September 1999 - June 2004
Merrill Lynch Europe Ltd 1994 - 1996
Merrill Lynch 1993 - 1996
i-Tech Solutions 1992 - 1994
Skills
Trading Systems, Hedge Funds, Prime Brokerage, Equities, Derivatives, Fixed Income, Enterprise Software, Portfolio Management, SaaS, Business Analysis, Product Management, Margin, Central Clearing, CCP, Clearing Houses, OTC, Software Project..., Securities Lending, Market Data, Options, Back Office, Business Development, Product Innovation, Collateral Management, Start-ups
Education
Imperial College London 1988 — 1992
BSC(Eng), Computer Science
Cassini Systems Ltd September 2013 - Present
Advent Software January 2012 - June 2013
Advent Software March 2011 - January 2012
Syncova Solutions July 2004 - June 2011
Credit Suisse First Boston September 1999 - June 2004
Merrill Lynch Europe Ltd 1994 - 1996
Merrill Lynch 1993 - 1996
i-Tech Solutions 1992 - 1994
Skills
Trading Systems, Hedge Funds, Prime Brokerage, Equities, Derivatives, Fixed Income, Enterprise Software, Portfolio Management, SaaS, Business Analysis, Product Management, Margin, Central Clearing, CCP, Clearing Houses, OTC, Software Project..., Securities Lending, Market Data, Options, Back Office, Business Development, Product Innovation, Collateral Management, Start-ups
Education
Imperial College London 1988 — 1992
BSC(Eng), Computer Science
Royce Buggelli's Advent Software Experience 2000 - 2001
Job Senior Project Manager at Misys
Industry Financial Services
Experience
Misys August 2014 - Present
OpenLink Financial April 2010 - July 2014
OpenLink Financial October 2011 - August 2012
RiskMetrics Group 2007 - December 2009
Bear Stearns February 2005 - November 2007
MEAG 2002 - 2003
Advent Software 2000 - 2001
Skills
Trading Systems, Derivatives, FX Options, Hedge Funds, Equities, Trading, Financial Markets, Financial Analysis, Fixed Income, Risk Management, Capital Markets, Bloomberg, Options, Financial Modeling, Equity Derivatives, Market Risk, Commodity, Market Data, Middle Office, Electronic Trading, Swaps, Prime Brokerage, Back Office, Credit Derivatives, Commodity Markets
Education
Fordham Gabelli School of Business 2001 — 2003
MBA, Finance
Lehigh University 1992 — 1996
BS, Finance
Lehigh University - College of Business and Economics 1992 — 1996
Bachelor of Science (B.S.), Finance, General
Hillsborough High School
Hillsborough High School
Misys August 2014 - Present
OpenLink Financial April 2010 - July 2014
OpenLink Financial October 2011 - August 2012
RiskMetrics Group 2007 - December 2009
Bear Stearns February 2005 - November 2007
MEAG 2002 - 2003
Advent Software 2000 - 2001
Skills
Trading Systems, Derivatives, FX Options, Hedge Funds, Equities, Trading, Financial Markets, Financial Analysis, Fixed Income, Risk Management, Capital Markets, Bloomberg, Options, Financial Modeling, Equity Derivatives, Market Risk, Commodity, Market Data, Middle Office, Electronic Trading, Swaps, Prime Brokerage, Back Office, Credit Derivatives, Commodity Markets
Education
Fordham Gabelli School of Business 2001 — 2003
MBA, Finance
Lehigh University 1992 — 1996
BS, Finance
Lehigh University - College of Business and Economics 1992 — 1996
Bachelor of Science (B.S.), Finance, General
Hillsborough High School
Hillsborough High School
Will Theiler's Advent Software Experience July 2012 - Present
Job Associate Product Manager at Advent Software
Industry Financial Services
Experience
Advent Software July 2012 - Present
Black Diamond Performance Reporting, LLC April 2010 - June 2012
Black Diamond Performance Reporting, LLC February 2007 - March 2010
Education
Florida State University - College of Business 2001 — 2005
Advent Software July 2012 - Present
Black Diamond Performance Reporting, LLC April 2010 - June 2012
Black Diamond Performance Reporting, LLC February 2007 - March 2010
Education
Florida State University - College of Business 2001 — 2005
Craig Rife's Advent Software Experience February 2012 - Present
Job Sr. Relationship Manager, Sales, Customer Success Manager, Advent Software
Industry Computer Software
Experience
Advent Software February 2012 - Present
Museum Club September 2004 - February 2012
SEI Investments September 2001 - September 2004
SEI Investments July 1991 - September 2001
Delaware Investments January 1988 - July 1991
Skills
Sales, Business Relationship..., Financial Services, Investments, Private Equity, Hedge Funds, Alternative Investments, Mutual Funds, Investment Management, Financial Analysis, Fund Administration, Fund Accounting, Prime Brokerage, Marketing, Client Relations, Client Development, Relationship Management, Problem Solving, Financial Software..., Asset Management, saas, Enterprise Software, Cloud Applications, computer software
Education
La Salle University
BS, Finance
New York University
Masters of Science, Real Estate Investment and Finance, 3.84 GPA
Advent Software February 2012 - Present
Museum Club September 2004 - February 2012
SEI Investments September 2001 - September 2004
SEI Investments July 1991 - September 2001
Delaware Investments January 1988 - July 1991
Skills
Sales, Business Relationship..., Financial Services, Investments, Private Equity, Hedge Funds, Alternative Investments, Mutual Funds, Investment Management, Financial Analysis, Fund Administration, Fund Accounting, Prime Brokerage, Marketing, Client Relations, Client Development, Relationship Management, Problem Solving, Financial Software..., Asset Management, saas, Enterprise Software, Cloud Applications, computer software
Education
La Salle University
BS, Finance
New York University
Masters of Science, Real Estate Investment and Finance, 3.84 GPA
Erich Zielonka, EA's Advent Software Experience April 2000 - October 2007
Job Accountant
Industry Accounting
Experience
University of California Berkeley January 2007 - Present
Erich Zielonka, EA January 2003 - Present
Advent Software April 2000 - October 2007
Recoll Management September 1993 - March 1994
Skills
Accounting, Tax, Financial Analysis, Financial Reporting, QuickBooks, Account Reconciliation, Budgets, Financial Accounting, Accounts Payable, General Ledger
Education
Golden Gate University 2001 — 2004
Masters, Accounting
Northeastern University 1991 — 1997
Bachelors, Psychology, Finance
University of California Berkeley January 2007 - Present
Erich Zielonka, EA January 2003 - Present
Advent Software April 2000 - October 2007
Recoll Management September 1993 - March 1994
Skills
Accounting, Tax, Financial Analysis, Financial Reporting, QuickBooks, Account Reconciliation, Budgets, Financial Accounting, Accounts Payable, General Ledger
Education
Golden Gate University 2001 — 2004
Masters, Accounting
Northeastern University 1991 — 1997
Bachelors, Psychology, Finance
Brett Ashley Steck's Advent Software Experience September 2000 - September 2004
Job Executive Assistant at GI Partners
Industry Financial Services
Experience
GI Partners December 2014 - Present
Pantera Capital January 2014 - October 2014
The RealReal July 2012 - December 2013
Institutional Venture Partners (IVP) September 2008 - January 2011
Hummer Winblad Venture Partners 2004 - 2008
Advent Software September 2000 - September 2004
Skills
Private Equity, Marketing, Venture Capital, Start-ups, Mergers, Business Strategy, Investments, Sales, E-commerce, Entrepreneurship, Product Marketing, Mergers & Acquisitions, Retail, Competitive Analysis, Analytics, Product Management, Marketing Strategy, SaaS, Strategy, Strategic Partnerships, Leadership, Online Advertising, B2B, Salesforce.com, Performance Reporting, Employee Engagement, Mobile Devices, Executive Reporting, Cross-functional Team..., Customer Satisfaction, Communication, Consignment, Account Management, Team Management, Market Research, Fashion
Education
Golden Gate University 2008 — 2011
MBA Program, Business
San Francisco State University 1994 — 1999
BA, US Contemporary History
GI Partners December 2014 - Present
Pantera Capital January 2014 - October 2014
The RealReal July 2012 - December 2013
Institutional Venture Partners (IVP) September 2008 - January 2011
Hummer Winblad Venture Partners 2004 - 2008
Advent Software September 2000 - September 2004
Skills
Private Equity, Marketing, Venture Capital, Start-ups, Mergers, Business Strategy, Investments, Sales, E-commerce, Entrepreneurship, Product Marketing, Mergers & Acquisitions, Retail, Competitive Analysis, Analytics, Product Management, Marketing Strategy, SaaS, Strategy, Strategic Partnerships, Leadership, Online Advertising, B2B, Salesforce.com, Performance Reporting, Employee Engagement, Mobile Devices, Executive Reporting, Cross-functional Team..., Customer Satisfaction, Communication, Consignment, Account Management, Team Management, Market Research, Fashion
Education
Golden Gate University 2008 — 2011
MBA Program, Business
San Francisco State University 1994 — 1999
BA, US Contemporary History
Anthony Vernace's Advent Software Experience June 2004 - November 2006
Job Credit Suisse Private Banking
Industry Financial Services
Experience
Credit Suisse January 2014 - Present
J.P. Morgan Private Bank April 2010 - December 2013
Credit Suisse Private Banking USA April 2008 - April 2010
UBS Wealth Management Americas November 2006 - March 2008
Advent Software June 2004 - November 2006
Skills
Performance Measurement, Performance Attribution, Financial Accounting, Fund Accounting, Business Intelligence, Business Analysis, Experienced Business..., Business Requirements, Functional Requirements, Microsoft Excel, VBA, Business Process..., Project Management, Business Objects, Data Modeling, Temenos Wealth Manager, Advent AXYS, BISAM B-One, Advent RepLang, Fixed Income
Education
Fordham University 2000 — 2004
B.S., Finance and Economics
Credit Suisse January 2014 - Present
J.P. Morgan Private Bank April 2010 - December 2013
Credit Suisse Private Banking USA April 2008 - April 2010
UBS Wealth Management Americas November 2006 - March 2008
Advent Software June 2004 - November 2006
Skills
Performance Measurement, Performance Attribution, Financial Accounting, Fund Accounting, Business Intelligence, Business Analysis, Experienced Business..., Business Requirements, Functional Requirements, Microsoft Excel, VBA, Business Process..., Project Management, Business Objects, Data Modeling, Temenos Wealth Manager, Advent AXYS, BISAM B-One, Advent RepLang, Fixed Income
Education
Fordham University 2000 — 2004
B.S., Finance and Economics
Usha Doppalapudi's Advent Software Experience March 2007 - December 2007
Job Accounting Professional
Industry Accounting
Experience
Advent Software March 2007 - December 2007
Lendlease September 2006 - March 2007
OnSite Financials February 2006 - August 2006
Intel Corporation Contract Employee October 2005 - January 2006
Education
Indira Gandhi National Open University
MBA
Advent Software March 2007 - December 2007
Lendlease September 2006 - March 2007
OnSite Financials February 2006 - August 2006
Intel Corporation Contract Employee October 2005 - January 2006
Education
Indira Gandhi National Open University
MBA
Jim Downey's Advent Software Experience January 1996 - December 1997
Job Senior Director Sales FXall
Industry Financial Services
Experience
FXall - A Division of Thomson Reuters October 2003 - Present
Thomson Financial December 1997 - October 2003
Advent Software January 1996 - December 1997
Morgan Stanley January 1994 - January 1996
ADP September 1985 - April 1992
Skills
FX Options, Electronic Trading, FX trading, Trading, Hedge Funds, Trading Systems, Financial Markets, Options, Equities, Banking, Securities, Foreign Exchange, Treasury Management, Capital Markets, Derivatives, Swaps, FX, Currency, Liquidity, Order Management, Market Data, Straight Through..., Financial Services, Sales, Sales Management, Sales Process, Direct Sales, Sales Presentations, International Sales, Sales Operations, Pre-sales, Salesforce.com, Technology Solutions, Enterprise Technology..., Technology Pre-Sales, High Technology Sales
Education
Kutztown University of Pennsylvania
Bachelor of Science in Business Administration, Business and Finance
Rutgers, The State University of New Jersey-Newark
MBA, Finance
FXall - A Division of Thomson Reuters October 2003 - Present
Thomson Financial December 1997 - October 2003
Advent Software January 1996 - December 1997
Morgan Stanley January 1994 - January 1996
ADP September 1985 - April 1992
Skills
FX Options, Electronic Trading, FX trading, Trading, Hedge Funds, Trading Systems, Financial Markets, Options, Equities, Banking, Securities, Foreign Exchange, Treasury Management, Capital Markets, Derivatives, Swaps, FX, Currency, Liquidity, Order Management, Market Data, Straight Through..., Financial Services, Sales, Sales Management, Sales Process, Direct Sales, Sales Presentations, International Sales, Sales Operations, Pre-sales, Salesforce.com, Technology Solutions, Enterprise Technology..., Technology Pre-Sales, High Technology Sales
Education
Kutztown University of Pennsylvania
Bachelor of Science in Business Administration, Business and Finance
Rutgers, The State University of New Jersey-Newark
MBA, Finance
Jeff Sternin's Advent Software Experience 1992 - 1992
Job Software Professional
Industry Computer Software
Experience
Gigamon Systems May 2007 - July 2009
ClearSight Networks (bought by Fluke Networks) March 2004 - March 2007
Network General (currently Netscout Systems) September 1995 - March 2004
Netcom October 1994 - September 1995
RayDream December 1992 - October 1994
Telebit June 1990 - March 1992
Advent Software 1992 - 1992
Businessland November 1988 - June 1990
SPNU September 1984 - May 1988
Railroad Data Center March 1977 - September 1984
Skills
C++, C, TCP/IP, Java, Linux, Software Development, Embedded Systems, Algorithms, Programming, VoIP, Software Design, Windows, Visual Studio, IP, SQL Server, Distributed Systems, Embedded Software, Testing, Operating Systems, Microsoft SQL Server, Unix
Education
University of California, Santa Cruz 1995 — 2003
Computer Science
Saint-Petersburg State University Information Technologies, Mechanic and Optics (University ITMO) 1966 — 1972
5 1/2 year program, applied mathematics, computer science
Gigamon Systems May 2007 - July 2009
ClearSight Networks (bought by Fluke Networks) March 2004 - March 2007
Network General (currently Netscout Systems) September 1995 - March 2004
Netcom October 1994 - September 1995
RayDream December 1992 - October 1994
Telebit June 1990 - March 1992
Advent Software 1992 - 1992
Businessland November 1988 - June 1990
SPNU September 1984 - May 1988
Railroad Data Center March 1977 - September 1984
Skills
C++, C, TCP/IP, Java, Linux, Software Development, Embedded Systems, Algorithms, Programming, VoIP, Software Design, Windows, Visual Studio, IP, SQL Server, Distributed Systems, Embedded Software, Testing, Operating Systems, Microsoft SQL Server, Unix
Education
University of California, Santa Cruz 1995 — 2003
Computer Science
Saint-Petersburg State University Information Technologies, Mechanic and Optics (University ITMO) 1966 — 1972
5 1/2 year program, applied mathematics, computer science
Marisela Martinez, PHR's Advent Software Experience October 2001 - January 2005
Job HR Generalist at All FAB Precision
Industry Human Resources
Experience
All Fab Precision September 2015 - Present
Finelite, Inc April 2011 - July 2015
Sterling Foods (formerly Caravan Trading Company) February 2005 - April 2011
Advent Software October 2001 - January 2005
Skills
Performance Management, Employee Benefits, Employee Relations, Benefits Administration, Deferred Compensation, Sourcing, New Hire Orientations, Human Resources, Personnel Management, Payroll, Talent Acquisition, Recruiting, Onboarding, HRIS, Succession Planning, Organizational..., Employee Handbooks, HR Policies, HR Consulting
Education
Heald College
A.A., Accounting
All Fab Precision September 2015 - Present
Finelite, Inc April 2011 - July 2015
Sterling Foods (formerly Caravan Trading Company) February 2005 - April 2011
Advent Software October 2001 - January 2005
Skills
Performance Management, Employee Benefits, Employee Relations, Benefits Administration, Deferred Compensation, Sourcing, New Hire Orientations, Human Resources, Personnel Management, Payroll, Talent Acquisition, Recruiting, Onboarding, HRIS, Succession Planning, Organizational..., Employee Handbooks, HR Policies, HR Consulting
Education
Heald College
A.A., Accounting
Wendy Erickson's Advent Software Experience August 1987 - Present
Job Senior Staff Business Analyst at Advent Software
Industry Computer Software
Experience
Advent Software August 1987 - Present
Skills
Software Development, Agile Methodologies, Software Project..., Investments, Derivatives, Equities, Hedge Funds, Fixed Income, Asset Management, Project Management, Scrum, Advent Geneva, JIRA, Product Development, Unix, SDLC, Accounting, Business Analysis, Requirements Gathering, Requirements Analysis
Education
Harvard University 1977 — 1981
Bachelor of Arts, Economics
Phillips Academy (Andover) 1974 — 1977
Advent Software August 1987 - Present
Skills
Software Development, Agile Methodologies, Software Project..., Investments, Derivatives, Equities, Hedge Funds, Fixed Income, Asset Management, Project Management, Scrum, Advent Geneva, JIRA, Product Development, Unix, SDLC, Accounting, Business Analysis, Requirements Gathering, Requirements Analysis
Education
Harvard University 1977 — 1981
Bachelor of Arts, Economics
Phillips Academy (Andover) 1974 — 1977
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
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
Angela Murff's Advent Software Experience January 1997 - June 2003
Job Operations Manager / Account Manager at Pure Luxury Transportation, Inc.
Industry Security and Investigations
Experience
Pure Luxury Transportation, Inc. May 2015 - Present
Monument Security, Inc. September 2014 - November 2014
A1 Protective Services Inc. January 2006 - September 2014
Advent Software January 1997 - June 2003
Skills
Customer Service, Project Management, Process Improvement, Management, Account Management, Salesforce.com, Product Management, Cross-functional Team..., CRM, Business Analysis, Enterprise Software, Training, Program Management, SaaS, Vendor Management, Leadership, Team Leadership
Education
University of Phoenix 2001 — 2003
Bachelor's Degree, Business Administration and Management, General
Los Angeles Trade Technical College 1983 — 1986
Associate's Degree, Computer and Information Sciences, General
Pure Luxury Transportation, Inc. May 2015 - Present
Monument Security, Inc. September 2014 - November 2014
A1 Protective Services Inc. January 2006 - September 2014
Advent Software January 1997 - June 2003
Skills
Customer Service, Project Management, Process Improvement, Management, Account Management, Salesforce.com, Product Management, Cross-functional Team..., CRM, Business Analysis, Enterprise Software, Training, Program Management, SaaS, Vendor Management, Leadership, Team Leadership
Education
University of Phoenix 2001 — 2003
Bachelor's Degree, Business Administration and Management, General
Los Angeles Trade Technical College 1983 — 1986
Associate's Degree, Computer and Information Sciences, General
Jon Prezalar's Advent Software Experience September 1999 - Present
Job Global Accounts Support Manager at Advent Software
Industry Computer Software
Experience
Advent Software September 1999 - Present
Education
Humboldt State University 1989 — 1994
BS, Business Administration
Advent Software September 1999 - Present
Education
Humboldt State University 1989 — 1994
BS, Business Administration
Guy-Philippe Conille, MBA's Advent Software Experience October 2008 - September 2010
Job Senior Associate
Industry Financial Services
Experience
Goldman Sachs August 2015 - Present
J.P. Morgan September 2014 - August 2015
Wealth and Investment Management at Barclays May 2012 - September 2014
Barclays Wealth September 2010 - May 2012
Advent Software October 2008 - September 2010
Merrill Lynch Investment Managers June 2006 - August 2007
Skills
Fixed Income, Investments, Equities, Analysis, Valuation, Securities, Account Reconciliation, Accounting, Financial Services, Strategic Financial..., Options, Management, Auditing, Asset Management, Hedge Funds, Alternative Investments, Wealth Management, Bonds, Back Office, Middle Office, Corporate Actions, Equity Derivatives, User Acceptance Testing, Financial Advisory
Education
Hofstra University 2009 — 2011
MBA, Finance
University of Scranton 2004 — 2008
B.S., Double Major: Finance & Economics
Kellenberg Memorial HS 2000 — 2004
High School Diploma
Goldman Sachs August 2015 - Present
J.P. Morgan September 2014 - August 2015
Wealth and Investment Management at Barclays May 2012 - September 2014
Barclays Wealth September 2010 - May 2012
Advent Software October 2008 - September 2010
Merrill Lynch Investment Managers June 2006 - August 2007
Skills
Fixed Income, Investments, Equities, Analysis, Valuation, Securities, Account Reconciliation, Accounting, Financial Services, Strategic Financial..., Options, Management, Auditing, Asset Management, Hedge Funds, Alternative Investments, Wealth Management, Bonds, Back Office, Middle Office, Corporate Actions, Equity Derivatives, User Acceptance Testing, Financial Advisory
Education
Hofstra University 2009 — 2011
MBA, Finance
University of Scranton 2004 — 2008
B.S., Double Major: Finance & Economics
Kellenberg Memorial HS 2000 — 2004
High School Diploma
Constantine Konstantakis's Advent Software Experience August 2013 - February 2014
Job Strategy & Marketing Consultant
Industry Computer Software
Experience
Pyramind August 2014 - April 2015
Freelance Digital Strategist November 2011 - August 2014
Advent Software August 2013 - February 2014
Two Tarts Productions October 2011 - November 2013
Nature in the City October 2011 - August 2013
Sharpleft February 2009 - June 2009
Lazard March 2004 - February 2009
Rose Associates August 2002 - January 2004
Skills
Sustainability, Sustainable Development, Sustainability Strategy, Strategy, Proposal Writing, Integrated Marketing, Community Outreach, Business Development, Project Management, Social Media, Research, Advertising, Urban Planning, User Experience, Marketing Strategy, Management, Digital Strategy, Urban Design, Renewable Energy, Community Development, Economic Development, Online Marketing
Education
The Johns Hopkins University 1998 — 2002
Bachelor of Arts (B.A.), Economics
University of California, Berkeley 2011 — 2011
Harvard Extension School 2015 — 2017
Data Science
Pyramind August 2014 - April 2015
Freelance Digital Strategist November 2011 - August 2014
Advent Software August 2013 - February 2014
Two Tarts Productions October 2011 - November 2013
Nature in the City October 2011 - August 2013
Sharpleft February 2009 - June 2009
Lazard March 2004 - February 2009
Rose Associates August 2002 - January 2004
Skills
Sustainability, Sustainable Development, Sustainability Strategy, Strategy, Proposal Writing, Integrated Marketing, Community Outreach, Business Development, Project Management, Social Media, Research, Advertising, Urban Planning, User Experience, Marketing Strategy, Management, Digital Strategy, Urban Design, Renewable Energy, Community Development, Economic Development, Online Marketing
Education
The Johns Hopkins University 1998 — 2002
Bachelor of Arts (B.A.), Economics
University of California, Berkeley 2011 — 2011
Harvard Extension School 2015 — 2017
Data Science
Kim David's Advent Software Experience 2009 - Present
Job Senior Operations Analyst at RadiumOne
Industry Computer Software
Experience
RadiumOne 2013 - Present
Advent Software 2009 - Present
Advent Software 2005 - 2009
Advent Software 2004 - 2005
Cobra Telecon Solutions 2000 - 2003
Nordstrom 1991 - 1998
Griggs Productions 1994 - 1996
Skills
Microsoft Office, Mac OS X, Eloqua, Aprimo, Salesforce.com, Onyx, Email Marketing, CRM, Lead Generation, B2B Marketing, OS X, Marketing Automation, Demand Generation, Project Management, Online Marketing, Business Analysis, Analytics, Enterprise Software, Lead Management, SaaS, Marketing Strategy, SharePoint, Data Analysis, Strategic Partnerships, Product Management, Product Marketing, Direct Marketing, Competitive Analysis, SEM, Digital Marketing, Content Management, E-commerce, Integrated Marketing, Online Advertising, B2B, Professional Services, SEO
Education
Heald College 1998 — 2000
AS, Computer Technology
San Francisco State University 1989 — 1991
BA, Humanities
Santa Monica College 1986 — 1988
Humanties, Fine Art
RadiumOne 2013 - Present
Advent Software 2009 - Present
Advent Software 2005 - 2009
Advent Software 2004 - 2005
Cobra Telecon Solutions 2000 - 2003
Nordstrom 1991 - 1998
Griggs Productions 1994 - 1996
Skills
Microsoft Office, Mac OS X, Eloqua, Aprimo, Salesforce.com, Onyx, Email Marketing, CRM, Lead Generation, B2B Marketing, OS X, Marketing Automation, Demand Generation, Project Management, Online Marketing, Business Analysis, Analytics, Enterprise Software, Lead Management, SaaS, Marketing Strategy, SharePoint, Data Analysis, Strategic Partnerships, Product Management, Product Marketing, Direct Marketing, Competitive Analysis, SEM, Digital Marketing, Content Management, E-commerce, Integrated Marketing, Online Advertising, B2B, Professional Services, SEO
Education
Heald College 1998 — 2000
AS, Computer Technology
San Francisco State University 1989 — 1991
BA, Humanities
Santa Monica College 1986 — 1988
Humanties, Fine Art
Lee Schmerin'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 - Present
Deutsche Bank October 2012 - February 2014
Fidelity Investments June 2011 - November 2012
Northwestern Mutual Financial Network May 2010 - April 2011
Skills
Microsoft SQL Server, Networking, Financial Analysis, Finance, Financial Modeling, Microsoft Excel, Microsoft Office, Microsoft Word, Mutual Funds, Public Speaking, Accounting, Sales, Personal Finance, Personal Financial...
Education
Florida State University 2007 — 2011
Bachelor's degree, Finance, General
Florida State University - College of Business 2007 — 2011
BS, finance
Advent Software April 2015 - Present
Advent Software March 2014 - Present
Deutsche Bank October 2012 - February 2014
Fidelity Investments June 2011 - November 2012
Northwestern Mutual Financial Network May 2010 - April 2011
Skills
Microsoft SQL Server, Networking, Financial Analysis, Finance, Financial Modeling, Microsoft Excel, Microsoft Office, Microsoft Word, Mutual Funds, Public Speaking, Accounting, Sales, Personal Finance, Personal Financial...
Education
Florida State University 2007 — 2011
Bachelor's degree, Finance, General
Florida State University - College of Business 2007 — 2011
BS, finance
John Schaaf's Advent Software Experience April 1998 - April 2000
Job Business Analyst | Salesforce Administrator Trainee | Customer Service Specialist
Industry Information Technology and Services
Experience
JVS - San Francisco June 2015 - Present
San Francisco Public Defender August 2010 - November 2011
First Republic Bank and Citibank October 2004 - October 2006
San Joaquin Valley Health Consortium November 2001 - June 2004
Bluetrain/Netkey/NewChannel August 2000 - October 2001
Advent Software April 1998 - April 2000
Citi October 1993 - June 1998
Education
JVS 2015 — 2015
Certificate (Salesforce Administration/Business Analyst/Project Management-Agile)(Expected 11-2015), Salesforce Administration and Business Analyst Training
Cathedral Preparatory School; Erie, PA
High School, College Prep
Gannon University
B.A., Social Sciences with concentration in Political Science
University of Dayton School of Law
Juris Doctor (J.D.), Law
JVS - San Francisco June 2015 - Present
San Francisco Public Defender August 2010 - November 2011
First Republic Bank and Citibank October 2004 - October 2006
San Joaquin Valley Health Consortium November 2001 - June 2004
Bluetrain/Netkey/NewChannel August 2000 - October 2001
Advent Software April 1998 - April 2000
Citi October 1993 - June 1998
Education
JVS 2015 — 2015
Certificate (Salesforce Administration/Business Analyst/Project Management-Agile)(Expected 11-2015), Salesforce Administration and Business Analyst Training
Cathedral Preparatory School; Erie, PA
High School, College Prep
Gannon University
B.A., Social Sciences with concentration in Political Science
University of Dayton School of Law
Juris Doctor (J.D.), Law
Lilly kulkarni's Advent Software Experience August 2010 - February 2012
Job Head of New Business Development at Product Innovation Academy
Industry Professional Training & Coaching
Experience
Product Innovation Academy August 2015 - Present
Adaptive Marketing India September 2012 - July 2015
Consultant Technologies April 2012 - September 2012
Advent Software August 2010 - February 2012
Samsung SDS July 2005 - August 2008
Skills
C++, C, Java, J2EE Application..., .NET, .NET Remoting, Oracle Applications, DBMS, Certified Project..., Microsoft Certified..., Device Drivers, Algorithm Design, Python, Program Development, Enterprise Risk..., Project Management, Agile Project Management, IP, Internet Product..., People Development, Personal Development..., Training Programme..., Product Lifecycle..., Strategy, Cross-functional Team..., Product Management, SDLC, Business Development, Product Marketing
Education
W. P. Carey School of Business, Arizona State University 2008 — 2010
Master of Business Administration (MBA)
IIT Delhi 2001 — 2005
Bachelor of Technology (B.Tech.), Computer Science & Engineering
Product Innovation Academy August 2015 - Present
Adaptive Marketing India September 2012 - July 2015
Consultant Technologies April 2012 - September 2012
Advent Software August 2010 - February 2012
Samsung SDS July 2005 - August 2008
Skills
C++, C, Java, J2EE Application..., .NET, .NET Remoting, Oracle Applications, DBMS, Certified Project..., Microsoft Certified..., Device Drivers, Algorithm Design, Python, Program Development, Enterprise Risk..., Project Management, Agile Project Management, IP, Internet Product..., People Development, Personal Development..., Training Programme..., Product Lifecycle..., Strategy, Cross-functional Team..., Product Management, SDLC, Business Development, Product Marketing
Education
W. P. Carey School of Business, Arizona State University 2008 — 2010
Master of Business Administration (MBA)
IIT Delhi 2001 — 2005
Bachelor of Technology (B.Tech.), Computer Science & Engineering
Brownson chai's Advent Software Experience January 2007 - Present
Job Sr. Unix Admin at Advent Software
Industry Computer Software
Experience
Advent Software January 2007 - Present
SunMicroSystem January 2001 - 2007
Skills
Perl, Linux, Unix, Shell Scripting, Apache, Solaris, Unix Shell Scripting, Bash, SQL, MySQL, VMware, Virtualization, Databases, Cloud Computing, High Availability, SAN
Education
Heald College-San Francisco 1999 — 2001
AA degree with 4.0 GPA, Computer Technology/Computer Systems Technology
Advent Software January 2007 - Present
SunMicroSystem January 2001 - 2007
Skills
Perl, Linux, Unix, Shell Scripting, Apache, Solaris, Unix Shell Scripting, Bash, SQL, MySQL, VMware, Virtualization, Databases, Cloud Computing, High Availability, SAN
Education
Heald College-San Francisco 1999 — 2001
AA degree with 4.0 GPA, Computer Technology/Computer Systems Technology
Hewlett-Packard
SAP
Symantec
Intuit
HP
salesforce.com
Bloomberg LP
Autodesk