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
Michael Wachala, PMP, CSM, CSPO Michael Wachala, PMP, CSM, CSPO's Advent Software Experience August 2003 - August 2005
Job Vice President Research and Development at Fender Musical Instruments
Industry Consumer Goods
Experience
Fender Musical Instruments September 2010 - Present
Fender Musical Instruments June 2009 - September 2010
Fender Musical Instruments January 2007 - June 2009
Advanced Access August 2005 - January 2007
Advent Software August 2003 - August 2005
Vitria Technology November 2001 - August 2003
Capgemini 2001 - 2001
Flashcom, Inc. 1999 - 2001
Meade Instuments 1996 - 1999
Skills
Project Management, Database Design, Software Design, Mechanical Engineering, Product Development, Product Management, Software Development, Microsoft SQL Server, Agile Methodologies, XML, Program Management, C#, Cross-functional Team..., Integration, Architecture, Software Project..., Web Development, Cloud Computing, Engineering, E-commerce, ASP.NET, Software Engineering, Electronics, Business Intelligence, Testing, Music, SDLC, Architectures, Music Production, .NET, Recording, Sound, Mobile Applications, Leadership, Enterprise Software
Education
Northcentral University 2010 — 2015
Doctor of Business Administration (DBA), Management of Engineering and Technology
Northcentral University 2008 — 2010
MBA, Project Management
University of Akron 1991 — 1996
BS, Engineering
Fender Musical Instruments September 2010 - Present
Fender Musical Instruments June 2009 - September 2010
Fender Musical Instruments January 2007 - June 2009
Advanced Access August 2005 - January 2007
Advent Software August 2003 - August 2005
Vitria Technology November 2001 - August 2003
Capgemini 2001 - 2001
Flashcom, Inc. 1999 - 2001
Meade Instuments 1996 - 1999
Skills
Project Management, Database Design, Software Design, Mechanical Engineering, Product Development, Product Management, Software Development, Microsoft SQL Server, Agile Methodologies, XML, Program Management, C#, Cross-functional Team..., Integration, Architecture, Software Project..., Web Development, Cloud Computing, Engineering, E-commerce, ASP.NET, Software Engineering, Electronics, Business Intelligence, Testing, Music, SDLC, Architectures, Music Production, .NET, Recording, Sound, Mobile Applications, Leadership, Enterprise Software
Education
Northcentral University 2010 — 2015
Doctor of Business Administration (DBA), Management of Engineering and Technology
Northcentral University 2008 — 2010
MBA, Project Management
University of Akron 1991 — 1996
BS, Engineering
Nausheen Mirza Nausheen Mirza's Advent Software Experience March 2010 - July 2011
Job Product Manager
Industry Computer Software
Experience
Workday April 2014 - Present
Workday July 2011 - April 2014
Advent Software March 2010 - July 2011
Advent Software November 2008 - March 2010
Advent Software May 2007 - November 2008
JPMorgan Chase November 2003 - November 2004
Skills
Integration, Salesforce.com, SQL, SaaS, Cross-functional Team..., Enterprise Software, Requirements Analysis, Agile Methodologies, Software Project..., Business Intelligence, Business Analysis, SDLC, SharePoint, Databases, Cloud Computing
Education
Mount Holyoke College 1999 — 2003
Bachelor of Arts, Biology and Computer Science
Workday April 2014 - Present
Workday July 2011 - April 2014
Advent Software March 2010 - July 2011
Advent Software November 2008 - March 2010
Advent Software May 2007 - November 2008
JPMorgan Chase November 2003 - November 2004
Skills
Integration, Salesforce.com, SQL, SaaS, Cross-functional Team..., Enterprise Software, Requirements Analysis, Agile Methodologies, Software Project..., Business Intelligence, Business Analysis, SDLC, SharePoint, Databases, Cloud Computing
Education
Mount Holyoke College 1999 — 2003
Bachelor of Arts, Biology and Computer Science
Caitlin Reeves Caitlin Reeves's Advent Software Experience August 2009 - March 2013
Job Business Solution Management at Saks Fifth Avenue
Industry Design
Experience
Stowe Mountain Resort November 2008 - Present
Saks Fifth Avenue November 2014 - Present
Marimekko November 2013 - May 2014
Advent Software August 2009 - March 2013
NYC Department of Education November 2007 - June 2009
Skills
Event Management, Corporate Social..., Outstanding..., Project Management, Event Planning, Salesforce.com, Management, Program Management, Leadership, CRM, Project Planning, Account Management
Education
University of Vermont
Bachelor of Arts (B.A.), Sociology
MediaBistro
Course: Digital Ad Sales
Textile Arts Center 2011 — 2012
Courses: Screen Printing and Reupholstery
New York University
Course: The Marketing Plan
The Cooper Union for the Advancement of Science and Art
Course: Printmaking
International Center of Photography 2008 — 2009
Courses: Photoshop, Digital Media, and Photography
School of Visual Arts
Course: LEED® Green Design
School of Visual Arts
Course: Designing Interiors, Interior Design
Stowe Mountain Resort November 2008 - Present
Saks Fifth Avenue November 2014 - Present
Marimekko November 2013 - May 2014
Advent Software August 2009 - March 2013
NYC Department of Education November 2007 - June 2009
Skills
Event Management, Corporate Social..., Outstanding..., Project Management, Event Planning, Salesforce.com, Management, Program Management, Leadership, CRM, Project Planning, Account Management
Education
University of Vermont
Bachelor of Arts (B.A.), Sociology
MediaBistro
Course: Digital Ad Sales
Textile Arts Center 2011 — 2012
Courses: Screen Printing and Reupholstery
New York University
Course: The Marketing Plan
The Cooper Union for the Advancement of Science and Art
Course: Printmaking
International Center of Photography 2008 — 2009
Courses: Photoshop, Digital Media, and Photography
School of Visual Arts
Course: LEED® Green Design
School of Visual Arts
Course: Designing Interiors, Interior Design
Darren Tiley Darren Tiley's Advent Software Experience April 2007 - September 2009
Job Technical Trainer and Developer
Industry Computer Software
Experience
University of California Office of the President March 2015 - Present
Advent Software (Advent Ondemand) June 2011 - October 2014
Advent Software (Advent OnDemand) September 2009 - June 2011
Advent Software April 2007 - September 2009
Advent Software February 2006 - April 2007
Advent Software February 2005 - February 2006
Snyder Newell Inc. 2004 - 2005
IUPUI 2001 - 2004
IUPUC 2000 - 2001
UK Ministry of Defence 1999 - 2000
Skills
Software Documentation, Databases, Training, SQL, Project Management, SharePoint, CRM, Business Analysis, Enterprise Software, Program Management, Management, SaaS, Team Leadership, Analysis, Testing, Troubleshooting, Integration, Requirements Analysis, Cloud Computing, Technical Support, Business Intelligence, Visio, Web Applications, Microsoft SQL Server, Vendor Management, Agile Methodologies, Salesforce.com, Microsoft Office, Networking, Axys, Advent Portfolio..., Process Improvement, HTML, CSS, Customer Service, Problem Solving, Time Management, Leadership, Financial Services, Cross-functional Team..., Data Analysis, Customer Support, Documentation, Windows, Interviews, Customer Relations, Team Management, Outsourcing, Business Process..., Access
Education
Purdue University 2000 — 2004
BS
Purdue University 2000 — 2002
AS
Purdue University
Certification
University of California Office of the President March 2015 - Present
Advent Software (Advent Ondemand) June 2011 - October 2014
Advent Software (Advent OnDemand) September 2009 - June 2011
Advent Software April 2007 - September 2009
Advent Software February 2006 - April 2007
Advent Software February 2005 - February 2006
Snyder Newell Inc. 2004 - 2005
IUPUI 2001 - 2004
IUPUC 2000 - 2001
UK Ministry of Defence 1999 - 2000
Skills
Software Documentation, Databases, Training, SQL, Project Management, SharePoint, CRM, Business Analysis, Enterprise Software, Program Management, Management, SaaS, Team Leadership, Analysis, Testing, Troubleshooting, Integration, Requirements Analysis, Cloud Computing, Technical Support, Business Intelligence, Visio, Web Applications, Microsoft SQL Server, Vendor Management, Agile Methodologies, Salesforce.com, Microsoft Office, Networking, Axys, Advent Portfolio..., Process Improvement, HTML, CSS, Customer Service, Problem Solving, Time Management, Leadership, Financial Services, Cross-functional Team..., Data Analysis, Customer Support, Documentation, Windows, Interviews, Customer Relations, Team Management, Outsourcing, Business Process..., Access
Education
Purdue University 2000 — 2004
BS
Purdue University 2000 — 2002
AS
Purdue University
Certification
Dwayne Butler's Advent Software Experience December 2000 - February 2004
Job Information Technology Specialist
Industry Computer & Network Security
Experience
Merrill Lynch/Bank of America March 2007 - February 2015
Stryker Orthopaedics October 2006 - March 2007
Advent Software December 2000 - February 2004
National Association of Insurance Commissioners (NAIC) May 1989 - December 1999
Skills
Disaster Recovery, Active Directory, Unix, Windows Server, Microsoft SQL Server, ITIL, VMware, SQL, Solaris, SDLC, Servers, Business Analysis, SharePoint, Data Center, System Administration, Technical Support
Education
Southern New Hampshire University 2015 — 2017
Master of Business Administration (M.B.A.), Management Information Systems, General
Monroe College 2012 — 2014
Bachelor's degree, Information Technology
Merrill Lynch/Bank of America March 2007 - February 2015
Stryker Orthopaedics October 2006 - March 2007
Advent Software December 2000 - February 2004
National Association of Insurance Commissioners (NAIC) May 1989 - December 1999
Skills
Disaster Recovery, Active Directory, Unix, Windows Server, Microsoft SQL Server, ITIL, VMware, SQL, Solaris, SDLC, Servers, Business Analysis, SharePoint, Data Center, System Administration, Technical Support
Education
Southern New Hampshire University 2015 — 2017
Master of Business Administration (M.B.A.), Management Information Systems, General
Monroe College 2012 — 2014
Bachelor's degree, Information Technology
Robert Masin, CISSP, CISM Robert Masin, CISSP, CISM's Advent Software Experience 2001 - 2003
Job Information Security Advisor, Specialized Risk Group at TransUnion
Industry Information Technology and Services
Experience
TransUnion August 2015 - Present
Citrix March 2015 - August 2015
Cushman & Wakefield May 2013 - January 2015
NYC Health and Hospitals Corporation December 2012 - March 2013
IntraLinks 2012 - 2012
CA Technologies August 2008 - May 2010
AIG April 2005 - August 2008
CGI-AMS May 2003 - April 2005
Advent Software 2001 - 2003
Skills
Information Security, Risk Management, Business Continuity, Disaster Recovery, Risk Assessment, ISO 27001, COBIT, Security Awareness, Information Technology, ITIL, Governance, Infrastructure Security, Sarbanes-Oxley Act, IT GRC, Wireless Security, Vulnerability Management, Information Protection, Data Security, CISM, Project Governance, Computer Security, Integration, Vendor Assessments, Information Security..., IT Risk, Incident Management, IT Management, Management
Education
Queens College
BA
TransUnion August 2015 - Present
Citrix March 2015 - August 2015
Cushman & Wakefield May 2013 - January 2015
NYC Health and Hospitals Corporation December 2012 - March 2013
IntraLinks 2012 - 2012
CA Technologies August 2008 - May 2010
AIG April 2005 - August 2008
CGI-AMS May 2003 - April 2005
Advent Software 2001 - 2003
Skills
Information Security, Risk Management, Business Continuity, Disaster Recovery, Risk Assessment, ISO 27001, COBIT, Security Awareness, Information Technology, ITIL, Governance, Infrastructure Security, Sarbanes-Oxley Act, IT GRC, Wireless Security, Vulnerability Management, Information Protection, Data Security, CISM, Project Governance, Computer Security, Integration, Vendor Assessments, Information Security..., IT Risk, Incident Management, IT Management, Management
Education
Queens College
BA
Christian Backe Christian Backe's Advent Software Experience May 1994 - May 1998
Job ADP VirtualEdge Analyst and HRIS Deployment Project Mgr Chevron
Industry Information Technology and Services
Experience
Chevron December 2009 - September 2013
Wachovia (Purchased World Savings Bank) December 2007 - October 2008
World Savings Bank May 2005 - November 2006
World Savings Bank September 2003 - April 2005
Levi Strauss & Co. July 1999 - October 2002
Levi Strauss & Co. June 1998 - June 1999
Advent Software May 1994 - May 1998
Education
San Diego State University-California State University
Bachelor of Science (BS), Accounting
San Francisco State University
Master of Business Administration (MBA), Marketing
Chevron December 2009 - September 2013
Wachovia (Purchased World Savings Bank) December 2007 - October 2008
World Savings Bank May 2005 - November 2006
World Savings Bank September 2003 - April 2005
Levi Strauss & Co. July 1999 - October 2002
Levi Strauss & Co. June 1998 - June 1999
Advent Software May 1994 - May 1998
Education
San Diego State University-California State University
Bachelor of Science (BS), Accounting
San Francisco State University
Master of Business Administration (MBA), Marketing
Zach Maynard Zach Maynard's Advent Software Experience February 2011 - Present
Job Analyst at Advent Software
Industry Computer Software
Experience
Advent Software February 2011 - Present
AT&T Mobility January 2008 - August 2010
Skills
Microsoft SQL Server, Advent Moxy, Client Relations, Trading Workflows, Axys, SQL, Enterprise Software, Cloud Computing, CRM, SaaS, SharePoint, Business Analysis, Software Documentation, Requirements Analysis, Databases
Education
Northern Arizona University 2003 — 2008
Bachelor of Business Administration (BBA), Finance, General
Advent Software February 2011 - Present
AT&T Mobility January 2008 - August 2010
Skills
Microsoft SQL Server, Advent Moxy, Client Relations, Trading Workflows, Axys, SQL, Enterprise Software, Cloud Computing, CRM, SaaS, SharePoint, Business Analysis, Software Documentation, Requirements Analysis, Databases
Education
Northern Arizona University 2003 — 2008
Bachelor of Business Administration (BBA), Finance, General
James Cantwell James Cantwell's Advent Software Experience April 2015 - Present
Job Customer Success Manager at Advent Software
Industry Financial Services
Experience
Advent Software April 2015 - Present
Advent Software March 2013 - Present
Advent Software April 2007 - March 2013
AST Trust Company September 2003 - April 2007
Gabelli Asset Management December 1999 - June 2002
Skills
Financial Services, Asset Management, Investments, Business Analysis, Equities, Portfolio Management, Project Management, Asset Managment, Mutual Funds, Hedge Funds, Securities, Management, Fixed Income, Trading, Back Office, Professional Services, Consulting, Trading Systems, Account Reconciliation, SaaS, Enterprise Software, Options, Financial Markets, Risk Management, Asset Allocation, Bloomberg, Process Improvement, Order Management, Alternative Investments, Electronic Trading, Relationship Management, Capital Markets, Derivatives, Market Data, Leadership, Wealth Management, Change Management, Strategic Planning, Business Process..., Financial Analysis, Establish & Maintain..., Conflict Resolution, Process Optimization, Strategy, CRM, Salesforce.com, Finance, Integration, Software Project...
Education
Penn State University 1996 — 2000
BS, Finance, Economics
Phoenix College 2002 — 2002
AZ Real Estate License, Real Estate
Nanuet High School 1992 — 1996
Advent Software April 2015 - Present
Advent Software March 2013 - Present
Advent Software April 2007 - March 2013
AST Trust Company September 2003 - April 2007
Gabelli Asset Management December 1999 - June 2002
Skills
Financial Services, Asset Management, Investments, Business Analysis, Equities, Portfolio Management, Project Management, Asset Managment, Mutual Funds, Hedge Funds, Securities, Management, Fixed Income, Trading, Back Office, Professional Services, Consulting, Trading Systems, Account Reconciliation, SaaS, Enterprise Software, Options, Financial Markets, Risk Management, Asset Allocation, Bloomberg, Process Improvement, Order Management, Alternative Investments, Electronic Trading, Relationship Management, Capital Markets, Derivatives, Market Data, Leadership, Wealth Management, Change Management, Strategic Planning, Business Process..., Financial Analysis, Establish & Maintain..., Conflict Resolution, Process Optimization, Strategy, CRM, Salesforce.com, Finance, Integration, Software Project...
Education
Penn State University 1996 — 2000
BS, Finance, Economics
Phoenix College 2002 — 2002
AZ Real Estate License, Real Estate
Nanuet High School 1992 — 1996
Robert Connors MBA MA Robert Connors MBA MA's Advent Software Experience December 2006 - June 2009
Job Director of Client Services at Alcara / GM
Industry Hospital & Health Care
Experience
LBFE June 2014 - Present
Alcara January 2014 - Present
LBFE March 2011 - December 2013
California Advocates for Nursing Home Reform August 2012 - January 2013
Openwave March 2010 - March 2011
Advent Software December 2006 - June 2009
Progress Software June 2005 - November 2006
MRO SOFTWARE INC October 1998 - May 2005
Progress Software January 1995 - October 1998
HARVARD UNIVERSITY July 1988 - December 1994
Skills
Cross-functional Team..., CRM, Forecasting, Salesforce.com, Management, Product Management, Vendor Management, Leadership, Sales Operations, Analysis, Business Process, Business Planning, Training, Budgets, Sales, Sales Process, Sales Management, Marketing, Negotiation, Mature Market, Product Development
Education
SFSU 2011 — 2013
Master of Arts (M.A.), Gerontology, GPA 3.9
NORTHWESTERN UNIVERSITY
Providence College
Bachelor of Science (B.S.), Finance
SUFFOLK UNIVERSITY
Masters, Business Administration
LBFE June 2014 - Present
Alcara January 2014 - Present
LBFE March 2011 - December 2013
California Advocates for Nursing Home Reform August 2012 - January 2013
Openwave March 2010 - March 2011
Advent Software December 2006 - June 2009
Progress Software June 2005 - November 2006
MRO SOFTWARE INC October 1998 - May 2005
Progress Software January 1995 - October 1998
HARVARD UNIVERSITY July 1988 - December 1994
Skills
Cross-functional Team..., CRM, Forecasting, Salesforce.com, Management, Product Management, Vendor Management, Leadership, Sales Operations, Analysis, Business Process, Business Planning, Training, Budgets, Sales, Sales Process, Sales Management, Marketing, Negotiation, Mature Market, Product Development
Education
SFSU 2011 — 2013
Master of Arts (M.A.), Gerontology, GPA 3.9
NORTHWESTERN UNIVERSITY
Providence College
Bachelor of Science (B.S.), Finance
SUFFOLK UNIVERSITY
Masters, Business Administration
Cuong Lieu Cuong Lieu's Advent Software Experience 2002 - 2002
Job Director, Foreign Trade at Lam Research
Industry Import and Export
Experience
Lam Research Corporation September 2014 - Present
Lam Research March 2009 - Present
Lam Research December 2006 - March 2009
Hitachi Global Storage Technologies, Inc September 2002 - December 2006
Advent Software 2002 - 2002
McMaster-Carr Supply Company 1998 - 2000
Skills
Logistics, Trade Compliance, Customs, Export, International Trade, Import, ITAR, Global Logistics, 3PL, International Logistics, Operations Management, SAP, Auditing, Process Improvement, Cross-functional Team..., Import/Export, Warehousing, Problem Solving, Customs Regulations, Export Controls, Supply Chain Management, Supply Chain, Inventory Management, Management, Materials Management, Supply Management, Program Management, Inventory Control, Transportation, Supply Chain..., C-TPAT, Business Development, Strategic Sourcing, Training, International Business, Leadership, Global Sourcing, MRP, Forecasting, Logistics Management, Procurement, Mergers & Acquisitions
Education
San Francisco State University 2003 — 2006
MBA
University of California, Berkeley 1993 — 1998
BA, Economics
Lowell High School 1989 — 1993
CHB Broker Exam Prep Class
Lam Research Corporation September 2014 - Present
Lam Research March 2009 - Present
Lam Research December 2006 - March 2009
Hitachi Global Storage Technologies, Inc September 2002 - December 2006
Advent Software 2002 - 2002
McMaster-Carr Supply Company 1998 - 2000
Skills
Logistics, Trade Compliance, Customs, Export, International Trade, Import, ITAR, Global Logistics, 3PL, International Logistics, Operations Management, SAP, Auditing, Process Improvement, Cross-functional Team..., Import/Export, Warehousing, Problem Solving, Customs Regulations, Export Controls, Supply Chain Management, Supply Chain, Inventory Management, Management, Materials Management, Supply Management, Program Management, Inventory Control, Transportation, Supply Chain..., C-TPAT, Business Development, Strategic Sourcing, Training, International Business, Leadership, Global Sourcing, MRP, Forecasting, Logistics Management, Procurement, Mergers & Acquisitions
Education
San Francisco State University 2003 — 2006
MBA
University of California, Berkeley 1993 — 1998
BA, Economics
Lowell High School 1989 — 1993
CHB Broker Exam Prep Class
Maki Hoashi Maki Hoashi's Advent Software Experience October 2008 - November 2011
Job
Industry Marketing and Advertising
Experience
Lightkeeper LLC November 2011 - Present
Advent Software October 2008 - November 2011
Tamale Software May 2007 - October 2008
Hoashi Communications, Inc. 1995 - 2007
Skills
User Experience, HTML, Salesforce.com, Account Management, Business Analysis, Project Management, Enterprise Software, SaaS, E-commerce, Marketing, Product Development, CRM, Strategic Partnerships, Agile Methodologies, Microsoft Office, Analytics, SEO, Software Project...
Education
Massey University
Ph.D., Analytical Geochemistry
Southampton College, LIU
BS, Marine Science /Chemistry
Lightkeeper LLC November 2011 - Present
Advent Software October 2008 - November 2011
Tamale Software May 2007 - October 2008
Hoashi Communications, Inc. 1995 - 2007
Skills
User Experience, HTML, Salesforce.com, Account Management, Business Analysis, Project Management, Enterprise Software, SaaS, E-commerce, Marketing, Product Development, CRM, Strategic Partnerships, Agile Methodologies, Microsoft Office, Analytics, SEO, Software Project...
Education
Massey University
Ph.D., Analytical Geochemistry
Southampton College, LIU
BS, Marine Science /Chemistry
Diana Dorobek Diana Dorobek's Advent Software Experience 1993 - 2006
Job Technology Sales Management, Strategy and Effectiveness Leader
Industry Computer Software
Experience
NetSuite March 2014 - Present
Pipeline Velocity Consulting December 2011 - Present
Xignite February 2012 - May 2013
Anybill Financial Services January 2008 - October 2011
Advent Software 1993 - 2006
The Fashion Center, San Francisco, CA 1991 - 1992
Skills
Internet, SaaS, Management Consulting, Enterprise Software, Sales Management, Sales Operations, Negotiation, Sales Process, Lead Generation, Selling, Consultative Selling, Direct Sales, Account Management, Strategic Partnerships, Start-ups, Software Sales, Strategy Development, Team Building, Analytics, Solution Selling, Professional Services, Strategy, Salesforce.com, Software Industry, Marketing Strategy, B2B, Strategic Planning, Training, Business Strategy, Leadership, Team Leadership, Entrepreneurship, Management, Marketing, Cloud Computing, E-commerce, Go-to-market Strategy, Business Development, Product Management, Demand Generation, Online Marketing, Competitive Analysis, Networking, Product Marketing, CRM, Online Advertising, Email Marketing, Marketing Automation, New Business Development, Sales
Education
Tulane University 1987 — 1991
BA, English, Philosophy, Art History
Tulane University 1990 — 1990
Summer Abroad
University of Cambridge 1989 — 1989
Summer Program at Girton College, English Literature
Parsons School of Design 1988 — 1988
Summer Program, Fashion Design and Color Theory
Crystal Springs Uplands School 1983 — 1987
High School
NetSuite March 2014 - Present
Pipeline Velocity Consulting December 2011 - Present
Xignite February 2012 - May 2013
Anybill Financial Services January 2008 - October 2011
Advent Software 1993 - 2006
The Fashion Center, San Francisco, CA 1991 - 1992
Skills
Internet, SaaS, Management Consulting, Enterprise Software, Sales Management, Sales Operations, Negotiation, Sales Process, Lead Generation, Selling, Consultative Selling, Direct Sales, Account Management, Strategic Partnerships, Start-ups, Software Sales, Strategy Development, Team Building, Analytics, Solution Selling, Professional Services, Strategy, Salesforce.com, Software Industry, Marketing Strategy, B2B, Strategic Planning, Training, Business Strategy, Leadership, Team Leadership, Entrepreneurship, Management, Marketing, Cloud Computing, E-commerce, Go-to-market Strategy, Business Development, Product Management, Demand Generation, Online Marketing, Competitive Analysis, Networking, Product Marketing, CRM, Online Advertising, Email Marketing, Marketing Automation, New Business Development, Sales
Education
Tulane University 1987 — 1991
BA, English, Philosophy, Art History
Tulane University 1990 — 1990
Summer Abroad
University of Cambridge 1989 — 1989
Summer Program at Girton College, English Literature
Parsons School of Design 1988 — 1988
Summer Program, Fashion Design and Color Theory
Crystal Springs Uplands School 1983 — 1987
High School
Carrie Requist Carrie Requist's Advent Software Experience November 1996 - May 1999
Job CEO and CoFounder at U Grok It
Industry Consumer Electronics
Experience
U Grok It April 2011 - Present
Many Hats Marketing November 2008 - August 2011
Tungsten Graphics February 2006 - November 2008
Many Hats Marketing May 1999 - February 2006
Advent Software November 1996 - May 1999
Adobe Systems April 1993 - May 1995
Symantec July 1991 - April 1993
Sun Microsystems February 1988 - July 1991
Virtual Microsystems April 1987 - February 1988
Skills
MBA, Executive Staff Member., Over 20 years of..., Breath of technical..., International product..., Experienced working and..., Product Management, Start-ups, Product Strategy, Marketing Strategy, Product Marketing, Entrepreneur, Marketing Communications, Business Strategy, Business Planning, RFID+, Marketing, Business Development, Management, Entrepreneurship, Market Research, Strategy, Leadership, Account Management, Direct Marketing, Strategic Partnerships, Mobile Applications, Integration, Project Management, Product Development, Mergers & Acquisitions, Mobile Devices, SaaS
Education
Penn State University 2009 — 2011
MBA
University of California, Berkeley 1983 — 1987
BA, Psychology
U Grok It April 2011 - Present
Many Hats Marketing November 2008 - August 2011
Tungsten Graphics February 2006 - November 2008
Many Hats Marketing May 1999 - February 2006
Advent Software November 1996 - May 1999
Adobe Systems April 1993 - May 1995
Symantec July 1991 - April 1993
Sun Microsystems February 1988 - July 1991
Virtual Microsystems April 1987 - February 1988
Skills
MBA, Executive Staff Member., Over 20 years of..., Breath of technical..., International product..., Experienced working and..., Product Management, Start-ups, Product Strategy, Marketing Strategy, Product Marketing, Entrepreneur, Marketing Communications, Business Strategy, Business Planning, RFID+, Marketing, Business Development, Management, Entrepreneurship, Market Research, Strategy, Leadership, Account Management, Direct Marketing, Strategic Partnerships, Mobile Applications, Integration, Project Management, Product Development, Mergers & Acquisitions, Mobile Devices, SaaS
Education
Penn State University 2009 — 2011
MBA
University of California, Berkeley 1983 — 1987
BA, Psychology
Steve Leivent Steve Leivent's Advent Software Experience January 2012 - August 2015
Job SVP of Advisory Client Experience, Advent
Industry Financial Services
Experience
SS&C Technologies August 2015 - Present
Advent Software January 2012 - August 2015
Advent Software June 1998 - December 2011
Skills
Asset Management, Alternative Investments, Business Analysis, Equities, Financial Services, Investments, Hedge Funds, Portfolio Management, SaaS, Fixed Income, Product Management, Salesforce.com
Education
Rowan University 1994 — 1998
Bachelor of Science (BS), Economics
SS&C Technologies August 2015 - Present
Advent Software January 2012 - August 2015
Advent Software June 1998 - December 2011
Skills
Asset Management, Alternative Investments, Business Analysis, Equities, Financial Services, Investments, Hedge Funds, Portfolio Management, SaaS, Fixed Income, Product Management, Salesforce.com
Education
Rowan University 1994 — 1998
Bachelor of Science (BS), Economics
Craig Haskins Craig Haskins's Advent Software Experience June 2009 - August 2015
Job Director, Relationship Management at Backstop Solutions Group
Industry Financial Services
Experience
Backstop Solutions Group September 2015 - Present
Advent Software June 2009 - August 2015
Fiserv Investment Services (formerly Checkfree Investment Services) November 2002 - February 2009
Entrust August 2001 - April 2002
RSA Security May 2000 - July 2001
The Bank of New York Mellon April 1998 - May 2000
Deutsche Bank (formerly Bankers Trust Company) November 1993 - May 1998
Skills
Financial Services, CRM, Product Management, Strategy, Business Development, Relationship Management, Business Analysis, Product Marketing, Management, Account Management, New Business Development, Analysis, Outsourcing, Project Management, Program Management
Education
Penn State University
BS, Finance
Stevens Institute of Technology
MS, Management
DePaul Catholic
HS Diploma, College Prep
Backstop Solutions Group September 2015 - Present
Advent Software June 2009 - August 2015
Fiserv Investment Services (formerly Checkfree Investment Services) November 2002 - February 2009
Entrust August 2001 - April 2002
RSA Security May 2000 - July 2001
The Bank of New York Mellon April 1998 - May 2000
Deutsche Bank (formerly Bankers Trust Company) November 1993 - May 1998
Skills
Financial Services, CRM, Product Management, Strategy, Business Development, Relationship Management, Business Analysis, Product Marketing, Management, Account Management, New Business Development, Analysis, Outsourcing, Project Management, Program Management
Education
Penn State University
BS, Finance
Stevens Institute of Technology
MS, Management
DePaul Catholic
HS Diploma, College Prep
Doug Meads's Advent Software Experience April 2007 - March 2011
Job Director, Global Sales & Business Development Revenue Growth, Sales Leadership & FinTech
Industry Computer Software
Experience
Dassault Systemes April 2012 - Present
Linedata March 2011 - March 2012
Advent Software April 2007 - March 2011
Altos Capital Management February 2005 - March 2007
KL Financial Group 2001 - 2005
Skills
SaaS, CRM, Account Management, Business Development, Cross-functional Team..., Enterprise Software, Strategy, Sales Management, Leadership, Selling, New Business Development, Business Strategy, Management, Outsourcing, Brand Loyalty, Business Intelligence, Sales, Strategic Planning, Financial Markets, Process Improvement, Entrepreneurship, Strategic Partnerships, Start-ups, Team Building, Contract Negotiation, Go-to-market Strategy
Education
Pepperdine University 1994 — 1996
MS, Industrial Psychology
Santa Clara University 1990 — 1993
BS, Psychology
Dassault Systemes April 2012 - Present
Linedata March 2011 - March 2012
Advent Software April 2007 - March 2011
Altos Capital Management February 2005 - March 2007
KL Financial Group 2001 - 2005
Skills
SaaS, CRM, Account Management, Business Development, Cross-functional Team..., Enterprise Software, Strategy, Sales Management, Leadership, Selling, New Business Development, Business Strategy, Management, Outsourcing, Brand Loyalty, Business Intelligence, Sales, Strategic Planning, Financial Markets, Process Improvement, Entrepreneurship, Strategic Partnerships, Start-ups, Team Building, Contract Negotiation, Go-to-market Strategy
Education
Pepperdine University 1994 — 1996
MS, Industrial Psychology
Santa Clara University 1990 — 1993
BS, Psychology
Peter Hess Peter Hess's Advent Software Experience 1994 - Present
Job CEO Advent Software
Industry Computer Software
Experience
Advent Software 1994 - Present
Skills
Strategy, Leadership, Management, Strategic Planning, Marketing, SaaS, Enterprise Software, Salesforce.com, Cloud Computing, Product Management, Business Analysis, CRM
Education
Princeton University 1989 — 1993
Political Science
Advent Software 1994 - Present
Skills
Strategy, Leadership, Management, Strategic Planning, Marketing, SaaS, Enterprise Software, Salesforce.com, Cloud Computing, Product Management, Business Analysis, CRM
Education
Princeton University 1989 — 1993
Political Science
Alan Jinchun Guo Alan Jinchun Guo's Advent Software Experience April 2013 - Present
Job Solutions Consultant (Sale Engineer) at Advent Software
Industry Computer Software
Experience
Advent Software April 2013 - Present
Advent Software January 2008 - April 2013
Integrated Wealth Services - A Rockefeller Company July 2007 - January 2008
Nexis Capital January 2006 - January 2007
Depository Trust & Clearing Corporation June 2004 - March 2005
Skills
Business Analysis, Integration, Equities, SQL, Professional Services, Portfolio Management, Access, Training, Visio, SaaS, Enterprise Software, Databases, SDLC, Requirements Analysis, Salesforce.com
Education
Rochester Institute of Technology 2001 — 2005
Bachelor of Science (B.S.), Management Information Systems, General
Advent Software April 2013 - Present
Advent Software January 2008 - April 2013
Integrated Wealth Services - A Rockefeller Company July 2007 - January 2008
Nexis Capital January 2006 - January 2007
Depository Trust & Clearing Corporation June 2004 - March 2005
Skills
Business Analysis, Integration, Equities, SQL, Professional Services, Portfolio Management, Access, Training, Visio, SaaS, Enterprise Software, Databases, SDLC, Requirements Analysis, Salesforce.com
Education
Rochester Institute of Technology 2001 — 2005
Bachelor of Science (B.S.), Management Information Systems, General
Justin Wayne Justin Wayne's Advent Software Experience October 2014 - Present
Job Solutions Manager at Advent Software
Industry Financial Services
Experience
Advent Software October 2014 - Present
Advent Software August 2013 - October 2014
Fortigent, LLC October 2011 - August 2013
Fortigent August 2008 - October 2011
Fortigent, LLC August 2007 - August 2008
Skills
Wealth Management, Investments, Equities, High Net Worth..., Financial Services, Investment Advisory, Business Analysis, Performance Reporting, Strategic Financial..., Investment Strategies, Product Management, Financial Analysis, Consulting, Asset Management, Agile Methodologies
Education
University of Maryland - Robert H. Smith School of Business 2011 — 2013
MBA, Marketing and Strategy
Principia College 2003 — 2007
BA, Business Administration, Physics
Advent Software October 2014 - Present
Advent Software August 2013 - October 2014
Fortigent, LLC October 2011 - August 2013
Fortigent August 2008 - October 2011
Fortigent, LLC August 2007 - August 2008
Skills
Wealth Management, Investments, Equities, High Net Worth..., Financial Services, Investment Advisory, Business Analysis, Performance Reporting, Strategic Financial..., Investment Strategies, Product Management, Financial Analysis, Consulting, Asset Management, Agile Methodologies
Education
University of Maryland - Robert H. Smith School of Business 2011 — 2013
MBA, Marketing and Strategy
Principia College 2003 — 2007
BA, Business Administration, Physics
Dorian Kershner Dorian Kershner's Advent Software Experience 1999 - 2002
Job Owner at Wooly Monmouth
Industry Retail
Experience
Wooly Monmouth May 2004 - Present
Advent Software 1999 - 2002
Gabel Associates 1997 - 1999
Skills
Hand Knitting, Crochet, Marketing, Social Media, Networking, Pattern Design, Knitwear, Small Business, Entrepreneurship, Fashion, Social Networking
Education
Rutgers University-New Brunswick 1993 — 1997
BA, Political Science and Economics
Wooly Monmouth May 2004 - Present
Advent Software 1999 - 2002
Gabel Associates 1997 - 1999
Skills
Hand Knitting, Crochet, Marketing, Social Media, Networking, Pattern Design, Knitwear, Small Business, Entrepreneurship, Fashion, Social Networking
Education
Rutgers University-New Brunswick 1993 — 1997
BA, Political Science and Economics
Sapna Nagpal Sapna Nagpal's Advent Software Experience January 2012 - Present
Job Senior Software Engineer at Advent Software
Industry Computer Software
Experience
Advent Software January 2012 - Present
McKesson February 2011 - January 2012
optionsXpress September 2007 - February 2011
Saint Xavier University August 2005 - May 2007
Seasia Consulting October 2003 - November 2004
Skills
C#, ASP.NET, Agile Methodologies, VB.NET, .NET, Scrum, Microsoft SQL Server, Distributed Systems, Software Development, JavaScript, AJAX, SQL, OOP, XML, Algorithms, Visual Studio, Java, C++, ASP.NET MVC, ASP.NET Web API, WCF, Entity Framework, AngularJS, JSON, SOAP, Amazon Web Services..., Test Driven Development, LINQ, jQuery, Node.js, SOA, AWS, Amazon S3, Amazon CloudFront, Amazon EC2, Bootstrap
Education
Saint Xavier University 2005 — 2007
Master, Computer Science
Panjab University 1999 — 2004
Integrated Bachelors/Masters, Computer Science
Advent Software January 2012 - Present
McKesson February 2011 - January 2012
optionsXpress September 2007 - February 2011
Saint Xavier University August 2005 - May 2007
Seasia Consulting October 2003 - November 2004
Skills
C#, ASP.NET, Agile Methodologies, VB.NET, .NET, Scrum, Microsoft SQL Server, Distributed Systems, Software Development, JavaScript, AJAX, SQL, OOP, XML, Algorithms, Visual Studio, Java, C++, ASP.NET MVC, ASP.NET Web API, WCF, Entity Framework, AngularJS, JSON, SOAP, Amazon Web Services..., Test Driven Development, LINQ, jQuery, Node.js, SOA, AWS, Amazon S3, Amazon CloudFront, Amazon EC2, Bootstrap
Education
Saint Xavier University 2005 — 2007
Master, Computer Science
Panjab University 1999 — 2004
Integrated Bachelors/Masters, Computer Science
Stacy Coghlan Stacy Coghlan's Advent Software Experience June 2012 - September 2013
Job Senior Operations Manager, Professional Services at Castlight Health
Industry Information Technology and Services
Experience
Castlight Health September 2015 - Present
Castlight Health September 2013 - Present
Advent Software June 2012 - September 2013
Hitachi Consulting September 2010 - June 2012
Advent Software April 2007 - August 2007
Adobe Systems December 2005 - October 2006
Macromedia June 2005 - December 2005
Catholic Healthcare West (Now Dignity Health) August 2003 - June 2005
Catholic Healthcare West (Now Dignity Health) September 2002 - August 2003
Arthur Andersen, LLP April 2000 - August 2002
Skills
Professional Services..., Business Operations..., Compliance, Recruitment/Retention, HR Policies, Training & Development, Professional Services..., Salesforce.com, Business Process..., Business Process Design, Policy Writing, Procedure Development, Procedure Manuals, Demand Planning, HR Operations, Workforce Management, Software Project..., Professional Services, Personnel Management, Process Improvement, Employee Training, Vendor Management, Oracle E-Business Suite, Operations Management, Software Documentation, Business Analysis, Analysis, Management, Strategy, ERP, Budgets, Training, Management Consulting, Forecasting, Change Management, Project Management, Business Intelligence, Leadership, Access, User Acceptance Testing, Program Management, Resource Management, Performance Management, Consulting, Business Process, SDLC, Recruiting
Education
UC Berkeley 2010 — 2012
(Extension), Project Management
Occidental College 1989 — 1993
BA, Politics (Political Science)
Castlight Health September 2015 - Present
Castlight Health September 2013 - Present
Advent Software June 2012 - September 2013
Hitachi Consulting September 2010 - June 2012
Advent Software April 2007 - August 2007
Adobe Systems December 2005 - October 2006
Macromedia June 2005 - December 2005
Catholic Healthcare West (Now Dignity Health) August 2003 - June 2005
Catholic Healthcare West (Now Dignity Health) September 2002 - August 2003
Arthur Andersen, LLP April 2000 - August 2002
Skills
Professional Services..., Business Operations..., Compliance, Recruitment/Retention, HR Policies, Training & Development, Professional Services..., Salesforce.com, Business Process..., Business Process Design, Policy Writing, Procedure Development, Procedure Manuals, Demand Planning, HR Operations, Workforce Management, Software Project..., Professional Services, Personnel Management, Process Improvement, Employee Training, Vendor Management, Oracle E-Business Suite, Operations Management, Software Documentation, Business Analysis, Analysis, Management, Strategy, ERP, Budgets, Training, Management Consulting, Forecasting, Change Management, Project Management, Business Intelligence, Leadership, Access, User Acceptance Testing, Program Management, Resource Management, Performance Management, Consulting, Business Process, SDLC, Recruiting
Education
UC Berkeley 2010 — 2012
(Extension), Project Management
Occidental College 1989 — 1993
BA, Politics (Political Science)
Kevin Keighran's Advent Software Experience July 1997 - July 2005
Job Senior Software Engineer at RPM Mortgage
Industry Computer Software
Experience
RPM Mortgage, Inc. September 2012 - Present
GreenVolts April 2010 - September 2012
Vertigo Software June 2009 - April 2010
McCann Worldgroup June 2008 - June 2009
Mercado Software March 2007 - March 2008
McCann Erickson July 2005 - July 2006
Advent Software July 1997 - July 2005
Skills
ASP.NET, XML, C#, CSS, SQL, Silverlight, MVC, LINQ, User Interface Design, jQuery, HTML
Education
Saint Mary's College of California 1989 — 1993
BSBA, Business Administration / Philosophy
RPM Mortgage, Inc. September 2012 - Present
GreenVolts April 2010 - September 2012
Vertigo Software June 2009 - April 2010
McCann Worldgroup June 2008 - June 2009
Mercado Software March 2007 - March 2008
McCann Erickson July 2005 - July 2006
Advent Software July 1997 - July 2005
Skills
ASP.NET, XML, C#, CSS, SQL, Silverlight, MVC, LINQ, User Interface Design, jQuery, HTML
Education
Saint Mary's College of California 1989 — 1993
BSBA, Business Administration / Philosophy
Bjorn Widerstedt's Advent Software Experience February 2008 - Present
Job Director, Product Management at Black Diamond/Advent Software
Industry Computer Software
Experience
Advent Software February 2008 - Present
Self employed July 2003 - December 2007
Skills
Product Management, Software Product..., Product Strategy, Product Requirements, Product Launch, SaaS, Product Development, Agile Project Management, Product Marketing, Cloud Computing
Education
Northwestern University 2001 — 2003
BS, Economics
Advent Software February 2008 - Present
Self employed July 2003 - December 2007
Skills
Product Management, Software Product..., Product Strategy, Product Requirements, Product Launch, SaaS, Product Development, Agile Project Management, Product Marketing, Cloud Computing
Education
Northwestern University 2001 — 2003
BS, Economics
Alana Weinroth's Advent Software Experience December 2012 - Present
Job Events Specialist at Advent Software
Industry Computer Software
Experience
Advent Software December 2012 - Present
Advent Software May 2012 - December 2012
Advent Software April 2010 - May 2012
Skills
Event Planning, Event Management, Organizational..., Salesforce.com, Relationship Management, Social Media, Microsoft Office, Account Management, Lead Generation, Marketing, Microsoft Excel, Project Management, Sales, Customer Service, CRM, Program Management, Email Marketing, Team Building, Management, Training, Negotiation, SaaS, Marketing Strategy, Project Planning
Education
Saint Mary's College of California 2005 — 2009
Bachelors, Social Justice
Advent Software December 2012 - Present
Advent Software May 2012 - December 2012
Advent Software April 2010 - May 2012
Skills
Event Planning, Event Management, Organizational..., Salesforce.com, Relationship Management, Social Media, Microsoft Office, Account Management, Lead Generation, Marketing, Microsoft Excel, Project Management, Sales, Customer Service, CRM, Program Management, Email Marketing, Team Building, Management, Training, Negotiation, SaaS, Marketing Strategy, Project Planning
Education
Saint Mary's College of California 2005 — 2009
Bachelors, Social Justice
Glenn Lassen Glenn Lassen's Advent Software Experience January 2012 - Present
Job Implementation Consultant at Advent Software
Industry Information Technology and Services
Experience
Advent Software January 2012 - Present
CMC Advisers, LLC March 2009 - December 2011
Paulson Investment Co. December 1996 - October 2008
R.V. Kuhns & Associates January 1995 - December 1996
adidas group August 1994 - December 1994
Skills
Systems Administration, SQL Administration, CRM Administration, Portfolio Management..., Technology Consulting, Information Systems..., Systems Design, Document Management..., Technology Training, Financial Advisory, Investment Advisory, Performance Reporting, Network Administration, Network Design, SQL Server, Group Policy, Active Directory, DFS, Administration, Wealth Management, Investment Strategies, Wealth, Asset Allocation, Financial Advice, Retirement Planning, Microsoft Office, High Net Worth..., Customer Service, Financial Planning, Mutual Funds, Series 7, Investments, Alternative Investments, Asset Management, Private Wealth..., Retirement, Asset Managment, Portfolio Management, APX, Moxy, Consulting, Wealth Management..., Strategic Financial..., Databases, CRM, Microsoft SQL Server, SQL, Securities, Enterprise Software
Education
Oregon State University 1989 — 1993
BS in Financial Services, Finance, Communications, Computer Science
South Salem High School 1984 — 1988
Advent Software January 2012 - Present
CMC Advisers, LLC March 2009 - December 2011
Paulson Investment Co. December 1996 - October 2008
R.V. Kuhns & Associates January 1995 - December 1996
adidas group August 1994 - December 1994
Skills
Systems Administration, SQL Administration, CRM Administration, Portfolio Management..., Technology Consulting, Information Systems..., Systems Design, Document Management..., Technology Training, Financial Advisory, Investment Advisory, Performance Reporting, Network Administration, Network Design, SQL Server, Group Policy, Active Directory, DFS, Administration, Wealth Management, Investment Strategies, Wealth, Asset Allocation, Financial Advice, Retirement Planning, Microsoft Office, High Net Worth..., Customer Service, Financial Planning, Mutual Funds, Series 7, Investments, Alternative Investments, Asset Management, Private Wealth..., Retirement, Asset Managment, Portfolio Management, APX, Moxy, Consulting, Wealth Management..., Strategic Financial..., Databases, CRM, Microsoft SQL Server, SQL, Securities, Enterprise Software
Education
Oregon State University 1989 — 1993
BS in Financial Services, Finance, Communications, Computer Science
South Salem High School 1984 — 1988
Brett Weinberg's Advent Software Experience May 2002 - January 2004
Job Become Bulletproof from Audits in Sales and Use Tax in under 8 hours!!! Just ask me how.
Industry Computer Software
Experience
Net@Work September 2014 - Present
Kronos for Manufacturing October 2013 - September 2014
Medio Predictive Analytics (Acquired by Nokia) April 2013 - October 2013
Taxware, a division of ADP (Acquired by Vista Equity) February 2010 - April 2013
TrueChoice Analytics August 2008 - February 2010
Inetsoft Business Intelligence (Acquired by GSR Ventures) July 2006 - May 2008
Microsulis (Filed Chapter 7) January 2004 - May 2006
Advent Software May 2002 - January 2004
DJ Greene April 1998 - May 2002
Bear Stearns June 1994 - April 1998
Skills
SaaS, Account Management, Business Intelligence, Cloud Computing, Cold Calling, Finance, CFOs, C-Level Sales, Analytics, Sales & Use Tax, Start-ups, Channel Sales, Strategy, Sales, New Business Development, Sales Management, CRM, Forecasting, Sales Process, Business Development, Strategic Planning, Enterprise Software, Selling, Solution Selling, Pre-sales, Strategic Partnerships, Marketing, Salesforce.com, Mobile Devices, Management, Marketing Strategy, Product Development, Predictive Analytics, Big Data, Business Alliances, Professional Services, Product Management, Go-to-market Strategy, Competitive Analysis
Education
Rutgers, The State University of New Jersey - Rutgers Business School 1991 — 1995
BS, Finance
Solartech
MCSE+I, CNA, CCNA, Networking Technologies and Internet
Net@Work September 2014 - Present
Kronos for Manufacturing October 2013 - September 2014
Medio Predictive Analytics (Acquired by Nokia) April 2013 - October 2013
Taxware, a division of ADP (Acquired by Vista Equity) February 2010 - April 2013
TrueChoice Analytics August 2008 - February 2010
Inetsoft Business Intelligence (Acquired by GSR Ventures) July 2006 - May 2008
Microsulis (Filed Chapter 7) January 2004 - May 2006
Advent Software May 2002 - January 2004
DJ Greene April 1998 - May 2002
Bear Stearns June 1994 - April 1998
Skills
SaaS, Account Management, Business Intelligence, Cloud Computing, Cold Calling, Finance, CFOs, C-Level Sales, Analytics, Sales & Use Tax, Start-ups, Channel Sales, Strategy, Sales, New Business Development, Sales Management, CRM, Forecasting, Sales Process, Business Development, Strategic Planning, Enterprise Software, Selling, Solution Selling, Pre-sales, Strategic Partnerships, Marketing, Salesforce.com, Mobile Devices, Management, Marketing Strategy, Product Development, Predictive Analytics, Big Data, Business Alliances, Professional Services, Product Management, Go-to-market Strategy, Competitive Analysis
Education
Rutgers, The State University of New Jersey - Rutgers Business School 1991 — 1995
BS, Finance
Solartech
MCSE+I, CNA, CCNA, Networking Technologies and Internet
Mary S. Hunt Mary S. Hunt's Advent Software Experience 2003 - 2009
Job Enterprise Software & Financial Services Marketing
Industry Computer Software
Experience
Moody's Analytics 2015 - Present
Moody's Analytics 2012 - 2014
Citibank 2010 - 2012
PENSCO Trust Company 2010 - 2010
Advent Software 2003 - 2009
Charles Schwab 2001 - 2002
Charles Schwab 1999 - 2001
Wells Fargo Bank 1998 - 1999
Wells Fargo Bank 1997 - 1998
Chevron 1997 - 1997
Education
Northwestern University - Kellogg School of Management 1988 — 1990
M.B.A., Finance, Strategy, Organizational Behavior
Stanford University 1981 — 1986
A.B., Human Biology
Moody's Analytics 2015 - Present
Moody's Analytics 2012 - 2014
Citibank 2010 - 2012
PENSCO Trust Company 2010 - 2010
Advent Software 2003 - 2009
Charles Schwab 2001 - 2002
Charles Schwab 1999 - 2001
Wells Fargo Bank 1998 - 1999
Wells Fargo Bank 1997 - 1998
Chevron 1997 - 1997
Education
Northwestern University - Kellogg School of Management 1988 — 1990
M.B.A., Finance, Strategy, Organizational Behavior
Stanford University 1981 — 1986
A.B., Human Biology
Eileen Smith Eileen Smith's Advent Software Experience 2007 - 2009
Job Engineering Manager at Watchwith Inc.
Industry Computer Software
Experience
Watchwith March 2015 - Present
Teachscape June 2013 - October 2014
NICE Systems (via acquisition of Merced Systems) July 2012 - May 2013
Merced Systems March 2010 - June 2012
Gliffy Inc. 2009 - 2009
Advent Software 2007 - 2009
Macrovision January 2006 - July 2007
Wells Fargo March 2002 - August 2005
TheatreMama November 2003 - August 2004
NOVO March 1999 - August 2001
Skills
Internet-based products, Software Development, SDLC, CRM, Project Management, Functional Analysis, Agile Methodologies, Scrum, Enterprise Software, Requirements Analysis, Agile Project Management, SQL, Software Project..., Business Intelligence, Java, Integration, SaaS, Microsoft SQL Server, Business Analysis, Enterprise Architecture, XML, Analytics, ETL
Education
University of California, Santa Cruz 2009 — 2010
Certificate, Project Management
San Francisco State University 1997 — 1999
M.S., Computer Science
Watchwith March 2015 - Present
Teachscape June 2013 - October 2014
NICE Systems (via acquisition of Merced Systems) July 2012 - May 2013
Merced Systems March 2010 - June 2012
Gliffy Inc. 2009 - 2009
Advent Software 2007 - 2009
Macrovision January 2006 - July 2007
Wells Fargo March 2002 - August 2005
TheatreMama November 2003 - August 2004
NOVO March 1999 - August 2001
Skills
Internet-based products, Software Development, SDLC, CRM, Project Management, Functional Analysis, Agile Methodologies, Scrum, Enterprise Software, Requirements Analysis, Agile Project Management, SQL, Software Project..., Business Intelligence, Java, Integration, SaaS, Microsoft SQL Server, Business Analysis, Enterprise Architecture, XML, Analytics, ETL
Education
University of California, Santa Cruz 2009 — 2010
Certificate, Project Management
San Francisco State University 1997 — 1999
M.S., Computer Science
Tommy Wornham Tommy Wornham's Advent Software Experience July 2013 - Present
Job Account Manager at Advent Software
Industry Financial Services
Experience
Advent Software July 2013 - Present
Advent Software September 2012 - June 2013
CBRE June 2012 - August 2012
Princeton University Class of 1972 40th Reunion January 2011 - June 2012
Domain Associates June 2010 - August 2010
Skills
Salesforce.com, Sales, PowerPoint, Budgets, Microsoft Office, Microsoft Excel, New Business Development, Team Building, Higher Education, Microsoft Word, Contract Negotiation, Strategy, Marketing, Public Speaking, CRM
Education
Princeton University
A.B., History
Advent Software July 2013 - Present
Advent Software September 2012 - June 2013
CBRE June 2012 - August 2012
Princeton University Class of 1972 40th Reunion January 2011 - June 2012
Domain Associates June 2010 - August 2010
Skills
Salesforce.com, Sales, PowerPoint, Budgets, Microsoft Office, Microsoft Excel, New Business Development, Team Building, Higher Education, Microsoft Word, Contract Negotiation, Strategy, Marketing, Public Speaking, CRM
Education
Princeton University
A.B., History
Jeffrey Huleatt Jeffrey Huleatt's Advent Software Experience August 2014 - Present
Job Associate Software Engineer, Advent Software
Industry Computer Software
Experience
Advent Software August 2014 - Present
JPMorgan Chase June 2013 - August 2013
Rutgers New Brunswick Computing Services August 2011 - May 2013
Prism Digital Communications May 2011 - August 2012
Skills
JavaScript, HTML, Java, Unix, Linux, Visual Basic, Windows, Programming, Matlab, OS X, C, CSS, Sencha Touch, Ext JS, Microsoft Office, XML
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2014
BS, Computer Science, Applied Sciences in Engineering
Advent Software August 2014 - Present
JPMorgan Chase June 2013 - August 2013
Rutgers New Brunswick Computing Services August 2011 - May 2013
Prism Digital Communications May 2011 - August 2012
Skills
JavaScript, HTML, Java, Unix, Linux, Visual Basic, Windows, Programming, Matlab, OS X, C, CSS, Sencha Touch, Ext JS, Microsoft Office, XML
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2014
BS, Computer Science, Applied Sciences in Engineering
Rich Talley's Advent Software Experience 1992 - 1995
Job Vice President, Business Development at UMB Fund Services
Industry Financial Services
Experience
UMB Fund Services March 2013 - Present
BNY Mellon May 2001 - September 2012
PNC Global Investment Services 2001 - July 2010
Livetrade.com 2000 - 2001
Standard & Poors 1995 - 2000
Advent Software 1992 - 1995
Skills
New Business Development, Sales Management, Private Equity, Business Development, Business Planning, Sales, Public Speaking, Market, Alternative Investments, Investments, Financial Services, Hedge Funds, Fund Of Funds, Valuation, Mutual Funds, Equities, Asset Managment, Fund Accounting, Relationship Management, Series 7, Global Custody, Back Office
Education
Rutgers University-New Brunswick 1987 — 1991
BA, Economics, Philosophy, Finance
Atlantic City High School
UMB Fund Services March 2013 - Present
BNY Mellon May 2001 - September 2012
PNC Global Investment Services 2001 - July 2010
Livetrade.com 2000 - 2001
Standard & Poors 1995 - 2000
Advent Software 1992 - 1995
Skills
New Business Development, Sales Management, Private Equity, Business Development, Business Planning, Sales, Public Speaking, Market, Alternative Investments, Investments, Financial Services, Hedge Funds, Fund Of Funds, Valuation, Mutual Funds, Equities, Asset Managment, Fund Accounting, Relationship Management, Series 7, Global Custody, Back Office
Education
Rutgers University-New Brunswick 1987 — 1991
BA, Economics, Philosophy, Finance
Atlantic City High School
Andrew Hogue's Advent Software Experience August 2001 - May 2004
Job Head of Engineering at Foursquare
Industry Internet
Experience
Foursquare November 2011 - Present
Hudson River Angels July 2008 - Present
Google June 2004 - November 2011
MIT CSAIL July 2003 - June 2004
Advent Software August 2001 - May 2004
Skills
Machine Learning, Distributed Systems, Information Retrieval, Information Extraction, Data Mining, Search, Hadoop, Python, C++, Artificial Intelligence, MapReduce, Natural Language..., Django, Computer Science, Data Science, Agile Methodologies, Scalability, Algorithms
Education
Massachusetts Institute of Technology 2003 — 2004
Masters of Engineering
Massachusetts Institute of Technology 1997 — 2001
Bachelors
Foursquare November 2011 - Present
Hudson River Angels July 2008 - Present
Google June 2004 - November 2011
MIT CSAIL July 2003 - June 2004
Advent Software August 2001 - May 2004
Skills
Machine Learning, Distributed Systems, Information Retrieval, Information Extraction, Data Mining, Search, Hadoop, Python, C++, Artificial Intelligence, MapReduce, Natural Language..., Django, Computer Science, Data Science, Agile Methodologies, Scalability, Algorithms
Education
Massachusetts Institute of Technology 2003 — 2004
Masters of Engineering
Massachusetts Institute of Technology 1997 — 2001
Bachelors
Judy Payne Judy Payne's Advent Software Experience 2003 - 2003
Job Reviewer at Strategic Legal Solutions
Industry Computer Software
Experience
Strategic Legal Solutions January 2015 - July 2015
DARPA June 2009 - December 2009
ILOG 2008 - January 2009
Ingres 2007 - 2008
Seven 2005 - 2005
Advent Software 2003 - 2003
Mobility Network Systems 2001 - 2003
DigitalPersona 1999 - 2001
HQ Network Systems 1997 - 1999
Skills
Patent Drafting, Software Licensing, Contract Negotiation, Intellectual Property, Legal Administration, Licensing, Mergers, Professional Services, Compliance, Telecommunications, Negotiation, Risk Management, Legal Research, Strategic Planning, Litigation Support, Trademarks, Open Source, Mergers & Acquisitions, Privacy Law, Legal Writing, Due Diligence, Patents, SaaS
Education
Washington and Lee University School of Law 1984 — 1989
JD, Law
North Carolina State University 1981 — 1986
BA, French, Communication
Strategic Legal Solutions January 2015 - July 2015
DARPA June 2009 - December 2009
ILOG 2008 - January 2009
Ingres 2007 - 2008
Seven 2005 - 2005
Advent Software 2003 - 2003
Mobility Network Systems 2001 - 2003
DigitalPersona 1999 - 2001
HQ Network Systems 1997 - 1999
Skills
Patent Drafting, Software Licensing, Contract Negotiation, Intellectual Property, Legal Administration, Licensing, Mergers, Professional Services, Compliance, Telecommunications, Negotiation, Risk Management, Legal Research, Strategic Planning, Litigation Support, Trademarks, Open Source, Mergers & Acquisitions, Privacy Law, Legal Writing, Due Diligence, Patents, SaaS
Education
Washington and Lee University School of Law 1984 — 1989
JD, Law
North Carolina State University 1981 — 1986
BA, French, Communication
Matthew Nelson Matthew Nelson's Advent Software Experience October 2007 - November 2008
Job Contract Recruiter
Industry Staffing and Recruiting
Experience
RingCentral January 2014 - July 2015
HGST, a Western Digital company May 2013 - September 2013
Sonos, Inc. October 2012 - January 2013
Xignite March 2012 - August 2012
CollabNet, Inc. 2010 - 2011
RockMelt, Inc. March 2009 - October 2009
Advent Software October 2007 - November 2008
Pelikan Technologies January 2007 - July 2007
Advent Software May 2005 - December 2006
Guava Technologies 2001 - 2002
Education
Michigan State University
Political Science
RingCentral January 2014 - July 2015
HGST, a Western Digital company May 2013 - September 2013
Sonos, Inc. October 2012 - January 2013
Xignite March 2012 - August 2012
CollabNet, Inc. 2010 - 2011
RockMelt, Inc. March 2009 - October 2009
Advent Software October 2007 - November 2008
Pelikan Technologies January 2007 - July 2007
Advent Software May 2005 - December 2006
Guava Technologies 2001 - 2002
Education
Michigan State University
Political Science
Shaughn Nechin's Advent Software Experience March 2012 - 2014
Job AVP Professional Services at Tamarac Inc.
Industry Financial Services
Experience
Tamarac Inc. 2014 - Present
Advent Software March 2012 - 2014
Schwab Advisor Services/Schwab Peformance Technologies January 2010 - March 2012
Schwab Institutional April 2008 - January 2010
Schwab Institutional February 2006 - April 2008
Schwab Performance Technologies February 2005 - February 2006
Manpower Professional February 2004 - February 2005
Skills
Consultative Selling, Client Service, Series 7, New Business Development, Portfolio Management, Mutual Funds, Hedge Funds, Asset Management, Business Development, FINRA, Sales, Wealth Management..., Investments, Relationship Management, CRM, Salesforce.com, Financial Services, Selling, Client Services
Education
North Carolina State University
Bus Mgt., IT Concentration
Myers Park High
Tamarac Inc. 2014 - Present
Advent Software March 2012 - 2014
Schwab Advisor Services/Schwab Peformance Technologies January 2010 - March 2012
Schwab Institutional April 2008 - January 2010
Schwab Institutional February 2006 - April 2008
Schwab Performance Technologies February 2005 - February 2006
Manpower Professional February 2004 - February 2005
Skills
Consultative Selling, Client Service, Series 7, New Business Development, Portfolio Management, Mutual Funds, Hedge Funds, Asset Management, Business Development, FINRA, Sales, Wealth Management..., Investments, Relationship Management, CRM, Salesforce.com, Financial Services, Selling, Client Services
Education
North Carolina State University
Bus Mgt., IT Concentration
Myers Park High
Charlie McNulty Charlie McNulty's Advent Software Experience June 2012 - August 2012
Job Analyst at Central Valley Fund
Industry Financial Services
Experience
Central Valley Fund December 2013 - Present
U.S. House of Representatives August 2013 - December 2013
Advent Software June 2012 - August 2012
Centro de Estudios del Desarollo (CED) August 2011 - November 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Research, Teamwork, Public Speaking, Windows, English, Sales, Spanish, Editing, Analysis, Facebook, Social Media
Education
UC Berkeley 2009 — 2013
Bachelor of Arts (B.A.), Political Economy
Pontificia Universidad Católica de Chile 2011 — 2012
Central Valley Fund December 2013 - Present
U.S. House of Representatives August 2013 - December 2013
Advent Software June 2012 - August 2012
Centro de Estudios del Desarollo (CED) August 2011 - November 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Research, Teamwork, Public Speaking, Windows, English, Sales, Spanish, Editing, Analysis, Facebook, Social Media
Education
UC Berkeley 2009 — 2013
Bachelor of Arts (B.A.), Political Economy
Pontificia Universidad Católica de Chile 2011 — 2012
Will McPherson Will McPherson's Advent Software Experience June 2014 - August 2014
Job Assistant Account Manager at Goodby Silverstein & Partners
Industry Marketing and Advertising
Experience
Goodby Silverstein & Partners September 2015 - Present
Goodby Silverstein & Partners June 2015 - August 2015
Advent Software June 2014 - August 2014
Education
Yale University 2011 — 2015
Bachelor of Arts, Political Science
Queen Mary, U. of London 2014 — 2014
Goodby Silverstein & Partners September 2015 - Present
Goodby Silverstein & Partners June 2015 - August 2015
Advent Software June 2014 - August 2014
Education
Yale University 2011 — 2015
Bachelor of Arts, Political Science
Queen Mary, U. of London 2014 — 2014
Chad Dant Chad Dant's Advent Software Experience September 2015 - Present
Job Sr. UX Designer at Advent Software
Industry Design
Experience
Advent Software September 2015 - Present
Web.com November 2012 - Present
Toots Lorraine and The Traffic January 2008 - Present
Machine Zone March 2012 - November 2012
Adecco Group September 2010 - March 2012
Global Directories April 2008 - July 2010
Midlantic Marketing Solutions March 2006 - March 2008
Skills
Illustration, Drawing, Graphic Design, User Interface Design, User Experience Design, Web Design, Adobe Creative Suite, HTML + CSS, Creative Direction, Graphics, Painting, Art, Concept Design, Digital Illustration, Layout, Logo Design, Character Animation, Illustrator, Advertising, Brochures, InDesign, Packaging, Branding & Identity, Characters, Conceptual Art, Corporate Identity, Flash, Storyboarding, Book Illustration, Concept Development, Digital Art, HTML, Image Manipulation, Magazines, Rendering, Mac, Video Games, Direct Mail, Vector Illustration, Game Design, Interaction Design, Game Art, Typography, Digital Painting, Photoshop, Animation, Character Design
Education
Ringling College of Art and Design 1999 — 2003
Bachelors of Art, Illustration
Ringling School of Art and Design 1999 — 2003
BFA, Illustration
Advent Software September 2015 - Present
Web.com November 2012 - Present
Toots Lorraine and The Traffic January 2008 - Present
Machine Zone March 2012 - November 2012
Adecco Group September 2010 - March 2012
Global Directories April 2008 - July 2010
Midlantic Marketing Solutions March 2006 - March 2008
Skills
Illustration, Drawing, Graphic Design, User Interface Design, User Experience Design, Web Design, Adobe Creative Suite, HTML + CSS, Creative Direction, Graphics, Painting, Art, Concept Design, Digital Illustration, Layout, Logo Design, Character Animation, Illustrator, Advertising, Brochures, InDesign, Packaging, Branding & Identity, Characters, Conceptual Art, Corporate Identity, Flash, Storyboarding, Book Illustration, Concept Development, Digital Art, HTML, Image Manipulation, Magazines, Rendering, Mac, Video Games, Direct Mail, Vector Illustration, Game Design, Interaction Design, Game Art, Typography, Digital Painting, Photoshop, Animation, Character Design
Education
Ringling College of Art and Design 1999 — 2003
Bachelors of Art, Illustration
Ringling School of Art and Design 1999 — 2003
BFA, Illustration
Merryl Levy Merryl Levy's Advent Software Experience August 1997 - September 1998
Job Project Manager
Industry Internet
Experience
Charles Schwab December 2014 - March 2015
Wells Fargo Bank August 2009 - May 2014
Jewish Community Federation October 2008 - August 2009
Advent Software Inc. January 2006 - July 2007
Independent Contractor August 2004 - December 2005
Advent Software, Inc. May 2001 - September 2003
Advent Software, Inc. October 1998 - April 2001
Advent Software August 1997 - September 1998
Skills
Risk Management, Cross-functional Team..., Leadership, Business Analysis, Change Management, Integration, Process Improvement, Project Management, Vendor Management, Enterprise Software, Strategy, Customer Support, Project Implementation, Client Services, Technical Support, Customer Issue..., Vendor Relationship...
Education
Northwestern University
B.A., Psychology
Charles Schwab December 2014 - March 2015
Wells Fargo Bank August 2009 - May 2014
Jewish Community Federation October 2008 - August 2009
Advent Software Inc. January 2006 - July 2007
Independent Contractor August 2004 - December 2005
Advent Software, Inc. May 2001 - September 2003
Advent Software, Inc. October 1998 - April 2001
Advent Software August 1997 - September 1998
Skills
Risk Management, Cross-functional Team..., Leadership, Business Analysis, Change Management, Integration, Process Improvement, Project Management, Vendor Management, Enterprise Software, Strategy, Customer Support, Project Implementation, Client Services, Technical Support, Customer Issue..., Vendor Relationship...
Education
Northwestern University
B.A., Psychology
Paul Hui Paul Hui's Advent Software Experience August 2013 - February 2014
Job Senior Accountant at Photocure (HK) Limited
Industry Accounting
Experience
Photocure (HK) Limited March 2015 - Present
Saybrook University March 2014 - June 2014
Robert Half International October 2012 - June 2014
Advent Software August 2013 - February 2014
Advent Software November 2012 - June 2013
Gensler May 2013 - May 2013
Global Vision Optical November 2004 - April 2013
Obscura Digital August 2012 - October 2012
AMAdvisors July 2012 - September 2012
at Thomas H. Tsang, CPA May 2009 - April 2012
Skills
Oracle, Deltek Vision 6.1, Great Plains Software, QuickBooks, CampusVue, Crystal Reports, Paychex, Accounting, Internal Audit, Financial Statements, Financial Analysis, Financial Reporting, General Ledger, Account Reconciliation, Tax, Tax Preparation, Sales Tax, Dataload, GoToMeeting, Bookkeeping
Education
San Francisco State University 2007 — 2009
Bachelor of Arts, Finance
Photocure (HK) Limited March 2015 - Present
Saybrook University March 2014 - June 2014
Robert Half International October 2012 - June 2014
Advent Software August 2013 - February 2014
Advent Software November 2012 - June 2013
Gensler May 2013 - May 2013
Global Vision Optical November 2004 - April 2013
Obscura Digital August 2012 - October 2012
AMAdvisors July 2012 - September 2012
at Thomas H. Tsang, CPA May 2009 - April 2012
Skills
Oracle, Deltek Vision 6.1, Great Plains Software, QuickBooks, CampusVue, Crystal Reports, Paychex, Accounting, Internal Audit, Financial Statements, Financial Analysis, Financial Reporting, General Ledger, Account Reconciliation, Tax, Tax Preparation, Sales Tax, Dataload, GoToMeeting, Bookkeeping
Education
San Francisco State University 2007 — 2009
Bachelor of Arts, Finance
Jeffrey Nix Jeffrey Nix's Advent Software Experience January 2012 - Present
Job Senior Director at Advent Software
Industry Computer Software
Experience
Advent Software January 2012 - Present
Advent Software January 2005 - January 2012
Advent Software March 2000 - January 2005
SRI International June 1989 - March 2000
Skills
SaaS, Cloud Computing, Enterprise Software, Software Development, Agile Methodologies, Scrum, Software Project..., Web Services, Business Intelligence, Agile Project Management, Web Applications, XML, Microsoft SQL Server, Databases, Enterprise Architecture, Architecture, Integration, Management, SQL
Education
SFSU 1985 — 1989
Bachelor's Degree, Economics and Business Information Systems, Cum Laude
Advent Software January 2012 - Present
Advent Software January 2005 - January 2012
Advent Software March 2000 - January 2005
SRI International June 1989 - March 2000
Skills
SaaS, Cloud Computing, Enterprise Software, Software Development, Agile Methodologies, Scrum, Software Project..., Web Services, Business Intelligence, Agile Project Management, Web Applications, XML, Microsoft SQL Server, Databases, Enterprise Architecture, Architecture, Integration, Management, SQL
Education
SFSU 1985 — 1989
Bachelor's Degree, Economics and Business Information Systems, Cum Laude
Lynn St. Lawrence Lynn St. Lawrence's Advent Software Experience September 2015 - Present
Job Solutions Marketing Specialist at Advent Software
Industry Financial Services
Experience
Advent Software September 2015 - Present
Advent Software February 2015 - September 2015
Advent Software April 2014 - February 2015
Advent Software September 2013 - April 2014
Envision EMI June 2013 - August 2013
The Calvert Family December 2011 - June 2013
Wagner College August 2009 - August 2011
Skills
Webseminars, Marketing, Event Management, Event Planning, Salesforce.com, Sales, ReadyTalk, Social Media, Lead Processing, Teaching, Athletics, Public Speaking, Microsoft Office, Leadership Development, Recruiting, Project Management, Lifelong Learning, Social Media Marketing, CRM, Microsoft Outlook, Inventory Management, Eloqua, Decision Point, GoToMeeting, Asana, SocialFlow, Speaker Management, Social Networking, Research, Microsoft Excel
Education
Wagner College 2009 — 2011
Master of Science (MS), Secondary Education and Teaching, 4.0
Ramapo College of New Jersey 2005 — 2009
Bachelor of Arts (BA), History
Advent Software September 2015 - Present
Advent Software February 2015 - September 2015
Advent Software April 2014 - February 2015
Advent Software September 2013 - April 2014
Envision EMI June 2013 - August 2013
The Calvert Family December 2011 - June 2013
Wagner College August 2009 - August 2011
Skills
Webseminars, Marketing, Event Management, Event Planning, Salesforce.com, Sales, ReadyTalk, Social Media, Lead Processing, Teaching, Athletics, Public Speaking, Microsoft Office, Leadership Development, Recruiting, Project Management, Lifelong Learning, Social Media Marketing, CRM, Microsoft Outlook, Inventory Management, Eloqua, Decision Point, GoToMeeting, Asana, SocialFlow, Speaker Management, Social Networking, Research, Microsoft Excel
Education
Wagner College 2009 — 2011
Master of Science (MS), Secondary Education and Teaching, 4.0
Ramapo College of New Jersey 2005 — 2009
Bachelor of Arts (BA), History
Bryan Zirkel's Advent Software Experience February 2008 - August 2008
Job Director, Norton Product Management at Symantec
Industry Computer Software
Experience
Symantec June 2014 - Present
Symantec October 2013 - June 2014
Symantec October 2011 - October 2013
Symantec June 2010 - October 2011
Fonkoze October 2008 - October 2010
Pepperdine University August 2008 - April 2010
Tectrans, Inc. June 2009 - September 2009
Advent Software February 2008 - August 2008
Anacomp December 2002 - September 2007
Academic Computing Services May 1999 - June 2002
Skills
Market Research, Strategy, Business Development, Financial Modeling, Strategic Planning, Analysis, Program Management, Business Intelligence, Forecasting, Cross-functional Team..., Data Analysis, Management, Business Strategy, Competitive Analysis, Research, Business Analysis, Budgets, Business Planning, Outlook, Subscription, Consumer Products, Consumer Software, Software, SaaS, Online Services
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2008 — 2010
MBA, Finance
University of California, San Diego 1997 — 2002
ICAM, Visual Arts & Technology
Symantec June 2014 - Present
Symantec October 2013 - June 2014
Symantec October 2011 - October 2013
Symantec June 2010 - October 2011
Fonkoze October 2008 - October 2010
Pepperdine University August 2008 - April 2010
Tectrans, Inc. June 2009 - September 2009
Advent Software February 2008 - August 2008
Anacomp December 2002 - September 2007
Academic Computing Services May 1999 - June 2002
Skills
Market Research, Strategy, Business Development, Financial Modeling, Strategic Planning, Analysis, Program Management, Business Intelligence, Forecasting, Cross-functional Team..., Data Analysis, Management, Business Strategy, Competitive Analysis, Research, Business Analysis, Budgets, Business Planning, Outlook, Subscription, Consumer Products, Consumer Software, Software, SaaS, Online Services
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2008 — 2010
MBA, Finance
University of California, San Diego 1997 — 2002
ICAM, Visual Arts & Technology
Steven Khobot Steven Khobot's Advent Software Experience 2012 - 2013
Job SOFTWARE DEVELOPMENT Manager (handson) / Graduate Training in PROJECT MANAGEMENT & Bus. Analysis – skhobot@gmail.com
Industry Financial Services
Experience
Nexus Financial Services September 2014 - Present
EmblemHealth 2013 - 2014
Advent Software 2012 - 2013
Scholastic Administrative Solutions November 2004 - February 2012
Bank of America Securities – Prime Brokerage 2002 - 2004
Deutsche Bank, Private Clients & Asset Management – PCAM 2000 - 2002
Dell Professional Services 1998 - 2000
Ascom Timplex, Inc May 1997 - March 1998
Prudential Securities, Inc May 1996 - May 1997
Skills
SDLC, Microsoft SQL Server, Databases, ASP.NET, Web Applications, VB.NET, Agile, WinForms, Web Services, C#, Project Management, PMP, Custom Software..., Financial Industry, Business & Technology, Operations, Requirements Gathering, Strategic Planning, Client Communications, Team Leadership, Software Solutions, .NET technologies, Business Analysis, Presentations, Technical Analysis, Leadership, Design, Testing, Reports, Data Warehouse, System Design, Web Portals, Code Review, Business Processes, Platforms, Knowledge Sharing, Mentor, Healthcare, Quality Assurance, Modeling, Implementations, Reporting Systems, SOA Methodology, Integrations, Patterns & Reusability, SDLC Methodologies, Custom Reports, Cloud Implementation, Software Development, Crystal Reports
Education
New York University
MS, Management & Systems
Stony Brook University
BS, Biochemistry
Nexus Financial Services September 2014 - Present
EmblemHealth 2013 - 2014
Advent Software 2012 - 2013
Scholastic Administrative Solutions November 2004 - February 2012
Bank of America Securities – Prime Brokerage 2002 - 2004
Deutsche Bank, Private Clients & Asset Management – PCAM 2000 - 2002
Dell Professional Services 1998 - 2000
Ascom Timplex, Inc May 1997 - March 1998
Prudential Securities, Inc May 1996 - May 1997
Skills
SDLC, Microsoft SQL Server, Databases, ASP.NET, Web Applications, VB.NET, Agile, WinForms, Web Services, C#, Project Management, PMP, Custom Software..., Financial Industry, Business & Technology, Operations, Requirements Gathering, Strategic Planning, Client Communications, Team Leadership, Software Solutions, .NET technologies, Business Analysis, Presentations, Technical Analysis, Leadership, Design, Testing, Reports, Data Warehouse, System Design, Web Portals, Code Review, Business Processes, Platforms, Knowledge Sharing, Mentor, Healthcare, Quality Assurance, Modeling, Implementations, Reporting Systems, SOA Methodology, Integrations, Patterns & Reusability, SDLC Methodologies, Custom Reports, Cloud Implementation, Software Development, Crystal Reports
Education
New York University
MS, Management & Systems
Stony Brook University
BS, Biochemistry
Patrick Nackord's Advent Software Experience April 2014 - Present
Job Developing Solutions to Help Businesses Thrive
Industry Computer Software
Experience
Advent Software April 2014 - Present
Protek Cargo, Inc. August 2011 - Present
Skills
Microsoft SQL Server, SQL, MEF, CodeFirst, C#, WebAPI, WCF, ASP.NET, JavaScript, AJAX, jQuery, Cloud Computing, Agile Methodologies, XML, Enterprise Software, Management, CRM, CSS, SaaS
Education
San Diego State University-California State University 2004 — 2007
Computer Engineering
Advent Software April 2014 - Present
Protek Cargo, Inc. August 2011 - Present
Skills
Microsoft SQL Server, SQL, MEF, CodeFirst, C#, WebAPI, WCF, ASP.NET, JavaScript, AJAX, jQuery, Cloud Computing, Agile Methodologies, XML, Enterprise Software, Management, CRM, CSS, SaaS
Education
San Diego State University-California State University 2004 — 2007
Computer Engineering
Steve Veigel Steve Veigel's Advent Software Experience July 2007 - Present
Job Principal at Advent Software with 22+ Years in Investment Mgmt Software/Financial Services Industry
Industry Financial Services
Experience
Advent Software July 2007 - Present
Advent Software January 2004 - Present
Advent Software October 1999 - January 2004
Advent Software April 1998 - October 1999
Penn Capital Management February 1996 - April 1998
Skills
Integration, Portfolio Management, Product Management, Asset Managment, Enterprise Software, SAN, VBScript, Investments, Hedge Funds, VMware, Disaster Recovery, Salesforce.com, Enterprise Architecture, Trading, Hyper-V, VPN, Asset Management, SaaS, Pre-sales, Program Management, SQL, Cloud Computing, Financial Services, Microsoft SQL Server, Software Project..., Professional Services
Education
Rowan University 1992 — 1997
Bachelors of Science, Finance, Accounting
Advent Software July 2007 - Present
Advent Software January 2004 - Present
Advent Software October 1999 - January 2004
Advent Software April 1998 - October 1999
Penn Capital Management February 1996 - April 1998
Skills
Integration, Portfolio Management, Product Management, Asset Managment, Enterprise Software, SAN, VBScript, Investments, Hedge Funds, VMware, Disaster Recovery, Salesforce.com, Enterprise Architecture, Trading, Hyper-V, VPN, Asset Management, SaaS, Pre-sales, Program Management, SQL, Cloud Computing, Financial Services, Microsoft SQL Server, Software Project..., Professional Services
Education
Rowan University 1992 — 1997
Bachelors of Science, Finance, Accounting
Mark Timonera Mark Timonera's Advent Software Experience August 2011 - March 2015
Job Manager, Product Development at Sunquest Information Systems
Industry Financial Services
Experience
Sunquest Information Systems March 2015 - Present
Advent Software August 2011 - March 2015
Softagon May 2010 - August 2011
TradeWeb LLC September 2006 - September 2009
United Parcel Service May 2001 - September 2006
Skills
Fixed Income, Software Development, C#, WPF, Trading Systems, SQL, Equities, OOP, Scrum Master, HTML, Agile Methodologies, Cloud Computing, JavaScript, Scrum, Software Project..., Requirements Analysis
Education
Rutgers, The State University of New Jersey-Newark 2006 — 2008
MBA, Finance
New Jersey Institute of Technology 2001 — 2003
MS, Computer Science
New Jersey Institute of Technology 1997 — 2001
BS, Computer Science
New Jersey Institute of Technology 1997 — 2001
BS, Applied Math
San Francisco State University
San Francisco State University
Sunquest Information Systems March 2015 - Present
Advent Software August 2011 - March 2015
Softagon May 2010 - August 2011
TradeWeb LLC September 2006 - September 2009
United Parcel Service May 2001 - September 2006
Skills
Fixed Income, Software Development, C#, WPF, Trading Systems, SQL, Equities, OOP, Scrum Master, HTML, Agile Methodologies, Cloud Computing, JavaScript, Scrum, Software Project..., Requirements Analysis
Education
Rutgers, The State University of New Jersey-Newark 2006 — 2008
MBA, Finance
New Jersey Institute of Technology 2001 — 2003
MS, Computer Science
New Jersey Institute of Technology 1997 — 2001
BS, Computer Science
New Jersey Institute of Technology 1997 — 2001
BS, Applied Math
San Francisco State University
San Francisco State University
Keith Takemoto Keith Takemoto's Advent Software Experience September 2011 - June 2014
Job Data Operations at Addepar
Industry Computer Software
Experience
Advent Software September 2011 - June 2014
Advent Software June 2010 - February 2011
Advent Software June 2007 - June 2010
Skills
Business Analysis, Requirements Analysis, Databases, Leadership, SQL
Education
Saint Mary's College of California
B.A; B.A, Business Administration; Finance; Economics
Advent Software September 2011 - June 2014
Advent Software June 2010 - February 2011
Advent Software June 2007 - June 2010
Skills
Business Analysis, Requirements Analysis, Databases, Leadership, SQL
Education
Saint Mary's College of California
B.A; B.A, Business Administration; Finance; Economics
Avi Weisbach Avi Weisbach's Advent Software Experience 2000 - 2005
Job Realtor And Real Estate Photographer at NP Dodge Real Estate
Industry Real Estate
Experience
NP Dodge Real Estate March 2013 - Present
AccessData 2010 - 2012
CT Summation acquired by AccessData 2005 - 2010
Advent Software 2000 - 2005
Natkin Weisbach Higginbotham 1988 - 1993
Skills
Customer Service, Technical Support, Salesforce.com, Networking, Sales, Selling, Account Management, Software Documentation, CRM, Lead Generation, Troubleshooting, Windows 7, Windows, Windows XP, Real Estate Transactions, OS X, Real Estate, Resale Homes
Education
San Francisco Art Institute
Bachelor of Fine Arts (BFA), Photography
University of California, Hastings College of the Law
Doctor of Law (JD)
NP Dodge Real Estate March 2013 - Present
AccessData 2010 - 2012
CT Summation acquired by AccessData 2005 - 2010
Advent Software 2000 - 2005
Natkin Weisbach Higginbotham 1988 - 1993
Skills
Customer Service, Technical Support, Salesforce.com, Networking, Sales, Selling, Account Management, Software Documentation, CRM, Lead Generation, Troubleshooting, Windows 7, Windows, Windows XP, Real Estate Transactions, OS X, Real Estate, Resale Homes
Education
San Francisco Art Institute
Bachelor of Fine Arts (BFA), Photography
University of California, Hastings College of the Law
Doctor of Law (JD)
Chris Previdi Chris Previdi's Advent Software Experience January 2007 - January 2010
Job Technical Program at Amazon Robotics
Industry Computer Software
Experience
Kiva Systems - an Amazon company August 2014 - Present
Courion Corporation July 2012 - August 2014
Deltek January 2010 - November 2011
Maconomy January 2010 - February 2011
Advent Software January 2007 - January 2010
Tamale Software May 2007 - November 2008
Abitibi Consolidated August 2003 - May 2007
Vitallink Business Systems February 1999 - March 2002
Skills
Account Management, CRM, Software Project..., Project Management, SaaS, Business Intelligence, Professional Services, Requirements Analysis, Project Coordination, Agile Project Management, Data Analysis, ERP, Cross-functional Team..., Change Management, Customer Service, Hands-on Training, Cloud Computing, Up-selling, Project Implementation, Customer Relations, Upselling, Software Training, Identity managment, Management, Program Management, Software Implementation, System Integration...
Education
University of Vermont 1994 — 1998
BS, Business Administration
Rochester Institute of Technology 2003 — 2004
MS, Information Technology and Print Management
Kiva Systems - an Amazon company August 2014 - Present
Courion Corporation July 2012 - August 2014
Deltek January 2010 - November 2011
Maconomy January 2010 - February 2011
Advent Software January 2007 - January 2010
Tamale Software May 2007 - November 2008
Abitibi Consolidated August 2003 - May 2007
Vitallink Business Systems February 1999 - March 2002
Skills
Account Management, CRM, Software Project..., Project Management, SaaS, Business Intelligence, Professional Services, Requirements Analysis, Project Coordination, Agile Project Management, Data Analysis, ERP, Cross-functional Team..., Change Management, Customer Service, Hands-on Training, Cloud Computing, Up-selling, Project Implementation, Customer Relations, Upselling, Software Training, Identity managment, Management, Program Management, Software Implementation, System Integration...
Education
University of Vermont 1994 — 1998
BS, Business Administration
Rochester Institute of Technology 2003 — 2004
MS, Information Technology and Print Management
Ravi Salgadoe's Advent Software Experience October 2000 - September 2006
Job Director, Customer Success at SDL
Industry Computer Software
Experience
SDL plc April 2015 - Present
Salesforce.com January 2008 - March 2015
BRG July 2007 - December 2007
JP Morgan August 2006 - January 2007
Advent Software October 2000 - September 2006
Wells Fargo September 1996 - August 2000
Skills
SaaS, Financial Services, Software Implementation, SDLC, Project Management, Salesforce.com..., Salesforce.com..., Salesforce.com..., Cloud Applications, Technical Support, Branch Banking, Account Management, Cloud Computing, Business Analysis, Enterprise Software, Integration, Salesforce.com, Management, Product Management, Business Process, Professional Services, CRM
Education
Saint Mary's College of California 1992 — 1996
Bachelors of Science, Business Administration
SDL plc April 2015 - Present
Salesforce.com January 2008 - March 2015
BRG July 2007 - December 2007
JP Morgan August 2006 - January 2007
Advent Software October 2000 - September 2006
Wells Fargo September 1996 - August 2000
Skills
SaaS, Financial Services, Software Implementation, SDLC, Project Management, Salesforce.com..., Salesforce.com..., Salesforce.com..., Cloud Applications, Technical Support, Branch Banking, Account Management, Cloud Computing, Business Analysis, Enterprise Software, Integration, Salesforce.com, Management, Product Management, Business Process, Professional Services, CRM
Education
Saint Mary's College of California 1992 — 1996
Bachelors of Science, Business Administration
Chris Casey's Advent Software Experience May 1989 - December 1994
Job CEO at WealthTechs Inc
Industry Information Technology and Services
Experience
WealthTechs Inc March 2010 - Present
Lync.NET January 1995 - March 2010
Advent Software May 1989 - December 1994
Merrill Lynch January 1987 - December 1989
Skills
Start-ups, Investments, Investment Advisory, Asset Management, Customer Service, CRM, Portfolio Management, Series 7, Entrepreneurship, Marketing Strategy, Financial Modeling, Asset Managment, Software Development, Trading, SaaS, Wealth Management, Hedge Funds, Strategic Planning, Project Portfolio..., Finance, Investment Management, Series 63, Venture Capital
Education
Old Dominion University 1983 — 1987
BSBA, Finance
WealthTechs Inc March 2010 - Present
Lync.NET January 1995 - March 2010
Advent Software May 1989 - December 1994
Merrill Lynch January 1987 - December 1989
Skills
Start-ups, Investments, Investment Advisory, Asset Management, Customer Service, CRM, Portfolio Management, Series 7, Entrepreneurship, Marketing Strategy, Financial Modeling, Asset Managment, Software Development, Trading, SaaS, Wealth Management, Hedge Funds, Strategic Planning, Project Portfolio..., Finance, Investment Management, Series 63, Venture Capital
Education
Old Dominion University 1983 — 1987
BSBA, Finance
Prasad Wadekar Prasad Wadekar's Advent Software Experience August 2005 - March 2006
Job Consultant at BackOffice Associates®
Industry Computer Software
Experience
BackOffice Associates® April 2012 - Present
Cognizant Technology Solutions July 2011 - May 2012
Mahindra Satyam March 2006 - July 2011
General Electric 2010 - 2011
Advent Software August 2005 - March 2006
Skills
Sybase, SQL, Data Migration, Unix, C++, Windows, C, Visual C++, PL/SQL, Hibernate, Servlets, SOA, Java Enterprise Edition, JSP, Oracle SQL, eMatrix, Enovia PLM, Cransoft, Data Structures, Visual Basic, Data Governance, Data Architecture, Application Architecture, Solution Architecture, Data Analysis, Database Design, Linux, Oracle, SDLC, Microsoft SQL Server, MFC, ETL, Master Data Management, Software Development, Integration, Requirements Analysis, Data Warehousing, Visual C
Education
Nagpur University 2002 — 2005
BE, Computer Technology
Nagpur University
Bachelor's degree, Computer Technology/Computer Systems Technology
BackOffice Associates® April 2012 - Present
Cognizant Technology Solutions July 2011 - May 2012
Mahindra Satyam March 2006 - July 2011
General Electric 2010 - 2011
Advent Software August 2005 - March 2006
Skills
Sybase, SQL, Data Migration, Unix, C++, Windows, C, Visual C++, PL/SQL, Hibernate, Servlets, SOA, Java Enterprise Edition, JSP, Oracle SQL, eMatrix, Enovia PLM, Cransoft, Data Structures, Visual Basic, Data Governance, Data Architecture, Application Architecture, Solution Architecture, Data Analysis, Database Design, Linux, Oracle, SDLC, Microsoft SQL Server, MFC, ETL, Master Data Management, Software Development, Integration, Requirements Analysis, Data Warehousing, Visual C
Education
Nagpur University 2002 — 2005
BE, Computer Technology
Nagpur University
Bachelor's degree, Computer Technology/Computer Systems Technology
Todd D. Blank Todd D. Blank's Advent Software Experience 2014 - 2015
Job Senior Interaction Designer at Advent Software, Inc.
Industry Financial Services
Experience
Advent Software 2014 - 2015
JP Morgan Chase June 2010 - May 2014
Todd Blank Design June 2003 - July 2010
Proxicom 2000 - June 2003
ad•hoc group 1998 - 2000
Process 39 1995 - 1998
Blank + Lee Design 1992 - 1995
Aaron Marcus & Associates 1990 - 1992
Arnell Bickford + Associates 1988 - 1989
Whitney Museum of American Art 1987 - 1988
Skills
Mobile Applications, Requirements Analysis, Interaction Design, Information Architecture, User Experience, User Interface Design, Mobile, iPhone, Information Design, User-centered Design, Mobile Design, Design Strategy, Experience Design, User Interface, Heuristic Evaluation, Design Management, Usability Design, Brand Development, Mobile Devices, Creative Direction, Logo Design, Graphic Design, Usability Testing, Wireframes, Usability Engineering, Corporate Identity, Usability, Branding & Identity, Typography, User Research, Illustrator, Web Design, Adobe Creative Suite, User Scenarios, Human Computer..., User Experience Design, Flash, Layout, Web Development, Front-end, Visual Design, Multimedia, Adobe Fireworks, Illustration, Art Direction, Web Applications, Copywriting, Dreamweaver, HTML 5, Wire Framing
Education
Rhode Island School of Design 1979 — 1983
B.F.A.
Advent Software 2014 - 2015
JP Morgan Chase June 2010 - May 2014
Todd Blank Design June 2003 - July 2010
Proxicom 2000 - June 2003
ad•hoc group 1998 - 2000
Process 39 1995 - 1998
Blank + Lee Design 1992 - 1995
Aaron Marcus & Associates 1990 - 1992
Arnell Bickford + Associates 1988 - 1989
Whitney Museum of American Art 1987 - 1988
Skills
Mobile Applications, Requirements Analysis, Interaction Design, Information Architecture, User Experience, User Interface Design, Mobile, iPhone, Information Design, User-centered Design, Mobile Design, Design Strategy, Experience Design, User Interface, Heuristic Evaluation, Design Management, Usability Design, Brand Development, Mobile Devices, Creative Direction, Logo Design, Graphic Design, Usability Testing, Wireframes, Usability Engineering, Corporate Identity, Usability, Branding & Identity, Typography, User Research, Illustrator, Web Design, Adobe Creative Suite, User Scenarios, Human Computer..., User Experience Design, Flash, Layout, Web Development, Front-end, Visual Design, Multimedia, Adobe Fireworks, Illustration, Art Direction, Web Applications, Copywriting, Dreamweaver, HTML 5, Wire Framing
Education
Rhode Island School of Design 1979 — 1983
B.F.A.
Todd Archambault's Advent Software Experience 1999 - 2005
Job CoFounder & President at eCreditAdvisor
Industry Financial Services
Experience
eCreditAdvisor February 2004 - Present
Advent Software 1999 - 2005
Education
Marquette University 1995 — 1998
Marketing, Marketing/Finance
eCreditAdvisor February 2004 - Present
Advent Software 1999 - 2005
Education
Marquette University 1995 — 1998
Marketing, Marketing/Finance
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
Shannon Wexler Shannon Wexler's Advent Software Experience October 2009 - Present
Job Deployment Specialist at Advent Software
Industry Financial Services
Experience
Advent Software October 2009 - Present
Advent Software January 2008 - October 2009
Physician Foundation at CPMC October 2006 - January 2008
Physician Foundation at CPMC June 2004 - October 2006
Skills
Salesforce.com, Microsoft Office, SharePoint, Project Management, Customer Service, Time Management, Process Improvement, Outlook, Sales Operations, Databases, Leadership, SQL, Cross-functional Team..., Software Documentation, Visio, Business Intelligence, CRM, Management, Program Management, Analysis, Software Development, Professional Services, Integration, Requirements Analysis, Business Development, Troubleshooting, Vendor Management, Team Leadership, Access
Education
San Francisco State University 2015 — 2016
Project Management
Saint Mary's College of California 1999 — 2003
BA, Communication
Advent Software October 2009 - Present
Advent Software January 2008 - October 2009
Physician Foundation at CPMC October 2006 - January 2008
Physician Foundation at CPMC June 2004 - October 2006
Skills
Salesforce.com, Microsoft Office, SharePoint, Project Management, Customer Service, Time Management, Process Improvement, Outlook, Sales Operations, Databases, Leadership, SQL, Cross-functional Team..., Software Documentation, Visio, Business Intelligence, CRM, Management, Program Management, Analysis, Software Development, Professional Services, Integration, Requirements Analysis, Business Development, Troubleshooting, Vendor Management, Team Leadership, Access
Education
San Francisco State University 2015 — 2016
Project Management
Saint Mary's College of California 1999 — 2003
BA, Communication
Bill Pollackov Bill Pollackov's Advent Software Experience August 2015 - Present
Job Client Support Specialist Geneva at Advent Software
Industry Computer Software
Experience
Advent Software August 2015 - Present
Advent Software April 2015 - August 2015
Advent Software March 2014 - March 2015
Self January 2012 - March 2014
Skills
Customer Service, Strategic Planning, Team Building, Sales Management, Marketing Strategy, Management, Leadership, Marketing, Project Management, New Business Development
Education
Mansfield University of Pennsylvania 1990 — 1995
Bachelor's degree, Biology / Fisheries Management, B
Mansfield University of Pennsylvania 1990 — 1995
Bachelor's degree, Biology / Fisheries Management
Advent Software August 2015 - Present
Advent Software April 2015 - August 2015
Advent Software March 2014 - March 2015
Self January 2012 - March 2014
Skills
Customer Service, Strategic Planning, Team Building, Sales Management, Marketing Strategy, Management, Leadership, Marketing, Project Management, New Business Development
Education
Mansfield University of Pennsylvania 1990 — 1995
Bachelor's degree, Biology / Fisheries Management, B
Mansfield University of Pennsylvania 1990 — 1995
Bachelor's degree, Biology / Fisheries Management
David Uziel David Uziel's Advent Software Experience December 2014 - Present
Job Associate Account Manager, Tamale RMS at Advent Software
Industry Financial Services
Experience
Advent Software December 2014 - Present
Ipreo October 2012 - November 2014
Warner Music Group January 2012 - May 2012
Department of Veterans Affairs May 2011 - September 2011
Skills
Analysis, Microsoft Excel, Microsoft Word, Economics, Customer Service, PowerPoint, Leadership, Microsoft Office, Market Research, Data Analysis, Accounting, Spanish, Retail, Time Management, Access, Public Speaking, Social Networking, Business Analysis, Financial Analysis, Social Media, Linux, Marketing
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2012
Bachelors of Arts, Economics
Marlboro High School 2004 — 2008
Advent Software December 2014 - Present
Ipreo October 2012 - November 2014
Warner Music Group January 2012 - May 2012
Department of Veterans Affairs May 2011 - September 2011
Skills
Analysis, Microsoft Excel, Microsoft Word, Economics, Customer Service, PowerPoint, Leadership, Microsoft Office, Market Research, Data Analysis, Accounting, Spanish, Retail, Time Management, Access, Public Speaking, Social Networking, Business Analysis, Financial Analysis, Social Media, Linux, Marketing
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2012
Bachelors of Arts, Economics
Marlboro High School 2004 — 2008
Christian Sarazua Christian Sarazua's Advent Software Experience July 2014 - Present
Job Client support representative at Advent Software
Industry Information Technology and Services
Experience
Advent Software July 2014 - Present
Micro Center September 2013 - April 2014
Rutgers University September 2008 - May 2013
Skills
Programming, Java, SQL, Windows, Drawing, Web Design, CSS, HTML 5, MySQL, Matlab, JavaScript, Microsoft Office, Windows 7, HTML, Customer Service, Teamwork, Databases, FIX Protocol
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2014
Bachelor of Arts (B.A.), Information Technology
Advent Software July 2014 - Present
Micro Center September 2013 - April 2014
Rutgers University September 2008 - May 2013
Skills
Programming, Java, SQL, Windows, Drawing, Web Design, CSS, HTML 5, MySQL, Matlab, JavaScript, Microsoft Office, Windows 7, HTML, Customer Service, Teamwork, Databases, FIX Protocol
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2014
Bachelor of Arts (B.A.), Information Technology
Jon Schwartz Jon Schwartz's Advent Software Experience February 2012 - March 2015
Job Head of User Experience at iScribes
Industry Computer Software
Experience
iScribes March 2015 - Present
Groundwork Labs August 2013 - Present
Advent Software February 2012 - March 2015
Advent Software May 2011 - February 2012
Advent Software May 2007 - May 2011
Kid's Programming Language March 2002 - August 2007
Microsoft, Brightware, Morrison & Foerster LLP, Charles Schwab, Glaxo, IBM November 1988 - April 2001
Skills
User Experience, Product Management, Technology Evangelist, Project Management, Agile Methodologies, Software Engineering, Enterprise Software, Team Leadership, Cross-functional Team..., Mobile Applications, Mobile Design, Requirements Gathering, User Interface, Mobile Devices, User Interface Design, Scrum, Architecture, Human Computer..., Information Architecture, Agile Project Management, SaaS, User-centered Design, Interaction Design, Requirements Analysis, Software Project..., HTML 5, SDLC, Software Design, Software Development, Web Services, Visual Studio, REST, Start-ups, Programming, Web Applications, XML, System Architecture, Usability, Cloud Computing, User Experience Design, Scalability, Usability Testing, JavaScript, Web Development, Design Patterns, Enterprise Architecture, C#, Distributed Systems, HTML5, Web Design
Education
Old Dominion University 1984 — 1988
BS, Computer Science
Ledyard High School
iScribes March 2015 - Present
Groundwork Labs August 2013 - Present
Advent Software February 2012 - March 2015
Advent Software May 2011 - February 2012
Advent Software May 2007 - May 2011
Kid's Programming Language March 2002 - August 2007
Microsoft, Brightware, Morrison & Foerster LLP, Charles Schwab, Glaxo, IBM November 1988 - April 2001
Skills
User Experience, Product Management, Technology Evangelist, Project Management, Agile Methodologies, Software Engineering, Enterprise Software, Team Leadership, Cross-functional Team..., Mobile Applications, Mobile Design, Requirements Gathering, User Interface, Mobile Devices, User Interface Design, Scrum, Architecture, Human Computer..., Information Architecture, Agile Project Management, SaaS, User-centered Design, Interaction Design, Requirements Analysis, Software Project..., HTML 5, SDLC, Software Design, Software Development, Web Services, Visual Studio, REST, Start-ups, Programming, Web Applications, XML, System Architecture, Usability, Cloud Computing, User Experience Design, Scalability, Usability Testing, JavaScript, Web Development, Design Patterns, Enterprise Architecture, C#, Distributed Systems, HTML5, Web Design
Education
Old Dominion University 1984 — 1988
BS, Computer Science
Ledyard High School
Bryan Dudones Bryan Dudones's Advent Software Experience August 2011 - Present
Job Senior Implementation Consultant at Advent Software
Industry Financial Services
Experience
Advent Software August 2011 - Present
The Mutual Fund Store September 2010 - August 2011
Nexus Financial Management, LLC January 2006 - September 2009
Merrill Lynch Financial Advisory Center February 2001 - November 2005
Merrill Lynch Financial Advisory Center January 2000 - February 2001
Merrill Lynch FDS May 1997 - January 2000
Skills
Investments, Software Implementation, Management, Microsoft Excel, Portfolio Management, Mutual Funds, Asset Allocation, Project Management, Leadership, Alternative Investments, Equities, Financial Services, Wealth Management, Business Development, Investment Advisory, Managing Employees, Developing Client..., Salesforce.com, Financial Analysis
Education
University of Central Florida
Bachelor's Degree, Finance
Palm Beach Community College
Associates
Advent Software August 2011 - Present
The Mutual Fund Store September 2010 - August 2011
Nexus Financial Management, LLC January 2006 - September 2009
Merrill Lynch Financial Advisory Center February 2001 - November 2005
Merrill Lynch Financial Advisory Center January 2000 - February 2001
Merrill Lynch FDS May 1997 - January 2000
Skills
Investments, Software Implementation, Management, Microsoft Excel, Portfolio Management, Mutual Funds, Asset Allocation, Project Management, Leadership, Alternative Investments, Equities, Financial Services, Wealth Management, Business Development, Investment Advisory, Managing Employees, Developing Client..., Salesforce.com, Financial Analysis
Education
University of Central Florida
Bachelor's Degree, Finance
Palm Beach Community College
Associates
Mei Ho, CSM's Advent Software Experience May 1999 - December 2003
Job Senior Manager at Advent Software, Inc.
Industry Computer Software
Experience
Advent Software, Inc March 2007 - Present
ElementSix, LLC July 2006 - Present
Oracle February 2006 - February 2007
Kaiser Permanente December 2003 - February 2006
Advent Software May 1999 - December 2003
Bank of America October 1997 - May 1999
Skills
Scrum, Project Management, Software, Agile Methodologies, SaaS, Enterprise Software, Software Project..., Software Development, Accounting Applications, Requirements Analysis, Agile Project Management, SQL, Cloud Computing, Business Analysis, SOA, SDLC, Testing, Product Management, Databases, XML, Software Quality..., Microsoft SQL Server, Quality Assurance, User Acceptance Testing, Cross-functional Team..., Visio, Business Intelligence, Program Management, Web Services, .NET, IT Strategy, SharePoint
Education
San Francisco State University
BS in Business Administration, Finance and Minor in Computer Business Information
Advent Software, Inc March 2007 - Present
ElementSix, LLC July 2006 - Present
Oracle February 2006 - February 2007
Kaiser Permanente December 2003 - February 2006
Advent Software May 1999 - December 2003
Bank of America October 1997 - May 1999
Skills
Scrum, Project Management, Software, Agile Methodologies, SaaS, Enterprise Software, Software Project..., Software Development, Accounting Applications, Requirements Analysis, Agile Project Management, SQL, Cloud Computing, Business Analysis, SOA, SDLC, Testing, Product Management, Databases, XML, Software Quality..., Microsoft SQL Server, Quality Assurance, User Acceptance Testing, Cross-functional Team..., Visio, Business Intelligence, Program Management, Web Services, .NET, IT Strategy, SharePoint
Education
San Francisco State University
BS in Business Administration, Finance and Minor in Computer Business Information
Jeff Ramseyer's Advent Software Experience 1994 - 1999
Job VP Sales at Addepar
Industry Information Technology and Services
Experience
Addepar July 2014 - Present
Quiverity Research Systems Inc. 2013 - 2014
Poplicus 2012 - 2013
Capital IQ 2001 - 2012
Flycast Communications 1999 - 2001
Advent Software 1994 - 1999
Skills
SaaS, Market Data, Analytics, Venture Capital, Business Strategy, Business Development, Sales, Start-ups, Strategy
Education
Princeton University
A.B.
Addepar July 2014 - Present
Quiverity Research Systems Inc. 2013 - 2014
Poplicus 2012 - 2013
Capital IQ 2001 - 2012
Flycast Communications 1999 - 2001
Advent Software 1994 - 1999
Skills
SaaS, Market Data, Analytics, Venture Capital, Business Strategy, Business Development, Sales, Start-ups, Strategy
Education
Princeton University
A.B.
Gautham Anam's Advent Software Experience December 2014 - Present
Job Senior Business Analyst at Advent Software
Industry Financial Services
Experience
Advent Software December 2014 - Present
SS&C Technologies Inc. 2002 - November 2014
SS&C Technologies 2000 - 2001
SS&C Technologies 1994 - 2000
Skills
Business Analysis, Fixed Income, Software Project..., SDLC, Equities, Hedge Funds, Financial Services, Requirements Gathering, Product Management, Risk Management, Business Requirements, Microsoft SQL Server, Crystal Reports
Education
University of Hartford 1991 — 1994
MBA, Accounting, MIS
Osmania University 1988 — 1991
Bachelor of commerce, Finance
Advent Software December 2014 - Present
SS&C Technologies Inc. 2002 - November 2014
SS&C Technologies 2000 - 2001
SS&C Technologies 1994 - 2000
Skills
Business Analysis, Fixed Income, Software Project..., SDLC, Equities, Hedge Funds, Financial Services, Requirements Gathering, Product Management, Risk Management, Business Requirements, Microsoft SQL Server, Crystal Reports
Education
University of Hartford 1991 — 1994
MBA, Accounting, MIS
Osmania University 1988 — 1991
Bachelor of commerce, Finance
Rick Shane's Advent Software Experience January 1998 - October 2003
Job Computer Scientist, Adobe Systems
Industry Wireless
Experience
Adobe Systems August 2005 - Present
Advent Software January 1998 - October 2003
SAPIEN Technologies, Inc. January 1997 - December 1997
Skills
iOS development, Mobile Technology, C++
Education
Stanford University 2010 — 2012
Computer Science
Miami University 1988 — 1989
MA, Economics ABT
Miami University 1984 — 1988
BS, Finance
Adobe Systems August 2005 - Present
Advent Software January 1998 - October 2003
SAPIEN Technologies, Inc. January 1997 - December 1997
Skills
iOS development, Mobile Technology, C++
Education
Stanford University 2010 — 2012
Computer Science
Miami University 1988 — 1989
MA, Economics ABT
Miami University 1984 — 1988
BS, Finance
Matt Pilcer's Advent Software Experience October 2006 - May 2010
Job
Industry Computer Software
Experience
Unified Social April 2015 - Present
eFront January 2014 - April 2015
eFront December 2011 - December 2013
eFront May 2010 - January 2012
Advent Software October 2006 - May 2010
Source Medical June 2006 - August 2006
Prescient Heathcare Solutions (Acquired) December 2004 - May 2006
Mediamark Research Inc 2003 - 2004
Skills
VB.NET, Visio, Business Analysis, Microsoft SQL Server, HTML, Integration, Equities, Requirements Analysis, Derivatives, Access, Software Documentation, MS Project, Requirements Gathering, Software Project..., SQL, Consulting, Management, Enterprise Software, Financial Services, SaaS, CRM, Business Intelligence, Professional Services, Cloud Computing, Software Implementation
Education
Quinnipiac University 2001 — 2005
Bachlorers, Computer Information Systems, Entpreneurship
East Brunswick High School 1998 — 2001
Unified Social April 2015 - Present
eFront January 2014 - April 2015
eFront December 2011 - December 2013
eFront May 2010 - January 2012
Advent Software October 2006 - May 2010
Source Medical June 2006 - August 2006
Prescient Heathcare Solutions (Acquired) December 2004 - May 2006
Mediamark Research Inc 2003 - 2004
Skills
VB.NET, Visio, Business Analysis, Microsoft SQL Server, HTML, Integration, Equities, Requirements Analysis, Derivatives, Access, Software Documentation, MS Project, Requirements Gathering, Software Project..., SQL, Consulting, Management, Enterprise Software, Financial Services, SaaS, CRM, Business Intelligence, Professional Services, Cloud Computing, Software Implementation
Education
Quinnipiac University 2001 — 2005
Bachlorers, Computer Information Systems, Entpreneurship
East Brunswick High School 1998 — 2001
Jeff Vitale's Advent Software Experience July 2000 - October 2003
Job FIX Connectivity Consultant at Fidessa Buy Side
Industry Financial Services
Experience
Gagnon Securities October 2003 - July 2007
Advent Software July 2000 - October 2003
Financial Models Company 1998 - 2000
Skills
Electronic Trading, SQL, Trading Systems, Connectivity, Trading, Equities, Order Management, Fixed Income, Market Data, Derivatives, Hedge Funds, Low Latency, FX Options, Asset Management, Options, Investment Banking, Project Management, Portfolio Management, Bloomberg, Business Analysis, Financial Markets, Disaster Recovery, Integration, Back Office, Fidessa, Financial Services, Equity Trading, Investments, Sybase, Exchange Connectivity, Equity Derivatives, Capital Markets, Securities, Technical Analysis, Reference Data, VBA, Prime Brokerage, Credit Derivatives, CRM, FX trading
Education
Saint Peter's University 1997 — 1999
MBA, MIS
University of Rhode Island 1988 — 1992
BS, Marketing and Finance
Manasquan
Gagnon Securities October 2003 - July 2007
Advent Software July 2000 - October 2003
Financial Models Company 1998 - 2000
Skills
Electronic Trading, SQL, Trading Systems, Connectivity, Trading, Equities, Order Management, Fixed Income, Market Data, Derivatives, Hedge Funds, Low Latency, FX Options, Asset Management, Options, Investment Banking, Project Management, Portfolio Management, Bloomberg, Business Analysis, Financial Markets, Disaster Recovery, Integration, Back Office, Fidessa, Financial Services, Equity Trading, Investments, Sybase, Exchange Connectivity, Equity Derivatives, Capital Markets, Securities, Technical Analysis, Reference Data, VBA, Prime Brokerage, Credit Derivatives, CRM, FX trading
Education
Saint Peter's University 1997 — 1999
MBA, MIS
University of Rhode Island 1988 — 1992
BS, Marketing and Finance
Manasquan
Jonathan Kamens's Advent Software Experience 2008 - July 2012
Job Vice President of Operations
Industry Computer Software
Experience
Quantopian July 2012 - Present
Advent Software 2008 - July 2012
Jews for Obama February 2008 - January 2009
Tamale Software February 2007 - October 2008
Kenexa November 2006 - February 2007
Big-8 Management Board 2005 - 2007
BrassRing May 2003 - November 2006
WorldWinner May 2002 - March 2003
Curl December 1999 - April 2002
Cisco 1998 - 1999
Skills
Perl, Linux, MySQL, Apache, Microsoft SQL Server, C#, C, Windows, CVS, IIS, VBScript, Shell Scripting
Education
Massachusetts Institute of Technology 1987 — 1993
Bachelor of Science, Computer Science and Engineering
Quantopian July 2012 - Present
Advent Software 2008 - July 2012
Jews for Obama February 2008 - January 2009
Tamale Software February 2007 - October 2008
Kenexa November 2006 - February 2007
Big-8 Management Board 2005 - 2007
BrassRing May 2003 - November 2006
WorldWinner May 2002 - March 2003
Curl December 1999 - April 2002
Cisco 1998 - 1999
Skills
Perl, Linux, MySQL, Apache, Microsoft SQL Server, C#, C, Windows, CVS, IIS, VBScript, Shell Scripting
Education
Massachusetts Institute of Technology 1987 — 1993
Bachelor of Science, Computer Science and Engineering
Sean N. Mullins's Advent Software Experience November 2004 - Present
Job Senior Project Manager
Industry Information Technology and Services
Experience
Advent Software November 2004 - Present
Eagle Investment Systems August 2000 - October 2004
State Street August 1997 - August 2000
Brown Brothers Harriman August 1996 - July 1997
State Street December 1993 - July 1996
Skills
Hedge Funds, Software Project..., Business Analysis, Financial Services, Equities, Trading Systems, Fixed Income, Requirements Analysis, Derivatives, Enterprise Software, Asset Management, Portfolio Management, Cloud Computing, Risk Management, Integration, Start-ups, Strategy, SDLC, SaaS, Agile Methodologies, Project Management
Education
Northeastern University
Bachelor of Science (BS), Finance
Advent Software November 2004 - Present
Eagle Investment Systems August 2000 - October 2004
State Street August 1997 - August 2000
Brown Brothers Harriman August 1996 - July 1997
State Street December 1993 - July 1996
Skills
Hedge Funds, Software Project..., Business Analysis, Financial Services, Equities, Trading Systems, Fixed Income, Requirements Analysis, Derivatives, Enterprise Software, Asset Management, Portfolio Management, Cloud Computing, Risk Management, Integration, Start-ups, Strategy, SDLC, SaaS, Agile Methodologies, Project Management
Education
Northeastern University
Bachelor of Science (BS), Finance
Edward Lazaro's Advent Software Experience June 2005 - June 2015
Job Director of Product at Tinyhood
Industry Computer Software
Experience
Tinyhood June 2015 - Present
Advent Software June 2005 - June 2015
Skills
Account Management, Customer Relations, Customer Service, SaaS, Enterprise Software, Business Analysis, Salesforce.com, CRM, Product Management, Financial Services, Project Management, SQL, Databases, User Experience, Software Project...
Education
New Jersey Institute of Technology - School of Management 2001 — 2005
Bachelor of Science (B.S.), Management Information Systems
Tinyhood June 2015 - Present
Advent Software June 2005 - June 2015
Skills
Account Management, Customer Relations, Customer Service, SaaS, Enterprise Software, Business Analysis, Salesforce.com, CRM, Product Management, Financial Services, Project Management, SQL, Databases, User Experience, Software Project...
Education
New Jersey Institute of Technology - School of Management 2001 — 2005
Bachelor of Science (B.S.), Management Information Systems
Judy Ray's Advent Software Experience January 2000 - May 2001
Job Real Estate Broker at Kitch Realty
Industry Real Estate
Experience
Kitch Realty May 2015 - Present
Fonville Morisey Realty March 2013 - May 2015
N/A January 2008 - March 2013
Oliver Wyman June 2006 - December 2007
Oliver Wyman June 2005 - June 2006
CDR International (acquired by Oliver Wyman) March 2002 - June 2005
Advent Software January 2000 - May 2001
MasterCard November 1998 - December 1999
Resource Axis, Inc. April 1998 - December 1999
Peter B. Cannell & Co., Inc. July 1995 - April 1998
Skills
Team Leadership, Project Planning, Project Management, Team Building, Strategy, Market Research, Analysis, Business Development, Management, Budgets, Leadership, Negotiation, Competitive Analysis, Start-ups, Real Estate, Mergers & Acquisitions, Marketing, First Time Home Buyers
Education
Howland High School
High School
New York University
BA, Economics, Founders Day Scholar, magna cum laude
New York Institute of Finance 1997 — 1997
Technical Analysis & Portfolio Management
Kitch Realty May 2015 - Present
Fonville Morisey Realty March 2013 - May 2015
N/A January 2008 - March 2013
Oliver Wyman June 2006 - December 2007
Oliver Wyman June 2005 - June 2006
CDR International (acquired by Oliver Wyman) March 2002 - June 2005
Advent Software January 2000 - May 2001
MasterCard November 1998 - December 1999
Resource Axis, Inc. April 1998 - December 1999
Peter B. Cannell & Co., Inc. July 1995 - April 1998
Skills
Team Leadership, Project Planning, Project Management, Team Building, Strategy, Market Research, Analysis, Business Development, Management, Budgets, Leadership, Negotiation, Competitive Analysis, Start-ups, Real Estate, Mergers & Acquisitions, Marketing, First Time Home Buyers
Education
Howland High School
High School
New York University
BA, Economics, Founders Day Scholar, magna cum laude
New York Institute of Finance 1997 — 1997
Technical Analysis & Portfolio Management
Arpitha Shetty's Advent Software Experience August 2007 - February 2011
Job Manager | User Experience at PwC
Industry Design
Experience
PwC July 2014 - Present
PwC July 2013 - June 2014
ScanKart February 2014 - May 2014
PwC March 2011 - June 2013
Dirty Water Labs March 2012 - May 2012
Omyen Corp. January 2010 - June 2011
Boston IXDA January 2010 - March 2011
Advent Software August 2007 - February 2011
USC Institute for Creative Technology January 2007 - July 2007
USC Center for Systems and Software Engineering May 2006 - December 2006
Skills
User Experience, Interaction Design, User-centered Design, Mobile Applications, Usability, Information Architecture, Usability Testing, Visual Design, Rapid Prototyping, User Interface Design, User Research, Web Applications, Data Visualization, Agile Methodologies, Management, User Experience Design
Education
University of Southern California 2005 — 2007
Masters, Computer Science
Massachusetts College of Art and Design 2009 — 2010
Graphics & Interaction Design
PwC July 2014 - Present
PwC July 2013 - June 2014
ScanKart February 2014 - May 2014
PwC March 2011 - June 2013
Dirty Water Labs March 2012 - May 2012
Omyen Corp. January 2010 - June 2011
Boston IXDA January 2010 - March 2011
Advent Software August 2007 - February 2011
USC Institute for Creative Technology January 2007 - July 2007
USC Center for Systems and Software Engineering May 2006 - December 2006
Skills
User Experience, Interaction Design, User-centered Design, Mobile Applications, Usability, Information Architecture, Usability Testing, Visual Design, Rapid Prototyping, User Interface Design, User Research, Web Applications, Data Visualization, Agile Methodologies, Management, User Experience Design
Education
University of Southern California 2005 — 2007
Masters, Computer Science
Massachusetts College of Art and Design 2009 — 2010
Graphics & Interaction Design
Kuljit Saini's Advent Software Experience June 2011 - February 2014
Job Senior Associate Tech at Sapient
Industry Computer Software
Experience
Wells Fargo March 2014 - Present
Sapient December 2006 - Present
Advent Software June 2011 - February 2014
Chevron August 2008 - May 2011
Old Lane February 2007 - July 2008
Netsoft Informatics Pvt. Ltd. June 2006 - November 2006
A-1 Technology June 2005 - June 2006
Skills
C#, .NET, WPF, WCF, LINQ, Microsoft SQL Server, VSTO, Agile Methodologies, ASP.NET MVC, Entity Framework, MVVM, JSON, JavaScript, CSS, NoSQL, MongoDB, ASP.NET, Web Applications, SDLC, XML, SQL, Web Services, jQuery, Solarc Right Angle, Service Oriented..., OData, Kendo
Education
Panjab University 2003 — 2005
Master of Science in Information Technology, Information Technology
Punjabi University 2000 — 2003
Bachelor of Computer Applications, Computer Science
Wells Fargo March 2014 - Present
Sapient December 2006 - Present
Advent Software June 2011 - February 2014
Chevron August 2008 - May 2011
Old Lane February 2007 - July 2008
Netsoft Informatics Pvt. Ltd. June 2006 - November 2006
A-1 Technology June 2005 - June 2006
Skills
C#, .NET, WPF, WCF, LINQ, Microsoft SQL Server, VSTO, Agile Methodologies, ASP.NET MVC, Entity Framework, MVVM, JSON, JavaScript, CSS, NoSQL, MongoDB, ASP.NET, Web Applications, SDLC, XML, SQL, Web Services, jQuery, Solarc Right Angle, Service Oriented..., OData, Kendo
Education
Panjab University 2003 — 2005
Master of Science in Information Technology, Information Technology
Punjabi University 2000 — 2003
Bachelor of Computer Applications, Computer Science
Verity Larsen's Advent Software Experience April 2008 - September 2015
Job Vice President, Principal Consultant at Versoft Consulting
Industry Computer Software
Experience
Versoft Inc. September 2015 - Present
Advent Software April 2008 - September 2015
Ferguson Wellman Capital Management Inc. August 2000 - April 2008
Superior National Insurance Company October 1997 - August 2000
Skills
Business Workflows, Data Analysis, Data Conversion, CRM, Automation, Business Analysis, APX, Axys, Microsoft SQL Server, SQL, SSRS, Enterprise Software, Integration, Project Management, Customer Service, Software Documentation, Windows Server, Requirements Analysis, Software Installation, Microsoft Office, Databases, Asset Management
Education
Portland Community College 1998 — 2000
AAS, Computer Information Systems
Versoft Inc. September 2015 - Present
Advent Software April 2008 - September 2015
Ferguson Wellman Capital Management Inc. August 2000 - April 2008
Superior National Insurance Company October 1997 - August 2000
Skills
Business Workflows, Data Analysis, Data Conversion, CRM, Automation, Business Analysis, APX, Axys, Microsoft SQL Server, SQL, SSRS, Enterprise Software, Integration, Project Management, Customer Service, Software Documentation, Windows Server, Requirements Analysis, Software Installation, Microsoft Office, Databases, Asset Management
Education
Portland Community College 1998 — 2000
AAS, Computer Information Systems
Stephanie Palmer's Advent Software Experience January 1997 - May 2002
Job Strategic Sales Rep at NetSuite
Industry Computer Software
Experience
NetSuite November 2003 - Present
Advent Software January 1997 - May 2002
Education
Pepperdine University 1990 — 1992
BA English
NetSuite November 2003 - Present
Advent Software January 1997 - May 2002
Education
Pepperdine University 1990 — 1992
BA English
Vikrant (Vik) Patankar's Advent Software Experience April 2014 - Present
Job Sr. Software Engineer at Advent Software
Industry Information Technology and Services
Experience
Advent Software April 2014 - Present
Advent Software December 2011 - Present
Advent Software Inc August 2006 - December 2011
S2 Technologies Inc January 2005 - August 2006
Skills
Perl, C++, Java, C, Software Development, .NET, Unix, Agile Methodologies, SQL, Linux, C#, Microsoft SQL Server, Subversion, SSRS, Enterprise Software, Databases, JIRA, RSL, RDL, Bugzilla, Bug Tracking, Sed, Awk, Unix Shell Scripting, Csh, Bash, Automated Software..., Test Planning
Education
Portland State University 2002 — 2004
Master of Science, Electrical and Computer Engineering
Vishwakarma Institute of Technology 1997 — 2001
Bachelor of Engineering, Electronics Engineering
Advent Software April 2014 - Present
Advent Software December 2011 - Present
Advent Software Inc August 2006 - December 2011
S2 Technologies Inc January 2005 - August 2006
Skills
Perl, C++, Java, C, Software Development, .NET, Unix, Agile Methodologies, SQL, Linux, C#, Microsoft SQL Server, Subversion, SSRS, Enterprise Software, Databases, JIRA, RSL, RDL, Bugzilla, Bug Tracking, Sed, Awk, Unix Shell Scripting, Csh, Bash, Automated Software..., Test Planning
Education
Portland State University 2002 — 2004
Master of Science, Electrical and Computer Engineering
Vishwakarma Institute of Technology 1997 — 2001
Bachelor of Engineering, Electronics Engineering
Cary Fleisher's Advent Software Experience April 2012 - Present
Job Senior Manager, Customer Success Management at Advent Software
Industry Information Technology and Services
Experience
Advent Software April 2012 - Present
Advent Software August 2009 - April 2012
Advent Software April 2005 - August 2009
Teletutor 1995 - 1998
Skills
Account Management, Technical Support, Project Management, Process Improvement, Hiring and training, Employee career..., SaaS, SharePoint, SQL, Business Intelligence, Team Management, Requirements Analysis, Software Project..., Training, Networking, Business Analysis, Enterprise Software
Education
Oberlin College
BA, Russian Studies
Advent Software April 2012 - Present
Advent Software August 2009 - April 2012
Advent Software April 2005 - August 2009
Teletutor 1995 - 1998
Skills
Account Management, Technical Support, Project Management, Process Improvement, Hiring and training, Employee career..., SaaS, SharePoint, SQL, Business Intelligence, Team Management, Requirements Analysis, Software Project..., Training, Networking, Business Analysis, Enterprise Software
Education
Oberlin College
BA, Russian Studies
Jeff Winn's Advent Software Experience January 2007 - September 2009
Job Open Source Solutions Architect
Industry Information Technology and Services
Experience
Red Hat June 2013 - Present
Citrix 2009 - June 2013
Bytemobile 2009 - June 2012
Advent Software January 2007 - September 2009
Sycomp Technology Consulting February 2004 - August 2006
Beckman Coulter May 2001 - January 2004
Skills
Cloud Computing, TCP/IP, Solaris, Virtualization, Unix, Linux, Perl, MySQL, Cisco Technologies, High Availability, UDP, LDAP, RADIUS, Network Design, Wireless Networking, Solaris Zones, Tomcat, Wireless, Shell Scripting, Red Hat Linux, SNMP, Network Security, Python, Bash, RedHat, Debian, PCRF, DPI, Trade Order Management, Load Balancing, DNS, System Architecture, System Deployment, OpenStack, Linux KVM
Education
Occidental College 1997 — 2001
MIT OpenCourseWare 2010 — 2012
Red Hat June 2013 - Present
Citrix 2009 - June 2013
Bytemobile 2009 - June 2012
Advent Software January 2007 - September 2009
Sycomp Technology Consulting February 2004 - August 2006
Beckman Coulter May 2001 - January 2004
Skills
Cloud Computing, TCP/IP, Solaris, Virtualization, Unix, Linux, Perl, MySQL, Cisco Technologies, High Availability, UDP, LDAP, RADIUS, Network Design, Wireless Networking, Solaris Zones, Tomcat, Wireless, Shell Scripting, Red Hat Linux, SNMP, Network Security, Python, Bash, RedHat, Debian, PCRF, DPI, Trade Order Management, Load Balancing, DNS, System Architecture, System Deployment, OpenStack, Linux KVM
Education
Occidental College 1997 — 2001
MIT OpenCourseWare 2010 — 2012
Doug Spillane's Advent Software Experience 1999 - 2006
Job Manager, Business Analyst at BlackRock
Industry Investment Management
Experience
BlackRock August 2006 - Present
Advent Software 1999 - 2006
Skills
Business Analysis, Fixed Income, Asset Management, Equities, Financial Services, Portfolio Management, Enterprise Software, Management, Product Management, Agile Methodologies, Trading Systems
Education
San Diego State University-California State University 1988 — 2003
BlackRock August 2006 - Present
Advent Software 1999 - 2006
Skills
Business Analysis, Fixed Income, Asset Management, Equities, Financial Services, Portfolio Management, Enterprise Software, Management, Product Management, Agile Methodologies, Trading Systems
Education
San Diego State University-California State University 1988 — 2003
Rob Baillie's Advent Software Experience July 2000 - November 2010
Job Medical Data Analyst at Geisinger Health System
Industry Facilities Services
Experience
Geisinger Health System July 2012 - November 2012
Advent Software July 2000 - November 2010
Charles Schwab 1994 - 1999
Skills
Automation, C#, Microsoft SQL Server, Software Development, Agile Methodologies, Enterprise Software, Testing, .NET, Integration, C++, Unix, SaaS, Linux, Product Management, SSRS, Software Engineering
Education
Pomona College 1986 — 1990
Bachelor of Arts (B.A.), Philosophy
Geisinger Health System July 2012 - November 2012
Advent Software July 2000 - November 2010
Charles Schwab 1994 - 1999
Skills
Automation, C#, Microsoft SQL Server, Software Development, Agile Methodologies, Enterprise Software, Testing, .NET, Integration, C++, Unix, SaaS, Linux, Product Management, SSRS, Software Engineering
Education
Pomona College 1986 — 1990
Bachelor of Arts (B.A.), Philosophy
Rishikesh Gokhale's Advent Software Experience October 2008 - January 2013
Job Operations Engineer at Bjönd
Industry Information Technology and Services
Experience
Bjönd May 2015 - Present
PatientsLikeMe February 2013 - May 2015
Advent Software October 2008 - January 2013
Tamale Software June 2005 - September 2008
Skills
Linux, Unix, Perl, Shell Scripting, System Administration, Network Administration, Network Security, Virtualization, Cloud Computing, Build Automation, Release Management, Apache, SQL, SaaS, Databases, System Architecture, Project Management, Software Project..., Enterprise Software, Agile Methodologies, Python, Software Engineering, Software Development
Education
University of South Florida 2000 — 2003
MS, Electrical and Computer Engineering
University of Mumbai 1995 — 1999
BE, Electronics
Ramnarain Ruia College
Bjönd May 2015 - Present
PatientsLikeMe February 2013 - May 2015
Advent Software October 2008 - January 2013
Tamale Software June 2005 - September 2008
Skills
Linux, Unix, Perl, Shell Scripting, System Administration, Network Administration, Network Security, Virtualization, Cloud Computing, Build Automation, Release Management, Apache, SQL, SaaS, Databases, System Architecture, Project Management, Software Project..., Enterprise Software, Agile Methodologies, Python, Software Engineering, Software Development
Education
University of South Florida 2000 — 2003
MS, Electrical and Computer Engineering
University of Mumbai 1995 — 1999
BE, Electronics
Ramnarain Ruia College
Alvin Malcolm's Advent Software Experience June 2011 - Present
Job Data Analyst, Advent Outsourcing Services at Advent Software
Industry Financial Services
Experience
Advent Software June 2011 - Present
RJM Group Home Renovation, LOC January 2009 - May 2011
Genworth Financial November 2004 - August 2008
GE Asset Management August 2003 - October 2004
Instinet Corporation July 2000 - November 2002
Datek Online February 2000 - July 2000
Skills
Fixed Income, Investments, Management, Portfolio Management, Process Improvement, Trading, Analysis, Finance, Financial Risk, Securities, Financial Analysis, Financial Services
Education
Pace University - Lubin School of Business 1995 — 1999
Advent Software June 2011 - Present
RJM Group Home Renovation, LOC January 2009 - May 2011
Genworth Financial November 2004 - August 2008
GE Asset Management August 2003 - October 2004
Instinet Corporation July 2000 - November 2002
Datek Online February 2000 - July 2000
Skills
Fixed Income, Investments, Management, Portfolio Management, Process Improvement, Trading, Analysis, Finance, Financial Risk, Securities, Financial Analysis, Financial Services
Education
Pace University - Lubin School of Business 1995 — 1999
Kira Petersons's Advent Software Experience 2014 - Present
Job Senior Manager, Technical Communication
Industry Computer Software
Experience
Advent Software 2014 - Present
Advent Software 2000 - 2014
Advent Software 1993 - 2000
Advent Software 1991 - 1993
Skills
Technical Writing, Software Documentation, Enterprise Software, Content Management, FrameMaker, Agile Methodologies, Editing, Product Management, Content Development, SaaS, Information Architecture, Information Design, Online Help Development, Technical Communication, Online Help, Financial Services, CRM, User Experience, Writing, Team Management, User Interface, RoboHelp, Content Strategy, Dreamweaver, Content Writing, Confluence, JIRA, Audio Editing, Master Scuba Diver, Underwater Photography, Change Management, Team Building, Team Leadership, Mentoring, Web Content, User Assistance, Process Improvement, Adobe Technical..., Technical Documentation, Usability, Needs Analysis
Education
Middlebury College 1986 — 1990
BA, cum laude, English & Theatre
Advent Software 2014 - Present
Advent Software 2000 - 2014
Advent Software 1993 - 2000
Advent Software 1991 - 1993
Skills
Technical Writing, Software Documentation, Enterprise Software, Content Management, FrameMaker, Agile Methodologies, Editing, Product Management, Content Development, SaaS, Information Architecture, Information Design, Online Help Development, Technical Communication, Online Help, Financial Services, CRM, User Experience, Writing, Team Management, User Interface, RoboHelp, Content Strategy, Dreamweaver, Content Writing, Confluence, JIRA, Audio Editing, Master Scuba Diver, Underwater Photography, Change Management, Team Building, Team Leadership, Mentoring, Web Content, User Assistance, Process Improvement, Adobe Technical..., Technical Documentation, Usability, Needs Analysis
Education
Middlebury College 1986 — 1990
BA, cum laude, English & Theatre
Dolly Koshy Joseph's Advent Software Experience November 2005 - August 2006
Job Global Data Governance Manager
Industry Financial Services
Experience
KPMG June 2009 - Present
Self September 2006 - May 2009
Advent Software November 2005 - August 2006
Morgan Stanley November 2004 - November 2005
Brown Brothers Harriman June 2000 - November 2004
Brown Brothers Harriman & Co January 1999 - January 2000
Skills
Data Governance, Data Standards, Reference Data, Data Quality, Data Dictionary, Visio, Business Analysis, MS Project, Access, Microsoft SQL Server, Crystal Reports, Leadership, Microsoft Office, SDLC, Process Improvement, Business Process..., Vendor Management, Lotus Notes, Microsoft Works, Software Documentation, QuickBooks, SQL Navigator, SharePoint, Oracle, Financial Services, Rational
Education
Montclair State University 1994 — 1998
Bachelor of Science, Business Administration; Management Information Systems
KPMG June 2009 - Present
Self September 2006 - May 2009
Advent Software November 2005 - August 2006
Morgan Stanley November 2004 - November 2005
Brown Brothers Harriman June 2000 - November 2004
Brown Brothers Harriman & Co January 1999 - January 2000
Skills
Data Governance, Data Standards, Reference Data, Data Quality, Data Dictionary, Visio, Business Analysis, MS Project, Access, Microsoft SQL Server, Crystal Reports, Leadership, Microsoft Office, SDLC, Process Improvement, Business Process..., Vendor Management, Lotus Notes, Microsoft Works, Software Documentation, QuickBooks, SQL Navigator, SharePoint, Oracle, Financial Services, Rational
Education
Montclair State University 1994 — 1998
Bachelor of Science, Business Administration; Management Information Systems
Patrick Kehoe, CFA's Advent Software Experience April 1998 - December 2006
Job Founding Partner & President at LUX Fund Technology & Solutions, LLC
Industry Financial Services
Experience
LUX Fund Technology & Solutions, LLC April 2012 - Present
Ryan Associates Technology & Operational Consulting March 2009 - April 2012
Goldman Sachs November 2006 - January 2009
Advent Software April 1998 - December 2006
Cambridge Associates 1995 - 1997
Skills
Sales, Solution Selling, Axys, Hedge Funds, Alternative Investments, Trading Systems, Asset Managment, Equities, Fixed Income, Derivatives, Moxy, Bloomberg, Fund Administration, Options, Asset Management, Investments, Private Equity, Consulting, Order Management, Business Analysis, Prime Brokerage, Financial Services, Portfolio Management, Investment Management
Education
New York University 2005 — 2008
MS, Management & Systems
University of Michigan 1990 — 1994
Bachelor of Arts (BA), Economics
LUX Fund Technology & Solutions, LLC April 2012 - Present
Ryan Associates Technology & Operational Consulting March 2009 - April 2012
Goldman Sachs November 2006 - January 2009
Advent Software April 1998 - December 2006
Cambridge Associates 1995 - 1997
Skills
Sales, Solution Selling, Axys, Hedge Funds, Alternative Investments, Trading Systems, Asset Managment, Equities, Fixed Income, Derivatives, Moxy, Bloomberg, Fund Administration, Options, Asset Management, Investments, Private Equity, Consulting, Order Management, Business Analysis, Prime Brokerage, Financial Services, Portfolio Management, Investment Management
Education
New York University 2005 — 2008
MS, Management & Systems
University of Michigan 1990 — 1994
Bachelor of Arts (BA), Economics
Joshua Levinson's Advent Software Experience January 1998 - May 2011
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2011 - Present
Advent Software January 1998 - May 2011
R.H. Bluestein & Co June 1994 - January 1998
Skills
Analysis, Management, Business Analysis, Product Management, Leadership, Customer Service, Project Management, Software Project..., Investments, Requirements Analysis, Hedge Funds, Strategy, Software Development, Program Management, Portfolio Management, CRM, SQL, Trading Systems, Integration, Enterprise Software, Financial Services, SaaS
Education
Michigan State University 1991 — 1995
b.s., Economics/Prelaw
The Browning School 1986 — 1990
Morgan Stanley May 2011 - Present
Advent Software January 1998 - May 2011
R.H. Bluestein & Co June 1994 - January 1998
Skills
Analysis, Management, Business Analysis, Product Management, Leadership, Customer Service, Project Management, Software Project..., Investments, Requirements Analysis, Hedge Funds, Strategy, Software Development, Program Management, Portfolio Management, CRM, SQL, Trading Systems, Integration, Enterprise Software, Financial Services, SaaS
Education
Michigan State University 1991 — 1995
b.s., Economics/Prelaw
The Browning School 1986 — 1990
Peggy Chen's Advent Software Experience 2015 - Present
Job Professional Services Consultant
Industry Financial Services
Experience
Advent Software 2015 - Present
Advent Software 2012 - 2015
Peace Corps Morocco 2009 - 2011
Charles River Associate 2007 - 2008
Charles River Associates 2006 - 2007
日本経団連 June 2005 - August 2005
Skills
Data Analysis, International Relations, Intercultural..., Research, Nonprofits, International..., Project Management, Economics, Market Research, Stata, Japanese, Microsoft Office, Policy Analysis, SQL, Relational Databases, Software Implementation, Training Delivery
Education
Wellesley College 2002 — 2006
BA, Economics, Japanese Studies
Nanzan University 2005 — 2005
Japanese
Advent Software 2015 - Present
Advent Software 2012 - 2015
Peace Corps Morocco 2009 - 2011
Charles River Associate 2007 - 2008
Charles River Associates 2006 - 2007
日本経団連 June 2005 - August 2005
Skills
Data Analysis, International Relations, Intercultural..., Research, Nonprofits, International..., Project Management, Economics, Market Research, Stata, Japanese, Microsoft Office, Policy Analysis, SQL, Relational Databases, Software Implementation, Training Delivery
Education
Wellesley College 2002 — 2006
BA, Economics, Japanese Studies
Nanzan University 2005 — 2005
Japanese
Marlene Williams's Advent Software Experience November 2006 - January 2010
Job Professional Services Executive & Founder at MadeStateside
Industry Information Technology and Services
Experience
MadeStateside, LLC November 2014 - Present
Amore Opera June 2011 - Present
Amore Opera December 2009 - Present
InvestCloud, Inc. December 2013 - October 2014
PwC July 2011 - November 2013
Wall Street Systems March 2010 - July 2011
Advent Software November 2006 - January 2010
New York University September 2001 - August 2006
New York University January 2002 - May 2002
Zentropy Partners October 2000 - September 2001
Skills
Business Analysis, Project Management, Software Development, Leadership, Conflict Resolution, Logic Programming, Program Management, Analysis, Strategic Planning, Business Intelligence, SQL, Business Strategy, HTML, Business Development, Research, Product Management, XML, Integration, Software Project..., Management Consulting, Data Analysis, PMP, Microsoft SQL Server, JavaScript, Management, Databases, Web Development, Unix, Oracle, Perl, Linux, MySQL, Cross-functional Team..., Strategy, User Experience, Python, SaaS, Consulting, Professional Services, Agile Methodologies, Cloud Computing, Analytics, Social Media, SDLC, Marketing, Start-ups, Requirements Analysis, Enterprise Software
Education
University of California, Los Angeles
Professional Certificate
New York University
MS
University of Miami
BS
MadeStateside, LLC November 2014 - Present
Amore Opera June 2011 - Present
Amore Opera December 2009 - Present
InvestCloud, Inc. December 2013 - October 2014
PwC July 2011 - November 2013
Wall Street Systems March 2010 - July 2011
Advent Software November 2006 - January 2010
New York University September 2001 - August 2006
New York University January 2002 - May 2002
Zentropy Partners October 2000 - September 2001
Skills
Business Analysis, Project Management, Software Development, Leadership, Conflict Resolution, Logic Programming, Program Management, Analysis, Strategic Planning, Business Intelligence, SQL, Business Strategy, HTML, Business Development, Research, Product Management, XML, Integration, Software Project..., Management Consulting, Data Analysis, PMP, Microsoft SQL Server, JavaScript, Management, Databases, Web Development, Unix, Oracle, Perl, Linux, MySQL, Cross-functional Team..., Strategy, User Experience, Python, SaaS, Consulting, Professional Services, Agile Methodologies, Cloud Computing, Analytics, Social Media, SDLC, Marketing, Start-ups, Requirements Analysis, Enterprise Software
Education
University of California, Los Angeles
Professional Certificate
New York University
MS
University of Miami
BS
Shari Wilson's Advent Software Experience October 2012 - January 2013
Job Sr Software Application Engineer Payroll USA at Workday
Industry Computer Software
Experience
Workday May 2014 - Present
Workday January 2014 - May 2014
Workday January 2013 - January 2014
Advent Software October 2012 - January 2013
Advent Software August 2010 - October 2012
Paychex August 2009 - July 2010
Paychex June 2007 - August 2009
University of Rochester February 2006 - May 2007
Bloomberg 2002 - 2006
Education
Rochester Institute of Technology 2002 — 2007
Master of Science (MS), Software Development and Management
Rochester Institute of Technology 1998 — 2002
Bachelor of Science (BS), Information Technology
Workday May 2014 - Present
Workday January 2014 - May 2014
Workday January 2013 - January 2014
Advent Software October 2012 - January 2013
Advent Software August 2010 - October 2012
Paychex August 2009 - July 2010
Paychex June 2007 - August 2009
University of Rochester February 2006 - May 2007
Bloomberg 2002 - 2006
Education
Rochester Institute of Technology 2002 — 2007
Master of Science (MS), Software Development and Management
Rochester Institute of Technology 1998 — 2002
Bachelor of Science (BS), Information Technology
Michael Chan-Waiy's Advent Software Experience January 2001 - April 2003
Job Business Development Manager at Tech Data
Industry Information Technology and Services
Experience
Tech Data May 2013 - July 2014
Tech Data June 2010 - April 2013
DigitalEra Group, LLC February 2004 - January 2010
Advent Software January 2001 - April 2003
Skills
Product Management, Channel, Channel Strategy, Sales Channel, Indirect Sales Channels, Account Management, Problem Solving, Partner Management, Sales, Management, Go-to-market Strategy, Enterprise Software, Solution Selling, Product Marketing
Education
University of Florida 1998 — 2000
Bachelor of Arts (B.A.), Business/Managerial Economics
University of Florida - Warrington College of Business Administration 1998 — 2000
BA, Business, Economics, Mass Com.
Miami Dade College 1995 — 1997
AA, Business
Tech Data May 2013 - July 2014
Tech Data June 2010 - April 2013
DigitalEra Group, LLC February 2004 - January 2010
Advent Software January 2001 - April 2003
Skills
Product Management, Channel, Channel Strategy, Sales Channel, Indirect Sales Channels, Account Management, Problem Solving, Partner Management, Sales, Management, Go-to-market Strategy, Enterprise Software, Solution Selling, Product Marketing
Education
University of Florida 1998 — 2000
Bachelor of Arts (B.A.), Business/Managerial Economics
University of Florida - Warrington College of Business Administration 1998 — 2000
BA, Business, Economics, Mass Com.
Miami Dade College 1995 — 1997
AA, Business
Jonathan Belyea's Advent Software Experience August 2012 - Present
Job Client Support Analyst
Industry Information Technology and Services
Experience
Advent Software August 2012 - Present
Advent Software February 2009 - August 2012
Advent Software September 2008 - February 2009
JPMorgan Chase & Co. September 2006 - August 2008
JPMorgan Chase & Co. June 2005 - September 2006
State Street June 2003 - May 2005
Skills
Requirements Analysis, SaaS, Software Project..., Cloud Computing, Business Analysis, Product Management, Business Intelligence, Agile Methodologies, Salesforce.com, SQL, Enterprise Software, Financial Services, CRM, Equities, Securities, Finance, Fixed Income, Portfolio Management, Management, Mutual Funds, Strategy, Hedge Funds
Education
Merrimack College 1998 — 2002
Bachelor's Degree, Business Managment
Advent Software August 2012 - Present
Advent Software February 2009 - August 2012
Advent Software September 2008 - February 2009
JPMorgan Chase & Co. September 2006 - August 2008
JPMorgan Chase & Co. June 2005 - September 2006
State Street June 2003 - May 2005
Skills
Requirements Analysis, SaaS, Software Project..., Cloud Computing, Business Analysis, Product Management, Business Intelligence, Agile Methodologies, Salesforce.com, SQL, Enterprise Software, Financial Services, CRM, Equities, Securities, Finance, Fixed Income, Portfolio Management, Management, Mutual Funds, Strategy, Hedge Funds
Education
Merrimack College 1998 — 2002
Bachelor's Degree, Business Managment
Vinod Gangone's Advent Software Experience September 2006 - August 2008
Job Principal Project Manager at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial January 2013 - Present
Motorola September 2008 - December 2012
Advent Software September 2006 - August 2008
Oracle Corporation September 2000 - September 2005
Electronic Data Systems 1998 - 2000
Skills
Project Management, Program Management, Software Implementation, Release Management, Oracle Applications, Web Applications, CRM, ERP, Knowledge Management, Oracle PL/SQL..., MySQL, phpMyAdmin, Project Portfolio..., Cross-functional..., Offshore Resource..., Strategic Planning, Agile & Waterfall..., MS Project, PMO, Scope Management, Partner Management, Business Intelligence, Enterprise Software, Requirements Gathering, Integration, Data Warehousing, SaaS, Business Analysis, Oracle E-Business Suite, Business Process
Education
Continental Informatics 1995 — 2001
Certification, Oracle Certification - Database & Applications
Frontier Technologies
Diploma, Computers Diploma
Osmania University
Bachelors, Accounting
E*TRADE Financial January 2013 - Present
Motorola September 2008 - December 2012
Advent Software September 2006 - August 2008
Oracle Corporation September 2000 - September 2005
Electronic Data Systems 1998 - 2000
Skills
Project Management, Program Management, Software Implementation, Release Management, Oracle Applications, Web Applications, CRM, ERP, Knowledge Management, Oracle PL/SQL..., MySQL, phpMyAdmin, Project Portfolio..., Cross-functional..., Offshore Resource..., Strategic Planning, Agile & Waterfall..., MS Project, PMO, Scope Management, Partner Management, Business Intelligence, Enterprise Software, Requirements Gathering, Integration, Data Warehousing, SaaS, Business Analysis, Oracle E-Business Suite, Business Process
Education
Continental Informatics 1995 — 2001
Certification, Oracle Certification - Database & Applications
Frontier Technologies
Diploma, Computers Diploma
Osmania University
Bachelors, Accounting
Michael Colon's Advent Software Experience October 2012 - Present
Job Sr. Software Engineer at Advent Software
Industry Computer Software
Experience
Advent Software October 2012 - Present
McKesson RelayHealth March 2011 - October 2012
United Biosource Corporation August 2009 - March 2011
VisionAIR January 2003 - February 2009
Skills
.NET, C#, OOP, Agile Methodologies, WCF, LINQ, ADO.NET, SQL, Entity Framework, Powershell, REST, SOAP, ASP.NET, JavaScript, jQuery, Razor, RabbitMQ, ASP.NET MVC, Windows Workflow..., KnockoutJs, Visual Studio, SDLC, T-SQL, IIS
Education
University of North Carolina at Wilmington 2000 — 2002
BS, Computer Science, Jazz Performance
Oral Roberts University 1997 — 2000
Bachelor of Computer Science, Computer Science, Jazz Performance
Advent Software October 2012 - Present
McKesson RelayHealth March 2011 - October 2012
United Biosource Corporation August 2009 - March 2011
VisionAIR January 2003 - February 2009
Skills
.NET, C#, OOP, Agile Methodologies, WCF, LINQ, ADO.NET, SQL, Entity Framework, Powershell, REST, SOAP, ASP.NET, JavaScript, jQuery, Razor, RabbitMQ, ASP.NET MVC, Windows Workflow..., KnockoutJs, Visual Studio, SDLC, T-SQL, IIS
Education
University of North Carolina at Wilmington 2000 — 2002
BS, Computer Science, Jazz Performance
Oral Roberts University 1997 — 2000
Bachelor of Computer Science, Computer Science, Jazz Performance
Chuck Baird, AIF®, AWMA®'s Advent Software Experience October 2002 - September 2004
Job Director of Investments at Consilium Wealth Management
Industry Investment Management
Experience
Consilium Wealth Management, LLC December 2013 - Present
Catalyst Financial Planning & Investment Management, Corp. March 2006 - March 2013
Catalyst Financial Planning & Investment Management Corp. September 2004 - March 2006
Advent Software October 2002 - September 2004
AssetMark Investment Services 1999 - 2002
Skills
Portfolio Management, Asset Management, Investments, Asset Allocation, Mutual Funds, Investment Strategies, Investment Advisory, Wealth Management, Alternative Investments, Retirement Planning, Retirement, ETFs, Investment Management
Education
Saint Mary's College of California 1994 — 1996
BA, English Literature
Consilium Wealth Management, LLC December 2013 - Present
Catalyst Financial Planning & Investment Management, Corp. March 2006 - March 2013
Catalyst Financial Planning & Investment Management Corp. September 2004 - March 2006
Advent Software October 2002 - September 2004
AssetMark Investment Services 1999 - 2002
Skills
Portfolio Management, Asset Management, Investments, Asset Allocation, Mutual Funds, Investment Strategies, Investment Advisory, Wealth Management, Alternative Investments, Retirement Planning, Retirement, ETFs, Investment Management
Education
Saint Mary's College of California 1994 — 1996
BA, English Literature
Alana Weinroth's Advent Software Experience 2010 - Present
Job Executive Assistant at Advent Software
Industry Financial Services
Experience
Advent Software 2010 - Present
Education
Saint Mary's College of California 2005 — 2009
BA, Social Justice
Advent Software 2010 - Present
Education
Saint Mary's College of California 2005 — 2009
BA, Social Justice
Richard Chenglo's Advent Software Experience February 1998 - Present
Job Software Engineer, Principal at Advent Software
Industry Computer Software
Experience
Advent Software February 1998 - Present
Moodys Risk Management Services August 1995 - February 1998
Bell Communications Research (Telcordia Technologies) March 1991 - August 1995
Skills
SQL Server, Data Modeling, Data Integration, Dimensional Modeling, OLAP, Data Warehousing, Database Design, Databases, ETL, SQL, Sybase, XML, Software Development, Architecture, Performance Tuning, Business Intelligence, Relational Databases, Application Development, T-SQL, Scrum, PL/SQL, Oracle SQL, Cloud Computing, Perl, DB2, SSRS, SDLC, SOA, HTML, SSIS, Integration, Requirements Analysis, Agile, Server Architecture, Enterprise Architecture, Database Development, Software Design, System Architecture, Agile Project Management
Education
University of California, Los Angeles 1985 — 1991
Ph.D., Computer Engineering
National Taiwan University
Advent Software February 1998 - Present
Moodys Risk Management Services August 1995 - February 1998
Bell Communications Research (Telcordia Technologies) March 1991 - August 1995
Skills
SQL Server, Data Modeling, Data Integration, Dimensional Modeling, OLAP, Data Warehousing, Database Design, Databases, ETL, SQL, Sybase, XML, Software Development, Architecture, Performance Tuning, Business Intelligence, Relational Databases, Application Development, T-SQL, Scrum, PL/SQL, Oracle SQL, Cloud Computing, Perl, DB2, SSRS, SDLC, SOA, HTML, SSIS, Integration, Requirements Analysis, Agile, Server Architecture, Enterprise Architecture, Database Development, Software Design, System Architecture, Agile Project Management
Education
University of California, Los Angeles 1985 — 1991
Ph.D., Computer Engineering
National Taiwan University
Robert Marinaro's Advent Software Experience 2010 - 2013
Job Android Engineer at FieldLens
Industry Computer Software
Experience
FieldLens July 2013 - Present
Advent Software 2010 - 2013
Thomson Reuters March 2008 - August 2008
GMM Pfaudler March 2007 - August 2007
Skills
Java, Eclipse, Android Development, SQL, Agile Methodologies, XML, Android SDK, Software Development, Visual Studio, JSP, Front-end, Microsoft SQL Server, C#, Software Engineering, Spring, Web Services, Java Enterprise Edition, .NET
Education
Rochester Institute of Technology 2004 — 2009
Bachelors of Science, Software Engineering
FieldLens July 2013 - Present
Advent Software 2010 - 2013
Thomson Reuters March 2008 - August 2008
GMM Pfaudler March 2007 - August 2007
Skills
Java, Eclipse, Android Development, SQL, Agile Methodologies, XML, Android SDK, Software Development, Visual Studio, JSP, Front-end, Microsoft SQL Server, C#, Software Engineering, Spring, Web Services, Java Enterprise Edition, .NET
Education
Rochester Institute of Technology 2004 — 2009
Bachelors of Science, Software Engineering
Elvin Rodriguez's Advent Software Experience August 2011 - Present
Job Consultant II
Industry Information Technology and Services
Experience
Advent Software August 2011 - Present
Rockit Solutions LLC May 2007 - January 2011
Skills
Asset Management, Equities, Fixed Income, Hedge Funds, Bloomberg, Financial Modeling, Asset Managment, Financial Services, Portfolio Management, Securities, Trading, Derivatives, Mutual Funds, Enterprise Software, LATAM
Education
Queens College 2004 — 2006
B.A., Finance
Advent Software August 2011 - Present
Rockit Solutions LLC May 2007 - January 2011
Skills
Asset Management, Equities, Fixed Income, Hedge Funds, Bloomberg, Financial Modeling, Asset Managment, Financial Services, Portfolio Management, Securities, Trading, Derivatives, Mutual Funds, Enterprise Software, LATAM
Education
Queens College 2004 — 2006
B.A., Finance
Curtis VanDemark II's Advent Software Experience January 2001 - January 2003
Job Senior Business Analyst / Project Manager
Industry Financial Services
Experience
Credit Suisse February 2014 - September 2014
J.P. Morgan May 2013 - February 2014
Citi May 2011 - January 2013
JP Morgan / Bear Stearns December 2003 - August 2009
J.J. Farber - Lottman June 2003 - October 2003
Advent Software January 2001 - January 2003
Lord Abbett September 2000 - January 2001
Citibank December 1987 - September 2000
J.P. Morgan August 1981 - December 1987
Skills
Business Analysis, Equities, Securities, Fixed Income, Derivatives, Finance, Credit, Portfolio Management, Banking, Financial Services, Loans, Risk Management, Asset Managment, Investment Banking, Asset Management, Mutual Funds, Accounting, Hedge Funds, Capital Markets, Financial Risk, Bloomberg, Financial Modeling
Education
New York University 2009 — 2010
Advanced Certificate, Portfolio Management and Risk Management
Norfolk State University 1979 — 1981
BA, Accounting
State University of New York College of Agriculture and Technology at Morrisville 1977 — 1979
Associates Degree, Accounting
Credit Suisse February 2014 - September 2014
J.P. Morgan May 2013 - February 2014
Citi May 2011 - January 2013
JP Morgan / Bear Stearns December 2003 - August 2009
J.J. Farber - Lottman June 2003 - October 2003
Advent Software January 2001 - January 2003
Lord Abbett September 2000 - January 2001
Citibank December 1987 - September 2000
J.P. Morgan August 1981 - December 1987
Skills
Business Analysis, Equities, Securities, Fixed Income, Derivatives, Finance, Credit, Portfolio Management, Banking, Financial Services, Loans, Risk Management, Asset Managment, Investment Banking, Asset Management, Mutual Funds, Accounting, Hedge Funds, Capital Markets, Financial Risk, Bloomberg, Financial Modeling
Education
New York University 2009 — 2010
Advanced Certificate, Portfolio Management and Risk Management
Norfolk State University 1979 — 1981
BA, Accounting
State University of New York College of Agriculture and Technology at Morrisville 1977 — 1979
Associates Degree, Accounting
Albert Laino's Advent Software Experience February 2011 - March 2015
Job Solutions Consultant at Anaplan
Industry Financial Services
Experience
Anaplan March 2015 - Present
Advent Software February 2011 - March 2015
Princeton Financial Systems December 2007 - February 2011
AIG June 2006 - December 2007
Skills
Business Analysis, Enterprise Software, SQL, Integration, CRM, Salesforce.com, Requirements Analysis, Project Management, Financial Services, Microsoft SQL Server, SDLC, SaaS, Visio, Back Office, Fixed Income
Education
Rutgers University-New Brunswick 2002 — 2006
Rutgers University
Anaplan March 2015 - Present
Advent Software February 2011 - March 2015
Princeton Financial Systems December 2007 - February 2011
AIG June 2006 - December 2007
Skills
Business Analysis, Enterprise Software, SQL, Integration, CRM, Salesforce.com, Requirements Analysis, Project Management, Financial Services, Microsoft SQL Server, SDLC, SaaS, Visio, Back Office, Fixed Income
Education
Rutgers University-New Brunswick 2002 — 2006
Rutgers University
Didier Chapoteau's Advent Software Experience October 2013 - March 2015
Job Product Manager at Satmetrix
Industry Computer Software
Experience
Satmetrix August 2015 - Present
Satmetrix March 2015 - Present
Advent Software October 2013 - March 2015
Advent Software June 2012 - October 2013
Advent Software May 2011 - June 2012
Apple July 2010 - May 2011
ABC Electronics Service Corp. August 2006 - December 2009
Skills
Testing, Databases, SQL, Software Documentation, Enterprise Software, Microsoft SQL Server, Business Analysis, Troubleshooting, Customer Service, Technical Support, Leadership, Training, Database Administration, FIX, JIRA, SQL Server Management..., Team Leadership, Account Management, System Administration, Strategic Partnerships, Software, Data Analysis, Virtualization, Mentoring, RSL, SOAP, Unix, Red Hat Linux, Business Process..., Trading Systems, Electronic Trading, Python, T-SQL, T-SQL Stored Procedures, SQL Tuning, SaaS
Education
Rochester Institute of Technology
Bachelor of Science (B.S.), Economics
Satmetrix August 2015 - Present
Satmetrix March 2015 - Present
Advent Software October 2013 - March 2015
Advent Software June 2012 - October 2013
Advent Software May 2011 - June 2012
Apple July 2010 - May 2011
ABC Electronics Service Corp. August 2006 - December 2009
Skills
Testing, Databases, SQL, Software Documentation, Enterprise Software, Microsoft SQL Server, Business Analysis, Troubleshooting, Customer Service, Technical Support, Leadership, Training, Database Administration, FIX, JIRA, SQL Server Management..., Team Leadership, Account Management, System Administration, Strategic Partnerships, Software, Data Analysis, Virtualization, Mentoring, RSL, SOAP, Unix, Red Hat Linux, Business Process..., Trading Systems, Electronic Trading, Python, T-SQL, T-SQL Stored Procedures, SQL Tuning, SaaS
Education
Rochester Institute of Technology
Bachelor of Science (B.S.), Economics
James Garley's Advent Software Experience January 1999 - January 2003
Job
Industry Financial Services
Experience
Advent Geneva + APX January 2009 - Present
Pershing Prime Brokerage Services January 2007 - Present
Pershing, a BNY Mellon co. January 2007 - Present
BNY Mellon January 2007 - Present
Advent Software January 1999 - January 2003
Bank of NY January 1997 - January 1999
JPMorgan Chase January 1995 - January 1997
Fleet Bank January 1994 - January 1995
JPMorgan Chase January 1991 - January 1995
Fleet Bank January 1993 - January 1994
Skills
Operations Manager /...
Education
Monmouth University
MBA, Finance
Rutgers University
BS, Accounting
Advent Geneva + APX January 2009 - Present
Pershing Prime Brokerage Services January 2007 - Present
Pershing, a BNY Mellon co. January 2007 - Present
BNY Mellon January 2007 - Present
Advent Software January 1999 - January 2003
Bank of NY January 1997 - January 1999
JPMorgan Chase January 1995 - January 1997
Fleet Bank January 1994 - January 1995
JPMorgan Chase January 1991 - January 1995
Fleet Bank January 1993 - January 1994
Skills
Operations Manager /...
Education
Monmouth University
MBA, Finance
Rutgers University
BS, Accounting
Victoria Slye's Advent Software Experience August 2014 - Present
Job Accountant
Industry Computer Software
Experience
Advent Software August 2014 - Present
Southern Air Inc. November 2013 - June 2014
Randstad July 2013 - November 2013
Messier Bugatti USA August 2007 - January 2013
Vogelpohl Fire Equipment September 2006 - August 2007
CBS Personnel March 2006 - September 2006
Skills
Accounting, Accounts Payable, Account Reconciliation, General Ledger, GAAP Standards, Microsoft Office, Microsoft Word, Outlook, PowerPoint, Accounts Receivable, SAP, Microsoft Excel, Peachtree, Journal Entries, Customer Service, Self-starter, Self-driven
Education
Kentucky College of Business 1995 — 1998
Associate of Arts (A.A.), Accounting
Northern Kentucky University 2001 — 2005
Bachelor of Science (B.S.), Elementary Education and Teaching
Advent Software August 2014 - Present
Southern Air Inc. November 2013 - June 2014
Randstad July 2013 - November 2013
Messier Bugatti USA August 2007 - January 2013
Vogelpohl Fire Equipment September 2006 - August 2007
CBS Personnel March 2006 - September 2006
Skills
Accounting, Accounts Payable, Account Reconciliation, General Ledger, GAAP Standards, Microsoft Office, Microsoft Word, Outlook, PowerPoint, Accounts Receivable, SAP, Microsoft Excel, Peachtree, Journal Entries, Customer Service, Self-starter, Self-driven
Education
Kentucky College of Business 1995 — 1998
Associate of Arts (A.A.), Accounting
Northern Kentucky University 2001 — 2005
Bachelor of Science (B.S.), Elementary Education and Teaching
Jen Seto's Advent Software Experience October 2014 - Present
Job Senior Client Support Specialist at Advent Software
Industry Computer Software
Experience
Advent Software October 2014 - Present
Advent Software September 2013 - October 2014
Advent Software April 2012 - September 2013
UC Berkeley August 2010 - March 2011
Making Waves Education Program October 2008 - June 2010
Global General Insurance Services August 2006 - June 2008
Skills
Data Analysis, Software Documentation, SQL, Customer Service, Microsoft Word
Education
University of California, Berkeley 2000 — 2004
Bachelor of Arts (BA), Integrative Biology
Merritt College 2001 — 2007
Associate of Science (AS), Natural Sciences, Health Science
Advent Software October 2014 - Present
Advent Software September 2013 - October 2014
Advent Software April 2012 - September 2013
UC Berkeley August 2010 - March 2011
Making Waves Education Program October 2008 - June 2010
Global General Insurance Services August 2006 - June 2008
Skills
Data Analysis, Software Documentation, SQL, Customer Service, Microsoft Word
Education
University of California, Berkeley 2000 — 2004
Bachelor of Arts (BA), Integrative Biology
Merritt College 2001 — 2007
Associate of Science (AS), Natural Sciences, Health Science
Hewlett-Packard
SAP
Symantec
Intuit
HP
salesforce.com
Bloomberg LP
Autodesk