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
Advent Software April 2014 - Present
Advent Software December 2011 - April 2014
St. John's University September 2010 - May 2012
Infinite Auto Leasing June 2009 - November 2011
Infinite Wireless - AT&T Mobility January 2007 - November 2011
Skills
CentOS, SaaS, Enterprise Software, Management, Salesforce.com, Analysis, VMware vSphere, VMware Workstation, Data Analysis, Customer Support, Nagios, CRM, Sales, Customer Service, IT Solutions, Linux Server, New Business Development, Microsoft Excel, Market Research, Team Management, Account Management, Global Application..., Sales Management, SSH, Putty, Business Analysis
Education
St. John's University, The Peter J. Tobin College of Business 2010 — 2012
MBA, Risk Management
St. John's University, The Peter J. Tobin College of Business 2006 — 2010
BS, Finance
Stuyvesant High School 2002 — 2006
Fremont Bank June 2015 - Present
Advent Software July 2014 - April 2015
SAP January 2014 - June 2014
Hewlett-Packard March 2013 - October 2013
510 Cloud October 2012 - February 2013
Ricoh Americas Corporation August 2012 - September 2012
XICOM TECHNOLOGY July 2011 - July 2012
FLEXTRONICS December 2007 - July 2011
ART.COM August 2007 - December 2007
FEDERAL HOME LOAN BANK December 2006 - August 2007
Skills
VMware, Netbackup, Windows Server, Solaris, Active Directory, Storage, Disaster Recovery, TCP/IP, DNS, SAN, Clustering, Servers, System Administration, Linux, Cluster, Data Center, Firewalls, Storage Area Networks, Troubleshooting, VMware ESX, vSphere
Education
Stanford University 1975 — 1979
BA, economics
Advent Software February 2011 - Present
Advent Software September 2009 - January 2011
Advent Software, Inc. August 2007 - September 2009
Advent Software, Inc. March 2004 - August 2007
Advent Software, Inc. April 2002 - February 2004
Acta Technologies 2000 - 2002
Skills
Essbase, Long Range Planning, Accounting, Excel, Process Engineering, Statistics, Investor Relations, Financial Planning, IRR, NPV, Financial Modeling, Financial Analysis, Financial Reporting, Forecasting, Mergers, Competitive Analysis, Budgeting, Financial Accounting, Valuation, SOX, Analysis, Business Planning, Business Strategy, Business Analysis, Strategic Planning, Financial Management, Access, Corporate Finance, Hyperion, P&L, Salesforce.com, Business Intelligence, Financial Systems, Variance Analysis, Planning, Cross-functional Team..., Data Analysis, Crystal Ball, Quantitative Risk..., Hyperion Enterprise, Managerial Finance, Microsoft Excel, Enterprise Software, Financial Services, Product Management, Project Planning, Strategic Financial..., Budgets, Finance, Process Improvement
Education
University of California, Irvine 2010 — 2011
Certificate, Investor Relations
San Francisco State University, College of Business 2005 — 2008
MBA
University of Wisconsin-Eau Claire
BA, Accounting
One Degree World Systems, Inc September 2014 - Present
Series-A Partners May 2008 - Present
CometAds May 2012 - Present
Omne Mobile Wallet July 2013 - May 2014
Verbble September 2011 - June 2013
Stratagem Partnering April 2009 - October 2011
Financial Technology Partners March 2007 - May 2008
Citigroup Smith Barney September 2003 - March 2006
Advent Software October 2000 - July 2003
Skills
Start-ups, Venture Capital, Strategic Partnerships, Corporate Development, Strategy, Entrepreneurship, Emerging Payments, Financial Technology, Mobile Payments, New Business Development, Emerging Technologies, Business Strategy, Divestitures, Valuation, SaaS, Mergers & Acquisitions, IPO, Financial Modeling, Funding, Finance, Corporate Finance, Digital Strategy, Investment Banking, Mergers, Business Plan Evaluation, Business Plan..., Mobile Internet, Strategic Planning, Product Management, Management
Education
University of Kansas School of Law
JD
The University of Kansas
Bachelor of Arts
Advent Software October 2014 - Present
Nextdoor.com September 2013 - March 2014
InFlux Partners February 2013 - August 2013
The Pachamama Alliance July 2012 - November 2012
Organizing for America July 2012 - November 2012
Santa Clara University 2010 - 2012
Santa Clara County Office of the Public Defender March 2011 - June 2011
Skills
SaaS, Recruiting, Public Speaking, Proposal Writing, Account Management, Leadership, Microsoft Office, PowerPoint, Cold Calling, Phone Screening, Fundraising, Community Outreach, Management, Marketing, Research, Training, Mac OS, Conflict Resolution
Education
Santa Clara University 2008 — 2012
Bachelor of Arts (B.A.) and Science (B.S.), History and Political Science
Saint Lucy's Priory HS 2004 — 2008
High School Diploma
Phylagen September 2015 - Present
Independent consulting January 2014 - Present
SAP April 2012 - November 2013
SAP July 2011 - March 2012
D&B October 2007 - August 2010
Purisma October 2002 - October 2007
International Justice Mission 1994 - 2005
Acta January 1997 - August 2002
Advent Software 1995 - 1997
Apple August 1992 - October 1994
Skills
Start-ups, Product Management, Strategy, Enterprise Software, SaaS, Cross-functional Team..., Leadership, Entrepreneurship, Business Intelligence, Product Marketing, Big Data, Analytics, Go-to-market Strategy, Sales Process, Strategic Partnerships, Mobile Devices, Business Development, Business Strategy, Product Development, Budgets, Master Data Management, Data Integration, Program Management, Executive Management, Innovation, Management, Data Warehousing, Business Alliances
Education
Stanford Graduate School of Business 1990 — 1992
MBA, Emphasis High Tech Entrepreneurship
University of California, Davis 1981 — 1985
BS, Computer Science and Mathematics, 3.9 GPA on scale of 4.0
D+H August 2015 - Present
Advent Software April 2012 - July 2015
Zazzle.com November 2009 - May 2011
Christie Communications August 2008 - February 2009
Skills
CRM, SQL, Strategy, SEO, Account Management, Salesforce.com, Customer Service, Project Management, Strategic Partnerships, Marketing, Enterprise Software, Technical Support, Analytics, Market Research, Microsoft SQL Server, Social Media, Team Leadership, Software Documentation, E-commerce, Online Advertising, Graphic Design, Product Marketing, Marketing Strategy, Business Development, Online Marketing, Digital Marketing, Digital Media, Google Analytics, SEM, Email Marketing, Web Analytics, Competitive Analysis, Team Management, Marketing Communications
Education
San Francisco State University 2006 — 2008
Business Administration, Marketing
Psychomechanix January 2010 - Present
Mercy High School February 2009 - May 2015
InnerAthlete November 1998 - January 2011
TailWind Solutions, Inc. January 2004 - May 2005
LetsTalk.com August 2000 - May 2002
Advent Software 1995 - 1999
Skills
C#, MySQL, PHP, Scrum, Windows Phone, Windows, Windows 8, Lean Startup, Python, Django, .NET, Software Development, CRM, OOP, Product Management, JavaScript, Mobile Applications, Management, User Experience, Android, User Interface
Education
San Francisco State University, College of Business 1994 — 1999
San Francisco State University 1990 — 1992
Bachelor of Science (BS), Computer Science
Desert Sun School
Deloitte June 2014 - Present
Cisco Systems October 2011 - May 2014
Advent Software June 2011 - October 2011
Golden State Warriors August 2009 - July 2011
Skills
Management Consulting, Business Analysis, Business Process..., Project Management, IT Strategy, SDLC, Mergers & Acquisitions, ERP Implementations, Oracle E-Business Suite, Visio, SaaS, Corporate Finance, Enterprise Software, WebEx, Project Coordination, Telepresence, Vendor Management, Analytics
Education
San Jose State University 2005 — 2009
Bachelor of Science (BS), Business Administration, Corporate Financial Management
Advent Software July 2013 - Present
Advent Software October 2012 - June 2013
Advent Software April 2011 - September 2012
Advent Software August 2008 - March 2011
Reis - CRE market information & analytical tools September 2006 - July 2008
US Laminating Services Corp July 2004 - August 2006
Brookhaven National Laboratory October 2003 - June 2004
Skills
Enterprise Software, Business Analysis, SaaS, SQL, Product Management, Microsoft SQL Server, Portfolio Management, Integration, Trading Systems, Financial Services, Databases, Settlement
Education
Virginia Polytechnic Institute and State University 2001 — 2003
MS, Electrical Engineering
SUNY Geneseo 1997 — 2001
Bachelor of Arts (B.A.), Physics
Advent Software December 2014 - Present
Advent Software May 2011 - November 2014
Advent Software November 2007 - April 2011
Skills
Eloqua, HTML, Email Marketing, Online Marketing, Lead Generation, Microsoft Office, Social Media, Marketing Automation, Demand Generation, Outlook, PowerPoint, Excel, SharePoint, Adobe Creative Suite, Customer Service, Windows, SEO, Salesforce.com, CRM, Microsoft Excel
Education
San Jose State University 2002 — 2006
BS, Business Administration, Concentration in Marketing
Advent Software January 2015 - Present
Advent Software April 2013 - January 2015
Advent Software October 2010 - April 2013
Advent Software 2010 - 2010
Skills
Lead Generation, Salesforce.com, Marketing Automation, Eloqua, CRM, Sales Operations, Email Marketing, Demand Generation, Aprimo, Analytics, B2B Marketing, Marketing, Digital Marketing, SaaS
Education
San Jose State University 2004 — 2010
BS, Business, Marketing
Advent Software 2006 - Present
SunGard/Infinity Financial Technology 1996 - 2001
Skills
Online Help, FrameMaker, RoboHelp, Software Documentation, Technical Documentation, Technical Communication, Technical Writing, SnagIt, SharePoint, Agile Methodologies, Visio, Information Design, Content Development, Adobe Acrobat
Education
Thunderbird School of Global Management
Master of Business Administration (MBA)
University of Kansas
Bachelor of Arts (B.A.), Political Science - Internation Relations
Advent Software March 2015 - Present
CEVA Logistics September 2013 - January 2015
Trailer Bridge, Inc. August 2008 - March 2012
Skills
Logistics, Process Improvement, Transportation, Trucking, Microsoft Excel, Freight, Shipping, Microsoft Office, Operations Management, Supply Chain Management, LTL, Customer Satisfaction, Customer Service, Team Building, Transportation..., Truckload, Forecasting, 3PL
Education
The University of Georgia 2005 — 2008
B.A., Economics
LinkedIn September 2014 - Present
LinkedIn October 2013 - September 2014
LinkedIn December 2012 - September 2013
LSE Enterprise October 2012 - December 2012
Advent Software June 2010 - August 2011
Advent Software June 2008 - May 2010
The Salvation Army February 2005 - June 2008
San Francisco Mayor's Office of Neighborhood Services June 2004 - August 2004
San Francisco Mayor's Office of Neighborhood Services May 2003 - August 2003
Skills
Customer Service, Software Documentation, Troubleshooting, Microsoft Excel, Salesforce.com, Interviews, PowerPoint, Research, Windows, Networking, Customer Relations, Soft Skills, LinkedIn Recruiter, Documentation, Accounting Applications, Interviewing, Excel, Teamwork, Management, Recruiting, Training, Social Media, Public Speaking
Education
London School of Economics and Political Science 2011 — 2012
MSc, Political Economy of Late Development, Merit
University of California, Berkeley 2001 — 2004
B.A., Political Science, GPA 3.871
Advent Software November 2014 - Present
Innovative Interfaces June 2013 - Present
Innovative Interfaces, Inc November 2009 - July 2013
Innovative Interfaces July 2003 - November 2009
Innovative Interfaces April 1999 - July 2003
Innovative Interfaces, Inc June 1996 - April 1999
Maryland State Department of Education February 1993 - September 1994
Skills
Software Engineering, Unix, Perl, Software Project..., Software Development, Quality Assurance, Tomcat, Testing, Linux, Subversion, Databases, HTML, Integrated Library..., Enterprise Software, Release Management, Systems Analysis, MySQL, Library, Release Engineering, Product Development, Java, Apache, Python, Software Configuration..., SaaS, Program Management, Software Quality..., Requirements Gathering, Project Management, Troubleshooting, Continuous Integration, Jenkins, Hudson, Compilers, Maven, Ant
Education
Temple University 1989 — 1991
BA, History
Washington College 1987 — 1989
BNY Mellon January 2015 - Present
Eagle Investment Systems January 2015 - Present
Eagle Investment Systems 2000 - January 2015
GovPX 1995 - 2000
Advent Software 1989 - 1995
Skills
Asset Management, Trading Systems, Financial Services, Hedge Funds, Equities, Fixed Income, Securities, Portfolio Management, Mutual Funds, Derivatives, Asset Managment, Integration, Strategic Leadership, Business Analysis, Software Project..., Software Development
Education
Seton Hall University 1983 — 1987
Advent Software April 2012 - Present
Gage Gorman Inc January 2008 - April 2012
Ares Management LLC March 2009 - March 2012
Key Performance Ideas, Inc June 2007 - March 2009
Western Asset Management Co. March 2005 - June 2007
Bank of New York Mellon May 2003 - March 2005
K.C.M. Asset Management Co. February 2000 - May 2003
Stetson University 1999 - 2003
Millers Supervalu Foods November 1996 - September 1999
Skills
Fixed Income, Hedge Funds, Mutual Funds, Investments, Bloomberg, Equities, Derivatives, Project Management, Strategic Planning, Mergers & Acquisitions, Asset Management, Financial Services, Accounting, Business Process..., Financial Modeling, Start-ups, CRM, Software Development, Capital Markets, Scrum, Agile Methodologies, Friendly Personality, Strategic Financial..., SharePoint, Unix, Sarbanes-Oxley Act, Essbase, Axys, QuickBooks, Hyperion Planning, Agile Project Management, Situational Leadership, Leadership Development, Salesforce.com, User Experience, Product Development, Strategic Leadership, Advent Geneva, Requirement..., JIRA, Markit Wall Street..., Rally Software, User Interface Design, SDLC, Change Management, Team Building
Education
UCLA 2009 — 2010
Accounting
Stetson University 1999 — 2003
Bachelor's Degree, Finance
Dropbox June 2015 - Present
Advent Software January 2014 - May 2015
Advent Software 2008 - January 2014
Advent Software January 2006 - March 2008
Advent Software January 2004 - December 2005
Advent Software 1999 - 2004
Wilke Thompson Capital Management 1998 - 1999
Dain Rauscher 1996 - 1998
Skills
Relationship Management, Account Management, Strategic Planning, Enterprise Software, Customer Success, Customer Retention, Portfolio Management, Trading, Order Management, CRM, Strategic Partnerships, Project Management, Financial Services, Salesforce.com, Consulting, Asset Management, Customer Service, Business Analysis, SaaS, Customer Satisfaction, CSM, Vendor Management, Cross-functional Team..., Management
Education
University of Wisconsin-Madison 1990 — 2004
BS, International Business / International Relations
West Bend West High School 1986 — 1990
Stanford University
Stanford Certified Project Manager
Financial Engines July 2012 - Present
Jemstep, Inc. October 2010 - June 2012
Enkata January 2008 - September 2010
InsideTrack February 2006 - December 2007
Riverside Publishing June 2004 - January 2006
Enkata Technologies January 2004 - May 2004
Advent Software June 1992 - June 2003
Skills
Product Management, Product Marketing, Product Strategy, Scrum, Product Innovation, Launch Of New Products, Product Launch, Competitive Analysis, SaaS, Agile Methodologies, Investment Advisory..., Retirement Planning, Integrated Marketing, Cross-functional Team..., Cloud Computing, Change Management, Integration, Business Development, Strategic Planning, Product Development, Leadership, Strategy, Strategic Partnerships, CRM, Marketing, Thought Leadership, Financial Services, Product Lifecycle..., Mergers & Acquisitions, Market Research, Analytics, Enterprise Software, Start-ups, Project Management, Go-to-market Strategy, Executive Management, Entrepreneurship, Professional Services, Salesforce.com, Business Alliances, Demand Generation, Mobile Applications, Lead Generation, User Experience, Mobile Devices, Sales, Web Analytics, Customer Acquisition, Multi-channel Marketing, Sales Enablement
Education
Stanford University
BA
Advent Software July 2012 - Present
Philips Medical Systems October 2004 - December 2008
The City Of Richmond, Richmond, California September 2002 - May 2004
Deep Soul Plug Productions 2003 - 2004
OPT.INC September 2001 - September 2002
Sarcom September 1998 - July 2001
Skills
Troubleshooting, Windows Server, Active Directory, DNS, Technical Support, Servers, Microsoft Exchange, Software Documentation, VPN, TCP/IP, Citrix, DHCP, SQL, IIS, System Administration, Software Installation, Routers, Databases, Wireless Networking, Information Technology, VMware, Help Desk Support, Hardware, System Deployment, Windows XP
Education
University of Phoenix 2003 — 2006
BSIT, Software
The Ohio State University
Douglas Elliman Real Estate February 2014 - Present
Advent Software March 2007 - February 2013
Merrill Lynch Pierce Fenner Smith January 2004 - February 2007
Bear Stearns January 1997 - January 2004
Charles Schwab 1992 - 1997
Skills
Business Development, Cross Selling, Solution Implementation, Strategic Partnerships, Contract Negotiation, Relationship Management, Investment Management..., Project Management, Alternative Investments, Sales Process, Portfolio Management, CRM, Hedge Funds, Salesforce.com, SaaS, Strategy, Management, Integration, Investments, Sales, Asset Management, Marketing, Business Analysis, Process Improvement, Capital Markets
Education
St. John's University, The Peter J. Tobin College of Business 1989 — 1992
BA, Finance
salesforce.com September 2012 - Present
salesforce.com July 2009 - August 2012
Apprivo, Inc. May 2008 - November 2010
Advent Software October 2000 - August 2006
Charles Schwab January 1999 - June 2000
BancAmerica Robertson Stephens October 1997 - April 1998
SBC April 1996 - October 1997
Skills
Online Help, Technical Writing, White Papers, Web Content, Salesforce.com, End User Training, Adobe Creative Suite, DITA, Technical Communication, Arbortext, Technical Documentation, Single Sourcing, Information Design, Software Documentation, User Interaction
Education
University of California, Berkeley 2004 — 2007
Interior Design and Interior Architecture, Interior Architecture, Interior Design
Southern Illinois University, Carbondale 1986 — 1989
M.A., English
Southern Illinois University, Carbondale 1982 — 1986
B.A., English
AVG Technologies May 2014 - Present
AVG (Beijing) Internet Security Technology Co, Ltd. January 2010 - December 2012
AVG January 2009 - January 2010
Sana Security September 2007 - January 2009
Sana Security August 2005 - September 2007
McAfee July 2003 - August 2005
Advent Software 2000 - 2003
IBM 1997 - 2000
Skills
Cloud Computing, Testing, Project Management, Mobile Devices, Product Management, Mobile Applications, Mobile Technology, China Business..., doing business in China, Software Quality..., Business Intelligence, Product Development, Start-ups, Strategy, Internet Entrepreneur, Management, Team Management, Enterprise Software, SaaS, Software Development, Agile Methodologies, Software Project..., Integration, E-commerce, Scrum, Agile Project Management, Software Engineering
Education
University of California, Berkeley, Haas School of Business 2003 — 2006
MBA
University of Houston 1996 — 1998
MS
Shanghai Maritime University 1991 — 1995
BS
Marketo January 2015 - Present
Marketo June 2014 - December 2014
Marketo November 2013 - June 2014
Marketo May 2013 - November 2013
Marketo July 2012 - May 2013
Marketo August 2011 - July 2012
Marketo February 2011 - August 2011
Marketo July 2010 - February 2011
Marketo November 2009 - July 2010
Advent Software 2006 - 2009
Skills
Cloud Computing, Technical Support, Project Management, SaaS, CRM, Salesforce.com, Professional Services, Marketing Automation, Enterprise Software, Email Marketing, HTML, Analytics, Lead Generation, Product Management, Troubleshooting, Online Advertising, Product Marketing, Start-ups, Marketo, E-commerce
Education
Suffolk University
Bachelor of Fine Arts (B.F.A.), Graphic Design
ZOONI 2007 - December 2012
FIVE ELEMENTS LLC January 2005 - June 2007
GARTNER 2003 - 2005
CISCO SYSTEMS 2000 - 2002
MERCER MANAGEMENT CONSULTING 1999 - 2000
ADVENT SOFTWARE 1992 - 1996
Skills
Management Consulting, Entrepreneurship, Business Strategy, Program Management, Business Development, Business Planning, Project Planning, New Business Development, Marketing Strategy, Management, Project Management, Product Development, Financial Analysis, Financial Modeling, Public Relations, Market Research, Marketing Communications, Cross-functional Team..., Product Marketing, Market Analysis, Business, Entrepreneur, Strategic Consulting, Project Implementation, Project Execution, New Business Launches, Business Management, Start-ups, Mobile Applications, Strategy, Leadership, Marketing, Strategic Planning, Social Media Marketing, Social Media
Education
Johns Hopkins SAIS
MA
Tuck School of Business at Dartmouth
MBA
University of California, Berkeley
BA
Advent Software January 2015 - Present
Moss Adams LLP July 2014 - December 2014
Moss Adams LLP (previously Mohler, Nixon, & Williams; combined with Moss Adams 1/1/2013) July 2012 - July 2014
Mohler, Nixon & Williams July 2011 - August 2011
Woodstock Corporation June 2009 - September 2009
Global Vision International July 2008 - August 2008
Skills
Accounting, Auditing, GAAP, Financial Analysis, US GAAP, Tax, Revenue Recognition, Microsoft Excel, SEC filings, QuickBooks, Internal Controls, Financial Accounting, Financial Reporting, SEC Filings
Education
Santa Clara University 2008 — 2012
Bachelor's of Science in Commerce, Accounting and Information Systems
Advent Software September 2013 - Present
Syracuse University January 2013 - May 2013
Wiscosoft Corporation May 2012 - August 2012
China Broadcasting and Television Group April 2009 - July 2009
Skills
C++, Java, C#, ASP.NET MVC, XML, LINQ, HTML, AJAX, jQuery, Algorithms, Database Design, C, Python, Object Oriented Design, Eclipse
Education
Syracuse University 2011 — 2013
Master of Science (MS), Computer Engineering
Kelley Blue Book November 2011 - Present
Experian September 2009 - April 2011
Automobile Club of Southern California (aka AAA) September 2004 - September 2009
LH Friend, Weinress, Frankson & Presson, LLC (currently B.Riley) 2000 - 2003
Advent Software 1992 - 1998
Skills
Product Launch, Business Case, Financial Services, Consulting, Product Marketing, Competitive Analysis, Product Management, Cross-functional Team..., Analytics, Product Development, Pricing, Strategic Partnerships, Business Development, New Business Development, Marketing Strategy, SaaS, Management, Forecasting, Marketing, Leadership, Sales Management, Integrated Marketing, Business Strategy, Strategy, Analysis, Entrepreneurship, Executive Management
Education
University of San Diego Graduate School of Business, San Diego, CA 1998 — 2000
MBA, Finance
Santa Clara University 1987 — 1991
Bachelor's of Science, Finance
Loyola HS 1983 — 1987
IGSB Founder and former Chairman of the BoardGlobalEnglish1998 - 2012
Advent Software June 1987 - November 1997
The Learning Company 1986 - 1995
Skills
Start-ups, New Business Development, Salesforce.com, Mergers & Acquisitions, Enterprise Software, Solution Selling, Business Development, Agile Methodologies, SaaS, Entrepreneurship, Strategic Partnerships, User Experience, E-Learning, Social Media, E-commerce, Project Management, Product Management, Cloud Computing, Business Strategy
Education
Stanford University Graduate School of Business 1966 — 1968
MBA
University of California, Santa Barbara 1962 — 1966
Advent Software November 2014 - Present
Saks Fifth Avenue November 2011 - Present
Education
San Jose State University
Human Resources Management
Google, through Adecco October 2013 - Present
Google, through Adecco March 2013 - October 2013
Google, through Adecco September 2012 - March 2013
Google March 2011 - July 2011
Sony Computer Entertainment America October 2007 - September 2010
Advent Software 2007 - 2007
Prudential California Realty 2006 - 2007
Skills
Business Planning, Marketing, Marketing Strategy, Multi-channel Marketing, Contract Negotiation, Product Marketing, Social Media Marketing, Online Marketing, Online Advertising, Lead Generation, Product Management, Strategic Partnerships, Market Research, Competitive Analysis, Mobile Marketing, Management
Education
University of California, Berkeley 2013 — 2014
Project Management Certificate Program
San Francisco State University, College of Business 2003 — 2007
B.S., Business Administration, Concentration in International Business
Marketo April 2015 - Present
BlueStacks June 2014 - December 2014
Zendesk April 2014 - June 2014
Advent Software June 2013 - September 2013
Hmong Student Union June 2012 - June 2013
Apptera June 2012 - September 2012
Charged Particles Management September 2011 - December 2011
Stanford University June 2011 - September 2011
Stanford University September 2010 - June 2011
Stanford University September 2009 - March 2010
Skills
Social Media, Advertising, Marketing Communications, Social Media Marketing, Photoshop, Microsoft Office, Marketing, Volunteer Management, Research, Leadership, Salesforce.com, Marketing Strategy, Online Advertising, Public Relations, Strategic Planning, Event Management, Microsoft Excel, PowerPoint, Email Marketing, Market Research, Program Management, Community Outreach, Fundraising, Management, Microsoft Word
Education
Stanford University 2009 — 2013
Bachelor of Arts (B.A.), International Relations
Princeton University 2008 — 2008
N/A, N/A
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
The SEO System January 2009 - Present
VetsAmerica Business Consulting, Inc. March 2013 - Present
Aconex November 2013 - July 2014
Advent Software 2004 - 2007
Resolution Training & Consulting 1998 - 2004
Idex Technologies 1995 - 1997
Electronic Data Systems 1992 - 1995
Skills
PHP, MySQL, Wordpress, Email Marketing, Email, MCT, MCSE, MCSA, CNE, Project Management, Technical Writing, Technical Trainers, Technical Project..., Technical Presentations, Technical Product..., SDLC, SEO, SEO copywriting, XML-RPC, Certified Novell..., Microsoft Certified..., Microsoft Certified..., Cron, Search Engine Technology, Payment Systems, CSS, HTML, LAMP, Systems Engineering, System Administration, Windows System..., Windows Server, Active Directory, Search Engine, Search Engine Submission, Search Engine Ranking, SEM, Social Media, Social Media Marketing, Social Media Strategist, Facebook, Amazon Web Services..., Twitter, Google Adwords, Google Webmaster Tools, Google Analytics, WordPress, Keyword Research, Web Content, Web 2.0
Education
Santa Clara University
Bachelor of Arts (B.A.), English Language and Literature, General
Santa Clara University
Bachelor's degree, Comparative Literature
LinkedIn January 2015 - Present
Seiters Consulting January 2012 - Present
BRECAP August 2014 - Present
PointDrive December 2013 - Present
YouScience, LLC October 2013 - February 2015
Shareholder InSite, Inc. March 2014 - August 2014
LinkedIn May 2007 - September 2011
Advent Software, Inc. January 2004 - April 2007
Advent Software September 1999 - January 2004
Advent Software, Inc. December 1998 - August 1999
Skills
Market Validation, Product Validation, Competitive Intelligence, Collaboration, Product Strategy, Voice of the Customer, Public Speaking, Analytic Thinking, Troubleshooting, Strategy, Competitive Analysis, Product Management, Product Marketing, Winemaking, Marketing, Social Networking, SaaS, Market Pricing, Consulting, Enterprise Software, Marketing Strategy, Leadership, Training, Account Management, Business Development, B2B, Business Intelligence, Strategic Partnerships, Integrated Marketing, Integration, Professional Services, Start-ups, Analytics
Education
Sewanee-The University of the South 1985 — 1989
Bachelor’s Degree, English
The Baylor School 1979 — 1985
Diploma, English, Biology
NewsCred May 2015 - Present
NewsCred August 2014 - May 2015
Advent Software January 2013 - August 2014
Advent Software February 2010 - December 2012
Advent Software October 2008 - January 2010
Tamale Software September 2008 - September 2008
Innovation Framework Technologies July 2008 - August 2008
International Business Machines July 2007 - May 2008
Skills
Software Implementation, Software Consulting, Software Project..., XML, Java, SaaS, Project Management, HTML, Management, .NET, Access, Analysis, Client Focus, Process Improvement, Architecture, Enterprise Software, Financial Software..., CRM, Visio
Education
Seton Hall University 2004 — 2008
Bachelor of Science, Business Administration; Management Information Systems
Advent Software February 2015 - Present
D&H Sustainable Jewelers January 2013 - November 2014
Tiffany & Co. September 2011 - November 2012
Saks Fifth Avenue August 2010 - June 2011
Skills
Results Oriented, Providing Customer..., Building/Growing..., Brand promotion, Selling products and..., Brainstorming, Collaborating ideas, Accounts Payable, Supply Ordering, Inventory Analysis, Inventory Management, Problem Solving, Organization, Team Building, New Hire Training, Microsoft Office, DOS, Client Development, Client Development..., Event Planning, Scheduling, Customer Service, Business, Goal Oriented, Visual Merchandising, Merchandising, Training, Luxury, Process Scheduler, Retail, Recruiting, Time Management, Sales, Teamwork, Event Management, Luxury Goods, Analysis, Management, Store Management, Jewelry, Fashion, Leadership, Retail Sales, Marketing
Education
San Francisco State University
Bachelor of Science (B.S.) Business Administration, Marketing
Phreesia January 2014 - Present
EmpowerID February 2013 - January 2014
Vertex Inc June 2008 - February 2013
Sterling Research Group June 2007 - April 2008
Sunbelt Software April 2006 - June 2007
MIVA February 2005 - April 2006
AnyDoc Software October 2004 - February 2005
Advent Software January 2000 - October 2004
Eagle Asset Management January 1999 - December 1999
Skills
Java, C#, Testing, SilkTest, Release Management, QTP, Test Automation, Quality Center, Selenium, SQL Server, Manual Testing, SQL, Test Planning, Test Management, Visual Studio, Regression Testing, Test Cases, ISTQB, Defect Tracking, Quality Assurance, Microsoft SQL Server, XML, Software Documentation, Unix, Web Applications, Software Development, SDLC, Visual Basic, .NET, VBScript, IIS, Agile Methodologies, Software Quality..., User Acceptance Testing, Automation, Performance Testing, JIRA, Integration Testing, Scrum, System Testing, Enterprise Software
Education
University of Florida 1994 — 1998
Bachleors, Business, Communications
University of Florida - Warrington College of Business Administration 1994 — 1998
St. Petersburg College
NA, Computer Programming
Advent Software July 2014 - Present
Advent Software April 2011 - July 2014
Advent Software May 2007 - April 2011
Actuate Corporation May 2006 - May 2007
Actuate Corporation October 2000 - May 2006
Portal Software May 2000 - September 2000
Skills
Microsoft SQL Server, SQL, PeopleSoft, VMware, Databases, Data Analysis, Oracle 9i, Project Management, Windows, Solaris, Database Administration, CRM, Enterprise Software, Software Implementation, Troubleshooting, Requirements Analysis, System Administration, Operating Systems, SaaS, Applications, Team Leadership, Oracle, Active Directory, Software Development, Testing, High Availability, Technical Support, Integration, SharePoint, Agile Methodologies, Cloud Computing
Education
Santa Clara University 1996 — 2000
BS
Sacred Heart Cathedral Prep 1992 — 1996
Advent Software August 2014 - Present
Seattle University January 2014 - June 2014
Seattle Rainmakers March 2013 - June 2013
CNA Equity Group, Inc., A Professional Corporation June 2011 - August 2011
Laguna Honda Hospital June 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, C++, Social Media, Public Speaking, Teamwork, Windows, Matlab, English, Event Planning, Python, C#
Education
Seattle University 2010 — 2014
Bachelor's Degree, Computer Science; Business Specialization, Senior
FIS Mobile March 2015 - Present
FIS Mobile April 2013 - February 2015
Advent Software January 2011 - January 2013
Advent Software January 2010 - December 2010
Advent Software 2007 - 2009
Morgan Stanley Wealth Management 2005 - 2007
Skills
Project Management, Software, Customer Satisfaction, Team Building, Account Relationship, Software Implementation..., Client Relations Skills, Enterprise Software, Cloud Computing, Mobile Devices, Mobile Technology, SaaS, Salesforce.com, Solution Selling, Product Management, CRM, Mobile Payments, Mobile Phone Apps, Account Management, Mobile Marketing, Financial Services
Education
Stonehill College
Bachelor's degree, Economics
Advent Software March 2011 - Present
Advent Software February 2008 - February 2011
Skills
Negotiation, Product Management, CRM, Salesforce.com, SaaS, Solution Selling, Integration, Project Management, Cloud Computing, New Business Development, Business Analysis, Enterprise Software, Selling, Strategic Partnerships, Business Development, Direct Sales, Management, Professional Services
Education
The Catholic University of America 2001 — 2005
BA, Politics
Advent Software August 2010 - Present
Sakura Finetek USA, Inc. April 2007 - August 2010
Raytheon November 2005 - April 2007
AmeriPride Services January 2005 - November 2005
Cintas June 2003 - November 2005
Skills
Proposal Writing, Pricing, Customer Service, Account Management, Strategic Planning, Sales, Microsoft Office, Management, Project Management, Negotiation, Marketing, Talent Management, New Business Development, Team Leadership, Sales Process, Salesforce.com, Training, Event Planning, Strategy
Education
Simmons College 1997 — 2001
B.A., English / Creative Writing and Womens Studies
Simmons College
Bachelor of Arts (B.A.)
Virtual Instruments July 2014 - Present
Virtual Instruments October 2012 - July 2014
Panoratio, Inc. July 2009 - October 2012
R3P MediaCom June 2008 - October 2012
Advent Software July 2008 - July 2009
Panoratio, Inc. June 2006 - June 2008
Mercado Software June 2005 - June 2006
DHD Media September 2003 - January 2005
Accellion, Inc May 2002 - July 2003
NonStopNet, Inc September 2000 - March 2002
Skills
Enterprise Software, Start-ups, SaaS, Cloud Computing, Business Development, Product Marketing, E-commerce, Analytics, Marketing, Professional Services, Account Management, Management, Strategic Partnerships, Digital Marketing, Sales, Leadership, Salesforce.com, Strategic Planning, Business Strategy, Managed Services, Web Analytics, Email Marketing, Strategy, Entrepreneurship, Go-to-market Strategy, Program Management, Project Management, Marketing Operations, Marketing Strategy
Education
San Jose State University 1993 — 2012
Bachelor's degree, History
westmont highschool
Trantor May 2015 - Present
Personal Trainer June 2011 - Present
FLEX Fitness September 2014 - February 2015
Advent Software March 2013 - January 2014
Advent Software April 2011 - March 2013
Experian QAS US October 2010 - January 2011
DRAEGER CONSTRUCTION, INC September 2009 - March 2010
FL ARMS & ASSOCIATES, INC June 2008 - September 2009
Nordstrom October 2007 - June 2008
MATRIXX PICTURES May 2005 - July 2006
Skills
Salesforce.com, Lead Generation, Budget Management, Cold Calling, Account Management, Quickbooks, Filemaker Pro, Consultative Selling, New Business Development, SaaS, Excel, Microsoft Excel, Microsoft Word, Sales, Budgets, Sales Operations, Marketing, Start-ups, Management, Selling, FileMaker, QuickBooks, CRM, Strategy, Social Media, Leadership
Education
University of Southern California 2002 — 2006
Bachelor of Arts, International Relations; Global Marketing
Syracuse University 2004 — 2004
Study Abroad Semester, Italian, International Relations, 4.0
Spanish-Centro Bilingue 2000 — 2000
Summer Study Abroad, Spanish, 4.0
Advent Software January 2011 - December 2014
Edward Jones January 2010 - December 2010
Skills
Management, Financial Services, Investments, Microsoft Excel, Series 7
Education
Syracuse University - Martin J. Whitman School of Management 2005 — 2009
Bachelor of Arts, Economics, Finance, History
Williams College
Advent Software April 2007 - July 2013
Aspect Software August 2001 - March 2007
Skills
Enterprise Software, SaaS, Salesforce.com, Training, Process Improvement, Business Analysis, Vendor Management, Customer Service, CRM, Project Management, Solution Selling
Education
San Francisco State University
BA
SF Housing Now, Yes on A September 2015 - Present
Nielsen Merksamer Parrinello Gross & Leoni LLP September 2014 - August 2015
Advent Software June 2014 - September 2014
Advent Software August 2012 - June 2014
Valle Makoff LLP November 2011 - May 2012
Leo T. McCarthy Center for Public Service and the Common Good September 2011 - February 2012
ACLU of Northern California August 2011 - December 2011
California State Assembly, Capitol Office of Assemblymember Sandré R. Swanson May 2011 - August 2011
California State Assembly, District Office of Assemblymember Fiona Ma (Speaker Pro Tempore) February 2011 - May 2011
Institute for Brain Aging and Dementia, UC Irvine May 2008 - August 2008
Skills
Excel, Outlook, Microsoft Excel, LIS, Public Policy, Community Outreach, Research, Event Planning, PowerPoint, Public Speaking, Microsoft Office, Social Media, Spanish, Non-profits, Microsoft Word, Teaching, Editing, Social Networking, Blogging, Customer Service, Fundraising, Public Relations, Salesforce.com, OpenAir, Oracle Applications, Press Releases, Nonprofits, Politics, Policy Analysis, Policy, Analysis
Education
The George Washington University 2013 — 2014
Graduate Certificate, Political Psychology
University of San Francisco 2008 — 2012
B.A. in Politics, Legal Studies (Minor), Peace & Justice Studies (Minor)
MD Solutions, LLC April 2013 - Present
Gibson Capital, LLC May 2010 - March 2013
Keats, Connelly and Associates, LLC September 2003 - February 2010
Advent Software April 2001 - August 2003
Lotsoff Capital Management September 1996 - March 2001
Culver Academies August 1995 - May 1996
Skills
Business Analysis, Asset Management, Portfolio Management, Management, Financial Services, Consulting, Investments, Equities, CRM, Wealth Management, SaaS
Education
The University of Chicago - Booth School of Business 1997 — 2001
Master of Business Administration (MBA), Business Administration; Finance and Strategic Management
St. John's College 1992 — 1995
B.A., Liberal Arts
University of Ruse 1990 — 1991
N/A, Electrical Engineering
Prunderground.com September 2013 - Present
Eatopia.com June 2011 - Present
Yardi Systems April 2010 - April 2011
PropertyShark.com June 2006 - April 2010
UMT (Sold UMT's software business to Microsoft in 2006) February 2003 - June 2006
Zebware March 2001 - September 2001
ClickRadio June 2000 - March 2001
RealNetworks June 1999 - August 1999
Advent Software May 1995 - August 1998
Skills
Public relations, Marketing strategy, Online marketing, Market research, Search engine..., SEO, SEM, Email marketing, Blog marketing, Customer acquisition, Trade shows, Conferences, Real Estate, Music industry, MBA, E-commerce, Website promotion, Website strategy, Google Adwords, Google Analytics, Excel, Online Marketing, Email Marketing, Marketing Strategy, Microsoft Excel, Public Relations, Customer Acquisition, Market Research, Strategic Partnerships, Start-ups, Sales, Music Industry, Blog Marketing, Trade Shows, Website Promotion, Strategy, Direct Marketing, Product Management, Social Networking, Blogging, Marketing, Web Strategy, Lead Generation, Social Media Marketing, Social Media, B2B, Press Releases, Marketing Research, Management, Entrepreneurship
Education
Stanford University Graduate School of Business 1998 — 2000
MBA, Marketing, business, entrepreneurship, growing new ventures
University of California, Los Angeles 1990 — 1994
BA, Psychology & Business
Advent Software October 2008 - Present
Advent Software January 2006 - October 2008
Advent Software, GmbH August 2003 - December 2005
Advent Software June 2000 - August 2003
Kryotech, Inc. January 2003 - May 2003
Advent Software January 1999 - May 2000
Credit Suisse June 1998 - October 1998
Skills
Salesforce.com, Enterprise Software, SaaS, Business Analysis, Product Management, Professional Services, Cloud Computing, Program Management, Software Development, Management, Leadership, Cross-functional Team..., Business Intelligence, CRM, Solution Selling, Integration, Software Project..., Process Improvement, Analytics, Strategy, Vendor Management, Consulting, Business Process..., Pre-sales, Requirements Analysis, SDLC, Software Implementation, Outsourcing, SharePoint, IT Strategy, Financial Services, Agile Methodologies, IT Management, Agile Project Management, Project Management, Databases, Start-ups, Enterprise Architecture, Strategic Partnerships, Order Management, Visio, E-commerce, Business Development, Software Documentation, Team Leadership, Back Office, Team Management, PMP, PMO, Portfolio Management
Education
University of South Carolina - The Moore School of Business 2001 — 2003
MIBS/IMBA, Master of International Business
SDA Bocconi 2002 — 2002
University of California, Riverside 1994 — 1998
BS, Business Administration
Università Commerciale 'Luigi Bocconi' 1996 — 1997
International Business
Career Intermission February 2012 - Present
JOINGO September 2014 - December 2014
MobiTV October 2012 - February 2013
Comcast January 2008 - January 2012
Yahoo! November 2007 - December 2007
Advent Software January 2007 - September 2007
CalAmp Corp. July 2005 - October 2006
Electronic Arts May 2004 - June 2005
Sopris Communications January 2002 - April 2004
ePIT Systems March 2001 - November 2001
Skills
Visio, FrameMaker, HTML, Technical Writing, Content Management, Microsoft Word, RoboHelp, Software Documentation, Word, WebWorks, Author-it, Adobe Acrobat, APX, Axys, Bugzilla, Chicago Manual, Microsoft Excel, HP Openview, Jive, Outlook, Perforce, Rally, Eclipse, SnagIt, PowerPoint, Subversion, TWiki
Education
The George Washington University - School of Business
MBA, Finance and Investments
University of Colorado, Boulder
BS, Finance
Autodesk June 2015 - Present
Williams-Sonoma, Inc. May 2013 - February 2015
Contract Project Work (Multiple Companies) March 2012 - May 2013
Advent Software April 2010 - March 2012
Advent Software February 2009 - April 2010
Advent Software March 2007 - February 2009
Electronic Arts (EA) February 2006 - March 2007
Macromedia, Inc. (now Adobe Systems, Inc.) October 2004 - February 2006
Macromedia, Inc. (now Adobe Systems, Inc.) June 2002 - October 2004
Birkenstock June 2001 - June 2002
Skills
Oracle E-Business Suite, Forecasting, Department Budgeting, Software Licensing, Purchase Management, Contract Negotiation, Vendor Management, Inventory Management, IT Sourcing, Cross-functional Team..., Financial Analysis, Accounting, Contract Management, Internal Controls, SOX Compliancy, Receiving, Capital Budgeting, Team Leadership, pCard, Process Improvement, Procurement, Strategic Sourcing, Purchasing, Professional Services, Business Analysis, Analysis, Sourcing, Mergers & Acquisitions, Software Documentation, Supply Chain, Business Process, Enterprise Software, ERP
Education
Sonoma State University 1994 — 1997
BA
Shasta College 1991 — 1994
A.A.
ARES Project Management LLC January 2011 - Present
ARES Corporation February 2008 - December 2010
ARES Corporation February 2005 - January 2008
Redwood Trust March 2003 - February 2005
Advent Software July 2002 - April 2003
Montgomery Asset Management 2000 - 2002
Skills
Business Strategy, Financial Modeling, SaaS, Business Development, Analysis, Business Process..., Risk Management, Process Improvement, Salesforce.com, Management, Strategic Financial..., Mergers & Acquisitions, Strategy, Financial Analysis, Project Management, Executive Management, CRM, Finance, Capital Markets, Venture Capital, Investments, Financial Planning, Cash Management, Fixed Income Analysis, M&A Modeling, Cognos, Equity Valuation, Private Equity, Pricing Strategy, Competitive Analysis, Analytics, Market Analysis, NetSuite, Cloud Computing, Enterprise Software, Leadership, Strategic Planning, Project Planning, Cross-functional Team..., Financial Reporting, Forecasting, Strategic Partnerships, Due Diligence, Start-ups, Xactly, HubSpot, Deltek, SQL, Crystal Reports, Google Docs
Education
Santa Clara University 2005 — 2007
MBA
University of Michigan 1998 — 2000
Bachelor’s Degree
Bloomberg LP December 2008 - December 2013
Getzler Henrich & Associates February 2007 - August 2008
Advent Software July 2005 - March 2006
Telstra Inc. March 2003 - July 2005
St. Peter's Hospital February 2001 - August 2002
US Army September 1992 - June 2000
Skills
Office Management, Sales Operation Support, Databases, Microsoft Office, Bloomberg Terminal, Outlook, Contract Specialist, Compliance Officer..., Receptionist Duties, Administrative..., Project assistant, Soldier
Education
Suburban Technical School 1996 — 1996
Certificate, Computerized Office Technology
Advent Software April 2013 - Present
Advent Software August 2007 - March 2013
Adobe Systems March 2007 - August 2007
Advent Software January 2004 - March 2007
Advent Software October 2002 - December 2003
Deloitte & Touche September 2000 - September 2002
Baker Tilly Virchow Krause, LLP January 1998 - July 2000
Skills
Accounting, Sarbanes-Oxley Act, Financial Analysis, Revenue Recognition, Financial Reporting, US GAAP, General Ledger, Variance Analysis, SEC filings, Account Reconciliation, Financial Accounting, Consolidation, Tax, Finance, SEC Filings
Education
The Catholic University of America 1995 — 1997
MA, Finance
The Catholic University of America 1991 — 1995
BA, Accounting
FireEye, Inc. January 2015 - Present
Agilent Technologies September 2012 - January 2015
Ericsson January 2011 - September 2012
Brocade July 2007 - December 2010
Advent Software 2005 - 2007
Network Associates / McAfee 2000 - 2005
Skills
Pricing Strategy, Pricing, Competitive Analysis, Cross-functional Team..., Financial Analysis, Business Strategy, Sales Support, Business Analysis, Process Improvement, Excel, Data Mining, Team Leadership, Analytics, Data Analysis, Microsoft Excel, Management, Go-to-market Strategy, Program Management, Strategy, Forecasting, Salesforce.com, CRM, Business Intelligence, Market Analysis, Strategic Partnerships, Sales Operations
Education
Santa Clara University 1995 — 1999
Advent Software April 2011 - Present
Netik August 2006 - April 2011
Plant Construction Company, LP March 2005 - July 2006
Skills
Business Analysis, Data Analysis, Databases, Requirements Analysis, SQL, Analytics, Analysis, Business Intelligence, Vendor Management, Data Warehousing, Program Management, Process Improvement, Market Data, Derivatives
Education
San Jose State University 1999 — 2004
Finance & Accounting Information System
Informatica April 2013 - Present
Informatica November 2011 - Present
Informatica August 2011 - November 2011
Informatica September 2010 - August 2011
Advent Software January 2007 - September 2010
Great Place to Work Institute August 2006 - January 2007
CA Public Utilities Commission January 2006 - January 2007
SF State University August 2005 - January 2006
Volunteer Center of San Francisco and San Mateo Counties 2002 - 2005
I Have a Dream Foundation August 2001 - August 2002
Skills
HRIS, Deferred Compensation, Succession Planning, Training, Human Resources, Recruiting, Management, Personnel Management, Organizational...
Education
San Francisco State University 2005 — 2007
MS, Industrial Organizational Psychology
University of California, Davis 1997 — 2001
BA, Anthropology and Communication
World at Work
working toward CCP
Advent Software January 2011 - January 2013
Advent Software October 2007 - January 2011
Advent Software December 2004 - October 2007
Advent Software October 2000 - December 2004
Skills
SQL, Enterprise Software, Business Analysis, Salesforce.com, SaaS, Requirements Analysis, Agile Methodologies, CRM, Integration, Business Intelligence, Solution Selling, Microsoft SQL Server, Databases, Cloud Computing, Software Documentation, SharePoint, XML, Analytics, Software Project..., Product Management, Professional Services, Project Management, Cross-functional Team..., Process Improvement, SDLC, Software Development, Program Management
Education
San Francisco State University 1993 — 1998
BS, Business Administration (Finance & Accounting)
San Francisco State University, College of Business 1993 — 1998
BS, Business Administration, Accounting and Finance concentrations
Teradata June 2014 - Present
Independent Consultant - Portfolio Management, Trading and Operations Management August 2009 - July 2014
NorthPoint Solutions 2013 - 2014
Nirvana Solutions 2011 - 2013
decalog/SunGard July 1997 - September 2000
Logica US April 1996 - April 1997
Merrin Financial 1995 - 1997
Thomson Financial/PORTIA 1993 - 1995
Advent Software December 1990 - 1993
ABBB/Almont/Thomson January 1988 - December 1990
Skills
Hedge Funds, Trading, Portfolio Management, Asset Management, Risk Management, Buy Side workflow..., Sales and Marketing, Integration, Business Strategy, Business Development, Business Analysis, Capital Markets, Asset Managment, Insurance, Trading Systems, Equities, Relationship Management, Strategy, Financial Analysis, Banking, Analysis
Education
Saint Lawrence University 1983 — 1987
B.A., Political Science and Government
Actuate September 2011 - Present
Accept Corporation May 2008 - October 2011
Macrovision July 2006 - September 2007
Advent Software 2005 - 2006
Roche 2002 - 2004
Skills
SaaS, Leadership, Agile Methodologies, Solution Selling, Strategy, Professional Services, Enterprise Software, Management
Education
San Jose State University 2001 — 2004
Advent Software April 2014 - Present
Advent Software 2012 - April 2014
Advent Software March 2004 - 2012
Advent Software March 2001 - March 2004
Realnet Software, Inc. April 1995 - October 2000
Skills
SQL, .NET, Trade Order Management, C++, C#, FIX, Unix, JavaScript, VRML, Computer Graphics, TCP/IP, WCF, Multithreading, Scrum, Assembly Language, Java, Distributed Systems, MFC, Infragistics, Architecture, SaaS, Software Development, System Architecture, Microsoft SQL Server, Windows, XML, Cloud Computing, Web Services, LINQ, WCF Data Services, IoC, Castle Windsor, OData
Education
San Francisco State University 1991 — 1996
Ross Stores February 2009 - Present
Hitachi Consulting 2009 - 2009
Ross Stores 2009 - 2009
Advent Software September 2007 - November 2008
Wells Fargo Bank February 2007 - September 2007
Wells Fargo Bank March 2004 - March 2007
Wells Fargo Bank February 1999 - March 2004
wells fargo bank 1978 - 2000
Tesseract 1988 - 1993
Skills
Vendor Management, Process Improvement, Team Building, IT Strategy, Program Management, IT Infrastructure..., Windows Virtualization, Unix Virtualization, Recruiting, Disaster Recovery, Project Portfolio..., Budgets, Enterprise Software, Leadership, Customer Service, Software Development, Management, Business Analysis, Agile Methodologies, Integration, Change Management, SDLC, Consulting, PMP, Account Management, Cross-functional Team..., Business Process..., New Business Development, IT Management, Business Intelligence, Visio
Education
San Francisco State University
Bachelor of Arts, Economics
Advent Software February 2007 - Present
Skills
Salesforce.com, Back Office, Financial Services, Business Analysis, Order Management, Relationship Management, Fixed Income, Requirements Gathering, Portfolio Management, Equities, Software Implementation, Hedge Funds, CRM, WebEx, Enterprise Software, Project Management
Education
The Graduate Center, City University of New York
Ph.D., Anthropology
Beth Israel Deaconess Medical Center April 2015 - Present
Pershing Advisor Solutions, a BNY Mellon Company November 2008 - April 2015
Schwab Institutional February 2006 - October 2008
Omgeo February 2002 - January 2006
Advent Software 1999 - 2001
Skills
CRM, Mutual Funds, Strategy, Series 7, Series 63, Business Development, Asset Management, Alternative Investments, Financial Services, Securities, Relationship Management, Portfolio Management, Sales, Wealth Management, Investments
Education
State University of New York College at Oswego 1981 — 1985
Bachelor of Science (B.S.), Accounting and Finance, Cum Laude Honors
Glu Mobile Inc. August 2005 - Present
Advent Software May 1998 - July 2005
Skills
Start-ups
Education
San Francisco State University 1989 — 1995
ba, accounting
Talend September 2014 - Present
Ooyala June 2012 - September 2014
SolarCity 2011 - 2012
Advent Software September 2004 - August 2011
Liberate Technologies 2002 - 2004
Adobe 1998 - 2000
Skills
Management, Cross-functional Team..., Financial Analysis, Revenue Recognition, Start-ups, Process Improvement, Finance, Accounting, CRM, Account Reconciliation, Analysis, SAP, Internal Controls, Accounts Receivable, Auditing
Education
Sonoma State University 1995 — 1997
Bachelor of Arts (B.A.), Economics
C.H. Robinson November 2003 - Present
Advent Software March 2002 - October 2003
Artistic Engineering April 2001 - March 2002
Skills
Transportation..., 3PL, 3D visualization, Air Freight, Supply Chain Management, Customs Brokerage, Sales, Transportation, Account Management, Forwarding, Truckload, Ocean, Freight, Freight Forwarding
Education
San Francisco State University, College of Business 1996 — 2002
Bachelors, Logistics Management
Advent Software January 2007 - Present
Center for Health Training September 1984 - November 2006
Skills
Training, System Administration, Public Speaking, Adobe Acrobat, Instructional Design, Customer Service, Business Analysis, Project Management, Program Management, Management, Social Media, Technical Training, Technical Documentation, Enterprise Software, Adobe Creative Suite, HTML
Education
San Francisco State University
Theatre Arts
SimCorp February 2007 - Present
CheckFree 2004 - February 2007
Advent Software 1999 - 2004
DDI Systems 1998 - 1999
Chase Manhattan Corporation 1997 - 1998
State Street Bank 1995 - 1997
Skills
Business Analysis, Back Office, Requirements Analysis, Business Requirements, Business Process, Analysis, Software Project..., Program Management, Requirements Gathering, Leadership, Microsoft SQL Server, Business Process..., Risk Management, Software Implementation, IT Strategy
Education
Suffolk University 1993 — 1995
Finance
Moscow State University of Engineering 1983 — 1988
MS, Engineering
GG en Rose May 2011 - Present
Mermaid Majesty, LLC May 2011 - Present
Self Employed October 2004 - Present
Eclectic Pictures January 2010 - December 2013
Advent Software February 2002 - June 2003
Incentive Systems May 2000 - May 2001
Advent Software March 1995 - May 2000
Skills
Lead Generation, Complex Sales, Decision Analysis, Idea Development, CRM, Solution Selling, Selling, Strategy, Sales Operations, Entrepreneurship, Marketing Strategy, Social Media Marketing, Sales, Leadership, Negotiation, Investments, Digital Media, Digital Marketing, Online Marketing, Start-ups, Salesforce.com, Advertising, SaaS
Education
British American Institute, Aix-en-Provence 2010 — 2011
French Conversation
The American University of Paris 1990 — 1990
French Conversation
University of Colorado, Boulder 1986 — 1990
B.A., Political Science
Advent Software 2001 - Present
Xpedior January 1999 - December 2000
Minerva Networks January 1997 - December 1998
Skills
Virtualization, Solaris, VMware, System Administration, Cloud Computing, Storage Area Networks, Linux, EMC Storage, HDS, NetApp, Unix
Education
San Francisco State University
BA
Advent Software January 2015 - Present
Advent Software January 2012 - January 2015
Advent Software October 2008 - January 2012
MSCI Barra February 2007 - January 2008
Skills
Axys, Equities, Advent, APX, Advent Geneva, Bloomberg, World Investor, Advent Partner, Hedge Funds, Market Data, Fund Accounting, Fund Administration, Asset Management, Microsoft SQL Server, Business Analysis, Financial Services, SQL, Salesforce.com, Mutual Funds, Enterprise Software
Education
San Francisco State University, College of Business 2005 — 2008
Business Administration, Concentration in Corporate Finance and Accounting
CCSF
Lowell
Advent Software June 2015 - Present
Skills
Maya, 3D Modeling, Illustration, Modeling, Photoshop, Traditional Animation, Texturing, Lighting, Administration, Event Planning, French, Italian, Zbrush, Rigging, UV mapping, Rendering, Art, Graphic Design, Digital Illustration, Character Animation, Digital Painting, Microsoft Office, Character Modeling, Illustrator, Concept Design, Drawing, OpenAir, Presentation Design, Management, Project Management, Customer Service
Education
San Jose State University 2009 — 2011
BFA
San Jose State University 2002 — 2007
BA
Advent Software April 2014 - Present
Advent Software March 2011 - April 2014
Advent Software August 2006 - February 2011
Skills
Enterprise Software, Cloud Computing, Integration, Product Management, SaaS, Requirements Analysis, Software Project..., Pre-sales, Agile Methodologies, Testing, Business Analysis, SQL, Salesforce.com, Databases, Microsoft SQL Server, SharePoint, CRM, Process Improvement, Project Management, Software Documentation, Technical Support, Troubleshooting
Education
San Jose State University 2000 — 2005
Bachelor of Science, Electrical Engineering
Various Large Bay Area Clients 2006 - Present
Houghton Mifflin Harcourt March 2004 - May 2005
Advent Software March 2003 - November 2003
Extensity Inc. April 1999 - January 2001
Skills
Leadership, Management, E-commerce, Strategy, Financial Modeling, Analytics, Business Planning, Start-ups, Business Strategy, Business Intelligence, Forecasting, Conceptual Modeling, Web Analytics, Cross Functional Teams, Market Sizing, Competitive Analysis, Product Portfolio..., Foreign Exchange..., Financial Process..., IPO, Mergers & Acquisitions, Performance Benchmarking, SaaS, Analysis, Budgeting, Pricing, Variable Compensation, Sales Operations, Contracts, Capacity Planning, Financial Systems, Adaptive Planning, Enterprise Software, Finance, Global Business Planning, Cross-functional Team...
Education
Stanford University
BS, Industrial Engineering
University of California, Berkeley, Haas School of Business
MBA, Finance, Marketing
University of Florida
Master of Science, Industrial Engineering
Consulting October 2014 - Present
Buxton January 2004 - September 2014
Advent Software January 2000 - April 2003
Skills
Data Warehousing, Data Analysis, Data Warehouse..., Analytics, Segmentation, Business Intelligence, Tableau, Alteryx, VB.NET, Data Flow, Microsoft SQL Server, Oracle, PL/SQL, CRM, Database Marketing, Campaign Management, Data Mining
Education
Texas A&M University
BS, Kinesiology - Sports Management
Advent Software May 2010 - Present
Advent Software October 2009 - May 2010
Advent Software March 2009 - October 2009
Advent Software March 2008 - March 2009
Franklin Templeton Investments 2006 - 2008
Advent Software 2004 - 2006
Advent Software 2001 - 2004
Skills
Salesforce.com, Sales Operations, Business Analysis, SaaS, Competitive Analysis, Process Improvement, CRM, Enterprise Software, Financial Analysis, Financial Reporting, Analytics, Forecasting, Data Analysis, Account Management, Essbase, Business Intelligence, Cross-functional Team..., Analysis, Finance, Strategy, Sarbanes-Oxley Act, Variance Analysis, Financial Accounting, Operational Excellence
Education
San Jose State University
BA, Journalism/Fine Art Photography
Advent Software July 2014 - Present
Advent Software August 2013 - July 2014
Advent Software 2011 - 2013
Advent Software 2010 - 2011
Lenos Software 2009 - 2009
One Economy Corporation 2007 - 2008
Video Game Design Pro 2006 - 2007
Skills
Troubleshooting, Technical Documentation, Analytical Skills, Requirements Gathering, Technical / Quality..., Database Design, Testing, Research & Analysis, Analysis, Technical Solutions, Program Management, Direct Client..., Performance Analysis, Confluence, JIRA, Salesforce.com, Quality Assurance, Quality Assurance..., Scrum, Agile Methodologies, Red Hat Linux, Unix, Perl, Project Management, Business Analysis
Education
San Francisco State University 2013 — 2015
Master of Business Administration (MBA)
Santa Clara Adult Education Center 2014 — 2014
Programming In Perl (Theory and Practice), Completed
San Francisco State University 2005 — 2009
Bachelor of Science (B.S.), Business Administration and Management, General
Bishop O'dowd High School 2001 — 2005
High School Diploma
Morgan Stanley January 2013 - Present
WinMill Software April 2012 - January 2013
UBS Wealth Management October 2005 - November 2011
ADP July 2001 - July 2005
Plural Inc June 1998 - June 2001
Micro Modeling Inc 1998 - 2001
Plural (Acquired by Dell Inc.) 1998 - 2001
Advent Software December 1994 - February 1998
Skills
SilkTest, QTP, VBScript, Microsoft Office, QA Automation, Quality Assurance, MS Project, Quality Center, SharePoint, Lean Sigma, Scope Management, Resource Management, Resource Allocation, Automation, Software Quality...
Education
San Joaquin Delta College 1984 — 1985
Business
University of Delaware 1982 — 1984
Business
Whitman College 1979 — 1981
Economics
Newark Senior High School
The Inn On First May 2007 - Present
The Inn On First 2007 - 2010
Advent Software 1997 - 2007
Xerox 1973 - 1981
Education
St. John Fisher College 1974 — 1983
BS Business Management, Business Management
Advent Software August 2014 - April 2015
Stanford University (Natural Capital Project) April 2012 - August 2014
St. Lawrence University January 2009 - December 2011
University of Notre Dame May 2011 - August 2011
Converge Networks Corporation May 2010 - August 2010
Converge Networks Corporation May 2009 - August 2009
Micro Center August 2007 - August 2008
Skills
Research, Proposal Writing, Java, C++, Android, Python, ArcGIS, Programming, Ubuntu, HTML, PHP
Education
Saint Lawrence University 2008 — 2011
Bachelor of Science (B.S.), Computer Science
Advent Software July 2014 - Present
Advent Software August 2013 - July 2014
Advent Software January 2012 - August 2013
Advent Software July 2010 - January 2012
Pantronix Corporation 2009 - 2010
MA Labs 2009 - 2009
Skills
Salesforce.com, SQL, Databases, Outlook, Technical Support, Software Documentation, Troubleshooting, Testing, Business Analysis, Problem Solving, Microsoft Office, SaaS, Enterprise Software, Process Improvement, Project Management, Project Planning, Team Management, Team Operations, Staff Development
Education
San Jose State University 2009 — 2010
MA, English and Comparative Literature
University of California, Davis
BA, English
AtHoc October 2014 - Present
DAVID Corporation October 2013 - October 2014
Advent Software February 2011 - October 2013
Mitek Analytics June 2008 - February 2011
Skills
APX, Troubleshooting, Networking, Microsoft SQL Server, SQL, SSRS, Windows Server, Performance Analysis, Agile Methodologies, Enterprise Software, Salesforce.com, Business Intelligence, Software Project..., SaaS
Education
San Jose State University 2008 — 2010
B.S., Computer Science, Minor in Business
iLEVEL Solutions January 2015 - Present
iLEVEL Solutions March 2014 - January 2015
iLevel Solutions November 2011 - March 2014
Advent Software July 2007 - November 2011
Advent Software July 2007 - December 2009
IBM May 2006 - August 2006
Skills
Salesforce.com, SaaS, Financial Services, Microsoft Excel, Project Management, Portfolio Management, Business Development, Business Analysis, Process Improvement, Sales, Management, Cloud Computing, Product Management, Requirements Analysis, CRM, Enterprise Software, Business Intelligence, Training, SDLC, Professional Services, Software Project..., Integration, Program Management, Consulting, SQL, Solution Selling
Education
Saint Thomas Aquinas College 2003 — 2007
Bachelors in Finance, Minor in Business and Math
Advent Software July 2011 - Present
Thomson Reuters Corporation January 2011 - August 2011
Thomson Reuters Corporation February 2006 - December 2010
Skills
SQL, SSIS, SSRS, XHTML, CSS, PHP, ColdFusion, Windows Server 2008, IIS, Hyper-V, Virtual PC, Unix, Geneva
Education
Syracuse University
BA, Psychology
Merrimac Corp. August 2013 - Present
Weiler Arnow Mgt Co. Inc. March 2006 - August 2013
Schottenfeld Group LLC October 2004 - March 2006
Evaluation Associates April 2004 - October 2004
Advent Software September 2000 - March 2003
Skills
Microsoft Excel, Financial Accounting, Investments, Account Reconciliation, Business Analysis, Loans, Internal Audit, Cost Accounting, Due Diligence, Analysis, Financial Statements, Fixed Income, Hedge Funds, Management, Financial Analysis, Portfolio Management, Derivatives, Equities, Mutual Funds
Education
The Ohio State University 1996 — 2000
Bachelor of Arts (BA), Economics
Advent Software June 2012 - Present
Education
State University of New York College at Brockport
B.A. Sociology
Advent Software September 2010 - Present
InvestTech Systems Consulting October 2007 - September 2010
Skills
Business Analysis, Project Management, Accounting, Fund Accounting, Data Conversion, Agile Methodologies, VBA, General Ledger, Alternative Investments, Financial Accounting, RSL, G/L Reconciliations, P&L reconciliation, SQL, RDL
Education
Temple University 1994 — 1996
Bachelor of Arts (B.A.), Finance, General
Advent Software March 2008 - Present
Bright Horizons August 2007 - March 2008
Lombardi Sports December 1999 - March 2008
Education
San Francisco State University 2002 — 2007
Bachelor of Science (BS), Liberal Arts and Sciences/Liberal Studies
Advent Software February 2008 - Present
Skills
Agile Methodologies, Test Automation, Scrum, SQL, XML, Microsoft SQL Server, Software Quality..., Testing, Unix, Test Planning, Enterprise Software, Perl
Education
San Jose State University 2001 — 2006
Bachelor of Science (BS), Management Information Systems, General
Hewlett-Packard July 2014 - Present
Advent Software April 2013 - June 2013
Exploratorium January 2011 - January 2011
Skills
Communication, Team Building, Organization, Recruiting, Sales, Fundraising
Education
Skyline College 2013 — 2015
Gateway High School 2008 — 2013