Advent Software

Industry: Software company

Description

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

Advent Software List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Advent Software. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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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
Ilya Mirkin, MBA Ilya Mirkin, MBA Greater New York City Area Details
Ilya Mirkin, MBA's Advent Software Experience April 2014 - Present
Job Senior Client Support Specialist
Industry Computer Software
Experience
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

Doug Forseth Doug Forseth San Francisco Bay Area Details
Doug Forseth's Advent Software Experience July 2014 - April 2015
Job SystemsStorage Engineer at Fremont Bank
Industry Information Technology and Services
Experience
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

Justin Ritchie Justin Ritchie San Francisco Bay Area Details
Justin Ritchie's Advent Software Experience February 2011 - Present
Job Senior Director, Finance at Advent Software
Industry Computer Software
Experience
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

Alan Tikwart Alden Alan Tikwart Alden San Francisco, California Details
Alan Tikwart Alden's Advent Software Experience October 2000 - July 2003
Job Director of Business Development at One Degree World Systems, Inc
Industry Internet
Experience
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

Bridget Brown Bridget Brown San Francisco, California Details
Bridget Brown's Advent Software Experience October 2014 - Present
Job Global Client Support
Industry Computer Software
Experience
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

Bob Hagenau Bob Hagenau San Francisco Bay Area Details
Bob Hagenau's Advent Software Experience 1995 - 1997
Job CEO and Cofounder at Phylagen
Industry Computer Software
Experience
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

Stephen Comstock Stephen Comstock San Francisco Bay Area Details
Stephen Comstock's Advent Software Experience April 2012 - July 2015
Job Business Analyst at D+H
Industry Marketing and Advertising
Experience
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

Craig Benson Craig Benson San Francisco Bay Area Details
Craig Benson's Advent Software Experience 1995 - 1999
Job Software Engineer
Industry Computer Software
Experience
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

Sunny Dalal Sunny Dalal San Francisco Bay Area Details
Sunny Dalal's Advent Software Experience June 2011 - October 2011
Job Consultant at Deloitte
Industry Information Technology and Services
Experience
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

David Geib David Geib San Francisco Bay Area Details
David Geib's Advent Software Experience July 2013 - Present
Job Custom Engineer at Advent Software
Industry Computer Software
Experience
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

Larry Ho Larry Ho San Francisco Bay Area Details
Larry Ho's Advent Software Experience December 2014 - Present
Job Senior Marketing Specialist at Advent Software
Industry Computer Software
Experience
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

Rose Tachis Rose Tachis San Francisco Bay Area Details
Rose Tachis's Advent Software Experience January 2015 - Present
Job Senior Marketing Specialist at Advent Software
Industry Computer Software
Experience
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

Coleen Dalton Coleen Dalton San Francisco Bay Area Details
Coleen Dalton's Advent Software Experience 2006 - Present
Job Technical Writer at Advent Software
Industry Computer Software
Experience
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

Brantly Mitchell Brantly Mitchell Jacksonville, Florida Area Details
Brantly Mitchell's Advent Software Experience March 2015 - Present
Job Data Analyst at Advent Software
Industry Financial Services
Experience
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

Joshua Kaan Joshua Kaan San Francisco Bay Area Details
Joshua Kaan's Advent Software Experience June 2010 - August 2011
Job Showing That @YesYouKaan Succeed with Social Recruiting
Industry Online Media
Experience
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

Colleen Blakelock Colleen Blakelock San Francisco Bay Area Details
Colleen Blakelock's Advent Software Experience November 2014 - Present
Job Release Manager at Advent Software
Industry Computer Software
Experience
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

John Lehner John Lehner Greater Boston Area Details
John Lehner's Advent Software Experience 1989 - 1995
Job Chairman at Eagle Investment Systems
Industry Computer Software
Experience
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

Gage Gorman Gage Gorman Greater Los Angeles Area Details
Gage Gorman's Advent Software Experience April 2012 - Present
Job Business Analyst; Executive Management; Business Leader
Industry Financial Services
Experience
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

Michael Alderson Michael Alderson Austin, Texas Details
Michael Alderson's Advent Software Experience January 2014 - May 2015
Job Enterprise AE Dropbox for Business: Enables collaboration through easy to use and secure file sync and storage solutions
Industry Computer Software
Experience
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

Liz Amaral Liz Amaral Menlo Park, California Details
Liz Amaral's Advent Software Experience June 1992 - June 2003
Job Product Management / Marketing for B2B2C
Industry Computer Software
Experience
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

Ethan Tabachnick Ethan Tabachnick San Francisco Bay Area Details
Ethan Tabachnick's Advent Software Experience July 2012 - Present
Job Senior Support Specialist at Advent Software
Industry Computer Software
Experience
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

Marjorie Tornatore, Marjorie Tornatore, New York, New York Details
Marjorie Tornatore,'s Advent Software Experience March 2007 - February 2013
Job Luxury Residential & Commercial Specialist / Certified International Property Specialist (CIPS)
Industry Real Estate
Experience
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

Geri Rebstock Geri Rebstock San Francisco Bay Area Details
Geri Rebstock's Advent Software Experience October 2000 - August 2006
Job Lead Technical Writer at salesforce.com
Industry Information Technology and Services
Experience
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

Fangyu Ding Fangyu Ding Sunnyvale, California Details
Fangyu Ding's Advent Software Experience 2000 - 2003
Job
Industry Computer Software
Experience
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

Reza Farpour Reza Farpour San Francisco Bay Area Details
Reza Farpour's Advent Software Experience 2006 - 2009
Job Elite Support Manager at Marketo
Industry Computer Software
Experience
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

Michelle Jeong Michelle Jeong San Francisco Bay Area Details
Michelle Jeong's Advent Software Experience 1992 - 1996
Job
Industry Management Consulting
Experience
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

Charles Darling Charles Darling Santa Clara, California Details
Charles Darling's Advent Software Experience January 2015 - Present
Job Financial Analyst at Advent Software
Industry Accounting
Experience
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

Chen Qian Chen Qian San Francisco Bay Area Details
Chen Qian's Advent Software Experience September 2013 - Present
Job Software Engineer at Advent Software
Industry Computer Software
Experience
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

Christopher Viola, MBA Christopher Viola, MBA Orange County, California Area Details
Christopher Viola, MBA's Advent Software Experience 1992 - 1998
Job Senior Product Manager at Kelley Blue Book
Industry Marketing and Advertising
Experience
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

Reece Duca Reece Duca Santa Barbara, California Area Details
Reece Duca's Advent Software Experience June 1987 - November 1997
Job Partner at IGSB
Industry E-Learning
Experience
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

Britney Chow Britney Chow San Francisco Bay Area Details
Britney Chow's Advent Software Experience November 2014 - Present
Job Sr. HR Coordinator at Advent Software
Industry Human Resources
Experience
Advent Software   November 2014 - Present
Saks Fifth Avenue  November 2011 - Present

Education
San Jose State University
Human Resources Management

Robert Castillo Robert Castillo San Francisco Bay Area Details
Robert Castillo's Advent Software Experience 2007 - 2007
Job Google Street View Operations Lead for LATAM
Industry Information Technology and Services
Experience
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

Chia Xiong Chia Xiong San Francisco Bay Area Details
Chia Xiong's Advent Software Experience June 2013 - September 2013
Job Customer Demand Generation Programs Marketing Specialist at Marketo
Industry Marketing and Advertising
Experience
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

Paul Hui Paul Hui San Francisco Bay Area Details
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

Richard Cummings Richard Cummings San Francisco Bay Area Details
Richard Cummings's Advent Software Experience 2004 - 2007
Job SEO, Social Media, & Web Developer | Technical Trainer/Writer | Project Manager
Industry Internet
Experience
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

George Seiters George Seiters Greater Nashville Area Details
George Seiters's Advent Software Experience September 1999 - January 2004
Job Building innovative solutions
Industry Internet
Experience
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

Andrew Loomis Andrew Loomis Greater New York City Area Details
Andrew Loomis's Advent Software Experience January 2013 - August 2014
Job Program Manager at NewsCred
Industry Information Technology and Services
Experience
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

Christopher Wiebe Christopher Wiebe San Francisco, California Details
Christopher Wiebe's Advent Software Experience February 2015 - Present
Job Advent Specialist (Lead Development Rep) at Advent Software
Industry Computer Software
Experience
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

Chad Uber Chad Uber Tampa/St. Petersburg, Florida Area Details
Chad Uber's Advent Software Experience January 2000 - October 2004
Job Software Developer In Test At Phreesia
Industry Computer Software
Experience
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

Alan S. Yu Alan S. Yu San Francisco Bay Area Details
Alan S. Yu's Advent Software Experience July 2014 - Present
Job Manager, Information Technology at Advent Software
Industry Information Technology and Services
Experience
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

James O'Donoghue James O'Donoghue South San Francisco, California Details
James O'Donoghue's Advent Software Experience August 2014 - Present
Job Associate Software Engineer at Advent Software
Industry Computer Software
Experience
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

Jonathan Soja Jonathan Soja San Francisco Bay Area Details
Jonathan Soja's Advent Software Experience January 2011 - January 2013
Job Account Director at FIS Mobile
Industry Computer Software
Experience
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

Sarah McGrath Sciortino Sarah McGrath Sciortino Greater New York City Area Details
Sarah McGrath Sciortino's Advent Software Experience March 2011 - Present
Job Sales Account Executive at Advent Software
Industry Computer Software
Experience
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

Selena Strader Selena Strader Philadelphia, Pennsylvania Details
Selena Strader's Advent Software Experience August 2010 - Present
Job Contracts Facilitator at Advent Software
Industry Computer Software
Experience
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.)

Raj H. Patel Raj H. Patel San Francisco Bay Area Details
Raj H. Patel's Advent Software Experience July 2008 - July 2009
Job Sr. Director, Corporate and Field Marketing at Virtual Instruments
Industry Computer Software
Experience
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

Samantha Platt Samantha Platt San Francisco Bay Area Details
Samantha Platt's Advent Software Experience March 2013 - January 2014
Job Partner Relations and Sales Manager at Trantor
Industry Information Technology and Services
Experience
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

Jennifer Sutton Jennifer Sutton New York, New York Details
Jennifer Sutton's Advent Software Experience January 2011 - December 2014
Job Data Analyst
Industry Computer Software
Experience
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

Eric Woodruff Eric Woodruff San Francisco, California Details
Eric Woodruff's Advent Software Experience April 2007 - July 2013
Job Sr. Operations Manager
Industry Financial Services
Experience
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

Noah Starr Noah Starr United States Details
Noah Starr's Advent Software Experience June 2014 - September 2014
Job Campaign Organizer at SF Housing Now, Yes on A
Industry Public Policy
Experience
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)

Zdravko Daskalov Zdravko Daskalov Fort Myers, Florida Details
Zdravko Daskalov's Advent Software Experience April 2001 - August 2003
Job Educational Consultant at MD Solutions, LLC
Industry Financial Services
Experience
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

Brian Scully Brian Scully San Francisco Bay Area Details
Brian Scully's Advent Software Experience May 1995 - August 1998
Job Owner at PRUnderground.com
Industry Internet
Experience
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

Chris Spediacci Chris Spediacci Jacksonville, Florida Area Details
Chris Spediacci's Advent Software Experience October 2008 - Present
Job Sr. Manager, Advent OnDemand Services
Industry Computer Software
Experience
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

Martin Rosse Martin Rosse San Francisco Bay Area Details
Martin Rosse's Advent Software Experience January 2007 - September 2007
Job Senior Technical Writer
Industry Computer Software
Experience
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

Aaron Marshall Aaron Marshall San Francisco, California Details
Aaron Marshall's Advent Software Experience April 2010 - March 2012
Job IT Asset Management (CSAM & CHAMP), IT Procurement, Vendor Management and Data Analytics & Reporting
Industry Logistics and Supply Chain
Experience
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.

Geoff Stubson Geoff Stubson San Francisco Bay Area Details
Geoff Stubson's Advent Software Experience July 2002 - April 2003
Job CFO ARES Project Management
Industry Computer Software
Experience
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

Jackie Coffee Jackie Coffee Greater New York City Area Details
Jackie Coffee's Advent Software Experience July 2005 - March 2006
Job
Industry Financial Services
Experience
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

Phillip Moy, CPA Phillip Moy, CPA San Francisco Bay Area Details
Phillip Moy, CPA's Advent Software Experience April 2013 - Present
Job Sr. Manager Accounting
Industry Accounting
Experience
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

Ismael Ramirez Ismael Ramirez San Francisco Bay Area Details
Ismael Ramirez's Advent Software Experience 2005 - 2007
Job Sr Pricing Manager at FireEye, Inc.
Industry Consumer Services
Experience
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

Perry Zhou Perry Zhou San Francisco Bay Area Details
Perry Zhou's Advent Software Experience April 2011 - Present
Job Sr. Market Data Analyst at Advent Software
Industry Financial Services
Experience
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

Allia McCrank Allia McCrank San Francisco Bay Area Details
Allia McCrank's Advent Software Experience January 2007 - September 2010
Job Director, Global Compensation and Equity at Informatica
Industry Human Resources
Experience
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

Louie Diestro Louie Diestro San Francisco Bay Area Details
Louie Diestro's Advent Software Experience January 2011 - January 2013
Job Application Engineer at Advent Software
Industry Computer Software
Experience
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

Pammela (Savage) Ranaldi Pammela (Savage) Ranaldi Greater New York City Area Details
Pammela (Savage) Ranaldi's Advent Software Experience December 1990 - 1993
Job Sr. Account Executive at Teradata
Industry Financial Services
Experience
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

Emmanuel Partida Emmanuel Partida San Francisco Bay Area Details
Emmanuel Partida's Advent Software Experience 2005 - 2006
Job Sales Engineer at Actuate
Industry Computer Software
Experience
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

Rob Drawsky Rob Drawsky San Francisco Bay Area Details
Rob Drawsky's Advent Software Experience April 2014 - Present
Job Principal Software Engineer at Advent Software
Industry Computer Software
Experience
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

Scott Baines Scott Baines San Francisco Bay Area Details
Scott Baines's Advent Software Experience September 2007 - November 2008
Job Sr.Manager IT Engineering & Infrastructure Delivery at Ross Stores
Industry Information Technology and Services
Experience
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

Judith Kohn Judith Kohn Greater New York City Area Details
Judith Kohn's Advent Software Experience February 2007 - Present
Job Senior Instructional Designer at Advent Software
Industry Financial Services
Experience
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

Frank Wixted Frank Wixted Greater Boston Area Details
Frank Wixted's Advent Software Experience 1999 - 2001
Job Development Officer, Beth Israel Deaconess Medical Center
Industry Financial Services
Experience
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

Daisy Lee Daisy Lee San Francisco Bay Area Details
Daisy Lee's Advent Software Experience May 1998 - July 2005
Job Accounting Manager at Glu Mobile Inc.
Industry Entertainment
Experience
Glu Mobile Inc.  August 2005 - Present
Advent Software   May 1998 - July 2005

Skills
Start-ups

Education
San Francisco State University   1989 — 1995
ba, accounting

Robert Matthews Robert Matthews San Francisco Bay Area Details
Robert Matthews's Advent Software Experience September 2004 - August 2011
Job Sr. Revenue Manager at Talend
Industry Computer Software
Experience
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

J.R. Yetter J.R. Yetter Greater Los Angeles Area Details
J.R. Yetter's Advent Software Experience March 2002 - October 2003
Job Manager Business Development at C.H. Robinson
Industry Logistics and Supply Chain
Experience
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

Carl Lucania Carl Lucania San Francisco Bay Area Details
Carl Lucania's Advent Software Experience January 2007 - Present
Job Trainer, Instructional Designer at Advent Software
Industry Information Technology and Services
Experience
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

Alexander Fishbeyn Alexander Fishbeyn Greater New York City Area Details
Alexander Fishbeyn's Advent Software Experience 1999 - 2004
Job Senior Business Consultant at SimCorp
Industry Financial Services
Experience
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

Gina Greblo Gina Greblo Greater Los Angeles Area Details
Gina Greblo's Advent Software Experience February 2002 - June 2003
Job High Energy Entrepreneur
Industry Internet
Experience
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

Richard Xie Richard Xie San Francisco Bay Area Details
Richard Xie's Advent Software Experience 2001 - Present
Job Storage Architect / Sr. Unix Systems Engineer at Advent Software
Industry Computer Software
Experience
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

Edmond Lau Edmond Lau San Francisco Bay Area Details
Edmond Lau's Advent Software Experience January 2015 - Present
Job Senior QA Engineer at Advent Software
Industry Financial Services
Experience
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

Emily Kruger Emily Kruger San Francisco, California Details
Emily Kruger's Advent Software Experience June 2015 - Present
Job Operations Team Lead at Advent Software
Industry Computer Software
Experience
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

BRIAN HAMBRE BRIAN HAMBRE San Francisco Bay Area Details
BRIAN HAMBRE's Advent Software Experience April 2014 - Present
Job Senior Business Analyst at Advent Software
Industry Computer Software
Experience
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

Scully Susan Scully Susan Greater Boston Area Details
Scully Susan's Advent Software Experience April 2008 - January 2013
Job Senior Operations Analyst at Advent Software
Industry Financial Services
Experience
Advent Software   April 2008 - January 2013
Talbots  2007 - 2008
omgeo  2001 - 2003

Education
Simmons College

Gene Durnell, MBA Gene Durnell, MBA San Francisco Bay Area Details
Gene Durnell, MBA's Advent Software Experience March 2003 - November 2003
Job Financial Analysis to Drive Change|Thought Leadership|Modeling|Strategy
Industry Management Consulting
Experience
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

Carrie Fulghum Carrie Fulghum Dallas/Fort Worth Area Details
Carrie Fulghum's Advent Software Experience January 2000 - April 2003
Job Sr Marketing Data Analyst
Industry Information Technology and Services
Experience
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

Debbie Cain Debbie Cain San Francisco Bay Area Details
Debbie Cain's Advent Software Experience May 2010 - Present
Job Renewals Billing Analyst at Advent Software
Industry Computer Software
Experience
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

Kyle Joshua Collins Kyle Joshua Collins San Francisco Bay Area Details
Kyle Joshua Collins's Advent Software Experience July 2014 - Present
Job Quality Assurance Engineer at Advent Software
Industry Computer Software
Experience
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

Tom Woodman Tom Woodman Greater New York City Area Details
Tom Woodman's Advent Software Experience December 1994 - February 1998
Job Vice President Quality Assurance and Production Management
Industry Financial Services
Experience
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

Jamie Cherry Jamie Cherry San Francisco Bay Area Details
Jamie Cherry's Advent Software Experience 1997 - 2007
Job Owner/Operator at The Inn On First
Industry Hospitality
Experience
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

Kathryn Glowinski Kathryn Glowinski Boston, Massachusetts Details
Kathryn Glowinski's Advent Software Experience August 2014 - April 2015
Job Software Engineer at Quantopian
Industry Computer Software
Experience
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

Angel Carag Angel Carag San Francisco Bay Area Details
Angel Carag's Advent Software Experience July 2014 - Present
Job Manager, Global Client Services at Advent Software
Industry Financial Services
Experience
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

Max Gorinevsky Max Gorinevsky San Francisco Bay Area Details
Max Gorinevsky's Advent Software Experience February 2011 - October 2013
Job Technical Support Engineer at AtHoc
Industry Information Technology and Services
Experience
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

Christina Cifra Christina Cifra New York, New York Details
Christina Cifra's Advent Software Experience July 2007 - November 2011
Job Client Solutions Manager at iLevel Solutions
Industry Computer Software
Experience
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

Charles Krastin Charles Krastin Greater Boston Area Details
Charles Krastin's Advent Software Experience July 2011 - Present
Job Client Support Analyst at Advent Software
Industry Information Technology and Services
Experience
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

Anthony Tornambe Anthony Tornambe Greater New York City Area Details
Anthony Tornambe's Advent Software Experience September 2000 - March 2003
Job Family Office
Industry Financial Services
Experience
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

Julie Buffolino Julie Buffolino Jacksonville, Florida Details
Julie Buffolino's Advent Software Experience June 2012 - Present
Job Financial Services Learning Professional
Industry Financial Services
Experience
Advent Software   June 2012 - Present

Education
State University of New York College at Brockport
B.A. Sociology

Michael Busk Michael Busk Philadelphia, Pennsylvania Details
Michael Busk's Advent Software Experience September 2010 - Present
Job Senior Consultant at Advent Software
Industry Computer Software
Experience
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

kin sin kin sin San Francisco, California Details
kin sin's Advent Software Experience March 2008 - Present
Job Billing Analyst at Advent Software
Industry Computer Software
Experience
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

Chad Ruiz Chad Ruiz San Francisco Bay Area Details
Chad Ruiz's Advent Software Experience February 2008 - Present
Job Staff QA Engineer at Advent Software
Industry Computer Software
Experience
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

Rafael Solorio Rafael Solorio San Francisco, California Details
Rafael Solorio's Advent Software Experience April 2013 - June 2013
Job Student at Skyline College
Industry
Experience
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

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