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
Lisa Choi Lisa Choi San Francisco Bay Area Details
Lisa Choi's Advent Software Experience October 1998 - November 1999
Job DataDriven Enterprise Sales Oracle Marketing Cloud
Industry Marketing and Advertising
Experience
Oracle  February 2015 - Present
AgilOne  July 2013 - February 2015
Oracle  July 2011 - July 2013
Vitrue (acquired by Oracle)   July 2011 - July 2012
Context Optional (acquired by Adobe)   August 2010 - July 2011
Responsys  May 2008 - September 2010
XOJET  December 2006 - April 2008
Salesforce.com  June 2005 - December 2006
Ariba,Inc.   November 1999 - June 2005
Advent Software   October 1998 - November 1999

Skills
Strategic Partnerships, CRM, Lead Generation, Salesforce.com, Enterprise Software, E-commerce, Email Marketing, SaaS, Social Media Marketing, Solution Selling, Strategy, Customer Lifecycle..., Social Media, Social Marketing, Analytics, Digital Marketing, Mobile Devices, Business Development, Go-to-market Strategy, Online Marketing, Integrated Marketing, Integration, Cross-functional Team..., Professional Services, Management, Team Leadership, Entrepreneurship, Start-ups, Product Management, Marketing, Leadership, Program Management, Sales Management, Business Alliances, Mobile Applications, Direct Sales, Sales, Web Analytics, Selling, Product Marketing, Enterprise Solution..., Marketing Automation, Enterprise Technology..., Cross Media Marketing, Demand Generation, Mobile Marketing, Channel Partners, Online Advertising, Competitive Analysis, Software Industry

Education
University of California San Diego   1992 — 1996
BA, Political Science, Economics, Communications

UC San Diego School of Global Policy and Strategy (GPS)   1992 — 1996
Bachelor of Arts (B.A.), Latin American Studies

Jeffrey Bautista Jeffrey Bautista Greater New York City Area Details
Jeffrey Bautista's Advent Software Experience 2005 - 2007
Job Senior Manager, Client Relations / Customer Success
Industry Information Technology and Services
Experience
VolunteerMatch  2010 - Present
Advent Software   2005 - 2007
Citi  2004 - 2005

Skills
Corporate Social..., Management, Program Management, Employee Engagement, Online Marketing, HTML, Customer Relations, Training, Product Management, CRM, SQL, Google Analytics, Email Marketing, SEO, Public Speaking, Business Analysis, Customer Service, Strategy Development, Wordpress, Agile Methodologies, Strategy, Social Media, Leadership, Event Planning, Nonprofits

Education
University of California, Berkeley   1999 — 2003
Bachelor of Arts, Information Management Systems

James Logan High School

Joel McNierney Joel McNierney San Francisco Bay Area Details
Joel McNierney's Advent Software Experience September 2008 - February 2012
Job Investment Systems Reporting Engineer at First Republic Bank
Industry Financial Services
Experience
First Republic Bank  November 2012 - Present
Independent  February 2012 - November 2012
Advent Software   September 2008 - February 2012
Deutsche Bank  February 2007 - August 2008

Skills
Data Visualization, Web Development, SQL, .NET, Android, HTML, CSS, PHP, Axys, Advent APX, Advent Moxy, Advent Axys, Advent Revenue Center, Linux, Windows Server, Java, Node.js

Education
University of California, Berkeley   2009 — 2009
Post-Baccalaureate Coursework, Database Design and Administration

University of California, San Diego   2007 — 2008
Post-Baccalaureate Coursework, Finance, Accounting

University of Colorado Boulder   2003 — 2006
BA, Economics

Jill Vanoncini Jill Vanoncini San Francisco, California Details
Jill Vanoncini's Advent Software Experience May 2010 - January 2013
Job Content Strategist at EXTRACTABLE
Industry Internet
Experience
EXTRACTABLE  November 2013 - Present
Self-Employed  January 2013 - November 2013
Advent Software   May 2010 - January 2013
Self-Employed  March 2009 - May 2010
Wordwright Communications, Inc.   August 2005 - March 2009
Genentech, Inc.   August 2003 - June 2005
Self-Employed  March 2000 - August 2003
Intuit Inc.  August 1999 - March 2000
Intuit  December 1997 - August 1999
Intuit  January 1997 - November 1997

Skills
User Experience, Web Content, Interaction Design, Communications Strategy, Content Strategy, Writing, Editing, Content Management, Information Design, Social Media, Information Architecture, Graphic Design, Marketing Communications, Strategic Communications, Communications Planning, Project Management, Corporate Communications, Internal Communications, Employee Engagement, Training, Content Development, Copywriting, Technical Writing, Video, Change Management, Adobe Creative Suite, Dreamweaver, HTML, CSS, CMS, Microsoft Office, Digital Strategy, Digital Media, User Interface, Blogging

Education
Design Thinking Action Lab

University of California, Berkeley
B.A. with Honors, English Literature

Derek Liu Derek Liu San Francisco Bay Area Details
Derek Liu's Advent Software Experience June 2012 - August 2012
Job User Acquisition Manager at PLAYSTUDIOS
Industry Computer Games
Experience
PLAYSTUDIOS  September 2015 - Present
PLAYSTUDIOS  March 2015 - August 2015
PLAYSTUDIOS  September 2014 - March 2015
PlayNext (formerly Aeria Games & Entertainment)   June 2013 - September 2014
Petris Center on Health Care Markets & Consumer Welfare   August 2012 - September 2012
Advent Software   June 2012 - August 2012
Vyew   May 2010 - September 2010
Center for Weight and Health   February 2010 - May 2010

Skills
Microsoft Excel, Data Analysis, Monetization, Mobile Marketing, Product Marketing, Advertising, Mandarin, SQL, Mobile Games, Exploratory Data..., Statistical Data..., Microsoft Office, English, Stata, Salesforce.com, Tactical Sales Planning, Game Theory

Education
University of California, Berkeley
Bachelor of Arts (B.A.), Economics

James Logan High School

Murray Millson Murray Millson Boston, Massachusetts Details
Murray Millson's Advent Software Experience October 2007 - Present
Job Senior Analyst at Advent Software
Industry Financial Services
Experience
Advent Software   October 2007 - Present
Buck Institute for Age Research  2005 - October 2007

Skills
Salesforce.com, SQL, Competitive Analysis, SaaS, SQL Server, Scrum, Microsoft SQL Server, SSRS, Business Analysis, Databases, Requirements Analysis, Data Analysis, Business Intelligence, Analytics, Software Project..., SharePoint, Agile Methodologies, Enterprise Software, Integration, Cloud Computing

Education
University of California, Berkeley   2000 — 2005
Bachelors of Science, Biology

Rachelle Ann Campbell Rachelle Ann Campbell New York, New York Details
Rachelle Ann Campbell's Advent Software Experience 2009 - 2013
Job Director, IT at Apple
Industry Computer Software
Experience
Apple  2013 - Present
Advent Software   2009 - 2013
Google  2005 - 2009
Yahoo!  1999 - 2004

Skills
Information Management, System Administration, Computer Network..., Network Security, Security, ITIL, IT Operations, Data Center, Cloud Computing, Disaster Recovery, IT Management, IT Strategy, Enterprise Software, VMware, IT Service Management, Unix

Education
University of California, Los Angeles   2004 — 2006
MBA

University of California, Berkeley   1994 — 1998
BS Computer Science

Nicole (Quilici) Blacksburg Nicole (Quilici) Blacksburg San Francisco Bay Area Details
Nicole (Quilici) Blacksburg's Advent Software Experience November 2007 - July 2011
Job
Industry Legal Services
Experience
NQB Legal   July 2011 - Present
Kohler Law Group   August 2011 - May 2015
Advent Software   November 2007 - July 2011
California State Automobile Association (AAA)   May 2005 - October 2007
Gymboree  July 2003 - October 2004
Perkins Coie LLP  October 1999 - July 2003
Gray Cary Ware & Friedenrich   October 1997 - October 1999

Skills
Licensing, Licensing Agreements, Negotiating Contracts, Intellectual Property, Contract Negotiation, Corporate Law, Copyright Law, Negotiation, Legal Writing, Software Licensing, Legal Assistance, Legal Advice, Start-ups, SaaS, Privacy Law, Mergers & Acquisitions, Strategy, Legal Issues, Data Privacy

Education
University of California, Davis - School of Law   1994 — 1997
J.D., Law

California Bar Admission

University of Oregon   1986 — 1990
B.A., Philosophy

Marianne Kohlmann Marianne Kohlmann San Francisco Bay Area Details
Marianne Kohlmann's Advent Software Experience December 2010 - December 2012
Job Software Consultant at Colville Consulting
Industry Information Technology and Services
Experience
Hutchinson Capital Management   June 2015 - Present
Colville Consulting   June 2014 - Present
Advent Software   December 2010 - December 2012
Advent Software   November 2007 - December 2010
Advent Software   February 2007 - November 2007
Advent Software   November 2004 - February 2007
Advent Software   November 2000 - November 2004
PaineWebber  November 1998 - September 2000

Skills
APX, Cold Calling, Instructor-led Training, Account Reconciliation, Series 7, Series 63, Enterprise Software, Project Management, Moxy, APX, Moxy, Axys and..., Cloud Computing, Management, Consulting, SQL, Product Management, Process Improvement, Financial Services, Salesforce.com, Portfolio Management, CRM, Hedge Funds

Education
University of California, Davis   1985 — 1990
B.A., English and French, A

Brandon Carag Brandon Carag San Francisco Bay Area Details
Brandon Carag's Advent Software Experience April 2014 - November 2014
Job Web Developer
Industry Computer Software
Experience
Critical Juncture   February 2015 - Present
Learn To Be Foundation  September 2014 - January 2015
Advent Software   April 2014 - November 2014
Advent Software   July 2012 - April 2014
Advent Software   May 2011 - July 2012
CCS  January 2009 - June 2011
Deloitte & Touche LLP  2007 - 2007

Skills
Ruby, Ruby on Rails, Test Driven Development, RSpec, HTML, Web Development, SQL, Microsoft SQL Server, ERB, Git, HAML, Twitter Bootstrap, HTTP, Teaching, Information Technology, Technical Documentation, Advent, portfolio accounting, Corporate Training, APX, Axys, Github, technical support

Education
Tea Leaf Academy
Ruby on Rails Web Development

University of California, Berkeley - Walter A. Haas School of Business   2005 — 2007
Bachelor of Science (B.S.), Business Administration

Rosemary Jammal Rosemary Jammal San Francisco Bay Area Details
Rosemary Jammal's Advent Software Experience August 2013 - May 2014
Job Software Engineer at Google
Industry Computer Software
Experience
Google  September 2014 - Present
Advent Software   August 2013 - May 2014
Advent Software   April 2013 - May 2014
Advent Software   October 2011 - March 2013
Advent Software   October 2010 - October 2011
Hayward Unified School District  August 2009 - June 2010
Berkeley Student Cooperative  July 2006 - June 2007
Tania Lombrozo   January 2007 - May 2007
American Cultures Subcommittee   November 2005 - May 2006
UC Berkeley  August 2005 - May 2006

Skills
JavaScript, Backbone.js, Ruby, Ruby on Rails, SQL, Web Development, Microsoft Excel, Git, Microsoft SQL Server, Python, Java, C#, Data Analysis, Technical Writing, Customer Service, Analysis, Teaching, Research, Statistics, Social Media, Microsoft Office, Public Speaking, HTML, jQuery, CSS3, CSS

Education
AppAcademy   2014 — 2014
Web Development

University of California, Berkeley   2007 — 2009
Masters, Education

UC Berkeley   2003 — 2007
B.A, Cognitive Science

Ricky Bhullar Ricky Bhullar San Francisco Bay Area Details
Ricky Bhullar's Advent Software Experience July 2013 - Present
Job Software Engineer at Advent Software
Industry Computer Software
Experience
Advent Software   July 2013 - Present
Advent Software   June 2012 - July 2013
Altera  June 2011 - May 2012
University of California, Riverside  July 2010 - December 2010

Skills
C++, C, Mac OS X, Java, MySQL, Objective-C, Eclipse, Linux, Windows, Xcode, Visual Studio, Programming Languages, PostgreSQL, iOS development

Education
University of California, Riverside   2007 — 2011
BS, Computer Engineering

Hai Huynhlam Hai Huynhlam San Francisco Bay Area Details
Hai Huynhlam's Advent Software Experience July 2014 - Present
Job Associate Software Engineer at Advent Software
Industry Computer Software
Experience
Advent Software   July 2014 - Present
Regency Web Services, Inc   September 2013 - June 2014
Pacific Life  June 2012 - July 2013
UC Irvine  December 2010 - June 2012
Conversation LinkUP   July 2010 - December 2010

Skills
User Interface..., Software Engineering, Agile Methodologies, Test Driven Development, Continuous Integration, CSS, JavaScript, SQL, Node.js, Git

Education
University of California, Irvine   2009 — 2014
Bachelor's Degree, Computer Science and Engineering

John Tribe-Jones John Tribe-Jones Oakland, California Details
John Tribe-Jones's Advent Software Experience August 2008 - Present
Job Operations Engineer at Advent Software
Industry Computer Software
Experience
Advent Software   August 2008 - Present

Skills
System Monitoring, Powershell, VBScript, VB.NET, Windows Batch, Microsoft SQL Server, T-SQL, Dell OpenManage, SiteScope, VMware, FTP software, PGP, 24/7/365 support, Microsoft Office, LaTeX, Mathematics, Mathematics Education, Combinatorial Game..., Discrete Mathematics, Number Theory, Graph Theory, Recreational Mathematics

Education
UC Berkeley   2004 — 2008
Bachelor of Science (BS), Mathematics

Ivan Lamont Ivan Lamont San Francisco Bay Area Details
Ivan Lamont's Advent Software Experience November 2004 - March 2007
Job Chief Technology Officer at GoCar
Industry Financial Services
Experience
BTIG  March 2007 - Present
GoCar   April 2004 - Present
Advent Software   November 2004 - March 2007
Conifer Securities  December 2000 - March 2003
BancBoston Robertson Stephens  1998 - 2000
A3 Solutions  1996 - 1998
Visa  1994 - 1996
JRIA   1992 - 1994
Rothschild  1992 - 1994
J Rothschild   1992 - 1994

Skills
.NET, Microsoft SQL Server, C#, Software Development, Integration, Agile Methodologies, Database Design, Databases, Mobile Applications, SQL, XML, Web Services, T-SQL, Windows, SOA, Business Analysis, Web Applications, Visual Basic, Analysis, SSRS, Series 63, SSIS, VB.NET, Architecture, IIS, Enterprise Architecture, Series 7, SDLC, Software Project..., .NET Compact Framework, C++, Programming, Disaster Recovery, Architectures, SQL Server, GPS, Geneva, Commercial Pilot, series 55, Android Development, JavaSE, JavaScript, Core Java, ASP.NET MVC, Ruby, Speech Recognition, SQLite, Amazon Web Services...

Education
Trinity College Dublin   1986 — 1991
BSc, Computer Science

The High School   1980 — 1986

Steve Curavo Steve Curavo San Francisco Bay Area Details
Steve Curavo's Advent Software Experience 2011 - 2014
Job Staff Financial Reporting Solutions Expert at Intuit
Industry Information Technology and Services
Experience
Intuit  2014 - Present
Advent Software   2011 - 2014
Salesforce  2006 - 2011
Brocade  2000 - 2006
Synopsys  1998 - 2000
ProQuest  1991 - 1998
Hewlett-Packard  1986 - 1991

Education
University of Southern California
MBA, Finance and Information Technology

University of California, Davis
BS, Agricultural Economics and Business Management

Taylor Perkins Taylor Perkins San Francisco Bay Area Details
Taylor Perkins's Advent Software Experience May 2011 - August 2011
Job Senior Software Engineer at Rdio
Industry Music
Experience
Rdio  May 2012 - October 2014
Intuit  February 2012 - May 2012
38 Media, Inc   October 2010 - December 2011
Tufts University  May 2008 - December 2011
Advent Software   May 2011 - August 2011
Taggstr   July 2009 - April 2011
Raging Waters  June 2008 - August 2008

Skills
Extreme Programming, Soccer, Java, Android, Mobile Applications, Software Development, C#, Product Management, Objective-C, Spanish, Entrepreneurship, Software Engineering, iOS, User Experience, Mobile Devices, C

Education
Tufts University   2008 — 2012
BS, Electrical Engineering

Valley Christian High School   2002 — 2008
College Preparatory, General Studies

Daniel Chiang Daniel Chiang San Francisco Bay Area Details
Daniel Chiang's Advent Software Experience October 2005 - March 2006
Job UX Designer at Workday
Industry Information Technology and Services
Experience
Workday  November 2011 - Present
Citrix Systems  May 2010 - August 2010
UC Berkeley  March 2006 - June 2009
Advent Software   October 2005 - March 2006
Bayer  July 2002 - July 2004

Skills
User Experience, Interaction Design, Mobile Design, Critical Thinking, Sketching, User-centered Design, Usability Testing, User Interface Design, Prototyping, Human-computer..., OmniGraffle, Product Development, Mockups, Ideation, User Research, Wireframes, User Interface, Heuristic Evaluation, Information Architecture, Paper Prototyping, User Scenarios, Usability, Human Computer...

Education
University of California, Berkeley   2009 — 2011
Master's, Information Management & Systems

University of California, Berkeley
B.A., Cognitive Science

Christina Gin Christina Gin San Francisco, California Details
Christina Gin's Advent Software Experience October 2014 - Present
Job IT Analyst at Advent Software
Industry Environmental Services
Experience
Advent Software   October 2014 - Present
UC Davis Division of Social Sciences IT Center   September 2011 - October 2014
GPIUS   July 2014 - August 2014
Water Education Foundation  October 2013 - December 2013
UC Davis Dining Services  January 2013 - June 2013
Jack Faucett Associates  June 2012 - September 2012

Skills
Microsoft Office: Word,..., 85 WPM, Fluency in Cantonese, Customer Service, ArcGIS, CEQA, NEPA, Public Speaking, Sustainability, Editing, Community Outreach, Data Analysis, Event Planning, Microsoft Word, PowerPoint

Education
UC Davis   2010 — 2014
Bachelor of Science (B.S.), Environmental Policy Analysis and Planning

Matt Keller Matt Keller Boston, Massachusetts Details
Matt Keller's Advent Software Experience January 2012 - March 2013
Job Senior Product Manager at Netage Solutions
Industry Computer Software
Experience
Netage Solutions  July 2014 - Present
Commonwealth Financial Network  April 2014 - June 2014
LogMeIn  June 2013 - March 2014
Advent Software   January 2012 - March 2013
Advent Software   January 2010 - December 2011
Advent Software   January 2009 - December 2009
Tamale Software (acquired by Advent)   January 2006 - December 2008
Tamale Software (acquired by Advent)   June 2004 - December 2005

Skills
SaaS, Enterprise Software, Cross-functional Team..., Strategy, Product Marketing, Product Management, Business Development, Start-ups, Management, Project Management, Product Development

Education
Tufts University   2000 — 2004
Bachelor of Science, Bachelor of Science in Computer Science

Salem High School (Mass)   1996 — 2000

Jon Martello Jon Martello Lafayette, California Details
Jon Martello's Advent Software Experience February 2010 - Present
Job Renewals Sales Representative at Advent Software
Industry Computer Software
Experience
Advent Software   February 2010 - Present
Advent Software   January 2008 - February 2010
LTD Ceramics  June 2006 - July 2007
Lawrence Berkeley National Laboratory  2005 - 2006
Lawrence Livermore National Laboratory  January 2003 - August 2004

Education
University of California, Berkeley   2001 — 2006
Bachelor of Science (BS), Materials Science and Engineering

Stephanie Zaharias Stephanie Zaharias Menlo Park, California Details
Stephanie Zaharias's Advent Software Experience January 1993 - December 1995
Job Principal Interior Designer
Industry Design
Experience
Stephanie Zaharias Design   September 2002 - Present
Ruth Sofornenko and Associates   August 2001 - June 2003
Remedy Corporation (now BMC Software)   January 1996 - June 2001
Advent Software   January 1993 - December 1995

Skills
Space planning, Interior Design, Custom Furniture, Residential Design, Furniture, Interior Architecture

Education
Canada College, Redwood City CA   2003 — 2005
Interior Design Certificate

University of California, Los Angeles   1988 — 1992
Bachelor of Arts (BA), Political Science and Government

Mackey Jackson Mackey Jackson San Francisco Bay Area Details
Mackey Jackson's Advent Software Experience January 2012 - Present
Job Project Manager at Advent Software
Industry Financial Services
Experience
Advent Software   January 2012 - Present
Advent Software   January 2008 - December 2011
Advent Software   January 2007 - January 2008
Advent Software   February 2006 - February 2007

Skills
Order Management, Axys, Salesforce.com, Portfolio Management, Compliance, 1940 Act, Project Management, Moxy, APX, IT Project Leadership, Mutual Funds, Advent, Derivatives, CRM, Cross-functional Team..., Integration, Asset Management, Trading Systems, Back Office, Management, Finance, Financial Services, Fixed Income, Professional Services, Business Analysis, Equities, Electronic Trading, Securities, Market Data, Prime Brokerage, Bloomberg, Banking, Alternative Investments

Education
University of California, Santa Cruz   2000 — 2005
B.A w\Honors, History & Psychology

University of California, Davis   2000 — 2002

Brandon Young Brandon Young San Francisco, California Details
Brandon Young's Advent Software Experience June 2013 - May 2015
Job Senior Specialist, Email Marketing at Salesforce
Industry Marketing and Advertising
Experience
Salesforce  May 2015 - Present
Advent Software   June 2013 - May 2015
Monster  March 2012 - June 2013
Del Dotto Vineyards and Estates   2010 - June 2013
Brandon Young Marketing Consultant   2010 - June 2013
DemandGen International   2011 - 2012
UC Davis  2009 - 2011
Royal Bank of Canada  2008 - 2010

Skills
Email Marketing, Graphic Design, Google Analytics, Salesforce.com, PowerPoint, Web Design, HTML, Social Media, Microsoft Word, Social Media Marketing, Facebook, Marketing Automation, Marketing, Microsoft Excel, CRM, Lightroom, Social Networking, Photoshop, Adobe Creative Suite, Online Marketing, Newsletters, Photography, Market Research, Advertising, Online Advertising, Management, Marketing Strategy, Corporate Branding, Branding Initiatives, Project Management, Personal Branding, Adobe Photoshop, Adobe Illustrator, Adobe Lightroom, Adobe Dreamweaver, CSS, WordPress, Content Management, Eloqua, Microsoft Powerpoint, Digital Photography, Webmaster Services, Event Management, Event Planning, Branding & Identity, Branding Consultancy

Education
University of California, Davis
B.S., Managerial Economics

Stanford University - Center for Professional Development   2014 — 2015
Certificate Program, Advanced Project Management, Advanced Project Management

David Austin David Austin San Francisco Bay Area Details
David Austin's Advent Software Experience April 1996 - February 1998
Job VP of Marketing at Logikcull
Industry Marketing and Advertising
Experience
Logikcull   April 2015 - Present
Salesforce.com  April 2012 - April 2015
Salesforce.com  June 2010 - May 2012
News Corp. Digital Media   November 2008 - June 2010
IGN Entertainment  2007 - June 2010
MySpace  July 2008 - November 2008
Fox Interactive Media  October 2007 - July 2008
Intraware  January 1998 - January 2006
Advent Software   April 1996 - February 1998

Skills
PPC, SEO, SEM, Online Marketing, Lead Generation, Social Media, Web Analytics, Affiliate Marketing, Conversion Optimization, Online Advertising, Google Adwords, Google Analytics, Social Media Marketing, Omniture, Viral Marketing, Mobile Marketing, Digital Marketing, Customer Acquisition, Email Marketing, E-commerce, Digital Strategy, Digital Media, Analytics, Direct Marketing, Social Networking, Campaign Management, Salesforce.com, Media Buying, Landing Page..., Competitive Analysis, Interactive Marketing, A/B testing, Media Planning, Web Development, Web 2.0, SaaS, Web Design, Strategy, B2B, Marketing Automation, CRM, Content Marketing, Demand Generation, Content Development, Brand Management, Multivariate Testing, Marketing, Search Advertising, Web Marketing, Inbound Marketing

Education
University of California, Davis
Bachelor of Science (BS)

Christy Arias Christy Arias San Francisco Bay Area Details
Christy Arias's Advent Software Experience June 2012 - Present
Job Data Project Manager at Advent Software
Industry Computer Software
Experience
Advent Software   June 2012 - Present
Advent Software   January 2008 - June 2012
Bank of America  March 2006 - December 2007

Skills
Data Analysis, Microsoft Office, APX, Axys, researching custodial..., SharePoint, Salesforce, Account Reconciliation, Performance Analysis, Project Management, Salesforce.com, Enterprise Software, Cross-functional Team..., Business Analysis, Databases, Process Improvement, Leadership, Research, Back Office, Troubleshooting, Customer Escalation..., Soft Skills, Business Intelligence, Software Documentation

Education
University of California, Los Angeles   2001 — 2006
BA, Psychology Major, English Minor

Ron Ponce Ron Ponce San Francisco, California Details
Ron Ponce's Advent Software Experience February 2011 - May 2015
Job Director of Professional Services at Castlight Health
Industry Information Services
Experience
Advent Software   February 2011 - May 2015
Financial Engines  April 2002 - November 2008
RS Consulting Services   2000 - 2002
Sapiet   2000 - 2001
Arthur Andersen  April 1998 - March 2000
Charles Schwab  August 1989 - March 1998
Schwab Institutional  March 1990 - September 1993

Skills
Process Engineering, Strategic Planning, Customer Relations, Continuous Improvement, Organizational..., Start-ups, Project Portfolio..., PMO, Management Consulting, Business Process..., Software Project..., Program Management, Process Improvement, Cross-functional Team..., SaaS, Project Execution, Team Building, Product Launch, Vendor Management, P&L Management, Team Leadership, Product Development, Product Strategy, Integration, Software Development..., Project Planning, Agile Project Management, SDLC, Business Requirements, Business Process, Agile, Product Management, Project Management, Management, Leadership, Agile Methodologies, Budgets, CRM, Customer Service

Education
University of California, Berkeley   1984 — 1989

Stan Capito Stan Capito San Francisco Bay Area Details
Stan Capito's Advent Software Experience June 2001 - February 2002
Job Sr. Treasury Analyst at PayPal
Industry Internet
Experience
PayPal  2008 - Present
eBay  July 2007 - October 2008
ProBusiness / ADP   January 2003 - May 2007
Advent Software   June 2001 - February 2002
ProBusiness Services Inc  1998 - 2001
ProBusiness  1998 - 2001

Skills
Process Improvement, Analysis, Customer Service, Integration, Payroll, Client Services, Account Management, Business Analysis, Compliance, Financial Reporting, SAP, Outsourcing, Excel, Financial Analysis, SOX, PowerPoint, Visio, Project Management, Management, Forecasting, Microsoft Excel, Sarbanes-Oxley Act, Enterprise Software

Education
University of California, Davis   1984 — 1990
B.S., Managerial Economics

Carmel Galvin Carmel Galvin San Francisco Bay Area Details
Carmel Galvin's Advent Software Experience October 2014 - Present
Job Chief Human Resources Officer at Advent Software
Industry Human Resources
Experience
Advent Software   October 2014 - Present
Deloitte  May 2013 - October 2014
Front Arch, Inc.   January 2009 - April 2013
Corporate Executive Board  September 2009 - December 2011
Moody's KMV  2004 - 2008
Barra Inc.  September 1995 - June 2002
Visa USA  January 1995 - September 1995
IBM Ireland  September 1991 - May 1994

Skills
Executive Coaching, Leadership Development, Coaching, Human Resources, Organizational Design, Mergers, Leadership, Executive Management, Talent Management, Organizational..., Succession Planning, Talent Acquisition, Employee Relations, Performance Management, Management Consulting, Employee Engagement, Executive Pay, Employee Benefits, Recruiting, Mergers & Acquisitions, Change Management

Education
University College Dublin   1990 — 1991
MBS, Human Resources Management

Trinity College, Dublin   1986 — 1990
Bachelor of Arts (B.A.), Political Science & Business

Ivan Small Ivan Small San Francisco Bay Area Details
Ivan Small's Advent Software Experience 1998 - 2001
Job Experienced Technology Leader
Industry Computer Software
Experience
Exponential  February 2011 - Present
RichRelevance  October 2010 - February 2011
Zvents  February 2007 - October 2010
Innovative Interfaces  November 2003 - February 2007
Merced Systems  June 2003 - November 2003
Portera Systems  2001 - 2003
Advent Software   1998 - 2001
Cogit Corporation   1996 - 1998
Lawrence Berkeley National Laboratory  September 1990 - November 1996

Skills
Clojure, Servlets, APIs, Natural Language..., Memcached, Scalability, Ruby, Android, Hadoop, Python, Solaris, Multithreading, Distributed Systems, Ranking, Java, Data Mining, Search, Solr, Big Data, Lucene, Software Development, Machine Learning, Ruby on Rails, Relevance, Software Engineering, Perl, Amazon Web Services...

Education
University of California, Berkeley   1990 — 1993
BA

Robert Messina Robert Messina San Francisco Bay Area Details
Robert Messina's Advent Software Experience February 2011 - March 2013
Job Project Planner at Advent Software
Industry Financial Services
Experience
Advent Software   February 2011 - March 2013
BlackRock  October 2009 - February 2011
Western Asset Management  August 2006 - June 2009
Raymond James Investment Services (Branch office)   July 2004 - July 2006

Skills
Information Technology, SQL Server Management..., Visual Basic

Education
UCL   1997 — 2002
Msci, Mathematics and Physics, 2:1

Farhad Bharucha Farhad Bharucha New York, New York Details
Farhad Bharucha's Advent Software Experience September 2014 - July 2015
Job
Industry Online Media
Experience
Lithium Technologies  July 2015 - Present
Advent Software   September 2014 - July 2015
Advent Software   June 2007 - August 2014
Accenture  August 2004 - June 2005
Accenture  September 2002 - August 2004
UBS PaineWebber  May 2001 - August 2001

Skills
Relationship Development, Account Management, Sales Management, Contract Negotiation, Trust Management, Salesforce.com, Financial Management, Financial Analysis, Client Retention, Developing Client..., Client Development, Contract Management, Native English Speaker, Spanish, Intermediate Swedish, English, Managerial Finance, Outsourcing, CRM, Personal Training, Fitness Training, Business Relationship..., Key Account Management, Key Account Development, Client Relations Skills, Manage Client..., Sales, Quantitative Finance, Risk Management, Analysis, Strategy, Customer Retention, Finance, Asset Management, Market Research, Enterprise Software, Business Analysis, Portfolio Management, Management, SaaS

Education
Stockholm School of Economics   2005 — 2007
Master's Degree, International Economics and Finance

James Madison University - College of Business   1998 — 2002
Bachelor's Degree, Finance, Economics and Spanish, 3.9 Major GPA

National Academy of Sports Medicine   2013 — 2013
Certified Personal Trainer, Fitness and Sports Personal Training, 4.0

Universidad de Salamanca   2001 — 2001
Study Abroad, Economics and Spanish

Todd Gaylord Todd Gaylord San Francisco Bay Area Details
Todd Gaylord's Advent Software Experience October 2007 - Present
Job
Industry Financial Services
Experience
Advent Software   October 2007 - Present

Skills
Advent Partner, Geneva, World Investor, Syncova, Software Documentation, SQL, Fixed Income, Project Management, Enterprise Software, Hedge Funds, Training, Management, Business Analysis, Bloomberg, Troubleshooting, Fund Accounting, Salesforce.com, Partnership Accounting, Back Office, Requirements Analysis, Unix, Training Delivery, Business Intelligence, Prime Brokerage, JIRA, AMPL, Matlab, Microsoft Excel, Software Consulting, Performance Measurement, SaaS, CRM, Advent, Axys, Financial Services

Education
University of California, Berkeley   2001 — 2007
B.A., Applied Mathematics emphasizing in Industrial Engineering and Operations Research

Sharif Islam Sharif Islam San Francisco Bay Area Details
Sharif Islam's Advent Software Experience January 2003 - December 2004
Job Sr. OEM Account Executive (Embedded Database) at Oracle
Industry Computer Software
Experience
Oracle  July 2013 - Present
BCL Technologies  April 2005 - May 2013
Advent Software   January 2003 - December 2004
1Ecomnet.com   December 2000 - August 2001

Skills
C++, Perl, Salesforce.com, Project Delivery, Windows Services, Windows 7, Unix, Solution Selling, Adobe Acrobat, Goldmine, Account Management, Consultative Selling, Professional Services, Microsoft Office, Adobe Creative Suite, HTML, JavaScript, Technical Documentation, Business Analysis, SEC compliance, Document Conversion, PDF Technology, Proposal Writing, API, COM, XHTML, XML, Software Solution Sales, New Business Development, Enterprise Solution..., Contract Negotiation, Cloud Applications, OEM contracts, XBRL, Compliance technology, Sales Rep Training, Selling, CRM, Lead Generation, Product Marketing, Enterprise Software, Cloud Computing, Integration, Mobile Devices, Management, Agile Methodologies, Databases, Business Intelligence, Sales, SaaS

Education
University of California, Berkeley   1998 — 2001
Applied Mathematics and Computer Science

Susan Lundquist Susan Lundquist San Francisco Bay Area Details
Susan Lundquist's Advent Software Experience 2005 - 2013
Job Head of Product Strategy, Asset Management at Thomson Reuters
Industry Computer Software
Experience
Thomson Reuters  2013 - Present
Advent Software   2005 - 2013
Thomson Financial  2003 - 2005
Thomson Financial  1998 - 2003
Vestek Systems  1995 - 1998
Vestek Systems  1993 - 1995
United Airlines  1991 - 1993

Skills
Product Management, SaaS, Strategic Partnerships, Product Marketing, Competitive Analysis, Strategic Planning, Go-to-market Strategy, Demand Generation, Business Intelligence, Cloud Computing, Account Management, New Business Development, Analytics, Product Development, Strategy, Cross-functional Team..., Marketing Strategy, Entrepreneurship, CRM, Business Analysis, Start-ups, Marketing, Business Development, Lead Generation, Business Strategy, Professional Services, Salesforce.com, Partner Management, Marketing Automation, Solution Selling, Product Launch, Sales Enablement, Executive Management

Education
University of California, Berkeley - Walter A. Haas School of Business   1989 — 1991
MBA, Finance and Marketing

Tommy Chiu Tommy Chiu San Diego, California Details
Tommy Chiu's Advent Software Experience June 2009 - November 2011
Job
Industry Computer Software
Experience
MadCap Software, Inc.   December 2011 - Present
Advent Software   June 2009 - November 2011
CBS Interactive  June 2008 - August 2008

Skills
C#, SQL, JavaScript, .NET, XML, Java, Microsoft SQL Server, Software Development, ASP.NET, Web Services

Education
University of California, Berkeley   2005 — 2009
B.S., Electrical Engineering and Computer Sciences

Michael Sander Michael Sander San Francisco Bay Area Details
Michael Sander's Advent Software Experience 2000 - 2000
Job Test and Release Engineering Manager at TokBox
Industry Internet
Experience
TokBox  May 2015 - Present
TokBox  August 2014 - April 2015
TokBox  August 2011 - July 2014
Nolo  2010 - October 2011
Nolo  2009 - 2010
Nolo  2008 - 2009
Albany Unified School District  2005 - 2008
Independent Image Entertainment   2001 - 2004
Advent Software   2000 - 2000
Nolo  1999 - 2000

Skills
JavaScript, Agile Methodologies, TestNG, XML, Web Applications, Java, Ant, Python, JUnit, Testing, Selenium, Test Planning, JIRA, Git, Test Automation, REST, JSON, SQL, PHP, Continuous Integration, Quality Assurance, Subversion, Software Development

Education
University of California, Berkeley   1995 — 2000
B.A., Cognitive Science

University of California, Berkeley
Bachelor's degree, Cognitive Science

Barbara Saon Barbara Saon Greater New York City Area Details
Barbara Saon's Advent Software Experience January 2005 - December 2007
Job Transaction and Servicing Manager Microfinance
Industry Investment Banking
Experience
Developing World Markets  September 2008 - December 2011
Advent Software   January 2005 - December 2007
Telekurs Financial USA INC   January 2004 - November 2004

Skills
Loans, Asset Management, Portfolio Management, Fixed Income, Performance Attribution, Fund Managers, Valuation, Managed Accounts, Investment Operations, Portfolios, microfinance, fund administration, Microfinance, Fund Administration, Private Equity, Financial Modeling, Financial Analysis, Emerging Markets, Corporate Finance, Mutual Funds, Capital Markets, Investment Banking, Due Diligence, Finance

Education
University of Bridgeport   2005 — 2007
MBA, Business Administration

University of Lodz, Poland   2000 — 2005
MA, International Economics and Politics

Anu Mahendran Anu Mahendran San Francisco Bay Area Details
Anu Mahendran's Advent Software Experience July 2008 - September 2008
Job Field Enablement and GoToMarket Operations
Industry Internet
Experience
NetApp  July 2014 - Present
NetApp  March 2013 - July 2014
Elance  March 2012 - March 2013
Trianz  March 2010 - March 2012
University of California, Davis Graduate School of Management  May 2009 - January 2010
Advent Software   July 2008 - September 2008
Green Sacramento   April 2008 - June 2008
iNautix Technologies  May 2005 - August 2007

Skills
Program Management, Project Management, Change Management, Business Analysis, Product Management, Business Process..., Business Process, Business Process Design, Requirements Gathering, Enterprise Software, Communications Planning, Leadership, Management, Management Consulting, PMP, Business Readiness, Requirements Analysis, Gap Analysis, Professional Services, Competitive Analysis, Customer Presentations, Focus Groups, Community Management, Business Case..., Enterprise Services, Account Management, Cross-functional Team...

Education
University of California, Davis - Graduate School of Management   2007 — 2009
Master of Business Administration, Strategic Management, General Management, Marketing

Anna University   2001 — 2005
Bachelor of Engineering, Computer Science

Christopher Cale Christopher Cale Greater Los Angeles Area Details
Christopher Cale's Advent Software Experience April 1991 - April 1994
Job Partner, Commercial Property Tax Consultant at Kent Strang & Associates
Industry Commercial Real Estate
Experience
Kent Strang & Associates   December 2010 - Present
Schwartz Mabry Private Wealth Advisory   April 2005 - December 2010
Portfolio Software Consulting Advisor Logic   March 1995 - April 2005
Founders Mutual Funds   April 1994 - March 1995
Advent Software   April 1991 - April 1994

Skills
Entrepreneurship, Client Development, Client Presentation, Client Relations, Client Services, Property Tax, Software Development, Software Asset..., Software Project..., Software Documentation, Presentation Development, Technical Presentations, Technical Training, Staff Supervision, Data Integration, Data Conversion, Sales Presentations, Technical Support, Business Travel

Education
The University of Texas at Dallas   1987 — 1990
Bachelor of Business Administration (BBA), Finance, General

Joe Hirasawa Joe Hirasawa San Francisco, California Details
Joe Hirasawa's Advent Software Experience July 2006 - March 2010
Job Strategic Account Director at Kapow Events
Industry Computer Software
Experience
Kapow  May 2015 - Present
FirstRain  September 2013 - April 2015
IntraLinks  March 2010 - September 2013
Advent Software   July 2006 - March 2010
Reis  January 2004 - February 2005
Advent Software   March 2001 - November 2003
The Japan Times / World Eye Reports   November 1999 - November 2000

Skills
SaaS, Cloud Computing, Enterprise Software, Solution Selling, Salesforce.com, Sales Process, Direct Sales, Strategic Partnerships, Account Management, Relationship Management, Sales Presentations, Cold Calling, Marketing, Management, Business Development, Sales Management, Sales, Consulting, Partner Management, Online Advertising, Leadership, Go-to-market Strategy, New Business Development, Email Marketing, Channel Partners, CRM, Business Intelligence, Strategy

Education
University of Wisconsin-Madison   1992 — 1996
Bachelors, Romance Languages, Literatures, and Linguistics

Universidad de Alicante   1994 — 1995

HPHS

Matthew Vella Matthew Vella San Francisco Bay Area Details
Matthew Vella's Advent Software Experience 2006 - 2011
Job Senior Renewals Account Executive at Box
Industry Computer Software
Experience
Box  2015 - Present
FirstRain  2014 - 2015
Salesforce.com, Marketing Cloud   2013 - 2013
Yammer, Inc. (acquired by Microsoft)   2011 - 2013
Advent Software   2006 - 2011
Advent Software   2006 - 2008
ServiceSource  2005 - 2006
Door to Door Auctions   2004 - 2005

Education
University of California, Davis   1998 — 2002
Bachelor of Arts (B.A.)

Bishop O'Dowd High School   1994 — 1998

Amanda Almeda Amanda Almeda San Francisco Bay Area Details
Amanda Almeda's Advent Software Experience August 2015 - Present
Job Interactive Marketing Specialist at Advent Software
Industry Information Technology and Services
Experience
Advent Software   August 2015 - Present
Oracle  July 2014 - July 2015
Columbia Legal Services  June 2013 - December 2013
Lewis-Burke Associates LLC  January 2013 - April 2013
City of Austin  May 2012 - August 2012

Skills
Marketing, Research, Press Releases, Sales, Media Relations, Microsoft Excel, Journalism, Cloud Computing, Digital Marketing, InDesign, Statistical Data..., Eloqua, Public Relations, PaaS, IaaS, Customer Segmentation, Lead Generation, Brand Management, Information Technology, Content Development, StatTools, PrecisionTree, Policy Analysis, Editing, Politics, Project Management, @Risk, Salesforce.com

Education
The University of Texas at Austin - The Red McCombs School of Business   2010 — 2014
Bachelor of Business Administration (BBA), Marketing

Bill Archer Fellowship in Washington, D.C.   2013 — 2013
Government and Politics

Don McInnes Don McInnes San Francisco Bay Area Details
Don McInnes's Advent Software Experience October 2000 - June 2003
Job Senior Program Manager Machine Assisted Service Engagement Technologies at Autodesk
Industry Computer Software
Experience
Autodesk  October 2014 - Present
Autodesk  August 2011 - Present
Firemans Fund Insurance Company  March 2011 - August 2011
Wells Fargo Bank  January 2010 - March 2011
Wells Fargo Bank  February 2007 - December 2009
Hooked Communications   June 2003 - February 2007
Advent Software   October 2000 - June 2003
Various Dot Com's   March 1999 - October 2001
Advent Software   1993 - May 1999

Skills
Proof of Concept, Vendor Management, SaaS, Strategic Planning, Salesforce.com, Virtual Teams, Natural Language..., MS Project, Project Planning, Software Project..., Project Portfolio..., Portfolio Management, Program Management, Cross-functional Team..., Management, Outsourcing, Web Services, Analysis, SDLC, Integration, CRM, Agile Methodologies, Enterprise Software, Business Analysis

Education
University of California   1983 — 1987
BA, Psychology

Brendan Hartney Brendan Hartney San Francisco, California Details
Brendan Hartney's Advent Software Experience May 2013 - Present
Job Renewal Sales Specialist at Advent Software
Industry Computer Software
Experience
Advent Software   May 2013 - Present
Signature Development Group, Inc.   September 2012 - December 2012
Anvil Builders Inc.   July 2011 - December 2011
Northwestern Mutual  November 2007 - July 2010
Mass Mutual  April 2007 - November 2007
Wells Fargo Financial  January 2006 - December 2006

Skills
Retirement Planning, Strategic Financial..., Fixed Annuities, Series 7, Investments, Series 63, Disability Insurance, Mutual Funds, Life Insurance, Insurance, Retirement, Wealth Management, Financial Analysis, Securities, Asset Allocation, Business Development

Education
University of California, Davis - Graduate School of Management   2010 — 2012
MBA, Marketing and Organizational Behavior

University of California, Davis   2001 — 2006
B.A., Economics and History

Brian Tao Brian Tao San Francisco Bay Area Details
Brian Tao's Advent Software Experience June 2014 - September 2014
Job Technical Sourcer at MuleSoft
Industry Computer Software
Experience
MuleSoft  June 2015 - Present
UC Davis Graduate School of Management  September 2013 - June 2015
Advent Software   June 2014 - September 2014
Fluent Grp  April 2014 - May 2014
Aim High  June 2010 - July 2013
ASUCD Coffee House  September 2012 - June 2013

Skills
Event Planning, Critical Thinking, Customer Service, Marketing, Teamwork, Community Outreach, Recruiting, Sourcing, Boolean Searching, Public Speaking, Microsoft Excel, Social Media, Leadership, Microsoft Office, Research, Time Management, Social Networking, Google Docs, PowerPoint, Data Analysis, Staffing

Education
University of California, Davis   2011 — 2015
Bachelor of Science (B.S.), Business/Managerial Economics

George Washington High School   2007 — 2011
General Education

Leigh Weinshelbaum Leigh Weinshelbaum San Francisco Bay Area Details
Leigh Weinshelbaum's Advent Software Experience April 2001 - November 2004
Job Implementation|Customer Success|Digital Engagement
Industry Computer Software
Experience
LivePerson  February 2014 - Present
LivePerson  April 2013 - Present
LivePerson  May 2008 - Present
Aconex  July 2007 - April 2008
ADT  December 2005 - July 2007
Advent Software   April 2001 - November 2004

Skills
SaaS, Strategic Planning, Program Management, Enterprise Software, Financial Software..., Training Delivery, Training Programs, Event Planning, Marketing Communications, Curriculum Design, Project Management, Curriculum Development, Best Practices, Enterprise Architecture, Professional Services, Software Project..., Account Management, Team Leadership, Start-ups, Project Delivery, Management, CRM, Cloud Computing, Leadership, Salesforce.com, Strategic Partnerships, Strategy

Education
University of California, Davis
Bachelor of Science (BS)

Maria Teresa Alvarez Maria Teresa Alvarez San Francisco Bay Area Details
Maria Teresa Alvarez's Advent Software Experience July 2012 - August 2015
Job Executive Assistant ► HighTech, Internet & Pharmaceutical Industries, Bilingual ►Currently Seeking New Opportunity
Industry Internet
Experience
Advent Software   July 2012 - August 2015
Yahoo!  June 2011 - June 2012
Yahoo!  March 2010 - September 2010
Yahoo!  April 2008 - September 2008
Ferring Pharmaceuticals  February 2000 - May 2007
MindShare  November 1998 - December 1999

Skills
Event Planning, Executive..., Calendaring, Human Resources, Leadership, Management, Customer Service, Team Building, Outlook, Teamwork, Organizational..., Spanish, Microsoft Office, Budgets, Program Management

Education
Universidad Iberoamericana, Ciudad de México
BA Degree, Business Administration/ Industrial Relations

Elizabeth Eady Elizabeth Eady San Francisco Bay Area Details
Elizabeth Eady's Advent Software Experience 2009 - 2012
Job Platform Engineer at Keen IO
Industry Computer Software
Experience
Keen IO  2015 - Present
Tidemark, Inc.   2013 - 2014
Breadbros Games   2012 - 2013
Advent Software   2009 - 2012
UC Berkeley  September 2008 - May 2009
UC Berkeley Residential Computing  2007 - 2009
UC Berkeley Residential Computing  2006 - 2007

Skills
Java, SQL, HTML, CSS, Data Analysis, MySQL, Mac OS X, Linux, Linear Algebra, Analytics, Big Data, Python, Windows, Databases, Unix, OS X, VMware

Education
UC Berkeley   2005 — 2009
Bachelor of Arts, Mathematics

Anita Desai Anita Desai New York, New York Details
Anita Desai's Advent Software Experience November 2012 - Present
Job Executive Assistant/Event Planner
Industry Computer Software
Experience
Advent Software   November 2012 - Present
TogoRun  July 2008 - November 2012
Enagic  April 2007 - June 2008
Nova Japan  March 2006 - March 2007
GFS Advertising  January 2004 - October 2005

Skills
Event Planning, Research, Budgets, Facebook, Editing, PowerPoint, Social Media, Event Management, SharePoint, Microsoft Office, Microsoft Word, Outlook, Visio, Microsoft Excel, PeopleSoft, Expense Reports, Adobe Acrobat, SmartDraw, Oracle, Executive Calendar..., Travel Management, Meeting Planning

Education
University of North Carolina at Greensboro   1999 — 2003
Bachelor's Degree, Business Administration, Cum Laude

Université Jean Moulin (Lyon III)   2002 — 2002
Business Administration

Lisa-Maree Wallace, SPHR, SHRM-SCP Lisa-Maree Wallace, SPHR, SHRM-SCP San Francisco Bay Area Details
Lisa-Maree Wallace, SPHR, SHRM-SCP's Advent Software Experience November 2006 - August 2007
Job Vice President, People Operations at Expa
Industry Staffing and Recruiting
Experience
Expa  May 2015 - Present
Lyft  September 2014 - March 2015
Aria Systems  March 2013 - August 2014
JiWire, Inc.   June 2011 - December 2012
Pacific Gas & Electric  February 2010 - April 2011
Blue Shield of California  September 2007 - February 2010
Advent Software   November 2006 - August 2007

Skills
Talent Acquisition, Talent Management, Recruiting, Leadership, Management, Compensation & Benefits..., Employee Wellness, Employee Relations, Employee Training, Employee Engagement, Internal Communications, Event Planning, Event Management, L&D, Leadership Development, Interviews, Onboarding, Technical Recruiting, Employee Benefits, Applicant Tracking..., College Recruiting, Training, Temporary Placement, Human Resources, Sourcing, Hiring, Start-ups

Education
University of California, Davis   1998 — 2002
Bachelor of Arts, Religious Studies

Atwater High

Terence Cheung Terence Cheung San Francisco Bay Area Details
Terence Cheung's Advent Software Experience July 2012 - October 2013
Job Focused on building people, teams, and organizations for growth in the technology space.
Industry Computer Software
Experience
BrightEdge  October 2013 - Present
Advent Software   July 2012 - October 2013
Advent Software, Inc  October 2010 - July 2012
Advent Software   July 2006 - October 2010
Dataflight Software, Inc   December 2002 - December 2004
Dataflight Software   December 1999 - December 2002
Mullin Consulting, Inc   November 1998 - December 1999
Keyence Corporation  June 1998 - November 1998
American Express Financial Advisors  September 1995 - June 1998

Skills
Organizational..., Operations Management, Global Management, Team Building, Cross-functional Team..., Corporate Culture, Customer Satisfaction, Global Operations, Data Analysis, Customer Relations, Process Improvement, Problem Solving, Outsourcing Management, Employee Recognition, employee satisfaction, Enterprise Software, Customer Service, Salesforce.com, CRM, Databases, Project Management, Integration, Program Management, Business Intelligence, Management, Outsourcing, Software Documentation, Business Development, Training, Change Management, Leadership, SaaS, Executive Management, Project Planning, Pre-sales, ERP, SEO copywriting, Business Planning, Business Analysis, Strategy

Education
University of Rochester - William E. Simon Graduate School of Business Administration   2005 — 2006
MBA

University of California, Los Angeles   1992 — 1997
BA

Dylan MacDonald Dylan MacDonald Berkeley, California Details
Dylan MacDonald's Advent Software Experience June 2014 - August 2014
Job Associate Client Analyst at Millward Brown Digital
Industry Marketing and Advertising
Experience
Millward Brown Digital  March 2015 - Present
Advent Software   June 2014 - August 2014
UC Berkeley Department of Rhetoric   February 2014 - June 2014
Medigift, Inc.   May 2013 - August 2013
Impact Hub Bay Area  May 2012 - May 2013
UC Berkeley Department of Theatre, Dance, and Performance Studies   June 2011 - May 2013
Techibeats.com   February 2012 - March 2013

Skills
Social Media Marketing, Blogging, Social Media, Social Networking, Web Analytics, Marketing, Editing, Market Research, Public Speaking, Event Management, Marketing Strategy, Community Outreach, Public Relations, Online Advertising, Hootsuite, Data Analysis, Databases, Facebook Insights, Facebook

Education
University of California, Berkeley   2010 — 2014
Bachelor of Science (BS) Bachelor of Arts (BA), Environmental Economics Rhetoric

Asher Cohn Asher Cohn Greater New York City Area Details
Asher Cohn's Advent Software Experience June 2009 - December 2009
Job Vice President Sales at C&W Direct
Industry Food & Beverages
Experience
C&W Direct   July 2013 - Present
Taylor Consulting and Contracting  October 2011 - June 2013
Metrostar Home Health Products  October 2010 - September 2011
Plymouth Rock Energy  January 2010 - October 2010
Advent Software   June 2009 - December 2009

Skills
SaaS, Microsoft Office, Microsoft Word, Microsoft Excel, Quickbooks, Hebrew, Organization, Time Management, QuickBooks, Software Documentation, Axys, Sales, Marketing, Energy, Budgets, Account Management, Demand Response

Education
Touro College   2006 — 2010
Bachelor of Arts (B.A.), History; Minor: Political Science

Reishit At The Genesis Centre   2006 — 2006
Jewish/Judaic Studies

Amy Nakisher ☁ Amy Nakisher ☁ San Francisco Bay Area Details
Amy Nakisher ☁'s Advent Software Experience April 2012 - October 2012
Job Sr Assoc Product Manager Workday Financials
Industry Computer Software
Experience
Workday  October 2012 - Present
Advent Software   April 2012 - October 2012
Symantec  August 2011 - February 2012
Oracle  December 1999 - July 2005
Xilinx  December 1998 - December 1999
Lockheed Martin Western Development Labs  June 1998 - December 1998

Skills
Salesforce.com..., Salesforce.com..., Salesforce.com, SaaS, PeopleSoft, Order to Cash, Pricing, ETL, Troubleshooting, Supply Chain Software, Business Analysis, Product Support, Order Management, Use Case Analysis, Business Requirements

Education
UC Davis
Bachelor's Degree, Statistics, Music Minor

James Shannon James Shannon San Francisco, California Details
James Shannon's Advent Software Experience June 2006 - August 2006
Job Technical Account Manager at Google
Industry Airlines/Aviation
Experience
Google  July 2014 - Present
Accenture  September 2013 - March 2014
[Self]   September 2012 - September 2013
Ignite Local Marketing   March 2011 - September 2012
International Air Transport Association (IATA)   January 2008 - November 2010
IATA (International Air Transport Association)   May 2007 - January 2008
Occasio   August 2004 - January 2008
Advent Software   June 2006 - August 2006
(IATA) International Air Transport Association   June 2005 - December 2005
UC Berkeley, Haas School of Business  January 2005 - June 2005

Skills
Strategic Planning, Strategy, Management, Change Management, Project Management, Program Management, New Business Development, E-commerce, Analysis, Enterprise Software, Data Analysis

Education
University of California, Berkeley   2004 — 2006
BA, Geography

Sharleshia Henderson Sharleshia Henderson San Francisco Bay Area Details
Sharleshia Henderson's Advent Software Experience August 2014 - Present
Job
Industry Information Technology and Services
Experience
Advent Software   August 2014 - Present
Advent Software   April 2013 - Present
Advent Software   May 2010 - April 2013
Advent Software   June 2008 - May 2010
Advent  January 2006 - August 2008
Bank of America  March 2004 - December 2004
Bank of America  February 2001 - March 2004

Skills
Salesforce.com, Program Management, SaaS, Enterprise Software, CRM, Product Management, Professional Services, Cloud Computing, Cross-functional Team..., Integration, Business Analysis, Management, Requirements Analysis, Process Improvement, Business Intelligence, Project Management

Education
University of California, Berkeley
Bachelor of Arts (B.A.)

Jason Agbayani Jason Agbayani Oakland, California Details
Jason Agbayani's Advent Software Experience April 2014 - Present
Job Client Support Analyst at Advent Software
Industry Computer Software
Experience
Advent Software   April 2014 - Present
Advent Software   April 2013 - April 2014
Advent Software   February 2011 - April 2013

Skills
Enterprise Software, Customer Support, Software Implementation, SaaS, Salesforce.com, Technical Support, SQL, Software Project..., Microsoft SQL Server, CRM, Troubleshooting, Software Documentation, Account Management, VMware, Financial Services, Windows Server, Databases

Education
University of California, Davis   2001 — 2006
Bachelor of Arts (B.A.), Political Science and Government

Ross Lugos Ross Lugos San Francisco Bay Area Details
Ross Lugos's Advent Software Experience March 2010 - December 2012
Job Strategic Account Director at GoodData
Industry Financial Services
Experience
GoodData  February 2013 - September 2015
Advent Software   March 2010 - December 2012
Moody's Analytics  August 2007 - April 2009
Moody's Analytics  2003 - July 2007
Moody's Analytics  2000 - 2003
Moody's Analytics  August 1998 - 2000
InfoEdge Technology, Inc.   1996 - 1998

Skills
Analytics, SaaS, Enterprise Software, Cross-functional Team..., Data Analysis, Team Building, Consulting, Business Analysis, Account Management, Salesforce.com, Quality Assurance, Business Intelligence, Professional Services, Software Project..., Java, Databases, Leadership, CRM, Team Management, Analysis, Building Relationships, New Business Development, Fixed Income, Helping Clients Succeed, Microsoft Office, Hedge Funds, Software Industry, Customer Retention, Problem Solving, Customer Experience, Pensions, C++, JIRA, GoodData

Education
University of California, Berkeley   1989 — 1994
Bachelor of Science (B.S.) Engineering, Civil Engineering

Steven Sterns, MBA, PMP Steven Sterns, MBA, PMP San Francisco Bay Area Details
Steven Sterns, MBA, PMP's Advent Software Experience March 1997 - October 2008
Job Senior Director SaaS Operations at Ellie Mae
Industry Computer Software
Experience
Ellie Mae  May 2013 - January 2014
Cisco Systems  February 2012 - March 2013
Cisco WebEx  May 2010 - February 2012
Cisco Consumer Products  October 2008 - May 2010
Advent Software   March 1997 - October 2008
Columbus Distributing  1993 - 1997
Columbus Salame   1992 - 1997
Context Integration  1995 - 1996
Kaplan Smith   1986 - 1989

Skills
Server Architecture, Team Management, Project Management, IT Management, IT Strategy, Program Management, Security, PMP, Negotiation, Budgets, ITIL, Data Center, SaaS, Vendor Management, Enterprise Software, Information Technology, Leadership, Integration, Cloud Computing, Management, CRM, Networking

Education
UC Berkeley   1989 — 1991
MBA

UC Berkeley   1982 — 1986
BA

Katherine Nepo Katherine Nepo San Francisco, California Details
Katherine Nepo's Advent Software Experience July 2006 - March 2007
Job Sr. Technical Program Manager Information Security
Industry Internet
Experience
LinkedIn  November 2013 - Present
StubHub  May 2012 - November 2013
Involver  August 2010 - March 2012
Akamai Technologies  July 2008 - October 2010
Serena Software  2008 - June 2008
Advent Software   July 2006 - March 2007
Advent Software   June 2003 - July 2006
Intuit  June 2000 - August 2003

Skills
JavaScript, SaaS, CSS, HTML, E-commerce, Agile Methodologies, User Experience, Software Development, Mobile Devices, Social Media, Project Management, Software Project..., Cross-functional Team..., Web Applications, MySQL, Product Management

Education
Project Management Institute   2008 — 2008

University of California, Davis   1996 — 2000
BS

Cloud Security Training - Black Hat

Professional Courses

Harrison Tsai Harrison Tsai Greater New York City Area Details
Harrison Tsai's Advent Software Experience June 2004 - December 2004
Job Information Technology, Middleware Integration Consultant and Architect
Industry Computer Software
Experience
Estee Lauder  February 2006 - Present
Navy - United States Department of Defense   December 2004 - February 2006
Advent Software   June 2004 - December 2004
Conexus  January 2003 - May 2004
webMethods  May 2000 - December 2002
Advent Software   September 1998 - May 2000

Skills
Enterprise Architecture, Project Management, Business Process Design, Business Analysis, Software Development, Integration, Web Services, E-commerce, Agile Methodologies, SOA, SQL, Software Project..., Analytics, Cloud Computing, Databases, Business Intelligence

Education
University of California at Berkeley
BA

Norman Mushkot, CFA Norman Mushkot, CFA San Francisco Bay Area Details
Norman Mushkot, CFA's Advent Software Experience May 2007 - Present
Job Consultant at Advent Software
Industry Computer Software
Experience
Advent Software   May 2007 - Present
Risk Management Solutions  June 2006 - May 2007
Automatic Data Processing  December 2003 - June 2006
Provident Investment Counsel  August 1995 - May 2000

Skills
Business Analysis, Strategy, Business Intelligence, SaaS, Asset Management, Equities, Fixed Income, Hedge Funds, Enterprise Software, CRM, Portfolio Management, Financial Services, Analytics, Salesforce.com, Product Management, Investments

Education
UCLA Anderson School of Management   2000 — 2002
MBA

University of California, Santa Barbara   1992 — 1994
BA, Business Economics

Rob Perica Rob Perica San Francisco Bay Area Details
Rob Perica's Advent Software Experience 2007 - 2008
Job
Industry Information Technology and Services
Experience
Taproot Foundation  2011 - Present
California Transplant Donor Network  2010 - 2011
RevealedPhoto   2008 - 2011
Advent Software   2007 - 2008
Capital One Home Loans  2007 - 2007
Common Knowledge  2003 - 2007
PricewaterhouseCoopers Consulting  2001 - 2003
Charles Voegele   1995 - 1997

Skills
Performance Improvement, Consultancy, Policy Writing, IT Management, Website Development, Documentation, Requirements Analysis, Budgeting, Disaster Recovery, Business Analysis, Program Management, Accounting, SQL, Process Improvement, ERP, Business Intelligence, Project Planning, Team Leadership, Unix, Budgets, Software Documentation, Project Management, Consultants, SDLC, Visio, Security, Vendor Management, SharePoint, Business Process, Strategy, Consulting

Education
The University of Texas at Austin
BA

University of Strathclyde
Master of Science

John Slater John Slater San Francisco Bay Area Details
John Slater's Advent Software Experience 2004 - 2007
Job
Industry Computer Software
Experience
Cisco  November 2012 - October 2014
Cisco Systems  December 2011 - December 2012
Cisco  February 2011 - November 2011
Cisco Systems  September 2009 - February 2011
M Squared Consulting  September 2008 - October 2009
Cisco  2008 - 2009
Redwood Trust  2007 - 2008
Advent Software   2004 - 2007
Advent Software   2000 - 2004
Hydro Geo Chem, Inc.   1992 - 2000

Skills
Agile Methodologies, Enterprise Software, Cloud Computing, Software Development, Business Analysis, Integration, Change Management, Cross-functional Team..., Microsoft SQL Server, C++, Project Management, CRM, Oracle, ERP

Education
University of Arizona
M.S., Hydrology

University of Wyoming
BA, Applied Mathematics

Julie Hata Julie Hata San Francisco Bay Area Details
Julie Hata's Advent Software Experience October 1997 - January 2000
Job
Industry Internet
Experience
Uber  May 2014 - Present
Practice Fusion, New Relic   August 2013 - April 2014
Pandora  February 2012 - August 2013
Pandora  October 2010 - March 2012
CBS Interactive  April 2002 - February 2010
CBS Interactive  March 2001 - April 2002
CBS Interactive  February 2000 - March 2001
Advent Software   October 1997 - January 2000

Skills
HRIS, Job Analysis, Project Management, Talent Management, Human Resources, Employee Benefits, Compensation & Benefit, Team Leadership, Personnel Management

Education
University of California, Davis
BS

Lu Tian Lu Tian Greater New York City Area Details
Lu Tian's Advent Software Experience October 2010 - April 2012
Job Sales Engineer
Industry Computer Software
Experience
Integral Ad Science  January 2015 - Present
Sortel, Inc   July 2014 - Present
Metamarkets  September 2014 - November 2014
Yahoo  December 2013 - August 2014
Yahoo  April 2012 - December 2013
Advent Software   October 2010 - April 2012
Advent Software   June 2007 - December 2010
Advent Software   April 2005 - May 2007

Skills
Moxy, SQL, Portfolio Management, Integration, Automation, SaaS, Salesforce.com, Product Management, Axys, Enterprise Software, Advent, Databases, Microsoft SQL Server, Python, Cross-functional Team..., MySQL, Online Advertising, Ad Exchanges, Ad Serving, RTB, Targeted Advertising, Target Audience, Audience Segmentation, Bugzilla, Cerberus, Real-Time Bidding, Fiddler, Project Management, Testing, Software Documentation

Education
University of California, Berkeley   2000 — 2004
bachelor of arts, cognitive science with an emphasis on computational modeling

Troy Bennett Troy Bennett Oakland, California Details
Troy Bennett's Advent Software Experience October 2010 - Present
Job Application Engineer/Business Analyst
Industry Computer Software
Experience
Advent Software   October 2010 - Present
Advent Software, Inc.   August 2008 - October 2010
Advent Software, Inc.   August 2006 - August 2008
Advent Software, Inc.   July 2000 - August 2006

Skills
Integration, SaaS, Databases, Program Management, Enterprise Software, Technical Support, SQL, Project Planning, Training, Agile Methodologies, Software Project..., Requirements Analysis, Cross-functional Team..., Cloud Computing, Unix, XML, Project Management, Software Documentation, Troubleshooting, C#, Java, Python, Web Technologies, Android Development

Education
University of California, Berkeley   1996 — 2000
BA, Architecture

Tim Ramza Tim Ramza Greater Boston Area Details
Tim Ramza's Advent Software Experience 1997 - 2006
Job Senior Vice President Strategy / Business Development
Industry Financial Services
Experience
John Hancock Financial Services  2013 - Present
Fidelity Investments  2012 - 2013
Fidelity Investments  2006 - 2012
Advent Software   1997 - 2006
Jennison Associates  1994 - 1996

Skills
Direct Sales, Positioning, Product Development, Contract Negotiation, Turn Around Management, Selling, Objection Handling, Portfolio Management, Asset Managment, Alternative Investments, Hedge Funds, Financial Services, Enterprise Software, Asset Allocation, Asset Management, Business Development, CRM, Capital Markets, Entrepreneurship, Equities, Financial Markets, Fixed Income, Leadership, Outsourcing, SaaS, Sales, Sales Process, Start-ups, Strategy, Trading Systems, Wealth Management

Education
The University of Texas at Austin   1989 — 1993
B.B.A., Finance

Matthew Radford Matthew Radford Seattle, Washington Details
Matthew Radford's Advent Software Experience 1994 - June 2014
Job UAT Lead
Industry Computer Software
Experience
TechSoupGlobal   October 2014 - September 2015
Advent Software   1994 - June 2014

Skills
Quality Assurance, Scrum, SilkTest, Test Automation, Software Quality..., Test Cases, Test Planning, Testing, Regression Testing, Selenium, Test Management, Agile Methodologies, JIRA, LoadRunner, Agile Project Management, Requirements Analysis

Education
University of California, Davis   1991 — 1994

Lynn Nakamura Lynn Nakamura San Francisco Bay Area Details
Lynn Nakamura's Advent Software Experience January 2012 - January 2013
Job Senior Technical Support Engineer at Marketo
Industry Information Technology and Services
Experience
Advent Software   January 2012 - January 2013
Advent Software Inc  December 2007 - October 2012
Advent Software   September 2005 - December 2007
Xilinx  January 2000 - January 2004
Trimble  June 1999 - August 1999

Skills
SQL, Software Documentation, Testing, Integration, Databases, Custom Software, Troubleshooting, SaaS, Project Management, Technical Support, Pre-sales, Analysis, Quality Assurance, SSRS, Automation, Scripting, Custom Solution..., Validation, Java, Microsoft SQL Server, Salesforce.com, Bug Tracking, PHP, HTML, Management

Education
University of California, Davis   1995 — 2000
BS, Computer Engineering

Oliver Nono Oliver Nono San Francisco Bay Area Details
Oliver Nono's Advent Software Experience April 2014 - Present
Job Senior Manager, Customer Success Management at Advent Software
Industry Financial Services
Experience
Advent Software   April 2014 - Present

Education
University of California, Berkeley   1997 — 2001
Bachelors

Marca Clark, MSOD Marca Clark, MSOD San Francisco Bay Area Details
Marca Clark, MSOD's Advent Software Experience April 2015 - Present
Job Org Development Leader specializing in Talent, Culture and Internal Communications
Industry Human Resources
Experience
Advent Software   April 2015 - Present
Advent Software   June 2014 - Present
Advent Software   May 2013 - Present
Advent Software   May 2009 - April 2013
USF  September 2007 - December 2009
Starbucks Coffee Company  July 2003 - July 2008
Starbucks Coffee Company  October 2000 - July 2003
Starbucks Coffee Company  August 1996 - September 2000
Starbucks Coffee Company  May 1993 - August 1996
Peet's Coffee & Tea   March 1990 - February 1992

Skills
Leadership Development, Talent Development, Employee Engagement, Facilitation, Change Management, Visio, SharePoint, Talent Management, Organizational..., Organizational Behavior, Internal Communications, Survey Design, Coaching, Workshop Facilitation, Employee Relations, Recruiting, Leadership, Succession Planning, Program Management, Management, Training, Strategy, Human Resources, Team Building, Consulting

Education
University of San Francisco   2007 — 2009
MS, Organization Development

University of California, Davis   1984 — 1989
Bachelor of Arts (B.A.), Art Studio

Rudy Junus Rudy Junus San Francisco Bay Area Details
Rudy Junus's Advent Software Experience April 2001 - April 2008
Job Director of Product Development at RelayHealth
Industry Computer Software
Experience
RelayHealth  May 2014 - Present
RelayHealth  March 2013 - May 2014
RelayHealth  September 2011 - March 2013
RelayHealth  January 2010 - September 2011
McCann Worldgroup  April 2008 - January 2010
Advent Software   April 2001 - April 2008

Skills
Agile Methodologies, Scrum, XML, SQL, C#, ASP.NET, Microsoft SQL Server, SOA, Java, Software Development, Managing Agile Teams, JavaScript, .NET, Software Project..., Unix, Web Services, Requirements Analysis, WCF, T-SQL, Databases, SDLC, Integration, Software Engineering, IIS, Visual Studio, Web Applications, Cloud Computing, Project Management, Architecture, Enterprise Architecture, Enterprise Software, SharePoint, SaaS, Agile Project Management, Management, Leadership

Education
University of California, Los Angeles   1996 — 2000
BS, Computer Science & Engineering

Cerritos High School

Sive McDermott Kavanaugh Sive McDermott Kavanaugh San Francisco Bay Area Details
Sive McDermott Kavanaugh's Advent Software Experience January 1998 - June 1999
Job Senior Program Manager at Platfora
Industry Computer Software
Experience
Platfora  May 2013 - Present
Cisco Systems  October 2007 - April 2013
IBM  January 2002 - October 2007
Crossworlds Software  January 2001 - January 2002
Post Communications   December 1999 - October 2000
Advent Software   January 1998 - June 1999
Bank of America  July 1993 - December 1997

Skills
Software Project..., Enterprise Software, Project Management, PMP, Program Management, Cross-functional Team..., Software Development, Leadership

Education
University of California, Davis   1990 — 1993
BS, Computer Science

Marshall Bruce Thatcher Marshall Bruce Thatcher San Francisco Bay Area Details
Marshall Bruce Thatcher's Advent Software Experience 2007 - Present
Job Advent Software Global Accounts
Industry Investment Management
Experience
Advent Software   2007 - Present
Arch Capial Managment, Inc.   1999 - March 2006
MBT Asset Management   1991 - December 1999
Barclays Global Investors (formerly Wells Fargo Nikko Investment Advisors)   1989 - 1991
Hull Trading Company  1986 - 1988

Skills
Hedge Funds, Equities, Options, Trading, Portfolio Management, Financial Services, Electronic Trading, Derivatives, Fixed Income, Prime Brokerage, Trading Systems, Securities, Mutual Funds, Back Office, Capital Markets, Strategy, Alternative Investments, Investments, Business Analysis, Customer Service, Start-ups, Asset Management, Customer Relations, FX, Risk Management, Financial Analysis, Pricing, Accounting, Wealth Management, Strategic Planning, Valuation, Compliance, Analysis, Excel, Problem Solving, Negotiation, Private Equity, Order Management, Bloomberg, Blackjack Card Counting

Education
University of California, Berkeley   1982 — 1986
Political Science - International Relations, National Security Issues, Business - Finance

Wendy Gamble (Moustakas), CFA Wendy Gamble (Moustakas), CFA San Francisco Bay Area Details
Wendy Gamble (Moustakas), CFA's Advent Software Experience October 2008 - June 2014
Job Consultant, Business Analyst, IT/Solutions Delivery at Federal Home Loan Bank of San Francisco
Industry Computer Software
Experience
Federal Home Loan Bank of San Francisco  October 2014 - Present
Advent Software   October 2008 - June 2014
DevonWay  June 2008 - October 2008
Barclays Global Investors  December 1999 - March 2002
Barclays Global Investors  July 1996 - September 1999
The White House  August 1991 - May 1993
Balzano Associates   January 1989 - August 1991
United States Senate  1985 - 1989

Skills
Product Management, Enterprise Software, Business Analysis, Project Management, Securities Lending, Agile Methodologies, SaaS, Product Development, Program Management, Software Development, Requirements Analysis, Software Project..., Business Intelligence, Cloud Computing, Integration, Consulting

Education
Thunderbird School of Global Management   1993 — 1995
Master of Business Administration (M.B.A.), International Business, Financial Engineering

University of California, Santa Barbara
B.A., Political Science

Dat Vuu Dat Vuu San Francisco Bay Area Details
Dat Vuu's Advent Software Experience April 2014 - Present
Job Client Support Analyst at Advent Software
Industry Computer Software
Experience
Advent Software   April 2014 - Present
Advent Software   October 2012 - April 2014
Advent Software   October 2011 - October 2012
Advent Software   October 2010 - October 2011
Sonitrol - Pacific West Security   April 2008 - October 2010

Skills
Databases, Enterprise Software, Microsoft SQL Server, SQL, Software Documentation, Business Analysis, Customer Service, Technical Support, Troubleshooting, Leadership, Salesforce.com, Training, JIRA, Confluence, SQL Server Management..., Team Leadership, Account Management, Data Analysis, SSRS, Database Administration, FIX, System Administration, Strategic Partnerships, Software, Virtualization, Mentoring, RSL, Unix, Business Process..., Trading Systems, Moxy, Electronic Trading, T-SQL, T-SQL Stored Procedures, SQL Tuning, Axys, APX, Testing, Reporting, Training Delivery, Knowledge Base, Geneva, Quality Assurance

Education
University of California, Davis
Bachelor's Degree, Business/Managerial Economics

Mike Jacobson, EdD Mike Jacobson, EdD San Francisco Bay Area Details
Mike Jacobson, EdD's Advent Software Experience June 2008 - June 2014
Job Director of Talent at TED
Industry Human Resources
Experience
TED Conferences  June 2014 - Present
University of San Francisco  January 2007 - Present
Advent Software   June 2008 - June 2014
Visa  March 2001 - December 2007
Wells Fargo  August 1995 - March 2001
Kaiser Permanente  1993 - 1995

Skills
Talent Management, Succession Planning, Organizational..., Leadership Development

Education
University of California, Davis
BA, Economics

University of San Francisco
MA, Educational Technology

University of San Francisco
Doctor of Education (Ed.D.), Organization and Leadership

Walter Jimenez Walter Jimenez San Francisco Bay Area Details
Walter Jimenez's Advent Software Experience April 2011 - Present
Job Renewals Specialist at Advent Software Inc
Industry Computer Software
Experience
Advent Software   April 2011 - Present
Advent Software Inc  October 2007 - March 2011

Skills
Contract Negotiations, Software Licensing and..., Business Relationship..., Sales, Customer Service, Salesforce.com, Contract Negotiation, International Business, Renewal Retention, Support Services Sales..., Oracle E-Business Suite, SaaS, Solution Selling, Portfolio Management, Sales Operations, CRM, Sales Process, Professional Services, Management, Cloud Computing, Business Analysis, Product Management, Strategy, Enterprise Software

Education
University of California, Davis   2000 — 2004
BA, Political Science and History

Jane Ho Jane Ho San Francisco Bay Area Details
Jane Ho's Advent Software Experience November 2014 - March 2015
Job Sr QA Engineer at Advent Software
Industry Computer Software
Experience
Advent Software   November 2014 - March 2015
Advent Software   January 2010 - November 2014
Advent Software   2010 - 2013
Advent Software   2008 - 2010
Client Support Representative   2007 - 2008

Skills
Salesforce.com, SQL, Microsoft SQL Server, Enterprise Software, Business Analysis, SaaS, Software Documentation, Technical Support, SharePoint, Troubleshooting, Databases, Requirements Analysis, Process Improvement, Integration, Testing, CRM, Data Analysis, Financial Services

Education
University of California, Berkeley
Bachelor’s Degree, Economics

Elung Wu Elung Wu San Jose, California Details
Elung Wu's Advent Software Experience 2004 - 2007
Job Program Manager, Cisco Cloud Services Release Management at Cisco (CCS, CIS)
Industry Internet
Experience
Cisco  January 2015 - Present
HyTrust  2012 - 2015
Rearden Commerce  2011 - 2012
Rearden Commerce  2011 - 2011
Rearden Commerce  2010 - 2011
Nielsen Online  2007 - 2009
Advent Software   2004 - 2007
Advent Software   2000 - 2004

Skills
Agile, Cross-functional Team..., Product Development, E-commerce, SaaS, Program Management, Software Project..., Scrum, SDLC, User Experience, Enterprise Software, SOA, Agile Project Management, Agile Methodologies, Quality Assurance, Testing, CRM, Cloud Computing, Management

Education
University of California, Berkeley

Saint Ignatius

Rajeshwar Mann Rajeshwar Mann Greater Boston Area Details
Rajeshwar Mann's Advent Software Experience January 2010 - August 2010
Job Manager at Avanade
Industry Financial Services
Experience
Avanade  January 2012 - Present
Loomis Sayles  August 2010 - December 2011
Advent Software   January 2010 - August 2010
Blue Cod Technologies  2009 - 2009
Veritude  2004 - 2007
One Source  2002 - 2004
Softricity  2001 - 2001
Eagle Investment Systems  1997 - 2001

Skills
Agile Methodologies, SDLC, Software Development, SQL, C#, Web Services, Microsoft SQL Server, SOA, XML, Java, .NET, Software Project..., Java Enterprise Edition, Enterprise Architecture, Requirements Analysis, Unix, JavaScript, ASP.NET, Linux, Business Analysis

Education
University of Bergen (UiB)   1990 — 1993
Masters, Computer Science

University of Bergen (UiB)   1987 — 1990
Bachelor, Computer Science

University of Agder (UiA)   1984 — 1987
Bachelor, Electonics and Telecommunication

Jeffrey Fung Jeffrey Fung San Francisco Bay Area Details
Jeffrey Fung's Advent Software Experience October 2010 - December 2013
Job Support Analyst
Industry Computer Software
Experience
First Republic Bank: Private Wealth Management   January 2015 - Present
InvestCloud, Inc.   December 2013 - December 2014
Advent Software   October 2010 - December 2013

Skills
Microsoft SQL Server, SaaS, Salesforce.com, SQL, Data Warehousing, Capital Markets, Securities, ETL Testing, ETL Tools, Microsoft Office, Wealth Management, Performance Management, Data Analysis

Education
University of California, Berkeley   2001 — 2005
Bachelor of Arts (BA), Legal Studies

Andrea Cenko Andrea Cenko New York, New York Details
Andrea Cenko's Advent Software Experience April 2015 - Present
Job Solutions Consultant at Advent Software
Industry Computer Software
Experience
Advent Software   April 2015 - Present
Advent Software   January 2013 - April 2015
Advent Software   March 2010 - January 2013
Tamale Software  August 2008 - January 2013

Skills
Salesforce.com, CRM, SaaS, Sales, Business Analysis, Enterprise Software, Account Management, Solution Selling, Cloud Computing, Product Management, Software Project...

Education
Tufts University   2004 — 2008
BS, Engineering Psychology

Wenge Sun Wenge Sun San Francisco Bay Area Details
Wenge Sun's Advent Software Experience 2000 - 2003
Job Risk Management Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo  Marketing Database AnalystWells Fargo2004 - 2008
Charles Schwab  2004 - 2004
Advent Software   2000 - 2003

Education
The University of Texas at Dallas   1997 — 1999
M.S., Computer Science

HuaFu

Anthony Safreno Anthony Safreno New York, New York Details
Anthony Safreno's Advent Software Experience April 2013 - Present
Job Sales Engineer at Advent Software
Industry Computer Software
Experience
Advent Software   April 2013 - Present
Advent Software   January 2010 - April 2013
Advent Software   2008 - January 2010

Skills
Enterprise Software, Business Analysis, Requirements Analysis, Salesforce.com, SaaS, SQL, Software Project..., Integration, SharePoint, Cloud Computing, Databases, Software Implementation, Agile Methodologies, Microsoft SQL Server, CRM, SSRS, Portfolio Management, Software Documentation, Analytics, Business Intelligence

Education
University of California, Davis   1998 — 2002
Bachelor's degree, Psychology

Willrich Susan Willrich Susan San Francisco Bay Area Details
Willrich Susan's Advent Software Experience June 1992 - December 1999
Job Owner at The Dailey Method Piedmont
Industry Health, Wellness and Fitness
Experience
The Dailey Method Piedmont & Berkeley   2004 - Present
Advent Software   June 1992 - December 1999

Skills
Fitness, Fundraising, Social Media Marketing, Online Advertising, Social Media, Public Relations, Start-ups, Marketing, Public Speaking, Strategic Planning, Event Planning, Strategic Partnerships, Marketing Strategy, CRM

Education
University of California, Berkeley   1983 — 1987
BA, Political Economy of Industrial Societies

Halen Chu Halen Chu San Francisco Bay Area Details
Halen Chu's Advent Software Experience November 2006 - Present
Job Director at Advent Software
Industry Computer Software
Experience
Advent Software   November 2006 - Present

Skills
Sarbanes-Oxley Act, Internal Controls, Financial Reporting, SEC filings, Revenue Recognition, Accounting, Financial Analysis, US GAAP, Auditing, Internal Audit, Forecasting, Mergers & Acquisitions, SEC Filings, Strategy

Education
University of California, Berkeley

Sandy Preto Sandy Preto San Francisco Bay Area Details
Sandy Preto's Advent Software Experience January 1994 - April 1998
Job Founder, President Notes4Hope Nonprofit
Industry Management Consulting
Experience
Notes4Hope   December 2012 - Present
InnovationPoint LLC   August 2013 - December 2014
Famtivity   May 2013 - January 2014
Moraga School District  July 2012 - June 2013
Joaquin Moraga intermediate School   July 2010 - July 2012
Mobilium   2000 - 2002
Intraware  1999 - 2001
Intraware  1997 - 2000
Advent Software   January 1994 - April 1998

Skills
Non-profits, Strategic Planning, Project Management, Marketing, Program Management, Fundraising, Organizational..., Event Planning, Marketing Strategy, Public Speaking, Lead Generation, Team Building, Social Media, Budgets, Training Delivery, Training Management, Project Planning, Agile Project Management, Nonprofits, Public Relations, Business Development, Employee Training, Business Strategy

Education
University of California, Davis   1983 — 1988
BA, Economics, Rhetoric & Communications

Northgate High School

JC Sander JC Sander San Francisco Bay Area Details
JC Sander's Advent Software Experience May 2013 - March 2014
Job Financial Analyst at Xtime
Industry Internet
Experience
Xtime  March 2014 - Present
University of San Francisco  July 2011 - Present
Advent Software   May 2013 - March 2014
Xtime  February 2013 - May 2013
Google  June 2012 - January 2013
Hult International Business School  September 2011 - June 2012
University of San Francisco, School of Business and Professional Studies   October 2008 - June 2011
FoxMandel Little   June 2008 - June 2008
East Bay Institute for Research and Education   August 2005 - August 2007

Skills
Microsoft Excel, Creative Problem Solving, Teaching Experience, Research, Higher Education, University Teaching, Teaching, PowerPoint, Data Analysis, Leadership, Critical Thinking, Organizational..., Marketing Strategy, Business Strategy, Social Media Marketing, Fundraising, Community Outreach, Social Media, Marketing Research, Analysis, Teacher Training, Market Research, Social Networking, Project Management, Entrepreneurship, Program Management, Forecasting, Sales, Analytics, Finance

Education
University of San Francisco - School of Management   2008 — 2011
Master, Business Administration

University of San Francisco School of Law   2007 — 2011
JD, Intellectual Property

University of California, Davis   2002 — 2004
Bachelors of Arts, Political Science

Abraham Choe Abraham Choe San Francisco Bay Area Details
Abraham Choe's Advent Software Experience July 2014 - March 2015
Job Software Tester
Industry Computer Software
Experience
Advent Software   July 2014 - March 2015
Advent Software   October 2010 - July 2014
Workstation and Microcomputer Facilities  January 2008 - May 2010

Skills
Data Analysis, Agile Testing, Agile Methodologies, Regression Testing, SQL, Microsoft Office, Microsoft Excel, Microsoft SQL Server, PowerPoint, Technical Support, Troubleshooting, Salesforce.com

Education
University of California, Berkeley   2006 — 2010
Bachelor of Arts (B.A.), Applied Mathematics

Aliya Janjua Aliya Janjua San Francisco, California Details
Aliya Janjua's Advent Software Experience October 2000 - Present
Job Director, Global Client Services at Advent Software
Industry Computer Software
Experience
Advent Software   October 2000 - Present

Skills
Documentation, Troubleshooting, Team Management, Customer Relations, Process Improvement, Cross-functional Team..., Software Documentation, Salesforce.com, Vendor Management, Leadership, Team Leadership, Microsoft Excel, Strategic Planning, Business Strategy, SaaS, Business Analysis, Customer Service, Strategy, Project Management, CRM, Product Management, Enterprise Software, Cloud Computing, Program Management, Mergers & Acquisitions, Business Intelligence, Integration, Analytics, Management

Education
University of San Francisco   2010 — 2012
Masters of Business, Executive MBA

University of San Francisco - Masagung Graduate School of Management   2010 — 2012
Master of Business Administration (M.B.A.), Executive MBA

University of California, Davis   1995 — 1999
Bachelor of Arts (B.A.), International Relations and Japanese

Lowell High School, San Francisco, CA   1991 — 1995

Leonard Steele Leonard Steele Stockton, California Area Details
Leonard Steele's Advent Software Experience December 2001 - October 2003
Job Production Support Analyst at InvestCloud LLC
Industry Information Technology and Services
Experience
InvestCloud LLC  August 2013 - Present
QMetry   October 2012 - July 2013
Apple  March 2012 - June 2012
GXS  July 2010 - August 2011
Primerica Financial Services  2003 - 2011
Inovis  January 2005 - July 2010
Apex Technology Systems, Inc.   July 2004 - January 2005
The Home Depot  January 2004 - July 2004
Advent Software   December 2001 - October 2003
Advent Software   July 1997 - December 2001

Skills
SQL, Windows, Unix, Troubleshooting, XML, Customer Service, SharePoint, Enterprise Software, Software Documentation, Integration, Cloud Computing, Testing, Leadership, Technical Support, Team Building, Networking, Operating Systems, Vendor Management, Call Centers, System Administration, Visio, Requirements Analysis, TCP/IP, SDLC, Microsoft SQL Server, Quality Assurance, SaaS, Business Analysis, Linux, Agile Methodologies, ITIL, Software Project..., Oracle, CRM

Education
University of California, Los Angeles   1986 — 1991

Riordan High School

Russell Violet Russell Violet San Francisco Bay Area Details
Russell Violet's Advent Software Experience December 2014 - Present
Job Senior Software Engineer at Advent Software
Industry Computer Software
Experience
Advent Software   December 2014 - Present
Sentient Technologies  June 2012 - November 2014
Arxan Technologies  September 2005 - June 2012

Skills
C, C++, Object Oriented Design, Agile, Software Engineering, Software Development, Windows, Linux, Mac OS X, .NET, x86 Assembly, Debugging, Agile Methodologies, Java, Embedded Systems, Software Design, Perl, Eclipse, Visual Studio, Subversion, OS X, Python, OOP, Embedded Software, Unix, Algorithms, C#, Objective-C, Shell Scripting, Computer Science, Distributed Systems, Bash

Education
University of California, Berkeley   2003 — 2005
BA, Computer Science

Chungda Woo Chungda Woo South San Francisco, California Details
Chungda Woo's Advent Software Experience June 2004 - September 2005
Job FP&A Manager at Solazyme
Industry Biotechnology
Experience
Solazyme, Inc.   June 2012 - Present
Portola Pharmaceuticals  July 2007 - June 2012
Walmart eCommerce  September 2005 - January 2007
Advent Software   June 2004 - September 2005
Merrill Lynch Professional Clearing Corp.  January 2002 - June 2004
ERNST&YOUNG  September 2000 - October 2001

Education
University of California, Los Angeles   1996 — 2000
Bachelor's Degree, Business Economics / Math Applied Science

Olivia Ong Olivia Ong Richmond, California Details
Olivia Ong's Advent Software Experience December 2010 - July 2013
Job Application Developer at Workday
Industry Computer Software
Experience
Workday  August 2013 - Present
Advent Software   December 2010 - July 2013
Advent Software   April 2008 - December 2010
Advent Software   June 2006 - April 2008
PATH  2005 - June 2006
Lawrence Hall of Science  2004 - September 2005

Skills
C#, C++, Java, Geneva, Basics of Unix, Emacs, RSL, RDL, TFS, Subversion, Financial Accounting, Agile Methodologies, Financial Analysis, Quality Assurance, Cloud Computing, Cloud Applications, Web Services, Scrum, XML, Integration, Unix, Databases, Analysis

Education
UC Berkeley   2002 — 2006
Bachelor of Science (B.S.), Computer Science

Evangeline Kaliski Evangeline Kaliski San Francisco Bay Area Details
Evangeline Kaliski's Advent Software Experience August 2008 - June 2014
Job System Engineer & M2M QA at Cantaloupe Systems
Industry Computer Software
Experience
Cantaloupe Systems  June 2015 - Present
Health Access Solutions  June 2014 - May 2015
Advent Software   August 2008 - June 2014
salesforce.com  February 2008 - May 2008
Charles Schwab  July 2006 - January 2008
Adobe  October 1999 - January 2005
The Vantive Corporation   March 1997 - October 1999
Genentech  July 1996 - March 1997

Skills
Software Quality..., Microsoft SQL Server, Software Deployment, Root Cause Analysis, Quality Assurance, SQL, Test Automation, Test Cases, .NET, SilkTest, Web Applications, Integration, TFS, Software Project..., Test Automation..., Process Improvement, Software Configuration..., Enterprise Software, White Box Testing

Education
UC Berkeley
Bachelor of Science (BS), Bioengineering and Biomedical Engineering

Stephen Moehle Stephen Moehle Berkeley, California Details
Stephen Moehle's Advent Software Experience October 1992 - Present
Job Principal Software Engineer at Advent Software
Industry Computer Software
Experience
Advent Software   October 1992 - Present

Skills
C++, Software Development, Software Design, C#, .NET, Windows, XML

Education
University of California, Berkeley   1980 — 1984
Bachelor of Arts (BA), Physics

Lien Chi Lien Chi San Francisco, California Details
Lien Chi's Advent Software Experience May 2007 - July 2015
Job Billing Analyst
Industry Computer Software
Experience
AppDynamics  July 2015 - Present
Advent Software   May 2007 - July 2015
Academy of Art University  June 2005 - May 2007
Regal Entertainment Group  June 2000 - March 2005

Skills
Oracle Applications, Salesforce.com, Onyx CRM, Versatile Writer, Hyperion, PeopleSoft, Microsoft Excel, Microsoft Word, Outlook, 10-Key by touch, Accounts Receivable, Analysis, Payments, Process Improvement, Enterprise Software, Customer Service, Finance, Accounting, Account Reconciliation, SaaS, Business Analysis, CRM, Management, PowerPoint, Invoicing, Financial Analysis, Microsoft Office

Education
University of California, Davis
Bachelor's Degree, Double majors in Political Science and Economics (Emphasis in Law and Finance)

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