Advent Software
Industry: Software company
DescriptionAdvent Software is a software company that makes software designed to automate portfolio accounting for investment management firms. These range from family offices and investment advisers to large institutional investors and hedge funds. Headquarters: San Francisco, California, United States Founded: 1983 Number of employees: 1,209 CEO: Robert Roley (30 Jun 2016–), Dave Welling (30 Jun 2016–) Subsidiaries: MicroEdge, Inc, Founders: Stephanie DiMarco, Steve Strand Parent organization: SS&C Technologies
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.
Advent Software Salaries. You can even request information on how much does Advent Software pay if you want to. Learn about salaries, pros and cons of working for Advent Software directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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 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
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
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
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)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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)
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
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
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
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
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
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
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
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
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
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.)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Advent Software April 2014 - Present
Education
University of California, Berkeley 1997 — 2001
Bachelors
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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)