Advent Software
Industry: Software company
DescriptionAdvent Software is a software company that makes software designed to automate portfolio accounting for investment management firms. These range from family offices and investment advisers to large institutional investors and hedge funds. Headquarters: San Francisco, California, United States Founded: 1983 Number of employees: 1,209 CEO: Robert Roley (30 Jun 2016–), Dave Welling (30 Jun 2016–) Subsidiaries: MicroEdge, Inc, Founders: Stephanie DiMarco, Steve Strand Parent organization: SS&C Technologies
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1,110 Advent Software employees in database. Find out everything there's to know about Advent Software employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Advent Software Employees
Employee
Years
Job
Industry
Jill Loeffler Jill Loeffler's Advent Software Experience July 2001 - August 2005
Job
Industry Leisure, Travel & Tourism
Experience
SFTourismTips.com DreamExploreInspire.com October 2011 - Present
Dream-Explore-Inspire April 2011 - October 2011
Walmart.com January 2008 - March 2011
Sephora August 2005 - January 2008
Advent Software July 2001 - August 2005
National Research Corporation May 1998 - April 2001
Skills
Entrepreneurship, Website Monetization, Website Building, Google Website Optimizer, Google Analytics, Search Engine Ranking, Email Marketing, Digital Marketing, Marketing, CRM, Marketing Strategy, E-commerce, Direct Marketing, Management, Strategy, Retail, Marketing Communications, Cross-functional Team..., Leadership, Brand Management, Social Media, Online Advertising, Social Media Marketing, Strategic Planning, Product Management, Sales, Forecasting, B2B, Program Management, Market Planning, Team Leadership, Project Management, Sales Operations, Competitive Analysis, Team Building, Blogging, Market Analysis, Gamification, Sales Management, Budgets, Market Research, Multi-channel Marketing, Product Development, Product Marketing, Small Business
Education
University of Nebraska-Lincoln 1991 — 1996
Bachelor’s Degree, Broadcast/Journalism
SFTourismTips.com DreamExploreInspire.com October 2011 - Present
Dream-Explore-Inspire April 2011 - October 2011
Walmart.com January 2008 - March 2011
Sephora August 2005 - January 2008
Advent Software July 2001 - August 2005
National Research Corporation May 1998 - April 2001
Skills
Entrepreneurship, Website Monetization, Website Building, Google Website Optimizer, Google Analytics, Search Engine Ranking, Email Marketing, Digital Marketing, Marketing, CRM, Marketing Strategy, E-commerce, Direct Marketing, Management, Strategy, Retail, Marketing Communications, Cross-functional Team..., Leadership, Brand Management, Social Media, Online Advertising, Social Media Marketing, Strategic Planning, Product Management, Sales, Forecasting, B2B, Program Management, Market Planning, Team Leadership, Project Management, Sales Operations, Competitive Analysis, Team Building, Blogging, Market Analysis, Gamification, Sales Management, Budgets, Market Research, Multi-channel Marketing, Product Development, Product Marketing, Small Business
Education
University of Nebraska-Lincoln 1991 — 1996
Bachelor’s Degree, Broadcast/Journalism
Greg McClellan Greg McClellan's Advent Software Experience January 2000 - Present
Job Senior Manager, Software Engineering at Advent Software
Industry Computer Software
Experience
Advent Software January 2000 - Present
Skills
Microsoft SQL Server, C#, Scrum, ASP.NET, SSRS, Software Development, .NET, C++, SOA, Web Services, WCF, Test Automation, Amazon Web Services..., Agile Project Management, Asset Managment, Trading Systems, XML, Databases, Certified Scrum Master..., Trade Compliance, SSO, SAML, SAML 2.0, ASP.NET MVC, Entity Framework, Castle Windsor, Identity Management, Federated Identity..., Cloud Security, Cloud Applications, REST, Making Coffee
Education
University of California, San Diego 1995 — 1999
Bachelor's Degree, Computer Science
Advent Software January 2000 - Present
Skills
Microsoft SQL Server, C#, Scrum, ASP.NET, SSRS, Software Development, .NET, C++, SOA, Web Services, WCF, Test Automation, Amazon Web Services..., Agile Project Management, Asset Managment, Trading Systems, XML, Databases, Certified Scrum Master..., Trade Compliance, SSO, SAML, SAML 2.0, ASP.NET MVC, Entity Framework, Castle Windsor, Identity Management, Federated Identity..., Cloud Security, Cloud Applications, REST, Making Coffee
Education
University of California, San Diego 1995 — 1999
Bachelor's Degree, Computer Science
Pramod Somani Pramod Somani's Advent Software Experience October 2011 - Present
Job Senior Reporting Engineer at Advent Software
Industry Investment Management
Experience
Advent Software October 2011 - Present
Sempra Energy September 2010 - December 2010
Allianz Global Investors Capital May 2010 - December 2010
IRIS Business Services India Pvt Ltd November 2008 - August 2009
Chetan Containers June 2007 - January 2009
Skills
Agile Methodologies, Financial Reporting, SSRS, Visual Basic, Financial Markets, SQL Server, Excel, C++, Microsoft SQL Server, C#, OData, Business Intelligence, Portfolio Analytics, Performance Reporting, SDLC, SQL, SharePoint, Portfolio Management, Analysis, Project Management, Finance, ASP.NET
Education
University of San Diego 2009 — 2011
MBA, Business
University of Mumbai 2004 — 2007
Bachelor of Engineering, Information Technology
Maharashtra State Technical Board 2001 — 2004
Diploma, Information Technology
Advent Software October 2011 - Present
Sempra Energy September 2010 - December 2010
Allianz Global Investors Capital May 2010 - December 2010
IRIS Business Services India Pvt Ltd November 2008 - August 2009
Chetan Containers June 2007 - January 2009
Skills
Agile Methodologies, Financial Reporting, SSRS, Visual Basic, Financial Markets, SQL Server, Excel, C++, Microsoft SQL Server, C#, OData, Business Intelligence, Portfolio Analytics, Performance Reporting, SDLC, SQL, SharePoint, Portfolio Management, Analysis, Project Management, Finance, ASP.NET
Education
University of San Diego 2009 — 2011
MBA, Business
University of Mumbai 2004 — 2007
Bachelor of Engineering, Information Technology
Maharashtra State Technical Board 2001 — 2004
Diploma, Information Technology
Theodore Perry Theodore Perry's Advent Software Experience July 2015 - Present
Job Client Support Specialist at Advent Software
Industry Financial Services
Experience
Advent Software July 2015 - Present
Vent Software LLC February 2015 - July 2015
ConvergEx Group March 2014 - February 2015
Hertz Local Edition August 2013 - December 2013
AXA Equitable January 2013 - May 2013
Skills
Microsoft Excel, Financial Modeling, MS Excel Pivot Tables, SQL, Public Speaking, Financial Analysis, Financial Reporting, Financial Accounting, Access, Databases, Communication, International Capital..., Excel Models, Excel Pivot, PowerPoint, Microsoft Word, Outlook, iOS, Windows, QuickBooks, Microsoft Dynamics GP, Analysis, Customer Service, Customer Satisfaction, Customer Relations, Leadership, Time Management, Investments, Teamwork, B2B, Microsoft Office, Sales, Management, Finance, Team Leadership
Education
University of Central Florida 2009 — 2013
Bachelors of Science in Business Administration, Finance, General
University of Central Florida - College of Business Administration 2009 — 2013
Bachelor’s Degree, Finance, 3.4
Advent Software July 2015 - Present
Vent Software LLC February 2015 - July 2015
ConvergEx Group March 2014 - February 2015
Hertz Local Edition August 2013 - December 2013
AXA Equitable January 2013 - May 2013
Skills
Microsoft Excel, Financial Modeling, MS Excel Pivot Tables, SQL, Public Speaking, Financial Analysis, Financial Reporting, Financial Accounting, Access, Databases, Communication, International Capital..., Excel Models, Excel Pivot, PowerPoint, Microsoft Word, Outlook, iOS, Windows, QuickBooks, Microsoft Dynamics GP, Analysis, Customer Service, Customer Satisfaction, Customer Relations, Leadership, Time Management, Investments, Teamwork, B2B, Microsoft Office, Sales, Management, Finance, Team Leadership
Education
University of Central Florida 2009 — 2013
Bachelors of Science in Business Administration, Finance, General
University of Central Florida - College of Business Administration 2009 — 2013
Bachelor’s Degree, Finance, 3.4
Randall Robinson Randall Robinson's Advent Software Experience August 2015 - Present
Job Sr Manager, FP&A at Advent Software
Industry Computer Software
Experience
Advent Software August 2015 - Present
Advent Software August 2013 - Present
PSS April 2012 - July 2013
PSS August 2011 - June 2012
University of North Florida January 2011 - August 2011
University of North Florida August 2008 - December 2010
Robert Half International 2006 - 2008
ICI Homes 2005 - 2006
Skills
Budgets, Leadership, Financial Analysis, Process Improvement, Access, Management, Time Management, Accounting, Data Analysis, Finance, Analysis, Strategic Planning, Customer Service, Microsoft Excel, Financial Reporting, Sales, Financial Modeling, Sales Operations, Financial Accounting, Hyperion Enterprise, Essbase, Analytics, Internal Controls, Salesforce.com, Account Reconciliation, Account Management, CRM, Sarbanes-Oxley Act, Business Intelligence, Outlook
Education
University of North Florida - College of Business Administration 2009 — 2010
MBA, Finance
University of North Florida - College of Business Administration 2001 — 2005
Bachelor's, Corporate Finance
University of North Florida
Advent Software August 2015 - Present
Advent Software August 2013 - Present
PSS April 2012 - July 2013
PSS August 2011 - June 2012
University of North Florida January 2011 - August 2011
University of North Florida August 2008 - December 2010
Robert Half International 2006 - 2008
ICI Homes 2005 - 2006
Skills
Budgets, Leadership, Financial Analysis, Process Improvement, Access, Management, Time Management, Accounting, Data Analysis, Finance, Analysis, Strategic Planning, Customer Service, Microsoft Excel, Financial Reporting, Sales, Financial Modeling, Sales Operations, Financial Accounting, Hyperion Enterprise, Essbase, Analytics, Internal Controls, Salesforce.com, Account Reconciliation, Account Management, CRM, Sarbanes-Oxley Act, Business Intelligence, Outlook
Education
University of North Florida - College of Business Administration 2009 — 2010
MBA, Finance
University of North Florida - College of Business Administration 2001 — 2005
Bachelor's, Corporate Finance
University of North Florida
Peter Kirsheman Peter Kirsheman's Advent Software Experience January 2013 - February 2014
Job Senior Manager, Client Services
Industry Computer Software
Experience
Advent Software January 2013 - February 2014
Advent Software June 2011 - December 2012
Tamale Software November 2005 - September 2012
Advent Software December 2009 - June 2011
Cambridge Executive Enterprises May 1999 - April 2004
American Photo Marketing March 1994 - December 1998
Skills
Start-ups, Enterprise Software, SaaS, Cross-functional Team..., Leadership, Team Leadership, Management, Team Management, Support Management, Professional Services, Software Implementation, Program Management, Project Management, Resource Management, Release Management, Process Improvement, Business Process..., Business Process, Business Analysis, Research Management, CRM, RMS, Salesforce.com, OpenAir, NetSuite, JIRA, Consulting, Help Desk Support, Financial Services, Internal Communications, Financial Analysis, Financial Reporting, Data Analysis, Disaster Recovery, Business Continuity..., Cpr Certified, First Aid, Microsoft Excel
Education
University of Michigan
Bachelor of Arts (B.A.), English Language and Literature, General
Advent Software January 2013 - February 2014
Advent Software June 2011 - December 2012
Tamale Software November 2005 - September 2012
Advent Software December 2009 - June 2011
Cambridge Executive Enterprises May 1999 - April 2004
American Photo Marketing March 1994 - December 1998
Skills
Start-ups, Enterprise Software, SaaS, Cross-functional Team..., Leadership, Team Leadership, Management, Team Management, Support Management, Professional Services, Software Implementation, Program Management, Project Management, Resource Management, Release Management, Process Improvement, Business Process..., Business Process, Business Analysis, Research Management, CRM, RMS, Salesforce.com, OpenAir, NetSuite, JIRA, Consulting, Help Desk Support, Financial Services, Internal Communications, Financial Analysis, Financial Reporting, Data Analysis, Disaster Recovery, Business Continuity..., Cpr Certified, First Aid, Microsoft Excel
Education
University of Michigan
Bachelor of Arts (B.A.), English Language and Literature, General
Ronan Cosme Ronan Cosme's Advent Software Experience March 2015 - Present
Job Learning & Organizational Development Program Manager
Industry Human Resources
Experience
Advent Software March 2015 - Present
Deloitte June 2014 - March 2015
Ascent Services Group January 2014 - June 2014
Calypso Technology November 2013 - December 2013
Velti (now MGage) June 2012 - September 2013
Calypso Technology September 2008 - June 2012
Moody's June 2005 - September 2008
Tilia, Inc. 2004 - 2005
Larkin Street Youth Services February 2003 - August 2003
MSCI Barra 1995 - 2003
Skills
Employee Relations, Organizational..., Talent Management, Human Resources, Employee Benefits, Performance Management, Project Management, Change Management, Employee Engagement, Strategic Planning, Process Improvement, Recruiting, HR Communications, Internal Communications, Training, Coaching, Talent Acquisition, HRIS, Succession Planning, Policy, Corporate Communications, Employee Surveys, Program Management, Team Building, Leadership, Strategy, Personnel Management, Onboarding, Interviews, Organizational Design, Organizational..., Employee Training, Management
Education
University of California, Santa Cruz
BA, Psychology
Advent Software March 2015 - Present
Deloitte June 2014 - March 2015
Ascent Services Group January 2014 - June 2014
Calypso Technology November 2013 - December 2013
Velti (now MGage) June 2012 - September 2013
Calypso Technology September 2008 - June 2012
Moody's June 2005 - September 2008
Tilia, Inc. 2004 - 2005
Larkin Street Youth Services February 2003 - August 2003
MSCI Barra 1995 - 2003
Skills
Employee Relations, Organizational..., Talent Management, Human Resources, Employee Benefits, Performance Management, Project Management, Change Management, Employee Engagement, Strategic Planning, Process Improvement, Recruiting, HR Communications, Internal Communications, Training, Coaching, Talent Acquisition, HRIS, Succession Planning, Policy, Corporate Communications, Employee Surveys, Program Management, Team Building, Leadership, Strategy, Personnel Management, Onboarding, Interviews, Organizational Design, Organizational..., Employee Training, Management
Education
University of California, Santa Cruz
BA, Psychology
Greg Compestine's Advent Software Experience May 2010 - June 2014
Job
Industry Financial Services
Experience
Coverity July 2014 - Present
Advent Software May 2010 - June 2014
AXA Rosenberg Investment Management LLC November 2003 - October 2010
Compestine Consulting October 2002 - October 2003
Sagent Technology January 2000 - August 2002
Dataware Technologies Services Division July 1994 - January 1998
NSR May 1992 - June 1994
DCS Inc February 1989 - May 1992
Cadnetix, Inc November 1985 - April 1987
Broyles Engineering September 1984 - November 1985
Skills
Software Development, Unix, Perl, C, C++, Linux, Python, GUI, XML, HTML, Windows, PostgreSQL, Project Management, RDBMS, Visual C++, Troubleshooting, Software Documentation, APIs, MFC, Databases, Software Design, Software Engineering, C#, Solaris, Programming, Apache, Scrum, Testing, Integration, Operating Systems, Architecture, Object Oriented Design, Enterprise Architecture, Embedded Systems, Architectures, Algorithms, Agile Methodologies, Git
Education
University of Colorado at Boulder 1978 — 1981
B.A
University of Colorado Boulder
Coverity July 2014 - Present
Advent Software May 2010 - June 2014
AXA Rosenberg Investment Management LLC November 2003 - October 2010
Compestine Consulting October 2002 - October 2003
Sagent Technology January 2000 - August 2002
Dataware Technologies Services Division July 1994 - January 1998
NSR May 1992 - June 1994
DCS Inc February 1989 - May 1992
Cadnetix, Inc November 1985 - April 1987
Broyles Engineering September 1984 - November 1985
Skills
Software Development, Unix, Perl, C, C++, Linux, Python, GUI, XML, HTML, Windows, PostgreSQL, Project Management, RDBMS, Visual C++, Troubleshooting, Software Documentation, APIs, MFC, Databases, Software Design, Software Engineering, C#, Solaris, Programming, Apache, Scrum, Testing, Integration, Operating Systems, Architecture, Object Oriented Design, Enterprise Architecture, Embedded Systems, Architectures, Algorithms, Agile Methodologies, Git
Education
University of Colorado at Boulder 1978 — 1981
B.A
University of Colorado Boulder
Jason Charles Jason Charles's Advent Software Experience August 2001 - April 2004
Job Financial Systems Professional
Industry Financial Services
Experience
TIAA-CREF September 2014 - Present
Extra Mile Reconciliation, LLC June 2011 - September 2014
Conifer Financial Services April 2010 - June 2011
Stanford University October 2004 - September 2009
Advent Software August 2001 - April 2004
Skills
SQL, Quality Assurance, Microsoft Excel, Crystal Reports, Private Equity, Performance Analysis, Financial Reporting, Process Automation, Adobe Creative Suite, Microsoft SQL Server, APX, SSIS, Active Directory, Bloomberg, Portfolio Management, Integration, Databases, Program Management, Troubleshooting, Data Analysis, Business Analysis, Management, Alternative Investments
Education
University of Delaware 1997 — 2001
Bachelor, English
TIAA-CREF September 2014 - Present
Extra Mile Reconciliation, LLC June 2011 - September 2014
Conifer Financial Services April 2010 - June 2011
Stanford University October 2004 - September 2009
Advent Software August 2001 - April 2004
Skills
SQL, Quality Assurance, Microsoft Excel, Crystal Reports, Private Equity, Performance Analysis, Financial Reporting, Process Automation, Adobe Creative Suite, Microsoft SQL Server, APX, SSIS, Active Directory, Bloomberg, Portfolio Management, Integration, Databases, Program Management, Troubleshooting, Data Analysis, Business Analysis, Management, Alternative Investments
Education
University of Delaware 1997 — 2001
Bachelor, English
William Thurman's Advent Software Experience 2010 - 2013
Job Senior Business Analyst at Wells Fargo
Industry Computer Software
Experience
Wells Fargo 2014 - Present
Granite Solutions Groupe, Inc. 2013 - 2014
Advent Software 2010 - 2013
Visa 2005 - 2010
Perot Systems 2002 - 2005
GE Medical Systems - Healthcare Solutions 2001 - 2002
SoftMed Systems 1999 - 2000
UCSF Medical Center 1996 - 1999
University of Texas Southwestern 1995 - 1996
Winter Park Memorial Hospital 1989 - 1995
Skills
Requirements Analysis, Business Analysis, Requirements Gathering, Software Documentation, Software Lifecycle, Healthcare, Credit Card Transaction..., Portfolio Management, UML, Rational Rose..., Windows 7, Windows XP Pro, Windows Server, Unix, Microsoft SQL Server, DB2, Oracle, Scrum, Agile Methodologies, RUP, HTML, XML, SQL, HL7, MUMPS, ClearCase, ClearQuest, SharePoint, Microsoft Office, Microsoft Exchange, MS Project, Photoshop, Web Applications, CRM
Education
University of Central Florida 1986 — 1988
Bachelor of Science, Computer Science
Wells Fargo 2014 - Present
Granite Solutions Groupe, Inc. 2013 - 2014
Advent Software 2010 - 2013
Visa 2005 - 2010
Perot Systems 2002 - 2005
GE Medical Systems - Healthcare Solutions 2001 - 2002
SoftMed Systems 1999 - 2000
UCSF Medical Center 1996 - 1999
University of Texas Southwestern 1995 - 1996
Winter Park Memorial Hospital 1989 - 1995
Skills
Requirements Analysis, Business Analysis, Requirements Gathering, Software Documentation, Software Lifecycle, Healthcare, Credit Card Transaction..., Portfolio Management, UML, Rational Rose..., Windows 7, Windows XP Pro, Windows Server, Unix, Microsoft SQL Server, DB2, Oracle, Scrum, Agile Methodologies, RUP, HTML, XML, SQL, HL7, MUMPS, ClearCase, ClearQuest, SharePoint, Microsoft Office, Microsoft Exchange, MS Project, Photoshop, Web Applications, CRM
Education
University of Central Florida 1986 — 1988
Bachelor of Science, Computer Science
Ilia Talalai Ilia Talalai's Advent Software Experience September 2014 - Present
Job Associate Software Engineer at Advent Software
Industry Computer Software
Experience
Advent Software September 2014 - Present
Originate June 2013 - February 2014
Zultys, Inc. January 2013 - June 2013
UCSD Electrical Engineering Department September 2011 - June 2012
Skills
C++, C#, Cloud Computing, JavaScript, Python, Ruby, Debugging, QA Engineering, Distributed Caching, Project Management, Pivotal Tracker, Logic Programming, Project Planning, Computer Architecture, Control Logic, JIRA, Photonics, Computer Hardware, Cloud Applications
Education
UCSD 2009 — 2012
Bachelor's degree, Electrical Engineering, 3.7
Advent Software September 2014 - Present
Originate June 2013 - February 2014
Zultys, Inc. January 2013 - June 2013
UCSD Electrical Engineering Department September 2011 - June 2012
Skills
C++, C#, Cloud Computing, JavaScript, Python, Ruby, Debugging, QA Engineering, Distributed Caching, Project Management, Pivotal Tracker, Logic Programming, Project Planning, Computer Architecture, Control Logic, JIRA, Photonics, Computer Hardware, Cloud Applications
Education
UCSD 2009 — 2012
Bachelor's degree, Electrical Engineering, 3.7
Angie Ramstetter Lu Angie Ramstetter Lu's Advent Software Experience September 1999 - March 2000
Job Senior Web Project Manager, Web Project Delivery Team at Adobe
Industry Online Media
Experience
Adobe September 2012 - July 2015
Adobe Systems, Inc. August 2006 - August 2012
CNET NETWORKS February 2003 - February 2004
CNET September 2000 - January 2003
Zappos Family of Companies March 2000 - September 2000
Advent Software September 1999 - March 2000
Skills
Dreamweaver, Information Architecture, Content Management, Mobile Devices, Online Advertising, Content Strategy, Usability Testing, Agile Methodologies, Web Development, Web Project Management, SaaS, Agile Project Management, JavaScript, HTML 5, Web Content Management, Content Development, Google Analytics, CMS, Wireframes, Scrum, Usability, User Interface, Digital Marketing, HTML5
Education
University of Colorado at Boulder 1991 — 1995
Bachelor of Science (BS), Psychology
Adobe September 2012 - July 2015
Adobe Systems, Inc. August 2006 - August 2012
CNET NETWORKS February 2003 - February 2004
CNET September 2000 - January 2003
Zappos Family of Companies March 2000 - September 2000
Advent Software September 1999 - March 2000
Skills
Dreamweaver, Information Architecture, Content Management, Mobile Devices, Online Advertising, Content Strategy, Usability Testing, Agile Methodologies, Web Development, Web Project Management, SaaS, Agile Project Management, JavaScript, HTML 5, Web Content Management, Content Development, Google Analytics, CMS, Wireframes, Scrum, Usability, User Interface, Digital Marketing, HTML5
Education
University of Colorado at Boulder 1991 — 1995
Bachelor of Science (BS), Psychology
Lily Wu's Advent Software Experience 2004 - 2005
Job Engagement Marketer passionate about helping people learn
Industry E-Learning
Experience
lynda.com (a LinkedIn company) June 2015 - Present
Univfy April 2014 - May 2015
Electronic Arts August 2012 - April 2014
Wells Fargo March 2011 - August 2012
SurveyMonkey September 2010 - March 2011
Electronic Arts June 2009 - September 2010
Electronic Arts September 2007 - June 2009
Electronic Arts December 2005 - September 2007
Advent Software 2004 - 2005
Acxiom Digital 2002 - 2005
Skills
Online Advertising, Social Networking, Direct Marketing, Mobile Devices, Management, SEO, Leadership, Marketing Management, Email Marketing, Online Marketing, CRM
Education
University of California, Santa Cruz 1996 — 2000
Bachelor’s Degree, Molecular and Cellular Developmental Biology
lynda.com (a LinkedIn company) June 2015 - Present
Univfy April 2014 - May 2015
Electronic Arts August 2012 - April 2014
Wells Fargo March 2011 - August 2012
SurveyMonkey September 2010 - March 2011
Electronic Arts June 2009 - September 2010
Electronic Arts September 2007 - June 2009
Electronic Arts December 2005 - September 2007
Advent Software 2004 - 2005
Acxiom Digital 2002 - 2005
Skills
Online Advertising, Social Networking, Direct Marketing, Mobile Devices, Management, SEO, Leadership, Marketing Management, Email Marketing, Online Marketing, CRM
Education
University of California, Santa Cruz 1996 — 2000
Bachelor’s Degree, Molecular and Cellular Developmental Biology
Ricky Bhullar 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
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
Cathy Morrison Messina Cathy Morrison Messina's Advent Software Experience March 2012 - Present
Job Senior Manager, Advent University at Advent Software
Industry Computer Software
Experience
Advent Software March 2012 - Present
Advent Software September 2009 - March 2012
Raymond James Investment Services April 2006 - July 2009
Raymond James and Associates March 2001 - April 2006
Harvard Center for International Development January 2000 - December 2000
Skills
Training, Management, Employee Training, Investments, Research, Mutual Funds, Integration, Teaching, Testing, Trading, Salesforce.com, Financial Services, Project Management, Onboarding, Human Resources, Portfolio Management, Program Management
Education
University of Florida 1995 — 1999
Bachelor of Liberal Arts & Sciences, English and Business Administration
Advent Software March 2012 - Present
Advent Software September 2009 - March 2012
Raymond James Investment Services April 2006 - July 2009
Raymond James and Associates March 2001 - April 2006
Harvard Center for International Development January 2000 - December 2000
Skills
Training, Management, Employee Training, Investments, Research, Mutual Funds, Integration, Teaching, Testing, Trading, Salesforce.com, Financial Services, Project Management, Onboarding, Human Resources, Portfolio Management, Program Management
Education
University of Florida 1995 — 1999
Bachelor of Liberal Arts & Sciences, English and Business Administration
Ryan Alexis Ryan Alexis's Advent Software Experience March 2012 - Present
Job Senior Manager, Black Diamond Service Teams at Advent Software
Industry Computer Software
Experience
Advent Software March 2012 - Present
Black Diamond Performance Reporting, LLC June 2009 - March 2012
Merrill Lynch May 2006 - June 2009
Skills
Equities, Portfolio Management, Salesforce.com, Business Analysis, Investments, SaaS, Process Improvement, Account Management, Data Analysis, Financial Services, Analytics, Analysis, CRM, Strategy
Education
University of North Florida 2002 — 2006
BS, Finance
Advent Software March 2012 - Present
Black Diamond Performance Reporting, LLC June 2009 - March 2012
Merrill Lynch May 2006 - June 2009
Skills
Equities, Portfolio Management, Salesforce.com, Business Analysis, Investments, SaaS, Process Improvement, Account Management, Data Analysis, Financial Services, Analytics, Analysis, CRM, Strategy
Education
University of North Florida 2002 — 2006
BS, Finance
Craig Hawkins, CFP® Craig Hawkins, CFP®'s Advent Software Experience April 2000 - December 2000
Job Consultant
Industry Investment Management
Experience
InvestnRetire December 2006 - November 2007
City National Bank December 2000 - February 2007
Advent Software April 2000 - December 2000
Advent Software April 2000 - August 2000
Sanwa Bank of California March 1997 - April 2000
Power Securities 1987 - 1988
Skills
Retirement, ETFs, Retirement Planning, Pensions, 401k, Defined Benefit, Investment Advisory, Series 7, New Business Development, Problem Solving, Product Development, PowerPoint
Education
University of California, Santa Barbara 1984 — 1989
Bachelor of Arts, Fine Arts - Multi-Media
InvestnRetire December 2006 - November 2007
City National Bank December 2000 - February 2007
Advent Software April 2000 - December 2000
Advent Software April 2000 - August 2000
Sanwa Bank of California March 1997 - April 2000
Power Securities 1987 - 1988
Skills
Retirement, ETFs, Retirement Planning, Pensions, 401k, Defined Benefit, Investment Advisory, Series 7, New Business Development, Problem Solving, Product Development, PowerPoint
Education
University of California, Santa Barbara 1984 — 1989
Bachelor of Arts, Fine Arts - Multi-Media
Amanda Bery's Advent Software Experience June 2012 - August 2012
Job Assistant Account Executive at kirshenbaum bond senecal + partners
Industry Marketing and Advertising
Experience
kirshenbaum bond senecal + partners June 2014 - Present
ION Media Networks March 2013 - June 2014
Rightster January 2013 - March 2013
Advent Software June 2012 - August 2012
Discover Financial Services May 2011 - January 2012
Optimal Design June 2010 - August 2010
Skills
Microsoft Office, PowerPoint, Marketing Strategy, Adobe Creative Suite, Microsoft Excel, Photoshop, Online Advertising, Social Networking, InDesign, Illustrator, Social Media, Salesforce.com, Microsoft Word, Research
Education
University of Illinois at Urbana-Champaign
Bachelor of Fine Arts (B.F.A.), Industrial Design
Accademia Italiana Firenze
Deerfield High School
kirshenbaum bond senecal + partners June 2014 - Present
ION Media Networks March 2013 - June 2014
Rightster January 2013 - March 2013
Advent Software June 2012 - August 2012
Discover Financial Services May 2011 - January 2012
Optimal Design June 2010 - August 2010
Skills
Microsoft Office, PowerPoint, Marketing Strategy, Adobe Creative Suite, Microsoft Excel, Photoshop, Online Advertising, Social Networking, InDesign, Illustrator, Social Media, Salesforce.com, Microsoft Word, Research
Education
University of Illinois at Urbana-Champaign
Bachelor of Fine Arts (B.F.A.), Industrial Design
Accademia Italiana Firenze
Deerfield High School
Jason Domizio Jason Domizio's Advent Software Experience August 2014 - Present
Job Senior Software Engineer at Advent
Industry Information Technology and Services
Experience
Advent Software August 2014 - Present
Black Knight Financial Services January 2013 - August 2014
Seminole Gaming January 2008 - December 2012
ADP October 2006 - December 2007
Skills
Databases, .NET, Microsoft SQL Server, SSIS, SSRS, WCF, ASP.NET MVC, ADO.NET, LINQ, Entity Framework, HTML, JavaScript, jQuery, CSS, Visual Studio, TFS, Software Design Patterns, Oracle, Software Development, Web Applications, Data Warehousing, C#, Agile Methodologies, XML, Integration, ETL, Business Analysis, Java, SQL, T-SQL, SharePoint, Requirements Analysis, Testing, Systems Analysis
Education
University of North Florida 2003 — 2006
Bachelor’s Degree; B.S, Computer Science
Advent Software August 2014 - Present
Black Knight Financial Services January 2013 - August 2014
Seminole Gaming January 2008 - December 2012
ADP October 2006 - December 2007
Skills
Databases, .NET, Microsoft SQL Server, SSIS, SSRS, WCF, ASP.NET MVC, ADO.NET, LINQ, Entity Framework, HTML, JavaScript, jQuery, CSS, Visual Studio, TFS, Software Design Patterns, Oracle, Software Development, Web Applications, Data Warehousing, C#, Agile Methodologies, XML, Integration, ETL, Business Analysis, Java, SQL, T-SQL, SharePoint, Requirements Analysis, Testing, Systems Analysis
Education
University of North Florida 2003 — 2006
Bachelor’s Degree; B.S, Computer Science
Danielle Browning Danielle Browning's Advent Software Experience August 2014 - Present
Job Senior Implementation Consultant at Advent Software
Industry Computer Software
Experience
Advent Software August 2014 - Present
Advent Software June 2012 - July 2014
Advent Software January 2011 - June 2012
Skills
Business Analysis, Software Implementation, Salesforce.com, Process Improvement, Financial Analysis, Management, Portfolio Management, Equities, Data Analysis, Enterprise Software
Education
University of North Florida - College of Business Administration 2006 — 2012
BBA, Finance
John Jay High School
Advent Software August 2014 - Present
Advent Software June 2012 - July 2014
Advent Software January 2011 - June 2012
Skills
Business Analysis, Software Implementation, Salesforce.com, Process Improvement, Financial Analysis, Management, Portfolio Management, Equities, Data Analysis, Enterprise Software
Education
University of North Florida - College of Business Administration 2006 — 2012
BBA, Finance
John Jay High School
Alan Lafontaine Alan Lafontaine's Advent Software Experience September 2014 - Present
Job Experienced SSRS Report Developer and SQL Skills
Industry Information Technology and Services
Experience
Advent Software September 2014 - Present
Charles Schwab February 2013 - September 2014
TopSchool October 2011 - February 2013
Canon Business Solutions June 2009 - October 2011
Maine Air National Guard March 2004 - November 2008
Maine Air National Guard November 2003 - March 2004
Maine Air National Guard September 1997 - November 2003
Skills
Visual Basic, Access, Data, Troubleshooting, Customer Service, Account Management, Project Management, Problem Solving, Analytical Skills, Computer Hardware, Communication, Public Relations, Operating Systems, Management, Time Management, Efficiency, Microsoft Office, Software Documentation, Microsoft Excel, Databases, Data Analysis, Windows 7, Training, SSRS, Report Design, Report Development, Technology, Windows, Product Management, Hardware, CRM
Education
Community College of the Air Force 2000 — 2003
Associates of Applied Science, Information Systems Management
University of Maine 1996 — 2001
B.A, Communication
Advent Software September 2014 - Present
Charles Schwab February 2013 - September 2014
TopSchool October 2011 - February 2013
Canon Business Solutions June 2009 - October 2011
Maine Air National Guard March 2004 - November 2008
Maine Air National Guard November 2003 - March 2004
Maine Air National Guard September 1997 - November 2003
Skills
Visual Basic, Access, Data, Troubleshooting, Customer Service, Account Management, Project Management, Problem Solving, Analytical Skills, Computer Hardware, Communication, Public Relations, Operating Systems, Management, Time Management, Efficiency, Microsoft Office, Software Documentation, Microsoft Excel, Databases, Data Analysis, Windows 7, Training, SSRS, Report Design, Report Development, Technology, Windows, Product Management, Hardware, CRM
Education
Community College of the Air Force 2000 — 2003
Associates of Applied Science, Information Systems Management
University of Maine 1996 — 2001
B.A, Communication
Meredith Pearse's Advent Software Experience September 2009 - Present
Job Services Planner at Advent Software
Industry Computer Software
Experience
Advent Software September 2009 - Present
Advent Software April 2007 - September 2009
PHD October 2006 - April 2007
Skills
Salesforce.com, Software Documentation, Professional Services, SharePoint, Project Management, Process Improvement, Microsoft Office, Visio, Account Management, Microsoft Excel, Customer Service, Business Analysis, Data Analysis, CRM, Budgets, Consulting, Management, SaaS
Education
University of Colorado at Boulder 2002 — 2006
Bachelor of Arts (BA), Psychology and Sociology
Advent Software September 2009 - Present
Advent Software April 2007 - September 2009
PHD October 2006 - April 2007
Skills
Salesforce.com, Software Documentation, Professional Services, SharePoint, Project Management, Process Improvement, Microsoft Office, Visio, Account Management, Microsoft Excel, Customer Service, Business Analysis, Data Analysis, CRM, Budgets, Consulting, Management, SaaS
Education
University of Colorado at Boulder 2002 — 2006
Bachelor of Arts (BA), Psychology and Sociology
Bryant Miano Bryant Miano's Advent Software Experience May 2015 - Present
Job Software Engineer at Advent Software
Industry Internet
Experience
Advent Software May 2015 - Present
iMobile3 October 2012 - August 2014
Players By The Sea Theater September 2008 - May 2013
WiseChoice Brands, LLC January 2010 - February 2012
Douglas Anderson School of the Arts September 2005 - November 2011
Limelight Theater March 2009 - March 2009
First Coast Opera January 2009 - January 2009
Skills
Piano, Musical Theatre, Pianist, Web Development, jQuery, PHP, SASS, ExpressionEngine, CSS, MySQL, SQL, Agile Methodologies, HTML, Tortoise SVN, Keyboards, JavaScript, LAMP, AJAX, MVC, Amazon Web Services..., Ruby on Rails, ASP.NET MVC, Git, Node.js, Responsive Design, KnockoutJS, C#
Education
University of North Florida 2006 — 2011
Bachelor of Science (B.S.), Computer Science
Douglas Anderson
Advent Software May 2015 - Present
iMobile3 October 2012 - August 2014
Players By The Sea Theater September 2008 - May 2013
WiseChoice Brands, LLC January 2010 - February 2012
Douglas Anderson School of the Arts September 2005 - November 2011
Limelight Theater March 2009 - March 2009
First Coast Opera January 2009 - January 2009
Skills
Piano, Musical Theatre, Pianist, Web Development, jQuery, PHP, SASS, ExpressionEngine, CSS, MySQL, SQL, Agile Methodologies, HTML, Tortoise SVN, Keyboards, JavaScript, LAMP, AJAX, MVC, Amazon Web Services..., Ruby on Rails, ASP.NET MVC, Git, Node.js, Responsive Design, KnockoutJS, C#
Education
University of North Florida 2006 — 2011
Bachelor of Science (B.S.), Computer Science
Douglas Anderson
Mike Thurlow's Advent Software Experience April 2001 - April 2002
Job Mike Thurlow is a Retail Leader, Employee Developer and Customer Experience Focused Manager at Apple, Inc.
Industry Retail
Experience
Apple, Inc. December 2003 - Present
MCI Worldcom April 2003 - November 2004
Advent Software April 2001 - April 2002
SG COWEN INTERNATIONAL L.P. March 1999 - March 2001
Skills
iWork, iLife, OS X, Mac, Retail, Customer Service, Visual Merchandising, iPhone, Mac OS, Store Management, Keynote, iOS, Microsoft Office, Social Media, Merchandising, Loss Prevention, Driving Results, Inventory Management, Customer Experience, Sales, Retail Sales, Sales Management, Computer Hardware, Social Networking, Team Leadership, Leadership, Store Operations, Inventory Control, Planograms, iPad, Project Management, Direct Sales, Consumer Electronics, Profit
Education
University of Notre Dame 1991 — 1995
Bachelor of Arts (B.A.), English Language and Literature, General
Apple, Inc. December 2003 - Present
MCI Worldcom April 2003 - November 2004
Advent Software April 2001 - April 2002
SG COWEN INTERNATIONAL L.P. March 1999 - March 2001
Skills
iWork, iLife, OS X, Mac, Retail, Customer Service, Visual Merchandising, iPhone, Mac OS, Store Management, Keynote, iOS, Microsoft Office, Social Media, Merchandising, Loss Prevention, Driving Results, Inventory Management, Customer Experience, Sales, Retail Sales, Sales Management, Computer Hardware, Social Networking, Team Leadership, Leadership, Store Operations, Inventory Control, Planograms, iPad, Project Management, Direct Sales, Consumer Electronics, Profit
Education
University of Notre Dame 1991 — 1995
Bachelor of Arts (B.A.), English Language and Literature, General
Anjanette Hill-Mendoza Anjanette Hill-Mendoza's Advent Software Experience December 2014 - Present
Job Build. Lead. Scale. Succeed with Customers.
Industry Computer Software
Experience
Advent Software December 2014 - Present
AHM Consulting August 2011 - Present
Hightail July 2012 - December 2014
Extole June 2011 - July 2012
Mindjet October 2009 - May 2011
Cisco / WebEx March 2004 - October 2009
E*Trade Financial October 2003 - March 2004
Examen Inc. April 1997 - October 2003
Skills
Social Media, Customer Engagement, Customer Retention, Social Media Marketing, Customer Satisfaction, Scalability, Staff Mentoring, Strategic Leadership, Thought Leadership, Process Improvement, Marketing Strategy, SaaS, Team Building, Client Relationship..., Upselling, CRM, Customer Success, Net Promoter Score, Customer Analysis, Salesforce.com, Strategic Partnerships, Client Service Oriented, Account Management, Program Management, Management, Sales Management, Strategy, Leadership, Enterprise Software, Training, Cross-functional Team..., Start-ups, Customer Experience, Lead Generation, Business Strategy, Marketing, Team Management, Project Management, Integration, Business Process..., Consulting, Business Process, E-commerce, Multi-channel Marketing, Pre-sales, Analytics, Cloud Computing, Product Management, Sales, Solution Selling
Education
University of the Pacific - McGeorge School of Law 1992 — 1995
JD, Law
University of California, Santa Cruz 1987 — 1991
BA, Sociology with Law Emphasis
Advent Software December 2014 - Present
AHM Consulting August 2011 - Present
Hightail July 2012 - December 2014
Extole June 2011 - July 2012
Mindjet October 2009 - May 2011
Cisco / WebEx March 2004 - October 2009
E*Trade Financial October 2003 - March 2004
Examen Inc. April 1997 - October 2003
Skills
Social Media, Customer Engagement, Customer Retention, Social Media Marketing, Customer Satisfaction, Scalability, Staff Mentoring, Strategic Leadership, Thought Leadership, Process Improvement, Marketing Strategy, SaaS, Team Building, Client Relationship..., Upselling, CRM, Customer Success, Net Promoter Score, Customer Analysis, Salesforce.com, Strategic Partnerships, Client Service Oriented, Account Management, Program Management, Management, Sales Management, Strategy, Leadership, Enterprise Software, Training, Cross-functional Team..., Start-ups, Customer Experience, Lead Generation, Business Strategy, Marketing, Team Management, Project Management, Integration, Business Process..., Consulting, Business Process, E-commerce, Multi-channel Marketing, Pre-sales, Analytics, Cloud Computing, Product Management, Sales, Solution Selling
Education
University of the Pacific - McGeorge School of Law 1992 — 1995
JD, Law
University of California, Santa Cruz 1987 — 1991
BA, Sociology with Law Emphasis
Andre Linde Andre Linde's Advent Software Experience April 2008 - July 2010
Job
Industry Consumer Services
Experience
Marketo September 2015 - Present
Seoul Metropolitan Office of Education August 2010 - August 2015
Advent Software April 2008 - July 2010
Advent Software April 2006 - April 2008
KeyPoint Credit Union August 2004 - January 2006
Symantec February 2004 - May 2004
University of Oregon School of Journalism September 2002 - July 2003
University of Oregon Housing September 2001 - June 2003
Education
University of Oregon 1999 — 2003
Bachelor of Arts (B.A.), Journalism; Broadcast and Communications Studies
Marketo September 2015 - Present
Seoul Metropolitan Office of Education August 2010 - August 2015
Advent Software April 2008 - July 2010
Advent Software April 2006 - April 2008
KeyPoint Credit Union August 2004 - January 2006
Symantec February 2004 - May 2004
University of Oregon School of Journalism September 2002 - July 2003
University of Oregon Housing September 2001 - June 2003
Education
University of Oregon 1999 — 2003
Bachelor of Arts (B.A.), Journalism; Broadcast and Communications Studies
Shannon Nielsen's Advent Software Experience January 2011 - January 2012
Job Client Services Specialist
Industry Financial Services
Experience
Frontier Wealth Management September 2015 - Present
Atherton Lane Advisers, LLC January 2012 - June 2015
Advent Software January 2011 - January 2012
Vantage Wealth Management October 2008 - January 2011
Skills
Investments, Mutual Funds, Financial Services, Customer Service, Life Insurance, Client Services, Customer Relations, Teamwork, Office Operations, Bloomberg BNA Tax..., FactSet
Education
University of Northern Colorado 1999 — 2004
BA, Communications and Journalism
Frontier Wealth Management September 2015 - Present
Atherton Lane Advisers, LLC January 2012 - June 2015
Advent Software January 2011 - January 2012
Vantage Wealth Management October 2008 - January 2011
Skills
Investments, Mutual Funds, Financial Services, Customer Service, Life Insurance, Client Services, Customer Relations, Teamwork, Office Operations, Bloomberg BNA Tax..., FactSet
Education
University of Northern Colorado 1999 — 2004
BA, Communications and Journalism
Dave Barnes PHR's Advent Software Experience December 2004 - June 2005
Job Lead Contract Recruiter at GREE International, Inc
Industry Staffing and Recruiting
Experience
GREE International, Inc March 2015 - August 2015
SuccessFactors May 2014 - April 2015
Moovweb September 2012 - February 2014
Amazon Music September 2011 - March 2012
Autodesk February 2010 - September 2011
Adobe Systems Incorporated June 2005 - February 2009
Advent Software December 2004 - June 2005
Telephia April 2004 - December 2004
SuccessFactors September 2003 - April 2004
Epicentric 1998 - 2003
Skills
Talent Acquisition, Employee Relations, Mobile, Search, Sourcing, Vendor Management, Hiring, Team Building, Start-ups, Customer Relations, Performance Management, SaaS, Negotiation, Interviewing, Mentoring, Enterprise Software, Program Management, Talent Management, Technical Recruiting, Organizational..., Coaching, Social Networking, Process Improvement, Cross-functional Team..., Compensation, Contract Negotiation, Applicant Tracking..., Change Management, HRIS, Full-cycle Recruiting, Executive Search, Mobile Devices, Deferred Compensation, Recruiting, College Recruiting, Interviews, Screening, Temporary Placement, Leadership, Management, Business Development, Personnel Management, Internet Recruiting, HR Consulting, Outsourcing, Onboarding, Screening Resumes, Employer Branding, Contract Recruitment, Benefits Negotiation
Education
SHRM 2003 — 2003
PHR, Human Resource Management
University of Cincinnati 1982 — 1982
MLA, Communication
Wright State University 1980 — 1982
BA, Marketing
University of Cincinnati 1976 — 1979
ALA, English
GREE International, Inc March 2015 - August 2015
SuccessFactors May 2014 - April 2015
Moovweb September 2012 - February 2014
Amazon Music September 2011 - March 2012
Autodesk February 2010 - September 2011
Adobe Systems Incorporated June 2005 - February 2009
Advent Software December 2004 - June 2005
Telephia April 2004 - December 2004
SuccessFactors September 2003 - April 2004
Epicentric 1998 - 2003
Skills
Talent Acquisition, Employee Relations, Mobile, Search, Sourcing, Vendor Management, Hiring, Team Building, Start-ups, Customer Relations, Performance Management, SaaS, Negotiation, Interviewing, Mentoring, Enterprise Software, Program Management, Talent Management, Technical Recruiting, Organizational..., Coaching, Social Networking, Process Improvement, Cross-functional Team..., Compensation, Contract Negotiation, Applicant Tracking..., Change Management, HRIS, Full-cycle Recruiting, Executive Search, Mobile Devices, Deferred Compensation, Recruiting, College Recruiting, Interviews, Screening, Temporary Placement, Leadership, Management, Business Development, Personnel Management, Internet Recruiting, HR Consulting, Outsourcing, Onboarding, Screening Resumes, Employer Branding, Contract Recruitment, Benefits Negotiation
Education
SHRM 2003 — 2003
PHR, Human Resource Management
University of Cincinnati 1982 — 1982
MLA, Communication
Wright State University 1980 — 1982
BA, Marketing
University of Cincinnati 1976 — 1979
ALA, English
Richard Tran's Advent Software Experience May 2011 - Present
Job Consultant at Advent Software
Industry Financial Services
Experience
Advent Software May 2011 - Present
Advent Software August 2008 - Present
Bainbridge Inc January 2007 - October 2007
Trigger Direct May 2006 - September 2006
Skills
SQL, Business Analysis, Salesforce.com, SaaS, Databases, Enterprise Software, Software Documentation, Requirements Analysis, Cloud Computing, SharePoint, Integration, Project Management
Education
University of California, San Diego
Advent Software May 2011 - Present
Advent Software August 2008 - Present
Bainbridge Inc January 2007 - October 2007
Trigger Direct May 2006 - September 2006
Skills
SQL, Business Analysis, Salesforce.com, SaaS, Databases, Enterprise Software, Software Documentation, Requirements Analysis, Cloud Computing, SharePoint, Integration, Project Management
Education
University of California, San Diego
Joseph Condy Joseph Condy's Advent Software Experience September 2014 - Present
Job Client Support at Advent Software
Industry Computer Software
Experience
Advent Software September 2014 - Present
Bank of America October 2013 - September 2014
Bank of America 2011 - October 2013
Bank of America October 2010 - December 2011
Tax Defense Network June 2010 - September 2010
Semperian May 2008 - June 2010
Skills
Financial Analysis, Project Management, Strategic Planning, Employee Training, Team Leadership, Leadership Development, Organizational..., Analytical Reasoning, Global Regulatory..., Loss Mitigation, Hiring Personnel, Risk Management
Education
University of North Florida 2011 — 2013
Master of Business Administration (MBA), Finance, General
University of Florida 2005 — 2007
Bachelor of Science (B.S.), Finance, General
Advent Software September 2014 - Present
Bank of America October 2013 - September 2014
Bank of America 2011 - October 2013
Bank of America October 2010 - December 2011
Tax Defense Network June 2010 - September 2010
Semperian May 2008 - June 2010
Skills
Financial Analysis, Project Management, Strategic Planning, Employee Training, Team Leadership, Leadership Development, Organizational..., Analytical Reasoning, Global Regulatory..., Loss Mitigation, Hiring Personnel, Risk Management
Education
University of North Florida 2011 — 2013
Master of Business Administration (MBA), Finance, General
University of Florida 2005 — 2007
Bachelor of Science (B.S.), Finance, General
Megan Carvolth Megan Carvolth's Advent Software Experience 2006 - 2007
Job Global HCM Consultant
Industry Human Resources
Experience
ADP October 2011 - Present
Pearson Education February 2008 - January 2012
Advent Software 2006 - 2007
Real Branding 2005 - 2006
ABI Document Support Services August 2004 - March 2005
Skills
Salesforce.com, Account Management, Cold Calling, Sales Process, Sales Presentations, Solution Selling, Lead Generation, Sales, Direct Sales, SaaS, B2B, Sales Management, SEM, Employee Relations, Strategic Partnerships, Online Advertising, Selling, Sales Operations, Talent Acquisition, Team Building, Customer Retention, Business Development, Building Relationships, Employee Benefits, Leadership, New Business Development, Benefits Administration, Human Resources, Customer Service, Training
Education
San Francisco State University 2006 — 2008
M.A., Spanish
University of California, San Diego 2000 — 2004
B.S. Management Science, Business
ADP October 2011 - Present
Pearson Education February 2008 - January 2012
Advent Software 2006 - 2007
Real Branding 2005 - 2006
ABI Document Support Services August 2004 - March 2005
Skills
Salesforce.com, Account Management, Cold Calling, Sales Process, Sales Presentations, Solution Selling, Lead Generation, Sales, Direct Sales, SaaS, B2B, Sales Management, SEM, Employee Relations, Strategic Partnerships, Online Advertising, Selling, Sales Operations, Talent Acquisition, Team Building, Customer Retention, Business Development, Building Relationships, Employee Benefits, Leadership, New Business Development, Benefits Administration, Human Resources, Customer Service, Training
Education
San Francisco State University 2006 — 2008
M.A., Spanish
University of California, San Diego 2000 — 2004
B.S. Management Science, Business
Andrew Zensky Andrew Zensky's Advent Software Experience July 1998 - December 2011
Job Investment Management Software Professional
Industry Investment Management
Experience
Advent Software July 1998 - December 2011
Bankers Trust Company February 1996 - July 1998
Morgan Stanley Asset Management (MSAM) April 1994 - October 1995
JPMorgan Chase December 1988 - April 1994
Prudential Financial December 1986 - October 1988
Skills
Financial Expertise, Data Analysis, Workflow Analysis, Data Conversion, Fixed Income, Hedge Funds, Advent, Business Analysis, Asset Management
Education
University of Maryland College Park 1982 — 1986
BA, Economics
Advent Software July 1998 - December 2011
Bankers Trust Company February 1996 - July 1998
Morgan Stanley Asset Management (MSAM) April 1994 - October 1995
JPMorgan Chase December 1988 - April 1994
Prudential Financial December 1986 - October 1988
Skills
Financial Expertise, Data Analysis, Workflow Analysis, Data Conversion, Fixed Income, Hedge Funds, Advent, Business Analysis, Asset Management
Education
University of Maryland College Park 1982 — 1986
BA, Economics
Aimeelene Gaspar's Advent Software Experience July 2001 - September 2002
Job Experienced Product managment and development manager
Industry Computer Software
Experience
Sindeo January 2015 - Present
Yodlee 2012 - January 2015
Yodlee 2010 - September 2012
Broadridge March 2009 - June 2010
Broadridge August 2007 - February 2009
Finaplex February 2006 - August 2007
Finaplex October 2002 - February 2006
Advent Software July 2001 - September 2002
advent July 2001 - August 2002
Advent Software February 2000 - July 2001
Skills
Software Lifecycle, Product Management, Series 7, Security APL, Strategy, Agile Methodologies, Business Analysis, Integration, Management, Cross-functional Team..., Enterprise Software, Financial Services, Software Development, SDLC, Project Management, Analysis, Quality Assurance, Software Documentation, Leadership, Testing
Education
University Of Illinois 1992 — 1996
BS, Finance
Sindeo January 2015 - Present
Yodlee 2012 - January 2015
Yodlee 2010 - September 2012
Broadridge March 2009 - June 2010
Broadridge August 2007 - February 2009
Finaplex February 2006 - August 2007
Finaplex October 2002 - February 2006
Advent Software July 2001 - September 2002
advent July 2001 - August 2002
Advent Software February 2000 - July 2001
Skills
Software Lifecycle, Product Management, Series 7, Security APL, Strategy, Agile Methodologies, Business Analysis, Integration, Management, Cross-functional Team..., Enterprise Software, Financial Services, Software Development, SDLC, Project Management, Analysis, Quality Assurance, Software Documentation, Leadership, Testing
Education
University Of Illinois 1992 — 1996
BS, Finance
Alex Blumen Alex Blumen's Advent Software Experience June 2014 - Present
Job Solutions Management | Business Development | Alliance Partnerships
Industry Computer Software
Experience
Advent Software June 2014 - Present
Advent Software, Europe July 2011 - June 2014
Advent Software, Inc January 2006 - June 2011
Backpacked through India, Southeast Asia and South America between September 2004 and April 2005 September 2004 - April 2005
Reuters 2001 - 2004
Thomson Financial 1997 - 2001
AIG 1993 - 1997
Skills
Partner Development, Strategic Alliances, New Business Development, Relationship Management, Data Collection, Enterprise Software, SaaS, Financial Services, Contract Negotiation, Sales, Demand Generation, Business Development, Solution Selling, Cloud Computing, Portfolio Management, Salesforce.com, Product Management, Strategic Partnerships
Education
University of Northern Colorado
Advent Software June 2014 - Present
Advent Software, Europe July 2011 - June 2014
Advent Software, Inc January 2006 - June 2011
Backpacked through India, Southeast Asia and South America between September 2004 and April 2005 September 2004 - April 2005
Reuters 2001 - 2004
Thomson Financial 1997 - 2001
AIG 1993 - 1997
Skills
Partner Development, Strategic Alliances, New Business Development, Relationship Management, Data Collection, Enterprise Software, SaaS, Financial Services, Contract Negotiation, Sales, Demand Generation, Business Development, Solution Selling, Cloud Computing, Portfolio Management, Salesforce.com, Product Management, Strategic Partnerships
Education
University of Northern Colorado
Karolyn Matteucci's Advent Software Experience April 2012 - January 2013
Job Human Resources Professional
Industry Human Resources
Experience
Advent Software April 2012 - January 2013
ngmoco:) June 2011 - February 2012
MobiTV April 2010 - June 2011
Evans, Inc. March 2008 - March 2010
Skills
HRIS, Outlook, Compensation, Word, Visio, Data Analysis, Benefits, Excel, Social Media, Employee Relations, Microsoft Office, Problem Solving, Applicant Tracking..., Documentation, Process Improvement, Writing, Employee Benefits, Compliance, Creative Problem Solving, Customer Service, Onboarding
Education
University of Dayton
Advent Software April 2012 - January 2013
ngmoco:) June 2011 - February 2012
MobiTV April 2010 - June 2011
Evans, Inc. March 2008 - March 2010
Skills
HRIS, Outlook, Compensation, Word, Visio, Data Analysis, Benefits, Excel, Social Media, Employee Relations, Microsoft Office, Problem Solving, Applicant Tracking..., Documentation, Process Improvement, Writing, Employee Benefits, Compliance, Creative Problem Solving, Customer Service, Onboarding
Education
University of Dayton
David Whetstone's Advent Software Experience 2000 - July 2004
Job Senior iOS Engineer at Quri
Industry Computer Software
Experience
Quri November 2014 - Present
Tout May 2013 - October 2014
Tout 2011 - May 2013
Advent Software 2000 - July 2004
Advent Software 1997 - 2000
Advent Software 1995 - 1997
Charles Schwab January 1993 - January 1995
Skills
Python, C++, XML, Java, Software Development, Software Documentation, Objective-C, Cocoa, Cocoa Touch, Cocos2d, Mobile Applications, Linux, C, Linguistics
Education
University of California, Santa Cruz 2007 — 2010
Bachelor of Arts, Linguistics
Quri November 2014 - Present
Tout May 2013 - October 2014
Tout 2011 - May 2013
Advent Software 2000 - July 2004
Advent Software 1997 - 2000
Advent Software 1995 - 1997
Charles Schwab January 1993 - January 1995
Skills
Python, C++, XML, Java, Software Development, Software Documentation, Objective-C, Cocoa, Cocoa Touch, Cocos2d, Mobile Applications, Linux, C, Linguistics
Education
University of California, Santa Cruz 2007 — 2010
Bachelor of Arts, Linguistics
Scott Ashley Scott Ashley's Advent Software Experience September 2000 - October 2003
Job Regional Sales Manager at WorkSmart
Industry Information Technology and Services
Experience
WorkSmart October 2012 - Present
Windstream Hosted Solutions April 2012 - October 2012
WorkSmart September 2009 - April 2012
Home Textile Vendors May 2007 - September 2009
Ameriprise Financial October 2003 - May 2007
Advent Software September 2000 - October 2003
Skills
Consulting, Business Development, Project Management, Product Management, Sales, Relationship Management, Customer Service, Quality Assurance, Back Office, Release Management, Cloud Computing, SaaS, Managed Services, Business Analysis, Vendor Management, Disaster Recovery, Solution Selling, Data Center, Salesforce.com, Strategic Planning, New Business Development, Sales Process, Sales Management, Direct Sales, Professional Services
Education
University of Colorado Boulder - Leeds School of Business 1995 — 2000
B.S., Finance
University of New South Wales - Sydney, Australia
WorkSmart October 2012 - Present
Windstream Hosted Solutions April 2012 - October 2012
WorkSmart September 2009 - April 2012
Home Textile Vendors May 2007 - September 2009
Ameriprise Financial October 2003 - May 2007
Advent Software September 2000 - October 2003
Skills
Consulting, Business Development, Project Management, Product Management, Sales, Relationship Management, Customer Service, Quality Assurance, Back Office, Release Management, Cloud Computing, SaaS, Managed Services, Business Analysis, Vendor Management, Disaster Recovery, Solution Selling, Data Center, Salesforce.com, Strategic Planning, New Business Development, Sales Process, Sales Management, Direct Sales, Professional Services
Education
University of Colorado Boulder - Leeds School of Business 1995 — 2000
B.S., Finance
University of New South Wales - Sydney, Australia
Colby Payne Colby Payne's Advent Software Experience September 2012 - May 2014
Job
Industry Computer Software
Experience
Yodlee May 2015 - Present
InvestCloud, Inc. May 2014 - May 2015
Advent Software September 2012 - May 2014
Advent Software April 2010 - September 2012
Advent Software January 2008 - April 2010
Xtiva Financial Systems March 2002 - January 2008
Morgan Stanley January 2001 - January 2002
ePlanning Securities 1999 - 2001
R.J. O'Brien 1996 - 1998
Skills
Enterprise Software, Product Management, SaaS, Integration, Salesforce.com, Agile Methodologies, Business Analysis, Cross-functional Team..., Software Project..., Business Intelligence, Financial Services, CRM, Requirements Analysis, Process Improvement, Analytics, Strategic Partnerships, SDLC, Agile Project Management, Cloud Computing, Relationship Management, SWIFT messaging, Straight Through..., Rally, JIRA, FIX, Omgeo Oasys, Project Management, Public Speaking, Strategy, Product Marketing, Solutions Marketing, Solution Development, Competitive Analysis, SQL, Microsoft SQL Server, VMware Workstation, XML
Education
University of Oregon 1992 — 1996
Bachelor's degree, Biology, General
Yodlee May 2015 - Present
InvestCloud, Inc. May 2014 - May 2015
Advent Software September 2012 - May 2014
Advent Software April 2010 - September 2012
Advent Software January 2008 - April 2010
Xtiva Financial Systems March 2002 - January 2008
Morgan Stanley January 2001 - January 2002
ePlanning Securities 1999 - 2001
R.J. O'Brien 1996 - 1998
Skills
Enterprise Software, Product Management, SaaS, Integration, Salesforce.com, Agile Methodologies, Business Analysis, Cross-functional Team..., Software Project..., Business Intelligence, Financial Services, CRM, Requirements Analysis, Process Improvement, Analytics, Strategic Partnerships, SDLC, Agile Project Management, Cloud Computing, Relationship Management, SWIFT messaging, Straight Through..., Rally, JIRA, FIX, Omgeo Oasys, Project Management, Public Speaking, Strategy, Product Marketing, Solutions Marketing, Solution Development, Competitive Analysis, SQL, Microsoft SQL Server, VMware Workstation, XML
Education
University of Oregon 1992 — 1996
Bachelor's degree, Biology, General
Sally Salay (Huchingson) Sally Salay (Huchingson)'s Advent Software Experience June 2007 - May 2009
Job Board Member at Friends of the Moraga Library
Industry Public Relations and Communications
Experience
HumanConcepts January 2010 - November 2010
Advent Software June 2007 - May 2009
Lumetra, Healthcare Consulting Company June 2004 - June 2007
Oracle Corporation September 1999 - October 2003
Oracle Corporation August 1998 - September 1999
IDG Books Worldwide 1994 - 1998
Skills
Marketing Communications
Education
U.C. Berkeley Extension
Integrated Marketing Communications
University of Colorado Boulder
BA, International Affairs
HumanConcepts January 2010 - November 2010
Advent Software June 2007 - May 2009
Lumetra, Healthcare Consulting Company June 2004 - June 2007
Oracle Corporation September 1999 - October 2003
Oracle Corporation August 1998 - September 1999
IDG Books Worldwide 1994 - 1998
Skills
Marketing Communications
Education
U.C. Berkeley Extension
Integrated Marketing Communications
University of Colorado Boulder
BA, International Affairs
Lara Olsen Williamson Lara Olsen Williamson's Advent Software Experience 1999 - 2001
Job Real Estate Professional
Industry Real Estate
Experience
Village Associates Real Estate 2001 - Present
Advent Software 1999 - 2001
PricewaterhouseCoopers 1994 - 1999
Education
University of California, Santa Barbara 1990 — 1994
Village Associates Real Estate 2001 - Present
Advent Software 1999 - 2001
PricewaterhouseCoopers 1994 - 1999
Education
University of California, Santa Barbara 1990 — 1994
Melanie Cary Melanie Cary's Advent Software Experience 1994 - 2003
Job
Industry Management Consulting
Experience
Cary'd Away January 2011 - Present
Cadec Global / Thule Investments August 2006 - November 2010
Advent Software 1994 - 2003
Dun & Bradstreet Software 1989 - 1994
Deloitte Haskins & Sells 1985 - 1989
Skills
Leadership, Product Management, Management, Investments, Sales Operations, SaaS, Enterprise Software, Cloud Computing, Strategy, Marketing, Start-ups, Product Marketing, Consulting, Salesforce.com, Competitive Analysis, Executive Coaching, Strategic Partnerships, Venture Capital
Education
University of Florida 1979 — 1985
BSBA, MBA
Cary'd Away January 2011 - Present
Cadec Global / Thule Investments August 2006 - November 2010
Advent Software 1994 - 2003
Dun & Bradstreet Software 1989 - 1994
Deloitte Haskins & Sells 1985 - 1989
Skills
Leadership, Product Management, Management, Investments, Sales Operations, SaaS, Enterprise Software, Cloud Computing, Strategy, Marketing, Start-ups, Product Marketing, Consulting, Salesforce.com, Competitive Analysis, Executive Coaching, Strategic Partnerships, Venture Capital
Education
University of Florida 1979 — 1985
BSBA, MBA
Jesse Fulford's Advent Software Experience June 2011 - July 2015
Job IT Engineer
Industry Information Technology and Services
Experience
SS&C Technologies July 2015 - Present
Advent Software June 2011 - July 2015
Black Diamond Performance Reporting May 2007 - June 2011
Publix June 2003 - October 2007
Sarasota County School Board June 2001 - May 2005
Skills
IIS, Windows Server, Troubleshooting, Active Directory, Databases, Powershell, Virtualization, Microsoft SQL Server, SharePoint, VPN, FTP, VBScript, Firewalls, PGP, Batch Processing, Xen, SQL Server, Checkpoint, Cisco Call Manager, Altiris, Infrastructure, Microsoft Technologies, Asterisk, XenServer, Firewall Management, VMware, Microsoft Exchange, Information Security, SSL Certificates, DNS, Compellent, Encryption, SaaS, T-SQL, JavaScript, Cloud Computing
Education
Western Governors University 2012 — 2015
Bachelor of Science (B.S.), Information Technology
University of North Florida 2005 — 2009
SS&C Technologies July 2015 - Present
Advent Software June 2011 - July 2015
Black Diamond Performance Reporting May 2007 - June 2011
Publix June 2003 - October 2007
Sarasota County School Board June 2001 - May 2005
Skills
IIS, Windows Server, Troubleshooting, Active Directory, Databases, Powershell, Virtualization, Microsoft SQL Server, SharePoint, VPN, FTP, VBScript, Firewalls, PGP, Batch Processing, Xen, SQL Server, Checkpoint, Cisco Call Manager, Altiris, Infrastructure, Microsoft Technologies, Asterisk, XenServer, Firewall Management, VMware, Microsoft Exchange, Information Security, SSL Certificates, DNS, Compellent, Encryption, SaaS, T-SQL, JavaScript, Cloud Computing
Education
Western Governors University 2012 — 2015
Bachelor of Science (B.S.), Information Technology
University of North Florida 2005 — 2009
Joe Prieto's Advent Software Experience April 2015 - Present
Job Support Specialist, Advent Software
Industry Computer Software
Experience
Advent Software April 2015 - Present
Advent Software March 2014 - April 2015
Deutsche Bank July 2012 - October 2013
Elyk Innovation, Inc. October 2011 - April 2012
Platinum Protection 2011 - 2011
Skills
Customer Service, Microsoft Excel, Microsoft Word, Microsoft Office, Networking, Sales, Door to Door, Time Management, Customer Satisfaction, Leadership, Marketing, Salesforce.com
Education
University of North Florida - College of Business Administration 2010 — 2012
Bachelor of Business Administration (B.B.A.), Business
Advent Software April 2015 - Present
Advent Software March 2014 - April 2015
Deutsche Bank July 2012 - October 2013
Elyk Innovation, Inc. October 2011 - April 2012
Platinum Protection 2011 - 2011
Skills
Customer Service, Microsoft Excel, Microsoft Word, Microsoft Office, Networking, Sales, Door to Door, Time Management, Customer Satisfaction, Leadership, Marketing, Salesforce.com
Education
University of North Florida - College of Business Administration 2010 — 2012
Bachelor of Business Administration (B.B.A.), Business
Daniel Loughlin Daniel Loughlin's Advent Software Experience March 2006 - July 2014
Job Principal Consultant at Aptitude Software, a microgen plc company
Industry Computer Software
Experience
Aptitude Software, a microgen plc company August 2014 - Present
Advent Software March 2006 - July 2014
DST Global Solutions January 2004 - March 2006
State Street November 2003 - March 2004
Skills
Business Analysis, Software Implementation, Business Intelligence, Software Project..., Business Process, Enterprise Software, Integration, Microsoft SQL Server, Professional Services, Requirements Analysis, Requirements Gathering, SDLC, SaaS, SQL, Databases, Business Requirements, CRM, Salesforce.com, Crystal Reports, SharePoint, Disaster Recovery, Software Documentation, SSRS, Unix, Access
Education
University of New Hampshire - Whittemore School of Business and Economics 1999 — 2003
Bachelor of Science (B.S.), Accounting
Aptitude Software, a microgen plc company August 2014 - Present
Advent Software March 2006 - July 2014
DST Global Solutions January 2004 - March 2006
State Street November 2003 - March 2004
Skills
Business Analysis, Software Implementation, Business Intelligence, Software Project..., Business Process, Enterprise Software, Integration, Microsoft SQL Server, Professional Services, Requirements Analysis, Requirements Gathering, SDLC, SaaS, SQL, Databases, Business Requirements, CRM, Salesforce.com, Crystal Reports, SharePoint, Disaster Recovery, Software Documentation, SSRS, Unix, Access
Education
University of New Hampshire - Whittemore School of Business and Economics 1999 — 2003
Bachelor of Science (B.S.), Accounting
Ryan McCole Ryan McCole's Advent Software Experience July 2014 - June 2015
Job Oracle Database Appliance Account Manager at Oracle
Industry Consumer Services
Experience
Oracle September 2015 - Present
Oracle June 2015 - Present
Advent Software July 2014 - June 2015
Advent Software August 2011 - July 2014
Mira Vista Golf & Country Club September 2006 - August 2011
Skills
Customer Service, Salesforce.com, Microsoft Excel, Training, Data Analysis, Outlook, Public Speaking, Finance, Financial Analysis, Databases, Microsoft Office, PowerPoint, Financial Reporting, Process Improvement, Teaching, Microsoft Word, Analysis, Windows, Sales
Education
University of California, San Diego 2002 — 2006
B.A., Economics
Professional Golfer's Association of America 2007 — 2011
PGA / PGM Level 3 Status, Professional Golf Instruction & Golf Course Management
French American International School 1998 — 2002
International Baccalaureate, French
Oracle September 2015 - Present
Oracle June 2015 - Present
Advent Software July 2014 - June 2015
Advent Software August 2011 - July 2014
Mira Vista Golf & Country Club September 2006 - August 2011
Skills
Customer Service, Salesforce.com, Microsoft Excel, Training, Data Analysis, Outlook, Public Speaking, Finance, Financial Analysis, Databases, Microsoft Office, PowerPoint, Financial Reporting, Process Improvement, Teaching, Microsoft Word, Analysis, Windows, Sales
Education
University of California, San Diego 2002 — 2006
B.A., Economics
Professional Golfer's Association of America 2007 — 2011
PGA / PGM Level 3 Status, Professional Golf Instruction & Golf Course Management
French American International School 1998 — 2002
International Baccalaureate, French
Jeffrey Franco Jeffrey Franco's Advent Software Experience June 2015 - Present
Job Advent Software
Industry Financial Services
Experience
Advent Software June 2015 - Present
Interline Brands February 2014 - May 2015
McKesson September 2011 - September 2013
PSS September 2010 - September 2011
PSS May 2010 - September 2010
University of North Florida August 2009 - August 2010
Stellar July 2007 - July 2008
Sauer Incorporated May 2006 - April 2007
Vistakon May 2004 - July 2004
Skills
Project Management, Strategic Planning, Customer Service, Process Improvement, Project Planning, Microsoft Excel, Cross-functional Team..., Leadership, Market Research, Marketing Strategy, Product Development, Marketing, Sales, Management, Time Management, Entrepreneurship, SDLC, Financial Analysis
Education
University of North Florida 2009 — 2011
Master of Business Administration, Business/Commerce, General
University of North Florida 2002 — 2007
Bachelor of Science, Construction Management
Advent Software June 2015 - Present
Interline Brands February 2014 - May 2015
McKesson September 2011 - September 2013
PSS September 2010 - September 2011
PSS May 2010 - September 2010
University of North Florida August 2009 - August 2010
Stellar July 2007 - July 2008
Sauer Incorporated May 2006 - April 2007
Vistakon May 2004 - July 2004
Skills
Project Management, Strategic Planning, Customer Service, Process Improvement, Project Planning, Microsoft Excel, Cross-functional Team..., Leadership, Market Research, Marketing Strategy, Product Development, Marketing, Sales, Management, Time Management, Entrepreneurship, SDLC, Financial Analysis
Education
University of North Florida 2009 — 2011
Master of Business Administration, Business/Commerce, General
University of North Florida 2002 — 2007
Bachelor of Science, Construction Management
Jenn Goetz Jenn Goetz's Advent Software Experience January 1995 - June 2004
Job Office Management & Bookkeeping
Industry Accounting
Experience
West Marin Medical Center February 2013 - June 2014
Formium April 2009 - January 2013
Advent Software January 1995 - June 2004
Skills
Office Management, Project Management, Bookkeeping, Editing, Digital Strategy, Training, Microsoft Office, User Experience
Education
University of Idaho
West Marin Medical Center February 2013 - June 2014
Formium April 2009 - January 2013
Advent Software January 1995 - June 2004
Skills
Office Management, Project Management, Bookkeeping, Editing, Digital Strategy, Training, Microsoft Office, User Experience
Education
University of Idaho
Hong Liu Hong Liu's Advent Software Experience March 2014 - March 2015
Job
Industry Computer Software
Experience
Arxan Technologies April 2015 - Present
Advent Software March 2014 - March 2015
Centrify Corporation April 2012 - March 2014
The Energy Authority Inc August 2010 - March 2012
Microsoft Corp. November 2007 - August 2010
Irdeto Mobile September 2006 - October 2007
Microsoft November 2004 - September 2006
Webroot Software Inc March 2003 - October 2004
Colorado MEDTech Inc. (out of business) June 2001 - December 2001
Inovonics Wireless March 1997 - May 2001
Skills
Software Development, Software Engineering, Linux, C++, Software Design, C#, Testing, Embedded Systems, Test Automation, Debugging, Visual Studio, Cloud Computing, Databases, Web Services
Education
University of Colorado at Boulder 1998 — 2000
MS, Computer Science
Wuhan University 1993 — 1996
M.E., Computer Engineering
Wuhan University of Technology 1987 — 1991
B.E., Computer Engineering
Arxan Technologies April 2015 - Present
Advent Software March 2014 - March 2015
Centrify Corporation April 2012 - March 2014
The Energy Authority Inc August 2010 - March 2012
Microsoft Corp. November 2007 - August 2010
Irdeto Mobile September 2006 - October 2007
Microsoft November 2004 - September 2006
Webroot Software Inc March 2003 - October 2004
Colorado MEDTech Inc. (out of business) June 2001 - December 2001
Inovonics Wireless March 1997 - May 2001
Skills
Software Development, Software Engineering, Linux, C++, Software Design, C#, Testing, Embedded Systems, Test Automation, Debugging, Visual Studio, Cloud Computing, Databases, Web Services
Education
University of Colorado at Boulder 1998 — 2000
MS, Computer Science
Wuhan University 1993 — 1996
M.E., Computer Engineering
Wuhan University of Technology 1987 — 1991
B.E., Computer Engineering
Bryson Pouw Bryson Pouw's Advent Software Experience 1999 - 2003
Job
Industry Information Technology and Services
Experience
BlazePortfolio August 2010 - Present
Fascet Chicago LLC August 2005 - August 2010
FASCET LLC March 2005 - September 2005
Advent Software 1999 - 2003
Skills
Custom Software..., Investments, Trading, Portfolio Management, Wealth Management, Business Analysis, Asset Management, Asset Managment, Product Management, Financial Markets, Options, Investment Management, Financial Services, CRM, Analysis, Business Process..., Executive Management, Integration, Management
Education
University of Colorado Boulder 1991 — 1995
BS
BlazePortfolio August 2010 - Present
Fascet Chicago LLC August 2005 - August 2010
FASCET LLC March 2005 - September 2005
Advent Software 1999 - 2003
Skills
Custom Software..., Investments, Trading, Portfolio Management, Wealth Management, Business Analysis, Asset Management, Asset Managment, Product Management, Financial Markets, Options, Investment Management, Financial Services, CRM, Analysis, Business Process..., Executive Management, Integration, Management
Education
University of Colorado Boulder 1991 — 1995
BS
Lauren Denton Lauren Denton's Advent Software Experience March 2014 - September 2014
Job Marketing Specialist at Advent Software
Industry Financial Services
Experience
Advent Software March 2014 - September 2014
Advent Software August 2013 - December 2013
Black Diamond Performance Reporting, LLC (Acquired by Advent Software) January 2013 - August 2013
Black Diamond Performance Reporting, LLC May 2010 - December 2012
Skills
Marketing Strategy, Microsoft Excel, Marketing, Marketing Communications, Customer Service, Social Networking, Salesforce.com, Social Media
Education
University of North Florida - College of Business Administration 2007 — 2009
Marketing
Advent Software March 2014 - September 2014
Advent Software August 2013 - December 2013
Black Diamond Performance Reporting, LLC (Acquired by Advent Software) January 2013 - August 2013
Black Diamond Performance Reporting, LLC May 2010 - December 2012
Skills
Marketing Strategy, Microsoft Excel, Marketing, Marketing Communications, Customer Service, Social Networking, Salesforce.com, Social Media
Education
University of North Florida - College of Business Administration 2007 — 2009
Marketing
Brad Evans's Advent Software Experience January 2006 - January 2010
Job Enterprise Sales Director at SocialChorus
Industry Computer Software
Experience
SocialChorus March 2015 - Present
Sailthru April 2014 - March 2015
Gigya November 2013 - April 2014
Gigya January 2012 - November 2013
Gigya November 2010 - January 2012
Genius.com, Inc January 2010 - November 2010
Advent Software January 2006 - January 2010
Advent Software January 2003 - December 2005
Skills
SaaS, Sales Process, B2B, Solution Selling, Demand Generation, Sales, Lead Generation, Email Marketing, Marketing Automation, Selling, CRM, SEO, Social Media Marketing, New Business Development, Digital Marketing, Account Management, Product Management, Marketing Strategy, Closing, Sales Pipeline..., Consultative Selling, ecommerce, Multi-channel Retail, Omnichannel Marketing, Online Publishing
Education
University of Colorado at Boulder 1998 — 2002
Business, Marketing
SocialChorus March 2015 - Present
Sailthru April 2014 - March 2015
Gigya November 2013 - April 2014
Gigya January 2012 - November 2013
Gigya November 2010 - January 2012
Genius.com, Inc January 2010 - November 2010
Advent Software January 2006 - January 2010
Advent Software January 2003 - December 2005
Skills
SaaS, Sales Process, B2B, Solution Selling, Demand Generation, Sales, Lead Generation, Email Marketing, Marketing Automation, Selling, CRM, SEO, Social Media Marketing, New Business Development, Digital Marketing, Account Management, Product Management, Marketing Strategy, Closing, Sales Pipeline..., Consultative Selling, ecommerce, Multi-channel Retail, Omnichannel Marketing, Online Publishing
Education
University of Colorado at Boulder 1998 — 2002
Business, Marketing
Adrienne Belyea Adrienne Belyea's Advent Software Experience April 2012 - Present
Job Owner, Creator, Designer, and Screen Printer
Industry Apparel & Fashion
Experience
the sneaky penguin 2006 - Present
Advent Software April 2012 - Present
Service Point USA April 2007 - January 2010
Charrette June 2004 - March 2007
Skills
OpenAir, Salesforce.com, Photoshop, Screen Printing, T-shirt Graphics, Workflow Management, Resource Management, Adobe Creative Suite, Operations Management, CRM, Apparel, Digital Printing, Social Media Marketing, Fashion Design, Reporting & Analysis, Revenue Analysis, Logo Design, Advertising, Fashion, Styling, Wide Format Printing, Photographic Printing, Sewing, Illustration, Management, Mac, Graphic Design, Relationship Management, Project Management, Art Direction, Packaging, Illustrator
Education
University of Massachusetts Dartmouth 2000 — 2004
Bachelor of Fine Arts (BFA), Photography/ Electronic Imaging
Wakefield High School
the sneaky penguin 2006 - Present
Advent Software April 2012 - Present
Service Point USA April 2007 - January 2010
Charrette June 2004 - March 2007
Skills
OpenAir, Salesforce.com, Photoshop, Screen Printing, T-shirt Graphics, Workflow Management, Resource Management, Adobe Creative Suite, Operations Management, CRM, Apparel, Digital Printing, Social Media Marketing, Fashion Design, Reporting & Analysis, Revenue Analysis, Logo Design, Advertising, Fashion, Styling, Wide Format Printing, Photographic Printing, Sewing, Illustration, Management, Mac, Graphic Design, Relationship Management, Project Management, Art Direction, Packaging, Illustrator
Education
University of Massachusetts Dartmouth 2000 — 2004
Bachelor of Fine Arts (BFA), Photography/ Electronic Imaging
Wakefield High School
Shane Gallaher's Advent Software Experience September 2013 - November 2014
Job Sr. Services & Sales Engineer
Industry Computer Software
Experience
Resource Torrent April 2015 - Present
Okta, Inc. November 2014 - April 2015
Advent Software September 2013 - November 2014
Community Capital Management, Inc. June 2011 - August 2013
Skills
Anaplan, Excel models, Financial Statement..., Hyperion Planning, Essbase, VBA
Education
University of Central Florida - College of Business Administration
B.S.B.A., Finance
Breaking Into Wall Street
Financial Modeling Course
Resource Torrent April 2015 - Present
Okta, Inc. November 2014 - April 2015
Advent Software September 2013 - November 2014
Community Capital Management, Inc. June 2011 - August 2013
Skills
Anaplan, Excel models, Financial Statement..., Hyperion Planning, Essbase, VBA
Education
University of Central Florida - College of Business Administration
B.S.B.A., Finance
Breaking Into Wall Street
Financial Modeling Course
Aubrey Mathews's Advent Software Experience September 2014 - Present
Job Advent Software
Industry Financial Services
Experience
Advent Software September 2014 - Present
Cantina Laredo July 2011 - January 2015
PhotoJax festival October 2012 - November 2012
Juicy Couture January 2008 - January 2011
Olive boutique January 2007 - January 2008
Skills
Statistical Data..., Web Analytics, Econometrics, Financial Markets, Business Development, Luxury Goods, Sales, Visual Merchandising, Merchandising, Social Media, Customer Service, Retail, Microsoft Office
Education
University of North Florida 2011 — 2013
Bachelor of Arts, Economics and Business Administration
Advent Software September 2014 - Present
Cantina Laredo July 2011 - January 2015
PhotoJax festival October 2012 - November 2012
Juicy Couture January 2008 - January 2011
Olive boutique January 2007 - January 2008
Skills
Statistical Data..., Web Analytics, Econometrics, Financial Markets, Business Development, Luxury Goods, Sales, Visual Merchandising, Merchandising, Social Media, Customer Service, Retail, Microsoft Office
Education
University of North Florida 2011 — 2013
Bachelor of Arts, Economics and Business Administration
Peter Kim's Advent Software Experience January 2009 - September 2009
Job Redefining How Sales Works
Industry Internet
Experience
LinkedIn January 2014 - Present
LinkedIn January 2012 - December 2013
LinkedIn September 2009 - December 2011
Advent Software January 2009 - September 2009
Advent Software January 2007 - December 2008
Advent Software January 2003 - December 2006
Advent Softwaresan January 2002 - December 2002
Advent Software January 2000 - December 2001
Advent Software October 1998 - December 1999
Skills
Sales Management, Talent Acquisition, Recruitment Advertising, SaaS, Salesforce.com, Enterprise Software, Customer Loyalty, Employer Branding, Relationship Management, Strategy, Leadership, Business Relationship..., Sales, Customer Retention, Recruiting, Sales Operations, Account Management, Management, Selling, Talent Management, Training
Education
University of Illinois at Urbana-Champaign 1992 — 1996
Bachelor's Degree
연세대학교 / Yonsei University
Highland Park High School 1989 — 1992
LinkedIn January 2014 - Present
LinkedIn January 2012 - December 2013
LinkedIn September 2009 - December 2011
Advent Software January 2009 - September 2009
Advent Software January 2007 - December 2008
Advent Software January 2003 - December 2006
Advent Softwaresan January 2002 - December 2002
Advent Software January 2000 - December 2001
Advent Software October 1998 - December 1999
Skills
Sales Management, Talent Acquisition, Recruitment Advertising, SaaS, Salesforce.com, Enterprise Software, Customer Loyalty, Employer Branding, Relationship Management, Strategy, Leadership, Business Relationship..., Sales, Customer Retention, Recruiting, Sales Operations, Account Management, Management, Selling, Talent Management, Training
Education
University of Illinois at Urbana-Champaign 1992 — 1996
Bachelor's Degree
연세대학교 / Yonsei University
Highland Park High School 1989 — 1992
Daniel Sefrin's Advent Software Experience December 2011 - March 2014
Job Application Sales Manager | Oracle Marketing Cloud
Industry Computer Software
Experience
Oracle Marketing Cloud Eloqua Responsys Content Social Data March 2014 - Present
Advent Software December 2011 - March 2014
J.P. Morgan October 2008 - December 2011
J.P. Morgan July 2007 - October 2008
Skills
Emerging Markets, Customer Service, CRM, Financial Risk, Financial Services, Portfolio Management, Banking, Fixed Income, Relationship Management, Management, Marketing, Hedge Funds, Strategy, Sales, Business Development, Digital Marketing, Enterprise Software, Sales Operations, Software, Sales Process, Sales Presentations, New Business Development, Direct Sales, Strategic Planning, Business Strategy, Marketing Strategy, Hair Care
Education
University of Delaware - Lerner College of Business and Economics 2003 — 2007
Bachelor of Science, Finance and Marketing
Oracle Marketing Cloud Eloqua Responsys Content Social Data March 2014 - Present
Advent Software December 2011 - March 2014
J.P. Morgan October 2008 - December 2011
J.P. Morgan July 2007 - October 2008
Skills
Emerging Markets, Customer Service, CRM, Financial Risk, Financial Services, Portfolio Management, Banking, Fixed Income, Relationship Management, Management, Marketing, Hedge Funds, Strategy, Sales, Business Development, Digital Marketing, Enterprise Software, Sales Operations, Software, Sales Process, Sales Presentations, New Business Development, Direct Sales, Strategic Planning, Business Strategy, Marketing Strategy, Hair Care
Education
University of Delaware - Lerner College of Business and Economics 2003 — 2007
Bachelor of Science, Finance and Marketing
Philipp Groebe Philipp Groebe's Advent Software Experience April 2015 - Present
Job Data Analyst at Advent Software
Industry Financial Services
Experience
Advent Software April 2015 - Present
Deutsche Bank August 2013 - April 2015
Skills
Banking, Financial Analysis, Investments, Portfolio Management, Valuation, Financial Modeling, Corporate Finance, Microsoft Office, Microsoft Excel, Microsoft Word, Bloomberg, Credit, PowerPoint, Public Speaking, Social Media, Finance, Research, Customer Service, Social Networking, Leadership, Powerlifting, Asset Management, Bonds, Cash Management, Commercial Banking, Credit Analysis, Due Diligence, Financial Advisory, Financial Risk, Fixed Income, Loans, Mutual Funds, Options, Securities, Treasury Management
Education
University of Florida 2009 — 2013
Bachelor of Science (BS), Finance, General
Advent Software April 2015 - Present
Deutsche Bank August 2013 - April 2015
Skills
Banking, Financial Analysis, Investments, Portfolio Management, Valuation, Financial Modeling, Corporate Finance, Microsoft Office, Microsoft Excel, Microsoft Word, Bloomberg, Credit, PowerPoint, Public Speaking, Social Media, Finance, Research, Customer Service, Social Networking, Leadership, Powerlifting, Asset Management, Bonds, Cash Management, Commercial Banking, Credit Analysis, Due Diligence, Financial Advisory, Financial Risk, Fixed Income, Loans, Mutual Funds, Options, Securities, Treasury Management
Education
University of Florida 2009 — 2013
Bachelor of Science (BS), Finance, General
Dani Owenby's Advent Software Experience May 2015 - September 2015
Job Vendor Risk Analyst at Black Knight Financial Services
Industry Financial Services
Experience
Black Knight Financial Services September 2015 - Present
Advent Software May 2015 - September 2015
BJ's Restaurants, Inc. June 2013 - January 2014
Ms. Carolyn's January 2009 - July 2013
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Social Media, Customer Service, Time Management, Teamwork, PowerPoint, Data Analysis, Data Entry, Data Mining, Economic Development, Economic Research, Economic Policy, International Relations, International Business, International..., International Trade, Financial Analysis, Financial Reporting, Financial Modeling, Data Modeling, Regression Analysis, Regression Models, Statistical Modeling, Statistical Data..., Political Economy, International Political...
Education
University of North Florida 2012 — 2015
Bachelor of Arts (B.A.), Economics, International Studies, Political Science, 3.5 UG GPA
Fernandina Beach High School
Black Knight Financial Services September 2015 - Present
Advent Software May 2015 - September 2015
BJ's Restaurants, Inc. June 2013 - January 2014
Ms. Carolyn's January 2009 - July 2013
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Social Media, Customer Service, Time Management, Teamwork, PowerPoint, Data Analysis, Data Entry, Data Mining, Economic Development, Economic Research, Economic Policy, International Relations, International Business, International..., International Trade, Financial Analysis, Financial Reporting, Financial Modeling, Data Modeling, Regression Analysis, Regression Models, Statistical Modeling, Statistical Data..., Political Economy, International Political...
Education
University of North Florida 2012 — 2015
Bachelor of Arts (B.A.), Economics, International Studies, Political Science, 3.5 UG GPA
Fernandina Beach High School
Marcus Guillestegui Marcus Guillestegui's Advent Software Experience January 2011 - Present
Job Solution Provider for the Global Asset Management Community
Industry Financial Services
Experience
Advent Software January 2011 - Present
Advent Software January 2006 - March 2011
Advent Software July 2000 - January 2006
Education
University of California, Santa Barbara 1988 — 1993
BA, Law & Society
Advent Software January 2011 - Present
Advent Software January 2006 - March 2011
Advent Software July 2000 - January 2006
Education
University of California, Santa Barbara 1988 — 1993
BA, Law & Society
Nick Puryear Nick Puryear's Advent Software Experience July 2006 - August 2007
Job Enterprise Account Executive at Box
Industry Computer Software
Experience
Box February 2014 - Present
Box August 2011 - January 2014
Smartling November 2010 - July 2011
Lithium Technologies March 2009 - November 2010
SuccessFactors September 2007 - November 2008
Advent Software July 2006 - August 2007
Advent Software August 2005 - July 2006
Skills
Sales, SaaS, Cloud Computing, Enterprise Software, Solution Selling, Direct Sales, Sales Process, Salesforce.com, Lead Generation, Software Industry, Professional Services, Strategic Partnerships, Cold Calling, Demand Generation, Sales Enablement, CRM, Marketing Automation
Education
University of California, Santa Cruz
BA, Sociology
Box February 2014 - Present
Box August 2011 - January 2014
Smartling November 2010 - July 2011
Lithium Technologies March 2009 - November 2010
SuccessFactors September 2007 - November 2008
Advent Software July 2006 - August 2007
Advent Software August 2005 - July 2006
Skills
Sales, SaaS, Cloud Computing, Enterprise Software, Solution Selling, Direct Sales, Sales Process, Salesforce.com, Lead Generation, Software Industry, Professional Services, Strategic Partnerships, Cold Calling, Demand Generation, Sales Enablement, CRM, Marketing Automation
Education
University of California, Santa Cruz
BA, Sociology
Nathan Obrero's Advent Software Experience March 2014 - Present
Job MBA Candidate at University of Florida Hough Graduate School of Business
Industry Banking
Experience
Advent Software March 2014 - Present
Wells Fargo April 2012 - March 2014
J.P. Morgan October 2009 - April 2012
Education
University of Florida 2003 — 2007
Bachelor of Business Administration (BBA), Economics
Advent Software March 2014 - Present
Wells Fargo April 2012 - March 2014
J.P. Morgan October 2009 - April 2012
Education
University of Florida 2003 — 2007
Bachelor of Business Administration (BBA), Economics
Matt Obringer's Advent Software Experience August 2012 - April 2015
Job Director, Client Experience at Forcura
Industry Information Technology and Services
Experience
Forcura April 2015 - Present
Advent Software August 2012 - April 2015
Advent Software/Black Diamond Performance Reporting, LLC October 2010 - July 2012
Northern Trust March 2009 - July 2010
Goldman Sachs April 2007 - November 2008
Education
University of Notre Dame - Mendoza College of Business 2004 — 2005
MSA, Master of Science in Accountancy
University of Notre Dame 2000 — 2004
BBA, Accounting
Forcura April 2015 - Present
Advent Software August 2012 - April 2015
Advent Software/Black Diamond Performance Reporting, LLC October 2010 - July 2012
Northern Trust March 2009 - July 2010
Goldman Sachs April 2007 - November 2008
Education
University of Notre Dame - Mendoza College of Business 2004 — 2005
MSA, Master of Science in Accountancy
University of Notre Dame 2000 — 2004
BBA, Accounting
Katie Terry Katie Terry's Advent Software Experience August 2014 - Present
Job Team Lead, Client Implementations at Advent Software
Industry Financial Services
Experience
Advent Software August 2014 - Present
Advent Software 2011 - Present
Northwestern Mutual Financial Network May 2008 - June 2010
Merrill Lynch October 2007 - April 2008
Dr. Katherine L. Billingsley, MD, PA May 2004 - August 2007
Skills
Customer Service, Management, Project Management, Marketing Strategy, Insurance, Process Scheduler, Leadership, Analysis, Business Analysis, Process Improvement, Account Management, CRM, Data Analysis, Finance, Salesforce.com
Education
University of Florida - Warrington College of Business Administration 2010 — 2011
MBA, Marketing
University of North Florida 2004 — 2008
Bachelor, Business Administration
EUROPEAN BUSINESS SCHOOL 2007 — 2007
Advent Software August 2014 - Present
Advent Software 2011 - Present
Northwestern Mutual Financial Network May 2008 - June 2010
Merrill Lynch October 2007 - April 2008
Dr. Katherine L. Billingsley, MD, PA May 2004 - August 2007
Skills
Customer Service, Management, Project Management, Marketing Strategy, Insurance, Process Scheduler, Leadership, Analysis, Business Analysis, Process Improvement, Account Management, CRM, Data Analysis, Finance, Salesforce.com
Education
University of Florida - Warrington College of Business Administration 2010 — 2011
MBA, Marketing
University of North Florida 2004 — 2008
Bachelor, Business Administration
EUROPEAN BUSINESS SCHOOL 2007 — 2007
Christopher Keenom's Advent Software Experience September 2014 - November 2014
Job Territory Manager at Trane
Industry Information Technology and Services
Experience
Trane November 2014 - Present
Advent Software September 2014 - November 2014
University of Florida - J.Wayne Reitz Union September 2008 - August 2014
Gainesville Regional Utilities May 2013 - January 2014
Skills
Solidworks, Matlab, Computer Repair, AutoCAD, Data Analysis, Windows Server, Pipeline Development, Cooling Towers, Gas Turbines, Steam Turbines, HRSG, Microsoft Office, Microsoft Project, Visio, Revit, Engineering, Project Management, Analysis, MS Project, SolidWorks, PowerPoint
Education
University of Florida 2008 — 2013
Bachelor of Science (BS), Mechanical Engineering
Trane November 2014 - Present
Advent Software September 2014 - November 2014
University of Florida - J.Wayne Reitz Union September 2008 - August 2014
Gainesville Regional Utilities May 2013 - January 2014
Skills
Solidworks, Matlab, Computer Repair, AutoCAD, Data Analysis, Windows Server, Pipeline Development, Cooling Towers, Gas Turbines, Steam Turbines, HRSG, Microsoft Office, Microsoft Project, Visio, Revit, Engineering, Project Management, Analysis, MS Project, SolidWorks, PowerPoint
Education
University of Florida 2008 — 2013
Bachelor of Science (BS), Mechanical Engineering
Jen AbiKhalil Jen AbiKhalil's Advent Software Experience May 2014 - Present
Job Senior Manager, Implementation & Reporting at Advent Software
Industry Financial Services
Experience
Advent Software May 2014 - Present
Advent Software July 2012 - Present
Advent Software September 2010 - July 2012
Black Diamond July 2008 - September 2010
Carperks December 2004 - July 2008
Skills
Microsoft Excel, Salesforce.com, Portfolio Management, Strategic Partnerships, Financial Analysis, Business Analysis, Customer Service, Process Improvement, Investments, Strategic Planning, Software Implementation, Management, Leadership, Forecasting, Financial Modeling, CRM, Business Development
Education
University of North Florida 2006 — 2008
MBA, Finance, Business
University of North Florida - College of Business Administration 2006 — 2008
MBA, Finance
Advent Software May 2014 - Present
Advent Software July 2012 - Present
Advent Software September 2010 - July 2012
Black Diamond July 2008 - September 2010
Carperks December 2004 - July 2008
Skills
Microsoft Excel, Salesforce.com, Portfolio Management, Strategic Partnerships, Financial Analysis, Business Analysis, Customer Service, Process Improvement, Investments, Strategic Planning, Software Implementation, Management, Leadership, Forecasting, Financial Modeling, CRM, Business Development
Education
University of North Florida 2006 — 2008
MBA, Finance, Business
University of North Florida - College of Business Administration 2006 — 2008
MBA, Finance
Derek Snyder Derek Snyder's Advent Software Experience January 2014 - Present
Job Solutions Support Analyst at Advent Software
Industry Computer Software
Experience
Advent Software January 2014 - Present
Advent Software April 2011 - January 2014
Skills
Process Improvement, Business Analysis, Cross-functional Team..., Visio, Salesforce.com, Business Process..., Vendor Management, Business Intelligence, Requirements Analysis, SharePoint, Project Management, Software Documentation, CRM, Program Management, Business Process, Analysis, Software Project...
Education
University of North Florida - College of Business Administration 2005 — 2010
Bachelor of Business Administration (BBA), Business Administration and Management, General
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Advent Software January 2014 - Present
Advent Software April 2011 - January 2014
Skills
Process Improvement, Business Analysis, Cross-functional Team..., Visio, Salesforce.com, Business Process..., Vendor Management, Business Intelligence, Requirements Analysis, SharePoint, Project Management, Software Documentation, CRM, Program Management, Business Process, Analysis, Software Project...
Education
University of North Florida - College of Business Administration 2005 — 2010
Bachelor of Business Administration (BBA), Business Administration and Management, General
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Madhavi Pradhan Madhavi Pradhan's Advent Software Experience May 2008 - June 2012
Job Sr Business Systems Analyst at Bloom Energy
Industry Information Technology and Services
Experience
Bloom Energy October 2012 - Present
Disha LLC June 2012 - September 2012
Advent Software May 2008 - June 2012
Advent Software May 2008 - August 2008
Adobe Systems December 2005 - October 2006
Macromedia Inc May 1999 - December 2005
ATOS ORIGIN January 1999 - May 1999
Mafatlal Consultancy Services 1995 - 1999
Education
Project Management Institute
PMP
University of Mumbai
Bachelor of Engineering, Biomedical Engineering
Bloom Energy October 2012 - Present
Disha LLC June 2012 - September 2012
Advent Software May 2008 - June 2012
Advent Software May 2008 - August 2008
Adobe Systems December 2005 - October 2006
Macromedia Inc May 1999 - December 2005
ATOS ORIGIN January 1999 - May 1999
Mafatlal Consultancy Services 1995 - 1999
Education
Project Management Institute
PMP
University of Mumbai
Bachelor of Engineering, Biomedical Engineering
Scott Bieker Scott Bieker's Advent Software Experience 2006 - 2013
Job VP Business Operations at ALICE A Life Improving Customer Experience
Industry Computer Software
Experience
ALICE - Hospitality Operations Platform 2015 - Present
Kid Car NY, LLC 2010 - Present
Compliance Science 2014 - 2015
Advent Software 2006 - 2013
east circle solutions, inc. 2003 - 2006
Advent Europe Ltd. 2001 - 2002
Goldman Sachs 2000 - 2001
Advent Software 1995 - 1999
Matrix Asset Advisors 1993 - 1995
Birinyi Associates, Inc. 1992 - 1993
Skills
Mergers, Business Strategy, Investments, Software Development, Software Sales, Product Management, Problem Solving, Process Improvement, Microsoft Technologies, Ruby on Rails, Market Analysis, Salesforce.com, CRM, Asset Managment, Microsoft SQL Server, Start-ups, Cloud Computing, Integration, Product Marketing, Strategy, Management, Agile Methodologies, Product Development, SaaS, Executive Management, Enterprise Software, Strategic Partnerships, Sales, Asset Management
Education
University of Nebraska-Lincoln 1988 — 1992
BS, Finance, Economics
ALICE - Hospitality Operations Platform 2015 - Present
Kid Car NY, LLC 2010 - Present
Compliance Science 2014 - 2015
Advent Software 2006 - 2013
east circle solutions, inc. 2003 - 2006
Advent Europe Ltd. 2001 - 2002
Goldman Sachs 2000 - 2001
Advent Software 1995 - 1999
Matrix Asset Advisors 1993 - 1995
Birinyi Associates, Inc. 1992 - 1993
Skills
Mergers, Business Strategy, Investments, Software Development, Software Sales, Product Management, Problem Solving, Process Improvement, Microsoft Technologies, Ruby on Rails, Market Analysis, Salesforce.com, CRM, Asset Managment, Microsoft SQL Server, Start-ups, Cloud Computing, Integration, Product Marketing, Strategy, Management, Agile Methodologies, Product Development, SaaS, Executive Management, Enterprise Software, Strategic Partnerships, Sales, Asset Management
Education
University of Nebraska-Lincoln 1988 — 1992
BS, Finance, Economics
Brian Justice's Advent Software Experience January 2009 - Present
Job Director, Sales and Business Development
Industry Computer Software
Experience
Advent Software January 2009 - Present
Advent Software, Inc. January 2006 - January 2009
Advent Software, Inc. January 2003 - January 2006
Advent Software, Inc. February 2000 - January 2003
Prudential Securities, Inc. January 1998 - January 2000
Sausalito Cylclery September 1993 - December 1997
Skills
Sales Management, New Business Development, Direct Sales, Marketing Strategy, Consultative Selling, Solution Selling, Channel Management, Business Planning, Team Building, Selling, Sales, SaaS, Portfolio Management, Salesforce.com, Asset Management, Outsourcing, Sales Process, CRM, Channel Partners, Strategy, Investments, Management, Enterprise Software, Financial Services
Education
University of Massachusetts, Amherst 1989 — 1993
BS, Economics
Arlington high school 1985 — 1989
Advent Software January 2009 - Present
Advent Software, Inc. January 2006 - January 2009
Advent Software, Inc. January 2003 - January 2006
Advent Software, Inc. February 2000 - January 2003
Prudential Securities, Inc. January 1998 - January 2000
Sausalito Cylclery September 1993 - December 1997
Skills
Sales Management, New Business Development, Direct Sales, Marketing Strategy, Consultative Selling, Solution Selling, Channel Management, Business Planning, Team Building, Selling, Sales, SaaS, Portfolio Management, Salesforce.com, Asset Management, Outsourcing, Sales Process, CRM, Channel Partners, Strategy, Investments, Management, Enterprise Software, Financial Services
Education
University of Massachusetts, Amherst 1989 — 1993
BS, Economics
Arlington high school 1985 — 1989
Chris Somers's Advent Software Experience January 2011 - Present
Job Senior Consultant, Geneva at Advent Software
Industry Computer Software
Experience
Advent Software January 2011 - Present
Advent Software April 2006 - December 2010
Skills
Enterprise Software, Order Management, Business Analysis, Software Implementation, Trading Systems, Integration, Requirements Analysis, SaaS, Asset Management, Software Project..., Requirements Gathering, Databases, Business Intelligence, Salesforce.com, CRM, Customer Experience, Customer Retention, Trusted Business Advisor, Microsoft SQL Server, Custom Software..., Software Solution..., Account Reconciliation
Education
University of Cincinnati College of Business 2000 — 2003
MBA, Finance
University of Cincinnati 1996 — 2000
BM, Percussion Performance
Advent Software January 2011 - Present
Advent Software April 2006 - December 2010
Skills
Enterprise Software, Order Management, Business Analysis, Software Implementation, Trading Systems, Integration, Requirements Analysis, SaaS, Asset Management, Software Project..., Requirements Gathering, Databases, Business Intelligence, Salesforce.com, CRM, Customer Experience, Customer Retention, Trusted Business Advisor, Microsoft SQL Server, Custom Software..., Software Solution..., Account Reconciliation
Education
University of Cincinnati College of Business 2000 — 2003
MBA, Finance
University of Cincinnati 1996 — 2000
BM, Percussion Performance
Sandra Sawant's Advent Software Experience December 2010 - Present
Job Professional Services Consultant,Geneva Migrations Specialist at Advent Software
Industry Financial Services
Experience
Advent Software December 2010 - Present
Advent Software May 2008 - December 2010
Citi Hedge Fund Services North America, Inc. April 2007 - May 2008
Hewins Financial Advisors LLC May 2006 - April 2007
Hewins Financial Advisors LLC March 2005 - May 2006
Hewins Financial Advisors LLC December 2003 - March 2005
Skills
Account Reconciliation, Financial Reporting, Unix, Financial Services, Alternative Investments, Investments, Hedge Funds, Fund Accounting, Portfolio Management, Mutual Funds, Accounting, Back Office, Investment Advisory, Financial Statements, Asset Management, Axys, Securities, Finance, Equities, Management, Corporate Actions, Fixed Income, Derivatives, Fund Administration
Education
University of Central Florida 1997 — 2000
BSBA, Finance
Advent Software December 2010 - Present
Advent Software May 2008 - December 2010
Citi Hedge Fund Services North America, Inc. April 2007 - May 2008
Hewins Financial Advisors LLC May 2006 - April 2007
Hewins Financial Advisors LLC March 2005 - May 2006
Hewins Financial Advisors LLC December 2003 - March 2005
Skills
Account Reconciliation, Financial Reporting, Unix, Financial Services, Alternative Investments, Investments, Hedge Funds, Fund Accounting, Portfolio Management, Mutual Funds, Accounting, Back Office, Investment Advisory, Financial Statements, Asset Management, Axys, Securities, Finance, Equities, Management, Corporate Actions, Fixed Income, Derivatives, Fund Administration
Education
University of Central Florida 1997 — 2000
BSBA, Finance
David Sistek's Advent Software Experience October 2013 - April 2015
Job Retired IT Professional
Industry Financial Services
Experience
Advent Software October 2013 - April 2015
Bank of America Merrill Lynch (Retired) July 1981 - November 2011
United States Marine Corps August 1969 - August 1972
Skills
Equities, Financial Services, Process Improvement, Risk Management, Project Management, Disaster Recovery, Enterprise Architecture, Information Technology, Data Center, IT Management, IT Strategy, Software Project..., Business Analysis, SDLC, Vendor Management, Governance, Project Portfolio..., PMO, PMP, Strategy, Program Management, Portfolio Management
Education
University of Hawaii at Manoa 1971 — 1975
BA, Asian Studies
Computer Sciences School, United States Marine Corps 1969 — 1970
Programming
Advent Software October 2013 - April 2015
Bank of America Merrill Lynch (Retired) July 1981 - November 2011
United States Marine Corps August 1969 - August 1972
Skills
Equities, Financial Services, Process Improvement, Risk Management, Project Management, Disaster Recovery, Enterprise Architecture, Information Technology, Data Center, IT Management, IT Strategy, Software Project..., Business Analysis, SDLC, Vendor Management, Governance, Project Portfolio..., PMO, PMP, Strategy, Program Management, Portfolio Management
Education
University of Hawaii at Manoa 1971 — 1975
BA, Asian Studies
Computer Sciences School, United States Marine Corps 1969 — 1970
Programming
Shawn Inslee's Advent Software Experience January 2012 - Present
Job Vice President of Operations at FinFolio, Inc.
Industry Financial Services
Experience
FinFolio, Inc. July 2015 - Present
Advent Software January 2012 - Present
Advent Software May 2001 - January 2012
SS&C Technologies December 2004 - January 2005
Techfi April 2000 - December 2001
Fiserv January 1999 - April 2000
Dreyfus June 1997 - January 1999
MetLife January 1995 - June 1997
Skills
Enterprise Software, Agile Methodologies, SQL, Software Project..., Business Analysis, Requirements Analysis, Microsoft SQL Server, Software Development, Scrum, Integration, Testing, .NET, Agile Project Management, Cloud Computing, SOA, SaaS, Financial Accounting, Balsamiq, Product Management, Financial Services, CRM, Salesforce.com, Business Intelligence, Cross-functional Team...
Education
University of Colorado Boulder 1993 — 1996
FinFolio, Inc. July 2015 - Present
Advent Software January 2012 - Present
Advent Software May 2001 - January 2012
SS&C Technologies December 2004 - January 2005
Techfi April 2000 - December 2001
Fiserv January 1999 - April 2000
Dreyfus June 1997 - January 1999
MetLife January 1995 - June 1997
Skills
Enterprise Software, Agile Methodologies, SQL, Software Project..., Business Analysis, Requirements Analysis, Microsoft SQL Server, Software Development, Scrum, Integration, Testing, .NET, Agile Project Management, Cloud Computing, SOA, SaaS, Financial Accounting, Balsamiq, Product Management, Financial Services, CRM, Salesforce.com, Business Intelligence, Cross-functional Team...
Education
University of Colorado Boulder 1993 — 1996
Chris Caviedes's Advent Software Experience March 2010 - Present
Job Software Engineer at Advent Software
Industry Financial Services
Experience
Advent Software March 2010 - Present
Chris Caviedes February 2008 - April 2011
Blackbaud February 2005 - January 2008
Regeneration Technologies August 2002 - January 2005
International Paper 1998 - 1999
Skills
.NET, Visual Basic, Microsoft SQL Server, ASP.NET, ODBC, SQL, JavaScript, E-commerce, Customer Service, jQuery, Data Analysis, T-SQL
Education
University of Florida 1992 — 2001
Master’s Degree, Management Information Systems, General
Advent Software March 2010 - Present
Chris Caviedes February 2008 - April 2011
Blackbaud February 2005 - January 2008
Regeneration Technologies August 2002 - January 2005
International Paper 1998 - 1999
Skills
.NET, Visual Basic, Microsoft SQL Server, ASP.NET, ODBC, SQL, JavaScript, E-commerce, Customer Service, jQuery, Data Analysis, T-SQL
Education
University of Florida 1992 — 2001
Master’s Degree, Management Information Systems, General
Jeremy Yowell's Advent Software Experience October 2014 - Present
Job Custom Engineer US Team Lead at Advent Software
Industry Investment Management
Experience
Advent Software October 2014 - Present
Advent Software January 2013 - October 2014
Advent Software December 2011 - December 2012
Advent Users Group 2008 - November 2011
Kennedy Capital Management, Inc. November 2001 - November 2011
Skills
Active Directory, Bloomberg, Disaster Recovery, Networking, Microsoft SQL Server, Virtualization, System Administration, Vendor Management, Enterprise Software, Business Analysis, Fixed Income, Project Management, Equities, Management
Education
University of Missouri-Saint Louis 2001 — 2005
MIS, Acctg, BSBA, MIS, Accounting, Business Administration, Computer Science
Fort Zumwalt West High School 1999 — 2001
Advent Software October 2014 - Present
Advent Software January 2013 - October 2014
Advent Software December 2011 - December 2012
Advent Users Group 2008 - November 2011
Kennedy Capital Management, Inc. November 2001 - November 2011
Skills
Active Directory, Bloomberg, Disaster Recovery, Networking, Microsoft SQL Server, Virtualization, System Administration, Vendor Management, Enterprise Software, Business Analysis, Fixed Income, Project Management, Equities, Management
Education
University of Missouri-Saint Louis 2001 — 2005
MIS, Acctg, BSBA, MIS, Accounting, Business Administration, Computer Science
Fort Zumwalt West High School 1999 — 2001
Paul Crescione's Advent Software Experience January 1999 - June 2014
Job Senior SQL Developer at Purple Communications, Inc
Industry Computer Software
Experience
Purple Communications, Inc October 2014 - Present
Fiore Fantastico Designs January 1995 - Present
Advent Software January 1999 - June 2014
Advent Software January 1995 - December 1998
Advent Software January 1995 - December 1995
Skills
Agile Methodologies, XML, Scrum, C#, .NET, Software Development, Web Services, Microsoft SQL Server, SQL, C++, Financial Reporting, SSRS, Visual Studio, ASP.NET, JavaScript, Enterprise Software, Integration
Education
University of California, Santa Barbara 1989 — 1994
Purple Communications, Inc October 2014 - Present
Fiore Fantastico Designs January 1995 - Present
Advent Software January 1999 - June 2014
Advent Software January 1995 - December 1998
Advent Software January 1995 - December 1995
Skills
Agile Methodologies, XML, Scrum, C#, .NET, Software Development, Web Services, Microsoft SQL Server, SQL, C++, Financial Reporting, SSRS, Visual Studio, ASP.NET, JavaScript, Enterprise Software, Integration
Education
University of California, Santa Barbara 1989 — 1994
Linh Lopez's Advent Software Experience January 2000 - December 2007
Job Realtor Associate at Elite Pacific Properties
Industry Real Estate
Experience
Elite Pacific Properties March 2013 - Present
Accusource LLC 2011 - Present
Morgan Stanley Smith Barney 2008 - April 2012
Advent Software January 2000 - December 2007
Skills
Alternative Investments, Fixed Income
Education
University of Hawaii - College of Business Administration 1994 — 1999
Bachelor of Arts (BA), Finance
Elite Pacific Properties March 2013 - Present
Accusource LLC 2011 - Present
Morgan Stanley Smith Barney 2008 - April 2012
Advent Software January 2000 - December 2007
Skills
Alternative Investments, Fixed Income
Education
University of Hawaii - College of Business Administration 1994 — 1999
Bachelor of Arts (BA), Finance
Chris Bendixen's Advent Software Experience July 2009 - June 2014
Job Implementation Consultant
Industry Financial Services
Experience
Advent Software July 2009 - June 2014
Advent Software January 2006 - July 2009
Advent Software June 2003 - January 2006
Advent Software, Inc October 1997 - June 2003
Morningstar, Inc. October 1992 - July 1997
Skills
Enterprise Software, Business Analysis, Software Project..., SaaS, Integration, Order Management, Business Intelligence, Requirements Analysis, Trading Systems, Hedge Funds, SDLC, Enterprise Architecture, Agile Project Management, Agile Methodologies, Requirements Gathering, Management, Software Development, Equities, Financial Services, Project Management
Education
University of Notre Dame 1988 — 1992
Bachelor of Arts (B.A.), English Language and Literature/Letters
Advent Software July 2009 - June 2014
Advent Software January 2006 - July 2009
Advent Software June 2003 - January 2006
Advent Software, Inc October 1997 - June 2003
Morningstar, Inc. October 1992 - July 1997
Skills
Enterprise Software, Business Analysis, Software Project..., SaaS, Integration, Order Management, Business Intelligence, Requirements Analysis, Trading Systems, Hedge Funds, SDLC, Enterprise Architecture, Agile Project Management, Agile Methodologies, Requirements Gathering, Management, Software Development, Equities, Financial Services, Project Management
Education
University of Notre Dame 1988 — 1992
Bachelor of Arts (B.A.), English Language and Literature/Letters
Ben Tan's Advent Software Experience August 2011 - February 2013
Job Solutions Consultant (Sales Engineer) at Zendesk
Industry Information Technology and Services
Experience
Zendesk October 2013 - Present
Zendesk March 2013 - October 2013
Advent Software August 2011 - February 2013
Advent Software Inc. January 2009 - August 2011
Advent Software July 2006 - January 2009
Hewlett-Packard August 2004 - March 2006
Skills
Integration, Business Analysis, SaaS, Product Management, Enterprise Software, Management, Requirements Analysis, SQL, Order Management, Salesforce.com, Databases, Cross-functional Team..., Account Management, Cloud Computing, Business Intelligence, Advent, Analysis, Software Project..., Workflow Analysis, Software Development, CRM, Microsoft SQL Server, Troubleshooting, Product Development, SQL Server, SWIFT, Java, Automation, Windows, C++, C, Programming, KCS
Education
University of California, Santa Barbara 2000 — 2004
Bachelors of Science, Computer Science
Zendesk October 2013 - Present
Zendesk March 2013 - October 2013
Advent Software August 2011 - February 2013
Advent Software Inc. January 2009 - August 2011
Advent Software July 2006 - January 2009
Hewlett-Packard August 2004 - March 2006
Skills
Integration, Business Analysis, SaaS, Product Management, Enterprise Software, Management, Requirements Analysis, SQL, Order Management, Salesforce.com, Databases, Cross-functional Team..., Account Management, Cloud Computing, Business Intelligence, Advent, Analysis, Software Project..., Workflow Analysis, Software Development, CRM, Microsoft SQL Server, Troubleshooting, Product Development, SQL Server, SWIFT, Java, Automation, Windows, C++, C, Programming, KCS
Education
University of California, Santa Barbara 2000 — 2004
Bachelors of Science, Computer Science
Brooks Hering's Advent Software Experience January 2012 - Present
Job Senior Sales Executive(High Profile Field) at Advent Software
Industry Financial Services
Experience
Advent Software January 2012 - Present
Advent Software February 2009 - January 2012
Lowes Commercial Properties July 2007 - October 2008
Bear Stearns March 2006 - December 2006
Lehman Brothers January 2004 - March 2006
Advent Software November 1998 - February 2002
Skills
SaaS, Asset Managment, Financial Services, Salesforce.com, Equities, Account Management, Solution Selling, Portfolio Management, Asset Management, Sales Process, Strategy, Wealth Management, Product Management, Securities, Vendor Management, Professional Services, New Business Development, Consulting, Management, Lead Generation, Series 7, Cloud Computing, Analytics, Investment Management, Direct Sales, Selling, Product Marketing, Cold Calling, Contract Negotiation, Start-ups, Relationship Management, Sales, Business Process..., CRM, Leadership, Business Development, Options, Cross-functional Team..., Alternative Investments, Strategic Partnerships, Investments, Fixed Income, Mutual Funds, Competitive Analysis, Executive Management, Entrepreneurship, Hedge Funds, Series 63, Business Strategy, Business Analysis
Education
University of Colorado Boulder 1988 — 1992
Advent Software January 2012 - Present
Advent Software February 2009 - January 2012
Lowes Commercial Properties July 2007 - October 2008
Bear Stearns March 2006 - December 2006
Lehman Brothers January 2004 - March 2006
Advent Software November 1998 - February 2002
Skills
SaaS, Asset Managment, Financial Services, Salesforce.com, Equities, Account Management, Solution Selling, Portfolio Management, Asset Management, Sales Process, Strategy, Wealth Management, Product Management, Securities, Vendor Management, Professional Services, New Business Development, Consulting, Management, Lead Generation, Series 7, Cloud Computing, Analytics, Investment Management, Direct Sales, Selling, Product Marketing, Cold Calling, Contract Negotiation, Start-ups, Relationship Management, Sales, Business Process..., CRM, Leadership, Business Development, Options, Cross-functional Team..., Alternative Investments, Strategic Partnerships, Investments, Fixed Income, Mutual Funds, Competitive Analysis, Executive Management, Entrepreneurship, Hedge Funds, Series 63, Business Strategy, Business Analysis
Education
University of Colorado Boulder 1988 — 1992
Courtney Kloster's Advent Software Experience 2000 - 2005
Job Executive Assistant
Industry Executive Office
Experience
Mark Ross & Co. EA to President, CEO, GMPowderhouse Productions2008 - 2010
Advent Software 2000 - 2005
Putnam Investments September 1999 - October 2000
Education
University of Massachusetts, Amherst 1994 — 1999
Avon High School 1990 — 1994
Cardinal Spellman High School
Mark Ross & Co. EA to President, CEO, GMPowderhouse Productions2008 - 2010
Advent Software 2000 - 2005
Putnam Investments September 1999 - October 2000
Education
University of Massachusetts, Amherst 1994 — 1999
Avon High School 1990 — 1994
Cardinal Spellman High School
Curtis Leong's Advent Software Experience September 2005 - July 2008
Job Project Manager at Ensenta
Industry Computer Software
Experience
Ensenta March 2013 - Present
RegPack October 2012 - March 2013
Oodle November 2010 - October 2012
MetLife January 2009 - January 2010
Advent Software September 2005 - July 2008
HCK Technologies June 2003 - December 2004
Skills
New Business Development, CRM, SaaS, Management, Start-ups, Strategic Planning, Project Planning, Enterprise Software, Operations Management, Business Development, Account Management, Mobile Devices, Product Management, Social Media Marketing, Strategic Partnerships, Marketing Strategy, Salesforce.com, Strategy, Vendor Management, Cloud Computing, Sales Management, Sales, Project Management, E-commerce
Education
University of California, Riverside 1999 — 2004
BS, Electrical Engineering
Ensenta March 2013 - Present
RegPack October 2012 - March 2013
Oodle November 2010 - October 2012
MetLife January 2009 - January 2010
Advent Software September 2005 - July 2008
HCK Technologies June 2003 - December 2004
Skills
New Business Development, CRM, SaaS, Management, Start-ups, Strategic Planning, Project Planning, Enterprise Software, Operations Management, Business Development, Account Management, Mobile Devices, Product Management, Social Media Marketing, Strategic Partnerships, Marketing Strategy, Salesforce.com, Strategy, Vendor Management, Cloud Computing, Sales Management, Sales, Project Management, E-commerce
Education
University of California, Riverside 1999 — 2004
BS, Electrical Engineering
Niamh Kerrigan's Advent Software Experience 2008 - Present
Job Senior Relationship Manager at Advent Software
Industry Financial Services
Experience
Advent Software 2008 - Present
SAC Capital 2003 - 2007
Skills
Hedge Funds, Prime Brokerage, Fixed Income, Equities, Alternative Investments, Derivatives, Securities, Trading Systems, Portfolio Management, Back Office, Bloomberg, Asset Management, Trading, Financial Markets, Electronic Trading, Business Analysis, Financial Services, Investments
Education
University of Delaware - Lerner College of Business and Economics 1998 — 2002
Advent Software 2008 - Present
SAC Capital 2003 - 2007
Skills
Hedge Funds, Prime Brokerage, Fixed Income, Equities, Alternative Investments, Derivatives, Securities, Trading Systems, Portfolio Management, Back Office, Bloomberg, Asset Management, Trading, Financial Markets, Electronic Trading, Business Analysis, Financial Services, Investments
Education
University of Delaware - Lerner College of Business and Economics 1998 — 2002
Lenny Gokhman's Advent Software Experience April 2007 - January 2011
Job Senior QA Engineer at FactSet
Industry Computer Software
Experience
FactSet February 2015 - Present
Code Red February 2011 - Present
Advent Software April 2007 - January 2011
Symantec February 2003 - April 2007
e4eNet February 2002 - July 2002
Millipore Corporation October 2001 - December 2001
Teradyne January 1999 - January 2001
Health Systems Technologies January 1995 - January 1999
Skills
Test Automation, Testing, Automation, Windows, Operating Systems, Documentation, SilkTest, Test Complete, System Testing, JUnit, Scripting, SQL Server, Agile, SQL, Manual Testing, Scrum, XML, Agile Methodologies, Software Documentation, Microsoft SQL Server, Test Planning, Software Quality...
Education
University of Massachusetts, Amherst
BS, Computer Science
University of Washington
FactSet February 2015 - Present
Code Red February 2011 - Present
Advent Software April 2007 - January 2011
Symantec February 2003 - April 2007
e4eNet February 2002 - July 2002
Millipore Corporation October 2001 - December 2001
Teradyne January 1999 - January 2001
Health Systems Technologies January 1995 - January 1999
Skills
Test Automation, Testing, Automation, Windows, Operating Systems, Documentation, SilkTest, Test Complete, System Testing, JUnit, Scripting, SQL Server, Agile, SQL, Manual Testing, Scrum, XML, Agile Methodologies, Software Documentation, Microsoft SQL Server, Test Planning, Software Quality...
Education
University of Massachusetts, Amherst
BS, Computer Science
University of Washington
Hild, Michele's Advent Software Experience June 2002 - December 2003
Job
Industry Hospital & Health Care
Experience
Rocky Mountain Health Plans August 2010 - Present
RE/MAX International Inc May 2005 - April 2009
Advent Software June 2002 - December 2003
Datatec Systems April 2000 - October 2001
Collier Associates Financial Advisors April 1998 - April 2000
UNION BANK AND TRUST May 1992 - January 1997
Skills
Vendor Management, Business Analysis, Project Management, Training, Databases, Business Process..., Quality Assurance, Budgets, Management, Business Development, Web Development, Analysis, SDLC, Visio, Process Improvement, Software Documentation, Access, Healthcare Information..., PL/SQL, Data Analysis
Education
University of Nebraska-Lincoln
Psychology
Rocky Mountain Health Plans August 2010 - Present
RE/MAX International Inc May 2005 - April 2009
Advent Software June 2002 - December 2003
Datatec Systems April 2000 - October 2001
Collier Associates Financial Advisors April 1998 - April 2000
UNION BANK AND TRUST May 1992 - January 1997
Skills
Vendor Management, Business Analysis, Project Management, Training, Databases, Business Process..., Quality Assurance, Budgets, Management, Business Development, Web Development, Analysis, SDLC, Visio, Process Improvement, Software Documentation, Access, Healthcare Information..., PL/SQL, Data Analysis
Education
University of Nebraska-Lincoln
Psychology
Timothy Wendt's Advent Software Experience January 2011 - Present
Job Member of Technical Staff at Advent Software
Industry Financial Services
Experience
Advent Software January 2011 - Present
Evnine & Associates, Inc. March 2009 - January 2011
Iris Financial Solutions 1994 - 2009
Barclays Global Investors 1987 - 1994
Allen-Bradley 1985 - 1987
SGI, Fairfield, Connecticut 1984 - 1985
Norton & Co., New York, New York 1981 - 1983
Bell Laboratories 1978 - 1981
Skills
C++, Java, Perl, OO design, OO/Relational mapping..., Relational Databases..., Process implementation..., Basic Unix networking..., Eclipse, Object Oriented Design, Unix
Education
University of Louisiana at Lafayette 1975 — 1978
MS, Computer Science
University of Michigan 1969 — 1973
BS, Anthropology
Advent Software January 2011 - Present
Evnine & Associates, Inc. March 2009 - January 2011
Iris Financial Solutions 1994 - 2009
Barclays Global Investors 1987 - 1994
Allen-Bradley 1985 - 1987
SGI, Fairfield, Connecticut 1984 - 1985
Norton & Co., New York, New York 1981 - 1983
Bell Laboratories 1978 - 1981
Skills
C++, Java, Perl, OO design, OO/Relational mapping..., Relational Databases..., Process implementation..., Basic Unix networking..., Eclipse, Object Oriented Design, Unix
Education
University of Louisiana at Lafayette 1975 — 1978
MS, Computer Science
University of Michigan 1969 — 1973
BS, Anthropology
Leah Libet Bellis's Advent Software Experience 2001 - 2003
Job Independent Financial Services Professional
Industry Financial Services
Experience
Advent Software 2001 - 2003
Education
University of California, San Diego 1990 — 1995
Advent Software 2001 - 2003
Education
University of California, San Diego 1990 — 1995
Jenny Caulfield's Advent Software Experience 1993 - 1995
Job Independent
Industry Information Technology and Services
Experience
Amdahl Corporation 1995 - 1996
Advent Software 1993 - 1995
Walker Interactive 1988 - 1993
Education
University of Cape Town 1975 — 1977
B. Sc, Computer Science
Amdahl Corporation 1995 - 1996
Advent Software 1993 - 1995
Walker Interactive 1988 - 1993
Education
University of Cape Town 1975 — 1977
B. Sc, Computer Science
Christie McNulty's Advent Software Experience July 2007 - August 2007
Job Senior Marketing Specialist, Global Events at Oracle
Industry Information Technology and Services
Experience
Oracle June 2014 - Present
Stifel Financial Corp. February 2010 - June 2014
Thomas Weisel Partners July 2009 - February 2010
The Shand Group September 2007 - December 2007
Advent Software July 2007 - August 2007
Skills
Marketing, Event Planning, Public Relations, Budgets, PowerPoint, Budget Management, Microsoft Excel, Media Relations, Marketing Communications, Online Marketing, Excel, CRM, Demand Generation, Email Marketing, Online Advertising
Education
University of California, Santa Barbara 2004 — 2008
Communications, Spanish
Oracle June 2014 - Present
Stifel Financial Corp. February 2010 - June 2014
Thomas Weisel Partners July 2009 - February 2010
The Shand Group September 2007 - December 2007
Advent Software July 2007 - August 2007
Skills
Marketing, Event Planning, Public Relations, Budgets, PowerPoint, Budget Management, Microsoft Excel, Media Relations, Marketing Communications, Online Marketing, Excel, CRM, Demand Generation, Email Marketing, Online Advertising
Education
University of California, Santa Barbara 2004 — 2008
Communications, Spanish
Daniel Destouche's Advent Software Experience January 2010 - Present
Job Sr. Software Engineer
Industry Financial Services
Experience
Advent Software January 2010 - Present
Step-in-School Inc. March 2010 - November 2014
Superchips January 2009 - January 2010
UPS Freight May 2008 - January 2009
Skills
Database Design, SQL, Microsoft SQL Server, C#, JavaScript, jQuery, HTML, CSS, ASP.NET, XML, ASP.NET MVC, Access, MVVM, Visual Basic, MySQL, Software Development, Git, Subversion, Databases, .NET, MVC, Programming, Web Development
Education
University of Central Florida 2003 — 2008
College of Business Administration, BSBA Management Information Systems/ Accounting
Advent Software January 2010 - Present
Step-in-School Inc. March 2010 - November 2014
Superchips January 2009 - January 2010
UPS Freight May 2008 - January 2009
Skills
Database Design, SQL, Microsoft SQL Server, C#, JavaScript, jQuery, HTML, CSS, ASP.NET, XML, ASP.NET MVC, Access, MVVM, Visual Basic, MySQL, Software Development, Git, Subversion, Databases, .NET, MVC, Programming, Web Development
Education
University of Central Florida 2003 — 2008
College of Business Administration, BSBA Management Information Systems/ Accounting
Anne Scherr's Advent Software Experience 1990 - 2005
Job Operations Manager at Fairview Capital
Industry Investment Management
Experience
Fairview Capital March 2015 - Present
Stewart and Patten August 2013 - March 2015
Quantum Capital Management April 2012 - June 2013
Bersot Capital Management February 2011 - April 2012
Private Wealth Partners, LLC 2005 - 2007
Advent Software 1990 - 2005
Freedom Capital Management 1987 - 1990
Cambridge Trust Company 1983 - 1987
Skills
Reconciliation, DTC, Advent, Back Office, Excel, Customer Relations, PowerPoint, Word, Microsoft Office, Problem Solving, Microsoft Word, Microsoft Excel, Account Reconciliation, Portfolio Management, Security APL, Asset Management, Customer Service, Financial Services, Equities, Salesforce.com, Investment Management, Axys, Performance Measurement, Financial Analysis, Process Improvement, Project Management
Education
University of Connecticut 1979 — 1983
B.A., Economics and French
Swarthmore High School 1975 — 1979
Fairview Capital March 2015 - Present
Stewart and Patten August 2013 - March 2015
Quantum Capital Management April 2012 - June 2013
Bersot Capital Management February 2011 - April 2012
Private Wealth Partners, LLC 2005 - 2007
Advent Software 1990 - 2005
Freedom Capital Management 1987 - 1990
Cambridge Trust Company 1983 - 1987
Skills
Reconciliation, DTC, Advent, Back Office, Excel, Customer Relations, PowerPoint, Word, Microsoft Office, Problem Solving, Microsoft Word, Microsoft Excel, Account Reconciliation, Portfolio Management, Security APL, Asset Management, Customer Service, Financial Services, Equities, Salesforce.com, Investment Management, Axys, Performance Measurement, Financial Analysis, Process Improvement, Project Management
Education
University of Connecticut 1979 — 1983
B.A., Economics and French
Swarthmore High School 1975 — 1979
Matt Howitt's Advent Software Experience July 2009 - Present
Job Sr. Software Engineer/Member of the Technical Staff at Advent Software
Industry Financial Services
Experience
Advent Software July 2009 - Present
Iris Financial Solutions October 2000 - February 2009
Varian Inc. , NMR Division October 1994 - October 2000
Spectroscopy Imaging Systems October 1988 - April 1994
Skills
Enterprise Software, Databases, Leadership, Agile Methodologies, Operating Systems, Software Engineering
Education
University of California, San Diego 1972 — 1977
B.A., Physics, minor in Economics
Advent Software July 2009 - Present
Iris Financial Solutions October 2000 - February 2009
Varian Inc. , NMR Division October 1994 - October 2000
Spectroscopy Imaging Systems October 1988 - April 1994
Skills
Enterprise Software, Databases, Leadership, Agile Methodologies, Operating Systems, Software Engineering
Education
University of California, San Diego 1972 — 1977
B.A., Physics, minor in Economics
Patrick Moreau's Advent Software Experience November 2006 - Present
Job Support Analyst at Advent Software
Industry Computer Software
Experience
Advent Software November 2006 - Present
The Bank of New York Mellon June 2003 - November 2006
The Bank of New York Mellon July 1996 - June 2003
Skills
Service Delivery, SQL, Troubleshooting, Requirements Analysis, Business Analysis, Trading Systems
Education
University of Massachusetts, Amherst 1996 — 2000
BS, Electrical Engineering, Management Information Systems
Advent Software November 2006 - Present
The Bank of New York Mellon June 2003 - November 2006
The Bank of New York Mellon July 1996 - June 2003
Skills
Service Delivery, SQL, Troubleshooting, Requirements Analysis, Business Analysis, Trading Systems
Education
University of Massachusetts, Amherst 1996 — 2000
BS, Electrical Engineering, Management Information Systems
Simone Steger's Advent Software Experience June 2007 - 2008
Job Education Intern at Joshua Tree National Park
Industry Education Management
Experience
Joshua Tree National Park November 2013 - Present
Pie for the People February 2013 - Present
Joshua Tree National Park Association March 2013 - June 2013
Whole Earth Provision Company January 2012 - March 2012
The Gendarme March 2011 - October 2011
The Boojum Institute for Experiential Education August 2010 - November 2010
County of Marin July 2009 - September 2009
Advent Software June 2007 - 2008
Skills
Marketing, Community Development, Sales, Community Outreach, Event Planning, Social Media, Microsoft Office, PowerPoint, Research, Microsoft Excel, Facebook, Social Networking, Customer Service, Microsoft Word, Environmental Awareness
Education
University of California, Santa Barbara 2006 — 2010
BA, Environmental Studies
Joshua Tree National Park November 2013 - Present
Pie for the People February 2013 - Present
Joshua Tree National Park Association March 2013 - June 2013
Whole Earth Provision Company January 2012 - March 2012
The Gendarme March 2011 - October 2011
The Boojum Institute for Experiential Education August 2010 - November 2010
County of Marin July 2009 - September 2009
Advent Software June 2007 - 2008
Skills
Marketing, Community Development, Sales, Community Outreach, Event Planning, Social Media, Microsoft Office, PowerPoint, Research, Microsoft Excel, Facebook, Social Networking, Customer Service, Microsoft Word, Environmental Awareness
Education
University of California, Santa Barbara 2006 — 2010
BA, Environmental Studies
Rachel Guthrie's Advent Software Experience March 2012 - July 2013
Job Services Planner at Advent Software
Industry Computer Software
Experience
Advent Software March 2012 - July 2013
Jewell & Associates, PC March 2011 - March 2012
Wake County Public Schools August 2007 - January 2011
Forsyth County Public Schools January 2007 - May 2007
French Ministry of Education October 2005 - April 2006
Skills
French, Public Speaking, Microsoft Office, Teaching, Microsoft Word, Research, Microsoft Excel, Social Media
Education
Wake Forest University 2006 — 2007
MA Ed., French Education
University of North Carolina at Chapel Hill 2000 — 2004
BA, Political Science, Economics, French
Advent Software March 2012 - July 2013
Jewell & Associates, PC March 2011 - March 2012
Wake County Public Schools August 2007 - January 2011
Forsyth County Public Schools January 2007 - May 2007
French Ministry of Education October 2005 - April 2006
Skills
French, Public Speaking, Microsoft Office, Teaching, Microsoft Word, Research, Microsoft Excel, Social Media
Education
Wake Forest University 2006 — 2007
MA Ed., French Education
University of North Carolina at Chapel Hill 2000 — 2004
BA, Political Science, Economics, French
Crystal Ellis's Advent Software Experience August 2015 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Advent Software August 2015 - Present
SunGard Financial Systems January 2014 - August 2015
Deutsche Bank December 2010 - March 2013
Deustche Bank June 2010 - December 2010
Skills
Project Management, Derivatives, Training, Finance, Microsoft Excel, Data Analysis, Collateral Management, Investment Banking, Financial Services, New Business Development, Process Improvement, Microsoft Office, Customer Service, Team Building, Operations Management, Strategic Planning, PowerPoint, Risk Management, Account Management, Business Analysis
Education
University of North Florida - College of Business Administration 2007 — 2009
Bachelors of Business Adminstration, Marketing, Finance
Florida State College at Jacksonville 2006 — 2007
Associates of Applied Science, Business Adminstration
Florida State College at Jacksonville 2005 — 2006
Associates of Arts, Marketing
Advent Software August 2015 - Present
SunGard Financial Systems January 2014 - August 2015
Deutsche Bank December 2010 - March 2013
Deustche Bank June 2010 - December 2010
Skills
Project Management, Derivatives, Training, Finance, Microsoft Excel, Data Analysis, Collateral Management, Investment Banking, Financial Services, New Business Development, Process Improvement, Microsoft Office, Customer Service, Team Building, Operations Management, Strategic Planning, PowerPoint, Risk Management, Account Management, Business Analysis
Education
University of North Florida - College of Business Administration 2007 — 2009
Bachelors of Business Adminstration, Marketing, Finance
Florida State College at Jacksonville 2006 — 2007
Associates of Applied Science, Business Adminstration
Florida State College at Jacksonville 2005 — 2006
Associates of Arts, Marketing
Roy Alexander's Advent Software Experience August 2011 - August 2014
Job Director at KPMG
Industry Investment Banking
Experience
KPMG August 2014 - Present
Advent Software August 2011 - August 2014
Credit Suisse 2002 - January 2011
Morgan Stanley 1997 - 2002
Lehman Brothers 1995 - 1997
Pershing 1992 - 1995
Skills
Fixed Income, Hedge Funds, Prime Brokerage, Alternative Investments, Equities, Derivatives, Sales, Client Services, Process Consulting, Trading Systems, Finance, Financial Services, Middle Office, Trading, Options, Bloomberg, Fund Accounting, Relationship Management, Capital Markets, Investment Banking, Securities, Fund Of Funds, Margin, Security Operations
Education
University of Massachusetts, Amherst 1987 — 1991
BA, Finance, Economics
KPMG August 2014 - Present
Advent Software August 2011 - August 2014
Credit Suisse 2002 - January 2011
Morgan Stanley 1997 - 2002
Lehman Brothers 1995 - 1997
Pershing 1992 - 1995
Skills
Fixed Income, Hedge Funds, Prime Brokerage, Alternative Investments, Equities, Derivatives, Sales, Client Services, Process Consulting, Trading Systems, Finance, Financial Services, Middle Office, Trading, Options, Bloomberg, Fund Accounting, Relationship Management, Capital Markets, Investment Banking, Securities, Fund Of Funds, Margin, Security Operations
Education
University of Massachusetts, Amherst 1987 — 1991
BA, Finance, Economics
Anthony Nehme's Advent Software Experience June 2008 - November 2009
Job Senior QA at DTCC
Industry Financial Services
Experience
The Depository Trust & Clearing Corporation May 2013 - Present
Nomura August 2010 - October 2012
Advent Software June 2008 - November 2009
UBS Investment Bank March 2006 - May 2008
DST International February 2005 - March 2006
Morgan Stanley May 2001 - February 2005
Terra Lycos July 1999 - May 2001
Deutsche Bank April 1999 - July 1999
Fidelity Investments June 1994 - April 1999
Skills
Custom UI Automation..., QuickTest Pro, SilkTest, Test life cycle
Education
University of Central Florida - College of Business Administration
MBA, Finance
University of Florida
ISE, System Engineering
The Depository Trust & Clearing Corporation May 2013 - Present
Nomura August 2010 - October 2012
Advent Software June 2008 - November 2009
UBS Investment Bank March 2006 - May 2008
DST International February 2005 - March 2006
Morgan Stanley May 2001 - February 2005
Terra Lycos July 1999 - May 2001
Deutsche Bank April 1999 - July 1999
Fidelity Investments June 1994 - April 1999
Skills
Custom UI Automation..., QuickTest Pro, SilkTest, Test life cycle
Education
University of Central Florida - College of Business Administration
MBA, Finance
University of Florida
ISE, System Engineering
Bryan Yip's Advent Software Experience 2013 - 2015
Job
Industry Computer Software
Experience
Munchery 2015 - Present
Advent Software 2013 - 2015
Qatalyst Partners 2011 - 2013
UBS Investment Bank 2010 - 2011
Education
University of Michigan
BA, Economics
University of Michigan - Stephen M. Ross School of Business
BBA
Munchery 2015 - Present
Advent Software 2013 - 2015
Qatalyst Partners 2011 - 2013
UBS Investment Bank 2010 - 2011
Education
University of Michigan
BA, Economics
University of Michigan - Stephen M. Ross School of Business
BBA
Bruce Leibstone's Advent Software Experience 1992 - 1993
Job Founder & President Warren Systems Group
Industry Information Technology and Services
Experience
Warren Systems Group March 1995 - Present
Advent Software 1992 - 1993
Skills
Disaster Recovery, Integration, Outsourcing, Security, Networking, Data Center, Business Analysis, Virtualization, Vendor Management, SaaS, Enterprise Software, Troubleshooting, Project Management, Enterprise Architecture, Information Technology, Professional Services, Consulting
Education
University of Florida 1981 — 1986
BS Accounting, Accounting
Warren Systems Group March 1995 - Present
Advent Software 1992 - 1993
Skills
Disaster Recovery, Integration, Outsourcing, Security, Networking, Data Center, Business Analysis, Virtualization, Vendor Management, SaaS, Enterprise Software, Troubleshooting, Project Management, Enterprise Architecture, Information Technology, Professional Services, Consulting
Education
University of Florida 1981 — 1986
BS Accounting, Accounting
Brandon Parks's Advent Software Experience March 2014 - Present
Job at
Industry Investment Management
Experience
Advent Software March 2014 - Present
Black Diamond Performance Reporting, LLC May 2011 - March 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Research, Financial Modeling, Teamwork, Customer Service, Investments, Economics, Valuation, Public Speaking, Corporate Finance, Social Media, English
Education
University of North Florida - College of Business Administration 2007 — 2011
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law
Universty of North Florida 2007 — 2011
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law
Advent Software March 2014 - Present
Black Diamond Performance Reporting, LLC May 2011 - March 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Research, Financial Modeling, Teamwork, Customer Service, Investments, Economics, Valuation, Public Speaking, Corporate Finance, Social Media, English
Education
University of North Florida - College of Business Administration 2007 — 2011
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law
Universty of North Florida 2007 — 2011
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law
Srinivasan Ranganathan's Advent Software Experience January 2013 - Present
Job Sr Business Analyst , Oracle ERP at Advent Software
Industry Computer Software
Experience
Advent Software January 2013 - Present
Advent Software September 2007 - December 2012
Wind River June 2004 - August 2007
Wind River June 2004 - August 2007
HCL Technologies 2004 - 2007
Skills
Software Project..., Oracle, Oracle E-Business Suite, Requirements Analysis, Business Intelligence, Enterprise Software, PL/SQL, Business Analysis, Integration, Solution Architecture, Oracle Applications, SQL, Software Development, Agile Methodologies, Web Services
Education
University of Madras 1982 — 1987
Masters, Science
Advent Software January 2013 - Present
Advent Software September 2007 - December 2012
Wind River June 2004 - August 2007
Wind River June 2004 - August 2007
HCL Technologies 2004 - 2007
Skills
Software Project..., Oracle, Oracle E-Business Suite, Requirements Analysis, Business Intelligence, Enterprise Software, PL/SQL, Business Analysis, Integration, Solution Architecture, Oracle Applications, SQL, Software Development, Agile Methodologies, Web Services
Education
University of Madras 1982 — 1987
Masters, Science
Max Wilber's Advent Software Experience July 2011 - Present
Job TSG Business Analyst at Advent Software
Industry Information Technology and Services
Experience
Advent Software July 2011 - Present
Wells Fargo November 2008 - July 2011
Lipper, A Thomson Reuters Company October 2007 - September 2008
Education
University of Colorado at Boulder 2004 — 2008
B.S. Applied Mathematics, Math, Engineering, Economics, Finance
Advent Software July 2011 - Present
Wells Fargo November 2008 - July 2011
Lipper, A Thomson Reuters Company October 2007 - September 2008
Education
University of Colorado at Boulder 2004 — 2008
B.S. Applied Mathematics, Math, Engineering, Economics, Finance
Chris Cothran's Advent Software Experience January 2011 - July 2012
Job Facilities Coordinator at Advent Software
Industry Computer Software
Experience
Advent Software January 2011 - July 2012
CSN Stores August 2007 - January 2011
Education
UMass Boston 2012 — 2014
Master's degree, Latin and Classical Humanities
University of Massachusetts, Amherst 2004 — 2007
Bachelor's, Political Science, Classics
Advent Software January 2011 - July 2012
CSN Stores August 2007 - January 2011
Education
UMass Boston 2012 — 2014
Master's degree, Latin and Classical Humanities
University of Massachusetts, Amherst 2004 — 2007
Bachelor's, Political Science, Classics
Brien Walker, CFA, CIPM's Advent Software Experience February 2010 - Present
Job Team Lead at Advent Software
Industry Financial Services
Experience
Advent Software February 2010 - Present
Fidelity Investments September 2006 - February 2010
Merrill Lynch September 2004 - September 2006
Skills
Chartered Financial..., Finance, Portfolio Management, Asset Management, Risk Management, Strategic Financial..., Asset Allocation, Financial Analysis, Wealth Management, Bloomberg, Investment Management
Education
University of Florida 1999 — 2003
BS, Finance
Advent Software February 2010 - Present
Fidelity Investments September 2006 - February 2010
Merrill Lynch September 2004 - September 2006
Skills
Chartered Financial..., Finance, Portfolio Management, Asset Management, Risk Management, Strategic Financial..., Asset Allocation, Financial Analysis, Wealth Management, Bloomberg, Investment Management
Education
University of Florida 1999 — 2003
BS, Finance
Renauta Harrison's Advent Software Experience 2006 - 2013
Job Real Estate Agent at ZipRealty
Industry Real Estate
Experience
ZipRealty 2013 - Present
Advent Software 2006 - 2013
BNY Mellon 2001 - 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, HTML, Strategic Planning, Budgets
Education
University of Massachusetts, Amherst 1990 — 1994
Bachelor of Business Administration (BBA), Business Administration and Management, General
ZipRealty 2013 - Present
Advent Software 2006 - 2013
BNY Mellon 2001 - 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, HTML, Strategic Planning, Budgets
Education
University of Massachusetts, Amherst 1990 — 1994
Bachelor of Business Administration (BBA), Business Administration and Management, General
Hewlett-Packard
SAP
Symantec
Intuit
HP
salesforce.com
Bloomberg LP
Autodesk