Advent Software
Industry: Software company
DescriptionAdvent Software is a software company that makes software designed to automate portfolio accounting for investment management firms. These range from family offices and investment advisers to large institutional investors and hedge funds. Headquarters: San Francisco, California, United States Founded: 1983 Number of employees: 1,209 CEO: Robert Roley (30 Jun 2016–), Dave Welling (30 Jun 2016–) Subsidiaries: MicroEdge, Inc, Founders: Stephanie DiMarco, Steve Strand Parent organization: SS&C Technologies
Advent Software List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Advent Software. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Advent Software Salaries. You can even request information on how much does Advent Software pay if you want to. Learn about salaries, pros and cons of working for Advent Software directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
1,110 Advent Software employees in database. Find out everything there's to know about Advent Software employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Advent Software Employees
Employee
Years
Job
Industry
Brooke Heckaman Brooke Heckaman's Advent Software Experience April 2005 - April 2007
Job Design & Product Experience Team Support
Industry Computer Software
Experience
Salesforce March 2015 - Present
NORCAL Mutual Insurance Company February 2014 - December 2014
athenahealth February 2014 - December 2014
Adobe April 2013 - November 2013
Adobe February 2013 - April 2013
Adobe September 2011 - February 2013
Renewable Funding, LLC January 2010 - June 2011
Hasz Construction Inc March 2007 - December 2009
Advent Software April 2005 - April 2007
Tiburon International Film Festival August 2004 - March 2006
Skills
Marketing, Management, Project Management, Cross-functional Team..., Event Planning, Event Management, Program Management, Start-ups, Entrepreneurship, Strategic Planning, Salesforce.com, Customer Service, Lead Generation, Project Planning, Team Building, Cross Functional Team..., Quality Assurance, Program Coordination, Public Relations, Business Planning, Budgets, CRM, Time Management, Communication, Administrative..., Human Resources, Photography, Strategy, Process Improvement, Technology, Open Space Planning, Fundraising, Inspiring Leadership, Inspiration, Budget Monitoring, Forecasting, Fun, Leadership
Education
University of San Francisco 2000 — 2004
Redwood High 1994 — 1997
Salesforce March 2015 - Present
NORCAL Mutual Insurance Company February 2014 - December 2014
athenahealth February 2014 - December 2014
Adobe April 2013 - November 2013
Adobe February 2013 - April 2013
Adobe September 2011 - February 2013
Renewable Funding, LLC January 2010 - June 2011
Hasz Construction Inc March 2007 - December 2009
Advent Software April 2005 - April 2007
Tiburon International Film Festival August 2004 - March 2006
Skills
Marketing, Management, Project Management, Cross-functional Team..., Event Planning, Event Management, Program Management, Start-ups, Entrepreneurship, Strategic Planning, Salesforce.com, Customer Service, Lead Generation, Project Planning, Team Building, Cross Functional Team..., Quality Assurance, Program Coordination, Public Relations, Business Planning, Budgets, CRM, Time Management, Communication, Administrative..., Human Resources, Photography, Strategy, Process Improvement, Technology, Open Space Planning, Fundraising, Inspiring Leadership, Inspiration, Budget Monitoring, Forecasting, Fun, Leadership
Education
University of San Francisco 2000 — 2004
Redwood High 1994 — 1997
Mary Mathisson Mary Mathisson's Advent Software Experience July 2011 - Present
Job Sr Commissions Analyst at Advent Software
Industry Financial Services
Experience
Advent Software July 2011 - Present
Advent Software June 2005 - September 2011
Seabury & Smith 2003 - 2005
Skills
Sarbanes-Oxley Act, Accounting, General Ledger, Fixed Assets, Variance Analysis, Finance, Financial Analysis, Financial Reporting, Account Reconciliation, Process Improvement, Enterprise Software, Salesforce.com, SaaS, Business Analysis, CRM, Project Management, Vendor Management, Product Management, Strategy
Education
University of Oregon
M.A., French literature
Whitman College
B.A., French literature
Advent Software July 2011 - Present
Advent Software June 2005 - September 2011
Seabury & Smith 2003 - 2005
Skills
Sarbanes-Oxley Act, Accounting, General Ledger, Fixed Assets, Variance Analysis, Finance, Financial Analysis, Financial Reporting, Account Reconciliation, Process Improvement, Enterprise Software, Salesforce.com, SaaS, Business Analysis, CRM, Project Management, Vendor Management, Product Management, Strategy
Education
University of Oregon
M.A., French literature
Whitman College
B.A., French literature
Emmet Sun's Advent Software Experience 2012 - Present
Job Vice President, Global Solutions Development at Advent Software
Industry Computer Software
Experience
Advent Software 2012 - Present
Advent Software 2010 - 2012
Advent Software 2009 - 2010
Advent Software 2003 - 2009
TenFold Corporation 1995 - 2002
McKinsey & Company 1991 - 1994
Skills
Product Development, Strategy, Enterprise Software, Product Management, Management, SaaS, Agile Methodologies, Cloud Computing, Consulting, Software Development, Software Project..., Strategic Partnerships, CRM, Business Analysis, Business Intelligence
Education
University of Pennsylvania 1987 — 1991
B.S/B.A.S., Dual degree in Finance and Engineering
Advent Software 2012 - Present
Advent Software 2010 - 2012
Advent Software 2009 - 2010
Advent Software 2003 - 2009
TenFold Corporation 1995 - 2002
McKinsey & Company 1991 - 1994
Skills
Product Development, Strategy, Enterprise Software, Product Management, Management, SaaS, Agile Methodologies, Cloud Computing, Consulting, Software Development, Software Project..., Strategic Partnerships, CRM, Business Analysis, Business Intelligence
Education
University of Pennsylvania 1987 — 1991
B.S/B.A.S., Dual degree in Finance and Engineering
Dennis Custodio Dennis Custodio's Advent Software Experience February 2010 - June 2014
Job Integration Support Analyst at Intacct Corporation
Industry Computer Software
Experience
Intacct Corporation July 2014 - Present
Advent Software February 2010 - June 2014
Skills
Salesforce.com, Business Analysis, SaaS, Testing, Training, Technical Support, Databases, Troubleshooting, CRM, Enterprise Software, Microsoft Excel
Education
University of San Francisco 2000 — 2004
Bachelor of Science in Business Administration, Marketing
Intacct Corporation July 2014 - Present
Advent Software February 2010 - June 2014
Skills
Salesforce.com, Business Analysis, SaaS, Testing, Training, Technical Support, Databases, Troubleshooting, CRM, Enterprise Software, Microsoft Excel
Education
University of San Francisco 2000 — 2004
Bachelor of Science in Business Administration, Marketing
Brad Lyman's Advent Software Experience July 1995 - January 1998
Job Investment Management Consulting Financial Systems Evaluation, Implementation & Strategy
Industry Investment Management
Experience
Cutter Associates 2012 - Present
Matthews International Capital Management July 2006 - January 2012
Charles Schwab July 2003 - November 2005
Barclays Global Investors 1998 - 2001
Advent Software July 1995 - January 1998
Price Waterhouse 1984 - 1986
Skills
Asset Managment, Portfolio Management, Equities, Hedge Funds, Fixed Income, Financial Services, Risk Management, Investments, Vendor Management, Mutual Funds, Financial Modeling, Capital Markets, Investment Management, Business Analysis, Financial Analysis, Project Management, Alternative Investments, Relationship Management, Derivatives, Bloomberg
Education
University of Pennsylvania - The Wharton School 1981 — 1984
BSE, Accounting, magna cum laude
Hall High School 1978 — 1981
Cutter Associates 2012 - Present
Matthews International Capital Management July 2006 - January 2012
Charles Schwab July 2003 - November 2005
Barclays Global Investors 1998 - 2001
Advent Software July 1995 - January 1998
Price Waterhouse 1984 - 1986
Skills
Asset Managment, Portfolio Management, Equities, Hedge Funds, Fixed Income, Financial Services, Risk Management, Investments, Vendor Management, Mutual Funds, Financial Modeling, Capital Markets, Investment Management, Business Analysis, Financial Analysis, Project Management, Alternative Investments, Relationship Management, Derivatives, Bloomberg
Education
University of Pennsylvania - The Wharton School 1981 — 1984
BSE, Accounting, magna cum laude
Hall High School 1978 — 1981
Scott Winn Scott Winn's Advent Software Experience April 2000 - July 2004
Job Director of Sales, Bay Area at Sumo Logic, Inc
Industry Computer Software
Experience
Sumo Logic February 2015 - Present
Sumo Logic June 2012 - Present
Akamai Technologies February 2011 - May 2012
BMC Software August 2009 - February 2011
RightNow Technologies, Inc. January 2005 - July 2009
Advent Software April 2000 - July 2004
Skills
Enterprise Software, Cloud Computing, Account Management, Selling, Networking, Contract Negotiation, Data Center, SaaS, Big Data, Strategic Prospecting, CRM, Strategy, Management, Product Management, Start-ups, Salesforce.com, Solution Selling, Direct Sales, Sales, Sales Operations, Leadership, New Business Development, Security, Professional Services, Business Development, Strategic Partnerships, Go-to-market Strategy, Lead Generation, Sales Process, Channel Partners, Demand Generation, Sales Enablement, Business Alliances, Software Industry, Complex Sales, Managed Services, Sales Management
Education
University of Oregon 1995 — 1999
BS, Business, Political Science
Beaverton High School 1992 — 1995
Sumo Logic February 2015 - Present
Sumo Logic June 2012 - Present
Akamai Technologies February 2011 - May 2012
BMC Software August 2009 - February 2011
RightNow Technologies, Inc. January 2005 - July 2009
Advent Software April 2000 - July 2004
Skills
Enterprise Software, Cloud Computing, Account Management, Selling, Networking, Contract Negotiation, Data Center, SaaS, Big Data, Strategic Prospecting, CRM, Strategy, Management, Product Management, Start-ups, Salesforce.com, Solution Selling, Direct Sales, Sales, Sales Operations, Leadership, New Business Development, Security, Professional Services, Business Development, Strategic Partnerships, Go-to-market Strategy, Lead Generation, Sales Process, Channel Partners, Demand Generation, Sales Enablement, Business Alliances, Software Industry, Complex Sales, Managed Services, Sales Management
Education
University of Oregon 1995 — 1999
BS, Business, Political Science
Beaverton High School 1992 — 1995
Michael Kamp's Advent Software Experience October 2000 - April 2005
Job Director of Research
Industry Marketing and Advertising
Experience
Blueprint Marketing & Advertising February 2011 - Present
Dallas-based investment firm February 2008 - February 2011
Independent Financial Consultant April 2005 - February 2008
Advent Software October 2000 - April 2005
The Charles Schwab Corporation April 2000 - October 2000
The Charles Schwab Corporation October 1999 - April 2000
The Charles Schwab Corporation September 1997 - October 1999
Skills
Small Business, Financial Services, Retirement, Investments, Management, Leadership, Sales, Advertising, Marketing, Training, Mutual Funds, Marketing Strategy, Social Media, Social Media Marketing, Business Development, Email Marketing, Retirement Planning, Integration, Financial Analysis, Lead Generation, Social Networking, Financial Advisory, Strategy, Project Management, Business Analysis, CRM, Consulting
Education
University of Southern California 1992 — 1996
BA, International Relations
Jesuit College Prep 1988 — 1992
Blueprint Marketing & Advertising February 2011 - Present
Dallas-based investment firm February 2008 - February 2011
Independent Financial Consultant April 2005 - February 2008
Advent Software October 2000 - April 2005
The Charles Schwab Corporation April 2000 - October 2000
The Charles Schwab Corporation October 1999 - April 2000
The Charles Schwab Corporation September 1997 - October 1999
Skills
Small Business, Financial Services, Retirement, Investments, Management, Leadership, Sales, Advertising, Marketing, Training, Mutual Funds, Marketing Strategy, Social Media, Social Media Marketing, Business Development, Email Marketing, Retirement Planning, Integration, Financial Analysis, Lead Generation, Social Networking, Financial Advisory, Strategy, Project Management, Business Analysis, CRM, Consulting
Education
University of Southern California 1992 — 1996
BA, International Relations
Jesuit College Prep 1988 — 1992
Rodney Paul Rodney Paul's Advent Software Experience January 2012 - Present
Job Sr. Client Support Analyst at Advent Software
Industry Financial Services
Experience
Advent Software January 2012 - Present
Advent Software March 2008 - December 2011
Charles Schwab June 1999 - February 2008
Mellon US Leasing March 1999 - June 1999
Axean Group January 1997 - March 1999
Nestle 1994 - 1997
Watson Wyatt 1988 - 1992
Skills
Public Speaking, Project Management, Perl, Process Improvement, Requirements Analysis, Software Development, Business Analysis, Management, Databases, Leadership, Business Process, Requirements Gathering, Oracle, Analysis, Access, Fundraising, Integration, Consulting, Product Management
Education
University of Pennsylvania 1983 — 1986
BA, English Lit.
Lancashire Elementary 1969 — 1974
Advent Software January 2012 - Present
Advent Software March 2008 - December 2011
Charles Schwab June 1999 - February 2008
Mellon US Leasing March 1999 - June 1999
Axean Group January 1997 - March 1999
Nestle 1994 - 1997
Watson Wyatt 1988 - 1992
Skills
Public Speaking, Project Management, Perl, Process Improvement, Requirements Analysis, Software Development, Business Analysis, Management, Databases, Leadership, Business Process, Requirements Gathering, Oracle, Analysis, Access, Fundraising, Integration, Consulting, Product Management
Education
University of Pennsylvania 1983 — 1986
BA, English Lit.
Lancashire Elementary 1969 — 1974
Craig Collins's Advent Software Experience December 2007 - August 2008
Job President at CBC Financial Investments
Industry Telecommunications
Experience
CBC Financial Investments January 2008 - Present
Topspin Media May 2009 - November 2012
Advent Software December 2007 - August 2008
IronPort 2005 - September 2007
Brio Software January 2002 - December 2004
prairie sun recording 2003 - 2004
CoSine Communications April 2000 - January 2002
Optical Coating Laboratory Inc. (OCLI) 1997 - 2000
Nestle Beverage Division 1978 - 1996
Skills
Project Planning, Global Operations, Start-ups, SaaS, Enterprise Software, Entrepreneurship, Cloud Computing, Mergers, Go-to-market Strategy, Salesforce.com, Security, New Business Development, Channel Partners, Mergers & Acquisitions, Business Development, Corporate Finance, Revenue Recognition, Finance, Networking, Venture Capital, Strategic Planning, Strategy, Marketing, Contract Negotiation, Integration, Strategic Partnerships, Investor Relations, Management, Business Alliances, Strategic Financial..., Analytics
Education
University of Oregon 1976 — 1977
Master of Science (MS), Public Admin/Bus.Admin/Quatitative Methods
University of Oregon - Charles H. Lundquist College of Business 1972 — 1976
Bachelor of Business Administration (BBA), Marketing and Quantitiative Methods
CBC Financial Investments January 2008 - Present
Topspin Media May 2009 - November 2012
Advent Software December 2007 - August 2008
IronPort 2005 - September 2007
Brio Software January 2002 - December 2004
prairie sun recording 2003 - 2004
CoSine Communications April 2000 - January 2002
Optical Coating Laboratory Inc. (OCLI) 1997 - 2000
Nestle Beverage Division 1978 - 1996
Skills
Project Planning, Global Operations, Start-ups, SaaS, Enterprise Software, Entrepreneurship, Cloud Computing, Mergers, Go-to-market Strategy, Salesforce.com, Security, New Business Development, Channel Partners, Mergers & Acquisitions, Business Development, Corporate Finance, Revenue Recognition, Finance, Networking, Venture Capital, Strategic Planning, Strategy, Marketing, Contract Negotiation, Integration, Strategic Partnerships, Investor Relations, Management, Business Alliances, Strategic Financial..., Analytics
Education
University of Oregon 1976 — 1977
Master of Science (MS), Public Admin/Bus.Admin/Quatitative Methods
University of Oregon - Charles H. Lundquist College of Business 1972 — 1976
Bachelor of Business Administration (BBA), Marketing and Quantitiative Methods
Spencer Stucky Spencer Stucky's Advent Software Experience June 2008 - September 2008
Job Designer and Fine Artist
Industry Design
Experience
Ditch Projects November 2010 - September 2011
Will Leathergoods June 2011 - August 2011
Rory Earnshaw Photography June 2008 - September 2010
University of Oregon September 2008 - July 2009
Maude Kearns Art Center February 2009 - May 2009
Advent Software June 2008 - September 2008
Skills
Adobe Creative Suite, Microsoft Office, Digital Photography, Large Format Printing, Large Format Photography, Letterpress, Graphic Design, Writing, Web Design, Final Cut Pro, Video Editing, Photoshop, InDesign, Illustrator, Adobe Lightroom, lightroom, Apple Aperture
Education
University of Oregon 2006 — 2011
BFA - Photography, Photography, Design, Publishing
Ditch Projects November 2010 - September 2011
Will Leathergoods June 2011 - August 2011
Rory Earnshaw Photography June 2008 - September 2010
University of Oregon September 2008 - July 2009
Maude Kearns Art Center February 2009 - May 2009
Advent Software June 2008 - September 2008
Skills
Adobe Creative Suite, Microsoft Office, Digital Photography, Large Format Printing, Large Format Photography, Letterpress, Graphic Design, Writing, Web Design, Final Cut Pro, Video Editing, Photoshop, InDesign, Illustrator, Adobe Lightroom, lightroom, Apple Aperture
Education
University of Oregon 2006 — 2011
BFA - Photography, Photography, Design, Publishing
Bryan Mann's Advent Software Experience January 2010 - Present
Job Vaccine Sales at Sanofi Pasteur
Industry Biotechnology
Experience
Sanofi Pasteur January 2013 - Present
Advent Software January 2010 - Present
Advent Software October 2008 - January 2010
Burlingame Industries July 2005 - October 2008
United States Marine Corps July 1998 - August 2002
Skills
Team Leadership, Customer Satisfaction, Salesforce.com, Oracle Applications, Account Management, Sales, Business Development, Sales Operations, SaaS, Solution Selling, Enterprise Software, New Business Development, Contract Negotiation, Sales Process
Education
University of Oregon 2002 — 2004
BA, Latin American History & Spanish
Sanofi Pasteur January 2013 - Present
Advent Software January 2010 - Present
Advent Software October 2008 - January 2010
Burlingame Industries July 2005 - October 2008
United States Marine Corps July 1998 - August 2002
Skills
Team Leadership, Customer Satisfaction, Salesforce.com, Oracle Applications, Account Management, Sales, Business Development, Sales Operations, SaaS, Solution Selling, Enterprise Software, New Business Development, Contract Negotiation, Sales Process
Education
University of Oregon 2002 — 2004
BA, Latin American History & Spanish
Punit Shiknis Punit Shiknis's Advent Software Experience July 2005 - May 2006
Job Senior Consultant at Cognizant Technology Solutions
Industry Information Technology and Services
Experience
Cognizant Technology Solutions October 2007 - Present
Rentokil Initial February 2015 - April 2015
EUROCONTROL May 2014 - June 2014
Aimco 2012 - 2014
The Good Guys October 2013 - December 2013
Ask.com 2010 - 2012
Indymac Bank 2008 - 2009
Wipro Technologies May 2006 - November 2007
Advent Software July 2005 - May 2006
Skills
Consulting, Business Strategy, ITIL, IT Service Management, Integration, Microsoft SQL Server, XML, Business Process, C++, BMC Remedy, RFP Generation, RFP Design, Operational Due..., Technology Integration
Education
ICFAI 2011 — 2013
M.B.A, Systems
University of Pune 2001 — 2005
BE Computer, Compuer Engineering
Cognizant Technology Solutions October 2007 - Present
Rentokil Initial February 2015 - April 2015
EUROCONTROL May 2014 - June 2014
Aimco 2012 - 2014
The Good Guys October 2013 - December 2013
Ask.com 2010 - 2012
Indymac Bank 2008 - 2009
Wipro Technologies May 2006 - November 2007
Advent Software July 2005 - May 2006
Skills
Consulting, Business Strategy, ITIL, IT Service Management, Integration, Microsoft SQL Server, XML, Business Process, C++, BMC Remedy, RFP Generation, RFP Design, Operational Due..., Technology Integration
Education
ICFAI 2011 — 2013
M.B.A, Systems
University of Pune 2001 — 2005
BE Computer, Compuer Engineering
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
Gail Juergens's Advent Software Experience October 2014 - Present
Job
Industry Information Technology and Services
Experience
Advent Software October 2014 - Present
Advent Software November 2013 - Present
Skills
Vendor Management, Procurement, Supply Management, Purchasing, Contract Negotiation, Sourcing, SAP, Contract Management, Negotiation, Competitive Analysis, Sales Operations, Management, Change Management, Training, Account Management, Leadership, Human Resources, Project Planning, Sales
Education
University of Phoenix 2009 — 2011
BS, Health/Health Care Administration/Management, 3.98/4.0
Advent Software October 2014 - Present
Advent Software November 2013 - Present
Skills
Vendor Management, Procurement, Supply Management, Purchasing, Contract Negotiation, Sourcing, SAP, Contract Management, Negotiation, Competitive Analysis, Sales Operations, Management, Change Management, Training, Account Management, Leadership, Human Resources, Project Planning, Sales
Education
University of Phoenix 2009 — 2011
BS, Health/Health Care Administration/Management, 3.98/4.0
Kyle Stadt Kyle Stadt's Advent Software Experience 2000 - 2006
Job Vice President, Operations at Ironwood Capital Management
Industry Financial Services
Experience
Ironwood Capital Management May 2013 - Present
Cavalry Management Group, LLC March 2006 - April 2013
Advent Software 2000 - 2006
Advent Software 1998 - 2000
Advent Software 1996 - 1998
Franklin Templeton 1992 - 1996
Skills
Hedge Funds, Fund Accounting, Alternative Investments, Prime Brokerage, Product Management, Portfolio Management, Finance, Financial Reporting, Back Office, Asset Management, Partnership Accounting, Advent, Competitive Analysis, Fixed Income, Mutual Funds, Investments, Fund Administration, Equities, Trading, Operations, Performance Measurement
Education
CAIA - Chartered Alternative Investment Analyst 2002 — 2004
CAIA (Inactive), Alternative Investments
CFP - Certified Financial Planner® 1997 — 2000
CFP® (Inactive), Financial Planning
MBA - University of San Francisco 1993 — 1995
MBA, Finance
BS Finance - CSU, Chico 1986 — 1991
BS, Finance
Series 7 and 63 (Inactive)
Ironwood Capital Management May 2013 - Present
Cavalry Management Group, LLC March 2006 - April 2013
Advent Software 2000 - 2006
Advent Software 1998 - 2000
Advent Software 1996 - 1998
Franklin Templeton 1992 - 1996
Skills
Hedge Funds, Fund Accounting, Alternative Investments, Prime Brokerage, Product Management, Portfolio Management, Finance, Financial Reporting, Back Office, Asset Management, Partnership Accounting, Advent, Competitive Analysis, Fixed Income, Mutual Funds, Investments, Fund Administration, Equities, Trading, Operations, Performance Measurement
Education
CAIA - Chartered Alternative Investment Analyst 2002 — 2004
CAIA (Inactive), Alternative Investments
CFP - Certified Financial Planner® 1997 — 2000
CFP® (Inactive), Financial Planning
MBA - University of San Francisco 1993 — 1995
MBA, Finance
BS Finance - CSU, Chico 1986 — 1991
BS, Finance
Series 7 and 63 (Inactive)
Patrick Hennon Patrick Hennon's Advent Software Experience January 2001 - September 2004
Job Employee Benefits Consultant at International ProInsurance Services
Industry Insurance
Experience
International ProInsurance Services September 2007 - Present
WMC Mortgage September 2004 - May 2007
Advent Software January 2001 - September 2004
Skills
Estate Planning, Life Settlements, Insurance, Employee Benefits, New Business Development, Account Management, Sales, Investments
Education
University of Oregon 1996 — 2000
bachelors, Economics
Loyola High School 1992 — 1996
College Prepatory Studies
International ProInsurance Services September 2007 - Present
WMC Mortgage September 2004 - May 2007
Advent Software January 2001 - September 2004
Skills
Estate Planning, Life Settlements, Insurance, Employee Benefits, New Business Development, Account Management, Sales, Investments
Education
University of Oregon 1996 — 2000
bachelors, Economics
Loyola High School 1992 — 1996
College Prepatory Studies
Kellie Vahlsing's Advent Software Experience April 2002 - August 2003
Job Director, Demand Generation at OSIsoft
Industry Computer Software
Experience
OSIsoft March 2013 - Present
Hewlett-Packard May 2012 - March 2013
Hewlett-Packard November 2011 - May 2012
Fortify Software (Acquired by Hewlett-Packard) June 2008 - November 2011
SAP January 2008 - June 2008
Business Objects (Acquired by SAP) August 2007 - January 2008
Business Objects August 2003 - August 2007
Advent Software April 2002 - August 2003
Commerce One October 2000 - October 2001
BrightStar Consulting December 1999 - October 2000
Skills
Demand Generation, Integrated Marketing, Field Marketing, Enterprise Software, Salesforce.com, Business Intelligence, B2B Marketing, Segmentation, SaaS, Analytics, Marketing Strategy, Industry Marketing, Campaign Strategies, Eloqua, Global Marketing, Security, Strategic Partnerships, Marketing Automation, Sales Enablement, Lead Generation, Business Alliances, Leadership, Thought Leadership, Strategy, Go-to-market Strategy, Multi-channel Marketing, Marketing, Competitive Analysis, Management, Program Management, Direct Marketing, E-commerce, Marketing Communications, Messaging, Industrial Sector, CRM
Education
University of Rochester 1993 — 1995
MS, Public Policy
University of Rochester 1990 — 1994
BA, Political Science; History; International Politics
OSIsoft March 2013 - Present
Hewlett-Packard May 2012 - March 2013
Hewlett-Packard November 2011 - May 2012
Fortify Software (Acquired by Hewlett-Packard) June 2008 - November 2011
SAP January 2008 - June 2008
Business Objects (Acquired by SAP) August 2007 - January 2008
Business Objects August 2003 - August 2007
Advent Software April 2002 - August 2003
Commerce One October 2000 - October 2001
BrightStar Consulting December 1999 - October 2000
Skills
Demand Generation, Integrated Marketing, Field Marketing, Enterprise Software, Salesforce.com, Business Intelligence, B2B Marketing, Segmentation, SaaS, Analytics, Marketing Strategy, Industry Marketing, Campaign Strategies, Eloqua, Global Marketing, Security, Strategic Partnerships, Marketing Automation, Sales Enablement, Lead Generation, Business Alliances, Leadership, Thought Leadership, Strategy, Go-to-market Strategy, Multi-channel Marketing, Marketing, Competitive Analysis, Management, Program Management, Direct Marketing, E-commerce, Marketing Communications, Messaging, Industrial Sector, CRM
Education
University of Rochester 1993 — 1995
MS, Public Policy
University of Rochester 1990 — 1994
BA, Political Science; History; International Politics
Blaine Busse Blaine Busse's Advent Software Experience January 2014 - August 2015
Job Sr. Cloud Solutions Engineer at Groupware Technology
Industry Information Technology and Services
Experience
Groupware Technology August 2015 - Present
Advent Software January 2014 - August 2015
Advent Software May 2011 - January 2014
Advent Software July 2010 - May 2011
Babcock & Brown September 2009 - July 2010
The Walt Disney Family Museum February 2009 - August 2009
Babcock & Brown June 2008 - November 2008
Pegasus Aviation Finance Company May 2000 - February 2008
ViaNovus May 1999 - May 2000
United States Marine Corps November 1988 - May 1999
Skills
Amazon Web Services..., Cloud Computing IaaS, Cloud Security, Cloud Computing, Agile Methodologies, Powershell, DevOps, Chef, Private Cloud, CISSP, Hybrid Cloud, Virtualization, Data Center, System Architecture, SaaS, Enterprise Architecture, Netscaler, Citrix, Citrix Metaframe, VMware ESX, VMware Infrastructure, Infrastructure Planning, vSphere, Security, Business Continuity, Windows Server, SAN, VMware, Storage Area Networks, High Availability, Active Directory, Sarbanes-Oxley, Microsoft Certified..., Microsoft Exchange, Infrastructure Security, Infrastructure, Network Security, Disaster Recovery, VMware vSphere
Education
University of Phoenix 1996 — 1998
Groupware Technology August 2015 - Present
Advent Software January 2014 - August 2015
Advent Software May 2011 - January 2014
Advent Software July 2010 - May 2011
Babcock & Brown September 2009 - July 2010
The Walt Disney Family Museum February 2009 - August 2009
Babcock & Brown June 2008 - November 2008
Pegasus Aviation Finance Company May 2000 - February 2008
ViaNovus May 1999 - May 2000
United States Marine Corps November 1988 - May 1999
Skills
Amazon Web Services..., Cloud Computing IaaS, Cloud Security, Cloud Computing, Agile Methodologies, Powershell, DevOps, Chef, Private Cloud, CISSP, Hybrid Cloud, Virtualization, Data Center, System Architecture, SaaS, Enterprise Architecture, Netscaler, Citrix, Citrix Metaframe, VMware ESX, VMware Infrastructure, Infrastructure Planning, vSphere, Security, Business Continuity, Windows Server, SAN, VMware, Storage Area Networks, High Availability, Active Directory, Sarbanes-Oxley, Microsoft Certified..., Microsoft Exchange, Infrastructure Security, Infrastructure, Network Security, Disaster Recovery, VMware vSphere
Education
University of Phoenix 1996 — 1998
Justin Loesch Justin Loesch's Advent Software Experience August 2015 - Present
Job Client Advocate at Advent Software
Industry Computer Software
Experience
Advent Software August 2015 - Present
Advent Software October 2014 - Present
Advent Software October 2013 - October 2014
Chemtek, Inc. March 2013 - September 2013
Westshore Financial Group September 2012 - December 2012
East Lake Woodlands Country Club November 2007 - November 2012
University of South Florida January 2012 - May 2012
Skills
Entrepreneurship, New Business Development, Leadership, Sales, Microsoft Office, Customer Service, Small Business, Public Speaking, Strategic Planning, Management, Marketing, Social Media Marketing, Financial Analysis, Coaching, Business Strategy, Recruiting, Investments, Insurance, Finance, Marketing Strategy, Negotiation, Inventory Management, Sales Process, Market Research, Salesforce.com, Red Hat Linux
Education
Jacksonville University 2014 — 2016
Master’s Degree, Business Administration and Management, General
University of South Florida 2010 — 2012
Business, Entrepreneurship/Entrepreneurial Studies
Advent Software August 2015 - Present
Advent Software October 2014 - Present
Advent Software October 2013 - October 2014
Chemtek, Inc. March 2013 - September 2013
Westshore Financial Group September 2012 - December 2012
East Lake Woodlands Country Club November 2007 - November 2012
University of South Florida January 2012 - May 2012
Skills
Entrepreneurship, New Business Development, Leadership, Sales, Microsoft Office, Customer Service, Small Business, Public Speaking, Strategic Planning, Management, Marketing, Social Media Marketing, Financial Analysis, Coaching, Business Strategy, Recruiting, Investments, Insurance, Finance, Marketing Strategy, Negotiation, Inventory Management, Sales Process, Market Research, Salesforce.com, Red Hat Linux
Education
Jacksonville University 2014 — 2016
Master’s Degree, Business Administration and Management, General
University of South Florida 2010 — 2012
Business, Entrepreneurship/Entrepreneurial Studies
Marc Pae Marc Pae's Advent Software Experience February 2010 - January 2013
Job Experienced Leader and Manager of Technical Professionals
Industry Computer Software
Experience
Advent Software February 2010 - January 2013
Advent Software October 2007 - February 2010
Advent Software November 2004 - 2007
Skills
Project Management, Salesforce.com, Program Management, Business Analysis, SaaS, Analysis, Cross-functional Team..., Training, Windows, Microsoft Office, Windows Server, Cisco Call Manager, NICE Call Recording, Axys, APX, SharePoint
Education
University of Southern California
Bachelor of Science (B.S.)
newark memorail hs
newark memorial high school
Advent Software February 2010 - January 2013
Advent Software October 2007 - February 2010
Advent Software November 2004 - 2007
Skills
Project Management, Salesforce.com, Program Management, Business Analysis, SaaS, Analysis, Cross-functional Team..., Training, Windows, Microsoft Office, Windows Server, Cisco Call Manager, NICE Call Recording, Axys, APX, SharePoint
Education
University of Southern California
Bachelor of Science (B.S.)
newark memorail hs
newark memorial high school
William Wagner's Advent Software Experience March 2012 - March 2015
Job
Industry Internet
Experience
Bud Break Interactive April 2015 - Present
Advent Software March 2012 - March 2015
Skype June 2011 - March 2012
CBS Interactive January 2009 - June 2011
Edmunds.com April 2008 - December 2008
Aquent February 2008 - April 2008
Yahoo May 2007 - January 2008
Creation Chamber November 2006 - May 2007
Shopzilla November 2004 - September 2006
There Inc September 2002 - January 2004
Skills
HTML 5, CSS, jQuery, KnockoutJS, HTML, Web Development, Web Applications, Scrum, HTML5, XML, AJAX, User Interface, Front-end, JSON, RSS, PHP, AngularJS, XSLT, Python, CSS3, Perl, DHTML, JavaScript, Bootstrap, Kendo
Education
University of Oregon 1987 — 1992
BS, Political Science
Berkeley High School 1983 — 1987
Bud Break Interactive April 2015 - Present
Advent Software March 2012 - March 2015
Skype June 2011 - March 2012
CBS Interactive January 2009 - June 2011
Edmunds.com April 2008 - December 2008
Aquent February 2008 - April 2008
Yahoo May 2007 - January 2008
Creation Chamber November 2006 - May 2007
Shopzilla November 2004 - September 2006
There Inc September 2002 - January 2004
Skills
HTML 5, CSS, jQuery, KnockoutJS, HTML, Web Development, Web Applications, Scrum, HTML5, XML, AJAX, User Interface, Front-end, JSON, RSS, PHP, AngularJS, XSLT, Python, CSS3, Perl, DHTML, JavaScript, Bootstrap, Kendo
Education
University of Oregon 1987 — 1992
BS, Political Science
Berkeley High School 1983 — 1987
Rene Contreras's Advent Software Experience June 2013 - Present
Job Technical Consultant at Advent Software, London
Industry Financial Services
Experience
Advent Software June 2013 - Present
Advent Software July 2012 - June 2013
Advent Software May 2011 - June 2012
Brightstar Healthcare February 2010 - May 2011
BrightStar Healthcare February 2010 - May 2011
BNY Mellon January 2007 - March 2008
Mellon Financial January 2007 - May 2007
Fry's Electronics February 2004 - May 2004
Scribe January 2001 - January 2003
Impression Graphix January 1999 - January 2001
Skills
Outlook, Customer Service, Sales, Data Analysis, Microsoft Excel, Banking, Consulting, PowerPoint, Leadership, Microsoft Office, Microsoft Word, Marketing, Microsoft SQL Server, Advent, Moxy, Axys, CRM, Social Media, Vantage, Salesforce
Education
University of San Francisco 2008 — 2010
B.S, Applied Economics
Advent Software June 2013 - Present
Advent Software July 2012 - June 2013
Advent Software May 2011 - June 2012
Brightstar Healthcare February 2010 - May 2011
BrightStar Healthcare February 2010 - May 2011
BNY Mellon January 2007 - March 2008
Mellon Financial January 2007 - May 2007
Fry's Electronics February 2004 - May 2004
Scribe January 2001 - January 2003
Impression Graphix January 1999 - January 2001
Skills
Outlook, Customer Service, Sales, Data Analysis, Microsoft Excel, Banking, Consulting, PowerPoint, Leadership, Microsoft Office, Microsoft Word, Marketing, Microsoft SQL Server, Advent, Moxy, Axys, CRM, Social Media, Vantage, Salesforce
Education
University of San Francisco 2008 — 2010
B.S, Applied Economics
Fletcher Stucky Fletcher Stucky's Advent Software Experience July 2014 - Present
Job Sales Development Representative at Advent Software
Industry Computer Software
Experience
Advent Software July 2014 - Present
Staples Business Advantage March 2013 - April 2014
Advent Software July 2010 - August 2012
Skills
Salesforce.com, HTML, Microsoft Excel, Microsoft Word, PowerPoint, FrontPage, Dreamweaver, Data Analysis, Microsoft Office, Prezi, Program Management, Sales, Marketing, Sales Process, Cold Calling, Sales Management, B2B, Social Media, Cultural Diplomacy
Education
University of Puget Sound 2008 — 2012
Bachelor of Arts (B.A.), International Political Economy
The College Preparatory School 2004 — 2008
High School Diploma
Advent Software July 2014 - Present
Staples Business Advantage March 2013 - April 2014
Advent Software July 2010 - August 2012
Skills
Salesforce.com, HTML, Microsoft Excel, Microsoft Word, PowerPoint, FrontPage, Dreamweaver, Data Analysis, Microsoft Office, Prezi, Program Management, Sales, Marketing, Sales Process, Cold Calling, Sales Management, B2B, Social Media, Cultural Diplomacy
Education
University of Puget Sound 2008 — 2012
Bachelor of Arts (B.A.), International Political Economy
The College Preparatory School 2004 — 2008
High School Diploma
Madeline Dickson's Advent Software Experience September 2014 - Present
Job Marketing Communications & PR, Advent Software
Industry Financial Services
Experience
Advent Software September 2014 - Present
United Nations Association San Diego September 2013 - May 2014
TEDxLaJolla February 2014 - April 2014
Joan B. Kroc Institute for Peace and Justice September 2013 - December 2013
Office of US Senator Dianne Feinstein July 2013 - August 2013
Office of Congresswoman Jackie Speier June 2013 - July 2013
National Federation of the Group for the Abolition of Sexual Mutilation (GAMS) August 2012 - December 2012
TransAfrica June 2012 - August 2012
Outside the Lens August 2011 - December 2011
County of San Mateo June 2008 - August 2009
Skills
Community Outreach, Event Management, Analysis, Research, Social Media, Project Management, Public Relations, Google Analytics, Event Planning, Analyst Relations, Policy Analysis, Communication Skills, PowerPoint, HootSuite, Planning..., Report Writing, Outlook, Social Media Marketing, Microsoft Excel, Editing, Nonprofits, Customer Engagement, Customer Support, Creativity Skills, •Reading and writing..., Experience Working with..., Videography, Creative Writing, Appointment Scheduling, MailChimp
Education
University of San Diego 2010 — 2014
Bachelor of Arts (B.A.), International Relations and Affairs, Graduate
Advent Software September 2014 - Present
United Nations Association San Diego September 2013 - May 2014
TEDxLaJolla February 2014 - April 2014
Joan B. Kroc Institute for Peace and Justice September 2013 - December 2013
Office of US Senator Dianne Feinstein July 2013 - August 2013
Office of Congresswoman Jackie Speier June 2013 - July 2013
National Federation of the Group for the Abolition of Sexual Mutilation (GAMS) August 2012 - December 2012
TransAfrica June 2012 - August 2012
Outside the Lens August 2011 - December 2011
County of San Mateo June 2008 - August 2009
Skills
Community Outreach, Event Management, Analysis, Research, Social Media, Project Management, Public Relations, Google Analytics, Event Planning, Analyst Relations, Policy Analysis, Communication Skills, PowerPoint, HootSuite, Planning..., Report Writing, Outlook, Social Media Marketing, Microsoft Excel, Editing, Nonprofits, Customer Engagement, Customer Support, Creativity Skills, •Reading and writing..., Experience Working with..., Videography, Creative Writing, Appointment Scheduling, MailChimp
Education
University of San Diego 2010 — 2014
Bachelor of Arts (B.A.), International Relations and Affairs, Graduate
Jeff Van Zanten's Advent Software Experience 1989 - 1997
Job ______
Industry Information Technology and Services
Experience
Apttus 2013 - Present
Coverity 2008 - 2012
Symphony Service Corp. 2003 - 2008
Symphony Technology Group 2003 - 2005
Scient 1999 - 2002
Purple Moon Software 1997 - 1998
Advent Software 1989 - 1997
Barclays Global Investors 1984 - 1989
PricewaterhouseCoopers 1982 - 1984
Skills
Mergers, Start-ups, Strategic Planning, SaaS, Strategy, Management, Enterprise Software, Leadership, Executive Management, Salesforce.com, Strategic Partnerships, Cloud Computing
Education
University of Southern California
Bachelor of Science (BS), Accounting
Apttus 2013 - Present
Coverity 2008 - 2012
Symphony Service Corp. 2003 - 2008
Symphony Technology Group 2003 - 2005
Scient 1999 - 2002
Purple Moon Software 1997 - 1998
Advent Software 1989 - 1997
Barclays Global Investors 1984 - 1989
PricewaterhouseCoopers 1982 - 1984
Skills
Mergers, Start-ups, Strategic Planning, SaaS, Strategy, Management, Enterprise Software, Leadership, Executive Management, Salesforce.com, Strategic Partnerships, Cloud Computing
Education
University of Southern California
Bachelor of Science (BS), Accounting
Shannon Porro Shannon Porro's Advent Software Experience November 2009 - February 2011
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2011 - Present
Advent Software November 2009 - February 2011
Fidelity Investments May 2005 - November 2009
Advent Software November 1995 - May 2005
Education
University of Pittsburgh
Fidelity Investments April 2011 - Present
Advent Software November 2009 - February 2011
Fidelity Investments May 2005 - November 2009
Advent Software November 1995 - May 2005
Education
University of Pittsburgh
Nina Ulbrich Nina Ulbrich's Advent Software Experience April 2011 - September 2011
Job Associate Producer at ARGONAUT Inc.
Industry Marketing and Advertising
Experience
ARGONAUT Inc. August 2015 - Present
Knoll April 2015 - July 2015
ATTIK April 2014 - March 2015
ATTIK June 2013 - March 2014
One Kings Lane January 2013 - May 2013
One to One Box July 2012 - January 2013
Vmed Technology, Inc. May 2010 - February 2012
Advent Software April 2011 - September 2011
NewCondosOnline.com March 2009 - May 2009
Skills
Adobe Creative Suite, Final Cut Pro, Social Media, Editing, Video Editing, Video Production, Digital Marketing, Photography, Wordpress, HTML, Branding & Identity, MS Office Suite, Account Management, Project Management, Client Relations, Asset Management, Broadcast Production, Advertising, WordPress
Education
Academy of Art University 2010 — 2013
Master of Arts (M.A.), Multimedia Communications
University of San Diego 2005 — 2009
BA, Economics
ARGONAUT Inc. August 2015 - Present
Knoll April 2015 - July 2015
ATTIK April 2014 - March 2015
ATTIK June 2013 - March 2014
One Kings Lane January 2013 - May 2013
One to One Box July 2012 - January 2013
Vmed Technology, Inc. May 2010 - February 2012
Advent Software April 2011 - September 2011
NewCondosOnline.com March 2009 - May 2009
Skills
Adobe Creative Suite, Final Cut Pro, Social Media, Editing, Video Editing, Video Production, Digital Marketing, Photography, Wordpress, HTML, Branding & Identity, MS Office Suite, Account Management, Project Management, Client Relations, Asset Management, Broadcast Production, Advertising, WordPress
Education
Academy of Art University 2010 — 2013
Master of Arts (M.A.), Multimedia Communications
University of San Diego 2005 — 2009
BA, Economics
Kirk Won's Advent Software Experience August 2006 - January 2013
Job
Industry Computer Software
Experience
Littler Mendelson 2013 - Present
Advent Software August 2006 - January 2013
Polymath Research March 2002 - September 2006
NSP, Inc. for New United Motors Manufacturing September 2001 - April 2002
Autodaq June 2000 - June 2001
SRI Consulting March 1998 - June 2000
New United Motor Manufacturing September 1995 - March 1998
American Eagle Insurance June 1992 - September 1995
Skills
XML, Software Development, Web Services, Scrum, JavaScript, Agile Methodologies, HTML, SQL, SaaS, C++, Integration, Windows, Microsoft SQL Server, Programming, Java, Software Engineering, C#, Databases, InstallShield, Enterprise Software, .NET, ASP.NET, Software Design, IIS, Oracle, REST
Education
University of Rochester 1986 — 1990
Bachelor’s Degree, Cognitive Science, concentration in Artificial Intelligence
Littler Mendelson 2013 - Present
Advent Software August 2006 - January 2013
Polymath Research March 2002 - September 2006
NSP, Inc. for New United Motors Manufacturing September 2001 - April 2002
Autodaq June 2000 - June 2001
SRI Consulting March 1998 - June 2000
New United Motor Manufacturing September 1995 - March 1998
American Eagle Insurance June 1992 - September 1995
Skills
XML, Software Development, Web Services, Scrum, JavaScript, Agile Methodologies, HTML, SQL, SaaS, C++, Integration, Windows, Microsoft SQL Server, Programming, Java, Software Engineering, C#, Databases, InstallShield, Enterprise Software, .NET, ASP.NET, Software Design, IIS, Oracle, REST
Education
University of Rochester 1986 — 1990
Bachelor’s Degree, Cognitive Science, concentration in Artificial Intelligence
Matthew Lynch's Advent Software Experience April 2005 - Present
Job Sales & Account Management
Industry Computer Software
Experience
Advent Software April 2005 - Present
Advent Software October 2008 - April 2011
Siebel Systems October 2004 - February 2005
Embarcadero Technologies December 2001 - June 2003
Akamai Technologies November 2000 - October 2001
US Army September 1998 - September 2000
Skills
Direct Sales, International Sales, SaaS, Salesforce.com, Negotiation, Internal Communications, Sales Process, Leadership, Lead Generation, Cross-functional..., Cold Calling, Sales Operations, Cross-functional Team..., Sales, Management, Strategic Partnerships, CRM, Selling, Demand Generation, Professional Services
Education
University of San Francisco
Bachelor of Arts, Politics, ROTC
Advent Software April 2005 - Present
Advent Software October 2008 - April 2011
Siebel Systems October 2004 - February 2005
Embarcadero Technologies December 2001 - June 2003
Akamai Technologies November 2000 - October 2001
US Army September 1998 - September 2000
Skills
Direct Sales, International Sales, SaaS, Salesforce.com, Negotiation, Internal Communications, Sales Process, Leadership, Lead Generation, Cross-functional..., Cold Calling, Sales Operations, Cross-functional Team..., Sales, Management, Strategic Partnerships, CRM, Selling, Demand Generation, Professional Services
Education
University of San Francisco
Bachelor of Arts, Politics, ROTC
Jose De Cecco's Advent Software Experience September 2012 - Present
Job Creative Lead at Advent Software
Industry Design
Experience
Advent Software September 2012 - Present
Jose De Cecco December 2004 - Present
Boltnet January 2011 - August 2011
Ustream, Inc November 2010 - January 2011
Kodak Gallery November 2009 - April 2010
Pageflakes 2008 - 2008
Skills
User Interface Design, Art Direction, Interaction Design, User Experience, Graphic Design, Creative Direction, Web Design, Typography, Brand Development, Adobe Creative Suite, XHTML, Corporate Identity, HTML, CSS, Creative Strategy, Graphics, User Interface, Branding & Identity, Logo Design, Web Development, User Experience Design, Mobile Design, User-centered Design, Visual Design, Flash, Concept Development, Illustrator
Education
University of South Carolina-Columbia
Bachelor of Arts (BA), Graphic Design
Advent Software September 2012 - Present
Jose De Cecco December 2004 - Present
Boltnet January 2011 - August 2011
Ustream, Inc November 2010 - January 2011
Kodak Gallery November 2009 - April 2010
Pageflakes 2008 - 2008
Skills
User Interface Design, Art Direction, Interaction Design, User Experience, Graphic Design, Creative Direction, Web Design, Typography, Brand Development, Adobe Creative Suite, XHTML, Corporate Identity, HTML, CSS, Creative Strategy, Graphics, User Interface, Branding & Identity, Logo Design, Web Development, User Experience Design, Mobile Design, User-centered Design, Visual Design, Flash, Concept Development, Illustrator
Education
University of South Carolina-Columbia
Bachelor of Arts (BA), Graphic Design
Chris Junge's Advent Software Experience 1998 - 2000
Job Director of Strategic Solutions at Eze Software Group
Industry Computer Software
Experience
Eze Software Group 2001 - Present
Advent Software 1998 - 2000
Skills
Trading Systems, Hedge Funds, Equities, Fixed Income, Asset Management, Electronic Trading, Bloomberg, Derivatives, Business Analysis, Financial Services
Education
University of San Francisco
Bachelor of Arts (B.A.)
Eze Software Group 2001 - Present
Advent Software 1998 - 2000
Skills
Trading Systems, Hedge Funds, Equities, Fixed Income, Asset Management, Electronic Trading, Bloomberg, Derivatives, Business Analysis, Financial Services
Education
University of San Francisco
Bachelor of Arts (B.A.)
Fitzgibbon, Corey's Advent Software Experience February 2005 - February 2011
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2011 - Present
Advent Software February 2005 - February 2011
Skills
SaaS, Salesforce.com, Asset Managment, Sales, Investments, Financial Services, CRM, Enterprise Software, Strategy, Strategic Partnerships
Education
University of Southern California 1999 — 2003
History
Fidelity Investments February 2011 - Present
Advent Software February 2005 - February 2011
Skills
SaaS, Salesforce.com, Asset Managment, Sales, Investments, Financial Services, CRM, Enterprise Software, Strategy, Strategic Partnerships
Education
University of Southern California 1999 — 2003
History
Andrew Breen's Advent Software Experience April 2011 - Present
Job Customer Support Manager at Advent Software
Industry Computer Software
Experience
Advent Software April 2011 - Present
Advent Software October 2008 - April 2011
Advent Software August 2006 - October 2008
Polo Ralph Lauren January 2006 - July 2006
Reebok Factory Outlet 2000 - 2005
Skills
Management, Enterprise Software, Salesforce.com, SaaS, Business Analysis, CRM, Sales, Account Management, Process Improvement, Financial Services
Education
University of Scranton 2002 — 2006
BS, Enterprise Management Technology
Advent Software April 2011 - Present
Advent Software October 2008 - April 2011
Advent Software August 2006 - October 2008
Polo Ralph Lauren January 2006 - July 2006
Reebok Factory Outlet 2000 - 2005
Skills
Management, Enterprise Software, Salesforce.com, SaaS, Business Analysis, CRM, Sales, Account Management, Process Improvement, Financial Services
Education
University of Scranton 2002 — 2006
BS, Enterprise Management Technology
Derik Woods's Advent Software Experience
Job Staff Business Analyst at Advent Software
Industry Computer Software
Experience
Advent Software
Skills
Software Development, SQL, Agile Methodologies, Cloud Computing, Trade Compliance, Microsoft SQL Server, Software Project..., C#, Enterprise Software, C++, XML, Enter, Requirements Gathering, Project Delivery, .NET, ASP.NET, Scrum, Requirements Analysis
Education
University of San Francisco
Advent Software
Skills
Software Development, SQL, Agile Methodologies, Cloud Computing, Trade Compliance, Microsoft SQL Server, Software Project..., C#, Enterprise Software, C++, XML, Enter, Requirements Gathering, Project Delivery, .NET, ASP.NET, Scrum, Requirements Analysis
Education
University of San Francisco
Shenaya Swartz's Advent Software Experience June 2001 - August 2004
Job Licensed Operations Analyst at Nike
Industry Consumer Goods
Experience
Nike January 2015 - Present
Nike June 2013 - December 2014
Columbia Sportswear Company August 2012 - June 2013
Columbia Sportswear November 2010 - October 2012
Custom Decorators, Inc. April 2008 - December 2010
Custom Decorators, Inc. September 2006 - March 2008
Advent Software June 2001 - August 2004
Skills
Sales Operations, Account Management, Sales, Customer Service, CRM, Outlook, Process Improvement, Cross-functional Team..., Sales Management, Forecasting, Strategic Planning, Sales Force, Project Planning, Budget Monitoring, Business Transformation, Process Management, SAP, Merchandising, Marketing, Training, Project Management, Analysis, Business Intelligence, Business Process, Analytics, Management, Customer Satisfaction, Software Documentation
Education
University of Oregon
BS
Nike January 2015 - Present
Nike June 2013 - December 2014
Columbia Sportswear Company August 2012 - June 2013
Columbia Sportswear November 2010 - October 2012
Custom Decorators, Inc. April 2008 - December 2010
Custom Decorators, Inc. September 2006 - March 2008
Advent Software June 2001 - August 2004
Skills
Sales Operations, Account Management, Sales, Customer Service, CRM, Outlook, Process Improvement, Cross-functional Team..., Sales Management, Forecasting, Strategic Planning, Sales Force, Project Planning, Budget Monitoring, Business Transformation, Process Management, SAP, Merchandising, Marketing, Training, Project Management, Analysis, Business Intelligence, Business Process, Analytics, Management, Customer Satisfaction, Software Documentation
Education
University of Oregon
BS
Benjamin Simmers's Advent Software Experience April 2013 - Present
Job Project Manager at Advent Software
Industry Computer Software
Experience
Advent Software April 2013 - Present
Advent Software September 2011 - April 2013
Advent Software April 2010 - September 2011
BNY Mellon September 2007 - April 2010
Touch Group Plc 2006 - 2007
Skills
Project Management, SQL, CRM, Management, Business Analysis, Consulting, Requirements Analysis, Leadership, Microsoft SQL Server, Professional Services
Education
University of Otago 2000 — 2004
BCom, Information Science
Advent Software April 2013 - Present
Advent Software September 2011 - April 2013
Advent Software April 2010 - September 2011
BNY Mellon September 2007 - April 2010
Touch Group Plc 2006 - 2007
Skills
Project Management, SQL, CRM, Management, Business Analysis, Consulting, Requirements Analysis, Leadership, Microsoft SQL Server, Professional Services
Education
University of Otago 2000 — 2004
BCom, Information Science
Hewlett-Packard
SAP
Symantec
Intuit
HP
salesforce.com
Bloomberg LP
Autodesk