Advent Software, Inc.
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, CA Founded: 1983 Number of employees: 1,209 Subsidiaries: MicroEdge, Inc, CEO: Robert Roley (Jun 30, 2016–), Dave Welling (Jun 30, 2016–) Founders: Stephanie DiMarco, Steve Strand Parent organization: SS&C Technologies
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Advent Software, Inc. Employees
Employee
Years
Job
Industry
Joy Kessler Joy Kessler's Advent Software, Inc. Experience April 2010 - 2015
Job Community Involvement Manager at Advent Software, Inc.
Industry Computer Software
Experience
Advent Software, Inc. April 2010 - 2015
Advent Software June 2007 - March 2010
The Job Shop for Boys and Girls Clubs of San Francisco March 2007 - June 2007
AYUSA Global Youth Exchange May 2005 - April 2007
Skills
Strategic Planning, Program Development, Grants, Philanthropy, Corporate Social..., Event Planning, Internal Communications, Community Outreach, Volunteer Management, Leadership, Fundraising, Nonprofits, Project Management, Strategic Communications, Program Management, Strategy, Marketing
Education
Boston College - Carroll School of Management 2013 — 2013
Certificate in Corporate Citizenship Leadership (obtained 4/20/13)
Boston College - Carroll School of Management 2009 — 2010
Professional Certificate
Alliant International University-San Francisco Bay 2002 — 2004
MA
Humboldt State University 1991 — 1995
BA
Advent Software, Inc. April 2010 - 2015
Advent Software June 2007 - March 2010
The Job Shop for Boys and Girls Clubs of San Francisco March 2007 - June 2007
AYUSA Global Youth Exchange May 2005 - April 2007
Skills
Strategic Planning, Program Development, Grants, Philanthropy, Corporate Social..., Event Planning, Internal Communications, Community Outreach, Volunteer Management, Leadership, Fundraising, Nonprofits, Project Management, Strategic Communications, Program Management, Strategy, Marketing
Education
Boston College - Carroll School of Management 2013 — 2013
Certificate in Corporate Citizenship Leadership (obtained 4/20/13)
Boston College - Carroll School of Management 2009 — 2010
Professional Certificate
Alliant International University-San Francisco Bay 2002 — 2004
MA
Humboldt State University 1991 — 1995
BA
Justin Ritchie's Advent Software, Inc. Experience August 2007 - September 2009
Job Senior Director, Finance at Advent Software
Industry Computer Software
Experience
Advent Software February 2011 - Present
Advent Software September 2009 - January 2011
Advent Software, Inc. August 2007 - September 2009
Advent Software, Inc. March 2004 - August 2007
Advent Software, Inc. April 2002 - February 2004
Acta Technologies 2000 - 2002
Skills
Essbase, Long Range Planning, Accounting, Excel, Process Engineering, Statistics, Investor Relations, Financial Planning, IRR, NPV, Financial Modeling, Financial Analysis, Financial Reporting, Forecasting, Mergers, Competitive Analysis, Budgeting, Financial Accounting, Valuation, SOX, Analysis, Business Planning, Business Strategy, Business Analysis, Strategic Planning, Financial Management, Access, Corporate Finance, Hyperion, P&L, Salesforce.com, Business Intelligence, Financial Systems, Variance Analysis, Planning, Cross-functional Team..., Data Analysis, Crystal Ball, Quantitative Risk..., Hyperion Enterprise, Managerial Finance, Microsoft Excel, Enterprise Software, Financial Services, Product Management, Project Planning, Strategic Financial..., Budgets, Finance, Process Improvement
Education
University of California, Irvine 2010 — 2011
Certificate, Investor Relations
San Francisco State University, College of Business 2005 — 2008
MBA
University of Wisconsin-Eau Claire
BA, Accounting
Advent Software February 2011 - Present
Advent Software September 2009 - January 2011
Advent Software, Inc. August 2007 - September 2009
Advent Software, Inc. March 2004 - August 2007
Advent Software, Inc. April 2002 - February 2004
Acta Technologies 2000 - 2002
Skills
Essbase, Long Range Planning, Accounting, Excel, Process Engineering, Statistics, Investor Relations, Financial Planning, IRR, NPV, Financial Modeling, Financial Analysis, Financial Reporting, Forecasting, Mergers, Competitive Analysis, Budgeting, Financial Accounting, Valuation, SOX, Analysis, Business Planning, Business Strategy, Business Analysis, Strategic Planning, Financial Management, Access, Corporate Finance, Hyperion, P&L, Salesforce.com, Business Intelligence, Financial Systems, Variance Analysis, Planning, Cross-functional Team..., Data Analysis, Crystal Ball, Quantitative Risk..., Hyperion Enterprise, Managerial Finance, Microsoft Excel, Enterprise Software, Financial Services, Product Management, Project Planning, Strategic Financial..., Budgets, Finance, Process Improvement
Education
University of California, Irvine 2010 — 2011
Certificate, Investor Relations
San Francisco State University, College of Business 2005 — 2008
MBA
University of Wisconsin-Eau Claire
BA, Accounting
Rick Eng's Advent Software, Inc. Experience 1994 - 2002
Job COO at Investure, LLC
Industry Investment Management
Experience
Investure January 2012 - Present
ProFund Advisors LLC January 2011 - March 2012
Legg Mason Capital Management June 2006 - January 2011
Ramsey Asset Management June 2002 - June 2006
Advent Software, Inc. 1994 - 2002
Thomson Financial 1991 - 1994
Skills
Asset Management, Trading, Hedge Funds, Automation, Asset Managment, Investments, Portfolio Management, Bloomberg, Fixed Income, Investment Management, Mutual Funds, Financial Services, Strategy, Securities, Alternative Investments, Equities, Finance, Management, Derivatives, Risk Management, Series 7, Valuation
Education
University of Maryland College Park 1986 — 2000
BS, Organizational Management & Consumer Studies
McDonogh School 1980 — 1986
Investure January 2012 - Present
ProFund Advisors LLC January 2011 - March 2012
Legg Mason Capital Management June 2006 - January 2011
Ramsey Asset Management June 2002 - June 2006
Advent Software, Inc. 1994 - 2002
Thomson Financial 1991 - 1994
Skills
Asset Management, Trading, Hedge Funds, Automation, Asset Managment, Investments, Portfolio Management, Bloomberg, Fixed Income, Investment Management, Mutual Funds, Financial Services, Strategy, Securities, Alternative Investments, Equities, Finance, Management, Derivatives, Risk Management, Series 7, Valuation
Education
University of Maryland College Park 1986 — 2000
BS, Organizational Management & Consumer Studies
McDonogh School 1980 — 1986
Whit Gaither's Advent Software, Inc. Experience 1990 - 1995
Job Experienced Sales Leader
Industry Information Technology and Services
Experience
Consulting February 2015 - Present
InsideSales.com 2013 - 2015
C3 Energy 2011 - 2013
Lyft 2009 - 2011
InsideView 2007 - 2009
VIMA Technologies 2003 - 2005
Intel Corporation 1997 - 2001
Advent Software, Inc. 1990 - 1995
Skills
Account Management, Salesforce.com, SaaS, Social Media, Social Networking, CRM, Sales Process, Enterprise Software, SMB, Business Development, Selling, New Business Development, Sales Management, Strategic Partnerships, Cold Calling, Product Management, Strategy, Go-to-market Strategy, Lead Generation, Sales, Program Management, Cross-functional Team..., Start-ups, Sales Operations, Leadership, Product Marketing, Cloud Computing, Professional Services, Direct Sales, Complex Sales, Sales Enablement, Solution Selling, Business Alliances, Software Industry, Channel Partners, Analytics
Education
University of Washington, Michael G. Foster School of Business
MBA, Finance & Marketing
Grinnell College
Bachelor of Arts (B.A.), Economics
Consulting February 2015 - Present
InsideSales.com 2013 - 2015
C3 Energy 2011 - 2013
Lyft 2009 - 2011
InsideView 2007 - 2009
VIMA Technologies 2003 - 2005
Intel Corporation 1997 - 2001
Advent Software, Inc. 1990 - 1995
Skills
Account Management, Salesforce.com, SaaS, Social Media, Social Networking, CRM, Sales Process, Enterprise Software, SMB, Business Development, Selling, New Business Development, Sales Management, Strategic Partnerships, Cold Calling, Product Management, Strategy, Go-to-market Strategy, Lead Generation, Sales, Program Management, Cross-functional Team..., Start-ups, Sales Operations, Leadership, Product Marketing, Cloud Computing, Professional Services, Direct Sales, Complex Sales, Sales Enablement, Solution Selling, Business Alliances, Software Industry, Channel Partners, Analytics
Education
University of Washington, Michael G. Foster School of Business
MBA, Finance & Marketing
Grinnell College
Bachelor of Arts (B.A.), Economics
Kathleen Golden Leary Kathleen Golden Leary's Advent Software, Inc. Experience January 1999 - January 2006
Job SVP, Communications Director at Wells Fargo
Industry Public Relations and Communications
Experience
Wells Fargo July 2009 - Present
Leukemia & Lymphoma Society April 2007 - April 2013
Wells Fargo Wealth Management Group February 2006 - July 2009
Advent Software, Inc January 1999 - January 2006
Trimedia Public Relations (now Intermarket) January 1996 - January 1999
Miller Freeman, Inc (now CMP) May 1992 - January 1996
Skills
Marketing Communications, Media Relations, Internal Communications, Social Media, Strategic Planning, Leadership, Crisis Communications, Spokesperson, Strategic Partnerships, Corporate Communications, Strategy, Editing, Public Relations, Publications, Strategic Communications, Press Releases, Speech Writing
Education
Le Moyne College 1987 — 1991
BA
Troy High School 1984 — 1987
Wells Fargo July 2009 - Present
Leukemia & Lymphoma Society April 2007 - April 2013
Wells Fargo Wealth Management Group February 2006 - July 2009
Advent Software, Inc January 1999 - January 2006
Trimedia Public Relations (now Intermarket) January 1996 - January 1999
Miller Freeman, Inc (now CMP) May 1992 - January 1996
Skills
Marketing Communications, Media Relations, Internal Communications, Social Media, Strategic Planning, Leadership, Crisis Communications, Spokesperson, Strategic Partnerships, Corporate Communications, Strategy, Editing, Public Relations, Publications, Strategic Communications, Press Releases, Speech Writing
Education
Le Moyne College 1987 — 1991
BA
Troy High School 1984 — 1987
Miles Osborn Miles Osborn's Advent Software, Inc. Experience October 2007 - January 2013
Job Account Executive at Apttus
Industry Computer Software
Experience
Apttus February 2013 - Present
Advent Software, Inc October 2007 - January 2013
MongoNet, Inc January 2006 - January 2007
Identity Engines January 2005 - January 2006
Skills
Salesforce.com, Solution Selling, Direct Sales, SaaS, Enterprise Software, Account Management, Cloud Computing, Lead Generation, Demand Generation, Business Development, Product Management, Customer Service, Sales Process, Software Industry, New Business Development, Cross-functional Team..., Cold Calling, Sales Operations, Management, Sales, Marketing, Training
Education
University of California, Davis 1999 — 2005
Bachelor of Science, Biological Science; Neurology, Physiology, and Behavior
University of California, Davis
Bachelor of Science (B.S.), Biology/Biological Sciences, General
Apttus February 2013 - Present
Advent Software, Inc October 2007 - January 2013
MongoNet, Inc January 2006 - January 2007
Identity Engines January 2005 - January 2006
Skills
Salesforce.com, Solution Selling, Direct Sales, SaaS, Enterprise Software, Account Management, Cloud Computing, Lead Generation, Demand Generation, Business Development, Product Management, Customer Service, Sales Process, Software Industry, New Business Development, Cross-functional Team..., Cold Calling, Sales Operations, Management, Sales, Marketing, Training
Education
University of California, Davis 1999 — 2005
Bachelor of Science, Biological Science; Neurology, Physiology, and Behavior
University of California, Davis
Bachelor of Science (B.S.), Biology/Biological Sciences, General
Rishi Desai ☁'s Advent Software, Inc. Experience May 2012 - March 2013
Job Senior Solutions Architect
Industry Information Technology and Services
Experience
FusionStorm October 2014 - Present
RMS March 2013 - September 2014
Advent Software, Inc. May 2012 - March 2013
Advent Software, Inc. February 2009 - April 2012
California Casualty Management Company June 1999 - January 2009
Indotronix International Corporation May 1998 - June 1999
Microtech Software and Consultants Ltd., India May 1995 - December 1997
Skills
Cloud Computing, Virtualization, Disaster Recovery, High Availability, Storage Area Networks, VMware, VMware Infrastructure, NAS, EMC Storage, IT Strategy, Business Continuity, Enterprise Storage, Storage Architecture, IT Operations, Technical Leadership, vCloud, VDI, Private Cloud, SRM 5.0, VCP, Capacity Planning, NetApp Filers, RecoverPoint, EMC Replication Manager
Education
Boston University 2006 — 2007
MS, Computer Information Systems
FusionStorm October 2014 - Present
RMS March 2013 - September 2014
Advent Software, Inc. May 2012 - March 2013
Advent Software, Inc. February 2009 - April 2012
California Casualty Management Company June 1999 - January 2009
Indotronix International Corporation May 1998 - June 1999
Microtech Software and Consultants Ltd., India May 1995 - December 1997
Skills
Cloud Computing, Virtualization, Disaster Recovery, High Availability, Storage Area Networks, VMware, VMware Infrastructure, NAS, EMC Storage, IT Strategy, Business Continuity, Enterprise Storage, Storage Architecture, IT Operations, Technical Leadership, vCloud, VDI, Private Cloud, SRM 5.0, VCP, Capacity Planning, NetApp Filers, RecoverPoint, EMC Replication Manager
Education
Boston University 2006 — 2007
MS, Computer Information Systems
Michael Madigan Michael Madigan's Advent Software, Inc. Experience October 2005 - September 2013
Job Senior Vice President Product Management & Strategy at Certent, Inc. (formerly EASi)
Industry Computer Software
Experience
Certent, Inc. (formerly EASi) March 2014 - Present
Advent Software, Inc. October 2005 - September 2013
Advent Software, Inc. October 2004 - September 2005
Siebel Systems July 2001 - July 2003
Sun Microsystems June 2000 - August 2000
Ashesi University College May 2000 - June 2000
Computer Sciences Corporation July 1993 - July 1999
Skills
Cloud Computing, Product Management, Enterprise Software, SaaS, Product Marketing, Strategic Partnerships, Salesforce.com, Solution Selling, Go-to-market Strategy, Agile Methodologies, Sales Enablement, Competitive Analysis, Partner Management, Demand Generation, Analytics, Professional Services, CRM, Cross-functional Team..., Strategy
Education
University of California, Berkeley - Walter A. Haas School of Business 1999 — 2001
Master of Business Administration (MBA)
University of Notre Dame 1989 — 1993
BBA, Finance & Computer Applications
UC Berkeley Center for Executive Education 2010 — 2010
Product Management - Translating Opportunities into Profitability
Certent, Inc. (formerly EASi) March 2014 - Present
Advent Software, Inc. October 2005 - September 2013
Advent Software, Inc. October 2004 - September 2005
Siebel Systems July 2001 - July 2003
Sun Microsystems June 2000 - August 2000
Ashesi University College May 2000 - June 2000
Computer Sciences Corporation July 1993 - July 1999
Skills
Cloud Computing, Product Management, Enterprise Software, SaaS, Product Marketing, Strategic Partnerships, Salesforce.com, Solution Selling, Go-to-market Strategy, Agile Methodologies, Sales Enablement, Competitive Analysis, Partner Management, Demand Generation, Analytics, Professional Services, CRM, Cross-functional Team..., Strategy
Education
University of California, Berkeley - Walter A. Haas School of Business 1999 — 2001
Master of Business Administration (MBA)
University of Notre Dame 1989 — 1993
BBA, Finance & Computer Applications
UC Berkeley Center for Executive Education 2010 — 2010
Product Management - Translating Opportunities into Profitability
Mike Gamson Mike Gamson's Advent Software, Inc. Experience April 2004 - August 2007
Job Passionate about investing in people
Industry Internet
Experience
LinkedIn January 2011 - Present
LinkedIn July 2008 - December 2010
Linkedin September 2007 - June 2008
Advent Software, Inc April 2004 - August 2007
Advent Software, Inc April 2003 - March 2004
Advent Software, Inc February 2002 - March 2003
Advent Software, Inc July 2000 - January 2002
Advent Software, Inc January 1999 - June 2000
Bank of America September 1997 - December 1998
Viva Burritos August 1996 - August 1997
Skills
Sales, Team Management, International Sales, Key Account Management, Building Relationships, Google Analytics, Marketing Management, Professional Services, Leadership, Positioning, Google Adwords, Strategic Alliances, Culture, Sales Management, Motivational Speaking, SaaS, Team Leadership
Education
Amherst College 1992 — 1996
B.A., Comparative Religions and Fine Arts
Highland Park High School
Highland Park High School
Highland Park High School
LinkedIn January 2011 - Present
LinkedIn July 2008 - December 2010
Linkedin September 2007 - June 2008
Advent Software, Inc April 2004 - August 2007
Advent Software, Inc April 2003 - March 2004
Advent Software, Inc February 2002 - March 2003
Advent Software, Inc July 2000 - January 2002
Advent Software, Inc January 1999 - June 2000
Bank of America September 1997 - December 1998
Viva Burritos August 1996 - August 1997
Skills
Sales, Team Management, International Sales, Key Account Management, Building Relationships, Google Analytics, Marketing Management, Professional Services, Leadership, Positioning, Google Adwords, Strategic Alliances, Culture, Sales Management, Motivational Speaking, SaaS, Team Leadership
Education
Amherst College 1992 — 1996
B.A., Comparative Religions and Fine Arts
Highland Park High School
Highland Park High School
Highland Park High School
Joel Bondurant Joel Bondurant's Advent Software, Inc. Experience June 2006 - April 2008
Job Analytic Objects, Inc.
Industry Computer Software
Experience
Analytic Objects, Inc. October 2013 - Present
Sensor Analytics, Inc. October 2010 - May 2013
Loyalty Lab August 2008 - July 2010
Advent Software, Inc. June 2006 - April 2008
Systat Software, Inc. March 2004 - June 2006
Texas A&M University June 2002 - January 2004
Skills
SQL, Cloud Computing, Product Management, XML, Enterprise Software, Microsoft SQL Server, Software Development, Databases, MongoDB, NoSQL, Java, Java Enterprise Edition, Python
Education
Texas A&M University 2001 — 2003
MS, Mathematics, 3.235
Texas A&M University 1997 — 2001
BS, Physics, 3.569
Analytic Objects, Inc. October 2013 - Present
Sensor Analytics, Inc. October 2010 - May 2013
Loyalty Lab August 2008 - July 2010
Advent Software, Inc. June 2006 - April 2008
Systat Software, Inc. March 2004 - June 2006
Texas A&M University June 2002 - January 2004
Skills
SQL, Cloud Computing, Product Management, XML, Enterprise Software, Microsoft SQL Server, Software Development, Databases, MongoDB, NoSQL, Java, Java Enterprise Edition, Python
Education
Texas A&M University 2001 — 2003
MS, Mathematics, 3.235
Texas A&M University 1997 — 2001
BS, Physics, 3.569
Rita Alexander's Advent Software, Inc. Experience June 2004 - Present
Job Senior Data Analyst at Advent Software
Industry Computer Software
Experience
Advent Software Inc. June 2004 - Present
Franklin Templeton Investments April 2002 - April 2004
Seneca Capital Management May 1998 - April 2002
County of San Mateo September 1997 - February 1998
Transamerica Financial Resources April 1994 - September 1997
Skills
Fixed Income, Securities, Portfolio Management, Investments, Trading, Corporate Actions, Bloomberg, Equities, Asset Management, Financial Modeling, Axys, APX, MBA, Mergers & Acquisitions, Business Analysis, Banking, Enterprise Software, SaaS, Salesforce.com
Education
Karachi University
MBA, Accounting and Finance
University of San Francisco
Business Courses
Advent Software Inc. June 2004 - Present
Franklin Templeton Investments April 2002 - April 2004
Seneca Capital Management May 1998 - April 2002
County of San Mateo September 1997 - February 1998
Transamerica Financial Resources April 1994 - September 1997
Skills
Fixed Income, Securities, Portfolio Management, Investments, Trading, Corporate Actions, Bloomberg, Equities, Asset Management, Financial Modeling, Axys, APX, MBA, Mergers & Acquisitions, Business Analysis, Banking, Enterprise Software, SaaS, Salesforce.com
Education
Karachi University
MBA, Accounting and Finance
University of San Francisco
Business Courses
William Goh William Goh's Advent Software, Inc. Experience July 2012 - May 2013
Job Strategic Account Manager at Charles River Development
Industry Financial Services
Experience
Charles River Development January 2015 - Present
Charles River Development May 2013 - January 2015
Advent Software, Inc. July 2012 - May 2013
Zuora, Inc. February 2012 - July 2012
Advent Software, Inc. January 2011 - February 2012
Advent Software, Inc. January 2007 - January 2011
Advent Software, Inc. July 2005 - December 2006
Discovery Communications March 2005 - July 2005
Discovery Communications August 2003 - March 2005
American Student Assistance March 2003 - August 2003
Skills
SaaS, Cloud Computing, Asset Management, Wealth Management, Compliance, Customer Service, Salesforce.com, CRM, Business Development, Pre-sales, Solution Selling, Strategic Account..., Strategic Account..., Direct Sales, Complex Sales, Account Management, Investment Management, Databases, Billing, Commerce, Corporate Finance, API, Customer Relations, Investments, Selling
Education
Boston College
The Lawrenceville School
Charles River Development January 2015 - Present
Charles River Development May 2013 - January 2015
Advent Software, Inc. July 2012 - May 2013
Zuora, Inc. February 2012 - July 2012
Advent Software, Inc. January 2011 - February 2012
Advent Software, Inc. January 2007 - January 2011
Advent Software, Inc. July 2005 - December 2006
Discovery Communications March 2005 - July 2005
Discovery Communications August 2003 - March 2005
American Student Assistance March 2003 - August 2003
Skills
SaaS, Cloud Computing, Asset Management, Wealth Management, Compliance, Customer Service, Salesforce.com, CRM, Business Development, Pre-sales, Solution Selling, Strategic Account..., Strategic Account..., Direct Sales, Complex Sales, Account Management, Investment Management, Databases, Billing, Commerce, Corporate Finance, API, Customer Relations, Investments, Selling
Education
Boston College
The Lawrenceville School
Chris Kleparek Chris Kleparek's Advent Software, Inc. Experience April 2004 - January 2006
Job Hedge Fund Solution Sales at Thomson Reuters
Industry Financial Services
Experience
Thomson Reuters January 2013 - Present
Thomson Reuters January 2012 - December 2012
Thomson Reuters January 2010 - January 2012
Thomson Reuters August 2007 - December 2009
AllianceBernstein September 2006 - June 2007
Accenture, Capital Markets Solutions Group February 2006 - September 2006
Advent Software, Inc. April 2004 - January 2006
Skills
Equities, Market Data, Financial Markets, Portfolio Management, Salesforce.com, Capital Markets, Asset Managment, Financial Services, Account Management, Relationship Management, New Business Development, Investments, Securities, Business Development, Asset Management
Education
University of North Carolina at Wilmington 1999 — 2003
BS, Business Administation ; Economics concentration
University of Wales, Swansea 2002 — 2002
Thomson Reuters January 2013 - Present
Thomson Reuters January 2012 - December 2012
Thomson Reuters January 2010 - January 2012
Thomson Reuters August 2007 - December 2009
AllianceBernstein September 2006 - June 2007
Accenture, Capital Markets Solutions Group February 2006 - September 2006
Advent Software, Inc. April 2004 - January 2006
Skills
Equities, Market Data, Financial Markets, Portfolio Management, Salesforce.com, Capital Markets, Asset Managment, Financial Services, Account Management, Relationship Management, New Business Development, Investments, Securities, Business Development, Asset Management
Education
University of North Carolina at Wilmington 1999 — 2003
BS, Business Administation ; Economics concentration
University of Wales, Swansea 2002 — 2002
Brad Prodger Brad Prodger's Advent Software, Inc. Experience November 2000 - September 2004
Job VP of Product Strategy, Advice at Fiserv
Industry Financial Services
Experience
Fiserv April 2013 - Present
Pareto Platform May 2011 - February 2013
Microsoft Enterprise Platform Group (EPG) - Global Financial Services 2005 - 2010
Northstar Systems International September 2004 - November 2005
Advent Software, Inc. November 2000 - September 2004
Skills
Wealth Management, Corporate Strategy..., Strategic Planning, CRM Integration, Financial Services, Strategic Partnerships, Channel Partners, Partner Management, Marketing Strategy, Marketing Communications, Product Marketing, Market Share Analysis, SaaS, Cloud Applications, Microsoft Dynamics, Windows Azure, Global Business..., Global Strategy, Microsoft SQL Server, Microsoft Office, Solution Selling, Product Management, Business Alliances, Business Development, Enterprise Software, Strategy
Education
University of California, Santa Barbara 1980 — 1985
Fiserv April 2013 - Present
Pareto Platform May 2011 - February 2013
Microsoft Enterprise Platform Group (EPG) - Global Financial Services 2005 - 2010
Northstar Systems International September 2004 - November 2005
Advent Software, Inc. November 2000 - September 2004
Skills
Wealth Management, Corporate Strategy..., Strategic Planning, CRM Integration, Financial Services, Strategic Partnerships, Channel Partners, Partner Management, Marketing Strategy, Marketing Communications, Product Marketing, Market Share Analysis, SaaS, Cloud Applications, Microsoft Dynamics, Windows Azure, Global Business..., Global Strategy, Microsoft SQL Server, Microsoft Office, Solution Selling, Product Management, Business Alliances, Business Development, Enterprise Software, Strategy
Education
University of California, Santa Barbara 1980 — 1985
Deepti Yadav Deepti Yadav's Advent Software, Inc. Experience June 2009 - Present
Job Business Analyst/ Product Owner / Scrum Master
Industry Computer Software
Experience
Advent Software Inc June 2009 - Present
Wipro June 2005 - May 2007
Infosys September 2004 - June 2005
Tata Consultancy Services August 2003 - September 2004
Reliance Communications August 2000 - August 2003
Skills
Test Automation, Testing, Quality Assurance, Test Planning, Test Management, Software Quality..., Software Project..., Regression Testing, Requirements Analysis, Manual Testing, Quality Center, Software Documentation, Test Cases, System Testing, Jenkins, JIRA, SQL, OData, Amazon EC2, Confluence, Splunk, SoapUI, Groovy, HP Quality Center, Business Analysis, Scrum
Education
Bharatiya Vidya Bhavans Sardar Patel College Of Engineering 1996 — 2000
Bachelors of Engineering, Electrical
Advent Software Inc June 2009 - Present
Wipro June 2005 - May 2007
Infosys September 2004 - June 2005
Tata Consultancy Services August 2003 - September 2004
Reliance Communications August 2000 - August 2003
Skills
Test Automation, Testing, Quality Assurance, Test Planning, Test Management, Software Quality..., Software Project..., Regression Testing, Requirements Analysis, Manual Testing, Quality Center, Software Documentation, Test Cases, System Testing, Jenkins, JIRA, SQL, OData, Amazon EC2, Confluence, Splunk, SoapUI, Groovy, HP Quality Center, Business Analysis, Scrum
Education
Bharatiya Vidya Bhavans Sardar Patel College Of Engineering 1996 — 2000
Bachelors of Engineering, Electrical
Alex Blumen Alex Blumen's Advent Software, Inc. Experience January 2006 - June 2011
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
Lisa (Plotczyk) Lee Lisa (Plotczyk) Lee's Advent Software, Inc. Experience 1994 - 1996
Job Marketing Operations, Automation (Eloqua), Lead Management Expert at L2
Industry Computer Software
Experience
L2 October 2014 - Present
EXO5 December 2013 - Present
Salesforce.com May 2007 - September 2014
Hyperion December 2005 - May 2007
Advanced Data Exchange (ADX) April 2004 - December 2005
iKnowMed December 2001 - April 2004
Extraprise Group August 2000 - August 2001
Independent Consultant 1998 - 2000
VentureOne 1996 - 1998
Advent Software, Inc 1994 - 1996
Skills
Demand Generation, Integration, Data Modeling, Change Management, SaaS, Marketing Operations, Marketing Automation, Salesforce.com, Start-ups, Sales Operations, Business Intelligence, Vendor Management, Lead Generation, Enterprise Software, Email Marketing, Online Marketing, Lead Management, Strategy, Product Launch, Campaign Management, Marketing, Project Management, CRM, Cloud Computing, Database Marketing, Thought Leadership, Solution Selling, Go-to-market Strategy
Education
University of Massachusetts, Amherst 1987 — 1992
BA, Economics
L2 October 2014 - Present
EXO5 December 2013 - Present
Salesforce.com May 2007 - September 2014
Hyperion December 2005 - May 2007
Advanced Data Exchange (ADX) April 2004 - December 2005
iKnowMed December 2001 - April 2004
Extraprise Group August 2000 - August 2001
Independent Consultant 1998 - 2000
VentureOne 1996 - 1998
Advent Software, Inc 1994 - 1996
Skills
Demand Generation, Integration, Data Modeling, Change Management, SaaS, Marketing Operations, Marketing Automation, Salesforce.com, Start-ups, Sales Operations, Business Intelligence, Vendor Management, Lead Generation, Enterprise Software, Email Marketing, Online Marketing, Lead Management, Strategy, Product Launch, Campaign Management, Marketing, Project Management, CRM, Cloud Computing, Database Marketing, Thought Leadership, Solution Selling, Go-to-market Strategy
Education
University of Massachusetts, Amherst 1987 — 1992
BA, Economics
Bobby Fu Bobby Fu's Advent Software, Inc. Experience 1993 - 1993
Job Sr. Principal Engineer at Dealix Corporation
Industry Computer Software
Experience
AtHoc March 2012 - November 2013
Dealix Corporation February 2009 - August 2011
Mimosa Systems 2006 - 2008
MSFT September 1993 - April 2005
Microsoft 1993 - 2005
Mirosoft WebTV 1999 - 2001
Advent Software, Inc. 1993 - 1993
Franklin Templeton Investments February 1988 - December 1992
Skills
C#, Databases, Database Design, MVC, .NET, REST, Performance Tuning, Debugging, Android, Java
Education
University of San Francisco 1986 — 1988
master, Computer Science
AtHoc March 2012 - November 2013
Dealix Corporation February 2009 - August 2011
Mimosa Systems 2006 - 2008
MSFT September 1993 - April 2005
Microsoft 1993 - 2005
Mirosoft WebTV 1999 - 2001
Advent Software, Inc. 1993 - 1993
Franklin Templeton Investments February 1988 - December 1992
Skills
C#, Databases, Database Design, MVC, .NET, REST, Performance Tuning, Debugging, Android, Java
Education
University of San Francisco 1986 — 1988
master, Computer Science
George Lin George Lin's Advent Software, Inc. Experience October 2005 - March 2007
Job AwardWinning CIO, IT Industry Thought Leader, Executive Coach
Industry Information Technology and Services
Experience
CallidusCloud August 2015 - Present
GML & Associates January 2010 - Present
Rambus Inc. February 2011 - May 2015
Dolby Laboratories, Inc. April 2007 - December 2009
Advent Software, Inc. October 2005 - March 2007
EMC Corporation January 2004 - September 2005
Documentum, Inc. October 1993 - December 2003
Skills
IT Strategy, Cloud Computing, Enterprise Software, IT Management, SaaS, Business Intelligence, Integration, Vendor Management, Outsourcing, Software Project..., Enterprise Architecture, Business Analysis, Program Management, Business Process..., Leadership, Information Technology, Strategy, Disaster Recovery, Security, Governance, Business Process, Professional Services, IT Service Management, Data Center, Software Development, IT Operations, Business Transformation, ITIL, ERP, Solution Architecture, Project Portfolio..., Requirements Analysis, Virtualization, SDLC, PMP, PMO, Infrastructure, Consulting, Pre-sales, SharePoint, Management, CRM, Service Delivery, Cross-functional Team..., Product Management, Executive Management, Agile Project Management, IT Outsourcing, Go-to-market Strategy
Education
University of California, Berkeley
Diocesan Boys' School, Hong Kong
Diocesan Preparatory School, Hong Kong
CallidusCloud August 2015 - Present
GML & Associates January 2010 - Present
Rambus Inc. February 2011 - May 2015
Dolby Laboratories, Inc. April 2007 - December 2009
Advent Software, Inc. October 2005 - March 2007
EMC Corporation January 2004 - September 2005
Documentum, Inc. October 1993 - December 2003
Skills
IT Strategy, Cloud Computing, Enterprise Software, IT Management, SaaS, Business Intelligence, Integration, Vendor Management, Outsourcing, Software Project..., Enterprise Architecture, Business Analysis, Program Management, Business Process..., Leadership, Information Technology, Strategy, Disaster Recovery, Security, Governance, Business Process, Professional Services, IT Service Management, Data Center, Software Development, IT Operations, Business Transformation, ITIL, ERP, Solution Architecture, Project Portfolio..., Requirements Analysis, Virtualization, SDLC, PMP, PMO, Infrastructure, Consulting, Pre-sales, SharePoint, Management, CRM, Service Delivery, Cross-functional Team..., Product Management, Executive Management, Agile Project Management, IT Outsourcing, Go-to-market Strategy
Education
University of California, Berkeley
Diocesan Boys' School, Hong Kong
Diocesan Preparatory School, Hong Kong
Merryl Levy Merryl Levy's Advent Software, Inc. Experience January 2006 - July 2007
Job Project Manager
Industry Internet
Experience
Charles Schwab December 2014 - March 2015
Wells Fargo Bank August 2009 - May 2014
Jewish Community Federation October 2008 - August 2009
Advent Software Inc. January 2006 - July 2007
Independent Contractor August 2004 - December 2005
Advent Software, Inc. May 2001 - September 2003
Advent Software, Inc. October 1998 - April 2001
Advent Software August 1997 - September 1998
Skills
Risk Management, Cross-functional Team..., Leadership, Business Analysis, Change Management, Integration, Process Improvement, Project Management, Vendor Management, Enterprise Software, Strategy, Customer Support, Project Implementation, Client Services, Technical Support, Customer Issue..., Vendor Relationship...
Education
Northwestern University
B.A., Psychology
Charles Schwab December 2014 - March 2015
Wells Fargo Bank August 2009 - May 2014
Jewish Community Federation October 2008 - August 2009
Advent Software Inc. January 2006 - July 2007
Independent Contractor August 2004 - December 2005
Advent Software, Inc. May 2001 - September 2003
Advent Software, Inc. October 1998 - April 2001
Advent Software August 1997 - September 1998
Skills
Risk Management, Cross-functional Team..., Leadership, Business Analysis, Change Management, Integration, Process Improvement, Project Management, Vendor Management, Enterprise Software, Strategy, Customer Support, Project Implementation, Client Services, Technical Support, Customer Issue..., Vendor Relationship...
Education
Northwestern University
B.A., Psychology
Kenny Ervin Kenny Ervin's Advent Software, Inc. Experience November 2007 - July 2011
Job Space Planning and Project Specialist at The Lending Club, LLC
Industry Design
Experience
The Lending Club, LLC August 2015 - Present
Cushman & Wakefield July 2012 - Present
Tagged, Inc July 2011 - August 2012
Advent Software, Inc November 2007 - July 2011
Thomas Transfer October 2000 - November 2007
Skills
Microsoft Office, Excel, PowerPoint, Microsoft Excel, Accounting, Process Improvement, Customer Service, Purchasing, Office Management, Project Planning, Operations Management, Contract Negotiation, Software Documentation, Project Management
Education
San Francisco State University 2015 — 2015
Certificate of completion - level 1 AutoCAD 2014, A
University of Southern Indiana 1994 — 1997
None, accounting and economics; focus on computer business systems
The Lending Club, LLC August 2015 - Present
Cushman & Wakefield July 2012 - Present
Tagged, Inc July 2011 - August 2012
Advent Software, Inc November 2007 - July 2011
Thomas Transfer October 2000 - November 2007
Skills
Microsoft Office, Excel, PowerPoint, Microsoft Excel, Accounting, Process Improvement, Customer Service, Purchasing, Office Management, Project Planning, Operations Management, Contract Negotiation, Software Documentation, Project Management
Education
San Francisco State University 2015 — 2015
Certificate of completion - level 1 AutoCAD 2014, A
University of Southern Indiana 1994 — 1997
None, accounting and economics; focus on computer business systems
Dan Green's Advent Software, Inc. Experience January 2002 - September 2006
Job Global Account Manager, Social Selling Expert, LinkedIn Expert, at LinkedIn
Industry Information Technology and Services
Experience
LinkedIn January 2015 - Present
LinkedIn January 2014 - December 2014
OwnerAide, Inc. May 2014 - November 2014
LinkedIn June 2013 - December 2013
LinkedIn July 2012 - May 2013
LinkedIn April 2011 - July 2012
WealthTouch, Inc. November 2010 - March 2011
Informa Investment Solutions September 2006 - November 2010
Advent Software, Inc. January 2002 - September 2006
GreenTrak, Inc. February 1998 - January 2002
Skills
LinkedIn, Social Selling, Account Management, SaaS, Strategy, Social Media, New Business Development, Start-ups, Product Management, Management, Salesforce.com, Networking, Cross-functional Team..., Entrepreneurship, Sales, Social Media Marketing, Sales Management, Business Strategy, Business Development, Lead Generation, Leadership, Social Networking, Competitive Analysis, Product Development, Cloud Computing, Direct Sales, Sales Process, Enterprise Software, Solution Selling, Program Management, Strategic Partnerships, E-commerce, Digital Marketing, Strategic Thinking, Marketing, Consulting, Outsourcing, Analytics, Board Games, Content Marketing, Solutions Development, Product Strategy, Digital Strategy, CRM
Education
Boston University 1989 — 1993
BA, Philosophy
John Jay High School 1986 — 1989
High School
American School in London 1984 — 1986
High School
LinkedIn January 2015 - Present
LinkedIn January 2014 - December 2014
OwnerAide, Inc. May 2014 - November 2014
LinkedIn June 2013 - December 2013
LinkedIn July 2012 - May 2013
LinkedIn April 2011 - July 2012
WealthTouch, Inc. November 2010 - March 2011
Informa Investment Solutions September 2006 - November 2010
Advent Software, Inc. January 2002 - September 2006
GreenTrak, Inc. February 1998 - January 2002
Skills
LinkedIn, Social Selling, Account Management, SaaS, Strategy, Social Media, New Business Development, Start-ups, Product Management, Management, Salesforce.com, Networking, Cross-functional Team..., Entrepreneurship, Sales, Social Media Marketing, Sales Management, Business Strategy, Business Development, Lead Generation, Leadership, Social Networking, Competitive Analysis, Product Development, Cloud Computing, Direct Sales, Sales Process, Enterprise Software, Solution Selling, Program Management, Strategic Partnerships, E-commerce, Digital Marketing, Strategic Thinking, Marketing, Consulting, Outsourcing, Analytics, Board Games, Content Marketing, Solutions Development, Product Strategy, Digital Strategy, CRM
Education
Boston University 1989 — 1993
BA, Philosophy
John Jay High School 1986 — 1989
High School
American School in London 1984 — 1986
High School
George Seiters's Advent Software, Inc. Experience January 2004 - April 2007
Job Building innovative solutions
Industry Internet
Experience
LinkedIn January 2015 - Present
Seiters Consulting January 2012 - Present
BRECAP August 2014 - Present
PointDrive December 2013 - Present
YouScience, LLC October 2013 - February 2015
Shareholder InSite, Inc. March 2014 - August 2014
LinkedIn May 2007 - September 2011
Advent Software, Inc. January 2004 - April 2007
Advent Software September 1999 - January 2004
Advent Software, Inc. December 1998 - August 1999
Skills
Market Validation, Product Validation, Competitive Intelligence, Collaboration, Product Strategy, Voice of the Customer, Public Speaking, Analytic Thinking, Troubleshooting, Strategy, Competitive Analysis, Product Management, Product Marketing, Winemaking, Marketing, Social Networking, SaaS, Market Pricing, Consulting, Enterprise Software, Marketing Strategy, Leadership, Training, Account Management, Business Development, B2B, Business Intelligence, Strategic Partnerships, Integrated Marketing, Integration, Professional Services, Start-ups, Analytics
Education
Sewanee-The University of the South 1985 — 1989
Bachelor’s Degree, English
The Baylor School 1979 — 1985
Diploma, English, Biology
LinkedIn January 2015 - Present
Seiters Consulting January 2012 - Present
BRECAP August 2014 - Present
PointDrive December 2013 - Present
YouScience, LLC October 2013 - February 2015
Shareholder InSite, Inc. March 2014 - August 2014
LinkedIn May 2007 - September 2011
Advent Software, Inc. January 2004 - April 2007
Advent Software September 1999 - January 2004
Advent Software, Inc. December 1998 - August 1999
Skills
Market Validation, Product Validation, Competitive Intelligence, Collaboration, Product Strategy, Voice of the Customer, Public Speaking, Analytic Thinking, Troubleshooting, Strategy, Competitive Analysis, Product Management, Product Marketing, Winemaking, Marketing, Social Networking, SaaS, Market Pricing, Consulting, Enterprise Software, Marketing Strategy, Leadership, Training, Account Management, Business Development, B2B, Business Intelligence, Strategic Partnerships, Integrated Marketing, Integration, Professional Services, Start-ups, Analytics
Education
Sewanee-The University of the South 1985 — 1989
Bachelor’s Degree, English
The Baylor School 1979 — 1985
Diploma, English, Biology
Karissa Johnson's Advent Software, Inc. Experience June 2013 - May 2015
Job Stock Analyst Dolby Laboratories
Industry Legal Services
Experience
Dolby Laboratories May 2015 - Present
Advent Software, Inc. June 2013 - May 2015
Pacific Organic Produce June 2012 - June 2013
Pacific Coast Products September 2011 - June 2012
UC Santa Barbara June 2008 - August 2011
UCSB Intercollegiate Athletics Building (ICA) April 2010 - January 2011
Skills
UltiPro, Payroll Processing, Stock Administration, Equity Edge Online, Payroll, Multi-state Payroll..., ESPP, Equity Trading, Data Entry, Training, Management, Accounts Receivable, Invoicing, Microsoft Excel, PowerPoint, Recruiting, Sales, Warehousing, Spanish, Financial Statements, Event Planning, Shipping, Facebook, Microsoft Office, Microsoft Word, Social Media, Data Analysis, Account Reconciliation, Replicon
Education
University of California, Santa Barbara 2007 — 2011
Bachelors of Arts, Business Economics, Sports Management
Universidad Carlos III de Madrid 2009 — 2009
Spanish
Dolby Laboratories May 2015 - Present
Advent Software, Inc. June 2013 - May 2015
Pacific Organic Produce June 2012 - June 2013
Pacific Coast Products September 2011 - June 2012
UC Santa Barbara June 2008 - August 2011
UCSB Intercollegiate Athletics Building (ICA) April 2010 - January 2011
Skills
UltiPro, Payroll Processing, Stock Administration, Equity Edge Online, Payroll, Multi-state Payroll..., ESPP, Equity Trading, Data Entry, Training, Management, Accounts Receivable, Invoicing, Microsoft Excel, PowerPoint, Recruiting, Sales, Warehousing, Spanish, Financial Statements, Event Planning, Shipping, Facebook, Microsoft Office, Microsoft Word, Social Media, Data Analysis, Account Reconciliation, Replicon
Education
University of California, Santa Barbara 2007 — 2011
Bachelors of Arts, Business Economics, Sports Management
Universidad Carlos III de Madrid 2009 — 2009
Spanish
John Butler John Butler's Advent Software, Inc. Experience July 2006 - March 2011
Job .NET Web Developer
Industry Internet
Experience
Socratic Technologies March 2013 - Present
TZ Inc. October 2011 - February 2013
Self December 2010 - April 2012
Dolby Laboratories September 2011 - October 2011
Advent Software, Inc. July 2006 - March 2011
Adify March 2006 - June 2006
Vertigo Software March 2005 - February 2006
Cubik Media October 2002 - March 2005
eBusiness Technologies April 2001 - May 2001
work.com October 2000 - March 2001
Skills
C#, SQL, Silverlight, .NET, MVC, ASP.NET, Web Development, Unity, jQuery, MVVM, MCSD, Microsoft SQL Server, Windows Phone, Visual Studio, TFS, Web Services, WinForms, Entity Framework, Web Services API, WP7, Prism, REST, Web Applications, Software Design, ADO.NET, Software Engineering, ASP, Mobile Applications, Visual Basic, Integration, Software Development, JSON, ASP.NET MVC, Agile Methodologies, WCF, LINQ, Enterprise Software, SOAP, XML, T-SQL, AJAX, Microsoft Technologies, JavaScript
Education
Illinois Institute of Technology 1995 — 1998
MS
INSA Lyon 1989 — 1990
Illinois Institute of Technology
BS
Socratic Technologies March 2013 - Present
TZ Inc. October 2011 - February 2013
Self December 2010 - April 2012
Dolby Laboratories September 2011 - October 2011
Advent Software, Inc. July 2006 - March 2011
Adify March 2006 - June 2006
Vertigo Software March 2005 - February 2006
Cubik Media October 2002 - March 2005
eBusiness Technologies April 2001 - May 2001
work.com October 2000 - March 2001
Skills
C#, SQL, Silverlight, .NET, MVC, ASP.NET, Web Development, Unity, jQuery, MVVM, MCSD, Microsoft SQL Server, Windows Phone, Visual Studio, TFS, Web Services, WinForms, Entity Framework, Web Services API, WP7, Prism, REST, Web Applications, Software Design, ADO.NET, Software Engineering, ASP, Mobile Applications, Visual Basic, Integration, Software Development, JSON, ASP.NET MVC, Agile Methodologies, WCF, LINQ, Enterprise Software, SOAP, XML, T-SQL, AJAX, Microsoft Technologies, JavaScript
Education
Illinois Institute of Technology 1995 — 1998
MS
INSA Lyon 1989 — 1990
Illinois Institute of Technology
BS
Terence Cheung Terence Cheung's Advent Software, Inc. Experience October 2010 - July 2012
Job Focused on building people, teams, and organizations for growth in the technology space.
Industry Computer Software
Experience
BrightEdge October 2013 - Present
Advent Software July 2012 - October 2013
Advent Software, Inc October 2010 - July 2012
Advent Software July 2006 - October 2010
Dataflight Software, Inc December 2002 - December 2004
Dataflight Software December 1999 - December 2002
Mullin Consulting, Inc November 1998 - December 1999
Keyence Corporation June 1998 - November 1998
American Express Financial Advisors September 1995 - June 1998
Skills
Organizational..., Operations Management, Global Management, Team Building, Cross-functional Team..., Corporate Culture, Customer Satisfaction, Global Operations, Data Analysis, Customer Relations, Process Improvement, Problem Solving, Outsourcing Management, Employee Recognition, employee satisfaction, Enterprise Software, Customer Service, Salesforce.com, CRM, Databases, Project Management, Integration, Program Management, Business Intelligence, Management, Outsourcing, Software Documentation, Business Development, Training, Change Management, Leadership, SaaS, Executive Management, Project Planning, Pre-sales, ERP, SEO copywriting, Business Planning, Business Analysis, Strategy
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2005 — 2006
MBA
University of California, Los Angeles 1992 — 1997
BA
BrightEdge October 2013 - Present
Advent Software July 2012 - October 2013
Advent Software, Inc October 2010 - July 2012
Advent Software July 2006 - October 2010
Dataflight Software, Inc December 2002 - December 2004
Dataflight Software December 1999 - December 2002
Mullin Consulting, Inc November 1998 - December 1999
Keyence Corporation June 1998 - November 1998
American Express Financial Advisors September 1995 - June 1998
Skills
Organizational..., Operations Management, Global Management, Team Building, Cross-functional Team..., Corporate Culture, Customer Satisfaction, Global Operations, Data Analysis, Customer Relations, Process Improvement, Problem Solving, Outsourcing Management, Employee Recognition, employee satisfaction, Enterprise Software, Customer Service, Salesforce.com, CRM, Databases, Project Management, Integration, Program Management, Business Intelligence, Management, Outsourcing, Software Documentation, Business Development, Training, Change Management, Leadership, SaaS, Executive Management, Project Planning, Pre-sales, ERP, SEO copywriting, Business Planning, Business Analysis, Strategy
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2005 — 2006
MBA
University of California, Los Angeles 1992 — 1997
BA
Hyung Lee Hyung Lee's Advent Software, Inc. Experience 2000 - 2005
Job Sr. Systems Engineer (Salesforce) at Uber
Industry Computer Software
Experience
Uber July 2015 - Present
Demandforce a division of Intuit April 2014 - July 2015
Demandforce a division of Intuit July 2013 - April 2014
Wells Fargo Insurance Services February 2008 - July 2013
Salesforce.com 2005 - February 2008
Advent Software, Inc. 2000 - 2005
Advent 2000 - 2005
Bank of America 1997 - 2000
Skills
Salesforce.com, Troubleshooting, Business Analysis, Cloud Computing, Account Management, Administration, Change Management, CRM software, DemandTools, CRM, SaaS, Integration, Business Intelligence, Analytics, Requirements Analysis, SDLC, Business Process, Vendor Management, Agile Methodologies, Enterprise Software, Visio, Management, Sales Operations, Software Project..., Process Improvement
Education
University of California, Davis 1992 — 2006
Bachelor's degree, Sociology Organizational Studies
Uber July 2015 - Present
Demandforce a division of Intuit April 2014 - July 2015
Demandforce a division of Intuit July 2013 - April 2014
Wells Fargo Insurance Services February 2008 - July 2013
Salesforce.com 2005 - February 2008
Advent Software, Inc. 2000 - 2005
Advent 2000 - 2005
Bank of America 1997 - 2000
Skills
Salesforce.com, Troubleshooting, Business Analysis, Cloud Computing, Account Management, Administration, Change Management, CRM software, DemandTools, CRM, SaaS, Integration, Business Intelligence, Analytics, Requirements Analysis, SDLC, Business Process, Vendor Management, Agile Methodologies, Enterprise Software, Visio, Management, Sales Operations, Software Project..., Process Improvement
Education
University of California, Davis 1992 — 2006
Bachelor's degree, Sociology Organizational Studies
Al Chang's Advent Software, Inc. Experience August 2001 - November 2005
Job CTO at Xignite
Industry Computer Software
Experience
Xignite May 2011 - Present
Google November 2005 - March 2011
Advent Software, Inc August 2001 - November 2005
TenFold Corporation February 1993 - July 2001
Oracle Corporation August 1988 - February 1993
Skills
Cross-functional Team..., SaaS, High Availability, Cloud Computing, Product Management, Enterprise Software, Agile Methodologies, Distributed Systems, Start-ups, Leadership, Product Marketing, Management, Strategic Partnerships, E-commerce, Mobile Devices, Software Development, Product Development, Scalability, Big Data, Strategy, Mobile Applications
Education
Massachusetts Institute of Technology 1982 — 1988
SB/SM
Xignite May 2011 - Present
Google November 2005 - March 2011
Advent Software, Inc August 2001 - November 2005
TenFold Corporation February 1993 - July 2001
Oracle Corporation August 1988 - February 1993
Skills
Cross-functional Team..., SaaS, High Availability, Cloud Computing, Product Management, Enterprise Software, Agile Methodologies, Distributed Systems, Start-ups, Leadership, Product Marketing, Management, Strategic Partnerships, E-commerce, Mobile Devices, Software Development, Product Development, Scalability, Big Data, Strategy, Mobile Applications
Education
Massachusetts Institute of Technology 1982 — 1988
SB/SM
Bjorn Pave's Advent Software, Inc. Experience October 2001 - April 2007
Job Director, Information Technology at POPSUGAR
Industry Cosmetics
Experience
P✪PSUGAR March 2013 - Present
Benefit Cosmetics April 2007 - March 2013
Advent Software, Inc. October 2001 - April 2007
Lot21 February 1999 - August 2001
E! Networks 1998 - 2000
Ventura County Star 1996 - 1998
Skills
Management, Team Building, IT Management, Business Intelligence, Project Management, Vendor Management, Cloud Computing, Salesforce.com, Disaster Recovery, Change Management, Leadership, Negotiation, Process Improvement, Data Center, IT Strategy, Operations Management, Networking, Business Continuity, SharePoint, Integration, Information Technology, IT Operations, SaaS, CRM, IT Service Management, Linux System..., System Administration, Strategy, Digital Asset Management, Unix Operating Systems, Procurement, Cross-functional Team..., Team Leadership, Product Management, E-commerce, ITIL, Security, Databases, Virtualization, CMS, Program Management, Business Analysis, ERP, Project Planning, Software Documentation
Education
University of San Francisco - Masagung Graduate School of Management
MBA, Business
San Francisco State University
BA, Political Science
P✪PSUGAR March 2013 - Present
Benefit Cosmetics April 2007 - March 2013
Advent Software, Inc. October 2001 - April 2007
Lot21 February 1999 - August 2001
E! Networks 1998 - 2000
Ventura County Star 1996 - 1998
Skills
Management, Team Building, IT Management, Business Intelligence, Project Management, Vendor Management, Cloud Computing, Salesforce.com, Disaster Recovery, Change Management, Leadership, Negotiation, Process Improvement, Data Center, IT Strategy, Operations Management, Networking, Business Continuity, SharePoint, Integration, Information Technology, IT Operations, SaaS, CRM, IT Service Management, Linux System..., System Administration, Strategy, Digital Asset Management, Unix Operating Systems, Procurement, Cross-functional Team..., Team Leadership, Product Management, E-commerce, ITIL, Security, Databases, Virtualization, CMS, Program Management, Business Analysis, ERP, Project Planning, Software Documentation
Education
University of San Francisco - Masagung Graduate School of Management
MBA, Business
San Francisco State University
BA, Political Science
Kenny Ro Kenny Ro's Advent Software, Inc. Experience July 1997 - Present
Job
Industry Computer Software
Experience
Advent Software, Inc July 1997 - Present
Skills
C++, C, Unix, Agile Methodologies, Software Development, Software Engineering, Enterprise Software, Linux, Scrum, Database Development
Education
University of California, Berkeley 1994 — 1997
BA, Computer Science
Advent Software, Inc July 1997 - Present
Skills
C++, C, Unix, Agile Methodologies, Software Development, Software Engineering, Enterprise Software, Linux, Scrum, Database Development
Education
University of California, Berkeley 1994 — 1997
BA, Computer Science
Mark Zerda Mark Zerda's Advent Software, Inc. Experience February 1993 - October 2005
Job Principal at Panacea Software
Industry Computer Software
Experience
Panacea Software January 2008 - Present
Data-Grid October 2006 - August 2010
Advent Software, Inc. February 1993 - October 2005
Education
California State University-Hayward
BS, Computer Science
California State University-Northridge
Computer Science
Panacea Software January 2008 - Present
Data-Grid October 2006 - August 2010
Advent Software, Inc. February 1993 - October 2005
Education
California State University-Hayward
BS, Computer Science
California State University-Northridge
Computer Science
Mike Hufnagel Mike Hufnagel's Advent Software, Inc. Experience April 2007 - October 2007
Job Group Technical Manager at Blizzard Entertainment
Industry Information Technology and Services
Experience
Blizzard Entertainment January 2015 - Present
Blizzard Entertainment May 2013 - December 2014
Bright Trading February 2012 - February 2013
OpenTable April 2010 - October 2011
Monster Worldwide Inc January 2009 - March 2010
Monster Worldwide Inc October 2007 - January 2009
Advent Software Inc April 2007 - October 2007
Bright Trading January 2005 - September 2006
Self Employed August 2000 - May 2004
XUMA February 2000 - August 2000
Skills
STL, MFC, Visual C++, C#, C++, Eclipse, Tomcat, Java, .NET, Subversion, SQL, MySQL, JSP, VSS, Microsoft SQL Server, Objective-C, Software Engineering, Software Development, Python, Visual Studio
Education
University of San Francisco - Masagung Graduate School of Management 2003 — 2004
MBA
Sonoma State University 1993 — 1996
B.S., Computer Science
UCLA TMP
UCLA TMP
Blizzard Entertainment January 2015 - Present
Blizzard Entertainment May 2013 - December 2014
Bright Trading February 2012 - February 2013
OpenTable April 2010 - October 2011
Monster Worldwide Inc January 2009 - March 2010
Monster Worldwide Inc October 2007 - January 2009
Advent Software Inc April 2007 - October 2007
Bright Trading January 2005 - September 2006
Self Employed August 2000 - May 2004
XUMA February 2000 - August 2000
Skills
STL, MFC, Visual C++, C#, C++, Eclipse, Tomcat, Java, .NET, Subversion, SQL, MySQL, JSP, VSS, Microsoft SQL Server, Objective-C, Software Engineering, Software Development, Python, Visual Studio
Education
University of San Francisco - Masagung Graduate School of Management 2003 — 2004
MBA
Sonoma State University 1993 — 1996
B.S., Computer Science
UCLA TMP
UCLA TMP
Chip Kispert Chip Kispert's Advent Software, Inc. Experience 2000 - 2003
Job Managing Partner, Beacon Strategies, LLC
Industry Financial Services
Experience
Beacon Strategies, LLC May 2006 - Present
Trust Company of America 2003 - 2005
Advent Software, Inc. 2000 - 2003
Fidelity Investments August 1998 - December 1999
Fidelity Investments January 1996 - August 1998
Skills
Wealth Management, Securities, Portfolio Management, Series 7, Investments, Financial Services, Investment Advisory, Asset Managment, Equities, Alternative Investments, Mutual Funds, Executive Management, Asset Management, Relationship Management, Venture Capital, Financial Advisory, Business Development, Series 63, Strategy, Investment Management, Hedge Funds, Asset Allocation, FINRA, Investment Strategies, Retirement Planning, ETFs, Series 24, Fixed Income, Retirement, Management Consulting, Strategic Financial..., Separately Managed..., 401k, Series 6, Fixed Annuities
Education
Colby College 1984 — 1989
Bachelor of Arts (B.A.), History
The Lawrenceville School
Beacon Strategies, LLC May 2006 - Present
Trust Company of America 2003 - 2005
Advent Software, Inc. 2000 - 2003
Fidelity Investments August 1998 - December 1999
Fidelity Investments January 1996 - August 1998
Skills
Wealth Management, Securities, Portfolio Management, Series 7, Investments, Financial Services, Investment Advisory, Asset Managment, Equities, Alternative Investments, Mutual Funds, Executive Management, Asset Management, Relationship Management, Venture Capital, Financial Advisory, Business Development, Series 63, Strategy, Investment Management, Hedge Funds, Asset Allocation, FINRA, Investment Strategies, Retirement Planning, ETFs, Series 24, Fixed Income, Retirement, Management Consulting, Strategic Financial..., Separately Managed..., 401k, Series 6, Fixed Annuities
Education
Colby College 1984 — 1989
Bachelor of Arts (B.A.), History
The Lawrenceville School
Beth Kaplan Beth Kaplan's Advent Software, Inc. Experience December 2005 - January 2007
Job Senior Director, Sales Enablement at Salesforce.com
Industry Computer Software
Experience
salesforce.com December 2012 - Present
salesforce.com October 2011 - December 2012
Salesforce.com October 2010 - October 2011
Salesforce.com February 2008 - October 2010
SunGard March 2007 - February 2008
Advent Software Inc. December 2005 - January 2007
Advent Software, Inc. January 2001 - January 2006
The Vanguard Group May 1999 - January 2001
Skills
CRM, Salesforce.com, Cross-functional Team..., Enterprise Software, Program Management, Strategy, Cloud Computing, SaaS, Change Management, Integration, Management, Business Analysis, Problem Solving, Business Development, Training, Leadership, Telecommunications, Project Management, Customer Service, Business Strategy, Sales Operations, International Relations, Strategic Leadership, Customer Experience, Negotiation, Consulting, Selling, Customer Relations, Process Engineering, Strategy Development, Training & Development, Sales Leader Enablement
Education
University of Pittsburgh 1995 — 1999
BA, English, Political Science, Communication
salesforce.com December 2012 - Present
salesforce.com October 2011 - December 2012
Salesforce.com October 2010 - October 2011
Salesforce.com February 2008 - October 2010
SunGard March 2007 - February 2008
Advent Software Inc. December 2005 - January 2007
Advent Software, Inc. January 2001 - January 2006
The Vanguard Group May 1999 - January 2001
Skills
CRM, Salesforce.com, Cross-functional Team..., Enterprise Software, Program Management, Strategy, Cloud Computing, SaaS, Change Management, Integration, Management, Business Analysis, Problem Solving, Business Development, Training, Leadership, Telecommunications, Project Management, Customer Service, Business Strategy, Sales Operations, International Relations, Strategic Leadership, Customer Experience, Negotiation, Consulting, Selling, Customer Relations, Process Engineering, Strategy Development, Training & Development, Sales Leader Enablement
Education
University of Pittsburgh 1995 — 1999
BA, English, Political Science, Communication
Sokie Saechao Sokie Saechao's Advent Software, Inc. Experience 2007 - 2007
Job Financial Services Professional
Industry Financial Services
Experience
Walk-N The Dog, Inc. December 2006 - Present
Advent Software, Inc. 2007 - 2007
Fidelity July 2005 - December 2006
Pacific Exchange 2003 - 2005
Goldman Sachs 1999 - 2003
Education
Saint Mary's College of California 1996 — 2001
BA, Anthropology
Walk-N The Dog, Inc. December 2006 - Present
Advent Software, Inc. 2007 - 2007
Fidelity July 2005 - December 2006
Pacific Exchange 2003 - 2005
Goldman Sachs 1999 - 2003
Education
Saint Mary's College of California 1996 — 2001
BA, Anthropology
Brandon Ball Brandon Ball's Advent Software, Inc. Experience October 2011 - Present
Job Team Lead, Development at Advent Software Inc
Industry Financial Services
Experience
Advent Software Inc October 2011 - Present
Brunet-Garcia Advertising, Inc. February 2010 - October 2011
Glacial Energy July 2009 - January 2010
BlueKey, Inc March 2008 - January 2009
Walker and Associates May 2003 - March 2008
Blackbaud November 2004 - March 2006
Education
North Carolina State University 1999 — 2003
BS, Computer Engineering
North Carolina State University
Bachelor of Science (B.S.), Computer Engineering
Advent Software Inc October 2011 - Present
Brunet-Garcia Advertising, Inc. February 2010 - October 2011
Glacial Energy July 2009 - January 2010
BlueKey, Inc March 2008 - January 2009
Walker and Associates May 2003 - March 2008
Blackbaud November 2004 - March 2006
Education
North Carolina State University 1999 — 2003
BS, Computer Engineering
North Carolina State University
Bachelor of Science (B.S.), Computer Engineering
Todd Rudley's Advent Software, Inc. Experience January 1993 - July 1998
Job
Industry Investment Management
Experience
Thomson Reuters February 2009 - August 2011
FirstRain, Inc October 2006 - November 2008
BNY Mellon March 2006 - September 2006
Finaplex, Inc January 2005 - March 2006
Eagle Investment Systems November 2001 - January 2005
GoldenSource July 1998 - November 2001
Advent Software, Inc January 1993 - July 1998
Skills
Salesforce.com, Start-ups, Leadership, Financial Services, Enterprise Software, Management, Contract Negotiation, Product Development, Hedge Funds, SaaS, Product Management, Capital Markets, Sales, Asset Managment, Market Data, Solution Selling, Project Management, Account Management, Asset Management, Business Analysis, Team Leadership, Managing Complex Sales, Strategy
Education
Carnegie Mellon University
Bachelor's Degree
Thomson Reuters February 2009 - August 2011
FirstRain, Inc October 2006 - November 2008
BNY Mellon March 2006 - September 2006
Finaplex, Inc January 2005 - March 2006
Eagle Investment Systems November 2001 - January 2005
GoldenSource July 1998 - November 2001
Advent Software, Inc January 1993 - July 1998
Skills
Salesforce.com, Start-ups, Leadership, Financial Services, Enterprise Software, Management, Contract Negotiation, Product Development, Hedge Funds, SaaS, Product Management, Capital Markets, Sales, Asset Managment, Market Data, Solution Selling, Project Management, Account Management, Asset Management, Business Analysis, Team Leadership, Managing Complex Sales, Strategy
Education
Carnegie Mellon University
Bachelor's Degree
Mei Ho, CSM's Advent Software, Inc. Experience March 2007 - Present
Job Senior Manager at Advent Software, Inc.
Industry Computer Software
Experience
Advent Software, Inc March 2007 - Present
ElementSix, LLC July 2006 - Present
Oracle February 2006 - February 2007
Kaiser Permanente December 2003 - February 2006
Advent Software May 1999 - December 2003
Bank of America October 1997 - May 1999
Skills
Scrum, Project Management, Software, Agile Methodologies, SaaS, Enterprise Software, Software Project..., Software Development, Accounting Applications, Requirements Analysis, Agile Project Management, SQL, Cloud Computing, Business Analysis, SOA, SDLC, Testing, Product Management, Databases, XML, Software Quality..., Microsoft SQL Server, Quality Assurance, User Acceptance Testing, Cross-functional Team..., Visio, Business Intelligence, Program Management, Web Services, .NET, IT Strategy, SharePoint
Education
San Francisco State University
BS in Business Administration, Finance and Minor in Computer Business Information
Advent Software, Inc March 2007 - Present
ElementSix, LLC July 2006 - Present
Oracle February 2006 - February 2007
Kaiser Permanente December 2003 - February 2006
Advent Software May 1999 - December 2003
Bank of America October 1997 - May 1999
Skills
Scrum, Project Management, Software, Agile Methodologies, SaaS, Enterprise Software, Software Project..., Software Development, Accounting Applications, Requirements Analysis, Agile Project Management, SQL, Cloud Computing, Business Analysis, SOA, SDLC, Testing, Product Management, Databases, XML, Software Quality..., Microsoft SQL Server, Quality Assurance, User Acceptance Testing, Cross-functional Team..., Visio, Business Intelligence, Program Management, Web Services, .NET, IT Strategy, SharePoint
Education
San Francisco State University
BS in Business Administration, Finance and Minor in Computer Business Information
Dennis Sheckler's Advent Software, Inc. Experience January 1998 - October 2003
Job Chief Technologist, Investment Systems at Vestmark, Inc.
Industry Computer Software
Experience
Vestmark, Inc. November 2003 - Present
Advent Software, Inc. January 1998 - October 2003
Thomson Financial October 1986 - December 1997
Education
Harvard Business School 1979 — 1981
MBA, Investment Management and Finance
Massachusetts Institute of Technology
SB, Computer Science and Engineering
Vestmark, Inc. November 2003 - Present
Advent Software, Inc. January 1998 - October 2003
Thomson Financial October 1986 - December 1997
Education
Harvard Business School 1979 — 1981
MBA, Investment Management and Finance
Massachusetts Institute of Technology
SB, Computer Science and Engineering
Benoit Marsot's Advent Software, Inc. Experience April 2006 - May 2013
Job Senior Developer R&D at Medsphere Systems Corporation
Industry Computer Software
Experience
Medsphere Systems Corporation May 2013 - Present
Advent software inc April 2006 - May 2013
MechanicNet Group, Inc April 2005 - April 2006
Pubnet June 2003 - March 2005
Interactivate February 2002 - June 2003
Headlamp June 1999 - February 2002
ALAPI June 1998 - June 1999
Icon International June 1997 - June 1998
Icon Medialab 1997 - 1998
PUBNET April 1995 - April 1997
Skills
Perl, C#, .NET, Python, MySQL, Java, SQL, Linux, C++, PHP, SOAP, ASP, Web Services, Visual Studio, Software Development, XML, ASP.NET, JavaScript, Microsoft SQL Server, Databases, Unix, OOP, Software Design, Visual Basic, Integration, Architecture, UML, XSLT, Enterprise Software, Agile Methodologies, Web Development, Oracle, HTML, Open Source, Scrum, PL/SQL, Programming
Education
UCSD, La Jolla, Ca, US 2000 — 2001
Organic Chemistry
Laval University 1992 — 1995
Bach, software engenering
Laval University 1989 — 1991
Minor, Physic
Medsphere Systems Corporation May 2013 - Present
Advent software inc April 2006 - May 2013
MechanicNet Group, Inc April 2005 - April 2006
Pubnet June 2003 - March 2005
Interactivate February 2002 - June 2003
Headlamp June 1999 - February 2002
ALAPI June 1998 - June 1999
Icon International June 1997 - June 1998
Icon Medialab 1997 - 1998
PUBNET April 1995 - April 1997
Skills
Perl, C#, .NET, Python, MySQL, Java, SQL, Linux, C++, PHP, SOAP, ASP, Web Services, Visual Studio, Software Development, XML, ASP.NET, JavaScript, Microsoft SQL Server, Databases, Unix, OOP, Software Design, Visual Basic, Integration, Architecture, UML, XSLT, Enterprise Software, Agile Methodologies, Web Development, Oracle, HTML, Open Source, Scrum, PL/SQL, Programming
Education
UCSD, La Jolla, Ca, US 2000 — 2001
Organic Chemistry
Laval University 1992 — 1995
Bach, software engenering
Laval University 1989 — 1991
Minor, Physic
Joseph Veigel's Advent Software, Inc. Experience 1999 - 2004
Job Senior Technical Business Analyst at Moore Capital Management
Industry Investment Management
Experience
Moore Capital Management 2004 - Present
Advent Software, Inc. 1999 - 2004
PricewaterhouseCoopers 1997 - 1999
Computer Sciences Corporation 1995 - 1997
Skills
Fixed Income, Fund Administration, Advent, Prime Brokerage, Hedge Funds, Axys, Equities, Middle Office, Trading Systems, Back Office, Alternative Investments, Bloomberg, Market Data, FX Options, Derivatives
Education
Rowan University 1990 — 1995
Bachelor of Science, Finance, Accounting
Moore Capital Management 2004 - Present
Advent Software, Inc. 1999 - 2004
PricewaterhouseCoopers 1997 - 1999
Computer Sciences Corporation 1995 - 1997
Skills
Fixed Income, Fund Administration, Advent, Prime Brokerage, Hedge Funds, Axys, Equities, Middle Office, Trading Systems, Back Office, Alternative Investments, Bloomberg, Market Data, FX Options, Derivatives
Education
Rowan University 1990 — 1995
Bachelor of Science, Finance, Accounting
Efren Serra's Advent Software, Inc. Experience August 2004 - November 2004
Job Physical Scientist at the Naval Research Laboratory, Marine Meteorology Division
Industry Computer Software
Experience
Naval Research Laboratory, Marine Meteorology Division, Monterey, CA October 2007 - Present
PSI, Inc. August 2005 - October 2007
Advent Software, Inc. August 2004 - November 2004
Renesas Technology Corp. February 2003 - May 2004
Advent Software 2004 - 2004
Sun Microsystems, Inc. May 2000 - November 2002
Skills
Web Services, Perl, C++, Unix, C, Software Development, Java, Linux, Shell Scripting, Object Oriented Design, Python, XML, Subversion, UML, C#
Education
University of Nebraska at Omaha 1996 — 1999
Masters of Science, Computer Science
University of Nebraska-Lincoln 1992 — 1996
Masters of Science, Physics
Iowa State University 1987 — 1991
Bachelor of Science, Physics and Mathematics
Naval Research Laboratory, Marine Meteorology Division, Monterey, CA October 2007 - Present
PSI, Inc. August 2005 - October 2007
Advent Software, Inc. August 2004 - November 2004
Renesas Technology Corp. February 2003 - May 2004
Advent Software 2004 - 2004
Sun Microsystems, Inc. May 2000 - November 2002
Skills
Web Services, Perl, C++, Unix, C, Software Development, Java, Linux, Shell Scripting, Object Oriented Design, Python, XML, Subversion, UML, C#
Education
University of Nebraska at Omaha 1996 — 1999
Masters of Science, Computer Science
University of Nebraska-Lincoln 1992 — 1996
Masters of Science, Physics
Iowa State University 1987 — 1991
Bachelor of Science, Physics and Mathematics
Jason Guthrie's Advent Software, Inc. Experience September 2006 - October 2007
Job Director of Operations
Industry Financial Services
Experience
Franklin Street Partners March 2013 - Present
Advent Software January 2012 - March 2013
Advent Software January 2011 - January 2012
Franklin Street Partners October 2007 - December 2010
Advent Software, Inc. September 2006 - October 2007
Cherokee Investment Partners January 2006 - September 2006
Red Hat May 2005 - August 2005
Schwab Performance Technologies October 1997 - August 2004
Skills
Portfolio Management, Financial Services, Hedge Funds, Asset Management, Equities, Fixed Income, Alternative Investments, Asset Allocation, Wealth Management, Mutual Funds, Investments, Investment Management, Trading Systems, Securities, Business Analysis
Education
North Carolina State University - College of Management 2004 — 2006
MBA, Finance
Campbell University 1993 — 1996
BS, Mathematics
Franklin Street Partners March 2013 - Present
Advent Software January 2012 - March 2013
Advent Software January 2011 - January 2012
Franklin Street Partners October 2007 - December 2010
Advent Software, Inc. September 2006 - October 2007
Cherokee Investment Partners January 2006 - September 2006
Red Hat May 2005 - August 2005
Schwab Performance Technologies October 1997 - August 2004
Skills
Portfolio Management, Financial Services, Hedge Funds, Asset Management, Equities, Fixed Income, Alternative Investments, Asset Allocation, Wealth Management, Mutual Funds, Investments, Investment Management, Trading Systems, Securities, Business Analysis
Education
North Carolina State University - College of Management 2004 — 2006
MBA, Finance
Campbell University 1993 — 1996
BS, Mathematics
Troy Bennett's Advent Software, Inc. Experience August 2008 - October 2010
Job Application Engineer/Business Analyst
Industry Computer Software
Experience
Advent Software October 2010 - Present
Advent Software, Inc. August 2008 - October 2010
Advent Software, Inc. August 2006 - August 2008
Advent Software, Inc. July 2000 - August 2006
Skills
Integration, SaaS, Databases, Program Management, Enterprise Software, Technical Support, SQL, Project Planning, Training, Agile Methodologies, Software Project..., Requirements Analysis, Cross-functional Team..., Cloud Computing, Unix, XML, Project Management, Software Documentation, Troubleshooting, C#, Java, Python, Web Technologies, Android Development
Education
University of California, Berkeley 1996 — 2000
BA, Architecture
Advent Software October 2010 - Present
Advent Software, Inc. August 2008 - October 2010
Advent Software, Inc. August 2006 - August 2008
Advent Software, Inc. July 2000 - August 2006
Skills
Integration, SaaS, Databases, Program Management, Enterprise Software, Technical Support, SQL, Project Planning, Training, Agile Methodologies, Software Project..., Requirements Analysis, Cross-functional Team..., Cloud Computing, Unix, XML, Project Management, Software Documentation, Troubleshooting, C#, Java, Python, Web Technologies, Android Development
Education
University of California, Berkeley 1996 — 2000
BA, Architecture
Brian Roberti's Advent Software, Inc. Experience 2004 - February 2005
Job President at G2 FinTech
Industry Financial Services
Experience
G2 FinTech February 2014 - Present
G2 FinTech October 2011 - Present
G2 Systems, LLC February 2010 - October 2011
Marketcetera November 2008 - December 2009
EdgeTrade Inc. March 2006 - February 2008
Advent Software, Inc. 2004 - February 2005
Advent Software, Inc. February 1995 - 2004
IBM 1981 - 1991
Skills
Sales, Sales Process, Sales Coach, Sales Management, Team Leadership, Business Development, Hedge Funds, Alternative Investments, Financial Technology, Tax Analysis Software, Portfolio Management..., Trading Systems, Enterprise Software, SaaS, Strategic Partnerships, Cloud Computing, Financial Services, Investments, Marketing, Equity Trading, Leadership, Securities, Options, Entrepreneurship, Management, Project Portfolio..., Bloomberg, Strategy, Mergers & Acquisitions, Sales Operations, Emerging Markets
Education
State University of New York at Albany
Bachelor of Science (BS), Mathematics
G2 FinTech February 2014 - Present
G2 FinTech October 2011 - Present
G2 Systems, LLC February 2010 - October 2011
Marketcetera November 2008 - December 2009
EdgeTrade Inc. March 2006 - February 2008
Advent Software, Inc. 2004 - February 2005
Advent Software, Inc. February 1995 - 2004
IBM 1981 - 1991
Skills
Sales, Sales Process, Sales Coach, Sales Management, Team Leadership, Business Development, Hedge Funds, Alternative Investments, Financial Technology, Tax Analysis Software, Portfolio Management..., Trading Systems, Enterprise Software, SaaS, Strategic Partnerships, Cloud Computing, Financial Services, Investments, Marketing, Equity Trading, Leadership, Securities, Options, Entrepreneurship, Management, Project Portfolio..., Bloomberg, Strategy, Mergers & Acquisitions, Sales Operations, Emerging Markets
Education
State University of New York at Albany
Bachelor of Science (BS), Mathematics
Brian Justice's Advent Software, Inc. Experience January 2006 - January 2009
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
Lynn Nakamura's Advent Software, Inc. Experience December 2007 - October 2012
Job Senior Technical Support Engineer at Marketo
Industry Information Technology and Services
Experience
Advent Software January 2012 - January 2013
Advent Software Inc December 2007 - October 2012
Advent Software September 2005 - December 2007
Xilinx January 2000 - January 2004
Trimble June 1999 - August 1999
Skills
SQL, Software Documentation, Testing, Integration, Databases, Custom Software, Troubleshooting, SaaS, Project Management, Technical Support, Pre-sales, Analysis, Quality Assurance, SSRS, Automation, Scripting, Custom Solution..., Validation, Java, Microsoft SQL Server, Salesforce.com, Bug Tracking, PHP, HTML, Management
Education
University of California, Davis 1995 — 2000
BS, Computer Engineering
Advent Software January 2012 - January 2013
Advent Software Inc December 2007 - October 2012
Advent Software September 2005 - December 2007
Xilinx January 2000 - January 2004
Trimble June 1999 - August 1999
Skills
SQL, Software Documentation, Testing, Integration, Databases, Custom Software, Troubleshooting, SaaS, Project Management, Technical Support, Pre-sales, Analysis, Quality Assurance, SSRS, Automation, Scripting, Custom Solution..., Validation, Java, Microsoft SQL Server, Salesforce.com, Bug Tracking, PHP, HTML, Management
Education
University of California, Davis 1995 — 2000
BS, Computer Engineering
Jim Worster's Advent Software, Inc. Experience April 1997 - Present
Job Software Engineer at Advent Software, Inc.
Industry Computer Software
Experience
Advent Software, Inc. April 1997 - Present
Jamba Juice September 1993 - February 1997
Skills
Agile Methodologies, Enterprise Software, Software Development, Microsoft SQL Server, Web Services, ASP.NET MVC, .NET, Databases, JavaScript, Splunk, SQL, SaaS, Scrum, C#, T-SQL, HTML, CSS, TFS, XML, Requirements Analysis, Agile Project Management
Education
California Polytechnic State University-San Luis Obispo 1989 — 1993
Bachelor of Science (BS), Environmental Science
Advent Software, Inc. April 1997 - Present
Jamba Juice September 1993 - February 1997
Skills
Agile Methodologies, Enterprise Software, Software Development, Microsoft SQL Server, Web Services, ASP.NET MVC, .NET, Databases, JavaScript, Splunk, SQL, SaaS, Scrum, C#, T-SQL, HTML, CSS, TFS, XML, Requirements Analysis, Agile Project Management
Education
California Polytechnic State University-San Luis Obispo 1989 — 1993
Bachelor of Science (BS), Environmental Science
Vikrant (Vik) Patankar's Advent Software, Inc. Experience August 2006 - December 2011
Job Sr. Software Engineer at Advent Software
Industry Information Technology and Services
Experience
Advent Software April 2014 - Present
Advent Software December 2011 - Present
Advent Software Inc August 2006 - December 2011
S2 Technologies Inc January 2005 - August 2006
Skills
Perl, C++, Java, C, Software Development, .NET, Unix, Agile Methodologies, SQL, Linux, C#, Microsoft SQL Server, Subversion, SSRS, Enterprise Software, Databases, JIRA, RSL, RDL, Bugzilla, Bug Tracking, Sed, Awk, Unix Shell Scripting, Csh, Bash, Automated Software..., Test Planning
Education
Portland State University 2002 — 2004
Master of Science, Electrical and Computer Engineering
Vishwakarma Institute of Technology 1997 — 2001
Bachelor of Engineering, Electronics Engineering
Advent Software April 2014 - Present
Advent Software December 2011 - Present
Advent Software Inc August 2006 - December 2011
S2 Technologies Inc January 2005 - August 2006
Skills
Perl, C++, Java, C, Software Development, .NET, Unix, Agile Methodologies, SQL, Linux, C#, Microsoft SQL Server, Subversion, SSRS, Enterprise Software, Databases, JIRA, RSL, RDL, Bugzilla, Bug Tracking, Sed, Awk, Unix Shell Scripting, Csh, Bash, Automated Software..., Test Planning
Education
Portland State University 2002 — 2004
Master of Science, Electrical and Computer Engineering
Vishwakarma Institute of Technology 1997 — 2001
Bachelor of Engineering, Electronics Engineering
Anne Scherr's Advent Software, Inc. Experience October 1990 - December 2005
Job Portfolio Administrator, Advent Operations
Industry Financial Services
Experience
Private Wealth Partners, LLC February 2006 - May 2008
Advent Software, Inc. October 1990 - December 2005
Education
University of Connecticut 1979 — 1983
Private Wealth Partners, LLC February 2006 - May 2008
Advent Software, Inc. October 1990 - December 2005
Education
University of Connecticut 1979 — 1983
Chris Bendixen's Advent Software, Inc. Experience October 1997 - June 2003
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
Justin Warner's Advent Software, Inc. Experience June 2002 - Present
Job Vice President, Development at Advent Software, Inc.
Industry Computer Software
Experience
Advent Software, Inc. June 2002 - Present
TenFold Corp. 1996 - 2001
Skills
Software Project..., SaaS, Cloud Computing, Trading Systems, Enterprise Software, Business Analysis, Agile Methodologies, Product Management, Software Development, Integration, Salesforce.com, Enterprise Architecture, Asset Management, Team Management, Mobile Product..., C#, XML
Education
Caltech 1991 — 1995
Advent Software, Inc. June 2002 - Present
TenFold Corp. 1996 - 2001
Skills
Software Project..., SaaS, Cloud Computing, Trading Systems, Enterprise Software, Business Analysis, Agile Methodologies, Product Management, Software Development, Integration, Salesforce.com, Enterprise Architecture, Asset Management, Team Management, Mobile Product..., C#, XML
Education
Caltech 1991 — 1995
Andrew Montelibano's Advent Software, Inc. Experience September 2006 - Present
Job Sr. Revenue Accountant at Advent Software Inc.
Industry Computer Software
Experience
Advent Software Inc. September 2006 - Present
Advent Software Inc. August 2002 - September 2006
Kintana Inc. June 2001 - June 2002
Polycom Inc. March 2000 - June 2001
Advanced Micro Devices November 1999 - March 2000
Siemens ICN April 1998 - October 1999
Monterey Mushrooms June 1994 - March 1998
Monterey Mushrooms April 1993 - June 1994
Arthur Andersen & Co. July 1990 - April 1993
Skills
Accounting, Finance, Financial Analysis, Sarbanes-Oxley Act, Process Improvement, Financial Reporting, Variance Analysis, Hyperion Enterprise, Revenue Recognition, Essbase, Management, SaaS, SEC filings
Education
Santa Clara University 1987 — 1990
Advent Software Inc. September 2006 - Present
Advent Software Inc. August 2002 - September 2006
Kintana Inc. June 2001 - June 2002
Polycom Inc. March 2000 - June 2001
Advanced Micro Devices November 1999 - March 2000
Siemens ICN April 1998 - October 1999
Monterey Mushrooms June 1994 - March 1998
Monterey Mushrooms April 1993 - June 1994
Arthur Andersen & Co. July 1990 - April 1993
Skills
Accounting, Finance, Financial Analysis, Sarbanes-Oxley Act, Process Improvement, Financial Reporting, Variance Analysis, Hyperion Enterprise, Revenue Recognition, Essbase, Management, SaaS, SEC filings
Education
Santa Clara University 1987 — 1990
Amy Callahan McHugh's Advent Software, Inc. Experience January 1996 - April 1998
Job Marketing Consultant
Industry Marketing and Advertising
Experience
Cisco Systems, Inc September 2002 - July 2009
Symantec Corporation November 2006 - January 2007
BEA Systems, Inc April 2006 - August 2006
Affymetrix September 2002 - November 2003
IDG Executive Forums January 2001 - July 2002
Netscape/AOL September 2000 - December 2000
Medscape, Inc December 1999 - September 2000
Netscape Communications Corp April 1998 - September 1999
Advent Software, Inc January 1996 - April 1998
Foote, Cone & Belding July 1994 - December 1995
Skills
Demand Generation, Lead Generation, Segmentation, Integrated Marketing, Event Management, Virtual Events, Marketing Communications, Marketing Strategy, Direct Marketing, Multi-channel Marketing, Strategic Partnerships, Go-to-market Strategy, Cross-functional..., Cross-functional Team..., Email Marketing, Marketing Automation, Marketing, Team Facilitation, B2B Marketing, Enterprise Software, Corporate Events
Education
Menlo School
San Jose State University
B.A.
Cisco Systems, Inc September 2002 - July 2009
Symantec Corporation November 2006 - January 2007
BEA Systems, Inc April 2006 - August 2006
Affymetrix September 2002 - November 2003
IDG Executive Forums January 2001 - July 2002
Netscape/AOL September 2000 - December 2000
Medscape, Inc December 1999 - September 2000
Netscape Communications Corp April 1998 - September 1999
Advent Software, Inc January 1996 - April 1998
Foote, Cone & Belding July 1994 - December 1995
Skills
Demand Generation, Lead Generation, Segmentation, Integrated Marketing, Event Management, Virtual Events, Marketing Communications, Marketing Strategy, Direct Marketing, Multi-channel Marketing, Strategic Partnerships, Go-to-market Strategy, Cross-functional..., Cross-functional Team..., Email Marketing, Marketing Automation, Marketing, Team Facilitation, B2B Marketing, Enterprise Software, Corporate Events
Education
Menlo School
San Jose State University
B.A.
tsu-wei weng's Advent Software, Inc. Experience May 2000 - Present
Job Member of Technical Staff at Advent Software
Industry Computer Software
Experience
advent software inc May 2000 - Present
Skills
Agile Methodologies, Software Development, Java, Software Engineering, C++, C#, Unix, Enterprise Software, Scrum
Education
University of California, Berkeley 1997 — 2000
BA, Computer Science
advent software inc May 2000 - Present
Skills
Agile Methodologies, Software Development, Java, Software Engineering, C++, C#, Unix, Enterprise Software, Scrum
Education
University of California, Berkeley 1997 — 2000
BA, Computer Science
Ben Tan's Advent Software, Inc. Experience January 2009 - August 2011
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
Ganesan Arunachalam's Advent Software, Inc. Experience November 1997 - Present
Job Senior Software Engineer at Advent Software
Industry Computer Software
Experience
Advent Software Inc November 1997 - Present
Data Exchange Inc. November 1994 - June 1997
Skills
Agile Methodologies, Data Warehousing, C#, Databases, Software Engineering, Data Modeling, Software Development, Web Services, C, Scrum
Education
Stevens Institute of Technology 1991 — 1994
MS, Computer Science
Bharathiar University 1986 — 1990
MAMHSS
Advent Software Inc November 1997 - Present
Data Exchange Inc. November 1994 - June 1997
Skills
Agile Methodologies, Data Warehousing, C#, Databases, Software Engineering, Data Modeling, Software Development, Web Services, C, Scrum
Education
Stevens Institute of Technology 1991 — 1994
MS, Computer Science
Bharathiar University 1986 — 1990
MAMHSS
Liz Miceli's Advent Software, Inc. Experience April 2001 - November 2001
Job Business Analyst / Contractor at E*TRADE Financial Corporation
Industry Computer Software
Experience
E*TRADE Financial Corporation October 2014 - Present
SunGard November 2011 - January 2014
StayinFront April 2009 - January 2010
Credit-Suisse March 2008 - October 2008
Netik, LLC April 2007 - January 2008
Lehman Brothers November 2004 - August 2006
Allianz Dresdner Asset Management January 2002 - October 2004
Advent Software, Inc April 2001 - November 2001
Kana Communications August 2000 - January 2001
Citibank, NA November 1997 - August 2000
Skills
Hedge Funds, Software Project..., Business Analysis, Data Warehousing, Agile, Microsoft SQL Server, Databases, Agile Methodologies, Integration, SDLC, Data Modeling, Quality Assurance, ETL, Oracle
Education
Central Connecticut State University 1986 — 1991
E*TRADE Financial Corporation October 2014 - Present
SunGard November 2011 - January 2014
StayinFront April 2009 - January 2010
Credit-Suisse March 2008 - October 2008
Netik, LLC April 2007 - January 2008
Lehman Brothers November 2004 - August 2006
Allianz Dresdner Asset Management January 2002 - October 2004
Advent Software, Inc April 2001 - November 2001
Kana Communications August 2000 - January 2001
Citibank, NA November 1997 - August 2000
Skills
Hedge Funds, Software Project..., Business Analysis, Data Warehousing, Agile, Microsoft SQL Server, Databases, Agile Methodologies, Integration, SDLC, Data Modeling, Quality Assurance, ETL, Oracle
Education
Central Connecticut State University 1986 — 1991
Walter Jimenez's Advent Software, Inc. Experience October 2007 - March 2011
Job Renewals Specialist at Advent Software Inc
Industry Computer Software
Experience
Advent Software April 2011 - Present
Advent Software Inc October 2007 - March 2011
Skills
Contract Negotiations, Software Licensing and..., Business Relationship..., Sales, Customer Service, Salesforce.com, Contract Negotiation, International Business, Renewal Retention, Support Services Sales..., Oracle E-Business Suite, SaaS, Solution Selling, Portfolio Management, Sales Operations, CRM, Sales Process, Professional Services, Management, Cloud Computing, Business Analysis, Product Management, Strategy, Enterprise Software
Education
University of California, Davis 2000 — 2004
BA, Political Science and History
Advent Software April 2011 - Present
Advent Software Inc October 2007 - March 2011
Skills
Contract Negotiations, Software Licensing and..., Business Relationship..., Sales, Customer Service, Salesforce.com, Contract Negotiation, International Business, Renewal Retention, Support Services Sales..., Oracle E-Business Suite, SaaS, Solution Selling, Portfolio Management, Sales Operations, CRM, Sales Process, Professional Services, Management, Cloud Computing, Business Analysis, Product Management, Strategy, Enterprise Software
Education
University of California, Davis 2000 — 2004
BA, Political Science and History
Chris Ornellas's Advent Software, Inc. Experience January 2000 - June 2002
Job Regional Account Manager at Ygrene
Industry Banking
Experience
Ygrene Energy Fund May 2015 - Present
Insperity July 2011 - April 2015
M CAPITAL FUNDING December 2006 - August 2010
THE CIT GROUP May 2002 - November 2006
ADVENT SOFTWARE INC January 2000 - June 2002
PACIFIC CAPITAL January 1996 - December 1999
Courtesy Funding January 1991 - January 1996
Skills
New Business Development, Loans, Sales Operations, Sales, Management, Real Estate, Finance, Credit, B2B, Marketing, Selling, Underwriting, Salesforce.com, Business Development, Customer Retention, Account Management, Sales Management
Education
CALIFORNIA STATE UNIVERSITY
Bachelor of Science, Business Administration; Finance
California State University-Chico
Bachelor of Science (B.S.), Finance
Ygrene Energy Fund May 2015 - Present
Insperity July 2011 - April 2015
M CAPITAL FUNDING December 2006 - August 2010
THE CIT GROUP May 2002 - November 2006
ADVENT SOFTWARE INC January 2000 - June 2002
PACIFIC CAPITAL January 1996 - December 1999
Courtesy Funding January 1991 - January 1996
Skills
New Business Development, Loans, Sales Operations, Sales, Management, Real Estate, Finance, Credit, B2B, Marketing, Selling, Underwriting, Salesforce.com, Business Development, Customer Retention, Account Management, Sales Management
Education
CALIFORNIA STATE UNIVERSITY
Bachelor of Science, Business Administration; Finance
California State University-Chico
Bachelor of Science (B.S.), Finance
Kent Lawson's Advent Software, Inc. Experience 1999 - 2004
Job Board Member Advent Users Group
Industry Investment Banking
Experience
Advent Users Group January 2013 - Present
Longview Asset Management May 2006 - Present
Henry Crown & Co - Longview Asset Management 2006 - Present
Quartus Insource August 2003 - August 2006
Advent Software, Inc. 1999 - 2004
Skills
Family Office, Wealth Management, Asset Managment, Hedge Funds, Investments, Mutual Funds, Portfolio Management, Alternative Investments, Asset Management, Equities, Due Diligence, Trading Systems, Capital Markets, Derivatives, Fixed Income, Banking, Risk Management
Education
Roosevelt University 1987 — 1988
DePaul University 1985 — 1986
Ball State University 1980 — 1985
Advent Users Group January 2013 - Present
Longview Asset Management May 2006 - Present
Henry Crown & Co - Longview Asset Management 2006 - Present
Quartus Insource August 2003 - August 2006
Advent Software, Inc. 1999 - 2004
Skills
Family Office, Wealth Management, Asset Managment, Hedge Funds, Investments, Mutual Funds, Portfolio Management, Alternative Investments, Asset Management, Equities, Due Diligence, Trading Systems, Capital Markets, Derivatives, Fixed Income, Banking, Risk Management
Education
Roosevelt University 1987 — 1988
DePaul University 1985 — 1986
Ball State University 1980 — 1985
Deana Rabbach's Advent Software, Inc. Experience January 2004 - October 2004
Job Program Marketing Manager, CRM
Industry Retail
Experience
Sephora March 2007 - Present
Robert Half International January 2005 - March 2008
Advent Software, Inc. January 2004 - October 2004
Charles Schwab July 2000 - December 2003
Maritz McGettigan 1999 - 2000
Skills
Direct Marketing, Integrated Marketing, Event Planning, E-commerce, CRM, Program Management, Marketing, Management, Contract Negotiation, Budgets, Retail, Social Media Marketing, Customer Service, Event Management, Marketing Strategy, Advertising, Sales
Education
University of California, Los Angeles
BA, Sociology with a specialization in Business Administration
Sephora March 2007 - Present
Robert Half International January 2005 - March 2008
Advent Software, Inc. January 2004 - October 2004
Charles Schwab July 2000 - December 2003
Maritz McGettigan 1999 - 2000
Skills
Direct Marketing, Integrated Marketing, Event Planning, E-commerce, CRM, Program Management, Marketing, Management, Contract Negotiation, Budgets, Retail, Social Media Marketing, Customer Service, Event Management, Marketing Strategy, Advertising, Sales
Education
University of California, Los Angeles
BA, Sociology with a specialization in Business Administration
Andrew Stackhouse's Advent Software, Inc. Experience December 2002 - December 2004
Job Logistics Stackhouse Inc.
Industry Telecommunications
Experience
Twisted Bliss January 2012 - July 2014
Be One Yoga January 2012 - July 2014
Lake Washington School District January 2008 - January 2013
Advent Software Inc. December 2002 - December 2004
Advent Software December 1997 - December 1998
Advent Software April 1997 - December 1997
Mendez Constrtuction October 1992 - January 1997
Skills
SQL, Project Management, Networking, Budgets, Telecommunications, Management, Microsoft SQL Server, Databases, Yoga Teacher, Construction, Education, IT Operations
Education
California Polytechnic State University-San Luis Obispo
Environmental and Systematic Biology
Twisted Bliss January 2012 - July 2014
Be One Yoga January 2012 - July 2014
Lake Washington School District January 2008 - January 2013
Advent Software Inc. December 2002 - December 2004
Advent Software December 1997 - December 1998
Advent Software April 1997 - December 1997
Mendez Constrtuction October 1992 - January 1997
Skills
SQL, Project Management, Networking, Budgets, Telecommunications, Management, Microsoft SQL Server, Databases, Yoga Teacher, Construction, Education, IT Operations
Education
California Polytechnic State University-San Luis Obispo
Environmental and Systematic Biology
Noreen Fortune's Advent Software, Inc. Experience April 2012 - Present
Job Advent Software
Industry Financial Services
Experience
Advent Software, Inc. April 2012 - Present
UC Berkeley September 2008 - May 2010
Skills
Research, PowerPoint, Microsoft Office, Word, Microsoft Word, Microsoft Excel, Coaching, Event Planning, Marketing
Education
San Francisco State University
University of Hawaii at Manoa
Finance
Advent Software, Inc. April 2012 - Present
UC Berkeley September 2008 - May 2010
Skills
Research, PowerPoint, Microsoft Office, Word, Microsoft Word, Microsoft Excel, Coaching, Event Planning, Marketing
Education
San Francisco State University
University of Hawaii at Manoa
Finance
Julie Novak-McSweeney's Advent Software, Inc. Experience February 2011 - Present
Job Senior Instructional Designer at Advent Software, Inc.
Industry Computer Software
Experience
Advent Software, Inc. February 2011 - Present
Advent Software, Inc August 1998 - February 2011
Skills
Software Documentation, RoboHelp, Technical Writing, Online Help, Technical Documentation, FrameMaker, Editing, Technical Communication, SnagIt, Visio, Dreamweaver, Adobe Acrobat, Copy Editing, PowerPoint, Instructional Manuals, Documentation, Agile Methodologies, Camtasia, Enterprise Software
Education
University of Illinois at Urbana-Champaign
Bachelor of Science, Communications
Advent Software, Inc. February 2011 - Present
Advent Software, Inc August 1998 - February 2011
Skills
Software Documentation, RoboHelp, Technical Writing, Online Help, Technical Documentation, FrameMaker, Editing, Technical Communication, SnagIt, Visio, Dreamweaver, Adobe Acrobat, Copy Editing, PowerPoint, Instructional Manuals, Documentation, Agile Methodologies, Camtasia, Enterprise Software
Education
University of Illinois at Urbana-Champaign
Bachelor of Science, Communications
Mai Duong's Advent Software, Inc. Experience July 2011 - October 2011
Job Associate Total Rewards & HR Systems Analyst at Advent Software
Industry Human Resources
Experience
Advent Software October 2014 - Present
Advent Software June 2012 - September 2014
Advent Software March 2012 - June 2012
Advent Software, Inc July 2011 - October 2011
Colgate University November 2010 - May 2011
Advent Software, Inc May 2010 - August 2010
Skills
Research, Statistics, Data Analysis, Administration, Onboarding, Data Entry, Database Administration, Microsoft Office, Outlook, Word, PowerPoint, Excel, Microsoft Word, Recruiting, Community Outreach, Leadership, Nonprofits, Microsoft Excel, Training, Public Speaking, Human Resources, Event Planning
Education
Colgate University 2007 — 2011
Bachelor of Arts (B.A.), Psychology
Advent Software October 2014 - Present
Advent Software June 2012 - September 2014
Advent Software March 2012 - June 2012
Advent Software, Inc July 2011 - October 2011
Colgate University November 2010 - May 2011
Advent Software, Inc May 2010 - August 2010
Skills
Research, Statistics, Data Analysis, Administration, Onboarding, Data Entry, Database Administration, Microsoft Office, Outlook, Word, PowerPoint, Excel, Microsoft Word, Recruiting, Community Outreach, Leadership, Nonprofits, Microsoft Excel, Training, Public Speaking, Human Resources, Event Planning
Education
Colgate University 2007 — 2011
Bachelor of Arts (B.A.), Psychology
Camtu Dinh's Advent Software, Inc. Experience March 1999 - October 2002
Job Accounting & Software Revenues analyst,Insurance Professional
Industry Insurance
Experience
On Lok Inc. 2008 - 2008
PMI Mortgage Insurance Co. June 2003 - November 2007
ADVENT SOFTWARE, INC. March 1999 - October 2002
United Health Care March 1998 - March 1999
Lifeguard Healthcare February 1997 - March 1998
Aetna US Healthcare June 1993 - February 1997
Skills
Customer Service, Medicare, Long-term Care, Insurance, Property & Casualty..., General Insurance, Health Insurance, Casualty, Homeowners, Solomon IV, Oracle..., •Microsoft Excel,..., ICCIS, OPUS, Accounting..., Certificate of..., Certificate of..., for volunteering tutor, Aetna Customer Service..., Certificate of Customer..., Financial Statements, Journal Entries, Tax, Collections, Invoicing, QuickBooks, Accounting, Internal Audit, Auditing
Education
SFSU 1991 — 1994
Bachelor’s Degree, Accounting and Finance
San Francisco State University 1991 — 1994
Bachelor’s Degree, Accounting and Finance
On Lok Inc. 2008 - 2008
PMI Mortgage Insurance Co. June 2003 - November 2007
ADVENT SOFTWARE, INC. March 1999 - October 2002
United Health Care March 1998 - March 1999
Lifeguard Healthcare February 1997 - March 1998
Aetna US Healthcare June 1993 - February 1997
Skills
Customer Service, Medicare, Long-term Care, Insurance, Property & Casualty..., General Insurance, Health Insurance, Casualty, Homeowners, Solomon IV, Oracle..., •Microsoft Excel,..., ICCIS, OPUS, Accounting..., Certificate of..., Certificate of..., for volunteering tutor, Aetna Customer Service..., Certificate of Customer..., Financial Statements, Journal Entries, Tax, Collections, Invoicing, QuickBooks, Accounting, Internal Audit, Auditing
Education
SFSU 1991 — 1994
Bachelor’s Degree, Accounting and Finance
San Francisco State University 1991 — 1994
Bachelor’s Degree, Accounting and Finance
Peggy Maskey's Advent Software, Inc. Experience April 1994 - April 1998
Job
Industry Investment Management
Experience
Dunlap Equity Management, LLC October 2002 - April 2013
Wells Capital Management November 2001 - June 2002
TranSierra Capital (Formerly Hutchinson Richardson Investment Management, LLC) December 1998 - September 2000
McKee Investment Management April 1998 - August 1998
Advent Software, Inc. April 1994 - April 1998
SMG Services - Moscone Center March 1993 - March 1994
Skills
Accounting, Operations, Client Services, Trading, Equities, Compliance, Advent Software, Axys, Hedge Funds, LLC, High Net Worth..., Separate Accounts, Revenue Recognition, Series 7
Education
San Francisco State University
Bachelor of Science (BS), Business Administration - Accounting Emphasis
Dunlap Equity Management, LLC October 2002 - April 2013
Wells Capital Management November 2001 - June 2002
TranSierra Capital (Formerly Hutchinson Richardson Investment Management, LLC) December 1998 - September 2000
McKee Investment Management April 1998 - August 1998
Advent Software, Inc. April 1994 - April 1998
SMG Services - Moscone Center March 1993 - March 1994
Skills
Accounting, Operations, Client Services, Trading, Equities, Compliance, Advent Software, Axys, Hedge Funds, LLC, High Net Worth..., Separate Accounts, Revenue Recognition, Series 7
Education
San Francisco State University
Bachelor of Science (BS), Business Administration - Accounting Emphasis
Hewlett-Packard
SAP
Symantec
Intuit
HP
salesforce.com
Bloomberg LP
Autodesk