Advisor Software
Industry: Software company
DescriptionFounded: 1995 Subsidiaries: Advisor Partners, LLC, Worldlyinvestor.com
Advisor Software List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Advisor Software. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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43 Advisor Software employees in database. Find out everything there's to know about Advisor Software employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Advisor Software Employees
Employee
Years
Job
Industry
Joanna Lipinski Joanna Lipinski's Advisor Software Experience August 1997 - May 1999
Job Founder at fPrime Analytics
Industry Biotechnology
Experience
fPrime Analytics January 2014 - Present
UCSF August 2008 - December 2013
San Francisco State University August 2006 - July 2008
RSA Security February 2004 - March 2006
Aligo October 2003 - February 2004
Naniq Systems October 2001 - August 2003
Nextdoor Networks August 2000 - September 2001
Whappacha, Inc June 1999 - August 2000
Advisor Software August 1997 - May 1999
Business Data Services January 1997 - August 1997
Skills
Biology, Bioinformatics, Computational Biology, Machine Learning, Mathematical Modeling, Physiology, Java, Algorithms, Network Inference, Stochastic Simulation, Matlab, Systems Biology, Single Cell Analysis, C/C++, Flow Cytometry, Molecular Biology, SQL, HTML, Microscopy, Biotechnology, Python, R
Education
University of California, San Francisco 2008 — 2013
Doctor of Philosophy (Ph.D.), Bioinformatics
San Francisco State University 2006 — 2008
MS, Physiology and Behavioral Biology
University of Illinois at Urbana-Champaign 1992 — 1996
BS, Computer Science
fPrime Analytics January 2014 - Present
UCSF August 2008 - December 2013
San Francisco State University August 2006 - July 2008
RSA Security February 2004 - March 2006
Aligo October 2003 - February 2004
Naniq Systems October 2001 - August 2003
Nextdoor Networks August 2000 - September 2001
Whappacha, Inc June 1999 - August 2000
Advisor Software August 1997 - May 1999
Business Data Services January 1997 - August 1997
Skills
Biology, Bioinformatics, Computational Biology, Machine Learning, Mathematical Modeling, Physiology, Java, Algorithms, Network Inference, Stochastic Simulation, Matlab, Systems Biology, Single Cell Analysis, C/C++, Flow Cytometry, Molecular Biology, SQL, HTML, Microscopy, Biotechnology, Python, R
Education
University of California, San Francisco 2008 — 2013
Doctor of Philosophy (Ph.D.), Bioinformatics
San Francisco State University 2006 — 2008
MS, Physiology and Behavioral Biology
University of Illinois at Urbana-Champaign 1992 — 1996
BS, Computer Science
Daron Smith Daron Smith's Advisor Software Experience 2014 - 2015
Job Vice President, Global Sales
Industry Information Technology and Services
Experience
mPath 2015 - Present
Advisor Software 2014 - 2015
SAP 2013 - 2014
Appcelerator 2011 - 2013
Advisor Software 2003 - 2011
Clarify, a Nortel Networks Company 2000 - 2002
Bloomberg 1998 - 2000
Skills
Enterprise Software, SaaS, Cloud Computing, Leadership, Sales Management, Mobile Applications, CRM, Management, Strategic Partnerships, Strategy, Big Data Analytics, ERP, PaaS, APIs, Business Development, Mobile Technology, Go-to-market Strategy, Start-ups, FinTech, Entrepreneurship, Salesforce.com, SAP, Solution Selling, Product Management
Education
University of California, Los Angeles
Bachelor’s Degree
Santa Clara University
Master of Business Administration (M.B.A.)
Stanford University Graduate School of Business
Executive Education
mPath 2015 - Present
Advisor Software 2014 - 2015
SAP 2013 - 2014
Appcelerator 2011 - 2013
Advisor Software 2003 - 2011
Clarify, a Nortel Networks Company 2000 - 2002
Bloomberg 1998 - 2000
Skills
Enterprise Software, SaaS, Cloud Computing, Leadership, Sales Management, Mobile Applications, CRM, Management, Strategic Partnerships, Strategy, Big Data Analytics, ERP, PaaS, APIs, Business Development, Mobile Technology, Go-to-market Strategy, Start-ups, FinTech, Entrepreneurship, Salesforce.com, SAP, Solution Selling, Product Management
Education
University of California, Los Angeles
Bachelor’s Degree
Santa Clara University
Master of Business Administration (M.B.A.)
Stanford University Graduate School of Business
Executive Education
Chris Draper Chris Draper's Advisor Software Experience September 2013 - September 2014
Job Disputes Operations at Square
Industry Internet
Experience
Advisor Software September 2013 - September 2014
eCO2Market July 2011 - March 2012
AppTurbo 2012 - 2012
Enablon March 2011 - May 2011
Construction Specialties UK Ltd September 2010 - January 2011
Apple October 2008 - January 2010
City and County of Denver June 2008 - February 2009
Skills
Management, Business Development, Start-ups, Carbon Markets, Business Strategy, International Sales, Public Speaking, Team Leadership, Carbon, Sustainable Development, Carbon Management, Leadership, Sustainability, Strategic Partnerships, Environmental Awareness, Entrepreneurship, Mobile Marketing, Analysis, Renewable Energy, Strategic Planning, Mobile Applications, Market Research, New Business Development, ArcGIS, QGIS
Education
ESCP Europe 2010 — 2012
Master in Business and Management
University of Denver 2004 — 2008
Geography
Crystal Springs Uplands School 2000 — 2004
Advisor Software September 2013 - September 2014
eCO2Market July 2011 - March 2012
AppTurbo 2012 - 2012
Enablon March 2011 - May 2011
Construction Specialties UK Ltd September 2010 - January 2011
Apple October 2008 - January 2010
City and County of Denver June 2008 - February 2009
Skills
Management, Business Development, Start-ups, Carbon Markets, Business Strategy, International Sales, Public Speaking, Team Leadership, Carbon, Sustainable Development, Carbon Management, Leadership, Sustainability, Strategic Partnerships, Environmental Awareness, Entrepreneurship, Mobile Marketing, Analysis, Renewable Energy, Strategic Planning, Mobile Applications, Market Research, New Business Development, ArcGIS, QGIS
Education
ESCP Europe 2010 — 2012
Master in Business and Management
University of Denver 2004 — 2008
Geography
Crystal Springs Uplands School 2000 — 2004
Benjamin Haber's Advisor Software Experience June 2015 - August 2015
Job J.D. Candidate
Industry Law Practice
Experience
UC Hastings College of the Law May 2015 - Present
Hastings Law Journal, Vol. 67 April 2015 - Present
Advisor Software June 2015 - August 2015
San Francisco Superior Court January 2015 - April 2015
SAG-AFTRA June 2014 - July 2014
Fink & Steinberg April 2012 - August 2013
Skills
Legal Writing, Westlaw, Lexis, Employment Law, Legal Research, Mediation, Research, Corporate Law, Public Speaking, Intellectual Property, Microsoft Office, LexisNexis
Education
UC Hastings College of the Law 2013 — 2016
UCLA 2008 — 2012
Bachelor's Degree, Political Science / Public Policy
UC Hastings College of the Law May 2015 - Present
Hastings Law Journal, Vol. 67 April 2015 - Present
Advisor Software June 2015 - August 2015
San Francisco Superior Court January 2015 - April 2015
SAG-AFTRA June 2014 - July 2014
Fink & Steinberg April 2012 - August 2013
Skills
Legal Writing, Westlaw, Lexis, Employment Law, Legal Research, Mediation, Research, Corporate Law, Public Speaking, Intellectual Property, Microsoft Office, LexisNexis
Education
UC Hastings College of the Law 2013 — 2016
UCLA 2008 — 2012
Bachelor's Degree, Political Science / Public Policy
Vinicius Santana's Advisor Software Experience February 2015 - Present
Job Frontend Developer at Advisor Software
Industry Internet
Experience
Advisor Software February 2015 - Present
DaTerra Web January 2010 - January 2015
Shockmidia Web Solutions 2003 - 2009
Brazil Explore Magazine 2005 - 2006
NetGo - NetSpace 2000 - 2001
Graffite Computacao 1999 - 2000
Skills
PHP, JavaScript, HTML 5, SASS, Backbone.js, RequireJS, Underscore.js, CSS, Highcharts, Brazilian Portuguese, MySQL, MVC, Laravel, Web Development, Symfony, Wordpress, Databases, Social Media Marketing, Website Development, Web Design, SEO, Web Analytics, Node.js, jQuery, Management, LESS, Social Media, Online Advertising, E-commerce, User Experience, Entrepreneurship, HTML, Web 2.0, Social Networking, Strategic Planning, Sales, CSS3, Bash, Project Management, Marketing, Java, Python, HTML5, Communication
Education
Pontifica Universidade Catolica de Goias 1999 — 2003
Computer Science, Web
City College of San Francisco
Computer Science
Colegio Campus
Colegio Mega
Colegio Nova Opcao
Gotinhas do Saber
Advisor Software February 2015 - Present
DaTerra Web January 2010 - January 2015
Shockmidia Web Solutions 2003 - 2009
Brazil Explore Magazine 2005 - 2006
NetGo - NetSpace 2000 - 2001
Graffite Computacao 1999 - 2000
Skills
PHP, JavaScript, HTML 5, SASS, Backbone.js, RequireJS, Underscore.js, CSS, Highcharts, Brazilian Portuguese, MySQL, MVC, Laravel, Web Development, Symfony, Wordpress, Databases, Social Media Marketing, Website Development, Web Design, SEO, Web Analytics, Node.js, jQuery, Management, LESS, Social Media, Online Advertising, E-commerce, User Experience, Entrepreneurship, HTML, Web 2.0, Social Networking, Strategic Planning, Sales, CSS3, Bash, Project Management, Marketing, Java, Python, HTML5, Communication
Education
Pontifica Universidade Catolica de Goias 1999 — 2003
Computer Science, Web
City College of San Francisco
Computer Science
Colegio Campus
Colegio Mega
Colegio Nova Opcao
Gotinhas do Saber
Will Corning Will Corning's Advisor Software Experience 2000 - 2002
Job Educator at Antioch Unified School District
Industry Education Management
Experience
Antioch Unified School District August 2005 - Present
Yuba City Unified School District August 2003 - June 2005
Advisor Software 2000 - 2002
Skills
Curriculum Design, Curriculum Development, Educational Leadership, Classroom, Teaching, Tutoring, Lesson Planning, Classroom Management, Differentiated..., K-12, Literacy
Education
University of Chicago 1994 — 1998
Science Masters, Organismal Biology and Anatomy
UCSB 1990 — 1993
Bachelors of Arts, Biology
Antioch Unified School District August 2005 - Present
Yuba City Unified School District August 2003 - June 2005
Advisor Software 2000 - 2002
Skills
Curriculum Design, Curriculum Development, Educational Leadership, Classroom, Teaching, Tutoring, Lesson Planning, Classroom Management, Differentiated..., K-12, Literacy
Education
University of Chicago 1994 — 1998
Science Masters, Organismal Biology and Anatomy
UCSB 1990 — 1993
Bachelors of Arts, Biology
Soudipta Das Soudipta Das's Advisor Software Experience January 2011 - June 2012
Job Software Engineer at Rhythm NewMedia
Industry Computer Software
Experience
Rhythm NewMedia June 2012 - Present
Advisor Software January 2011 - June 2012
Orange Door, Inc. May 2010 - September 2010
Cognizant Technology Solutions November 2007 - May 2008
Skills
Hibernate, Java, JSP, SQL, XML, JDBC, Java Enterprise Edition, Web Development, C, JavaScript, Web Applications, jQuery, Servlets, Pentaho, Cassandra, SQL Server, Ivy, J2EE, Apache ZooKeeper, Github, Debian, Jenkins, Amazon Web Services..., Amazon EC2, Distributed Systems
Education
State University of New York College at Buffalo 2008 — 2010
Master Of Science, Computer Science & Engineering
State University of New York at Buffalo 2008 — 2010
Master's Degree, Computer Science
PSG College of Technology 2004 — 2008
Bachelor of Engineering, Computer Science
Rhythm NewMedia June 2012 - Present
Advisor Software January 2011 - June 2012
Orange Door, Inc. May 2010 - September 2010
Cognizant Technology Solutions November 2007 - May 2008
Skills
Hibernate, Java, JSP, SQL, XML, JDBC, Java Enterprise Edition, Web Development, C, JavaScript, Web Applications, jQuery, Servlets, Pentaho, Cassandra, SQL Server, Ivy, J2EE, Apache ZooKeeper, Github, Debian, Jenkins, Amazon Web Services..., Amazon EC2, Distributed Systems
Education
State University of New York College at Buffalo 2008 — 2010
Master Of Science, Computer Science & Engineering
State University of New York at Buffalo 2008 — 2010
Master's Degree, Computer Science
PSG College of Technology 2004 — 2008
Bachelor of Engineering, Computer Science
Randi Cox Randi Cox's Advisor Software Experience September 1999 - October 2004
Job Bilingual French/English
Industry Executive Office
Experience
Microsoft November 2014 - Present
Comerica Bank December 2012 - December 2014
Lycée des Métiers Martin Bret September 2006 - June 2012
Advisor Software September 1999 - October 2004
Skills
Administrative..., Microsoft Office, Teaching English as a..., Teaching Adults, Literacy, Translation, Teaching, K-12, Elementary Education, English Literature, Business English, Creative Writing, English grammar, High School Students, Retail Banking, Teller Operations, Technical Writing, Lecturing, Student Affairs, Public Speaking, Language Teaching, Financial Services, Technical Support, Technical Training, Microsoft Excel, Microsoft Word, Typing, PowerPoint, Event Planning, Cash Handling Experience, Customer Service, Customer Satisfaction, Curriculum Design, Time Management, Social Networking, Critical Thinking, Telephone Skills, Calendaring, Travel Arrangements, Calendars, Office Management, Office Administration, File Management, Office Equipment
Education
University of California, Berkeley 1991 — 1996
Bachelor's Degree, English Language and Literature/Letters
Microsoft November 2014 - Present
Comerica Bank December 2012 - December 2014
Lycée des Métiers Martin Bret September 2006 - June 2012
Advisor Software September 1999 - October 2004
Skills
Administrative..., Microsoft Office, Teaching English as a..., Teaching Adults, Literacy, Translation, Teaching, K-12, Elementary Education, English Literature, Business English, Creative Writing, English grammar, High School Students, Retail Banking, Teller Operations, Technical Writing, Lecturing, Student Affairs, Public Speaking, Language Teaching, Financial Services, Technical Support, Technical Training, Microsoft Excel, Microsoft Word, Typing, PowerPoint, Event Planning, Cash Handling Experience, Customer Service, Customer Satisfaction, Curriculum Design, Time Management, Social Networking, Critical Thinking, Telephone Skills, Calendaring, Travel Arrangements, Calendars, Office Management, Office Administration, File Management, Office Equipment
Education
University of California, Berkeley 1991 — 1996
Bachelor's Degree, English Language and Literature/Letters
Andrew Lazarus Andrew Lazarus's Advisor Software Experience 1993 - 1998
Job Senior Software Engineer at Newfield Wireless
Industry Computer Software
Experience
Newfield Wireless June 2014 - Present
Coverity November 2011 - November 2012
Berkeley Quantitative April 2010 - September 2011
Tagged January 2010 - April 2010
Pillette Investment Management August 2003 - December 2009
Sela Group June 1999 - June 2002
Advisor Software 1993 - 1998
Skills
Algorithms, Java, C++, C, Matlab, Software Engineering, SQL, PostgreSQL, Access, Hibernate, Toad Data Modeler, Visual Basic, Algorithm Development, Number Theory, Financial Analysis, Microsoft Excel, Jasper Reports, Chess, Bridge, Teaching, Training
Education
University of California, Berkeley 1981 — 1989
Ph.D., mathematics
Princeton University 1974 — 1979
A.B., mathematics
Newfield Wireless June 2014 - Present
Coverity November 2011 - November 2012
Berkeley Quantitative April 2010 - September 2011
Tagged January 2010 - April 2010
Pillette Investment Management August 2003 - December 2009
Sela Group June 1999 - June 2002
Advisor Software 1993 - 1998
Skills
Algorithms, Java, C++, C, Matlab, Software Engineering, SQL, PostgreSQL, Access, Hibernate, Toad Data Modeler, Visual Basic, Algorithm Development, Number Theory, Financial Analysis, Microsoft Excel, Jasper Reports, Chess, Bridge, Teaching, Training
Education
University of California, Berkeley 1981 — 1989
Ph.D., mathematics
Princeton University 1974 — 1979
A.B., mathematics
Erik Jepson Erik Jepson's Advisor Software Experience December 2014 - Present
Job Chief Customer Officer at Advisor Software
Industry Financial Services
Experience
Advisor Software December 2014 - Present
Personal Capital February 2014 - December 2014
TradeStation February 2011 - February 2014
Royal Bank of Scotland 2010 - 2011
Charles Schwab 2008 - 2010
Charles Schwab & Co., Inc. 2005 - 2008
E*TRADE 2005 - 2005
Brown-Forman 1999 - 2005
Donaldson, Lufkin & Jenrette 1992 - 1997
Skills
Strategy, Product Marketing, Integrated Marketing, Online Advertising, Product Management, Management, Brand Management, Email Marketing, Marketing, Marketing Strategy, Online Marketing, Cross-functional Team..., Market Research, Leadership, Financial Services, Strategic Planning, Business Strategy, Team Leadership, Advertising, Segmentation, B2B, Marketing Communications, Customer Insight, Product Development, Business Planning, Web Marketing, Positioning, Marketing Research, PPC, Mobile Devices, Market Planning, Product Launch, Multi-channel Marketing, Customer Acquisition, P&L Management, Mobile Advertising, Analytics, Business Development, Sales, Executive Management, Strategic Partnerships, Consulting, Digital Marketing, Start-ups, CRM, Analysis
Education
Cornell University 1998 — 2000
MBA, Business Administration and Management, General
Princeton University 1988 — 1992
AB
Advisor Software December 2014 - Present
Personal Capital February 2014 - December 2014
TradeStation February 2011 - February 2014
Royal Bank of Scotland 2010 - 2011
Charles Schwab 2008 - 2010
Charles Schwab & Co., Inc. 2005 - 2008
E*TRADE 2005 - 2005
Brown-Forman 1999 - 2005
Donaldson, Lufkin & Jenrette 1992 - 1997
Skills
Strategy, Product Marketing, Integrated Marketing, Online Advertising, Product Management, Management, Brand Management, Email Marketing, Marketing, Marketing Strategy, Online Marketing, Cross-functional Team..., Market Research, Leadership, Financial Services, Strategic Planning, Business Strategy, Team Leadership, Advertising, Segmentation, B2B, Marketing Communications, Customer Insight, Product Development, Business Planning, Web Marketing, Positioning, Marketing Research, PPC, Mobile Devices, Market Planning, Product Launch, Multi-channel Marketing, Customer Acquisition, P&L Management, Mobile Advertising, Analytics, Business Development, Sales, Executive Management, Strategic Partnerships, Consulting, Digital Marketing, Start-ups, CRM, Analysis
Education
Cornell University 1998 — 2000
MBA, Business Administration and Management, General
Princeton University 1988 — 1992
AB
Carah Herring's Advisor Software Experience June 2010 - March 2014
Job Group Fitness Coordinator, Social Media Professional
Industry Health, Wellness and Fitness
Experience
UC Berkeley October 2011 - Present
UC Berkeley February 2010 - Present
Miscellaneous Companies September 2005 - Present
Advisor Software June 2010 - March 2014
UC Berkeley January 2010 - August 2011
Louisburg College November 2007 - July 2009
Louisburg College August 2008 - May 2009
Black Entertainment Television 2007 - 2008
French/West/Vaughan 2005 - 2006
Citi Global Corporate & Investment Bank 2004 - 2004
Skills
Press Releases, Event Planning, Editing, Social Media, Media Relations, Television, Photoshop, AP Style, News Writing, Blogging, Corporate Communications, Internal Communications, Proofreading, Microsoft Office, Research, Marketing, Creative Writing, Storytelling, Sports, Copy Editing, Teaching, Entertainment, PowerPoint, Editorial, Public Relations, Journalism, Social Networking, Radio, Facebook, Social Media Marketing, Publications, Newsletters
Education
University of California, Berkeley 2009 — 2011
M.A., Journalism
Bennett College for Women 2001 — 2005
B.S., Mass Communications
Everett High School
UC Berkeley October 2011 - Present
UC Berkeley February 2010 - Present
Miscellaneous Companies September 2005 - Present
Advisor Software June 2010 - March 2014
UC Berkeley January 2010 - August 2011
Louisburg College November 2007 - July 2009
Louisburg College August 2008 - May 2009
Black Entertainment Television 2007 - 2008
French/West/Vaughan 2005 - 2006
Citi Global Corporate & Investment Bank 2004 - 2004
Skills
Press Releases, Event Planning, Editing, Social Media, Media Relations, Television, Photoshop, AP Style, News Writing, Blogging, Corporate Communications, Internal Communications, Proofreading, Microsoft Office, Research, Marketing, Creative Writing, Storytelling, Sports, Copy Editing, Teaching, Entertainment, PowerPoint, Editorial, Public Relations, Journalism, Social Networking, Radio, Facebook, Social Media Marketing, Publications, Newsletters
Education
University of California, Berkeley 2009 — 2011
M.A., Journalism
Bennett College for Women 2001 — 2005
B.S., Mass Communications
Everett High School
Preeti Jain Preeti Jain's Advisor Software Experience December 2013 - April 2014
Job Project Manager, Program Manager, Business Analyst
Industry Computer Software
Experience
Advisor Software December 2013 - April 2014
NetApp February 2010 - December 2013
Questex Media Group February 2008 - February 2010
Oracle India September 2006 - February 2008
Tata Consultancy Services March 2005 - September 2006
Skills
Requirements Analysis, Software Development, Oracle, Agile Methodologies, Business Analysis, SDLC, PMP, Program Management, Agile Project Management, Business Process, CRM, Management, Project Management
Education
Punjab Technical University 2000 — 2004
Bachelors of Technology, Computer Science & Engineering
Advisor Software December 2013 - April 2014
NetApp February 2010 - December 2013
Questex Media Group February 2008 - February 2010
Oracle India September 2006 - February 2008
Tata Consultancy Services March 2005 - September 2006
Skills
Requirements Analysis, Software Development, Oracle, Agile Methodologies, Business Analysis, SDLC, PMP, Program Management, Agile Project Management, Business Process, CRM, Management, Project Management
Education
Punjab Technical University 2000 — 2004
Bachelors of Technology, Computer Science & Engineering
Bill Myers Bill Myers's Advisor Software Experience 2002 - 2002
Job Director of Sales at Kenshoo
Industry Computer Software
Experience
Kenshoo October 2014 - Present
IntraLinks December 2007 - October 2014
Mergermarket 2006 - 2007
Brown Harris Stevens 2004 - 2006
Thomson Financial 2003 - 2003
Advisor Software 2002 - 2002
Summit Systems - Misys 2000 - 2001
Bloomberg LP 1989 - 1999
Skills
Financial Services, Sales, SaaS, Account Management, Enterprise Software, Market Data, New Business Development, Solution Selling, Capital Markets, Consultative Selling, Cloud Computing, Start-ups, Business Development, Direct Sales, Sales Management, Leadership, Salesforce.com, CRM, Professional Services, Sales Process, Strategic Partnerships, Management, Lead Generation, Go-to-market Strategy, Mergers & Acquisitions, Product Development, Channel Partners, Selling, Strategy
Education
The College of New Jersey
Bachelor of Science (BS), Business Administration and Management
Waldwick HS
Kenshoo October 2014 - Present
IntraLinks December 2007 - October 2014
Mergermarket 2006 - 2007
Brown Harris Stevens 2004 - 2006
Thomson Financial 2003 - 2003
Advisor Software 2002 - 2002
Summit Systems - Misys 2000 - 2001
Bloomberg LP 1989 - 1999
Skills
Financial Services, Sales, SaaS, Account Management, Enterprise Software, Market Data, New Business Development, Solution Selling, Capital Markets, Consultative Selling, Cloud Computing, Start-ups, Business Development, Direct Sales, Sales Management, Leadership, Salesforce.com, CRM, Professional Services, Sales Process, Strategic Partnerships, Management, Lead Generation, Go-to-market Strategy, Mergers & Acquisitions, Product Development, Channel Partners, Selling, Strategy
Education
The College of New Jersey
Bachelor of Science (BS), Business Administration and Management
Waldwick HS
Madhu Venkatesh's Advisor Software Experience 2006 - 2010
Job Senior Development Manager at Workday. Hiring Sr. Engineers http://bit.ly/wdaytools
Industry Computer Software
Experience
Workday November 2011 - Present
Advisor Software 2006 - 2010
Skills
Agile Methodologies, Cloud Computing, Scrum, SaaS, Software Development, SOA, Product Management, Software Project..., XML, Program Management, Enterprise Software, Java Enterprise Edition, Business Process..., Process Improvement
Education
Saint Mary's College of California 2010 — 2011
MBA
Workday November 2011 - Present
Advisor Software 2006 - 2010
Skills
Agile Methodologies, Cloud Computing, Scrum, SaaS, Software Development, SOA, Product Management, Software Project..., XML, Program Management, Enterprise Software, Java Enterprise Edition, Business Process..., Process Improvement
Education
Saint Mary's College of California 2010 — 2011
MBA
Andrew Rudd Andrew Rudd's Advisor Software Experience January 2000 - Present
Job Chairman at Advisor Software
Industry Financial Services
Experience
Advisor Software January 2000 - Present
Barra Inc. September 1974 - June 2004
Barra 1977 - 2004
Skills
Portfolio Management, Risk Management, Investment Management, Asset Managment, Modern Portfolio Theory, Investments, Asset Allocation, Performance Measurement, Options, Derivatives, Finance, Fixed Income, Equities
Education
University of California, Berkeley 1974 — 1976
PhD, Operations Research, Finance
University of California, Berkeley, Haas School of Business
MBA, Finance, International Business
Advisor Software January 2000 - Present
Barra Inc. September 1974 - June 2004
Barra 1977 - 2004
Skills
Portfolio Management, Risk Management, Investment Management, Asset Managment, Modern Portfolio Theory, Investments, Asset Allocation, Performance Measurement, Options, Derivatives, Finance, Fixed Income, Equities
Education
University of California, Berkeley 1974 — 1976
PhD, Operations Research, Finance
University of California, Berkeley, Haas School of Business
MBA, Finance, International Business
Deepak Choudhury Deepak Choudhury's Advisor Software Experience August 2004 - January 2010
Job Head of Engineering at Technicon
Industry Computer Software
Experience
Technicon November 2010 - Present
Advisor Software August 2004 - January 2010
Extensity October 2000 - August 2004
PeopleSoft September 1998 - October 2000
MK Centennial November 1995 - September 1998
Dynamic Isolation Systems September 1991 - November 1995
T.Y. Lin International March 1987 - September 1991
Skills
Agile Methodologies, Integration, Enterprise Software, Software Development, SDLC, Java Enterprise Edition, Quality Assurance, Leadership, Cloud Computing, Program Management, Engineering, Business Development, SaaS, Spring, Microsoft SQL Server, MySQL, Budgets, Enterprise Architecture, Release Management, Requirements Analysis, Software Project..., SQL, Hibernate, Lucene, GWT, OData, Oracle Database, DB2, PostgreSQL, C++, Maven, Apache Ivy, Tomcat, JIRA, Clover, Crucible, Microsoft Project, FindBugs, Eclipse, MagicDraw, JUnit, JProbe, Ant, Hudson, Subversion, CXF, JavaScript, XML, HTML
Education
University of California, Berkeley 1981 — 1986
Ph.D., Engineering. Major: Structures. Minor: Math
Indian Institute of Technology, Madras 1976 — 1981
B.Tech., Civil Engineering
Technicon November 2010 - Present
Advisor Software August 2004 - January 2010
Extensity October 2000 - August 2004
PeopleSoft September 1998 - October 2000
MK Centennial November 1995 - September 1998
Dynamic Isolation Systems September 1991 - November 1995
T.Y. Lin International March 1987 - September 1991
Skills
Agile Methodologies, Integration, Enterprise Software, Software Development, SDLC, Java Enterprise Edition, Quality Assurance, Leadership, Cloud Computing, Program Management, Engineering, Business Development, SaaS, Spring, Microsoft SQL Server, MySQL, Budgets, Enterprise Architecture, Release Management, Requirements Analysis, Software Project..., SQL, Hibernate, Lucene, GWT, OData, Oracle Database, DB2, PostgreSQL, C++, Maven, Apache Ivy, Tomcat, JIRA, Clover, Crucible, Microsoft Project, FindBugs, Eclipse, MagicDraw, JUnit, JProbe, Ant, Hudson, Subversion, CXF, JavaScript, XML, HTML
Education
University of California, Berkeley 1981 — 1986
Ph.D., Engineering. Major: Structures. Minor: Math
Indian Institute of Technology, Madras 1976 — 1981
B.Tech., Civil Engineering
Madelyne Oliver's Advisor Software Experience June 2013 - May 2014
Job Digital Marketing | Marketing Project Management
Industry Marketing and Advertising
Experience
Military.com June 2015 - Present
San Francisco State University August 2013 - Present
Cinta Aveda Institute February 2015 - June 2015
Rignite Inc. September 2014 - January 2015
Pandora June 2014 - August 2014
Advisor Software June 2013 - May 2014
Pathworks Business Development, Inc September 2011 - August 2012
UC Irvine July 2010 - June 2011
Skills
Social Media Marketing, Social Media, Facebook, Marketing Strategy, Marketing, Blogging, Leadership, Digital Marketing, Market Research, SEO, Email Marketing, Product Marketing, Research, Nonprofits, Project Management, Public Speaking, Art, Photography, Fine Art, Metadata Management, Brand Development, Brand Management, Brand Awareness, Spanish, Art History, PowerPoint, Start-ups, Entrepreneurship, Online Marketing, Publishing, Microsoft Excel, Customer Success, Customer Support, Microsoft Word, Microsoft Office
Education
San Francisco State University 2013 — 2016
Master of Business Administration (M.B.A.), Marketing & Information Systems
University of California, Irvine 2006 — 2011
Bachelor of Arts; Bachelor of Arts, Art History; Anthropology
University of Granada 2009 — 2010
EAP Study Abroad, Art History
C.K. McClatchy High School
Military.com June 2015 - Present
San Francisco State University August 2013 - Present
Cinta Aveda Institute February 2015 - June 2015
Rignite Inc. September 2014 - January 2015
Pandora June 2014 - August 2014
Advisor Software June 2013 - May 2014
Pathworks Business Development, Inc September 2011 - August 2012
UC Irvine July 2010 - June 2011
Skills
Social Media Marketing, Social Media, Facebook, Marketing Strategy, Marketing, Blogging, Leadership, Digital Marketing, Market Research, SEO, Email Marketing, Product Marketing, Research, Nonprofits, Project Management, Public Speaking, Art, Photography, Fine Art, Metadata Management, Brand Development, Brand Management, Brand Awareness, Spanish, Art History, PowerPoint, Start-ups, Entrepreneurship, Online Marketing, Publishing, Microsoft Excel, Customer Success, Customer Support, Microsoft Word, Microsoft Office
Education
San Francisco State University 2013 — 2016
Master of Business Administration (M.B.A.), Marketing & Information Systems
University of California, Irvine 2006 — 2011
Bachelor of Arts; Bachelor of Arts, Art History; Anthropology
University of Granada 2009 — 2010
EAP Study Abroad, Art History
C.K. McClatchy High School
Cameron Hunt, CFA's Advisor Software Experience November 2009 - December 2009
Job Fixed Income Portfolio Manager at City National Rochdale
Industry Financial Services
Experience
City National Rochdale January 2011 - Present
Helo Properties 2008 - 2015
Advisor Partners, LLC December 2009 - January 2011
Advisor Software November 2009 - December 2009
Willamette University January 2009 - May 2009
Portland Venture Group 2008 - 2009
Willamette University June 2008 - December 2008
Advisor Partners June 2008 - August 2008
Sonic Arts, LLC 2004 - 2006
Huntair, Inc. 1994 - 1994
Skills
Equity Valuation, Portfolio Management, Valuation, Fixed Income, Marketing Strategy, Derivatives, Investments, Financial Modeling, Asset Managment, Financial Analysis, Capital Markets, Equity Research, Mutual Funds, Wealth Management, Asset Allocation, Asset Management, Finance, Competitive Analysis, Bloomberg, Alternative Investments, Management, Equities, Strategic Planning, Leadership
Education
Willamette University - Atkinson Graduate School of Management 2007 — 2009
MBA, Finance & Economics
University of Oregon 1997 — 2001
B.S., Music
OES 1980 — 1995
Boston University
City National Rochdale January 2011 - Present
Helo Properties 2008 - 2015
Advisor Partners, LLC December 2009 - January 2011
Advisor Software November 2009 - December 2009
Willamette University January 2009 - May 2009
Portland Venture Group 2008 - 2009
Willamette University June 2008 - December 2008
Advisor Partners June 2008 - August 2008
Sonic Arts, LLC 2004 - 2006
Huntair, Inc. 1994 - 1994
Skills
Equity Valuation, Portfolio Management, Valuation, Fixed Income, Marketing Strategy, Derivatives, Investments, Financial Modeling, Asset Managment, Financial Analysis, Capital Markets, Equity Research, Mutual Funds, Wealth Management, Asset Allocation, Asset Management, Finance, Competitive Analysis, Bloomberg, Alternative Investments, Management, Equities, Strategic Planning, Leadership
Education
Willamette University - Atkinson Graduate School of Management 2007 — 2009
MBA, Finance & Economics
University of Oregon 1997 — 2001
B.S., Music
OES 1980 — 1995
Boston University
Dennis Zhao's Advisor Software Experience June 2013 - February 2014
Job Teaching Assistant at UC Berkeley
Industry Computer Software
Experience
Lectio December 2014 - Present
UC Berkeley August 2015 - Present
Twitter May 2015 - August 2015
UC Berkeley December 2014 - May 2015
Five September 2014 - January 2015
UC Berkeley September 2014 - December 2014
Five March 2014 - September 2014
Advisor Software June 2013 - February 2014
Design and Engineering Collaborative August 2013 - December 2013
The Berkeley Science Review February 2013 - May 2013
Skills
JavaScript, HTML 5, User Interface, Design, Web Development, Backbone.js, Python, Front-end, Java, Growth Strategies, HTML5, Node.js, Mobile Devices, Android, Computer Science
Education
UC Berkeley 2012 — 2016
Bachelor's, Computer Science
Lectio December 2014 - Present
UC Berkeley August 2015 - Present
Twitter May 2015 - August 2015
UC Berkeley December 2014 - May 2015
Five September 2014 - January 2015
UC Berkeley September 2014 - December 2014
Five March 2014 - September 2014
Advisor Software June 2013 - February 2014
Design and Engineering Collaborative August 2013 - December 2013
The Berkeley Science Review February 2013 - May 2013
Skills
JavaScript, HTML 5, User Interface, Design, Web Development, Backbone.js, Python, Front-end, Java, Growth Strategies, HTML5, Node.js, Mobile Devices, Android, Computer Science
Education
UC Berkeley 2012 — 2016
Bachelor's, Computer Science
Ezra Zask Ezra Zask's Advisor Software Experience 2001 - 2001
Job President, Liquid Alternative Investments Company, LLC
Industry Financial Services
Experience
Liquid Alternative Investments Company, LLC December 2013 - Present
SFC Associates January 2010 - 2014
Ezra Zask Advisors, LLC January 1998 - January 2010
Azimuth Trust 2006 - 2007
Ibbotson Associates April 2003 - July 2006
Advisor Software 2001 - 2001
Ezra Zask Associates, LLC March 1991 - June 1998
Manufacturers Hanover Trust 1990 - 1998
BNY Mellon 1988 - 1991
Skills
Expert Witness, Due Diligence, Hedge Funds, FX, Derivatives, Trading, Options, Swaps, Structured Products, Fixed Income, Equities, Commodities, Money Market, Hedging, Private Equity, Alternative Investments, Capital Markets, Fund Of Funds, Currency, Valuation, Investment Banking, Securities, Bonds, Financial Markets, Interest Rate..., Rates, Mergers, Equity Derivatives, Asset Management, Prime Brokerage, Forwards, Credit Derivatives, Proprietary Trading, Market Risk, FX Options, Portfolio Management, ISDA, FX trading, Litigation Support, Corporate Finance, Global Macro, Investments, Risk Management, Banking, MBS, Bloomberg, Quantitative Analysis, Financial Modeling, Economics, Emerging Markets
Education
Columbia University 1973 — 1975
MA, Political Science, Economics
Princeton University 1968 — 1972
B.A., Economics
Liquid Alternative Investments Company, LLC December 2013 - Present
SFC Associates January 2010 - 2014
Ezra Zask Advisors, LLC January 1998 - January 2010
Azimuth Trust 2006 - 2007
Ibbotson Associates April 2003 - July 2006
Advisor Software 2001 - 2001
Ezra Zask Associates, LLC March 1991 - June 1998
Manufacturers Hanover Trust 1990 - 1998
BNY Mellon 1988 - 1991
Skills
Expert Witness, Due Diligence, Hedge Funds, FX, Derivatives, Trading, Options, Swaps, Structured Products, Fixed Income, Equities, Commodities, Money Market, Hedging, Private Equity, Alternative Investments, Capital Markets, Fund Of Funds, Currency, Valuation, Investment Banking, Securities, Bonds, Financial Markets, Interest Rate..., Rates, Mergers, Equity Derivatives, Asset Management, Prime Brokerage, Forwards, Credit Derivatives, Proprietary Trading, Market Risk, FX Options, Portfolio Management, ISDA, FX trading, Litigation Support, Corporate Finance, Global Macro, Investments, Risk Management, Banking, MBS, Bloomberg, Quantitative Analysis, Financial Modeling, Economics, Emerging Markets
Education
Columbia University 1973 — 1975
MA, Political Science, Economics
Princeton University 1968 — 1972
B.A., Economics
Kevin Kraus's Advisor Software Experience June 2015 - Present
Job Vice President, Digital Product & Design Management
Industry Computer Software
Experience
Advisor Software June 2015 - Present
Charles Schwab May 2013 - Present
Charles Schwab November 2005 - April 2013
Charles Schwab January 2000 - October 2005
Charles Schwab November 1993 - December 1999
Skills
Product Management, Financial Services, Product Marketing, Management, Strategy, Business Strategy, Product Development, Investments, Leadership, Finance, Trading, Enterprise Software, Customer Service, Electronic Trading, Marketing Strategy, Relationship Management, Project Management, SaaS, Cloud Applications, Wealth Management, FinTech, Strategic Partnerships
Education
Providence College
Bachelor of Arts (BA), Business Administration Minor
Dominican University of California
Master of Business Administration (MBA), Strategic Leadership
Advisor Software June 2015 - Present
Charles Schwab May 2013 - Present
Charles Schwab November 2005 - April 2013
Charles Schwab January 2000 - October 2005
Charles Schwab November 1993 - December 1999
Skills
Product Management, Financial Services, Product Marketing, Management, Strategy, Business Strategy, Product Development, Investments, Leadership, Finance, Trading, Enterprise Software, Customer Service, Electronic Trading, Marketing Strategy, Relationship Management, Project Management, SaaS, Cloud Applications, Wealth Management, FinTech, Strategic Partnerships
Education
Providence College
Bachelor of Arts (BA), Business Administration Minor
Dominican University of California
Master of Business Administration (MBA), Strategic Leadership
Max Volz Max Volz's Advisor Software Experience June 2015 - Present
Job JavaScript UI Developer at Advisor Software
Industry Internet
Experience
Advisor Software June 2015 - Present
Self Employed October 2014 - Present
Lyft February 2014 - December 2014
Versal September 2014 - October 2014
Lyft September 2013 - October 2014
Apollo Group October 2012 - August 2013
Apollo Group July 2012 - October 2012
Skills
SEO, Digital Media, Marketing, Marketing Strategy, Affiliate Marketing, Web Marketing, Databases, Display Advertising, Time Management, Microsoft Excel, Teamwork, Google Analytics, CSS, Social Media, Online Marketing, Microsoft Office, JavaScript, PowerPoint
Education
Orange Coast College 2008 — 2011
Undergraduate, Computer Science, 3.0
Advisor Software June 2015 - Present
Self Employed October 2014 - Present
Lyft February 2014 - December 2014
Versal September 2014 - October 2014
Lyft September 2013 - October 2014
Apollo Group October 2012 - August 2013
Apollo Group July 2012 - October 2012
Skills
SEO, Digital Media, Marketing, Marketing Strategy, Affiliate Marketing, Web Marketing, Databases, Display Advertising, Time Management, Microsoft Excel, Teamwork, Google Analytics, CSS, Social Media, Online Marketing, Microsoft Office, JavaScript, PowerPoint
Education
Orange Coast College 2008 — 2011
Undergraduate, Computer Science, 3.0
Ashish Arora Ashish Arora's Advisor Software Experience January 2002 - June 2002
Job CEO at Cricut®. Product Innovator in the Maker Space
Industry Consumer Goods
Experience
Cricut® February 2012 - Present
Logitech July 2009 - February 2012
Logitech April 2007 - June 2009
Logitech April 2003 - March 2007
Logitech June 2002 - April 2003
Advisor Software January 2002 - June 2002
Financial Engines (founded by Nobel Prize winner Bill Sharpe) June 2001 - December 2001
Xigo, Inc October 1999 - May 2001
Morgan Stanley Capital International (Barra) 1995 - 1999
USL Capital (Ford Motor Co) June 1994 - October 1995
Skills
Consumer Electronics, Executive Management, Usability, Team Leadership, Software Project..., Management, iPhone, Mobile Applications, B2B, Product Marketing, SEM, Market Analysis, User-centered Design, Social TV, Telecommunications, Product Management, Strategic Partnerships, Business Development, Mobile Devices, Sales, Go-to-market Strategy, Strategy, Competitive Analysis, SaaS, Entrepreneurship, Leadership, Cross-functional Team..., Program Management, Enterprise Software, Marketing, Cloud Computing, Business Planning, Market Research, User Experience, E-commerce, Digital Media, Product Development, Product Launch, Team Building, Integrated Marketing
Education
Building Winning Teams (with Pat Lencioni) 2008 — 2008
Leadership, Assembling and sustaining winning teams - Teamwork theory, strategy and case study analysis.
Two Days with Jack Welch (Special Management Program) 2008 — 2008
Leadership
Northwestern University - Kellogg School of Management 2007 — 2007
Brand Marketing, Executive Program - Kellogg on Branding
University of Kansas - Graduate School of Business 1992 — 1994
MBA, Finance, Ph.D. level corses in probability statistics and econometrics.
Thapar Institute of Engineering and Technology 1985 — 1989
Bachelors, Electronics Engineering (Process Intrumentation and Control)
Cricut® February 2012 - Present
Logitech July 2009 - February 2012
Logitech April 2007 - June 2009
Logitech April 2003 - March 2007
Logitech June 2002 - April 2003
Advisor Software January 2002 - June 2002
Financial Engines (founded by Nobel Prize winner Bill Sharpe) June 2001 - December 2001
Xigo, Inc October 1999 - May 2001
Morgan Stanley Capital International (Barra) 1995 - 1999
USL Capital (Ford Motor Co) June 1994 - October 1995
Skills
Consumer Electronics, Executive Management, Usability, Team Leadership, Software Project..., Management, iPhone, Mobile Applications, B2B, Product Marketing, SEM, Market Analysis, User-centered Design, Social TV, Telecommunications, Product Management, Strategic Partnerships, Business Development, Mobile Devices, Sales, Go-to-market Strategy, Strategy, Competitive Analysis, SaaS, Entrepreneurship, Leadership, Cross-functional Team..., Program Management, Enterprise Software, Marketing, Cloud Computing, Business Planning, Market Research, User Experience, E-commerce, Digital Media, Product Development, Product Launch, Team Building, Integrated Marketing
Education
Building Winning Teams (with Pat Lencioni) 2008 — 2008
Leadership, Assembling and sustaining winning teams - Teamwork theory, strategy and case study analysis.
Two Days with Jack Welch (Special Management Program) 2008 — 2008
Leadership
Northwestern University - Kellogg School of Management 2007 — 2007
Brand Marketing, Executive Program - Kellogg on Branding
University of Kansas - Graduate School of Business 1992 — 1994
MBA, Finance, Ph.D. level corses in probability statistics and econometrics.
Thapar Institute of Engineering and Technology 1985 — 1989
Bachelors, Electronics Engineering (Process Intrumentation and Control)
Michael Wolff Michael Wolff's Advisor Software Experience January 2010 - June 2015
Job Head of Product at Trizic, Inc.
Industry Computer Software
Experience
Trizic, Inc. June 2015 - Present
Advisor Software January 2010 - June 2015
Advisor Software October 2006 - January 2010
Intuit, Inc. August 2005 - October 2006
Advisor Software October 2003 - August 2005
Advisor Software July 2002 - October 2003
Intershop Communications October 1999 - July 2002
Intershop Communications April 1997 - October 1999
Intershop Communications September 1996 - April 1997
Skills
Agile Methodologies, Enterprise Software, Strategic Planning, Product Management, SaaS, Product Marketing, Cloud Computing, Product Development, User Experience, Agile Project Management, Start-ups, E-commerce, Program Management, Go-to-market Strategy, Business Development, Strategic Partnerships, Project Management, Strategy, Software Development, Information Architecture, Marketing Strategy, Marketing, HTML, Web Development, Java, JavaScript, CSS, Flash, Flex, Perl, SQL, Eclipse, Subversion, VSS, Microsoft Suites, JIRA, Confluence, Axure, Gliffy, Basecamp, SharePoint, SnagIt, Camtasia, Linux, Unix, Windows, Business Analysis, Web Applications
Education
UC Santa Barbara 1987 — 1991
BA, Business Economics
Trizic, Inc. June 2015 - Present
Advisor Software January 2010 - June 2015
Advisor Software October 2006 - January 2010
Intuit, Inc. August 2005 - October 2006
Advisor Software October 2003 - August 2005
Advisor Software July 2002 - October 2003
Intershop Communications October 1999 - July 2002
Intershop Communications April 1997 - October 1999
Intershop Communications September 1996 - April 1997
Skills
Agile Methodologies, Enterprise Software, Strategic Planning, Product Management, SaaS, Product Marketing, Cloud Computing, Product Development, User Experience, Agile Project Management, Start-ups, E-commerce, Program Management, Go-to-market Strategy, Business Development, Strategic Partnerships, Project Management, Strategy, Software Development, Information Architecture, Marketing Strategy, Marketing, HTML, Web Development, Java, JavaScript, CSS, Flash, Flex, Perl, SQL, Eclipse, Subversion, VSS, Microsoft Suites, JIRA, Confluence, Axure, Gliffy, Basecamp, SharePoint, SnagIt, Camtasia, Linux, Unix, Windows, Business Analysis, Web Applications
Education
UC Santa Barbara 1987 — 1991
BA, Business Economics
Charles Brown Charles Brown's Advisor Software Experience June 2014 - October 2014
Job Director of Sales at Style Research
Industry Information Technology and Services
Experience
Style Research December 2014 - Present
Advisor Software June 2014 - October 2014
Windham Capital Management June 2011 - April 2014
Informa Investment Solutions January 2003 - June 2011
Lewtan Technologies May 2001 - May 2002
PCi Corporation January 2000 - March 2001
Eastern Bank January 1997 - January 2000
New England Financial January 1994 - January 1997
Prudential Financial May 1992 - January 1994
Skills
Performance Reporting, Risk Management, Portfolio Optimization, Asset Allocation, Bootstrapping, risk budgeting, higher moments, capital market..., portfolio construction, Investment Policy, efficient frontier, investment policy..., turbulance index, within horizon risk, Monte Carlo Simulation, cash flow modeling, endowment, mean variance, Management Consulting, advisor software, mean variance..., portfolio optimizer, portfolio optimization..., financial advisor..., windham portfolio..., windham, financial advisor tools, asset allocation models, Monte Carlo, Modern Portfolio Theory, Quantitative Analytics, Capital Markets, Quantitative Finance, Quantitative Investing, Separately Managed..., Investment Policy..., Risk Analytics, Portfolio Management, Asset Management, Investments, Investment Management, Investment Advisory, Finance, Financial Risk, Wealth Management, Management, Financial Services, Equities
Education
Roger Williams University 1988 — 1992
Bachelor of Science, Finance and Economics
Staples High school 1984 — 1988
Style Research December 2014 - Present
Advisor Software June 2014 - October 2014
Windham Capital Management June 2011 - April 2014
Informa Investment Solutions January 2003 - June 2011
Lewtan Technologies May 2001 - May 2002
PCi Corporation January 2000 - March 2001
Eastern Bank January 1997 - January 2000
New England Financial January 1994 - January 1997
Prudential Financial May 1992 - January 1994
Skills
Performance Reporting, Risk Management, Portfolio Optimization, Asset Allocation, Bootstrapping, risk budgeting, higher moments, capital market..., portfolio construction, Investment Policy, efficient frontier, investment policy..., turbulance index, within horizon risk, Monte Carlo Simulation, cash flow modeling, endowment, mean variance, Management Consulting, advisor software, mean variance..., portfolio optimizer, portfolio optimization..., financial advisor..., windham portfolio..., windham, financial advisor tools, asset allocation models, Monte Carlo, Modern Portfolio Theory, Quantitative Analytics, Capital Markets, Quantitative Finance, Quantitative Investing, Separately Managed..., Investment Policy..., Risk Analytics, Portfolio Management, Asset Management, Investments, Investment Management, Investment Advisory, Finance, Financial Risk, Wealth Management, Management, Financial Services, Equities
Education
Roger Williams University 1988 — 1992
Bachelor of Science, Finance and Economics
Staples High school 1984 — 1988
Jessie Lee, PMP Jessie Lee, PMP's Advisor Software Experience 2001 - 2006
Job Sr. Engagement Manager, Professional Services at PayPal
Industry Computer Software
Experience
PayPal 2009 - Present
Advisor Software Inc 2006 - 2009
Advisor Software 2001 - 2006
Skills
Agile, Test Automation, Program Management, Testing, Web Applications, Project Implementation
Education
University of Central Oklahoma
Bachelor of Science, Major in Computer Science; Minor in General Business
PayPal 2009 - Present
Advisor Software Inc 2006 - 2009
Advisor Software 2001 - 2006
Skills
Agile, Test Automation, Program Management, Testing, Web Applications, Project Implementation
Education
University of Central Oklahoma
Bachelor of Science, Major in Computer Science; Minor in General Business
Patricia Cameron's Advisor Software Experience September 2002 - June 2003
Job Principal Customer Success Manager at MaritzCX
Industry Internet
Experience
MaritzCX September 2015 - Present
Conga March 2014 - August 2015
salesforce.com April 2013 - January 2014
salesforce.com September 2011 - April 2013
Salesforce.com September 2008 - September 2011
Salesforce.com November 2007 - September 2008
Salesforce.com December 2004 - November 2007
Salesforce.com May 2004 - December 2004
Pindar Systems June 2003 - March 2004
Advisor Software September 2002 - June 2003
Skills
Salesforce.com, Enterprise Software, Cloud Computing, SaaS, CRM, Solution Selling, Go-to-market Strategy, Strategy, Customer Retention, Customer Engagement, Group Presentations, Governance, Survey Methodology, Social Media, Employee Training, Training & Development
Education
Rochester Institute of Technology 1985 — 1990
B.S., Computer Science
MaritzCX September 2015 - Present
Conga March 2014 - August 2015
salesforce.com April 2013 - January 2014
salesforce.com September 2011 - April 2013
Salesforce.com September 2008 - September 2011
Salesforce.com November 2007 - September 2008
Salesforce.com December 2004 - November 2007
Salesforce.com May 2004 - December 2004
Pindar Systems June 2003 - March 2004
Advisor Software September 2002 - June 2003
Skills
Salesforce.com, Enterprise Software, Cloud Computing, SaaS, CRM, Solution Selling, Go-to-market Strategy, Strategy, Customer Retention, Customer Engagement, Group Presentations, Governance, Survey Methodology, Social Media, Employee Training, Training & Development
Education
Rochester Institute of Technology 1985 — 1990
B.S., Computer Science
Michael Hoffman, CFA's Advisor Software Experience 2007 - 2009
Job Analyst
Industry Investment Management
Experience
Independent Consultant January 2010 - Present
Independent Consultant January 2010 - Present
EasyAUM Inc. 2011 - 2012
Advisor Software 2007 - 2009
Finaplex 2006 - 2007
StatPro 2005 - 2006
Vestek 1996 - 2003
State Street Trust 1987 - 1996
Skills
Fixed Income, Derivatives, Equities, Performance Attribution, Portfolio Management, Performance Measurement, VBA, Portfolio Optimization, Trading Systems, Financial Markets, Asset Management, Market Data, Asset Allocation, Investments, Analysis, Integration, Financial Services, Analytics
Education
University of Wisconsin-Whitewater 1982 — 1986
BA, Finance
International School of Brussels 1980 — 1982
HS
Independent Consultant January 2010 - Present
Independent Consultant January 2010 - Present
EasyAUM Inc. 2011 - 2012
Advisor Software 2007 - 2009
Finaplex 2006 - 2007
StatPro 2005 - 2006
Vestek 1996 - 2003
State Street Trust 1987 - 1996
Skills
Fixed Income, Derivatives, Equities, Performance Attribution, Portfolio Management, Performance Measurement, VBA, Portfolio Optimization, Trading Systems, Financial Markets, Asset Management, Market Data, Asset Allocation, Investments, Analysis, Integration, Financial Services, Analytics
Education
University of Wisconsin-Whitewater 1982 — 1986
BA, Finance
International School of Brussels 1980 — 1982
HS
Alan Millar's Advisor Software Experience March 2002 - June 2003
Job Principal User Experience Designer at AppDynamics
Industry Computer Software
Experience
The Lab August 2014 - Present
AppDynamics August 2013 - November 2014
Autodesk March 2005 - November 2012
PeopleSoft/Oracle June 2003 - March 2005
Advisor Software March 2002 - June 2003
Xpedior March 1997 - December 2000
MODIA March 1993 - March 1997
Skills
Interaction Design, Information Architecture, Usability Engineering, Design Management, User Experience, User Interface, Graphic Design, Web 2.0, Heuristic Evaluation, User-centered Design, Usability Testing, User Interface Design, Personas, Prototyping, Task Analysis, Contextual Inquiry, Human-computer..., User Scenarios, Wire Framing, Rapid Prototyping, OmniGraffle, Design Strategy, Experience Design, Information Design, Prototype, Gamification, Persona, Human Computer..., Visual Design, Mobile Design, Product Design, Usability, CSS, Paper Prototyping
Education
General Assembly 2015 — 2015
Arizona State University 1994 — 1994
General Assembly
San Francisco State University
B.A.
The Lab August 2014 - Present
AppDynamics August 2013 - November 2014
Autodesk March 2005 - November 2012
PeopleSoft/Oracle June 2003 - March 2005
Advisor Software March 2002 - June 2003
Xpedior March 1997 - December 2000
MODIA March 1993 - March 1997
Skills
Interaction Design, Information Architecture, Usability Engineering, Design Management, User Experience, User Interface, Graphic Design, Web 2.0, Heuristic Evaluation, User-centered Design, Usability Testing, User Interface Design, Personas, Prototyping, Task Analysis, Contextual Inquiry, Human-computer..., User Scenarios, Wire Framing, Rapid Prototyping, OmniGraffle, Design Strategy, Experience Design, Information Design, Prototype, Gamification, Persona, Human Computer..., Visual Design, Mobile Design, Product Design, Usability, CSS, Paper Prototyping
Education
General Assembly 2015 — 2015
Arizona State University 1994 — 1994
General Assembly
San Francisco State University
B.A.
Karen Hadler's Advisor Software Experience January 2006 - July 2008
Job
Industry Computer Software
Experience
CSAA Insurance Group April 2011 - Present
Kaiser Permanente August 2008 - April 2011
Advisor Software January 2006 - July 2008
Hewlett-Packard (MW2 Consulting) 2002 - 2005
Eloquent 1999 - 2001
Caresoft 1996 - 1999
Computer Curriculum Corporation 1991 - 1996
Skills
User Experience, Usability Testing, Usability, Project Management, Graphics, Interaction Design, User-centered Design, Information Architecture, User Interface Design, User Interface, User Experience Design, Information Design, User Research, Agile Methodologies, Wireframes, Web Design, Mobile Applications, Dreamweaver, Heuristic Evaluation, CSS, Scrum, Wire Framing, HTML, Persona, Adobe Creative Suite, JavaScript, Task Analysis, Photoshop, Flash, Usability Engineering, Illustrator
Education
University of California, Berkeley 2005 — 2008
Certification
Michigan State University
Bachelor of Arts
CSAA Insurance Group April 2011 - Present
Kaiser Permanente August 2008 - April 2011
Advisor Software January 2006 - July 2008
Hewlett-Packard (MW2 Consulting) 2002 - 2005
Eloquent 1999 - 2001
Caresoft 1996 - 1999
Computer Curriculum Corporation 1991 - 1996
Skills
User Experience, Usability Testing, Usability, Project Management, Graphics, Interaction Design, User-centered Design, Information Architecture, User Interface Design, User Interface, User Experience Design, Information Design, User Research, Agile Methodologies, Wireframes, Web Design, Mobile Applications, Dreamweaver, Heuristic Evaluation, CSS, Scrum, Wire Framing, HTML, Persona, Adobe Creative Suite, JavaScript, Task Analysis, Photoshop, Flash, Usability Engineering, Illustrator
Education
University of California, Berkeley 2005 — 2008
Certification
Michigan State University
Bachelor of Arts
Archana Rao's Advisor Software Experience May 2014 - Present
Job VP Engineering at Advisor Software
Industry Computer Software
Experience
Advisor Software May 2014 - Present
Advisor Software January 2013 - April 2014
Bosch Healthcare April 2009 - January 2013
Synarc June 2006 - February 2009
Intelligent Systems and Bioinformatics Laboratory January 2004 - May 2005
Tata Technologies November 1999 - July 2003
Skills
Agile Methodologies, Software Project..., Product Development, Web Services, Java, Spring, Quality Assurance, Leadership, Oracle, Software Development, Software Engineering, Software Design, Product Management, Eclipse, Scrum, SDLC, Spring Framework, Cloud Computing
Education
Wayne State University 2003 — 2006
Masters, Computer Science
Maharashtra Institute of Technology 1995 — 1999
Bachelors, Computer Science
Advisor Software May 2014 - Present
Advisor Software January 2013 - April 2014
Bosch Healthcare April 2009 - January 2013
Synarc June 2006 - February 2009
Intelligent Systems and Bioinformatics Laboratory January 2004 - May 2005
Tata Technologies November 1999 - July 2003
Skills
Agile Methodologies, Software Project..., Product Development, Web Services, Java, Spring, Quality Assurance, Leadership, Oracle, Software Development, Software Engineering, Software Design, Product Management, Eclipse, Scrum, SDLC, Spring Framework, Cloud Computing
Education
Wayne State University 2003 — 2006
Masters, Computer Science
Maharashtra Institute of Technology 1995 — 1999
Bachelors, Computer Science
Tom Mac's Advisor Software Experience April 2011 - January 2013
Job Applications Development Manager at Crunchtime, Inc.
Industry Computer Software
Experience
CrunchTime! Information Systems September 2014 - Present
Lexington Solutions, LLC November 2013 - August 2014
CrunchTime! January 2013 - November 2013
Advisor Software April 2011 - January 2013
Viacom October 2010 - April 2011
Metropolitan Transportation Commission April 2002 - October 2010
Microsoft September 2000 - September 2001
Skills
AJAX, Agile Methodologies, JDBC, Hibernate, SQL, Spring, Software Development, PHP, Java Enterprise Edition, Java, Ant, REST, Spring Framework, SOAP
Education
Boston University 1992 — 1996
Bachelors of Science
CrunchTime! Information Systems September 2014 - Present
Lexington Solutions, LLC November 2013 - August 2014
CrunchTime! January 2013 - November 2013
Advisor Software April 2011 - January 2013
Viacom October 2010 - April 2011
Metropolitan Transportation Commission April 2002 - October 2010
Microsoft September 2000 - September 2001
Skills
AJAX, Agile Methodologies, JDBC, Hibernate, SQL, Spring, Software Development, PHP, Java Enterprise Edition, Java, Ant, REST, Spring Framework, SOAP
Education
Boston University 1992 — 1996
Bachelors of Science
William Banks's Advisor Software Experience January 2003 - October 2005
Job COO at MeasureOne
Industry Financial Services
Experience
MeasureOne July 2014 - Present
Piedmont Partners Group Ventures, LLC January 2013 - Present
Junxure April 2013 - June 2014
Harvest Capital Strategies October 2010 - October 2012
Huntington Allen, LLC July 2009 - October 2010
Merriman Curhan Ford September 2005 - January 2009
Panel Intelligence 2007 - 2009
Advisor Software January 2003 - October 2005
Education
Dartmouth College
MBA
Stanford University
MBA
MeasureOne July 2014 - Present
Piedmont Partners Group Ventures, LLC January 2013 - Present
Junxure April 2013 - June 2014
Harvest Capital Strategies October 2010 - October 2012
Huntington Allen, LLC July 2009 - October 2010
Merriman Curhan Ford September 2005 - January 2009
Panel Intelligence 2007 - 2009
Advisor Software January 2003 - October 2005
Education
Dartmouth College
MBA
Stanford University
MBA
sudha sethuraman, CFA's Advisor Software Experience May 2006 - August 2006
Job Portfolio Risk Manager at Western Asset Management
Industry Investment Management
Experience
Western Asset Management July 2011 - Present
Western Asset Management June 2007 - July 2011
Advisor Software May 2006 - August 2006
Trust Company of the West January 2006 - April 2006
Skills
Bloomberg, Emerging Markets, Asset Management, Financial Modeling, Portfolio Management, Financial Analysis, Financial Risk, Structured Finance, SAS, Credit Risk, Valuation, Microsoft SQL Server, C++, Trading, Analysis, Fixed Income, Finance, Market Risk, Derivatives, Securities, Interest Rates
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2005 — 2007
Master of Science (M.S.), Financial Engineering, 3.87
Ohio University 2004 — 2005
Master of Business Administration (MBA), Finance, General, 3.78
PSG College of Technology 2000 — 2004
Bachelor of Engineering (B.E.), Information Technology, 3.84
Western Asset Management July 2011 - Present
Western Asset Management June 2007 - July 2011
Advisor Software May 2006 - August 2006
Trust Company of the West January 2006 - April 2006
Skills
Bloomberg, Emerging Markets, Asset Management, Financial Modeling, Portfolio Management, Financial Analysis, Financial Risk, Structured Finance, SAS, Credit Risk, Valuation, Microsoft SQL Server, C++, Trading, Analysis, Fixed Income, Finance, Market Risk, Derivatives, Securities, Interest Rates
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2005 — 2007
Master of Science (M.S.), Financial Engineering, 3.87
Ohio University 2004 — 2005
Master of Business Administration (MBA), Finance, General, 3.78
PSG College of Technology 2000 — 2004
Bachelor of Engineering (B.E.), Information Technology, 3.84
Leslie Wall's Advisor Software Experience June 2014 - Present
Job Senior Business Analyst at Advisor Software
Industry Information Technology and Services
Experience
Advisor Software June 2014 - Present
BNY Mellon 2002 - Present
Mendosoft 2006 - June 2014
BNY Mellon 2002 - 2006
Mellon Capital Management 2000 - 2002
Mellon Capital Management 1992 - 1996
Sumitomo Mitsui Banking Corporation 1990 - 1992
Skills
Business Analysis, Software Project..., Project Implementation, Project Coordination, Client Service, Operational Risk, Process Improvement, Cross-functional Team..., Technical Liaison, Investment Operations, Asset Management, Business Process, Investments, Financial Services, Trading, Operations Management, Securities, Client Services, Options, Management, Risk Management, Project Management
Education
JFK University 2000 — 2005
Master of Arts (MA), Counseling Psychology
UC Berkeley 1985 — 1989
Bachelor of Arts (BA), Political Economies of Industrial Societies
Advisor Software June 2014 - Present
BNY Mellon 2002 - Present
Mendosoft 2006 - June 2014
BNY Mellon 2002 - 2006
Mellon Capital Management 2000 - 2002
Mellon Capital Management 1992 - 1996
Sumitomo Mitsui Banking Corporation 1990 - 1992
Skills
Business Analysis, Software Project..., Project Implementation, Project Coordination, Client Service, Operational Risk, Process Improvement, Cross-functional Team..., Technical Liaison, Investment Operations, Asset Management, Business Process, Investments, Financial Services, Trading, Operations Management, Securities, Client Services, Options, Management, Risk Management, Project Management
Education
JFK University 2000 — 2005
Master of Arts (MA), Counseling Psychology
UC Berkeley 1985 — 1989
Bachelor of Arts (BA), Political Economies of Industrial Societies
Nicolo Torre, CFA's Advisor Software Experience 2004 - November 2012
Job Director of Research & CIO at Advisor Software
Industry Financial Services
Experience
Advisor Software 2004 - November 2012
Greenwich Capital Markets June 2001 - August 2003
BARRA 1999 - 2001
Skills
Asset Allocation, Asset Managment, Mutual Funds, Portfolio Optimization, Software Development, Strategy, Product Management, Management Consulting, Strategic Planning, Asset Management, Management, Financial Modeling, Monte Carlo Simulation, Quantitative Finance, Investments, Equities, Risk Management
Education
University of California, Berkeley 1983 — 1989
Doctor of Philosophy (Ph.D.), Mathematics
Harvard college 1979 — 1983
Bachelor's degree
Advisor Software 2004 - November 2012
Greenwich Capital Markets June 2001 - August 2003
BARRA 1999 - 2001
Skills
Asset Allocation, Asset Managment, Mutual Funds, Portfolio Optimization, Software Development, Strategy, Product Management, Management Consulting, Strategic Planning, Asset Management, Management, Financial Modeling, Monte Carlo Simulation, Quantitative Finance, Investments, Equities, Risk Management
Education
University of California, Berkeley 1983 — 1989
Doctor of Philosophy (Ph.D.), Mathematics
Harvard college 1979 — 1983
Bachelor's degree
Shane Bliss's Advisor Software Experience January 2001 - April 2002
Job Digital Experience Manager
Industry Building Materials
Experience
Simpson Strong-Tie February 2006 - Present
Think Twice Legal October 2003 - February 2006
Advisor Software January 2001 - April 2002
Skills
User Interface Design, Graphic Design, Typography, Adobe Creative Suite, Illustration, Illustrator, Web Design, InDesign, Corporate Branding, Packaging, User Experience, Adobe Acrobat, Brand Development, Photoshop, Adobe Fireworks, Animation
Education
San Francisco State University 1995 — 1997
BA, Industrial Arts
Simpson Strong-Tie February 2006 - Present
Think Twice Legal October 2003 - February 2006
Advisor Software January 2001 - April 2002
Skills
User Interface Design, Graphic Design, Typography, Adobe Creative Suite, Illustration, Illustrator, Web Design, InDesign, Corporate Branding, Packaging, User Experience, Adobe Acrobat, Brand Development, Photoshop, Adobe Fireworks, Animation
Education
San Francisco State University 1995 — 1997
BA, Industrial Arts
Nicholas Pena's Advisor Software Experience September 2011 - September 2011
Job New Applied Mathematics Graduate
Industry
Experience
Pacific Northwest National Laboratory May 2013 - August 2013
Pacific Northwest National Laboratory May 2012 - August 2012
Target August 2010 - November 2011
Advisor Software September 2011 - September 2011
Skills
Research, Teamwork, Microsoft Word
Education
University of California, Berkeley 2013 — 2015
Bachelor’s Degree, Applied Mathematics
Diablo Valley College 2010 — 2013
Pacific Northwest National Laboratory May 2013 - August 2013
Pacific Northwest National Laboratory May 2012 - August 2012
Target August 2010 - November 2011
Advisor Software September 2011 - September 2011
Skills
Research, Teamwork, Microsoft Word
Education
University of California, Berkeley 2013 — 2015
Bachelor’s Degree, Applied Mathematics
Diablo Valley College 2010 — 2013
Hewlett-Packard
SAP
Symantec
Intuit
HP
salesforce.com
Bloomberg LP
Autodesk