ADVISORport Company
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21 ADVISORport employees in database. Find out everything there's to know about ADVISORport 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.
ADVISORport Employees
Employee
Years
Job
Industry
Daniel Fritz Daniel Fritz's ADVISORport Experience October 2002 - September 2003
Job Director, Product Management at Pershing LLC, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company February 2014 - Present
Pershing July 2010 - January 2014
PNC Global Investment Servicing February 2008 - July 2010
PNC Global Investment Servicing January 2006 - February 2008
PNC Global Investment Servicing October 2003 - December 2005
ADVISORport October 2002 - September 2003
ADVISORport August 2001 - October 2002
ADVISORport August 1999 - August 2001
Persimmon Capital Management, LP May 1999 - January 2000
Greycourt 1998 - 1999
Skills
Series 7, Series 24, Product Development, Product Management, Enterprise Software, Start-ups, Portfolio Management, Separately Managed..., Unified Managed Accounts, Key Client Relationships, Data Mining, Business Process Design, Software Development..., Business Strategy, Portfolio Accounting, Business Analysis, Mutual Funds, Business Intelligence, Program Management, Leadership, Management, Entrepreneurship, Executive Management, Financial Services, Process Improvement
Education
University of Pittsburgh 1995 — 1999
BS, Finance
Pershing, a BNY Mellon company February 2014 - Present
Pershing July 2010 - January 2014
PNC Global Investment Servicing February 2008 - July 2010
PNC Global Investment Servicing January 2006 - February 2008
PNC Global Investment Servicing October 2003 - December 2005
ADVISORport October 2002 - September 2003
ADVISORport August 2001 - October 2002
ADVISORport August 1999 - August 2001
Persimmon Capital Management, LP May 1999 - January 2000
Greycourt 1998 - 1999
Skills
Series 7, Series 24, Product Development, Product Management, Enterprise Software, Start-ups, Portfolio Management, Separately Managed..., Unified Managed Accounts, Key Client Relationships, Data Mining, Business Process Design, Software Development..., Business Strategy, Portfolio Accounting, Business Analysis, Mutual Funds, Business Intelligence, Program Management, Leadership, Management, Entrepreneurship, Executive Management, Financial Services, Process Improvement
Education
University of Pittsburgh 1995 — 1999
BS, Finance
Dan Penrose Dan Penrose's ADVISORport Experience January 2004 - January 2011
Job Director, National Sales Manager, Legg Mason & Co., LLC
Industry Financial Services
Experience
Legg Mason & Co., LLC January 2015 - Present
Lockwood Advisors, Inc. January 2011 - January 2015
Advisorport January 2004 - January 2011
SunTrust 1999 - 2004
Skills
Product Management, Mutual Funds, Wealth Management, Investments, Asset Management, Financial Services, Strategy, Business Development, Retirement Planning, Securities, Management, Cross-functional Team...
Education
University of North Florida - College of Business Administration 1996 — 1998
MBA, Business Administration
University of Georgia - Terry College of Business 1986 — 1990
Bachelor of Science (BS), Marketing
Legg Mason & Co., LLC January 2015 - Present
Lockwood Advisors, Inc. January 2011 - January 2015
Advisorport January 2004 - January 2011
SunTrust 1999 - 2004
Skills
Product Management, Mutual Funds, Wealth Management, Investments, Asset Management, Financial Services, Strategy, Business Development, Retirement Planning, Securities, Management, Cross-functional Team...
Education
University of North Florida - College of Business Administration 1996 — 1998
MBA, Business Administration
University of Georgia - Terry College of Business 1986 — 1990
Bachelor of Science (BS), Marketing
Robert E. Savarese, Jr. Robert E. Savarese, Jr.'s ADVISORport Experience 2003 - 2004
Job Director / National Accounts Manager
Industry Financial Services
Experience
Franklin Square Capital Partners December 2013 - Present
Federated Securities, Inc. July 2008 - November 2013
Janney Montgomery Scott May 2006 - July 2008
Janney Montgomery Scott 2004 - 2006
ADVISORport 2003 - 2004
Janney Montgomery Scott 2001 - 2003
Janney Montgomery Scott 1998 - 2001
Skills
Series 7, Mutual Funds, Retirement Planning, Series 63, Wealth Management, Asset Allocation, ETFs, 401k, Trading, Separately Managed..., Retirement, Investments, Financial Services, Financial Advisory, Alternative Investments, Securities, Investment Strategies, Insurance, Investment Advisory, Fixed Annuities, Finance, Bonds, FINRA, Equities, Series 65, Fixed Income, Estate Planning, Uniform Combined State..., Asset Management
Education
Temple University 1986 — 1989
BA, English & Political Science
LaSalle College High School 1981 — 1984
Franklin Square Capital Partners December 2013 - Present
Federated Securities, Inc. July 2008 - November 2013
Janney Montgomery Scott May 2006 - July 2008
Janney Montgomery Scott 2004 - 2006
ADVISORport 2003 - 2004
Janney Montgomery Scott 2001 - 2003
Janney Montgomery Scott 1998 - 2001
Skills
Series 7, Mutual Funds, Retirement Planning, Series 63, Wealth Management, Asset Allocation, ETFs, 401k, Trading, Separately Managed..., Retirement, Investments, Financial Services, Financial Advisory, Alternative Investments, Securities, Investment Strategies, Insurance, Investment Advisory, Fixed Annuities, Finance, Bonds, FINRA, Equities, Series 65, Fixed Income, Estate Planning, Uniform Combined State..., Asset Management
Education
Temple University 1986 — 1989
BA, English & Political Science
LaSalle College High School 1981 — 1984
Todd Dawes Todd Dawes's ADVISORport Experience November 1999 - August 2003
Job Director of Portfolio Management at Certis Capital Management, Inc.
Industry Financial Services
Experience
Certis Capital Management, Inc. August 2014 - Present
Persimmon Capital January 2006 - July 2014
PFPF/ADVISORport September 2003 - December 2005
ADVISORport November 1999 - August 2003
Education
University of Notre Dame 1997 — 1999
MBA, Finance, Notre Dame MBA Santiago Program. Santiago, Chile
Wayne State University
BA, Finance, Suma Cum Laude
Certis Capital Management, Inc. August 2014 - Present
Persimmon Capital January 2006 - July 2014
PFPF/ADVISORport September 2003 - December 2005
ADVISORport November 1999 - August 2003
Education
University of Notre Dame 1997 — 1999
MBA, Finance, Notre Dame MBA Santiago Program. Santiago, Chile
Wayne State University
BA, Finance, Suma Cum Laude
Steve Rosen Steve Rosen's ADVISORport Experience 2004 - 2005
Job Senior Consultant, Business Intelligence at Anexinet
Industry Information Technology and Services
Experience
Anexinet August 2015 - Present
Gap International January 2015 - July 2015
Versify Solutions October 2011 - December 2014
RR Donnelley November 2010 - September 2011
Dollar Financial Group September 2008 - November 2010
Vertex, Inc. 2007 - 2008
Independant 2005 - 2006
ADVISORport 2004 - 2005
Braun Consulting 1997 - 2000
Siemens Research and Technology 1984 - 1987
Skills
SQL Server 2014, SQL Server 2012, Microsoft SQL Server, Tabular OLAP Modeling, VMware Infrastructure, Databases, vSphere, High Availability..., Business Intelligence, VMware vSphere, Virtualization, Windows Azure, SQL Azure, T-SQL, SSIS, SSRS, ETL, Relational Databases, Integration, Data Warehousing, Data Modeling, Stored Procedures, Visual Studio, Data Integration, Database Design, Data Warehouse..., Performance Tuning, C#, Microsoft Technologies, Database Admin, SDLC, Database Management, Disaster Recovery, SQL Server Management..., Database Administration, Business Intelligence..., Database Development, Dimensional Modeling, SQL Tuning, OLTP, OLAP, Erwin, Query Optimization, TFS, Confio Ignite, Integration Services, VMWare, .NET, Power BI, Disaster R
Education
Drexel University 1979 — 1984
BS, Computer Science
Anexinet August 2015 - Present
Gap International January 2015 - July 2015
Versify Solutions October 2011 - December 2014
RR Donnelley November 2010 - September 2011
Dollar Financial Group September 2008 - November 2010
Vertex, Inc. 2007 - 2008
Independant 2005 - 2006
ADVISORport 2004 - 2005
Braun Consulting 1997 - 2000
Siemens Research and Technology 1984 - 1987
Skills
SQL Server 2014, SQL Server 2012, Microsoft SQL Server, Tabular OLAP Modeling, VMware Infrastructure, Databases, vSphere, High Availability..., Business Intelligence, VMware vSphere, Virtualization, Windows Azure, SQL Azure, T-SQL, SSIS, SSRS, ETL, Relational Databases, Integration, Data Warehousing, Data Modeling, Stored Procedures, Visual Studio, Data Integration, Database Design, Data Warehouse..., Performance Tuning, C#, Microsoft Technologies, Database Admin, SDLC, Database Management, Disaster Recovery, SQL Server Management..., Database Administration, Business Intelligence..., Database Development, Dimensional Modeling, SQL Tuning, OLTP, OLAP, Erwin, Query Optimization, TFS, Confio Ignite, Integration Services, VMWare, .NET, Power BI, Disaster R
Education
Drexel University 1979 — 1984
BS, Computer Science
Adam Baumgardner Adam Baumgardner's ADVISORport Experience February 2003 - September 2003
Job Principal at IQ 20/20
Industry Information Technology and Services
Experience
IQ 20/20 June 2014 - Present
Encuity Research LLC May 2013 - June 2014
Encuity Research, a Campbell Alliance Company May 2011 - May 2014
inVentiv Health September 2003 - May 2011
ADVISORport February 2003 - September 2003
SEI Investments June 1997 - February 2003
Skills
Microsoft SQL Server, Software Project..., ASP.NET, Data Modeling, Project Management, C#, Data Collection, MySQL, Business Intelligence, Databases, Project Planning, Vendor Management, Due Diligence, SQL Server, KPI Dashboards, Data Visualization, Data Management, Solution Implementation, Pharmaceutical Industry, Biopharmaceuticals, Healthcare, Competitive Intelligence, Analysis, Cross-functional Team..., Software Development, Analytics, Process Improvement, Management Consulting, CRM, Training, Mergers & Acquisitions, SaaS, Requirements Analysis, Data Mining, Cloud Computing, IT Strategy, IT Management, Market Research, Business Analysis, SQL, ITIL, Product Management, Data Analysis, Business Analytics, Oracle, PHP, Integration, Enterprise Software, SDLC, Strategy
Education
Pennsylvania State University-Great Valley Graduate Center 2001 — 2003
MS, Information Science
King's College 1993 — 1997
BS, Finance
IQ 20/20 June 2014 - Present
Encuity Research LLC May 2013 - June 2014
Encuity Research, a Campbell Alliance Company May 2011 - May 2014
inVentiv Health September 2003 - May 2011
ADVISORport February 2003 - September 2003
SEI Investments June 1997 - February 2003
Skills
Microsoft SQL Server, Software Project..., ASP.NET, Data Modeling, Project Management, C#, Data Collection, MySQL, Business Intelligence, Databases, Project Planning, Vendor Management, Due Diligence, SQL Server, KPI Dashboards, Data Visualization, Data Management, Solution Implementation, Pharmaceutical Industry, Biopharmaceuticals, Healthcare, Competitive Intelligence, Analysis, Cross-functional Team..., Software Development, Analytics, Process Improvement, Management Consulting, CRM, Training, Mergers & Acquisitions, SaaS, Requirements Analysis, Data Mining, Cloud Computing, IT Strategy, IT Management, Market Research, Business Analysis, SQL, ITIL, Product Management, Data Analysis, Business Analytics, Oracle, PHP, Integration, Enterprise Software, SDLC, Strategy
Education
Pennsylvania State University-Great Valley Graduate Center 2001 — 2003
MS, Information Science
King's College 1993 — 1997
BS, Finance
Patrick Neborg Patrick Neborg's ADVISORport Experience 2000 - 2005
Job Software Architect at Softerware/Author at Pluralsight
Industry Information Technology and Services
Experience
SofterWare, Inc. October 2011 - Present
Pluralsight November 2013 - Present
Financial Software Systems January 2011 - October 2011
Philadelphia Insurance Companies October 2009 - January 2011
Capmark Finance, Inc 2006 - 2009
Omicron Consulting 2006 - 2006
ADVISORport 2000 - 2005
TNS Intersearch 1998 - 2000
Aetna US Healthcare 1994 - 1998
GMAC Mortgage 1990 - 1994
Education
Pennsylvania State University-Great Valley Graduate Center 1997 — 2003
Master of Software Enginneering, Software Engineering
Messiah College 1987 — 1989
Bachelor, Computer Science
Dutchess Community College 1985 — 1987
Associate of Science, Computer Science
SofterWare, Inc. October 2011 - Present
Pluralsight November 2013 - Present
Financial Software Systems January 2011 - October 2011
Philadelphia Insurance Companies October 2009 - January 2011
Capmark Finance, Inc 2006 - 2009
Omicron Consulting 2006 - 2006
ADVISORport 2000 - 2005
TNS Intersearch 1998 - 2000
Aetna US Healthcare 1994 - 1998
GMAC Mortgage 1990 - 1994
Education
Pennsylvania State University-Great Valley Graduate Center 1997 — 2003
Master of Software Enginneering, Software Engineering
Messiah College 1987 — 1989
Bachelor, Computer Science
Dutchess Community College 1985 — 1987
Associate of Science, Computer Science
Brian Stoner Brian Stoner's ADVISORport Experience December 2003 - March 2006
Job FrontEnd at DuckDuckGo
Industry Information Technology and Services
Experience
DuckDuckGo November 2013 - Present
Instinct June 2011 - Present
MyDunkTank November 2010 - June 2011
NAVTEQ February 2010 - March 2011
PNC / PFPC October 2007 - July 2009
Oracle Corporation March 2006 - October 2007
ADVISORport December 2003 - March 2006
Skills
Web Development, JavaScript, Mobile, Web Applications, HTML, PHP, Ruby on Rails, CSS, MySQL, XML, SQL, User Experience, Mobile Applications, User Interface, Architecture, Software Development, Web Design, Photoshop, jQuery, Linux, AJAX, Mobile Devices, C#, Node.js, HTML 5, Oracle
Education
Drexel University 2004 — 2007
M.S.
Syracuse University 1999 — 2003
DuckDuckGo November 2013 - Present
Instinct June 2011 - Present
MyDunkTank November 2010 - June 2011
NAVTEQ February 2010 - March 2011
PNC / PFPC October 2007 - July 2009
Oracle Corporation March 2006 - October 2007
ADVISORport December 2003 - March 2006
Skills
Web Development, JavaScript, Mobile, Web Applications, HTML, PHP, Ruby on Rails, CSS, MySQL, XML, SQL, User Experience, Mobile Applications, User Interface, Architecture, Software Development, Web Design, Photoshop, jQuery, Linux, AJAX, Mobile Devices, C#, Node.js, HTML 5, Oracle
Education
Drexel University 2004 — 2007
M.S.
Syracuse University 1999 — 2003
Gene Sinclair Gene Sinclair's ADVISORport Experience December 2002 - July 2006
Job Principal and VP of Business Development, GW & Wade, LLC
Industry Financial Services
Experience
GW & Wade, LLC July 2007 - Present
HOPE Services October 2012 - October 2014
ADVISORport December 2002 - July 2006
Oberon Financial Technology May 2000 - July 2002
PruneYard Financial Group October 1995 - May 2000
Skills
Wealth Management, Investments, Asset Management, Investment Advisory, Estate Planning, Retirement, Start-ups, Investment Management, Financial Advisory, Entrepreneurship, Executive Management, Financial Planners, Wealth, Portfolio Management, Strategic Financial..., Retirement Planning
Education
San Jose State University 1973 — 1975
B.S., Marketing, Finance
Clarence High School 1966 — 1969
GED
GW & Wade, LLC July 2007 - Present
HOPE Services October 2012 - October 2014
ADVISORport December 2002 - July 2006
Oberon Financial Technology May 2000 - July 2002
PruneYard Financial Group October 1995 - May 2000
Skills
Wealth Management, Investments, Asset Management, Investment Advisory, Estate Planning, Retirement, Start-ups, Investment Management, Financial Advisory, Entrepreneurship, Executive Management, Financial Planners, Wealth, Portfolio Management, Strategic Financial..., Retirement Planning
Education
San Jose State University 1973 — 1975
B.S., Marketing, Finance
Clarence High School 1966 — 1969
GED
Ann Cramer's ADVISORport Experience June 2009 - March 2010
Job Program Manager, One Touch Reveal at Digital Solutions, Product Development at Johnson & Johnson Diabetes Solutions
Industry Consumer Goods
Experience
Digital Solutions, R&D at Johnson & Johnson Diabetes Solutions July 2015 - Present
Johnson & Johnson Health and Wellness Solutions, Inc. January 2015 - July 2015
Johnson & Johnson January 2013 - December 2014
Wellness And Prevention January 2011 - March 2013
BNY Mellon June 2009 - April 2011
ADVISORport June 2009 - March 2010
PNC Financial Services Group June 2009 - March 2010
BusinessEdge Solutions December 2008 - June 2009
EMC December 2008 - June 2009
LifeScan February 2008 - November 2008
Skills
Business, Database Design, Microsoft Excel, Governance, Innovation, JavaScript, Key Account Management, Leadership, Lifesciences, Lotus Notes, Microsoft Office, IT Operations, PowerPoint, Problem Solving, Quality Assurance, Quality Management, SDLC, User Experience, User Acceptance Testing, Visio, Visual Basic, Visual Studio, Web Development, XML, XSL, Agile Methodologies, Business Analysis, Practice Partner, Prezi, Regulatory Submissions, Regulatory Guidelines, Healthcare Industry, Consumer, Open Innovation, Innovation Consulting, Product Innovation, Business Process..., Business Process, InfoPath Forms, Adobe Acrobat, CRM, Requirements Gathering, Change Management, Analysis, Strategy, Integration, SharePoint, Software Documentation, Requirements Analysis, Project Management
Education
Western Governors University 2013 — 2015
Business Management, IT
Bowling Green State University 1989 — 1991
Communications
Hocking Technical College 1986 — 1987
Technical Certificate, Travel Technology, 3.8
soderslatts gymnasiet 1983 — 1984
Digital Solutions, R&D at Johnson & Johnson Diabetes Solutions July 2015 - Present
Johnson & Johnson Health and Wellness Solutions, Inc. January 2015 - July 2015
Johnson & Johnson January 2013 - December 2014
Wellness And Prevention January 2011 - March 2013
BNY Mellon June 2009 - April 2011
ADVISORport June 2009 - March 2010
PNC Financial Services Group June 2009 - March 2010
BusinessEdge Solutions December 2008 - June 2009
EMC December 2008 - June 2009
LifeScan February 2008 - November 2008
Skills
Business, Database Design, Microsoft Excel, Governance, Innovation, JavaScript, Key Account Management, Leadership, Lifesciences, Lotus Notes, Microsoft Office, IT Operations, PowerPoint, Problem Solving, Quality Assurance, Quality Management, SDLC, User Experience, User Acceptance Testing, Visio, Visual Basic, Visual Studio, Web Development, XML, XSL, Agile Methodologies, Business Analysis, Practice Partner, Prezi, Regulatory Submissions, Regulatory Guidelines, Healthcare Industry, Consumer, Open Innovation, Innovation Consulting, Product Innovation, Business Process..., Business Process, InfoPath Forms, Adobe Acrobat, CRM, Requirements Gathering, Change Management, Analysis, Strategy, Integration, SharePoint, Software Documentation, Requirements Analysis, Project Management
Education
Western Governors University 2013 — 2015
Business Management, IT
Bowling Green State University 1989 — 1991
Communications
Hocking Technical College 1986 — 1987
Technical Certificate, Travel Technology, 3.8
soderslatts gymnasiet 1983 — 1984
Rhonda McNavish's ADVISORport Experience March 2005 - November 2007
Job Assistant Senior Investment Officer Public Equity at Washington State Investment Board
Industry Investment Management
Experience
Washington State Investment Board January 2013 - Present
City of Philadelphia Board of Pensions and Retirement July 2011 - December 2012
City of Philadelphia Board of Pensions and Retirement January 2011 - June 2011
City of Philadelphia Board of Pensions and Retirement March 2009 - January 2011
City of Philadelphia Board of Pensions and Retirement November 2007 - March 2009
ADVISORport March 2005 - November 2007
Deutsche Asset Management October 1998 - October 2003
Skills
Investments, Fixed Income, Asset Managment, Asset Allocation, Equities, Portfolio Management, Alternative Investments, Financial Structuring, Investment Management, Bloomberg, Hedge Funds, Mutual Funds, Investment Advisory, Wealth Management, Asset Management
Education
Penn State University 1985 — 1989
Bachelor of Science, Finance
Villanova University
MBA
Washington State Investment Board January 2013 - Present
City of Philadelphia Board of Pensions and Retirement July 2011 - December 2012
City of Philadelphia Board of Pensions and Retirement January 2011 - June 2011
City of Philadelphia Board of Pensions and Retirement March 2009 - January 2011
City of Philadelphia Board of Pensions and Retirement November 2007 - March 2009
ADVISORport March 2005 - November 2007
Deutsche Asset Management October 1998 - October 2003
Skills
Investments, Fixed Income, Asset Managment, Asset Allocation, Equities, Portfolio Management, Alternative Investments, Financial Structuring, Investment Management, Bloomberg, Hedge Funds, Mutual Funds, Investment Advisory, Wealth Management, Asset Management
Education
Penn State University 1985 — 1989
Bachelor of Science, Finance
Villanova University
MBA
David Sergovic's ADVISORport Experience January 2001 - May 2003
Job Global Manager of Technology, Productized Services at Hay Group
Industry Management Consulting
Experience
Hay Group April 2013 - Present
Hay Group February 2009 - March 2013
PNC Global Investment Servicing February 2006 - January 2009
Information Logic May 2003 - January 2009
ADVISORport January 2001 - May 2003
Skills
Mobile Strategy, Digital Strategy, Enterprise Architecture, Solution Architecture, Strategic Planning, Application Architecture, Web Applications, Mobile Applications, Cloud Security, Private Cloud, Public Cloud, Virtualization, Data Architecture
Education
University of Pennsylvania
Hay Group April 2013 - Present
Hay Group February 2009 - March 2013
PNC Global Investment Servicing February 2006 - January 2009
Information Logic May 2003 - January 2009
ADVISORport January 2001 - May 2003
Skills
Mobile Strategy, Digital Strategy, Enterprise Architecture, Solution Architecture, Strategic Planning, Application Architecture, Web Applications, Mobile Applications, Cloud Security, Private Cloud, Public Cloud, Virtualization, Data Architecture
Education
University of Pennsylvania
Kelly Kamenik's ADVISORport Experience TEAM LEADADVISORPORT2006 - Present
Job TEAM LEAD, PORTFOLIO ACCOUNTING at ADVISORPORT
Industry Financial Services
Experience
ADVISORPORT TEAM LEADADVISORPORT2006 - Present
Education
Concord University 1981 — 1985
ADVISORPORT TEAM LEADADVISORPORT2006 - Present
Education
Concord University 1981 — 1985
Robert Garvey's ADVISORport Experience August 2004 - August 2005
Job Senior SQL Server DBA at Xerox
Industry Information Technology and Services
Experience
Xerox November 2012 - February 2014
PJM Interconnection March 2009 - January 2011
Sovereign Bank July 2008 - December 2008
Comcast Cable July 2007 - June 2008
sovereign bank - reading ,pa January 2006 - January 2007
SunGard Higher Education 2005 - 2006
ADVISORport August 2004 - August 2005
PFPC 2004 - 2005
Skills
Disaster Recovery, SSIS, T-SQL, Microsoft SQL Server, Databases, SQL, Security, Database Design, Database Administration, Data Warehousing, SharePoint
Education
La Salle University 1982 — 1986
Bachelors, Computer Science
Xerox November 2012 - February 2014
PJM Interconnection March 2009 - January 2011
Sovereign Bank July 2008 - December 2008
Comcast Cable July 2007 - June 2008
sovereign bank - reading ,pa January 2006 - January 2007
SunGard Higher Education 2005 - 2006
ADVISORport August 2004 - August 2005
PFPC 2004 - 2005
Skills
Disaster Recovery, SSIS, T-SQL, Microsoft SQL Server, Databases, SQL, Security, Database Design, Database Administration, Data Warehousing, SharePoint
Education
La Salle University 1982 — 1986
Bachelors, Computer Science
Janet Krazalkovich's ADVISORport Experience January 2007 - December 2010
Job Assistant Vice President, Technology at Pershing
Industry Financial Services
Experience
Pershing May 2013 - Present
BNY Mellon January 2011 - July 2011
ADVISORport January 2007 - December 2010
PFPC September 2004 - January 2007
Skills
Regression Testing, Test Planning, Mutual Funds, User Acceptance Testing, Agile Methodologies, Business Analysis, CRM, Databases, Manual Testing, Microsoft SQL Server, QTP, Quality Assurance, Requirements Analysis, Test Automation, Test Cases, Web Applications
Education
Montgomery County Community College
Pershing May 2013 - Present
BNY Mellon January 2011 - July 2011
ADVISORport January 2007 - December 2010
PFPC September 2004 - January 2007
Skills
Regression Testing, Test Planning, Mutual Funds, User Acceptance Testing, Agile Methodologies, Business Analysis, CRM, Databases, Manual Testing, Microsoft SQL Server, QTP, Quality Assurance, Requirements Analysis, Test Automation, Test Cases, Web Applications
Education
Montgomery County Community College
Brad Fryer's ADVISORport Experience May 2006 - Present
Job Directed Lending Agent at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase January 2009 - Present
The McGraw-Hill Companies May 2008 - Present
ADVISORport May 2006 - Present
Education
Penn State University 2004 — 2008
B.A., Finance, Advertising/Public Relations, International Business
UNSW Australia 2007 — 2007
Finance, Communication
JPMorgan Chase January 2009 - Present
The McGraw-Hill Companies May 2008 - Present
ADVISORport May 2006 - Present
Education
Penn State University 2004 — 2008
B.A., Finance, Advertising/Public Relations, International Business
UNSW Australia 2007 — 2007
Finance, Communication
Steven Kandetzke's ADVISORport Experience May 2005 - September 2006
Job VP, Program Management at Foundry9
Industry Information Technology and Services
Experience
Foundry9 November 2010 - Present
BNY Mellon July 2010 - November 2010
PNC GIS Managed Investments August 2006 - June 2009
ADVISORport May 2005 - September 2006
Daimler Chrysler January 2003 - May 2005
Skills
SDLC, Vendor Management, Process Improvement, Project Management, Business Analysis, Software Project..., Agile Methodologies, SQL, Software Development, Business Process, Microsoft SQL Server, Cross-functional Team..., Enterprise Architecture, Visio, IT Management, Program Management, PMO, Requirements Analysis, Requirements Gathering, MS Project
Education
Avon High School '76
University of Connecticut
University of Connecticut
Foundry9 November 2010 - Present
BNY Mellon July 2010 - November 2010
PNC GIS Managed Investments August 2006 - June 2009
ADVISORport May 2005 - September 2006
Daimler Chrysler January 2003 - May 2005
Skills
SDLC, Vendor Management, Process Improvement, Project Management, Business Analysis, Software Project..., Agile Methodologies, SQL, Software Development, Business Process, Microsoft SQL Server, Cross-functional Team..., Enterprise Architecture, Visio, IT Management, Program Management, PMO, Requirements Analysis, Requirements Gathering, MS Project
Education
Avon High School '76
University of Connecticut
University of Connecticut
Joseph C. Curran III's ADVISORport Experience January 2007 - July 2009
Job Operations Specialist at Cassie Capital Management
Industry Financial Services
Experience
Cassie Capital Management May 2011 - Present
ADVISORport January 2007 - July 2009
PFPC February 2004 - December 2006
Susquehanna International Group September 1999 - November 2003
Susquehanna Investment Group September 1999 - November 2003
Skills
Wealth Management, Multivariate Statistics, Business Statistics, Technology Evaluation
Education
Drexel University - LeBow College of Business 1999 — 2001
B.S., Finance & Economics
Drexel University
Bachelor of Science, Business & Administration
Drexel University
MBA
Drexel University - College of Business and Administration
MBA, Portfolio Management, 3.5
Cassie Capital Management May 2011 - Present
ADVISORport January 2007 - July 2009
PFPC February 2004 - December 2006
Susquehanna International Group September 1999 - November 2003
Susquehanna Investment Group September 1999 - November 2003
Skills
Wealth Management, Multivariate Statistics, Business Statistics, Technology Evaluation
Education
Drexel University - LeBow College of Business 1999 — 2001
B.S., Finance & Economics
Drexel University
Bachelor of Science, Business & Administration
Drexel University
MBA
Drexel University - College of Business and Administration
MBA, Portfolio Management, 3.5
Denis Houser's ADVISORport Experience October 2001 - October 2002
Job Independent Financial Services Professional
Industry Financial Services
Experience
Financial Services January 2009 - Present
Bellatore March 2007 - January 2009
Nationwide Financial October 2002 - March 2007
ADVISORport October 2001 - October 2002
RTE Asset Management September 1988 - May 2001
Education
University of Pennsylvania - The Wharton School 1981 — 1984
BSE
Financial Services January 2009 - Present
Bellatore March 2007 - January 2009
Nationwide Financial October 2002 - March 2007
ADVISORport October 2001 - October 2002
RTE Asset Management September 1988 - May 2001
Education
University of Pennsylvania - The Wharton School 1981 — 1984
BSE