Advisys Company

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Advisys Employees

Employee
Years
Job
Industry
James McNeese James McNeese Orange County, California Area Details
James McNeese's Advisys Experience Director of DevelopmentAdvisysSeptember 2010 - September 2014
Job Director of Operations, Advisys
Industry Information Technology and Services
Experience
Advisys   Director of DevelopmentAdvisysSeptember 2010 - September 2014
McNeese & Associates   October 2006 - September 2010
Capital Group  September 1992 - September 2006

Skills
Project Management, Technical Architecture, Disaster Recovery, Vendor Management, Business Continuity, Negotiation, Web Hosting, Brand Management, Infrastructure, Architecture, System Administration, Quality Assurance, Web Applications, Integration, IT Strategy, SDLC, Agile Methodologies, Enterprise Architecture, IT Management, Requirements Analysis, SharePoint, Architectures

Education
California State Polytechnic University-Pomona   1989 — 1992
Bachelors, Computer Science

Jon Luskin, MBA Jon Luskin, MBA San Diego, California Details
Jon Luskin, MBA's Advisys Experience May 2013 - Present
Job Financial Plannning
Industry Financial Services
Experience
Advisys   May 2013 - Present
Source Financial Advisors   March 2015 - August 2015
Wealth Analytics   November 2013 - February 2015
CODA Automotive, Inc.   September 2012 - April 2013
L.A. Gay & Lesbian Center   January 2012 - July 2012
L.A. Gay & Lesbian Center   January 2011 - January 2012
L.A. Gay & Lesbian Center   October 2009 - January 2011
I'll Be The One Organization   2007 - 2009
Wild Oats Markets  August 2006 - June 2007

Education
UCLA Extension   2013 — 2015
Certificate, Personal Financial Planning

American Jewish University   2010 — 2014
Master of Business Administration (MBA)

California State University-Northridge   2004 — 2006
B.A., Sociology

Glenn Swift Glenn Swift West Palm Beach, Florida Area Details
Glenn Swift's Advisys Experience August 2005 - February 2007
Job Publisher | Editor | Writer | Educator & Editor in Chief of Our Wonderful World Media & Entertainment, Inc.
Industry Media Production
Experience
Our Wonderful World Media & Entertainment, Inc.   May 2010 - Present
Palm Beach State College  January 2010 - Present
Northwood University  August 2001 - Present
Sprouts, Inc   January 2009 - May 2010
PBG Lifestyle Magazine  November 2007 - January 2009
Advisys   August 2005 - February 2007

Skills
Publishing, Magazines, Newspapers, Video Production, Entertainment, Public Speaking, Online Publishing, Management, Art, Photography, Fashion, Blogging, Adobe Creative Suite, Online Advertising, Public Relations, Event Planning, Social Networking, Publicity, Copy Editing, Digital Media, Email Marketing, Newspaper, Online Marketing, Social Media Marketing, Publications, Marketing Communications, Facebook, Editing, Storytelling, InDesign, Social Media, Graphic Design, Illustrator, Editorial, Pop Culture, Broadcast, Media Relations, Advertising, Photoshop, Copywriting, Creative Writing, Press Releases

Education
University of Central Florida   1998 — 2001
M.A., European History

Stetson University   1976 — 1979
B.B.A., Business Administration -- Finance

William Staake, CLU, ChFC, MBA William Staake, CLU, ChFC, MBA Orange County, California Area Details
William Staake, CLU, ChFC, MBA's Advisys Experience January 1989 - November 2000
Job Financial , Estate and Retirement Specialist
Industry Financial Services
Experience
Wealth Advisory Group (Member: M Financial Group)   2003 - Present
Advisys   January 1989 - November 2000
Financial Profiles,Inc   October 1984 - October 1988

Skills
Business Communications, Financial Modeling, Financial, Estate &..., Asset Protection, Wealth Management, Retirement Planning, Succession Planning, Strategic Planning, Business Planning, Wealth, Finance, Estate Planning, Retirement, Management, Financial Planning, Marketing

Education
University of Phoenix   1995 — 1997
MBA, Technology Management, #1 in Class

The American College   1982 — 1983
ChFC (Chartered Financial Consultant), Financial Consulting

The American College   1980 — 1982
CLU (Chartered Life Underwriter), Financial Services

Wilkes University   1966 — 1971
BS, Commerce & Finance

James Connolly James Connolly Greater Los Angeles Area Details
James Connolly's Advisys Experience March 2007 - May 2010
Job Innovative and versatile software development and technology operations veteran
Industry Information Technology and Services
Experience
Zynx Health  August 2013 - Present
Zynx Health  May 2010 - August 2013
Advisys   March 2007 - May 2010
Orange County Software Development Institute   2005 - 2007
Union Bank of California  2001 - 2005
Salesmation   1999 - 2001
CH2M HILL and others   1989 - 1999

Skills
Organizational..., Leadership, IT Strategy, IT Management, Healthcare Information..., Agile Methodologies, Information Technology, Engineering Management, Process Improvement, Solutions Architecture, Governance, Clinical Decision..., Technological Innovation, SaaS, Agile Project Management, Program Management, Project Management, Product Development, Mergers & Acquisitions, Design Thinking, Lean Startup, Security, Compliance Management, HIPAA

Education
University of California, Irvine - The Paul Merage School of Business   2003 — 2005
MBA

University of California, Los Angeles
B.A.

Julie M Treloar Julie M Treloar Orange County, California Area Details
Julie M Treloar's Advisys Experience November 2014 - Present
Job Account Services at Advisys
Industry Information Technology and Services
Experience
Advisys   November 2014 - Present
Farmers Insurance  January 2012 - October 2014
Classic Artwear   January 2008 - January 2012
Corona Life Services   January 1998 - January 2000
Amplicon Financial  January 1995 - January 1998
Livingwell Medical Clinic   1995 - 1997
Livingwell Medical Clinic   1995 - 1997

Skills
Marketing, Sales, Leadership, Management, Customer Service, Strategic Planning, Account Management, Life Insurance, Training, P&C Insurance, Time Management, Insurance

Education
Orange Coast College
Business Administration and Management, General

Chris Horne Chris Horne Orange County, California Area Details
Chris Horne's Advisys Experience October 2012 - March 2013
Job Creative & Innovative Product Management and Marketing professional
Industry Computer Software
Experience
Lexmark Enterprise Software  December 2013 - Present
Advisys   October 2012 - March 2013
Horne Consulting   April 2011 - October 2012
IBML  September 2009 - April 2011
Kofax  October 2003 - June 2008
FieldCentrix  October 1999 - March 2003
Kofax  February 1998 - October 1999
NetSoft  November 1992 - February 1998
Sully Miller Construction   June 1985 - December 1992

Skills
Product Management, Product Marketing, Product Development, Enterprise Software, Enterprise Content..., Market Research, Mobile Applications, Business Development, Strategy, Cross-functional Team..., Agile Project Management, Mobile Devices, Mobile Design, Strategic Alliances, Market Analysis, Strategic Planning, Product Lifecycle..., Product Requirements, Document Capture, Web Applications, Product Strategy, Product Life Cycle..., Web Services, Cloud Computing, PaaS, SaaS, Windows Azure, Managed Services, Hosted Services, Mobile Product..., Agile & Waterfall..., Agile Application..., Software Product..., Technical Product..., Program Management, Business Process..., Business Process..., Business Planning, Business Strategy, Product Strategies, Product Launch, Analytics, Software Requirements, Competitive Intelligence, Software Consulting, Integration, Competitive Analysis

Education
University of California, Irvine - The Paul Merage School of Business   2014 — 2016
Master of Business Administration (M.B.A.) - Candidate, Organizational Management, Economics & Finance, Marketing, Global Business & Strategy

Harvard Business School   2005 — 2007
Certification Program, - Leadership, Values, Ethics, Strategic Marketing, Sales, Operational and Financial Management

University of California, Irvine   1985 — 1989
Bachelor of Arts, Psychology

JD Sabocor JD Sabocor Orange County, California Area Details
JD Sabocor's Advisys Experience October 2014 - December 2014
Job Asset Retention Insurance Services
Industry Financial Services
Experience
Asset Retention Insurance Services   December 2014 - Present
Advisys   October 2014 - December 2014
Adam Hale & Associates - Lincoln Heritage   March 2014 - October 2014
Pacific Life  September 2012 - February 2014
California International Funding & Realty   November 2011 - September 2012
Diversified Planning Solutions   October 2010 - September 2012
Wamu/ Chase   1997 - 2010

Skills
Fixed Annuities, Variable Annuities, Indexed Annuities, Investments, Real Estate, Mortgage Lending, life insurance, Health Insurance, Retirement, IRAs, Retirement Planning, Team Building

Education
CSULB

San Diego State University-California State University

Jessica M. Gonzalez Jessica M. Gonzalez Greater Los Angeles Area Details
Jessica M. Gonzalez's Advisys Experience November 2012 - November 2013
Job Independent Consultant
Industry Human Resources
Experience
Fountain O & P   March 2014 - September 2014
Advisys   November 2012 - November 2013
American Career College  November 2010 - November 2011
THINK Together  October 2009 - November 2010
CareMore Health Plan  April 2007 - April 2009

Skills
Talent Acquisition, Recruiting, Human Resources, Employee Relations, Applicant Tracking..., Career Counseling, Public Speaking, New Hire Orientations, Onboarding, Employee Benefits, Payroll, Management, Resume Writing, Interviews, HRIS

Education
Orange Coast College   2012 — 2014
Certificate in Marketing, Marketing

Cerritos College   2002 — 2003
Human Resources Certificate, Human Resources Management/Personnel Administration, General

Bellflower High School, Bellflower, CA   1994 — 1998
High School Diploma, General Education

Santa Monica College
Graphic Design (AA) Degree, Graphic Design

Sol Karimi Sol Karimi Orange County, California Area Details
Sol Karimi's Advisys Experience April 2008 - March 2010
Job Creative Digital Branding & Mobile Marketing Expert
Industry Management Consulting
Experience
ConBop   February 2012 - Present
Self Employed  2004 - Present
Buttasopht Musilk   January 2002 - Present
Digital Targeting   November 2012 - February 2013
Lender Processing Services (LPS) Applied Analytics   October 2010 - February 2012
Advisys   April 2008 - March 2010
Veros  2008 - 2009
Crash-TV   2007 - 2008
Get Lower, Inc.   January 2006 - December 2007
RealtyTrac  February 2004 - January 2006

Skills
Writing, Marketing Communications, Creating Proposals, Creating Processes, Project Management, Technical Writing, Revenue Forecasting, Leading Cross..., Consumer Insights, Webinars, Sales Management, Marketing Strategy, Social Media Marketing, Team Building, Team Leadership, Process Development, Process Improvement, Cross Selling, Product Management, Microsoft Office, Call Center Development, Call Center, Customer Interaction, Employee Handbooks, Sales Operations, Inside Sales, Cold Calling, Consultative Selling, Time Management, Data Management, Coaching, WebEx, Follow-up, Upselling, Sales Process, Sales Support, Meeting Deadlines, Organizing Meetings, Conflict Resolution, Value Based Selling, Phone Sales, Phone Etiquette, Online Marketing, HTML, Corporate Blogging, Performance Reviews, Solution Selling, B2B Sales, Oracle, CRM software

Education
California State University-Long Beach   1997 — 2002
BA, English Education Creative Writing (emphasis)

Savanna High School   1993 — 1997
High School Diploma, Honors AP

J Dangl J Dangl Orange County, California Area Details
J Dangl's Advisys Experience September 1993 - Present
Job Software Developer at Advisys
Industry Information Technology and Services
Experience
Advisys   September 1993 - Present
Rapid Ascent   October 1998 - June 1999
Advisys   August 1993 - October 1998
Martin Integrated   June 1989 - September 1990

Skills
Product Management, SDLC, Requirements Analysis, TFS, Quality Center, Testing, HTML, Agile Methodologies, Business Analysis, Software Project..., Product Development, Software Quality..., XML, Process Improvement, C#, Project Management, Software Configuration...

Education
University of California, Irvine   1985 — 1989
BS, Mechanical Engineering

Nat Cohen Nat Cohen Greater Los Angeles Area Details
Nat Cohen's Advisys Experience February 2004 - February 2012
Job Certified Crestron Programmer at The Installation Company
Industry Computer Software
Experience
The Installation Company   May 2012 - Present
Advisys   February 2004 - February 2012
University of Alaska Anchorage  August 2002 - December 2003
BeyondTechnologies   1997 - 2003
Kettley Publishing  April 1999 - May 2001

Skills
Process Improvement, Team Leadership, Strategic Planning, Management, Project Management, Microsoft Office, Leadership, Business Analysis, Public Speaking, Marketing, Integration, Software Development, Microsoft Excel, C++, Java, Visual Basic, Budgets, Program Management

Education
Crestron Certification Classes   2012 — 2014
Certified Crestron Programmer

University of California, Irvine   2006 — 2006
Business Analyst Program Certification

The American College, Bryn Mawr, PA   1997 — 1999
Masters of Science in Financial Services (MSFS)

University of Alaska Anchorage   1994 — 1997
BA in Economics with minor in Business Administration, Economics, Accounting, Programming, 4.0

Ryan Piwonka Ryan Piwonka Orange County, California Area Details
Ryan Piwonka's Advisys Experience April 2007 - Present
Job Lead Developer at Advisys
Industry Information Technology and Services
Experience
Advisys   April 2007 - Present
Knight Communications  May 1993 - April 2007
BJ's Restaurants, Inc.   2005 - 2007
ApprovalFinder   May 1999 - February 2002
LoanGenie.com   May 1999 - February 2001
Aerojet  June 1995 - June 1996

Skills
HTML, XML, SaaS, Web Applications, SDLC, Scrum, Agile Methodologies, C#, Microsoft Office, Disaster Recovery, Team Leadership, TFS, Business Analysis, Cross-functional Team..., Software Project..., Project Management, Java, Testing, Agile Project Management, Mobile Applications, SharePoint

Education
California State Polytechnic University-Pomona   1992 — 1997
BS, CIS - Programming Option

Jenna Tagliaferri Jenna Tagliaferri Greater Atlanta Area Details
Jenna Tagliaferri's Advisys Experience 2002 - 2003
Job Quality Consultant at KimberlyClark
Industry Pharmaceuticals
Experience
Kimberly-Clark  November 2013 - Present
4P Therapeutics   June 2012 - October 2013
Altea Therapeutics  April 2004 - December 2010
Advisys   2002 - 2003
NaPro   2002 - 2003
Tanox  2002 - 2002
Opexa   2001 - 2002
Endovasc   2001 - 2002
GeneMedicine  1993 - 2001
Pharmacia  1988 - 1992

Skills
FDA, CMC, CAPA, Regulatory Affairs, Quality System, GMP, Medical Devices, Design Control, Quality Assurance, ISO 13485, Validation, Sop, GLP, Change Control, V&V, GxP, Technology Transfer, 21 CFR Part 11, Biopharmaceuticals

Education
North Carolina State University   1988 — 1992
BS

Tahmid Choudhuri Tahmid Choudhuri Newport Beach, California Details
Tahmid Choudhuri's Advisys Experience November 2008 - February 2009
Job Mobile Business Solutions Provider at Protivasoft Inc.
Industry Computer Software
Experience
Protivasoft Inc.   October 2012 - Present
Empower Software Solutions  March 2009 - September 2013
Advisys   November 2008 - February 2009
Advisys   June 2007 - October 2008
Experian Consumer Direct  April 2007 - June 2007
Kettley Publishing (now Advisys Inc), Newport Beach, CA   November 2005 - March 2007
AppleOne Employment Services (All-in-1)   November 2002 - October 2005
Protivasoft Inc, Alpharetta, GA   January 2002 - October 2002
Absolute Power System, Atlanta, GA   September 2001 - December 2001
Firepond  July 1994 - June 2001

Skills
C#, WCF, iOS, Objective-C, MonoTouch, Android, Java, ASP.NET, .NET, Windows 7 Phone, Silverlight, XAML, XML, LINQ, T-SQL, JSON, jQuery, JavaScript, IIS 7, TFS, Unit Testing, Microsoft SQL Server, Databases, iOS Training, Xamarin.iOS, Xamarin.Android, Amazon EC2, Amazon EBS, Amazon ELB, Amazon SES, Web Applications, Agile Methodologies

Education
Minnesota State University, Mankato   1992 — 1994
MS

University of Minnesota-Twin Cities   1986 — 1992
BSME

Jodie Hauck Jodie Hauck Orange County, California Area Details
Jodie Hauck's Advisys Experience October 2014 - Present
Job Sales Manager at Advisys
Industry Pharmaceuticals
Experience
Advisys   October 2014 - Present
Realty One  November 2013 - Present
Re Max Real Estate Services   January 2005 - June 2006
Brio Technology  February 1997 - December 1998
Brio Technology  1995 - 1997
ITT Technical Institute  January 1995 - July 1995

Skills
Public Speaking, Team Building, Nonprofits, Healthcare, Strategic Planning, Customer Service, Leadership, Marketing, Social Media, Social Networking, Editing, Management, Teaching, Social Media Marketing, Sales, New Business Development, Analysis, Marketing Strategy, Sales Management, Salesforce.com, Advertising, Account Management, Event Planning, Negotiation

Education
Carleton University
Bachelor's Degree, Psychology, A

Kyle Mulleady Kyle Mulleady San Juan Capistrano, California Details
Kyle Mulleady's Advisys Experience December 2014 - Present
Job Fullstack developer at Advisys
Industry Computer Software
Experience
Advisys   December 2014 - Present
Advent Companies  February 2014 - December 2014
University of Hawaii at Manoa  October 2012 - December 2013
GoDaddy  May 2012 - August 2012
Arizona State University  January 2012 - May 2012

Skills
Python, Django, AngularJS, Javascript, .NET, Ext JS, iOS, Backbone.js, C#, TFS, Git, Java, PHP

Education
Georgia Institute of Technology
Master of Science (M.S.), Computer Science

University of Hawaii at Manoa
Bachelor of Science (BS), Computer Science