Balanced Scorecard Collaborative
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Balanced Scorecard Collaborative Employees
Employee
Years
Job
Industry
Eleni Vera, PMP Eleni Vera, PMP's Balanced Scorecard Collaborative Experience 2003 - 2004
Job Senior Manager at Peloton
Industry Management Consulting
Experience
Peloton August 2011 - Present
Palladium Group Inc. June 2004 - August 2011
Balanced Scorecard Collaborative 2003 - 2004
Nasdaq 2000 - 2003
ENC Marketing 1999 - 2000
Skills
Management Consulting, Balanced Scorecard, Business Intelligence, Analytics, Business Analysis, Strategic Planning, EPM, Business Strategy, Financial Analysis, Program Management, Hyperion Enterprise, Essbase, Change Management, Project Management, Strategy, Forecasting, Process Improvement, Project Planning, Financial Modeling, Hyperion Planning, Leadership, Management
Education
Babson College 2000 — 2004
Bachelor's Degree, Entrepreneurship and Management
Churchill HS 1996 — 2000
Peloton August 2011 - Present
Palladium Group Inc. June 2004 - August 2011
Balanced Scorecard Collaborative 2003 - 2004
Nasdaq 2000 - 2003
ENC Marketing 1999 - 2000
Skills
Management Consulting, Balanced Scorecard, Business Intelligence, Analytics, Business Analysis, Strategic Planning, EPM, Business Strategy, Financial Analysis, Program Management, Hyperion Enterprise, Essbase, Change Management, Project Management, Strategy, Forecasting, Process Improvement, Project Planning, Financial Modeling, Hyperion Planning, Leadership, Management
Education
Babson College 2000 — 2004
Bachelor's Degree, Entrepreneurship and Management
Churchill HS 1996 — 2000
Cynthia Baird Cynthia Baird's Balanced Scorecard Collaborative Experience January 2001 - January 2008
Job Director of Content Development
Industry Financial Services
Experience
iGlobal Forum March 2010 - Present
Catalytic Conferences February 2008 - Present
Palladium September 2005 - January 2008
Balanced Scorecard Collaborative January 2001 - January 2008
International Quality & Productivity Center September 1995 - January 2001
Institute for International Research February 1989 - September 1995
Skills
Event Management, Conferences, Events, Strategic Planning, Business Strategy, Entrepreneurship, Project Management, Strategic Partnerships, Management Consulting, Team Leadership, Marketing, Strategy, Social Media, Forecasting, Marketing Strategy, Change Management, Business Development, Strategic Consulting, Event Planning, Public Speaking, Negotiation, Market Research, Start-ups, Business Planning, Management, Lead Generation, B2B, CRM, Marketing Management, Marketing Communications, Competitive Analysis, Online Marketing, New Business Development, Direct Marketing, Digital Marketing, Email Marketing
Education
University of Houston, C.T. Bauer College of Business 1976 — 1982
BBA & MBA with honors, Finance / Marketing
Louisiana State University 1975 — 1976
Psychology
iGlobal Forum March 2010 - Present
Catalytic Conferences February 2008 - Present
Palladium September 2005 - January 2008
Balanced Scorecard Collaborative January 2001 - January 2008
International Quality & Productivity Center September 1995 - January 2001
Institute for International Research February 1989 - September 1995
Skills
Event Management, Conferences, Events, Strategic Planning, Business Strategy, Entrepreneurship, Project Management, Strategic Partnerships, Management Consulting, Team Leadership, Marketing, Strategy, Social Media, Forecasting, Marketing Strategy, Change Management, Business Development, Strategic Consulting, Event Planning, Public Speaking, Negotiation, Market Research, Start-ups, Business Planning, Management, Lead Generation, B2B, CRM, Marketing Management, Marketing Communications, Competitive Analysis, Online Marketing, New Business Development, Direct Marketing, Digital Marketing, Email Marketing
Education
University of Houston, C.T. Bauer College of Business 1976 — 1982
BBA & MBA with honors, Finance / Marketing
Louisiana State University 1975 — 1976
Psychology
Bill Hodges's Balanced Scorecard Collaborative Experience October 1998 - March 2001
Job Senior Associate at North Passage Associates, LLC / Collins Center for Public Management, UMass Boston
Industry Management Consulting
Experience
North Passage Associates, LLC / Collins Center for Public Management at UMass Boston September 2009 - Present
Masconomet School Committee October 2014 - Present
Self-Employed January 2009 - April 2011
Healthways, Inc. May 2005 - March 2008
Self-Employed April 2001 - April 2005
Balanced Scorecard Collaborative October 1998 - March 2001
Renaissance Worldwide September 1996 - October 1998
Booz Allen Hamilton May 1995 - August 1995
General Electric February 1991 - August 1994
Skills
Cross-functional Team..., Performance Management, Strategic Planning, Leadership, Strategy, Balanced Scorecard, Program Management, Strategy Execution, Management, Business Strategy, Healthcare, Business Process..., Leadership Development, Change Management, Management Consulting, Organizational..., Process Improvement, Consulting, Change Initiatives, Business Intelligence, Six Sigma, Sustainable Energy, Education, Health & Wellness
Education
University of Virginia Darden School of Business 1994 — 1996
MBA, General Management
Harvard University 1979 — 1983
BA, Government
Colonie Central HS 1976 — 1979
North Passage Associates, LLC / Collins Center for Public Management at UMass Boston September 2009 - Present
Masconomet School Committee October 2014 - Present
Self-Employed January 2009 - April 2011
Healthways, Inc. May 2005 - March 2008
Self-Employed April 2001 - April 2005
Balanced Scorecard Collaborative October 1998 - March 2001
Renaissance Worldwide September 1996 - October 1998
Booz Allen Hamilton May 1995 - August 1995
General Electric February 1991 - August 1994
Skills
Cross-functional Team..., Performance Management, Strategic Planning, Leadership, Strategy, Balanced Scorecard, Program Management, Strategy Execution, Management, Business Strategy, Healthcare, Business Process..., Leadership Development, Change Management, Management Consulting, Organizational..., Process Improvement, Consulting, Change Initiatives, Business Intelligence, Six Sigma, Sustainable Energy, Education, Health & Wellness
Education
University of Virginia Darden School of Business 1994 — 1996
MBA, General Management
Harvard University 1979 — 1983
BA, Government
Colonie Central HS 1976 — 1979
Scott Davies Scott Davies's Balanced Scorecard Collaborative Experience May 2000 - June 2001
Job Senior Vice President | CMO | Brand Management | Retail | Innovation | CRM | Digital Marketing | Luxury | CPG
Industry Marketing and Advertising
Experience
Zale Division, Signet Jewelers August 2014 - Present
Zale April 2012 - Present
PepsiCo December 2010 - April 2012
Frito Lay November 2009 - December 2010
Frito Lay May 2008 - November 2009
Frito-Lay March 2007 - May 2008
Frito Lay February 2006 - February 2007
McNeil Consumer Healthcare May 2002 - January 2006
Balanced Scorecard Collaborative May 2000 - June 2001
Renaissance Worldwide 1998 - 2000
Education
University of Virginia - Darden Graduate School of Business Administration 2001 — 2003
Master
University of Bath 1994 — 1998
BSc Hons
Zale Division, Signet Jewelers August 2014 - Present
Zale April 2012 - Present
PepsiCo December 2010 - April 2012
Frito Lay November 2009 - December 2010
Frito Lay May 2008 - November 2009
Frito-Lay March 2007 - May 2008
Frito Lay February 2006 - February 2007
McNeil Consumer Healthcare May 2002 - January 2006
Balanced Scorecard Collaborative May 2000 - June 2001
Renaissance Worldwide 1998 - 2000
Education
University of Virginia - Darden Graduate School of Business Administration 2001 — 2003
Master
University of Bath 1994 — 1998
BSc Hons
Kristin Ungar Kristin Ungar's Balanced Scorecard Collaborative Experience June 2000 - February 2005
Job Hands On CFO
Industry Printing
Experience
PrintGlobe, Inc. December 2012 - Present
CLEAResult Consulting January 2009 - June 2012
COPC November 2006 - September 2008
Palladium Group February 2005 - October 2006
Balanced Scorecard Collaborative June 2000 - February 2005
Norwich Corporation June 1992 - June 2000
Skills
CMA, Accounting, Forecasting, Cash Management, Auditing, Finance, Consulting, Banking, Financial Reporting, Mergers, Financial Analysis, Budgets, Strategic Planning, Managerial Finance, Process Improvement, Financial Modeling, Strategic Financial..., Sarbanes-Oxley Act, Business Strategy, Business Planning
Education
Chaminade University of Honolulu 1989 — 1990
MBA, Tax
Alfred University 1985 — 1989
Bachelor of Science (BS), Accounting
PrintGlobe, Inc. December 2012 - Present
CLEAResult Consulting January 2009 - June 2012
COPC November 2006 - September 2008
Palladium Group February 2005 - October 2006
Balanced Scorecard Collaborative June 2000 - February 2005
Norwich Corporation June 1992 - June 2000
Skills
CMA, Accounting, Forecasting, Cash Management, Auditing, Finance, Consulting, Banking, Financial Reporting, Mergers, Financial Analysis, Budgets, Strategic Planning, Managerial Finance, Process Improvement, Financial Modeling, Strategic Financial..., Sarbanes-Oxley Act, Business Strategy, Business Planning
Education
Chaminade University of Honolulu 1989 — 1990
MBA, Tax
Alfred University 1985 — 1989
Bachelor of Science (BS), Accounting
Lisa Mae DeMasi's Balanced Scorecard Collaborative Experience April 2001 - March 2003
Job Project Coordinator | Administrative Specialist | Writer
Industry Management Consulting
Experience
Chrysalis Management LLC January 2014 - July 2015
Quantitative Economic Solutions (QES), LLC January 2009 - March 2014
Interaction Associates September 2008 - December 2008
The Boston Ballet October 2007 - September 2008
CCR Corporate Revitalization April 2003 - September 2006
Balanced Scorecard Collaborative April 2001 - March 2003
Crabtree & Evelyn, Ltd. (HQ) March 1999 - April 2001
Chanel & Chloe's Paper Chase September 1995 - February 1999
Powersoft May 1994 - May 1995
EG&G, Inc. September 1990 - September 1994
Skills
Project Management, Project Planning, Event Planning, Budget, Event Management, PowerPoint, Microsoft Excel, Executive Administrative, Budgets, Program Management, Marketing Strategy, Marketing, Leadership, Research, Coaching, Strategy, Strategic Planning, Business Strategy, Microsoft Word, Management, Team Building, Public Speaking, Change Management, Training, Social Media, Nonprofits, Organizational..., Public Relations, Fundraising, Proposal Writing, Community Outreach, Sales, Leadership Development, Recruiting, Market Research, Social Media Marketing, Editing, Marketing Communications, Social Networking, Blogging, Creative Writing, Higher Education, Time Management, Newsletters
Education
Babson College - Franklin W. Olin Graduate School of Business 2000 — 2006
MBA, Entrepreneurial Business, 3.0
Regis College 1983 — 1988
B.A., Business Management
Chrysalis Management LLC January 2014 - July 2015
Quantitative Economic Solutions (QES), LLC January 2009 - March 2014
Interaction Associates September 2008 - December 2008
The Boston Ballet October 2007 - September 2008
CCR Corporate Revitalization April 2003 - September 2006
Balanced Scorecard Collaborative April 2001 - March 2003
Crabtree & Evelyn, Ltd. (HQ) March 1999 - April 2001
Chanel & Chloe's Paper Chase September 1995 - February 1999
Powersoft May 1994 - May 1995
EG&G, Inc. September 1990 - September 1994
Skills
Project Management, Project Planning, Event Planning, Budget, Event Management, PowerPoint, Microsoft Excel, Executive Administrative, Budgets, Program Management, Marketing Strategy, Marketing, Leadership, Research, Coaching, Strategy, Strategic Planning, Business Strategy, Microsoft Word, Management, Team Building, Public Speaking, Change Management, Training, Social Media, Nonprofits, Organizational..., Public Relations, Fundraising, Proposal Writing, Community Outreach, Sales, Leadership Development, Recruiting, Market Research, Social Media Marketing, Editing, Marketing Communications, Social Networking, Blogging, Creative Writing, Higher Education, Time Management, Newsletters
Education
Babson College - Franklin W. Olin Graduate School of Business 2000 — 2006
MBA, Entrepreneurial Business, 3.0
Regis College 1983 — 1988
B.A., Business Management
Laura Downing Laura Downing's Balanced Scorecard Collaborative Experience October 1998 - March 2005
Job Founder at Mission Vector
Industry Management Consulting
Experience
Mission Vector October 2013 - Present
Ascendant Strategy Management Group April 2008 - September 2013
Palladium April 2005 - March 2008
Balanced Scorecard Collaborative October 1998 - March 2005
Renaissance 1993 - 1998
Skills
Performance Management, Business Strategy, Strategy, Leadership, Training, Balanced Scorecard, Management Consulting, Strategy Execution, Strategic Planning, Business Alignment, Governance, Change Management, Business Planning, Business Process..., Performance Measurement, Business Transformation, Leadership Development, Performance Improvement, Project Management, Management, Program Management, Process Improvement, Consulting, Nonprofits
Education
Harvard Business School 1991 — 1993
Master of Business Administration (M.B.A.)
Georgetown University 1984 — 1988
BSBA, Finance
Mission Vector October 2013 - Present
Ascendant Strategy Management Group April 2008 - September 2013
Palladium April 2005 - March 2008
Balanced Scorecard Collaborative October 1998 - March 2005
Renaissance 1993 - 1998
Skills
Performance Management, Business Strategy, Strategy, Leadership, Training, Balanced Scorecard, Management Consulting, Strategy Execution, Strategic Planning, Business Alignment, Governance, Change Management, Business Planning, Business Process..., Performance Measurement, Business Transformation, Leadership Development, Performance Improvement, Project Management, Management, Program Management, Process Improvement, Consulting, Nonprofits
Education
Harvard Business School 1991 — 1993
Master of Business Administration (M.B.A.)
Georgetown University 1984 — 1988
BSBA, Finance
Doreen LoPardo Doreen LoPardo's Balanced Scorecard Collaborative Experience 2000 - 2009
Job Administrative Professional
Industry Events Services
Experience
Affinnova, Inc. 2010 - Present
Palladium Group, Inc. January 2000 - March 2009
Balanced Scorecard Collaborative 2000 - 2009
Lahey Clinic Medical Center February 1985 - December 1999
Skills
Event Management, Strategic Thinking, Business Process..., Event Planning, Corporate Events, Coordinating Events, Customer Service, Teamwork, Market Research, Marketing Strategy, Administrative..., Management, Strategic Communications, Strategic Planning, Marketing Communications, Leadership, Budgets, Marketing Research
Education
UMass Lowell 1999 — 2000
University of Massachusetts Lowell 1993 — 1994
Affinnova, Inc. 2010 - Present
Palladium Group, Inc. January 2000 - March 2009
Balanced Scorecard Collaborative 2000 - 2009
Lahey Clinic Medical Center February 1985 - December 1999
Skills
Event Management, Strategic Thinking, Business Process..., Event Planning, Corporate Events, Coordinating Events, Customer Service, Teamwork, Market Research, Marketing Strategy, Administrative..., Management, Strategic Communications, Strategic Planning, Marketing Communications, Leadership, Budgets, Marketing Research
Education
UMass Lowell 1999 — 2000
University of Massachusetts Lowell 1993 — 1994
Dylan Miyake's Balanced Scorecard Collaborative Experience May 1999 - August 2005
Job Managing Partner at Ascendant Strategy Management Group
Industry Nonprofit Organization Management
Experience
Ascendant Strategy Management Group February 2008 - Present
Palladium Group, Inc. August 2005 - February 2008
Balanced Scorecard Collaborative May 1999 - August 2005
Renaissance Solutions August 1998 - June 1999
Bank of Tokyo-Mitsubishi July 1993 - August 1996
Skills
Balanced Scorecard, Non-profits, Business Development, Product Development, Team Leadership, Web Strategy, Partner Management, Business Strategy, Management Consulting, Strategy, Strategic Planning, Performance Management, Performance Measurement, Change Management, Business Planning, Business Alignment, Strategy Execution, Executive Coaching, Business Process..., Governance, Leadership, Management, Leadership Development, Cross-functional Team..., Nonprofits, Business Transformation, Performance Improvement, Risk Management, Executive Management, Organizational Design, Mergers & Acquisitions
Education
MIT Sloan School of Management 1996 — 1998
1998
Bowdoin College 1989 — 1993
BA
Ascendant Strategy Management Group February 2008 - Present
Palladium Group, Inc. August 2005 - February 2008
Balanced Scorecard Collaborative May 1999 - August 2005
Renaissance Solutions August 1998 - June 1999
Bank of Tokyo-Mitsubishi July 1993 - August 1996
Skills
Balanced Scorecard, Non-profits, Business Development, Product Development, Team Leadership, Web Strategy, Partner Management, Business Strategy, Management Consulting, Strategy, Strategic Planning, Performance Management, Performance Measurement, Change Management, Business Planning, Business Alignment, Strategy Execution, Executive Coaching, Business Process..., Governance, Leadership, Management, Leadership Development, Cross-functional Team..., Nonprofits, Business Transformation, Performance Improvement, Risk Management, Executive Management, Organizational Design, Mergers & Acquisitions
Education
MIT Sloan School of Management 1996 — 1998
1998
Bowdoin College 1989 — 1993
BA
Jan Kohler Geraci Jan Kohler Geraci's Balanced Scorecard Collaborative Experience 2001 - 2003
Job Supply Chain Management Professional
Industry Logistics and Supply Chain
Experience
Gartner December 2011 - Present
Campbell Soup Company June 2006 - April 2008
The Gillette Company (now part of P&G) March 2003 - November 2005
Balanced Scorecard Collaborative 2001 - 2003
Transora (now part of GS1) December 2000 - May 2001
TRW Integrated Supply Chain Solutions 1999 - 2000
PricewaterhouseCoopers 1997 - 1999
Meritus Consulting Services 1993 - 1996
Coopers & Lybrand Consulting April 1991 - April 1993
Marcam Corporation August 1987 - March 1991
Skills
Management Consulting, Business Process..., Supply Chain Management, Change Management, Business Process..., Business Strategy, Strategic Sourcing, Inventory Management, Sales Plan, Supply Chain..., Manufacturing, Supply Chain, Business Transformation, Process Improvement, Management, Strategy, Analysis, Logistics, Cross-functional Team..., Consumer Products, Project Planning, Operational Excellence, Demand Planning, Outsourcing, Forecasting, Supply Management, ERP, Process Engineering, Operations Management, Business Process, Six Sigma, Demand Management, Production Planning, Demand Forecasting, Continuous Improvement
Education
University of Minnesota - Carlson School of Management
MBA, Operations Management
University of Toledo
Gartner December 2011 - Present
Campbell Soup Company June 2006 - April 2008
The Gillette Company (now part of P&G) March 2003 - November 2005
Balanced Scorecard Collaborative 2001 - 2003
Transora (now part of GS1) December 2000 - May 2001
TRW Integrated Supply Chain Solutions 1999 - 2000
PricewaterhouseCoopers 1997 - 1999
Meritus Consulting Services 1993 - 1996
Coopers & Lybrand Consulting April 1991 - April 1993
Marcam Corporation August 1987 - March 1991
Skills
Management Consulting, Business Process..., Supply Chain Management, Change Management, Business Process..., Business Strategy, Strategic Sourcing, Inventory Management, Sales Plan, Supply Chain..., Manufacturing, Supply Chain, Business Transformation, Process Improvement, Management, Strategy, Analysis, Logistics, Cross-functional Team..., Consumer Products, Project Planning, Operational Excellence, Demand Planning, Outsourcing, Forecasting, Supply Management, ERP, Process Engineering, Operations Management, Business Process, Six Sigma, Demand Management, Production Planning, Demand Forecasting, Continuous Improvement
Education
University of Minnesota - Carlson School of Management
MBA, Operations Management
University of Toledo
Phillip Barlag Phillip Barlag's Balanced Scorecard Collaborative Experience 2005 - 2006
Job Managing Director, Innovating 50 and the World 50 Fellows Program at World 50, Inc.
Industry Research
Experience
World 50, Inc. January 2015 - Present
Sharon Springs Alliance September 2013 - Present
World 50, Inc. 2008 - 2015
World 50, Inc. 2007 - 2011
Palladium Group, Inc. 2007 - 2007
Balanced Scorecard Collaborative 2005 - 2006
The Hackett Group 2003 - 2005
Inceptor 2001 - 2003
Skills
Strategy, Strategic Planning, Sustainability, Business Development, Entrepreneurship, Management Consulting, Market Research, Start-ups, Business Strategy, Strategic Partnerships, Marketing Strategy, Project Management, Consulting, New Business Development, Change Management
Education
Georgia State University - J. Mack Robinson College of Business 2011 — 2013
Master of Business Administration (M.B.A.), 4.0
Boston College 1999 — 2001
Boston University
World 50, Inc. January 2015 - Present
Sharon Springs Alliance September 2013 - Present
World 50, Inc. 2008 - 2015
World 50, Inc. 2007 - 2011
Palladium Group, Inc. 2007 - 2007
Balanced Scorecard Collaborative 2005 - 2006
The Hackett Group 2003 - 2005
Inceptor 2001 - 2003
Skills
Strategy, Strategic Planning, Sustainability, Business Development, Entrepreneurship, Management Consulting, Market Research, Start-ups, Business Strategy, Strategic Partnerships, Marketing Strategy, Project Management, Consulting, New Business Development, Change Management
Education
Georgia State University - J. Mack Robinson College of Business 2011 — 2013
Master of Business Administration (M.B.A.), 4.0
Boston College 1999 — 2001
Boston University
Katie Ackerman Katie Ackerman's Balanced Scorecard Collaborative Experience 2005 - 2007
Job Helping great leaders become extraordinary.
Industry Executive Office
Experience
Global Executive Group, LLC 2012 - Present
The Institute for Corporate Productivity 2008 - 2009
Balanced Scorecard Collaborative 2005 - 2007
The Hackett Group 2002 - 2005
Gartner 2001 - 2002
Skills
Change Management, Management Consulting, Strategic Planning, Account Management, Sales Management, Business Development, Business Strategy, Leadership, Leadership Development, Team Building, Market Research, New Business Development, Management, Recruiting, Mergers & Acquisitions, Coaching, Strategy, Talent Management, CRM, Performance Management, Marketing Strategy, Start-ups, Organizational..., Project Management, Sales, Business Process..., Executive Coaching, Marketing, Process Improvement
Education
Santa Clara University
Bachelor of Science (BS), Psychology
Global Executive Group, LLC 2012 - Present
The Institute for Corporate Productivity 2008 - 2009
Balanced Scorecard Collaborative 2005 - 2007
The Hackett Group 2002 - 2005
Gartner 2001 - 2002
Skills
Change Management, Management Consulting, Strategic Planning, Account Management, Sales Management, Business Development, Business Strategy, Leadership, Leadership Development, Team Building, Market Research, New Business Development, Management, Recruiting, Mergers & Acquisitions, Coaching, Strategy, Talent Management, CRM, Performance Management, Marketing Strategy, Start-ups, Organizational..., Project Management, Sales, Business Process..., Executive Coaching, Marketing, Process Improvement
Education
Santa Clara University
Bachelor of Science (BS), Psychology
Tacy Traverso Tacy Traverso's Balanced Scorecard Collaborative Experience May 2006 - May 2007
Job Business Development Executive, 401(k) Solutions at Fisher Investment
Industry Financial Services
Experience
Fisher Investments September 2014 - Present
Fisher Investments April 2013 - September 2014
Saul's Delicatessen & Restaurant January 2011 - March 2013
Checkster July 2010 - December 2010
Saul's Restaurant and Delicatessen July 2009 - August 2010
Checkster November 2007 - February 2008
GenerXsales 2007 - 2008
Spotzer Media, Inc. May 2007 - November 2007
Balanced Scorecard Collaborative May 2006 - May 2007
Safron Systems, LLC August 2004 - April 2005
Skills
Salesforce.com, Sales Process, Business Development, CRM, Cold Calling, Sales, Selling, SaaS, Lead Generation, Sales Management, Account Management, Marketing, Management, Business Services, Strategic Partnerships, B2B, Recruiting, Selling Skills, Direct Sales, Investments, Training, Miller Heiman, Miller-Heiman Strategic..., Consultative Selling..., Sales Funnel..., C-Level Engagements, Series 65
Education
University of California, Berkeley 2011 — 2013
Bachelor's degree, Rhetoric
University of California, Davis 2009 — 2009
Evolutionary Anthropology, Evolutionary Anthropology
Berkeley City College 2006 — 2009
GE credits, General Studies
Miller Heiman, Inc. 2000 — 2005
Strategic Selling
Miller Heiman, Inc. 2000 — 2005
LAMP (Large Account Management Process)
Miller Heiman, Inc. 1999 — 2005
Conceptual Selling, Selling Skills and Sales Operations
Bishop O'Dowd High School, College Prep 1991 — 1995
College Prep, Art Emphasis
Fisher Investments September 2014 - Present
Fisher Investments April 2013 - September 2014
Saul's Delicatessen & Restaurant January 2011 - March 2013
Checkster July 2010 - December 2010
Saul's Restaurant and Delicatessen July 2009 - August 2010
Checkster November 2007 - February 2008
GenerXsales 2007 - 2008
Spotzer Media, Inc. May 2007 - November 2007
Balanced Scorecard Collaborative May 2006 - May 2007
Safron Systems, LLC August 2004 - April 2005
Skills
Salesforce.com, Sales Process, Business Development, CRM, Cold Calling, Sales, Selling, SaaS, Lead Generation, Sales Management, Account Management, Marketing, Management, Business Services, Strategic Partnerships, B2B, Recruiting, Selling Skills, Direct Sales, Investments, Training, Miller Heiman, Miller-Heiman Strategic..., Consultative Selling..., Sales Funnel..., C-Level Engagements, Series 65
Education
University of California, Berkeley 2011 — 2013
Bachelor's degree, Rhetoric
University of California, Davis 2009 — 2009
Evolutionary Anthropology, Evolutionary Anthropology
Berkeley City College 2006 — 2009
GE credits, General Studies
Miller Heiman, Inc. 2000 — 2005
Strategic Selling
Miller Heiman, Inc. 2000 — 2005
LAMP (Large Account Management Process)
Miller Heiman, Inc. 1999 — 2005
Conceptual Selling, Selling Skills and Sales Operations
Bishop O'Dowd High School, College Prep 1991 — 1995
College Prep, Art Emphasis
Chris Boyle's Balanced Scorecard Collaborative Experience March 1999 - August 2000
Job Corporate Development and M&A at Sabre Corporation
Industry Information Technology and Services
Experience
Sabre Corporation July 2015 - Present
Telescope June 2012 - Present
TuneCore November 2014 - April 2015
Moorgate Partners July 2009 - December 2014
Wachovia Securities July 2006 - June 2009
MTM Technologies June 2005 - June 2006
JP Morgan June 2002 - June 2005
Balanced Scorecard Collaborative March 1999 - August 2000
US Navy June 1994 - September 1998
Skills
Financial Modeling, Mergers, Strategic Partnerships, Investment Banking, Private Equity, M&A experience, Corporate Finance, Capital Markets, Negotiation, Media, Digital Media, Mergers & Acquisitions, Acquisitions, Investments, Executive Management, Valuation, Capital Raising, Venture Capital, LBO, Leveraged Finance, Financial Advisory, Strategy, Due Diligence, Corporate Development, Business Strategy, Start-ups, Leadership
Education
University of Michigan - Stephen M. Ross School of Business 2000 — 2002
M.B.A., Finance
Boston College 1990 — 1994
B.A., Economics
Deerfield Academy 1989 — 1990
Belmont Hill School 1985 — 1989
Sabre Corporation July 2015 - Present
Telescope June 2012 - Present
TuneCore November 2014 - April 2015
Moorgate Partners July 2009 - December 2014
Wachovia Securities July 2006 - June 2009
MTM Technologies June 2005 - June 2006
JP Morgan June 2002 - June 2005
Balanced Scorecard Collaborative March 1999 - August 2000
US Navy June 1994 - September 1998
Skills
Financial Modeling, Mergers, Strategic Partnerships, Investment Banking, Private Equity, M&A experience, Corporate Finance, Capital Markets, Negotiation, Media, Digital Media, Mergers & Acquisitions, Acquisitions, Investments, Executive Management, Valuation, Capital Raising, Venture Capital, LBO, Leveraged Finance, Financial Advisory, Strategy, Due Diligence, Corporate Development, Business Strategy, Start-ups, Leadership
Education
University of Michigan - Stephen M. Ross School of Business 2000 — 2002
M.B.A., Finance
Boston College 1990 — 1994
B.A., Economics
Deerfield Academy 1989 — 1990
Belmont Hill School 1985 — 1989
David Blatt David Blatt's Balanced Scorecard Collaborative Experience June 2006 - August 2006
Job Director of Corporate Development and Strategic Finance at The Summit Series
Industry Real Estate
Experience
The Summit Series September 2013 - Present
DJ Express June 1999 - Present
Reznick Group September 2012 - August 2013
KPMG September 2008 - August 2012
Center for Student Business (CSB) September 2006 - June 2008
General Electric May 2007 - August 2007
Balanced Scorecard Collaborative June 2006 - August 2006
College Pro Painters December 2004 - October 2005
Skills
Forecasting, Finance, Analysis, Budgets, Managerial Finance, Consulting, Financial Analysis, Financial Modeling, Sarbanes-Oxley Act, Due Diligence, Financial Reporting, Auditing, Real Estate, Accounting, Internal Controls
Education
University of Massachusetts at Amherst - Isenberg School of Management 2004 — 2008
BBA, Finance and Operations Management
University of Massachusetts, Amherst 2004 — 2008
BBA, Finance & Operations, IT
Pingree School 2000 — 2004
Secondary School
The Summit Series September 2013 - Present
DJ Express June 1999 - Present
Reznick Group September 2012 - August 2013
KPMG September 2008 - August 2012
Center for Student Business (CSB) September 2006 - June 2008
General Electric May 2007 - August 2007
Balanced Scorecard Collaborative June 2006 - August 2006
College Pro Painters December 2004 - October 2005
Skills
Forecasting, Finance, Analysis, Budgets, Managerial Finance, Consulting, Financial Analysis, Financial Modeling, Sarbanes-Oxley Act, Due Diligence, Financial Reporting, Auditing, Real Estate, Accounting, Internal Controls
Education
University of Massachusetts at Amherst - Isenberg School of Management 2004 — 2008
BBA, Finance and Operations Management
University of Massachusetts, Amherst 2004 — 2008
BBA, Finance & Operations, IT
Pingree School 2000 — 2004
Secondary School
Robin Lawrence's Balanced Scorecard Collaborative Experience 2002 - 2005
Job SVP Strategy at LogMeIn
Industry Computer Software
Experience
LogMeIn January 2015 - Present
Skilllsoft Corporation June 2011 - June 2014
Parthenon Group July 2007 - June 2011
Balanced Scorecard Collaborative 2002 - 2005
Renaissance Worldwide 1997 - 1999
Skills
Business Development, Competitive Analysis, Financial Modeling, Mergers, Performance Management, Management Consulting, SaaS, Start-ups, Strategic Partnerships, Due Diligence, Strategic Planning, Strategy, Business Strategy, Analytics, Strategic Consulting
Education
Harvard Business School 2000 — 2002
Master of Business Administration (MBA)
Middlebury College 1992 — 1996
Bachelor of Arts (BA), American Civilization
LogMeIn January 2015 - Present
Skilllsoft Corporation June 2011 - June 2014
Parthenon Group July 2007 - June 2011
Balanced Scorecard Collaborative 2002 - 2005
Renaissance Worldwide 1997 - 1999
Skills
Business Development, Competitive Analysis, Financial Modeling, Mergers, Performance Management, Management Consulting, SaaS, Start-ups, Strategic Partnerships, Due Diligence, Strategic Planning, Strategy, Business Strategy, Analytics, Strategic Consulting
Education
Harvard Business School 2000 — 2002
Master of Business Administration (MBA)
Middlebury College 1992 — 1996
Bachelor of Arts (BA), American Civilization
Brett Knowles's Balanced Scorecard Collaborative Experience September 1999 - September 2001
Job Performance Management
Industry Management Consulting
Experience
pm2 January 1990 - Present
Balanced Scorecard Collaborative September 1999 - September 2001
e-memes 1998 - 2000
pb Views August 1990 - September 1993
KPMG September 1982 - January 1990
Skills
Balanced Scorecard, Dashboard, Business Intelligence, Project Planning, Performance Management, Management Consulting, Business Process..., Governance, Key Performance..., Activity Based..., Performance Measurement, Strategy, ERP, Cognos, Performance Improvement, Management, Strategic Consulting, Business Analytics, Organizational Design, Business Transformation, Strategic Planning, Change Management, Metrics, Thought Leadership, Business Process..., Analytics, Strategy Mapping, Executive Management, Business Analysis, Business Strategy, Business Process, Project Portfolio..., PMO, Business Process Design, IT Strategy, Business Alignment, Acquisition Integration, Process Engineering, Strategy Execution, Professional Services, Strategy Alignment, Enterprise Risk..., Business Performance..., Risk Scorecard, Shared Services, Risk Management, Consulting, Business Case, Operational Excellence, Outsourcing
Education
Queen's University 1980 — 1982
MBA
Carleton University 1976 — 1979
B.Sc, Integrated Sciences
Confederation High school, Nepean
pm2 January 1990 - Present
Balanced Scorecard Collaborative September 1999 - September 2001
e-memes 1998 - 2000
pb Views August 1990 - September 1993
KPMG September 1982 - January 1990
Skills
Balanced Scorecard, Dashboard, Business Intelligence, Project Planning, Performance Management, Management Consulting, Business Process..., Governance, Key Performance..., Activity Based..., Performance Measurement, Strategy, ERP, Cognos, Performance Improvement, Management, Strategic Consulting, Business Analytics, Organizational Design, Business Transformation, Strategic Planning, Change Management, Metrics, Thought Leadership, Business Process..., Analytics, Strategy Mapping, Executive Management, Business Analysis, Business Strategy, Business Process, Project Portfolio..., PMO, Business Process Design, IT Strategy, Business Alignment, Acquisition Integration, Process Engineering, Strategy Execution, Professional Services, Strategy Alignment, Enterprise Risk..., Business Performance..., Risk Scorecard, Shared Services, Risk Management, Consulting, Business Case, Operational Excellence, Outsourcing
Education
Queen's University 1980 — 1982
MBA
Carleton University 1976 — 1979
B.Sc, Integrated Sciences
Confederation High school, Nepean
Teresa Claybrook's Balanced Scorecard Collaborative Experience October 2005 - Present
Job Director at Palladium Group
Industry Professional Training & Coaching
Experience
Balanced Scorecard Collaborative October 2005 - Present
Palladium Group, Inc. 2005 - Present
Gartner Group 1994 - 2004
Gartner 1994 - 2004
Education
Colorado College 1987 — 1991
BA, Biology, Economics
Balanced Scorecard Collaborative October 2005 - Present
Palladium Group, Inc. 2005 - Present
Gartner Group 1994 - 2004
Gartner 1994 - 2004
Education
Colorado College 1987 — 1991
BA, Biology, Economics
Anthony Contrada's Balanced Scorecard Collaborative Experience June 2004 - August 2004
Job Captain at US Army JAG Corps
Industry Law Practice
Experience
US Army JAG Corps February 2013 - Present
Vanderbilt University Law School 2009 - May 2012
US Army JAG June 2011 - August 2011
Palladium 2009 - 2009
Palladium June 2005 - July 2006
Balanced Scorecard Collaborative June 2004 - August 2004
Education
Vanderbilt University Law School 2010 — 2012
JD
Oberlin College 2003 — 2007
US Army JAG Corps February 2013 - Present
Vanderbilt University Law School 2009 - May 2012
US Army JAG June 2011 - August 2011
Palladium 2009 - 2009
Palladium June 2005 - July 2006
Balanced Scorecard Collaborative June 2004 - August 2004
Education
Vanderbilt University Law School 2010 — 2012
JD
Oberlin College 2003 — 2007
Rebecca Daro's Balanced Scorecard Collaborative Experience 2001 - 2002
Job Director, Office of Strategy Management
Industry Management Consulting
Experience
University of California, San Francisco August 2009 - Present
Union Bank of California November 2008 - March 2009
Hutchinson Capital Management September 2004 - September 2007
Balanced Scorecard Collaborative 2001 - 2002
Renaissance Worldwide 1993 - 1999
General Electric Capital Corporation 1988 - 1991
Skills
Balanced Scorecard, Strategic Planning, Business Strategy, Performance Management, Program Management, Business Analysis, Business Planning, Project Management, Project Planning, Process Improvement, Financial Analysis, Competitive Analysis, Leadership, Strategy, Management Consulting
Education
Harvard Business School 1991 — 1993
MBA, Business Administration
Marquette University 1984 — 1988
BS, Finance major, French minor
University of California, San Francisco August 2009 - Present
Union Bank of California November 2008 - March 2009
Hutchinson Capital Management September 2004 - September 2007
Balanced Scorecard Collaborative 2001 - 2002
Renaissance Worldwide 1993 - 1999
General Electric Capital Corporation 1988 - 1991
Skills
Balanced Scorecard, Strategic Planning, Business Strategy, Performance Management, Program Management, Business Analysis, Business Planning, Project Management, Project Planning, Process Improvement, Financial Analysis, Competitive Analysis, Leadership, Strategy, Management Consulting
Education
Harvard Business School 1991 — 1993
MBA, Business Administration
Marquette University 1984 — 1988
BS, Finance major, French minor
Liz Thi's Balanced Scorecard Collaborative Experience 2003 - 2004
Job User Experience Consultant at UXD Labs, LLC
Industry Information Technology and Services
Experience
UXD Labs, LLC December 2012 - Present
Thomson Reuters September 2011 - December 2012
Carmichael Lynch 2010 - November 2011
Arnold Worldwide 2006 - 2010
Digitas January 2008 - December 2008
Federal Reserve Bank of Boston 2007 - 2007
Balanced Scorecard Collaborative 2003 - 2004
Skills
User Experience, Web Applications, Information Architecture, Web Design, Photoshop, wireframes, OmniGraffle, information architect, Mobile Applications, Wireframes, Digital Strategy, E-commerce, Usability, Content Strategy, User Experience Design, Web Development, User-centered Design, CMS, User Interface Design, Strategy, Interactive Advertising, Interaction Design, Creative Direction, Creative Strategy, Management
Education
William George Associates 2009 — 2009
PMP, Project Management
University of Rochester - Simon Business School 2001 — 2003
Management Certificate, Computer Information System, Finance
University of Rochester 1999 — 2003
BA, Computer Science, Studio Arts
UXD Labs, LLC December 2012 - Present
Thomson Reuters September 2011 - December 2012
Carmichael Lynch 2010 - November 2011
Arnold Worldwide 2006 - 2010
Digitas January 2008 - December 2008
Federal Reserve Bank of Boston 2007 - 2007
Balanced Scorecard Collaborative 2003 - 2004
Skills
User Experience, Web Applications, Information Architecture, Web Design, Photoshop, wireframes, OmniGraffle, information architect, Mobile Applications, Wireframes, Digital Strategy, E-commerce, Usability, Content Strategy, User Experience Design, Web Development, User-centered Design, CMS, User Interface Design, Strategy, Interactive Advertising, Interaction Design, Creative Direction, Creative Strategy, Management
Education
William George Associates 2009 — 2009
PMP, Project Management
University of Rochester - Simon Business School 2001 — 2003
Management Certificate, Computer Information System, Finance
University of Rochester 1999 — 2003
BA, Computer Science, Studio Arts
Antosh Nirmul's Balanced Scorecard Collaborative Experience April 2000 - February 2005
Job Public Adjuster and Personal Insurance Specialist
Industry Insurance
Experience
Strategy Execution Partners LLC May 2012 - Present
Desert Integrity Insurance PLC May 2005 - May 2012
Balanced Scorecard Collaborative April 2000 - February 2005
PwC June 1996 - April 2000
Skills
Management Consulting, Program Management, Business Planning, Business Process..., Business Process, Management, Strategy, Business Strategy, Business Development, Forecasting, Xactimate, Performance Management, Property and Casualty, Led Accounts Payables..., Led benefits review..., Experienced in basic..., Capable with reporting..., Led multiple Chart of..., Trained and experienced..., Highly proficient in..., Fully capable in Visio,..., Oracle Financials..., Systems Integration, ERP User Support and..., ERP Implementation Lead, Electric Utilities, SIMSOL, Insurance Adjusting, Independent Adjuster, Public Adjuster, Risk Management, Integration
Education
University of Michigan 1992 — 1996
Bachelor of Science in Engineering (B.S.E), Chemical Engineering, Magna Cum Laude
Strategy Execution Partners LLC May 2012 - Present
Desert Integrity Insurance PLC May 2005 - May 2012
Balanced Scorecard Collaborative April 2000 - February 2005
PwC June 1996 - April 2000
Skills
Management Consulting, Program Management, Business Planning, Business Process..., Business Process, Management, Strategy, Business Strategy, Business Development, Forecasting, Xactimate, Performance Management, Property and Casualty, Led Accounts Payables..., Led benefits review..., Experienced in basic..., Capable with reporting..., Led multiple Chart of..., Trained and experienced..., Highly proficient in..., Fully capable in Visio,..., Oracle Financials..., Systems Integration, ERP User Support and..., ERP Implementation Lead, Electric Utilities, SIMSOL, Insurance Adjusting, Independent Adjuster, Public Adjuster, Risk Management, Integration
Education
University of Michigan 1992 — 1996
Bachelor of Science in Engineering (B.S.E), Chemical Engineering, Magna Cum Laude