Baseline Financial Services
Description
Address: 950 S Bascom Ave # 2001, San Jose, CA 95128 Hours: Closed ⋅ Opens 8AM Mon SundayClosedMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSaturdayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (877) 229-4025Place name: : Website: Category: : : : : : Website: http://baselinefinancial.com/ Category: Financial Institution Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Baseline Financial Services Posting publicly on the Web Write a review Reviews Be the first to review
Baseline Financial Services List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Baseline Financial Services. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Baseline Financial Services Salaries. You can even request information on how much does Baseline Financial Services pay if you want to. Learn about salaries, pros and cons of working for Baseline Financial Services directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
29 Baseline Financial Services employees in database. Find out everything there's to know about Baseline Financial Services 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.
Baseline Financial Services Employees
Employee
Years
Job
Industry
Marcus Kilgore Marcus Kilgore's Baseline Financial Services Experience July 2014 - September 2014
Job Information Desk Representative at International Technological University (ITU)
Industry Higher Education
Experience
International Technological University (ITU) December 2014 - Present
Baseline Financial Services July 2014 - September 2014
HotChalk, Inc. June 2013 - November 2013
HotChalk, Inc. April 2010 - June 2013
San Jose State University - Conference Housing June 2008 - August 2009
San Jose State University - Call Center (SJSU Giving) September 2007 - May 2008
Skills
Customer Service, Nonprofits, Communication, Quality Assurance, Office Management, Microsoft Office, Positive Team Player, Project Planning, Public Speaking, Community Outreach, Research, PowerPoint, Program Development, Database Administration, CRM, Event Planning
Education
San Jose State University 2006 — 2009
Bachelor of Science (B.S.), Sociology
Mission College 2003 — 2006
Associate of Arts (A.A.), General Studies
International Technological University (ITU) December 2014 - Present
Baseline Financial Services July 2014 - September 2014
HotChalk, Inc. June 2013 - November 2013
HotChalk, Inc. April 2010 - June 2013
San Jose State University - Conference Housing June 2008 - August 2009
San Jose State University - Call Center (SJSU Giving) September 2007 - May 2008
Skills
Customer Service, Nonprofits, Communication, Quality Assurance, Office Management, Microsoft Office, Positive Team Player, Project Planning, Public Speaking, Community Outreach, Research, PowerPoint, Program Development, Database Administration, CRM, Event Planning
Education
San Jose State University 2006 — 2009
Bachelor of Science (B.S.), Sociology
Mission College 2003 — 2006
Associate of Arts (A.A.), General Studies
Garret Bright Garret Bright's Baseline Financial Services Experience April 2012 - July 2012
Job Executive Assistant
Industry Computer Software
Experience
SAP September 2014 - Present
SAP November 2013 - October 2014
SAP September 2013 - November 2013
SAP July 2012 - September 2013
Baseline Financial Services April 2012 - July 2012
Crime Alert Alarm Company July 2010 - April 2012
Skills
Dispatching, Administration, Typing, Data Entry, Phone Skills, Phone Etiquette, Answering Phones, Multitasker, Fast Learner, Call Center, Customer Service, Customer Satisfaction, Customer Experience, Crime Prevention, Filing, Organizing, Retail, Distribution Center..., Retail Sales, Administrative..., Receptionist Duties, Inventory Control, Inventory Management, Cashiering, Teamwork, Call Centers, Telephone Skills, Spreadsheets, Accounts Payable, Mail Sorting, Facilities Operations, Inventory, Stock Control, Multi-line Phone, Supervising, Process Scheduler, Facilities Management, Facebook, Time Management, Business Intelligence, Administrative..., Project Management, Microsoft Excel, CRM, Cloud Computing, Program Management, SAP, Enterprise Software, Management
Education
Foothill College 2012 — 2019
Leigh High School 2004 — 2008
Diploma
SAP September 2014 - Present
SAP November 2013 - October 2014
SAP September 2013 - November 2013
SAP July 2012 - September 2013
Baseline Financial Services April 2012 - July 2012
Crime Alert Alarm Company July 2010 - April 2012
Skills
Dispatching, Administration, Typing, Data Entry, Phone Skills, Phone Etiquette, Answering Phones, Multitasker, Fast Learner, Call Center, Customer Service, Customer Satisfaction, Customer Experience, Crime Prevention, Filing, Organizing, Retail, Distribution Center..., Retail Sales, Administrative..., Receptionist Duties, Inventory Control, Inventory Management, Cashiering, Teamwork, Call Centers, Telephone Skills, Spreadsheets, Accounts Payable, Mail Sorting, Facilities Operations, Inventory, Stock Control, Multi-line Phone, Supervising, Process Scheduler, Facilities Management, Facebook, Time Management, Business Intelligence, Administrative..., Project Management, Microsoft Excel, CRM, Cloud Computing, Program Management, SAP, Enterprise Software, Management
Education
Foothill College 2012 — 2019
Leigh High School 2004 — 2008
Diploma
Navneet Garimella Navneet Garimella's Baseline Financial Services Experience August 2014 - August 2015
Job IT Technician at Baseline Financial Services
Industry Entertainment
Experience
Fiber Internet Center August 2015 - Present
Baseline Financial Services August 2014 - August 2015
Technodrive Business Solutions Inc. May 2013 - October 2014
FreshiFilms September 2012 - May 2013
KAXT Channel 1 August 2010 - August 2011
Skills
Bootstrap, Video Editing, Editing, Video, Photography, Film, Editorial, Photoshop, Social Networking, Adobe Creative Suite, Data Entry, Final Cut Pro, Social Media, Blogging, Video Production, Social Media Marketing, Event Planning, Creative Writing, Organizing Media, Television, Documentation
Education
Academy of Art University 2011 — 2013
BFA, Motion Pictures and Television
De Anza College 2007 — 2009
Photo, Photography
Homestead High School 2011 Academy of Arts University
Diploma; BFA, Motion Picture and Television
Fiber Internet Center August 2015 - Present
Baseline Financial Services August 2014 - August 2015
Technodrive Business Solutions Inc. May 2013 - October 2014
FreshiFilms September 2012 - May 2013
KAXT Channel 1 August 2010 - August 2011
Skills
Bootstrap, Video Editing, Editing, Video, Photography, Film, Editorial, Photoshop, Social Networking, Adobe Creative Suite, Data Entry, Final Cut Pro, Social Media, Blogging, Video Production, Social Media Marketing, Event Planning, Creative Writing, Organizing Media, Television, Documentation
Education
Academy of Art University 2011 — 2013
BFA, Motion Pictures and Television
De Anza College 2007 — 2009
Photo, Photography
Homestead High School 2011 Academy of Arts University
Diploma; BFA, Motion Picture and Television
Jen Matulonis Jen Matulonis's Baseline Financial Services Experience 1997 - 2003
Job Sales Executive and Account Manager
Industry E-Learning
Experience
WeComply, Inc. April 2012 - April 2013
RightAnswers 2003 - 2006
Thomson Financial 1997 - 2003
Baseline Financial Services 1997 - 2003
Skills
Account Management, Customer Relations, Sales Management, New Business Development, Business Analysis
Education
University of Scranton 1990 — 1994
BS, Marketing
WeComply, Inc. April 2012 - April 2013
RightAnswers 2003 - 2006
Thomson Financial 1997 - 2003
Baseline Financial Services 1997 - 2003
Skills
Account Management, Customer Relations, Sales Management, New Business Development, Business Analysis
Education
University of Scranton 1990 — 1994
BS, Marketing
Mark Heiman Mark Heiman's Baseline Financial Services Experience 1996 - 2005
Job EMIS is the leading edge provider of Emerging Markets information.
Industry Financial Services
Experience
EMIS - A Euromoney Institutional Investor Company 2015 - Present
DataArt 2012 - 2015
Thomson Reuters 2010 - 2012
StarMine 2006 - 2010
Thomson Financial 2005 - 2006
Baseline Financial Services 1996 - 2005
Education
Binghamton University - School of Management
Bachelor of Science (BS), Economics
EMIS - A Euromoney Institutional Investor Company 2015 - Present
DataArt 2012 - 2015
Thomson Reuters 2010 - 2012
StarMine 2006 - 2010
Thomson Financial 2005 - 2006
Baseline Financial Services 1996 - 2005
Education
Binghamton University - School of Management
Bachelor of Science (BS), Economics
Larry Hirschhorn Larry Hirschhorn's Baseline Financial Services Experience 1994 - 2000
Job RMD at Information Builders
Industry Computer Software
Experience
Information Builders 2013 - Present
IntraLinks 2010 - 2013
SalesFocus Solutions 2007 - 2010
Majestic Research 2005 - 2007
Thomson Financial 2000 - 2004
Baseline Financial Services 1994 - 2000
Skills
SaaS, CRM, Cloud Computing, Business Development, Enterprise Software, Sales Management, Equities, Solution Selling, Capital Markets, Financial Services, Leadership, Analytics, Strategic Partnerships, Sales, Executive Management, Salesforce.com, Professional Services, Lead Generation, Marketing Strategy, Go-to-market Strategy
Education
Syracuse University
Information Builders 2013 - Present
IntraLinks 2010 - 2013
SalesFocus Solutions 2007 - 2010
Majestic Research 2005 - 2007
Thomson Financial 2000 - 2004
Baseline Financial Services 1994 - 2000
Skills
SaaS, CRM, Cloud Computing, Business Development, Enterprise Software, Sales Management, Equities, Solution Selling, Capital Markets, Financial Services, Leadership, Analytics, Strategic Partnerships, Sales, Executive Management, Salesforce.com, Professional Services, Lead Generation, Marketing Strategy, Go-to-market Strategy
Education
Syracuse University
Brian Noody Brian Noody's Baseline Financial Services Experience 1998 - 2002
Job Senior Director, Head of Global IT Service Management and Service Delivery at S&P Capital IQ
Industry Financial Services
Experience
S&P Capital IQ August 2014 - Present
Thomson Reuters November 2010 - August 2014
Thomson Reuters January 2007 - November 2010
Thomson Financial January 2003 - January 2007
Baseline Financial Services 1998 - 2002
Education
State University of New York at Buffalo - School of Management 1990 — 1995
S&P Capital IQ August 2014 - Present
Thomson Reuters November 2010 - August 2014
Thomson Reuters January 2007 - November 2010
Thomson Financial January 2003 - January 2007
Baseline Financial Services 1998 - 2002
Education
State University of New York at Buffalo - School of Management 1990 — 1995
Kellie Kenny Kellie Kenny's Baseline Financial Services Experience April 1999 - March 2002
Job Senior Vice President of Sales, Head of Luxury and Financial Services at WealthEngine
Industry Philanthropy
Experience
WealthEngine October 2014 - Present
WealthEngine January 2010 - January 2015
Wealthengine March 2007 - January 2010
Seton Hall University June 2004 - July 2005
Kintera March 2002 - June 2004
Baseline Financial April 1999 - March 2002
Baseline Financial Services April 1999 - March 2002
Paine Webber February 1998 - March 1999
Cantor Fitzgerald June 1994 - January 1998
Skills
Fundraising, Non-profits, Philanthropy, Prospect Research, Donor Relations, Salesforce.com, Data Analysis, Sales Process, Direct Sales, Customer Service, Business Development, Direct Marketing, Volunteer Management, Leadership, Marketing Strategy, CRM, Training, Event Management, Marketing, Portfolio Management, Sales, Account Management, New Business Development, Sales Presentations, Direct Mail, Nonprofits, Solution Selling, Team Building, Strategy, Strategic Partnerships, Community Outreach, Analytics, Research, Event Planning, Annual Giving, Strategic Planning, Proposal Writing, Lead Generation, SaaS, Program Management, Public Relations, Customer Retention, Marketing Communications, Market Research, Social Media, Technology
Education
College of Charleston 1990 — 1994
BADM, Business
WealthEngine October 2014 - Present
WealthEngine January 2010 - January 2015
Wealthengine March 2007 - January 2010
Seton Hall University June 2004 - July 2005
Kintera March 2002 - June 2004
Baseline Financial April 1999 - March 2002
Baseline Financial Services April 1999 - March 2002
Paine Webber February 1998 - March 1999
Cantor Fitzgerald June 1994 - January 1998
Skills
Fundraising, Non-profits, Philanthropy, Prospect Research, Donor Relations, Salesforce.com, Data Analysis, Sales Process, Direct Sales, Customer Service, Business Development, Direct Marketing, Volunteer Management, Leadership, Marketing Strategy, CRM, Training, Event Management, Marketing, Portfolio Management, Sales, Account Management, New Business Development, Sales Presentations, Direct Mail, Nonprofits, Solution Selling, Team Building, Strategy, Strategic Partnerships, Community Outreach, Analytics, Research, Event Planning, Annual Giving, Strategic Planning, Proposal Writing, Lead Generation, SaaS, Program Management, Public Relations, Customer Retention, Marketing Communications, Market Research, Social Media, Technology
Education
College of Charleston 1990 — 1994
BADM, Business
Samuel Brownlee Samuel Brownlee's Baseline Financial Services Experience October 2013 - March 2014
Job Senior Area Supervisor
Industry Legal Services
Experience
Whiting's Foods Inc. June 2008 - Present
Baseline Financial Services October 2013 - March 2014
Skills
Customer Service, Customer Satisfaction, Accountability, Sales Management, Sales Operations, Theme Parks, Conflict Resolution, Entertainment, California Labor Law, Criminal Law, Employment Contracts, Sales Contracts, Torts, Evidence, Social Media, Marketing, Chess, Workplace Safety, Workplace Organization, Workplace Relations, Criminal Procedure, Civil Procedure, Constitutional Law, Real Property, Business Development, Program Management
Education
Lincoln Law School of San Jose 2010 — 2014
Doctor of Law (JD)
University of California, Santa Cruz 2006 — 2010
Bachelor of Arts (BA), Political Science and Government
Los Gatos High School 2002 — 2004
Whiting's Foods Inc. June 2008 - Present
Baseline Financial Services October 2013 - March 2014
Skills
Customer Service, Customer Satisfaction, Accountability, Sales Management, Sales Operations, Theme Parks, Conflict Resolution, Entertainment, California Labor Law, Criminal Law, Employment Contracts, Sales Contracts, Torts, Evidence, Social Media, Marketing, Chess, Workplace Safety, Workplace Organization, Workplace Relations, Criminal Procedure, Civil Procedure, Constitutional Law, Real Property, Business Development, Program Management
Education
Lincoln Law School of San Jose 2010 — 2014
Doctor of Law (JD)
University of California, Santa Cruz 2006 — 2010
Bachelor of Arts (BA), Political Science and Government
Los Gatos High School 2002 — 2004
Daniel Peterson Daniel Peterson's Baseline Financial Services Experience October 2013 - February 2014
Job Technical Support Engineer at Midtech Software Solutions Inc.
Industry Information Technology and Services
Experience
Midtech Software Solutions Inc. February 2014 - Present
ITque, Inc. December 2013 - April 2014
Baseline Financial Services October 2013 - February 2014
Applied Research Works November 2012 - April 2013
Adecco @ Cisco February 2011 - November 2012
TEDxSanJoseCA - Social Media Team April 2012 - April 2012
The John Stewart Company February 2011 - December 2011
John Stewart Company September 2009 - February 2011
San Jose State University September 2009 - December 2010
San Jose State University/ VTA Co-op February 2010 - May 2010
Skills
Networking, Operating Systems, Visio, Linux, MySQL, Cisco IOS, Microsoft Excel, OSI Model, OpenBSD, Database Design, Data Modeling, Microsoft Project, LaTeX, Knowledge Management, Ticketing Systems, Training, Unified Communications, Cisco Telepresence, Telepresence, VoIP, Incident Management, Help Desk Support, Help Desk Implementation, Project Management, SDLC, System Administration, Active Directory, MS Project, Access, OS X, Windows, VMware ESX, vCenter Server, Cisco Firewall Security, HTML, Technical Support, Network Administration, Data Center, Databases, VMware, Troubleshooting, VPN, Cisco Technologies, Virtualization, Teaching, Computers, Computer Hardware, Apache, Hardware, Software Documentation
Education
San Jose State University 2008 — 2010
Bachelor of Science, Business Administration Management Information Systems, Philosophy Minor
Fullerton College 2003 — 2007
Associate of Arts, Business Administration
San Jose State University Department of MIS
Bachelor's Degree
Midtech Software Solutions Inc. February 2014 - Present
ITque, Inc. December 2013 - April 2014
Baseline Financial Services October 2013 - February 2014
Applied Research Works November 2012 - April 2013
Adecco @ Cisco February 2011 - November 2012
TEDxSanJoseCA - Social Media Team April 2012 - April 2012
The John Stewart Company February 2011 - December 2011
John Stewart Company September 2009 - February 2011
San Jose State University September 2009 - December 2010
San Jose State University/ VTA Co-op February 2010 - May 2010
Skills
Networking, Operating Systems, Visio, Linux, MySQL, Cisco IOS, Microsoft Excel, OSI Model, OpenBSD, Database Design, Data Modeling, Microsoft Project, LaTeX, Knowledge Management, Ticketing Systems, Training, Unified Communications, Cisco Telepresence, Telepresence, VoIP, Incident Management, Help Desk Support, Help Desk Implementation, Project Management, SDLC, System Administration, Active Directory, MS Project, Access, OS X, Windows, VMware ESX, vCenter Server, Cisco Firewall Security, HTML, Technical Support, Network Administration, Data Center, Databases, VMware, Troubleshooting, VPN, Cisco Technologies, Virtualization, Teaching, Computers, Computer Hardware, Apache, Hardware, Software Documentation
Education
San Jose State University 2008 — 2010
Bachelor of Science, Business Administration Management Information Systems, Philosophy Minor
Fullerton College 2003 — 2007
Associate of Arts, Business Administration
San Jose State University Department of MIS
Bachelor's Degree
Brendan O'Connor Brendan O'Connor's Baseline Financial Services Experience 1999 - 2005
Job Director at Markit
Industry Financial Services
Experience
Markit April 2015 - Present
Vertafore October 2013 - April 2015
Investors Economic Assurance, LLC July 2012 - September 2013
Dun & Bradstreet May 2011 - July 2012
Thomson Reuters January 1999 - May 2011
Thomson Reuters 1999 - 2009
Baseline Financial Services 1999 - 2005
Skills
Salesforce.com, New Business Development, Financial Markets, Account Management, Solution Selling, Equities, SaaS, Financial Services, Market Data, Business Development, Relationship Management, Business Strategy, Strategic Partnerships, Building Relationships
Education
Elon University 1989 — 1994
Markit April 2015 - Present
Vertafore October 2013 - April 2015
Investors Economic Assurance, LLC July 2012 - September 2013
Dun & Bradstreet May 2011 - July 2012
Thomson Reuters January 1999 - May 2011
Thomson Reuters 1999 - 2009
Baseline Financial Services 1999 - 2005
Skills
Salesforce.com, New Business Development, Financial Markets, Account Management, Solution Selling, Equities, SaaS, Financial Services, Market Data, Business Development, Relationship Management, Business Strategy, Strategic Partnerships, Building Relationships
Education
Elon University 1989 — 1994
Laurie Runyon Laurie Runyon's Baseline Financial Services Experience December 2014 - Present
Job Administrative Assistant at Baseline Financial Services
Industry Events Services
Experience
Baseline Financial Services December 2014 - Present
The Stuart Rental Company March 2011 - December 2013
Premier Event Rentals January 2006 - February 2011
Skills
55-60 Words Per Minute, Accounts Payable, Employee Payroll, Intuit, Microsoft Excel, Microsoft Word, Microsoft Outlook, 1 and 1 internet & email, Outlook, Leadership, Event Planning, Microsoft Office, Corporate Events
Education
De Anza College
Criminal Justice
De Anza College
Baseline Financial Services December 2014 - Present
The Stuart Rental Company March 2011 - December 2013
Premier Event Rentals January 2006 - February 2011
Skills
55-60 Words Per Minute, Accounts Payable, Employee Payroll, Intuit, Microsoft Excel, Microsoft Word, Microsoft Outlook, 1 and 1 internet & email, Outlook, Leadership, Event Planning, Microsoft Office, Corporate Events
Education
De Anza College
Criminal Justice
De Anza College
Heather Kumor Heather Kumor's Baseline Financial Services Experience July 1999 - May 2004
Job Attorney at Kumor Law LLC
Industry Law Practice
Experience
Kumor Law LLC March 2014 - Present
Fox Rothschild LLP September 2010 - February 2014
The Supreme Court of New Jersey March 2010 - August 2010
Thomson Reuters April 2008 - April 2010
Thomson Financial April 2006 - April 2008
Thomson Financial May 2004 - April 2006
Baseline Financial Services July 1999 - May 2004
Reliance Insurance Company 1997 - July 1999
Reliance Insurance Company May 1996 - May 1997
Up With People July 1994 - July 1995
Education
Rutgers University School of Law - Camden 2006 — 2008
JD
New Jersey Institute of Technology 1999 — 2002
MS
University of North Carolina at Charlotte 1990 — 1994
BA
Springfield Township High School
Kumor Law LLC March 2014 - Present
Fox Rothschild LLP September 2010 - February 2014
The Supreme Court of New Jersey March 2010 - August 2010
Thomson Reuters April 2008 - April 2010
Thomson Financial April 2006 - April 2008
Thomson Financial May 2004 - April 2006
Baseline Financial Services July 1999 - May 2004
Reliance Insurance Company 1997 - July 1999
Reliance Insurance Company May 1996 - May 1997
Up With People July 1994 - July 1995
Education
Rutgers University School of Law - Camden 2006 — 2008
JD
New Jersey Institute of Technology 1999 — 2002
MS
University of North Carolina at Charlotte 1990 — 1994
BA
Springfield Township High School
Ally Che Ally Che's Baseline Financial Services Experience 1999 - 2001
Job Product Manager, Vice President at Barclays Capital
Industry Financial Services
Experience
Barclays Capital June 2010 - Present
Barclays Capital (previously Lehman Brothers) July 2007 - July 2010
Morgan Stanley 2005 - 2007
Thomson Reuters 2001 - 2004
Baseline Financial Services 1999 - 2001
Education
Pace University - Lubin School of Business 2002 — 2004
Master of Business Administration (MBA), Economics & Computer Information Systems
Baruch College, City University of New York (CUNY) 1996 — 1999
Bachelor of Business Administration (BBA), Accounting and Finance
Barclays Capital June 2010 - Present
Barclays Capital (previously Lehman Brothers) July 2007 - July 2010
Morgan Stanley 2005 - 2007
Thomson Reuters 2001 - 2004
Baseline Financial Services 1999 - 2001
Education
Pace University - Lubin School of Business 2002 — 2004
Master of Business Administration (MBA), Economics & Computer Information Systems
Baruch College, City University of New York (CUNY) 1996 — 1999
Bachelor of Business Administration (BBA), Accounting and Finance
Marc Liebman Marc Liebman's Baseline Financial Services Experience April 2002 - December 2003
Job VP, Reservation Products
Industry Hospitality
Experience
TRAVELCLICK April 2009 - Present
Edgewater Technology November 2004 - April 2009
Thomson Financial December 2003 - November 2004
Baseline Financial Services April 2002 - December 2003
PaineWebber May 2000 - August 2000
Skills
Product Management, E-commerce, Business Analysis, Analytics, Change Management, Competitive Analysis, Cross-functional Team..., Project Management
Education
Binghamton University - School of Management 1997 — 2001
BS in Management, Concentrations in Finance and MIS
TRAVELCLICK April 2009 - Present
Edgewater Technology November 2004 - April 2009
Thomson Financial December 2003 - November 2004
Baseline Financial Services April 2002 - December 2003
PaineWebber May 2000 - August 2000
Skills
Product Management, E-commerce, Business Analysis, Analytics, Change Management, Competitive Analysis, Cross-functional Team..., Project Management
Education
Binghamton University - School of Management 1997 — 2001
BS in Management, Concentrations in Finance and MIS
Christian Tresse's Baseline Financial Services Experience 1992 - 2001
Job Principal, Bernstein
Industry Investment Management
Experience
Bernstein Global Wealth Management December 2001 - Present
Vividence 2000 - 2002
Baseline Financial Services 1992 - 2001
Education
Fairfield University 1984 — 1988
BS, Computer Science
Bernstein Global Wealth Management December 2001 - Present
Vividence 2000 - 2002
Baseline Financial Services 1992 - 2001
Education
Fairfield University 1984 — 1988
BS, Computer Science
Ed Zier's Baseline Financial Services Experience 1993 - 2002
Job VP Sales @ Reis | Information Services Executive | Sales Leadership | Business Development | Commercial Real Estate
Industry Information Technology and Services
Experience
REIS January 2014 - Present
Greenway Associates January 2005 - June 2014
Alacra April 2011 - December 2012
Thomson Financial 2002 - 2004
Baseline Financial Services 1993 - 2002
CompuServe 1982 - 1993
Education
University of Notre Dame 1976 — 1980
BBA, Marketing
New York University - Leonard N. Stern School of Business
MBA, Finance
REIS January 2014 - Present
Greenway Associates January 2005 - June 2014
Alacra April 2011 - December 2012
Thomson Financial 2002 - 2004
Baseline Financial Services 1993 - 2002
CompuServe 1982 - 1993
Education
University of Notre Dame 1976 — 1980
BBA, Marketing
New York University - Leonard N. Stern School of Business
MBA, Finance
Thomas Monte, PMP CISSP ITIL Expert's Baseline Financial Services Experience April 1998 - August 1999
Job Manager Core Data at Verizon Wireless
Industry Computer Networking
Experience
Verizon Wireless May 2015 - Present
Verizon Enterprise Solutions June 2011 - May 2015
Cerebellum Strategies, LLC January 2012 - December 2014
Online Resources March 2010 - June 2011
PayChoice January 2008 - February 2010
NCO Financial Systems June 2006 - January 2008
Creditex April 2000 - June 2006
Realtech Systems Corporation August 1999 - April 2000
Baseline Financial Services April 1998 - August 1999
M&T Bank July 1996 - March 1998
Skills
Cisco Technologies, Firewalls, VPN, WAN, Security, VoIP, Switches, OSPF, ITIL, Routers, Network Security, Network Architecture, Cisco Call Manager, PMP, DNS, LAN-WAN, Cisco IOS, EIGRP, Disaster Recovery, MPLS, Integration, Unix, CISSP, BGP, Networking, Ethernet, Microsoft Exchange, Solaris, Hardware, Load Balancing, RIP, Team Management, Cisco Nexus, Information Security, Troubleshooting, IT Management, Routing, Network Engineering, Network Design, Cisco Routers, Frame Relay, Enterprise Software, Visio, Solarwinds, F5 BigIP, Python, Linux, Vendor Management, Data Center, Information Technology
Education
Quinnipiac University 2012 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General
Internetwork Expert 2010 — 2011
none, CCIE Routing and Switching
Expert Labs Online 2005 — 2005
Internetwork Expert 2005 — 2005
Routing and Switching Technologies Class
SPS 2009 — 2009
Avaya ACM Basic Administration
State University of New York College at Plattsburgh 1990 — 1994
Bachelors, History
Verizon Wireless May 2015 - Present
Verizon Enterprise Solutions June 2011 - May 2015
Cerebellum Strategies, LLC January 2012 - December 2014
Online Resources March 2010 - June 2011
PayChoice January 2008 - February 2010
NCO Financial Systems June 2006 - January 2008
Creditex April 2000 - June 2006
Realtech Systems Corporation August 1999 - April 2000
Baseline Financial Services April 1998 - August 1999
M&T Bank July 1996 - March 1998
Skills
Cisco Technologies, Firewalls, VPN, WAN, Security, VoIP, Switches, OSPF, ITIL, Routers, Network Security, Network Architecture, Cisco Call Manager, PMP, DNS, LAN-WAN, Cisco IOS, EIGRP, Disaster Recovery, MPLS, Integration, Unix, CISSP, BGP, Networking, Ethernet, Microsoft Exchange, Solaris, Hardware, Load Balancing, RIP, Team Management, Cisco Nexus, Information Security, Troubleshooting, IT Management, Routing, Network Engineering, Network Design, Cisco Routers, Frame Relay, Enterprise Software, Visio, Solarwinds, F5 BigIP, Python, Linux, Vendor Management, Data Center, Information Technology
Education
Quinnipiac University 2012 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General
Internetwork Expert 2010 — 2011
none, CCIE Routing and Switching
Expert Labs Online 2005 — 2005
Internetwork Expert 2005 — 2005
Routing and Switching Technologies Class
SPS 2009 — 2009
Avaya ACM Basic Administration
State University of New York College at Plattsburgh 1990 — 1994
Bachelors, History
Ludo Pauliny's Baseline Financial Services Experience 1999 - 2002
Job Financial Services Professional
Industry Financial Services
Experience
MR Trading August 2008 - Present
Thomson Financial 2002 - July 2008
Thomson Financial 2002 - July 2008
Thomson Financial 2002 - July 2008
Thomson Reuters 2002 - July 2008
Baseline Financial Services 1999 - 2002
Skills
Financial Markets, Competitive Analysis, Product Management, Business Analysis, Functional Analysis, Pre-sales, Sales Presentations, Product Demonstration, Investment Management, Wealth Management, Financial Analysis, Business Strategy, Commodity Markets, Market Data, Financial Modeling, Equities, Fixed Income, Portfolio Management, Financial Services, Options, Leadership, Management, Analytics, Trading Systems, Capital Markets
Education
Minnesota State University, Mankato 1998 — 1999
MBA, Finance and Management
Ekonomická univerzita v Bratislave 1992 — 1997
BS, International Business
Vazovova
MR Trading August 2008 - Present
Thomson Financial 2002 - July 2008
Thomson Financial 2002 - July 2008
Thomson Financial 2002 - July 2008
Thomson Reuters 2002 - July 2008
Baseline Financial Services 1999 - 2002
Skills
Financial Markets, Competitive Analysis, Product Management, Business Analysis, Functional Analysis, Pre-sales, Sales Presentations, Product Demonstration, Investment Management, Wealth Management, Financial Analysis, Business Strategy, Commodity Markets, Market Data, Financial Modeling, Equities, Fixed Income, Portfolio Management, Financial Services, Options, Leadership, Management, Analytics, Trading Systems, Capital Markets
Education
Minnesota State University, Mankato 1998 — 1999
MBA, Finance and Management
Ekonomická univerzita v Bratislave 1992 — 1997
BS, International Business
Vazovova
Bill Ings's Baseline Financial Services Experience 1995 - 2004
Job Vice President, Head of Client Service Jennison Associates LLC
Industry Financial Services
Experience
Jennison Associates LLC April 2004 - Present
Thomson Financial 2002 - 2004
Baseline Financial Services 1995 - 2004
Advent Software 2000 - 2001
Education
Haverford College 1989 — 1993
BA, Political Science
Jennison Associates LLC April 2004 - Present
Thomson Financial 2002 - 2004
Baseline Financial Services 1995 - 2004
Advent Software 2000 - 2001
Education
Haverford College 1989 — 1993
BA, Political Science
Ed Bazzelle's Baseline Financial Services Experience January 1998 - January 2001
Job Director Software development at Thomson Reuters
Industry Financial Services
Experience
Thomson Reuters April 2008 - Present
Thomson Financial September 2006 - April 2008
Thomson Financial December 2003 - September 2006
Thomson Financial January 2001 - December 2003
Baseline Financial Services January 1998 - January 2001
Baseline Financial Services May 1996 - January 1998
Education
University of Delaware 1989 — 1994
BEE, Electrical Engineering
Thomson Reuters April 2008 - Present
Thomson Financial September 2006 - April 2008
Thomson Financial December 2003 - September 2006
Thomson Financial January 2001 - December 2003
Baseline Financial Services January 1998 - January 2001
Baseline Financial Services May 1996 - January 1998
Education
University of Delaware 1989 — 1994
BEE, Electrical Engineering
Danny Hom's Baseline Financial Services Experience February 1998 - August 2000
Job Global Data Analyst at Sungard Data Management Solutions
Industry Financial Services
Experience
Sungard Data Management Solutions September 2007 - Present
Thomson Financial August 2000 - March 2006
Baseline Financial Services February 1998 - August 2000
Education
Baruch College, City University of New York (CUNY) 1994 — 2000
BBA, Management
Sungard Data Management Solutions September 2007 - Present
Thomson Financial August 2000 - March 2006
Baseline Financial Services February 1998 - August 2000
Education
Baruch College, City University of New York (CUNY) 1994 — 2000
BBA, Management
Lystra Archer's Baseline Financial Services Experience 1997 - 2003
Job Billing Analyst at Personal Touch Medical
Industry Medical Practice
Experience
Personal Touch Medical September 2013 - Present
Thomson Reuters May 2004 - April 2013
Baseline Financial Services 1997 - 2003
Skills
Financial Analysis, Salesforce.com, Analysis, Budgets, Finance, Variance Analysis, Account Reconciliation, Business Analysis, Forecasting, Financial Services, Analytics, Process Improvement, Financial Markets, Relationship Management, Financial Modeling, Business Strategy, Account Management, Data Analysis, Competitive Analysis, Microsoft Excel, Equities, Vendor Management
Education
City University of New York
Business Administration
Personal Touch Medical September 2013 - Present
Thomson Reuters May 2004 - April 2013
Baseline Financial Services 1997 - 2003
Skills
Financial Analysis, Salesforce.com, Analysis, Budgets, Finance, Variance Analysis, Account Reconciliation, Business Analysis, Forecasting, Financial Services, Analytics, Process Improvement, Financial Markets, Relationship Management, Financial Modeling, Business Strategy, Account Management, Data Analysis, Competitive Analysis, Microsoft Excel, Equities, Vendor Management
Education
City University of New York
Business Administration
Carolyn Manuel's Baseline Financial Services Experience 1998 - 2004
Job Director at S&P Capital IQ
Industry Financial Services
Experience
S&P Capital IQ October 2004 - Present
Baseline Financial Services 1998 - 2004
U.S. Bank May 1996 - May 1998
Skills
Financial Markets, Capital Markets, Private Equity, Market Data, Capital IQ, Equity Research, Investments, Portfolio Management, Hedge Funds, Fixed Income, Valuation, Equities, Investment Banking, Asset Management, Alternative Investments, Trading
Education
Xavier University - Williams College of Business 1995 — 1997
MBA, Finance
Simmons College - Simmons School of Management 1988 — 1992
BA, Accounting & Management
S&P Capital IQ October 2004 - Present
Baseline Financial Services 1998 - 2004
U.S. Bank May 1996 - May 1998
Skills
Financial Markets, Capital Markets, Private Equity, Market Data, Capital IQ, Equity Research, Investments, Portfolio Management, Hedge Funds, Fixed Income, Valuation, Equities, Investment Banking, Asset Management, Alternative Investments, Trading
Education
Xavier University - Williams College of Business 1995 — 1997
MBA, Finance
Simmons College - Simmons School of Management 1988 — 1992
BA, Accounting & Management
Orna Lalehzari's Baseline Financial Services Experience July 1992 - October 2007
Job Senior Business Analyst at Citigroup
Industry Financial Services
Experience
Citigroup April 2009 - Present
Thomson Financial November 2007 - December 2008
Baseline Financial Services July 1992 - October 2007
Baseline Financial Services July 1990 - June 1992
Skills
SQL, Capital Markets, Business Analysis, Integration, Business Intelligence, SharePoint, Requirements Gathering, Software Project..., SDLC, Vendor Management, Requirements Analysis, User Acceptance Testing, Trading Systems, Electronic Trading, Derivatives, Product Management, Investment Banking, Project Management, Financial Services, Equities, Market Data, Process Improvement, Agile Methodologies, Risk Management, IT Strategy, Fixed Income
Education
City University of New York-Brooklyn College
BS, Computer Science
Citigroup April 2009 - Present
Thomson Financial November 2007 - December 2008
Baseline Financial Services July 1992 - October 2007
Baseline Financial Services July 1990 - June 1992
Skills
SQL, Capital Markets, Business Analysis, Integration, Business Intelligence, SharePoint, Requirements Gathering, Software Project..., SDLC, Vendor Management, Requirements Analysis, User Acceptance Testing, Trading Systems, Electronic Trading, Derivatives, Product Management, Investment Banking, Project Management, Financial Services, Equities, Market Data, Process Improvement, Agile Methodologies, Risk Management, IT Strategy, Fixed Income
Education
City University of New York-Brooklyn College
BS, Computer Science
Rick Bellusci's Baseline Financial Services Experience March 1998 - July 2005
Job Experienced Market Data Services and Investment Advisory Sales and Sales Management
Industry Financial Services
Experience
Self-Employed June 2010 - Present
William O’Neil+ Co November 2007 - May 2010
Kuberre Systems August 2005 - October 2006
Baseline Financial Services March 1998 - July 2005
Technimetrics, Inc July 1996 - January 1998
Lipper Analytical Services Corporation March 1989 - June 1996
First Investors February 1987 - March 1989
First Investors August 1985 - February 1987
Education
Iona College
Bachelor of Administration, Finance
Self-Employed June 2010 - Present
William O’Neil+ Co November 2007 - May 2010
Kuberre Systems August 2005 - October 2006
Baseline Financial Services March 1998 - July 2005
Technimetrics, Inc July 1996 - January 1998
Lipper Analytical Services Corporation March 1989 - June 1996
First Investors February 1987 - March 1989
First Investors August 1985 - February 1987
Education
Iona College
Bachelor of Administration, Finance
Elanse Chen's Baseline Financial Services Experience June 2015 - Present
Job Tax Preparer and Administrative Assistant
Industry Accounting
Experience
Baseline Financial Services June 2015 - Present
Lina's Tax Team January 2014 - Present
Lina's Tax Team February 2013 - January 2014
Skills
Personal Income Tax..., Microsoft Office, Data Entry, Bookkeeping, Accounts Payable, Tax Preparation, Tax Returns, Peachtree, QuickBooks, Internet research, Financial Accounting, Typing, Accounting, General Ledger, Microsoft Excel, GAAP, Journal Entries, Microsoft Word, PowerPoint, Financial Statements, Blogging, ProSeries
Education
De Anza College 2011 — 2012
Associate of Arts (AA), Accounting - Practice Emphasis, 3.96
Agnes Scott College 2007 — 2011
Bachelor of Arts (B.A.), English Literature and Creative Writing, 3.8
Baseline Financial Services June 2015 - Present
Lina's Tax Team January 2014 - Present
Lina's Tax Team February 2013 - January 2014
Skills
Personal Income Tax..., Microsoft Office, Data Entry, Bookkeeping, Accounts Payable, Tax Preparation, Tax Returns, Peachtree, QuickBooks, Internet research, Financial Accounting, Typing, Accounting, General Ledger, Microsoft Excel, GAAP, Journal Entries, Microsoft Word, PowerPoint, Financial Statements, Blogging, ProSeries
Education
De Anza College 2011 — 2012
Associate of Arts (AA), Accounting - Practice Emphasis, 3.96
Agnes Scott College 2007 — 2011
Bachelor of Arts (B.A.), English Literature and Creative Writing, 3.8