Black Diamond Performance Reporting, LLC

Industry: Company

Description

Founded: 2003 Parent organization: Advent Software

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Black Diamond Performance Reporting, LLC Employees

Employee
Years
Job
Industry
Brent McDermott Brent McDermott Jacksonville, Florida Area Details
Brent McDermott's Black Diamond Performance Reporting, LLC Experience November 2010 - February 2012
Job Client Advocate Team Lead at Black Diamond
Industry Financial Services
Experience
Trinity Fitness   February 2013 - Present
Black Diamond  February 2012 - Present
Beaches Habitat for Humanity  January 2011 - September 2013
Black Diamond Performance Reporting, LLC   November 2010 - February 2012
Fidelity Investments  2007 - 2010
The Scotts Miracle-Gro Company  2008 - 2009

Skills
Microsoft Excel, Customer Service, Salesforce.com, Microsoft Office, Team Building, Time Management, Management, Training, Process Improvement, Leadership, Sales, Access, Microsoft Word, Data Analysis, PowerPoint, Research, Nonprofits, Strategy, Troubleshooting, Coaching, Business Strategy, Leadership Development, Recruiting

Education
University of North Florida

Ryan Alexis Ryan Alexis Jacksonville, Florida Details
Ryan Alexis's Black Diamond Performance Reporting, LLC Experience June 2009 - March 2012
Job Senior Manager, Black Diamond Service Teams at Advent Software
Industry Computer Software
Experience
Advent Software  March 2012 - Present
Black Diamond Performance Reporting, LLC   June 2009 - March 2012
Merrill Lynch  May 2006 - June 2009

Skills
Equities, Portfolio Management, Salesforce.com, Business Analysis, Investments, SaaS, Process Improvement, Account Management, Data Analysis, Financial Services, Analytics, Analysis, CRM, Strategy

Education
University of North Florida   2002 — 2006
BS, Finance

Loren (White) Flood Loren (White) Flood Fayetteville, North Carolina Area Details
Loren (White) Flood's Black Diamond Performance Reporting, LLC Experience November 2009 - April 2010
Job
Industry Financial Services
Experience
Hinkamp Jewelers   April 2012 - Present
ING  June 2010 - August 2010
Publix Super Markets  June 2002 - June 2010
Black Diamond Performance Reporting, LLC   November 2009 - April 2010

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Public Speaking, Budgets, Strategic Planning, Negotiation, Editing

Education
Gemological Institute of America   2010 — 2011
Graduate Gemologist, Accredited Jewelry Professional

University of North Florida   2008 — 2010
Bachelor of Arts (B.A.), Finance, 3.60 GPA

Florida State College   2005 — 2007
Associate of Arts (A.A.)

Mandarin High School   2002 — 2006

Jason Schoepfer Jason Schoepfer Jacksonville Beach, Florida Details
Jason Schoepfer's Black Diamond Performance Reporting, LLC Experience January 2010 - January 2012
Job Associate at Harbor View Advisors
Industry Investment Banking
Experience
Harbor View Advisors  May 2015 - Present
110 Play Harder  December 2012 - April 2015
Knowledge Infusion  January 2012 - November 2012
Black Diamond Performance Reporting, LLC   January 2010 - January 2012

Skills
Financial Analysis, Financial Modeling, Strategic Financial..., Microsoft Excel, Managerial Finance, SaaS, Process Improvement, Business Strategy, Microsoft Office, Forecasting, Financial Accounting, Salesforce.com, Inventory Management, Inventory Planning, Start-ups, NetSuite, QuickBooks, Strategic Planning, Accounting, Business Analysis, Data Analysis, Financial Forecasting, Financial Audits, Budget, Operating Budgets, Mergers, Acquisitions, Acquisition Integration, Finance, Financial Reporting, Corporate Finance, Analysis, Investor Relations, Due Diligence, Gross Margin, Valuation

Education
University of North Florida   2011 — 2013
Master of Business Administration (M.B.A.), Accounting

University of North Florida   2007 — 2011
Bachelor of Business Administration (B.B.A.), Accounting

Jim Philip Jim Philip Ponte Vedra Beach, Florida Details
Jim Philip's Black Diamond Performance Reporting, LLC Experience February 2009 - August 2011
Job Partner at Harbor View Advisors
Industry Financial Services
Experience
Harbor View Advisors  October 2007 - Present
GreenJobInterview Video Interviewing   April 2015 - Present
Pacesetter Technology   August 2013 - Present
Breezy.HR   October 2014 - Present
Protection Plan Inc.   January 2013 - Present
110% Play Harder  June 2010 - Present
Swyft Technology   December 2008 - April 2014
Knowledge Infusion  March 2012 - November 2012
Black Diamond Performance Reporting, LLC   February 2009 - August 2011
Vurv Technology  2003 - 2007

Skills
Venture Capital, Leadership, Start-ups, Strategic Planning, Mergers & Acquisitions, Business Strategy, Strategy, Investments, Management, Business Development, Due Diligence, Fundraising, SaaS, Forecasting, Budgets, Enterprise Software, Mergers, Management Consulting, Talent Management, Talent Acquisition

Education
Stanford University Graduate School of Business   1993 — 1995
MBA

Vanderbilt University   1985 — 1989
BA, Economics and Mathematics

Ben Schaefer Ben Schaefer Raleigh-Durham, North Carolina Area Details
Ben Schaefer's Black Diamond Performance Reporting, LLC Experience January 2009 - May 2011
Job Windows Security/ User Administrator at CGI Group
Industry Computer & Network Security
Experience
CGI  March 2012 - Present
Computer Task Group  June 2011 - March 2012
Black Diamond Performance Reporting, LLC   January 2009 - May 2011

Skills
Windows Security, Network Architecture, Network Administration, Penetration Testing, Linux System..., Harm Reduction, Configuration..., Linux Network..., Firewall, Information Security, Firewalls, System Administration

Education
University of Central Florida   2004 — 2007
Bachelor of Science (BS), Computer and Information Sciences and Support Services

Daniel Rumbach Daniel Rumbach Jacksonville, Florida Area Details
Daniel Rumbach's Black Diamond Performance Reporting, LLC Experience October 2011 - Present
Job Client Advocate at Black Diamond Performance Reporting, LLC
Industry Financial Services
Experience
Black Diamond Performance Reporting, LLC   October 2011 - Present
Merrill Lynch  October 2005 - March 2011
Blue Cross Blue Shield of Florida  2002 - 2005

Skills
Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Financial Analysis, Access, Investments, Salesforce.com, Process Improvement, Risk Management, Team Building

Education
University of North Florida   1998 — 2002
Finance, General

Michelle Odom Michelle Odom Jacksonville, Florida Area Details
Michelle Odom's Black Diamond Performance Reporting, LLC Experience January 2013 - Present
Job Solutions Consultant at Black Diamond Performance Reporting, LLC
Industry Financial Services
Experience
Black Diamond Performance Reporting, LLC   January 2013 - Present
Black Diamond Performance Reporting, LLC   May 2012 - December 2012
Black Diamond Performance Reporting, LLC   February 2009 - May 2012

Skills
Series 7, Portfolio Management, Process Improvement, Equities, Wealth Management, Investments, CRM, Strategic Financial..., Asset Allocation, Bloomberg, Alternative Investments, Financial Analysis, Mutual Funds, Trading, Hedge Funds

Education
University of Central Florida - College of Business Administration
Bachelors, Finance

Whitley Carroll Whitley Carroll Jacksonville, Florida Area Details
Whitley Carroll's Black Diamond Performance Reporting, LLC Experience May 2012 - Present
Job Team Lead, Client Service at Black Diamond Performance Reporting, LLC
Industry Financial Services
Experience
Black Diamond Performance Reporting, LLC   May 2012 - Present
PHH Mortgage  August 2006 - June 2010

Skills
Financial Analysis, Time Management, Customer Service, Microsoft Excel, Data Analysis, Microsoft Word, Investments, Analysis, PowerPoint, Business Analysis, Leadership, Public Speaking, Risk Management, Microsoft Office, Strategic Planning, Project Management, Team Building, Event Planning

Education
UNF Osprey Financial Group   2011 — 2012
Portfolio Manager & Consumer Staples and Discretionary Sector Analyst

University of North Florida   2010 — 2012
Financial Services, Financial Planning

Lona Fleming Lona Fleming Jacksonville, Florida Area Details
Lona Fleming's Black Diamond Performance Reporting, LLC Experience July 2009 - January 2011
Job CEO at Lona's LIfe
Industry Executive Office
Experience
Lona's LIfe   July 2014 - Present
Advent Software  April 2013 - July 2014
Black Diamond (Business Unit of Advent Software)   July 2010 - April 2013
Black Diamond Performance Reporting, LLC   July 2009 - January 2011
Blue Medical Supply & Equipment   October 2007 - July 2009
Vurv Technology  2004 - 2007
Recruitmax   2004 - 2005
Ringeisen & Worrell, PA   August 2001 - March 2004
Foundation Academy  August 1999 - June 2001

Skills
PeopleSoft, Applicant Tracking..., Talent Management, HRIS, SaaS, Taleo, Deferred Compensation, Performance Management, Technical Writing, Employee Surveys, Team Building, Training, System Administration, Personnel Management, Payroll, Onboarding, Mergers, Management, Mergers, Human Resources, Human Capital, HR Policies, HR Consulting, FMLA, Employer Branding, Employee Training, Employee Relations, Benefits Administration, Vendor Management, Background Checks, Employee Engagement, Employment Law, HR Transformation, Hiring, Interviews, Leadership, Process Improvement, Technical Recruiting, Workforce Planning, Business Analysis, Organizational...

Education
Emory University   1972 — 1974
BA, French

University of West Georgia   1970 — 1972

Ian McGuigan Ian McGuigan Jacksonville, Florida Area Details
Ian McGuigan's Black Diamond Performance Reporting, LLC Experience June 2015 - Present
Job Solutions Support Analyst at Black Diamond Performance Reporting, LLC
Industry Financial Services
Experience
Black Diamond Performance Reporting, LLC   June 2015 - Present
Black Diamond Performance Reporting, LLC   November 2014 - June 2015
Black Diamond Performance Reporting, LLC   July 2013 - November 2014
Black Diamond Performance Reporting, LLC   January 2013 - June 2013
Apple Retail  June 2007 - February 2013

Skills
iLife, iWork, OS X, Keynote, Mac, Mac OS, Store Management, Microsoft Office, Computer Repair, iOS, Social Media, Retail, iPod, Adobe Creative Suite, iPhone, Facebook, Aperture, Mac OS X Server, Microsoft Excel

Education
University of North Florida   2007 — 2011
Bachelor of Business Administration (BBA), Finance, General

James Trey Morrish James Trey Morrish Greater New York City Area Details
James Trey Morrish's Black Diamond Performance Reporting, LLC Experience May 2011 - August 2011
Job Analyst Equity Research
Industry Financial Services
Experience
Barclays Investment Bank  October 2014 - Present
Citigroup  October 2013 - September 2014
Northcoast Research  August 2013 - October 2013
Young Life  August 2008 - May 2012
Black Diamond Performance Reporting, LLC   May 2011 - August 2011
Young Life  August 2006 - May 2008

Skills
Bloomberg Certified, Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Capital IQ, Crystal Ball

Education
The Ohio State University   2012 — 2013
Specialized Masters in Business Finance, Investment Management

University of North Florida - College of Business Administration   2008 — 2012
BBA, Finance & Economics

Ashley Delaney Ashley Delaney Nashville, Tennessee Details
Ashley Delaney's Black Diamond Performance Reporting, LLC Experience May 2006 - August 2007
Job MBA Candidate 2014, Owen Graduate School of Management,Vanderbilt University
Industry Marketing and Advertising
Experience
The Kraft Heinz Company  August 2014 - Present
HJ Heinz  June 2013 - August 2013
Fortegra Financial  June 2010 - August 2012
Children's Miracle Network  April 2009 - April 2010
Acosta Sales & Marketing  May 2009 - July 2009
Promo Depot  May 2008 - August 2008
Black Diamond Performance Reporting, LLC   May 2006 - August 2007

Skills
Lean Six Sigma, Oracle CRM, Strategic Planning, Project Management, Customer Service, Marketing Communications, Social Media Marketing, Marketing Strategy, Business Analysis, Leadership, Data Analysis, Financial Analysis, Competitive Analysis, Leadership Development, Digital Strategy, Content Strategy, Digital Marketing, Strategy, Account Management, Brand Management, Marketing, Marketing Research, Market Research

Education
Vanderbilt University - Owen Graduate School of Management   2012 — 2014
Master of Business Administration (MBA), Marketing (Brand Management)

University of Florida - Warrington College Of Business   2006 — 2010
Finance

Lauren Denton Lauren Denton Jacksonville, Florida Area Details
Lauren Denton's Black Diamond Performance Reporting, LLC Experience May 2010 - December 2012
Job Marketing Specialist at Advent Software
Industry Financial Services
Experience
Advent Software  March 2014 - September 2014
Advent Software  August 2013 - December 2013
Black Diamond Performance Reporting, LLC (Acquired by Advent Software)   January 2013 - August 2013
Black Diamond Performance Reporting, LLC   May 2010 - December 2012

Skills
Marketing Strategy, Microsoft Excel, Marketing, Marketing Communications, Customer Service, Social Networking, Salesforce.com, Social Media

Education
University of North Florida - College of Business Administration   2007 — 2009
Marketing

Irma Mujkic Irma Mujkic Jacksonville, Florida Area Details
Irma Mujkic's Black Diamond Performance Reporting, LLC Experience August 2014 - Present
Job Report Analyst at Black Diamond Performance Reporting, LLC
Industry Investment Management
Experience
Black Diamond Performance Reporting, LLC   August 2014 - Present
Black Diamond Performance Reporting, LLC   August 2012 - August 2014
Deutsche Bank  September 2010 - August 2012
Deutsche Bank  April 2009 - September 2010
Beeline.com, Inc.   August 2008 - December 2008
Emtec, Inc.   August 2007 - August 2008
Madison & Hoyt Real Estate Group   February 2007 - August 2007

Skills
Outlook, Excel, Customer Relations, PowerPoint, Word, Microsoft Office, Account Management, Research, Banking, Customer Service, Risk Management, Derivatives, Problem Solving, Financial Analysis, Analysis, Microsoft Excel, Leadership, Data Analysis, Access, Process Improvement, Business Analysis, Management, Forecasting, Sales

Education
Institute for Integrative Nutrition   2015 — 2016
Holistic Health & Nutrition Coaching

University of North Florida   2004 — 2008
BBA, Marketing

Anthony Janocko Anthony Janocko Philadelphia, Pennsylvania Details
Anthony Janocko's Black Diamond Performance Reporting, LLC Experience May 2014 - August 2014
Job Product Development Intern at SmartAsset
Industry Computer Software
Experience
SmartAsset  May 2015 - August 2015
Black Diamond Performance Reporting, LLC   May 2014 - August 2014

Skills
Java, C, C++, Python, SQL, HTML, CSS, OCaml, Linux, Node.js, Android Development, Leadership, Social Networking, Event Planning, Data Analysis

Education
University of Pennsylvania   2012 — 2016
Computer and Information Sciences and Support Services

Allen D Nease High School   2008 — 2012
International Baccalaureate

Edward McDonald Edward McDonald Jacksonville, Florida Area Details
Edward McDonald's Black Diamond Performance Reporting, LLC Experience September 2013 - Present
Job Software Engineer
Industry Computer Software
Experience
Black Diamond Performance Reporting, LLC   September 2013 - Present
PaySpan, Inc.   April 2011 - September 2013

Skills
C#, C, MVC 3, HTML, JavaScript, jQuery, ASP.NET MVC, Object Oriented Design, Java, XML, Microsoft SQL Server, MVC, WCF, .NET, AJAX, Design Patterns, T-SQL, Visual Studio, ASP.NET, JSON, MongoDB, Git

Education
University of North Florida   2009 — 2013
Bachelor of Science (BS), Computer Science

Joshua Hull Joshua Hull Greater Atlanta Area Details
Joshua Hull's Black Diamond Performance Reporting, LLC Experience April 2013 - May 2014
Job Quality Assurance Analyst at eVestment
Industry Financial Services
Experience
eVestment  May 2014 - Present
Black Diamond Performance Reporting, LLC   April 2013 - May 2014
Deutsche Bank  January 2012 - March 2013
Apple Retail  April 2007 - March 2011

Skills
Agile Methodologies, Scrum, Quality Assurance, Process Improvement, Software Quality..., FogBugz, Kanban, Agile Project Management, Microsoft Excel, TeamCity, PowerPoint, Customer Service, Microsoft Word, Team Leadership, OS X, Training, Analysis, Time Management, Collaboration, Development Work, Research, Data Analysis, Management, Leadership, Outlook, Software, Project Management, Github, Requirements Gathering, User Stories

Education
University of North Florida
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Cologne University of Applied Sciences   2011 — 2011
University of North Florida Study Abroad Program, Business/Managerial Economics

Euromed School of Management   2010 — 2010
University of North Florida Study Abroad Program, Management

Marsha Bergen Marsha Bergen Jacksonville, Florida Area Details
Marsha Bergen's Black Diamond Performance Reporting, LLC Experience September 2013 - May 2014
Job at
Industry Health, Wellness and Fitness
Experience
Plexus Worldwide, Inc.   January 2015 - Present
Golden Gate Mothers Group  January 2015 - Present
Golden Gate Mothers Group  September 2014 - Present
Black Diamond Performance Reporting, LLC   September 2013 - May 2014
Merrill Lynch  May 2013 - September 2013
Merrill Lynch  September 2012 - May 2013
Merrill Lynch  April 2011 - September 2012
Merrill Lynch  November 2009 - March 2011
Merrill Lynch  April 2008 - November 2009
Merrill Lynch  October 2006 - April 2008

Skills
Customer Relations, Asset Management, Excel, Financial Analysis, Access, Event Management, Product Management, Project Coordination, Project Planning, HR Policies, Oracle HR, Mutual Funds, Alternative Investments, Unit Trusts, College Recruiting, Cooperative, Managerial Experience, Six Sigma, Visio, PowerPoint, Photoshop, Documentation, Data Analysis, Employee Relations, Fundraising, Hiring, Team Leadership, Lotus Notes, Social Networking, Operations, Operations Management, Organizing, Microsoft Office, Photography, Problem Solving, Testing, Teamwork, Wordpress, Mac OS X, Customer Service, Management, Software Documentation, Risk Management, Microsoft Excel, Leadership, Process Improvement, Marketing, Business Analysis, Project Management, Microsoft Word

Education
Saint Leo University   2004 — 2005
Bachelor of Arts, Business Administration specializing in Management

Saint Johns River State College   2000 — 2002
Associate of Arts, Business Administration

Carol Lynch, CPA Carol Lynch, CPA Ponte Vedra Beach, Florida Details
Carol Lynch, CPA's Black Diamond Performance Reporting, LLC Experience February 2009 - June 2011
Job Controller Mountainstar Capital
Industry Financial Services
Experience
Mountainstar Capital   July 2015 - Present
Regency Centers  December 2013 - July 2015
InHouse, Inc  August 2012 - July 2013
Advent Software  June 2011 - July 2012
Black Diamond Performance Reporting, LLC   February 2009 - June 2011
Taleo  July 2008 - February 2009
Vurv Technology  2007 - June 2008
Website Pros, Inc.   November 2002 - May 2007
KPMG Peat Marwick  1992 - 1997

Skills
Financial Accounting, Financial Planning, Controller, Revenue Recognition, Sarbanes-Oxley Act, Financial Reporting, Financial Analysis, Mergers, Forecasting, SaaS, Process Improvement, General Ledger, Internal Controls, SEC filings, Sarbanes-Oxley, Business Analysis, Budgets, Executive Management, Consolidation, Payroll, GAAP, US GAAP, PeopleSoft, CPA, Big 4, Finance, Mergers & Acquisitions, Variance Analysis, Acquisition Integration

Education
California State University-Northridge   1989 — 1991
Bachelor of Science, Accounting

Kimi Killmaier Kimi Killmaier San Francisco, California Details
Kimi Killmaier's Black Diamond Performance Reporting, LLC Experience April 2013 - Present
Job Strategic Accounts at Black Diamond Performance Reporting, LLC
Industry Financial Services
Experience
Black Diamond Performance Reporting, LLC   April 2013 - Present
BNY Mellon  September 2012 - April 2013
PERSHING ADVISOR SOLUTIONS  October 2007 - September 2012
PERSHING ADVISOR SOLUTIONS  August 2006 - June 2007
Royal Bank of Scotland  August 2006 - June 2007
Deutsche Bank  November 2005 - July 2006
Deutsche Bank  February 2005 - November 2005
MERRILL LYNCH INTERNATIONAL  June 2004 - December 2004

Skills
Securities, Mutual Funds, Equities, Wealth Management, Fixed Income, Financial Services, Asset Managment, Investment Advisory, Hedge Funds, Alternative Investments, Investments, Portfolio Management, Derivatives, Risk Management, Equity Derivatives, Series 7, Prime Brokerage, Swaps, Corporate Actions, Settlement, Relationship Management, FINRA, Bloomberg, Financial Markets, Client Services, Series 63, Capital Markets, Banking, Management, Investment Banking, Equity Trading, Investment Management, Financial Advisory, Investment Strategies, Middle Office, Finance, Cash Management, Business Process

Education
Rollins College - Crummer Graduate School of Business   2009 — 2010
Master of Business Administration (MBA)

University of Central Florida   2000 — 2004
Bachelor of Science (B.S.), Business Administration; Finance and International Business; Management

Harrison Phillips Harrison Phillips New York, New York Details
Harrison Phillips's Black Diamond Performance Reporting, LLC Experience December 2013 - January 2014
Job Analyst at Viridian Capital Advisors, LLC
Industry Investment Banking
Experience
Secure Strategy Group, LLC   January 2015 - Present
Viridian Capital Advisors   2015 - Present
LifeVantage  March 2012 - Present
Osprey Financial Group  August 2013 - April 2014
Black Diamond Performance Reporting, LLC   December 2013 - January 2014
Brower Financial Group   August 2013 - December 2013
Vector Marketing  May 2010 - November 2010

Skills
Microsoft Office, Nutrition, Sales, Entrepreneurship, Home Based Business, Customer Service, Research, Microsoft Excel, Social Media, Social Networking, Wellness, Small Business, Social Media Marketing, Finance, Financial Analysis, Public Speaking, Fitness, Network Marketing, Supplements, Personal Development, Direct Sales, Team Building, Microsoft Word, Financial Statement..., PowerPoint, Inventor, Bloomberg Terminal, Performance Reporting, Antioxidants, Financial Freedom, Food Supplements, Equities, Time Management, Mergers & Acquisitions, Investments, Business Analysis, Data Analysis

Education
University of North Florida   2012 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Magna Cum Laude

Florida Community College at Jacksonville   2011 — 2012
Associate of Arts (A.A.)

Georgia Tech   2008 — 2010
Aerospace, Aeronautical and Astronautical/Space Engineering

William Whittington William Whittington San Francisco Bay Area Details
William Whittington's Black Diamond Performance Reporting, LLC Experience March 2013 - April 2014
Job Registered Client Service Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  June 2014 - Present
Black Diamond Performance Reporting, LLC   March 2013 - April 2014
Merrill Edge  May 2012 - August 2013
Merrill Edge  August 2012 - March 2013
Merrill Lynch  March 2007 - May 2011

Skills
Client Service Oriented, Series 7, Oral & Written..., Customer Satisfaction, Series 66, Learning Quickly, Team-oriented, Microsoft Excel, Performance Reporting, Analytical Capability, Friendly Personality, Intelligence, Motivated self-starter, Dependable Team Player, Finance, Technology, Client Services, Uniform Combined State..., Retirement Benefits, Retirement Planning, Retirement

Education
University of Florida   1998 — 2002
Bachelor of Health Science, Rehabilitation Services

Rachel Cameron Rachel Cameron Jacksonville, Florida Area Details
Rachel Cameron's Black Diamond Performance Reporting, LLC Experience August 2014 - Present
Job Client Advocate at Black Diamond Reporting
Industry Financial Services
Experience
Black Diamond Performance Reporting, LLC   August 2014 - Present
Black Diamond Performance Reporting, LLC   May 2013 - Present
Merrill Lynch  November 2012 - May 2013
Merrill Lynch  March 2012 - November 2012
Merrill Lynch  November 2010 - March 2012
State Farm Insurance  September 2009 - November 2010
State Farm Insurance  July 2006 - August 2009

Skills
Series 7, Informa, Communication, Critical Thinking, Maintaining A Positive..., Leadership..., Investment Strategies, Management, Investments, Customer Service, Finance, Financial Services

Education
University of North Florida   2007 — 2009
Bachelor of Science (BS), Psychology

Florida Community College at Jacksonville   2006 — 2007
Associate of Arts (A.A.), Psychology

Stanton College Prep

Bethany Lorden Bethany Lorden Jacksonville, Florida Area Details
Bethany Lorden's Black Diamond Performance Reporting, LLC Experience March 2009 - Present
Job Executive Assistant at Black Diamond A Division of Advent Software
Industry Financial Services
Experience
Black Diamond Performance Reporting, LLC   March 2009 - Present
Taleo  July 2008 - March 2009
Vurv Technology  June 2007 - July 2008
Merrill Lynch  December 2005 - June 2007

Education
Daytona State College   2003 — 2005
AA, Communications

Bois Farrar Bois Farrar Jacksonville, Florida Area Details
Bois Farrar's Black Diamond Performance Reporting, LLC Experience November 2009 - September 2010
Job Land Associate at Dream Finders Homes, LLC
Industry Real Estate
Experience
Dream Finders Homes, LLC  May 2015 - Present
Florida Capital Bank  September 2010 - May 2015
Black Diamond Performance Reporting, LLC   November 2009 - September 2010
Washington & Lee University  October 2008 - May 2009
CBRE  August 2007 - September 2008
The Landon School  July 2006 - July 2007
Hamilton College  May 2005 - June 2006
English Lacrosse Association  August 2004 - April 2005

Skills
Fundraising, Sales, Mortgage Lending, Marketing, B2B, Investment Properties, Loans, Credit, Public Speaking, Financial Analysis, Account Management, Business Development, Event Planning, Strategic Planning, New Business Development

Education
Hampden-Sydney College   2000 — 2004
B.A., English

John Matsche John Matsche Jacksonville, Florida Area Details
John Matsche's Black Diamond Performance Reporting, LLC Experience October 2009 - January 2011
Job VP Strategy Manager at Bank of America
Industry Computer Software
Experience
Bank of America  January 2011 - Present
Black Diamond Performance Reporting, LLC   October 2009 - January 2011
Football Fanatics  March 2008 - October 2009
Bank of America  October 1998 - May 2007
Transamerica  September 1997 - October 1998
NationsBank  February 1996 - September 1997
Chase Manhattan Bank  May 1995 - February 1996
Westinghouse SRS   July 1990 - May 1995

Education
University of Central Florida
MBA, Business Administration

Augusta State University
BS, Computer Science

Jessica Palm Jessica Palm Jacksonville, Florida Area Details
Jessica Palm's Black Diamond Performance Reporting, LLC Experience January 2010 - February 2011
Job Quality Assurance Analyst at Advent Software Black Diamond Performance Reporting
Industry Financial Services
Experience
Advent Software - Black Diamond Performance Reporting   October 2013 - Present
Advent Software - Black Diamond Performance Reporting   February 2011 - October 2013
Black Diamond Performance Reporting, LLC   January 2010 - February 2011
Black Diamond Performance Reporting, LLC   November 2007 - January 2010
Black Diamond Performance Reporting, LLC   July 2007 - November 2007
Pitt Ohio Express  December 2005 - May 2007

Skills
Project Management, Quality Assurance, Business Analysis, Investments, Salesforce.com, Portfolio Management, Microsoft Office, SharePoint, SQL, Cloud Computing, SaaS

Education
University of Pittsburgh   2002 — 2005
BSBA, Finance and Economics

University of Pittsburgh   2002 — 2005
Bachelor's degree, Finance, General

Will Theiler Will Theiler Jacksonville, Florida Area Details
Will Theiler's Black Diamond Performance Reporting, LLC Experience April 2010 - June 2012
Job Associate Product Manager at Advent Software
Industry Financial Services
Experience
Advent Software  July 2012 - Present
Black Diamond Performance Reporting, LLC   April 2010 - June 2012
Black Diamond Performance Reporting, LLC   February 2007 - March 2010

Education
Florida State University - College of Business   2001 — 2005

Josh Bergen Josh Bergen San Francisco Bay Area Details
Josh Bergen's Black Diamond Performance Reporting, LLC Experience March 2012 - July 2013
Job Chief Technology Officer at FlightPath
Industry Information Technology and Services
Experience
FlightPath Human Systems   July 2013 - Present
Do Something Great Today   June 2013 - Present
Black Diamond Performance Reporting, LLC   March 2012 - July 2013
Black Diamond Performance Reporting, LLC   June 2010 - April 2012
Taleo  2007 - June 2010
Vurv Technologies Inc.   2004 - 2007
University of North Florida  2003 - 2005

Skills
Microsoft SQL Server, IIS, Leadership, ColdFusion, Cloud Computing, SaaS, SQL, JavaScript, Scrum, Agile Methodologies, Web Services, Requirements Analysis

Education
University of North Florida   2002 — 2005
Bachelor of Science (BS), Computer Science

Chris Haley Chris Haley Jacksonville, Florida Area Details
Chris Haley's Black Diamond Performance Reporting, LLC Experience August 2007 - August 2011
Job Principal at Harbor View Advisors, LLC
Industry Financial Services
Experience
Michael C. Fina  September 2014 - Present
Antisyn, LLC   August 2014 - Present
Wealth Access, Inc.   July 2014 - Present
Forcura, LLC   July 2014 - Present
Harbor View Advisors  January 2013 - Present
Knowledge Infusion  August 2011 - December 2012
Black Diamond Performance Reporting, LLC   August 2007 - August 2011
Bass, Berry & Sims   June 2002 - July 2007
Ernst & Young  1997 - 1998

Skills
Tax, Mergers, Compliance, Contract Negotiation, SaaS, Financial Analysis, Financial Modeling, Financial Accounting, Corporate Finance, Corporate Law, Corporate Governance, Entrepreneurship, Entrepreneurial Finance, Entrepreneurial..., Profitable Growth, Growth Capital, Growing Businesses, Accounting

Education
New York University School of Law   2001 — 2002
LL.M., Taxation

University of Tennessee College of Law   1998 — 2001
JD, Law

University of Mississippi   1997 — 2001
Master's Degree, Taxation

University of Mississippi   1993 — 1997
BAccy, Accountancy

Senatobia High School   1989 — 1993

Brian Hasden Brian Hasden Jacksonville, Florida Details
Brian Hasden's Black Diamond Performance Reporting, LLC Experience October 2013 - Present
Job Software Developer at Black Diamond Performance Reporting, LLC
Industry Information Technology and Services
Experience
Black Diamond Performance Reporting, LLC   October 2013 - Present
Lender Processing Services, Inc. (LPS)   July 2012 - October 2013
Bank of America  February 2011 - July 2012
Lender Processing Services, Inc. (LPS)   March 2008 - February 2011
Payformance Corporation  December 2006 - March 2008
Integrated Marketing Solutions  January 2006 - December 2006
Blade Agency   June 2003 - January 2006
United States Air Force Academy  June 2001 - June 2003
Blade Agency   November 1998 - June 2001

Skills
C#, Microsoft SQL Server, Agile Methodologies, SQL, .NET, Web Services, ASP.NET, IIS, T-SQL, WCF, Visual Studio, XML, SDLC, Databases

Education
University of North Florida   2005 — 2009
B.S., Computer Science

Santa Fe Community College   2004 — 2004

United States Air Force Academy   2001 — 2003

Earline Gilley Earline Gilley Jacksonville, Florida Area Details
Earline Gilley's Black Diamond Performance Reporting, LLC Experience July 2012 - Present
Job Software Developer at Black Diamond Performance Reporting, LLC
Industry Information Technology and Services
Experience
Black Diamond Performance Reporting, LLC   July 2012 - Present
Stein Mart  July 2007 - July 2012
Arizona Chemical  July 2000 - June 2007
Federal Express  June 1998 - June 2000

Skills
Active Directory, SQL, Business Intelligence, Analysis, Requirements Analysis, Microsoft SQL Server, SDLC, MS Project, XP, Software Project..., Process Improvement

Education
University of North Florida   1992 — 1994
BA, English Literature

Lee Books Lee Books Jacksonville, Florida Area Details
Lee Books's Black Diamond Performance Reporting, LLC Experience August 2011 - June 2013
Job Strategic Sales Analyst at MSC Care Management
Industry Information Services
Experience
MSC Care Management  April 2013 - Present
Black Diamond Performance Reporting, LLC   August 2011 - June 2013
Winn Dixie Stores  December 2010 - April 2012
Walmart Stores  2006 - 2010
Wal-Mart Corporate Offices2004 - 2006   August 2004 - October 2006
Best Pontiac, Buick   January 2000 - January 2004
9 to 5 Computer Supply   January 1997 - January 2000

Skills
Data Analysis, HRIS, Access, Research, SharePoint, Accounts Payable, Invoicing, Accounts Receivable, Accounting, Microsoft Excel, Analysis, PeopleSoft, Applicant Tracking..., Customer Service, Project Management, Software Documentation

Education
University of Phoenix   2006 — 2009
Business Administration

Brandon Parks Brandon Parks Jacksonville, Florida Area Details
Brandon Parks's Black Diamond Performance Reporting, LLC Experience May 2011 - March 2014
Job at
Industry Investment Management
Experience
Advent Software  March 2014 - Present
Black Diamond Performance Reporting, LLC   May 2011 - March 2014

Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Research, Financial Modeling, Teamwork, Customer Service, Investments, Economics, Valuation, Public Speaking, Corporate Finance, Social Media, English

Education
University of North Florida - College of Business Administration   2007 — 2011
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law

Universty of North Florida   2007 — 2011
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law

John Marinatos John Marinatos Jacksonville, Florida Area Details
John Marinatos's Black Diamond Performance Reporting, LLC Experience June 2008 - Present
Job Director, Product Development at Advent Software
Industry Financial Services
Experience
Black Diamond Performance Reporting, LLC   June 2008 - Present

Education
University of North Florida

Montgomery Gossen Montgomery Gossen Lafayette, Louisiana Details
Montgomery Gossen's Black Diamond Performance Reporting, LLC Experience February 2015 - July 2015
Job
Industry Financial Services
Experience
Black Diamond Performance Reporting, LLC   February 2015 - July 2015
Black Diamond Performance Reporting, LLC   May 2014 - February 2015
Louisiana Foods   September 2012 - December 2013
Louisiana Foods   January 2012 - October 2012
Haynie and Associates   January 2008 - December 2008

Skills
Microsoft Office, Strategic Planning, PowerPoint, Microsoft Word, Research, Microsoft Excel, Internal Communications, Data Analysis, Visual Basic, Navision, Customer Insight, Data Entry, Social Networking, Process Improvement, Business Analysis, Accounts Receivable, Accounting, Management, Customer Service, Public Speaking, Social Media, Sales

Education
Louisiana State University   2007 — 2011
Degree in Agriculture, Agriculture Economics

Northwestern State University   2007 — 2008

Jacqueline Morrell Jacqueline Morrell Jacksonville, Florida Details
Jacqueline Morrell's Black Diamond Performance Reporting, LLC Experience February 2013 - Present
Job Data Analyst at Black Diamond Performance Reporting, LLC
Industry Financial Services
Experience
Black Diamond Performance Reporting, LLC   February 2013 - Present
Fidelity Investments  January 2011 - February 2013

Education
University of North Florida   2008 — 2010
Bachelor of Business Administration (BBA), Finance

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