ByAllAccounts Company
Industry: Company
DescriptionFounded: 1999 Parent organization: Morningstar, Inc.
ByAllAccounts List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at ByAllAccounts. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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ByAllAccounts Employees
Hannaford Supermarkets July 2015 - Present
Delhaize America September 2014 - June 2015
Food Lion March 2014 - August 2014
Delhaize Group September 2012 - February 2014
ByAllAccounts January 2011 - August 2012
Delhaize Belgium June 2010 - August 2010
Education
Bentley University 2008 — 2012
Bachelor of Science
The University of Manchester 2010 — 2010
Bacholer of Science
Boston Private Financial Holdings September 2015 - Present
Deloitte September 2014 - September 2015
Deloitte & Touche June 2013 - August 2013
ByAllAccounts March 2012 - April 2013
CohnReznick LLP June 2012 - August 2012
Bentley University June 2010 - July 2011
Carter's OshKosh B'gosh July 2010 - January 2011
Money At Work 2006 - 2011
Bentley University September 2010 - September 2010
Morris County Nutrition Department July 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Leadership, Time Management, Management, Outlook, Social Media, Financial Analysis, Analysis, Social Networking, Research, Accounting, Accounts Payable, Public Speaking, Customer Service, Finance, Teamwork, Auditing, Marketing
Education
Bentley University 2013 — 2014
Master's in Accountancy, Graduate Certificate in Financial Planning
Bentley University 2010 — 2013
Corporate Finance and Accounting
Lorenzo de' Medici Institute
Study Abroad Program
Constant Contact July 2015 - Present
Constant Contact September 2014 - July 2015
Dunkin' Brands June 2014 - August 2014
Harte Hanks March 2014 - May 2014
Center for Marketing Technology of Bentley University September 2013 - May 2014
ByAllAccounts May 2013 - August 2013
Global Education & Technology Co. July 2011 - August 2011
Hyfair International Inc July 2009 - August 2009
Skills
SPSS, Microsoft Excel, Data Analysis, JMP, Oracle SQL Developer, Marketing Research, Social Media Marketing, Public Relations, PowerPoint, Marketing, Event Management, Multivariate Data..., Regression Analysis, Web Analytics, Inbound Lead Generation, Search Engine..., Statistical Modeling, Marketing Strategy, Event Planning, Microsoft Suites, Google Analytics, Salesforce.com, Lead Generation, SEO, Database Marketing, Marketing Management, Analysis
Education
Bentley University 2012 — 2014
Master of Science (MS), Marketing Analytics, 3.87
Bentley University 2012 — 2014
Graduate Certificate, Business Analytics, 3.87
Southwest University for Nationalities 2008 — 2012
Bachelor of Arts (BA), English Language and Literature, General, 3.6
Morningstar June 2015 - Present
RoboTech Center June 2014 - August 2014
ByAllAccounts May 2013 - August 2013
RoboTech Center July 2012 - August 2012
ByAllAccounts May 2012 - July 2012
Skills
Programming, C++, Java, HTML, JavaScript, C#, Windows, CSS, Testing, Mobile Applications, Visual Studio
Education
Rochester Institute of Technology 2011 — 2016
iKnowtion February 2015 - Present
iKnowtion August 2011 - February 2015
ByAllAccounts February 2011 - August 2011
T3Advisors February 2011 - June 2011
GreatPaths May 2010 - August 2010
My Little Pakora, LLC May 2010 - August 2010
Bank of China January 2009 - March 2009
Student Experimental Advertising Company September 2007 - June 2008
Paris L'Oreal October 2007 - October 2007
Skills
Analytics, Big Data Analytics, Data Analysis, Statistical Modeling, Segmentation, SAS, Salesforce.com, Marketing, Microsoft Office, SPSS, Microsoft Excel, Predictive Modeling, Excel, Marketing Research, Market Research, Market Analysis, CRM, Google Analytics, Leadership, Online Marketing, Marketing Strategy, Social Media
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2009 — 2010
Master, Marketing Analytics
Southwestern University of Finance and Economics 2005 — 2009
BS, Management Information System
Chengdu Foreign Language School 1999 — 2005
Bridge Marketing - Boston January 2012 - Present
ByAllAccounts June 2010 - September 2012
EnterpriseDB April 2009 - June 2010
Virtual Solutions January 2008 - April 2009
Board USA January 2007 - January 2008
QAS December 2005 - January 2007
Maxwell Marketing January 2005 - December 2005
Shareholder.com January 2001 - June 2001
Bose Corporation March 2000 - May 2000
Skills
Lead Generation, Marketing Strategy, Content Creation, Salesforce.com, Eloqua, Marketo, Social Media Marketing, Brand Development, Blogging, Event Planning, Market Planning, Marketing Communications, Email Marketing, Marketing Automation, Demand Generation, Digital Marketing, Online Marketing, Direct Marketing, CRM, Online Advertising, Strategic Partnerships, Trade Shows, Direct Sales, Marketing Management, Start-ups, Competitive Analysis, Market Research, Content Strategy, Strategy, Business Development, E-commerce, Account Management, B2B Marketing, Management, Marketing, Web Analytics, Analytics, Integrated Marketing, SEM, Multi-channel Marketing, Google Analytics, B2B, Event Management, Sales Process, Digital Strategy
Education
Northeastern University - Graduate School of Business Administration 2010 — 2012
Master of Business Administration (MBA), Marketing
Suffolk University Law School 2004 — 2005
Northeastern University 2000 — 2004
BA, Marketing
westborough high school 2000 — 2004
RStudio, Inc. January 2015 - Present
Knowledgent January 2014 - July 2014
Tibco Spotfire October 2011 - January 2014
ByAllAccounts January 2011 - September 2011
John Hancock Funds LLC March 2008 - December 2010
Guardian Investor Services March 2007 - March 2008
Skills
Spotfire, Enterprise Software, Business Intelligence, Data Analysis, Data Visualization, Big Data, Solution Selling, Sales, Negotiation, Consultative Selling, Mutual Funds, Salesforce.com, Sequoia Selling System, Sandler Sales, TimeTrade, Selling, SaaS, Business Development, Analytics, Competitive Analysis, Sales Process, Strategy, Management, CRM, Leadership, Go-to-market Strategy, Business Strategy, Marketing Strategy, Value Based Selling, Program Management, Cold Calling, Strategic Planning, Direct Marketing, Strategic Partnerships, Training, Financial Services, Lead Generation, Sales Operations, Direct Sales, Cloud Computing, Account Management, Professional Services, Consulting, Software Industry
Education
Boston University 2008 — 2010
B.S., Managerial Studies
Hull High School
University of Massachusetts, Amherst
Morningstar April 2014 - Present
ByAllAccounts April 2005 - Present
John Hancock Financial Services October 2000 - May 2001
Evergreen Investments February 2000 - September 2000
Skills
Software Development, Agile Methodologies, XML, SQL, Java, Software Engineering, SaaS, SDLC, Enterprise Software, Web Services, JavaScript, C#, Requirements Analysis, Software Project..., Debugging, C++, XSLT, Android Development, Android SDK
Education
University of Massachusetts Lowell 2003 — 2005
MS, Computer Engineering
Bangalore Institute of Technology 1993 — 1997
BE, Electrical and Electronics
Paradigm Precision July 2013 - July 2015
S2 Security Corporation January 2007 - February 2014
Symmetricom October 2009 - December 2013
ByAllAccounts March 2012 - June 2012
Cambridge Interactive Development Corp (CIDC) June 2008 - July 2008
LogMeIn Corp. April 2008 - June 2008
Courion Corp. April 2007 - March 2008
Dimensional Insight November 2006 - April 2007
NMS Communications 2000 - 2006
Woodard & Curran Corp. 2004 - 2005
Skills
Technical Recruiting, Recruiting, Sourcing, Applicant Tracking..., Human Resources, Interviews, Temporary Placement, Screening, Management, Talent Acquisition, Networking, Temporary Staffing, Executive Search, Talent Management, Project Management, College Recruiting, Contract Recruitment, Hiring, Employee Relations, Enterprise Software, Internet Recruiting, Start-ups, Screening Resumes, New Hire Orientations, Permanent Placement, Onboarding, HRIS, Personnel Management, IT Recruitment, Lead Generation, Staffing Services, Leadership, Recruitment Advertising, Deferred Compensation, Taleo, Benefits Negotiation, Search, Workforce Planning, Marketing, Testing, Resume Writing, CRM, Sales, Cold Calling, Strategic Sourcing, Performance Management, Employer Branding, Succession Planning, Employee Engagement, HR Consulting
Education
Lycoming College
BA, Sociology
Morningstar January 2015 - Present
ByAllAccounts October 2012 - Present
ByAllAccounts August 2011 - October 2012
NEPC January 2011 - August 2011
NEPC April 2010 - December 2010
State Street December 2007 - April 2010
Richard C. Young & Co., Ltd. January 2007 - August 2007
Goat Island Marina May 2000 - October 2006
Skills
Investments, SaaS, Software Implementation, Computer Software..., User Documentation, Relationship Management, Customer Support, Technical Support, Account Reconciliation, Technical Sales..., Pre/Post Sales Engineers
Education
University of Rhode Island - College of Business Administration 2003 — 2007
Bachelor of Science (B.S.), Finance
Middletown High School 1999 — 2003
Harvard University December 2013 - June 2015
Harvard University - Faculty of Arts and Sciences April 2013 - November 2013
Event Management Systems by Dean Evans & Associates, Inc. July 2012 - February 2013
ByAllAccounts February 2011 - July 2012
Liberty Mutual July 2007 - February 2011
Harvard University May 2006 - May 2007
Schwab Performance Technologies August 2000 - November 2003
Schwab Performance Technologies February 1999 - August 2000
Schwab Performance Technologies June 1997 - February 1999
Skills
End User Training, Business Analysis, Requirements Gathering, SDLC, Data Analysis, Vendor Management, Process Improvement, Requirements Analysis, SQL, Visio, Salesforce.com, Project Management, Business Requirements, User Acceptance Testing, Software Documentation, SharePoint, Integration, SaaS, Business Process, Agile Methodologies, Enterprise Software, CRM, Analysis, Testing, Strategy, Leadership, Training, Technical Support, Management, Software Implementation, Information Technology, Risk Management, Software Project..., Databases
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2005 — 2007
MS+MBA, Information Systems management
Wake Forest University 1992 — 1996
BS, Business
Meradia Group October 2006 - Present
Independent Startup Advisory Work September 2000 - Present
ByAllAccounts September 2004 - September 2006
Stax, Inc. April 2002 - June 2004
BrainTrust February 2001 - May 2001
WorldInsure December 2000 - February 2001
Cambridge Associates June 1997 - July 2000
CNN June 1996 - August 1996
Congressman Peter Hoekstra June 1995 - August 1995
Skills
Strategy, Start-ups, Program Management, Analytics, CRM, Management, Analysis, Entrepreneurship, Strategic Planning, Leadership, Due Diligence, Risk Management, Management Consulting, Salesforce.com, Business Intelligence, Process Improvement, Business Analysis, Product Development, New Business Development, Project Planning, Business Strategy, Mergers & Acquisitions, Investments, PMO, Cross-functional Team..., Performance Measurement, Social Networking, Training, Communications Audits, Vendor Management, Business Process..., Enterprise Software, Venture Capital, Performance Improvement, SharePoint, Financial Risk, Requirements Analysis, Business Process..., Cognos, Data Warehouse..., Capital Raising, Operational Streamlining, Software Process..., Advent, Atlassian JIRA, Legacy System Conversion, Social Technologies, Microsoft Solutions, Bi-SAM, Enso Financial
Education
Amherst College 1993 — 1997
B.A., Economics & Political Science
University of Cambridge 1995 — 1995
Economics, Political Science
East Grand Rapids High School 1989 — 1993
EMC April 2015 - Present
EMC June 2014 - March 2015
ByAllAccounts February 2013 - March 2014
Amazon and Barnes & Noble August 2011 - January 2014
Skills
Marketing, Teamwork, Microsoft Excel, Microsoft Office, Public Speaking, Business Development, Microsoft Word, Customer Service, Salesforce.com, Outlook, Leadership, Research, Marketing Strategy, IT Infrastructure..., Virtualization, EMC Storage, Deduplication, Disaster Recovery, Backup Solutions
Education
Bentley University 2010 — 2014
Bachelor's Degree, Marketing; Finance
Lincoln-Sudbury Regional High School 2006 — 2010
High School
Optiv Inc September 2015 - Present
Netsertive July 2014 - September 2015
Promoboxx December 2013 - May 2014
Cayan LLC December 2011 - November 2013
ByAllAccounts November 2010 - December 2011
Thomson Reuters April 2007 - October 2010
Skills
Financial Reporting, New Business Development, Solution Selling, Account Management, SaaS, Salesforce.com, Business Development, Team Building, Sales Process, Lead Generation, Direct Sales, Strategic Partnerships, Channel Sales, Enterprise Software, CRM
Education
Providence College 2000 — 2004
BS, Business Management
Thomson Reuters May 2014 - Present
Stratford Capital Group January 2014 - May 2014
Learning InSync May 2013 - December 2013
Massachusetts 6th District Congressional Office May 2012 - September 2012
ByAllAccounts May 2011 - September 2011
Skills
Stata, Data Analysis, SPSS, SAS, Bloomberg, Microsoft Excel, Analysis, Market Research, PowerPoint, Microsoft Office, Financial Analysis, Python, SQL, Microsoft Word, Java, Analytics, Teamwork, Corporate Finance, HTML, Economics
Education
Boston University 2014 — 2014
Certificate, Paralegal Studies
Xavier University 2010 — 2013
Bachelor's Degree, Political Science and Government, GPA: 3.5 (out of 4.0)
Wakefield Memorial High School 2006 — 2010
High School, General Studies, GPA: 3.2 (out of 4.0)
Rave Mobile Safety June 2015 - Present
Morningstar April 2015 - Present
Morningstar April 2014 - Present
ByAllAccounts November 2012 - April 2014
ByAllAccounts October 2011 - November 2012
Bentley University September 2008 - May 2012
212 Marketing Solutions May 2010 - September 2010
Blue Cross Blue Shields of Rhode Island May 2009 - September 2009
Feinstein High School April 2008 - June 2008
Atrion Networking Corporation January 2008 - May 2008
Skills
Public Speaking, Audio Conferencing, Visual Basic, Outlook, PowerPoint, Word, Excel, Customer Relations, Peachtree, Spanish, XP, Salesforce.com, Access, Microsoft Office, Customer Service, Facebook, Problem Solving, Lotus Notes, YouTube, Negotiation, Windows, Microsoft Excel, Microsoft Word, Leadership, Financial Analysis, Business Development, Recruiting, Networking, Time Management, Sales Process, Morningstar, Morningstar Direct
Education
Bentley University 2008 — 2012
Marketing, Sales
KC Cottage Rentals June 2012 - Present
Shaklee Corporation June 2010 - Present
Lighthouse School 2004 - 2011
Final Sound 2003 - 2004
ByAllAccounts January 2000 - January 2002
LERNOUT & HAUSPIE SPEECH PRODUCTS, INC January 1997 - January 2000
CAM'S January 1993 - January 1997
MITRE Corporation 1978 - 1980
Skills
Recruiting, Human Resources, Business Development, Sales Management, Training, Organizational..., Leadership, Leadership Development, Employee Benefits, Customer Service, Benefits Administration, Coaching, Employee Relations
Education
Northeastern University 1975 — 1977
Certificate, Human Resources Management
Northern Essex Community College 1975 — 1977
Associates Degree, Arts & Sciences
Kuotus 2012 - February 2013
Moreover Technologies December 2009 - 2012
ByAllAccounts January 2006 - January 2009
Safeonline 2004 - 2004
Skills
Java, XML, Subversion, Git, Scala, Spring, MongoDB, Software Development, Django, Python, Scalability, MySQL
Education
University of Massachusetts, Amherst 2001 — 2005
Bachelors Of Science, Computer Science
BigBelly Solar February 2014 - Present
Maynard Farm Consulting March 2013 - Present
ByAllAccounts January 2010 - March 2013
Lovelane Therapeutic Horseback Riding January 2006 - December 2012
Birst (Formally Success Metrics Inc) 2006 - 2009
SpeechWorks (Now Nuance) 1999 - 2004
Xerox, Computervion,Cognos, Pansophic 1980 - 2004
Skills
Team Building, Start-ups, Entrepreneur, SaaS, Budgeting, Non-profits, Small Business, Marketing Strategy, Sales Management, Channel, Business Strategy, Strategic Business, Integration, Mobile, Portfolio Management, Contract Negotiation, Enterprise Software, Executive Management, Security, Salesforce.com, Consultative Selling, New Business Development, Solution Selling, Entrepreneurship, Budgets, Sales Process, Management, Marketing, Strategic Planning, Team Leadership, Strategy, Competitive Analysis, Selling, Analytics, Direct Sales, Investments, Cloud Computing, Mobile Devices, Sales, Account Management, Product Development, Product Management, Strategic Partnerships, Leadership, Mergers & Acquisitions, CRM, Business Development, Business Intelligence, Wealth Management, Go-to-market Strategy
Education
Boston College
BS
Boston College High School
HS Diploma
Advisor Perspectives 2007 - Present
ByAllAccounts 2003 - 2006
Advent 1990 - 2002
Hub Data 1990 - 2002
Thomson 1982 - 1990
Thomson Financial 1982 - 1989
TMI 1975 - 1980
Skills
Investments, Investment Strategies, Asset Allocation, ETFs, Portfolio Management, Asset Management, Financial Services, Strategic Financial..., Financial Advisory, Mutual Funds, Entrepreneurship, Wealth Management, Alternative Investments, Retirement, Marketing, Marketing Strategy, Email Marketing, Wealth Management..., Leadership, Series 7, Strategic Planning, Fixed Annuities, Investment Advisory, Business Development, Thought Leadership, Strategy, Series 63, Financial Planners, Financial Planning
Education
Connecticut College
BA
Harvard Business School
MBA
Agencyport Software April 2014 - Present
ByAllAccounts October 2012 - April 2014
Eagle Investment Systems May 2012 - August 2012
Skills
Microsoft Office, Microsoft Office..., Research, Triage, Leadership, Microsoft Excel, Data Analysis, Time Management, Statistics, Access, PowerPoint, Teamwork, Accounting, XML, Analysis, Finance, Customer Service
Education
University of Massachusetts Dartmouth 2008 — 2012
Finance, Finance
University of Sydney
CuriousBee May 2014 - Present
Cummins Inc. January 2014 - May 2014
Cummins Inc. April 2013 - January 2014
Cummins Inc June 2011 - April 2013
Ximedica February 2011 - May 2011
Cummins, Inc June 2010 - August 2010
Brown University June 2009 - August 2009
Winnetu Oceanside Resort in Katama July 2007 - August 2007
ByAllAccounts June 2006 - August 2006
Skills
CAD, Business, Engineering, Product Development, Project Management, Business Strategy, Strategic Planning, Microsoft Office, Research, Market Research, PowerPoint, Microsoft Excel, Pro Engineer, Finite Element Analysis, Design for Manufacturing, Mechanical Engineering, Data Analysis, PTC Creo
Education
Brown University 2010 — 2011
Masters of Science, Innovation, Management and Entrepreneurship Engineering
Brown University 2006 — 2010
Bachelors of Science, Mechanical Engineering
PriceMetrix Inc December 2012 - February 2015
ByAllAccounts November 2010 - November 2012
Boston Beer Company June 2008 - June 2011
Orchard Brands Holding Company August 2009 - November 2010
GE Aviation May 2007 - January 2008
Skills
Financial Analysis, Management, Accounting, Analysis, Finance, Business Planning, Microsoft Excel, Investments, Data Analysis, Portfolio Management, Financial Modeling
Education
Northeastern University 2004 — 2009
Bachelor of Science (BS), Business Administration, Dual Major: Finance and Insurance, Management
CFA Institute
Northeast Retirement Services 2011 - Present
Global Trust Company 2011 - Present
Vantage Deluxe World Travel 2010 - 2011
Fidelity Investments - Institutional Products Group 2008 - 2009
Pyramis Global Advisors (a Fidelity Investments Company) 2007 - 2008
Invoke Solutions 2005 - 2007
Various 2003 - 2007
ByAllAccounts 2001 - 2004
Online Brokerage Solutions, Inc. 2000 - 2001
Gomez, Inc. 1999 - 1999
Skills
Strategy, Financial Services, Financial Analysis, Financial Reporting, Start-ups, Venture Capital, Strategic Financial..., Business Development, P&L Responsibility, Mergers, Corporate Development, Operations Management, Pricing, Financial Modeling, Investments, Corporate Finance, Finance, Strategic Planning, Global Client Management, Product Development, Entrepreneurship, Mergers & Acquisitions, Leadership, Business Strategy, Forecasting, Accounting, Executive Management, Analysis, Product Management, Management, Outsourcing, Budgets, Portfolio Management, Restructuring, Business Process, Equities, Securities, Hedge Funds, Financial Planning, Mutual Funds, Alternative Investments, P&L Management
Education
University of Rochester - Simon Business School 1991 — 1993
MBA
University of Rochester 1988 — 1992
BA
DataGravity 2014 - Present
AvePoint 2013 - 2014
HiSoftware 2010 - 2013
Sense/Net LLC 2009 - 2010
Ektron, Inc. 2007 - 2009
ByAllAccounts 1999 - 2006
Avid Technology 1997 - 1999
Aimtech Corporation 1994 - 1997
Skills
SaaS, Enterprise Software, Salesforce.com, Channel, New Business Development, Contract Negotiation, Partner Management, Solution Selling, Strategic Partnerships, Lead Generation, Product Management, Start-ups, Direct Sales, Account Management, Business Intelligence, SharePoint, Channel Sales, Sales, Business Development, Professional Services, Customer Management, Product Marketing, Sales Process
Education
University of New Hampshire
Bachelor of Science, Electrical and Computer Engineering
Glastonbury High School
Litman Gregory January 2015 - Present
Litman Gregory Asset Management April 2013 - January 2015
Litman Gregory Asset Management January 2012 - March 2013
HPS Capital Advisors, Inc. August 2008 - September 2011
ByAllAccounts June 2010 - September 2010
Dutchess Capital Management December 2008 - October 2009
Adviser Investments July 2008 - November 2008
Bear Stearns July 2002 - February 2008
Skills
Alternative Investments, Investments, Asset Allocation, Wealth Management, Portfolio Management, Hedge Funds, Investment Advisory, Negotiation, Corporate Finance, Phone Skills
Education
Tufts University 1995 — 1999
BA, Psychology, Classics
Torrington High School 1991 — 1995
Hewlett-Packard June 2015 - Present
Zerto January 2014 - June 2015
ByAllAccounts June 2012 - December 2013
Avnet, Inc - Technology Infrastructure Solutions July 2010 - July 2012
US East Technologies March 2009 - June 2010
ConverterTechnology January 2008 - November 2008
Network Engines (NEI) February 2005 - October 2007
RentGrow June 2003 - February 2005
Oracle Corporation January 2000 - June 2003
Elron Software (Bought by Zix Corp) March 1998 - December 1999
Skills
SaaS, Enterprise Software, CRM, Sales, Professional Services, Sales Operations, New Business Development, Cloud Computing, Solution Selling, Salesforce.com, Key Account Management, Marketing Strategy, Leadership, Sales Process, Sales Enablement, Management, Account Management, Channel, Direct Sales, Customer Retention, Forecasting, Strategic Partnerships, Networking, Selling, Competitive Analysis, Pricing, Contract Negotiation, Start-ups, Security, Integration, Channel Partners, Training, Business Planning, Business Development, Marketing, Go-to-market Strategy
Education
Hartwick College 1991 — 1995
BA, English
Higham High School 1986 — 1989
Johnson & Johnson 2015 - Present
Boston Scientific 2014 - Present
Boston Scientific 2011 - 2014
ByAllAccounts 2010 - 2011
Boston Scientific 2009 - 2010
Skills
Finance, Microsoft Excel, Microsoft Office, Financial Analysis, Accounting, Process Improvement, PowerPoint, Management, Microsoft Word, Analysis, Financial Reporting, Customer Service, Corporate Finance, Financial Modeling, Strategic Financial..., Hyperion Enterprise, Forecasting
Education
Boston College - Carroll School of Management 2012 — 2016
Master of Business Administration (MBA)
Suffolk University - Sawyer Business School
BSBA, Finance
Eze Software Group June 2014 - Present
ByAllAccounts October 2011 - November 2013
JPMorgan Chase June 2010 - September 2011
Touchstone Consulting Group May 2009 - January 2010
Morgan Stanley May 2008 - September 2008
Nashawtuc Charities December 2006 - May 2007
Skills
Client Retention, Superior Client Service, Business Development, Product Development, Client Prospecting, Events Coordination, Investment Management, Fundraising, Portfolio Management, Consumer Lending, Commercial Lending, Client Development, Cross Selling, Market Research, CRM, Investments
Education
University of Delaware - Lerner College of Business and Economics 2006 — 2010
BS, Finance
Holliston High School
SunGard Global Services August 2010 - Present
ByAllAccounts 2010 - 2010
Vestmark 2007 - 2009
Advent Software 2000 - 2007
Barclays Global Investors 1996 - 2000
Investors Bank & Trust 1993 - 1995
Boston Safe Deposit & Trust Company 1991 - 1993
Skills
Requirements Analysis, Trading, Enterprise Software, Troubleshooting, Wealth Management, Financial Services, Back Office, Business Analysis, Financial Risk, Management, Integration, Fixed Income, XML, Process Improvement, SDLC, Cross-functional Team..., Equities, Project Management, Security, SWIFT payments, Account Reconciliation, Product Management, Trading Systems, Corporate Actions, Portfolio Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2006 — 2007
MBA, Finance
Bentley University
Bachelor of Science, Finance
Rose Real Estate August 2015 - Present
Fidelity Investments January 2015 - Present
TraceLink February 2014 - October 2014
ByAllAccounts October 2012 - December 2013
Visible Technologies September 2011 - June 2012
Vestmark May 2010 - August 2011
Eagle Investment Systems February 2008 - May 2010
Fidelity Investments August 2003 - February 2008
Fidelity Investments May 2007 - January 2008
Fidelity Investments May 2006 - May 2007
Skills
Team Leadership, Microsoft Office, Customer Relations, Change Management, Problem Solving, Team Building, Account Management, Customer Service, Analysis, Production Support, Software Implementation, Financial Software..., Key Account Management, Customer Retention, Requirements Gathering, Performance Improvement, Project Management, Training, Start-ups, Integration, CRM, Portfolio Management, Management, Process Improvement, Business Analysis, SaaS, Business Development, Enterprise Software, Financial Services, Project Planning, Consulting
Education
Suffolk University - Sawyer School of Management 2004 — 2007
Masters, MBA
Salem State University
Bachelors, Accounting/Economics
Clark University
Certificate, Windows Networking
Pope John XXIII Central High School
High School Diploma, College Prep
SmartBear Software April 2015 - Present
SmartBear Software March 2014 - April 2015
SmartBear Software September 2012 - March 2014
ByAllAccounts February 2011 - September 2012
adverTunes LLC December 2009 - June 2011
Pearson Education June 2010 - February 2011
Allen Roche Group September 2009 - December 2009
DRH Enterprises June 2009 - September 2009
National Hirschfeld January 2008 - January 2008
Velocity Sports & Entertainment January 2007 - January 2007
Skills
Email Marketing, Lead Generation, Social Media Marketing, Google Analytics, Salesforce.com, Digital Marketing, SEO, Marketing Automation, Marketing, Content Strategy, Copywriting, Inbound Marketing, Blogging, CRM, Social Media, Online Advertising, Demand Generation, Marketo, Advertising, Content Marketing, SEM, Content Creation, Facebook, B2B Marketing, Web Analytics, Online Marketing, SaaS, Marketing Strategy, Integrated Marketing, Marketing Communications, Multi-channel Marketing, Agile Marketing, Marketing Management, Sales Enablement, Project Management, Technology Marketing, Management
Education
Endicott College 2006 — 2010
Bachelors Science, Communication
Independent CPA/Consultant March 2012 - Present
The Princeton Review May 2013 - December 2014
The Hinckley Company April 2004 - February 2012
FairMarket (NASDAQ: FAIM) 2000 - 2003
ByAllAccounts 2000 - 2000
toysmart.com 1999 - 2000
Boston Gas Company 1997 - 1999
Barry Controls November 1995 - February 1997
Corning Incorporated September 1992 - October 1995
Serono, Inc. April 1990 - September 1992
Skills
Financial Reporting, SEC filings, Revenue Recognition, Accounting, Due Diligence, Mergers, Start-ups, Sarbanes-Oxley Act, Financial Analysis, Managerial Finance, Auditing, Internal Controls, CPA, IPO, GAAP, Restructuring, Financial Modeling, Sarbanes-Oxley, Risk Management, Human Resources, Mergers & Acquisitions, Corporate Governance, Private Equity, Executive Management, Acquisition Integration, Corporate Finance, Finance, Investor Relations, US GAAP, Business Strategy, Business Valuation, Cash Flow, Acquisitions, Cash Management, Consolidation
Education
Northeastern University 1983 — 1984
MS/MBA, Accounting/Management
Boston College 1975 — 1979
BS, General Management/Computers
Mozilla Corporation September 2011 - Present
Participatory Culture Foundation July 2007 - September 2011
ByAllAccounts January 2002 - August 2006
Tallan June 2000 - August 2001
Skills
JavaScript, HTML, Python, Django, elasticsearch, nose, jinja2, CSS, Passive House, Open Source, Testing, Software Documentation, Web Applications, Programming, Software Development, Software Engineering
Education
Northeastern University 2005 — 2007
Masters, Computer Science
Boston College 1994 — 1998
BA, Computer Science
InboundWriter December 2008 - Present
Castile Ventures April 2008 - Present
ByAllAccounts 2010 - April 2014
HealthGuru 2009 - December 2013
Rho Ventures April 2000 - April 2008
IntraLinks 2001 - 2008
Everdream 2005 - 2007
Alliance Consulting Group 1999 - 2000
Andersen Consulting (Accenture) 1992 - 1997
Skills
Venture Capital, Start-ups, Business Development, M&A experience, Entrepreneurship, Strategy, Private Equity, Investments, SaaS, Corporate Development, New Business Development, Acquisition Integration, Mergers, Licensing, Restructuring, Strategic Partnerships, Due Diligence, Financial Modeling, Go-to-market Strategy, IPO, Executive Management, Competitive Analysis, Mergers & Acquisitions, Analytics, Venture Financing
Education
Cornell University 1997 — 1999
MBA, Strategy and Finance
Cornell University - S.C. Johnson Graduate School of Management 1997 — 1999
MBA, Strategy and Finance
Hamilton College 1988 — 1992
1992, Economics and French
Fidelity Investments February 2004 - Present
ByAllAccounts 2002 - 2004
Enmed, Inc. September 1999 - December 2001
Education
Boston University
Master of Science, Computer Science, Operating Systems, Networking
Boston University
Certificate, Project Management
Marian Court College
Certificate, Paralegal
North Shore Community College
Certificate, Graphic Design
Salem State University
Bachelor of Science, Major: Education; Minor: Art
Globoforce December 2014 - Present
My Virtual COO February 2013 - September 2014
ByAllAccounts April 2011 - October 2012
LPL Financial July 2007 - April 2011
John Hancock Funds February 2005 - June 2007
John Hancock Funds October 2002 - February 2005
Skills
Relationship Management, Investment Advisory, New Business Development, Financial Advisory, Sales, Management Consulting, Solution Selling, SaaS, Data Aggregation, CRM, Document Management, Software integration
Education
Drake University 1998 — 2002
B.S. in Business Administration, Actuarial Science/Finance
ByAllAccounts July 2008 - Present
Skills
SaaS, CRM, Enterprise Software, Salesforce.com, Agile Methodologies, Lead Generation, Software Industry, Cloud Computing, Strategy, Business Development
Education
Providence College 1997 — 2001
Lake Street Advisors, LLC August 2012 - Present
Kappa Properties, LLC December 2010 - Present
Ocean Lawn Enterprises August 2010 - August 2012
ByAllAccounts February 2010 - August 2010
NUA Advisors LLC June 2008 - February 2010
The Boston Society January 2009 - May 2009
Acronis July 2007 - January 2009
Skills
Bloomberg Terminal, Investment Strategies, Equity Research, Bloomberg, Portfolio Management, Excel, Microsoft Office, Salesforce.com, Investments, Mutual Funds, Analysis, Asset Allocation, Strategy, Equities, Finance, Trading, Financial Markets, Financial Analysis, Microsoft Excel, Financial Modeling, Alternative Investments, Financial Advisory, Hedge Funds
Education
Suffolk University - Sawyer School of Management 2007 — 2009
BSBA, Finance
Proctor Academy 2003 — 2005
ByAllAccounts, a Morningstar company April 2015 - Present
ByAllAccounts January 2001 - March 2015
QuickBuy 1998 - 2000
Skills
XML, SQL, HTML, Java, Software Development, HTTP, Enterprise Software, Tomcat, Software Engineering, Cloud Computing, SDLC, JavaScript, Oracle
Education
Tufts University 1994 — 1998
BS, Math & Philosophy
Talbots February 2003 - Present
ByAllAccounts May 2006 - April 2008
Education
Rivier College 2004 — 2008
ByAllAccounts January 2011 - Present
By All Accounts August 2008 - Present
ByAllAccounts 2008 - Present
Cisco Systems, Inc. 1999 - 2008
Natural Microsystems, Inc. 1998 - 1999
Skills
Java, Agile Methodologies, Microsoft Office, XML, Software Engineering, Software Development, JavaScript, Cloud Computing, Linux, C++
Education
Merrimack College 1981 — 1986
BSEE, Electrical Engineer
Quantia, Inc. March 2013 - Present
ByAllAccounts January 2002 - October 2012
OneCore Financial Network, Inc 1999 - 2001
R.M. Bradley 1994 - 1998
Allied Advertising Agency 1992 - 1994
MedChem Products, Inc, 1989 - 1992
Winn Management Company 1984 - 1989
Skills
Financial Reporting, Outlook, Start-ups, Employee Benefits, Microsoft Office, Vendor Management, Business Development, Notary Public, QuickBooks, Budgets, SaaS, Payroll, Customer Service, Human Resources, Leadership, Sales, Project Management, Benefits Administration, Management
Education
Lasell College 1979 — 1981
Associate's Degree, Accounting
ByAllAccounts September 2013 - Present
ByAllAccounts April 2012 - September 2013
ByAllAccounts April 2010 - April 2012
ByAllAccounts November 2009 - April 2010
SoftTouch, LLC December 2005 - October 2009
Skills
SaaS, Salesforce.com, Microsoft SQL Server, Windows XP Pro, Windows 7, Windows Vista, SugarCRM, Technical Support, Customer Service, Technical Documentation, CRM, Solution Selling, SQL, Enterprise Software, XML, Financial Services, JavaScript
Education
Central Connecticut State University 1998 — 2002
BS, Computer Science, Physics
Copyright Clearance Center November 2011 - Present
ByAllAccounts August 2009 - November 2011
Soapstone Networks May 2008 - April 2009
UMass Lowell September 2005 - May 2008
Skills
Java, Groovy, Ruby, MySQL, SQL, SaaS, Networking, Agile Methodologies, JavaScript
Education
University of Massachusetts Lowell
Master of Science (MS), Computer Science
University of Massachusetts Lowell 2004 — 2008
Bachelor of Science (BS), Computer Science
ByAllAccounts June 2014 - Present
Turbine October 2013 - February 2014
Creat Studios January 2013 - October 2013
Turbine February 2012 - October 2012
CLD Consulting Engineers, Inc. December 2010 - January 2011
McLane Foodservice Distribution May 2010 - August 2010
McLane Foodservice Distribution May 2009 - August 2009
Skills
C++, Python, Microsoft Office, C, C#
Education
Rensselaer Polytechnic Institute 2007 — 2011
Computer Science/ Game Simulation Arts and Sciences Dual, Computer Science, Game Design
The Derryfield School 2004 — 2007
High School
Triton Regional School District July 2014 - Present
MicroData June 2011 - June 2014
ByAllAccounts November 2009 - June 2011
Experian QAS April 2008 - November 2009
Experian QAS February 2007 - April 2008
Asys Technology Group August 2004 - January 2007
Skills
Active Directory, Disaster Recovery, Windows Server, Virtualization, VMware, Servers, Integration, Troubleshooting, Microsoft SQL Server, Software Documentation, VPN, Databases, Technical Support
Education
Bryant University 1999 — 2003
Bachelor of Science, Business Administration; Computer Information Systems
ByAllAccounts October 2010 - Present
ByAllAccounts 2010 - 2011
Genstruct May 2010 - July 2010
IBM October 2006 - March 2010
MRO, Inc 2003 - 2006
Iperia 2001 - 2002
SinglePoint Financial 2000 - 2001
Skills
Web Services, Java, Matlab, XML, Tomcat, C++, SQL, Software Development, Agile Methodologies, Software Engineering, Java Enterprise Edition, Eclipse, JavaScript, SDLC, SaaS, Integration
Education
University of Massachusetts Lowell 1990 — 1992
Masters, Computer Engineering
Staff Member 2015 - Present
United States District Court Judge Sorokin May 2015 - July 2015
Koufman & Frederick, LLP June 2014 - August 2014
Self-Employed September 2012 - June 2014
The Landmark School August 2010 - June 2014
ByAllAccounts May 2009 - August 2009
Skills
Tutoring, Lesson Planning, Special Education, Curriculum Development, Literacy, Curriculum Design, Teaching, Research, Spanish, Event Planning, Microsoft Office, Public Speaking, Legal Writing, Community Outreach
Education
Northeastern University 2014 — 2017
Juris Doctor (J.D.)
Simmons College 2010 — 2014
M.S. Ed., Special Education: Moderate Special Needs (5-12)
University of Massachusetts, Amherst 2006 — 2010
BA, Comparative-Literature, Philosophy, Spanish
Universidad de Oviedo 2008 — 2008
Spanish, Sociology
ByAllAccounts April 2012 - Present
ACI Worldwide 2007 - 2012
Accenture Services August 2005 - April 2007
CIBER, Inc. 2004 - 2005
CIBER, Inc. 1998 - 1999
Skills
SQL, Java Enterprise Edition, Agile Methodologies, Software Quality..., Python, Java, Software Development, Linux, Software Engineering, Unix, XML, Web Services, Tomcat, Eclipse, Object Oriented Design, JUnit, JSP
Education
University of Massachusetts Boston 1999 — 2002
Master's degree, Computer Science
ByAllAccounts
Skills
SaaS, Salesforce.com, JavaScript, XML, Enterprise Software, Java, SQL, Agile Methodologies, Software Development, Software Engineering
Education
University of Massachusetts Lowell 2005 — 2007
Bachelor of Science (B.S.), Information Tech
ByAllAccounts November 2007 - Present
Skills
Java, SQL, C#, C++, Software Development, Microsoft SQL Server, XML, Oracle, Web Services, JavaScript, HTML, Microsoft Office, Teamwork
Education
Massachusetts College of Liberal Arts 2003 — 2007
Bachelor of Science (B.S.), Computer Science