ClearMomentum Company
Industry: Software company
DescriptionFounded: 2005 Parent organization: Ipreo Holdings LLC
ClearMomentum List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at ClearMomentum. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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ClearMomentum Employees
Employee
Years
Job
Industry
Jason Saner Jason Saner's ClearMomentum Experience June 2010 - June 2011
Job VP Sales and Marketing at Abtex Corporation
Industry Machinery
Experience
Abtex Corporation June 2015 - Present
Abtex Corporation August 2014 - Present
Abtex Corporation June 2013 - Present
Trident Precision Manufacturing August 2012 - January 2013
Lakelands Concrete Products August 2011 - May 2012
ClearMomentum June 2010 - June 2011
Badger Technologies July 1997 - April 2010
Supplystream, Inc. June 2000 - June 2002
Skills
Operations Management, Strategic Planning, Change Management, Strategic Partnerships, Customer Satisfaction, Leadership Development, Organic Growth, Staff..., Income Statement, SaaS, Leadership, Manufacturing, Business Planning, Business Development, Business Strategy, New Business Development, Marketing Strategy, Product Development, Six Sigma, Project Planning, Mergers & Acquisitions, Product Management, Process Improvement, Solution Selling, Budgets, Purchasing, Contract Negotiation, Team Leadership, Venture Capital, Competitive Analysis, Executive Management, Team Building, Integration, Strategy, Forecasting, Pricing, Marketing, Direct Sales, Product Marketing, P&L Management, Sales Management, Cross-functional Team..., Lean Manufacturing, Sales, Program Management, Continuous Improvement, Supply Chain Management, Start-ups, Supply Chain, International Business
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2010 — 2012
Master of Business Administration (M.B.A.), Finance
Le Moyne College 1993 — 1997
Business, Finance
University of Westminster 1995 — 1996
European Economics
Abtex Corporation June 2015 - Present
Abtex Corporation August 2014 - Present
Abtex Corporation June 2013 - Present
Trident Precision Manufacturing August 2012 - January 2013
Lakelands Concrete Products August 2011 - May 2012
ClearMomentum June 2010 - June 2011
Badger Technologies July 1997 - April 2010
Supplystream, Inc. June 2000 - June 2002
Skills
Operations Management, Strategic Planning, Change Management, Strategic Partnerships, Customer Satisfaction, Leadership Development, Organic Growth, Staff..., Income Statement, SaaS, Leadership, Manufacturing, Business Planning, Business Development, Business Strategy, New Business Development, Marketing Strategy, Product Development, Six Sigma, Project Planning, Mergers & Acquisitions, Product Management, Process Improvement, Solution Selling, Budgets, Purchasing, Contract Negotiation, Team Leadership, Venture Capital, Competitive Analysis, Executive Management, Team Building, Integration, Strategy, Forecasting, Pricing, Marketing, Direct Sales, Product Marketing, P&L Management, Sales Management, Cross-functional Team..., Lean Manufacturing, Sales, Program Management, Continuous Improvement, Supply Chain Management, Start-ups, Supply Chain, International Business
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2010 — 2012
Master of Business Administration (M.B.A.), Finance
Le Moyne College 1993 — 1997
Business, Finance
University of Westminster 1995 — 1996
European Economics
Elizabeth Rhode Elizabeth Rhode's ClearMomentum Experience May 2010 - July 2010
Job Financial Analyst at Lockheed Martin
Industry Financial Services
Experience
Lockheed Martin December 2014 - Present
Cadaret Grant June 2013 - December 2014
Cadaret Grant May 2012 - April 2013
Le Moyne College August 2011 - May 2012
Corning Credit Union May 2011 - January 2012
Le Moyne College January 2011 - May 2011
ClearMomentum May 2010 - July 2010
Penn Yan Tennis Clinic July 2009 - August 2009
Esperanza Mansion May 2009 - August 2009
Lake Street Plaza Theatres July 2006 - August 2008
Skills
Access, Word, Excel, Prezi Presentation Tool, PowerPoint, Fundraising, Time Management, Microsoft Office, Public Speaking, Customer Service, Research, Teamwork
Education
Le Moyne College 2008 — 2012
BS, Finance and Applied Management Analysis
Ipag Business School 2010 — 2010
Business
Penn Yan AcademyAdvanced Regents 2004 — 2008
Diploma, Finance and French
Lockheed Martin December 2014 - Present
Cadaret Grant June 2013 - December 2014
Cadaret Grant May 2012 - April 2013
Le Moyne College August 2011 - May 2012
Corning Credit Union May 2011 - January 2012
Le Moyne College January 2011 - May 2011
ClearMomentum May 2010 - July 2010
Penn Yan Tennis Clinic July 2009 - August 2009
Esperanza Mansion May 2009 - August 2009
Lake Street Plaza Theatres July 2006 - August 2008
Skills
Access, Word, Excel, Prezi Presentation Tool, PowerPoint, Fundraising, Time Management, Microsoft Office, Public Speaking, Customer Service, Research, Teamwork
Education
Le Moyne College 2008 — 2012
BS, Finance and Applied Management Analysis
Ipag Business School 2010 — 2010
Business
Penn Yan AcademyAdvanced Regents 2004 — 2008
Diploma, Finance and French
Ken Kaisen Ken Kaisen's ClearMomentum Experience September 2009 - November 2010
Job VP, Enterprise Solutions at Entre Computer Services
Industry Information Technology and Services
Experience
Entre Computer Services November 2014 - Present
Finger Lakes Economic Development Council April 2012 - Present
Computer Aid, Inc. June 2013 - October 2014
Billmizer, LLC December 2012 - December 2013
Kendo Ventures, LLC October 2008 - March 2013
SalesCongo November 2011 - January 2013
Vertis Communications November 2010 - October 2011
ClearMomentum September 2009 - November 2010
Bivona Child Advocacy Center November 2008 - November 2010
Avaya June 2005 - September 2008
Skills
Leadership, SaaS, Outsourcing, Cloud Computing, Go-to-market Strategy, Enterprise Software, Executive Management, Business Intelligence, Professional Services, IT Strategy, Strategic Alliances, Solution Selling, Strategic Partnerships, Cross-functional Team..., Thought Leadership, Vendor Management, Salesforce.com, Business Alliances, CRM
Education
Rensselaer Polytechnic Institute 1975 — 1979
BSEE, Electrical Engineering
Rochester Institute of Technology
MSCS, Computer Science and Engineering ... all course work completed
Entre Computer Services November 2014 - Present
Finger Lakes Economic Development Council April 2012 - Present
Computer Aid, Inc. June 2013 - October 2014
Billmizer, LLC December 2012 - December 2013
Kendo Ventures, LLC October 2008 - March 2013
SalesCongo November 2011 - January 2013
Vertis Communications November 2010 - October 2011
ClearMomentum September 2009 - November 2010
Bivona Child Advocacy Center November 2008 - November 2010
Avaya June 2005 - September 2008
Skills
Leadership, SaaS, Outsourcing, Cloud Computing, Go-to-market Strategy, Enterprise Software, Executive Management, Business Intelligence, Professional Services, IT Strategy, Strategic Alliances, Solution Selling, Strategic Partnerships, Cross-functional Team..., Thought Leadership, Vendor Management, Salesforce.com, Business Alliances, CRM
Education
Rensselaer Polytechnic Institute 1975 — 1979
BSEE, Electrical Engineering
Rochester Institute of Technology
MSCS, Computer Science and Engineering ... all course work completed
Patti Fingar Patti Fingar's ClearMomentum Experience January 2010 - May 2011
Job Solutions Administrator at TopDown Consulting
Industry Information Technology and Services
Experience
TopDown Consulting July 2014 - Present
Tier1, Inc. December 2013 - June 2014
Bausch + Lomb June 2011 - November 2013
ClearMomentum January 2010 - May 2011
AP Professionals May 2009 - December 2009
TopDown Consulting July 2008 - May 2009
CooperVision December 2004 - July 2008
Global Crossing May 1999 - November 2004
Eckerd Corporation May 1997 - April 1999
KPMG October 1996 - May 1997
Skills
Hyperion Planning, Essbase, FDM, HFM, Data Management, Report Writing, Troubleshooting, Forecasting, ERP, Financial Reporting, Accounting, Process Improvement, Business Intelligence, EPM, Finance, Business Process, Integration, Consolidation, Variance Analysis, Hyperion Enterprise, Sarbanes-Oxley Act, PeopleSoft, Hyperion
Education
State University of New York College at Geneseo 1985 — 1989
BS, Accounting
TopDown Consulting July 2014 - Present
Tier1, Inc. December 2013 - June 2014
Bausch + Lomb June 2011 - November 2013
ClearMomentum January 2010 - May 2011
AP Professionals May 2009 - December 2009
TopDown Consulting July 2008 - May 2009
CooperVision December 2004 - July 2008
Global Crossing May 1999 - November 2004
Eckerd Corporation May 1997 - April 1999
KPMG October 1996 - May 1997
Skills
Hyperion Planning, Essbase, FDM, HFM, Data Management, Report Writing, Troubleshooting, Forecasting, ERP, Financial Reporting, Accounting, Process Improvement, Business Intelligence, EPM, Finance, Business Process, Integration, Consolidation, Variance Analysis, Hyperion Enterprise, Sarbanes-Oxley Act, PeopleSoft, Hyperion
Education
State University of New York College at Geneseo 1985 — 1989
BS, Accounting
Huancen(Harris) Liu's ClearMomentum Experience June 2012 - August 2012
Job Digital Marketer/Marketing Analytics
Industry Marketing and Advertising
Experience
Fly BLADE May 2015 - Present
Second Avenue Learning June 2013 - July 2013
Dixon Schwabl Advertising January 2013 - May 2013
ClearMomentum June 2012 - August 2012
Murex Global September 2011 - April 2012
HSBC June 2011 - August 2011
SHENZHEN LVJIA ENERGY, Ltd 2010 - 2011
SHENZHEN ZHONGCAI ENERGY MANAGEMENT SERVICE, LLC June 2009 - May 2010
Skills
Data Analysis, Photography, Teamwork, PowerPoint, Public Relations, Marketing, Microsoft Excel, Microsoft Office, Salesforce.com, Analysis, Marketing Strategy, Photoshop, HTML, Google Analytics, InDesign, SQL, Illustrator, Databases, Dreamweaver, Graphic Design, Sales Presentations, Digital Marketing, After Effects, R, SAS, Market Research, Advertising, Data Mining
Education
New York University 2014 — 2016
Master's degree, Integrated Marketing, 3.75
University of Rochester 2010 — 2014
Bachelor of Arts Degree, Dual majors in Business and Statistics, Minor in Studio Art, 3.68
SHENZHEN COLLEGE OF INTERNATIONAL EDUCATION 2008 — 2010
High School Diploma, ECONOMICS AND PHYSICS
Fly BLADE May 2015 - Present
Second Avenue Learning June 2013 - July 2013
Dixon Schwabl Advertising January 2013 - May 2013
ClearMomentum June 2012 - August 2012
Murex Global September 2011 - April 2012
HSBC June 2011 - August 2011
SHENZHEN LVJIA ENERGY, Ltd 2010 - 2011
SHENZHEN ZHONGCAI ENERGY MANAGEMENT SERVICE, LLC June 2009 - May 2010
Skills
Data Analysis, Photography, Teamwork, PowerPoint, Public Relations, Marketing, Microsoft Excel, Microsoft Office, Salesforce.com, Analysis, Marketing Strategy, Photoshop, HTML, Google Analytics, InDesign, SQL, Illustrator, Databases, Dreamweaver, Graphic Design, Sales Presentations, Digital Marketing, After Effects, R, SAS, Market Research, Advertising, Data Mining
Education
New York University 2014 — 2016
Master's degree, Integrated Marketing, 3.75
University of Rochester 2010 — 2014
Bachelor of Arts Degree, Dual majors in Business and Statistics, Minor in Studio Art, 3.68
SHENZHEN COLLEGE OF INTERNATIONAL EDUCATION 2008 — 2010
High School Diploma, ECONOMICS AND PHYSICS
Melissa Duerr, CPA Melissa Duerr, CPA's ClearMomentum Experience May 2010 - July 2011
Job Senior Accountant at Raymond F. Wager, CPA, P.C.
Industry Accounting
Experience
Raymond F. Wager, CPA, P.C. July 2011 - Present
ClearMomentum May 2010 - July 2011
Southco October 1997 - May 2010
Skills
Process Improvement, Accounting, Lean Manufacturing, Manufacturing, Supply Chain, SAP, Continuous Improvement
Education
St. John Fisher College 2000 — 2003
BS, Accounting
Raymond F. Wager, CPA, P.C. July 2011 - Present
ClearMomentum May 2010 - July 2011
Southco October 1997 - May 2010
Skills
Process Improvement, Accounting, Lean Manufacturing, Manufacturing, Supply Chain, SAP, Continuous Improvement
Education
St. John Fisher College 2000 — 2003
BS, Accounting
Daniel Piehler Daniel Piehler's ClearMomentum Experience June 2012 - February 2013
Job Head of Platform & Research at Lumia Capital
Industry Venture Capital & Private Equity
Experience
Lumia Capital March 2015 - Present
ClearMomentum (Acquired by Ipreo) February 2013 - March 2015
Disruption Corporation July 2014 - February 2015
ClearMomentum June 2012 - February 2013
Eric Mower and Associates September 2010 - December 2010
The Media Company Publications June 2010 - August 2010
Skills
Marketing Strategy, Photoshop, Google Analytics, Creative Writing, Management, Start-ups, Marketing, SEO, Salesforce.com, HTML, WordPress, Technical Writing, Website Development, Database Administration, Product Development, Product Management
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2012 — 2015
Master of Business Administration (MBA), Finance & Corporate Accounting
University of Rochester 2008 — 2012
Bachelor of Arts, double; Economics and English
Lumia Capital March 2015 - Present
ClearMomentum (Acquired by Ipreo) February 2013 - March 2015
Disruption Corporation July 2014 - February 2015
ClearMomentum June 2012 - February 2013
Eric Mower and Associates September 2010 - December 2010
The Media Company Publications June 2010 - August 2010
Skills
Marketing Strategy, Photoshop, Google Analytics, Creative Writing, Management, Start-ups, Marketing, SEO, Salesforce.com, HTML, WordPress, Technical Writing, Website Development, Database Administration, Product Development, Product Management
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2012 — 2015
Master of Business Administration (MBA), Finance & Corporate Accounting
University of Rochester 2008 — 2012
Bachelor of Arts, double; Economics and English
Denny Shin Denny Shin's ClearMomentum Experience August 2012 - June 2015
Job Client Operations Specialist at iLEVEL Solutions
Industry Financial Services
Experience
iLEVEL Solutions June 2015 - Present
Ipreo January 2015 - June 2015
ClearMomentum August 2012 - June 2015
University of Rochester October 2008 - May 2012
Interlochen Center for the Arts June 2011 - August 2011
Skills
Data Analysis, Fundraising, Research, Event Planning, Non-profits, PowerPoint, Microsoft Excel, Public Speaking, Access, Microsoft Office, Microsoft Word, Teaching
Education
University of Rochester 2008 — 2012
Bachelor of Arts (B.A.), Financial Economics, Business, and Mathematics
iLEVEL Solutions June 2015 - Present
Ipreo January 2015 - June 2015
ClearMomentum August 2012 - June 2015
University of Rochester October 2008 - May 2012
Interlochen Center for the Arts June 2011 - August 2011
Skills
Data Analysis, Fundraising, Research, Event Planning, Non-profits, PowerPoint, Microsoft Excel, Public Speaking, Access, Microsoft Office, Microsoft Word, Teaching
Education
University of Rochester 2008 — 2012
Bachelor of Arts (B.A.), Financial Economics, Business, and Mathematics
Hassan Wyne Hassan Wyne's ClearMomentum Experience September 2012 - December 2014
Job Financial Accounting Analyst 3 at Citi
Industry Accounting
Experience
Citi January 2015 - Present
ClearMomentum September 2012 - December 2014
SUNY Geneseo May 2012 - September 2012
Daniel R Beaty CPA January 2012 - June 2012
SUNY Geneseo March 2011 - May 2012
Capital One August 2008 - August 2009
Skills
Excel, Data Analysis, Microsoft Office, Troubleshooting, Tax, Accounting, Customer Retention, Customer Relations, Microsoft Excel, Financial Statement..., Financial Data..., Banking, Facilities Management, Data Management, Reporting & Analysis, Account Reconciliation, Accounts Payable, Accounts Receivable, Software Implementation..., Inventory Management, Computer Software..., Customer Service, Time Management, Access, Finance, Financial Accounting, Auditing, Peachtree, Financial Analysis, Microsoft Word, Financial Reporting, Budgets, PowerPoint, Financial Modeling, Cost Accounting, Outlook
Education
Keller Graduate School of Management of DeVry University 2012 — 2015
Master's degree, Accounting and Financial Management
SUNY Geneseo 2009 — 2012
B.S., Accounting
Suffolk County Community College 2007 — 2009
A.S., Accounting
Citi January 2015 - Present
ClearMomentum September 2012 - December 2014
SUNY Geneseo May 2012 - September 2012
Daniel R Beaty CPA January 2012 - June 2012
SUNY Geneseo March 2011 - May 2012
Capital One August 2008 - August 2009
Skills
Excel, Data Analysis, Microsoft Office, Troubleshooting, Tax, Accounting, Customer Retention, Customer Relations, Microsoft Excel, Financial Statement..., Financial Data..., Banking, Facilities Management, Data Management, Reporting & Analysis, Account Reconciliation, Accounts Payable, Accounts Receivable, Software Implementation..., Inventory Management, Computer Software..., Customer Service, Time Management, Access, Finance, Financial Accounting, Auditing, Peachtree, Financial Analysis, Microsoft Word, Financial Reporting, Budgets, PowerPoint, Financial Modeling, Cost Accounting, Outlook
Education
Keller Graduate School of Management of DeVry University 2012 — 2015
Master's degree, Accounting and Financial Management
SUNY Geneseo 2009 — 2012
B.S., Accounting
Suffolk County Community College 2007 — 2009
A.S., Accounting
Derek Wolf Derek Wolf's ClearMomentum Experience June 2012 - December 2014
Job Sr. Software Engineer at Ipreo
Industry Computer Software
Experience
Ipreo (via acquisition of ClearMomentum) January 2015 - Present
ClearMomentum June 2012 - December 2014
IDI Billing Solutions July 2005 - May 2012
CareerHarvest.com November 2004 - June 2005
Harris Interactive March 2001 - July 2004
Peak Technologies (Acquired by SunLync LLC) September 1999 - February 2001
Cornell University May 1996 - August 1998
Skills
C#, SQL, SQL Server, WCF, Javascript, SQL Profiler, .NET, Web Services, Database Design, XML, Scalability, Entity Framework, XSLT, SQL Query Analyzer, JavaScript, LINQ, HTML + CSS, ASP.Net, .Net Remoting, 3rd Party API..., Microsoft IIS, WSDL, PCI DSS, Credit Card Processing, USPS Address Matching...
Education
Cornell University 1994 — 1996
B.S.
Ipreo (via acquisition of ClearMomentum) January 2015 - Present
ClearMomentum June 2012 - December 2014
IDI Billing Solutions July 2005 - May 2012
CareerHarvest.com November 2004 - June 2005
Harris Interactive March 2001 - July 2004
Peak Technologies (Acquired by SunLync LLC) September 1999 - February 2001
Cornell University May 1996 - August 1998
Skills
C#, SQL, SQL Server, WCF, Javascript, SQL Profiler, .NET, Web Services, Database Design, XML, Scalability, Entity Framework, XSLT, SQL Query Analyzer, JavaScript, LINQ, HTML + CSS, ASP.Net, .Net Remoting, 3rd Party API..., Microsoft IIS, WSDL, PCI DSS, Credit Card Processing, USPS Address Matching...
Education
Cornell University 1994 — 1996
B.S.
Bradley McGeary Bradley McGeary's ClearMomentum Experience April 2011 - August 2011
Job Software Engineer at Progressive Machine and Design
Industry Computer Software
Experience
Progressive Machine and Design October 2013 - Present
ABC Electronics Service Corp 2007 - August 2014
Gorbel November 2012 - October 2013
Mindex August 2011 - October 2012
ClearMomentum April 2011 - August 2011
The Rochester Group August 2008 - February 2011
Cameron Compression Systems May 2006 - September 2006
Rochester Institute of Technology 2003 - 2006
Finger Lakes Community College September 2003 - August 2005
Skills
SQL, Visual Studio, C#, Java, Microsoft SQL Server, Linux, C++, Requirements Analysis, Windows, Databases, HTML, Unix, XML, Agile Methodologies, .NET, Access, ASP.NET
Education
Rochester Institute of Technology 2009 — 2012
Bachelor of Science, Information Technology
Finger Lakes Community College, New York 2002 — 2004
Associate, Applied Science Information Technology
Finger Lakes Community College 2001 — 2003
Associate, Liberal Arts
Finger Lakes Community College 2001 — 2003
Associate in Science, Computer Science; Statistics
Progressive Machine and Design October 2013 - Present
ABC Electronics Service Corp 2007 - August 2014
Gorbel November 2012 - October 2013
Mindex August 2011 - October 2012
ClearMomentum April 2011 - August 2011
The Rochester Group August 2008 - February 2011
Cameron Compression Systems May 2006 - September 2006
Rochester Institute of Technology 2003 - 2006
Finger Lakes Community College September 2003 - August 2005
Skills
SQL, Visual Studio, C#, Java, Microsoft SQL Server, Linux, C++, Requirements Analysis, Windows, Databases, HTML, Unix, XML, Agile Methodologies, .NET, Access, ASP.NET
Education
Rochester Institute of Technology 2009 — 2012
Bachelor of Science, Information Technology
Finger Lakes Community College, New York 2002 — 2004
Associate, Applied Science Information Technology
Finger Lakes Community College 2001 — 2003
Associate, Liberal Arts
Finger Lakes Community College 2001 — 2003
Associate in Science, Computer Science; Statistics
Nate Stein's ClearMomentum Experience August 2012 - December 2014
Job Operations Manager at Second Avenue Learning
Industry E-Learning
Experience
Second Avenue Learning June 2015 - Present
Ipreo January 2015 - June 2015
ClearMomentum August 2012 - December 2014
ClearMomentum July 2011 - August 2012
Skills
Finance, Financial Modeling, Valuation, Financial Reporting, Microsoft Excel, Financial Analysis, Financial Statement..., Process Improvement, Data Analysis, Portfolio Management, Business Valuation, Corporate Finance, Investments, Risk Management, Accounting, Asset Management, Equities, PowerPoint, Due Diligence, VBA, Private Equity, Microsoft Office, Financial Accounting, Requirements Analysis, Project Planning, Project Management, Scrum, Iterative Design
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2010 — 2011
MS, Finance
University of Rochester 2006 — 2010
BA, Financial Economics
Second Avenue Learning June 2015 - Present
Ipreo January 2015 - June 2015
ClearMomentum August 2012 - December 2014
ClearMomentum July 2011 - August 2012
Skills
Finance, Financial Modeling, Valuation, Financial Reporting, Microsoft Excel, Financial Analysis, Financial Statement..., Process Improvement, Data Analysis, Portfolio Management, Business Valuation, Corporate Finance, Investments, Risk Management, Accounting, Asset Management, Equities, PowerPoint, Due Diligence, VBA, Private Equity, Microsoft Office, Financial Accounting, Requirements Analysis, Project Planning, Project Management, Scrum, Iterative Design
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2010 — 2011
MS, Finance
University of Rochester 2006 — 2010
BA, Financial Economics
Sean Socha's ClearMomentum Experience 2009 - June 2011
Job CFO at Finger Lakes Technologies Group
Industry Telecommunications
Experience
Finger Lakes Technologies Group 2013 - Present
Tech Valley Communications June 2011 - 2013
ClearMomentum 2009 - June 2011
5LINX Enterprises, Inc. 2007 - 2009
5LINX 2007 - 2009
Cooper Vision, Inc. 2004 - 2007
CooperVision, Inc 2004 - 2007
Global Crossing 2000 - 2004
Skills
Accounting, Financial Analysis, Financial Reporting, Internal Audit, Forecasting, Budgets, Mergers & Acquisitions, Finance, Strategic Planning, Cost Accounting, Cash Flow, US GAAP, Project Management, Sarbanes-Oxley Act, Internal Controls, Cash Management, Auditing, Process Improvement, Sarbanes-Oxley, New Business Development, Strategic Financial..., Variance Analysis
Education
St. John Fisher College 1987 — 1991
Finger Lakes Technologies Group 2013 - Present
Tech Valley Communications June 2011 - 2013
ClearMomentum 2009 - June 2011
5LINX Enterprises, Inc. 2007 - 2009
5LINX 2007 - 2009
Cooper Vision, Inc. 2004 - 2007
CooperVision, Inc 2004 - 2007
Global Crossing 2000 - 2004
Skills
Accounting, Financial Analysis, Financial Reporting, Internal Audit, Forecasting, Budgets, Mergers & Acquisitions, Finance, Strategic Planning, Cost Accounting, Cash Flow, US GAAP, Project Management, Sarbanes-Oxley Act, Internal Controls, Cash Management, Auditing, Process Improvement, Sarbanes-Oxley, New Business Development, Strategic Financial..., Variance Analysis
Education
St. John Fisher College 1987 — 1991
Steven Just's ClearMomentum Experience November 2011 - December 2014
Job Product Specialist at Ipreo
Industry Financial Services
Experience
Ipreo May 2015 - Present
Ipreo January 2015 - Present
ClearMomentum November 2011 - December 2014
Manning & Napier Advisors June 2010 - November 2011
Skills
Financial Modeling, Microsoft Excel, Bloomberg, Valuation, Process Improvement, Financial Analysis, Investments, Marketing Strategy, Corporate Finance, New Business Development, Business Valuation, Customer Retention, Customer Satisfaction, Data Analysis, Finance, Financial Statement..., PowerPoint, Private Equity
Education
University of Rochester 2007 — 2011
BS, Financial Economics
Liverpool High School 2003 — 2007
Ipreo May 2015 - Present
Ipreo January 2015 - Present
ClearMomentum November 2011 - December 2014
Manning & Napier Advisors June 2010 - November 2011
Skills
Financial Modeling, Microsoft Excel, Bloomberg, Valuation, Process Improvement, Financial Analysis, Investments, Marketing Strategy, Corporate Finance, New Business Development, Business Valuation, Customer Retention, Customer Satisfaction, Data Analysis, Finance, Financial Statement..., PowerPoint, Private Equity
Education
University of Rochester 2007 — 2011
BS, Financial Economics
Liverpool High School 2003 — 2007
Gerald Nolan's ClearMomentum Experience January 2008 - December 2014
Job Software Engineer at Ipreo
Industry Computer Software
Experience
Ipreo January 2015 - Present
ClearMomentum January 2008 - December 2014
Education
Rochester Institute of Technology 2004 — 2008
Bachelor of Science, New Media Interactive Development
Ipreo January 2015 - Present
ClearMomentum January 2008 - December 2014
Education
Rochester Institute of Technology 2004 — 2008
Bachelor of Science, New Media Interactive Development
Joseph Sardo's ClearMomentum Experience May 2008 - September 2008
Job Manager Financial Planning and Analysis at Bausch + Lomb
Industry Medical Devices
Experience
Bausch + Lomb April 2014 - Present
Bausch + Lomb June 2011 - April 2014
Global Crossing September 2008 - June 2011
ClearMomentum May 2008 - September 2008
Paychex May 2007 - August 2007
Skills
Financial Modeling, Variance Analysis, Budgets, Financial Analysis, Financial Reporting, Revenue Forecasting, Corporate Finance, Capital Budgeting, Essbase, DCF, Margin Analysis, Microsoft Excel, SAP, SQL, Microsoft Access, Microsoft PowerPoint, Business Case..., Microsoft SharePoint, Budgeting, Business Analysis, Decision Support, Hyperion, PeopleSoft, Hyperion Planning, Business Development, Business Valuation, Market Share Analysis, Business Strategy, Business Planning, Financial Variance..., US GAAP, Linear Regression, Regression Analysis, Regression Models, Trend Forecasting, Demand Forecasting, Cash Flow Reporting, Cash Flow Statements, P&L Reporting, Product Cost Analysis, Contract Negotiation, Strategic Planning, Marketing Strategy, Business Case Modelling, Microsoft SQL Server, New Business Development, Capital Management, Integration, Business Intelligence, Forecasting
Education
Cornell University 2004 — 2008
B.S., Policy Analysis and Management
Bausch + Lomb April 2014 - Present
Bausch + Lomb June 2011 - April 2014
Global Crossing September 2008 - June 2011
ClearMomentum May 2008 - September 2008
Paychex May 2007 - August 2007
Skills
Financial Modeling, Variance Analysis, Budgets, Financial Analysis, Financial Reporting, Revenue Forecasting, Corporate Finance, Capital Budgeting, Essbase, DCF, Margin Analysis, Microsoft Excel, SAP, SQL, Microsoft Access, Microsoft PowerPoint, Business Case..., Microsoft SharePoint, Budgeting, Business Analysis, Decision Support, Hyperion, PeopleSoft, Hyperion Planning, Business Development, Business Valuation, Market Share Analysis, Business Strategy, Business Planning, Financial Variance..., US GAAP, Linear Regression, Regression Analysis, Regression Models, Trend Forecasting, Demand Forecasting, Cash Flow Reporting, Cash Flow Statements, P&L Reporting, Product Cost Analysis, Contract Negotiation, Strategic Planning, Marketing Strategy, Business Case Modelling, Microsoft SQL Server, New Business Development, Capital Management, Integration, Business Intelligence, Forecasting
Education
Cornell University 2004 — 2008
B.S., Policy Analysis and Management
John D. Roach's ClearMomentum Experience November 2005 - December 2014
Job Director Technology at Ipreo
Industry Computer Software
Experience
Ipreo December 2014 - Present
ClearMomentum November 2005 - December 2014
Supplystream, Inc. January 1998 - January 2003
Softech Systems, Inc January 1993 - January 1998
Skills
Web Services, C#, XML, Cloud Computing, Software Development, Enterprise Software, SaaS, Enterprise Architecture, Integration, IT Strategy, Mobile Applications, Start-ups, Web Applications
Education
George Mason University 1987 — 1989
MIS, Information Systems
Clarkson University 1983 — 1985
BS, Biology
SUNY Morrisville 1981 — 1983
AAS, Computer Science
Ipreo December 2014 - Present
ClearMomentum November 2005 - December 2014
Supplystream, Inc. January 1998 - January 2003
Softech Systems, Inc January 1993 - January 1998
Skills
Web Services, C#, XML, Cloud Computing, Software Development, Enterprise Software, SaaS, Enterprise Architecture, Integration, IT Strategy, Mobile Applications, Start-ups, Web Applications
Education
George Mason University 1987 — 1989
MIS, Information Systems
Clarkson University 1983 — 1985
BS, Biology
SUNY Morrisville 1981 — 1983
AAS, Computer Science
richard barney's ClearMomentum Experience 2005 - Present
Job Software Developer at ClearMomentum
Industry Financial Services
Experience
ClearMomentum 2005 - Present
Skills
C#, Web Services, SQL, Software Development
Education
Colgate University 1966 — 1970
BS, Physics
Syracuse University
MBA, Operations
ClearMomentum 2005 - Present
Skills
C#, Web Services, SQL, Software Development
Education
Colgate University 1966 — 1970
BS, Physics
Syracuse University
MBA, Operations
Alex Caghan's ClearMomentum Experience June 2012 - April 2014
Job Prime Brokerage Product Controller at Morgan Stanley
Industry Accounting
Experience
Morgan Stanley April 2014 - Present
ClearMomentum June 2012 - April 2014
AXA Advisors January 2011 - May 2011
Prime Pro Data June 2010 - August 2010
Skills
Accounting, Economics, Finance, Team-oriented, Accountability, Highly personable, Goal Oriented, Logical Thinker, Customer Support, True Team Player, Microsoft Excel, Microsoft Office...
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2012 — 2013
Master's degree, Accounting
University of Rochester 2008 — 2012
Bachelor of Science (BS), Accounting and Finance
Morgan Stanley April 2014 - Present
ClearMomentum June 2012 - April 2014
AXA Advisors January 2011 - May 2011
Prime Pro Data June 2010 - August 2010
Skills
Accounting, Economics, Finance, Team-oriented, Accountability, Highly personable, Goal Oriented, Logical Thinker, Customer Support, True Team Player, Microsoft Excel, Microsoft Office...
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2012 — 2013
Master's degree, Accounting
University of Rochester 2008 — 2012
Bachelor of Science (BS), Accounting and Finance
Hewlett-Packard
SAP
Symantec
Intuit
HP
salesforce.com
Bloomberg LP
Autodesk