ClearPoint Financial Solutions
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ClearPoint Financial Solutions Employees
Employee
Years
Job
Industry
Sowmya S. Bala Sowmya S. Bala's ClearPoint Financial Solutions Experience December 2007 - May 2009
Job Contracts Manager at CallidusCloud
Industry Law Practice
Experience
CallidusCloud July 2014 - Present
UCSF, Office of Sponsored Research January 2013 - July 2014
UCSF, Office of Sponsored Research February 2012 - August 2012
Gaea Global Technologies 2011 - 2011
ClearPoint Financial Solutions December 2007 - May 2009
WilmerHale 2005 - 2007
Skills
Public Policy, Fundraising, Corporate Governance, Legal Research, Employment Law, Legal Writing, Project Management, Grants, Grant Writing, Management, Strategy, Policy, Government, Contract Negotiation, Policy Analysis, Intellectual Property, Research Administration
Education
Temple University - James E. Beasley School of Law 2001 — 2004
JD, Law School
The George Washington University 1997 — 2001
BA, International Affairs, Religion
van nuys high school
CallidusCloud July 2014 - Present
UCSF, Office of Sponsored Research January 2013 - July 2014
UCSF, Office of Sponsored Research February 2012 - August 2012
Gaea Global Technologies 2011 - 2011
ClearPoint Financial Solutions December 2007 - May 2009
WilmerHale 2005 - 2007
Skills
Public Policy, Fundraising, Corporate Governance, Legal Research, Employment Law, Legal Writing, Project Management, Grants, Grant Writing, Management, Strategy, Policy, Government, Contract Negotiation, Policy Analysis, Intellectual Property, Research Administration
Education
Temple University - James E. Beasley School of Law 2001 — 2004
JD, Law School
The George Washington University 1997 — 2001
BA, International Affairs, Religion
van nuys high school
Renee Butcher's ClearPoint Financial Solutions Experience November 2006 - May 2007
Job Customer Service Representative at Weissman's Designs For Dance
Industry Photography
Experience
Weissman's Designs For Dance September 2014 - Present
WatashiO January 2013 - Present
Arsenal Credit Union January 2010 - January 2014
Commerce Bank June 2007 - November 2009
ClearPoint Financial Solutions November 2006 - May 2007
Maritz July 2006 - October 2006
Creve Coeur Camera August 2004 - June 2006
Skills
Infrared Photography, Digital Photography, Landscape Photography, Photoshop, Video Editing, Photo Restoration, Handmade Jewelry, Jewelry Design, Lightroom, Banking, Customer Service, Microsoft Office, Teller Operations, Letter Writing, Premiere, Videography, Avid Xpress, Outlook, Credit Unions, Photography, Image Editing, Employee Training, Photos, Photojournalism, Portraits, Portrait Photography, Event Photography, Commercial Photography, Fine Art Photography, Image Manipulation
Education
Webster University 2002 — 2004
Bachelor of Arts (B.A.), Photography
St. Louis Community College 2000 — 2002
Associate of Arts (A.A.), Photography
Weissman's Designs For Dance September 2014 - Present
WatashiO January 2013 - Present
Arsenal Credit Union January 2010 - January 2014
Commerce Bank June 2007 - November 2009
ClearPoint Financial Solutions November 2006 - May 2007
Maritz July 2006 - October 2006
Creve Coeur Camera August 2004 - June 2006
Skills
Infrared Photography, Digital Photography, Landscape Photography, Photoshop, Video Editing, Photo Restoration, Handmade Jewelry, Jewelry Design, Lightroom, Banking, Customer Service, Microsoft Office, Teller Operations, Letter Writing, Premiere, Videography, Avid Xpress, Outlook, Credit Unions, Photography, Image Editing, Employee Training, Photos, Photojournalism, Portraits, Portrait Photography, Event Photography, Commercial Photography, Fine Art Photography, Image Manipulation
Education
Webster University 2002 — 2004
Bachelor of Arts (B.A.), Photography
St. Louis Community College 2000 — 2002
Associate of Arts (A.A.), Photography
Aynsley Wilton's ClearPoint Financial Solutions Experience January 2008 - August 2010
Job Executive Administrative Assistant at Mass Mutual of Greater Richmond
Industry Financial Services
Experience
Mass Mutual of Greater Richmond August 2015 - Present
Business Center International November 2013 - August 2015
R&R Office Supplies & Furniture January 2013 - November 2013
The Birkdale School for Boys January 2010 - October 2012
ClearPoint Financial Solutions January 2008 - August 2010
Harbor Consumer Credit Counsling May 2005 - January 2008
Skills
Customer Service, Microsoft Office, Public Speaking, Fax, Administrative..., Photocopier, Strategic Planning, Spreadsheets, Calendaring, Scanners, Office Management, Data Entry, Office Administration, Confidentiality, Telephone Skills, Filing, Calendars, Expense Reports, Office Equipment, Event Planning, Internet Explorer, Clerical Skills, Receptionist Duties, File Management, 10 Key, Copying, Wordperfect, Clerical Work, Multi-line Phone, Phone Etiquette, Microsoft Publisher, Administrative...
Education
Old Dominion University 2008 — 2011
Tidewater Community College 2004 — 2006
Associates of Applied Science
The Steward School 2000 — 2003
High School Diploma
Mass Mutual of Greater Richmond August 2015 - Present
Business Center International November 2013 - August 2015
R&R Office Supplies & Furniture January 2013 - November 2013
The Birkdale School for Boys January 2010 - October 2012
ClearPoint Financial Solutions January 2008 - August 2010
Harbor Consumer Credit Counsling May 2005 - January 2008
Skills
Customer Service, Microsoft Office, Public Speaking, Fax, Administrative..., Photocopier, Strategic Planning, Spreadsheets, Calendaring, Scanners, Office Management, Data Entry, Office Administration, Confidentiality, Telephone Skills, Filing, Calendars, Expense Reports, Office Equipment, Event Planning, Internet Explorer, Clerical Skills, Receptionist Duties, File Management, 10 Key, Copying, Wordperfect, Clerical Work, Multi-line Phone, Phone Etiquette, Microsoft Publisher, Administrative...
Education
Old Dominion University 2008 — 2011
Tidewater Community College 2004 — 2006
Associates of Applied Science
The Steward School 2000 — 2003
High School Diploma
Allie Vered Allie Vered's ClearPoint Financial Solutions Experience February 2008 - Present
Job Chief Marketing Officer
Industry Nonprofit Organization Management
Experience
ClearPoint Financial Solutions February 2008 - Present
Chabad of Virginia October 2003 - February 2008
Government of Ontario October 1998 - September 2003
Government of Saskatchewan May 1993 - August 1998
International Cooperative Alliance in Delhi, India June 1997 - December 1997
Saskatchewan Property Management Corporation May 1993 - December 1995
State Rail Train Crewing, New South Wales, Australia March 1995 - September 1995
Skills
Media Relations, Digital Marketing, Social Media, Marketing, Web Analytics, Relationship Management, Strategy, Social Media Marketing, SEO, SEM, Analytics, Strategic Communications, Copywriting, Speech Writing, Corporate Communications, Crisis Communications, Editing, Web Content Management, Press Releases, Fundraising
Education
University of Toronto - Victoria University 1998 — 2002
Masters of Divinity, Religion
Carleton University 1989 — 1993
Bachelor, Journalism, Honours
ClearPoint Financial Solutions February 2008 - Present
Chabad of Virginia October 2003 - February 2008
Government of Ontario October 1998 - September 2003
Government of Saskatchewan May 1993 - August 1998
International Cooperative Alliance in Delhi, India June 1997 - December 1997
Saskatchewan Property Management Corporation May 1993 - December 1995
State Rail Train Crewing, New South Wales, Australia March 1995 - September 1995
Skills
Media Relations, Digital Marketing, Social Media, Marketing, Web Analytics, Relationship Management, Strategy, Social Media Marketing, SEO, SEM, Analytics, Strategic Communications, Copywriting, Speech Writing, Corporate Communications, Crisis Communications, Editing, Web Content Management, Press Releases, Fundraising
Education
University of Toronto - Victoria University 1998 — 2002
Masters of Divinity, Religion
Carleton University 1989 — 1993
Bachelor, Journalism, Honours
Jennifer Koogle Jennifer Koogle's ClearPoint Financial Solutions Experience November 2011 - Present
Job Activation and Scanning Specialist at Clearpoint Financial Solutions
Industry Financial Services
Experience
ClearPoint Financial Solutions November 2011 - Present
Quinn's Goldsmith December 2005 - December 2010
EmeSec Incorporated June 2010 - August 2010
Girl Scout Camp Mariposa August 2009 - August 2009
MOAA May 2008 - August 2008
Northern Virginia Regional Park Authority June 2003 - August 2005
Skills
Customer Service, Teamwork, Community Outreach, Organizing, Internet Research, Customer Relations, People-oriented, Adaptive, Experiential Learning, Proven Leadership Skills, Team-oriented, Working With Children, Safety, Fast Learner, Qualitative Research, Reasoning, Hard Worker, Editing, Compassion, Public Awareness, Data Entry, Time Management, Volunteer Management, Nonprofits, Outdoor Recreation, Detailed Organization, Sales, Research, 10 Key, Organizational..., Organization, Adobe Acrobat, Youth Leadership, Volunteering, Filing, Administrative..., Event Management, Peer Mentoring, Receptionist Duties, Cashiering, Community Service, Telephone Skills, Office Administration, Written Communication, Telephone Manner, Microsoft Office, Leadership
Education
Christopher Newport University 2008 — 2011
BA, Sociology
Northern Virginia Community College 2007 — 2008
AA, Liberal Arts
University of Maryland College Park 2005 — 2006
Psychology
ClearPoint Financial Solutions November 2011 - Present
Quinn's Goldsmith December 2005 - December 2010
EmeSec Incorporated June 2010 - August 2010
Girl Scout Camp Mariposa August 2009 - August 2009
MOAA May 2008 - August 2008
Northern Virginia Regional Park Authority June 2003 - August 2005
Skills
Customer Service, Teamwork, Community Outreach, Organizing, Internet Research, Customer Relations, People-oriented, Adaptive, Experiential Learning, Proven Leadership Skills, Team-oriented, Working With Children, Safety, Fast Learner, Qualitative Research, Reasoning, Hard Worker, Editing, Compassion, Public Awareness, Data Entry, Time Management, Volunteer Management, Nonprofits, Outdoor Recreation, Detailed Organization, Sales, Research, 10 Key, Organizational..., Organization, Adobe Acrobat, Youth Leadership, Volunteering, Filing, Administrative..., Event Management, Peer Mentoring, Receptionist Duties, Cashiering, Community Service, Telephone Skills, Office Administration, Written Communication, Telephone Manner, Microsoft Office, Leadership
Education
Christopher Newport University 2008 — 2011
BA, Sociology
Northern Virginia Community College 2007 — 2008
AA, Liberal Arts
University of Maryland College Park 2005 — 2006
Psychology
Keith Minor Keith Minor's ClearPoint Financial Solutions Experience January 2001 - July 2008
Job Area Manager/Final Expense Specialist Lincoln Heritage
Industry Insurance
Experience
Unnamed Life Insurance 2014 - 2015
Unnamed Insurance August 2012 - December 2013
Coldwell Banker Gundaker November 2003 - March 2011
ClearPoint Financial Solutions January 2001 - July 2008
Skills
Employee Benefits, Finance, Foreclosures, Real Estate Development, Market Analysis, Energy, Term Life Insurance, Psychotherapy, Training, Team Building, Strategic Planning, Insurance
Education
University of Missouri-Saint Louis
Business Administration and Management, General
Unnamed Life Insurance 2014 - 2015
Unnamed Insurance August 2012 - December 2013
Coldwell Banker Gundaker November 2003 - March 2011
ClearPoint Financial Solutions January 2001 - July 2008
Skills
Employee Benefits, Finance, Foreclosures, Real Estate Development, Market Analysis, Energy, Term Life Insurance, Psychotherapy, Training, Team Building, Strategic Planning, Insurance
Education
University of Missouri-Saint Louis
Business Administration and Management, General
John E. Powell's ClearPoint Financial Solutions Experience July 2006 - November 2007
Job CREATIVE 1 Marketing Creative , Digital & Social Media, Brand Management, Content Development, Team Leader
Industry Marketing and Advertising
Experience
Creative 1 Marketing www.creative1marketing.com December 2011 - Present
SMG Richmond August 2010 - September 2011
ClearPoint Financial Solutions July 2006 - November 2007
Image Impact Advertising & Marketing March 1986 - July 2006
Haley Pontiac 2004 - 2006
Busch Gardens April 1983 - March 1986
Eric Ericson Advertising January 1982 - January 1983
Bank of Virginia January 1980 - January 1982
Kings Dominion January 1975 - January 1980
Skills
Advertising, Public Relations, Event Management, Press Releases, Fundraising, Budgeting, Broadcast, Radio, Retail, Television, Strategic Planning, Customer Relations, Marketing Strategy, Online Marketing, Sales Management, SEO, Corporate Identity, Banking, Media Relations, Market Planning, Promotions, Marketing Communications, Event Planning, Creative Development, Copywriting, Corporate Communications, Direct Marketing, Public Speaking, Social Media Marketing, SEM, Direct Mail, Media Planning, Brand Awareness, Event Marketing, Brand Development, Email Marketing, Integrated Marketing, Marketing Management, Social Networking, B2B, Digital Marketing, New Business Development, Negotiation, Strategic Planning,..., Creative Direction, Website Building, Website Creation, Lead Generation, creative marketing, Strategy
Education
Virginia Commonwealth University 1974 — 1979
BFA, Advertising Design
Dale Carnegie Sales Management
Mary Washington College
Creative 1 Marketing www.creative1marketing.com December 2011 - Present
SMG Richmond August 2010 - September 2011
ClearPoint Financial Solutions July 2006 - November 2007
Image Impact Advertising & Marketing March 1986 - July 2006
Haley Pontiac 2004 - 2006
Busch Gardens April 1983 - March 1986
Eric Ericson Advertising January 1982 - January 1983
Bank of Virginia January 1980 - January 1982
Kings Dominion January 1975 - January 1980
Skills
Advertising, Public Relations, Event Management, Press Releases, Fundraising, Budgeting, Broadcast, Radio, Retail, Television, Strategic Planning, Customer Relations, Marketing Strategy, Online Marketing, Sales Management, SEO, Corporate Identity, Banking, Media Relations, Market Planning, Promotions, Marketing Communications, Event Planning, Creative Development, Copywriting, Corporate Communications, Direct Marketing, Public Speaking, Social Media Marketing, SEM, Direct Mail, Media Planning, Brand Awareness, Event Marketing, Brand Development, Email Marketing, Integrated Marketing, Marketing Management, Social Networking, B2B, Digital Marketing, New Business Development, Negotiation, Strategic Planning,..., Creative Direction, Website Building, Website Creation, Lead Generation, creative marketing, Strategy
Education
Virginia Commonwealth University 1974 — 1979
BFA, Advertising Design
Dale Carnegie Sales Management
Mary Washington College
David Feeley David Feeley's ClearPoint Financial Solutions Experience August 2002 - February 2010
Job data analyst at Capital One
Industry Insurance
Experience
Capital One August 2011 - Present
J. Sargeant Reynolds March 2011 - July 2011
Genworth Financial November 2010 - January 2011
ClearPoint Financial Solutions August 2002 - February 2010
ClearPoint Financial Solutions August 2002 - February 2010
LOWE'S HOME CENTERS, INC January 1994 - January 2002
LOWE'S HOME CENTERS, INC January 1994 - January 2001
Skills
SQL, Web Design, C#, Microsoft SQL Server, IIS, CSS, Customer Service, PHP, Web Development, Databases, JavaScript, SEO
Education
ECPI University 2000 — 2002
IT, Web development
homer center high school 1971 — 1974
ECPI Technical College
AAS, Information Technology
ECPI Technical College
AAS, Information Technology
Capital One August 2011 - Present
J. Sargeant Reynolds March 2011 - July 2011
Genworth Financial November 2010 - January 2011
ClearPoint Financial Solutions August 2002 - February 2010
ClearPoint Financial Solutions August 2002 - February 2010
LOWE'S HOME CENTERS, INC January 1994 - January 2002
LOWE'S HOME CENTERS, INC January 1994 - January 2001
Skills
SQL, Web Design, C#, Microsoft SQL Server, IIS, CSS, Customer Service, PHP, Web Development, Databases, JavaScript, SEO
Education
ECPI University 2000 — 2002
IT, Web development
homer center high school 1971 — 1974
ECPI Technical College
AAS, Information Technology
ECPI Technical College
AAS, Information Technology
Shana Moore Shana Moore's ClearPoint Financial Solutions Experience 2001 - 2005
Job Water Policy Intern at GKY & Associates
Industry Environmental Services
Experience
GKY June 2014 - Present
Environmental Stewardship Concepts, LLC February 2013 - June 2014
Virginia Education Association January 2012 - February 2013
Virginia Commonwealth University October 2011 - January 2012
Informational/Network Meeting 2011 - 2011
Genworth Financial 2005 - 2011
ClearPoint Financial Solutions 2001 - 2005
Power Distribution, Inc. 1995 - 2000
Skills
Outstanding Customer..., Data Analysis, Collaboration Solutions, Customer Service, Public Speaking, Non-profits, Community Outreach, Research, Process Improvement, Insurance, Event Planning, Teaching, Microsoft Office, Financial Services, Call Center, Editing, Report Writing, Nonprofits, Call Centers, Software Documentation, Leadership, Management, Quality Assurance, Analysis, Program Management, Time Management, Microsoft Excel, Access, Government, Social Media, PowerPoint, Team Building, Outlook, Microsoft Word, Community Development, Teamwork, Fundraising
Education
Virginia Commonwealth University 2011 — 2015
B.S. Psychology and Environmental Studies, Minor Urban Studies, Masters Environmental Studies
University of Richmond 1988 — 1991
International Studies-Russian
Alabama School of Fine Arts 1985 — 1988
H.S. diploma, Drama
GKY June 2014 - Present
Environmental Stewardship Concepts, LLC February 2013 - June 2014
Virginia Education Association January 2012 - February 2013
Virginia Commonwealth University October 2011 - January 2012
Informational/Network Meeting 2011 - 2011
Genworth Financial 2005 - 2011
ClearPoint Financial Solutions 2001 - 2005
Power Distribution, Inc. 1995 - 2000
Skills
Outstanding Customer..., Data Analysis, Collaboration Solutions, Customer Service, Public Speaking, Non-profits, Community Outreach, Research, Process Improvement, Insurance, Event Planning, Teaching, Microsoft Office, Financial Services, Call Center, Editing, Report Writing, Nonprofits, Call Centers, Software Documentation, Leadership, Management, Quality Assurance, Analysis, Program Management, Time Management, Microsoft Excel, Access, Government, Social Media, PowerPoint, Team Building, Outlook, Microsoft Word, Community Development, Teamwork, Fundraising
Education
Virginia Commonwealth University 2011 — 2015
B.S. Psychology and Environmental Studies, Minor Urban Studies, Masters Environmental Studies
University of Richmond 1988 — 1991
International Studies-Russian
Alabama School of Fine Arts 1985 — 1988
H.S. diploma, Drama
Richard Pittman Richard Pittman's ClearPoint Financial Solutions Experience November 1988 - November 2009
Job Personal Development
Industry Nonprofit Organization Management
Experience
ClearPoint Financial Solutions November 1988 - November 2009
ByDesign 1988 - 2009
Skills
Financial Education, Community Outreach, Non-profits, Public Speaking, Nonprofits, Management, Fundraising, Grant Writing
Education
California State University-Los Angeles
BS, Business Administration/Finance
ClearPoint Financial Solutions November 1988 - November 2009
ByDesign 1988 - 2009
Skills
Financial Education, Community Outreach, Non-profits, Public Speaking, Nonprofits, Management, Fundraising, Grant Writing
Education
California State University-Los Angeles
BS, Business Administration/Finance
Christopher Lombardo Christopher Lombardo's ClearPoint Financial Solutions Experience December 2004 - August 2011
Job Supervisor at Starbucks
Industry Food & Beverages
Experience
Starbucks April 2013 - Present
Drico Recovery Services February 2012 - February 2013
ClearPoint Financial Solutions December 2004 - August 2011
ClearPoint Financial Solutions December 2004 - August 2011
ClearPoint Financial Solutions December 2004 - August 2011
Client Services Incorporated March 2004 - December 2004
May Department Stores June 1996 - November 2003
Organized Living November 1992 - June 1996
Skills
Strategy Development, New Business Development, Nonprofit Leadership, Team Building, Creative Problem Solving, Community Collaboration, Asset Development, Financial Education, Financial Coaching, Credit, Collections, Data Analysis, Public Speaking, Teamwork, Budgeting, Strategic Planning, Customer Relations, Customer Service, Non-profits, Microsoft Office, Coaching, Community Outreach, Fundraising, Media Relations, Excel, Analysis, Team Leadership, Forecasting, Business Strategy, Process Improvement, Problem Solving, Commercial Lending, Training, Employee Benefits, Mortgage Lending, Event Planning, Financial Services, Microsoft Excel, Budgets, Marketing, Collaboration, Negotiation, Leadership Development, Asset, Personal Finance, Loans, Retirement Planning, Financial Analysis, Banking, Credit Analysis
Education
Saint Louis University 1989 — 1991
Graduate School of Arts and Sciences
Wadhams Hall Seminary-College 1985 — 1989
BA, Philosophy, Religious Studies
Jamestown High School 1983 — 1985
Regents Diploma, Math, Music, Science
Starbucks April 2013 - Present
Drico Recovery Services February 2012 - February 2013
ClearPoint Financial Solutions December 2004 - August 2011
ClearPoint Financial Solutions December 2004 - August 2011
ClearPoint Financial Solutions December 2004 - August 2011
Client Services Incorporated March 2004 - December 2004
May Department Stores June 1996 - November 2003
Organized Living November 1992 - June 1996
Skills
Strategy Development, New Business Development, Nonprofit Leadership, Team Building, Creative Problem Solving, Community Collaboration, Asset Development, Financial Education, Financial Coaching, Credit, Collections, Data Analysis, Public Speaking, Teamwork, Budgeting, Strategic Planning, Customer Relations, Customer Service, Non-profits, Microsoft Office, Coaching, Community Outreach, Fundraising, Media Relations, Excel, Analysis, Team Leadership, Forecasting, Business Strategy, Process Improvement, Problem Solving, Commercial Lending, Training, Employee Benefits, Mortgage Lending, Event Planning, Financial Services, Microsoft Excel, Budgets, Marketing, Collaboration, Negotiation, Leadership Development, Asset, Personal Finance, Loans, Retirement Planning, Financial Analysis, Banking, Credit Analysis
Education
Saint Louis University 1989 — 1991
Graduate School of Arts and Sciences
Wadhams Hall Seminary-College 1985 — 1989
BA, Philosophy, Religious Studies
Jamestown High School 1983 — 1985
Regents Diploma, Math, Music, Science
Andrea Turnbull's ClearPoint Financial Solutions Experience May 2010 - December 2011
Job Funds Trading Administrator Offshore Transfer Agency at BNY Mellon
Industry Financial Services
Experience
BNY Mellon February 2013 - Present
BNY Mellon January 2012 - February 2013
ClearPoint Financial Solutions May 2010 - December 2011
Holiday Inn Express Dewitt July 2009 - January 2010
Skills
Customer Service, Hotels, Customer Satisfaction, Property Management..., Hospitality, Front Office, Microsoft Office, Microsoft Excel, Credit Counseling, ACH, Customer Retention, DebtPlus, Letter Writing, Debt Management, Financial Operations, Pension Administration, Disbursement, Negotiation, Time Management, Telephone Skills, rufus, Lotus Notes, Transfer Agency, Leadership, Finance, Banking
Education
Onondaga Community College 2008 — 2010
Associate of Arts (A.A.), Social Sciences, Art
CNS 2001 — 2004
Regents Honors
BNY Mellon February 2013 - Present
BNY Mellon January 2012 - February 2013
ClearPoint Financial Solutions May 2010 - December 2011
Holiday Inn Express Dewitt July 2009 - January 2010
Skills
Customer Service, Hotels, Customer Satisfaction, Property Management..., Hospitality, Front Office, Microsoft Office, Microsoft Excel, Credit Counseling, ACH, Customer Retention, DebtPlus, Letter Writing, Debt Management, Financial Operations, Pension Administration, Disbursement, Negotiation, Time Management, Telephone Skills, rufus, Lotus Notes, Transfer Agency, Leadership, Finance, Banking
Education
Onondaga Community College 2008 — 2010
Associate of Arts (A.A.), Social Sciences, Art
CNS 2001 — 2004
Regents Honors
Juan Omar Matos, CFEI's ClearPoint Financial Solutions Experience March 2015 - Present
Job Community Outreach Specialist/Educator at ClearPoint Financial Solutions
Industry Nonprofit Organization Management
Experience
ClearPoint Financial Solutions March 2015 - Present
University of Florida September 2013 - October 2014
CredAbility April 2008 - July 2012
Skills
Public Speaking, Training, Budgets, Coaching, Spanish, Banking, Strategic Planning, International Relations, Project Management, Public Relations, Bilingual-Spanish, Budgeting, New Business Development, Media Relations, Community Outreach, Nonprofits, Curriculum Development, Marketing, Team Building, Business Development, Program Development, Fundraising, Leadership Development, Leadership, Management
Education
Nova Southeastern University 1991 — 1993
Master of Business Administration (M.B.A.), International Business, Trade, and Tax Law
ClearPoint Financial Solutions March 2015 - Present
University of Florida September 2013 - October 2014
CredAbility April 2008 - July 2012
Skills
Public Speaking, Training, Budgets, Coaching, Spanish, Banking, Strategic Planning, International Relations, Project Management, Public Relations, Bilingual-Spanish, Budgeting, New Business Development, Media Relations, Community Outreach, Nonprofits, Curriculum Development, Marketing, Team Building, Business Development, Program Development, Fundraising, Leadership Development, Leadership, Management
Education
Nova Southeastern University 1991 — 1993
Master of Business Administration (M.B.A.), International Business, Trade, and Tax Law
Rachel Staines Rachel Staines's ClearPoint Financial Solutions Experience April 2009 - August 2009
Job Staff Law Clerk at Oregon Supreme Court
Industry Law Practice
Experience
Oregon Supreme Court August 2015 - Present
Lyons Lederer, LLP December 2014 - April 2015
Marion County District Attorney June 2013 - October 2014
Willamette University May 2013 - November 2013
Vircon October 2011 - August 2012
JPMorgan Chase March 2011 - October 2011
Northwestern Mutual June 2010 - March 2011
Motus Recruiting & Staffing October 2009 - December 2009
ClearPoint Financial Solutions April 2009 - August 2009
Indymac Bank October 2006 - September 2008
Skills
Talent Acquisition, Banking, Technical Recruiting, Software Development, SAP, Training, Quality Assurance, Internet Recruiting, Legal Writing, Legal Research, Editing, Self-starter, Organized with Strong..., Outstanding..., Superior Work Ethic
Education
Willamette University College of Law 2012 — 2015
Juris Doctor (J.D.), Law with a Business Law Certificate, Cum Laude
Portland State University - School of Business 2010 — 2011
B.A., Management, 3.79
California State University-Long Beach - College of Business Administration 2005 — 2009
B.A., International Business, Chinese Studies
Ming Chuan University 2008 — 2008
Certificate, Mandarin Chinese
Oregon Supreme Court August 2015 - Present
Lyons Lederer, LLP December 2014 - April 2015
Marion County District Attorney June 2013 - October 2014
Willamette University May 2013 - November 2013
Vircon October 2011 - August 2012
JPMorgan Chase March 2011 - October 2011
Northwestern Mutual June 2010 - March 2011
Motus Recruiting & Staffing October 2009 - December 2009
ClearPoint Financial Solutions April 2009 - August 2009
Indymac Bank October 2006 - September 2008
Skills
Talent Acquisition, Banking, Technical Recruiting, Software Development, SAP, Training, Quality Assurance, Internet Recruiting, Legal Writing, Legal Research, Editing, Self-starter, Organized with Strong..., Outstanding..., Superior Work Ethic
Education
Willamette University College of Law 2012 — 2015
Juris Doctor (J.D.), Law with a Business Law Certificate, Cum Laude
Portland State University - School of Business 2010 — 2011
B.A., Management, 3.79
California State University-Long Beach - College of Business Administration 2005 — 2009
B.A., International Business, Chinese Studies
Ming Chuan University 2008 — 2008
Certificate, Mandarin Chinese
Joe Gan Joe Gan's ClearPoint Financial Solutions Experience January 2008 - July 2014
Job IT Manager at Sansone Group
Industry Information Technology and Services
Experience
Sansone Group July 2014 - Present
ClearPoint Financial Solutions January 2008 - July 2014
DDA May 2003 - January 2008
Skills
Active Directory, Microsoft Exchange, VMware Infrastructure, Microsoft Office, Microsoft Servers, Windows, Symantec Endpoint..., Symantec Backup, Symantec Security, Sonicwall, Networking, System Administration, Voice and Data, Cisco Routers, Cisco UCS, Cisco Technologies, Windows Phone, iPhone, Android
Education
Hickey College 2000 — 2001
Associates, IT, A
Sansone Group July 2014 - Present
ClearPoint Financial Solutions January 2008 - July 2014
DDA May 2003 - January 2008
Skills
Active Directory, Microsoft Exchange, VMware Infrastructure, Microsoft Office, Microsoft Servers, Windows, Symantec Endpoint..., Symantec Backup, Symantec Security, Sonicwall, Networking, System Administration, Voice and Data, Cisco Routers, Cisco UCS, Cisco Technologies, Windows Phone, iPhone, Android
Education
Hickey College 2000 — 2001
Associates, IT, A
Chipo Marangwanda's ClearPoint Financial Solutions Experience February 2015 - Present
Job Director of Business Development West Coast Region || Pepperdine MBA Candidate
Industry Financial Services
Experience
ClearPoint Financial Solutions February 2015 - Present
City of Los Angeles Business Source Program / Vermont Slauson EDC February 2013 - February 2015
U.S. Bank January 2011 - April 2012
U.S. Bank December 2006 - January 2011
Skills
Sales Management, Customer Relations, Problem Solving, Customer Service, Banking, Coaching, Budgeting, Team Building, Budgets, Business Development, Business Strategy, Training, Management, Recruiting, Business Planning, Small Business Lending, Operations Management, Customer Satisfaction, Loans, Human Resources, Consumer Lending, Commercial Banking, Strategic Planning, Time Management, Small Business, Commercial Lending, Branch Banking, Credit Analysis, New Business Development, Relationship Management, Lines Of Credit, Credit, Branch Management, Public Speaking, Leadership
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2014 — 2017
Master of Business Administration (M.B.A.) -Finance, Business Administration and Management, General, Cumulative GPA 3.9
St. Cloud State University 2003 — 2006
Bachelor of Science, Finance and Marketing (Double Major), Cumulative GPA 3.87 Graduated with Summa Cum Laude Distinction Top 5%
National Development Council 2013 — 2015
Economic Development Certification, Economic Development
U.S. Bank Small Business Credit Analysis 2010 — 2010
Small Business Lending, Small Business Credit Analysis
Chase Small Business Credit Analysis 2014 — 2014
ClearPoint Financial Solutions February 2015 - Present
City of Los Angeles Business Source Program / Vermont Slauson EDC February 2013 - February 2015
U.S. Bank January 2011 - April 2012
U.S. Bank December 2006 - January 2011
Skills
Sales Management, Customer Relations, Problem Solving, Customer Service, Banking, Coaching, Budgeting, Team Building, Budgets, Business Development, Business Strategy, Training, Management, Recruiting, Business Planning, Small Business Lending, Operations Management, Customer Satisfaction, Loans, Human Resources, Consumer Lending, Commercial Banking, Strategic Planning, Time Management, Small Business, Commercial Lending, Branch Banking, Credit Analysis, New Business Development, Relationship Management, Lines Of Credit, Credit, Branch Management, Public Speaking, Leadership
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2014 — 2017
Master of Business Administration (M.B.A.) -Finance, Business Administration and Management, General, Cumulative GPA 3.9
St. Cloud State University 2003 — 2006
Bachelor of Science, Finance and Marketing (Double Major), Cumulative GPA 3.87 Graduated with Summa Cum Laude Distinction Top 5%
National Development Council 2013 — 2015
Economic Development Certification, Economic Development
U.S. Bank Small Business Credit Analysis 2010 — 2010
Small Business Lending, Small Business Credit Analysis
Chase Small Business Credit Analysis 2014 — 2014
ralph woolfolk III ralph woolfolk III's ClearPoint Financial Solutions Experience April 2014 - Present
Job Financial Advisor at ClearPoint Financial Solutions
Industry Financial Services
Experience
ClearPoint Financial Solutions April 2014 - Present
Keller Willams Realty 2012 - Present
robinson realty group March 2009 - Present
self employed 2005 - Present
AIG VALIC March 1999 - July 2007
Skills
Retirement, Uniform Combined State..., Retirement Planning, Series 7, IRAs, Fixed Annuities, Investments, Series 63, Wealth Accumulation, 401k Rollovers, Saving for Education, Series 6, Roth IRA, Variable Annuities, 401k
Education
Morehouse College 1977 — 1982
Bachelor of Arts (BA), PSYCHOLOGY
Oglethorpe University 1995 — 1997
certified financial planner program
ClearPoint Financial Solutions April 2014 - Present
Keller Willams Realty 2012 - Present
robinson realty group March 2009 - Present
self employed 2005 - Present
AIG VALIC March 1999 - July 2007
Skills
Retirement, Uniform Combined State..., Retirement Planning, Series 7, IRAs, Fixed Annuities, Investments, Series 63, Wealth Accumulation, 401k Rollovers, Saving for Education, Series 6, Roth IRA, Variable Annuities, 401k
Education
Morehouse College 1977 — 1982
Bachelor of Arts (BA), PSYCHOLOGY
Oglethorpe University 1995 — 1997
certified financial planner program
Megan (Megan McDuffie) Hagan Megan (Megan McDuffie) Hagan's ClearPoint Financial Solutions Experience April 2013 - May 2014
Job Prospect Research Specialist at Habitat for Humanity International
Industry Nonprofit Organization Management
Experience
Habitat for Humanity International October 2014 - Present
ClearPoint Financial Solutions April 2013 - May 2014
Southeastern Horticultural Society June 2012 - April 2013
California Trout, Inc. 2010 - 2011
CredAbility 2007 - 2010
The Swan Coach House / The Forward Arts Foundation 2006 - 2007
Global Health Action February 2005 - September 2006
The Georgia Trust for Historic Preservation 2002 - 2003
Skills
Prospect Research, Fundraising, Nonprofits, Event Planning, Volunteer Management, Budgets, Community Outreach, Volunteer Training, Volunteer Coordination, Fundraisers, Event Management, Marketing, Newsletters, Email Marketing, Constant Contact, Relationship Mapping, Vendor Management, Non-profit..., Volunteer Recruiting, Strategic Communications, Press Releases, Volunteering, Microsoft Office, Policy, Dreamweaver, Website Development, Marketing Strategy, Non-profits, Direct Mail, Generating Revenue, Donor Relations, MS Office Suite, SalesLogix, Auctions, Campaign Management, Software Training, Procedures Manuals, Budget Management, Vendor Relations, Non-profit..., Non-profit Marketing, Financial Reporting, Volunteer Leadership, Volunteer Development, Special Events, Grant Writing, Data Migration
Education
Georgia State University 1997 — 2002
B.A., Communications
Woodward Academy 1981 — 1997
Habitat for Humanity International October 2014 - Present
ClearPoint Financial Solutions April 2013 - May 2014
Southeastern Horticultural Society June 2012 - April 2013
California Trout, Inc. 2010 - 2011
CredAbility 2007 - 2010
The Swan Coach House / The Forward Arts Foundation 2006 - 2007
Global Health Action February 2005 - September 2006
The Georgia Trust for Historic Preservation 2002 - 2003
Skills
Prospect Research, Fundraising, Nonprofits, Event Planning, Volunteer Management, Budgets, Community Outreach, Volunteer Training, Volunteer Coordination, Fundraisers, Event Management, Marketing, Newsletters, Email Marketing, Constant Contact, Relationship Mapping, Vendor Management, Non-profit..., Volunteer Recruiting, Strategic Communications, Press Releases, Volunteering, Microsoft Office, Policy, Dreamweaver, Website Development, Marketing Strategy, Non-profits, Direct Mail, Generating Revenue, Donor Relations, MS Office Suite, SalesLogix, Auctions, Campaign Management, Software Training, Procedures Manuals, Budget Management, Vendor Relations, Non-profit..., Non-profit Marketing, Financial Reporting, Volunteer Leadership, Volunteer Development, Special Events, Grant Writing, Data Migration
Education
Georgia State University 1997 — 2002
B.A., Communications
Woodward Academy 1981 — 1997
Mathew Raczko's ClearPoint Financial Solutions Experience January 2007 - May 2014
Job Nursing Student
Industry Hospital & Health Care
Experience
ClearPoint Financial Solutions January 2007 - May 2014
Skills
Credit Analysis, Marketing, Customer Service, Leadership, Credit, Public Speaking, Banking
Education
Marylhurst University 2007 — 2009
MBA, Finance, 3.7
Heidelberg University 2001 — 2005
Heidelberg University 2001 — 2005
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.1
ClearPoint Financial Solutions January 2007 - May 2014
Skills
Credit Analysis, Marketing, Customer Service, Leadership, Credit, Public Speaking, Banking
Education
Marylhurst University 2007 — 2009
MBA, Finance, 3.7
Heidelberg University 2001 — 2005
Heidelberg University 2001 — 2005
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.1
Michele Pearce, CFRE's ClearPoint Financial Solutions Experience January 2014 - December 2014
Job Vice President of Development and Public Relations at Big Brothers Big Sisters of Metro Atlanta
Industry Fund-Raising
Experience
Big Brothers Big Sisters of Metro Atlanta January 2015 - Present
ClearPoint Financial Solutions January 2014 - December 2014
CredAbility April 2012 - December 2013
CredAbility January 2007 - April 2012
Synchronicity Performance Group 1997 - December 2006
Moving in the Spirit 2002 - 2005
Cool Girls 1999 - 2002
Big Brothers Big Sisters of Metro Atlanta 1995 - 1999
Skills
Fundraising, Grant Writing, Grants, Nonprofits, Philanthropy, Prospect Research, Community Outreach, Capital Campaigns, Coaching, Event Management, Public Relations, Program Development, Private Foundations, Leadership, Fundraisers, Non-profit Board..., Public Speaking, Planned Giving, Volunteer Management, Strategic Planning, Annual Giving, Non-profits, Event Planning, Program Management, Budgets, Community Development, Newsletters, Training, Stewardship, Board Development, Government, Non-profit..., Management, Resource Development, Donor Recognition, Annual Fund, Board Relations, Foundation relations, Managing development..., Corporate giving, Developing successful..., Prospect research and..., Development processes..., Donor data tracking and..., Individual giving..., Government grants, Staff development and..., Special Events, Creating donor materials, Leadership Development
Education
The University of Texas at Austin 1985 — 1989
BA. in Drama, Theatre
Big Brothers Big Sisters of Metro Atlanta January 2015 - Present
ClearPoint Financial Solutions January 2014 - December 2014
CredAbility April 2012 - December 2013
CredAbility January 2007 - April 2012
Synchronicity Performance Group 1997 - December 2006
Moving in the Spirit 2002 - 2005
Cool Girls 1999 - 2002
Big Brothers Big Sisters of Metro Atlanta 1995 - 1999
Skills
Fundraising, Grant Writing, Grants, Nonprofits, Philanthropy, Prospect Research, Community Outreach, Capital Campaigns, Coaching, Event Management, Public Relations, Program Development, Private Foundations, Leadership, Fundraisers, Non-profit Board..., Public Speaking, Planned Giving, Volunteer Management, Strategic Planning, Annual Giving, Non-profits, Event Planning, Program Management, Budgets, Community Development, Newsletters, Training, Stewardship, Board Development, Government, Non-profit..., Management, Resource Development, Donor Recognition, Annual Fund, Board Relations, Foundation relations, Managing development..., Corporate giving, Developing successful..., Prospect research and..., Development processes..., Donor data tracking and..., Individual giving..., Government grants, Staff development and..., Special Events, Creating donor materials, Leadership Development
Education
The University of Texas at Austin 1985 — 1989
BA. in Drama, Theatre
Gene Fitz's ClearPoint Financial Solutions Experience May 2004 - Present
Job CFO/Treasurer at ClearPoint Financial Solutions
Industry Financial Services
Experience
ClearPoint Financial Solutions May 2004 - Present
Diversitec December 1998 - May 2004
Fort James Corporation August 1994 - December 1998
Robertshaw Controls Company April 1989 - November 1992
Richfood, Inc. October 1987 - April 1989
Skills
Credit, Financial Modeling, Budgets, Financial Services, Strategic Planning, Process Improvement, Strategic Financial..., Financial Analysis
Education
The College of William and Mary - The Mason School of Business 2011 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General
Virginia Commonwealth University 1993 — 1995
Master's degree, Taxation
Virginia Polytechnic Institute and State University 1981 — 1985
Bachelor's degree, Accounting
ClearPoint Financial Solutions May 2004 - Present
Diversitec December 1998 - May 2004
Fort James Corporation August 1994 - December 1998
Robertshaw Controls Company April 1989 - November 1992
Richfood, Inc. October 1987 - April 1989
Skills
Credit, Financial Modeling, Budgets, Financial Services, Strategic Planning, Process Improvement, Strategic Financial..., Financial Analysis
Education
The College of William and Mary - The Mason School of Business 2011 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General
Virginia Commonwealth University 1993 — 1995
Master's degree, Taxation
Virginia Polytechnic Institute and State University 1981 — 1985
Bachelor's degree, Accounting
Tyler Schuldt's ClearPoint Financial Solutions Experience November 2010 - June 2012
Job Technical Project Management, EDI Coordination, Customer Requirements Discovery
Industry Legal Services
Experience
ABC Legal Services June 2012 - Present
Geeks Who Drink LLC January 2012 - July 2014
ClearPoint Financial Solutions November 2010 - June 2012
ClearPoint Financial Solutions August 2008 - November 2010
Two If by Seafoods June 2010 - July 2010
Skills
Project Management, Business Requirements, EDI, Public Speaking, Customer Service, Budgets, Microsoft Office, Strategic Planning, Non-profits, Editing, Data Analysis, Credit, Event Management, Media Relations, Active Directory, Coaching, Budget, Fundraising, Copywriting, Project Coordination, Requirements Gathering, Requirements Analysis, Outlook, Blogging, Microsoft Word, Nonprofits, Public Relations, Leadership
Education
Southwestern Oregon Community College 2006 — 2008
Associate of Arts (AA)
ABC Legal Services June 2012 - Present
Geeks Who Drink LLC January 2012 - July 2014
ClearPoint Financial Solutions November 2010 - June 2012
ClearPoint Financial Solutions August 2008 - November 2010
Two If by Seafoods June 2010 - July 2010
Skills
Project Management, Business Requirements, EDI, Public Speaking, Customer Service, Budgets, Microsoft Office, Strategic Planning, Non-profits, Editing, Data Analysis, Credit, Event Management, Media Relations, Active Directory, Coaching, Budget, Fundraising, Copywriting, Project Coordination, Requirements Gathering, Requirements Analysis, Outlook, Blogging, Microsoft Word, Nonprofits, Public Relations, Leadership
Education
Southwestern Oregon Community College 2006 — 2008
Associate of Arts (AA)
Amida Patel's ClearPoint Financial Solutions Experience 2004 - 2006
Job Talent Acquisition Specialist at Altria Client Services
Industry Marketing and Advertising
Experience
Altria Client Services December 2010 - Present
MWV November 2009 - April 2010
MWV October 2006 - April 2009
ClearPoint Financial Solutions 2004 - 2006
United Negro College Fund 2001 - 2004
Emergence 1999 - 2001
iXL December 1999 - June 2000
Skills
Strategic Planning, Management, Marketing, Online Marketing, Project Management, Marketing Strategy, Social Media, Digital Marketing, Marketing Communications, Marketing Research
Education
Virginia Commonwealth University 1998 — 2000
Communications, Advertising
Virginia Tech 1996 — 1996
N/A, Masters - Human Nutrition, Foods & Exercise
James Madison University 1992 — 1996
BS, Psychology
Freeman 1989 — 1992
Altria Client Services December 2010 - Present
MWV November 2009 - April 2010
MWV October 2006 - April 2009
ClearPoint Financial Solutions 2004 - 2006
United Negro College Fund 2001 - 2004
Emergence 1999 - 2001
iXL December 1999 - June 2000
Skills
Strategic Planning, Management, Marketing, Online Marketing, Project Management, Marketing Strategy, Social Media, Digital Marketing, Marketing Communications, Marketing Research
Education
Virginia Commonwealth University 1998 — 2000
Communications, Advertising
Virginia Tech 1996 — 1996
N/A, Masters - Human Nutrition, Foods & Exercise
James Madison University 1992 — 1996
BS, Psychology
Freeman 1989 — 1992
Gary Gaunt's ClearPoint Financial Solutions Experience October 2011 - January 2014
Job Internal Auditor at ClearPoint Financial Solutions
Industry
Experience
n/a March 2014 - Present
ClearPoint Financial Solutions October 2011 - January 2014
International Mission Baord January 2009 - 2010
International Mission Board 1996 - 2009
International Mission Board 1981 - 1996
Skills
Process Improvement, Strategic Planning, Microsoft Office, Budgets, Training, Accounting, Internal Controls, Leadership, Auditing, Internal Audit, Nonprofits, Risk Management, Coaching, Purchasing, Team Building, Organizational..., Leadership Development, Financial Audits, Negotiation, Management, Team Leadership, Vendor Management, Interviews
Education
Southwestern Oklahoma State University 1971 — 1976
BS, BS Business/Hospital Administration
Woodward High School
n/a March 2014 - Present
ClearPoint Financial Solutions October 2011 - January 2014
International Mission Baord January 2009 - 2010
International Mission Board 1996 - 2009
International Mission Board 1981 - 1996
Skills
Process Improvement, Strategic Planning, Microsoft Office, Budgets, Training, Accounting, Internal Controls, Leadership, Auditing, Internal Audit, Nonprofits, Risk Management, Coaching, Purchasing, Team Building, Organizational..., Leadership Development, Financial Audits, Negotiation, Management, Team Leadership, Vendor Management, Interviews
Education
Southwestern Oklahoma State University 1971 — 1976
BS, BS Business/Hospital Administration
Woodward High School
Jordan Schildcrout's ClearPoint Financial Solutions Experience January 2013 - Present
Job Manager of Research and Development at ClearPoint Financial Solutions
Industry
Experience
ClearPoint Financial Solutions January 2013 - Present
ClearPoint Financial Solutions May 2009 - December 2012
Education
Indiana University - Kelley School of Business 2001 — 2005
Bachelor's degree, Finance, Entrepreneurship, Music
ClearPoint Financial Solutions January 2013 - Present
ClearPoint Financial Solutions May 2009 - December 2012
Education
Indiana University - Kelley School of Business 2001 — 2005
Bachelor's degree, Finance, Entrepreneurship, Music