Confident Financial Solutions, Inc. (CFS)

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Confident Financial Solutions, Inc. (CFS) Employees

Employee
Years
Job
Industry
Ben Jacobson Ben Jacobson Boulder, Colorado Details
Ben Jacobson's Confident Financial Solutions, Inc. (CFS) Experience February 2014 - Present
Job Purveyor of Software Development
Industry Computer Software
Experience
Confident Financial Solutions, Inc. (CFS)   February 2014 - Present
Collective IP   November 2011 - January 2014
LinkSmart, Inc.   October 2010 - February 2012
University of Colorado at Boulder  August 2009 - December 2010
Microsoft  May 2010 - August 2010
Apigy Inc.   April 2009 - April 2010
University of Colorado at Boulder  August 2008 - May 2009
Rally Software Development  December 2007 - August 2008
University of Colorado at Boulder  February 2007 - May 2008

Skills
Ruby on Rails, Energetic team player, Synergies, jQuery, Web Development, Start-ups, Analytics

Education
University of Colorado Boulder   2006 — 2010
BS

Ed Barry Ed Barry Phoenix, Arizona Area Details
Ed Barry's Confident Financial Solutions, Inc. (CFS) Experience June 2014 - Present
Job Chief Financial & Risk Officer at Confident Financial Solutions, Inc. (CFS)
Industry Financial Services
Experience
Confident Financial Solutions, Inc. (CFS)   June 2014 - Present
GO Financial  June 2013 - May 2014
DriveTime  December 1997 - June 2013
Arizona Health Care Cost Containment System (AHCCCS)   May 1996 - December 1997

Skills
Microsoft Excel, VBA, SQL, Microsoft SQL Server, PowerPoint, Access, Microsoft Word, Microsoft Office, MS Excel Pivot Tables, Budgets, Finance, Strategic Financial..., Analysis, Accounting, Financial Planning, Financial Reporting, Forecasting, Financial Analysis

Education
Arizona State University   1994 — 1996
Master of Business Administration (MBA), Finance, General

Arizona State University   1986 — 1990
Bachelor of Science (BS), Accounting

Andrew Lampert Andrew Lampert Boulder, Colorado Details
Andrew Lampert's Confident Financial Solutions, Inc. (CFS) Experience March 2015 - Present
Job Junior Software Developer at Confident Financial Solutions, Inc. (CFS)
Industry Information Technology and Services
Experience
Confident Financial Solutions, Inc. (CFS)   March 2015 - Present
DaVinci Coders   May 2015 - August 2015
Human Design  July 2014 - November 2014
Markit  June 2014 - June 2014
RefactorU  April 2014 - June 2014
Dwango corp   August 2012 - August 2013
BizReach   October 2011 - June 2012
Private Instructor, Translator   March 2011 - October 2011
Japan Exchange and Teaching Program(me) (JET)   August 2007 - July 2010

Skills
Japanese, CSS, Web Design, JavaScript, Social Media, Git, jQuery, HTML, Ruby, Web Development, Blogging, Copywriting, HTML5, Ruby on Rails, Translation, Localization, Customer Service, Newsletters, Node.js, Interpretation, Editing, Customer Support, Web Operations, Web Research and..., Facebook, Email Marketing

Education
早稲田大学 / Waseda University   2011 — 2011
Japanese Language and Literature

Kai Japanese Language School   2011 — 2011
Japanese

Yamasa Language Institute   2010 — 2011
Japanese

University of Missouri-Columbia   2003 — 2007
Interdisciplinary Studies, East Asian Studies, Cultural Geography, Japanese

Kaeli Mathes Kaeli Mathes Boulder, Colorado Details
Kaeli Mathes's Confident Financial Solutions, Inc. (CFS) Experience February 2015 - Present
Job Customer Care and Loan Operations Specialist
Industry Financial Services
Experience
Confident Financial Solutions, Inc. (CFS)   February 2015 - Present
Target  November 2013 - February 2015
Whole Foods Market  May 2012 - February 2013
Epically Fun English   September 2010 - January 2012
Illinois Wesleyan University  December 2006 - June 2010
Home Sweet Home Ministries Homeless Shelter   August 2009 - January 2010
Astellas Pharma  May 2008 - September 2009

Skills
International Sales, Advertising, Online Advertising, Outdoor Advertising, Management, Team Leadership, Teaching English as a..., Waitressing, Bartending, Sales Commission, Financial Accounting, Hiring Personnel, Pharmaceutical Industry, Psychology, Editing, Customer Service, Employee Training, Sales, Leadership, Public Relations, Public Speaking, Program Management, English, Microsoft Excel, PowerPoint, Research, Time Management

Education
Illinois Wesleyan University   2006 — 2010
Bachelor of Arts (B.A.), Psychology

Chad Burge, MBA, CPA Chad Burge, MBA, CPA Greater Denver Area Details
Chad Burge, MBA, CPA's Confident Financial Solutions, Inc. (CFS) Experience April 2015 - Present
Job Controller at Confident Financial Solutions, Inc. (CFS)
Industry Financial Services
Experience
Confident Financial Solutions, Inc. (CFS)   April 2015 - Present
Threemile Canyon Farms   February 2014 - April 2015
Exelis  October 2012 - February 2014
Northrop Grumman Information Systems  September 2010 - September 2012
Lockheed Martin  May 2009 - September 2010
BKD, LLP  January 2008 - April 2009
Kiesling Associates LLP  December 2005 - January 2008

Skills
Process Improvement, Forecasting, Accounting, Microsoft Excel, Management, Cross-functional Team..., Financial Analysis, US GAAP, Earned Value Management, Variance Analysis, Analysis, Financial Reporting, Finance, Internal Controls, Financial Modeling, Cost Accounting, Budgets, Auditing, Business Intelligence, Data Analysis, Project Management, SQL, VBA, Information Technology, Change Management, Team Building, Corporate Finance, Strategy, Sarbanes-Oxley Act, Leadership, Program Management, Project Planning, Financial Accounting, Business Process, Training, Financial Audits, Managerial Finance, Integration, Accounts Receivable, Strategic Planning

Education
Indiana University - Kelley School of Business   2010 — 2012
Masters of Business Administration, MBA

University of Colorado Colorado Springs   2002 — 2008
Bachelors of Science in Business, Finance & Accounting

Kevin Cawley Kevin Cawley Boulder, Colorado Details
Kevin Cawley's Confident Financial Solutions, Inc. (CFS) Experience February 2014 - Present
Job Mentor at Galvanize Inc
Industry Computer Software
Experience
Confident Financial Solutions, Inc. (CFS)   February 2014 - Present
Galvanize Inc  January 2014 - Present
Birdbox   March 2012 - December 2013
LinkSmart, Inc.   December 2009 - March 2012
Collective IP   November 2011 - 2012
socialeyes   May 2008 - December 2009
NewsGator   May 2006 - June 2008
Pinpoint Technologies, Inc.   2001 - 2003

Skills
Product Management, Ruby on Rails, Ruby, Mobile Applications, SaaS, Agile Methodologies, Mobile Devices, Start-ups, Architecture, Python, Entrepreneurship, Web Applications, SEO, Architectures, Cloud Computing, Git

Education
University of Colorado at Boulder   1999 — 2001
Masters, Computer Science

The University of Texas at Austin   1988 — 2001
BS, Mechanical Engineering

David Carmichael David Carmichael Boulder, Colorado Details
David Carmichael's Confident Financial Solutions, Inc. (CFS) Experience September 2015 - Present
Job Business Administrative Associate at Confident Financial Solutions, Inc. (CFS)
Industry Marketing and Advertising
Experience
Confident Financial Solutions, Inc. (CFS)   September 2015 - Present
Syracuse University  February 2014 - June 2015
Syracuse University  January 2015 - May 2015
Delta Kappa Epsilon International Fraternity  April 2014 - December 2014
Health & Medicine Policy Research Group  June 2014 - September 2014
Syracuse University  January 2014 - May 2014
Delta Kappa Epsilon International Fraternity  September 2012 - May 2013
Evanston Golf Club  May 2011 - August 2012

Skills
Microsoft Office, HTML, Project Management, Microsoft Excel, Research, Social Media, Data Analysis, PowerPoint, Public Speaking, Photoshop, Microsoft Word, Social Networking, Public Policy, Facebook, Event Planning, Leadership, Editing, Fundraising, Teamwork, Customer Service, Marketing, Management, Social Media Marketing, Blogging, Time Management

Education
Syracuse University   2011 — 2015
Bachelor of Science (B.S.), Public Health

Instituto Internacional de Madrid   2013 — 2013
3 Credits, Managing in a Global Setting

Travis Cargile Travis Cargile Lubbock, Texas Details
Travis Cargile's Confident Financial Solutions, Inc. (CFS) Experience June 2015 - Present
Job Areas Sales & Account Manager @ Confident Financial Solutions
Industry Financial Services
Experience
Confident Financial Solutions, Inc. (CFS)   June 2015 - Present
Automotive Marketing Solutions   January 2009 - May 2015

Education
Hardin-Simmons University
International Business/Trade/Commerce

Texas Tech University
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services

Peter J. Bach Peter J. Bach Jersey City, New Jersey Details
Peter J. Bach's Confident Financial Solutions, Inc. (CFS) Experience May 2015 - Present
Job Group Account Manager at Confident Financial Solutions, Inc. (CFS)
Industry E-Learning
Experience
Confident Financial Solutions, Inc. (CFS)   May 2015 - Present
FindThatCourse   March 2013 - Present
JPMorgan Chase  June 2011 - March 2013
Medical Angels   June 2009 - August 2009
Veridian Consultants, LLC   June 2009 - August 2009

Skills
Start-ups, Business Development, Digital Marketing, Social Media Marketing, Marketing Strategy, Marketing, Data Analysis, Customer Service, Sales, Salesforce.com, Economics, Business Analysis, Building Relationships, Public Speaking, Leadership, Compliance, New Business Development, Operations Management

Education
Bucknell University   2006 — 2010
Economics, Business, Philosophy

Leonia High School   2002 — 2006

Tony Orlando Tony Orlando Greater New York City Area Details
Tony Orlando's Confident Financial Solutions, Inc. (CFS) Experience June 2015 - Present
Job Vice President Partner Development at Confident Financial Solutions, Inc. (CFS)
Industry Automotive
Experience
Confident Financial Solutions, Inc. (CFS)   June 2015 - Present
Kia Motors America  March 2014 - June 2015
Kia Motors America  October 2012 - February 2014
TrueCar, Inc.   March 2009 - October 2012
Chrysler  February 2008 - March 2009
Chrysler LLC  November 2006 - February 2008
DaimlerChrysler  January 2006 - November 2006
DaimlerChrysler  March 2003 - January 2006
DaimlerChrysler  July 2002 - March 2003
DaimlerChrysler  June 2000 - July 2002

Skills
Automotive, Vehicles, Profit, Sales Management, Customer Satisfaction, Team Building, Automobile, Customer Retention, Forecasting, Product Development, Strategic Planning, Automotive Aftermarket, New Business Development, Sales Operations, Dealers, B2B, Customer Service, Sales, Training, Sales Process, Selling, Negotiation, Cross-functional Team..., Parts, Marketing, Competitive Analysis, Market Analysis, Management, Marketing Strategy, Leadership

Education
University of Mary Washington   1997 — 2000
BS, Business Administration/Marketing

Julie Saeger Julie Saeger Southlake, Texas Details
Julie Saeger's Confident Financial Solutions, Inc. (CFS) Experience June 2015 - Present
Job Areas Sales and Account Manager at Confident Financial Solutions, Inc. (CFS)
Industry Automotive
Experience
Confident Financial Solutions, Inc. (CFS)   June 2015 - Present
Who's Calling  November 2011 - Present
Who's Calling  July 2007 - Present
Who's Calling  July 2007 - October 2011

Skills
Lead Generation, Sales Process, Online Advertising, Advertising, Digital Marketing, Social Media Marketing, PPC, Mobile Marketing, Start-ups, SEM, SEO, Account Management, Email Marketing, Digital Media, Interactive Marketing, Salesforce.com, New Business Development, B2B, Advertising Sales, Sales Management, Marketing Strategy, Selling, Strategy, Strategic Partnerships, Online Marketing

Education
Angelo State University   1993 — 1997
BBA, Fiance

Angelo State University   1983 — 1987
BBA in Finance, Finance with Real Estate

Darra Olson Darra Olson Greater Denver Area Details
Darra Olson's Confident Financial Solutions, Inc. (CFS) Experience March 2015 - Present
Job Business Technology Analyst
Industry Information Technology and Services
Experience
Confident Financial Solutions, Inc. (CFS)   March 2015 - Present
RBC  October 2014 - March 2015
US Bank  February 2012 - October 2014
US Bank  October 2010 - February 2012
US Bank  June 2008 - October 2010
US Bank  January 2007 - June 2008
State of Minnesota  November 2005 - January 2007
State of Minnesota  December 2001 - November 2005

Skills
SDLC, Visio, Business Analysis, Requirements Gathering, SharePoint, Requirements Analysis, Process Improvement, Business Requirements, Documentation, RUP, Analysis, Banking, Cross-functional Team..., Product Management, Project Planning, Change Management, Team Leadership, Word, Problem Solving, User Experience, PowerPoint, Information Architecture, Software Documentation, Project Management, Vendor Management, Agile Methodologies, Program Management

Education
College of St. Benedict
BA, Psychology

Jenifer Whitlow-Tripp Jenifer Whitlow-Tripp Dallas/Fort Worth Area Details
Jenifer Whitlow-Tripp's Confident Financial Solutions, Inc. (CFS) Experience June 2015 - Present
Job Partner Development Manager at Confident Financial Solutions, Inc. (CFS)
Industry Telecommunications
Experience
Confident Financial Solutions, Inc. (CFS)   June 2015 - Present
Ricoh Americas Corporation  June 2009 - April 2013
The Transsynergy Group  March 2005 - March 2008
Verizon  May 2001 - November 2003
Verizon  November 1999 - May 2001
Verizon  June 1995 - November 1999
GTE/Verizon  1988 - 1992

Skills
Marketing Communications, Account Management, Marketing Strategy, Cross-functional Team..., Sales Management, Salesforce.com, B2B, Sales Process, Call Centers, Management, Team Leadership, Business Development, Customer Satisfaction, Telecommunications, Sales, CRM, Strategy, Customer Service, Leadership, New Business Development, Customer Retention, Training, Cold Calling, Direct Sales, Product Development, Solution Selling, Sales Operations

Education
Angelo State University   1982 — 1986
BBA, Marketing

Weston Platter Weston Platter Boulder, Colorado Details
Weston Platter's Confident Financial Solutions, Inc. (CFS) Experience February 2015 - Present
Job Data Scientist & Developer
Industry Computer Software
Experience
Confident Financial Solutions, Inc. (CFS)   February 2015 - Present
UnitedHeath Group  September 2014 - January 2015
Eventblimp, Inc.   June 2014 - August 2014
Venture IO   January 2014 - May 2014
think602   June 2012 - January 2014
Novu LLC  October 2012 - May 2013
Oracle  December 2011 - March 2012
Infinite Campus  May 2011 - December 2011
Ellerbe Becket (AECOM)   September 2009 - December 2010

Skills
Ruby on Rails, JavaScript, Git, HTML, Agile Methodologies, jQuery, Matlab, Ruby, Project Management, SQL, Distributed Systems, Web Applications, Management, Databases

Education
University of Minnesota-Twin Cities   2007 — 2012
BME, Mechanical Engineering

Trinity

Mike Lusby Mike Lusby Belton, Texas Details
Mike Lusby's Confident Financial Solutions, Inc. (CFS) Experience March 2015 - Present
Job Area Sales and Account Manager Confident Financial Solutions
Industry Financial Services
Experience
Confident Financial Solutions, Inc. (CFS)   March 2015 - Present
Wells Fargo Dealer Services  April 2013 - August 2014
AutoTrader.com  October 2010 - April 2013
Citi  March 2010 - October 2010
Wells Fargo Auto Finance  October 2004 - December 2008

Skills
Sales, Loans, Automotive, Credit, Credit Analysis, Relationship Management, Portfolio Management, Sales Presentations, Business Relationship..., Strategy, Team Leadership, Team Management, Selling, Program Management

Education
Texas State University

Tom Cannata Tom Cannata Greater New York City Area Details
Tom Cannata's Confident Financial Solutions, Inc. (CFS) Experience September 2015 - Present
Job VP East Coast Sales
Industry Automotive
Experience
Confident Financial Solutions, Inc. (CFS)   September 2015 - Present
CANNATA Consulting, Inc   February 2010 - December 2010
Kia Motors America  August 2009 - February 2010
J.D.Power & Associates   2006 - 2008
BRASS CITY HYUNDAI   2006 - 2007
MSX International  2005 - 2006
Dealer Training Solutions   2005 - 2006
DAIMLERCHRYSLER MOTORS COMPANY, LLC   January 1992 - January 2005
DAIMLERCHRYSLER MOTORS COMPANY, LLC   January 1992 - January 2002
Chrysler  1981 - 2001

Skills
Automotive, Customer Satisfaction, Sales Management, Retail, Process Engineering, Operations Management, Automobile

Education
University of New Haven   1971 — 1975
BS, Criminal Justice