Corefino, Inc.

Industry: Software company

Description

Founded: 2004

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Corefino, Inc. Employees

Employee
Years
Job
Industry
Bo Brustkern Bo Brustkern Denver, Colorado Details
Bo Brustkern's Corefino, Inc. Experience November 2005 - November 2006
Job CoFounder & CEO of NSR Invest
Industry Financial Services
Experience
NSR Invest   March 2015 - Present
LendIt Conference   January 2013 - Present
Arcstone Valuation   December 2006 - Present
Spark Boulder  December 2013 - Present
Entrepreneurs' Organization  October 2009 - Present
Fair Value Forum   January 2008 - Present
Lend Academy Investments   September 2013 - March 2015
Corefino, Inc.   November 2005 - November 2006
Rustic Canyon Partners  June 2000 - August 2005
BACE Industries   1997 - 1998

Skills
Venture Capital, Start-ups, Entrepreneurship, Mergers & Acquisitions, Valuation, Private Equity, Investments, Corporate Finance, Mergers, Capital Markets, Financial Modeling, Strategy, Corporate Development, M&A experience, Business Strategy, Business Valuation, Angel Investing, Portfolio Management, Capital Raising, Business Development, Executive Management, Funding, Equity Research, Acquisitions, IPO, Private Placements, Investor Relations, Restructuring, Securities, Equities, Strategic Alliances, Business Process..., Investment Banking, Financial Analysis, Emerging Markets, Due Diligence, Leadership, Alternative Investments, Asset Management, Venture Financing, Hedge Funds, Strategic Partnerships, Business Modeling, Entrepreneurial Finance, P2P, Credit Analysis, Awesomeness, General Awesomeness

Education
Anderson School at UCLA   1999 — 2001
MBA

Dartmouth College   1991 — 1995
BA

Charles Wright Academy   1982 — 1991

Jay Shah Jay Shah San Francisco Bay Area Details
Jay Shah's Corefino, Inc. Experience March 2009 - October 2009
Job Chief Operating Officer at Personal Capital
Industry Financial Services
Experience
Personal Capital  August 2012 - Present
Personal Capital  October 2009 - Present
Ellie Mae  November 2014 - Present
Ellie Mae  March 2012 - October 2014
Corefino, Inc.   March 2009 - October 2009
E-LOAN, Inc.   June 2005 - February 2009
E-LOAN, Inc.   March 2004 - June 2005
Myers Internet, Inc.   December 2003 - February 2004
Myers Internet, Inc.   February 2000 - December 2003
Provident Funding Associates, L.P. (PFA)   October 1998 - February 2000

Skills
Vendor Management, Software Development, Business Strategy, Project Management, Process Engineering, Operations Management, Cloud Computing, SaaS, Process Improvement, Business Intelligence, Program Management, Product Management, Start-ups, Strategic Planning, IT Strategy, Business Analysis, SDLC, Business Process..., Integration, Information Technology, Product Development, Cross-functional Team..., Enterprise Software, Executive Management, Leadership, Business Process..., Strategy, Risk Management, Analysis, Entrepreneurship, Telecommunications, Quality Assurance

Education
Stanford University Graduate School of Business
Customer-Focused Innovation

University of California, Santa Barbara   1988 — 1991
BA, Business Economics, concentration in Accounting

Erin Jennings Erin Jennings San Francisco Bay Area Details
Erin Jennings's Corefino, Inc. Experience January 2007 - October 2008
Job Director of Finance at Quantifind, Inc.
Industry Information Technology and Services
Experience
Quantifind, Inc.   November 2014 - Present
Posiq, Inc.   January 2010 - Present
Liquid Robotics  May 2012 - November 2014
Magellan GPS  November 2007 - April 2012
Corefino, Inc.   January 2007 - October 2008
FusionOne, Inc.   June 1999 - January 2007
Hewlett Packard (Verifone)   October 1997 - June 1999
Rational Software (Pure Atria)   1996 - 1997
NetManage, Inc.   1993 - 1996

Skills
Investor Relations, Process Improvement, Budgets, Strategic Financial..., Accounting, Financial Reporting, Revenue Recognition, Corporate Development, Human Resources, Forecasting, Start-ups, Mergers, Mergers & Acquisitions, Finance, Strategy, Financial Analysis, Leadership, Management, SaaS, Executive Management, Sales, Negotiation, Financial Planning

Education
Golden Gate University
MBA

University of Idaho
BS, Accounting

Tushar Montaño Tushar Montaño San Francisco Bay Area Details
Tushar Montaño's Corefino, Inc. Experience August 2008 - August 2010
Job Sr. Product Manager, Predictive Analytics at Domo, Inc.
Industry Information Technology and Services
Experience
Domo, Inc.   December 2014 - Present
VentureSoft Global  August 2013 - December 2014
eBay  March 2012 - August 2013
Walmart.com  August 2010 - February 2012
Corefino, Inc.   August 2008 - August 2010
Paxent Technologies   March 2007 - August 2008
Macrovision  February 2005 - March 2007
PeopleSoft  September 1999 - January 2005
State of New Mexico  March 1998 - September 1999
Sybase, Inc.   March 1992 - February 1998

Skills
Vendor Management, Strategic Planning, Business Development, Strategy, Sales, Product Management, Competitive Analysis, Professional Services, Business Intelligence, Entrepreneurship, E-commerce, Analytics, CRM, Training, Mergers & Acquisitions, Cloud Computing, Salesforce.com, SaaS, Business Strategy, Program Management, Mobile Devices, Big Data, Product Marketing, Enterprise Software, Agile Methodologies, Marketing, Executive Management, Leadership, Start-ups, Product Requirements, Data Warehousing, Project Management, Web Analytics, Mobile Applications, Strategic Partnerships, Team Building, Product Lifecycle..., Scrum, Product Development, User Experience, Management, Software Lifecycle..., Cross-functional Team..., Agile Project Management, Customer Satisfaction, Team Management, Budgets, Product Launch, Go-to-market Strategy, Demand Generation

Education
The University of New Mexico   1977 — 1981
Physics, Music, English

Charles Higgins Charles Higgins Portland, Oregon Details
Charles Higgins's Corefino, Inc. Experience 2009 - 2010
Job VP of Marketing at Nouvola
Industry Computer Software
Experience
Nouvola   August 2014 - Present
Bricolage Ventures, LLC   2006 - 2014
Corefino, Inc.   2009 - 2010
Team Coaching International   March 2008 - May 2009
Distributed Energy Management  2009 - 2009
Rent-A-Relative   2002 - 2005
NaturalMessaging   2001 - 2002
Geotrust  1999 - 2001

Skills
Start-ups, Entrepreneurship, Strategy, Business Development, Business Strategy, Strategic Partnerships, SaaS, Consulting, Product Management, Management, Account Management, Sales Process, Marketing, Mergers & Acquisitions, Business Planning, Venture Capital, Executive Management, Sales, Professional Services, Mobile Technology, Team Building, Finance, Due Diligence, Management Consulting, Cloud Computing, Executive Coaching, B2B, Coaching, Investments, Marketing Strategy, Social Media Marketing, Marketing Automation

Education
Team Coaching Institute   2007 — 2007
Certified Team Coach, Executive Team Coaching

Pacific Northwest College of Art   2002 — 2004
BFA, Art

Microsoft Certification   1995 — 1996
MCSE, Microsoft certified system enginee

University of California, Berkeley, Haas School of Business   1976 — 1980
BS, Business/Psych

Tom Ransom Tom Ransom San Francisco Bay Area Details
Tom Ransom's Corefino, Inc. Experience January 2004 - October 2007
Job Marketing Geek (Consultant) working with earlystage companies to tell their story
Industry Marketing and Advertising
Experience
One Big Idea   September 1996 - Present
Corefino, Inc.   January 2004 - October 2007
Cardinal Technologies  December 1994 - September 1996
Truevision, Inc   July 1991 - November 1994
Harris Corp, Broadcast Div   1980 - 1986

Skills
Start-ups, Product Marketing, Integrated Marketing, Strategic Planning, Business Strategy, Online Advertising, Marketing Strategy, Cloud Computing, Marketing Communications, Lead Generation, SaaS, Account Management, Forecasting, Strategic Partnerships, Solution Selling

Education
Purdue University   1970 — 1976
BS, Business Administration

Ethan Parker Ethan Parker Austin, Texas Details
Ethan Parker's Corefino, Inc. Experience March 2009 - July 2009
Job Founder & President at Treble
Industry Public Relations and Communications
Experience
Treble   April 2013 - Present
BOCA Communications  October 2012 - April 2013
BOCA Communications  August 2011 - October 2012
BOCA Communications  2011 - 2011
Corefino, Inc.   March 2009 - July 2009
Schwartz Communications  February 2008 - November 2008
The Red Consultancy   April 2007 - February 2008
Schwartz Communications  March 2005 - March 2007
Townsend and Townsend and Crew LLP  October 2003 - March 2005
Blattel Communications  May 2002 - November 2002

Skills
Web 2.0, SaaS, Servers, Green Technology, Software, Social Media, B2B, Strategic Planning, Analyst Relations, Media Relations, Public Relations, Marketing Communications, Strategic Media..., Press Material..., Pitching Media, Press Release..., Press Release..., Composing Press Releases, Press Briefings, Executive Visibility, Company Launch, Early Stage Companies, Press Releases, Strategic Communications, Start-ups, Marketing, Marketing Strategy, Message Development, Editing, Crisis Communications, Corporate Communications, Publicity, Thought Leadership, Publishing, Messaging

Education
University of Huddersfield   2010 — 2011
MBA, International Marketing

Santa Clara University   1995 — 1999
B.S., Marketing

Richard Friedman, CPA, CGMA, MBA Richard Friedman, CPA, CGMA, MBA Greater Seattle Area Details
Richard Friedman, CPA, CGMA, MBA's Corefino, Inc. Experience November 2006 - September 2008
Job Accounting Manager at HTC Financial Solutions
Industry Accounting
Experience
HTC Financial Solutions   June 2013 - Present
Richard Friedman, CPA   1971 - 2015
Richard Friedman, CPA   1971 - 2015
Evergreen Risk Management   April 2012 - November 2012
The Stratford Company  October 2010 - May 2011
Evergreen Collateral Consulting   2010 - 2010
Exigen Group  October 2008 - January 2009
Corefino, Inc.   November 2006 - September 2008
Northwest Behavioral Services   2006 - 2007
Olympic Health Management  2006 - 2006

Skills
Microsoft Office, Accounting, Quickbooks, Forecasting, Budgeting, Financial Reporting, Financial Analysis, Financial Management, Financial Modeling, Excel, Microsoft Excel, QuickBooks, Budgets, Leadership, Internal Controls, Revenue Recognition, Process Improvement, Finance

Education
Stanford University Graduate School of Business   1966 — 1968
MBA, Accounting

Dartmouth College   1962 — 1966
BA, Economics

Anita Marks Anita Marks San Francisco Bay Area Details
Anita Marks's Corefino, Inc. Experience November 2008 - March 2010
Job Controller at Bay City Boiler and Engineering Co., Inc.
Industry Accounting
Experience
Bay City Boiler and Engineering Co., Inc.   March 2012 - Present
Robert Half Finance & Accounting  June 2011 - November 2012
Corefino, Inc.   November 2008 - March 2010
Corefino, Inc.   February 2006 - March 2010
Corefino, Inc.   February 2006 - July 2007
Mendocino Software  January 2004 - February 2006
PulmonX  December 2003 - January 2004

Skills
Human Resources, Internal Controls, Management, Manuals, Payroll, Process Improvement, Revenue Recognition, Sop, Account Reconciliation, Accounting, Accounts Payable, Accounts Receivable, Auditing, Business Process..., Change Management, Due Diligence, GAAP, Managerial Finance, Financial Statements, Financial Analysis, Budgets

Education
University of Phoenix   2003 — 2005
BS, Accounting

De Anza College   1992 — 1998
AA, Accounting

Susan Steele Susan Steele San Francisco Bay Area Details
Susan Steele's Corefino, Inc. Experience July 2007 - April 2009
Job Head of Business Administration at TinyCo
Industry Computer Games
Experience
TinyCo  June 2015 - Present
TinyCo  September 2011 - May 2015
Tapulous (a wholly owned subsidiary of The Walt Disney Company)   February 2010 - September 2011
Corefino, Inc.   July 2007 - April 2009
Agami Systems  May 2006 - May 2007
ITM Software (Acquired by BMC)   January 2002 - April 2006
NexPrise (Acquired by Ventro)   October 1999 - September 2001

Skills
Recruiting, Human Resources, Start-ups, Applicant Tracking..., Product Management, Performance Management, Accounting, Employee Stock Options, Office Management, ADP HRB, ADP Payroll, Benefits Analysis, CRM, Ceridian Payroll System, Cross-functional..., Due Diligence, Legal Compliance, Paychex, PEO, QuickBooks, SAP, SharePoint, Employee Benefits, Payroll, Onboarding, Budgets, Personnel Management, HRIS, Interviews, Management, Strategy

Education
California State University-Long Beach - College of Business Administration
BS, Business Administration

Lydia Tate Lydia Tate Dallas/Fort Worth Area Details
Lydia Tate's Corefino, Inc. Experience July 2007 - May 2009
Job Experienced Accounting and Finance Professional
Industry Accounting
Experience
BAXXIAN   October 2010 - Present
Aggregate Knowledge  April 2012 - August 2013
Dollamur L.P.   September 2011 - June 2012
Corefino, Inc.   July 2007 - May 2009
Starvox Communications, Inc   October 2006 - July 2007
Tvia, Inc.   May 2006 - October 2006
Cody Electronics, Inc   December 2003 - July 2005
Trend Technologies, Inc.   June 2002 - September 2003
Ramp Networks, Inc.   September 1995 - September 2001
Ra-Tek Precision Sheet Metal, Inc.   July 1992 - September 1995

Skills
Accounting, Financial Reporting, GAAP, Accounting System, Revenue Recognition, Forecasting, Cash Flow, Mergers, Budgets, SEC filings, Financial Analysis, Managerial Finance, Finance, Financial Modeling, Start-ups, Consolidations, Accounts Payable, Accounts Receivable, Multi-state Payroll..., Cost Accounting, Managing Processes

Education
Cubberley High School

Foothill College
AA, Accounting

San Jose State University
BS, Accounting/Finance

Teresa Katonka Teresa Katonka Greater New York City Area Details
Teresa Katonka's Corefino, Inc. Experience August 2009 - March 2010
Job Accounting Professional
Industry Accounting
Experience
Corefino, Inc.   August 2009 - March 2010
Panasonic  March 1987 - March 2008

Education
Montclair State University   1982 — 1993
BS, Accounting

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