fi360 Company

Industry: Company

Description

Founded: 1999 Subsidiaries: BLIPS Partners, LLC, Ann Schleck & Co., LLC, Financial Service Standards, LLC

fi360 List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at fi360. You can filter them based on skills, years of employment, job, education, department, and prior employment.

fi360 Salaries. You can even request information on how much does fi360 pay if you want to. Learn about salaries, pros and cons of working for fi360 directly from the past employees.

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70 fi360 employees in database. Find out everything there's to know about fi360 employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

fi360 Employees

Employee
Years
Job
Industry
Katie Megan Katie Megan Greater Chicago Area Details
Katie Megan's fi360 Experience September 2014 - Present
Job National Account Director at fi360
Industry Financial Services
Experience
fi360   September 2014 - Present
Financial Recovery Technologies  August 2012 - August 2014
Thomson Reuters  June 2008 - July 2012
Tradeweb  January 2006 - June 2008

Skills
Financial Markets, Market Data, Equities, Electronic Trading, Financial Services, Hedge Funds, Trading, Trading Systems, Fixed Income, Capital Markets, Asset Management, Equity Trading, Derivatives, Options, FX Options, 401k, Investments

Education
Michigan State University   1997 — 2001
Bachelor's degree, Economics

Jonathan Lustig Jonathan Lustig Boston, Massachusetts Details
Jonathan Lustig's fi360 Experience January 2014 - July 2014
Job Associate Financial Counselor at The Colony Group
Industry Financial Services
Experience
The Colony Group  August 2014 - Present
fi360   January 2014 - July 2014
PNC  May 2013 - September 2013
TJX  May 2012 - August 2012
Landry's Bicycles  January 2009 - August 2012

Skills
PowerPoint, Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, Financial Analysis, Research, Business Analysis, Leadership, Teamwork, Time Management

Education
University of Pittsburgh   2010 — 2014
BSBA, Finance, General

Bond University   2012 — 2012
Semester Abroad

Wayland High School   2007 — 2010

Diane Trone Diane Trone Mystic, Connecticut Details
Diane Trone's fi360 Experience August 2006 - August 2008
Job Director of Business Development at W by Worth Recruit | Mentor | Motivate Entrepreneurial Women Interested in Fashion
Industry Apparel & Fashion
Experience
W by Worth  April 2013 - Present
Charlotte Meyer Designs   September 2011 - Present
Blonde Hanger   January 2010 - Present
Etcetera (Casuals Etcetera, Inc)   January 2011 - April 2013
fi360   August 2006 - August 2008
Pittsburgh Technical Institute  September 1996 - August 2006
Nordstrom  October 1990 - August 1993
Ralph Lauren  November 1990 - May 1993
The Summit Organization   September 1979 - May 1990

Skills
Leadership, Entrepreneurship, Public Speaking, Fashion, Marketing, Sales, Styling, Apparel, Retail, Direct Sales, Wardrobe, Social Networking, Event Planning, Merchandising, Social Media Marketing, Marketing Strategy

Education
De Anza College   1990 — 1992
Business, Marketing

Jaleen Edwards Jaleen Edwards Greater Denver Area Details
Jaleen Edwards's fi360 Experience January 2013 - December 2013
Job
Industry Nonprofit Organization Management
Experience
fi360   January 2013 - December 2013
Financial Planning Association  November 2011 - November 2012
The Financial Planning Association   April 2007 - November 2011
Fiserv Corporation (Fiserv ISS)   October 1997 - April 2007

Skills
Marketing Strategy, Marketing, Salesforce.com, New Business Development, Sales Management, Sales, Strategic Financial..., Leadership, Strategic Planning, Business Development, Management, Market Research, Business Strategy, Sales Process, Business Planning, Marketing Management, Training, Entrepreneurship, Business Analysis, Product Marketing, Sales Operations, Marketing Communications, Lead Generation, Product Management, CRM, Strategic Partnerships, Financial Planning

Education
Regis University   2006 — 2008
MBA, Marketing

Metropolitan State College of Denver   1979 — 1983
Bachelor of Science, Finance

Steve Treible Steve Treible Scottsdale, Arizona Details
Steve Treible's fi360 Experience October 2013 - April 2014
Job Software developer at Intechgration
Industry Information Technology and Services
Experience
Intechgration, Inc.   November 2009 - Present
InEight Inc.  June 2014 - April 2015
FI360   October 2013 - April 2014
SunGard Public Sector  April 2012 - October 2013
Lactalis American Group  November 2007 - March 2012
Halogen Software  May 2006 - April 2007
Ernst & Young  September 2005 - January 2006
IBM  January 2001 - August 2003

Education
DeSales University   2002 — 2005
Bachelor of Science, Accounting

UC Irvine, Extension
.NET Certificate

golnaz dalaie Movassagh golnaz dalaie Movassagh Los Angeles, California Details
golnaz dalaie Movassagh's fi360 Experience January 2015 - Present
Job QA Analyst at fi360
Industry Computer Software
Experience
fi360   January 2015 - Present
ServiceLink, a Black Knight company  August 2014 - December 2014
AffNet.com  December 2012 - February 2014

Skills
C, SQL, HTML, MySQL, PHP, Programming, Software Engineering, Databases, Visual Basic, Windows, Microsoft SQL Server, Software Development, OOP, Web Services, Agile Methodologies, HTML 5, Objective-C, Software Design, UML, AJAX, jQuery, Web Applications, MVC, Scrum, JavaScript, CSS, C#, XML

Education
California State University-Fullerton   2012 — 2014
Master of Science (MS), Computer Science

Alexandra Janocha, AIF® Alexandra Janocha, AIF® Bridgeville, Pennsylvania Details
Alexandra Janocha, AIF®'s fi360 Experience May 2011 - Present
Job Designations Coordinator at fi360
Industry Financial Services
Experience
fi360   May 2011 - Present
PNC  2006 - 2008

Skills
401k, Training, Retirement, Investment Advisory, Retirement Planning, Asset Allocation, Retention Strategies, Retention Management, Continuing Education, Quality Assurance, Financial Advisory, Investment Strategies, ERISA, Wealth Management, Financial Services, Financial Planning, Mutual Funds, Portfolio Management, Investments, Finance

Education
Chatham College   2006 — 2012

Lucas Cybach Lucas Cybach Harrisburg, Pennsylvania Area Details
Lucas Cybach's fi360 Experience June 2013 - August 2013
Job Staff Accountant at Foot Locker
Industry Accounting
Experience
Foot Locker  June 2014 - Present
fi360   June 2013 - August 2013
Ernst & Young  May 2013 - May 2013
Costco Wholesale  May 2010 - August 2012

Skills
Teamwork, Time Management, PowerPoint, Customer Service, Data Entry, Accounts Payable, Accounts Receivable, Microsoft Office, Outlook, Cashiering, Access, QuickBooks, SAP

Education
Penn State University   2010 — 2014
Bachelor of Science (BS), Accounting, Minor: Information Systems Management

Larry Garvin Larry Garvin State College, Pennsylvania Details
Larry Garvin's fi360 Experience March 2013 - December 2013
Job Graduate Research Assistant at Penn State University
Industry Information Technology and Services
Experience
Penn State University  May 2014 - Present
fi360   March 2013 - December 2013
Northwest Savings Bank  July 2010 - October 2012
Pennsylvania Treasury Department  June 2006 - May 2009
Pennsylvania Financial Group (PFG)   October 2004 - July 2005

Skills
College Recruiting, Recruiting, Onboarding, Investments, Employee Relations, Sales, Human Resources, Customer Service, Marketing, Sales Management, Insurance, Cold Calling, Team Building, Event Planning, Strategic Planning, Talent Acquisition, Leadership, Public Speaking, Banking, Retail, Student Financial Aid, New Business Development, Employee Benefits, Management, Business Planning, Coaching, Training, Account Management, Negotiation, Performance Management, Analysis, Business Development, Team Leadership, Event Management, Public Relations, Contract Negotiation, Marketing Strategy, Time Management, Marketing Communications, Outlook, Benefits Administration, Teamwork, Project Management, Customer Satisfaction, Employer Branding, B2B, Microsoft Office, Budgets, PowerPoint, Social Media

Education
Penn State University   2013 — 2015
Master's degree, Enterprise Architecture

Penn State University   2013 — 2015
Certificate, Project Management

Butler High School

Slippery Rock University
Bachelor of Arts, Communication

Kathleen A. Stewart Kathleen A. Stewart Greater Pittsburgh Area Details
Kathleen A. Stewart's fi360 Experience April 2012 - October 2013
Job Wealth Strategist at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management  November 2013 - Present
Financial Planning Association - Pittsburgh Chapter   January 2011 - Present
fi360   April 2012 - October 2013
Wells Fargo Private Bank  July 2010 - April 2012
Waldron Wealth Managment, LLC   December 2008 - July 2010
PNC Advisors  January 2001 - December 2008
The Ayco Company, L.P., a Goldman Sachs Company   1997 - 2001

Skills
Wealth Management, Estate Planning, Retirement Planning, Investments, New Business Development, Strategic Financial..., Public Speaking, Financial Analysis, Strategic Planning, Finance, Wealth, Investment Management, Wealth Management..., Trusts, Financial Services, Estate Tax Planning, Financial Planning, Mutual Funds, Asset Allocation

Education
Duquesne University School of Law   1990 — 1994
Doctor of Law (J.D.), Law

Duquesne University   1980 — 1983
BS, Business Adminisration

Sherri Burnett Bauman, AIF® Sherri Burnett Bauman, AIF® Carnegie, Pennsylvania Details
Sherri Burnett Bauman, AIF®'s fi360 Experience May 2010 - December 2013
Job Seeking a new opportunity
Industry Professional Training & Coaching
Experience
Crossroads United Methodist Church  February 2014 - Present
Fi360   May 2010 - December 2013
All-Pak, Inc., a Division of Berlin Packaging   June 1999 - April 2010
All-Pak, Inc., a Division of Berlin Packaging   June 1999 - April 2010
All-Pak, Inc., a Division of Berlin Packaging   June 1999 - April 2010
MOSITES CONSTRUCTION COMPANY  October 1997 - May 1999
THERATX, INC  March 1997 - October 1997
Gaussian, Inc.   1996 - 1997

Skills
Process Improvement, Training, Strategic Planning, Team Building, Account Management, Customer Service, Microsoft Office, Project Management, Negotiation, 5S Philosophy of Kaizen, Forecasting, Analysis, Program Management, Quality Assurance, Time Management, Teamwork, PowerPoint, Operations Management, Vendor Management, Continuous Improvement, Supply Chain Management, Purchasing, Customer Satisfaction, Employee Training, Sales Operations, Leadership, Management, Coaching, Team Leadership, Change Management, Budgets, Marketing, SharePoint

Education
Robert Morris University   2014 — 2015
Bachelor's Degree

Dale Carnegie Graduate   2006 — 2006

Kent State University   1992 — 1994

University of Phoenix

Robert DiMaggio Robert DiMaggio Pittsburgh, Pennsylvania Details
Robert DiMaggio's fi360 Experience May 2013 - December 2014
Job Product Manager at Predictive Solutions
Industry Internet
Experience
Predictive Solutions  April 2015 - Present
fi360   May 2013 - December 2014
Deem, Inc. (Rearden Commerce)   February 2012 - May 2013
Postalla, Inc.   April 2010 - February 2012
DiMaggio Consulting   March 2009 - April 2010
Vector Entertainment   September 2007 - March 2009
Cloudant  January 2007 - September 2007
Argon ST, a subsidiary of Boeing   May 2003 - September 2007

Skills
Product Management, Analytics, Start-ups, Hadoop, Product Development, Market Research, Mobile Devices, Product Marketing, Enterprise Software, Machine Learning, Project Management, Python, MySQL, Disruptive Technologies, RF Engineering, Statistical Modeling, PostgreSQL, Big Data, Django, Product Design, E-commerce, Entrepreneurship, Data Analysis, Mobile Applications, Business Planning, Data Mining, Management, Agile Methodologies, User Experience, Distributed Systems, Software Development, Cloud Computing, Competitive Analysis, Marketing, Inbound Marketing, HubSpot, Predictive Analytics, Branding, Turn Around Management, Project Planning, Strategic Planning, IT Strategy, Marketing Strategy, Business Strategy, Business Intelligence, Financial Analysis, Financial Modeling, Finance, Investment Advisory

Education
Carnegie Mellon University - Tepper School of Business   2006 — 2008
MBA, Entrepreneurship, Finance, Marketing, Strategy, Economics

Carnegie Mellon University   1999 — 2003
BS, Electrical and Computer Engineering

Heather Maples-Halliwell Heather Maples-Halliwell Pittsburgh, Pennsylvania Details
Heather Maples-Halliwell's fi360 Experience May 2013 - Present
Job Vice President of Sales and Service at fi360
Industry Financial Services
Experience
fi360   May 2013 - Present
Quattro Advisors   September 2012 - May 2013
Luttner Financial Group  2011 - 2012
Reed's Relief   2008 - 2012
Internal Revenue Service  2002 - 2004
Hilcrest Bank   1999 - 2002

Skills
Business Development, Strategic Planning, CRM, Retirement Planning, Investments, 401k, Sales, Marketing, Customer Service, Public Speaking, Strategic Financial..., Insurance, Microsoft Office, Project Management, Sales Management, Account Management, Process Improvement, New Business Development, Salesforce.com, Management, Finance, Financial Services, Leadership, Financial Planning

Education
Johnson County Community College   1996 — 2000
Paralegal, Paralegal

Tim Daniels, AIF® Tim Daniels, AIF® Greater Boston Area Details
Tim Daniels, AIF®'s fi360 Experience December 2014 - Present
Job National Account Director at fi360
Industry Financial Services
Experience
fi360   December 2014 - Present
BrightScope  June 2010 - November 2014
TPHS   February 2010 - February 2012
Morgan Stanley  June 2008 - September 2008

Skills
Mutual Funds, 401k, Enterprise Software, Consultative Sales, 401k Business..., Investments, Enterprise Technology..., Sales, Social Media Marketing, Salesforce.com, Financial Technology, Fiduciary Law, Fiduciary Services, Entrepreneurship, Pricing Strategy, Data Aggregation, Broker-Dealer Operations, Start-ups, Data Governance, Data Stewardship, Brand Awareness, Content Marketing, SEO, Leadership, Management, Analytics, Retirement, Retirement Planning, SaaS

Education
Dartmouth College
BA, History

Milton Academy   2002 — 2004

Duxbury High School   2000 — 2002

Anna (Stubna) Hancq Anna (Stubna) Hancq Bridgeville, Pennsylvania Details
Anna (Stubna) Hancq's fi360 Experience 2014 - Present
Job Creative & Graphic Design Manager at fi360
Industry Graphic Design
Experience
fi360   2014 - Present
fi360   November 2012 - 2014
Integrated Digital Publishing   2012 - September 2013
Ruffed Grouse Society  February 2008 - November 2012
Peace Corps  January 2005 - June 2007

Skills
Graphic Design, Media Design, Adobe Creative Cloud, Editing, Copywriting, Marketing Communications, Copy Editing, Creative Writing, Newsletters, Publications, Magazines, Nonprofits, Publishing, Press Printing, Web Content, Editorial, Feature Articles, Journalism, Grant Writing, Writing, Marketing

Education
Full Sail University   2014 — 2015
Master's degree, Media Design, 4.0 GPA

St. John's College (MD)   1998 — 2002
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies, 3.6

Brittany Waltmire Brittany Waltmire Pittsburgh, Pennsylvania Details
Brittany Waltmire's fi360 Experience 2014 - Present
Job Program Manager at fi360
Industry Financial Services
Experience
fi360   2014 - Present
fi360   June 2012 - Present

Skills
Captivate, Learning Management, Articulate Studio, Instructor-led Training, Webinars, Adult Learning Theory, Lectora, E-Learning, Technical Training, Distance Learning, Needs Analysis, Articulate Storyline, Camtasia, Learning Management..., SCORM, Adobe Design Programs, Photoshop, Dreamweaver, Google Sites, Moodle, Moodle Rooms, Leadership, Process Improvement, Financial Services, Retirement Planning, Program Management, Management

Education
Duquesne University   2008 — 2011
Master of Science (M.S.), Instructional Technology Specialist

Duquesne University   2004 — 2008
Bachelor of Science (BS), Elementary Education and Teaching

Cody Snyder, AIF® Cody Snyder, AIF® Greater Pittsburgh Area Details
Cody Snyder, AIF®'s fi360 Experience October 2014 - Present
Job Manager of Customer Success at fi360
Industry Financial Services
Experience
fi360   October 2014 - Present
fi360   January 2013 - October 2014
fi360   September 2011 - January 2013
The Bank of New York Mellon  April 2011 - September 2011

Skills
Investments, Asset Allocation, Mutual Funds, Wealth Management, 401k, Constant Contact, Investment Strategies, Pensions, Retirement Planning, Strategic Financial..., Retirement, Portfolio Management, Fiduciary Management, Event Planning, Fundraising, Salesforce.com, Atlassian JIRA

Education
University of Pittsburgh   2007 — 2011
Business, Finance, Economics

Parkland High School

Ryan Lynch, AIF® Ryan Lynch, AIF® Nashville, Tennessee Details
Ryan Lynch, AIF®'s fi360 Experience January 2013 - Present
Job Product Manager, Professional Development
Industry Financial Services
Experience
fi360   January 2013 - Present
fi360   July 2009 - December 2012
Entercom  2008 - 2009
fi360   June 2006 - December 2007

Skills
401k, Investments, Training, Retirement, Customer Service, Retirement Planning, Pensions, Mutual Funds, Investment Advisory, Financial Advisory, Asset Allocation, Wealth Management, Investment Strategies, Asset Management

Education
University of Pittsburgh
BSBA, Marketing

Denise Diana Denise Diana Hartford, Connecticut Area Details
Denise Diana's fi360 Experience September 2014 - May 2015
Job Sales | Key Accounts I Relationship Management |
Industry Financial Services
Experience
fi360   September 2014 - May 2015
MassMutual Financial Group  January 2010 - August 2014
Transamerica  December 2009 - July 2010
Charles Schwab  September 2008 - April 2009
Prudential Financial  November 1999 - June 2008

Skills
Funding, Marketing Communications, Negotiation, Building Relationships, Defined Contribution, Defined Benefit, Sales, Consultative Sales..., Qualified Retirement..., Pensions, Investments, ERISA, Retirement, Employee Benefits, Insurance, Retirement Planning, Series 7, Selling, Relationship Building, 401k, Mutual Funds, Financial Services, Series 63

Education
Bryant University   1986 — 1990
B.S., Marketing

Gillis Wilson Gillis Wilson Canonsburg, Pennsylvania Details
Gillis Wilson's fi360 Experience June 2014 - Present
Job Senior Accountant at fi360
Industry Accounting
Experience
fi360   June 2014 - Present
Accountemps  February 2014 - June 2014
E Group Inc.  January 2003 - April 2013
First Southern Baptist Church  March 2001 - October 2012
Eagle Creek Resort   January 2000 - January 2002
H & R Block  December 1999 - April 2000
Interim Personnel  October 1998 - November 1999

Education
Keller Graduate School of Management of DeVry University   2011 — 2013
Masters of Accounting and Financial Management

Christopher Newport University   1989 — 1991
Bachelor of Science in Business Administration, Management

Karen McGrail Karen McGrail Greater Pittsburgh Area Details
Karen McGrail's fi360 Experience October 2013 - April 2015
Job District Director HR at Kindred Healthcare
Industry Human Resources
Experience
Kindred Healthcare  June 2015 - Present
fi360   October 2013 - April 2015
UPMC  June 2012 - August 2013
Health Dialog  January 2007 - January 2012
Eaton Corporation Electrical Group Headquarters- Moon Township, PA   May 2005 - December 2006
American Red Cross  2001 - 2006
Marconi  August 2000 - April 2001

Skills
Performance Management, Applicant Tracking..., Benefits Administration, Onboarding, Employee Relations, Recruiting, Deferred Compensation, HRIS, Talent Acquisition, Talent Management, Human Resources, HR Policies, Employee Benefits, Personnel Management, Leadership Development, Organizational..., Employee Engagement, Interviews, Compensation & Benefit, Management, Team Building, Technical Recruiting, Change Management, Leadership, Labor Relations, Coaching, Workforce Planning, Policy

Education
Mountain State University   2010 — 2011
Master's in Strategic Leadership, Organizational Development and Management Development

Edinboro University of Pennsylvania   1992 — 1996
Bachelor of Science (B.S.), Education

Kenneth Robb Kenneth Robb Greater Pittsburgh Area Details
Kenneth Robb's fi360 Experience April 2013 - Present
Job Chief Technology Officer at fi360
Industry Information Technology and Services
Experience
fi360   April 2013 - Present
Bank of New York Mellon  May 2011 - April 2013
PitchPoint Solutions, Inc.   February 2006 - May 2011
Heritage Valley Health System  July 2005 - February 2006
Self-employed  April 2004 - July 2005
Basis100  February 2003 - April 2004
ServiceLink, LP   September 2002 - February 2003
TechRx, Inc.   July 2001 - October 2002
Keane  August 2000 - July 2001
Lenders Service, Inc.   June 1998 - August 2000

Skills
Vendor Management, SDLC, Process Improvement, Enterprise Architecture, Business Analysis, IT Strategy, Integration, Business Intelligence, Strategic Planning, Strategy, Management, Program Management, Software Project..., Software Development, Project Management, IT Management, Data Center, Project Planning, Risk Management, Service Delivery, Information Technology, Enterprise Software, Analysis, Outsourcing, CRM, Business Process..., Project Portfolio..., Financial Services, Business Strategy, Executive Management, Business Process, SaaS, PMO, Cloud Computing, Requirements Analysis, Professional Services, Consulting

Education
Indiana State University   1992 — 1994
MS, Economics

University of Dayton   1988 — 1992
BS, Business Administration

Erick Gaither Erick Gaither Greater Pittsburgh Area Details
Erick Gaither's fi360 Experience March 2015 - Present
Job Software Engineer at fi360
Industry Information Technology and Services
Experience
fi360   March 2015 - Present
TEKsystems  February 2015 - March 2015
Acatar   July 2014 - December 2014
Sentric, Inc.   August 2013 - July 2014
Oxford Solutions  January 2013 - August 2013
EDMC  October 2012 - January 2013
Randstad Technologies US  April 2012 - October 2012
Allegheny Intermediate Unit  February 2005 - August 2012
ASE Edge  November 2001 - February 2005
Ase Edge/Arete Legal   2001 - 2005

Skills
Web Development, Integration, ASP.NET, SQL Server, C#, VB.NET, Powershell, Microsoft SQL Server, .NET, SQL, Databases, Software Development, SharePoint, Windows, T-SQL, Project Management, Web Applications, ASP, HTML

Education
Point Park University   2001 — 2010
BSIT, Information Technology

Internation Academy of Design and Technology   2000 — 2001
Associate, Computer Information Management

Jeff Hladun, AIF® Jeff Hladun, AIF® Denver, Colorado Details
Jeff Hladun, AIF®'s fi360 Experience August 2014 - Present
Job National Account Director at fi360
Industry Financial Services
Experience
fi360   August 2014 - Present
Morningstar  March 2013 - July 2014
Morningstar  January 2009 - February 2013
Morningstar  January 2008 - December 2008
Morningstar  January 2007 - December 2007
Morningstar  January 2006 - December 2006
UBS  May 2005 - August 2005

Skills
Tactical Asset..., Asset Allocation, Investment Products, Contract Negotiation, Mutual Funds, Separately Managed..., ETFs, Investments, Consultative Selling, Client Engagement, Financial Analysis, Client Relationship..., Asset Management, 401k, Customer Engagement, Business Development, Alternative Investments, Financial Advisory, Finance, Due Diligence, Investment Strategies, Wealth Management, Equities, Selling, Investment Management, Financial Services, Investment Advisory, Hedge Funds, Securities, Series 7, Series 63, CRM

Education
University of Denver - Daniels College of Business   2012 — 2014
Master of Business Administration (M.B.A.), Concentration in Finance

Loyola University Chicago   2003 — 2006
Finance, Finance, Marketing

Casey Neehouse Casey Neehouse Greater Pittsburgh Area Details
Casey Neehouse's fi360 Experience September 2014 - Present
Job Software Engineer II at fi360
Industry Computer Software
Experience
fi360   September 2014 - Present
Best Case Technologies, LLC   April 2008 - Present
West Virginia University  April 2013 - September 2014
Umbraco   April 2011 - March 2013
createTank   November 2010 - April 2011
Fenwick Technologies  July 2006 - April 2008
West Virginia Higher Education Policy Commission  November 2003 - July 2006
WatersEdge IT   November 1999 - November 2003

Skills
CSS, ASP.NET, Web Applications, Umbraco, .NET, Web Content Management, CMS, ASP, XHTML, Web Services, Software Development, Web Development, XSLT, Programming, XML, ASP.NET MVC, Microsoft SQL Server, jQuery, IIS, C#, Visual Studio, HTML 5, Subversion, JSON, Web 2.0, SQL, LINQ, HTML, JavaScript, Accessibility, Databases, AJAX, VB.NET, T-SQL, AngularJS, ASP.NET Web API

Education
Marshall University   1997 — 2002
Bachelor of Business Administration (B.B.A.), Management Information Systems

Renee Watkins Renee Watkins Greater Pittsburgh Area Details
Renee Watkins's fi360 Experience March 2011 - Present
Job Marketing Coordinator at fi360 and WVU IMC Grad Student
Industry Financial Services
Experience
fi360   March 2011 - Present
PITT OHIO  July 2009 - March 2011
PITT OHIO  December 2007 - July 2009
PITT OHIO  November 2006 - December 2007

Skills
Integrated Marketing..., Digital Marketing, Email Marketing, Social Media Marketing, Marketing, Public Relations, SEO, Social Media, HTML, Campaign Management, Corporate Branding, Database Management, Event Planning, Direct Marketing, Market Analysis, Marketing Research, Online Marketing, Website Development, Marketing Communications, Advertising, Management

Education
West Virginia University   2014 — 2017
Master of Science (M.S.), Integrated Marketing Communications (Currently pursuing)

University of Pittsburgh   2002 — 2006
B.A., Communication specializing in Public Relations and Advertising

Darrell S. (Clinton) Kehr Darrell S. (Clinton) Kehr Greater Pittsburgh Area Details
Darrell S. (Clinton) Kehr's fi360 Experience May 2014 - June 2015
Job Experienced Program Developer, Project Manager and OCM Analyst/Consultant
Industry Information Technology and Services
Experience
fi360   May 2014 - June 2015
SAE International  November 2011 - May 2014
US Steel  March 2011 - November 2011
EDMC  November 2009 - March 2011
UPMC (University of Pittsburgh Medical Center)   May 2008 - April 2009
Goodwill Industries of Pittsburgh  February 2007 - May 2008
Butler County Community College  August 2003 - June 2005

Skills
Instructional Design, Project Management, Leadership Development, Organizational..., Staff Development, Leadership, Team Building, Training, Customer Service, Content Development, Public Speaking, Strategic Planning, Change Management, Coaching, Employee Relations, Program Management, Operating Budgets, Credentialing, Strategy, Public Relations, Management, Human Resources, Entrepreneurship, Program Development, Organizational..., Process Improvement

Education
Geneva College   2003 — 2005
Masters of Science, Organizational Leadership and Development, 4.0

Shippensburg University of Pennsylvania   1997 — 2002
B.A, Speech Communication and Rhetoric

York Suburban   1993 — 1997

Linda Groden Linda Groden Akron, Ohio Details
Linda Groden's fi360 Experience June 2007 - Present
Job Customer Success Expert, at fi360
Industry Financial Services
Experience
fi360   June 2007 - Present
Stoney's Furniture   June 2002 - June 2007
JFS  March 2002 - December 2005

Skills
Business Management, Microsoft Office, Marketing Communications, Social Media, Customer Service, Management, Business Development, Training, Integration

Education
University of Phoenix
BSBM, Business Management

Trish Ekers Trish Ekers Greater Pittsburgh Area Details
Trish Ekers's fi360 Experience June 2014 - Present
Job Vice President & Corporate Counsel at fi360, Inc.
Industry Financial Services
Experience
fi360   June 2014 - Present

Skills
Contract Negotiation, Mergers & Acquisitions, Negotiation, Sponsorship, Event Management, Hospitality, Public Speaking, Contract Management, Strategic Planning, Leadership, Strategy, Hospitality Industry, Meeting Planning, Customer Service, Corporate Events, Trade Shows, Event Planning, Budgets, Management, Hospitality Management, Marketing Communications, Sales, Hotels, Tourism

Education
Cleveland State University - Cleveland-Marshall College of Law   1998 — 2002
Juris Doctor (J.D.), Corporate Law

Duquesne University   1990 — 1992
Master of Business Administration (M.B.A.), International Business/Trade/Commerce

Cleveland State University   1985 — 1990
Bachelor's Degree, Business and International Affairs

Bill Mueller Bill Mueller Greater Pittsburgh Area Details
Bill Mueller's fi360 Experience December 2014 - Present
Job Chief Operating Officer and CFO at fi360
Industry Financial Services
Experience
fi360   December 2014 - Present
fi360   April 2014 - December 2014
Renda Broadcasting  2003 - 2014
Entigo  2000 - 2003
ServiceWare  1994 - 2000
GeoSonics   1992 - 1994
Shady Side Academy  1990 - 1992

Education
University of Pennsylvania - The Wharton School   2007 — 2009
MBA

University of Notre Dame   1985 — 1989
Bachelor of Science (BS), Biology, General

Erica Kubler Erica Kubler Pittsburgh, Pennsylvania Details
Erica Kubler's fi360 Experience March 2014 - September 2014
Job Salesforce.com Application Consultant at Plus Consulting
Industry Financial Services
Experience
Plus Consulting  September 2014 - Present
fi360   March 2014 - September 2014
fi360   August 2013 - March 2014
fi360   February 2013 - August 2013
Information Logistics   January 2012 - November 2012
AFCO Credit Corporation  January 2005 - December 2011
AFCO Insurance Premium Finance   2005 - December 2011
AFCO Credit Corporation  January 2005 - September 2007

Skills
Business Development, Insurance, Sales, Process Improvement, Salesforce.com, Account Management, Data Analysis, Customer Service, CRM, Team Building, Project Management, Consulting, Business Analysis, Software Documentation, Integration

Education
Point Park University   2006 — 2008
MBA, Business Management

Penn State University   2000 — 2004
B.A., Psychology

Andy Frommeyer Andy Frommeyer Greater Pittsburgh Area Details
Andy Frommeyer's fi360 Experience 2012 - 2014
Job AVP, Senior Product Manager Retirement at Federated Investors
Industry Financial Services
Experience
Federated Investors  2014 - Present
fi360   2012 - 2014
Cefex   2012 - 2014
fi360   2009 - 2012
fi360   2005 - 2009
fi360   2001 - 2005
Buck Consultants  1999 - 2000

Skills
401k, Investments, Mutual Funds, Management, ERISA, Retirement, Product Management, Leadership, Business Development, Product Development, Strategic Planning, Investment Management, Process Improvement, Asset Management, Project Management, Investment Advisory, Retirement Planning, Portfolio Management, Financial Advisory, Financial Services, Asset Allocation, Relationship Management, Training, Entrepreneurship, Operations Management, Pensions, Due Diligence, Negotiation, Investment Strategies, E-Learning, Learning Management, Training Delivery, Fiduciary, Strategy

Education
Pennsylvania State University
B.S., Mathematics

University of Pittsburgh - Joseph M. Katz Graduate School of Business
Master's Certificate, Center for Executive Education, MBA Essentials

University of Pittsburgh - Joseph M. Katz Graduate School of Business
Master's Certificate, Center for Executive Education, Project Management

Mary Beth Toth, PHR Mary Beth Toth, PHR Greater Pittsburgh Area Details
Mary Beth Toth, PHR's fi360 Experience July 2015 - Present
Job Human Resources Manager at fi360
Industry Human Resources
Experience
fi360   July 2015 - Present
US Liner Company   February 2014 - July 2015
onPeak  February 2012 - February 2014
PCC Community Wellness Center  October 2009 - February 2012
Trading Technologies  May 2006 - March 2009
National Louis University  April 2005 - May 2006
East Bank Club  May 2002 - March 2005
Chicago Bulls/Sox Training Academy   January 2001 - January 2002
Chicago White Sox  March 2001 - September 2001
Chicago Fire Major League Soccer   2000 - 2000

Skills
Policy, Benefits, Payroll, Employee Benefits, HRIS, Employee Relations, Management, Recruiting, Human Resources, Performance Management, New Hire Orientations, Deferred Compensation, Interviews, Training, Personnel Management, FMLA, ADP Payroll, Administration, COBRA, Screening, Benefits Administration, Sourcing

Education
Loyola University of Chicago   1997 — 2001
Bachelor of Business Administration (B.B.A.), Human Resources Management and Services

Mother McAuley Liberal Arts High School   1993 — 1997
Diploma, General Studies

Allie Cooper Allie Cooper Columbus, Ohio Details
Allie Cooper's fi360 Experience January 2011 - October 2012
Job SEO Content Specialist at EXPRESS
Industry Public Relations and Communications
Experience
EXPRESS  August 2015 - Present
Red Roof Inn  June 2015 - Present
DSW  February 2015 - June 2015
Red Roof Inn  September 2014 - February 2015
Red Roof Inns  October 2012 - September 2014
fi360   January 2011 - October 2012
Pittsburgh Fashion Week  June 2011 - June 2012
Social Fresh LLC   September 2011 - November 2011
fi360   November 2010 - December 2010
Ohio University's School of Communication Studies   April 2009 - June 2010

Skills
Facebook, Email Marketing, Social Media, Public Relations, Digital Marketing, Marketing, Leadership, Strategy, Social Media Marketing, Management, Blogging, SEO, Marketing Communications, Event Planning, Training, InDesign, Web Content

Education
Ohio University   2006 — 2010
Bachelor of Science in Communication Studies

Poland Seminary High School   2002 — 2006

Ed Gazdag Ed Gazdag Greater Pittsburgh Area Details
Ed Gazdag's fi360 Experience May 2010 - March 2013
Job Application Analyst at United States Steel Corporation
Industry Computer Software
Experience
United States Steel Corporation  September 2014 - Present
US Steel (contracted through Kforce)   March 2013 - August 2014
Fi360   May 2010 - March 2013
US Steel  January 2005 - May 2010

Skills
AJAX, JSP, C#, HTML, SQL, Java, Microsoft SQL Server, Web Applications, XML, SOAP, Eclipse, UML, Java Enterprise Edition, Spring

Education
California University of Pennsylvania   2003 — 2006
Bachelor of Science (B.S.), Computer Science

Jason Thiel Jason Thiel Greater Pittsburgh Area Details
Jason Thiel's fi360 Experience October 2012 - February 2015
Job Software Engineer
Industry Information Technology and Services
Experience
FTI Consulting  February 2015 - Present
fi360   October 2012 - February 2015
Dick's Sporting Goods  July 2011 - October 2012
Crown Castle  November 2005 - August 2011
PNC Bank  2005 - 2005
Industrial Scientific  2000 - 2005
Raytheon  1998 - 2000

Skills
Java, Java Enterprise Edition, Software Development, SQL, C#, XML, Agile Methodologies, SDLC, Software Engineering, Business Process, Spring, Unix, JavaScript, AJAX, Databases, Oracle, Software Project..., MapInfo, Requirements Analysis, Integration, HTML, Web Applications, Visio, Angular JS

Education
University of Pittsburgh   1996 — 1998
MS, Computer Science

Westminster College (PA)   1992 — 1996
BS, Computer Science, Math

Steve Rydzak, AIF Steve Rydzak, AIF Pittsburgh, Pennsylvania Details
Steve Rydzak, AIF's fi360 Experience January 2007 - September 2011
Job Senior Vice President, Sales at Retiremap
Industry Investment Management
Experience
Retiremap   November 2014 - Present
fi360-(Bluff Point Associates)   September 2011 - September 2014
Fi360   January 2007 - September 2011
Kanbay International   March 2005 - December 2006
SDI Technologies, Inc.   January 1999 - February 2005
IGATE  February 1998 - December 1999
General Binding Corporation  June 1996 - February 1998
Donnelly Directory--The Dun & Bradstreet Corporation   May 1993 - April 1996
Rainsoft Corporation   January 1990 - May 1993

Skills
401k, Mutual Funds, Financial Services, Wealth Management, Investment Advisory, Investments, Series 7, Portfolio Management, Management, Asset Allocation

Education
Robert Morris University   1986 — 1990
Bachelor of Science, Business Administration and Management, General

David Palascak David Palascak Greater Pittsburgh Area Details
David Palascak's fi360 Experience August 2012 - Present
Job Vice President, Tools Product Manager at fi360
Industry Financial Services
Experience
fi360   August 2012 - Present
fi360   July 2007 - August 2012
fi360   June 2003 - July 2007

Skills
Product Management, 401k, Fiduciary, Mutual Funds, Product Marketing, Cross-functional Team..., SaaS, Retirement, Asset Allocation, Investments, Investment Advisory, Financial Services, Retirement Planning, ERISA, ETFs, Financial Advisory, Portfolio Management, Investment Strategies, Strategic Planning, Asset Management

Education
University of Pittsburgh   2000 — 2003
BSBA, Finance, General

Swetha Gummadi Swetha Gummadi Greater Pittsburgh Area Details
Swetha Gummadi's fi360 Experience December 2014 - Present
Job Project Manager at fi360
Industry Information Technology and Services
Experience
fi360   December 2014 - Present
BNY Mellon  April 2010 - November 2014
EBDS  March 2009 - October 2009
Lockheed Martin  June 2008 - March 2009
Driving Motor Vehicles   September 2006 - May 2008

Skills
Enterprise Analysis, Business Analysis, Business Intelligence, Business Objects, Requirements Gathering, RequisitePro, Access Control, Risk Management, Quality Assurance, Oracle Identity Manager, LDAP Administration, Active Directory, Microsoft Exchange, RACF, Analysis, Software Development, SQL, Project Management, PL/SQL, Microsoft SQL Server, SDLC, Visio, Requirements Analysis, Business Requirements, Software Project..., SharePoint, User Acceptance Testing, Agile Methodologies, MS Project

Education
Western Kentucky University   2004 — 2006
MS, Computers

Jawaharlal Nehru Technological University
B.Tech, Computer Science and Information Technology

Other

Keith Haugh Keith Haugh Greater Pittsburgh Area Details
Keith Haugh's fi360 Experience March 2004 - January 2009
Job Vice President of Information Technology at RedPath Integrated Pathology
Industry Information Technology and Services
Experience
Interpace Diagnostics (Redpath Integrated Pathology)   October 2007 - Present
Forward Systems   March 2002 - Present
RedPath Integrated Pathology  October 2007 - November 2011
RedPath Integrated Pathology  October 2007 - July 2011
FI360   March 2004 - January 2009
DataSystems Group, Inc.   1993 - 2001
Data Systems Group   1993 - 1999

Skills
Software Development, Java, Linux, JavaScript, Agile Methodologies, MySQL, Microsoft SQL Server, XML, Cloud Computing, Unix, Project Management, Hibernate, HIPAA

Education
Pennsylvania State University - College of Engineering   1989 — 1993
BS, Electrical Engineering

highlands high

Polina Hristozova Polina Hristozova Greater Pittsburgh Area Details
Polina Hristozova's fi360 Experience October 2014 - Present
Job Software Engineer III at fi360
Industry Information Technology and Services
Experience
fi360   October 2014 - Present
NNDS   September 2013 - Present
UPMC  July 2012 - Present
UPMC  August 2010 - July 2012
UPMC  August 2008 - August 2010
McKesson Automation  February 2007 - August 2008
McKesson Automation  September 2005 - February 2007
McKesson Automation  September 2003 - September 2005
McKesson Automation  May 2003 - September 2003
Kemma Software   January 2000 - November 2001

Skills
Databases, Software Development, .NET, XML, SQL, Microsoft SQL Server, Oracle, Integration, Data Warehousing, T-SQL, Data Modeling, ETL, Requirements Analysis, SDLC, C#, Business Analysis

Education
University of Pittsburgh   2005 — 2006
MSIS, Information Systmes

Economics University Sofia   1995 — 1995
Diploma, Bank Operations

Technical University Sofia   1984 — 1989
MS, Electronics

Bennett Aikin Bennett Aikin Greater Pittsburgh Area Details
Bennett Aikin's fi360 Experience June 2006 - Present
Job VP, Professional Development
Industry Financial Services
Experience
fi360   June 2006 - Present

Education
Ohio University   2004 — 2010
M.S., Journalism

Virginia Polytechnic Institute and State University   1999 — 2003
B.A., English

Heather Martorella, AIF Heather Martorella, AIF Erie, Pennsylvania Area Details
Heather Martorella, AIF's fi360 Experience January 2004 - Present
Job Vice President, Corporate and Client Events at fi360
Industry Financial Services
Experience
fi360   January 2004 - Present
fi360   January 2006 - January 2008
fi360   January 2005 - January 2006
fi360   January 2004 - January 2005

Skills
Retirement Planning, 401k, Strategic Financial..., Mutual Funds, Wealth Management, Asset Allocation, Investment Advisory

Education
University of Pittsburgh   1999 — 2004
Business Administration, Marketing

Milissa Taylor Milissa Taylor Greater Pittsburgh Area Details
Milissa Taylor's fi360 Experience September 2014 - Present
Job Accounting Operations Professional; Increasing Efficiency & Promoting Activity that Helps to Resolve Accounting Issues
Industry Environmental Services
Experience
fi360   September 2014 - Present
Nuverra Enviornmental Solutions   2011 - 2014
Thermo Fisher  2010 - 2011
Westinghouse Air Brake   2004 - 2010
Pro Com Systems, Inc.   1996 - 2004

Skills
Financial Analysis, Financial Reporting, Forecasting, Financial Modeling, Variance Analysis, Accounting, Analysis, Managerial Finance, Budgets, Auditing, Process Improvement, Hyperion Enterprise, SAP, Cost Accounting, Microsoft Excel, Sarbanes-Oxley Act, Internal Controls, Financial Forecasting, Financial Statements, Trend Analysis, GAAP, Generally Accepted..., Work in Process, Tax Compliance, Multi State Reporting, Audit Planning

Education
Robert Morris University
Bachelor's Degree

Duff's Business Institute
Associate's Degree

Amy Conaway Amy Conaway Greater Pittsburgh Area Details
Amy Conaway's fi360 Experience May 2011 - August 2012
Job Project Manager
Industry Real Estate
Experience
fi360   May 2011 - August 2012
Berlin Packaging  June 2006 - May 2011

Skills
Process Improvement, Customer Service, Strategic Sourcing

Education
Bethany College   2000 — 2004
French

Josh Briggs Josh Briggs Des Moines, Iowa Area Details
Josh Briggs's fi360 Experience August 2014 - January 2015
Job Marketing I Product Management
Industry Financial Services
Experience
Businessolver  June 2015 - Present
fi360   August 2014 - January 2015
Athene USA  June 2014 - August 2014
Athene USA  October 2013 - June 2014
Aviva USA  June 2012 - September 2013
Principal Financial Group  January 2008 - June 2012
Principal Financial Group  May 2007 - August 2007

Skills
Insurance, Marketing, Marketing Strategy, Retirement, Email Marketing, Series 7, Investments, Social Media, Relationship Management, Strategic Planning, Leadership, Management, New Business Development, Sales, Product Management, Product Development, Business Development

Education
University of Northern Iowa   2003 — 2007
Bachelor's Degree, Public Relations, Marketing

Waukee High School   1999 — 2003

Keith Loveland Keith Loveland Greater Minneapolis-St. Paul Area Details
Keith Loveland's fi360 Experience 2009 - Present
Job Attorney at Loveland Consulting
Industry Law Practice
Experience
Financial Planning Association - Political Action Committee   2015 - Present
fi360   2009 - Present
Keith Loveland Consulting   2001 - Present
FPA of Minnesota   1992 - Present
Financial Planning Association of MN   1983 - Present
CUE Advisory Board   2013 - 2015
CUE Advisory Board   2013 - 2015
fi360   2009 - 2014
UMD  2009 - 2014
ActiFi  2004 - 2014

Skills
Wealth, Estate Planning, Training, Risk Management, Securities, Investment Advisory, Mutual Funds, Financial Advisory, Investment Management, 401k, Wealth Management, Equities, Retirement Planning, Investments, Trusts, Litigation, Non-profits, Public Speaking, Asset Protection, Business Planning, Asset Managment, Alternative Investments, Asset Management, Nonprofits

Education
UMD   1967 — 1971
Bachelor's degree, Philosophy and Pre-Law

MinnCLE

William Mitchell College of Law
J.D.

fi360

fi360

Duane Thompson, AIFA Duane Thompson, AIFA Washington D.C. Metro Area Details
Duane Thompson, AIFA's fi360 Experience November 2010 - Present
Job President, Potomac Strategies LLC
Industry Government Relations
Experience
fi360   November 2010 - Present
Potomac Strategies LLC   October 2009 - Present
Financial Planning Association  May 1995 - September 2009
FPA  2005 - 2009
Financial Planning Association (FPA)   1995 - 2009
International Franchise Association  1989 - 1993

Skills
Fiduciary Expert..., Fiduciary Consulting..., Government Relations, Public Relations Crisis..., Speech and Public..., Strategic Planning, Public Policy, Public Relations, Management, Strategic Communications, Media Relations, Public Speaking, Journalism, Association Management, Corporate Communications, 401k, Nonprofits, Asset Allocation

Education
University of Missouri-Columbia   1980 — 1981
M.A., Journalism

Principia College   1972 — 1976
B.A., History, Studio Art

Travis Reeder Travis Reeder Pittsburgh, Pennsylvania Details
Travis Reeder's fi360 Experience October 2014 - Present
Job Customer Success Expert at fi360
Industry Financial Services
Experience
fi360   October 2014 - Present
fi360   August 2013 - October 2014
fi360   January 2013 - July 2013
Pittsburgh Penguins  September 2012 - December 2012
Bonner Sports & RV   May 2012 - August 2012
Bonner Sports & RV   May 2011 - August 2011

Skills
Customer Satisfaction, Customer Service, Finance, Analysis, Sales, Time Management, Teamwork, Process Improvement, Financial Services, Investments, Leadership, Mutual Funds

Education
University of Pittsburgh   2009 — 2013
Bachelor of Science (BS), Business Administration

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