Financial Engines

Industry: Investment advice company

Description

Headquarters: Palo Alto, California, United States Founder: William F. Sharpe Founded: 1996 Parent organization: Edelman Financial Services LLC Subsidiaries: The Mutual Fund Store,

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

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

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Financial Engines Employees

Employee
Years
Job
Industry
Utsav Kansara Utsav Kansara San Jose, California Details
Utsav Kansara's Financial Engines Experience June 2015 - Present
Job Software Engineer Intern at Financial Engines | Actively looking for challenging internship/fulltime positions
Industry Information Technology and Services
Experience
Financial Engines   June 2015 - Present
Tata Consultancy Services  December 2012 - July 2014
San Jose State University  2014 - 2014
Tata Consultancy Services  December 2011 - April 2012

Skills
C, Java, SQL, Servlets, HTML, Spring Framework, JSP, Core Java, Eclipse, CSS, Microsoft Office, Java Enterprise Edition, Oracle, AJAX, Node.js, Scala, MongoDB, RESTful WebServices, Web Services, Amazon Web Services..., Objective-C, iOS Development, PL/SQL, Customer Relations, Team Management, jQuery, SDLC, JDBC, MVC, OOP, Android Development, Bootstrap, Netty, Ant, Gradle, Distributed Systems, protobuf, JavaScript, Hibernate, Agile Methodologies

Education
san jose state university   2014 — 2016
masters of science, software engineering, 3.67/4.00

Ganpat University   2008 — 2012
Bachelor of Technology (B.Tech.), Computer Engineering, 3.96/4.00

Tak Yamada Tak Yamada Provo, Utah Area Details
Tak Yamada's Financial Engines Experience March 2015 - Present
Job Senior Portfolio Analyst at Financial Engines
Industry Computer Software
Experience
Financial Engines   March 2015 - Present
Adobe Systems  October 2007 - Present
Linux Networx  March 2005 - October 2007
Capgemini Japan   January 2004 - August 2004
PTC  March 2001 - December 2003
National Instruments  August 1999 - March 2001
John Deere Construction Equipment   August 1997 - August 1999
Toyota Motor Company  June 1996 - December 1996

Skills
Cross-functional Team..., Process Improvement, Project Management, Product Development, SaaS, Technical Support, Operations Management, Product Management, Enterprise Software, Program Management, Agile Methodologies, Product Marketing, Team Leadership, CAD, R, Microsoft Excel

Education
University of Washington Bothell   2013 — 2016
Master's Degree, Computational Finance and Risk Management

University of Washington   2014 — 2014
Certificate of Computational Finance and Risk Management, Computational Finance and Risk Management

Brigham Young University   2007 — 2009
MBA, MBA Finance

Brigham Young University   1993 — 1997
BSME, Mechanical Engineering

University of Washington

Nan van der Steur Nan van der Steur Phoenix, Arizona Details
Nan van der Steur's Financial Engines Experience April 2015 - Present
Job Believing in the adage that every job is a selfportrait, she autographs her work with excellence.
Industry Financial Services
Experience
Financial Engines   April 2015 - Present
Financial Engines   January 2014 - March 2015
KKRC   January 2009 - February 2013
Gray Development Group/ Gray Construction, LLC   September 2006 - January 2009
Stirling Energy Systems, Inc.   December 2005 - August 2006
Alliance Residential Company  July 2001 - June 2005
Del Webb Corporation  February 1992 - February 2001

Skills
Office Management, Leadership, Forms & applications..., Developing corporate..., Company..., Procedural writing, Invoicing, Preparing..., Corporate event..., Managing files, records..., Administrative..., Process Optimization, Training, Building Relationships, Human Resources, Technical Writing, Organization &..., Time Management, Management, Software Documentation, Process Scheduler, Recruiting, Marketing, Sales

Education
Arizona State University
Four semesters completed, Theatre Performance (what was I thinking?)

Esther Kim Esther Kim San Francisco Bay Area Details
Esther Kim's Financial Engines Experience June 2010 - July 2012
Job Storyteller | Content Marketer
Industry Marketing and Advertising
Experience
Lever, Inc.   October 2014 - Present
SigFig  October 2013 - October 2014
Partnership for Children and Youth  December 2012 - October 2013
Mercado Global  July 2012 - September 2012
Financial Engines   June 2010 - July 2012
Qualcomm  May 2005 - February 2010

Skills
Cross-functional Team..., Research, Event Planning, Analysis, Salesforce.com, User Experience, Social Networking, Product Marketing, Strategic Communications, Competitive Analysis, Marketing Strategy, Marketing Communications, Entrepreneurship, Media Relations, Corporate Communications

Education
University of California, San Diego
Bachelor of Arts (B.A.), Clinical Psychology

California Institute of Integral Studies   2013 — 2016
Masters, Psychology

Brenton Miller Brenton Miller San Francisco Bay Area Details
Brenton Miller's Financial Engines Experience March 2015 - Present
Job Employee Communications Specialist at Financial Engines
Industry Public Relations and Communications
Experience
Financial Engines   March 2015 - Present
LegalZoom  May 2012 - March 2015
The Walt Disney Company  January 2008 - May 2012
The Walt Disney Company  June 2010 - November 2010
The Walt Disney Company  January 2008 - September 2008

Skills
Program Facilitation, Leadership Development, Time Management, Mac OS X, Relationship Development, Individualization, Responsibility, Listening Skills, Creative Problem Solving, Collaborative Leadership, Training &..., Process Development, Training, OS X, Web Design, HTML, JavaScript, jQuery, Dreamweaver, Photoshop, Microsoft Publisher, Microsoft Excel, Microsoft Word, Brand Management, Corporate Communications, Communication, Communication Skills, Leadership, Integrated Marketing, Program Management, SharePoint, Problem Solving, Event Planning, Web Development, Marketing, Microsoft Office, Social Media, Social Networking

Education
Chapman University, The George L. Argyros School of Business and Economics   2009 — 2011
MBA, Administration

University of California, Irvine   2013 — 2014
Certificate, Web Design & Development, A

University of California, Santa Barbara   2004 — 2009
BA, Business/Economics

Lance Hutchinson Lance Hutchinson Scottsdale, Arizona Details
Lance Hutchinson's Financial Engines Experience January 2014 - July 2014
Job Business Data Analyst at Experis (onsite consultant at Arizona Department of Education)
Industry Information Technology and Services
Experience
Experis  November 2014 - Present
Rogers Corporation  July 2014 - October 2014
Financial Engines   January 2014 - July 2014
Kforce  November 2012 - November 2013
Experis  May 2012 - November 2012
EPG, Inc. (Environmental Planning Group)   June 2007 - February 2012
Psomas  September 2004 - June 2007

Skills
GIS, ArcSDE, SQL Server, ArcGIS, Geospatial, Spatial, ArcGIS Server, Databases, ESRI, Access, Data Analysis, Visio, MS Project, Microsoft SQL Server, Spatial Analysis, Data Mapping, GPS, Data Management, Analytics, HTML, Requirements Gathering, Agile, Agile Methodologies, Business Intelligence, Project Management, SDLC, SQL, Software Development, VBA, SharePoint, Business Process, Python, Database Design, Web Services, ETL, JavaScript, Cloud Computing, T-SQL, Business Analysis, Analysis

Education
California State University-San Bernardino   2002 — 2004
BA Geography (Emphasis: GIS - Spatial/Technical Analysis, Minor: Information Management

University of California, Riverside   2001 — 2002
BA Geography (Emphasis: GIS - Spatial/Technical Analysis, Minor: Information Management

Dania Alvarez Dania Alvarez Phoenix, Arizona Area Details
Dania Alvarez's Financial Engines Experience May 2015 - Present
Job Email Coordination Intern at Financial Engines
Industry Management Consulting
Experience
Financial Engines   May 2015 - Present
Johnson Graduate School of Management at Cornell University  November 2014 - Present
Free Resource Online Student Tutoring   August 2013 - May 2014
AVID - Advancement Via Individual Determination  May 2013 - May 2014

Skills
Spanish, Classroom, Microsoft Word, PowerPoint, Research, Editing, Academic Tutoring, Youth Mentoring, Blogging, Windows, Event Planning, SharePoint, Outlook, Lync, Minitab, Tutorials, Social Media, Customer Service, Pinterest, Internet, Designing, Writing, Illustration, Creativity, Painting, English

Education
Cornell University ILR School   2014 — 2018
Bachelor's Degree, Industrial and Labor Relations

North Canyon High School   2010 — 2014
High School, International Baccalaureate

Nick Raffone Nick Raffone New York, New York Details
Nick Raffone's Financial Engines Experience May 2012 - August 2012
Job Investment Banking Analyst at Goldman Sachs
Industry Banking
Experience
Goldman Sachs  June 2013 - August 2013
Financial Engines   May 2012 - August 2012
Bowdoin College  September 2010 - June 2012
Financial Engines   June 2011 - September 2011

Skills
Microsoft Excel, Competitive Analysis, Analysis, PowerPoint, Microsoft Word, Microsoft Office, Market Research, Marketing Strategy, Public Speaking, Financial Modeling, Valuation, Equities

Education
Brown University   2012 — 2014
Bachelor of Arts (B.A.), Economics, Junior

Bowdoin College   2010 — 2012
Bachelor of Arts (B.A.), Economics

Noble and Greenough School   2004 — 2010

Jeff Fatt Jeff Fatt Phoenix, Arizona Details
Jeff Fatt's Financial Engines Experience July 2004 - April 2012
Job Real Estate Agent at Keller Williams Realty
Industry Real Estate
Experience
Keller Williams Realty  May 2012 - Present
Financial Engines   July 2004 - April 2012
Financial Engines Inc.   July 2004 - April 2012
Nationwide Financial Services  June 2003 - July 2004

Skills
College for Financial..., Portfolio Management, Strategic Financial..., Investment Properties, Insurance, Financial Analysis, Financial Services, Real Estate, Selling, Marketing, Financial Advisory, Investors, First Time Home Buyers, Foreclosures, Strategic Planning, Real Estate Transactions, Short Sales, Negotiation, Real Estate Economics, Management, Finance

Education
College for Financial Planning   2006 — 2006
Attained CMFC (Charter Mutual Fund Counselor)

College of Financial Planning   1994 — 1994

Arizona State University   1980 — 1985
Bachelor of Science (BS), Economics

Matthew Ryan, CFP®, EA Matthew Ryan, CFP®, EA Wellesley Hills, Massachusetts Details
Matthew Ryan, CFP®, EA's Financial Engines Experience December 2000 - December 2003
Job Investment Advisor at GW & Wade, LLC
Industry Financial Services
Experience
GW & Wade, LLC   May 2005 - Present
Financial Engines   December 2000 - December 2003
Diversified  December 1999 - December 2000
Fidelity Investments  February 1994 - January 1999
GW & Wade, LLC   January 1986 - January 1994

Skills
Estate Planning, Investments, Strategic Financial..., Investment Advisory, Portfolio Management, Asset Managment, Retirement Planning, Retirement, Wealth Management, Equities, Financial Analysis, Mutual Funds

Education
Boston College - Carroll School of Management   1989 — 1991
MS, Finance

Syracuse University - Martin J. Whitman School of Management   1980 — 1984
BS, Accounting

Alana Willis Alana Willis San Jose, California Details
Alana Willis's Financial Engines Experience 2008 - 2012
Job Financial Services Professional
Industry Financial Services
Experience
Financial Engines   2008 - 2012
Financial Engines, Inc   January 2004 - January 2008
Menlo Park Police Department  September 2004 - November 2004
EPA PD   January 2000 - January 2003

Skills
Solid administrative..., Outstanding skills in..., Excellent computer..., Advanced written..., Highly organized, a..., Customer service...

Education
College of San Mateo   2006 — 2014
Bachelor's Degree candidate, Administration of Justice & Sociology major

Woodside High School   1993 — 1996
Diploma, General Education

Dave Primicias Dave Primicias San Francisco Bay Area Details
Dave Primicias's Financial Engines Experience October 2013 - Present
Job Infrastructure Engineer at Financial Engines
Industry Information Technology and Services
Experience
Financial Engines   October 2013 - Present
TSSLink  February 2012 - October 2013
8x8, Inc.   2009 - January 2012
North Western Mutual  September 2007 - July 2009

Skills
Account Management, Salesforce.com, Microsoft Office, Customer Service, Facebook, Marketing, Product Management, Social Media, Mobile Devices, Social Media Marketing, Web Analytics, Wordpress, NetApp, NetApp Filers, Storage Solutions, Storage Area Networks, Storage Architecture, Remediation, WordPress, Technical Support, Networking, SAN

Education
Mission College   2003 — 2008
Marketing

Deepa Shiva Deepa Shiva Menlo Park, California Details
Deepa Shiva's Financial Engines Experience June 2014 - February 2015
Job I spend 100% of my time building the future of digital health that will touch human lives
Industry Health, Wellness and Fitness
Experience
Sano Technologies LLP   March 2014 - Present
Financial Engines   June 2014 - February 2015
Financial Engines   September 2011 - July 2013
Financial Engines   September 2009 - September 2011
Capital One Auto Finance  January 2008 - September 2009
JPMorgan Chase  June 2007 - October 2007
Capital One  September 2006 - June 2007
Bank of America  October 2004 - August 2006
Group 1 Software  January 2001 - August 2004

Skills
Entrepreneurship, PDLC, Product Management, Product Marketing, Full SDLC, Business Analysis, Leadership, Vendor Management, Agile Methodologies, Analysis, Software Development, Requirements Analysis, Marketing, Strategic Planning, Financial Services, Cross-functional Team..., Customer Experience, Enterprise Software, Training, SQL, Agile Project Management, Dialogue Programming, Visio, Strategy, Management, Agile, New Business Development

Education
Bharathiar University   1993 — 1996
Bachelor of Science (BS), Physics

George Lambert George Lambert Greater Boston Area Details
George Lambert's Financial Engines Experience July 2013 - July 2014
Job Senior Manager, Institutional Sales at LearnVest, Inc.
Industry Financial Services
Experience
LearnVest, Inc.   July 2014 - Present
Financial Engines   July 2013 - July 2014
Financial Engines   August 2011 - July 2013
Loomis, Sayles & Company   September 2010 - July 2011
Loomis, Sayles & Company   October 2004 - August 2010
Loomis, Sayles & Company   October 2003 - September 2004
Assumption University  June 2002 - June 2003

Skills
Investment Strategies, Investments, Marketing, Defined Contribution, Defined Benefit, Taft-Hartley, Institutional Sales, New Business Development, Employee Wellness..., Salesforce.com, Common Sense, Brainshark, Investment Advisory..., Financial Wellness

Education
Babson College - Franklin W. Olin Graduate School of Business   2011 — 2014
Master of Business Administration (MBA)

Boston University - School of Management   2007 — 2008
Master of Science, Investment Management

Loyola College in Maryland   1998 — 2002
BBA, International Business

University of Pittsburgh   2000 — 2000

Thayer Academy   1994 — 1998

Lori McDonald Lori McDonald San Ramon, California Details
Lori McDonald's Financial Engines Experience June 2011 - June 2013
Job Franchise Owner, Travel Advisor at Cruise Planners
Industry Leisure, Travel & Tourism
Experience
Cruise Planners Lori McDonald   2013 - Present
Financial Engines   June 2011 - June 2013
Financial Engines   July 2005 - June 2011
Biz 360   2003 - 2005
ADP  2001 - 2003
Yahoo!  October 1997 - April 2001
Four11 Corporation   September 1995 - October 1997
Self Employed  December 1993 - September 1995
Harris Bretall Sullivan & Smith  March 1989 - December 1993
Wells Fargo Investment Advisors  1987 - 1989

Skills
Portfolio Management, Financial Services, Relationship Management, Project Management, Investments, Strategic Financial..., Start-ups, Customer Service, Strategy, Analytics, 401k, Business Analysis, Mutual Funds, Mergers & Acquisitions, Leadership, Event Management, Sales, Management, Marketing Strategy

Education
Golden Gate University   1990 — 1992
Master of Business Administration (M.B.A.), Finance/Investments

California State University-Sacramento   1984 — 1986
BS, Finance

AMEYA DIGHE AMEYA DIGHE San Jose, California Details
AMEYA DIGHE's Financial Engines Experience July 2015 - Present
Job Masters Computer Science graduate seeking a full time role as a software engineer.
Industry Computer Software
Experience
Financial Engines   July 2015 - Present
California State University, Fullerton  September 2014 - May 2015
Financial Engines   June 2014 - August 2014
Wyse Biometrics Systems Pvt. Ltd. India   September 2012 - May 2013
Marathwada Mitramandal's College of Engineering   July 2012 - September 2012
Marathwada Mitra Mandal’s College of Engineering   May 2010 - July 2010

Skills
PL/SQL, Microsoft SQL Server, Netezza, Tableau, hortonworks, Apache Hive, Hadoop, Python, SQL Server Management..., T-SQL Stored Procedures, Microsoft Excel, Matlab, C#, C++, C Programming, HTML, VB.NET, Java, Microsoft Word, PowerPoint, Visio, C, CSS, Bootstrap, JavaScript, Eclipse, IPython Notebook, Git, VirtualBox, ASP.NET, MVC, RESTful WebServices, Microsoft visual Studio, PHP, Visual Basic, Perforce, Unity, ASP.NET MVC

Education
California State University-Fullerton   2013 — 2015
Master’s Degree, Computer Science, GPA 3.7

University of Pune   2008 — 2012
Bachelor of Engineering (B.E.), Electronics and Telecommunication, First Class With Distinction

Mariam Emneina Mariam Emneina New York, New York Details
Mariam Emneina's Financial Engines Experience June 2006 - July 2006
Job Operations Manager at Donovan Law Office
Industry Law Practice
Experience
Donovan Law Office   May 2014 - Present
ModaMi   January 2012 - January 2014
Hill & Knowlton  February 2008 - March 2010
Financial Engines   June 2006 - July 2006

Skills
Media Relations, Public Relations, Corporate Communications, Event Management, Press Releases, Event Planning, Social Media, Strategic Communications, Marketing Communications, Crisis Communications, Strategy, Marketing

Education
American University of Sharjah   2003 — 2007
Bachelor of Science (B.S.), Mass Communications - Concentration in Public Relations

American International School in Abu Dhabi   2001 — 2003
High School

Adrian C. Wilcox High School   1999 — 2001
High School

Ryan Fiske Ryan Fiske Mesa, Arizona Details
Ryan Fiske's Financial Engines Experience September 2015 - Present
Job Investment Team Supervisor at Financial Engines
Industry Internet
Experience
Financial Engines   September 2015 - Present
GoDaddy  February 2009 - September 2015
Self-Employed, day trading and private investments  December 2014 - July 2015
Enterprise Rent-A-Car  January 2008 - February 2009

Skills
Team Building, Team Leadership, Team Management, Team Culture, Goal Oriented, Customer Service, Sales, Sales Rep Training, Sales Leadership..., Motivational Speaking, Customer Experience, Inbound Marketing, Online Advertising, Call Centers, Social Media Marketing, Customer Acquisition, Account Management, Troubleshooting, SEO, Web Development, WordPress, Email Marketing, HTML, E-commerce, Leadership, CRM, Management, Online Marketing

Education
Arizona State University   2003 — 2008
Bachelor of Science (BS), Business Administration and Management, 3.8

Nick Salgado Nick Salgado Greater San Diego Area Details
Nick Salgado's Financial Engines Experience May 2008 - June 2009
Job Pricing Manager at Salient Federal Solutions
Industry Information Technology and Services
Experience
Salient CRGT  October 2013 - Present
Salient Federal Solutions  June 2009 - October 2013
Financial Engines   May 2008 - June 2009
DCMA  May 2007 - May 2008

Skills
Microsoft Excel, Government Contracting, RFP, Program Management, Process Improvement, Communication, Contract Pricing, DoD, Proposal Writing, Security Clearance, Analysis, Leadership, Government, Project Management, Training, Pricing, Customer Service, Management

Education
Arizona State University   2004 — 2008
BS, Global Business Finance

Keith Kotfica Keith Kotfica Greater Boston Area Details
Keith Kotfica's Financial Engines Experience June 2014 - Present
Job Relationship Executive at Financial Engines
Industry Human Resources
Experience
Financial Engines   June 2014 - Present
Buck Consultants  March 2013 - June 2014
Xerox Human Resource & Outsourcing Solutions (formerly ACS)   February 2008 - March 2013
CitiStreet (Now ING)   October 1994 - February 2008
Kwasha Lipton (now ACS)   March 1993 - September 1994
Towers Perrin  January 1989 - December 1992

Skills
Project Management, Employee Benefits, Pensions, Defined Benefit, Deferred Compensation, Defined Contribution, Relationship Management, Full P&L Responsibility, Product Development, Retirement, Health & Welfare..., Process Improvement, HR Consulting, Business Analysis, Management, Business Process..., Business Planning, Leadership, Benefits Administration, Change Management, 401k, Six Sigma, Outsourcing, Vendor Management, Consulting

Education
Babson College   1995 — 2003
MBA, Business Administration

Baruch College, City University of New York (CUNY)   1990 — 1992
BBA, Finance

Koushik Srinivas Kothagal Koushik Srinivas Kothagal San Francisco Bay Area Details
Koushik Srinivas Kothagal's Financial Engines Experience December 2013 - Present
Job Senior Software Engineer
Industry Computer Software
Experience
Financial Engines   December 2013 - Present
NIIT Technologies Limited  November 2011 - December 2013
Rearden Commerce  November 2011 - December 2013
Infosys  May 2007 - November 2011
Infosys Technologies Ltd  May 2007 - May 2008
Tata Consultancy Services  October 2002 - May 2006

Skills
Spring, Struts, Hibernate, Servlets, Java Enterprise Edition, Java, Core Java, Maven, Web Services, PL/SQL, SQL, JSP, Weblogic, JDBC, JUnit, JSF, EJB, REST, Oracle, Tomcat, Eclipse, SDLC, JMS, Unix, Maven2, Ant, JAX-WS, SOA, Spring Framework, PostgreSQL, AOP, SOAP, SpringSource, Spring Webflow, Hibernate 3.1, J2EE Web Services, J2EE Application..., WebLogic, Spring Integration

Education
Bangalore University   1997 — 2001
BE, Computer Science and Engineering

Stacy Byrne Stacy Byrne San Francisco Bay Area Details
Stacy Byrne's Financial Engines Experience February 2000 - January 2002
Job Senior Account Executive at Google
Industry Online Media
Experience
Google  June 2013 - Present
CBS Interactive  July 2012 - May 2013
CBS Interactive  March 2011 - July 2012
International Data Group (IDG)   March 2009 - March 2011
LinkedIn  July 2008 - March 2009
Ziff Davis Enterprise  July 2004 - July 2008
Totaljobs Group   May 2003 - February 2004
Magicalia   March 2002 - May 2003
Financial Engines   February 2000 - January 2002
Gap Inc.  June 1999 - February 2000

Skills
Advertising Sales, Lead Generation, B2B Marketing, Social Networking, Consultative Selling, B2C marketing, Online Sales, Online Advertising, Sales Presentations, Media Sales, Sales, Interactive Marketing, Negotiation, Webcasting, Mobile Marketing, Selling, Advertising, Strategic Partnerships, Mobile Advertising, Media Planning, B2B, Digital Marketing, New Media, Digital Media, Digital Strategy, Media Buying, Integrated Marketing, Marketing Communications, CRM, Ad Networks, Marketing, Direct Marketing, Google Analytics, Google Adwords, SEM, SEO, Online Marketing, Web Analytics

Education
Bradley University
BS, Communications & Business Minor

Aaron Tabela Aaron Tabela Greater Boston Area Details
Aaron Tabela's Financial Engines Experience February 2013 - October 2013
Job Senior Director, Institutional Marketing, at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  November 2013 - Present
Financial Engines   February 2013 - October 2013
Financial Engines   November 2011 - January 2013
Financial Engines   October 2010 - October 2011
Mercer Human Resource Consulting  January 2008 - October 2010

Skills
Marketing Strategy, Marketing Communications, Marketing Analytics, Market Research, Event Planning, Public Relations, Online Advertising, Direct Marketing, Project Management, Financial Services, Email Marketing, Analytics, Marketing, Strategy, Product Marketing, CRM, Salesforce.com, Segmentation, Strategic Partnerships, Digital Marketing, Product Management, Marketing Management, Online Marketing, Strategic Communications, Management, Social Media Marketing

Education
Boston University Questrom School of Business   2009 — 2011
MBA, Marketing, Strategy

Boston College   1997 — 2001
BA, English and Economics (double major)

Thayer Academy   1993 — 1997

Percy Monroe, CEP Percy Monroe, CEP Boston, Massachusetts Details
Percy Monroe, CEP's Financial Engines Experience July 2014 - September 2015
Job Internal Sales Director at Empower Retirement
Industry Financial Services
Experience
Empower Retirement  September 2015 - Present
Financial Engines   July 2014 - September 2015
Fidelity Investments  January 2013 - June 2014
Fidelity Investments  March 2010 - January 2013
John Hancock Life Insurance Company (U.S.A.)   March 2009 - May 2010
Fidelity Investments  April 2007 - March 2009

Education
Fitchburg State University

Cape Cod Community College

Ivonne Roberts Ivonne Roberts San Jose, California Details
Ivonne Roberts's Financial Engines Experience December 2013 - Present
Job Staff Software Engineer at Financial Engines
Industry Computer Software
Experience
Financial Engines   December 2013 - Present
Crown Awards  January 2009 - December 2013
Crown Awards  January 2007 - December 2008

Skills
Java, JSP, AJAX, XML, JavaScript, HTML, Apache Tomcat, Databases, SQL, Unix, Subversion, Eclipse, Flash, Photoshop, Illustrator, Dreamweaver, InDesign, E-commerce, Tomcat, CMS, CSS, Web Design, Web Services, JSON, PHP, Email Marketing, MVC, REST, WordPress, jQuery

Education
Polytechnic University   2010 — 2012
MS, Computer Science

Andrews University   2001 — 2005
BT, Digital Multimedia

Andrews University   2001 — 2005
BA, Spanish for International Trade

Veena Pakala Veena Pakala Boston, Massachusetts Details
Veena Pakala's Financial Engines Experience May 2015 - Present
Job Information Systems Intern at Financial Engines
Industry Information Technology and Services
Experience
Financial Engines   May 2015 - Present
LifeSpring Hospitals Private Ltd.   December 2012 - February 2013
CMC LTD  May 2012 - June 2012
Spanedea   February 2012 - April 2012
Dhanush InfoTech (Aust) Pty Ltd   June 2011 - July 2011

Education
Boston University   2014 — 2015
Master's Degree, Computer and Information Systems

Osmania University   2009 — 2013
Bachelor of Engineering (BEng), Computer Science

James R. Hunt James R. Hunt Duxbury, Massachusetts Details
James R. Hunt's Financial Engines Experience October 2013 - Present
Job Service Delivery Project Manager at Financial Engines
Industry Financial Services
Experience
Financial Engines   October 2013 - Present
Mercer  August 2010 - October 2013
Mercer  November 2007 - October 2010
Mercer  January 2006 - November 2007
Putnam Investments  October 2000 - January 2006
Putnam Investments  October 1999 - October 2000
Army National Guard  October 1991 - October 2000
Sign Graphix   July 1998 - October 1999
Putnam Investments  July 1995 - July 1998
Putnam Investments  December 1993 - July 1995

Skills
Training, Outsourcing, Six Sigma, Benefits Administration, Employee Benefits, Defined Contribution, Building Relationships, Mentoring New Hires, Performance Management, Employee Engagement, Retirement, Program Management, Call Centers, Process Improvement, Human Resources, Talent Management

Education
Curry College
Bachelors, Business Management

Curry College
Certificate, Human Resource Management

Quincy College
Associates, Business Admnistration

David B. Yoffie David B. Yoffie Greater Boston Area Details
David B. Yoffie's Financial Engines Experience June 2011 - Present
Job Professor & Corporate Director
Industry Higher Education
Experience
TiVo  September 2011 - Present
HTC  June 2011 - Present
Financial Engines   June 2011 - Present
Intel Corporation  July 1989 - Present
Harvard Business School  July 1981 - Present
MindTree  December 2008 - March 2015
Enterprise Mobile  December 2007 - March 2011
Charles Schwab  May 2003 - May 2007
Spotfire  January 2002 - May 2007
Englishtown.com   2000 - 2004

Skills
Competitive Analysis, Governance, Strategic Planning, Business Strategy, Strategy Development, Researching New...

Education
Harvard University   1990 — 1990
Hon MA, honorary masters of art

Stanford University   1976 — 1981
MA, PhD, International Political Economy

University of Michigan   1977 — 1977
Statistics

Brandeis University   1972 — 1976
BA, Poltical Science

Kate Finney Kate Finney Greater Boston Area Details
Kate Finney's Financial Engines Experience April 2010 - October 2013
Job Marketing Strategy Consultant at Voya Financial
Industry Marketing and Advertising
Experience
Voya Financial  2015 - Present
TIAA-CREF  2014 - 2014
Financial Engines   April 2010 - October 2013
Financial Engines   April 2007 - April 2010
Financial Engines   September 2005 - April 2007
Putnam Investments  September 2001 - 2005
Putnam Investments  January 2001 - September 2002
Crimson & Brown Associates   1997 - 1999

Skills
Mutual Funds, 401k, Financial Services, Asset Allocation, Relationship Management, Series 63, Investments, Retirement, Marketing Communications, Strategic Planning, Integrated Marketing, Marketing Strategy, Marketing, Product Management, Cross-functional Team..., Strategic Partnerships, Strategy, Management

Education
Colby College   1993 — 1997
B.A., English Literature, French

Babson College - Franklin W. Olin Graduate School of Business   2005 — 2007
M.B.A., Business

Janet Borchard Janet Borchard San Francisco Bay Area Details
Janet Borchard's Financial Engines Experience December 2005 - February 2006
Job Legal Assistant
Industry Computer Software
Experience
Acusis  October 2006 - September 2007
Financial Engines   December 2005 - February 2006
Information Systems and Networks Corp.   February 2004 - June 2005

Skills
Outlook, Administrative..., Proofreading, Microsoft Office, Customer Service, Travel Arrangements, Microsoft Word, Online Research, Microsoft Excel, PowerPoint, Research, Contract Management

Education
California State University-Chico   1971 — 1973
BA

Rob Schuler Rob Schuler San Francisco Bay Area Details
Rob Schuler's Financial Engines Experience June 2010 - February 2011
Job Owner, Designer at Magnus Design
Industry Design
Experience
Magnus Design   December 1995 - Present
Financial Engines   June 2010 - February 2011
Gazillion Entertainment  August 2007 - May 2010
Rolling Orange   October 2005 - October 2006
Proofpoint  December 2004 - May 2005
Reconnex  September 2003 - February 2004
Tybrin Corp   May 2002 - September 2002
Resonate  September 2001 - May 2002
Spirent Communications  September 2001 - October 2001
Walt Disney Internet Group  July 2000 - September 2000

Skills
User Interface Design, Interaction Design, User Experience Design, Flash, Information Architecture, Web Design, Illustration, Graphic Design, Web Development, User Experience, User Interface, Visual Design, Wireframes, User-centered Design, Usability Testing, HTML, CSS, CMS, Mobile Applications, Web Applications, E-commerce, Mobile Devices, Creative Direction, Corporate Identity, Email Marketing, Art Direction, Concept Design, Storyboarding, Information Design, Photoshop

Education
San Jose State University   1998 — 2000
Industrial Design

Antelope Valley College   1996 — 1997
Associate of Arts

University of North Florida   1994 — 1995
Graphic Design

Natalia Balashevich Natalia Balashevich San Francisco Bay Area Details
Natalia Balashevich's Financial Engines Experience August 2012 - Present
Job SQA Engineer
Industry Information Technology and Services
Experience
Financial Engines   August 2012 - Present
IBM DemandTec Solutions  March 2011 - August 2012
M-Factor (acquired by DemandTec)   October 2009 - March 2011
moka5  July 2009 - October 2009

Education
Belaruski Dziarzhauny Universitet
MSc, Applied Mathematics, Summa Cum Laude

Belaruski Dziarzhauny Universitet
PhD, Applied Mathematics

Kenneth B. Kann Kenneth B. Kann Phoenix, Arizona Area Details
Kenneth B. Kann's Financial Engines Experience July 2004 - October 2006
Job Vice President Investment Services
Industry Investment Management
Experience
Windsor Capital Management LLC   August 2010 - Present
Compass Bank Wealth Management   October 2006 - August 2008
Financial Engines   July 2004 - October 2006
Charles Schwab & Co., Inc.   October 1989 - July 2004

Skills
Wealth Management, Investments, Investment Management, Business Analysis, Series 7, Fixed Income

Education
Arizona State University - W. P. Carey School of Business   2008 — 2010
Post Baccalaureate, Accounting

University of Phoenix   1998 — 2001
MBA, Business Administration

University of South Florida   1984 — 1989
BA, Psychology

NRHS   1980 — 1984

Jim Trezona Jim Trezona Phoenix, Arizona Area Details
Jim Trezona's Financial Engines Experience December 2011 - Present
Job Investment Advisor Representative, CRPC®
Industry Financial Services
Experience
Financial Engines   December 2011 - Present
Financial Engines   June 2011 - December 2011
MFS Investment Management  February 2008 - April 2011
GMAC REAL ESTATE  March 2005 - March 2008
Vanguard  January 2003 - July 2006
Wells Fargo Advisors  November 2001 - November 2002
American Express Financial Advisors  September 2000 - November 2001
Rods & Resto's   December 1998 - August 2000
Donaldson  February 1994 - November 1998
Various  1990 - 1993

Skills
Outstanding Customer..., Financial Analysis, Problem Solving, Logistics, Leadership Development, Retirement, Talent Acquisition, Asset Allocation, IRAs, Financial Services, Strategic Financial..., Retirement Planning, Performance Management, 401k, Sales, Investments, Coaching, Strategic Planning, Process Improvement, Call Center, Investment Strategies, Analysis, Investment Management, Project Management, Account Management, Series 65, Financial Advisory, Relationship Management, Training, Building Relationships, Customer Service, Financial Planning

Education
Michigan Technological University   1981 — 1983

Brown College   1979 — 1980
Diploma & 1st Class FCC License, Radio and Television Broadcasting

Northwestern Military & Naval Academy   1967 — 1971
Diploma, College Prep

Lisa Renery Handalian Lisa Renery Handalian San Francisco Bay Area Details
Lisa Renery Handalian's Financial Engines Experience June 2013 - July 2013
Job Senior User Researcher at Ancestry.com
Industry Research
Experience
Ancestry.com  November 2013 - Present
PARC  August 2013 - November 2013
Financial Engines   June 2013 - July 2013
Bank of America  February 2008 - May 2013
Fidelity Investments  August 2006 - February 2008
Keynote Systems  August 2004 - July 2006
WebCT (acquired by BlackBoard)   September 1999 - March 2003
Suffolk University  August 1997 - August 1999
Bilkent University, Ankara Turkey   June 1996 - June 1997
Mason Perkins Deafness Fund   July 1988 - February 1991

Skills
Storytelling, Design Research, Design Thinking, Ethnography, Strategic Thinking, User Experience, User-centered Design, Information Architecture, Card Sorting, Interviews, Usability Testing, Remote User Testing, Information Design, Mobile Devices, Qualitative Research, Strategy, Usability, User Experience Design, User Research, Wireframes, Experience Design, Agile Methodologies

Education
Bentley University   2003 — 2004
Master of Science (M.S.), Human Factors in Information Design, 4.0 (Dandes Valedictorian Award recipient)

California College of the Arts   2013 — 2013
Certificate, Innovation Leadership, Leading by Design Fellows Program

University of Massachusetts Boston   1992 — 1994
Master of Arts (M.A.), English as a Second Language Studies / Applied Linguistics

Wesleyan University   1984 — 1988
BA, Linguistics, anthropology

Gallaudet University   1990 — 1991
Graduate Fellowship, Sign Language Linguistics & Interpreting Department

Ranney School
H.S. Diploma, "Down the Shore" (New Jersey)

Nicholas Ferbert Nicholas Ferbert Greater Boston Area Details
Nicholas Ferbert's Financial Engines Experience January 2015 - Present
Job Investment Advisor at Financial Engines
Industry Financial Services
Experience
Financial Engines   January 2015 - Present
Babson College  November 2014 - November 2014
Ballentine Partners, LLC  January 2014 - November 2014
Government of Japan  2012 - 2013

Skills
Investments, Trading, Financial Planning, Relationship Management, Entrepreneurship

Education
Boston University
Bachelor of Arts, Philosophy and Psychology

Concord-Carlisle High School
Diploma

Peter Kooken Peter Kooken Greater Boston Area Details
Peter Kooken's Financial Engines Experience March 2014 - Present
Job Senior Director, Sponsor & Provider Marketing at Financial Engines
Industry Financial Services
Experience
Financial Engines   March 2014 - Present
New York Life Retirement Plan Services  April 2011 - March 2014
new york life retirement plan services  July 2007 - April 2011
New york life retirement plan services  February 2002 - July 2007

Skills
Integrated Marketing, Marketing Strategy, Series 7, Product Marketing, Marketing Communications, Retirement, Direct Marketing, Management, Series 63, Business Planning, Sales, Investments, Marketing, Financial Services, Mutual Funds, 401k, Series 6, Retirement Planning, Relationship Management, Strategy, Investment Advisory, Asset Allocation

Education
Boston College - Wallace E. Carroll Graduate School of Management   1991 — 1995
MBA, Marketing

Boston College - Carroll School of Management   1986 — 1990
bs, management, finance

Chris McCarthy Chris McCarthy Greater Boston Area Details
Chris McCarthy's Financial Engines Experience February 2014 - Present
Job Experienced sales executive: work with plan sponsors and consultants to improve employee retirement readiness
Industry Financial Services
Experience
Voya Financial  April 2015 - Present
Financial Engines   February 2014 - Present
Charles Schwab  May 2000 - February 2014
Fidelity Investments  1990 - 2000

Skills
Series 63, Series 7, 401k, Retirement, Financial Services, Mutual Funds, Wealth Management, Series 65, Asset Allocation, Investment Advisory, Retirement Planning, Series 6, Series 24, Securities, FINRA, Presentation Skills, Relationship Building, Investments

Education
Bryant University   1985 — 1989
Bachelor's Degree, Business Administration

Bishop Fenwick   1981 — 1985

Luke Mertens Luke Mertens San Francisco Bay Area Details
Luke Mertens's Financial Engines Experience December 2014 - Present
Job Software full stack
Industry Computer Software
Experience
Financial Engines   December 2014 - Present
Collabranicity LLC   July 2013 - Present
Averbis GmbH   February 2014 - October 2014
ThreatMetrix  February 2012 - June 2013
Real-Time Innovations  September 2011 - February 2012
Luke Mertens   July 2010 - August 2011
BAE Systems  July 2005 - July 2010
CDM Technologies, Inc  2004 - 2005

Skills
AngularJS, JavaScript, Solr, C++, Eclipse, Java, Linux, Software Development, Software Engineering, Git, Qt, Web Applications, Object Oriented Design, Distributed Systems, MySQL, GWT, Wordpress, Agile Methodologies, Scalability, Python, Unix, CVS, Grails, PostgreSQL, Ruby on Rails

Education
San Jose State University   2007 — 2010
MBA/MSE, Business/Software Engineering

California Polytechnic State University-San Luis Obispo   2001 — 2005
BS, Computer Science

Raghu Amireddy Raghu Amireddy San Francisco Bay Area Details
Raghu Amireddy's Financial Engines Experience 1999 - 2001
Job Americas Marketing Analytics Manager at VMware
Industry Computer Software
Experience
VMware  2012 - Present
CyberSourceVisa   2011 - 2012
Check Point Software Technologies  2011 - 2011
Symantec  2007 - 2010
Autodesk  2003 - 2007
PeopleSoft Inc.  2001 - 2003
Financial Engines   1999 - 2001
Caltrans  1999 - 1999
AT&T  1999 - 1999
SMUD  1999 - 1999

Skills
Demand Generation, Omniture, E-commerce, Database Marketing, Siebel, Business Process..., Metrics, Strategic Planning, Master Data Management, Decision Support, PeopleSoft, Quantitative Analytics, Eloqua, SFDC, DQM, OBIEE

Education
De Anza College   2001 — 2002
Certification Program

Arizona State University   1996 — 1998
MS

Osmania University   1992 — 1996
BE

Dexter Buck Dexter Buck San Francisco Bay Area Details
Dexter Buck's Financial Engines Experience June 2013 - Present
Job Chief Compliance Officer with Expertise in Investment Advisers Act // Investment Company Act
Industry Financial Services
Experience
Financial Engines   June 2013 - Present
Piper Jaffray Investment Management   August 2012 - January 2013
Nuveen Investments  January 2011 - May 2012
FAF Advisors, Inc.   July 2004 - December 2010
GE Private Asset Management   2002 - 2004
Capital Group  1999 - 2000
Transamerica  1997 - 1998
Janus  1992 - 1997

Skills
Securities, FINRA, Investments, Mutual Funds, Mergers, Series 24, Investment Advisory, Alternative Investments, Investment Policy..., Wealth Management, Hedge Funds, Series 7, Series 63, Asset Management, Equities, Securities Regulation, Fixed Income, Financial Services, Banking, Mergers & Acquisitions, 401k, AML, Asset Allocation, Bonds, Capital Markets, Corporate Governance, Derivatives, Due Diligence, ETFs, Financial Risk, Investment Management, Investment Strategies, Options, Portfolio Management, Retirement Planning, Risk Management, SEC, Series 6, Series 65, Trading, Uniform Combined State...

Education
Watterson College   1984 — 1985
Paralegal Studies, Advanced Litigation/Computer-Assisted Legal Research

California State University-Northridge   1976 — 1978
Bachelor of Arts, Political Science and Government

La Junta High School

Andrea Tyler Andrea Tyler Greater Boston Area Details
Andrea Tyler's Financial Engines Experience January 2014 - Present
Job Compliance Professional
Industry Financial Services
Experience
Financial Engines   January 2014 - Present
Financial Engines   August 2011 - January 2014
Financial Engines   February 2010 - August 2011
Massachusetts House of Representatives  October 2009 - January 2010
Contract Paralegal  October 2008 - July 2009
International Poster Gallery  January 2008 - October 2008
Pojani Hurley Ritter & Salvidio, LLP   June 2006 - December 2007

Skills
Legal Writing, Legislative Relations, Legislation, Policy, Legal Research, Westlaw, Lexis, Research, Public Policy, Policy Analysis, Litigation, Outlook, Financial Services, FINRA, Legal Compliance, Investment Advisor..., Investment Advisers Act, Licensing, Corporate Governance, Securities

Education
Clark University   2003 — 2007
Bachelor of Arts, Government, Art History

Birkbeck College, University of London   2005 — 2006
Bachelor of Arts (B.A.), Art History

Nicholas Pentecost, MBA Nicholas Pentecost, MBA San Francisco Bay Area Details
Nicholas Pentecost, MBA's Financial Engines Experience November 2014 - Present
Job HRIS Analyst
Industry Human Resources
Experience
Financial Engines   November 2014 - Present
Lam Research  May 2014 - October 2014
Brooks Brothers  October 2012 - May 2014
Law Offices of Judith Mustille   April 2010 - May 2013
Retriever Medical/Dental Payments   August 2011 - August 2012
Macy's Department Stores  October 2006 - February 2010
Albright & Rhodes   September 2005 - October 2006

Skills
Human Resources, Recruiting, Performance Management, Customer Retention, Hiring, Staff Development, Credit Card Transaction..., Sales Presentations, Outside Sales, Conflict Resolution, PeopleSoft, Microsoft Office, Process Consulting, Business Systems..., Sales Management, Operations Management, Client Development, Staff Supervision, Temporary Staffing, Staff Retention, Staff Management, Microsoft Excel, Mainframe, Taleo, Customer Service, HRIS, Workforce Planning, Employee Engagement, Organizational..., HR Consulting, FMLA, HR Policies, Contract Recruitment, Talent Management, Organizational..., Employee Management, Technical Recruiting, Business Planning, Leadership Development, Consulting, Contract Negotiation, SAP HR, Microsoft Office..., BrassRing, Vlookup, Microsoft Project 2013, SuccessFactors, Outlook, MS Excel Pivot Tables, Excel Dashboards

Education
University of Maryland University College   2011 — 2014
Master of Business Administration (M.B.A.), Business Administration and Human Resources

California State University-Hayward   2012 — 2013
Human Resource Management Certificate, Human Resources Management

McDaniel College   2000 — 2005
Bachelor of Arts (BA)

Nivedita Sancheti Nivedita Sancheti San Jose, California Details
Nivedita Sancheti's Financial Engines Experience September 2014 - May 2015
Job Software Engineer at Autodesk
Industry Computer Software
Experience
Autodesk  September 2015 - Present
Financial Engines   September 2014 - May 2015
Symantec  June 2014 - August 2014
Persistent Systems  January 2010 - June 2013

Skills
ASP.NET, JavaScript, CSS, MySQL, Core Java, Java, C++, C, CSS3, Eclipse, XML, C#, .NET, Microsoft SQL Server, SQL, Team Management, HTML 5, jQuery, JUnit, MongoDB, NoSQL, Node.js, Web Design, OOP, Python, Agile Methodologies, Scrum, REST, Software Engineering, Linux, Visual Studio, Oracle, HTML, Databases, Software Development, Design Patterns, JSP, Java Enterprise Edition, HTML5

Education
San Jose State University   2013 — 2015
Master of Science (M.S.), Computer Software Engineering, 3.9

Pune Vidhyarthi Griha's College Of Engineering And Technology   2006 — 2010
Bachelor of Engineering (B.E.), Information Technology, 3.69

Edward Fine Edward Fine San Francisco Bay Area Details
Edward Fine's Financial Engines Experience September 2000 - July 2006
Job VP of Data Science at BlackRock
Industry Computer Software
Experience
BlackRock  February 2015 - Present
WibiData  November 2013 - December 2014
One Kings Lane  October 2012 - June 2013
Microsoft  November 2011 - October 2012
Crowdcast  June 2008 - June 2011
Baker Street Advisors  September 2006 - February 2009
Financial Engines   September 2000 - July 2006
Pareto Partners  1997 - 2000

Skills
Scalding, Kiji, Scala, Statistical Modeling, Machine Learning, Statistics, Big Data, Hadoop, Algorithms, R, Matlab, Data Science, SQL, Applied Mathematics, Python, Data Mining, Product Management, Mathematics, Predictive Analytics, Asset Allocation, Portfolio Optimization, Strategy, Natural Language..., Data Visualization, Distributed Systems, JavaScript, MapReduce, Artificial Intelligence, Data Analysis

Education
CFA Institute   2000 — 2002
CFA Charterholder

Caltech   1996 — 1998
MS

Wesleyan University   1991 — 1995
BA

San Francisco University High School   1987 — 1991

L. Andrew McGraw L. Andrew McGraw Phoenix, Arizona Area Details
L. Andrew McGraw's Financial Engines Experience April 2008 - March 2009
Job President at McGraw Custom Financial Solutions
Industry Financial Services
Experience
McGraw Custom Financial Solutions LLC   March 2009 - Present
Connected in East Valley AZ, LinkedIn Networking Group   September 2010 - December 2012
Financial Engines   April 2008 - March 2009
Senior Tax Advisors   January 2007 - March 2008

Skills
Estate Planning, Investments, Small Business, Strategic Financial..., Financial Advisory, Strategic Planning, Finance, Asset Management, Asset Managment, Veterans Aid and..., Portfolio Management, Insurance, Entrepreneurship, Wealth Accumulation, Mutual Funds, Universal Life, Long-term Care, Retirement Planning, Financial Planners, Financial Services, Life Insurance, Asset Allocation, Term Life Insurance, Fixed Annuities, Wealth Management, Investment Strategies, Wealth, Retirement, Health Insurance, Veterans Benefits, Networking, Business Planning, 401k, IRAs, Investment Advisory, Series 63, Series 6, Whole Life, Financial Planning, EMT, Leadership

Education
California Coast University   2006 — 2008
BS, Business Administration

Kaplan University   2005 — 2006
Financial Planning and Services

Weber State University   1996 — 1998
Associate of Arts (AA)

toastmasters

Patricia Silverberg Patricia Silverberg Phoenix, Arizona Area Details
Patricia Silverberg's Financial Engines Experience May 2008 - December 2008
Job Technical Writer at Avnet (Insight Global Contractor)
Industry Information Technology and Services
Experience
Avnet (Insight Global Contractor)   February 2015 - Present
FlipSwitch  July 2012 - May 2014
Avnet  May 2012 - December 2012
University of Phoenix  February 2012 - May 2012
Wyndham Hotel Group  November 2010 - November 2011
JDA Software  May 2010 - September 2010
Maricopa Integrated Health Services   November 2009 - February 2010
Financial Engines   May 2008 - December 2008
Education 2020  April 2007 - December 2007
AIMS/NCLB   August 2006 - April 2007

Skills
Microsoft Word, Software Documentation, Technical Writing, Editing, Instructional Design, Microsoft Office, SharePoint, HTML, Research, Process Improvement, Technical Documentation, Proofreading, Visio, Training, Windows, Troubleshooting, Public Speaking, Business Analysis, Microsoft Excel, Project Management, Manuals, SDLC, Program Management, E-Learning, Management, Multimedia, Adobe Acrobat, Proposal Writing, SnagIt, RoboHelp, FrameMaker, Curriculum Design, Teaching, Online Help, Instructor-led Training, Copy Editing, Social Networking, Captivate, Adult Education

Education
Northern Arizona University   2003 — 2005
M.A., Professional Writing\Educational Technology, 4.0

Arizona State University
Master of Arts, Humanities, 3.5

Pace University   1985 — 1989
Bachelor of Arts (B.A.), Drama and Dramatics/Theatre Arts, General, 3.5

Hillcrest H.S.

Hillcrest H.S.

Aimée Williams Aimée Williams San Francisco Bay Area Details
Aimée Williams's Financial Engines Experience March 2007 - March 2008
Job Lead Health Educator at San Francisco State University
Industry Higher Education
Experience
San Francisco State University  July 2013 - Present
Childrens Hospital Los Angeles  October 2010 - June 2013
Entertainment Industries Council   December 2009 - February 2011
UCLA Bixby Center on Population and Reproductive Health   November 2009 - June 2010
LA Gay and Lesbian Center  June 2009 - December 2009
American Cancer Society  March 2008 - August 2008
Financial Engines   March 2007 - March 2008
California Polytechnic State University  September 2006 - December 2006
California Polytechnic State University  2005 - 2006
Jefunira Camp  2003 - 2006

Skills
Fundraising, Public Speaking, Public Health, Editing, Health Education, Research, Grants, Health Promotion, Training, Program Management, Mental Health, Proposal Writing, Grant Writing, Program Development, Community Outreach

Education
University of California, Los Angeles - Fielding School of Public Health   2008 — 2010
MPH, Community Health Sciences

California Polytechnic State University-San Luis Obispo   2002 — 2006
Bachelor of Arts, Communication Studies

Brenna Ramirez Brenna Ramirez San Francisco Bay Area Details
Brenna Ramirez's Financial Engines Experience December 2009 - Present
Job Senior Art Director
Industry Design
Experience
Financial Engines   December 2009 - Present
bFree Studio   2001 - Present
Creative Marketing, Wal-Mart West   December 2006 - April 2008
Walmart.com  April 2004 - December 2006
Circle.com  1999 - 2000

Skills
Art Direction, Web Design, Campaigns, Retail, Interaction Design, Typography, Corporate Identity, User Experience Design, User Experience, Logo Design, Branding & Identity, Packaging, User Interface Design, Layout, Collateral, Posters, Adobe Creative Suite, Graphics, Integrated Marketing, Creative Direction, Advertising, Interactive Advertising, Creative Strategy, Online Advertising

Education
California College of Arts and Crafts   1995 — 1998
BFA, Graphic Design

California College of the Arts   1995 — 1998
B.F.A., Graphic Design

Sundeep Nanua Sundeep Nanua San Francisco Bay Area Details
Sundeep Nanua's Financial Engines Experience October 2012 - August 2013
Job Senior Member of Technical Staff / Certified Enterprise Integration Specialist
Industry Computer Software
Experience
Oracle  August 2013 - Present
Financial Engines   October 2012 - August 2013
RBC Capital Markets  May 2012 - October 2012
Citigroup  April 2011 - May 2012
Morgan Stanley  September 2009 - April 2011
Tek Systems  September 2007 - September 2009

Skills
Scrum, Shell Scripting, Java, REST, Distributed Systems, Java Enterprise Edition, Python, Design Patterns, SQL, XML, Software Development, Subversion, Microsoft SQL Server, C, Orchestration, Selenium, UML, JDBC, Spring, Spring Framework, SOAP, EJB, Unix Shell Scripting, XSLT, Weblogic, Git, DB2, Software Engineering, Object Oriented Design

Education
Concordia University   2009 — 2012
Masters in Engineering (done part time while working full time), Software Engineering

Thapar Institute of Engineering and Technology   2004 — 2007
BE, Computer Engineering

Thapar Institute of Engineering and Technology   2001 — 2004
Polytechnic Diploma, Computer Engineering - Hardware aspects

Joshua McCauley Joshua McCauley Phoenix, Arizona Details
Joshua McCauley's Financial Engines Experience October 2012 - December 2014
Job Process Improvement Specialist
Industry Financial Services
Experience
LawLogix Group, Inc.   April 2015 - Present
Financial Engines   October 2012 - December 2014
Charles Schwab  2011 - 2012
Discount Tire Company  August 2004 - July 2011

Skills
Microsoft Excel, PowerPoint, Visio, Microsoft Word, Access, Financial Analysis, Analysis, Financial Modeling, Process Improvement, Business Analysis, Risk Management, Financial Planning, Customer Service, Accounting, Leadership, Data Analysis, Budgets, Bloomberg, Financial Reporting, Teamwork, Finance, SQL, C#, Lean Six Sigma, VBA

Education
Arizona State University   2008 — 2010
Bachelor of Science (BS), Accounting and Finance

Arizona State University   2007 — 2010
Finance and Financial Management Services

Kirsten Thulborn Kirsten Thulborn San Francisco Bay Area Details
Kirsten Thulborn's Financial Engines Experience November 2014 - Present
Job Senior User Experience Designer at Financial Engines
Industry Design
Experience
Financial Engines   November 2014 - Present
Financial Engines   November 2013 - November 2014
Juniper Networks  April 2013 - November 2013
Juniper Networks  September 2012 - April 2013
Tata Consultancy Services  August 2012 - September 2012
Tata Consultancy Services  September 2011 - August 2012
Beyond Lucid Technologies  June 2010 - June 2011

Skills
Interaction Design, Information Architecture, User-centered Design, Contextual Inquiry, Wireframes, Persona, Heuristic Evaluation, InDesign, User Research, Mobile Applications, Human Factors, User Scenarios, Usability, Illustrator, Human-computer..., Mobile Devices, OmniGraffle, Wireframing, Usability Testing, Personas, Storyboarding, Iterative Design, Paper Prototyping, Visual Design, Usability Engineering, User Interface, Axure RP, User Experience, User Experience Design, Rapid Prototyping, Human Computer...

Education
Carnegie Mellon University   2007 — 2011
BFA, Industrial Design and Human-Computer Interaction

University of New South Wales   2010 — 2010
Study Abroad, Industrial Design

Lake Forest Academy

Devora Weinapple, LMFT Devora Weinapple, LMFT Sunnyvale, California Details
Devora Weinapple, LMFT's Financial Engines Experience May 2000 - December 2001
Job Licensed Marriage & Family Therapist at the Santa Clara Valley Medical Ctr Behavioral Health Clinic
Industry Mental Health Care
Experience
Sunnyvale Behavioral Health   February 2014 - Present
Weinapple Art & Design   December 2001 - Present
Sand Hill School (Children's Health Council)   March 2013 - November 2013
Community Health Awareness Council (CHAC)   September 2008 - June 2012
Rosener House   December 2009 - February 2010
El Camino Hospital  May 2008 - August 2008
Esther B. Clark School at The Children's Health Council   April 2008 - May 2008
Hospice of the Valley, San Jose  January 2008 - February 2008
Financial Engines   May 2000 - December 2001
Excite@Home  March 1999 - April 2000

Skills
Art Therapy, Adolescents, Adults, Couples, Groups, Stress, Psychotherapy, Group Therapy, Mental Health, Counseling, Family Therapy, Treatment, Life Transitions, Play Therapy, Clinical, Mindfulness, Mental Health Counseling, Stress Management, Anger Management, Couples Counseling, Substance Abuse..., Clinical Research, Google Groups, Psychology, Self-esteem, CBT, Grief Counseling, Interventions, Clinical Supervision, Counseling Psychology, DBT, Art, Psychodynamic..., Post Traumatic Stress, Crisis Intervention, Meditation, Wellbeing, Psychological Assessment, Autism Spectrum..., Behavioral Health

Education
Notre Dame de Namur University   2007 — 2010
MA - MFT, Art Therapy Psychology

University of California Santa Cruz - Extension   2004 — 2006
Certificate, Web Design

San Jose State University
BS, International Business, Graphic Design

Tel Aviv University   1978 — 1979
One Year Overseas Program, Jewish/Judaic Studies, art and architecture of ancient Israel, modern Jewish history, language / lit

Academy of Art University
BS Graphic Design, Illustration

Katy Fitzpatrick Katy Fitzpatrick Greater Boston Area Details
Katy Fitzpatrick's Financial Engines Experience November 2013 - November 2014
Job Email Campaign Specialist at Ropes & Gray LLP
Industry Law Practice
Experience
Ropes & Gray LLP  December 2014 - Present
Various Networks  July 2010 - Present
Bay State Skating School  October 2010 - December 2014
Financial Engines   November 2013 - November 2014
Financial Engines   February 2013 - November 2013
WPRI  March 2012 - February 2013
The Wanderer  February 2012 - February 2013
Pawtucket Red Sox  April 2011 - September 2012
WCATV   November 2010 - February 2012
USCHO  October 2009 - April 2011

Skills
Final Cut Pro, Avid, Premiere, Spanish, Pro Tools, Broadcast Journalism, Producing, Mac, Sound, Radio, Sports Writing, Editing, Sports, Interviews, Blogging, Broadcast, Newspapers, Television, Camera, Storytelling, Video Editing, ENPS, Audacity, Radio Broadcasting, Facebook, News Writing, AP Style, iMovie, Radio Producing, Copy Editing, Adobe Audition, Press Releases, Journalism, Breaking News, Play-by-play, Radio Host, Video Production, Avid Newscutter, Non-linear Editing

Education
Boston University   2004 — 2008
Bachelor of Science, Journalism and Spanish

Chirag Gosalia Chirag Gosalia Johnson City, New York Details
Chirag Gosalia's Financial Engines Experience June 2015 - August 2015
Job Software Engineer Intern at Financial Engines
Industry Computer Software
Experience
Financial Engines   June 2015 - August 2015
Binghamton University  February 2015 - May 2015
Resource Software International Ltd. (RSI)   May 2013 - May 2014

Education
Binghamton University   2014 — 2015
Master of Science (MS), Computer Science

University of Ontario Institute of Technology
Engineer’s Degree, Software Engineering

Steve Stein, MBA Steve Stein, MBA Phoenix, Arizona Area Details
Steve Stein, MBA's Financial Engines Experience August 2009 - October 2014
Job Real Estate Agent at Russ Lyon Sotheby's International Realty
Industry Financial Services
Experience
Russ Lyon Sotheby's International Realty  October 2014 - Present
Financial Engines   August 2009 - October 2014
Bank of America  January 2008 - February 2009
Christensen  December 2005 - January 2008

Skills
Equities, Investments, Options, Asset Allocation, Investment Advisory, Investor Relations, Trading, Management, Banking, Series 63, Series 6, Employee Benefits, Asset Managment, 401k, Series 7, Retirement, Securities, Retirement Planning, Mutual Funds, Risk Management, Strategic Financial..., Fixed Annuities, Accounting, Asset Management, Defined Benefit, Insurance, Customer Experience, Bonds, Project Management, Portfolio Management, Bloomberg, Capital Markets, IRAs, Wealth Management, Financial Markets, Salesforce.com, Investment Management, ETFs, Investment Strategies, Financial Services, Real Estate, Real Estate Transactions, Financial Planning

Education
Grand Canyon University   2007 — 2010
MBA, Management

Arizona State University   2003 — 2005
BA, Communication

Scottsdale Culinary Institute   2001 — 2003
Associate, Culinary Arts

Arizona Academy of Real Estate

David Muff David Muff Phoenix, Arizona Details
David Muff's Financial Engines Experience July 2013 - February 2015
Job Investment Advisor Representative
Industry Financial Services
Experience
Financial Engines   July 2013 - February 2015
MidFirst Bank  February 2013 - July 2013
JPMorgan Chase  April 2010 - January 2013
Charles Schwab  October 2007 - March 2010

Skills
Wealth Management, Series 7, Mutual Funds, Asset Allocation, Investments, Securities, NMLS, Loan Origination, Retail Banking, Retirement, Alternative Investments, Series 63, Licensed Life & Health..., Investment Strategies, Investment Sales, Personal Banking, AAMS

Education
Briar Cliff University   2003 — 2007
Bachelor of Arts (B.A.), Finance

Diana Tejo Diana Tejo San Mateo, California Details
Diana Tejo's Financial Engines Experience May 2002 - November 2005
Job Office Manager/Executive Assistant at Fall Line Capital
Industry Investment Management
Experience
Fall Line Capital   June 2014 - Present
WizeCommerce (formerly Nextag)   August 2011 - March 2014
Yodlee  January 2008 - July 2011
Franklin Templeton Investments  December 2005 - December 2007
Financial Engines   May 2002 - November 2005
Blue Wireless  October 2000 - March 2002
FaceTime Communications, Inc   March 1998 - August 2000
International Thomson Publishing  September 1992 - December 1997

Skills
Calendaring, Administrative..., Office Management, Outlook, Human Resources, PowerPoint, Management, Recruiting, Project Management, Time Management, Start-ups, Payroll, Contract Negotiation, Microsoft Excel, Performance Management, Administrative...

Education
College of San Mateo   1975 — 1977

Ellias K. Fullmore Ellias K. Fullmore San Francisco Bay Area Details
Ellias K. Fullmore's Financial Engines Experience July 2013 - September 2014
Job Sr. Visual UI/UX Designer recently returned to the Bay Area from London UK, available for hire in the USA in August 2015
Industry Online Media
Experience
EAIAC - International Arbitration Conference   January 2015 - May 2015
Yerba Buena Center for the Arts  May 2014 - January 2015
Financial Engines   July 2013 - September 2014
Academy of Art University  December 2012 - March 2014
AppSynth Media LLC   September 2010 - December 2012
EKFDesign   February 2000 - September 2010
Independant  March 2006 - July 2009
Starwood Hotels & Resorts Worldwide, Inc.   May 2004 - February 2006

Skills
User Interface Design, Graphic Design, Creative Direction, Interaction Design, Public Speaking, User Interface, User Experience, Music Production, Game Development, Mobile Applications, User Experience Design, Adobe Creative Suite, Multimedia, Email Marketing, Event Producing, Event Management, Video Editing, 3D Modeling, Unity3D, Photoshop, Mobile Devices, Art, Illustrator, Web Design, Wireframes

Education
California State University-Hayward   2009 — 2011
Master of Arts (MA), Applied Media Theory (Multimedia)

Morehouse College   1998 — 2002
Bachelor of Arts (BA), Business Administration, Management and Operations

Kathy Louie Kathy Louie Washington D.C. Metro Area Details
Kathy Louie's Financial Engines Experience August 2015 - Present
Job Marketing Operations Process Manager at Financial Engines
Industry Investment Management
Experience
Financial Engines   August 2015 - Present
Financial Engines   April 2013 - August 2015
Financial Engines   October 2010 - April 2013
Financial Engines   July 2008 - October 2010
Financial Engines   August 2007 - July 2008
Vanguard  February 2005 - July 2007
Vanguard  June 2003 - February 2005
Vanguard  February 2002 - June 2003
Vanguard  September 2000 - February 2002

Skills
Project Management, Vendor Management, PMO, Cross-functional Team..., Integration, Financial Services, Leadership, Communication, Process Improvement, Customer Segmentation..., Risk Management, Business Requirements, Agile Methodologies, Marketing Management, Business Analysis, Series 6, Series 63, CRM, Portfolio Management, Product Management, Integrated Marketing, Software Project..., Requirements Analysis, Visio

Education
Bucknell University   1996 — 2000
Bachelor of Arts (B.A.), English Language and Literature, General; History, Cume Laude

Jerry Penegor Jerry Penegor Phoenix, Arizona Area Details
Jerry Penegor's Financial Engines Experience March 2013 - Present
Job Sr. Investment Advisor at Financial Engines
Industry Financial Services
Experience
Financial Engines   March 2013 - Present
Arizona Sunset Golf Association   November 2012 - Present
M21 Consulting/Rothschild & Sale   January 2009 - March 2013
Applied Strategies and Counsel, Inc.   May 2007 - June 2010
Ameriprise Financial Services, Inc.   October 2003 - February 2006

Skills
Strategic Financial..., Budgets, Strategic Planning, Forecasting, Project Management, Investment Management, Mergers, Financial Planners, Financial Services, Financial Analysis, Risk Management, Investments, Retirement Planning, Process Improvement, Financial Modeling, Analysis, Insurance, Management, Finance, Financial Advisory, Securities

Education
Arizona State University, W. P. Carey School of Business   2010 — 2012
MBA, Finance

Western Michigan University - Haworth College of Business   2000 — 2003
B.B.A., Finance

Jordan Heimann Jordan Heimann Phoenix, Arizona Area Details
Jordan Heimann's Financial Engines Experience April 2015 - Present
Job Sr. Service Delivery Analyst
Industry Financial Services
Experience
Financial Engines   April 2015 - Present
Financial Engines   April 2014 - Present
Financial Engines   September 2012 - April 2014
Target  June 2011 - August 2011
Target Corporation  May 2007 - March 2011
STMicroelectronics  September 2009 - January 2011
Apple  May 2009 - September 2009

Skills
Microsoft Office, Access, Excel, Customer Service, Retail, Customer Satisfaction, Warehousing, Salesforce.com, Apple Macintosh, Microsoft SQL Server, ASP.NET, jQuery, jQuery UI, JavaScript, HTML, SQL, Databases, Outlook, SharePoint, OS X, Data Analysis, PowerPoint, Logistics, Microsoft Word, Teamwork, Team Leadership, Process Improvement, Microsoft Excel, Project Management, Sales, Time Management, Visio, Analytics

Education
Creighton University   2013 — 2015
Master of Business Administration (MBA)

Creighton University   2013 — 2015
Master of Science - Business Intelligence and Analytics

Arizona State University   2008 — 2012
Bachelors, Information Systems

Angelica Wagner Angelica Wagner Tempe, Arizona Details
Angelica Wagner's Financial Engines Experience December 2014 - Present
Job Receptionist/Admistrative Assistant at Financial Engines
Industry International Affairs
Experience
Financial Engines   December 2014 - Present
South Mountain Nutrition   March 2012 - Present
Arizona State University  July 2013 - May 2014
Arizona State University  January 2013 - July 2013
Jeollanamdo English Camp   July 2012 - August 2012
Arizona Supreme Court  January 2012 - May 2012
Marshalls, Inc.   January 2009 - March 2012
Old Chicago  November 2007 - July 2008

Skills
Research, Customer Service, Time Management, Spanish, Teamwork, Higher Education, Microsoft Office, PowerPoint, Public Speaking, Microsoft Word, Community Outreach, Nonprofits, Volunteer Management, Government, Program Development, International Relations, Event Planning, Program Management, Fundraising, Microsoft Excel, Outlook, Leadership, Social Media, Access, French

Education
Arizona State University   2010 — 2014
Bachelor of Arts, Global Studies

University of Granada   2012 — 2012
Spanish Language and Literature

Marcel Christian Marcel Christian San Francisco, California Details
Marcel Christian's Financial Engines Experience August 2014 - Present
Job UI Designer at Financial Engines, UX Design Lead at Trupeco
Industry Internet
Experience
Trupeco   July 2015 - Present
Financial Engines   August 2014 - Present
Campus Rides Inc.   July 2013 - June 2015
Career Sushi   March 2013 - May 2014
Ameriprise Financial Services, Inc.   June 2012 - January 2013
Olson Zaltman Associates  September 2011 - May 2012
Ameriprise Financial Services, Inc.   June 2011 - August 2011
Carnegie Mellon Tepper School of Business  September 2008 - December 2010
Duane Morris Government Strategies LLC   June 2010 - September 2010

Skills
Lean Startup, Lean UX, User Experience, User Interface Design, Entrepreneurship, Responsive Web Design, Branding & Identity, Photoshop, Marketing Research, Strategy, Analysis, Research, Social Media Marketing, Public Speaking, Management Science, User Acquisition, Economics, Quantitative Analytics, Fundraising, Google Analytics, User Experience Testing, Data Analysis, Agile Web Development, Bootstrap, Qualitative Research, WCAG 2.0 AA, HTML, CSS

Education
Carnegie Mellon University   2010 — 2012
Master of Science, PPM Financial Management & Analysis

Carnegie Mellon University
Bachelor of Science, Decision Sciences (Behavioral Economics)

Jennifer Carole Jennifer Carole San Francisco Bay Area Details
Jennifer Carole's Financial Engines Experience January 2012 - Present
Job Principal at Listen2Youth
Industry Internet
Experience
Venafi  July 2015 - Present
Listen2Youth   January 2007 - Present
Financial Engines   January 2012 - Present
WebEnertia  October 2012 - September 2015
iPass  January 2014 - March 2015
Citrix  April 2013 - November 2013
Animoto  December 2011 - September 2012
Cisco WebEx  October 2008 - August 2012
Logitech  April 2011 - April 2012
Alcatel-Lucent  November 2006 - October 2009

Skills
Marketing Strategy, Social Media, User Experience, Blogging, Messaging, Mobile, Strategic Planning, Online Marketing, Market Research, Social Media Marketing, Lead Generation, Digital Marketing, Social Networking, SaaS, Start-ups, Corporate Communications, B2B, Strategy, Newsletters, Facebook, Strategic Partnerships, Content Development, Integrated Marketing, Mobile Devices, Web Marketing

Education
California State University-Sacramento   1984 — 1992
MA

UC Davis Extension   1984 — 1986
Certificate

University of California, Davis   1980 — 1984
BA

Buena High School!   1977 — 1980

Improv

Improv

Kent Sanderson Kent Sanderson Scottsdale, Arizona Details
Kent Sanderson's Financial Engines Experience August 2015 - Present
Job
Industry Investment Management
Experience
Financial Engines   August 2015 - Present
Capital Group  December 2006 - Present

Skills
Customer Service, Leadership, Microsoft Excel, Microsoft Office, Sales, Team Leadership, Account Management, Time Management, PowerPoint, Mutual Funds, Investments, Financial Services, Training, Management, Project Management, Risk Management, Financial Analysis, Process Improvement, Business Analysis

Education
University of Minnesota-Twin Cities
Bachelor of Arts (B.A.)

Boston College   1991 — 1993

Abasin Anwary, Operations Specialist Abasin Anwary, Operations Specialist Phoenix, Arizona Details
Abasin Anwary, Operations Specialist's Financial Engines Experience September 2014 - Present
Job Litigation Support | CSSGB | eDiscovery
Industry Financial Services
Experience
Financial Engines   September 2014 - Present
TERIS USA  February 2014 - September 2014
Epiq Systems  October 2012 - February 2014
Epiq Systems  January 2012 - October 2012
Epiq Systems  May 2010 - January 2012
Glenn Jones GMC, Buick, Pontiac   December 2007 - August 2009

Skills
Relativity, IPRO, eCapture, Litigation Support, Document Review, Microsoft Office, Access, ESI Processing, Data Manipulation, Teamwork, Leadership, Databases, Project Management, EDRMS, Computer Forensics, SQL, Lotus Notes, Digital Media, Operating Systems, Visio, Troubleshooting, Data Analysis, ESI, Process Improvement, C#, FTK, Records Management, Software Documentation, Database Administration, Data Conversion, Task Management, Document Imaging, Disaster Recovery, Information Technology, Active Directory, Federal Rules of Civil..., Deadline Management, Project Communication, DOS commands, Data Validation, Equivio, WebEx, Operations Management, Nuix, LAW PreDiscovery, Outlook

Education
Arizona State University

Northern Arizona UniversityDecember 2009   2005 — 2009
Certificate, Systems Administration

Northern Arizona UniversityDecember 2009   2005 — 2009
Bachelor of Science, Computer Information Systems

Casa Grande Union High School   2003 — 2004
High School Diploma, College Prep.

Jeff Helms Jeff Helms Saint Augustine, Florida Details
Jeff Helms's Financial Engines Experience May 2002 - December 2003
Job President First Coast Wealth Advisors
Industry Financial Services
Experience
First Coast Wealth Advisors   2004 - Present
Financial Engines   May 2002 - December 2003
The Advisors Group  January 1986 - March 2000

Skills
Wealth Management, Investment Advisory, Strategic Financial..., Estate Planning, Portfolio Management

Education
American University - Kogod School of Business   1983 — 1985
Finance and Financial Management Services

University of Maryland College Park   1979 — 1983
Bachelor's degree, Psychology

Noah Berman Noah Berman United States Details
Noah Berman's Financial Engines Experience May 2012 - July 2012
Job Social Media Brand Specialist at Reebok (A Division of Adidas)
Industry Marketing and Advertising
Experience
Reebok (A Division of Adidas)   July 2015 - Present
FreshMan Apparel   September 2012 - Present
Carjojo   May 2014 - August 2014
Brandeis University  November 2013 - August 2014
Carjojo   2014 - 2014
ModaMi   May 2013 - August 2013
Financial Engines   May 2012 - July 2012
ACTIVITIESCommunity School of Music and Arts   June 2011 - August 2011
Alcatel-Lucent  January 2006 - January 2010
Alcatel-Lucent  January 2006 - January 2010

Skills
Social Media Marketing, Mobile Devices, Social Media, Fundraising, Social Networking, Product Marketing, Facebook, User Experience, Microsoft Excel, PowerPoint, Microsoft Office, Entrepreneurship

Education
Brandeis University   2011 — 2015
Bachelor's degree, Sociology, Cum Laude

Palo Alto High School   2008 — 2011

Brad Singer, CFA Brad Singer, CFA Phoenix, Arizona Area Details
Brad Singer, CFA's Financial Engines Experience July 2012 - Present
Job Senior Investment Advisor at Financial Engines
Industry Financial Services
Experience
Financial Engines   July 2012 - Present
Merrill Lynch  April 2010 - October 2011
Waddell & Reed Financial Advisors  August 2009 - April 2010
DPR Realty  June 2001 - July 2009
Netcom Online Communications  1995 - 2000
PIMCO Advisors LLC/Pacific Mutual   August 1988 - June 1995

Skills
Financial Statement..., Chartered Financial..., Budget Process, DCF Valuation, Real Estate, High Tech, Financial Services, Equities, Due Diligence, Investments, Marketing Strategy

Education
California State University-Fullerton, Mihaylo College of Business and Economics   1982 — 1985
BA, Finance

Scott Magnacca, CFP® Scott Magnacca, CFP® Greater Boston Area Details
Scott Magnacca, CFP®'s Financial Engines Experience August 2009 - September 2014
Job Wealth Management Advisor at Boston based financial services firm
Industry Investment Management
Experience
Financial Engines   August 2009 - September 2014
Financial Engines   August 2007 - August 2009
MassMutual Financial Group  March 2006 - August 2007
Fidelity Investments  June 2004 - March 2006
Fidelity Investments  February 2000 - June 2004
Fidelity Investments  July 1999 - January 2000
Fidelity Investments  July 1997 - July 1999

Education
Babson College   1990 — 1991
Master of Business Administration (MBA), International Marketing & Finance, 3.0

Boston University   1984 — 1988
Bachelor of Arts (B.A.), Economics with a business minor, 3.5 (cum laude)

Chris Garrison Chris Garrison Greater Boston Area Details
Chris Garrison's Financial Engines Experience April 2008 - November 2010
Job TIAACREF Relationship Management/Client Strategy
Industry Financial Services
Experience
TIAA-CREF  December 2010 - Present
Financial Engines   April 2008 - November 2010
Fidelity Investments  1993 - 2008
Ernst & Young  1991 - 1993
The Wyatt Company  1987 - 1991

Skills
Strategic Planning, Business Growth, Investments and Advice, Retirement Plans, Advice, Retirement Planning, Strategy, Business Development, Series 7

Education
Bentley College - Elkin B. McCallum Graduate School of Business   1997 — 2000
Masters, Taxation and Financial Planning

McGill University   1983 — 1986
198, Economics

Prashant Dathwal Prashant Dathwal Sunnyvale, California Details
Prashant Dathwal's Financial Engines Experience June 2015 - Present
Job Senior Engineer at Financial Engines
Industry Information Technology and Services
Experience
Financial Engines   June 2015 - Present
Fiserv  March 2014 - May 2015
Fiserv  February 2011 - March 2014
Fiserv  May 2009 - May 2011
TechMahindra  August 2006 - 2009
Xchanging  2005 - 2006
Infotech Enterprises EMEA (Previously Tele Atlas)   2004 - 2005
SOLiTAR Systems I P Ltd.   2002 - 2004

Skills
Java Enterprise Edition, Scrum, Java, Software Development, Web Services, SQL, SOA, Agile Methodologies, Requirements Analysis, Software Project..., Design Patterns, Spring, Data Structures, Spring Framework, Algorithms, Architecture, JUnit, Architectures, Websphere, Hibernate, Ant, Agile Project Management, Struts, Weblogic, JSP, Tomcat, CRM, Agile, Framework Design, J2EE, JBoss, UML, Eclipse, Oracle SQL, Certified Scrum Master..., AngularJS, Oracle, SDLC, JavaScript, XML, SOAP

Education
Babasaheb Bhimrao Ambedkar University   1999 — 2002
MCA

Modern School, Lucknow

University of Lucknow
BSc, Computer Science

Jim Ahn, CFA Jim Ahn, CFA New York, New York Details
Jim Ahn, CFA's Financial Engines Experience April 2000 - May 2001
Job Head of Global Convertibles IT at Pine River Capital Management
Industry Financial Services
Experience
Pine River Capital Management  April 2013 - Present
Palo Alto High Frequency Labs   November 2011 - Present
RBC Capital Markets  November 2009 - November 2011
RBC Capital Markets  August 2005 - November 2009
Thomas Weisel Partners  May 2001 - December 2004
Financial Engines   April 2000 - May 2001
Goldman Sachs  December 1994 - December 1999
Salomon Brothers  June 1993 - December 1994

Skills
Agile Methodologies, KDB+, KDB, Derivatives, Trading, Convertible Bonds, Electronic Trading, High Frequency Trading, Portfolio Management

Education
Columbia University in the City of New York   1994 — 1998
M.S., Operations Research

Carnegie Mellon University
B.S., Mathematics/Computer Science

Patricia Flood Patricia Flood San Francisco Bay Area Details
Patricia Flood's Financial Engines Experience July 2008 - November 2008
Job Program Manager Loyalty Business Operations at Visa
Industry Financial Services
Experience
Visa  March 2013 - Present
RS Software  May 2011 - February 2013
Modis  October 2010 - May 2011
netPolarity  July 2010 - October 2010
RS Software  December 2008 - October 2009
Financial Engines   July 2008 - November 2008
Visa  2001 - January 2008
ComView  2000 - 2001
Stanford Hospital  1982 - 1999

Skills
Business Analysis, Process Improvement, SQL, Program Management, Project Management, Requirements Analysis, Data Analysis, Product Management, Software Project..., Microstrategy, Business Requirements, Financial Services, Integration, Software Development, Change Management, IT Management, Requirements Gathering

Education
College of San Mateo
General Ed. Economics, Accounting

San Francisco State University
Economics

Simpson University
Biblical Studies

Victoria M. Bryan Victoria M. Bryan Greater Boston Area Details
Victoria M. Bryan's Financial Engines Experience May 2015 - August 2015
Job Business Development Intern at Financial Engines
Industry Financial Services
Experience
Bryant University  September 2012 - Present
Financial Engines   May 2015 - August 2015
Boston Roofing   June 2014 - August 2014
Newton Roofing Residential   June 2010 - January 2012

Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Social Media, Facebook, Social Networking, Social Skills, Filing, Leadership, Team Building, Team Management, Competitive, Organization, Accounting, Marketing, Secretarial Skills, Athletics, Communication, Spanish, Team Leadership, Sales, Public Speaking, Time Management, PowerPoint, Teamwork, Research, Social Media Marketing, Sports, Data Analysis, Outlook, Market Research, Access

Education
Bryant University   2012 — 2016
Business Administration, Management and Operations

Jeff Leeds Jeff Leeds El Granada, California Details
Jeff Leeds's Financial Engines Experience December 1998 - March 2001
Job
Industry Computer Software
Experience
Redis Labs   March 2015 - Present
VMware  April 2013 - March 2015
Hewlett-Packard  February 2011 - March 2013
Microsoft Corporation  April 2003 - February 2011
Breach Security   2002 - 2003
M86 Security  2001 - 2002
Financial Engines   December 1998 - March 2001
McAfee  August 1997 - December 1998
Symantec  March 1994 - September 1997
Quarterdeck  September 1991 - April 1994

Skills
Product Management, Product Marketing, Strategy Development, Start-ups, Product Strategy, Security, Cloud Computing, Strategic Planning, Marketing Strategy, Competitive Analysis, Integrated Marketing, Business Strategy, Marketing Communications, Team Leadership, Negotiation, E-commerce, Cross-functional Team..., Team Building, Marketing Management, New Business Development, Go-to-market Strategy, Solution Selling, Digital Marketing, Mentoring, Contract Negotiation, Business Analysis, Direct Marketing, Mergers, Strategy, Leadership, SaaS, Program Management, Strategic Alliances, Management, Business Development, Marketing, Strategic Partnerships, Business Alliances, Professional Services, Product Development, IT Strategy, Sales, Sales Enablement, Partner Management, Demand Generation, CRM, Channel Partners, Lead Generation, Salesforce.com, Software Industry

Education
Arizona State University
Doctorate, Educational Psychology

San Diego State University-California State University
Master's of Arts, Psychology

San Diego State University-California State University
Bachelor's, Psychology

Timothy O'Brien Timothy O'Brien San Francisco Bay Area Details
Timothy O'Brien's Financial Engines Experience March 2015 - Present
Job Integrated Marketing Professional
Industry Marketing and Advertising
Experience
Financial Engines   March 2015 - Present
GoDaddy  February 2015 - April 2015
NetSpend  August 2014 - March 2015
Intuit  August 2012 - July 2014
Intuit  January 2009 - July 2012
T. Rowe Price  September 2006 - January 2009
Intuit  July 2002 - September 2006
American Express  November 1999 - June 2002
Doubleday Select, Inc.   November 1996 - September 1998
GoodTimes Entertainment  July 1995 - November 1996

Skills
Direct Marketing, Integrated Marketing, B2B, Cross-functional Team..., Direct Mail, Process Improvement, Email Marketing, Multi-channel Marketing, Customer Retention, CRM, Digital Marketing, Market Research, Online Advertising, Marketing Strategy, Strategy, SEO

Education
Cranfield University - Cranfield School of Management   1998 — 1999
Masters, Business Administration (MBA)

Fordham University   1989 — 1993
B.S., Business Administration

Amy Suri Amy Suri San Francisco Bay Area Details
Amy Suri's Financial Engines Experience November 2004 - January 2009
Job Product Manager
Industry Financial Services
Experience
Financial Engines   November 2004 - January 2009
Travelocity  2003 - 2004
GetThere  2000 - 2003
American Express  1999 - 2000
American Express  1998 - 1999
American Express  1997 - 1998
American Express  1994 - 1997
American Express  1992 - 1994

Skills
Product Marketing, Competitive Analysis, Product Launch, Cross-functional Team..., Agile Methodologies, Analytics, Portfolio Management, Product Requirements, Financial Services, Product Management, Online Travel, Integrated Marketing, Team Leadership, Direct Marketing, Management, Process Improvement, Market Research

Education
Bentley University   1987 — 1991
Bachelor of Science (B.S.), Business Communications

Bentley University
Bachelor of Science (B.S.), Business/Corporate Communications

Anne Tuttle Anne Tuttle San Francisco Bay Area Details
Anne Tuttle's Financial Engines Experience November 2003 - Present
Job General Counsel at Financial Engines
Industry Financial Services
Experience
Financial Engines   November 2003 - Present
Loomis Sayles  2000 - 2003
Loomis Sayles  1999 - 2003
Lane Altman & Owens   1999 - 2000
Springfield Financial Advisory   1993 - 1999
Morningside  1993 - 1999
Springfield Services   1993 - 1994
Hale and Dorr  1989 - 1992
Csaplar & Bok  September 1988 - 1989
Hebb & Gitlin  September 1986 - September 1988

Skills
Mergers & Acquisitions, FINRA, Mutual Funds, Risk Management, Litigation, Start-ups, Legal Writing, Privacy Law, Contract Negotiation, Series 7, Licensing

Education
Boston University School of Law   1983 — 1986
J.D.

Yale University   1979 — 1983
BA, Economics

Jennifer Zuverink Jennifer Zuverink Phoenix, Arizona Area Details
Jennifer Zuverink's Financial Engines Experience February 2012 - Present
Job Marketing Manager at Financial Engines
Industry Marketing and Advertising
Experience
Financial Engines   February 2012 - Present
McMurry  May 2001 - January 2011

Education
Arizona State University
BA, Mathematics

Jerry Bonnabeau Jerry Bonnabeau Greater Boston Area Details
Jerry Bonnabeau's Financial Engines Experience January 2012 - Present
Job Senior Director, Sponsor Services at Financial Engines
Industry Financial Services
Experience
Financial Engines   January 2012 - Present
Financial Engines   February 2005 - December 2011
Putnam Investments  2000 - 2005
Enterprise Bank & Trust  1994 - 2000

Education
Babson College - Franklin W. Olin Graduate School of Business   1996 — 2000
mba

University at Albany, SUNY
BA, Communications / Business

Lucy Campbell Pelsma Lucy Campbell Pelsma Boston, Massachusetts Details
Lucy Campbell Pelsma's Financial Engines Experience July 2014 - Present
Job Strategic Alliance Marketing Manager at Financial Engines
Industry Financial Services
Experience
Financial Engines   July 2014 - Present
Thomas College  April 2013 - June 2014
Sankaty Advisors, LLC (affiliate of Bain Capital)   July 2011 - March 2013
OFI Institutional Asset Management  January 2010 - July 2011
The Bank of New York Mellon  September 2002 - January 2010

Skills
Mutual Funds, Investments, Equities, Asset Management, Portfolio Management, Fixed Income, Hedge Funds, Alternative Investments, Bloomberg, Financial Modeling, Series 7, Financial Analysis, Valuation, Asset Allocation, Private Equity, Financial Services, Investment Management, Due Diligence, Capital Markets, Securities, Wealth Management, Relationship Management, Risk Management, Investment Advisory, Investment Banking, Series 63, Investment Strategies

Education
Boston College - Wallace E. Carroll Graduate School of Management   2005 — 2008
MBA, Marketing

Wheaton College (MA)   1998 — 2002
B.A., Economics

Carrabec High School   1995 — 1998

Mike Hemmert Mike Hemmert Greater Boston Area Details
Mike Hemmert's Financial Engines Experience February 2005 - June 2007
Job Financial Services Consultant and Contractor
Industry Financial Services
Experience
Archdiocese of Boston  January 2009 - August 2010
Financial Engines   February 2005 - June 2007
Fidelity Investments  January 2000 - January 2005
GETRONICS/WANG   January 1999 - January 2000
STATE STREET CORPORATION  January 1996 - January 1999
Citizens Financial Group  January 1993 - January 1996
SAINT-GOBAIN CORPORATION  January 1989 - January 1993
AMCA INTERNATIONAL CORPORATION   January 1980 - January 1989
ALLIED CHEMICAL CORPORATION  January 1976 - January 1980
United States Marine Corps  August 1966 - November 1969

Skills
Employee Benefits, Defined Benefit, Retirement, Program Management, Investments, Team Building, Employee Relations, Defined Contribution, Mergers, Retirement Planning, Deferred Compensation, Pensions, Insurance, Relationship Management, Human Resources

Education
Ohio Northern University—Claude W. Pettit College of Law   1970 — 1973
J.D

Bowling Green State University   1962 — 1966
BA, History

Sathish Sridharan Sathish Sridharan San Francisco Bay Area Details
Sathish Sridharan's Financial Engines Experience February 2006 - May 2011
Job Senior Software Engineer at Netflix
Industry Computer Software
Experience
Netflix  September 2014 - Present
Intuit  February 2012 - August 2014
CA Technologies  May 2011 - January 2012
Financial Engines   February 2006 - May 2011
Determina Inc   August 2004 - February 2006

Skills
Spring, Hibernate, JavaScript, JUnit, CSS, jQuery, REST, JSP, J2EE, JSON, Eclipse, XML, Java, SQL Server, Agile, AJAX, SQL, MySQL, Ant, Tomcat, SaaS, SOAP, HTML, Java Enterprise Edition, Struts, XSLT, Databases, Microsoft SQL Server, SDLC

Education
West Virginia University   2002 — 2004
M.S, Software Engineering

Annamalai University   1998 — 2002
B.E, Electrical Engg

Ismail Ceylan Ismail Ceylan San Francisco Bay Area Details
Ismail Ceylan's Financial Engines Experience April 2010 - Present
Job Researcher at Financial Engines
Industry Financial Services
Experience
Financial Engines   April 2010 - Present

Skills
Statistical Modeling, Analytics, SQL, R, Data Analysis, Research, Quantitative Analytics, Statistics, Python, Financial Modeling

Education
University of California, Berkeley   2003 — 2009
Ph.D., IEOR, Finance

Bilkent University

Parminder Kaur Parminder Kaur San Francisco Bay Area Details
Parminder Kaur's Financial Engines Experience April 2014 - Present
Job Sr. Software Engineer at Financial Engines
Industry Computer Software
Experience
Financial Engines   April 2014 - Present
Financial Engines   October 2013 - April 2014
Dex One  September 2012 - September 2013
Meltwater Group  March 2011 - September 2012
Frank, Rimerman & Co. LLP   January 2008 - May 2008
Social Innovation Institute   September 2007 - December 2007
Bridge Bank  June 2007 - August 2007

Skills
SQL, Hibernate, Spring, C++, jQuery, HQL, Java, JavaScript, MySQL, Java Enterprise Edition, CSS, Hadoop, Databases, JUnit, PHP, Microsoft SQL Server, Web Services, HTML, Git, Core Java, Software Engineering, Software Development, Tomcat, REST, Web Applications

Education
California State University-East Bay   2009 — 2010
Master of Science, Computer Science

San Jose State University   2006 — 2008
Bachelor of Science, Corporate Financial Management with Honors

Murray Titterington, CIMA, CFP Murray Titterington, CIMA, CFP Scottsdale, Arizona Details
Murray Titterington, CIMA, CFP's Financial Engines Experience October 2013 - January 2014
Job Investment Advisor
Industry Financial Services
Experience
Financial Engines   October 2013 - January 2014
Merrill Lynch  September 2010 - October 2012
UBS Wealth Management  October 2007 - September 2010
Morgan Stanley  June 2006 - October 2007
McDonald Investments  December 1997 - March 2006

Skills
Series 7, Asset Allocation, Investment Advisory, Wealth Management, Mutual Funds, Series 63, Alternative Investments, Asset Managment, Investments, Portfolio Management, Investment Strategies, Uniform Combined State..., Investment Management, Retirement Planning, Securities, Certified Financial..., Certified Investment..., Series 66, Series 31

Education
Cleveland State University   1998 — 2001
MBA, Business

Washington and Lee University   1979 — 1984
Bachelor of Arts (BA), Psychology

Kurt Fauerbach Kurt Fauerbach Greater Boston Area Details
Kurt Fauerbach's Financial Engines Experience July 2008 - Present
Job Vice President, Provider Delivery & Implementations at Financial Engines
Industry Financial Services
Experience
Financial Engines   July 2008 - Present
ISG  September 2007 - July 2008
Cardinal Cushing Centers, Inc.   November 1997 - September 2007

Education
University of Massachusetts Boston   1998 — 2000
MPA, Administration, 3.7

Bryant University   1987 — 1991
Bachelor of Science (B.S.), Finance & Management, 3.35

Aravindan Narayanamoorthy Aravindan Narayanamoorthy San Francisco Bay Area Details
Aravindan Narayanamoorthy's Financial Engines Experience June 2011 - Present
Job Director of Software Development/Delivery Team Lead at Financial Engines
Industry Financial Services
Experience
Financial Engines   June 2011 - Present
Financial Engines   November 2000 - June 2012
Ramco Systems  1996 - 1997

Skills
XML, Agile Methodologies, Java, Spring, Web Development, JSON, Software Project..., User Experience, Hibernate, Tomcat, Software Development, JSP, Web Services, Java Enterprise Edition, AJAX, SQL, JavaScript, Scrum, Ant, Struts, SOAP, REST, Software Engineering, JUnit, XSLT, Web Applications, SOA, Enterprise Architecture, Oracle, Scalability, Microsoft SQL Server, Linux, SDLC, Agile Project Management, Perl, Architectures, Database Design, Databases

Education
Bharathidasan University

Yutao Peng Yutao Peng San Francisco Bay Area Details
Yutao Peng's Financial Engines Experience January 2011 - Present
Job Sr. SQA Engineer at Financial Engines
Industry Information Technology and Services
Experience
Financial Engines   January 2011 - Present
Nielsen  April 2007 - February 2011
NetRating   2006 - 2007
Beijing Aircraft Maintenance & Engineering Corporation   June 1993 - March 1999

Skills
Data Analysis, SQL, SQL Server, Analytics, Agile Methodologies, SAS, Microsoft SQL Server, Segmentation, Data Warehousing, SDLC, Databases

Education
University of North Carolina at Chapel Hill   2000 — 2002
Master, Information Science

Beijing Foreign Studies University   1989 — 1993
B.A., German Studies

Sue Brock Sue Brock San Luis Obispo, California Area Details
Sue Brock's Financial Engines Experience August 1999 - April 2002
Job Principal at Communication Training Dynamics
Industry Management Consulting
Experience
Communication Training Dynamics   August 2005 - Present
Cal Poly State University  September 2002 - June 2015
Financial Engines   August 1999 - April 2002
Merrill Lynch  September 1997 - August 1999
Barclays Global Investors  1996 - 1997
Coopers & Lybrand  August 1988 - June 1996

Skills
Public Speaking, Teaching, Investments, Marketing Communications, Strategic Communications, Editing, Internal Communications, Leadership Development, Management, Organizational..., Program Management, Business Communications, Employee Training, Project Management, Training, Human Resources, Leadership, Change Management, Strategy, Project Planning, Workshop Facilitation, Coaching, Microsoft Office, PowerPoint

Education
California Polytechnic State University-San Luis Obispo
BS, Social Sciences

California State University-East Bay
M.A., Communication

Morro Bay High School
high school

Durga Vitthanala Durga Vitthanala San Francisco Bay Area Details
Durga Vitthanala's Financial Engines Experience November 2013 - Present
Job Visual Designer at Financial Engines
Industry Computer Software
Experience
Financial Engines   November 2013 - Present
Freelance / User experience design   2005 - 2012
India West   September 2011 - October 2011
Tiny Prints  October 2008 - January 2009
Google  January 2008 - October 2008
Tiny Prints  September 2007 - January 2008
Artopia Creative Studios   May 2005 - December 2006

Skills
Adobe: Photoshop,..., HTML, MS Word, Excel,..., Web Design, Graphic Design, Dreamweaver, Photoshop, Adobe Creative Suite, Visio, Mockflow, PowerPoint, Prezi, Illustrator, Illustration, Logo Design, Creative Direction, User Experience

Education
Chabot College   2003 — 2005
Diploma, Graphic Design

Arena Aptech, India   1998 — 1999
Diploma, Multimedia

South Delhi Polytechnic   1996 — 1997
Diploma, Commercial Arts

KLM Dayanand College   1993 — 1996
Bachelor's degree, Arts and Commerce

Gary Wiedman Gary Wiedman Dallas/Fort Worth Area Details
Gary Wiedman's Financial Engines Experience July 2004 - May 2008
Job SVPClearing Operations at APEX Clearing
Industry Financial Services
Experience
Apex Clearing  July 2012 - Present
Penson Financial Services  November 2008 - August 2012
Financial Engines   July 2004 - May 2008
Charles Schwab  February 1992 - January 2004
Bank of America  January 1991 - January 1992
Franklin Templeton Investments  January 1989 - January 1991

Skills
Relationship Management, Cross-functional Team..., Investments, Series 63, Business Analysis, Portfolio Management, Mutual Funds, Management, Leadership, Mergers, Change Management, Vendor Management, FINRA, Trading, Mergers & Acquisitions, Series 7, Options, Financial Risk, FX Options, Fixed Income, Finance, Banking, Derivatives, Financial Markets, Electronic Trading, Capital Markets, Prime Brokerage, Trading Systems

Education
Central Washington University   1984 — 1988
BS, Business Admin

Jodi M. Picht Jodi M. Picht Phoenix, Arizona Area Details
Jodi M. Picht's Financial Engines Experience March 2014 - Present
Job Director, Service Delivery Shared Services at Financial Engines
Industry Financial Services
Experience
Financial Engines   March 2014 - Present
Financial Engines   July 2010 - March 2014
Financial Engines   January 2008 - July 2010
Financial Engines   August 2006 - January 2008
Hewitt Associates  2002 - 2006
Hewitt Associates  1998 - 2002
Principal Financial Group  1994 - 1998

Education
AIB College of Business   1990 — 1992
Business Administration, Tourism and Travel Services Management

Rockwell-Swaledale Community High School

Dawn Sanchez Dawn Sanchez San Francisco Bay Area Details
Dawn Sanchez's Financial Engines Experience February 2011 - March 2012
Job Program Manager at ProKarma (Contract to Kaiser Permanente Digital Services Group)
Industry Information Services
Experience
Rose International (Contract with Kaiser Permanente IT)   October 2012 - October 2014
Financial Engines   February 2011 - March 2012
AgreeYa Solutions (Contracted to Kaiser Permanente IT)   November 2009 - March 2011
Macy.com   April 2009 - December 2009
Macys.com  April 2007 - April 2009
Macys.com  October 2005 - November 2006
Genentech  August 2005 - October 2005
SBC Communications (now AT&T)   October 2000 - August 2005
Providian Financial  August 1990 - October 2000

Skills
E-commerce, Quality Assurance, Healthcare, Program Management, Business Analysis, Strategic Planning, Process Improvement, SDLC, Visio, MS Project, Change Management, Vendor Management, Problem Solving, Software Project..., Agile, PMP, Retail, PMO, Telecommunications, Project Planning, Process Development, Agile Methodologies, Integration, Data Warehousing, Analysis, Databases, Process Simulation, Cross-functional Team..., Product Management, Software Development, Management, Project Management, Project Portfolio..., Requirements Analysis, Risk Management, Business Process, IT Management, Business Intelligence, Agile Project Management, Business Requirements, Business Process..., Software Documentation, CRM, Leadership, Scrum, Requirements Gathering, Information Technology, IT Strategy

Education
Northeastern University   2015 — 2016
Master of Science in Project Management

Ashford University   2009 — 2011
Bachelor of Arts

Brian Picht Brian Picht Phoenix, Arizona Area Details
Brian Picht's Financial Engines Experience April 2012 - January 2014
Job Director Provider Delivery Account Management and Implementations
Industry Financial Services
Experience
Financial Engines   April 2012 - January 2014
Financial Engines   July 2006 - March 2012
Halliburton  January 2003 - June 2006
Hewitt Associates  June 2000 - January 2003
Aker Kvaerner  1999 - 2000
Hewitt Associates  April 1998 - April 1999
Principal Financial Group  August 1989 - April 1998

Skills
Pensions, Retirement Planning, Vendor Management, SDLC, Defined Benefit, Process Improvement, Financial Services, Software Project..., Project Management, Business Process..., PeopleSoft

Education
Buena Vista University   1994 — 1997
Business Management and Entrepreneurship, Business Management

Graceland University   1989 — 1993

RC High   1984 — 1989

Heidi Kunz Fields Heidi Kunz Fields San Francisco Bay Area Details
Heidi Kunz Fields's Financial Engines Experience 2008 - Present
Job Retired CFO
Industry Health, Wellness and Fitness
Experience
Financial Engines   2008 - Present
Agilent Technologies  2000 - Present
blue shield of california  September 2003 - December 2012
Gap Inc.  1999 - 2003
ITT  1995 - 1999
General Motors  1979 - 1995

Skills
Strategy, Cross-functional Team..., Process Improvement, Financial Analysis, Forecasting, Start-ups, Strategic Planning, Financial Modeling, Business Strategy, Strategic Financial..., Mergers & Acquisitions, Change Management, Financial Reporting, Medicare, Managerial Finance, Leadership, Insurance, Health Insurance

Education
Columbia University - Columbia Business School   1977 — 1979
mba

Georgetown University   1972 — 1976
bs, languages

Dan Zeigarnik Dan Zeigarnik Greater Boston Area Details
Dan Zeigarnik's Financial Engines Experience October 2013 - December 2014
Job Associate Management Consultant
Industry Pharmaceuticals
Experience
Shepherd Payne Associates   March 2015 - Present
Financial Engines   October 2013 - December 2014
R&D Strategic Solutions  June 2006 - June 2012
Mission Hill Youth Collaborative   January 2011 - May 2012
Mark Falzone Committee   March 2010 - November 2010
Collaborative Consulting  September 2007 - January 2009

Skills
Data Analysis, Project Management, Strategy, Cross-functional Team..., CRM, Budgets, Marketing, Marketing Strategy, Business Development, Management

Education
Boston University - School of Management   2012 — 2014
Master of Business Administration (MBA)

Wesleyan University   2003 — 2007
BA, Economics, Psychology

Jeffrey Grace Jeffrey Grace San Francisco Bay Area Details
Jeffrey Grace's Financial Engines Experience February 2010 - Present
Job VP Finance
Industry Financial Services
Experience
Financial Engines   February 2010 - Present
Christensen & Giannini, LLC   July 2007 - January 2010
Language Line Services  September 2004 - July 2007
Excelligence Learning Corp  July 1999 - September 2004
EAB Associates   October 1993 - November 1997
Deloitte & Touche  September 1989 - September 1993

Skills
US GAAP, Financial Reporting, IPO, Financial Modeling, Strategic Financial..., SEC filings, Sarbanes-Oxley Act, Financial Analysis, Mergers & Acquisitions, Accounting, Revenue Recognition, Financial Services, GAAP, Corporate Finance, Investor Relations, Business Valuation, Finance, Asset Management, Investments, Treasury Management, Securities, SOX Compliancy, SEC Financial Reporting, Auditing, SEC Filings, Financial Planning

Education
California State University-Los Angeles   1983 — 1987
BS, Finance/Accounting

Carmel High School

Vicky France Vicky France Glendale, Arizona Details
Vicky France's Financial Engines Experience March 2009 - October 2009
Job New chapter, new opportunity
Industry Individual & Family Services
Experience
Currently seeking new opportunities  June 2015 - Present
One Life Unlimited   August 2014 - June 2015
State of Arizona  October 2013 - July 2014
DES~Department of Developmental Disabilities   November 2010 - October 2013
Rio Salado College  October 2009 - April 2010
Vangent  2010 - 2010
Financial Engines   March 2009 - October 2009
BankUSA N.A.   November 2006 - February 2009
Swift Transportation  January 2005 - November 2006
Pendergast Elemenary School District   May 2004 - January 2005

Skills
English, Teaching, Writing, Research, Customer Service, Job Coaching, Microsoft Office, Microsoft Excel, Organizational..., Retail, Coaching, Performance Management, Leadership Development, Training, Curriculum Development, Recruiting, Management, Finance, PowerPoint, Staff Development, Leadership, Time Management, Organizational..., Public Speaking, Policy, Nonprofits

Education
Northern Arizona University   1996 — 2001
MAE, Education

Arizona State University West   1991 — 1994
BAE, Education

Kristin Mesgleski Kristin Mesgleski Greater Boston Area Details
Kristin Mesgleski's Financial Engines Experience May 2009 - April 2010
Job Regional Sales Consultant CUNA Mutual Retirement Solutions
Industry Financial Services
Experience
CUNA Mutual Retirement Solutions  September 2013 - Present
The Glading Group   August 2012 - July 2013
Transamerica Retirement Management  March 2010 - February 2012
Financial Engines   May 2009 - April 2010
Ameriprise Financial  May 2004 - February 2009
Wachovia Bank, N.A.   2001 - 2003
Charles Schwab  September 1999 - September 2001
Evare  June 1997 - September 1999
Bank One  1995 - 1997
Fidelity Investments  1990 - 1995

Skills
Investments, Strategic Planning, Business Development, Financial Services, Retirement, Marketing Strategy, Marketing, Mutual Funds, Retirement Planning, Sales Management, Program Management, Strategic Financial..., Selling, Insurance, Management, Investment Management, Leadership, Employee Benefits, Pensions, Sales, Asset Allocation, FINRA Registered

Education
Bowdoin College   1986 — 1990
Asian Studies/American History, Chinese, American History, Asian History

Howard Mortenson Howard Mortenson Phoenix, Arizona Area Details
Howard Mortenson's Financial Engines Experience February 2013 - Present
Job at
Industry Investment Management
Experience
Financial Engines   February 2013 - Present
Merrill Lynch  October 2011 - February 2013
HTLF Investment Services   August 2010 - February 2012
Camelback Community Bank   February 2001 - August 2010
Huntington National Bank  March 1998 - February 2001
Huntington National Bank  March 1994 - March 1998
Huntington National Bank  March 1992 - March 1994

Skills
Strategic Financial..., Wealth Management, Banking, Retirement Planning, Series 7, Asset Allocation, Mutual Funds, Investments, Portfolio Management, Securities, Retirement, Asset Managment, Investment Advisory, Estate Planning, 401k, Fixed Annuities, Investment Strategies, Equities, Financial Advisory, Financial Planners

Education
Central Michigan University   1988 — 1990
BS in BA, Finance, Economics

Muskegon Community College   1986 — 1988
Associate of Science (A.S.), Business Administration, Management and Operations

Timothy Egan Timothy Egan Greater Boston Area Details
Timothy Egan's Financial Engines Experience 2007 - 2008
Job Experienced Sales Executive
Industry Information Technology and Services
Experience
Oracle Corporation  2009 - Present
Quaker Road Trust LLC   2007 - 2009
Financial Engines   2007 - 2008
Mathsoft Engineering & Education, Inc.   2002 - 2006
Incentive Systems, Inc.   2000 - 2002
Fidelity Investments  1989 - 1999

Education
Babson College
Babson College, Finance/Investments

Katy Bacevich Katy Bacevich Greater Boston Area Details
Katy Bacevich's Financial Engines Experience July 2014 - Present
Job Senior Marketing Manager at Financial Engines
Industry Financial Services
Experience
Financial Engines   July 2014 - Present
New York Life Retirement Plan Services  April 2013 - July 2014
New York Life Retirement Plan Services  August 2011 - April 2013
UnitedHealthcare  January 2011 - August 2011
New York Life  March 2010 - February 2011
New York Life Retirement Plan Services  August 2007 - February 2010

Skills
Microsoft Office, InDesign, PMAPS, Satuit, SharePoint, Proposal Writing, 401k, Product Marketing, Retirement, Series 6, Management, Mutual Funds, Series 63, Marketing, Retirement Planning, Financial Services, Series 7, Strategy, Leadership, Relationship Management, Investments

Education
Boston University   2004 — 2007
B.S.

Curtis Foon Curtis Foon San Francisco Bay Area Details
Curtis Foon's Financial Engines Experience September 1999 - Present
Job DevOps/DBA at Financial Engines
Industry Information Technology and Services
Experience
Financial Engines   September 1999 - Present
Stanford University  March 1992 - September 1999

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, English, Windows, Research, Outlook, Teaching, HTML, Strategic Planning, Budgets

Education
California Polytechnic State University-San Luis Obispo
BS, Electrical and Electronics Engineering

UC Berkeley Extension
Telecommunications Engineering

Lisa Kane Lisa Kane Boston, Massachusetts Details
Lisa Kane's Financial Engines Experience November 2014 - Present
Job Investment Advisor Associate, Financial Engines
Industry Financial Services
Experience
Financial Engines   November 2014 - Present
State Street  March 2014 - November 2014
State Street  September 2012 - March 2014
Atlantic Trust Private Wealth Management  March 2011 - September 2012
Needham Electric Supply Corp. (NESCO)   May 2010 - March 2011
Roche Bros. Supermarkets  September 2003 - May 2010

Skills
Securities, Bloomberg, Mutual Funds, Equities, Investments, Accounting, Pricing, Account Reconciliation, Auditing, Month End Close, Multi-currency Horizon, Microsoft Excel, Financial Analysis, Financial Accounting, Financial Reporting, Corporate Actions, Wealth Management, Eclipse, ETFs, Financial Services, Investment Advisory, 401k

Education
University of Massachusetts Boston   2012 — 2014
MBA

Salem State College   2006 — 2010
Bachelor of Science, Business Administration and Management, General

Bond University   2009 — 2009
Management

Leamon Tamas Leamon Tamas Scottsdale, Arizona Details
Leamon Tamas's Financial Engines Experience May 2014 - May 2015
Job Sr Business Analyst at Avnet
Industry Financial Services
Experience
Avnet  May 2015 - Present
Financial Engines   May 2014 - May 2015
Rinchem  July 2012 - August 2013
Rinchem  June 2011 - August 2012
Edward Jones  February 2006 - June 2010
American Funds  October 2005 - January 2006

Skills
Training, Process Improvement, Project Management, Customer Service, Data Analysis, Management, Root Cause Analysis, Call Center Operations, Process Flow..., Analysis, Operations Management, Supply Chain Management, Marketing, Business Analysis, Cross-functional Team..., Financial Analysis, Leadership, Microsoft Office, Vendor Management

Education
Arizona State University - W. P. Carey School of Business   2008 — 2010
MBA, Strategic Marketing

The Ohio State University   2003 — 2005
Bachelor of Arts, Strategic Communication

Enas (Kandeel) Salem Enas (Kandeel) Salem San Francisco Bay Area Details
Enas (Kandeel) Salem's Financial Engines Experience September 2015 - Present
Job Executive Assistant at Financial Engines
Industry Financial Services
Experience
Financial Engines   September 2015 - Present
Connor Group  March 2015 - September 2015
DTZ  July 2014 - March 2015
DTZ  October 2013 - June 2014
Alain Pinel Realtors  October 2012 - September 2013
Lafarge  August 2008 - February 2012
Etisalat  March 2007 - March 2008
Orascom Telecom  January 2002 - February 2007

Skills
Internal Communications, Corporate Communications, Budgets, Marketing Communications, Public Relations, Microsoft Office, Media Relations, Project Planning, Crisis Communications, Marketing, Microsoft Excel, Project Management, Event Management, Negotiation, Market Research, Business Planning, Product Marketing, Adobe Creative Suite, Procurement, Marketing Strategy, Adobe Acrobat, Employee Relations, Human Resources, Training, Management, Leadership, Time Management, Organizational..., Team Leadership, Teamwork, Recruiting, Strategy, Team Management, Team Building, Sales, Business Development, Change Management

Education
Cairo University   1989 — 1992
BS, Mass Communication, Major of Mass Communication

Mass Communication, Cairo University   1989 — 1992
Bachelor, Mass Communication

Weijieh Lii Weijieh Lii San Francisco Bay Area Details
Weijieh Lii's Financial Engines Experience July 2014 - Present
Job MBA, CPA
Industry Accounting
Experience
Financial Engines   July 2014 - Present
Sagent Management  August 2012 - July 2014
Friends of Children with Special Needs  March 2010 - November 2011
California State University  December 2007 - September 2010
Vie Show Cinemas   November 2004 - March 2005

Skills
Accounts Payable, Accounting, Account Reconciliation, Accounts Receivable, QuickBooks

Education
California State University-East Bay   2007 — 2010
Master, Business Administration; Accounting

National Chung Hsing University
Bachelor of Arts, Foreign Languages and

Nithya Arumugam Nithya Arumugam San Francisco Bay Area Details
Nithya Arumugam's Financial Engines Experience March 2014 - Present
Job Software Engineer at Financial Engines
Industry Computer Software
Experience
Financial Engines   March 2014 - Present
Epic  August 2011 - February 2014
NSF FREEDM Systems Center  August 2010 - May 2011
Diversified Information Technologies  June 2010 - August 2010

Skills
Software Engineering, C++, SQL, Java, Python, Programming, C#, Object Oriented Design, jQuery, JavaScript, C, Unix, Software Development, Ruby, HTML, MySQL, XML, Visual Studio, Web Services, Eclipse, Algorithms, Agile Methodologies, JSP, Linux, Perl

Education
North Carolina State University   2009 — 2011
MS, Computer Science

Anna University   2005 — 2009
BE, Computer Science and Engineering

Amanda Eisnor, MA Amanda Eisnor, MA Barnstable/Yarmouth, Massachusetts Area Details
Amanda Eisnor, MA's Financial Engines Experience January 2014 - June 2014
Job Community Outreach and Events Specialist at Cape Cod Commercial Fishermen's Alliance
Industry Public Relations and Communications
Experience
Cape Cod Commercial Fishermen's Alliance  November 2014 - Present
Powers Place   March 2008 - October 2014
Financial Engines   January 2014 - June 2014
ClinEdge  August 2013 - December 2013

Skills
Public Speaking, Advertising, Social Media, Social Media Marketing, Marketing Communications, Public Relations, Photography, PowerPoint, Blogging, Social Networking, Research, Media Relations, Editing, Corporate Communications, Marketing, Sports

Education
Suffolk University   2012 — 2014
Master of Arts (M.A.), Communications, Public Relations and Advertising

Bridgewater State College   2007 — 2011
Bachelor of Arts (B.A.), Communications

Dan Fay Dan Fay North Andover, Massachusetts Details
Dan Fay's Financial Engines Experience March 2015 - Present
Job Senior Advisor Relations Manager at Financial Engines
Industry Financial Services
Experience
Financial Engines   March 2015 - Present
MassMutual Financial Group  2011 - February 2015
New York Life  September 1995 - November 2011

Skills
401k, Financial Services, Sales, Series 63, Series 7, Retirement, Management, Mutual Funds, Finance, Retirement Planning

Education
Bentley College   1989 — 1993
Bachelor of Science (BS), Finance, General

Joseph Hawthorne Joseph Hawthorne United States Details
Joseph Hawthorne's Financial Engines Experience January 2013 - March 2015
Job
Industry Financial Services
Experience
Financial Engines   January 2013 - March 2015
CSR Technology, inc  January 2012 - December 2012
Zoran  January 2001 - December 2012

Skills
Accounts Payable, Oracle, Sales & Use Tax, Expense Reports, Vendor Management, Monthly Close, Accruals, Microsoft Excel, MS Excel Pivot Tables, 1099 Preparation, ACH, Purchase Orders, Procurement, Workflow Management, Netsuite

Education
42

Gerard Mattaliano Gerard Mattaliano Marshfield, Massachusetts Details
Gerard Mattaliano's Financial Engines Experience June 2013 - August 2013
Job Student at Clemson University College of Business and Behavioral Science
Industry Financial Services
Experience
Putnam Investments  June 2015 - Present
Cask’n Flagon   May 2013 - January 2015
Financial Engines   June 2013 - August 2013
Thomas P. McCarthy Building   April 2010 - January 2011

Skills
Microsoft Office

Education
Clemson University   2011 — 2015
Bachelor of Science, Financial Management; Corporate Finance, Minor: Accounting

Clemson University - College of Business and Behavioral Science   2011 — 2015
Bachelor's degree, Financial Management

Marc Mahaffey Marc Mahaffey Phoenix, Arizona Area Details
Marc Mahaffey's Financial Engines Experience June 2012 - Present
Job Investment Advisor at Financial Engines
Industry Financial Services
Experience
Financial Engines   June 2012 - Present
Merrill Lynch  October 2011 - May 2012
Edward Jones  May 2006 - May 2011

Education
Arizona State University

Bob Kleckner Bob Kleckner Gibsonia, Pennsylvania Details
Bob Kleckner's Financial Engines Experience August 2005 - Present
Job Senior Project manager at Financial Engines
Industry Financial Services
Experience
Financial Engines   August 2005 - Present
Alcoa  June 2000 - July 2005
Mellon Bank  June 1999 - May 2000
Westinghouse Electric Corporation  March 1997 - March 1999
Federated Investors  November 1990 - March 1997
Mellon Bank  September 1986 - November 1990

Skills
Financial Services, Mutual Funds, Investments, Asset Allocation, Retirement

Education
Allegheny College   1982 — 1986
Bachelor of Science (BS), Economics

Sergei Nikolaev Sergei Nikolaev San Francisco Bay Area Details
Sergei Nikolaev's Financial Engines Experience 2008 - 2013
Job Staff SQA Engineer, Data Integration QA Team Lead
Industry Computer Software
Experience
Financial Engines   2008 - 2013
Financial Engines   2007 - 2013
Financial Engines   2000 - 2007
Sony Electronics  1998 - 2000

Skills
Quality Assurance, Software Quality..., Agile Methodologies, SQL, Test Planning, XML, Databases, System Testing, Test Automation, User Acceptance Testing, SDLC, Regression Testing, Manual Testing, Test Cases, Test Driven Development, Test Management, XML Schema, Software Project..., XML Spy, Drawing, Data Analysis, Agile & Waterfall..., Defect Tracking, Outsourcing Management, Offshore Software...

Education
University of California, Berkeley
UC Berkley Extensions: IT and Computer Science classes, Testing Windows applications; Database Access from Web Applications; SDLC and testing Comp. Software

City College of San Francisco
IT, Computer Science, Finance and Ivestments, C/C++, Adobe Photoshop, MS Office, Word Perfect, Investment

Perm State University (PSU)
M.S. Economics, B.S. Computer Science, Business/Managerial Economics

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