Financial Engines
Industry: Investment advice company
DescriptionHeadquarters: Palo Alto, California, United States Founder: William F. Sharpe Founded: 1996 Parent organization: Edelman Financial Services LLC Subsidiaries: The Mutual Fund Store,
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Financial Engines Employees
Employee
Years
Job
Industry
David Grubman David Grubman's Financial Engines Experience January 2007 - November 2014
Job Group Product Manager at Intuit
Industry Financial Services
Experience
Intuit December 2014 - Present
Financial Engines January 2007 - November 2014
California Jeep Authority April 2008 - December 2013
Silicon Valley Product Management Association July 2007 - May 2010
Pyramid Digital Solutions October 1994 - December 2006
College of DuPage May 2000 - August 2002
Codeworks, Inc January 1993 - October 1994
Technology Solutions Company (TSC) August 1990 - January 1993
Skills
Product Management, Product Development, Retirement Planning, Registered Investment..., Investment Advisory..., Start-ups, Cross-functional Team..., Agile Methodologies, Financial Services, Project Management, Analytics, Software Project..., OmniPlus, Strategic Partnerships, SQL, Software Development, Leadership, Business Process..., Enterprise Software, Product Marketing, E-commerce, Management, Business Process, Executive Management, Scrum, Direct Marketing
Education
Northwestern University - Kellogg School of Management 2006 — 2006
Executive Certificate
Northern Illinois University 1989 — 1990
Masters of Science (MS)
Northern Illinois University 1985 — 1989
Bachelors of Science (BS)
Intuit December 2014 - Present
Financial Engines January 2007 - November 2014
California Jeep Authority April 2008 - December 2013
Silicon Valley Product Management Association July 2007 - May 2010
Pyramid Digital Solutions October 1994 - December 2006
College of DuPage May 2000 - August 2002
Codeworks, Inc January 1993 - October 1994
Technology Solutions Company (TSC) August 1990 - January 1993
Skills
Product Management, Product Development, Retirement Planning, Registered Investment..., Investment Advisory..., Start-ups, Cross-functional Team..., Agile Methodologies, Financial Services, Project Management, Analytics, Software Project..., OmniPlus, Strategic Partnerships, SQL, Software Development, Leadership, Business Process..., Enterprise Software, Product Marketing, E-commerce, Management, Business Process, Executive Management, Scrum, Direct Marketing
Education
Northwestern University - Kellogg School of Management 2006 — 2006
Executive Certificate
Northern Illinois University 1989 — 1990
Masters of Science (MS)
Northern Illinois University 1985 — 1989
Bachelors of Science (BS)
Mary de Verges's Financial Engines Experience December 2012 - Present
Job Service Delivery Analyst
Industry Financial Services
Experience
Financial Engines December 2012 - Present
Financial Engines April 2010 - December 2012
Financial Engines August 2008 - April 2010
Charles Schwab October 2007 - September 2008
Skills
IRAs, 401k, Mutual Funds, Asset Allocation, Investments, Securities, Retirement, Financial Advisory, Investment Advisory, Analysis, Financial Services, Visio Pro, Business Process Mapping, Lean Process Improvement, Project Management
Education
Loyola University New Orleans 2001 — 2005
Bachelor's, Advertising
Financial Engines December 2012 - Present
Financial Engines April 2010 - December 2012
Financial Engines August 2008 - April 2010
Charles Schwab October 2007 - September 2008
Skills
IRAs, 401k, Mutual Funds, Asset Allocation, Investments, Securities, Retirement, Financial Advisory, Investment Advisory, Analysis, Financial Services, Visio Pro, Business Process Mapping, Lean Process Improvement, Project Management
Education
Loyola University New Orleans 2001 — 2005
Bachelor's, Advertising
Graham Gallivan's Financial Engines Experience February 2011 - March 2012
Job Senior Manager, Enterprise Marketing at Marketo
Industry Marketing and Advertising
Experience
Marketo February 2014 - April 2015
Actuate October 2012 - February 2014
Financial Engines February 2011 - March 2012
Shanti October 2009 - September 2011
EnerNOC, Inc. January 2009 - February 2010
SF Bay Area Non-Profits January 2007 - November 2008
South Carolina Department of Commerce March 2003 - August 2006
Credit Suisse (formerly Credit Suisse First Boston) 2000 - 2002
Skills
Marketing Communications, Business Development, Product Marketing, Marketing Strategy, Strategic Planning, Start-ups, Strategy, Program Management, Product Management, Social Media, Non-profits, Business Strategy, Strategic Partnerships, Project Management, Public Relations
Education
Tuck School of Business at Dartmouth 1998 — 1998
Business Bridge Program
Dartmouth College 1994 — 1998
Marketo February 2014 - April 2015
Actuate October 2012 - February 2014
Financial Engines February 2011 - March 2012
Shanti October 2009 - September 2011
EnerNOC, Inc. January 2009 - February 2010
SF Bay Area Non-Profits January 2007 - November 2008
South Carolina Department of Commerce March 2003 - August 2006
Credit Suisse (formerly Credit Suisse First Boston) 2000 - 2002
Skills
Marketing Communications, Business Development, Product Marketing, Marketing Strategy, Strategic Planning, Start-ups, Strategy, Program Management, Product Management, Social Media, Non-profits, Business Strategy, Strategic Partnerships, Project Management, Public Relations
Education
Tuck School of Business at Dartmouth 1998 — 1998
Business Bridge Program
Dartmouth College 1994 — 1998
Juliette D. Correa Juliette D. Correa's Financial Engines Experience September 2014 - Present
Job Retirement Plan Specialist at Financial Engines
Industry Financial Services
Experience
Financial Engines September 2014 - Present
Vanguard April 2012 - August 2014
Vanguard August 2010 - March 2012
Vanguard April 2007 - August 2010
Vanguard June 2006 - April 2007
Vanguard March 2002 - June 2006
Vanguard February 2001 - March 2002
Vanguard November 1999 - February 2001
C2 Group April 1999 - November 1999
Uniscribe Professional Services, Inc. December 1998 - April 1999
Skills
Series 24, Series 7, Series 63, QPA, QKA, Defined Contribution, 401k, Pensions, Lotus Notes, Training, IRAs, Leadership, Project Management, Mergers & Acquisitions, Management, Analysis, Investment Advisory, Program Management, Strategy, Coaching, Qualified Retirement..., Training Delivery, Human Resources
Education
Pace University School of Law 1991 — 1994
Doctor of Law (JD), General Studies
St. Mary's College of Maryland 1987 — 1991
Bachelor of Arts (BA), History, Economics
John F. Kennedy High School 1983 — 1987
Financial Engines September 2014 - Present
Vanguard April 2012 - August 2014
Vanguard August 2010 - March 2012
Vanguard April 2007 - August 2010
Vanguard June 2006 - April 2007
Vanguard March 2002 - June 2006
Vanguard February 2001 - March 2002
Vanguard November 1999 - February 2001
C2 Group April 1999 - November 1999
Uniscribe Professional Services, Inc. December 1998 - April 1999
Skills
Series 24, Series 7, Series 63, QPA, QKA, Defined Contribution, 401k, Pensions, Lotus Notes, Training, IRAs, Leadership, Project Management, Mergers & Acquisitions, Management, Analysis, Investment Advisory, Program Management, Strategy, Coaching, Qualified Retirement..., Training Delivery, Human Resources
Education
Pace University School of Law 1991 — 1994
Doctor of Law (JD), General Studies
St. Mary's College of Maryland 1987 — 1991
Bachelor of Arts (BA), History, Economics
John F. Kennedy High School 1983 — 1987
Justin R. Hayes Justin R. Hayes's Financial Engines Experience September 2013 - Present
Job Investment Advisor at Financial Engines
Industry Financial Services
Experience
Financial Engines September 2013 - Present
Self employed September 2012 - September 2013
Fidelity Investments November 2011 - September 2012
USAA February 2007 - October 2011
Ameriprise Financial 2005 - 2007
Skills
Retirement Planning, Estate Planning, Investments, Risk Management, Financial Planning, 401k Rollovers, Investment Advisory, Investment Strategies, Insurance, Strategic Financial..., Financial Planners, Series 7, Finance, Retirement, Mutual Funds, Wealth Management, Financial Goals, Fixed Annuities, Asset Allocation, 401k, Securities, Uniform Combined State..., Financial Advisory, Life Insurance, FINRA, Series 65, Asset Management, Portfolio Management, Wealth Management..., Investment Management, IRAs, Financial Services, Savings, Wealth, Long-term Care, Disability Insurance, Wealth Accumulation, Long Term Care Insurance, Pensions, Variable Annuities, Term Life Insurance, Bonds, ETFs, Personal Financial..., High Net Worth..., 529 Plans, Roth IRA, College Savings Plans
Education
Northern Arizona University 1999 — 2004
Bachelor of Science, Business Management
Henderson High School 1995 — 1999
Financial Engines September 2013 - Present
Self employed September 2012 - September 2013
Fidelity Investments November 2011 - September 2012
USAA February 2007 - October 2011
Ameriprise Financial 2005 - 2007
Skills
Retirement Planning, Estate Planning, Investments, Risk Management, Financial Planning, 401k Rollovers, Investment Advisory, Investment Strategies, Insurance, Strategic Financial..., Financial Planners, Series 7, Finance, Retirement, Mutual Funds, Wealth Management, Financial Goals, Fixed Annuities, Asset Allocation, 401k, Securities, Uniform Combined State..., Financial Advisory, Life Insurance, FINRA, Series 65, Asset Management, Portfolio Management, Wealth Management..., Investment Management, IRAs, Financial Services, Savings, Wealth, Long-term Care, Disability Insurance, Wealth Accumulation, Long Term Care Insurance, Pensions, Variable Annuities, Term Life Insurance, Bonds, ETFs, Personal Financial..., High Net Worth..., 529 Plans, Roth IRA, College Savings Plans
Education
Northern Arizona University 1999 — 2004
Bachelor of Science, Business Management
Henderson High School 1995 — 1999
Olena Lacy's Financial Engines Experience 1998 - Present
Job Member of the Board at Financial Engines. Member of the Board at Bentall Kennedy
Industry Financial Services
Experience
Bentall Kennedy 2012 - Present
Financial Engines 1998 - Present
UAW Health Care VEBA 2005 - December 2011
Dept. of Labor EBSA 1993 - 1998
Treasurer's Office, State of California January 1991 - April 1993
Skills
Pensions, Retirement Planning, ERISA, Investment Management, Financial Advisory, Investments, Portfolio Management, Mutual Funds, Investment Advisory, Investment Strategies, Wealth Management, Financial Services, Securities, Due Diligence, Asset Management
Education
Harvard Business School 1982 — 1984
MBA, Business
Bentall Kennedy 2012 - Present
Financial Engines 1998 - Present
UAW Health Care VEBA 2005 - December 2011
Dept. of Labor EBSA 1993 - 1998
Treasurer's Office, State of California January 1991 - April 1993
Skills
Pensions, Retirement Planning, ERISA, Investment Management, Financial Advisory, Investments, Portfolio Management, Mutual Funds, Investment Advisory, Investment Strategies, Wealth Management, Financial Services, Securities, Due Diligence, Asset Management
Education
Harvard Business School 1982 — 1984
MBA, Business
Dave Muzrall's Financial Engines Experience August 2013 - Present
Job Senior Communications Process Manager at Financial Engines
Industry Financial Services
Experience
Financial Engines August 2013 - Present
Clean Harbors January 2012 - August 2013
ING Investment Advisors, LLC May 2006 - December 2011
ING March 1997 - December 2011
ING March 1998 - May 2006
ING March 1997 - March 1998
Putnam Investments December 1994 - March 1997
Skills
People Management, Program Management, Process Improvement, Project Management, Business Analysis, Change Management, Risk Management, Operations Management, Project Portfolio..., Vendor Management, SDLC, PMO, Software Project..., Business Process..., Six Sigma, Management, Leadership, Product Management, Requirements Analysis, Team Building, Testing, Performance Management, Training, Business Requirements, Access, Analysis, Forecasting, Visio, Strategic Planning, Business Intelligence, Software Documentation, Integration, PMP, Quality Assurance, CRM, MS Project, Requirements Gathering, Cross-functional Team..., SharePoint, Outsourcing, Business Process, IT Strategy, Team Leadership, Project Planning, IT Management, User Acceptance Testing, Banking, Project Delivery, Management Consulting, Process Engineering
Education
Northeastern University
Suffield University
BS, Business Management
Financial Engines August 2013 - Present
Clean Harbors January 2012 - August 2013
ING Investment Advisors, LLC May 2006 - December 2011
ING March 1997 - December 2011
ING March 1998 - May 2006
ING March 1997 - March 1998
Putnam Investments December 1994 - March 1997
Skills
People Management, Program Management, Process Improvement, Project Management, Business Analysis, Change Management, Risk Management, Operations Management, Project Portfolio..., Vendor Management, SDLC, PMO, Software Project..., Business Process..., Six Sigma, Management, Leadership, Product Management, Requirements Analysis, Team Building, Testing, Performance Management, Training, Business Requirements, Access, Analysis, Forecasting, Visio, Strategic Planning, Business Intelligence, Software Documentation, Integration, PMP, Quality Assurance, CRM, MS Project, Requirements Gathering, Cross-functional Team..., SharePoint, Outsourcing, Business Process, IT Strategy, Team Leadership, Project Planning, IT Management, User Acceptance Testing, Banking, Project Delivery, Management Consulting, Process Engineering
Education
Northeastern University
Suffield University
BS, Business Management
Srinath Sura Srinath Sura's Financial Engines Experience 2009 - May 2013
Job Engineering Manager, Growth
Industry Internet
Experience
Optimizely December 2013 - Present
Financial Engines 2009 - May 2013
Financial Engines June 2013 - 2013
Financial Engines 2006 - 2009
Sapient 2004 - 2006
Hewlette Packard 2003 - 2004
Elipva Pte Ltd 2000 - 2002
Wisdom Information Consultants 1997 - 1999
Skills
Software Development, Agile Methodologies, Software Project..., Business Intelligence, Java Enterprise Edition, Java, Python, Web Applications, Database Design, Oracle, Microsoft SQL Server, Data Marts, Github, Hibernate, Salesforce.com, PL/SQL, Struts, Tomcat, OBIEE, Talent Management, SSIS, MongoDB, Hadoop, SQL Server, Selenium, Google App Engine, SDLC, Integration, SQL, Analytics, Management
Education
University of Mysore
Bachelor of Engineering, Electronics & Communication
National College
Pre-University, Math and Science
Optimizely December 2013 - Present
Financial Engines 2009 - May 2013
Financial Engines June 2013 - 2013
Financial Engines 2006 - 2009
Sapient 2004 - 2006
Hewlette Packard 2003 - 2004
Elipva Pte Ltd 2000 - 2002
Wisdom Information Consultants 1997 - 1999
Skills
Software Development, Agile Methodologies, Software Project..., Business Intelligence, Java Enterprise Edition, Java, Python, Web Applications, Database Design, Oracle, Microsoft SQL Server, Data Marts, Github, Hibernate, Salesforce.com, PL/SQL, Struts, Tomcat, OBIEE, Talent Management, SSIS, MongoDB, Hadoop, SQL Server, Selenium, Google App Engine, SDLC, Integration, SQL, Analytics, Management
Education
University of Mysore
Bachelor of Engineering, Electronics & Communication
National College
Pre-University, Math and Science
Darin Hancock Darin Hancock's Financial Engines Experience August 2012 - October 2014
Job Marketing Production Manager
Industry Marketing and Advertising
Experience
Isagenix October 2014 - Present
Financial Engines August 2012 - October 2014
Prismagraphic February 2011 - July 2012
Apollo Group March 2007 - November 2010
Apollo Group April 2004 - March 2007
Greater Flagstaff Economic Council March 2002 - July 2003
Northern Arizona University 2000 - 2001
Skills
Marketing, Non-profits, Advertising, Customer Service, Social Media Marketing, Social Media, Sales, Recruiting, Event Planning, Marketing Communications, Public Relations, Strategic Planning, Direct Marketing, Email Marketing, Project Management, Leadership, Management, Nonprofits, Team Management, Time Management, Business Development
Education
University of Phoenix 2004 — 2006
Masters, Business Administration
Northern Arizona University-The W. A. Franke College of Business 2000 — 2002
BSBA, Marketing, Web Technology
Eastern Arizona College 1998 — 2000
Associates, Business
Safford High School 1991 — 1995
Isagenix October 2014 - Present
Financial Engines August 2012 - October 2014
Prismagraphic February 2011 - July 2012
Apollo Group March 2007 - November 2010
Apollo Group April 2004 - March 2007
Greater Flagstaff Economic Council March 2002 - July 2003
Northern Arizona University 2000 - 2001
Skills
Marketing, Non-profits, Advertising, Customer Service, Social Media Marketing, Social Media, Sales, Recruiting, Event Planning, Marketing Communications, Public Relations, Strategic Planning, Direct Marketing, Email Marketing, Project Management, Leadership, Management, Nonprofits, Team Management, Time Management, Business Development
Education
University of Phoenix 2004 — 2006
Masters, Business Administration
Northern Arizona University-The W. A. Franke College of Business 2000 — 2002
BSBA, Marketing, Web Technology
Eastern Arizona College 1998 — 2000
Associates, Business
Safford High School 1991 — 1995
Sara Kinsey's Financial Engines Experience May 2013 - November 2014
Job Senior Marketing Programs Manager at Alteryx, Inc.
Industry Marketing and Advertising
Experience
Alteryx, Inc. November 2014 - Present
Financial Engines May 2013 - November 2014
Fluke Corporation October 2011 - May 2013
Expedia April 2010 - September 2011
Momentum Strategy April 2006 - May 2010
Wells Fargo Bank November 2004 - April 2006
Skills
Marketo, Lead Generation, Marketing Communications, B2B Marketing, Marketing Automation, Strategy, Marketing, Global Marketing, Digital Marketing, Brand Awareness, B2B, Marketing Strategy, Management, Product Marketing, Email Marketing, SEO copywriting, Social Media Marketing, Marketing Management, Start-ups, Product Development, Web Site Content..., Marketing Event Planning, Media Buying, Email Strategy, Loyalty Marketing, Content Development, B2C marketing, Global Marketing and..., Agency Relationship..., Email Marketing Software, Introducing New Products, Collateral Materials..., Translation Management, Writing, Taking New Products to..., New Market Selection, Web Site Concepting and..., People Management
Education
Pacific Union College
Bachelor's Degree
Maxwell Academy
College Prep Diploma
Alteryx, Inc. November 2014 - Present
Financial Engines May 2013 - November 2014
Fluke Corporation October 2011 - May 2013
Expedia April 2010 - September 2011
Momentum Strategy April 2006 - May 2010
Wells Fargo Bank November 2004 - April 2006
Skills
Marketo, Lead Generation, Marketing Communications, B2B Marketing, Marketing Automation, Strategy, Marketing, Global Marketing, Digital Marketing, Brand Awareness, B2B, Marketing Strategy, Management, Product Marketing, Email Marketing, SEO copywriting, Social Media Marketing, Marketing Management, Start-ups, Product Development, Web Site Content..., Marketing Event Planning, Media Buying, Email Strategy, Loyalty Marketing, Content Development, B2C marketing, Global Marketing and..., Agency Relationship..., Email Marketing Software, Introducing New Products, Collateral Materials..., Translation Management, Writing, Taking New Products to..., New Market Selection, Web Site Concepting and..., People Management
Education
Pacific Union College
Bachelor's Degree
Maxwell Academy
College Prep Diploma
Ann Myer Ann Myer's Financial Engines Experience August 2013 - Present
Job
Industry
Experience
Financial Engines August 2013 - Present
Ace Relocation Systems May 2010 - January 2013
Waddell & Reed November 2008 - May 2009
Delucchi Hawn, LLP January 2008 - September 2008
University of Phoenix May 2006 - January 2008
Pixera Corporation March 2001 - May 2006
Radford February 2000 - February 2001
Netflix August 1999 - February 2000
Accesslan Communications June 1999 - August 1999
South Valley YMCA April 1993 - June 1999
Skills
Outlook, Microsoft Word, Customer Service, Microsoft Excel, PowerPoint, Microsoft Office, Time Management, Data Entry, Invoicing, Event Planning, Administrative..., Calendaring, Expense Reports, Transportation, Event Management
Education
University of Phoenix
Bachelor’s Degree, Business Management
Heald College-San Francisco
Associate’s Degree, Computer Business
Financial Engines August 2013 - Present
Ace Relocation Systems May 2010 - January 2013
Waddell & Reed November 2008 - May 2009
Delucchi Hawn, LLP January 2008 - September 2008
University of Phoenix May 2006 - January 2008
Pixera Corporation March 2001 - May 2006
Radford February 2000 - February 2001
Netflix August 1999 - February 2000
Accesslan Communications June 1999 - August 1999
South Valley YMCA April 1993 - June 1999
Skills
Outlook, Microsoft Word, Customer Service, Microsoft Excel, PowerPoint, Microsoft Office, Time Management, Data Entry, Invoicing, Event Planning, Administrative..., Calendaring, Expense Reports, Transportation, Event Management
Education
University of Phoenix
Bachelor’s Degree, Business Management
Heald College-San Francisco
Associate’s Degree, Computer Business
Anusha Kusam's Financial Engines Experience June 2014 - December 2014
Job Frontend Software Engineer at Reflektion
Industry Computer Software
Experience
Reflektion March 2015 - Present
Financial Engines June 2014 - December 2014
Santa Clara University January 2014 - June 2014
Tata Consultancy Services June 2012 - November 2012
Indian Institute of Technology, Kharagpur May 2011 - July 2011
Skills
Web Applications, Web Development, Bootstrap, HTML, CSS, jQuery, iOS development, Objective-C, Xcode, JavaScript, Optimizely, Omniture, Google Analytics, C, C++, Java, SQL, Scheme, Testing, JUnit
Education
Santa Clara University 2013 — 2014
Master of Science (MS), Computer Engineering
Koneru Lakshmaiah College of Engineering 2008 — 2012
Bachelor of Technology (B.Tech.), Information Technology
Reflektion March 2015 - Present
Financial Engines June 2014 - December 2014
Santa Clara University January 2014 - June 2014
Tata Consultancy Services June 2012 - November 2012
Indian Institute of Technology, Kharagpur May 2011 - July 2011
Skills
Web Applications, Web Development, Bootstrap, HTML, CSS, jQuery, iOS development, Objective-C, Xcode, JavaScript, Optimizely, Omniture, Google Analytics, C, C++, Java, SQL, Scheme, Testing, JUnit
Education
Santa Clara University 2013 — 2014
Master of Science (MS), Computer Engineering
Koneru Lakshmaiah College of Engineering 2008 — 2012
Bachelor of Technology (B.Tech.), Information Technology
Shawn Lan's Financial Engines Experience February 2013 - March 2014
Job Head of Design
Industry Information Technology and Services
Experience
Zoom Video Communications March 2014 - Present
Financial Engines February 2013 - March 2014
WebEx January 2008 - February 2013
Skills
User Experience, Graphic Design, Transitional animation..., Strategic design..., End to end flow thinking, Web Application Design, Desktop Application..., Design innovation, Logic analysis, OmniGraffle, Interaction Design, User-centered Design, User Experience Design, User Interface, User Interface Design, Web Design, User Research, Usability Testing, Heuristic Evaluation, Visual Design, Information Architecture
Education
Tongji University 2005 — 2008
Master, Artistic Design
Hefei University of Technology 2001 — 2005
Bachelor, Industrial design
Zoom Video Communications March 2014 - Present
Financial Engines February 2013 - March 2014
WebEx January 2008 - February 2013
Skills
User Experience, Graphic Design, Transitional animation..., Strategic design..., End to end flow thinking, Web Application Design, Desktop Application..., Design innovation, Logic analysis, OmniGraffle, Interaction Design, User-centered Design, User Experience Design, User Interface, User Interface Design, Web Design, User Research, Usability Testing, Heuristic Evaluation, Visual Design, Information Architecture
Education
Tongji University 2005 — 2008
Master, Artistic Design
Hefei University of Technology 2001 — 2005
Bachelor, Industrial design
Jen Colella Jen Colella's Financial Engines Experience February 2015 - Present
Job Financial Industry Marketing Manager
Industry Marketing and Advertising
Experience
Financial Engines February 2015 - Present
Klara November 2014 - January 2015
MullinTBG, a Prudential Financial company July 2012 - January 2015
Westfield October 2009 - July 2012
JCDecaux April 2010 - August 2010
Royal Bank of Scotland September 2008 - July 2009
Citizens Bank December 2004 - August 2008
Citizens Bank December 2007 - May 2008
Skills
Scarborough, Eblasts, Press Releases, Corporate Communications, Marketing, Advertising, Facebook, Sales, Journalism, Social Networking, Television, Newsletters, Social Media Marketing, Email Marketing, Marketing Communications, Digital Marketing, Digital Strategy, Management, Social Media
Education
Northwestern University 2013 — 2015
Master of Science (MS), Integrated Marketing Communications
Emerson College 2004 — 2008
BS, Communications, Writing & Publishing
Financial Engines February 2015 - Present
Klara November 2014 - January 2015
MullinTBG, a Prudential Financial company July 2012 - January 2015
Westfield October 2009 - July 2012
JCDecaux April 2010 - August 2010
Royal Bank of Scotland September 2008 - July 2009
Citizens Bank December 2004 - August 2008
Citizens Bank December 2007 - May 2008
Skills
Scarborough, Eblasts, Press Releases, Corporate Communications, Marketing, Advertising, Facebook, Sales, Journalism, Social Networking, Television, Newsletters, Social Media Marketing, Email Marketing, Marketing Communications, Digital Marketing, Digital Strategy, Management, Social Media
Education
Northwestern University 2013 — 2015
Master of Science (MS), Integrated Marketing Communications
Emerson College 2004 — 2008
BS, Communications, Writing & Publishing
Alex Demitri's Financial Engines Experience July 2013 - Present
Job Sr. Infrastructure Engineer at Financial Engines
Industry Information Technology and Services
Experience
Financial Engines July 2013 - Present
Financial Engines September 2011 - July 2013
Life Technologies April 2010 - August 2011
Skills
Virtualization, VMware, Unix, Disaster Recovery, Windows Server, Cloud Computing, Linux, Firewalls, System Administration, Networking, IT Operations, Integration, Java, Storage Area Networks, Windows, Troubleshooting, Storage, Infrastructure, NetApp, WAN, System Architecture, DNS, Software Documentation, HTML, SharePoint, Software Development, Vendor Management, Computer Security, Web Services, TCP/IP, JSON, Security, REST, Network Security, Ant, JavaScript, Shell Scripting, Hibernate, IT Management, VPN, Tomcat, Visio, Puppet, Salt, Ubuntu, RHEL, AWS, SAN
Education
PuppetLabs 2014 — 2014
Certificate of participation, Puppet Enterprise administration
VMware education. 2013 — 2013
VMware vSphere: Fast Track [V5.1]
Unitek College 2012 — 2012
ONTAP 7-Mode Administration
Hood College 2009 — 2011
Master's of Science, Information Technology
Financial Engines July 2013 - Present
Financial Engines September 2011 - July 2013
Life Technologies April 2010 - August 2011
Skills
Virtualization, VMware, Unix, Disaster Recovery, Windows Server, Cloud Computing, Linux, Firewalls, System Administration, Networking, IT Operations, Integration, Java, Storage Area Networks, Windows, Troubleshooting, Storage, Infrastructure, NetApp, WAN, System Architecture, DNS, Software Documentation, HTML, SharePoint, Software Development, Vendor Management, Computer Security, Web Services, TCP/IP, JSON, Security, REST, Network Security, Ant, JavaScript, Shell Scripting, Hibernate, IT Management, VPN, Tomcat, Visio, Puppet, Salt, Ubuntu, RHEL, AWS, SAN
Education
PuppetLabs 2014 — 2014
Certificate of participation, Puppet Enterprise administration
VMware education. 2013 — 2013
VMware vSphere: Fast Track [V5.1]
Unitek College 2012 — 2012
ONTAP 7-Mode Administration
Hood College 2009 — 2011
Master's of Science, Information Technology
HAO CUI HAO CUI's Financial Engines Experience June 2014 - Present
Job Staff Accountant
Industry Accounting
Experience
Financial Engines June 2014 - Present
LULUTRIP August 2013 - March 2014
MA Labs August 2012 - June 2013
PwC August 2011 - September 2011
Sanrio, Inc. October 2009 - May 2010
J.C. Penney 2007 - 2008
Skills
Microsoft Office, Mandarin, Cantonese, Economics, Accounting, Mathematics, Customer Oriented, Event Planning, Finance, Microsoft Excel, PowerPoint, Research, Social Media, Time Management, Customer Service
Education
University of California, Santa Barbara 2010 — 2012
BA, Business Economics with Accounting
Ohlone College 2007 — 2010
Associate of Arts (AA), Business Administration
Financial Engines June 2014 - Present
LULUTRIP August 2013 - March 2014
MA Labs August 2012 - June 2013
PwC August 2011 - September 2011
Sanrio, Inc. October 2009 - May 2010
J.C. Penney 2007 - 2008
Skills
Microsoft Office, Mandarin, Cantonese, Economics, Accounting, Mathematics, Customer Oriented, Event Planning, Finance, Microsoft Excel, PowerPoint, Research, Social Media, Time Management, Customer Service
Education
University of California, Santa Barbara 2010 — 2012
BA, Business Economics with Accounting
Ohlone College 2007 — 2010
Associate of Arts (AA), Business Administration
Robert Ledbetter's Financial Engines Experience February 2013 - September 2013
Job Systems Engineer at DHS ICE
Industry Information Technology and Services
Experience
InfoZen June 2014 - Present
Precision Solutions, LLC December 2013 - June 2014
Financial Engines February 2013 - September 2013
i360 Technologies Inc March 2010 - June 2012
Dell Perot Systems Government Services January 2007 - March 2010
CACI, Inc April 2004 - January 2007
Self-Employed March 2003 - April 2004
Sentito Networks June 2002 - January 2003
ECI Telecom May 1998 - May 2002
Skills
Active Directory, Windows Server, Oracle E-Business Suite, Oracle Identity Manager, Mac OS X, VMware, Citrix, Java, Microsoft Office 2007, Adobe Professional, MS Project, Visio, Windows 7, Windows XP Pro, Windows Vista, Microsoft Exchange, VTC, Remedy Ticketing System, DoD Top Secret Clearance, DoD, LAN-WAN, WiFi, DSL, DHCP, DNS, TCP/IP, PKI, Security, Software Documentation, Troubleshooting, VPN, Technical Support, XP, Oracle, Information Security, Routers, Integration
Education
Northern Virginia Community College
InfoZen June 2014 - Present
Precision Solutions, LLC December 2013 - June 2014
Financial Engines February 2013 - September 2013
i360 Technologies Inc March 2010 - June 2012
Dell Perot Systems Government Services January 2007 - March 2010
CACI, Inc April 2004 - January 2007
Self-Employed March 2003 - April 2004
Sentito Networks June 2002 - January 2003
ECI Telecom May 1998 - May 2002
Skills
Active Directory, Windows Server, Oracle E-Business Suite, Oracle Identity Manager, Mac OS X, VMware, Citrix, Java, Microsoft Office 2007, Adobe Professional, MS Project, Visio, Windows 7, Windows XP Pro, Windows Vista, Microsoft Exchange, VTC, Remedy Ticketing System, DoD Top Secret Clearance, DoD, LAN-WAN, WiFi, DSL, DHCP, DNS, TCP/IP, PKI, Security, Software Documentation, Troubleshooting, VPN, Technical Support, XP, Oracle, Information Security, Routers, Integration
Education
Northern Virginia Community College
Daniel Zilberman Daniel Zilberman's Financial Engines Experience May 2003 - December 2003
Job Customer Solutions Architect at VMware
Industry Information Technology and Services
Experience
VMware January 2014 - Present
CA March 2009 - December 2013
JHTC 2003 - 2013
IT Professional Services Company July 2005 - March 2009
Primitive Logic 2005 - 2008
Finaplex inc June 2004 - February 2005
Financial Engines May 2003 - December 2003
NOKIA Networks February 2002 - May 2003
DigitalThink 2000 - 2001
Exertech 1996 - 1997
Skills
IT Process automation..., Integration, Agile Methodologies, Automation, Visio, SOA, Software Development, Cloud Computing, Architecture, Enterprise Software, SaaS, Java Enterprise Edition, IT Strategy, Enterprise Architecture, XML, Professional Services, Databases, Solution Architecture, JSP, Oracle, Web Services, Spring, SDLC, Software Design, Web Applications, REST, Java, Servlets, Scrum, Architectures, Distributed Systems, Software Engineering
Education
Golden Gate University 1998 — 2001
M. Sc., Software Engineering
Peter the Great St.Petersburg Polytechnic University 1987 — 1994
M.Sc., Physics, Electrical Engineering
VMware January 2014 - Present
CA March 2009 - December 2013
JHTC 2003 - 2013
IT Professional Services Company July 2005 - March 2009
Primitive Logic 2005 - 2008
Finaplex inc June 2004 - February 2005
Financial Engines May 2003 - December 2003
NOKIA Networks February 2002 - May 2003
DigitalThink 2000 - 2001
Exertech 1996 - 1997
Skills
IT Process automation..., Integration, Agile Methodologies, Automation, Visio, SOA, Software Development, Cloud Computing, Architecture, Enterprise Software, SaaS, Java Enterprise Edition, IT Strategy, Enterprise Architecture, XML, Professional Services, Databases, Solution Architecture, JSP, Oracle, Web Services, Spring, SDLC, Software Design, Web Applications, REST, Java, Servlets, Scrum, Architectures, Distributed Systems, Software Engineering
Education
Golden Gate University 1998 — 2001
M. Sc., Software Engineering
Peter the Great St.Petersburg Polytechnic University 1987 — 1994
M.Sc., Physics, Electrical Engineering
Sherri Hall Sherri Hall's Financial Engines Experience November 2012 - August 2013
Job Attending Aventis College
Industry Medical Practice
Experience
United Healthcare Military & Veterans April 2015 - Present
Stuart Dean February 2014 - June 2014
Financial Engines November 2012 - August 2013
lia sophia Independent Advisor June 2011 - May 2013
Central Garden and Pet 1996 - August 2012
my own 2006 - 2012
Central Life Sciences 1997 - 2010
Trane Pacific December 1990 - January 1992
US Navy March 1981 - November 1990
Skills
Social Media, Social Media Marketing, Email Marketing, Website Development, Web Analytics, Web Project Management, Web Design, Facebook Marketing, HTML, CSS, jQuery, Photoshop, Dreamweaver, Illustrator, Adobe Fireworks, Self-starter, Teamwork, Content Management, Web Content Management, Online Advertising, SEO, Marketing Strategy, Brochures, Online Marketing, Advertising, Brand Management, Marketing Communications, Marketing, Direct Mail
Education
Aventis College 2014 — 2015
Administrative Medical Assistant
Phoenix College 1977 — 1981
United Healthcare Military & Veterans April 2015 - Present
Stuart Dean February 2014 - June 2014
Financial Engines November 2012 - August 2013
lia sophia Independent Advisor June 2011 - May 2013
Central Garden and Pet 1996 - August 2012
my own 2006 - 2012
Central Life Sciences 1997 - 2010
Trane Pacific December 1990 - January 1992
US Navy March 1981 - November 1990
Skills
Social Media, Social Media Marketing, Email Marketing, Website Development, Web Analytics, Web Project Management, Web Design, Facebook Marketing, HTML, CSS, jQuery, Photoshop, Dreamweaver, Illustrator, Adobe Fireworks, Self-starter, Teamwork, Content Management, Web Content Management, Online Advertising, SEO, Marketing Strategy, Brochures, Online Marketing, Advertising, Brand Management, Marketing Communications, Marketing, Direct Mail
Education
Aventis College 2014 — 2015
Administrative Medical Assistant
Phoenix College 1977 — 1981
Jeremiah Holly Sr.,'s Financial Engines Experience March 2013 - June 2015
Job Relationship Manager | Investment Advisor | Client Advocate | Retention Specialist
Industry Financial Services
Experience
Financial Engines March 2013 - June 2015
Retirement Educators, Inc October 2011 - March 2013
The Boston Company Asset Management LLC 2006 - 2009
Rockland Trust Company 2003 - 2006
MetLife 2000 - 2002
PUTNAM INVESTMENTS, Boston, MA 1996 - 2000
State Street 1991 - 1996
State Street Bank 1987 - 1991
Lexington Insurance Company 1977 - 1987
Skills
Client Retention, Building Strategic..., Cross-functional Team..., P&L Management, MS Office Suite, Strategic Communications, Contract Negotiation, Problem Solving, Presentations, RFP, Pensions, Retirement, Financial Risk, Key Account Management, Knowledge Management, Leadership, Negotiation, New Business Development, Non-profits, Strategic Planning, Series 65, Alternative Investments, CRM, Customer Retention, Financial Services, Bloomberg, FINRA, Financial Modeling, Financial Advisory, Relationship Management, Retirement Planning, 401k, Investment Advisory, Investments, Portfolio Management, Strategic Partnerships, Mutual Funds, Strategy, Microsoft Office, Series 63, Asset Management, Management
Education
Harvard University 1987 — 1990
CSS
University of Massachusetts Boston
Bachelor's Degree
Financial Engines March 2013 - June 2015
Retirement Educators, Inc October 2011 - March 2013
The Boston Company Asset Management LLC 2006 - 2009
Rockland Trust Company 2003 - 2006
MetLife 2000 - 2002
PUTNAM INVESTMENTS, Boston, MA 1996 - 2000
State Street 1991 - 1996
State Street Bank 1987 - 1991
Lexington Insurance Company 1977 - 1987
Skills
Client Retention, Building Strategic..., Cross-functional Team..., P&L Management, MS Office Suite, Strategic Communications, Contract Negotiation, Problem Solving, Presentations, RFP, Pensions, Retirement, Financial Risk, Key Account Management, Knowledge Management, Leadership, Negotiation, New Business Development, Non-profits, Strategic Planning, Series 65, Alternative Investments, CRM, Customer Retention, Financial Services, Bloomberg, FINRA, Financial Modeling, Financial Advisory, Relationship Management, Retirement Planning, 401k, Investment Advisory, Investments, Portfolio Management, Strategic Partnerships, Mutual Funds, Strategy, Microsoft Office, Series 63, Asset Management, Management
Education
Harvard University 1987 — 1990
CSS
University of Massachusetts Boston
Bachelor's Degree
Vallapuzha Sandhya Vallapuzha Sandhya's Financial Engines Experience December 2011 - Present
Job Research Associate
Industry Investment Management
Experience
Financial Engines December 2011 - Present
Georgia State University 2006 - 2011
Center for American Education, Singapore January 1999 - May 2006
Management Development Institute of Singapore May 1999 - 2005
Skills
Statistics, Research, Quantitative Analytics, SAS, Financial Modeling, Investments, Portfolio Management, Asset Allocation, Data Analysis, MATLAB, STATA, Asset Managment, Python
Education
Georgia State University - J. Mack Robinson College of Business 2006 — 2011
Ph.D, Finance
Indian Institute of Technology, Madras 1991 — 1993
Master of Science, Mathematics
University of Madras 1988 — 1991
Bachelor of Science, Mathematics
Financial Engines December 2011 - Present
Georgia State University 2006 - 2011
Center for American Education, Singapore January 1999 - May 2006
Management Development Institute of Singapore May 1999 - 2005
Skills
Statistics, Research, Quantitative Analytics, SAS, Financial Modeling, Investments, Portfolio Management, Asset Allocation, Data Analysis, MATLAB, STATA, Asset Managment, Python
Education
Georgia State University - J. Mack Robinson College of Business 2006 — 2011
Ph.D, Finance
Indian Institute of Technology, Madras 1991 — 1993
Master of Science, Mathematics
University of Madras 1988 — 1991
Bachelor of Science, Mathematics
Mark Stasch Mark Stasch's Financial Engines Experience October 1999 - Present
Job Regional Director at Financial Engines
Industry Financial Services
Experience
Financial Engines October 1999 - Present
Aon Risk Services 1994 - 1999
Travelers Insurance 1983 - 1994
Skills
401k, Retirement, Retirement Planning, Investment Advisory, Defined Contribution, Investment Advisory..., Financial Services, Financial Advisory, Retirement Plan..., Pensions, Fixed Income, Securities, Investment Strategies
Education
Northwestern University - Kellogg School of Management 1989 — 1992
Masters in Management, Finance
Michigan State University 1979 — 1983
B.A., Socioeconomic Policy Analysis
Financial Engines October 1999 - Present
Aon Risk Services 1994 - 1999
Travelers Insurance 1983 - 1994
Skills
401k, Retirement, Retirement Planning, Investment Advisory, Defined Contribution, Investment Advisory..., Financial Services, Financial Advisory, Retirement Plan..., Pensions, Fixed Income, Securities, Investment Strategies
Education
Northwestern University - Kellogg School of Management 1989 — 1992
Masters in Management, Finance
Michigan State University 1979 — 1983
B.A., Socioeconomic Policy Analysis
Kenneth Rich, MBA Kenneth Rich, MBA's Financial Engines Experience September 2013 - February 2014
Job Licensed Financial Specialist at Wachovia
Industry Financial Services
Experience
Financial Engines September 2013 - February 2014
Synovus August 2012 - January 2013
Wachovia April 2008 - May 2010
Assurant September 2007 - April 2008
Prudential Financial August 1999 - October 2006
Skills
Sales, Management, Insurance, Start-ups, Finance, Analysis, Training, Leadership, Process Improvement, Strategic Planning, Program Management
Education
Phoenix School of Law 2013 — 2017
Doctor of Law (J.D.), Litigations
Mercer University - Stetson School of Business and Economics 2006 — 2007
M.B.A., Economics
Mississippi Valley State University 1988 — 1992
B.A., Political Science
Financial Engines September 2013 - February 2014
Synovus August 2012 - January 2013
Wachovia April 2008 - May 2010
Assurant September 2007 - April 2008
Prudential Financial August 1999 - October 2006
Skills
Sales, Management, Insurance, Start-ups, Finance, Analysis, Training, Leadership, Process Improvement, Strategic Planning, Program Management
Education
Phoenix School of Law 2013 — 2017
Doctor of Law (J.D.), Litigations
Mercer University - Stetson School of Business and Economics 2006 — 2007
M.B.A., Economics
Mississippi Valley State University 1988 — 1992
B.A., Political Science
Stephanie Guelette Stephanie Guelette's Financial Engines Experience October 2012 - Present
Job Service Delivery Specialist at Financial Engines
Industry Printing
Experience
Financial Engines October 2012 - Present
John C. Otto Company, Inc. June 2012 - September 2012
Ferris State Torch September 2008 - June 2012
Edwards Brothers Malloy June 2010 - August 2010
OfficeMax June 2006 - March 2008
Skills
Pre-press, Layout, Variable Data Printing, Mac, Microsoft Office, Digital Printing, Adobe Creative Suite, Adobe Acrobat, Graphic Design, Color Management, HTML, HTML Emails, JavaScript, jQuery, Team Leadership, Problem Solving, Fusion Pro, QuarkXPress, Presentations, Color Correction, Color Theory, Digital Image Processing, Critical Thinking, XMPie, Preps, Leadership Development, Networking, Enfocus Pitstop, Imposition, CSS
Education
Free Code Camp 2015 — 2016
Certificate in Full Stack Web Development, Computer Software Engineering
Ferris State University 2006 — 2012
Bachelor of Science (B.S.), New Media Printing and Publishing, 3.64
Ferris State University 2006 — 2012
Bachelor of Science (B.S.), Printing Management
Financial Engines October 2012 - Present
John C. Otto Company, Inc. June 2012 - September 2012
Ferris State Torch September 2008 - June 2012
Edwards Brothers Malloy June 2010 - August 2010
OfficeMax June 2006 - March 2008
Skills
Pre-press, Layout, Variable Data Printing, Mac, Microsoft Office, Digital Printing, Adobe Creative Suite, Adobe Acrobat, Graphic Design, Color Management, HTML, HTML Emails, JavaScript, jQuery, Team Leadership, Problem Solving, Fusion Pro, QuarkXPress, Presentations, Color Correction, Color Theory, Digital Image Processing, Critical Thinking, XMPie, Preps, Leadership Development, Networking, Enfocus Pitstop, Imposition, CSS
Education
Free Code Camp 2015 — 2016
Certificate in Full Stack Web Development, Computer Software Engineering
Ferris State University 2006 — 2012
Bachelor of Science (B.S.), New Media Printing and Publishing, 3.64
Ferris State University 2006 — 2012
Bachelor of Science (B.S.), Printing Management
Nick Panitsas Nick Panitsas's Financial Engines Experience 2013 - 2014
Job Portfolio Manager at Geode Capital Management
Industry Investment Management
Experience
Geode Capital Management 2014 - Present
Financial Engines 2013 - 2014
Financial Engines 2012 - 2013
Fidelity Investments (Strategic Advisers, Inc.) 2009 - 2012
Fidelity Investments (Strategic Advisers, Inc.) 2009 - 2009
Fidelity Investments (Strategic Advisers, Inc.) 2007 - 2009
Fidelity Investments (Fidelity Personal Investments) 2005 - 2007
IFC, World Bank Group 2004 - 2004
Parametric Technology Corporation (PTC) 2001 - 2003
Various 1999 - 2001
Education
MIT Sloan School of Management
MBA
The Johns Hopkins University
BS, Mechanical Engineering
Geode Capital Management 2014 - Present
Financial Engines 2013 - 2014
Financial Engines 2012 - 2013
Fidelity Investments (Strategic Advisers, Inc.) 2009 - 2012
Fidelity Investments (Strategic Advisers, Inc.) 2009 - 2009
Fidelity Investments (Strategic Advisers, Inc.) 2007 - 2009
Fidelity Investments (Fidelity Personal Investments) 2005 - 2007
IFC, World Bank Group 2004 - 2004
Parametric Technology Corporation (PTC) 2001 - 2003
Various 1999 - 2001
Education
MIT Sloan School of Management
MBA
The Johns Hopkins University
BS, Mechanical Engineering
Lori E. Smith Lori E. Smith's Financial Engines Experience June 2015 - Present
Job Sr. Manager, Communications Management
Industry Financial Services
Experience
Financial Engines June 2015 - Present
Putnam Investments and Empower Retirement November 2013 - June 2015
Bank of America June 2009 - October 2013
Bank of America September 2005 - June 2009
Putnam Investments and Mercer HR Services November 1995 - September 2005
Massachusetts Turnpike Authority December 1991 - November 1995
Skills
Financial Services, Relationship Management, Program Management, Product Marketing, Marketing Campaign..., Marketing Strategy, Agency Relationship..., Participant..., Retirement Plan..., Marketing, Retirement Planning, Customer Retention, Management, Business Development, Leadership, Marketing Communications, CRM, Risk Management
Education
Emerson College 1991 — 1992
MA, Public Relations and Business Communications
Syracuse University 1987 — 1991
BA - Dual Major, Broadcast Journalism and Political Science
Financial Engines June 2015 - Present
Putnam Investments and Empower Retirement November 2013 - June 2015
Bank of America June 2009 - October 2013
Bank of America September 2005 - June 2009
Putnam Investments and Mercer HR Services November 1995 - September 2005
Massachusetts Turnpike Authority December 1991 - November 1995
Skills
Financial Services, Relationship Management, Program Management, Product Marketing, Marketing Campaign..., Marketing Strategy, Agency Relationship..., Participant..., Retirement Plan..., Marketing, Retirement Planning, Customer Retention, Management, Business Development, Leadership, Marketing Communications, CRM, Risk Management
Education
Emerson College 1991 — 1992
MA, Public Relations and Business Communications
Syracuse University 1987 — 1991
BA - Dual Major, Broadcast Journalism and Political Science
Abby Schultz Abby Schultz's Financial Engines Experience February 2015 - Present
Job Manager, Service Delivery Administration at Financial Engines
Industry Financial Services
Experience
Financial Engines February 2015 - Present
Arizona Public Service (APS) July 2011 - February 2015
ComEd November 2007 - August 2011
Exelon Energy Delivery September 2002 - November 2007
PwC October 2001 - November 2002
Concentra Preferred Systems January 2000 - January 2001
Commonwealth Edison Company January 1990 - January 1995
Skills
Marketing, Internal Communications, Project Management, Program Management, Strategic Planning, Corporate Communications, Process Improvement, Budgets, Strategic Communications, Marketing Communications, Vendor Management, Non-profits, Fundraising, Management, Leadership, Cross-functional Team..., Smart Grid, Energy, Project Planning, Strategy, Training, Analysis, Nonprofits
Education
Northern Illinois University 1996 — 2000
B.A, Communication
Motorola University 2009 — 2009
N/A, Six Sigma Green Belt Training
Financial Engines February 2015 - Present
Arizona Public Service (APS) July 2011 - February 2015
ComEd November 2007 - August 2011
Exelon Energy Delivery September 2002 - November 2007
PwC October 2001 - November 2002
Concentra Preferred Systems January 2000 - January 2001
Commonwealth Edison Company January 1990 - January 1995
Skills
Marketing, Internal Communications, Project Management, Program Management, Strategic Planning, Corporate Communications, Process Improvement, Budgets, Strategic Communications, Marketing Communications, Vendor Management, Non-profits, Fundraising, Management, Leadership, Cross-functional Team..., Smart Grid, Energy, Project Planning, Strategy, Training, Analysis, Nonprofits
Education
Northern Illinois University 1996 — 2000
B.A, Communication
Motorola University 2009 — 2009
N/A, Six Sigma Green Belt Training
Heather Hoffman-Galuteria's Financial Engines Experience September 2003 - September 2004
Job Sr. HR Mgr. at GAPTech at GAP Inc.
Industry Retail
Experience
Gap Inc. June 2015 - Present
Gap Inc./GapTech August 2014 - June 2015
Twitter May 2013 - August 2014
Electronic Arts October 2012 - May 2013
Electronic Arts May 2010 - May 2013
Electronic Arts May 2009 - May 2010
Electronic Arts May 2007 - May 2009
Electronic Arts September 2004 - May 2007
Financial Engines September 2003 - September 2004
Skills
Personnel Management, Employee Relations, Performance Management, Workforce Planning, Talent Management, Onboarding, Applicant Tracking..., Program Management, Talent Acquisition, Recruiting, Organizational..., Employer Branding, HR Consulting, Human Resources, Deferred Compensation, HRIS, Exit Process, Exceptional People..., New Hire Orientations
Education
Menlo College 1998 — 2002
Bachelor of Science, Business Management
Battle Ground High School 1994 — 1998
Gap Inc. June 2015 - Present
Gap Inc./GapTech August 2014 - June 2015
Twitter May 2013 - August 2014
Electronic Arts October 2012 - May 2013
Electronic Arts May 2010 - May 2013
Electronic Arts May 2009 - May 2010
Electronic Arts May 2007 - May 2009
Electronic Arts September 2004 - May 2007
Financial Engines September 2003 - September 2004
Skills
Personnel Management, Employee Relations, Performance Management, Workforce Planning, Talent Management, Onboarding, Applicant Tracking..., Program Management, Talent Acquisition, Recruiting, Organizational..., Employer Branding, HR Consulting, Human Resources, Deferred Compensation, HRIS, Exit Process, Exceptional People..., New Hire Orientations
Education
Menlo College 1998 — 2002
Bachelor of Science, Business Management
Battle Ground High School 1994 — 1998
Rama Rajita Pentapati Rama Rajita Pentapati's Financial Engines Experience June 2012 - Present
Job Senior SQA Engineer, Data Integration team at Financial Engines
Industry Computer Software
Experience
Financial Engines June 2012 - Present
Nor1 November 2010 - June 2012
eBay July 2008 - November 2010
Accenture June 2008 - October 2010
Skills
XML
Education
San Jose State University 2005 — 2006
Masters of Science, Computer Engineering (Networking Specialization)
Jawaharlal Nehru Technological University 1999 — 2003
Bachelors of Technology, Electronics and Communications Engineering
Financial Engines June 2012 - Present
Nor1 November 2010 - June 2012
eBay July 2008 - November 2010
Accenture June 2008 - October 2010
Skills
XML
Education
San Jose State University 2005 — 2006
Masters of Science, Computer Engineering (Networking Specialization)
Jawaharlal Nehru Technological University 1999 — 2003
Bachelors of Technology, Electronics and Communications Engineering
Shalu Saxena Shalu Saxena's Financial Engines Experience May 2012 - October 2012
Job .
Industry Information Technology and Services
Experience
Apple 2014 - Present
Amazon Lab126 2013 - July 2014
Financial Engines May 2012 - October 2012
Frost & Sullivan February 2011 - April 2011
Thomson Reuters April 2004 - June 2009
IBM May 2003 - April 2004
Skills
German, Translation, Business Analysis, Data Analysis, Process Improvement, Proofreading, Content Management, CRM, Analytics
Education
Jawaharlal Nehru University 1998 — 2003
MA, Translation and Interpretation
Jawaharlal Nehru University (JNU) 1998 — 2003
School of Language; Masters of Arts, Lingusitics; Literature and Cultural Studies; Translation and Interpretation
Jawaharlal Nehru University (JNU) 1998 — 2003
BA, German Studies
Otto-von Guericke University 2001 — 2001
Diploma; School of Language; Bachelor of Arts, Landeskunde; Cultural Studies; Literature and Cultural Studies; German
School Of Languages 1998 — 2001
BA, German
Apple 2014 - Present
Amazon Lab126 2013 - July 2014
Financial Engines May 2012 - October 2012
Frost & Sullivan February 2011 - April 2011
Thomson Reuters April 2004 - June 2009
IBM May 2003 - April 2004
Skills
German, Translation, Business Analysis, Data Analysis, Process Improvement, Proofreading, Content Management, CRM, Analytics
Education
Jawaharlal Nehru University 1998 — 2003
MA, Translation and Interpretation
Jawaharlal Nehru University (JNU) 1998 — 2003
School of Language; Masters of Arts, Lingusitics; Literature and Cultural Studies; Translation and Interpretation
Jawaharlal Nehru University (JNU) 1998 — 2003
BA, German Studies
Otto-von Guericke University 2001 — 2001
Diploma; School of Language; Bachelor of Arts, Landeskunde; Cultural Studies; Literature and Cultural Studies; German
School Of Languages 1998 — 2001
BA, German
Nishit Shah Nishit Shah's Financial Engines Experience September 2014 - Present
Job Software Developer at Financial Engines
Industry Computer Software
Experience
Financial Engines September 2014 - Present
Fidelity Investments September 2012 - September 2014
Fidelity Investments April 2011 - September 2012
NCSU College of Humanities & Social Sciences April 2010 - March 2011
RTI International June 2010 - August 2010
Skills
C, C++, Java, ASP.NET, VB.NET, XML, HTML, Ruby on Rails, Visual Basic, Visual Studio, NetBeans, Eclipse, ClearCase, SQL, MySQL, Selenium, Dreamweaver, Web Applications, JSP, Core Java, Spring, Java Enterprise Edition, Tomcat, Web Services, Servlets, JUnit, Design Patterns, SOAP, OOP, JSON, Data Structures, Object Oriented Design, Subversion, Software Engineering, UML, Ant, Algorithms, J2EE Application..., Software Design
Education
North Carolina State University 2009 — 2010
Master of Science, Computer Science
K. J. Somaiya College of Engineering, University of Mumbai 2005 — 2009
Bachelor, Computer Engineering
Financial Engines September 2014 - Present
Fidelity Investments September 2012 - September 2014
Fidelity Investments April 2011 - September 2012
NCSU College of Humanities & Social Sciences April 2010 - March 2011
RTI International June 2010 - August 2010
Skills
C, C++, Java, ASP.NET, VB.NET, XML, HTML, Ruby on Rails, Visual Basic, Visual Studio, NetBeans, Eclipse, ClearCase, SQL, MySQL, Selenium, Dreamweaver, Web Applications, JSP, Core Java, Spring, Java Enterprise Edition, Tomcat, Web Services, Servlets, JUnit, Design Patterns, SOAP, OOP, JSON, Data Structures, Object Oriented Design, Subversion, Software Engineering, UML, Ant, Algorithms, J2EE Application..., Software Design
Education
North Carolina State University 2009 — 2010
Master of Science, Computer Science
K. J. Somaiya College of Engineering, University of Mumbai 2005 — 2009
Bachelor, Computer Engineering
Dimas Lizardo's Financial Engines Experience September 2013 - Present
Job Managing Member at Panther Property Managment LLC
Industry Financial Services
Experience
Financial Engines September 2013 - Present
Panther Property Managment LLC January 2013 - Present
LI-BRA Realty Group Inc. August 2006 - Present
Merrill Lynch July 2011 - September 2013
Brookstone Securities, Inc. December 2010 - July 2011
Florio Perrucci Steinhardt & Fader, LLC 2010 - 2011
Manhattan Apartments 2006 - 2011
Houlihan Parnes Realtors, LLC 2003 - 2005
Morgan Stanley 1996 - 1997
Skills
Series 7, Finance, Mergers & Acquisitions, Financial Services, Series 63, Financial Advisory, Risk Management, Uniform Combined State..., Marketing, Sales, Commercial Real Estate, Leases, Investments, Commercial Litigation, Property, Microsoft Excel, Brokerage, Mergers, Customer Service, Real Estate Economics, Asset Management, Due Diligence, Selling, Securities, Negotiation, Mortgage Lending, Strategic Planning, Real Estate, Investment Properties
Education
Phoenix College 2010 — 2015
Associate, Business Administration
Financial Engines September 2013 - Present
Panther Property Managment LLC January 2013 - Present
LI-BRA Realty Group Inc. August 2006 - Present
Merrill Lynch July 2011 - September 2013
Brookstone Securities, Inc. December 2010 - July 2011
Florio Perrucci Steinhardt & Fader, LLC 2010 - 2011
Manhattan Apartments 2006 - 2011
Houlihan Parnes Realtors, LLC 2003 - 2005
Morgan Stanley 1996 - 1997
Skills
Series 7, Finance, Mergers & Acquisitions, Financial Services, Series 63, Financial Advisory, Risk Management, Uniform Combined State..., Marketing, Sales, Commercial Real Estate, Leases, Investments, Commercial Litigation, Property, Microsoft Excel, Brokerage, Mergers, Customer Service, Real Estate Economics, Asset Management, Due Diligence, Selling, Securities, Negotiation, Mortgage Lending, Strategic Planning, Real Estate, Investment Properties
Education
Phoenix College 2010 — 2015
Associate, Business Administration
Smita More Smita More's Financial Engines Experience December 2014 - Present
Job Software Engineer at Financial Engines
Industry Computer Software
Experience
Financial Engines December 2014 - Present
Rogue April 2012 - November 2014
WorkforceLogic February 2012 - April 2012
KASA Capital, LLC May 2011 - September 2011
Knowledgecity January 2011 - May 2011
Blue Tech, Inc. September 2010 - January 2011
Skills
Java, Python, PHP, JavaScript, XML, Android Development, iOS Development, HTML5, CSS, jQuery, jQuery Mobile, Node.js, YUI, C, SQL
Education
San Diego State University-California State University 2009 — 2013
Master's in Science, Computer Science, 3.55
Pune Institute of Computer Technology 2005 — 2009
Bachelor's in Engineering, Information Technology, 3.5
Financial Engines December 2014 - Present
Rogue April 2012 - November 2014
WorkforceLogic February 2012 - April 2012
KASA Capital, LLC May 2011 - September 2011
Knowledgecity January 2011 - May 2011
Blue Tech, Inc. September 2010 - January 2011
Skills
Java, Python, PHP, JavaScript, XML, Android Development, iOS Development, HTML5, CSS, jQuery, jQuery Mobile, Node.js, YUI, C, SQL
Education
San Diego State University-California State University 2009 — 2013
Master's in Science, Computer Science, 3.55
Pune Institute of Computer Technology 2005 — 2009
Bachelor's in Engineering, Information Technology, 3.5
Bhavani Yanamadala Bhavani Yanamadala's Financial Engines Experience April 2013 - Present
Job Financial Engineer at Financial Engines
Industry Information Technology and Services
Experience
Financial Engines April 2013 - Present
Financial Engines August 2011 - March 2013
Manhattan Associates January 2010 - July 2011
Manhattan Associates August 2007 - January 2010
Skills
Hibernate, Spring, C++, Java Enterprise Edition, Java, Unix, Agile Methodologies, SQL, Ant, Oracle, XML, Web Services, Matlab, DB2, Algorithms, Microsoft SQL Server, Linux
Education
Rensselaer Polytechnic Institute 2005 — 2007
M.S., Electrical Engineering
Indian Institute of Technology, Roorkee 2001 — 2005
B. Tech, Electrical Engineering
Kendriya Vidyalaya 1989 — 1999
Financial Engines April 2013 - Present
Financial Engines August 2011 - March 2013
Manhattan Associates January 2010 - July 2011
Manhattan Associates August 2007 - January 2010
Skills
Hibernate, Spring, C++, Java Enterprise Edition, Java, Unix, Agile Methodologies, SQL, Ant, Oracle, XML, Web Services, Matlab, DB2, Algorithms, Microsoft SQL Server, Linux
Education
Rensselaer Polytechnic Institute 2005 — 2007
M.S., Electrical Engineering
Indian Institute of Technology, Roorkee 2001 — 2005
B. Tech, Electrical Engineering
Kendriya Vidyalaya 1989 — 1999
Jen Burke Jen Burke's Financial Engines Experience December 2014 - Present
Job eCommunication Delivery Specialist at Financial Engines
Industry Investment Management
Experience
Financial Engines December 2014 - Present
Prisma August 2012 - December 2014
Jen Burke Design & Photography December 2005 - November 2012
CVS Caremark Corporation September 2007 - December 2010
Wells Fargo April 1993 - December 2000
Skills
Graphic Design, Web Design, Email Marketing, eCommunications, Logo Design, Variable Data Printing, Photography, Adobe Creative Suite, Photoshop, Illustrator, InDesign, Email, HTML Emails, Email Marketing Software, Dreamweaver, Mac, Adobe Acrobat, QuarkXPress, Microsoft Office, Microsoft Excel, Microsoft Word, Fusion Pro, Ad-hoc, Advertising, Brochures, HTML, Illustration
Education
Mesa Community College 2003 — 2006
Associate of Arts and Sciences (AAS), Graphic Design, 3.5
Financial Engines December 2014 - Present
Prisma August 2012 - December 2014
Jen Burke Design & Photography December 2005 - November 2012
CVS Caremark Corporation September 2007 - December 2010
Wells Fargo April 1993 - December 2000
Skills
Graphic Design, Web Design, Email Marketing, eCommunications, Logo Design, Variable Data Printing, Photography, Adobe Creative Suite, Photoshop, Illustrator, InDesign, Email, HTML Emails, Email Marketing Software, Dreamweaver, Mac, Adobe Acrobat, QuarkXPress, Microsoft Office, Microsoft Excel, Microsoft Word, Fusion Pro, Ad-hoc, Advertising, Brochures, HTML, Illustration
Education
Mesa Community College 2003 — 2006
Associate of Arts and Sciences (AAS), Graphic Design, 3.5
J.R. Hayes J.R. Hayes's Financial Engines Experience July 2012 - Present
Job Service Delivery Specialist at Financial Engines
Industry Management Consulting
Experience
Financial Engines July 2012 - Present
JPMorgan Chase July 2011 - July 2012
Updike Distribution Logistics LLC November 2010 - January 2011
Vangent, Inc - Contractor November 2009 - October 2010
APEX Systems Inc - Contractor June 2009 - September 2009
West Corporation December 2008 - June 2009
DHL EXPRESS (USA) December 2006 - December 2008
Charles Schwab August 2006 - December 2006
Bank of America February 2006 - June 2006
Bank of America September 2004 - January 2006
Skills
Process Improvement, Visio, Leadership, SharePoint, Management, Business Process, Project Management, SDLC, Integration, Cross-functional Team..., Vendor Management, Customer Service, Team Leadership, Microsoft Excel, Access, IT Service Management, Analysis, Team Building, Operations Management, ITIL, PeopleSoft, Performance Management, Databases, PowerPoint, Microsoft Office, Problem Management, Requirements Analysis, Call Centers, Change Management, Six Sigma, Problem Management,..., IT Management, Requirements Gathering, Program Management, Project Management, Six..., HP Service Desk,..., Excel, Troubleshooting, Business Analysis, PMP, Call Center, MS Project, IT Operations, Siebel, Service Desk, Minitab, Data Analysis, Incident Management, BMC Remedy, Microsoft SQL Server
Education
Marshall University 1994 — 1999
Bachelors, Organizational Communications
Sistersville High School 1987 — 1991
High School Diploma, College Prep
Financial Engines July 2012 - Present
JPMorgan Chase July 2011 - July 2012
Updike Distribution Logistics LLC November 2010 - January 2011
Vangent, Inc - Contractor November 2009 - October 2010
APEX Systems Inc - Contractor June 2009 - September 2009
West Corporation December 2008 - June 2009
DHL EXPRESS (USA) December 2006 - December 2008
Charles Schwab August 2006 - December 2006
Bank of America February 2006 - June 2006
Bank of America September 2004 - January 2006
Skills
Process Improvement, Visio, Leadership, SharePoint, Management, Business Process, Project Management, SDLC, Integration, Cross-functional Team..., Vendor Management, Customer Service, Team Leadership, Microsoft Excel, Access, IT Service Management, Analysis, Team Building, Operations Management, ITIL, PeopleSoft, Performance Management, Databases, PowerPoint, Microsoft Office, Problem Management, Requirements Analysis, Call Centers, Change Management, Six Sigma, Problem Management,..., IT Management, Requirements Gathering, Program Management, Project Management, Six..., HP Service Desk,..., Excel, Troubleshooting, Business Analysis, PMP, Call Center, MS Project, IT Operations, Siebel, Service Desk, Minitab, Data Analysis, Incident Management, BMC Remedy, Microsoft SQL Server
Education
Marshall University 1994 — 1999
Bachelors, Organizational Communications
Sistersville High School 1987 — 1991
High School Diploma, College Prep
Brenna Smith's Financial Engines Experience September 2011 - January 2013
Job Implementation Specialist at HubSpot
Industry Computer Software
Experience
HubSpot August 2014 - Present
HubSpot March 2013 - August 2014
Financial Engines September 2011 - January 2013
LSI Consulting June 2008 - August 2011
Skills
JavaScript, SaaS, Linux, Python, PHP, Cloud Computing, Apache, MySQL, Perl, Java, Git, Web Applications
Education
Emmanuel College 2007 — 2011
Bachelor's degree, International Relations and Affairs
HubSpot August 2014 - Present
HubSpot March 2013 - August 2014
Financial Engines September 2011 - January 2013
LSI Consulting June 2008 - August 2011
Skills
JavaScript, SaaS, Linux, Python, PHP, Cloud Computing, Apache, MySQL, Perl, Java, Git, Web Applications
Education
Emmanuel College 2007 — 2011
Bachelor's degree, International Relations and Affairs
Prince Malik Prince Malik's Financial Engines Experience June 2014 - September 2014
Job Open for New Opportunities
Industry Computer Software
Experience
Alcatel-Lucent June 2015 - Present
Pluto7 March 2015 - June 2015
Pluto7 September 2014 - April 2015
Pluto7 September 2014 - March 2015
Pluto7 September 2014 - February 2015
First Tech Federal Credit Union November 2014 - December 2014
Pluto7 September 2014 - December 2014
Pluto7 September 2014 - December 2014
Financial Engines June 2014 - September 2014
Skills
Hadoop, Big Data, Java, C++, Python, Hive, Internet of Things, R, Amazon Web Services..., Amazon EC2, Apache Pig, Oozie, Sqoop, Information Retrieval, Tableau, Data Mining, Amazon S3, Software Development, Alteryx, C, Predictive Analytics, JavaScript, CSS, HTML, Networking, Operating Systems, Data Structures, Web Development, SQL, Software Engineering, MySQL, Eclipse, Mobile Applications, Linux, Testing, Computer Science, Core Java, Object Oriented Design, Discrete Mathematics, Computer Network, XHTML, Shell Scripting
Education
Santa Clara University 2012 — 2014
Master of Science (MS), Computer Science, A
Maharshi Dayanand University 2008 — 2012
Bachelor of Technology (B.Tech.), Computer Science
Alcatel-Lucent June 2015 - Present
Pluto7 March 2015 - June 2015
Pluto7 September 2014 - April 2015
Pluto7 September 2014 - March 2015
Pluto7 September 2014 - February 2015
First Tech Federal Credit Union November 2014 - December 2014
Pluto7 September 2014 - December 2014
Pluto7 September 2014 - December 2014
Financial Engines June 2014 - September 2014
Skills
Hadoop, Big Data, Java, C++, Python, Hive, Internet of Things, R, Amazon Web Services..., Amazon EC2, Apache Pig, Oozie, Sqoop, Information Retrieval, Tableau, Data Mining, Amazon S3, Software Development, Alteryx, C, Predictive Analytics, JavaScript, CSS, HTML, Networking, Operating Systems, Data Structures, Web Development, SQL, Software Engineering, MySQL, Eclipse, Mobile Applications, Linux, Testing, Computer Science, Core Java, Object Oriented Design, Discrete Mathematics, Computer Network, XHTML, Shell Scripting
Education
Santa Clara University 2012 — 2014
Master of Science (MS), Computer Science, A
Maharshi Dayanand University 2008 — 2012
Bachelor of Technology (B.Tech.), Computer Science
Sahil Gupta Sahil Gupta's Financial Engines Experience October 2013 - December 2013
Job Software Engineer at ServiceNow
Industry Computer Software
Experience
ServiceNow - The Enterprise IT Cloud Company June 2014 - Present
ServiceNow - The Enterprise IT Cloud Company February 2014 - June 2014
Financial Engines October 2013 - December 2013
Visa June 2013 - August 2013
Infosys February 2010 - July 2012
Tata Teleservices Ltd May 2007 - July 2007
Skills
Java, C, COBOL, CICS, JCL, DB2, VSAM, Unix, JSP, JavaServlets, JavaScript, Python, Data Structures, JBoss Application Server, Java Enterprise Edition, PL/SQL, Agile Methodologies, JUnit, Test Automation, Testing, Eclipse, JMeter, Core Java, Regression Testing, MySQL, Databases, Scrum, Tomcat, SQL, Selenium, CSS, Software Engineering, Servlets
Education
San Jose State University 2012 — 2014
Master's degree, Computer Software Engineering
Kurukshetra University 2005 — 2009
B.tech, Electronics and Communication
ServiceNow - The Enterprise IT Cloud Company June 2014 - Present
ServiceNow - The Enterprise IT Cloud Company February 2014 - June 2014
Financial Engines October 2013 - December 2013
Visa June 2013 - August 2013
Infosys February 2010 - July 2012
Tata Teleservices Ltd May 2007 - July 2007
Skills
Java, C, COBOL, CICS, JCL, DB2, VSAM, Unix, JSP, JavaServlets, JavaScript, Python, Data Structures, JBoss Application Server, Java Enterprise Edition, PL/SQL, Agile Methodologies, JUnit, Test Automation, Testing, Eclipse, JMeter, Core Java, Regression Testing, MySQL, Databases, Scrum, Tomcat, SQL, Selenium, CSS, Software Engineering, Servlets
Education
San Jose State University 2012 — 2014
Master's degree, Computer Software Engineering
Kurukshetra University 2005 — 2009
B.tech, Electronics and Communication
Emily Lopez, CAPM's Financial Engines Experience February 2015 - June 2015
Job Human Resources Professional at Aerohive Networks
Industry Human Resources
Experience
Aerohive Networks July 2015 - Present
Financial Engines February 2015 - June 2015
Financial Engines March 2014 - February 2015
Financial Engines August 2013 - March 2014
Starbucks August 2012 - February 2014
Skills
Data Entry, Merchandising, Time Management, Retail, Hiring, Employee Training, Customer Service, Customer Satisfaction, Interviews, Outlook, Onboarding, Organizational..., Talent Acquisition, Employee Relations, Human Resources, Performance Management
Education
San Jose State University 2011 — 2013
Master of Science (M.S.), Industrial/Organizational Psychology
Humboldt State University 2008 — 2011
Bachelor of Arts (B.A.), Psychology
Aerohive Networks July 2015 - Present
Financial Engines February 2015 - June 2015
Financial Engines March 2014 - February 2015
Financial Engines August 2013 - March 2014
Starbucks August 2012 - February 2014
Skills
Data Entry, Merchandising, Time Management, Retail, Hiring, Employee Training, Customer Service, Customer Satisfaction, Interviews, Outlook, Onboarding, Organizational..., Talent Acquisition, Employee Relations, Human Resources, Performance Management
Education
San Jose State University 2011 — 2013
Master of Science (M.S.), Industrial/Organizational Psychology
Humboldt State University 2008 — 2011
Bachelor of Arts (B.A.), Psychology
Juanyi Feng Juanyi Feng's Financial Engines Experience December 2014 - Present
Job Senior Software Engineer at Financial Engines
Industry Computer Software
Experience
Financial Engines December 2014 - Present
LOYAL3 July 2012 - December 2014
Hantele Telecom Sci &Tech Co. Ltd, Guangzhou, China August 2009 - March 2010
Skills
Scala, Java, AngularJS, Git, MongoDB, JavaScript, Agile Methodologies, REST, AJAX, Hibernate, Redis, Ruby, Lift Framework, JIRA, Eclipse, Ruby on Rails, Perl, Subversion, MySQL, APIs, XML, SQL, HTML, Web Applications, Scrum, CSS, Linux, Software Deployment, Test Driven Development, TeamCity, Hadoop, Spring, Spring Framework, Jetty, Databases, jQuery, JProfiler, Cloud Computing, E-commerce, Web Services, Scalability, JDBC, Amazon EC2, My
Education
USC 2010 — 2012
Master of Science (M.S.), Eletrical Engineering
Harbin Engineering University 2006 — 2010
Bachelor of Engineering (B.Eng.), Telecommunications Engineering
Financial Engines December 2014 - Present
LOYAL3 July 2012 - December 2014
Hantele Telecom Sci &Tech Co. Ltd, Guangzhou, China August 2009 - March 2010
Skills
Scala, Java, AngularJS, Git, MongoDB, JavaScript, Agile Methodologies, REST, AJAX, Hibernate, Redis, Ruby, Lift Framework, JIRA, Eclipse, Ruby on Rails, Perl, Subversion, MySQL, APIs, XML, SQL, HTML, Web Applications, Scrum, CSS, Linux, Software Deployment, Test Driven Development, TeamCity, Hadoop, Spring, Spring Framework, Jetty, Databases, jQuery, JProfiler, Cloud Computing, E-commerce, Web Services, Scalability, JDBC, Amazon EC2, My
Education
USC 2010 — 2012
Master of Science (M.S.), Eletrical Engineering
Harbin Engineering University 2006 — 2010
Bachelor of Engineering (B.Eng.), Telecommunications Engineering
Matt Hageman Matt Hageman's Financial Engines Experience April 2015 - Present
Job Investment Advisor Trainee at Financial Engines
Industry Financial Services
Experience
Financial Engines April 2015 - Present
Vanguard September 2013 - April 2015
Illinois State University August 2009 - May 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Finance, Microsoft Word, Customer Service, Series 6, Teamwork
Education
Illinois State University 2009 — 2013
Bachelor of Science (BS), Finance, General
Financial Engines April 2015 - Present
Vanguard September 2013 - April 2015
Illinois State University August 2009 - May 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Finance, Microsoft Word, Customer Service, Series 6, Teamwork
Education
Illinois State University 2009 — 2013
Bachelor of Science (BS), Finance, General
Stephanie Yingling Stephanie Yingling's Financial Engines Experience September 2014 - February 2015
Job Senior Marketing Manager
Industry Financial Services
Experience
Auction.com February 2015 - Present
Financial Engines September 2014 - February 2015
Financial Engines March 2013 - September 2014
Financial Engines January 2011 - March 2013
Financial Engines June 2009 - January 2011
Charles Schwab March 2008 - June 2009
J&L Marketing, Inc. March 2007 - March 2008
Skills
Marketing, Online Advertising, Program Management, Sales, Research, Customer Acquisition, Customer Experience, Communication Training, Direct Marketing, Customer Retention, Product Management, Email Marketing, Product Marketing, Marketing Communications, Web Analytics, Marketing Strategy, Market Research, Strategic Planning, Advertising, Media Relations, Integrated Marketing, Financial Services, Multi-channel Marketing, Project Management, Investments, Online Marketing
Education
Grand Canyon University 2005 — 2007
Bachelor of Science (B.S.), Marketing
Auction.com February 2015 - Present
Financial Engines September 2014 - February 2015
Financial Engines March 2013 - September 2014
Financial Engines January 2011 - March 2013
Financial Engines June 2009 - January 2011
Charles Schwab March 2008 - June 2009
J&L Marketing, Inc. March 2007 - March 2008
Skills
Marketing, Online Advertising, Program Management, Sales, Research, Customer Acquisition, Customer Experience, Communication Training, Direct Marketing, Customer Retention, Product Management, Email Marketing, Product Marketing, Marketing Communications, Web Analytics, Marketing Strategy, Market Research, Strategic Planning, Advertising, Media Relations, Integrated Marketing, Financial Services, Multi-channel Marketing, Project Management, Investments, Online Marketing
Education
Grand Canyon University 2005 — 2007
Bachelor of Science (B.S.), Marketing
Tucker Donahoe Tucker Donahoe's Financial Engines Experience June 2010 - August 2010
Job Investment Product Analyst, Global Asset Allocation
Industry Financial Services
Experience
Putnam Investments September 2013 - May 2015
Peaux Rouges September 2012 - April 2013
UBS July 2012 - September 2012
UBS July 2012 - September 2012
Middlebury College September 2008 - May 2012
Financial Engines June 2010 - August 2010
St. Sebastian's September 2002 - May 2008
Skills
Economics, Research, Data Analysis, Public Speaking, Series 7, Series 63, Series 65, Networking, Leadership, PowerPoint, Microsoft Excel, Microsoft Office
Education
Middlebury College 2008 — 2012
B.A., Economics
St. Sebastian's 2002 — 2008
Putnam Investments September 2013 - May 2015
Peaux Rouges September 2012 - April 2013
UBS July 2012 - September 2012
UBS July 2012 - September 2012
Middlebury College September 2008 - May 2012
Financial Engines June 2010 - August 2010
St. Sebastian's September 2002 - May 2008
Skills
Economics, Research, Data Analysis, Public Speaking, Series 7, Series 63, Series 65, Networking, Leadership, PowerPoint, Microsoft Excel, Microsoft Office
Education
Middlebury College 2008 — 2012
B.A., Economics
St. Sebastian's 2002 — 2008
Luciana Barbosa Wildt's Financial Engines Experience February 2011 - Present
Job Print Production Artist/Graphic Designer, Social Media ConsultantKlout 63, Entertainment Blogger, Entrepreneur,Cat Mom
Industry Graphic Design
Experience
Girls In Tech San Francisco October 2014 - Present
Music, Fun & Food April 2013 - Present
Financial Engines February 2011 - Present
Self Employed 2010 - Present
Wildt Design 2005 - Present
SolutionSet April 2008 - October 2010
Charles Schwab December 2007 - March 2008
BrasilBest Magazine 2004 - 2007
BZWEB Technologies 2006 - 2006
Southern Marin Mothers Club 2001 - 2002
Skills
Adobe Creative Suite, Mac, Graphic Design, InDesign, Brochures, Advertising, Layout, Direct Mail, Graphics, Illustrator, Adobe Acrobat, Photoshop, Catalogs, Newsletters, Social Media Marketing, Social Media, Typography, Logo Design, Corporate Identity, Desktop Publishing, SEO, Business Cards, Mac OS, Flyers, Posters, Photography, Facebook, Labels, Pre-press, Magazines, Creative Direction, Online Advertising, Production Art, Postcards, Invitations, Letterhead, Social Media Measurement, Social Media Strategist, Social Media Consulting, Corporate Social Media, Stationery, Community Management, Branding & Identity, Blogging, Art Direction, Online Community..., Stationary, Promotions, Twitter, Entrepreneurship
Education
Stanford University 2014 — 2014
Continuing Studies, Marketing
Stanford University 2013 — 2013
Continuing Studies, Marketing
Stanford University 2012 — 2012
Continuing Studies, Marketing
Stanford University 2011 — 2011
Continuing Studies, Marketing
University of California, Berkeley
Extension Course, Graphic Design Certificate
Escola Superior de Propaganda e Marketing 1991 — 1991
Extension Course, Advertising
Universidade Federal Fluminense 1990 — 1996
Social Communications / Comunicação Social, Publicidade & Propaganda (Advertising)
Girls In Tech San Francisco October 2014 - Present
Music, Fun & Food April 2013 - Present
Financial Engines February 2011 - Present
Self Employed 2010 - Present
Wildt Design 2005 - Present
SolutionSet April 2008 - October 2010
Charles Schwab December 2007 - March 2008
BrasilBest Magazine 2004 - 2007
BZWEB Technologies 2006 - 2006
Southern Marin Mothers Club 2001 - 2002
Skills
Adobe Creative Suite, Mac, Graphic Design, InDesign, Brochures, Advertising, Layout, Direct Mail, Graphics, Illustrator, Adobe Acrobat, Photoshop, Catalogs, Newsletters, Social Media Marketing, Social Media, Typography, Logo Design, Corporate Identity, Desktop Publishing, SEO, Business Cards, Mac OS, Flyers, Posters, Photography, Facebook, Labels, Pre-press, Magazines, Creative Direction, Online Advertising, Production Art, Postcards, Invitations, Letterhead, Social Media Measurement, Social Media Strategist, Social Media Consulting, Corporate Social Media, Stationery, Community Management, Branding & Identity, Blogging, Art Direction, Online Community..., Stationary, Promotions, Twitter, Entrepreneurship
Education
Stanford University 2014 — 2014
Continuing Studies, Marketing
Stanford University 2013 — 2013
Continuing Studies, Marketing
Stanford University 2012 — 2012
Continuing Studies, Marketing
Stanford University 2011 — 2011
Continuing Studies, Marketing
University of California, Berkeley
Extension Course, Graphic Design Certificate
Escola Superior de Propaganda e Marketing 1991 — 1991
Extension Course, Advertising
Universidade Federal Fluminense 1990 — 1996
Social Communications / Comunicação Social, Publicidade & Propaganda (Advertising)
Anastasia Osling's Financial Engines Experience October 2014 - Present
Job Sr. Visual Designer at Financial Engines
Industry Financial Services
Experience
Financial Engines October 2014 - Present
Rent.com April 2013 - October 2014
TrueCar, Inc. March 2011 - March 2013
CarsDirect.com May 2011 - May 2012
Interntet Brands April 2011 - May 2012
Juxtaweb 1999 - May 2011
Zag.com September 2005 - October 2009
Skills
User Interface Design, Web Design, Wordpress, Web Analytics, Photoshop, User-centered Design, Dreamweaver, User Interface, User Experience Design, E-commerce, WordPress, Digital Media, Usability, Photography, HTML 5, Social Media Marketing, Agile Methodologies, Adobe Creative Suite, Creative Direction, Web Applications, Mobile Applications, HTML5, Visual Design
Education
Santa Monica College 2011 — 2012
New Media Design Certificate
UCLA 2007 — 2007
Extension classes, Photojournalism
Gubkin Russian State University of Oil and Gas (former Moscow State Academy of Oil and Gas) 1986 — 1991
Bachelor of Science (BS), Computer Engineering
Santa Monica College 1999 — 2001
Associate's degree, New Media
Financial Engines October 2014 - Present
Rent.com April 2013 - October 2014
TrueCar, Inc. March 2011 - March 2013
CarsDirect.com May 2011 - May 2012
Interntet Brands April 2011 - May 2012
Juxtaweb 1999 - May 2011
Zag.com September 2005 - October 2009
Skills
User Interface Design, Web Design, Wordpress, Web Analytics, Photoshop, User-centered Design, Dreamweaver, User Interface, User Experience Design, E-commerce, WordPress, Digital Media, Usability, Photography, HTML 5, Social Media Marketing, Agile Methodologies, Adobe Creative Suite, Creative Direction, Web Applications, Mobile Applications, HTML5, Visual Design
Education
Santa Monica College 2011 — 2012
New Media Design Certificate
UCLA 2007 — 2007
Extension classes, Photojournalism
Gubkin Russian State University of Oil and Gas (former Moscow State Academy of Oil and Gas) 1986 — 1991
Bachelor of Science (BS), Computer Engineering
Santa Monica College 1999 — 2001
Associate's degree, New Media
Brahim Yousfi's Financial Engines Experience August 2011 - April 2012
Job Senior Compliance Auditor at Lindquist LLP
Industry Financial Services
Experience
Lindquist LLP June 2014 - Present
Lindquist LLP August 2012 - Present
CoverCake May 2012 - Present
Financial Engines August 2011 - April 2012
Platingroup March 2011 - March 2012
Smith Micro Software November 2010 - April 2011
Avot Media August 2007 - September 2008
De Anza College March 2007 - July 2008
Skills
Entrepreneurship, Leadership, Product Management, Business Strategy, SaaS, Start-ups, Outlook, Analysis, Microsoft Excel, Finance, Project Management, Pivot Tables, Microsoft Word, Marketing, Salesforce.com, PowerPoint, QuickBooks, Customer Service, Access, Analytics, Auditing, Atlassian JIRA, Excel, Word, QuarkXPress, Wikis, Survey Monkey, Mockups, Network Administration, Microsoft SQL Server, Marketing Communications, Customer Relations, Financial Advisory, Entrepreneurial Skills, Compliance, Payroll Analysis, ADP Payroll, ProSystem fx Tax, Turbo Tax, Invoice Processing, Data Analysis, Payroll, Training, Social Media, JavaScript, HTML Scripting
Education
University of California, Berkeley 2015 — 2016
Post-Baccalaureate Certificate, Information Systems and Management
San Jose State University 2008 — 2010
Bachelor of Science, Finance
De Anza College 2006 — 2008
Associate Degree, Business with Emphasis on Computer Information Systems
Lindquist LLP June 2014 - Present
Lindquist LLP August 2012 - Present
CoverCake May 2012 - Present
Financial Engines August 2011 - April 2012
Platingroup March 2011 - March 2012
Smith Micro Software November 2010 - April 2011
Avot Media August 2007 - September 2008
De Anza College March 2007 - July 2008
Skills
Entrepreneurship, Leadership, Product Management, Business Strategy, SaaS, Start-ups, Outlook, Analysis, Microsoft Excel, Finance, Project Management, Pivot Tables, Microsoft Word, Marketing, Salesforce.com, PowerPoint, QuickBooks, Customer Service, Access, Analytics, Auditing, Atlassian JIRA, Excel, Word, QuarkXPress, Wikis, Survey Monkey, Mockups, Network Administration, Microsoft SQL Server, Marketing Communications, Customer Relations, Financial Advisory, Entrepreneurial Skills, Compliance, Payroll Analysis, ADP Payroll, ProSystem fx Tax, Turbo Tax, Invoice Processing, Data Analysis, Payroll, Training, Social Media, JavaScript, HTML Scripting
Education
University of California, Berkeley 2015 — 2016
Post-Baccalaureate Certificate, Information Systems and Management
San Jose State University 2008 — 2010
Bachelor of Science, Finance
De Anza College 2006 — 2008
Associate Degree, Business with Emphasis on Computer Information Systems
Charles Wong's Financial Engines Experience May 2014 - August 2014
Job Investment Banking Intern at Barclays Investment Bank
Industry
Experience
Barclays Investment Bank June 2015 - August 2015
Harvard Project for Asian and International Relations (HPAIR) September 2012 - August 2015
Harvard Financial Analysts Club December 2013 - June 2015
Financial Engines May 2014 - August 2014
Global China Connection March 2014 - August 2014
Votetrends May 2013 - May 2014
Harvard Radcliffe Chinese Students' Assocation November 2012 - May 2014
Small Claims Advisory Service April 2013 - September 2013
Wellesley Partners May 2013 - August 2013
Summer at St. George's Summer Camps June 2009 - August 2011
Skills
Research, C, Microsoft Word, Microsoft Excel, Leadership, Event Planning, Due Diligence, Organization, Financial Analysis, Financial Modelling
Education
Harvard University 2012 — 2016
Bachelor's Degree, Economics with a minor in Computer Science
St. George's High School 2002 — 2012
Barclays Investment Bank June 2015 - August 2015
Harvard Project for Asian and International Relations (HPAIR) September 2012 - August 2015
Harvard Financial Analysts Club December 2013 - June 2015
Financial Engines May 2014 - August 2014
Global China Connection March 2014 - August 2014
Votetrends May 2013 - May 2014
Harvard Radcliffe Chinese Students' Assocation November 2012 - May 2014
Small Claims Advisory Service April 2013 - September 2013
Wellesley Partners May 2013 - August 2013
Summer at St. George's Summer Camps June 2009 - August 2011
Skills
Research, C, Microsoft Word, Microsoft Excel, Leadership, Event Planning, Due Diligence, Organization, Financial Analysis, Financial Modelling
Education
Harvard University 2012 — 2016
Bachelor's Degree, Economics with a minor in Computer Science
St. George's High School 2002 — 2012
Joe Dinan, CFA, CAIA Joe Dinan, CFA, CAIA's Financial Engines Experience January 2013 - Present
Job Portfolio Manager at Financial Engines
Industry Investment Management
Experience
Financial Engines January 2013 - Present
Thornburg Investment Management August 2008 - January 2013
Merrill Lynch 2007 - 2008
Sento Corporation 2006 - 2007
Nova Corporation 2000 - 2002
Skills
Financial Analysis, Mutual Funds, Asset Allocation, Investment Management, Series 7, Series 63, Fixed Income, Investments, Strategic Planning, Hedge Funds, Research, Equities, Alternative Investments, Vendor Management, Retirement Planning, Investment Advisory, Asset Management, Portfolio Management, Investment Strategies
Education
Georgetown University - The McDonough School of Business 2014 — 2016
The University of Texas at Austin 2002 — 2005
Master's Degree, Education Policy
University of Maine 1995 — 2000
Bachelor of Arts (B.A.), Philosophy
Financial Engines January 2013 - Present
Thornburg Investment Management August 2008 - January 2013
Merrill Lynch 2007 - 2008
Sento Corporation 2006 - 2007
Nova Corporation 2000 - 2002
Skills
Financial Analysis, Mutual Funds, Asset Allocation, Investment Management, Series 7, Series 63, Fixed Income, Investments, Strategic Planning, Hedge Funds, Research, Equities, Alternative Investments, Vendor Management, Retirement Planning, Investment Advisory, Asset Management, Portfolio Management, Investment Strategies
Education
Georgetown University - The McDonough School of Business 2014 — 2016
The University of Texas at Austin 2002 — 2005
Master's Degree, Education Policy
University of Maine 1995 — 2000
Bachelor of Arts (B.A.), Philosophy
Manas Satpathi Manas Satpathi's Financial Engines Experience October 2014 - March 2015
Job DevOps, Systems & Release Engineering Leader
Industry Financial Services
Experience
Rodan + Fields March 2015 - Present
Financial Engines October 2014 - March 2015
MindStream Consulting April 2014 - September 2014
Blue Shield of California January 2013 - March 2014
Wells Fargo Bank March 2010 - December 2012
Wells Fargo August 2006 - February 2010
Wells Fargo November 2002 - July 2006
Globsyn Technologies November 1997 - October 2002
TECHNA January 1996 - October 1997
Skills
Build Engineering, Infrastructure Planning, IT Management, Software Development, Configuration Management, IT Service Management, Technology Roadmapping, DevOps, Release Management, Integration, SDLC, SOA, Infrastructure, Program Management, Unix, Requirements Analysis, Weblogic, Agile Methodologies, Java Enterprise Edition, Perl, Shell Scripting, PMP, Vendor Management, Requirements Gathering, Project Management, Enterprise Architecture, Solaris, System Deployment, Engineering, WebLogic
Education
DeVry University
MBA
University of Calcutta
B. Tech.
Rodan + Fields March 2015 - Present
Financial Engines October 2014 - March 2015
MindStream Consulting April 2014 - September 2014
Blue Shield of California January 2013 - March 2014
Wells Fargo Bank March 2010 - December 2012
Wells Fargo August 2006 - February 2010
Wells Fargo November 2002 - July 2006
Globsyn Technologies November 1997 - October 2002
TECHNA January 1996 - October 1997
Skills
Build Engineering, Infrastructure Planning, IT Management, Software Development, Configuration Management, IT Service Management, Technology Roadmapping, DevOps, Release Management, Integration, SDLC, SOA, Infrastructure, Program Management, Unix, Requirements Analysis, Weblogic, Agile Methodologies, Java Enterprise Edition, Perl, Shell Scripting, PMP, Vendor Management, Requirements Gathering, Project Management, Enterprise Architecture, Solaris, System Deployment, Engineering, WebLogic
Education
DeVry University
MBA
University of Calcutta
B. Tech.
Ken Fine Ken Fine's Financial Engines Experience 2005 - 2012
Job
Industry Internet
Experience
Medallia, Inc. 2013 - Present
Skyhigh Networks 2013 - Present
Sand Hill Angels 2012 - Present
Financial Engines 2005 - 2012
Financial Engines 2002 - 2004
Financial Engines 1997 - 2001
Goldman Sachs June 1996 - August 1996
United States Navy June 1990 - August 1995
Skills
Strategy, Start-ups, Product Management, Product Marketing, SaaS, Analytics, Leadership, Team Leadership, Product Launch, Go-to-market Strategy, Cloud Computing, Entrepreneurship, Innovation, Direct Marketing, Mobile Devices, Marketing, Brand Development, Segmentation, Product Design, Product Strategy, Company Branding, Customer Acquisition, Social Media Marketing, Product Development, Customer Retention, B2B, Corporate Positioning, Mobile Marketing, SEO, SEM
Education
Stanford University 1995 — 1997
MBA, Arjay Miller Scholar (top 10%)
Virginia Polytechnic Institute and State University 1992 — 1995
MS, Systems Engineering, GPA 4.0/4.0 (Ranked 1st of 26)
Westinghouse Reactor Engineering School 1991 — 1991
Masters Program, Nuclear Engineering / Physics
Rensselaer Polytechnic Institute 1986 — 1990
BS, Mechanical Engineering, Cum Laude
Medallia, Inc. 2013 - Present
Skyhigh Networks 2013 - Present
Sand Hill Angels 2012 - Present
Financial Engines 2005 - 2012
Financial Engines 2002 - 2004
Financial Engines 1997 - 2001
Goldman Sachs June 1996 - August 1996
United States Navy June 1990 - August 1995
Skills
Strategy, Start-ups, Product Management, Product Marketing, SaaS, Analytics, Leadership, Team Leadership, Product Launch, Go-to-market Strategy, Cloud Computing, Entrepreneurship, Innovation, Direct Marketing, Mobile Devices, Marketing, Brand Development, Segmentation, Product Design, Product Strategy, Company Branding, Customer Acquisition, Social Media Marketing, Product Development, Customer Retention, B2B, Corporate Positioning, Mobile Marketing, SEO, SEM
Education
Stanford University 1995 — 1997
MBA, Arjay Miller Scholar (top 10%)
Virginia Polytechnic Institute and State University 1992 — 1995
MS, Systems Engineering, GPA 4.0/4.0 (Ranked 1st of 26)
Westinghouse Reactor Engineering School 1991 — 1991
Masters Program, Nuclear Engineering / Physics
Rensselaer Polytechnic Institute 1986 — 1990
BS, Mechanical Engineering, Cum Laude
Chung Meng Cheong Chung Meng Cheong's Financial Engines Experience 2014 - Present
Job EVP Product & Consumer Marketing at Financial Engines
Industry Internet
Experience
Financial Engines 2014 - Present
MuckerLab 2011 - Present
33Across Inc. 2012 - 2014
YP Holdings (formerly AT&T Interactive) 2009 - 2012
Jaxtr 2007 - 2009
eBay 2004 - 2007
Elance 2000 - 2004
Boston Consulting Group 1996 - 1998
Skills
E-commerce, Product Management, Analytics, Product Marketing, Start-ups, Mobile Devices, User Experience, Mobile Advertising, SEO, Mobile Internet, Small Business, Entrepreneurship, Go-to-market Strategy, Mobile Applications, Strategic Partnerships, Management, Email Marketing, Interactive Advertising, PPC, Online Advertising, SaaS, Digital Strategy, Sales Enablement, Product Development, Lead Generation, Consumer, Direct Marketing, Advertising, Mobile Marketing, Executive Management, Digital Media, Web Analytics, Enterprise Software, Online Marketing, Digital Marketing, SEM, Business Development, Web Commerce, Marketing, Market Analysis, Multi-channel Marketing, New Business Development, Customer Acquisition, Monetization, Revenue Growth...
Education
Massachusetts Institute of Technology - Sloan School of Management 1998 — 2000
MBA
University of Auckland 1992 — 1996
Bachelor of Commerce, Bachelor of Science, Economics, Statistics
Financial Engines 2014 - Present
MuckerLab 2011 - Present
33Across Inc. 2012 - 2014
YP Holdings (formerly AT&T Interactive) 2009 - 2012
Jaxtr 2007 - 2009
eBay 2004 - 2007
Elance 2000 - 2004
Boston Consulting Group 1996 - 1998
Skills
E-commerce, Product Management, Analytics, Product Marketing, Start-ups, Mobile Devices, User Experience, Mobile Advertising, SEO, Mobile Internet, Small Business, Entrepreneurship, Go-to-market Strategy, Mobile Applications, Strategic Partnerships, Management, Email Marketing, Interactive Advertising, PPC, Online Advertising, SaaS, Digital Strategy, Sales Enablement, Product Development, Lead Generation, Consumer, Direct Marketing, Advertising, Mobile Marketing, Executive Management, Digital Media, Web Analytics, Enterprise Software, Online Marketing, Digital Marketing, SEM, Business Development, Web Commerce, Marketing, Market Analysis, Multi-channel Marketing, New Business Development, Customer Acquisition, Monetization, Revenue Growth...
Education
Massachusetts Institute of Technology - Sloan School of Management 1998 — 2000
MBA
University of Auckland 1992 — 1996
Bachelor of Commerce, Bachelor of Science, Economics, Statistics
William Coughlin William Coughlin's Financial Engines Experience 2010 - Present
Job Senior Communications Manager at Financial Engines
Industry Marketing and Advertising
Experience
Financial Engines 2010 - Present
OnCampus Advertising 2009 - 2010
Thomson Reuters 2004 - 2009
Evergreen Investments 2003 - 2004
Fidelity Investments 1996 - 2003
Technique Magazine 1994 - 1996
Skills
Integrated Marketing, Sales, Financial Services, Marketing, Relationship Management, Marketing Communications, Digital Marketing, Advertising, Brand Development, Segmentation, Social Media, Corporate Branding, Marketing Management
Education
Emerson College
MA/Integrated Marketing
Northeastern University
BS/Marketing
Financial Engines 2010 - Present
OnCampus Advertising 2009 - 2010
Thomson Reuters 2004 - 2009
Evergreen Investments 2003 - 2004
Fidelity Investments 1996 - 2003
Technique Magazine 1994 - 1996
Skills
Integrated Marketing, Sales, Financial Services, Marketing, Relationship Management, Marketing Communications, Digital Marketing, Advertising, Brand Development, Segmentation, Social Media, Corporate Branding, Marketing Management
Education
Emerson College
MA/Integrated Marketing
Northeastern University
BS/Marketing
Amrinder Singh Amrinder Singh's Financial Engines Experience November 2014 - Present
Job Sn. Storage Engineer at salesforce.com
Industry Internet
Experience
Financial Engines November 2014 - Present
salesforce.com November 2010 - October 2014
CaseCentral March 2008 - November 2010
vCustomer Services August 2006 - March 2008
Polaris Software Lab. July 2005 - August 2006
Trinity BPM Pvt. Ltd. June 2003 - July 2005
Netcradle India Pvt. Ltd. October 2000 - June 2003
Skills
NetApp, EMC VMAX, EMC Clariion, EMC VNX, Data Domain, RecoverPoint, Data Recovery, Replication Technologies, Windows, Linux, Microsoft Exchange, Unix, Netbackup, JavaScript, Java, C++, EMC Storage, MySQL, Clariion, SAN, Solaris, Symmetrix
Education
Punjab Technical University
Master of Science (MSc), Computer Science
Punjabi University
Bachelor's degree, Economics
Financial Engines November 2014 - Present
salesforce.com November 2010 - October 2014
CaseCentral March 2008 - November 2010
vCustomer Services August 2006 - March 2008
Polaris Software Lab. July 2005 - August 2006
Trinity BPM Pvt. Ltd. June 2003 - July 2005
Netcradle India Pvt. Ltd. October 2000 - June 2003
Skills
NetApp, EMC VMAX, EMC Clariion, EMC VNX, Data Domain, RecoverPoint, Data Recovery, Replication Technologies, Windows, Linux, Microsoft Exchange, Unix, Netbackup, JavaScript, Java, C++, EMC Storage, MySQL, Clariion, SAN, Solaris, Symmetrix
Education
Punjab Technical University
Master of Science (MSc), Computer Science
Punjabi University
Bachelor's degree, Economics
Monty Simus's Financial Engines Experience 1999 - 2001
Job Fellow, Advanced Leadership Initiative at Harvard University
Industry International Trade and Development
Experience
Harvard University January 2015 - Present
Bayat Group September 2012 - Present
Water Politics LLC July 2007 - Present
SmartMarkets LLC 2008 - Present
Gibson Guitar Corporation May 2007 - October 2012
ARIANA Television & Radio 2004 - 2006
Golden Asia Ventures 2002 - 2004
Financial Engines 1999 - 2001
AES 1999 - 1999
HSBC 1995 - 1997
Skills
Start-ups, Business Strategy, Strategic Planning, Strategic Partnerships, Business Development, Strategy, International Business..., New Business Development, Business Planning, Non-profits, Investments, Entrepreneurship, Competitive Analysis, Leadership, Market Analysis, International Marketing, Strategic Alliances, Africa, Emerging Markets, Team Building, Sustainability, Asia, Middle East, South America, Water, Water Management, Environmental Issues, Water Resources, International Sales, Telecommunications, Water Efficiency, Non-profit Program..., P&L Management, Sustainable Business, International..., Climate Change, Economic Development, Marketing Strategy, International Business, Global Business..., Mergers & Acquisitions, Energy, Policy, Partnerships, Product Marketing, International Relations, Marketing, Private Equity, Executive Management, Cleantech
Education
Harvard University Kennedy School of Government 1989 — 1991
M.P.P., Development Economics
Yale University 1985 — 1989
Bachelor of Arts (B.A.), Environmental History
Springbank High School
Harvard University January 2015 - Present
Bayat Group September 2012 - Present
Water Politics LLC July 2007 - Present
SmartMarkets LLC 2008 - Present
Gibson Guitar Corporation May 2007 - October 2012
ARIANA Television & Radio 2004 - 2006
Golden Asia Ventures 2002 - 2004
Financial Engines 1999 - 2001
AES 1999 - 1999
HSBC 1995 - 1997
Skills
Start-ups, Business Strategy, Strategic Planning, Strategic Partnerships, Business Development, Strategy, International Business..., New Business Development, Business Planning, Non-profits, Investments, Entrepreneurship, Competitive Analysis, Leadership, Market Analysis, International Marketing, Strategic Alliances, Africa, Emerging Markets, Team Building, Sustainability, Asia, Middle East, South America, Water, Water Management, Environmental Issues, Water Resources, International Sales, Telecommunications, Water Efficiency, Non-profit Program..., P&L Management, Sustainable Business, International..., Climate Change, Economic Development, Marketing Strategy, International Business, Global Business..., Mergers & Acquisitions, Energy, Policy, Partnerships, Product Marketing, International Relations, Marketing, Private Equity, Executive Management, Cleantech
Education
Harvard University Kennedy School of Government 1989 — 1991
M.P.P., Development Economics
Yale University 1985 — 1989
Bachelor of Arts (B.A.), Environmental History
Springbank High School
Valerie Glover's Financial Engines Experience October 1999 - January 2000
Job Senior Global Campaign Manager at Infoblox
Industry Computer Software
Experience
Infoblox February 2015 - Present
HP Software September 2012 - January 2015
HP Software August 2011 - September 2012
HP Software April 2005 - August 2011
Mercury Interactive September 2003 - April 2005
Mercury Interactive March 2002 - September 2003
Mercury Interactive February 2000 - March 2002
Financial Engines October 1999 - January 2000
MySoftware June 1996 - October 1999
Skills
Global Marketing, Cross-functional Team..., Messaging, Direct Marketing, Budgeting, Planning, Field Marketing, Multi-media Marketing..., Content Writing, Marketing Strategy, Strategic Planning, Budgets, Vendor Management, Agency Coordination, Social Media Marketing, Digital Marketing, Go-to-market Strategy, Enterprise Software, Demand Generation, Integrated Marketing, Marketing Communications, Marketing Management, Marketing, SaaS, Lead Generation, Salesforce.com, Strategy, B2B Marketing
Education
Mills College 1992 — 1996
BA, Psychology
Mills College
Bachelor of Arts (B.A.), Psychology
Infoblox February 2015 - Present
HP Software September 2012 - January 2015
HP Software August 2011 - September 2012
HP Software April 2005 - August 2011
Mercury Interactive September 2003 - April 2005
Mercury Interactive March 2002 - September 2003
Mercury Interactive February 2000 - March 2002
Financial Engines October 1999 - January 2000
MySoftware June 1996 - October 1999
Skills
Global Marketing, Cross-functional Team..., Messaging, Direct Marketing, Budgeting, Planning, Field Marketing, Multi-media Marketing..., Content Writing, Marketing Strategy, Strategic Planning, Budgets, Vendor Management, Agency Coordination, Social Media Marketing, Digital Marketing, Go-to-market Strategy, Enterprise Software, Demand Generation, Integrated Marketing, Marketing Communications, Marketing Management, Marketing, SaaS, Lead Generation, Salesforce.com, Strategy, B2B Marketing
Education
Mills College 1992 — 1996
BA, Psychology
Mills College
Bachelor of Arts (B.A.), Psychology
Elaine Peng Elaine Peng's Financial Engines Experience June 2000 - December 2000
Job Sr Software Engineer at Evernote
Industry Computer Software
Experience
Evernote August 2014 - Present
Evernote July 2011 - Present
Oracle June 2008 - September 2011
BEA March 2006 - May 2008
Stanford University December 2003 - March 2006
Contivo January 2001 - December 2003
Financial Engines June 2000 - December 2000
Info Power Systems January 1999 - June 2000
Skills
Cloud Computing, Java, Distributed Systems, Software Development, Weblogic, Web Services
Education
Loyola University Chicago 1997 — 1999
M.S., Computer Science
Peking University
Evernote August 2014 - Present
Evernote July 2011 - Present
Oracle June 2008 - September 2011
BEA March 2006 - May 2008
Stanford University December 2003 - March 2006
Contivo January 2001 - December 2003
Financial Engines June 2000 - December 2000
Info Power Systems January 1999 - June 2000
Skills
Cloud Computing, Java, Distributed Systems, Software Development, Weblogic, Web Services
Education
Loyola University Chicago 1997 — 1999
M.S., Computer Science
Peking University
Nancy Rodd Nancy Rodd's Financial Engines Experience May 2008 - February 2009
Job Freelance Graphic Designer at Bay Street Emeryville
Industry Financial Services
Experience
Bay Street Emeryville April 2015 - Present
KLM Marketing, Firetide Inc., Snowflake Computing June 2013 - Present
Standard & Poor's November 2013 - February 2014
Power Standards Lab June 2013 - October 2013
BlackRock April 2013 - June 2013
Standard & Poor's April 2012 - February 2013
Express Scripts/Medco Health Solutions August 2011 - February 2012
Stanford Graduate School of Business February 2007 - August 2009
Financial Engines May 2008 - February 2009
Sunset Magazine April 2007 - August 2007
Skills
InDesign, Layout, Brochures, Adobe Acrobat, Graphic Design, Typography, Graphics, Catalogs, Dreamweaver, Pre-press, Multimedia, Logo Design, Photoshop, QuarkXPress, Print Production, Flash, PowerPoint, Digital Photography, Banners, Publications, Packaging, Adobe Creative Suite, Proofreading, Advertising, Brand Development, Marketing Communications, Logos, Retouching, Direct Mail, Posters, Direct Marketing, Editing, CSS, Word, Wordpress, Corporate Branding, Publishing, Mac, Production, Corporate Identity, Art
Education
The University of the Arts 1983 — 1984
Graphic Design
Fashion Institute of Technology 1980 — 1982
AA+, Illustration
Bay Street Emeryville April 2015 - Present
KLM Marketing, Firetide Inc., Snowflake Computing June 2013 - Present
Standard & Poor's November 2013 - February 2014
Power Standards Lab June 2013 - October 2013
BlackRock April 2013 - June 2013
Standard & Poor's April 2012 - February 2013
Express Scripts/Medco Health Solutions August 2011 - February 2012
Stanford Graduate School of Business February 2007 - August 2009
Financial Engines May 2008 - February 2009
Sunset Magazine April 2007 - August 2007
Skills
InDesign, Layout, Brochures, Adobe Acrobat, Graphic Design, Typography, Graphics, Catalogs, Dreamweaver, Pre-press, Multimedia, Logo Design, Photoshop, QuarkXPress, Print Production, Flash, PowerPoint, Digital Photography, Banners, Publications, Packaging, Adobe Creative Suite, Proofreading, Advertising, Brand Development, Marketing Communications, Logos, Retouching, Direct Mail, Posters, Direct Marketing, Editing, CSS, Word, Wordpress, Corporate Branding, Publishing, Mac, Production, Corporate Identity, Art
Education
The University of the Arts 1983 — 1984
Graphic Design
Fashion Institute of Technology 1980 — 1982
AA+, Illustration
Stacie Mihalik's Financial Engines Experience February 2011 - March 2012
Job Inventing Desire | CustomerCentric Marketing
Industry Marketing and Advertising
Experience
AAA July 2012 - Present
Financial Engines February 2011 - March 2012
Seeds of Literacy August 2009 - February 2011
National City Bank July 2006 - July 2009
Ameriprise Financial June 2005 - September 2005
Payden & Rygel Investment Management April 2002 - April 2004
Kayne Anderson Rudnick Investment Management June 2000 - April 2002
Client Service Organizations 1996 - 2000
Skills
Marketing Communications, Marketing Strategy, Strategic Planning, Mutual Funds, Project Management, Investment Advisory, Web Analytics, Non-profits, Product Marketing, Integrated Marketing, Brand Management, Customer Experience, Customer Service, Direct Mail, Email Marketing, Content Development, Web Development, Campaign Execution, Private Banking, Retail Banking, Client Relationship..., Private Wealth..., Investment Products, Competitive Analysis, Management, Lead Generation, Market Research, Direct Marketing, Marketing, Marketing Management, Business Development, Product Management, Online Advertising, Market Planning, Leadership
Education
Michigan State University - The Eli Broad College of Business
M.B.A., Marketing and Finance
University of California, Los Angeles
B.A., American Literature
Aragon High School, San Mateo, CA
AAA July 2012 - Present
Financial Engines February 2011 - March 2012
Seeds of Literacy August 2009 - February 2011
National City Bank July 2006 - July 2009
Ameriprise Financial June 2005 - September 2005
Payden & Rygel Investment Management April 2002 - April 2004
Kayne Anderson Rudnick Investment Management June 2000 - April 2002
Client Service Organizations 1996 - 2000
Skills
Marketing Communications, Marketing Strategy, Strategic Planning, Mutual Funds, Project Management, Investment Advisory, Web Analytics, Non-profits, Product Marketing, Integrated Marketing, Brand Management, Customer Experience, Customer Service, Direct Mail, Email Marketing, Content Development, Web Development, Campaign Execution, Private Banking, Retail Banking, Client Relationship..., Private Wealth..., Investment Products, Competitive Analysis, Management, Lead Generation, Market Research, Direct Marketing, Marketing, Marketing Management, Business Development, Product Management, Online Advertising, Market Planning, Leadership
Education
Michigan State University - The Eli Broad College of Business
M.B.A., Marketing and Finance
University of California, Los Angeles
B.A., American Literature
Aragon High School, San Mateo, CA
Deeksha Malhotra's Financial Engines Experience August 2013 - May 2014
Job MBA Candidate at the Fuqua School of Business
Industry Computer Software
Experience
Fuqua School of Business July 2014 - Present
Nest May 2015 - August 2015
Financial Engines August 2013 - May 2014
Financial Engines October 2010 - July 2013
Hitachi Consulting October 2009 - December 2010
JNC Solutions Ltd June 2008 - September 2008
Donald Bren School of Information and Computer Sciences, University of California, Irvine 2007 - 2008
Skills
Product Management, Business Development, Business Intelligence, Management, Business Process, Scrum, Leadership, ERP, SaaS, Quality Assurance, Agile Methodologies, Enterprise Software, Software Project..., Analytics, Consulting, Business Analysis
Education
Duke University - The Fuqua School of Business 2014 — 2016
Master of Business Administration (MBA)
University of California, Irvine 2005 — 2009
B.S., Information and Computer Sciences
Monta Vista High School 2001 — 2005
Fuqua School of Business July 2014 - Present
Nest May 2015 - August 2015
Financial Engines August 2013 - May 2014
Financial Engines October 2010 - July 2013
Hitachi Consulting October 2009 - December 2010
JNC Solutions Ltd June 2008 - September 2008
Donald Bren School of Information and Computer Sciences, University of California, Irvine 2007 - 2008
Skills
Product Management, Business Development, Business Intelligence, Management, Business Process, Scrum, Leadership, ERP, SaaS, Quality Assurance, Agile Methodologies, Enterprise Software, Software Project..., Analytics, Consulting, Business Analysis
Education
Duke University - The Fuqua School of Business 2014 — 2016
Master of Business Administration (MBA)
University of California, Irvine 2005 — 2009
B.S., Information and Computer Sciences
Monta Vista High School 2001 — 2005
Brien Gerber Brien Gerber's Financial Engines Experience June 2013 - August 2013
Job Integration Engineer (EDI) at Epic and former student athlete at Northwestern University
Industry Mechanical or Industrial Engineering
Experience
Epic August 2014 - Present
Financial Engines June 2013 - August 2013
Aqua-Guard Management May 2010 - September 2011
Tallgrass HOA May 2009 - July 2011
Pool Guards INC. August 2006 - September 2009
Skills
NX 6, Manufacturing, Microsoft Office, Google Apps, Java, Android Development, Microsoft SQL Server, Fluid Mechanics, Mathematica, Matlab, Agile Methodologies, Selenium, Android, Social Media, Swimming
Education
Northwestern University 2010 — 2014
Bachelor of Science (B.S.), Mechanical Engineering
Epic August 2014 - Present
Financial Engines June 2013 - August 2013
Aqua-Guard Management May 2010 - September 2011
Tallgrass HOA May 2009 - July 2011
Pool Guards INC. August 2006 - September 2009
Skills
NX 6, Manufacturing, Microsoft Office, Google Apps, Java, Android Development, Microsoft SQL Server, Fluid Mechanics, Mathematica, Matlab, Agile Methodologies, Selenium, Android, Social Media, Swimming
Education
Northwestern University 2010 — 2014
Bachelor of Science (B.S.), Mechanical Engineering
Bill Thompson's Financial Engines Experience 2003 - 2006
Job Growth Architect/Coach accountable for breakthroughs
Industry Financial Services
Experience
Stanford Graduate School of Business 2013 - Present
The Hartford February 2011 - 2013
SimplySmart Asset Management, Inc. March 2009 - February 2011
Structural Wealth August 2008 - February 2009
Informative, VC Portfolio Companies September 2006 - July 2008
Financial Engines 2003 - 2006
Fidelity Investments 1991 - 2002
Arnold Worldwide 1984 - 1991
Bain & Company 1982 - 1984
Skills
Product Management, Start-ups, Business Strategy, Financial Services, Strategic Planning, Marketing Strategy, Product Development, Competitive Analysis, Product Marketing, Business Development, Segmentation, Analytics, Marketing, CRM, SaaS, Strategic Partnerships, Retirement, Wealth Management..., Workplace Solutions, B2B2C, Brand Architecture, Mentoring
Education
Harvard University 1978 — 1982
AB
International School of Brussels 1974 — 1978
Staples High, Bedford Junior High
Stanford Graduate School of Business 2013 - Present
The Hartford February 2011 - 2013
SimplySmart Asset Management, Inc. March 2009 - February 2011
Structural Wealth August 2008 - February 2009
Informative, VC Portfolio Companies September 2006 - July 2008
Financial Engines 2003 - 2006
Fidelity Investments 1991 - 2002
Arnold Worldwide 1984 - 1991
Bain & Company 1982 - 1984
Skills
Product Management, Start-ups, Business Strategy, Financial Services, Strategic Planning, Marketing Strategy, Product Development, Competitive Analysis, Product Marketing, Business Development, Segmentation, Analytics, Marketing, CRM, SaaS, Strategic Partnerships, Retirement, Wealth Management..., Workplace Solutions, B2B2C, Brand Architecture, Mentoring
Education
Harvard University 1978 — 1982
AB
International School of Brussels 1974 — 1978
Staples High, Bedford Junior High
Jamie Vining's Financial Engines Experience October 2013 - Present
Job Sales Operations Specialist at Financial Engines
Industry Financial Services
Experience
Financial Engines October 2013 - Present
Financial Engines March 2011 - October 2013
International Forest Products April 2006 - March 2011
Rice Insurance Agency November 2003 - April 2006
Skills
Account Management, Process Improvement, Forecasting, New Business Development, Microsoft Excel, Project Management, Marketing, Sales, NetSuite, Investments, Financial Services, CRM, Customer Service, Sales Operations, Salesforce.com
Education
Emmanuel College
Financial Engines October 2013 - Present
Financial Engines March 2011 - October 2013
International Forest Products April 2006 - March 2011
Rice Insurance Agency November 2003 - April 2006
Skills
Account Management, Process Improvement, Forecasting, New Business Development, Microsoft Excel, Project Management, Marketing, Sales, NetSuite, Investments, Financial Services, CRM, Customer Service, Sales Operations, Salesforce.com
Education
Emmanuel College
Pushpit Saxena Pushpit Saxena's Financial Engines Experience July 2014 - October 2014
Job Senior Software Developer at Bloomberg LP
Industry Computer Software
Experience
Bloomberg LP October 2014 - Present
Financial Engines July 2014 - October 2014
Integral Development Corporation October 2013 - July 2014
D. E. Shaw & Co. June 2008 - September 2013
The D. E. Shaw Group January 2008 - May 2008
Universal Digital Library - IIIT-A December 2006 - December 2007
Moser Baer India Ltd June 2006 - June 2006
Skills
Data Structures, Core Java, Perl, Algorithms, Design Patterns, Java, C, C++, Java Enterprise Edition, Unix, Struts, Eclipse, Servlets, Spring, Hadoop, Shell Scripting, Unix Shell Scripting, JUnit, Distributed Systems, Spring Framework
Education
Indian Institute of Information Technology 2004 — 2008
Bachelor of Technology, Information Technology
Bloomberg LP October 2014 - Present
Financial Engines July 2014 - October 2014
Integral Development Corporation October 2013 - July 2014
D. E. Shaw & Co. June 2008 - September 2013
The D. E. Shaw Group January 2008 - May 2008
Universal Digital Library - IIIT-A December 2006 - December 2007
Moser Baer India Ltd June 2006 - June 2006
Skills
Data Structures, Core Java, Perl, Algorithms, Design Patterns, Java, C, C++, Java Enterprise Edition, Unix, Struts, Eclipse, Servlets, Spring, Hadoop, Shell Scripting, Unix Shell Scripting, JUnit, Distributed Systems, Spring Framework
Education
Indian Institute of Information Technology 2004 — 2008
Bachelor of Technology, Information Technology
Ken S. Sakamoto, CRPC® Ken S. Sakamoto, CRPC®'s Financial Engines Experience March 2013 - Present
Job Outbound Investment Advisor at Financial Engines
Industry Financial Services
Experience
Financial Engines March 2013 - Present
Financial Services (Self Employed) September 1979 - March 2013
Skills
Investments, Portfolio Management, Financial Services, Mutual Funds, Wealth Management, Retirement Planning, Equities, Financial Planning, Asset Management, Securities, Over 30 years of..., CRPC® , Chartered..., LUTCF, Life...
Education
University of Hawaii, LCC 1976 — 1979
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Financial Engines March 2013 - Present
Financial Services (Self Employed) September 1979 - March 2013
Skills
Investments, Portfolio Management, Financial Services, Mutual Funds, Wealth Management, Retirement Planning, Equities, Financial Planning, Asset Management, Securities, Over 30 years of..., CRPC® , Chartered..., LUTCF, Life...
Education
University of Hawaii, LCC 1976 — 1979
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Eitan Shay's Financial Engines Experience June 2015 - Present
Job Product Explorations at Financial Engines
Industry Internet
Experience
Financial Engines June 2015 - Present
EverString September 2014 - May 2015
Facebook September 2012 - August 2014
JustAnswer October 2011 - September 2012
ShareMyFav.com March 2011 - October 2011
Pack Impact June 2010 - October 2011
Dotomi. Acquired by ValueClick for $295 million January 2006 - June 2010
Dotomi November 2004 - December 2005
ICQ Ltd. Acquired by AOL for $407 million January 1998 - October 2004
Skills
Business Strategy, Product Development, Product Management, Product Strategy, Intrapreneurship, User Profiling, Database Marketing, Predictive Modeling, Churn, Road Maps, Competitive Landscape..., Customer Profitability, Product Design, Market Research, Entrepreneurship, Analytics, E-commerce, Start-ups, Competitive Analysis, Online Marketing, Online Advertising, Web Analytics, Agile Methodologies, Mobile Devices, Software Project..., Management, Databases, Strategy, Mobile Applications, Strategic Partnerships, Mobile Marketing, Product Marketing, Leadership
Education
The University of Chicago Booth School of Business 2009 — 2011
MBA, Entrepreneurship, strategic management
Edward Tufte 2008 — 2008
Presenting Data and Information
Mercy College 2006 — 2007
B.SC, Computer Science
Technion - Israel Institute of Technology 1995 — 1997
Practical Engineering, Computer Science and Information
Financial Engines June 2015 - Present
EverString September 2014 - May 2015
Facebook September 2012 - August 2014
JustAnswer October 2011 - September 2012
ShareMyFav.com March 2011 - October 2011
Pack Impact June 2010 - October 2011
Dotomi. Acquired by ValueClick for $295 million January 2006 - June 2010
Dotomi November 2004 - December 2005
ICQ Ltd. Acquired by AOL for $407 million January 1998 - October 2004
Skills
Business Strategy, Product Development, Product Management, Product Strategy, Intrapreneurship, User Profiling, Database Marketing, Predictive Modeling, Churn, Road Maps, Competitive Landscape..., Customer Profitability, Product Design, Market Research, Entrepreneurship, Analytics, E-commerce, Start-ups, Competitive Analysis, Online Marketing, Online Advertising, Web Analytics, Agile Methodologies, Mobile Devices, Software Project..., Management, Databases, Strategy, Mobile Applications, Strategic Partnerships, Mobile Marketing, Product Marketing, Leadership
Education
The University of Chicago Booth School of Business 2009 — 2011
MBA, Entrepreneurship, strategic management
Edward Tufte 2008 — 2008
Presenting Data and Information
Mercy College 2006 — 2007
B.SC, Computer Science
Technion - Israel Institute of Technology 1995 — 1997
Practical Engineering, Computer Science and Information
Tony Belforte's Financial Engines Experience July 2015 - Present
Job Director, Product Management and Marketing
Industry Financial Services
Experience
Financial Engines July 2015 - Present
Financial Engines January 2014 - June 2015
Financial Engines September 2013 - December 2013
Financial Engines March 2009 - September 2013
Charles Schwab & Co. July 2006 - November 2008
Charles Schwab & Co. November 2005 - June 2006
Charles Schwab & Co. November 2002 - October 2005
Charles Schwab & Co. June 2000 - October 2002
Sun Microsystems June 1999 - August 1999
Lonestar Partners, LP January 1998 - July 1998
Skills
Client Experience, Product Management, Cross-functional Team..., Product Development, Product Requirements, Product Marketing, Managed Accounts, Customer Experience, Marketing, Management, Direct Marketing, Financial Services, Leadership, Business Development, Project Management, Strategy
Education
Duke University, Fuqua School of Business 1998 — 2000
Master of Business Administration (M.B.A.)
Santa Clara University 1990 — 1994
BS in Commerce
Financial Engines July 2015 - Present
Financial Engines January 2014 - June 2015
Financial Engines September 2013 - December 2013
Financial Engines March 2009 - September 2013
Charles Schwab & Co. July 2006 - November 2008
Charles Schwab & Co. November 2005 - June 2006
Charles Schwab & Co. November 2002 - October 2005
Charles Schwab & Co. June 2000 - October 2002
Sun Microsystems June 1999 - August 1999
Lonestar Partners, LP January 1998 - July 1998
Skills
Client Experience, Product Management, Cross-functional Team..., Product Development, Product Requirements, Product Marketing, Managed Accounts, Customer Experience, Marketing, Management, Direct Marketing, Financial Services, Leadership, Business Development, Project Management, Strategy
Education
Duke University, Fuqua School of Business 1998 — 2000
Master of Business Administration (M.B.A.)
Santa Clara University 1990 — 1994
BS in Commerce
Matthew Todd's Financial Engines Experience January 2014 - Present
Job
Industry Investment Management
Experience
Financial Engines January 2014 - Present
San Francisco Bay Area InfraGard Chapter December 2009 - Present
Skills
Information Security..., Information Security..., privacy, Business Continuity, Privacy Policies, Network Security, Crisis Management, Knowledge Management, Internal Audit, IT Audit, Security Audits, Compliance, IT Governance, IT Management, IT Operations, Network Operations, Risk Management, Risk Assessment, Risk Mitigation, Risk Analysis, Enterprise Risk..., Financial Risk, Cross-functional Team..., Governance, Software Project..., Disaster Recovery, Privacy Law, Analytics, Integration, CISA, System Administration, Firewalls, Cloud Computing, SaaS, IT Strategy, Computer Network..., Start-ups, Vendor Management, Business Analysis, PCI DSS, Information Security, Management, Financial Services, Business Process..., Process Improvement, SAS70, ISO 27001, Security, Portfolio Management, Asset Management
Education
University of Copenhagen and Aarhus University 1992 — 1994
Post-Doc
Northwestern University 1988 — 1992
M.S., Ph.D.
Harvey Mudd College 1984 — 1988
B.S.
Financial Engines January 2014 - Present
San Francisco Bay Area InfraGard Chapter December 2009 - Present
Skills
Information Security..., Information Security..., privacy, Business Continuity, Privacy Policies, Network Security, Crisis Management, Knowledge Management, Internal Audit, IT Audit, Security Audits, Compliance, IT Governance, IT Management, IT Operations, Network Operations, Risk Management, Risk Assessment, Risk Mitigation, Risk Analysis, Enterprise Risk..., Financial Risk, Cross-functional Team..., Governance, Software Project..., Disaster Recovery, Privacy Law, Analytics, Integration, CISA, System Administration, Firewalls, Cloud Computing, SaaS, IT Strategy, Computer Network..., Start-ups, Vendor Management, Business Analysis, PCI DSS, Information Security, Management, Financial Services, Business Process..., Process Improvement, SAS70, ISO 27001, Security, Portfolio Management, Asset Management
Education
University of Copenhagen and Aarhus University 1992 — 1994
Post-Doc
Northwestern University 1988 — 1992
M.S., Ph.D.
Harvey Mudd College 1984 — 1988
B.S.
Jon Nakasone's Financial Engines Experience July 2012 - Present
Job Director, User Experience at Financial Engines
Industry Internet
Experience
Financial Engines July 2012 - Present
Cisco WebEx November 2007 - July 2012
MeeVee.com June 2006 - October 2007
CafePress.com June 2004 - April 2006
CafePress.com April 2005 - October 2005
Netblue December 2003 - May 2004
Silicon Valley Interactive January 1999 - December 2003
Eletter June 2000 - April 2001
TriStep (acquired by eWork) September 1995 - July 2000
Skills
Usability Testing, User Interface, Information Architecture, User Experience, Interaction Design, Product Management, Product Design, Team Building, UE, Start-ups, Wire Framing, User-centered Design, SaaS, Usability, User Research, Agile Methodologies, User Interface Design, Experience Design, Management, Strategy
Education
Punahou School 1986 — 1989
San Jose State University
B.A., Behavioral Science & Psychology (Double Major)
Financial Engines July 2012 - Present
Cisco WebEx November 2007 - July 2012
MeeVee.com June 2006 - October 2007
CafePress.com June 2004 - April 2006
CafePress.com April 2005 - October 2005
Netblue December 2003 - May 2004
Silicon Valley Interactive January 1999 - December 2003
Eletter June 2000 - April 2001
TriStep (acquired by eWork) September 1995 - July 2000
Skills
Usability Testing, User Interface, Information Architecture, User Experience, Interaction Design, Product Management, Product Design, Team Building, UE, Start-ups, Wire Framing, User-centered Design, SaaS, Usability, User Research, Agile Methodologies, User Interface Design, Experience Design, Management, Strategy
Education
Punahou School 1986 — 1989
San Jose State University
B.A., Behavioral Science & Psychology (Double Major)
Melanie Solka's Financial Engines Experience January 2015 - Present
Job Director of Consumer Insights at Financial Engines
Industry Marketing and Advertising
Experience
Financial Engines January 2015 - Present
Independent Consultant Contract Freelance June 2014 - Present
Ipsos July 2013 - June 2014
Nintendo of America 2007 - 2012
Motorola 2006 - 2007
The Nielsen Company 2001 - 2006
Leo Burnett 2000 - 2001
OneChannel.net 1999 - 2000
ACNielsen 1995 - 1999
Skills
Integrated Marketing, Market Research, Marketing Management, Strategic Planning, Marketing Strategy, Product Management, Product Marketing, Consumer Insight, Account Planning, Business Development, Market Analysis, Account Management, Product Development, Marketing Research, Nielsen, Analytics, Segmentation, Strategy, Customer Insight, Cross-functional Team..., Online Marketing, Innovation, New Product Development, E-commerce, Client Presentation, Written & Oral..., Relationship Management, Brand Positioning..., Contract Negotiation, P&L Management, Brand Development, Retail, Consumer Products, Consumer Behaviour, Start-ups, Marketing, Marketing Communications, Advertising, Web Analytics, Shopper Marketing, Mobile Devices, Competitive Analysis, Brand Management, FMCG, Business Strategy, Management, Leadership, Market Planning, Trade Marketing, Brand Equity
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Marketing Management
University of Wisconsin-Madison
JBA, Journalism: Advertising & Public Relations
Financial Engines January 2015 - Present
Independent Consultant Contract Freelance June 2014 - Present
Ipsos July 2013 - June 2014
Nintendo of America 2007 - 2012
Motorola 2006 - 2007
The Nielsen Company 2001 - 2006
Leo Burnett 2000 - 2001
OneChannel.net 1999 - 2000
ACNielsen 1995 - 1999
Skills
Integrated Marketing, Market Research, Marketing Management, Strategic Planning, Marketing Strategy, Product Management, Product Marketing, Consumer Insight, Account Planning, Business Development, Market Analysis, Account Management, Product Development, Marketing Research, Nielsen, Analytics, Segmentation, Strategy, Customer Insight, Cross-functional Team..., Online Marketing, Innovation, New Product Development, E-commerce, Client Presentation, Written & Oral..., Relationship Management, Brand Positioning..., Contract Negotiation, P&L Management, Brand Development, Retail, Consumer Products, Consumer Behaviour, Start-ups, Marketing, Marketing Communications, Advertising, Web Analytics, Shopper Marketing, Mobile Devices, Competitive Analysis, Brand Management, FMCG, Business Strategy, Management, Leadership, Market Planning, Trade Marketing, Brand Equity
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Marketing Management
University of Wisconsin-Madison
JBA, Journalism: Advertising & Public Relations
Cecilia Huster's Financial Engines Experience January 2013 - Present
Job Senior UI designer at Financial Engines
Industry Online Media
Experience
Financial Engines January 2013 - Present
PayPal April 2009 - December 2012
Nucsoft USA Inc. January 2008 - June 2009
Cisco October 2008 - March 2009
PayPal April 2008 - October 2008
Glass Partnership September 2007 - December 2007
Good Technology January 2007 - September 2007
Royal Mail October 2003 - January 2007
Contracting agencies 2002 - 2003
Organic 1999 - 2002
Skills
User Experience, User-centered Design, Information Architecture, Wireframes, Interaction Design, Usability, Persona, Web Standards, User Experience Design, User Interface, User Scenarios, Visio, OmniGraffle, Standards Compliance, Human Computer..., User Research, User Interface Design, E-commerce, Usability Testing, Flash, CSS, Content Management, CMS, Accessibility
Education
Linköpings universitet
BA, English literature
Financial Engines January 2013 - Present
PayPal April 2009 - December 2012
Nucsoft USA Inc. January 2008 - June 2009
Cisco October 2008 - March 2009
PayPal April 2008 - October 2008
Glass Partnership September 2007 - December 2007
Good Technology January 2007 - September 2007
Royal Mail October 2003 - January 2007
Contracting agencies 2002 - 2003
Organic 1999 - 2002
Skills
User Experience, User-centered Design, Information Architecture, Wireframes, Interaction Design, Usability, Persona, Web Standards, User Experience Design, User Interface, User Scenarios, Visio, OmniGraffle, Standards Compliance, Human Computer..., User Research, User Interface Design, E-commerce, Usability Testing, Flash, CSS, Content Management, CMS, Accessibility
Education
Linköpings universitet
BA, English literature
Laura Varteressian's Financial Engines Experience January 2001 - December 2003
Job Independent Writing and Editing Professional
Industry Writing and Editing
Experience
Self-employed March 2008 - Present
Yahoo! Inc. February 2004 - March 2008
Financial Engines January 2001 - December 2003
Interact Commerce Corporation January 2000 - February 2001
Symantec Corporation February 1997 - January 2000
Prism Solutions, Inc. January 1996 - February 1997
Software Publishing 1994 - 1996
Software Publishing Corp 1983 - 1988
Skills
Content Writing, Web Editing, Editing, User Documentation, Content Management, User Interface Design, Copy Editing, Software Documentation, Online Help, FrameMaker, Web Content, Technical Documentation, Style Guides, Editorial, Newsletters, Web Content Management, Content Strategy, Technical Writing, Technical Communication, Publishing, Proofreading
Education
Northeastern University
BS
Self-employed March 2008 - Present
Yahoo! Inc. February 2004 - March 2008
Financial Engines January 2001 - December 2003
Interact Commerce Corporation January 2000 - February 2001
Symantec Corporation February 1997 - January 2000
Prism Solutions, Inc. January 1996 - February 1997
Software Publishing 1994 - 1996
Software Publishing Corp 1983 - 1988
Skills
Content Writing, Web Editing, Editing, User Documentation, Content Management, User Interface Design, Copy Editing, Software Documentation, Online Help, FrameMaker, Web Content, Technical Documentation, Style Guides, Editorial, Newsletters, Web Content Management, Content Strategy, Technical Writing, Technical Communication, Publishing, Proofreading
Education
Northeastern University
BS
Becky Willard's Financial Engines Experience February 2007 - August 2008
Job
Industry Telecommunications
Experience
COMSYS March 2009 - Present
Financial Engines February 2007 - August 2008
IAMP/IOU/SAGA/NAUG/MAOUG 1988 - 2007
eCend Manged Systems November 2003 - October 2006
Booz Allen Hamilton March 1996 - October 2003
Aastra December 1993 - March 1996
Drew University September 1988 - October 1993
Drew University September 1984 - August 1988
Education
I3 Learning Center 2007 — 2007
Technical Certification
Avaya Learning Center 2003 — 2005
Technical Certifications
Octel University 1998 — 2003
Technical Certifications
Lucent Technologies Learning Center 1997 — 1997
Technical Certification
Intecom (Aastra) Learning Center 1993 — 1997
Technical Certifications
Drew University 1984 — 1993
Morris County Police & Fire Academy
Special Police Officer 1A
COMSYS March 2009 - Present
Financial Engines February 2007 - August 2008
IAMP/IOU/SAGA/NAUG/MAOUG 1988 - 2007
eCend Manged Systems November 2003 - October 2006
Booz Allen Hamilton March 1996 - October 2003
Aastra December 1993 - March 1996
Drew University September 1988 - October 1993
Drew University September 1984 - August 1988
Education
I3 Learning Center 2007 — 2007
Technical Certification
Avaya Learning Center 2003 — 2005
Technical Certifications
Octel University 1998 — 2003
Technical Certifications
Lucent Technologies Learning Center 1997 — 1997
Technical Certification
Intecom (Aastra) Learning Center 1993 — 1997
Technical Certifications
Drew University 1984 — 1993
Morris County Police & Fire Academy
Special Police Officer 1A
Candice (Comeaux) Shapiro, PHR's Financial Engines Experience July 2014 - Present
Job
Industry Human Resources
Experience
Financial Engines July 2014 - Present
Human Rights Campaign October 2014 - Present
Liaison International November 2011 - July 2014
Tower Insurance Company of New York February 2006 - November 2011
American International Group June 2001 - February 2006
Skills
Ceridian HR/PR Web, ADP PC Payroll, RedCarpet, WingSpan, OpenHire, Advanced Excel, Intermediate Word, Budget Analysis, Budget Preparation, Time Management, Project Management, Ceridian Self-Service, Ceridian Time Solutions, People Click, HR Policies, HRIS, Public Speaking, Conflict Resolution, Employee Relations, Mergers & Acquisitions, Metrics and Analysis, I-9 Compliance, NASM, Recruiting, Payroll, Microsoft Excel, Mergers, Analysis, Ceridian, Microsoft Word, Talent Management, Performance Management, Employee Benefits, Metrics, Employee Engagement, Benefits Administration, Onboarding, Workers Compensation, Organizational..., Process Improvement, Talent Acquisition, Coaching, Succession Planning, Vendor Management, Employment Law, Outlook, Human Resources, Applicant Tracking..., Access, Team Building
Education
Pace University 2008 — 2008
Trinity University 1997 — 2001
Bachelor of Arts
Port Neches-Groves High School 1993 — 1997
High School
Financial Engines July 2014 - Present
Human Rights Campaign October 2014 - Present
Liaison International November 2011 - July 2014
Tower Insurance Company of New York February 2006 - November 2011
American International Group June 2001 - February 2006
Skills
Ceridian HR/PR Web, ADP PC Payroll, RedCarpet, WingSpan, OpenHire, Advanced Excel, Intermediate Word, Budget Analysis, Budget Preparation, Time Management, Project Management, Ceridian Self-Service, Ceridian Time Solutions, People Click, HR Policies, HRIS, Public Speaking, Conflict Resolution, Employee Relations, Mergers & Acquisitions, Metrics and Analysis, I-9 Compliance, NASM, Recruiting, Payroll, Microsoft Excel, Mergers, Analysis, Ceridian, Microsoft Word, Talent Management, Performance Management, Employee Benefits, Metrics, Employee Engagement, Benefits Administration, Onboarding, Workers Compensation, Organizational..., Process Improvement, Talent Acquisition, Coaching, Succession Planning, Vendor Management, Employment Law, Outlook, Human Resources, Applicant Tracking..., Access, Team Building
Education
Pace University 2008 — 2008
Trinity University 1997 — 2001
Bachelor of Arts
Port Neches-Groves High School 1993 — 1997
High School
Margaret Southward's Financial Engines Experience 1998 - 2000
Job Business Support Management at Bank of America
Industry Financial Services
Experience
Bank of America January 2011 - Present
Bank of America December 2009 - January 2011
Financial Engines 1998 - 2000
Netscape Communications 1996 - 1997
Education
Georgian Court College 2006 — 2008
MBA
San Jose State University 1992 — 1994
BA, English
Bank of America January 2011 - Present
Bank of America December 2009 - January 2011
Financial Engines 1998 - 2000
Netscape Communications 1996 - 1997
Education
Georgian Court College 2006 — 2008
MBA
San Jose State University 1992 — 1994
BA, English
Joseph Parlavecchio, CFA's Financial Engines Experience May 2008 - Present
Job Director of Consultant Relations at Financial Engines
Industry Investment Management
Experience
Financial Engines May 2008 - Present
Fidelity Investments March 2002 - May 2008
Fidelity Investments March 2000 - March 2002
Fidelity Investments April 1997 - March 2000
Skills
Retirement Planning, Asset Allocation, Retirement, Investments, Investment Advisory, Pensions, Asset Managment, Investment Strategies, Investment Management, Finance, Alternative Investments, Financial Services, Mutual Funds
Education
Dartmouth College
Financial Engines May 2008 - Present
Fidelity Investments March 2002 - May 2008
Fidelity Investments March 2000 - March 2002
Fidelity Investments April 1997 - March 2000
Skills
Retirement Planning, Asset Allocation, Retirement, Investments, Investment Advisory, Pensions, Asset Managment, Investment Strategies, Investment Management, Finance, Alternative Investments, Financial Services, Mutual Funds
Education
Dartmouth College
Florina Tong's Financial Engines Experience April 2015 - Present
Job Talent Acquisition at Financial Engines
Industry Financial Services
Experience
Financial Engines April 2015 - Present
Calamos Investments August 2014 - March 2015
Morningstar, Inc. January 2012 - August 2014
Morningstar, Inc. 2008 - 2012
Morningstar, Inc. 2004 - 2008
Morningstar, Inc. 2002 - 2004
Morningstar, Inc. 2000 - 2002
Skills
Talent Acquisition, Performance Management, Employee Relations, Organizational..., Compensation Management, Matrix Management, Succession Planning, Onboarding, HRIS, Strategic Planning, New Hire Orientations, Human Resources, Recruiting, Entrepreneurship, Personnel Management
Education
Loyola University Chicago 2005 — 2007
MSHR, Human Resources
Loyola University of Chicago 1996 — 2000
Bachelors of Business Administration, Finance and Economics
Financial Engines April 2015 - Present
Calamos Investments August 2014 - March 2015
Morningstar, Inc. January 2012 - August 2014
Morningstar, Inc. 2008 - 2012
Morningstar, Inc. 2004 - 2008
Morningstar, Inc. 2002 - 2004
Morningstar, Inc. 2000 - 2002
Skills
Talent Acquisition, Performance Management, Employee Relations, Organizational..., Compensation Management, Matrix Management, Succession Planning, Onboarding, HRIS, Strategic Planning, New Hire Orientations, Human Resources, Recruiting, Entrepreneurship, Personnel Management
Education
Loyola University Chicago 2005 — 2007
MSHR, Human Resources
Loyola University of Chicago 1996 — 2000
Bachelors of Business Administration, Finance and Economics
Lynda Frieden's Financial Engines Experience July 2013 - Present
Job Executive Assistant to Chief Investment Officer at Financial Engines
Industry Financial Services
Experience
Financial Engines July 2013 - Present
ACS/Church On The Hill November 2012 - July 2013
SVB Financial Group March 2011 - October 2012
SVB Financial Group November 2008 - March 2011
SVB Financial Group May 2006 - November 2008
Silicon Valley Bank Financial Group May 1999 - May 2006
Skills
Operational Planning, Expense Management, Event Management, Budgets, Relationship Management, Banking, PeopleSoft, Vendor Management, Governance, Financial Analysis, Management, Strategy, Human Resources, Project Management, Project Planning, Risk Management, Process Improvement, Leadership, Portfolio Management
Education
De Anza College
De Anza College
Financial Engines July 2013 - Present
ACS/Church On The Hill November 2012 - July 2013
SVB Financial Group March 2011 - October 2012
SVB Financial Group November 2008 - March 2011
SVB Financial Group May 2006 - November 2008
Silicon Valley Bank Financial Group May 1999 - May 2006
Skills
Operational Planning, Expense Management, Event Management, Budgets, Relationship Management, Banking, PeopleSoft, Vendor Management, Governance, Financial Analysis, Management, Strategy, Human Resources, Project Management, Project Planning, Risk Management, Process Improvement, Leadership, Portfolio Management
Education
De Anza College
De Anza College
Katie Perez's Financial Engines Experience April 2003 - May 2004
Job Executive Assistant; R&D Dept. at Hortonworks
Industry Accounting
Experience
Hortonworks September 2015 - Present
Gigya October 2009 - April 2013
Kelmoore Investment Company October 2007 - October 2008
KTB Ventures June 2004 - September 2005
Financial Engines April 2003 - May 2004
The Enterprise Network August 2002 - April 2003
DCM June 2000 - August 2002
Skills
Salesforce.com, Social Media, Administrative..., Social Networking, Recruiting, SaaS, Microsoft Excel, Start-ups, Social Media Marketing, Human Resources, Microsoft Word, Microsoft Office, Event Planning, Temporary Placement, Talent Acquisition, Outlook, Onboarding, PowerPoint, Event Management, Administrative Work, Contract Negotiation, Sourcing, Benefits Administration, Screening Resumes, CRM, Employee Relations, Staffing Services, Calendaring, Expense Reports, Analytics, Ceridian, Office Equipment, Reference Checking
Education
Foothill College
Santa Rita Elementary
Hortonworks September 2015 - Present
Gigya October 2009 - April 2013
Kelmoore Investment Company October 2007 - October 2008
KTB Ventures June 2004 - September 2005
Financial Engines April 2003 - May 2004
The Enterprise Network August 2002 - April 2003
DCM June 2000 - August 2002
Skills
Salesforce.com, Social Media, Administrative..., Social Networking, Recruiting, SaaS, Microsoft Excel, Start-ups, Social Media Marketing, Human Resources, Microsoft Word, Microsoft Office, Event Planning, Temporary Placement, Talent Acquisition, Outlook, Onboarding, PowerPoint, Event Management, Administrative Work, Contract Negotiation, Sourcing, Benefits Administration, Screening Resumes, CRM, Employee Relations, Staffing Services, Calendaring, Expense Reports, Analytics, Ceridian, Office Equipment, Reference Checking
Education
Foothill College
Santa Rita Elementary
Tin Wu's Financial Engines Experience 2004 - 2006
Job Senior QA Analyst
Industry Computer Software
Experience
Calypso Technology 2012 - 2014
Advent Software 2007 - 2012
NorthStar Systems International 2006 - 2007
Financial Engines 2004 - 2006
Skills
SDLC, Software Development, Scrum, Software Quality..., SQL, SaaS, Testing, Business Analysis, Agile Methodologies, Management, XML, Quality Assurance, Java
Education
Golden Gate University
Master of Business Administration (M.B.A.), Finance
University of California, Berkeley
Bachelor’s Degree, Biochemistry, Molecular & Cell Biology
Calypso Technology 2012 - 2014
Advent Software 2007 - 2012
NorthStar Systems International 2006 - 2007
Financial Engines 2004 - 2006
Skills
SDLC, Software Development, Scrum, Software Quality..., SQL, SaaS, Testing, Business Analysis, Agile Methodologies, Management, XML, Quality Assurance, Java
Education
Golden Gate University
Master of Business Administration (M.B.A.), Finance
University of California, Berkeley
Bachelor’s Degree, Biochemistry, Molecular & Cell Biology
Sunni Wallace's Financial Engines Experience September 2005 - November 2008
Job State Regulatory Compliance Program Coordinator at PayPal
Industry Financial Services
Experience
PayPal June 2013 - Present
AXA Rosenberg June 2011 - May 2013
BlackRock August 2009 - March 2011
Financial Engines September 2005 - November 2008
SVB Alliant, SVB Asset Management April 2002 - September 2005
Silicon Valley Bank January 2001 - September 2005
Silicon Valley Bank January 2001 - January 2002
Accent Mortgage Services, Inc January 1999 - January 2000
Palmer College of Chiropractic January 1998 - January 1999
Skills
Securities, Asset Managment, Financial Services, FINRA, Investment Advisory, SEC filings, SEC, MSB, CA Department of..., Department of Financial..., Licensing, State Regualtory..., Capital Markets, Securities Regulation, Mutual Funds, Asset Management, Alternative Investments, Investments, AML, Loans, Risk Management
Education
Santa Clara High School 1992 — 1996
De Anza College
PayPal June 2013 - Present
AXA Rosenberg June 2011 - May 2013
BlackRock August 2009 - March 2011
Financial Engines September 2005 - November 2008
SVB Alliant, SVB Asset Management April 2002 - September 2005
Silicon Valley Bank January 2001 - September 2005
Silicon Valley Bank January 2001 - January 2002
Accent Mortgage Services, Inc January 1999 - January 2000
Palmer College of Chiropractic January 1998 - January 1999
Skills
Securities, Asset Managment, Financial Services, FINRA, Investment Advisory, SEC filings, SEC, MSB, CA Department of..., Department of Financial..., Licensing, State Regualtory..., Capital Markets, Securities Regulation, Mutual Funds, Asset Management, Alternative Investments, Investments, AML, Loans, Risk Management
Education
Santa Clara High School 1992 — 1996
De Anza College
Geetha Kodandaraman's Financial Engines Experience February 2011 - Present
Job Sr. Software Engieer at Financial Engines
Industry Information Technology and Services
Experience
Financial Engines February 2011 - Present
AT&T January 2008 - February 2011
Skills
J2SE, J2EE, Struts, Spring, XML, SQL, Hibernate, JUnit, JMock, HTML, CSS, JSP, JS, YUI, AJAX, JSON, jQuery, Hudson, Sonar, SDLC, Software Development, JavaScript, Unix, Java Enterprise Edition, Agile Methodologies, Apache, Spring Framework
Education
San Jose State University 2005 — 2008
M.S., Software Engineering
Jawaharlal Nehru Technological University 1997 — 2001
BTech, Engineering
Financial Engines February 2011 - Present
AT&T January 2008 - February 2011
Skills
J2SE, J2EE, Struts, Spring, XML, SQL, Hibernate, JUnit, JMock, HTML, CSS, JSP, JS, YUI, AJAX, JSON, jQuery, Hudson, Sonar, SDLC, Software Development, JavaScript, Unix, Java Enterprise Edition, Agile Methodologies, Apache, Spring Framework
Education
San Jose State University 2005 — 2008
M.S., Software Engineering
Jawaharlal Nehru Technological University 1997 — 2001
BTech, Engineering
Deepam Agarwal's Financial Engines Experience January 2014 - Present
Job Analytics @ Financial Engines
Industry Marketing and Advertising
Experience
Financial Engines January 2014 - Present
Financial Engines December 2009 - December 2013
OgilvyWest January 2009 - December 2009
Washington Mutual Card Services April 2007 - January 2009
Health Dialog 2004 - 2007
AAA Auto Club South May 2004 - November 2004
Skills
Problem Solving, Data Analysis, Marketing Strategy, Excel, Analytics, SAS, Segmentation, Data Mining, Predictive Modeling, Product Management, Database Marketing, SAS programming, Business Analysis, Project Management, Business Intelligence, CRM, Market Research, SQL, Cross-functional Team..., Management, Analysis, Marketing Analytics, Competitive Analysis, Quality Assurance, Customer Insight
Education
University of South Florida 2001 — 2004
MS, Computer Science
Delhi University 1997 — 2001
Bachelors in information sciences, Computer Science
Delhi Public School Mathura Road 1984 — 1996
Financial Engines January 2014 - Present
Financial Engines December 2009 - December 2013
OgilvyWest January 2009 - December 2009
Washington Mutual Card Services April 2007 - January 2009
Health Dialog 2004 - 2007
AAA Auto Club South May 2004 - November 2004
Skills
Problem Solving, Data Analysis, Marketing Strategy, Excel, Analytics, SAS, Segmentation, Data Mining, Predictive Modeling, Product Management, Database Marketing, SAS programming, Business Analysis, Project Management, Business Intelligence, CRM, Market Research, SQL, Cross-functional Team..., Management, Analysis, Marketing Analytics, Competitive Analysis, Quality Assurance, Customer Insight
Education
University of South Florida 2001 — 2004
MS, Computer Science
Delhi University 1997 — 2001
Bachelors in information sciences, Computer Science
Delhi Public School Mathura Road 1984 — 1996
Jackie Hipps's Financial Engines Experience 2006 - 2008
Job Financial Services and Operations Executive
Industry Financial Services
Experience
Financial Engines 2006 - 2008
Financial Engines 2005 - 2006
Financial Engines 2004 - 2005
Charles Schwab 1978 - 2002
Charles Schwab 1978 - 2002
Charles Schwab 1978 - 2002
Charles Schwab 1978 - 2002
Charles Schwab 1978 - 2002
Skills
Call Center, Risk Management, Investments, Vendor Management, Compliance, Brokerage Operations, Retirement Services, Print Management, Asset Management..., Project Management, Trade Settlements, Restricted Stock/Stock..., Client Implementations, Collections Management, Fraud Investigations, Implementing Change, Scalability, Brokers, Fraud, Investment Management, Call Centers, Financial Services, Process Improvement, Coaching, Retirement, Executive Management, Securities, Management, Settlement, Relationship Management, Team Management, Equities, Series 7, Series 63, FINRA, Wealth Management, Asset Management, Fixed Income, Strategic Financial..., Investment Advisory, Asset Allocation, Finance, Trading, Retirement Planning, Capital Markets, Options, Hedge Funds, Alternative Investments, Derivatives, Investment Strategies
Education
Northeastern University
B.S., Business Adminstration
Financial Engines 2006 - 2008
Financial Engines 2005 - 2006
Financial Engines 2004 - 2005
Charles Schwab 1978 - 2002
Charles Schwab 1978 - 2002
Charles Schwab 1978 - 2002
Charles Schwab 1978 - 2002
Charles Schwab 1978 - 2002
Skills
Call Center, Risk Management, Investments, Vendor Management, Compliance, Brokerage Operations, Retirement Services, Print Management, Asset Management..., Project Management, Trade Settlements, Restricted Stock/Stock..., Client Implementations, Collections Management, Fraud Investigations, Implementing Change, Scalability, Brokers, Fraud, Investment Management, Call Centers, Financial Services, Process Improvement, Coaching, Retirement, Executive Management, Securities, Management, Settlement, Relationship Management, Team Management, Equities, Series 7, Series 63, FINRA, Wealth Management, Asset Management, Fixed Income, Strategic Financial..., Investment Advisory, Asset Allocation, Finance, Trading, Retirement Planning, Capital Markets, Options, Hedge Funds, Alternative Investments, Derivatives, Investment Strategies
Education
Northeastern University
B.S., Business Adminstration
Charmie Maniar's Financial Engines Experience November 2014 - Present
Job Software Developer
Industry Computer Software
Experience
Financial Engines November 2014 - Present
The MathWorks November 2012 - Present
The MathWorks February 2011 - November 2012
The MathWorks February 2011 - May 2011
University of Florida July 2010 - December 2010
Skills
C, C++, Java, Lisp, Prolog, Second Life, OpenGL, Matlab, PHP, Perl, HTML, CSS, JSP, ASP, JavaScript, Mason, Linux, Windows, Windows Server, Struts
Education
University of Florida 2009 — 2011
Master of Science, Computer Engineering
National Institute of Technology Surat 2005 — 2009
B-Tech in Computer Engineering, Computer Engineering
Financial Engines November 2014 - Present
The MathWorks November 2012 - Present
The MathWorks February 2011 - November 2012
The MathWorks February 2011 - May 2011
University of Florida July 2010 - December 2010
Skills
C, C++, Java, Lisp, Prolog, Second Life, OpenGL, Matlab, PHP, Perl, HTML, CSS, JSP, ASP, JavaScript, Mason, Linux, Windows, Windows Server, Struts
Education
University of Florida 2009 — 2011
Master of Science, Computer Engineering
National Institute of Technology Surat 2005 — 2009
B-Tech in Computer Engineering, Computer Engineering
Yuanyuan (陈元元) Stout's Financial Engines Experience January 2007 - October 2007
Job Licensed Acupuncturist /Traditional Chinese Medicine Practitioner
Industry Alternative Medicine
Experience
Financial Engines January 2007 - October 2007
Virgin Mobile June 2004 - October 2006
ThoughtWorks May 1999 - August 2002
Education
Five Branches Institute College of Traditional Chinese Medicine 2007 — 2010
MS
The Ohio State University 1996 — 1999
MS, Computer Science
Peking University 1991 — 1996
BS, Biology
Financial Engines January 2007 - October 2007
Virgin Mobile June 2004 - October 2006
ThoughtWorks May 1999 - August 2002
Education
Five Branches Institute College of Traditional Chinese Medicine 2007 — 2010
MS
The Ohio State University 1996 — 1999
MS, Computer Science
Peking University 1991 — 1996
BS, Biology
Fritzi Borja's Financial Engines Experience April 2014 - Present
Job Senior Staff Engineer/Architect at Financial Engines
Industry Computer Software
Experience
Financial Engines April 2014 - Present
Financial Engines April 2011 - Present
Financial Engines February 2008 - April 2011
First Franklin June 2001 - 2008
Skills
Spring, Java, Agile Methodologies, SOA, Java Enterprise Edition, Tomcat, Servlets, Integration, JUnit, Linux, Microsoft SQL Server, Weblogic, Enterprise Software, Unix, SQL, XML, Cloud Computing, Struts, JSP, Hibernate, Software Engineering, Software Development, Distributed Systems, SOAP, Web Applications, Ant, Oracle, Web Services, REST
Education
San Jose State University 2006 — 2009
MS, Software Engineering
Polytechnic University of the Philippines 1997 — 2001
BS, Computer Science
Financial Engines April 2014 - Present
Financial Engines April 2011 - Present
Financial Engines February 2008 - April 2011
First Franklin June 2001 - 2008
Skills
Spring, Java, Agile Methodologies, SOA, Java Enterprise Edition, Tomcat, Servlets, Integration, JUnit, Linux, Microsoft SQL Server, Weblogic, Enterprise Software, Unix, SQL, XML, Cloud Computing, Struts, JSP, Hibernate, Software Engineering, Software Development, Distributed Systems, SOAP, Web Applications, Ant, Oracle, Web Services, REST
Education
San Jose State University 2006 — 2009
MS, Software Engineering
Polytechnic University of the Philippines 1997 — 2001
BS, Computer Science
Tony Yiu, CFA's Financial Engines Experience August 2012 - Present
Job Senior Research Analyst at Financial Engines
Industry Financial Services
Experience
Financial Engines August 2012 - Present
Teacher Retirement System of Texas July 2010 - July 2012
Teacher Retirement System of Texas June 2009 - August 2009
United Microelectronics Corporation (UMC) August 2005 - June 2008
Skills
Portfolio Management, Financial Modeling, Investments, Bloomberg, Financial Analysis, Data Analysis, VBA, Fixed Income, Quantitative Analytics, Matlab, SQL, Asset Managment, Asset Allocation, Tactical Asset..., Microsoft Excel, R
Education
Jones Graduate School of Business, Rice University 2008 — 2010
MBA, Finance
University of California, Berkeley 2001 — 2005
BS, Electrical Engineering and Computer Science
Saratoga High School 1997 — 2001
Harker School
Financial Engines August 2012 - Present
Teacher Retirement System of Texas July 2010 - July 2012
Teacher Retirement System of Texas June 2009 - August 2009
United Microelectronics Corporation (UMC) August 2005 - June 2008
Skills
Portfolio Management, Financial Modeling, Investments, Bloomberg, Financial Analysis, Data Analysis, VBA, Fixed Income, Quantitative Analytics, Matlab, SQL, Asset Managment, Asset Allocation, Tactical Asset..., Microsoft Excel, R
Education
Jones Graduate School of Business, Rice University 2008 — 2010
MBA, Finance
University of California, Berkeley 2001 — 2005
BS, Electrical Engineering and Computer Science
Saratoga High School 1997 — 2001
Harker School
Aaron Andalman's Financial Engines Experience October 1999 - June 2002
Job Chief Science Officer and Postdoctoral Scholar
Industry Research
Experience
cogNative June 2015 - Present
Stanford University February 2011 - Present
Massachusetts Institute of Technology (MIT) September 2009 - August 2010
Massachusetts Institute of Technology (MIT) September 2002 - August 2009
True Materials 2008 - 2008
Financial Engines October 1999 - June 2002
PARC June 1999 - August 1999
Thinkmap June 1998 - August 1998
Carnegie Institution for Science May 1994 - September 1996
Skills
Neuroscience, Matlab, Machine Learning, Science, Artificial Intelligence, Molecular Biology, Python, Bioengineering, Java, Optogenetics, Optics, Artificial Neural..., Neural Networks, Reinforcement Learning, Experimental Design, Technical Presentations, Microscopy, Two-photon Microscopy, Data Analysis, Algorithms, Statistics, Research, Life Sciences
Education
Massachusetts Institute of Technology 2002 — 2009
Doctor of Philosophy (Ph.D.), Neuroscience, GPA 4.9/5.0
Stanford University 1995 — 1999
Bachelor’s Degree, Computer Science, GPA 3.9/4.0; Within Major 4.0/4.0
Montgomery Blair High School 1991 — 1995
High School, Science, Mathematics, and Computer Science Magnet Program
cogNative June 2015 - Present
Stanford University February 2011 - Present
Massachusetts Institute of Technology (MIT) September 2009 - August 2010
Massachusetts Institute of Technology (MIT) September 2002 - August 2009
True Materials 2008 - 2008
Financial Engines October 1999 - June 2002
PARC June 1999 - August 1999
Thinkmap June 1998 - August 1998
Carnegie Institution for Science May 1994 - September 1996
Skills
Neuroscience, Matlab, Machine Learning, Science, Artificial Intelligence, Molecular Biology, Python, Bioengineering, Java, Optogenetics, Optics, Artificial Neural..., Neural Networks, Reinforcement Learning, Experimental Design, Technical Presentations, Microscopy, Two-photon Microscopy, Data Analysis, Algorithms, Statistics, Research, Life Sciences
Education
Massachusetts Institute of Technology 2002 — 2009
Doctor of Philosophy (Ph.D.), Neuroscience, GPA 4.9/5.0
Stanford University 1995 — 1999
Bachelor’s Degree, Computer Science, GPA 3.9/4.0; Within Major 4.0/4.0
Montgomery Blair High School 1991 — 1995
High School, Science, Mathematics, and Computer Science Magnet Program
Renu Kathail's Financial Engines Experience May 2014 - Present
Job Senior Product Manager at Financial Engines
Industry Financial Services
Experience
Financial Engines May 2014 - Present
Skills
Software Development, Cross-functional Team..., Strategy, Product Management, Integration, Customer Experience, Business Analysis, Project Management, Testing, Data Analysis, Management, Business Process
Education
Massachusetts Institute of Technology
Master of Science (MS)
National Institute of Design
Bachelor's
Financial Engines May 2014 - Present
Skills
Software Development, Cross-functional Team..., Strategy, Product Management, Integration, Customer Experience, Business Analysis, Project Management, Testing, Data Analysis, Management, Business Process
Education
Massachusetts Institute of Technology
Master of Science (MS)
National Institute of Design
Bachelor's
Raymond Sims's Financial Engines Experience November 1999 - Present
Job EVP & CFO at Financial Engines
Industry Financial Services
Experience
Financial Engines November 1999 - Present
Raychem Corporation 1981 - 1999
Bain & Company 1975 - 1980
Skills
Investments, IPO, Mergers, Financial Analysis, Strategic Financial..., Strategic Planning, Business Strategy, Risk Management, Investor Relations, Investment Portfolio, Audit Committee, Roadshows, Accounting, Mergers & Acquisitions, Strategy, Executive Management, Financial Modeling, Corporate Finance, Start-ups, Valuation, Financial Services, Portfolio Management, Capital Markets, Asset Management, Finance, Venture Capital, Investment Management, Private Equity, Due Diligence, Corporate Development, Financial Planning
Education
Harvard Business School 1974 — 1976
MBA, Finance
Lehigh University 1967 — 1971
BS, Business & Economics
Financial Engines November 1999 - Present
Raychem Corporation 1981 - 1999
Bain & Company 1975 - 1980
Skills
Investments, IPO, Mergers, Financial Analysis, Strategic Financial..., Strategic Planning, Business Strategy, Risk Management, Investor Relations, Investment Portfolio, Audit Committee, Roadshows, Accounting, Mergers & Acquisitions, Strategy, Executive Management, Financial Modeling, Corporate Finance, Start-ups, Valuation, Financial Services, Portfolio Management, Capital Markets, Asset Management, Finance, Venture Capital, Investment Management, Private Equity, Due Diligence, Corporate Development, Financial Planning
Education
Harvard Business School 1974 — 1976
MBA, Finance
Lehigh University 1967 — 1971
BS, Business & Economics
Swarna Kondapalli's Financial Engines Experience June 2012 - Present
Job software engineer
Industry Computer Software
Experience
Financial Engines June 2012 - Present
Wells Fargo March 2010 - February 2012
Surplus Line Association of California September 2008 - February 2010
Clearwire February 2008 - September 2008
Skills
Spring, Java Enterprise Edition, JSP, JUnit, Hibernate, Ant, Tomcat, Scrum, Agile Methodologies
Education
Jawaharlal Nehru Technological University
Financial Engines June 2012 - Present
Wells Fargo March 2010 - February 2012
Surplus Line Association of California September 2008 - February 2010
Clearwire February 2008 - September 2008
Skills
Spring, Java Enterprise Edition, JSP, JUnit, Hibernate, Ant, Tomcat, Scrum, Agile Methodologies
Education
Jawaharlal Nehru Technological University
Dominica Ribeiro's Financial Engines Experience July 2014 - Present
Job Experienced institutional marketing and events executive, Financial Engines
Industry Financial Services
Experience
Financial Engines July 2014 - Present
Fidelity Investments January 2014 - July 2014
Pyramis Global Advisors June 2011 - December 2013
Pyramis Global Advisors December 2006 - June 2011
Fidelity Investments June 2000 - December 2006
Putnam Investments September 1994 - June 2000
Skills
Fixed Income, Bond Markets, Money Market, Asset Management, Mutual Funds, ETFs, Thought Leadership, Direct Marketing, Marketing Communications, Corporate Communications, Salesforce.com, Product Marketing, Relationship Management, Securities, Market Analysis, Investments, Institutional..., Financial Services, FINRA, Asset Allocation, Business Relationship..., Project Management, Alternative Investments, Strategy, Management, Marketing, Equities, Cross-functional Team..., Process Improvement
Education
Lesley University 2002 — 2004
Masters, Management
Lesley University 1999 — 2001
Bachelor's Degree, Management
Dean College 1994 — 1999
Associate's Degree, Computer Support
Financial Engines July 2014 - Present
Fidelity Investments January 2014 - July 2014
Pyramis Global Advisors June 2011 - December 2013
Pyramis Global Advisors December 2006 - June 2011
Fidelity Investments June 2000 - December 2006
Putnam Investments September 1994 - June 2000
Skills
Fixed Income, Bond Markets, Money Market, Asset Management, Mutual Funds, ETFs, Thought Leadership, Direct Marketing, Marketing Communications, Corporate Communications, Salesforce.com, Product Marketing, Relationship Management, Securities, Market Analysis, Investments, Institutional..., Financial Services, FINRA, Asset Allocation, Business Relationship..., Project Management, Alternative Investments, Strategy, Management, Marketing, Equities, Cross-functional Team..., Process Improvement
Education
Lesley University 2002 — 2004
Masters, Management
Lesley University 1999 — 2001
Bachelor's Degree, Management
Dean College 1994 — 1999
Associate's Degree, Computer Support
Mary DeBaets Stivender's Financial Engines Experience January 2009 - March 2010
Job Assistant Director, Direct Marketing at UC Berkeley
Industry Marketing and Advertising
Experience
UC Berkeley January 2014 - Present
UC Berkeley March 2010 - January 2014
Alamo School/St. Isidore Church 2001 - 2012
Financial Engines January 2009 - March 2010
DHL Worldwide Express 1991 - 1996
Hyatt Regency Lake Tahoe 1987 - 1990
Skills
Social Media, Event Management, Strategy, Program Management, Public Relations, Sales, Brand Management
Education
University of California, Los Angeles 1981 — 1985
Communications, Business management concentration
La Trobe University
La Trobe University
Lemoore High School
UC Berkeley January 2014 - Present
UC Berkeley March 2010 - January 2014
Alamo School/St. Isidore Church 2001 - 2012
Financial Engines January 2009 - March 2010
DHL Worldwide Express 1991 - 1996
Hyatt Regency Lake Tahoe 1987 - 1990
Skills
Social Media, Event Management, Strategy, Program Management, Public Relations, Sales, Brand Management
Education
University of California, Los Angeles 1981 — 1985
Communications, Business management concentration
La Trobe University
La Trobe University
Lemoore High School
Tara Winey's Financial Engines Experience May 2008 - Present
Job Senior Project Manager at Financial Engines
Industry Financial Services
Experience
Financial Engines May 2008 - Present
The Vanguard Group October 1997 - November 2004
Innovative Technology Systems, Inc June 1992 - February 1995
Skills
Financial Services, Vendor Management, Process Improvement, Cross-functional Team..., Project Management, Program Management, SDLC, Visio, Risk Management, Agile Methodologies, Product Management, Business Analysis, Investments, Integration, Customer Experience, Change Management, Strategic Financial..., Benefits Management, Employee Benefits Design, Profit Optimization, Human Resources, Software Project..., Team Leadership, Call Center, PMO, Management, Business Strategy, Business Development, Strategic Planning, New Business Development, Leadership, Start-ups, Project Portfolio..., Business Process..., PMP, Strategy, Business Process, Team Building, Relationship Management, Team Management, Business Planning, Organizational..., Finance, Analysis, Manage Client..., Six Sigma, Process Engineering, Sales Management, Business Intelligence, CRM
Education
Hawaii Pacific University 1989 — 1993
B.S., Management
Financial Engines May 2008 - Present
The Vanguard Group October 1997 - November 2004
Innovative Technology Systems, Inc June 1992 - February 1995
Skills
Financial Services, Vendor Management, Process Improvement, Cross-functional Team..., Project Management, Program Management, SDLC, Visio, Risk Management, Agile Methodologies, Product Management, Business Analysis, Investments, Integration, Customer Experience, Change Management, Strategic Financial..., Benefits Management, Employee Benefits Design, Profit Optimization, Human Resources, Software Project..., Team Leadership, Call Center, PMO, Management, Business Strategy, Business Development, Strategic Planning, New Business Development, Leadership, Start-ups, Project Portfolio..., Business Process..., PMP, Strategy, Business Process, Team Building, Relationship Management, Team Management, Business Planning, Organizational..., Finance, Analysis, Manage Client..., Six Sigma, Process Engineering, Sales Management, Business Intelligence, CRM
Education
Hawaii Pacific University 1989 — 1993
B.S., Management
Patrick Hooker's Financial Engines Experience January 2013 - January 2015
Job Contractor (Aerotek) Inbound Advisor at Financial Engines
Industry Financial Services
Experience
UPS 2015 - Present
Financial Engines January 2013 - January 2015
TEKsystems January 2012 - January 2013
Merrill Edge June 2011 - December 2011
Shurwest Financial Group September 2010 - June 2011
Ameriprise Financial Services, Inc. January 2009 - January 2010
ING Mutual Funds May 2006 - October 2008
E*TRADE Financial February 2005 - May 2006
Charles Schwab February 2004 - January 2005
Skills
Mutual Funds, Retirement Planning, Strategic Financial..., Investments, Prospecting Skills, Investment Management, Alternative Investments, Annuities, Fixed Income, Portfolio Management, Sales, Sales Presentations, ETFs, Stocks, Sales Management, Wholesaling Mutual Funds, Cold Calling, Call Center, Consultative Selling..., Business Development, Product Marketing, Sales Territory..., Wholesaling, Series 7, Series 65, Series 63, B2B Sales, Account Management, Fixed Annuities, Financial Services, Financial Planning
Education
Northern Arizona University 1991 — 1994
B.S., Economics, Business Administration
UPS 2015 - Present
Financial Engines January 2013 - January 2015
TEKsystems January 2012 - January 2013
Merrill Edge June 2011 - December 2011
Shurwest Financial Group September 2010 - June 2011
Ameriprise Financial Services, Inc. January 2009 - January 2010
ING Mutual Funds May 2006 - October 2008
E*TRADE Financial February 2005 - May 2006
Charles Schwab February 2004 - January 2005
Skills
Mutual Funds, Retirement Planning, Strategic Financial..., Investments, Prospecting Skills, Investment Management, Alternative Investments, Annuities, Fixed Income, Portfolio Management, Sales, Sales Presentations, ETFs, Stocks, Sales Management, Wholesaling Mutual Funds, Cold Calling, Call Center, Consultative Selling..., Business Development, Product Marketing, Sales Territory..., Wholesaling, Series 7, Series 65, Series 63, B2B Sales, Account Management, Fixed Annuities, Financial Services, Financial Planning
Education
Northern Arizona University 1991 — 1994
B.S., Economics, Business Administration
Supraja Yaramaka's Financial Engines Experience February 2011 - Present
Job Reporting analyst at Financial Engines
Industry Financial Services
Experience
Financial Engines February 2011 - Present
kaiser permanente IT, Pleasanton August 2009 - February 2011
Financial engines October 2003 - December 2008
Scientific Learning corporation 1999 - 2002
Education
Osmania University 1992 — 1995
MCA
Financial Engines February 2011 - Present
kaiser permanente IT, Pleasanton August 2009 - February 2011
Financial engines October 2003 - December 2008
Scientific Learning corporation 1999 - 2002
Education
Osmania University 1992 — 1995
MCA
Paul Bitterman's Financial Engines Experience December 2012 - March 2014
Job IT Program Manager II at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2014 - Present
Financial Engines December 2012 - March 2014
Financial Engines May 2009 - December 2012
Financial Engines July 2007 - May 2009
Fidelity Investments July 2006 - April 2007
Fidelity Investments January 2001 - June 2006
Skills
Project Management, People Development, Defined Benefit, Defined Contribution, Retirement Benefits, Change Management, Team Leadership, Project Portfolio..., Cross-functional Team..., Multi-site Teams, Benefit Cost Analysis, Business Analysis, Financial Services, Start-ups, Management, PMO, Analysis, Strategy, Process Improvement, CRM, Vendor Management
Education
Suffolk University - Sawyer Business School 2003 — 2004
MBA, Executive Program
DePaul University 1984 — 1989
Bachelor of Science (BS), Finance
Fenwick High School 1980 — 1984
St. Vincent Ferrer
TIAA-CREF March 2014 - Present
Financial Engines December 2012 - March 2014
Financial Engines May 2009 - December 2012
Financial Engines July 2007 - May 2009
Fidelity Investments July 2006 - April 2007
Fidelity Investments January 2001 - June 2006
Skills
Project Management, People Development, Defined Benefit, Defined Contribution, Retirement Benefits, Change Management, Team Leadership, Project Portfolio..., Cross-functional Team..., Multi-site Teams, Benefit Cost Analysis, Business Analysis, Financial Services, Start-ups, Management, PMO, Analysis, Strategy, Process Improvement, CRM, Vendor Management
Education
Suffolk University - Sawyer Business School 2003 — 2004
MBA, Executive Program
DePaul University 1984 — 1989
Bachelor of Science (BS), Finance
Fenwick High School 1980 — 1984
St. Vincent Ferrer
Omar Aguilar's Financial Engines Experience May 2009 - May 2011
Job Chief Investment Officer (CIO) at Charles Schwab Investment Management
Industry Investment Management
Experience
Charles Schwab Investment Management May 2011 - Present
Financial Engines May 2009 - May 2011
ING June 2004 - February 2009
Lehman Brothers February 2002 - May 2004
Merrill Lynch Investment Managers September 1999 - February 2002
Bankers Trust August 1996 - June 1999
Skills
Portfolio Optimization, Asset Allocation, Portfolio Management, Quantitative Research, Bayesian statistics
Education
Duke University 1994 — 1998
PhD, Statistics and Decision Sciences
Duke University 1994 — 1996
MS, Statistics and Decision Sciences
Instituto Tecnológico Autónomo de México 1988 — 1992
BS, Actuarial Sciences
Charles Schwab Investment Management May 2011 - Present
Financial Engines May 2009 - May 2011
ING June 2004 - February 2009
Lehman Brothers February 2002 - May 2004
Merrill Lynch Investment Managers September 1999 - February 2002
Bankers Trust August 1996 - June 1999
Skills
Portfolio Optimization, Asset Allocation, Portfolio Management, Quantitative Research, Bayesian statistics
Education
Duke University 1994 — 1998
PhD, Statistics and Decision Sciences
Duke University 1994 — 1996
MS, Statistics and Decision Sciences
Instituto Tecnológico Autónomo de México 1988 — 1992
BS, Actuarial Sciences
Janet Pratt's Financial Engines Experience August 2006 - Present
Job Sr. Retirement Plan Specialist at Financial Engines
Industry Financial Services
Experience
Financial Engines August 2006 - Present
Bangor Savings Bank December 1995 - August 2006
Fleet Bank November 1992 - December 1995
Kostin, Ruffkess & Company, LLC April 1988 - November 1992
Connecticut Mutual Life August 1984 - April 1988
Williams & Brooke May 1983 - August 1984
Connecticut Mutual May 1982 - May 1983
Reid & Riege January 1977 - May 1982
Skills
401k, Retirement, Asset Allocation, Retirement Planning, Defined Benefit, Defined Contribution, Employee Benefits
Education
The University of Connecticut School of Law 1979 — 1983
JD
Franklin & Marshall College 1969 — 1973
BA, American Studies
Financial Engines August 2006 - Present
Bangor Savings Bank December 1995 - August 2006
Fleet Bank November 1992 - December 1995
Kostin, Ruffkess & Company, LLC April 1988 - November 1992
Connecticut Mutual Life August 1984 - April 1988
Williams & Brooke May 1983 - August 1984
Connecticut Mutual May 1982 - May 1983
Reid & Riege January 1977 - May 1982
Skills
401k, Retirement, Asset Allocation, Retirement Planning, Defined Benefit, Defined Contribution, Employee Benefits
Education
The University of Connecticut School of Law 1979 — 1983
JD
Franklin & Marshall College 1969 — 1973
BA, American Studies
Seamus Ryan, CFA's Financial Engines Experience December 2005 - July 2008
Job VP, Sr. Credit Analyst at GW&K Investment Management
Industry Financial Services
Experience
GW&K Investment Management May 2015 - Present
Standard & Poor's July 2010 - May 2015
Financial Engines December 2005 - July 2008
Detwiler Fenton May 2005 - November 2005
Skills
Valuation, Equity Research, Financial Modeling, Fixed Income, Equities, Bloomberg, Credit Analysis, Corporate Finance, Financial Analysis, Capital Markets, Credit Risk, High Yield Bonds, Leveraged Finance, Commodity Chemicals
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
Harvard University 1997 — 2001
GW&K Investment Management May 2015 - Present
Standard & Poor's July 2010 - May 2015
Financial Engines December 2005 - July 2008
Detwiler Fenton May 2005 - November 2005
Skills
Valuation, Equity Research, Financial Modeling, Fixed Income, Equities, Bloomberg, Credit Analysis, Corporate Finance, Financial Analysis, Capital Markets, Credit Risk, High Yield Bonds, Leveraged Finance, Commodity Chemicals
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
Harvard University 1997 — 2001
Rahul Shihorkar's Financial Engines Experience January 2014 - May 2015
Job Performance Engineer at Workday
Industry Computer Software
Experience
Workday May 2015 - Present
Financial Engines January 2014 - May 2015
Cognizant Technology Solutions May 2010 - January 2014
Madison Square Garden - Cablevision September 2009 - December 2009
Skills
C, Quality Center, Requirements Analysis, Unix, Web Services, Java, XML, Software Project..., SDLC, Unix Shell Scripting, Core Java, C#, Linux, Shell Scripting, C, SQL, VSS, Web Technologies, Big Data, Management, PL/SQL, Java Enterprise Edition, LoadRunner, Performance Testing, Silk Performer, Load Testing, Performance Engineering, Stress Testing
Education
New York Institute of Technology 2008 — 2010
Master, Computer Science
Workday May 2015 - Present
Financial Engines January 2014 - May 2015
Cognizant Technology Solutions May 2010 - January 2014
Madison Square Garden - Cablevision September 2009 - December 2009
Skills
C, Quality Center, Requirements Analysis, Unix, Web Services, Java, XML, Software Project..., SDLC, Unix Shell Scripting, Core Java, C#, Linux, Shell Scripting, C, SQL, VSS, Web Technologies, Big Data, Management, PL/SQL, Java Enterprise Edition, LoadRunner, Performance Testing, Silk Performer, Load Testing, Performance Engineering, Stress Testing
Education
New York Institute of Technology 2008 — 2010
Master, Computer Science
Kalpana Mishra's Financial Engines Experience January 2007 - November 2008
Job Sr. QA Analyst
Industry Computer Software
Experience
Verizon Wireless 2009 - Present
Verizon Wireless 2009 - 2013
Financial Engines January 2007 - November 2008
Skills
Software Quality..., SQL, Agile Methodologies, GIS, Remote Sensing, Requirements Analysis, Automation, Mobility Testing, Test Planning, Quality Assurance, Testing, Quality Center, Test Automation, QTP, User Acceptance Testing, HP Quality Center
Education
Indian Institute of Technology, Roorkee 1991 — 1994
M.Tech, Earth Sciences
Gujarat University 1988 — 1991
BSc, Geology
Mount Carmel Convent School
High School
Stevens Institute of Technology
Verizon Wireless 2009 - Present
Verizon Wireless 2009 - 2013
Financial Engines January 2007 - November 2008
Skills
Software Quality..., SQL, Agile Methodologies, GIS, Remote Sensing, Requirements Analysis, Automation, Mobility Testing, Test Planning, Quality Assurance, Testing, Quality Center, Test Automation, QTP, User Acceptance Testing, HP Quality Center
Education
Indian Institute of Technology, Roorkee 1991 — 1994
M.Tech, Earth Sciences
Gujarat University 1988 — 1991
BSc, Geology
Mount Carmel Convent School
High School
Stevens Institute of Technology
Jane Hutchens's Financial Engines Experience 2008 - 2009
Job Document Specialist at Wilson Sonsini Goodrich & Rosati
Industry Executive Office
Experience
Wilson Sonsini Goodrich & Rosati 2013 - Present
Seiler LLP 2009 - 2012
Financial Engines 2008 - 2009
ActivIdentity June 2006 - September 2008
Emerald Packaging Inc. March 2005 - May 2006
McPharlin Sprinkles & Thomas LLP June 2002 - November 2004
Fenwick and West September 1985 - January 2002
Zoecon Corporation February 1980 - September 1985
Skills
General Office Duties, Customer Service, Database Administration, Proofreading, Attention To Detail, File Management, Office Equipment, Timeslips, Expense Reports, Travel Arrangements, Microsoft Office 2003, Microsoft Office 2007, Microsoft Office 2010, Editing, Outlook, Organizing, Teamwork
Education
Foothill College 1983 — 1985
AA, Business
Wilson Sonsini Goodrich & Rosati 2013 - Present
Seiler LLP 2009 - 2012
Financial Engines 2008 - 2009
ActivIdentity June 2006 - September 2008
Emerald Packaging Inc. March 2005 - May 2006
McPharlin Sprinkles & Thomas LLP June 2002 - November 2004
Fenwick and West September 1985 - January 2002
Zoecon Corporation February 1980 - September 1985
Skills
General Office Duties, Customer Service, Database Administration, Proofreading, Attention To Detail, File Management, Office Equipment, Timeslips, Expense Reports, Travel Arrangements, Microsoft Office 2003, Microsoft Office 2007, Microsoft Office 2010, Editing, Outlook, Organizing, Teamwork
Education
Foothill College 1983 — 1985
AA, Business
Eric Faust, CFP®'s Financial Engines Experience April 2010 - Present
Job Investment Advisor at Financial Engines
Industry Financial Services
Experience
Financial Engines April 2010 - Present
Chase Investment Services November 2009 - April 2010
USAA January 2005 - June 2009
Merrill Lynch June 2000 - November 2004
Simmons & Bishop October 1994 - June 2000
Olde Discount February 1992 - September 1994
Skills
Financial Planning, Portfolio Management, Derivatives, Team Leadership, Time Management, Retirement Planning, Risk Management, Securities, Wealth Management, Annuities, Retirement Income..., Equities, Fixed Income, Mutual Funds, Estate Planning, Asset Allocation, Investment Strategies, Insurance, Options, Series 65, IRAs, Investment Management, Financial Services, Strategic Financial..., Fixed Annuities, Wealth, Financial Advisory, Call Centers, 401k, Sales Management, Bonds, Business Development
Education
Michigan State University
BS, Financial Administration
Financial Engines April 2010 - Present
Chase Investment Services November 2009 - April 2010
USAA January 2005 - June 2009
Merrill Lynch June 2000 - November 2004
Simmons & Bishop October 1994 - June 2000
Olde Discount February 1992 - September 1994
Skills
Financial Planning, Portfolio Management, Derivatives, Team Leadership, Time Management, Retirement Planning, Risk Management, Securities, Wealth Management, Annuities, Retirement Income..., Equities, Fixed Income, Mutual Funds, Estate Planning, Asset Allocation, Investment Strategies, Insurance, Options, Series 65, IRAs, Investment Management, Financial Services, Strategic Financial..., Fixed Annuities, Wealth, Financial Advisory, Call Centers, 401k, Sales Management, Bonds, Business Development
Education
Michigan State University
BS, Financial Administration
Akila Balasubramanian's Financial Engines Experience Software DeveloperiRiseDecember 2010 - July 2015
Job Senior Software Engineer at Financial Engines
Industry Computer Software
Experience
Financial Engines Software DeveloperiRiseDecember 2010 - July 2015
AdaptiGroup LLC June 2010 - December 2010
Motorola May 2009 - July 2009
Skills
Software Development, JavaScript, Java, Software Engineering, Agile Methodologies, Spring, HTML5, C++, C, Programming, Scrum, jQuery, Mockito, TestNG, Git, CSS3, Stylus, Twitter Bootstrap, CoffeeScript, Underscore.js, Backbone.js, Node.js, Express.js, Node Package Manager, Bower, REST API, Groovy, Gradle, Maven, Jenkins, Selenium, C#, H2, MySQL, Unit Testing, Test Driven Development, Adobe Illustrator, Spring Framework, HTML, REST, Eclipse
Education
University of California, Los Angeles 2014 — 2014
Google Android Development
University of Illinois at Chicago 2008 — 2010
MS, Computer Science
PSG College of Technology 2004 — 2008
B.Tech, Information Technology
Financial Engines Software DeveloperiRiseDecember 2010 - July 2015
AdaptiGroup LLC June 2010 - December 2010
Motorola May 2009 - July 2009
Skills
Software Development, JavaScript, Java, Software Engineering, Agile Methodologies, Spring, HTML5, C++, C, Programming, Scrum, jQuery, Mockito, TestNG, Git, CSS3, Stylus, Twitter Bootstrap, CoffeeScript, Underscore.js, Backbone.js, Node.js, Express.js, Node Package Manager, Bower, REST API, Groovy, Gradle, Maven, Jenkins, Selenium, C#, H2, MySQL, Unit Testing, Test Driven Development, Adobe Illustrator, Spring Framework, HTML, REST, Eclipse
Education
University of California, Los Angeles 2014 — 2014
Google Android Development
University of Illinois at Chicago 2008 — 2010
MS, Computer Science
PSG College of Technology 2004 — 2008
B.Tech, Information Technology
Lee Antone's Financial Engines Experience November 2004 - Present
Job Vice President, Deputy General Counsel at Financial Engines
Industry Investment Management
Experience
Financial Engines November 2004 - Present
Bank of America March 1999 - October 2004
LPL Financial 1996 - 1999
Financial Industry Regulatory Authority (FINRA, f/k/a NASD) 1992 - 1995
US Securities and Exchange Commission 1989 - 1992
Skills
Securities Law, Compliance, Corporate Governance, Securities, Risk Management, Financial Services
Education
Georgetown University Law Center 1991 — 1994
LLM, Law
The Catholic University of America, Columbus School of Law 1984 — 1987
JD, law
smithfield high school
Financial Engines November 2004 - Present
Bank of America March 1999 - October 2004
LPL Financial 1996 - 1999
Financial Industry Regulatory Authority (FINRA, f/k/a NASD) 1992 - 1995
US Securities and Exchange Commission 1989 - 1992
Skills
Securities Law, Compliance, Corporate Governance, Securities, Risk Management, Financial Services
Education
Georgetown University Law Center 1991 — 1994
LLM, Law
The Catholic University of America, Columbus School of Law 1984 — 1987
JD, law
smithfield high school
Vaishnavi Kareddy's Financial Engines Experience June 2014 - Present
Job Product Manager at Financial Engines
Industry Financial Services
Experience
Financial Engines June 2014 - Present
Financial Engines March 2013 - June 2014
MicroStrategy, Inc. February 2013 - March 2013
MicroStrategy, Inc. March 2011 - February 2013
Duke University August 2010 - March 2011
IBM August 2010 - December 2010
Duke University August 2010 - December 2010
Duke University May 2010 - August 2010
Bharat Heavy Electricals Limited January 2009 - March 2009
Education
Duke University 2009 — 2010
Master of Engineering Management
Osmania University 2005 — 2009
Bachelor of Engineering, Electrical & Electronics Engineering
Sri Chaitanya Junior College 2003 — 2005
Hyderabad Public School 1993 — 2003
Financial Engines June 2014 - Present
Financial Engines March 2013 - June 2014
MicroStrategy, Inc. February 2013 - March 2013
MicroStrategy, Inc. March 2011 - February 2013
Duke University August 2010 - March 2011
IBM August 2010 - December 2010
Duke University August 2010 - December 2010
Duke University May 2010 - August 2010
Bharat Heavy Electricals Limited January 2009 - March 2009
Education
Duke University 2009 — 2010
Master of Engineering Management
Osmania University 2005 — 2009
Bachelor of Engineering, Electrical & Electronics Engineering
Sri Chaitanya Junior College 2003 — 2005
Hyderabad Public School 1993 — 2003
Neicy (Janniece Clayton) Pradier's Financial Engines Experience March 2014 - July 2015
Job Sr Manager, Business Process GoDaddy Inc.
Industry Management Consulting
Experience
GoDaddy August 2015 - Present
Financial Engines March 2014 - July 2015
Financial Engines March 2013 - March 2014
Apollo Group February 2010 - March 2013
Guidon Performance Solutions January 2008 - September 2008
SUPERVALU November 1996 - November 2007
Jeff McClusky & Associates 1991 - 1996
Skills
Productivity Coaching, Kaizen, Process Improvement, Assessment Methodologies, Continuous Improvement, Lean Six Sigma, Business Analysis, Customer Service, Project Planning, Program Management, Cross-functional..., Lean, Voice of the Customer..., Process Analysis, Performance Management, Marketing, Vendor Contracts, Risk Assessment, JAD/Joint Application..., Advertising Management, Sales Promotion, Process Automation, Procedure Development, Quality Control, Forecasting, Cost-containment, Use Case Analysis, Requirements..., Recruiting, Negotiation, Lean Manufacturing, Management, Project Management, Cross-functional Team..., Business Process..., Team Leadership, Leadership, Change Management, Team Facilitation, Business Process, Vendor Management, PMO
Education
Grand Canyon University
Master of Business Administration (MBA)
Lake Forest College 1987 — 1991
Bachelor of Arts (B.A.), Biology, General
GoDaddy August 2015 - Present
Financial Engines March 2014 - July 2015
Financial Engines March 2013 - March 2014
Apollo Group February 2010 - March 2013
Guidon Performance Solutions January 2008 - September 2008
SUPERVALU November 1996 - November 2007
Jeff McClusky & Associates 1991 - 1996
Skills
Productivity Coaching, Kaizen, Process Improvement, Assessment Methodologies, Continuous Improvement, Lean Six Sigma, Business Analysis, Customer Service, Project Planning, Program Management, Cross-functional..., Lean, Voice of the Customer..., Process Analysis, Performance Management, Marketing, Vendor Contracts, Risk Assessment, JAD/Joint Application..., Advertising Management, Sales Promotion, Process Automation, Procedure Development, Quality Control, Forecasting, Cost-containment, Use Case Analysis, Requirements..., Recruiting, Negotiation, Lean Manufacturing, Management, Project Management, Cross-functional Team..., Business Process..., Team Leadership, Leadership, Change Management, Team Facilitation, Business Process, Vendor Management, PMO
Education
Grand Canyon University
Master of Business Administration (MBA)
Lake Forest College 1987 — 1991
Bachelor of Arts (B.A.), Biology, General
Susan Murray Cronin's Financial Engines Experience October 2014 - Present
Job Senior Director, Communications at Financial Engines
Industry Financial Services
Experience
Financial Engines October 2014 - Present
Financial Engines October 2009 - October 2014
Financial Engines August 2008 - October 2009
Electric Insurance Company April 2004 - August 2008
State Street June 1992 - March 2004
Skills
Marketing Communications, Financial Services, Marketing Strategy, Relationship Management, Strategic Communications, Internal Communications, Integrated Marketing, Direct Marketing, Corporate Communications, Project Management, Cross-functional Team..., Vendor Management, 401k, Leadership, Investments, Strategy, Insurance, Process Improvement, Event Planning, Retirement Planning, Management, Retirement, Account Management, Microsoft Excel, Editing, Program Management, Marketing, Email Marketing, Mutual Funds
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1990 — 1992
MBA, Marketing
Regis College 1982 — 1986
BA, Management, Communications
Financial Engines October 2014 - Present
Financial Engines October 2009 - October 2014
Financial Engines August 2008 - October 2009
Electric Insurance Company April 2004 - August 2008
State Street June 1992 - March 2004
Skills
Marketing Communications, Financial Services, Marketing Strategy, Relationship Management, Strategic Communications, Internal Communications, Integrated Marketing, Direct Marketing, Corporate Communications, Project Management, Cross-functional Team..., Vendor Management, 401k, Leadership, Investments, Strategy, Insurance, Process Improvement, Event Planning, Retirement Planning, Management, Retirement, Account Management, Microsoft Excel, Editing, Program Management, Marketing, Email Marketing, Mutual Funds
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1990 — 1992
MBA, Marketing
Regis College 1982 — 1986
BA, Management, Communications
Joseph Kupferschmidt's Financial Engines Experience January 2000 - April 2003
Job Senior Compliance Officer at BMO Financial Group
Industry Financial Services
Experience
BMO Financial Group July 2014 - Present
Nuveen Investments May 2003 - July 2014
Financial Engines January 2000 - April 2003
Charles Schwab September 1997 - January 2000
Charles Schwab October 1996 - September 1997
Wells Fargo June 1994 - October 1996
Robertson, Stephens & Company July 1989 - April 1994
Skills
Asset Management, Investment Management, Investment Company Act, Securities, Investments, Mutual Funds, Series 7, Compliance, Series 65, Rule 38a-1, Charles River..., Equity Derivatives, Credit Derivatives, Alternative Investments, Equities, Fixed Income, Hedge Funds
Education
Northern Illinois University
BS, Finance
BMO Financial Group July 2014 - Present
Nuveen Investments May 2003 - July 2014
Financial Engines January 2000 - April 2003
Charles Schwab September 1997 - January 2000
Charles Schwab October 1996 - September 1997
Wells Fargo June 1994 - October 1996
Robertson, Stephens & Company July 1989 - April 1994
Skills
Asset Management, Investment Management, Investment Company Act, Securities, Investments, Mutual Funds, Series 7, Compliance, Series 65, Rule 38a-1, Charles River..., Equity Derivatives, Credit Derivatives, Alternative Investments, Equities, Fixed Income, Hedge Funds
Education
Northern Illinois University
BS, Finance
David Ketter's Financial Engines Experience April 2014 - Present
Job Experienced Financial Industry Professional
Industry Financial Services
Experience
Financial Engines April 2014 - Present
Charles Schwab June 1997 - March 2010
Dean Witter Reynolds 1996 - 1997
DJK Capital Management 1986 - 1996
DST Systems 1988 - 1989
Shearson Lehman Brothers 1987 - 1987
Melvin P Ketter CPA, PC 1982 - 1987
IBM 1982 - 1982
Skills
Fixed Income, Portfolio Management, Investments, Trading, Mutual Funds, Finance, Relationship Management, Team Building, Accounting, Equities, Securities, Wealth Management, Asset Allocation, Bloomberg, Financial Services, Alternative Investments, Series 7
Education
Marquette University
BA, Economics
Bishop LeBlond High School
Financial Engines April 2014 - Present
Charles Schwab June 1997 - March 2010
Dean Witter Reynolds 1996 - 1997
DJK Capital Management 1986 - 1996
DST Systems 1988 - 1989
Shearson Lehman Brothers 1987 - 1987
Melvin P Ketter CPA, PC 1982 - 1987
IBM 1982 - 1982
Skills
Fixed Income, Portfolio Management, Investments, Trading, Mutual Funds, Finance, Relationship Management, Team Building, Accounting, Equities, Securities, Wealth Management, Asset Allocation, Bloomberg, Financial Services, Alternative Investments, Series 7
Education
Marquette University
BA, Economics
Bishop LeBlond High School
Mohar Guha's Financial Engines Experience October 2014 - Present
Job Data Scientist at Financial Engines
Industry Research
Experience
Financial Engines October 2014 - Present
HealthTap July 2014 - September 2014
Shmoop April 2011 - June 2014
University of Michigan August 2007 - August 2010
Michigan State University August 2000 - August 2007
Skills
Numerical Analysis, Data Mining, Partial Differential..., Stochastic Control..., Statistics, Matlab, Data Analysis, Programming, Mathematica, Mathematical Modeling, LaTeX, Statistical Modeling, Microsoft Office, Applied Mathematics, Maple, Machine Learning, Python, Weka, R, Logistic Regression, Customer Retention, Optimization
Education
Michigan State University 2000 — 2007
Doctorate, Mathematics
Indian Institute Of Technology
Masters of Science, Mathematics
CALCUTTA UNIVERSITY 1993 — 1996
Bachelors of Science, Mathematics
Financial Engines October 2014 - Present
HealthTap July 2014 - September 2014
Shmoop April 2011 - June 2014
University of Michigan August 2007 - August 2010
Michigan State University August 2000 - August 2007
Skills
Numerical Analysis, Data Mining, Partial Differential..., Stochastic Control..., Statistics, Matlab, Data Analysis, Programming, Mathematica, Mathematical Modeling, LaTeX, Statistical Modeling, Microsoft Office, Applied Mathematics, Maple, Machine Learning, Python, Weka, R, Logistic Regression, Customer Retention, Optimization
Education
Michigan State University 2000 — 2007
Doctorate, Mathematics
Indian Institute Of Technology
Masters of Science, Mathematics
CALCUTTA UNIVERSITY 1993 — 1996
Bachelors of Science, Mathematics
Yuesheng Ruan's Financial Engines Experience June 2013 - August 2013
Job Quantitative Trading & Analysis Analyst at Citi
Industry Financial Services
Experience
Citi March 2014 - Present
Financial Engines June 2013 - August 2013
Skills
C++, R, Python, Matlab, Stochastic Calculus, Bloomberg, Time Series Analysis, Monte Carlo Simulation, Derivatives, Fixed Income, Quantitative Analysis, Quantitative Finance, Algorithms, Data Structures, C/C++ STL, Economics, Investments, Microsoft Office, Excel, Mandarin, Eviews
Education
Georgia Institute of Technology 2012 — 2013
Master's degree, Quantitative and Computational Finance, 4.0/4.0
Shanghai Jiao Tong University 2008 — 2012
Bachelor's degree, Finance, 3.9/4.3
Citi March 2014 - Present
Financial Engines June 2013 - August 2013
Skills
C++, R, Python, Matlab, Stochastic Calculus, Bloomberg, Time Series Analysis, Monte Carlo Simulation, Derivatives, Fixed Income, Quantitative Analysis, Quantitative Finance, Algorithms, Data Structures, C/C++ STL, Economics, Investments, Microsoft Office, Excel, Mandarin, Eviews
Education
Georgia Institute of Technology 2012 — 2013
Master's degree, Quantitative and Computational Finance, 4.0/4.0
Shanghai Jiao Tong University 2008 — 2012
Bachelor's degree, Finance, 3.9/4.3
Sean Penxa's Financial Engines Experience May 2015 - Present
Job Marketing Automation Analyst at Financial Engines
Industry Marketing and Advertising
Experience
Financial Engines May 2015 - Present
Financial Engines December 2013 - May 2015
Natural Partners, Inc. April 2012 - December 2013
HopiSheep Productions May 2010 - May 2013
Russo and Steele Collector Car Auctions May 2011 - March 2012
Edward Jones March 2005 - March 2011
Skills
Marketing Automation, ExactTarget, Eloqua, CSS, HTML, Dreamweaver, Photoshop, Customer Service, Leadership, Microsoft Office, Video Editing, Editing, Social Media, Time Management, Financial Analysis, Advertising, Microsoft Excel, Social Media Marketing, Marketing Communications, Integrated Marketing, Management, Email Marketing, Video, Marketing
Education
Eloqua University 2013 — 2013
Eloqua Product Masters, Marketing Automation
Eloqua University 2013 — 2013
RPM Masters, Marketing Automation
Mesa Community College 2002 — 2005
Associates, Science
Financial Engines May 2015 - Present
Financial Engines December 2013 - May 2015
Natural Partners, Inc. April 2012 - December 2013
HopiSheep Productions May 2010 - May 2013
Russo and Steele Collector Car Auctions May 2011 - March 2012
Edward Jones March 2005 - March 2011
Skills
Marketing Automation, ExactTarget, Eloqua, CSS, HTML, Dreamweaver, Photoshop, Customer Service, Leadership, Microsoft Office, Video Editing, Editing, Social Media, Time Management, Financial Analysis, Advertising, Microsoft Excel, Social Media Marketing, Marketing Communications, Integrated Marketing, Management, Email Marketing, Video, Marketing
Education
Eloqua University 2013 — 2013
Eloqua Product Masters, Marketing Automation
Eloqua University 2013 — 2013
RPM Masters, Marketing Automation
Mesa Community College 2002 — 2005
Associates, Science
Mark Buatti's Financial Engines Experience January 2014 - Present
Job Account Manager at Financial Engines
Industry Financial Services
Experience
Financial Engines January 2014 - Present
Mercer 2005 - 2013
Putnam Investments 1997 - 2005
Skills
Operations Management, Financial Services, Professional Mentoring, Sales Presentation..., 401(k), Defined Contribution, Retirement, 401k, ERISA, Employee Engagement, Employee Benefits, Pensions, Pension Administration, Retirement Plan..., Client Services, Benefits Administration, Mutual Funds, Qualified Retirement..., Management
Education
Dartmouth College
Financial Engines January 2014 - Present
Mercer 2005 - 2013
Putnam Investments 1997 - 2005
Skills
Operations Management, Financial Services, Professional Mentoring, Sales Presentation..., 401(k), Defined Contribution, Retirement, 401k, ERISA, Employee Engagement, Employee Benefits, Pensions, Pension Administration, Retirement Plan..., Client Services, Benefits Administration, Mutual Funds, Qualified Retirement..., Management
Education
Dartmouth College
Joshua Hubbard's Financial Engines Experience September 2014 - Present
Job Sr. Security Engineer at Financial Engines
Industry Information Technology and Services
Experience
Financial Engines September 2014 - Present
Phoenix Children's Hospital June 2013 - September 2014
Northwest Independent School District November 2009 - June 2013
Skills
Juniper, JUNOS, Network Engineering, Network Security, Firewalls, Network Administration, Amazon Web Services..., Juniper Technologies, Cloud Security, Troubleshooting, Routing, Gentoo Linux, SEIM, DHCP, DNS, Cisco Technologies, Aruba Wireless, Switching, CCNA, Cisco Certified, Cisco IOS, Extreme Networks
Education
DeVry University-Texas 2005 — 2009
Bachelor of Science (BS), Network and Communications Management
Financial Engines September 2014 - Present
Phoenix Children's Hospital June 2013 - September 2014
Northwest Independent School District November 2009 - June 2013
Skills
Juniper, JUNOS, Network Engineering, Network Security, Firewalls, Network Administration, Amazon Web Services..., Juniper Technologies, Cloud Security, Troubleshooting, Routing, Gentoo Linux, SEIM, DHCP, DNS, Cisco Technologies, Aruba Wireless, Switching, CCNA, Cisco Certified, Cisco IOS, Extreme Networks
Education
DeVry University-Texas 2005 — 2009
Bachelor of Science (BS), Network and Communications Management
Joseph Bass's Financial Engines Experience January 2014 - Present
Job Investment Adviser Representative at Financial Engines
Industry Financial Services
Experience
Financial Engines January 2014 - Present
JPMorgan Chase November 2011 - January 2014
Skills
Portfolio Management, Financial Services, Equities, Mutual Funds, Fixed Income, Asset Management, Financial Planning, Securities, Wealth Management, Investments, Asset Allocation, Investment Advisory, 401k, Series 63, IRAs, FINRA, Risk Management
Education
Grand Canyon University 2013 — 2015
Bachelor of Science (BS), Economics and Finance
Financial Engines January 2014 - Present
JPMorgan Chase November 2011 - January 2014
Skills
Portfolio Management, Financial Services, Equities, Mutual Funds, Fixed Income, Asset Management, Financial Planning, Securities, Wealth Management, Investments, Asset Allocation, Investment Advisory, 401k, Series 63, IRAs, FINRA, Risk Management
Education
Grand Canyon University 2013 — 2015
Bachelor of Science (BS), Economics and Finance
brandon hofmann's Financial Engines Experience June 2015 - Present
Job Service Desk Technician for Financial Engines
Industry Education Management
Experience
Financial Engines June 2015 - Present
Primavera Online High School & The American Virtual Academy October 2014 - May 2015
Primavera Online High School & The American Virtual Academy October 2013 - October 2014
Securitas Security Services USA, Inc. September 2011 - October 2013
Skills
Customer Service, Microsoft Office, Troubleshooting, Multi Tasking, Time Management, Goal Oriented, Team-oriented, Teamwork, Teaching, Staff Development, Curriculum Design, Critical Thinking, Classroom, Data Entry, Educational Technology, E-Learning, Curriculum Development, Research, Microsoft Excel, Instructional Design, Higher Education, Adult Education
Education
DeVry University 2014 — 2016
Mesa Community College 2013 — 2014
Financial Engines June 2015 - Present
Primavera Online High School & The American Virtual Academy October 2014 - May 2015
Primavera Online High School & The American Virtual Academy October 2013 - October 2014
Securitas Security Services USA, Inc. September 2011 - October 2013
Skills
Customer Service, Microsoft Office, Troubleshooting, Multi Tasking, Time Management, Goal Oriented, Team-oriented, Teamwork, Teaching, Staff Development, Curriculum Design, Critical Thinking, Classroom, Data Entry, Educational Technology, E-Learning, Curriculum Development, Research, Microsoft Excel, Instructional Design, Higher Education, Adult Education
Education
DeVry University 2014 — 2016
Mesa Community College 2013 — 2014
James Donohoe's Financial Engines Experience November 1999 - Present
Job Senior Staff Software Engineer/Architect at Financial Engines
Industry Financial Services
Experience
Financial Engines November 1999 - Present
CAIDA/San Diego Supercomputer Center March 1999 - November 1999
Reticular Systems June 1997 - March 1999
IBM June 1992 - August 1994
Skills
Java, Java Enterprise Edition, Object Oriented Design, Hibernate, SQL, Spring Framework, JUnit, Mathematical Programming, CPLEX, Sun Certified Java..., Agile Methodologies, Python, Perl, JavaScript, Eclipse, Perforce
Education
University of Minnesota-Twin Cities
Bachelor of Science (B.S.), Mathematics, GPA 3.56
University of Minnesota Duluth
Master of Science (M.S.), Computer Science, GPA 3.64
Montana State University-Bozeman
Master of Science (M.S.), Mathematics, GPA 3.63
UC Santa Cruz, Extension
Certificate, Bioinformatics, GPA 4.0
Financial Engines November 1999 - Present
CAIDA/San Diego Supercomputer Center March 1999 - November 1999
Reticular Systems June 1997 - March 1999
IBM June 1992 - August 1994
Skills
Java, Java Enterprise Edition, Object Oriented Design, Hibernate, SQL, Spring Framework, JUnit, Mathematical Programming, CPLEX, Sun Certified Java..., Agile Methodologies, Python, Perl, JavaScript, Eclipse, Perforce
Education
University of Minnesota-Twin Cities
Bachelor of Science (B.S.), Mathematics, GPA 3.56
University of Minnesota Duluth
Master of Science (M.S.), Computer Science, GPA 3.64
Montana State University-Bozeman
Master of Science (M.S.), Mathematics, GPA 3.63
UC Santa Cruz, Extension
Certificate, Bioinformatics, GPA 4.0
Perpetual Limited
Prime Financial Group