Financial Engines

Industry: Investment advice company

Description

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

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

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

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Financial Engines Employees

Employee
Years
Job
Industry
pingchuan liu pingchuan liu San Jose, California Details
pingchuan liu's Financial Engines Experience June 2015 - Present
Job Software Engineer at Financial Engines
Industry Computer Software
Experience
Financial Engines   June 2015 - Present
Financial Engines   October 2014 - Present
ZTE  July 2012 - August 2012

Skills
Java, SQL, C++, HTML, MySQL, CSS, JSP, C, JavaScript, Hadoop, Oozie, Sqoop, Agile Methodologies, C#, Windows, Linux, DB2, Access, R, Machine Learning, User Interface Design

Education
San Jose State University   2013 — 2015
Master's degree, CS

Archit Kalra Archit Kalra San Jose, California Details
Archit Kalra's Financial Engines Experience May 2014 - Present
Job Infrastructure Engineer at Financial Engines
Industry Information Technology and Services
Experience
Financial Engines   May 2014 - Present
Financial Engines   October 2013 - May 2014
RedSeal Networks  June 2013 - August 2013
Hitachi Data Systems  June 2012 - May 2013

Skills
Linux, VMware, Storage, C++, Microsoft Office, Servers, SAN, Operating Systems, Customer Service, Eclipse, Microsoft Excel, Microsoft Word, Windows, Testing, PHP, Shell Scripting, PowerPoint, Social Media, CSS, Unix, NAS, ESXi, Brocade Fibre Switches, HTML, NetApp Filers, SRM 5.0, Data ONTAP, VMware vSphere, VMware vCenter, Agile Methodologies, Project Management, Powershell, Cisco UCS, IBM Servers, Virtualization, Storage Management

Education
San Jose State University   2009 — 2014
Bachelor of Science (B.S.), Computer Engineering

Harry Park Harry Park San Francisco Bay Area Details
Harry Park's Financial Engines Experience June 2002 - Present
Job Manager, Software Development & Architect at Financial Engines
Industry Investment Management
Experience
Financial Engines   June 2002 - Present
UC-WISE (CITRIS)   January 2002 - May 2002
Senterprise   May 2001 - September 2001

Skills
Agile Methodologies, REST, JavaScript, SQL, Spring, Java, Hibernate, JUnit, Android, CSS, HTML, Web Services, Amazon Web Services..., Ruby on Rails, jQuery, Web Development, Git, AngularJS, jersey, Maven, Facebook API, Heroku, PHP, Perforce, Tidal Enterprise..., OOAD, GoF, Database Design, Project Management, Data Warehousing, Log4j, Ehcache, Recruiting

Education
University of California, Berkeley
Bachelor of Science (BS), Electrical Engineering and Computer Science (Computer Science focus)

Alexander Yavorskiy Alexander Yavorskiy San Francisco Bay Area Details
Alexander Yavorskiy's Financial Engines Experience August 2015 - Present
Job CTO at Financial Engines
Industry Investment Management
Experience
Financial Engines   August 2015 - Present

Skills
Agile Methodologies, Scrum, Software Project..., Spring, Java, Software Development, Web Applications, SQL, Hibernate, Java Enterprise Edition, Eclipse, Integration, JUnit, Scalability, Web Development, JavaScript, CSS, User Experience, Ant, Software Engineering, Android, YUI, JSON, JSP, Tomcat, Struts, Coaching, Web Services, AJAX, Agile Project Management, Enterprise Architecture, SOAP, Architecture, REST, SOA, Program Management, XML, Unix, Mobile Applications, Cloud Computing, Distributed Systems, Enterprise Software, HTML 5, SDLC, SaaS, CSS3, HTML5, Selenium, Architectures

Education
San Francisco State University
Bachelor of Science (B.S.)

Mary Lee Sharp Mary Lee Sharp San Francisco Bay Area Details
Mary Lee Sharp's Financial Engines Experience January 2012 - May 2014
Job Vice President of Human Resources at National Mortgage Insurance Corporation "National MI"
Industry Human Resources
Experience
National Mortgage Insurance Corporation - "National MI"   June 2014 - Present
Financial Engines   January 2012 - May 2014
Omnicell  December 2007 - December 2011
Sybase, Inc.   June 2007 - October 2007
Panalpina, Inc.   October 2003 - June 2007
Matson Navigation, Inc.   2001 - October 2003
Sheraton  1995 - 1999

Skills
Employee Benefits, Succession Planning, Talent Acquisition, Workforce Planning, Employee Relations, Organizational..., Training, Continuous Improvement, Employment Law, Performance Management, Leadership, Strategic Planning, Talent Management, Human Resources, Deferred Compensation, Management, Personnel Management, Human Resource..., Coaching, Employee Engagement, Strategic Partnerships, Legal Compliance, HR Policies, Global Human Resources..., Temporary Placement, Technical Recruiting, Strategy, Recruiting, Program Management, Employee Surveys, Strategic HR, HR Transformation, HR Project Management

Education
Santa Clara University School of Law
Juris Doctorate, Law

Harshal Sakpal Harshal Sakpal San Jose, California Details
Harshal Sakpal's Financial Engines Experience October 2014 - January 2015
Job Software Engineer at Financial Engines
Industry Information Technology and Services
Experience
Financial Engines   October 2014 - January 2015
San Jose State University  April 2013 - December 2014
VSS Monitoring  June 2014 - August 2014
Syntel  March 2010 - December 2012

Skills
Web Services, JSP, XML, Eclipse, Core Java, Servlets, Java Enterprise Edition, JavaScript, JUnit, CSS, Struts, SOAP, Web Applications, Databases, Java, OOP, SDLC, C++, JDBC, MySQL, Software Engineering, C, PL/SQL, Tomcat, REST

Education
San Jose State University   2013 — 2014
Master of Science (MS), Computer Software Engineering

University of Pune   2005 — 2009
BE/BTech, Information Technology

Chase Wilson Chase Wilson San Francisco Bay Area Details
Chase Wilson's Financial Engines Experience August 2014 - November 2014
Job Software [In]gineer
Industry Computer Software
Experience
LinkedIn  November 2014 - Present
Financial Engines   August 2014 - November 2014
Financial Engines   August 2013 - August 2014
24/7, Inc   October 2011 - August 2013
Voxify  July 2010 - October 2011
Voxify  July 2008 - July 2010
Miraloma Educational Enrichment Program   August 2007 - July 2008

Skills
Java, Ruby, Eclipse, Enterprise Software, Volunteering, Agile Methodologies, C, SQL, Event Planning, C++, NetBeans, Visual Studio, Struts, Hibernate, Spring, Bootstrap, JavaScript, CSS, jQuery, Software Development, Software Engineering

Education
UC Santa Cruz   2008 — 2013
Computer Science BS, Computer Science

Brian Chevalier-Jordan Brian Chevalier-Jordan Oakland, California Details
Brian Chevalier-Jordan's Financial Engines Experience April 2012 - June 2015
Job Freelance Marketing Consultant
Industry Internet
Experience
Financial Engines   April 2012 - June 2015
Cisco Systems  November 2010 - April 2012
Cisco Systems  November 2009 - November 2010
PlanetOut Inc.  June 2007 - May 2009
Hotjobs (a Yahoo! company)   May 2006 - June 2007
Yahoo!  June 2005 - May 2006
Publicis & Hal Riney  2002 - 2004
Publicis & Hal Riney  1999 - 2002
Ingalls, Quinn and Johnson  1997 - 1999

Skills
Product Marketing, Online Marketing, E-commerce, Competitive Analysis, Online Advertising, Product Development, Email Marketing, Marketing Strategy, SaaS, Social Media Marketing, Customer Engagement, Marketing Communications, Marketing, Customer Insight, Business Strategy, SEM, Online Publishing, Marketing Research, B2B, International Marketing, Community Sites, Integrated Marketing, Lead Generation, Strategic Partnerships, Direct Marketing, New product development, Online Communities, Advertising, Strategy

Education
University of California, Berkeley, Haas School of Business   2004 — 2006
MBA, Business

College of Arts and Sciences, University of Pennsylvania   1992 — 1996
B.A., Communication

Wharton School of Business, University of Pennsylvania   1992 — 1996
B.S., Economics

Surbhi Vijaywargia Surbhi Vijaywargia San Jose, California Details
Surbhi Vijaywargia's Financial Engines Experience September 2014 - May 2015
Job Actively looking for Full Time Opportunity in Software Development
Industry Computer Software
Experience
Financial Engines   September 2014 - May 2015
VMware  June 2014 - August 2014
Zensar Technologies  December 2010 - May 2013

Skills
Web Services, ASP.NET, XML, Apex Programming, Virtualization, Salesforce.com, Core Java, CSS Javascript, Microsoft visual studio, Visual Studio, JavaScript, Agile Methodologies, Eclipse, Spring, Java, Software Development, Web Applications, Spring Framework, JSP, HTML, C, Tomcat, CSS, AJAX

Education
San Jose State University   2013 — 2015
MS, SE, 3.7

Rajasthan Technical university   2006 — 2010
Bachelor's degree, Information Technology, 3.5

Ellen Blackwell Ellen Blackwell Greater Los Angeles Area Details
Ellen Blackwell's Financial Engines Experience 2004 - 2006
Job BI Consultant (QlikView, Qlik Sense, Alteryx)
Industry Information Technology and Services
Experience
Accenture Analytics  September 2014 - Present
Blackwell Business Intelligence Group LLC   2012 - Present
Pacific Life  November 2007 - October 2012
Advent Software - Investment Management Group   June 2006 - November 2007
Financial Engines   2004 - 2006
Merrill Lynch and UBS Warburg   April 1998 - August 2004

Education
University of California, Berkeley
BA

Samuel Maranto Samuel Maranto Greater Boston Area Details
Samuel Maranto's Financial Engines Experience December 2009 - April 2013
Job Partner, Account Executive at Aon
Industry Financial Services
Experience
Aon Hewitt  April 2013 - Present
Financial Engines   December 2009 - April 2013
Fidelity Investments  December 2005 - February 2009
Fidelity Investments  September 2000 - December 2005
The Vanguard Group  October 1997 - September 2000
Mercer  January 1992 - October 1997

Education
Towson University   1985 — 1989
BS

FINRA General Securities Principal
Series 7, 24

Prajakta Chakurkar Prajakta Chakurkar San Francisco Bay Area Details
Prajakta Chakurkar's Financial Engines Experience August 2012 - January 2014
Job Software Engineer at Zoosk
Industry Computer Software
Experience
Zoosk  January 2014 - Present
Financial Engines   August 2012 - January 2014
Financial Engines Inc   September 2009 - August 2012
Asian Neighborhood Design  May 2009 - September 2009
American Language Institute  June 2007 - December 2008
San Francisco State University  October 2006 - January 2007

Skills
Java, Struts2, Spring, Hibernate, SQL Server 2000-2008, application server..., XML, JAXB, JAX-WS, HTML, PHP, MySQL, Struts, JavaScript, AJAX, CSS, JSP, Tomcat, Microsoft SQL Server, Selenium, Java Web Services, SOAP, REST, PostgreSQL, Perl, OOP, Unix, Python, Apache, C++, Linux, Software Development, Web Development, Distributed Systems, SQL, Databases, JUnit, Servlets, Ant, Eclipse, Java Enterprise Edition, Database Design, JSON, JDBC, Design Patterns, Agile Methodologies, CDH, Hive, MapReduce, Apache Pig

Education
San Francisco State University   2006 — 2008
MS, Computer Science

Parshvanath College of Engineering   2001 — 2005
B.E., Information Technology

Shravan Narayen Shravan Narayen San Francisco Bay Area Details
Shravan Narayen's Financial Engines Experience July 2012 - September 2012
Job Product Manager at Quantifind
Industry Information Technology and Services
Experience
Quantifind  September 2015 - Present
C3 Energy  April 2015 - Present
C3 Energy  August 2013 - April 2015
EPATT  September 2011 - June 2013
Financial Engines   July 2012 - September 2012
SAS  June 2011 - August 2011
Red Octane   June 2009 - August 2009
Stanford Institute for Economic Policy Research  June 2008 - August 2008
Stanford Graduate School of Business  June 2007 - August 2007

Skills
Data Analysis, Research, Teaching, Business Development, Analytics, Analysis

Education
Stanford University   2009 — 2013
Bachelor's degree, Mathematical and Computational Science with Honors

Gunn High School   2005 — 2009

Derek Scharton Derek Scharton San Francisco Bay Area Details
Derek Scharton's Financial Engines Experience January 2000 - Present
Job
Industry Financial Services
Experience
Financial Engines   January 2000 - Present
Educational Employees Credit Union  November 2008 - Present
Educational Employees Credit Union  August 2007 - November 2008
Hyperion Solutions  1995 - 2000
Arbor Software/Hyperion Solutions   October 1995 - December 1999
Arbor Software  October 1995 - June 1997
Quadramed Corporation  1994 - 1995

Skills
SQL, Scrum, Java, Spring, Software Documentation, Microsoft SQL Server, Hibernate, Java software..., SQL Server, Groovy, Objective-C, Documentation, Google Analytics, Selenium, AngularJS

Education
UC Santa Barbara   1991 — 1994
MA

Fresno State University   1987 — 1991
BA

University of California, Santa Cruz   2005 — 2007
Certificate

Ashish Sanagar Ashish Sanagar San Francisco Bay Area Details
Ashish Sanagar's Financial Engines Experience October 2014 - Present
Job Senior Staff Engineer / Architect At Financial Engines
Industry Information Technology and Services
Experience
Financial Engines   October 2014 - Present
Financial Engines   August 2010 - October 2014
Syntel  May 2009 - August 2010
SunGard Consulting Services  January 2008 - February 2009
Capgemini  June 2005 - January 2008
Avenues  January 2004 - June 2005

Skills
Spring, Ant, JDBC, JMS, Hibernate, EJB, Tomcat, SOAP, JSP, Weblogic, Servlets, XML, Eclipse, AJAX, JUnit, Struts, ClearCase, Java Enterprise Edition, Unix, Agile Methodologies, JavaScript, CSS, Design Patterns, Subversion, Websphere, SDLC, Oracle, DB2, JSON, PL/SQL, Spring Framework, WebLogic

Education
Shivaji University   2000 — 2004
Bachelor of Engineering, Computer Science

Brent Gardiner Brent Gardiner San Francisco Bay Area Details
Brent Gardiner's Financial Engines Experience July 2012 - Present
Job Data Scientist
Industry Financial Services
Experience
Financial Engines   July 2012 - Present
Financial Engines   2012 - 2014
Triage Consulting Group  June 2012 - July 2012
Triage Consulting Group  July 2011 - June 2012
Triage Consulting Group  September 2010 - July 2011
Triage Consulting Group  June 2009 - September 2009
UC Davis  January 2009 - March 2009
Big 5 Sporting Goods  May 2008 - August 2008

Skills
Analysis, Marketing, VBA, Microsoft Excel, SQL, Data Analysis, Team Leadership, Management, Training, Microsoft Office, PowerPoint, Statistics, Research, Public Speaking, Financial Analysis, Predictive Analytics, Statistical Modeling, Forecasting, A/B testing, Analytics, Logistic Regression, Linear Regression, R

Education
University of California, Davis   2006 — 2010
B.S., Managerial Economics and Minor Statistics

University of California, Davis   2006 — 2010
B.S, Managerial Economics

Foothill Community College

Laura Thurman Laura Thurman San Francisco Bay Area Details
Laura Thurman's Financial Engines Experience December 2003 - September 2005
Job Senior Director, Client Services
Industry Marketing and Advertising
Experience
Big Sky Communications  April 2007 - Present
Thurman Consulting   February 1998 - April 2007
Financial Engines   December 2003 - September 2005
3Com  September 1997 - February 1998
One Touch Systems  1993 - 1997

Skills
Marketing Communications, Public Relations, Marketing, Corporate Communications, Social Media, Media Relations, Content Development, Marketing Strategy, Strategic Communications, Press Releases, Integrated Marketing, Blogging, Copywriting, Internal Communications, Event Management

Education
University of California, Davis
Bachelor of Science (BS), Textiles & Clothing, Marketing/Economics

Riddhi Patel Riddhi Patel San Francisco Bay Area Details
Riddhi Patel's Financial Engines Experience September 2015 - Present
Job Market Research Manager Consumer Insights at Financial Engines
Industry Market Research
Experience
Financial Engines   September 2015 - Present
Health Tech Insider   July 2015 - Present
Market and Consumer Researcher   January 2015 - Present
IHS - DisplaySearch   November 2014 - January 2015
DisplaySearch (NPD Group)   October 2011 - November 2014
iSuppli  January 2010 - November 2014
iSuppli  September 2005 - January 2010
iSuppli  September 2002 - September 2005
Raza Foundries   March 2001 - March 2002
Aberdeen Group  1999 - 2001

Skills
Competitive Analysis, Consumer Behaviour, Market Research, Competitive Intelligence, Analytics, Market Analysis, Customer Insight, Survey Design, Market Intelligence, Questionnaire Design, Data Analysis, Marketing Strategy, Marketing Research, Product Marketing, Analysis, Product Management, Business Development, Start-ups, Marketing Management, Consulting, Segmentation, Consumer Surveys, Consumer Electronics, Marketing, Strategic Planning, Focus Groups, Secondary Research, Business Strategy, Product Launch, Strategic Partnerships, SPSS, Primary Research, Go-to-market Strategy, Quantitative Research, Pricing, Qualitative Research, Positioning, Forecasting, Market Sizing, Online Research, Marketing Intelligence, Strategy, Management, Cross-functional Team..., Tableau, MS Excel Pivot Tables, SQL

Education
Maharaja Sayajirao University
BS, Physics

South Gujarat University
Master of Business Administration (MBA), Marketing and International Business

Ameya Joshi Ameya Joshi San Francisco Bay Area Details
Ameya Joshi's Financial Engines Experience June 2015 - Present
Job Software Engineer at Financial Engines | SJSU Alumni
Industry Computer Software
Experience
Financial Engines   June 2015 - Present
Financial Engines   September 2014 - May 2015
uSell.com, Inc   June 2014 - August 2014
UNIKEN Inc.   March 2012 - June 2013
UNIKEN Inc.   March 2010 - March 2012

Skills
Core Java, Java, Spring, Spring Framework, Tomcat, MySQL, MongoDB, JMock, JUnit, Redis, HTML, JSP, JavaScript, AngularJS, Node.js, jQuery, CSS, J2EE Application..., Scrum, UML, XML, Android SDK, Hibernate, Servlets, Github, Oracle, Web Services, Struts, Unix, Android Development, AJAX, PL/SQL, SQL, C, C++, Eclipse, Python, Linux, Google App Engine, Rackspace, Amazon Web Services..., Bootstrap

Education
San Jose State University   2013 — 2015
Master's Degree

University of Pune   2005 — 2009
Bachelor's Degree

S.D. Katariya High School

Christian Hamilton Christian Hamilton San Francisco Bay Area Details
Christian Hamilton's Financial Engines Experience July 2008 - October 2009
Job Marketing Executive
Industry Marketing and Advertising
Experience
Firewood Marketing  November 2012 - Present
eBay  December 2011 - November 2012
ProStores - an eBay company  March 2010 - February 2012
Financial Engines   July 2008 - October 2009
ILO Institute   March 2006 - June 2008
Haggin Marketing  January 2005 - August 2006
Realnetworks  March 2001 - May 2002
Veon, Inc.   May 1999 - March 2001
NRG  April 1997 - April 1999

Skills
Online Marketing, Product Management, Strategy, E-commerce, Product Marketing, CRM, Advertising, Marketing, Direct Marketing, Online Advertising, SaaS, Email Marketing, Start-ups, Program Management, Business Development

Education
University of California, Los Angeles   1987 — 1992
BA

Eva Glasrud Eva Glasrud San Francisco Bay Area Details
Eva Glasrud's Financial Engines Experience November 2010 - January 2011
Job Marketing and Portfolio at K9 Ventures
Industry Market Research
Experience
StudyDog   January 2012 - Present
Fisher Investments  July 2013 - December 2013
Intuit  June 2013 - August 2013
Quora  December 2012 - July 2013
K9 Ventures   March 2013 - May 2013
Trubates  April 2011 - February 2012
Calibre One  December 2010 - March 2011
Financial Engines   November 2010 - January 2011
Experiment in International Living  June 2010 - August 2010
Department of the Interior  June 2009 - August 2009

Skills
Blogging, Qualitative Research, Social Media, Leadership, Social Media Marketing, Recruiting, Research, Email Marketing, Facebook, Marketing, Online Advertising, Analysis, Advertising, Entrepreneurship, Market Research, Social Networking, Public Speaking, Editing, Writing

Education
Stanford University   2009 — 2010
M.A., Psychology

Stanford University   2005 — 2009
B.A., Psychology

University of Oxford   2007 — 2007
Semester Abroad

Phillips Exeter Academy   2001 — 2005
Classical Diploma

Monica Batra Monica Batra San Francisco Bay Area Details
Monica Batra's Financial Engines Experience July 2014 - December 2014
Job Business Development Manager and Recruiter at ITZ Consultants, LLC
Industry Information Technology and Services
Experience
ITZ Consultants, LLC   August 2015 - Present
Samaya   August 2005 - Present
InMata Solutions   May 2015 - July 2015
Financial Engines   July 2014 - December 2014
PayPal  June 2013 - September 2013
Google  April 2012 - April 2013
Create with Context   October 2011 - March 2012
Contractor  1995 - 2008
Contractor  1995 - 2008
Yahoo!  April 2007 - December 2007

Skills
Coordination, Administrative Support, Outlook, Team Building, Teamwork, Customer Service, Event Planning, Employee Relations, Event Management, Microsoft Office, Social Networking, Organizing, Process Improvement, Budgets, System Administration, Administrative..., Software Documentation, Management, Leadership, Recruiting, Sourcing, Flexible Schedule, Communication, Building Relationships, Analysis, Project Management, Interviews, Research

Education
University of Phoenix   2000 — 2001
Bachelor of Business Administration (BBA)

San Francisco Institute of Esthetics and Cosmetology   2004 — 2005
Cosmetology

San Jose State University   1992 — 2001
Molecular Biology

Paul Stiff Paul Stiff San Francisco Bay Area Details
Paul Stiff's Financial Engines Experience 2001 - 2004
Job VP of Product at LiquidSpace
Industry Internet
Experience
LiquidSpace  October 2013 - Present
Mobile start-up (currently in Stealth mode)   April 2012 - January 2015
Amazon Music  October 2012 - April 2013
Pandora Media   November 2007 - March 2012
SNOCAP  March 2007 - November 2007
MarketTools  December 2005 - March 2007
LoopNet  2004 - 2005
Financial Engines   2001 - 2004
Consilient  2000 - 2001
StockPower  1998 - 2000

Skills
Product Strategy, Product Management, Cross-functional Team..., User Experience, Mobile, Social Media, Mobile Devices, Strategy, Cloud Computing, Product Development, Mobile Applications, Management, Agile Methodologies, Web Applications, Product Marketing, Start-ups

Education
University of California, Santa Barbara   1981 — 1984
BA, Business Economics

Nathan Fergusson Nathan Fergusson Greater Boston Area Details
Nathan Fergusson's Financial Engines Experience
Job Financial Engines
Industry Financial Services
Experience
Financial Engines  

Skills
Retirement, Financial Services, Wealth Management, 401k, Mutual Funds, Retirement Planning

Education
Suffolk University Law School   2005 — 2009
JD, Employee Benefits

Brant Suddath Brant Suddath Greater Atlanta Area Details
Brant Suddath's Financial Engines Experience February 2013 - June 2015
Job Director of Compensation
Industry Retail
Experience
The Home Depot  August 2015 - Present
WellStar Health System  June 2015 - Present
Covenant Christian School  November 2012 - Present
DoubleNet Pay   June 2014 - Present
The Home Depot  June 2006 - July 2015
Financial Engines   February 2013 - June 2015
Bright Horizons  January 2012 - June 2015
Aon Hewitt  2010 - June 2015
Emory-Adventist Hospital  2009 - October 2012
Hewitt Associates  September 1996 - June 2006

Education
The University of Georgia   1988 — 1993
Bachelor of Arts (B.A.)

JD Kuchinski Jr. JD Kuchinski Jr. Menlo Park, California Details
JD Kuchinski Jr.'s Financial Engines Experience April 2014 - March 2015
Job Director, FP&A at MobileIron
Industry Information Technology and Services
Experience
MobileIron  March 2015 - Present
Financial Engines   April 2014 - March 2015
Financial Engines   April 2011 - March 2014
Financial Engines   July 2008 - March 2011
GE Commercial Finance  May 2007 - August 2007
Fidelity Investments  2005 - 2006
Bel Air Investment Advisers   2002 - 2003
American Financial Network  February 2001 - March 2002
Putnam Investments  December 1996 - December 2000

Skills
Financial Analysis, Accounting, Financial Planning, Strategic Planning, Investments, Portfolio Management, Finance, Financial Modeling, Corporate Finance, Forecasting, Risk Management, Process Improvement, Financial Reporting, Valuation, Analysis, Financial Services, Business Process..., Strategy, Business Strategy, Business Analysis, Asset Management, Start-ups, Budgets, Data Analysis, Competitive Analysis, Strategic Financial...

Education
University of Notre Dame - Mendoza College of Business   2006 — 2008
MBA

United States Military Academy at West Point   1992 — 1996

St. John's Preparatory School   1988 — 1992

Greg Jenkins, CFA Greg Jenkins, CFA Dallas/Fort Worth Area Details
Greg Jenkins, CFA's Financial Engines Experience January 2000 - December 2001
Job Senior Director at Invesco Ltd. Chair, Invesco DC Institute
Industry Investment Management
Experience
Invesco Ltd.  June 2010 - Present
Morgan Stanley Investment Management  2007 - 2010
Van Kampen Investments  2007 - 2010
Charles Schwab  December 2001 - April 2007
Financial Engines   January 2000 - December 2001
Scudder Investments  1997 - 2000
Invesco Aim  1992 - 1997
INVESCO Funds Group  1992 - 1997

Skills
Asset Allocation, Alternative Investments, Investment Management, Investment Advisory, 401k, Investment Strategies, Asset Management, Investments, Relationship Management, Separately Managed..., Series 3, Series 30, Series 79

Education
University of Colorado Boulder   1987 — 1991
BA, Economics

The University of Texas at Dallas   1998 — 2001
MBA, Finance

Bridget Logterman Bridget Logterman San Francisco Bay Area Details
Bridget Logterman's Financial Engines Experience August 2010 - Present
Job Associate GC and Assistant Secretary
Industry Legal Services
Experience
Financial Engines   August 2010 - Present
AGILENT TECHNOLOGIES, Inc  2000 - 2009
FRANKLIN RESOURCES, Inc  January 1997 - January 2000
WILSON SONSINI  January 1994 - January 1997
CHAPMAN AND CUTLER  January 1990 - January 1994

Skills
Mergers, Securities, Executive Pay, Corporate Law, Mergers & Acquisitions, Finance, Licensing, SEC filings, Corporate Governance, IPO, Equities, Strategy, Private Equity, Restructuring

Education
UNIVERSITY OF WISCONSIN
Bachelor of Arts, Journalism; Sociology

University of California, Hastings College of the Law
Juris Doctor

Larry Warble Larry Warble Greater New York City Area Details
Larry Warble's Financial Engines Experience March 2000 - December 2008
Job
Industry Financial Services
Experience
Xerox HR Solutions  May 2014 - Present
Verisight, Inc  April 2011 - July 2013
TD Bank  October 2009 - May 2011
Financial Engines   March 2000 - December 2008
Scudder Investments  1995 - March 2000

Skills
401k, Compliance, Consultative Selling, Mutual Funds, Investments, Selling, Sales, Series 7, Portfolio Management, Securities, Strategic Financial..., Alternative Investments, Credit, Equities, Wealth Management, ETFs, Negotiation, Employee Benefits, Retirement Planning, Investment Strategies, Hedge Funds, Defined Benefit, Fixed Income, Sales Process, Financial Services, Fixed Annuities, FINRA, Asset Management, Investment Management, Asset Allocation, Pensions, Investment Advisory, Series 63, Business Development, Relationship Management, Start-ups, Financial Advisory, Series 24, Series 6, Retirement, Financial Planning

Education
Saint Lawrence University   1984 — 1987
Bachelor of Science

Bronxville High School   1979 — 1983

Ron Ponce Ron Ponce San Francisco, California Details
Ron Ponce's Financial Engines Experience April 2002 - November 2008
Job Director of Professional Services at Castlight Health
Industry Information Services
Experience
Advent Software  February 2011 - May 2015
Financial Engines   April 2002 - November 2008
RS Consulting Services   2000 - 2002
Sapiet   2000 - 2001
Arthur Andersen  April 1998 - March 2000
Charles Schwab  August 1989 - March 1998
Schwab Institutional  March 1990 - September 1993

Skills
Process Engineering, Strategic Planning, Customer Relations, Continuous Improvement, Organizational..., Start-ups, Project Portfolio..., PMO, Management Consulting, Business Process..., Software Project..., Program Management, Process Improvement, Cross-functional Team..., SaaS, Project Execution, Team Building, Product Launch, Vendor Management, P&L Management, Team Leadership, Product Development, Product Strategy, Integration, Software Development..., Project Planning, Agile Project Management, SDLC, Business Requirements, Business Process, Agile, Product Management, Project Management, Management, Leadership, Agile Methodologies, Budgets, CRM, Customer Service

Education
University of California, Berkeley   1984 — 1989

Liz Amaral Liz Amaral Menlo Park, California Details
Liz Amaral's Financial Engines Experience July 2012 - Present
Job Product Management / Marketing for B2B2C
Industry Computer Software
Experience
Financial Engines   July 2012 - Present
Jemstep, Inc.   October 2010 - June 2012
Enkata  January 2008 - September 2010
InsideTrack  February 2006 - December 2007
Riverside Publishing  June 2004 - January 2006
Enkata Technologies  January 2004 - May 2004
Advent Software  June 1992 - June 2003

Skills
Product Management, Product Marketing, Product Strategy, Scrum, Product Innovation, Launch Of New Products, Product Launch, Competitive Analysis, SaaS, Agile Methodologies, Investment Advisory..., Retirement Planning, Integrated Marketing, Cross-functional Team..., Cloud Computing, Change Management, Integration, Business Development, Strategic Planning, Product Development, Leadership, Strategy, Strategic Partnerships, CRM, Marketing, Thought Leadership, Financial Services, Product Lifecycle..., Mergers & Acquisitions, Market Research, Analytics, Enterprise Software, Start-ups, Project Management, Go-to-market Strategy, Executive Management, Entrepreneurship, Professional Services, Salesforce.com, Business Alliances, Demand Generation, Mobile Applications, Lead Generation, User Experience, Mobile Devices, Sales, Web Analytics, Customer Acquisition, Multi-channel Marketing, Sales Enablement

Education
Stanford University
BA

Archana Desai Archana Desai Sunnyvale, California Details
Archana Desai's Financial Engines Experience April 2014 - Present
Job Software Engineer at Financial Engines
Industry Information Technology and Services
Experience
Financial Engines   April 2014 - Present

Skills
Hibernate, Struts, Java, JSP, Servlets, Spring, Tomcat, Web Services, Agile Methodologies, Java Enterprise Edition, java , jsp, servlet,..., Microsoft SQL Server, XML, Requirements Analysis, JavaScript, Core Java, SQL, PL/SQL, SSO, SAML 2.0, XSLT

Education
Shivaji University
Bachelor of Engineering (BEng), Computer Science

Brad Arbab Brad Arbab Greater Los Angeles Area Details
Brad Arbab's Financial Engines Experience July 2008 - September 2008
Job Ernst & Young LLP
Industry Accounting
Experience
EY  January 2014 - Present
Hinton, Kreditor & Gronroos, LLP   January 2013 - December 2013
Eton Bioscience, Inc.   August 2010 - January 2013
College Nannies & Tutors  September 2009 - August 2010
Cardiff Park Advisors   June 2009 - September 2009
Financial Engines   July 2008 - September 2008
Tumbleweed Communications  July 2008 - August 2008

Skills
Billing, Excel, Budgeting, Accounting, Word, PowerPoint, Microsoft Office, Access, Customer Relations, Problem Solving, Administration, Quickbooks, Inventory Management, Data Entry, Account Management, Financial Analysis, Accounts Receivable, Accounts Payable, Financial Reporting, Spreadsheets, Customer Service, QuickBooks, Auditing, Management, Microsoft Excel, Budgets, Microsoft Word, Corporate Tax, Tax Preparation, Tax Returns

Education
University of California, San Diego   2005 — 2009
BS, Management Science

University of California, Berkeley
Accounting

Michael Enriquez Michael Enriquez Greater Boston Area Details
Michael Enriquez's Financial Engines Experience June 2007 - November 2008
Job Retirement Plan Consultant at NFP
Industry Financial Services
Experience
NFP Corporate Services (NY)   May 2015 - Present
EBS Capstone Financial   October 2012 - February 2015
John Hancock  May 2011 - September 2012
The Angell Pension Group  December 2009 - October 2010
Financial Engines   June 2007 - November 2008
Principal Financial Group  2005 - 2007
Principal Financial Group  2003 - 2005

Skills
Qualified Retirement..., 401k, 403 b, Defined Benefit, Non-Qualified Deferred..., Financial Services, Mutual Funds, Investments, Retirement, Retirement Planning, Relationship Management, Series 63, Series 7, Series 65, Insurance, Employee Benefits, Investment Education

Education
Saint Anselm College   1988 — 1992

Stephen Chau Stephen Chau San Francisco Bay Area Details
Stephen Chau's Financial Engines Experience June 2000 - September 2000
Job Group Product Manager, Special Projects at Uber
Industry Internet
Experience
Uber  September 2014 - Present
Google Ventures  June 2014 - September 2014
Google  June 2012 - June 2014
Google  July 2006 - June 2012
Google  April 2004 - July 2006
Goldman, Sachs and Co.   June 2002 - April 2004
Stanford Student Enterprises  September 2001 - June 2002
Financial Engines   June 2000 - September 2000

Skills
Product Marketing, Start-ups, Analytics, Technical Leadership, Mergers, E-commerce, Usability Testing, Corporate Development, Product Management, Investments, Mobile Devices, Mobile Applications, Strategic Partnerships, Investment Banking, Venture Capital, SaaS, Mergers & Acquisitions, User Experience

Education
Stanford University   1998 — 2002
B.S., Computer Science

Alex Puatu Alex Puatu San Francisco Bay Area Details
Alex Puatu's Financial Engines Experience March 2011 - Present
Job Director at Financial Engines
Industry Information Technology and Services
Experience
Financial Engines   March 2011 - Present
PLYMOUTH ROCK STUDIOS  October 2008 - April 2010
PARAMOUNT PICTURES CORPORATION  March 1997 - September 2008
VERTICAL SYSTEMS CORPORATION   March 1995 - February 1997
NETWORK SYSTEMS GROUP   January 1992 - February 1995
NASA JPL  August 1986 - December 1991

Skills
Strategy, Information Technology, Leadership, ERP, Business Process, Management, Start-ups, Project Management, Business Strategy, Team Building, Consulting, Human Resources, Vendor Management, IT Service Management, Integration, CRM

Education
University of California, Los Angeles
Bachelor of Science, Mathematics and English

Christopher Weatherall Christopher Weatherall Phoenix, Arizona Area Details
Christopher Weatherall's Financial Engines Experience July 2010 - Present
Job Sr. Security Engineer at Financial Engines
Industry Information Technology and Services
Experience
Financial Engines   July 2010 - Present
SonicWALL  March 2010 - July 2010
eInstruction  January 2010 - March 2010
City of Brownsville, Texas  September 2008 - September 2009
City of Brownsville, Texas  April 2004 - September 2008
Brownsville Herald   June 2003 - June 2004

Education
The University of Texas at Austin   1999 — 2003

Western Governors University
MS, Information Security and Assurance

Nancy Frishberg Nancy Frishberg San Francisco Bay Area Details
Nancy Frishberg's Financial Engines Experience July 2013 - July 2015
Job Principal at Research + Strategy
Industry Information Technology and Services
Experience
Research + Strategy   July 2015 - Present
Financial Engines   July 2013 - July 2015
MSB Associates  September 2007 - September 2013
BayCHI  July 2008 - June 2010
UX Magazine   June 2008 - February 2009
Vinq   November 2005 - July 2007
Sun Microsystems  February 2003 - July 2004
Sun Microsystems  December 2000 - January 2003
New Media Centers   October 1996 - December 2000
Apple Computer  June 1993 - March 1996

Skills
Usability Testing, Field Studies, Workshop Facilitation, User Experience, User-centered Design, Design Thinking, American Sign Language, Information Architecture, Ethnography, Accessibility, Requirements Gathering, Heuristic Evaluation, Qualitative Research, Card Sorting, Group Dynamics, Simultaneous..., Human Computer..., Interaction Design, User Research, Experience Design, User Interface, Usability, Contextual Inquiry, Task Analysis, User Interface Design, Wire Framing, Content Strategy, User Experience Design, Mobile Devices, Product Design, Mobile Applications, Persona, Web Applications, Usability Engineering, Wireframes, Information Design, Design Strategy, Mobile Design, Visual Design, Rapid Prototyping, Paper Prototyping, Service Design, Human Factors, User Scenarios, Data Visualization, Focus Groups, Participatory Design, Research Design, Social Games, Online Focus Groups

Education
University of California, San Diego   1970 — 1973
M.A., Ph.D., Linguistics

University of California, Berkeley   1967 — 1970
A.B. with honors, Linguistics

Smith College   1966 — 1967

Continuing Professional Education

Jessie Guest Jessie Guest Greater Boston Area Details
Jessie Guest's Financial Engines Experience June 2013 - Present
Job Account Manager at Financial Engines
Industry Financial Services
Experience
Financial Engines   June 2013 - Present
Commonwealth Financial Network  June 2011 - June 2013
Commonwealth Financial Network  June 2011 - July 2012
Invest in Girls   September 2012 - 2012
Fidelity Investments  July 2010 - June 2011
Simmons College Technology Helpdesk   January 2009 - June 2010
Morgan Stanley Wealth Management  January 2010 - May 2010
Lantern Financial LLC  May 2009 - August 2009
Maine State Government   May 2008 - August 2008

Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Outlook, Customer Service, Social Networking, Investments, Series 7, Finance

Education
Simmons College   2006 — 2010
B.A, Economics

Craig Burnett Craig Burnett San Francisco, California Details
Craig Burnett's Financial Engines Experience May 1999 - May 2003
Job Account Director at Towers Watson
Industry Management Consulting
Experience
Towers Watson  May 2013 - Present
Buck Consultants  August 2011 - April 2013
Mercer  July 2008 - June 2011
Mercer  May 2003 - June 2008
Financial Engines   May 1999 - May 2003
Watson Wyatt  April 1995 - April 1999
Wells Fargo  July 1994 - July 1995
Howard Johnson & Co   February 1986 - June 1994

Skills
Employee Benefits, HR Consulting, Deferred Compensation, Talent Management, Performance Management, Executive Pay, Employee Engagement, Succession Planning, Organizational Design, Benefits Administration

Education
State University of New York College at Potsdam   1982 — 1985
B.A., Math

Jesse Babauta Jesse Babauta San Francisco Bay Area Details
Jesse Babauta's Financial Engines Experience March 2015 - Present
Job AP Manager / Sr. Accountant at Financial Engines
Industry Accounting
Experience
Financial Engines   March 2015 - Present
SolarCity  December 2014 - March 2015
Gilead Sciences  June 2014 - December 2014
Eventbrite  April 2014 - June 2014
Silver Spring Networks  March 2014 - April 2014
Tessera  January 2014 - February 2014
Audience, Inc.   March 2013 - December 2013
Cisco  April 2008 - March 2013
Art.com  July 2004 - April 2008
LookSmart, Ltd  October 2000 - June 2004

Skills
Accounting, Great Plains Software, Forecasting, Sarbanes-Oxley Act, Internal Controls, Account Reconciliation, Revenue Recognition, Variance Analysis, Accounts Payable, FRx, Fixed Assets, Accounts Receivable, Oracle R12 Financials, Oracle Discoverer 10g, Sage FAS, Budgets, Internal Audit, Journal Entries, Netsuite

Education
University of Guam
2 BBA, Finance-Economics and Management

Ben Trombley Ben Trombley San Francisco Bay Area Details
Ben Trombley's Financial Engines Experience July 2008 - April 2010
Job Cofounder at Datafox
Industry Computer Software
Experience
DataFox Inc   September 2013 - Present
Box  January 2012 - September 2013
Box  March 2010 - January 2012
Financial Engines   July 2008 - April 2010

Skills
PHP, Java, Front-end, Scalability, Distributed Systems, Hadoop, SaaS, Cloud Computing, Enterprise Software, JavaScript, Agile Methodologies, Linux, Software Engineering, Databases, CSS, REST, Web Applications

Education
Stanford University   2003 — 2007
BS, Computer Science

Vu Trang Vu Trang San Francisco Bay Area Details
Vu Trang's Financial Engines Experience February 2006 - July 2012
Job BI Engineer People Insights & Engineering at Facebook
Industry Computer & Network Security
Experience
Facebook  May 2015 - Present
LinkedIn  November 2013 - May 2015
LinkedIn  July 2012 - May 2015
Financial Engines   February 2006 - July 2012
Sun Microsystems  May 2002 - February 2006
Sun Microsystems  June 1999 - May 2002

Skills
Java, JSON, REST, XML, XSLT, SOAP, SQL, LDAP, SSO, SAML 2.0, Performance Tuning, Integration, Spring, Teradata Data Warehouse, Hive, Tableau, Software Development, Cloud Computing, Awesomeness, Software Engineering, Long Distance Running, Environmental Awareness, Ant, Spring Framework

Education
San Jose State University   1998 — 2002
Bachelors of Science, Computer Science

Paulina Sarao Paulina Sarao Greater Boston Area Details
Paulina Sarao's Financial Engines Experience July 2015 - Present
Job Consumer Marketing Project Specialist at Financial Engines
Industry Marketing and Advertising
Experience
Financial Engines   July 2015 - Present
Financial Engines   October 2013 - July 2015
Imagitas  August 2013 - September 2013
Imagitas  September 2010 - July 2013
Imagitas  October 2008 - September 2010
Putnam Investments  February 2007 - October 2008
Putnam Investments  July 2006 - December 2007

Skills
Direct Marketing, Advertising, Email Marketing, Microsoft Office, Customer Service, InDesign, Account Management, Direct Mail, QuarkXPress, Adobe Acrobat, Adobe Creative Suite, Online Advertising, Quality Assurance, Salesforce.com, Digital Marketing, Social Media Marketing, Photoshop, Lotus Notes, Proofing, Basecamp, Project Management, Inventory Management, ad trafficking, customer relationship..., Production Planning, Print Production Process, Social Media, Social Networking, Database Marketing, Call Centers, Lead Generation, Marketing Communications, NetSuite

Education
Salem State College   2002 — 2006
Bachelor of Science, Business and Administration

Josh Loftus Josh Loftus San Francisco Bay Area Details
Josh Loftus's Financial Engines Experience January 2002 - November 2003
Job Product Management at Google
Industry Internet
Experience
Google  June 2015 - Present
eBay Marketplaces  January 2012 - April 2015
eBay Marketplaces  January 2011 - December 2011
eBay Marketplaces  January 2010 - December 2011
eBay Marketplaces  January 2010 - December 2011
eBay Marketplaces  January 2008 - January 2010
eBay Marketplaces  January 2006 - December 2007
eBay Marketplaces  November 2003 - December 2005
Financial Engines   January 2002 - November 2003
Financial Engines   January 2001 - September 2002

Skills
Product Management, Product Requirements, E-commerce, Competitive Analysis, Product Planning, User Experience, Product Lifecycle..., Market Research, Information Architecture, Analytics, Strategy, Usability Testing, Management, Cross-functional Team..., Mobile Devices, A/B testing, Agile Methodologies, Strategic Partnerships, Monetization, Product Marketing, User Research, Start-ups, Mobile Applications, Scalability, Go-to-market Strategy, Web Analytics, Enterprise Software, Product Launch, Consumer Internet, User Interface, Usability, Leadership, SEM, Marketing, Mobile Marketing, Online Advertising, SaaS, Online Marketing, Mobile Internet, Big Data, Mobile Web Design

Education
Stanford University   1989 — 1993
BA, Human Biology

Tanya Roosta, Ph.D., MFE Tanya Roosta, Ph.D., MFE San Francisco Bay Area Details
Tanya Roosta, Ph.D., MFE's Financial Engines Experience August 2015 - Present
Job Financial Analytic Engineer at Financial Engines
Industry Financial Services
Experience
Financial Engines   August 2015 - Present
Moody's Analytics  May 2014 - Present
Federal Reserve Bank of San Francisco  June 2012 - May 2014
PwC  October 2011 - May 2012
Allianz Global Investors Capital  October 2010 - October 2011
Cisco Systems  August 2008 - March 2010
SRI International  June 2007 - September 2007
Cisco Systems  January 2001 - July 2001
Cisco Systems  2000 - 2001

Skills
Security, C, Java, Cisco Technologies, VPN, Wireless, Risk Management, Networking, Management, Switches, C++, Matlab, Python, Network Administration, Machine Learning, VBA, Routers, Perl, Financial Modeling, SQL, Agile Methodologies, Monte Carlo Simulation, Statistics

Education
University of California, Berkeley, Haas School of Business   2010 — 2011
Masters, Financial Engineering

University of California, Berkeley   2006 — 2008
M.A., Statistics

University of California, Berkeley   2005 — 2008
Ph.D., Electrical engineering and computer science

University of California, Berkeley   2001 — 2004
M.S., Electrical engineering and computer science

University of California, Berkeley   1998 — 2000
B.S., Electrical engineering and computer science

Leticia Miranda Leticia Miranda Washington D.C. Metro Area Details
Leticia Miranda's Financial Engines Experience January 2015 - Present
Job Senior Manager of Thought Leadership Communications at Financial Engines
Industry Public Policy
Experience
Financial Engines   January 2015 - Present
National Council of La Raza  April 2009 - October 2014
Dainamic Consulting, Inc.   January 2007 - November 2008
Next 10   September 2002 - November 2005

Skills
Economic Development, Quantitative Research, Qualitative Research, Marketing Strategy, Policy Analysis, Business Planning, Public Policy, US Hispanic Market, Fundraising, Policy, Marketing Communications, International..., Team Building, Strategy, Social Entrepreneurship, Grant Writing, Grants, Volunteer Management, Media Relations, Research, Strategic Communications, Program Evaluation, Public Speaking, Community Outreach, Nonprofits, Program Management, Strategic Planning

Education
Stanford University Graduate School of Business
MBA

University of California, Berkeley
BA, Economics

Doreen Li Doreen Li San Francisco Bay Area Details
Doreen Li's Financial Engines Experience April 2015 - Present
Job Lead Project Specialist at Financial Engines
Industry Marketing and Advertising
Experience
Financial Engines   April 2015 - Present
Financial Engines   November 2013 - Present
Financial Engines   June 2010 - November 2013
Local Concept, Inc.   September 2007 - March 2009
MarketingAnd   March 2007 - July 2007
La Jolla Playhouse  June 2006 - September 2006

Skills
Marketing, Management, Microsoft Office, Email Marketing, Marketing Communications, Business Development, Adobe Acrobat, Social Media, Project Management, Analysis, Editing, Customer Service, Translation, Localization, Brand Development, Outlook, Training, Microsoft Excel, Process Improvement, Leadership, Direct Marketing, Program Management

Education
University of California, San Diego
B.A, Visual Arts; Media Computing

Giovanni Ella Giovanni Ella San Francisco Bay Area Details
Giovanni Ella's Financial Engines Experience February 2014 - Present
Job Content Strategy & Marketing
Industry Computer Software
Experience
Financial Engines   February 2014 - Present
wordli   February 2009 - Present
Visa  September 2013 - February 2014
Resurrection Catholic School  March 2013 - May 2013
First Tech Federal Credit Union  2005 - 2013
Stanford Federal Credit Union  2003 - 2005
Catapult Direct   2001 - 2003
FusionOne  2000 - 2001

Skills
Inbound Marketing, Start-ups, Lead Generation, Online Marketing, Customer Service, Demand Generation, CRM, Strategy, Product Marketing, Enterprise Software, Cross-functional Team..., Vendor Management, Marketing, Strategic Partnerships, Program Management, Email Marketing, Online Advertising, Social Media Marketing, B2B, Marketing Strategy, Go-to-market Strategy, Mobile Devices, Sales, Product Development, Strategic Planning, E-commerce, Product Management, Project Management, Business Development, Multi-channel Marketing, Direct Marketing, Budgets, B2B Marketing, Integrated Marketing, Competitive Analysis, Mobile Marketing, Marketing Automation, Marketing Communications, Customer Acquisition

Education
San Jose State University
BA, Political Science

Marta Rauch Marta Rauch San Francisco Bay Area Details
Marta Rauch's Financial Engines Experience 2000 - 2001
Job Information developer, cloud, mobile, REST API lead
Industry Computer Software
Experience
Oracle Corporation  June 2007 - Present
Hyperion Solutions  December 2003 - June 2007
BMC Software  2001 - December 2003
Remedy / BMC   2000 - December 2001
Walt Disney Internet Group, GO.com, Infoseek   December 1998 - December 2001
Financial Engines   2000 - 2001
Hewlett-Packard  2000 - 2001
Adobe  January 1998 - October 1998
Apple Computer (Claris Division)   1993 - 1998
Raychem, Raynet Division   1990 - 1993

Skills
APIs, REST APIs, Wearables, Augmented Reality, Mobile Usability, User Interface, Cloud Computing, User Experience, User Interface Design, Content Strategy, Big Data, Mobile Applications, Mobile Devices, HTML, Usability, SEO, Web Analytics, Agile Project Management, Android, Social Media, Social Networking, SaaS, Mobile Documentation, Business Intelligence, Content Development, XML, Conference Presentations, CMS, Requirements Analysis, Web 2.0, Team Leadership, Agile, Online Communities, Localization, Accessibility, Technical Presentations, Continuous Improvement, Technology, Enterprise Software, Online Help, Software Documentation, Technical Documentation, XML Tools, Content Management, Documentation, Information Architecture, Gamification, FrameMaker, Technical Writing, Technical Communication

Education
Stanford University
BA

University of California Extension
Certificate in Managing the Development of Technical Information

Gayathri Rajan Gayathri Rajan San Francisco Bay Area Details
Gayathri Rajan's Financial Engines Experience 2004 - 2005
Job Director, Product Management at Google
Industry Internet
Experience
Google  2006 - Present
Financial Engines   2004 - 2005

Education
Stanford University Graduate School of Business   2002 — 2004
MBA

University of Pennsylvania   1995 — 1997
MSc, Computer Science, 4.0/4.0

Cambridge University
M.Engg, Chemical Engineering

SETH DAWSON SETH DAWSON San Francisco, California Details
SETH DAWSON's Financial Engines Experience December 2012 - July 2013
Job Lead Recruiter at Ellation/Crunchyroll/Creative Bug
Industry Human Resources
Experience
Crunchyroll  April 2014 - Present
Ellation  April 2014 - Present
Marketo  August 2013 - April 2014
Financial Engines   December 2012 - July 2013
Sephora  June 2012 - December 2012
Yelp.com  April 2012 - June 2012
Evolv On-Demand  January 2012 - April 2012
DeNA  May 2011 - October 2011
Meebo, Inc  September 2010 - April 2011
LOLapps  May 2010 - September 2010

Skills
Benefits Negotiation, Sourcing, Recruiting, Employment Law, Background Checks, Applicant Tracking..., Technical Recruiting, Internet Recruiting, Talent Acquisition, College Recruiting, Screening, Onboarding, Screening Resumes, Contract Recruitment, Executive Search, Human Resources, Start-ups, SDLC, Interviews, Social Networking, Performance Management, Sales, Talent Management, Cold Calling, Strategic Sourcing, Cloud Computing, Employee Benefits, Strategy, JavaScript, Resume Writing, HRIS, IT Recruitment, SaaS, Leadership, Employee Relations, Employer Branding, Employee Engagement, Program Management, Account Management, Vendor Management, Search, Permanent Placement, Staffing Services, HR Consulting, Mobile Devices, Personnel Management, Management, Temporary Placement, Entrepreneurship, Recruitment Advertising

Education
University of California, Berkeley   1997 — 1998
Business

John Thibault John Thibault San Francisco Bay Area Details
John Thibault's Financial Engines Experience 1999 - 2001
Job Founder, CEO iLobby
Industry Internet
Experience
iLobby   2012 - Present
The Thibault Foundation   1999 - 2011
Financial Engines   1999 - 2001
eBay  1996 - 1998
BOLDer Multimedia, Inc.   1993 - 1996
MCA Universal   1993 - 1996

Skills
Wrote 21 screenplays..., Advised 3 local..., E-commerce, Product Management, Product Marketing, Business Strategy, Online Advertising, Entrepreneurship, Strategic Partnerships, Cross-functional Team..., Start-ups, Marketing Strategy, Strategic Planning, Market Research, Marketing Communications, Marketing, Public Speaking, Advertising, Business Development, Online Marketing, Strategy, Digital Marketing, Digital Media, Analytics, Selling

Education
University of California, Los Angeles   1976 — 1978
Master’s Degree, Film and Business

Ryerson University   1972 — 1975
Bachelor of Arts (B.A.), Cinematography and Film/Video Production

Katherine Gabriana, CFA Katherine Gabriana, CFA San Francisco Bay Area Details
Katherine Gabriana, CFA's Financial Engines Experience December 2010 - Present
Job Senior Investment Analyst at Financial Engines
Industry Logistics and Supply Chain
Experience
Financial Engines   December 2010 - Present
Waterfront Container Leasing   September 2007 - November 2010
FTI Consulting  July 2006 - June 2007

Skills
Financial Analysis, Portfolio Management, SQL, Financial Modeling, Valuation, Bloomberg, Corporate Finance, Risk Management, Strategy, Investment Management, Financial Services, Accounting, Financial Reporting, Analysis, Finance, Data Analysis, Derivatives, Mergers & Acquisitions, Investments, Asset Management, Access, Asset Allocation

Education
St. Mary's College of California   2009 — 2010
M.S., Financial Analysis and Investment Management

Jefferson High School

University of California, Berkeley
B.A., Linguistics

Anika Murthy Anika Murthy Champaign, Illinois Details
Anika Murthy's Financial Engines Experience May 2013 - July 2013
Job Operations Analyst in CIB: Private Equity at JPMorgan Chase & Co.
Industry Financial Services
Experience
J.P. Morgan   June 2015 - July 2015
Stoke  May 2014 - August 2014
Financial Engines   May 2013 - July 2013
Palo Alto Chamber of Commerce  June 2011 - August 2011

Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Leadership, Teamwork, Public Speaking, Data Analysis, Time Management, Event Planning, Financial Analysis

Education
University of Illinois at Urbana-Champaign   2012 — 2016
Bachelor's degree, Finance

Henry M. Gunn High School   2008 — 2012

Shaunak Kakade Shaunak Kakade San Jose, California Details
Shaunak Kakade's Financial Engines Experience October 2014 - May 2015
Job Software Developer at IBM
Industry Computer Networking
Experience
IBM  September 2015 - Present
Financial Engines   October 2014 - May 2015
Tata Consultancy Services  December 2011 - January 2013

Skills
TCP/IP, Wireshark, Unix, CCNA, DB2, Windows Server, Red Hat Linux, Matlab, DNS, Network Security, JCL, C++, OPNET, GNS3, COBOL, Windows 7, Tcl-Tk, Network Performance..., Netbrain, Solarwinds, Visio, C, Shell Scripting, Networking

Education
San Jose State University   2013 — 2015
Master's degree, Electrical and Electronics Engineering

University of Pune   2007 — 2011
Bachelor of Engineering, Electronics and Telecommunication

Feng Tang Feng Tang San Francisco Bay Area Details
Feng Tang's Financial Engines Experience June 2010 - 2014
Job Data Systems | Analytics
Industry Financial Services
Experience
MonJa (www.monjaco.com)   2015 - Present
Financial Engines   June 2010 - 2014
MSCI Barra  April 2006 - May 2010
Apple  May 2005 - December 2006
The Princeton Review  October 2004 - May 2005
University of California, Berkeley  January 2003 - May 2004

Skills
SQL, Data Mining, VBA, Data Analysis, Python, Unix, R, Linux, Statistics, Integration, Data Management, Business Analysis, Project Management, Analytics, process engineering, document indexing

Education
University of California, Berkeley   2001 — 2004
Bachelor of Arts (BA), Applied Mathematics

William Hoskins William Hoskins San Francisco Bay Area Details
William Hoskins's Financial Engines Experience December 2011 - November 2012
Job Risk Model Research
Industry Financial Services
Experience
Federal Reserve Bank of San Francisco  March 2015 - Present
Financial Engines   December 2011 - November 2012
Risk Management Solutions  January 2010 - December 2011
Mellon Capital Management  2001 - 2009
Barclays Global Investors  1998 - 2001
Dean Witter  March 1994 - November 1997
Chevron  June 1982 - December 1991

Skills
Portfolio Management, Portfolio Optimization, Equities, Asset Managment, Quantitative Finance, Fixed Income, Asset Allocation, Quantitative Analytics, Hedge Funds, Derivatives, Bloomberg, Investments, Risk Management, Valuation, MBS, Financial Modeling, ABS, Trading, Investment Strategies, Capital Markets

Education
The University of Chicago   1987 — 1994
Ph.D./MBA

Stanford University   1981 — 1983
MS

University of California, Berkeley   1976 — 1981
AB

Lick Wilmerding HS   1972 — 1976
hs

Shannon Maloney Shannon Maloney Boston, Massachusetts Details
Shannon Maloney's Financial Engines Experience June 2015 - Present
Job Business Operations & Planning Manager at Financial Engines
Industry Financial Services
Experience
Financial Engines   June 2015 - Present
Financial Engines   September 2011 - May 2015
Seasons Federal Credit Union  May 2007 - September 2011

Skills
Financial Services, Event Management, Business Development, Product Marketing, Direct Marketing, Integrated Marketing, Online Marketing, CRM, Project Management, Leadership

Education
Temple University   2004 — 2008
B.A. Advertising, Copywriting

Alex Terzis Alex Terzis Scottsdale, Arizona Details
Alex Terzis's Financial Engines Experience April 2012 - February 2015
Job USAA
Industry Financial Services
Experience
USAA  February 2015 - Present
Financial Engines   April 2012 - February 2015
DPR REALTY  December 2009 - December 2014
Merrill Lynch, Pierce, Fenner & Smith   September 2011 - March 2012
Vanguard  February 2007 - September 2011
Edward Jones- Financial Services  August 2006 - February 2007
Target Corporation  March 1999 - February 2005

Skills
Investments, Insurance, Asset, Retirement, Real Estate, Series 7, Uniform Combined State..., Retirement Planning, Real Estate Transactions, Relationship Management, Consultative Sales..., 401k, Finance, Investment Strategies, Series 63, Mutual Funds, Asset Allocation, Wealth Management, Securities

Education
University of Arizona   2002 — 2006
Bachelor of Applied Science (B.A.Sc.), Agricultural Economics and Business Management

Jennifer Gruber Jennifer Gruber Redwood City, California Details
Jennifer Gruber's Financial Engines Experience June 2014 - September 2015
Job Student at The Art Institute of CaliforniaSilicon Valley
Industry Graphic Design
Experience
Financial Engines   June 2014 - September 2015

Skills
Layout, Illustration, InDesign, Logo Design, Digital Illustration, Illustrator, Photoshop, Graphic Design, Visual Communication, Vector Illustration, Posters, Branding & Identity, Dreamweaver, Graphics, Mac, Web Design

Education
The Art Institute of Art- Silicon Valley   2012 — 2014
Bachelor of Science (B.S.), Graphic Design

The Art Institute of California-Sunnyvale   2010 — 2012
Associate of Science (A.S.), Graphic Design

Divyanshu Abhichandani Divyanshu Abhichandani San Jose, California Details
Divyanshu Abhichandani's Financial Engines Experience June 2015 - Present
Job Software Engineering Intern at Financial Engines
Industry Computer Software
Experience
Financial Engines   June 2015 - Present
Eureka King Inc.   February 2015 - May 2015
Tucks and Bucks   February 2013 - December 2013

Skills
Core Java, Microsoft Word, HTML, Databases, TCP/IP, Software Installation, .NET, Network Administration, Routers, Eclipse, Linux, SQL, C, C++, Web Development, Java, CSS, JavaScript, Bootstrap, PHP, jQuery, HTML5, AJAX, Adobe Creative Suite, jQuery UI

Education
San Jose State University   2014 — 2015
Master's degree, Computer Software Engineering

Vivekanad Education Society's Institute Of Technology   2009 — 2012
Bachelor of Engineering (B.E.), Electronics and Telecommunication Engineering

Lidia Shong Lidia Shong San Francisco Bay Area Details
Lidia Shong's Financial Engines Experience January 2013 - January 2015
Job Head of Marketing at aboutLife
Industry Marketing and Advertising
Experience
aboutLife   January 2015 - Present
Financial Engines   January 2013 - January 2015
Intuit  April 2011 - September 2012
HPShopping.com  March 2006 - June 2010
CECNC - Catalog & Ecommerce Club of Northern California   2008 - 2010
Williams-Sonoma  February 2001 - March 2006

Skills
Multi-channel Marketing, Cross-functional Team..., Strategy, Marketing Strategy, Integrated Marketing, Email Marketing, Direct Marketing, E-commerce, Analytics, CRM, Marketing, Creative Direction, Database Marketing, Digital Marketing, Online Marketing, Customer Acquisition, Business Development, Sales, Product Management, Program Management, Web Analytics, Lead Generation, SEM, Customer Insight, Leadership, Customer Retention, Segmentation, Competitive Analysis, Direct Mail, Social Media, Demand Generation, Project Management, Web Marketing, B2B Marketing, Brand Loyalty, Market Research, Brand Management, Strategic Partnerships, Marketing Management, Online Advertising, Strategic Planning, Landing Page..., Management, Team Management, Product Marketing, Product Launch, Content Marketing, B2B, Start-ups, Social Media Marketing

Education
Universidade de Brasília
Bachelor of Science, Business Administration

University of California, Berkeley
Certificate, Marketing

Prashant Mantha Prashant Mantha San Francisco Bay Area Details
Prashant Mantha's Financial Engines Experience January 2014 - Present
Job User Experience Researcher
Industry Design
Experience
Financial Engines   January 2014 - Present
Broadcom  July 2010 - September 2011

Skills
PowerPoint, Word, Excel, InDesign, Design Collaboration, User Interaction, User Analysis, Microsoft Excel, Microsoft Word, Rapid Prototyping, User Interface Design, HTML, Illustrator, User Experience, JavaScript, Visio, Photoshop

Education
University of California, San Diego   2009 — 2013
Bachelor of Science (BS), Human Computer Interaction

Ei-Mang Wu Ei-Mang Wu San Francisco Bay Area Details
Ei-Mang Wu's Financial Engines Experience April 2006 - December 2011
Job Experienced Product Management leader at Marketo
Industry Computer Software
Experience
Marketo  January 2012 - Present
Financial Engines   April 2006 - December 2011
Charles Schwab & Co.   August 1999 - March 2006
Intel Corporation  June 1998 - August 1998
Intel Corporation  August 1994 - June 1997

Skills
Cross-functional Team..., Product Management, People Management, Strategic Planning, Customer Insight, Market Research, Customer Experience, Data Analysis, Personal Development, SaaS, Analytics, Marketing Automation, Agile Methodologies, Customer Acquisition, Customer Retention, Management, Business Planning, Business Strategy, Start-ups, Email Marketing, Strategy, Competitive Analysis, Communication Training, Lead Generation, Marketing Strategy, Leadership, Marketing, Segmentation, Product Development, Project Management, Strategic Partnerships, CRM, Team Management, E-commerce, Enterprise Software, Analysis, Executive Management, Go-to-market Strategy, Cloud Computing, Forecasting, Salesforce.com, Product Launch, Mobile Devices, Demand Generation, Sales, Business Intelligence, Mobile Applications, Product Lifecycle..., Sales Enablement, Business Development

Education
University of California, Berkeley - Walter A. Haas School of Business   1997 — 1999
MBA

University of California, Berkeley
BS, Electrical Engineering & Computer Science

Ken Fine Ken Fine San Carlos, California Details
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

Swaminathan Nandakumar Swaminathan Nandakumar San Francisco Bay Area Details
Swaminathan Nandakumar's Financial Engines Experience November 2004 - November 2008
Job Senior Software Manager QA at LG Electronics
Industry Computer Software
Experience
LG Electronics  March 2013 - Present
Dyyno   February 2009 - December 2012
Financial Engines   November 2004 - November 2008
Selectica  December 1999 - April 2004
Novell  March 1994 - December 1999

Skills
Agile Methodologies, SaaS, Unix, Cloud Computing, Java, XML, Linux, SQL, Perl, SDLC, Software Development, Product Management, Scrum, Software Quality..., JavaScript, Software Project..., Software Engineering, Testing, Enterprise Software, Java Enterprise Edition

Education
R.E.C
B, Tech Chemical Engineering

Santa Clara University
M.S, Computer Science

Hitesh Basantani Hitesh Basantani San Francisco Bay Area Details
Hitesh Basantani's Financial Engines Experience June 2015 - Present
Job Software Development Intern at Financial Engines Inc. | Looking for Fall 2015 Internship
Industry Information Technology and Services
Experience
Financial Engines   June 2015 - Present
CapGemini India Pvt Ltd  December 2011 - July 2014

Skills
SQL, PL/SQL, Core Java, Oracle, C++, Java, HTML, JavaScript, MySQL, Requirements Analysis, Microsoft SQL Server, Spring MVC, MongoDB, Web Services, Databases, Eclipse, CSS

Education
San Jose State University   2014 — 2016
Master's Degree, Computer Software Engineering

University of Mumbai   2007 — 2011
Bachelor In Engineering, Information Technology

Astrid Usong Astrid Usong Sunnyvale, California Details
Astrid Usong's Financial Engines Experience May 2013 - Present
Job User Experience Design Manager at Financial Engines
Industry Financial Services
Experience
Financial Engines   May 2013 - Present
Financial Engines   March 2012 - May 2013
Financial Engines   August 2003 - March 2012
Financial Engines   June 1999 - July 2003
Levi Strauss & Co.   June 1998 - September 1998
The White House  June 1997 - August 1997

Skills
Usability Testing, Prototyping, Information Architecture, Interaction Design, Human-computer..., User Experience, Customer Experience, Dreamweaver, User-centered Design, Photoshop, Series 65, Human Computer..., Brand Development, HTML 5, Product Management, Mobile Design, User Experience Design, Wireframes, User Interface, Visual Design, User Research, OmniGraffle, Persona, Digital Marketing, Adobe Fireworks, Contextual Inquiry, Management, Start-ups, User Interface Design

Education
Stanford University   1995 — 1999
B.A., Economics, Design

Michael Finch Michael Finch Bellevue, Washington Details
Michael Finch's Financial Engines Experience April 2008 - June 2009
Job Manager at Capgemini
Industry Management Consulting
Experience
Capgemini  September 2014 - Present
Infosys Consulting, Inc.   July 2013 - September 2014
HCL AXON  August 2011 - July 2013
Hydro One  2011 - 2013
Digital Divide Data  January 2011 - April 2011
Honeywell Aviation   August 2010 - December 2010
Financial Engines   April 2008 - June 2009
LSI  April 2006 - April 2007
Aerotek Aviation Engineering  2005 - 2006
United States Marine Corps  June 1998 - June 1999

Skills
Financial Analysis, Project Management, Negotiation, Accounting, Cross-cultural Teams, Business Strategy, Management Consulting, Market Research, Change Management, Program Management, Strategic Planning, Financial Modeling, Analysis, Management, Operations Management, Leadership, Consulting

Education
Thunderbird School of Global Management   2009 — 2011
MBA

University of Iowa - Henry B. Tippie College of Business   2000 — 2005
BA, Economics

Universidad del País Vasco/Euskal Herriko Unibertsitatea   2004 — 2004

Thomas Graziani Thomas Graziani Greater Boston Area Details
Thomas Graziani's Financial Engines Experience May 2014 - August 2014
Job Portfolio Manager at SCIFI Herlihy Fund
Industry Financial Services
Experience
SCIFI Herlihy Fund   August 2015 - Present
RSA, The Security Division of EMC  June 2015 - Present
Permal Group  January 2015 - May 2015
Financial Engines   May 2014 - August 2014

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Outlook, Public Speaking, Teamwork, Social Media

Education
Stonehill College   2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance, General

Jana Albert Randolph Jana Albert Randolph Cave Creek, Arizona Details
Jana Albert Randolph's Financial Engines Experience 1998 - 2000
Job Designer / Jana Randolph Design
Industry Graphic Design
Experience
Jana Randolph Design   1998 - Present
Fisher Creative Group   February 2011 - May 2011
Mindset  2006 - 2007
AIR Marketing  2006 - 2007
Dave’s Gourmet   2001 - 2003
Financial Engines   1998 - 2000
E.B. Lane   1997 - 1998
Young Associates  1996 - 1997
Alpern Ad Hoc   1996 - 1996
Holcomb Gallagher   1995 - 1996

Skills
Logo Design, Web Design, Advertising, Copywriting, Collateral

Education
The Ohio State University   1984 — 1989
BFA, Printmaking

Brad Ballard Brad Ballard San Francisco Bay Area Details
Brad Ballard's Financial Engines Experience June 2014 - October 2014
Job Finance/Data Analytics professional
Industry Financial Services
Experience
SolarCity  October 2014 - December 2014
Financial Engines   June 2014 - October 2014
San Jose State University  August 2013 - May 2014
Heart Capital  May 2013 - July 2013
The Ohio State University  January 2013 - May 2013
Writer and Photographer   February 2012 - July 2012
US Navy  January 2011 - January 2012
US Navy  September 2007 - December 2010

Skills
Data Analysis, Time Management, Talent Management, Strategic Planning, Vendor Management, Research, Microsoft Excel, Critical Thinking, Customer Service, Sales, Financial Analysis, Business Development, Microsoft Word, Microsoft Office, Grant Writing, Policy, Tutoring, Event Planning, Account Management, Technical Writing, Teaching, Manufacturing, Business Analysis, Public Speaking, Spanish, Higher Education, Team Building, Sales Management, Government, Visio, Curriculum Design, Human Resources, Leadership Development, Statistics, Navy, Inventory Management, Project Management, Business Strategy, Healthcare, Marketing Strategy, Teamwork, PowerPoint, Access, HIPAA, Leadership, Calculus, Analysis, Econometrics, Economics

Education
The Ohio State University
Bachelor of Science (B.S.), Economics

San Jose State University
Master of Arts (M.A.), Economics

Jon Chun Jon Chun San Francisco Bay Area Details
Jon Chun's Financial Engines Experience November 2014 - July 2015
Job Utility Player Corporate Incubation and Entrepreneurship
Industry Internet
Experience
Stealth Mode Startup Company  September 2014 - Present
JRG  September 2014 - Present
Stealth Company  August 2014 - Present
Yoyovision Ventures   April 2010 - Present
Financial Engines   November 2014 - July 2015
InvolveCare   December 2012 - May 2014
Healthagen  September 2012 - May 2014
Image Metrics  December 2011 - August 2012
Zadspace, Inc.   April 2010 - April 2011
Zadspace, Inc.   January 2007 - April 2010

Skills
Marketing Strategy, Business Planning, Positioning, Market Development, Product Management, Product Marketing, Start-ups, Strategic Partnerships, Business Development, Product Development, Entrepreneurship, Competitive Analysis, Mobile Devices, Strategy, E-commerce, SEM, Marketing

Education
University of California, Los Angeles - The Anderson School of Management   1998 — 2000
MBA, Business Administration and Management, General

University of California, Berkeley
BS, Mechanical Engineering

University of California, Berkeley
BS, Materials Science Engineering

Jim Wallace Jim Wallace San Francisco Bay Area Details
Jim Wallace's Financial Engines Experience May 2011 - March 2012
Job Senior Project Manager for Marketing Communications
Industry Marketing and Advertising
Experience
Charles Schwab  May 2015 - July 2015
Blue Shield of California  December 2014 - February 2015
Charles Schwab - Charles Schwab Bank   March 2014 - October 2014
Union Bank  July 2013 - December 2013
Pacific Gas and Electric Company  April 2012 - July 2013
Financial Engines   May 2011 - March 2012
Charles Schwab  May 2009 - February 2010
Financial Engines   August 2004 - November 2008
Euro RSCG Life  October 2003 - May 2004
Barclays Global Investors  July 2001 - February 2003

Skills
Integrated Marketing, Vendor Management, CRM, Email Marketing, Product Management, Project Management, Marketing Strategy, Multi-channel Marketing, Marketing Communications, Forecasting, Cross-functional Team..., Product Marketing, Account Management, Offset Printing, Direct Marketing, Process Improvement, Collateral, E-commerce, Consulting, Vendor Relationships, Online Marketing, Program Management, Competitive Analysis, Strategic Planning, Business Strategy, Business Analysis, Project Portfolio..., Start-ups, Negotiation, Digital Marketing, Direct Mail, Cross Functional Team..., Brand Management, Mac, Brand Development, Internal Communications, Contract Negotiation, SharePoint, Creative Problem Solving, Microsoft Excel, Invoicing, Office Management, PowerPoint, Proofreading, Channel, Marketing Management, Risk Management, Segmentation, Workfront, Adobe Acrobat

Education
Rutgers University-New Brunswick   1973 — 1977
BA

Edison Township High School   1970 — 1973
College Prep

Herbert Hoover Junior High School

Cris LeMaster Cris LeMaster San Francisco Bay Area Details
Cris LeMaster's Financial Engines Experience March 2001 - September 2004
Job Principal Software Engineer IndieMotionPicture.com / Consulting Engineer LeMaster Group LLC
Industry Computer Software
Experience
IndieMotionPicture.com   January 2012 - Present
LeMaster Group LLC   July 2008 - Present
Organic Inc.  May 2007 - October 2008
Content Lifecycle Management Software   May 2006 - July 2007
Finaplex (Now Broadridge)   May 2005 - May 2006
Financial Engines   March 2001 - September 2004
MyCFO  September 2000 - March 2001
Charles Schwab and Co  December 1997 - September 2000
HL Yoh Company  January 1994 - December 1997
Exponent  February 1991 - December 1993

Skills
XML, Software Development, Web Services, Ruby on Rails, Java, Javascript, CSS Javascript, Web Video, Web Development, Website Development, Enterprise Software, Enterprise Architecture, JSON, Git, Start-ups, Start-up Consulting, Consulting, JavaScript, Databases, AJAX, JSP, Perl

Education
Texas A&M University-Corpus Christi
Bachelor's degree, Computer Science. Systems Software

David Weiskopf David Weiskopf San Francisco Bay Area Details
David Weiskopf's Financial Engines Experience June 2013 - Present
Job Vice President, Corporate Communications at Financial Engines
Industry Public Relations and Communications
Experience
Financial Engines   June 2013 - Present
Weiskopf PR   April 2013 - June 2013
Fleishman-Hillard  September 2010 - April 2013
Charles Schwab  January 2008 - August 2010
Wells Fargo  July 2006 - January 2008
Chiron  February 2005 - July 2006
Ketchum  March 2002 - December 2004
Weber Shandwick  August 1999 - February 2002
Levi Strauss & Co.   March 1994 - December 1998
Adams, Duque & Hazeltine   1991 - 1993

Skills
Community Development, Corporations, Crisis Communications, Media Relations, Corporate Communications, Strategic Communications, Communication Training, Internal Communications, Public Relations, Reputation Management, Corporate Social..., Crisis Management, Message Development, Speech Writing, Public Affairs, Spokesperson, Publicity, Marketing Communications, Integrated Marketing, Communications Planning, Investor Relations, Thought Leadership, Strategy, Press Releases, Brand Awareness, Positioning, Messaging, Government, International Relations, Social Media, Content Development, Content Strategy, Analyst Relations

Education
UC Hastings College of the Law   1989 — 1992
JD

UC Berkeley   1982 — 1987
BA

Shin Inoue Shin Inoue San Francisco Bay Area Details
Shin Inoue's Financial Engines Experience 2008 - 2012
Job Cofounder & CEO at ForUsAll
Industry Financial Services
Experience
ForUsAll, Inc.   2013 - Present
Criteria, Inc.   2012 - Present
Financial Engines   2008 - 2012
Simply Bento, LLC   2005 - 2008
Financial Engines   2000 - 2005
Morgan Stanley  1997 - 1999

Education
Stanford University   1996 — 1997
M.S., Operations Research

Stanford University   1992 — 1996
B.S., Mathematical & Computational Science

Aarthi Srinivasan Aarthi Srinivasan San Francisco Bay Area Details
Aarthi Srinivasan's Financial Engines Experience February 2013 - Present
Job Experienced Product Mgmt Leader
Industry Computer Software
Experience
Financial Engines   February 2013 - Present
Intuit  2011 - 2013
JPMorgan Chase  2009 - 2011
IBM Global Business Services  August 2007 - June 2009
Oracle Corporation  February 2004 - May 2005
Oracle Corporation  June 2003 - January 2004
Oracle Corporation  March 2001 - May 2003
Oracle Corporation  January 2000 - March 2001

Skills
Product Management, Strategy, Building Relationships, Enterprise Software, SaaS, Cross-functional Team..., Product Development, Agile Methodologies, New Business Development, Go-to-market Strategy, Cloud Computing, Competitive Analysis, Product Marketing, Analytics, Leadership, Strategic Partnerships, Marketing, Management, User Experience, E-commerce, Start-ups, Executive Management, Analysis, Business Intelligence, Consulting

Education
University of Pennsylvania - The Wharton School
MBA

Stony Brook University
MS

University of Madras
BE

Wayne Atwell Wayne Atwell San Francisco Bay Area Details
Wayne Atwell's Financial Engines Experience January 2009 - September 2012
Job
Industry Computer Software
Experience
Five9  September 2012 - Present
Financial Engines   January 2009 - September 2012
Financial Engines, Inc.   2004 - January 2009
BEA Systems, Inc  1996 - 2003
Novell Inc  1989 - 1996
Lockheed Missiles and Space  1986 - 1989

Skills
SQL, Data Analysis, Escalation Management, Call Center, Customer Relations, Vendor Management, Product Management, Integration, Analytics, Salesforce.com, Process Improvement, People Management, Cloud Computing, Project Management, SaaS, Troubleshooting, System Administration, Technical Support, CRM, Databases, Unified Communications, IVR, Call Centers, Professional Services, Enterprise Software, Software Project..., Program Management, Management, Cross-functional Team..., Incident Handling, Customer Service

Education
Santa Clara University   2000 — 2003
MBA

San Jose State University
BSEE

Wendy Woon Wendy Woon San Francisco Bay Area Details
Wendy Woon's Financial Engines Experience Online Product Development ManagerBlackhawk NetworkMay 2009 - December 2009
Job Product Manager
Industry Internet
Experience
Financial Engines   Online Product Development ManagerBlackhawk NetworkMay 2009 - December 2009
FedEx Freight  2005 - 2008
Allison Transmisson   2002 - 2004
Allison Transmission GM Powertrain   1999 - 2002

Education
Agile Learning Labs
Certified Scrum Product Owner

Santa Clara University
MBA

The University of British Columbia
Award of Achievement

The University of Memphis

Wittenberg University
BA

Michelle Connelly Michelle Connelly Greater Boston Area Details
Michelle Connelly's Financial Engines Experience August 2014 - Present
Job Creative Lead, Sponsor and Provider Marketing at Financial Engines
Industry Design
Experience
Financial Engines   August 2014 - Present
New York Life Retirement Plan Services  April 2013 - July 2014
New York Life Retirement Plan Services  April 2010 - January 2013
Pearson Education  September 2009 - April 2010
MLConnelly.com   October 2001 - September 2009
The Cosgrove Group   April 1998 - October 2001
New England School of Art & Design - Suffolk University   January 1999 - May 2001
Stone & Webster  October 1993 - April 1998

Skills
Marketing Communications, Graphic Design, Social Media, Financial Services, Adobe Creative Suite, Advertising, Art Direction, Logo Design, Marketing, Creative Direction

Education
Syracuse University   1988 — 1992
BFA, Computer Graphics

Eva Smith Glynn Eva Smith Glynn San Francisco Bay Area Details
Eva Smith Glynn's Financial Engines Experience July 2000 - March 2004
Job Marketing Communications Professional
Industry Marketing and Advertising
Experience
Fujitsu Microelectronics  October 2008 - June 2010
Fujitsu  August 2008 - October 2008
Financial Engines   July 2000 - March 2004
Barclays Global Investors  June 1999 - July 2000
Barclays Global Investors  June 1998 - June 1999
Barclays Global Investors  September 1996 - May 1998

Education
University of California, Santa Cruz   2005 — 2008
Business Administration, Certificate

University of California, Davis   1987 — 1991
Comparative Literature and French

Joshua Schwab Joshua Schwab San Francisco, California Details
Joshua Schwab's Financial Engines Experience August 1999 - July 2007
Job research programmer at UC Berkeley dept of Biostatistics
Industry Primary/Secondary Education
Experience
UC Berkeley dept of Biostatistics   September 2011 - Present
Aspire Public Schools  July 2007 - June 2011
Financial Engines   August 1999 - July 2007

Education
Stanford University   1995 — 1999
BA, MS, Economics, Operations Research

Gregory Stein Gregory Stein San Francisco Bay Area Details
Gregory Stein's Financial Engines Experience June 1999 - Present
Job Director, Financial Technology at Financial Engines
Industry Financial Services
Experience
Financial Engines   June 1999 - Present
Bank of America  December 1997 - April 1999
North American Mortgage Company  September 1996 - November 1997

Skills
Financial Services, Portfolio Optimization, Valuation, Financial Modeling, Portfolio Management, Derivatives, Investments, Financial Risk, Capital Markets, Statistics

Education
Stanford University Graduate School of Business   1995 — 1996
Finance

Stanford University   1987 — 1992
A.B./A.M., Economics

Linda Carpino Linda Carpino Greater Boston Area Details
Linda Carpino's Financial Engines Experience 2006 - 2011
Job Communications Consultant at Xerox HR Solutions
Industry Marketing and Advertising
Experience
Xerox HR Solutions  November 2013 - Present
Strategic Communication Solutions   June 2005 - November 2013
Financial Engines   2006 - 2011
Fidelity Investments  1995 - 2005
Lowes Companies  1992 - 1995

Skills
Copy Editing, Financial Services, Marketing Communications, Budgets, Strategy, Strategic Communications, Email Marketing, Internal Communications, Integrated Marketing, Corporate Communications, Marketing Strategy, Marketing, Social Media Marketing, Advertising, Project Management, Social Media

Education
University of Hartford   1982 — 1985
MA, Communications

University of Connecticut   1973 — 1977

Wethersfield High School   1970 — 1973

Leona Jay Leona Jay San Francisco Bay Area Details
Leona Jay's Financial Engines Experience October 2014 - Present
Job Principal Internal Auditor at Financial Engines
Industry Accounting
Experience
Financial Engines   October 2014 - Present
Accretive Solutions fka Horn Murdock Cole   September 2004 - October 2014
Horn Murdock Cole  2003 - 2004
Various Companies  1993 - 2003
Unisys  1988 - 1993
Coopers & Lybrand (now PwC)   1985 - 1988

Skills
Accounting, Auditing, Financial Reporting, Sarbanes-Oxley Act, Cost Accounting, Sarbanes-Oxley, Internal Controls, Account Reconciliation, Internal Audit, Finance, Payroll, Fixed Assets, Process Improvement, Business Process, Governance, Consolidation, Financial Analysis

Education
San Jose State University   1979 — 1983
Bachelor of Science (B.S.), Accounting

Jan Kennedy Jan Kennedy San Francisco Bay Area Details
Jan Kennedy's Financial Engines Experience April 2004 - Present
Job Creative Direction and Design
Industry Financial Services
Experience
Financial Engines   April 2004 - Present
Aspect Communications  September 2001 - February 2003
Outpurchase   September 2000 - August 2001
Chipshot.com  June 1999 - August 2000
PointCast  November 1998 - April 1999
Storm Technology, Inc.   November 1997 - October 1998
Intuit  January 1995 - October 1997

Skills
Integrated Marketing, Marketing Strategy, Collateral, Direct Marketing, Email Marketing, Marketing Communications, User Experience, Product Marketing, Corporate Branding, Brand Architecture, Graphic Design, Art Direction, Product Management, Web Design

Education
San Jose State University
Bachelor of Arts (BA), Graphic Design

Doris Keller Doris Keller San Francisco Bay Area Details
Doris Keller's Financial Engines Experience May 2004 - May 2009
Job Customer Success Professional at SuccessFactors
Industry Information Technology and Services
Experience
SuccessFactors  March 2015 - Present
IntApp  March 2012 - March 2015
American Century Investments  September 2009 - June 2011
Financial Engines   May 2004 - May 2009
Wachovia, Info-One   June 2000 - August 2003
Jackson National Life  July 1998 - June 2000
Charles Schwab  June 1996 - July 1998

Skills
Customer Relations, Presentation Development, Account Management, Integration, SaaS, Project Management, Software Project..., Cross-functional Team..., Business Analysis, Business Process..., Marketing, Program Management, Relationship Management, CRM, Customer Service, Management, Product Marketing, Salesforce.com, Team Leadership

Education
Santa Clara University - Leavey School of Business   2009 — 2013
MBA

University of the Pacific   1992 — 1996
Bachelor of Arts

Brooke Crosland Rupp Brooke Crosland Rupp San Francisco Bay Area Details
Brooke Crosland Rupp's Financial Engines Experience May 2011 - Present
Job Senior Portfolio Analyst at Financial Engines
Industry Banking
Experience
Financial Engines   May 2011 - Present
Merrill Lynch  January 2009 - March 2011
Interbank FX  June 2007 - September 2007
Zions Bank  June 2006 - August 2006

Skills
Fixed Income, Portfolio Management, Derivatives, Financial Modeling, Valuation, Microsoft Office, Equity Derivatives, Quantitative Analytics, Investment Management, Analytics, Equities, Bloomberg, Investments, Asset Allocation, Statistical Modeling, Financial Analysis, Hedge Funds, Quantitative Finance, VBA, Capital Markets, Microsoft Excel, Investment Strategies, Technical Analysis

Education
Stanford University   2007 — 2009
Masters of Science

Tufts University   2004 — 2007
Bachelor of Arts

Suzanne Donahue Suzanne Donahue Greater Boston Area Details
Suzanne Donahue's Financial Engines Experience 2004 - Present
Job Sr. Comm. Manager at Financial Engines
Industry Financial Services
Experience
Financial Engines   2004 - Present
Putnam Investments  2000 - 2004
State Street Bank  1998 - 2000
Brown Brothers Harriman  1994 - 1998

Education
Union College   1990 — 1994

William Drummy William Drummy Greater Boston Area Details
William Drummy's Financial Engines Experience July 2011 - Present
Job Account Manager at Financial Engines
Industry Printing
Experience
Financial Engines   July 2011 - Present
Financial Engines   July 2008 - August 2011
W.A. Wilde   October 2006 - July 2008
Robert Half (OfficeTeam)   March 2006 - October 2006
Yellow Book (Transwestern Publishing)   January 2005 - February 2006
Yellow Book USA  2005 - 2006
State Street Bank  2000 - 2001

Skills
Direct Mail, Direct Marketing, Account Management, Marketing Communications, Marketing, Email Marketing, Advertising, Integrated Marketing, New Business Development, Trade Shows, Strategic Planning, Microsoft Excel, B2B

Education
University of Cincinnati   1997 — 2000
BFA, Theater

Michelle (Won) Belanger Michelle (Won) Belanger San Francisco Bay Area Details
Michelle (Won) Belanger's Financial Engines Experience March 2010 - November 2011
Job Administrative Assistant at Facebook
Industry Financial Services
Experience
Facebook  August 2015 - Present
Esper Technologies   November 2014 - Present
Salesforce.com  March 2014 - November 2014
Walmart.com  October 2011 - March 2014
Financial Engines   March 2010 - November 2011
California State Automobile Association (CSAA)   January 2005 - March 2010
AAA Northern California, NV & UT   January 2005 - March 2010
Christie L. Fraser, A Law Corporation   2002 - 2005
JLF Franklin Wealth Planning   2000 - 2002
Lockheed Martin Space Systems Company  1999 - 2000

Skills
Calendaring, PeopleSoft, Administrative..., Outlook, Office Management, Expense Reports, Cross Functional..., Spreadsheets, Expense Management, Visio, Work Independently with..., Notary Public, Works well with people, Expenses, Positive Team Player, Resourceful..., Notary, Software Documentation, Executive..., Board Administration, Legal Writing, Microsoft Word, Travel Planning, WebEx, Office Administration, Administrative...

Education
San Jose State University
Bachelor of Science, Business Administration

Sheila O'Sullivan Sheila O'Sullivan Boston, Massachusetts Details
Sheila O'Sullivan's Financial Engines Experience September 2011 - 2013
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  July 2014 - Present
TIAA-CREF  July 2013 - July 2014
Financial Engines   September 2011 - 2013
Fidelity Investments  2006 - 2010
Sun Life Financial  2002 - 2005
BlueBlack   2001 - 2002
isky.com   2000 - 2001
Marketing Drive Worldwide  1994 - 2000

Skills
Strategic Partnerships, Strategy, Competitive Analysis, Marketing Strategy, Cross-functional Team..., Marketing, Strategic Planning, Advertising, Financial Services, Management, Sales Operations, Leadership, Public Relations, P&L Management, Sales Management, Budgets, Customer Retention, Executive Management, Event Planning, Corporate Branding, Series 63, Product Development, Product Marketing, Sales, Customer Acquisition, B2B Marketing

Education
University of Virginia - Darden Graduate School of Business Administration
MBA

Trinity College-Hartford
BA, Economics and Political Science

Shance Ordell Shance Ordell San Francisco Bay Area Details
Shance Ordell's Financial Engines Experience November 2002 - Present
Job Software Developer at Financial Engines
Industry Computer Software
Experience
Financial Engines   November 2002 - Present
i2 Technologies  1999 - 2001
The Vantive Corporation   1994 - 2001

Skills
Agile Methodologies, Java, SaaS, Web Services, Java Enterprise Edition, Enterprise Software, Software Development, SQL, XML, REST, Microsoft SQL Server, Ant, JavaScript, JSP, AJAX, Software Design, Production Support

Education
University of Arizona   1989 — 1994
Bachelor's degree, Management Information Systems, General

Siddarth Sah Siddarth Sah San Francisco Bay Area Details
Siddarth Sah's Financial Engines Experience March 2010 - July 2014
Job Software Engineer at Quantcast
Industry Computer Software
Experience
Quantcast  July 2014 - Present
Financial Engines   March 2010 - July 2014
QuinStreet  February 2010 - March 2010
Instructional Technology Lab (University of Illinois at Chicago)   August 2007 - August 2009
Yahoo!  May 2008 - August 2008

Skills
SQL, JavaScript, Java, SSIS, Oracle, Microsoft SQL Server, OBIEE, Web Services, BI Publisher, Agile Methodologies, Perl, OOP, J2EE Application..., HTML 5, Salesforce.com, Apex Programming, Visual Force, Informatica, salesforce ad, Big Data, Hadoop, Analytics, Salesforce.com..., QlikView Development, MongoDB

Education
University of Illinois at Chicago   2007 — 2009
MS, Computer Engineering

University of Mumbai   2002 — 2006
Bachelors, Electronics and Telecom

Dan Masciantonio Dan Masciantonio Greater Boston Area Details
Dan Masciantonio's Financial Engines Experience August 2007 - Present
Job Senior Project Manager at Financial Engines
Industry Financial Services
Experience
Financial Engines   August 2007 - Present
Fidelity Investments  December 1997 - August 2007

Skills
PMP, Certified Project..., Project Management..., People..., Strategic Planning &..., Implementation/Operation..., Benefits..., MS Project, Project Management, CRM, PMO, Vendor Management, Systems Analysis, Management, Software Project..., Financial Services, Budgets, Business Analysis

Education
University of New Haven   1991 — 1996
Master of Business Administration (MBA), Accounting and Finance

Syracuse University   1986 — 1990
Bachelor of Arts (BA), Political Science and Government

Patsy Hauer Patsy Hauer Fort Worth, Texas Details
Patsy Hauer's Financial Engines Experience 2009 - December 2011
Job Vice President, Brand Marketing at Elevate
Industry Financial Services
Experience
Elevate  May 2014 - Present
Think Finance  April 2013 - May 2014
RadioShack  June 2011 - April 2013
Financial Engines   2009 - December 2011
.   October 2008 - June 2009
Wal-Mart  April 2006 - October 2008
Walmart.com  September 2001 - April 2005
Sapient  October 1997 - July 2001
Studio Archetype/Sapient   1997 - 2001

Skills
In-store Marketing, Creative Direction, Integrated Marketing, Advertising, E-commerce, Packaging, Marketing, Graphics, Strategy, Collateral, Campaigns, Brand Architecture, Graphic Design, Strategic Planning, Logo Design, Broadcast, Creative Strategy, Corporate Identity, Corporate Branding, Art Direction, Branding & Identity, User Experience, Online Marketing, Brand Development, Direct Marketing, Email Marketing, Direct Mail, Adobe Creative Suite, Management, Leadership, Marketing Strategy, Digital Marketing, Marketing Communications, Brand Awareness, Multi-channel Marketing, Online Advertising

Education
University of Cincinnati   1985 — 1990
Bachelor of Science (BS), Graphic Design

University of Cincinnati   1985 — 1990
BS Graphic Design, Graphic Design

Jill (Kauzlarich) Simpson Jill (Kauzlarich) Simpson Phoenix, Arizona Area Details
Jill (Kauzlarich) Simpson's Financial Engines Experience August 2011 - Present
Job Project Manager at Financial Engines
Industry Financial Services
Experience
Financial Engines   August 2011 - Present
Charles Schwab  September 2010 - August 2011
Hewitt Associates  September 2009 - May 2010
bswift  May 2008 - September 2009
Lincoln Financial Group  July 2007 - May 2008
Lincoln Financial Group  November 2002 - July 2007
Lincoln Financial Group  September 1999 - November 2002

Education
University of Illinois at Urbana-Champaign   1994 — 1998
Bachelor of Arts, Economics

Apurva Shetye Apurva Shetye San Francisco Bay Area Details
Apurva Shetye's Financial Engines Experience November 2011 - Present
Job DBA at Financial Engines
Industry Computer Software
Experience
Financial Engines   November 2011 - Present
Texas A&M University System  March 2009 - November 2011
University of Houston  June 2007 - February 2009
ICICI Bank Limited  August 2005 - December 2006

Skills
Database Administration, Database Development, Database Security, Databases, Data Warehousing, Microsoft SQL Server

Education
University of Houston   2007 — 2008
Master's, Computer Science

University of Mumbai   2001 — 2005
Bachelor's, Computer Engineering

Nick Wyer Nick Wyer Phoenix, Arizona Area Details
Nick Wyer's Financial Engines Experience July 2012 - Present
Job Financial Advisor at Financial Engines
Industry Financial Services
Experience
Financial Engines   July 2012 - Present
Merrill Edge  September 2010 - March 2012
Charles Schwab  January 2008 - September 2010

Skills
Series 7, Series 63, Mutual Funds, Securities, Investments, Asset Managment, Financial Services, Trading, Financial Analysis, Uniform Combined State..., Customer Service, Sales, Microsoft Excel, Series 65, Account Management, Sales Management, Microsoft Office, FINRA, ETFs, Retirement Planning

Education
University of Arizona   2002 — 2007
Major: Economics, Minor: Business

Paul Gamble Paul Gamble Greater Boston Area Details
Paul Gamble's Financial Engines Experience March 2015 - Present
Job Executive Vice President, Distribution & Institutional Services at Financial Engines
Industry Financial Services
Experience
Financial Engines   March 2015 - Present
F-Squared Investments  May 2013 - March 2015
Financial Engines   2000 - April 2013
Scudder Investments  1998 - 2000
Fidelity Investments  1991 - 1998

Skills
Investments, 401k, Defined Benefit, Retirement, Sales, Employee Benefits

Education
The College of Wooster

Xia Jin Xia Jin San Francisco Bay Area Details
Xia Jin's Financial Engines Experience March 2000 - December 2010
Job Siri Software Development Engineer at Apple Inc.
Industry Computer Software
Experience
Apple Inc.  December 2010 - Present
Financial Engines   March 2000 - December 2010

Skills
Java, Software Development, Software Engineering, Distributed Systems, Algorithms

Education

MBA, Finance

Rochester Institute of Technology
Master of Science (MS), Computer Science

Zhejiang University
Computer Science

Bill Nicholson Bill Nicholson San Francisco Bay Area Details
Bill Nicholson's Financial Engines Experience June 2012 - Present
Job Director of Software Development at Financial Engines
Industry Financial Services
Experience
Financial Engines   June 2012 - Present
Financial Engines   July 2004 - July 2012
Financial Engines   2003 - 2004
Financial Engines   2000 - 2003
AT&T  1996 - 2000
Amdahl  1991 - 1996
Accenture  1988 - 1990

Skills
Software Development, Management, Software Project..., Agile Methodologies, Product Management, Cross-functional Team..., Integration, Vendor Management, SDLC, Program Management, Process Improvement, SaaS, Business Analysis, Enterprise Software, SQL, Business Process..., Business Intelligence, Project Management

Education
University of Illinois at Urbana-Champaign   1986 — 1988
MBA, Finance Concentration

University of Illinois at Urbana-Champaign   1981 — 1985
BS, Industrial Engineering

Lisa Kavanaugh Lisa Kavanaugh Greater Boston Area Details
Lisa Kavanaugh's Financial Engines Experience January 2008 - April 2014
Job Plan Sponsor and Provider Marketing Manager
Industry Financial Services
Experience
Financial Engines   January 2008 - April 2014
Fidelity Investments  May 2005 - December 2007
Fidelity Investments  May 2004 - May 2005
Fidelity Investments  2000 - 2004
Fidelity Investments  February 1997 - 2000
Fidelity Investments  1994 - 1997

Skills
Marketing Communications, Writing, Email Marketing, Marketing Strategy, Project Management, Building Relationships, Retirement, Investment Advisory..., Direct Marketing, Relationship Management, Mutual Funds, Competitive Analysis, Product Management, Integrated Marketing, Strategy, Management, Customer Acquisition, Segmentation, Program Management

Education
Saint Michael's College
Bachelor's Degree, English

Frederick DeDona Frederick DeDona Greater Boston Area Details
Frederick DeDona's Financial Engines Experience 2006 - 2008
Job Manager of Marketing Communications at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  October 2013 - Present
DALBAR, Inc.   September 2010 - October 2013
Fred DeDona Marketing, Design & Communications   January 2009 - September 2010
Financial Engines   2006 - 2008
DWS Scudder  1991 - 2006

Education
Saint Anselm College   1985 — 1989
BA, Political Science

Alison Tradd Bexson Alison Tradd Bexson Boston, Massachusetts Details
Alison Tradd Bexson's Financial Engines Experience June 2015 - Present
Job Marketing Manager at Financial Engines
Industry Financial Services
Experience
Financial Engines   June 2015 - Present
Financial Engines   August 2013 - Present
Financial Engines   February 2012 - August 2013
Telefonica O2 UK, Ltd   October 2009 - December 2011

Education
Rollins College   2004 — 2008
Bachelors Degree

Santa Reparata International School of Art - Florence, Italy   2007 — 2007

Cheryl Mahoney Cheryl Mahoney Greater Boston Area Details
Cheryl Mahoney's Financial Engines Experience November 2010 - Present
Job Senior Client Integration Manager at Financial Engines
Industry Financial Services
Experience
Financial Engines   November 2010 - Present
Citizens Bank  August 2010 - November 2010
ING  July 2008 - March 2009
CitiStreet  January 2006 - July 2008
CitiStreet  August 2001 - December 2005
State Street  April 1988 - July 2001

Skills
Project Management, Requirements Gathering, Product Development, Payroll, Data Conversion, Oral & Written..., CRM, SDLC, Relationship Management

Education
Suffolk University - Sawyer Business School   1983 — 1986
MBA, Finance and Marketing

University of Connecticut   1973 — 1977
BS, Education

Renuka Mishra Renuka Mishra San Francisco Bay Area Details
Renuka Mishra's Financial Engines Experience October 2012 - Present
Job Staff SQA Engineer at Financial Engines
Industry Computer Software
Experience
Financial Engines   October 2012 - Present
Financial Engines   June 2010 - October 2012
The Nielsen Company  November 2009 - May 2010
Volt Information Sciences  December 2008 - December 2009
Microsoft  February 2003 - June 2007
Microsoft  February 2000 - February 2003
Microsoft  November 1998 - February 2000

Skills
Microsoft SQL Server, Web Services, Databases, Testing, SQL, SSIS, Data Warehousing, Web Applications, User Acceptance Testing, Test Planning, Windows Server, Agile Methodologies, SDLC, Software Project..., Software Development, Scrum, XML, Requirements Analysis, Enterprise Software, Integration, Cloud Computing

Education
Sambalpur University
PG Diploma, Computer Applications

Utkal University
M.S., Mathematics

Alexander Ostrovsky Alexander Ostrovsky San Francisco Bay Area Details
Alexander Ostrovsky's Financial Engines Experience February 2013 - May 2014
Job
Industry Financial Services
Experience
Blue Shield of California  August 2014 - Present
Financial Engines   February 2013 - May 2014
SigFig  September 2011 - February 2013
Financial Engines   October 2010 - August 2011
Sierra Circuits  August 2009 - October 2010
Stanford Graduate School of Business  June 2007 - June 2009
E'nopi Learning Center  September 2006 - September 2007

Skills
Marketing, Customer Service, Forecasting, Accounting, Finance, Data Analysis, Microsoft Excel, Research, Microsoft Office, Sales, PowerPoint, Salesforce.com, Quality Management, Quality Assurance, Quality Operations, Analysis

Education
University of California, San Diego   2007 — 2009
Bachelor of Arts, Economics

Shrinidhi Bhat Shrinidhi Bhat Boulder, Colorado Details
Shrinidhi Bhat's Financial Engines Experience May 2014 - August 2014
Job Software Test Engineer at Arista Networks
Industry Computer Networking
Experience
Arista Networks  June 2015 - Present
University of Colorado Boulder  August 2013 - May 2015
Financial Engines   May 2014 - August 2014
Infosys  September 2010 - June 2013

Skills
Juniper, Web Services, Networking, Network Administration, Network Security, Customer Support, C, TCP/IP, Telecommunications, Operating Systems, Cisco VoIP, Shell Scripting, VoIP, OSPF, Python, Juniper Technologies, Routers, Troubleshooting, Switches, BGP, Firewalls

Education
University of Colorado Boulder   2013 — 2015
Masters in Interdisciplinary Telecommunication Program, Networking and Security

Banglore Institute Of Technology   2006 — 2010
Bachelor of Engineering (BEng), Electronics and Communications Engineering

Gnyan Dham High School

Kenneth A. Grossenbacher Kenneth A. Grossenbacher San Francisco Bay Area Details
Kenneth A. Grossenbacher's Financial Engines Experience August 1998 - Present
Job FQA Manager at Financial Engines
Industry Financial Services
Experience
Financial Engines   August 1998 - Present
Infinity, a SunGard Company  1996 - 1998

Skills
Software Development, Management, Finance, Quality Assurance, Testing, Agile Methodologies, SQL, Software Project...

Education
The Johns Hopkins University
Ph.D., Geology

University of California, Berkeley
B.A., Geology

Reshma Dokania Reshma Dokania San Francisco Bay Area Details
Reshma Dokania's Financial Engines Experience July 2014 - Present
Job Software Developer at Financial Engines
Industry Computer Software
Experience
Financial Engines   July 2014 - Present
Indian Student Association - Swades   December 2013 - October 2014
SnapLogic  December 2013 - June 2014
Santa Clara University  September 2013 - December 2013
BMC Software  December 2009 - December 2012
BMC Software  December 2009 - December 2012
BMC Software  June 2009 - December 2009
BMC Software  May 2008 - August 2008

Skills
Agile Methodologies, Java, SQL, Design Patterns, JAWS, iOS Development, Web Services, Scrum, Linux, JavaScript, SDLC

Education
Santa Clara University   2013 — 2014
Master of Science (MS), Computer Science, 3.92

Mody Institute of Technology and Science   2005 — 2009
Btech in IT, Computer Engineering

University of Maryland College Park

Snehal Navalakha Snehal Navalakha Phoenix, Arizona Details
Snehal Navalakha's Financial Engines Experience February 2015 - Present
Job Financial Engines
Industry Information Technology and Services
Experience
Financial Engines   February 2015 - Present
Levementum  May 2014 - August 2014
Persistent Systems  July 2011 - June 2013

Skills
Project Management, Business Intelligence, Requirements Analysis, Dimensional Modeling, ETL, Agile Methodologies, Java, HTML, jQuery, XML, JavaScript, SQL, C, Apex Programming, Visual Force, Software Development, Eclipse, Data Structures, SOQL, Oracle, Linux, ASP.NET, MySQL, SOSL, Microsoft Office, Visio, Requirements Gathering, Cloud Computing, Data Warehousing, Data Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Databases, Analysis, Integration, SDLC, CSS

Education
University of Arizona, Eller College of Management   2013 — 2014
Master's degree, Management Information Systems, 3.765/4.0

University of Pune   2007 — 2011
Bachelor of Engineering (BE), Computer Science, 3.5/4.0

St Joseph High School,Pashan   1996 — 2005
S.S.C.

Lisa Scola Lisa Scola Greater Boston Area Details
Lisa Scola's Financial Engines Experience April 2015 - Present
Job
Industry
Experience
Financial Engines   April 2015 - Present
Man Numeric   November 2014 - April 2015
451 Marketing  June 2014 - November 2014

Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Retail, PowerPoint, Customer Service, Teaching, Marketing, Strategic Planning

Education
University of Connecticut   1999 — 2004
Bachelor of Arts (B.A.), Psychology

Ryan Reiter Ryan Reiter Madison, Wisconsin Area Details
Ryan Reiter's Financial Engines Experience July 2012 - Present
Job Strategic Alliance Manager
Industry Financial Services
Experience
Financial Engines   July 2012 - Present
Financial Engines   August 2001 - June 2012
Merrill Lynch  July 1997 - July 2001
Austin Lawler & Associates   December 1996 - July 1997

Skills
Relationship Management, Financial Services, 401k, Mutual Funds, Product Management, Retirement Planning, Strategic Partnerships, Strategic Planning, Retirement, Strategy, Vendor Management

Education
University of Denver   1999 — 2001
Master of Business Administration (M.B.A.)

University of Iowa   1991 — 1995
Bachelor of Science (BS), Psychology

Tricia Diaz Santos Tricia Diaz Santos San Francisco Bay Area Details
Tricia Diaz Santos's Financial Engines Experience January 2011 - Present
Job Revenue Manager at Financial Engines
Industry Financial Services
Experience
Financial Engines   January 2011 - Present
Financial Engines   November 2001 - January 2011
Financial Engines   May 2001 - November 2001
LesConcierges  February 1998 - May 2001

Education
San Francisco State University   1988 — 2003
Bachelors of Science Business Administration, Concentration in Accounting

Tuyen Ha Tuyen Ha San Francisco Bay Area Details
Tuyen Ha's Financial Engines Experience 2012 - 2012
Job Accountant at Arista Networks
Industry Semiconductors
Experience
Financial Engines   2012 - 2012
Telegent Systems USA   2011 - 2011
Robert Half International  2009 - 2011
FusionOne  June 2009 - October 2010
All Covered  2008 - 2009
SanDisk  October 2006 - February 2007

Skills
General Ledger, Accounting, Accounts Payable, Expense Reports, Account Reconciliation, Sarbanes-Oxley Act, Process Improvement, Mergers and Acquisitions, Due Diligence, NetSuite, Oracle 11 & 12, Concur, GAAP, Consolidation

Education
San Jose State University
Bachelor of Business Administration (BBA), Accounting

James Shearer James Shearer San Francisco Bay Area Details
James Shearer's Financial Engines Experience 1998 - 2012
Job Quantitative Analysis
Industry Financial Services
Experience
Consulting  2012 - Present
Financial Engines   1998 - 2012
C*ATS Software  1996 - 1998
University of Michigan, Ann Arbor  1990 - 1993

Skills
Asset Pricing, Portfolio Optimization, Statistical Modeling, Statistics, Matlab

Education
University of California, Berkeley
PhD, Mathematics

Ellen DiVall Ellen DiVall San Francisco Bay Area Details
Ellen DiVall's Financial Engines Experience ParalegalZurich American Insurance CompanyJanuary 2010 - July 2012
Job Senior Paralegal at Financial Engines
Industry Legal Services
Experience
Financial Engines   ParalegalZurich American Insurance CompanyJanuary 2010 - July 2012

Skills
Intellectual Property, Securities Regulation, Westlaw, Corporate Governance, Corporate Law, Employment Law

Education
University of Wisconsin-Platteville   1985 — 1987
Bachelor’s Degree, Business Administration and Marketing

Roosevelt University
Paralegal Studies Certificate -- ABA approved program

Irene Gitin Irene Gitin San Francisco Bay Area Details
Irene Gitin's Financial Engines Experience June 2005 - April 2012
Job Vice President, Model Risk Manager at Union Bank
Industry Financial Services
Experience
Union Bank  May 2012 - Present
Financial Engines   June 2005 - April 2012

Skills
Quantitative Finance, Quantitative Research, Fixed Income, Basel II, SAS, Matlab, Statistical Modeling, Risk Management, SQL, Research

Education
University of California, Berkeley
Bachelor's Degree, Applied Mathematics

University of York, Great Britain
Master's Degree, Applied Mathematics

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