Financial Engines
Industry: Investment advice company
DescriptionHeadquarters: Palo Alto, California, United States Founder: William F. Sharpe Founded: 1996 Parent organization: Edelman Financial Services LLC Subsidiaries: The Mutual Fund Store,
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Financial Engines Employees
Employee
Years
Job
Industry
Jason Van de Loo Jason Van de Loo's Financial Engines Experience August 2014 - Present
Job Vice President, Consumer Marketing at Financial Engines
Industry Financial Services
Experience
Financial Engines August 2014 - Present
Everspring Inc. February 2012 - August 2014
Capella University May 2009 - February 2012
Capella University March 2008 - May 2009
Capella University February 2002 - March 2008
Carlson Marketing Group August 1999 - February 2002
Skills
Brand Development, Brand Management, Branding & Identity, Digital Marketing, Digital Media, Product Design, Customer Experience, Experience Design, User Experience, Mobile Design, Innovation Management, Digital Innovation, Product Innovation, Social Innovation, Product Development, Product Management, Talent Management, Talent Acquisition, Organizational..., Organizational..., Social Media, Social Media Marketing, Business Development, Sales, Strategic Communications, Advertising, Market Research, Consumer Insight, Marketing Analytics, Capital Raising
Education
University of Minnesota - Carlson School of Management 2005 — 2008
MBA, High Distinction
University of Minnesota - Carlson School of Management 1995 — 1999
BS, Marketing, Finance, High Distinction
Financial Engines August 2014 - Present
Everspring Inc. February 2012 - August 2014
Capella University May 2009 - February 2012
Capella University March 2008 - May 2009
Capella University February 2002 - March 2008
Carlson Marketing Group August 1999 - February 2002
Skills
Brand Development, Brand Management, Branding & Identity, Digital Marketing, Digital Media, Product Design, Customer Experience, Experience Design, User Experience, Mobile Design, Innovation Management, Digital Innovation, Product Innovation, Social Innovation, Product Development, Product Management, Talent Management, Talent Acquisition, Organizational..., Organizational..., Social Media, Social Media Marketing, Business Development, Sales, Strategic Communications, Advertising, Market Research, Consumer Insight, Marketing Analytics, Capital Raising
Education
University of Minnesota - Carlson School of Management 2005 — 2008
MBA, High Distinction
University of Minnesota - Carlson School of Management 1995 — 1999
BS, Marketing, Finance, High Distinction
Paul Mernyk Paul Mernyk's Financial Engines Experience August 2013 - Present
Job Senior UX Designer at Financial Engines
Industry Computer Software
Experience
Financial Engines August 2013 - Present
Rearden Commerce December 2010 - May 2013
Ketera Technologies August 2009 - December 2010
Intuit January 2006 - August 2009
Conformia Software October 2004 - January 2006
Mernyk Design July 1999 - October 2004
Lavastorm Engineering, Inc. 2000 - 2001
ScanSoft 1998 - 1999
Xerox 1994 - 1998
Software Publishing Corporation 1993 - 1994
Skills
Interaction Design, Visual Design, Storyboarding, Technical Writing, Cross-functional Team..., Illustration, Customer Research, User Experience, Usability Testing, Task Analysis, Heuristic Evaluation, Contextual Inquiry, Human Computer..., User Research, Persona, Wire Framing, User Interface, Web Design, CSS, User-centered Design, Usability, Information Architecture, User Interface Design, HTML, Usability Engineering, Graphic Design, Design Strategy, User Experience Design, Information Design, Web Applications, Accessibility, Mockups, Mobile Devices, Mobile Applications, Axure, Paper Prototyping, Flex, Creative Direction, Mobile Design, OmniGraffle, Design Thinking, User Scenarios, Experience Design, Rapid Prototyping, Adobe Fireworks, Wireframes, Iterative Design, Web Application Design
Education
University of Pennsylvania
BS
Financial Engines August 2013 - Present
Rearden Commerce December 2010 - May 2013
Ketera Technologies August 2009 - December 2010
Intuit January 2006 - August 2009
Conformia Software October 2004 - January 2006
Mernyk Design July 1999 - October 2004
Lavastorm Engineering, Inc. 2000 - 2001
ScanSoft 1998 - 1999
Xerox 1994 - 1998
Software Publishing Corporation 1993 - 1994
Skills
Interaction Design, Visual Design, Storyboarding, Technical Writing, Cross-functional Team..., Illustration, Customer Research, User Experience, Usability Testing, Task Analysis, Heuristic Evaluation, Contextual Inquiry, Human Computer..., User Research, Persona, Wire Framing, User Interface, Web Design, CSS, User-centered Design, Usability, Information Architecture, User Interface Design, HTML, Usability Engineering, Graphic Design, Design Strategy, User Experience Design, Information Design, Web Applications, Accessibility, Mockups, Mobile Devices, Mobile Applications, Axure, Paper Prototyping, Flex, Creative Direction, Mobile Design, OmniGraffle, Design Thinking, User Scenarios, Experience Design, Rapid Prototyping, Adobe Fireworks, Wireframes, Iterative Design, Web Application Design
Education
University of Pennsylvania
BS
Kathleen Allen Kathleen Allen's Financial Engines Experience January 2000 - December 2001
Job IT Director at Communications & Power Industries (CPI)
Industry Telecommunications
Experience
Communications & Power Industries (CPI) September 2015 - Present
Mitel May 2015 - August 2015
Mavenir Systems November 2014 - August 2015
Stoke March 2011 - August 2015
MAQUET Cardiovascular May 2008 - May 2009
Ditech Networks May 2002 - November 2007
Financial Engines January 2000 - December 2001
Premisys Communications October 1996 - December 1999
Oki Semiconductor June 1987 - October 1996
Westinghouse Electric - Marine Division January 1984 - June 1987
Skills
Negotiation, Telecommunications, Product Management, Cross-functional Team..., SaaS, Project Management, Start-ups, Team Leadership, Wireless, Strategic Planning, Program Management, Integration, CRM, Team Building, Security, Enterprise Software, Management, Vendor Management, Leadership, Information Technology, Data Center
Education
Almeda University 2009 — 2009
MBA, Information Systems
University of Southern California 1994 — 1994
MBA, accelerated MBA-certificate program
Communications & Power Industries (CPI) September 2015 - Present
Mitel May 2015 - August 2015
Mavenir Systems November 2014 - August 2015
Stoke March 2011 - August 2015
MAQUET Cardiovascular May 2008 - May 2009
Ditech Networks May 2002 - November 2007
Financial Engines January 2000 - December 2001
Premisys Communications October 1996 - December 1999
Oki Semiconductor June 1987 - October 1996
Westinghouse Electric - Marine Division January 1984 - June 1987
Skills
Negotiation, Telecommunications, Product Management, Cross-functional Team..., SaaS, Project Management, Start-ups, Team Leadership, Wireless, Strategic Planning, Program Management, Integration, CRM, Team Building, Security, Enterprise Software, Management, Vendor Management, Leadership, Information Technology, Data Center
Education
Almeda University 2009 — 2009
MBA, Information Systems
University of Southern California 1994 — 1994
MBA, accelerated MBA-certificate program
Katie Solan's Financial Engines Experience 2011 - 2012
Job Account Manager at Waggener Edstrom Communications
Industry Marketing and Advertising
Experience
Waggener Edstrom Communications March 2015 - Present
Waggener Edstrom March 2013 - February 2015
Financial Engines 2011 - 2012
PK Interactive 2011 - 2011
The Planet (now SoftLayer) 2008 - 2010
Vacation Publications 2007 - 2008
Vacation Publications 2005 - 2007
Skills
Digital Marketing, Social Media Marketing, Social Media, Marketing Communications, Brand Development, Marketing Strategy, Online Marketing, Facebook, Blogging, Copywriting, Writing, Editing, Email Marketing, Newsletters, Promotions, Marketing, Publishing, Internal Communications, Corporate Communications, Public Relations, Media Relations
Education
University of Notre Dame 2001 — 2005
Bachelor of Arts, English, Spanish
University of Notre Dame 2001 — 2005
Bachelor of Arts (B.A.), English Language and Literature/Letters
Waggener Edstrom Communications March 2015 - Present
Waggener Edstrom March 2013 - February 2015
Financial Engines 2011 - 2012
PK Interactive 2011 - 2011
The Planet (now SoftLayer) 2008 - 2010
Vacation Publications 2007 - 2008
Vacation Publications 2005 - 2007
Skills
Digital Marketing, Social Media Marketing, Social Media, Marketing Communications, Brand Development, Marketing Strategy, Online Marketing, Facebook, Blogging, Copywriting, Writing, Editing, Email Marketing, Newsletters, Promotions, Marketing, Publishing, Internal Communications, Corporate Communications, Public Relations, Media Relations
Education
University of Notre Dame 2001 — 2005
Bachelor of Arts, English, Spanish
University of Notre Dame 2001 — 2005
Bachelor of Arts (B.A.), English Language and Literature/Letters
Rita (Cody) Aldaco's Financial Engines Experience November 2009 - July 2010
Job Hamilton Medical
Industry Medical Devices
Experience
Hamilton Medical April 2015 - Present
J.D. Heiskell July 2013 - July 2014
Personal Sabbatical August 2012 - July 2013
Visalia Adult School November 2011 - August 2012
Financial Engines November 2009 - July 2010
J. Robert Scott 2010 - 2010
David Powell, Inc. November 2004 - March 2009
Woodside Hotels and Resorts November 2003 - October 2004
Versant Ventures October 2001 - October 2002
Spieker Properties January 1993 - June 2001
Skills
Recruiting, Management, Human Resources, Outlook, Training, Budgets, CRM, Software Documentation, Project Management, Cross-functional Team..., Analysis, Onboarding, Ongoing Education for..., New Hire Orientations, New Hire Training, New Hire Processes, New Hire Programs, Database Administration, Managing Database, Managing Events, Managing Project Budgets, Executive Level..., Administrative..., Office Administration, Hiring Personnel, IPO Adminsitration, Cross-functional..., Communication Skills, Microsoft Office, Online Research, Microsoft Excel
Education
University of Phoenix 2001 — 2003
BS, Business Management
Academy of Our Lady of Guam 1975 — 1979
Diploma, High School
International School, Makati, Philippines 1972 — 1975
Hamilton Medical April 2015 - Present
J.D. Heiskell July 2013 - July 2014
Personal Sabbatical August 2012 - July 2013
Visalia Adult School November 2011 - August 2012
Financial Engines November 2009 - July 2010
J. Robert Scott 2010 - 2010
David Powell, Inc. November 2004 - March 2009
Woodside Hotels and Resorts November 2003 - October 2004
Versant Ventures October 2001 - October 2002
Spieker Properties January 1993 - June 2001
Skills
Recruiting, Management, Human Resources, Outlook, Training, Budgets, CRM, Software Documentation, Project Management, Cross-functional Team..., Analysis, Onboarding, Ongoing Education for..., New Hire Orientations, New Hire Training, New Hire Processes, New Hire Programs, Database Administration, Managing Database, Managing Events, Managing Project Budgets, Executive Level..., Administrative..., Office Administration, Hiring Personnel, IPO Adminsitration, Cross-functional..., Communication Skills, Microsoft Office, Online Research, Microsoft Excel
Education
University of Phoenix 2001 — 2003
BS, Business Management
Academy of Our Lady of Guam 1975 — 1979
Diploma, High School
International School, Makati, Philippines 1972 — 1975
Megan Kiest-McFarland Megan Kiest-McFarland's Financial Engines Experience September 2008 - November 2008
Job Full Stack Software Engineer with an Eye for UI Design
Industry Computer Software
Experience
LiquidPlanner May 2014 - Present
Northwest Independent Ruby Development (NIRD LLC) July 2013 - June 2014
Amazon January 2014 - April 2014
Aplia December 2008 - July 2013
Financial Engines September 2008 - November 2008
Expeditors International September 2007 - May 2008
Associated Students of the University of Puget Sound September 2006 - May 2007
University of Puget Sound September 2004 - May 2007
Wildlife Computers May 2004 - August 2004
Skills
Scrum, XML, Java, SQL, Agile Methodologies, ActionScript, HTML, JIRA, REST, Software Development, MySQL, Programming, Subversion, Eclipse, Perforce, Ruby, SOAP, JDBC, CSS, Flex, Ruby on Rails, PostgreSQL, Mercurial, Salesforce.com...
Education
University of Puget Sound 2003 — 2007
BS, Computer Science, English
LiquidPlanner May 2014 - Present
Northwest Independent Ruby Development (NIRD LLC) July 2013 - June 2014
Amazon January 2014 - April 2014
Aplia December 2008 - July 2013
Financial Engines September 2008 - November 2008
Expeditors International September 2007 - May 2008
Associated Students of the University of Puget Sound September 2006 - May 2007
University of Puget Sound September 2004 - May 2007
Wildlife Computers May 2004 - August 2004
Skills
Scrum, XML, Java, SQL, Agile Methodologies, ActionScript, HTML, JIRA, REST, Software Development, MySQL, Programming, Subversion, Eclipse, Perforce, Ruby, SOAP, JDBC, CSS, Flex, Ruby on Rails, PostgreSQL, Mercurial, Salesforce.com...
Education
University of Puget Sound 2003 — 2007
BS, Computer Science, English
Rebecca Hatch's Financial Engines Experience February 2007 - November 2007
Job Client Service Manager at Empower Retirement
Industry Financial Services
Experience
EMPOWER Retirement April 2011 - Present
Mercer 2007 - April 2011
Financial Engines February 2007 - November 2007
ADP March 2005 - February 2007
Putnam Investments January 1997 - March 2005
Skills
401k, Salesforce.com, Defined Contribution, Account Management, Financial Services, Employee Benefits, Call Center, Retirement, Customer Service, Retirement Planning, Microsoft Excel, Management, Client Services
Education
University of Massachusetts, Amherst
Bachelor of Science (BS)
EMPOWER Retirement April 2011 - Present
Mercer 2007 - April 2011
Financial Engines February 2007 - November 2007
ADP March 2005 - February 2007
Putnam Investments January 1997 - March 2005
Skills
401k, Salesforce.com, Defined Contribution, Account Management, Financial Services, Employee Benefits, Call Center, Retirement, Customer Service, Retirement Planning, Microsoft Excel, Management, Client Services
Education
University of Massachusetts, Amherst
Bachelor of Science (BS)
Kristin Marouchoc Kristin Marouchoc's Financial Engines Experience March 2011 - Present
Job Boston Office Manager at Financial Engines
Industry Financial Services
Experience
Financial Engines March 2011 - Present
RSM McGladrey June 2008 - June 2010
Edwards Angell Palmer & Dodge LLP November 2005 - May 2007
Abacus Travel November 2003 - November 2005
Education
University of Massachusetts, Amherst 1999 — 2003
Financial Engines March 2011 - Present
RSM McGladrey June 2008 - June 2010
Edwards Angell Palmer & Dodge LLP November 2005 - May 2007
Abacus Travel November 2003 - November 2005
Education
University of Massachusetts, Amherst 1999 — 2003
Jo Wagner Jo Wagner's Financial Engines Experience November 2000 - February 2006
Job Director/Consultant HRStaffing
Industry Human Resources
Experience
Odyssey Consulting Group May 2014 - January 2015
Oberon Media - I-Play June 2008 - October 2010
Gundersen Partners October 2006 - September 2010
Financial Engines November 2000 - February 2006
J Wagner Human Resources & Staffing Consultant January 1995 - October 2005
Skills
Executive Search, Talent Acquisition, Technical Recruiting, Recruiting, Business Development, Start-ups, Applicant Tracking..., Internet Recruiting, Sourcing, College Recruiting, Candidate Generation, Employer Branding, Benefits Negotiation, Talent Management, Business Strategy, Onboarding, Recruitment Advertising, Social Networking, Workforce Planning, Employee Referral..., Strategy, Employee Relations, Contract Negotiation, Human Resources, Cross-functional Team..., Employee Engagement, Strategic Planning, Management, Leadership, Online Marketing, Temporary Placement, Mergers & Acquisitions, Management Consulting, Succession Planning, Networking, Hiring, Screening Resumes, Program Management, HRIS, Process Improvement, Interviews, Consulting, Screening, HR Consulting, Sales
Education
University of Rhode Island
BS, Anthropology/Human Sciences
Odyssey Consulting Group May 2014 - January 2015
Oberon Media - I-Play June 2008 - October 2010
Gundersen Partners October 2006 - September 2010
Financial Engines November 2000 - February 2006
J Wagner Human Resources & Staffing Consultant January 1995 - October 2005
Skills
Executive Search, Talent Acquisition, Technical Recruiting, Recruiting, Business Development, Start-ups, Applicant Tracking..., Internet Recruiting, Sourcing, College Recruiting, Candidate Generation, Employer Branding, Benefits Negotiation, Talent Management, Business Strategy, Onboarding, Recruitment Advertising, Social Networking, Workforce Planning, Employee Referral..., Strategy, Employee Relations, Contract Negotiation, Human Resources, Cross-functional Team..., Employee Engagement, Strategic Planning, Management, Leadership, Online Marketing, Temporary Placement, Mergers & Acquisitions, Management Consulting, Succession Planning, Networking, Hiring, Screening Resumes, Program Management, HRIS, Process Improvement, Interviews, Consulting, Screening, HR Consulting, Sales
Education
University of Rhode Island
BS, Anthropology/Human Sciences
Vijay Biligiri's Financial Engines Experience 2013 - 2014
Job Sr. Manager Equity Compensation
Industry Electrical/Electronic Manufacturing
Experience
Omnicell, Inc. May 2015 - Present
Elance oDesk 2014 - 2014
Financial Engines 2013 - 2014
Palm, Inc January 2006 - January 2009
Legato Systems January 2001 - January 2004
Smith Barney January 1997 - January 2001
KLA Tencor January 1991 - January 1997
Skills
Payroll, Equities, Mergers & Acquisitions, Accounting, Training, Human Resources, Account Reconciliation, Tax, Employee Benefits, SEC filings, Access, SEC Filings
Education
Mysore University
MA, History
Mysore University 1970 — 1973
History, Economics and Polital Science
Mysore University
BA, Economics
Omnicell, Inc. May 2015 - Present
Elance oDesk 2014 - 2014
Financial Engines 2013 - 2014
Palm, Inc January 2006 - January 2009
Legato Systems January 2001 - January 2004
Smith Barney January 1997 - January 2001
KLA Tencor January 1991 - January 1997
Skills
Payroll, Equities, Mergers & Acquisitions, Accounting, Training, Human Resources, Account Reconciliation, Tax, Employee Benefits, SEC filings, Access, SEC Filings
Education
Mysore University
MA, History
Mysore University 1970 — 1973
History, Economics and Polital Science
Mysore University
BA, Economics
Aruna Srikumaran's Financial Engines Experience April 2014 - September 2014
Job Senior Software Engineer at Bill.com
Industry Computer Software
Experience
Bill.com September 2014 - Present
Financial Engines April 2014 - September 2014
Financial Engines February 2012 - April 2014
Serus Corporation May 2006 - July 2009
Serus Corporation January 2004 - May 2006
Serus Corporation April 2003 - December 2003
one BPO August 2002 - March 2003
Sofil Information Systems June 1999 - April 2001
Congruent Solutions December 1998 - June 1999
Skills
Hibernate, Start-ups, Spring, Struts, Java Enterprise Edition, Servlets, JSP, AJAX, Agile Methodologies, Web Applications, Java, Enterprise Software, SQL, Software Development, Oracle
Education
University of Madras 1996 — 1999
MCA, Computer Science
University of Madras 1993 — 1996
BSc, Physics
Bill.com September 2014 - Present
Financial Engines April 2014 - September 2014
Financial Engines February 2012 - April 2014
Serus Corporation May 2006 - July 2009
Serus Corporation January 2004 - May 2006
Serus Corporation April 2003 - December 2003
one BPO August 2002 - March 2003
Sofil Information Systems June 1999 - April 2001
Congruent Solutions December 1998 - June 1999
Skills
Hibernate, Start-ups, Spring, Struts, Java Enterprise Edition, Servlets, JSP, AJAX, Agile Methodologies, Web Applications, Java, Enterprise Software, SQL, Software Development, Oracle
Education
University of Madras 1996 — 1999
MCA, Computer Science
University of Madras 1993 — 1996
BSc, Physics
Rebecca Hatch's Financial Engines Experience 2007 - 2007
Job Team Leader at Mercer
Industry Financial Services
Experience
Mercer 2007 - Present
ADP Retirement Services March 2005 - February 2007
Financial Engines 2007 - 2007
Education
University of Massachusetts, Amherst 1992 — 1996
BS, Natural Resources
Mercer 2007 - Present
ADP Retirement Services March 2005 - February 2007
Financial Engines 2007 - 2007
Education
University of Massachusetts, Amherst 1992 — 1996
BS, Natural Resources
Nancy Antin's Financial Engines Experience 2010 - Present
Job Senior Relationship Manager at Financial Engines
Industry Financial Services
Experience
Financial Engines 2010 - Present
Mission Schools International July 2009 - September 2009
Fidelity Investments January 2006 - January 2009
Chatham Partners August 2004 - January 2006
State Street 1991 - 2003
International Business Machines April 1982 - June 1991
Education
University of New Haven 1986 — 1988
MBA, Management
Villanova University 1977 — 1981
BS, Business Administration
Financial Engines 2010 - Present
Mission Schools International July 2009 - September 2009
Fidelity Investments January 2006 - January 2009
Chatham Partners August 2004 - January 2006
State Street 1991 - 2003
International Business Machines April 1982 - June 1991
Education
University of New Haven 1986 — 1988
MBA, Management
Villanova University 1977 — 1981
BS, Business Administration
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
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
Rachna Keswani's Financial Engines Experience 2013 - Present
Job Product Manager at Financial Engines
Industry Computer Software
Experience
Financial Engines 2013 - Present
Financial Engines 2010 - 2013
Advantage Technical Resourcing 2007 - May 2010
Tech Mahindra 2005 - 2007
Skills
SDLC, Software Project..., Software Development, Vendor Management, Requirements Analysis, Management
Education
University of Mumbai
BE, Computers
Financial Engines 2013 - Present
Financial Engines 2010 - 2013
Advantage Technical Resourcing 2007 - May 2010
Tech Mahindra 2005 - 2007
Skills
SDLC, Software Project..., Software Development, Vendor Management, Requirements Analysis, Management
Education
University of Mumbai
BE, Computers
Kim Montana's Financial Engines Experience June 2014 - Present
Job Vice President Service Delivery Operations at Financial Engines
Industry Financial Services
Experience
Financial Engines June 2014 - Present
Wilmington Trust / M&T Bank February 2007 - June 2014
Ascensus (previously Bisys Retirement Services) 2002 - 2005
PFPC 1999 - 2002
Skills
Process Improvement, Business Analysis, Risk Management, Mutual Funds, Leadership, Team Building, Strategic Planning, Executive Management, Problem Solving, Customer Service, Organizational..., Project Management, Organization, Management, Financial Services, Strategy, Relationship Management, Investments, Finance, Vendor Management
Education
University of New Hampshire 1985 — 1989
Bachelor's degree, Mathematics
Financial Engines June 2014 - Present
Wilmington Trust / M&T Bank February 2007 - June 2014
Ascensus (previously Bisys Retirement Services) 2002 - 2005
PFPC 1999 - 2002
Skills
Process Improvement, Business Analysis, Risk Management, Mutual Funds, Leadership, Team Building, Strategic Planning, Executive Management, Problem Solving, Customer Service, Organizational..., Project Management, Organization, Management, Financial Services, Strategy, Relationship Management, Investments, Finance, Vendor Management
Education
University of New Hampshire 1985 — 1989
Bachelor's degree, Mathematics
Perpetual Limited
Prime Financial Group