Financial Profiles, Inc.

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Financial Profiles, Inc. Employees

Employee
Years
Job
Industry
Lauren Solis Lauren Solis Greater Los Angeles Area Details
Lauren Solis's Financial Profiles, Inc. Experience May 2013 - June 2013
Job Marketing Coordinator at Internet Brands
Industry Marketing and Advertising
Experience
Internet Brands  April 2014 - Present
Internet Brands  September 2013 - April 2014
Financial Profiles, Inc.   May 2013 - June 2013
Feed Body & Soul   January 2013 - March 2013
Cubico Labs LLC   January 2012 - July 2012
bebe stores  June 2011 - September 2011
The Veggie Grill  June 2011 - September 2011
BOCA Apparel/Green Tea   October 2004 - December 2010
BLT Recruiting Agency   June 2010 - August 2010
Malibu Times Magazine  June 2009 - August 2009

Skills
Social Media, Facebook, Social Media Marketing, Social Networking, PowerPoint, Public Relations, Event Planning, Microsoft Excel, Blogging, Microsoft Office, Advertising, Public Speaking, Marketing, Microsoft Word, Photoshop, Adobe Creative Suite, Market Research, Marketing Strategy, Research, Online Marketing, Leadership, Customer Service, Twitter

Education
UCLA Extension   2013 — 2014
Advertising, Investments

Santa Clara University   2008 — 2012
Bachelor of Arts Degree, Communication; Public Relations and Mass Communication

Marymount High School   2004 — 2008

Tony Kilbo Tony Kilbo Oak Park, California Details
Tony Kilbo's Financial Profiles, Inc. Experience September 2013 - January 2014
Job Audit Associate at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP  September 2015 - Present
Financial Profiles, Inc.   September 2013 - January 2014
Taylor Frigon Capital Management LLC  September 2012 - May 2013
REC Solar  May 2012 - October 2012
Fender Music Foundation  2010 - 2010

Skills
Leadership, Sales, Investment Research, PowerPoint, Microsoft Excel, Time Management, Entrepreneurship, Finance, Research, Company Valuation, Financial Accounting

Education
California Polytechnic State University-San Luis Obispo   2014 — 2015
Master of Science (MS), Accounting

California Polytechnic State University-San Luis Obispo   2009 — 2013
Bachelor of Science with a concentration in Financial Management, Business Administration and Management, General

Universitat Autònoma de Barcelona   2011 — 2011
International Business Program

Danielle Ragan Danielle Ragan El Segundo, California Details
Danielle Ragan's Financial Profiles, Inc. Experience June 2012 - August 2012
Job Analyst Strategic Projects
Industry Online Media
Experience
JustFab Inc.  March 2015 - Present
JustFab Inc.  May 2014 - February 2015
Cal Poly State University  September 2012 - March 2014
Fanscape  June 2013 - August 2013
JW Party Pictures   June 2009 - August 2013
Financial Profiles, Inc.   June 2012 - August 2012
Express Notaries   2008 - 2012
Farmers Insurance  February 2010 - September 2010
Skechers  May 2010 - May 2010

Skills
Team Leadership, Microsoft Excel, Analytic Problem Solving, Microsoft SQL Server, SSRS, Tableau, Statistics, Research, Data Analytics, Customer Service, Teamwork, JMP, Social Networking, Microsoft Office, PowerPoint, Marketing, Microsoft Word, Sales, C++, Social Media, R, Minitab, Analysis, Public Speaking, Data Analysis, T-SQL

Education
California Polytechnic State University-San Luis Obispo   2010 — 2014
Still In Progress, Mathematics Major, Statistics Minor

El Segundo High School   2006 — 2010

Aubrey Halverson Aubrey Halverson Lodi, California Details
Aubrey Halverson's Financial Profiles, Inc. Experience 1999 - 2004
Job Vice President, Director of Marketing at Farmers and Merchants Bank of Central California
Industry Banking
Experience
Farmers and Merchants Bank of Central California   April 2015 - Present
Wells Fargo  May 2013 - April 2015
Marketing Consultant  September 2012 - May 2013
California Bank & Trust  May 2011 - November 2012
Union Bank  April 2007 - May 2011
AMN Healthcare  April 2005 - February 2007
Wilshire Technologies   March 2004 - April 2005
Financial Profiles, Inc.   1999 - 2004

Skills
Public Relations, New Product Launches, Integrated Marketing, Agency Relationship..., Strategic Alliances, Joint Ventures, Brand Development..., Budget Preparation &..., Strategic & Tactical..., Event Planning, Digital Marketing, Board of Director..., Social Media, Online Advertising, Print Advertising, Graphic Design, Digital Media, Process Improvement, Product Development, Direct Marketing, Market Planning, Brand Management, Board of Directors, Online Marketing, Strategy, Lead Generation, Inserts, Brand Development, Business Development, Loans, Leadership, Marketing Strategy, Market Research, Product Marketing, Management, Marketing, Analytics, Corporate Communications, Budgets, Business Planning, B2B, Advertising, Segmentation, Negotiation, Customer Retention, Email Marketing, CRM, Competitive Analysis, Marketing Management, Marketing Communications

Education
MBA - University of Phoenix
MBA, Business Administration and Management

Iowa State University
Bachelor's degree, Journalism & Advertising

Jim McClafferty Jim McClafferty Greater New York City Area Details
Jim McClafferty's Financial Profiles, Inc. Experience July 2003 - September 2006
Job Founder & President Brain Parade, Entrepreneur In Residence CT Innovations, Startup Advisor and Interim Executive
Industry Management Consulting
Experience
Connecticut Innovations  July 2015 - Present
Brain Parade   July 2010 - Present
Partnering Resources   May 2008 - Present
JEM Executive Advisors   July 2008 - Present
Marsh  March 2010 - June 2010
CS STARS  July 2008 - June 2010
Marsh  May 2007 - July 2008
JEM Executive Advisors   October 2006 - June 2007
Financial Profiles, Inc.   July 2003 - September 2006
The Hanover Insurance Group (formerly Allmerica Financial)   January 2001 - September 2006

Skills
Program Management, Change Management, Management Consulting, IT Strategy, Enterprise Architecture, Strategy, Business Process..., Product Management, Start-ups, Mergers & Acquisitions, Outsourcing, Leadership, Enterprise Software, Business Strategy, E-commerce, Management, Business Development, Process Improvement, CRM, Business Transformation, Executive Management, Vendor Management, SaaS, Cloud Computing, Strategic Planning, Strategic Partnerships, Analysis, Project Management, Software Development, Business Intelligence, Team Leadership, Consulting, SDLC, Go-to-market Strategy, Sales Process, P&L Management, Marketing Strategy, Integration, Professional Services, Cross-functional Team..., Business Analysis, Entrepreneurship, Business Process, Analytics, Marketing, Information Technology, Coaching, Sales, IT Management, Human Resources

Education
Manhattan College   1983 — 1987
Bachelor of Science, Computer Science

Bronx High School of Science   1979 — 1983
HS Diploma

Tony Rossi, CFA Tony Rossi, CFA Greater Los Angeles Area Details
Tony Rossi, CFA's Financial Profiles, Inc. Experience August 2009 - Present
Job Senior Vice President at Financial Profiles
Industry Public Relations and Communications
Experience
Financial Profiles, Inc.   August 2009 - Present
Financial Relations Board  May 2000 - August 2009
Pacific Visions Communications   1998 - 2000

Skills
Investor Relations, Financial Communications, Message Development, IPO, Crisis Communications, Corporate Communications, Strategic..., Media Relations, Strategic Communications, Reputation Management, Positioning, Messaging, Valuation, Communication Training, Press Releases, Annual Reports, Spokesperson, Strategic Counsel, Strategy, Capital Markets, Mergers & Acquisitions, M&A experience, Finance, Public Affairs, Speech Writing, Internal Communications, Acquisitions, Crisis Management, Communications Planning, Financial Services, Publicity, Corporate Development, Private Placements

Education
University of California, Los Angeles   2000 — 2003
Bachelor of Arts, English

Lisa Rothemund Lisa Rothemund Greater San Diego Area Details
Lisa Rothemund's Financial Profiles, Inc. Experience January 2000 - August 2001
Job Medical Sales Training Coordinator at Volcano Corporation
Industry Pharmaceuticals
Experience
Volcano Corporation  December 2014 - Present
Amylin Pharmaceuticals  October 2010 - August 2013
Elan Pharmaceuticals  February 2007 - December 2008
Elan Pharmaceuticals  February 2005 - February 2007
Elan Pharmaceuticals  February 2002 - February 2005
Financial Profiles, Inc.   January 2000 - August 2001
Financial Profiles, Inc.   September 1993 - January 2000

Skills
Training, Pharmaceutical Industry, Process Improvement, Onboarding, Rebates, Product Launch, Human Resources, Sales, Project Management, Time Management, Program Management, CRM

Education
University of Massachusetts, Amherst   1981 — 1985
Bachelor of Arts, Communication Studies

National University, San Diego, CA
Certificate, e-Commerce

Jeff Stein, CFP®, CLU®, ChFC® Jeff Stein, CFP®, CLU®, ChFC® Santa Barbara, California Area Details
Jeff Stein, CFP®, CLU®, ChFC®'s Financial Profiles, Inc. Experience February 2001 - September 2002
Job Wealth Strategist at Union Bank
Industry Financial Services
Experience
Union Bank  January 2013 - Present
Wells Fargo Bank  September 2008 - December 2012
SunTrust Bank  February 2004 - November 2007
SunTrust Bank  September 2002 - February 2004
Financial Profiles, Inc.   February 2001 - September 2002
Comprehensive Financial Group   February 1998 - February 2001
Merrill Lynch  November 1996 - January 1998

Skills
Financial Advisory, Series 7, Investments, FINRA, Series 63, Certified Financial..., Wealth Management..., Finance, Retirement Planning, Banking, Individual Life, Strategic Financial..., Wealth Management, Chartered Life..., Chartered Financial..., FINRA Series 7, FINRA Series 63, FINRA Series 65, Licensed Life Insurance..., High Net Worth..., Wealth

Education
San Diego State University-California State University   1992 — 1996
Bachelor of Arts, Economics

Grossmont College
Associate Arts Degree, General Education

Moira Conlon Moira Conlon Greater Los Angeles Area Details
Moira Conlon's Financial Profiles, Inc. Experience December 2007 - Present
Job President, Financial Profiles, Inc.
Industry Public Relations and Communications
Experience
Financial Profiles, Inc.   December 2007 - Present
The Abernathy MacGregor Group  May 2007 - November 2008
Financial Relations Board  1993 - 2006
Merrill Lynch & Co.   1988 - 1993

Skills
Investor Relations, Strategic Communications, IPO, Crisis Communications, Media Relations, Mergers & Acquisitions, Corporate Communications, Marketing Communications, Press Releases, Public Relations, Executive Management, Investment Banking, Emerging Markets, Valuation, Message Development, New Business Development, Speech Writing, Strategy, Private Placements, Thought Leadership, Entrepreneurship, Management, Reputation Management, Banking, Public Affairs, Investments, Crisis Management, Capital Markets, Venture Capital, Publicity, Strategic Partnerships, Corporate Development, Internal Communications, Finance, Spokesperson, Corporate Social..., Marketing, Strategic Planning, Start-ups, Business Development, Annual Reports, Positioning, Financial Communications, Communication Training, Reputation, Public Companies, Messaging, Leadership, Strategic..., Communications Planning

Education
Georgetown University
Bachelor's degree, Art History, Criticism and Conservation

Marjorie Graham Marjorie Graham Greater Los Angeles Area Details
Marjorie Graham's Financial Profiles, Inc. Experience August 2013 - Present
Job Financial Profiles, Inc.
Industry Financial Services
Experience
International Family Film Festival   September 2015 - Present
Financial Profiles, Inc.   August 2013 - Present
The Business Talent Agency   July 2004 - Present
Merrill Lynch  August 2010 - August 2013
The Coca-Cola Company  September 1981 - July 2004

Skills
Financial Planning, Marketing Strategy, Facilitation, Strategic Planning, Financial Analysis, Business Strategy, Mergers, Start-ups, Coaching, Sales, Relationship Management, Business Planning, Marketing, Financial Modeling, Succession Planning, Insurance, Contract Negotiation, Negotiation, Workshop Facilitation, Retirement Planning, Mergers & Acquisitions, Facilitators, Strategic Financial..., Real Estate, Wealth Management, Finance, Investments, Financial Services, Asset Management, Strategy, Portfolio Management, Small Business, Estate Planning, Equities, Investment Strategies, Due Diligence, Valuation, Fixed Income, Fixed Annuities, Entrepreneurship, Business Development, Corporate Finance, Venture Capital, Private Equity, Banking, Life Insurance, 401k, Capital Markets, Executive Management, Series 7

Education
Gustavus Adolphus College
Business School / BA, Business / Psychology

Rosemount Sr. HS / Nicolet HS

Dale Montpelier Dale Montpelier Knoxville, Tennessee Area Details
Dale Montpelier's Financial Profiles, Inc. Experience January 1990 - January 1993
Job Attorney / Naval & Military Historian / Publisher
Industry Law Practice
Experience
Montpelier, Cole, Della-Rodolfa & Ford, P.C.   July 2013 - Present
Montpelier Law Group, P.C.   June 2010 - July 2013
ATI Corporation   November 2007 - July 2009
Montpelier & Young, P.C.   May 1996 - November 2007
US Navy Reserve  June 1991 - May 1998
Financial Profiles, Inc.   January 1990 - January 1993
US Navy Reserve  August 1987 - June 1991
NCR Corporation  January 1986 - January 1990
IBM Corporation  January 1985 - January 1986

Skills
Litigation, Negotiation, Contract Negotiation, Business Development, Management, Customer Service, Public Speaking, Government, Leadership, Strategic Planning, Business Strategy, Team Building, Legal Writing, Legal Research, Civil Litigation, Leadership Development, Commercial Litigation, Nonprofits, Marketing, Appeals, Project Planning, Entrepreneurship, Strategy, Research, Start-ups, Program Management, Training, Microsoft Office, Military History

Education
California Western School of Law   1992 — 1994
Doctor of Law (J.D.), International & Corporate Law, Magna Cum Laude

Naval War College   1991 — 1992

San Diego State University-California State University   1989 — 1992
Master of Business Administration (M.B.A.), Management

Syracuse University   1984 — 1986
Bachelor of Science (B.S.), Computer Science, Magna Cum Laude

State University of New York College at Plattsburgh   1982 — 1984
Computer Science

Emma Nealon Emma Nealon New York, New York Details
Emma Nealon's Financial Profiles, Inc. Experience June 2014 - August 2014
Job Associate at ICR
Industry Financial Services
Experience
ICR  June 2015 - Present
Sarah Woolworth Fine Art   June 2013 - May 2015
Financial Profiles, Inc.   June 2014 - August 2014
Clyde's Restaurant Group  June 2013 - May 2014
The Next Step Realty  March 2013 - July 2013
Nicholson Yachts Worldwide   June 2011 - August 2011

Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Research, Media Monitoring, ThomsonOne, Bloomberg, Bigdough database, Social Media, Facebook, Facebook Marketing, QuickBooks, Twitter, Instagram, Minitab, SNL, Proofreading, Editing, Adult CPR

Education
Georgetown University   2011 — 2015
Bachelor of Science (BS), Biology of Global Health, Spanish Minor

The Taft School   2008 — 2011
High School

Paige Hart Paige Hart Greater Los Angeles Area Details
Paige Hart's Financial Profiles, Inc. Experience March 2015 - Present
Job Director at Financial Profiles, Inc.
Industry Investment Management
Experience
Financial Profiles, Inc.   March 2015 - Present
New Century Advisors   April 2014 - Present
Capstone Investment Advisors  June 2011 - August 2011
New Century Advisors, LLC   June 2006 - July 2010
Capital Solutions  August 2005 - December 2005
Calvert Social Investment Foundation, Inc  May 2005 - August 2005

Skills
Portfolio Management, Bloomberg, Capital Markets, Hedge Funds, Financial Modeling, Business Strategy, Financial Analysis, Microsoft Excel, Fixed Income, Investments, Corporate Finance, Valuation, Asset Management

Education
University of Southern California - Marshall School of Business   2010 — 2012
MBA

American University - Kogod School of Business   2002 — 2006
BSBA, Finance

David Oates, APR David Oates, APR Greater San Diego Area Details
David Oates, APR's Financial Profiles, Inc. Experience September 2004 - November 2006
Job President, Stalwart Communications
Industry Marketing and Advertising
Experience
Stalwart Communications   November 2006 - Present
Financial Profiles, Inc.   September 2004 - November 2006
ContentOne   July 2002 - August 2004
McQuerterGroup   September 2000 - June 2002
US Navy - USS John C. Stennis   August 1998 - August 2000
U.S. Department of Defense - U.S. Support Group, Haiti   September 1997 - March 1998
U.S. Navy   May 1991 - September 1997

Skills
Public Relations, Marketing Strategy, Advertising, Lead Generation, Non-profits, Retail, Messaging, Social Media, Strategic Planning, Media Relations, Product Marketing, Online Marketing, Marketing Communications, Social Media Marketing, Product Development, Public Speaking, Competitive Analysis, Business Strategy, Customer Relations, Event Planning, B2B, Community Relations, Email Marketing, Market Research, Fundraising, Event Management, Writing, Marketing Management, Press Releases, Corporate Communications, Promotions, Market Planning, Brand Development, Blogging, Research, Internal Communications, Integrated Marketing, Social Networking, Strategy Development, Direct Marketing, Digital Marketing, Online Advertising, Direct Mail, Newsletters, Customer Service, Strategy, Marketing, Entrepreneurship, Management, Nonprofits

Education
San Diego State University-California State University   2002 — 2004
MBA

University of Maryland College Park   1987 — 1991
BA

Julie Crandall MacMedan Julie Crandall MacMedan Greater Los Angeles Area Details
Julie Crandall MacMedan's Financial Profiles, Inc. Experience March 2015 - Present
Job Senior Vice President at Financial Profiles, Inc.
Industry Financial Services
Experience
Financial Profiles, Inc.   March 2015 - Present
Women Founders Network   May 2013 - Present
MacMedan Financial Communications   March 2014 - March 2015
Demand Media  May 2011 - February 2014
THQ Inc.  November 2002 - May 2011
PondelWilkinson  May 1999 - November 2002
The Nasdaq Stock Market  1993 - 1999
The Nasdaq Stock Market  1987 - 1993

Skills
Corporate Message..., Financial Media..., Investor Targeting, Corporate Communications, Investor Relations, Annual Reports, Strategic Communications, Media Relations, Crisis Communications, Financial Analysis, IPO, Competitive Analysis, Corporate Governance, Public Speaking, Business Strategy, Investors, SEC filings, Digital Media, Finance, Corporate Finance, Strategy, Leadership, Management, Strategic Partnerships, Social Media, Investments, Mergers & Acquisitions, Start-ups, Executive Management, Venture Capital, Entrepreneurship

Education
George Mason University - School of Management   1989 — 1993
MBA, Finance & international Business

University of Richmond - Robins School of Business   1983 — 1987
BS in Business Administration, Finance, 3.8/4.0

Laef Barnes Laef Barnes San Francisco Bay Area Details
Laef Barnes's Financial Profiles, Inc. Experience January 2010 - June 2010
Job Arroyo & Company | Associate
Industry Commercial Real Estate
Experience
Arroyo & Company   2013 - Present
Cassidy Turley  July 2010 - 2013
Financial Profiles, Inc.   January 2010 - June 2010
UCLA Athletics Business & Finance   June 2009 - June 2010

Skills
Brokerage, Commercial Real Estate, Disposition, Real Estate Economics, Corporate Real Estate, Business Development, Market Research, Financial Analysis, Finance, Real Estate, Marketing

Education
University of California, Los Angeles   2007 — 2010
B.A., Economics

Ciara Benko Ciara Benko New York, New York Details
Ciara Benko's Financial Profiles, Inc. Experience September 2010 - February 2011
Job Senior Account Executive at Edelman
Industry Public Relations and Communications
Experience
Edelman  January 2014 - Present
Ruder Finn  February 2013 - January 2014
Ruder Finn  February 2012 - February 2013
Ruder Finn  June 2011 - February 2012
Ruder Finn  February 2011 - June 2011
Financial Profiles, Inc.   September 2010 - February 2011
Terry Hines & Associates  July 2009 - September 2009
Crum & Forster  June 2008 - August 2008
USI Insurance Services  June 2007 - August 2007
Financial Relations Board  June 2005 - August 2005

Skills
Cision, Media Relations, Strategic Communications, Crisis Communications, Corporate Communications, Public Relations, Social Media, Press Releases, Message Development, Publicity, Investor Relations, Reputation Management, Corporate Social...

Education
University of California, Santa Barbara   2006 — 2010
Global Studies, Spanish

Universidad Complutense de Madrid   2008 — 2009
International Relations, Spanish, Economics

University of California, Los Angeles   2010 — 2010
Pursued Certificate in Public Relations (One Semester)

Susan Papanek Susan Papanek Greater San Diego Area Details
Susan Papanek's Financial Profiles, Inc. Experience January 2005 - July 2007
Job Career Transition Consultant | Resume Writing | Interview Coaching | Networking | Search Strategies
Industry Professional Training & Coaching
Experience
Lee Hecht Harrison  2008 - Present
Financial Profiles, Inc.   January 2005 - July 2007
Superscape Inc.   January 2001 - 2003
Syntricity  January 2000 - December 2000
Azron   1996 - 1999
Biosym  1989 - 1995

Skills
Coaching, Career Counseling, Workshop Facilitation, Start-ups, Leadership, Project Management, Training, Management Consulting, Management, Product Development, Team Building, Program Management, Software Project..., Public Speaking, Cross-functional Team...

Education
University of California, San Diego

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

West Coast University
Masters

Jim Hardeman Jim Hardeman Greater San Diego Area Details
Jim Hardeman's Financial Profiles, Inc. Experience September 2005 - May 2007
Job VP, Enterprise Solutions at ComplianceMetrix
Industry Computer Software
Experience
ComplianceMetrix  April 2014 - Present
ComplianceMetrix  May 2011 - April 2014
Emerging Information Systems Inc. (EISI)   July 2009 - April 2011
Emerging Information Systems Inc., (EISI)   May 2007 - July 2010
Financial Profiles, Inc  September 2005 - May 2007
Financial Profiles, Inc.   March 2003 - August 2005
Financial Profiles, Inc.   August 2001 - March 2003
Optika, Inc.   January 1999 - July 2001
Optika, Inc.   March 1997 - December 1998

Skills
Product Management, Product Strategy, Agile, Integration, Product Marketing, Strategic Planning, Marketing Strategy, Product Launch, Agile Methodologies, Cross-functional Team..., Competitive Analysis, Business Analysis, Strategy, Program Management, Enterprise Software, Product Development, CRM, Management, Strategic Partnerships, Leadership, SaaS, Project Management, Partner Management, Scrum, Executive Management, Business Strategy, Team Leadership, Financial Services, Market Research, Non-profit Leadership, Charity Governance, Solution Selling, Start-ups, Mergers

Education
Pepperdine University   1989 — 1993
BA, Economics

Ross Emmer, CFP® Ross Emmer, CFP® Scottsdale, Arizona Details
Ross Emmer, CFP®'s Financial Profiles, Inc. Experience June 2005 - December 2006
Job Financial Services Professional | Financial Planner | Wealth Management Advisor | Relationship Manager
Industry Financial Services
Experience
Money Matters with Ken Moraif  September 2014 - Present
Galloway Asset Management   August 2012 - June 2014
ICMA-RC  March 2007 - August 2012
Financial Profiles, Inc.   June 2005 - December 2006
AIG Advisor Group  May 2002 - April 2005
Prudential Financial  February 2001 - February 2002
TD Waterhouse Securities  June 1999 - February 2001
The Householder Group  March 1997 - October 1998

Skills
Retirement Planning, Wealth Management, Series 24, Series 7, Uniform Combined State..., Investor Education, Certified Financial..., Key Account Management, Curriculum Development, Institutional Sales, Personal Financial..., Sales Presentations, Coaching, Leadership, Series 66, Investment Education, Management, Financial Advisory, Financial Services, Asset Management, Series 63, Asset Allocation, Insurance, Wealth, FINRA, IRAs, Financial Planning

Education
State University of New York College at Geneseo   1992 — 1996
Bachelor of Arts, Communication, Finance

Richard Wolff Richard Wolff Charlotte, North Carolina Area Details
Richard Wolff's Financial Profiles, Inc. Experience August 1997 - May 2005
Job Director Sales Tools at AIG
Industry Information Technology and Services
Experience
AIG  March 2014 - Present
AgenciesOnline, LLC   October 2008 - March 2014
Financial Guidance, division of Scivantage   May 2005 - October 2008
Financial Profiles, Inc.   August 1997 - May 2005
Dearborn Financial Publishing  January 1985 - July 1997

Education
The University of Connecticut
Bachelor's degree, Communications

Jacques Dubois Jacques Dubois Los Angeles, California Details
Jacques Dubois's Financial Profiles, Inc. Experience May 2013 - May 2014
Job Senior Associate at Financial Profiles, Inc.
Industry Public Relations and Communications
Experience
Financial Profiles, Inc.   May 2013 - May 2014
University of Southern California  August 2011 - May 2013
Citigate Dewe Rogerson  June 2012 - July 2012
ExportToChina.com   May 2012 - July 2012
Joe DioGuardi For US Senate 2010   September 2010 - November 2010
WealthTouch, Inc.   July 2009 - September 2010
John McCain 2008  August 2008 - November 2008
Organization for Inernational Investmen   May 2007 - August 2007

Skills
International Relations, Strategic Communications, Public Relations, Research, Economics, Social Media, Media Relations, Strategic Planning, Business Strategy, Financial Analysis, Data Analysis, Microsoft Excel, Public Speaking, Microsoft Office, Spanish, Market Research

Education
University of Southern California   2011 — 2013

Colorado College   2004 — 2008
Bachelor of Arts, History/Political Science

Brunswick School   1990 — 2004

Jennifer Hetzel Jennifer Hetzel San Marcos, California Details
Jennifer Hetzel's Financial Profiles, Inc. Experience February 2001 - November 2006
Job Senior Business Analyst Client Solutions Team at ComplianceMetrix
Industry Computer Software
Experience
ComplianceMetrix  April 2014 - March 2015
Advicent Solutions (formerly Zywave Financial Solutions)   November 2013 - March 2014
Zywave  November 2011 - November 2013
EISI (formerly Financial Profiles, Inc.)   November 2006 - November 2011
Financial Profiles, Inc.   February 2001 - November 2006
Financial Profiles, Inc  October 1999 - February 2001
Prudential Investments  September 1997 - August 1999
Prudential Securities, Inc.   June 1995 - September 1997
Prudential Securities, Inc.   January 1992 - June 1995

Skills
Agile Methodologies, Scrum, Software Project..., Requirements Analysis, XML, Visual Studio, Test Driven Development, Business Analysis, JIRA, Software Design, Product Management, Software Development, Agile Project Management, Software Documentation, Quality Assurance, User Acceptance Testing, Web Applications, Requirements Gathering, Enterprise Software, Confluence, Retirement, Financial Services, SnagIt

Education
Cal Poly San Luis Obispo
Bachelor of Science (B.S.), Economics

Christy MacLeod Christy MacLeod New York, New York Details
Christy MacLeod's Financial Profiles, Inc. Experience February 2014 - October 2014
Job Marketing Associate at Percolate Inc.
Industry Information Technology and Services
Experience
Percolate Inc.  November 2014 - Present
Financial Profiles, Inc.   February 2014 - October 2014
g-NET Media  July 2013 - February 2014
Peixe Urbano  June 2012 - November 2012
Peixe Urbano  May 2011 - May 2012
NYSE Euronext  July 2008 - March 2011
The Australian Trade Commission, the Australian Government   June 2007 - August 2007
Merrill Lynch  January 2006 - May 2007
Georgetown University Alumni & Student Federal Credit Union  September 2005 - May 2007

Skills
Marketing, Business Strategy, Marketing Strategy, CRM, Business Development, Strategy, Competitive Analysis, Digital Marketing, Microsoft Excel, Social Media, Market Analysis, Strategic Planning, New Business Development, Marketing Communications, Market Research, Product Management, Social Media Marketing, E-commerce, Start-ups, Online Marketing

Education
Georgetown University   2004 — 2008
BS, International Business; Finance

Noelle Amos Noelle Amos San Francisco, California Details
Noelle Amos's Financial Profiles, Inc. Experience January 2011 - May 2013
Job Account Supervisor at Edelman
Industry Public Relations and Communications
Experience
Edelman  September 2015 - Present
Edelman  September 2014 - August 2015
Edelman  May 2013 - August 2014
Financial Profiles, Inc.   January 2011 - May 2013
California NanoSystems Institute, UCLA  May 2008 - August 2009
Meg Holland for City of Bethlehem- Reelection Campaign   August 2008 - December 2008
Occidental Petroleum Corporation  May 2007 - August 2007

Skills
Media Relations, Social Media, Press Releases, Corporate Communications, Event Management, Crisis Communications, Investor Relations, Marketing, Strategic Communications, Communications Programs, Publicity, Strategic Media..., Public Relations

Education
Lehigh University   2006 — 2010
Bachelor of Arts, Political Science, Communications

Københavns Universitet   2008 — 2008

Marymount High School   2002 — 2006

Thomas Helsel Thomas Helsel Oceanside, California Details
Thomas Helsel's Financial Profiles, Inc. Experience June 1993 - August 1998
Job Computer Software Professional
Industry Computer Software
Experience
Zywave (Formerly EISI)   November 2011 - July 2012
EISI (Formerly The Hanover Insurance Group)   September 2006 - November 2011
The Hanover Insurance Group (Formerly Financial Profiles, Inc.)   August 1998 - September 2006
Financial Profiles, Inc.   June 1993 - August 1998

Skills
HTML, C#, jQuery, MVC, Visual Basic, CSS, JavaScript, XML, Scrum, Agile Methodologies, TDD, Pair Programming, Photoshop, Photography, LINQ, Dependency Injection, NUnit, ASP.NET, Test Driven Development, IIS, Web Applications, Visual Studio, .NET, TFS, Software Development, SQL, Java, Unit Testing, WCF, Web Services

Education
MiraCosta College

Palomar College