Financial Research Associates
Industry: Company
DescriptionFounded: 2001 Parent organization: Wilmington plc
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Financial Research Associates Employees
Employee
Years
Job
Industry
Royce McGarry Royce McGarry's Financial Research Associates Experience May 2014 - August 2014
Job Audit Assistant at Deloitte
Industry Financial Services
Experience
Deloitte September 2015 - Present
Deloitte January 2015 - April 2015
Financial Research Associates May 2014 - August 2014
PEF Services LLC May 2013 - May 2014
Papa John's International May 2009 - May 2013
Skills
Accounting, Financial Accounting, Auditing, GAAP, Private Equity, Financial Statements, US GAAP, Analysis, General Ledger, SBA, Fund Accounting, Selenium Testing, Finance, Account Reconciliation, Business Valuation, Financial Analysis, Valuation, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Time Management, Teamwork, Public Speaking
Education
Rutgers Business School 2012 — 2015
Bachelor of Science (BS), Accounting
Burlington County College 2011 — 2012
Associate of Science (AS), Business Administration and Management, General
Cherokee High School 2006 — 2010
Deloitte September 2015 - Present
Deloitte January 2015 - April 2015
Financial Research Associates May 2014 - August 2014
PEF Services LLC May 2013 - May 2014
Papa John's International May 2009 - May 2013
Skills
Accounting, Financial Accounting, Auditing, GAAP, Private Equity, Financial Statements, US GAAP, Analysis, General Ledger, SBA, Fund Accounting, Selenium Testing, Finance, Account Reconciliation, Business Valuation, Financial Analysis, Valuation, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Time Management, Teamwork, Public Speaking
Education
Rutgers Business School 2012 — 2015
Bachelor of Science (BS), Accounting
Burlington County College 2011 — 2012
Associate of Science (AS), Business Administration and Management, General
Cherokee High School 2006 — 2010
Kirsten Pruitt's Financial Research Associates Experience February 2013 - Present
Job VP of Marketing at Healthcare Education Associates
Industry Marketing and Advertising
Experience
Financial Research Associates February 2013 - Present
The Brandon Agency June 2011 - February 2013
New South Digital Marketing Conference May 2011 - March 2012
The Brandon Agency May 2010 - June 2011
Skills
Conference Planning, Account Coordination, Social Media Monitoring, Social Media Marketing, Press Releases, Social Media Measurement, Facebook, Email Marketing, Media Planning, Advertising, Social Media, Digital Strategy, Social Networking, Online Advertising, Copywriting, Digital Marketing, Meeting Planning, Integrated Marketing, Brand Development, Adobe Creative Suite, Marketing Communications, Outdoor Advertising, Editing, Marketing, Public Speaking, Online Marketing, Direct Marketing, Blogging, SEO, Web Design, Management, Public Relations
Education
Coastal Carolina University 2007 — 2011
BA, Communication, Journalism
Charlotte Catholic High School 2004 — 2007
Financial Research Associates February 2013 - Present
The Brandon Agency June 2011 - February 2013
New South Digital Marketing Conference May 2011 - March 2012
The Brandon Agency May 2010 - June 2011
Skills
Conference Planning, Account Coordination, Social Media Monitoring, Social Media Marketing, Press Releases, Social Media Measurement, Facebook, Email Marketing, Media Planning, Advertising, Social Media, Digital Strategy, Social Networking, Online Advertising, Copywriting, Digital Marketing, Meeting Planning, Integrated Marketing, Brand Development, Adobe Creative Suite, Marketing Communications, Outdoor Advertising, Editing, Marketing, Public Speaking, Online Marketing, Direct Marketing, Blogging, SEO, Web Design, Management, Public Relations
Education
Coastal Carolina University 2007 — 2011
BA, Communication, Journalism
Charlotte Catholic High School 2004 — 2007
Mary Guadagno's Financial Research Associates Experience January 2013 - Present
Job Database entry at Financial Research Associates
Industry Events Services
Experience
Financial Research Associates January 2013 - Present
Balena January 2012 - September 2012
Tocco June 2009 - January 2012
Northwestern University, Feinberg School of Medicine October 2008 - June 2009
Trattoria One41 December 2007 - September 2008
Mami Camilla and Il Buco Ristorante August 2007 - November 2007
Law Offices of Brandwein & Smolin July 1999 - August 2007
Skills
Classically trained..., Have worked in Italian..., Specialty in preparing..., Event Management, Event Planning, Corporate Events, Hospitality, Customer Service, Marketing, Public Relations, Marketing Strategy, Microsoft Office, Hotels, Trade Shows, Marketing Communications, Social Media, Meeting Planning, Social Networking, Social Media Marketing, Chef, Pastry, Food, Food & Beverage, Menu Development
Education
Cooking and Hospitality Institute of Chicago 2006 — 2007
Associates Degree, Culinary Arts and Related Services
Roosevelt University
Calumet College of Saint Joseph
Financial Research Associates January 2013 - Present
Balena January 2012 - September 2012
Tocco June 2009 - January 2012
Northwestern University, Feinberg School of Medicine October 2008 - June 2009
Trattoria One41 December 2007 - September 2008
Mami Camilla and Il Buco Ristorante August 2007 - November 2007
Law Offices of Brandwein & Smolin July 1999 - August 2007
Skills
Classically trained..., Have worked in Italian..., Specialty in preparing..., Event Management, Event Planning, Corporate Events, Hospitality, Customer Service, Marketing, Public Relations, Marketing Strategy, Microsoft Office, Hotels, Trade Shows, Marketing Communications, Social Media, Meeting Planning, Social Networking, Social Media Marketing, Chef, Pastry, Food, Food & Beverage, Menu Development
Education
Cooking and Hospitality Institute of Chicago 2006 — 2007
Associates Degree, Culinary Arts and Related Services
Roosevelt University
Calumet College of Saint Joseph
Jillian Heston Jillian Heston's Financial Research Associates Experience July 2014 - April 2015
Job CPA Candidate/Accountant at Wakefern Food Corp.
Industry Financial Services
Experience
Wakefern Food Corp. April 2015 - Present
Financial Research Associates July 2014 - April 2015
United Teletech Financial Federal Credit Union February 2013 - July 2014
Hometown Heroes September 2012 - February 2013
Valley National Bank March 2011 - September 2012
Fulton Financial Corporation May 2010 - March 2011
Skills
Loans, Banking, Customer Service, Microsoft Word, Cash Handling Experience, Accounting, Friendly Personality, Learn New Software..., Tax Preparation, Tax Research, Microsoft Excel, Learning Quickly, Communication Skills, Sales, Time Management, Organized Multi-tasker
Education
Kean University 2012 — 2015
Bachelor's degree, Accounting
Ocean County College 2007 — 2011
Associate's degree, Liberal Arts
Wakefern Food Corp. April 2015 - Present
Financial Research Associates July 2014 - April 2015
United Teletech Financial Federal Credit Union February 2013 - July 2014
Hometown Heroes September 2012 - February 2013
Valley National Bank March 2011 - September 2012
Fulton Financial Corporation May 2010 - March 2011
Skills
Loans, Banking, Customer Service, Microsoft Word, Cash Handling Experience, Accounting, Friendly Personality, Learn New Software..., Tax Preparation, Tax Research, Microsoft Excel, Learning Quickly, Communication Skills, Sales, Time Management, Organized Multi-tasker
Education
Kean University 2012 — 2015
Bachelor's degree, Accounting
Ocean County College 2007 — 2011
Associate's degree, Liberal Arts
Susan Gould, CMP, CMMM Susan Gould, CMP, CMMM's Financial Research Associates Experience September 2003 - September 2006
Job Travel Coordinator/Meeting Planner at Meijer Corp.
Industry Hospitality
Experience
Meijer July 2010 - Present
Susan Gould, Meeting Planning January 2001 - Present
Mary Free Bed Rehabilitation Hospital August 2007 - July 2010
Financial Research Associates September 2003 - September 2006
Skills
Meeting Planning, Corporate Events, Event Management, Event Planning, Trade Shows, Hospitality, Customer Service, Hotels, Incentives, Contract Negotiation, Hospitality Management, Tourism, Incentive Travel, Live Events, Travel Management, Medical Education, Business Travel, Catering, Hotel Management, Food & Beverage
Education
Grand Valley State University
Hospitality and Tourism Management, Emphasis in Meeting Planning
Meijer July 2010 - Present
Susan Gould, Meeting Planning January 2001 - Present
Mary Free Bed Rehabilitation Hospital August 2007 - July 2010
Financial Research Associates September 2003 - September 2006
Skills
Meeting Planning, Corporate Events, Event Management, Event Planning, Trade Shows, Hospitality, Customer Service, Hotels, Incentives, Contract Negotiation, Hospitality Management, Tourism, Incentive Travel, Live Events, Travel Management, Medical Education, Business Travel, Catering, Hotel Management, Food & Beverage
Education
Grand Valley State University
Hospitality and Tourism Management, Emphasis in Meeting Planning
Rhonda West Rhonda West's Financial Research Associates Experience July 2013 - Present
Job List Researcher at Financial Research Associates
Industry Utilities
Experience
GameStop January 2015 - Present
Financial Research Associates July 2013 - Present
Elevation Church Blakeney September 2012 - Present
Elevation Church Blakeney February 2012 - Present
Piedmont Natural Gas April 1998 - July 2012
piedmont 2004 - 2012
piedmont 2004 - 2012
Skills
Natural Gas, SharePoint, Process Improvement, Gas, Energy, Active Directory, Analysis, Project Management, Team Leadership, Project Planning, Business Analysis, Contract Negotiation, Strategic Planning, Contract Management, Business Process...
Education
Central Piedmont Community College
Simulation and Game Development, Modeling, Virtual Environments and Simulation
GameStop January 2015 - Present
Financial Research Associates July 2013 - Present
Elevation Church Blakeney September 2012 - Present
Elevation Church Blakeney February 2012 - Present
Piedmont Natural Gas April 1998 - July 2012
piedmont 2004 - 2012
piedmont 2004 - 2012
Skills
Natural Gas, SharePoint, Process Improvement, Gas, Energy, Active Directory, Analysis, Project Management, Team Leadership, Project Planning, Business Analysis, Contract Negotiation, Strategic Planning, Contract Management, Business Process...
Education
Central Piedmont Community College
Simulation and Game Development, Modeling, Virtual Environments and Simulation
Lorraine Bellas Lorraine Bellas's Financial Research Associates Experience July 2004 - August 2008
Job Regional Meeting & Incentive Groups Manager at Sandals & Beaches Resorts
Industry Hospitality
Experience
Unique Vacations, Affiliate of The Worldwide Representatives of Sandals and Beaches Resorts November 2014 - Present
AlliedPRA Chicago / GMS September 2013 - October 2014
Sandals & Beaches Resorts (Unique Vacations) May 2010 - September 2013
Landmark Incentive Marketing August 2008 - June 2010
Financial Research Associates July 2004 - August 2008
iExplore May 2000 - August 2003
Skills
Meeting Planning, Incentive Travel, Hotels, Hospitality, Event Management, Event Planning, Tourism, Hospitality Management, Incentives, Travel Management, Corporate Events, Resorts, Trade Shows, Food & Beverage
Education
Kendall College
Bachelor of Arts (B.A.)
Unique Vacations, Affiliate of The Worldwide Representatives of Sandals and Beaches Resorts November 2014 - Present
AlliedPRA Chicago / GMS September 2013 - October 2014
Sandals & Beaches Resorts (Unique Vacations) May 2010 - September 2013
Landmark Incentive Marketing August 2008 - June 2010
Financial Research Associates July 2004 - August 2008
iExplore May 2000 - August 2003
Skills
Meeting Planning, Incentive Travel, Hotels, Hospitality, Event Management, Event Planning, Tourism, Hospitality Management, Incentives, Travel Management, Corporate Events, Resorts, Trade Shows, Food & Beverage
Education
Kendall College
Bachelor of Arts (B.A.)
Paige Mendicino's Financial Research Associates Experience February 2010 - January 2011
Job Senior Administrative Associate, Commercial Training
Industry Biotechnology
Experience
Genentech July 2013 - Present
Genentech August 2014 - January 2015
Genentech April 2012 - July 2013
Emphusion May 2011 - December 2011
Financial Research Associates February 2010 - January 2011
McNamara Law Firm April 2001 - March 2010
Skills
Project Management, Human Resources, Event Planning, Public Speaking, Document Management, Research, Microsoft Excel, PowerPoint, Microsoft Office, Event Management, Marketing Strategy, Market Research, Management
Education
San Francisco State University 2007 — 2009
Clinical Trials Design & Management Certificate
California State University-East Bay
Paralegal Certificate
San Jose State University
BA, English
Genentech July 2013 - Present
Genentech August 2014 - January 2015
Genentech April 2012 - July 2013
Emphusion May 2011 - December 2011
Financial Research Associates February 2010 - January 2011
McNamara Law Firm April 2001 - March 2010
Skills
Project Management, Human Resources, Event Planning, Public Speaking, Document Management, Research, Microsoft Excel, PowerPoint, Microsoft Office, Event Management, Marketing Strategy, Market Research, Management
Education
San Francisco State University 2007 — 2009
Clinical Trials Design & Management Certificate
California State University-East Bay
Paralegal Certificate
San Jose State University
BA, English
Kevin Mowll Kevin Mowll's Financial Research Associates Experience October 2013 - Present
Job Executive Director, RISE at Financial Research Associates
Industry Insurance
Experience
Financial Research Associates October 2013 - Present
Tufts Health Plan April 2012 - August 2013
PathStar Consulting, LLC February 2012 - March 2012
Capital DIstrict Physicians Health Plan April 2007 - January 2012
Capital District Physicians' Health Plan April 2007 - January 2012
United HealthCare November 1987 - March 2007
PacifiCare April 2004 - December 2004
PacifiCare January 2001 - March 2004
SecureHorizons USA January 1998 - December 2001
PacifiCare January 1995 - December 1997
Skills
Product Development, Product Management, Product Marketing, Market Development, Business Planning, Plan Design, Medicare, Managed Care, Medicare Supplements, Network Development, HMO, Health Plans, Expansion, PPO, Strategic Planning, Team Building, Business Strategy, Benefits, New Business Development, Marketing Strategy, Pricing, Sales Management, Market Research, Vendor Management, Health Policy, Healthcare, Medicare Part D, Provider Relations, Health Insurance, Insurance, Medicare Advantage, Strategy, Business Expansion, Leadership, Healthcare Industry, Medicaid, Business Development, Training, Program Management, Sales Operations, Strategic Partnerships, Management, Hospitals, Executive Management, Sales, Healthcare Consulting, Pharmacy Benefit..., Health Care Reform, Consulting
Education
UCLA Anderson School of Management 1976 — 1978
M.B.A., Business / Healthcare
University of California, Berkeley, Haas School of Business 1974 — 1976
B.S., Business
University of California, Santa Barbara 1972 — 1974
Financial Research Associates October 2013 - Present
Tufts Health Plan April 2012 - August 2013
PathStar Consulting, LLC February 2012 - March 2012
Capital DIstrict Physicians Health Plan April 2007 - January 2012
Capital District Physicians' Health Plan April 2007 - January 2012
United HealthCare November 1987 - March 2007
PacifiCare April 2004 - December 2004
PacifiCare January 2001 - March 2004
SecureHorizons USA January 1998 - December 2001
PacifiCare January 1995 - December 1997
Skills
Product Development, Product Management, Product Marketing, Market Development, Business Planning, Plan Design, Medicare, Managed Care, Medicare Supplements, Network Development, HMO, Health Plans, Expansion, PPO, Strategic Planning, Team Building, Business Strategy, Benefits, New Business Development, Marketing Strategy, Pricing, Sales Management, Market Research, Vendor Management, Health Policy, Healthcare, Medicare Part D, Provider Relations, Health Insurance, Insurance, Medicare Advantage, Strategy, Business Expansion, Leadership, Healthcare Industry, Medicaid, Business Development, Training, Program Management, Sales Operations, Strategic Partnerships, Management, Hospitals, Executive Management, Sales, Healthcare Consulting, Pharmacy Benefit..., Health Care Reform, Consulting
Education
UCLA Anderson School of Management 1976 — 1978
M.B.A., Business / Healthcare
University of California, Berkeley, Haas School of Business 1974 — 1976
B.S., Business
University of California, Santa Barbara 1972 — 1974
Jim Clapes Jim Clapes's Financial Research Associates Experience November 2003 - April 2005
Job Events Manager at Drug Policy Alliance
Industry Nonprofit Organization Management
Experience
Drug Policy Alliance July 2014 - Present
U.S. Green Building Council May 2007 - February 2014
U.S. Green Building Council October 2005 - May 2007
National Gay & Lesbian Chamber of Commerce (NGLCC) April 2005 - June 2005
Financial Research Associates November 2003 - April 2005
Skills
Event Planning, Volunteer Management, Non-profits, Event Management, Meeting Planning, Marketing, Public Speaking, Events, Sustainability, Nonprofits, Sponsorship, Fundraising, Community Outreach, Training, Strategic Planning, Management, Budgets, Editing, Customer Service, Program Management
Education
University of California, Santa Cruz 1999 — 2003
Bachelor of Arts, Political Science
Drug Policy Alliance July 2014 - Present
U.S. Green Building Council May 2007 - February 2014
U.S. Green Building Council October 2005 - May 2007
National Gay & Lesbian Chamber of Commerce (NGLCC) April 2005 - June 2005
Financial Research Associates November 2003 - April 2005
Skills
Event Planning, Volunteer Management, Non-profits, Event Management, Meeting Planning, Marketing, Public Speaking, Events, Sustainability, Nonprofits, Sponsorship, Fundraising, Community Outreach, Training, Strategic Planning, Management, Budgets, Editing, Customer Service, Program Management
Education
University of California, Santa Cruz 1999 — 2003
Bachelor of Arts, Political Science
Jennifer Schwerdtfeger, CPA Jennifer Schwerdtfeger, CPA's Financial Research Associates Experience November 2014 - Present
Job Senior Financial Analyst at Financial Research Associates
Industry Financial Services
Experience
Financial Research Associates November 2014 - Present
Financial Research Associates November 2012 - Present
Medallion Financial May 2012 - November 2012
First National Bank of Omaha September 2010 - May 2012
First National Bank of Omaha January 2008 - September 2010
PricewaterhouseCoopers 2006 - 2008
Skills
Financial Analysis, Personal Financial..., Microsoft Office, Credit, Portfolio Management, Credit Analysis, Internal Controls, Loans, Analysis, Valuation, Cash Flow, Accounts Receivable, Accounts Payable, Financial Statements, Management, Payroll, Finance, Accounting, Forecasting, Auditing, Microsoft Excel, Corporate Finance, Financial Accounting, Financial Modeling, Financial Reporting, Variance Analysis, Risk Management
Education
New York Univeristy - School of Continuing and Professional Studies 2011 — 2012
Certificate in Personal Financial Planning
The College of William and Mary - The Mason School of Business 2005 — 2006
Master of Accounting
University of Iowa 2001 — 2005
Bachelor of Business Administration, Accounting
Financial Research Associates November 2014 - Present
Financial Research Associates November 2012 - Present
Medallion Financial May 2012 - November 2012
First National Bank of Omaha September 2010 - May 2012
First National Bank of Omaha January 2008 - September 2010
PricewaterhouseCoopers 2006 - 2008
Skills
Financial Analysis, Personal Financial..., Microsoft Office, Credit, Portfolio Management, Credit Analysis, Internal Controls, Loans, Analysis, Valuation, Cash Flow, Accounts Receivable, Accounts Payable, Financial Statements, Management, Payroll, Finance, Accounting, Forecasting, Auditing, Microsoft Excel, Corporate Finance, Financial Accounting, Financial Modeling, Financial Reporting, Variance Analysis, Risk Management
Education
New York Univeristy - School of Continuing and Professional Studies 2011 — 2012
Certificate in Personal Financial Planning
The College of William and Mary - The Mason School of Business 2005 — 2006
Master of Accounting
University of Iowa 2001 — 2005
Bachelor of Business Administration, Accounting
Menna Lloyd-White Menna Lloyd-White's Financial Research Associates Experience January 2005 - Present
Job Sponsorship Sales at Financial Research Associates
Industry Events Services
Experience
Financial Research Associates January 2005 - Present
Integrated Decision Systems October 1993 - November 2004
Education
South Glamorgan Institute
Post Graduate Diploma, Communication and Media Studies
Swansea University
Bachelor of Arts (B.A.), Philosophy
Financial Research Associates January 2005 - Present
Integrated Decision Systems October 1993 - November 2004
Education
South Glamorgan Institute
Post Graduate Diploma, Communication and Media Studies
Swansea University
Bachelor of Arts (B.A.), Philosophy
Henry Ivry Henry Ivry's Financial Research Associates Experience November 2011 - June 2012
Job Executive Director of the Risk Adjustment Initiative and Society for Education (RISE)
Industry Financial Services
Experience
Financial Research Associates November 2011 - June 2012
Healthcare Education Associates November 2011 - June 2012
The Risk Adjustment Initiative and Society for Education (RISE) November 2011 - June 2012
iSearch By City May 2011 - August 2011
Ohmega Architectural Salvage August 2006 - August 2008
Skills
Copywriting, Project Management, Research, Marketing Strategy, Event Planning, Health Insurance, Healthcare, Leadership, Market Research, Marketing, Marketing Communications, Sales, Social Media, Strategy, Strategic Planning
Education
University of Toronto 2014 — 2019
Doctor of Philosophy (PhD), English Literature
The University of Edinburgh 2012 — 2013
Master of Science (MSc), Literature and Modernity
University of Edinburgh 2007 — 2011
MA with Honours, First Class, English Literature
The University of British Columbia 2009 — 2010
Academic Exchange, Literature and Cultural Studies
Financial Research Associates November 2011 - June 2012
Healthcare Education Associates November 2011 - June 2012
The Risk Adjustment Initiative and Society for Education (RISE) November 2011 - June 2012
iSearch By City May 2011 - August 2011
Ohmega Architectural Salvage August 2006 - August 2008
Skills
Copywriting, Project Management, Research, Marketing Strategy, Event Planning, Health Insurance, Healthcare, Leadership, Market Research, Marketing, Marketing Communications, Sales, Social Media, Strategy, Strategic Planning
Education
University of Toronto 2014 — 2019
Doctor of Philosophy (PhD), English Literature
The University of Edinburgh 2012 — 2013
Master of Science (MSc), Literature and Modernity
University of Edinburgh 2007 — 2011
MA with Honours, First Class, English Literature
The University of British Columbia 2009 — 2010
Academic Exchange, Literature and Cultural Studies
Vincent Saelzler Vincent Saelzler's Financial Research Associates Experience June 2014 - Present
Job Systems Analyst | Software Developer
Industry Information Technology and Services
Experience
Financial Research Associates June 2014 - Present
Wells Fargo Securities (Contracting With Synechron) December 2013 - May 2014
Synechron December 2013 - May 2014
UNC Charlotte September 2012 - August 2013
UNC Charlotte January 2012 - August 2013
UNC Charlotte September 2010 - August 2013
UNC Charlotte September 2010 - August 2013
UNC Charlotte July 2011 - December 2012
Skills
SQL, Visual Basic, Microsoft Access, Microsoft Exchange, C++, Java, Visual Studio, Microsoft Excel, Microsoft Office, Public Speaking, Hands-on Training, Team Facilitation, VBA, Nonprofits, Fitness Instruction, Teaching, Mentoring, Wilderness First Aid, Sea Kayaking, Rock Climbing, Whitewater Kayaking, Backpacking, Group Dynamics, Group Training, Outdoor Education, Leadership, OS X, Software Documentation
Education
University of North Carolina at Charlotte 2007 — 2013
B.S.B.A., Management Information Systems
University of North Carolina at Charlotte 2007 — 2013
B.S., Psychology
Financial Research Associates June 2014 - Present
Wells Fargo Securities (Contracting With Synechron) December 2013 - May 2014
Synechron December 2013 - May 2014
UNC Charlotte September 2012 - August 2013
UNC Charlotte January 2012 - August 2013
UNC Charlotte September 2010 - August 2013
UNC Charlotte September 2010 - August 2013
UNC Charlotte July 2011 - December 2012
Skills
SQL, Visual Basic, Microsoft Access, Microsoft Exchange, C++, Java, Visual Studio, Microsoft Excel, Microsoft Office, Public Speaking, Hands-on Training, Team Facilitation, VBA, Nonprofits, Fitness Instruction, Teaching, Mentoring, Wilderness First Aid, Sea Kayaking, Rock Climbing, Whitewater Kayaking, Backpacking, Group Dynamics, Group Training, Outdoor Education, Leadership, OS X, Software Documentation
Education
University of North Carolina at Charlotte 2007 — 2013
B.S.B.A., Management Information Systems
University of North Carolina at Charlotte 2007 — 2013
B.S., Psychology
Jason Kilsdonk Jason Kilsdonk's Financial Research Associates Experience June 2011 - Present
Job Senior Financial Analyst at Financial Research Associates
Industry Financial Services
Experience
Financial Research Associates June 2011 - Present
Financial Research Associates April 2007 - June 2011
Skills
Business Valuation, Forensic Accounting, Financial Analysis, Accounting, Finance, Analysis, Leadership
Education
Drexel University 2002 — 2007
Bachelors, Accounting
Little Chute High School
Financial Research Associates June 2011 - Present
Financial Research Associates April 2007 - June 2011
Skills
Business Valuation, Forensic Accounting, Financial Analysis, Accounting, Finance, Analysis, Leadership
Education
Drexel University 2002 — 2007
Bachelors, Accounting
Little Chute High School
George Fenyo George Fenyo's Financial Research Associates Experience November 1990 - April 1996
Job Independent Financial Services Professional
Industry Financial Services
Experience
Chancellery of the Prime Minister February 2008 - June 2008
OTP Bank April 1996 - August 2005
Financial Research Associates November 1990 - April 1996
Technoimpex 1969 - 1990
Skills
Emerging Markets, Equities, Investments, Capital Markets, Corporate Finance, Strategy, Project Finance, Banking, Investment Banking, Investor Relations, Mergers & Acquisitions, Financial Markets, Portfolio Management, Asset Management, Management Consulting, Business Strategy, Business Planning, Financial Risk, Financial Analysis, Valuation, Economics, Financial Modeling, Private Equity, Fixed Income, Restructuring, Risk Management
Education
Corvinus University of Budapest 1963 — 1967
Rákoczi
Rákoczi
Rákoczi
Chancellery of the Prime Minister February 2008 - June 2008
OTP Bank April 1996 - August 2005
Financial Research Associates November 1990 - April 1996
Technoimpex 1969 - 1990
Skills
Emerging Markets, Equities, Investments, Capital Markets, Corporate Finance, Strategy, Project Finance, Banking, Investment Banking, Investor Relations, Mergers & Acquisitions, Financial Markets, Portfolio Management, Asset Management, Management Consulting, Business Strategy, Business Planning, Financial Risk, Financial Analysis, Valuation, Economics, Financial Modeling, Private Equity, Fixed Income, Restructuring, Risk Management
Education
Corvinus University of Budapest 1963 — 1967
Rákoczi
Rákoczi
Rákoczi
Jessie Sheldon Jessie Sheldon's Financial Research Associates Experience May 2008 - January 2009
Job Marketing Manager at Astute Business Solutions
Industry Marketing and Advertising
Experience
Astute Business Solutions December 2014 - Present
Minerva Networks July 2011 - July 2013
Southern Wine & Spirits June 2009 - August 2011
Financial Research Associates May 2008 - January 2009
Priest River Times May 2006 - September 2006
Planet Construction September 2005 - April 2006
Skills
Event Planning, Social Media Marketing, Press Relations, Marketing Communications, Corporate Website..., Trade Shows, Project Management, IPTV, Graphic Design, Press Releases, Webinar Management, Event Management, Sales, Social Media, Management, Marketing, Start-ups, Marketing Strategy, Product Management, Public Relations, Strategic Partnerships, Business Development
Education
Santa Clara University 1997 — 2001
Bachelor of Arts (B.A.), English
Santa Clara University
Astute Business Solutions December 2014 - Present
Minerva Networks July 2011 - July 2013
Southern Wine & Spirits June 2009 - August 2011
Financial Research Associates May 2008 - January 2009
Priest River Times May 2006 - September 2006
Planet Construction September 2005 - April 2006
Skills
Event Planning, Social Media Marketing, Press Relations, Marketing Communications, Corporate Website..., Trade Shows, Project Management, IPTV, Graphic Design, Press Releases, Webinar Management, Event Management, Sales, Social Media, Management, Marketing, Start-ups, Marketing Strategy, Product Management, Public Relations, Strategic Partnerships, Business Development
Education
Santa Clara University 1997 — 2001
Bachelor of Arts (B.A.), English
Santa Clara University
Erin Busch Erin Busch's Financial Research Associates Experience June 2008 - Present
Job Producer/Program Director
Industry Program Development
Experience
Financial Research Associates June 2008 - Present
Hedge Fund Business Operations Association May 2011 - April 2014
First Wave Promotions May 2005 - June 2008
Tower Communications and Broadcasting September 2003 - April 2005
Clear Channel Broadcasting August 2000 - September 2002
Skills
Program Development, Project Management, Research, Market Research, Producing, Conference Production, Event Producing, Television Producing, Field Producing, Radio Producing, Concept Development, Marketing Strategy, Copywriting, Editing, Event Management, Budgeting, Art Direction, Online Research, Alternative Investments, Hedge Funds, Equity Research, Segment Producing, Budgets, Event Planning, Business Development, Email Marketing, Marketing, Management, Asset Management, Public Speaking, Advertising, Investments
Education
California State University-Monterey Bay 1998 — 2000
BA
Financial Research Associates June 2008 - Present
Hedge Fund Business Operations Association May 2011 - April 2014
First Wave Promotions May 2005 - June 2008
Tower Communications and Broadcasting September 2003 - April 2005
Clear Channel Broadcasting August 2000 - September 2002
Skills
Program Development, Project Management, Research, Market Research, Producing, Conference Production, Event Producing, Television Producing, Field Producing, Radio Producing, Concept Development, Marketing Strategy, Copywriting, Editing, Event Management, Budgeting, Art Direction, Online Research, Alternative Investments, Hedge Funds, Equity Research, Segment Producing, Budgets, Event Planning, Business Development, Email Marketing, Marketing, Management, Asset Management, Public Speaking, Advertising, Investments
Education
California State University-Monterey Bay 1998 — 2000
BA
Bk Zwawa's Financial Research Associates Experience January 2013 - March 2015
Job CoFounder/Owner at Fitness De Cuisine, LLC
Industry Events Services
Experience
Fitness De Cuisine, LLC "Better Food Better for You" January 2012 - Present
Financial Research Associates January 2013 - March 2015
Wells Fargo December 2002 - June 2009
Bank One 1997 - 2001
Skills
Change Management, Healthcare, Product Management, Facebook, Strategic Partnerships, Account Management, Fundraising
Education
Indiana Purdue of Fort Wayne
2 years, Computer Information Systems
The Ohio State University
Fitness De Cuisine, LLC "Better Food Better for You" January 2012 - Present
Financial Research Associates January 2013 - March 2015
Wells Fargo December 2002 - June 2009
Bank One 1997 - 2001
Skills
Change Management, Healthcare, Product Management, Facebook, Strategic Partnerships, Account Management, Fundraising
Education
Indiana Purdue of Fort Wayne
2 years, Computer Information Systems
The Ohio State University
Jeremy Turpen Jeremy Turpen's Financial Research Associates Experience September 2006 - September 2008
Job Executive Recruiter
Industry Staffing and Recruiting
Experience
Wavestaff December 2010 - Present
Snedigar Publications and Research February 2010 - January 2011
Social Impact Adventures December 2008 - December 2009
Affiliate Traction September 2008 - September 2009
Financial Research Associates September 2006 - September 2008
Blue Creek Productions November 2004 - August 2006
Hassans International Law Firm (Gibraltar) June 2001 - September 2001
Skills
SEO, Online Advertising, Search, Online Marketing, Web Analytics, SaaS, SEM, Staffing Industry, E-commerce, Industrial Sector, Sales, Entrepreneurship, Start-ups, Marketing, Social Media Marketing, Digital Media, Lead Generation, Integrated Marketing, Social Networking, Advertising, Strategy, Account Management, B2B, Management, PPC, Mobile Devices, CRM, Recruiting, Strategic Partnerships, Project Management, Digital Strategy, Salesforce.com, Cloud Computing, Marketing Strategy, Email Marketing, Digital Marketing, Interviews, Business Development, Mobile Marketing
Education
University of California, Santa Cruz 2000 — 2005
Bachelor of Science, Global Economics
Battle Mountain High School 1996 — 2000
Wavestaff December 2010 - Present
Snedigar Publications and Research February 2010 - January 2011
Social Impact Adventures December 2008 - December 2009
Affiliate Traction September 2008 - September 2009
Financial Research Associates September 2006 - September 2008
Blue Creek Productions November 2004 - August 2006
Hassans International Law Firm (Gibraltar) June 2001 - September 2001
Skills
SEO, Online Advertising, Search, Online Marketing, Web Analytics, SaaS, SEM, Staffing Industry, E-commerce, Industrial Sector, Sales, Entrepreneurship, Start-ups, Marketing, Social Media Marketing, Digital Media, Lead Generation, Integrated Marketing, Social Networking, Advertising, Strategy, Account Management, B2B, Management, PPC, Mobile Devices, CRM, Recruiting, Strategic Partnerships, Project Management, Digital Strategy, Salesforce.com, Cloud Computing, Marketing Strategy, Email Marketing, Digital Marketing, Interviews, Business Development, Mobile Marketing
Education
University of California, Santa Cruz 2000 — 2005
Bachelor of Science, Global Economics
Battle Mountain High School 1996 — 2000
Joshua Krenz Joshua Krenz's Financial Research Associates Experience August 2012 - Present
Job Conference Director at Financial Research Associates
Industry Events Services
Experience
Financial Research Associates August 2012 - Present
GeoGrain 2010 - 2011
Skills
Copywriting, Event Management, Editing, Market Research, Social Media, Press Releases, Marketing Communications, Event Planning, Creative Writing, Publishing, Copy Editing, Social Media Marketing, Blogging, Online Marketing, Content Development, Conference Production
Education
Chapman University 2008 — 2010
Master of Fine Arts (M.F.A.), Playwriting and Screenwriting
Montana State University-Bozeman 2004 — 2007
Bachelor of Arts (B.A.), Media Theatre Arts
Financial Research Associates August 2012 - Present
GeoGrain 2010 - 2011
Skills
Copywriting, Event Management, Editing, Market Research, Social Media, Press Releases, Marketing Communications, Event Planning, Creative Writing, Publishing, Copy Editing, Social Media Marketing, Blogging, Online Marketing, Content Development, Conference Production
Education
Chapman University 2008 — 2010
Master of Fine Arts (M.F.A.), Playwriting and Screenwriting
Montana State University-Bozeman 2004 — 2007
Bachelor of Arts (B.A.), Media Theatre Arts
Justin Guzman Justin Guzman's Financial Research Associates Experience May 2015 - August 2015
Job Director of Member Relations at ALPFA RutgersNewark
Industry Financial Services
Experience
Financial Research Associates May 2015 - August 2015
Baker Tilly Virchow Krause, LLP January 2015 - April 2015
Financial Resources FCU August 2013 - January 2015
Valley National Bank November 2010 - September 2013
Raritan Valley Surgical Associates June 2010 - September 2010
Panera Bread June 2009 - September 2010
Skills
Retail Banking, Accounts Payable, Account Reconciliation, Accounts Receivable, Accounting, Customer Service, Financial Services, Public Speaking, Microsoft Office, Working Experience, Banking, Microsoft Word, Teamwork, PowerPoint, Microsoft Excel, Time Management, Leadership
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2013 — 2016
Pursuing a Bachelor of Science (BS), Accounting & Supply Chain Management
Raritan Valley Community College 2011 — 2013
Associate of Arts (AA), Business Liberal Arts
Financial Research Associates May 2015 - August 2015
Baker Tilly Virchow Krause, LLP January 2015 - April 2015
Financial Resources FCU August 2013 - January 2015
Valley National Bank November 2010 - September 2013
Raritan Valley Surgical Associates June 2010 - September 2010
Panera Bread June 2009 - September 2010
Skills
Retail Banking, Accounts Payable, Account Reconciliation, Accounts Receivable, Accounting, Customer Service, Financial Services, Public Speaking, Microsoft Office, Working Experience, Banking, Microsoft Word, Teamwork, PowerPoint, Microsoft Excel, Time Management, Leadership
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2013 — 2016
Pursuing a Bachelor of Science (BS), Accounting & Supply Chain Management
Raritan Valley Community College 2011 — 2013
Associate of Arts (AA), Business Liberal Arts
Lisa Cruikshank Lisa Cruikshank's Financial Research Associates Experience 2002 - Present
Job Managing Director, Financial Research Associates Specializing in Business Valuation and Forensic Accounting
Industry Financial Services
Experience
Financial Research Associates 2002 - Present
Skills
Business Valuation, Financial Analysis, Litigation Support, Valuation, Forensic Accounting, Expert Witness
Education
Cedar Crest College
Bachelor's Degree, Accounting and Finance
La Salle University
Master of Business Administration (M.B.A.), Finance
Financial Research Associates 2002 - Present
Skills
Business Valuation, Financial Analysis, Litigation Support, Valuation, Forensic Accounting, Expert Witness
Education
Cedar Crest College
Bachelor's Degree, Accounting and Finance
La Salle University
Master of Business Administration (M.B.A.), Finance
Orlando Lam Orlando Lam's Financial Research Associates Experience April 2013 - January 2014
Job Investment Banking Analyst at Boenning & Scattergood
Industry Investment Banking
Experience
Boenning & Scattergood, Inc. August 2014 - Present
Bryant Park Capital January 2014 - June 2014
Financial Research Associates April 2013 - January 2014
DuPont Capital Management April 2012 - September 2012
American Water April 2011 - September 2011
Education
Drexel University 2009 — 2014
Bachelor's Degree
Glassboro High School 2005 — 2009
Boenning & Scattergood, Inc. August 2014 - Present
Bryant Park Capital January 2014 - June 2014
Financial Research Associates April 2013 - January 2014
DuPont Capital Management April 2012 - September 2012
American Water April 2011 - September 2011
Education
Drexel University 2009 — 2014
Bachelor's Degree
Glassboro High School 2005 — 2009
John W. Nabial, Jr. John W. Nabial, Jr.'s Financial Research Associates Experience September 2012 - Present
Job Analyst Intern at Financial Research Associates
Industry Financial Services
Experience
Financial Research Associates September 2012 - Present
Drexel University April 2012 - June 2012
Drexel University June 2011 - September 2011
Vector Marketing July 2010 - September 2010
Skills
Microsoft Excel,..., Statistical Program,..., Statistics Program, "R", Business Valuation, Financial Analysis, Finance, Investments, Data Analysis
Education
Drexel University - College of Business and Administration 2014 — 2015
Master of Business Administration (M.B.A.), Finance
Drexel University - College of Business and Administration 2010 — 2014
Bachelor's Degree, Accounting, Economics, and Finance, 3.96
Financial Research Associates September 2012 - Present
Drexel University April 2012 - June 2012
Drexel University June 2011 - September 2011
Vector Marketing July 2010 - September 2010
Skills
Microsoft Excel,..., Statistical Program,..., Statistics Program, "R", Business Valuation, Financial Analysis, Finance, Investments, Data Analysis
Education
Drexel University - College of Business and Administration 2014 — 2015
Master of Business Administration (M.B.A.), Finance
Drexel University - College of Business and Administration 2010 — 2014
Bachelor's Degree, Accounting, Economics, and Finance, 3.96
Shawn Parsons, MBA Shawn Parsons, MBA's Financial Research Associates Experience January 1989 - June 1999
Job Manager, Business Analytics at Carecentrix
Industry Hospital & Health Care
Experience
CareCentrix May 2015 - Present
Health Integrated, Inc. February 2014 - April 2015
Access2Care (TMS Management Group was acquired by A2C Aug. 2013) March 2011 - February 2014
Advantec April 2007 - March 2011
Financial Research Associates January 1989 - June 1999
Unisys January 1985 - January 1989
Skills
Strategy, PeopleSoft, Financial Reporting, Management, Business Analysis, Microsoft Excel, Process Improvement, Payroll, Employee Benefits, Salesforce.com, Employee Relations, Recruiting, Forecasting, Benefits Administration, Microsoft SQL Server, Department Budgeting, Microsoft Office, HRIS, ADP Payroll, Operations Management, Corporate Budgeting, Healthcare, Transportation, MS Office Suite, Onyx CRM, Professional Employer..., Tableau, Key Performance..., Performance Dashboards, Strategic Planning, Leadership, Team Building, Analysis
Education
La Salle University 1983 — 1984
MBA
The Ohio State University 1977 — 1981
BA
CareCentrix May 2015 - Present
Health Integrated, Inc. February 2014 - April 2015
Access2Care (TMS Management Group was acquired by A2C Aug. 2013) March 2011 - February 2014
Advantec April 2007 - March 2011
Financial Research Associates January 1989 - June 1999
Unisys January 1985 - January 1989
Skills
Strategy, PeopleSoft, Financial Reporting, Management, Business Analysis, Microsoft Excel, Process Improvement, Payroll, Employee Benefits, Salesforce.com, Employee Relations, Recruiting, Forecasting, Benefits Administration, Microsoft SQL Server, Department Budgeting, Microsoft Office, HRIS, ADP Payroll, Operations Management, Corporate Budgeting, Healthcare, Transportation, MS Office Suite, Onyx CRM, Professional Employer..., Tableau, Key Performance..., Performance Dashboards, Strategic Planning, Leadership, Team Building, Analysis
Education
La Salle University 1983 — 1984
MBA
The Ohio State University 1977 — 1981
BA
Elizabeth Boyes's Financial Research Associates Experience September 2012 - August 2013
Job Legal Assistant at Law Firm of Patricia Boyes
Industry Legal Services
Experience
Law Firm of Patricia Boyes August 2013 - Present
Olitas Cantina & Grille May 2012 - October 2013
Financial Research Associates September 2012 - August 2013
Zelda's On the Beach June 2008 - December 2010
Career Center, San Francisco State University September 2007 - June 2008
Skills
Marketing Communications, Social Networking, Event Planning, Research, Non-profits, Market Research, Social Media, Microsoft Office, Marketing, PowerPoint, Microsoft Excel, Time Management, Public Relations, Social Media Marketing
Education
University of California, Santa Cruz 2008 — 2012
Bachelor of Arts (B.A.), Anthropology
The University of Queensland 2011 — 2011
Bachelor of Anthropology
San Francisco State University 2007 — 2008
Law Firm of Patricia Boyes August 2013 - Present
Olitas Cantina & Grille May 2012 - October 2013
Financial Research Associates September 2012 - August 2013
Zelda's On the Beach June 2008 - December 2010
Career Center, San Francisco State University September 2007 - June 2008
Skills
Marketing Communications, Social Networking, Event Planning, Research, Non-profits, Market Research, Social Media, Microsoft Office, Marketing, PowerPoint, Microsoft Excel, Time Management, Public Relations, Social Media Marketing
Education
University of California, Santa Cruz 2008 — 2012
Bachelor of Arts (B.A.), Anthropology
The University of Queensland 2011 — 2011
Bachelor of Anthropology
San Francisco State University 2007 — 2008
Jennifer Bramley Jennifer Bramley's Financial Research Associates Experience March 2002 - March 2004
Job Event Producer at Human Capital Institute (HCI)
Industry Events Services
Experience
Human Capital Institute (HCI) October 2013 - Present
World Congress October 2012 - October 2013
Sole Proprietor January 2008 - October 2012
Direct Marketing Association March 2007 - March 2008
UBM plc March 2004 - March 2007
Financial Research Associates March 2002 - March 2004
Real Estate Research Corporation June 1996 - May 2000
Skills
Event Management, Digital Marketing, Event Planning, Marketing, Vendor Management, Strategy, Marketing Communications, Marketing Strategy, Trade Shows, Cloud Computing, Integrated Marketing, Direct Marketing, Strategic Partnerships
Education
University of Chicago - Committee on International Relations 1993 — 1995
Master of Arts (MA), International Relations
University of California, Santa Cruz 1986 — 1990
Bachelor of Arts (BA), European intellectual History, minor in Sociology
Human Capital Institute (HCI) October 2013 - Present
World Congress October 2012 - October 2013
Sole Proprietor January 2008 - October 2012
Direct Marketing Association March 2007 - March 2008
UBM plc March 2004 - March 2007
Financial Research Associates March 2002 - March 2004
Real Estate Research Corporation June 1996 - May 2000
Skills
Event Management, Digital Marketing, Event Planning, Marketing, Vendor Management, Strategy, Marketing Communications, Marketing Strategy, Trade Shows, Cloud Computing, Integrated Marketing, Direct Marketing, Strategic Partnerships
Education
University of Chicago - Committee on International Relations 1993 — 1995
Master of Arts (MA), International Relations
University of California, Santa Cruz 1986 — 1990
Bachelor of Arts (BA), European intellectual History, minor in Sociology
Tyler R. Long's Financial Research Associates Experience September 2013 - March 2014
Job Reconciliation Analyst at SEI
Industry Financial Services
Experience
SEI April 2015 - Present
SEI September 2014 - April 2015
Financial Research Associates September 2013 - March 2014
Drexel University April 2013 - June 2013
Delaware County Community College January 2012 - May 2013
Skills
Accounting, Microsoft Office, Leadership, Tutoring, Finance, Time Management, Forensic Accounting, Technical Writing, Tax, Teamwork, Research, Account Reconciliation, Academia, Bank Reconciliation
Education
Drexel University - LeBow College of Business 2012 — 2014
Bachelor of Science in Business Administration (B.S.B.A.), Cum Laude, Accounting
Delaware County Community College 2010 — 2012
Associate of Science (A.S.) in Business Administration, High Honors
SEI April 2015 - Present
SEI September 2014 - April 2015
Financial Research Associates September 2013 - March 2014
Drexel University April 2013 - June 2013
Delaware County Community College January 2012 - May 2013
Skills
Accounting, Microsoft Office, Leadership, Tutoring, Finance, Time Management, Forensic Accounting, Technical Writing, Tax, Teamwork, Research, Account Reconciliation, Academia, Bank Reconciliation
Education
Drexel University - LeBow College of Business 2012 — 2014
Bachelor of Science in Business Administration (B.S.B.A.), Cum Laude, Accounting
Delaware County Community College 2010 — 2012
Associate of Science (A.S.) in Business Administration, High Honors
Catherine Como Catherine Como's Financial Research Associates Experience August 2010 - October 2011
Job Providing the Right message at the Right time
Industry Transportation/Trucking/Railroad
Experience
Randall-Reilly June 2014 - Present
TriNet January 2014 - May 2014
TriNet March 2013 - December 2013
Wells Fargo Insurance Services January 2012 - March 2013
Financial Research Associates August 2010 - October 2011
NFP Corporate Services (NY) August 2000 - February 2009
Cleaner's Supply October 1998 - February 2000
Modern Marketing Concepts Inc. 1995 - 1998
Skills
Account Management, Strategy, Recruiting, Business Development, Marketing Strategy, Cold Calling, Strategic Partnerships, Sales, Business Strategy, Human Resources, Direct Sales, Networking, Leadership, Risk Management, Negotiation, Strategic Planning, Training, Customer Service, Sales Management, Marketing, Team Building, Healthcare, Sales Operations, Employee Benefits, Insurance, Analysis, Time Management, Public Speaking, Event Planning, Customer Retention, New Business Development, Management, Small Business, CRM, Selling, Outsourcing, Start-ups, Health Insurance, Contract Negotiation, Salesforce.com, Sales Process, Lead Generation, Coaching, Access
Education
Binghamton University
BS, Applied Social Sciences
Union Endicott High School
Randall-Reilly June 2014 - Present
TriNet January 2014 - May 2014
TriNet March 2013 - December 2013
Wells Fargo Insurance Services January 2012 - March 2013
Financial Research Associates August 2010 - October 2011
NFP Corporate Services (NY) August 2000 - February 2009
Cleaner's Supply October 1998 - February 2000
Modern Marketing Concepts Inc. 1995 - 1998
Skills
Account Management, Strategy, Recruiting, Business Development, Marketing Strategy, Cold Calling, Strategic Partnerships, Sales, Business Strategy, Human Resources, Direct Sales, Networking, Leadership, Risk Management, Negotiation, Strategic Planning, Training, Customer Service, Sales Management, Marketing, Team Building, Healthcare, Sales Operations, Employee Benefits, Insurance, Analysis, Time Management, Public Speaking, Event Planning, Customer Retention, New Business Development, Management, Small Business, CRM, Selling, Outsourcing, Start-ups, Health Insurance, Contract Negotiation, Salesforce.com, Sales Process, Lead Generation, Coaching, Access
Education
Binghamton University
BS, Applied Social Sciences
Union Endicott High School
Brittney Luedtke's Financial Research Associates Experience April 2010 - September 2014
Job Marketing Analyst at Babson Capital Management
Industry Marketing and Advertising
Experience
Babson Capital Management September 2014 - Present
Financial Research Associates April 2010 - September 2014
Thrivent Financial for Lutherans March 2009 - December 2009
Iowa Public Interest Research Group January 2009 - May 2009
Northwestern Mutual May 2008 - August 2008
Skills
Social Media Marketing, Marketing Communications, Email Marketing, Social Media, Marketing Strategy, Media Relations, Public Relations, Press Releases, Strategic Planning, Management, Business Development, Customer Service, Event Planning, Blogging, Sales, Copywriting, Online Marketing, Social Networking, Digital Marketing, Microsoft Office, Content Management, Editing, Advertising, Event Management, Marketing Research, Project Management, Online Advertising, Content Development, SEO, Journalism, Market Research, Contract Negotiation, Brand Management, Strategic Partnerships, Google Analytics, WebTrends Analytics, Twitter, Creative Direction, Newsletters, Event Marketing Strategy, Customer Relations, Website Updating, Creative Development, HubSpot, Lyris, Adobe Acrobat, LinkedIn, HTML
Education
University of Iowa 2004 — 2009
Bachelor of Arts, Business, Communication Studies
Barrington High School 2000 — 2004
High School Diploma
Babson Capital Management September 2014 - Present
Financial Research Associates April 2010 - September 2014
Thrivent Financial for Lutherans March 2009 - December 2009
Iowa Public Interest Research Group January 2009 - May 2009
Northwestern Mutual May 2008 - August 2008
Skills
Social Media Marketing, Marketing Communications, Email Marketing, Social Media, Marketing Strategy, Media Relations, Public Relations, Press Releases, Strategic Planning, Management, Business Development, Customer Service, Event Planning, Blogging, Sales, Copywriting, Online Marketing, Social Networking, Digital Marketing, Microsoft Office, Content Management, Editing, Advertising, Event Management, Marketing Research, Project Management, Online Advertising, Content Development, SEO, Journalism, Market Research, Contract Negotiation, Brand Management, Strategic Partnerships, Google Analytics, WebTrends Analytics, Twitter, Creative Direction, Newsletters, Event Marketing Strategy, Customer Relations, Website Updating, Creative Development, HubSpot, Lyris, Adobe Acrobat, LinkedIn, HTML
Education
University of Iowa 2004 — 2009
Bachelor of Arts, Business, Communication Studies
Barrington High School 2000 — 2004
High School Diploma
Beth Schrager's Financial Research Associates Experience 2003 - Present
Job Event Marketing/Sales and Interior Design Managment Consulting
Industry Events Services
Experience
Nappa Interiors March 2014 - Present
Schrager and Associates January 1995 - Present
Management Roundtable 1996 - Present
Financial Research Associates 2003 - Present
P Hoey Productions October 2008 - March 2014
InventHelp January 2013 - June 2013
Dufresne Research July 2012 - June 2013
A-E Ventures January 2012 - June 2012
Redwood Collaborative Media December 2011 - May 2012
Rapid News Publications July 2011 - January 2012
Skills
Trade Shows, Sponsorship, Sales Management, Event Management, Conferences, Sponsorship Sales, New Business Development, Event Marketing, Event Planning, Negotiation, Market Research, Lead Generation, B2B, Consultative Selling, Salesforce.com, Integrated Marketing, Marketing Research, Marketing Strategy, Account Management, Word, on site show management, Editing, Customer Relations, Advertising Sales, Market Planning, Contract Negotiation, Business Strategy, B2B Marketing, Telemarketing, International Sales, Sales Process, Marketing Communications, Advertising, Writing, Competitive Analysis, Strategy Development, Key Account Management, Business Development, Marketing, Sales, Product Marketing, Product Development, CRM, Management, Entrepreneurship, Leadership, Strategic Partnerships, Marketing Management, ACT DATabase, Social Media Marketing
Education
Harvard University
MEd
Ithaca College
BA
Martin Van Buren High School
PS 179
Nappa Interiors March 2014 - Present
Schrager and Associates January 1995 - Present
Management Roundtable 1996 - Present
Financial Research Associates 2003 - Present
P Hoey Productions October 2008 - March 2014
InventHelp January 2013 - June 2013
Dufresne Research July 2012 - June 2013
A-E Ventures January 2012 - June 2012
Redwood Collaborative Media December 2011 - May 2012
Rapid News Publications July 2011 - January 2012
Skills
Trade Shows, Sponsorship, Sales Management, Event Management, Conferences, Sponsorship Sales, New Business Development, Event Marketing, Event Planning, Negotiation, Market Research, Lead Generation, B2B, Consultative Selling, Salesforce.com, Integrated Marketing, Marketing Research, Marketing Strategy, Account Management, Word, on site show management, Editing, Customer Relations, Advertising Sales, Market Planning, Contract Negotiation, Business Strategy, B2B Marketing, Telemarketing, International Sales, Sales Process, Marketing Communications, Advertising, Writing, Competitive Analysis, Strategy Development, Key Account Management, Business Development, Marketing, Sales, Product Marketing, Product Development, CRM, Management, Entrepreneurship, Leadership, Strategic Partnerships, Marketing Management, ACT DATabase, Social Media Marketing
Education
Harvard University
MEd
Ithaca College
BA
Martin Van Buren High School
PS 179
Eric Johns's Financial Research Associates Experience August 2004 - March 2008
Job Founder, President at Drawn by Clouds
Industry Entertainment
Experience
Drawn by Clouds June 2013 - Present
Wyrd Miniatures, LLC February 2008 - Present
EricJStudios December 2004 - Present
Financial Research Associates August 2004 - March 2008
Coldwell Banker August 2000 - August 2004
Education
Lewis and Clark College 1996 — 2000
BS, Economics and International Affairs
Drawn by Clouds June 2013 - Present
Wyrd Miniatures, LLC February 2008 - Present
EricJStudios December 2004 - Present
Financial Research Associates August 2004 - March 2008
Coldwell Banker August 2000 - August 2004
Education
Lewis and Clark College 1996 — 2000
BS, Economics and International Affairs
Fran Egan's Financial Research Associates Experience March 2005 - October 2010
Job Manager, Valuation Services at Wipfli LLP
Industry Financial Services
Experience
Wipfli LLP September 2015 - Present
HealthCare Appraisers, Inc. November 2010 - August 2015
Financial Research Associates March 2005 - October 2010
Radian June 2002 - March 2005
SEI Investments August 1999 - June 2002
Education
Penn State University 1995 — 1999
Wipfli LLP September 2015 - Present
HealthCare Appraisers, Inc. November 2010 - August 2015
Financial Research Associates March 2005 - October 2010
Radian June 2002 - March 2005
SEI Investments August 1999 - June 2002
Education
Penn State University 1995 — 1999
Denise Tortora's Financial Research Associates Experience November 2003 - Present
Job Chief Marketing Officer at Financial Research Associates
Industry Education Management
Experience
Financial Research Associates November 2003 - Present
Institute for International Research 1987 - 2001
Skills
Marketing, Leadership, Market Research, Social Media Marketing, Marketing Research, Marketing Strategy, Business Development, Event Management
Education
Pace University - Lubin School of Business 1984 — 1988
Master of Business Administration (MBA), Marketing
Financial Research Associates November 2003 - Present
Institute for International Research 1987 - 2001
Skills
Marketing, Leadership, Market Research, Social Media Marketing, Marketing Research, Marketing Strategy, Business Development, Event Management
Education
Pace University - Lubin School of Business 1984 — 1988
Master of Business Administration (MBA), Marketing
Sherry Welch's Financial Research Associates Experience July 2008 - September 2008
Job Content, Web and Media Editor/Writer
Industry Writing and Editing
Experience
StoryStudio Chicago Business Writing and Storytelling Training May 2015 - Present
Everspring Inc. July 2014 - May 2015
Saint Xavier University November 2012 - June 2014
Oil-Dri Corporation of America December 2008 - November 2012
Financial Research Associates July 2008 - September 2008
AirOne Respiratory Services August 2007 - July 2008
Agate Publishing January 2008 - April 2008
Skills
Copy Editing, Editing, Text Editing, Editorial, Copywriting, Web Content Creation, Content Writing, Content Management, Creative Writing, Writing, Web Content, Proofreading, Publications, Customer Service, Microsoft Excel, Leadership, Time Management, Microsoft Office, PowerPoint, Microsoft Word, Retail, Management, Event Planning, Blogging
Education
DePaul University 2010 — 2012
Masters, Writing and Publishing
Northeastern Illinois University 2003 — 2007
Bachelor of Arts (B.A.), English
StoryStudio Chicago Business Writing and Storytelling Training May 2015 - Present
Everspring Inc. July 2014 - May 2015
Saint Xavier University November 2012 - June 2014
Oil-Dri Corporation of America December 2008 - November 2012
Financial Research Associates July 2008 - September 2008
AirOne Respiratory Services August 2007 - July 2008
Agate Publishing January 2008 - April 2008
Skills
Copy Editing, Editing, Text Editing, Editorial, Copywriting, Web Content Creation, Content Writing, Content Management, Creative Writing, Writing, Web Content, Proofreading, Publications, Customer Service, Microsoft Excel, Leadership, Time Management, Microsoft Office, PowerPoint, Microsoft Word, Retail, Management, Event Planning, Blogging
Education
DePaul University 2010 — 2012
Masters, Writing and Publishing
Northeastern Illinois University 2003 — 2007
Bachelor of Arts (B.A.), English
Christopher J. Jud, CPA's Financial Research Associates Experience June 2005 - February 2006
Job Tax Specialist at Pitcairn
Industry Accounting
Experience
Pitcairn January 2012 - Present
Northern Children's Services January 2009 - Present
Tabor Northern Community Partners (TNCP) April 2014 - Present
PICPA February 2013 - Present
Manor College January 2012 - Present
EisnerAmper Wealth Management & Corporate Benefits January 2011 - December 2011
EisnerAmper LLP November 2007 - December 2011
PricewaterhouseCoopers August 2006 - November 2007
Financial Research Associates June 2005 - February 2006
Skills
Tax, Tax Compliance, Tax Planning, Income Tax, Tax Preparation, Financial Services, Wealth Management, Trusts, Non-Profit..., Series 7, Series 66, Quickbooks, AddVantage, ProSystem fx Engagement, QuickBooks, Microsoft Office, OS X, iPhone, iPad, Tax Returns, Financial Analysis, Mutual Funds, High Net Worth..., GAAP, Accounting, ProSystem fx Tax, Investments, Uniform Combined State..., Tax Advisory, Finance, CPA, Hedge Funds, Financial Planners, Corporate Tax, Financial Advisory, Strategic Financial..., Financial Planning
Education
Villanova University School of Law 2011 — 2016
Master's Degree, Taxation
La Salle University - School of Business Administration
B.S.B.A., Dual Major in Accounting and Finance
La Salle University
B.S.B.A., Dual Major in Accounting and Finance
Manor College
A.S., Business Adminisration
Father Judge High School
H.S. Diploma
Pitcairn January 2012 - Present
Northern Children's Services January 2009 - Present
Tabor Northern Community Partners (TNCP) April 2014 - Present
PICPA February 2013 - Present
Manor College January 2012 - Present
EisnerAmper Wealth Management & Corporate Benefits January 2011 - December 2011
EisnerAmper LLP November 2007 - December 2011
PricewaterhouseCoopers August 2006 - November 2007
Financial Research Associates June 2005 - February 2006
Skills
Tax, Tax Compliance, Tax Planning, Income Tax, Tax Preparation, Financial Services, Wealth Management, Trusts, Non-Profit..., Series 7, Series 66, Quickbooks, AddVantage, ProSystem fx Engagement, QuickBooks, Microsoft Office, OS X, iPhone, iPad, Tax Returns, Financial Analysis, Mutual Funds, High Net Worth..., GAAP, Accounting, ProSystem fx Tax, Investments, Uniform Combined State..., Tax Advisory, Finance, CPA, Hedge Funds, Financial Planners, Corporate Tax, Financial Advisory, Strategic Financial..., Financial Planning
Education
Villanova University School of Law 2011 — 2016
Master's Degree, Taxation
La Salle University - School of Business Administration
B.S.B.A., Dual Major in Accounting and Finance
La Salle University
B.S.B.A., Dual Major in Accounting and Finance
Manor College
A.S., Business Adminisration
Father Judge High School
H.S. Diploma
Cindy Joseph, CPA's Financial Research Associates Experience June 2013 - Present
Job Analyst at Financial Research Associates
Industry Accounting
Experience
Financial Research Associates June 2013 - Present
Deloitte & Touche LLP September 2012 - June 2013
KPMG December 2010 - July 2012
Deloitte & Touche LLP September 2009 - July 2010
Deloitte & Touche LLP June 2008 - August 2008
Deloitte & Touche LLP June 2007 - August 2007
AIG June 2006 - August 2006
Skills
Financial Reporting, Forensic Accounting, Business Valuation, Financial Modeling, Tax, Managerial Finance, Financial Audits, External Audit, Internal Audit, Sarbanes-Oxley
Education
Rutgers, The State University of New Jersey-New Brunswick 2005 — 2009
Bachelor of Science (BS), Accounting
Financial Research Associates June 2013 - Present
Deloitte & Touche LLP September 2012 - June 2013
KPMG December 2010 - July 2012
Deloitte & Touche LLP September 2009 - July 2010
Deloitte & Touche LLP June 2008 - August 2008
Deloitte & Touche LLP June 2007 - August 2007
AIG June 2006 - August 2006
Skills
Financial Reporting, Forensic Accounting, Business Valuation, Financial Modeling, Tax, Managerial Finance, Financial Audits, External Audit, Internal Audit, Sarbanes-Oxley
Education
Rutgers, The State University of New Jersey-New Brunswick 2005 — 2009
Bachelor of Science (BS), Accounting
Dani Scoville's Financial Research Associates Experience June 2008 - November 2008
Job Communications Associate at Episcopal Diocese of California
Industry Nonprofit Organization Management
Experience
Episcopal Diocese of California April 2015 - Present
ReIMAGINE August 2012 - April 2015
John Wiley and Sons November 2008 - August 2012
Financial Research Associates June 2008 - November 2008
Sage Publications September 2006 - June 2008
Sage Publications June 2007 - September 2007
Sage Publications June 2006 - September 2006
Skills
Editorial, Editing, Content Development, Workshop Facilitation, Program Coordination, Social Media, Social Networking, Project Management, Online Publishing, Event Planning, Proofreading, Content Management, Writing, Publishing, Public Speaking, Books, Content Strategy, Online Social Networking, Blogging, Newsletters, Spiritual Direction, Mentoring, Spiritual Leadership
Education
Mercy Center 2012 — 2016
Certification, Spiritual Direction
University of California, Santa Cruz 2004 — 2008
BA, English Language Literature
Episcopal Diocese of California April 2015 - Present
ReIMAGINE August 2012 - April 2015
John Wiley and Sons November 2008 - August 2012
Financial Research Associates June 2008 - November 2008
Sage Publications September 2006 - June 2008
Sage Publications June 2007 - September 2007
Sage Publications June 2006 - September 2006
Skills
Editorial, Editing, Content Development, Workshop Facilitation, Program Coordination, Social Media, Social Networking, Project Management, Online Publishing, Event Planning, Proofreading, Content Management, Writing, Publishing, Public Speaking, Books, Content Strategy, Online Social Networking, Blogging, Newsletters, Spiritual Direction, Mentoring, Spiritual Leadership
Education
Mercy Center 2012 — 2016
Certification, Spiritual Direction
University of California, Santa Cruz 2004 — 2008
BA, English Language Literature
Glenn Barenbaum's Financial Research Associates Experience 1999 - 2000
Job M&A Healthcare and Life Sciences Advisor
Industry Accounting
Experience
Ernst & Young November 2012 - Present
LEADERSHIP Philadelphia September 2013 - June 2014
PwC August 2005 - October 2012
PwC May 2011 - August 2011
PwC August 2001 - August 2005
Financial Research Associates 1999 - 2000
Skills
Financial Analysis, Due Diligence, Project Management, Healthcare Industry, Private Equity, Pharmaceutical Industry, Strategy, Mergers & Acquisitions, Finance
Education
Syracuse University - Martin J. Whitman School of Management
BS, Accounting
Upper Dublin High School
Ernst & Young November 2012 - Present
LEADERSHIP Philadelphia September 2013 - June 2014
PwC August 2005 - October 2012
PwC May 2011 - August 2011
PwC August 2001 - August 2005
Financial Research Associates 1999 - 2000
Skills
Financial Analysis, Due Diligence, Project Management, Healthcare Industry, Private Equity, Pharmaceutical Industry, Strategy, Mergers & Acquisitions, Finance
Education
Syracuse University - Martin J. Whitman School of Management
BS, Accounting
Upper Dublin High School
Sandy Klevan's Financial Research Associates Experience 1991 - Present
Job Managing Director at Financial Research Associates
Industry Financial Services
Experience
Financial Research Associates 1991 - Present
PwC September 1986 - December 1991
Skills
Business Valuation, Litigation Support, Valuation, Forensic Accounting, Negotiation, CPA, CFF, Finance
Education
Saint Joseph's University 1982 — 1986
BS and MBA, Acccounting and Finance
Financial Research Associates 1991 - Present
PwC September 1986 - December 1991
Skills
Business Valuation, Litigation Support, Valuation, Forensic Accounting, Negotiation, CPA, CFF, Finance
Education
Saint Joseph's University 1982 — 1986
BS and MBA, Acccounting and Finance
Kevin Horsky's Financial Research Associates Experience November 2006 - September 2008
Job Vice President Analytics Manager
Industry Banking
Experience
Wells Fargo Home Mortgage September 2009 - Present
Wells Fargo Home Mortgage September 2009 - June 2011
Financial Research Associates November 2006 - September 2008
Harris Communications January 2006 - November 2006
ProMotion, Inc. / Bosch Power Tools September 2004 - December 2005
Carolina Cobras - Arena Football League October 2003 - September 2004
California State University, Long Beach 2001 - 2003
Skills
Data Analysis, SAS/SQL, Team Leadership, Strategic Planning, Statistics, Business Process..., Process Management, Process Control, Problem Solving, Project Coordination, Management, Management Consulting, Trend Analysis, Business Analysis, Analytics, Risk Management, Budgets, SAS Programming, Project Management, Sales, Strategy, Leadership, Process Improvement, Analysis
Education
California State University-Long Beach 2001 — 2003
Masters, Managment and Administration
Purdue University 1996 — 2000
BA, Movement and Sport Science
Wells Fargo Home Mortgage September 2009 - Present
Wells Fargo Home Mortgage September 2009 - June 2011
Financial Research Associates November 2006 - September 2008
Harris Communications January 2006 - November 2006
ProMotion, Inc. / Bosch Power Tools September 2004 - December 2005
Carolina Cobras - Arena Football League October 2003 - September 2004
California State University, Long Beach 2001 - 2003
Skills
Data Analysis, SAS/SQL, Team Leadership, Strategic Planning, Statistics, Business Process..., Process Management, Process Control, Problem Solving, Project Coordination, Management, Management Consulting, Trend Analysis, Business Analysis, Analytics, Risk Management, Budgets, SAS Programming, Project Management, Sales, Strategy, Leadership, Process Improvement, Analysis
Education
California State University-Long Beach 2001 — 2003
Masters, Managment and Administration
Purdue University 1996 — 2000
BA, Movement and Sport Science
Alexandra Proca's Financial Research Associates Experience January 2011 - August 2011
Job Digital Marketing Coordinator at Jollyturns
Industry Marketing and Advertising
Experience
Jollyturns November 2014 - Present
MusicalMe, Inc. April 2014 - Present
MusicalMe, Inc. September 2010 - August 2013
Financial Research Associates January 2011 - August 2011
Free-lance Public Relations and Marketing February 2010 - April 2010
Vaughn Marketing Group 2010 - 2010
The Armada Group 2009 - 2009
Free-lance Public Relations and Marketing July 2003 - October 2003
Weber Shandwick 2002 - 2002
Madame Figaro Magazine August 1999 - June 2001
Skills
Copywriting, Public Relations, Press Releases, Content Development, Marketing Communications, Social Media, Social Media Marketing, Email Marketing, Editing, Copy Editing, Blogging, Online Advertising, Journalism, Event Management, Social Networking, Marketing, Magazines, Feature Articles
Education
San Jose State University 2002 — 2008
M.S., Mass Communication
University of Bucharest 1995 — 1999
B.S., Journalism and Mass Communication
Liceul Gh. Lazar
Jollyturns November 2014 - Present
MusicalMe, Inc. April 2014 - Present
MusicalMe, Inc. September 2010 - August 2013
Financial Research Associates January 2011 - August 2011
Free-lance Public Relations and Marketing February 2010 - April 2010
Vaughn Marketing Group 2010 - 2010
The Armada Group 2009 - 2009
Free-lance Public Relations and Marketing July 2003 - October 2003
Weber Shandwick 2002 - 2002
Madame Figaro Magazine August 1999 - June 2001
Skills
Copywriting, Public Relations, Press Releases, Content Development, Marketing Communications, Social Media, Social Media Marketing, Email Marketing, Editing, Copy Editing, Blogging, Online Advertising, Journalism, Event Management, Social Networking, Marketing, Magazines, Feature Articles
Education
San Jose State University 2002 — 2008
M.S., Mass Communication
University of Bucharest 1995 — 1999
B.S., Journalism and Mass Communication
Liceul Gh. Lazar
Jill S. Firestone's Financial Research Associates Experience August 2006 - July 2007
Job Owner, CEO, JSF Financial Solutions
Industry Accounting
Experience
JSF Financial Solutions March 2009 - Present
Insigniam Performance July 2007 - August 2011
Financial Research Associates August 2006 - July 2007
The Decorated Cookie 1999 - 2006
Diversified Billing Services, Inc. 1993 - 1996
Round Table Franchise 1989 - 1993
Skills
Accounting, Cash Management, Budget, Forecasting, Leadership, Variance Analysis, Tax, Financial Statements, Due Diligence, Management Consulting, Financial Analysis, Strategic Planning, Business Strategy, Change Management, Start-ups, Budgets, Finance, Executive Management, Internal Controls, Entrepreneurship, Mergers & Acquisitions, Cash Flow, Financial Reporting, Management, Strategy
Education
Villanova University 2006 — 2008
Graduate Business studies
The Ohio State University 1985 — 1986
BS, Finance/Accounting
JSF Financial Solutions March 2009 - Present
Insigniam Performance July 2007 - August 2011
Financial Research Associates August 2006 - July 2007
The Decorated Cookie 1999 - 2006
Diversified Billing Services, Inc. 1993 - 1996
Round Table Franchise 1989 - 1993
Skills
Accounting, Cash Management, Budget, Forecasting, Leadership, Variance Analysis, Tax, Financial Statements, Due Diligence, Management Consulting, Financial Analysis, Strategic Planning, Business Strategy, Change Management, Start-ups, Budgets, Finance, Executive Management, Internal Controls, Entrepreneurship, Mergers & Acquisitions, Cash Flow, Financial Reporting, Management, Strategy
Education
Villanova University 2006 — 2008
Graduate Business studies
The Ohio State University 1985 — 1986
BS, Finance/Accounting
Renee (Roland) Reed's Financial Research Associates Experience April 2011 - February 2013
Job R&D Finance Manager at GlaxoSmithKline
Industry Pharmaceuticals
Experience
GSK June 2014 - Present
GlaxoSmithKline February 2013 - June 2014
Financial Research Associates April 2011 - February 2013
PMA Companies February 2010 - April 2011
SEI July 2008 - February 2010
Skills
Financial Reporting, Accounting, Insurance, Financial Modeling, Valuation, Strategic Financial..., Microsoft Excel, Alternative Investments, Financial Statement..., Corporate Finance, Financial Analysis, Variance Analysis, Forensic Accounting, Financial Forecasting, Business Valuation, Financial Accounting, Finance, Research, Oracle E-Business Suite, Hyperion Planning, Hyperion Enterprise
Education
La Salle University 2009 — 2011
MBA, 4.0
La Salle University 2004 — 2008
B.S. Business Administration, Finance, 3.93
GSK June 2014 - Present
GlaxoSmithKline February 2013 - June 2014
Financial Research Associates April 2011 - February 2013
PMA Companies February 2010 - April 2011
SEI July 2008 - February 2010
Skills
Financial Reporting, Accounting, Insurance, Financial Modeling, Valuation, Strategic Financial..., Microsoft Excel, Alternative Investments, Financial Statement..., Corporate Finance, Financial Analysis, Variance Analysis, Forensic Accounting, Financial Forecasting, Business Valuation, Financial Accounting, Finance, Research, Oracle E-Business Suite, Hyperion Planning, Hyperion Enterprise
Education
La Salle University 2009 — 2011
MBA, 4.0
La Salle University 2004 — 2008
B.S. Business Administration, Finance, 3.93
Stacy Statkus's Financial Research Associates Experience 2010 - 2011
Job Senior Manager Forensic, Litigation & Valuation Services
Industry Financial Services
Experience
Baker Tilly (formerly ParenteBeard) 2011 - Present
Astor Capital Partners 2007 - Present
Financial Research Associates 2010 - 2011
MBAF CPAs, LLC 2008 - 2010
EisnerAmper LLP 2004 - 2006
Cipolla Sziklay LLC 2000 - 2004
Skills
Litigation Support, Business Valuation, Settlement Negotiations, Forensic Analysis, Settlement Agreements, Certified Fraud Examiner, Forensic Accounting, Fraud, Finance, Restructuring
Education
Seton Hall University 1997 — 1999
Master of Business Administration (MBA), Finance, General
Louisiana State University, Paul M. Hebert Law Center 1991 — 1994
Doctor of Law (J.D.), Law
Dickinson College
Bachelor of Arts (B.A.), Policy & Management Studies
Baker Tilly (formerly ParenteBeard) 2011 - Present
Astor Capital Partners 2007 - Present
Financial Research Associates 2010 - 2011
MBAF CPAs, LLC 2008 - 2010
EisnerAmper LLP 2004 - 2006
Cipolla Sziklay LLC 2000 - 2004
Skills
Litigation Support, Business Valuation, Settlement Negotiations, Forensic Analysis, Settlement Agreements, Certified Fraud Examiner, Forensic Accounting, Fraud, Finance, Restructuring
Education
Seton Hall University 1997 — 1999
Master of Business Administration (MBA), Finance, General
Louisiana State University, Paul M. Hebert Law Center 1991 — 1994
Doctor of Law (J.D.), Law
Dickinson College
Bachelor of Arts (B.A.), Policy & Management Studies
Garrett Lierman, CPA's Financial Research Associates Experience January 2010 - April 2013
Job Financial Analyst
Industry Financial Services
Experience
Federal Reserve Bank of Philadelphia April 2013 - Present
Financial Research Associates January 2010 - April 2013
Ernst & Young August 2007 - January 2010
Skills
Financial Analysis, Auditing, Internal Controls, Internal Audit, Finance, Accounting
Education
Temple University - Fox School of Business and Management 2005 — 2007
MBA, Accounting
University of Nebraska-Lincoln 1999 — 2003
Bachelor of Arts, Psychology
Federal Reserve Bank of Philadelphia April 2013 - Present
Financial Research Associates January 2010 - April 2013
Ernst & Young August 2007 - January 2010
Skills
Financial Analysis, Auditing, Internal Controls, Internal Audit, Finance, Accounting
Education
Temple University - Fox School of Business and Management 2005 — 2007
MBA, Accounting
University of Nebraska-Lincoln 1999 — 2003
Bachelor of Arts, Psychology
Ryan D. Matthews's Financial Research Associates Experience April 2014 - Present
Job Copyeditor at Open Society Foundations
Industry Writing and Editing
Experience
Open Society Foundations 2015 - Present
Global Commission on Drug Policy 2015 - Present
Financial Research Associates April 2014 - Present
Winthrop Intelligence September 2012 - Present
Duke University 2012 - 2012
Carolina Academic Press 2011 - 2012
Open Road Integrated Media 2011 - 2012
Education Unlimited 2010 - 2011
Michigan State University Press 2010 - 2011
Monterey Bay Writers Studio 2009 - 2011
Skills
Copywriting, Copy Editing, Publishing, Editing, Proofreading, Writing, Press Releases, Teaching, Literature, Public Speaking, Creative Writing, Research, Content Strategy, Teaching Writing, Content Development, Journalism, Literature Reviews, Content Management, SEO, Social Media Marketing, Social Media, B2B Marketing, B2B Marketing Strategy, Email Newsletter Design, Email Marketing, Editorial Calendars, SEO copywriting, Creative Concept Design, Photoshop, HTML, Marketing Demand..., Storytelling, Blogging, Editorial, Digital Marketing, Digital Media, Marketing, Marketing Strategy, Web Content, Web Content Management, Strategy, English, Teaching Reading
Education
New School University 2007 — 2009
MFA, Creative Writing; Fiction
University of Washington 2000 — 2004
BA, English; Literature and Creative Writing
Open Society Foundations 2015 - Present
Global Commission on Drug Policy 2015 - Present
Financial Research Associates April 2014 - Present
Winthrop Intelligence September 2012 - Present
Duke University 2012 - 2012
Carolina Academic Press 2011 - 2012
Open Road Integrated Media 2011 - 2012
Education Unlimited 2010 - 2011
Michigan State University Press 2010 - 2011
Monterey Bay Writers Studio 2009 - 2011
Skills
Copywriting, Copy Editing, Publishing, Editing, Proofreading, Writing, Press Releases, Teaching, Literature, Public Speaking, Creative Writing, Research, Content Strategy, Teaching Writing, Content Development, Journalism, Literature Reviews, Content Management, SEO, Social Media Marketing, Social Media, B2B Marketing, B2B Marketing Strategy, Email Newsletter Design, Email Marketing, Editorial Calendars, SEO copywriting, Creative Concept Design, Photoshop, HTML, Marketing Demand..., Storytelling, Blogging, Editorial, Digital Marketing, Digital Media, Marketing, Marketing Strategy, Web Content, Web Content Management, Strategy, English, Teaching Reading
Education
New School University 2007 — 2009
MFA, Creative Writing; Fiction
University of Washington 2000 — 2004
BA, English; Literature and Creative Writing
Evan Smethurst's Financial Research Associates Experience 2003 - 2004
Job Progressive Business & Relationship Development | IT Infrastructure Specialist
Industry Information Technology and Services
Experience
Kaizen Technology Partners June 2014 - Present
Open Spectrum Inc. January 2014 - Present
Quality Technology Services January 2010 - January 2014
HSBC May 2006 - December 2009
Vesta Corporation August 2004 - April 2006
Financial Research Associates 2003 - 2004
Skills
SaaS, Salesforce.com, Solution Selling, Data Center, Cloud Computing, Account Management, Strategic Partnerships, Business Development, Disaster Recovery, New Business Development, Colo, IaaS, Managed Services, Channel Partners, Storage, Virtualization, Co-location, Enterprise Software, Professional Services, Infrastructure, IT Operations, Leadership, Information Technology, Security, Networking
Education
Santa Clara University 1998 — 2002
Bachelor of Science, Psychology
JHS 1994 — 1998
Kaizen Technology Partners June 2014 - Present
Open Spectrum Inc. January 2014 - Present
Quality Technology Services January 2010 - January 2014
HSBC May 2006 - December 2009
Vesta Corporation August 2004 - April 2006
Financial Research Associates 2003 - 2004
Skills
SaaS, Salesforce.com, Solution Selling, Data Center, Cloud Computing, Account Management, Strategic Partnerships, Business Development, Disaster Recovery, New Business Development, Colo, IaaS, Managed Services, Channel Partners, Storage, Virtualization, Co-location, Enterprise Software, Professional Services, Infrastructure, IT Operations, Leadership, Information Technology, Security, Networking
Education
Santa Clara University 1998 — 2002
Bachelor of Science, Psychology
JHS 1994 — 1998
Pritesh Patel, CPA's Financial Research Associates Experience July 2014 - March 2015
Job Senior Accountant
Industry Accounting
Experience
Off the Wall Company, LLC (OTW) March 2015 - Present
Financial Research Associates July 2014 - March 2015
AMETEK October 2013 - July 2014
AMETEK December 2010 - December 2013
Network Learning Institute March 2009 - December 2010
TTK & Asscociates - Certified Public Accountants September 2010 - November 2010
K D Financial Services January 2009 - April 2009
Independent Contractor / Consultant September 2007 - March 2009
Spano Partners LLC January 2007 - September 2007
Jackson Hewitt Tax Service Inc. January 2007 - April 2007
Skills
Accounting, SOX, Internal Controls, Internal Audit, Financial Analysis, Individual Taxation, Tax Preparation, Accounts Payable, Account Reconciliation, Payroll, Tax, Sarbanes-Oxley Act, Financial Statements, Journal Entries, Auditing, Accounts Receivable, Financial Accounting, Sarbanes-Oxley, CPA, Bookkeeping, Fixed Assets, Income Tax, Accruals, Financial Audits, Analysis, US GAAP, External Audit, General Ledger, GAAP, Due Diligence, Financial Reporting, Finance, Cost Accounting, Corporate Tax, Managerial Finance, Management, Tax Returns, Microsoft Excel, Cash Management, Bank Reconciliation, Process Improvement, Forecasting, Budgets, Microsoft Office, QuickBooks, Microsoft Word, Preparation, Variance Analysis, Tax Accounting, Cash Flow
Education
Rutgers, The State University of New Jersey-Camden 2004 — 2006
Bachelor of Science, Accounting and Finance
Atlantic Cape Community College 2004 — 2004
Associate's degree, Accounting and Finance
Oakton Community College 2002 — 2003
Associate's degree, Accounting and Finance
Menengai High School 1996 — 1999
KCSE, General Science and Maths
Menengai Primary School 1988 — 1995
KCPE, General Education
Off the Wall Company, LLC (OTW) March 2015 - Present
Financial Research Associates July 2014 - March 2015
AMETEK October 2013 - July 2014
AMETEK December 2010 - December 2013
Network Learning Institute March 2009 - December 2010
TTK & Asscociates - Certified Public Accountants September 2010 - November 2010
K D Financial Services January 2009 - April 2009
Independent Contractor / Consultant September 2007 - March 2009
Spano Partners LLC January 2007 - September 2007
Jackson Hewitt Tax Service Inc. January 2007 - April 2007
Skills
Accounting, SOX, Internal Controls, Internal Audit, Financial Analysis, Individual Taxation, Tax Preparation, Accounts Payable, Account Reconciliation, Payroll, Tax, Sarbanes-Oxley Act, Financial Statements, Journal Entries, Auditing, Accounts Receivable, Financial Accounting, Sarbanes-Oxley, CPA, Bookkeeping, Fixed Assets, Income Tax, Accruals, Financial Audits, Analysis, US GAAP, External Audit, General Ledger, GAAP, Due Diligence, Financial Reporting, Finance, Cost Accounting, Corporate Tax, Managerial Finance, Management, Tax Returns, Microsoft Excel, Cash Management, Bank Reconciliation, Process Improvement, Forecasting, Budgets, Microsoft Office, QuickBooks, Microsoft Word, Preparation, Variance Analysis, Tax Accounting, Cash Flow
Education
Rutgers, The State University of New Jersey-Camden 2004 — 2006
Bachelor of Science, Accounting and Finance
Atlantic Cape Community College 2004 — 2004
Associate's degree, Accounting and Finance
Oakton Community College 2002 — 2003
Associate's degree, Accounting and Finance
Menengai High School 1996 — 1999
KCSE, General Science and Maths
Menengai Primary School 1988 — 1995
KCPE, General Education
Jonathan Hutchings's Financial Research Associates Experience February 2007 - July 2007
Job Program Specialist at Lucasfilm
Industry Motion Pictures and Film
Experience
Lucasfilm September 2013 - Present
Lucasfilm March 2013 - August 2013
Lucasfilm October 2010 - March 2013
MakingOf May 2010 - October 2010
Nancy Hayes Casting May 2008 - May 2010
Financial Research Associates February 2007 - July 2007
McGraw-Hill Education August 2005 - February 2007
Skills
Film, Film Production, Program Management, Producing, Post Production, Production Managment, Community Management, Video Editing, Video Production, Marketing, Film Editing, Digital Media, Directing, Social Media Marketing, Script Coverage, Entertainment, Music Production, Writing, Newsletters, Feature Films, Casting
Education
San Francisco State University 2007 — 2009
M.A., Cinema Studies
University of California, San Diego 2003 — 2005
B.A., Media Studies
Lucasfilm September 2013 - Present
Lucasfilm March 2013 - August 2013
Lucasfilm October 2010 - March 2013
MakingOf May 2010 - October 2010
Nancy Hayes Casting May 2008 - May 2010
Financial Research Associates February 2007 - July 2007
McGraw-Hill Education August 2005 - February 2007
Skills
Film, Film Production, Program Management, Producing, Post Production, Production Managment, Community Management, Video Editing, Video Production, Marketing, Film Editing, Digital Media, Directing, Social Media Marketing, Script Coverage, Entertainment, Music Production, Writing, Newsletters, Feature Films, Casting
Education
San Francisco State University 2007 — 2009
M.A., Cinema Studies
University of California, San Diego 2003 — 2005
B.A., Media Studies
Caryn Scotto's Financial Research Associates Experience February 2010 - Present
Job Conference Director at Financial Research Associates
Industry Financial Services
Experience
Financial Research Associates February 2010 - Present
Education
University of California, Davis
M.A., English
Fordham University
B.A., Economics, Philosophy
Financial Research Associates February 2010 - Present
Education
University of California, Davis
M.A., English
Fordham University
B.A., Economics, Philosophy
Keri-Ann Vander Hoff's Financial Research Associates Experience July 2002 - February 2004
Job Events Services Professional
Industry Events Services
Experience
Vander Hoff Event Services February 2004 - Present
Financial Research Associates July 2002 - February 2004
Institute for International Research August 2000 - January 2002
Sheraton Stamford Hotel 1996 - 1998
Education
Saint Bonaventure University 1986 — 1990
BBA, Mraketing & Public Relations
Vander Hoff Event Services February 2004 - Present
Financial Research Associates July 2002 - February 2004
Institute for International Research August 2000 - January 2002
Sheraton Stamford Hotel 1996 - 1998
Education
Saint Bonaventure University 1986 — 1990
BBA, Mraketing & Public Relations
Ryan Haag's Financial Research Associates Experience May 2011 - August 2014
Job Supervisor
Industry Financial Services
Experience
McGladrey, LLP August 2014 - Present
Financial Research Associates May 2011 - August 2014
U.S. Army April 1998 - March 2010
Skills
Analysis, Valuation, Leadership, Financial Analysis, Finance
Education
La Salle University - School of Business Administration 2010 — 2011
MBA, Business Administration, Finance
Millersville University of Pennsylvania 2000 — 2008
Bachelor of Science, Business Administration/Finance
McGladrey, LLP August 2014 - Present
Financial Research Associates May 2011 - August 2014
U.S. Army April 1998 - March 2010
Skills
Analysis, Valuation, Leadership, Financial Analysis, Finance
Education
La Salle University - School of Business Administration 2010 — 2011
MBA, Business Administration, Finance
Millersville University of Pennsylvania 2000 — 2008
Bachelor of Science, Business Administration/Finance
Christine Marez's Financial Research Associates Experience March 2011 - Present
Job Conference Director at Financial Research Associates
Industry Program Development
Experience
Financial Research Associates March 2011 - Present
Patch.com November 2010 - October 2011
Patch.com October 2010 - January 2011
Skills
Writing, Copywriting, Research, Market Research, Editing, Copy Editing, Conferences, Social Media, Technical Writing, Event Planning, CRM, Social Media Marketing, Press Releases, Interviews, Social Networking, Newsletters, Event Management, Program Management, Public Relations, Media Relations, Publishing, Marketing Communications, Email Marketing, Marketing, Marketing Strategy, Content Management, Digital Marketing, Online Marketing
Education
Kaplan University
Bachelor of Arts (BA), Communications
Cabrillo College
English Language and Literature, General
Financial Research Associates March 2011 - Present
Patch.com November 2010 - October 2011
Patch.com October 2010 - January 2011
Skills
Writing, Copywriting, Research, Market Research, Editing, Copy Editing, Conferences, Social Media, Technical Writing, Event Planning, CRM, Social Media Marketing, Press Releases, Interviews, Social Networking, Newsletters, Event Management, Program Management, Public Relations, Media Relations, Publishing, Marketing Communications, Email Marketing, Marketing, Marketing Strategy, Content Management, Digital Marketing, Online Marketing
Education
Kaplan University
Bachelor of Arts (BA), Communications
Cabrillo College
English Language and Literature, General
Carrie Halper's Financial Research Associates Experience October 2007 - Present
Job Researcher at Financial Research Associates
Industry Education Management
Experience
Financial Research Associates October 2007 - Present
Healthcare Education Associates October 2007 - Present
Boy Scouts of America Calumet Council August 2009 - June 2014
Walmart 2003 - 2007
Lil' Helpers Discovery Care 1999 - 2003
School City of Hammond 1998 - 2003
South Suburban College 1990 - 1995
Skills
Editing, Microsoft Office, Data Management, Online Research, Databases, Telecommunications, Office Administration, Data Collection, Supervisory Skills, Online Data Entry, Student Financial Aid, Customer Service, Higher Education, Donations, Administrative Office..., Office Management, Internet Resources, Research, Internet Communications, Social Media Marketing
Education
Purdue University Calumet
Financial Research Associates October 2007 - Present
Healthcare Education Associates October 2007 - Present
Boy Scouts of America Calumet Council August 2009 - June 2014
Walmart 2003 - 2007
Lil' Helpers Discovery Care 1999 - 2003
School City of Hammond 1998 - 2003
South Suburban College 1990 - 1995
Skills
Editing, Microsoft Office, Data Management, Online Research, Databases, Telecommunications, Office Administration, Data Collection, Supervisory Skills, Online Data Entry, Student Financial Aid, Customer Service, Higher Education, Donations, Administrative Office..., Office Management, Internet Resources, Research, Internet Communications, Social Media Marketing
Education
Purdue University Calumet
Donna Pironti's Financial Research Associates Experience January 2005 - September 2008
Job Associate at Savran Benson LLP
Industry Accounting
Experience
Savran Benson LLP September 2008 - September 2014
Financial Research Associates January 2005 - September 2008
Alloy Silverstein February 2003 - December 2004
Skills
Litigation Support, Forensic Accounting, Tax Planning and..., Accounting, Tax Preparation, Financial Analysis, Finance, Tax, Corporate Tax, Tax Advisory, GAAP, Financial Reporting, CPA
Education
Bentley University 1994 — 1996
Master of Science in Accountancy
Bryant University 1991 — 1994
Bachelor of Science in Business Administration, Accounting
Boston University 1990 — 1991
Savran Benson LLP September 2008 - September 2014
Financial Research Associates January 2005 - September 2008
Alloy Silverstein February 2003 - December 2004
Skills
Litigation Support, Forensic Accounting, Tax Planning and..., Accounting, Tax Preparation, Financial Analysis, Finance, Tax, Corporate Tax, Tax Advisory, GAAP, Financial Reporting, CPA
Education
Bentley University 1994 — 1996
Master of Science in Accountancy
Bryant University 1991 — 1994
Bachelor of Science in Business Administration, Accounting
Boston University 1990 — 1991
Sherayl Nolan's Financial Research Associates Experience June 2011 - Present
Job Researcher at Financial Research Associates
Industry Events Services
Experience
Financial Research Associates June 2011 - Present
Teacher's Aide August 2004 - May 2009
Accounting & Purchasing Manager November 1992 - October 2002
Skills
Event Management, Corporate Events, Meeting Planning, Market Research, Social Media, Social Networking, Public Speaking, Non-profits, Press Releases, Fundraising, Public Relations, Nonprofits
Education
University of Illinois at Chicago 1989 — 1991
Bachelor of Arts (B.A.), Philosophy & Psychology
Moraine Valley Community College 1986 — 1988
Associate's degree, Criminal Justice
Financial Research Associates June 2011 - Present
Teacher's Aide August 2004 - May 2009
Accounting & Purchasing Manager November 1992 - October 2002
Skills
Event Management, Corporate Events, Meeting Planning, Market Research, Social Media, Social Networking, Public Speaking, Non-profits, Press Releases, Fundraising, Public Relations, Nonprofits
Education
University of Illinois at Chicago 1989 — 1991
Bachelor of Arts (B.A.), Philosophy & Psychology
Moraine Valley Community College 1986 — 1988
Associate's degree, Criminal Justice
Anna Wolverton's Financial Research Associates Experience May 2011 - August 2011
Job Food & Beverages Professional
Industry Food & Beverages
Experience
Appelbee's May 2012 - Present
Appelbee's 2012 - 2012
Financial Research Associates May 2011 - August 2011
Skills
Communication Skills, Interpreting Data, Time Management, Respect, Microsoft Office, Microsoft Excel, Microsoft Word, Access, Psychology, Customer Self Service, Cooking, Fast-paced
Education
Briar Cliff University 2008 — 2012
Sports science and minor psychology
Wayne State College 2007 — 2008
Briar Cliff University
Bachelor of Science, Sports Science; Psychology
Appelbee's May 2012 - Present
Appelbee's 2012 - 2012
Financial Research Associates May 2011 - August 2011
Skills
Communication Skills, Interpreting Data, Time Management, Respect, Microsoft Office, Microsoft Excel, Microsoft Word, Access, Psychology, Customer Self Service, Cooking, Fast-paced
Education
Briar Cliff University 2008 — 2012
Sports science and minor psychology
Wayne State College 2007 — 2008
Briar Cliff University
Bachelor of Science, Sports Science; Psychology
Cherie Watson's Financial Research Associates Experience January 2014 - Present
Job Financial Assistant at Financial Research Associates
Industry Events Services
Experience
Financial Research Associates January 2014 - Present
NEP January 2012 - Present
Bronxwood Home for the Aged January 2011 - September 2013
Robert Half April 2007 - February 2009
Skills
Event Planning, Customer Service, Management, Microsoft Office, PowerPoint, Data Entry, Research, Microsoft Excel, Administrative..., Microsoft Word
Education
City University of New York-John Jay College of Criminal Justice 2005 — 2008
Bachelor of Arts (B.A.), Criminal Justice
Financial Research Associates January 2014 - Present
NEP January 2012 - Present
Bronxwood Home for the Aged January 2011 - September 2013
Robert Half April 2007 - February 2009
Skills
Event Planning, Customer Service, Management, Microsoft Office, PowerPoint, Data Entry, Research, Microsoft Excel, Administrative..., Microsoft Word
Education
City University of New York-John Jay College of Criminal Justice 2005 — 2008
Bachelor of Arts (B.A.), Criminal Justice
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY