Finicity Company
Industry: Company
DescriptionFounded: 1999 Subsidiary: Aurora Financial Systems, Inc.
Finicity List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Finicity. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Finicity Salaries. You can even request information on how much does Finicity pay if you want to. Learn about salaries, pros and cons of working for Finicity directly from the past employees.
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Finicity Employees
Employee
Years
Job
Industry
Ryan Christensen Ryan Christensen's Finicity Experience September 2006 - October 2007
Job Sr. Enterprise Account Executive at Salesforce Marketing Cloud
Industry Computer Software
Experience
Salesforce Marketing Cloud June 2014 - Present
Adobe August 2012 - June 2014
Adobe Systems July 2010 - August 2012
EVault, A Seagate Company September 2007 - August 2010
Finicity September 2006 - October 2007
Skills
SaaS, Salesforce.com, Lead Generation, Channel, Web Analytics, Enterprise Software, Solution Selling, Cloud Computing, Partner Management, Analytics, Account Management, SEM, Demand Generation, Sales Enablement, Online Advertising, Strategic Partnerships, Sales Process, Direct Sales, E-commerce, Multi-channel Marketing, Omniture, Email Marketing, Sales, Digital Marketing, Affiliate Marketing, Software Industry, Go-to-market Strategy, CRM, Professional Services, Customer Retention, Channel Partners, Business Alliances, Product Marketing, Marketing Automation, Product Management, Digital Media, New Business Development, Mobile Devices, B2B, Competitive Analysis, Start-ups, Customer Acquisition, Selling, Online Marketing, Mobile Marketing, Strategy, PPC, Sales Operations, Advertising, Business Development
Education
Utah Valley University 2002 — 2006
International Business
Brigham Young University - Idaho 1999 — 2000
Business Generals
Salesforce Marketing Cloud June 2014 - Present
Adobe August 2012 - June 2014
Adobe Systems July 2010 - August 2012
EVault, A Seagate Company September 2007 - August 2010
Finicity September 2006 - October 2007
Skills
SaaS, Salesforce.com, Lead Generation, Channel, Web Analytics, Enterprise Software, Solution Selling, Cloud Computing, Partner Management, Analytics, Account Management, SEM, Demand Generation, Sales Enablement, Online Advertising, Strategic Partnerships, Sales Process, Direct Sales, E-commerce, Multi-channel Marketing, Omniture, Email Marketing, Sales, Digital Marketing, Affiliate Marketing, Software Industry, Go-to-market Strategy, CRM, Professional Services, Customer Retention, Channel Partners, Business Alliances, Product Marketing, Marketing Automation, Product Management, Digital Media, New Business Development, Mobile Devices, B2B, Competitive Analysis, Start-ups, Customer Acquisition, Selling, Online Marketing, Mobile Marketing, Strategy, PPC, Sales Operations, Advertising, Business Development
Education
Utah Valley University 2002 — 2006
International Business
Brigham Young University - Idaho 1999 — 2000
Business Generals
Natanael Campos Natanael Campos's Finicity Experience August 2012 - Present
Job External Coach at Finicity
Industry Financial Services
Experience
Finicity August 2012 - Present
Nishikawa Standard Company September 2002 - July 2012
Education
DeVry University-Ohio 1998 — 2000
AASE, Electrical and Electronics Engineering
Finicity August 2012 - Present
Nishikawa Standard Company September 2002 - July 2012
Education
DeVry University-Ohio 1998 — 2000
AASE, Electrical and Electronics Engineering
Corey Davis Corey Davis's Finicity Experience January 2007 - December 2008
Job Vice President of Marketing at ClickBank
Industry Information Technology and Services
Experience
ClickBank October 2013 - Present
iTOK, Inc. July 2010 - October 2013
Vucci, Inc. 2009 - July 2010
Vucci Technology Solutions 2008 - July 2010
Finicity January 2007 - December 2008
United Online September 2004 - December 2006
Ancestry.com 2004 - 2004
Sundance Catalog Company 2001 - 2003
PointClick 1999 - 2000
Symantec (formerly PowerQuest) 1998 - 1999
Skills
Lead Generation, Online Advertising, Web Analytics, Marketing, ROI Driven Marketing, Performance Metrics, ROI Optimization, ROI Management, Demand Generation, Multi-channel Marketing, Marketing Strategy, B2B Marketing, Strategic Partnerships, Subscription Sales, Direct Marketing, Customer Acquisition, Online Marketing..., E-commerce, Web Design, Direct Response, Direct Response..., Email Marketing, Paid Search Strategy, SEO, SEM, Organic Search, Viral Marketing, Database Marketing, Direct Mail, Product Marketing, Product Lifecycle..., Pricing Strategy, Brand Positioning..., Brand Management, Corporate Communications, Product Management, Competitive Analysis, Marketing Communications, Online Marketing, PPC, Management, Leadership
Education
University of Utah - David Eccles School of Business 2002 — 2004
MBA, Marketing and Information Technology
Brigham Young University 1996 — 1999
BA, Public Relations
ClickBank October 2013 - Present
iTOK, Inc. July 2010 - October 2013
Vucci, Inc. 2009 - July 2010
Vucci Technology Solutions 2008 - July 2010
Finicity January 2007 - December 2008
United Online September 2004 - December 2006
Ancestry.com 2004 - 2004
Sundance Catalog Company 2001 - 2003
PointClick 1999 - 2000
Symantec (formerly PowerQuest) 1998 - 1999
Skills
Lead Generation, Online Advertising, Web Analytics, Marketing, ROI Driven Marketing, Performance Metrics, ROI Optimization, ROI Management, Demand Generation, Multi-channel Marketing, Marketing Strategy, B2B Marketing, Strategic Partnerships, Subscription Sales, Direct Marketing, Customer Acquisition, Online Marketing..., E-commerce, Web Design, Direct Response, Direct Response..., Email Marketing, Paid Search Strategy, SEO, SEM, Organic Search, Viral Marketing, Database Marketing, Direct Mail, Product Marketing, Product Lifecycle..., Pricing Strategy, Brand Positioning..., Brand Management, Corporate Communications, Product Management, Competitive Analysis, Marketing Communications, Online Marketing, PPC, Management, Leadership
Education
University of Utah - David Eccles School of Business 2002 — 2004
MBA, Marketing and Information Technology
Brigham Young University 1996 — 1999
BA, Public Relations
Brad Mills Brad Mills's Finicity Experience January 2015 - May 2015
Job CEO at SiteSecure.Me | Wordpress Management Services
Industry Information Technology and Services
Experience
SiteSecure.Me January 2015 - Present
Utah Announcements March 2013 - Present
Intrakit Media October 2008 - Present
Finicity January 2015 - May 2015
Alliance Web Marketing, Inc. February 2013 - October 2014
Brigham Young University October 2012 - February 2013
JR Video & Audio August 2007 - June 2008
Skills
Graphic Design, Video Editing, Web Marketing, SEO, Entrepreneurship, Web Design, Small Business, Start-ups, PPC, Viral Marketing, Blog Marketing, Photoshop, Online Advertising, Online Marketing, Social Media Marketing, Video, WordPress, User Experience, CSS, Final Cut Pro, Web Development, Email Marketing, YouTube, Landing Page..., Lead Generation, Conversion Optimization, Website Development, Web Analytics, Organic Search, Google Analytics, Front-end, Online Reputation..., Mobile Technology, Internet Entrepreneur, Facebook, Social Media, Google Webmaster Tools, Google Adwords, Keyword Research, Internet Strategy, Web Project Management, E-commerce, Online Lead Generation, Local Search, Drupal, Facebook Marketing
Education
Brigham Young University - Marriott School of Management 2009 — 2014
Bachelor of Science Business Management, Entrepreneurship, Graduate
Clackamas Community College 2008 — 2009
Concurrent Enrollment, General Studies
SiteSecure.Me January 2015 - Present
Utah Announcements March 2013 - Present
Intrakit Media October 2008 - Present
Finicity January 2015 - May 2015
Alliance Web Marketing, Inc. February 2013 - October 2014
Brigham Young University October 2012 - February 2013
JR Video & Audio August 2007 - June 2008
Skills
Graphic Design, Video Editing, Web Marketing, SEO, Entrepreneurship, Web Design, Small Business, Start-ups, PPC, Viral Marketing, Blog Marketing, Photoshop, Online Advertising, Online Marketing, Social Media Marketing, Video, WordPress, User Experience, CSS, Final Cut Pro, Web Development, Email Marketing, YouTube, Landing Page..., Lead Generation, Conversion Optimization, Website Development, Web Analytics, Organic Search, Google Analytics, Front-end, Online Reputation..., Mobile Technology, Internet Entrepreneur, Facebook, Social Media, Google Webmaster Tools, Google Adwords, Keyword Research, Internet Strategy, Web Project Management, E-commerce, Online Lead Generation, Local Search, Drupal, Facebook Marketing
Education
Brigham Young University - Marriott School of Management 2009 — 2014
Bachelor of Science Business Management, Entrepreneurship, Graduate
Clackamas Community College 2008 — 2009
Concurrent Enrollment, General Studies
Anna Bersagel Lipinski Anna Bersagel Lipinski's Finicity Experience December 2010 - December 2014
Job Financial Analyst at Providence Health & Services
Industry Hospital & Health Care
Experience
Providence Health & Services January 2015 - Present
Providence Health & Services July 2012 - Present
Finicity December 2010 - December 2014
Sterling Savings Bank March 2011 - March 2012
Sterling Savings Bank May 2007 - March 2011
Spokane County United Way January 2006 - May 2007
Gonzaga University July 2005 - May 2007
Ledge Light Federal Credit Union September 2002 - June 2005
Applied Mathematics, Inc. July 2000 - May 2002
Skills
Word, Access, Microsoft Office, Financial Analysis, Excel, Microsoft Excel, Microsoft Word, Forecasting, Academic Tutoring, Banking, Mathematics, Financial Modeling, Analysis, Finance, Data Analysis, Databases, Community Outreach, Leadership, Public Speaking
Education
Gonzaga University 2005 — 2007
MBA, Finance
Mount Holyoke College 1996 — 2000
AB, Mathematics & Art History
Budapest Semesters in Mathematics 1999 — 1999
Mathematics
Central Valley High School 1993 — 1996
High School Diploma
North Pines Jr High School
Providence Health & Services January 2015 - Present
Providence Health & Services July 2012 - Present
Finicity December 2010 - December 2014
Sterling Savings Bank March 2011 - March 2012
Sterling Savings Bank May 2007 - March 2011
Spokane County United Way January 2006 - May 2007
Gonzaga University July 2005 - May 2007
Ledge Light Federal Credit Union September 2002 - June 2005
Applied Mathematics, Inc. July 2000 - May 2002
Skills
Word, Access, Microsoft Office, Financial Analysis, Excel, Microsoft Excel, Microsoft Word, Forecasting, Academic Tutoring, Banking, Mathematics, Financial Modeling, Analysis, Finance, Data Analysis, Databases, Community Outreach, Leadership, Public Speaking
Education
Gonzaga University 2005 — 2007
MBA, Finance
Mount Holyoke College 1996 — 2000
AB, Mathematics & Art History
Budapest Semesters in Mathematics 1999 — 1999
Mathematics
Central Valley High School 1993 — 1996
High School Diploma
North Pines Jr High School
Kelly Litzenberger Kelly Litzenberger's Finicity Experience March 2007 - January 2008
Job Technical Writer
Industry Information Technology and Services
Experience
Askesis Development Group June 2012 - Present
The Dallas Morning News July 2010 - June 2012
The Salt Lake Tribune January 2008 - May 2010
Rising Moon Productions August 2007 - February 2008
Finicity March 2007 - January 2008
Overstock.com December 2006 - March 2007
Overstock.com October 2005 - December 2006
Overstock.com November 2004 - October 2005
Chapelle, Ltd. 2003 - 2004
NSABP 2001 - 2002
Skills
Copy Editing, Graphic Design, Technical Writing, Product Management, Project Management, Journalism, Editing, Proofreading, Copywriting, InDesign, QuarkXPress, Photoshop, Illustrator, Microsoft Word, HTML, Social Media, SEO, Wordpress, Facebook, RoboHelp, CCI NewsDesk, DTI, Confluence, JIRA, Publications, Publishing, Storytelling, Public Relations, Web Content
Education
University of Southern California 2010 — 2010
NEA Fellowship, Theater Writing
University of Utah 2006 — 2006
professional education courses
University of Pittsburgh 1995 — 2002
B.A, English writing; magazine writing
Askesis Development Group June 2012 - Present
The Dallas Morning News July 2010 - June 2012
The Salt Lake Tribune January 2008 - May 2010
Rising Moon Productions August 2007 - February 2008
Finicity March 2007 - January 2008
Overstock.com December 2006 - March 2007
Overstock.com October 2005 - December 2006
Overstock.com November 2004 - October 2005
Chapelle, Ltd. 2003 - 2004
NSABP 2001 - 2002
Skills
Copy Editing, Graphic Design, Technical Writing, Product Management, Project Management, Journalism, Editing, Proofreading, Copywriting, InDesign, QuarkXPress, Photoshop, Illustrator, Microsoft Word, HTML, Social Media, SEO, Wordpress, Facebook, RoboHelp, CCI NewsDesk, DTI, Confluence, JIRA, Publications, Publishing, Storytelling, Public Relations, Web Content
Education
University of Southern California 2010 — 2010
NEA Fellowship, Theater Writing
University of Utah 2006 — 2006
professional education courses
University of Pittsburgh 1995 — 2002
B.A, English writing; magazine writing
Kory Gage's Finicity Experience August 2015 - Present
Job Manager Workforce Management at Finicity
Industry Arts and Crafts
Experience
Finicity August 2015 - Present
eBay Inc September 2014 - July 2015
Stampin' Up! December 2005 - September 2014
Convergys February 2003 - December 2005
Skills
Workforce Management, Call Center, Forecasting, Data Analysis, Analysis, Microsoft Excel, ACD, IEX, IEX Total View, Contact Centers, TotalView, IVR, Operations Management, Workforce Planning, Analytics, Capacity Planning, Metrics, Business Analysis, Contact Center..., Resource Management, Team Management, Call Centers, Management, Leadership, Training, Team Leadership, Customer Satisfaction, Quality Assurance, Performance Management, Employee Training, Business Process..., Business Process, Software Documentation
Education
Brigham Young University 2000 — 2002
Management Information Systems, 3,9
Brigham Young University 1997 — 2002
Bachelor's degree, Management Information Systems
Finicity August 2015 - Present
eBay Inc September 2014 - July 2015
Stampin' Up! December 2005 - September 2014
Convergys February 2003 - December 2005
Skills
Workforce Management, Call Center, Forecasting, Data Analysis, Analysis, Microsoft Excel, ACD, IEX, IEX Total View, Contact Centers, TotalView, IVR, Operations Management, Workforce Planning, Analytics, Capacity Planning, Metrics, Business Analysis, Contact Center..., Resource Management, Team Management, Call Centers, Management, Leadership, Training, Team Leadership, Customer Satisfaction, Quality Assurance, Performance Management, Employee Training, Business Process..., Business Process, Software Documentation
Education
Brigham Young University 2000 — 2002
Management Information Systems, 3,9
Brigham Young University 1997 — 2002
Bachelor's degree, Management Information Systems
Melessa (Wallace) Hall's Finicity Experience January 2013 - Present
Job Budgeting Coach at Finicity
Industry Financial Services
Experience
Finicity January 2013 - Present
Buford City Schools January 2013 - May 2013
NOA, Inc. January 2011 - November 2012
Dist. Health Babies Cant Wait April 2010 - February 2011
Chestatee High School August 2002 - March 2010
Jefferson Middle School August 2000 - August 2002
Georgia Power Company June 1991 - October 1998
Skills
Autism Spectrum..., Reading Intervention, Victim Advocacy, Children with Special..., Money Management, Budgets
Education
Pioneer RESA 2005 — 2006
State Reading Endorsement, Reading and Writing
N. Ga. College and State University 1998 — 2000
Master of Education (MEd), Special Education and Teaching
Mercer University 1995 — 1998
BS, Business and Economics
Finicity January 2013 - Present
Buford City Schools January 2013 - May 2013
NOA, Inc. January 2011 - November 2012
Dist. Health Babies Cant Wait April 2010 - February 2011
Chestatee High School August 2002 - March 2010
Jefferson Middle School August 2000 - August 2002
Georgia Power Company June 1991 - October 1998
Skills
Autism Spectrum..., Reading Intervention, Victim Advocacy, Children with Special..., Money Management, Budgets
Education
Pioneer RESA 2005 — 2006
State Reading Endorsement, Reading and Writing
N. Ga. College and State University 1998 — 2000
Master of Education (MEd), Special Education and Teaching
Mercer University 1995 — 1998
BS, Business and Economics
Megan Pawlos Pacheco Megan Pawlos Pacheco's Finicity Experience April 2013 - July 2014
Job Chief Learning Officer at Lead Like Jesus
Industry Nonprofit Organization Management
Experience
Lead Like Jesus July 2014 - Present
Finicity April 2013 - July 2014
Crown Financial Ministries February 2011 - March 2013
Crown Financial Ministries 2010 - February 2011
Crown Financial Ministries 2007 - 2009
Crown Financial Ministries 2004 - 2006
Latin American Ministries January 2000 - January 2003
Heritage Academy May 2000 - May 2001
Skills
Multilingual, Great Interpersonal..., Strategic Thinker, Innovative Problem..., Content Management, Content Development, Strategic Planning, Business Strategy, Strategic Thinking, Product Development, Nonprofits, Marketing, Strategy, Team Building, Social Media Marketing, Training, Sales, Social Media, Leadership, Spanish, Project Management, Leadership Development, Fundraising, Product Management, Management, Product Marketing, Program Management, Marketing Strategy, Business Development
Education
University of North Georgia 1997 — 1999
BA, Business / French
Lead Like Jesus July 2014 - Present
Finicity April 2013 - July 2014
Crown Financial Ministries February 2011 - March 2013
Crown Financial Ministries 2010 - February 2011
Crown Financial Ministries 2007 - 2009
Crown Financial Ministries 2004 - 2006
Latin American Ministries January 2000 - January 2003
Heritage Academy May 2000 - May 2001
Skills
Multilingual, Great Interpersonal..., Strategic Thinker, Innovative Problem..., Content Management, Content Development, Strategic Planning, Business Strategy, Strategic Thinking, Product Development, Nonprofits, Marketing, Strategy, Team Building, Social Media Marketing, Training, Sales, Social Media, Leadership, Spanish, Project Management, Leadership Development, Fundraising, Product Management, Management, Product Marketing, Program Management, Marketing Strategy, Business Development
Education
University of North Georgia 1997 — 1999
BA, Business / French
Kiera Brown's Finicity Experience August 2012 - June 2013
Job Receptionist at RMS Team at RE/MAX Center
Industry Higher Education
Experience
RMS Team at RE/MAX Center June 2013 - Present
Finicity August 2012 - June 2013
Georgia Poultry Lab network September 2011 - May 2012
Brenau University 2010 - 2012
The Oaks at Limestone June 2011 - November 2011
Payless ShoeSource December 2008 - May 2011
Goodys Family Clothing November 2007 - July 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Typing, Plating, Cash Register, Customer Service, Cpr Certified, Spreadsheets, PowerPoint, Time Management, Social Media, Certifed Nursing..., Cash Handling Experience, Windows, Data Entry
Education
Brenau University 2008 — 2012
Bachelor of Science (B.S.), Health Science
RMS Team at RE/MAX Center June 2013 - Present
Finicity August 2012 - June 2013
Georgia Poultry Lab network September 2011 - May 2012
Brenau University 2010 - 2012
The Oaks at Limestone June 2011 - November 2011
Payless ShoeSource December 2008 - May 2011
Goodys Family Clothing November 2007 - July 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Typing, Plating, Cash Register, Customer Service, Cpr Certified, Spreadsheets, PowerPoint, Time Management, Social Media, Certifed Nursing..., Cash Handling Experience, Windows, Data Entry
Education
Brenau University 2008 — 2012
Bachelor of Science (B.S.), Health Science
G. Adam Richardson G. Adam Richardson's Finicity Experience January 2013 - September 2013
Job Account Manager at Asset Marketing Services, LLC.
Industry Financial Services
Experience
Asset Marketing Services, LLC. July 2015 - Present
The Adventure Church October 2010 - Present
Solutionreach, Inc. May 2015 - July 2015
US Bank February 2014 - May 2015
Mobile Drug Testing Llc. November 2012 - January 2014
Finicity January 2013 - September 2013
Utahrealestate.com September 2012 - December 2012
The Neat Company through O'Currance February 2012 - May 2012
iFreedom Direct Corporation February 2011 - February 2012
Dalbey Education Institute 2008 - 2009
Skills
Account Management, Customer Service, Coaching, Team Building, Microsoft Office
Education
Salt Lake Community College 2000 — 2003
Business Studies
Asset Marketing Services, LLC. July 2015 - Present
The Adventure Church October 2010 - Present
Solutionreach, Inc. May 2015 - July 2015
US Bank February 2014 - May 2015
Mobile Drug Testing Llc. November 2012 - January 2014
Finicity January 2013 - September 2013
Utahrealestate.com September 2012 - December 2012
The Neat Company through O'Currance February 2012 - May 2012
iFreedom Direct Corporation February 2011 - February 2012
Dalbey Education Institute 2008 - 2009
Skills
Account Management, Customer Service, Coaching, Team Building, Microsoft Office
Education
Salt Lake Community College 2000 — 2003
Business Studies
Richard Kuhn Richard Kuhn's Finicity Experience 2007 - 2011
Job VP | Sales and Business Development | Expertise in Strategic Partnerships, Sales and Marketing
Industry Information Technology and Services
Experience
Finicity Data Services 2014 - Present
Connect Corp 2013 - Present
WKFH 2011 - 2013
Finicity 2007 - 2011
Finicity June 2001 - May 2007
CommWorks 1999 - 2001
3Com Corp (Acquisition of USRobotics) 1997 - 1999
USRobotics - Network Systems Division (Acquistion of Megahertz) 1995 - 1997
Megahertz Corporation 1991 - 1994
Skills
SaaS, Cloud Computing, Business Development, Management, Strategic Partnerships, New Business Development, Sales Management, Program Management, Leadership, Business Strategy, Team Building, Product Management, Sales, Product Marketing, Go-to-market Strategy, Mobile Communications, Wireless, Product Development, Networking, Direct Sales, Oracle Enterprise..., VoIP, Mobile Devices, Professional Services, Enterprise Software, Solution Selling
Education
Westminster College
Master of Business Administration (MBA) 94
Southern Utah University
Bachelor of Science, Business Administration 89
Finicity Data Services 2014 - Present
Connect Corp 2013 - Present
WKFH 2011 - 2013
Finicity 2007 - 2011
Finicity June 2001 - May 2007
CommWorks 1999 - 2001
3Com Corp (Acquisition of USRobotics) 1997 - 1999
USRobotics - Network Systems Division (Acquistion of Megahertz) 1995 - 1997
Megahertz Corporation 1991 - 1994
Skills
SaaS, Cloud Computing, Business Development, Management, Strategic Partnerships, New Business Development, Sales Management, Program Management, Leadership, Business Strategy, Team Building, Product Management, Sales, Product Marketing, Go-to-market Strategy, Mobile Communications, Wireless, Product Development, Networking, Direct Sales, Oracle Enterprise..., VoIP, Mobile Devices, Professional Services, Enterprise Software, Solution Selling
Education
Westminster College
Master of Business Administration (MBA) 94
Southern Utah University
Bachelor of Science, Business Administration 89
Alexia Fernandes's Finicity Experience September 2014 - Present
Job Sales Training Supervisor at Finicity
Industry Financial Services
Experience
Finicity September 2014 - Present
CLEARLINK March 2014 - August 2014
CenturyLink May 2012 - February 2013
Skills
Sales, Management, Leadership, Cold Calling, Sales Process, Customer Service, New Hire Training, Employee Training, Sales Management, Project Management, Public Speaking, Microsoft Office, Microsoft Word, PowerPoint
Education
Florida State University 2011 — 2014
BS, Business Management, and Education
Finicity September 2014 - Present
CLEARLINK March 2014 - August 2014
CenturyLink May 2012 - February 2013
Skills
Sales, Management, Leadership, Cold Calling, Sales Process, Customer Service, New Hire Training, Employee Training, Sales Management, Project Management, Public Speaking, Microsoft Office, Microsoft Word, PowerPoint
Education
Florida State University 2011 — 2014
BS, Business Management, and Education
Thomas McDermott Thomas McDermott's Finicity Experience January 2010 - March 2012
Job Enterprise Account Executive at Softchoice
Industry Information Technology and Services
Experience
Softchoice April 2013 - Present
EVault July 2012 - March 2013
EVault June 2012 - July 2012
Finicity January 2010 - March 2012
iFreedom Direct September 2009 - January 2010
Franklin Covey Co April 2007 - August 2009
Cucina Toscana June 2007 - December 2007
Skills
Strategic Communications, Strategic Partnerships, Customer Service, Teaching, Italian, Solution Selling, Salesforce.com, Sales, Lead Generation, Direct Sales, Team Building, New Business Development, iPhone, Leadership, Cloud Computing, Sales Operations, SaaS, Public Speaking, Entrepreneurship, Sales Effectiveness, CRM, Sales Process, Enterprise Software, Business Development, Management, Business Continuity, Program Management, Online Marketing, Strategic Planning, Sales Management, Marketing, Marketing Strategy, Customer Retention, Online Advertising, Competitive Analysis, Call Centers, Selling, Start-ups, Team Leadership, Social Media Marketing, Social Networking, Product Management, Sales Presentations, Product Marketing, Team Motivator, Sales Force..., Customer Relations, E-commerce, B2B, Cold Calling
Education
University of Utah 2007 — 2011
Bachelor of Arts, Communications
University of Utah 2007 — 2010
Assosciates, Communications, Teaching & Training
Salt Lake Community College 2007 — 2008
GED, Communications, Teaching & Training
Olympus High School 2002 — 2004
High School Diploma, General Studies
Softchoice April 2013 - Present
EVault July 2012 - March 2013
EVault June 2012 - July 2012
Finicity January 2010 - March 2012
iFreedom Direct September 2009 - January 2010
Franklin Covey Co April 2007 - August 2009
Cucina Toscana June 2007 - December 2007
Skills
Strategic Communications, Strategic Partnerships, Customer Service, Teaching, Italian, Solution Selling, Salesforce.com, Sales, Lead Generation, Direct Sales, Team Building, New Business Development, iPhone, Leadership, Cloud Computing, Sales Operations, SaaS, Public Speaking, Entrepreneurship, Sales Effectiveness, CRM, Sales Process, Enterprise Software, Business Development, Management, Business Continuity, Program Management, Online Marketing, Strategic Planning, Sales Management, Marketing, Marketing Strategy, Customer Retention, Online Advertising, Competitive Analysis, Call Centers, Selling, Start-ups, Team Leadership, Social Media Marketing, Social Networking, Product Management, Sales Presentations, Product Marketing, Team Motivator, Sales Force..., Customer Relations, E-commerce, B2B, Cold Calling
Education
University of Utah 2007 — 2011
Bachelor of Arts, Communications
University of Utah 2007 — 2010
Assosciates, Communications, Teaching & Training
Salt Lake Community College 2007 — 2008
GED, Communications, Teaching & Training
Olympus High School 2002 — 2004
High School Diploma, General Studies
Kayla Hutson's Finicity Experience December 2014 - March 2015
Job Founder and Editor for Donethewriteway.com
Industry Writing and Editing
Experience
Backcountry.com March 2015 - Present
Donethewriteway.com May 2014 - Present
Finicity December 2014 - March 2015
Self-Employed May 2013 - May 2014
Backcountry.com October 2012 - May 2013
Target February 2012 - October 2012
Aflac July 2011 - December 2011
Self-Employed July 2010 - July 2011
IHOP December 2008 - July 2010
Skills
Editing, Time Management, English, Microsoft Office, Customer Service, Writing, Teaching, Nanny, Sales, Tutoring, Academic Writing, Teaching Writing, Academic Achievement, PowerPoint, Teaching Reading, Creative Writing, Multitasking Skills, Text Editing, Teamwork, Microsoft Word, Management, Social Networking, Online Marketing, Leadership, Social Media, Social Media Marketing, Photoshop, Public Speaking
Education
Salt Lake Community College 2011 — 2014
Associate's Degree, English/Language Arts Teacher Education, 3.95 GPA
Hunter High School 2008 — 2011
Diploma, High School/Secondary Diplomas and Certificates
Backcountry.com March 2015 - Present
Donethewriteway.com May 2014 - Present
Finicity December 2014 - March 2015
Self-Employed May 2013 - May 2014
Backcountry.com October 2012 - May 2013
Target February 2012 - October 2012
Aflac July 2011 - December 2011
Self-Employed July 2010 - July 2011
IHOP December 2008 - July 2010
Skills
Editing, Time Management, English, Microsoft Office, Customer Service, Writing, Teaching, Nanny, Sales, Tutoring, Academic Writing, Teaching Writing, Academic Achievement, PowerPoint, Teaching Reading, Creative Writing, Multitasking Skills, Text Editing, Teamwork, Microsoft Word, Management, Social Networking, Online Marketing, Leadership, Social Media, Social Media Marketing, Photoshop, Public Speaking
Education
Salt Lake Community College 2011 — 2014
Associate's Degree, English/Language Arts Teacher Education, 3.95 GPA
Hunter High School 2008 — 2011
Diploma, High School/Secondary Diplomas and Certificates
Jessica Drollette's Finicity Experience September 2011 - February 2012
Job Solar Sales
Industry Oil & Energy
Experience
Global Travel Network September 2015 - Present
Self Employed August 2010 - Present
Direct Business Lending February 2015 - July 2015
No Doubt Inc September 2014 - January 2015
Newmark Grubb ACRES October 2012 - September 2014
Finicity September 2011 - February 2012
Brigham Young University August 2010 - August 2011
Pinnacle Security February 2009 - February 2010
Brigham Young University Hawaii August 2006 - October 2006
Skills
Teaching, Archival Research, Coordinating Events, Research, Cooking, Hospitality Management, Wall Decor, Salesforce.com, inside sales, Commercial Real Estate, Business Networking, Cold Calling, Composition, Music, Film, Film Production, Art, Digital Imaging, Curating, Sales, Writing, Communication, Photography, Cake Decorating, Strategic Communications, Databases
Education
Brigham Young University 2007 — 2011
Bachelors of Arts, History
Brigham Young University - Hawaii 2006 — 2006
Brigham Young University - Idaho 2004 — 2006
Associate of Arts and Sciences (A.A.S.), Culinary Arts/Chef Training
Global Travel Network September 2015 - Present
Self Employed August 2010 - Present
Direct Business Lending February 2015 - July 2015
No Doubt Inc September 2014 - January 2015
Newmark Grubb ACRES October 2012 - September 2014
Finicity September 2011 - February 2012
Brigham Young University August 2010 - August 2011
Pinnacle Security February 2009 - February 2010
Brigham Young University Hawaii August 2006 - October 2006
Skills
Teaching, Archival Research, Coordinating Events, Research, Cooking, Hospitality Management, Wall Decor, Salesforce.com, inside sales, Commercial Real Estate, Business Networking, Cold Calling, Composition, Music, Film, Film Production, Art, Digital Imaging, Curating, Sales, Writing, Communication, Photography, Cake Decorating, Strategic Communications, Databases
Education
Brigham Young University 2007 — 2011
Bachelors of Arts, History
Brigham Young University - Hawaii 2006 — 2006
Brigham Young University - Idaho 2004 — 2006
Associate of Arts and Sciences (A.A.S.), Culinary Arts/Chef Training
Pamela Jan (Pamela Gomez) Gomez Pamela Jan (Pamela Gomez) Gomez's Finicity Experience April 2015 - Present
Job Finicity Financial Consultant
Industry Financial Services
Experience
Finicity April 2015 - Present
EverClear Windows January 2001 - Present
Morgan Stanley November 2012 - April 2013
Skills
Customer Service, Microsoft Office, Project Management, Small Business, Entrepreneurship, Strategic Planning, Contract Negotiation, Sales, Financial Services, Sales Management, Management, Team Building, Leadership, Microsoft Excel, Marketing, Finance, Microsoft Word, Banking, PowerPoint, Loans, Team Leadership
Education
Salt Lake Community College 2015 — 2019
Communications
Las Vegas High school 1984 — 1987
Diploma, B Honors student
Finicity April 2015 - Present
EverClear Windows January 2001 - Present
Morgan Stanley November 2012 - April 2013
Skills
Customer Service, Microsoft Office, Project Management, Small Business, Entrepreneurship, Strategic Planning, Contract Negotiation, Sales, Financial Services, Sales Management, Management, Team Building, Leadership, Microsoft Excel, Marketing, Finance, Microsoft Word, Banking, PowerPoint, Loans, Team Leadership
Education
Salt Lake Community College 2015 — 2019
Communications
Las Vegas High school 1984 — 1987
Diploma, B Honors student
Alisa Rosner's Finicity Experience September 2013 - Present
Job Assistant Human Resources Manager at Finicity
Industry Financial Services
Experience
Finicity September 2013 - Present
Finicity April 2013 - September 2013
Finicity April 2012 - December 2012
Beck Leather & Crafts April 2012 - August 2012
McArthur Homes May 2012 - July 2012
Skills
Recruiting, Teamwork, Public Speaking, Teaching, Leadership, EchoSign, Training, Administrative..., Personal Budgeting, Writing, Screening Resumes, Customer Service, Handbells, Expense Reports, Numeric Filing, Microsoft Word, Website Updating, Online Communications, Accurate Record Keeping, Hiring Employees, Poetry, Creative Writing, Microsoft Excel, Time Management, Church Music, Musical Directing, Assistant Directing, Photo Editing, Therapeutic Listening, Google Docs, Human Resources, Hiring, Management, Social Media, Strategic Planning, Interviews, Team Building
Education
Latter-day Saints Business College 2012 — 2014
Salt Lake Community College 2011 — 2012
Finicity September 2013 - Present
Finicity April 2013 - September 2013
Finicity April 2012 - December 2012
Beck Leather & Crafts April 2012 - August 2012
McArthur Homes May 2012 - July 2012
Skills
Recruiting, Teamwork, Public Speaking, Teaching, Leadership, EchoSign, Training, Administrative..., Personal Budgeting, Writing, Screening Resumes, Customer Service, Handbells, Expense Reports, Numeric Filing, Microsoft Word, Website Updating, Online Communications, Accurate Record Keeping, Hiring Employees, Poetry, Creative Writing, Microsoft Excel, Time Management, Church Music, Musical Directing, Assistant Directing, Photo Editing, Therapeutic Listening, Google Docs, Human Resources, Hiring, Management, Social Media, Strategic Planning, Interviews, Team Building
Education
Latter-day Saints Business College 2012 — 2014
Salt Lake Community College 2011 — 2012
Andrew Parker Andrew Parker's Finicity Experience October 2008 - November 2008
Job Chief Marketing Officer at The Leonardo
Industry Marketing and Advertising
Experience
The Leonardo September 2015 - Present
Open Book Audio November 2008 - Present
iTOK February 2013 - September 2015
Logica, LLC (Acquired by AFS, Inc.) October 2011 - February 2013
Zenger Folkman February 2009 - October 2011
Finicity October 2008 - November 2008
Access Development August 1999 - October 2008
Utah State University October 1996 - July 1997
Skills
Email Marketing, Lead Generation, Social Media Marketing, SEO, Online Advertising, Leadership, Management, Marketing Strategy, Web Analytics, Marketing Communications, Advertising, Strategy, Strategic Planning, B2B Marketing, Team Building, SEM, Copywriting, CRM, Copy Editing, B2C marketing, Website Development, Digital Marketing, Public Relations, Marketing Automation, Entrepreneurship, Market Research, Marketing, Google Adwords, Facebook, Marketing Management, Marketo, Webinar Development, Corporate Branding, Brand Management, Audio Engineering, Online Marketing, Blog Marketing, Product Marketing, Google Analytics, Content Marketing, Team Leadership, Team Management, Webinars, Twitter, Marketing Research, Strategic Partnerships
Education
University of Utah - David Eccles School of Business 2006 — 2008
MBA, Marketing, Communications, Law, 3.82 GPA
Brigham Young University 2000 — 2004
BA, Media Music, Computing and Information Systems, 3.78 GPA
Utah Valley University 2000 — 2001
AS, General Studies, 3.91 GPA
The Leonardo September 2015 - Present
Open Book Audio November 2008 - Present
iTOK February 2013 - September 2015
Logica, LLC (Acquired by AFS, Inc.) October 2011 - February 2013
Zenger Folkman February 2009 - October 2011
Finicity October 2008 - November 2008
Access Development August 1999 - October 2008
Utah State University October 1996 - July 1997
Skills
Email Marketing, Lead Generation, Social Media Marketing, SEO, Online Advertising, Leadership, Management, Marketing Strategy, Web Analytics, Marketing Communications, Advertising, Strategy, Strategic Planning, B2B Marketing, Team Building, SEM, Copywriting, CRM, Copy Editing, B2C marketing, Website Development, Digital Marketing, Public Relations, Marketing Automation, Entrepreneurship, Market Research, Marketing, Google Adwords, Facebook, Marketing Management, Marketo, Webinar Development, Corporate Branding, Brand Management, Audio Engineering, Online Marketing, Blog Marketing, Product Marketing, Google Analytics, Content Marketing, Team Leadership, Team Management, Webinars, Twitter, Marketing Research, Strategic Partnerships
Education
University of Utah - David Eccles School of Business 2006 — 2008
MBA, Marketing, Communications, Law, 3.82 GPA
Brigham Young University 2000 — 2004
BA, Media Music, Computing and Information Systems, 3.78 GPA
Utah Valley University 2000 — 2001
AS, General Studies, 3.91 GPA
Natasha Caldwell's Finicity Experience July 2015 - Present
Job Sales Executive
Industry Financial Services
Experience
Finicity July 2015 - Present
ChartLogic, Inc. January 2010 - November 2014
ChartLogic, Inc. April 2012 - February 2013
ChartLogic, Inc. January 2010 - April 2012
Southern Cotton Quilt Co. 2010 - 2012
Wells Fargo April 2008 - August 2009
Sprint Nextel June 2005 - April 2009
Wall Law Office 2003 - 2004
Skills
Salesforce.com, Direct Sales, Account Management, Selling, Training, Solution Selling, Management, SaaS, Sales Management, Client Rapport, Sales, Healthcare Information..., Healthcare, Strategic Planning, Medical Software, EHR, Consultative Selling, Medical Practice..., CRM, Sales Operations, Sales Process, Cold Calling, Lead Generation, Business Development, Leadership, Cloud Computing, New Business Development, Customer Satisfaction, Revenue Cycle Management, Workflow Management, Medical Practice..., Rappo
Education
University of Phoenix-Utah Campus 2012 — 2013
Still attending, Health and Medical Administrative Services
Central High School 2000 — 2002
Diploma, General
Finicity July 2015 - Present
ChartLogic, Inc. January 2010 - November 2014
ChartLogic, Inc. April 2012 - February 2013
ChartLogic, Inc. January 2010 - April 2012
Southern Cotton Quilt Co. 2010 - 2012
Wells Fargo April 2008 - August 2009
Sprint Nextel June 2005 - April 2009
Wall Law Office 2003 - 2004
Skills
Salesforce.com, Direct Sales, Account Management, Selling, Training, Solution Selling, Management, SaaS, Sales Management, Client Rapport, Sales, Healthcare Information..., Healthcare, Strategic Planning, Medical Software, EHR, Consultative Selling, Medical Practice..., CRM, Sales Operations, Sales Process, Cold Calling, Lead Generation, Business Development, Leadership, Cloud Computing, New Business Development, Customer Satisfaction, Revenue Cycle Management, Workflow Management, Medical Practice..., Rappo
Education
University of Phoenix-Utah Campus 2012 — 2013
Still attending, Health and Medical Administrative Services
Central High School 2000 — 2002
Diploma, General
Bryson Wilson Bryson Wilson's Finicity Experience June 2015 - June 2015
Job Medicare Sales Representative at C3/CustomerContactChannels, Inc.
Industry Insurance
Experience
C3/CustomerContactChannels, Inc. August 2015 - Present
Finicity June 2015 - June 2015
eHealth Inc May 2014 - December 2014
Allstate May 2013 - April 2014
FatPipe Networks January 2013 - March 2013
Extend Health June 2012 - December 2012
Skills
Commercial Insurance, Insurance, Term Life Insurance, Retirement, Retirement Planning, Casualty, Employee Benefits, Fixed Annuities, Life Insurance, Professional Liability, Health Insurance, Disability Insurance, Claim, Underwriting, Long-term Care, Workers Compensation, Liability, Umbrella Insurance, Medicare, Universal Life, Homeowners, Legal Liability, Claims Handling, Accident, 401k, Long Term Care Insurance, Licensed Life & Health..., Renters, General Insurance, Claim Investigation, Benefits Administration, Licensed Property &..., Customer Retention, Group Insurance, Property Claims, Subrogation, Flood Insurance
Education
Brigham Young University 2004 — 2011
Bachelor's degree, Psychology
C3/CustomerContactChannels, Inc. August 2015 - Present
Finicity June 2015 - June 2015
eHealth Inc May 2014 - December 2014
Allstate May 2013 - April 2014
FatPipe Networks January 2013 - March 2013
Extend Health June 2012 - December 2012
Skills
Commercial Insurance, Insurance, Term Life Insurance, Retirement, Retirement Planning, Casualty, Employee Benefits, Fixed Annuities, Life Insurance, Professional Liability, Health Insurance, Disability Insurance, Claim, Underwriting, Long-term Care, Workers Compensation, Liability, Umbrella Insurance, Medicare, Universal Life, Homeowners, Legal Liability, Claims Handling, Accident, 401k, Long Term Care Insurance, Licensed Life & Health..., Renters, General Insurance, Claim Investigation, Benefits Administration, Licensed Property &..., Customer Retention, Group Insurance, Property Claims, Subrogation, Flood Insurance
Education
Brigham Young University 2004 — 2011
Bachelor's degree, Psychology
Lori Nixon, CPA, MBT Lori Nixon, CPA, MBT's Finicity Experience November 2008 - June 2011
Job Wipfli CPAs & Consultants, Private Client Services Tax Manager Guiding clients through life's financial complexities
Industry Accounting
Experience
Wipfli LLP September 2015 - Present
BDO USA, LLP January 2014 - September 2015
Concordia University, St. Paul August 2012 - December 2013
Minnesota Math and Science Academy 2012 - 2013
Christian Closet November 2005 - September 2012
Finicity November 2008 - June 2011
South Washington County Schools 2003 - 2009
Nixon & Company, LLC 2003 - 2005
Brookings United Methodist Church 1998 - 2000
United Way of Guin, Alabama 1996 - 1997
Skills
Nonprofits, Leadership, CPA, Personal Finance, Tax, Financial Accounting, Financial Analysis, Internal Controls, Managerial Finance, Higher Education, Teaching, Creativity, Missions, Youth Ministry, Christian Ministry, Community Outreach, Microsoft Office, Solid computer skills, Connecting People, Student Affairs, Accounting, Time Management
Education
University of Minnesota - Carlson School of Management 1990 — 1993
Master of Business Taxation
University of Illinois at Urbana-Champaign 1985 — 1989
Bachelor of Science (BS), Accounting
College for Financial Planning
CFP Professional Education Program Completion
Wipfli LLP September 2015 - Present
BDO USA, LLP January 2014 - September 2015
Concordia University, St. Paul August 2012 - December 2013
Minnesota Math and Science Academy 2012 - 2013
Christian Closet November 2005 - September 2012
Finicity November 2008 - June 2011
South Washington County Schools 2003 - 2009
Nixon & Company, LLC 2003 - 2005
Brookings United Methodist Church 1998 - 2000
United Way of Guin, Alabama 1996 - 1997
Skills
Nonprofits, Leadership, CPA, Personal Finance, Tax, Financial Accounting, Financial Analysis, Internal Controls, Managerial Finance, Higher Education, Teaching, Creativity, Missions, Youth Ministry, Christian Ministry, Community Outreach, Microsoft Office, Solid computer skills, Connecting People, Student Affairs, Accounting, Time Management
Education
University of Minnesota - Carlson School of Management 1990 — 1993
Master of Business Taxation
University of Illinois at Urbana-Champaign 1985 — 1989
Bachelor of Science (BS), Accounting
College for Financial Planning
CFP Professional Education Program Completion
Nick Thomas Nick Thomas's Finicity Experience September 2012 - Present
Job CoFounder @Finicity
Industry Financial Services
Experience
Finicity September 2012 - Present
Association for Information Management (AIM) Utah January 2015 - Present
TxPUSH Special Interest Group May 2015 - Present
Nordmark Group June 2012 - Present
Komodo Systems August 2013 - Present
Unicity International June 2010 - May 2012
In2M September 2000 - June 2010
Bluetooth SIG December 1998 - October 2000
3Com US Robotics Megahertz June 1993 - September 2000
Skills
Private Equity, Venture Capital, Entrepreneurship, Mobile Applications, Mobile Devices, User Experience, APIs, Product Development, Business Strategy, Management Consulting, Leadership, SaaS, Start-ups, Salesforce.com, Cloud Computing, Crowdfunding, Enterprise Software, Management, Operations Management, Mobile Internet, Security, Competitive Analysis, Enterprise Architecture, Strategic Partnerships, Information Architecture, Internet Strategy, ITIL, Product Management, Consulting, Information Security..., Internet Security
Education
Brigham Young University 2003 — 2005
MBA, Corporate Finance
University of Utah 1993 — 1997
Bachelor of Science (B.S.), Electrical Engineering
Northern Arizona University 1986 — 1992
Music Performance, General
Finicity September 2012 - Present
Association for Information Management (AIM) Utah January 2015 - Present
TxPUSH Special Interest Group May 2015 - Present
Nordmark Group June 2012 - Present
Komodo Systems August 2013 - Present
Unicity International June 2010 - May 2012
In2M September 2000 - June 2010
Bluetooth SIG December 1998 - October 2000
3Com US Robotics Megahertz June 1993 - September 2000
Skills
Private Equity, Venture Capital, Entrepreneurship, Mobile Applications, Mobile Devices, User Experience, APIs, Product Development, Business Strategy, Management Consulting, Leadership, SaaS, Start-ups, Salesforce.com, Cloud Computing, Crowdfunding, Enterprise Software, Management, Operations Management, Mobile Internet, Security, Competitive Analysis, Enterprise Architecture, Strategic Partnerships, Information Architecture, Internet Strategy, ITIL, Product Management, Consulting, Information Security..., Internet Security
Education
Brigham Young University 2003 — 2005
MBA, Corporate Finance
University of Utah 1993 — 1997
Bachelor of Science (B.S.), Electrical Engineering
Northern Arizona University 1986 — 1992
Music Performance, General
Laura Janick's Finicity Experience March 2014 - Present
Job Director of Coaching Operations at Finicity
Industry Financial Services
Experience
Finicity March 2014 - Present
Finicity September 2012 - October 2014
Finicity April 2012 - October 2012
Healan Law Offices May 2005 - October 2010
Hawaii Medical Services Association 2002 - 2004
Siemens Building Technologies January 1998 - January 2001
US Navy January 1994 - January 1997
US Navy January 1993 - January 1994
Skills
Amicus PC Law ADP..., Dreamweaver Visual..., Microsoft Office Suite, Amicus, Microsoft Office, Payroll, Family Law, Risk Management, Research, Outlook, Microsoft Word, Microsoft Excel, PowerPoint, Customer Service, Access, Forecasting, Reports, CRM, Change Management, Contract Negotiation, New Business Development, Process Scheduler, Social Media Marketing, Online Marketing, Training, Strategic Planning, Social Media, Time Management, Budgets, Event Management, Project Management, Operations Management, Sales, Public Speaking, Financial Analysis, Team Building, Management, Customer Satisfaction, Marketing Strategy, Program Management, Policy, Team Leadership, Leadership Development, Leadership
Education
Gainesville State College 2008 — 2011
B. A. S., Technology Management
Gainesville State College 2005 — 2007
A. A. S., Paralegal Studies
Gainesville State College 2005 — 2007
A.A, Business Administration
Finicity March 2014 - Present
Finicity September 2012 - October 2014
Finicity April 2012 - October 2012
Healan Law Offices May 2005 - October 2010
Hawaii Medical Services Association 2002 - 2004
Siemens Building Technologies January 1998 - January 2001
US Navy January 1994 - January 1997
US Navy January 1993 - January 1994
Skills
Amicus PC Law ADP..., Dreamweaver Visual..., Microsoft Office Suite, Amicus, Microsoft Office, Payroll, Family Law, Risk Management, Research, Outlook, Microsoft Word, Microsoft Excel, PowerPoint, Customer Service, Access, Forecasting, Reports, CRM, Change Management, Contract Negotiation, New Business Development, Process Scheduler, Social Media Marketing, Online Marketing, Training, Strategic Planning, Social Media, Time Management, Budgets, Event Management, Project Management, Operations Management, Sales, Public Speaking, Financial Analysis, Team Building, Management, Customer Satisfaction, Marketing Strategy, Program Management, Policy, Team Leadership, Leadership Development, Leadership
Education
Gainesville State College 2008 — 2011
B. A. S., Technology Management
Gainesville State College 2005 — 2007
A. A. S., Paralegal Studies
Gainesville State College 2005 — 2007
A.A, Business Administration
Bret McCormick's Finicity Experience September 2011 - September 2012
Job Business Development at FirstMile
Industry Consumer Services
Experience
First Mile/International Fulfillment Solutions August 2014 - Present
International Fulfillment Solutions August 2013 - Present
International Fulfillment Solutions August 2013 - August 2014
American HealthCare Lending October 2012 - July 2013
Finicity September 2011 - September 2012
Diamond Wireless June 2011 - September 2011
Cogent Health January 2009 - July 2011
Cogent Health Solutions January 2009 - June 2011
The Church of Jesus Christ of Latter-Day Saints June 2006 - June 2008
Skills
Salesforce.com, Sales, Customer Support, Internet Services, International &..., Zoho, Strategy Implementation, CRM, Financial Assistance, Property Management, Property Maintenance, Microsoft Excel, Team Building, Management, Customer Service, Budgets, Marketing Strategy, Leadership, Sales Management, Microsoft Office, Account Management, Finance
Education
University of Utah 2011 — 2012
Salt Lake Community College 2008 — 2011
Cottonwood High School 2002 — 2005
High School Diploma, General Studies
First Mile/International Fulfillment Solutions August 2014 - Present
International Fulfillment Solutions August 2013 - Present
International Fulfillment Solutions August 2013 - August 2014
American HealthCare Lending October 2012 - July 2013
Finicity September 2011 - September 2012
Diamond Wireless June 2011 - September 2011
Cogent Health January 2009 - July 2011
Cogent Health Solutions January 2009 - June 2011
The Church of Jesus Christ of Latter-Day Saints June 2006 - June 2008
Skills
Salesforce.com, Sales, Customer Support, Internet Services, International &..., Zoho, Strategy Implementation, CRM, Financial Assistance, Property Management, Property Maintenance, Microsoft Excel, Team Building, Management, Customer Service, Budgets, Marketing Strategy, Leadership, Sales Management, Microsoft Office, Account Management, Finance
Education
University of Utah 2011 — 2012
Salt Lake Community College 2008 — 2011
Cottonwood High School 2002 — 2005
High School Diploma, General Studies
Josh Summerhays Josh Summerhays's Finicity Experience February 2007 - June 2008
Job Search Marketing and Conversion Optimization Pro
Industry Marketing and Advertising
Experience
Doba July 2011 - Present
Lendio March 2011 - June 2011
SEO.com April 2010 - March 2011
OrangeSoda November 2009 - April 2010
OrangeSoda June 2008 - December 2009
Finicity February 2007 - June 2008
10x Marketing April 2006 - February 2007
Skills
PPC, Conversion Optimization, Landing Page..., Online Marketing, Analytics, Online Advertising, SEM, Google Analytics, Google Adwords, Lead Generation, Organic Search, MSN AdCenter, Testing, SEO copywriting, Inbound Marketing, HubSpot, Marketing Automation
Education
Brigham Young University 1998 — 2005
BA, Marketing Communications
Doba July 2011 - Present
Lendio March 2011 - June 2011
SEO.com April 2010 - March 2011
OrangeSoda November 2009 - April 2010
OrangeSoda June 2008 - December 2009
Finicity February 2007 - June 2008
10x Marketing April 2006 - February 2007
Skills
PPC, Conversion Optimization, Landing Page..., Online Marketing, Analytics, Online Advertising, SEM, Google Analytics, Google Adwords, Lead Generation, Organic Search, MSN AdCenter, Testing, SEO copywriting, Inbound Marketing, HubSpot, Marketing Automation
Education
Brigham Young University 1998 — 2005
BA, Marketing Communications
John Overton's Finicity Experience August 2012 - July 2013
Job Development Officer at Northwestern Mutual | The Boston Group
Industry Financial Services
Experience
Northwestern Mutual August 2014 - Present
Northwestern Mutual July 2013 - July 2014
Finicity August 2012 - July 2013
Fred Overton Seminars June 2011 - July 2013
Skills
Public Speaking, Financial Analysis, Life Coaching, Leadership, Customer Service, Team Building, Personal Budgeting, Employee Training, Problem Solving, Customer Satisfaction, College Basketball, Training, Coaching, Teaching, Finance, Sales, Teamwork, Budgets, Leadership Development, Strategic Planning, Staff Development, Community Outreach, Personal Financial...
Education
University of North Georgia 2007 — 2011
Bachelor of Business Administration (BBA), Finance, General
Northwestern Mutual August 2014 - Present
Northwestern Mutual July 2013 - July 2014
Finicity August 2012 - July 2013
Fred Overton Seminars June 2011 - July 2013
Skills
Public Speaking, Financial Analysis, Life Coaching, Leadership, Customer Service, Team Building, Personal Budgeting, Employee Training, Problem Solving, Customer Satisfaction, College Basketball, Training, Coaching, Teaching, Finance, Sales, Teamwork, Budgets, Leadership Development, Strategic Planning, Staff Development, Community Outreach, Personal Financial...
Education
University of North Georgia 2007 — 2011
Bachelor of Business Administration (BBA), Finance, General
Dior Gardner's Finicity Experience May 2006 - November 2008
Job System Administrator
Industry Computer & Network Security
Experience
State of Utah September 2012 - Present
Tomax Corporation September 2010 - August 2012
Unisys January 2010 - September 2010
Partnet January 2009 - October 2009
Finicity May 2006 - November 2008
In2M Corporation 2006 - 2008
University of Utah February 2004 - March 2006
Skills
Linux, Red Hat Linux, Bash, Shell Scripting, Linux System..., Apache, MySQL, Perl, JavaScript, VMware, SQL
Education
Weber State University 2007 — 2013
Bachelor of science (BS), Computer Science/System Administration and Network Security
Salt Lake Community College 2006 — 2009
Associate of Science, General Studies
University of Utah 1998 — 2006
Computer Science
State of Utah September 2012 - Present
Tomax Corporation September 2010 - August 2012
Unisys January 2010 - September 2010
Partnet January 2009 - October 2009
Finicity May 2006 - November 2008
In2M Corporation 2006 - 2008
University of Utah February 2004 - March 2006
Skills
Linux, Red Hat Linux, Bash, Shell Scripting, Linux System..., Apache, MySQL, Perl, JavaScript, VMware, SQL
Education
Weber State University 2007 — 2013
Bachelor of science (BS), Computer Science/System Administration and Network Security
Salt Lake Community College 2006 — 2009
Associate of Science, General Studies
University of Utah 1998 — 2006
Computer Science
Chip Whitmer's Finicity Experience June 2014 - Present
Job CTO, Finicity Data Services
Industry Computer Software
Experience
Finicity June 2014 - Present
YouWho.com September 2013 - May 2014
Service Repair Solutions May 2012 - August 2013
Servce Repair Solutions September 2011 - May 2012
Service Repair Solutions October 2008 - August 2011
Service Repair Solutions March 2003 - September 2008
WhizBang! Labs 2000 - 2002
Novell 1992 - 2000
WordPerfect Corporation 1989 - 1992
WordPerfect Corporation 1987 - 1989
Skills
Java, Agile Methodologies, Software Development, Scrum, Software Quality..., MySQL, XML, SaaS, Agile Project Management, Product Management, Microsoft SQL Server, CSS, Software Engineering, SQL, HTML, SOA, Software Design, Visual Studio, Web Applications, UML, Web Development, Software Project..., Databases, Web Services, SOAP, TFS, Object Oriented Design, REST
Education
Utah Valley State College 1997 — 2000
BS, Computer Science
Brigham Young University 1987 — 1988
Brigham Young University 1983 — 1984
Finicity June 2014 - Present
YouWho.com September 2013 - May 2014
Service Repair Solutions May 2012 - August 2013
Servce Repair Solutions September 2011 - May 2012
Service Repair Solutions October 2008 - August 2011
Service Repair Solutions March 2003 - September 2008
WhizBang! Labs 2000 - 2002
Novell 1992 - 2000
WordPerfect Corporation 1989 - 1992
WordPerfect Corporation 1987 - 1989
Skills
Java, Agile Methodologies, Software Development, Scrum, Software Quality..., MySQL, XML, SaaS, Agile Project Management, Product Management, Microsoft SQL Server, CSS, Software Engineering, SQL, HTML, SOA, Software Design, Visual Studio, Web Applications, UML, Web Development, Software Project..., Databases, Web Services, SOAP, TFS, Object Oriented Design, REST
Education
Utah Valley State College 1997 — 2000
BS, Computer Science
Brigham Young University 1987 — 1988
Brigham Young University 1983 — 1984
Dan Farnsworth's Finicity Experience April 2005 - July 2009
Job Site Reliability Engineer (SRE) EMC Cloud Services
Industry Information Technology and Services
Experience
EMC Cons Systems AdministratorEMC
Advantage Technical Resourcing April 2010 - August 2010
FamilyLink.com July 2009 - March 2010
Finicity April 2005 - July 2009
In2m 2005 - 2008
First Electronic Bank October 2004 - April 2005
Hewitt Rand June 2001 - August 2001
Skills
Nagios, Apache, Clustering, High Availability, Linux, cfengine, Oracle RAC, PostgreSQL, Large Scale Systems, Large Scale Deployments, OpenSuse, haproxy, EC2, Amazon Web Services..., Virtualization, VMware, Python, Shell Scripting, Iptables, Ubuntu, Samba, Bash, Vim, OpenVZ, LAMP, Amazon EC2, Operating Systems, Cloud Computing, Oracle, Databases, MySQL, Servers, Debian, Data Center, Windows Server, DNS, System Automation, Systems Orchestration, Cluster
Education
Weber State University 2008 — 2011
BS, Computer Science:Computer and Network Security Administration
Salt Lake Community College 2004 — 2008
AS, Computer Information Systems
EMC Cons Systems AdministratorEMC
Advantage Technical Resourcing April 2010 - August 2010
FamilyLink.com July 2009 - March 2010
Finicity April 2005 - July 2009
In2m 2005 - 2008
First Electronic Bank October 2004 - April 2005
Hewitt Rand June 2001 - August 2001
Skills
Nagios, Apache, Clustering, High Availability, Linux, cfengine, Oracle RAC, PostgreSQL, Large Scale Systems, Large Scale Deployments, OpenSuse, haproxy, EC2, Amazon Web Services..., Virtualization, VMware, Python, Shell Scripting, Iptables, Ubuntu, Samba, Bash, Vim, OpenVZ, LAMP, Amazon EC2, Operating Systems, Cloud Computing, Oracle, Databases, MySQL, Servers, Debian, Data Center, Windows Server, DNS, System Automation, Systems Orchestration, Cluster
Education
Weber State University 2008 — 2011
BS, Computer Science:Computer and Network Security Administration
Salt Lake Community College 2004 — 2008
AS, Computer Information Systems
Sukal Mondal's Finicity Experience January 2013 - September 2013
Job Product Owner at Ceridian Dayforce HCM Mobile
Industry Information Technology and Services
Experience
Ceridian July 2015 - Present
Musafir.com October 2013 - June 2015
Finicity January 2013 - September 2013
Deloitte June 2010 - December 2012
CitiusTech October 2008 - May 2010
CitiusTech June 2008 - September 2008
Angel Broking July 2007 - June 2008
SSP Private Ltd January 2006 - June 2007
Skills
Agile Methodologies, Web Technologies, Requirements Management, Relational Databases, Technology Integration, Client Server..., Technology Needs..., Microsoft SQL Server, Requirements Analysis, C#, ASP.NET, HL7, .NET, SQL, SDLC, Software Project..., JavaScript, WCF, Databases, Web Services, UML, Software Design, SSRS, XML, Technology Product..., Product Management, Solution Architecture, Testing
Education
Coventry University, UK 2002 — 2005
Bsc(Hons) in Software Engineering, Software Engineering
J.H. Ambani School 2000 — 2002
Science
Indian School Al Wadi Al Kabir 1994 — 2000
Ceridian July 2015 - Present
Musafir.com October 2013 - June 2015
Finicity January 2013 - September 2013
Deloitte June 2010 - December 2012
CitiusTech October 2008 - May 2010
CitiusTech June 2008 - September 2008
Angel Broking July 2007 - June 2008
SSP Private Ltd January 2006 - June 2007
Skills
Agile Methodologies, Web Technologies, Requirements Management, Relational Databases, Technology Integration, Client Server..., Technology Needs..., Microsoft SQL Server, Requirements Analysis, C#, ASP.NET, HL7, .NET, SQL, SDLC, Software Project..., JavaScript, WCF, Databases, Web Services, UML, Software Design, SSRS, XML, Technology Product..., Product Management, Solution Architecture, Testing
Education
Coventry University, UK 2002 — 2005
Bsc(Hons) in Software Engineering, Software Engineering
J.H. Ambani School 2000 — 2002
Science
Indian School Al Wadi Al Kabir 1994 — 2000
Gurmeet Jabbal's Finicity Experience December 2008 - June 2010
Job Software Engineer at Verisk Health
Industry Hospital & Health Care
Experience
Verisk Health September 2013 - Present
Caradigm June 2012 - August 2013
GE Healthcare November 2010 - May 2012
Finicity December 2008 - June 2010
In2M Technologies 2006 - April 2008
Skills
Java, Web Services, XML, Agile Methodologies, JUnit, Spring, Scrum, Agile Project Management, SOA, Oracle, C#, Microsoft SQL Server, SQL, Hibernate, Requirements Analysis, PL/SQL, TFS, Testing, Software Engineering, Unix, Databases, Linux, Servlets, MySQL, Software Development, SDLC, .NET
Education
University of Mumbai 2002 — 2005
B.E, Computers
Bharati Vidyapeeth 1999 — 2002
Diploma, Computer technology
Verisk Health September 2013 - Present
Caradigm June 2012 - August 2013
GE Healthcare November 2010 - May 2012
Finicity December 2008 - June 2010
In2M Technologies 2006 - April 2008
Skills
Java, Web Services, XML, Agile Methodologies, JUnit, Spring, Scrum, Agile Project Management, SOA, Oracle, C#, Microsoft SQL Server, SQL, Hibernate, Requirements Analysis, PL/SQL, TFS, Testing, Software Engineering, Unix, Databases, Linux, Servlets, MySQL, Software Development, SDLC, .NET
Education
University of Mumbai 2002 — 2005
B.E, Computers
Bharati Vidyapeeth 1999 — 2002
Diploma, Computer technology
D'Anne (D') Richardson's Finicity Experience May 2013 - April 2014
Job Financial & Office Administrator
Industry Accounting
Experience
RBS II (Richardson Business Services II) May 2004 - Present
Finicity May 2013 - April 2014
Allies With Families May 2011 - June 2013
MRN, Inc January 2008 - September 2008
Origin 3 Web Design April 2007 - December 2007
Regence Blue Cross Blue Shield of Utah March 2001 - December 2003
I-Link, Inc March 1998 - December 1999
G'Ardees Gourmet Foods, INc. March 1983 - December 1996
Skills
QuickBooks, Accounts Payable, Budgets, Payroll, Office Management, Customer Service, Accounting, Public Relations, Human Resources, Customer Satisfaction, Project Management, Financial Accounting, Employee Benefits, Account Reconciliation, Retail, Journal Entries, Life Coaching, International Business
Education
Boise State University 1972 — 1975
Music, Art History
COMMUNITY SERVICE & OTHER
Associated Arts, Music, Art History
RBS II (Richardson Business Services II) May 2004 - Present
Finicity May 2013 - April 2014
Allies With Families May 2011 - June 2013
MRN, Inc January 2008 - September 2008
Origin 3 Web Design April 2007 - December 2007
Regence Blue Cross Blue Shield of Utah March 2001 - December 2003
I-Link, Inc March 1998 - December 1999
G'Ardees Gourmet Foods, INc. March 1983 - December 1996
Skills
QuickBooks, Accounts Payable, Budgets, Payroll, Office Management, Customer Service, Accounting, Public Relations, Human Resources, Customer Satisfaction, Project Management, Financial Accounting, Employee Benefits, Account Reconciliation, Retail, Journal Entries, Life Coaching, International Business
Education
Boise State University 1972 — 1975
Music, Art History
COMMUNITY SERVICE & OTHER
Associated Arts, Music, Art History
Spencer Usher's Finicity Experience April 2015 - Present
Job Salesforce Business Analyst at Finicity
Industry Information Technology and Services
Experience
Finicity April 2015 - Present
DentalMarketing.Net 123 Postcards June 2014 - March 2015
Automobili Lamborghini America December 2012 - June 2014
DealerSocket August 2011 - August 2012
Madison School District #321 August 2007 - January 2011
Skills
Microsoft Office, Public Speaking, Customer Service, Microsoft Excel, Leadership, Team Leadership, Spanish, Windows, PowerPoint, Microsoft Word, CRM, Automotive, Budgets, Marketing, Management, Analysis, Business Analysis, Project Management, Process Improvement, Business Strategy, HTML, Customer Retention
Education
Brigham Young University - Idaho 2006 — 2011
BA, Computer Information Technologies
Finicity April 2015 - Present
DentalMarketing.Net 123 Postcards June 2014 - March 2015
Automobili Lamborghini America December 2012 - June 2014
DealerSocket August 2011 - August 2012
Madison School District #321 August 2007 - January 2011
Skills
Microsoft Office, Public Speaking, Customer Service, Microsoft Excel, Leadership, Team Leadership, Spanish, Windows, PowerPoint, Microsoft Word, CRM, Automotive, Budgets, Marketing, Management, Analysis, Business Analysis, Project Management, Process Improvement, Business Strategy, HTML, Customer Retention
Education
Brigham Young University - Idaho 2006 — 2011
BA, Computer Information Technologies
Landon Phillips's Finicity Experience July 2011 - Present
Job Inside Sales Rep
Industry Financial Services
Experience
Finicity July 2011 - Present
Utah Athletic Foundation January 2005 - Present
Education
Brigham Young University 2007 — 2010
BS, Economics
Utah Valley University 2005 — 2007
AS, General Academics
Finicity July 2011 - Present
Utah Athletic Foundation January 2005 - Present
Education
Brigham Young University 2007 — 2010
BS, Economics
Utah Valley University 2005 — 2007
AS, General Academics
Nathan Riley's Finicity Experience September 2011 - October 2013
Job Independent Insurance Agent at Salmon Insurance, LLC
Industry Insurance
Experience
Salmon Insurance, LLC January 2014 - Present
Vineyard Town January 2005 - Present
Finicity September 2011 - October 2013
Extend Health September 2009 - September 2011
Omega Financial Group April 2007 - January 2010
Whittenburg Insurance and Investment Group July 2005 - April 2007
Skills
Microsoft Excel, Microsoft Office, Customer Service, Insurance, Strategic Planning, Customer Retention, Outlook, Team Leadership, Team Building, Call Center, Call Centers, Leadership, Time Management, Management, Operations Management, Training, Customer Satisfaction, Sales, Salesforce.com, Marketing, Project Management, PowerPoint, Medicare, Budgets, Microsoft Word
Education
Brigham Young University 1988 — 1992
BS, Psychology, Business Management Minor
Salmon Insurance, LLC January 2014 - Present
Vineyard Town January 2005 - Present
Finicity September 2011 - October 2013
Extend Health September 2009 - September 2011
Omega Financial Group April 2007 - January 2010
Whittenburg Insurance and Investment Group July 2005 - April 2007
Skills
Microsoft Excel, Microsoft Office, Customer Service, Insurance, Strategic Planning, Customer Retention, Outlook, Team Leadership, Team Building, Call Center, Call Centers, Leadership, Time Management, Management, Operations Management, Training, Customer Satisfaction, Sales, Salesforce.com, Marketing, Project Management, PowerPoint, Medicare, Budgets, Microsoft Word
Education
Brigham Young University 1988 — 1992
BS, Psychology, Business Management Minor
Carly Gould's Finicity Experience August 2011 - February 2012
Job Student at University of Utah
Industry Writing and Editing
Experience
Finicity August 2011 - February 2012
WSLM Legacy House Assisted Living December 2010 - August 2011
Education
University of Utah 2012 — 2015
Salt Lake Community College 2010 — 2012
Associates of Science, General Studies
Finicity August 2011 - February 2012
WSLM Legacy House Assisted Living December 2010 - August 2011
Education
University of Utah 2012 — 2015
Salt Lake Community College 2010 — 2012
Associates of Science, General Studies
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY