FocusPoint Solutions
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FocusPoint Solutions Employees
Employee
Years
Job
Industry
Evangeline Manzon Evangeline Manzon's FocusPoint Solutions Experience April 2013 - Present
Job Transition Manager at FocusPoint Solutions
Industry Investment Management
Experience
FocusPoint Solutions April 2013 - Present
FocusPoint Solutions, Inc. March 2012 - March 2013
Pacific Interpreters February 2011 - December 2012
Pacific Interpreters August 2008 - February 2011
Pacific Interpreters August 2004 - August 2008
Wireless Age April 2001 - July 2002
Skills
Coordination, Management, Translation, Training, Outlook, Human Resources, Project Coordination, Teamwork, Project Planning, Data Entry, Time Management, Customer Service, Account Management, Accounting, Data Analysis, Editing, Employee Training, English, Event Planning, Microsoft Office, Multilingual, Proofreading, Public Relations, Research, Sales, Software Documentation, Relationship Management, Solution Selling
Education
Portland State University 2003 — 2006
Bachelor of Science, Psychology
University of Guam
Academy of Our Lady of Guam 1995 — 1999
FocusPoint Solutions April 2013 - Present
FocusPoint Solutions, Inc. March 2012 - March 2013
Pacific Interpreters February 2011 - December 2012
Pacific Interpreters August 2008 - February 2011
Pacific Interpreters August 2004 - August 2008
Wireless Age April 2001 - July 2002
Skills
Coordination, Management, Translation, Training, Outlook, Human Resources, Project Coordination, Teamwork, Project Planning, Data Entry, Time Management, Customer Service, Account Management, Accounting, Data Analysis, Editing, Employee Training, English, Event Planning, Microsoft Office, Multilingual, Proofreading, Public Relations, Research, Sales, Software Documentation, Relationship Management, Solution Selling
Education
Portland State University 2003 — 2006
Bachelor of Science, Psychology
University of Guam
Academy of Our Lady of Guam 1995 — 1999
James Sager James Sager's FocusPoint Solutions Experience March 2011 - Present
Job Director of Implementation & Development at FocusPoint Solutions
Industry Financial Services
Experience
FocusPoint Solutions March 2011 - Present
FocusPoint Solutions September 2005 - March 2011
FocusPoint Solutions, Inc. September 2005 - December 2009
Skills
Project Management, Agile Methodologies, Business Analysis, Change Management, SQL, Strategic Planning, Software Project..., Program Management, Team Leadership, Microsoft SQL Server, Scrum, Process Improvement, Management Consulting, Cross-functional Team...
Education
College for Financial Planning 2008 — 2009
Financial Planning and Services
Oregon State University 2001 — 2005
Bachelor's of Science, International & Financial Economics
FocusPoint Solutions March 2011 - Present
FocusPoint Solutions September 2005 - March 2011
FocusPoint Solutions, Inc. September 2005 - December 2009
Skills
Project Management, Agile Methodologies, Business Analysis, Change Management, SQL, Strategic Planning, Software Project..., Program Management, Team Leadership, Microsoft SQL Server, Scrum, Process Improvement, Management Consulting, Cross-functional Team...
Education
College for Financial Planning 2008 — 2009
Financial Planning and Services
Oregon State University 2001 — 2005
Bachelor's of Science, International & Financial Economics
Chad Grooms Chad Grooms's FocusPoint Solutions Experience April 2014 - Present
Job Software Architect at FocusPoint Solutions
Industry Computer Software
Experience
FocusPoint Solutions April 2014 - Present
Dinobyte, LLC July 2012 - April 2014
Dedicated Technologies Inc. 2009 - 2012
Skills
.NET, NHibernate, Castle Windsor, Technical Writing, NUnit, Test Driven Development, LAMP Stack, PHP, MySQL, SQL Server, jQuery, Advanced CSS, Business Application..., WordPress, Joomla, C#, VB.NET, Agile Methodologies, AJAX, UI Design, Database Design, Systems Integration, SSRS, eCommerce, WCF, ASP.NET MVC, TFS
Education
Columbus State
TechSkills-Columbus
FocusPoint Solutions April 2014 - Present
Dinobyte, LLC July 2012 - April 2014
Dedicated Technologies Inc. 2009 - 2012
Skills
.NET, NHibernate, Castle Windsor, Technical Writing, NUnit, Test Driven Development, LAMP Stack, PHP, MySQL, SQL Server, jQuery, Advanced CSS, Business Application..., WordPress, Joomla, C#, VB.NET, Agile Methodologies, AJAX, UI Design, Database Design, Systems Integration, SSRS, eCommerce, WCF, ASP.NET MVC, TFS
Education
Columbus State
TechSkills-Columbus
Scott Conroy Scott Conroy's FocusPoint Solutions Experience May 2011 - March 2012
Job Senior Vice President, RIA Solutions at LPL Financial
Industry Financial Services
Experience
LPL Financial April 2015 - Present
LPL Financial March 2012 - Present
FocusPoint Solutions May 2011 - March 2012
TD Ameritrade July 2007 - May 2011
TD Ameritrade May 2005 - July 2007
TD Waterhouse Institutional Services March 2000 - April 2005
Skills
Series 7, Retirement Planning, Investments, Series 63, Asset Management, CRM, Financial Reporting, Asset Managment
Education
Springfield College 1995 — 1999
Bachelor of Science
Cardinal Spellman High School 1991 — 1995
LPL Financial April 2015 - Present
LPL Financial March 2012 - Present
FocusPoint Solutions May 2011 - March 2012
TD Ameritrade July 2007 - May 2011
TD Ameritrade May 2005 - July 2007
TD Waterhouse Institutional Services March 2000 - April 2005
Skills
Series 7, Retirement Planning, Investments, Series 63, Asset Management, CRM, Financial Reporting, Asset Managment
Education
Springfield College 1995 — 1999
Bachelor of Science
Cardinal Spellman High School 1991 — 1995
Joe Daigle Joe Daigle's FocusPoint Solutions Experience June 2012 - December 2012
Job Sales & Business Development Leader | Enterprise Software | Outside Sales | Cloud, SaaS | Big Data | Financial Services
Industry Information Technology and Services
Experience
The Make It Rain Group, Inc. January 2013 - Present
FocusPoint Solutions June 2012 - December 2012
Omnivest Global 2011 - April 2012
Total Rebalance Expert 2011 - 2011
Interactive Advisory Software Inc. (IAS) 2007 - 2011
Emerging Information Systems Inc. (EISI) 2006 - 2007
Summit Ventures, LLC 2002 - 2005
JPMorgan Chase Investment Service Corporation 1992 - 2002
Skills
Business Development, Financial Services, Wealth Management, Investments, Solution Selling, Portfolio Management, Relationship Management, Financial Advisory, Outside Sales, Customer Acquisition, Asset Management, Fixed Annuities, Forecasting, New Business Development, Enterprise Software, Leadership, CRM, Salesforce.com, Cold Calling, Asset Allocation, Strategic Partnerships, Series 63, Series 7, Investment Advisory, Sales, Securities, Strategic Financial..., Investment Management, Marketing Strategy, Outsourcing, Selling, Sales Operations, CXO, Start-ups, Marketing, Strategy, Microsoft Office, Management, Financial Planning, Project Portfolio...
Education
Iona College
Business Administration and Management, General
Westchester Community College
Business Administration
The Make It Rain Group, Inc. January 2013 - Present
FocusPoint Solutions June 2012 - December 2012
Omnivest Global 2011 - April 2012
Total Rebalance Expert 2011 - 2011
Interactive Advisory Software Inc. (IAS) 2007 - 2011
Emerging Information Systems Inc. (EISI) 2006 - 2007
Summit Ventures, LLC 2002 - 2005
JPMorgan Chase Investment Service Corporation 1992 - 2002
Skills
Business Development, Financial Services, Wealth Management, Investments, Solution Selling, Portfolio Management, Relationship Management, Financial Advisory, Outside Sales, Customer Acquisition, Asset Management, Fixed Annuities, Forecasting, New Business Development, Enterprise Software, Leadership, CRM, Salesforce.com, Cold Calling, Asset Allocation, Strategic Partnerships, Series 63, Series 7, Investment Advisory, Sales, Securities, Strategic Financial..., Investment Management, Marketing Strategy, Outsourcing, Selling, Sales Operations, CXO, Start-ups, Marketing, Strategy, Microsoft Office, Management, Financial Planning, Project Portfolio...
Education
Iona College
Business Administration and Management, General
Westchester Community College
Business Administration
Jesse Houston Jesse Houston's FocusPoint Solutions Experience June 2012 - August 2012
Job Relationship Manager at Sunwest Bank
Industry Banking
Experience
Sunwest Bank November 2013 - Present
Rehabilitation Institute of Southern California (RIO) March 2014 - Present
Wedbush Securities June 2013 - November 2013
Wedbush Securities January 2013 - June 2013
FocusPoint Solutions June 2012 - August 2012
J & L Equipment and Service LLC 2006 - 2011
Skills
Financial Analysis, Portfolio Management, Public Speaking, Analysis, Finance, Market Research, Research, PowerPoint, Microsoft Excel, Business Strategy, Microsoft Office, Team Leadership, Microsoft Word, Social Media Marketing, Marketing Strategy, Customer Service, Facebook, Project Management, New Business Development, Business Development
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2011 — 2013
Master of Business Administration (M.B.A.), Finance, General
Chapman University 1999 — 2003
Bachelor of Arts (BA), Psychology
Sunwest Bank November 2013 - Present
Rehabilitation Institute of Southern California (RIO) March 2014 - Present
Wedbush Securities June 2013 - November 2013
Wedbush Securities January 2013 - June 2013
FocusPoint Solutions June 2012 - August 2012
J & L Equipment and Service LLC 2006 - 2011
Skills
Financial Analysis, Portfolio Management, Public Speaking, Analysis, Finance, Market Research, Research, PowerPoint, Microsoft Excel, Business Strategy, Microsoft Office, Team Leadership, Microsoft Word, Social Media Marketing, Marketing Strategy, Customer Service, Facebook, Project Management, New Business Development, Business Development
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2011 — 2013
Master of Business Administration (M.B.A.), Finance, General
Chapman University 1999 — 2003
Bachelor of Arts (BA), Psychology
Kelly LaPalio Kelly LaPalio's FocusPoint Solutions Experience January 2005 - Present
Job Vice President of National Accounts
Industry Financial Services
Experience
FocusPoint Solutions January 2005 - Present
Virtual Solutions Consortium September 2009 - May 2010
Invesco Ltd. August 1999 - January 2005
Scudder Investments (formerly Kemper Funds) 1998 - 1999
Education
University of Illinois at Urbana-Champaign 1994 — 1998
BS, Finance
Hinsdale South High School 1990 — 1994
FocusPoint Solutions January 2005 - Present
Virtual Solutions Consortium September 2009 - May 2010
Invesco Ltd. August 1999 - January 2005
Scudder Investments (formerly Kemper Funds) 1998 - 1999
Education
University of Illinois at Urbana-Champaign 1994 — 1998
BS, Finance
Hinsdale South High School 1990 — 1994
Tony Nichols's FocusPoint Solutions Experience January 2009 - March 2013
Job Regional Sales Manager at Bridgewell Resources LLC
Industry Financial Services
Experience
Bridgewell Resources LLC March 2013 - Present
FocusPoint Solutions January 2009 - March 2013
FocusPoint Solutions May 2006 - January 2009
Datalynx/Fiserv Trust Company July 2004 - May 2006
Columbia Management Group November 1996 - October 2003
Bank of America/Columbia Management 1998 - 2003
Crabbe Huson Funds 1996 - 1998
Skills
Management
Education
Kansas State University
Bachelor of Applied Science (BASc), Economics
The University of Kansas
Bridgewell Resources LLC March 2013 - Present
FocusPoint Solutions January 2009 - March 2013
FocusPoint Solutions May 2006 - January 2009
Datalynx/Fiserv Trust Company July 2004 - May 2006
Columbia Management Group November 1996 - October 2003
Bank of America/Columbia Management 1998 - 2003
Crabbe Huson Funds 1996 - 1998
Skills
Management
Education
Kansas State University
Bachelor of Applied Science (BASc), Economics
The University of Kansas
Evan Kellenberger's FocusPoint Solutions Experience April 2011 - Present
Job •Regional Vice President of Sales at FocusPoint Solutions
Industry Financial Services
Experience
FocusPoint Solutions April 2011 - Present
Symons Capital Management July 2008 - January 2011
Fidelity Investments February 2004 - February 2008
Education
Capital University 1988 — 1992
BS, Business
FocusPoint Solutions April 2011 - Present
Symons Capital Management July 2008 - January 2011
Fidelity Investments February 2004 - February 2008
Education
Capital University 1988 — 1992
BS, Business