Folio Investing

Industry: Company

Description

Founded: 1999 Parent organization: Folio Financial Subsidiary: BUYandHOLD, Inc.

Folio Investing List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Folio Investing. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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Folio Investing Employees

Employee
Years
Job
Industry
Eyad Makki Eyad Makki Washington D.C. Metro Area Details
Eyad Makki's Folio Investing Experience July 2014 - May 2015
Job Consultant at NETE
Industry Information Technology and Services
Experience
NETE  August 2015 - Present
Us to US   November 2013 - Present
Folio Investing   July 2014 - May 2015
Freelance Projects  November 2013 - April 2015
WorldComp   July 2014 - July 2014
CGI  January 2014 - April 2014
The American Institute of Architects (AIA)   December 2011 - January 2014
Saudis in USA  August 2011 - October 2013
General Dynamics Information Technology  March 2010 - October 2011
Freelancing  October 2001 - February 2010

Skills
CSS, Web Development, jQuery, JavaScript, HTML 5, CSS3, PHP, CMS, SASS, HTML, Bootstrap, Web Applications, Front-end, Web Design, Joomla, WordPress, E-commerce, Website Development, Leadership, Problem Solving, Information Architecture, User Experience, SEO, Flash, Programming, Drupal, XML, Apache, Web Services, Dreamweaver, Database Design, User Interface, MySQL, AJAX, Databases, Requirements Analysis, .NET, Multimedia, Video Editing, ActionScript, Google Analytics, Web Standards, Wireframes, Mobile Applications, Microsoft SQL Server, Accessibility, Usability, Adobe Creative Suite, DHTML, ASP

Education
The Catholic University of America   2010 — 2015
PhD, Computer Science

Indiana University Bloomington   2007 — 2009
Master, Information Science, 3.7 out of 4

King Faisal University, Saudi Arabia   1992 — 1997
Bachelors, Management Information Systems

Jon Bluth Jon Bluth Washington D.C. Metro Area Details
Jon Bluth's Folio Investing Experience November 2013 - Present
Job Vice President, Product Development at Folio Investing
Industry Information Technology and Services
Experience
Folio Investing   November 2013 - Present
SunGard Business Systems, LLC   June 2009 - January 2013
SunGard Financial Systems  June 1998 - June 2009
Plaid Brothers Software, Inc.   December 1996 - June 1998
Multex  April 1995 - December 1996
Automatic Data Processing  December 1988 - March 1995

Skills
Strategic Planning, Program Management, Mobile Solutions, Customer Relations, Product Management, Strategy Development, Product Strategy, Business Strategy, Cross-functional Team..., Process Improvement, Business Analysis, Competitive Analysis, New Business Development, Channel Management, Requirements Analysis, Agile, Negotiation, Pricing, Business Process..., Product Launch, Strategy, Agile Methodologies, Business Development, Financial Services, Management, Customer Service, Strategic Partnerships, Product Development, Project Management, CRM, Integration, Mobile Design, IT Strategy, Start-ups, Enterprise Software, Leadership, Mobile Devices, Mergers & Acquisitions, Go-to-market Strategy, Business Planning, Executive Management, Team Leadership, Marketing Strategy, Vendor Management, Team Building, Analytics, Sales, Cloud Computing, Portfolio Management, Product Marketing

Education
Fairleigh Dickinson University   1983 — 1985
Master of Arts (MA), Psychology

Muhlenberg College   1979 — 1983
Bachelor of Arts (BA), Psychology, Natural Sciences

Lich Le Lich Le Washington D.C. Metro Area Details
Lich Le's Folio Investing Experience May 2015 - Present
Job Quality Assurance Analyst @ Folio Investing
Industry Information Technology and Services
Experience
Folio Investing   May 2015 - Present
Jones/NCTI  July 2012 - May 2015
Jones International LTD  October 2008 - July 2012
iBeta Quality   October 2007 - October 2008
LSIBoulder CO   October 2005 - April 2007

Skills
Agile Methodologies, Integration, User Acceptance Testing, Business Analysis, Testing, Leadership, Scrum, Agile Project Management, SDLC, Test Execution, Release Management, SharePoint, Unix, XML, Visio, SQL, Microsoft SQL Server, Databases, C, MySQL, Windows, Regression Testing, Test Planning, Test Cases, Software Documentation, Software Development, Troubleshooting, Software Project..., Requirements Analysis, Project Management, Security, Telecommunications, Quality Assurance, Management, Process Improvement, Product Management, Vendor Management

Education
University of Colorado Denver   1999 — 2006
Master of Science, Computer Science Engineering

University of Colorado Denver   1999 — 2006
Bachelor of Science, Computer Science Engineering

Jianfei(Jeffery) He Jianfei(Jeffery) He Washington D.C. Metro Area Details
Jianfei(Jeffery) He's Folio Investing Experience August 2014 - Present
Job Software Engineer at Folio Investing
Industry Computer Software
Experience
Folio Investing   August 2014 - Present
United Mortgage Plus   June 2013 - August 2013
Henan Academy of Sciences Institute of Applied Physics, China   August 2011 - December 2011

Skills
Java, C, Python, Ruby on Rails, SQL, Algorithms, Web Development, MySQL, JavaScript, Software Engineering, PHP, HTML, Java Enterprise Edition, WordPress, Ping Pong, Computer Network..., J2EE, SpringSource, Gamemaker, Assembly Language, Databases, Sybase, Subversion, JUnit, Digital Photography, CSS, Linux, JSP

Education
The George Washington University   2012 — 2014
Master's degree, Computer Science

Zhengzhou University   2008 — 2011
Bachelor's degree, Computer Science

Melanie Mitchell Melanie Mitchell Washington D.C. Metro Area Details
Melanie Mitchell's Folio Investing Experience June 2008 - June 2009
Job Managing Director/Head of Central Region, Strategic Search at Microsoft
Industry Marketing and Advertising
Experience
Microsoft  September 2015 - Present
Consultant  March 2013 - September 2015
Digitas  July 2009 - February 2013
Folio Investing   June 2008 - June 2009
AOL  September 2004 - February 2008
Network Solutions  June 2000 - September 2004
International Union of Operating Engineers  February 1998 - June 2000

Skills
Mobile Marketing, Marketing Strategy, Video Marketing, Managing Large Budgets, SEM, SEO, SMO, Search Analysis, Local Search, Digital Marketing, Online Marketing, PPC, E-commerce, Business Development, Digital Strategy, Analytics, Web Analytics, Online Advertising, Organic Search, Advertising, Multi-channel Marketing, Interactive Marketing, Affiliate Marketing, Start-ups, Web Marketing, Marketing Management, Marketing, Social Media, Google Adwords, New Media, Lead Generation, Google Analytics, Blogging, Omniture, Integrated Marketing, Email Marketing

Education
George Mason University   1990 — 1994
Bachelor of Science, Marketing

Sandip Southekal Sandip Southekal Santa Monica, California Details
Sandip Southekal's Folio Investing Experience June 2010 - July 2010
Job Software Engineer in Test at ZipRecruiter
Industry Internet
Experience
ZipRecruiter  April 2015 - Present
Gifts.com  January 2013 - April 2015
TriVest Folio   July 2013 - December 2014
Party Earth  September 2010 - January 2013
Folio Investing   June 2010 - July 2010
Convergent Wealth Advisors  February 2010 - May 2010
Party Earth  June 2009 - January 2010

Skills
Social Media, Market Research, Analytics, Data Analysis, Start-ups, Strategy, Management, Analysis, Product Management, Product Development, Investments, Finance, Portfolio Management, Leadership, Entrepreneurship, Competitive Analysis, Mobile Devices, Business Development, Project Management, Jenkins, Continuous Integration, Python, MySQL, WebDriver, Agile Methodologies

Education
University of Maryland College Park   2008 — 2010
Master of Science, Telecommunications Management

Visvesvaraya Technological University   2004 — 2008
Bachelors of Engineering, Telecommunications Engineering

Cara Cassner Cara Cassner Greater Philadelphia Area Details
Cara Cassner's Folio Investing Experience July 2012 - January 2014
Job Digital Marketing Manager at The Kendal Corporation
Industry Hospital & Health Care
Experience
The Kendal Corporation  June 2015 - Present
AFBA  January 2014 - June 2015
Folio Investing   July 2012 - January 2014

Education
Penn State University   2005 — 2009
Bachelor of Arts (B.A.), Integrative Arts

Katherine Sydnor Katherine Sydnor Washington D.C. Metro Area Details
Katherine Sydnor's Folio Investing Experience September 2013 - Present
Job Corporate Recruiter
Industry Staffing and Recruiting
Experience
Folio Investing   September 2013 - Present
Smart Synergies, Inc  June 2011 - September 2013
Modis  July 2010 - July 2011
AboutWeb  January 2008 - December 2008
INTECH, Inc  December 2002 - December 2007

Skills
Funny, Technical Recruiting, Screening, Creative Sourcing, Talent Acquisition, Temporary Staffing, Sourcing, Staffing Services, Applicant Tracking..., Recruiting, Benefits Negotiation, Internet Recruiting, Executive Search, Contract Recruitment, Consulting, Onboarding, College Recruiting, Cold Calling, Human Resources, IT Recruitment, Management, Information Technology, Temporary Placement, Taleo, Screening Resumes, Interviews, Corporate Recruiting, Business Development, Networking, Staff Augmentation, Permanent Placement, SDLC, Employee Relations, Training, Vendor Management, Account Management, Candidate Generation, Search, Industrial Sector, Hiring

Education
Fashion Institute of Technology   1980 — 1982
Associates Degree, Advertising/Communications

Manhasset High School   1976 — 1980
High School Regents Diploma, Regent's Diploma

Erik Bolzner Erik Bolzner Rochester, New York Area Details
Erik Bolzner's Folio Investing Experience December 2014 - Present
Job Institutional Rep. at Folio Investing
Industry Financial Services
Experience
Folio Investing   December 2014 - Present
Sage Rutty & Co., Inc   June 2012 - November 2014
Sage Rutty & Co., Inc   November 2008 - July 2012

Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Securities, PowerPoint, Retirement, CRM, Uniform Combined State..., Mutual Funds, Series 7, Outlook, SmartStation, Technology, Series 66, Life Insurance, Variable Annuities, Health Insurance

Education
Nazareth College of Rochester   2010 — 2012
Bachelor's Degree, Finance, Economics

Monroe Community College   2008 — 2010
Associates Degree, Business Admin.

Jill Brown Jill Brown Washington D.C. Metro Area Details
Jill Brown's Folio Investing Experience March 2014 - Present
Job Vice President at Folio Investing
Industry Financial Services
Experience
Folio Investing   March 2014 - Present
Thompson Hospitality  February 2010 - March 2014
Sport & Health  September 2002 - November 2009
RTC  February 1998 - September 2002

Skills
Onboarding, Human Resources, Recruiting, Employee Relations, Performance Management, Talent Acquisition, Salary, Training, HR Consulting, Labor Relations, Retention Strategies, Hiring, Benefits Administration, New Hire Orientations

Education
The George Washington University   1991 — 1995
BBA, HR/Finance

Michael Sakhatsky Michael Sakhatsky Washington D.C. Metro Area Details
Michael Sakhatsky's Folio Investing Experience March 2014 - October 2014
Job Senior Software Architect at Greensmith Energy Management Systems
Industry Computer Software
Experience
Greensmith Energy Management Systems  October 2014 - Present
Folio Investing   March 2014 - October 2014
FINRA  August 2009 - March 2014
Integic (Northrop Grumman)   February 2004 - August 2009
Evincible Software   December 2000 - February 2004
SAGE – Best Software   March 1999 - December 2000
ASI  December 1994 - March 1999
The Barcode Company   September 1993 - December 1994

Skills
Software Development, Database Design, Data Warehousing, Java, Databases, JavaScript, Oracle, Design Patterns, Hive, System Architecture, Hadoop, C++, Python, Big Data, SQL, Linux, Enterprise Architecture, Web Services, SOA, XML

Education
Lomonosov Moscow State University (MSU)   1987 — 1990
Master’s Degree, School of Calculus Mathematics and Cybernetics, 4.0

Московский Государственный Технологический Университет (Станкин) / Moscow State Technological University "Stankin"   1981 — 1986
Master’s Degree, Mechanical Engineering

Christopher Skelly Christopher Skelly Washington D.C. Metro Area Details
Christopher Skelly's Folio Investing Experience January 2011 - January 2012
Job SVP, Product
Industry Financial Services
Experience
The Rock Creek Group  March 2015 - Present
LivingSocial  January 2012 - December 2014
Folio Investing   January 2011 - January 2012
INEX Exchange / FourthLock Solutions LLC   June 2009 - January 2011
NASDAQ OMX  March 2002 - June 2009
Vicious Systems / Seurat Consulting   2000 - 2001
American Management Systems (AMS)   1997 - 2000
Global Proxy Services Corporation   1991 - 1996

Skills
Product Management, Analytics, Financial Analysis, Corporate Governance, Financial Modeling, Business Strategy, Financial Services, Change Management, Mergers & Acquisitions, Strategic Partnerships, Mergers, Business Analysis, Management, Start-ups, Strategy, Executive Management, Business Development, Leadership

Education
Georgetown University - The McDonough School of Business   1996 — 1997
MBA, Finance

Boston College   1987 — 1991
BA, Economics

Cathy Sentnor Cathy Sentnor Bethesda, Maryland Details
Cathy Sentnor's Folio Investing Experience June 2012 - November 2013
Job Senior Director Marketing at Stop Aging Now
Industry Health, Wellness and Fitness
Experience
Stop Aging Now  November 2013 - Present
Folio Investing   June 2012 - November 2013
InvestorPlace Media, LLC  March 2007 - June 2012
NADA  September 1989 - November 2006

Skills
Marketing Strategy, Marketing, Database Marketing, Web Marketing, Competitive Analysis, New Media, Email Marketing, Online Advertising, Lead Generation, Direct Marketing, Direct Mail, Social Media, E-commerce, Advertising, Online Marketing, Google Analytics, SEM, Public Relations, Newsletters, Strategy, SEO, Creative Direction, Multi-channel Marketing

Education
Montgomery College   2015 — 2016
Digital Media & Web Technology, Web Page, Digital/Multimedia and Information Resources Design

West Virginia University   1985 — 1989
B.S., Journalism/Marketing

Potomac State College of West Virginia University   1983 — 1985
Associate of Science (A.S.), Business/Commerce, General

Mathias Abraham Mathias Abraham San Francisco Bay Area Details
Mathias Abraham's Folio Investing Experience December 2012 - November 2013
Job Java Software Engineer | Entrepreneur
Industry Computer Software
Experience
Smart Apps   February 2014 - Present
Folio Investing   December 2012 - November 2013
W. R. Berkley Corporation   August 2012 - October 2012
University of Iowa  October 2011 - August 2012
EXECUTE SOFTWARE and IT SOLUTIONS   2009 - 2010
ULTIMATE COMPUTER SYSTEMS   2007 - 2010

Skills
Cloud Computing, Problem Solving, TDD, Servlets, JSP, J2EE, Hibernate, AJAX, XML, RUP, JSF, Core Java, Tomcat, Eclipse, Spring, Java, JDBC, JUnit, Design Patterns, MySQL, SQL Server, MVC, Ruby, Ruby on Rails, Github, Git, Heroku, Java Enterprise Edition, Microsoft SQL Server, Test Driven Development, JavaScript, Oracle, OOP, JPA, jQuery, Object Oriented Design, SQL, Linux, PHP, Unix, Web Development, SDLC, Programming, Spring Framework, Agile Methodologies

Education
Maharishi University of Management   2011 — 2014
Master's, Computer Science

Virginia International University   2010 — 2010
BS, Business Administration

HiLCoE School of Computer Science and Technology   2007 — 2010
B.S., Computer Science, 3.6

Aidan Reilly-Seivert Aidan Reilly-Seivert Columbia, Maryland Details
Aidan Reilly-Seivert's Folio Investing Experience February 2015 - Present
Job Director of Product Development/Project Management at Folio Investing
Industry Financial Services
Experience
Folio Investing   February 2015 - Present
Folio Investing   December 2013 - February 2015
AXA Advisors  June 2013 - December 2013
JHR Baltimore   January 2011 - June 2013
Merrill Lynch  April 2006 - September 2006

Skills
Project Management, Product Development, SaaS, Business Analysis, Financial Analysis, SQL, Risk Management, Securities, Investments, Mutual Funds, Series 7, Salesforce.com, Financial Services, IT Solutions, Equities, Asset Allocation, Wealth Management, Retirement Planning

Education
University of Maryland Baltimore County
Bachelor of Science (BS), Accounting and Finance

River Hill High School   2000 — 2004

Harold Solomon Harold Solomon Richmond, Virginia Area Details
Harold Solomon's Folio Investing Experience January 2015 - Present
Job Department Manager at Folio Investing
Industry Investment Banking
Experience
Folio Investing   January 2015 - Present
Wells Fargo Advisors  June 2014 - January 2015
BB&T  June 2011 - June 2014
E*TRADE Financial  September 2009 - December 2010
Wachovia Securities  August 2006 - March 2009
Wachovia Securities, LLC  January 2004 - August 2006
Wachovia Securities, LLC  January 2003 - January 2004
Wachovia Securities, LLC  January 2001 - January 2003
Wachovia Bank  September 1999 - January 2001
Wachovia Bank  September 1998 - September 1999

Skills
Securities, Trading, Banking, Software Documentation, Equities, Process Improvement, Credit, FINRA, Management, Investments, Financial Services, Leadership, Series 63, Portfolio Management, Loans, Customer Service, Mutual Funds, Business Planning, Back Office, Mergers & Acquisitions, Series 7, Mergers, Security Operations, Operations Management, Training, Insurance, Risk Management, Fixed Income, Asset Management, Wealth Management, Innovation Development, Relationship Management

Education
Virginia Commonwealth University - School of Business   1994 — 1996
Business

J Sargeant Reynolds Community College   1993 — 1994
Business Administration and Management, General

Henrico High School   1989 — 1993
High School

Brookland Middle School

Carolyn Permentier Carolyn Permentier Dallas/Fort Worth Area Details
Carolyn Permentier's Folio Investing Experience January 2007 - November 2008
Job Senior Copywriter, Direct Response Copywriter, B2B Copywriter, B2C Copywriter, Content Strategist/Creator
Industry Marketing and Advertising
Experience
Permentier & Associates   January 2011 - Present
Investing Daily  January 2009 - December 2010
Folio Investing   January 2007 - November 2008
Consulting & Copywriting   January 2001 - November 2006
The Writers Club   February 1997 - November 2000
RPM Advertising  January 1993 - December 1996

Skills
Marketing Communications, Copywriting, Advertising, Online Advertising, Creative Strategy, Conceptual, SEO Content, video scripts, Promotions, Landing Pages, SEO, Direct Mail, Email Marketing, Video, Direct Response, Radio Advertising, Integrated Marketing, Creative Direction, Newsletters, Marketing Strategy, Direct Marketing, Lead Generation, Web Content, Multi-channel Marketing, Online Marketing, Entrepreneurship, E-commerce, SEM, Digital Marketing, Web Marketing, Graphic Design, Brand Development, Marketing, Start-ups, Strategy, PPC, Mobile Marketing, Website Development, B2B Marketing, Affiliate Marketing, Public Relations, Product Marketing, Marketing Copy, Strategic Partnerships, Publishing, SEO copywriting, Content Marketing, Content Development, Interactive Marketing, Digital Strategy

Education
Anne Arundel Community College   2001 — 2002
No degree program, Psychology, Human Services and Group Counseling, 4.0

Yichao Yu Yichao Yu Washington D.C. Metro Area Details
Yichao Yu's Folio Investing Experience October 2012 - Present
Job Software Developer at Folio Investing
Industry Computer Software
Experience
Folio Investing   October 2012 - Present
Giftablee   June 2012 - August 2012
World Three Technologies   May 2011 - August 2011

Skills
C++, C, Java, Matlab, Linux, Mandarin, Photoshop, Android, Eclipse, Statistics, Software Development, Embedded Systems, Github, PHP, Python, Django, Google Analytics, Web Development, jQuery, HTML, CSS3, PhoneGap, PostgreSQL, Shanghainese, J2EE Application..., REST, JBoss Application Server, Wordpress

Education
The George Washington University   2010 — 2012
Master of Science (MS), Computer Science

Shanghai Jiao Tong University   2006 — 2010
Bachelor of Science (BS), Computer Science

Jason Weyant Jason Weyant Washington D.C. Metro Area Details
Jason Weyant's Folio Investing Experience January 2009 - December 2010
Job Marketing Communications Writer at ProFund Advisors LLC
Industry Financial Services
Experience
ProFund Advisors LLC  December 2010 - Present
Folio Investing   January 2009 - December 2010
Projectalent   September 2008 - January 2009
Wachovia Securities  2005 - 2008
A.G. Edwards & Sons, Inc.   2005 - 2007
Legg Mason  2001 - 2005
Legg Mason  1998 - 2001

Skills
Web Content Management, Project Management, Branding & Identity, Marketing Management, Research, Web Marketing, Email Marketing, Marketing Communications, Digital Marketing, Copywriting, Online Advertising, Marketing Strategy, Marketing, Social Media Marketing, Direct Marketing, Social Media, Web Project Management, SEO, Advertising, Integrated Marketing

Education
University of Maryland College Park   1992 — 1997
Bachelor of Arts (BA), Communications

Stephen Corwin Stephen Corwin Mclean, Virginia Details
Stephen Corwin's Folio Investing Experience March 2015 - Present
Job UI Developer at Folio Investing
Industry Computer Software
Experience
Folio Investing   March 2015 - Present
Millennial Media  February 2014 - March 2015
BLDG25  August 2013 - February 2014
System Technologies Advanced Research Inc   November 2012 - July 2013
Dragon's Lair   November 2011 - February 2012
GameStop  November 2009 - January 2010

Skills
Unreal Engine 4, Unity3D, Programming, Mobile Applications, Software Engineering, C, C++, C#, Visual Studio, PHP, Java, JavaScript, SQL, Game Development, Software Development, HTML, Object Oriented Design, Adobe Creative Suite, Eclipse, Photoshop, Illustrator, Dreamweaver, Flash, Android Development, 3D Modeling, Linux, Flex, MySQL, OOP, Git, XML, CSS, Android, Lightwave, Silverstripe, SASS, WordPress, Newtek Lightwave, Raspberry Pi, MySQL Workbench, ActionScript, SourceTree, jQuery, Model View Controller, GruntJS, AngularJS

Education
ECPI College of Technology   2010 — 2013
Bachelor of Science (B.S.), Simulation and Game Programming, 3.5

Jenita Mammen Jenita Mammen Washington D.C. Metro Area Details
Jenita Mammen's Folio Investing Experience October 2014 - Present
Job MBA, Marketing & Sales Professional Investment Products & Services
Industry Financial Services
Experience
Folio Investing   October 2014 - Present
ProFunds Group   March 2008 - December 2012
HSBC Investments  June 2003 - December 2006
HSBC Investments  April 2002 - June 2003

Skills
Equities, Marketing, Sales, Mutual Funds, Portfolio Management, Business Strategy, Leadership, Investments, Relationship Management, Banking, Competitive Analysis, Direct Marketing, Brand Management, Management, Team Management, Business Development

Education
Georgetown University   2015 — 2015
Certificate in Marketing, Marketing

Institute of Management Development & Research   2000 — 2002
Master of Business Administration, Marketing

University of Kerala   1996 — 1999
Bachelor of Business Administration, Marketing & Finance

Joy M. D'Amore, JD Joy M. D'Amore, JD Dallas/Fort Worth Area Details
Joy M. D'Amore, JD's Folio Investing Experience 2002 - 2007
Job Director of Global Talent Acquisition at Everest Group
Industry Management Consulting
Experience
Everest Group  June 2015 - Present
Russell Investments  September 2013 - May 2015
Joy M. D'Amore Consulting   2012 - 2013
H.I.G. Capital, LLC   2007 - 2011
FOLIO Investing   2002 - 2007
D'Amore HR CONSULTING   2001 - 2002
Zaplet (acquired by MetricStream)   2000 - 2001
Amazon.com  1998 - 1999
Manugistics  1997 - 1998
HR Consulting  1994 - 1996

Skills
Executive Coaching, Team Building, Talent Acquisition, Talent Assessment, Organizational..., Employee Relations, Leadership Development, Performance Management, Change Management, Management Consulting, Training, Strategic HR, Talent Management, Conflict Management, Employee Engagement, HR Generalist, Global HR Leadership, Staff Development, Private Equity, Financial Services, Succession Planning, Research, Marketing, Executive Search, Strategic Sourcing, Vendor Selection and..., Human Resources, Executive Search Firm..., Assessment and Selection, Compensation, Benefits Planning, Career Counseling, E-commerce, Recruiting, Leadership, Human Capital, Mergers & Acquisitions, MBTI, Strategy, Workshop Facilitation, Sourcing, Onboarding, Applicant Tracking..., Employment Law, Supply Chain Software, Teaching Legal Research..., Deferred Compensation, Employee Benefits, Internet Recruiting, Program Management

Education
Wesleyan University
BA, cum laude, College of Social Studies, High Distinction

American University, Washington College of Law
JD, Law

American University   1992 — 1995
M.S., Organization Development

Sidwell Friends School
HS, cum laude

Tia L. Gaymon Tia L. Gaymon Baltimore, Maryland Area Details
Tia L. Gaymon's Folio Investing Experience June 2009 - Present
Job Brokerage Operations Manager at FOLIOfn
Industry Financial Services
Experience
Folio Investing   June 2009 - Present
Navy Federal Credit Union  March 2008 - June 2009
NAPUS Federal Credit Union  February 2006 - March 2008

Skills
Banking, Retirement Savings, Financial Reporting, Tax Reporting, IRAs, Investment Banking, Retail Banking, Cash Handling Experience, Teller Operations, Data Management, Events Coordination, Highly detail oriented, Organization, High level of initiative, Superior Work Ethic, Track Record Of..., Office Management, Customer Service, Professional Services, Innovator, Independent Thinking, Work Well Independently, Team-oriented, Intelligence, Highly motivated..., Common Sense, Fast Learner, Note Taking, Finance, Asset Allocation, Investments, Training, Series 24, Accounting

Education
James Madison University   2000 — 2001
International Business

Hofstra University   1998 — 1999
International Business

T.C. Williams High School

Isabelle Mueller Isabelle Mueller Washington D.C. Metro Area Details
Isabelle Mueller's Folio Investing Experience February 2015 - Present
Job Accountant I
Industry Accounting
Experience
Folio Investing   February 2015 - Present
American Red Cross  September 2014 - Present
H&R Block  December 2014 - April 2015
Fossil Group, Inc.   2011 - 2012

Skills
Teamwork, Retail, Microsoft Word, PowerPoint, Time Management, Customer Service

Education
Texas A&M University-Commerce   2015 — 2016
Master of Science (M.S.), Accounting

Texas A&M University-Central Texas   2012 — 2014
Bachelor of Business Administration (BBA), Accounting

Central Texas College   2007 — 2013

Jorge Alvarez-Marron Jorge Alvarez-Marron Arlington, Virginia Details
Jorge Alvarez-Marron's Folio Investing Experience December 2014 - Present
Job Operations Coordinator at CLASP
Industry Facilities Services
Experience
CLASP  July 2015 - Present
Folio Investing   December 2014 - Present
CLASP  2015 - 2015
Bipartisan Policy Center  March 2013 - November 2014
The Arc of Washington County - MD  February 2011 - March 2013
Kirkland's, Inc.   July 2010 - February 2011
TRAK Companies  1900 - 1900
TRAK Companies  1900 - 1900

Skills
Research, Microsoft Excel, Microsoft Office, Microsoft Word, Policy, Event Planning, Policy Analysis, Social Media, PowerPoint, Budgets, Data Analysis, Nonprofits, Public Policy, Public Speaking, Government, Analysis, Spanish, Fundraising, Politics, Event Management, Photoshop

Education
Shepherd University   2009 — 2013
Bachelor of Music, Cello Performance

Shepherd University   2009 — 2013
Bachelor's degree, Music Performance, General

Leanne Seddon Leanne Seddon Washington D.C. Metro Area Details
Leanne Seddon's Folio Investing Experience April 2004 - May 2005
Job Senior Marketing and Communications Professional
Industry Marketing and Advertising
Experience
Booz Allen Hamilton  2008 - August 2015
Booz Allen Hamilton  2005 - 2008
Folio Investing   April 2004 - May 2005
Independent Marketing Consultant  December 2001 - April 2004
Sage  1999 - 2001
DynCorp International  1996 - 1999
National School Boards Association  January 1994 - June 1996

Skills
Program Management, Analytics, Strategy, Strategic Partnerships, Strategic Communications, Proposal Writing, Competitive Analysis, Cross-functional Team..., Integrated Marketing, Internal Communications, Digital Media, Marketing, Thought Leadership, Cloud Computing, Messaging, Marketing Strategy, Corporate Communications, Digital Marketing, Social Media

Education
University of Pittsburgh
Bachelor of Applied Science (BASc), Business Administration and Management, General

Jon Normile Jon Normile Greater New York City Area Details
Jon Normile's Folio Investing Experience April 2011 - Present
Job VicePresident at Folio Investing
Industry Financial Services
Experience
Folio Investing   April 2011 - Present
Goldman Sachs  2005 - 2011
Instinet Corporation  2003 - 2004
Datek Online (TD Ameritrade)   1996 - 2003
Datek Securities  1995 - 1996
Neiderhoffer Investments   1993 - 1995

Skills
Management, Prime Brokerage, Capital Markets, Derivatives, Electronic Trading, Investments, Product Management, Project Planning, Enterprise Software, Fixed Income, Trading Systems, Equities, Hedge Funds, Project Management, New Business Development, Investment Banking, Equity Derivatives, Trading

Education
Columbia University - Columbia Business School   2000 — 2002
MBA, Finance

Columbia University in the City of New York
BS, Civil Engineering

Bradley Rotter Bradley Rotter Los Angeles, California Details
Bradley Rotter's Folio Investing Experience June 2013 - August 2013
Job Investment Banking Analyst at Duff & Phelps
Industry Investment Banking
Experience
Duff & Phelps  June 2015 - Present
JUMP Investors  September 2014 - February 2015
Citi  June 2014 - August 2014
Folio Investing   June 2013 - August 2013
Convergent Wealth Advisors  January 2013 - April 2013
H. Beck, Inc.   June 2012 - September 2012
Morgan Stanley Wealth Management  January 2010 - September 2010

Skills
Microsoft Excel, Microsoft Office, Social Media, Microsoft Word, PowerPoint, Financial Analysis, Data Analysis, Team Leadership, Accounting, Analysis, Trading

Education
University of California, Los Angeles   2011 — 2015
Business Economics, Economics

Autonomous University of Barcelona   2013 — 2013
Bachelor of Arts (B.A.), International Economics and Finance

Antoine Le Breton Antoine Le Breton Bethesda, Maryland Details
Antoine Le Breton's Folio Investing Experience July 2015 - Present
Job Software Engineer at Folio Investing
Industry Computer Software
Experience
Folio Investing   July 2015 - Present
Horizon Software  September 2010 - May 2015
Horizon Connect   September 2006 - September 2010
Horizon Connect   September 2006 - September 2010

Skills
Java, Software Engineering, Unix, Exchange Connectivity, Software Development, Integration, Technical Support, Agile Methodologies, XML, Multithreading, Software Design, Architectures, Java Enterprise Edition, SQL, Software Deployment, Software Documentation, Software Project..., Java Application..., Architecture, Object Oriented Design, Linux, C++, C#

Education
Université de Rennes I   2005 — 2006
Master of Software Engineer, Computer Software Engineering

Université de Rennes I   2004 — 2005
Master's degree for research, System, network and process architecture

Andrew Theobald Andrew Theobald Falls Church, Virginia Details
Andrew Theobald's Folio Investing Experience April 2014 - Present
Job Billing specialist at Folio investing
Industry Financial Services
Experience
Folio Investing   April 2014 - Present
Apartment Realty Advisors  July 2013 - December 2013
Farmer Mac  May 2012 - August 2012
AFLAC  June 2011 - August 2011
Bishop O'Connell High School  June 2007 - August 2010

Education
University of Dayton   2009 — 2013
Bachelor of Science (BS), Finance, General

William Hoover William Hoover Falls Church, Virginia Details
William Hoover's Folio Investing Experience March 2015 - Present
Job Client Service Representative at Foliofn
Industry Financial Services
Experience
Folio Investing   March 2015 - Present
Ameriprise Financial Services, Inc.   August 2012 - February 2015
Ameriprise Financial Services, Inc.   October 2007 - July 2012
Axiom Resource Management, Inc.   June 2006 - August 2007

Skills
Microsoft Excel, Leadership, Financial Analysis, Social Media, Team Building, Marketing, Management, Social Networking, Financial Planning, Investments

Education
The Ohio State University - The Max M. Fisher College of Business   2006 — 2010
B.S.B.A., Finance

Yupeng Sun Yupeng Sun Arlington, Virginia Details
Yupeng Sun's Folio Investing Experience July 2015 - Present
Job Software Engineer at Folio Investing
Industry
Experience
Folio Investing   July 2015 - Present
TeslaGovernment   May 2013 - June 2015
Beijing PDE Information Technologies Co., Ltd   October 2010 - June 2011
Edgesoft (Dalian) Co., Ltd   June 2009 - April 2010

Skills
java, JavaScript, C++, Oracle, MySQL, jQuery, Linux, C, Spring, Hibernate, CSS, html

Education
The George Washington University   2012 — 2014
Master’s Degree, Computer Science, 3.88

Dalian Institute of Technology   2006 — 2010
Bachelor’s Degree, Software Engineering, 3.3

Yonghee Shin Yonghee Shin Washington D.C. Metro Area Details
Yonghee Shin's Folio Investing Experience April 2013 - Present
Job Software Engineer at Folio Investing
Industry Computer Software
Experience
Folio Investing   April 2013 - Present
George Mason University  August 2012 - April 2013
DePaul University  January 2011 - August 2012
North Carolina State University  August 2004 - December 2010
Cisco  May 2009 - August 2009
AT&T Labs  June 2008 - August 2008
ABB Inc.  May 2005 - August 2005

Skills
Computer Science, Machine Learning, Software Engineering, Data Mining, Testing, Java, Linux, Programming, Algorithms, Research, Web Applications

Education
North Carolina State University   2004 — 2010
Ph.D., Computer Science

Texas A&M University   2001 — 2003
M.S., Computer Science

Sookmyung Women's University
B.S., Computer Science

Austin Libowitz Austin Libowitz Greater New York City Area Details
Austin Libowitz's Folio Investing Experience May 2012 - August 2012
Job Investment Banking Analyst at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank  July 2015 - Present
Robert H. Smith School of Business  August 2012 - December 2014
Deutsche Bank  June 2014 - August 2014
Adams & Royer   June 2013 - August 2013
Folio Investing   May 2012 - August 2012
Raymond James Financial Inc.  2011 - 2012
University of Maryland Sports Marketing  2011 - 2012
University of Maryland Athletic Department - Terrapin Club   2011 - 2011

Skills
Financial Analysis, Research, Finance, Investments, Financial Modeling, Economics, Management, Leadership, Teamwork, Analysis, Mergers & Acquisitions, Entrepreneurship, Data Analysis, Market Research, Valuation, Corporate Finance

Education
University of Maryland - Robert H. Smith School of Business   2010 — 2014
Finance and Information Systems, Finance GPA: 4.00, Cumulative GPA: 3.90, Cum Laude

The American University of Rome   2013 — 2013
Finance and Information Systems

Blaine McLaughlin Blaine McLaughlin Washington D.C. Metro Area Details
Blaine McLaughlin's Folio Investing Experience August 2007 - Present
Job Brokerage Business Development Revolutionizing Private Investing
Industry Financial Services
Experience
Folio Investing   August 2007 - Present
BSI Financial Services  October 2005 - May 2007
Capital One  March 2006 - March 2007
Capital One  June 1999 - February 2006
US Navy  September 1994 - June 1999

Skills
Financial Analysis, Forecasting, Product Development, Leadership, CRM, Marketing, Sales, Business Alliances, Financial Services, Analytics, Credit Cards, Portfolio Management, Investments, Business Development, Business Strategy, Business Analysis, New Business Development, Process Improvement, Business Process..., Project Management, Web-based Project..., Product Management, Contract Negotiation, Credit Risk, Strategic Planning, Strategy, P&L Management, Change Management, Analysis, Management Consulting, Mergers & Acquisitions, Vendor Management, Outsourcing, Cross-functional Team..., Management, Strategic Partnerships, Risk Management

Education
University of Pennsylvania - The Wharton School   2003 — 2005
MBA

University of California, San Diego   1990 — 1994
BA, Economics

Sharon DeStacy Sharon DeStacy Washington D.C. Metro Area Details
Sharon DeStacy's Folio Investing Experience September 2011 - 2013
Job Senior Technical Recruiter at Evolver Inc.
Industry Information Technology and Services
Experience
Evolver  2014 - Present
Folio Investing   September 2011 - 2013
InfoReliance Corporation   2009 - 2011
Excella Consulting  2007 - 2009
KBR, Inc.   2004 - 2006
LCC International, Inc.   1998 - 2002

Skills
Technical Recruiting, Internet Recruiting, Applicant Tracking..., Recruiting, Talent Acquisition, SDLC, Screening, College Recruiting, Onboarding, Executive Search, Contract Recruitment, Screening Resumes

Education
George Mason University
BA

Ashley Theobald Ashley Theobald Greater Pittsburgh Area Details
Ashley Theobald's Folio Investing Experience March 2008 - October 2011
Job Salesforce/Veeva
Industry Information Technology and Services
Experience
Mylan  August 2015 - Present
CARFAX  October 2011 - July 2014
Folio Investing   March 2008 - October 2011
Jazzercise Inc.  October 2004 - October 2011

Skills
Salesforce.com, CRM, Product Management, Project Management, Account Management, Business Analysis, Leadership, Team Building, Vendor Management, Business Development, Management, Training, Process Improvement, Program Management, Marketing Strategy, New Business Development, Cross-functional Team..., Analytics, Marketing, Strategic Planning, Agile Methodologies, Team Leadership, Competitive Analysis, Sales, Product Development, Change Management, Social Media, Sales Management, Coaching, Contract Negotiation, Business Strategy, B2B, Analysis, Sales Process, Project Planning, Market Research, Data Analysis, Customer Retention, Customer Service, Customer Satisfaction, Microsoft Excel, Email Marketing, Software Project..., Social Media Marketing, Business Process..., Salesforce.com..., Salesforce.com..., Salesforce.com..., Sales Operations, Lead Generation

Education
The University of Georgia   1997 — 2001
Bachelor’s Degree, Business

Kate Riche Kate Riche Washington D.C. Metro Area Details
Kate Riche's Folio Investing Experience October 2007 - April 2009
Job Senior UI Engineer at The College Board
Industry Financial Services
Experience
The College Board  May 2012 - Present
FOLIOfn  January 2011 - May 2012
FOLIOfn  May 2009 - December 2010
Folio Investing   October 2007 - April 2009
NYU Stern School of Business  October 2005 - May 2007

Skills
HTML, CSS, JavaScript, WordPress, User Interface Design, User Experience, Web Development, jQuery, Photoshop, HTML 5, User Interface, SEO, Wireframes, Front-end, Interaction Design, Accessibility

Education
New York University   2005 — 2007
Master of Professional Studies, Interactive Telecommunications Program

Carnegie Mellon University   2001 — 2005
Bachelor of Science, Information Systems and Technical Writing

Bert Rutherford Bert Rutherford Washington D.C. Metro Area Details
Bert Rutherford's Folio Investing Experience August 1999 - August 2004
Job Executive Director at ISS | Institutional Shareholder Services
Industry Financial Services
Experience
ISS Institutional Shareholder Services  May 2012 - Present
Ernst & Young  January 2011 - May 2012
Proxy Governance  August 2004 - January 2011
Folio Investing   August 1999 - August 2004

Skills
Project Management, Strategic Planning, Business Analysis, Leadership, Process Improvement, Information Architecture, Team Leadership, Social Media, SQL, Windows, Product Management, E-commerce, HTML, Business Development, Enterprise Architecture, Web Development, Instructional Design, E-Learning, Analytics

Education
Bloomsburg University of Pennsylvania   1994 — 1995
MS, INSTRUCTIONAL TECHNOLOGY

Kutztown University of Pennsylvania   1990 — 1993
BS, TELECOMMUNICATIONS

Takako Okada Takako Okada Greater Atlanta Area Details
Takako Okada's Folio Investing Experience December 2014 - August 2015
Job Experienced Compliance Professional
Industry Financial Services
Experience
Intercontinental Exchange  August 2015 - Present
Folio Investing   December 2014 - August 2015
Capital One  February 2012 - December 2014
FINRA (Financial Industry Regulatory Authority), formerly NASD   1997 - 2011

Skills
US Equities, Securities Regulation, Equity Trading, Broker-Dealer Compliance, SEC and FINRA Rules, Regulatory Analysis, SAS Programming, Bloomberg Terminal, Team Leadership, Training, Japanese Language, SEC, Derivatives, Dodd-Frank, Fixed Income, Capital Markets, Equities, SAS programming, Trading, Analysis, Banking, Risk Management, Investments, FINRA, Portfolio Management, Securities, Anti Money Laundering, Mutual Funds

Education
The Johns Hopkins University - Carey Business School
Master of Business Administration (MBA), Finance

Notre Dame of Maryland University   1994 — 1997
Bachelor of Arts (B.A.), Business/Finance

Nanzan University   1992 — 1994
Associate of Arts (A.A.), English

Robinson, Charlene Robinson, Charlene Washington D.C. Metro Area Details
Robinson, Charlene's Folio Investing Experience November 2007 - December 2014
Job Director at Drama Kids International
Industry Higher Education
Experience
Drama Kids International  July 2015 - Present
Northern Virginia Community College  January 2015 - Present
Folio Investing   November 2007 - December 2014
Fairfax County Public Schools  September 2006 - May 2007
Unisys  December 2004 - May 2005
Childkind, Inc.   October 2003 - November 2004
EPI Breads  May 2003 - August 2003
The Alliance Theatre   November 2002 - December 2002
Global Crossing  January 2001 - April 2002
Westinghouse/RSL COM USA   July 1999 - November 2000

Skills
Equities, Series 7, Series 63, Mutual Funds, Brokers, Securities, Program Management, Series 24, Process Improvement, Financial Services, Team Building, Agile Methodologies, Risk Management, Trading Systems, Leadership

Education
James Madison University   1988 — 1992
Bachelor of Business Administration (BBA), Computer and Information Systems Security/Information Assurance

James Madison High School   1984 — 1988
High School Degree

Chishun Kwong Chishun Kwong Arlington, Virginia Details
Chishun Kwong's Folio Investing Experience October 2013 - February 2014
Job Principal Software Engineer at Genesys
Industry Computer Software
Experience
Genesys  February 2014 - Present
Folio Investing   October 2013 - February 2014
FTEN, a Nasdaq OMX company   October 2006 - June 2013
Orange Communications Inc. / France Telecom S.A.   July 2002 - October 2006
AP Engines  November 2000 - April 2002
Cablevision  December 1999 - November 2000
Thaumaturgix  April 1999 - November 1999
FedEx  April 1997 - March 1999

Skills
Java Enterprise Edition, Trading Systems, Low Latency, Unix, Agile Methodologies, Perl, JMS, Multithreading, Object Oriented Design, Electronic Trading, Software Development, Maven, Tomcat, JUnit, Ant, JBoss Application Server, Spring

Education
Indiana University Bloomington   1990 — 1997
Ph.D., Mathematics

The University of Hong Kong   1986 — 1989
Bachelor of Science (B.Sc.), Mathematics and Physics

Tony Wolak Tony Wolak Washington D.C. Metro Area Details
Tony Wolak's Folio Investing Experience May 2014 - Present
Job Marketing Associate at Folio Investing
Industry Marketing and Advertising
Experience
Folio Investing   May 2014 - Present
Intersections Inc.  July 2013 - March 2014
Freelance Consulting  April 2013 - July 2013
Commonwealth Trading Partners, Inc.   May 2012 - May 2013
Crimson Fly Marketing   May 2011 - August 2011
Middleburg Bank  2010 - 2010

Skills
Program Management, Strategic Planning, Project Management, Marketing Communications, Social Media Marketing, Lead Generation, Data Analysis, Microsoft Office, Research, Marketing, Cross-functional Team..., Social Media, Management Consulting, Analysis, Business Process..., Government, Business Development, Email Marketing, Social Networking, Start-ups

Education
Virginia Polytechnic Institute and State University - Pamplin College of Business   2009 — 2012
Bachelor of Science (BS), Marketing

Adrian College   2008 — 2009

Michele Tulley Michele Tulley Washington D.C. Metro Area Details
Michele Tulley's Folio Investing Experience February 2012 - October 2013
Job GIS Analyst
Industry Civil Engineering
Experience
Folio Investing   February 2012 - October 2013
Strategic Resources, Inc.   August 2011 - December 2011
Lake Manassas Women's Health Associates   August 2010 - June 2011
Michael Baker Corporation  January 2005 - March 2010

Skills
Government, Photography, Training, ESRI, Research, ArcMap, ArcInfo, Access, Cartography, GIS, Digital Photography, Management, Databases

Education
Northwest Missouri State University   1999 — 2002
B.S., Geography

Patrick Berger Patrick Berger Washington D.C. Metro Area Details
Patrick Berger's Folio Investing Experience August 2009 - Present
Job Quantitative Research Analyst at Folio Investing
Industry Financial Services
Experience
Folio Investing   August 2009 - Present
AIB Capital Markets  May 2008 - August 2008
Forefront, Inc.   August 2003 - May 2007

Skills
SQL, Microsoft Excel, Data Analysis, Bloomberg, Business Analysis, Derivatives, Financial Modeling, Quantitative Finance, Access, Matlab, Portfolio Management, SAS, Investments, Equities, Trading, Quantitative Analytics

Education
University College Dublin   2007 — 2009
M.S., Quantitative Finance

Lehigh University   2003 — 2007
B.S., Finance

Steven Wallman Steven Wallman Mclean, Virginia Details
Steven Wallman's Folio Investing Experience November 1997 - Present
Job CEO, FOLIOfn, Inc. and Founder, Folio Investing
Industry Financial Services
Experience
Folio Investing   November 1997 - Present
U.S. Securities and Exchange Commission, Investor Advisory Committee   April 2012 - Present
FOLIOfn, Inc.   1998 - Present
Vistage International  2009 - Present
US Securities and Exchange Commission  July 1994 - November 1997
Covington & Burling  September 1978 - July 1994

Education
Columbia Law School   1975 — 1978
Doctor of Law (J.D.)

Massachusetts Institute of Technology   1975 — 1976
Master of Science (MS), Management

Massachusetts Institute of Technology   1971 — 1975
Bachelor of Science (B.S.), Urban Studies and Planning

Jerell R White Jerell R White Washington D.C. Metro Area Details
Jerell R White's Folio Investing Experience 2000 - 2001
Job Accountant III Field Accounting
Industry Nonprofit Organization Management
Experience
FHI 360  July 2011 - Present
Academy for Educational Development  September 2004 - July 2011
Academy for Educational Development  October 2001 - September 2004
Folio Investing   2000 - 2001
ICMA-RC  1999 - 2000
First Data Investors Service Group- acquired by PNC 1999   1998 - 1999

Skills
Financial Reporting, Accounting, General Ledger, Internal Controls, Account Reconciliation, Financial Analysis

Education
University of Maryland University College
Master of Science (MS), Accounting and Finance

Pfeiffer University   1997 — 1999
Master of Business Administration (M.B.A.), Business Administration and Management, General

Winthrop University   1990 — 1994
Bachelor of Arts (B.A.), Mass Communication/Media Studies

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