FolioDynamix Company
Industry: Company
DescriptionFounded: 2007 Parent organization: Envestnet Subsidiary: M3fn, Llc
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FolioDynamix Employees
Employee
Years
Job
Industry
Diane King Diane King's FolioDynamix Experience February 2009 - Present
Job
Industry Financial Services
Experience
FolioDynamix February 2009 - Present
GlobalBridge Inc. August 2005 - February 2009
GlobalBridge Inc. September 2004 - August 2005
GlobalBridge Inc. October 2002 - September 2004
The Burridge Group LLC July 1994 - April 2000
Education
Bowling Green State University 1985 — 1989
Bachelor of Science (BS), Finance
FolioDynamix February 2009 - Present
GlobalBridge Inc. August 2005 - February 2009
GlobalBridge Inc. September 2004 - August 2005
GlobalBridge Inc. October 2002 - September 2004
The Burridge Group LLC July 1994 - April 2000
Education
Bowling Green State University 1985 — 1989
Bachelor of Science (BS), Finance
Ajay Jadhav Ajay Jadhav's FolioDynamix Experience 2007 - 2010
Job
Industry Computer Software
Experience
Clouds Inc. 2012 - Present
FolioDynamix 2007 - 2010
Network Components LLC 2000 - 2007
Sonata 2000 - 2000
Credit Suisse 1999 - 2000
Fiserv 1996 - 1998
Kaveri Machines 1994 - 1996
Merrill Lynch 1990 - 1993
Skills
SOA, Software Development, Agile Methodologies, Software Project..., Java, Java Enterprise Edition, SQL, XML, SDLC, Requirements Analysis, Web Services, Integration, Enterprise Architecture, HTML, Unix, JavaScript, Fixed Income, Hadoop, NOSQL
Education
Massachusetts Institute of Technology 1986 — 1987
Graduate Student, Artificial Intelligence
Boston University 1985 — 1986
Master of Science (MS), Computer Engineering
SDM College of Engineering 1980 — 1985
Bachelor of Engineering (BEng), Electronics and Telecommunications, First Class with Distinction
Clouds Inc. 2012 - Present
FolioDynamix 2007 - 2010
Network Components LLC 2000 - 2007
Sonata 2000 - 2000
Credit Suisse 1999 - 2000
Fiserv 1996 - 1998
Kaveri Machines 1994 - 1996
Merrill Lynch 1990 - 1993
Skills
SOA, Software Development, Agile Methodologies, Software Project..., Java, Java Enterprise Edition, SQL, XML, SDLC, Requirements Analysis, Web Services, Integration, Enterprise Architecture, HTML, Unix, JavaScript, Fixed Income, Hadoop, NOSQL
Education
Massachusetts Institute of Technology 1986 — 1987
Graduate Student, Artificial Intelligence
Boston University 1985 — 1986
Master of Science (MS), Computer Engineering
SDM College of Engineering 1980 — 1985
Bachelor of Engineering (BEng), Electronics and Telecommunications, First Class with Distinction
Aaron Schumm Aaron Schumm's FolioDynamix Experience October 2007 - Present
Job CoFounder, Chief Customer Officer at FolioDynamix
Industry Financial Services
Experience
TREC Worldwide November 2014 - Present
Vestorly March 2015 - Present
FolioDynamix October 2007 - Present
Skills
Product Marketing, Entrepreneurship, International Management, Strategic Consulting, Software Technology, Operational Efficiency, Product Management, Strategic Planning, Business Strategy, Product Development, Customer Relations, Financial Services, Start-ups, Software, Strategy, Customer Service, Business Analysis, Wealth Management, Outsourcing, Cross-functional Team..., Equities, Management, Program Management, Strategic Partnerships, Management Consulting, Portfolio Management, Mergers & Acquisitions, Process Improvement, Investments, Leadership, Analysis, Analytics, Integration, Private Equity, Securities, Banking, Business Development, Executive Management, Asset Management, Risk Management, Budgets, SaaS, Finance, Venture Capital, Due Diligence, Marketing, Trading, Business Process..., Financial Advisory, Financial Analysis
Education
Duke University - The Fuqua School of Business 2005 — 2007
2007
University of Illinois at Urbana-Champaign - College of Business 1996 — 2000
Bachelors of Science
Lockport Township High School 1992 — 1996
High School
TREC Worldwide November 2014 - Present
Vestorly March 2015 - Present
FolioDynamix October 2007 - Present
Skills
Product Marketing, Entrepreneurship, International Management, Strategic Consulting, Software Technology, Operational Efficiency, Product Management, Strategic Planning, Business Strategy, Product Development, Customer Relations, Financial Services, Start-ups, Software, Strategy, Customer Service, Business Analysis, Wealth Management, Outsourcing, Cross-functional Team..., Equities, Management, Program Management, Strategic Partnerships, Management Consulting, Portfolio Management, Mergers & Acquisitions, Process Improvement, Investments, Leadership, Analysis, Analytics, Integration, Private Equity, Securities, Banking, Business Development, Executive Management, Asset Management, Risk Management, Budgets, SaaS, Finance, Venture Capital, Due Diligence, Marketing, Trading, Business Process..., Financial Advisory, Financial Analysis
Education
Duke University - The Fuqua School of Business 2005 — 2007
2007
University of Illinois at Urbana-Champaign - College of Business 1996 — 2000
Bachelors of Science
Lockport Township High School 1992 — 1996
High School
Nagendra Vakeel Nagendra Vakeel's FolioDynamix Experience May 2013 - July 2013
Job Senior Associate at JPMorgan Chase
Industry Computer Software
Experience
JPMorgan Chase July 2013 - Present
FolioDynamix May 2013 - July 2013
Nomura Securities October 2009 - April 2013
Barclaycard June 2008 - October 2009
EDS Group May 2007 - June 2008
Skills
Core Java, Fixed Income, OTC, SQL, Microsoft SQL Server, XML, Software Development, Spring DI, Swaps, Spring
Education
Southern Illinois University, Edwardsville 2005 — 2007
MS, Electrical and Computer Engineering
Southern Illinois University, Edwardsville
Master's degree, Electrical and Computer Engineering
JPMorgan Chase July 2013 - Present
FolioDynamix May 2013 - July 2013
Nomura Securities October 2009 - April 2013
Barclaycard June 2008 - October 2009
EDS Group May 2007 - June 2008
Skills
Core Java, Fixed Income, OTC, SQL, Microsoft SQL Server, XML, Software Development, Spring DI, Swaps, Spring
Education
Southern Illinois University, Edwardsville 2005 — 2007
MS, Electrical and Computer Engineering
Southern Illinois University, Edwardsville
Master's degree, Electrical and Computer Engineering
Aubrey Good Aubrey Good's FolioDynamix Experience February 2014 - Present
Job SVP Business Development at FolioDynamix
Industry Financial Services
Experience
FolioDynamix February 2014 - Present
Relationship Science June 2013 - January 2014
S&P Capital IQ January 2010 - April 2013
Standard & Poor's April 2008 - December 2010
Standard & Poor's January 2005 - March 2008
Standard & Poor's January 2001 - December 2004
Standard & Poor's October 1990 - December 2000
John H. Harland August 1986 - September 1990
Skills
Sales Management, Customer Acquisition, Bonds, Investments, CRM, Options, Business Strategy, Sales, Salesforce.com, Enterprise Technology..., Equity Research, Market Data, Relationship Management, Capital IQ, Financial Markets, Team Building, Strategy, Asset Allocation, ETFs, Redistribution, Investor Relations, Mergers & Acquisitions
Education
Old Dominion University 1982 — 1986
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Loyola Blakefield
FolioDynamix February 2014 - Present
Relationship Science June 2013 - January 2014
S&P Capital IQ January 2010 - April 2013
Standard & Poor's April 2008 - December 2010
Standard & Poor's January 2005 - March 2008
Standard & Poor's January 2001 - December 2004
Standard & Poor's October 1990 - December 2000
John H. Harland August 1986 - September 1990
Skills
Sales Management, Customer Acquisition, Bonds, Investments, CRM, Options, Business Strategy, Sales, Salesforce.com, Enterprise Technology..., Equity Research, Market Data, Relationship Management, Capital IQ, Financial Markets, Team Building, Strategy, Asset Allocation, ETFs, Redistribution, Investor Relations, Mergers & Acquisitions
Education
Old Dominion University 1982 — 1986
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Loyola Blakefield
Matthew Lukawski Matthew Lukawski's FolioDynamix Experience June 2013 - April 2015
Job Compensation Analyst at Oracle
Industry Financial Services
Experience
Oracle April 2015 - Present
FolioDynamix June 2013 - April 2015
State Street May 2012 - May 2013
FolioDynamix October 2010 - May 2012
Education
CSU Sacramento 2009 — 2012
Bachelor of Science (BS), Business Administration - Finance
Oracle April 2015 - Present
FolioDynamix June 2013 - April 2015
State Street May 2012 - May 2013
FolioDynamix October 2010 - May 2012
Education
CSU Sacramento 2009 — 2012
Bachelor of Science (BS), Business Administration - Finance
Jill Huff Jill Huff's FolioDynamix Experience September 2013 - February 2015
Job Executive Administrative Assistant
Industry Investment Management
Experience
FolioDynamix September 2013 - February 2015
Seagate Technology October 1986 - December 1999
Skills
Outlook, Office Administration, Microsoft Word, Microsoft Office, PowerPoint, Customer Service, Microsoft Excel, Access, Data Entry
Education
Cabrillo College 1984 — 1986
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
FolioDynamix September 2013 - February 2015
Seagate Technology October 1986 - December 1999
Skills
Outlook, Office Administration, Microsoft Word, Microsoft Office, PowerPoint, Customer Service, Microsoft Excel, Access, Data Entry
Education
Cabrillo College 1984 — 1986
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Joseph Mrak Joseph Mrak's FolioDynamix Experience November 2007 - Present
Job Chairman & CEO at FolioDynamix
Industry Financial Services
Experience
FolioDynamix November 2007 - Present
Citigroup December 2006 - November 2007
CheckFree March 2004 - December 2006
Placemark Investments August 1999 - February 2004
A.T. Kearney, Inc. November 1996 - October 1999
Ernst & Young LLP May 1994 - October 1996
Skills
Capital Raising, Mergers and Acquisitions, New Business Development, Asset Management, Investments, Wealth Management, Banking, Debt & Equity Financing, Business Strategy, Marketing Strategy, Product Management, Financial Technology, Entrepreneurship, Asset Managment, Investment Management, Strategy, Portfolio Management, Financial Services, SaaS, Mutual Funds, Program Management, Strategic Planning, Mergers, Management Consulting, Private Equity, Hedge Funds, Investment Advisory, Securities, Equities, Asset Allocation, Business Analysis, Trading, Fixed Income, Mergers & Acquisitions, Management, Separately Managed..., Start-ups, Venture Capital, Investment Strategies, Product Marketing, Executive Management, Leadership, Trading Systems, Financial Advisory, E-commerce, Alternative Investments, mergers and acquisitions, Valuation, Risk Management, Finance
Education
The University of Texas at Austin 1998 — 2000
MBA
Marquette University 1990 — 1994
BS
Holy Cross High School 1986 — 1990
Memorial Middle School
FolioDynamix November 2007 - Present
Citigroup December 2006 - November 2007
CheckFree March 2004 - December 2006
Placemark Investments August 1999 - February 2004
A.T. Kearney, Inc. November 1996 - October 1999
Ernst & Young LLP May 1994 - October 1996
Skills
Capital Raising, Mergers and Acquisitions, New Business Development, Asset Management, Investments, Wealth Management, Banking, Debt & Equity Financing, Business Strategy, Marketing Strategy, Product Management, Financial Technology, Entrepreneurship, Asset Managment, Investment Management, Strategy, Portfolio Management, Financial Services, SaaS, Mutual Funds, Program Management, Strategic Planning, Mergers, Management Consulting, Private Equity, Hedge Funds, Investment Advisory, Securities, Equities, Asset Allocation, Business Analysis, Trading, Fixed Income, Mergers & Acquisitions, Management, Separately Managed..., Start-ups, Venture Capital, Investment Strategies, Product Marketing, Executive Management, Leadership, Trading Systems, Financial Advisory, E-commerce, Alternative Investments, mergers and acquisitions, Valuation, Risk Management, Finance
Education
The University of Texas at Austin 1998 — 2000
MBA
Marquette University 1990 — 1994
BS
Holy Cross High School 1986 — 1990
Memorial Middle School
Aron Miodownik Aron Miodownik's FolioDynamix Experience June 2008 - November 2014
Job Managing Director, Cambrian Consulting
Industry Management Consulting
Experience
Cambrian Consulting March 2008 - Present
Cambrian Associates LLC February 2006 - Present
Scivantage April 2007 - May 2015
FolioDynamix June 2008 - November 2014
Merrill Lynch March 2000 - January 2006
UBS Investment Bank March 1996 - March 2000
Accenture June 1988 - March 1996
Skills
Business Strategy, Venture Capital, Restructuring, Board of Directors, Information Technology, Investment Advisory
Education
Durham University 1984 — 1987
Bachelor of Applied Science (BASc), Engineering Science and Management
Cambrian Consulting March 2008 - Present
Cambrian Associates LLC February 2006 - Present
Scivantage April 2007 - May 2015
FolioDynamix June 2008 - November 2014
Merrill Lynch March 2000 - January 2006
UBS Investment Bank March 1996 - March 2000
Accenture June 1988 - March 1996
Skills
Business Strategy, Venture Capital, Restructuring, Board of Directors, Information Technology, Investment Advisory
Education
Durham University 1984 — 1987
Bachelor of Applied Science (BASc), Engineering Science and Management
Rob Finn Rob Finn's FolioDynamix Experience August 2009 - January 2011
Job Principal at Princeton Ventures
Industry Venture Capital & Private Equity
Experience
Princeton Ventures August 2014 - Present
Batch Ventures June 2014 - August 2014
Edison Ventures October 2005 - January 2014
SANpulse Technologies January 2010 - December 2012
PlumChoice January 2012 - September 2012
FolioDynamix August 2009 - January 2011
SellMyTimeshareNOW, LLC January 2010 - September 2010
The Neat Company January 2009 - December 2009
Health Market Science January 2009 - July 2009
iContracts, Inc. June 2008 - May 2009
Skills
Venture Capital, Start-ups, Entrepreneurship, Strategy, Corporate Development, Financial Analysis, Strategic Partnerships, Due Diligence, Management, Private Equity, Healthcare, Financial Modeling, Mergers & Acquisitions, Business Strategy, Marketing, Product Management, CRM, Investments, Valuation, Investment Banking, Mergers, Competitive Analysis, Go-to-market Strategy, Capital Markets, Business Planning, Manufacturing, Supply Chain, Retail, Merchandising, Awesomeness, General Awesomeness
Education
Massachusetts Institute of Technology 1998 — 2002
BS, Management Science (Marketing, Finance and OR concentrations)
Moses Brown School 1985 — 1998
TASIS The American School in England 1990 — 1995
Princeton Ventures August 2014 - Present
Batch Ventures June 2014 - August 2014
Edison Ventures October 2005 - January 2014
SANpulse Technologies January 2010 - December 2012
PlumChoice January 2012 - September 2012
FolioDynamix August 2009 - January 2011
SellMyTimeshareNOW, LLC January 2010 - September 2010
The Neat Company January 2009 - December 2009
Health Market Science January 2009 - July 2009
iContracts, Inc. June 2008 - May 2009
Skills
Venture Capital, Start-ups, Entrepreneurship, Strategy, Corporate Development, Financial Analysis, Strategic Partnerships, Due Diligence, Management, Private Equity, Healthcare, Financial Modeling, Mergers & Acquisitions, Business Strategy, Marketing, Product Management, CRM, Investments, Valuation, Investment Banking, Mergers, Competitive Analysis, Go-to-market Strategy, Capital Markets, Business Planning, Manufacturing, Supply Chain, Retail, Merchandising, Awesomeness, General Awesomeness
Education
Massachusetts Institute of Technology 1998 — 2002
BS, Management Science (Marketing, Finance and OR concentrations)
Moses Brown School 1985 — 1998
TASIS The American School in England 1990 — 1995
Michelle Cheng's FolioDynamix Experience April 2015 - Present
Job Product Solutions at FolioDynamix
Industry Financial Services
Experience
FolioDynamix April 2015 - Present
iLEVEL Solutions April 2014 - April 2015
Thomson Reuters December 2012 - April 2014
Pershing, a BNY Mellon company April 2010 - December 2012
Pershing, a BNY Mellon company July 2009 - April 2010
UBS June 2008 - August 2008
KCG Holdings, Inc. / Knight Capital Group April 2007 - May 2008
Eze Castle Integration May 2006 - April 2007
Education
Stevens Institute of Technology 2008 — 2009
Graduate Certificate, Global Innovation Management
Stevens Institute of Technology 2005 — 2009
Bachelor of Science (B.S.), Business Technology & Economics
FolioDynamix April 2015 - Present
iLEVEL Solutions April 2014 - April 2015
Thomson Reuters December 2012 - April 2014
Pershing, a BNY Mellon company April 2010 - December 2012
Pershing, a BNY Mellon company July 2009 - April 2010
UBS June 2008 - August 2008
KCG Holdings, Inc. / Knight Capital Group April 2007 - May 2008
Eze Castle Integration May 2006 - April 2007
Education
Stevens Institute of Technology 2008 — 2009
Graduate Certificate, Global Innovation Management
Stevens Institute of Technology 2005 — 2009
Bachelor of Science (B.S.), Business Technology & Economics
Eric Bondar Eric Bondar's FolioDynamix Experience September 2013 - Present
Job Product Manager at FolioDynamix
Industry Financial Services
Experience
FolioDynamix September 2013 - Present
Pershing, a BNY Mellon company July 2009 - September 2013
New York City Transit December 2008 - May 2009
Lehman Brothers 2007 - August 2008
Lehman Brothers 2005 - 2007
Skills
Trading, Equities, Fixed Income, Mobile Strategy, Mobile Technology, Mobile Design, Mobile Devices, Strategic Planning, Product Development, Product Management, Requirements Gathering, Analysis, Data Analysis, SDLC, Microsoft Office, Visio, Software Project..., Sales, Broker-Dealer, Broker-Dealer Operations, Trading Systems, Third Party Vendors, Customer Engagement, Product Demonstration, Mobile Applications, Market Data, Enterprise Software, Business Development
Education
Stevens Institute of Technology 2004 — 2009
Computer Engineering, Computer Engineering
Stevens Institute of Technology 2004 — 2009
Masters of Systems Engineering, Systems Engineering
FolioDynamix September 2013 - Present
Pershing, a BNY Mellon company July 2009 - September 2013
New York City Transit December 2008 - May 2009
Lehman Brothers 2007 - August 2008
Lehman Brothers 2005 - 2007
Skills
Trading, Equities, Fixed Income, Mobile Strategy, Mobile Technology, Mobile Design, Mobile Devices, Strategic Planning, Product Development, Product Management, Requirements Gathering, Analysis, Data Analysis, SDLC, Microsoft Office, Visio, Software Project..., Sales, Broker-Dealer, Broker-Dealer Operations, Trading Systems, Third Party Vendors, Customer Engagement, Product Demonstration, Mobile Applications, Market Data, Enterprise Software, Business Development
Education
Stevens Institute of Technology 2004 — 2009
Computer Engineering, Computer Engineering
Stevens Institute of Technology 2004 — 2009
Masters of Systems Engineering, Systems Engineering
Lisa Von Redden Lisa Von Redden's FolioDynamix Experience August 2011 - February 2013
Job Director at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch April 2013 - Present
FolioDynamix August 2011 - February 2013
Pendo Systems Inc. February 2010 - July 2011
UBS July 1997 - January 2010
Lipper & Company, LP June 1993 - July 1997
Price Waterhouse August 1985 - November 1988
Skills
Mergers, Risk Management, Strategic Planning, Business Development, Project Management, Change Management, Product Development, Fixed Income, Equities, Derivatives, Investments, Securities, Hedge Funds, Mergers & Acquisitions, Wealth Management, Finance, Start-ups, Due Diligence, Investment Banking, Prime Brokerage, CRM, Management, Business Strategy, Portfolio Management, Financial Services, Leadership, Trading Systems, Asset Management, Capital Markets, Trading, Alternative Investments, Bloomberg, Strategy
Education
New York University - Leonard N. Stern School of Business 1992 — 1996
MBA, Finance and International Business
University of Delaware - Lerner College of Business and Economics
BS, Accounting
Bank of America Merrill Lynch April 2013 - Present
FolioDynamix August 2011 - February 2013
Pendo Systems Inc. February 2010 - July 2011
UBS July 1997 - January 2010
Lipper & Company, LP June 1993 - July 1997
Price Waterhouse August 1985 - November 1988
Skills
Mergers, Risk Management, Strategic Planning, Business Development, Project Management, Change Management, Product Development, Fixed Income, Equities, Derivatives, Investments, Securities, Hedge Funds, Mergers & Acquisitions, Wealth Management, Finance, Start-ups, Due Diligence, Investment Banking, Prime Brokerage, CRM, Management, Business Strategy, Portfolio Management, Financial Services, Leadership, Trading Systems, Asset Management, Capital Markets, Trading, Alternative Investments, Bloomberg, Strategy
Education
New York University - Leonard N. Stern School of Business 1992 — 1996
MBA, Finance and International Business
University of Delaware - Lerner College of Business and Economics
BS, Accounting
Terry Cundiff Terry Cundiff's FolioDynamix Experience August 2014 - Present
Job VP Section Manager, Order Generation Services at Citigroup
Industry Financial Services
Experience
FolioDynamix August 2014 - Present
Citi 2008 - 2014
Citi 2005 - 2008
Nuveen Asset Management 2003 - 2005
1838 Investment Advisors 1999 - 2002
Joel S. Williams & Associates 1998 - 1999
Morgan Stanley 1997 - 1998
Skills
Series 63, Series 65, Portfolio Management, Security APL, Securities, Trading, Financial Services, Wealth Management, Asset Management, Separately Managed..., Operations Management, Relationship Management, Middle Office, Project Management, Product Management, Risk Management, Trading Systems, Equities, Fixed Income, Mutual Funds, Outsourcing, User Acceptance Testing, Series 7, Vestmark, Omgeo, Microsoft Office, Strategy, Staff Supervision, Communication, Risk Assessment, Business Insights, Customer Service, Equity Trading
Education
Roanoke College
B.B.A., Bachelor of Business Administration with concentration in Finance
FolioDynamix August 2014 - Present
Citi 2008 - 2014
Citi 2005 - 2008
Nuveen Asset Management 2003 - 2005
1838 Investment Advisors 1999 - 2002
Joel S. Williams & Associates 1998 - 1999
Morgan Stanley 1997 - 1998
Skills
Series 63, Series 65, Portfolio Management, Security APL, Securities, Trading, Financial Services, Wealth Management, Asset Management, Separately Managed..., Operations Management, Relationship Management, Middle Office, Project Management, Product Management, Risk Management, Trading Systems, Equities, Fixed Income, Mutual Funds, Outsourcing, User Acceptance Testing, Series 7, Vestmark, Omgeo, Microsoft Office, Strategy, Staff Supervision, Communication, Risk Assessment, Business Insights, Customer Service, Equity Trading
Education
Roanoke College
B.B.A., Bachelor of Business Administration with concentration in Finance
Ken Kideckel, CFA Ken Kideckel, CFA's FolioDynamix Experience 2005 - June 2010
Job Principal at SightLine Investments LLC
Industry Financial Services
Experience
SightLine Investments LLC June 2010 - Present
FolioDynamix 2005 - June 2010
Lincoln Financial Advisors January 2003 - February 2005
Towers Watson January 1998 - January 2003
Bear Stearns January 1995 - January 2000
Education
Villanova University
Masters, Taxation
NYU Stern School of Business 1994 — 1999
MBA, Finance
University of Michigan
AB, Economics
SightLine Investments LLC June 2010 - Present
FolioDynamix 2005 - June 2010
Lincoln Financial Advisors January 2003 - February 2005
Towers Watson January 1998 - January 2003
Bear Stearns January 1995 - January 2000
Education
Villanova University
Masters, Taxation
NYU Stern School of Business 1994 — 1999
MBA, Finance
University of Michigan
AB, Economics
Rusty Sommer's FolioDynamix Experience April 2015 - Present
Job Investment Product Executive and Commercial Leader
Industry Investment Management
Experience
FolioDynamix April 2015 - Present
AssetMark February 2012 - January 2015
PNC Wealth Management January 2011 - February 2012
PNC Wealth Management October 2009 - December 2010
National City Bank October 2006 - October 2009
Skills
Unified Managed Accounts, Product Management, Product Development, Business Analytics, Separately Managed..., Financial Product..., Investments, Project Management, Platform Management, Asset Managment, Investment Management, Investment Strategies, Asset Management, Business Strategy, Portfolio Management, Asset Allocation, Management, Leadership, Mutual Funds, Analysis, ETFs, Investment Advisory, Alternative Investments, Securities, Financial Services, Wealth Management..., Wealth Management, Strategy, Equities
Education
Kansas State University 1990 — 1996
BS, Monetary Policy
Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM
FolioDynamix April 2015 - Present
AssetMark February 2012 - January 2015
PNC Wealth Management January 2011 - February 2012
PNC Wealth Management October 2009 - December 2010
National City Bank October 2006 - October 2009
Skills
Unified Managed Accounts, Product Management, Product Development, Business Analytics, Separately Managed..., Financial Product..., Investments, Project Management, Platform Management, Asset Managment, Investment Management, Investment Strategies, Asset Management, Business Strategy, Portfolio Management, Asset Allocation, Management, Leadership, Mutual Funds, Analysis, ETFs, Investment Advisory, Alternative Investments, Securities, Financial Services, Wealth Management..., Wealth Management, Strategy, Equities
Education
Kansas State University 1990 — 1996
BS, Monetary Policy
Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM
David Zylberberg David Zylberberg's FolioDynamix Experience June 2011 - January 2012
Job Vice President New Business Development
Industry Financial Services
Experience
Markov Processes International (MPI) March 2013 - February 2014
BondDesk Group LLC February 2012 - February 2013
FolioDynamix June 2011 - January 2012
WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES / UBS FIDUCIARY TRUST CO. December 2004 - June 2011
Fiserv / Checkfree Investment Services / Security APL June 1996 - December 2004
Skills
Asset Management, Retirement, 401k, Pensions, Wealth Management, Consultative Selling, Sales Management, Investments, Mutual Funds, Fixed Income, Product Development, Managed Accounts, Equities, Asset Allocation, Business Strategy, New Business Development, Financial Advisory, Employee Benefits, Marketing Strategy, Product Marketing, Product Management, Asset Managment, Financial Services, Managing Accounts
Education
University of Delaware 1990 — 1994
Dual Bachelor of Science Degrees, Business Administration; Finance and MIS
Markov Processes International (MPI) March 2013 - February 2014
BondDesk Group LLC February 2012 - February 2013
FolioDynamix June 2011 - January 2012
WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES / UBS FIDUCIARY TRUST CO. December 2004 - June 2011
Fiserv / Checkfree Investment Services / Security APL June 1996 - December 2004
Skills
Asset Management, Retirement, 401k, Pensions, Wealth Management, Consultative Selling, Sales Management, Investments, Mutual Funds, Fixed Income, Product Development, Managed Accounts, Equities, Asset Allocation, Business Strategy, New Business Development, Financial Advisory, Employee Benefits, Marketing Strategy, Product Marketing, Product Management, Asset Managment, Financial Services, Managing Accounts
Education
University of Delaware 1990 — 1994
Dual Bachelor of Science Degrees, Business Administration; Finance and MIS
Patricia McHale Patricia McHale's FolioDynamix Experience February 2014 - Present
Job Implementation Management at FolioDynamix
Industry Financial Services
Experience
FolioDynamix February 2014 - Present
U.S. Securities and Exchange Commission November 2010 - February 2014
Fidelity Investments January 2006 - November 2010
Fidelity Capital Markets 2006 - November 2010
Fidelity Investments January 2005 - January 2006
Fidelity Capital Markets July 2003 - May 2005
Merrill Lynch August 1998 - September 2000
Fidelity Investments April 1996 - August 1998
National Financial Services Group January 1993 - April 1996
Skills
Series 7, Series 63, Series 65, Financial Services, Fixed Income, Securities, Securities Regulation, Risk Management
Education
SEC University and Georgetown University Law Center 2012 — 2014
Certificate Program, Securities and Financial Regulation
FBI Citizens' Academy - FBI NYC Field Office 2013 — 2013
Executive Education Program
Ithaca College
FolioDynamix February 2014 - Present
U.S. Securities and Exchange Commission November 2010 - February 2014
Fidelity Investments January 2006 - November 2010
Fidelity Capital Markets 2006 - November 2010
Fidelity Investments January 2005 - January 2006
Fidelity Capital Markets July 2003 - May 2005
Merrill Lynch August 1998 - September 2000
Fidelity Investments April 1996 - August 1998
National Financial Services Group January 1993 - April 1996
Skills
Series 7, Series 63, Series 65, Financial Services, Fixed Income, Securities, Securities Regulation, Risk Management
Education
SEC University and Georgetown University Law Center 2012 — 2014
Certificate Program, Securities and Financial Regulation
FBI Citizens' Academy - FBI NYC Field Office 2013 — 2013
Executive Education Program
Ithaca College
Jay Olson's FolioDynamix Experience August 2008 - January 2010
Job VP, Wealth Management Division, Office Manager at Bank of the West
Industry Financial Services
Experience
Bank of the West August 2010 - Present
FolioDynamix August 2008 - January 2010
SunGard August 2003 - August 2008
Alerus Financial 1999 - 2003
Berg Fargo Motor Supply January 1998 - January 1999
Wells Fargo 1993 - 1998
Eide Bailly LLP 1986 - 1993
Skills
Wealth Management, Portfolio Management, Accounting, Financial Planning, Sales Management, Strategic Financial...
Education
Minnesota State University, Moorhead 1985 — 1986
BS, Accounting
Concordia College 1978 — 1982
BA, Public School Music
Cannon
Bank of the West August 2010 - Present
FolioDynamix August 2008 - January 2010
SunGard August 2003 - August 2008
Alerus Financial 1999 - 2003
Berg Fargo Motor Supply January 1998 - January 1999
Wells Fargo 1993 - 1998
Eide Bailly LLP 1986 - 1993
Skills
Wealth Management, Portfolio Management, Accounting, Financial Planning, Sales Management, Strategic Financial...
Education
Minnesota State University, Moorhead 1985 — 1986
BS, Accounting
Concordia College 1978 — 1982
BA, Public School Music
Cannon
Ron Chavez Ron Chavez's FolioDynamix Experience August 2008 - May 2013
Job Investment Officer at CalPERS
Industry Financial Services
Experience
CalPERS May 2013 - Present
FolioDynamix August 2008 - May 2013
SunGard Advisor Technologies June 2003 - August 2008
London Pacific Advisors June 2000 - June 2003
SAI Financial Advisors 1997 - 2000
Lexington Capital Management 1992 - 1997
Skills
Fixed Income, Mutual Funds, Equities, Hedge Funds, Asset Managment, Portfolio Management, Investments, Wealth Management, Due Diligence, Financial Services, Asset Allocation, Investment Management, Investment Advisory, Investment Strategies, ETFs, RIA Compliance, Separately Managed..., 401k, Asset Management, Alternative Investments
Education
California State University-Sacramento 1995 — 1997
MBA, Finance
California State University-Sacramento 1990 — 1994
B.S., Finance
CalPERS May 2013 - Present
FolioDynamix August 2008 - May 2013
SunGard Advisor Technologies June 2003 - August 2008
London Pacific Advisors June 2000 - June 2003
SAI Financial Advisors 1997 - 2000
Lexington Capital Management 1992 - 1997
Skills
Fixed Income, Mutual Funds, Equities, Hedge Funds, Asset Managment, Portfolio Management, Investments, Wealth Management, Due Diligence, Financial Services, Asset Allocation, Investment Management, Investment Advisory, Investment Strategies, ETFs, RIA Compliance, Separately Managed..., 401k, Asset Management, Alternative Investments
Education
California State University-Sacramento 1995 — 1997
MBA, Finance
California State University-Sacramento 1990 — 1994
B.S., Finance
Kevin Wenck Kevin Wenck's FolioDynamix Experience October 2014 - Present
Job Strong Finance and Accounting skills for any growing organization
Industry Financial Services
Experience
FolioDynamix October 2014 - Present
Wells Fargo June 2009 - April 2010
Polynous Capital Management May 1996 - April 2008
GT Capital Management April 1991 - April 1996
Skills
Investments, Financial Analysis, Portfolio Management, Financial Modeling, Equities, Alternative Investments, Asset Management, Capital Markets, Valuation, Mergers & Acquisitions, Finance, Mutual Funds, Private Equity
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1983 — 1985
M.B.A., Finance, Accounting
Marlboro College 1977 — 1981
B.A., Philosophy & Classical Literature
FolioDynamix October 2014 - Present
Wells Fargo June 2009 - April 2010
Polynous Capital Management May 1996 - April 2008
GT Capital Management April 1991 - April 1996
Skills
Investments, Financial Analysis, Portfolio Management, Financial Modeling, Equities, Alternative Investments, Asset Management, Capital Markets, Valuation, Mergers & Acquisitions, Finance, Mutual Funds, Private Equity
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1983 — 1985
M.B.A., Finance, Accounting
Marlboro College 1977 — 1981
B.A., Philosophy & Classical Literature
Robert Hom Robert Hom's FolioDynamix Experience July 2010 - March 2012
Job Software Developer at Infostat Systems
Industry Computer Software
Experience
Infostat Systems September 2013 - Present
Avenue Code April 2012 - August 2013
FolioDynamix July 2010 - March 2012
Cedaron Medical Inc. August 2008 - March 2010
EcoInteractive April 2006 - March 2008
UC Davis Bookstore December 2004 - March 2006
Skills
HTML, Servlets, Java, SQL Server, C++, JSP, DB2, Oracle, ExtJS, Glassfish, WebSphere Application..., IBM HTTP Server, EJB, VB.NET, Visual Basic, ASP, ASP.NET, MVC, JSON, AJAX, Reflection, OOP, Linux, Windows, Solaris, Cron, Pascal, Eclipse, RAD, CVS, VSS, Microsoft SQL Server, JUnit
Education
University of California, Davis 2002 — 2006
BS, Computer Science, Philosophy
Infostat Systems September 2013 - Present
Avenue Code April 2012 - August 2013
FolioDynamix July 2010 - March 2012
Cedaron Medical Inc. August 2008 - March 2010
EcoInteractive April 2006 - March 2008
UC Davis Bookstore December 2004 - March 2006
Skills
HTML, Servlets, Java, SQL Server, C++, JSP, DB2, Oracle, ExtJS, Glassfish, WebSphere Application..., IBM HTTP Server, EJB, VB.NET, Visual Basic, ASP, ASP.NET, MVC, JSON, AJAX, Reflection, OOP, Linux, Windows, Solaris, Cron, Pascal, Eclipse, RAD, CVS, VSS, Microsoft SQL Server, JUnit
Education
University of California, Davis 2002 — 2006
BS, Computer Science, Philosophy
Adam Pollak Adam Pollak's FolioDynamix Experience April 2015 - Present
Job Senior Vice President at FolioDynamix
Industry Financial Services
Experience
FolioDynamix April 2015 - Present
Billtrust August 2014 - April 2015
Concord Trust & Wealth Solutions- A Division of LPL Financial October 2011 - July 2014
Albridge, an Affiliate of Pershing March 2007 - July 2011
Albridge Solutions February 2006 - March 2007
Albridge Solutions September 2005 - February 2006
Skills
Enterprise Software, Relationship Management, Contract Negotiation, Selling, Strategy, Strategic Partnerships, Sales, Management, Marketing, Competitive Analysis, Financial Services, CRM, Program Management, Business Development, SaaS, Mobile Devices, Wealth Management, Salesforce.com, Integration, Product Management, Business Analysis, Vendor Management, Executive Management
Education
Rutgers University-New Brunswick 2002 — 2005
FolioDynamix April 2015 - Present
Billtrust August 2014 - April 2015
Concord Trust & Wealth Solutions- A Division of LPL Financial October 2011 - July 2014
Albridge, an Affiliate of Pershing March 2007 - July 2011
Albridge Solutions February 2006 - March 2007
Albridge Solutions September 2005 - February 2006
Skills
Enterprise Software, Relationship Management, Contract Negotiation, Selling, Strategy, Strategic Partnerships, Sales, Management, Marketing, Competitive Analysis, Financial Services, CRM, Program Management, Business Development, SaaS, Mobile Devices, Wealth Management, Salesforce.com, Integration, Product Management, Business Analysis, Vendor Management, Executive Management
Education
Rutgers University-New Brunswick 2002 — 2005
Marco Leggi Marco Leggi's FolioDynamix Experience November 2013 - Present
Job Alumni at University of Miami School of Business
Industry Information Technology and Services
Experience
FolioDynamix November 2013 - Present
University of Miami - School of Business August 2009 - May 2013
Skills
VBA, Java, SQL, Visual Studio, Microsoft Office, Excel, Access, Bloomberg Terminal, Microsoft Excel, Visual Basic
Education
University of Miami 2009 — 2013
BSBA, Finance, Computer Information Systems
FolioDynamix November 2013 - Present
University of Miami - School of Business August 2009 - May 2013
Skills
VBA, Java, SQL, Visual Studio, Microsoft Office, Excel, Access, Bloomberg Terminal, Microsoft Excel, Visual Basic
Education
University of Miami 2009 — 2013
BSBA, Finance, Computer Information Systems
Houssam Abouelrous's FolioDynamix Experience November 2009 - Present
Job Sr. System Engineer
Industry Information Technology and Services
Experience
FolioDynamix November 2009 - Present
Verizon Business August 2004 - November 2009
MCI Worldcom November 2000 - June 2004
Omnix Qatar Co April 1996 - October 2000
Skills
Data Center, Solaris, Linux, Unix, Oracle, Cloud Computing, SQL, Security, Disaster Recovery, Databases, Integration, Virtualization, TCP/IP, VMware, SDLC, Cisco Technologies, IT Management, Perl, Shell Scripting, Red Hat Linux, DNS, Servers, Testing, SAN, Troubleshooting, Veritas Volume Manager, Operating Systems, Apache, VMware ESX, Storage, VPN, System Administration, Network Security, Active Directory, NetApp, Networking, DHCP, Enterprise Storage, LDAP, NFS, RedHat, Windows, iSCSI, Routers, High Availability, Load Balancing, System Deployment, Storage Management
Education
University of Qatar 1988 — 1993
Bachelor, Computer Engineering, A
Preparing to get the Master degree
Master's degree
FolioDynamix November 2009 - Present
Verizon Business August 2004 - November 2009
MCI Worldcom November 2000 - June 2004
Omnix Qatar Co April 1996 - October 2000
Skills
Data Center, Solaris, Linux, Unix, Oracle, Cloud Computing, SQL, Security, Disaster Recovery, Databases, Integration, Virtualization, TCP/IP, VMware, SDLC, Cisco Technologies, IT Management, Perl, Shell Scripting, Red Hat Linux, DNS, Servers, Testing, SAN, Troubleshooting, Veritas Volume Manager, Operating Systems, Apache, VMware ESX, Storage, VPN, System Administration, Network Security, Active Directory, NetApp, Networking, DHCP, Enterprise Storage, LDAP, NFS, RedHat, Windows, iSCSI, Routers, High Availability, Load Balancing, System Deployment, Storage Management
Education
University of Qatar 1988 — 1993
Bachelor, Computer Engineering, A
Preparing to get the Master degree
Master's degree
Janell Hamman's FolioDynamix Experience April 2010 - Present
Job Senior Investment Business Analyst
Industry Financial Services
Experience
FolioDynamix April 2010 - Present
Staybridge Suites November 2010 - July 2012
Tax Deferred Solutions September 2009 - April 2010
Waterworld California May 2009 - September 2009
Ally Financial Inc. February 2000 - June 2008
Skills
Project Management, Data Management, Problem Solving, Customer Oriented, Business Process..., Training, Dependable Team Player, Highly detail oriented, Superior Work Ethic, Computer Proficiency, Keen Listener, Manage Client..., Standards Compliance, Business Analysis, Customer Service
Education
University of Phoenix-Sacramento Valley Campus 2009 — 2010
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Phoenix-Sacramento Valley Campus 2005 — 2008
Bachelor's degree, Business Administration and Management, General
FolioDynamix April 2010 - Present
Staybridge Suites November 2010 - July 2012
Tax Deferred Solutions September 2009 - April 2010
Waterworld California May 2009 - September 2009
Ally Financial Inc. February 2000 - June 2008
Skills
Project Management, Data Management, Problem Solving, Customer Oriented, Business Process..., Training, Dependable Team Player, Highly detail oriented, Superior Work Ethic, Computer Proficiency, Keen Listener, Manage Client..., Standards Compliance, Business Analysis, Customer Service
Education
University of Phoenix-Sacramento Valley Campus 2009 — 2010
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Phoenix-Sacramento Valley Campus 2005 — 2008
Bachelor's degree, Business Administration and Management, General
Sharon (Shay) Holmes Sharon (Shay) Holmes's FolioDynamix Experience August 2008 - January 2010
Job Student, Computer Science Major
Industry Higher Education
Experience
School Innovations and Advocacy March 2010 - June 2012
FolioDynamix August 2008 - January 2010
SunGard Advisor Technologies, Inc. June 2004 - July 2008
OfficeTeam 2001 - June 2004
Adecco Employment Services August 1999 - December 2002
Skills
Microsoft Access, Microsoft Excel, Databases, SQL, Windows 7, Android, VBA, Access, HTML, Office 2010, Microsoft Office 2003, Microsoft Office, MS Excel Pivot Tables, Relational Databases, XML, CSS2
Education
Sierra College 2013 — 2016
Associate of Science (A.S.), Computer Science, Management Information Systems
American River Community College 2008 — 2009
Databases
Green River Community College 1996 — 1998
Associate of Arts (A.A.)
School Innovations and Advocacy March 2010 - June 2012
FolioDynamix August 2008 - January 2010
SunGard Advisor Technologies, Inc. June 2004 - July 2008
OfficeTeam 2001 - June 2004
Adecco Employment Services August 1999 - December 2002
Skills
Microsoft Access, Microsoft Excel, Databases, SQL, Windows 7, Android, VBA, Access, HTML, Office 2010, Microsoft Office 2003, Microsoft Office, MS Excel Pivot Tables, Relational Databases, XML, CSS2
Education
Sierra College 2013 — 2016
Associate of Science (A.S.), Computer Science, Management Information Systems
American River Community College 2008 — 2009
Databases
Green River Community College 1996 — 1998
Associate of Arts (A.A.)
Adam Kastin Adam Kastin's FolioDynamix Experience September 2010 - Present
Job Senior Development Manager & Senior Architect at FolioDynamix
Industry Information Technology and Services
Experience
FolioDynamix September 2010 - Present
KarmaDBi 1998 - Present
Stratevie Media, LLC September 2008 - May 2012
UBS Investment Bank December 2009 - September 2010
Bank of America June 2009 - December 2009
ebusinessware September 2004 - September 2008
Goldman Sachs June 2004 - November 2006
Cornerstone Technologies Inc. June 1998 - September 2004
Merrill Lynch December 1996 - June 1998
AT&T September 1993 - December 1996
Skills
Sybase, Oracle, Perl, JavaScript, Java, DB2, MySQL, JSP, PHP, HTML, Websphere, SOAP, Informix, Ingres, CakePHP, SQL, Microsoft SQL Server, SDLC, JMS, Disaster Recovery, Business Analysis, Java Enterprise Edition, Unix, Databases, Agile Methodologies, Requirements Analysis, Web Services, Software Project..., Risk Management, Software Development, Linux, Requirements Gathering, Windows, SOA, Web Applications, Database Design, C++, Solaris, Architecture, PL/SQL, System Architecture, XML, Enterprise Architecture, Testing, Scrum, Spring, Project Management, Software Design, Integration, Shell Scripting
Education
Rutgers University-New Brunswick 1983 — 1987
BS, Computer Science
Columbia High School 1980 — 1983
FolioDynamix September 2010 - Present
KarmaDBi 1998 - Present
Stratevie Media, LLC September 2008 - May 2012
UBS Investment Bank December 2009 - September 2010
Bank of America June 2009 - December 2009
ebusinessware September 2004 - September 2008
Goldman Sachs June 2004 - November 2006
Cornerstone Technologies Inc. June 1998 - September 2004
Merrill Lynch December 1996 - June 1998
AT&T September 1993 - December 1996
Skills
Sybase, Oracle, Perl, JavaScript, Java, DB2, MySQL, JSP, PHP, HTML, Websphere, SOAP, Informix, Ingres, CakePHP, SQL, Microsoft SQL Server, SDLC, JMS, Disaster Recovery, Business Analysis, Java Enterprise Edition, Unix, Databases, Agile Methodologies, Requirements Analysis, Web Services, Software Project..., Risk Management, Software Development, Linux, Requirements Gathering, Windows, SOA, Web Applications, Database Design, C++, Solaris, Architecture, PL/SQL, System Architecture, XML, Enterprise Architecture, Testing, Scrum, Spring, Project Management, Software Design, Integration, Shell Scripting
Education
Rutgers University-New Brunswick 1983 — 1987
BS, Computer Science
Columbia High School 1980 — 1983
Daniel Goss Daniel Goss's FolioDynamix Experience 2007 - December 2008
Job Vice President Premier Relationship Manager Citizens Financial Group
Industry Financial Services
Experience
Citizens Financial Group, Inc. June 2015 - Present
Gravity Investments & Gravity Capital Partners February 2015 - June 2015
Broadridge December 2011 - February 2013
PW Campbell 2010 - 2011
FolioDynamix 2007 - December 2008
SunGard March 2007 - August 2008
Federated Investors 1990 - 2007
Skills
Customer Relations, Asset Management, Mutual Funds, New Business Development, Investments, Account Management, Salesforce.com, Problem Solving, Consultative Selling, Key Account Management, Asset Managment, Selling, Management, CRM, Strategic Planning, Coaching, Alternative Investments, Customer Service, Financial Services, Leadership, Sales Management, Sales, Analysis, Sales Operations, Relationship Management, Investment Management, Business Development, Wealth Management
Education
Bucknell University 1979 — 1983
B.A., Economics, Political Science
Deerfield Academy 1975 — 1979
Citizens Financial Group, Inc. June 2015 - Present
Gravity Investments & Gravity Capital Partners February 2015 - June 2015
Broadridge December 2011 - February 2013
PW Campbell 2010 - 2011
FolioDynamix 2007 - December 2008
SunGard March 2007 - August 2008
Federated Investors 1990 - 2007
Skills
Customer Relations, Asset Management, Mutual Funds, New Business Development, Investments, Account Management, Salesforce.com, Problem Solving, Consultative Selling, Key Account Management, Asset Managment, Selling, Management, CRM, Strategic Planning, Coaching, Alternative Investments, Customer Service, Financial Services, Leadership, Sales Management, Sales, Analysis, Sales Operations, Relationship Management, Investment Management, Business Development, Wealth Management
Education
Bucknell University 1979 — 1983
B.A., Economics, Political Science
Deerfield Academy 1975 — 1979
Christine Rogers's FolioDynamix Experience October 2009 - May 2015
Job Financial Services: Client Support, Operations Manager, and Portfolio Performance Expertise
Industry Financial Services
Experience
FolioDynamix October 2009 - May 2015
Citi (formerly BISYS) January 2005 - October 2009
FISERV/CheckFree Investment Services October 2002 - December 2004
Neuberger Berman, LLC January 1993 - October 2002
Shearson Lehman Brothers, Inc May 1990 - January 1993
Merrill Lynch November 1987 - May 1990
K Mart Apparel Corporation June 1986 - October 1987
Skills
Performance Tuning, SMA, GIPS, Mutual Funds, Wealth Management, Fixed Income, Equities, Financial Services, Securities, Product Management, Back Office, Business Analysis, Alternative Investments, Analysis, Asset Management, Business Process..., Finance, Investment Management, Management, Risk Management
Education
St. John's University 1982 — 1991
BS, Management
St. John's University New York 1982 — 1991
MBA, Finance
FolioDynamix October 2009 - May 2015
Citi (formerly BISYS) January 2005 - October 2009
FISERV/CheckFree Investment Services October 2002 - December 2004
Neuberger Berman, LLC January 1993 - October 2002
Shearson Lehman Brothers, Inc May 1990 - January 1993
Merrill Lynch November 1987 - May 1990
K Mart Apparel Corporation June 1986 - October 1987
Skills
Performance Tuning, SMA, GIPS, Mutual Funds, Wealth Management, Fixed Income, Equities, Financial Services, Securities, Product Management, Back Office, Business Analysis, Alternative Investments, Analysis, Asset Management, Business Process..., Finance, Investment Management, Management, Risk Management
Education
St. John's University 1982 — 1991
BS, Management
St. John's University New York 1982 — 1991
MBA, Finance
Deepak Sharma, MBA, IRPM Deepak Sharma, MBA, IRPM's FolioDynamix Experience December 2010 - Present
Job QA Manager at FolioDynamix
Industry Information Technology and Services
Experience
FolioDynamix December 2010 - Present
CGI May 2008 - December 2010
EDS Group October 2007 - May 2008
Hansen Technologies September 2003 - October 2007
Intel Corporation May 2000 - September 2003
Packard Bell July 1995 - May 2000
LIC OF INDIA 1988 - 1988
LIC OF INDIA 1988 - 1988
Skills
Testing, Test Planning, Project Management, RFP writing, Management Consulting, Public Sector Consulting, SDLC, Business Process, Requirements Analysis, Requirements Gathering, IT Strategy, ERP, Management by Objectives, Integration, Compliance, Legal Documents, Agile Methodologies, Scrum, Agile Leadership, Agile Testing, Business Requirements, Manual Testing, PMO, Business Analysis, RFP, Risk Management, Analysis, Quality Assurance, User Acceptance Testing
Education
PMI Institute 2008 — 2008
Project Management Professional
Heald College 1996 — 1997
Network Technology, Microsoft Certified Systems Engineer
Indian Institute of Planning and Management 1992 — 1994
MBA, Finance and Marketing
Indian Institute of Planning and Management 1990 — 1992
Total Quality Management
Delhi University 1988 — 1992
Information Management System, IT Technology
FolioDynamix December 2010 - Present
CGI May 2008 - December 2010
EDS Group October 2007 - May 2008
Hansen Technologies September 2003 - October 2007
Intel Corporation May 2000 - September 2003
Packard Bell July 1995 - May 2000
LIC OF INDIA 1988 - 1988
LIC OF INDIA 1988 - 1988
Skills
Testing, Test Planning, Project Management, RFP writing, Management Consulting, Public Sector Consulting, SDLC, Business Process, Requirements Analysis, Requirements Gathering, IT Strategy, ERP, Management by Objectives, Integration, Compliance, Legal Documents, Agile Methodologies, Scrum, Agile Leadership, Agile Testing, Business Requirements, Manual Testing, PMO, Business Analysis, RFP, Risk Management, Analysis, Quality Assurance, User Acceptance Testing
Education
PMI Institute 2008 — 2008
Project Management Professional
Heald College 1996 — 1997
Network Technology, Microsoft Certified Systems Engineer
Indian Institute of Planning and Management 1992 — 1994
MBA, Finance and Marketing
Indian Institute of Planning and Management 1990 — 1992
Total Quality Management
Delhi University 1988 — 1992
Information Management System, IT Technology
Johnathan Weston's FolioDynamix Experience February 2009 - August 2009
Job Sr. Quality Assurance Engineer at POS Portal
Industry Financial Services
Experience
POS Portal October 2010 - Present
POS Portal August 2009 - October 2010
FolioDynamix February 2009 - August 2009
SunGard August 2007 - February 2009
SunGard June 2003 - August 2007
California Federal Bank June 2001 - May 2003
MTS Inc. (Tower Records) October 1999 - June 2001
MTS Inc. (Tower Records) June 1997 - October 1999
Skills
SDLC, SQL, Agile Methodologies, Business Analysis, Software Quality..., Defect Tracking, Test Cases, Test Planning, Test Automation, Performance Testing, Regression Testing, Watir, Quality Assurance, Testing, System Testing, Web Applications, User Acceptance Testing, Software Documentation, Test Strategy, Databases, JIRA, Manual Testing, SoapUI, Agile Project Management, Software Project..., Unix, Agile Testing, Requirements Analysis, Requirements Gathering, Test Management
Education
Annandale High School 1984 — 1988
George Mason University
POS Portal October 2010 - Present
POS Portal August 2009 - October 2010
FolioDynamix February 2009 - August 2009
SunGard August 2007 - February 2009
SunGard June 2003 - August 2007
California Federal Bank June 2001 - May 2003
MTS Inc. (Tower Records) October 1999 - June 2001
MTS Inc. (Tower Records) June 1997 - October 1999
Skills
SDLC, SQL, Agile Methodologies, Business Analysis, Software Quality..., Defect Tracking, Test Cases, Test Planning, Test Automation, Performance Testing, Regression Testing, Watir, Quality Assurance, Testing, System Testing, Web Applications, User Acceptance Testing, Software Documentation, Test Strategy, Databases, JIRA, Manual Testing, SoapUI, Agile Project Management, Software Project..., Unix, Agile Testing, Requirements Analysis, Requirements Gathering, Test Management
Education
Annandale High School 1984 — 1988
George Mason University
Aniruddha (Rudy) Deshmukh's FolioDynamix Experience August 2010 - January 2012
Job
Industry Computer Software
Experience
American Express July 2013 - Present
Citi November 2012 - June 2013
Stealth Startup January 2012 - November 2012
FolioDynamix August 2010 - January 2012
FolioDynamix August 2008 - July 2010
Network Components LLC July 2004 - August 2008
Network Components LLC February 2003 - June 2004
Shrike Structural's Pvt Ltd, India June 2002 - January 2003
Skills
JMS, Websphere, EJB, DB2, Web Services, JDBC, Java Enterprise Edition, AJAX, JavaScript, Java, Oracle, Databases
Education
Fergusson College 2006 — 2007
University of Pune 1998 — 2002
Bachelor of Engineering, Production
All India Shri Shivaji Memorial Society's College of Engineering Pune, University of Pune
Bachelor, Production
Vidya Bhavan
American Express July 2013 - Present
Citi November 2012 - June 2013
Stealth Startup January 2012 - November 2012
FolioDynamix August 2010 - January 2012
FolioDynamix August 2008 - July 2010
Network Components LLC July 2004 - August 2008
Network Components LLC February 2003 - June 2004
Shrike Structural's Pvt Ltd, India June 2002 - January 2003
Skills
JMS, Websphere, EJB, DB2, Web Services, JDBC, Java Enterprise Edition, AJAX, JavaScript, Java, Oracle, Databases
Education
Fergusson College 2006 — 2007
University of Pune 1998 — 2002
Bachelor of Engineering, Production
All India Shri Shivaji Memorial Society's College of Engineering Pune, University of Pune
Bachelor, Production
Vidya Bhavan
Jana Zavala, GPHR's FolioDynamix Experience January 2011 - July 2011
Job Sr. Human Resources Manager at BackOps
Industry Renewables & Environment
Experience
BackOps September 2013 - Present
Solar Power, Inc. July 2011 - September 2013
FolioDynamix January 2011 - July 2011
Novariant Inc. February 2009 - January 2011
Pharsight Corporation September 2005 - November 2008
Silicon Valley Bank May 1999 - August 2005
Schlumberger ATE May 1993 - May 1999
AT&T Network Systems 1990 - 1992
Skills
Recruitment/Retention, Payroll, Global HR, HRIS, Employee Relations, Relocation, Employment Contracts, Compensation, Safety, SOX, Performance Management, HR Policies, HR Strategy, Immigration, Deferred Compensation, Human Resources, Personnel Management, Immigration Law, Recruiting, Talent Acquisition, Sarbanes-Oxley Act, Technical Recruiting, Applicant Tracking..., HR Consulting, Program Management, Job Descriptions, Workforce Planning, Temporary Placement, Onboarding, College Recruiting, Strategy, Employment Law, Talent Management, Employee Engagement, Succession Planning, Employee Benefits, Labor Relations, Benefits Administration, Organizational Design, Organizational..., Interviews, Employer Branding, HR Transformation, Internet Recruiting, Compensation & Benefit, Career Development, Organizational..., Sourcing, New Hire Orientations, Employee Training
Education
San Francisco State University 1987 — 1990
BA
San Francisco State University 1987 — 1989
BA
BackOps September 2013 - Present
Solar Power, Inc. July 2011 - September 2013
FolioDynamix January 2011 - July 2011
Novariant Inc. February 2009 - January 2011
Pharsight Corporation September 2005 - November 2008
Silicon Valley Bank May 1999 - August 2005
Schlumberger ATE May 1993 - May 1999
AT&T Network Systems 1990 - 1992
Skills
Recruitment/Retention, Payroll, Global HR, HRIS, Employee Relations, Relocation, Employment Contracts, Compensation, Safety, SOX, Performance Management, HR Policies, HR Strategy, Immigration, Deferred Compensation, Human Resources, Personnel Management, Immigration Law, Recruiting, Talent Acquisition, Sarbanes-Oxley Act, Technical Recruiting, Applicant Tracking..., HR Consulting, Program Management, Job Descriptions, Workforce Planning, Temporary Placement, Onboarding, College Recruiting, Strategy, Employment Law, Talent Management, Employee Engagement, Succession Planning, Employee Benefits, Labor Relations, Benefits Administration, Organizational Design, Organizational..., Interviews, Employer Branding, HR Transformation, Internet Recruiting, Compensation & Benefit, Career Development, Organizational..., Sourcing, New Hire Orientations, Employee Training
Education
San Francisco State University 1987 — 1990
BA
San Francisco State University 1987 — 1989
BA
Patrick Creighton's FolioDynamix Experience September 2010 - Present
Job Technology Financial Services
Industry Banking
Experience
FolioDynamix September 2010 - Present
CheckFree Investment Services 2007 - March 2011
Pershing 2005 - 2007
CheckFree February 2006 - February 2006
Skills
Fixed Income, SDLC, Equities
Education
Binghamton University 2000 — 2001
Bachelor of Science (BS), Economics, 3.5
St. Lawrence University
FolioDynamix September 2010 - Present
CheckFree Investment Services 2007 - March 2011
Pershing 2005 - 2007
CheckFree February 2006 - February 2006
Skills
Fixed Income, SDLC, Equities
Education
Binghamton University 2000 — 2001
Bachelor of Science (BS), Economics, 3.5
St. Lawrence University
Erin McFadden's FolioDynamix Experience May 2014 - Present
Job Account Executive at FolioDynamix
Industry Financial Services
Experience
FolioDynamix May 2014 - Present
FolioDynamix April 2011 - May 2014
FolioDynamix September 2009 - April 2011
Citi June 2002 - September 2009
Skills
Mutual Funds, Equities, Wealth Management, Portfolio Management, Asset Managment, SMA, UMA, Trading Operations, Account Reconciliation
Education
Miami University 1998 — 2002
Bachelor of Science (BS), Marketing
FolioDynamix May 2014 - Present
FolioDynamix April 2011 - May 2014
FolioDynamix September 2009 - April 2011
Citi June 2002 - September 2009
Skills
Mutual Funds, Equities, Wealth Management, Portfolio Management, Asset Managment, SMA, UMA, Trading Operations, Account Reconciliation
Education
Miami University 1998 — 2002
Bachelor of Science (BS), Marketing
Matt Brenier's FolioDynamix Experience August 2008 - January 2012
Job Implementation Specialist at POS Portal
Industry Information Technology and Services
Experience
POS Portal February 2012 - Present
FolioDynamix August 2008 - January 2012
SunGard June 2004 - August 2008
London Pacific Advisors 1998 - 2004
Miller Financial & Insurance Services May 1998 - September 1998
Group Employee Services November 1996 - May 1998
Merrill Lynch 1996 - 1998
Skills
Program Management, Product Management, Wealth Management, Product Development, Customer Relations, Cross-functional Team..., Product Strategy, Issue Management, Software Project..., Management, CRM, Requirements Analysis, Project Management, Strategy, Customer Service, Analysis, Leadership, Quality Assurance, Business Process, Testing, Strategic Planning
Education
California State University-Sacramento 1990 — 1994
Bachelor of Science, Business Administration
POS Portal February 2012 - Present
FolioDynamix August 2008 - January 2012
SunGard June 2004 - August 2008
London Pacific Advisors 1998 - 2004
Miller Financial & Insurance Services May 1998 - September 1998
Group Employee Services November 1996 - May 1998
Merrill Lynch 1996 - 1998
Skills
Program Management, Product Management, Wealth Management, Product Development, Customer Relations, Cross-functional Team..., Product Strategy, Issue Management, Software Project..., Management, CRM, Requirements Analysis, Project Management, Strategy, Customer Service, Analysis, Leadership, Quality Assurance, Business Process, Testing, Strategic Planning
Education
California State University-Sacramento 1990 — 1994
Bachelor of Science, Business Administration
Louis D'Addario's FolioDynamix Experience April 2009 - Present
Job SVP, Business Development at FolioDynamix
Industry Financial Services
Experience
FolioDynamix April 2009 - Present
Vestmark, Inc. April 2007 - April 2009
CheckFree Investment Services 1999 - 2007
Citi Asset Managment 1996 - 1998
Prudential Investments 1991 - 1998
Skills
Fixed Income, Middle Office, SMA, Microsoft Backoffice, Asset Managment, Wealth Management, Financial Services, Portfolio Management, Investments, Equities, Product Management, Mutual Funds, Alternative Investments, Asset Allocation, Asset Management, Business Development, Capital Markets, Derivatives, Electronic Trading, Hedge Funds, Investment Advisory, Investment Management, Securities, Series 7, Start-ups, Trading, Trading Systems
Education
Rutgers, The State University of New Jersey-Newark 1991 — 1996
FolioDynamix April 2009 - Present
Vestmark, Inc. April 2007 - April 2009
CheckFree Investment Services 1999 - 2007
Citi Asset Managment 1996 - 1998
Prudential Investments 1991 - 1998
Skills
Fixed Income, Middle Office, SMA, Microsoft Backoffice, Asset Managment, Wealth Management, Financial Services, Portfolio Management, Investments, Equities, Product Management, Mutual Funds, Alternative Investments, Asset Allocation, Asset Management, Business Development, Capital Markets, Derivatives, Electronic Trading, Hedge Funds, Investment Advisory, Investment Management, Securities, Series 7, Start-ups, Trading, Trading Systems
Education
Rutgers, The State University of New Jersey-Newark 1991 — 1996
Steve Rooney's FolioDynamix Experience October 2011 - December 2012
Job Executive Vice President of Global Sales at Sapiens
Industry Information Technology and Services
Experience
Sapiens May 2014 - Present
Regulatory DataCorp. January 2013 - April 2014
FolioDynamix October 2011 - December 2012
Actimize October 2004 - October 2011
SunGard Energy Systems (formerly Caminus) March 2001 - September 2004
SS&C Technologies February 1999 - February 2001
PeopleSoft July 1997 - January 1999
Oracle July 1996 - June 1997
BancWare August 1991 - June 1996
Education
Boston College 1985 — 1989
BS, Finance
Sapiens May 2014 - Present
Regulatory DataCorp. January 2013 - April 2014
FolioDynamix October 2011 - December 2012
Actimize October 2004 - October 2011
SunGard Energy Systems (formerly Caminus) March 2001 - September 2004
SS&C Technologies February 1999 - February 2001
PeopleSoft July 1997 - January 1999
Oracle July 1996 - June 1997
BancWare August 1991 - June 1996
Education
Boston College 1985 — 1989
BS, Finance
Kathleen DiDomenico's FolioDynamix Experience October 2008 - March 2015
Job Vice President at J.P. Morgan
Industry Information Technology and Services
Experience
JPMorgan Chase & Co. March 2015 - Present
FolioDynamix October 2008 - March 2015
JP Morgan Chase April 2006 - October 2008
JP Morgan Chase January 2002 - April 2006
Citigroup July 2001 - December 2001
Inernet Access Methods 1999 - 2000
Robertson, Stephens & Co. 1997 - 1998
US Trust 1994 - 1995
Capgemini 1992 - 1994
IBM 1986 - 1992
Skills
SDLC, Fixed Income, Equities, Requirements Analysis, Portfolio Management, Financial Services, Software Project..., Asset Management, Java Enterprise Edition, Agile Methodologies, Requirements Gathering, Trading, Oracle, SQL, Wealth Management, JMS, Trading Systems, Websphere, Business Analysis
Education
Texas A&M University 1982 — 1986
BBA, Business Analysis
JPMorgan Chase & Co. March 2015 - Present
FolioDynamix October 2008 - March 2015
JP Morgan Chase April 2006 - October 2008
JP Morgan Chase January 2002 - April 2006
Citigroup July 2001 - December 2001
Inernet Access Methods 1999 - 2000
Robertson, Stephens & Co. 1997 - 1998
US Trust 1994 - 1995
Capgemini 1992 - 1994
IBM 1986 - 1992
Skills
SDLC, Fixed Income, Equities, Requirements Analysis, Portfolio Management, Financial Services, Software Project..., Asset Management, Java Enterprise Edition, Agile Methodologies, Requirements Gathering, Trading, Oracle, SQL, Wealth Management, JMS, Trading Systems, Websphere, Business Analysis
Education
Texas A&M University 1982 — 1986
BBA, Business Analysis
Colleen Thatcher's FolioDynamix Experience January 2014 - Present
Job Senior Vice President, Account Executive at FolioDynamix
Industry Financial Services
Experience
FolioDynamix January 2014 - Present
GXS January 2012 - January 2014
Fortigent August 2010 - January 2012
KeyBank October 2006 - August 2010
National City Bank July 2003 - October 2006
Morgan Stanley March 2002 - July 2003
Skills
SaaS, Cloud Computing, Enterprise Software, Solution Selling, Business Analysis, Financial Services, Securities, Integration, Professional Services
Education
Weatherhead School of Management at Case Western Reserve University 2004 — 2007
MBA, Marketing
Colgate University 1997 — 2002
BA, French
FolioDynamix January 2014 - Present
GXS January 2012 - January 2014
Fortigent August 2010 - January 2012
KeyBank October 2006 - August 2010
National City Bank July 2003 - October 2006
Morgan Stanley March 2002 - July 2003
Skills
SaaS, Cloud Computing, Enterprise Software, Solution Selling, Business Analysis, Financial Services, Securities, Integration, Professional Services
Education
Weatherhead School of Management at Case Western Reserve University 2004 — 2007
MBA, Marketing
Colgate University 1997 — 2002
BA, French
Sarah Vidal's FolioDynamix Experience September 2014 - Present
Job Implementation Manager at FolioDynamix
Industry Financial Services
Experience
FolioDynamix September 2014 - Present
Veritude January 2009 - September 2014
Fidelity Investments October 2006 - February 2009
Fidelity Investments June 2004 - October 2006
Fidelity Investments May 2003 - June 2004
Skills
Equities, Fixed Income, Business Analysis, Securities, Trading Systems, Financial Services, Trading
Education
Connecticut College 1992 — 1996
BA, Theatre/Theater
FolioDynamix September 2014 - Present
Veritude January 2009 - September 2014
Fidelity Investments October 2006 - February 2009
Fidelity Investments June 2004 - October 2006
Fidelity Investments May 2003 - June 2004
Skills
Equities, Fixed Income, Business Analysis, Securities, Trading Systems, Financial Services, Trading
Education
Connecticut College 1992 — 1996
BA, Theatre/Theater
Dan Randall's FolioDynamix Experience August 2008 - December 2012
Job Senior Architect at Composer Solutions
Industry Computer Software
Experience
Composer Solutions May 2013 - Present
Saint Thomas University May 2015 - Present
American Sentinel University August 2010 - Present
Art Institute of California - Sacramento September 2010 - Present
Daegis Inc. December 2012 - May 2013
FolioDynamix August 2008 - December 2012
SunGard December 2001 - July 2008
Valley Media July 1993 - December 2001
WEBCORP January 1990 - November 1992
Skills
Databases, Web Services, Web Development, IT Management, Programming, Security, PHP, C#, SQL, Software Development, .NET, Integration, Java, Software Engineering, Analysis, Windows, HTML, MySQL, Networking, JavaScript, Software Documentation, Microsoft SQL Server, Mobile Applications, Database Design, Technical Writing, Program Management, Agile Methodologies, Linux, XML, Project Management, Enterprise Architecture, SDLC, Requirements Analysis, Web Applications, C++, Testing, Process Simulation, Agile Methodolgy, Web Design, Unix, Software Project..., Cloud Computing, Process Development, Strategic Planning, Customer Relations, J2EE, Documentation, Computer Science, College Teaching, Oracle
Education
Nova Southeastern University 2010 — 2013
Ph.D., Computer Science
Capitol College
MS, Computer Science
American Public University System 2008 — 2011
MA, History
American Sentinel University
BS, Computer Science
University of California, Davis
BS, Biochemistry
Composer Solutions May 2013 - Present
Saint Thomas University May 2015 - Present
American Sentinel University August 2010 - Present
Art Institute of California - Sacramento September 2010 - Present
Daegis Inc. December 2012 - May 2013
FolioDynamix August 2008 - December 2012
SunGard December 2001 - July 2008
Valley Media July 1993 - December 2001
WEBCORP January 1990 - November 1992
Skills
Databases, Web Services, Web Development, IT Management, Programming, Security, PHP, C#, SQL, Software Development, .NET, Integration, Java, Software Engineering, Analysis, Windows, HTML, MySQL, Networking, JavaScript, Software Documentation, Microsoft SQL Server, Mobile Applications, Database Design, Technical Writing, Program Management, Agile Methodologies, Linux, XML, Project Management, Enterprise Architecture, SDLC, Requirements Analysis, Web Applications, C++, Testing, Process Simulation, Agile Methodolgy, Web Design, Unix, Software Project..., Cloud Computing, Process Development, Strategic Planning, Customer Relations, J2EE, Documentation, Computer Science, College Teaching, Oracle
Education
Nova Southeastern University 2010 — 2013
Ph.D., Computer Science
Capitol College
MS, Computer Science
American Public University System 2008 — 2011
MA, History
American Sentinel University
BS, Computer Science
University of California, Davis
BS, Biochemistry
Jonathan Ferrara's FolioDynamix Experience May 2009 - Present
Job SVP Product Management at FolioDynamix
Industry Financial Services
Experience
FolioDynamix May 2009 - Present
JPMorgan Chase December 2008 - May 2009
Boston Financial Data Services August 2006 - December 2008
State Street May 2004 - August 2006
Skills
Equities, Fixed Income, Wealth Management, Securities, Project Management, Mutual Funds, Portfolio Management, Product Development, Financial Services, Investment Strategies, Trading, Trading Systems, Asset Management, Separately Managed..., Product Management, Risk Management, Investment Management, Business Analysis, SDLC, Investments, Asset Allocation
Education
Rutgers, The State University of New Jersey-Newark 2005 — 2010
MBA, Business Strategy and Information Technology
Boston College 2000 — 2004
Bachelor of Science (BS), Finance, General
FolioDynamix May 2009 - Present
JPMorgan Chase December 2008 - May 2009
Boston Financial Data Services August 2006 - December 2008
State Street May 2004 - August 2006
Skills
Equities, Fixed Income, Wealth Management, Securities, Project Management, Mutual Funds, Portfolio Management, Product Development, Financial Services, Investment Strategies, Trading, Trading Systems, Asset Management, Separately Managed..., Product Management, Risk Management, Investment Management, Business Analysis, SDLC, Investments, Asset Allocation
Education
Rutgers, The State University of New Jersey-Newark 2005 — 2010
MBA, Business Strategy and Information Technology
Boston College 2000 — 2004
Bachelor of Science (BS), Finance, General
Lieben Kunnumpuram's FolioDynamix Experience January 2015 - Present
Job Frontend Application Architect at Folio Dynamix
Industry Computer Software
Experience
FolioDynamix January 2015 - Present
FolioDynamix February 2010 - Present
LIEBENS TECHNOLOGIES January 2007 - Present
CNA Insurance October 2006 - July 2010
SYNTEL INC September 2005 - February 2010
American Express January 2009 - January 2010
CNA Insurance June 2008 - July 2009
American Express September 2007 - July 2008
Metasolv Software(Acquired by Oracle) - Telecomm OSS August 2005 - August 2006
SRI RAM Infotech (P) LTD 2004 - 2005
Skills
Web Services, SOA, Java, J2EE Application..., Sencha, ExtJs, IBM MQ Series, Jasper Reports, JavaScript, EJB, Project Management, PCI DSS, PCI Standards, Sencha Touch, Mobile Phone Apps, JSP development, DB2, Unix Shell Scripting, Project Delivery, SDLC, Program Management, Enterprise Architecture, Metasolv M6, Struts, Spring, Hibernate, Guidewire, Web Development, JMS, Java Enterprise Edition, Business Intelligence, UML, Web Applications, Agile Methodologies, Unix, Requirements Analysis, jQuery, OOAD, Business Analysis, WebSphere MQ, Linux, XML, Mobile Applications, Solaris, Scrum, Websphere
Education
Periyar University 1999 — 2004
MS, Software Engineering
FolioDynamix January 2015 - Present
FolioDynamix February 2010 - Present
LIEBENS TECHNOLOGIES January 2007 - Present
CNA Insurance October 2006 - July 2010
SYNTEL INC September 2005 - February 2010
American Express January 2009 - January 2010
CNA Insurance June 2008 - July 2009
American Express September 2007 - July 2008
Metasolv Software(Acquired by Oracle) - Telecomm OSS August 2005 - August 2006
SRI RAM Infotech (P) LTD 2004 - 2005
Skills
Web Services, SOA, Java, J2EE Application..., Sencha, ExtJs, IBM MQ Series, Jasper Reports, JavaScript, EJB, Project Management, PCI DSS, PCI Standards, Sencha Touch, Mobile Phone Apps, JSP development, DB2, Unix Shell Scripting, Project Delivery, SDLC, Program Management, Enterprise Architecture, Metasolv M6, Struts, Spring, Hibernate, Guidewire, Web Development, JMS, Java Enterprise Edition, Business Intelligence, UML, Web Applications, Agile Methodologies, Unix, Requirements Analysis, jQuery, OOAD, Business Analysis, WebSphere MQ, Linux, XML, Mobile Applications, Solaris, Scrum, Websphere
Education
Periyar University 1999 — 2004
MS, Software Engineering
Margaret Salvemini's FolioDynamix Experience September 2009 - April 2010
Job Specialist, Quality Assurance at Prudential
Industry Computer Software
Experience
Prudential July 2015 - Present
Hertz August 2013 - July 2015
Prudential Financial April 2010 - August 2013
FolioDynamix September 2009 - April 2010
Linedata Services (formerly Global Investment Systems) 2002 - September 2009
UBS Global Asset Management 2001 - 2002
Brown Brothers Harriman March 2000 - January 2001
Skills
Business Analysis, SDLC, Requirements Analysis, Management, Quality Assurance, Process Improvement, Software Project..., Mutual Funds, Visio, Financial Services
Education
University of Phoenix 2004 — 2006
Masters, MIS/Management
Fairleigh Dickinson University 1995 — 1999
Bachelor of Science, Marketing
Prudential July 2015 - Present
Hertz August 2013 - July 2015
Prudential Financial April 2010 - August 2013
FolioDynamix September 2009 - April 2010
Linedata Services (formerly Global Investment Systems) 2002 - September 2009
UBS Global Asset Management 2001 - 2002
Brown Brothers Harriman March 2000 - January 2001
Skills
Business Analysis, SDLC, Requirements Analysis, Management, Quality Assurance, Process Improvement, Software Project..., Mutual Funds, Visio, Financial Services
Education
University of Phoenix 2004 — 2006
Masters, MIS/Management
Fairleigh Dickinson University 1995 — 1999
Bachelor of Science, Marketing
Pamela Onnen's FolioDynamix Experience October 2013 - Present
Job Junior Developer at FolioDynamix
Industry Law Practice
Experience
FolioDynamix October 2013 - Present
Modis November 2012 - Present
McDonough Holland & Allen PC January 2012 - Present
McDonough Holland & Allen PC January 1988 - December 2011
B.J. Onnen Trucking 1989 - 2005
Silverado Motor Court November 1985 - November 1987
McDonough Holland & Allen PC November 1983 - November 1985
Skills
Crystal Reports, Excel, SQL, Data Warehousing, Business Objects, Access, Business Intelligence, Data Analysis, Business Analysis, Accounting, Microsoft Office 2010, Microsoft Excel
Education
University of California, Davis 2001 — 2003
Information Management
California State University-Sacramento 1981 — 1983
Business Administration
University of California, Santa Barbara 1977 — 1979
BA, Psychology
FolioDynamix October 2013 - Present
Modis November 2012 - Present
McDonough Holland & Allen PC January 2012 - Present
McDonough Holland & Allen PC January 1988 - December 2011
B.J. Onnen Trucking 1989 - 2005
Silverado Motor Court November 1985 - November 1987
McDonough Holland & Allen PC November 1983 - November 1985
Skills
Crystal Reports, Excel, SQL, Data Warehousing, Business Objects, Access, Business Intelligence, Data Analysis, Business Analysis, Accounting, Microsoft Office 2010, Microsoft Excel
Education
University of California, Davis 2001 — 2003
Information Management
California State University-Sacramento 1981 — 1983
Business Administration
University of California, Santa Barbara 1977 — 1979
BA, Psychology
Stephen Keck's FolioDynamix Experience February 2013 - September 2013
Job Principal at Mulberry Capital Management
Industry Investment Management
Experience
Mulberry Capital Management October 2013 - Present
FolioDynamix February 2013 - September 2013
Access Partners May 2007 - February 2013
Signal Capital Mgmt./Old National Trust Company May 1981 - May 2007
Skills
Portfolio Management, Due Diligence, Investments, Equities, Asset Allocation, Wealth Management, Management, Banking, Investment Strategies, Mutual Funds
Education
Michigan State University - The Eli Broad College of Business 1979 — 1980
MBA, Finance
Purdue University 1975 — 1979
BA, Psychology
Purdue University - Krannert School of Management 1975 — 1979
BS, Management
Mulberry Capital Management October 2013 - Present
FolioDynamix February 2013 - September 2013
Access Partners May 2007 - February 2013
Signal Capital Mgmt./Old National Trust Company May 1981 - May 2007
Skills
Portfolio Management, Due Diligence, Investments, Equities, Asset Allocation, Wealth Management, Management, Banking, Investment Strategies, Mutual Funds
Education
Michigan State University - The Eli Broad College of Business 1979 — 1980
MBA, Finance
Purdue University 1975 — 1979
BA, Psychology
Purdue University - Krannert School of Management 1975 — 1979
BS, Management
Ankit Dave's FolioDynamix Experience August 2008 - February 2010
Job SDET at Expedia
Industry Information Technology and Services
Experience
Expedia April 2011 - Present
Citrix Systems December 2010 - March 2011
CWIE March 2010 - December 2010
FolioDynamix August 2008 - February 2010
SunGard September 2006 - August 2008
Intel May 2006 - August 2006
Patni Computer Systems March 2004 - December 2004
Skills
Agile Methodologies, SQL, XML, Java, Test Automation
Education
California State University-Sacramento 2005 — 2007
Software Engineering
New York University - Polytechnic School of Engineering 2005 — 2005
MS, Computer Science
Gujarat University 2000 — 2004
BE, Computer Engineering
Expedia April 2011 - Present
Citrix Systems December 2010 - March 2011
CWIE March 2010 - December 2010
FolioDynamix August 2008 - February 2010
SunGard September 2006 - August 2008
Intel May 2006 - August 2006
Patni Computer Systems March 2004 - December 2004
Skills
Agile Methodologies, SQL, XML, Java, Test Automation
Education
California State University-Sacramento 2005 — 2007
Software Engineering
New York University - Polytechnic School of Engineering 2005 — 2005
MS, Computer Science
Gujarat University 2000 — 2004
BE, Computer Engineering
Robert Stennett's FolioDynamix Experience 2008 - 2010
Job Research, Analytics, and Production Associate at Fisher Investments
Industry Investment Management
Experience
Fisher Investments 2010 - Present
FolioDynamix 2008 - 2010
Education
California State University-Sacramento 2005 — 2010
Fisher Investments 2010 - Present
FolioDynamix 2008 - 2010
Education
California State University-Sacramento 2005 — 2010
Nicolas DiLorenzo's FolioDynamix Experience October 2012 - Present
Job Interface Business Analyst at Folio Dynamix
Industry Information Technology and Services
Experience
FolioDynamix October 2012 - Present
UPS Corporate March 2006 - September 2012
Northwestern Mutual December 2004 - March 2006
Skills
Visio, Access, Process Improvement, Business Analysis, Project Management, Analysis, Vendor Management, SDLC, Microsoft Office, Software Documentation, - Proficient in: DB2,..., - Development, Query..., - Knowledge of FIX..., - Knowledge of shell..., Unix
Education
Seton Hall University 2008 — 2011
M.B.A, Information Technology Management
New Jersey Institute of Technology 2000 — 2004
B.S., Management Information Systems
FolioDynamix October 2012 - Present
UPS Corporate March 2006 - September 2012
Northwestern Mutual December 2004 - March 2006
Skills
Visio, Access, Process Improvement, Business Analysis, Project Management, Analysis, Vendor Management, SDLC, Microsoft Office, Software Documentation, - Proficient in: DB2,..., - Development, Query..., - Knowledge of FIX..., - Knowledge of shell..., Unix
Education
Seton Hall University 2008 — 2011
M.B.A, Information Technology Management
New Jersey Institute of Technology 2000 — 2004
B.S., Management Information Systems
Ronald Rawdon's FolioDynamix Experience SVP, Business DevelopmentVestmark, Inc.April 2007 - April 2009
Job SVP, Business Development at FolioDynamix
Industry Financial Services
Experience
FolioDynamix SVP, Business DevelopmentVestmark, Inc.April 2007 - April 2009
CheckFree Investment Services August 1994 - April 2007
Education
Fairleigh Dickinson University 1985 — 1989
B.A., Finance and International Business
FolioDynamix SVP, Business DevelopmentVestmark, Inc.April 2007 - April 2009
CheckFree Investment Services August 1994 - April 2007
Education
Fairleigh Dickinson University 1985 — 1989
B.A., Finance and International Business
Andrew Maurer's FolioDynamix Experience March 2015 - Present
Job Client Manager at FolioDynamix
Industry Financial Services
Experience
FolioDynamix March 2015 - Present
Citi September 2012 - March 2015
Citi June 2007 - August 2012
Skills
Mutual Funds, Financial Analysis, Asset Managment, Middle Office, Fixed Income, Equities, Bloomberg, Portfolio Management, Securities, Financial Services
Education
The Ohio State University 2002 — 2007
FolioDynamix March 2015 - Present
Citi September 2012 - March 2015
Citi June 2007 - August 2012
Skills
Mutual Funds, Financial Analysis, Asset Managment, Middle Office, Fixed Income, Equities, Bloomberg, Portfolio Management, Securities, Financial Services
Education
The Ohio State University 2002 — 2007
Suzy Rau's FolioDynamix Experience July 2001 - Present
Job Sr Accountant at FolioDynamix
Industry Financial Services
Experience
FolioDynamix July 2001 - Present
Skills
Investments, Asset Managment, Portfolio Management, Wealth Management, Mergers, Analysis, Business Analysis, Software Documentation, Strategic Planning, Accounting, Project Management, Fixed Income, Requirements Analysis, Program Management, SQL, Equities, Mergers & Acquisitions, Asset Management, Financial Services
Education
California State University-Fresno
Bachelor of Science (BS), Business Administration and Management, General
FolioDynamix July 2001 - Present
Skills
Investments, Asset Managment, Portfolio Management, Wealth Management, Mergers, Analysis, Business Analysis, Software Documentation, Strategic Planning, Accounting, Project Management, Fixed Income, Requirements Analysis, Program Management, SQL, Equities, Mergers & Acquisitions, Asset Management, Financial Services
Education
California State University-Fresno
Bachelor of Science (BS), Business Administration and Management, General
Jonelle Stenson's FolioDynamix Experience August 2008 - Present
Job SVP Finance at FolioDynamix
Industry Financial Services
Experience
FolioDynamix August 2008 - Present
SunGard Advisor Technologies June 2003 - August 2008
London Pacific Advisors June 2000 - June 2003
PwC January 1982 - November 1986
Education
California State University-Sacramento 1979 — 1981
Bachelor of Science
FolioDynamix August 2008 - Present
SunGard Advisor Technologies June 2003 - August 2008
London Pacific Advisors June 2000 - June 2003
PwC January 1982 - November 1986
Education
California State University-Sacramento 1979 — 1981
Bachelor of Science
Jared Tromer's FolioDynamix Experience June 2015 - August 2015
Job Product Solutions Intern at FolioDynamix
Industry Financial Services
Experience
FolioDynamix June 2015 - August 2015
Zeta Beta Tau Fraternity July 2013 - March 2015
Guy Carpenter June 2014 - July 2014
MacNeill Group, Inc. June 2012 - August 2013
Education
Tulane University 2012 — 2016
Finance and Marketing
FolioDynamix June 2015 - August 2015
Zeta Beta Tau Fraternity July 2013 - March 2015
Guy Carpenter June 2014 - July 2014
MacNeill Group, Inc. June 2012 - August 2013
Education
Tulane University 2012 — 2016
Finance and Marketing
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY