FOLIOfn Company
Industry: Company
DescriptionFounded: 1999 Parent organization: Folio Financial Subsidiary: BUYandHOLD, Inc.
FOLIOfn List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at FOLIOfn. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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FOLIOfn Employees
Globe University January 2014 - Present
Marketing Ventures Inc. October 2008 - Present
H&R Block December 2009 - April 2014
DeVry University 2011 - 2013
Black Box Network Services December 2005 - October 2008
FOLIOfn June 2005 - December 2005
Verizon January 2004 - January 2005
PANAMSAT October 2001 - November 2003
Lucent Technologies September 2000 - September 2001
3COM Corporation November 1999 - August 2000
Skills
Strategic Planning, Product Management, Account Management, Business Development, Team Building, Sales, New Business Development, Cross-functional Team..., Marketing, Team Leadership, Strategic Partnerships, Marketing Strategy, Business Strategy, Project Management, Executive Management, Leadership, Start-ups, Program Management, Marketing Communications, Project Planning, Operations Management, Budgets, Customer Service, Strategy, Management, Contract Negotiation, Customer Satisfaction, Business Planning, Process Improvement, Solution Selling, Sales Operations, Vendor Management, Market Research, B2B, E-commerce, Marketing Management, P&L Management, Integrated Marketing, Public Relations, CRM, Sales Management, Human Resources, Enterprise Software, Advertising, Networking, Telecommunications, Training, Salesforce.com, Competitive Analysis, Time Management
Education
Keller Graduate School of Management of DeVry University 2001 — 2010
MBA, MBA
Youngstown State University 1976 — 1981
BA, Political Science & Business
Austintown Fitch High School
NRI Management Group LLC January 2013 - Present
INR Energy, LLC and Affiliates June 2007 - Present
Circuit City August 2005 - June 2007
Fisher Scientific February 2004 - August 2005
KPMG Consulting December 2001 - April 2002
FOLIOfn April 2000 - November 2001
Federal Reserve Bank of Richmond May 1998 - March 2000
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Finance, R, Forecasting, Valuation, Mergers & Acquisitions, Due Diligence, Investments, Business Planning, Accounting, Start-ups, Management, Planning, Acquisition Analysis, M&A due diligence, Excel, Business Strategy, Corporate Development, Analysis, Strategic Planning, Private Equity
Education
Carnegie Mellon University - Tepper School of Business 2002 — 2004
MBA, Finance, Quantitative Analysis, Operations
University of Richmond 1994 — 1998
BSBA, Finance, Economics
Russell Reynolds Associates July 2003 - July 2008
FOLIOfn June 1999 - June 2003
APTI/Raytheon 1997 - 1999
McNeily, Rosenfeld and Rubenstein 1993 - 1996
Skills
Strategic Planning, Research, Non-profits, Event Planning, Public Speaking, Leadership Development, Management Consulting, Nonprofits, Start-ups, Psychotherapy, Fundraising, Event Management, Marketing, Proposal Writing, Leadership, Mental Health, Business Strategy, Management, Program Management, Time Management, Policy, Social Services, Business Development, Community Outreach, Government, Workshop Facilitation, Program Development, Training, Human Resources, Public Relations, Volunteer Management, Policy Analysis, Organizational..., Community Development
Education
Howard University 2006 — 2009
Masters, Social Work, 4.0
University of Maryland College Park
Bachelor of Science, Criminology/Criminal Justice
Two Minute Feedback January 2014 - Present
1000 Trees LLC May 2013 - Present
1000 Trees, LLC February 2013 - Present
FOLIOfn September 2008 - March 2012
AOL LLC July 1996 - 2008
America Online 1996 - 2008
Childvision Educational Films October 1993 - June 1996
Groundlings 1989 - 1992
Skills
Social Media, Brand Development, Business Strategy, Video, Product Marketing, Digital Strategy, Product Development, Corporate Communications, User Experience, Strategic Planning, Digital Media, Product Innovation, Online Marketing, Marketing, Strategic Partnerships, Mobile Devices, Product Management, E-commerce, CRM, SaaS, Cross-functional Team..., Leadership, New Media, Management, Online Advertising, Digital Marketing, Web Analytics, Content Strategy, Start-ups, SEO, Mobile Marketing, Integrated Marketing, Analytics, Email Marketing, Mobile Applications, Mobile Advertising, Information Architecture, Business Development
Education
University of California, Los Angeles 1974 — 1976
MFA, Theatre and Film
Tufts University 1970 — 1974
Bachelor of Arts, Theater
iDiscovery Solutions August 2013 - Present
Navigant July 2012 - July 2013
Navigant August 2011 - July 2012
Ignited Discovery July 2011 - August 2011
FOLIOfn October 2009 - July 2011
Rydex Investments January 2009 - June 2009
Rydex Investments February 2008 - December 2008
Rydex Investments December 2006 - January 2008
Rydex Investments March 2006 - November 2006
Rydex Investments May 2004 - February 2006
Skills
Series 63, Series 65, Series 7, Investments, Strategy, Mutual Funds, Securities, Alternative Investments, Equities, Asset Allocation, Fixed Income, Hedge Funds, Financial Services, Investment Strategies, ETFs, Relativity Certified..., Investor Relations, CRM
Education
Georgetown University 2014 — 2014
Paralegal Studies Program, Legal Technology and Project Management
University of Maryland College Park 1999 — 2003
Bachelor of Arts, Criminology
Billing Tree August 2014 - Present
Merrill Edge February 2013 - December 2013
FOLIOfn September 2011 - August 2012
ING Funds November 2008 - November 2010
ING Funds May 2005 - November 2008
American International Group April 2001 - June 2002
The Vanguard Group January 1999 - April 2001
Skills
Mutual Funds, Alternative Investments, Marketing, Business Development, Series 63, Project Management, Sales, Spanish, Financial Services, Training, Fixed Income, Strategic Planning, Investments, Management, Series 7
Education
California Western School of Law 2002 — 2003
University of Arizona 1991 — 1996
Bachelor of Science, Political Science
Evolver, Inc. May 2010 - Present
Evolver, Inc October 2008 - August 2010
Evolver, Inc. March 2009 - January 2010
Freddie Mac October 2007 - October 2008
Freddie Mac October 2003 - October 2007
FOLIOfn November 2000 - October 2003
Inventa Technologies, Inc. June 2000 - September 2000
Fannie Mae June 1992 - June 2000
Clerk of the Court, Hillsborough County, FL 1990 - 1991
Skills
Program Management, PMP, Risk Management, SDLC, CRM, Requirements Analysis, Software Development, IT Strategy, PMO, Business Analysis, Enterprise Architecture, Process Improvement, Testing, Vendor Management, Service Level Agreements, Contract Negotiation, Business Process..., Business Process Design, RUP, Business Continuity..., IT Risk Management, IT Controls, Contract Management, Portfolio Management
Education
Virginia Polytechnic Institute and State University - Pamplin College of Business 1996 — 2000
MBA
University of South Florida 1986 — 1991
BS
Kankakee High School 1983 — 1986
Independent Consulting & Business Due Diligence June 2013 - August 2014
Xerox May 2009 - May 2013
Sprint Nextel Corp. March 2007 - April 2009
Sprint Nextel January 2006 - March 2007
Nextel June 2005 - January 2006
FOLIOfn June 2004 - June 2005
SCS Engineers October 1996 - September 2004
Skills
Forecasting, Budgeting, P&L, Financial Analysis, Excel, Program Management, Income Statement, Leadership, Budgets, Management, Microsoft Excel, Analysis, Business Process..., Training, Financial Modeling, Project Planning, Project Management, Finance
Education
University of Maryland - Robert H. Smith School of Business 2002 — 2004
MBA
Indiana University Bloomington 1993 — 1996
MS
St. Xavier's College 1989 — 1992
B.S
BPM 1982 — 1987
AARP January 2015 - Present
UX Associates, LLC February 2014 - January 2015
Asurion (Formerly N.E.W. Customer Service Companies, Inc.) January 2009 - February 2014
Network Solutions April 2003 - December 2008
FolioFN March 1999 - April 2003
Symphony Marketing Group June 1995 - March 1999
Skills
E-commerce, Web Analytics, Web Design, Email Marketing, Organic Search, Online Advertising, Patents, Management, Direct Marketing, Customer Acquisition, Multi-channel Marketing, Brand Development, Google Analytics, Lead Generation, Digital Media, User Interface, SEO, Omniture, Digital Strategy, Usability, Web Performance, Integrated Marketing, Conversion Optimization, User Experience, User Interface Design, Team Management, Vendor Management, Customer Experience, Information Architecture, Web Strategy, Creative Direction, Marketing, Web Marketing, Marketing Strategy, A/B testing, Online Marketing, Content Strategy, Website Development, Interactive Marketing, Leadership, Digital Marketing, Mobile Devices, Web Content Management, Web 2.0, Google Adwords, User Research, WordPress, Multivariate Testing, Usability Testing, Analytics
Education
Lynchburg College 1991 — 1995
Bachelor of Arts (BA)
Bon Secours Health System December 2013 - Present
Bon Secours Health System February 2010 - December 2013
Wellpoint/Health Management Corporation February 2009 - February 2010
Circuit City Stores March 2006 - February 2009
Circuit City November 2004 - March 2006
FOLIOfn April 2002 - November 2004
Skills
Product Marketing, Marketing Communications, Marketing Strategy, Healthcare, Building Relationships, Service Excellence, Strategy, Patient Experience, Employee Engagement, Patient Advocacy, Physician Engagement, Marketing, Brand Development, Program Management, Lead Generation, Product Development, Multi-channel Marketing
Education
American University - Kogod School of Business 1999 — 2001
MBA, Marketing and e-commerce Management
Randolph-Macon College 1993 — 1997
BA, Internationl Relations/Bus and Econ/French
DFACS July 2012 - Present
First Lego League of Atlanta October 2011 - February 2012
U.S. Department of Justice January 2008 - July 2011
FOLIOfn October 2007 - December 2007
Skills
Policy, Non-profits, Public Speaking, Research, Corporate Law, Strategic Planning, Fundraising, Government, Program Management, Analysis, Mediation, Policy Analysis, Leadership
Education
Bellevue University 2010 — 2011
Masters in Public Administration, Gender Based Violence in Conflict
DeVry University 1996 — 1999
Bachelor of Science, Operations Management/Business Administration
FOLIOfn December 1999 - Present
First Clearing Corp. May 1994 - December 1999
Education
North Carolina State University
ThreatTrack Security Inc. January 2015 - Present
NetIQ March 2011 - December 2014
Novell April 2006 - December 2011
e-Security August 2003 - April 2006
FOLIOfn October 2000 - August 2003
Donaldson, Lufkin & Jenrette January 1999 - June 2000
Salomon Smith Barney 1994 - 1998
Skills
Enterprise Software, Cloud Computing, Security, Identity Management, SaaS, Security Management, Enterprise Architecture, Software Development, Agile Methodologies, Integration, Information Security..., Virtualization, System Architecture, Network Security, ITIL, Solution Architecture, Data Center, SDLC, Technical Leadership, IT Strategy, Community Organizing, Unix, SOA, Information Security, Linux, Professional Services, Computer Security, Perl
Education
Harvard Business School 2010 — 2010
Non-degree Certificate program, Leadership Development and Management
Rutgers University-New Brunswick 1991 — 1995
BS, Computer and Electrical Engineering
FOLIOfn June 2014 - February 2015
Edelman January 2011 - March 2013
ING (Voya) Investment Management November 2004 - June 2009
Charles Schwab April 1996 - October 1999
Morgan Stanley April 1994 - March 1996
Fidelity Investments October 1987 - April 1994
Skills
Corporate Communications, Media Relations, Thought Leadership, Crisis Communications, Internal Communications, Strategic Communications, Financial Services, Strategy, Blogging, New Media, Crisis Management, Marketing, Messaging, Speech Writing, Public Relations, Journalism, Reputation Management, Spokesperson, Digital Marketing, Message Development, Communication Training, Positioning, Leadership, Communications Planning, Press Releases, Public Affairs, Investor Relations, Content Development, Analyst Relations
Education
Boston University 1983 — 1985
M.S.
The University of Manchester 1979 — 1983
B.S.
Fannie Mae July 2014 - Present
Fannie Mae April 2013 - July 2014
DHS/OCIO/ESDO November 2012 - March 2013
NTT Data (formerly KEANE) February 2009 - November 2012
Network Solutions October 2004 - February 2009
BCE Emergis July 2003 - October 2004
e-centives November 2001 - July 2003
Foliofn July 2000 - November 2001
Skills
Software Configuration..., Unix, Scrum Alliance..., ITIL 2011 Foundations..., Serena Version Manager, Serena TeamTrack, CVS, Perl, Unix Shell Scripting, McCabe TrueChange, StarTeam, PHP, HTML, SQL, Build Automation, Scrum, Ant, SDLC, Release Management, Software Development, Agile Methodologies, Configuration Management, Creative Solutions, Enterprise Software, Requirements Analysis, Serena Changeman, Shell Scripting, Software Documentation, Weblogic, WebLogic
Education
Chubb Top Gun Program 2000 — 2000
Certificate, Client-Server Programming
Tver State University 1990 — 1995
BA, Linguistics/English
EverBank March 2014 - Present
KPMG September 2004 - March 2014
Halt, Buzas & Powell, Ltd. May 2003 - July 2004
MyStockFund Securities, LLC January 2002 - July 2003
FOLIOfn May 2000 - October 2001
Clarendon Securities April 1999 - May 2000
First Virginia Bank August 1998 - April 1999
Skills
Financial Reporting, SOX, Compliance, Risk Management, Accounting, Sarbanes-Oxley Act
Education
George Mason University - School of Management 2002 — 2004
BS Accounting, Accounting and Economics
East Carolina University 1994 — 1997
Bachelor of Arts (BA), Political Science and Government
Innotac, Inc January 2000 - Present
FOLIOfn November 2007 - February 2012
CodeRyte, Inc September 2004 - November 2007
CACI November 2001 - August 2004
Step 9 Software 1997 - 2001
BDM/TRW/Northrup Grumman 1994 - 1997
George Mason University 1994 - 1997
Skills
Java Enterprise Edition, XML, Agile Methodologies, Software Development, Perl, Java, Hibernate, Unix, JUnit, Maven, Programming, Requirements Analysis, Software Engineering, Integration, Tomcat, SQL, Linux, JavaScript, MySQL, Spring, HTML, Cloud Computing, Software Design, EJB, Ruby, Enterprise Architecture, TCP/IP, Test Driven Development, Agile, J2EE, Operating Systems, CSS, Architecture, Security, AJAX, Web Development, Application Development, Glassfish, JBoss Application Server, JPA, ExtJS, DevOps, Continuous Integration, Continuous Delivery, Groovy, Grails, Git, MongoDB, Nexus CLM, New Relic
Education
George Mason University 1993 — 1997
Bachelor of Science (B.S.), Computer Science
Maury
Under Armour September 2014 - Present
Ralph Lauren December 2013 - September 2014
Viacom January 2010 - December 2013
Avail-TVN January 2010 - 2012
Disney 2005 - March 2010
TARGUSinfo 2002 - 2005
FOLIOfn 1999 - 2002
NISSAN North America 1995 - 1999
Skills
Integrated Marketing, Digital Media, Digital Strategy, Digital Marketing, Marketing Strategy, Online Advertising, Interactive Marketing, Social Media Marketing, Mobile Marketing, Advertising, Social Media, Strategic Partnerships, Analytics, Email Marketing, Web Analytics, Marketing, CRM, Content Strategy, Media Planning, New Media, Brand Development, Online Marketing, Brand Management, Innovation, Rock Music
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business
MBA, Marketing
sewickley academy
PNC May 2015 - Present
PNC Investments June 2010 - Present
Cesium Capital Consulting, LLC August 2007 - November 2010
Dividend Capital June 2005 - April 2007
Bank of America May 2003 - February 2005
Morningstar October 2001 - May 2003
SEI Investments May 1996 - September 2001
FOLIOfn 2000 - 2001
Education
Webster University 1991 — 1993
MBA, Management
United States Air Force Academy 1983 — 1987
Bachelor of Science, Engineering
Favor August 2015 - Present
Amazon February 2015 - Present
Amazon November 2013 - Present
Edmentum May 2012 - November 2013
HPUMC-Child Development Program March 2011 - May 2012
FOLIOfn May 2008 - September 2008
Skills
Sales, New Business Development, Integrated Marketing, Marketing Strategy, Retail, Sales Management, Microsoft Office, Advertising, Sales Process, Management, Training, Online Marketing, Strategic Planning, Sales Presentations, Marketing
Education
Abilene Christian University 2004 — 2008
BS, Marketing and Communications
HubShout April 2007 - Present
1-800-Pack-Rat October 2005 - March 2007
AOL May 2003 - October 2005
Intuit June 2002 - August 2002
FolioFN 1999 - 2001
Skills
Web Analytics, Lead Generation, Web Marketing, Conversion Optimization, Public Relations, SEM, Analytics, PPC, Google Analytics, SEO, Start-ups, Social Media, Marketing, Facebook, Digital Marketing, Online Marketing, Landing Page..., Management, Social Media Marketing, Online Advertising, Mobile Marketing, Account Management, Customer Acquisition, Email Marketing, Strategic Partnerships, Copywriting, Omniture, WordPress, Blogging, Advertising, Entrepreneurship, Google Adwords, Digital Strategy
Education
Georgetown University 2001 — 2003
MBA
University of Florida 1991 — 1995
BA
Nasdaq April 2014 - Present
UX Show and Tell 2009 - Present
NASDAQ OMX June 2011 - April 2014
Merck December 2009 - June 2011
Erova Studios LLC August 2000 - June 2011
Usability Professionals Association of New Jersey July 2010 - January 2011
Library of Congress (via CACI Inc. and Erova Studios LLC) July 2009 - November 2009
Hillcrest Labs August 2008 - March 2009
FOLIOfn January 2008 - August 2008
CC Pace (via Erova Studios LLC) August 2007 - January 2008
Skills
User Experience, Information Architecture, Interaction Design, User Interface Design, Usability Testing, Product Management, Usability, Whisky, User Interface, Heuristic Evaluation, Endorsements, User Experience Design, Face to Face Sales, Precision Tooling, User Research, Fashion, Web Project Management, User-centered Design, Web Design, LinkedIn, Messaging Development, Recruiting, Recruitment Advertising, Rings, SWIFT messaging, Wordsmithing, Design Strategy, LinkedIn Recruiter, Party Wall Matters, Retaining Walls, Slide Shows, Snow, Snow Removal, Microsoft Office, Pizza, Sanitation, Direct Store Delivery, Radio Broadcasting, Plastic Extrusion, Spelling, Snowflake, PowerPoint, Anger Management, Slide Decks, Snowshoeing, Personal Health, Pasta, Party Wall Surveyor, Unicorn, Hygiene
Education
University of Maryland Baltimore County 2007 — 2008
Graduate Study, Human Computer Interaction & Human Factors, 4.0
University of Maryland College Park 1996 — 1998
BA, English
SoapBox Soaps 2010 - Present
TalkChalk January 2011 - May 2012
LivingSocial 2011 - 2011
IBM Global Business Services 2010 - 2011
www.DanielDoll.net; www.AmericanUltimate.com August 2009 - 2011
FOLIOfn 2009 - 2009
Asia House October 2008 - December 2008
Flemington Car and Truck Country June 2008 - August 2008
Skills
Salesforce.com, Magento, Dreamweaver, Access, Visio, Photoshop, SAP, SAP BW, SharePoint, HTML, Wordpress, Joomla, WordPress, Business Development, Leadership, Entrepreneurship, Social Media, Management, Strategic Planning, CRM, Marketing
Education
American University
Business Administration; CLEG (Communications, Economics, Law, Government)
Harbour Capital Advisors December 2014 - Present
Guggenheim Investments June 2008 - December 2014
Freddie Mac 2004 - 2008
FOLIOfn 2000 - 2001
Skills
Portfolio Management, Investments, Alternative Investments, Equities, Mutual Funds, Fixed Income, Hedge Funds, Asset Allocation, Asset Management, ETFs, Investment Strategies, Series 7
Education
George Mason University - School of Management 2003 — 2006
MBA
University of Maryland College Park 1991 — 1995
BS Business Administration
FOLIOfn June 2012 - Present
Canon USA January 2006 - June 2012
System Soft Technologies, LLC September 2005 - June 2012
Verizon Digital Media Services January 2005 - January 2006
NextGen Infotech January 2002 - September 2005
GNFC Online January 2000 - January 2002
Data-Link June 1996 - December 1999
Skills
Data Center, CISSP, VPN, Security, WAN, TCP/IP, Network Security, Network Engineering, Switches, Routing, Routers, OSPF, DNS, Firewalls, Troubleshooting, Network Design, Network Administration, Cisco IOS, Cisco, CCNP, VMware, Network Architecture, NAT, CCNA, EIGRP, LAN/WAN, STP, QoS, BGP, Windows, MPLS, Visio, PIX, ASA, Cisco Switches, VLAN, Computer Hardware, Load Balancing, DHCP, Ethernet, Network Operations, IP, IPSec, HSRP, Cisco Catalyst Switches, VTP, VRRP, Routing Protocols, MPLS VPN, RSTP
Education
Cybernet 1997 — 1999
Advance Diploma in Network Technology, Network, A+
Gujarat University 1996 — 1999
B.COM, Accounting
RJH high school 1995 — 1996
High School
Macquarie Group July 2015 - Present
Citi June 2014 - August 2014
Fiesta Kids, Inc August 2011 - August 2013
FOLIOfn February 2011 - July 2013
FOLIOfn March 2008 - February 2011
Ameriprise Financial May 2007 - March 2008
Skills
Financial Modeling, Investments, Strategic Financial..., Competitive Analysis, Business Analysis, Portfolio Management, Spanish
Education
Duke University - The Fuqua School of Business 2013 — 2015
Master of Business Administration (MBA), Finance Concentration
Mary Washington College 2003 — 2007
Bachelor of Science (B.S.)
Morgan Stanley March 2014 - Present
Morgan Stanley June 2008 - March 2014
FOLIOfn January 2007 - May 2008
Hartford Life May 2004 - August 2006
Skills
Matlab, VBA, Microsoft Excel, Microsoft Office, SQL, Bloomberg, Time Series Analysis, Probability Theory, Basel II, Basel III, Financial Risk, Quantitative Finance, VAR, Credit Derivatives, Fixed Income, Regression Models, GARCH, Financial Engineering
Education
Georgetown University 2007 — 2008
Master of Science (M.S.), Mathematics and Statistics
New Jersey Institute of Technology 2002 — 2006
Bachelor of Science (B.S.), Mathematics
Applied Technical Systems January 2014 - Present
FOLIOfn January 2013 - January 2014
MicroStrategy 2008 - January 2013
Bentley Systems 2006 - 2008
Univ of Maryland, College Park 2001 - 2005
Skills
C++, C#, ASP.NET, LINQ, .NET, ASP.NET MVC, Web Services, JavaScript, SQL, jQuery, ASP, MySQL, Entity Framework, VBScript, HTML 5, Databases, Microsoft SQL Server, Java, JEE, JSP, EJB, JPA, Spring MVC, JdbcTemplate, SimpleJdbcTemplate, Ext JS, jQuery UI, SJTL, Mockito
Education
University of Maryland College Park 2001 — 2005
Rush Technologies, Inc. January 1998 - Present
Motir Services, Inc. January 2007 - March 2010
Foliofn January 1999 - December 2001
ICMA Retirement Corporation April 1997 - December 1999
Skills
Software Development, Requirements Analysis, Start-ups, Management, Entrepreneurship, Databases, Strategy, Project Management, Business Analysis, Business Strategy, Program Management, Cloud Computing, SQL, SDLC, Change Management, Project Planning, Vendor Management, Architecture, Analysis, Business Intelligence, Budgets, Infrastructure, Testing
Education
Harvard University 1999 — 2003
Risk Premium Investment Management Company, LLC September 2015 - Present
Pacific Alternative Asset Management Company, LLC June 2004 - September 2015
Computershare October 2000 - April 2003
FOLIOfn June 1999 - October 2000
Founders Asset Management April 1993 - January 1999
T. Rowe Price October 1988 - April 1993
Skills
Hedge Funds, Alternative Investments, Asset Managment, Investments, Equities, Fund Of Funds, Fixed Income, Due Diligence, Private Equity, Portfolio Management, Mutual Funds, Asset Allocation, Valuation, Capital Markets, Financial Modeling, Investment Management, Asset Management, Derivatives, Securities, Investment Strategies, Bloomberg, Venture Capital, Emerging Markets, Institutional..., Investment Banking, Options, Equity Research
Education
Harvard Business School 1984 — 1986
MBA, Business
University of California, Davis 1975 — 1980
BS, Economics
De La Salle High School
Baby Jogger July 2012 - Present
Bare Associates International September 2007 - June 2012
CarMax August 2005 - August 2008
FOLIOfn February 2004 - July 2005
Information Sciences Institute September 2001 - February 2004
Aerotek August 2000 - September 2001
Skills
Budgeting, Payroll, Employee Relations, Vendor Relations, Problem Solving, Data Analysis, Team Building, Customer Relations, Microsoft Office, Excel, HRIS, Process Improvement, Contract Negotiation, Project Implementation, Program Development, Wellness Programs, Corporate Wellness, Word, Benefits Administration, Employee Benefits, Benefits Communication, Employee Engagement, Internal Communications, Employee Self Service, Training, Customer Service, Performance Management, Organizational..., Talent Acquisition, Leadership Development, Human Resources, Talent Management, Budgets, New Hire Orientations, Employee Wellness, Management, Onboarding, Leadership, Recruiting, Interviews, Microsoft Excel
Education
James Madison University 1996 — 2000
MPHS
MPHS
Arlington Public Schools June 2012 - Present
Self-employed private tutor October 2010 - Present
FOLIOfn January 2012 - June 2012
Lake Research Partners March 2011 - August 2011
NARAL Pro-Choice Virginia September 2010 - December 2010
U.S. Department of State 2009 - 2009
NARAL Pro-Choice America September 2008 - December 2008
University of Virginia January 2007 - May 2008
Skills
Public Policy, Policy Analysis, Non-profits, Community Outreach, Public Speaking, Research, Politics, Fundraising, Program Evaluation, Editing, Volunteer Management, Spanish
Education
George Mason University 2008 — 2010
MPP, Public Policy
Universidad de Belgrano 2008 — 2008
n/a, Spanish
University of Virginia 2004 — 2008
BA, Foreign Affairs, French
Global Franchise Group July 2010 - Present
NexCen Franchise Management June 2007 - July 2010
MaggieMoo's International, LLC 2003 - 2007
FOLIOfn 2001 - 2003
McCann Erickson 1997 - 1998
Grey Advertising 1995 - 1997
Skills
Franchising, Marketing Strategy, Strategic Communications, Strategy, Operations Management, Strategic Public..., Market Research, Marketing Communications, Marketing, Strategic Planning, Strategic Partnerships, Management, Team Building, Leadership, Start-ups, Integrated Marketing, Event Management, Entrepreneurship, Training, Competitive Analysis, P&L Management, Brand Management, Corporate Branding, Business Development, Team Management, Product Development, Market Planning, Franchise Consulting, Retail, Brand Development, Social Media Marketing, Advertising
Education
Georgetown University - The McDonough School of Business 1998 — 2000
MBA, Entrepreneurship & Finance
Boston College 1991 — 1995
Bachelor of Arts, English & Communications
CE September 2013 - Present
FOLIOfn February 2012 - September 2013
FOLIOfn October 2010 - February 2012
Pramari, LLC. June 2007 - November 2010
University of Arkansas August 2006 - May 2007
Lockheed Martin May 2006 - August 2006
ConocoPhillips May 2005 - August 2005
Skills
HTML, Web Services, JSP, Sockets, Threads, Eclipse, Java, Object Oriented Design, Software Engineering, SQL
Education
University of Arkansas 2006 — 2008
MS, Computer Science
University of Arkansas 2002 — 2006
BS, Computer Science
Inventiv/Janssen Pharmaceuticals June 2014 - Present
Inventiv/Merck May 2012 - May 2014
Publicis Touchpoint Solutions, Inc./Pfizer May 2010 - September 2011
Merck and Company November 2004 - April 2009
Foliofn October 2003 - November 2004
Thomson Financial December 1999 - December 2002
Telemet America May 1999 - December 1999
Calvert Group September 1990 - September 1999
Skills
Sales, Sales Operations, Marketing, Strategy, Advertising, Lead Generation, Sales Process, B2B, Inventory Management, Direct Sales, Market Research
Education
American University - Kogod School of Business 1996 — 1999
MBA, Finance
University of Southern California 1985 — 1988
Physiology, Kinesiology and Exercise Science
LexisNexis February 2008 - Present
NVISIONS January 2003 - December 2012
ChoicePoint March 2005 - February 2008
IIF Data Solutions July 2004 - March 2005
SWIFT December 2000 - December 2002
Foliofn 1999 - 2001
CyberCash May 1996 - June 1999
Synergy One Federal Credit Union September 1985 - November 1995
Skills
Product Management, Management Consulting, E-commerce, Marketing, Biometrics, Government Procurement, Program Management, SaaS, Enterprise Software, Cloud Computing, Strategic Partnerships, Strategic Planning, Start-ups, Business Development, Product Marketing, Integration, Solution Selling, CRM
Education
NVCC 1986 — 1988
George Mason University 1981 — 1982
KCG Holdings, Inc. January 2014 - Present
FolioFn October 2009 - January 2014
XShares Securities August 2006 - October 2009
Allianz Life March 2003 - August 2006
Phoenix Companies January 2000 - October 2003
Columbia Funds (Liberty investments/Keyport) February 1997 - December 1999
evergreen investments June 1987 - February 1997
Skills
ETFs, Institutional, Series 7, Hedge Funds, Asset Management, Alternative Investments, Managed Accounts, Portfolio Management, Investment Advisory, Wealth Management, Retirement Planning, Trading, Investments, Financial Advisory, Managing Accounts, Asset Managment, Separately Managed..., 401k, Mutual Funds, Financial Services, Series 63, Securities, Asset Allocation, Investment Strategies, Finance, Equities
Education
Merrimack College 1985 — 1990
PROMYS Foundation April 2013 - Present
Canal Street LLC July 2009 - Present
Tradelink June 2007 - December 2008
Wachovia Securities September 2005 - January 2007
Amaranth 2002 - August 2005
J.P. Morgan Investment Bank 2001 - 2002
FOLIOfn 2000 - 2001
J.P. Morgan Asset Management 1997 - 2000
J.P. Morgan Singapore May 1996 - September 1996
Skills
Trading, Equities, Trading Systems, Hedge Funds, Portfolio Management, Electronic Trading, Fixed Income, Capital Markets, Proprietary Trading, Strategy, Asset Allocation, Hedging, Derivatives, Investments, Equity Research, Securities, FX Options, Structured Products, Valuation, Mutual Funds, Investment Management, Prime Brokerage, Swaps, Alternative Investments, Options, Credit Derivatives, Interest Rate..., Quantitative Analytics, Series 7, Asset Management, Emerging Markets, Portfolio Optimization, Market Risk, Equity Trading, Investment Strategies, Bloomberg, Risk Management, Trading Strategies, Investment Banking, Financial Modeling, Structured Finance, Commodity Markets, Commodity, Market Data, Series 63, ETFs, Equity Derivatives, Financial Markets, Venture Capital, Financial Structuring
Education
Massachusetts Institute of Technology 1996 — 1997
Masters of Science, Computer Science
Massachusetts Institute of Technology 1992 — 1996
Bachelors of Science, Computer Science
National Center for Missing & Exploited Children November 2013 - Present
National Center for Missing & Exploited Children January 2013 - November 2013
National Center for Missing & Exploited Children August 2010 - January 2013
QuadraMed May 2009 - July 2010
Fannie Mae October 2006 - May 2009
Dynamics Research Corporation May 2005 - September 2006
FOLIOfn June 2003 - May 2005
Various Software Engineering Organizations July 1997 - June 2003
Skills
Software Development, SharePoint, Java Enterprise Edition, SDLC, Databases, .NET, Technology Leadership, Web Applications, Enterprise Architecture, Security, Software Project..., High Performance Teams, Web Services, IT Operations, SOA, Agile Methodologies, Managing High..., Intelligent systems...
Education
MIT Sloan School of Management 2012 — 2013
ExecEd
Syracuse University
MS
University of Madras
B.Engg
Envision This, Inc. January 2001 - Present
Foliofn 1998 - 2001
Education
Georgetown University 1995 — 1996
MA, Economics
Bucknell University 1990 — 1994
BA, Economics
Sunset Pool Management Inc. June 2012 - Present
Trademark Staffing Solutions LLC January 2009 - Present
The Mergis Group 2011 - 2012
The Supporting Cast September 2007 - October 2008
FOLIOfn August 2006 - July 2007
Interstate Hotels & Resorts December 2002 - December 2005
Interstate Hotels and Resorts 2001 - 2005
Skills
PeopleSoft, Contract Recruitment, ADP Payroll, Timesaver, Salesforce.com, Microsoft Dynamics, Adobe Creative Suite, HTML, Kronos, College Recruiting, Recruiting, Time Management, Talent Acquisition, Temporary Placement, Onboarding, Applicant Tracking..., Training, Management, Employee Relations, Talent Management, Hiring, Technical Recruiting, Personnel Management, Human Resources, Interviews, Social Media, Employee Benefits, Benefits Administration, Internet Recruiting, Deferred Compensation, Customer Service, Leadership, HR Policies, Team Building, Payroll, Sourcing, Business Development, Cold Calling, Sales, Strategic Planning, Budgets, Event Management
Education
Liberty University 2006 — 2008
NADA Retirement Administrators, Inc. July 2009 - Present
Cardinal Bank 2006 - July 2009
Money Management Advisors 2002 - 2006
FBR 2001 - 2006
FOLIOfn 2000 - 2001
Brenton Investments 1995 - 2000
Skills
Investment Advisory, Investments
Education
The Catholic University of America, Columbus School of Law 2005 — 2008
JD, Law
The George Washington University 1976 — 1980
M. Ed, Education
St. Cloud State University 1970 — 1974
B.S., Sp. Ed
Liz Geiger Studios July 2008 - Present
Personal Property Mgt. 2008 - January 2013
US Federal Government March 1999 - September 2006
FOLIOfn 1998 - 1998
Skills
International Relations, Art, Research, Counterterrorism, Public Speaking, Painting, Drawing, Management, Leadership, Military, Strategic Planning, Editing, Project Management, Fine Art, Teaching, Nonprofits, Fundraising, Visual Arts
Education
Principia College 1995 — 1998
Bachelor of Arts (BA), Studio Art
University of Washington 1993 — 1995
Art, Political Science
ARIN November 2012 - Present
FOLIOfn August 2011 - November 2012
Near Infinity Corporation February 2010 - January 2012
Accenture June 2006 - March 2010
Skills
Agile Methodologies, Java Enterprise Edition, Java, Web Services, Spring, JSP, Maven, Hibernate, Subversion, Tomcat, JUnit, Software Development
Education
DePaul University 2004 — 2006
MS, Computer Science
University of Virginia 1999 — 2003
Bachelor of Science (BS), Electrical, Electronics and Communications Engineering
AARP 2008 - Present
Calvert 2004 - 2008
FOLIOfn 1999 - 2004
Calvert 1994 - 1999
Skills
Enterprise Risk..., FINRA, Financial Services, Risk Management, Series 6, Securities, Mutual Funds, Strategic Financial..., Due Diligence, Investments, Private Equity, Alternative Investments, Asset Managment, Series 26, Certificate in Risk..., Strategic Planning, Financial Modeling, Financial Analysis, Risk Assessment, Operational Risk, Risk Analytics, Risk Analysis, Business Ethics, Compliance, Reputational Risk, Risk Registers
Education
Marymount University
Master of Business Administration (MBA)
Fairmont State University
BS, Business Administration
1776 January 2015 - Present
Trove (formally WaPo Labs) November 2009 - January 2015
The Washington Post Company (now Graham Holdings Company) August 2009 - January 2015
ClariFi - S&P Capital IQ November 2007 - July 2009
FolioFn September 2004 - October 2007
FOLIOfn Investments, Inc. 2004 - 2007
Caliber Associates February 2003 - September 2004
Caliber Associates (now ICF International) 2003 - 2004
Emeta Corporation January 2001 - February 2003
netDecide, Inc 1998 - 1998
Skills
Perl, JavaScript, Software Development, Agile Methodologies, Java, Groovy, Grails, Redis, SQL, Amazon Web Services..., Amazon DynamoDB, Databases, MySQL, Software Engineering, jQuery, Web Development, Architectures, Oracle
Education
University of Pennsylvania 1996 — 2000
University of Pennsylvania 1996 — 2000
Bachelor's of Science and Engineering, Computer Science
Raytheon Intelligence and Information Systems October 2009 - Present
Tiger Team Consulting, LLC January 1998 - November 2011
EZShield November 2007 - October 2009
Custom Direct October 2007 - March 2009
Raytheon 2005 - 2007
FOLIOfn 1999 - 2000
American Management Systems (AMS) May 1994 - December 1997
Skills
System Architecture, SOA, J2EE, .NET, Java, E-commerce, Software Development, Web Services, Java Enterprise Edition, Agile Methodologies, Cloud Computing, Software Project..., Enterprise Architecture, Software Engineering, Integration, SDLC, Technical Leadership, Enterprise Software, Architecture, Software Design, Databases, XML, Perl, UML, Web Applications, Oracle, C#, Agile Project Management, Scrum, SQL, Requirements Analysis, Solution Architecture, Hibernate, REST, Weblogic, Unix, Microsoft SQL Server, JSP, Spring, JavaScript, Distributed Systems, Subversion, SOAP, Database Design, Ant, Eclipse, Tomcat, Web Development, Application Architecture, Requirements Management
Education
Carnegie Mellon University 1992 — 1994
M.S. Public Policy, Information Systems
Augusta State University 1986 — 1991
Bachelor of Music, Music Performance
TEKsystems September 2014 - Present
Novus Partners, Inc. September 2013 - September 2014
Saks Fifth Avenue February 2013 - September 2013
AddThis September 2012 - January 2013
Investlab October 2010 - September 2012
FOLIOfn July 2009 - October 2010
Overture Technologies July 2005 - July 2009
Freddie Mac January 2004 - June 2005
Robert Plan July 2002 - August 2003
Ubikuity/Singularity Solutions February 2000 - June 2002
Skills
OOP, Distributed Systems, Java, SQL, HTML, JavaScript, XML, Agile, C++, CSS, Software Development, Architecture, jQuery, AJAX, Subversion, Programming, C, Application Development, Maven, JUnit, Hibernate, Scala, Functional Programming, Drools, J2EE, Eclipse, Unix, Web Services, Ant, Tomcat, UML, JSON, Agile Methodologies, Java Enterprise Edition, Software Design, Software Engineering, Web Applications, Databases, Spring, SOA, Multithreading, Perl, REST, Test Driven Development, Architectures
Education
University of New Orleans 1971 — 1973
M.S., Physics
University of New Orleans 1967 — 1971
B.S., Biology
immixGroup, Inc. June 2015 - Present
immixGroup June 2014 - Present
immixGroup June 2013 - May 2014
immixGroup September 2010 - May 2013
immixGroup July 2009 - October 2010
FOLIOfn April 2009 - June 2009
Caras and Shulman, P.C. August 2007 - September 2008
Bank of America March 2007 - August 2007
Bank of America August 2005 - March 2007
Coca-Cola Enterprises July 2004 - July 2005
Skills
Technical Recruiting, Training, Management, Time Management, Marketing, Microsoft Office, Process Improvement, Account Management, Program Management, Sales, Selling, CRM, Contract Negotiation, Salesforce.com, SaaS, Leadership, Business Development, Contract Management, Solution Selling, Enterprise Software
Education
University of Massachusetts, Amherst
BA, Economics, Psychology, Chinese
MHS
Solution Street LLC November 2012 - Present
CACI International Inc January 2013 - October 2013
Fannie Mae June 2010 - November 2012
Fannie Mae January 2002 - June 2010
Foliofn 1999 - 2001
Fannie Mae 1992 - 1999
Salomon Brothers 1990 - 1992
Jyacc 1988 - 1990
Skills
Enterprise Architecture, IT Strategy, SOA, Data Warehousing, Integration, Vendor Management, Agile Methodologies, Software Project..., Architecture, Software Development, Solution Architecture, Business Analysis, Business Intelligence, Program Management, Perl, Oracle, MySQL, Data Management, Web Applications, System Architecture, Java Enterprise Edition, SDLC, Application Architecture, Data Modeling, Unix, Security, Outsourcing, Java, Databases, J2EE Application..., Architectures, Requirements Gathering, Weblogic
Education
Stony Brook University
BSEE, Electrical Engineer
LearningRx April 2010 - Present
IBT Laboratories May 2008 - July 2010
The Bode Technology Group 2005 - 2008
ChoicePoint 2001 - 2007
Online Investments/My Stock Fund 2001 - 2006
Identico Systems 2001 - 2006
EPX 2000 - 2001
FOLIOfn March 1999 - December 2000
CyberCash 1996 - 1999
CyberCash (acquired by Verisign) 1996 - 1999
Skills
New Business Development, Contract Management, Strategic Planning, Strategic Alliances, Product Management, Coaching, Leadership, Business Development, Product Marketing, Consulting, Mergers & Acquisitions, Start-ups, Entrepreneurship, Management, Strategy, Program Management, P&L Management, Product Development, Financial Services, Analysis, Integration, Marketing Strategy, Marketing, Competitive Analysis, Strategic Partnerships, Mergers, Executive Management
Education
Northwestern University - Kellogg School of Management 1988 — 1990
MBA, Strategy and Marketing
Washington University in St. Louis 1982 — 1986
BSBA, Finance
COR Clearing October 2012 - Present
Investlab Technology, Inc March 2010 - October 2012
FOLIOfn December 2005 - February 2010
Penson Financial Services/ITS/ABWG August 1997 - October 2004
WorldCom January 1995 - January 1996
WilTel Communications May 1994 - January 1995
DCA, Inc October 1990 - May 1994
Skills
Software Development, Java, Agile, C++, SOA, Management, Networking, Telecommunications, Agile Methodologies, Trading, Cloud Computing, Security, Unix, XML, Web Services, Architecture, Architectures, Tomcat, Ant, Enterprise Architecture, Electronic Trading, Java Enterprise Edition, SQL, Distributed Systems, Start-ups, Eclipse, Software Design, Spring, Hibernate, Trading Systems
Education
Oklahoma State University
University of Oklahoma
Bachelor of Science (BS), 99, I
University of Oklahoma
Graduate School
Forfeiture Support Associates, LLC June 2006 - May 2014
L-3 Communications Titan Group July 2005 - June 2006
Draper & Goldberg April 2003 - January 2005
Globecom December 2001 - April 2003
Acsys April 2001 - December 2001
FOLIOfn August 1999 - April 2001
Skills
COBRA, Life Insurance, FMLA, Recruiting, Workers Compensation, Human Resources, Deferred Compensation, HRIS, Microsoft Excel, Employee Relations, Government, Employee Benefits, Auditing, Personnel Management, ADP Payroll
Education
Columbia Basin College 1997 — 1999
Business
Grays Harbor Community College 1992 — 1994
Business
Fortigent, LLC March 2013 - Present
Fortigent, LLC September 2009 - March 2013
Fortigent January 2008 - September 2009
FOLIOfn August 2007 - December 2007
Fortigent LLC June 2004 - August 2007
Montgomery Investment Management May 1999 - January 2001
Marshfield Associates November 1996 - March 1999
Skills
Operations Management, Back Office, Performance Reporting, Portfolio Accounting, Financial Services, Mutual Funds, Management, Alternative Investments, Securities, Investments, Equities, Hedge Funds, Wealth Management, Asset Management
Education
Frostburg State University 1992 — 1995
Jacobs FNS May 2015 - Present
Jacobs FNS January 2014 - May 2015
Morgan Stanley June 2010 - October 2012
USIS 2011 - 2012
RBS Securities September 2009 - June 2010
Foliofn March 2008 - April 2010
Walsh & Associates 2009 - 2010
Banc of America Securities June 2006 - February 2008
HSBC Securities 2003 - 2006
Nomura 2000 - 2002
Skills
Series 99, Account Management, Derivatives, Disaster Recovery, Equities, Financial Services, Fixed Income, Investment Banking, Management, Operations Management, Prime Brokerage, Process Improvement, Product Management, Program Management, Project Management, Securities, Series, Settlement
Education
Monroe College
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
FOLIOfn October 2005 - Present
FOLIOfn Investments, Inc. 2005 - Present
Skills
Series 7, Series 24, Securities
Education
State University of New York College at Oswego
BA
FOLIOfn June 2010 - Present
Broadcort Correspondent Clearing, Merrill Lynch April 2007 - June 2010
National Financial December 2004 - April 2006
Correspondent Services Corporation May 2001 - December 2004
Scudder Investments 1997 - 1999
Citicorp Investment Services 1991 - 1994
Skills
Strategy, Start-ups, Investments, Sales, Securities, Executive Management, Budgets, Training, Mutual Funds, Financial Services, Wealth Management
Education
University of California, Santa Barbara 1981 — 1985
Bachelor of Arts (B.A.), History
WiseDesign, LLC April 2013 - Present
Sember, LLC April 2006 - Present
Tiag, Inc. November 2007 - April 2013
JACER Corporation January 2007 - November 2007
Cybertrust June 2004 - January 2007
FOLIOfn September 2003 - June 2004
Aeroflex March 2001 - March 2003
USinternetworking May 1998 - March 2001
Integrated Communications Systems June 1997 - May 1998
ManTech January 1995 - June 1997
Skills
Program Management, Project Management, Requirements Analysis, DoD, Information Assurance, Security Clearance, MS Project, Cross-functional Team..., Process Improvement, Project Planning, CMMI, Enterprise Architecture, PMP, Six Sigma, ITIL, Leadership, IT Service Management, Software Documentation, Strategic Planning, Telecommunications, Quality Assurance, Military, Government, Management, Policy, Enterprise Software, Access, Change Management, Process Engineering, Integration, Strategy, Security, IT Strategy, Business Process..., Team Leadership, Databases, Business Strategy, Success Driven, Business Analysis, IT Management, CISSP, Networking, Management Consulting, Vendor Management, SharePoint, Information Security..., Microsoft SQL Server, Disaster Recovery, Unix, Information Technology
Education
Northwestern University
Bachelor of Science, Electrical Engineering
University of Maryland University College
Bachelor of Science (BS), Computer and Information Sciences and Support Services
Coursera - Stanford 2013 — 2013
Machine Learning
Coursera - Johns Hopkins 2014 — 2014
R Programming
ALPS Portfolio Solutions - A DST Company February 2015 - Present
Vilas Capital Management, LLC. May 2014 - September 2014
*** SABBATICAL *** April 2013 - May 2014
FOLIOfn June 2010 - April 2013
DWS - Deutsche Bank Group December 2005 - December 2009
Schwab Institutional October 1999 - November 2005
Charles Schwab October 1993 - August 1999
Olde Discount Stockbrokers 1987 - 1992
Skills
Investments, Alternative Investments, Training, Portfolio Management, Mutual Funds, Investment Strategies, Series 7, Structured Products, Financial Services, Asset Allocation, ETFs, Financial Advisory, Private Equity, Trading, Business Development, Sales, Financial Analysis, Financial Modeling, Series 63, Strategic Financial..., New Business Development, Hedge Funds, CRM, Management, Asset Management
Education
Ursinus College 1979 — 1983
BA
Tohoku Gakuin University 1982 — 1982
Philadelphia Central High School 1975 — 1979
Bachelor's Degree
Self Employed Independent Consultant December 2010 - Present
Securities Industry Consulting September 2007 - December 2009
Crowell, Weedon & Co. January 2005 - September 2007
FOLIOfn May 2004 - August 2005
Dreyfus Brokerage Services May 1999 - November 2002
TD Waterhouse February 1994 - May 1999
Newbridge Securities Inc, (Div of Citigroup) February 1992 - February 1993
Shearson Lehman Brothers November 1967 - February 1993
Skills
Compliance, Expert Witness, Vendor Relations, Mutual Funds, Securities, SDLC, Customer Relations, Strategic Planning, Business Analysis, Change Management, Process Engineering, Customer Service, Operations Management, Credit, Executive Management
Education
Brooklyn College
University of California, Los Angeles
Noblis 2015 - Present
Ben Orlowski Computer Support Services March 2009 - Present
Pentagon Federal Credit Union August 2011 - November 2014
Sprint Nextel June 2006 - March 2009
FOLIOfn October 2003 - March 2004
Global InfoTek Inc January 2000 - January 2002
Skills
Network Security, Computer Security, CISSP, Windows Server, Windows, System Administration, TCP/IP, Linux, ArcSight, EPO, CiscoWorks, Cisco Routers, ITIL v3 Foundations..., RSA enVision, Project Coordination, Access Control, Troubleshooting, Windows Scripting, Information Security, Firewalls, VPN, Routers, Network Administration, Information Technology, Security, Integration, Cisco Technologies, VMware
Education
George Mason University 1998 — 2004
B.S, ECONOMICS (BUSINESS)
FOLIOfn September 2008 - January 2012
TD Ameritrade May 2006 - June 2008
TD Ameritrade November 2004 - May 2006
Marshall Field's 2002 - 2004
Education
University of Maryland University College 2009 — 2012
Bachelor of Science (BS), Accounting
University of Minnesota-Twin Cities 2000 — 2002
Bachelor of Arts (BA), Cultural Studies & Comparative Literature
Albertus Magnus College 1998 — 2000
GlidePath, Inc. October 1995 - Present
FOLIOfn September 2006 - June 2007
Trinity College June 1993 - October 1995
Synectics, Inc. June 1990 - June 1993
Mount Wachusett Community College June 1988 - June 1990
Boston University September 1985 - June 1988
University of New England September 1984 - September 1985
Medaille College February 1979 - September 1984
American Association of State Colleges and Universities March 1976 - February 1979
Skills
Management, Strategic Planning, Budget, Project Planning, Project Management, Non-profits, Change Management, Process Improvement, Team Building, Business Strategy, Marketing, Budgets, Management Consulting, Training, Strategy, Leadership, Event Planning, Human Resources, Nonprofits, Leadership Development, Start-ups, Executive Management, Mergers & Acquisitions, Operations Management, Fundraising, Proposal Writing, Coaching, Business Planning, Program Management, Executive Coaching, Organizational..., Public Speaking
Education
Commonwealth of Virginia 2006 — 2007
License, Title Insurance
University at Buffalo 1981 — 1983
Ph.D. Study in Higher Education Administration
University of Virginia 1975 — 1976
Certificate, Contract & Grant Management
Edinboro University of Pennsylvania 1971 — 1972
M.Ed., English, Communicative Arts
Clarion University of Pennsylvania 1966 — 1969
B.S., English
Wells Fargo Advisors May 2015 - Present
FOLIOfn February 2012 - May 2015
Morgan Stanley Smith Barney December 2005 - February 2012
Morgan Stanley May 2003 - December 2005
Skills
Financial Services, Series 7, PowerPoint, Customer Service, Microsoft Excel, Portfolio Management, Analysis, Series 66, Valuation, Client Service, Excel, Word, Outlook, Salesforce, NextGen, Series 99, Equities, Financial Analysis, Investments, Leadership, Management, Microsoft Office, Microsoft Word, Mutual Funds, Risk Management
Education
Marymount University 2008 — 2011
MBA, Business Administration, 3.560
Randolph-Macon Woman's College
Bachelor of Arts, International Relations
St. Margarets
High School Diploma
NeuStar, Inc. November 2011 - Present
Network Solutions September 2005 - November 2011
Neustar August 2003 - October 2005
FOLIOfn June 2000 - August 2003
Skills
Web Design, Web Development, User Experience, User Interface Design, jQuery, CSS3, HTML 5, Mobile Web Design, Responsive Web Design, User Experience Design, E-commerce, Usability, A/B testing, Wireframes, CSS, JavaScript, WordPress
Education
University of Mary Washington 1993 — 1998
BS, Business Administration
The Collier Group, Inc. March 2009 - Present
FOLIOfn December 1999 - March 2009
Skills
Risk Management, Portfolio Management, Asset Management, Banking, Strategic Planning, Financial Services, Process Improvement, Trading Systems, Vendor Management, Financial Modeling, Capital Markets, Management Consulting, Strategy, Leadership, Business Strategy
Education
North Carolina State University
BA
Georgetown University August 1991 - Present
The Wharton School August 2012 - July 2014
Direct Edge May 2010 - February 2014
FOLIOfn 2000 - 2010
National Association of Securities Dealers (NASD) 1999 - 2001
BARRA (Later part of Morgan Stanley then MSCI) July 1986 - May 1991
Pacific Gas & Electric June 1981 - June 1983
Skills
Equities, Capital Markets, Financial Markets, Financial Modeling, Securities, Fixed Income, Strategic Planning, Valuation, Management Consulting, Securities Regulation, Financial Analysis, Due Diligence, Hedge Funds, Risk Management, Mergers, Derivatives, Investments, Portfolio Management, Economics, Econometrics
Education
Harvard Business School 2013 — 2013
Executive Education, Making Corporate Boards More Effective
University of California, Berkeley, Haas School of Business 1985 — 1991
Ph.D., Finance
Harvard Business School 1983 — 1985
MBA
Caltech 1977 — 1981
B.S., Engineering and Applied Science; Economics
Sewickley Academy
Sewickley Academy
Sewickley Academy
Sewickley Academy
KPMG July 2013 - Present
N2N Resources, LLC October 2002 - Present
Barack the Vote 2012 - 2012
Living Dolls International Ambassadors 2008 - 2011
Next Level Productions (N2N Resources) 2008 - 2010
Amtrak 2009 - 2009
I.E.S 2005 - 2006
Foliofn 1999 - 2001
Fannie Mae 1990 - 2000
Skills
Coaching, Program Management, Strategy, Vendor Management, Management, Business Development, Negotiation, Enterprise Software, E-commerce, Strategic Planning, Change Management, Business Strategy, Business Analysis, Risk Management, Executive Management, Process Improvement, Business Process..., Team Building, Start-ups, Team Leadership, Financial Services, Analysis, Business Planning, Leadership Development, Marketing Strategy, Training, Public Speaking, Performance Management, Cross-functional Team..., Social Media, Recruiting, Policy, Executive Coaching, Leadership, Management Consulting, Contract Management, Organizational..., Project Planning
Education
New York University 1987 — 1989
Interactive Telecommunications Program
Concord Law School - Kaplan University
Howard University
Liberal Arts
Foliofn July 2013 - Present
Chickasaw Nation Industries February 2010 - July 2013
Computer Sciences Corporation November 2009 - February 2010
Software Specialists/PNC January 2009 - November 2009
Spherion/BNA April 2007 - January 2009
Datacure Inc/TSA October 2005 - March 2007
SAIC October 2003 - October 2005
Gov/SEC August 2002 - October 2003
Gov/SEC October 2001 - August 2002
Vista RMS, Inc January 2001 - April 2001
Skills
PIX, Checkpoint, Cisco, Unix, Windows, VMware Infrastructure, EMC Networker, Ironmail, Cisco Technologies, Solaris, VPN, Data Center, DNS, Windows Server, Disaster Recovery, Operating Systems, Red Hat Linux, System Administration, Servers, IronMail, Network Administration, Security, VMware, TCP/IP, Network Security, Technical Support, Linux, Hardware, Computer Security, Switches, Networking, vSphere, SAN, Routers, Software Installation, Troubleshooting
Education
Strayer University (VA) 2009 — 2010
Bachelor's degree, Cyber Security
Strayer University 2001 — 2003
BS, Computer Information Systems
Educational Funding Company November 2009 - July 2011
FOLIOfn 2009 - 2009
Howard Community College 2005 - 2006
Education
Towson University 2006 — 2009
BSC, Business Administration-Finance
Towson University 2006 — 2009
Bachelor of Science, Business Administration-Finance
FOLIOfn 1999 - Present
Fannie Mae 1995 - 1999
Booz Allen Hamilton 1994 - 1995
Skills
Product Management, Financial Services, Portfolio Management, Analytics, Vendor Management, Strategic Partnerships, Enterprise Architecture, Business Analysis, Business Development, Agile Methodologies, Financial Markets, Fixed Income, Product Marketing, Strategy, SDLC, Mobile Devices, Brokerage, Enterprise Software, SaaS, Cloud Computing, Management, Program Management
Education
University of Michigan 1984 — 1985
MS, Computer Science
University of Michigan 1980 — 1984
BS, Computer Science
Leidos Health February 2011 - Present
ATCC April 2007 - February 2011
FOLIOfn September 2004 - March 2007
Telos Corporation May 2002 - September 2004
McDermott Will and Emery October 1998 - December 1999
Skills
VMware, Active Directory, Security, Windows Server, Network Security, Windows, SharePoint, Enterprise Architecture, Servers, Network Administration, Disaster Recovery, Cisco Technologies, ITIL, DNS, System Deployment, Requirements Analysis, Computer Security, Windows Server 2003, Oracle
Education
Northern Virginia Community College 1994 — 1996
AAS, Information Systems
Global Knowledge
FOLIOfn March 2008 - Present
Skills
Series 63, FINRA, Securities, Series 7, Mutual Funds
Education
Towson University 2002 — 2006
BS, Geography and Philosophy
KeyPoint Government Solutions December 2014 - Present
KeyPoint Government Solutions March 2012 - December 2014
USIS February 2010 - February 2012
Northwestern Mutual September 2008 - October 2009
FOLIOfn June 2007 - September 2008
Skills
Background Checks, Private Investigations, Investigation, Physical Security, Surveillance, Security Operations, Security Management, Enforcement, Counterterrorism, Security Clearance, Internal Investigations, Criminal Investigations, Criminal Justice, Homeland Security, Protection, Firearms
Education
Radford University - College of Business and Economics 2004 — 2006
BA, Markting. Finance
TEOCO August 2013 - Present
The TeamWork Group, Inc. February 2013 - July 2013
FOLIOfn August 2012 - December 2012
George Mason University August 2011 - June 2012
World Bank Group June 2011 - August 2011
Skills
Web Development, HTML, HTML5, CSS, CSS3, JavaScript, jQuery, AJAX, Shell Scripting, AngularJS, jQuery UI, Java, Databases, Web Applications, JSON, Tomcat, PHP, JSP, JDBC, SQL, MySQL, Microsoft SQL Server, Eclipse, Servlets, Oracle, EJB, Hibernate, XML, C, Ruby, JUnit, Oracle 9i, Java Enterprise Edition, Core Java, Spring, C++, ASP.NET, Database Design, C#, Linux, NetBeans, Software Engineering, Unix, Jenkins, Git
Education
George Mason University 2010 — 2012
Master's degree, Information Systems
University of Mumbai 2005 — 2009
Bachelor of Engineering, Computer Engineering
University of Mumbai, Jr.college
HSBC August 2012 - Present
Citi 2006 - 2010
Foliofn 2004 - 2006
Skills
Portfolio Management, Wealth Management, Equities, Retail Banking, Financial Analysis, Fixed Income, Strategic Financial..., Risk Management, Relationship Management, Financial Risk, Derivatives
Education
Nova Southeastern University 2014 — 2016
Master of Arts (M.A.), Drama Therapy, 3.75
Ashford University
Cognitive Studies, Bachelors, 3.5
Foliofn April 2014 - Present
Cvent May 2012 - August 2012
Education
Oklahoma State University 2011 — 2013
Bachelor of Science (BS), Management Information Systems, Information Assurance