FOLIOfn, Inc.
Industry: Company
DescriptionFounded: 1999 Parent organization: Folio Financial Subsidiary: BUYandHOLD, Inc.
FOLIOfn, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at FOLIOfn, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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FOLIOfn, Inc. Employees
Employee
Years
Job
Industry
Ethan Hughes Ethan Hughes's FOLIOfn, Inc. Experience January 2015 - March 2015
Job Help Desk Specialist at PDRI, a CEB Company
Industry Government Administration
Experience
PDRI, a CEB Company March 2015 - Present
Foliofn, Inc. January 2015 - March 2015
Securiguard Inc. December 2014 - December 2014
SuccessFactors November 2014 - November 2014
Spectrum Creative LLC November 2014 - November 2014
BarnAllen Technologies, Inc. June 2014 - July 2014
SHRM May 2014 - May 2014
AFBA October 2013 - April 2014
NetMasterClass September 2013 - January 2014
MHM Services, Inc. October 2013 - October 2013
Skills
Research, Microsoft Office, Community Outreach, Time Management, Project Management, Problem Solving, Superior Work Ethic, Goal Oriented, Leadership, Social Media, Public Policy, International Relations, Analysis, Phone Etiquette, Event Planning, Self-starter, Data Entry, AnyDoc, JavaScript, HTML, CSS, jQuery, PHP, Lotus Notes, Spanish, Report Writing, Salesforce.com, Quality Management, Organization, Proofreading, Speed Reading, Policy Analysis, PowerPoint, Public Speaking
Education
James Madison University 2009 — 2013
Bachelor of Arts (B.A.), International Relations and Affairs, 3.26
PDRI, a CEB Company March 2015 - Present
Foliofn, Inc. January 2015 - March 2015
Securiguard Inc. December 2014 - December 2014
SuccessFactors November 2014 - November 2014
Spectrum Creative LLC November 2014 - November 2014
BarnAllen Technologies, Inc. June 2014 - July 2014
SHRM May 2014 - May 2014
AFBA October 2013 - April 2014
NetMasterClass September 2013 - January 2014
MHM Services, Inc. October 2013 - October 2013
Skills
Research, Microsoft Office, Community Outreach, Time Management, Project Management, Problem Solving, Superior Work Ethic, Goal Oriented, Leadership, Social Media, Public Policy, International Relations, Analysis, Phone Etiquette, Event Planning, Self-starter, Data Entry, AnyDoc, JavaScript, HTML, CSS, jQuery, PHP, Lotus Notes, Spanish, Report Writing, Salesforce.com, Quality Management, Organization, Proofreading, Speed Reading, Policy Analysis, PowerPoint, Public Speaking
Education
James Madison University 2009 — 2013
Bachelor of Arts (B.A.), International Relations and Affairs, 3.26
Henry Olschofka Henry Olschofka's FOLIOfn, Inc. Experience September 2014 - Present
Job Director, Information Architecture & Product Design at Foliofn
Industry Financial Services
Experience
FOLIOfn, Inc. September 2014 - Present
FOLIOfn, Inc. February 2013 - September 2014
FOLIOfn, Inc. May 2011 - February 2013
Freddie Mac July 2006 - May 2011
Skills
Java, JavaScript, Spring, EJB, JPA, JMS, HTML, Swing, J2EE Application..., Fixed Income, Brokerage, Equities, Distributed Systems, SQL, Java Enterprise Edition, Linux, SOA, Web Services, Enterprise Architecture, Software Development, Unix, XML
Education
James Madison University 2002 — 2006
BS, Computer Science
FOLIOfn, Inc. September 2014 - Present
FOLIOfn, Inc. February 2013 - September 2014
FOLIOfn, Inc. May 2011 - February 2013
Freddie Mac July 2006 - May 2011
Skills
Java, JavaScript, Spring, EJB, JPA, JMS, HTML, Swing, J2EE Application..., Fixed Income, Brokerage, Equities, Distributed Systems, SQL, Java Enterprise Edition, Linux, SOA, Web Services, Enterprise Architecture, Software Development, Unix, XML
Education
James Madison University 2002 — 2006
BS, Computer Science
Chris Broussard Chris Broussard's FOLIOfn, Inc. Experience April 2003 - February 2005
Job Enlutions Interactive, LLC
Industry Marketing and Advertising
Experience
Enlutions Interactive, LLC 2010 - Present
Eagle Publishing, Inc 2011 - January 2014
HT&E Marketing February 2005 - 2010
FOLIOfn, Inc. April 2003 - February 2005
America Online, Inc 2002 - 2003
Morgan Stanley Online 1999 - 2002
Healthy Directions November 1997 - December 1999
Phillips Publishing 1994 - 1997
ESPN June 1994 - November 1994
Skills
Direct Marketing, Online Marketing, Strategy, Email Marketing, Multi-channel Marketing, Direct Response, CRM, Digital Marketing, SEM, Online Advertising, Lead Generation, Segmentation, Digital Strategy, Strategic Partnerships, Integrated Marketing, Management, Strategic Planning, Analytics, Product Marketing, Digital Media, Website Development, Customer Experience..., Customer Acquisition, PPC, HTML5, HTML Emails
Education
James Madison University 1990 — 1994
Bachelors of Business Management, Marketing
Providence College 1990 — 1991
Enlutions Interactive, LLC 2010 - Present
Eagle Publishing, Inc 2011 - January 2014
HT&E Marketing February 2005 - 2010
FOLIOfn, Inc. April 2003 - February 2005
America Online, Inc 2002 - 2003
Morgan Stanley Online 1999 - 2002
Healthy Directions November 1997 - December 1999
Phillips Publishing 1994 - 1997
ESPN June 1994 - November 1994
Skills
Direct Marketing, Online Marketing, Strategy, Email Marketing, Multi-channel Marketing, Direct Response, CRM, Digital Marketing, SEM, Online Advertising, Lead Generation, Segmentation, Digital Strategy, Strategic Partnerships, Integrated Marketing, Management, Strategic Planning, Analytics, Product Marketing, Digital Media, Website Development, Customer Experience..., Customer Acquisition, PPC, HTML5, HTML Emails
Education
James Madison University 1990 — 1994
Bachelors of Business Management, Marketing
Providence College 1990 — 1991
Jim Fyffe's FOLIOfn, Inc. Experience September 2014 - Present
Job VP, Accounting & Regulatory Reporting at FOLIOfn, Inc.
Industry Financial Services
Experience
FOLIOfn, Inc. September 2014 - Present
E*TRADE Financial February 2011 - August 2014
E*TRADE Financial August 2006 - February 2011
E*TRADE Financial May 2000 - August 2006
E*TRADE Financial October 1999 - May 2000
E*TRADE Financial October 1997 - October 1999
E*TRADE Financial April 1996 - October 1997
Dean Witter April 1995 - April 1996
Skills
Securities, Accounting, SEC, SEC filings, Equities, Sarbanes-Oxley Act, Financial Reporting, Financial Services, Internal Controls, Financial Analysis, Risk Management, Fixed Income, Cash Management, Bloomberg, Financial Statements, Capital Markets, Banking, Corporate Finance, Financial Modeling, Finance, Strategic Financial..., Due Diligence, Mutual Funds, Mergers & Acquisitions, Series 7, General Ledger, US GAAP, Analysis, FINRA, Process Improvement, Variance Analysis, Options, Tax, Treasury, Budgets, Account Reconciliation, Management, Investments, Series 63, SEC Filings
Education
Inter-University Center for Japanese Language Studies (IUC) 2002 — 2003
University of San Francisco 2000 — 2002
MA, Asian Pacific Studies
San Jose State University 1996 — 1998
BS, Accounting
University of Michigan 1993 — 1994
Wayne State University 1988 — 1994
BA, Finance
Japan Center for Michigan Universities 1992 — 1993
FOLIOfn, Inc. September 2014 - Present
E*TRADE Financial February 2011 - August 2014
E*TRADE Financial August 2006 - February 2011
E*TRADE Financial May 2000 - August 2006
E*TRADE Financial October 1999 - May 2000
E*TRADE Financial October 1997 - October 1999
E*TRADE Financial April 1996 - October 1997
Dean Witter April 1995 - April 1996
Skills
Securities, Accounting, SEC, SEC filings, Equities, Sarbanes-Oxley Act, Financial Reporting, Financial Services, Internal Controls, Financial Analysis, Risk Management, Fixed Income, Cash Management, Bloomberg, Financial Statements, Capital Markets, Banking, Corporate Finance, Financial Modeling, Finance, Strategic Financial..., Due Diligence, Mutual Funds, Mergers & Acquisitions, Series 7, General Ledger, US GAAP, Analysis, FINRA, Process Improvement, Variance Analysis, Options, Tax, Treasury, Budgets, Account Reconciliation, Management, Investments, Series 63, SEC Filings
Education
Inter-University Center for Japanese Language Studies (IUC) 2002 — 2003
University of San Francisco 2000 — 2002
MA, Asian Pacific Studies
San Jose State University 1996 — 1998
BS, Accounting
University of Michigan 1993 — 1994
Wayne State University 1988 — 1994
BA, Finance
Japan Center for Michigan Universities 1992 — 1993
Laurel Scott Royer's FOLIOfn, Inc. Experience August 2009 - August 2012
Job Meeting and Events Professional
Industry Events Services
Experience
Duke University April 2015 - Present
Edelman Financial Services June 2013 - January 2015
HomeAid Northern Virginia November 2012 - June 2013
Communi-K February 2013 - May 2013
FOLIOfn, Inc. August 2009 - August 2012
Harris Corporation April 2009 - August 2009
FOX Architects June 2008 - March 2009
The Staubach Company April 2008 - May 2008
Management Consultants for Affiliated Physicians February 2007 - April 2008
RedPeg Marketing October 2006 - January 2007
Skills
Event Planning, Event Management, Fundraising, Office Management, Human Resources, Social Media, Coordinating Events, Corporate Events, Office Administration, Employee Relations, Marketing, Travel Planning, Administrative..., Meeting Planning, Public Relations, Project Coordination, Internal Communications, Research, Meeting Scheduling, Private Events, Contract Negotiation, Wedding Planning, Gala Events, Catering, Managing Meetings, Coordinate Meetings, Executive Administrative, Organizing Meetings, Administrative Support, Non-profit..., Donor Perfect, Menu Development, Logistics, Cvent, Administrative..., Customer Service, Events Coordination, Management, Time Management, Trade Shows, Budgets
Education
The George Washington University 2012 — 2013
Event Management Certificate, Event Management Certificate Program
Old Dominion University 2002 — 2005
Bachelor of Science, Mass Communications
Lake Braddock Secondary School
Duke University April 2015 - Present
Edelman Financial Services June 2013 - January 2015
HomeAid Northern Virginia November 2012 - June 2013
Communi-K February 2013 - May 2013
FOLIOfn, Inc. August 2009 - August 2012
Harris Corporation April 2009 - August 2009
FOX Architects June 2008 - March 2009
The Staubach Company April 2008 - May 2008
Management Consultants for Affiliated Physicians February 2007 - April 2008
RedPeg Marketing October 2006 - January 2007
Skills
Event Planning, Event Management, Fundraising, Office Management, Human Resources, Social Media, Coordinating Events, Corporate Events, Office Administration, Employee Relations, Marketing, Travel Planning, Administrative..., Meeting Planning, Public Relations, Project Coordination, Internal Communications, Research, Meeting Scheduling, Private Events, Contract Negotiation, Wedding Planning, Gala Events, Catering, Managing Meetings, Coordinate Meetings, Executive Administrative, Organizing Meetings, Administrative Support, Non-profit..., Donor Perfect, Menu Development, Logistics, Cvent, Administrative..., Customer Service, Events Coordination, Management, Time Management, Trade Shows, Budgets
Education
The George Washington University 2012 — 2013
Event Management Certificate, Event Management Certificate Program
Old Dominion University 2002 — 2005
Bachelor of Science, Mass Communications
Lake Braddock Secondary School
Tao Jin's FOLIOfn, Inc. Experience May 2007 - August 2007
Job CFA, Quantitative Risk Analyst at Pine River Capital Management
Industry Financial Services
Experience
Pine River Capital Management September 2010 - Present
Bank of America February 2008 - September 2010
Foliofn, Inc. May 2007 - August 2007
Self-Help (Nonprofit organization) May 2006 - February 2007
Siemens Ltd., China January 2004 - August 2004
Beijing Ozland Technology Co., Ltd. September 2002 - January 2004
Skills
Quantitative Modeling, Risk Analysis, MBS, Fixed Income, Derivatives, Quantitative Finance, Portfolio Management, Quantitative Analytics, Equities, Valuation, VBA, C#, C++, SAS, SQL, Securities, Bloomberg, Investments, Credit Risk, Monte Carlo Simulation, Bonds, Financial Modeling, Options, Statistics, Market Risk, Risk Management
Education
The George Washington University 2005 — 2007
Master of Science in Finance, Finance
Tsinghua University 1999 — 2002
Master, Electrical Engineering
Tsinghua University 1995 — 1999
Bachelor, Electrical Engineering
Pine River Capital Management September 2010 - Present
Bank of America February 2008 - September 2010
Foliofn, Inc. May 2007 - August 2007
Self-Help (Nonprofit organization) May 2006 - February 2007
Siemens Ltd., China January 2004 - August 2004
Beijing Ozland Technology Co., Ltd. September 2002 - January 2004
Skills
Quantitative Modeling, Risk Analysis, MBS, Fixed Income, Derivatives, Quantitative Finance, Portfolio Management, Quantitative Analytics, Equities, Valuation, VBA, C#, C++, SAS, SQL, Securities, Bloomberg, Investments, Credit Risk, Monte Carlo Simulation, Bonds, Financial Modeling, Options, Statistics, Market Risk, Risk Management
Education
The George Washington University 2005 — 2007
Master of Science in Finance, Finance
Tsinghua University 1999 — 2002
Master, Electrical Engineering
Tsinghua University 1995 — 1999
Bachelor, Electrical Engineering
Steven Ziselman - MBA, SAFe SA, CSP, CSD, CSM's FOLIOfn, Inc. Experience November 2000 - November 2001
Job Agile Practice Lead at Freddie Mac
Industry Information Technology and Services
Experience
Freddie Mac May 2013 - Present
Freddie Mac February 2002 - May 2013
FOLIOfn, Inc. November 2000 - November 2001
Strategy.com April 2000 - November 2000
American Management Systems April 1989 - April 2000
CGI-AMS April 1989 - April 2000
American Management Systems (AMS) 1989 - 2000
AT&T February 1984 - April 1989
Skills
SDLC, Vendor Management, Integration, Telecommunications, PMO, Offshore Project..., Identity Management, Access Management, ITIL, Project Management, Scrum, Agile Methodologies, Kanban, Cross-functional Team..., CRM, Enterprise Software, IT Strategy, Program Management
Education
The George Washington University - School of Business
MBA
The George Washington University - School of Business
BBA
Freddie Mac May 2013 - Present
Freddie Mac February 2002 - May 2013
FOLIOfn, Inc. November 2000 - November 2001
Strategy.com April 2000 - November 2000
American Management Systems April 1989 - April 2000
CGI-AMS April 1989 - April 2000
American Management Systems (AMS) 1989 - 2000
AT&T February 1984 - April 1989
Skills
SDLC, Vendor Management, Integration, Telecommunications, PMO, Offshore Project..., Identity Management, Access Management, ITIL, Project Management, Scrum, Agile Methodologies, Kanban, Cross-functional Team..., CRM, Enterprise Software, IT Strategy, Program Management
Education
The George Washington University - School of Business
MBA
The George Washington University - School of Business
BBA
Vincent Hsing's FOLIOfn, Inc. Experience March 2010 - Present
Job Director, Engineering at FOLIOfn, Inc
Industry Financial Services
Experience
FOLIOfn, Inc March 2010 - Present
FOLIOfn, Inc March 2009 - March 2010
FOLIOfn. Inc. May 2000 - March 2009
Skills
Agile Methodologies, Software Development, Enterprise Architecture, Spring, Requirements Analysis, Java Enterprise Edition, JUnit, Web Services, Hibernate, Java, C++, Software Engineering, Perl
Education
Bowie State University 1989 — 1991
Master's degree, Computer Science
FOLIOfn, Inc March 2010 - Present
FOLIOfn, Inc March 2009 - March 2010
FOLIOfn. Inc. May 2000 - March 2009
Skills
Agile Methodologies, Software Development, Enterprise Architecture, Spring, Requirements Analysis, Java Enterprise Edition, JUnit, Web Services, Hibernate, Java, C++, Software Engineering, Perl
Education
Bowie State University 1989 — 1991
Master's degree, Computer Science
Kristin Sizemore, SPHR's FOLIOfn, Inc. Experience September 2007 - August 2010
Job Director of Human Resources at Sands Capital Management
Industry Financial Services
Experience
Sands Capital Management August 2010 - Present
FOLIOfn, Inc. September 2007 - August 2010
Information Management Consultants, Inc. 2000 - 2007
Skills
Employee Relations, HR Transformation, Benefits Design, Coaching, Talent Acquisition, Onboarding, Human Resources, Personnel Management, Recruiting, Benefits Administration, Employee Benefits, HRIS, Workforce Planning, Deferred Compensation, Internal Communications, Talent Management
Education
The George Washington University 2003 — 2005
M.A., Organizational Management
George Mason University 1994 — 1998
Bachelor of Arts (B.A.), Sociology and English
SHRM Seminar
Sands Capital Management August 2010 - Present
FOLIOfn, Inc. September 2007 - August 2010
Information Management Consultants, Inc. 2000 - 2007
Skills
Employee Relations, HR Transformation, Benefits Design, Coaching, Talent Acquisition, Onboarding, Human Resources, Personnel Management, Recruiting, Benefits Administration, Employee Benefits, HRIS, Workforce Planning, Deferred Compensation, Internal Communications, Talent Management
Education
The George Washington University 2003 — 2005
M.A., Organizational Management
George Mason University 1994 — 1998
Bachelor of Arts (B.A.), Sociology and English
SHRM Seminar
Jeff Schuman's FOLIOfn, Inc. Experience 2000 - 2003
Job Senior Software Consultant at Solution Street, LLC
Industry Information Technology and Services
Experience
Solution Street, LLC March 2003 - Present
FOLIOfn, Inc. 2000 - 2003
American Management Systems (AMS) August 1994 - March 2000
Skills
Software Development, MySQL, Weblogic, Agile Methodologies, Subversion, Ruby on Rails, XML, Ruby, JSP, PHP, Oracle, JavaScript
Education
Cornell University 1990 — 1994
BS, Engineering
Solution Street, LLC March 2003 - Present
FOLIOfn, Inc. 2000 - 2003
American Management Systems (AMS) August 1994 - March 2000
Skills
Software Development, MySQL, Weblogic, Agile Methodologies, Subversion, Ruby on Rails, XML, Ruby, JSP, PHP, Oracle, JavaScript
Education
Cornell University 1990 — 1994
BS, Engineering
Steven Wallman's FOLIOfn, Inc. Experience 1998 - Present
Job CEO, FOLIOfn, Inc. and Founder, Folio Investing
Industry Financial Services
Experience
Folio Investing November 1997 - Present
U.S. Securities and Exchange Commission, Investor Advisory Committee April 2012 - Present
FOLIOfn, Inc. 1998 - Present
Vistage International 2009 - Present
US Securities and Exchange Commission July 1994 - November 1997
Covington & Burling September 1978 - July 1994
Education
Columbia Law School 1975 — 1978
Doctor of Law (J.D.)
Massachusetts Institute of Technology 1975 — 1976
Master of Science (MS), Management
Massachusetts Institute of Technology 1971 — 1975
Bachelor of Science (B.S.), Urban Studies and Planning
Folio Investing November 1997 - Present
U.S. Securities and Exchange Commission, Investor Advisory Committee April 2012 - Present
FOLIOfn, Inc. 1998 - Present
Vistage International 2009 - Present
US Securities and Exchange Commission July 1994 - November 1997
Covington & Burling September 1978 - July 1994
Education
Columbia Law School 1975 — 1978
Doctor of Law (J.D.)
Massachusetts Institute of Technology 1975 — 1976
Master of Science (MS), Management
Massachusetts Institute of Technology 1971 — 1975
Bachelor of Science (B.S.), Urban Studies and Planning
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