Gradient Analytics
Industry: Company
DescriptionGradient Analytics, Inc., founded in 1996 by Donn Vickrey and Dr. Carr Bettis as Camelback Research Alliance, Inc. and based in Scottsdale, Arizona, was an independent equity research company. Founded: 1996 Parent organization: Sabrient Systems, LLC
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Gradient Analytics Employees
Employee
Years
Job
Industry
Daniel Stone Daniel Stone's Gradient Analytics Experience September 2010 - June 2013
Job Cofounder & COO at Roambotics
Industry Internet
Experience
Roambotics January 2013 - Present
Truepoints July 2012 - August 2013
Gradient Analytics September 2010 - June 2013
Skills
Entrepreneurship, Equity Research, Start-ups, Financial Analysis, Venture Capital, Analytics, Competitive Analysis, Business Development, Leadership, Strategic Planning, Financial Modeling, Corporate Finance, Fundraising, Due Diligence, Negotiation, Product Development, Team Building, Investments, Valuation, Intellectual Property, Thought Leadership, Early Stage Companies, Crowdfunding, Robotics, Product Management, Business Strategy, Management, Business Operations
Education
Barrett, The Honors College at Arizona State University 2008 — 2010
Bachelor of Science, Finance
Arizona State University, W. P. Carey School of Business 2006 — 2010
Bachelor of Science, Finance, 3.71 GPA
Roambotics January 2013 - Present
Truepoints July 2012 - August 2013
Gradient Analytics September 2010 - June 2013
Skills
Entrepreneurship, Equity Research, Start-ups, Financial Analysis, Venture Capital, Analytics, Competitive Analysis, Business Development, Leadership, Strategic Planning, Financial Modeling, Corporate Finance, Fundraising, Due Diligence, Negotiation, Product Development, Team Building, Investments, Valuation, Intellectual Property, Thought Leadership, Early Stage Companies, Crowdfunding, Robotics, Product Management, Business Strategy, Management, Business Operations
Education
Barrett, The Honors College at Arizona State University 2008 — 2010
Bachelor of Science, Finance
Arizona State University, W. P. Carey School of Business 2006 — 2010
Bachelor of Science, Finance, 3.71 GPA
Kathryn Lyons, CFA's Gradient Analytics Experience September 2008 - March 2010
Job Senior Investment Consultant at Securian Financial Group
Industry Investment Management
Experience
Securian Financial Group May 2015 - Present
Intrinsic Research Systems March 2010 - May 2015
Gradient Analytics September 2008 - March 2010
Reuters StockVal September 2006 - September 2008
Reuters StockVal January 2005 - September 2006
Skills
Training, Leadership, Financial Analysis, Microsoft Excel, Management, Account Management, Business Development, Investments, Organizational..., Building Relationships, Portfolio Management, Creative Writing, Team-oriented, Team Leadership
Education
Arizona State University 2000 — 2004
Bachelor of Science, Finance
Securian Financial Group May 2015 - Present
Intrinsic Research Systems March 2010 - May 2015
Gradient Analytics September 2008 - March 2010
Reuters StockVal September 2006 - September 2008
Reuters StockVal January 2005 - September 2006
Skills
Training, Leadership, Financial Analysis, Microsoft Excel, Management, Account Management, Business Development, Investments, Organizational..., Building Relationships, Portfolio Management, Creative Writing, Team-oriented, Team Leadership
Education
Arizona State University 2000 — 2004
Bachelor of Science, Finance
Nick Gibbons, MAFF, CFE Nick Gibbons, MAFF, CFE's Gradient Analytics Experience 2004 - 2015
Job Analyst at Surveyor Capital (Citadel LLC)
Industry Financial Services
Experience
Surveyor Capital (Citadel LLC) October 2015 - Present
CFRA Research April 2015 - September 2015
Thunderbird School of Global Management July 2013 - May 2015
Gradient Analytics 2004 - 2015
Skills
Equity Research, Financial Analysis, Financial Reporting, Industry Analysis, Accounting, Securities, Excel, Forecasting, Hedge Funds, Economics, Time Series Analysis, Equities, Financial Modeling, Valuation, Analysis, Competitive Analysis, Business Coaching, Investments, Portfolio Management, Strategy, Corporate Finance, Alternative Investments
Education
Arizona State University, W. P. Carey School of Business 2001 — 2005
B.S. degree, cum laude, Finance
CFA Institute
Portsmouth High School
Surveyor Capital (Citadel LLC) October 2015 - Present
CFRA Research April 2015 - September 2015
Thunderbird School of Global Management July 2013 - May 2015
Gradient Analytics 2004 - 2015
Skills
Equity Research, Financial Analysis, Financial Reporting, Industry Analysis, Accounting, Securities, Excel, Forecasting, Hedge Funds, Economics, Time Series Analysis, Equities, Financial Modeling, Valuation, Analysis, Competitive Analysis, Business Coaching, Investments, Portfolio Management, Strategy, Corporate Finance, Alternative Investments
Education
Arizona State University, W. P. Carey School of Business 2001 — 2005
B.S. degree, cum laude, Finance
CFA Institute
Portsmouth High School
Rachel Bradley Rachel Bradley's Gradient Analytics Experience October 2014 - Present
Job Equity Analyst at Gradient Analytics
Industry Capital Markets
Experience
Gradient Analytics October 2014 - Present
ASU Student Investment Management Fund May 2014 - Present
Boeing August 2014 - October 2014
Boeing May 2014 - August 2014
Massage Envy April 2010 - May 2014
CENTURY 21 Arizona Foothills April 2012 - May 2013
Papa John's International November 2005 - April 2009
Skills
Negotiation, Financial Analysis, Financial Modeling, Investments, Advanced Microsoft Excel, Investors, Market Analysis, Equity Research, Equity Valuation, Forensic Accounting, Trading, Data Analysis, Analytic Problem Solving, Project Finance, Teamwork, Real Estate, Financial Risk, Financial Forecasting, Close Attention to..., Financial Reporting, Financial Accounting, Financial Statements, Entrepreneurship, Microsoft Excel, SEC Filings, Sarbanes-Oxley Act, Capital Budgeting, Contractual Agreements, Contract Negotiation, Short Sales, Problem Solving, Relocation Buyers, Sellers, New Home Sales, Leadership Development
Education
Arizona State University, W. P. Carey School of Business 2013 — 2015
Bachelor of Science (BS), Banking, Corporate, Finance, and Securities Law
Arizona School of Real Estate and Business 2012 — 2012
Mesa Community College 2008 — 2010
Associate's degree, Business/Commerce, General
Gradient Analytics October 2014 - Present
ASU Student Investment Management Fund May 2014 - Present
Boeing August 2014 - October 2014
Boeing May 2014 - August 2014
Massage Envy April 2010 - May 2014
CENTURY 21 Arizona Foothills April 2012 - May 2013
Papa John's International November 2005 - April 2009
Skills
Negotiation, Financial Analysis, Financial Modeling, Investments, Advanced Microsoft Excel, Investors, Market Analysis, Equity Research, Equity Valuation, Forensic Accounting, Trading, Data Analysis, Analytic Problem Solving, Project Finance, Teamwork, Real Estate, Financial Risk, Financial Forecasting, Close Attention to..., Financial Reporting, Financial Accounting, Financial Statements, Entrepreneurship, Microsoft Excel, SEC Filings, Sarbanes-Oxley Act, Capital Budgeting, Contractual Agreements, Contract Negotiation, Short Sales, Problem Solving, Relocation Buyers, Sellers, New Home Sales, Leadership Development
Education
Arizona State University, W. P. Carey School of Business 2013 — 2015
Bachelor of Science (BS), Banking, Corporate, Finance, and Securities Law
Arizona School of Real Estate and Business 2012 — 2012
Mesa Community College 2008 — 2010
Associate's degree, Business/Commerce, General
Jonathan Beekman Jonathan Beekman's Gradient Analytics Experience 1998 - 2001
Job Founder and CEO at Man Crates
Industry Internet
Experience
Man Crates August 2011 - Present
Groupit.com January 2010 - August 2011
Blue Tree Interactive January 2009 - July 2010
Stanford Graduate School of Business June 2007 - June 2009
United Way of America June 2004 - June 2007
Fondo Unido (United Way Affiliate in Mexico) January 2004 - June 2004
Deutsche Bank México August 2003 - January 2004
Intel January 2003 - July 2003
Gradient Analytics 1998 - 2001
Skills
Entrepreneurship, Monetization, Due Diligence, Finance, Analysis, Strategy, Product Management, Management, Financial Modeling, CRM, Corporate Development, Strategic Partnerships, Research, Start-ups, Analytics, Venture Capital, Budgets, Mergers & Acquisitions, Strategic Planning, Recruiting, Project Planning, Mergers, Business Development
Education
Stanford University 2007 — 2009
Master of Business Administration (MBA)
Stanford University Graduate School of Business 2007 — 2009
MBA
Instituto Tecnológico de México 2003 — 2004
International Management MBA Certificate Program
Arizona State University 1997 — 2002
BS, BA
Universidad de Belgrano 2001 — 2001
Universidad de Granada 1999 — 2000
London Guildhall University 1999 — 1999
International Business Certificate
Man Crates August 2011 - Present
Groupit.com January 2010 - August 2011
Blue Tree Interactive January 2009 - July 2010
Stanford Graduate School of Business June 2007 - June 2009
United Way of America June 2004 - June 2007
Fondo Unido (United Way Affiliate in Mexico) January 2004 - June 2004
Deutsche Bank México August 2003 - January 2004
Intel January 2003 - July 2003
Gradient Analytics 1998 - 2001
Skills
Entrepreneurship, Monetization, Due Diligence, Finance, Analysis, Strategy, Product Management, Management, Financial Modeling, CRM, Corporate Development, Strategic Partnerships, Research, Start-ups, Analytics, Venture Capital, Budgets, Mergers & Acquisitions, Strategic Planning, Recruiting, Project Planning, Mergers, Business Development
Education
Stanford University 2007 — 2009
Master of Business Administration (MBA)
Stanford University Graduate School of Business 2007 — 2009
MBA
Instituto Tecnológico de México 2003 — 2004
International Management MBA Certificate Program
Arizona State University 1997 — 2002
BS, BA
Universidad de Belgrano 2001 — 2001
Universidad de Granada 1999 — 2000
London Guildhall University 1999 — 1999
International Business Certificate
Brian Wright, CFA's Gradient Analytics Experience December 2001 - February 2005
Job Portfolio Manager at First Allied Asset Management
Industry Financial Services
Experience
First Allied Asset Management March 2005 - Present
Gradient Analytics December 2001 - February 2005
Skills
Portfolio Management, Investments, Equities, Hedge Funds, Fixed Income
Education
Boston University
Bachelor's degree, Economics
First Allied Asset Management March 2005 - Present
Gradient Analytics December 2001 - February 2005
Skills
Portfolio Management, Investments, Equities, Hedge Funds, Fixed Income
Education
Boston University
Bachelor's degree, Economics
Eric Aguirre, CEP's Gradient Analytics Experience January 2004 - November 2005
Job Assistant Vice President, Corporate Benefits & Advisory Services
Industry Financial Services
Experience
Bank of America Merrill Lynch March 2012 - Present
Aguirre Sports Network October 2010 - Present
OptionEase, Inc. June 2011 - March 2012
Solium Transcentive (Formerly Transcentive/Computershare) August 2009 - June 2011
Equity Methods/ Merrill Lynch November 2005 - March 2009
Gradient Analytics January 2004 - November 2005
Skills
Equities, Financial Analysis, Product Management, Marketing Strategy, Business Development
Education
University of Arizona, Eller College of Management 1999 — 2003
Bachelor of Science, Finance & Entrepreneurship
Bank of America Merrill Lynch March 2012 - Present
Aguirre Sports Network October 2010 - Present
OptionEase, Inc. June 2011 - March 2012
Solium Transcentive (Formerly Transcentive/Computershare) August 2009 - June 2011
Equity Methods/ Merrill Lynch November 2005 - March 2009
Gradient Analytics January 2004 - November 2005
Skills
Equities, Financial Analysis, Product Management, Marketing Strategy, Business Development
Education
University of Arizona, Eller College of Management 1999 — 2003
Bachelor of Science, Finance & Entrepreneurship
Stephanie Hall, CPA's Gradient Analytics Experience May 2003 - January 2010
Job Real Estate Structured Finance
Industry Financial Services
Experience
Bank of America August 2013 - Present
Bank of America July 2010 - August 2013
Gradient Analytics May 2003 - January 2010
Skills
Capital Markets, Public Speaking, Research, Cash Flow, Equity Research, Equities, Financial Analysis, Investment Banking, Forecasting, Asset Managment, Finance, Financial Reporting, Accounting, Corporate Governance, Microsoft Excel, Asset Management, Equity Valuation, Leadership, Mutual Funds
Education
Arizona State University 1998 — 2002
Bachelor of Science, Accounting
Bank of America August 2013 - Present
Bank of America July 2010 - August 2013
Gradient Analytics May 2003 - January 2010
Skills
Capital Markets, Public Speaking, Research, Cash Flow, Equity Research, Equities, Financial Analysis, Investment Banking, Forecasting, Asset Managment, Finance, Financial Reporting, Accounting, Corporate Governance, Microsoft Excel, Asset Management, Equity Valuation, Leadership, Mutual Funds
Education
Arizona State University 1998 — 2002
Bachelor of Science, Accounting
Jill O'Shea, CPA Jill O'Shea, CPA's Gradient Analytics Experience December 2002 - June 2003
Job Shareholder at O'Shea Accounting Services, PLC
Industry Accounting
Experience
O'Shea Accounting Services, PLC January 2011 - Present
Pyramid Financial + Tax October 2013 - Present
O'Shea & French, CPAs, PLLC March 2011 - September 2013
Jill O'Shea, CPA July 2008 - February 2011
Rockford Corporation April 2005 - December 2009
CBIZ MHM, LLC July 2003 - April 2005
Gradient Analytics December 2002 - June 2003
Arizona State University August 2002 - May 2003
Earnhardt Management Company October 2000 - August 2002
Skills
Accounting, Internal Controls, Certified Payroll, Consulting, Auditing, Sarbanes-Oxley Act, Internal Audit, Financial Statements, General Ledger, Financial Accounting, Financial Analysis, Finance, Tax, QuickBooks, CPA, Accounts Payable, Cost Accounting, Tax Preparation, Financial Audits, Cash Flow, Account Reconciliation, Corporate Finance
Education
Certified Public Accountant 2003 — 2004
CPA
Arizona State University - W. P. Carey School of Business 1999 — 2003
Masters, Accounting and Information Systems
O'Shea Accounting Services, PLC January 2011 - Present
Pyramid Financial + Tax October 2013 - Present
O'Shea & French, CPAs, PLLC March 2011 - September 2013
Jill O'Shea, CPA July 2008 - February 2011
Rockford Corporation April 2005 - December 2009
CBIZ MHM, LLC July 2003 - April 2005
Gradient Analytics December 2002 - June 2003
Arizona State University August 2002 - May 2003
Earnhardt Management Company October 2000 - August 2002
Skills
Accounting, Internal Controls, Certified Payroll, Consulting, Auditing, Sarbanes-Oxley Act, Internal Audit, Financial Statements, General Ledger, Financial Accounting, Financial Analysis, Finance, Tax, QuickBooks, CPA, Accounts Payable, Cost Accounting, Tax Preparation, Financial Audits, Cash Flow, Account Reconciliation, Corporate Finance
Education
Certified Public Accountant 2003 — 2004
CPA
Arizona State University - W. P. Carey School of Business 1999 — 2003
Masters, Accounting and Information Systems
Scott Vorhauer Scott Vorhauer's Gradient Analytics Experience June 2005 - December 2008
Job Head of Analytics Content Management at Thomson Reuters
Industry Financial Services
Experience
Thomson Reuters June 2010 - Present
Thomson Reuters April 2009 - June 2010
Gradient Analytics June 2005 - December 2008
Gradient Analytics January 2002 - May 2005
Camelback Research Alliance 1997 - 2001
Skills
Intellectual Property, Product Development, Investments, Analytics, Capital Markets, Equities, Financial Markets, Financial Modeling, Quantitative Analytics, Portfolio Management, Equity Research, Hedge Funds, Market Data, Investment Management, Investment Banking, Trading Systems, Emerging Markets
Education
University of San Diego 1995 — 1997
MBA, Finance
University of California, San Diego 1988 — 1992
BS, Economics
Thomson Reuters June 2010 - Present
Thomson Reuters April 2009 - June 2010
Gradient Analytics June 2005 - December 2008
Gradient Analytics January 2002 - May 2005
Camelback Research Alliance 1997 - 2001
Skills
Intellectual Property, Product Development, Investments, Analytics, Capital Markets, Equities, Financial Markets, Financial Modeling, Quantitative Analytics, Portfolio Management, Equity Research, Hedge Funds, Market Data, Investment Management, Investment Banking, Trading Systems, Emerging Markets
Education
University of San Diego 1995 — 1997
MBA, Finance
University of California, San Diego 1988 — 1992
BS, Economics
Robert Kennedy, CFA Robert Kennedy, CFA's Gradient Analytics Experience May 2008 - June 2013
Job Finance Director at Nuverra Environmental Solutions
Industry Oil & Energy
Experience
Nuverra Environmental Solutions April 2015 - Present
Nuverra Environmental Solutions June 2013 - April 2015
Gradient Analytics May 2008 - June 2013
Dinan & Company September 2007 - May 2008
Education
Arizona State University, W. P. Carey School of Business 2005 — 2009
Bachelor of Science (BS), Finance
Nuverra Environmental Solutions April 2015 - Present
Nuverra Environmental Solutions June 2013 - April 2015
Gradient Analytics May 2008 - June 2013
Dinan & Company September 2007 - May 2008
Education
Arizona State University, W. P. Carey School of Business 2005 — 2009
Bachelor of Science (BS), Finance
Elias Dabdoub Elias Dabdoub's Gradient Analytics Experience March 2015 - Present
Job Equity Research Analyst at Gradient Analytics
Industry Financial Services
Experience
Gradient Analytics March 2015 - Present
Honeywell Aerospace November 2011 - February 2015
Clean Energy Capital, LLC. December 2010 - October 2011
Sempra Energy May 2011 - August 2011
Skills
SAP, Revenue Accounting, Year End Close Reporting, ARIMA Forecasting, VBA, SAS, Hyperion Enterprise, Valuation, Financial Accounting, Access, Economics, Derivatives, Analysis, Forecasting, Microsoft Office, Accounting, Corporate Finance, Variance Analysis, Portfolio Management, Microsoft Excel, Bloomberg, Budgets, Finance, Management, Financial Modeling
Education
University of Arizona 2010 — 2011
Master's of Science, Fixed Income Finance
University of Arizona 2006 — 2009
Bachelor of Science, Business Economics
Gradient Analytics March 2015 - Present
Honeywell Aerospace November 2011 - February 2015
Clean Energy Capital, LLC. December 2010 - October 2011
Sempra Energy May 2011 - August 2011
Skills
SAP, Revenue Accounting, Year End Close Reporting, ARIMA Forecasting, VBA, SAS, Hyperion Enterprise, Valuation, Financial Accounting, Access, Economics, Derivatives, Analysis, Forecasting, Microsoft Office, Accounting, Corporate Finance, Variance Analysis, Portfolio Management, Microsoft Excel, Bloomberg, Budgets, Finance, Management, Financial Modeling
Education
University of Arizona 2010 — 2011
Master's of Science, Fixed Income Finance
University of Arizona 2006 — 2009
Bachelor of Science, Business Economics
Melissa Kirk Melissa Kirk's Gradient Analytics Experience 1999 - 2006
Job VP, Technology at BillingTree
Industry Financial Services
Experience
BillingTree December 2012 - Present
Bank of America Merrill Lynch January 2006 - December 2012
Gradient Analytics 1999 - 2006
Skills
Equities, Software Project..., Analytics, Risk Management, Project Management, Software Development, Financial Analysis, Banking, Business Analysis, Business Development, Disaster Recovery, Financial Services, Management, Product Development, Quality Assurance, SDLC, Start-ups, Strategic Planning, Strategy, Telecommunications, Vendor Management
Education
Arizona State University 1994 — 1999
Bachelors, Interdisciplinary Studies Business & Communications
Arizona State University
BillingTree December 2012 - Present
Bank of America Merrill Lynch January 2006 - December 2012
Gradient Analytics 1999 - 2006
Skills
Equities, Software Project..., Analytics, Risk Management, Project Management, Software Development, Financial Analysis, Banking, Business Analysis, Business Development, Disaster Recovery, Financial Services, Management, Product Development, Quality Assurance, SDLC, Start-ups, Strategic Planning, Strategy, Telecommunications, Vendor Management
Education
Arizona State University 1994 — 1999
Bachelors, Interdisciplinary Studies Business & Communications
Arizona State University
John Trucksis John Trucksis's Gradient Analytics Experience February 2008 - August 2010
Job HRIS & Total Rewards Analyst at Silicon Labs
Industry Semiconductors
Experience
Silicon Labs March 2015 - Present
Silicon Labs November 2013 - Present
Silicon Labs November 2010 - November 2013
Gradient Analytics February 2008 - August 2010
Skills
Microsoft Office, Business Objects, SAP, Salesforce.com, Capital IQ, Thomson One, Financial Analysis, Finance, Management, Thompson One, Analysis
Education
Arizona State University 2006 — 2010
B.S., Finance, Accountancy
Silicon Labs March 2015 - Present
Silicon Labs November 2013 - Present
Silicon Labs November 2010 - November 2013
Gradient Analytics February 2008 - August 2010
Skills
Microsoft Office, Business Objects, SAP, Salesforce.com, Capital IQ, Thomson One, Financial Analysis, Finance, Management, Thompson One, Analysis
Education
Arizona State University 2006 — 2010
B.S., Finance, Accountancy
Daniel Stevens Daniel Stevens's Gradient Analytics Experience January 2007 - May 2007
Job Enterprise Account Executive at Oracle Marketing Cloud
Industry Computer Software
Experience
Oracle October 2014 - Present
Datarank, Inc. November 2013 - October 2014
HSBC Securities February 2010 - November 2013
KPMG July 2007 - February 2010
Gradient Analytics January 2007 - May 2007
Education
Arizona State University - W. P. Carey School of Business 2003 — 2007
Bachelor of Science, Economics
Oracle October 2014 - Present
Datarank, Inc. November 2013 - October 2014
HSBC Securities February 2010 - November 2013
KPMG July 2007 - February 2010
Gradient Analytics January 2007 - May 2007
Education
Arizona State University - W. P. Carey School of Business 2003 — 2007
Bachelor of Science, Economics
Adi Siswanto Adi Siswanto's Gradient Analytics Experience January 2005 - September 2006
Job Sr. QA Analyst
Industry Computer Software
Experience
Salt River Project June 2012 - Present
Universal Technical Institute December 2008 - May 2012
Equity Methods September 2006 - December 2008
Gradient Analytics January 2005 - September 2006
Philips Consumer Electronics March 2000 - December 2004
Skills
Agile Methodologies, Quality Assurance, Scrum, Business Analysis, Test Planning, JIRA, Testing, Software Development, User Acceptance Testing, SDLC, SQL, Software Documentation, Test Cases, Agile Project Management, Regression Testing, Business Process, Web Services, Analysis, Software Quality...
Education
Arizona State University - W. P. Carey School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Arizona State University 1997 — 2001
B.S., Computer Science
SMAK1
SMAK1
SMAK1
Salt River Project June 2012 - Present
Universal Technical Institute December 2008 - May 2012
Equity Methods September 2006 - December 2008
Gradient Analytics January 2005 - September 2006
Philips Consumer Electronics March 2000 - December 2004
Skills
Agile Methodologies, Quality Assurance, Scrum, Business Analysis, Test Planning, JIRA, Testing, Software Development, User Acceptance Testing, SDLC, SQL, Software Documentation, Test Cases, Agile Project Management, Regression Testing, Business Process, Web Services, Analysis, Software Quality...
Education
Arizona State University - W. P. Carey School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Arizona State University 1997 — 2001
B.S., Computer Science
SMAK1
SMAK1
SMAK1
Chase Krause's Gradient Analytics Experience September 2014 - Present
Job Customer Relations Manager at Gradient Analytics
Industry Financial Services
Experience
Gradient Analytics September 2014 - Present
Versant Capital Management, Inc. May 2014 - August 2014
Vigor Health & Fitness, LLC May 2013 - May 2014
Skills
Social Media, Team Leadership, Financial Analysis, Microsoft Office, Operations Management, Budget Monitoring, Competitive Analysis, New Business Development, Strategic Planning, Management, Leadership, Business Development, Entrepreneurship, Social Networking
Education
Arizona State University, W. P. Carey School of Business 2010 — 2014
Bachelor of Science, Honors Finance, Senior
Gradient Analytics September 2014 - Present
Versant Capital Management, Inc. May 2014 - August 2014
Vigor Health & Fitness, LLC May 2013 - May 2014
Skills
Social Media, Team Leadership, Financial Analysis, Microsoft Office, Operations Management, Budget Monitoring, Competitive Analysis, New Business Development, Strategic Planning, Management, Leadership, Business Development, Entrepreneurship, Social Networking
Education
Arizona State University, W. P. Carey School of Business 2010 — 2014
Bachelor of Science, Honors Finance, Senior
Karin Zajac's Gradient Analytics Experience June 2006 - January 2007
Job Contract Business Analyst at American Express
Industry Marketing and Advertising
Experience
American Express August 2014 - Present
Self-Employed September 2009 - August 2014
Swell February 2007 - August 2009
Gradient Analytics June 2006 - January 2007
Skills
Marketing, Customer Service, Social Media Marketing, Social Media, Sales, Social Networking, Account Management, Microsoft Excel, Public Speaking, Marketing Strategy, Event Planning, Marketing Communications, Salesforce.com, Microsoft Office, Public Relations, Event Management, Leadership, Advertising, Online Advertising, New Business Development, Retail, CRM, Marketing Management
Education
Grand Canyon University 2011 — 2012
Master of Science (M.S.), Psychology with an Emphasis in Industrial and Organizational Psychology
Arizona State University 2001 — 2005
B.S., Marketing, Supply Chain Management
Xavier College Preparatory 1998 — 2001
High School Diploma
American Express August 2014 - Present
Self-Employed September 2009 - August 2014
Swell February 2007 - August 2009
Gradient Analytics June 2006 - January 2007
Skills
Marketing, Customer Service, Social Media Marketing, Social Media, Sales, Social Networking, Account Management, Microsoft Excel, Public Speaking, Marketing Strategy, Event Planning, Marketing Communications, Salesforce.com, Microsoft Office, Public Relations, Event Management, Leadership, Advertising, Online Advertising, New Business Development, Retail, CRM, Marketing Management
Education
Grand Canyon University 2011 — 2012
Master of Science (M.S.), Psychology with an Emphasis in Industrial and Organizational Psychology
Arizona State University 2001 — 2005
B.S., Marketing, Supply Chain Management
Xavier College Preparatory 1998 — 2001
High School Diploma
Donn Vickrey Donn Vickrey's Gradient Analytics Experience August 1995 - May 2014
Job Director of Research, VB Investments
Industry Financial Services
Experience
Gradient Analytics August 1995 - May 2014
University of San Diego September 1992 - August 2005
Equity Methods, LLC 1997 - 2005
Camelback Capital Advisors, LLC 1997 - 2005
Skills
Forensic Accounting, Financial Analysis, Financial Reporting, Accounting, Research, Equity Research, Hedge Funds, Investments, Mutual Funds, Analytics, Financial Modeling, Equities, Valuation, Portfolio Management, Finance, Strategic Planning, Consulting
Education
Oklahoma State University 1989 — 1993
Ph.D., Accounting
University of Tulsa 1987 — 1989
M.S., Accounting
University of Tulsa 1983 — 1986
B.S., Business Administration
Gradient Analytics August 1995 - May 2014
University of San Diego September 1992 - August 2005
Equity Methods, LLC 1997 - 2005
Camelback Capital Advisors, LLC 1997 - 2005
Skills
Forensic Accounting, Financial Analysis, Financial Reporting, Accounting, Research, Equity Research, Hedge Funds, Investments, Mutual Funds, Analytics, Financial Modeling, Equities, Valuation, Portfolio Management, Finance, Strategic Planning, Consulting
Education
Oklahoma State University 1989 — 1993
Ph.D., Accounting
University of Tulsa 1987 — 1989
M.S., Accounting
University of Tulsa 1983 — 1986
B.S., Business Administration
Jodie Doub - Sanders Jodie Doub - Sanders's Gradient Analytics Experience September 2006 - December 2008
Job Data Reports & Web Developer at MDS Communications Corp
Industry Information Technology and Services
Experience
MDS Communications Corp January 2009 - Present
Gradient Analytics September 2006 - December 2008
MDS Communications October 2004 - September 2006
Comforce June 1996 - July 2004
Skills
Oracle, Management, Microsoft SQL Server, Databases, Active Directory, Dreamweaver, HTML, Access, Data Analysis, Sybase
Education
University of Phoenix 1998 — 2002
BSIT, Database Administration
MDS Communications Corp January 2009 - Present
Gradient Analytics September 2006 - December 2008
MDS Communications October 2004 - September 2006
Comforce June 1996 - July 2004
Skills
Oracle, Management, Microsoft SQL Server, Databases, Active Directory, Dreamweaver, HTML, Access, Data Analysis, Sybase
Education
University of Phoenix 1998 — 2002
BSIT, Database Administration
Derek Koh's Gradient Analytics Experience September 2007 - February 2012
Job We are hiring! Please refer!!
Industry Computer Software
Experience
LinkedIn April 2014 - Present
Microsoft May 2012 - April 2014
Gradient Analytics September 2007 - February 2012
Skills
Fixed Income, Time Series Analysis, Machine Learning, Data Mining, Statistical Modeling, Python, SAS, Microsoft SQL Server, Algorithms, Statistics, SQL, Matlab, VBA, C++, R, Analytics, Java, Ninja Skills, Nunchuku Skills
Education
Arizona State University 2006 — 2013
PhD in Industrial Engineering, Machine Learning
Arizona State University 2003 — 2006
B.S., Finance
LinkedIn April 2014 - Present
Microsoft May 2012 - April 2014
Gradient Analytics September 2007 - February 2012
Skills
Fixed Income, Time Series Analysis, Machine Learning, Data Mining, Statistical Modeling, Python, SAS, Microsoft SQL Server, Algorithms, Statistics, SQL, Matlab, VBA, C++, R, Analytics, Java, Ninja Skills, Nunchuku Skills
Education
Arizona State University 2006 — 2013
PhD in Industrial Engineering, Machine Learning
Arizona State University 2003 — 2006
B.S., Finance
Nicholas Wesley Yee, CPA's Gradient Analytics Experience February 2010 - Present
Job Director of Research at Gradient Analytics
Industry Financial Services
Experience
Sabrient Systems, LLC June 2011 - Present
Gradient Analytics February 2010 - Present
US Bank November 2006 - February 2010
Bank of America July 2004 - November 2006
Skills
Financial Analysis, Financial Modeling, Financial Management, Financial Accounting, Tax, International Tax, Corporate Tax, State Taxation, Local Taxation, Entity Formation, Equity Research, Excel, Equity Valuation, Forensic Accounting, Auditing, Microsoft Excel, Equities, Mutual Funds, Finance, Valuation, Accounting, Forecasting
Education
W.P. Carey School of Business 2008 — 2009
Masters, Accounting with a specialization in Taxation
Arizona State University, W. P. Carey School of Business 2002 — 2006
BS, Accountancy
Arizona State University
Sabrient Systems, LLC June 2011 - Present
Gradient Analytics February 2010 - Present
US Bank November 2006 - February 2010
Bank of America July 2004 - November 2006
Skills
Financial Analysis, Financial Modeling, Financial Management, Financial Accounting, Tax, International Tax, Corporate Tax, State Taxation, Local Taxation, Entity Formation, Equity Research, Excel, Equity Valuation, Forensic Accounting, Auditing, Microsoft Excel, Equities, Mutual Funds, Finance, Valuation, Accounting, Forecasting
Education
W.P. Carey School of Business 2008 — 2009
Masters, Accounting with a specialization in Taxation
Arizona State University, W. P. Carey School of Business 2002 — 2006
BS, Accountancy
Arizona State University
Vincent Bautista, CFP®,MBA,CTFA's Gradient Analytics Experience December 2002 - May 2004
Job Senior Trust Officer at First International Bank and Trust
Industry Financial Services
Experience
First International Bank and Trust April 2015 - Present
U.S. Trust Bank of America Private Wealth Management December 2007 - July 2014
Northwestern Mutual Wealth Management February 2007 - December 2007
USAA Financial Advice Center March 2006 - January 2007
JPMorgan Chase June 2005 - February 2006
American Express Financial Advisors May 2004 - May 2005
Gradient Analytics December 2002 - May 2004
Skills
Wealth Management, Strategic Financial..., Investments, Portfolio Management, Estate Planning, Finance, Asset Management, Insurance, Financial Services, Asset Allocation, Banking, Equities, Financial Advisory, Wealth Management..., Credit, Accounting, Relationship Management, Sales, Analysis, High Net Worth...
Education
Arizona Summit Law School 2010 — 2013
Juris Doctorate
Arizona State University - W. P. Carey School of Business 2007 — 2009
MASTERS, BUSINESS ADMINISTRATION, BUSINESS
W.P. Carey School of BusinessArizona State University 2006 — 2009
BACHELOR OF SCIENCE, FINANCE
Saint Joseph's University 1998 — 2002
BACHELOR OF SCIENCE, INTERDISCIPLINARY HEALTH SERVICES
Archmere Academy 1994 — 1998
First International Bank and Trust April 2015 - Present
U.S. Trust Bank of America Private Wealth Management December 2007 - July 2014
Northwestern Mutual Wealth Management February 2007 - December 2007
USAA Financial Advice Center March 2006 - January 2007
JPMorgan Chase June 2005 - February 2006
American Express Financial Advisors May 2004 - May 2005
Gradient Analytics December 2002 - May 2004
Skills
Wealth Management, Strategic Financial..., Investments, Portfolio Management, Estate Planning, Finance, Asset Management, Insurance, Financial Services, Asset Allocation, Banking, Equities, Financial Advisory, Wealth Management..., Credit, Accounting, Relationship Management, Sales, Analysis, High Net Worth...
Education
Arizona Summit Law School 2010 — 2013
Juris Doctorate
Arizona State University - W. P. Carey School of Business 2007 — 2009
MASTERS, BUSINESS ADMINISTRATION, BUSINESS
W.P. Carey School of BusinessArizona State University 2006 — 2009
BACHELOR OF SCIENCE, FINANCE
Saint Joseph's University 1998 — 2002
BACHELOR OF SCIENCE, INTERDISCIPLINARY HEALTH SERVICES
Archmere Academy 1994 — 1998
Byron MacLeod, CFA's Gradient Analytics Experience July 2013 - Present
Job CoDirector of Research at Gradient Analytics
Industry Financial Services
Experience
Gradient Analytics July 2013 - Present
Ryko Solutions, Inc. April 2012 - July 2013
DeWaay Financial Network September 2010 - January 2012
Gradient Analytics, LLC June 2006 - December 2008
Enterprise Data Consulting, LLC April 2005 - May 2006
Enterprise Data Consulting, LLC May 2003 - April 2005
Starwood Hotels & Resorts Worldwide, Inc May 2001 - August 2001
Skills
Equities, Investment Banking, Corporate Finance, Mergers & Acquisitions, Portfolio Management, Mutual Funds, Alternative Investments, Due Diligence, Finance, Investments
Education
Arizona State University - W. P. Carey School of Business
Bachelor of Science; Bachelor of Science, Economics; Supply Chain Management
P. Carey School of Business, Arizona State University
Bachelor of Science, Finance
Gradient Analytics July 2013 - Present
Ryko Solutions, Inc. April 2012 - July 2013
DeWaay Financial Network September 2010 - January 2012
Gradient Analytics, LLC June 2006 - December 2008
Enterprise Data Consulting, LLC April 2005 - May 2006
Enterprise Data Consulting, LLC May 2003 - April 2005
Starwood Hotels & Resorts Worldwide, Inc May 2001 - August 2001
Skills
Equities, Investment Banking, Corporate Finance, Mergers & Acquisitions, Portfolio Management, Mutual Funds, Alternative Investments, Due Diligence, Finance, Investments
Education
Arizona State University - W. P. Carey School of Business
Bachelor of Science; Bachelor of Science, Economics; Supply Chain Management
P. Carey School of Business, Arizona State University
Bachelor of Science, Finance
Timothy Phillis's Gradient Analytics Experience October 2000 - September 2007
Job Sr Software Developer at Automated Financial, LLC.
Industry Banking
Experience
Automated Financial, LLC. September 2007 - Present
Gradient Analytics October 2000 - September 2007
American Express October 1999 - October 2000
Stratus Computer January 1999 - September 1999
SmartPractice January 1997 - January 1999
MicroAge 1995 - 1996
SmartPractice May 1992 - November 1995
United States Surgical Corporation October 1990 - May 1992
Market Data Retrieval May 1988 - October 1990
Education
Fairfield University 1990 — 1998
BS, Information Systems
Automated Financial, LLC. September 2007 - Present
Gradient Analytics October 2000 - September 2007
American Express October 1999 - October 2000
Stratus Computer January 1999 - September 1999
SmartPractice January 1997 - January 1999
MicroAge 1995 - 1996
SmartPractice May 1992 - November 1995
United States Surgical Corporation October 1990 - May 1992
Market Data Retrieval May 1988 - October 1990
Education
Fairfield University 1990 — 1998
BS, Information Systems
RJ Hines's Gradient Analytics Experience June 2004 - March 2010
Job Senior Director , Client Support Sales and Services. at Manager Red Book/Digital Log Book a Hot Schedules Company
Industry Information Technology and Services
Experience
Manager Red Book and Digital Log Book , a Hot Schedules Company February 2015 - Present
Red Book Connect May 2014 - Present
Canon Solutions America November 2012 - March 2014
Ricoh USA April 2010 - January 2013
Gradient Analytics June 2004 - March 2010
IKON Office Solutions September 1996 - June 2004
Skills
Leadership, Solution Selling, Sales Process, Sales Operations, Salesforce.com, Direct Sales, New Business Development, B2B, SaaS, Sales Management, Document Management, Business Process..., Enterprise Software, Contract Negotiation, Project Management, Change Management, Operational Excellence, Leadership Development, Strategic Planning, International Sales, Global Expansion, Business Restructures, New product launch, Product Development, Cold Calling, Account Management, Sales Presentations, Selling, Managed Print Services, Sales, Management, P&L Management, Business Strategy, Process Improvement, Business Planning, Cross-functional Team..., Mergers & Acquisitions, Professional Services, Go-to-market Strategy, Strategic Partnerships, Digital Marketing, Business Development, Executive Management, Competitive Analysis, Lead Generation, Customer Retention, Managed Services, Market Research, Customer Satisfaction, Key Account Management
Education
University of Denver
Mass Communication/Media Studies
University of Denver
Journalism
Manager Red Book and Digital Log Book , a Hot Schedules Company February 2015 - Present
Red Book Connect May 2014 - Present
Canon Solutions America November 2012 - March 2014
Ricoh USA April 2010 - January 2013
Gradient Analytics June 2004 - March 2010
IKON Office Solutions September 1996 - June 2004
Skills
Leadership, Solution Selling, Sales Process, Sales Operations, Salesforce.com, Direct Sales, New Business Development, B2B, SaaS, Sales Management, Document Management, Business Process..., Enterprise Software, Contract Negotiation, Project Management, Change Management, Operational Excellence, Leadership Development, Strategic Planning, International Sales, Global Expansion, Business Restructures, New product launch, Product Development, Cold Calling, Account Management, Sales Presentations, Selling, Managed Print Services, Sales, Management, P&L Management, Business Strategy, Process Improvement, Business Planning, Cross-functional Team..., Mergers & Acquisitions, Professional Services, Go-to-market Strategy, Strategic Partnerships, Digital Marketing, Business Development, Executive Management, Competitive Analysis, Lead Generation, Customer Retention, Managed Services, Market Research, Customer Satisfaction, Key Account Management
Education
University of Denver
Mass Communication/Media Studies
University of Denver
Journalism
Daniel Vickers's Gradient Analytics Experience August 2014 - Present
Job Intern at Gradient Analytics
Industry Financial Services
Experience
Gradient Analytics August 2014 - Present
Sabrient Systems May 2013 - Present
Skills
Data Analysis, Financial Analysis, Financial Modeling, Microsoft Excel
Education
Arizona State University, W. P. Carey School of Business 2012 — 2016
Accounting and Finance
Gradient Analytics August 2014 - Present
Sabrient Systems May 2013 - Present
Skills
Data Analysis, Financial Analysis, Financial Modeling, Microsoft Excel
Education
Arizona State University, W. P. Carey School of Business 2012 — 2016
Accounting and Finance
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY