Informa Investment Solutions
Industry: Software company
DescriptionHeadquarters: White Plains, NY Founded: 1976 Parent organization: Informa Financial Information, Inc. Subsidiary: Zephyr Associates, Inc.
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Informa Investment Solutions Employees
University of Alabama School of Law August 2013 - July 2015
Hon. L. Scott Coogler, N.D. Ala. August 2014 - November 2014
District Attorney General's Office May 2014 - July 2014
Huie, Fernambucq & Stewart, LLP June 2013 - July 2013
Hon. Karon O. Bowdre, N.D. Ala. May 2013 - June 2013
Informa Investment Solutions August 2011 - August 2012
Informa Investment Solutions March 2011 - July 2011
Informa Investment Solutions January 2010 - May 2011
New Constructs June 2007 - June 2009
Académie de Versailles September 2006 - May 2007
Skills
Process Improvement, Budgets, Management Consulting, Analytics, Leadership, Microsoft Excel, Fundraising, Strategic Communications
Education
The University of Alabama School of Law
Doctor of Law (J.D.)
Vanderbilt University - Owen Graduate School of Management - Accelerator Summer Business Institute
Vanderbilt University
B.A., History; Philosophy, French
The Head-Royce School
Tractor Supply Company October 2014 - Present
Tractor Supply Company January 2012 - October 2014
Tractor Supply Company July 2009 - January 2012
Informa Investment Solutions September 2005 - July 2009
Informa Investment Solutions September 2003 - September 2005
Skills
Quality Assurance, SDLC, Software Quality..., Test Planning, Agile Methodologies, Agile & Waterfall..., SQL, Test Management, Process Improvement, Requirements Analysis, Team Leadership, Web Testing, ETL Testing, POS, Manual Testing, HP Quality Center, JIRA, Confluence, Performance Test..., Integration Testing, Test Automation, Scope Planning, Scrum
Education
Georgia Institute of Technology 1998 — 2003
Bachelor of Science (BS), Computer Science
Dollar General October 2014 - Present
Dollar General April 2013 - October 2014
Dollar General September 2011 - April 2013
Informa Investment Solutions June 2011 - August 2011
Informa Investment Solutions November 2009 - May 2011
Informa Investment Solutions August 2009 - October 2009
Skills
Microsoft Office, Windows, SQL, Access, Outlook, ClearQuest, AS400 system, G.O.L.D., Software Documentation, Windows 7, Supply Chain, Program Management
Education
Tennessee Technological University 2011 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
Middle Tennessee State University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General
East Robertson High School 2001 — 2005
Informa Investment Solutions March 2015 - Present
Fathom Communications May 2013 - August 2013
Fathom Communications February 2013 - April 2013
Murray Life Magazine January 2012 - July 2012
Murray State News October 2011 - May 2012
Murray State University May 2008 - May 2011
Oakwood Studio Photography & Design May 2007 - August 2008
Skills
Photoshop, Photography, Digital Photography, Advertising, Online Advertising, Photo Editor, Account Management, Advertising Campaign..., Copywriting, Blogging, Editing, Facebook, Marketing, New Media, Publicity, Direct Marketing, Microsoft Office, PowerPoint, Public Speaking, Social Media, Social Media Marketing
Education
Murray State University 2008 — 2012
Bachelor of Arts (B.A.), Advertising
Universität Regensburg 2010 — 2010
Study Abroad/Exchange
Citizens Bank January 2014 - Present
Decision Point Partners, LLC October 2012 - Present
Informa Investment Solutions 2011 - 2012
Stratevie, LLC 2009 - 2011
Bank of America 2006 - 2009
John Hancock Financial Services 2004 - 2006
Roxbury Capital Management 1999 - 2004
Tucker Anthony 1999 - 2000
UBS/PaineWebber 1987 - 1999
Skills
Wealth Management..., Portfolio Performance..., Investment Advisory..., Marketing Strategy &..., High Net Worth..., Corporate Finance, Wealth Management, Portfolio Management, Asset Allocation, Investments, Separately Managed..., Investment Advisory, Mergers & Acquisitions, Strategy, Series 63, Business Development, Fixed Income, Financial Services, Investment Strategies, Alternative Investments, Banking, ETFs, Relationship Management, Mutual Funds, Management, Marketing, Program Management, Bloomberg, Financial Advisory, Hedge Funds, Capital Markets, Management Consulting, Wealth Management..., Equities, Finance, Strategic Financial..., Series 7, Key Client Relationships, Analysis, Analytics, Asset Management, Financial Markets, Securities, Investment Management
Education
Boston University
Bachelor of Arts (B.A.), Economics
Wootten
Merrimac Corp November 2014 - Present
Informa Investment Solutions February 2014 - November 2014
Various January 2012 - February 2014
Siena College September 2011 - May 2013
Siena College September 2009 - May 2013
U.S. PIRG September 2012 - December 2012
Ten Mile River Preserve July 2010 - August 2011
Renny's Store June 2007 - April 2010
Skills
Economics, Research, SPSS, Econometrics, Economic Data Analysis, Mathematics, Political Economy, Customer Service, Analytical Reasoning, Consumer Behaviour, Microsoft Excel, Macroeconomics, PowerPoint, Microsoft Office, Data Analysis, Quantitative Analytics, Leadership, Outlook, Qualitative Research, Critical Thinking, Economic Research, Microeconomics, Statistical Modeling, Economic Modeling, Time Series Analysis, Statistical Data..., Analysis, Time Management, Microsoft Word, Statistics, Teamwork, Public Speaking, Policy Analysis, Financial Analysis, Social Networking
Education
Siena College 2009 — 2013
BA, Economics
Arbor Healthcare, LLC March 2011 - Present
Informa Investment Solutions July 2009 - December 2010
Sysgenix Resources May 2008 - March 2009
Dialogic Communications Corperation September 2006 - February 2008
Dialogic Communications Corperation October 1999 - September 2006
Skills
Windows Server, Servers, DNS, VPN, XP, Troubleshooting, DHCP, Technical Support, Windows 7, Windows, Software Documentation, Networking, Disaster Recovery, Integration, Network Security, VMware, Active Directory
Education
St. Olaf College 1991 — 1995
Bachelor of Science (BS), Art History, Criticism and Conservation
Oxford University 1993 — 1994
Informa Investment Solutions August 2015 - Present
Saw Mill Club October 2012 - Present
Southern Westchester BOCES April 2008 - Present
Skills
Management, Microsoft Excel, Microsoft Office, Microsoft Word, Sports, Fundraising, Social Networking, Teamwork, Leadership, Customer Service, Event Planning, PowerPoint, Social Media, Public Speaking
Education
Iona College 2014 — 2015
Master of Business Administration (MBA), Finance, General
Pace University - Lubin School of Business 2009 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Dutchess Community College 2007 — 2009
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
Cigna-HealthSpring September 2014 - Present
teknetex inc June 2014 - September 2014
Synergy Systems, LLC August 2013 - June 2014
Simplex Healthcare February 2013 - August 2013
Simplex Healthcare June 2011 - February 2013
Informa Investment Solutions July 2009 - June 2011
Informa Investment Solutions April 2008 - July 2009
Informa Investment Solutions August 2005 - March 2008
Investment Scorecard June 2003 - August 2005
Investment Scorecard April 2002 - June 2003
Skills
Requirements Analysis, Analysis, Business Analysis, Documentation, Business Requirements, Healthcare, Microsoft Office, SDLC, Policy, Requirements Gathering, Functional..., User Stories, Agile Modeling, Agile Scrum, SQL, Agile Project Management, Visio, Scrum, Process Improvement, Software Documentation, Business Intelligence, Agile Methodologies, HIPAA, CRM, Management, Strategy, Business Process..., IT Management, Project Management, Vendor Management, Healthcare Information..., Systems Analysis, Team Building, User Acceptance Testing, Databases, Quality Assurance, Data Warehousing, SharePoint, Integration, Software Project..., TFS, T-SQL, Database Design, Access, Software Development
Education
Auburn University 1997 — 2001
BS Business Administration, Management Information Systems
Informa Investment Solutions October 2012 - Present
Abercrombie & Fitch November 2011 - October 2012
Susquehanna Bank May 2011 - November 2011
Skills
Data Analysis, Financial Analysis, SQL, Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Time Management, Microsoft Word, Banking, Outlook, Data Mining, Business Analysis
Education
Indiana University of Pennsylvania 2007 — 2011
Bachelor of Science (BS), Finance, General
Informa Investment Solutions April 2013 - Present
Informa Investment Solutions March 2012 - March 2013
EFC Systems February 2006 - April 2012
Investment Scorecard November 2003 - January 2006
Medifax EDI May 1999 - November 2003
Skills
SQL Server, C#, ASP.NET, Web Applications, Crystal Reports, Database Design, T-SQL, JavaScript, jQuery, Requirements Gathering, CSS, AJAX, Microsoft SQL Server, Visual Studio, Databases, VB.NET, .NET, Visio, SDLC, Visual Basic, Software Development, Web Development, Requirements Analysis, Testing, ASP.NET MVC
Education
Middle Tennessee State University 1997 — 2000
Bachelors, Information Systems
Informa Investment Solutions December 2011 - Present
Tree Tech Microinjection Systems December 2007 - November 2011
Knight Transportation August 2005 - December 2007
Skills
CRM, Sales Operations, Sales, Salesforce.com, Account Management, Cold Calling, Direct Sales, Selling, Business Development, New Business Development, B2B, Sales Process, Pricing, Sales Presentations, Strategic Partnerships, C-Level Negotiations, Management, Customer Service
Education
Auburn University 2001 — 2005
Bachelor of Science (BS), Logistics, Materials, and Supply Chain Management, 3.2
Oak Hall School 1998 — 2001
Informa Investment Solutions October 2014 - Present
The SSI Group, Inc. January 2012 - September 2014
The SSI Group, Inc. January 2010 - January 2012
The SSI Group, Inc. May 2008 - January 2010
Skills
SDLC, Project Management, .NET, Microsoft SQL Server, Programming, SQL, Visual Studio, VB.NET, C#, JavaScript, HL7, Windows Server, ASP.NET, XML, IIS, Software Development
Education
Pensacola Christian College 2004 — 2008
BS, Computer Science and Software Engineering
Informa Investment Solutions October 2011 - Present
Citigroup July 2010 - October 2011
JP Morgan Chase December 2007 - July 2010
Samson Capital Advisors July 2006 - December 2007
Skills
Financial Analysis, Hedge Funds, Alternative Investments, Investments, Financial Modeling, Private Equity, Investor Relations, Relationship Management, Business Analysis, Equities, Fixed Income, Portfolio Management
Education
Sacred Heart University 2002 — 2006
B.S., Finance
Informa Investment Solutions May 2015 - Present
Dana Distributors Inc May 2014 - July 2014
Apollo Security July 2011 - January 2013
Florida Town Recreation Program June 2009 - July 2011
Skills
Bloomberg Terminal, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Social Media, People Skills, Time Management, Mathematics, Problem Solving, Financial Analysis, Performance Measurement, Teamwork, Computer Hardware, Computer Repair
Education
State University of New York College at Oswego 2011 — 2014
Bachelor of Science (B.S.), Finance, General, 3.0
Mathematica Policy Research 2014 - Present
Mathematica Policy Research 2013 - 2014
Federal Trade Commission June 2012 - August 2012
Informa Investment Solutions June 2010 - August 2010
Skills
Statistics, Data Analysis, Stata, SAS, Public Policy, Economics
Education
Boston University 2009 — 2013
Bachelor's degree, Economics
Boston University
Master's degree, Economics
The London School of Economics and Political Science (LSE) 2011 — 2011
Study Aborad, International Economics
c3/consulting August 2014 - May 2015
HireRight May 2011 - March 2013
HireRight March 2009 - May 2011
Informa Investment Solutions March 2008 - December 2008
DeVandry's Recycling February 2006 - March 2008
HCA January 2004 - February 2006
GDS (Contractor for US State Dept) October 2001 - June 2003
Skills
Cross-functional Team..., Integration, Leadership, Business Process, Process Improvement, Product Management, Program Management, Requirements Analysis, Requirements Gathering, SDLC, Strategy, Management, Enterprise Software, Software Documentation, Visio, SharePoint, MS Project
Education
ESI International/GW University 2004 — 2005
Rational University 2003 — 2003
Middle Tennessee State University 1996 — 2001
BBA, Computer Information Systems
Dickson County Senior High School 1993 — 1995
ACROSS December 2014 - Present
ACROSS October 2014 - Present
Episcopal Church of the Sudan August 2011 - July 2014
Informa Investment Solutions July 2007 - March 2011
Informa Investment Solutions 2007 - 2010
Skills
Visio, Process Improvement, T-SQL, SDLC, Business Analysis, Requirements Analysis, User Acceptance Testing, Databases, SQL, Microsoft SQL Server
Education
Middle Tennessee State University 2007 — 2009
MBA, Economic
Belmont University
BBA, Finance
Montefiore Information Technology May 2014 - Present
Lafarge October 2005 - May 2014
Informa Investment Solutions January 2003 - April 2004
Skills
Troubleshooting, Servers, Active Directory, Windows Server, Technical Support, Operating Systems, Networking, Visio, Cisco Technologies, System Deployment, Project Management, System Administration, IT Management, Technical Writing, Infrastructure, IT Operations, Routers, Switches, Printers, Lotus Notes, Disaster Recovery, Testing, MS Project, Linux, Project Planning, Antivirus, Information Technology, Network Administration, ITIL, DHCP, Integration, IT Service Management, VMware ESX, DNS, Network Design, Quality Assurance, Hardware, Data Center, Structured Cabling, Racking, Stack, Client Services, Ethernet, IBM Servers, Fiber Optics, SFP, Trunking, Patch Panels, Windows, Mac OS
Education
Pace University-Pleasantville/Briarcliff Campus 1995 — 2000
BS of Information Systems, Information Systems / General Science Concentration
Westchester Community College 2012 — 2012
Certificate, Health Information/Medical Records Technology/Technician
Informa Investment Solutions February 2015 - Present
Henry A. Petter Supply Co. April 2014 - February 2015
Peel & Holland Financial Group May 2013 - April 2014
Murray State University August 2009 - December 2013
Education
Murray State University 2009 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General
Apollo High School 2005 — 2009
Informa Investment Solutions June 2015 - Present
S&P Capital IQ October 2014 - June 2015
S&P Capital IQ July 2013 - September 2014
Princeton Power Systems August 2012 - June 2013
Princeton Power Systems May 2012 - August 2012
Ohio Dominican University January 2011 - May 2012
GLIAC Student Athlete Advisory Committee (S.A.A.C.) September 2008 - May 2011
Skills
Sales, Microsoft Office, Marketing Strategy, Microsoft Excel, Project Management, New Business Development, Public Speaking, Salesforce.com, Sales Process, Proposal Writing, Building Relationships, Management, Marketing, Training, Product Development, PowerPoint, Leadership, Customer Service
Education
Ohio Dominican University 2011 — 2013
Master of Business Administration; Graduate, Business Administration and Management, General
Ohio Dominican University 2008 — 2011
Bachelor of Science in Business Administration, Business Administration and Management, General
Dublin Jerome High School 2005 — 2007
Lenovo March 2014 - Present
Lenovo March 2013 - March 2014
Informa Investment Solutions July 2006 - September 2013
mindSHIFT November 2010 - April 2011
Sungard 2004 - 2006
Autumn Corporation June 2002 - June 2004
Skills
Data Center, Disaster Recovery, Networking, VMware ESX, Servers, Windows Server, Active Directory, SAN, EMC Storage, VMware, WAN, Troubleshooting, vSphere, Storage, Network Security, Firewalls, Cloud Computing, Security, Vendor Management, Citrix, Microsoft Exchange, Business Continuity, Technical Support, CCNA, Virtualization, Storage Area Networks, DNS, Leadership, ITIL, XP, HP, Cisco Technologies, SharePoint, Integration, IT Service Management, EMC, VTSP, VSP, vSAN
Education
North Carolina Wesleyan College 1998 — 2002
BS, Computer Systems
Change Healthcare December 2014 - Present
Change Healthcare January 2013 - December 2014
change:healthcare, inc September 2011 - January 2013
Informa Investment Solutions August 2009 - July 2011
Investment Scorecard / Informa Investment Solutions August 2003 - January 2009
Metavante 2009 - 2009
Skills
Process Improvement, SDLC, Team Leadership, Software Development, Business Analysis, Project Management, Requirements Analysis, Product Management, Budgets, Analysis, Strategic Planning, Microsoft SQL Server, SQL, SaaS, Visio, Agile Methodologies, Requirements Gathering, Vendor Management, Start-ups
Education
Millsaps College 1998 — 2002
B.S., Economics
Change Healthcare Corporation July 2011 - Present
change:healthcare July 2008 - August 2011
Informa Investment Solutions April 2007 - July 2008
Investment Scorecard 2005 - 2007
American International Group, Inc. (AIG) 2004 - 2005
AIG American General 2002 - 2005
American General 1996 - 2005
Square D Company March 1990 - April 1996
Skills
Marketing Strategy, Strategic Planning, Marketing Communications, Lead Generation, Solution-oriented, Strategy, Customer-focused, Leadership, Marketing, Healthcare, Start-ups, Strategic Partnerships, Account Management, Salesforce.com, Cross-functional Team...
Education
Middle Tennessee State University 1985 — 1989
Bachelor of Business Administration, Marketing
Truman State University 1980 — 1981
Business
Informa Investment Solutions January 2015 - Present
Oberlin College January 2012 - May 2013
Dakota Legal Software, Inc. January 2013 - February 2013
Self-employed September 2010 - September 2011
Oberlin College Campus Dining Services September 2010 - December 2010
South Dakota School of Mines and Technology June 2007 - July 2010
Harkness Co-operative September 2009 - December 2009
Harkness Co-operative September 2009 - December 2009
Self-employed September 2005 - December 2009
Self-Employed September 2008 - June 2009
Skills
Pulsar Timing, Interstellar Medium, Python, C++, Astrophysics, SciPy, NumPy, Linux Systems..., Databases, SQL, PHP, XML, Apache, Scheme, Arduino, Mathematica, Statistical Mechanics, Quantum Mechanics, Vim, KiCAD, Igor Pro, LMMS, Ardour, JACK Audio Connection..., ZynAddSubFX, Guitar, Violin
Education
Oberlin College 2009 — 2013
Bachelor's degree, Physics
Oberlin College 2009 — 2013
Bachelor of Arts (B.A.), Physics
Fidelity National Information Services October 2013 - Present
Informa Investment Solutions May 2010 - October 2013
CashChoice July 2008 - February 2010
Middle Tennessee State University April 2006 - April 2008
Opryland Hotel October 2005 - December 2005
Nashville Shores April 2005 - October 2005
Skills
Marketing Strategy, Sales, Event Planning, Public Relations, Customer Service, Customer Satisfaction, Account Management, Management, Financial Analysis, Advertising, Marketing, Analysis, Retail, Team Leadership
Education
Middle Tennessee State University 2006 — 2008
Master in Business Administration, Management
Belmont University 2000 — 2004
Bachelor of Business Administration, Marketing
QuEST Global September 2013 - June 2014
Tiffany & Co. September 2012 - February 2013
Informa Investment Solutions May 2010 - March 2012
Summit Financial Resources, Inc. January 2010 - May 2010
Wyndham Hotel Group June 2008 - August 2008
Summit Financial Resources, Inc. May 2006 - August 2007
Skills
Forecasting, Access, Data Analysis, Training, Microsoft Excel, Project Management, Leadership, Sales, Competitive Analysis, Operations Management, Outlook, Project Planning, PowerPoint, Teamwork, Databases, Retail, Warehouse Management..., Technology, Client Support, SAP
Education
Penn State University 2005 — 2009
Supply Chain and Information Systems, Economics, Engineering
Informa Investment Solutions September 2007 - Present
Informa Investment Solutions July 2006 - September 2007
CNA Insurance Company June 1985 - 2006
Skills
User Acceptance Testing, Test Planning, Quality Assurance, SDLC, Functional..., Visio, Testing, Access, XML, Insurance
Education
Belmont University 2000 — 2004
Business
CCH Trust US, a Wolters Kluwer business September 2013 - June 2015
Informa Investment Solutions 2012 - 2013
Wells Fargo Advisors 2011 - 2012
CLS Investments, LLC 2008 - 2009
Feldman Securities Group, LLC 2007 - 2008
Feldman Securities Group, LLC 2004 - 2007
SunGard Financial Systems 2003 - 2004
Feldman Securities Group, LLC 2000 - 2003
State Street 1998 - 2000
Skills
Strategic Selling Skills, Managing Complex Sales, Solution Selling, Consultative Sales..., Superior Client Service, Key Account Acquisition..., Strategic Relationships, Miller-Heiman Strategic..., Relationship..., National Account..., Pipeline Management, Mutual Funds, Wealth Management, Financial Services, Portfolio Management, Investments, Asset Management, Series 7, Investment Management, Risk Management, Negotiation, Banking, Relationship Management, ETFs, Account Management, SaaS, Separately Managed..., Investment Advisory, Series 63, Financial Risk, Asset Managment, Software Solution Sales, Performance Measurement, IT Outsourcing, Outsourcing, Series 65, Client Services, Proposal Generation, Global Custody, Registered Investment..., Front to Back Office, SPIN Selling, Sales Management
Education
State University of New York College at Plattsburgh
BA, Economics
National Institute of Standards and Technology April 2014 - Present
MITech Inc. December 2013 - March 2014
Dante Inc. October 2004 - November 2013
Informa Investment Solutions December 2003 - October 2004
NetDecide Inc. July 2000 - December 2003
UTSI Universal Technologies and Systems Incorporated March 1998 - July 2000
US Foodservice 1998 - 2000
AXXON-Ukraine 1996 - 1998
Glushkov Institute of Cybernetics of NAS of Ukraine 1996 - 1998
Donetsk State Institute of Artificial Intelligence 1995 - 1996
Skills
C#, CSS, JavaScript, jQuery, ASP.NET MVC3, ASP.NET WebForms, ASP.NET MVC4, JBoss Application Server, jBoss Seam, Web Services, ASP.NET, SharePoint, ASP.NET MVC, Microsoft SQL Server, Java, Agile Methodologies, .NET, Visual Studio, Enterprise Architecture, Databases, AJAX, Oracle, Requirements Analysis
Education
Glushkov Institute of Cybernetics 1996 — 1998
Ph.D. candidate, Mathematical Theory of Neural Network Models
Donetsk State Institute of Artificial Intelligence 1995 — 1996
N/A, Neural Networks and Speech Recognition
Donetsk National University 1990 — 1995
Specialist, Applied Mathematics
SSH#17 Donetsk
First Republic Investment Management March 2014 - Present
U.S. Trust Private Wealth Management October 2005 - March 2014
Informa Investment Solutions March 2004 - September 2005
JPMorgan Chase 1996 - 2004
Skills
Investment Banking, Superior Client Service, Private Banking, Marketing Strategy, Event Planning, Non-profit Volunteer, Non-profit Leadership, Computer Proficiency, Telephone Skills
Education
St. John's University 1991 — 1993
Bachelor of Science (B.S.), Quantitative Analysis
Queensborough Community College 1987 — 1990
Associate of Science (A.S.), Business Administration and Management, General
Informa Investment Solutions November 2014 - Present
Hiscox August 2014 - September 2014
United Way of America December 2013 - July 2014
Wells Fargo June 2013 - August 2013
Yorktown Golf and Baseball June 2006 - June 2012
Go visible! January 2011 - April 2011
Skills
Marketing, Social Networking, Teamwork, Sales, Marketing Strategy, Performance Measurement, Financial Analysis, Public Speaking, Financial Modeling, Financial Reporting, Social Media, Marketing Communications, Advertising, Microsoft Office, Market Research, Microsoft Excel, Leadership, Social Media Marketing, PowerPoint, Event Planning, Facebook, Online Marketing, Marketing Research, Customer Service, Fundraising, Real Estate
Education
State University of New York College at Oswego 2011 — 2014
Bachelor of Applied Science (B.A.Sc.), Finance and Marketing
BreatheAmerica, Inc September 2011 - Present
Informa Investment Solutions March 2008 - September 2011
Regions Financial Corporation March 2000 - December 2007
Skills
Cross-functional Team..., Management, Process Improvement, Project Management, Needs Analysis
Education
Baylor University - Hankamer School of Business 1995 — 1999
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Institutional Investor April 2013 - Present
Informa Investment Solutions January 2007 - October 2012
Mercer Investment Consulting May 1998 - September 2006
Eager & Associates January 1998 - May 1998
Various 1991 - 1996
Skills
Investments, Investment Management, Salesforce.com, Mutual Funds, Hedge Funds, Wealth Management, Investment Strategies, Asset Management, Fixed Income, Pension Funds, Asset Managment, Endowments, Foundations, Financial Services, Relationship Management, Asset Allocation, Pensions, Sales Management, New Business Development, Business Development, CRM, SaaS, Portfolio Management, Equities
Education
University of Louisville 1996 — 1998
MBA
Purdue University 1986 — 1991
BS, Civil Engineering
Informa Investment Solutions January 2015 - Present
Thomson Reuters September 2010 - December 2014
Thomson Financial/Vestek November 2001 - September 2010
Dresdner Kleinwort Wasserstein November 2000 - July 2001
Ridge Investment Advisors January 2000 - November 2000
Skills
Financial Markets, Chartered Financial..., Equities, Business Development, Thomson One Analytics, Portfolio Management, Portfolio Performance..., Performance Measurement, Performance Attribution, Risk Analysis, Account Management, Relationship Management, Market Data, Salesforce.com, Client Presentation, Sales Presentations, Fixed Income, Asset Management, Investment Management, Spanish, Client Relations, Client Services, Quantitative Analytics, Client Development
Education
Babson College
Bachelor's Degree, Finance and Investments
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Business Administration (M.B.A.), International Finance and Marketing
Hearts & Wallets LLC January 2014 - Present
Solstice Advisory LLC June 2012 - Present
Informa Investment Solutions June 2007 - June 2012
Informa Investment Solutions January 2009 - September 2011
Informa Investment Solutions July 2007 - October 2010
Financial Research Corporation July 2001 - June 2007
IBC 1998 - 2001
Skills
Mutual Funds, Asset Managment, Product Development, Financial Services, Sales, Brand Architecture, Demand Generation, Business Development, Relationship Management, Microsoft Office, Product Management, Investments, Marketing Strategy, Marketing Automation, Strategic Planning, Wealth Management, Key Account, Marketing, Management, Social Media Marketing, Business Strategy, New Business Development, Market Research, Executive Management, Competitive Analysis, Strategic Partnerships, Portfolio Management, Online Marketing, Strategy, Alternative Investments, Asset Management, Direct Marketing, Investment Management, Analytics, Leadership, Digital Marketing, Integrated Marketing, Marketing Communications, Asset Allocation, CRM
Education
Syracuse University 1989 — 1993
Bachelor of Arts, Psychology
Northfield Mount Hermon 1987 — 1989
CCHS
Depository Trust & Clearing Corporation February 2010 - February 2015
Informa Investment Solutions 2007 - 2009
Reuters/Lipper/HedgeWorld 2006 - 2006
Informa Investment Solutions 2004 - 2005
Thomson Financial 2002 - 2004
Nelson Information, Inc. (Acquired by Thomson Financial) 1993 - 2002
Nelson Information 1997 - 2000
Nelson Information 1995 - 1997
Nelson Information 1994 - 1995
Nelson Information 1993 - 1994
Skills
Product Management, Software Development, Databases, Strategy, Business Analysis, Financial Services, Management, Product Development, Competitive Analysis, Software Documentation, Quality Assurance, SDLC, Vendor Management, Business Process..., Requirements Analysis, IT Management, Data Analysis, Requirements Gathering, Enterprise Software, Business Intelligence, Analytics, Business Requirements, Data Warehousing, Program Management, Risk Management, CRM, Analysis, Market Data, Integration, Enterprise Architecture, Business Process, SaaS, Web Applications, Telecommunications
Education
Pace University-Pleasantville/Briarcliff Campus 1990 — 1993
BS
MacDaddy O's Ltd. 2014 - Present
Wayne Mack, CFP® 2013 - Present
USAA 2011 - 2013
Scivantage 2008 - 2010
Informa Investment Solutions 2005 - 2008
FPA GHV 2005 - 2008
Financial Planning Association of New York 2001 - 2005
JPMorgan Chase 1998 - 2004
Dreyfus 1997 - 1998
Modell's Sporting Goods 1993 - 1996
Skills
Wealth Management, Series 7, Mutual Funds, Strategic Financial..., Wealth, Securities, Investment Advisory, Retirement Planning, Financial Services, Financial Planners, Finance, Asset Allocation, High Net Worth..., Certified Financial..., Portfolio Management, Investment Strategies, Insurance, Series 63, Asset Management, Investment Management, Financial Advisory, Retirement, Investments, Financial Markets, Equities, Fixed Annuities, Bonds, Estate Planning, FINRA, Fixed Income, Wealth Management..., Banking, Financial Planning, Alternative Investments, 401k
Education
Cannon Financial Institute 2011 — 2011
Certified Wealth Strategist, Wealth Management
Long Island University 1998 — 2000
Certified Financial Planning Program, CFP - Financial Planning, 3.75
Binghamton University 1983 — 1987
BA, Economics
Rainmaker Associates, LLC August 2012 - Present
Fiserv Investment Services June 2011 - July 2012
QuoteMedia March 2009 - June 2011
Informa Investment Solutions July 2006 - December 2008
Spectra Securities Software 2000 - 2006
Reuters America Inc. 1989 - 2000
Skills
CRM, Salesforce.com, Management, SaaS, Solution Selling, Financial Services, Enterprise Software, Business Development, Portfolio Management, Relationship Management, Team Leadership, Analytics, Project Management, Sales, Strategic Planning, Business Analysis, Strategy, Asset Management, Investments, Risk Management, Wealth Management, Leadership, Strategic Partnerships, Sales Management
Education
Cedarville University 1981 — 1985
BA, Chemistry/Pre-med
Good Samaritan Hospital 1983 — 1984
EMT-P, Emergency Medicine / Paramedic
Byron-Bergen High School 1977 — 1981
College Prep
Informa Investment Solutions January 2015 - Present
eVestment December 2012 - January 2015
PerTrac August 2011 - December 2012
BGC Partners May 2009 - June 2011
Ameriprise Financial June 2009 - May 2010
Skills
Investments, Finance, Mergers, Electronic Trading, Hedge Funds, Alternative Investments, Equities, Derivatives, Portfolio Management, Asset Managment, Fixed Income, Bloomberg, Asset Management, Trading Systems, Mergers & Acquisitions, Financial Services, Trading, Financial Markets, Analytics, Fund Of Funds, Financial Risk, Securities, Asset Allocation, Capital Markets, Relationship Management, Mutual Funds
Education
Iona College 2004 — 2010
BBA, Double MBA, Finance and Human Resources
Fontbonne Hall Academy 2000 — 2004
High School
Informa Investment Solutions March 2015 - Present
Robert Half December 2014 - February 2015
M&T Bank May 2014 - November 2014
Hudson Valley Federal Credit Union July 2013 - May 2014
Scottrade May 2011 - May 2012
Hvac Mechanic January 2007 - May 2011
Skills
Investments, Finance, Mutual Funds, Credit, Financial Analysis, Financial Services, Securities, Valuation, Portfolio Management, HVAC, Financial Modeling, Bloomberg, Banking, Loans, Time Management, Public Speaking
Education
SUNY New Paltz 2012 — 2014
BS, Business Administration and Management, General, N/A
Dutchess Community College 2009 — 2012
Associate of Science (A.S.), Business
John high school 2002 — 2006
High School Diploma
SunGard Financial Systems October 2014 - Present
Informa Investment Solutions June 2014 - October 2014
First Rate July 2000 - May 2014
Annuity Board of the Southern Baptist Convention February 1999 - July 2000
Wilshire Associates May 1997 - February 1999
NationsBank 1988 - 1997
Arrows Soccer 1988 - 1989
Arrows Soccer 1988 - 1989
Fidelity Investments January 1985 - August 1988
Skills
Investment Management, Investments, Performance Measurement, Third Party Vendor..., Sales, Direct Sales, Sales Presentations, Marketing, Direct Marketing, Customer Service, Customer Oriented, Building Relationships, Relationship Management, Business Relationship..., Event Management, Account Management, Operations Management, Fund Accounting, Financial Analysis, Mutual Funds, Alternative Investments, Fixed Income, Leadership, Securities, Analysis, Financial Services, Portfolio Management, Banking, Management, Wealth Management, Equities, Valuation, Investment Strategies, Investment Advisory, Executive Management, Bloomberg, Asset Allocation, Strategic Financial..., Strategy, Strategic Partnerships, Financial Modeling, Asset Management, Risk Management, Finance, CRM, Business Analysis, Analytics, Consulting, Process Improvement, Capital Markets
Education
Hardin-Simmons University 1982 — 1984
BBA, Finance
Chapman University 1980 — 1982
Finance
Midas+ Solutions, A Xerox Company November 2014 - Present
Franklin Tomorrow, Inc. January 2011 - Present
Friends of Franklin Parks, LLC March 2012 - Present
Health Language, a Wolters Kluwer company October 2013 - November 2014
Kroll Cyber Security December 2012 - October 2013
MyHealthDirect September 2010 - November 2012
Informa Investment Solutions April 2004 - August 2010
Thomson Medstat 1997 - 2004
Columbia State Community College 2001 - 2002
ExecuTrain 1994 - 1997
Skills
Healthcare, Start-ups, Hospitals, New Business Development, Account Management, Sales Management, Process Improvement, Cloud Computing, Healthcare Information..., HIPAA, HITECH, Managed Care, Customer Relations, SaaS, Non-profits, cyber security, data breach..., Consultative Selling, Digital Forensics, Contract Negotiations, Healthcare IT, Medicaid Managed Care, Business Development, Leadership, Selling, Strategic Planning, Healthcare Industry, Strategy, Training, Contract Negotiation, Management, Data Analysis, CRM, Security, Sales, Marketing Strategy, Software Documentation, Team Building, Networking, Product Development, Nonprofits, Analysis, Sales Operations, Customer Service, Healthcare Consulting, EHR, Consulting, Strategic Partnerships, Executive Management, Salesforce.com
Education
Baylor University - Hankamer School of Business 1985 — 1989
BBA, Business
Tennessee State University 1984 — 1988
MBA, MBA Management
Colonial Consulting LLC July 2011 - Present
Informa Investment Solutions January 2011 - July 2011
Informa Investment Solutions April 2007 - July 2011
Skills
Performance Reporting, Asset Allocation, Portfolio Management, Investments, Financial Analysis, Hedge Funds, Data Analysis, Financial Modeling, Alternative Investments, Asset Managment, Performance Measurement, Equities, Microsoft Excel, Performance Analysis, Financial Reporting, Wealth Management, Process Improvement, Mutual Funds, Fund Of Funds, Private Equity, Equity Research, Asset Management
Education
Fordham University - Graduate School of Business Administration 2010 — 2014
MBA, Finance
Manhattanville College 2003 — 2006
Bachelor of Arts, Double Major in Finance and Psychology
Backstop Solutions Group October 2014 - Present
Informa Investment Solutions November 2008 - October 2014
Vocalscape Networks, Inc September 2005 - October 2008
D'Amico Technologies December 2004 - September 2005
Advent Software January 2002 - November 2004
Advent Software December 1997 - December 2001
Varsity Publications January 1997 - November 1997
Liberty Brokerage Services April 1996 - December 1996
University Sports, Inc January 1995 - March 1996
Skills
Financial Services, Salesforce.com, Mutual Funds, Portfolio Management, Wealth Management, Business Relationship..., Account Management, Alternative Investments, Relationship Management, Sales, Enterprise Software, Hedge Funds, Asset Management, Fixed Income, Investment Advisory, Strategy, Investments, Equities, Asset Allocation, Investment Management, Financial Markets, Capital Markets, Risk Management, Bloomberg, Trading Systems, Private Equity, CRM
Education
Ithaca College 1989 — 1994
BA, History
Ithaca College 1989 — 1994
Bachelor of Arts (BA), History
John Jay High School 1985 — 1989
Informa Investment Solutions April 2013 - Present
Financial Education of America, LLC August 2012 - March 2013
Thomson Reuters October 2010 - December 2011
Thomson Reuters June 2008 - September 2010
Thomson Reuters January 2006 - May 2008
Skills
Financial Markets, Financial Services, Trading Systems, Investment Management, Business Development, Strategy, Enterprise Software, Account Management, Key Client Relationships, Solution Selling, Investment Banking, Sales Process, Sales Operations, Consultative Sales..., Client Development, Wealth Management..., Revenue Forecasting, Customer Engagement, Investment Managment, Equity Capital Markets, New Business Development, Wealth Managment, Proprietary Trading, Morningstar, Portfolio Management, Client Engagement, Product Planning, Portfolio Optimization, Asset Allocation
Education
Kenyon College
B.A., History and Political Science
New York University
Hedge Fund Strategies
Informa Investment Solutions September 2009 - Present
ProNet May 2009 - September 2009
Bally Technologies July 2003 - March 2009
CAM Commerce Solutions June 1999 - June 2003
Preferred Equities Corporation March 1997 - June 1999
Casino Data Systems April 1996 - February 1997
Bally Systems April 1990 - April 1996
Education
University of Nevada-Reno 1986 — 1990
MBA
University of Nevada-Reno 1978 — 1981
MEd
Penn State University 1969 — 1973
BS
Informa Investment Solutions December 2014 - Present
QBE September 2008 - July 2014
Parenting Across Cultures 1999 - 2003
Skills
Project Management, Customer Service, Project Planning, Strategic Planning, Microsoft Excel, Microsoft Office, Process Improvement, Event Planning, Leadership, Training, Access, Budgets, Time Management, Analysis, Team Leadership, Outlook
Education
Patten University 2015 — 2019
BA, Business Management, Business Management, Leadership
UNC Chapel Hill 1983 — 1987
Psychology
NXG Strategies, LLC September 2015 - Present
Informa Investment Solutions December 2009 - September 2015
SSOE Group September 2008 - December 2009
TriMark Strategic October 2005 - June 2008
Skills
Account Management, Contract Negotiation, Business Development, Investments, New Business Development, Strategic Planning, Project Management, Business Strategy, Customer Service, Management, Strategy, CRM, Due Diligence, Marketing Strategy, Financial Analysis, Market Analysis, Business Analysis, Process Improvement, Virtual Goods, Communication, Financial Reporting, Contract Management, Budgeting, Customer Relations, Problem Solving, Investment Advisory, Organizational..., Manage Client..., NetSuite, Google Apps
Education
Aquinas College 2001 — 2003
Bachelor's Degree, Business Administration, Management and Operations
Nashville State Community College 1998 — 2000
Associate’s Degree, Business Administration and Management, General
Informa Investment Solutions September 2012 - Present
Deloitte March 2012 - July 2012
Broker To Broker March 2008 - February 2012
Faith Financial Planners, Inc. November 2005 - March 2008
Skills
Team Leadership, Coaching, Access, Insurance, Project Management, Public Speaking, Analysis, Microsoft Office, Investments, Leadership Development, SharePoint, Asset Managment, Marketing, Software Documentation, Quality Assurance, Business Process..., Business Analysis, Automated Software..., Data Management, Performance Metrics, Management, Strategy, Leadership, Strategic Planning, Visio, Process Improvement, Consulting, Team Building, Business Process, Sales, Databases, Finance, CRM, Customer Service, SQL, Information Technology, Project Planning
Education
Lorain County Community College
Pennsylvania State University
Interact Intranet April 2015 - Present
Informa Investment Solutions June 2014 - March 2015
Argent Software April 2013 - June 2014
Caissa, LLC February 2012 - March 2013
Argent Software September 2009 - February 2012
American List Council November 2007 - May 2008
Carl Bloom Associates April 2007 - September 2007
Teacher's Media Co/Sunburst Visual Media October 2005 - January 2007
AllianceBernstein April 2000 - October 2005
Sunburst Communications June 1998 - April 2000
Skills
Mutual Funds, Alternative Investments, Lead Generation, Investments, Financial Services, Asset Managment, Portfolio Management, Account Management, Email Marketing, Sales, New Business Development
Education
Pace University - Lubin School of Business 1994 — 1998
Unisys February 2015 - Present
Vencore Inc. May 2007 - 2015
Apogen Technologies October 2006 - May 2007
Apogen Technologies October 2004 - October 2005
Informa Investment Solutions November 2003 - August 2004
Meridian KSI August 2003 - November 2003
netdecide 2000 - 2003
ICF Consulting November 1998 - August 2001
Skills
SharePoint, Certified Scrum Master..., Program Management, Project Management, SDLC, PMP, Software Project..., Proposal Writing, Software Documentation, Business Development, Public Speaking, Testing, Enterprise Software, Enterprise Architecture, Analysis, Government Contracting, Active Directory, Security Clearance, Security, Quality Assurance, Training, Databases, Integration, Systems Engineering, Software Development, Business Intelligence, Software Engineering, SharePoint..., DoD, System Administration, Information Assurance, Leadership, InfoPath, Cloud Computing, Business Process, Microsoft SQL Server, Requirements Analysis, Configuration Management
Education
George Mason University 1995 — 1998
BA, Psychology
LinkedIn January 2015 - Present
LinkedIn January 2014 - December 2014
OwnerAide, Inc. May 2014 - November 2014
LinkedIn June 2013 - December 2013
LinkedIn July 2012 - May 2013
LinkedIn April 2011 - July 2012
WealthTouch, Inc. November 2010 - March 2011
Informa Investment Solutions September 2006 - November 2010
Advent Software, Inc. January 2002 - September 2006
GreenTrak, Inc. February 1998 - January 2002
Skills
LinkedIn, Social Selling, Account Management, SaaS, Strategy, Social Media, New Business Development, Start-ups, Product Management, Management, Salesforce.com, Networking, Cross-functional Team..., Entrepreneurship, Sales, Social Media Marketing, Sales Management, Business Strategy, Business Development, Lead Generation, Leadership, Social Networking, Competitive Analysis, Product Development, Cloud Computing, Direct Sales, Sales Process, Enterprise Software, Solution Selling, Program Management, Strategic Partnerships, E-commerce, Digital Marketing, Strategic Thinking, Marketing, Consulting, Outsourcing, Analytics, Board Games, Content Marketing, Solutions Development, Product Strategy, Digital Strategy, CRM
Education
Boston University 1989 — 1993
BA, Philosophy
John Jay High School 1986 — 1989
High School
American School in London 1984 — 1986
High School
Informa Investment Solutions April 1990 - Present
Skills
Asset Allocation, New Business Development, Portfolio Management, Asset Management, Alternative Investments, Mutual Funds, Custom Software, Investment Management, Investments, Selling, ETFs, Equities, Data Collection, Separately Managed..., Wealth Management, Series 7, Series 63, Fixed Income, Sales
Education
Pace University - Lubin School of Business 1985 — 1987
MBA, Finance
State University of New York College at Brockport 1976 — 1980
BA, Business Administration, Economics
State of NY Metropolitan Transportation Authority 2015 - Present
OLAFE, LLP 2014 - Present
Informa Investment Solutions 2009 - 2014
Standard & Poor's 2002 - 2008
Standard & Poor's 1999 - 2002
Skills
Product Management, Strategy, Vendor Management, Market Research, Strategic Planning, Business Planning, Start-ups, Business Development, Management, CRM, Marketing Strategy, Fixed Income, Integrated Marketing, Leadership, Analysis, Project Management, Program Management, Process Improvement, Marketing, Contract Negotiation, Financial Services, Executive Management, Risk Management, Equities, Capital Markets, Business Analysis, Cross-functional Team..., Consulting, Business Strategy, Product Development, Strategic Partnerships
Education
Fordham University - Graduate School of Business Administration
MBA, Finance & Marketing
City University of New York-Herbert H. Lehman College
BA, Business Management
Pro Bono @ ZanaAfrica April 2015 - August 2015
Barclays May 2014 - June 2014
H.P. Curran Appraisals July 2013 - February 2014
Muay Thai Chinnarach May 2013 - July 2013
Karmak September 2012 - February 2013
NBCUniversal, Inc. July 2012 - August 2012
The Communication Studio (TCS) March 2012 - July 2012
Grey Group December 2011 - February 2012
Informa Investment Solutions September 2011 - December 2011
UnitedHealthcare June 2011 - July 2011
Skills
User Experience, Information Architecture, User Interface Design, Interaction Design, Web Applications, User Interface, Web Development, Web Analytics, Social Media, Usability, Management, E-commerce, Wireframes, Web Design, CSS, User-centered Design, HTML, UX Strategy, Process, HTML5, Prototype, SharePoint, Wire Framing, HTML 5, Team Leadership, Mobile Applications, Content Strategy, Software Documentation, Dreamweaver, Accessibility, Graphic Design, CMS, Adobe Creative Suite, Content Management, Requirements Analysis, Customer Experience, JavaScript, Experience Design, Web 2.0, Video Production, Advanced CSS, Documentation, Animation, Prototyping, Mobile, Portals, Web Standards, Fireworks, Usability Testing, Strategy
Education
New York University 1979 — 1981
MPS
Boston University 1973 — 1975
M. Ed Media
Tufts University 1967 — 1972
BA
Informa Investment Solutions March 2012 - Present
The Kenmar Group September 2007 - October 2011
Rye Investment Management (division of Tremont Group Holdings, Inc.) April 2006 - September 2007
Informa Investment Solutions November 2004 - March 2006
Manulife Financial April 1999 - April 2003
Skills
Investments, CRM, Management, Portfolio Management, Investor Relations, Asset Allocation, Financial Services, Asset Management, Investment Management, Mutual Funds, Marketing Communications, Fixed Income, Separately Managed..., Equities, Alternative Investments, Product Management, Securities, Hedge Funds, Marketing Management, Business Development, Project Management, Email Marketing, Salesforce.com, Strategic Planning, RFP, Asset Managment, Social Media Marketing, Conference Coordination, New Business Development, Fund Of Funds, Market Research, Marketing, Managed Futures, Strategy, Finance, Social Media
Education
Purchase College, SUNY 1990 — 1994
BA, Art History
Style Research December 2014 - Present
Advisor Software June 2014 - October 2014
Windham Capital Management June 2011 - April 2014
Informa Investment Solutions January 2003 - June 2011
Lewtan Technologies May 2001 - May 2002
PCi Corporation January 2000 - March 2001
Eastern Bank January 1997 - January 2000
New England Financial January 1994 - January 1997
Prudential Financial May 1992 - January 1994
Skills
Performance Reporting, Risk Management, Portfolio Optimization, Asset Allocation, Bootstrapping, risk budgeting, higher moments, capital market..., portfolio construction, Investment Policy, efficient frontier, investment policy..., turbulance index, within horizon risk, Monte Carlo Simulation, cash flow modeling, endowment, mean variance, Management Consulting, advisor software, mean variance..., portfolio optimizer, portfolio optimization..., financial advisor..., windham portfolio..., windham, financial advisor tools, asset allocation models, Monte Carlo, Modern Portfolio Theory, Quantitative Analytics, Capital Markets, Quantitative Finance, Quantitative Investing, Separately Managed..., Investment Policy..., Risk Analytics, Portfolio Management, Asset Management, Investments, Investment Management, Investment Advisory, Finance, Financial Risk, Wealth Management, Management, Financial Services, Equities
Education
Roger Williams University 1988 — 1992
Bachelor of Science, Finance and Economics
Staples High school 1984 — 1988
Informa Investment Solutions July 2015 - Present
Envision Financial Systems, Inc. September 2013 - October 2014
Linedata Services August 2010 - August 2013
Linedata Services December 2006 - October 2010
BISYS Fund Services January 2006 - November 2006
BISYS Fund Services February 2005 - December 2005
BISYS Fund Services June 2003 - January 2005
BISYS Fund Services August 2001 - May 2003
Skills
Fund Administration, Transfer Agency, Offshore Funds, Fund Accounting, Alternative Investments, Mutual Funds, Securities, Financial Services, Back Office, Fund Of Funds, Financial Markets, Finance
Education
The Ohio State University 1996 — 2001
BA, Economics
Informa Investment Solutions July 2015 - Present
Informa Investment Solutions July 2011 - July 2015
Informa Investment Solutions April 2007 - June 2011
UBS Wealth Management May 2006 - August 2006
Skills
Portfolio Management, Mutual Funds, Project Management, Asset Allocation, Account Reconciliation, Bloomberg, Risk Management, Valuation, Alternative Investments, Financial Modeling, Asset Management, Hedge Funds, Equities, Financial Analysis, Investments, Financial Markets, Financial Services
Education
State University of New York at Binghamton 2004 — 2006
BS, Financial Economics
Rockland Community College 2002 — 2006
Associate Sciences (AS) & Associate of Arts and Sciences (AAS), Mathematics
Informa Investment Solutions October 2012 - Present
University of Tennessee September 2011 - May 2012
American Red Cross May 2011 - August 2011
Moon Capital Management February 2011 - May 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Financial Analysis, Outlook, Access, Customer Service, Strategic Financial..., Accounting, Bloomberg, Public Speaking, Financial Reporting, Insurance
Education
Haslam College of Business at the University of Tennessee 2008 — 2012
Bachelor's degree, Finance
The University of Tennessee 2008 — 2012
B.A, Finance, Collateral Accounting; Life & Health Insurance
Informa Investment Solutions 2011 - Present
lesliehardiedesign 2009 - 2011
Deloitte February 2002 - November 2008
ASC Technologies January 1999 - September 2001
CBS Cable February 1998 - January 1999
Hewitt Associates 1995 - 1998
ESP Advertising / Prodigy Services January 1993 - September 1995
Skills
User Interface Design, Web Design, Graphic Design, Social Media, Flash, Art Direction, Adobe Creative Suite, Advertising, Creative Direction, QuarkXPress, Dreamweaver, JavaScript, Brochures, Photoshop, Illustrator, HTML, Graphics, Online Advertising, Illustration
Education
School of Visual Arts
State University of New York at Purchase
BFA
Westchester Community College
Informa Investment Solutions July 2015 - Present
Kurtosys Systems January 2014 - June 2015
eVestment November 2012 - December 2013
PerTrac November 1998 - November 2012
A-55 Clean Fuel Technology October 1997 - January 2000
Carrier Corporation Distributor Network (Slakey Brothers, Inc., VALAIR/Carrier Northern California) June 1989 - September 1997
Skills
Fund Of Funds, Alternative Investments, Hedge Funds, Endowments, Foundations, Pension Funds, RIA, Family Offices, Mutual Funds, SMA, CRM software, Risk Management Systems, Asset Allocation, Marketing Strategy, New Business Development, Team Management, Lead Generation, Web Site Development, Graphic Design, Video Production, Report Generation, Family Office, CRM, Risk Management, Analytics, Financial Services, Financial Markets, Investment Management, Portfolio Management, Equities, Institutional..., Fixed Income, Investments, Private Equity, Trading Systems, Capital Markets, Derivatives, Securities, Investment Strategies, Bloomberg, Electronic Trading, Venture Capital, Relationship Management, Business Development, Trading, Investment Advisory, Due Diligence, Emerging Markets, Financial Modeling, Investment Banking
Education
California State University-Chico 1992 — 1993
Attended MBA Program, Management
California State University-Sacramento 1986 — 1989
Graduated Bachelor of Science (B.S.), Business Administration/Marketing
Informa Investment Solutions September 2011 - April 2013
SiteHawk April 2008 - May 2011
Aim Healthcare September 2006 - April 2008
Catalina Marketing October 2005 - October 2006
Leaping Technologies, LLC January 2001 - September 2006
Fortis Software 2004 - 2005
Jabil Circuit 2001 - 2003
LifeCare Technologies 1998 - 2001
Skills
Agile Project Management, Scrum, IT Strategy, ASP.NET, SDLC, Architecture, Team Leadership, Team Building, Process Improvement, Executive Management, Agile Methodologies, Software Development, Web Applications, Management, Leadership, Solution Architecture, Strategy
Education
Lipscomb University 2015 — 2016
Master’s Degree, Data Science
University of Florida 1996 — 1998
Bachelor of Science, Computer Information Systems
St. Petersburg College 1994 — 1996
Associates, Engineering
East Bay High School 1990 — 1993
Interactive Advisory Software October 2012 - Present
Independent Consulting January 2011 - September 2012
Informa Investment Solutions February 2010 - December 2010
E-Z Data, Inc. February 2008 - October 2009
Albridge, an Affiliate of Pershing October 2002 - February 2008
Brinker Capital August 2001 - September 2002
Nationwide Financial Network July 2000 - July 2001
Lincoln Investment Planning February 1993 - July 2000
Skills
Financial Services, Relationship Management, Asset Managment, Wealth Management, Sales, Portfolio Management, Asset Management, Business Analysis
Education
Temple University
B.B.A.
AIM Consulting Group - Client JLL July 2014 - Present
KNOWLEDGENT – CLIENT JOHN HANCOCK March 2014 - May 2014
SAFEBRIDGE SOLUTIONS – CLIENT CUNA MUTUAL September 2013 - February 2014
Teradata @ Target January 2013 - July 2013
TEKsystems - Client - MillerCoors March 2012 - January 2013
TEKsytems Global Services February 2012 - March 2012
EWSolutions November 2011 - January 2012
Informa Investment Solutions July 2011 - November 2011
Next Generation, Inc. November 2010 - June 2011
Tek Systems September 2010 - December 2010
Skills
Data Modeling, Data Governance, Data Architecture, Master Data Management, Business Intelligence, Business Process..., Metadata Management, Erwin, Project Management, Data Quality, Databases, Integration, Business Process Design, Database Design, Architecture, Enterprise Software, Business Analysis, Enterprise Architecture, DB2, SDLC, Solution Architecture, ERP, Requirements Analysis, SOA, Software Development, Data Warehousing, Systems Analysis, Business Requirements, Data Integration, SQL, Teradata, ETL, Data Management, Business Intelligence..., Dimensional Modeling, Data Marts, Data Warehouse..., Requirements Gathering, Physical Data Modeling, Data Profiling, Star Schema
Education
Indiana State University 1980 — 1984
BA, Computer Science
Informa Investment Solutions January 2009 - Present
Informa Investment Solutions March 2008 - December 2008
Investment Scorecard Inc. May 2005 - March 2008
Investment Scorecard Inc. January 2003 - May 2005
Investment Scorecard Inc. May 2000 - December 2002
Skills
Vendor Management, Team Building, Strategic Planning, Product Management, Visio, Software Documentation, Project Management, SDLC, Salesforce.com, Team Leadership, Quality Assurance, Process Improvement, T-SQL, SQL, SaaS, Business Analysis, User Acceptance Testing, Databases, Management, Access, Analysis, Microsoft SQL Server, Leadership, Security, Integration, Data Analysis, Requirements Analysis, Business Intelligence
Education
Auburn University 1995 — 1999
Bachelor of Business Administration (B.B.A.)
Raymond James Financial Inc. October 2013 - Present
Informa Investment Solutions November 2009 - October 2013
NorthStar Systems Intl. Inc. February 2004 - November 2009
Goldman Sachs June 1992 - February 2004
Andersen Consulting August 1990 - June 1992
IBM 1984 - 1986
Skills
Portfolio Management, Wealth Management, Product Management, Asset Managment, Start-ups, Hedge Funds, Financial Modeling, Equities, Capital Markets, Fixed Income, Asset Management, SaaS, Business Development, Strategic Planning, Financial Services, Trading Systems, Business Analysis, Market Data, Executive Management, Financial Markets, Venture Capital, Risk Management, Alternative Investments, Private Equity, Asset Allocation, Strategy, Mutual Funds
Education
Karlsruhe Institute of Technology (KIT) 1986 — 1990
Masters, Computer Science, Business Administration
The Alexander Group September 2013 - Present
Consultant June 2012 - August 2013
Personetics Technologies November 2011 - June 2012
Auriemma Consulting Group November 2009 - November 2011
Verisys November 2008 - November 2009
Accuity May 2004 - January 2008
Informa Investment Solutions March 2000 - April 2004
Skills
Professional Services, SaaS, Payments, Enterprise Software, Financial Services, Product Management, Sales, Salesforce.com, Business Strategy, New Business Development, Sales Operations, Banking, Leadership, Business Development, Management, Strategy, Strategic Partnerships, CRM, Consulting, Strategic Planning, Marketing Strategy
Education
St. John's University
B.S., Urban Health Management
Informa Investment Solutions January 2014 - Present
Informa Investment Solutions December 2007 - January 2014
Informa Investment Solutions May 2006 - December 2007
Skills
Microsoft SQL Server, Disaster Recovery, Cloud Computing, T-SQL, SDLC, Business Analysis, SaaS, Enterprise Software, Management, Databases, .NET, Architecture, Architectures, Business Continuity, Business Intelligence, Business Planning, Data Center, Database Administration, Enterprise Architecture, Leadership, Leadership Development, Networking, Organizational..., Project Management, Project Planning, Requirements Analysis, SQL, SQL Server Management..., SQL Tuning, Software Development, Software Project..., Strategic Planning, Team Building, Team Management
Education
New Jersey Institute of Technology 1994 — 1997
Stevens Institute of Technology 1991 — 1994
The McClatchy Company November 2014 - Present
McClatchy Interactive July 2012 - November 2014
WebAssign November 2011 - July 2012
McClatchy Interactive January 2007 - November 2011
Informa Investment Solutions February 2006 - January 2007
CheckFree Investment Services 2005 - 2006
IBM/Tivoli 2000 - 2005
IBM 1997 - 2000
Skills
Perl, Agile Methodologies, JIRA, Selenium, Ruby, MySQL, Apache, Subversion, Ruby on Rails, Web Applications, HTML, XML, Linux, Quality Assurance, REST, LAMP, Bash
Education
North Carolina State University 1992 — 1996
Bachelor of Science, Computer Engineering
Manheim January 2012 - Present
PMI 2007 - Present
Manheim Auctions 2007 - January 2012
VitalChek August 2005 - April 2007
VitalChek Network 2005 - 2007
Informa Investment Solutions 2000 - 2005
Informa Investment Solutions (formerly Investment Scorecard, Inc.) 2000 - 2005
Skills
Testing, SDLC, Agile Methodologies, Process Improvement, Business Analysis, Business Intelligence, Product Management, Software Documentation, Requirements Analysis, Strategy, Vendor Management, Cross-functional Team..., Management, Visio, IT Strategy, Program Management
Education
Ball State University 1996 — 2000
Bachelor of Science, Finance
Ball State University - College of Business 1996 — 2000
Bachelor of Science (BS), Corporate Financial Management
Purdue University
Guidemark Health April 2015 - Present
ICC, an FCB Health Company May 2014 - April 2015
United States Tennis Association February 2013 - May 2014
United States Tennis Association June 2009 - January 2013
United States Tennis Association September 2006 - June 2009
Informa January 2005 - March 2006
Weekly Reader August 2003 - September 2004
Informa Investment Solutions January 2002 - August 2003
Skills
Sports Marketing, SEO, Web Analytics, PPC, Social Media, Direct Mail, Email Marketing, New Business Development, Strategic Planning, Social Marketing, Marketing, Online Marketing, Sponsorship, Integrated Marketing, Brand Management, Online Advertising, Marketing Communications, Brand Development, Direct Marketing, Relationship Marketing, Digital Strategy, Social Media Marketing, Leadership, Marketing Research, Digital Marketing, Strategic Partnerships, Marketing Strategy, Digital Media, Customer Acquisition, Mobile Marketing, Multi-channel Marketing, Interactive Marketing, Analytics, B2B Marketing, SEM, Management, Strategy, Advertising, Event Management, Media Planning, Event Planning, Social Networking, Facebook, Market Analysis, Marketing Management, Lead Generation, Account Management, Market Research, Public Relations
Education
Pace University - Lubin School of Business 2002 — 2006
MBA, Marketing Management
Pace University-Pleasantville/Briarcliff Campus 1998 — 2002
BBA, Marketing and Finance
Bluebird Homecare, Inc. February 2015 - Present
Shareholder InSite, Inc. March 2014 - January 2015
Aid and Assist At Home, LLC September 2010 - March 2014
Informa Investment Solutions June 2007 - September 2010
Investment Scorecard, Inc. May 1995 - May 2007
Skills
Quality Assurance, Process Improvement, Testing, SDLC, Business Analysis, Asset Management, Microsoft Office, Visio, Microsoft SQL Server, SaaS, Strategic Planning, Vendor Management, PMO, Start-ups, Team Leadership, Team Building, Analysis, Project Management, Product Management, Requirements Analysis, Management
Education
Belmont University 1991 — 1995
Bachelor of Business Administration (BBA), Finance, General
Informa Investment Solutions QA Team LeadInvestment Scorecard2003 - 2007
Education
Georgia Institute of Technology 1998 — 2003
Rodan + Fields, Entrepreneur November 2010 - Present
Informa Investment Solutions September 2005 - Present
Edgenet March 2004 - September 2005
State Street/Deutsche Bank/Bankers Trust April 1997 - February 2004
State Street/Deutsche Bank/Bankers Trust May 1995 - April 1997
HCA May 1989 - May 1995
Education
Lipscomb University 1985 — 1989
Bachelor of Science (BS), Marketing/Marketing Management, General
Informa Investment Solution Quality AssuranceInforma2007 - Present
Informa Investment Solutions 2007 - 2009
Investment Scorecard, Inc 2000 - 2007
First American Bank January 1999 - April 2000
Education
Middle Tennessee State University 2007 — 2009
MBA, Finance
Belmont University
Informa Investment Solutions 2011 - Present
Informa Investment Solutions 1998 - 2011
Effron Enterprises, Inc 1989 - 1998
Credit Suisse First Boston September 1986 - April 1989
Skills
Asset Managment, Mutual Funds, Financial Services, Alternative Investments, Asset Management, Asset Allocation, Wealth Management, Hedge Funds, Equities
Education
Manhattan College 1982 — 1986
Bachelor of Business Administration (BBA), Finance, General
informa investment solutions August 1998 - Present
Effron Enterprises August 1983 - August 1998
Skills
Asset Management, Alternative Investments, Fixed Income, Hedge Funds, Portfolio Management, Mutual Funds, Equities, Investments, Financial Services, Wealth Management, Business Analysis, Asset Managment, Asset Allocation, Strategy, Securities, Strategic Planning
Education
Binghamton University 1979 — 1983
BA, History/Literature
Diversity.com February 2008 - Present
Informa Investment Solutions October 2000 - Present
Morgan Stanley Smith Barney August 1999 - August 2000
Education
New York University 2009 — 2010
Certified Financial Planner, Financial Planning
Hampton University 1988 — 1992
SAS Institute June 2012 - Present
Smaller Animals Software, Inc January 1995 - Present
DataFlux February 2010 - June 2012
Lexis Nexis February 2006 - July 2009
Informa Investment Solutions 2006 - 2006
CheckFree Investment Services 2000 - 2006
Skills
Software Development, SQL, Agile Methodologies, Databases, MySQL, Microsoft SQL Server, XML, Start-ups, Unix, Java, Integration, Software Project..., Visual Studio, Web Applications
Education
Rochester Institute of Technology 1988 — 1993
BS, CS
Thomson Reuters September 2014 - Present
Medical Knowledge Group, 81qd October 2013 - September 2014
Thomson Reuters March 2013 - October 2013
Thomson Reuters August 2012 - March 2013
Thomson Reuters April 2008 - August 2012
The Thomson Corporation June 2007 - April 2008
Informa Investment Solutions December 1999 - June 2007
Skills
SQL Tuning, Databases, SQL Server, T-SQL, Performance Tuning, XML, Microsoft SQL Server, Web Applications, SQL, Quality Assurance, Database Design, Software Development, ETL, Data Modeling, SSIS, Agile Methodologies
Education
Bauman Moscow State Technical University 1989 — 1995
Computer Science
Informa Investment Solutions January 2013 - Present
Informa Investment Solutions January 2005 - January 2013
State Street June 2001 - May 2004
Deutsche Bank 2001 - 2003
Balonne Shire Council 1997 - 2000
Skills
Business Analysis, Process Improvement, Visio, Analysis, Software Documentation, Financial Analysis, Access, Management, Systems Analysis, Databases, Requirements Gathering, Business Intelligence, Team Building, SDLC, Quality Assurance
Education
Queensland University of Technology 1987 — 1991
BBus., Public Administration
Informa Investment Solutions August 2011 - Present
Rodan and Fields Dermatologists August 2014 - Present
Lending Tree Loans March 2003 - August 2011
Surepoint Lending, Inc January 2003 - March 2011
Surepoint Lending, Inc 2003 - March 2011
American Cafe 1993 - 2002
Skills
New Business Development, Sales Management, Customer Relations, Problem Solving, Contract Negotiation, Account Management, Team Leadership, Business Management, Time Management, Key Account Management, Salesforce.com, Management, Sales Operations, Financial Analysis, Selling, Coaching, Sales, Business Development, Team Building, Cold Calling, Customer Service, Leadership, Marketing Strategy, Strategic Planning, Strategy, Marketing, Negotiation, Mortgage Banking, Mortgage Lending, Loans, Customer Retention
Education
The Catholic University of America 1987 — 1991
Informa Investment Solutions June 2006 - Present
CheckFree Investment Services 2005 - June 2006
CheckFree Investment Services 2003 - 2005
CheckFree Investment Services 1997 - 2003
Skills
Agile Methodologies, SDLC, Software Development, T-SQL, Requirements Analysis, C#, SQL, Microsoft SQL Server, Project Management, Product Development, Software Project..., Business Intelligence, .NET, Business Process..., Change Management, Business Development, Business Strategy, Business Analysis, CRM, Project Planning, Management, Process Improvement
Education
Boston University 1996 — 1997
Masters Certificate in Client/Server Application Development, 1997
University of Massachusetts Boston 1987 — 1992
Bachelor's degree, Economics
Verizon June 2005 - Present
Informa Investment Solutions April 1999 - May 2005
Digital Equipment (India) Limited October 1995 - February 1999
Education
National Institute of Technology Calicut 1992 — 1995
Masters, Master of Computer Applications
Informa Investment Solutions 2010 - Present
Informa Investment Solutions July 2001 - October 2010
Offitbank January 1998 - July 2001
Bankers Trust January 1997 - January 1998
Price Waterhouse September 1995 - January 1997
Price Waterhouse September 1993 - September 1995
Skills
Mutual Funds, Alternative Investments, Hedge Funds, Financial Analysis, Investments, Risk Management, Financial Reporting, Strategic Planning, Business Strategy, Financial Services, Budgets, Performance Measurement, Business Analysis
Education
Binghamton University - School of Management 1989 — 1993
Bachelor of Science (BS), Accounting
Informa Investment Solutions April 2011 - Present
Informa Investment Solutions (formerly Investment Scorecard) September 2005 - April 2011
PowellJohnson November 2003 - November 2004
UBS March 1996 - October 2003
Skills
Training, Visio, SDLC, Business Analysis, Process Improvement, Team Building, Leadership, Strategic Planning
Education
Tennessee Technological University 1988 — 1993
Bachelor of Science (B.S.), Business Administration
Informa Investment Solutions February 2006 - Present
CheckFree Investment Services (Fiserv) 1999 - 2006
Mobius Group 1997 - 1999
Mobius Group 1992 - 1997
Eaton Vance 1987 - 1990
Eaton Vance 1985 - 1987
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1990 — 1992
Master of Business Administration (M.B.A.)
Saint Lawrence University 1981 — 1985
Hoagland, Longo, Moran, Dunst & Doukas November 2014 - Present
Lexington Partners June 2008 - November 2014
Informa Investment Solutions February 2006 - June 2008
Skills
Information Technology, Management, Networking, VMware, Active Directory, Microsoft Exchange, Cisco Technologies, System Administration, Hardware, Technical Support, Routers, Citrix XenDesktop, VDI, Fortinet, Juniper Technologies, Avaya IP Telephony, NetApp, CCNA, Disaster Recovery, Asset Management, VMware ESX, Windows Server, Data Center
Education
Shippensburg University of Pennsylvania 2000 — 2004
BSBA, Management Information Systems
Informa Investment Solutions 2009 - 2012
Elite Source Pro 2008 - 2009
ABS, Inc. 2005 - 2007
Skills
Dental Hygienist, Dental Public Health
Education
Remington College-Nashville Campus 2012 — 2014
Associate of Science (A.S.), Dental Hygiene/Hygienist
University of Tennessee-Knoxville 1998 — 2002
Bachelor's degree, Communications
Asurion February 2010 - Present
INFORMA INVESTMENT SOLUTIONS March 2007 - September 2008
REGIONS BANK October 2005 - December 2006
FIRST TENNESSEE BANK March 2005 - October 2005
TRINITY PLANNING & CONSULTING, LLC. March 2004 - November 2004
STATE STREET BANK (formerly DEUTSCHE BANK) January 1994 - November 2003
Education
Samford University 1984 — 1990
BS, Public Administration
Montgomery Bell Academy 1980 — 1984
Informa Investment Solutions September 2015 - Present
Informa Investment Solutions January 1999 - Present
Plan Sponsor Network, Inc. January 1992 - December 1998
Effron Enterprise, Inc. & Plan Sponsor Network, Inc. October 1987 - December 1991
Skills
Databases, Equities, Mutual Funds, Wealth Management, Management, Investments, Mergers & Acquisitions, Due Diligence, Asset Management, Product Development, Analytics, Portfolio Management, Fixed Income, Marketing Strategy, Asset Managment
Education
Manhattanville College 1983 — 1987
BA, Computer and Mathematics
Informa Investment Solutions January 2015 - Present
Granite Rocx LLC August 2013 - Present
Informa Investment Solutions January 2014 - December 2014
Informa Investment Solutions April 2013 - December 2013
Informa Investment Solutions April 2012 - March 2013
Zephyr Associates, Inc. October 2011 - March 2012
Zephyr Associates, Inc. March 2009 - September 2011
Standard & Poor's August 2006 - October 2008
Skills
Fixed Income, Equities, Alternative Investments, Bloomberg, Mutual Funds, Portfolio Management, Asset Managment, Financial Analysis, Asset Allocation, Hedge Funds, Investments, Mountain Biking, Trail Running, ETFs, Ski, Backpack, Outdoors, Zephyr Style Advisor, Financial Markets
Education
University of Nevada-Reno 2010 — 2014
MBA, Business
Carnegie Mellon University 2002 — 2006
B.S., Economics
Informa Investment Solutions May 2005 - Present
Central Parking System, Inc. September 2004 - May 2005
State Street formerly DB Services May 2002 - August 2004
Deutsche Bank (DB Services Tennessee) September 2000 - May 2002
CNA Insurance Companies 1998 - 2000
Wright Industries, Inc. October 1997 - May 1998
Wright Industries, Inc. May 1998 - 1998
Skills
Process Improvement, Account Reconciliation, Accounts Payable, Financial Reporting, Forecasting
Education
Mississippi State University - College of Business and Industry 1992 — 1997
Accounting, Accounting
Informa July 2012 - Present
Informa Investment Solutions January 2011 - Present
Informa Investment Solutions November 2004 - Present
Deustche Bank May 2001 - April 2004
Deustche Bank 1997 - 2001
Education
Middle Tennessee State University 1988 — 1992
BBA, Management
MetLife January 2014 - Present
Informa Investment Solutions February 2011 - December 2013
Informa Investment Solutions October 2009 - May 2011
Kelley School of Business April 2009 - November 2010
Informa Investment Solutions November 2006 - December 2008
CheckFree Investment Services 1999 - 2006
Mobius Group June 1992 - 2006
Skills
Business Analysis, Microsoft Office, Business Intelligence, SDLC, Analysis, Leadership, Project Management, Quality Assurance, Databases, Product Management, Team Building, Analytics, Six Sigma, Team Management, Process Improvement, Visio, Requirements Analysis, Software Documentation, Data Analysis
Education
Duke University 1987 — 1991
BA, Sociology
Altoona Area High School 1984 — 1987
Bridgewater Associates November 2011 - Present
GlassHouse Technologies February 2011 - November 2011
Informa Investment Solutions January 2006 - December 2010
DataLan Corporation January 2003 - January 2006
Creative Technolgies Group January 2001 - January 2003
Nextera Interactive January 1999 - January 2001
Mobius Management Systems January 1997 - January 1999
Skills
Data Center, Disaster Recovery, EMC Storage, Cloud Computing, Enterprise Architecture, Networking, Servers, Storage, Citrix, Management, Virtualization, VMware ESX, Infrastructure, Active Directory, Microsoft Exchange, VMware
Education
McDaniel College 1992 — 1997
BA, Economics/Computer Science
Western Maryland College 1992 — 1997
BA, Business/Computer Science
Informa Investment Solutions May 2013 - Present
Zephyr Associates, Inc. May 2011 - May 2013
Zephyr Associates, Inc. October 2009 - May 2011
Skills
Portfolio Management, Databases, Asset Managment, SQL, Agile Methodologies, Asset Allocation, Hedge Funds, Fixed Income, Equities, Mutual Funds, Customer Service, Trading Systems, Investments, Microsoft Excel, Asset Management, Unix
Education
Humboldt State University 1977 — 1983
BS, Natural Resource Interpretation, CIS Minor
Informa Investment Solutions June 1999 - Present
Lviv Railway Agency 1996 - 1999
Skills
Java, XML, C#, RESTful WebServices, ActionScript, jQuery, JavaScript, Python, Django, HTML, CSS
Education
National University 'Ivan Franko' , Lviv / Lviv State University 1991 — 1996
Master of phisics, Physics
Lviv school 67 1981 — 1991
High school diploma
Western Asset Management August 2015 - Present
Pzena Investment Management July 2013 - Present
Informa Investment Solutions January 2011 - July 2013
Gramophone June 2010 - February 2011
U.S. Department of Commerce October 2010 - December 2010
Informa Investment Solutions June 2005 - August 2008
Skills
Marketing Strategy, Social Media, Blogging, Marketing, Public Speaking, HTML, Alternative Investments, Databases, Data Analysis, Bank Reconciliation, Data Reconciliation, Performance Analysis
Education
The Johns Hopkins University 2007 — 2010
Bachelor's degree, Economics
The NPD Group August 2014 - Present
Electrolux April 2011 - June 2014
Liggett Vector Brands May 2006 - September 2010
Informa Investment Solutions August 2003 - May 2006
Davis Advisors February 2002 - May 2003
Skills
Market Research, Management, Business Intelligence, Data Analysis, Competitive Analysis, Customer Insight, Consumer Products, Cross-functional Team..., Forecasting, Product Development, Marketing Research, Marketing Strategy, Segmentation, Product Management, Strategy, Business Analysis, Market Analysis
Education
The Ohio State University 1995 — 1999
Bachelor of Science in Human Ecology, Consumer Affairs
Informa July 2012 - Present
Informa Investment Solutions May 2008 - July 2012
Informa November 2004 - May 2008
State Street May 2001 - April 2004
Deutsche Bank June 1997 - May 2001
Education
Middle Tennessee State University 1988 — 1992
Bachelor of Business Administration (BBA), Business Administration and Management, General
Meadow View Farms August 2015 - Present
Informa Investment Solutions November 2013 - August 2015
American City Bank May 2012 - October 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Social Media, Accounting, Banking
Education
Middle Tennessee State University 2008 — 2012
Bachelor's Degree, Finance, Real Estate
Informa Investment Solutions August 2006 - December 2013
Informa Investment Solutions November 2003 - August 2006
CheckFree Investment Services September 2000 - November 2003
Skills
Product Management, Business Analysis, Product Development, SaaS, Enterprise Software, SDLC, Agile & Waterfall..., Cross-functional Team..., Business Intelligence, Analytics, Requirements Analysis
Education
Hanover College
BA, Business Minor
The Ohio State University
MBA, Finance
Informa Investment Solutions June 2007 - Present
FileONE August 2011 - September 2011
Radford University February 2006 - May 2007
BearingPoint October 2005 - February 2006
Skills
Microsoft SQL Server, SQL, Visual Studio, T-SQL, ASP.NET, .NET, Software Development, ASP, TFS, Databases, C#, SDLC, WCF, ASP.NET MVC, Process Improvement, Visio, AngularJS, jQuery, jQuery UI
Education
Radford University 1998 — 2002
Bachelor’s Degree, Computer Science
Santé Analytics July 2015 - Present
CareSpot February 2014 - Present
Advent Health Partners January 2014 - July 2015
CareSpot March 2013 - January 2014
Optum October 2011 - March 2013
Informa Investment Solutions April 2011 - October 2011
Informa Investment Solutions May 2010 - March 2011
Informa Investment Solutions November 2009 - April 2010
Skills
SQL, Microsoft SQL Server, T-SQL, Business Analysis, Quality Assurance, Data Analysis, Process Improvement, Software Documentation, Business Intelligence, Software Development, HTML, Healthcare, User Acceptance Testing, Testing, SDLC, Requirements Gathering, Business Objects, Visual Basic, Java, Problem Solving, ClearQuest, HIPAA, Project Management, Databases, Systems Analysis, Management, Requirements Analysis, Training, Business Requirements, Database Design, Test Planning, Data Mining
Education
Tennessee Technological University 2004 — 2009
BS, Computer Science/Information Technology
MGS ComputerWorks June 2015 - Present
Cerebral Palsy of Westchester February 2015 - Present
Informa Investment Solutions October 2014 - Present
Law Offices of John C. Dearie August 2014 - October 2014
Inova Software January 2013 - August 2014
Josh Brody April 2012 - September 2012
Chase Bank May 2010 - August 2011
Skills
Help Desk Support, Troubleshooting, CompTIA A+ Certification, DOS commands, Windows XP, Windows 7, Windows Server, Active Directory, Microsoft Office, Network Administration, TCP/IP, Servers, RAID, Unix, Linux, VMware, Disaster Recovery, Software Quality..., Project Management, Databases, Data Entry, Spreadsheets, Word Processing, Filing, Sorting, Business Communications, Management, Leadership, Business Analysis, SQL, Microsoft Excel
Education
Baruch College, City University of New York (CUNY)
Bachelors of Business Administration, Information Technology
University of Massachusetts Lowell
Linux/UNIX Certificate Program, Information Technology
Market Monitoring Ltd. July 1998 - Present
Informa Investment Solutions 2005 - 2015
Education
Harvard Business School
Master of Business Administration (MBA)
Informa Investment Solutions October 2015 - Present
Informa Investment Solutions March 2012 - Present
Ameriprise Financial Services, Inc. September 2007 - March 2012
RBC Wealth Management September 2006 - September 2007
Skills
Investment Management, Personal Financial..., Investment Research, Portfolio Management, Superior Client Service, Equity Research, Fixed Income Analysis, Economics, Financial Markets, Financial Market..., Financial Services, Mutual Funds, Life Insurance, Microsoft Technologies, Series 63, Series 7, Series 65, Wealth Management, Asset Allocation, Asset Management, Equities, Retirement Planning
Education
St. Cloud State University 1995 — 2000
Bachelor of Science (B.S.), Business Computer Information Systems
Healthways January 2015 - Present
Informa Investment Solutions May 2014 - January 2015
Informa Investment Solutions January 2013 - May 2014
Informa Investment Solutions February 2006 - January 2013
United States Marine Corps February 1997 - June 2003
Skills
SQL, Financial Analysis, Military, Outlook, Microsoft Excel
Education
Southern Illinois University, Carbondale 2001 — 2005
Bachelor's degree, Accounting and Finance
Informa Investment Solutions 2013 - Present
Informa Investment Solutions 2010 - 2013
Skills
Account Management, Training, Customer Service, Customer Relations, Testing, Databases, Financial Services
Education
Radford University 2003 — 2008
Bachelor of Business Administration (B.B.A.), Business Management, Business Administration and Management, General