Infovisa Company
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16 Infovisa employees in database. Find out everything there's to know about Infovisa employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Infovisa Employees
Infovisa April 2015 - Present
Integra Personnel, Inc March 2015 - April 2015
Home Care Elderly Parent November 2013 - September 2014
Wells Fargo Bank March 1996 - August 2013
Wachovia Bank/First Union Brokerage Services March 1996 - 2013
First Data Corporation 1992 - 1996
Skills
Brokerage Operations, Mutual Funds, Financial Services, Wealth Management, Retirement Services, Call Centers, Trading, Customer Service, Banking, Finance, Equities, Retail Banking, Credit, Retirement, Investment Trading, Mutual Fund Trading, Account Transfers, Account Reconciliation, Communicate Effectively, Detail Oriented, Self Motivated, Business Process..., Conflict Resolution, Auditing, Quality Control, Investments
Education
Rhode Island College 1984 — 1989
Bachelor of Arts (BA), Mass Communications
Katherine Gibbs, Providence, Rhode Island, Paralegal Certificate
Paralegal Certificate, Legal Assistant/Paralegal
Pillen Family Farms April 2015 - Present
Infovisa May 2013 - April 2015
Centrix Solutions, Inc. January 2012 - May 2013
Nelnet Business Solutions September 2011 - December 2011
UNION BANK AND TRUST September 1998 - September 2011
Skills
VB.NET, Microsoft SQL Server, ASP.NET, JavaScript, C#, MySQL, SQL, Linux, Windows, XML, Project Management, Software Development, Checkp, Encryption, Microsoft Exchange, SFTP, Powershell, Router Configuration, ACH, iOS, Mac OS X, Friendly Personality, OS X, VMware ESX, Microsoft Technologies, Networking, Network Security, Windows Server, VMware
Education
University of Nebraska-Lincoln 1991 — 1996
Robert W. Baird & Co. January 2014 - Present
Infovisa February 2003 - January 2014
Infovisa February 2000 - February 2003
Skills
Customer Relations, Account Management, Customer Service, Microsoft Office, Consultative Selling, Customer Satisfaction, Negotiation, Documentation, Excel, Wealth Management, Banking, Investments, Microsoft Excel, Asset Management, Mutual Funds, Financial Analysis, New Business Development, Relationship Management, Retirement Planning, Risk Management, Portfolio Management, Strategic Financial..., Vendor Contracts, Trust Services, Software Documentation, Selling, Financial Services, Sales, Financial Planning
Education
University of North Carolina at Charlotte
Queens University of Charlotte
FIS July 2015 - Present
INFOVISA September 1994 - February 2014
Skills
Investments, Wealth Management, Sales Management, Management, Financial Services, Sales, Customer Service, Mutual Funds, Account Management, New Business Development, Strategic Planning, CRM, Risk Management, Leadership, Salesforce.com, Business Development, Team Building, Financial Planning, Contract Negotiation, RFP, Software Demonstration, Software Presentation, Miller-Heiman Strategic..., SaaS, Solution Selling, Selling, Strategic Financial..., Sales Operations, Direct Sales, Banking, Business Strategy, Trust Operations, Trust Services
Education
University of Nebraska-Lincoln 1990 — 1994
Bachelor, Marketing
Adhesion Wealth Advisor Solutions Inc September 2011 - Present
Infovisa March 2007 - August 2011
Wachovia, A Wells Fargo Company April 2006 - September 2006
Wachovia, A Wells Fargo Company June 2003 - March 2006
Wachovia, A Wells Fargo Company August 1998 - June 2003
First Union National Bank May 1996 - August 1998
Skills
Cash Management, Banking, Wealth Management, Commercial Banking, Asset Managment
Education
UNC Charlotte 1993 — 1997
BSBA, Operations Management
University of North Carolina at Charlotte - Belk College of Business 1993 — 1997
BSBA, Operations Management
North Wilkes 1986 — 1990
Infovisa January 2011 - Present
Monster Government Solutions November 2010 - January 2011
Stone Enterprises April 2010 - October 2010
Woodlands Commercial Bank March 2010 - July 2010
CSC Consulting August 2006 - December 2009
TransUnion January 2003 - July 2006
Checks Unlimited January 2001 - August 2002
American Medical Response October 1999 - December 2000
Univance Telecommunications January 1997 - October 1999
Skills
C#, ASP.NET, ASP.NET MVC, SOA, Microsoft SQL Server, WCF, LINQ, JavaScript, Web Services, Oracle, Software Development, XML, WPF Development, ASP, TFS, SSRS, SSIS, MVC
Education
Metropolitan State University of Denver 1995 — 1998
Computer Science
InfoVisa May 2015 - Present
Assurity Life October 2012 - May 2015
RadioShack August 2013 - April 2014
ECCHo LLC August 2011 - October 2012
APCS INC March 2008 - August 2011
Skills
ASP.NET MVC, C#, SQL, Databases, Entity Framework, JavaScript, AJAX, .NET, Troubleshooting, HTML, CSS, Object Oriented Design, LINQ, Agile Methodologies, ASP.NET, jQuery, VB.NET, Microsoft SQL Server, Microsoft Office, Public Speaking, Software Development, Windows, T-SQL, TFS, Visual Studio, Strategic Planning, Project Management, Team Building, Leadership, Customer Service, Management, Team Leadership, Training, Visio, Scrum, MySQL, IIS, Information Technology, ADO.NET, Database Design, WCF, Design Patterns, OOP, Data Modeling, Web Services, Test Driven Development, Web Applications, JSON
Education
Bellevue University 2014 — 2016
Bachelor of Science (BS), Software Development
Metropolitan Community College 2009 — 2012
Web/Database Programming, Information Technology
Wells Fargo May 2013 — Present
Kingdom Knock August 2004 — Present
Infovisa August 2012 — January 2013
Wells Fargo March 2011 — June 2012
BB&T October 2007 — March 2010
Aon May 2004 — March 2007
Invesco US January 2001 — June 2003
Skills
Blockchain Technology, Python, Estate Planning, Financial Planning, Trust Management, Executive Benefit..., Wealth Management, Trust Services, Record Keeping, Qualified Retirement..., Non-Qualified Deferred..., Economics, Retirement Savings, Retirement Planning, Administration, Customer Service, Social Media, Music Production, Event Planning, Social Networking, Hip Hop, Coaching, Microsoft Office, Social Media Marketing, Music, Public Speaking, Music Industry, Leadership, Public Relations, Team Building, Event Management, Management, Training, Microsoft Word
Education
Campbell University, Lundy-Fetterman School of Business 1993 — 1998
Bachelor of Business Administration (B.B.A.), Trust Management
University of Michigan - School of Information 2018 — 2018
Python Programming
Infovisa April 2012 - Present
DTY Direct September 2010 - April 2012
Ribbit Computers July 2009 - September 2010
SKT Business Communication Solutions March 2008 - December 2008
First American Title August 2006 - April 2008
Best Buy October 2005 - October 2006
Apptis May 2005 - October 2005
Skills
VMware ESX, Windows Server, Network Administration, Active Directory, SQL, Security, Exchange 2010/2007/2003, HP Procurve Networking, Checkpoint Security, Cisco IOS, Ecometry, Acronis, Group Policy, NAT, Firewalls, VLAN
Education
Butler Community College 2000 — 2002
Computer Science
SunGard Wealth & Retirement August 2015 - Present
SunGard Wealth and Retirement June 2011 - August 2015
Infovisa July 2010 - June 2011
Wachovia, A Wells Fargo Company November 2009 - July 2010
Wachovia, A Wells Fargo Company December 2007 - November 2009
Vanguard December 2006 - December 2007
Skills
Trust Accounting, Portfolio Management, Risk Management, Asset Allocation, Private Wealth..., Client Relationship..., Project Management, Problem Solving, Software Implementation, User Acceptance Testing, FinCEN, Trust Services, Securities Regulation, Tax Accounting, Investment Policy..., Investments, SharePoint, Training, Asset Management, Wealth Management, Integration, Investment Strategies, Business Analysis, Mutual Funds, Financial Services, Investment Management, Securities, Relationship Management, High Net Worth..., Back Office, Troubleshooting, Trading Systems, Bloomberg, ETFs, JIRA, Quality Control, Management, Leadership, Equities, Wealth Management...
Education
Gardner-Webb University 2013 — 2016
Master of Wealth and Trust Management
East Carolina University
B.S.
Infovisa November 2012 - Present
Wells Fargo September 2011 - November 2012
Wells Fargo Bank January 2010 - September 2011
Wachovia, A Wells Fargo Company January 2003 - January 2010
Infovisa 1998 - 2003
Skills
Requirements Analysis, Microsoft SQL Server, Oracle, Access, Testing, Program Management, Training, SDLC, Requirements Gathering, Business Requirements, SQL, Process Improvement, Data Warehousing, Business Analysis, Visio
Education
Pennsylvania State University-Erie Campus 1994 — 1998
BS, Management Information Systems
Windber Area High School
Infovisa August 2014 - Present
BMO Global Asset Management April 2012 - July 2014
M&I Trust Company, a part of BMO Financial Group September 2007 - March 2012
North Star Trust Company March 2000 - September 2007
Cole Taylor Bank December 1993 - March 2000
Skills
Trust Services, Strategic Planning, Team Building, Analysis, Operations Management, Desktop Application..., Business Writing, Microsoft Office, Design & Layout, Typography, Corel Draw, Corel Photopaint, Visual Basic, JavaScript, Financial Services, Securities
Education
University of Denver
BM
Infovisa August 2005 - Present
SunGard 1996 - 2005
National Computer Systems 1981 - 1996
Century First National Bank January 1978 - September 1981
Skills
Mutual Funds, Wealth Management, Securities, Fixed Income, Banking, Asset Management, Portfolio Management, Financial Services, Investments, Mergers & Acquisitions, Equities, Relationship Management, Risk Management, Financial Analysis, Financial Markets, Sales, Trading, Management, Series 7, Strategic Financial...
Education
Florida State University 1973 — 1977
Bachelor of Science, Finance
Infovisa April 2013 - Present
BB&T April 1999 - May 2012
SunGard 1993 - 1999
NCS 1980 - 1993
Skills
Cross-functional Team..., Vendor Management, Wealth Management, Account Management, Application User..., Management, Business Development, Relationship Management, Budgets, Product Management, Sales, Portfolio Management, Banking, Risk Management, Financial Services, Asset Allocation, Securities, Business Analysis, Strategic Planning, Strategy
Education
Auburn University
Finance