Innovest Systems
Industry: Software company
DescriptionInnovest Systems, LLC is a privately held firm that provides technology-driven services to trust and wealth management companies, global custodians, investment advisors and others that control, account for, and report on assets held in trust. Innovest delivers its services in a software as a service model. Headquarters: New York City, NY Founded: 2000 Subsidiary: PDS Companies, Inc. Type of business: Privately held company
Innovest Systems List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Innovest Systems. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Innovest Systems Salaries. You can even request information on how much does Innovest Systems pay if you want to. Learn about salaries, pros and cons of working for Innovest Systems directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
36 Innovest Systems employees in database. Find out everything there's to know about Innovest Systems 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.
Innovest Systems Employees
Employee
Years
Job
Industry
Richard Creamer Richard Creamer's Innovest Systems Experience 2014 - Present
Job Software Engineer at Innovest Systems
Industry Computer Software
Experience
Innovest Systems 2014 - Present
Stanford online ML course TA and independent study 2012 - 2014
Intel Corporation 2011 - 2012
Virtual Driver Interactive - 3D driving simulation 2009 - 2011
Autogeny, Inc. - DoD, DHS, Commercial, Sensor Management platform November 2001 - March 2008
Agilent Technologies - NMS/OSS Division 2001 - 2001
Ai Metrix - Network Management Systems OEM 1997 - 2001
Objective Systems Integrators - Network Management Systems OEM 1993 - 1997
Minx Software - MRP/ERP for Electronics OEMs 1990 - 1993
Opthalmic Imaging Systems - Medical Retina Imaging Workstations 1988 - 1990
Skills
Software Engineering, Software Development, Machine Learning, Image Processing, C, Java, C#, Python, R, Medical Imaging, Algorithms, C++, Data Analysis, Octave, Matlab, Data Science, Mobile Devices, UX, Widgets, GNU Octave, Android Development, Databases, Software Validation, Architecture, Object Oriented Design, 2D graphics, Semantic Web, GUI, RDF, Graph Algorithms, Data Modeling, software architect, Database Design, Information..., RDFS, Ontology Development, JavaScript, IDE, Dashboards, HTML5 Canvas, Relational Databases, Software Design, Database Development, Stereoscopic Imaging, Computed Tomography, User Experience, Graphs, Messaging Systems, Proposal Writing
Education
University of California, Davis
B.S., Applied Mathematical Physics
Stanford, Johns Hopkins, Univ. of Washington, Georgia Tech 2012 — 2014
Machine Learning, Data Science, Computational Photography
Innovest Systems 2014 - Present
Stanford online ML course TA and independent study 2012 - 2014
Intel Corporation 2011 - 2012
Virtual Driver Interactive - 3D driving simulation 2009 - 2011
Autogeny, Inc. - DoD, DHS, Commercial, Sensor Management platform November 2001 - March 2008
Agilent Technologies - NMS/OSS Division 2001 - 2001
Ai Metrix - Network Management Systems OEM 1997 - 2001
Objective Systems Integrators - Network Management Systems OEM 1993 - 1997
Minx Software - MRP/ERP for Electronics OEMs 1990 - 1993
Opthalmic Imaging Systems - Medical Retina Imaging Workstations 1988 - 1990
Skills
Software Engineering, Software Development, Machine Learning, Image Processing, C, Java, C#, Python, R, Medical Imaging, Algorithms, C++, Data Analysis, Octave, Matlab, Data Science, Mobile Devices, UX, Widgets, GNU Octave, Android Development, Databases, Software Validation, Architecture, Object Oriented Design, 2D graphics, Semantic Web, GUI, RDF, Graph Algorithms, Data Modeling, software architect, Database Design, Information..., RDFS, Ontology Development, JavaScript, IDE, Dashboards, HTML5 Canvas, Relational Databases, Software Design, Database Development, Stereoscopic Imaging, Computed Tomography, User Experience, Graphs, Messaging Systems, Proposal Writing
Education
University of California, Davis
B.S., Applied Mathematical Physics
Stanford, Johns Hopkins, Univ. of Washington, Georgia Tech 2012 — 2014
Machine Learning, Data Science, Computational Photography
Daniel Kaminker Daniel Kaminker's Innovest Systems Experience June 2013 - August 2013
Job Assurance Associate at Grant Thornton LLP
Industry Financial Services
Experience
Grant Thornton LLP October 2014 - Present
Innovest Systems June 2013 - August 2013
CBS Radio June 2012 - August 2012
JH Darbie & Co. June 2012 - August 2012
University of Miami Business Law Department August 2010 - May 2012
GPS Realty NYC May 2011 - July 2011
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Microsoft Office, Research, Oracle Applications, Minitab, QuickBooks, Accounts Payable, Accounts Receivable, Accounting, Finance, Analysis, Social Networking, Public Speaking, Social Media
Education
University of Miami - School of Business 2010 — 2014
Bachelor of Science in Business Administration (BSBA), Finance & Accounting Graduation May 2014 w/ 150 credits
Univerzita Karlova v Praze 2013 — 2013
Grant Thornton LLP October 2014 - Present
Innovest Systems June 2013 - August 2013
CBS Radio June 2012 - August 2012
JH Darbie & Co. June 2012 - August 2012
University of Miami Business Law Department August 2010 - May 2012
GPS Realty NYC May 2011 - July 2011
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Microsoft Office, Research, Oracle Applications, Minitab, QuickBooks, Accounts Payable, Accounts Receivable, Accounting, Finance, Analysis, Social Networking, Public Speaking, Social Media
Education
University of Miami - School of Business 2010 — 2014
Bachelor of Science in Business Administration (BSBA), Finance & Accounting Graduation May 2014 w/ 150 credits
Univerzita Karlova v Praze 2013 — 2013
Andrew Amon Andrew Amon's Innovest Systems Experience January 2011 - March 2014
Job Fintech Sales Executive at Interactive Data
Industry Information Technology and Services
Experience
Interactive Data July 2015 - Present
Interactive Data April 2014 - Present
Innovest Systems January 2011 - March 2014
Partsearch Technologies 2009 - 2010
CheckFree November 1999 - February 2009
Skills
CRM, Strategy, Product Management, Business Development, Management, Competitive Analysis, Account Management, New Business Development, Sales, Lead Generation, Project Management, Strategic Planning, Negotiation, Financial Services, Customer Satisfaction, Service Level Agreements, Business Analysis
Education
Long Island University
Interactive Data July 2015 - Present
Interactive Data April 2014 - Present
Innovest Systems January 2011 - March 2014
Partsearch Technologies 2009 - 2010
CheckFree November 1999 - February 2009
Skills
CRM, Strategy, Product Management, Business Development, Management, Competitive Analysis, Account Management, New Business Development, Sales, Lead Generation, Project Management, Strategic Planning, Negotiation, Financial Services, Customer Satisfaction, Service Level Agreements, Business Analysis
Education
Long Island University
Todd Graber Todd Graber's Innovest Systems Experience September 2012 - September 2015
Job Chief Financial Officer at Falcon Social
Industry Information Technology and Services
Experience
Falcon Social September 2015 - Present
Innovest Systems September 2012 - September 2015
BEN Markets, Inc. May 2011 - October 2012
OTC Markets Group May 2010 - April 2011
Quadriserv, Inc. September 2005 - May 2010
LaBranche & Co. March 1996 - September 2005
Lehman Brothers 1994 - 1996
Arthur Andersen & Co. 1992 - 1994
Skills
Start-ups, Private Equity, Executive Management, SaaS, Venture Capital, IPO, Investor Relations, Mergers & Acquisitions, Financial Markets, Due Diligence, Cash Management, Team Building, Auditing, Budgets, General Ledger, Corporate Governance, Budgeting, Financial Projections, Cash Flow Forecasting, Executive Compensation, Health Insurance, Mergers, Fundamental Analysis, Debt Management, Humor, Social Media, Vendor Management, M&A due diligence, Data Analysis, Treasury Functions, Equity Capital Markets, Equity Compensation, Team Motivator, Management Reporting, Board Presentations, Investor Presentations, Quickbooks, Financial Control, Annual Budgets, Personnel Development, Financial Systems..., Corporate Communications, Start-up Operations, Outsourcing Management, Cost Control
Education
University of Michigan - Stephen M. Ross School of Business 1988 — 1992
BBA, Finance/Accounting
Hewlett High School 1984 — 1988
Falcon Social September 2015 - Present
Innovest Systems September 2012 - September 2015
BEN Markets, Inc. May 2011 - October 2012
OTC Markets Group May 2010 - April 2011
Quadriserv, Inc. September 2005 - May 2010
LaBranche & Co. March 1996 - September 2005
Lehman Brothers 1994 - 1996
Arthur Andersen & Co. 1992 - 1994
Skills
Start-ups, Private Equity, Executive Management, SaaS, Venture Capital, IPO, Investor Relations, Mergers & Acquisitions, Financial Markets, Due Diligence, Cash Management, Team Building, Auditing, Budgets, General Ledger, Corporate Governance, Budgeting, Financial Projections, Cash Flow Forecasting, Executive Compensation, Health Insurance, Mergers, Fundamental Analysis, Debt Management, Humor, Social Media, Vendor Management, M&A due diligence, Data Analysis, Treasury Functions, Equity Capital Markets, Equity Compensation, Team Motivator, Management Reporting, Board Presentations, Investor Presentations, Quickbooks, Financial Control, Annual Budgets, Personnel Development, Financial Systems..., Corporate Communications, Start-up Operations, Outsourcing Management, Cost Control
Education
University of Michigan - Stephen M. Ross School of Business 1988 — 1992
BBA, Finance/Accounting
Hewlett High School 1984 — 1988
Fraylie Nord Fraylie Nord's Innovest Systems Experience February 2014 - September 2014
Job Account Executive at Starfish Integrated Brand Experiences™
Industry Marketing and Advertising
Experience
Starfish Integrated Brand Experiences™ September 2014 - Present
Innovest Systems February 2014 - September 2014
Innovest Systems June 2011 - February 2014
Free Press January 2011 - May 2011
Smart Revenue June 2010 - May 2011
Hampshire Independent Productions, Hampshire College July 2008 - October 2009
America Reads/Fort River Elementary School October 2006 - July 2009
Skills
Research, Qualitative Research, Editorial, Social Media, Blogging, Editing, Event Planning, Copywriting, Social Networking, Photography, Photoshop, Creative Writing, Digital Media, Content Management, Newsletters, Social Media Marketing
Education
Hampshire College 2006 — 2010
BA, Critical Social Theory, Photography
Hillsborough High School 2002 — 2006
Starfish Integrated Brand Experiences™ September 2014 - Present
Innovest Systems February 2014 - September 2014
Innovest Systems June 2011 - February 2014
Free Press January 2011 - May 2011
Smart Revenue June 2010 - May 2011
Hampshire Independent Productions, Hampshire College July 2008 - October 2009
America Reads/Fort River Elementary School October 2006 - July 2009
Skills
Research, Qualitative Research, Editorial, Social Media, Blogging, Editing, Event Planning, Copywriting, Social Networking, Photography, Photoshop, Creative Writing, Digital Media, Content Management, Newsletters, Social Media Marketing
Education
Hampshire College 2006 — 2010
BA, Critical Social Theory, Photography
Hillsborough High School 2002 — 2006
Raymond Umerley Raymond Umerley's Innovest Systems Experience October 2002 - September 2011
Job Vice President, Chief Data Protection Officer at Pitney Bowes
Industry Internet
Experience
Pitney Bowes March 2013 - Present
Pitney Bowes September 2012 - March 2013
Pitney Bowes September 2011 - September 2012
Innovest Systems October 2002 - September 2011
DGA Security Systems 2002 - 2002
Antenna Software 2000 - 2002
Skills
Information Security, Security, CISSP, Business Continuity, Cloud Computing, Disaster Recovery, Penetration Testing, SaaS, IT Audit, Data Privacy, Vendor Management, Risk Management, Identity Management, Risk Assessment, Enterprise Risk..., Information Security..., Security Awareness, Data Security, Privacy Law, Leadership, Strategy
Education
Boston University 2010 — 2012
Master of Science, Computer Information Systems, Information Security, 3.97
East Tennessee State University 1993 — 1997
Bacher of Arts, English, History
Pitney Bowes March 2013 - Present
Pitney Bowes September 2012 - March 2013
Pitney Bowes September 2011 - September 2012
Innovest Systems October 2002 - September 2011
DGA Security Systems 2002 - 2002
Antenna Software 2000 - 2002
Skills
Information Security, Security, CISSP, Business Continuity, Cloud Computing, Disaster Recovery, Penetration Testing, SaaS, IT Audit, Data Privacy, Vendor Management, Risk Management, Identity Management, Risk Assessment, Enterprise Risk..., Information Security..., Security Awareness, Data Security, Privacy Law, Leadership, Strategy
Education
Boston University 2010 — 2012
Master of Science, Computer Information Systems, Information Security, 3.97
East Tennessee State University 1993 — 1997
Bacher of Arts, English, History
Joanne De Forest Joanne De Forest's Innovest Systems Experience October 2007 - January 2009
Job Consultant/Business Analyst at McKinsey & Company
Industry Information Technology and Services
Experience
McKinsey & Company 2014 - Present
Thomson Reuters May 2013 - December 2013
McGraw-Hill Construction November 2011 - May 2013
Kaplan Test Prep and Admissions September 2010 - August 2011
JPMorgan Chase August 2010 - July 2011
Citigroup June 2009 - January 2010
consulting work 2009 - 2010
Innovest Systems October 2007 - January 2009
Citibank October 1999 - July 2007
Prudential Insurance 1997 - 1997
Skills
Business Analysis, SDLC, Vendor Management, Business Process..., Team Leadership, Requirements Gathering, Technology Management, Program Management, Integration
Education
John Jay High School 1970 — 1974
Empire State College
BS, Business Management/Economics
Pace University
ba, Accounting
State University of New York at Oneonta
English
McKinsey & Company 2014 - Present
Thomson Reuters May 2013 - December 2013
McGraw-Hill Construction November 2011 - May 2013
Kaplan Test Prep and Admissions September 2010 - August 2011
JPMorgan Chase August 2010 - July 2011
Citigroup June 2009 - January 2010
consulting work 2009 - 2010
Innovest Systems October 2007 - January 2009
Citibank October 1999 - July 2007
Prudential Insurance 1997 - 1997
Skills
Business Analysis, SDLC, Vendor Management, Business Process..., Team Leadership, Requirements Gathering, Technology Management, Program Management, Integration
Education
John Jay High School 1970 — 1974
Empire State College
BS, Business Management/Economics
Pace University
ba, Accounting
State University of New York at Oneonta
English
Erik Gordon Erik Gordon's Innovest Systems Experience May 2004 - June 2005
Job Chief Technology Officer Trillium
Industry Capital Markets
Experience
TRILLIUM - Labs - Trading - Funds June 2005 - Present
NJIT April 2010 - Present
HUBB Automated Trading Solutions January 2007 - December 2008
Mercer County Community College September 2004 - September 2007
Innovest Systems May 2004 - June 2005
Exceed Communications International December 1999 - April 2004
HORIBA Scientific (formerly Instruments SA) June 1997 - December 1999
Education
New Jersey Institute of Technology 1994 — 1997
B.S. & M.S., Mathematics, Chemical Engineering
TRILLIUM - Labs - Trading - Funds June 2005 - Present
NJIT April 2010 - Present
HUBB Automated Trading Solutions January 2007 - December 2008
Mercer County Community College September 2004 - September 2007
Innovest Systems May 2004 - June 2005
Exceed Communications International December 1999 - April 2004
HORIBA Scientific (formerly Instruments SA) June 1997 - December 1999
Education
New Jersey Institute of Technology 1994 — 1997
B.S. & M.S., Mathematics, Chemical Engineering
Alex Duda Alex Duda's Innovest Systems Experience June 2008 - September 2009
Job Software Engineer at Facebook
Industry Computer Software
Experience
Facebook January 2015 - Present
Carnegie Mellon University May 2014 - August 2014
Facebook September 2013 - November 2013
Facebook May 2013 - August 2013
Carnegie Mellon University May 2012 - December 2012
Pensieve LLC May 2012 - August 2012
Innovest Systems June 2008 - September 2009
Skills
Software Engineering, Programming, Java, C, Python, JavaScript, Algorithms, SQL, Windows, HTML, Git, Eclipse, Linux, Distributed Systems, Computer Science, LaTeX, PHP, Unix, Ubuntu, CSS, OOP, Bash, Mercurial, HACK, Leadership, Management
Education
Carnegie Mellon University 2010 — 2014
Bachelor of Science, Computer Science, Software Engineering
Stuyvesant High School 2006 — 2010
Facebook January 2015 - Present
Carnegie Mellon University May 2014 - August 2014
Facebook September 2013 - November 2013
Facebook May 2013 - August 2013
Carnegie Mellon University May 2012 - December 2012
Pensieve LLC May 2012 - August 2012
Innovest Systems June 2008 - September 2009
Skills
Software Engineering, Programming, Java, C, Python, JavaScript, Algorithms, SQL, Windows, HTML, Git, Eclipse, Linux, Distributed Systems, Computer Science, LaTeX, PHP, Unix, Ubuntu, CSS, OOP, Bash, Mercurial, HACK, Leadership, Management
Education
Carnegie Mellon University 2010 — 2014
Bachelor of Science, Computer Science, Software Engineering
Stuyvesant High School 2006 — 2010
Chip Moore's Innovest Systems Experience February 2013 - Present
Job SVP of Business Development, Innovest Systems
Industry Computer Software
Experience
Innovest Systems February 2013 - Present
SunGard January 2011 - February 2013
SunGard December 2005 - December 2010
SunGard Relius May 1993 - December 2005
Skills
Sales Management, Business Development, Business Strategy, Management, Leadership, Solution Selling, Executive Management, Employee Benefits, Financial Services, Pensions, 401k, Retirement Planning, Sales, Sales Process, Enterprise Software, ERISA, Wealth Management, Relationship Management, Strategic Planning, Retirement, Series 7, Insurance, Mutual Funds, Investments, Relius Administration, Banking, Defined Benefit, Salesforce.com, Asset Allocation, Series 63, Financial Advisory, Relius, Records Management, Business Planning, System Administration, Contract Negotiation
Education
University of North Florida - College of Business Administration 1988 — 1990
BS, Marketing
Innovest Systems February 2013 - Present
SunGard January 2011 - February 2013
SunGard December 2005 - December 2010
SunGard Relius May 1993 - December 2005
Skills
Sales Management, Business Development, Business Strategy, Management, Leadership, Solution Selling, Executive Management, Employee Benefits, Financial Services, Pensions, 401k, Retirement Planning, Sales, Sales Process, Enterprise Software, ERISA, Wealth Management, Relationship Management, Strategic Planning, Retirement, Series 7, Insurance, Mutual Funds, Investments, Relius Administration, Banking, Defined Benefit, Salesforce.com, Asset Allocation, Series 63, Financial Advisory, Relius, Records Management, Business Planning, System Administration, Contract Negotiation
Education
University of North Florida - College of Business Administration 1988 — 1990
BS, Marketing
STEVE BORST STEVE BORST's Innovest Systems Experience May 2010 - April 2013
Job Managing Director Sales at FiTek
Industry Computer Software
Experience
Fi-Tek May 2015 - Present
Innovest Systems May 2010 - April 2013
Metavante September 2007 - December 2010
SunGard 2004 - 2007
SunGard 1999 - 2004
Education
Northwestern University
Master of Business Administration (M.B.A.), Business, Management, Marketing, and Related Support Services
University of Illinois at Urbana-Champaign
Bachelor’s Degree, Business Administration and Management, General
Fi-Tek May 2015 - Present
Innovest Systems May 2010 - April 2013
Metavante September 2007 - December 2010
SunGard 2004 - 2007
SunGard 1999 - 2004
Education
Northwestern University
Master of Business Administration (M.B.A.), Business, Management, Marketing, and Related Support Services
University of Illinois at Urbana-Champaign
Bachelor’s Degree, Business Administration and Management, General
Marty Flanigan Marty Flanigan's Innovest Systems Experience August 2011 - September 2012
Job Chief Financial Officer at American Stock Transfer & Trust Co LLC
Industry Computer Software
Experience
American Stock Transfer & Trust Co LLC September 2012 - Present
Innovest Systems August 2011 - September 2012
Wealth Management Systems, Inc. (WMSI) 2005 - September 2012
Mellon HR Solutions August 2000 - August 2005
Ambac May 1998 - August 2000
UBS July 1995 - May 1998
Concord Financial Group July 1987 - July 1995
Alliance Capital Management 1986 - 1987
Skills
Accounting, Budgeting, Strategic Planning, Mergers, Risk Management, Business Strategy, Due Diligence, Integration, Start-ups, Financial Analysis, Private Equity, Asset Management, Financial Services, Investments, Mergers & Acquisitions, Cash Management, Mutual Funds, Securities, Finance, Wealth Management, Banking, Retirement Planning, Portfolio Management, Financial Modeling, Equities, Retirement, Hedge Funds, Strategic Financial..., Cash Flow, Executive Management, Investor Relations, Fixed Income, Budgets
Education
Fordham Gabelli School of Business 1988 — 1992
MBA, Corporate Finance
Duquesne University 1981 — 1985
BS, Accounting
St. John the Baptist
American Stock Transfer & Trust Co LLC September 2012 - Present
Innovest Systems August 2011 - September 2012
Wealth Management Systems, Inc. (WMSI) 2005 - September 2012
Mellon HR Solutions August 2000 - August 2005
Ambac May 1998 - August 2000
UBS July 1995 - May 1998
Concord Financial Group July 1987 - July 1995
Alliance Capital Management 1986 - 1987
Skills
Accounting, Budgeting, Strategic Planning, Mergers, Risk Management, Business Strategy, Due Diligence, Integration, Start-ups, Financial Analysis, Private Equity, Asset Management, Financial Services, Investments, Mergers & Acquisitions, Cash Management, Mutual Funds, Securities, Finance, Wealth Management, Banking, Retirement Planning, Portfolio Management, Financial Modeling, Equities, Retirement, Hedge Funds, Strategic Financial..., Cash Flow, Executive Management, Investor Relations, Fixed Income, Budgets
Education
Fordham Gabelli School of Business 1988 — 1992
MBA, Corporate Finance
Duquesne University 1981 — 1985
BS, Accounting
St. John the Baptist
Torin Cornell's Innovest Systems Experience 2012 - Present
Job
Industry Financial Services
Experience
Innovest Systems 2012 - Present
JPMorgan Chase 2005 - 2012
Deutsche Bank 1995 - 2004
electronic data systems 1991 - 1995
Skills
SDLC, Business Analysis, PowerPoint, Strategic Planning, Analysis, Banking, Business Requirements, Data Analysis, Financial Services, Process Improvement, Project Management, Risk Management, Requirements Analysis, Fixed Income, Equities, Management
Education
St. John's University 1987 — 1991
Bachelor of Science (B.S.), Computer Science
St. John's University 1987 — 1991
BS, Computer Science
Middlesex High School
Innovest Systems 2012 - Present
JPMorgan Chase 2005 - 2012
Deutsche Bank 1995 - 2004
electronic data systems 1991 - 1995
Skills
SDLC, Business Analysis, PowerPoint, Strategic Planning, Analysis, Banking, Business Requirements, Data Analysis, Financial Services, Process Improvement, Project Management, Risk Management, Requirements Analysis, Fixed Income, Equities, Management
Education
St. John's University 1987 — 1991
Bachelor of Science (B.S.), Computer Science
St. John's University 1987 — 1991
BS, Computer Science
Middlesex High School
Stacey Sarris's Innovest Systems Experience November 2008 - November 2009
Job Independent IA & UX Consultant
Industry Internet
Experience
Independent User Experience Consultant December 2009 - Present
Pace University June 2010 - Present
General Assembly 2015 - 2015
General Assembly 2015 - 2015
GSA 2014 - 2014
Yodle May 2013 - December 2013
SpaceSplitter December 2011 - May 2013
GL Group October 2012 - January 2013
Innovest Systems November 2008 - November 2009
Pace University 2007 - 2008
Skills
Information Architecture, User Experience, Web Design, Interaction Design, User Interface Design, Usability Testing, CSS, HTML, Web Development, Wordpress, Dreamweaver, jQuery, Graphic Design, Usability, Mobile Applications, User-centered Design, PHP, WordPress, Wireframes, User Experience Design, Awesomeness, Creativity, Mentoring, Teaching, Wine Tasting, Entrepreneurship
Education
University Of Baltimore 2014 — 2017
Doctor of Science, Information Architecture and Interaction Design
Pace University 2007 — 2008
Masters of Science, Internet Technology
Pace University
Bachelor of Computer Science, Information Technology
Palm Beach Community College
Associate of Science (A.S.), Interior Design
Independent User Experience Consultant December 2009 - Present
Pace University June 2010 - Present
General Assembly 2015 - 2015
General Assembly 2015 - 2015
GSA 2014 - 2014
Yodle May 2013 - December 2013
SpaceSplitter December 2011 - May 2013
GL Group October 2012 - January 2013
Innovest Systems November 2008 - November 2009
Pace University 2007 - 2008
Skills
Information Architecture, User Experience, Web Design, Interaction Design, User Interface Design, Usability Testing, CSS, HTML, Web Development, Wordpress, Dreamweaver, jQuery, Graphic Design, Usability, Mobile Applications, User-centered Design, PHP, WordPress, Wireframes, User Experience Design, Awesomeness, Creativity, Mentoring, Teaching, Wine Tasting, Entrepreneurship
Education
University Of Baltimore 2014 — 2017
Doctor of Science, Information Architecture and Interaction Design
Pace University 2007 — 2008
Masters of Science, Internet Technology
Pace University
Bachelor of Computer Science, Information Technology
Palm Beach Community College
Associate of Science (A.S.), Interior Design
Jeremy Liles's Innovest Systems Experience September 2014 - Present
Job Technology/Legal Executive in Financial Services
Industry Information Technology and Services
Experience
Innovest Systems September 2014 - Present
Innovest Systems June 2005 - Present
University of Denver Student Law Office 2012 - 2013
OrderMotion January 2005 - June 2005
Ipreo 2001 - 2004
USinternetworking (USi) 1998 - 2001
Edwards Brothers Malloy 1996 - 1998
Kunz, Leigh and Associates June 1995 - August 1996
Skills
Vendor Management, Project Management, Integration, Transactional Law, Contract Drafting, Contract Management, Contract Negotiation, Incorporation, Due Diligence, Legal Writing, Business Entity..., Non-profits, Project Planning, Strategy, Financial Analysis, Financial Modeling, Management, Team Management, Software Development, SDLC, Process Improvement, Editing, Writing, Business Process, Software Documentation, Product Management, Requirements Analysis, Budgets, Intellectual Property, Databases, Database Design, Budgeting, Architecture, Web Development, Application Development, Software Engineering, Software Design, Database Development, Product Development, Start-ups, E-commerce, Business Analysis, Analysis, SaaS, Program Management, Consulting, Finance, Strategic Planning, Software Project..., Financial Services
Education
University of Denver - Sturm College of Law 2010 — 2014
Juris Doctor (J.D.), Law
New York University - Leonard N. Stern School of Business 2004 — 2007
MBA, Finance, Entrepreneurship
New York University 1998 — 2000
MFA, Creative Writing
University of Michigan 1991 — 1995
BSE, Computer Engineering
East Lansing High School 1988 — 1991
Innovest Systems September 2014 - Present
Innovest Systems June 2005 - Present
University of Denver Student Law Office 2012 - 2013
OrderMotion January 2005 - June 2005
Ipreo 2001 - 2004
USinternetworking (USi) 1998 - 2001
Edwards Brothers Malloy 1996 - 1998
Kunz, Leigh and Associates June 1995 - August 1996
Skills
Vendor Management, Project Management, Integration, Transactional Law, Contract Drafting, Contract Management, Contract Negotiation, Incorporation, Due Diligence, Legal Writing, Business Entity..., Non-profits, Project Planning, Strategy, Financial Analysis, Financial Modeling, Management, Team Management, Software Development, SDLC, Process Improvement, Editing, Writing, Business Process, Software Documentation, Product Management, Requirements Analysis, Budgets, Intellectual Property, Databases, Database Design, Budgeting, Architecture, Web Development, Application Development, Software Engineering, Software Design, Database Development, Product Development, Start-ups, E-commerce, Business Analysis, Analysis, SaaS, Program Management, Consulting, Finance, Strategic Planning, Software Project..., Financial Services
Education
University of Denver - Sturm College of Law 2010 — 2014
Juris Doctor (J.D.), Law
New York University - Leonard N. Stern School of Business 2004 — 2007
MBA, Finance, Entrepreneurship
New York University 1998 — 2000
MFA, Creative Writing
University of Michigan 1991 — 1995
BSE, Computer Engineering
East Lansing High School 1988 — 1991
Mark Dolby Mark Dolby's Innovest Systems Experience February 2014 - Present
Job Director Fulfillment Services at Innovest Systems
Industry Information Technology and Services
Experience
Innovest Systems February 2014 - Present
Administrative Systems, LLC September 2009 - January 2014
Citi Mortgage- Citibank 2007-2009 May 2007 - January 2009
Indymac Bank 2002 - 2007
E.P.I. Leasing Inc., a subsidiary of Feather River State Bank 1998 - 2002
Action Express Inc 1993 - 1998
Skills
Sales Management, Software Project..., Strategic Planning, Customer Retention, New Business Development, Sales, Credit, Residential Mortgages, Underwriting, Credit Analysis, Account Management, Management, Team Building, Financial Analysis, Microsoft Excel, Leadership, Real Estate, Risk Management, Coaching, Data Analysis, Project Management, Analysis, Banking, Mortgage Lending, Customer Service
Education
Humboldt State University 1988 — 1990
Communications, Media Studies
Oregon State University 1985 — 1987
Liberal Arts and Sciences, General Studies and Humanities
Reno High School 1983 — 1985
Innovest Systems February 2014 - Present
Administrative Systems, LLC September 2009 - January 2014
Citi Mortgage- Citibank 2007-2009 May 2007 - January 2009
Indymac Bank 2002 - 2007
E.P.I. Leasing Inc., a subsidiary of Feather River State Bank 1998 - 2002
Action Express Inc 1993 - 1998
Skills
Sales Management, Software Project..., Strategic Planning, Customer Retention, New Business Development, Sales, Credit, Residential Mortgages, Underwriting, Credit Analysis, Account Management, Management, Team Building, Financial Analysis, Microsoft Excel, Leadership, Real Estate, Risk Management, Coaching, Data Analysis, Project Management, Analysis, Banking, Mortgage Lending, Customer Service
Education
Humboldt State University 1988 — 1990
Communications, Media Studies
Oregon State University 1985 — 1987
Liberal Arts and Sciences, General Studies and Humanities
Reno High School 1983 — 1985
Lindsay Bisson's Innovest Systems Experience October 2014 - Present
Job Marketing Coordinator at Innovest Systems
Industry Financial Services
Experience
Innovest Systems October 2014 - Present
Bridgewater Associates August 2013 - March 2014
Clyde & Co LLP November 2012 - April 2013
Globe Tax Services November 2010 - September 2012
Longacre Fund Management LLC January 2008 - February 2009
Indian Harbor LLC June 2006 - December 2007
Skills
Financial Services, Hedge Funds, Equities, Securities, Investments, Investor Relations, Asset Management, Capital Markets, Marketing, Bloomberg, Business Development, Finance, Financial Analysis, Financial Modeling, Management, Analysis
Education
Manhattan College 2002 — 2006
Bachelor of Science (B.S.), Marketing
NYU School of Professional Studies
Digital Marketing
Innovest Systems October 2014 - Present
Bridgewater Associates August 2013 - March 2014
Clyde & Co LLP November 2012 - April 2013
Globe Tax Services November 2010 - September 2012
Longacre Fund Management LLC January 2008 - February 2009
Indian Harbor LLC June 2006 - December 2007
Skills
Financial Services, Hedge Funds, Equities, Securities, Investments, Investor Relations, Asset Management, Capital Markets, Marketing, Bloomberg, Business Development, Finance, Financial Analysis, Financial Modeling, Management, Analysis
Education
Manhattan College 2002 — 2006
Bachelor of Science (B.S.), Marketing
NYU School of Professional Studies
Digital Marketing
Howard Rigberg Howard Rigberg's Innovest Systems Experience January 2001 - July 2002
Job Software Engineer at MuseAmi, Inc.
Industry Internet
Experience
MuseAmi May 2013 - Present
Inuvo, Inc. August 2002 - Present
Innovest Systems January 2001 - July 2002
Comet Systems February 2000 - November 2001
Radio Computing Services 1997 - 2000
Columbia University 1997 - 1998
NYC Department of Parks & Recreation 1994 - 1997
Skills
Java, Android, JavaScript, C++, HTML, DHTML, NSIS, CSS, XML, Object Oriented Design, Multi-threaded..., MVC Architecture, Mobile Applications, Firefox Extensions, Android SDK, Windows Programming, Product Design, User Interface Design, Front-end Engineering, User Interface..., Windows Scripting, Eclipse, Flex, ActionScript, XPCOM, SQLite, ATL COM, JSON, Microsoft Visual Studio..., Photoshop, Flash, XUL, Version Control SVN, DirectX, WTL, MFC, XSL, XMLHTTP, InstallShield
Education
Columbia University in the City of New York 1997 — 1998
Computer Technology & Applications Program, Computer Software Engineering, 4.0
Brown University 1993 — 1994
Master of Arts in Teaching for Biology, Education, 4.0
Brown University 1989 — 1993
Bachelor of Science, Neuroscience, 4.0
MuseAmi May 2013 - Present
Inuvo, Inc. August 2002 - Present
Innovest Systems January 2001 - July 2002
Comet Systems February 2000 - November 2001
Radio Computing Services 1997 - 2000
Columbia University 1997 - 1998
NYC Department of Parks & Recreation 1994 - 1997
Skills
Java, Android, JavaScript, C++, HTML, DHTML, NSIS, CSS, XML, Object Oriented Design, Multi-threaded..., MVC Architecture, Mobile Applications, Firefox Extensions, Android SDK, Windows Programming, Product Design, User Interface Design, Front-end Engineering, User Interface..., Windows Scripting, Eclipse, Flex, ActionScript, XPCOM, SQLite, ATL COM, JSON, Microsoft Visual Studio..., Photoshop, Flash, XUL, Version Control SVN, DirectX, WTL, MFC, XSL, XMLHTTP, InstallShield
Education
Columbia University in the City of New York 1997 — 1998
Computer Technology & Applications Program, Computer Software Engineering, 4.0
Brown University 1993 — 1994
Master of Arts in Teaching for Biology, Education, 4.0
Brown University 1989 — 1993
Bachelor of Science, Neuroscience, 4.0
Jesse Martin-Alexander's Innovest Systems Experience November 2010 - January 2012
Job IT Security Architect at JetBlue Airways
Industry Information Technology and Services
Experience
JetBlue Airways September 2014 - Present
JetBlue Airways May 2014 - September 2014
Pitney Bowes Software January 2013 - May 2014
Pitney Bowes January 2012 - January 2013
Innovest Systems November 2010 - January 2012
Integrate New York March 2006 - January 2009
Geek Squad August 2003 - December 2004
Skills
Information Security, Disaster Recovery, Vendor Management, Threat & Vulnerability..., Threat Modeling, Vulnerability Assessment, Virtualization, Integration, Business Continuity, Network Administration, SDLC, VMware, Active Directory, Technology Architecture, Software Development, SaaS, Windows Server, IIS, Servers, Risk Management, Operational Risk..., Vulnerability Scanning, Vulnerability Research, Vulnerability Management, Enterprise Risk..., Risk Analysis, Security Architecture..., Information Security..., Cloud Computing, Security, Data Center, Networking, Infrastructure
Education
Boston University 2012 — 2014
Master of Science (M.S.), Business Continuity, Security, & Risk Management
NEW YORK INSTITUTE OF TECHNOLOGY 2008 — 2010
Bachelor of Science, Information Technology, 2010; Information Technology
JetBlue Airways September 2014 - Present
JetBlue Airways May 2014 - September 2014
Pitney Bowes Software January 2013 - May 2014
Pitney Bowes January 2012 - January 2013
Innovest Systems November 2010 - January 2012
Integrate New York March 2006 - January 2009
Geek Squad August 2003 - December 2004
Skills
Information Security, Disaster Recovery, Vendor Management, Threat & Vulnerability..., Threat Modeling, Vulnerability Assessment, Virtualization, Integration, Business Continuity, Network Administration, SDLC, VMware, Active Directory, Technology Architecture, Software Development, SaaS, Windows Server, IIS, Servers, Risk Management, Operational Risk..., Vulnerability Scanning, Vulnerability Research, Vulnerability Management, Enterprise Risk..., Risk Analysis, Security Architecture..., Information Security..., Cloud Computing, Security, Data Center, Networking, Infrastructure
Education
Boston University 2012 — 2014
Master of Science (M.S.), Business Continuity, Security, & Risk Management
NEW YORK INSTITUTE OF TECHNOLOGY 2008 — 2010
Bachelor of Science, Information Technology, 2010; Information Technology
Scott Wolf's Innovest Systems Experience 2008 - Present
Job Vice President at Innovest Systems
Industry Financial Services
Experience
Innovest Systems 2008 - Present
SunGard 2005 - 2008
Marsh 2003 - 2005
CA Technologies 1998 - 2002
Skills
Modern Era Technology, Trust & Wealth..., World Class Client..., Risk Management, Wealth Management, Solution Selling, Financial Services, Strategy, Start-ups, Executive Management, New Business Development, Business Strategy, Business Analysis, Strategic Planning, Business Development, Cloud Computing, Leadership, Management, Sales Management, Due Diligence, Sales, CRM, Portfolio Management, Vendor Management
Education
Indiana University - Kelley School of Business
Bachelor of Science, Business, Economics, Literature
Innovest Systems 2008 - Present
SunGard 2005 - 2008
Marsh 2003 - 2005
CA Technologies 1998 - 2002
Skills
Modern Era Technology, Trust & Wealth..., World Class Client..., Risk Management, Wealth Management, Solution Selling, Financial Services, Strategy, Start-ups, Executive Management, New Business Development, Business Strategy, Business Analysis, Strategic Planning, Business Development, Cloud Computing, Leadership, Management, Sales Management, Due Diligence, Sales, CRM, Portfolio Management, Vendor Management
Education
Indiana University - Kelley School of Business
Bachelor of Science, Business, Economics, Literature
Brendan O'Rourke's Innovest Systems Experience April 2007 - November 2010
Job Vice President at TD Securities
Industry Financial Services
Experience
TD Securities July 2012 - December 2013
UBS Wealth Management January 2012 - July 2012
Barclays Wealth December 2010 - December 2011
Innovest Systems April 2007 - November 2010
First Empire Securities September 2004 - April 2007
Paloma Partners 2003 - 2004
Reuters August 1996 - August 2003
Skills
Fixed Income, Risk Management, Equities, Vendor Management, SDLC, Business Analysis, Capital Markets, Derivatives, Financial Services, Market Data, Requirements Gathering
Education
Pace University 1999 — 2001
MS, Information Systems
Iona College 1992 — 1996
BA, Economics
TD Securities July 2012 - December 2013
UBS Wealth Management January 2012 - July 2012
Barclays Wealth December 2010 - December 2011
Innovest Systems April 2007 - November 2010
First Empire Securities September 2004 - April 2007
Paloma Partners 2003 - 2004
Reuters August 1996 - August 2003
Skills
Fixed Income, Risk Management, Equities, Vendor Management, SDLC, Business Analysis, Capital Markets, Derivatives, Financial Services, Market Data, Requirements Gathering
Education
Pace University 1999 — 2001
MS, Information Systems
Iona College 1992 — 1996
BA, Economics
Stuart Zellner's Innovest Systems Experience 2001 - 2004
Job Outsourcing Business Development Professional
Industry Outsourcing/Offshoring
Experience
Canon Business Process Services 2006 - Present
Innovest Systems 2001 - 2004
ADP - Wilco Systems 1998 - 2001
Barclays Bank PLC 1996 - 1998
Bank of America 1984 - 1996
Skills
Strategic Alliances, Management, Team Building, BPO, Document Management, Contract Negotiation, Strategic Partnerships, Selling, Sales Process, CRM, Account Management, Outsourcing, Vendor Management, Salesforce.com, Business Development, Solution Selling, Risk Management
Education
St. John's University Jamaica, N.Y. 1978 — 1981
M.B.A., International Finance
Queens College
M.S., International Relations
Canon Business Process Services 2006 - Present
Innovest Systems 2001 - 2004
ADP - Wilco Systems 1998 - 2001
Barclays Bank PLC 1996 - 1998
Bank of America 1984 - 1996
Skills
Strategic Alliances, Management, Team Building, BPO, Document Management, Contract Negotiation, Strategic Partnerships, Selling, Sales Process, CRM, Account Management, Outsourcing, Vendor Management, Salesforce.com, Business Development, Solution Selling, Risk Management
Education
St. John's University Jamaica, N.Y. 1978 — 1981
M.B.A., International Finance
Queens College
M.S., International Relations
Jeff Mccuen's Innovest Systems Experience April 2013 - Present
Job Vice President, Business Development at Innovest Systems
Industry Financial Services
Experience
Innovest Systems April 2013 - Present
SunGard 1987 - Present
SunGard Data Systems February 1987 - April 2013
SunGard Wealth Management February 1987 - January 2001
Skills
Solution Selling, SaaS, Sales Process, Salesforce.com, Enterprise Software, Account Management, Sales Presentations, Selling, Professional Services, Financial Services, Sales, CRM, Product Management, Strategic Partnerships, Cloud Computing, Strategy, Managed Services, Lead Generation, Direct Sales, Start-ups, Go-to-market Strategy, Business Development, Executive Management, Sales Operations, Product Marketing, Consulting, Competitive Analysis, New Business Development, Vendor Management, Business Analysis
Education
Illinois State University 1980 — 1985
Bachelor of Science, Finance and Economics
Innovest Systems April 2013 - Present
SunGard 1987 - Present
SunGard Data Systems February 1987 - April 2013
SunGard Wealth Management February 1987 - January 2001
Skills
Solution Selling, SaaS, Sales Process, Salesforce.com, Enterprise Software, Account Management, Sales Presentations, Selling, Professional Services, Financial Services, Sales, CRM, Product Management, Strategic Partnerships, Cloud Computing, Strategy, Managed Services, Lead Generation, Direct Sales, Start-ups, Go-to-market Strategy, Business Development, Executive Management, Sales Operations, Product Marketing, Consulting, Competitive Analysis, New Business Development, Vendor Management, Business Analysis
Education
Illinois State University 1980 — 1985
Bachelor of Science, Finance and Economics
Stephen Flanagan's Innovest Systems Experience 2009 - 2013
Job SVP, Client Experience at Archer Investment Management Solutions
Industry Financial Services
Experience
Archer Investment Management Solution June 2014 - Present
Innovest Systems 2009 - 2013
Fiserv 2002 - 2008
RBC Wealth Management 1992 - 2002
Smith Barney 1991 - 1992
Skills
CRM, Financial Services, Portfolio Management, Strategy, Program Management, Business Process, Management, Business Process..., Mutual Funds, Wealth Management, Asset Allocation, Relationship Management, Investments, Finance, Financial Analysis, Equities, Asset Management
Education
Pace University - Lubin School of Business
MBA, Financial Management
Siena College
BS, Finance
Archer Investment Management Solution June 2014 - Present
Innovest Systems 2009 - 2013
Fiserv 2002 - 2008
RBC Wealth Management 1992 - 2002
Smith Barney 1991 - 1992
Skills
CRM, Financial Services, Portfolio Management, Strategy, Program Management, Business Process, Management, Business Process..., Mutual Funds, Wealth Management, Asset Allocation, Relationship Management, Investments, Finance, Financial Analysis, Equities, Asset Management
Education
Pace University - Lubin School of Business
MBA, Financial Management
Siena College
BS, Finance
Jan Locke Wong's Innovest Systems Experience 2005 - 2006
Job Project Manager Business Analyst
Industry Financial Services
Experience
ForwardThink Group July 2013 - Present
Goldman Sachs August 2011 - July 2013
Goldman Sachs October 2009 - September 2011
Innovest Systems 2005 - 2006
Bankers Trust Company 1996 - 2004
Deutsche Bank 1995 - 2004
Leveraged Technology 1995 - 1995
Skills
Business Analysis, Project Management, Asset Managment, Business Relationship..., Fixed Income, Portfolio Management, Analysis, Management, Equities, Financial Services, Securities, Asset Management, Business Process, Risk Management, Derivatives, Data Analysis, Business Requirements, Capital Markets, Investment Banking, Hedge Funds, Middle Office
Education
University of Kansas 1986 — 1992
Bachelor of Science, Business Administration
ForwardThink Group July 2013 - Present
Goldman Sachs August 2011 - July 2013
Goldman Sachs October 2009 - September 2011
Innovest Systems 2005 - 2006
Bankers Trust Company 1996 - 2004
Deutsche Bank 1995 - 2004
Leveraged Technology 1995 - 1995
Skills
Business Analysis, Project Management, Asset Managment, Business Relationship..., Fixed Income, Portfolio Management, Analysis, Management, Equities, Financial Services, Securities, Asset Management, Business Process, Risk Management, Derivatives, Data Analysis, Business Requirements, Capital Markets, Investment Banking, Hedge Funds, Middle Office
Education
University of Kansas 1986 — 1992
Bachelor of Science, Business Administration
Lisa Vabolis's Innovest Systems Experience August 2011 - Present
Job Business Analyst/QA Tester
Industry Financial Services
Experience
Innovest Systems August 2011 - Present
JP MorganChase December 2007 - August 2011
Fidelity Capital Markets February 2007 - October 2007
JPMorgan Chase August 2005 - February 2007
Amalgamated Bank 2005 - 2006
Deutsche Bank 1999 - 2004
Deutsche Bank 1999 - 2004
PFPC 1995 - 1999
State Street Bank September 1985 - July 1993
Skills
Equities, Risk Management, Vendor Management, Financial Services, Fixed Income, Portfolio Management, SDLC, Business Requirements, Integration, Requirements Gathering, Securities, Accounting, Quality Assurance
Education
Syracuse University - Martin J. Whitman School of Management 1980 — 1984
BS, Accounting
Innovest Systems August 2011 - Present
JP MorganChase December 2007 - August 2011
Fidelity Capital Markets February 2007 - October 2007
JPMorgan Chase August 2005 - February 2007
Amalgamated Bank 2005 - 2006
Deutsche Bank 1999 - 2004
Deutsche Bank 1999 - 2004
PFPC 1995 - 1999
State Street Bank September 1985 - July 1993
Skills
Equities, Risk Management, Vendor Management, Financial Services, Fixed Income, Portfolio Management, SDLC, Business Requirements, Integration, Requirements Gathering, Securities, Accounting, Quality Assurance
Education
Syracuse University - Martin J. Whitman School of Management 1980 — 1984
BS, Accounting
Conrad Hosang's Innovest Systems Experience August 2008 - Present
Job Software Engineer at Innovest Systems
Industry Financial Services
Experience
Innovest Systems August 2008 - Present
R2K 1998 - 2008
Sigma Imaging 1994 - 1998
Teltech Consulting 1992 - 1994
Skills
RESTful WebServices, C#, XML, C++, Microsoft SQL Server, JavaScript, Visual Basic, Software Development, Requirements Analysis, Business Analysis, SDLC, Software Project...
Education
Rensselaer Polytechnic Institute 1987 — 1991
Bachelor of Science (BS), Computer Science
Governor Livingston Regional High School 1983 — 1987
Innovest Systems August 2008 - Present
R2K 1998 - 2008
Sigma Imaging 1994 - 1998
Teltech Consulting 1992 - 1994
Skills
RESTful WebServices, C#, XML, C++, Microsoft SQL Server, JavaScript, Visual Basic, Software Development, Requirements Analysis, Business Analysis, SDLC, Software Project...
Education
Rensselaer Polytechnic Institute 1987 — 1991
Bachelor of Science (BS), Computer Science
Governor Livingston Regional High School 1983 — 1987
Anthony Mauer's Innovest Systems Experience February 2013 - Present
Job Director of Product Delivery at Innovest Systems
Industry Financial Services
Experience
Innovest Systems February 2013 - Present
Innovest Systems, LLC. November 2008 - February 2013
Reval October 2007 - November 2008
UBS Wealth Management 2006 - 2007
UBS Wealth Management 2003 - 2006
United States Marine Corps June 1998 - June 2004
UBS Wealth Management 2001 - 2003
Skills
Business Analysis, CRM, SaaS, Account Management, Leadership, Management, Financial Services, Training, Project Planning, Analysis, Team Management, Budgets, Sales Management, Vendor Management, Project Management, Quality Assurance, Product Management, Salesforce.com, Strategic Planning, Integration, SDLC, Product Marketing, Team Building, Start-ups
Education
Penn State University 1996 — 2001
BA, Journalism
Innovest Systems February 2013 - Present
Innovest Systems, LLC. November 2008 - February 2013
Reval October 2007 - November 2008
UBS Wealth Management 2006 - 2007
UBS Wealth Management 2003 - 2006
United States Marine Corps June 1998 - June 2004
UBS Wealth Management 2001 - 2003
Skills
Business Analysis, CRM, SaaS, Account Management, Leadership, Management, Financial Services, Training, Project Planning, Analysis, Team Management, Budgets, Sales Management, Vendor Management, Project Management, Quality Assurance, Product Management, Salesforce.com, Strategic Planning, Integration, SDLC, Product Marketing, Team Building, Start-ups
Education
Penn State University 1996 — 2001
BA, Journalism
Helen Xina's Innovest Systems Experience October 2005 - November 2007
Job SVP Technology at BTIG
Industry Information Technology and Services
Experience
BTIG March 2013 - Present
Ipreo January 2011 - February 2013
Spartan Capital Securities LLC June 2010 - December 2010
Innovest Systems October 2005 - November 2007
Curtis, Mallet-Prevost, Colt & Mosle LLP September 2003 - September 2005
Skills
Business Analysis, Requirements Analysis, SQL, Project Management, Microsoft Office, Microsoft SQL Server, Windows, ASP.NET, Integration, Equities, Microsoft Excel, SDLC, Product Management, JavaScript, Networking, Financial Services, Disaster Recovery
Education
Baruch College 1999 — 2003
BBA, Computer Information Systems
BTIG March 2013 - Present
Ipreo January 2011 - February 2013
Spartan Capital Securities LLC June 2010 - December 2010
Innovest Systems October 2005 - November 2007
Curtis, Mallet-Prevost, Colt & Mosle LLP September 2003 - September 2005
Skills
Business Analysis, Requirements Analysis, SQL, Project Management, Microsoft Office, Microsoft SQL Server, Windows, ASP.NET, Integration, Equities, Microsoft Excel, SDLC, Product Management, JavaScript, Networking, Financial Services, Disaster Recovery
Education
Baruch College 1999 — 2003
BBA, Computer Information Systems
Florencio Guerrero's Innovest Systems Experience June 2004 - June 2011
Job Vice President at Sumitomo Mitsui Trust Bank
Industry Financial Services
Experience
Sumitomo Mitsui Trust Bank September 2012 - Present
Global System Solutions July 2011 - August 2012
Innovest Systems June 2004 - June 2011
SunGard Asset Management 2000 - 2004
Chase Manhattan Corporation 1998 - 2000
Fiduciary Trust Company 1992 - 1998
Mitsubishi Trust and Banking 1990 - 1992
Skills
Business Analysis, SDLC, Requirements Analysis, Requirements Gathering, Business Requirements, Vendor Management
Education
Mercy College 1984 — 1988
BS, Mathmatics - Actuary Science
Sumitomo Mitsui Trust Bank September 2012 - Present
Global System Solutions July 2011 - August 2012
Innovest Systems June 2004 - June 2011
SunGard Asset Management 2000 - 2004
Chase Manhattan Corporation 1998 - 2000
Fiduciary Trust Company 1992 - 1998
Mitsubishi Trust and Banking 1990 - 1992
Skills
Business Analysis, SDLC, Requirements Analysis, Requirements Gathering, Business Requirements, Vendor Management
Education
Mercy College 1984 — 1988
BS, Mathmatics - Actuary Science
Alastair Bogg's Innovest Systems Experience August 2014 - Present
Job Director, Product Management at Innovest Systems
Industry Banking
Experience
Innovest Systems August 2014 - Present
Innovest Systems March 2013 - August 2014
JP Morgan July 2005 - March 2013
State Street Bank November 2003 - June 2005
Deutsche Bank March 2000 - November 2003
Bankers Trust June 1999 - January 2000
State Street Bank March 1993 - November 1998
Skills
Product Management, Fixed Income, Equities, Securities, Portfolio Management, Wealth Management, Derivatives, Financial Services, Asset Management, Capital Markets, Banking, Global Custody, Mutual Funds, Treasury Services, Corporate Actions, Business Analysis, Business Requirements, Risk Management
Education
Northumbria University 1990 — 1993
BA, Economics
Innovest Systems August 2014 - Present
Innovest Systems March 2013 - August 2014
JP Morgan July 2005 - March 2013
State Street Bank November 2003 - June 2005
Deutsche Bank March 2000 - November 2003
Bankers Trust June 1999 - January 2000
State Street Bank March 1993 - November 1998
Skills
Product Management, Fixed Income, Equities, Securities, Portfolio Management, Wealth Management, Derivatives, Financial Services, Asset Management, Capital Markets, Banking, Global Custody, Mutual Funds, Treasury Services, Corporate Actions, Business Analysis, Business Requirements, Risk Management
Education
Northumbria University 1990 — 1993
BA, Economics
Erik Ylvisaker's Innovest Systems Experience September 2013 - October 2014
Job Software Development Engineer at Nordstrom
Industry Retail
Experience
Nordstrom November 2014 - Present
Innovest Systems September 2013 - October 2014
UC Davis October 2008 - September 2012
Mighty Net December 1997 - June 2002
Skills
Physics, Mathematica, Condensed Matter Physics, Computational Physics, LaTeX, Scientific Computing, Mathematical Modeling, Numerical Analysis, Materials Science, Science, Fortran, Algorithms, Data Analysis, Matlab, Python, Molecular Dynamics, Magnetics, Parallel Computing, Modeling, Simulations, C#, C++, SQL, Visual Basic, .NET, Software Development, OpenGL, Subversion, Relational Data Modeling, Database Design, Continuous Integration, ASP.NET MVC, Delphi, Characterization, Monte Carlo Simulation
Education
University of California, Davis 2003 — 2008
PhD, Physics
Southern Oregon University 2000 — 2003
BS, Physics
Oregon Institute of Technology 1999 — 2000
Nordstrom November 2014 - Present
Innovest Systems September 2013 - October 2014
UC Davis October 2008 - September 2012
Mighty Net December 1997 - June 2002
Skills
Physics, Mathematica, Condensed Matter Physics, Computational Physics, LaTeX, Scientific Computing, Mathematical Modeling, Numerical Analysis, Materials Science, Science, Fortran, Algorithms, Data Analysis, Matlab, Python, Molecular Dynamics, Magnetics, Parallel Computing, Modeling, Simulations, C#, C++, SQL, Visual Basic, .NET, Software Development, OpenGL, Subversion, Relational Data Modeling, Database Design, Continuous Integration, ASP.NET MVC, Delphi, Characterization, Monte Carlo Simulation
Education
University of California, Davis 2003 — 2008
PhD, Physics
Southern Oregon University 2000 — 2003
BS, Physics
Oregon Institute of Technology 1999 — 2000
Dave Parries's Innovest Systems Experience March 2015 - Present
Job Software Engineer at Innovest Systems
Industry Computer Software
Experience
Innovest Systems March 2015 - Present
Light Age, Inc. September 2014 - March 2015
Vectorgen LLC June 2014 - August 2014
Dutchess County Dep. of Transportation June 2011 - August 2011
Skills
Windows, Microsoft Office, C++, SQL, PowerPoint, Microsoft Excel, Matlab, Java, HTML
Education
Rensselaer Polytechnic Institute 2009 — 2013
BS, Computational Mathematics
Innovest Systems March 2015 - Present
Light Age, Inc. September 2014 - March 2015
Vectorgen LLC June 2014 - August 2014
Dutchess County Dep. of Transportation June 2011 - August 2011
Skills
Windows, Microsoft Office, C++, SQL, PowerPoint, Microsoft Excel, Matlab, Java, HTML
Education
Rensselaer Polytechnic Institute 2009 — 2013
BS, Computational Mathematics
Hewlett-Packard
SAP
Symantec
Intuit
HP
salesforce.com
Bloomberg LP
Autodesk