inStream Solutions

Industry: Company

Description

Founded: 2008

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inStream Solutions Employees

Employee
Years
Job
Industry
Dale Hernquist Dale Hernquist Greater Boston Area Details
Dale Hernquist's inStream Solutions Experience 2010 - 2010
Job Business Analyst / QA / Analytics at Charles River Development
Industry Financial Services
Experience
Charles River Development  March 2012 - Present
InStream /Solutions  2010 - 2010
Harvard University  2007 - 2009
FXPort Technology   2002 - 2007
Massachusetts Institute of Technology  1998 - 2001
Infinity Financial Technology  1994 - 1998
Renaissance Software, Inc.   1991 - 1994
Nomura Research Institute  1989 - 1990
Prudential-Bache Capital Funding  1987 - 1989
Salomon Brothers  1986 - 1987

Skills
Fixed Income

Education
New York University   1976 — 1981
Ph. D, Mathematics

Courant Institute of Mathematical Sciences
M. S, Mathematics

Stony Brook University
B. S, Mathematics

Caltech

Caltech

Caltech

Andrew Mahon Andrew Mahon Greater New York City Area Details
Andrew Mahon's inStream Solutions Experience March 2009 - June 2012
Job Founder at Type/Code
Industry Design
Experience
Type/Code  July 2010 - Present
inStream Solutions   March 2009 - June 2012
inStream Solutions   May 2009 - June 2010
Local Projects  June 2009 - September 2009
area/code  January 2009 - June 2009
Langton Cherubino Group   May 2009 - May 2009
Venus by Maria Tash   September 2007 - March 2009
Eyebeam  June 2006 - January 2009
RealTalk.in   November 2008 - December 2008
FamousAndrew.com   September 2008 - December 2008

Skills
Python, GTD, User Interface Design, Interaction Design, User Experience, Information Architecture, User Experience Design, Information Design, Arduino, Rapid Prototyping, User-centered Design, ActionScript, Data Visualization, Adobe Creative Suite, CSS

Education
Parsons School of Design   2008 — 2010
BFA, Design + Technology

Parsons School of Design   2007 — 2010
BFA, Design + Technology

Chris Jeon Chris Jeon Greater New York City Area Details
Chris Jeon's inStream Solutions Experience December 2010 - May 2011
Job Software Developer at Intellum
Industry Computer Software
Experience
Intellum   May 2015 - Present
AD60 INC  July 2014 - July 2015
MAP Digital: Metameetings  October 2013 - July 2014
TriTek Solutions  January 2012 - April 2013
Capital One  July 2011 - November 2011
inStream Solutions   December 2010 - May 2011

Skills
Ruby on Rails, jQuery, Git, Ruby, Web Development, HTML5, HTML, JavaScript, CSS, CoffeeScript, Subversion, AngularJS, Programming, Software Development, MySQL, PostgreSQL, SQL, Elixir

Education
University of Maryland College Park   2007 — 2011
Bachelor of Science (BS), Information Systems

Leigh Jedeikin Leigh Jedeikin Santa Monica, California Details
Leigh Jedeikin's inStream Solutions Experience July 2013 - August 2014
Job Regional Director at Dimensional Fund Advisors
Industry Investment Management
Experience
Dimensional Fund Advisors  September 2014 - Present
inStream Solutions   July 2013 - August 2014
Dimensional Fund Advisors  June 2012 - August 2013
Dimensional Fund Advisors  June 2009 - July 2012
Dimensional Fund Advisors  June 2008 - August 2008
Accenture  January 2008 - May 2008
FactSet  August 2004 - November 2006

Skills
Series 7, Series 66, MBA, Factset, Bloomberg, Capital Markets, Technology Solutions, Mutual Funds, New Business Development, Investment Strategies, Asset Managment, Consulting, Registered Investment..., Sales Presentations, Account Management, Business Development, Wealth Management, 401k, Finance, Financial Analysis, Strategy, Relationship Management, Alternative Investments, Financial Services, Uniform Combined State..., Asset Management, Hedge Funds, Private Equity, Portfolio Management, Strategic Financial..., Training, Investments, Analysis, Equities, Financial Modeling, Financial Advisory, Equity Research, Wealth Management..., Valuation, Series 63, Investment Advisory, Securities, Fixed Income, Asset Allocation, Leadership

Education
Pontificia Universidad Católica de Chile   2009 — 2009
Master of Business Administration (MBA), International Management Spring Exchange

University of Arizona, Eller College of Management   2007 — 2009
Master of Business Administration (MBA), Finance, International Management

American University   2003 — 2003
Semester Program, Summer, Global Economics and Business

University of San Diego   2000 — 2004
BBA, Marketing

University of California, Irvine
Personal Financial Planning, Financial Planning and Services

Carlos Coutin, MBA Carlos Coutin, MBA Washington D.C. Metro Area Details
Carlos Coutin, MBA's inStream Solutions Experience September 2010 - December 2012
Job RIA Value Proposition Strategist
Industry Management Consulting
Experience
Envision Consulting LLC  July 2014 - Present
Navegante Finanzas Personales SAS Personal Finance   January 2014 - Present
Envision RIA (a solution by Envision Consulting LLC)   October 2012 - July 2014
Envision Consulting LLC  September 2012 - July 2014
inStream Solutions   September 2010 - December 2012
McLean Asset Management Corporation  April 2009 - December 2012
Wealthone Inc   September 2008 - August 2010
McLean Asset Management Corporation  July 2006 - April 2009
FXport Technology, Inc   February 2006 - May 2006
Self.  2002 - 2006

Skills
Financial Analysis, Financial Planning, Financial Modeling, Financial Reporting, Team Building, Teamwork, Coaching, Operations Management, Business Relationship..., Customer Relations, Account Management, New Business Development, Vendor Management, Quality Assurance, Program Management, Database Administration, MySQL, SQL, Hosting, Cloud Computing, Private Cloud, Problem Solving, Spanish, Yoga, Hatha Yoga, Colombia, Boston, Washington DC, Strategic Financial..., Customer Service, Leadership, Investments, Wealth Management, Business Analysis, CRM, Financial Services, Integration, Portfolio Management, Project Management, Entrepreneurship, Business Development, Finance, Financial Advisory, Consulting, Investment Strategies, Asset Allocation, Asset Management, Investment Management, Investment Advisory, Mutual Funds

Education
Colegio de Estudios Superiores de Administración   2013 — 2015
Master’s Degree, Marketing/Marketing Management, General

ESIC: Business & Marketing School   2014 — 2015
Master of Business Administration (M.B.A.), Marketing/Marketing Management, General

Boston University Institute of Finance   2006 — 2007
CFP Certification, Financial Planning

Newbury College
B.S, International Business Management

Eucalyptus University   2012 — 2012
Certificate - Cloud Foundations, Computer Science

Waldorf HS

Robert French, CFA Robert French, CFA Portland, Maine Details
Robert French, CFA's inStream Solutions Experience September 2010 - Present
Job Director of Investment Analysis at McLean Asset Management Corporation
Industry Financial Services
Experience
McLean Asset Management Corporation  March 2015 - Present
inStream Solutions   September 2010 - Present
Dimensional Fund Advisors  June 2008 - July 2010
Dimensional Fund Advisors  July 2005 - May 2008

Education
Connecticut College   2001 — 2005
BA, Government

Jim Michalowski Jim Michalowski Chicago, Illinois Details
Jim Michalowski's inStream Solutions Experience May 2011 - July 2012
Job Project Manager at Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas
Industry Information Technology and Services
Experience
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas   September 2013 - Present
Blue Cross and Blue Shield of Illinois, New Mexico, Oklahoma & Texas   October 2012 - September 2013
inStream Solutions   May 2011 - July 2012
Cambridge College  September 2005 - March 2011
Cambridge College  October 2002 - August 2005
Council Travel  March 2000 - June 2002
JFK Museum and Library   1999 - 2000

Skills
Customer Service, Troubleshooting, Administration, Inventory Management, IT Management, Help Desk Management, Online Help Development, Procurement, Project Coordination, Project Management, Supervisory Skills, Internal Communications, Higher Education, Travel, Museums, Staff Development, Salesforce.com, System Administration, Social Media, Research, Project Planning, Time Management, Event Planning, Program Management, Leadership, Management, Information Technology, Training

Education
DePaul University   2011 — 2012
Project Management Certification Program

Cambridge College   2007 — 2010
Master, Business Management

University of Massachusetts, Amherst   1991 — 1995
BA, Anthropology

University of Central Florida   1990 — 1991
Liberal Arts

Lev Kanter Lev Kanter Greater New York City Area Details
Lev Kanter's inStream Solutions Experience January 2010 - June 2012
Job Cofounder, Lead Developer at Type/Code
Industry Design
Experience
Type/Code  August 2010 - Present
The New School  August 2011 - May 2014
inStream Solutions   January 2010 - June 2012
Redub LLC   May 2008 - November 2008

Education
Parsons School of Design   2007 — 2010
BFA, Design & Technology

Stony Brook University   2005 — 2007
Computer science

Virginia Cheung Virginia Cheung Washington D.C. Metro Area Details
Virginia Cheung's inStream Solutions Experience September 2009 - October 2013
Job Regional Wealth Planning Manager/Sr. Vice President at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank  November 2014 - Present
McLean Asset Management Corporation  April 2007 - November 2014
inStream Solutions   September 2009 - October 2013
Kidwell Kent & Curran   May 1983 - March 2007

Education
Boston College Law School   1979 — 1982
JD

University of Maryland College Park   1975 — 1979
BS, Accounting

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