Intacct Corporation
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Intacct Corporation Employees
Intacct Corporation September 2015 - Present
Intacct Corporation 2012 - 2015
Arrow Electronics 2010 - 2012
Freestyle Marketing 2009 - 2010
Northwestern Mutual 2006 - 2007
Skills
Direct Sales, SaaS, Account Management, Lead Generation, Customer Service, Marketing, Sales Presentations, B2B, Strategic Account..., Intacct, Software Solution Sales, Intercollegiate..., Budget, Salesforce.com, QuickBooks, ADP Payroll, Financial Accounting, Paychex, Bank Reconciliation, Account Reconciliation, Accounts Payable, Accounts Receivable, Chart of Accounts, MS Excel Pivot Tables, Journal Entries, P&L Management, Year-end Close, Monthly Close, Ad Hoc Reporting, Vlookup, Approval Process, Data Analysis, US GAAP, 1099 Preparation, Vendor Management, Time Management
Education
University of Arizona, Eller College of Management
Bachelor of Science (BS), Marketing
University of Phoenix
Master’s Degree, Accounting
Oracle January 2015 - Present
InvisibleCRM September 2013 - September 2014
SAP September 2009 - September 2013
Intacct Corporation August 2008 - September 2009
Dexterra August 2007 - May 2008
Oracle / Siebel Systems 1996 - 2007
InQuira August 2003 - August 2004
Collabora Ltd 1994 - 1996
Sybase May 1991 - June 1994
Centurion May 1990 - May 1991
Skills
Product Management, SaaS, Enterprise Software, Leadership, CRM, Lead Generation, ERP, Selling, Sales, Cloud Computing, Software Industry, Management, Coaching, Solution Selling, Business Alliances, Start-ups, New Business Development, Sales Process, Sales Management, Demand Generation, Sales Operations, Strategy, Marketing, Go-to-market Strategy, Analytics, Salesforce.com, Strategic Partnerships, Channel Partners, Account Management, B2B, Direct Sales, Business Development, Mobile Technology, Sales Enablement, Business Intelligence, Professional Services, Contract Negotiation, Business Strategy, Product Marketing, Complex Sales, Multi-channel Marketing, Consulting, Recruiting
Education
University of California, Santa Barbara 1976 — 1980
Intacct Corporation June 2015 - Present
Goldman Sachs May 2011 - June 2014
Morgan Stanley June 2009 - May 2011
Morgan Stanley June 2008 - August 2008
Skills
Financial Analysis, Financial Modeling, Management, Valuation, Organizational..., Microsoft Excel, Fixed Income, Corporate Finance, Leadership, Investments, Data Analysis, Analysis, Strategy
Education
University of California, Berkeley, Haas School of Business 2014 — 2016
Master of Business Administration (MBA), Emphasis in Marketing and Strategy
Villanova University 2005 — 2009
Finance, Accounting
Intacct Corporation July 2015 - Present
Lahlouh September 2014 - July 2015
Levelthree Solutions May 2014 - August 2014
levelthree solutions April 2013 - May 2014
levelthree solutions November 2012 - April 2013
Golden Harvest Catering June 2010 - March 2013
Nicole Tao July 2012 - October 2012
Financial Network Investment Corporation, Member SIPC February 2012 - June 2012
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Event Planning, Statistics, Time Management, Account Management, Outlook, Facebook, Problem Solving, Public Speaking, Mathematics, Research, Social Networking, Social Media, Matlab, Accounts Payable, Creative Problem Solving, Sales, Vietnamese, Inventory Management, Warehouse Management, Troubleshooting
Education
University of California, Santa Barbara 2008 — 2012
Bachelor's Degree, Financial Mathematics and Statistics
Visier Inc. July 2014 - Present
Druva October 2013 - July 2014
Intacct July 2013 - October 2013
Intacct Corporation March 2011 - June 2013
Selectica August 2008 - March 2011
SilkRoad technology January 2005 - August 2008
FineGround Networks January 2003 - August 2004
Interwoven, Inc. August 1999 - May 2002
Law Cypress Company 1995 - 1998
Law Cypress Company 1995 - 1998
Skills
Enterprise Software, SaaS, CRM, Sales, Sales Management, Sales Operations, Pre-sales, Salesforce.com, Start-ups, Solution Selling, Marketing Automation, Management, Lead Generation, Professional Services, Channel, Demand Generation, Go-to-market Strategy, Strategic Partnerships, Cloud Computing, Team Leadership, New Business Development, Sales Enablement, Sales Process, Strategy, Training, Direct Sales, Selling, Channel Partners, Business Alliances, Software Industry
Education
University of California, Los Angeles
Bachelor of Arts, Mass Communications
Intacct Corporation July 2014 - Present
Advent Software February 2010 - June 2014
Skills
Salesforce.com, Business Analysis, SaaS, Testing, Training, Technical Support, Databases, Troubleshooting, CRM, Enterprise Software, Microsoft Excel
Education
University of San Francisco 2000 — 2004
Bachelor of Science in Business Administration, Marketing
StrataCare April 2013 - Present
StrataCare February 2012 - April 2013
StrataCare October 2010 - February 2012
Sage July 2001 - 2010
Intacct Corporation 2001 - 2002
Skills
Software Implementation, SQL, Salesforce.com, Agile Methodologies, SaaS, SharePoint
Education
University of Southern California
Business Administration, Information Systems
Intacct Corporation March 2015 - Present
Skills
Project Management, Salesforce.com, Intacct, SAP Business ByDesign, Force.com, Salesforce.com Certified, SFDC, Zuora, Quote to Cash, Deferred Revenue, Revenue Recognition, VSOE, Software Contracts, Integration Development, Integration Architecture, SugarCRM, E-commerce, SaaS, Business Intelligence, CRM, Cloud Computing, Enterprise Software, Strategy, Management Consulting, Sales Operations, Lead Generation, ERP, Solution Selling, Business Process, NetSuite, Strategic Partnerships, Marketing Automation, Integration, Cloud Applications, Professional Services, SAP, Training, Analysis, Pre-sales, Analytics, Business Analysis, Process Engineering, Product Management, Software Project..., Management
Education
University of California, Irvine 2004 — 2006
Econ, Economics
Intacct Corporation May 2013 - Present
University of California, Berkeley, Haas School of Business June 2012 - May 2014
Deloitte August 2008 - July 2012
Skills
Auditing, Internal Controls, Financial Modeling, Corporate Finance, Due Diligence, Financial Analysis, Private Equity, Strategy, Valuation, Management Consulting, Business Strategy, Data Analysis, Mergers, Strategic Planning, Project Management, Competitive Analysis, Finance, Analysis, Entrepreneurship, Business Analysis, Venture Capital, Product Marketing, Analytics, Market Research, Start-ups, Marketing
Education
University of California, Berkeley, Haas School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
Institute of Chartered Accountants in England and Wales
ACA
Armanino LLP September 2012 - Present
Intacct Corporation July 2011 - Present
Cloud Accounting Institute October 2011 - Present
Life's A Beach, LLC 1988 - Present
AccessTek July 1989 - August 2012
Microsoft January 1989 - January 2012
Cloud Accounting Institute November 2011 - November 2011
IL CPA Society June 2003 - May 2006
Touche Ross July 1985 - July 1989
Skills
Start-ups, Accounting, Professional Services, Cloud Computing, SaaS, ERP, Management Consulting, Mergers, Small Business, Enterprise Software, Business Process, Managerial Finance, Business Intelligence, Strategic Planning, Consulting, Business Strategy, Business Analysis, Strategic Partnerships, Financial Reporting, Entrepreneurship, Strategic Financial..., Mergers & Acquisitions, Solution Selling, Great Plains Software, QuickBooks, Analytics, Strategy, Team Building, Sales, Financial Services, Networking, CPA, Business Planning, Finance, Account Reconciliation, Tax, Leadership, E-commerce, Auditing, Venture Capital, CRM, Management, Executive Management, Program Management, Financial Analysis, Software Implementation, Business Development, Business Process..., Team Leadership, Forecasting
Education
University of Missouri-Columbia
BS, Accountancy
I am Retired May 2014 - Present
Intacct Corporation January 2013 - Present
Bill Messick June 2010 - December 2012
AccessTek August 2008 - August 2011
Robert Half International June 1998 - September 2008
Skills
Crystal Reports, Great Plains Software, ERP, Requirements Analysis, Business Process, Financials, Process Improvement, Accounting, Finance, Leadership, Intacct, Microsoft Dynamics
Education
University of Nebraska-Lincoln 1964 — 1971
BS, Accounting & Economics
Intacct Corporation September 2014 - Present
Club Genentech September 2014 - Present
Intuit February 2014 - September 2014
lynda.com January 2013 - February 2014
ABC-CLIO February 2012 - January 2013
Santa Barbara News-Press September 2011 - February 2012
Student of Fortune March 2011 - August 2011
Style Media Group September 2010 - December 2010
Sacramento Press June 2009 - September 2009
Skills
Salesforce.com, Social Networking, Blogging, Editing, Press Releases, Social Media, Public Speaking, Marketing, Marketing Automation, Marketo, Email Marketing, Sales Support Tools, CRM, Training, Sales, Copy Editing, Quote Preparation, Microsoft Excel, Social Media Marketing, Event Planning, MLA, Chicago Style, Facebook, WebEx
Education
University of California, Santa Barbara 2006 — 2010
English, Communications, German
Folsom High School
Intacct Corporation April 2015 - Present
Restaurant Technologies, Inc. May 2014 - April 2015
Restaurant Technologies, Inc. May 2013 - May 2014
Restaurant Technologies, Inc. May 2012 - May 2013
San Fernando Valley Business Journal November 2010 - May 2012
The California Wine Club 2009 - 2010
The News-Gazette 2008 - 2009
Skills
Advertising, Advertising Sales, Social Media, Social Networking, Event Management, Event Marketing, Special Events, Internal Communications, Business Planning, Marketing Strategy, Public Speaking, Word, Microsoft Office, PowerPoint, English, Twitter, Word Of Mouth Marketing, Referrals, Insurance, Front Office, Filing, Customer Service, Strategic Planning, Digital Marketing, Spanish, Financial Analysis, Fundraising, CRM, Training, Event Planning, Marketing, Sales, Management, Team Building, Microsoft Word, Leadership, Social Media Marketing, Sales Management, Nonprofits
Education
University of Illinois at Urbana-Champaign 2006 — 2010
Bachelor of Arts (B.A.), Speech Communication and Rhetoric
La Reina High School 2002 — 2006
Intacct Corporation March 2014 - Present
Blackbaud May 2013 - March 2014
Blackbaud January 2011 - May 2013
Blackbaud November 2002 - December 2010
Concur Technologies January 2000 - August 2002
Oracle January 1999 - January 2000
Oracle January 1998 - January 1999
Lawson Software January 1995 - March 1998
Skills
CRM, SaaS, Enterprise Software, Professional Services, Solution Selling, Salesforce.com, Sales Process, Complex Sales, Direct Sales, Account Management, Cloud Computing, Sales, Lead Generation, Strategic Partnerships, New Business Development, Sales Presentations, Sales Operations, Sales Management, Channel, Software Implementation
Education
University of Denver
Bachelor of Science, Accounting
Intacct Corporation August 2015 - Present
Microsoft September 2013 - July 2015
Microsoft June 2004 - August 2013
Microsoft June 2001 - August 2004
e.magination June 1998 - June 2001
Skills
CRM, Cloud Computing, Enterprise Software, SaaS, Microsoft Dynamics, Management, Solution Selling, Strategy, Business Development, Microsoft CRM, ERP, Professional Services, Partner Management, Channel Partners, Business Intelligence, Multi-channel Marketing, Sales Enablement, Channel, Sales, Business Alliances, Lead Generation, Leadership, Microsoft Technologies, Sales Operations, Program Management, Business Analysis, Salesforce.com, Demand Generation, Integration, Strategic Partnerships, Go-to-market Strategy, Software Industry, Marketing, SharePoint, Product Management, Marketing Communications, Team Leadership, Web Marketing, E-commerce, Start-ups, Competitive Analysis, Sales Process, Pre-sales, Direct Sales, Product Marketing, Strategic Alliances, New Business Development, Account Management, Project Management, IT Strategy
Education
The Ohio State University
B.A.
West Geauga High School
Intacct Corporation July 2014 - Present
Intacct Corporation November 2010 - June 2014
Intacct Corporation January 2008 - October 2010
Intacct Corporation March 2004 - December 2007
Absolute Solutions Private Limited October 2000 - February 2004
A.R. Viswanathan and Co August 1997 - September 2000
Skills
ERP, Functional Testing, Project Implementation, Oracle Applications, SaaS, Salesforce.com, Quality Assurance, Business Intelligence, Project Management, Testing, Professional Services, Product Management, Cloud Computing, Requirements Analysis, Business Analysis, Business Process, Integration, Management
Education
Sikkim Manipal University of Health, Medical and Technological Sciences 2004 — 2006
MBA, Finance
B.H.S College 1992 — 1997
B.Com, Accounts
New Cambridge School Vijayanagar 1987 — 1992
5th to 10th
Kaiser Permanente IT June 2011 - May 2012
PMI Group August 2010 - June 2011
TriNet August 2009 - March 2010
Robert Half Technology January 2007 - February 2008
Intacct Corporation 2006 - 2006
PeopleSoft 1997 - 2002
Kaiser Permanente IT 1992 - 1997
Skills
Management, PeopleSoft, Accounts Payable, SDLC, PeopleTools, Accounts Receivable, GL, Production Support, Data Conversion, CRM, Testing, ERP, SQR, Requirements Gathering, PeopleSoft Financial, Business Analysis
Education
University of Colorado Denver 1983 — 1985
Intacct Corporation February 2015 - Present
BCL Technologies October 2012 - February 2015
HyperMac January 2012 - October 2012
NStreams Technologies June 2008 - August 2008
Skills
Salesforce.com, Technical Support, CRM, Microsoft Office, MS Project, Management, Microsoft Excel, MySQL, Sales, Windows, Social Networking, Networking, Customer Service, Microsoft Word, SEC filings, Financial Accounting, Matlab, Engineering Management, Enterprise Software, Systems Engineering, HTML scripting, JavaScript, Product Management, Technical Leadership, Communication, Testing, Network Engineering, Parallels, Arena Simulation..., C++, PowerPoint, Marketing, Lead Generation
Education
University of Arizona 2007 — 2011
Bachelor of Science; B.S., Engineering Management; Systems/Industrial Engineering
Intacct Corporation 2011 - Present
Robert Half Management Resources 2010 - 2011
Spark Networks 2007 - 2010
Kaiser Permanente 2002 - 2010
Skills
Human Resources, Sales, Project Management, Recruiting, HRIS, Leadership, Organizational..., Interviews, Personnel Management, Employee Benefits, Management, Deferred Compensation, Marketing Strategy, Marketing, Performance Management, Customer Service, Onboarding, Sales Management, Business Development, Training, Talent Management, SaaS, Salesforce.com, Sourcing, Cold Calling, Sales Operations, CRM, Forecasting, Strategy, Start-ups, Lead Generation, Account Management, Talent Acquisition, Enterprise Software, Technical Recruiting
Education
University of California, Berkeley
Bachelor’s Degree, Psychology
Certent, Inc. (formerly EASi) May 2013 - Present
vCom Solutions, Inc. January 2012 - May 2013
Intacct Corporation August 2011 - December 2011
Armanino McKenna LLP August 2009 - August 2011
Ensembles, LLC August 2005 - July 2009
The Clorox Company August 2001 - August 2005
Deloitte Consulting August 1995 - April 1999
Skills
Marketing Strategy, Lead Generation, SaaS, Professional Services, Marketing Programs, Digital Marketing, Content Development, Marketing Communications, Strategic Planning, Sales Enablement Tools, Marketing Automation, Partner Development, Public Relations, Social Media, Marketing, Social Media Marketing, Business Development, B2B, Corporate Communications, Go-to-market Strategy, Leadership, Strategy
Education
UCLA Anderson 1999 — 2001
MBA, Marketing
University of Pennsylvania 1991 — 1995
BA, Economics, Spanish
Intacct Corporation June 2015 - Present
Rockstar Energy Drink September 2014 - Present
Kappa Sigma Fraternity December 2013 - Present
PLX, an Avago Technologies Company June 2011 - August 2011
City of Pleasanton January 2009 - June 2011
Skills
Programming, Python, Android, Computer Science, Software Development, C, C++, Java, Leadership, Public Speaking, Visual Studio, Eclipse, Social Networking, Social Media, Team Building, Team Leadership, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Teamwork, Sales, Social Media Marketing, Time Management, Management, Research, Data Analysis, Marketing Strategy, VHDL, TCP/IP, Linux, Windows, FTP, Wireshark, Android SDK, Data Structures, Network Programming, Microprocessors, Processors, Computer Architecture, Integrated Circuit..., Marketing, PHP, QA Automation, QA Engineering, XML, HTML
Education
University of California, Irvine 2012 — 2016
Bachelor of Science (B.S.), Computer Engineering
Intacct Corporation January 2011 - Present
Aspect Software May 2009 - January 2011
Avalon Doors of Danville May 2003 - January 2009
Mobileum, Inc January 2001 - January 2003
Asera, Inc January 1999 - January 2002
Vcommerce 2000 - 2002
Asera 1999 - 2002
PeopleSoft, Inc January 1997 - January 1999
Oracle January 1995 - January 1997
Western Data Systems January 1992 - January 1995
Skills
Segmentation, SaaS, Professional Services, ERP, CRM, Solution Selling, Contact Centers, Sales, Direct Sales, New Business Development, Sales Operations, Strategy, Enterprise Software, Sales Management, Start-ups, Cloud Computing, Business Analysis
Education
Springfield College 1970 — 1975
Bachelor of Science (B.S.), Psychology and English
Springfield College 1970 — 1974
BS, Psychology/English
Visier Inc. August 2015 - Present
Intacct Corporation June 2014 - May 2015
Pi Kappa Alpha - Theta Omega Chapter February 2014 - January 2015
Treasure Data, Inc. June 2013 - September 2013
Bootstrap Marketing and Business Development 2011 - 2012
Skills
Social Media Marketing, Online Advertising, Marketing Strategy, Social Media, Social Networking, Salesforce.com, Email Marketing, Digital Marketing, Marketing Communications, Online Marketing, WordPress, Competitive Analysis, Sales
Education
University of California, Davis 2011 — 2015
Bachelor of Arts (B.A.), Economics
University of California, Davis 2011 — 2015
Bachelor of Arts (B.A.), History
Intacct Corporation October 2014 - Present
IFK Stockaryd/ Rörvik IF August 2013 - September 2014
Portland Pilots Athletic Department May 2012 - August 2012
Skills
Teaching, Microsoft Office, Soccer, Marketing, Market Research, PowerPoint, Customer Service, Microsoft Excel, Social Media, Time Management, Teamwork
Education
University of Portland 2009 — 2012
Marketing and Sustainability, Business
Connected Data 2015 - Present
IBM 2014 - May 2015
Intacct Corporation 2013 - 2014
Oracle 2010 - 2013
i2 Technologies 2007 - 2009
Sun Microsystems 1995 - 2003
Deloitte 1995 - 1995
MediaVision Computer Technologies 1993 - 1995
Peterson Consulting 1991 - 1993
Skills
SaaS, Solution Selling, Go-to-market Strategy, Enterprise Software, Management, Cloud Computing, Salesforce.com, Professional Services, Business Intelligence, Sales
Education
Stanford University 1987 — 1991
Bachelor of Arts (B.A.), Economics
Stanford University 1987 — 1991
Bachelor of Arts (B.A.), Communication and Media Studies
PHHS 1983 — 1987
Intacct Corporation April 2014 - Present
Education
Stanford University
Cloud Computing/Selling SaaS to the Enterprise
Bridgewater State University
Bachelor of Arts and Sciences, Corporate Communication Studies of Media and Communication Technologies
Intacct Corporation September 2014 - Present
Restaurant Technologies, Inc. July 2012 - September 2014
Empire Today April 2010 - July 2012
River Oak Capital October 2007 - March 2010
Automatic Gate Systems November 2005 - October 2007
Lopes and Sons Construction December 2003 - April 2007
Skills
Leadership, Sales, B2B, Customer Service, Account Management, CRM, Management, Cold Calling, Sales Management, Business Planning, Cloud Computing, SaaS, Direct Sales, Purchasing, Customer Satisfaction, Sales Process, Profit, Salesforce.com, Team Building, Coaching, Customer Relations, Customer Retention, New Business Development, Team Leadership, Negotiation, Pricing, Problem Solving, Value Based Selling, Selling, Sales Presentations, P&L, Strategic Selling, Strategic Account..., Cloud Based Accounting
Education
University of California, Davis
Bachelor of Arts, Sociology; Organizational Studies
Bret Harte High School 1996 — 2000
Intacct Corporation 2014 - Present
iTradeNetwork May 2011 - August 2012
Skills
Team Leadership, Public Speaking, Sales, Negotiation, Product Development, SaaS, CRM databases, Change Management, Business Analysis, Enterprise Software, Salesforce.com
Education
University of North Dakota School of Graduate Studies 2013 — 2014
Master of Business Administration (MBA), Business Administration, Management and Operations
The University of North Dakota 2009 — 2013
Bachelor of Business Administration (BBA), Business Administration and Management, General
Intacct Corporation March 2014 - Present
Social Thinking October 2012 - March 2014
Optimal Freight, LLC May 2011 - August 2012
Blue Ridge Health Services, Inc May 2008 - April 2011
Apex Background Check February 2006 - April 2011
Lewis Accounting Services, Inc December 2006 - September 2008
Skills
English, QuickBooks, Microsoft Office, Payroll, Accounts Payable, Microsoft Excel, Public Speaking, Process Improvement, General Ledger, Accounts Receivable, Budgets, Financial Statements, Invoicing, Human Resources, Accounting, Training, Recruiting, Finance, SAP Business One, Bank Reconciliation, Bookkeeping, Customer Service, Microsoft Word, Management
Education
University of North Carolina at Greensboro
Bachelor’s Degree, Sociology
Intacct Corporation October 2013 - Present
NetSuite March 2013 - September 2013
Intacct Corporation September 2008 - March 2013
Intacct Corporation July 2007 - August 2008
Softrax November 2000 - July 2007
Skills
CRM, Integration, Pre-sales, Lead Generation, Management, Process Improvement, Cloud Computing, Technology Needs..., Professional Services, Project Management, Cross-functional Team..., Business Process, Budgets, Business Development, Forecasting, SaaS, ERP, Software Implementation, Enterprise Software, Salesforce.com
Education
The University of Texas at Austin 1983 — 1985
BBA, Accounting
San Jose City Councilmember Chappie Jones, District 1 September 2014 - Present
Lyris April 2011 - October 2013
Intacct Corporation July 2009 - March 2011
Cisco December 2007 - April 2008
iPass formerly GoRemote July 2006 - November 2007
GoRemote July 2003 - April 2005
Commerce One December 2001 - June 2003
Network Appliance October 1999 - June 2001
3Com February 1995 - October 1999
Intuit June 1992 - February 1995
Skills
CRM, Program Management, Process Improvement, SaaS, Training, Cross-functional Team..., Cloud Computing, Management, Troubleshooting, Project Management, Salesforce.com, Enterprise Software, Technical Support, System Administration, Business Intelligence, Knowledge Management, Leadership, Professional Services, Strategy, HTML, Analytics, Integration, Customer Experience, Start-ups, Vendor Management, Business Analysis, SFDC, Telephony, Salesforce.com..., Knowledge Management..., Networking, Business Process, Business Process..., Call Centers, Customer Service
Education
University of Northern Colorado 1977 — 1978
Business Administration and Management, General
Columbine High School 1974 — 1977
Intacct Corporation March 2015 - Present
Sererra February 2013 - March 2015
Prolocity Technology Solutions/MIKA Solutions Group 2010 - 2013
Geehan Group 2008 - 2009
Microsoft 2003 - 2007
Deloitte 1997 - 2003
The Cambridge Group 1991 - 1997
Skills
Accounting System..., Business Software..., ERP Software..., Salesforce.com..., Intacct Certification, NetSuite Certification, Solution Selling..., Software Selection, Project Management, Microsoft Dynamics GP, Business Process Design, QuickBooks Online, Cloud Computing, SaaS, Leadership, Management, Start-ups, ERP, Professional Services, Operations Management, Enterprise Software, Change Management, Strategic Partnerships, Salesforce.com, Integration, Great Plains Software, Selling, Business Intelligence
Education
The Ohio State University - The Max M. Fisher College of Business
Bachelor of Science (BS), Accounting
FinancialForce.com July 2015 - Present
Silicon Valley Historical Association September 1995 - Present
Intacct Corporation December 2011 - February 2015
Apigee March 2011 - September 2011
Sabrix September 2008 - May 2009
NetSuite December 2007 - September 2008
NetSuite January 2005 - December 2007
NetSuite January 2004 - December 2004
NetSuite January 2002 - December 2003
NetSuite January 2001 - December 2001
Skills
Sales Management, Team Leadership, Renewals, SaaS, Enterprise Software, Cloud Computing, Analytics, Mobile, Mobile Devices, Sales Process, Strategic Planning, Forecasting, NetSuite, CRM, E-commerce, Solution Selling, Salesforce.com, Sales, New Business Development, Entrepreneurship, Customer Retention, Professional Services, Start-ups, Business Intelligence, Business Development, Sales Operations, Management, Vendor Management, Leadership, Cold Calling, Lead Generation, Marketing, Strategic Partnerships, Training, Outsourcing, Go-to-market Strategy, Direct Sales, Networking, Demand Generation
Education
University of San Francisco 2006 — 2011
Applied Economics, College of Professional Studies
Palo Alto Highschool 1992 — 1996
Diploma, Highschool
Intacct Corporation July 2015 - Present
Open Systems, Inc. January 2010 - July 2015
Open Systems, Inc. November 2004 - February 2010
Sage Software, Inc. 2001 - October 2004
Best Software NFP Division January 1999 - September 2004
MIP, Inc 1999 - 2004
Open Systems Group November 1992 - November 1993
Skills
Sales, Lead Generation, Solution Selling, Cloud Computing, Channel, B2B, Account Management, Channel Partners, Enterprise Software, Sales Process, Strategic Partnerships, Sales Enablement, Multi-channel Marketing, Direct Sales, Strategic Alliances, Professional Services, New Business Development, Leadership, Key Account Management, Management, CRM, Software Industry, Integration, Management Consulting, Start-ups, Competitive Analysis, Sales Management, Team Leadership, Customer Satisfaction, Team Building, Business Development, Demand Generation, Cold Calling, Business Alliances, Sales Operations, Marketing, Partner Management, Business Analysis, Product Marketing, Product Management, Executive Management, Selling, Marketing Strategy, Pre-sales, Consulting, Business Planning, Recruiting, Sales Presentations, Managed Services, Strategy
Education
Texas A&M University 1978 — 1982
BBA, Management
Bishop Dunne High School 1974 — 1978
Intacct Corporation May 2015 - Present
Information Technology Alliance August 2013 - Present
Intacct Corporation June 2014 - May 2015
Intacct Corporation October 2010 - May 2014
Deltek January 2008 - October 2010
MIS Group June 2006 - January 2008
ERG May 2005 - June 2006
Burch Consultants March 2001 - May 2005
Arthur Andersen 1984 - 1986
Skills
Social Media Marketing, Public Speaking, Channel Strategy, Training, SaaS, Cloud Computing, Strategic Planning, Strategy, Marketing, Accounting, Consulting, Start-ups, Marketing Strategy, Management, Business Strategy, Leadership, Channel Partners, Business Development, Enterprise Software, Business Alliances, Strategic Partnerships, Project Management, Business Planning, Intacct, Sales Management, Vendor Management, Recruiting, Professional Services, Budgets, Management Consulting, Small Business, Solution Selling, CRM, Salesforce.com, Lead Generation, Business Intelligence, ERP, Executive Management, Sales Process
Education
The University of Texas at Austin - The Red McCombs School of Business 1981 — 1984
MPA, Accounting and Systems
Southern Methodist University - Cox School of Business 1977 — 1981
BBA, Insurance and Risk Management
St. John's School 1973 — 1977
St. Anne's 1971 — 1973
CircleCI August 2015 - Present
BrightEdge August 2014 - July 2015
Intacct Corporation September 2013 - June 2014
Replicon June 2012 - September 2013
Trulia December 2011 - April 2012
AmerisourceBergen 2007 - 2010
Skills
Salesforce.com, Account Management, Lead Generation, Cold Calling, Sales Process, Customer Retention, Sales, Solution Selling, New Business Development, Qualifying Prospects, Business Development
Education
University of California, Irvine 2003 — 2007
Bachelors of Science, Biological Sciences
Workday August 2014 - Present
Workday April 2013 - August 2014
Workday September 2010 - April 2013
Intacct Corporation October 2008 - September 2010
BEA Systems, Inc. February 2003 - May 2008
RSA Security (Securant Technologies) January 2001 - August 2002
Escalate June 1999 - December 2000
Peoplesoft August 1995 - June 1999
Skills
Marketing Management, Enterprise Content..., SaaS, Agile Project Management, Product Management, Product Marketing, Enterprise Software, Go-to-market Strategy, Business Process..., ERP, Cross-functional Team..., Program Management, Strategy, Strategic Leadership, Leadership, Sales Enablement, Marketing Strategy, Management, Cloud Computing, Team Management, Professional Services, Messaging, Demand Generation, Thought Leadership, Competitive Analysis, Business Alliances, Entrepreneurship, Strategic Partnerships, Executive Management, Start-ups, Marketing, Lead Generation, Solution Selling, New Business Development, Analytics, Salesforce.com, Sales Management, Sales, Business Intelligence, Partner Management, CRM, Sales Process, Multi-channel Marketing, Channel Partners, Analyst Relations, E-commerce, Mobile Devices, Strategic Alliances, Marketing Automation, PaaS
Education
Stanford Graduate School of Business 1993 — 1995
MBA
Stanford University 1985 — 1989
BA
Marketo August 2014 - Present
Marketo October 2010 - July 2014
Intacct Corporation August 2009 - September 2010
Selectica Inc April 2000 - June 2009
Cybertech 1997 - 1999
Tata Consultancy Services 1993 - 1997
CMC Limited 1991 - 1993
Skills
Agile Methodologies, Web Services, SaaS, Integration, Cloud Computing, Java Enterprise Edition, SOA
Education
University of Pune 1985 — 1989
B.E., Computer Science
Entrata November 2012 - Present
Intacct Corporation February 2008 - November 2012
RealPage January 2005 - February 2008
Trammell Crow Residential January 2001 - January 2005
Lincoln Property Company December 1999 - December 2004
Medallion Hotels 1997 - 1998
Skills
Salesforce.com, Intacct, Software Industry, Product Management, Enterprise Software, SaaS, Cloud Computing, Accounting, Forecasting, Professional Services, Mergers & Acquisitions, Business Intelligence, Go-to-market Strategy, Software Project..., Analytics, Business Development, Start-ups, Business Analysis, Solution Selling, ERP, Product Marketing, CRM, Lead Generation, Sales, Selling, Software Implementation, Consulting, Budgets, Strategic Partnerships, Strategy, Competitive Analysis
Education
University of North Texas 2004 — 2007
BS/MS Accounting, Accounting
Intacct Corporation September 2014 - Present
Lanyon September 2006 - September 2014
TIBCO Software 2003 - 2007
WebMethods August 1999 - March 2003
TopTier Software 1998 - 1999
Arbor Software (merged w/Hyperion) 1997 - 1998
Plantronics 1996 - 1997
Skills
SaaS, Sales Enablement, CRM, Leadership, Management, Marketing, Marketing Communications, Professional Services, Event Management, Enterprise Software, Event Planning, Project Planning, Trade Shows, Salesforce.com, Budgets, Strategic Partnerships, Lead Generation, Product Marketing, Cloud Computing, Business Analysis, Account Management, Business Development
Education
University of California, Santa Cruz 1993 — 1997
Bachelor's degree, Business/Managerial Economics
Intacct Corporation November 2012 - Present
Intacct Corporation January 2011 - Present
Intacct Corporation 2008 - Present
Webroomz November 2002 - March 2004
Evolve June 2000 - April 2001
Microsoft Corporation - Dynamics November 1998 - May 2000
Baan May 1997 - November 1998
Education
Texas A&M University 1990 — 1993
BBA, Acccounting
UserZoom September 2013 - Present
Workday March 2012 - May 2012
Intacct Corporation July 2009 - March 2010
Intacct Corporation July 2007 - July 2009
CBSJ Financial Corp 2006 - 2007
Skills
SaaS, CRM, Technical Support, Troubleshooting, Salesforce.com, Workday, Process Improvement, Enterprise Software, Software Implementation, ERP, JIRA, Software Documentation, Professional Services, Cloud Computing, Amazon Mechanical Turk, Kayako, Google Analytics, Remote User Testing, User Experience, Panel Data Analysis, Training & Development, Account Management, Customer Support, Webinars, iPhone, Mobile Applications, Android
Education
University of California, Riverside 2000 — 2005
Business Administration
College is Real, Inc. August 2011 - Present
Korora Partners, Inc January 2011 - Present
Greater Bay Area Make-A-Wish Foundation 2005 - Present
United Way of the Bay Area 2005 - Present
Israel Venture Network 2007 - 2014
Intacct Corporation 2008 - 2009
Wharton Business School 2007 - 2009
Liquid Engines 2005 - 2008
IXYS Corporation 2005 - 2007
PricewaterhouseCoopers 1973 - 2005
Skills
Strategy, Non-profits, Governance, Finance, Fundraising, Strategic Planning, Program Management, Entrepreneurship, Management Consulting, Leadership, Public Speaking, Tax, Start-ups, Business Development, Marketing, Event Management, Leadership Development, Business Strategy, Marketing Communications, Budgets, Mentoring, Executive Management, Executive Coaching, Mergers & Acquisitions, Nonprofits, International Tax, Organizational..., Organizational...
Education
New York University Graduate School of Law 1972 — 1974
LL.M. in Taxation
University of Pennsylvania Law School 1967 — 1972
Juris Doctor
University of Pennsylvania - The Wharton School 1963 — 1967
B.S. Economics
Intacct Corporation January 2013 - Present
IntercontinentalExchange, Inc. November 2011 - Present
DebtMarket (acquired) April 2011 - October 2011
Oracle May 2004 - March 2011
Oracle May 2003 - June 2004
Oracle October 2002 - May 2003
Oracle August 2001 - September 2002
Oracle February 2000 - July 2001
Mellon Capital Management 1997 - January 2000
Skills
Product Management, Product Strategy, Business Strategy, Business Analysis, Product Design, Product Development, Product Launch, Requirements Gathering, Requirements Management, Start-ups, Start-up Environment, Software Development, Online Marketplace, Data Analysis, Data Modeling, Agile, Requirements Analysis, Process Improvement, Business Rules, User Experience, Vendor Management, Project Planning, Software Project..., Strategic Partnerships, Pricing Strategy, E-commerce, Enterprise Software, Agile Methodologies, Analysis, Marketing Strategy, Integration
Education
University of Arizona 1994 — 1997
BSBA, Accounting & Finance
The University of Texas at Austin 1993 — 1994
Intacct Corporation November 2013 - Present
Thomson Reuters 2006 - November 2013
Independent Training Consultant 2003 - 2006
Targetbase 2000 - 2002
Skills
Business Analysis, Change Management, Analysis, Training, Microsoft Excel, Project Management, Customer Service, Instructor-led Training, CRM, Instructional Design, Windows 7, Team Building, Account Management, Microsoft Office 2007, Mergers & Acquisitions, Budgets, Marketing, Program Management, Strategy, Vendor Management, Management Consulting, Employee Training
Education
University of North Texas
University of California, Davis: Department of Political Science April 2015 - Present
Intacct Corporation June 2015 - Present
UC Davis Office of Research March 2015 - June 2015
UC Davis Model United Nations July 2014 - June 2015
Davis Dollars June 2014 - September 2014
Spafford & Lincoln, Inc. June 2014 - September 2014
Science Education and Outreach Program, UC Davis January 2014 - June 2014
UC Davis Model United Nations September 2013 - June 2014
John Muir Health June 2011 - September 2011
Skills
Microsoft Word, Microsoft Office, PowerPoint, Microsoft Excel, Customer Service, Leadership
Education
University of California, Davis 2012 — 2016
Bachelor of Arts (B.A.), International Relations and Affairs, Economics
Cal High 2009 — 2012
Intacct Corporation February 2015 - Present
Shannon & Snyder CPAs August 2012 - January 2015
Leal Financial Planning June 2011 - August 2011
The Cheesecake Factory May 2009 - May 2010
University of September 2009 - December 2009
Sonoma Chicken Coop Restaurant May 2008 - September 2008
Trim Tech Construction May 2006 - August 2006
Education
University of San Diego 2008 — 2012
Bachelor's degree, Accounting
Bellarmine College Preparatory 2004 — 2008
Auto1.com April 2014 - Present
Intacct Corporation January 2013 - January 2014
Thales Communications & Security March 2012 - September 2012
TELECOM SudParis November 2011 - March 2012
TELECOM SudParis February 2011 - July 2011
Politehnica University of Timisoara February 2010 - July 2010
Skills
Software Engineering, Software Development, Java, XML, SOA, REST, MySQL, UML, Agile Methodologies, PHP4/5, Databases, Git, GWT, Software Project..., Web Services and..., Scrum, JavaScript, Test Driven Development, SaaS, C++, JSON, C++ Language, RESTful WebServices, J2EE Web Services, C#, Scala, OSGi, Internet of Things, PaaS, Ruby, Ruby on Rails, CVS, Visual SVN, Ambient Intelligence
Education
Telecom SudParis 2010 — 2012
Master of Science (M.Sc.), Software Engineering and Ambient Intelligence
Politehnica University of Timisoara 2006 — 2010
Bachelor of Science (BSc), Computer Science
American Conservatory Theater 2013 — 2013
Acting
Intacct Corporation August 2014 - Present
Intacct 2014 - 2014
Skills
Salesforce.com, SQL, Customer Service, PowerPoint, Research, Teaching, Photoshop, HTML, Strategic Planning, Budgets, Microsoft Office, Windows, Microsoft Excel, Microsoft Word, Outlook, Public Speaking
Education
University of Phoenix
Bachelor of Science (B.S.), Information Technology