Interactive Advisory Software
Industry: Software company
DescriptionFounded: 2001 Parent organization: Hanlon Financial Group LLC
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Interactive Advisory Software Employees
Employee
Years
Job
Industry
Cris Adams Cris Adams's Interactive Advisory Software Experience July 2015 - Present
Job Financial Software Platform Specialist
Industry Financial Services
Experience
Interactive Advisory Software July 2015 - Present
MetLife - Cranford Agency October 2014 - May 2015
Penn Mutual June 2011 - July 2014
Penn Mutual May 2007 - June 2011
Sovereign Bank May 2005 - April 2007
Skills
Insurance, Life Insurance, Series 7, Series 63, Training, Investments, Finance, Mutual Funds, Securities, Financial Services, Investment Strategies, Troubleshooting, Management, CRM, Portfolio Management, Retirement Planning, Risk Management, Leadership, Relationship Management, Wealth Management, Business Analysis, Vendor Management, Sales
Education
Ocean County College 1997 — 2000
Associate's Degree, Criminal Justice
Richard Stockton College of New Jersey
Criminal Justice/Police Science
Interactive Advisory Software July 2015 - Present
MetLife - Cranford Agency October 2014 - May 2015
Penn Mutual June 2011 - July 2014
Penn Mutual May 2007 - June 2011
Sovereign Bank May 2005 - April 2007
Skills
Insurance, Life Insurance, Series 7, Series 63, Training, Investments, Finance, Mutual Funds, Securities, Financial Services, Investment Strategies, Troubleshooting, Management, CRM, Portfolio Management, Retirement Planning, Risk Management, Leadership, Relationship Management, Wealth Management, Business Analysis, Vendor Management, Sales
Education
Ocean County College 1997 — 2000
Associate's Degree, Criminal Justice
Richard Stockton College of New Jersey
Criminal Justice/Police Science
Greg Brown Greg Brown's Interactive Advisory Software Experience 2010 - August 2012
Job Advisor
Industry Computer Software
Experience
Axway May 2015 - Present
Apttus August 2012 - April 2015
Interactive Advisory Software 2010 - August 2012
dna13 2007 - 2009
Salesforce.com August 2005 - July 2006
Salesforce.com September 2002 - August 2005
E.piphany January 1999 - December 2001
PeopleSoft June 1995 - December 1999
Skills
SaaS, Enterprise Software, Cloud Computing, Solution Selling, Salesforce.com, CRM, Professional Services, Strategic Partnerships, Strategy, Sales Management, Business Development, Go-to-market Strategy, Business Strategy, Contract Management, E-commerce, Sales Process, Leadership, Sales, Lead Generation, Business Process, Product Management, Product Marketing, Business Alliances
Education
University of Florida
BS, Business Administration
University of Florida
Bachelor of Science, Business , Marketing/Marketing Management, General
Axway May 2015 - Present
Apttus August 2012 - April 2015
Interactive Advisory Software 2010 - August 2012
dna13 2007 - 2009
Salesforce.com August 2005 - July 2006
Salesforce.com September 2002 - August 2005
E.piphany January 1999 - December 2001
PeopleSoft June 1995 - December 1999
Skills
SaaS, Enterprise Software, Cloud Computing, Solution Selling, Salesforce.com, CRM, Professional Services, Strategic Partnerships, Strategy, Sales Management, Business Development, Go-to-market Strategy, Business Strategy, Contract Management, E-commerce, Sales Process, Leadership, Sales, Lead Generation, Business Process, Product Management, Product Marketing, Business Alliances
Education
University of Florida
BS, Business Administration
University of Florida
Bachelor of Science, Business , Marketing/Marketing Management, General
Blake Patton Blake Patton's Interactive Advisory Software Experience 2009 - 2011
Job Managing Partner at Tech Square Ventures
Industry Venture Capital & Private Equity
Experience
Tech Square Ventures 2014 - Present
Pointivo July 2014 - Present
UserIQ April 2014 - Present
Venture Atlanta 2014 - Present
Atlanta CEO Council 2013 - Present
Georgia Research Alliance 2013 - Present
ATDC 2011 - 2014
Interactive Advisory Software 2009 - 2011
iKobo 2006 - 2009
iXL 1997 - 2001
Skills
Start-ups, Entrepreneurship, Venture Capital, SaaS, Strategy, Strategic Partnerships, P&L Management, Business Development, Business Strategy, P&L Responsibility, Turn Around Management, E-commerce, Executive Management, Product Management, Leadership, Business Planning, New Business Development, Product Development, Lead Generation, Management, Business Analysis, Change Management, High-growth, Competitive Analysis, Acquisition Integration, Corporate Development, Mergers & Acquisitions, Management Consulting, Consulting, Cloud Computing, Sales, Cross-functional Team..., Analytics, Mobile Devices, Process Improvement, Program Management, Vendor Management, International Operations, Entrepreneur, Product Marketing, Enterprise Software, Finance, CRM, Strategic Planning, Professional Services, Go-to-market Strategy, Business Intelligence, Turnarounds, High Growth, Early-stage Startups
Education
Georgia Institute of Technology 1989 — 1993
Bachelor
Tech Square Ventures 2014 - Present
Pointivo July 2014 - Present
UserIQ April 2014 - Present
Venture Atlanta 2014 - Present
Atlanta CEO Council 2013 - Present
Georgia Research Alliance 2013 - Present
ATDC 2011 - 2014
Interactive Advisory Software 2009 - 2011
iKobo 2006 - 2009
iXL 1997 - 2001
Skills
Start-ups, Entrepreneurship, Venture Capital, SaaS, Strategy, Strategic Partnerships, P&L Management, Business Development, Business Strategy, P&L Responsibility, Turn Around Management, E-commerce, Executive Management, Product Management, Leadership, Business Planning, New Business Development, Product Development, Lead Generation, Management, Business Analysis, Change Management, High-growth, Competitive Analysis, Acquisition Integration, Corporate Development, Mergers & Acquisitions, Management Consulting, Consulting, Cloud Computing, Sales, Cross-functional Team..., Analytics, Mobile Devices, Process Improvement, Program Management, Vendor Management, International Operations, Entrepreneur, Product Marketing, Enterprise Software, Finance, CRM, Strategic Planning, Professional Services, Go-to-market Strategy, Business Intelligence, Turnarounds, High Growth, Early-stage Startups
Education
Georgia Institute of Technology 1989 — 1993
Bachelor
Joe Conklin's Interactive Advisory Software Experience August 2014 - Present
Job Senior Network Engineer at Interactive Advisory Software
Industry Information Technology and Services
Experience
Interactive Advisory Software August 2014 - Present
Resource Residential October 2013 - August 2014
ProductiveTech Inc. February 2006 - October 2013
The Scientist October 2007 - June 2009
Skills
Cisco Certified, CCNA, Cisco Security, VMware ESX, VMware View, vSphere, Network Administration, Systems Engineering, Active Directory, Microsoft Exchange, Exchange 2010/2007/2003, VMware Infrastructure, Disaster Recovery, Information Technology, Virtualization, Security, Network Design, Windows, Hyper-V, Windows Server, Cloud Computing, IT Service Management, DNS, Microsoft Technologies, Firewalls, Cisco Technologies, VMware, Servers, VoIP, Windows 7, Storage, Technical Support, Citrix, LAN-WAN, Hardware, Network Security, Networking, Wireless Networking, Linux, Data Center, Troubleshooting, IT Management, Storage Area Networks, Microsoft Servers, Network Engineering, Apache, Operating Systems, Terminal Services, Group Policy, Routers
Education
Global Knowledge Morristown NJ 2014 — 2014
ICOMM - Cisco Voice and UC Administration
Avnet, Parsippany NJ 2012 — 2012
VMware Certified Professional, VCP510
Camden County College 2010 — 2011
MCSE, CCNA, CCNA Security
Interactive Advisory Software August 2014 - Present
Resource Residential October 2013 - August 2014
ProductiveTech Inc. February 2006 - October 2013
The Scientist October 2007 - June 2009
Skills
Cisco Certified, CCNA, Cisco Security, VMware ESX, VMware View, vSphere, Network Administration, Systems Engineering, Active Directory, Microsoft Exchange, Exchange 2010/2007/2003, VMware Infrastructure, Disaster Recovery, Information Technology, Virtualization, Security, Network Design, Windows, Hyper-V, Windows Server, Cloud Computing, IT Service Management, DNS, Microsoft Technologies, Firewalls, Cisco Technologies, VMware, Servers, VoIP, Windows 7, Storage, Technical Support, Citrix, LAN-WAN, Hardware, Network Security, Networking, Wireless Networking, Linux, Data Center, Troubleshooting, IT Management, Storage Area Networks, Microsoft Servers, Network Engineering, Apache, Operating Systems, Terminal Services, Group Policy, Routers
Education
Global Knowledge Morristown NJ 2014 — 2014
ICOMM - Cisco Voice and UC Administration
Avnet, Parsippany NJ 2012 — 2012
VMware Certified Professional, VCP510
Camden County College 2010 — 2011
MCSE, CCNA, CCNA Security
Aimee C. Bennett Aimee C. Bennett's Interactive Advisory Software Experience July 2011 - April 2012
Job Entrepreneur
Industry Pharmaceuticals
Experience
Nerium International February 2015 - Present
Express Scripts September 2013 - Present
Interactive Advisory Software July 2011 - April 2012
EARNEST Partners September 2007 - June 2011
Centara Capital September 2006 - September 2007
The Alder Financial Group May 1999 - September 2006
Skills
Portfolio Management, Accounting, Mutual Funds, Investments, Valuation, Financial Modeling, Asset Allocation, Wealth Management, Insurance, Strategic Financial..., Asset Managment, Financial Services, Asset Management
Education
Georgia Military College-Valdosta Campus 2012 — 2013
Associate of Science (A.S.), Pre-Nursing Studies
Georgia State University 2009 — 2011
MSRE, Real Estate
University of Georgia 1998 — 1999
Bachelor of Business Administration (B.B.A.), Finance
Darton College 1995 — 1997
Associate of Science, Business Administration
Westover High School 1989 — 1993
College Prep, College/University Preparatory and Advanced High School/Secondary Diploma Program
Nerium International February 2015 - Present
Express Scripts September 2013 - Present
Interactive Advisory Software July 2011 - April 2012
EARNEST Partners September 2007 - June 2011
Centara Capital September 2006 - September 2007
The Alder Financial Group May 1999 - September 2006
Skills
Portfolio Management, Accounting, Mutual Funds, Investments, Valuation, Financial Modeling, Asset Allocation, Wealth Management, Insurance, Strategic Financial..., Asset Managment, Financial Services, Asset Management
Education
Georgia Military College-Valdosta Campus 2012 — 2013
Associate of Science (A.S.), Pre-Nursing Studies
Georgia State University 2009 — 2011
MSRE, Real Estate
University of Georgia 1998 — 1999
Bachelor of Business Administration (B.B.A.), Finance
Darton College 1995 — 1997
Associate of Science, Business Administration
Westover High School 1989 — 1993
College Prep, College/University Preparatory and Advanced High School/Secondary Diploma Program
Joe Baggett Joe Baggett's Interactive Advisory Software Experience January 2007 - February 2012
Job Business Insurance Agent for BB&T Insurance Services, Inc.
Industry Insurance
Experience
BB&T Insurance Services Inc. February 2012 - Present
Interactive Advisory Software January 2007 - February 2012
SunGard January 2004 - December 2006
Lincoln Financial Distributors January 2000 - December 2003
Skills
New Business Development, Salesforce.com, Customer Retention, Cloud Computing, Sales, Asset Allocation, Sales Management, Strategic Planning, Business Strategy, SaaS, Strategic Partnerships, Team Building, Product Marketing, Wealth Management
Education
The University of Georgia 1992 — 1996
BA, Political Science
BB&T Insurance Services Inc. February 2012 - Present
Interactive Advisory Software January 2007 - February 2012
SunGard January 2004 - December 2006
Lincoln Financial Distributors January 2000 - December 2003
Skills
New Business Development, Salesforce.com, Customer Retention, Cloud Computing, Sales, Asset Allocation, Sales Management, Strategic Planning, Business Strategy, SaaS, Strategic Partnerships, Team Building, Product Marketing, Wealth Management
Education
The University of Georgia 1992 — 1996
BA, Political Science
andrew wehr andrew wehr's Interactive Advisory Software Experience March 2013 - Present
Job Regional Sales Director at Interactive Advisory Software
Industry Information Technology and Services
Experience
Interactive Advisory Software March 2013 - Present
Pierce Professional Resources April 2012 - February 2013
eMoney Advisor November 2006 - March 2012
Lincoln Financial Group April 1999 - October 2006
Skills
Product Marketing, Sales Management, Direct Sales, Customer Relations, Account Management, New Business Development, Insurance, Consultative Selling, Customer Service, Selling, Cold Calling, Sales, Wealth Management, Strategy, Marketing, Strategic Financial..., Management, Salesforce.com, Team Leadership, CRM, Business Development, Recruiting
Education
Slippery Rock University of Pennsylvania 1994 — 1997
BSBA, marketing
Interactive Advisory Software March 2013 - Present
Pierce Professional Resources April 2012 - February 2013
eMoney Advisor November 2006 - March 2012
Lincoln Financial Group April 1999 - October 2006
Skills
Product Marketing, Sales Management, Direct Sales, Customer Relations, Account Management, New Business Development, Insurance, Consultative Selling, Customer Service, Selling, Cold Calling, Sales, Wealth Management, Strategy, Marketing, Strategic Financial..., Management, Salesforce.com, Team Leadership, CRM, Business Development, Recruiting
Education
Slippery Rock University of Pennsylvania 1994 — 1997
BSBA, marketing
Joe Maxwell's Interactive Advisory Software Experience 2009 - September 2012
Job EVP & Managing Director at Ipreo
Industry Venture Capital & Private Equity
Experience
Ipreo November 2014 - Present
OndeFicar.com December 2013 - Present
Wealth Access, Inc. December 2013 - Present
Jamplify February 2013 - Present
Shareholder InSite March 2009 - Present
Beacon Technologies 2007 - Present
Independence Trust Company January 2009 - February 2013
Mobular Technologies 2001 - 2013
FabSol LLC. December 2008 - December 2012
Interactive Advisory Software 2009 - September 2012
Skills
Valuation, Start-ups, Due Diligence, SaaS, Venture Capital, Entrepreneurship, Business Strategy, Analytics, Private Equity, Mergers, Corporate Development, Portfolio Management, Scenario Planning, Strategy, Leadership
Education
Vanderbilt University - Owen Graduate School of Management 1993 — 1994
MBA, Finance and Entreprenuership
Denison University 1986 — 1990
BA, Spanish, Philosophy
Ipreo November 2014 - Present
OndeFicar.com December 2013 - Present
Wealth Access, Inc. December 2013 - Present
Jamplify February 2013 - Present
Shareholder InSite March 2009 - Present
Beacon Technologies 2007 - Present
Independence Trust Company January 2009 - February 2013
Mobular Technologies 2001 - 2013
FabSol LLC. December 2008 - December 2012
Interactive Advisory Software 2009 - September 2012
Skills
Valuation, Start-ups, Due Diligence, SaaS, Venture Capital, Entrepreneurship, Business Strategy, Analytics, Private Equity, Mergers, Corporate Development, Portfolio Management, Scenario Planning, Strategy, Leadership
Education
Vanderbilt University - Owen Graduate School of Management 1993 — 1994
MBA, Finance and Entreprenuership
Denison University 1986 — 1990
BA, Spanish, Philosophy
Nathan Berk Nathan Berk's Interactive Advisory Software Experience August 2012 - Present
Job Chief Executive Officer at Interactive Advisory Software
Industry Information Technology and Services
Experience
Interactive Advisory Software August 2012 - Present
Hanlon Investment Management March 2010 - Present
Omicron Consulting, LLC February 1998 - October 2009
Omicron Consulting, Inc. June 2000 - January 2008
Omicron Consulting, Inc. June 1998 - May 2000
Conectiv Solutions (Joint Venture: Atlantic Energy and Delmarva Power) June 1997 - February 1998
Atlantic Energy, Inc. June 1994 - May 1997
Atlantic Energy, Inc. June 1992 - May 1994
Skills
Strategic Planning, Process Engineering, Strategy Development, Business Analysis, Integration, Enterprise Software, Strategy, Strategic Partnerships, CRM, Start-ups, SDLC, Management, Competitive Analysis, Strategic Vision, Leadership, Mergers & Acquisitions, SaaS, Financial Services, Business Development, Solution Selling, Business Strategy, Consulting, Enterprise Architecture, Business Planning, Product Management, Executive Management
Education
Rutgers University – Camden 1998 — 2000
MBA, Finance
Drexel University 1987 — 1992
BS, Electrical Engineering
Holy Spirit High School 1983 — 1987
High School Deploma
Interactive Advisory Software August 2012 - Present
Hanlon Investment Management March 2010 - Present
Omicron Consulting, LLC February 1998 - October 2009
Omicron Consulting, Inc. June 2000 - January 2008
Omicron Consulting, Inc. June 1998 - May 2000
Conectiv Solutions (Joint Venture: Atlantic Energy and Delmarva Power) June 1997 - February 1998
Atlantic Energy, Inc. June 1994 - May 1997
Atlantic Energy, Inc. June 1992 - May 1994
Skills
Strategic Planning, Process Engineering, Strategy Development, Business Analysis, Integration, Enterprise Software, Strategy, Strategic Partnerships, CRM, Start-ups, SDLC, Management, Competitive Analysis, Strategic Vision, Leadership, Mergers & Acquisitions, SaaS, Financial Services, Business Development, Solution Selling, Business Strategy, Consulting, Enterprise Architecture, Business Planning, Product Management, Executive Management
Education
Rutgers University – Camden 1998 — 2000
MBA, Finance
Drexel University 1987 — 1992
BS, Electrical Engineering
Holy Spirit High School 1983 — 1987
High School Deploma
Elizabeth Gombosi's Interactive Advisory Software Experience June 2013 - Present
Job Product Manager at Interactive Advisory Software
Industry Computer Software
Experience
Interactive Advisory Software June 2013 - Present
International SOS August 2011 - June 2013
UBS Investment Bank August 2010 - August 2011
Hershey Entertainment and Resorts May 2009 - August 2009
Montoursville Area Swim May 2007 - July 2007
Skills
Business Analysis, Software Documentation, Project Management, Data Analysis, Access, Team Leadership, Microsoft Excel, Outlook, PowerPoint, Process Improvement, Marketing, Change Management, SharePoint, Project Planning, Management, Business Process, Microsoft Office, Leadership
Education
St. Mary's University 2010 — 2011
Post-Graduate Certificate, International Business
Ursinus College 2006 — 2010
Bachelor of Arts, Business and Economics
Dublin City University - CIEE 2008 — 2008
Communication
Interactive Advisory Software June 2013 - Present
International SOS August 2011 - June 2013
UBS Investment Bank August 2010 - August 2011
Hershey Entertainment and Resorts May 2009 - August 2009
Montoursville Area Swim May 2007 - July 2007
Skills
Business Analysis, Software Documentation, Project Management, Data Analysis, Access, Team Leadership, Microsoft Excel, Outlook, PowerPoint, Process Improvement, Marketing, Change Management, SharePoint, Project Planning, Management, Business Process, Microsoft Office, Leadership
Education
St. Mary's University 2010 — 2011
Post-Graduate Certificate, International Business
Ursinus College 2006 — 2010
Bachelor of Arts, Business and Economics
Dublin City University - CIEE 2008 — 2008
Communication
Dmitry Sergeev Dmitry Sergeev's Interactive Advisory Software Experience 2010 - 2013
Job Product Support Engineer at Verint
Industry Computer Software
Experience
Verint 2013 - Present
Interactive Advisory Software 2010 - 2013
Trammell Crow Residential 2002 - 2009
Trammell Crow Residential 1999 - 2001
Personal Computer Services September 1997 - October 1999
Skills
Accounting, Finance, Due Diligence, Real Estate, Budgets, Project Management, Financial Analysis, Microsoft Excel, Financial Reporting, Financial Modeling, Cash Management, Valuation, Auditing, Change Management, Process Improvement, Cash Flow, General Ledger, Tax, Investments
Education
The University of Georgia 2010 — 2011
Certified Financial Planner
University of West Georgia 1995 — 1997
MBA, Finance
Moscow Pedagogical State University
Verint 2013 - Present
Interactive Advisory Software 2010 - 2013
Trammell Crow Residential 2002 - 2009
Trammell Crow Residential 1999 - 2001
Personal Computer Services September 1997 - October 1999
Skills
Accounting, Finance, Due Diligence, Real Estate, Budgets, Project Management, Financial Analysis, Microsoft Excel, Financial Reporting, Financial Modeling, Cash Management, Valuation, Auditing, Change Management, Process Improvement, Cash Flow, General Ledger, Tax, Investments
Education
The University of Georgia 2010 — 2011
Certified Financial Planner
University of West Georgia 1995 — 1997
MBA, Finance
Moscow Pedagogical State University
Robert Mayfield Robert Mayfield's Interactive Advisory Software Experience June 2006 - February 2014
Job Technical Account Manager
Industry Financial Services
Experience
Fiserv/Cash Edge February 2014 - Present
Interactive Advisory Software June 2006 - February 2014
Interactive Advisory Software, Inc June 2006 - February 2014
AIG Advisor Group 2002 - 2006
AIG Advisor Group May 2001 - December 2002
AIG Advisor Group May 1998 - May 2001
USA Team Handball 1989 - 2000
Skills
Wealth Management, Financial Services, Strategic Financial..., Financial Advisory, Investment Advisory, Sales, Product Management, CRM, Analysis, Equities, Finance, Integration, Leadership, Management, Mutual Funds, New Business Development, Program Management, Recruiting, Relationship Management, Start-ups
Education
University of North Carolina at Chapel Hill 1982 — 1986
Fiserv/Cash Edge February 2014 - Present
Interactive Advisory Software June 2006 - February 2014
Interactive Advisory Software, Inc June 2006 - February 2014
AIG Advisor Group 2002 - 2006
AIG Advisor Group May 2001 - December 2002
AIG Advisor Group May 1998 - May 2001
USA Team Handball 1989 - 2000
Skills
Wealth Management, Financial Services, Strategic Financial..., Financial Advisory, Investment Advisory, Sales, Product Management, CRM, Analysis, Equities, Finance, Integration, Leadership, Management, Mutual Funds, New Business Development, Program Management, Recruiting, Relationship Management, Start-ups
Education
University of North Carolina at Chapel Hill 1982 — 1986
Said Mohammadioun Said Mohammadioun's Interactive Advisory Software Experience 2010 - 2012
Job Managing Partner at TechOperators, LLC
Industry Venture Capital & Private Equity
Experience
TechOperators, LLC 2008 - Present
Vocalocity 2007 - Present
Interactive Advisory Software 2010 - 2012
Intellisync 2003 - 2005
Synchrologic 1996 - 2003
Lotus Development 1990 - 1995
Samna Corporation 1983 - 1990
Education
Georgia Institute of Technology
MS, Electrical Engineering
Georgia Institute of Technology
BS, Electrical Engineering
Georgia State University - J. Mack Robinson College of Business
MBA, Finanace
TechOperators, LLC 2008 - Present
Vocalocity 2007 - Present
Interactive Advisory Software 2010 - 2012
Intellisync 2003 - 2005
Synchrologic 1996 - 2003
Lotus Development 1990 - 1995
Samna Corporation 1983 - 1990
Education
Georgia Institute of Technology
MS, Electrical Engineering
Georgia Institute of Technology
BS, Electrical Engineering
Georgia State University - J. Mack Robinson College of Business
MBA, Finanace
Natalie Yip Natalie Yip's Interactive Advisory Software Experience November 2014 - Present
Job Interactive Advisory Software
Industry Financial Services
Experience
Interactive Advisory Software November 2014 - Present
UBS October 2013 - October 2014
Stockton University January 2013 - May 2014
United Way of Greater Philadelphia and Southern New Jersey February 2014 - April 2014
Boscov's June 2011 - September 2012
Skills
Financial Services, Finance, Accounting, Microsoft Office, Microsoft Excel, PowerPoint, Outlook, Teamwork, Leadership, Time Management, Event Planning, Organized Multi-tasker, Customer Service, Retail, Sales, Office Administration, Microsoft Word
Education
Stockton University 2010 — 2014
Bachelor of Science in Business, Accounting, 3.56
Interactive Advisory Software November 2014 - Present
UBS October 2013 - October 2014
Stockton University January 2013 - May 2014
United Way of Greater Philadelphia and Southern New Jersey February 2014 - April 2014
Boscov's June 2011 - September 2012
Skills
Financial Services, Finance, Accounting, Microsoft Office, Microsoft Excel, PowerPoint, Outlook, Teamwork, Leadership, Time Management, Event Planning, Organized Multi-tasker, Customer Service, Retail, Sales, Office Administration, Microsoft Word
Education
Stockton University 2010 — 2014
Bachelor of Science in Business, Accounting, 3.56
James Rentschler James Rentschler's Interactive Advisory Software Experience March 2014 - Present
Job Reports Developer at Interactive Advisory Software
Industry Computer Software
Experience
Interactive Advisory Software March 2014 - Present
William J. Hughes Center for Public Policy February 2013 - February 2014
Skills
Data Analysis, Financial Reporting, SQL, DBVisualizer, Agile Methodologies, JIRA, Statistical Data..., JReport, Business Intelligence, Microsoft Excel, Github, Crystal Reports, IntelliJ IDEA, XML, SDLC
Education
Richard Stockton College of New Jersey
Bachelor of Arts (B.A.), Economics
Interactive Advisory Software March 2014 - Present
William J. Hughes Center for Public Policy February 2013 - February 2014
Skills
Data Analysis, Financial Reporting, SQL, DBVisualizer, Agile Methodologies, JIRA, Statistical Data..., JReport, Business Intelligence, Microsoft Excel, Github, Crystal Reports, IntelliJ IDEA, XML, SDLC
Education
Richard Stockton College of New Jersey
Bachelor of Arts (B.A.), Economics
cody young cody young's Interactive Advisory Software Experience June 2014 - Present
Job Project Manager at Interactive Advisory Software
Industry Financial Services
Experience
Interactive Advisory Software June 2014 - Present
Icon Hospitality 2013 - 2015
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Budgets, Customer Service, English, Outlook, Strategic Planning, Research, Financial Analysis, Accounting, Windows, Time Management
Education
Richard Stockton College of New Jersey 2010 — 2014
Bachelor's degree, Finance/Financial Planning
Frostburg State University 2009 — 2010
Interactive Advisory Software June 2014 - Present
Icon Hospitality 2013 - 2015
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Budgets, Customer Service, English, Outlook, Strategic Planning, Research, Financial Analysis, Accounting, Windows, Time Management
Education
Richard Stockton College of New Jersey 2010 — 2014
Bachelor's degree, Finance/Financial Planning
Frostburg State University 2009 — 2010
Samuel Sharaf Samuel Sharaf's Interactive Advisory Software Experience May 2013 - Present
Job Product Manager at Interactive Advisory Software
Industry Computer Software
Experience
Interactive Advisory Software May 2013 - Present
UBS Wealth Management January 2013 - April 2013
Macy's February 2009 - December 2012
Skills
Finance, Logistics, Customer Service, Project Management, Research, Microsoft Office, Team Management, Leadership, Analysis, Communication, Requirements Gathering, Agile Project Management, Product Planning, Agile Methodologies, SaaS, Product Management
Education
Richard Stockton College of New Jersey 2010 — 2013
Bachelor of Science (B.S.), Finance
Egg Harbor Township High School 2005 — 2009
Interactive Advisory Software May 2013 - Present
UBS Wealth Management January 2013 - April 2013
Macy's February 2009 - December 2012
Skills
Finance, Logistics, Customer Service, Project Management, Research, Microsoft Office, Team Management, Leadership, Analysis, Communication, Requirements Gathering, Agile Project Management, Product Planning, Agile Methodologies, SaaS, Product Management
Education
Richard Stockton College of New Jersey 2010 — 2013
Bachelor of Science (B.S.), Finance
Egg Harbor Township High School 2005 — 2009
Edward Spang, MBA Edward Spang, MBA's Interactive Advisory Software Experience May 2015 - Present
Job IAS Services at Interactive Advisory Software
Industry Financial Services
Experience
Interactive Advisory Software May 2015 - Present
Hanlon Investment Management, Inc. August 2013 - May 2015
Hanlon Investment Management, Inc. January 2013 - August 2013
Trump Plaza April 2009 - July 2013
The Historic Smithville Inn January 2007 - January 2008
Celina’s Café June 2007 - September 2007
Skills
Customer Service, Problem Solving, Word, PowerPoint, Customer Relations, Hospitality, Microsoft Word, Accounting, Event Management, Social Media Marketing, Leadership, Microsoft Office
Education
Stockton University 2012 — 2015
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
Stockton University 2006 — 2010
B.A, Criminal Justice
Interactive Advisory Software May 2015 - Present
Hanlon Investment Management, Inc. August 2013 - May 2015
Hanlon Investment Management, Inc. January 2013 - August 2013
Trump Plaza April 2009 - July 2013
The Historic Smithville Inn January 2007 - January 2008
Celina’s Café June 2007 - September 2007
Skills
Customer Service, Problem Solving, Word, PowerPoint, Customer Relations, Hospitality, Microsoft Word, Accounting, Event Management, Social Media Marketing, Leadership, Microsoft Office
Education
Stockton University 2012 — 2015
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
Stockton University 2006 — 2010
B.A, Criminal Justice
Anthony Fynn Anthony Fynn's Interactive Advisory Software Experience March 2014 - June 2015
Job Senior Software Engineer at AdvancED
Industry Management Consulting
Experience
AdvancED June 2015 - Present
Interactive Advisory Software March 2014 - June 2015
Accenture May 2011 - March 2014
Union Pacific January 2007 - May 2011
Skills
Play Framework, Scalable Web..., Scala, Python, Java, Perl, SQL, Linux, JavaScript, C++, SDLC, Data Analysis, Web Services, Agile Methodologies, jQuery, Project Management, XML, Program Management, Public Speaking
Education
Washington University in St. Louis 2003 — 2006
M. Sc, Computer Engineering
Grinnell College 2000 — 2003
B. A., Computer Science
AdvancED June 2015 - Present
Interactive Advisory Software March 2014 - June 2015
Accenture May 2011 - March 2014
Union Pacific January 2007 - May 2011
Skills
Play Framework, Scalable Web..., Scala, Python, Java, Perl, SQL, Linux, JavaScript, C++, SDLC, Data Analysis, Web Services, Agile Methodologies, jQuery, Project Management, XML, Program Management, Public Speaking
Education
Washington University in St. Louis 2003 — 2006
M. Sc, Computer Engineering
Grinnell College 2000 — 2003
B. A., Computer Science
Michael E. Miller, CFP® Michael E. Miller, CFP®'s Interactive Advisory Software Experience July 2014 - July 2015
Job
Industry Financial Services
Experience
Lighthouse Planning Consultants August 2015 - Present
Hanlon Investment Management, Inc. July 2014 - July 2015
Interactive Advisory Software July 2014 - July 2015
Hanlon Investment Management, Inc. June 2013 - July 2015
Richard Stockton College 2014 - 2014
Hanlon Investment Management, Inc. June 2012 - June 2013
Hanlon Investment Management, Inc. May 2010 - June 2012
NEXT Financial Group October 2006 - May 2010
Ayco Co. 2005 - 2006
Education
Richard Stockton College of New Jersey 2012 — 2013
Certificate, Financial Planning
The College of Saint Rose 2001 — 2005
Bachelor of Science (BS), Business Administration and Management, General
Lighthouse Planning Consultants August 2015 - Present
Hanlon Investment Management, Inc. July 2014 - July 2015
Interactive Advisory Software July 2014 - July 2015
Hanlon Investment Management, Inc. June 2013 - July 2015
Richard Stockton College 2014 - 2014
Hanlon Investment Management, Inc. June 2012 - June 2013
Hanlon Investment Management, Inc. May 2010 - June 2012
NEXT Financial Group October 2006 - May 2010
Ayco Co. 2005 - 2006
Education
Richard Stockton College of New Jersey 2012 — 2013
Certificate, Financial Planning
The College of Saint Rose 2001 — 2005
Bachelor of Science (BS), Business Administration and Management, General
Jackie Batson Jackie Batson's Interactive Advisory Software Experience July 2008 - December 2009
Job Strategic Leader
Industry Nonprofit Organization Management
Experience
Whispering Hope Women's Resource & Pregnancy Center January 2013 - August 2015
Whispering Hope July 2010 - January 2013
Whispering Hope Bargain Boutique February 2010 - June 2010
Interactive Advisory Software July 2008 - December 2009
Compass Marketing, Inc August 2006 - May 2008
Pixel Perfect Productions, Inc. May 2000 - December 2006
Platinum Entertainment July 1999 - June 2000
World Financial Group December 1995 - July 1999
TAPPI October 1992 - December 1995
Skills
Event Planning, Budgeting, Non-profits, Team Building, Creative Direction, Volunteer Coordination, Event Management, Fundraising, Marketing Communications, Social Media, Budgets, Community Outreach, Leadership, Volunteer Management, Lead Generation, Social Networking, Sales, Advertising, Nonprofits, Strategic Planning, Marketing, Training, Trade Shows, Project Management, Management, Recruiting, Project Planning, Public Relations
Education
The University of Georgia 1988 — 1992
BFA, Graphic Design
Central Gwinnett High School 1984 — 1987
Whispering Hope Women's Resource & Pregnancy Center January 2013 - August 2015
Whispering Hope July 2010 - January 2013
Whispering Hope Bargain Boutique February 2010 - June 2010
Interactive Advisory Software July 2008 - December 2009
Compass Marketing, Inc August 2006 - May 2008
Pixel Perfect Productions, Inc. May 2000 - December 2006
Platinum Entertainment July 1999 - June 2000
World Financial Group December 1995 - July 1999
TAPPI October 1992 - December 1995
Skills
Event Planning, Budgeting, Non-profits, Team Building, Creative Direction, Volunteer Coordination, Event Management, Fundraising, Marketing Communications, Social Media, Budgets, Community Outreach, Leadership, Volunteer Management, Lead Generation, Social Networking, Sales, Advertising, Nonprofits, Strategic Planning, Marketing, Training, Trade Shows, Project Management, Management, Recruiting, Project Planning, Public Relations
Education
The University of Georgia 1988 — 1992
BFA, Graphic Design
Central Gwinnett High School 1984 — 1987
Stephen Derbis's Interactive Advisory Software Experience February 2011 - July 2014
Job CTO at View Technologies
Industry Computer Software
Experience
View Technologies July 2014 - Present
Interactive Advisory Software February 2011 - July 2014
Interactive Advisory Software July 1998 - February 2011
Gateway Data 1995 - 1998
FileNet 1989 - 1995
Computer Automation 1983 - 1989
Skills
Software Development, Start-ups, SaaS, Software Engineering, Agile Methodologies, Leadership, User Interface Design, Java, Management, Project Planning
Education
University of California Irvine 1979 — 1983
BS, Information and Computer Science
View Technologies July 2014 - Present
Interactive Advisory Software February 2011 - July 2014
Interactive Advisory Software July 1998 - February 2011
Gateway Data 1995 - 1998
FileNet 1989 - 1995
Computer Automation 1983 - 1989
Skills
Software Development, Start-ups, SaaS, Software Engineering, Agile Methodologies, Leadership, User Interface Design, Java, Management, Project Planning
Education
University of California Irvine 1979 — 1983
BS, Information and Computer Science
Robert Forish's Interactive Advisory Software Experience October 2012 - Present
Job Relationship Manager Interactive Advisory Software
Industry Financial Services
Experience
Interactive Advisory Software October 2012 - Present
Independent Consulting January 2011 - September 2012
Informa Investment Solutions February 2010 - December 2010
E-Z Data, Inc. February 2008 - October 2009
Albridge, an Affiliate of Pershing October 2002 - February 2008
Brinker Capital August 2001 - September 2002
Nationwide Financial Network July 2000 - July 2001
Lincoln Investment Planning February 1993 - July 2000
Skills
Financial Services, Relationship Management, Asset Managment, Wealth Management, Sales, Portfolio Management, Asset Management, Business Analysis
Education
Temple University
B.B.A.
Interactive Advisory Software October 2012 - Present
Independent Consulting January 2011 - September 2012
Informa Investment Solutions February 2010 - December 2010
E-Z Data, Inc. February 2008 - October 2009
Albridge, an Affiliate of Pershing October 2002 - February 2008
Brinker Capital August 2001 - September 2002
Nationwide Financial Network July 2000 - July 2001
Lincoln Investment Planning February 1993 - July 2000
Skills
Financial Services, Relationship Management, Asset Managment, Wealth Management, Sales, Portfolio Management, Asset Management, Business Analysis
Education
Temple University
B.B.A.
James Donahue's Interactive Advisory Software Experience September 2013 - August 2014
Job Vice President, Systems & Architecture at D+H U.S. Operation
Industry Information Technology and Services
Experience
D+H U.S. Operation August 2014 - Present
Interactive Advisory Software September 2013 - August 2014
Open Solutions Inc March 2008 - August 2013
BISYS August 1998 - March 2008
Automatic Data Processing April 1995 - August 1998
United States Naval Reserve April 1990 - February 1998
United Parcel Service August 1989 - April 1995
Skills
Disaster Recovery, Business Continuity, Cloud Computing, Contract Negotiation, Channel Management, Change Management, Restructuring, Consultancy, Consolidation, Operations Management, Product Management, Team Leadership, Sales Management, Sales Support, International Sales, Banking, Vendor Management, Databases, Data Center, Channel Partners, Mergers & Acquisitions, Integration, Business Analysis, Virtualization, Management, Testing, Project Management, Strategy, Consulting, Sales Operations, SaaS
Education
Central Michigan University 2012 — 2013
Master's degree, Information Resources Management
Southern Illinois University 1997 — 2000
a Baccalaureate degree, Workforce Development
United States Navy 1990 — 1998
electrical engineer, electrical engineering
D+H U.S. Operation August 2014 - Present
Interactive Advisory Software September 2013 - August 2014
Open Solutions Inc March 2008 - August 2013
BISYS August 1998 - March 2008
Automatic Data Processing April 1995 - August 1998
United States Naval Reserve April 1990 - February 1998
United Parcel Service August 1989 - April 1995
Skills
Disaster Recovery, Business Continuity, Cloud Computing, Contract Negotiation, Channel Management, Change Management, Restructuring, Consultancy, Consolidation, Operations Management, Product Management, Team Leadership, Sales Management, Sales Support, International Sales, Banking, Vendor Management, Databases, Data Center, Channel Partners, Mergers & Acquisitions, Integration, Business Analysis, Virtualization, Management, Testing, Project Management, Strategy, Consulting, Sales Operations, SaaS
Education
Central Michigan University 2012 — 2013
Master's degree, Information Resources Management
Southern Illinois University 1997 — 2000
a Baccalaureate degree, Workforce Development
United States Navy 1990 — 1998
electrical engineer, electrical engineering
Jayashree Hemmige's Interactive Advisory Software Experience 2014 - Present
Job Software QA Analyst
Industry Pharmaceuticals
Experience
Interactive Advisory Software 2014 - Present
Practice Consulting Inc February 2010 - April 2014
PolyMedix, Inc. January 2006 - April 2008
Dr. Reddy's Laboratories January 2003 - April 2004
Skills
SQL, Software Project..., XML, Requirements Analysis, SDLC, Agile Methodologies, Quality Assurance, Testing, Software Quality..., Web Applications, Microsoft SQL Server, Business Analysis, CRM, Integration, Oracle
Education
Bangalore University 2000 — 2002
Master's degree, Microbiology, General
Interactive Advisory Software 2014 - Present
Practice Consulting Inc February 2010 - April 2014
PolyMedix, Inc. January 2006 - April 2008
Dr. Reddy's Laboratories January 2003 - April 2004
Skills
SQL, Software Project..., XML, Requirements Analysis, SDLC, Agile Methodologies, Quality Assurance, Testing, Software Quality..., Web Applications, Microsoft SQL Server, Business Analysis, CRM, Integration, Oracle
Education
Bangalore University 2000 — 2002
Master's degree, Microbiology, General
Peter Dios's Interactive Advisory Software Experience January 2002 - June 2009
Job CEO Optima Technologies, Inc.
Industry Information Technology and Services
Experience
Optima Technologies, Inc. January 1996 - Present
Global Software Development Services January 1992 - December 2012
Interactive Advisory Software January 2002 - June 2009
Gerber Alley May 1990 - May 1991
IFS, Inc. August 1987 - April 1990
Uccel October 1984 - August 1987
IBM June 1973 - September 1984
Education
UCLA Anderson School of Management
Master of Business Administration (M.B.A.)
Optima Technologies, Inc. January 1996 - Present
Global Software Development Services January 1992 - December 2012
Interactive Advisory Software January 2002 - June 2009
Gerber Alley May 1990 - May 1991
IFS, Inc. August 1987 - April 1990
Uccel October 1984 - August 1987
IBM June 1973 - September 1984
Education
UCLA Anderson School of Management
Master of Business Administration (M.B.A.)
Susan Fitzenrider's Interactive Advisory Software Experience April 2007 - January 2009
Job AVP at Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2011 - Present
FX Bridge Technologies Corporation August 2009 - July 2011
Interactive Advisory Software April 2007 - January 2009
Independent Consultant September 2005 - April 2007
Javelin Technologies May 2000 - September 2001
MarketXT March 1999 - May 2000
JP Morgan Asset Management January 1998 - March 1999
SIAC May 1996 - January 1998
TPMC October 1995 - May 1996
Information Systems & Networks Corporation 1988 - 1995
Skills
SDLC, Agile Methodologies, Electronic Trading, Java, Object Oriented Design, Software Engineering, SQL
Education
East Carolina University
BS, Computer Science
Credit Suisse July 2011 - Present
FX Bridge Technologies Corporation August 2009 - July 2011
Interactive Advisory Software April 2007 - January 2009
Independent Consultant September 2005 - April 2007
Javelin Technologies May 2000 - September 2001
MarketXT March 1999 - May 2000
JP Morgan Asset Management January 1998 - March 1999
SIAC May 1996 - January 1998
TPMC October 1995 - May 1996
Information Systems & Networks Corporation 1988 - 1995
Skills
SDLC, Agile Methodologies, Electronic Trading, Java, Object Oriented Design, Software Engineering, SQL
Education
East Carolina University
BS, Computer Science
Dean Christian's Interactive Advisory Software Experience August 2013 - Present
Job Customer Support Associate at Interactive Advisory Software
Industry Financial Services
Experience
Interactive Advisory Software August 2013 - Present
Interactive Advisory Software July 2010 - July 2013
Bell Capital Management February 2003 - July 2010
Jones Lang LaSalle March 1999 - October 2002
Bovis Lend Lease September 1998 - March 1999
PMC Investment Services 1994 - 1998
Homrich & Berg, Inc. 1992 - 1994
Skills
Financial Analysis, Finance, Valuation, Strategic Financial..., Financial Services, Data Analysis, Microsoft Excel, Database Admin, Financial Planning, Database Management, Software Training, Performance Reporting, Commercial Real Estate, Data Reconciliation, Shopping Centers, Project Management
Education
Georgia State University 1985 — 1991
Bachelor of Business Administration (BBA), Finance, General
Interactive Advisory Software August 2013 - Present
Interactive Advisory Software July 2010 - July 2013
Bell Capital Management February 2003 - July 2010
Jones Lang LaSalle March 1999 - October 2002
Bovis Lend Lease September 1998 - March 1999
PMC Investment Services 1994 - 1998
Homrich & Berg, Inc. 1992 - 1994
Skills
Financial Analysis, Finance, Valuation, Strategic Financial..., Financial Services, Data Analysis, Microsoft Excel, Database Admin, Financial Planning, Database Management, Software Training, Performance Reporting, Commercial Real Estate, Data Reconciliation, Shopping Centers, Project Management
Education
Georgia State University 1985 — 1991
Bachelor of Business Administration (BBA), Finance, General
Roger Beigh's Interactive Advisory Software Experience April 2002 - Present
Job Senior Systems Analyst at Interactive Advisory Software
Industry Computer Software
Experience
Interactive Advisory Software April 2002 - Present
Lindys Way Restaurant Group October 1986 - April 2002
Education
UCLA
Master's degree, Computer Science
USAF Academy
Bachelor's degree, Computer Science
Interactive Advisory Software April 2002 - Present
Lindys Way Restaurant Group October 1986 - April 2002
Education
UCLA
Master's degree, Computer Science
USAF Academy
Bachelor's degree, Computer Science
Michelle Jackson, MBA's Interactive Advisory Software Experience February 2009 - December 2009
Job Sr. Treasury Analyst at SHALEINLAND
Industry Mining & Metals
Experience
Shale-Inland September 2014 - Present
CEVA Logistics May 2011 - September 2014
AssuranceAmerica April 2010 - May 2011
Interactive Advisory Software February 2009 - December 2009
Invesco Ltd. May 2007 - December 2008
Invesco Aim October 1998 - May 2007
Skills
Corporate Treasury, Forecasting Models, Cash Flow Forecasting, Liquidity Management, SOX, Investor Relations, Banking Relationships, Cash Management, Cash Flow, Treasury Management, Sarbanes-Oxley Act, Managerial Finance, Forecasting, Financial Analysis, Finance, Treasury
Education
Keller Graduate School of Management of DeVry University
MAFM
Keller Graduate School of Management of DeVry University 2004 — 2006
MBA
Stephen F. Austin State University 1994 — 1998
BBA
Shale-Inland September 2014 - Present
CEVA Logistics May 2011 - September 2014
AssuranceAmerica April 2010 - May 2011
Interactive Advisory Software February 2009 - December 2009
Invesco Ltd. May 2007 - December 2008
Invesco Aim October 1998 - May 2007
Skills
Corporate Treasury, Forecasting Models, Cash Flow Forecasting, Liquidity Management, SOX, Investor Relations, Banking Relationships, Cash Management, Cash Flow, Treasury Management, Sarbanes-Oxley Act, Managerial Finance, Forecasting, Financial Analysis, Finance, Treasury
Education
Keller Graduate School of Management of DeVry University
MAFM
Keller Graduate School of Management of DeVry University 2004 — 2006
MBA
Stephen F. Austin State University 1994 — 1998
BBA
Latoya Breazeale's Interactive Advisory Software Experience September 2003 - October 2009
Job Referential Data Analyst at ING Investment Management
Industry Investment Management
Experience
Voya Investment Management September 2009 - Present
Interactive Advisory Software September 2003 - October 2009
JPMorgan Fleming Asset Management January 2000 - August 2003
Skills
Portfolio Management, Investments, Fixed Income, Analysis, Bloomberg, Asset Managment, Microsoft Excel, Financial Services
Education
Baruch College, City University of New York (CUNY) 1995 — 1999
BBA, Finance
Voya Investment Management September 2009 - Present
Interactive Advisory Software September 2003 - October 2009
JPMorgan Fleming Asset Management January 2000 - August 2003
Skills
Portfolio Management, Investments, Fixed Income, Analysis, Bloomberg, Asset Managment, Microsoft Excel, Financial Services
Education
Baruch College, City University of New York (CUNY) 1995 — 1999
BBA, Finance
Frank Manna's Interactive Advisory Software Experience October 2013 - Present
Job Strategic Account Manager at Interactive Advisory Software
Industry Financial Services
Experience
Interactive Advisory Software October 2013 - Present
Pershing, a BNY Mellon company July 2010 - June 2013
PNC Managed Investments (formerly ADVISORport) 2007 - July 2010
Vanguard 1998 - 2007
Skills
Customer Service, Business Strategy, Strategic Planning, Managing Accounts, Account Management, Operations Management, Separately Managed..., Project Management, Process Improvement, Financial Services, Risk Management, Vendor Management, Wealth Management, Product Management, Mutual Funds, Building Relationships, Trusted Business Partner, Client Retention..., Relationship Management, SaaS, Program Management, Portfolio Management, Management, Relationship Building
Education
Penn State University
MBA, New Ventures and Entrepreneurial Studies
St. Joseph's University
BS, Business Management
Bishop Eustace Preparatory School
Interactive Advisory Software October 2013 - Present
Pershing, a BNY Mellon company July 2010 - June 2013
PNC Managed Investments (formerly ADVISORport) 2007 - July 2010
Vanguard 1998 - 2007
Skills
Customer Service, Business Strategy, Strategic Planning, Managing Accounts, Account Management, Operations Management, Separately Managed..., Project Management, Process Improvement, Financial Services, Risk Management, Vendor Management, Wealth Management, Product Management, Mutual Funds, Building Relationships, Trusted Business Partner, Client Retention..., Relationship Management, SaaS, Program Management, Portfolio Management, Management, Relationship Building
Education
Penn State University
MBA, New Ventures and Entrepreneurial Studies
St. Joseph's University
BS, Business Management
Bishop Eustace Preparatory School
Ryan McGonigle's Interactive Advisory Software Experience June 2013 - January 2014
Job Senior Project Manager at Scala
Industry Financial Services
Experience
Scala January 2014 - Present
Interactive Advisory Software June 2013 - January 2014
Pershing January 2008 - June 2013
Skills
Series 7, Series 24, Project Management, Project Coordination, Risk Management, Investments, Management, Portfolio Management, Wealth Management, Financial Services, Process Improvement, Product Management, SDLC
Education
Penn State University 2003 — 2007
B.S., Business Economics
Scala January 2014 - Present
Interactive Advisory Software June 2013 - January 2014
Pershing January 2008 - June 2013
Skills
Series 7, Series 24, Project Management, Project Coordination, Risk Management, Investments, Management, Portfolio Management, Wealth Management, Financial Services, Process Improvement, Product Management, SDLC
Education
Penn State University 2003 — 2007
B.S., Business Economics
Herzl Hyton's Interactive Advisory Software Experience September 2001 - May 2009
Job Head of Development
Industry Computer Software
Experience
None January 2013 - Present
Attensity Group Inc February 2010 - January 2013
Attensity February 2010 - January 2013
Interactive Advisory Software September 2001 - May 2009
Optima Technologies, Inc. November 1987 - September 2001
Skills
SaaS, Start-ups, Cloud Computing, Enterprise Software, Scrum, Solution Selling, Product Management, Entrepreneurship, Sales Management, Professional Services, Business Intelligence, Software Development, Agile Methodologies, Strategic Partnerships, Go-to-market Strategy, Product Marketing, Analytics, CRM
Education
University of Cape Town 1972 — 1972
Post Graduate Business Administration
Wits Tech & Wits University
Computer Science
None January 2013 - Present
Attensity Group Inc February 2010 - January 2013
Attensity February 2010 - January 2013
Interactive Advisory Software September 2001 - May 2009
Optima Technologies, Inc. November 1987 - September 2001
Skills
SaaS, Start-ups, Cloud Computing, Enterprise Software, Scrum, Solution Selling, Product Management, Entrepreneurship, Sales Management, Professional Services, Business Intelligence, Software Development, Agile Methodologies, Strategic Partnerships, Go-to-market Strategy, Product Marketing, Analytics, CRM
Education
University of Cape Town 1972 — 1972
Post Graduate Business Administration
Wits Tech & Wits University
Computer Science
Richard (Doug) Hood's Interactive Advisory Software Experience August 2009 - Present
Job Sr. Software Engineer at Interactive Advisory Software
Industry Computer Software
Experience
Interactive Advisory Software August 2009 - Present
Hewlett Packard February 2005 - March 2009
Hewlett Packard February 1996 - February 2005
Secureware, Inc December 1994 - February 1996
Digital Equipment Corporation October 1984 - December 1994
Skills
Linux, Computer Science, Perl, Software Development, Java, SQL, JSP, SAML 2.0, Tomcat, IntelliJ IDEA, CIPM, Atlassian JIRA, Web Services, JReport, Eclipse, Jasper Reports, JavaScript, Integration, OOP, C++, C, Hibernate, Java Enterprise Edition, JUnit, Agile Methodologies, Unix, SDLC, XML, Scrum, Apache
Education
Kennesaw State University 1985 — 1989
Bachelor of Science, Computer Science
Buford High School, Buford, GA
Interactive Advisory Software August 2009 - Present
Hewlett Packard February 2005 - March 2009
Hewlett Packard February 1996 - February 2005
Secureware, Inc December 1994 - February 1996
Digital Equipment Corporation October 1984 - December 1994
Skills
Linux, Computer Science, Perl, Software Development, Java, SQL, JSP, SAML 2.0, Tomcat, IntelliJ IDEA, CIPM, Atlassian JIRA, Web Services, JReport, Eclipse, Jasper Reports, JavaScript, Integration, OOP, C++, C, Hibernate, Java Enterprise Edition, JUnit, Agile Methodologies, Unix, SDLC, XML, Scrum, Apache
Education
Kennesaw State University 1985 — 1989
Bachelor of Science, Computer Science
Buford High School, Buford, GA
Alexander Sieland's Interactive Advisory Software Experience May 2013 - Present
Job Software Engineer at Interactive Advisory Software
Industry Computer Software
Experience
Interactive Advisory Software May 2013 - Present
ncircle April 2012 - April 2013
Alfresco May 2011 - April 2012
Commerce Science Corporation May 2007 - August 2007
Skills
Java, Scala, C++, IntelliJ IDEA, Eclipse, SBT, Tomcat, Git, Subversion, Akka, SQL, PostgreSQL, MySQL, JSP, HTML, PHP, XML, Agile, Shell Scripting, Linux, Mac OS X, Windows
Education
Southern Polytechnic State University 2008 — 2012
BS, Computer Science
Interactive Advisory Software May 2013 - Present
ncircle April 2012 - April 2013
Alfresco May 2011 - April 2012
Commerce Science Corporation May 2007 - August 2007
Skills
Java, Scala, C++, IntelliJ IDEA, Eclipse, SBT, Tomcat, Git, Subversion, Akka, SQL, PostgreSQL, MySQL, JSP, HTML, PHP, XML, Agile, Shell Scripting, Linux, Mac OS X, Windows
Education
Southern Polytechnic State University 2008 — 2012
BS, Computer Science
Joseph Monaco's Interactive Advisory Software Experience August 2013 - Present
Job Software Developer and Game Coder
Industry Computer Software
Experience
Interactive Advisory Software August 2013 - Present
MomoCon LLC March 2012 - Present
Manhattan Associates August 2010 - June 2013
Dish Network Reasearch and Development June 2006 - August 2009
Skills
webMethods Integration..., Java, C#, MySQL, Python
Education
Georgia Institute of Technology 2005 — 2010
Computer Science
Interactive Advisory Software August 2013 - Present
MomoCon LLC March 2012 - Present
Manhattan Associates August 2010 - June 2013
Dish Network Reasearch and Development June 2006 - August 2009
Skills
webMethods Integration..., Java, C#, MySQL, Python
Education
Georgia Institute of Technology 2005 — 2010
Computer Science
ryan jotkoff's Interactive Advisory Software Experience April 2014 - Present
Job Conversion Manager at Interactive Advisory Software
Industry Financial Services
Experience
Interactive Advisory Software April 2014 - Present
Property Masters Inc May 2013 - April 2014
Interactive Advisory Software July 2009 - May 2013
Crescent Heights September 2003 - March 2006
Skills
Process Improvement, Strategic Planning, Project Management, Business Analysis, Customer Service, Microsoft Excel, Marketing, CRM, Leadership, Account Management, Budgets, Analysis, Finance, Management, Product Management, Sales, Financial Analysis, Salesforce.com
Education
Kennesaw State University 2008 — 2010
Masters, Business Administration
Florida State University 1999 — 2003
BS, Accounting
Interactive Advisory Software April 2014 - Present
Property Masters Inc May 2013 - April 2014
Interactive Advisory Software July 2009 - May 2013
Crescent Heights September 2003 - March 2006
Skills
Process Improvement, Strategic Planning, Project Management, Business Analysis, Customer Service, Microsoft Excel, Marketing, CRM, Leadership, Account Management, Budgets, Analysis, Finance, Management, Product Management, Sales, Financial Analysis, Salesforce.com
Education
Kennesaw State University 2008 — 2010
Masters, Business Administration
Florida State University 1999 — 2003
BS, Accounting
Nedra Toney-Jordan, MS's Interactive Advisory Software Experience November 2006 - March 2011
Job APL Specialist at SunTrust
Industry Financial Services
Experience
SunTrust April 2012 - Present
Clayton State University June 2009 - May 2013
Interactive Advisory Software November 2006 - March 2011
Staffing Force 2011 - 2011
Reliance Trust Company October 2003 - December 2005
FSC Securities Corp November 2000 - October 2003
SunTrust Bank May 1994 - October 2000
Skills
Accounting, Accounts Payable, Financial Reporting, Excel, Financial Planning, Cash Management, Analysis, General Ledger, Microsoft Excel, Strategic Financial..., Account Reconciliation, QuickBooks, Cash Flow, Tax
Education
Strayer University 2006 — 2008
MS, Accounting w/ Tax con.
Albany State University 1987 — 1992
BS, Accounting
SunTrust April 2012 - Present
Clayton State University June 2009 - May 2013
Interactive Advisory Software November 2006 - March 2011
Staffing Force 2011 - 2011
Reliance Trust Company October 2003 - December 2005
FSC Securities Corp November 2000 - October 2003
SunTrust Bank May 1994 - October 2000
Skills
Accounting, Accounts Payable, Financial Reporting, Excel, Financial Planning, Cash Management, Analysis, General Ledger, Microsoft Excel, Strategic Financial..., Account Reconciliation, QuickBooks, Cash Flow, Tax
Education
Strayer University 2006 — 2008
MS, Accounting w/ Tax con.
Albany State University 1987 — 1992
BS, Accounting
Meeta Chaturvedi's Interactive Advisory Software Experience March 2013 - October 2013
Job Senior QA Analyst at Aramark
Industry Financial Services
Experience
Aramark October 2013 - Present
Interactive Advisory Software March 2013 - October 2013
PHH Corporation June 2007 - March 2013
Skills
SDLC, Software Quality..., Analytics, Team Management, Team Building, Testing, Quality Center, VBScript, Business Analysis, Python, Selenium, Software Documentation, QTP, Automation, Test Cases, HP QTP, Test Planning, User Acceptance Testing, Databases, Quality Assurance
Education
Institute of Management, Development and Research 1994 — 1996
Post Graduate Diploma in Management, Marketing
Fergusson College 1990 — 1993
Bachelor of Science (BSc), Electronics
Aramark October 2013 - Present
Interactive Advisory Software March 2013 - October 2013
PHH Corporation June 2007 - March 2013
Skills
SDLC, Software Quality..., Analytics, Team Management, Team Building, Testing, Quality Center, VBScript, Business Analysis, Python, Selenium, Software Documentation, QTP, Automation, Test Cases, HP QTP, Test Planning, User Acceptance Testing, Databases, Quality Assurance
Education
Institute of Management, Development and Research 1994 — 1996
Post Graduate Diploma in Management, Marketing
Fergusson College 1990 — 1993
Bachelor of Science (BSc), Electronics
Linda Grace, MEd, CFP's Interactive Advisory Software Experience September 2000 - Present
Job Director Training
Industry Computer Software
Experience
Interactive Advisory Software September 2000 - Present
IFS June 1983 - October 1995
Education
Mercer University 1966 — 1970
BA, Psychology
Interactive Advisory Software September 2000 - Present
IFS June 1983 - October 1995
Education
Mercer University 1966 — 1970
BA, Psychology
Denise Weiner's Interactive Advisory Software Experience July 2013 - October 2013
Job Staff Accountant at American European Insurance Group
Industry
Experience
A. Richard Aitken Jr. Builder Contractor October 2013 - Present
Interactive Advisory Software July 2013 - October 2013
American European Insurance Group February 2011 - July 2013
State Street Bank 2010 - 2011
Skills
Account Reconciliation, Fund Accounting, General Ledger, Accounting, GAAP
Education
Stockton University 2008 — 2009
BS, Accounting
A. Richard Aitken Jr. Builder Contractor October 2013 - Present
Interactive Advisory Software July 2013 - October 2013
American European Insurance Group February 2011 - July 2013
State Street Bank 2010 - 2011
Skills
Account Reconciliation, Fund Accounting, General Ledger, Accounting, GAAP
Education
Stockton University 2008 — 2009
BS, Accounting
Patrick Henderson's Interactive Advisory Software Experience December 2012 - Present
Job Dynamic Financial Services Professional
Industry Financial Services
Experience
Interactive Advisory Software December 2012 - Present
Legg Mason Investment June 2006 - October 2011
PFPC November 2003 - May 2006
Merrill Lynch / State Street Bank May 1999 - October 2003
Morgan Stanley Dean Witter December 1997 - April 1999
Skills
US Equities, Fixed Income, Mutual Funds, Staff Supervision, Capital Markets, High Net Worth..., Finance, Asset Allocation, Microsoft Office, Money Management, Money Market, Anti Money Laundering, Alternative Investments, Account Reconciliation, Futures, Options, CompTIA A+ Certification
Education
Rowan University 1996 — 1997
Bachelor's degree, Finance, 3.2
Camden County College 2012 — 2012
Technology Support Specialist
Widener University 2004 — 2005
Certificate in Taxation
Interactive Advisory Software December 2012 - Present
Legg Mason Investment June 2006 - October 2011
PFPC November 2003 - May 2006
Merrill Lynch / State Street Bank May 1999 - October 2003
Morgan Stanley Dean Witter December 1997 - April 1999
Skills
US Equities, Fixed Income, Mutual Funds, Staff Supervision, Capital Markets, High Net Worth..., Finance, Asset Allocation, Microsoft Office, Money Management, Money Market, Anti Money Laundering, Alternative Investments, Account Reconciliation, Futures, Options, CompTIA A+ Certification
Education
Rowan University 1996 — 1997
Bachelor's degree, Finance, 3.2
Camden County College 2012 — 2012
Technology Support Specialist
Widener University 2004 — 2005
Certificate in Taxation
Hewlett-Packard
SAP
Symantec
Intuit
HP
salesforce.com
Bloomberg LP
Autodesk