InvestCloud, Inc.
Industry: Software company
DescriptionFounded: 2010 Subsidiaries: rplan Limited, Babel Systems Limited
InvestCloud, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at InvestCloud, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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InvestCloud, Inc. Employees
Employee
Years
Job
Industry
Cassandra Flaws Cassandra Flaws's InvestCloud, Inc. Experience February 2014 - Present
Job Head of Professional Services Tampa at InvestCloud, Inc.
Industry Information Technology and Services
Experience
InvestCloud, Inc. February 2014 - Present
InvestCloud May 2013 - February 2014
LIGHT[PORT] August 2010 - May 2013
Christ Community Church August 2009 - August 2010
Chartwells Food Services August 2007 - May 2009
Skills
Production Managment, Project Planning, Project Management, Salesforce.com, Software Project..., Agile Methodologies
Education
Southeastern University 2005 — 2009
Bachelor of Science (B.S.), Psychology
InvestCloud, Inc. February 2014 - Present
InvestCloud May 2013 - February 2014
LIGHT[PORT] August 2010 - May 2013
Christ Community Church August 2009 - August 2010
Chartwells Food Services August 2007 - May 2009
Skills
Production Managment, Project Planning, Project Management, Salesforce.com, Software Project..., Agile Methodologies
Education
Southeastern University 2005 — 2009
Bachelor of Science (B.S.), Psychology
Christopher Galindez Christopher Galindez's InvestCloud, Inc. Experience April 2015 - Present
Job Web Designer/Developer
Industry Graphic Design
Experience
InvestCloud, Inc. April 2015 - Present
Self-Employed January 2013 - April 2015
NYS Office of the State Comptroller January 2014 - March 2015
NYS Retirement Communications Bureau May 2011 - January 2013
Skills
Dreamweaver, InDesign, Graphic Design, Typography, HTML, Logo Design, Web Design, Layout, Graphics, Adobe Acrobat, Mac, Illustrator, Flash, After Effects, Brochures, Posters, Social Media Marketing, Art, WordPress, Art Direction, Branding & Identity, Adobe Creative Suite, Photoshop, Photography, Motion Graphics
Education
The Sage Colleges-Sage College of Albany 2010 — 2012
BFA, Graphic Design
SUNY Cobleskill 2008 — 2009
Computer Information Systems, English
InvestCloud, Inc. April 2015 - Present
Self-Employed January 2013 - April 2015
NYS Office of the State Comptroller January 2014 - March 2015
NYS Retirement Communications Bureau May 2011 - January 2013
Skills
Dreamweaver, InDesign, Graphic Design, Typography, HTML, Logo Design, Web Design, Layout, Graphics, Adobe Acrobat, Mac, Illustrator, Flash, After Effects, Brochures, Posters, Social Media Marketing, Art, WordPress, Art Direction, Branding & Identity, Adobe Creative Suite, Photoshop, Photography, Motion Graphics
Education
The Sage Colleges-Sage College of Albany 2010 — 2012
BFA, Graphic Design
SUNY Cobleskill 2008 — 2009
Computer Information Systems, English
Diego Auvert Diego Auvert's InvestCloud, Inc. Experience December 2014 - Present
Job Business Analyst at InvestCloud, Inc.
Industry Financial Services
Experience
InvestCloud, Inc. December 2014 - Present
Kiva.org 2014 - 2014
Asesorías e Inversiones Brokerage Firm September 2010 - June 2013
ABA Servicios Financieros-Holding Company July 2006 - August 2010
Skills
Financial Modeling, Finance, Due Diligence, Private Equity, Investment Banking, Start-ups, Financial Accounting, DCF Valuation, Enterprise Valuation, Volunteering, Strategy, Investments, Portfolio Management, Corporate Finance, Valuation, Financial Analysis, Project Management, Analysis, Business Strategy, Management, Nonprofits, Microsoft Excel
Education
Hult International Business School 2013 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
Universidad de Los Andes 2009 — 2011
Master in Finance, Finance, General
Universidad de los Andes (VE) 2000 — 2006
Bachelor of Science in Economics
InvestCloud, Inc. December 2014 - Present
Kiva.org 2014 - 2014
Asesorías e Inversiones Brokerage Firm September 2010 - June 2013
ABA Servicios Financieros-Holding Company July 2006 - August 2010
Skills
Financial Modeling, Finance, Due Diligence, Private Equity, Investment Banking, Start-ups, Financial Accounting, DCF Valuation, Enterprise Valuation, Volunteering, Strategy, Investments, Portfolio Management, Corporate Finance, Valuation, Financial Analysis, Project Management, Analysis, Business Strategy, Management, Nonprofits, Microsoft Excel
Education
Hult International Business School 2013 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
Universidad de Los Andes 2009 — 2011
Master in Finance, Finance, General
Universidad de los Andes (VE) 2000 — 2006
Bachelor of Science in Economics
Samuel Simpson's InvestCloud, Inc. Experience June 2014 - Present
Job Production Support Specialist at InvestCloud, Inc.
Industry Financial Services
Experience
InvestCloud, Inc. June 2014 - Present
InvestCloud, Inc. June 2014 - Present
Kohl's Department Stores September 2011 - June 2014
Lowe’s Companies Canada February 2008 - August 2011
United States Marines August 2003 - August 2007
Skills
Military
Education
St. Petersburg College
Business Administration
InvestCloud, Inc. June 2014 - Present
InvestCloud, Inc. June 2014 - Present
Kohl's Department Stores September 2011 - June 2014
Lowe’s Companies Canada February 2008 - August 2011
United States Marines August 2003 - August 2007
Skills
Military
Education
St. Petersburg College
Business Administration
Candace Young Candace Young's InvestCloud, Inc. Experience July 2015 - Present
Job Creative Director at InvestCloud, Inc.
Industry Marketing and Advertising
Experience
InvestCloud, Inc. July 2015 - Present
CanCan Studios July 2003 - Present
InvestCloud, Inc. April 2014 - July 2015
Aegon October 2007 - May 2009
AEGON October 2006 - October 2007
The Tampa Tribune April 2001 - September 2006
Skills
Advertising, Email Marketing, Art Direction, Copywriting, Web Design, Graphic Design, Photography, Marketing Communications, Publishing, Creative Direction, Branding & Identity, Layout, Corporate Branding, Creative Writing, Illustrator, Brand Development, Logo Design, Adobe Creative Suite, Marketing Strategy, Graphics, Editorial, InDesign, Publications, Dreamweaver, Digital Illustration, CSS, Web Content Management, User Experience, Illustration, HTML 5, User Interface Design, Strategic Content..., Wireframes, Project Management, jQuery, Magazines, Multimedia, Corporate Identity, Typography, Website Development, prototyping, Site Maps, Quality Assurance
Education
University of Florida 1996 — 2000
Bachelor of Arts (BA), Visual Art Studies
Hillsborough High School 1993 — 1996
High School Diploma, International Baccalaureate Program
Codecademy.com
Computer Programming/Programmer, General
InvestCloud, Inc. July 2015 - Present
CanCan Studios July 2003 - Present
InvestCloud, Inc. April 2014 - July 2015
Aegon October 2007 - May 2009
AEGON October 2006 - October 2007
The Tampa Tribune April 2001 - September 2006
Skills
Advertising, Email Marketing, Art Direction, Copywriting, Web Design, Graphic Design, Photography, Marketing Communications, Publishing, Creative Direction, Branding & Identity, Layout, Corporate Branding, Creative Writing, Illustrator, Brand Development, Logo Design, Adobe Creative Suite, Marketing Strategy, Graphics, Editorial, InDesign, Publications, Dreamweaver, Digital Illustration, CSS, Web Content Management, User Experience, Illustration, HTML 5, User Interface Design, Strategic Content..., Wireframes, Project Management, jQuery, Magazines, Multimedia, Corporate Identity, Typography, Website Development, prototyping, Site Maps, Quality Assurance
Education
University of Florida 1996 — 2000
Bachelor of Arts (BA), Visual Art Studies
Hillsborough High School 1993 — 1996
High School Diploma, International Baccalaureate Program
Codecademy.com
Computer Programming/Programmer, General
Jiyi Tian Jiyi Tian's InvestCloud, Inc. Experience June 2014 - Present
Job Product Developer at InvestCloud, Inc.
Industry Information Technology and Services
Experience
InvestCloud, Inc. June 2014 - Present
Vocollect March 2013 - May 2014
USA TODAY September 2012 - March 2013
COGENT Infotech Corp. May 2011 - September 2012
Mobile Mongo February 2011 - April 2011
Skills
J2EE Application..., Custom CMS Development, Spring, EJB, Java, JSF, Struts, Hibernate 3.1, SQL, Oracle SQL, MySQL, SQL Server, Github, Tortoise SVN, JSON, JavaScript, XML, HTML, CSS, C#, PHP, Agile Modeling, JUnit, Selenium Testing, Microsoft SQL Server
Education
University of Florida 2010 — 2012
Master of Science (MS), Management Information Systems, General
University of Applied science luebeck 2009 — 2010
Bachelor, IT
InvestCloud, Inc. June 2014 - Present
Vocollect March 2013 - May 2014
USA TODAY September 2012 - March 2013
COGENT Infotech Corp. May 2011 - September 2012
Mobile Mongo February 2011 - April 2011
Skills
J2EE Application..., Custom CMS Development, Spring, EJB, Java, JSF, Struts, Hibernate 3.1, SQL, Oracle SQL, MySQL, SQL Server, Github, Tortoise SVN, JSON, JavaScript, XML, HTML, CSS, C#, PHP, Agile Modeling, JUnit, Selenium Testing, Microsoft SQL Server
Education
University of Florida 2010 — 2012
Master of Science (MS), Management Information Systems, General
University of Applied science luebeck 2009 — 2010
Bachelor, IT
Sunny Atluri Sunny Atluri's InvestCloud, Inc. Experience April 2014 - August 2015
Job Product Manager at Yext
Industry Computer Software
Experience
Yext August 2015 - Present
InvestCloud, Inc. April 2014 - August 2015
Oracle June 2010 - April 2014
Apple May 2009 - August 2009
Oracle May 2008 - August 2008
Intel September 2006 - May 2007
Skills
Product Management, Software Development, Java, Mobile Applications, C, SaaS, Cloud Applications
Education
Carnegie Mellon University 2006 — 2010
M.S. & B.S., Electrical & Computer Engineering
Yext August 2015 - Present
InvestCloud, Inc. April 2014 - August 2015
Oracle June 2010 - April 2014
Apple May 2009 - August 2009
Oracle May 2008 - August 2008
Intel September 2006 - May 2007
Skills
Product Management, Software Development, Java, Mobile Applications, C, SaaS, Cloud Applications
Education
Carnegie Mellon University 2006 — 2010
M.S. & B.S., Electrical & Computer Engineering
Colby Payne Colby Payne's InvestCloud, Inc. Experience May 2014 - May 2015
Job
Industry Computer Software
Experience
Yodlee May 2015 - Present
InvestCloud, Inc. May 2014 - May 2015
Advent Software September 2012 - May 2014
Advent Software April 2010 - September 2012
Advent Software January 2008 - April 2010
Xtiva Financial Systems March 2002 - January 2008
Morgan Stanley January 2001 - January 2002
ePlanning Securities 1999 - 2001
R.J. O'Brien 1996 - 1998
Skills
Enterprise Software, Product Management, SaaS, Integration, Salesforce.com, Agile Methodologies, Business Analysis, Cross-functional Team..., Software Project..., Business Intelligence, Financial Services, CRM, Requirements Analysis, Process Improvement, Analytics, Strategic Partnerships, SDLC, Agile Project Management, Cloud Computing, Relationship Management, SWIFT messaging, Straight Through..., Rally, JIRA, FIX, Omgeo Oasys, Project Management, Public Speaking, Strategy, Product Marketing, Solutions Marketing, Solution Development, Competitive Analysis, SQL, Microsoft SQL Server, VMware Workstation, XML
Education
University of Oregon 1992 — 1996
Bachelor's degree, Biology, General
Yodlee May 2015 - Present
InvestCloud, Inc. May 2014 - May 2015
Advent Software September 2012 - May 2014
Advent Software April 2010 - September 2012
Advent Software January 2008 - April 2010
Xtiva Financial Systems March 2002 - January 2008
Morgan Stanley January 2001 - January 2002
ePlanning Securities 1999 - 2001
R.J. O'Brien 1996 - 1998
Skills
Enterprise Software, Product Management, SaaS, Integration, Salesforce.com, Agile Methodologies, Business Analysis, Cross-functional Team..., Software Project..., Business Intelligence, Financial Services, CRM, Requirements Analysis, Process Improvement, Analytics, Strategic Partnerships, SDLC, Agile Project Management, Cloud Computing, Relationship Management, SWIFT messaging, Straight Through..., Rally, JIRA, FIX, Omgeo Oasys, Project Management, Public Speaking, Strategy, Product Marketing, Solutions Marketing, Solution Development, Competitive Analysis, SQL, Microsoft SQL Server, VMware Workstation, XML
Education
University of Oregon 1992 — 1996
Bachelor's degree, Biology, General
Brian Barnicle Brian Barnicle's InvestCloud, Inc. Experience September 2014 - Present
Job Owner Barnicle Consulting LLC
Industry Financial Services
Experience
Barnicle Consulting LLC July 2015 - Present
InvestCloud, Inc. September 2014 - Present
Neuberger Berman September 2012 - September 2014
Deloitte & Touche LLP June 2010 - September 2012
Sr. Consultant - Capital Markets Consulting at Deloitte & Touche LLP February 2008 - June 2010
Mesirow Financial February 2006 - February 2008
Nuveen Investments September 2005 - February 2006
CheckFree March 2003 - November 2004
Zurich Scudder Investment February 2001 - August 2002
The Second City 2001 - 2002
Skills
Portfolio Management, Equities, Trading, Capital Markets, Investments, Compliance, Procedure Development, System Architecture, Fixed Income Technology, Compliance Testing, Business Analysis, Asset Management, Finance, Securities, Trading Systems, Business Process, Team Management, Bonds, Financial Services, Investment Management, Bloomberg, Project Management, Risk Management, Fixed Income, SDLC, Analysis, Financial Risk, Software Documentation, Derivatives, Databases
Education
DePaul University 1998 — 2000
MBA, Information Technologies
DePaul University - Charles H. Kellstadt Graduate School of Business 1998 — 2000
MBA, MIS
DePaul University 1994 — 1997
Bachelor of Science, Finance and Marketing
Fenwick 1987 — 1991
University of Illinois at Urbana-Champaign
Barnicle Consulting LLC July 2015 - Present
InvestCloud, Inc. September 2014 - Present
Neuberger Berman September 2012 - September 2014
Deloitte & Touche LLP June 2010 - September 2012
Sr. Consultant - Capital Markets Consulting at Deloitte & Touche LLP February 2008 - June 2010
Mesirow Financial February 2006 - February 2008
Nuveen Investments September 2005 - February 2006
CheckFree March 2003 - November 2004
Zurich Scudder Investment February 2001 - August 2002
The Second City 2001 - 2002
Skills
Portfolio Management, Equities, Trading, Capital Markets, Investments, Compliance, Procedure Development, System Architecture, Fixed Income Technology, Compliance Testing, Business Analysis, Asset Management, Finance, Securities, Trading Systems, Business Process, Team Management, Bonds, Financial Services, Investment Management, Bloomberg, Project Management, Risk Management, Fixed Income, SDLC, Analysis, Financial Risk, Software Documentation, Derivatives, Databases
Education
DePaul University 1998 — 2000
MBA, Information Technologies
DePaul University - Charles H. Kellstadt Graduate School of Business 1998 — 2000
MBA, MIS
DePaul University 1994 — 1997
Bachelor of Science, Finance and Marketing
Fenwick 1987 — 1991
University of Illinois at Urbana-Champaign
Debra Ann Coburn Debra Ann Coburn's InvestCloud, Inc. Experience October 2014 - Present
Job Project Manager at InvestCloud, LLC
Industry Information Technology and Services
Experience
InvestCloud, Inc. October 2014 - Present
ELM Resources October 2012 - October 2014
BST CONSULTANTS June 2008 - October 2012
BST CONSULTANTS November 2006 - June 2008
LightPort, Inc. May 1999 - December 2004
Skills
Enterprise Software, SQL, Leadership, Business Analysis, Microsoft SQL Server, Business Requirements, Databases, Application Architecture, Technical Writing, SharePoint, Quality Assurance, Process Improvement, ERP, Project Management, SDLC, Security, Business Intelligence, Testing, Telecommunications, Networking, Management, Requirements Analysis, Integration, Agile Methodologies, Software Project..., Servers, Software Development, Software Documentation, Visio, Vendor Management, Training, Data Center, SaaS, Technical Support, Data Warehousing, IT Management, ETL, Oracle, TFS, Software Implementation, Enterprise Architecture, User Acceptance Testing, Quality Center, Software Quality..., Visual Basic, Unix, Requirements Gathering, Test Planning, .NET, Team Leadership
Education
University of South Florida 1994 — 1999
BS, MIS
InvestCloud, Inc. October 2014 - Present
ELM Resources October 2012 - October 2014
BST CONSULTANTS June 2008 - October 2012
BST CONSULTANTS November 2006 - June 2008
LightPort, Inc. May 1999 - December 2004
Skills
Enterprise Software, SQL, Leadership, Business Analysis, Microsoft SQL Server, Business Requirements, Databases, Application Architecture, Technical Writing, SharePoint, Quality Assurance, Process Improvement, ERP, Project Management, SDLC, Security, Business Intelligence, Testing, Telecommunications, Networking, Management, Requirements Analysis, Integration, Agile Methodologies, Software Project..., Servers, Software Development, Software Documentation, Visio, Vendor Management, Training, Data Center, SaaS, Technical Support, Data Warehousing, IT Management, ETL, Oracle, TFS, Software Implementation, Enterprise Architecture, User Acceptance Testing, Quality Center, Software Quality..., Visual Basic, Unix, Requirements Gathering, Test Planning, .NET, Team Leadership
Education
University of South Florida 1994 — 1999
BS, MIS
M. Romero M. Romero's InvestCloud, Inc. Experience May 2014 - April 2015
Job Technical Business Analyst /Windows 7 Migration Specialist at Tyco
Industry Information Technology and Services
Experience
Tyco April 2015 - Present
InvestCloud, Inc. May 2014 - April 2015
Con Edison October 2013 - May 2014
TD November 2012 - September 2013
Scholastic August 2012 - November 2012
Klik Technologies May 2012 - July 2012
TOSHIBA AMERICA BUSINESS SOLUTIONS June 2011 - May 2012
Verizon Wireless November 2010 - May 2011
Scholastic September 2009 - October 2010
UBS April 2004 - July 2009
Skills
Troubleshooting, Active Directory, Documentation, Computer Hardware, Microsoft Office, Windows, Customer Service, Customer Relations, Lotus Notes, XP, Problem Solving, Outlook, Operating Systems, Vendor Management, Software Documentation, VPN, Technical Support, Windows Server, Disaster Recovery, Hardware, Data Center, Microsoft Exchange, SharePoint, Servers, Citrix, Windows 7, DHCP, System Deployment, Network Administration, Networking, Security, Blackberry Enterprise..., Infrastructure, System Administration, BMC Remedy, TCP/IP, Access, Help Desk Support, SQL, Software Installation, Testing, Windows XP, Databases, VoIP, Visio, Requirements Analysis, Enterprise Architecture
Education
City University of New York-Hunter College 1995 — 2001
Bachelor, Arts
Borough of Manhattan Community College
Associate of Arts (A.A.), Business Administration and Management, General
Tyco April 2015 - Present
InvestCloud, Inc. May 2014 - April 2015
Con Edison October 2013 - May 2014
TD November 2012 - September 2013
Scholastic August 2012 - November 2012
Klik Technologies May 2012 - July 2012
TOSHIBA AMERICA BUSINESS SOLUTIONS June 2011 - May 2012
Verizon Wireless November 2010 - May 2011
Scholastic September 2009 - October 2010
UBS April 2004 - July 2009
Skills
Troubleshooting, Active Directory, Documentation, Computer Hardware, Microsoft Office, Windows, Customer Service, Customer Relations, Lotus Notes, XP, Problem Solving, Outlook, Operating Systems, Vendor Management, Software Documentation, VPN, Technical Support, Windows Server, Disaster Recovery, Hardware, Data Center, Microsoft Exchange, SharePoint, Servers, Citrix, Windows 7, DHCP, System Deployment, Network Administration, Networking, Security, Blackberry Enterprise..., Infrastructure, System Administration, BMC Remedy, TCP/IP, Access, Help Desk Support, SQL, Software Installation, Testing, Windows XP, Databases, VoIP, Visio, Requirements Analysis, Enterprise Architecture
Education
City University of New York-Hunter College 1995 — 2001
Bachelor, Arts
Borough of Manhattan Community College
Associate of Arts (A.A.), Business Administration and Management, General
Darshna Varia Darshna Varia's InvestCloud, Inc. Experience July 2015 - Present
Job InvestCloud, Inc.
Industry Information Technology and Services
Experience
InvestCloud, Inc. July 2015 - Present
Deloitte & Touche September 2009 - July 2015
Deloitte & Touche LLP - Capital Markets Consulting Practice June 2001 - September 2009
Kenindia Assurance, Nairobi, Kenya September 1997 - November 1999
Skills
Software Development, Business Analysis, Enterprise Risk..., Management Consulting, Analytics, Business Strategy, Business Intelligence, Process Improvement, Project Management, Due Diligence, Business Process..., Change Management, Private Equity, Hedge Funds, Sarbanes-Oxley Act, Financial Services, IT Strategy, ERP, Consulting, Business Transformation, PMO, Governance, SDLC, Business Process, Business Process...
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2000 — 2001
MS, CIS
Bentley University 2000 — 2001
MSCIS, Computer Information Science
University of Kent 1994 — 1997
BSc, Management Science with Computer Science
InvestCloud, Inc. July 2015 - Present
Deloitte & Touche September 2009 - July 2015
Deloitte & Touche LLP - Capital Markets Consulting Practice June 2001 - September 2009
Kenindia Assurance, Nairobi, Kenya September 1997 - November 1999
Skills
Software Development, Business Analysis, Enterprise Risk..., Management Consulting, Analytics, Business Strategy, Business Intelligence, Process Improvement, Project Management, Due Diligence, Business Process..., Change Management, Private Equity, Hedge Funds, Sarbanes-Oxley Act, Financial Services, IT Strategy, ERP, Consulting, Business Transformation, PMO, Governance, SDLC, Business Process, Business Process...
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2000 — 2001
MS, CIS
Bentley University 2000 — 2001
MSCIS, Computer Information Science
University of Kent 1994 — 1997
BSc, Management Science with Computer Science
Jim Lyons Jim Lyons's InvestCloud, Inc. Experience June 2014 - November 2014
Job Business Analyst at Ultimate Medical Academy
Industry Information Technology and Services
Experience
Ultimate Medical Academy July 2015 - Present
Arbitration Forums December 2014 - July 2015
InvestCloud, Inc. June 2014 - November 2014
Blue Health Intelligence January 2012 - June 2014
Intelimedix, a Blue Health Intelligence Company January 2012 - December 2013
WellCare April 2010 - January 2012
PMSI March 2009 - April 2010
Goldman Sachs September 2007 - February 2009
JCCL Inc July 2005 - September 2007
Clayton November 2004 - May 2005
Skills
Requirements Analysis, Data Warehousing, SDLC, Business Process, SharePoint, Requirements Gathering, Enterprise Software, Visio, Business Intelligence, Process Improvement, Business Analysis, Business Requirements, Business Process..., Agile Methodologies, Building Relationships, PMP, Management
Education
Sycamore
University of Cincinnati
Ultimate Medical Academy July 2015 - Present
Arbitration Forums December 2014 - July 2015
InvestCloud, Inc. June 2014 - November 2014
Blue Health Intelligence January 2012 - June 2014
Intelimedix, a Blue Health Intelligence Company January 2012 - December 2013
WellCare April 2010 - January 2012
PMSI March 2009 - April 2010
Goldman Sachs September 2007 - February 2009
JCCL Inc July 2005 - September 2007
Clayton November 2004 - May 2005
Skills
Requirements Analysis, Data Warehousing, SDLC, Business Process, SharePoint, Requirements Gathering, Enterprise Software, Visio, Business Intelligence, Process Improvement, Business Analysis, Business Requirements, Business Process..., Agile Methodologies, Building Relationships, PMP, Management
Education
Sycamore
University of Cincinnati
Ciara Allen Ciara Allen's InvestCloud, Inc. Experience August 2015 - Present
Job Business Analyst at InvestCloud, Inc.
Industry Financial Services
Experience
InvestCloud, Inc. August 2015 - Present
Southern California Gas Company, Sempra Energy August 2014 - August 2015
Southern California Gas Company, Sempra Energy June 2014 - August 2014
10 Large Recordings July 2012 - August 2014
North Star Resource Group March 2013 - August 2013
Skills
Music, Marketing, Financial Forecasting, Market Research, Leadership, Financial Analysis, Advertising, Social Media, Research, Data Analysis, Benefit Cost Analysis, Business Development, Microsoft Excel, Management, Matlab, SQL, SAP, Visual Basic
Education
University of California, San Diego 2012 — 2014
Bachelor of Arts (B.A.), Economics
The University of British Columbia 2010 — 2012
Bachelor of Arts (B.A.), Economics
Middlesex School
Secondary School
InvestCloud, Inc. August 2015 - Present
Southern California Gas Company, Sempra Energy August 2014 - August 2015
Southern California Gas Company, Sempra Energy June 2014 - August 2014
10 Large Recordings July 2012 - August 2014
North Star Resource Group March 2013 - August 2013
Skills
Music, Marketing, Financial Forecasting, Market Research, Leadership, Financial Analysis, Advertising, Social Media, Research, Data Analysis, Benefit Cost Analysis, Business Development, Microsoft Excel, Management, Matlab, SQL, SAP, Visual Basic
Education
University of California, San Diego 2012 — 2014
Bachelor of Arts (B.A.), Economics
The University of British Columbia 2010 — 2012
Bachelor of Arts (B.A.), Economics
Middlesex School
Secondary School
Safia Abdalla Safia Abdalla's InvestCloud, Inc. Experience June 2015 - September 2015
Job Data Scientist
Industry Information Technology and Services
Experience
Project Jupyter August 2015 - Present
CodeHS September 2014 - Present
InvestCloud, Inc. June 2015 - September 2015
Solin Systems Inc. March 2013 - July 2015
SapientNitro October 2014 - June 2015
Bank of America June 2014 - August 2014
Chicago Public Schools February 2011 - March 2013
Skills
C++, C, Python, Javascript, HTML, HTML5, CSS, CSS3, R, Node.js, Git, Github, PHP, Unix, MongoDB, SQL
Education
Northwestern University 2014 — 2018
Bachelor of Science (B.S.)
Northside College Preparatory High School 2010 — 2014
Project Jupyter August 2015 - Present
CodeHS September 2014 - Present
InvestCloud, Inc. June 2015 - September 2015
Solin Systems Inc. March 2013 - July 2015
SapientNitro October 2014 - June 2015
Bank of America June 2014 - August 2014
Chicago Public Schools February 2011 - March 2013
Skills
C++, C, Python, Javascript, HTML, HTML5, CSS, CSS3, R, Node.js, Git, Github, PHP, Unix, MongoDB, SQL
Education
Northwestern University 2014 — 2018
Bachelor of Science (B.S.)
Northside College Preparatory High School 2010 — 2014
Damien Santos Damien Santos's InvestCloud, Inc. Experience May 2015 - Present
Job Product Support Engineer at InvestCloud, Inc.
Industry Information Technology and Services
Experience
InvestCloud, Inc. May 2015 - Present
Insight March 2013 - May 2015
Barbeau Enterprises Inc May 2012 - March 2013
Kforce Inc May 2012 - August 2012
Verizon Information Services September 2006 - October 2007
Bright House Networks February 2005 - August 2006
Skills
Program Management, Microsoft Excel, Microsoft Office, Account Management, Business Analysis, Leadership, Project Management, Team Leadership, Sales, Management
Education
Colorado Technical University
Bachelor of Science in Information Technology, Software Application Programming, Freshman
InvestCloud, Inc. May 2015 - Present
Insight March 2013 - May 2015
Barbeau Enterprises Inc May 2012 - March 2013
Kforce Inc May 2012 - August 2012
Verizon Information Services September 2006 - October 2007
Bright House Networks February 2005 - August 2006
Skills
Program Management, Microsoft Excel, Microsoft Office, Account Management, Business Analysis, Leadership, Project Management, Team Leadership, Sales, Management
Education
Colorado Technical University
Bachelor of Science in Information Technology, Software Application Programming, Freshman
Troy Brisbois Troy Brisbois's InvestCloud, Inc. Experience March 2014 - Present
Job Technical Operations Manager InvestCloud, Inc.
Industry Information Technology and Services
Experience
InvestCloud, Inc. March 2014 - Present
Douglas C. Zahm, P.A. July 2013 - March 2014
Transamerica Asset Management, Inc. September 2006 - January 2013
Transamerica Fund Services, Inc. May 2003 - September 2006
Transamerica Fund Services, Inc. August 1999 - May 2003
Franklin Templeton Investments 1998 - 1999
United States Marine Corps September 1990 - September 1994
Skills
Securities, Mutual Funds, AML, Series 7, Investments, Asset Managment, Regulatory Requirements, Operational Risk..., Service Providers, Key Client Relationships, Compliance, Oversight, Operations Management, Customer Service, Policy Development, Communication, Auditing, Employee Engagement, Leadership Development, Team Leadership, Process Improvement, Personnel Supervision, Series 6, Business Continuity, Policy, Asset Management, Vendor Partnerships, Call Center..., Contact Center..., Asset Allocation, ETFs, Financial Services, Risk Management, Training, FINRA, Financial Reporting, Financial Risk, Investment Advisory, Alternative Investments, Uniform Combined State..., KYC, OFAC, Securities Regulation, Operational Risk, Trading, Financial Advisory, Options, Investment Management, Variable Annuities, Fixed Annuities
Education
St. Petersburg College 1994 — 1997
Associate of the Arts (A.A.), General Studies
St. Petersburg College 1994 — 1997
Associate of Science (A.S.), Criminal Justice
Largo Senior High School 1986 — 1990
High School Diploma, General Studies
InvestCloud, Inc. March 2014 - Present
Douglas C. Zahm, P.A. July 2013 - March 2014
Transamerica Asset Management, Inc. September 2006 - January 2013
Transamerica Fund Services, Inc. May 2003 - September 2006
Transamerica Fund Services, Inc. August 1999 - May 2003
Franklin Templeton Investments 1998 - 1999
United States Marine Corps September 1990 - September 1994
Skills
Securities, Mutual Funds, AML, Series 7, Investments, Asset Managment, Regulatory Requirements, Operational Risk..., Service Providers, Key Client Relationships, Compliance, Oversight, Operations Management, Customer Service, Policy Development, Communication, Auditing, Employee Engagement, Leadership Development, Team Leadership, Process Improvement, Personnel Supervision, Series 6, Business Continuity, Policy, Asset Management, Vendor Partnerships, Call Center..., Contact Center..., Asset Allocation, ETFs, Financial Services, Risk Management, Training, FINRA, Financial Reporting, Financial Risk, Investment Advisory, Alternative Investments, Uniform Combined State..., KYC, OFAC, Securities Regulation, Operational Risk, Trading, Financial Advisory, Options, Investment Management, Variable Annuities, Fixed Annuities
Education
St. Petersburg College 1994 — 1997
Associate of the Arts (A.A.), General Studies
St. Petersburg College 1994 — 1997
Associate of Science (A.S.), Criminal Justice
Largo Senior High School 1986 — 1990
High School Diploma, General Studies
J.P. Whelan's InvestCloud, Inc. Experience 2013 - Present
Job Board Member at Quri
Industry Venture Capital & Private Equity
Experience
Quri June 2015 - Present
GitPrime — Engineering Intelligence March 2015 - Present
InvestCloud, Inc. 2013 - Present
UserTesting.com 2012 - Present
RepairClinic.com 2010 - Present
Kern Whelan Capital, LLC 2007 - Present
Shopatron 2007 - Present
Prosper Marketplace, Inc. 2004 - 2006
J.P. Morgan Chase 2001 - 2004
Hambrecht & Quist 1999 - 2001
Skills
Venture Capital, Private Equity, Corporate Development, Start-ups, Investments, Valuation, Financial Modeling, Entrepreneurship, Alternative Investments, Due Diligence, Strategic Partnerships
Education
University of Chicago Law School 1991 — 1994
J.D., Law
Stanford University 1989 — 1990
M.A., English
Stanford University 1985 — 1989
B.A., English
Quri June 2015 - Present
GitPrime — Engineering Intelligence March 2015 - Present
InvestCloud, Inc. 2013 - Present
UserTesting.com 2012 - Present
RepairClinic.com 2010 - Present
Kern Whelan Capital, LLC 2007 - Present
Shopatron 2007 - Present
Prosper Marketplace, Inc. 2004 - 2006
J.P. Morgan Chase 2001 - 2004
Hambrecht & Quist 1999 - 2001
Skills
Venture Capital, Private Equity, Corporate Development, Start-ups, Investments, Valuation, Financial Modeling, Entrepreneurship, Alternative Investments, Due Diligence, Strategic Partnerships
Education
University of Chicago Law School 1991 — 1994
J.D., Law
Stanford University 1989 — 1990
M.A., English
Stanford University 1985 — 1989
B.A., English
Lionel Etrillard's InvestCloud, Inc. Experience December 2014 - Present
Job CFO at InvestCloud, Inc.
Industry Computer Software
Experience
InvestCloud, Inc. December 2014 - Present
iRise October 2007 - December 2014
DLC 2006 - 2007
Conexant Systems 2000 - 2006
Kittrich Corp May 1997 - May 2000
Rockwell Semiconductors 1994 - 1997
Skills
Revenue Recognition, Acquisition Integration, Mergers, Investor Relations, Financial Analysis, Mergers & Acquisitions, Sarbanes-Oxley Act, Financial Reporting, Strategy, Start-ups, SEC filings, Venture Capital, Forecasting, Strategic Partnerships, Corporate Development, Executive Management, Finance, Strategic Financial..., SaaS, Management, Financial Planning
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1992 — 1994
MBA, Finance
InvestCloud, Inc. December 2014 - Present
iRise October 2007 - December 2014
DLC 2006 - 2007
Conexant Systems 2000 - 2006
Kittrich Corp May 1997 - May 2000
Rockwell Semiconductors 1994 - 1997
Skills
Revenue Recognition, Acquisition Integration, Mergers, Investor Relations, Financial Analysis, Mergers & Acquisitions, Sarbanes-Oxley Act, Financial Reporting, Strategy, Start-ups, SEC filings, Venture Capital, Forecasting, Strategic Partnerships, Corporate Development, Executive Management, Finance, Strategic Financial..., SaaS, Management, Financial Planning
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1992 — 1994
MBA, Finance
Marlene Williams's InvestCloud, Inc. Experience December 2013 - October 2014
Job Professional Services Executive & Founder at MadeStateside
Industry Information Technology and Services
Experience
MadeStateside, LLC November 2014 - Present
Amore Opera June 2011 - Present
Amore Opera December 2009 - Present
InvestCloud, Inc. December 2013 - October 2014
PwC July 2011 - November 2013
Wall Street Systems March 2010 - July 2011
Advent Software November 2006 - January 2010
New York University September 2001 - August 2006
New York University January 2002 - May 2002
Zentropy Partners October 2000 - September 2001
Skills
Business Analysis, Project Management, Software Development, Leadership, Conflict Resolution, Logic Programming, Program Management, Analysis, Strategic Planning, Business Intelligence, SQL, Business Strategy, HTML, Business Development, Research, Product Management, XML, Integration, Software Project..., Management Consulting, Data Analysis, PMP, Microsoft SQL Server, JavaScript, Management, Databases, Web Development, Unix, Oracle, Perl, Linux, MySQL, Cross-functional Team..., Strategy, User Experience, Python, SaaS, Consulting, Professional Services, Agile Methodologies, Cloud Computing, Analytics, Social Media, SDLC, Marketing, Start-ups, Requirements Analysis, Enterprise Software
Education
University of California, Los Angeles
Professional Certificate
New York University
MS
University of Miami
BS
MadeStateside, LLC November 2014 - Present
Amore Opera June 2011 - Present
Amore Opera December 2009 - Present
InvestCloud, Inc. December 2013 - October 2014
PwC July 2011 - November 2013
Wall Street Systems March 2010 - July 2011
Advent Software November 2006 - January 2010
New York University September 2001 - August 2006
New York University January 2002 - May 2002
Zentropy Partners October 2000 - September 2001
Skills
Business Analysis, Project Management, Software Development, Leadership, Conflict Resolution, Logic Programming, Program Management, Analysis, Strategic Planning, Business Intelligence, SQL, Business Strategy, HTML, Business Development, Research, Product Management, XML, Integration, Software Project..., Management Consulting, Data Analysis, PMP, Microsoft SQL Server, JavaScript, Management, Databases, Web Development, Unix, Oracle, Perl, Linux, MySQL, Cross-functional Team..., Strategy, User Experience, Python, SaaS, Consulting, Professional Services, Agile Methodologies, Cloud Computing, Analytics, Social Media, SDLC, Marketing, Start-ups, Requirements Analysis, Enterprise Software
Education
University of California, Los Angeles
Professional Certificate
New York University
MS
University of Miami
BS
Jennie Wang's InvestCloud, Inc. Experience January 2015 - Present
Job Business Development at InvestCloud Inc.
Industry Financial Services
Experience
InvestCloud, Inc. January 2015 - Present
Skills
Data Analysis, Bloomberg, Hedge Funds, Statistics, Financial Modeling, Equities, Microsoft Excel, Financial Analysis
Education
The Johns Hopkins University 2004 — 2008
B.S., Biomedical Engineering
University High School 2000 — 2004
InvestCloud, Inc. January 2015 - Present
Skills
Data Analysis, Bloomberg, Hedge Funds, Statistics, Financial Modeling, Equities, Microsoft Excel, Financial Analysis
Education
The Johns Hopkins University 2004 — 2008
B.S., Biomedical Engineering
University High School 2000 — 2004
Jeffrey Fung's InvestCloud, Inc. Experience December 2013 - December 2014
Job Support Analyst
Industry Computer Software
Experience
First Republic Bank: Private Wealth Management January 2015 - Present
InvestCloud, Inc. December 2013 - December 2014
Advent Software October 2010 - December 2013
Skills
Microsoft SQL Server, SaaS, Salesforce.com, SQL, Data Warehousing, Capital Markets, Securities, ETL Testing, ETL Tools, Microsoft Office, Wealth Management, Performance Management, Data Analysis
Education
University of California, Berkeley 2001 — 2005
Bachelor of Arts (BA), Legal Studies
First Republic Bank: Private Wealth Management January 2015 - Present
InvestCloud, Inc. December 2013 - December 2014
Advent Software October 2010 - December 2013
Skills
Microsoft SQL Server, SaaS, Salesforce.com, SQL, Data Warehousing, Capital Markets, Securities, ETL Testing, ETL Tools, Microsoft Office, Wealth Management, Performance Management, Data Analysis
Education
University of California, Berkeley 2001 — 2005
Bachelor of Arts (BA), Legal Studies
Dominic Lau's InvestCloud, Inc. Experience July 2013 - Present
Job Technologist at InvestCloud LLC
Industry Information Technology and Services
Experience
InvestCloud, Inc. July 2013 - Present
Conifer Financial Services August 2007 - July 2013
Direct SF 2000 - 2008
Single Point of Contact January 2002 - August 2006
iLux 2000 - 2001
United Defense September 1999 - May 2000
Skills
Disaster Recovery, Data Center, Cloud Computing, Microsoft SQL Server, IT Management, Windows, SQL, Project Management, Vendor Management, Software Documentation, Virtualization, VMware, WINS, Active Directory, Cisco Technologies, Enterprise Architecture, Microsoft Exchange, Infrastructure, Backup Exec, Integration, Visio, Networking, Business Analysis, Databases, Hedge Funds
Education
San Jose State University
BS, Mechanical Engineering
InvestCloud, Inc. July 2013 - Present
Conifer Financial Services August 2007 - July 2013
Direct SF 2000 - 2008
Single Point of Contact January 2002 - August 2006
iLux 2000 - 2001
United Defense September 1999 - May 2000
Skills
Disaster Recovery, Data Center, Cloud Computing, Microsoft SQL Server, IT Management, Windows, SQL, Project Management, Vendor Management, Software Documentation, Virtualization, VMware, WINS, Active Directory, Cisco Technologies, Enterprise Architecture, Microsoft Exchange, Infrastructure, Backup Exec, Integration, Visio, Networking, Business Analysis, Databases, Hedge Funds
Education
San Jose State University
BS, Mechanical Engineering
Amol Mankar's InvestCloud, Inc. Experience September 2014 - Present
Job Product Developer at InvestCloud, Inc.
Industry Computer Software
Experience
InvestCloud, Inc. September 2014 - Present
Hyades Technology May 2013 - August 2013
Cybage July 2010 - July 2012
Skills
Java, JSP, C/C++, HTML 5, CSS, JavaScript, jQuery, Cilk(Multicore..., Haskell, Prolog, Matlab, Spring, C++, Hibernate, XML, MySQL, Struts, HTML5, Spring Framework
Education
SUNY Binghamton 2012 — 2014
Master's degree, Computer Science
University of Pune 2006 — 2010
Bachelor of Engineering (B.E.), Computer Engineering
InvestCloud, Inc. September 2014 - Present
Hyades Technology May 2013 - August 2013
Cybage July 2010 - July 2012
Skills
Java, JSP, C/C++, HTML 5, CSS, JavaScript, jQuery, Cilk(Multicore..., Haskell, Prolog, Matlab, Spring, C++, Hibernate, XML, MySQL, Struts, HTML5, Spring Framework
Education
SUNY Binghamton 2012 — 2014
Master's degree, Computer Science
University of Pune 2006 — 2010
Bachelor of Engineering (B.E.), Computer Engineering
Bhavana Sudharshan's InvestCloud, Inc. Experience January 2012 - Present
Job Senior Analyst Programmer at InvestCloud Inc
Industry Financial Services
Experience
InvestCloud, Inc. January 2012 - Present
California State University, Fullerton August 2010 - February 2012
California State University, Fullerton August 2011 - September 2011
M.S.Ramaiah Institute Of Technology August 2007 - May 2008
Skills
Java, Java Enterprise Edition, Sun Certified Java..., J2EE, Web Development, PHP Applications, MySQL, JavaScript, XML, PHP, Oracle
Education
Cal State Fullerton 2010 — 2011
Master of Science (MS), Computer Science
M.S.Ramaiah Institute Of Technology 2004 — 2008
Bachelor of Engineering, Computer Science
InvestCloud, Inc. January 2012 - Present
California State University, Fullerton August 2010 - February 2012
California State University, Fullerton August 2011 - September 2011
M.S.Ramaiah Institute Of Technology August 2007 - May 2008
Skills
Java, Java Enterprise Edition, Sun Certified Java..., J2EE, Web Development, PHP Applications, MySQL, JavaScript, XML, PHP, Oracle
Education
Cal State Fullerton 2010 — 2011
Master of Science (MS), Computer Science
M.S.Ramaiah Institute Of Technology 2004 — 2008
Bachelor of Engineering, Computer Science
Hewlett-Packard
SAP
Symantec
Intuit
HP
salesforce.com
Bloomberg LP
Autodesk