InvestCloud LLC
Industry: Software company
DescriptionFounded: 2010 Subsidiaries: rplan Limited, Babel Systems Limited
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InvestCloud LLC Employees
Employee
Years
Job
Industry
Colin Close Colin Close's InvestCloud LLC Experience July 2010 - Present
Job
Industry Computer Software
Experience
InvestCloud LLC July 2010 - Present
Netik November 1999 - July 2010
Bankers Trust / Deutsche Bank 1997 - 1999
Chase Manhattan Bank 1988 - 1997
GKN Chep Limited 1979 - 1988
Skills
Business Intelligence, Trading, Hedge Funds, Equities, Asset Management, Financial Services, Trading Systems, Derivatives, Capital Markets, Business Analysis, Investments, Portfolio Management
Education
Cranfield University - Cranfield School of Management 1984 — 1986
MBA
Culford 1968 — 1973
InvestCloud LLC July 2010 - Present
Netik November 1999 - July 2010
Bankers Trust / Deutsche Bank 1997 - 1999
Chase Manhattan Bank 1988 - 1997
GKN Chep Limited 1979 - 1988
Skills
Business Intelligence, Trading, Hedge Funds, Equities, Asset Management, Financial Services, Trading Systems, Derivatives, Capital Markets, Business Analysis, Investments, Portfolio Management
Education
Cranfield University - Cranfield School of Management 1984 — 1986
MBA
Culford 1968 — 1973
Eli Brown Eli Brown's InvestCloud LLC Experience March 2013 - May 2015
Job Vice President Chase Paymentech
Industry Financial Services
Experience
Chase Paymentech May 2015 - Present
Preschoology 2013 - Present
InvestCloud LLC March 2013 - May 2015
Goldman Sachs Administration Services (GSAS) 2006 - 2012
Goldman Sachs Equities Division 2003 - 2006
Goldman Sachs Technology Division 2001 - 2003
Skills
Project Management, Product Development, Product Management, Software Project..., Process Optimization, Manage Client..., Client Issue Resolution, Vendor Management, Vendor Relationships, Vendor Management Skills, Vendor Management..., Trading Systems, Accounting Applications, Fund Accounting, Investor Relations, Investor Reporting, Fund Administration, Software Quality..., User Acceptance Testing, User Experience, Business Analysis, Business Process..., Business Relationship..., Business Requirements, Requirement..., Prime Brokerage, Software Development, Financial Services, Leadership, Hedge Funds, Alternative Investments, CRM, Middle Office, Equity Trading, Entrepreneurship, Management
Education
Polytechnic University 1997 — 2001
B.S., Computer Engineering
Chase Paymentech May 2015 - Present
Preschoology 2013 - Present
InvestCloud LLC March 2013 - May 2015
Goldman Sachs Administration Services (GSAS) 2006 - 2012
Goldman Sachs Equities Division 2003 - 2006
Goldman Sachs Technology Division 2001 - 2003
Skills
Project Management, Product Development, Product Management, Software Project..., Process Optimization, Manage Client..., Client Issue Resolution, Vendor Management, Vendor Relationships, Vendor Management Skills, Vendor Management..., Trading Systems, Accounting Applications, Fund Accounting, Investor Relations, Investor Reporting, Fund Administration, Software Quality..., User Acceptance Testing, User Experience, Business Analysis, Business Process..., Business Relationship..., Business Requirements, Requirement..., Prime Brokerage, Software Development, Financial Services, Leadership, Hedge Funds, Alternative Investments, CRM, Middle Office, Equity Trading, Entrepreneurship, Management
Education
Polytechnic University 1997 — 2001
B.S., Computer Engineering
Brett Heinz Brett Heinz's InvestCloud LLC Experience April 2013 - Present
Job Director User Experience at Investcloud LLC
Industry Information Technology and Services
Experience
Investcloud LLC April 2013 - Present
LightPort, Inc. November 2011 - April 2013
Skills
HTML, jQuery UI, jQuery, JavaScript, CSS, CSS3, HTML 5, Photoshop, Dreamweaver, Web Design, Financial Reporting, SQL, User Experience, ASP, Business Analysis, Front-end, Web Development, .NET, Software Development, Flash
Education
Southeastern University 2005 — 2008
Bachelor of Science (B.S.), Practical Theology
Investcloud LLC April 2013 - Present
LightPort, Inc. November 2011 - April 2013
Skills
HTML, jQuery UI, jQuery, JavaScript, CSS, CSS3, HTML 5, Photoshop, Dreamweaver, Web Design, Financial Reporting, SQL, User Experience, ASP, Business Analysis, Front-end, Web Development, .NET, Software Development, Flash
Education
Southeastern University 2005 — 2008
Bachelor of Science (B.S.), Practical Theology
Alex Manos Alex Manos's InvestCloud LLC Experience January 2014 - January 2015
Job Experienced Professional with a focus in Finance and IT
Industry Banking
Experience
InvestCloud LLC January 2014 - January 2015
GTE Financial February 2012 - January 2014
Strategic Investment Partners, LLC May 2008 - December 2011
The Bank of Tampa April 2005 - May 2008
Skills
Compliance, Credit, Banking, Financial Analysis, Customer Service, Investments, Commercial Lending, Consumer Lending, Real Estate, Mortgage Lending
Education
University of South Florida
Bachelor of Science, Finance Major
InvestCloud LLC January 2014 - January 2015
GTE Financial February 2012 - January 2014
Strategic Investment Partners, LLC May 2008 - December 2011
The Bank of Tampa April 2005 - May 2008
Skills
Compliance, Credit, Banking, Financial Analysis, Customer Service, Investments, Commercial Lending, Consumer Lending, Real Estate, Mortgage Lending
Education
University of South Florida
Bachelor of Science, Finance Major
William Bailey's InvestCloud LLC Experience May 2012 - Present
Job Head of Product
Industry Financial Services
Experience
InvestCloud LLC May 2012 - Present
The Conifer Group, LLC August 2008 - May 2012
Accenture Technology Labs August 2007 - August 2008
Accenture Capital Markets Solutions Group December 2006 - August 2007
Random Walk Computing July 2005 - August 2006
Northrop Grumman Corp June 2003 - January 2005
Skills
Product Development, C#, Software Project..., Enterprise Software, Trading Systems, Financial Software..., Computer Vision, Python, Ruby on Rails, Django, Data Analysis, Big Data, Financial Instruments, Business Analysis, Product Management
Education
Northwestern University
BS
InvestCloud LLC May 2012 - Present
The Conifer Group, LLC August 2008 - May 2012
Accenture Technology Labs August 2007 - August 2008
Accenture Capital Markets Solutions Group December 2006 - August 2007
Random Walk Computing July 2005 - August 2006
Northrop Grumman Corp June 2003 - January 2005
Skills
Product Development, C#, Software Project..., Enterprise Software, Trading Systems, Financial Software..., Computer Vision, Python, Ruby on Rails, Django, Data Analysis, Big Data, Financial Instruments, Business Analysis, Product Management
Education
Northwestern University
BS
Spencer Bailey Spencer Bailey's InvestCloud LLC Experience February 2012 - Present
Job Professional Services Manager at InvestCloud LLC
Industry Information Technology and Services
Experience
InvestCloud LLC February 2012 - Present
Gilead Sciences October 2011 - February 2012
Syracuse University November 2008 - January 2012
Conifer Securities June 2010 - August 2010
White Plains City School District June 2007 - August 2009
Syracuse University February 2008 - June 2008
Coveleigh Club June 2006 - June 2007
Skills
Project Management, Customer Service, Technical Support, Resource Allocation, Time Management, Production Support, Problem Solving, HTML, Research, Security, PowerPoint, Management, SharePoint, Leadership, Software Documentation, Cloud Computing, Access, Microsoft Office, Help Desk Support, Microsoft SQL Server, Data Analysis, Business Intelligence, Microsoft Word, SQL, Networking, Visio, Troubleshooting, System Administration, Business Analysis
Education
Syracuse University 2007 — 2011
B.A., Information Management
City University of Hong Kong 2009 — 2009
Fall Semester Junior Year
WPHS
InvestCloud LLC February 2012 - Present
Gilead Sciences October 2011 - February 2012
Syracuse University November 2008 - January 2012
Conifer Securities June 2010 - August 2010
White Plains City School District June 2007 - August 2009
Syracuse University February 2008 - June 2008
Coveleigh Club June 2006 - June 2007
Skills
Project Management, Customer Service, Technical Support, Resource Allocation, Time Management, Production Support, Problem Solving, HTML, Research, Security, PowerPoint, Management, SharePoint, Leadership, Software Documentation, Cloud Computing, Access, Microsoft Office, Help Desk Support, Microsoft SQL Server, Data Analysis, Business Intelligence, Microsoft Word, SQL, Networking, Visio, Troubleshooting, System Administration, Business Analysis
Education
Syracuse University 2007 — 2011
B.A., Information Management
City University of Hong Kong 2009 — 2009
Fall Semester Junior Year
WPHS
Michael Demko Michael Demko's InvestCloud LLC Experience June 2013 - September 2014
Job Quality Assurance Analyst at AFS Technologies, Inc.
Industry Information Technology and Services
Experience
AFS Technologies, Inc. April 2015 - Present
VeriFone September 2014 - April 2015
InvestCloud LLC June 2013 - September 2014
LightPort, Inc. March 2011 - June 2013
LightPort, Inc. April 2010 - April 2011
ByDesign Technologies August 2009 - April 2010
Advantage International, Inc June 2009 - August 2009
LightPort, Inc. October 2005 - April 2009
Self - Employed 2003 - 2007
Kablelink Communications February 2005 - September 2005
Skills
Quality Assurance, Troubleshooting, Active Directory, Customer Service, Networking, Help Desk Support, Technical Support, SharePoint, Computer Hardware, Access, Project Management, Windows, Databases, Management, Software Installation, HTML, Windows 7, Process Improvement, Call Center, Software Development, TCP/IP, SQL, Technical Writing
Education
University of South Florida 1996 — 1999
None, Computer Science
Stetson University 1994 — 1996
Jesuit High School 1990 — 1994
Diploma, General Education
AFS Technologies, Inc. April 2015 - Present
VeriFone September 2014 - April 2015
InvestCloud LLC June 2013 - September 2014
LightPort, Inc. March 2011 - June 2013
LightPort, Inc. April 2010 - April 2011
ByDesign Technologies August 2009 - April 2010
Advantage International, Inc June 2009 - August 2009
LightPort, Inc. October 2005 - April 2009
Self - Employed 2003 - 2007
Kablelink Communications February 2005 - September 2005
Skills
Quality Assurance, Troubleshooting, Active Directory, Customer Service, Networking, Help Desk Support, Technical Support, SharePoint, Computer Hardware, Access, Project Management, Windows, Databases, Management, Software Installation, HTML, Windows 7, Process Improvement, Call Center, Software Development, TCP/IP, SQL, Technical Writing
Education
University of South Florida 1996 — 1999
None, Computer Science
Stetson University 1994 — 1996
Jesuit High School 1990 — 1994
Diploma, General Education
Lori Brisbois's InvestCloud LLC Experience June 2013 - Present
Job Vice President at InvestCloud LLC
Industry Information Technology and Services
Experience
InvestCloud LLC June 2013 - Present
LightPort, Inc. October 2000 - June 2013
Raymond James & Co. April 2000 - October 2000
Franklin Templeton Investments July 1999 - February 2000
Franklin Templeton Investments July 1998 - July 1999
Skills
Portfolio Management, Relationship Management, Relationship..., Sales, Salesforce.com, SaaS, Customer-facing, Customer Satisfaction, Sales Growth, Strategic Partnerships, Partner Management, Sales Execution, C-Level Sales Experience, Product Demonstration, Financial Services, Sales Process, Solution Selling, Management, Cloud Computing, Asset Management, B2B, Business Development, C Level Selling, Consulting, Disaster Recovery, Executive Management, Finance, Lead Generation, Leadership, Start-ups
Education
University of South Florida College of Arts and Sciences 1996 — 1998
Bachelor's Degree, 3.8
University of South Florida
Bachelor's degree, Women's Studies
InvestCloud LLC June 2013 - Present
LightPort, Inc. October 2000 - June 2013
Raymond James & Co. April 2000 - October 2000
Franklin Templeton Investments July 1999 - February 2000
Franklin Templeton Investments July 1998 - July 1999
Skills
Portfolio Management, Relationship Management, Relationship..., Sales, Salesforce.com, SaaS, Customer-facing, Customer Satisfaction, Sales Growth, Strategic Partnerships, Partner Management, Sales Execution, C-Level Sales Experience, Product Demonstration, Financial Services, Sales Process, Solution Selling, Management, Cloud Computing, Asset Management, B2B, Business Development, C Level Selling, Consulting, Disaster Recovery, Executive Management, Finance, Lead Generation, Leadership, Start-ups
Education
University of South Florida College of Arts and Sciences 1996 — 1998
Bachelor's Degree, 3.8
University of South Florida
Bachelor's degree, Women's Studies
Victor Wood, CFA's InvestCloud LLC Experience August 2011 - November 2012
Job Quantitative Developer at T2AM, LLC
Industry Investment Management
Experience
T2AM, LLC November 2014 - Present
Independent February 2011 - November 2014
InvestCloud LLC August 2011 - November 2012
Coast Asset Management July 1992 - February 2011
Skills
Hedge Funds, Derivatives, Trading, Bloomberg, Market Data, Asset Managment, Investments, Equities, Alternative Investments, SQL, Portfolio Management, Trading Systems, Asset Management, SAS, C++, C#, Java, Financial Risk, Matlab, VB.NET, Financial Modeling, Fund Of Funds, Fixed Income, Capital Markets, Bonds, Equity Research, Quantitative Analytics, Hedging, Quantitative Investing, TradeStation, Reuters, Risk Management, Investment Management, Asset Allocation, Quantitative Finance, Equity Derivatives, Hedge Fund Replication, CRAN R-Project, @nalyst, VBA, Structured Finance
Education
University of California, Los Angeles 1988 — 1991
BA, Economics, Computer
T2AM, LLC November 2014 - Present
Independent February 2011 - November 2014
InvestCloud LLC August 2011 - November 2012
Coast Asset Management July 1992 - February 2011
Skills
Hedge Funds, Derivatives, Trading, Bloomberg, Market Data, Asset Managment, Investments, Equities, Alternative Investments, SQL, Portfolio Management, Trading Systems, Asset Management, SAS, C++, C#, Java, Financial Risk, Matlab, VB.NET, Financial Modeling, Fund Of Funds, Fixed Income, Capital Markets, Bonds, Equity Research, Quantitative Analytics, Hedging, Quantitative Investing, TradeStation, Reuters, Risk Management, Investment Management, Asset Allocation, Quantitative Finance, Equity Derivatives, Hedge Fund Replication, CRAN R-Project, @nalyst, VBA, Structured Finance
Education
University of California, Los Angeles 1988 — 1991
BA, Economics, Computer
Vicent Sos Muñoz's InvestCloud LLC Experience May 2011 - Present
Job Chief Architect Officer, InvestCloud Llc
Industry Information Technology and Services
Experience
InvestCloud LLC May 2011 - Present
Netik December 2006 - May 2011
Netik June 2003 - September 2006
BYG Systems January 1997 - November 1997
LISITT - Robotics Institute of Valencia January 1996 - January 1997
Skills
Product Management, Business Analysis, Cloud Computing, Management, SaaS, Software Project..., Enterprise Software, Software Development, Business Intelligence, IT Strategy, Management Consulting, Agile Methodologies, Project Management, SDLC, Data Warehousing, Financial Services, Start-ups, Integration, SQL, Business Development, Strategy, IT Management, Business Strategy, Consulting, Program Management, Enterprise Architecture, E-commerce, Outsourcing, Vendor Management, Strategic Partnerships, Analytics
Education
IESE Business School - University of Navarra 2007 — 2008
Global Executive MBA
Universitat Jaume I 1991 — 1996
Engineering, Computer Science
University of California, Los Angeles
InvestCloud LLC May 2011 - Present
Netik December 2006 - May 2011
Netik June 2003 - September 2006
BYG Systems January 1997 - November 1997
LISITT - Robotics Institute of Valencia January 1996 - January 1997
Skills
Product Management, Business Analysis, Cloud Computing, Management, SaaS, Software Project..., Enterprise Software, Software Development, Business Intelligence, IT Strategy, Management Consulting, Agile Methodologies, Project Management, SDLC, Data Warehousing, Financial Services, Start-ups, Integration, SQL, Business Development, Strategy, IT Management, Business Strategy, Consulting, Program Management, Enterprise Architecture, E-commerce, Outsourcing, Vendor Management, Strategic Partnerships, Analytics
Education
IESE Business School - University of Navarra 2007 — 2008
Global Executive MBA
Universitat Jaume I 1991 — 1996
Engineering, Computer Science
University of California, Los Angeles
Stacey Barnard's InvestCloud LLC Experience June 2013 - August 2013
Job Library Media Specialist Gulfport Elementary School at Pinellas County Schools
Industry Financial Services
Experience
Pinellas County Schools August 2013 - Present
InvestCloud LLC June 2013 - August 2013
LIGHT[PORT] August 2010 - June 2013
Scholastic Book Fairs 2004 - 2009
Skills
Customer Service, Investments, Financial Services, Product Management, Portfolio Management, Asset Managment, Wealth Management, Business Analysis, Business Development, New Business Development, Solution Selling, Lead Generation, Negotiation, Hedge Funds, Go To Meeting, Salesforce.com, Fundraising, Large-scale Event..., Planning & Execution of..., Press Relations, Territory..., Institutional Selling, Microsoft Office, Microsoft Excel, Sales Process
Education
University of South Florida 1994 — 1997
BA, Mass Communications/Public Relations
Pinellas County Schools August 2013 - Present
InvestCloud LLC June 2013 - August 2013
LIGHT[PORT] August 2010 - June 2013
Scholastic Book Fairs 2004 - 2009
Skills
Customer Service, Investments, Financial Services, Product Management, Portfolio Management, Asset Managment, Wealth Management, Business Analysis, Business Development, New Business Development, Solution Selling, Lead Generation, Negotiation, Hedge Funds, Go To Meeting, Salesforce.com, Fundraising, Large-scale Event..., Planning & Execution of..., Press Relations, Territory..., Institutional Selling, Microsoft Office, Microsoft Excel, Sales Process
Education
University of South Florida 1994 — 1997
BA, Mass Communications/Public Relations
Steve Allfrey's InvestCloud LLC Experience September 2013 - July 2014
Job System Administrator at BIC Graphic USA
Industry Information Technology and Services
Experience
BIC Graphic USA July 2014 - Present
InvestCloud LLC September 2013 - July 2014
DTCC May 2013 - September 2013
Exelis 2011 - 2013
ITT Exelis 2006 - 2010
Florida Title Techs, LLC 2005 - 2006
Codilis & Stariwarski, P.A. 2000 - 2005
Skills
Network Administration, System Administration, Active Directory, Systems Engineering, Red Hat Linux, CentOS, SharePoint, HTML, css, jQuery, Linux System..., Windows XP Pro, Windows Server, NetApp Filers, ASP.NET, LDAP Administration, VMware ESX, NFS, Nagios, Postfix, MySQL, DNS, Samba, Sendmail, Cisco VoIP, Tortoise SVN, Kickstart, YUM, Bash, Shell Scripting, VNC, Apache 2, DHCP, Puppet, SSH, Secure FTP, Network Security, Program Management, VMware, Servers, Security Clearance, Visio, Firewalls, Security, Help Desk Support, Linux, Networking, IT Management, IT Operations
Education
St. Petersburg College 2003 — 2005
BS, Information Technology Management
BIC Graphic USA July 2014 - Present
InvestCloud LLC September 2013 - July 2014
DTCC May 2013 - September 2013
Exelis 2011 - 2013
ITT Exelis 2006 - 2010
Florida Title Techs, LLC 2005 - 2006
Codilis & Stariwarski, P.A. 2000 - 2005
Skills
Network Administration, System Administration, Active Directory, Systems Engineering, Red Hat Linux, CentOS, SharePoint, HTML, css, jQuery, Linux System..., Windows XP Pro, Windows Server, NetApp Filers, ASP.NET, LDAP Administration, VMware ESX, NFS, Nagios, Postfix, MySQL, DNS, Samba, Sendmail, Cisco VoIP, Tortoise SVN, Kickstart, YUM, Bash, Shell Scripting, VNC, Apache 2, DHCP, Puppet, SSH, Secure FTP, Network Security, Program Management, VMware, Servers, Security Clearance, Visio, Firewalls, Security, Help Desk Support, Linux, Networking, IT Management, IT Operations
Education
St. Petersburg College 2003 — 2005
BS, Information Technology Management
Leonard Steele's InvestCloud LLC Experience August 2013 - Present
Job Production Support Analyst at InvestCloud LLC
Industry Information Technology and Services
Experience
InvestCloud LLC August 2013 - Present
QMetry October 2012 - July 2013
Apple March 2012 - June 2012
GXS July 2010 - August 2011
Primerica Financial Services 2003 - 2011
Inovis January 2005 - July 2010
Apex Technology Systems, Inc. July 2004 - January 2005
The Home Depot January 2004 - July 2004
Advent Software December 2001 - October 2003
Advent Software July 1997 - December 2001
Skills
SQL, Windows, Unix, Troubleshooting, XML, Customer Service, SharePoint, Enterprise Software, Software Documentation, Integration, Cloud Computing, Testing, Leadership, Technical Support, Team Building, Networking, Operating Systems, Vendor Management, Call Centers, System Administration, Visio, Requirements Analysis, TCP/IP, SDLC, Microsoft SQL Server, Quality Assurance, SaaS, Business Analysis, Linux, Agile Methodologies, ITIL, Software Project..., Oracle, CRM
Education
University of California, Los Angeles 1986 — 1991
Riordan High School
InvestCloud LLC August 2013 - Present
QMetry October 2012 - July 2013
Apple March 2012 - June 2012
GXS July 2010 - August 2011
Primerica Financial Services 2003 - 2011
Inovis January 2005 - July 2010
Apex Technology Systems, Inc. July 2004 - January 2005
The Home Depot January 2004 - July 2004
Advent Software December 2001 - October 2003
Advent Software July 1997 - December 2001
Skills
SQL, Windows, Unix, Troubleshooting, XML, Customer Service, SharePoint, Enterprise Software, Software Documentation, Integration, Cloud Computing, Testing, Leadership, Technical Support, Team Building, Networking, Operating Systems, Vendor Management, Call Centers, System Administration, Visio, Requirements Analysis, TCP/IP, SDLC, Microsoft SQL Server, Quality Assurance, SaaS, Business Analysis, Linux, Agile Methodologies, ITIL, Software Project..., Oracle, CRM
Education
University of California, Los Angeles 1986 — 1991
Riordan High School
Hewlett-Packard
SAP
Symantec
Intuit
HP
salesforce.com
Bloomberg LP
Autodesk