InvestEdge, Inc.
Description
Address: Three Bala Plaza West Suite 600, Bala Cynwyd, PA 19004 Phone: (610) 747-0123Category: : Place name: : : Hours: Website: : : : Website: http://www.investedge.com/ Category: Software company Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of InvestEdge Posting publicly on the Web Write a review Reviews 5 Google reviews
InvestEdge, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at InvestEdge, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
InvestEdge, Inc. Salaries. You can even request information on how much does InvestEdge, Inc. pay if you want to. Learn about salaries, pros and cons of working for InvestEdge, Inc. directly from the past employees.
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InvestEdge, Inc. Employees
Employee
Years
Job
Industry
Henry Supinski Henry Supinski's InvestEdge, Inc. Experience December 2013 - Present
Job Client Relationship Manager at InvestEdge, Inc.
Industry Information Technology and Services
Experience
InvestEdge, Inc. December 2013 - Present
SAP January 2013 - December 2013
Affinity Wealth Management, Inc. March 2011 - December 2012
J.P Morgan Private Bank October 2010 - March 2011
Wilmington Trust October 2007 - October 2010
Skills
Investments, Mutual Funds, Asset Allocation, Wealth Management, Investment Advisory, Financial Markets, Relationship Management, Financial Services, Securities, Trading, Bloomberg, Investment Strategies, Investment Management, Estate Planning, Finance, Series 7, Application Lifecycle..., ALM, Strategic Financial..., Vendor Management, Project Management, Fixed Income, Series 63, Financial Analysis, Retirement Planning, Retirement Plan..., Qualified Retirement..., Manage Client..., Project Delivery, Information Technology, Organized with Strong..., Information Systems, Project Planning, Investment Compliance, Information Technology..., Client Confidentiality, Vendor Relationships, Financial Risk, Risk Analysis, Financial Planning, Microsoft Excel, PowerPoint, MS Project, SQL, Software Project...
Education
University of Delaware - Lerner College of Business and Economics 2009 — 2011
MBA, Finance
University of Delaware - Lerner College of Business and Economics 2003 — 2007
BS, Finance / MIS
InvestEdge, Inc. December 2013 - Present
SAP January 2013 - December 2013
Affinity Wealth Management, Inc. March 2011 - December 2012
J.P Morgan Private Bank October 2010 - March 2011
Wilmington Trust October 2007 - October 2010
Skills
Investments, Mutual Funds, Asset Allocation, Wealth Management, Investment Advisory, Financial Markets, Relationship Management, Financial Services, Securities, Trading, Bloomberg, Investment Strategies, Investment Management, Estate Planning, Finance, Series 7, Application Lifecycle..., ALM, Strategic Financial..., Vendor Management, Project Management, Fixed Income, Series 63, Financial Analysis, Retirement Planning, Retirement Plan..., Qualified Retirement..., Manage Client..., Project Delivery, Information Technology, Organized with Strong..., Information Systems, Project Planning, Investment Compliance, Information Technology..., Client Confidentiality, Vendor Relationships, Financial Risk, Risk Analysis, Financial Planning, Microsoft Excel, PowerPoint, MS Project, SQL, Software Project...
Education
University of Delaware - Lerner College of Business and Economics 2009 — 2011
MBA, Finance
University of Delaware - Lerner College of Business and Economics 2003 — 2007
BS, Finance / MIS
Jesse Everett Jesse Everett's InvestEdge, Inc. Experience October 2013 - Present
Job Network & Systems Administrator at InvestEdge
Industry Information Technology and Services
Experience
InvestEdge, Inc. October 2013 - Present
BNY Mellon (formerly PNC Global Investment Servicing) September 2010 - October 2013
PNC (PFPC / Global Investment Servicing) June 2004 - September 2010
Skills
SAN, Hyper-V, Disaster Recovery, Technical Support, System Administration, Windows 7, Active Directory, Windows Server, Networking, Software Documentation, IT Management, Scripting, Group Policy, Linux, Wireless Networking, VPN, VBScript, Powershell, KiXtart, Outlook, Cisco IOS, VirtualBox, BMC Remedy, Marimba, Python, DNS, Servers, Microsoft Exchange, System Deployment, Dell PowerEdge Servers, TCP/IP, Network Administration, Cisco Technologies, Network Security, Juniper, Altiris, Skype, Windows 8.1
Education
New Horizons
Rutgers, The State University of New Jersey-Camden
junior class status, Computer Science
InvestEdge, Inc. October 2013 - Present
BNY Mellon (formerly PNC Global Investment Servicing) September 2010 - October 2013
PNC (PFPC / Global Investment Servicing) June 2004 - September 2010
Skills
SAN, Hyper-V, Disaster Recovery, Technical Support, System Administration, Windows 7, Active Directory, Windows Server, Networking, Software Documentation, IT Management, Scripting, Group Policy, Linux, Wireless Networking, VPN, VBScript, Powershell, KiXtart, Outlook, Cisco IOS, VirtualBox, BMC Remedy, Marimba, Python, DNS, Servers, Microsoft Exchange, System Deployment, Dell PowerEdge Servers, TCP/IP, Network Administration, Cisco Technologies, Network Security, Juniper, Altiris, Skype, Windows 8.1
Education
New Horizons
Rutgers, The State University of New Jersey-Camden
junior class status, Computer Science
Nick Confer Nick Confer's InvestEdge, Inc. Experience May 2014 - Present
Job Developer at InvestEdge, Inc.
Industry Information Technology and Services
Experience
InvestEdge, Inc. May 2014 - Present
Maison Chance December 2013 - April 2014
SDLC Partners, L.P. August 2012 - December 2013
Management Science Associates August 2011 - August 2012
Skills
Microsoft Excel, SQL, QlikView, Python, Data Analysis, Business Intelligence, Agile Methodologies, Linux, Data Warehousing, Programming, Perl, Data Mining, Data Visualization, Microsoft SQL Server
Education
University of Pittsburgh 2010 — 2011
M.S., Information Science
Duquesne University 2004 — 2008
B.M., Music Technology
InvestEdge, Inc. May 2014 - Present
Maison Chance December 2013 - April 2014
SDLC Partners, L.P. August 2012 - December 2013
Management Science Associates August 2011 - August 2012
Skills
Microsoft Excel, SQL, QlikView, Python, Data Analysis, Business Intelligence, Agile Methodologies, Linux, Data Warehousing, Programming, Perl, Data Mining, Data Visualization, Microsoft SQL Server
Education
University of Pittsburgh 2010 — 2011
M.S., Information Science
Duquesne University 2004 — 2008
B.M., Music Technology
Christina Cowley Christina Cowley's InvestEdge, Inc. Experience June 2006 - June 2012
Job
Industry Design
Experience
Diana Hollander Interior Design October 2012 - July 2015
InvestEdge, Inc. June 2006 - June 2012
Ligne Roset Philly February 2009 - May 2009
Hart & Associates May 2007 - December 2007
The Academy of Notre Dame de Namur September 2002 - June 2006
Skills
Interior Design, Microsoft Office, Marketing, Photoshop, Space Planning, Salesforce.com, Strategic Planning, Home Staging, Budgets, Customer Service, Furniture, Rendering, Teaching, Microsoft Excel, AutoCAD, 20/20 Design, Kitchen Cabinets
Education
Harcum College 2006 — 2008
Associate's degree
Marymount University 1997 — 2001
Bachelor of Science (B.S.)
Diana Hollander Interior Design October 2012 - July 2015
InvestEdge, Inc. June 2006 - June 2012
Ligne Roset Philly February 2009 - May 2009
Hart & Associates May 2007 - December 2007
The Academy of Notre Dame de Namur September 2002 - June 2006
Skills
Interior Design, Microsoft Office, Marketing, Photoshop, Space Planning, Salesforce.com, Strategic Planning, Home Staging, Budgets, Customer Service, Furniture, Rendering, Teaching, Microsoft Excel, AutoCAD, 20/20 Design, Kitchen Cabinets
Education
Harcum College 2006 — 2008
Associate's degree
Marymount University 1997 — 2001
Bachelor of Science (B.S.)
Damon Brittingham Damon Brittingham's InvestEdge, Inc. Experience 2008 - 2013
Job Owner at DVDZEN
Industry Consumer Goods
Experience
DVD-ZEN January 2013 - Present
InvestEdge, Inc. 2008 - 2013
University of Pennsylvania 2007 - 2008
TV Guide 2005 - 2007
EB Games 2002 - 2005
Skills
Microsoft Office, Management, Customer Service, Team Leadership, Sales
Education
Anthem Institute-Springfield 2006 — 2008
Computer Networking and Security
Bradford College 1989 — 1993
Bachelor of Arts (BA), Creative Arts Major
DVD-ZEN January 2013 - Present
InvestEdge, Inc. 2008 - 2013
University of Pennsylvania 2007 - 2008
TV Guide 2005 - 2007
EB Games 2002 - 2005
Skills
Microsoft Office, Management, Customer Service, Team Leadership, Sales
Education
Anthem Institute-Springfield 2006 — 2008
Computer Networking and Security
Bradford College 1989 — 1993
Bachelor of Arts (BA), Creative Arts Major
David Kassie David Kassie's InvestEdge, Inc. Experience March 2014 - April 2015
Job Altruistic student of science and personability
Industry Computer Software
Experience
Drexel University September 2012 - Present
InvestEdge, Inc. March 2014 - April 2015
Pottruck Fitness Center September 2013 - January 2014
Jewish Community Center of Greater Philadelphia June 2012 - August 2012
Skills
Python, Java, C++, Programming, JavaScript, HTML, Unix Shell Scripting, XML, Matlab, Data Analysis, Labview, PHP, Selenium, SQL, Atlassian JIRA, Microsoft Excel
Education
Drexel University 2012 — 2017
Bachelor of Science (BS), Computer Science
Haverford Senior High School
Drexel University September 2012 - Present
InvestEdge, Inc. March 2014 - April 2015
Pottruck Fitness Center September 2013 - January 2014
Jewish Community Center of Greater Philadelphia June 2012 - August 2012
Skills
Python, Java, C++, Programming, JavaScript, HTML, Unix Shell Scripting, XML, Matlab, Data Analysis, Labview, PHP, Selenium, SQL, Atlassian JIRA, Microsoft Excel
Education
Drexel University 2012 — 2017
Bachelor of Science (BS), Computer Science
Haverford Senior High School
Sherry Olson's InvestEdge, Inc. Experience January 2007 - November 2007
Job Sr. Program Manager at InSource, Inc.
Industry Financial Services
Experience
InSource, Inc. February 2015 - Present
AmeriHealth Administrators 2015 - 2015
TD Bank, N.A. February 2013 - October 2014
TD Bank N.A. February 2011 - January 2013
The Judge Group February 2011 - March 2012
Towers Watson January 2008 - February 2010
InvestEdge, Inc. January 2007 - November 2007
PNC April 2005 - December 2006
PNC Advisors January 2001 - January 2005
PNC January 1998 - January 2000
Skills
Program Management, Leadership, Integration, PMO, Governance, Project Management, Business Process, Cross-functional Team..., Risk Management, Process Improvement, Strategy, Business Analysis, Management, Analysis, SDLC, PMP, Vendor Management, Portfolio Management, MS Project, Asset Managment, Asset Management, CRM, Budgets, Software Documentation, Software Development, Financial Services, Investments, Finance, Microsoft Project, Project Planning, Databases, Mergers & Acquisitions, Change Management, Business Process..., Consulting, Banking, Requirements Analysis
Education
Penn State University
Bachelor of Science, Quantitative Business Analysis
Schlicher Kratz Institute for Real Estate
PA Licensed Realtor
InSource, Inc. February 2015 - Present
AmeriHealth Administrators 2015 - 2015
TD Bank, N.A. February 2013 - October 2014
TD Bank N.A. February 2011 - January 2013
The Judge Group February 2011 - March 2012
Towers Watson January 2008 - February 2010
InvestEdge, Inc. January 2007 - November 2007
PNC April 2005 - December 2006
PNC Advisors January 2001 - January 2005
PNC January 1998 - January 2000
Skills
Program Management, Leadership, Integration, PMO, Governance, Project Management, Business Process, Cross-functional Team..., Risk Management, Process Improvement, Strategy, Business Analysis, Management, Analysis, SDLC, PMP, Vendor Management, Portfolio Management, MS Project, Asset Managment, Asset Management, CRM, Budgets, Software Documentation, Software Development, Financial Services, Investments, Finance, Microsoft Project, Project Planning, Databases, Mergers & Acquisitions, Change Management, Business Process..., Consulting, Banking, Requirements Analysis
Education
Penn State University
Bachelor of Science, Quantitative Business Analysis
Schlicher Kratz Institute for Real Estate
PA Licensed Realtor
Gregory Fantoni Gregory Fantoni's InvestEdge, Inc. Experience June 2008 - August 2008
Job IBD Associate at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse March 2014 - Present
Citigroup June 2011 - February 2014
SEI Investments June 2010 - August 2010
InvestEdge, Inc. June 2008 - August 2008
Skills
Financial Modeling, Investment Banking, Valuation, Bloomberg, Data Analysis, Corporate Finance, Financial Analysis
Education
Georgetown University - The McDonough School of Business 2007 — 2011
Finance and International Business Double Major
UNSW Australia 2009 — 2009
Finance and Business
West Chester East High School 2003 — 2007
High School Diploma
Credit Suisse March 2014 - Present
Citigroup June 2011 - February 2014
SEI Investments June 2010 - August 2010
InvestEdge, Inc. June 2008 - August 2008
Skills
Financial Modeling, Investment Banking, Valuation, Bloomberg, Data Analysis, Corporate Finance, Financial Analysis
Education
Georgetown University - The McDonough School of Business 2007 — 2011
Finance and International Business Double Major
UNSW Australia 2009 — 2009
Finance and Business
West Chester East High School 2003 — 2007
High School Diploma
Katherine Harry's InvestEdge, Inc. Experience April 2014 - Present
Job Technical Writer
Industry Writing and Editing
Experience
InvestEdge, Inc. April 2014 - Present
Siemens Energy April 2013 - March 2014
Siemens Healthcare April 2012 - April 2013
The Edcomm Group Banker's Academy February 2012 - April 2012
Oracle September 2011 - February 2012
Miller-Motte Technical College August 2010 - December 2010
North Carolina Literary Review 2007 - 2008
Skills
Technical Writing, SnagIt, Captivate, Online Help, Technical Documentation, Training, Adobe Acrobat, Microsoft Office, Manuals, Technical Communication, Technical Editing, Editing, Release Notes, Online Help Development, Structured Authoring, Copy Editing, Proofreading, Web Content, Adobe Captivate, User Productivity Kit, Documentum, Grant Writing, Market Analysis, Software Documentation, SAP, Bluebeam, Procedures, Confluence, Wikis, Atlassian JIRA, Camtasia
Education
East Carolina University 2008 — 2010
Master of Arts (M.A.), Technical and Professional Communication
East Carolina University 2007 — 2008
Bachelor of Arts, English
InvestEdge, Inc. April 2014 - Present
Siemens Energy April 2013 - March 2014
Siemens Healthcare April 2012 - April 2013
The Edcomm Group Banker's Academy February 2012 - April 2012
Oracle September 2011 - February 2012
Miller-Motte Technical College August 2010 - December 2010
North Carolina Literary Review 2007 - 2008
Skills
Technical Writing, SnagIt, Captivate, Online Help, Technical Documentation, Training, Adobe Acrobat, Microsoft Office, Manuals, Technical Communication, Technical Editing, Editing, Release Notes, Online Help Development, Structured Authoring, Copy Editing, Proofreading, Web Content, Adobe Captivate, User Productivity Kit, Documentum, Grant Writing, Market Analysis, Software Documentation, SAP, Bluebeam, Procedures, Confluence, Wikis, Atlassian JIRA, Camtasia
Education
East Carolina University 2008 — 2010
Master of Arts (M.A.), Technical and Professional Communication
East Carolina University 2007 — 2008
Bachelor of Arts, English
Lynn Beckwith Lynn Beckwith's InvestEdge, Inc. Experience January 2012 - July 2012
Job Senior Business Systems Analyst at Executive Health Resources
Industry Hospital & Health Care
Experience
Executive Health Resources June 2012 - Present
InvestEdge, Inc. January 2012 - July 2012
PNC Wealth Management January 2004 - July 2011
PNC Wealth Management January 1996 - December 2003
PNC Advisors June 1990 - December 1995
Skills
SQL, Business Analysis, Visio, Oracle, Requirements Analysis, Process Improvement, Microsoft SQL Server, Requirements Gathering, Testing, Analysis, Software Documentation, Project Management, PMP, Program Management, Management, Data Analysis, Vendor Management, Disaster Recovery, SharePoint, SDLC, Data Modeling, Access, Business Intelligence, Quality Assurance, Business Process...
Education
The University of Texas at Austin
BFA, Fine Atrs
Penn State University 2011 — 2011
BA Certificate, Business Analysis Certificate
Pennsylvania Academy of Fine Arts
Executive Health Resources June 2012 - Present
InvestEdge, Inc. January 2012 - July 2012
PNC Wealth Management January 2004 - July 2011
PNC Wealth Management January 1996 - December 2003
PNC Advisors June 1990 - December 1995
Skills
SQL, Business Analysis, Visio, Oracle, Requirements Analysis, Process Improvement, Microsoft SQL Server, Requirements Gathering, Testing, Analysis, Software Documentation, Project Management, PMP, Program Management, Management, Data Analysis, Vendor Management, Disaster Recovery, SharePoint, SDLC, Data Modeling, Access, Business Intelligence, Quality Assurance, Business Process...
Education
The University of Texas at Austin
BFA, Fine Atrs
Penn State University 2011 — 2011
BA Certificate, Business Analysis Certificate
Pennsylvania Academy of Fine Arts
Mark Filchner Mark Filchner's InvestEdge, Inc. Experience January 2014 - Present
Job Performance Analyst at InvestEdge, Inc.
Industry Financial Services
Experience
InvestEdge, Inc. January 2014 - Present
SEI Investments October 2009 - Present
FLSmidth Inc. 2008 - 2009
SunGard Higher Education May 2008 - June 2008
Pennsylvania Army National Guard December 2006 - February 2008
Amrhein Investment Club 2007 - 2008
US Army April 2000 - April 2004
Skills
Financial Analysis, Financial Services, Investments, Business Analysis, Mutual Funds, Securities, Process Improvement, Microsoft Excel, Analysis, SDLC, Microsoft Office, Project Management, PowerPoint, Business Intelligence, Management, Vendor Management, Visio, SQL, Requirements Gathering
Education
Moravian College 2007 — 2009
BA, Financial Economics
Moravian College
Bachelor of Arts (BA), Financial Economics
InvestEdge, Inc. January 2014 - Present
SEI Investments October 2009 - Present
FLSmidth Inc. 2008 - 2009
SunGard Higher Education May 2008 - June 2008
Pennsylvania Army National Guard December 2006 - February 2008
Amrhein Investment Club 2007 - 2008
US Army April 2000 - April 2004
Skills
Financial Analysis, Financial Services, Investments, Business Analysis, Mutual Funds, Securities, Process Improvement, Microsoft Excel, Analysis, SDLC, Microsoft Office, Project Management, PowerPoint, Business Intelligence, Management, Vendor Management, Visio, SQL, Requirements Gathering
Education
Moravian College 2007 — 2009
BA, Financial Economics
Moravian College
Bachelor of Arts (BA), Financial Economics
Len Castor Len Castor's InvestEdge, Inc. Experience September 2014 - Present
Job Performance Analyst at InvestEdge, Inc.
Industry Financial Services
Experience
InvestEdge, Inc. September 2014 - Present
Merrill Lynch March 2011 - August 2014
Robert Wood Johnson University Hospital Hamilton 2008 - 2013
Coface North America June 2010 - August 2010
Skills
Finance, Investments, Business Strategy, Financial Risk, Leadership, International Business, Organizational..., Credit Risk, Corporate Finance, PowerPoint, Wealth Management, Equities, Portfolio Management
Education
Liberty University 2012 — 2014
Master of Business Administration (MBA), International Business
Penn State University 2006 — 2010
Bachelor of Science, Economics
Maastricht University 2008 — 2009
Certificate of Completion, Economics & Politics of European Integration
InvestEdge, Inc. September 2014 - Present
Merrill Lynch March 2011 - August 2014
Robert Wood Johnson University Hospital Hamilton 2008 - 2013
Coface North America June 2010 - August 2010
Skills
Finance, Investments, Business Strategy, Financial Risk, Leadership, International Business, Organizational..., Credit Risk, Corporate Finance, PowerPoint, Wealth Management, Equities, Portfolio Management
Education
Liberty University 2012 — 2014
Master of Business Administration (MBA), International Business
Penn State University 2006 — 2010
Bachelor of Science, Economics
Maastricht University 2008 — 2009
Certificate of Completion, Economics & Politics of European Integration
Chang Wen Chang Wen's InvestEdge, Inc. Experience December 2014 - Present
Job Data Aggregation Reconciliation Specialist at InvestEdge, Inc.
Industry Investment Management
Experience
InvestEdge, Inc. December 2014 - Present
Drexel University August 2012 - June 2014
Tozour-Trane September 2013 - January 2014
Shenzhen Development Bank April 2012 - June 2012
College of Economic & Management, South China Agricultural University September 2009 - September 2010
Skills
Corporate Finance, Time Management, Financial Reporting, Microsoft Excel, Detailed-oriented, Cantonese, Operation Assisting, Team Player, Minitab, Eviews, Valuation, Cash Management, Due Diligence, Bank Statements, Research and Analysis, Private Equity, Accounting, Coins, Outlook, Financial Audits, Credit Card Transaction..., Onsite Deposit, Business Consulting, Negotiation, Risk Management, Leadership, Analysis, Plans, Microsoft Office, PowerPoint, Financial Analysis, Finance, EViews, Management, Portfolio Management
Education
Drexel University 2012 — 2014
Master's degree, Finance
South China Agricultural University 2008 — 2012
bachelor, finance, 87
InvestEdge, Inc. December 2014 - Present
Drexel University August 2012 - June 2014
Tozour-Trane September 2013 - January 2014
Shenzhen Development Bank April 2012 - June 2012
College of Economic & Management, South China Agricultural University September 2009 - September 2010
Skills
Corporate Finance, Time Management, Financial Reporting, Microsoft Excel, Detailed-oriented, Cantonese, Operation Assisting, Team Player, Minitab, Eviews, Valuation, Cash Management, Due Diligence, Bank Statements, Research and Analysis, Private Equity, Accounting, Coins, Outlook, Financial Audits, Credit Card Transaction..., Onsite Deposit, Business Consulting, Negotiation, Risk Management, Leadership, Analysis, Plans, Microsoft Office, PowerPoint, Financial Analysis, Finance, EViews, Management, Portfolio Management
Education
Drexel University 2012 — 2014
Master's degree, Finance
South China Agricultural University 2008 — 2012
bachelor, finance, 87
John Michael Lesher John Michael Lesher's InvestEdge, Inc. Experience May 2008 - July 2013
Job Vice President
Industry Information Technology and Services
Experience
JPMorgan Chase October 2013 - Present
InvestEdge, Inc. May 2008 - July 2013
JPMorgan May 2005 - April 2008
Chase Card Services February 2003 - May 2005
First USA June 1999 - February 2003
Skills
Production Assurance, Vendor Management, Microsoft SQL Server, Service Delivery, ITIL Process, SDLC, Strategy, Management, Process Improvement, Change Management, Philanthropy, Databases, Project Delivery, Infrastructure, Software Development
Education
University of Delaware 1987 — 1994
Bachelor of Arts, Political Science and Government
JPMorgan Chase October 2013 - Present
InvestEdge, Inc. May 2008 - July 2013
JPMorgan May 2005 - April 2008
Chase Card Services February 2003 - May 2005
First USA June 1999 - February 2003
Skills
Production Assurance, Vendor Management, Microsoft SQL Server, Service Delivery, ITIL Process, SDLC, Strategy, Management, Process Improvement, Change Management, Philanthropy, Databases, Project Delivery, Infrastructure, Software Development
Education
University of Delaware 1987 — 1994
Bachelor of Arts, Political Science and Government
Jeffrey Cowley Jeffrey Cowley's InvestEdge, Inc. Experience October 2006 - Present
Job Senior Vice President at InvestEdge
Industry Investment Management
Experience
InvestEdge, Inc. October 2006 - Present
InvestEdge, Inc. May 2003 - September 2006
InvestEdge, Inc. August 2001 - April 2003
CSSI May 1998 - August 2001
Skills
Order Management, Project Portfolio..., Tax, Wealth Management, Equities, Mutual Funds, Securities, RIA, Bloomberg, Portfolio Management, Alternative Investments, Investment Management, Hedge Funds, Investments, Fixed Income, Financial Services, Investment Strategies, Strategic Planning, SaaS, PaaS, Solution Selling, Consultative Selling..., Compliance, Asset Allocation, Asset Managment
Education
Temple University 1986 — 1990
BA, Business
InvestEdge, Inc. October 2006 - Present
InvestEdge, Inc. May 2003 - September 2006
InvestEdge, Inc. August 2001 - April 2003
CSSI May 1998 - August 2001
Skills
Order Management, Project Portfolio..., Tax, Wealth Management, Equities, Mutual Funds, Securities, RIA, Bloomberg, Portfolio Management, Alternative Investments, Investment Management, Hedge Funds, Investments, Fixed Income, Financial Services, Investment Strategies, Strategic Planning, SaaS, PaaS, Solution Selling, Consultative Selling..., Compliance, Asset Allocation, Asset Managment
Education
Temple University 1986 — 1990
BA, Business
Robin Curry's InvestEdge, Inc. Experience April 2014 - Present
Job 25 years experience in the Financial Services industry
Industry Financial Services
Experience
InvestEdge, Inc. April 2014 - Present
SEI December 2008 - 2013
SEI Investments July 2005 - December 2008
Sei Investments July 2005 - December 2008
Glenmede Trust Company April 1996 - July 2005
Advent Users Group 1999 - 2001
Gates, Wilmerding, Carper and Rawlings April 1990 - April 1996
Skills
Equities, Asset Managment, Moxy, Mutual Funds, Securities, Fixed Income, Advent, Axys, Back Office, Portfolio Management, Bloomberg, Hedge Funds, Settlement, Investments, Trading, Software Documentation, Analysis, Business Analysis, Alternative Investments, Asset Allocation, Bonds, Electronic Trading, Financial Services, Financial Modeling, Investment Management, Asset Management, Corporate Actions, Series 7, Market Data, Wealth Management, Risk Management, Trading Systems, Equity Trading, FX Options, Financial Markets, Relationship Management, Series 63, Options
Education
La Salle University - School of Business Administration 2000 — 2009
InvestEdge, Inc. April 2014 - Present
SEI December 2008 - 2013
SEI Investments July 2005 - December 2008
Sei Investments July 2005 - December 2008
Glenmede Trust Company April 1996 - July 2005
Advent Users Group 1999 - 2001
Gates, Wilmerding, Carper and Rawlings April 1990 - April 1996
Skills
Equities, Asset Managment, Moxy, Mutual Funds, Securities, Fixed Income, Advent, Axys, Back Office, Portfolio Management, Bloomberg, Hedge Funds, Settlement, Investments, Trading, Software Documentation, Analysis, Business Analysis, Alternative Investments, Asset Allocation, Bonds, Electronic Trading, Financial Services, Financial Modeling, Investment Management, Asset Management, Corporate Actions, Series 7, Market Data, Wealth Management, Risk Management, Trading Systems, Equity Trading, FX Options, Financial Markets, Relationship Management, Series 63, Options
Education
La Salle University - School of Business Administration 2000 — 2009
David Calvarese's InvestEdge, Inc. Experience July 2014 - Present
Job Account Manager at InvestEdge, Inc.
Industry Investment Management
Experience
InvestEdge, Inc. July 2014 - Present
Janney Montgomery Scott May 2006 - July 2014
Wachovia Bank June 2002 - May 2006
Skills
Asset Allocation, Equities, Series 7, Securities, Mutual Funds
Education
Shippensburg University of Pennsylvania 1995 — 1997
BSBA, Marketing
Temple Real Estate Institute
Pennsylvania Real Estate License
InvestEdge, Inc. July 2014 - Present
Janney Montgomery Scott May 2006 - July 2014
Wachovia Bank June 2002 - May 2006
Skills
Asset Allocation, Equities, Series 7, Securities, Mutual Funds
Education
Shippensburg University of Pennsylvania 1995 — 1997
BSBA, Marketing
Temple Real Estate Institute
Pennsylvania Real Estate License
Mac Wilson's InvestEdge, Inc. Experience August 2011 - Present
Job CRM at InvestEdge, Inc.
Industry Investment Management
Experience
InvestEdge, Inc. August 2011 - Present
Tiedemann Trust Company 2004 - August 2011
Investors Bank and Trust January 1999 - December 2003
Skills
CRM, Strategic Planning, Portfolio Management, Financial Services, Business Analysis
Education
McDaniel College 1993 — 1997
Biology, Communications
Western Maryland College 1993 — 1997
InvestEdge, Inc. August 2011 - Present
Tiedemann Trust Company 2004 - August 2011
Investors Bank and Trust January 1999 - December 2003
Skills
CRM, Strategic Planning, Portfolio Management, Financial Services, Business Analysis
Education
McDaniel College 1993 — 1997
Biology, Communications
Western Maryland College 1993 — 1997
Erica Wilfrid's InvestEdge, Inc. Experience May 2014 - Present
Job Director of Client Services at InvestEdge, Inc.
Industry Financial Services
Experience
InvestEdge, Inc. May 2014 - Present
InvestEdge, Inc. May 2012 - May 2014
Glenmede Trust Company February 2004 - April 2012
Education
Princeton Theological Seminary 2000 — 2003
M.Div., Hebrew Bible
St. Olaf College 1996 — 2000
BA, Economics/Accounting and Religion
InvestEdge, Inc. May 2014 - Present
InvestEdge, Inc. May 2012 - May 2014
Glenmede Trust Company February 2004 - April 2012
Education
Princeton Theological Seminary 2000 — 2003
M.Div., Hebrew Bible
St. Olaf College 1996 — 2000
BA, Economics/Accounting and Religion
Phil Karanicolas's InvestEdge, Inc. Experience January 2014 - Present
Job Performance Analyst at InvestEdge, Inc.
Industry Financial Services
Experience
InvestEdge, Inc. January 2014 - Present
Janney Montgomery Scott October 2010 - December 2013
Nuveen Investments August 1991 - June 2010
Nuveen Investments September 1991 - December 1993
Skills
Access, Asset Management, Investments, Finance, Financial Modeling, Portfolio Management, Trading, Financial Services, Bloomberg, Due Diligence, Accounting, Mutual Funds, Analysis, Securities
Education
Temple University - Fox School of Business and Management 1983 — 1988
Temple University
Finance, General
InvestEdge, Inc. January 2014 - Present
Janney Montgomery Scott October 2010 - December 2013
Nuveen Investments August 1991 - June 2010
Nuveen Investments September 1991 - December 1993
Skills
Access, Asset Management, Investments, Finance, Financial Modeling, Portfolio Management, Trading, Financial Services, Bloomberg, Due Diligence, Accounting, Mutual Funds, Analysis, Securities
Education
Temple University - Fox School of Business and Management 1983 — 1988
Temple University
Finance, General
Michael Morgart's InvestEdge, Inc. Experience July 2008 - Present
Job Vice President, Director of Reseller Services
Industry Financial Services
Experience
InvestEdge, Inc. July 2008 - Present
SEI Investments January 2004 - December 2007
Skills
Strategy, Financial Services, Team Leadership, Wealth Management, Project Management, Asset Management, Management, PMO, Sales, Mutual Funds, Budgets, Investments, Portfolio Management
Education
The University of Akron 1983 — 1987
InvestEdge, Inc. July 2008 - Present
SEI Investments January 2004 - December 2007
Skills
Strategy, Financial Services, Team Leadership, Wealth Management, Project Management, Asset Management, Management, PMO, Sales, Mutual Funds, Budgets, Investments, Portfolio Management
Education
The University of Akron 1983 — 1987
George Bailey, CIPM's InvestEdge, Inc. Experience April 2015 - Present
Job Senior Account Manager at InvestEdge, Inc.
Industry Financial Services
Experience
InvestEdge, Inc. April 2015 - Present
QED Financial Systems, Inc. January 2014 - April 2015
QED Financial Systems, Inc. November 2012 - January 2014
InvestEdge, Inc. May 2012 - November 2012
QED Financial Systems, Inc. November 2011 - May 2012
QED Financial Systems February 2007 - November 2011
Delaware Investments 2005 - 2007
SEI Investments May 2004 - March 2005
Skills
Performance Measurement, Fixed Income, Mutual Funds, Portfolio Management, Investments, Business Analysis, Equities
Education
Rutgers University – Camden 1996 — 2001
economics
CFA Institute
CIPM
InvestEdge, Inc. April 2015 - Present
QED Financial Systems, Inc. January 2014 - April 2015
QED Financial Systems, Inc. November 2012 - January 2014
InvestEdge, Inc. May 2012 - November 2012
QED Financial Systems, Inc. November 2011 - May 2012
QED Financial Systems February 2007 - November 2011
Delaware Investments 2005 - 2007
SEI Investments May 2004 - March 2005
Skills
Performance Measurement, Fixed Income, Mutual Funds, Portfolio Management, Investments, Business Analysis, Equities
Education
Rutgers University – Camden 1996 — 2001
economics
CFA Institute
CIPM
Paul Gainer's InvestEdge, Inc. Experience August 2014 - Present
Job Account Manager at InvestEdge, Inc.
Industry Financial Services
Experience
InvestEdge, Inc. August 2014 - Present
BlackRock January 2011 - Present
BlackRock September 2006 - December 2010
Skills
Building Relationships, Relationship Management, Capital Markets, Bloomberg, Fixed Income, Equities, Valuation, Securities, Derivatives, Interest Rate..., Credit Derivatives, Swaps, Swaptions, Alternative Investments, BlackRock Aladdin, Hedge Funds, Financial Modeling, Equity Research, FT Interactive Data 360..., Bloomberg Terminal, SQL, Thomson Reuters..., Thomson Reuters Eikon
Education
Drexel University - LeBow College of Business 2003 — 2008
B.S. in Business Administration, Finance and Accounting
InvestEdge, Inc. August 2014 - Present
BlackRock January 2011 - Present
BlackRock September 2006 - December 2010
Skills
Building Relationships, Relationship Management, Capital Markets, Bloomberg, Fixed Income, Equities, Valuation, Securities, Derivatives, Interest Rate..., Credit Derivatives, Swaps, Swaptions, Alternative Investments, BlackRock Aladdin, Hedge Funds, Financial Modeling, Equity Research, FT Interactive Data 360..., Bloomberg Terminal, SQL, Thomson Reuters..., Thomson Reuters Eikon
Education
Drexel University - LeBow College of Business 2003 — 2008
B.S. in Business Administration, Finance and Accounting
Lee von Seldeneck's InvestEdge, Inc. Experience June 2014 - Present
Job Performance Analyst at InvestEdge, Inc.
Industry Financial Services
Experience
InvestEdge, Inc. June 2014 - Present
Philadelphia Insurance Companies April 2014 - June 2014
Tokio Marine North America, Inc. 2013 - April 2014
SEI Investments 2006 - 2012
SEI Investments 2001 - 2006
SEI Investments 1997 - 2001
SEI Investments 1991 - 1997
Skills
Performance Measurement, Data Conversion, Product Management, Equities, Portfolio Management, Investments, Fixed Income, Securities, Security APL (Fiserv), Mutual Funds, Asset Management, Operational and Client..., Asset Managment, Project Management, Financial Services, Hedge Funds, Wealth Management, Strategic Financial..., Leadership, Alternative Investments, Asset Allocation, Analysis, Bloomberg, Equity Research, Private Equity, Property & Casualty..., Microsoft CRM, SharePoint, Microsoft Office, Microsoft SQL Server, Performance Testing, Return on Investment..., Compliance, Institutional..., CRM, Investment Strategies
Education
Hobart and William Smith Colleges 1987 — 1991
Bachelors Degree, Economics
Hun School of Princeton 1983 — 1987
Chestnut Hill Academy 1979 — 1983
InvestEdge, Inc. June 2014 - Present
Philadelphia Insurance Companies April 2014 - June 2014
Tokio Marine North America, Inc. 2013 - April 2014
SEI Investments 2006 - 2012
SEI Investments 2001 - 2006
SEI Investments 1997 - 2001
SEI Investments 1991 - 1997
Skills
Performance Measurement, Data Conversion, Product Management, Equities, Portfolio Management, Investments, Fixed Income, Securities, Security APL (Fiserv), Mutual Funds, Asset Management, Operational and Client..., Asset Managment, Project Management, Financial Services, Hedge Funds, Wealth Management, Strategic Financial..., Leadership, Alternative Investments, Asset Allocation, Analysis, Bloomberg, Equity Research, Private Equity, Property & Casualty..., Microsoft CRM, SharePoint, Microsoft Office, Microsoft SQL Server, Performance Testing, Return on Investment..., Compliance, Institutional..., CRM, Investment Strategies
Education
Hobart and William Smith Colleges 1987 — 1991
Bachelors Degree, Economics
Hun School of Princeton 1983 — 1987
Chestnut Hill Academy 1979 — 1983
Neil Rai's InvestEdge, Inc. Experience June 2014 - Present
Job Account Manager at InvestEdge
Industry Financial Services
Experience
InvestEdge, Inc. June 2014 - Present
PNC October 2009 - June 2014
PNC Financial Services Group September 2008 - October 2009
PNC Advisors September 2006 - September 2008
Susquehanna International Group, LLP (SIG) September 2005 - April 2006
Skills
Equities, Portfolio Management, Investments, Mutual Funds, Asset Management, Equity Research, Asset Allocation, Investment Management, Wealth Management..., Bloomberg, Asset Managment, Investment Strategies, Separately Managed..., Credit, Financial Modeling, Options, Wealth Management, Investment Advisory, Factset Research Systems, Morningstar Direct, Alternative Investments, Finance, Fixed Income, Lipper LANA, ETFs
Education
Drexel University 2003 — 2008
BS in Business Administration, Finance
InvestEdge, Inc. June 2014 - Present
PNC October 2009 - June 2014
PNC Financial Services Group September 2008 - October 2009
PNC Advisors September 2006 - September 2008
Susquehanna International Group, LLP (SIG) September 2005 - April 2006
Skills
Equities, Portfolio Management, Investments, Mutual Funds, Asset Management, Equity Research, Asset Allocation, Investment Management, Wealth Management..., Bloomberg, Asset Managment, Investment Strategies, Separately Managed..., Credit, Financial Modeling, Options, Wealth Management, Investment Advisory, Factset Research Systems, Morningstar Direct, Alternative Investments, Finance, Fixed Income, Lipper LANA, ETFs
Education
Drexel University 2003 — 2008
BS in Business Administration, Finance
Jeff Shearman's InvestEdge, Inc. Experience September 2011 - Present
Job Client Relationship Manager at InvestEdge, Inc.
Industry Financial Services
Experience
InvestEdge, Inc. September 2011 - Present
Independence Blue Cross January 2008 - September 2011
JPMorgan Chase January 2006 - January 2008
Lincoln Financial Group - Sagemark Consulting March 2005 - August 2005
Skills
SQL Server Management..., MS Project, RedGate, Atlassian JIRA, Cross-functional Team..., Project Management, Process Improvement, Vendor Management, Health Insurance, Medicare, Data Analysis, Healthcare, Management, Project Portfolio..., Financial Analysis, Forecasting, Business Analysis, SDLC
Education
Temple University - Fox School of Business and Management 2002 — 2005
BBA, Finance, General
InvestEdge, Inc. September 2011 - Present
Independence Blue Cross January 2008 - September 2011
JPMorgan Chase January 2006 - January 2008
Lincoln Financial Group - Sagemark Consulting March 2005 - August 2005
Skills
SQL Server Management..., MS Project, RedGate, Atlassian JIRA, Cross-functional Team..., Project Management, Process Improvement, Vendor Management, Health Insurance, Medicare, Data Analysis, Healthcare, Management, Project Portfolio..., Financial Analysis, Forecasting, Business Analysis, SDLC
Education
Temple University - Fox School of Business and Management 2002 — 2005
BBA, Finance, General
Tina Lorenz, CFA's InvestEdge, Inc. Experience June 2006 - Present
Job Vice President, Product Management at InvestEdge, Inc.
Industry Computer Software
Experience
InvestEdge, Inc. June 2006 - Present
Wilmington Trust April 1988 - June 2006
Skills
Financial Services, Equities, Fixed Income, Bloomberg, Mutual Funds, Portfolio Management, Asset Management, Asset Managment, Securities, Wealth Management, Investments, Alternative Investments, Business Development
Education
Wilmington University 2013 — 2014
Master of Business Administration (M.B.A.), Finance, General
Goldey-Beacom College
BS, Finance
InvestEdge, Inc. June 2006 - Present
Wilmington Trust April 1988 - June 2006
Skills
Financial Services, Equities, Fixed Income, Bloomberg, Mutual Funds, Portfolio Management, Asset Management, Asset Managment, Securities, Wealth Management, Investments, Alternative Investments, Business Development
Education
Wilmington University 2013 — 2014
Master of Business Administration (M.B.A.), Finance, General
Goldey-Beacom College
BS, Finance
Karen Schaffer's InvestEdge, Inc. Experience April 2014 - Present
Job Core Architect/Performance Subject Matter Expert at InvestEdge, Inc.
Industry Computer Software
Experience
InvestEdge, Inc. April 2014 - Present
The Bank of New York Mellon/Pershing Managed Account Solutions July 2012 - March 2014
Deacom October 2006 - June 2012
PAGE Co-op August 2003 - October 2006
Clarion CRA 1998 - 2001
Skills
Microsoft SQL Server, ERP, Process Improvement, SQL, Databases, Strategic Planning, Data Manipulation, Data Conversion, Data Integration, SQL Server Management..., Project Management, SSIS, Data Cleaning, Crystal Reports
Education
Penn State University 2001 — 2002
MS, Software Engineering
Penn State University 2000 — 2001
MS, Information Science
Seton Hill University 1990 — 1994
BS, Accounting
InvestEdge, Inc. April 2014 - Present
The Bank of New York Mellon/Pershing Managed Account Solutions July 2012 - March 2014
Deacom October 2006 - June 2012
PAGE Co-op August 2003 - October 2006
Clarion CRA 1998 - 2001
Skills
Microsoft SQL Server, ERP, Process Improvement, SQL, Databases, Strategic Planning, Data Manipulation, Data Conversion, Data Integration, SQL Server Management..., Project Management, SSIS, Data Cleaning, Crystal Reports
Education
Penn State University 2001 — 2002
MS, Software Engineering
Penn State University 2000 — 2001
MS, Information Science
Seton Hill University 1990 — 1994
BS, Accounting
Igor Vovchik's InvestEdge, Inc. Experience August 2015 - Present
Job Analyst
Industry Information Technology and Services
Experience
InvestEdge, Inc. August 2015 - Present
BNY Mellon March 2015 - August 2015
BNY Mellon May 2011 - March 2015
BNP Paribas Brokerage Services, Inc September 2010 - May 2011
Lincoln Investment Planning, Inc July 2008 - September 2010
Skills
Analysis, Trading, Microsoft Excel, Investments, AS400 system, Mutual Funds, Fund Accounting, DTC, Financial Analysis, Equities, Broker/Dealer Operations, Trade Support, Microsoft Word, Bloomberg, Eagle, Security APL, Communication, Highly detail oriented, Customer Service, Finance, Securities, Portfolio Management, Financial Services, DVP&R, Asset Management, Fixed Income, Account Reconciliation, Corporate Actions, Settlement, Process Improvement, Accounting, Business Analysis, Continuous Improvement, Project Management, Entrepreneurship, Leadership
Education
Temple University
Bachelor of Business Administration, Finance
InvestEdge, Inc. August 2015 - Present
BNY Mellon March 2015 - August 2015
BNY Mellon May 2011 - March 2015
BNP Paribas Brokerage Services, Inc September 2010 - May 2011
Lincoln Investment Planning, Inc July 2008 - September 2010
Skills
Analysis, Trading, Microsoft Excel, Investments, AS400 system, Mutual Funds, Fund Accounting, DTC, Financial Analysis, Equities, Broker/Dealer Operations, Trade Support, Microsoft Word, Bloomberg, Eagle, Security APL, Communication, Highly detail oriented, Customer Service, Finance, Securities, Portfolio Management, Financial Services, DVP&R, Asset Management, Fixed Income, Account Reconciliation, Corporate Actions, Settlement, Process Improvement, Accounting, Business Analysis, Continuous Improvement, Project Management, Entrepreneurship, Leadership
Education
Temple University
Bachelor of Business Administration, Finance
DC Wang's InvestEdge, Inc. Experience March 2015 - July 2015
Job Senior Developer of .NET & SQL Server
Industry Insurance
Experience
InvestEdge, Inc. March 2015 - July 2015
CDI Corporation October 2013 - February 2015
Arsenault Associates April 2012 - September 2013
Akcelerant Software January 2012 - March 2012
Ally Financial Inc. January 2011 - December 2011
USLI May 2000 - August 2010
Skills
C#, VB.NET, T-SQL, Microsoft SQL Server, ASP.NET MVC, SSIS, SQL Server, .NET, Agile, XML, HTML, JavaScript, Scrum, Software Development, Access, Entity Framework
Education
University of Pennsylvania 1985 — 1991
Doctor of Philosophy (PhD), Biophysics
InvestEdge, Inc. March 2015 - July 2015
CDI Corporation October 2013 - February 2015
Arsenault Associates April 2012 - September 2013
Akcelerant Software January 2012 - March 2012
Ally Financial Inc. January 2011 - December 2011
USLI May 2000 - August 2010
Skills
C#, VB.NET, T-SQL, Microsoft SQL Server, ASP.NET MVC, SSIS, SQL Server, .NET, Agile, XML, HTML, JavaScript, Scrum, Software Development, Access, Entity Framework
Education
University of Pennsylvania 1985 — 1991
Doctor of Philosophy (PhD), Biophysics
Guy Bloch's InvestEdge, Inc. Experience March 2012 - October 2012
Job SSIS/SSRS/Sql Developer
Industry Computer Software
Experience
VyStar Credit Union March 2015 - Present
Allstate March 2014 - February 2015
Merrill Lynch November 2012 - March 2014
Rovi September 2012 - November 2012
InvestEdge, Inc. March 2012 - October 2012
Skills
Microsoft SQL Server, ssrs, Crystal Reports, Report Builder, Access, SSIS, SQL, SSRS, SDLC, Databases, T-SQL, Data Warehousing, Database Design, ETL
Education
King's College
Bachelor's degree Computer Information Systems
Kings College Pennsylvania
BA, Computer and Information Sciences, General
VyStar Credit Union March 2015 - Present
Allstate March 2014 - February 2015
Merrill Lynch November 2012 - March 2014
Rovi September 2012 - November 2012
InvestEdge, Inc. March 2012 - October 2012
Skills
Microsoft SQL Server, ssrs, Crystal Reports, Report Builder, Access, SSIS, SQL, SSRS, SDLC, Databases, T-SQL, Data Warehousing, Database Design, ETL
Education
King's College
Bachelor's degree Computer Information Systems
Kings College Pennsylvania
BA, Computer and Information Sciences, General