InvestorForce Company
Industry: Software company
DescriptionFounded: 1999 Parent organizations: Investor Force Holdings, Inc, Actua Corporation
InvestorForce List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at InvestorForce. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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InvestorForce Employees
Employee
Years
Job
Industry
Karl Woodeshick Karl Woodeshick's InvestorForce Experience 2003 - 2005
Job Regional Account Executive at PeopleAdmin
Industry Information Technology and Services
Experience
PeopleAdmin August 2014 - Present
NASDAQ OMX February 2013 - February 2014
Bentley Systems June 2011 - November 2012
DecisionOne December 2006 - June 2011
NV Homes April 2005 - September 2006
InvestorForce 2003 - 2005
Skills
Salesforce.com, New Business Development, Solution Selling, Account Management, Negotiation, Sales Process, Forecasting, Customer Service, Contract Negotiation, Problem Solving, Key Account Management, Excel, Microsoft Office, SaaS, Sales Support, PowerPoint, Word
Education
Rowan University 1990 — 1995
BA, Economics
PeopleAdmin August 2014 - Present
NASDAQ OMX February 2013 - February 2014
Bentley Systems June 2011 - November 2012
DecisionOne December 2006 - June 2011
NV Homes April 2005 - September 2006
InvestorForce 2003 - 2005
Skills
Salesforce.com, New Business Development, Solution Selling, Account Management, Negotiation, Sales Process, Forecasting, Customer Service, Contract Negotiation, Problem Solving, Key Account Management, Excel, Microsoft Office, SaaS, Sales Support, PowerPoint, Word
Education
Rowan University 1990 — 1995
BA, Economics
Denise A. Campbell Denise A. Campbell's InvestorForce Experience 2000 - 2001
Job Head of Consumer Marketing, US Immunology
Industry Marketing and Advertising
Experience
AbbVie October 2013 - Present
Lil' Drug Store Products September 2010 - April 2015
OxfordSM August 2011 - October 2013
AstraZeneca Pharmaceuticals May 2003 - July 2011
Bristol-Myers Squibb 2001 - 2003
InvestorForce 2000 - 2001
uBid.com 1999 - 2000
The Quaker Oats Company 1988 - 1998
Skills
E-commerce, Pharmaceutical Industry, B2B, Strategy, Marketing, Leadership, CRM, Marketing Strategy, Market Research, Product Marketing, FMCG, Positioning, Cross-functional Team..., P&L Management, Brand Development, Product Development, Brand Management, Management, Strategic Planning, Change Management, Segmentation
Education
University of Pennsylvania - The Wharton School 2002 — 2002
Certificate, Pharmaceutical Marketing
University of Michigan - Stephen M. Ross School of Business 1984 — 1988
MBA, Marketing/General Management
AbbVie October 2013 - Present
Lil' Drug Store Products September 2010 - April 2015
OxfordSM August 2011 - October 2013
AstraZeneca Pharmaceuticals May 2003 - July 2011
Bristol-Myers Squibb 2001 - 2003
InvestorForce 2000 - 2001
uBid.com 1999 - 2000
The Quaker Oats Company 1988 - 1998
Skills
E-commerce, Pharmaceutical Industry, B2B, Strategy, Marketing, Leadership, CRM, Marketing Strategy, Market Research, Product Marketing, FMCG, Positioning, Cross-functional Team..., P&L Management, Brand Development, Product Development, Brand Management, Management, Strategic Planning, Change Management, Segmentation
Education
University of Pennsylvania - The Wharton School 2002 — 2002
Certificate, Pharmaceutical Marketing
University of Michigan - Stephen M. Ross School of Business 1984 — 1988
MBA, Marketing/General Management
Adrianna Simpson Adrianna Simpson's InvestorForce Experience July 2010 - January 2012
Job Business Systems Analyst at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab November 2014 - Present
Bankrate, Inc. April 2014 - November 2014
Liberty Skis August 2012 - April 2014
Urban Outfitters January 2012 - August 2012
Investorforce July 2010 - January 2012
ICG Commerce December 2009 - July 2010
RCG Capital Advisors December 2006 - November 2008
Seven Hills Partners May 2007 - July 2007
Mount Yale Capital Group May 2006 - December 2006
Skills
Data Analysis, Financial Modeling, Microsoft Excel, Financial Analysis, Valuation, Research, Analysis, Microsoft Office, Investments, SQL, Forecasting, Business Analysis, Accounting, Finance, Business Strategy, Project Management, Management, Strategy
Education
University of Colorado Boulder - Leeds School of Business 2004 — 2008
BS, Business Finance
Charles Schwab November 2014 - Present
Bankrate, Inc. April 2014 - November 2014
Liberty Skis August 2012 - April 2014
Urban Outfitters January 2012 - August 2012
Investorforce July 2010 - January 2012
ICG Commerce December 2009 - July 2010
RCG Capital Advisors December 2006 - November 2008
Seven Hills Partners May 2007 - July 2007
Mount Yale Capital Group May 2006 - December 2006
Skills
Data Analysis, Financial Modeling, Microsoft Excel, Financial Analysis, Valuation, Research, Analysis, Microsoft Office, Investments, SQL, Forecasting, Business Analysis, Accounting, Finance, Business Strategy, Project Management, Management, Strategy
Education
University of Colorado Boulder - Leeds School of Business 2004 — 2008
BS, Business Finance
Michael Porter, CFA, CMA Michael Porter, CFA, CMA's InvestorForce Experience 2000 - 2001
Job Vice President at AQR Capital Management
Industry Investment Management
Experience
AQR Capital Management September 2014 - Present
Saddle Peak Asset Management July 2011 - December 2012
Dimensional Fund Advisors 2006 - November 2010
Metropolitan West Asset Management July 2001 - September 2006
InvestorForce 2000 - 2001
Asset Strategy Consulting 1997 - 2000
Nissan 1996 - 1997
Verizon 1992 - 1996
Skills
Series 7, Series 63, Investments, Asset Management, Wealth Management, Financial Advisory, FINRA Series 6, Asset Managment, Fixed Income, Financial Analysis, Series 6, Asset Allocation, Portfolio Management, Investment Management, Financial Markets, Equities, Investment Strategies, Equity Research, Financial Services, Capital Markets, Emerging Markets, Strategic Financial..., Relationship Management, Finance, Strategy, Alternative Investments, Hedge Funds, Investment Advisory, Institutional..., Structured Finance, Mutual Funds, Bloomberg, Securities, Manage Client..., Communication
Education
Cornell University - S.C. Johnson Graduate School of Management 1990 — 1992
MBA, Focus: Finance and Investments
Villanova University 1985 — 1989
BS, Business Administration
AQR Capital Management September 2014 - Present
Saddle Peak Asset Management July 2011 - December 2012
Dimensional Fund Advisors 2006 - November 2010
Metropolitan West Asset Management July 2001 - September 2006
InvestorForce 2000 - 2001
Asset Strategy Consulting 1997 - 2000
Nissan 1996 - 1997
Verizon 1992 - 1996
Skills
Series 7, Series 63, Investments, Asset Management, Wealth Management, Financial Advisory, FINRA Series 6, Asset Managment, Fixed Income, Financial Analysis, Series 6, Asset Allocation, Portfolio Management, Investment Management, Financial Markets, Equities, Investment Strategies, Equity Research, Financial Services, Capital Markets, Emerging Markets, Strategic Financial..., Relationship Management, Finance, Strategy, Alternative Investments, Hedge Funds, Investment Advisory, Institutional..., Structured Finance, Mutual Funds, Bloomberg, Securities, Manage Client..., Communication
Education
Cornell University - S.C. Johnson Graduate School of Management 1990 — 1992
MBA, Focus: Finance and Investments
Villanova University 1985 — 1989
BS, Business Administration
Janiene Pitt Janiene Pitt's InvestorForce Experience 2000 - 2003
Job Practice Manager Ageless Health, LLC
Industry Medical Practice
Experience
Ageless Health October 2008 - Present
Distinctive Living Publications 2004 - October 2008
InvestorForce 2000 - 2003
Morgan Stanley Investment Management 1995 - 2000
Silo 1991 - 1994
AIG 1987 - 1991
Independence Blue Cross June 1987 - December 1987
Skills
Account Management, Product Management, New Business Development, Salesforce.com, Strategic Planning, Marketing Strategy, Start-ups, Sales Operations, Advertising, Management, Healthcare Management, Marketing, Strategy, Sales, Training, Customer Service, Leadership
Education
La Salle University
Bachelor of Science (B.S.)
Ageless Health October 2008 - Present
Distinctive Living Publications 2004 - October 2008
InvestorForce 2000 - 2003
Morgan Stanley Investment Management 1995 - 2000
Silo 1991 - 1994
AIG 1987 - 1991
Independence Blue Cross June 1987 - December 1987
Skills
Account Management, Product Management, New Business Development, Salesforce.com, Strategic Planning, Marketing Strategy, Start-ups, Sales Operations, Advertising, Management, Healthcare Management, Marketing, Strategy, Sales, Training, Customer Service, Leadership
Education
La Salle University
Bachelor of Science (B.S.)
Amit Basu's InvestorForce Experience 2009 - 2012
Job Business focused technology executive; helped mature and sell several highgrowth companies for shareholders
Industry Information Technology and Services
Experience
Scivantage 2014 - Present
Procurian (now part of Accenture) 2012 - 2014
InvestorForce 2009 - 2012
Albridge Solutions 2008 - 2009
Albridge Solutions 2006 - 2008
Albridge Solutions 2005 - 2006
BISYS 2001 - 2004
SunGard 1997 - 2001
SunGard 1993 - 1997
Skills
SDLC, Product Management, SaaS, IT Strategy, Business Intelligence, Business Analysis, Strategy, Enterprise Software, Financial Services, Vendor Management, Integration, Program Management, Data Warehousing, Business Process, Process Improvement, Project Management, Outsourcing, CRM, Software Project..., Management, Agile Methodologies, Consulting, Software Development, Leadership, Oracle, Professional Services
Education
University College London, U. of London
Bachelor of Engineering, Mechanical Engineering
Stratford School
Scivantage 2014 - Present
Procurian (now part of Accenture) 2012 - 2014
InvestorForce 2009 - 2012
Albridge Solutions 2008 - 2009
Albridge Solutions 2006 - 2008
Albridge Solutions 2005 - 2006
BISYS 2001 - 2004
SunGard 1997 - 2001
SunGard 1993 - 1997
Skills
SDLC, Product Management, SaaS, IT Strategy, Business Intelligence, Business Analysis, Strategy, Enterprise Software, Financial Services, Vendor Management, Integration, Program Management, Data Warehousing, Business Process, Process Improvement, Project Management, Outsourcing, CRM, Software Project..., Management, Agile Methodologies, Consulting, Software Development, Leadership, Oracle, Professional Services
Education
University College London, U. of London
Bachelor of Engineering, Mechanical Engineering
Stratford School
Andrea Frank's InvestorForce Experience February 2001 - June 2003
Job Executive Assistant at LLR Partners
Industry Venture Capital & Private Equity
Experience
LLR Partners March 2012 - Present
BlackRock January 2011 - March 2012
KPMG LLP December 2003 - January 2010
InvestorForce February 2001 - June 2003
Albert Einstein Healthcare Network February 2000 - February 2001
VHA June 1993 - February 2000
M.S. Baylor & Associates March 1992 - June 1993
Education
Delaware County Community College
Associates Degree, Paralegal Studies
Harcum Junior College
Associates Degree, Science
LLR Partners March 2012 - Present
BlackRock January 2011 - March 2012
KPMG LLP December 2003 - January 2010
InvestorForce February 2001 - June 2003
Albert Einstein Healthcare Network February 2000 - February 2001
VHA June 1993 - February 2000
M.S. Baylor & Associates March 1992 - June 1993
Education
Delaware County Community College
Associates Degree, Paralegal Studies
Harcum Junior College
Associates Degree, Science
Jason Mowry Jason Mowry's InvestorForce Experience 2008 - 2009
Job Software Architect at F&I Administration Solutions, LLC
Industry Information Technology and Services
Experience
F&I Administration Solutions, LLC 2012 - Present
Rovi 2009 - 2012
Tyler Arboretum 2010 - 2011
InvestorForce 2008 - 2009
PFPC 1998 - 2008
AEGON Americas 1991 - 1997
Skills
Software Development, Team Leadership, Software Project..., Business Analysis, .NET, C#, Visual Basic, ASP.NET, Microsoft SQL Server, SQL, JavaScript, CSS, AJAX, HTML, XML, Windows, C++, Web Services, Web Development, Object Oriented Design, Enterprise Architecture, IT Management, Perforce, Web Applications, Databases
Education
Brown University
Bachelor of Science (B.S.), Computer Science
Conestoga High School
F&I Administration Solutions, LLC 2012 - Present
Rovi 2009 - 2012
Tyler Arboretum 2010 - 2011
InvestorForce 2008 - 2009
PFPC 1998 - 2008
AEGON Americas 1991 - 1997
Skills
Software Development, Team Leadership, Software Project..., Business Analysis, .NET, C#, Visual Basic, ASP.NET, Microsoft SQL Server, SQL, JavaScript, CSS, AJAX, HTML, XML, Windows, C++, Web Services, Web Development, Object Oriented Design, Enterprise Architecture, IT Management, Perforce, Web Applications, Databases
Education
Brown University
Bachelor of Science (B.S.), Computer Science
Conestoga High School
Victor Carter-Bey, DM Victor Carter-Bey, DM's InvestorForce Experience October 2001 - May 2003
Job Director, Certification at Project Management Institute
Industry Nonprofit Organization Management
Experience
Project Management Institute April 2011 - Present
Prometric December 2005 - February 2011
CheckFree Investment Services May 2003 - December 2005
InvestorForce October 2001 - May 2003
Credit Suisse First Boston May 2000 - September 2001
T. Rowe Price September 1997 - May 2000
Skills
Strategic Planning, Business Strategy, Product Management, Vendor Management, Business Development, CRM, Financial Services, Account Management, Process Improvement, Team Building, New Business Development
Education
The Johns Hopkins University 1992 — 1996
BA, Political Science
New York University - Leonard N. Stern School of Business 2002 — 2005
MBA, Finance & Marketing
University of Maryland University College 2010 — 2013
Doctorate, Management
Project Management Institute April 2011 - Present
Prometric December 2005 - February 2011
CheckFree Investment Services May 2003 - December 2005
InvestorForce October 2001 - May 2003
Credit Suisse First Boston May 2000 - September 2001
T. Rowe Price September 1997 - May 2000
Skills
Strategic Planning, Business Strategy, Product Management, Vendor Management, Business Development, CRM, Financial Services, Account Management, Process Improvement, Team Building, New Business Development
Education
The Johns Hopkins University 1992 — 1996
BA, Political Science
New York University - Leonard N. Stern School of Business 2002 — 2005
MBA, Finance & Marketing
University of Maryland University College 2010 — 2013
Doctorate, Management
Eric Lee Smith's InvestorForce Experience July 2005 - August 2010
Job Entrepreneur, Software Analyst/Designer, Game Designer
Industry Computer Software
Experience
Eric Lee Smith EDITIONS September 2014 - Present
National University of Singapore 2007 - December 2014
Shenandoah Studio January 2011 - August 2014
InvestorForce July 2005 - August 2010
Eric Lee Smith INNOVATIONS May 2003 - June 2005
GivingCapital, Inc. September 1999 - May 2003
Future Performance, Inc. October 1998 - September 1999
Reality Online July 1988 - October 1998
MicroDesign, Inc. October 1985 - July 1988
Victory Games December 1982 - October 1985
Skills
Entrepreneurship, Product Management, Product Development, Strategy, Start-ups, User Experience, Mobile Devices, User Interface Design, Business Strategy, Software Development, Creative Direction, Mobile Applications, Game Design, Enterprise Software, Management Consulting, Consulting, Web Development, Management, Leadership
Education
Pratt Institute 1978 — 1982
BFA, Fine Art & Photography
Eric Lee Smith EDITIONS September 2014 - Present
National University of Singapore 2007 - December 2014
Shenandoah Studio January 2011 - August 2014
InvestorForce July 2005 - August 2010
Eric Lee Smith INNOVATIONS May 2003 - June 2005
GivingCapital, Inc. September 1999 - May 2003
Future Performance, Inc. October 1998 - September 1999
Reality Online July 1988 - October 1998
MicroDesign, Inc. October 1985 - July 1988
Victory Games December 1982 - October 1985
Skills
Entrepreneurship, Product Management, Product Development, Strategy, Start-ups, User Experience, Mobile Devices, User Interface Design, Business Strategy, Software Development, Creative Direction, Mobile Applications, Game Design, Enterprise Software, Management Consulting, Consulting, Web Development, Management, Leadership
Education
Pratt Institute 1978 — 1982
BFA, Fine Art & Photography
Pavel Kagan Pavel Kagan's InvestorForce Experience January 2005 - December 2007
Job at MSCI, Inc
Industry Financial Services
Experience
MSCI Inc. September 2008 - Present
Financial Software Systems January 2008 - September 2008
InvestorForce January 2005 - December 2007
Susquehanna International Group April 1998 - December 2004
Skills
Analysis, Quality Assurance, Databases, SQL, SDLC, Business Analysis, Requirements Analysis, Risk Management, Business Intelligence, Software Project..., Financial Analysis, XML, Testing
Education
Drexel University 1995 — 2002
BS and MBA, Finance
MSCI Inc. September 2008 - Present
Financial Software Systems January 2008 - September 2008
InvestorForce January 2005 - December 2007
Susquehanna International Group April 1998 - December 2004
Skills
Analysis, Quality Assurance, Databases, SQL, SDLC, Business Analysis, Requirements Analysis, Risk Management, Business Intelligence, Software Project..., Financial Analysis, XML, Testing
Education
Drexel University 1995 — 2002
BS and MBA, Finance
Alexis Muhly, MBA Alexis Muhly, MBA's InvestorForce Experience January 2000 - August 2001
Job CTO/CIO at Associated Partners LP
Industry Venture Capital & Private Equity
Experience
Associated Partners LP March 2002 - Present
First Atlantic Federal Credit Union September 2001 - March 2002
InvestorForce January 2000 - August 2001
Fleet Credit Card Services January 1997 - January 2000
Omicron Consulting 1994 - 1997
Skills
Microsoft Dynamics ERP, Strategic Planning, Software Development, Microsoft SQL Server, Change Management, Project Management, Business Intelligence, Unified Communications, Business Strategy, Business Analysis, Process Efficiency, Business Efficiency, Operational Efficiency, Cost Efficiency, Start-ups, IT Strategy, Enterprise Software, Scrum, CRM, Enterprise Architecture, Telecommunications, Windows, Process Improvement, Budgets, Mergers & Acquisitions, Cloud Computing, Project Planning, Team Leadership, Vendor Management, Management, Analysis, Windows Server, Consulting, Networking, Program Management, Social Media, Strategy, Integration, Social Networking, Product Management, Business Development
Education
Saint Joseph's University - Erivan K. Haub School of Business 2008 — 2010
Executive MBA, Business
Penn State University 1989 — 1994
Bachelor of Arts (B.A.), Communication and Media Studies
Associated Partners LP March 2002 - Present
First Atlantic Federal Credit Union September 2001 - March 2002
InvestorForce January 2000 - August 2001
Fleet Credit Card Services January 1997 - January 2000
Omicron Consulting 1994 - 1997
Skills
Microsoft Dynamics ERP, Strategic Planning, Software Development, Microsoft SQL Server, Change Management, Project Management, Business Intelligence, Unified Communications, Business Strategy, Business Analysis, Process Efficiency, Business Efficiency, Operational Efficiency, Cost Efficiency, Start-ups, IT Strategy, Enterprise Software, Scrum, CRM, Enterprise Architecture, Telecommunications, Windows, Process Improvement, Budgets, Mergers & Acquisitions, Cloud Computing, Project Planning, Team Leadership, Vendor Management, Management, Analysis, Windows Server, Consulting, Networking, Program Management, Social Media, Strategy, Integration, Social Networking, Product Management, Business Development
Education
Saint Joseph's University - Erivan K. Haub School of Business 2008 — 2010
Executive MBA, Business
Penn State University 1989 — 1994
Bachelor of Arts (B.A.), Communication and Media Studies
Andre Boreas Andre Boreas's InvestorForce Experience March 2000 - December 2001
Job CEO Quadsight Partners
Industry Investment Management
Experience
Quadsight Partners March 2015 - Present
IntraLinks October 2011 - February 2015
MSCI Inc. / InvestorForce September 2010 - July 2011
SF Capital Group February 2007 - January 2010
NewMarket Capital Partners May 2004 - August 2006
PFM Advisors December 2001 - May 2004
InvestorForce March 2000 - December 2001
Abbott Capital Management January 1996 - June 1998
Skills
Asset Allocation, Portfolio Management, Hedge Funds, Private Equity, Product Management, Marketing, Investor Relations, Alternative Investments, Investment Advisory, Private Client Services, Family Office, Equities, Commodity Markets, Fixed Income Strategies, Product Marketing, Institutional..., Investments, Investment Management, Asset Management
Education
Drexel University
MSIS, Information Systems
Villanova University
BS, Finance
Quadsight Partners March 2015 - Present
IntraLinks October 2011 - February 2015
MSCI Inc. / InvestorForce September 2010 - July 2011
SF Capital Group February 2007 - January 2010
NewMarket Capital Partners May 2004 - August 2006
PFM Advisors December 2001 - May 2004
InvestorForce March 2000 - December 2001
Abbott Capital Management January 1996 - June 1998
Skills
Asset Allocation, Portfolio Management, Hedge Funds, Private Equity, Product Management, Marketing, Investor Relations, Alternative Investments, Investment Advisory, Private Client Services, Family Office, Equities, Commodity Markets, Fixed Income Strategies, Product Marketing, Institutional..., Investments, Investment Management, Asset Management
Education
Drexel University
MSIS, Information Systems
Villanova University
BS, Finance
Kristin Shofner Kristin Shofner's InvestorForce Experience January 2000 - May 2003
Job Senior Vice President, Pyramis Global Advisors
Industry Financial Services
Experience
Pyramis Global Advisors July 2013 - Present
Lord, Abbett & Co. LLC June 2003 - June 2013
InvestorForce January 2000 - May 2003
Skills
Alternative Investments, Asset Allocation, Econometrics, Content Development, Asset Managment, Hedge Funds, Mutual Funds, Series 63, Equity Research, Equities, Investments, Investment Advisory, Fixed Income, Series 7, Institutional..., Investment Management, Capital Markets, Fund Of Funds, Bloomberg, Portfolio Management, Securities, Investment Strategies, Pension Funds, Asset Management, Investor Relations, Retirement, Pensions, Bonds, Wealth Management, Series 24, ETFs
Education
Marymount High School
University of California, Santa Barbara
BA, History and Sociology
Pyramis Global Advisors July 2013 - Present
Lord, Abbett & Co. LLC June 2003 - June 2013
InvestorForce January 2000 - May 2003
Skills
Alternative Investments, Asset Allocation, Econometrics, Content Development, Asset Managment, Hedge Funds, Mutual Funds, Series 63, Equity Research, Equities, Investments, Investment Advisory, Fixed Income, Series 7, Institutional..., Investment Management, Capital Markets, Fund Of Funds, Bloomberg, Portfolio Management, Securities, Investment Strategies, Pension Funds, Asset Management, Investor Relations, Retirement, Pensions, Bonds, Wealth Management, Series 24, ETFs
Education
Marymount High School
University of California, Santa Barbara
BA, History and Sociology
Kyle Mosteller Kyle Mosteller's InvestorForce Experience 2006 - 2008
Job Student at West Chester University of Pennsylvania
Industry
Experience
Guns Inc 2012 - 2012
Dorman Products 2011 - 2012
InvestorForce 2006 - 2008
Skills
Automotive, Customer Service, Marketing, Databases, Technical Documentation, Writing, Automotive Aftermarket, Automotive Parts, Automotive Products, Firearms, Firearms Instruction, Database Design, Database Administration, Sales, Copy Editing, Software Documentation
Education
West Chester University of Pennsylvania 2014 — 2016
Master of Business Administration (M.B.A.)
Drexel University 2003 — 2007
Bachelor of Business Administration (BBA), Marketing
Guns Inc 2012 - 2012
Dorman Products 2011 - 2012
InvestorForce 2006 - 2008
Skills
Automotive, Customer Service, Marketing, Databases, Technical Documentation, Writing, Automotive Aftermarket, Automotive Parts, Automotive Products, Firearms, Firearms Instruction, Database Design, Database Administration, Sales, Copy Editing, Software Documentation
Education
West Chester University of Pennsylvania 2014 — 2016
Master of Business Administration (M.B.A.)
Drexel University 2003 — 2007
Bachelor of Business Administration (BBA), Marketing
John Wartman John Wartman's InvestorForce Experience 2000 - 2001
Job Principal, Huntsman Alternatives, LLC
Industry Investment Management
Experience
Huntsman Alternatives, LLC March 2015 - Present
Claughton Capital LLC September 2013 - February 2015
Agecroft Partners LLC March 2013 - August 2013
Monsoon Capital LLC March 2011 - October 2012
Huntsman Advisors August 2007 - March 2011
Millrace Asset Group February 2005 - June 2007
Global Alternative Investments Company March 2002 - February 2005
Investorforce 2000 - 2001
American Management Systems (AMS) 1996 - 1999
Prudential Securities 1984 - 1996
Skills
Hedge Funds, Alternative Investments, Risk Management, Investment Strategies, Options, Asset Allocation, Portfolio Management, Equities, Fund Of Funds, Emerging Markets, Investor Relations, Derivatives, portfolio construction, Strategy, Securities, Investments
Education
Thunderbird School of Global Management 1978 — 1979
MIM, International Business
Brown University 1972 — 1976
AB, Pre-architecture
Huntsman Alternatives, LLC March 2015 - Present
Claughton Capital LLC September 2013 - February 2015
Agecroft Partners LLC March 2013 - August 2013
Monsoon Capital LLC March 2011 - October 2012
Huntsman Advisors August 2007 - March 2011
Millrace Asset Group February 2005 - June 2007
Global Alternative Investments Company March 2002 - February 2005
Investorforce 2000 - 2001
American Management Systems (AMS) 1996 - 1999
Prudential Securities 1984 - 1996
Skills
Hedge Funds, Alternative Investments, Risk Management, Investment Strategies, Options, Asset Allocation, Portfolio Management, Equities, Fund Of Funds, Emerging Markets, Investor Relations, Derivatives, portfolio construction, Strategy, Securities, Investments
Education
Thunderbird School of Global Management 1978 — 1979
MIM, International Business
Brown University 1972 — 1976
AB, Pre-architecture
Richard Chimberg Richard Chimberg's InvestorForce Experience 2000 - 2002
Job Principal at CLMedia Relations LLC and Owner
Industry Public Relations and Communications
Experience
CL-Media Relations LLC 2006 - Present
Putnam Lovell NBF 2003 - 2005
InvestorForce 2000 - 2002
Bloomberg News 1998 - 2000
Investment Management Weekly and ROI magazine 1988 - 1997
SEI 1986 - 1987
Institutional Investor 1983 - 1985
Education
City College of New York
New School University
Tel Aviv University
CL-Media Relations LLC 2006 - Present
Putnam Lovell NBF 2003 - 2005
InvestorForce 2000 - 2002
Bloomberg News 1998 - 2000
Investment Management Weekly and ROI magazine 1988 - 1997
SEI 1986 - 1987
Institutional Investor 1983 - 1985
Education
City College of New York
New School University
Tel Aviv University
Luke DeStefano Luke DeStefano's InvestorForce Experience June 2010 - February 2012
Job Manager of Technical Support and Infrastructure at InvestorForce
Industry Information Technology and Services
Experience
Investor Force An MSCI Brand March 2012 - Present
InvestorForce June 2010 - February 2012
Wuhan Yangtze International School September 2007 - June 2010
St. Jude Medical, Neuromodulation Division January 2003 - May 2007
Fellowship Bible Church North August 1999 - January 2003
Skills
Computer Hardware, Servers, Software Installation, Laptops, Microsoft Office, HP Proliant, HP EVA, Microsoft SharePoint, Microsoft Lync, SharePoint, Disaster Recovery, Storage Area Networks, XP, Vendor Management, Networking, Technical Support, Windows XP
Education
University of Phoenix 2009 — 2011
AAIT, Networking
Collin County Community College 2000 — 2002
Investor Force An MSCI Brand March 2012 - Present
InvestorForce June 2010 - February 2012
Wuhan Yangtze International School September 2007 - June 2010
St. Jude Medical, Neuromodulation Division January 2003 - May 2007
Fellowship Bible Church North August 1999 - January 2003
Skills
Computer Hardware, Servers, Software Installation, Laptops, Microsoft Office, HP Proliant, HP EVA, Microsoft SharePoint, Microsoft Lync, SharePoint, Disaster Recovery, Storage Area Networks, XP, Vendor Management, Networking, Technical Support, Windows XP
Education
University of Phoenix 2009 — 2011
AAIT, Networking
Collin County Community College 2000 — 2002
Nimisha Savani's InvestorForce Experience 1999 - 2001
Job Global Marketing and Communications Leader
Industry Hospital & Health Care
Experience
Academic Partnerships November 2014 - Present
UT Southwestern Medical Center 2013 - 2014
ConvaTec October 2008 - 2012
Bristol-Myers Squibb June 2005 - September 2008
Bristol-Myers Squibb 2001 - June 2005
InvestorForce 1999 - 2001
Campbell Soup Company 1997 - 1999
RBC Royal Bank 1988 - 1995
Skills
Marketing Strategy, Corporate Communications, Marketing Communications, Product Marketing, Strategy, Leadership, Strategic Communications, Marketing, Corporate Governance, Corporate Branding, Media Relations, Strategic Planning, Internal Communications, Market Research, Advertising, Marketing Management, Brand Management, Business Strategy, Global Marketing, Brand Development, Public Relations, Business Planning, Integrated Marketing, Product Launch, Event Management, Corporate Events, Crisis Communications, Press Releases, Social Media..., Social Media Marketing, Social Media, Cross Functional Team..., Cross Functional..., Management, Cross-functional Team..., Medical Devices
Education
University of Pennsylvania - The Wharton School
Fellows
Villanova University 1996 — 1997
MBA - The Villanova School of Business, Management, Marketing, International Business
University of Toronto 1983 — 1986
B.Sc, Psychology
Academic Partnerships November 2014 - Present
UT Southwestern Medical Center 2013 - 2014
ConvaTec October 2008 - 2012
Bristol-Myers Squibb June 2005 - September 2008
Bristol-Myers Squibb 2001 - June 2005
InvestorForce 1999 - 2001
Campbell Soup Company 1997 - 1999
RBC Royal Bank 1988 - 1995
Skills
Marketing Strategy, Corporate Communications, Marketing Communications, Product Marketing, Strategy, Leadership, Strategic Communications, Marketing, Corporate Governance, Corporate Branding, Media Relations, Strategic Planning, Internal Communications, Market Research, Advertising, Marketing Management, Brand Management, Business Strategy, Global Marketing, Brand Development, Public Relations, Business Planning, Integrated Marketing, Product Launch, Event Management, Corporate Events, Crisis Communications, Press Releases, Social Media..., Social Media Marketing, Social Media, Cross Functional Team..., Cross Functional..., Management, Cross-functional Team..., Medical Devices
Education
University of Pennsylvania - The Wharton School
Fellows
Villanova University 1996 — 1997
MBA - The Villanova School of Business, Management, Marketing, International Business
University of Toronto 1983 — 1986
B.Sc, Psychology
James Reale James Reale's InvestorForce Experience July 2012 - May 2013
Job QA Analyst at eMoney Advisor: Leveraging Technology to Enhance the Advisor / Client Relationship
Industry Recreational Facilities and Services
Experience
eMoney Advisor June 2013 - Present
InvestorForce July 2012 - May 2013
North Hills Country Club 2006 - July 2012
Fiserv May 2011 - June 2011
Transaction Payment Systems May 2010 - August 2010
Skills
Regression Testing, Leadership, Test Cases, Databases, Quality Assurance, Software Documentation, Functional Testing, Visual Studio, Manual Testing, User Acceptance Testing, Mobile Testing, Integration Testing, FogBugz, TFS, Bugzilla, SharePoint, SQL, Agile Methodologies, XML, SDLC, Microsoft Office, Bug Tracking, Microsoft SQL Server, Process Improvement, HTML, Visio, C#, ASP.NET, SQL Server Management..., Visual Basic, Project Planning, Computer Proficiency, Microsoft Team..., Stress Testing, Load Testing, Smoke Testing
Education
Penn State University 2007 — 2011
Bachelor of Science, Information Sciences and Technology
Fachhochschule Hof 2010 — 2010
Certificate of Course, Understanding E-commerce (SAP)
Abington Senior HS 2003 — 2006
Bachelor of Science (B.S.), Information Sciences and Technology
eMoney Advisor June 2013 - Present
InvestorForce July 2012 - May 2013
North Hills Country Club 2006 - July 2012
Fiserv May 2011 - June 2011
Transaction Payment Systems May 2010 - August 2010
Skills
Regression Testing, Leadership, Test Cases, Databases, Quality Assurance, Software Documentation, Functional Testing, Visual Studio, Manual Testing, User Acceptance Testing, Mobile Testing, Integration Testing, FogBugz, TFS, Bugzilla, SharePoint, SQL, Agile Methodologies, XML, SDLC, Microsoft Office, Bug Tracking, Microsoft SQL Server, Process Improvement, HTML, Visio, C#, ASP.NET, SQL Server Management..., Visual Basic, Project Planning, Computer Proficiency, Microsoft Team..., Stress Testing, Load Testing, Smoke Testing
Education
Penn State University 2007 — 2011
Bachelor of Science, Information Sciences and Technology
Fachhochschule Hof 2010 — 2010
Certificate of Course, Understanding E-commerce (SAP)
Abington Senior HS 2003 — 2006
Bachelor of Science (B.S.), Information Sciences and Technology
John McClenahan's InvestorForce Experience March 2000 - July 2001
Job Head of Risk Management
Industry Investment Management
Experience
Calamos Investments February 2013 - Present
George Weiss Associates June 2011 - February 2013
JAI Capital Management December 2008 - May 2011
The Torrey Funds August 2007 - November 2008
North Sound Capital Management June 2004 - July 2007
Andor Capital Management October 2001 - June 2004
InvestorForce March 2000 - July 2001
Ennis Knupp & Associates March 1997 - March 2000
Arthur Andersen & Co. 1995 - 1997
Skills
Risk Management, Investments, Hedge Funds, Alternative Investments, Mutual Funds, Trading, Bloomberg, Financial Risk, Financial Services, Equities, Fixed Income, Due Diligence, Performance Attribution, Portfolio Management, Data Analysis, Business Analysis, VBA, Access, Eze Castle, SSRS, SQL, Derivatives, Excel, Microsoft Excel, Geneva, Form PF, MIK Data..., Investor Analytics, Bloomberg PORT, BarraOne, Citi GRAM, Northfield, Asset Management
Education
University of Washington, Michael G. Foster School of Business 1993 — 1995
MBA; MPAcc
Tulane University 1987 — 1991
B.A.
Calamos Investments February 2013 - Present
George Weiss Associates June 2011 - February 2013
JAI Capital Management December 2008 - May 2011
The Torrey Funds August 2007 - November 2008
North Sound Capital Management June 2004 - July 2007
Andor Capital Management October 2001 - June 2004
InvestorForce March 2000 - July 2001
Ennis Knupp & Associates March 1997 - March 2000
Arthur Andersen & Co. 1995 - 1997
Skills
Risk Management, Investments, Hedge Funds, Alternative Investments, Mutual Funds, Trading, Bloomberg, Financial Risk, Financial Services, Equities, Fixed Income, Due Diligence, Performance Attribution, Portfolio Management, Data Analysis, Business Analysis, VBA, Access, Eze Castle, SSRS, SQL, Derivatives, Excel, Microsoft Excel, Geneva, Form PF, MIK Data..., Investor Analytics, Bloomberg PORT, BarraOne, Citi GRAM, Northfield, Asset Management
Education
University of Washington, Michael G. Foster School of Business 1993 — 1995
MBA; MPAcc
Tulane University 1987 — 1991
B.A.
Andrea C. Carrero's InvestorForce Experience 1999 - 2000
Job For hire: Content, SM writer/strategist, helping sales/marketing leaders with customer aquistion & retention.
Industry Public Relations and Communications
Experience
Word Technologies Inc. January 2001 - Present
Delaware County Community College January 2001 - Present
Various January 2001 - Present
Black Ink Marketing January 2001 - Present
Association of Independent Information Professionals June 2009 - September 2010
Network of Women in Computer Technology 2006 - 2008
InvestorForce 1999 - 2000
Cdnow 1999 - 1999
N2K 1996 - 1999
Music Boulevard 1996 - 1999
Skills
Editing, APIs, Strategic Planning, Programming Languages, Technical Writing, Social Media, Content Development, Content Management, Public Speaking, Web Content, Social Media Marketing, Social Networking, Research, Newsletters, Non-profits, Publishing, Marketing, Public Relations, Blogging, Content Strategy, Copywriting, Strategic Communications, Marketing Communications, Nonprofits, Proposal Writing, Email Marketing
Education
Rutgers University – Camden 1978 — 1982
Bachelor's
Word Technologies Inc. January 2001 - Present
Delaware County Community College January 2001 - Present
Various January 2001 - Present
Black Ink Marketing January 2001 - Present
Association of Independent Information Professionals June 2009 - September 2010
Network of Women in Computer Technology 2006 - 2008
InvestorForce 1999 - 2000
Cdnow 1999 - 1999
N2K 1996 - 1999
Music Boulevard 1996 - 1999
Skills
Editing, APIs, Strategic Planning, Programming Languages, Technical Writing, Social Media, Content Development, Content Management, Public Speaking, Web Content, Social Media Marketing, Social Networking, Research, Newsletters, Non-profits, Publishing, Marketing, Public Relations, Blogging, Content Strategy, Copywriting, Strategic Communications, Marketing Communications, Nonprofits, Proposal Writing, Email Marketing
Education
Rutgers University – Camden 1978 — 1982
Bachelor's
Stuart Hilger's InvestorForce Experience January 2000 - January 2001
Job Vice President, Business Development at Fidelity Investments
Industry Marketing and Advertising
Experience
Fidelity Investments May 2014 - Present
Campseekers.com June 2012 - Present
RememberIN, Inc. February 2012 - Present
CardStar, Inc. June 2009 - January 2012
Rogerscasey, Inc. February 2007 - April 2009
Advisors Capital Resource June 2005 - February 2007
Mellon HR Solutions 2002 - 2005
InvestorForce January 2000 - January 2001
Route401(k) May 1999 - December 1999
Fidelity Investments 1997 - 1999
Education
Northwestern University - Kellogg School of Management 1989 — 1990
MM
Marquette University 1982 — 1986
Fidelity Investments May 2014 - Present
Campseekers.com June 2012 - Present
RememberIN, Inc. February 2012 - Present
CardStar, Inc. June 2009 - January 2012
Rogerscasey, Inc. February 2007 - April 2009
Advisors Capital Resource June 2005 - February 2007
Mellon HR Solutions 2002 - 2005
InvestorForce January 2000 - January 2001
Route401(k) May 1999 - December 1999
Fidelity Investments 1997 - 1999
Education
Northwestern University - Kellogg School of Management 1989 — 1990
MM
Marquette University 1982 — 1986
Matthew Siwek's InvestorForce Experience January 2010 - March 2011
Job Business Technology Lead at Berkadia Commercial Mortgage LLC
Industry Information Technology and Services
Experience
Berkadia Commercial Mortgage LLC March 2011 - Present
InvestorForce January 2010 - March 2011
Wilmington Finance December 2005 - July 2010
PHH Mortgage December 2000 - December 2005
Kemper Insurance September 1997 - December 2000
Skills
Software Quality..., Test Planning, Testing, User Acceptance Testing, SQL, SDLC, Requirements Analysis, Quality Assurance, Business Analysis, Agile Methodologies
Education
Temple University - Fox School of Business and Management 1994 — 1997
Berkadia Commercial Mortgage LLC March 2011 - Present
InvestorForce January 2010 - March 2011
Wilmington Finance December 2005 - July 2010
PHH Mortgage December 2000 - December 2005
Kemper Insurance September 1997 - December 2000
Skills
Software Quality..., Test Planning, Testing, User Acceptance Testing, SQL, SDLC, Requirements Analysis, Quality Assurance, Business Analysis, Agile Methodologies
Education
Temple University - Fox School of Business and Management 1994 — 1997
Andrew Daly, CFA's InvestorForce Experience January 2000 - December 2001
Job Institutional Group at SEI
Industry Investment Management
Experience
SEI July 2014 - Present
Mill Creek Capital Advisors, LLC 2007 - June 2014
Radcliffe Group January 2006 - December 2006
Hirtle, Callaghan & Co. January 2002 - December 2005
InvestorForce January 2000 - December 2001
Vanguard 1998 - 2000
Skills
Alternative Investments, Portfolio Management, Securities, Investments, Due Diligence, Equities, Asset Managment, Series 7, Bloomberg, Valuation, Asset Management, Bonds, Capital Markets, Financial Structuring, Private Equity, Investment Banking, Fixed Income, High Yield, Financial Modeling, Hedge Funds
Education
Grove City College 1994 — 1998
Bachelor of Science (BS), Finance, General, Cum Laude
Conestoga High School 1990 — 1994
SEI July 2014 - Present
Mill Creek Capital Advisors, LLC 2007 - June 2014
Radcliffe Group January 2006 - December 2006
Hirtle, Callaghan & Co. January 2002 - December 2005
InvestorForce January 2000 - December 2001
Vanguard 1998 - 2000
Skills
Alternative Investments, Portfolio Management, Securities, Investments, Due Diligence, Equities, Asset Managment, Series 7, Bloomberg, Valuation, Asset Management, Bonds, Capital Markets, Financial Structuring, Private Equity, Investment Banking, Fixed Income, High Yield, Financial Modeling, Hedge Funds
Education
Grove City College 1994 — 1998
Bachelor of Science (BS), Finance, General, Cum Laude
Conestoga High School 1990 — 1994
Brian Woelfel, PMP's InvestorForce Experience January 2000 - November 2000
Job Senior Manager at Eigen X
Industry Information Technology and Services
Experience
Eigen X December 2012 - Present
Grant Thornton LLP March 2011 - November 2012
LECG March 2010 - February 2011
SMART Business Advisory and Consulting May 2006 - March 2010
LT Court Tech LLC January 2004 - May 2006
Verilaw Technologies, Inc November 2000 - January 2004
InvestorForce January 2000 - November 2000
Ceridian May 1997 - January 2000
FLX January 1994 - May 1997
Skills
IT Strategy, IT Consulting, Project Management, Technical Management, IT Budget Review, Business Analysis, Proposal Writing, c#, .NET, Java, Struts, PHP, cakePHP, jQuery, SQL Server 2008, MySQL, ColdFusion, Data Warehouse, Software Architecture, SOA/ESB, Model View Controller, Web Development, Software Development, ORM, Unit Testing, Automated Testing, Property Management..., Document Imaging, HRIS, Benefits Administration, Payroll Software, Microsoft SQL Server, Enterprise Software, C#, Data Warehousing, Cloud Computing, Consulting, SQL
Education
University of Pennsylvania 1989 — 1993
B.S.E., Computer Science and Engineering
University of Pennsylvania 1989 — 1993
B.A.S., Mathematics
Eigen X December 2012 - Present
Grant Thornton LLP March 2011 - November 2012
LECG March 2010 - February 2011
SMART Business Advisory and Consulting May 2006 - March 2010
LT Court Tech LLC January 2004 - May 2006
Verilaw Technologies, Inc November 2000 - January 2004
InvestorForce January 2000 - November 2000
Ceridian May 1997 - January 2000
FLX January 1994 - May 1997
Skills
IT Strategy, IT Consulting, Project Management, Technical Management, IT Budget Review, Business Analysis, Proposal Writing, c#, .NET, Java, Struts, PHP, cakePHP, jQuery, SQL Server 2008, MySQL, ColdFusion, Data Warehouse, Software Architecture, SOA/ESB, Model View Controller, Web Development, Software Development, ORM, Unit Testing, Automated Testing, Property Management..., Document Imaging, HRIS, Benefits Administration, Payroll Software, Microsoft SQL Server, Enterprise Software, C#, Data Warehousing, Cloud Computing, Consulting, SQL
Education
University of Pennsylvania 1989 — 1993
B.S.E., Computer Science and Engineering
University of Pennsylvania 1989 — 1993
B.A.S., Mathematics
Diane Powell's InvestorForce Experience 1999 - 2003
Job Director, Professional Services at Amplify
Industry Education Management
Experience
Amplify Education, Inc. March 2013 - Present
Charlotte Mecklenburg Schools 2005 - 2013
various public school systems 2003 - 2005
InvestorForce 1999 - 2003
SEI Investments 1997 - 1999
Skills
Public Relations, Middle School, Strategic Planning, Public Speaking, Marketing, Curriculum Design, Educational Leadership, Curriculum Development, Staff Development, Instructional Design, Educational Technology, Teacher Training, K-12, Marketing Strategy, Classroom, Lesson Planning, Teaching, Classroom Management, Grant Writing, Recruiting, Program Development, Training, Differentiated..., Literacy, Special Education, Tutoring, Instructional Technology
Education
Winthrop University 2010 — 2013
M.Ed., Educational Leadership
Drexel University 2003 — 2005
MS, Instruction
University of Virginia 1993 — 1997
BS, Commerce
Amplify Education, Inc. March 2013 - Present
Charlotte Mecklenburg Schools 2005 - 2013
various public school systems 2003 - 2005
InvestorForce 1999 - 2003
SEI Investments 1997 - 1999
Skills
Public Relations, Middle School, Strategic Planning, Public Speaking, Marketing, Curriculum Design, Educational Leadership, Curriculum Development, Staff Development, Instructional Design, Educational Technology, Teacher Training, K-12, Marketing Strategy, Classroom, Lesson Planning, Teaching, Classroom Management, Grant Writing, Recruiting, Program Development, Training, Differentiated..., Literacy, Special Education, Tutoring, Instructional Technology
Education
Winthrop University 2010 — 2013
M.Ed., Educational Leadership
Drexel University 2003 — 2005
MS, Instruction
University of Virginia 1993 — 1997
BS, Commerce
Chris Wert's InvestorForce Experience September 2000 - May 2003
Job Client Relations at CMG Capital Management Group, Inc.
Industry Financial Services
Experience
CMG Capital Management Group, Inc. December 2014 - Present
AMG Funds July 2004 - July 2014
InvestorForce September 2000 - May 2003
SEI June 1999 - September 2000
Skills
Series 6, Series 63, Mutual Funds, Investments, Asset Management, Financial Services, Portfolio Management, Equities, Separately Managed..., Account Reconciliation, Client Relations Skills
Education
La Salle University 1995 — 1999
BS, Business Admin
CMG Capital Management Group, Inc. December 2014 - Present
AMG Funds July 2004 - July 2014
InvestorForce September 2000 - May 2003
SEI June 1999 - September 2000
Skills
Series 6, Series 63, Mutual Funds, Investments, Asset Management, Financial Services, Portfolio Management, Equities, Separately Managed..., Account Reconciliation, Client Relations Skills
Education
La Salle University 1995 — 1999
BS, Business Admin
John Goncher's InvestorForce Experience February 2002 - June 2003
Job Finance Executive; Accomplished Leader within Emerging Organizations
Industry Oil & Energy
Experience
Ecosave Inc. July 2015 - Present
International SOS April 2013 - November 2014
IMS Consulting Group October 2010 - April 2013
IMS Health May 2010 - October 2010
IMS Health December 2004 - May 2010
CDI Global Staffing Services June 2003 - December 2004
InvestorForce February 2002 - June 2003
InvestorForce April 2000 - February 2002
IMS Health December 1996 - April 2000
Prudential Insurance June 1992 - December 1996
Skills
Mergers & Acquisitions, Leadership, Management, Business Development, Forecasting, Strategic Planning, Cross-functional Team..., Finance, Strategic Partnerships, Financial Modeling, Consulting, Business Strategy, Strategy, Risk Management, Analytics, Process Improvement, Change Management, Business Intelligence, Executive Management, Corporate Development, Mergers
Education
Rutgers Business School 1994 — 1996
MBA, Finance
Bucknell University 1988 — 1992
BA, Finance
Ecosave Inc. July 2015 - Present
International SOS April 2013 - November 2014
IMS Consulting Group October 2010 - April 2013
IMS Health May 2010 - October 2010
IMS Health December 2004 - May 2010
CDI Global Staffing Services June 2003 - December 2004
InvestorForce February 2002 - June 2003
InvestorForce April 2000 - February 2002
IMS Health December 1996 - April 2000
Prudential Insurance June 1992 - December 1996
Skills
Mergers & Acquisitions, Leadership, Management, Business Development, Forecasting, Strategic Planning, Cross-functional Team..., Finance, Strategic Partnerships, Financial Modeling, Consulting, Business Strategy, Strategy, Risk Management, Analytics, Process Improvement, Change Management, Business Intelligence, Executive Management, Corporate Development, Mergers
Education
Rutgers Business School 1994 — 1996
MBA, Finance
Bucknell University 1988 — 1992
BA, Finance
Frank P. L. Minard's InvestorForce Experience May 1999 - 2004
Job Managing Partner at XT Capital Partners
Industry Marketing and Advertising
Experience
XT Capital Partners May 2004 - Present
InvestorForce May 1999 - 2004
Morgan Stanley Asset Management 1998 - 1999
Bankers Trust 1996 - 1998
Mitchell Hutchins Asset Management February 1993 - May 1996
Oppenheimer Capital February 1983 - February 1993
Skills
Alternative Investments, Investment Management, Hedge Funds, Asset Management, Investments, Equities, Asset Allocation, Investment Strategies, Mutual Funds, Securities, Private Equity, Portfolio Management, Financial Services, Fixed Income, Investor Relations, Venture Capital, Series 63, Fund Of Funds, Asset Managment, Marketing Strategy and..., Branding and Positioning, Sales Strategy, Series 62, Series 24
Education
Rutgers Graduate Business School 1972 — 1975
MBA, Finance, With Honors
University of North Carolina at Chapel Hill 1964 — 1968
BA, English
The Taft School 1960 — 1963
High School
The Taft School
XT Capital Partners May 2004 - Present
InvestorForce May 1999 - 2004
Morgan Stanley Asset Management 1998 - 1999
Bankers Trust 1996 - 1998
Mitchell Hutchins Asset Management February 1993 - May 1996
Oppenheimer Capital February 1983 - February 1993
Skills
Alternative Investments, Investment Management, Hedge Funds, Asset Management, Investments, Equities, Asset Allocation, Investment Strategies, Mutual Funds, Securities, Private Equity, Portfolio Management, Financial Services, Fixed Income, Investor Relations, Venture Capital, Series 63, Fund Of Funds, Asset Managment, Marketing Strategy and..., Branding and Positioning, Sales Strategy, Series 62, Series 24
Education
Rutgers Graduate Business School 1972 — 1975
MBA, Finance, With Honors
University of North Carolina at Chapel Hill 1964 — 1968
BA, English
The Taft School 1960 — 1963
High School
The Taft School
Michael Pfaff, CIPM's InvestorForce Experience September 2004 - July 2005
Job
Industry Investment Management
Experience
State Street December 2008 - Present
Sageworth Trust Company March 2007 - December 2008
MTB Investment Advisors July 2005 - March 2007
InvestorForce September 2004 - July 2005
TGS Financial Advisors March 1999 - September 2004
Skills
Investments, Performance Measurement, Attribution, Accounting, Due Diligence, Performance Analysis, Ethics, GIPS, Superior Client Service
Education
Rowan University
B.S.
State Street December 2008 - Present
Sageworth Trust Company March 2007 - December 2008
MTB Investment Advisors July 2005 - March 2007
InvestorForce September 2004 - July 2005
TGS Financial Advisors March 1999 - September 2004
Skills
Investments, Performance Measurement, Attribution, Accounting, Due Diligence, Performance Analysis, Ethics, GIPS, Superior Client Service
Education
Rowan University
B.S.
James Gruver's InvestorForce Experience April 2000 - October 2001
Job Senior Managing Director, Global Head of Investor Relations at Black River Asset Management
Industry Investment Management
Experience
Black River Asset Management May 2013 - Present
BNY Mellon Asset Management June 2009 - May 2013
BNY Mellon Asset Management Australia June 2003 - June 2009
Mellon Global Investments November 2001 - June 2003
InvestorForce April 2000 - October 2001
Delaware Investments, a member of the Macquarie Group January 1996 - April 2000
Morley Capital Management November 1995 - December 1996
SEI Investments 1993 - 1995
Skills
Business Development, Asset Management, Entrepreneurship, Management, Leadership, Hedge Funds, Retirement Planning, Business Strategy, Financial Services, Equities, Fixed Income, Investment Management, Relationship Management, Alternative Investments, Portfolio Management, Investment Banking, Strategic Planning, Wealth Management, Investments, Financial Markets, Mutual Funds, Asset Allocation, Cross-functional Team..., Defined Benefit, Investment Strategies, Investor Relations, Securities, Capital Markets, Private Equity
Education
University of Notre Dame 1989 — 1993
BA, Economics & Pychology
Black River Asset Management May 2013 - Present
BNY Mellon Asset Management June 2009 - May 2013
BNY Mellon Asset Management Australia June 2003 - June 2009
Mellon Global Investments November 2001 - June 2003
InvestorForce April 2000 - October 2001
Delaware Investments, a member of the Macquarie Group January 1996 - April 2000
Morley Capital Management November 1995 - December 1996
SEI Investments 1993 - 1995
Skills
Business Development, Asset Management, Entrepreneurship, Management, Leadership, Hedge Funds, Retirement Planning, Business Strategy, Financial Services, Equities, Fixed Income, Investment Management, Relationship Management, Alternative Investments, Portfolio Management, Investment Banking, Strategic Planning, Wealth Management, Investments, Financial Markets, Mutual Funds, Asset Allocation, Cross-functional Team..., Defined Benefit, Investment Strategies, Investor Relations, Securities, Capital Markets, Private Equity
Education
University of Notre Dame 1989 — 1993
BA, Economics & Pychology
Sharon Alexander's InvestorForce Experience February 2002 - September 2007
Job Business Development Executive
Industry Financial Services
Experience
Salt Creek Capital May 2013 - Present
Focus Wealth, LLC September 2009 - December 2013
InvestorForce February 2002 - September 2007
SEI Investments February 1996 - January 2002
Skills
Financial Planning, Sales Management, Sales Support, Inside Sales, Financial Markets, Financial Advisory, Client Development, Client Relationship..., Client Retention, Strategic Financial..., Sales Operations, Strategic Planning, CRM, New Business Development, Marketing, Private Equity, Investments, Mutual Funds, Customer Retention, Asset Management, Hedge Funds, Recruiting, Salesforce.com, Outside Sales
Education
Fairfield University 1990 — 1994
BS, Finance, Minor in Economics
Salt Creek Capital May 2013 - Present
Focus Wealth, LLC September 2009 - December 2013
InvestorForce February 2002 - September 2007
SEI Investments February 1996 - January 2002
Skills
Financial Planning, Sales Management, Sales Support, Inside Sales, Financial Markets, Financial Advisory, Client Development, Client Relationship..., Client Retention, Strategic Financial..., Sales Operations, Strategic Planning, CRM, New Business Development, Marketing, Private Equity, Investments, Mutual Funds, Customer Retention, Asset Management, Hedge Funds, Recruiting, Salesforce.com, Outside Sales
Education
Fairfield University 1990 — 1994
BS, Finance, Minor in Economics
Joseph Keer's InvestorForce Experience 2007 - 2008
Job CoOwner, Quarter Note Systems, LLC.
Industry Information Technology and Services
Experience
Quarter Note Systems, LLC. March 2008 - Present
InvestorForce 2007 - 2008
Fiserv 2003 - 2007
Covance 2001 - 2003
Unisys 1999 - 2001
CTDI 1997 - 1999
Skills
C#, SQL, Microsoft SQL Server, VB.NET, ASP.NET, JavaScript, Databases, XML, .NET, Visual Studio, Software Development, Visual Basic, Requirements Analysis, HTML, SDLC, Web Services, Programming, Object Oriented Design, AJAX, Database Design, T-SQL, IIS, Agile Methodologies, Web Development, Integration, ASP, WCF, Architecture, Software Project..., CSS, ASP.NET MVC, SSRS, jQuery, TFS, MySQL, Crystal Reports, LINQ
Education
Drexel University 1989 — 1994
BSEE, Electrical Engineering
Lehighton Area High School 1985 — 1989
Quarter Note Systems, LLC. March 2008 - Present
InvestorForce 2007 - 2008
Fiserv 2003 - 2007
Covance 2001 - 2003
Unisys 1999 - 2001
CTDI 1997 - 1999
Skills
C#, SQL, Microsoft SQL Server, VB.NET, ASP.NET, JavaScript, Databases, XML, .NET, Visual Studio, Software Development, Visual Basic, Requirements Analysis, HTML, SDLC, Web Services, Programming, Object Oriented Design, AJAX, Database Design, T-SQL, IIS, Agile Methodologies, Web Development, Integration, ASP, WCF, Architecture, Software Project..., CSS, ASP.NET MVC, SSRS, jQuery, TFS, MySQL, Crystal Reports, LINQ
Education
Drexel University 1989 — 1994
BSEE, Electrical Engineering
Lehighton Area High School 1985 — 1989
David Teti's InvestorForce Experience 2003 - 2011
Job Senior Systems Administrator at Vertical Screen, Inc.
Industry Financial Services
Experience
Vertical Screen, Inc. June 2011 - Present
Investor Force, Inc. March 2003 - June 2011
InvestorForce 2003 - 2011
ARCCA, Inc. 2000 - 2003
US Navy 1993 - 1998
Skills
Blackberry Enterprise..., Microsoft SQL Server, SQL, Windows Server, Firewalls, Servers, Microsoft Exchange, Barracuda Spam Firewall, Cisco Routers, System Administration, Networking, Active Directory, Windows 7, Network Security, IIS, WSUS, Disaster Recovery
Education
Montgomery County Community College 2002 — 2009
A.S., Computer Science
Vertical Screen, Inc. June 2011 - Present
Investor Force, Inc. March 2003 - June 2011
InvestorForce 2003 - 2011
ARCCA, Inc. 2000 - 2003
US Navy 1993 - 1998
Skills
Blackberry Enterprise..., Microsoft SQL Server, SQL, Windows Server, Firewalls, Servers, Microsoft Exchange, Barracuda Spam Firewall, Cisco Routers, System Administration, Networking, Active Directory, Windows 7, Network Security, IIS, WSUS, Disaster Recovery
Education
Montgomery County Community College 2002 — 2009
A.S., Computer Science
Stephen Darby's InvestorForce Experience 1998 - 2001
Job Principal at Copper River Funding, LLC
Industry Investment Management
Experience
Copper River Funding, LLC January 2013 - Present
CRF Commercial Bridge Fund, LLC December 2011 - Present
Misty Mountains Associates, LLC April 2011 - Present
Schneider Capital Management January 2001 - January 2013
InvestorForce 1998 - 2001
Pilgrim Baxter & Associates 1996 - 1998
Turner Investment Partners 1994 - 1996
SEI Investments 1982 - 1994
Skills
Client Services, Asset Management, Commercial Mortgages, Credit, Real Estate Private..., Financial Markets, Relationship Management, Equities, Asset Allocation, Hard Money Lending, Asset Managment, Financial Services, Mutual Funds, Wealth Management, Investments, Hedge Funds, Investment Strategies, Real Estate, Due Diligence, Alternative Investments, Series 7, Portfolio Management, Fixed Income, Securities, Institutional..., Strategic Financial..., Mergers & Acquisitions, Investment Management, Private Equity, Commercial Real Estate, Venture Capital, Valuation, Private Placements, Financial Structuring
Education
University of Pennsylvania - The Wharton School 1976 — 1978
M.B.A.
Princeton University 1972 — 1976
A.B.
Copper River Funding, LLC January 2013 - Present
CRF Commercial Bridge Fund, LLC December 2011 - Present
Misty Mountains Associates, LLC April 2011 - Present
Schneider Capital Management January 2001 - January 2013
InvestorForce 1998 - 2001
Pilgrim Baxter & Associates 1996 - 1998
Turner Investment Partners 1994 - 1996
SEI Investments 1982 - 1994
Skills
Client Services, Asset Management, Commercial Mortgages, Credit, Real Estate Private..., Financial Markets, Relationship Management, Equities, Asset Allocation, Hard Money Lending, Asset Managment, Financial Services, Mutual Funds, Wealth Management, Investments, Hedge Funds, Investment Strategies, Real Estate, Due Diligence, Alternative Investments, Series 7, Portfolio Management, Fixed Income, Securities, Institutional..., Strategic Financial..., Mergers & Acquisitions, Investment Management, Private Equity, Commercial Real Estate, Venture Capital, Valuation, Private Placements, Financial Structuring
Education
University of Pennsylvania - The Wharton School 1976 — 1978
M.B.A.
Princeton University 1972 — 1976
A.B.
Ed Proft's InvestorForce Experience January 2000 - April 2001
Job Owner at Proft Software Solutions
Industry Computer Software
Experience
Proft Software Solutions May 1999 - Present
Fire Mountain Gems and Beads September 2004 - September 2008
InvestorForce January 2000 - April 2001
Asset Strategy Consulting August 1997 - January 2000
Northrop Grumman Corporation June 1979 - July 1997
Skills
Software Engineering, Project Management, Web Development, Database Design, Windows software..., Microsoft SQL Server, MySQL, SQL, VB.NET, JavaScript, ColdFusion, VBScript, AJAX, XML, HTML, CSS, Perl, Fortran, CAD/CAM Software, Unix, Microsoft Office
Education
Texas A&M University 1975 — 1979
Bachelor of Science (BS), Aerospace, Aeronautical and Astronautical Engineering
Proft Software Solutions May 1999 - Present
Fire Mountain Gems and Beads September 2004 - September 2008
InvestorForce January 2000 - April 2001
Asset Strategy Consulting August 1997 - January 2000
Northrop Grumman Corporation June 1979 - July 1997
Skills
Software Engineering, Project Management, Web Development, Database Design, Windows software..., Microsoft SQL Server, MySQL, SQL, VB.NET, JavaScript, ColdFusion, VBScript, AJAX, XML, HTML, CSS, Perl, Fortran, CAD/CAM Software, Unix, Microsoft Office
Education
Texas A&M University 1975 — 1979
Bachelor of Science (BS), Aerospace, Aeronautical and Astronautical Engineering
Alison Rosenzweig's InvestorForce Experience 2000 - 2002
Job at Roundtable Investment Partners
Industry Investment Management
Experience
Carleon Capital Partners January 2011 - Present
Angelo, Gordon Advisors, LLC March 2004 - January 2011
Discovery Capital Management 2002 - March 2004
InvestorForce 2000 - 2002
Wells Fargo Bank 1998 - 2000
Oliver, Wyman & Company 1992 - 1996
Education
Harvard Business School 1997 — 1998
MBA
University of Pennsylvania - The Wharton School 1988 — 1992
BSE
Carleon Capital Partners January 2011 - Present
Angelo, Gordon Advisors, LLC March 2004 - January 2011
Discovery Capital Management 2002 - March 2004
InvestorForce 2000 - 2002
Wells Fargo Bank 1998 - 2000
Oliver, Wyman & Company 1992 - 1996
Education
Harvard Business School 1997 — 1998
MBA
University of Pennsylvania - The Wharton School 1988 — 1992
BSE
Leslie Gou's InvestorForce Experience January 2000 - May 2001
Job PwC
Industry Management Consulting
Experience
PricewaterhouseCoopers August 2010 - Present
Nuveen Institutional Services Group February 2004 - May 2008
Capital Group Companies August 2001 - February 2004
InvestorForce January 2000 - May 2001
Education
Georgetown University - The McDonough School of Business 2008 — 2010
University of Southern California - Marshall School of Business 1996 — 1999
B.S., Business Administration - Finance
PricewaterhouseCoopers August 2010 - Present
Nuveen Institutional Services Group February 2004 - May 2008
Capital Group Companies August 2001 - February 2004
InvestorForce January 2000 - May 2001
Education
Georgetown University - The McDonough School of Business 2008 — 2010
University of Southern California - Marshall School of Business 1996 — 1999
B.S., Business Administration - Finance
Kevin Siv's InvestorForce Experience 1999 - 2001
Job Computer Networking Professional
Industry Computer Networking
Experience
Tropicana March 2008 - March 2010
CERIDIAN CORPORATION January 2001 - January 2006
InvestorForce 1999 - 2001
INVESTORFORCE INC January 1999 - January 2000
Skills
Microsoft Exchange, Windows Server
Education
California State University-Long Beach 1992 — 1999
BS, Computer Engineering
CALIFORNIA STATE UNIVERSITY
B.S, Computer Engineering
Tropicana March 2008 - March 2010
CERIDIAN CORPORATION January 2001 - January 2006
InvestorForce 1999 - 2001
INVESTORFORCE INC January 1999 - January 2000
Skills
Microsoft Exchange, Windows Server
Education
California State University-Long Beach 1992 — 1999
BS, Computer Engineering
CALIFORNIA STATE UNIVERSITY
B.S, Computer Engineering
Danielle D'Alessandro's InvestorForce Experience July 2010 - December 2013
Job IT Project Manager at FreedomPay
Industry Financial Services
Experience
FreedomPay August 2014 - Present
Nuix December 2013 - August 2014
InvestorForce July 2010 - December 2013
Pershing April 2007 - June 2010
SEI Investments September 2005 - March 2007
Skills
Alternative Investments, Investments, Financial Services, Risk Management, Microsoft Excel, Salesforce.com, Management, New Business Development, Business Development, Strategic Planning, Marketing Strategy, Account Management, Project Management, SDLC, Microsoft Office, Sales, SQL, Databases, Marketing, Customer Service, Social Skills, Social Networking
Education
Penn State University 2009 — 2014
Masters in Applied Statistics, Statistics
University of Scranton 2002 — 2005
BS, Finance/Economics
Pocono Mountain High School
FreedomPay August 2014 - Present
Nuix December 2013 - August 2014
InvestorForce July 2010 - December 2013
Pershing April 2007 - June 2010
SEI Investments September 2005 - March 2007
Skills
Alternative Investments, Investments, Financial Services, Risk Management, Microsoft Excel, Salesforce.com, Management, New Business Development, Business Development, Strategic Planning, Marketing Strategy, Account Management, Project Management, SDLC, Microsoft Office, Sales, SQL, Databases, Marketing, Customer Service, Social Skills, Social Networking
Education
Penn State University 2009 — 2014
Masters in Applied Statistics, Statistics
University of Scranton 2002 — 2005
BS, Finance/Economics
Pocono Mountain High School
Charles Meighen's InvestorForce Experience December 2010 - Present
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
InvestorForce December 2010 - Present
PJM Interconnection 2009 - 2009
Skills
SQL, Microsoft SQL Server
Education
Drexel University 2005 — 2010
Business Administration
InvestorForce December 2010 - Present
PJM Interconnection 2009 - 2009
Skills
SQL, Microsoft SQL Server
Education
Drexel University 2005 — 2010
Business Administration
Hewlett-Packard
SAP
Symantec
Intuit
HP
salesforce.com
Bloomberg LP
Autodesk