Issuer Direct Corporation
Industry: Technology company
DescriptionHeadquarters: Cary, NC Founded: 1988 Subsidiaries: Direct Transfer, LLC, PrecisionIR Group, Inc.,
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Issuer Direct Corporation Employees
Issuer Direct Corporation August 2013 - Present
Issuer Direct Corporation August 2009 - June 2013
Issuer Direct Corporation September 2007 - August 2009
Skills
Press Releases, Website Development, EDGAR filings, Financial Reporting, Notary Public, Image Manipulation, Customer Service, Troubleshooting, HTML, Data Entry, Microsoft Word, Microsoft Excel, PowerPoint, Social Media
Education
Peace College 2004 — 2008
Bachelor of Science (BS), Polical Science - Publice Administration
Issuer Direct Corporation August 2013 - Present
Scenic North Carolina August 2013 - October 2013
International Canine Narcotics Detection Foundation October 2012 - September 2013
News Talk 1240 WFOY Radio June 2012 - May 2013
DOW Advantage January 2013 - April 2013
Legacy Events and Entertainment January 2012 - April 2012
Skills
Press Releases, Social Media, Public Relations, Facebook, AP Style, Blogging, Editing, Media Relations, New Media, Journalism, Copywriting, Feature Articles, Video Production, Corporate Communications, Final Cut Pro, Marketing Communications, Broadcast, Television, Broadcast Journalism, Radio, Social Media Marketing, Social Media Blogging, Social Media Tools, Social Networking, Marketing, Digital Marketing, Email Marketing, Content Strategy
Education
Flagler College 2011 — 2013
Bachelor's degree, Communication and Media Studies
Santa Fe College 2010 — 2011
Associate's degree
Issuer Direct Corporation 2014 - Present
iFlow Systems 2013 - 2014
IBM 2012 - 2013
Issuer Direct Corporation 2008 - 2012
Skills
Docker, Kubernetes, Linux System..., Cloud Computing, Python, PHP, SQL, JavaScript, HTML 5, Java, C/C++, XML, MySQL, Embedded Systems
Education
North Carolina State University 2007 — 2012
Bachelor of Science (BS), Computer Engineering
Issuer Direct Corporation September 2013 - Present
PrecisionIR (An Issuer Direct Company) August 2010 - August 2013
RHI Entertainment April 2006 - August 2010
Chesapeake Branded Packaging September 2004 - March 2006
KPMG US October 1998 - September 2004
Skills
CPA, SEC filings, US GAAP, Financial Accounting, Financial Analysis, Forecasting, Sarbanes-Oxley Act, Internal Controls, Revenue Recognition, General Ledger, Due Diligence, Consolidation
Education
University of Richmond 1994 — 1998
Bachelor of Science (B.S.), Accounting
Lenape High School 1990 — 1994
Issuer Direct Corporation September 2015 - Present
Gainko September 2014 - September 2015
Mackay Communications, Inc. July 2013 - June 2014
Invenio Marketing Solutions 2011 - 2012
Granite Telecommunications October 2008 - April 2010
CraigMichaels, Inc October 2003 - August 2008
Skills
MS Word, MS Excel, MS..., SalesForce, ACT, MS Dynamics, MS CRM, CRM, Management, Sales, Telecommunications, Salesforce.com, Solution Selling, Sales Process, Lead Generation, SaaS, Professional Services, Partner Management, Enterprise Software, Channel Partners, Software Industry, Cloud Computing, Microsoft CRM
Education
University of Delaware 1989 — 1994
Bachelor's degree, Music, 3.6 GPA
Issuer Direct Corporation August 2012 - Present
Raison Detre Games August 2010 - December 2013
The Goddard School August 2003 - August 2012
Train of Thought 2008 - 2012
Skills
Flash, Photoshop, Illustrator, InDesign, Basic Programming, Microsoft, Traditional..., Adobe Creative Suite, Graphic Design, Flash Animation, Social Media, Social Networking, Graphics, Photography, Multimedia, Publishing, Mac, Advertising, Dreamweaver, Illustration, Programming, Digital Photography, OS X, HTML, Web Design, Marketing, Art, Creative Direction
Education
Living Arts College 2006 — 2008
Certificate, Digital Media Arts / Internet Site Development
Issuer Direct Corporation September 2011 - Present
ASCAP May 2007 - Present
Global Service Solutions May 2011 - August 2011
Global Knowledge Training August 2010 - May 2011
A10 Clinical Solutions November 2007 - July 2010
IBM March 2007 - October 2007
Perot Systems June 2005 - March 2007
Skills
Manage Client..., Sales Operations, Sales, Sales Management, Contract Recruitment, Recruitment Training, Human Resources, Forecasting, Love to Cook, Recruiting, Corporate Recruiting, Talent Acquisition, Technical Recruiting, Sourcing, SEC Compliance, Negotiation, Contract Management, Cold Calling, Lead Generation, Interviews, Management, Training, Performance Management, Talent Management, Strategy, Leadership, CRM, Consulting, SEC, Customer Service
Education
East Carolina University 2001 — 2005
Bachlors, Economics, Finance
Laverty Creative July 2015 - Present
Autoshop Solutions June 2014 - August 2015
Issuer Direct Corporation October 2013 - June 2014
AT&T March 2012 - September 2013
SAIC June 2011 - March 2012
United States Air Force February 2007 - May 2011
Skills
Access, Project Management, CSS, Microsoft Office, Microsoft Excel, Visio, Procurement, Microsoft Word, PowerPoint, Outlook, C++, JavaScript, Technical Documentation, WordPress, HTML, HTML5, PHP, HAML, Ruby on Rails, Git, Firebug, jQuery, CodeIgniter, Bootstrap, Foundation, SASS, LESS, Angular.js, Google Docs, Photoshop, MySQL, phpMyAdmin, cPanel, User Experience, MAMP, Web Development, Web Design, SEO, Marketing, Troubleshooting
Education
Penn State University 2013 — 2017
Bachelor of Science (BS), Information Sciences and Technology
North Hills High School 2001 — 2005
High School Diploma, General Education, 3.5
San Francisco Love Tours January 2014 - Present
National Society of Hispanic MBAs (NSHMBA) December 2007 - Present
Chabot-Las Positas Community College District January 2012 - Present
Issuer Direct Corporation January 2012 - June 2014
SEC Compliance Services April 2011 - December 2011
Progreso Financiero July 2008 - March 2011
Golden Mortgage Solutions September 2005 - November 2008
Private Industry Council of SF, Inc February 2000 - September 2005
Arriba Juntos September 1996 - January 2000
Arriba Juntos May 1995 - August 1996
Skills
Spanish, Negotiation, Problem Solving, Project Management, Strategic Planning, Public Speaking, Leadership, Diversity Champion, Budgets, Business Strategy, Start-ups, Training, Strategy, Management, Marketing Communications, Cross-functional Team..., Team Leadership, Marketing Strategy, Sales, Social Media Marketing, Organizational..., Coaching, Project Planning, Marketing, Performance Management, Customer Service, Public Relations, Risk Management, Sales Operations, Operations Management, Integrated Marketing, Leadership Development, Business Development, Program Management, Entrepreneurship, Team Building
Education
University of San Francisco - Masagung Graduate School of Management
MBA, Executive Leadership
San Francisco State University
BA, International Relations, International Political Economy
Issuer Direct Corporation July 2015 - Present
Discount Tire Company May 2012 - Present
Petway Mills & Pearson, PA January 2014 - April 2014
RadioShack March 2011 - January 2012
Sheraton Imperial Hotel June 2010 - June 2011
Harris Teeter July 2007 - June 2009
Education
Appalachian State University 2013 — 2014
Bachelor's of Science in Business Administration, Accounting
Wake Technical Community College 2010 — 2012
Associate of Arts (AA)
Issuer Direct Corporation April 2015 - Present
Issuer Direct Corporation January 2012 - Present
Chabot College August 2010 - Present
National Society of Hispanic MBAs (NSHMBA) January 2010 - Present
Sky To Street Ventures January 2007 - December 2011
Values Technology 2004 - 2006
eConsignment 2001 - 2004
Synteleos 1999 - 2001
Enalasys 1997 - 1998
Satcom Media 1997 - 1997
Skills
Start-ups, Entrepreneurship, Investments, Executive Management, Leadership, Management, Business Development, Program Management, Mergers & Acquisitions, Organizational..., Sales, Recruiting, Coaching, Staff Development, Private Equity, Strategic Planning, Business Planning, Venture Capital, Strategy, Management Consulting, Business Strategy, Marketing, Budgets, Analysis
Education
Saint Mary's College of California 2006 — 2008
MBA, Management
Tennyson High 1980 — 1983
TechCXO May 2015 - Present
Issuer Direct Corporation December 2009 - May 2015
Chil, Inc. January 2013 - September 2013
Woozie November 2009 - February 2013
Philips Consumer Electronics 2007 - 2009
Digital Lifestyle Outfitters 2006 - 2008
Tekelec 2005 - 2006
BioStratum 2001 - 2005
Home Director 2000 - 2001
BuildNet 1999 - 2000
Skills
Accounting, Auditing, Cloud Computing, Consolidation, Finance, Financial Analysis, Financial Reporting, Forecasting, GAAP, Internal Controls, Leadership, Managerial Finance, Mergers, Mobile Devices, Negotiation, Revenue Recognition, SEC filings
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1993 — 1994
Master, Accounting
North Carolina State University - College of Management 1988 — 1991
BA, Business Management / Economics
Boxwood Partners March 2008 - Present
Boxwood Capital Partners March 2008 - Present
Shockoe Commerce Group, LLC August 2008 - Present
sweetFrog Enterprises, LLC February 2012 - Present
Issuer Direct Corporation March 2014 - Present
PrecisionIR Group formerly WILink plc February 2005 - April 2007
WILink February 2000 - March 2005
World Investor Link April 1997 - February 2000
Investor Communications Business July 1995 - April 1997
Skills
Venture Capital, Mergers, International Business, Private Equity, Valuation, Investment Banking, Capital Raising, Strategy, Restructuring, Entrepreneurship, Product Management, Mergers & Acquisitions, Corporate Development, Investor Relations, Corporate Finance, Portfolio Management, Hedge Funds, Strategic Partnerships, Executive Management, Life Coaching, Business Development, Asset Management, Management, Product Development, Business Strategy, Start-ups, Integrated Marketing, Financial Modeling, Investments, E-commerce, Emerging Markets, Leadership, Due Diligence, Marketing, Finance, Equities, Lead Generation, Business Valuation, Capital, Acquisitions, M&A experience, Divestitures, Leveraged Finance, Corporate Governance, Funding, IPO, Capital Markets, Financial Structuring, Alternative Investments, Acquisition Integration
Education
London Business School 2000 — 2000
ADP, General Management - Leadership
University of Richmond - Robins School of Business 1991 — 1995
BS, Business
Center for Creative Leadership, Brussels, Belgium 2000 — 2000
Certificate, Leadership - Teambuilding
Minnechaug Regional High School 1987 — 1991
The Bement School 1985 — 1998
Issuer Direct Corporation April 2015 - Present
Trintech December 2012 - September 2014
Thomson Reuters October 2010 - December 2012
EDGARfilings, Ltd. 1994 - 2009
Skills
Salesforce.com, SaaS, Strategy, Fortune 500, XBRL, SEC Financial Reporting, Solution Selling, Start-ups, EDGAR, Business Analysis, Management, Professional Services, Financial Reporting, Sales, Risk Management, Lead Generation, Strategic Partnerships, Finance, Product Management, Enterprise Software, Financial Services, CRM, Account Management, Direct Sales, Selling, Software Project..., Business Development, Software Industry, Executive Management, Business Intelligence, Business Alliances, Cloud Computing, Product Marketing, Sales Process
Education
California State University-Sacramento
Issuer Direct Corporation August 2015 - Present
Fidelity Investments February 2010 - December 2010
Management Information Systems Group June 1999 - February 2004
Merisel Distribution Company December 1997 - January 1999
Skills
Sales, Customer Service, Public Speaking, Broadcast Television, Commercials, Voiceovers, Marketing, Organization, Event Planning, Project Planning, Employee Benefits, Selling
Education
NCCU and UNC Chapel Hill 2000 — 2004
Bachelor of Arts (BA), Communication and Media Studies
Issuer Direct Corporation September 2015 - Present
Performatec, LLC November 2014 - Present
Experian June 2011 - October 2014
immixGroup February 2010 - June 2011
Daltile Corporation June 2005 - January 2010
UNC- Chapel Hill April 2003 - May 2005
Skills
Salesforce.com, Sales, Solution Selling, Account Management, Strategic Planning, Enterprise Software, Sales Management, Program Management, New Business Development, Leadership, B2B, Lead Generation, Strategic Partnerships, Team Leadership, Competitive Analysis, Direct Sales, Strategy, Analytics, Cold Calling, Business Intelligence, Business Development, SaaS, CRM, Selling, Sales Process, Cloud Computing, Product Marketing
Education
University of North Carolina at Chapel Hill 2001 — 2005
BA, Psychology
Issuer Direct Corporation January 2014 - Present
Your Brand Voice Inc. August 2011 - February 2014
Issuer Direct Corporation February 2010 - August 2011
Sageworks, Inc. April 2008 - December 2009
JP Morgan Chase October 2005 - April 2008
Gold's Gym December 2002 - October 2005
CitiFinancial January 2001 - December 2002
Automotive Systems Warehouse January 1998 - December 2000
Skills
Sales Management, Online Sales, Brand Development, SEO, Creative Writing, Online Marketing, Social Media Marketing, Email Marketing, Account Management, Marketing Strategy, Social Media, Direct Marketing, Digital Marketing, Social Networking, Sales, Public Relations, Recruiting, Start-ups, Marketing, Facebook, Management, B2B, Business Development, Leadership, CRM, Blogging, Mobile Marketing, Lead Generation, Online Advertising, New Business Development, Brand Management, Press Releases, Training, Advertising, Marketing Communications, Integrated Marketing, Strategic Partnerships, Brand Awareness, Marketing Management, Google Analytics, Market Research, Digital Strategy
Education
Indiana University of Pennsylvania 1991 — 1997
Bachelor of Science, Marketing/Marketing Management
Issuer Direct Corporation July 2013 - Present
Skills
Private Equity, Business Development, Business Strategy, Sales Operations, Marketing Strategy, Finance, Financial Reporting, SEC filings, Mergers & Acquisitions, Mergers, Investor Relations, Entrepreneurship, Management, Corporate Finance, Venture Capital, Accounting, Start-ups, Strategic Planning, Public Companies, Private Placements, IPO, Securities, Management Consulting, Due Diligence, Investments, Financial Analysis, Asset Management, Equities, Banking
Education
Gardner-Webb University 2004 — 2007
MBA, Finance
Gardner-Webb University 2004 — 2007
Master's degree, Accounting
North Carolina State University 1997 — 1999
Bachelor of Science (BS), Technical Horticulture Landscape Design
Issuer Direct Corporation June 2014 - August 2014
Skills
Programming, C#, Java, Computer Proficiency, Microsoft Excel, Microsoft Word, PowerPoint, High degree of..., Strategic Planning, Computer Hardware, HTML, User Interface Design, Time Management, Management, Project Management, Microsoft Office, Sales, Leadership, Customer Service, Windows, Data Analysis
Education
University of North Carolina at Wilmington 2015 — 2019
Accounting and Business/Management
US Environmental Protection Agency (EPA) August 2015 - Present
Issuer Direct Corporation October 2014 - August 2015
UCLA The Diversity Project May 2014 - August 2014
Hampton University, Scripps Howard School of Journalism September 2013 - May 2014
MSNBC, PoliticsNation with Al Sharpton June 2013 - August 2013
NBCUniversal, Inc. February 2013 - February 2013
Chicago Access Television Network (CAN TV) June 2012 - August 2012
Skills
Social Media, PowerPoint, Video, Microsoft Word, Photoshop, Microsoft Excel, Editing, Social Networking, Facebook, Final Cut Pro, InDesign, Customer Service, Nonprofits, Fluent in Microsoft..., Teamwork, English, Scuba Diving, Press Releases, Event Planning, Writing
Education
Hampton University 2010 — 2014
Bachelor of Arts (B.A.), Major: Broadcast Journalism Minor: Marine and Environmental Science
Canyon High School 2007 — 2010
Baseball America a division of GrindMedia June 2010 - Present
Carolina Mudcats March 2009 - September 2009
Issuer Direct Corporation January 2008 - October 2008
PC Connection October 2005 - June 2007
Nashua Pride Professional Baseball Team May 2006 - September 2006
AT&T Wireless August 2004 - October 2005
The Mobile Solution April 2001 - August 2004
Skills
Sales, Marketing, Sales Management, Account Management, New Business Development, Event Management, Social Media Marketing, Leadership, Product Development, Cold Calling, Sports, Customer Service, Salesforce.com, Sports Marketing, Social Media, Social Networking, Strategy
Education
Daniel Webster College 2000 — 2009
BS, Sport Management
Fairview Investment Services January 2015 - Present
Issuer Direct Corporation June 2012 - December 2014
Duke's Mini Mart December 2006 - June 2012
Tax Preparation 2008 - 2012
RTI International 2005 - 2005
Skills
Economics, Regulatory Filings, Accounting, mutual fund, Tax Accounting, Auditing, IT Audit, SEC filings, FASB, xml, Financial Statement..., Financial Statements, Compliance, Accounting Research, HTML, International Economics, International Capital..., SAP ERP, XBRL, Financial Reporting, Tax Preparation, Tax, US GAAP, Due Diligence, Financial Analysis, GAAP, Sarbanes-Oxley Act, Financial Accounting
Education
North Carolina State University 2008 — 2012
Accounting
University of North Carolina at Chapel Hill 2000 — 2004
Bachelor of Arts (BA), Economics
TechLink Systems November 2012 - Present
Issuer Direct Corporation March 2012 - Present
Biogen Idec 2013 - 2013
Biogen Idec 2013 - 2013
Experis June 2011 - December 2011
FilePoint EDGAR Services, LLC May 2010 - May 2011
Aerotek August 2009 - April 2010
SoftPro Corp October 2008 - November 2008
Gorbec Pharmaceutical Services Inc February 2008 - July 2008
Rho, Inc September 2007 - January 2008
Skills
Editing, Proofreading, HTML, Technical Writing, Software Documentation, Adobe Acrobat, FrameMaker, Visio, SnagIt, Document Management, SharePoint, Version Control, Sop, Microsoft Word
Education
Appalachian State University
English
Wake Technical Community College
Associate, Arts
Issuer Direct Corporation November 2010 - Present
EVENTUS ADVISORY GROUP, LLC May 2010 - March 2012
First Citizens Bank May 1984 - January 2009
Skills
Customer Service, Portfolio Management, Sales
Education
Campbell University
BBA, Trust Management
Issuer Direct Corporation July 2012 - Present
Skills
XBRL conversion of...
Education
North Carolina State University 2010 — 2011
Master of Accounting, IT concentration
Issuer Direct Corporation 2006 - Present
InterCall 2005 - 2006
Sageworks Inc. 2004 - 2005
Skills
Business Development, Business Strategy, Entrepreneurship, Leadership, Negotiation, Sales, CRM, Start-ups, Salesforce.com, Capital Markets, Sales Management, Management Consulting, Equities, Marketing, Sales Operations
Education
University of North Carolina at Greensboro 1998 — 2002
Bachelor's degree, Business, Management, Marketing, and Related Support Services