Junxure Company

Industry: Software company

Description

Founded: 2000 Parent organization: AdvisorEngine, Inc.

Junxure List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Junxure. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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Junxure Employees

Employee
Years
Job
Industry
Glenn Puchtel Glenn Puchtel Boca Raton, Florida Details
Glenn Puchtel's Junxure Experience May 2014 - Present
Job Software Engineer at Junxure
Industry Computer Software
Experience
Junxure   May 2014 - Present
Yahoo!  November 2009 - May 2014
ParTech, Inc.   September 2007 - November 2009
Blue Frog Solutions  April 2006 - August 2007
LexisNexis  June 2000 - April 2006
IBM  August 1991 - June 2000
The J.M. Smucker Company   1983 - 1991
Safetran Systems  1980 - 1983

Skills
C#, C++, .NET, Visual Studio, Unity3d, Game Theory, Architectures, Design Patterns, Object Oriented Design, Win32 API, CUDA, STL, SDK

Education
University of Minnesota-Twin Cities

Ben Baldwin III Ben Baldwin III Arlington Heights, Illinois Details
Ben Baldwin III's Junxure Experience 2003 - 2014
Job President at Responsive Financial Group, Inc.
Industry Investment Management
Experience
Responsive Financial Group, Inc.   April 2003 - Present
TIAA-CREF Life Insurance Co   2006 - Present
FPA IL   1992 - Present
Financial Planning Association  1992 - Present
Society of Financial Service Professionals  1989 - Present
Junxure   2003 - 2014
Barrington Motors RV   2004 - 2011
NAIFA  1989 - 2010
Responsive Financial Group, Inc.   2003 - 2009
CCH - Financial & Estate Planning Advisory Board   2000 - 2009

Skills
Investments, Retirement, Insurance, Financial Planning, Portfolio Management, Asset Management, Wealth Management, Wealth, Retirement Planning, IRA's, Annuities, IRAs, Pensions, Small Business, Fixed Annuities, Strategic Financial..., Investment Management, Investment Strategies, Estate Planning, Financial Planners, Mutual Funds, Investment Advisory, Asset Managment, 401k, Asset Allocation, Financial Advisory, Personal Finance, Wealth Management..., High Net Worth..., Series 7

Education
The American College   1992 — 2003
Chartered Financial Consultant Designation, Financial Planning and Services

College for Financial Planning   1989 — 1992
CFP®, Financial Planning

Hobart and William Smith Colleges   1978 — 1982
BA, American Studies & History

John Hersey High School   1974 — 1978

Meshell Herrick Meshell Herrick Raleigh-Durham, North Carolina Area Details
Meshell Herrick's Junxure Experience August 2010 - February 2012
Job Executive Office Administrator at UC Synergetic
Industry Computer Software
Experience
UC Synergetic  March 2014 - Present
UC Synergetic  May 2012 - March 2014
Junxure   August 2010 - February 2012
Church In the Gardens Preschool   August 2008 - June 2010
Roth Young Executive Recruiters   September 1998 - April 2000
AAFES  1993 - March 1996

Skills
Microsoft Office, Customer Service, Windows 7, Word, Excel, Calendars, Catering, Webinars, Teaching, Special Needs, Telephone, CRM software, Quickbooks, Invoice Processing, Outlook, Microsoft Publisher, Wikis, ShoreTel, GoToMeeting, Reception, Payroll Processing, Interviewing, Scheduling, Microsoft Excel, Databases, System Administration, Project Management, Process Scheduler, Culture, CRM, Windows, Change Management, Payroll, Team Leadership, QuickBooks, Microsoft Word, Administration, Project Planning, Interviews

Education
Luther College   1991 — 1993
Music Performance/Biology/Education

Jefferson Scranton High School   1987 — 1991
HS Diploma

Iowa Central Community College
Secondary Education and Teaching, 3.8

Scott Putnam Scott Putnam Raleigh, North Carolina Details
Scott Putnam's Junxure Experience May 2015 - Present
Job Business Analyst at Junxure
Industry Computer Software
Experience
Junxure   May 2015 - Present
ReverseVision, Inc.   August 2013 - May 2015
ReverseVision, Inc.   April 2011 - August 2013
Sears Holdings Corporation  October 2009 - July 2010

Skills
Project Management, User Stories, Business Analysis, Agile Methodologies, Product Management, Wireframes, Process Improvement, Enterprise Software, Confluence, Vendor Management, Release Management, Software Documentation, Software Project..., Financial Software..., Financial Software..., System Administration, Technical Support, Windows, Balsamiq, Customer Service Systems, Training, Visio, Customer Service..., Scrum, JIRA, Loan Origination..., Windows Desktop Support, TFS, Team Leadership, Top-notch Customer..., Customer Satisfaction, Troubleshooting, Databases, SQL Server Management..., Click Once Application..., Basic HTML, CSS, Podcasting, Audio Editing, Reverse Mortgages, Facilities Management, Computer Hardware, Computer Security, Sales, Management, Strategic Planning, Quality Assurance, Operations Management, Customer Service, Microsoft Office

Education
North Carolina State University   2003 — 2007
Bachelor of Science (BS), Science, Technology and Society

Tara Maxwell Tara Maxwell Raleigh, North Carolina Details
Tara Maxwell's Junxure Experience August 2011 - March 2012
Job Embedded Team Lead at Smashing Boxes
Industry Online Media
Experience
Smashing Boxes  July 2015 - Present
PointSource, LLC  April 2014 - July 2015
Peoplefluent  December 2012 - April 2014
ASR Pro   August 2012 - December 2012
SchoolDude.com  March 2012 - August 2012
Junxure   August 2011 - March 2012
Connexion Technologies  November 2010 - August 2011
Howard, Merrell & Partners   January 2010 - November 2010
NBC 17 ~ WNCN   October 2007 - December 2009
McClatchy Interactive  October 2006 - September 2007

Skills
CSS, jQuery, HTML 5, JavaScript, User Interface Design, AngularJS, MongoDB, Node.js, AJAX, HTML, User Experience, Agile Project Management, MySQL, SEO, Dreamweaver, Photoshop, Flash, WordPress, Web Analytics, Agile Methodologies, Web Development, PHP, ActionScript, Adobe Fireworks, Web Design, Team Leadership, Project Management, Training, MVC, Management, Microsoft SQL Server, ColdFusion, ExpressionEngine, CSS3, jQuery Mobile, Object Oriented Design, ASP.NET MVC, Databases, SQL, IIS, Responsive Web Design, jQuery UI, .NET MVC, Web Applications, CMS, HTML5, Mobile Application..., Mobile Interface Design, JavaScriptMVC

Education
East Tennessee State University   1996 — 1998
MS, Technology, Design Graphics, 3.9

University of Virginia   1994 — 1996
BS, Computer Science, 3.9

Michael Corson Michael Corson Raleigh-Durham, North Carolina Area Details
Michael Corson's Junxure Experience July 2007 - Present
Job Quality Assurance at Junxure
Industry Computer Software
Experience
Junxure   July 2007 - Present
Wake County EMS  October 2005 - July 2007
Superior Ambulance  June 2001 - October 2005

Skills
Microsoft Operating..., SQL Server, Test Automation, Microsoft Servers, Microsoft Office, Website Testing, Quality Assurance, Test Planning, Executing Test Plans, Server Administration, Active Directory, DNS administration, DNS, XenServer, Xen, Ranorex, Windows 7, Windows Server 2008, QA Automation, Application Testing, Citrix XenServer, Citrix XenApp, Windows Server, Microsoft SQL Server, Testing

Education
Campbell University   2009 — 2011
Bachelors of Applied Science, 3.5

Broome Community College   1995 — 1997
AAS, Physical Therapy

Cynthia Greenfield Cynthia Greenfield Boulder, Colorado Details
Cynthia Greenfield's Junxure Experience May 2009 - Present
Job Manager of Institutional Relationships
Industry Financial Services
Experience
Junxure   May 2009 - Present

Skills
Wealth Management, Customer Service, Asset Managment, Strategic Planning, Project Management, Investments, Change Management, Financial Services, Financial Modeling, Process Improvement, CRM, Business Development, Alternative Investments, Management, Financial Advisory, Mutual Funds, Asset Management, Financial Planning, Management Consulting

Education
University of Colorado at Boulder
BA English

Curt Sherrill Curt Sherrill Raleigh-Durham, North Carolina Area Details
Curt Sherrill's Junxure Experience August 2011 - Present
Job Relationship Manager at Junxure
Industry Computer Software
Experience
Junxure   August 2011 - Present
Junxure   August 2011 - February 2012
Schwab Performance Technologies  1999 - 2011
Schwab Performance Technologies  2002 - 2004
Schwab Performance Technologies  1998 - 1999

Skills
Business Development, Relationship Management, Portfolio Management, CRM, Asset Managment, Management, Wealth Management

Education
University of North Carolina at Greensboro   1990 — 1994
BS Economics

Mona Singh Mona Singh Raleigh-Durham, North Carolina Area Details
Mona Singh's Junxure Experience 2010 - 2011
Job User Experience & Intellectual Property Consultant
Industry Computer Software
Experience
Semiotic Designs   September 2010 - Present
TriUXPA   2011 - 2012
Junxure   2010 - 2011
Teradata  November 2008 - October 2010
ChannelAdvisor Corp  2006 - September 2008
Scenera Research   May 2004 - 2006
Ektimisi   2001 - 2004
Ericsson  1997 - January 2001
Dragon Systems  1995 - 1997

Skills
Usability Design, Usability Testing, User Interface Design, User Experience, Product Management, Heuristic Evaluation, Wireless, Patents, Intellectual Property, Agile Methodologies, Information Architecture, User-centered Design, SaaS, Patent Litigation, Mobile Devices, Usability Engineering, Mobile Applications, Interaction Design, Usability, Scrum, Architecture, Software Development, E-commerce, User Interface, Mobile Internet, Persona, Wireframes, SDLC, User Research, User Experience Design, Enterprise Software, Software Engineering, Start-ups, Human Computer..., User Scenarios, Strategy, CRM

Education
The University of Texas at Austin   1988 — 1994
MA., Ph.D.

Mater Dei

Troy Mertens Troy Mertens Eau Claire, Wisconsin Area Details
Troy Mertens's Junxure Experience 2012 - 2014
Job Chief Operations Officer at Orgel Wealth Management
Industry Financial Services
Experience
Orgel Wealth Management   2014 - Present
Junxure   2012 - 2014
JNBA Financial Advisors, Inc.   2010 - 2012
JNBA Financial Advisors, Inc.   2005 - 2010
JNBA Financial Advisors, Inc.   2002 - 2010
JNBA Financial Advisors, Inc.   1999 - 2005
Canterbury Park  1997 - 1999
Canterbury Park  1995 - 1997
Canterbury Park  1995 - 1995
Canterbury Park  1994 - 1994

Skills
Change Management, SEC compliance, Financial Reporting and..., Organizational..., Technology..., Process Development, Compensation Planning, Continuous Improvement, Process Efficiencies, SEC, Business Development, Operations Management, CRM, Strategic Planning, Strategy, Team Leadership, Financial Services, Finance

Education
Minnesota State University, Mankato   1986 — 1990
Accounting and Finance

Carolyn Jerome Carolyn Jerome San Francisco Bay Area Details
Carolyn Jerome's Junxure Experience September 2005 - Present
Job Human Resource Manager
Industry Computer Software
Experience
Junxure   September 2005 - Present
Friedman & Associates  September 2005 - April 2009
CMC Personnel Services, Inc.   June 1992 - June 2002
The Scripps Research Institute  1991 - 1992
The Scripps Clinic & Research Foundation   1990 - 1991

Skills
Strategic Planning, CRM, Recruiting, Training, Benefits Administration, Talent Acquisition, Access, Employee Benefits, Databases, Management, Payroll, Employee Relations

Education
San Diego State University-California State University   1986 — 1990
BS, Human Resource Management

George Lopez-Cepero George Lopez-Cepero Raleigh, North Carolina Details
George Lopez-Cepero's Junxure Experience July 2007 - October 2014
Job Real Estate Agent
Industry Real Estate
Experience
Coldwell Banker Advantage - Raleigh, NC  October 2014 - Present
Junxure   July 2007 - October 2014
Spherion  January 1999 - June 2007
Monolith Corporation   April 1998 - May 1999
Computer Compatibles and Supply   March 1997 - March 1998

Skills
Customer Service, Databases, Troubleshooting, CRM, Management, Technical Support, Real Estate, Windows, Windows 7, Hardware, Access, Computer Hardware, Windows XP, VBScript, Visual Basic, Data Migration, Microsoft SQL Server, Servers, Training

Education
J.Y. Monk Real Estate School   2014 — 2014
Certificate, N.C. Real Estate License, Real Estate

University of Phoenix   2012 — 2013
Associate of Arts (AA), Business Administration and Management, General, 4.0

Wake Technical Community College   2003 — 2005
Certificate, Visual Basic Programming

Coldwell Banker eFastStart   2014 — 2014
Certificate, Real Estate

Peak Producers Buffini and Company   2015 — 2015
Certificate, Real Estate

Lincoln Technical Institute-Allentown   1996 — 1997
Certificate, Computer Technician

Santa Fe Community College   1992 — 1994
Business Administration and Management, General

Julie Cochrane, M.Ed. Julie Cochrane, M.Ed. Greater Boston Area Details
Julie Cochrane, M.Ed.'s Junxure Experience September 2008 - Present
Job Experienced Multi Industry Training Professional
Industry Financial Services
Experience
Junxure   September 2008 - Present
Salient Surgical Technologies, Inc.   November 2006 - September 2008
John Hancock  June 2006 - November 2006
Investors Capital Corporation  August 2002 - May 2006
John Hancock Funds  1998 - 2002

Skills
Needs Analysis, Instructional Design, Course Development, Course Design, Platform Delivery, Large Group Facilitation, Small Group Training, Project Management, Online Training, Presentation Development, Group Presentations, Presentation Preparation, Sales Skills Training, Sales Trainings, One-on-One Coaching, Software Training, Technical Training, Soft Skills Training, Product Training, Professional..., Managerial Experience, Training Workshops, Staff Development, Hands-on Training, Training, Management, Sales, Selling Skills, Customer Service, Team Leadership, Software Documentation, E-Learning, Business Development, Sales Management, Sales Process, Employee Training, Program Management, CRM, Team Building, Enterprise Software, Salesforce.com, Marketing, Selling, Technical Writing, Training Delivery, Software Implementation

Education
University of Illinois at Urbana-Champaign   2008 — 2009
M.Ed., Online Learning and Adult Education

Plymouth State University   1992 — 1996
B.S., Childhood Studies/Outdoor Education

Dahlia Watkins Dahlia Watkins Raleigh-Durham, North Carolina Area Details
Dahlia Watkins's Junxure Experience March 2010 - Present
Job Technical Support Specialist/Escalation Lead at Junxure
Industry Information Technology and Services
Experience
Junxure   March 2010 - Present

Skills
Windows 7, BMC Remedy, Operating Systems, DNS, Antivirus, Virtualization, Active Directory, Databases, Windows Server, Hardware, Technical Support, Servers, Windows XP, Computer Hardware, Troubleshooting, Network Administration, Networking, Microsoft Office

Education
Campbell University   2011 — 2013
Bachelor of Science (B.S.), Information Technology & Security

Wake Technical Community College   2006 — 2009
A.A.S, Computer Information Technology

Tarboro High School   1992 — 1996
Diploma, General Studies

Elizabeth Jetton Elizabeth Jetton Greater Atlanta Area Details
Elizabeth Jetton's Junxure Experience June 2011 - July 2012
Job Co Founder at TurningPoint LLC
Industry Financial Services
Experience
TurningPoint LLC   April 2014 - Present
California Lutheran University  January 2010 - Present
Directions  May 2009 - Present
Elizabeth Jetton Consulting Services   January 2008 - Present
Junxure   June 2011 - July 2012
University of Georiga at Athens, GA   January 2011 - May 2012
Financial Planning Association  2004 - 2005

Skills
Money, Strategic Financial..., Art, Strategic Communications, Retirement Planning, Wealth Management, Coaching, Finance, Leadership, Marketing, Investment Advisory, Strategy, Wealth, Leadership Development, Portfolio Management, Strategic Planning, Executive Coaching, Investment Strategies, Newsletters, Financial Planners, Financial Services, Personal Finance, Financial Advisory, Retirement, Asset Allocation, Estate Planning, Mutual Funds, Small Business, Public Speaking, Series 7, Investments, Investment Management, Program Development, Organizational..., Career Development, Asset Management, Workshop Facilitation, Project Planning, Executive Management, Entrepreneurship, Staff Development, Emotional Intelligence, Personal Development, Management Consulting, Teaching

Education
New School University   1988 — 1990
BA, Communications and Financial Planning

Jason Bivins Jason Bivins Raleigh, North Carolina Details
Jason Bivins's Junxure Experience March 2008 - Present
Job Technical Support Manager at CRM Software
Industry Financial Services
Experience
Junxure   March 2008 - Present
Allscripts  March 2007 - March 2008
Allscripts  March 2005 - March 2007
The Forest at Duke  January 2005 - March 2005

Skills
Microsoft SQL Server, Technical Support, Active Directory, Windows Server, Windows 7, VMware, Troubleshooting, Databases, Servers, Virtualization, Agile Methodologies, Data Center, XP, Business Analysis, Customer Service, SQL, Process Improvement, IT Management, DNS, System Administration, Operating Systems

Education
ECPI College of Technology

Patrick Kudla Patrick Kudla Raleigh, North Carolina Details
Patrick Kudla's Junxure Experience May 2010 - December 2011
Job Technical Support Specialist at Atlantic BT
Industry Computer & Network Security
Experience
Atlantic BT  February 2012 - Present
Junxure   May 2010 - December 2011
PK PC Services   October 2009 - March 2011
IT Practice  March 2010 - May 2010
Robert Half Technology  January 2010 - March 2010
ECPI  2009 - 2009

Skills
Customer Service, Troubleshooting, Email Hosting, Email Clients, SMTP, POP3, Hardware, Windows 7, Microsoft SQL Server, Windows Server, Networking, Network Security, Software Installation, Security, HTML, SQL Server, Microsoft Office 2007, Microsoft Office 2010, Microsoft Office 2003, Problem Solving, Teamwork, TCP/IP, Visio, VMware, Windows Server 2008, Windows Server 2003, Windows Server SBS, Technical Support, Windows XP, Help Desk Support, Computer Hardware, Microsoft Office

Education
ECPI College of Technology   2008 — 2009
AS, Computer Information Systems

North Carolina State University   2001 — 2004
Bachelor of Arts, Communicaion

Roosevelt Holmes Jr Roosevelt Holmes Jr Raleigh-Durham, North Carolina Area Details
Roosevelt Holmes Jr's Junxure Experience February 2008 - July 2011
Job Software Support at CRM Software
Industry Computer Software
Experience
CRM Software   February 2008 - Present
Junxure   February 2008 - July 2011

Education
Florida Agricultural and Mechanical University

Amber Wenzel Amber Wenzel Raleigh-Durham, North Carolina Area Details
Amber Wenzel's Junxure Experience June 2015 - Present
Job Client Experience and Product Adoption Analyst
Industry Computer Software
Experience
Junxure   June 2015 - Present
Futures Inc.  March 2014 - June 2015
First Citizens Bank  October 2012 - March 2014
Vantage South Bank   October 2011 - October 2012
Wells Fargo  September 2006 - September 2011
Enterprise Rent-A-Car  January 2004 - September 2006

Skills
Banking, Credit, Finance, Commercial Banking, Series 6, Series 63, Small Business Lending, Management, Relationship Management, Customer Experience..., Customer Retention, Data Analysis, Market Analysis, Troubleshooting, Credit Analysis, Loans, Cash Management, Consumer Lending, Commercial Lending, Cross Selling, Retail Banking, Sales, Investments, Corporate Finance, Negotiation, Deposits, Risk Management, Leadership, Branch Management, Customer Service, Loan Origination, Credit Risk, Treasury Management, ACH, Financial Services, Banking Relationships, Refinance, Cash Flow Lending, Strategic Financial..., Data Modeling, Financial Analysis, Client Relations

Education
North Carolina State University   1999 — 2003
BS Business Management, Human Resources

William Banks William Banks San Francisco Bay Area Details
William Banks's Junxure Experience April 2013 - June 2014
Job COO at MeasureOne
Industry Financial Services
Experience
MeasureOne   July 2014 - Present
Piedmont Partners Group Ventures, LLC   January 2013 - Present
Junxure   April 2013 - June 2014
Harvest Capital Strategies  October 2010 - October 2012
Huntington Allen, LLC   July 2009 - October 2010
Merriman Curhan Ford  September 2005 - January 2009
Panel Intelligence  2007 - 2009
Advisor Software  January 2003 - October 2005

Education
Dartmouth College

MBA

Stanford University
MBA

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