LearnVest Company

Industry: Personal finance company

Description

LearnVest is an American financial planning company founded by CEO Alexa Von Tobel. It sells personal finance software. Founder: Alexa von Tobel Founded: 2009 CEO: Alexa von Tobel (2009–) Parent organization: Northwestern Mutual Headquarters: New York City, NY Subsidiary: Learnvest Planning Services, Llc

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

LearnVest Salaries. You can even request information on how much does LearnVest pay if you want to. Learn about salaries, pros and cons of working for LearnVest directly from the past employees.

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55 LearnVest employees in database. Find out everything there's to know about LearnVest employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

LearnVest Employees

Employee
Years
Job
Industry
Stephany Kirkpatrick, CFP®, AIF® Stephany Kirkpatrick, CFP®, AIF® New York, New York Details
Stephany Kirkpatrick, CFP®, AIF®'s LearnVest Experience August 2015 - Present
Job VP Product | Financial Advice at LearnVest
Industry Financial Services
Experience
LearnVest   August 2015 - Present
FPA Los Angeles   2015 - Present
LearnVest, Inc.   June 2014 - August 2015
FPA Los Angeles   January 2012 - September 2014
LearnVest Planning   July 2011 - July 2014
Pension Architects   July 2003 - December 2011

Skills
Retirement Planning, Retirement, Financial Planning, Investments, 401k, Personal Finance, Investment Advisory, Wealth Management, Estate Planning, Asset Allocation, IRA's, Budgeting, Strategic Financial...

Education
Pepperdine University   1999 — 2003
International Management & Spanish

UCLA
Certificate in Personal Financial Planning

Audrey Kim Audrey Kim San Francisco Bay Area Details
Audrey Kim's LearnVest Experience March 2012 - Present
Job Senior Director, Product & Strategy at LearnVest
Industry Internet
Experience
LearnVest   March 2012 - Present
Boston Consulting Group  2010 - 2012
Bridgewater Associates  2009 - 2010
Bridgewater Associates  June 2008 - August 2008
Capital Group  July 2007 - August 2007

Skills
Strategy, Analytics, Product Management, Consumer Insight, Start-ups, Market Analysis, Cross-functional..., Financial Modeling, Strategic Consulting, Digital Marketing, Competitive Analysis, Market Entry, Customer Insight, Business Development, Growth Strategies, Digital Strategy, Product Marketing, Product Development, Business Modeling, Cross-functional Team..., Strategic Partnerships, Management, Marketing, Mobile Devices, Consulting

Education
Harvard University
Bachelor of Arts, Summa Cum Laude

General Assembly
Back-End Web Development

Amy Shepard, MBA Amy Shepard, MBA Phoenix, Arizona Area Details
Amy Shepard, MBA's LearnVest Experience December 2013 - Present
Job Client Services Manager at LearnVest
Industry Financial Services
Experience
LearnVest   December 2013 - Present
Everest University Online  October 2011 - December 2013
BRAVO BRIO Restaurant Group  October 2009 - August 2013
Agatina's   August 2001 - September 2009
Clark Patterson Lee  January 2006 - July 2006
Excellus BCBS  September 2005 - December 2005

Skills
Series 65, Microsoft Excel, Microsoft Word, Microsoft Office, Outlook, Accounting, Organization, Highly detail oriented, Always Punctual, Team Building, Team Leadership, Multi Tasking, Customer Service, Start-ups, Communication, Investments, PowerPoint, Financial Planning

Education
University of Phoenix
Bachelor’s Degree, Accounting

Western Governors University
Master of Business Administration (M.B.A.), Management and Strategy

Ashley Hanson Curran Ashley Hanson Curran New York, New York Details
Ashley Hanson Curran's LearnVest Experience July 2015 - Present
Job Jr. Product Manager at LearnVest
Industry Financial Services
Experience
LearnVest   July 2015 - Present
LearnVest, Inc.   June 2014 - July 2015
Truly Accomplished   November 2013 - May 2014
SalonAmour'   August 2011 - August 2013
Independent Contractor  May 2009 - August 2013
Riverside Orthopaedic and Sports Medicine   November 2009 - June 2011
Kappa Alpha Theta Fraternity  April 2008 - January 2009
Chapman University  August 2006 - February 2007

Skills
Team Leadership, Organizational Design, Leadership Development, Time Management, Event Planning, Blogging, Communication, Personal Finance, Leadership, Public Relations, Fundraising, Advertising, Event Management, Personal Budgeting, Sales, Space planning, Program Management, Entrepreneurship, Social Networking, Retail, Facebook, Social Media, Social Media Marketing, Editing, Public Speaking, Nonprofits, Press Releases, Marketing, Community Outreach, Higher Education, Marketing Communications, Coaching, Pinterest, Team Building, Teamwork, Microsoft Word, Customer Service, Project Management, Research, Training

Education
University of San Francisco   2011 — 2012
MA, Organization and Leadership, 4.0 GPA

Chapman University   2005 — 2009
BACHELOR OF ARTS, Leadership & Communications Studies

Monte Vista High School   2001 — 2005
Diploma, Graduated in top 2% of class

David Blaylock, CFP® David Blaylock, CFP® Dallas/Fort Worth Area Details
David Blaylock, CFP®'s LearnVest Experience February 2013 - January 2015
Job Financial Planner
Industry Financial Services
Experience
Mike Mills Wealth Management, LLC   July 2015 - Present
Texas Christian University  January 2015 - June 2015
LearnVest   February 2013 - January 2015
Mike Mills Wealth Mangement, LLC   September 2009 - October 2012
LJCM, LLC   July 2004 - June 2009

Skills
Financial Services, Personal Finance, Finance, Microsoft Office, Customer Service, Personal Financial..., Portfolio Management, 401k, Risk Management, IRAs, Life Insurance, Certified Financial..., Budgets, 401k Rollovers, Financial Education, Disability Insurance, Estate Planning, Financial Planning, Public Speaking, Retirement Planning, Investment Advisory, Financial Advisory

Education
Southern Methodist University   2006 — 2008
Certificate Program, Financial Planning

Texas A&M University   1998 — 2002
BS, Journalism

Shannon McClure Shannon McClure Scottsdale, Arizona Details
Shannon McClure's LearnVest Experience December 2014 - Present
Job Training Coordinator at LearnVest
Industry Financial Services
Experience
LearnVest   December 2014 - Present
LearnVest, Inc.   September 2013 - December 2014
ANN INC.  June 2013 - September 2013
Wisdom of Learning   June 2013 - August 2013
Arizona Athletics  August 2012 - December 2012
TJX  June 2012 - August 2012

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, English, Facebook

Education
University of Arizona, Eller College of Management   2010 — 2013
Bachelor of Science (B.S.), Marketing

Brian Cohn Brian Cohn Greater New York City Area Details
Brian Cohn's LearnVest Experience June 2015 - Present
Job Lead Software Engineer at LearnVest
Industry Publishing
Experience
LearnVest   June 2015 - Present
Bloomberg LP  October 2014 - May 2015
NorthPoint Digital  September 2013 - May 2015
Tesoro Corporation  September 2014 - October 2014
Hearst Digital Media  January 2014 - August 2014
Siegel+Gale  September 2013 - April 2014
Availity  November 2013 - December 2013
Hearst Digital Media  October 2013 - October 2013
Cycle Computing   September 2013 - September 2013
Crain Communications  November 2012 - August 2013

Skills
PHP, Web Development, C#, SQL, MySQL, CMS, jQuery, Git, JavaScript, CSS, HTML, ASP.NET, Linux, jQuery Mobile, Java, Photoshop, CodeIgniter, MongoDB, E-commerce, Mobile Applications, Visual Basic, Social Media, Mobile Web Design, Programming, Operations Management, NoSQL, Game Development, XNA, Windows, Fine Art, History, Blender, Microsoft Excel, Microsoft Word, Plant Management, Version Control, MVC, Web Content Management, Cross-browser..., WordPress, Subversion, Software Development, Web Design, Management, Online Marketing, SEO, Leadership, Social Media Marketing, Pre-sales, Sales

Education
The George Washington University
Bachelor of Arts (BA), History

Dillon Kennedy Dillon Kennedy Phoenix, Arizona Details
Dillon Kennedy's LearnVest Experience February 2015 - Present
Job Finance // Marketing // Biochemistry ASU
Industry Venture Capital & Private Equity
Experience
LearnVest   February 2015 - Present
Londen Insurance Group  June 2014 - January 2015
Advisor Growth Strategies LLC   August 2013 - February 2014
Govig & Associates  November 2012 - August 2013
Arizona State University  August 2011 - January 2013
Chipotle Mexican Grill  July 2010 - August 2011
Madison School District  January 2009 - May 2009

Skills
Finance, Marketing, Data Analysis, Research, Critical Thinking, Leadership, Brand Management, Financial Markets, Microsoft Office, Public Speaking, Event Planning, Microsoft Word, Social Media, PowerPoint, Customer Service, Microsoft Excel, Teamwork

Education
Arizona State University   2009 — 2014
BS, Marketing and Finance

Arizona State University   2009 — 2014
Minor, Biochemistry

Kellie Jacka Kellie Jacka Phoenix, Arizona Details
Kellie Jacka's LearnVest Experience April 2015 - Present
Job Financial Planning Associate at LearnVest
Industry Financial Services
Experience
LearnVest   April 2015 - Present
Everyman Media Group Ltd   September 2014 - December 2014
Arizona State University  August 2012 - May 2014

Education
Arizona State University, W. P. Carey School of Business   2010 — 2014
Bachelor of Science (BS), Finance, General

Sarah McDowell Sarah McDowell Greater New York City Area Details
Sarah McDowell's LearnVest Experience May 2014 - Present
Job I.T. and Helpdesk Manager at LearnVest, Inc.
Industry Information Technology and Services
Experience
LearnVest   May 2014 - Present
LearnVest   June 2013 - May 2014
The University of Queensland  February 2011 - May 2013
The University of Queensland  February 2010 - February 2011
The University of Queensland  February 2009 - July 2009
Griffith University  December 2008 - February 2009
Century Yuasa Batteries   December 2007 - January 2008
Telstra  October 2003 - July 2006

Skills
Java, Microsoft Office, Requirements Analysis, Customer Relations, Windows, Linux, HTML, Customer Service, Databases, CSS, Data Analysis, Research, System Administration, Atlassian JIRA, C#, Oracle SQL, C++, C, Visual Studio, Confluence, Eclipse, Python, Business Objects, SharePoint, Git, Access, Visual Basic, Writing, first aid, Cpr Certified, PHP, Analysis, Oracle, Training, Business Intelligence, SDLC, Database Design, Management, SQL, Troubleshooting

Education
The University of Queensland   2007 — 2010
Bachelor of Information Technology, Information Technology

Bradfield College   1998 — 1999
Higher School Certificate

TAFE   1998 — 1999
Certificates I & II in Hospitality, Hotel Management

Emily Geiger Emily Geiger New York, New York Details
Emily Geiger's LearnVest Experience May 2015 - Present
Job Marketing Intern at LearnVest, Inc.
Industry Marketing and Advertising
Experience
LearnVest   May 2015 - Present
16 Handles  September 2014 - December 2014
Baeble Music  June 2014 - August 2014
qbeats inc  May 2014 - August 2014
A Free Bird™  June 2013 - August 2013

Skills
Microsoft Word, Microsoft Excel, PowerPoint, Event Planning, Research, Social Media, Facebook, Editing, French, WordPress, HTML, Editorial, Photoshop, Blogging, Public Speaking, Social Networking

Education
Columbia University in the City of New York   2012 — 2016
Bachelor of Arts (B.A.), English Literature and Business Management

Ridgewood High School   2008 — 2012

Kate Alfano Kate Alfano New York, New York Details
Kate Alfano's LearnVest Experience December 2014 - Present
Job Product Manager at LearnVest
Industry Financial Services
Experience
LearnVest   December 2014 - Present
LearnVest   December 2013 - December 2014
Cole Haan  2012 - 2013
Daintree Advisors LLC  September 2011 - January 2012
Financial Empowerment Seminar   January 2011 - 2012
Lantern Financial   August 2011 - December 2011
Simmons College  2011 - 2011
Irish Immigration Center  2008 - 2010
Boston Earned Income Tax Credit Coalition  January 2008 - April 2009

Skills
Research, Marketing, Social Media, Product Management, Microsoft Office, Behavior Change, User Experience Testing, Project Management, Integrated Marketing, Strategic Planning, Sales, Event Planning, Public Relations, Financial Planning, Customer Engagement, Budgeting, Customer Service, Facebook, Microsoft Excel, CRM, PowerPoint, Management

Education
Simmons College   2007 — 2012
Bachelor of Arts (B.A.), Economics

Will Larche Will Larche New York, New York Details
Will Larche's LearnVest Experience April 2012 - 2014
Job Chief Product Officer and Lead iOS Engineer at Miner Labs, Inc.
Industry Computer Software
Experience
Miner Labs, Inc.   November 2014 - Present
Freelance  December 2010 - Present
R/GA  August 2014 - November 2014
Romio  February 2014 - June 2014
LearnVest   April 2012 - 2014
iReal b   June 2013 - August 2013
DOOR3 Business Applications   August 2011 - April 2012

Skills
C, Project Management, Piano, Drupal, iPhone, iPhone development, Apple, Apple Macintosh, Apple Software, Objective-C, PHP, Apple ios, Programming, CSS, Mobile Applications, Mac OS X, Mac, Mobile, Software Development, iOS, iOS development, OS X, Front-end, iPad, Web Development, User Interface, Mobile Devices, User Experience, Agile Project Management, Agile Methodologies, iOS Development, iPhone Application...

Education
New York University   2011 — 2011
Continuing Education, Computer Programming

The Boston Conservatory   2005 — 2008
BFA, Musical Theatre

Florida Atlantic University   2004 — 2005
Theatre

New York University   2001 — 2003
Drama

Dreyfoos School of Arts   1997 — 2001
HS, Theatre

Brittany Barney Brittany Barney Greater New York City Area Details
Brittany Barney's LearnVest Experience December 2014 - Present
Job Client Services Manager at LearnVest
Industry Music
Experience
LearnVest   December 2014 - Present
LearnVest, Inc.   December 2013 - Present
Big Foote Music + Sound   March 2009 - December 2013
Great City Productions  October 2006 - March 2009
American Power Conversion  2006 - 2006

Skills
Public Speaking, Financial Planning, Client Services, Music, Customer Support, Event Management, Television, Digital Media, Social Media, Entertainment, Music Licensing, Event Planning, Advertising, Voice Over, Recording, Music Supervision, Production, Social Networking, Facebook, Sound

Education
University of Rhode Island   2002 — 2006
B.A., Communication Studies and Business Administration

Bond University   2004 — 2004

Toll Gate High School

Taylor Salditch Taylor Salditch Greater New York City Area Details
Taylor Salditch's LearnVest Experience December 2014 - Present
Job Email Marketing at Hillary For America
Industry Marketing and Advertising
Experience
Hillary For America  July 2015 - Present
LearnVest   December 2014 - Present
LearnVest   October 2013 - December 2014
LearnVest   April 2013 - October 2013
From You Flowers  April 2012 - April 2013
Syncsort  November 2010 - October 2012
Bloomingdale's  2010 - January 2011
SeamlessWeb  January 2010 - June 2010
SeamlessWeb  June 2008 - January 2010
Beyond Art Space   September 2007 - April 2008

Skills
Digital Marketing, Online Advertising, Project Management, Email Marketing, Marketing, Management, Creative Direction, E-commerce, Marketing Strategy, Lead Generation, SEO, Social Media, Strategy

Education
Tufts University   2003 — 2007
BA, Political Science and Economics

East China Normal University   2005 — 2005
Mandarin, Chinese Politics/History/Economics

Stanley E. Poorman, CFP® Stanley E. Poorman, CFP® Bloomington, Indiana Details
Stanley E. Poorman, CFP®'s LearnVest Experience May 2015 - Present
Job Certified Financial Planner at LearnVest
Industry Investment Management
Experience
LearnVest   May 2015 - Present
Monroe Wealth Management, LLC   July 2014 - March 2015
CliftonLarsonAllen Weath Advisors   March 2011 - June 2014
First Advisors Financial Group   June 2007 - March 2011

Skills
Comprehensive Financial..., Investment Management, Retirement Planning, Risk Management, Estate Planning, Investment Advisory, Wealth Management, Asset Allocation, Asset Management, Financial Advisory, Financial Planning, Financial Goals, Strategic Financial...

Education
Indiana State University   2003 — 2007
B.S., Accounting

Megan Moran Megan Moran New York, New York Details
Megan Moran's LearnVest Experience August 2015 - Present
Job Executive Assistant to the CEO
Industry Financial Services
Experience
LearnVest   August 2015 - Present
ACAMS  March 2014 - Present
Morgan Stanley  June 2010 - July 2013
Star Management  July 2008 - May 2010
Bank of America  December 2005 - February 2008
Community Living Opportunities  October 2003 - June 2005
Kodansha Ltd.   September 2001 - October 2003
DK  May 1999 - September 2001
Workman Publishing  November 1997 - May 1999

Education
The University of Kansas
B.A, English

Michelle Hurtado Michelle Hurtado San Francisco Bay Area Details
Michelle Hurtado's LearnVest Experience July 2009 - September 2009
Job Head of Production, Localization at Google
Industry Internet
Experience
Google  November 2014 - Present
Haas School of Business  2012 - Present
Google  July 2013 - November 2014
Google  January 2013 - June 2013
Google  January 2011 - December 2012
MBA JumpStart  July 2009 - July 2012
University of Pennsylvania, Wharton School  August 2008 - May 2011
LearnVest   July 2009 - September 2009
McKinsey & Company  May 2009 - July 2009
American Airlines  August 2007 - July 2008

Skills
Analytics, Competitive Analysis, Strategy, Business Strategy, CRM, Management, Financial Modeling, Leadership, Strategic Planning, Team Building, Web Analytics, Marketing Strategy, Pricing, Marketing, Program Management, Start-ups, Training, SEO

Education
University of Pennsylvania - The Wharton School   2008 — 2010
MBA

Duke University   2000 — 2004
BA

Dennis Yu Dennis Yu San Francisco Bay Area Details
Dennis Yu's LearnVest Experience October 2014 - April 2015
Job Software Engineer at Pixlee
Industry Computer Software
Experience
Pixlee  April 2015 - Present
LearnVest   October 2014 - April 2015
Sailthru  May 2012 - October 2014
Rutgers University  September 2009 - May 2012
Social Security Administration  June 2008 - September 2010

Skills
Mandarin, PowerPoint, Customer Service, Microsoft Excel, HTML, python, Ruby, MongoDB, JavaScript, PHP, Technical Support, Technical Documentation, Mac

Education
Rutgers, The State University of New Jersey-New Brunswick   2008 — 2012
BA, Psychology

Bridgewater-Raritan High   2004 — 2008

Roy Baladi Roy Baladi San Francisco, California Details
Roy Baladi's LearnVest Experience February 2014 - October 2014
Job Product Manager at SmartRecruiters
Industry Internet
Experience
SmartRecruiters  November 2014 - Present
FreshGrad   February 2011 - February 2015
LearnVest   February 2014 - October 2014
Citigroup  June 2006 - June 2010
Esperanza  June 2006 - May 2010

Skills
Start-ups, Strategy, Entrepreneurship, Derivatives, Product Management, Program Management, Financial Modeling, Analytics, Business Strategy, Business Development, Investments, Management Consulting, Executive Management, Corporate Finance, Finance, Social Media, Talent Management, Consulting, Team Building, User Experience, Strategic Partnerships, Talent Acquisition, E-commerce, Venture Capital, Competitive Analysis, Mobile Devices, Creative Strategy, Creative Problem Solving, Creative Solutions, Operations Management, Contract Recruitment, Google Analytics

Education
Virginia Tech   2001 — 2006
Computer Science, Finance, and Math

Semester at Sea   2005 — 2005

University of California, Berkeley
Continuing education, JAVA

Lydia Hamilton, PMP Lydia Hamilton, PMP New York, New York Details
Lydia Hamilton, PMP's LearnVest Experience June 2015 - Present
Job Performancedriven IT Manager | Program Management | Global Change Implementation | Strategic Plan Execution
Industry Information Technology and Services
Experience
LearnVest   June 2015 - Present
Northwestern Mutual  November 2014 - Present
Boutique Larrieux   February 2010 - November 2014
GE Healthcare  2000 - January 2010
GE Healthcare  July 2002 - August 2004

Skills
Vendor Management, Leadership, Change Management, Strategy, Business Planning, Strategic Planning, Cross-functional Team..., Process Improvement, Business Process..., Recruiting, Negotiation, Six Sigma, Program Management, Team Leadership, CRM, Project Portfolio..., Mergers & Acquisitions, Project Management, Budgets, Mergers, Training, Business Operations, Product Development, Cross-functional..., Acquisition Integration, IT System Implementation, Resource Planning, Infrastructure Support, Risk Management, Methodology Development, Process Standardization..., End User Training, IT Recruitment, ERP

Education
Loyola University of Chicago   1998 — 2002
Bachelors of Business Administration, Information Systems and Operations Management

Ajay Perumal Ajay Perumal New York, New York Details
Ajay Perumal's LearnVest Experience October 2013 - December 2013
Job Consultant at GEP Worldwide
Industry Management Consulting
Experience
GEP Worldwide  March 2014 - Present
LearnVest   October 2013 - December 2013
Columbia University in the City of New York  August 2013 - December 2013
Columbia University in the City of New York  August 2013 - December 2013
LeasePass.com   June 2013 - August 2013
Client 1: Mid-size food and beverage export business   September 2012 - May 2013
Client 2: Leading online grocer in New York City   September 2012 - May 2013
Volvo 3P  July 2010 - May 2012

Skills
Microsoft Excel, Management Consulting, Analysis, Operations Management, Project Engineering, Engineering Management, Manufacturing, Microsoft Office, Product Development, PowerPoint, Business Strategy, Industrial Engineering, MS Excel Pivot Tables, Crystal Ball, Decision Trees, C++, Catia, Data Analysis, Management, Project Management, Strategy, Consulting, Business Analysis, Team Management, Project Planning

Education
Columbia University in the City of New York   2012 — 2013
Master of Science (M.S.), Management Science and Engineering, 4.0/4.0

R. V. College of Engineering, Bangalore   2006 — 2010
Bachelor of Engineering (B.E.), Mechanical Engineering

Jonathan Cowley Jonathan Cowley Greater New York City Area Details
Jonathan Cowley's LearnVest Experience May 2008 - January 2015
Job CoFounder & Head of Product at Fliver, INC
Industry Internet
Experience
Fliver, INC   March 2015 - Present
LearnVest   May 2008 - January 2015
Nonfiltered   June 2003 - 2010

Skills
Digital Illustration, Web Design, User Experience, User-centered Design, Digital Strategy, Graphic Design, User Interface Design, Adobe Creative Suite, Art Direction, Interaction Design, Creative Direction, Typography, User Experience Design, Email Marketing, Product Design, Wireframes, Start-ups

Education
School of Visual Arts   1999 — 2002
bachelors, Design / Advertising

Frederic Jambukeswaran Frederic Jambukeswaran Greater New York City Area Details
Frederic Jambukeswaran's LearnVest Experience December 2014 - Present
Job Vice President of Engineering at LearnVest
Industry Information Technology and Services
Experience
LearnVest   December 2014 - Present
Stealth Mode Startup Company  June 2014 - Present
rapidcloud.io   June 2014 - Present
EXPO Communications, Inc.   October 2011 - May 2014
Pronto  July 2009 - September 2011
Sportnet   November 2006 - May 2009
Lehman Brothers  August 2006 - October 2006
IAC  June 2005 - July 2006
Register.com  September 2001 - June 2005
BigBuzz Communications  1999 - 2001

Skills
Product Management, Data Warehousing, Agile Methodologies, Perl, Enterprise Software, Management, SaaS, Java, Business Analysis, Web Applications, Analytics, MySQL, SQL, E-commerce, User Experience, Scalability, Mobile Devices, Cloud Computing, Scrum, SEO, SOA, Distributed Systems, Spring Framework, Web Development, Start-ups, JavaScript, Architecture

Education
NYU
MBA, management

State University of New York College at Buffalo   1993 — 1997
BS, Chemical Engineering

Bronx High School of Science   1989 — 1993
High School, High School

Eric Rodriguez Eric Rodriguez San Francisco Bay Area Details
Eric Rodriguez's LearnVest Experience June 2015 - Present
Job Senior Manager, Institutional Sales at LearnVest
Industry Financial Services
Experience
LearnVest   June 2015 - Present
American Express  December 2010 - May 2015
ADP  January 2010 - January 2011
Transamerica Financial Advisors, Inc.   January 2004 - January 2010

Skills
Selling, Solution Selling, Account Management, Sales Operations, Leadership, B2B, New Business Development, Salesforce.com, Business Development, Customer Retention, Sales, Customer Acquisition, Strategic Partnerships, Sales Management, Sales Process, Sales Presentations, Credit Cards, Strategy, Consultative Selling, Business Strategy, Marketing Strategy, Strategic Leader, Nunchuku Skills, Complex Sales, Healthcare Consulting, Excellent Presenter, Contract Negotiation, Electronic Payments, Strategic Leadership, SaaS, Financial Services, Customer Satisfaction, Financial Analysis, Forecasting, Start-ups, E-commerce, Marketing, Social Networking, Enterprise Solution...

Education
Executive Conversation Financial Acumen Sales Training   2012 — 2012

CEB Challenger Sales Training   2011 — 2011

Tom Hopkins Sales Academy   2007 — 2007

Blair Singer's Sales Dogs Training   2006 — 2006

San Jose State University   2000 — 2004
BA, Communications/Business

Santa Teresa   1996 — 2000
High School

Talisa Chang Talisa Chang Brooklyn, New York Details
Talisa Chang's LearnVest Experience May 2014 - December 2014
Job UX & Narrative Building
Industry Design
Experience
Shutterstock  June 2015 - Present
JaegerSloan Inc   February 2015 - Present
Independent Contractor  April 2014 - Present
Her Girl Friday   January 2011 - Present
General Assembly  March 2015 - May 2015
FoodtoEat.com  February 2015 - February 2015
LearnVest   May 2014 - December 2014
LearnVest   October 2013 - May 2014
Foursquare  October 2011 - August 2013
Trust Art   2010 - 2013

Education
General Assembly   2014 — 2015
User Experience Design Immersive

New York University   2005 — 2009
B.A., Individualized, The Politics of Language

American University of Paris   2008 — 2008
Urban anthropology, English literature, Parisian revolutionary history, French

University of the Western Cape/Universiteit van Wes-Kaapland   2007 — 2007
Linguistic anthropology, education, history, politics, arts, gender studies, Afrikaans, Xhosa

Alison Lin Alison Lin Greater New York City Area Details
Alison Lin's LearnVest Experience September 2015 - Present
Job Product Manager at LearnVest
Industry Financial Services
Experience
LearnVest   September 2015 - Present
LearnVest   September 2014 - September 2015
LearnVest   February 2014 - September 2014
XO Group Inc.  November 2012 - February 2014
Six Spoke Media  August 2011 - October 2012
Six Spoke Media  September 2010 - August 2011
Marge Casey & Associates  June 2010 - September 2010

Skills
Social Media, Digital Marketing, Online Advertising, Social Media Marketing, SEO, Google Analytics, Web Analytics, Competitive Analysis, WordPress, Landing Page..., User Experience, SEM, E-commerce, HTML, HTML 5, CSS, Online Marketing, Analytics, PPC, Facebook, Digital Strategy

Education
Bowdoin College   2006 — 2010
Bachelor of Arts (BA)

Erin (Wylie) Gilmore Erin (Wylie) Gilmore San Francisco Bay Area Details
Erin (Wylie) Gilmore's LearnVest Experience September 2009 - April 2010
Job Senior Account Executive Mobile Sales at Twitter
Industry Marketing and Advertising
Experience
Twitter  August 2015 - Present
Twitter  April 2013 - Present
Bloomberg  October 2010 - April 2013
Ounavarra Capital LLC   April 2010 - October 2010
LearnVest   September 2009 - April 2010
Children's Hospital  April 2009 - August 2009

Education
University of California, Berkeley, Haas School of Business   2015 — 2018
Master of Business Administration

Harvard University   2005 — 2009
BA, Economics, Pre-med

CA' Foscari University

Erin Coughlin Erin Coughlin Brooklyn, New York Details
Erin Coughlin's LearnVest Experience July 2015 - Present
Job Graphic Designer at LearnVest
Industry Graphic Design
Experience
LearnVest   July 2015 - Present
BAM Architecture Studio  February 2011 - July 2015
Freelance  May 2006 - February 2011
BlackBook Media  August 2007 - October 2007

Skills
Graphic Design, Graphics, Illustration, Typography, Branding & Identity, Drawing, Information Design, Adobe Creative Suite, InDesign, Illustrator

Education
Daemen College   2004 — 2007
BFA, Graphic Design, Magna Cum Laude

Alicia Kam Alicia Kam Greater New York City Area Details
Alicia Kam's LearnVest Experience May 2015 - Present
Job Accounting Finance Intern at LearnVest
Industry Accounting
Experience
LearnVest   May 2015 - Present
Binghamton University  January 2015 - May 2015
Jonathan K. Ligh M.D.   July 2014 - January 2015
Pell Mentorship Program   July 2012 - August 2013

Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, PowerPoint, Leadership, QuickBooks, Teaching, Teamwork

Education
Binghamton University - School of Management   2013 — 2017
Bachelor of Science (B.S.), Accounting and Business/Management

Courtney O'Connell Courtney O'Connell Brooklyn, New York Details
Courtney O'Connell's LearnVest Experience June 2015 - Present
Job Product Designer
Industry Design
Experience
LearnVest   June 2015 - Present
TheLadders  June 2013 - June 2015
Scholastic  September 2012 - May 2013
Saatchi & Saatchi  December 2011 - August 2012
Zimmerman Advertising  August 2009 - August 2011
Ibis Yearbook, University of Miami   May 2008 - July 2009
Zimmerman Advertising  June 2008 - August 2008
Ibis Yearbook, University of Miami   August 2007 - June 2008
The Miami Hurricane, University of Miami   August 2007 - April 2008

Skills
Adobe Creative Suite, Graphic Design, Information Design, Layout, Logo Design, Art Direction, Mac, InDesign, Communication Design, Information Graphics, Logos, Art, Banners, Mailings, Newspaper, Advertising, Print, Production, Photoshop, Graphics, Corporate Identity, Design Thinking, Typography, Interactive Advertising, Social Media, Corporate Branding, Web Design, Newspapers, Direct Mail

Education
University of Miami   2006 — 2008
Bachelor of Science in Communication, Visual Journalism, Studio Art (focusing on Graphic Design), Business Administration

Philadelphia University   2004 — 2005
Graphic Design

Joshua Bowker, CFP® Joshua Bowker, CFP® Scottsdale, Arizona Details
Joshua Bowker, CFP®'s LearnVest Experience October 2014 - Present
Job Senior Financial Planner at LearnVest
Industry Financial Services
Experience
LearnVest   October 2014 - Present
Vanguard  October 2010 - October 2014

Skills
Finance, Portfolio Management, Confined Space Rescue, Financial Analysis, Financial Modeling, Investments, Investment Strategies, Financial Planning, Retirement, Series 63, Retirement Planning, Series 7

Education
University of Idaho

Alex Gillaspie Alex Gillaspie Scottsdale, Arizona Details
Alex Gillaspie's LearnVest Experience December 2014 - Present
Job Client Services Manager at LearnVest
Industry Financial Services
Experience
LearnVest   December 2014 - Present
LearnVest, Inc.   October 2013 - December 2014
Govig and Associates  October 2012 - September 2013
Sequoia Secondary Charter School   2011 - 2012
Teach For America  2010 - 2011
Dallas Stars  2009 - 2009

Skills
Microsoft Office, Social Media, Recruiting, Marketing, Public Speaking, Customer Service, Microsoft Word, Leadership, Management, Sales, Social Media Marketing, Social Networking, Microsoft Excel, Marketing Strategy, Finance

Education
Arizona State University   2010 — 2012
Master of Education (MEd), Secondary Education and Teaching

University of Iowa - Henry B. Tippie College of Business   2005 — 2009
Bachelor of Business Administration (BBA), Marketing

University of Iowa - Henry B. Tippie College of Business   2005 — 2009
Bachelor of Business Administration (BBA), Finance

G-Squared Advisory LLC G-Squared Advisory LLC Mamaroneck, New York Details
G-Squared Advisory LLC's LearnVest Experience January 2009 - January 2012
Job Financial Planning Especially for Women
Industry Financial Services
Experience
G-Squared Advisory LLC   January 2009 - Present
LearnVest   January 2009 - January 2012
Goldman Sachs  July 1980 - June 1995

Skills
Financial Planning, Wealth Management, Retirement Planning, Investment Advisory, Budget Analysis, Insurance, Personal Finance, Estate Planning, Financial Checkups

Education
New York University   2007 — 2009
Certificate in Financial Planning

Columbia University - Columbia Business School   1979 — 1980
MBA, Finance

Wharton School, University of Pennsylvania   1972 — 1976
Bachelor of Science (BS), Accounting

Cornell University
BS, Economics

Brandie Alyssa Farnam, CFP® Brandie Alyssa Farnam, CFP® Greater New York City Area Details
Brandie Alyssa Farnam, CFP®'s LearnVest Experience June 2015 - Present
Job Manager of Advice Excellence & Product Voice at LearnVest
Industry Financial Services
Experience
LearnVest   June 2015 - Present
LearnVest, Inc.   June 2014 - Present
LearnVest.com   March 2013 - March 2014
LearnVest, Inc.   March 2012 - March 2013
Morgan Stanley Smith Barney  July 2010 - March 2012
Morgan Stanley Smith Barney  March 2009 - June 2010
UBS Financial Services  November 2006 - March 2009

Skills
Asset Allocation, Strategic Financial..., Finance, Financial Services, Financial Advisory, Investment Strategies, Investments, Series 7, Due Diligence, Retirement Planning, Wealth Management, Asset Management, Mutual Funds, Portfolio Management, Investment Advisory, Start-ups, Financial Planning

Education
Fordham University   2009 — 2009
Executive Certificate in Financial Planning, Comprehensive Insurance, Investment, Tax, Retirement, and Estate Planning

University of Colorado at Boulder - Leeds School of Business   2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance

Chris Sauro Chris Sauro Greater New York City Area Details
Chris Sauro's LearnVest Experience September 2015 - Present
Job Account Manager LearnVest at Work
Industry Banking
Experience
LearnVest   September 2015 - Present
LearnVest, Inc.   May 2013 - Present
Broadband Capital Management   2011 - May 2013
Intrinsic Advisory Group   February 2010 - September 2011
E*TRADE Financial  September 2008 - July 2009

Skills
Series 65, Personal Financial..., Capital Markets, Trading Systems, Series 7, Series 63, Equities, Equity Trading, series 79, Proprietary Trading, Investment Banking, Bloomberg, FINRA, Financial Services, Investments, Securities, Wealth Management, Financial Planning

Education
University of Hartford   2000 — 2004
BA, Business Management

University of Hartford

Tom Gilmour, CFP®, CRPC® Tom Gilmour, CFP®, CRPC® Greater New York City Area Details
Tom Gilmour, CFP®, CRPC®'s LearnVest Experience December 2013 - Present
Job Product Manager at LearnVest
Industry Financial Services
Experience
LearnVest   December 2013 - Present
Morgan Stanley  June 2010 - December 2013
MetLife  October 2009 - June 2010
Ameriprise Financial  January 2006 - March 2009
AIDS Resource Foundation for Children  August 2001 - January 2006

Skills
Retirement Planning, Strategic Financial..., Insurance, Series 7, Financial Advisory, Estate Planning, Asset Allocation, Investments, Finance, Leadership, Asset Management, Investment Advisory, Personal Tax Planning, Asset Managment, Retirement, Mutual Funds, Investment Strategies, Securities, Financial Planners, Analysis, 401k, IRAs, Financial Planning, Series 66

Education
Cornell University   1996 — 2000
B.A., Economics, Government

Ainslie Simmonds Ainslie Simmonds Greater New York City Area Details
Ainslie Simmonds's LearnVest Experience November 2011 - Present
Job Chief Operating Officer at LearnVest, Inc.
Industry Marketing and Advertising
Experience
LearnVest, Inc.   June 2014 - Present
LearnVest   November 2011 - Present
Maddock Douglas  December 2008 - November 2011
thinkorsiwm   2005 - 2009
Markitecture LLC   April 2002 - December 2004
Coors/Molson   July 2000 - February 2002
Campbell Soup Company  1997 - 2000

Skills
Marketing Strategy, Direct Marketing, Qualitative Research, Business Strategy, E-commerce, CRM, Quantitative Research, Product Development, Segmentation, Customer Insight, Integrated Marketing, Marketing Research, Market Research, Brand Architecture, Advertising, Strategy, Strategic Partnerships, Leadership, Product Marketing, Digital Strategy, Competitive Analysis, Start-ups, Cross-functional Team..., Brand Development, Product Management, Strategic Planning, Management, Social Media, Marketing, Analytics, Digital Marketing, Mobile Marketing

Education
Harvard Business School   1996 — 1997
MBA, Marketing

Ivey Business School at Western University   1990 — 1992
HBS, Business

Taher Abouzeid Taher Abouzeid Greater New York City Area Details
Taher Abouzeid's LearnVest Experience June 2015 - Present
Job Senior Software Engineer at LearnVest
Industry Computer Software
Experience
LearnVest   June 2015 - Present
Sailthru  January 2013 - June 2015
Citigroup  February 2010 - August 2012
Bank of America  August 2008 - October 2009
UBS Investment Bank  October 2006 - May 2008
Microsoft  July 2004 - August 2004

Skills
Java, Unix, Spring, Trading Systems, SQL, Distributed Systems, SOA, XML, Linux, Software Development, Sybase, JavaScript, Databases, MySQL, Software Engineering, Electronic Trading, Agile Methodologies, Spring Framework, Middleware, Eclipse, Object Oriented Design, Unix Shell Scripting, Algorithms, OOP, Application Development, Multithreading, JSON

Education
Cornell University   2005 — 2006
MEng, Computer Science

University of Warwick   2002 — 2005
BSC, Computer Science

Tiffany Titus Tiffany Titus Greater New York City Area Details
Tiffany Titus's LearnVest Experience May 2009 - February 2015
Job Director of Consumer Products
Industry Graphic Design
Experience
AHAlife  May 2015 - Present
LearnVest   May 2009 - February 2015
Nonfiltered   May 2004 - May 2010

Skills
User Experience, InDesign, Graphic Design, User Interface Design, Photoshop, Copywriting, Illustrator, Adobe Creative Suite, Digital Media, Web Design, Wordpress, Content Strategy, Digital Strategy, Social Media, SEO, Digital Marketing, Dreamweaver, Online Advertising, Advertising, Email Marketing, WordPress, Creative Direction, Google Analytics, Project Management, Editing, Art Direction, Product Management

Education
School of Visual Arts   2000 — 2004

Stacey Kretschy, CPA Stacey Kretschy, CPA Greater New York City Area Details
Stacey Kretschy, CPA's LearnVest Experience March 2015 - Present
Job Controller at LearnVest
Industry Financial Services
Experience
LearnVest   March 2015 - Present
vente-privee USA  December 2013 - March 2015
vente-privee USA  November 2011 - December 2013
PVH  August 2007 - November 2011
PVH  October 2003 - July 2007

Skills
Financial Reporting, Accounting, Financial Analysis, Forecasting, GAAP, Hyperion Enterprise, Microsoft Excel, Financial Accounting, General Ledger, Accounts Payable, SEC filings, Corporate Finance, Finance, Financial Modeling, US GAAP, SEC Filings

Education
Fairleigh Dickinson University-Florham Campus   2005 — 2007
M.S., Accounting

James Madison University   1999 — 2003
Bachelor of Business Administration (BBA)

Mark Batsiyan Mark Batsiyan Greater New York City Area Details
Mark Batsiyan's LearnVest Experience July 2015 - Present
Job Head of Strategy at LearnVest
Industry Financial Services
Experience
LearnVest   July 2015 - Present
LearnVest   November 2014 - Present
LearnVest, Inc.   April 2013 - Present
TIAA-CREF  July 2012 - April 2013
Solas Capital Management   June 2011 - December 2011
Oliver Wyman  July 2006 - March 2010

Skills
Business Strategy, Financial Analysis, Market Analysis, Management Consulting, Financial Modeling, Competitive Analysis, Valuation, Investments, Due Diligence, Business Development, Strategy, Finance, Financial Services, Management, Analytics, Start-ups, Entrepreneurship, Strategic Consulting, Market Research

Education
Columbia University - Columbia Business School   2010 — 2012
MBA, Finance, Entrepreneurship, Social Enterprise

Princeton University   2002 — 2006
A.B., Philosophy

Staten Island Technical High School   1998 — 2002

Adam Zeldis Adam Zeldis Greater New York City Area Details
Adam Zeldis's LearnVest Experience April 2015 - Present
Job Tech Lead at LearnVest
Industry Investment Management
Experience
LearnVest   April 2015 - Present
ADP  March 2014 - April 2015
EXPO Communications, Inc.   December 2012 - March 2014
Veriwalk   August 2011 - January 2014
First New York Securities LLC  December 2008 - June 2012
AMZ Capital LLC   July 2007 - October 2008
VeriSign Inc  January 2004 - June 2008

Skills
Technical Analysis, Equities, Trading, Java, Equity Trading, Options, Trading Strategies, Node.js, JavaScript, PhoneGap, MongoDB, PHP, HTML 5, CSS, MySQL, Web Applications, HTML5

Education
The George Washington University   2001 — 2005
BS Med Prep, Computer Science

Lauren Yoder, MBA, CFP® Lauren Yoder, MBA, CFP® Greater New York City Area Details
Lauren Yoder, MBA, CFP®'s LearnVest Experience May 2015 - Present
Job Financial Planner at LearnVest
Industry Financial Services
Experience
LearnVest   May 2015 - Present
KeyBank  October 2013 - April 2015
KeyBank  December 2010 - September 2013
KeyBank  August 2009 - December 2010

Education
Florida State University   2012 — 2013
Certified Financial Planner, CFP

Case Western Reserve University - Weatherhead School of Management   2010 — 2013
Master of Business Administration (M.B.A.)

Marietta College   2005 — 2009
Bachelor of Arts (B.A.), Finance and Management

Fairfield Union

Dominick DeAngelis, CFP® Dominick DeAngelis, CFP® Scottsdale, Arizona Details
Dominick DeAngelis, CFP®'s LearnVest Experience March 2015 - Present
Job Financial Planner at LearnVest
Industry Financial Services
Experience
LearnVest   March 2015 - Present
Vanguard  March 2011 - February 2015
MF Global  March 2010 - March 2011
NYSE  May 2009 - July 2009

Skills
Investments, Equities, Trading, Commodity, Derivatives, Financial Markets, Securities, Bloomberg, Fixed Income, Mutual Funds, Options, Asset Allocation, Portfolio Management, Series 7, Series 63, Finance, Asset Management, Financial Planning, Financial Services, Investment Strategies, Risk Management

Education
Arizona State University
Business, American History

Joseph Fernandez Joseph Fernandez Greater New York City Area Details
Joseph Fernandez's LearnVest Experience July 2014 - Present
Job Assistant (to the) Regional Manager
Industry Internet
Experience
LearnVest   July 2014 - Present
Springpad  July 2009 - June 2014
MIT Media Lab  January 2009 - June 2009
GoLoco   July 2008 - December 2008

Skills
Java, Mobile, Objective-C, Android, iOS, Cocoa, Social Media, User Experience Design, User Interface Design, User Experience, Human Computer..., HCI, Mobile Devices, Mobile Design, Mobile Applications, User Interface, Usability Testing, iOS development

Education
Massachusetts Institute of Technology   2004 — 2009
BS, Computer Science and Electrical Engineering

Chukwueloka Muoka, MBA Chukwueloka Muoka, MBA New York, New York Details
Chukwueloka Muoka, MBA's LearnVest Experience February 2015 - Present
Job Talent Acquisition at LearnVest
Industry Staffing and Recruiting
Experience
LearnVest   February 2015 - Present
TheLadders  2014 - 2014
Rentish.com   2012 - 2014
Jobclickr   2010 - 2012
MasterCard  2010 - 2010
Capital One  2007 - 2009

Skills
Marketing, Microsoft Excel, Customer Service, Research, Social Media Marketing, PowerPoint, Event Planning, Management, Public Relations, Social Media, Human Resources, Sourcing, Recruiting, CRM, Salesforce.com, Applicant Tracking..., Social Networking

Education
Manhattanville College
Master of Business Administration (MBA), Business Management

Manhattanville College
Bachelor of Arts, Business Management & Political Science

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