LearnVest, Inc.

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

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LearnVest, Inc. Employees

Employee
Years
Job
Industry
Chris Noocha Chris Noocha Scottsdale, Arizona Details
Chris Noocha's LearnVest, Inc. Experience April 2014 - September 2014
Job Mortgage Banker at Quicken Loans
Industry Financial Services
Experience
Quicken Loans  May 2015 - Present
Yodle  October 2014 - March 2015
LearnVest, Inc.   April 2014 - September 2014
US Oncology  July 2012 - April 2014
U.S. Department of Veterans Affairs   June 2010 - March 2012
Fastenal  July 2008 - September 2009

Skills
Customer Satisfaction, Contract Management, Leadership, Marketing, Training, Negotiation, Analysis, Sales Operations, Process Improvement, Management, Program Management, Healthcare, Sales

Education
University of Arizona   2008 — 2010
Bachelor's of Science Degree, Commerce, 3.9 GPA

Matt Shapiro CFP® Matt Shapiro CFP® Phoenix, Arizona Area Details
Matt Shapiro CFP®'s LearnVest, Inc. Experience July 2014 - Present
Job Senior Financial Planner at LearnVest, Inc.
Industry Financial Services
Experience
LearnVest, Inc.   July 2014 - Present
LearnVest, Inc.   February 2014 - July 2014
LearnVest, Inc.   April 2013 - January 2014
ShapiroAdventures.com   October 2011 - March 2013
Fidelity Investments  December 2007 - September 2011
AIG SunAmerica  June 2007 - December 2007
Morgan Stanley Wealth Management  June 2006 - June 2007
Toyota  June 2005 - June 2006
Nordstrom  July 2003 - December 2004

Skills
Sales, Salesforce.com, Series 7, Management, Financial Services, Leadership, Investments, Investment Strategies, Financial Planners, Financial Planning, Retirement Planning, Customer Service, Call Centers, Marketing, Social Media Marketing, Customer Retention, Sales Management, Microsoft Office, Lotus Notes, Call Center Development, Financial Statement..., Cross-functional..., Series 65, FINRA, Financial Goals, Tactical Asset..., Dynamic Asset Allocation, College Savings..., Income Planning, Bond Analysis, Sales & Marketing, Siebel 7.x, Google Apps, Tax Shelters, Sales Process..., Call Center Management, Call Center Optimization, Series 31, Life & Health Insurance..., Start-ups, Finance, Wealth Management, Portfolio Management, Mutual Funds, Social Media, Asset Management, Insurance, Securities, Investment Advisory, Retirement

Education
UCLA   2002 — 2006
Bachelor of Arts (B.A.), Psychology

Alyssa Barton, CFP® Alyssa Barton, CFP® Tempe, Arizona Details
Alyssa Barton, CFP®'s LearnVest, Inc. Experience June 2013 - Present
Job Financial Planner at LearnVest, Inc.
Industry Financial Services
Experience
LearnVest, Inc.   June 2013 - Present
ASU Foundation, Office of Annual Giving   May 2013 - Present
ASU Foundation, Office of Annual Giving   April 2012 - May 2013
ASU School of International Letters and Cultures, Learning Support Services   January 2012 - May 2013
ASU Foundation, Office of Annual Giving   September 2011 - May 2013
Southwest Human Development  January 2013 - April 2013
ASU Foundation, Office of Annual Giving   September 2009 - September 2011

Skills
Leadership, Bilingual-English/Spanis..., Microsoft Office, Teaching, Fundraising, Photoshop, Teamwork, PowerPoint, Organization, WordPress, Graphic Design, Projectors, A/V systems, Adobe Creative Suite, Adobe Premiere, Mac OS, Windows, Event Planning

Education
Arizona State University   2009 — 2013
Bachelor's degree, Spanish Language and Literature

Arizona State University   2009 — 2013
Certificate, Teaching English to Speakers of Other Languages

Stephany Kirkpatrick, CFP®, AIF® Stephany Kirkpatrick, CFP®, AIF® New York, New York Details
Stephany Kirkpatrick, CFP®, AIF®'s LearnVest, Inc. Experience June 2014 - August 2015
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

Raanah Amjadi Raanah Amjadi Seattle, Washington Details
Raanah Amjadi's LearnVest, Inc. Experience June 2010 - August 2010
Job Business Analyst at Microsoft
Industry Computer Software
Experience
Microsoft  November 2014 - Present
Microsoft  September 2013 - November 2014
Ralph Lauren  June 2012 - August 2012
Office for Integration, Dublin City Council   June 2011 - August 2011
LearnVest, Inc.   June 2010 - August 2010

Skills
Project Management, Social Media, Internal Communications, Event Planning, Team Leadership, Public Relations, Research, Business Process..., Business Process..., Microsoft Office

Education
Duke University   2009 — 2013
B.A., Sociology, Spanish, Markets and Management, GPA: 3.62

Phil Boscarino Phil Boscarino Greater Los Angeles Area Details
Phil Boscarino's LearnVest, Inc. Experience February 2013 - March 2013
Job Director of Operations at Independent Investment Management Firm
Industry Financial Services
Experience
Independent Investment Management Firm   June 2013 - Present
LearnVest, Inc.   February 2013 - March 2013
Gurman Wealth Management   July 2011 - February 2013
State Street  June 2010 - April 2011
Merrill Lynch  June 2009 - August 2009

Skills
Venture Capital, Investment Management, Business Development, Finance, Investments, Personal Financial..., Portfolio Management, Early-stage Startups, Technology, Bitcoin

Education
California State University-Chico   2007 — 2009
Bachelor of Science (BS), Accounting

University of California, Riverside   2005 — 2007
Business Administration and Management, General

Rosalind Carnes Rosalind Carnes Austin, Texas Details
Rosalind Carnes's LearnVest, Inc. Experience August 2013 - March 2014
Job Designer
Industry Design
Experience
Dell  November 2014 - Present
rosalindcarnes.com   January 2005 - Present
LearnVest, Inc.   August 2013 - March 2014
Makerbot Industries  April 2013 - July 2013
The New York Times  September 2012 - November 2012
Starwood Hotels & Resorts Worldwide, Inc.   July 2012 - August 2012
Womanzine   January 2007 - July 2012
quirky.com  October 2011 - April 2012
urbanspace Realtors  August 2008 - July 2009
WoolyPear   August 2007 - July 2009

Skills
Graphic Design, Packaging, Editing, Logo Design, Adobe Creative Suite, Illustration, Typography, Illustrator, Graphics, InDesign, Interaction Design, Art Direction, Art, Copywriting, Layout, Visual Communication, Publishing, Collateral

Education
Cranbrook Academy of Art   2009 — 2011
MFA, 2D Design (Graphic Design)

The University of Texas at Austin   2003 — 2007
Bachelor of Fine Arts (BFA), Design

Mariana Lin Mariana Lin San Francisco Bay Area Details
Mariana Lin's LearnVest, Inc. Experience 2011 - 2012
Job Head Writer, Siri
Industry Online Media
Experience
Apple  2014 - Present
Apple  2012 - 2014
The Huffington Post  2011 - 2013
LearnVest, Inc.   2011 - 2012
UrbanDaddy  2005 - 2010
Barneys New York  2004 - 2005

Skills
Web Editing, Content Strategy, Writing For The Web, Social Media, Research, Copywriting, Writing, Editing, Journalism, Copy Editing, Media Relations, Press Releases, SEO, Public Relations, Strategic Communications, Publishing, Blogging, Storytelling, Web Content, Publications, Magazines, New Media, Creative Writing, Editorial, WordPress, Digital Media, Feature Articles

Education
Columbia University Graduate School
MS candidate, Journalism - New Media

University of California, Berkeley - School of Law
Doctor of Law (J.D.), Intellectual Property Law

La Sorbonne, L'Universite de Paris III

Swarthmore College
BA, English Literature

Matt Sherman, CFP® Matt Sherman, CFP® Scottsdale, Arizona Details
Matt Sherman, CFP®'s LearnVest, Inc. Experience September 2014 - Present
Job Financial Planner at LearnVest, Inc.
Industry Financial Services
Experience
LearnVest, Inc.   September 2014 - Present
LPL Financial  January 2012 - August 2014
LPL Financial  June 2009 - December 2011
LPL Financial  October 2005 - May 2009
LPL Financial  May 2004 - October 2005

Skills
Mutual Funds, Investments, Financial Advisory, Trading, Risk Management, Series 7, Series 63, Retirement Planning, Wealth Management, Series 24, Investment Advisory, Fixed Annuities, Finance, Financial Services, Securities, Asset Allocation, Portfolio Management, Equities, Fixed Income, 401k, Account Reconciliation, Access, Microsoft Excel

Education
Point Loma Nazarene University
Bachelor of Arts, Graphic Communications

Reginald L. Jackson Sr Reginald L. Jackson Sr Phoenix, Arizona Area Details
Reginald L. Jackson Sr's LearnVest, Inc. Experience January 2014 - March 2015
Job System Analyst at State Farm
Industry Information Technology and Services
Experience
State Farm  July 2015 - Present
LearnVest, Inc.   January 2014 - March 2015
Independant IT services consultant  July 2013 - January 2014
MDI Group  February 2013 - May 2013
MDI Group  May 2012 - February 2013
Banner Health  September 2011 - June 2012
Onforce  January 2006 - September 2011
NARBHA  November 2006 - August 2011
2005-2006 Flagstaff Unified School District   September 2005 - September 2006
2004-2006 Northern Arizona University   February 2004 - February 2006

Skills
Active Directory, Microsoft Exchange, VMware, SCCM, Data Center, Disaster Recovery, Windows Server, Microsoft SQL Server, DHCP, IPSec, SSL Certificates, Network Architecture, Instructor-led Training, TCP/IP, SSH, RDP, Microsoft Cluster, Troubleshooting, Servers, XP, VPN, Software Documentation, Operating Systems, Technical Support, Computer Hardware, Help Desk Support, A+ Certified, Training, Project Management, SharePoint, Leadership, System Administration, Microsoft Certified..., vSphere, Integration, Process Improvement, Healthcare Information..., Network Administration, Security, Cluster, Program Management, Network Security, Team Building, Network Design, VMware ESX, Change Management, Networking, Hardware, Windows 7, Cisco Technologies

Education
Northern Arizona University   2009 — 2013
Masters in Administration, Leadership, 3.0 GPA

Northern Arizona University   2004 — 2009
Bachelor of Science, Educational/Instructional Technology

Ashley Hanson Curran Ashley Hanson Curran New York, New York Details
Ashley Hanson Curran's LearnVest, Inc. Experience June 2014 - July 2015
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

Matan Noam Shavit Matan Noam Shavit Newark, New Jersey Details
Matan Noam Shavit's LearnVest, Inc. Experience March 2013 - May 2013
Job Software Developer
Industry Computer Software
Experience
Lot18  September 2013 - Present
LearnVest, Inc.   March 2013 - May 2013
Fictional Films   2013 - 2013
Fictional Films   2013 - 2013
Audible, Inc.   September 2012 - December 2012
ManageIQ   May 2012 - August 2012
Computer Science Training for Undergraduates in the Mathematical Sciences, NJIT Department of Math   January 2010 - August 2010
NJIT Department of Computer Science   May 2009 - August 2009
NJIT Department of Mathematics   May 2008 - August 2008

Skills
Java, C++, Ruby on Rails, Matlab, SQL, PHP, JavaScript, AngularJS, HTML 5, CSS3, Git, Subversion, IntelliJ IDEA, Eclipse, NetBeans, Windows, OS X, Linux, Bash

Education
New Jersey Institute of Technology   2007 — 2013
Bachelor of Science (BS), Applied Mathematics, Computer Science

Cody Goodermote Cody Goodermote San Francisco Bay Area Details
Cody Goodermote's LearnVest, Inc. Experience August 2014 - March 2015
Job IT Engineer at MongoDB
Industry Information Technology and Services
Experience
MongoDB, Inc.   March 2015 - Present
LearnVest, Inc.   August 2014 - March 2015
Urban Green Council  2013 - January 2015
TheaterMania, OvationTix & WhatsOnStage   October 2012 - August 2014
AlbanySWAP   January 2012 - August 2012
Apple  August 2011 - March 2012
Taconic Advanced Dielectric Division  March 2010 - August 2010
Jiminy Peak Mountain Resort, LLC  December 2008 - March 2009

Skills
Leadership, IT Operations, Networking, Team Leadership, Apple, iOS, Mobile Applications, Technical Support, Troubleshooting, Sustainability, OS X, Telecommunications, Linux, Social Media, Ubuntu, Green Energy, Green Technology, Psychology, Google Apps, Marketing, Windows, Android, Mac, Google, Customer Service, User Experience, Time Management, Social Networking, Web Design, Social Media Marketing, Wireless Networking, Sustainable Development, Green Marketing, Microsoft Office, Advocacy, Web Servers, Customer Experience, Business Intelligence, Social Media Development, Team Management, Project Management, Crisis Management, Facebook, WordPress, Start-ups

Education
State University of New York at Albany   2008 — 2012
Bachelors, Psychology and Business Administration

Berlin Jr/Sr High School   2002 — 2008
Advanced Regents Diploma with Honors

Elaheh Nozari Elaheh Nozari New York, New York Details
Elaheh Nozari's LearnVest, Inc. Experience June 2012 - August 2012
Job Digital Editor at BlackBook Media
Industry Writing and Editing
Experience
BlackBook Media  May 2015 - Present
xoJane, Bustle   October 2014 - Present
Zagat Survey/Google   March 2014 - May 2015
PolicyMic  December 2013 - September 2014
LaunchSquad  June 2013 - March 2014
LearnVest, Inc.   June 2012 - August 2012
International Rescue Committee  June 2011 - August 2011
The Eagle Group  February 2009 - May 2009

Skills
WordPress, Social Media, French, Writing, Copy Editing, Hootsuite, SPSS, Maple, Microsoft Office, HTML, Photoshop, Fact-checking, Content Management, AP Style, Google Docs, Google Analytics, Google Adwords

Education
Hamilton College   2009 — 2013
Bachelor of Arts (B.A.), History major, Math minor

Institut d'Etudes politiques de Paris / Sciences Po Paris   2011 — 2012

Peter Westman Peter Westman Phoenix, Arizona Details
Peter Westman's LearnVest, Inc. Experience May 2014 - Present
Job Financial Planner at LearnVest, Inc.
Industry Financial Services
Experience
LearnVest, Inc.   May 2014 - Present
The M Group & Associates  January 2014 - May 2014
Souper Salad  May 2008 - June 2010

Skills
PowerPoint, Wealth Management, Time Management, Microsoft Excel, Access, Teamwork, Finance, Leadership, Sales, Financial Advisory, Customer Acquisition, Team Building, Microsoft Office, Life Insurance, Retirement Planning

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

Shannon McClure Shannon McClure Scottsdale, Arizona Details
Shannon McClure's LearnVest, Inc. Experience September 2013 - December 2014
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

George Lambert George Lambert Greater Boston Area Details
George Lambert's LearnVest, Inc. Experience July 2014 - Present
Job Senior Manager, Institutional Sales at LearnVest, Inc.
Industry Financial Services
Experience
LearnVest, Inc.   July 2014 - Present
Financial Engines  July 2013 - July 2014
Financial Engines  August 2011 - July 2013
Loomis, Sayles & Company   September 2010 - July 2011
Loomis, Sayles & Company   October 2004 - August 2010
Loomis, Sayles & Company   October 2003 - September 2004
Assumption University  June 2002 - June 2003

Skills
Investment Strategies, Investments, Marketing, Defined Contribution, Defined Benefit, Taft-Hartley, Institutional Sales, New Business Development, Employee Wellness..., Salesforce.com, Common Sense, Brainshark, Investment Advisory..., Financial Wellness

Education
Babson College - Franklin W. Olin Graduate School of Business   2011 — 2014
Master of Business Administration (MBA)

Boston University - School of Management   2007 — 2008
Master of Science, Investment Management

Loyola College in Maryland   1998 — 2002
BBA, International Business

University of Pittsburgh   2000 — 2000

Thayer Academy   1994 — 1998

Jacqui Kenyon Jacqui Kenyon Greater New York City Area Details
Jacqui Kenyon's LearnVest, Inc. Experience January 2013 - January 2014
Job Associate Syndication Editor, Strategy at Business Insider
Industry Writing and Editing
Experience
Business Insider  February 2014 - Present
LearnVest, Inc.   January 2013 - January 2014
Guernseys  November 2012 - January 2013
FOCUS Gallery  May 2012 - December 2012
The Student Voice  May 2009 - May 2012
Onondaga Environmental Institute   August 2011 - December 2011
FOCUS Gallery  May 2011 - August 2011
Cape Cod Magazine  May 2010 - December 2010

Skills
Tumblr, Copy Editing, Blogging, Associated Press..., HTML5, CSS, jQuery, PHP, MS Office Suite, Adobe Creative Suite, Sony A200 DSLR camera, Wordpress, Ap Style, Microsoft Office, WordPress, Editing, Editorial, Newsletters, Publications, AP Style, Facebook, Magazines, Storytelling

Education
Syracuse University   2008 — 2012
B.S., Magazine journalism, Environmental geography

Notre Dame Academy   2004 — 2008

Natalie Taylor, CFP® Natalie Taylor, CFP® Santa Barbara, California Details
Natalie Taylor, CFP®'s LearnVest, Inc. Experience May 2014 - Present
Job Financial Planner, Product Voice Manager
Industry Financial Services
Experience
LearnVest, Inc.   May 2014 - Present
LearnVest, Inc.   January 2013 - May 2014
Ameriprise Financial Services, Inc.   April 2012 - January 2013
Ameriprise Financial Services, Inc.   May 2005 - March 2012
American Express Financial Advisors  October 2004 - May 2005

Skills
Retirement Planning, Investments, Financial Modeling, Finance, Series 7, Strategic Financial..., Wealth Management, Financial Analysis, Financial Advisory, Investment Advisory, Retirement, Budgets, Estate Planning, Mutual Funds, Public Speaking, Asset Allocation, Accounting, Portfolio Management, Investment Strategies, Financial Planning, Uniform Combined State..., Securities

Education
University of California, San Diego
BA, Economics, Sociology

Jennifer Calonia Jennifer Calonia Burbank, California Details
Jennifer Calonia's LearnVest, Inc. Experience May 2012 - September 2012
Job Editor, Manager, Writer
Industry Writing and Editing
Experience
Forbes  June 2015 - Present
GOBankingRates   September 2011 - Present
U.S. News & World Report   January 2012 - Present
LearnVest, Inc.   May 2012 - September 2012
Consumerism Commentary   January 2012 - May 2012
PerkStreet Financial  November 2011 - January 2012
Handbago.com  January 2011 - September 2011
University Student Union, Inc.   January 2010 - August 2011
University Student Union, Inc  October 2006 - January 2010
Amit Apel Design, Inc  January 2009 - July 2009

Skills
Editing, Freelance Writing, Event Management, Room Viewer, Fashion, Social Media, SEO, Student Affairs, Non-profits, Supervision, Communication, Blogging, Wordpress, Google Analytics, Web Content, Creative Writing, Writing, Social Media Marketing, Marketing, Online Marketing, Proofreading, Facebook, Content Strategy, Copy Editing, Interviews, CMS, Copywriting, WordPress

Education
California State University-Northridge   2004 — 2008
Creative Writing, English

Michelle Morales Michelle Morales Greater Los Angeles Area Details
Michelle Morales's LearnVest, Inc. Experience July 2012 - January 2014
Job Corporate Sales Executive at GrubHub Inc.
Industry Marketing and Advertising
Experience
GrubHub Inc.  February 2014 - Present
LearnVest, Inc.   July 2012 - January 2014
Anomaly  February 2009 - June 2012
Moxie Interactive  January 2008 - February 2009
Munn Rabot  November 2005 - December 2007
The Miami Herald  September 2003 - December 2004

Skills
Digital Media, Digital Strategy, Digital Marketing, Interactive Marketing, Mobile Marketing, SEO, Advertising, Social Media Marketing, Media Planning, Online Advertising, Integrated Marketing, Media Buying, New Business Development, Creative Strategy, Content Strategy

Education
University of Miami   2001 — 2005
Bachelor of Science in Communication, Advertising, Marketing, Creative Writing

Kyle Marzonie Kyle Marzonie New York, New York Details
Kyle Marzonie's LearnVest, Inc. Experience June 2015 - Present
Job Account Manager, Strategic Partnerships at LearnVest, Inc
Industry Financial Services
Experience
LearnVest, Inc  June 2015 - Present
LearnVest, Inc.   June 2014 - June 2015
LearnVest, Inc.   December 2013 - June 2014
Bloomberg LP  August 2012 - July 2013
Bloomberg  June 2011 - August 2011

Skills
Fixed Income, Financial Markets, Client Service Oriented, Market Research, Data Analysis, Sales, Communication, Bloomberg Terminal, Social Media, News Writing

Education
Boston College   2009 — 2012
Bachelor of Arts (B.A.), International Studies

Elon University   2008 — 2009

Jason Wrubel Jason Wrubel Greater New York City Area Details
Jason Wrubel's LearnVest, Inc. Experience 2013 - 2014
Job
Industry Information Technology and Services
Experience
Wrubel Consulting   2014 - Present
Venwise   2014 - Present
The Lang School  2013 - Present
LearnVest, Inc.   2013 - 2014
Group Commerce  2012 - 2013
TheLadders  2007 - 2011
Bamboo Networks, Ltd   2006 - 2006
Intrasphere Technologies  2004 - 2006
Accenture  1998 - 2004

Skills
Program Management, Vendor Management, Outsourcing, Business Analysis, Process Engineering, Cross-functional Team..., Change Management, Process Improvement, Customer Relations, Team Leadership, Management Consulting, Vendor Relations, Business Intelligence, Cost Management, Organizational..., Organizational..., Process Optimization, Product Development, Start-up Ventures, Agile Methodologies, Information Technology, Customer Service, Salesforce.com, Project Management, Quality Assurance, Enterprise Software, Sales, Entrepreneurship, Account Management, Start-ups, Management, Business Development, Leadership, Software Development, Strategy

Education
University of North Carolina at Chapel Hill   1994 — 1998
Bachelor of Arts

Amadeus Junqueira Amadeus Junqueira Greater New York City Area Details
Amadeus Junqueira's LearnVest, Inc. Experience April 2012 - July 2013
Job Engineer
Industry Computer Software
Experience
Mic  October 2013 - March 2015
Knewton  2015 - 2015
LearnVest, Inc.   April 2012 - July 2013
AHAlife  January 2012 - May 2012
BuyWithMe  June 2010 - November 2011
Solvate  January 2010 - December 2010
FanBridge  September 2008 - June 2010

Skills
JavaScript, Ruby on Rails, HTML, CSS3, Interaction Design, User Experience, User Interface Design, Wordpress, HTML 5, Node.js, Git, Data Visualization, SEO, Python (Django), Project Planning, Email Marketing, Unix, Nginx, WordPress, CSS, Web Applications, MongoDB, Ruby, Amazon Web Services..., User Interface, Software Development, Scalability, jQuery, HTML5

Education
Emerson College   2004 — 2008

Teron Samuel Teron Samuel Greater New York City Area Details
Teron Samuel's LearnVest, Inc. Experience February 2014 - May 2014
Job Experienced Client Services and Ad Ops Manager
Industry Education Management
Experience
Yieldbot  January 2015 - Present
Elite Daily  September 2014 - January 2015
LearnVest, Inc.   February 2014 - May 2014
LearnVest, Inc.   June 2012 - January 2014
Us news & world report  January 2012 - May 2012
Us News & World Report  April 2011 - December 2011
NYC Department of Education  August 2009 - April 2011

Skills
Advertising, Social Media, Start-ups, Business Development, Online Advertising, Mobile Devices, Management, Fundraising, Nonprofits, Strategic Partnerships, Team Leadership, Leadership, DART for Publishers, DART for Advertisers, DART Sales Manager, Google Analytics, Mobile Advertising, JavaScript, HTML, Github, Ad Tech, Ad Targeting, Ad Tracking, Conversion Optimization, Video Advertising, VAST, Debugging, Client Services, Account Management, Ad Optimization, Email Marketing, Microsoft Excel, Pivot Tables, ElasticSearch, kibana

Education
State University of New York College at Plattsburgh   2004 — 2008
Audio & Digital Communication

Steve Wozniak Steve Wozniak Brooklyn, New York Details
Steve Wozniak's LearnVest, Inc. Experience April 2014 - July 2015
Job Tech Consultant
Industry Computer Software
Experience
The Fest FL   January 2014 - Present
Independent Consulting  May 2009 - Present
LearnVest, Inc.   April 2014 - July 2015
LearnVest, Inc.   May 2013 - July 2015
eMusic  January 2012 - May 2013
Thingee Corporation  January 2009 - January 2012
Drew University  May 2011 - August 2011
Drew University  May 2009 - May 2010
Drew University  September 2006 - May 2010
Jamseed   June 2008 - September 2008

Skills
CSS, jQuery, JavaScript, Web Development, WordPress, PHP, HTML, Git, Photoshop, Web Design, CMS, Ruby on Rails, Linux, SQL, Databases, Web Applications, JSON, Programming, Front-end, HTML5, XHTML, AJAX, Windows, REST, HTML 5, MVC, Mac OS X, Subversion, XML, SEO, Mobile Applications, Google Analytics, Backbone.js, SASS, Conducting Interviews, Titanium Mobile, Python, Django, User Interface Design, Microsoft Office 2007, Omniture, Test&Target, Mobile Web Design, JSP, JSTL, Appcelerator, Mobile Design, Mobile Interface Design, OS X, Unit Testing

Education
Drew University   2006 — 2010
Bachelor of Arts, Computer Science, Music

Emilia Sherifova Emilia Sherifova New York, New York Details
Emilia Sherifova's LearnVest, Inc. Experience January 2015 - Present
Job CTO at LearnVest
Industry Online Media
Experience
LearnVest, Inc.   January 2015 - Present

Skills
Trading, Securities, Venture Capital, Electronic Trading, Trading Systems, Market Data, Equities, Capital Markets, Equity Trading, Bloomberg, SQL, Business Analysis, Low Latency, Agile Methodologies, Financial Markets, Unix, HTML, Solaris, MySQL, Technology, Linux

Education
Columbia University

Alexa von Tobel Alexa von Tobel Greater New York City Area Details
Alexa von Tobel's LearnVest, Inc. Experience 2008 - Present
Job Founder/CEO at LearnVest, Inc.
Industry Internet
Experience
LearnVest, Inc.   2008 - Present
Drop.io  March 2008 - August 2008
Morgan Stanley  June 2006 - March 2008

Education
Harvard Business School

Harvard University
AB, Psychology Honors & Romance Languages and Literature

Karim Naraghi Karim Naraghi New York, New York Details
Karim Naraghi's LearnVest, Inc. Experience November 2011 - October 2014
Job Tech executive & Entrepreneur
Industry Internet
Experience
LearnVest, Inc.   November 2011 - October 2014
AOL  September 2006 - November 2011
Atari, Inc.   August 2005 - September 2005
Brightcove  May 2005 - August 2005
Malcolm Pirnie, Inc.   February 1999 - October 2003

Education
Massachusetts Institute of Technology - Sloan School of Management   2004 — 2006
Master of Business Administration (M.B.A.), Course 15, Management

The University of Texas at Austin   1994 — 1998
Bachelor's Degree, Civil Engineering, High Honors

Lauren Podnos Lauren Podnos New York, New York Details
Lauren Podnos's LearnVest, Inc. Experience September 2014 - July 2015
Job Investment Consultant
Industry Financial Services
Experience
Fidelity Investments  July 2015 - Present
LearnVest, Inc.   September 2014 - July 2015
Joel Isaacson & Co., LLC   August 2013 - September 2014
Sargent Investment Group, Wells Fargo Advisors   July 2011 - July 2013
Northrop Grumman Corporation  May 2010 - July 2010

Skills
Finance, Securities, Investments, Portfolio Management, Marketing, Asset Managment, Wealth Management, Strategic Financial...

Education
Florida State University - College of Business   2007 — 2011
Bachelors, Finance and Marketing

Georgetown University   2012 — 2013
CFP Certificate Program

Justin Gant Justin Gant Phoenix, Arizona Area Details
Justin Gant's LearnVest, Inc. Experience August 2014 - Present
Job Financial Planner at LearnVest, Inc.
Industry Financial Services
Experience
LearnVest, Inc.   August 2014 - Present

Skills
Financial Planning, Customer Support, Microsoft Excel, Money Guide Pro, Microsoft Word

Education
University of Missouri-Columbia   2009 — 2014
Bachelor of Science (BS), Financial Planning and Services

Donald Bialer Donald Bialer Greater New York City Area Details
Donald Bialer's LearnVest, Inc. Experience October 2013 - February 2014
Job QA Manager Full Time
Industry Internet
Experience
The Barbarian Group  February 2015 - June 2015
AKQA  October 2014 - December 2014
Condé Nast  August 2014 - September 2014
Tribal DDB  March 2014 - June 2014
LearnVest, Inc.   October 2013 - February 2014
DigitasLBi  November 2010 - October 2013
VEVO  August 2009 - January 2010
RichFX  August 2006 - February 2008
RAPP  April 2006 - August 2006
Verizon  May 2002 - May 2004

Skills
Agile Methodologies, Test Planning, Quality Assurance, User Acceptance Testing, Regression Testing, Software Quality..., Scrum, Requirements Analysis, Mobile Devices, User Experience, SDLC, Test Cases, Testing, Test Management, JIRA, Selenium, Tablets, Project Management, HTML, Cross-browser..., CMS, Black Box Testing, Grey Box Testing, Firebug

Education
Ohio University
Bachelor's degree, Video and Film

Alexa Pugh Alexa Pugh New York, New York Details
Alexa Pugh's LearnVest, Inc. Experience June 2013 - August 2013
Job Editorial Assistant at W. W. Norton & Company, Inc.
Industry Publishing
Experience
W. W. Norton & Company, Inc.   November 2014 - Present
Columbia University Graduate School of Journalism  June 2014 - July 2014
Brown Daily Herald Inc.  December 2012 - December 2013
LearnVest, Inc.   June 2013 - August 2013
Conde Nast  June 2012 - August 2012
Brown Daily Herald Inc.  September 2011 - May 2012

Skills
Copy Editing, Journalism, Editing, InCopy, Blogging, Social Media, Feature Articles, News Writing, AP Style, Public Relations, Proofreading

Education
Brown University   2011 — 2014
English, Nonfiction Writing

Northwestern University   2010 — 2011

Dillon Ferguson Dillon Ferguson Scottsdale, Arizona Details
Dillon Ferguson's LearnVest, Inc. Experience May 2014 - Present
Job LearnVest Financial Planner at LearnVest, Inc.
Industry Financial Services
Experience
LearnVest, Inc.   May 2014 - Present
Arizona Care Providers   September 2009 - May 2014
Wells Fargo Advisors  December 2012 - April 2014
Wells Fargo Advisors  March 2011 - December 2012
Seamans Wealth Management   May 2010 - March 2011

Skills
Finance, Marketing, Start-ups, Financial Planning, Process Efficiency, Financial Modeling, Investments, Market Research, Portfolio Management, Wealth Management, Series 7, Series 66, Salesforce.com, CRM, Microsoft Excel

Education
Arizona State University
Bachelor’s Degree

George West High School

Nancy Wheeler Nancy Wheeler Adams, New York Details
Nancy Wheeler's LearnVest, Inc. Experience May 2011 - November 2012
Job Administrative Assistant
Industry Internet
Experience
financial institution  June 2013 - Present
LearnVest, Inc.   May 2011 - November 2012
Henry Butler, Musical Artist   November 2009 - April 2011
Gensuite LLC  January 2007 - December 2009
Keidel Supply Co., Inc.   February 2003 - February 2007
Telecommunications Board of Northern Kentucky (TBNK)   June 2001 - May 2003
Holographic Recording Company   September 2001 - May 2002

Skills
Illustrator, Social Media, Mac, PowerPoint, Editing, Project Management, Executive..., Office Management, Human Resources, PC, Receptionist Duties, Budget Monitoring, Data Entry, Access Database, Microsoft Word, Microsoft Excel, Google Docs, Google Maps, Skype, Windows Media Player, Microsoft Office, Outlook, Open Office, Photoshop, Paint, Keyboard Skills, LinkedIn Recruiter, Facebook, Twitter, Pinterest, Supply Ordering, Fire Marshall, Event Planning, Employee Benefits, Onboarding, Screening Resumes, LinkedIn, HTML, QuickBooks, Microsoft SQL Server, C++

Education
University of Cincinnati   1999 — 2002
Electronic-Media, College-Conservatory of Music

SUNY Albany   1998 — 1999

Laura Shin Laura Shin New York, New York Details
Laura Shin's LearnVest, Inc. Experience April 2011 - April 2013
Job Business, Personal Finance and Tech Journalist and Forbes Contributor
Industry Writing and Editing
Experience
Forbes Magazine  May 2013 - Present
CBS Interactive, SmartPlanet   May 2011 - July 2014
LearnVest, Inc.   April 2011 - April 2013
self-employed  July 2001 - April 2011
The New York Times on the Web   July 2000 - July 2001
The Wall Street Journal Online  January 2000 - July 2000
Newsweek.com  October 1998 - January 2000
Bandung International School   August 1997 - April 1998
NPR  June 1996 - September 1996

Skills
Journalism, Writing, Freelance Writing, Feature Articles, Online Journalism, Business Journalism, Editing, Science Journalism, Web Content, Editorial, News Writing, Storytelling, New Media, Publications, Magazines, Content Strategy, Content Development, Copy Editing, AP Style, Proofreading, Financial Reporting, Fact-checking, Publishing, Content Management, Breaking News, Online Publishing, Blogging, Science Writing, Headline Writing, Newspapers, Web Editing

Education
Columbia University - Graduate School of Journalism   2007 — 2008
Master of Arts, science journalism

Stanford University   1993 — 1997
BA, Modern Thought and Literature

Emily Johnson Emily Johnson New York, New York Details
Emily Johnson's LearnVest, Inc. Experience May 2014 - Present
Job Co Founder at Tutorlist
Industry Information Technology and Services
Experience
Tutorlist   August 2015 - Present
LearnVest, Inc.   May 2014 - Present
MLH Group   December 2013 - May 2014
Maxifier  January 2013 - December 2013
AppNexus  September 2011 - October 2012
AppNexus  January 2010 - July 2012
AppNexus  March 2008 - January 2010
University of Minnesota  August 2005 - May 2007
Dislocate Literary Magazine, University of Minnesota   February 2006 - February 2007
University of Minnesota  September 2004 - September 2005

Skills
Entrepreneurship, Innovation Management, User Experience, Start-ups, Online Advertising, Blogging, Product Management, Editing, Analytics, Digital Media, Digital Strategy, Creative Writing, Research, Writing, Content Strategy, New Media, Marketing, Copywriting, Web Analytics, Web Content, Strategic Partnerships, Mobile Advertising, Product Development, Creative Non-fiction, Market Research, Product Marketing, Business Development, Ad Serving, Digital Marketing, Strategy, Management, Organizational Design, Essays, Technology Start-up, Scrum, Program Management, Mobile Marketing

Education
Princeton University   1997 — 2001
BA, Geosciences

University of Minnesota-Twin Cities   2004 — 2007
MFA, Creative Nonfiction

University of St. Andrews   2000 — 2000
JYA, Geology

Lafayette High School

Phil Quinn Phil Quinn Greater New York City Area Details
Phil Quinn's LearnVest, Inc. Experience December 2013 - Present
Job Software Engineer at LearnVest, Inc.
Industry Computer Software
Experience
LearnVest, Inc.   December 2013 - Present
spotflux   May 2013 - December 2013
Northeastern University  July 2012 - April 2013
Intuit  January 2012 - June 2012
Endeca  January 2011 - November 2011

Skills
Java, Scala, Python, Django, Git, Maven, Eclipse, Software Engineering

Education
Northeastern University   2008 — 2013

Corey Laffel Corey Laffel Boston, Massachusetts Details
Corey Laffel's LearnVest, Inc. Experience April 2011 - April 2013
Job Strategic Project Manager Retail Partners Division
Industry Marketing and Advertising
Experience
Wayfair  August 2015 - Present
Google  October 2013 - April 2014
Google  April 2013 - October 2013
LearnVest, Inc.   April 2011 - April 2013
DailyCandy  May 2009 - April 2011

Skills
Social Media, Partner Management, Strategic Partnerships, New Business Development, Restaurants, Digital Media, Editing, Sales, Marketing

Education
Cornell University - Johnson Graduate School of Management   2014 — 2015
Master of Business Administration (MBA), Technology, Entrepreneurship, Innovation, Business

Cornell University   2005 — 2009
BS, Policy Analysis and Management; Concentration in Consumer Policy

ICC   2012 — 2012

Brittany Barney Brittany Barney Greater New York City Area Details
Brittany Barney's LearnVest, Inc. Experience December 2013 - 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

Rebecca Malkin Wyman Rebecca Malkin Wyman Greater Boston Area Details
Rebecca Malkin Wyman's LearnVest, Inc. Experience May 2012 - June 2013
Job Operations at peach
Industry Apparel & Fashion
Experience
peach  June 2015 - Present
peach  May 2014 - July 2014
LearnVest, Inc.   May 2012 - June 2013
Big Brothers Big Sisters of NYC  June 2011 - May 2012

Education
Harvard Business School   2013 — 2015
Master of Business Administration (M.B.A.)

Harvard University   2007 — 2011
Bachelor of Arts (BA), Government

Kristine (Charbonneau) O'Keefe, CFA, CFP Kristine (Charbonneau) O'Keefe, CFA, CFP Greater Chicago Area Details
Kristine (Charbonneau) O'Keefe, CFA, CFP's LearnVest, Inc. Experience August 2012 - August 2013
Job Vice President at JP Morgan Private Bank
Industry Financial Services
Experience
JPMorgan Chase  January 2004 - Present
LearnVest, Inc.   August 2012 - August 2013
PrettyQuick   2013 - 2013
Bookboard   September 2012 - December 2012

Skills
Asset Management, Banking, Sales Management, Investments, Analysis, Credit, Economics, Sales, Digital Marketing, Venture Capital, Management, Finance, Financial Modeling, Hedge Funds, Private Equity, Portfolio Management, Valuation, Business Development, Client Relations

Education
Northwestern University - Kellogg School of Management   2012 — 2013
Master of Business Administration (MBA), Entrepreneurship, Finance, and Marketing

Dartmouth College   2001 — 2005
B.A, Double; Economics and English

Trinity College, Dublin   2003 — 2004

Manhasset High School   1997 — 2001

Liz Juusola Liz Juusola Greater New York City Area Details
Liz Juusola's LearnVest, Inc. Experience August 2014 - March 2015
Job Content strategist & creative at Modus
Industry Marketing and Advertising
Experience
Modus Inventing the digital future  March 2015 - Present
Word Stylings   January 2010 - Present
LearnVest, Inc.   August 2014 - March 2015
Sasaki Associates  March 2011 - August 2014
Stoltze Design  May 2010 - March 2011
Sel de la Terre  September 2009 - 2010
Emerson College  September 2008 - 2010
Nashville WinePress   March 2007 - July 2008

Skills
Editing, Content Strategy, Content Marketing, Writing, Messaging, Marketing Communications, Social Media, Social Media Marketing, Copy Editing, Google Analytics, Email Marketing, Content Development, Usability, Corporate Websites, Style Guide Creation, Blogging, Editorial, Creative Writing

Education
Emerson College   2008 — 2010
MA, Writing, Literature, and Publishing

Santa Clara University   2002 — 2006
BA, English

Samantha Craig Vient, CFP® Samantha Craig Vient, CFP® Huntington Beach, California Details
Samantha Craig Vient, CFP®'s LearnVest, Inc. Experience May 2012 - June 2013
Job Sra. Presidente at MexCo.
Industry Design
Experience
Mexico Collective (MexCo)   August 2013 - Present
LearnVest, Inc.   May 2012 - June 2013
Craig Advisors, Inc.   June 2010 - June 2012
Craig + Associates, LLP   2007 - 2012
QUALCOMM  2002 - 2007

Skills
Financial Planners, Small Business, Entrepreneurship, Financial Services, Finance, International Relations, Financial Advisory, Asset Allocation, Public Policy, Tax Preparation, Financial Goals, Retirement, Business Planning, Women's Financial Health, Comprehensive Financial..., Tax Planning, Small Business Planning, Wireless Broadband, Corporate Social..., Mobile Financial..., QuickBooks

Education
UC San Diego School of Global Policy and Strategy (GPS)   2001 — 2003
MPIA, International Management

University of California, Santa Barbara   1996 — 2000
BA, Global Studies

University of California, Irvine   2008 — 2009
Postgraduate Certificate, Personal Financial Planning

Sarah Cullem Sarah Cullem New York, New York Details
Sarah Cullem's LearnVest, Inc. Experience April 2013 - June 2013
Job Director, Consulting & Analytics
Industry Marketing and Advertising
Experience
Kepler Group LLC  July 2013 - Present
TAPE, LLC  August 2009 - July 2013
LearnVest, Inc.   April 2013 - June 2013
EMC  January 2013 - May 2013
Babson College Economics Department   January 2013 - April 2013
SpeakEasy Stage Company  March 2013 - 2013
Symantec  October 2012 - December 2012
Fidelity Investments  June 2012 - August 2012
Monster Worldwide  January 2012 - May 2012
TAPE, LLC  February 2008 - August 2009

Skills
Microsoft Excel, PowerPoint, Adobe Creative Suite, SPSS, Project Management, Financial Analysis, Market Research, Business Strategy, Entrepreneurship, Data Analysis, Analysis, Marketing, Process Improvement, Program Management, Strategy, SharePoint, Leadership, Nonprofits, Management, Team Leadership, Management Consulting, Government, Business Development, Proposal Writing, Project Planning, Budgets, Competitive Analysis, Financial Modeling, Research, Analytics, Business Process..., Product Management, Risk Management, Advertising, Sales, Business Planning, Strategic Planning, Cross-functional Team..., Consulting, Time Management, Teamwork, Finance, Microsoft Office, Marketing Communications, Training, Business Analysis, Start-ups, Fundraising, Change Management, Team Building

Education
Babson College, F.W. Olin Graduate School of Business   2011 — 2013
Master, Business Administration, 3.9

University of Baltimore   2009 — 2010
Publications Design

Georgetown University   2009 — 2009
Certificate, Project Management

University of California, Los Angeles   2003 — 2006
B.A., Economics, French

Julia Chang Julia Chang Greater New York City Area Details
Julia Chang's LearnVest, Inc. Experience November 2013 - Present
Job Experienced Print and Digital Editor and Writer
Industry Publishing
Experience
LearnVest, Inc.   November 2013 - Present
Time Inc. Content Solutions  April 2013 - November 2013
Time Inc. Content Solutions  January 2009 - April 2013
Time Inc. Content Solutions  June 2007 - January 2009
VNU/Nielsen Business Media   April 2002 - June 2007
Information Inc.  December 1998 - September 2000
United Media (unit of EW Scripps)   March 1998 - August 1998
Dell Publishing (Bantam Doubleday Dell imprint)   June 1997 - January 1998

Skills
Editorial, Publishing, Publications, Proofreading, Ap Style, Online Advertising, Magazines, Copy Editing, Web Content, Content Strategy, Journalism, Content Development, Feature Articles, News Writing, Content Management, Editing, AP Style, InCopy, Online Publishing

Education
Northwestern University   2000 — 2001
MS, Journalism

Barnard College   1993 — 1997
BA, Sociology

Matthew Hagel, CPA Matthew Hagel, CPA Greater New York City Area Details
Matthew Hagel, CPA's LearnVest, Inc. Experience November 2012 - November 2014
Job Controller at Bark & Co.
Industry Accounting
Experience
Bark & Co.   November 2014 - Present
LearnVest, Inc.   November 2012 - November 2014
AppNexus  May 2011 - October 2012
Sony Music Entertainment  July 2009 - May 2011
Deloitte & Touche  September 2006 - July 2009
Deloitte & Touche  January 2005 - March 2005

Skills
Financial Reporting, Auditing, Accounting, SEC filings, Microsoft Excel, Financial Analysis, Forecasting, Financial Modeling, Budgets, CPA, QuickBooks, Sarbanes-Oxley Act, US GAAP, Analytics, Financial Accounting, Strategic Planning, Budgeting, GAAP, Finance, ADP Payroll, Excel, Salesforce.com, General Ledger, Audit, Concur, Hyperion, Venture Capital, Employee Stock Options, Start-ups, SEC Filings

Education
University of Illinois at Urbana-Champaign   2002 — 2006
2006, Accountancy

New York University   2010 — 2011
M.S. Integrated Marketing

University of Illinois at Urbana-Champaign - College of Business   2002 — 2006
Bachelor of Science (BS), Accounting

High School

Kerry Kitka Kerry Kitka New York, New York Details
Kerry Kitka's LearnVest, Inc. Experience January 2013 - October 2014
Job Front End Web Developer, Scrum Master, Marketer, Consultant
Industry Internet
Experience
ExactTarget  February 2015 - Present
Move This World  October 2014 - Present
LearnVest, Inc.   January 2013 - October 2014
ImagineEasy Solutions, LLC   October 2010 - January 2013
Webster Parks and Recreation - Division of the Department of Public Works, Webster, MA   May 2010 - August 2010
The General Society of Mechanics and Tradesmen of the City of New York   March 2009 - May 2009
First District Court of Southern Worcester County - Dudley, MA   June 2008 - August 2008
Sears Holdings Corporation  June 2007 - August 2007
Shopper-Turnpike Corporation   August 2005 - August 2007

Skills
HTML, CSS, HTML emails, Agile Methodologies, Scrum, WordPress, jQuery, JavaScript, SASS, Compass, Jade, Node.js, JIRA, Email Marketing, Blogging, Social Media Marketing, Marketing, Twitter, Facebook, Google Analytics, Research, Social Networking, New Business Development, Community Engagement, Educational Technology, Start-ups

Education
New York University   2007 — 2010
B. A., History

Tourtellotte Memorial High School   2003 — 2007
HS Diploma

Amy Keyishian Amy Keyishian San Francisco Bay Area Details
Amy Keyishian's LearnVest, Inc. Experience 2011 - 2013
Job Associate Editor, Copy at Re/code
Industry Writing and Editing
Experience
Re/code  January 2014 - Present
Meredith  2012 - Present
Kveller   2011 - Present
Freelance Journalist and Copywriter   2009 - Present
Scripps Networks Interactive Inc.  March 2013 - December 2013
LearnVest, Inc.   2011 - 2013
Contently Inc.  January 2012 - July 2012
CafeMom  March 2010 - December 2011
Babble Media Babble.com  2010 - 2011
Babble Media Babble.com  2010 - 2011

Skills
Blogging, Journalism, Online Journalism, Social Media, Food, Craft, Cooking, Editing, Editorial, Web Content, Copy Editing, Copywriting, Content Development, Content Strategy, Creative Writing, Publishing, Feature Articles, Content Management, Fact-checking, Books, Social Networking, Storytelling, Proofreading

Education
Upright Citizens Brigade Theater   2003 — 2006

Barnard College   1985 — 1989
B.A., English

Rachel L. Kaplan Rachel L. Kaplan New York, New York Details
Rachel L. Kaplan's LearnVest, Inc. Experience March 2014 - July 2015
Job Dropbox Rotational Program at Dropbox
Industry Computer Software
Experience
Dropbox  August 2015 - Present
LearnVest, Inc.   March 2014 - July 2015
Bloomberg LP  August 2013 - June 2014
LearnVest, Inc.   January 2014 - March 2014
LearnVest, Inc.   June 2013 - August 2013
Bloomberg LP  January 2013 - August 2013
Columbia University Information Technology  June 2012 - May 2013
Grameen Bank  December 2012 - January 2013
Obama for America  April 2012 - November 2012
Columbia University, Department of Political Science   January 2012 - May 2012

Skills
Qualitative Research, SPSS, Stata, Microsoft Excel, International Economics, PowerPoint, User Experience, Agile Environment, Product Development, SAS, Emerging Markets, Quantitative Analytics, Research Design, NVivo, Global Strategy, Quantitative Research, International Political..., Political Campaigns, Global Politics, Economic Policy, Monetary Policy, Adobe Creative Suite, Public Policy, Microsoft Word

Education
Columbia University in the City of New York   2011 — 2015
Bachelor of Arts (B.A.), Economics and Political Science

Barnard College   2011 — 2015
Bachelor of Arts (B.A.), Economics and Political Science

Todd Siemers Todd Siemers New York, New York Details
Todd Siemers's LearnVest, Inc. Experience April 2014 - December 2014
Job Director, Data Engineering at LearnVest, Inc.
Industry Financial Services
Experience
LearnVest, Inc.   April 2014 - December 2014
Incandescent Technologies, Inc.   September 2012 - January 2014
Netflix  January 2011 - September 2012
Citi  June 2010 - December 2010
Citi  November 2006 - May 2010
DaimlerChrysler  November 2005 - October 2006
Citi  November 2004 - October 2005
Reader's Digest  July 2003 - October 2004
Wells Fargo  January 2002 - June 2003
United States Air Force  July 2000 - December 2000

Skills
Ab Initio, Teradata, Oracle, DB2, SQL, Hive, Hadoop, Microstrategy, Data Warehousing, ETL, Python, Pig, Ksh, Sed, Awk, Regular Expressions, WebSphere MQ, Autosys, UC4, R, Ab Initio ACE, Ab Initio Metadata Hub, Ab Initio BRE, Data Integration, Unix Shell Scripting, Data Quality, Big Data, Informatica, Unix, Master Data Management, Business Objects, Enterprise Architecture, Performance Tuning, Data Warehouse...

Education
The George Washington University   1998 — 1999
Master of Science (MS), Information Technology

Indiana University Bloomington   1992 — 1996
Bachelor of Science (BS), Computer Science

Lawrence Chong Lawrence Chong Greater New York City Area Details
Lawrence Chong's LearnVest, Inc. Experience June 2014 - July 2015
Job Web Development Fellow at Flatiron School // Computer Science and Psychology Undergraduate at Stony Brook University
Industry Information Technology and Services
Experience
LearnVest, Inc.   June 2014 - July 2015
Stony Brook University  August 2013 - May 2014
Stony Brook University  February 2012 - May 2014
Stony Brook Center for Survey Research   2009 - 2010
Brooklyn Public Library  September 2006 - September 2009
American Red Cross  2008 - 2009
Charles B. Wang Community Center   March 2008 - August 2008

Skills
Public Speaking, Data Entry, Research, Social Networking, Statistics, Java, Objective-C, XML, HTML 5, CSS3, JIRA, Agile Methodologies, JavaScript, Git, Github, Linux, MIPS, NetBeans, Eclipse, Xcode, Software Quality..., MVC, Event Planning, CSS, Event Management, Ruby, Ruby on Rails, SQL, PostgreSQL

Education
Flatiron School   2015 — 2015
Fellow, Web Development

Stony Brook University
Bachelor of Science (B.S.), Computer Science and Psychology

Peking University   2011 — 2012
Chinese Language Studies

Brooklyn Technical High School   2005 — 2009
Advance Regents Diploma

Erika Hakanson Erika Hakanson Greater New York City Area Details
Erika Hakanson's LearnVest, Inc. Experience March 2014 - January 2015
Job Operations Associate at Betterment
Industry Financial Services
Experience
Betterment  January 2015 - Present
LearnVest, Inc.   March 2014 - January 2015
LearnVest, Inc.   April 2013 - March 2014
Dynamics Search Partners  September 2011 - March 2013
Johnson & Johnson - Ortho Clinical Diagnostics  March 2007 - August 2010

Skills
Series 65, Customer Service, Customer Satisfaction, Teamwork, Efficacy, Operational Efficiency, Process Efficiency, Time Management, Strategy, Leadership, Management, Operations Management, Strategic Planning, Competitive Analysis, OmniGraffle, Visio, Customer Service..., Customer Service..., Customer Service Systems, Customer Service..., Customer Experience, Salesforce.com, Marketing, Financial Modeling

Education
Elon University   2007 — 2011
Bachelor of Arts, Art History, Business Administration

Montgomery High School   2003 — 2007

Chelsea Ono Horn Chelsea Ono Horn San Francisco Bay Area Details
Chelsea Ono Horn's LearnVest, Inc. Experience June 2009 - August 2009
Job Associate Product Manager at Pocket Gems
Industry Internet
Experience
Pocket Gems  June 2014 - Present
Google  March 2013 - June 2014
L.E.K. Consulting   September 2012 - February 2013
L.E.K. Consulting   September 2010 - August 2012
LearnVest, Inc.   June 2009 - August 2009
Diobex   June 2008 - August 2008

Skills
Start-ups, Management Consulting, Business Strategy

Education
Harvard University   2006 — 2010
A.B., high honors in field, History and Science

Castilleja School   2000 — 2006

Nick Siderakis Nick Siderakis Greater New York City Area Details
Nick Siderakis's LearnVest, Inc. Experience April 2013 - January 2014
Job Software Engineer Lead, Entrepreneur
Industry Computer Software
Experience
Google  January 2014 - Present
I.Strive.To   April 2010 - Present
LearnVest, Inc.   April 2013 - January 2014
Spiral Universe  June 2010 - August 2011
SirRootings   January 2009 - July 2011
Educational Web Application   January 2006 - January 2008

Skills
Google App Engine, Advanced CSS, GWT, Entrepreneurship, Web Applications, Hibernate, Spring, Scala, SBT, Google Web Toolkit, Java web applications, Entrepreneur, MongoDB, Play Framework

Education
Stony Brook University   2004 — 2010
BS, Computer Science, Computer Engineering

Katie Simon Katie Simon New York, New York Details
Katie Simon's LearnVest, Inc. Experience June 2014 - August 2014
Job Data Analytics at Birchbox
Industry Computer Software
Experience
Birchbox  January 2015 - May 2015
LearnVest, Inc.   June 2014 - August 2014
Katie Simon Yoga   June 2013 - August 2014
Global Citizens Travel   April 2013 - September 2013
NYU Gallatin Writing Center   September 2012 - December 2012
Claudia Chan, Inc   August 2011 - November 2011
Minga   August 2006 - September 2010

Skills
Nonprofits, Public Speaking, Marketing, WordPress, Marketing Strategy, Creative Writing, Travel Planning, MySQL, Microsoft Excel, Python, Fundraising, Start-up Consulting, Google Analytics, Java, PHP, HTML, Brand Development, Content Marketing, MongoDB, Community Engagement, Microsoft Office, Web Content Creation, Entrepreneurship, R, PostgreSQL, Travel Writing, MailChimp, Training, Adobe Creative Suite, Grant Writing, Editorial Consulting, Blogger, Hootsuite, Facebook, Marketing Analytics, Web Content, Social Media, SQLite, JSON, Programming, Web Applications, Branding & Identity, Brand Awareness, Blogging, Writing, Research

Education
New York University   2011 — 2015
BA, Concentration in Narrative Branding, Minor in Web Programming and Applications, 3.67

Massachusetts College of Art and Design   2011 — 2011
Multi-disciplinary Studies, Multi-disciplinary Studies, 4.0

Concord Academy   2006 — 2010
High School

Alixandra Mark Alixandra Mark Greater New York City Area Details
Alixandra Mark's LearnVest, Inc. Experience October 2013 - December 2014
Job Customer Strategy & Operations
Industry Internet
Experience
Offerpop  2015 - Present
LearnVest, Inc.   October 2013 - December 2014
First New York Securities  October 2011 - September 2013
First New York Securities  January 2009 - October 2011
Circuit Court for Cecil County   2008 - 2008
International Federation of University Women   2007 - 2007

Skills
Management, Investments, Salesforce.com, Start-ups, Analytics, Product Management, Strategy, Operations Management, Project Management, Entrepreneurship, Trading, Series 7, problem solving, Equities, Equity Trading, Bloomberg, Process Improvement, Sales Operations, Business Operations, Customer Segmentation..., Business Analysis, Organizational..., Social Media, Investment Banking, Proprietary Trading, Prime Brokerage, Product Requirements, Equity Research, Electronic Trading

Education
University of Delaware   2004 — 2008
Bachelor of Arts, Sociology and Criminal Justice, Minor in History

Cameron Enriquez Cameron Enriquez Phoenix, Arizona Area Details
Cameron Enriquez's LearnVest, Inc. Experience July 2014 - Present
Job Financial Planner at LearnVest, Inc.
Industry Computer Software
Experience
LearnVest, Inc.   July 2014 - Present
WebPT  January 2013 - June 2014
The Vanguard Group  July 2011 - October 2012
Take Charge America, Inc.   October 2010 - April 2011

Skills
Personal Financial..., Finance, Series 7, Series 63, Series 65, Financial Planners, Retirement, IRAs, Asset Managment, Budgeting, Asset Allocation, Investments, Mutual Funds, Salesforce.com, Technical Support, Employee Training, Customer Service, Web Applications, Start-ups, Start-up Environment, Account Management, SaaS, Interviews, Financial Planning

Education
Northern Arizona University, College of Business Administration   2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General

Deer Valley High School   2000 — 2004

Sarah (Frischknecht) Suhovsky Sarah (Frischknecht) Suhovsky Greater New York City Area Details
Sarah (Frischknecht) Suhovsky's LearnVest, Inc. Experience September 2014 - 2015
Job Manager, People and Culture at Birchbox
Industry Investment Management
Experience
Birchbox  2015 - Present
LearnVest, Inc.   September 2014 - 2015
Sorensen Wealth Management   September 2013 - September 2014
Readz   2011 - 2013
Kforce Inc  2010 - 2011

Skills
Staff Development, Strategic Sourcing, Human Resources, Online Marketing, Marketing Communications, Email Marketing, Sales, Business Development, Copywriting, Event Management, Account Management, Project Management, Lead Generation, Research, Market Research, Blogging, CRM, Training, Customer Service, Social Media Marketing, Public Relations, Office Management, Trade Shows, Event Planning, Editing, Mac, PowerPoint, Staffing Services, marketing, Consulting, Management, Recruiting, Sourcing

Education
California Lutheran University   2006 — 2010
Bachelors, Business Administration

Universidad de Granada   2008 — 2008
Spanish

Marianne Hayes Marianne Hayes Tampa, Florida Details
Marianne Hayes's LearnVest, Inc. Experience 2014 - Present
Job Freelance Writer
Industry Writing and Editing
Experience
The Huffington Post, Forbes, The Daily Beast, Babble, XOJane and many more   2004 - Present
LearnVest, Inc.   2014 - Present
83 Degrees Media   2014 - Present
Metro US  2012 - Present
Slickdeals, LLC  2015 - Present
Lacoste  2005 - 2006

Skills
Blogging, Editorial, Feature Articles, Copywriting, WordPress, Copy Editing, Editing, Research, Books, Publications, Creative Writing

Education
University of Central Florida   2001 — 2005
Bachelor of Arts (B.A.), Journalism and Creative Writing

Touro College   2008 — 2009
Master of Science (MS), Special Education

Carrie Hartman Carrie Hartman Phoenix, Arizona Area Details
Carrie Hartman's LearnVest, Inc. Experience June 2014 - November 2014
Job Vice President, Insurance Housing at National Corporate Housing
Industry Management Consulting
Experience
National Corporate Housing  November 2014 - August 2015
LearnVest, Inc.   June 2014 - November 2014
LearnVest, Inc.   December 2013 - June 2014
CRS Temporary Housing  January 2011 - October 2013
CRS Temporary Housing  January 2008 - January 2011
CRS Temporary Housing  January 2004 - January 2008
CRS Temporary Housing  March 2001 - January 2004
R&R Realty Group  October 1999 - March 2001

Education
University of Phoenix   2010 — 2013
Bachelor of Business Administration (BBA), Human Resources Management and Services

University of Northern Iowa   1996 — 1998
Biology/Chemistry

Black Hawk College   1994 — 1996
A.S., Biology

Madeline Melly Madeline Melly Greenwich, Connecticut Details
Madeline Melly's LearnVest, Inc. Experience June 2013 - August 2013
Job Client Services Intern at ListenFirst Media
Industry
Experience
ListenFirst Media  June 2015 - Present
Trinity College - Hartford  September 2014 - Present
Tuck School of Business at Dartmouth College  June 2014 - July 2014
Trinity College - Hartford  January 2014 - May 2014
LearnVest, Inc.   June 2013 - August 2013

Skills
Social Media, Microsoft Office, Event Planning, Public Speaking, PowerPoint, Event Marketing Strategy, Research, Social Media Marketing, Data Analysis, Analytics

Education
Trinity College-Hartford   2012 — 2016
Bachelor's degree, Political Science

Deerfield Academy   2009 — 2012

Kaitlin Butler Kaitlin Butler New York, New York Details
Kaitlin Butler's LearnVest, Inc. Experience June 2010 - August 2010
Job Candidate Lead at Bridgewater Associates
Industry Financial Services
Experience
Bridgewater Associates  August 2015 - Present
CommonBond.co  October 2013 - July 2015
Clear Admit  July 2013 - October 2013
Clear Admit  July 2011 - July 2013
Lokalty  January 2012 - May 2012
LearnVest, Inc.   June 2010 - August 2010
Umbrage Editions  June 2009 - August 2009

Skills
Editing, Writing, Research, Publications, Copy Editing, Blogging, Social Media, Social Media Marketing, Proofreading, Management, Microsoft Excel, Marketing Strategy

Education
Williams College   2007 — 2011
Bachelor of Arts (B.A.), Literary Studies, Art History and Practice

National University of Ireland, Galway   2010 — 2010

Charles LaCalle Charles LaCalle New York, New York Details
Charles LaCalle's LearnVest, Inc. Experience October 2012 - April 2013
Job Manager, Product Innovation at Allied Health Media
Industry Marketing and Advertising
Experience
Allied Health Media  August 2014 - Present
Allied Health Media  May 2013 - Present
LearnVest, Inc.   October 2012 - April 2013
Robert Burke Associates  October 2011 - October 2012
Clinton Global Initiative  September 2011 - September 2011
The Cultivate   June 2010 - September 2011
Pao Principle   December 2009 - January 2010
AMK - Angkor Microfinance Kampuchea   June 2008 - July 2008
David Rockefeller Center for Latin American Studies  January 2008 - May 2008

Skills
Marketing Strategy, Business Planning, Start-ups, Social Media, Event Planning, Public Speaking, Entrepreneurship, Business Strategy, Social Media Marketing, Business Development, Marketing

Education
Harvard University   2007 — 2011
BA, Government; History of Art & Architecture

Morgan Holland Schnepper Morgan Holland Schnepper Greater New York City Area Details
Morgan Holland Schnepper's LearnVest, Inc. Experience May 2011 - May 2012
Job Platform Parnerships Director at AOL
Industry Marketing and Advertising
Experience
AOL  August 2015 - Present
RadiumOne Inc.  January 2013 - July 2015
Salon Media Group  May 2012 - January 2013
LearnVest, Inc.   May 2011 - May 2012
The Huffington Post  January 2009 - June 2011

Skills
Digital Media

Education
Pennsylvania State University   2003 — 2007
Bachelor of Science, Business Management

Azret Deljanin Azret Deljanin New York, New York Details
Azret Deljanin's LearnVest, Inc. Experience September 2013 - Present
Job Director of Infrastructure and IT at LearnVest, Inc.
Industry Information Technology and Services
Experience
LearnVest, Inc.   September 2013 - Present
Internap Network Services  September 2011 - September 2013
WeWork  May 2011 - September 2011
Atlantic Metro Communications  July 2010 - May 2011
Arnold Aerial Advertising   July 2009 - June 2010

Skills
Linux, Cloud Computing, System Administration, Networking, Data Center, Servers, Bash, Configuration Management, Storage Area Networks, Apache, Xen, MySQL, Cisco IOS, VPN, JUNOS, Troubleshooting, Management, System Deployment, Docker, Network Architecture, Infrastructure

Education
Baruch College, City University of New York (CUNY)   2004 — 2008
BBA, Real Estate Finance

Saint Agnes Boys High School   2000 — 2004

Crystal Ou Crystal Ou New York, New York Details
Crystal Ou's LearnVest, Inc. Experience March 2012 - October 2012
Job Cofounder, CEO at Piicked
Industry Internet
Experience
Piicked   February 2015 - Present
Condé Nast  2014 - 2015
LearnVest, Inc.   March 2012 - October 2012
LinkedIn  April 2010 - January 2012
Johnson & Johnson  2008 - 2008
WPP  July 2005 - July 2007
Accenture  June 2003 - April 2005

Skills
Product Marketing, Product Management, SQL, HTML + CSS, Product Launch, SEM, Java, Fireworks, Start-ups, Analytics, HTML, Go-to-market Strategy, Market Research, Adobe Fireworks

Education
University of Pennsylvania - The Wharton School   2007 — 2009
MBA

Georgia Institute of Technology

The Johns Hopkins University

David Murphy, CFP® David Murphy, CFP® Phoenix, Arizona Details
David Murphy, CFP®'s LearnVest, Inc. Experience August 2013 - December 2014
Job Regional Sales Consultant at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group  January 2015 - Present
LearnVest, Inc.   August 2013 - December 2014
USAA  August 2010 - July 2013
Foothill Securities, Inc.   May 2005 - August 2010
Ameriprise Financial Services, Inc.   April 2004 - April 2005

Education
University of Northern Iowa   1988 — 1992
Bachelor of Arts (B.A.)

DeVry Institute of Technology
Bachelor of Science (B.S.)

Katherine Robinson Katherine Robinson New York, New York Details
Katherine Robinson's LearnVest, Inc. Experience May 2014 - July 2014
Job Recruiting at Facebook
Industry Internet
Experience
Facebook  August 2014 - Present
New York University  2014 - Present
LearnVest, Inc.   May 2014 - July 2014
Google  April 2013 - April 2014
Pearl.com  March 2012 - April 2013
Triage Consulting Group  October 2010 - March 2012
UC Berkeley  January 2008 - February 2010
Grameen Foundation  July 2009 - August 2009
Berkeley City Council   April 2008 - March 2009

Skills
Recruiting, Event Planning, International Relations, Policy, Management, Program Management, Communication Skills, Political Campaigns, Sourcing, Strategic Consulting, Grants, Public Speaking, Full-cycle Recruiting, Public Policy, Internet Recruiting, Social Networking, Marketing, Organizational..., College Recruiting, Public Relations, Auditing, Photography, Travel Writing, Team Building, Project Management, Time Management, Stata, Politics, Start-up Environment, Fundraising, Corporate Events, University Programs, Poverty Reduction

Education
New York University   2014 — 2017
Master's Degree, Social Work & Public Health

University of California, Berkeley   2006 — 2010
B.A., Political Science

The London School of Economics and Political Science (LSE)   2009 — 2009
Economics

University of Virginia   2009 — 2009
Semester at Sea

Ursuline High School   2002 — 2006

Matt Lindeboom Matt Lindeboom San Francisco Bay Area Details
Matt Lindeboom's LearnVest, Inc. Experience October 2013 - July 2015
Job Software Engineer at SurveyMonkey
Industry Computer Software
Experience
SurveyMonkey  July 2015 - Present
LearnVest, Inc.   October 2013 - July 2015
Thomson Reuters  August 2013 - October 2013
ROKKAN  April 2012 - August 2013
The Doneger Group  November 2010 - April 2012
Raphael Webscapes LLC   April 2009 - November 2010
Web Development  May 2008 - March 2009

Skills
CSS, Front-end, User Experience, Information Architecture, User Interface Design, HTML 5, Web Design, Adobe Creative Suite, HTML, Interaction Design, Illustrator, jQuery, User Interface, Web Development, JavaScript, WordPress, Photoshop, CMS, Creative Technology, Graphic Design, HTML5, Online Advertising, Flash, Python, Social Networking

Education
Loyola College in Maryland   2004 — 2008
Bachelors, Writing

Loyola University Maryland   2004 — 2008
Bachelor's degree

Cyndi Hall Cyndi Hall Scottsdale, Arizona Details
Cyndi Hall's LearnVest, Inc. Experience August 2014 - Present
Job Planner Associate at LearnVest, Inc.
Industry Financial Services
Experience
LearnVest, Inc.   August 2014 - Present
Nanny  February 2010 - July 2014
Wells Fargo  January 2007 - August 2009

Skills
Fundraising, Personal Financial..., Childcare, Event Planning, Social Media, Nonprofits, Community Outreach

Education
UCLA Extension   2015 — 2017
Certificate of Financial Planning, Financial Planning and Services

Arizona Christian University   2005 — 2009
BS in Business Administration

Annie Shapiro Annie Shapiro Greater New York City Area Details
Annie Shapiro's LearnVest, Inc. Experience July 2014 - Present
Job Brand Manager at LearnVest, Inc.
Industry Online Media
Experience
LearnVest, Inc.   July 2014 - Present
LearnVest, Inc.   September 2013 - July 2014
LearnVest, Inc.   August 2011 - September 2013
Princeton University  February 2008 - May 2011
LearnVest, Inc.   June 2010 - August 2010
LearnVest, Inc.   June 2009 - August 2009

Skills
Digital Strategy, Digital Media, Content Strategy, User Experience, Social Media, Digital Marketing, New Media, Blogging, Web Analytics, Social Media Marketing, Facebook, Start-ups, Copywriting, Editing, Strategy, Brand Management, Press Relations

Education
Princeton University   2007 — 2011
AB, Art History, Italian

Alex Gillaspie Alex Gillaspie Scottsdale, Arizona Details
Alex Gillaspie's LearnVest, Inc. Experience October 2013 - December 2014
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

William Epstein William Epstein Greater New York City Area Details
William Epstein's LearnVest, Inc. Experience June 2014 - Present
Job Software Engineer at LearnVest, Inc.
Industry Computer Software
Experience
LearnVest, Inc.   June 2014 - Present
Xaxis  January 2014 - June 2014
24/7 Media Inc.   June 2012 - June 2014
European Media Laboratory GmbH (EML)   May 2011 - August 2011
The Container Store  June 2007 - September 2008

Skills
C++, Python, Java, C, Software Development, Linux, HTML, Matlab, Software Engineering, Unix, Software Design, Windows, Programming, PHP, XML, Microsoft Office

Education
The Cooper Union for the Advancement of Science and Art   2008 — 2012
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering

Caitlin Strandberg Caitlin Strandberg Greater New York City Area Details
Caitlin Strandberg's LearnVest, Inc. Experience February 2012 - August 2012
Job Associate at Flybridge Capital Partners
Industry Internet
Experience
Flybridge Capital Partners  August 2012 - August 2014
LearnVest, Inc.   February 2012 - August 2012
Behance LLC   July 2010 - March 2012
Sirius Satellite Radio  May 2009 - August 2009
Paste Magazine  January 2009 - May 2009
Orlando Sentinel  May 2005 - August 2007

Education
Harvard Business School   2014 — 2016
Master of Business Administration (M.B.A.)

Cornell University
Bachelor of Arts (B.A.)

Cyndi Laurin, Ph.D. Cyndi Laurin, Ph.D. Phoenix, Arizona Area Details
Cyndi Laurin, Ph.D.'s LearnVest, Inc. Experience May 2014 - June 2015
Job Assistant Professor of Business Management
Industry Professional Training & Coaching
Experience
Benedictine University  August 2015 - Present
Guide to Greatness, LLC   January 2005 - Present
LearnVest, Inc.   May 2014 - June 2015
Vineyard Services  May 2013 - April 2014
The National Graduate School of Quality Management  2005 - August 2013
CDMG, LLC (Consumer Data Management Group)   July 2011 - December 2012
The Apothecary Shops  April 2010 - April 2011
California State University, Dominguez Hills  2007 - 2007
California Polytechnic State University, San Luis Obispo  September 1994 - January 2005

Skills
Leadership Development, Change Management, Employee Engagement, Organizational..., Instructional Design, Team Building, Coaching, Public Speaking, Strategic Planning, Process Improvement, Training, Performance Management, Leadership, Management, Program Management, Entrepreneurship, Human Resources, Marketing, Organizational..., Nonprofits, Healthcare, Policy, Teaching, Start-ups, Business Process..., Strategy, Six Sigma, Business Development, Quality Assurance, Staff Development, Employee Training, Management Consulting, Software Documentation, Cross-functional Team..., E-Learning, Analysis, Team Leadership, Operations Management, Product Development, Project Management, Project Planning, Performance Improvement, Business Planning, Executive Coaching, Adult Education, Workshop Facilitation, Operational Excellence, Career Development, Conflict Resolution, Quality Management

Education
University of California, Santa Barbara   1994 — 1997
Ph.D., Leadership and Organizations

University of California, Santa Barbara   1995 — 1996
M.A., Leadership and Organizations

California Polytechnic State University-San Luis Obispo   1993 — 1995
M.S., Industrial & Technical Studies, Emphasis Corporate Tranining

California Polytechnic State University-San Luis Obispo   1988 — 1992
B.S., Industrial Technology

Brian C. Pfeifer Brian C. Pfeifer Washington, District Of Columbia Details
Brian C. Pfeifer's LearnVest, Inc. Experience 2009 - 2009
Job Director, Strategic Development at Danaher Corporation
Industry Electrical/Electronic Manufacturing
Experience
Danaher Corporation  2014 - Present
Danaher  2013 - 2014
Danaher  2010 - 2013
LearnVest, Inc.   2009 - 2009
Leonard Green & Partners  2006 - 2008
Credit Suisse  2004 - 2006

Education
Harvard Business School   2008 — 2010
Masters of Business Administration

University of California, Berkeley   2002 — 2004
Bachelor of Arts

Saddleback College   2000 — 2002
Associates of Arts

Mikela Warman Mikela Warman Greater New York City Area Details
Mikela Warman's LearnVest, Inc. Experience September 2010 - 2011
Job Advertising Sales, VERANDA at Hearst Magazines
Industry Public Relations and Communications
Experience
Hearst Magazines  March 2015 - Present
20something, LLC.   October 2014 - Present
WWD  February 2015 - February 2015
Hunt & Gather, Inc.   August 2014 - January 2015
Giorgio Armani  May 2013 - August 2013
LTE Media Group  January 2012 - December 2012
Hearst Magazines  May 2012 - August 2012
Anatomy Promotions   August 2011 - 2012
LearnVest, Inc.   September 2010 - 2011
Tee Jay Thai Sushi   2010 - 2011

Skills
Fluent Spanish, Social Media, Blogging, Ap Style, Facebook, Social Networking, Public Relations, Social Media Marketing, Event Planning, Cision, Public Speaking, Tumblr, Marketing Communications, Press Releases, Advertising, Event Management, Publicity, Wordpress, Creative Writing, Media Relations, Fashion, Spanish, Digital Media, iMovie, Brand Awareness, Integrated Marketing, Strategic Public..., Digital Strategy, Social Media Outreach, Microsoft Word, Instagram, Strategy, Editorial, WordPress

Education
University of Florida   2010 — 2014
Bachelor of Science, Public Relations

Florida State University - International Programs   2013 — 2013
International Business, Spanish

Pine Crest School   1996 — 2010

Kyle Jansen Kyle Jansen New York, New York Details
Kyle Jansen's LearnVest, Inc. Experience March 2013 - June 2013
Job Partnership Marketing Manager at LearnVest, Inc.
Industry Consumer Goods
Experience
General Mills  June 2013 - August 2013
LearnVest, Inc.   March 2013 - June 2013
Barclays Capital  March 2012 - July 2012
Barclays Capital  May 2010 - March 2012
Neuberger Berman  April 2009 - April 2011
Lehman Brothers  July 2007 - April 2009

Skills
Financial Modeling, Marketing Strategy, Competitive Analysis, Equity Valuation, Brand Management, Marketing Research, Cross-functional Team..., Business Development, Leadership, Entrepreneurship, Start-up Consulting

Education
UCLA Anderson School of Management   2012 — 2014
Master of Business Administration (MBA), Marketing and Entrepreneurship

Saint Louis University   2004 — 2008
Bachelor of Business Administration (BBA), Accounting and Finance

Joe Conklin Shure Joe Conklin Shure New York, New York Details
Joe Conklin Shure's LearnVest, Inc. Experience March 2013 - Present
Job Financial Planning & Product Development | LearnVest
Industry Financial Services
Experience
LearnVest, Inc.   March 2013 - Present
Gannett  November 2010 - April 2013
Intersect Fund   March 2008 - February 2013
Rutgers Business School  July 2012 - August 2012

Skills
Non-profits, Newspaper, Editing, Public Relations, Public Speaking, Grant Writing, Event Planning

Education
New York University   2012 — 2015
Certificate in Financial Planning

Rutgers, The State University of New Jersey-New Brunswick
B.A., History, Political Science

Julia Hawkins Julia Hawkins Durham, North Carolina Details
Julia Hawkins's LearnVest, Inc. Experience September 2009 - May 2010
Job Analyst at Intersouth Partners
Industry Venture Capital & Private Equity
Experience
Intersouth Partners   September 2013 - Present
GymLion   August 2013 - Present
Buystand, LLC   June 2012 - August 2013
8 Rivers Capital  May 2011 - August 2013
North Carolina Propane Gas Association   June 2011 - August 2011
Elizabeth Spiers, Inc.   May 2010 - August 2010
LearnVest, Inc.   September 2009 - May 2010
Tornier  May 2009 - August 2009

Skills
Economics, Entrepreneurship, Market Research, Research, Start-ups, Marketing Strategy, Competitive Analysis, Venture Capital, Private Equity, Email Marketing, Social Media Marketing, HTMl and CSS, Adobe Photoshop, Microsoft Office, Leadership, Marketing, Management, Business Strategy, CRM

Education
Duke University   2008 — 2012
BS, Public Policy

Blake School   2004 — 2008

Brandie Alyssa Farnam, CFP® Brandie Alyssa Farnam, CFP® Greater New York City Area Details
Brandie Alyssa Farnam, CFP®'s LearnVest, Inc. Experience June 2014 - 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

Laurie Girsky Laurie Girsky Greater New York City Area Details
Laurie Girsky's LearnVest, Inc. Experience 2010 - 2010
Job principal at GSquared Advisory LLC
Industry Financial Services
Experience
G-Squared Advisory LLC   2009 - Present
LearnVest, Inc.   2010 - 2010
The Financial Clinic  2009 - 2010
Financial Planning Association  2009 - 2010
Merrill Lynch  2000 - 2004
Paine Webber  1984 - 1997

Education
New York University   2006 — 2008
certificate in financial planning

Columbia University - Columbia Business School   1985 — 1987
MBA, Finance

Cornell University   1980 — 1984
BA, Economics

Cindy Golub, CFP® Cindy Golub, CFP® Greater New York City Area Details
Cindy Golub, CFP®'s LearnVest, Inc. Experience 2010 - 2010
Job Principal at GSquared Advisory LLC
Industry Financial Services
Experience
G-Squared Advisory LLC   2009 - Present
Garrett Planning Network  2009 - Present
LearnVest, Inc.   2010 - 2010
The Financial Clinic  2009 - 2010
Goldman Sachs  July 1980 - June 1995

Skills
Financial Planning, Wealth Management, Retirement Planning, Investment Advisory, Budget Analysis, Insurance, Financial Analysis, Estate Planning, Personal Finance, Fee-Only, Strategic Financial..., Financial Advisory, Budgets, Finance, Risk Management, Fixed Income, Financial Services, Securities, Alternative Investments, Investments, Asset Allocation, Asset Management, Investment Strategies, Mutual Funds, Equities, Hedge Funds, Financial Planners, Retirement, Series 7, Private Equity, Wealth Management..., Investment Management, Portfolio Management, Series 63, Bonds, 401k

Education
New York University   2006 — 2008
Certificate, Certificate in Financial Planning

Columbia University   1979 — 1980
MBA, Finance

University of Pennsylvania - The Wharton School   1972 — 1976
BS, Accounting

Allison Fast Allison Fast Greater New York City Area Details
Allison Fast's LearnVest, Inc. Experience June 2009 - May 2011
Job MBA Candidate, Darden Business School
Industry Internet
Experience
LearnVest, Inc.   June 2009 - May 2011
Morgan Stanley  June 2006 - May 2009

Education
University of Virginia - Darden Graduate School of Business Administration   2011 — 2013
MBA, Business Administration

Harvard University   2002 — 2006
BA

Jamie Gresh Jamie Gresh Greater New York City Area Details
Jamie Gresh's LearnVest, Inc. Experience 2011 - 2011
Job Experienced Private Equity & Business Development Professional
Industry Hospital & Health Care
Experience
Hospital for Special Surgery  MBA StudentHarvard Business SchoolSeptember 2010 - May 2015
Pulse Equity Partners, LLC   2013 - 2013
LearnVest, Inc.   2011 - 2011
Sequa Corporation  2009 - 2010
The Carlyle Group  2008 - 2009
Merrill Lynch  2005 - 2008

Skills
Valuation, Portfolio Management, Business Development, LBO, Investment Banking, Corporate Finance, Financial Modeling, Private Equity, Due Diligence, Strategy, Financial Analysis, Mergers & Acquisitions, Venture Capital, Finance, Investments, Business Strategy, Capital Markets, Corporate Development

Education
Harvard Business School
MBA

Penn State University
BS

Ellen Kaplan Ellen Kaplan Washington, District Of Columbia Details
Ellen Kaplan's LearnVest, Inc. Experience September 2010 - January 2011
Job PR & Marketing Coordinator at ThinkFoodGroup
Industry Public Relations and Communications
Experience
ThinkFoodGroup  February 2015 - Present
ThinkFoodGroup  September 2013 - February 2015
World Central Kitchen  July 2013 - December 2013
ThinkFoodGroup  November 2012 - August 2013
Joy of Motion Dance Center  June 2012 - August 2012
BrandLinkDC  June 2012 - August 2012
George Washington University  September 2010 - May 2012
George Washington University  October 2011 - December 2011
The Washington School of Ballet   May 2011 - August 2011
LearnVest, Inc.   September 2010 - January 2011

Skills
Event Planning, Event Producing, Social Media Marketing, Social Media, Grant Writing, Grant Preparation, Editing, Research, Hospitality, Receptionist Duties, Telephone Reception, Press Kits, Microsoft Office, PowerPoint, Dance, Choreography, Time Management, Event Management, Facebook, Marketing, Public Relations, Public Speaking, Social Networking

Education
The George Washington University   2009 — 2013
Bachelor of Arts (BA), Communication and Dance, Senior

Governor Livingston High School   2005 — 2009
Diploma

Caroline Penn Caroline Penn New York, New York Details
Caroline Penn's LearnVest, Inc. Experience June 2009 - August 2009
Job Manager, American Express
Industry Financial Services
Experience
American Express  September 2014 - Present
American Express  March 2013 - September 2014
American Express  August 2011 - February 2013
American Express  June 2010 - August 2010
LearnVest, Inc.   June 2009 - August 2009

Education
Duke University   2007 — 2011
Bachelor of Arts (B.A.), Psychology

Chris Sauro Chris Sauro Greater New York City Area Details
Chris Sauro's LearnVest, Inc. Experience May 2013 - 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

Cheryl Lock Cheryl Lock Denver, Colorado Details
Cheryl Lock's LearnVest, Inc. Experience August 2011 - September 2012
Job Freelance Writer and Editor
Industry Publishing
Experience
Freelance Writer  August 2005 - Present
Studio One  October 2012 - Present
Pet360  December 2012 - Present
GoGirl Finance  June 2014 - October 2014
Savings.com  August 2013 - October 2014
Savings.com  November 2012 - May 2014
LearnVest, Inc.   August 2011 - September 2012
Meredith Corporation  October 2008 - August 2011
More Magazine  April 2007 - October 2008
Daytona Beach News-Journal  April 2006 - September 2006

Skills
Wordpress, InCopy, InDesign, Photoshop, Writing, Editing, Research, Financial Reporting, Travel Writing, Biology, Tablets, Parenthood, Parenting, Web Content, Magazine Articles, WordPress, Storytelling, Social Media, Publications, Newspapers, Media Relations, Digital Media, Copywriting, Blogging, Editorial, Magazines, Newsletters, Copy Editing, Journalism, Publishing

Education
James Madison University   2001 — 2005
BS, School of Media Arts and Design, Biology, American Studies

James Madison University   2001 — 2005
Bachelor of Science (B.S.), Journalism, Biology, American Studies

Diogenes John Pulicay Diogenes John Pulicay New York, New York Details
Diogenes John Pulicay's LearnVest, Inc. Experience February 2011 - February 2012
Job Account Director, Platform Sales at LiveIntent, Inc.
Industry Marketing and Advertising
Experience
LiveIntent, Inc.   March 2015 - Present
LiveIntent, Inc.   September 2014 - March 2015
Slate Magazine  January 2014 - August 2014
Newsweek and The Daily Beast  February 2012 - December 2013
LearnVest, Inc.   February 2011 - February 2012
CollegeHumor.com  May 2008 - March 2011
Vizi Media  June 2007 - March 2008
Datran Media  November 2005 - May 2007

Skills
Advertising Operations, Digital Media, DoubleClick, Ad Serving, Online Advertising, Rich Media, Atlas, Ad Networks, Digital Strategy, Digital Marketing, Omniture, Ad Exchanges, comScore, Behavioral Targeting, Google Analytics, Web Analytics, Social Media Marketing, Mobile Advertising, DFP, Mobile Marketing, Social Media, DART for Publishers, Display Advertising, Facebook, Advertising, Analytics, Email Marketing, Media Buying, Advertising Sales, Media Planning

Education
Fairfield University   2001 — 2005
BS, Marketing

Ainslie Simmonds Ainslie Simmonds Greater New York City Area Details
Ainslie Simmonds's LearnVest, Inc. Experience June 2014 - 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

Aviva Druyan Aviva Druyan Greater New York City Area Details
Aviva Druyan's LearnVest, Inc. Experience May 2013 - Present
Job Senior Manager, Talent Acquisitions at LearnVest, Inc.
Industry Human Resources
Experience
LearnVest, Inc.   May 2013 - Present
Razorfish  January 2013 - April 2013
BNY Mellon  February 2012 - December 2012
Lab49  November 2010 - February 2012
Doshi Diagnostic  December 2009 - November 2010
TheMarkets.com  October 2008 - November 2010
Mimeo.com  February 2007 - May 2008
EPAM Systems  2008 - 2008
EPAM Systems  2008 - 2008
Random Walk Computing  April 2006 - February 2007

Skills
Recruiting, Talent Acquisition, Technical Recruiting, Applicant Tracking..., Talent Management, Sourcing, Employee Relations, Human Resources, Interviews, Internet Recruiting, Benefits Negotiation, Training, Screening, Performance Management, Leadership, Employee Benefits, Personnel Management, Management, Hiring, Start-ups

Education
Latvian State University. Riga
Finance/MIS

Pace University

Jamie Joseph Jamie Joseph Greater New York City Area Details
Jamie Joseph's LearnVest, Inc. Experience June 2012 - August 2012
Job Undergraduate at Princeton University
Industry Public Policy
Experience
Princeton University  September 2009 - Present
LearnVest, Inc.   June 2012 - August 2012
Ubuntu Africa  June 2011 - August 2011
National Women's Law Center  June 2010 - August 2010

Skills
Stata, Microsoft Excel, Microsoft Word, PowerPoint, Leadership, Customer Service, Wordpress, Tumblr, Twitter, Facebook, Pinterest, Gmail

Education
Princeton University   2009 — 2013
BA in Public Policy from the Woodrow Wilson School of Public Policy and International Relations, Global Health and Technology

The Lawrenceville School   2004 — 2009

David Lennie David Lennie San Francisco Bay Area Details
David Lennie's LearnVest, Inc. Experience January 2014 - September 2014
Job Analytics Leader and Startup Advisor
Industry Internet
Experience
Vero Analytics   February 2014 - Present
LearnVest, Inc.   January 2014 - September 2014
Netflix  April 2009 - December 2013
Playboy Enterprises  April 2004 - April 2009
KPMG  July 2002 - April 2004
Data Warehouse Consulting Group   2002 - 2002
MicroStrategy  March 1999 - April 2001
Baan  1998 - 1999
SAP Retail (formerly Campbell Software)   1997 - 1998

Skills
Microstrategy, Data Modeling, Omniture, Teradata, Dimensional Modeling, Web Analytics, Hadoop, SQL, Hive, Google Analytics, Business Intelligence, Marketing Analytics, Data Architecture, Recruiting, Big Data, Analytics, Data Warehousing, Data Visualization, Data Warehouse..., Leadership, Dashboard, Product Management, Data Integration, Analysis, ETL, Databases, Strategic Partnerships, Business Analytics, Metadata Management, Performance Tuning, Database Design, Data Mining, Segmentation, Start-ups, MicroStrategy, Consulting

Education
University of Pennsylvania - The Wharton School   2012 — 2014
Master of Business Administration (M.B.A.)

Northwestern University   1992 — 1996
Bachelor of Science

Kevin Connelly Kevin Connelly New York, New York Details
Kevin Connelly's LearnVest, Inc. Experience June 2011 - Present
Job
Industry Computer Software
Experience
LearnVest, Inc.   June 2011 - Present
New York University  July 2008 - August 2009
New York University  August 2007 - June 2008
Kanban Solutions  August 2006 - August 2007
NorthPoint Solutions, LLC  December 2005 - August 2006
CIGNA  June 2003 - March 2005

Skills
J2EE, Java, Architecture, Scalability, Agile, JSON, Node.js, Spring, Performance Tuning, Redis, MySQL, Agile Methodologies, Java Enterprise Edition

Education
The University of Connecticut   1999 — 2003
B.S.Eng.

Courtney John Courtney John Greater New York City Area Details
Courtney John's LearnVest, Inc. Experience July 2014 - Present
Job Product Designer at LearnVest
Industry Internet
Experience
LearnVest, Inc.   July 2014 - Present

Education
New York University
Bachelor of Science (B.S.)

Gulf High School

Allison Kade Allison Kade Greater New York City Area Details
Allison Kade's LearnVest, Inc. Experience October 2009 - May 2013
Job Freelance writer, editor and content strategist
Industry Online Media
Experience
Freelance Writing, Editing and Content Strategy   2010 - Present
LearnVest, Inc.   October 2009 - May 2013
GreenandSave   May 2009 - November 2009
Dynamics Associates  September 2008 - October 2009
Alta Star Software   May 2005 - August 2005

Skills
Writing, Editing, Research, Social Media Marketing, Blogging, Social Media, Wordpress, Copy Editing, Journalism, SEO, Web Content, Copywriting, Content Management, Content Development, Content Strategy, Publishing, Digital Media, Proofreading, Editorial, Publications, Storytelling, New Media, Public Speaking, Feature Articles, Magazines

Education
Columbia University in the City of New York   2004 — 2008
BA, East Asian Languages & Cultures (Japanese)

Alison Rogers Alison Rogers Greater New York City Area Details
Alison Rogers's LearnVest, Inc. Experience June 2010 - May 2011
Job Broker/Writer Upstairs Realty
Industry Real Estate
Experience
Upstairs Realty   2014 - Present
"Diary of a Real Estate Rookie"   2007 - Present
Time.com  May 2011 - November 2014
DG Neary Realty   2006 - March 2014
EIR project   2013 - 2013
LearnVest, Inc.   June 2010 - May 2011
Inman News  2005 - 2007
New York Post  2003 - 2005
Fortune Magazine  1990 - 1994

Skills
Social Media, New Business Development

Education
Harvard University   1983 — 1987

Heather McClain Heather McClain Phoenix, Arizona Area Details
Heather McClain's LearnVest, Inc. Experience December 2013 - August 2014
Job at
Industry Financial Services
Experience
Vanguard  August 2014 - Present
LearnVest, Inc.   December 2013 - August 2014
USAA  January 2003 - December 2013

Skills
Financial Planning, Retirement Planning, Investments, Insurance, Retirement, Wealth Management, Series 7, Annuities, Mutual Funds, Financial Advisory, Investment Advisory, Asset Allocation, Retirement Income..., Series 63, Personal Financial..., Investment Strategies, IRAs, Series 65, 401k, Certified Financial..., Estate Planning, 401k Rollovers, Personal Finance, College Savings Plans, Roth IRA

Education
University of Phoenix   1999 — 2002
MBA, Global Management

University of Hawaii at Manoa   1989 — 1993
BA, Liberal Studies

Kelly Leyden Kelly Leyden New York, New York Details
Kelly Leyden's LearnVest, Inc. Experience July 2014 - Present
Job Vice President, People at LearnVest
Industry Internet
Experience
LearnVest, Inc.   July 2014 - Present
eBay Inc  October 2012 - May 2014
eBay  July 2011 - March 2013
eBay  January 2010 - July 2011
Ingersoll Rand  January 2008 - December 2009
Ingersoll Rand Schlage Biometric Systems   April 2006 - February 2008
Iron Mountain  2004 - 2006
Ingersoll Rand  July 2001 - January 2004
ESC Entertainment  2004 - 2004

Skills
Talent Management, Talent Acquisition, Human Resources, Strategy, Performance Management, Program Management, Executive Coaching, Training, Employee Engagement, Succession Planning, Performance Appraisal, Organizational Design, Workers Compensation, Recruiting, Workforce Planning, Employee Relations, Leadership, Organizational..., Leadership Development, Six Sigma, Employer Branding, Process Improvement, Behavioral Interviewing, Lean Manufacturing, Management, New Business Development, Change Management, Onboarding, Strategic Partnerships, Personnel Management, Organizational..., Mergers & Acquisitions, Hiring, Executive Management, Strategic Planning, Cross-functional Team...

Education
University College Cork   2001 — 2001
International Politics

The University of Kansas   1999 — 2001
BA, Political Science

University of San Diego   1997 — 1998
Political Science

Mark Batsiyan Mark Batsiyan Greater New York City Area Details
Mark Batsiyan's LearnVest, Inc. Experience April 2013 - 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

David Weissler David Weissler Greater New York City Area Details
David Weissler's LearnVest, Inc. Experience March 2013 - June 2015
Job iOS Developer at Miner Labs, Inc.
Industry Computer Software
Experience
Miner Labs, Inc.   June 2015 - Present
LearnVest, Inc.   March 2013 - June 2015
strApp in Apps   August 2012 - May 2013
Fidessa  June 2006 - March 2013
Bernard Hodes Group  May 2003 - June 2006

Skills
Unix, SQL, Fidessa, Java, Python, Objective-C, Perforce, Web Development, Unix Shell Scripting, iPhone Application..., C++, Software Development

Education
University of Rochester   1999 — 2003
BS, Computer Science

Shana Lebowitz Shana Lebowitz Greater New York City Area Details
Shana Lebowitz's LearnVest, Inc. Experience April 2014 - March 2015
Job Strategy Reporter at Business Insider
Industry Writing and Editing
Experience
Business Insider  April 2015 - Present
LearnVest, Inc.   April 2014 - March 2015
Bustle  February 2014 - April 2014
Greatist, Inc.   January 2012 - February 2014
Greatist  September 2011 - January 2012
Greatist  July 2011 - September 2011
The Justice - The Independent Student Newspaper of Brandeis University  February 2009 - May 2010
Cosmopolitan Magazine  May 2009 - August 2009
New York Family Magazine  August 2008 - August 2009
The Justice - The Independent Student Newspaper of Brandeis University  December 2007 - February 2009

Skills
Copy Editing, Journalism, AP Style, Editing, Blogging, News Writing

Education
Columbia University in the City of New York   2010 — 2011
M.A., English and Comparative Literature

Brandeis University   2006 — 2010
Bachelor of Arts (B.A.), English and American Literature and Psychology

Andrea Morabito Andrea Morabito Greater New York City Area Details
Andrea Morabito's LearnVest, Inc. Experience November 2009 - November 2010
Job TV Reporter at New York Post
Industry Writing and Editing
Experience
New York Post  October 2013 - Present
Broadcasting & Cable  April 2012 - October 2013
Broadcasting & Cable  February 2011 - April 2012
Broadcasting & Cable  July 2010 - February 2011
LearnVest, Inc.   November 2009 - November 2010
Thomas Publishing  July 2009 - June 2010
The College Board  January 2009 - April 2009
Silicon Alley Insider   October 2008 - January 2009
Penguin Group USA  June 2008 - August 2008

Skills
Storytelling, Blogging, Social Media, Editing, Research, Editorial, Journalism

Education
Syracuse University   2004 — 2008
B.A., Magazine Journalism & American Studies

Liz Ozaist Liz Ozaist Greater New York City Area Details
Liz Ozaist's LearnVest, Inc. Experience June 2014 - Present
Job Editorial Director at LearnVest, Inc.
Industry Publishing
Experience
LearnVest, Inc.   June 2014 - Present
LearnVest, Inc.   October 2012 - June 2014
Vetstreet, Inc.   June 2011 - October 2012
Sherman's Travel  January 2010 - April 2011
Budget Travel and Girlfriend Getaways   2007 - 2009
More Magazine  2001 - 2007
100 Decorating Ideas Under $100   2002 - 2002
Ladies' Home Journal  1999 - 2001
Grand Street   1998 - 1999

Skills
Editorial, Publishing, Blogging, Copy Editing, Content Strategy, Feature Articles, Editing, Copywriting, Web Content, Custom Content..., Custom Content Creation, Sponsored Content, Freelance Writing, Magazines, Content Marketing, Social Media, Journalism

Education
New York University

Shelton High School

Jamie Ahern Jamie Ahern Greater New York City Area Details
Jamie Ahern's LearnVest, Inc. Experience March 2014 - Present
Job User Acquisition and Analytics Manager at LearnVest, Inc.
Industry Internet
Experience
LearnVest, Inc.   March 2014 - Present
ACQ Capital   October 2011 - January 2014
Citadel Securities  July 2010 - October 2011
Omnium LLC (formerly Citadel Solutions)   August 2007 - October 2009

Skills
Data Analytics, Growth Marketing, User Acquisition, Bloomberg, Hedge Funds, Fixed Income, Equities, Trading, Statistical Data..., Derivatives, Financial Modeling, Capital Markets, Valuation, Investment Banking, Options, Investments, Equity Research, Portfolio Management, Private Equity, Asset Managment, Financial Analysis, Electronic Trading, SQL, VBA

Education
Northwestern University   2006 — 2010
BA, Mathematical Methods in the Social Sciences, Economics (Double Major)

Northwestern University - Kellogg School of Management   2009 — 2010
Certificate for Undergraduates, Financial Economics

Christopher Ashton CFP® Christopher Ashton CFP® Phoenix, Arizona Area Details
Christopher Ashton CFP®'s LearnVest, Inc. Experience October 2013 - Present
Job Financial Planning Regional Manager
Industry Financial Services
Experience
LearnVest, Inc.   October 2013 - Present
USAA  March 2006 - September 2013

Skills
Series 7, Retirement Planning, Strategic Financial..., Investments, Leadership, Retirement, Wealth Management, Mutual Funds, Asset Allocation, Fixed Annuities, Investment Strategies, Estate Planning, Series 24, Insurance, Financial Planners, Wealth, IRAs, Securities, Certified Financial..., Life Insurance, Portfolio Management, Wealth Management..., Long-term Care, Long Term Care Insurance, High Net Worth..., Investment Advisory, Financial Advisory, Asset Management, Financial Services, Investment Management, Personal Financial..., Call Centers, Series 65, Strategy, Finance, Uniform Combined State..., FINRA, 401k, Series 63, Series 6, Bonds, Alternative Investments, Financial Planning

Education
Brigham Young University   1998 — 2002
Communications Studies, Communications & Finance

Sarah DeGrazia Sarah DeGrazia Greater New York City Area Details
Sarah DeGrazia's LearnVest, Inc. Experience February 2014 - Present
Job HR Business Partner
Industry Human Resources
Experience
LearnVest, Inc.   February 2014 - Present
LearnVest, Inc.   July 2013 - February 2014
Teachers College, Columbia University  September 2010 - July 2013
Korn/Ferry International  July 2006 - March 2009

Skills
Program Development, Higher Education, Career Counseling, Student Affairs, Student Development, Admissions, Resume Writing, Staff Development, Career Development, Job Search Strategies, Student Recruiting, Interviews, College Recruiting, Recruiting, Organizational...

Education
University of Pennsylvania   2009 — 2010
M.S.Ed., Applied Psychology & Human Development

Franklin & Marshall College   2002 — 2006
B.A., Psychology

Melissa Gonska Melissa Gonska Phoenix, Arizona Area Details
Melissa Gonska's LearnVest, Inc. Experience December 2013 - June 2014
Job Adjustments Associate at Vanguard
Industry Financial Services
Experience
Vanguard  September 2014 - Present
LearnVest, Inc.   December 2013 - June 2014
Healthways  April 2011 - December 2013
BCBG Max Azria  June 2010 - October 2010
BCBG Max Azria  July 2008 - June 2010
Resolute Tap Services   August 2007 - March 2008
Advanced Behavioral Health, Inc.   June 2005 - January 2007

Skills
Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Access, Outlook, Sales, Data Entry, Troubleshooting, Merchandising, Analysis, Social Media, Software Documentation, Leadership, Marketing

Education
Central Connecticut State University   2005 — 2007
B.A., Psychology

Tunxis Community College   2003 — 2005
A.S., Liberal Arts & Sciences

Joan Fang Joan Fang Greater New York City Area Details
Joan Fang's LearnVest, Inc. Experience June 2009 - August 2009
Job Associate Private Debt Group at Ares Management
Industry Financial Services
Experience
Ares Management  May 2014 - Present
The Valence Group, LLC   March 2013 - April 2014
Morgan Stanley  2011 - February 2013
Harvard University Extension School  2010 - 2011
Morgan Stanley  July 2010 - September 2010
LearnVest, Inc.   June 2009 - August 2009
New Sector Alliance  February 2009 - May 2009

Skills
Investment Banking, Financial Modeling, Corporate Finance, Valuation, Quantitative Analytics, Capital Markets, Analysis, LBO, Due Diligence, Bloomberg, Private Equity

Education
Harvard University   2007 — 2011
Bachelor of Arts (B.A.), Applied Mathematics; Citation in Chinese

Stuyvesant High School   2004 — 2007

Matan Shavit Matan Shavit Greater New York City Area Details
Matan Shavit's LearnVest, Inc. Experience March 2013 - May 2013
Job Student at New Jersey Institute of Technology
Industry Computer Software
Experience
LearnVest, Inc.   March 2013 - May 2013

Skills
Java, JavaScript, C++, Ruby on Rails

Education
New Jersey Institute of Technology   2007 — 2011
Bachelor of Science (BS), Applied Mathematics & Computer Science

Scott A. Eckenthal Scott A. Eckenthal New York, New York Details
Scott A. Eckenthal's LearnVest, Inc. Experience March 2013 - Present
Job Front End Engineer
Industry Internet
Experience
LearnVest, Inc.   March 2013 - Present
Supplemental Instruction Program, Trinity College   September 2011 - May 2012
Trinity College - Hartford  September 2008 - May 2012
Dept. of Computer Science, Trinity College   January 2010 - May 2011
Humanitarian FOSS Project   June 2010 - August 2010

Skills
HTML, CSS, JavaScript, jQuery, Adobe Creative Suite, Photoshop, Dreamweaver, Social Media Marketing, Python, Java, Event Planning, Social Networking, Blogging, Digital Media, Social Media, Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Research

Education
Trinity College-Hartford   2008 — 2012
Bachelor of Science (B.S.), Mathematics and Computer Science

Trinity College-Hartford   2008 — 2012
Bachelor of Science (B.S.), Mathematics and Computer Science (with Honors)

Fiona Maguire Fiona Maguire New York, New York Details
Fiona Maguire's LearnVest, Inc. Experience June 2010 - August 2010
Job Studio Partnerships Associate at ClassPass
Industry Health, Wellness and Fitness
Experience
ClassPass  September 2014 - Present
uforia studios  December 2013 - Present
Lumo BodyTech  April 2013 - November 2014
uforia studios  January 2013 - April 2014
Ministry of Education of Singapore  August 2011 - December 2012
LearnVest, Inc.   June 2010 - August 2010
American Library in Paris   June 2009 - August 2009
Private Philanthropist   June 2008 - August 2009
Planned Parenthood Golden Gate  June 2006 - August 2006

Skills
Teaching, Blogging, French, Research, Curriculum Design, Public Speaking, Tutoring, Editing, Curriculum Development, Teacher Training, Microsoft Office, Press Releases, Data Analysis, PowerPoint, Fundraising, Leadership, Start-ups, Training, Policy Analysis, Social Media, Nonprofits, Marketing

Education
Princeton University   2007 — 2011
Bachelor of Arts (B.A.), Anthropology

The Lawrenceville School   2004 — 2007

Daniel Rakhamimov Daniel Rakhamimov Greater New York City Area Details
Daniel Rakhamimov's LearnVest, Inc. Experience October 2013 - August 2014
Job iOS Developer & Designer
Industry Computer Software
Experience
LearnVest, Inc.   October 2013 - August 2014
StickyFaces   May 2012 - October 2013
Jesta Digital  June 2011 - September 2011

Skills
iOS Development, iOS Design, User Interface Design, User Experience Design, Photoshop, Xcode, Brand Development..., Microsoft Office, Git, Mobile Devices, Mobile Applications, Mobile Design, Digital Marketing, iOS development, Start-ups

Education
City University of New York-Baruch College - Zicklin School of Business   2008 — 2013
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General with a minor in Biology, Cum Laude Honors.

James Madison High School   2004 — 2008
Law

Alexi Gilmore Alexi Gilmore Holtsville, New York Details
Alexi Gilmore's LearnVest, Inc. Experience February 2014 - Present
Job Financial Planner at LearnVest, Inc.
Industry Financial Services
Experience
LearnVest, Inc.   February 2014 - Present
LearnVest, Inc.   February 2013 - February 2014
Wells Fargo  August 2011 - February 2013
Omabuild Corporation   May 2011 - June 2011

Skills
Financial Modeling, Financial Analysis, Finance, Portfolio Management, Credit, Banking, Microsoft Excel

Education
University of Scranton   2010 — 2012
BS, Finance

Alexa Gellman Alexa Gellman New York, New York Details
Alexa Gellman's LearnVest, Inc. Experience June 2012 - August 2012
Job Analyst at BlackRock
Industry
Experience
BlackRock  August 2015 - Present
Goldman Sachs  June 2014 - August 2014
The Harvard Crimson  September 2011 - May 2014
Global Strategy Group  June 2013 - August 2013
LearnVest, Inc.   June 2012 - August 2012
JPMorgan Chase  July 2011 - August 2011
JPMorgan Chase  July 2010 - August 2010

Education
Harvard University   2011 — 2015
Bachelor of Arts (B.A.), Economics

The Spence School   1997 — 2011

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