Mergent, Inc.
Industry: Company
DescriptionHeadquarters: Fort Mill, SC Founded: 1900 Parent organization: London Stock Exchange Group Subsidiaries: Intrinsic Research Systems Inc., Mergent Data Technology, Inc., Ford Equity Research, Inc.
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Mergent, Inc. Employees
Employee
Years
Job
Industry
Kimberly Pyle Kimberly Pyle's Mergent, Inc. Experience 1998 - 2013
Job Senior HR Business Professional/Talent Acquisition
Industry Financial Services
Experience
Indecomm Global Services 2013 - August 2015
Mergent, Inc. 1998 - 2013
Moody's Investors Service January 1992 - 1998
Skills
•Strategic Recruiting..., • Sound Budget Skills, • Conflict Management, • High Integrity, Budgets, Succession Planning, Human Resources, Performance Management, Recruiting, Interviews, Temporary Placement, Management, Training, Employee Relations, Employee Benefits, Workforce Planning, Staff Development, Personnel Management, Deferred Compensation, Benefits Administration, College Recruiting, Leadership, FMLA, Onboarding, Start-ups, Program Management, Hiring, Applicant Tracking..., Employee Engagement, Talent Acquisition, New Hire Orientations, Talent Management, HR Policies, Compensation & Benefit, Internet Recruiting, SPHR, Benefits Negotiation, Taleo, PeopleSoft, HRIS, Technical Recruiting, Employment Law
Education
Elon University
Bachelor of Arts (BA), English
University of North Carolina at Greensboro
Master of Education (M.Ed.), Speech Communication/Personnel Training and Development
Indecomm Global Services 2013 - August 2015
Mergent, Inc. 1998 - 2013
Moody's Investors Service January 1992 - 1998
Skills
•Strategic Recruiting..., • Sound Budget Skills, • Conflict Management, • High Integrity, Budgets, Succession Planning, Human Resources, Performance Management, Recruiting, Interviews, Temporary Placement, Management, Training, Employee Relations, Employee Benefits, Workforce Planning, Staff Development, Personnel Management, Deferred Compensation, Benefits Administration, College Recruiting, Leadership, FMLA, Onboarding, Start-ups, Program Management, Hiring, Applicant Tracking..., Employee Engagement, Talent Acquisition, New Hire Orientations, Talent Management, HR Policies, Compensation & Benefit, Internet Recruiting, SPHR, Benefits Negotiation, Taleo, PeopleSoft, HRIS, Technical Recruiting, Employment Law
Education
Elon University
Bachelor of Arts (BA), English
University of North Carolina at Greensboro
Master of Education (M.Ed.), Speech Communication/Personnel Training and Development
Glenn Carroll Glenn Carroll's Mergent, Inc. Experience 2007 - 2010
Job Operations Analyst Settlements at Merrill Lynch
Industry Graphic Design
Experience
Merrill Lynch June 2014 - Present
Carroll Design June 2011 - Present
US Airways May 2012 - June 2014
Trysports August 2010 - June 2012
Mergent, Inc. 2007 - 2010
Skills
Illustrator, Graphic Design, Product Design, Digital Illustration, Teaching, Capital Markets, Stock Trading
Education
Lenoir-Rhyne College 2003 — 2007
BA, Political Science
Merrill Lynch June 2014 - Present
Carroll Design June 2011 - Present
US Airways May 2012 - June 2014
Trysports August 2010 - June 2012
Mergent, Inc. 2007 - 2010
Skills
Illustrator, Graphic Design, Product Design, Digital Illustration, Teaching, Capital Markets, Stock Trading
Education
Lenoir-Rhyne College 2003 — 2007
BA, Political Science
Christopher Celius Christopher Celius's Mergent, Inc. Experience May 2013 - Present
Job Translator/Financial Data Analyst at Mergent, Inc.
Industry Public Relations and Communications
Experience
Mergent, Inc. May 2013 - Present
Rapadoo Observateur October 2010 - Present
Foreign Policy Association June 2010 - Present
Harris Teeter Distribution Center March 2008 - February 2010
North Florida Evaluation & Treatment Center March 2004 - March 2008
School Board of Alachua County August 2002 - March 2004
Skills
Writing, Public Relations, Social Media, Editing, Journalism, Blogging, Strategic Communications, New Media, Social Networking, Social Media Marketing, French, Copy Editing, Press Releases, Management, Newsletters, Politics, Community Outreach, Proofreading, Creative Writing, Event Planning, Fundraising, Community Development, Media Relations, International Relations, Spanish, Research, Event Management, Public Speaking
Education
University of North Carolina at Charlotte 2009 — 2011
Communications Studies, International Public Relations
Florida International University 1996 — 1999
Florida International University 1996 — 1999
Engineering
SantaFe Community College
B.A; A, Communication Studies; Engineering; Electrical Engineering
Mergent, Inc. May 2013 - Present
Rapadoo Observateur October 2010 - Present
Foreign Policy Association June 2010 - Present
Harris Teeter Distribution Center March 2008 - February 2010
North Florida Evaluation & Treatment Center March 2004 - March 2008
School Board of Alachua County August 2002 - March 2004
Skills
Writing, Public Relations, Social Media, Editing, Journalism, Blogging, Strategic Communications, New Media, Social Networking, Social Media Marketing, French, Copy Editing, Press Releases, Management, Newsletters, Politics, Community Outreach, Proofreading, Creative Writing, Event Planning, Fundraising, Community Development, Media Relations, International Relations, Spanish, Research, Event Management, Public Speaking
Education
University of North Carolina at Charlotte 2009 — 2011
Communications Studies, International Public Relations
Florida International University 1996 — 1999
Florida International University 1996 — 1999
Engineering
SantaFe Community College
B.A; A, Communication Studies; Engineering; Electrical Engineering
Brandon Hines Brandon Hines's Mergent, Inc. Experience May 2010 - Present
Job AVP, Sr. Business & Technology Analyst, BofI Federal Bank
Industry Financial Services
Experience
BofI Federal Bank June 2014 - Present
Mergent, Inc. May 2010 - Present
Mergent, Inc. 2007 - 2010
Eilar Associates May 2006 - August 2008
Skills
Financial Analysis, SQL, Unix, Salesforce.com, Vendor Management, Product Management, Business Development, Account Management, Social Media, Data Analysis, Market Data, Equities, Analysis, Fixed Income, Bloomberg, Social Media Marketing, Trading Systems, Financial Markets, Microsoft Excel, Securities, Mutual Funds, Corporate Actions, Databases, Relationship Management, Portfolio Management, Capital Markets, Management, Banking
Education
University of California, Irvine 2001 — 2005
B.A, Economics, Economics, Business, Accounting, Statistics
Orange Coast College 2002 — 2003
BofI Federal Bank June 2014 - Present
Mergent, Inc. May 2010 - Present
Mergent, Inc. 2007 - 2010
Eilar Associates May 2006 - August 2008
Skills
Financial Analysis, SQL, Unix, Salesforce.com, Vendor Management, Product Management, Business Development, Account Management, Social Media, Data Analysis, Market Data, Equities, Analysis, Fixed Income, Bloomberg, Social Media Marketing, Trading Systems, Financial Markets, Microsoft Excel, Securities, Mutual Funds, Corporate Actions, Databases, Relationship Management, Portfolio Management, Capital Markets, Management, Banking
Education
University of California, Irvine 2001 — 2005
B.A, Economics, Economics, Business, Accounting, Statistics
Orange Coast College 2002 — 2003
Lorie Swander Lorie Swander's Mergent, Inc. Experience September 2001 - April 2006
Job Middleware Services Manager at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo November 2011 - Present
Wells Fargo Bank August 2009 - December 2011
Wachovia - A Wells Fargo Company September 2008 - July 2009
Wachovia Bank May 2006 - September 2008
Mergent, Inc. September 2001 - April 2006
Titan Technology Partners March 2000 - February 2001
Skills
Process Management, Business Analysis, Databases, Integration, Management, Project Management, Servers, Linux, Enterprise Software, Disaster Recovery, Data Center, Active Directory, IT Service Management, Enterprise Architecture, Microsoft SQL Server, Security, System Administration, SharePoint, Visio, Windows Server, Windows, Operating Systems, IT Strategy, ITIL, Solaris, Software Documentation, IT Operations, Middleware, Troubleshooting, Vendor Management, Software Project..., Hardware, Strategy, Business Continuity, Service Delivery, Requirements Analysis, IT Management, SDLC, Virtualization, Information Technology, System Deployment, AIX, IIS, Infrastructure, Unix, VMware, Solution Architecture, Project Portfolio..., PMO, Leadership
Education
High Point University 1991 — 1993
B.S., Computer Information Systems
Forsyth Community College 1987 — 1989
A.S., Marketing and Retailing
Wilkes Community College 1983 — 1985
A.S., Broadcast Communication
Wells Fargo November 2011 - Present
Wells Fargo Bank August 2009 - December 2011
Wachovia - A Wells Fargo Company September 2008 - July 2009
Wachovia Bank May 2006 - September 2008
Mergent, Inc. September 2001 - April 2006
Titan Technology Partners March 2000 - February 2001
Skills
Process Management, Business Analysis, Databases, Integration, Management, Project Management, Servers, Linux, Enterprise Software, Disaster Recovery, Data Center, Active Directory, IT Service Management, Enterprise Architecture, Microsoft SQL Server, Security, System Administration, SharePoint, Visio, Windows Server, Windows, Operating Systems, IT Strategy, ITIL, Solaris, Software Documentation, IT Operations, Middleware, Troubleshooting, Vendor Management, Software Project..., Hardware, Strategy, Business Continuity, Service Delivery, Requirements Analysis, IT Management, SDLC, Virtualization, Information Technology, System Deployment, AIX, IIS, Infrastructure, Unix, VMware, Solution Architecture, Project Portfolio..., PMO, Leadership
Education
High Point University 1991 — 1993
B.S., Computer Information Systems
Forsyth Community College 1987 — 1989
A.S., Marketing and Retailing
Wilkes Community College 1983 — 1985
A.S., Broadcast Communication
Mark Rosenblum Mark Rosenblum's Mergent, Inc. Experience 2002 - 2003
Job Managing Director at Briarcliff Hall LLC
Industry Financial Services
Experience
Briarcliff Hall LLC April 2015 - Present
MLR Business Development (Acquired by Briarcliff Hall LLC) 2012 - Present
Thomson Reuters 2005 - 2012
Camelback Research Alliance July 2003 - February 2004
Mergent, Inc. 2002 - 2003
Schonfeld Securities 2000 - 2001
Thomson Financial 1998 - 2000
Lipper, A Thomson Reuters Company 1995 - 1997
Skills
Market Data, Financial Services, Equities, Relationship Management, Capital Markets, Strategic Partnerships, Portfolio Management, Electronic Trading, Salesforce.com, Business Development, Hedge Funds, New Business Development, Account Management, Finance, Investments, Solution Selling, Financial Analysis, Business Strategy, Risk Management, Wealth Management, Trading Systems, Corporate Actions, Asset Managment, Trading, Financial Modeling, Equity Trading, Mutual Funds, Securities, Start-ups, Investment Management, Investment Banking, CRM, Strategic Financial..., Entrepreneurship, Asset Management, Analytics, Mergers & Acquisitions, Strategy, Equity Research, Financial Markets, Fixed Income, Banking, Analysis, Options, Bloomberg, FX Options, Derivatives, Management, Alternative Investments, Business Intelligence
Education
Richard Stockton College of New Jersey 1990 — 1992
Bachelor of Arts (B.A.), Business Administration and Management, General
William Paterson University of New Jersey 1988 — 1990
Business Administration and Management, General
Fairleigh Dickinson University-Florham Campus
Master of Business Administration (MBA), Finance, General
Briarcliff Hall LLC April 2015 - Present
MLR Business Development (Acquired by Briarcliff Hall LLC) 2012 - Present
Thomson Reuters 2005 - 2012
Camelback Research Alliance July 2003 - February 2004
Mergent, Inc. 2002 - 2003
Schonfeld Securities 2000 - 2001
Thomson Financial 1998 - 2000
Lipper, A Thomson Reuters Company 1995 - 1997
Skills
Market Data, Financial Services, Equities, Relationship Management, Capital Markets, Strategic Partnerships, Portfolio Management, Electronic Trading, Salesforce.com, Business Development, Hedge Funds, New Business Development, Account Management, Finance, Investments, Solution Selling, Financial Analysis, Business Strategy, Risk Management, Wealth Management, Trading Systems, Corporate Actions, Asset Managment, Trading, Financial Modeling, Equity Trading, Mutual Funds, Securities, Start-ups, Investment Management, Investment Banking, CRM, Strategic Financial..., Entrepreneurship, Asset Management, Analytics, Mergers & Acquisitions, Strategy, Equity Research, Financial Markets, Fixed Income, Banking, Analysis, Options, Bloomberg, FX Options, Derivatives, Management, Alternative Investments, Business Intelligence
Education
Richard Stockton College of New Jersey 1990 — 1992
Bachelor of Arts (B.A.), Business Administration and Management, General
William Paterson University of New Jersey 1988 — 1990
Business Administration and Management, General
Fairleigh Dickinson University-Florham Campus
Master of Business Administration (MBA), Finance, General
Jonathan Whittle Jonathan Whittle's Mergent, Inc. Experience March 2015 - Present
Job Research Analyst
Industry Financial Services
Experience
Mergent, Inc. March 2015 - Present
LaPorte Wealth Management May 2013 - February 2015
Taylor Investment Services LLC July 2014 - September 2014
Skills
Microsoft Office, Financial Statement..., Capital Markets, Macroeconomics, Portfolio Management, Quantitative Analytics, Investments, Equities, Financial Reporting, Equity Research, Data Analysis, Bloomberg, Financial Analysis, Microsoft Excel, PowerPoint, Public Speaking, Research
Education
University of South Carolina - Darla Moore School of Business 2010 — 2014
B.S. in Business Administration, Finance & Business Economics, 3.76
Universidad de Alicante 2012 — 2012
Spanish Language and Cultural Studies
Mergent, Inc. March 2015 - Present
LaPorte Wealth Management May 2013 - February 2015
Taylor Investment Services LLC July 2014 - September 2014
Skills
Microsoft Office, Financial Statement..., Capital Markets, Macroeconomics, Portfolio Management, Quantitative Analytics, Investments, Equities, Financial Reporting, Equity Research, Data Analysis, Bloomberg, Financial Analysis, Microsoft Excel, PowerPoint, Public Speaking, Research
Education
University of South Carolina - Darla Moore School of Business 2010 — 2014
B.S. in Business Administration, Finance & Business Economics, 3.76
Universidad de Alicante 2012 — 2012
Spanish Language and Cultural Studies
Akira Darroux Akira Darroux's Mergent, Inc. Experience August 2007 - July 2012
Job IT Operations Analyst at Belk
Industry Information Technology and Services
Experience
Belk July 2012 - Present
Mergent, Inc. August 2007 - July 2012
Mergent, Inc. August 2005 - May 2007
CCI Call Centres (PTY) Ltd June 2005 - August 2005
Johnson c smith university August 2003 - May 2005
FAA contractor June 2004 - September 2004
US Department of Transportation (DOT) June 2003 - August 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Leadership, IT Operations, Process Improvement, Management, Troubleshooting, Software Documentation, Visio, Access, SharePoint, Inventory Management, Project Planning, Business Analysis
Education
Johnson C. Smith University - JCSU 2001 — 2005
Bachelor of Science (BS), Computer and Information Sciences and Support Services
Johnson C. Smith University - JCSU 2001 — 2005
Bachelor of Science (BS), Computer and Information Sciences and Support Services
Dewitt Clinton hs 1997 — 2001
High school diploma
Belk July 2012 - Present
Mergent, Inc. August 2007 - July 2012
Mergent, Inc. August 2005 - May 2007
CCI Call Centres (PTY) Ltd June 2005 - August 2005
Johnson c smith university August 2003 - May 2005
FAA contractor June 2004 - September 2004
US Department of Transportation (DOT) June 2003 - August 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Leadership, IT Operations, Process Improvement, Management, Troubleshooting, Software Documentation, Visio, Access, SharePoint, Inventory Management, Project Planning, Business Analysis
Education
Johnson C. Smith University - JCSU 2001 — 2005
Bachelor of Science (BS), Computer and Information Sciences and Support Services
Johnson C. Smith University - JCSU 2001 — 2005
Bachelor of Science (BS), Computer and Information Sciences and Support Services
Dewitt Clinton hs 1997 — 2001
High school diploma
Jason Shakeshaft's Mergent, Inc. Experience October 2000 - July 2004
Job Actively Seeking Opportunities Experienced Operations Manager
Industry
Experience
American Signature Inc. August 2007 - August 2012
American Signature Inc. July 2005 - August 2007
American Signature Inc. February 2005 - July 2005
Mergent, Inc. October 2000 - July 2004
YMCA March 1999 - October 2000
Skills
Operations Management, Management, Customer Service, Outlook, Inventory Management, Sales, Warehouse Management, Furniture Sales, Personnel Supervision, Accurate Data Entry, Microsoft Office, Microsoft Word, Windows, AS400 system, Inventory Control, Analysis
Education
University of Florida - Warrington College Of Business 1994 — 1998
BSBA, Management, With Honors
American Signature Inc. August 2007 - August 2012
American Signature Inc. July 2005 - August 2007
American Signature Inc. February 2005 - July 2005
Mergent, Inc. October 2000 - July 2004
YMCA March 1999 - October 2000
Skills
Operations Management, Management, Customer Service, Outlook, Inventory Management, Sales, Warehouse Management, Furniture Sales, Personnel Supervision, Accurate Data Entry, Microsoft Office, Microsoft Word, Windows, AS400 system, Inventory Control, Analysis
Education
University of Florida - Warrington College Of Business 1994 — 1998
BSBA, Management, With Honors
Juana Elguera Juana Elguera's Mergent, Inc. Experience March 2001 - July 2005
Job Systems Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo June 2013 - Present
Wells Fargo May 2012 - June 2013
Bank of America May 2011 - April 2012
Bank of America January 2006 - May 2011
Bank of America July 2005 - January 2006
Mergent, Inc. March 2001 - July 2005
Mergent, Inc. August 1998 - March 2001
Skills
Notary Public, Bilingual-Spanish, Accounts Payable, Accounts Receivable, Analytical Skills, Business Analysis, Business Requirements, Data Entry, Invoicing, JBoss Application Server, Loans, Lotus Notes, Microsoft SQL Server, Microsoft Word, Mortgage Banking, Office Administration, Mortgage Lending, Office Management, Oracle, Outlook, SDLC, SQL, Team Leadership, Telephone Skills, Testing, Unix, Visio, Weblogic, QuickBooks, Access
Education
University of Phoenix-Charlotte Campus 2007 — 2009
Master of Business Administration (M.B.A.)
Queens University of Charlotte 1996 — 2000
Bachelor of Business Administration (B.B.A.)
Wells Fargo June 2013 - Present
Wells Fargo May 2012 - June 2013
Bank of America May 2011 - April 2012
Bank of America January 2006 - May 2011
Bank of America July 2005 - January 2006
Mergent, Inc. March 2001 - July 2005
Mergent, Inc. August 1998 - March 2001
Skills
Notary Public, Bilingual-Spanish, Accounts Payable, Accounts Receivable, Analytical Skills, Business Analysis, Business Requirements, Data Entry, Invoicing, JBoss Application Server, Loans, Lotus Notes, Microsoft SQL Server, Microsoft Word, Mortgage Banking, Office Administration, Mortgage Lending, Office Management, Oracle, Outlook, SDLC, SQL, Team Leadership, Telephone Skills, Testing, Unix, Visio, Weblogic, QuickBooks, Access
Education
University of Phoenix-Charlotte Campus 2007 — 2009
Master of Business Administration (M.B.A.)
Queens University of Charlotte 1996 — 2000
Bachelor of Business Administration (B.B.A.)
Veronica McMahon Veronica McMahon's Mergent, Inc. Experience April 2009 - January 2012
Job Senior Digital Project Manager at Providence Health & Services
Industry Internet
Experience
Providence Health & Services November 2014 - Present
Gamesys February 2012 - June 2014
Mergent, Inc. April 2009 - January 2012
Mergent, Inc. October 2007 - April 2009
CBS Radio May 2006 - October 2007
Skills
Marketing Communications, Social Media Marketing, Social Media, Public Relations, Event Planning, Sales, Market Research, Adobe Creative Suite, Microsoft Office, Research, Customer Service, Email Marketing, Marketing, HTML, Agile Project Management, Scrum, Product Development, Brand Management, Mobile Game Development, Competitive Analysis, Business Development, Product Management, Project Management, Mobile Devices
Education
Clemson University - College of Business and Behavioral Science 2003 — 2007
Bachelor of Science, Marketing and Japanese, 3.976
Nagoya University of Foreign Studies 2005 — 2005
Japanese Language Studies, Study Abroad Certificate
Providence Health & Services November 2014 - Present
Gamesys February 2012 - June 2014
Mergent, Inc. April 2009 - January 2012
Mergent, Inc. October 2007 - April 2009
CBS Radio May 2006 - October 2007
Skills
Marketing Communications, Social Media Marketing, Social Media, Public Relations, Event Planning, Sales, Market Research, Adobe Creative Suite, Microsoft Office, Research, Customer Service, Email Marketing, Marketing, HTML, Agile Project Management, Scrum, Product Development, Brand Management, Mobile Game Development, Competitive Analysis, Business Development, Product Management, Project Management, Mobile Devices
Education
Clemson University - College of Business and Behavioral Science 2003 — 2007
Bachelor of Science, Marketing and Japanese, 3.976
Nagoya University of Foreign Studies 2005 — 2005
Japanese Language Studies, Study Abroad Certificate
Kendra Foust's Mergent, Inc. Experience March 1998 - January 2000
Job Vice President; Database Consultant II at Bank of America
Industry Information Technology and Services
Experience
Bank of America July 2000 - Present
iXL Enterprises January 2000 - July 2000
Mergent, Inc. March 1998 - January 2000
Sea Gate Travel March 1997 - March 1998
Moody's Investors Service December 1995 - March 1997
Moody's Investors Service February 1995 - December 1995
Moody's Investors Service August 1994 - February 1995
Moody's Investors Service March 1993 - August 1994
Skills
Microsoft SQL Server, Databases, Microsoft Office, Event Planning, Data Warehousing, Access, Change Management, Microsoft Excel, Process Improvement, Project Management, Strategic Planning, Team Building, Training, Budgets, Leadership
Education
University of North Carolina at Charlotte 1989 — 1993
Bachelor of Science (BS), Business Administration and Management, General
Bank of America July 2000 - Present
iXL Enterprises January 2000 - July 2000
Mergent, Inc. March 1998 - January 2000
Sea Gate Travel March 1997 - March 1998
Moody's Investors Service December 1995 - March 1997
Moody's Investors Service February 1995 - December 1995
Moody's Investors Service August 1994 - February 1995
Moody's Investors Service March 1993 - August 1994
Skills
Microsoft SQL Server, Databases, Microsoft Office, Event Planning, Data Warehousing, Access, Change Management, Microsoft Excel, Process Improvement, Project Management, Strategic Planning, Team Building, Training, Budgets, Leadership
Education
University of North Carolina at Charlotte 1989 — 1993
Bachelor of Science (BS), Business Administration and Management, General
Jamal Williams's Mergent, Inc. Experience January 2012 - August 2012
Job Loss Mitigation Specialist II at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo Home Mortgage September 2013 - Present
Wells Fargo Home Mortgage August 2012 - August 2013
Mergent Inc January 2012 - August 2012
New Hope Carolinas June 2011 - August 2012
RR Donnelley - Staffmark Summer 2009 May 2009 - August 2010
Skills
Microsoft Excel, Vlookup, Pivot Tables, Microsoft Word, Access, Bloomberg, Internet, Databases, Data Analysis, Data Entry, Customer Service, Stock Market, Stock Trading, Stock Exchange, Capital Budgeting, Technical Analysis, Financial Forecasting, Project Finance, Futures, Strikes, Depository, Dividends, ETFs, Mutual Funds, Equities, SEC filings, SEDAR
Education
Winthrop University 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
Winthrop University 2009 — 2011
Bachelor of Science, Business Administration- Finance
University of South Carolina-Lancaster 2007 — 2009
Associate of Science, Business Administration
Wells Fargo Home Mortgage September 2013 - Present
Wells Fargo Home Mortgage August 2012 - August 2013
Mergent Inc January 2012 - August 2012
New Hope Carolinas June 2011 - August 2012
RR Donnelley - Staffmark Summer 2009 May 2009 - August 2010
Skills
Microsoft Excel, Vlookup, Pivot Tables, Microsoft Word, Access, Bloomberg, Internet, Databases, Data Analysis, Data Entry, Customer Service, Stock Market, Stock Trading, Stock Exchange, Capital Budgeting, Technical Analysis, Financial Forecasting, Project Finance, Futures, Strikes, Depository, Dividends, ETFs, Mutual Funds, Equities, SEC filings, SEDAR
Education
Winthrop University 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
Winthrop University 2009 — 2011
Bachelor of Science, Business Administration- Finance
University of South Carolina-Lancaster 2007 — 2009
Associate of Science, Business Administration
Chris Mothershead Chris Mothershead's Mergent, Inc. Experience March 2006 - Present
Job Financial Information Analyst at Mergent Inc.
Industry Financial Services
Experience
Mergent Inc. March 2006 - Present
Hubert Whitlock Builders June 2004 - March 2006
Education
Queens University of Charlotte 2000 — 2004
Bachelor of Arts, Art Sudio
Mergent Inc. March 2006 - Present
Hubert Whitlock Builders June 2004 - March 2006
Education
Queens University of Charlotte 2000 — 2004
Bachelor of Arts, Art Sudio
John Spurrier John Spurrier's Mergent, Inc. Experience July 1996 - June 2005
Job Human Resources Professional
Industry Human Resources
Experience
First Advantage 2010 - Present
SpurMusic June 2005 - May 2010
Mergent, Inc. July 1996 - June 2005
Skills
Municipal Bonds, Financial Statements, Background Checks, Music Education, Staff Supervision, Verification, Fraud Detection, Court Cases, Court Reporting, Editorial, Employee Training, Financial Analysis, Research, Legal Research, Online Research, Client Presentation, Contractor Liaison, Employment Verifications
Education
Appalachian State University 1991 — 1996
Bachelor of Business Administration (BBA), Finance, General
First Advantage 2010 - Present
SpurMusic June 2005 - May 2010
Mergent, Inc. July 1996 - June 2005
Skills
Municipal Bonds, Financial Statements, Background Checks, Music Education, Staff Supervision, Verification, Fraud Detection, Court Cases, Court Reporting, Editorial, Employee Training, Financial Analysis, Research, Legal Research, Online Research, Client Presentation, Contractor Liaison, Employment Verifications
Education
Appalachian State University 1991 — 1996
Bachelor of Business Administration (BBA), Finance, General
Marionette Stewart Marionette Stewart's Mergent, Inc. Experience September 2011 - May 2014
Job Trade Operation Specialist
Industry Financial Services
Experience
Wells Fargo Securities May 2014 - Present
Mergent, Inc. September 2011 - May 2014
SunTrust August 2010 - September 2011
Skills
Securities, Financial Services, Finance, Financial Analysis, Credit, Mutual Funds, Investments, Equities, Risk Management, Credit Analysis, Fixed Income
Education
University of Phoenix 2013 — 2015
Master of Business Administration (MBA)
University of South Carolina - The Moore School of Business 2006 — 2010
Bachelor of Business Administration (BBA), Human Resources Management/Personnel Administration, General
Wells Fargo Securities May 2014 - Present
Mergent, Inc. September 2011 - May 2014
SunTrust August 2010 - September 2011
Skills
Securities, Financial Services, Finance, Financial Analysis, Credit, Mutual Funds, Investments, Equities, Risk Management, Credit Analysis, Fixed Income
Education
University of Phoenix 2013 — 2015
Master of Business Administration (MBA)
University of South Carolina - The Moore School of Business 2006 — 2010
Bachelor of Business Administration (BBA), Human Resources Management/Personnel Administration, General
Matt McGimsey's Mergent, Inc. Experience April 2011 - Present
Job Financial Analyst at Mergent Inc.
Industry Financial Services
Experience
Mergent Inc April 2011 - Present
Blockbuster Inc April 2008 - April 2011
Harris Teeter March 2006 - April 2008
Education
University of North Carolina at Charlotte - Belk College of Business 2006 — 2010
Accounting, Accounting/Management/US History
University of North Carolina at
BS, Accounting
Mergent Inc April 2011 - Present
Blockbuster Inc April 2008 - April 2011
Harris Teeter March 2006 - April 2008
Education
University of North Carolina at Charlotte - Belk College of Business 2006 — 2010
Accounting, Accounting/Management/US History
University of North Carolina at
BS, Accounting
Greg Padilla Greg Padilla's Mergent, Inc. Experience August 2012 - June 2013
Job Academic Sales Director at EBSCO Information Services
Industry Information Technology and Services
Experience
EBSCO Information Services July 2015 - Present
EBSCO Information Services January 2014 - June 2015
EBSCO Information Services June 2013 - December 2013
Mergent, Inc. August 2012 - June 2013
EBSCO January 2010 - August 2012
EBSCO July 2005 - December 2009
Oregon State University February 2004 - June 2005
UCLA November 1997 - January 2004
Skills
Library, Sales Presentations, Library Science, Collection Development, Research, Information Management, Books, Metadata, Cataloging, Online Research, Ebooks, Sales Process, Salesforce.com, Electronic Resources, Information Resources..., Librarians, Serials Management, Archives, Vendor Management..., Content Management, Information Literacy, History, Information Retrieval, Web 2.0, Online Publishing, Digital Preservation, Technical Services, Libraries
Education
University of California, Los Angeles 2000 — 2003
MLIS, Library and Information Science
University of California, Los Angeles 1989 — 1993
BA, Sociology
Branham High School
EBSCO Information Services July 2015 - Present
EBSCO Information Services January 2014 - June 2015
EBSCO Information Services June 2013 - December 2013
Mergent, Inc. August 2012 - June 2013
EBSCO January 2010 - August 2012
EBSCO July 2005 - December 2009
Oregon State University February 2004 - June 2005
UCLA November 1997 - January 2004
Skills
Library, Sales Presentations, Library Science, Collection Development, Research, Information Management, Books, Metadata, Cataloging, Online Research, Ebooks, Sales Process, Salesforce.com, Electronic Resources, Information Resources..., Librarians, Serials Management, Archives, Vendor Management..., Content Management, Information Literacy, History, Information Retrieval, Web 2.0, Online Publishing, Digital Preservation, Technical Services, Libraries
Education
University of California, Los Angeles 2000 — 2003
MLIS, Library and Information Science
University of California, Los Angeles 1989 — 1993
BA, Sociology
Branham High School
Julia Abushevich Julia Abushevich's Mergent, Inc. Experience June 2006 - January 2008
Job Property Manager at Up Hill Ventures
Industry Real Estate
Experience
Up Hill Ventures September 2009 - Present
Thomson Reuters April 2010 - April 2015
Moody's January 2008 - November 2009
Mergent, Inc. June 2006 - January 2008
Baruch College August 2005 - May 2006
Skills
Bloomberg, Capital Markets, Financial Modeling, Bloomberg Terminal, Securities, Derivatives, Fixed Income, Bonds, Financial Markets, Finance
Education
Baruch College, City University of New York (CUNY) 2003 — 2006
BBA, Finance
Up Hill Ventures September 2009 - Present
Thomson Reuters April 2010 - April 2015
Moody's January 2008 - November 2009
Mergent, Inc. June 2006 - January 2008
Baruch College August 2005 - May 2006
Skills
Bloomberg, Capital Markets, Financial Modeling, Bloomberg Terminal, Securities, Derivatives, Fixed Income, Bonds, Financial Markets, Finance
Education
Baruch College, City University of New York (CUNY) 2003 — 2006
BBA, Finance
Jason Pfaff Jason Pfaff's Mergent, Inc. Experience March 2003 - July 2006
Job Sr IT Consultant / Sr Business Analyst
Industry Information Technology and Services
Experience
CGI Federal January 2012 - Present
CHARTER BANK September 2010 - August 2011
BANK OF AMERICA April 2010 - June 2010
CADMUS GLOBAL PACKAGING SOLUTIONS July 2009 - April 2010
SARGENT ART May 2008 - October 2008
VOLUNTEER EXPERIENCE August 2008 - August 2008
WACHOVIA BANK August 2006 - May 2008
MERGENT INC March 2003 - July 2006
Skills
Accounting, Financial Analysis, Change Leadership, Financial Reporting, General Ledger, Business Strategy, Competitive Analysis, P&L, Training, Business Analysis, Leadership, Business Process..., Account Reconciliation, Strategy, SAP, Finance, Income Statement, Executive Management, Change Management, Budgets, Business Process, Data Analysis, Analysis, Managerial Finance, Management, ERP, Payroll, GAAP, Customer Service, Risk Management, Financial Accounting, Project Management, Process Improvement, Microsoft Office, Banking, Business Development, Business Planning, Cash Management, Consulting, Forecasting, Internal Audit, Internal Controls, Management Consulting, Policy, Strategic Planning
Education
University of Phoenix 2004 — 2008
Bachelors of Science degree, Business Management
King's College of Charlotte 2000 — 2002
Associates of Science degree, Computer Programming and Specialization
CGI Federal January 2012 - Present
CHARTER BANK September 2010 - August 2011
BANK OF AMERICA April 2010 - June 2010
CADMUS GLOBAL PACKAGING SOLUTIONS July 2009 - April 2010
SARGENT ART May 2008 - October 2008
VOLUNTEER EXPERIENCE August 2008 - August 2008
WACHOVIA BANK August 2006 - May 2008
MERGENT INC March 2003 - July 2006
Skills
Accounting, Financial Analysis, Change Leadership, Financial Reporting, General Ledger, Business Strategy, Competitive Analysis, P&L, Training, Business Analysis, Leadership, Business Process..., Account Reconciliation, Strategy, SAP, Finance, Income Statement, Executive Management, Change Management, Budgets, Business Process, Data Analysis, Analysis, Managerial Finance, Management, ERP, Payroll, GAAP, Customer Service, Risk Management, Financial Accounting, Project Management, Process Improvement, Microsoft Office, Banking, Business Development, Business Planning, Cash Management, Consulting, Forecasting, Internal Audit, Internal Controls, Management Consulting, Policy, Strategic Planning
Education
University of Phoenix 2004 — 2008
Bachelors of Science degree, Business Management
King's College of Charlotte 2000 — 2002
Associates of Science degree, Computer Programming and Specialization
Nhu-Binh Bui's Mergent, Inc. Experience September 2000 - July 2003
Job NCR
Industry Retail
Experience
NCR Retail September 2013 - Present
Chrome Data Solutions - Provider of high-value vehicle content and applications January 2011 - July 2013
R. L. Polk - Provider of automotive data intelligence and marketing solutions March 2007 - January 2011
Autobytel - Marketing solutions provider for automotive dealers and manufacturers October 2003 - March 2007
Mergent, Inc. September 2000 - July 2003
Skills
Troubleshooting, Testing, XP, Team Leadership, SQL, Software Documentation, IIS, Networking, Process Improvement, Servers, Quality Assurance, Cross-functional Team..., Analysis, Databases, Data Analysis, Integration, Management, Customer Satisfaction, Product Management, XML, Training, Strategy, Web Services
Education
UNCC
Chemistry
NCR Retail September 2013 - Present
Chrome Data Solutions - Provider of high-value vehicle content and applications January 2011 - July 2013
R. L. Polk - Provider of automotive data intelligence and marketing solutions March 2007 - January 2011
Autobytel - Marketing solutions provider for automotive dealers and manufacturers October 2003 - March 2007
Mergent, Inc. September 2000 - July 2003
Skills
Troubleshooting, Testing, XP, Team Leadership, SQL, Software Documentation, IIS, Networking, Process Improvement, Servers, Quality Assurance, Cross-functional Team..., Analysis, Databases, Data Analysis, Integration, Management, Customer Satisfaction, Product Management, XML, Training, Strategy, Web Services
Education
UNCC
Chemistry
Philippe Legrand Philippe Legrand's Mergent, Inc. Experience October 1998 - January 2004
Job Real Estate Agent and Consultant at HighGarden Real Estate
Industry Real Estate
Experience
HighGarden Real Estate April 2013 - Present
Wilkinson & Associates Real Estate August 2006 - April 2013
TIAA-CREF November 2004 - April 2005
Mergent, Inc. October 1998 - January 2004
Smith Barney/Citigroup February 1989 - October 1998
Education
Mingle School of Real Estate
Baruch College
City University of New York-Queens College
Bachelor of Arts
HighGarden Real Estate April 2013 - Present
Wilkinson & Associates Real Estate August 2006 - April 2013
TIAA-CREF November 2004 - April 2005
Mergent, Inc. October 1998 - January 2004
Smith Barney/Citigroup February 1989 - October 1998
Education
Mingle School of Real Estate
Baruch College
City University of New York-Queens College
Bachelor of Arts
Christopher Lamperski Christopher Lamperski's Mergent, Inc. Experience March 2006 - November 2009
Job Hands on client manager
Industry Management Consulting
Experience
TrySports LLC July 2011 - Present
Nuttman Family Trust LLC January 2011 - August 2011
personal Records coaching (PRC) March 2009 - June 2011
mergent, inc March 2006 - November 2009
runningHappy June 2006 - February 2007
Run For Your Life December 2003 - March 2006
Run For Your Life December 2003 - March 2006
Skills
Forecasting, Multi-channel Retail, Inventory Control, Physical Inventory, Purchasing Management, Technical Leadership, Buyer Representation, retail purchasing, Specialty Retail, Marketing Management, Customer Analysis, Customer Service
Education
Pfeiffer University 2000 — 2004
Sports Management, business
Pfeiffer University 2000 — 2004
Bachelor of Science, Sports Management; Business Administration, Computer Information Systems, Economics, and Accounting
Harding 1996 — 2000
HS Diploma
TrySports LLC July 2011 - Present
Nuttman Family Trust LLC January 2011 - August 2011
personal Records coaching (PRC) March 2009 - June 2011
mergent, inc March 2006 - November 2009
runningHappy June 2006 - February 2007
Run For Your Life December 2003 - March 2006
Run For Your Life December 2003 - March 2006
Skills
Forecasting, Multi-channel Retail, Inventory Control, Physical Inventory, Purchasing Management, Technical Leadership, Buyer Representation, retail purchasing, Specialty Retail, Marketing Management, Customer Analysis, Customer Service
Education
Pfeiffer University 2000 — 2004
Sports Management, business
Pfeiffer University 2000 — 2004
Bachelor of Science, Sports Management; Business Administration, Computer Information Systems, Economics, and Accounting
Harding 1996 — 2000
HS Diploma
peter hwang peter hwang's Mergent, Inc. Experience May 2000 - September 2007
Job DBA at WellsFargo
Industry Banking
Experience
Wells Fargo/Wachovia/Evergreen Investment 2008 - Present
Mergent Inc May 2000 - September 2007
Bank of America January 1999 - December 2000
Bank of America June 1998 - May 2000
City of Charlotte April 1995 - June 1998
City of Charlotte August 1993 - April 1995
QSE June 1993 - December 1993
UNC-C January 1990 - August 1993
Skills
Oracle, Databases, Microsoft SQL Server, PL/SQL, SQL, Linux, Data Warehousing, Solaris, MySQL, Software Development, Red Hat Linux, Unix Shell Scripting, Performance Tuning, Database Administration, Business Intelligence, Troubleshooting, High Availability, ETL, Oracle RAC, Video Editing, Database Design, T-SQL, Disaster Recovery, Servers, Sybase
Education
University of North Carolina at Charlotte 1990 — 1992
MS
National Chiao Tung University 1981 — 1986
B.S
Wells Fargo/Wachovia/Evergreen Investment 2008 - Present
Mergent Inc May 2000 - September 2007
Bank of America January 1999 - December 2000
Bank of America June 1998 - May 2000
City of Charlotte April 1995 - June 1998
City of Charlotte August 1993 - April 1995
QSE June 1993 - December 1993
UNC-C January 1990 - August 1993
Skills
Oracle, Databases, Microsoft SQL Server, PL/SQL, SQL, Linux, Data Warehousing, Solaris, MySQL, Software Development, Red Hat Linux, Unix Shell Scripting, Performance Tuning, Database Administration, Business Intelligence, Troubleshooting, High Availability, ETL, Oracle RAC, Video Editing, Database Design, T-SQL, Disaster Recovery, Servers, Sybase
Education
University of North Carolina at Charlotte 1990 — 1992
MS
National Chiao Tung University 1981 — 1986
B.S
Christopher Stokes, MBA's Mergent, Inc. Experience January 2014 - June 2014
Job Data Management Analyst at Bank of America
Industry Banking
Experience
Bank of America June 2014 - Present
Mergent, Inc. January 2014 - June 2014
MiraCole Media LLC July 2013 - May 2014
Pfeiffer University-Phi Beta Lambda August 2012 - May 2013
Commonwealth Planning May 2012 - August 2012
Medi-Claims Connection November 2008 - May 2010
Skills
Leadership, Time Management, Microsoft Word, Microsoft Excel, Finance, Teamwork, Management, Microsoft Office, Entrepreneurship, Strategic Planning, PowerPoint, Accounting, Financial Analysis, Team Management, Investments, Self-Organization, Bloomberg Terminal
Education
Pfeiffer University 2013 — 2014
Master of Business Administration (M.B.A.), Leadership and Finance, 3.6/4.0
Pfeiffer University 2010 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration; Economics, 3.2/4.0
Gateway Community College 2008 — 2010
Accounting and Business/Management, 3.4/4.0
Ocean Lakes High School 2004 — 2008
Advanced Diploma, General Studies, 3.1
Bank of America June 2014 - Present
Mergent, Inc. January 2014 - June 2014
MiraCole Media LLC July 2013 - May 2014
Pfeiffer University-Phi Beta Lambda August 2012 - May 2013
Commonwealth Planning May 2012 - August 2012
Medi-Claims Connection November 2008 - May 2010
Skills
Leadership, Time Management, Microsoft Word, Microsoft Excel, Finance, Teamwork, Management, Microsoft Office, Entrepreneurship, Strategic Planning, PowerPoint, Accounting, Financial Analysis, Team Management, Investments, Self-Organization, Bloomberg Terminal
Education
Pfeiffer University 2013 — 2014
Master of Business Administration (M.B.A.), Leadership and Finance, 3.6/4.0
Pfeiffer University 2010 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration; Economics, 3.2/4.0
Gateway Community College 2008 — 2010
Accounting and Business/Management, 3.4/4.0
Ocean Lakes High School 2004 — 2008
Advanced Diploma, General Studies, 3.1
Michael Wetherell's Mergent, Inc. Experience 2011 - July 2012
Job CSA Specialized Industries Financial Sponsors Group
Industry Financial Services
Experience
Bank of America July 2014 - Present
Bank of America July 2012 - June 2014
Mergent, Inc. 2011 - July 2012
Wachovia, A Wells Fargo Company June 2010 - February 2011
Eddie Bauer September 2007 - June 2010
Skills
Customer Service, Sales, PowerPoint, Microsoft Excel, Microsoft Word, Management, Outlook, Inventory Management, Data Entry, Access, Time Management, Customer Satisfaction, Microsoft Office, Retail, Inventory Control, Forecasting, Data Analysis, Marketing, Finance, Portfolio Management, Credit, Account Reconciliation, Teamwork, Windows, Telephone Skills, Banking, Loans, Financial Services, Commercial Lending, Financial Analysis, Risk Management
Education
Coastal Carolina University 2006 — 2010
Bachelors, Management, 3.2
Bank of America July 2014 - Present
Bank of America July 2012 - June 2014
Mergent, Inc. 2011 - July 2012
Wachovia, A Wells Fargo Company June 2010 - February 2011
Eddie Bauer September 2007 - June 2010
Skills
Customer Service, Sales, PowerPoint, Microsoft Excel, Microsoft Word, Management, Outlook, Inventory Management, Data Entry, Access, Time Management, Customer Satisfaction, Microsoft Office, Retail, Inventory Control, Forecasting, Data Analysis, Marketing, Finance, Portfolio Management, Credit, Account Reconciliation, Teamwork, Windows, Telephone Skills, Banking, Loans, Financial Services, Commercial Lending, Financial Analysis, Risk Management
Education
Coastal Carolina University 2006 — 2010
Bachelors, Management, 3.2
Peter Healy Peter Healy's Mergent, Inc. Experience 1998 - 2004
Job Mutual Fund Product Manager at Value Line
Industry Information Services
Experience
PJH InfoData Consulting LLC Mutual Fund Product ManagerValue LineOctober 2013 - Present
EDGAR Online 2004 - 2010
Mergent, Inc. 1998 - 2004
Moody's Investors Service 1985 - 1998
Skills
Corporate Actions, Sales Engineering, Salesforce.com, EDGAR filings, Competitive Analysis, Project Management, SEC filings, APIs, Data Quality Control, XBRL, Product Management, Fixed Income, Mutual Funds, Insider Trading, IPO, Data Mining, Financial Statement..., Market Data, Data Feeds, FTP, Databases, Contract Management, Reference Data, Relationship Management, Product Requirements, Qualifying Prospects, Dividends, Personalized URLs, Process Improvement, Content Management, Content Strategy, Enterprise Content..., Content Marketing, Business Intelligence, Financial Markets, Financial Services, Securities, Equities, Strategic Partnerships, Start-ups, Analytics, Consulting, Hedge Funds, Capital Markets, Finance
Education
Montclair State University
BS, Business Administration, Marketing, Finance
PJH InfoData Consulting LLC Mutual Fund Product ManagerValue LineOctober 2013 - Present
EDGAR Online 2004 - 2010
Mergent, Inc. 1998 - 2004
Moody's Investors Service 1985 - 1998
Skills
Corporate Actions, Sales Engineering, Salesforce.com, EDGAR filings, Competitive Analysis, Project Management, SEC filings, APIs, Data Quality Control, XBRL, Product Management, Fixed Income, Mutual Funds, Insider Trading, IPO, Data Mining, Financial Statement..., Market Data, Data Feeds, FTP, Databases, Contract Management, Reference Data, Relationship Management, Product Requirements, Qualifying Prospects, Dividends, Personalized URLs, Process Improvement, Content Management, Content Strategy, Enterprise Content..., Content Marketing, Business Intelligence, Financial Markets, Financial Services, Securities, Equities, Strategic Partnerships, Start-ups, Analytics, Consulting, Hedge Funds, Capital Markets, Finance
Education
Montclair State University
BS, Business Administration, Marketing, Finance
Alan Fishmoore Alan Fishmoore's Mergent, Inc. Experience 1997 - 2000
Job SVP at Bank of America
Industry Banking
Experience
Bank of America September 2000 - Present
Mergent, Inc. 1997 - 2000
Skills
Banking, Risk Management, Credit Risk, SQL, Management, Production Support, Operations Management, General Ledger, Finance, Accounting, Portfolio Management, Mortgage Lending, Credit, Business Analysis, Commercial Lending, Cross-functional Team..., Operational Risk, Financial Analysis, Commercial Banking, Analysis, Financial Services, Equities, Training, Analytics, SDLC
Education
University of North Carolina at Charlotte - Belk College of Business 1991 — 1996
Charlotte Country Day School 1985 — 1987
Bank of America September 2000 - Present
Mergent, Inc. 1997 - 2000
Skills
Banking, Risk Management, Credit Risk, SQL, Management, Production Support, Operations Management, General Ledger, Finance, Accounting, Portfolio Management, Mortgage Lending, Credit, Business Analysis, Commercial Lending, Cross-functional Team..., Operational Risk, Financial Analysis, Commercial Banking, Analysis, Financial Services, Equities, Training, Analytics, SDLC
Education
University of North Carolina at Charlotte - Belk College of Business 1991 — 1996
Charlotte Country Day School 1985 — 1987
Jeff Boose Jeff Boose's Mergent, Inc. Experience 1998 - 2000
Job Senior Vice President, Finance at Edelman
Industry Marketing and Advertising
Experience
Edelman May 2014 - Present
inVentiv Communications March 2011 - February 2014
OMD May 2010 - March 2011
Consultant January 2009 - May 2010
Momentum Worldwide April 2007 - December 2008
Grey Healthcare Group September 2003 - April 2007
Grey Global Group August 2000 - September 2003
Mergent, Inc. 1998 - 2000
Moody's 1989 - 1998
Skills
Working Capital..., Cost Containment, Financial Reporting, Strategic Planning, Accounting, Cash Management, Forecasting, SOX, Financial Analysis, Contract Negotiations, Budgeting, Budgets, Sarbanes-Oxley Act, Management, Strategy, Accounts Receivable, Finance, Cost Accounting, Contract Negotiation, Managerial Finance, Strategic Financial..., Leadership, Process Improvement, Analysis, Executive Management, Business Strategy, Mergers & Acquisitions, Marketing, Internal Controls
Education
Fordham Gabelli School of Business 1990 — 1992
MBA, Finance/Accounting
Villanova University 1985 — 1989
BSBA, Finance; English-minor
St. Dominics
Edelman May 2014 - Present
inVentiv Communications March 2011 - February 2014
OMD May 2010 - March 2011
Consultant January 2009 - May 2010
Momentum Worldwide April 2007 - December 2008
Grey Healthcare Group September 2003 - April 2007
Grey Global Group August 2000 - September 2003
Mergent, Inc. 1998 - 2000
Moody's 1989 - 1998
Skills
Working Capital..., Cost Containment, Financial Reporting, Strategic Planning, Accounting, Cash Management, Forecasting, SOX, Financial Analysis, Contract Negotiations, Budgeting, Budgets, Sarbanes-Oxley Act, Management, Strategy, Accounts Receivable, Finance, Cost Accounting, Contract Negotiation, Managerial Finance, Strategic Financial..., Leadership, Process Improvement, Analysis, Executive Management, Business Strategy, Mergers & Acquisitions, Marketing, Internal Controls
Education
Fordham Gabelli School of Business 1990 — 1992
MBA, Finance/Accounting
Villanova University 1985 — 1989
BSBA, Finance; English-minor
St. Dominics
Demetrius Williamson's Mergent, Inc. Experience October 2014 - Present
Job Client Support Specialist at Mergent, Inc.
Industry Financial Services
Experience
Mergent, Inc. October 2014 - Present
Mergent, Inc. May 2012 - October 2014
Level One, LLC January 2012 - May 2012
Best Buy October 2010 - February 2011
Winthrop University January 2010 - May 2010
Skills
Financial Analysis, Data Entry, Process Improvement, Technical Support, Financial Data, Microsoft Word, Data Feeds, Customer Service, Sales, SQL, Marketing, Access, Finance, Microsoft Excel, Microsoft Office, Databases, Credit, Pricing, Statistics, PowerPoint, Softrax, Unix, Time Management, Teamwork
Education
Ashford University 2014 — 2015
Master of Business Administration (M.B.A.), Human Resources Management and Services
Winthrop University 2006 — 2011
Bachelor’s Degree, Accounting and Finance
Mergent, Inc. October 2014 - Present
Mergent, Inc. May 2012 - October 2014
Level One, LLC January 2012 - May 2012
Best Buy October 2010 - February 2011
Winthrop University January 2010 - May 2010
Skills
Financial Analysis, Data Entry, Process Improvement, Technical Support, Financial Data, Microsoft Word, Data Feeds, Customer Service, Sales, SQL, Marketing, Access, Finance, Microsoft Excel, Microsoft Office, Databases, Credit, Pricing, Statistics, PowerPoint, Softrax, Unix, Time Management, Teamwork
Education
Ashford University 2014 — 2015
Master of Business Administration (M.B.A.), Human Resources Management and Services
Winthrop University 2006 — 2011
Bachelor’s Degree, Accounting and Finance
Michele Cordero's Mergent, Inc. Experience 1992 - 1995
Job Experienced Corporate Librarian
Industry Libraries
Experience
BAI Inc February 2007 - Present
National Association of Realtors August 2000 - February 2007
Primark May 1999 - August 2000
Bowles Hollowell Connor 1995 - 1999
Mergent, Inc. 1992 - 1995
Skills
Research, Library, Libraries, Writing, Microsoft Office, Collection Development, Reference Services, Editing, Library Science, Information Literacy, Social Media, Competitive Intelligence, Factiva, Information Retrieval, Metadata, Word, PowerPoint, Excel, Market Research, Content Management, Government, Microsoft Excel, Microsoft Word, Management, History, Knowledge Management
Education
Florida State University 2010 — 2013
Master, Library and Information Studies, 3.79 / 4.0 scale
Sayville High School 1985 — 1988
University of North Carolina at Charlotte
BAI Inc February 2007 - Present
National Association of Realtors August 2000 - February 2007
Primark May 1999 - August 2000
Bowles Hollowell Connor 1995 - 1999
Mergent, Inc. 1992 - 1995
Skills
Research, Library, Libraries, Writing, Microsoft Office, Collection Development, Reference Services, Editing, Library Science, Information Literacy, Social Media, Competitive Intelligence, Factiva, Information Retrieval, Metadata, Word, PowerPoint, Excel, Market Research, Content Management, Government, Microsoft Excel, Microsoft Word, Management, History, Knowledge Management
Education
Florida State University 2010 — 2013
Master, Library and Information Studies, 3.79 / 4.0 scale
Sayville High School 1985 — 1988
University of North Carolina at Charlotte
Bart Creasman Bart Creasman's Mergent, Inc. Experience September 2008 - October 2011
Job Co Founder at 80Fresh
Industry Consumer Goods
Experience
80Fresh January 2015 - Present
Baltz Fine Writing Instruments October 2011 - December 2014
Mergent Inc September 2008 - October 2011
Bank of America January 2008 - May 2008
Studer Services October 2006 - December 2007
Wilmington Hammerheads March 2005 - August 2006
Davidson Wealth Management September 2005 - February 2006
Skills
Financial Modeling, Business Strategy, Entrepreneurship, Social Media, Start-ups, Business Development, Mergers & Acquisitions, Competitive Analysis, Venture Capital, Leadership, Social Media Marketing, Management
Education
Davidson College 2001 — 2004
B.A, Economics, Spanish
80Fresh January 2015 - Present
Baltz Fine Writing Instruments October 2011 - December 2014
Mergent Inc September 2008 - October 2011
Bank of America January 2008 - May 2008
Studer Services October 2006 - December 2007
Wilmington Hammerheads March 2005 - August 2006
Davidson Wealth Management September 2005 - February 2006
Skills
Financial Modeling, Business Strategy, Entrepreneurship, Social Media, Start-ups, Business Development, Mergers & Acquisitions, Competitive Analysis, Venture Capital, Leadership, Social Media Marketing, Management
Education
Davidson College 2001 — 2004
B.A, Economics, Spanish
Robert Wendland Robert Wendland's Mergent, Inc. Experience October 2007 - June 2011
Job Data Analyst at SCOR Global Life Americas
Industry Financial Services
Experience
SCOR Global Life Americas July 2012 - Present
Wells Fargo June 2011 - July 2012
Mergent Inc October 2007 - June 2011
Huntington National Bank May 2007 - July 2007
Skills
Data Analysis, Process Improvement, Banking, Customer Service, Microsoft Excel, Corporate Actions, Microsoft Office, Training, Mergers, Research, Management, Leadership, Financial Analysis, Analysis, Microsoft SQL Server, Data Integration
Education
Clemson University - College of Business and Behavioral Science 2002 — 2006
BS, Finance, 3.1
SCOR Global Life Americas July 2012 - Present
Wells Fargo June 2011 - July 2012
Mergent Inc October 2007 - June 2011
Huntington National Bank May 2007 - July 2007
Skills
Data Analysis, Process Improvement, Banking, Customer Service, Microsoft Excel, Corporate Actions, Microsoft Office, Training, Mergers, Research, Management, Leadership, Financial Analysis, Analysis, Microsoft SQL Server, Data Integration
Education
Clemson University - College of Business and Behavioral Science 2002 — 2006
BS, Finance, 3.1
Ty Etheredge's Mergent, Inc. Experience November 2011 - October 2012
Job Bank of America
Industry Banking
Experience
Bank of America October 2012 - Present
Mergent, Inc. November 2011 - October 2012
Wachovia, A Wells Fargo Company May 2011 - August 2011
Johnson & Wales University-Financial Services September 2008 - May 2009
Skills
Credit, Finance, Loans
Education
Johnson and Wales University 2007 — 2011
B.S., Accounting
Johnson & Wales University
Bank of America October 2012 - Present
Mergent, Inc. November 2011 - October 2012
Wachovia, A Wells Fargo Company May 2011 - August 2011
Johnson & Wales University-Financial Services September 2008 - May 2009
Skills
Credit, Finance, Loans
Education
Johnson and Wales University 2007 — 2011
B.S., Accounting
Johnson & Wales University
Tonia Johnson Tonia Johnson's Mergent, Inc. Experience July 1988 - October 2006
Job Accounts Receivable Analyst
Industry Financial Services
Experience
XPO Logistics (Temporary Assignment) January 2015 - June 2015
Baker and Taylor (Temporary Assignment) October 2014 - October 2014
Primax Construction (Temporary Assignment) September 2014 - October 2014
Dimension Data June 2014 - July 2014
Universal Protection (Temp Assignment) May 2014 - June 2014
TDS/BAJA BroadbandFort Mill SC December 2006 - March 2014
Mergent Inc July 1988 - October 2006
Skills
Accounts Receivable, Accounts Payable, Invoicing, Accounting, Bank Reconciliation, Cash Flow, Cash Management, Data Entry, Finance, Financial Analysis, Financial Reporting, Journal Entries, Microsoft Excel, Microsoft Word, Outlook, Payroll, Customer Service, Budgets, Financial Accounting, Auditing, Financial Modeling, General Ledger, PeopleSoft, Forecasting, Mutual Funds, Account Reconciliation, Access, Process Improvement, Banking, Strategic Financial...
Education
Pfeiffer University 2012 — 2015
Bachelor Degree in Business Administration from Pfeiffer University, Charlotte NC, Finance
XPO Logistics (Temporary Assignment) January 2015 - June 2015
Baker and Taylor (Temporary Assignment) October 2014 - October 2014
Primax Construction (Temporary Assignment) September 2014 - October 2014
Dimension Data June 2014 - July 2014
Universal Protection (Temp Assignment) May 2014 - June 2014
TDS/BAJA BroadbandFort Mill SC December 2006 - March 2014
Mergent Inc July 1988 - October 2006
Skills
Accounts Receivable, Accounts Payable, Invoicing, Accounting, Bank Reconciliation, Cash Flow, Cash Management, Data Entry, Finance, Financial Analysis, Financial Reporting, Journal Entries, Microsoft Excel, Microsoft Word, Outlook, Payroll, Customer Service, Budgets, Financial Accounting, Auditing, Financial Modeling, General Ledger, PeopleSoft, Forecasting, Mutual Funds, Account Reconciliation, Access, Process Improvement, Banking, Strategic Financial...
Education
Pfeiffer University 2012 — 2015
Bachelor Degree in Business Administration from Pfeiffer University, Charlotte NC, Finance
Stephanie Kardon's Mergent, Inc. Experience January 2015 - Present
Job Director of New Business Development
Industry Financial Services
Experience
Mergent, Inc. January 2015 - Present
Integrated Media Solutions LLC June 2010 - May 2014
Dentsply 2008 - 2010
Black & Decker 2005 - 2008
Skills
Sales Operations, Sales, Trade Shows, B2B, Marketing Strategy, Sales Management, Marketing Management, New Business Development, Account Management, Sales Process, Sales Presentations, Email Marketing, Advertising, Leadership, Competitive Analysis, Product Launch, Online Marketing, Promotions, Product Marketing, Selling, Marketing Communications, Market Planning, Management, Social Media Marketing, SEO, Cold Calling, Negotiation, Media Planning, Direct Sales, Direct Marketing, Brand Development, Product Development, Advertising Sales, Online Advertising, SEM, Strategic Partnerships, E-commerce, Brand Management, Consultative Selling, Direct Mail, Digital Marketing, Key Account Development, Product Launches, Event Marketing, Market Research, B2B Marketing, Lead Generation, Key Account Management, Market Penetration, Integrated Marketing
Education
University of Delaware 2000 — 2004
Bachelor's Degree, Business, Marketing, Economics
Mergent, Inc. January 2015 - Present
Integrated Media Solutions LLC June 2010 - May 2014
Dentsply 2008 - 2010
Black & Decker 2005 - 2008
Skills
Sales Operations, Sales, Trade Shows, B2B, Marketing Strategy, Sales Management, Marketing Management, New Business Development, Account Management, Sales Process, Sales Presentations, Email Marketing, Advertising, Leadership, Competitive Analysis, Product Launch, Online Marketing, Promotions, Product Marketing, Selling, Marketing Communications, Market Planning, Management, Social Media Marketing, SEO, Cold Calling, Negotiation, Media Planning, Direct Sales, Direct Marketing, Brand Development, Product Development, Advertising Sales, Online Advertising, SEM, Strategic Partnerships, E-commerce, Brand Management, Consultative Selling, Direct Mail, Digital Marketing, Key Account Development, Product Launches, Event Marketing, Market Research, B2B Marketing, Lead Generation, Key Account Management, Market Penetration, Integrated Marketing
Education
University of Delaware 2000 — 2004
Bachelor's Degree, Business, Marketing, Economics
Peter O'Shea Peter O'Shea's Mergent, Inc. Experience 2003 - Present
Job Managing Editor, Industry Analysis at Mergent Inc / Book Author
Industry Publishing
Experience
Mergent, Inc. 2003 - Present
JR Wiley & Sons 2005 - 2005
LexiComm Public Relations 2001 - 2005
LexisNexis 2000 - 2002
Editor & Publishing Director 1998 - 2001
Skills
Electronic Publishing, Editing, Writing, Custom Publishing, Publishing Services, Business Unit Start-up, Corporate Communications, Public Relations, E-commerce, Online Publishing, Competitive Analysis, Advertising, Editorial, Management, Publishing
Education
Monash University 2010 — 2015
Doctor of Philosophy (Ph.D.), European Affairs & Regulation
Monash University 2009 — 2010
Masters of European and International Studies, International Relations and Affairs
University of New England (AU) 2003 — 2008
Bachelor of International Studies
FINSIA (Financial Services Institute of Australasia) 2008 — 2008
Diploma of Financial Markets
Mergent, Inc. 2003 - Present
JR Wiley & Sons 2005 - 2005
LexiComm Public Relations 2001 - 2005
LexisNexis 2000 - 2002
Editor & Publishing Director 1998 - 2001
Skills
Electronic Publishing, Editing, Writing, Custom Publishing, Publishing Services, Business Unit Start-up, Corporate Communications, Public Relations, E-commerce, Online Publishing, Competitive Analysis, Advertising, Editorial, Management, Publishing
Education
Monash University 2010 — 2015
Doctor of Philosophy (Ph.D.), European Affairs & Regulation
Monash University 2009 — 2010
Masters of European and International Studies, International Relations and Affairs
University of New England (AU) 2003 — 2008
Bachelor of International Studies
FINSIA (Financial Services Institute of Australasia) 2008 — 2008
Diploma of Financial Markets
Nathalie Prestifilippo Nathalie Prestifilippo's Mergent, Inc. Experience June 2014 - Present
Job Research Analyst at Mergent, Inc.
Industry Financial Services
Experience
Mergent, Inc. June 2014 - Present
Sports Business Journal June 2013 - August 2013
Harris Teeter July 2009 - March 2012
Colchester Place Garden and Nursery March 2008 - August 2008
Skills
Customer Service, PowerPoint, Microsoft Word, Microsoft Office, Mac OS, Financial Research, Data Analysis, Data Entry, Microsoft Excel, Teamwork, Leadership, Public Speaking, Research, Access, Time Management
Education
Moore School of Business, University of South Carolina 2010 — 2014
Bachelor of Science (B.S.), Finance, General
South Carolina Honors College 2010 — 2014
Bachelor of Science, Business Administration; International Business, Finance
University of South Carolina-Columbia 2010 — 2014
Bachelor of Science (B.S.), International Business
Shaanxi Normal University 2012 — 2012
Mandarin Chinese
The Chinese University of Hong Kong 2011 — 2012
International Business
Mergent, Inc. June 2014 - Present
Sports Business Journal June 2013 - August 2013
Harris Teeter July 2009 - March 2012
Colchester Place Garden and Nursery March 2008 - August 2008
Skills
Customer Service, PowerPoint, Microsoft Word, Microsoft Office, Mac OS, Financial Research, Data Analysis, Data Entry, Microsoft Excel, Teamwork, Leadership, Public Speaking, Research, Access, Time Management
Education
Moore School of Business, University of South Carolina 2010 — 2014
Bachelor of Science (B.S.), Finance, General
South Carolina Honors College 2010 — 2014
Bachelor of Science, Business Administration; International Business, Finance
University of South Carolina-Columbia 2010 — 2014
Bachelor of Science (B.S.), International Business
Shaanxi Normal University 2012 — 2012
Mandarin Chinese
The Chinese University of Hong Kong 2011 — 2012
International Business
Erik Dudash Erik Dudash's Mergent, Inc. Experience February 2015 - June 2015
Job Lead Performance Analyst at BNY Mellon
Industry Financial Services
Experience
BNY Mellon June 2015 - Present
Mergent, Inc. February 2015 - June 2015
Mergent, Inc. May 2014 - January 2015
Mergent, Inc. April 2013 - May 2014
Mergent, Inc. November 2011 - April 2013
AAA Southern New England May 2010 - August 2010
AAA Southern New England May 2009 - August 2009
AAA Southern New England May 2008 - August 2008
Cody White Funeral Home January 2006 - October 2007
Skills
Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, Access, Research, Banking, Sound Engineering, Video Editing, Outlook, Dividends, Technology, Windows 7, Data Entry, Editing, Microsoft Word, Mac OS X, Mutual Funds, SQL, Financial Reporting, Equities, Troubleshooting, Securities, Databases, Data Feeds, Leadership, Customer Relations, Salesforce.com, Office 365, Stocks, Data Analysis, Time Management
Education
The University of Connecticut 2007 — 2011
Bachelor of Science (B.S.), Business and Technology
Winthrop University 2012 — 2016
Master of Business Administration (MBA), Finance
BNY Mellon June 2015 - Present
Mergent, Inc. February 2015 - June 2015
Mergent, Inc. May 2014 - January 2015
Mergent, Inc. April 2013 - May 2014
Mergent, Inc. November 2011 - April 2013
AAA Southern New England May 2010 - August 2010
AAA Southern New England May 2009 - August 2009
AAA Southern New England May 2008 - August 2008
Cody White Funeral Home January 2006 - October 2007
Skills
Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, Access, Research, Banking, Sound Engineering, Video Editing, Outlook, Dividends, Technology, Windows 7, Data Entry, Editing, Microsoft Word, Mac OS X, Mutual Funds, SQL, Financial Reporting, Equities, Troubleshooting, Securities, Databases, Data Feeds, Leadership, Customer Relations, Salesforce.com, Office 365, Stocks, Data Analysis, Time Management
Education
The University of Connecticut 2007 — 2011
Bachelor of Science (B.S.), Business and Technology
Winthrop University 2012 — 2016
Master of Business Administration (MBA), Finance
David Lukowski David Lukowski's Mergent, Inc. Experience June 1998 - September 2008
Job Market Index Services Specialist at NASDAQ
Industry Financial Services
Experience
NASDAQ July 2013 - Present
Indxis, Ltd. September 2008 - July 2013
Mergent, Inc. June 1998 - September 2008
Mergent, Inc. June 1996 - June 1998
Mergent, Inc. November 1993 - June 1996
Skills
Fixed Income, Securities, Equities, Financial Markets, Investments, Capital Markets, Leadership, Strategic Planning, Mutual Funds
Education
UNCC 1990 — 1992
Bachelor of Science, Business Management
NASDAQ July 2013 - Present
Indxis, Ltd. September 2008 - July 2013
Mergent, Inc. June 1998 - September 2008
Mergent, Inc. June 1996 - June 1998
Mergent, Inc. November 1993 - June 1996
Skills
Fixed Income, Securities, Equities, Financial Markets, Investments, Capital Markets, Leadership, Strategic Planning, Mutual Funds
Education
UNCC 1990 — 1992
Bachelor of Science, Business Management
Brian Whelan Brian Whelan's Mergent, Inc. Experience January 2006 - December 2010
Job Head of Corporate Communications at Babson Capital Management
Industry Financial Services
Experience
Babson Capital Management September 2012 - Present
Bank of America January 2011 - September 2012
Mergent, Inc. January 2006 - December 2010
Indxis, Inc. (a Mergent Company) January 2006 - December 2010
Wells Fargo July 2005 - January 2006
BlackRock April 2004 - July 2005
Morgan Stanley Investment Management March 2000 - April 2004
Value Line April 1998 - March 2000
Skills
Investment Research, Fixed Income, Leveraged Finance, Bloomberg, Factset, Salesforce.com, SugarCRM, Marketing Strategy, Corporate Communications, Marketing, Securities, Investor Relations, Brand Management, Public Relations, Financial Services
Education
West Virginia University 2007 — 2009
Master of Science, Integrated Marketing Communications, 3.8
Hofstra University 1994 — 1998
Bachelor of Arts, Social Sciences
Chaminade High School 1990 — 1994
HS Diploma
Babson Capital Management September 2012 - Present
Bank of America January 2011 - September 2012
Mergent, Inc. January 2006 - December 2010
Indxis, Inc. (a Mergent Company) January 2006 - December 2010
Wells Fargo July 2005 - January 2006
BlackRock April 2004 - July 2005
Morgan Stanley Investment Management March 2000 - April 2004
Value Line April 1998 - March 2000
Skills
Investment Research, Fixed Income, Leveraged Finance, Bloomberg, Factset, Salesforce.com, SugarCRM, Marketing Strategy, Corporate Communications, Marketing, Securities, Investor Relations, Brand Management, Public Relations, Financial Services
Education
West Virginia University 2007 — 2009
Master of Science, Integrated Marketing Communications, 3.8
Hofstra University 1994 — 1998
Bachelor of Arts, Social Sciences
Chaminade High School 1990 — 1994
HS Diploma
Gina Vertullo Gina Vertullo's Mergent, Inc. Experience June 1998 - August 2005
Job Project Coordinator at Crown Castle
Industry Telecommunications
Experience
Crown Castle March 2007 - Present
Compass Technology Services August 2005 - October 2006
Mergent, Inc. June 1998 - August 2005
Skills
Telecommunications, Wireless, UMTS, Cellular Communications, LTE, CDMA, Microwave, GSM, 3G, WiMAX, 4G, RF, Vendor Management, 2G, Wireless Networking, Mobile Devices, System Deployment, Ethernet, Integration, Site Acquisition, Computer Network..., Zoning, Site Development, Transmission, Program Management, T1, RAN, BSS, IP, Rollout, Troubleshooting, Broadband, Managed Services, WiFi, Mobile Communications, Networking, Telecommunications..., Edge, Project Coordination, SDH, Cisco Technologies, Switches, RF Engineering, Network Optimization, Antennas
Education
Seton Hill University 1994 — 1998
Bachelor of Arts (B.A.), Mathematics
Crown Castle March 2007 - Present
Compass Technology Services August 2005 - October 2006
Mergent, Inc. June 1998 - August 2005
Skills
Telecommunications, Wireless, UMTS, Cellular Communications, LTE, CDMA, Microwave, GSM, 3G, WiMAX, 4G, RF, Vendor Management, 2G, Wireless Networking, Mobile Devices, System Deployment, Ethernet, Integration, Site Acquisition, Computer Network..., Zoning, Site Development, Transmission, Program Management, T1, RAN, BSS, IP, Rollout, Troubleshooting, Broadband, Managed Services, WiFi, Mobile Communications, Networking, Telecommunications..., Edge, Project Coordination, SDH, Cisco Technologies, Switches, RF Engineering, Network Optimization, Antennas
Education
Seton Hill University 1994 — 1998
Bachelor of Arts (B.A.), Mathematics
Jeff D'Arcy's Mergent, Inc. Experience January 2013 - September 2014
Job Senior Account Manager
Industry Financial Services
Experience
SIX Financial Information June 2015 - Present
State Street October 2014 - May 2015
Mergent, Inc. January 2013 - September 2014
Interactive Data January 2012 - January 2013
Interactive Data April 2011 - January 2012
Interactive Data March 2006 - March 2011
Skills
Financial Markets, Business Development, CRM, Equities, Fixed Income, Sales, Corporate Actions, Salesforce.com, Capital Markets, Market Data, Business Analysis, New Business Development, Portfolio Management, Strategy, Management, Securities, Sales Operations, Product Development, Mutual Funds, Trading Systems, Account Management, Contract Negotiation, Municipal Bonds, Team Management, Strategic Partnerships, Financial Analysis, Business Strategy, Competitive Analysis, Bonds, Cross-functional Team..., Relationship Management, Equity Research, Equity Analytics, Driving New Business
Education
University of Rhode Island - College of Business Administration 1996 — 2000
Bachelor of Science (B.S.), Business Management
Walpole High School
SIX Financial Information June 2015 - Present
State Street October 2014 - May 2015
Mergent, Inc. January 2013 - September 2014
Interactive Data January 2012 - January 2013
Interactive Data April 2011 - January 2012
Interactive Data March 2006 - March 2011
Skills
Financial Markets, Business Development, CRM, Equities, Fixed Income, Sales, Corporate Actions, Salesforce.com, Capital Markets, Market Data, Business Analysis, New Business Development, Portfolio Management, Strategy, Management, Securities, Sales Operations, Product Development, Mutual Funds, Trading Systems, Account Management, Contract Negotiation, Municipal Bonds, Team Management, Strategic Partnerships, Financial Analysis, Business Strategy, Competitive Analysis, Bonds, Cross-functional Team..., Relationship Management, Equity Research, Equity Analytics, Driving New Business
Education
University of Rhode Island - College of Business Administration 1996 — 2000
Bachelor of Science (B.S.), Business Management
Walpole High School
Natasha Cano-Marin, MHA/MSL, ACHE, APS Natasha Cano-Marin, MHA/MSL, ACHE, APS's Mergent, Inc. Experience May 2005 - August 2007
Job Financial/Operations Professional
Industry Logistics and Supply Chain
Experience
Damco US June 2014 - Present
Merck December 2009 - November 2013
Baja Broadband July 2007 - August 2008
Mergent, Inc. May 2005 - August 2007
Internet Services April 1999 - September 2001
Skills
Bilingual-Spanish, Customer Service, SAP, Individual Income Tax..., JD Edwards, Epicor, Microsoft Office, Sales & Use Tax, Accounts Payable, Business Process..., Customer Satisfaction, Shared Services, Accounting, Financial Analysis, Auditing, Finance, Process Improvement, Analysis, Management, Leadership, Account Reconciliation
Education
Universidad Escuela de Administración y Finanzas y Tecnologías 1990 — 1996
BS Business Administration, Management
Pfeiffer University
Master's degree, Health Administration
Pfeiffer University
Master's degree, Science in Leadership
Damco US June 2014 - Present
Merck December 2009 - November 2013
Baja Broadband July 2007 - August 2008
Mergent, Inc. May 2005 - August 2007
Internet Services April 1999 - September 2001
Skills
Bilingual-Spanish, Customer Service, SAP, Individual Income Tax..., JD Edwards, Epicor, Microsoft Office, Sales & Use Tax, Accounts Payable, Business Process..., Customer Satisfaction, Shared Services, Accounting, Financial Analysis, Auditing, Finance, Process Improvement, Analysis, Management, Leadership, Account Reconciliation
Education
Universidad Escuela de Administración y Finanzas y Tecnologías 1990 — 1996
BS Business Administration, Management
Pfeiffer University
Master's degree, Health Administration
Pfeiffer University
Master's degree, Science in Leadership
Jonathan Ferrara's Mergent, Inc. Experience February 2007 - January 2008
Job Vice President at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase March 2013 - Present
JPMorgan Chase May 2012 - March 2013
Brown Brothers Harriman July 2008 - May 2012
Mergent, Inc. February 2007 - January 2008
Skills
Analysis, Cross-functional Team..., Management, Fixed Income, Leadership, Banking, Business Analysis, Business Requirements, Data Analysis, Equities, Financial Analysis, Process Improvement, Program Management, Requirements Gathering, Risk Management, Software Documentation, Microsoft Excel, Microsoft Office
Education
University of Pittsburgh 2002 — 2006
Bachelor of Arts, Finance, Economics
JPMorgan Chase March 2013 - Present
JPMorgan Chase May 2012 - March 2013
Brown Brothers Harriman July 2008 - May 2012
Mergent, Inc. February 2007 - January 2008
Skills
Analysis, Cross-functional Team..., Management, Fixed Income, Leadership, Banking, Business Analysis, Business Requirements, Data Analysis, Equities, Financial Analysis, Process Improvement, Program Management, Requirements Gathering, Risk Management, Software Documentation, Microsoft Excel, Microsoft Office
Education
University of Pittsburgh 2002 — 2006
Bachelor of Arts, Finance, Economics
Nancy Freehafer Nancy Freehafer's Mergent, Inc. Experience February 2007 - May 2007
Job Compliance Analyst and NERC CIP Lead
Industry Utilities
Experience
Duke Energy Corporation November 2011 - Present
Duke Energy May 2009 - November 2011
Wachovia May 2007 - August 2008
Mergent, Inc. February 2007 - May 2007
RR Donnelley January 2007 - February 2007
Wachovia February 2006 - November 2006
Microsoft March 2002 - January 2006
Microsoft April 2000 - March 2002
Microsoft May 1999 - April 2000
Microsoft September 1998 - May 1999
Skills
Analysis, Software Documentation, Technical Writing, Visio, Security, Program Management, Process Improvement, Quality Assurance, FrameMaker, SharePoint, Project Management, Cross-functional Team..., Databases, Content Management, Training, Business Analysis, Management
Education
The College of Wooster 1972 — 1976
BA, Sociology
The College of Wooster 1972 — 1976
The College of Wooster 1972 — 1976
Duke Energy Corporation November 2011 - Present
Duke Energy May 2009 - November 2011
Wachovia May 2007 - August 2008
Mergent, Inc. February 2007 - May 2007
RR Donnelley January 2007 - February 2007
Wachovia February 2006 - November 2006
Microsoft March 2002 - January 2006
Microsoft April 2000 - March 2002
Microsoft May 1999 - April 2000
Microsoft September 1998 - May 1999
Skills
Analysis, Software Documentation, Technical Writing, Visio, Security, Program Management, Process Improvement, Quality Assurance, FrameMaker, SharePoint, Project Management, Cross-functional Team..., Databases, Content Management, Training, Business Analysis, Management
Education
The College of Wooster 1972 — 1976
BA, Sociology
The College of Wooster 1972 — 1976
The College of Wooster 1972 — 1976
Chris Redmond Chris Redmond's Mergent, Inc. Experience June 2006 - May 2010
Job Lead Unix Engineer at TIAACREF
Industry Financial Services
Experience
TIAA-CREF January 2015 - Present
TIAA-CREF December 2011 - Present
TTI of USA August 2010 - December 2011
Wellsfargo May 2010 - August 2010
Mergent, Inc June 2006 - May 2010
JHU Applied Physics Labortory May 2001 - June 2006
Band, Lavis & Associates September 1990 - September 2001
CDI Marine September 1990 - September 2001
Skills
Xen, Fedora, Red Hat Linux, VMware, Shell Scripting, Solaris, Windows Server, RedHat, Linux, Troubleshooting, Apache, DNS, Operating Systems, Disaster Recovery, VMware ESX, Virtualization, Unix, Security, Data Center, SAN, IT Solutions
Education
Florida Institute of Technology 1987 — 2002
BS, Ocean Engineering
TIAA-CREF January 2015 - Present
TIAA-CREF December 2011 - Present
TTI of USA August 2010 - December 2011
Wellsfargo May 2010 - August 2010
Mergent, Inc June 2006 - May 2010
JHU Applied Physics Labortory May 2001 - June 2006
Band, Lavis & Associates September 1990 - September 2001
CDI Marine September 1990 - September 2001
Skills
Xen, Fedora, Red Hat Linux, VMware, Shell Scripting, Solaris, Windows Server, RedHat, Linux, Troubleshooting, Apache, DNS, Operating Systems, Disaster Recovery, VMware ESX, Virtualization, Unix, Security, Data Center, SAN, IT Solutions
Education
Florida Institute of Technology 1987 — 2002
BS, Ocean Engineering
Alan Duggan Alan Duggan's Mergent, Inc. Experience June 2005 - Present
Job Associate Director Fixed Income at Mergent, Inc.
Industry Financial Services
Experience
Mergent, Inc. June 2005 - Present
CP Benefit Services, Inc. August 2004 - June 2005
Skills
Securities, Financial Analysis, Fixed Income, Access, Data Analysis, Strategic Planning, Wealth Management, Accounting, Investment Banking, Program Management, Financial Markets, Financial Modeling, Banking, Hedge Funds, SQL, Capital Markets, Project Management, Customer Service, Corporate Finance, Bloomberg, SDLC, Databases, Equities, Risk Management, Microsoft Office, Marketing, Finance, Forecasting, Budgets, Mutual Funds, Strategic Financial..., Vendor Management, Economics, Analysis, Research, Credit, Financial Reporting, Microsoft Excel, Portfolio Management, Management, ETFs, Trading, Management Consulting, Training, Business Planning, Business Strategy, CDS, PowerPoint, Investments, Process Improvement
Education
Queens University of Charlotte 2000 — 2004
B.A., Business/Marketing
Mergent, Inc. June 2005 - Present
CP Benefit Services, Inc. August 2004 - June 2005
Skills
Securities, Financial Analysis, Fixed Income, Access, Data Analysis, Strategic Planning, Wealth Management, Accounting, Investment Banking, Program Management, Financial Markets, Financial Modeling, Banking, Hedge Funds, SQL, Capital Markets, Project Management, Customer Service, Corporate Finance, Bloomberg, SDLC, Databases, Equities, Risk Management, Microsoft Office, Marketing, Finance, Forecasting, Budgets, Mutual Funds, Strategic Financial..., Vendor Management, Economics, Analysis, Research, Credit, Financial Reporting, Microsoft Excel, Portfolio Management, Management, ETFs, Trading, Management Consulting, Training, Business Planning, Business Strategy, CDS, PowerPoint, Investments, Process Improvement
Education
Queens University of Charlotte 2000 — 2004
B.A., Business/Marketing
Michelle Swartzentruber's Mergent, Inc. Experience July 2000 - December 2000
Job Senior Research Analyst at Morningstar Inc
Industry Research
Experience
Morningstar Inc September 2012 - Present
Morningstar Inc August 2006 - September 2012
Morningstar Inc August 2004 - July 2006
Cole Taylor Bank June 2002 - July 2004
Kemper Technology Services April 2001 - May 2002
Mergent Inc July 2000 - December 2000
Skills
Six Sigma, Access, Equity Research, Equities, SQL, Quality Assurance, Data Analysis, Management, Asset Management
Education
DePaul University 2012 — 2015
Master of Business Administration (MBA), Finance
Carnegie Mellon University 1993 — 1997
BS, Policy and Management
Morningstar Inc September 2012 - Present
Morningstar Inc August 2006 - September 2012
Morningstar Inc August 2004 - July 2006
Cole Taylor Bank June 2002 - July 2004
Kemper Technology Services April 2001 - May 2002
Mergent Inc July 2000 - December 2000
Skills
Six Sigma, Access, Equity Research, Equities, SQL, Quality Assurance, Data Analysis, Management, Asset Management
Education
DePaul University 2012 — 2015
Master of Business Administration (MBA), Finance
Carnegie Mellon University 1993 — 1997
BS, Policy and Management
Joseph Holihan's Mergent, Inc. Experience December 1998 - July 2001
Job CEO at GFNN, Inc.
Industry Information Services
Experience
GFNN, Inc. January 2013 - Present
Market Consulting August 2001 - December 2012
Mergent, Inc. December 1998 - July 2001
Multex June 1994 - April 1996
Disclosure Inc. October 1992 - May 1994
Moody's Investors Service July 1990 - October 1992
Market Guide November 1988 - July 1990
Muller & Company 1981 - 1988
Skills
CRM, Business Development, Management, Market Research, Strategic Planning, Executive Management, Product Development, Marketing, Product Management, Market Analysis, Finance, Business Intelligence, Budgets, Management Consulting, Strategy
Education
Cornell University 1977 — 1981
BS, Business Management & Finance
GFNN, Inc. January 2013 - Present
Market Consulting August 2001 - December 2012
Mergent, Inc. December 1998 - July 2001
Multex June 1994 - April 1996
Disclosure Inc. October 1992 - May 1994
Moody's Investors Service July 1990 - October 1992
Market Guide November 1988 - July 1990
Muller & Company 1981 - 1988
Skills
CRM, Business Development, Management, Market Research, Strategic Planning, Executive Management, Product Development, Marketing, Product Management, Market Analysis, Finance, Business Intelligence, Budgets, Management Consulting, Strategy
Education
Cornell University 1977 — 1981
BS, Business Management & Finance
Charles Pattrell's Mergent, Inc. Experience 1992 - 1996
Job Strategic Account Manager at Data Reduction Systems
Industry Information Technology and Services
Experience
Data Reduction Systems January 2012 - Present
Keystone Fire Protection, Inc. March 2011 - January 2012
Communications Systems Inc. February 2009 - March 2011
Advanced Automation January 2007 - December 2008
CompuPharma 2002 - 2007
Pathlore Software 1998 - 2001
FARO Technologies, Inc. 1998 - 1999
FARO Technologies, Inc. 1998 - 1999
FARO Technologies, Inc. 1998 - 1999
Mergent Inc 1992 - 1996
Skills
Business Process, Account Management, FDA, Marketing, Professional Services, Marketing Strategy, Sales Process, Direct Sales, Microsoft Office, Team Leadership, CRM, Sales, Manufacturing, Document Management, Sales Force Development, Product Marketing, Sales Management, Program Management, Lead Generation, Proposal Writing, Contract Negotiation, Project Management, Strategic Partnerships, Visio, Customer Service, Pharmaceutical Industry, Strategic Planning, Cross-functional Team..., Sales Operations, Microsoft Excel, Team Building, Selling, Customer Satisfaction, Management, Leadership, Salesforce.com, Strategy, Key Account Management, Training, Solution Selling, Cold Calling, Enterprise Software, B2B
Education
University of Connecticut 1982 — 1987
BA, Industrial Psychology, Consumer Behavior
William H Hall High School 1979 — 1982
General Studies, General studies
Smith School
Smith School
Smith School
Data Reduction Systems January 2012 - Present
Keystone Fire Protection, Inc. March 2011 - January 2012
Communications Systems Inc. February 2009 - March 2011
Advanced Automation January 2007 - December 2008
CompuPharma 2002 - 2007
Pathlore Software 1998 - 2001
FARO Technologies, Inc. 1998 - 1999
FARO Technologies, Inc. 1998 - 1999
FARO Technologies, Inc. 1998 - 1999
Mergent Inc 1992 - 1996
Skills
Business Process, Account Management, FDA, Marketing, Professional Services, Marketing Strategy, Sales Process, Direct Sales, Microsoft Office, Team Leadership, CRM, Sales, Manufacturing, Document Management, Sales Force Development, Product Marketing, Sales Management, Program Management, Lead Generation, Proposal Writing, Contract Negotiation, Project Management, Strategic Partnerships, Visio, Customer Service, Pharmaceutical Industry, Strategic Planning, Cross-functional Team..., Sales Operations, Microsoft Excel, Team Building, Selling, Customer Satisfaction, Management, Leadership, Salesforce.com, Strategy, Key Account Management, Training, Solution Selling, Cold Calling, Enterprise Software, B2B
Education
University of Connecticut 1982 — 1987
BA, Industrial Psychology, Consumer Behavior
William H Hall High School 1979 — 1982
General Studies, General studies
Smith School
Smith School
Smith School
Neel Gandhi's Mergent, Inc. Experience January 2003 - April 2007
Job Director, Product Management at Mergent, Inc.
Industry Financial Services
Experience
Mergent February 2011 - Present
Mergent, Inc. January 2003 - April 2007
Skills
Product Management, Product Development, Business Development, Management, Marketing Communications, Budgets, Sales, Project Management
Education
University of North Carolina at Charlotte - Belk College of Business 2004 — 2008
Master of Business Administration (M.B.A.)
University of North Carolina at Charlotte - Belk College of Business 1997 — 1999
MIS and Marketing
East Carolina University 1995 — 1997
Mergent February 2011 - Present
Mergent, Inc. January 2003 - April 2007
Skills
Product Management, Product Development, Business Development, Management, Marketing Communications, Budgets, Sales, Project Management
Education
University of North Carolina at Charlotte - Belk College of Business 2004 — 2008
Master of Business Administration (M.B.A.)
University of North Carolina at Charlotte - Belk College of Business 1997 — 1999
MIS and Marketing
East Carolina University 1995 — 1997
Tamara Steinberger-Deuel's Mergent, Inc. Experience July 2009 - March 2012
Job Business Development Specialist
Industry Automotive
Experience
Daimler Trucks North America March 2012 - Present
Mergent, Inc. July 2009 - March 2012
Indxis, Ltd. July 2009 - March 2012
BMW AG June 2007 - November 2007
Volkswagen of America April 2006 - April 2007
Skills
Change Management, Project Management, Analysis, Research, Business Process..., Budgets, Business Development, Competitive Analysis, Customer Service, Cross-functional Team..., Leadership, Management, Marketing, Organizational..., Project Planning, Strategic Planning, Visio, Program Management, Leadership Development, Strategy
Education
Queens University of Charlotte 2011 — 2014
Master of Business Administration (M.B.A.), Focus on Organizational Development
Queens University of Charlotte 2008 — 2010
BA, Business Administration
Daimler Trucks North America March 2012 - Present
Mergent, Inc. July 2009 - March 2012
Indxis, Ltd. July 2009 - March 2012
BMW AG June 2007 - November 2007
Volkswagen of America April 2006 - April 2007
Skills
Change Management, Project Management, Analysis, Research, Business Process..., Budgets, Business Development, Competitive Analysis, Customer Service, Cross-functional Team..., Leadership, Management, Marketing, Organizational..., Project Planning, Strategic Planning, Visio, Program Management, Leadership Development, Strategy
Education
Queens University of Charlotte 2011 — 2014
Master of Business Administration (M.B.A.), Focus on Organizational Development
Queens University of Charlotte 2008 — 2010
BA, Business Administration
Walter Lipman's Mergent, Inc. Experience 2003 - 2007
Job Manager, Taxable Pricing at Moody's Evaluations, Inc.
Industry Financial Services
Experience
Moody's January 2008 - November 2009
Moodys Corporation 2008 - 2009
Mergent, Inc. 2003 - 2007
Merrill Lynch 1998 - 2001
Skills
Fixed Income, Bloomberg, Bonds, Equities, Financial Markets, Hedge Funds, CDS, Trading, Finance, Capital Markets, Financial Analysis, Securities, Trading Systems, Financial Modeling, Asset Managment, Portfolio Management, Market Data
Education
Spring Valley Senior High School 1972 — 1972
Hamilton College
A.B., Economics
Moody's January 2008 - November 2009
Moodys Corporation 2008 - 2009
Mergent, Inc. 2003 - 2007
Merrill Lynch 1998 - 2001
Skills
Fixed Income, Bloomberg, Bonds, Equities, Financial Markets, Hedge Funds, CDS, Trading, Finance, Capital Markets, Financial Analysis, Securities, Trading Systems, Financial Modeling, Asset Managment, Portfolio Management, Market Data
Education
Spring Valley Senior High School 1972 — 1972
Hamilton College
A.B., Economics
Jean Dugan's Mergent, Inc. Experience 2006 - September 2010
Job at IHS Herold
Industry Information Services
Experience
IHS Herold September 2010 - Present
Mergent, Inc. 2006 - September 2010
TD Waterhouse 2003 - 2005
Oxford Metrica 2002 - 2003
Crain Communications 1997 - 2002
Capital Cities/ABC 1997 - 1997
CSFB 1992 - 1997
CBS, Inc 1990 - 1991
Education
Webster University 1988 — 1990
MBA, International Finance
Rutgers University-New Brunswick 1980 — 1984
BA, Economics, English
IHS Herold September 2010 - Present
Mergent, Inc. 2006 - September 2010
TD Waterhouse 2003 - 2005
Oxford Metrica 2002 - 2003
Crain Communications 1997 - 2002
Capital Cities/ABC 1997 - 1997
CSFB 1992 - 1997
CBS, Inc 1990 - 1991
Education
Webster University 1988 — 1990
MBA, International Finance
Rutgers University-New Brunswick 1980 — 1984
BA, Economics, English
Sarah Gabler's Mergent, Inc. Experience 1999 - 2004
Job Account Executive at IW Financial
Industry Information Services
Experience
IW Financial January 2012 - Present
GMI (GovernanceMetrics International) August 2007 - December 2011
Hemscott/ Bigdough 2004 - 2007
Mergent, Inc. 1999 - 2004
Education
Drew University 1974 — 1980
IW Financial January 2012 - Present
GMI (GovernanceMetrics International) August 2007 - December 2011
Hemscott/ Bigdough 2004 - 2007
Mergent, Inc. 1999 - 2004
Education
Drew University 1974 — 1980
Alex Kostko's Mergent, Inc. Experience September 2004 - January 2006
Job Associate at JP Morgan
Industry Investment Banking
Experience
JP Morgan May 2010 - Present
J.P. Morgan April 2007 - April 2010
Standard & Poor's January 2006 - April 2007
Mergent, Inc. September 2004 - January 2006
Skills
Equity Derivatives, CDS, Risk Management, Market Risk, Credit Derivatives, Trading, Derivatives, Bonds, Options, Portfolio Management, Commodity, Swaps, Middle Office, Equities, Securities
Education
Pace University - Lubin School of Business 2000 — 2004
Bachelor of Business Administration, Finance/Management Science
JP Morgan May 2010 - Present
J.P. Morgan April 2007 - April 2010
Standard & Poor's January 2006 - April 2007
Mergent, Inc. September 2004 - January 2006
Skills
Equity Derivatives, CDS, Risk Management, Market Risk, Credit Derivatives, Trading, Derivatives, Bonds, Options, Portfolio Management, Commodity, Swaps, Middle Office, Equities, Securities
Education
Pace University - Lubin School of Business 2000 — 2004
Bachelor of Business Administration, Finance/Management Science
Alicia C Suarez's Mergent, Inc. Experience 1999 - 2002
Job Director of Credit & Collections at ION Media Networks
Industry Broadcast Media
Experience
ION Media Networks October 2004 - Present
Rainbow Property Management 2002 - 2004
Mergent, Inc. 1999 - 2002
El Diario la Prensa 1989 - 1999
Hertz Car Leasing 1983 - 1986
Skills
Financial Analysis, Business Analysis, Data Analysis, Loans, Budgets, Shared Services, Assets Recovery, Cash Management, Customer Service, Financial Reporting, Invoicing, Accounts Receivable, Accounting, Credit, Finance, Accounts Payable, Account Reconciliation, Negotiation, Credit Risk, Executive Management, Credit Analysis, Risk Management, Management, Team Building, Sarbanes-Oxley Act, Forecasting, Process Improvement, Managerial Finance, Credit Management, Cash Flow, Mergers & Acquisitions, Corporate Finance, Internal Controls, Analysis, Variance Analysis, Hyperion Enterprise, Cash Flow Forecasting, Financial Modeling, Strategic Financial..., Due Diligence, Auditing, SAP, General Ledger, Business Planning, Credit Scoring, Business Process..., Access, Financial Statement..., Leadership, Operations Management
Education
Manhattan College
Business
ION Media Networks October 2004 - Present
Rainbow Property Management 2002 - 2004
Mergent, Inc. 1999 - 2002
El Diario la Prensa 1989 - 1999
Hertz Car Leasing 1983 - 1986
Skills
Financial Analysis, Business Analysis, Data Analysis, Loans, Budgets, Shared Services, Assets Recovery, Cash Management, Customer Service, Financial Reporting, Invoicing, Accounts Receivable, Accounting, Credit, Finance, Accounts Payable, Account Reconciliation, Negotiation, Credit Risk, Executive Management, Credit Analysis, Risk Management, Management, Team Building, Sarbanes-Oxley Act, Forecasting, Process Improvement, Managerial Finance, Credit Management, Cash Flow, Mergers & Acquisitions, Corporate Finance, Internal Controls, Analysis, Variance Analysis, Hyperion Enterprise, Cash Flow Forecasting, Financial Modeling, Strategic Financial..., Due Diligence, Auditing, SAP, General Ledger, Business Planning, Credit Scoring, Business Process..., Access, Financial Statement..., Leadership, Operations Management
Education
Manhattan College
Business
Eric Leaf's Mergent, Inc. Experience February 1999 - November 2002
Job President at Leaf Consulting, Inc
Industry Consumer Services
Experience
Leaf Consulting, Inc 2012 - Present
Economic Advantages Corporation November 2004 - 2012
UTi Worldwide Inc. March 2004 - November 2004
Eric B. Leaf, CPA November 2002 - March 2004
Mergent, Inc. February 1999 - November 2002
News America Marketing August 1993 - February 1999
Reed Elsevier August 1987 - August 1993
PKF,LLP October 1984 - August 1987
Skills
CPA, Financial Analysis, Accounting, Financial Reporting, Forecasting, Mergers, Budgets, Financial Modeling, Finance, Managerial Finance, Strategic Planning, Cash Management, Corporate Finance, Strategic Financial..., Cash Flow, Business Planning, Due Diligence, Internal Controls, Business Strategy, Start-ups, Microsoft Excel, Investments
Education
LIU Post 1998 — 2003
Masters, Finance
Long Island University, C.W. Post Campus 1977 — 1980
Bachelor's degree, Accounting
Leaf Consulting, Inc 2012 - Present
Economic Advantages Corporation November 2004 - 2012
UTi Worldwide Inc. March 2004 - November 2004
Eric B. Leaf, CPA November 2002 - March 2004
Mergent, Inc. February 1999 - November 2002
News America Marketing August 1993 - February 1999
Reed Elsevier August 1987 - August 1993
PKF,LLP October 1984 - August 1987
Skills
CPA, Financial Analysis, Accounting, Financial Reporting, Forecasting, Mergers, Budgets, Financial Modeling, Finance, Managerial Finance, Strategic Planning, Cash Management, Corporate Finance, Strategic Financial..., Cash Flow, Business Planning, Due Diligence, Internal Controls, Business Strategy, Start-ups, Microsoft Excel, Investments
Education
LIU Post 1998 — 2003
Masters, Finance
Long Island University, C.W. Post Campus 1977 — 1980
Bachelor's degree, Accounting
Carlisle Rice Jr.'s Mergent, Inc. Experience July 2006 - June 2008
Job Web Content Manager at Punching The Walls of Reality
Industry Information Technology and Services
Experience
Punching The Walls of Reality July 2011 - Present
Travis County Sheriff’s Office October 2008 - Present
Austin Independent School District June 2013 - August 2013
Harte Hanks August 2008 - October 2010
Mergent, Inc. July 2006 - June 2008
Skills
A+ Certified, Microsoft Office, Writing, HTML, CSS, Javas, Final Cut Pro, Adobe Photoshop, Audacity, Drupal, Joomla, Weebly, WordPress, Editing
Education
University of North Carolina at Charlotte 2002 — 2006
BSBA, International Business
Punching The Walls of Reality July 2011 - Present
Travis County Sheriff’s Office October 2008 - Present
Austin Independent School District June 2013 - August 2013
Harte Hanks August 2008 - October 2010
Mergent, Inc. July 2006 - June 2008
Skills
A+ Certified, Microsoft Office, Writing, HTML, CSS, Javas, Final Cut Pro, Adobe Photoshop, Audacity, Drupal, Joomla, Weebly, WordPress, Editing
Education
University of North Carolina at Charlotte 2002 — 2006
BSBA, International Business
Trey Williams's Mergent, Inc. Experience 1997 - 2002
Job Development Director at The Integral Group
Industry Real Estate
Experience
The Integral Group 2004 - Present
Helen Adams Realty 2002 - 2003
Mergent, Inc. 1997 - 2002
Moodys Investor Services 1994 - 1997
Skills
Real Estate, Budgets, Asset Managment, Leases, Sales, Management, Real Estate Development, Business Strategy, Property Management, Marketing, Affordable Housing, Strategic Planning, Asset Management, Training, Disposition, Tax Credits, Real Estate Economics, Apartments, Finance
Education
University of South Carolina - Darla Moore School of Business 1990 — 1992
MIBS, International Business
University of South Carolina-Columbia 1984 — 1989
B. M., Music Education
The Integral Group 2004 - Present
Helen Adams Realty 2002 - 2003
Mergent, Inc. 1997 - 2002
Moodys Investor Services 1994 - 1997
Skills
Real Estate, Budgets, Asset Managment, Leases, Sales, Management, Real Estate Development, Business Strategy, Property Management, Marketing, Affordable Housing, Strategic Planning, Asset Management, Training, Disposition, Tax Credits, Real Estate Economics, Apartments, Finance
Education
University of South Carolina - Darla Moore School of Business 1990 — 1992
MIBS, International Business
University of South Carolina-Columbia 1984 — 1989
B. M., Music Education
Rich Dee's Mergent, Inc. Experience July 1992 - August 2006
Job Owner, PostNet
Industry Printing
Experience
PostNet August 2006 - Present
Mergent, Inc. July 1992 - August 2006
Skills
Graphic Design, Direct Mail, Scanners, Strategic Planning, Digital Printing, Posters, Wide Format Printing, Sales, Marketing, Offset Printing, Graphics, Adobe Creative Suite, Advertising, Banners, Account Management, Fax, Variable Data Printing, Brochures, Signs, Labels, Print Management, Corporate Gifts
Education
University of North Carolina at Wilmington 1987 — 1990
BA-Business Administration, Finance
PostNet August 2006 - Present
Mergent, Inc. July 1992 - August 2006
Skills
Graphic Design, Direct Mail, Scanners, Strategic Planning, Digital Printing, Posters, Wide Format Printing, Sales, Marketing, Offset Printing, Graphics, Adobe Creative Suite, Advertising, Banners, Account Management, Fax, Variable Data Printing, Brochures, Signs, Labels, Print Management, Corporate Gifts
Education
University of North Carolina at Wilmington 1987 — 1990
BA-Business Administration, Finance
Kevin Heckert's Mergent, Inc. Experience 2003 - 2006
Job Director of Index Services at Zacks Investment Management
Industry Financial Services
Experience
Zacks Investment Management 2013 - Present
Indxis, Ltd. 2006 - 2013
Mergent, Inc. 2003 - 2006
Mergent, Inc. 2000 - 2003
Mergent, Inc. 1995 - 2000
Moody's Investors Service 1992 - 1995
Moody's Investors Service 1989 - 1992
Merrill Lynch 1988 - 1989
Skills
Investment Portfolio..., Model Portfolios, Backtesting, Product Development, Portfolio Performance..., Modern Portfolio Theory, Competitive Analysis, Project Management, Team Leadership, Strategic Planning, Increase Productivity, Brand Awareness, Equity Research, ETFs, Equities, Fixed Income, Mutual Funds, Securities, Investments, Portfolio Management, Financial Markets, Capital Markets, Quantitative Analytics, Bonds, Product Design, Data Warehousing, Database Design, Product Launch, Identifying New..., Software Development, Customer Support, Contract Negotiation, Microsoft Excel, Microsoft Word, PowerPoint, Financial Services, Investment Strategies, Commodity
Education
Pace University - Lubin School of Business
BBA, Business Management, Finance
Zacks Investment Management 2013 - Present
Indxis, Ltd. 2006 - 2013
Mergent, Inc. 2003 - 2006
Mergent, Inc. 2000 - 2003
Mergent, Inc. 1995 - 2000
Moody's Investors Service 1992 - 1995
Moody's Investors Service 1989 - 1992
Merrill Lynch 1988 - 1989
Skills
Investment Portfolio..., Model Portfolios, Backtesting, Product Development, Portfolio Performance..., Modern Portfolio Theory, Competitive Analysis, Project Management, Team Leadership, Strategic Planning, Increase Productivity, Brand Awareness, Equity Research, ETFs, Equities, Fixed Income, Mutual Funds, Securities, Investments, Portfolio Management, Financial Markets, Capital Markets, Quantitative Analytics, Bonds, Product Design, Data Warehousing, Database Design, Product Launch, Identifying New..., Software Development, Customer Support, Contract Negotiation, Microsoft Excel, Microsoft Word, PowerPoint, Financial Services, Investment Strategies, Commodity
Education
Pace University - Lubin School of Business
BBA, Business Management, Finance
Chris Meidenbauer, CPA's Mergent, Inc. Experience January 2007 - September 2008
Job Group Controller The PBE Group
Industry Accounting
Experience
The PBE Group March 2015 - Present
Electrolux North America November 2013 - February 2015
Electrolux Major Appliances May 2012 - November 2013
Electrolux Major Appliances September 2010 - May 2012
Children and Family Shared Services August 2009 - September 2010
InterCon Building Corporation October 2008 - June 2009
Mergent, Inc. January 2007 - September 2008
Mergent, Inc. January 2003 - January 2007
InterCon Building Corporation September 2000 - January 2003
Skills
Accounting, Financial Reporting, Budgeting, Financial Analysis, Forecasting, General Ledger, Excel, Reconciliation, ERP, Variance Analysis, Budgets, Management, Payroll, Account Reconciliation, Finance, Consolidation, Auditing, Accounts Payable, Access, Microsoft Excel, Analysis, Accounts Receivable, Process Improvement, Business Process..., Business Analysis, Cross-functional..., Strategic Financial..., Financial Modeling, Financial Accounting, Sarbanes-Oxley Act, Cost Accounting, CPA, Internal Controls, JD Edwards, Managerial Finance, Financial Planning, Internal Audit
Education
University of North Carolina at Charlotte 2005 — 2007
Masters, Accountancy
University of North Carolina at Charlotte 2001 — 2005
BS, Accounting
The PBE Group March 2015 - Present
Electrolux North America November 2013 - February 2015
Electrolux Major Appliances May 2012 - November 2013
Electrolux Major Appliances September 2010 - May 2012
Children and Family Shared Services August 2009 - September 2010
InterCon Building Corporation October 2008 - June 2009
Mergent, Inc. January 2007 - September 2008
Mergent, Inc. January 2003 - January 2007
InterCon Building Corporation September 2000 - January 2003
Skills
Accounting, Financial Reporting, Budgeting, Financial Analysis, Forecasting, General Ledger, Excel, Reconciliation, ERP, Variance Analysis, Budgets, Management, Payroll, Account Reconciliation, Finance, Consolidation, Auditing, Accounts Payable, Access, Microsoft Excel, Analysis, Accounts Receivable, Process Improvement, Business Process..., Business Analysis, Cross-functional..., Strategic Financial..., Financial Modeling, Financial Accounting, Sarbanes-Oxley Act, Cost Accounting, CPA, Internal Controls, JD Edwards, Managerial Finance, Financial Planning, Internal Audit
Education
University of North Carolina at Charlotte 2005 — 2007
Masters, Accountancy
University of North Carolina at Charlotte 2001 — 2005
BS, Accounting
Charley Miller, CPA's Mergent, Inc. Experience 2009 - Present
Job ★ Chief Financial Officer (CFO) ★
Industry Accounting
Experience
Mergent, Inc 2009 - Present
OneSource Services, Inc. 2005 - 2008
SIZELER PROPERTY INVESTORS INC.; 2002 - 2005
LODGIAN, INC 2000 - 2002
HQ GLOBAL WORKPLACES, INC 1997 - 2000
Various 1990 - 1997
Skills
Private Equity, Operations, Budgeting, Treasury, IPOs, Mergers, Risk Management, Internal & External..., Systems, SEC & SARBOX, Policy & Procedure..., Reporting Processes, Strategic Planning &..., Mergent, SEC filings, Finance, Accounting, Mergers & Acquisitions, Financial Reporting, Cash Management, Internal Audit, GAAP, Strategy
Education
University of Alabama at Birmingham 1975 — 1977
BS, accounting
Mergent, Inc 2009 - Present
OneSource Services, Inc. 2005 - 2008
SIZELER PROPERTY INVESTORS INC.; 2002 - 2005
LODGIAN, INC 2000 - 2002
HQ GLOBAL WORKPLACES, INC 1997 - 2000
Various 1990 - 1997
Skills
Private Equity, Operations, Budgeting, Treasury, IPOs, Mergers, Risk Management, Internal & External..., Systems, SEC & SARBOX, Policy & Procedure..., Reporting Processes, Strategic Planning &..., Mergent, SEC filings, Finance, Accounting, Mergers & Acquisitions, Financial Reporting, Cash Management, Internal Audit, GAAP, Strategy
Education
University of Alabama at Birmingham 1975 — 1977
BS, accounting
Akira Darroux's Mergent, Inc. Experience August 2005 - Present
Job Team Lead at Mergent, Inc.
Industry Financial Services
Experience
Mergent, Inc. August 2005 - Present
Education
Johnson C. Smith University - JCSU
Mergent, Inc. August 2005 - Present
Education
Johnson C. Smith University - JCSU
Tevis Vandergriff's Mergent, Inc. Experience January 2006 - Present
Job Reference Client Support Manager at Mergent, Inc.
Industry Publishing
Experience
Mergent, Inc. January 2006 - Present
USA Rugby 2005 - Present
Mt Rainier 2015 - 2015
Ryerson September 2004 - December 2005
Charlotte Pipe and Foundry 2001 - 2004
Skills
Management, Team Building, Sales, Account Management, Marketing, Salesforce.com, Customer Service, Start-ups, Training, Leadership, CRM, Negotiation, Product Development, Business Development, Sales Operations, Time Management, Social Media Marketing, Coaching
Education
Spring Hill College 1994 — 1998
BA, Public Relations and Communication Arts
Jesuit High School 1989 — 1994
Graduate
Mergent, Inc. January 2006 - Present
USA Rugby 2005 - Present
Mt Rainier 2015 - 2015
Ryerson September 2004 - December 2005
Charlotte Pipe and Foundry 2001 - 2004
Skills
Management, Team Building, Sales, Account Management, Marketing, Salesforce.com, Customer Service, Start-ups, Training, Leadership, CRM, Negotiation, Product Development, Business Development, Sales Operations, Time Management, Social Media Marketing, Coaching
Education
Spring Hill College 1994 — 1998
BA, Public Relations and Communication Arts
Jesuit High School 1989 — 1994
Graduate
Bill Lipman's Mergent, Inc. Experience 2006 - Present
Job Owner, The Communications Software Group
Industry Computer Software
Experience
Mergent, Inc. 2006 - Present
The Communications Software Group April 2002 - Present
Ford Equity Research 2001 - Present
Skills
DB Architecture, DB Design, PL/SQL, SQL, Securities, SQL Server, Product Management, Access, MySQL, Database Administration, VBA, HTML, Team Leadership, Product Development, Excel, Financial Analysis, Data Modeling, C#, Process Automation, Data Transformation, Process Integration, XML Schema, Databases, Microsoft SQL Server, Business Analysis, Linux
Education
Northwestern University 1968 — 1971
Ph.D., Mathematics
University of Oregon at Eugene 1967 — 1968
M.S., Mathematics
Mergent, Inc. 2006 - Present
The Communications Software Group April 2002 - Present
Ford Equity Research 2001 - Present
Skills
DB Architecture, DB Design, PL/SQL, SQL, Securities, SQL Server, Product Management, Access, MySQL, Database Administration, VBA, HTML, Team Leadership, Product Development, Excel, Financial Analysis, Data Modeling, C#, Process Automation, Data Transformation, Process Integration, XML Schema, Databases, Microsoft SQL Server, Business Analysis, Linux
Education
Northwestern University 1968 — 1971
Ph.D., Mathematics
University of Oregon at Eugene 1967 — 1968
M.S., Mathematics
Sheri Kerr's Mergent, Inc. Experience July 2009 - June 2011
Job Asst. Treasury Manager at Garretson Resolution Group
Industry Legal Services
Experience
Garretson Resolution Group January 2014 - Present
Garretson Resolution Group September 2012 - January 2014
Garretson Resolution Group May 2011 - September 2012
Mergent, Inc. July 2009 - June 2011
Accounting Principals April 2008 - July 2009
Skills
Outlook, Finance, Microsoft Office, Customer Service, Budgets, PowerPoint, Microsoft Excel, Microsoft Word, Accounting, Process Improvement
Education
Cleveland State University 2005 — 2007
Finance, Finance and Accounting
Garretson Resolution Group January 2014 - Present
Garretson Resolution Group September 2012 - January 2014
Garretson Resolution Group May 2011 - September 2012
Mergent, Inc. July 2009 - June 2011
Accounting Principals April 2008 - July 2009
Skills
Outlook, Finance, Microsoft Office, Customer Service, Budgets, PowerPoint, Microsoft Excel, Microsoft Word, Accounting, Process Improvement
Education
Cleveland State University 2005 — 2007
Finance, Finance and Accounting
Erica Turner McKinley's Mergent, Inc. Experience July 1998 - July 2000
Job Director at BofA Global Capital Management
Industry Investment Management
Experience
Bank of America July 2000 - Present
Mergent, Inc. July 1998 - July 2000
Moody's August 1992 - July 1998
Skills
Fixed Income, Bloomberg, Portfolio Management, Trading, Trading Systems, Compliance, Risk Management, Bonds, Analysis, Investments, Business Analysis, Securities, Asset Management, Hedge Funds, Mutual Funds
Education
University of North Carolina at Charlotte 1995 — 1997
MBA
Indiana University Bloomington 1989 — 1992
Bachelor of Arts, Economics
Bank of America July 2000 - Present
Mergent, Inc. July 1998 - July 2000
Moody's August 1992 - July 1998
Skills
Fixed Income, Bloomberg, Portfolio Management, Trading, Trading Systems, Compliance, Risk Management, Bonds, Analysis, Investments, Business Analysis, Securities, Asset Management, Hedge Funds, Mutual Funds
Education
University of North Carolina at Charlotte 1995 — 1997
MBA
Indiana University Bloomington 1989 — 1992
Bachelor of Arts, Economics
Eric Cicenia's Mergent, Inc. Experience 2002 - 2008
Job Financial Services Professional
Industry Financial Services
Kaila Johnson's Mergent, Inc. Experience October 2005 - April 2006
Job AVP, Capital Markets Middle Office at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities May 2006 - Present
Mergent, Inc. October 2005 - April 2006
Skills
Bloomberg, Investment Banking, Capital Markets, Fixed Income, Series 7, Corporate Finance, Derivatives, Financial Analysis, Structured Products, Middle Office
Education
University of North Carolina at Charlotte - Belk College of Business 2001 — 2005
Bachelor of Science, Finance & International Business
Wells Fargo Securities May 2006 - Present
Mergent, Inc. October 2005 - April 2006
Skills
Bloomberg, Investment Banking, Capital Markets, Fixed Income, Series 7, Corporate Finance, Derivatives, Financial Analysis, Structured Products, Middle Office
Education
University of North Carolina at Charlotte - Belk College of Business 2001 — 2005
Bachelor of Science, Finance & International Business
Jason Horvat's Mergent, Inc. Experience January 2011 - Present
Job Director Data Distribution at Mergent, Inc.
Industry Financial Services
Experience
Mergent, Inc. January 2011 - Present
Mergent, Inc. January 2009 - December 2010
Mergent, Inc. June 2005 - December 2008
Mergent, Inc. May 2003 - May 2005
Mergent, Inc. January 2001 - April 2003
Skills
Product Management, Vendor Relations, Competitive Analysis, Strategic Planning, Financial Analysis, Team Leadership, Securities, Data Feeds, Analysis, Management, Access, Vendor Management, Microsoft Excel, Equities, Process Improvement, Fixed Income, Forecasting, Budgets, Business Development, Finance, Product Development, Financial Modeling
Education
University of North Carolina at Charlotte - Belk College of Business 2001 — 2004
MBA, Management
University of North Carolina at Chapel Hill 1996 — 2000
BA, Economics
Mergent, Inc. January 2011 - Present
Mergent, Inc. January 2009 - December 2010
Mergent, Inc. June 2005 - December 2008
Mergent, Inc. May 2003 - May 2005
Mergent, Inc. January 2001 - April 2003
Skills
Product Management, Vendor Relations, Competitive Analysis, Strategic Planning, Financial Analysis, Team Leadership, Securities, Data Feeds, Analysis, Management, Access, Vendor Management, Microsoft Excel, Equities, Process Improvement, Fixed Income, Forecasting, Budgets, Business Development, Finance, Product Development, Financial Modeling
Education
University of North Carolina at Charlotte - Belk College of Business 2001 — 2004
MBA, Management
University of North Carolina at Chapel Hill 1996 — 2000
BA, Economics
Michelle DuPree's Mergent, Inc. Experience April 2012 - May 2014
Job Team Lead, Corporate Actions
Industry Financial Services
Experience
LPL Financial May 2014 - Present
Mergent, Inc. April 2012 - May 2014
Mergent Inc January 2000 - 2012
Skills
Analysis, Management, Market Data, Databases, Team Management, Financial Analysis, Equities, Fixed Income, Business Analysis, Risk Management, Bloomberg, Leadership, Series 99, Corporate Actions, Mutual Funds, Dividends
Education
University of North Carolina at Charlotte
Bachelor of Science in Business Administration, Management Information Systems
LPL Financial May 2014 - Present
Mergent, Inc. April 2012 - May 2014
Mergent Inc January 2000 - 2012
Skills
Analysis, Management, Market Data, Databases, Team Management, Financial Analysis, Equities, Fixed Income, Business Analysis, Risk Management, Bloomberg, Leadership, Series 99, Corporate Actions, Mutual Funds, Dividends
Education
University of North Carolina at Charlotte
Bachelor of Science in Business Administration, Management Information Systems
Shukura Clement's Mergent, Inc. Experience April 2007 - February 2010
Job Sr. Technical Analyst at Time Warner Cable
Industry Information Technology and Services
Experience
Time Warner Cable March 2013 - Present
Time Warner Cable February 2010 - March 2013
Mergent, Inc. April 2007 - February 2010
Family Dollar August 2005 - April 2007
Skills
SharePoint, Cisco Technologies, Software Documentation, Technical Support, Security, Integration, System Administration, Hardware, Software Installation, Help Desk Support, Testing, Red Hat Linux, Laptops, Printers, Network Engineering
Education
University of Phoenix 2006 — 2007
Master, Information Systems
Johnson C. Smith University - JCSU 2000 — 2004
Bachelor of Science (BS), Computer Science and Information Systems
Time Warner Cable March 2013 - Present
Time Warner Cable February 2010 - March 2013
Mergent, Inc. April 2007 - February 2010
Family Dollar August 2005 - April 2007
Skills
SharePoint, Cisco Technologies, Software Documentation, Technical Support, Security, Integration, System Administration, Hardware, Software Installation, Help Desk Support, Testing, Red Hat Linux, Laptops, Printers, Network Engineering
Education
University of Phoenix 2006 — 2007
Master, Information Systems
Johnson C. Smith University - JCSU 2000 — 2004
Bachelor of Science (BS), Computer Science and Information Systems
Matt Bream's Mergent, Inc. Experience December 1997 - March 2003
Job Paralegal at NC Department of Justice
Industry Legal Services
Experience
NC Department of Justice August 2010 - Present
Troutman Sanders, LLP June 2007 - September 2009
Mergent Inc December 1997 - March 2003
First Union Brokerage Services September 1996 - September 1997
Skills
Intellectual Property, Microsoft Office, Databases, Trademarks, Legal Writing, Litigation, Civil Litigation, Trials, Pleadings, Courts, Legal Assistance, Document Review, Litigation Support, Appeals, Corporate Law, Management, Legal Documents, Legal Research, Westlaw, LexisNexis
Education
North Carolina Central University School of Law 2012 — 2016
Duke University 2006 — 2007
Certificate, Paralegal Studies
University of North Carolina at Greensboro 1990 — 1996
Bachelor of Arts, History
NC Department of Justice August 2010 - Present
Troutman Sanders, LLP June 2007 - September 2009
Mergent Inc December 1997 - March 2003
First Union Brokerage Services September 1996 - September 1997
Skills
Intellectual Property, Microsoft Office, Databases, Trademarks, Legal Writing, Litigation, Civil Litigation, Trials, Pleadings, Courts, Legal Assistance, Document Review, Litigation Support, Appeals, Corporate Law, Management, Legal Documents, Legal Research, Westlaw, LexisNexis
Education
North Carolina Central University School of Law 2012 — 2016
Duke University 2006 — 2007
Certificate, Paralegal Studies
University of North Carolina at Greensboro 1990 — 1996
Bachelor of Arts, History
April Dollard's Mergent, Inc. Experience January 2005 - October 2005
Job Logistics and Supply Chain Professional
Industry Logistics and Supply Chain
Experience
Rock-Tenn Company January 2014 - Present
Rock-Tenn Company May 2012 - January 2014
Clean Harbors August 2010 - May 2012
Global Link Logistics March 2007 - August 2010
Global Link Logistics March 2007 - August 2008
Foodbuy, LLC January 2006 - February 2007
Mergent, Inc January 2005 - October 2005
Milliken, Milliken & Co May 2003 - August 2003
Skills
Process Improvement, Supply Chain Management, Management, Access, Operations Management, Logistics, Analysis, Microsoft Office, MS Project, Team Leadership, Finance, Process Engineering, Account Management, Continuous Improvement, Lean Manufacturing, Microsoft Excel, Manufacturing, Procurement, Project Management, Shipping, Supply Chain
Education
Capella University 2012 — 2015
PhD, Project Management
Strayer University 2006 — 2007
MBA, Project Management
Clemson University 2000 — 2004
Bachelor of Science (B.S.), Logistics, Materials, and Supply Chain Management
Rock-Tenn Company January 2014 - Present
Rock-Tenn Company May 2012 - January 2014
Clean Harbors August 2010 - May 2012
Global Link Logistics March 2007 - August 2010
Global Link Logistics March 2007 - August 2008
Foodbuy, LLC January 2006 - February 2007
Mergent, Inc January 2005 - October 2005
Milliken, Milliken & Co May 2003 - August 2003
Skills
Process Improvement, Supply Chain Management, Management, Access, Operations Management, Logistics, Analysis, Microsoft Office, MS Project, Team Leadership, Finance, Process Engineering, Account Management, Continuous Improvement, Lean Manufacturing, Microsoft Excel, Manufacturing, Procurement, Project Management, Shipping, Supply Chain
Education
Capella University 2012 — 2015
PhD, Project Management
Strayer University 2006 — 2007
MBA, Project Management
Clemson University 2000 — 2004
Bachelor of Science (B.S.), Logistics, Materials, and Supply Chain Management
Linda Yang, MHA's Mergent, Inc. Experience July 2006 - October 2007
Job Revenue Cycle BI Report Developer Epic Clarity Reporting at Duke University Health System
Industry Hospital & Health Care
Experience
Duke University Health System September 2015 - Present
Novant Health April 2012 - Present
Premier, Inc. October 2007 - April 2012
Mergent, Inc. July 2006 - October 2007
Promo Logic, LLC 2005 - 2006
Skills
EHR, Healthcare Information..., EMR, Access, Informatics, Healthcare
Education
University of Phoenix 2010 — 2011
MHA
Central Piedmont Community College 2008 — 2008
CPCC Certification, Six Sigma
North Carolina State University 2002 — 2005
BA
Duke University Health System September 2015 - Present
Novant Health April 2012 - Present
Premier, Inc. October 2007 - April 2012
Mergent, Inc. July 2006 - October 2007
Promo Logic, LLC 2005 - 2006
Skills
EHR, Healthcare Information..., EMR, Access, Informatics, Healthcare
Education
University of Phoenix 2010 — 2011
MHA
Central Piedmont Community College 2008 — 2008
CPCC Certification, Six Sigma
North Carolina State University 2002 — 2005
BA
Carol Ann Rosado's Mergent, Inc. Experience June 1997 - November 2000
Job Director, Information Technology
Industry Hospital & Health Care
Experience
NYC Health and Hospitals Corporation April 2015 - Present
NYC Health and Hospitals Corporation October 2005 - April 2015
NYC Health and Hospitals Corporation January 2003 - October 2005
NYC Health and Hospitals Corporation November 2000 - January 2003
Mergent, Inc. June 1997 - November 2000
Value Line October 1996 - May 1997
MetroPlus Health Plan May 1995 - October 1996
NYC Health and Hospitals Corporation June 1993 - May 1995
Skills
IT Management, Project Management, IT Strategy, Visio, Change Management, Integration, Data Center, SharePoint, Technology Management, EHR, IT Operations, PMP, Information Technology, Business Analysis, SDLC, ITIL, Active Directory, Business Intelligence, Program Management, Healthcare Information..., Strategic Planning, Vendor Management, HIPAA, Disaster Recovery, Process Improvement, Enterprise Architecture, Software Documentation, Microsoft Office, Network Security, Windows, Hospitals, Troubleshooting
Education
University of Phoenix
MBA, Technology Management
Monroe College
Bachelor of Business Administration (BBA), Management Information Systems and Services, Magna Cum Laude
NYC Health and Hospitals Corporation April 2015 - Present
NYC Health and Hospitals Corporation October 2005 - April 2015
NYC Health and Hospitals Corporation January 2003 - October 2005
NYC Health and Hospitals Corporation November 2000 - January 2003
Mergent, Inc. June 1997 - November 2000
Value Line October 1996 - May 1997
MetroPlus Health Plan May 1995 - October 1996
NYC Health and Hospitals Corporation June 1993 - May 1995
Skills
IT Management, Project Management, IT Strategy, Visio, Change Management, Integration, Data Center, SharePoint, Technology Management, EHR, IT Operations, PMP, Information Technology, Business Analysis, SDLC, ITIL, Active Directory, Business Intelligence, Program Management, Healthcare Information..., Strategic Planning, Vendor Management, HIPAA, Disaster Recovery, Process Improvement, Enterprise Architecture, Software Documentation, Microsoft Office, Network Security, Windows, Hospitals, Troubleshooting
Education
University of Phoenix
MBA, Technology Management
Monroe College
Bachelor of Business Administration (BBA), Management Information Systems and Services, Magna Cum Laude
Joy Desai's Mergent, Inc. Experience October 2007 - January 2009
Job Procure to Pay Manager at American Tire Distributors
Industry Automotive
Experience
American Tire Distributors September 2014 - Present
American Tire Distributors August 2013 - September 2014
BAE Systems April 2012 - August 2013
Merck March 2011 - April 2012
Hewitt Associates September 2009 - April 2011
Mergent, Inc. October 2007 - January 2009
Skills
Process Improvement, PeopleSoft, SAP, Microsoft Excel, Visio, Ariba, Financial Analysis, Leadership, Finance, Business Process..., Business Analysis, Analysis, Vendor Management, Business Process, Access, Management, Customer Service
Education
University of North Carolina at Charlotte 2002 — 2007
B.A., Political Science
University of North Carolina at Charlotte 2002 — 2007
American Tire Distributors September 2014 - Present
American Tire Distributors August 2013 - September 2014
BAE Systems April 2012 - August 2013
Merck March 2011 - April 2012
Hewitt Associates September 2009 - April 2011
Mergent, Inc. October 2007 - January 2009
Skills
Process Improvement, PeopleSoft, SAP, Microsoft Excel, Visio, Ariba, Financial Analysis, Leadership, Finance, Business Process..., Business Analysis, Analysis, Vendor Management, Business Process, Access, Management, Customer Service
Education
University of North Carolina at Charlotte 2002 — 2007
B.A., Political Science
University of North Carolina at Charlotte 2002 — 2007
Kaori Ogawa's Mergent, Inc. Experience February 2005 - March 2006
Job Japanese Translator at AirWatch LLC
Industry Translation and Localization
Experience
AirWatch LLC February 2014 - Present
AirWatch by VMware 2014 - 2015
Fallon Benefits Group March 2013 - November 2013
Nelson Mullins Riley & Scarborough LLP October 2012 - March 2013
Alston & Bird LLP May 2010 - October 2012
Sompo Japan Insurance Company of America April 2006 - April 2010
Sompo Japan Insurance Company of America 2006 - 2010
Mergent, Inc. February 2005 - March 2006
NEC Corporation of America April 2003 - April 2004
EPSON Research & Development Inc October 2000 - April 2003
Skills
GA Life & Health..., GA Property & Casualty...
Education
Monterey Institute of International Studies
MPA, International Public Administration
University of Oregon
BA, International Studies, Minor, Economics
AirWatch LLC February 2014 - Present
AirWatch by VMware 2014 - 2015
Fallon Benefits Group March 2013 - November 2013
Nelson Mullins Riley & Scarborough LLP October 2012 - March 2013
Alston & Bird LLP May 2010 - October 2012
Sompo Japan Insurance Company of America April 2006 - April 2010
Sompo Japan Insurance Company of America 2006 - 2010
Mergent, Inc. February 2005 - March 2006
NEC Corporation of America April 2003 - April 2004
EPSON Research & Development Inc October 2000 - April 2003
Skills
GA Life & Health..., GA Property & Casualty...
Education
Monterey Institute of International Studies
MPA, International Public Administration
University of Oregon
BA, International Studies, Minor, Economics
Martha Straite's Mergent, Inc. Experience 1996 - 2006
Job Student at Central Piedmont Community College
Industry Human Resources
Adam Sumislawski's Mergent, Inc. Experience July 2005 - July 2006
Job Business Analyst at Bank of America
Industry Banking
Experience
Bank of America November 2009 - Present
Wachovia, A Wells Fargo Company December 2007 - November 2009
Wachovia, A Wells Fargo Company July 2006 - December 2007
Mergent, Inc. July 2005 - July 2006
Education
Ithaca College
Business, Finance
Bank of America November 2009 - Present
Wachovia, A Wells Fargo Company December 2007 - November 2009
Wachovia, A Wells Fargo Company July 2006 - December 2007
Mergent, Inc. July 2005 - July 2006
Education
Ithaca College
Business, Finance
James Kalu's Mergent, Inc. Experience January 2011 - February 2013
Job Foreign Exchange Analyst at Bank of America
Industry Financial Services
Experience
Bank of America February 2013 - Present
Mergent, Inc. January 2011 - February 2013
MAK Associates March 2005 - January 2011
The UPS Store November 2010 - December 2010
Skills
Marketing, Microsoft Office, QuickBooks, Analytical Skills, Budget, Financial Statements, Financial Analysis, Financial Reporting, Forecasting, Accounting, Fixed Income, Equities, Account Reconciliation, General Ledger, Risk Management, Accounts Payable, Access
Education
East Carolina University 2006 — 2010
Bachelor of Science, Finance
Southeast Raleigh High School 2002 — 2006
Bank of America February 2013 - Present
Mergent, Inc. January 2011 - February 2013
MAK Associates March 2005 - January 2011
The UPS Store November 2010 - December 2010
Skills
Marketing, Microsoft Office, QuickBooks, Analytical Skills, Budget, Financial Statements, Financial Analysis, Financial Reporting, Forecasting, Accounting, Fixed Income, Equities, Account Reconciliation, General Ledger, Risk Management, Accounts Payable, Access
Education
East Carolina University 2006 — 2010
Bachelor of Science, Finance
Southeast Raleigh High School 2002 — 2006
Matt Harvie's Mergent, Inc. Experience June 2014 - July 2014
Job Market Analyst & Strategy Specialist at Conterra Ultra Broadband, LLC
Industry Telecommunications
Experience
Conterra Ultra Broadband July 2014 - Present
Mergent, Inc. June 2014 - July 2014
Mergent, Inc. April 2013 - May 2014
Mergent, Inc. July 2011 - March 2013
Skills
Microsoft Excel, PowerPoint, Data Analysis, Economics, Microsoft Office, Outlook, Access, SQL, Data Entry, Dividends, Research, Editing, Analysis, Securities, Corporate Actions, Customer Service, Financial Analysis, Social Media, Management, Social Networking, Market Research, Strategy
Education
University of South Carolina-Columbia 2006 — 2011
Bachelor of Arts, Economics
Charlotte Catholic High School 2002 — 2006
Conterra Ultra Broadband July 2014 - Present
Mergent, Inc. June 2014 - July 2014
Mergent, Inc. April 2013 - May 2014
Mergent, Inc. July 2011 - March 2013
Skills
Microsoft Excel, PowerPoint, Data Analysis, Economics, Microsoft Office, Outlook, Access, SQL, Data Entry, Dividends, Research, Editing, Analysis, Securities, Corporate Actions, Customer Service, Financial Analysis, Social Media, Management, Social Networking, Market Research, Strategy
Education
University of South Carolina-Columbia 2006 — 2011
Bachelor of Arts, Economics
Charlotte Catholic High School 2002 — 2006
Debbie Lane-Mathern's Mergent, Inc. Experience 1985 - 2001
Job OR Clinical Nurse Educator at Carolinas Healthcare System
Industry Hospital & Health Care
Experience
Carolinas Medical Center October 2011 - Present
Carolinas Healthcare System October 2004 - Present
Carolinas Medical Center January 2006 - October 2011
Silver Fox Properties August 2001 - January 2004
Mergent, Inc. 1985 - 2001
Skills
Nursing, Nursing Education, BLS, Clinical Research, Patient Safety, Inpatient, Hospitals, Healthcare Management, Healthcare, Surgery, Quality Patient Care, Medical Terminology, General Surgery, Operating Room, EHR, Pediatrics, Patient Advocacy
Education
Queens University of Charlotte
BSN, Nursing
Queens University of Charlotte
MSN, Nursing Administration
Carolinas Medical Center October 2011 - Present
Carolinas Healthcare System October 2004 - Present
Carolinas Medical Center January 2006 - October 2011
Silver Fox Properties August 2001 - January 2004
Mergent, Inc. 1985 - 2001
Skills
Nursing, Nursing Education, BLS, Clinical Research, Patient Safety, Inpatient, Hospitals, Healthcare Management, Healthcare, Surgery, Quality Patient Care, Medical Terminology, General Surgery, Operating Room, EHR, Pediatrics, Patient Advocacy
Education
Queens University of Charlotte
BSN, Nursing
Queens University of Charlotte
MSN, Nursing Administration
Kristine Qiu's Mergent, Inc. Experience April 2012 - Present
Job Regional Sales Manager at Mergent, Inc.
Industry Publishing
Experience
Mergent, Inc. April 2012 - Present
ProQuest March 2011 - March 2012
ebrary March 2009 - April 2011
Skills
Salesforce.com, Account Management
Education
Denison University 1998 — 2002
Bachelor's degree, East Asian Studies
Nanjing University 2001 — 2001
Chinese Studies
School of Oriental and African Studies, U. of London 2000 — 2000
Chinese Studies
Mergent, Inc. April 2012 - Present
ProQuest March 2011 - March 2012
ebrary March 2009 - April 2011
Skills
Salesforce.com, Account Management
Education
Denison University 1998 — 2002
Bachelor's degree, East Asian Studies
Nanjing University 2001 — 2001
Chinese Studies
School of Oriental and African Studies, U. of London 2000 — 2000
Chinese Studies
Steven Rausch's Mergent, Inc. Experience April 2013 - Present
Job Sr. Research Analyst at Mergent, Inc.
Industry Financial Services
Experience
Mergent, Inc. April 2013 - Present
Hi-Tech Machine Company August 2007 - April 2009
Skills
Microsoft Office, Research, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft SQL Server, Access
Education
Appalachian State University 2009 — 2012
Bachelor of Science in Business Administration, Economics
Mergent, Inc. April 2013 - Present
Hi-Tech Machine Company August 2007 - April 2009
Skills
Microsoft Office, Research, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft SQL Server, Access
Education
Appalachian State University 2009 — 2012
Bachelor of Science in Business Administration, Economics
Sarah Willson's Mergent, Inc. Experience March 2007 - September 2008
Job Economic Research Analyst at City of Charlotte
Industry Government Administration
Experience
City of Charlotte September 2008 - October 2013
Mergent, Inc. March 2007 - September 2008
Mergent, Inc. June 2006 - March 2007
Skills
Data Analysis, Research, Microsoft Excel, PowerPoint, Financial Analysis, Microsoft Office, Access, Microsoft Word, Budgets, Forecasting, Economics, SAS, Financial Modeling, Finance, Databases, Statistics
Education
Davidson College 2002 — 2006
Bachelor's degree, Economics and English
City of Charlotte September 2008 - October 2013
Mergent, Inc. March 2007 - September 2008
Mergent, Inc. June 2006 - March 2007
Skills
Data Analysis, Research, Microsoft Excel, PowerPoint, Financial Analysis, Microsoft Office, Access, Microsoft Word, Budgets, Forecasting, Economics, SAS, Financial Modeling, Finance, Databases, Statistics
Education
Davidson College 2002 — 2006
Bachelor's degree, Economics and English
Charlot Volny's Mergent, Inc. Experience July 1998 - Present
Job Director at Mergent, Inc.
Industry Financial Services
Experience
Mergent, Inc. July 1998 - Present
Moody's Investors Service April 1985 - July 1998
Education
Brooklyn College 1976 — 1981
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
Mergent, Inc. July 1998 - Present
Moody's Investors Service April 1985 - July 1998
Education
Brooklyn College 1976 — 1981
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
Ratana Noinara's Mergent, Inc. Experience 2012 - 2012
Job Financial Services Professional
Industry Financial Services
Experience
Mergent, Inc. 2012 - 2012
Skills
Microsoft Excel, Outlook, Microsoft Word, PowerPoint, Data Entry, 10 Key, Mutual Funds, Dividends, ADRs, Securities
Education
University of North Carolina at Charlotte 2009 — 2011
BS, Business Administration in Finance
Gaston College 2009 — 2011
Associate of Science (A.S.), Business Administration and Management, General
Mergent, Inc. 2012 - 2012
Skills
Microsoft Excel, Outlook, Microsoft Word, PowerPoint, Data Entry, 10 Key, Mutual Funds, Dividends, ADRs, Securities
Education
University of North Carolina at Charlotte 2009 — 2011
BS, Business Administration in Finance
Gaston College 2009 — 2011
Associate of Science (A.S.), Business Administration and Management, General
Deandra Phillips's Mergent, Inc. Experience February 2010 - Present
Job Operations Analyst at Mergent, Inc.
Industry Financial Services
Experience
Mergent, Inc. February 2010 - Present
Verizon Wireless January 2008 - February 2010
Spartanburg Community College January 2007 - May 2007
Duke Energy Corporation June 2005 - August 2005
Johnson C. Smith University January 2003 - April 2005
Carrier Corporation May 2004 - August 2004
Skills
Technical Support, IT Operations, Windows Server 2008, Customer Service, Microsoft Office, Operating Systems, Windows XP Pro, Windows Vista, Windows 7, Lotus Notes, TCP/IP, Symantec Backup, Windows Phone, Windows 2000, DB2, Windows NT, Backup & Restore, Tape Backup, Windows Server, Windows Server 2003
Education
Johnson C. Smith University - JCSU 2002 — 2006
Computer Science
Mergent, Inc. February 2010 - Present
Verizon Wireless January 2008 - February 2010
Spartanburg Community College January 2007 - May 2007
Duke Energy Corporation June 2005 - August 2005
Johnson C. Smith University January 2003 - April 2005
Carrier Corporation May 2004 - August 2004
Skills
Technical Support, IT Operations, Windows Server 2008, Customer Service, Microsoft Office, Operating Systems, Windows XP Pro, Windows Vista, Windows 7, Lotus Notes, TCP/IP, Symantec Backup, Windows Phone, Windows 2000, DB2, Windows NT, Backup & Restore, Tape Backup, Windows Server, Windows Server 2003
Education
Johnson C. Smith University - JCSU 2002 — 2006
Computer Science
Cathy Tsui's Mergent, Inc. Experience July 2006 - February 2007
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Bank of America March 2012 - September 2012
Duke Energy Corporation October 2010 - March 2012
Welcomemat Services February 2007 - October 2010
Mergent, Inc. July 2006 - February 2007
Skills
Data Management, Data Analysis, Reporting & Analysis, Investigation, Salesforce Administrator, HTML, Microsoft Expression, SharePoint, MapPoint, Photoshop, InDesign, Microsoft Office, Account Management
Education
University of North Carolina at Charlotte 2001 — 2005
Bachelor of Science (B.S.), Management Information Systems; Industrial Operation Management
Bank of America March 2012 - September 2012
Duke Energy Corporation October 2010 - March 2012
Welcomemat Services February 2007 - October 2010
Mergent, Inc. July 2006 - February 2007
Skills
Data Management, Data Analysis, Reporting & Analysis, Investigation, Salesforce Administrator, HTML, Microsoft Expression, SharePoint, MapPoint, Photoshop, InDesign, Microsoft Office, Account Management
Education
University of North Carolina at Charlotte 2001 — 2005
Bachelor of Science (B.S.), Management Information Systems; Industrial Operation Management
Paul Hazlett's Mergent, Inc. Experience 1996 - Present
Job
Industry
Experience
Mergent, Inc. 1996 - Present
Education
American International College 1985 — 1988
Bachelor of Business Administration (B.B.A.)
Mergent, Inc. 1996 - Present
Education
American International College 1985 — 1988
Bachelor of Business Administration (B.B.A.)
Paul Hazlett's Mergent, Inc. Experience May 1996 - Present
Job Senior Regional Sales Manager at Mergent, Inc.
Industry Financial Services
Experience
Mergent, Inc. May 1996 - Present
Education
American International College
Mergent, Inc. May 1996 - Present
Education
American International College
Marilyn Kelly's Mergent, Inc. Experience November 1992 - February 2007
Job Other
Industry Financial Services
Experience
Mergent, Inc. November 1992 - February 2007
Law Office of Stephanie Wells-Moragne February 2000 - February 2001
Skills
Secretarial Skills, Typing, Microsoft Word, Microsoft Excel, Data Entry, Clerical Skills, Customer Service, Mailroom Operations
Education
King's College 1986 — 1987
Administrative Assistant and Secretarial Science, General
Mergent, Inc. November 1992 - February 2007
Law Office of Stephanie Wells-Moragne February 2000 - February 2001
Skills
Secretarial Skills, Typing, Microsoft Word, Microsoft Excel, Data Entry, Clerical Skills, Customer Service, Mailroom Operations
Education
King's College 1986 — 1987
Administrative Assistant and Secretarial Science, General
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY