Motif Investing
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Motif Investing Employees
Auction.com June 2014 - Present
Motif Investing June 2013 - June 2014
Oracle Corporation December 2009 - May 2013
Oracle Corporation/ Hyperion Solutions February 2006 - December 2009
New York Institute of Technology September 2004 - February 2006
Fildeity Investments June 2005 - August 2005
Skills
Java, XML, Objective-C, Android, C++, JSON, JavaScript, Web Services, C, COM, PHP, iOS development, Software Development, Subversion, Mobile Applications, Agile Methodologies, REST
Education
Stanford University Graduate School of Business 2012 — 2012
Certificate, Stanford Ignite: Powering Innovation and Entrepreneurship
Stanford University 2007 — 2012
Continuing Education, Personal and Professional Development
New York Institute of Technology-Old Westbury 2004 — 2005
M.S., Computer Science
Kurukshetra University 1999 — 2003
B. Tech, Computer Science & Engineering
EPAM Systems December 2013 - Present
Motif Investing 2015 - 2015
EPAM Systems September 2012 - August 2013
EPAM Systems February 2010 - August 2012
TOA Technologies November 2008 - February 2010
Skills
Test Automation, Scrum, Selenium, Test Cases, Test Planning, UI Automation, Visual Studio, Manual Testing, C#, SQL, Bug Tracking, Specflow, Performance Testing, Black Box Testing, Subversion, Testing, Java, Windows, JUnit, Git, Eclipse, ISTQB, PHP, Unix, Test Design, NUnit, BDD, FIX, Sikuli, MSTest, Guice, JavaScript, HTML, CSS, Regression Testing
Education
UCSC Silicon Valley Extension 2014 — 2015
Certificate, Internet Programming and Development
Ukrainian Engineering Pedagogical Academy 1999 — 2004
Master's degree, Master of Electrical power engineering
MapR Technologies October 2014 - Present
The Apache Software Foundation October 2014 - Present
Motif Investing May 2014 - August 2014
University of Southern California August 2012 - May 2014
Skills
Cloud Computing, Machine Learning, Data Mining, Big Data, C/C++, Java, Distributed Systems, Linux, LaTeX, Artificial Intelligence, Python, Hadoop, Software Engineering, Matlab, C
Education
University of Southern California 2012 — 2014
Doctor of Philosophy (Dropout, Passed Screening Exam), Computer Science
University of Southern California 2012 — 2014
Master of Science (M.S.), Computer Science
National Taiwan University 2007 — 2010
Bachelor of Science (B.S.), Electrical and Electronics Engineering
Motif Investing March 2014 - Present
DF Test Services January 2013 - February 2014
Veritix (formerly Flash Seats) October 2008 - February 2011
Deem, Inc. (formerly Rearden Commerce) July 2004 - September 2008
Caliper Life Sciences October 2001 - May 2003
ValiCert August 2000 - April 2001
InsWeb Corporation August 1999 - August 2000
Infinity, A Sungard Company April 1997 - June 1999
BDM International February 1993 - April 1997
Skills
Agile Methodologies, Quality Assurance, Testing, Software Quality..., SaaS, REST, Java, Regression Testing, SQL, Test Strategy, Integration Testing, Defect Life Cycle, Test Planning, JIRA, Scalability, Python, Distributed Systems, Software Development, Integration, Web Services, Ruby, Web Applications, Cross-functional Team..., Bugzilla, WebDriver, Selenium Testing, JUnit, BDD, Quality Center, Functional Testing, Bug Tracking, Team Mentoring, Test Estimation, JavaScript, PHP, MySQL, HTML, CSS, Configuration Management, Apache, XML, PKI, Microfluidics, APIs, Git, Web Commerce, Perforce, SOAP, Manual Testing, Selenium
Education
University of Cincinnati 1990 — 1992
M.S., Mathematics
University of Cincinnati 1986 — 1990
B.A., Mathematics
Northmont High School 1982 — 1986
Self Study
Computer Programming / Test Automation
Motif Investing February 2015 - Present
Pacific Life Insurance Company October 2000 - November 2014
Skills
Financial Technology, Entrepreneurial Finance, Start-ups, Mutual Funds, ETFs, Separately Managed..., Variable Annuities, Investments, CIMA, RIA, Family Office, Consultative Sales, Long-term Care, Fixed Annuities
Education
University of San Diego 1996 — 2000
Bachelor's Degree, Business Administration - Finance Emphasis
Motif Investing August 2014 - Present
Electronic Arts (EA) February 2014 - August 2014
Netflix 2012 - 2014
eBay 2011 - 2012
eBay 2008 - 2011
Morgan Stanley 2007 - 2008
Goldman Sachs 2006 - 2006
The World Bank 2005 - 2005
Brac Bank Limited 2004 - 2004
Skills
Online Advertising, Digital Marketing, Analytics, SEM, PPC, Strategy, Display Advertising, Affiliate Marketing, E-commerce, Web Marketing, Integrated Marketing, Online Marketing, Web Analytics, Multi-channel Marketing
Education
Stanford University
BA, Economics
Motif Investing April 2014 - Present
Mosaic 2013 - 2014
Lending Club 2011 - 2013
Wells Fargo Bank, Internet Services Group 2009 - 2011
Wells Fargo Bank, Internet Services Group 2008 - 2009
Xerenet 2008 - 2008
PepsiCo 2007 - 2007
Mahindra Satyam 2007 - 2007
Fitzmaurice Companies, Inc. (Bank of America via acquisition) 2002 - 2006
U.S. Department of Labor 2001 - 2001
Skills
Strategy, Competitive Analysis, Cross-functional Team..., Marketing Strategy, Product Marketing, Product Management, Financial Modeling, Start-ups, Digital Marketing, Product Development, SEO, Marketing, Online Marketing, Project Management, Program Management, Market Analysis, Analysis, Business Development, Email Marketing, Social Media, E-commerce, Marketing Management, Business Strategy, Product Requirements, Marketing Communications, Mergers & Acquisitions, Analytics, Market Research, Segmentation, Management, Advertising, Customer Insight, Strategic Partnerships, Lead Generation, Customer Acquisition, Online Advertising, Go-to-market Strategy, Team Leadership, PPC, Social Media Marketing
Education
University of Michigan - Stephen M. Ross School of Business
MBA, Marketing, Strategy
University of Pennsylvania
BA, Political Science, History
University High School
Motif Investing June 2014 - Present
enfoTech & Consulting Inc. April 2014 - June 2014
Colfusion Project September 2012 - December 2013
National Chung Hsing University February 2011 - June 2011
National Chung Hsing University September 2009 - June 2011
National Chung Hsing University July 2009 - June 2011
Sin-Lau Medical Foundation June 2008 - September 2008
Skills
Java, Servlets, ASP.NET, ASP.NET MVC, PHP, JavaScript, CSS3, Python, C, C++, C#, MySQL, Microsoft SQL Server, Struts, jQuery, Entity Framework, HTML5, AJAX, CSS
Education
University of Pittsburgh 2012 — 2013
MS, Information Science/Studies, GPA: 3.79
National Chung Hsing University 2007 — 2011
B.B.A in Management Information Systems, GPA: 3.49
Udacity
Motif Investing June 2014 - August 2014
Cardinal Scholars October 2012 - June 2014
American Express July 2013 - August 2013
Lahmeyer International India Pvt. Ltd May 2011 - June 2011
Indigo Airlines May 2010 - June 2010
Skills
C++, Java, Ruby on Rails, Financial Analysis, HTML, CSS, Microsoft Excel, Python, Data Analysis, Risk Management
Education
Stanford University 2012 — 2016
Vasant Valley School 1999 — 2012
Grilled Cheese Marketing April 2015 - Present
1 Million Cups Organizer May 2015 - September 2015
Motif Investing September 2011 - April 2015
Social Plaza June 2010 - August 2011
Charles Schwab September 2008 - August 2011
T. Rowe Price November 2007 - September 2008
T. Rowe Price August 2007 - September 2008
T. Rowe Price June 2006 - September 2008
T. Rowe Price November 2005 - November 2007
Heritage College & Heritage Institute February 2005 - September 2005
Skills
Investment Management, Entrepreneur, Series 7, Social Media Marketing, Customer Experience, Customer Acquisition, Sales, Marketing, CRM, New Business Development, Entrepreneurship, Portfolio Management, Analysis, Management, Social Media, Financial Services, Finance, Investments, Start-ups, Risk Management, Strategy, Mutual Funds, Project Management, Strategic Financial..., Financial Analysis, Strategic Partnerships, Leadership, Relationship Management, Retirement Planning, Retirement, Analytics
Education
Capella University 2005 — 2008
2008 Master of Business Administration, Finance
Colorado State University 2000 — 2004
Bachelor of Science, Resort and Restaurant Management
Motif Investing September 2014 - Present
Charles Schwab January 1999 - August 2014
Skills
Series 7, Series 63, Series 9, Series 10, Securities, Financial Services, Mutual Funds, Process Improvement, Asset Management, Fixed Income, Risk Management, Event Planning, FINRA
Education
Arizona State University 1993 — 1997
Bachelor of Science (B.S.), Purchasing and Logistics Management
McClintock High School 1988 — 1992
Motif Investing May 2015 - Present
Microsoft October 2009 - November 2014
Microsoft July 2008 - March 2010
Microsoft September 2004 - September 2007
Microsoft March 2002 - September 2004
Microsoft February 2000 - February 2002
Microsoft February 1998 - January 2000
Microsoft August 1996 - February 1998
Southern Company June 1995 - May 1996
ExxonMobil July 1985 - July 1994
Skills
Business Strategy, Business Analysis, Operational Excellence, Strategic Planning, Finance, Business Development, Cross-functional Team..., Strategy, Management, Mergers & Acquisitions, Program Management, Project Planning, Budgets, Marketing, Accounting, Account Management, Deal Structures, Start-ups, Leadership, Business Intelligence
Education
University of Pennsylvania - The Wharton School
MBA, Finance
Wheaton College
BS, Chemistry
Freeport High School, Freeport Bahamas
Motif Investing March 2015 - Present
AliveCor, Inc. October 2014 - December 2014
California State University, Sacramento August 2012 - September 2014
eLearning, CSU Sacramento August 2012 - September 2014
DTL / Mori Seiki May 2013 - August 2013
Skills
Java, C++, Eclipse, MySQL, C, JavaScript, JSP, Hibernate, Java Enterprise Edition, Objective-C, Python, Software Testing, HTML, XML, Spring Framework, Struts, Spring, Data Structures, Xcode, Unix, J2EE, Struts2, Git, JIRA, Test Automation, Test Planning, SQL, Mobile Testing, Black Box Testing, JUnit
Education
California State University-Sacramento 2012 — 2014
Master of Science (M.S.), Computer Science
D.Y.Patil College of Engineering & Technology 2006 — 2011
Bachelor of Engineering (B.E.), Computer Science and Engineering
New Model English School, Kolhapur 1992 — 2005
Motif Investing August 2014 - Present
TIBCO Software Inc. July 2013 - July 2014
Morgan Stanley January 2012 - December 2012
Morgan Stanley January 2010 - December 2011
Morgan Stanley November 2008 - December 2009
Lehman Brothers July 2006 - November 2008
Skills
TIBCO, Fixed Income, Derivatives, JMS, Core Java, Spring, Hibernate, Weblogic, FX Options, SDLC, Options, Unix, Java Enterprise Edition, Spring Framework, WebLogic, Requirements Analysis, Databases
Education
University of California, Davis - Graduate School of Management 2013 — 2016
Master of Business Administration (MBA)
Vivekanand Education Society's Institute of Technology 2002 — 2006
B.E., Computers
Kendriya Vidyalaya (CBSE) 1997 — 2002
Bachelor's degree, Science
Motif Investing June 2015 - Present
ticular - strategies for success September 2007 - June 2015
Wells Fargo 2015 - 2015
Franklin Templeton Investments 2014 - 2014
Cornerstone Research 2013 - 2013
BlackRock iShares 2012 - 2012
Mediabistro 2010 - 2012
Bloomberg 2008 - 2009
Source Media 2005 - 2007
CBS MarketWatch 2004 - 2005
Skills
Copy Editing, SEO, Editorial, Social Media, Newsletters, Editing, YouTube, Storytelling, Marketing Communications, Content Management, Journalism, New Media, Social Networking, Facebook Marketing, Corporate Communications, Digital Media, Social Media Measurement, SEO copywriting, Internet Strategy, Breaking News, SEM, Dreamweaver, Integrated Marketing..., QuarkXPress, Business, Hootsuite, AP Style, LinkedIn, Facebook Fan Page..., Custom Facebook Pages, Quora, Google+, CSS, InDesign, Spanish, Mobile Strategy, Small Business Marketing, Internet, Radian6, Adobe Creative Suite, Project Management, Multimedia Marketing..., Twitter, LinkedIn API, Personal Finance, Small Business, Social Entrepreneurship, E-commerce Consulting, Communications, Content Marketing
Education
Claremont Graduate University
M.A., English, 3.5
Macalester College
B.A., English and classics, with a core concentration in humanities, 3.5
Reed College
Classics and Classical Languages, Literatures, and Linguistics
The School of the Art Institute of Chicago
Bank of the West March 2015 - Present
Doyle Consulting January 2013 - January 2015
Motif Investing June 2011 - January 2013
Charles Schwab 2006 - 2010
Charles Schwab 2005 - 2006
NexTag 2003 - 2004
Nimblefish Technologies 2002 - 2003
Excite@Home 1996 - 2002
Rapp Collins Direct Marketing Worldwide 1994 - 1996
The Clorox Company 1988 - 1994
Skills
Corporate Branding, Thought Leadership, Direct Marketing, Product Marketing, Integrated Marketing, Email Marketing, Brand Strategy and..., Demand Generation, Strategic Public..., Public Relations, Strategic Partnerships, Marketing, Product Management, Marketing Communications, Strategy, Marketing Strategy, Brand Development, Start-ups, Lead Generation, SEM, Market Research, Business Development, Advertising, Multi-channel Marketing, Analytics, Market Planning, Cross-functional Team..., Customer Acquisition
Education
University of Pennsylvania - The Wharton School 1986 — 1988
MBA
University of Washington
BA
Motif Investing August 2013 - Present
Motif Investing July 2012 - August 2013
Wells Fargo Securities June 2010 - July 2012
Cal Poly Student Managed Portfolio Project September 2009 - March 2010
E/W Capital June 2009 - September 2009
Lyons & Lyons CPAs February 2008 - June 2009
Skills
Investment Banking, Mergers & Acquisitions, Valuation, Corporate Finance, Financial Modeling, Equities, Financial Accounting, Technology, Venture Capital, Portfolio Management, Due Diligence, Investment Strategies, Business Strategy, Business Development, Business Analytics, FinTech, Start-ups
Education
California Polytechnic State University-San Luis Obispo 2005 — 2010
Business Administration
Motif Investing February 2015 - Present
J.P. Morgan Asset Management September 2011 - March 2014
BlackRock December 2009 - April 2011
Barclays Global Investors August 2006 - December 2009
Wells Fargo November 2004 - July 2006
Wells Fargo March 2003 - November 2004
Charles Schwab 2002 - 2002
Wal-Mart 2000 - 2001
PlanetRx.com January 1999 - June 2000
Levi Strauss & Co. 1998 - 1998
Skills
CRM, Strategy, Management, Product Marketing, Product Management, Direct Marketing, Marketing Strategy, Marketing Communications, Competitive Analysis, Program Management, Fixed Income, Financial Advisory, Financial Services, Strategic Thinking, Corporate Branding, Talent Acquisition, Hedge Funds, B2B Marketing, Marketing, Strategic Partnerships
Education
UCLA Anderson School of Management
MBA, Marketing and Strategy
University of Pennsylvania
BA, Economics, English minor
Motif Investing January 2015 - Present
Symantec July 2011 - December 2014
Clearwell Systems June 2010 - June 2011
IBM January 2009 - April 2010
IBM January 2008 - December 2008
Scalable Network Technologies May 2007 - August 2007
University of Southern California September 2006 - August 2007
University of Southern California 2006 - 2007
IBM Global Services July 2005 - December 2005
Santa Clara University August 2003 - June 2005
Skills
Java, Eclipse, Linux, Unix, Windows, Software Development, Agile Methodologies, Java Enterprise Edition, SOA, JavaScript, Testing, Web Applications, Software Engineering, Enterprise Software, Scrum, Websphere, Databases, OOP, JDBC, Distributed Systems, Architectures, Web Services, Perl, Architecture
Education
University of Southern California 2006 — 2007
MS, Computer Science
Santa Clara University 2002 — 2005
BSC, Computer Engineer
The Shri Ram School 1994 — 2001
High School Diploma, Sciences
Motif Investing May 2015 - Present
Visa May 2011 - Present
Inlogik January 2010 - November 2010
CSL November 2008 - November 2009
Skills
Agile Methodologies, Test Automation, Test Planning, Software Quality..., Quality Center, QTP, Requirements Analysis, Testing, Web Services, Quality Assurance, Regression Testing, Selenium, Manual Testing, JIRA, User Acceptance Testing, Scrum, SDLC, XML, Test Cases, Microsoft SQL Server, Integration
Education
University of Mumbai 2005 — 2008
Bachelors of Information Technology, Information Technology
Nike March 2015 - Present
Motif Investing January 2015 - March 2015
Motif Investing January 2013 - December 2014
vFlyer.com March 2006 - December 2012
Biggerboat.com January 2006 - January 2006
UL Lafayette August 2005 - December 2005
CBIT January 2004 - July 2005
Skills
Visual Design, Interaction Design, html, css, java, Wire Framing, Front-end Coding, Photoshop, JavaScript, dhtml, jQuery, jsp, tomcat, mysql, Software Engineering, Product Management, Product Development, Java, CSS, HTML, Web Design, User Interface, User Interface Design, JSP, Tomcat, MySQL
Education
University of Louisiana at Lafayette 2004 — 2005
MS, Computer Science
University of Madras 1998 — 2002
BE, Electronics and Communications
Vikas Junior College, Guntur 1996 — 1998
High School, Mathematics, Physics, Chemistry
V.P.S Public School, Vijayawada 1984 — 1996
Middle School
Motif Investing 2014 - 2014
walmart March 2010 - September 2010
Advance Auto Parts January 2010 - September 2010
Cotecna Inspection Inc. January 2000 - March 2008
cotecna inspection colombia January 1998 - January 2000
Pfizer Pharmaceuticals May 1997 - January 1998
direccion nacional de estupefacientes March 1996 - May 1997
la previsora February 1995 - February 1996
Fiscalia General de la Nación February 1993 - February 1995
Universidad Autónoma de Manizales August 1992 - December 1992
Skills
Team Leadership, Customer Service, Programming, Management, Microsoft Office, Business Strategy, Leadership, Project Management, Strategic Planning, LAN-WAN, Business Analysis, Risk Management, Analysis, Process Improvement, Program Management, Negotiation
Education
Ashford University 2009 — 2010
master, administration
Universidad de La Salle 1995 — 1996
master, administration
Universidad Nacional de Colombia 1983 — 1990
bachelor, computer
Colegio republica de colombia 1977 — 1983
highschool, highschool
Liceo Navarra 1977 — 1983
HighSchool, HighSchool
Adhesion Wealth Advisor Solutions Inc July 2015 - Present
Motif Investing June 2014 - June 2015
D. Scott Neal, Inc. January 2012 - May 2014
Integrative Capital, LLC July 2009 - December 2011
DJH Capital, LLC October 2001 - December 2008
Online Trading, Inc. 1996 - 2000
Skills
Technical Analysis, Market Breadth, Microsoft Excel, Alternative Investments, TradeStation, Trading, Data Visualization, Quantitative Research, Asset Allocation, Portfolio Management, Investment Education, Investment Writing
Education
University of Arizona 1988 — 1992
B.S., Finance
Motif Investing March 2015 - Present
Schwab Advisor Services March 2011 - December 2014
Pershing Advisor Solutions June 2009 - March 2011
Raymond James Financial February 2006 - June 2009
TD Ameritrade March 2003 - February 2006
Skills
Series 7, Financial Services, Asset Management, Series 63, Business Development, Investments, Wealth Management, Mutual Funds, Portfolio Management, Securities, Equities, Alternative Investments, Strategy, Investment Advisory..., Asset Allocation
Education
University of Kentucky
Corporate Communications
Western Kentucky University
BA, Corporate Communications
Lumity, Inc. May 2015 - Present
Lumity, Inc. July 2014 - April 2015
Leanplum June 2013 - June 2014
Motif Investing April 2013 - June 2013
Motif Investing October 2011 - April 2013
Yola April 2011 - October 2011
Easyroomin.com August 2009 - January 2011
National Association of Consumer Bankruptcy Attorneys July 2004 - December 2010
Skills
MySQL, jQuery, PHP, AJAX, JavaScript, Java, CSS, Photoshop, Django, HTML 5, Sales Engineering, Start-ups, Product Management, Product Development, User Experience, Mobile Applications, HTML, Web Development, Software Development
Education
Carnegie Mellon University 2007 — 2009
MS, Logic, Computation, and Methodology
San Jose State University 2002 — 2007
BA, Philosophy
Lumity, Inc. July 2015 - Present
Motif Investing January 2011 - December 2014
Microsoft August 2010 - December 2010
SmartPlate July 2009 - July 2010
Doppelganger July 2007 - July 2009
Broadband Television Network Corp. 2005 - 2005
United States Senate 2003 - 2003
Skills
Product Management, Agile Methodologies, Product Development, User Experience, Social Media, Mobile Devices, Program Management, Software Development, Mobile Design, Business Strategy, Team Building, Leadership, Customer Experience, Product Design, Revenue & Profit Growth, Brand Development, Start-ups, Management, Big-picture Thinking, Consulting, SaaS, Strategic Partnerships
Education
University of Colorado at Boulder
B.S. Mechanical Engineering
Not Just Pretty Pictures, LLC May 2015 - Present
San Francisco State University July 2014 - Present
Motif Investing January 2015 - April 2015
Mozilla Corporation December 2012 - January 2015
self employed March 2010 - December 2012
T-Mobile July 2011 - March 2012
Microsoft Game Studios April 2010 - November 2010
self employed July 2002 - March 2010
Monster July 2008 - August 2009
CCAD - Design Group April 2007 - June 2008
Skills
Interaction Design, User Experience Design, User Experience, Information Architecture, User-centered Design, Design Direction, User Interface Design, Agile User-Centered..., Art Direction, Usability Testing, Graphic Design, Wireframes, Illustrator, Flash, InDesign, HTML, Photoshop, Content Strategy, Adobe Photoshop, Adobe Illustrator, Adobe Flash, Adobe inDesign, SPSS, Axure RP, stakeholder interviews, user interviews, observational..., competitive analysis, creating personas, building scenarios, feature set development, flow diagrams, site maps, storyboards, schematics, functional..., prototyping, card sorts, heuristic usability..., HTML + CSS, JavaScript, Objective-C, Cocoa Touch, Python, Django, SASS
Education
University of Washington
Master of Science, Human Centered Design and Engineering
Columbus College of Art & Design
Bachelor of Fine Arts, Advertising and Graphic Design
Motif Investing March 2015 - Present
Zoosk September 2014 - February 2015
Condusiv Technologies July 2013 - April 2014
Skills
Java, C++, JavaScript, PHP, HTML/CSS, SQL, AJAX, Perl, Eclipse, CSS, Android, XML, HTML, MySQL, Python, JSON, Software Engineering, Web Development, Operating Systems
Education
University of Southern California 2011 — 2013
Master of Science (MS), Electrical Engineering
Xiamen University 2006 — 2011
Bachelor of Science (BS), Electrical Engineering
Xiamen University 2006 — 2010
Bachelor's Degree, Financial Mathematics
Motif Investing January 2014 - August 2014
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Research, Time Management, Social Media, Teamwork, Public Speaking, Communication
Education
California State University-Chico 2014 — 2018
Accounting and Finance
auxmoney 2014 - Present
BTCJam 2014 - Present
DogVacay 2013 - Present
LendingHome Corporation 2013 - Present
Refresh 2012 - Present
AdRoll 2012 - Present
Motif Investing 2010 - Present
Foundation Capital September 2005 - Present
Lending Club 2010 - 2014
Revel Touch 2010 - 2012
Education
Harvard Business School 1991 — 1993
MBA, Business
University of Pennsylvania 1983 — 1987
BS, Economics
Motif Investing, Inc. June 2014 - Present
Motif Investing December 2010 - June 2014
UBS Private Wealth Management October 2008 - March 2010
Citi Smith Barney February 2000 - October 2008
Merrill Lynch September 1997 - February 2000
Skills
Series 7, Venture Capital, Wealth Management, Investments, Equities, Asset Management, Mutual Funds, Portfolio Management, Strategic Financial..., Fixed Income, Alternative Investments, Asset Allocation, Financial Services, Hedge Funds, Series 63
Education
University of California, Berkeley
BA, Political Science
CoverHound, Inc. July 2015 - Present
CoverHound, Inc. February 2015 - July 2015
CoverHound, Inc. February 2014 - February 2015
CoverHound, Inc. April 2013 - February 2014
Motif Investing November 2011 - January 2013
SocialShield March 2010 - October 2011
DriverSide, Inc. January 2009 - March 2010
Zecco.com April 2007 - October 2008
Charles Schwab & Co., Inc. December 2000 - April 2007
Skills
Email Marketing, Online Advertising, Web Analytics, SEO, Affiliate Marketing, Marketing Research, Direct Mail, Integrated Marketing, Online Marketing, Digital Marketing, SEM, Social Media, Social Media Marketing, Interactive Marketing, Customer Acquisition, Direct Marketing, PPC, Advertising, Start-ups, Analytics, Product Marketing, Marketing Strategy, Google Analytics, Market Research, Marketing, Strategy
Education
The Chinese University of Hong Kong
Bachelor Degree in Business Administration, Marketing
University of Tennessee-Knoxville
Master of Science in Communications, Advertising
Sliced Investing June 2014 - Present
Motif Investing 2014 - 2014
Citigroup 2010 - 2014
Investment Technology Group June 2009 - July 2009
AIG, Hong Kong June 2007 - July 2007
Skills
Derivatives, Statistical Arbitrage, Quantitative Finance, Financial Engineering, Electronic Trading, Market Making, Options, R, Equity Derivatives, Trading System, Quantitative Analytics, Machine Learning
Education
Y Combinator 2014 — 2014
Carnegie Mellon University 2008 — 2009
MS, Computational Finance
Indian Institute of Technology, Bombay 2003 — 2008
Dual Degree (BTech & MTech), Computer Science and Engineering
University of Waterloo 2006 — 2006
Summer Intern, Computer Science
RealtyShares August 2015 - Present
Ravello Systems January 2015 - August 2015
Motif Investing September 2013 - January 2015
Symantec December 2012 - August 2013
Clearwell Systems (acquired by Symantec) July 2011 - December 2012
Goldman Sachs July 2009 - June 2010
Goldman Sachs June 2008 - September 2008
Packeteer 2007 - 2007
Travelocity 2006 - 2006
Skills
Product Management, Enterprise Software, Licensing, Software Development, Agile Methodologies, C++, Requirements Analysis, JavaScript, Java, Pricing, User Experience, Project Management, Team Leadership, SaaS, Integration, Strategy, Security, Strategic Partnerships, Financial Services, Consumer Software, Management, SQL
Education
Stanford University 2010 — 2011
M.S., Management Science and Engineering
Stanford University 2005 — 2009
B.S., Computer Science
Motif Investing February 2014 - Present
AIG Advisor Group/Royal Alliance April 2013 - February 2014
360CreativeDigital June 2010 - February 2014
Principal Financial Group June 2012 - February 2013
Etrade August 2003 - June 2010
Skills
Series 7, Series 63, Series 24, Series 65, Masters Internet..., Digital Marketing, Social Media Marketing, Online Advertising, Marketing, Social Media, SEO, Online Marketing, Financial Services, Digital Media, SEM, Photoshop, Digital Photography, Digital Video, Wordpress, Life Insurance, Management, Social Networking, Leadership
Education
Troy University 1995 — 1999
B.S., Marketing
Full Sail University 2012 — 2013
Master of Science (M.S.), Internet Marketing
California State University-Long Beach
Web Marketing Certification, Marketing
Motif Investing January 2011 - November 2014
Intuit November 2009 - January 2011
Mint Software August 2007 - November 2009
Glimpse.com July 2006 - July 2007
Wily Technology March 2000 - June 2006
Skills
Software, Leadership, Scalability, Enterprise Software, Java, Start-ups, Software Development, Web Applications, Integration, SQL, Software Engineering, Scrum
Education
Stanford University 1999 — 2000
M.S., Computer Science
Stanford University 1996 — 2000
B.S., Computer Science
Mogo Interactive September 2014 - Present
Mogo Interactive November 2012 - August 2014
Black Hills Knowledge Network January 2012 - September 2012
Skyfire Studio January 2012 - March 2012
Market Motive May 2011 - January 2012
Motif Investing May 2012 - 2012
Verizon Wireless July 2009 - November 2010
Audi Mission Viejo May 2005 - November 2008
Skills
Social Media Marketing, Video Editing, PPC, Customer Service, Coordinating Special..., Online Marketing, Consultative Selling, Google Analytics, Data Visualization, HTML, Online Advertising, Google Adwords, The Trade Desk DSP, SEM, SEO, Digital Marketing, Web Analytics, Email Marketing, Advertising, Facebook, Selling, Marketing
Education
University of California, Santa Cruz 2009 — 2011
Bachelor of Arts, Sociology, Legal Studies
Saddleback College 2005 — 2007
A.A, General Studies
Elite Locators, Inc. May 2015 - Present
Isagenix January 2015 - Present
Motif Investing December 2014 - Present
Boushie Brewing dba Brass Anchor Pub September 2013 - May 2015
Social Media Management LLC September 2010 - August 2013
The Vanguard Group January 2009 - October 2009
Vanguard July 2000 - October 2009
Nuveen Investments July 1999 - July 2000
US Army October 1992 - January 1996
Skills
Mutual Funds, 401k, Program Management, Leadership, Social Networking, Coaching, Strategy, Employee Benefits, Marketing, Training, Entrepreneurship, Small Business, Customer Service, Management, Fundraising, Retirement, Budgets, Investments, Business Development, Business Planning, Financial Services, Process Improvement, Leadership Development, Insurance, Series 63, Retirement Planning, Asset Allocation, Strategic Financial..., Finance, Relationship Management, Risk Management, Asset Management
Education
Gettysburg College 1996 — 1999
Bachelor's degree, Mathematics
The College of Wooster 1990 — 1992
N/A, Economics
The Mercersburg Academy 1987 — 1990
High School Diploma, High School/Secondary Diplomas and Certificates
Carlisle High School 1986 — 1987
N/A
Motif Investing November 2012 - Present
Indextwo March 2007 - Present
lia sophia September 2007 - January 2010
The PrivateBank and Trust Company June 2003 - March 2007
Skills
Web Design, User-centered Design, User Experience, Interaction Design, User Interface Design, Information Architecture, Adobe Creative Suite, WordPress, HTML 5, InDesign, SEO, Illustrator, Web Development, CSS, jQuery, E-commerce, Website Development, Web Analytics, Google Analytics, Web Project Management, User Research, Mobile Applications
Education
DePaul University 2000 — 2003
Motif Investing September 2014 - Present
Integral Development Corporation October 2013 - September 2014
Goldman Sachs December 2012 - September 2013
Goldman Sachs June 2010 - November 2012
Goldman Sachs June 2008 - May 2010
Pinstorm April 2007 - June 2007
Skills
Core Java, Algorithms, MongoDB, Agile Methodologies, Sybase, Programming, Hibernate, Spring, Java Enterprise Edition, Test Automation, Perl, Unix Shell Scripting, Tomcat, Spring Framework, Wealth Management, Electronic Trading..., Java, Unix, Shell Scripting, Git, Scalability
Education
National Institute of Technology Warangal 2004 — 2008
EEE, Electrical Engineering
Motif Investing January 2015 - Present
Motif Investing April 2013 - January 2015
Motif Investing January 2013 - August 2014
Motif Investing December 2011 - April 2013
Viadeo June 2011 - December 2011
Monster (Military.com) April 2008 - June 2011
Monster (Military.com) November 2007 - March 2008
Boxer Books Ltd 2006 - 2007
Barnett Cox & Associates 2005 - 2005
PetCo 2005 - 2005
Skills
Web Analytics, Email Marketing, A/B testing, Database Marketing, Data Integration, SEO, SEM, Business Analysis, Competitive Analysis, Social Media, Usability Testing, Content Management, Analytics, Social Media Marketing, Online Advertising, Strategic Partnerships, Lead Generation, Start-ups, User Experience, Strategy, CRM, Marketing, PPC, Online Marketing, Google Analytics, Customer Acquisition, Mobile Marketing, Digital Strategy, Digital Marketing, Management, Marketing Strategy, Digital Media, Salesforce.com
Education
California Polytechnic State University-San Luis Obispo 2004 — 2006
Bachelor of Science (B.S.), Business Administration, Marketing
Morgan Stanley September 2015 - Present
Motif Investing April 2015 - September 2015
IBM Global Business Services June 2012 - March 2015
IBM Global Business Services September 2009 - June 2012
IBM Global Financing May 2008 - August 2008
Dow Jones 2005 - 2007
Merrill Lynch 2005 - 2007
Skills
Business Analysis, Strategy, Financial Modeling, Management Consulting, Finance, Business Process..., Program Management, Management, Business Transformation, Process Improvement, SDLC, Team Leadership, Analysis, Mergers & Acquisitions, Financial Analysis, Business Strategy, Agile & Waterfall..., Competitive Analysis, User Acceptance Testing, Agile Methodologies, Process Optimization, Requirements Gathering, Financial Services, Scrum, Consulting, Leadership, Data Analysis, IT Strategy, Business Process, Project Management, Business Intelligence, Strategic Planning
Education
The College of William and Mary
BBA, Finance
The College of William and Mary - The Mason School of Business
MBA, Finance
University of Pennsylvania - The Wharton School
Executive Education, SIFMA - SII - Securities Industry Institute
Motif Investing December 2011 - August 2015
Motif Investing October 2010 - December 2011
Wells Fargo Securities, LLC November 2006 - October 2010
Thomas Weisel Partners LLC April 2005 - August 2006
Charles Schwab & Co. Inc March 2003 - March 2005
Deutsche Banc Alex. Brown July 2001 - January 2002
NBC Internet, Inc May 2000 - August 2000
Bear Stearns & Co. Inc January 1997 - January 1999
Southport Partners July 1995 - March 1997
Skills
Series 7, Series 63, Series 4, Series 55, Series 27, Financial Modeling, Strategic Financial..., Equities, Fundamental Analysis, Investment Banking, Private Equity, Corporate Finance, Financial Analysis, Budgeting & Forecasting, Business Development, Valuation, Venture Capital, Mergers & Acquisitions, E-commerce, Capital Markets, IPO, FINRA, Analysis, Cross-functional Team..., Finance, Financial Advisory, Strategy, Mentoring, Accounting, Business Strategy, New Business Development, Strategic Planning, Team Building, Team Leadership, Investments, Management, Due Diligence, Corporate Development, Start-ups
Education
University of California, Berkeley - Walter A. Haas School of Business 1999 — 2001
MBA, Finance
Yale University 1991 — 1995
B.A., Political Science
Motif Investing September 2013 - Present
DATA2BIZ June 2010 - April 2013
CoastalTrade Securities December 2010 - August 2012
Assent LLC March 2009 - July 2011
Morgan Stanley December 2005 - March 2009
University of Pennsylvania/Fermi National Accelerator Laboratory September 1999 - December 2005
University of Pennsylvania September 1998 - May 1999
Education
University of Pennsylvania 1998 — 2005
PhD, Physics
Moscow Institute of Physics and Technology (Phystech) 1992 — 1998
MS, General and Applied Physics
Moscow Institute of Physics and Technology (State University) (MIPT) 1992 — 1998
MS, General and Applied Physics
Motif Investing May 2015 - Present
Skills
Cloud Computing, Agile Methodologies, Web Applications, Project Management, Japanese Baseball, Software Development, REST, Start-ups, Mr. T Trivia, SaaS, Ant, Product Management, Maven, SQL, Databases, Cross-functional Team..., Scrum, Management, Team Building, Strategy, Java, Writing, Baseball, XML, Python, Linux, Japanese, Team Leadership, Engineering Management, Scalability, Release Management, Distributed Systems, Test Automation, HTML, Web Development, Ruby, Recruiting, Shell Scripting, Debugging, Process Management, PHP, DevOps, Ruby on Rails, Design Patterns, Web Services, Build Systems, Burgertime, Folders, Folders as a Service, Open Source
Education
DePaul University 1998 — 2001
BS
関西外国語大学 2000 — 2000
Jasper February 2011 - Present
Motif Investing February 2014 - June 2014
Motista December 2010 - February 2011
Kno 2010 - November 2010
Rearden Commerce April 2006 - May 2010
High Voltage Interactive September 2004 - December 2006
Pivia 2001 - 2004
Vicinity 1999 - 2000
OneWorld Systems 1999 - 1999
Skills
Applicant Tracking..., SaaS, College Recruiting, Internet Recruiting, Recruiting, Talent Management, CRM, Negotiation, Talent Acquisition, Start-ups, Technical Recruiting, Management, Human Resources, Sourcing, Executive Search, Contract Recruitment, Interviews, Search, Benefits Negotiation
Education
Santa Clara University 1995 — 1999
BA, Communications
Motif Investing June 2013 - Present
Bridgewater Associates March 2010 - May 2013
Liquidnet November 2004 - March 2010
ThoughtWorks November 2000 - October 2004
iCIMS January 1999 - October 2000
IBM Thailand April 1993 - January 1997
Skills
Agile Methodologies, Scrum, Java, Enterprise Architecture, Design Patterns, Test Driven Development, SDLC, WCF, Enterprise Software, Fixed Income, Microsoft SQL Server, Software Development, Software Engineering
Education
University of Southern California 1997 — 1998
Master
KMITL
Bachelor of Engineering (B.Eng.)
Motif Investing November 2014 - Present
Charles Schwab Investment Management May 2011 - November 2014
Charles Schwab Investment Management January 2009 - April 2011
Charles Schwab July 2006 - December 2008
Washington Mutual Card Services April 2005 - June 2006
Mamma.com January 2002 - August 2002
Deloitte & Touche May 1998 - June 2001
Education
McGill University 2002 — 2004
Master of Business Administration (MBA)
Concordia University 1996 — 1999
Bachelor of Commerce (B.Com.)
Sliced Investing, Inc. September 2015 - Present
Motif Investing March 2011 - September 2015
Mellon Capital Management March 2009 - March 2011
Mellon Capital Management February 2008 - March 2009
Connor Clark & Lunn Investment Management June 2007 - August 2007
Skills
Start-ups, Product Strategy, Alternative Investments, Bloomberg, Equities, Portfolio Management, Valuation, Options, Trading, Fixed Income, Asset Allocation, Matlab, Trading Strategies, Mutual Funds, Investments, Currency, Finance, Quantitative Finance, ETFs, Hedge Funds, Product Management, Business Strategy
Education
Carnegie Mellon University - Tepper School of Business 2006 — 2007
Master's Degree
Sardar Patel University 2002 — 2006
Bachelor's Degree
Motif Investing June 2013 - Present
VMware / Zimbra devision December 2010 - June 2013
m-Via, Inc. September 2009 - December 2010
SendMe, Inc. June 2009 - September 2009
Memocast April 2009 - June 2009
Center for Philosophical Antropology "Topos" October 2007 - February 2009
European Humanities University October 2005 - February 2009
CASE October 2005 - December 2007
SEGUN, society of EHU students October 2004 - September 2006
Skills
Agile Methodologies, Test Automation, Selenium, Test Planning, Web Applications, Linux, Test Cases, Ruby, Bugzilla, Software Quality..., Quality Assurance, XML, Python, CSS, HTML, Systems Analysis, Bug Tracking, MySQL, Scrum, Testing, Git, Regression Testing, Java, SDLC, Subversion, SoapUI, Maven, Perforce, Tomcat, CVS, Eclipse, LoadRunner, SQL, Firebug, Jenkins, JBoss Application Server, JUnit, Ant, Scripting, Continuous Integration, JavaScript, Perl, Unix, Bash, Databases, JIRA, PostgreSQL, Web Services, Shell Scripting, MongoDB
Education
Foothill College 2010 — 2012
Certificate of Achievement
University of Santa Cruz Extension in Silicon Valley 2010 — 2011
European Humanities University 2005 — 2007
Master of Philosophy
European Humanities University 1999 — 2004
Specialist
Udacity
Udacity
Newfound Research LLC 2015 - Present
Motif Investing February 2015 - June 2015
Huntington Funds April 2013 - June 2014
RS Funds December 2007 - October 2012
Munder Capital Management April 2005 - December 2007
Fifth Third Securities March 2004 - April 2005
Comerica Securities June 2000 - March 2004
Olde Stockbrokers January 1987 - June 2000
Skills
Mutual Funds, Wealth Management, Series 7, Series 4, Series 8, Series 63, Series 66, Asset Allocation, 401k, Alternative Investments, Asset Management, Bonds, FINRA, Finance, Financial Advisory, Fixed Annuities, Investments, Retirement Planning, Securities, Uniform Combined State...
Education
Northern Michigan University
Bachelor of Applied Science (BASc), Geography
LinkedIn November 2014 - Present
Motif Investing August 2013 - September 2014
Telenav August 2012 - June 2013
SurveyMonkey April 2010 - July 2012
Border Stylo May 2009 - December 2009
University of Southern California August 2008 - December 2008
ITA Software May 2008 - August 2008
Skills
Test Automation, JIRA, Testing, Linux, Selenium, Java, SQL, MySQL, Python, Regression Testing, Integration Testing, Perl, Scrum, Test Strategy, Continuous Integration, Executing Test Plans, Writing Test Plans, BDD, WebDriver, Maven, Hudson, SDLC, Web Testing, User Interface Design, User Experience, Product Management, Software Development
Education
Amrita University
Bachelor of Science
University of Southern California
Masters
Motif Investing March 2015 - Present
Oracle March 2012 - February 2015
Oracle February 2011 - March 2012
Bank of America Merrill Lynch September 2010 - December 2010
BenchFly.com February 2010 - May 2010
Microsoft April 2009 - June 2009
Goldman Sachs July 2008 - 2008
Skills
DCF, Quantitative Analysis, Data Mining, Mandarin, Data Analysis, SQL, Optimization, Matlab, Java, Business Strategy, Software Engineering, Product Management, Mobile Applications, Analysis, Business Analysis, Quantitative Analytics
Education
Massachusetts Institute of Technology 2009 — 2011
Master of Science
Institut national des Sciences appliquées de Lyon 2008 — 2009
Imformatique
Shanghai Jiao Tong University 2005 — 2009
BE, Computer Science
Motif Investing December 2014 - Present
Edward Jones June 2014 - September 2014
Catalystic Media Group, Inc. September 2013 - January 2014
Forest Lake Christian School September 2010 - June 2013
Teach Me Toys January 2003 - May 2006
Sierra Christian Academy October 2003 - February 2006
Sun Microsystems January 2000 - November 2001
Oracle January 1996 - December 1999
Oracle August 1989 - December 1995
Skills
Online Marketing, Marketing Strategy, Project Management, Operations Management, Bookkeeping, Customer Service, Problem Solving, Office Management, Creative Writing, Microsoft Office, Team Building, Marketing, Sales, Negotiation, Leadership, Management
Education
San Carlos High School
San Francisco State University
Bachelor of Science Degree, Business Administration; Marketing; Advertising
Motif Investing February 2015 - Present
Motif Investing August 2013 - January 2015
Oracle June 2011 - August 2013
UC Berkeley October 2009 - June 2011
Cisco Systems, Inc. June 2009 - December 2009
Agilent Technologies June 2008 - August 2008
Skills
Java, JavaScript, JavaScript Frameworks, C++, Qt, HTML, CSS, Bash, Ant, Maven, Ruby on Rails, Python, Scheme, Software Engineering, jQuery
Education
University of California, Berkeley 2010 — 2011
M.S, Computer Science, Programming Systems
University of California, Berkeley 2006 — 2010
BS, Electrical Engineering & Computer Science
Whitespace - Design Accelerator July 2014 - Present
Free Lance July 2009 - Present
Motif Investing January 2012 - May 2012
Yola.com March 2011 - July 2011
Bethel Church December 2008 - May 2009
Nielsen//NetRatings 2005 - 2007
Skills
Front End Developers, HTML, Drupal, CSS3, CSS Javascript, Wordpress, CSS, Ruby on Rails, Photoshop, Databases, WordPress, Web Applications, Quality Assurance, Agile Methodologies, E-commerce, JavaScript, XHTML
Education
Eastern Michigan University 1997 — 2002
BA, Computer Information System