OptionEase, Inc.
Industry: Software company
DescriptionFounded: 2006 Parent organization: Solium
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OptionEase, Inc. Employees
Armanino LLP July 2015 - Present
Kranz & Associates January 2015 - August 2015
Stock & Option Solutions July 2014 - December 2014
Jawbone July 2014 - December 2014
CONCERT Global Group Ltd. August 2013 - July 2014
OptionEase, Inc. July 2010 - July 2013
OptionEase, Inc. November 2009 - July 2010
Stock & Option Solutions 2005 - 2009
Countrywide 2004 - 2006
AIG 1998 - 2000
Skills
Business Strategy, SaaS, Relationship Management, Executive Pay, Business Development, Strategic Planning, Mergers & Acquisitions, Mergers, Account Management, Financial Services, Social Media Marketing, Product Management, Equities, Start-ups, Benefits Administration, Enterprise Software, Customer Service, Team Building, Contract Negotiation, CRM, Human Resources, Process Improvement, Securities, Accounting, Project Management, New Business Development, Analysis, Management Consulting, Business Planning, Risk Management, Sales Management, Salesforce.com, Business Intelligence, Small Business, Team Management, Marketing Strategy, Investments, Management, Finance
Education
Rutgers, The State University of New Jersey-New Brunswick 1995 — 1997
Economics
Envision Financial Systems December 2012 - Present
OptionEase, Inc. April 2011 - December 2012
Fastteks - Orange County January 2009 - April 2011
Anu Resources Unlimited, Inc December 2009 - December 2009
Gyration January 2000 - January 2003
Elo Touch Systems January 1996 - January 2000
Skills
VMware, Microsoft Certified..., Active Directory, Windows Server, DNS, Cisco Technologies, DHCP, Firewalls, Hardware, Integration, Microsoft Exchange, Network Administration, Networking, Servers, TCP/IP, Technical Support, Troubleshooting, VPN
Education
Evergreen Valley College
A.A. degree, Liberal Arts
San Jose State University
Microsoft
Maristas
San Jose State University
General Studies
Uber January 2015 - Present
Lyft November 2014 - Present
Domino's March 2014 - January 2015
loanDepot August 2012 - July 2013
Discover Home Loans February 2012 - August 2012
Saddleback Valley School District June 2011 - September 2011
DaVita February 2009 - January 2011
Omni Home February 2008 - April 2008
OptionEase, Inc. 2008 - 2008
NovaStar Financial July 2007 - October 2007
Skills
Training, Mortgage Lending, Mortgage Banking, Loans, Sales
Education
National University 2009 — 2011
Teaching Credential, Secondary Education
National University 2005 — 2008
MA, Teaching
California State University-Fullerton 1994 — 1996
BS, Kinesiology
Rancho Santiago College 1991 — 1993
AS, Fire Science
OHS
Mesa Management, Inc. July 2013 - Present
DMR Consulting July 2001 - July 2013
OptionEase, Inc. July 2010 - February 2013
Seal Furniture & Systems, Inc. January 2005 - April 2010
Prolong International Corporation November 1997 - July 2001
Skills
Human Resources, Customer Service, Accounting, Business, Project Management, Staff Development, Benefits Administration, Microsoft Office, Business Strategy, Strategic Planning, Organizational..., Change Management, Microsoft Excel, Performance Management, Facilities Management, Employee Relations
Education
California State University-Fullerton 1982 — 1990
Accounting and Business/Management
Certent, Inc. February 2015 - Present
NASPP April 2012 - February 2015
OptionEase, Inc. July 2011 - April 2012
Solium Transcentive October 2000 - July 2011
Trak Systems/CD Universe December 1996 - October 2000
Skills
Financial Accounting, Strategic Planning, Financial Reporting, Project Management, Product Management, Accounting, Microsoft Excel, Software Documentation, Incentive Programs, Risk Management, Stocks, Relationship Management, Options, Program Management, Training, Analysis, Mergers & Acquisitions, Management
Education
Albertus Magnus College 2004 — 2005
Masters of Business Administration
Albertus Magnus College 2003 — 2004
Masters of Science, Management
Central Connecticut State University 1996 — 2000
BS, Accounting
Maloney
Bank of America Merrill Lynch March 2012 - Present
Aguirre Sports Network October 2010 - Present
OptionEase, Inc. June 2011 - March 2012
Solium Transcentive (Formerly Transcentive/Computershare) August 2009 - June 2011
Equity Methods/ Merrill Lynch November 2005 - March 2009
Gradient Analytics January 2004 - November 2005
Skills
Equities, Financial Analysis, Product Management, Marketing Strategy, Business Development
Education
University of Arizona, Eller College of Management 1999 — 2003
Bachelor of Science, Finance & Entrepreneurship
Certent, Inc. July 2014 - Present
Merrill Lynch June 2012 - June 2014
OptionEase, Inc. June 2011 - June 2012
Solium Transcentive LLC November 2010 - June 2011
Computershare (Transcentive) October 2008 - November 2010
Transcentive, Inc. (Acquired by Computershare in 2003) October 1999 - October 2008
Subway 1997 - 1999
Skills
Relationship Management, Process Improvement, Business Strategy, Leadership, Team Leadership, Project Management, Finance, Strategy, Team Building, Contract Negotiation, Analytics, Sales, Requirements Analysis, Quality Assurance, Integration, Problem Solving, SDLC, Mergers & Acquisitions
Education
Southern Connecticut State University 1994 — 1999
Mobilitie September 2015 - Present
TOSHIBA AMERICA BUSINESS SOLUTIONS January 2014 - September 2015
James Hardie Building Products September 2013 - December 2013
Lifescript April 2013 - July 2013
OptionEase, Inc. August 2010 - March 2013
City of Pasadena April 2009 - June 2010
Public Storage, Inc. March 2006 - December 2008
DLC 2003 - February 2006
Nestle USA October 2001 - June 2003
PricewaterhouseCoopers, LLP October 1998 - September 2001
Skills
Microsoft SQL Server, SQL, C#, Access, ASP.NET, SAP, .NET, VB.NET, Accounting, Financial Reporting, SSRS, Visio, Requirements Analysis, Databases, SaaS
Education
The University of Texas at Austin - The Red McCombs School of Business 1994 — 1997
Master in Professional Accounting, Taxation
University of Southern California 1989 — 1993
BA, International Relations, History
Zadara Storage 2014 - Present
Broadcom Corporation 2010 - 2014
OptionEase, Inc. 2009 - 2010
LSI Logic 2006 - 2009
StoreAge 2002 - 2006
Nextier 2000 - 2002
MTI 1994 - 2000
MAI Basic Four 1988 - 1994
Skills
Strategic Planning, Corporate Marketing, Product Marketing, Outbound Marketing, Solutions Marketing, B2B Marketing, Marketing, Marketing Communications, Social Media, Social Media Marketing, Blogging, Corporate Blogging, Corporate Branding, Product Branding, Product Launch, Public Relations, Analyst Relations, Investor Relations, Business Modeling, Business Development, Sales, Customer Experience, Capital Formation, M&A, Storage, Storage Area Networks, Dell, HP, IBM, Cisco, Integrated Marketing, Marketing Strategy, Strategic Partnerships, Executive Management, Start-ups, Management, Professional Services, Advertising, Leadership, B2B, Social Networking, Competitive Analysis, Mergers & Acquisitions, Dell Computers, Product Management, Cisco Technologies, Strategy, Mergers, Lead Generation, Corporate Communications
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1988 — 1990
MBA, Business Administration
University of California, Irvine 1983 — 1987
BA, Information and Computer Science
IBM LBPS March 2011 - Present
IBM LBPS October 2010 - March 2011
OptionEase, Inc. July 2010 - October 2010
The First American Corporation September 2009 - June 2010
AT&T 2009 - 2009
The Atvantage Group, Inc 2005 - 2007
Mortgage Professionals Group 2004 - 2005
Choice Financial Funding 2002 - 2004
Skills
Financial Analysis, Microsoft SQL Server, Strategy, Competitive Analysis, Data Analysis, Business Analysis, Analysis, Portfolio Management, Sales, Process Improvement, Marketing, Forecasting, Risk Management, Project Management
Education
University of California, Irvine - The Paul Merage School of Business 2008 — 2010
MBA, MBA, Finance Concentration
Equity Administration Solutions, Inc. May 2012 - Present
OptionEase, Inc. April 2011 - February 2012
Qualcomm September 2010 - April 2011
Solium Capital June 2000 - September 2010
Bank of Montreal January 1995 - January 2000
Skills
Options, Financial Reporting, Equities, Accounting, Compliance, Access, Financial Modeling, Financial Services, Analysis, Relationship Management
Education
Santa Clara University - Leavey School of Business 2000 — 2004
Certified Equity Professional, Equity Administration
University of Windsor 1991 — 1997
Bachelor of Commerce (Honours), Finance
Rapid Legal, Inc. March 2014 - Present
Jobaline, Inc. November 2012 - February 2014
OptionEase, Inc. January 2010 - November 2012
Rainmaker Inc. May 2006 - June 2008
Metrics Corporation (Business Telemetry) January 2004 - May 2006
Blue Pumpkin Software January 2001 - January 2005
Hiho, Inc January 1999 - January 2001
Skills
Product Management, SaaS, Web Services, Start-ups, Software Development
Education
University of Arizona 1983 — 1987
BS, Computer Science
Solium Capital November 2012 - Present
Wayside Technology Group January 2014 - Present
Group 47, Inc. September 2011 - Present
OptionEase, Inc. October 2010 - November 2012
Sparxent Inc. June 2007 - October 2009
OptionEase January 2007 - May 2009
LightPointe June 2005 - May 2006
Celergy Networks January 2003 - May 2005
BlueRoads September 2001 - January 2003
Infinigate AG January 1999 - August 2001
Skills
Start-ups, SaaS, Solution Selling, Channel Partners, Enterprise Software, Management, Leadership, Product Management, Sales, Mergers & Acquisitions, Product Development, Strategy, Team Building, P&L Management, Business Development, Mergers, Business Strategy, Budgets, Strategic Partnerships, Business Planning, Integrated Marketing, Marketing, Entrepreneurship, Process Improvement, Account Management, Cross-functional Team..., New Business Development, Go-to-market Strategy, Strategic Planning, Social Networking, Product Marketing, General Awesomeness, Sales Management, Project Management, Competitive Analysis, Sales Operations
Education
University of California, Los Angeles - The Anderson School of Management
MBA, Marketing
Principia College
BA, Business
Principia Upper School
Comverse October 2013 - Present
Certified Equity Professional Institute, SCU November 2007 - Present
ISP Advisors LLC April 2012 - October 2013
OptionEase, Inc. September 2011 - April 2012
Qualcomm September 2010 - September 2011
Fidelity Investments November 2009 - September 2010
Fidelity Stock Plan Services May 2007 - November 2009
Fidelity Stock Plan Services 2006 - 2007
Fidelity Investments 2005 - 2006
Genzyme 1999 - 2005
Skills
Executive Pay, Series 7, Equities, Series 63, Mergers, Employee Benefits, SEC filings, Process Improvement, Financial Analysis, Financial Services, Deferred Compensation, Project Management, Mergers & Acquisitions, Financial Reporting, Finance, Securities
Education
Bowdoin College 2001 — 2005
B.A.
Solium September 2014 - Present
Solium December 2012 - Present
OptionEase, Inc. October 2012 - Present
OptionEase, Inc. July 2011 - February 2013
OptionEase, Inc. August 2009 - July 2011
Blytheco April 2002 - May 2009
Gallop Corp May 1999 - February 2002
Skills
Software Documentation, Quality Assurance, EDI, Requirements Analysis, Integration, Software Quality..., SaaS, ERP, Agile Methodologies, SQL, Microsoft SQL Server, Software Project..., Enterprise Software, Software Development, Scrum, Management, Business Analysis, Project Management
Education
University of South Africa/Universiteit van Suid-Afrika
Certent (formerly Equity Administration Solutions, Inc.) May 2012 - Present
OptionEase, Inc. July 2011 - April 2012
Solium Transcentive November 1999 - July 2011
Transcentive, a Computershare company November 1999 - July 2011
MCI 1997 - November 1999
Mediplex of Stamford 1995 - May 1997
Skills
Equity Compensation, Executive Compensation, Sales Management, Relationship Management, New Business Development, compliance, Contract Negotiation, Account Management, Customer Retention, Start-ups, Equities, Management, Sales, Strategy, SaaS, Executive Pay, Business Intelligence, Mergers & Acquisitions, Strategic Partnerships, Product Management, CRM
Education
University of Connecticut 1991 — 1995
BS, Science, Therapeutic Recreational Services
Yale-New Haven Hospital September 2014 - Present
Yale New Haven Hospital - Saint Raphael Campus September 2014 - Present
St. Vincent Medical Center July 2013 - September 2014
OptionEase, Inc. July 2011 - January 2012
Equity Administration Solutions, Inc. October 2009 - August 2010
Equity Methods April 2006 - September 2008
Virgin Records America Inc September 2004 - December 2004
Education
The University of Connecticut
Bachelor of Science (B.S.), Registered Nursing/Registered Nurse
Southern Connecticut State University 2000 — 2005
BS, Marketing
National Association of Stock Plan Professionals (NASPP) February 2013 - Present
OptionEase, Inc. May 2010 - February 2013
Independent Consultant May 2008 - April 2010
Verenium Corporation June 2007 - May 2008
IntraLase Corporation 2003 - June 2007
Cymer, Inc. 1996 - 2003
Skills
Product Management, Restricted Stock, Sarbanes-Oxley Act, SaaS, Equities, Training, Mergers & Acquisitions, Sarbanes-Oxley, Cross-functional Team..., Management, Mergers, Financial Analysis, Leadership, Social Media, Project Management, Strategic Planning, Financial Reporting, Business Development, Internal Controls, Start-ups, Team Building, Marketing, Software Documentation, Investor Relations, Executive Pay
Education
Santa Clara University
CEP, Equity Administration
Kelley Blue Book July 2012 - Present
OptionEase, Inc. September 2010 - July 2012
Damen Grand, Inc. February 2010 - September 2010
MarkeetersClub.com April 2010 - August 2010
Skills
Microsoft Office
Education
California State Polytechnic University-Pomona 2008 — 2012
MBA, Business/Marketing
California State Polytechnic University-Pomona 2002 — 2007
Bachelor, Chemistry
California State Polytechnic University
Degree: Master's, Business Administration; Marketing
Diamond Bar High School
High School Diploma
OptionEase, Inc. 2007 - Present
Education
University of California, Los Angeles
Medrio January 2015 - Present
Medrio October 2014 - December 2014
Medrio February 2014 - September 2014
Solium January 2013 - January 2014
OptionEase, Inc. May 2010 - January 2013
ING December 2009 - December 2011
Kristin Tillquist January 2009 - March 2009
LexDex April 2008 - August 2008
Capital Source 2006 - 2006
Skills
Online Lead Generation, Cold Calling, Social Media, Lead Generation, Salesforce.com, Marketing Research, SaaS, Startup Marketing, Social Networking, Software Documentation, Analysis, Leadership, CRM, Start-ups, Customer Service, Marketing, Sales, Management, Business Development
Education
University of California, Riverside 2005 — 2009
B.S., Business Administration
East China Normal University 2008 — 2008
Intensive Language Program
Fudan University 2008 — 2008
EAP Business and Economics Program
University of Warwick - Warwick Business School 2008 — 2008
EAP Immersion Program
loanDepot LLC February 2015 - Present
MphasiS June 2013 - December 2014
3M February 2012 - June 2013
OptionEase, Inc. September 2011 - March 2012
WynWyg.com January 2008 - August 2011
Skills
Quality Assurance, Software Quality..., Test Planning, Manual Testing, Quality Center, Test Cases, Agile Methodologies, JIRA, Regression Testing, Requirements Analysis, System Testing, Linux, Selenium, Test Automation, Testing, Oracle, XML, Agile Testing, Defect Tracking, QTP, SQL, Web Services, SoapUI, Scrum, Software Documentation, Windows, Eclipse, DB2, Automation, Teamwork, JavaScript, Bugzilla, HTML, CSS, MySQL, Test Methodologies, User Acceptance Testing, Test Management, Citrix, SharePoint, Microsoft SQL Server, OCR, Microsoft Office, HP Quality Center
Education
Andhra University
B. S
CoreLogic August 2015 - Present
First American Financial Corporation June 2013 - August 2015
Solium OptionEase September 2012 - June 2013
OptionEase, Inc. August 2010 - May 2013
Skills
SaaS, Start-ups, Enterprise Software, Software Implementation, Salesforce.com, Business Development, Product Management, Project Management, Process Improvement, Software Development, Mergers & Acquisitions, Strategy, CRM
Education
University of California, Riverside 2005 — 2009
Business Administration, Business/Finance
OptionEase, Inc. BookeeperSam Bellavia CPAApril 2007 - August 2010
EnviroSUpply & Service 2003 - 2005
Schleuniger, Inc. 1999 - 2001
Anaheim Arena 1993 - 1999
Pigs in Space 1995 - 1998
Education
Biola University 1999 — 2002
BS
California State University-Fullerton, Mihaylo College of Business and Economics
AA, Basic Business