OrthoFi Company
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OrthoFi Employees
OrthoFi November 2014 - Present
Federal Reserve Bank 2014 - November 2014
Federal Reserve Bank of Kansas City 2013 - 2014
International Experience 2012 - 2013
Cerner Corporation 2011 - 2012
Nestlé Purina North America 2008 - 2009
Skills
Cerner, Informatics, Continuous Improvement, Training, Healthcare Information..., Data Analysis, SharePoint, Microsoft Office, Regulatory Compliance
Education
University of Missouri-Columbia 2006 — 2010
Bachelor of Science; Bachelor of Arts, Business Administration; International Studies
Charter Communications May 2015 - Present
One World Labs, Inc. October 2014 - May 2015
OrthoFi April 2014 - August 2014
Exelis Visual Information Solutions June 2011 - October 2013
ESRI October 2008 - June 2011
University of Oxford May 2008 - August 2008
NASA Jet Propulsion Laboratory June 2007 - May 2008
Skills
Product Management, Data Analysis, Program Management, Product Marketing, Product Requirements, Proposal Writing, Market Research, Project Management, Business Development, Business Analysis, Agile Methodologies, Analysis, Remote Sensing, GIS, Salesforce.com, Geospatial Data, Account Management, Sales, Data Management, Technical Sales..., ArcGIS
Education
University of California, Los Angeles
B.A., Geography
OrthoFi October 2014 - Present
PetPaws November 2012 - Present
Envysion February 2013 - September 2014
Mercury Payment Systems December 2011 - December 2012
C.T. Bauer School of Business November 2010 - December 2011
C.T. Bauer College of Business August 2009 - December 2011
Canrig March 2010 - September 2011
Caterpillar Inc September 2007 - March 2010
Motorola January 2005 - September 2007
Skills
Synthesizing Customer..., Feature Prioritization, Roadmap Planning, Cross-functional Team..., Creative Vision, New Product Ideation, Product Launching, Product/service..., Product Marketing, Product Development, Requirements Analysis, Product Launch, Product Management, Market Research, Team Leadership, Marketing Strategy, Team Building, Market Analysis, Competitive Analysis, Problem Solving, Program Management, Process Improvement, Forecasting, Online Marketing, Mobile, Six Sigma, Pricing, Negotiation, Integrated Marketing, Business Modeling, Product Strategy, Change Management, Mergers, Mobile Devices, agile product management, Analysis, Management, CRM, Mergers & Acquisitions, Agile Project Management, Start-ups, Plannning, Strategy, SaaS, Leadership, Project Management, E-commerce, Training, SDLC, Project Planning
Education
University of Houston, C.T. Bauer College of Business 2009 — 2011
MBA, Product Marketing/Management & International Business
Purdue University 2000 — 2004
Electrical Engineering, Focus: Nanotechnology, Semiconductors & Biomedical Applications, Psychology (Minor)
Portage High School 1999 — 2000
High School Diploma, Foreign Exchange Student, 4.13
National College 1997 — 1998
Electrical Engineering, Semiconductors
St. Theresa High School 1996 — 1997
Seconday School Certificate, (S.S.C)
Learners Academy 1984 — 1996
Indian Certificate of Secondary Education, (I.C.S.E)
OrthoFi August 2015 - Present
Mercury Payment Systems August 2010 - March 2015
Macquarie Group April 2010 - August 2010
Financial Technology Partners January 2009 - March 2010
RBC Capital Markets May 2007 - November 2009
Motion Control Group (acquired by Ametek) 2005 - 2007
Skills
Strategic Partnerships, Payments, Financial Modeling, Mobile Payments, Mergers & Acquisitions, Strategy, Business Development, SaaS, Credit Cards, New Business Development, Salesforce.com, Start-ups
Education
University of Minnesota - Carlson School of Management 2003 — 2007
Bachelor of Science, Finance, Economics, Entrepreneurial Management
OrthoFi July 2013 - Present
Lancer Orthodontics April 2013 - July 2014
DenMat Holdings, LLC March 2012 - April 2013
Sybron Dental Corporation November 2009 - March 2012
Sybron Dental Specialties (Ormco) 2007 - March 2012
Sybron Dental Specialties March 2004 - March 2012
Discus Dental January 2001 - March 2004
Discus Dental July 1999 - January 2001
Skills
Product Development, Marketing, Business, Medical Devices, Product Launch, Product Marketing, Marketing Strategy, Territory Management, Brand Management, Market Planning, Email Marketing, Competitive Analysis, Cross-functional Team..., Product Management, New Business Development, Sales Management, Healthcare, Marketing Management, Strategic Planning, Positioning, Sales, Account Management, Sales Force Development, Management, Business Development, Marketing Communications, Market Research, Marketing Research, B2B, Sales Presentations, Sales Process, Sales Operations, CRM, Direct Sales, Leadership, Strategy, Global Marketing, Market Development, Market Analysis, Trade Shows, Capital Equipment, Budgets, Lead Generation, Brand Development, Direct Marketing, Integrated Marketing, Online Marketing, Digital Marketing, Business Planning, Segmentation
Education
Georgetown University 1991 — 1995
BSFS
OrthoFi July 2015 - Present
OrthoFi March 2015 - July 2015
Endurance International Group April 2013 - September 2014
Endurance International Group September 2012 - April 2013
Intuit October 2011 - September 2012
Intuit June 2010 - October 2011
Intuit February 2009 - September 2010
Intuit, Inc. September 2009 - March 2010
Vistaprint April 2006 - December 2008
Vistaprint April 2004 - April 2006
Skills
Project Management, User Experience, Product Marketing, Product Management, Project Planning, Strategy, Analytics, SEO, Management, E-commerce, Web Analytics, Call Center, Databases, Customer Service, Leadership, Marketing, Quality Assurance, Customer Experience, Web Design, Social Media, Social Networking, Team Leadership, Call Centers, SaaS, Integration, Process Improvement, Sales, Sales Process, Content Management, Google Analytics, Customer Relations, Training, Software Documentation, PPC, Email Marketing, Salesforce.com, Software Development, Training Delivery, QuickBase, Research, Instructional Design, Knowledge Management, Start-ups, User Experience Testing, Strategic Partnerships, Vendor Management, Online Marketing, Zendesk, APIs, Agile Project Management
Education
Merrimack College 1997 — 2003
BA
Emerson College 2004 — 2004
Certificate
OrthoFi March 2015 - Present
LeDowns Dentistry October 2014 - February 2015
Perfect Teeth September 2013 - October 2014
Gentle Dental of New England May 2012 - August 2013
Orthodontists of Lakewood Ranch & Sarasota October 2011 - March 2012
Verizon Wireless August 2007 - July 2011
Clarks March 2005 - August 2007
Skills
Customer Service, Sales Operations, Inventory Management, Schedules, Cash Management, Sales Management, Mobile Devices, Direct Sales, Leadership, Wireless, Healthcare, Sales, Team Building, Project Planning, Customer Experience, Management, Microsoft Office, Customer Satisfaction, Customer Retention, Account Management, Outlook, Microsoft Excel, Team Leadership, Training
Education
University of Phoenix 2010 — 2016
Associate's degree, Computer Science and Software Engineering
Johnson and Wales University 2003 — 2004
Entrepreneurship/Entrepreneurial Studies
OrthoFi February 2015 - Present
Pacific Dental Services July 2014 - February 2015
Pacific Dental Services April 2013 - July 2014
Dr. Russell Hanson, DDS December 2012 - March 2013
The Institute of Spiritual Healing & Aromatherapy May 2012 - March 2013
Assurity Life Insurance Company April 2001 - January 2012
Lincoln Correctional Center January 2000 - January 2001
Skills
Management, Leadership Development, Customer Service, Leadership, Event Planning, Insurance, Customer Satisfaction, Office Management, Change Management, Supervising, Organization, Pediatric Dental..., Coordination of Benefits, Pediatric Dental Billing, Business, Problem Solving, Marketing, Coordinating Events, Public Speaking, Dental Assisting, Dental Care, Outlook, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Project Planning, Team Building, Training, Time Management, Troubleshooting, Coaching, Patient Education, Patient Satisfaction
Education
Colorado School of Dental Assisting 2012 — 2013
Certified Dental Assistant, Dental Assisting/Assistant
Southeast Community College 2010 — 2011
Business Administration
OrthoFi December 2013 - Present
Colorado Kids Pediatric Dentistry February 2009 - September 2011
Garza Orthodontics June 2008 - February 2009
Fox & Norwood, D.D.S., P.C. August 2002 - September 2006
Summitt Orthodontics June 2001 - August 2002
Grin & Barrett Orthodontics May 1998 - June 2001
Allen Vean, D.M.D. October 1993 - July 1997
Skills
Dental, Front Office, Scheduling, Insurance, Accounts Receivable, Dentistry, Process Scheduler, Invoicing, Customer Service, Healthcare
Education
Metropolitan State College of Denver 1997 — 1998
Fort Lewis College 1996 — 1997
eSyncTraining August 2015 - Present
OrthoFi March 2015 - July 2015
RealEyes Connect LLC. February 2008 - October 2014
MediaNews Group Interactive January 2007 - January 2008
Exel Inc. January 2003 - January 2006
Skills
Product Management, Product Marketing, Solution Architecture, Demonstration, Account Management, Salesforce.com, SaaS, Enterprise Software, Training, E-Learning, E-commerce, Go-to-market Strategy, Solution Selling, Agile Methodologies, Channel Partners, Web Development, Cloud Computing, Leadership
Education
University of Colorado Denver 1997 — 2001
Business Administration
Charles Schwab June 2015 - August 2015
i9 Sports January 2015 - June 2015
OrthoFi May 2014 - September 2014
Beer Capitol Distributing Co., Inc. December 2012 - July 2014
Skills
Financial Analysis, Data Analysis, Research, Learning Quickly, Organization Skills, Financial Statements, Financial Accounting, Social Skills, Social Networking, Creativity Skills, Spanish-speaking, Memorization, Quick Thinker
Education
University of Denver - Daniels College of Business 2015 — 2017
Masters of Accountancy - Valuation, Accounting and Finance
University of Denver 2012 — 2016
Bachelor of Science (BS), Accounting and Finance
Marquette University High School 2008 — 2012
OrthoFi July 2015 - Present
OrthoFi March 2014 - July 2015
LogicTree LLC August 2013 - December 2013
Front Flip September 2012 - May 2013
Groupon November 2011 - July 2012
Groupon July 2010 - November 2011
Groupon September 2009 - July 2010
Aerotek Professional Services October 2008 - April 2009
Aerotek Professional Services June 2006 - October 2008
Skills
Sales Management, Sales Operations, New Business Development, Salesforce.com, Training, Account Management, Sales Rep Training, Sales Process, Recruiting, Strategy, Start-ups, Interviews, Social Media Marketing, Business Development, Marketing Strategy, Leadership, Consultative Sales..., Team Leadership, Change Management, Negotiation, Marketing, Team Building, Talent Management, Management, Agile Methodologies, Customer Service, Project Management, Customer Support, Process Implementation, Talent Acquisition, Miller Heiman Sales..., Process Improvement, Software Project..., Technical Support, Process Flow..., Zendesk
Education
International Sommelier Guild 2011 — 2011
Level 1 and 2 Certification, Wine Fundamentals
Purdue University 2002 — 2006
Bachelors Degree, Communications, Psychology
OrthoFi June 2015 - Present
Monkey Rocks February 2013 - May 2015
Maraia & Associates, Inc. February 2010 - February 2012
Travel Sabbatical December 2003 - December 2004
Accenture March 1996 - December 2003
Citicorp May 1995 - March 1996
Skills
Management, Leadership, Management Consulting, Process Improvement, Business Process..., Project Management, Vendor Management, Integration, ERP Implementations, PeopleSoft, Relationship Management, Team Leadership, Team Management, Team Motivation, Cross-team Collaboration, IT Project Lifecycle, Spanish
Education
University of Miami 1991 — 1995
BS, Industrial Engineering
OrthoFi 2014 - Present
W.W. Grainger March 2004 - December 2005
Staples (formerly Corporate Express Office Products) October 2001 - March 2004
Staples (formerly Corporate Express Office Products) May 2000 - October 2001
Staples (formerly Corporate Express Office Products) July 1998 - May 2000
Skills
Project Management, Sales, Marketing, Training, Management, Sales Management, Account Management, New Business Development, CRM, Strategic Planning, Program Management, Leadership, Sales Process, Budgets, Customer Service, Selling, Strategy
Education
California State University-Fullerton - College of Business and Economics
Bachelor of Arts (BA), Business Administration with a concentration in Marketing
Central Arizona College
Associate of Arts and Sciences (A.A.S.), Dietetic Technology
OrthoFi 2015 - Present
Aurora Public Schools 2013 - 2015
Continuum of Colorado June 2011 - July 2013
Developmental Pathways 2009 - 2011
Developmental Pathways 2003 - 2009
Correctional Connections 2001 - 2003
New York Institute of Technology 1997 - 1999
New York Institute of Technology 1992 - 1999
County Ambulance 1990 - 1997
Skills
Life Transitions, New Business Development, Organizational..., Qualitative Research, Qualified Mediator, Nonprofits, Coaching, Program Development, Public Speaking, Strategic Planning, Staff Development, Conflict Resolution, Teaching, Social Services, Community Outreach, Time Management, Fundraising, Research
Education
New York Institute of Technology-Old Westbury 1997 — 1999
Master's degree, Clinical, Counseling and Applied Psychology, 3.9
New York Institute of Technology-Old Westbury 1992 — 1997
Bachelor's degree, Interdicplinary Studies
Stanford University 2014 — 2015
Advanced Project Management
Phoenix Strategies 2012 — 2012
Alternative Dispute Resolution
OrthoFi May 2013 - Present
Live Smart Solutions August 2012 - April 2013
New York Video School March 2010 - August 2012
Slalom Consulting November 2006 - March 2010
Accenture August 1999 - October 2006
Skills
Strategy, Program Management, Cross-functional Team..., Integration, Product Management, Change Management, ERP, Project Portfolio..., Start-ups, PMO, Project Management, Management, Consulting, Portfolio Management, Organizational Design
Education
University of Michigan 1995 — 1999
B.S.E., Mechanical Engineering
Michael Westphal LLC August 2014 - Present
OrthoFi May 2012 - July 2014
Michael Westphal LLC February 2007 - January 2014
Pfizer April 2006 - February 2007
Johnson Controls Automotive January 2004 - March 2006
Accenture June 1996 - January 2004
Skills
Program Management, Project Management, Business Transformation, Management Consulting, Strategy, Mergers & Acquisitions, Business Process..., Change Management, Business Process, Process Improvement, Business Analysis, Project Portfolio..., CRM, Management, Business Strategy, Project Delivery, Project Planning, Start-ups, Large Scale Systems..., Organizational Design, Leadership, Marketing Strategy, Strategy Execution, Investor Relations, Budget Process, Talent Management, Account Management, Cross-functional Team..., Customer Support, Digital Strategy, Digital Marketing, Web Analytics
Education
Kalamazoo College
Bachelor's Degree, Economics & Business Administration
OrthoFi June 2015 - Present
RockPile Energy Services November 2014 - May 2015
CSC July 2013 - October 2014
Comcast Cable November 2011 - July 2013
College Works Painting May 2011 - August 2011
College Works Painting February 2010 - August 2010
Best Buy September 2006 - January 2007
Skills
Business Analysis, Business Process Mapping, Project Management, Business Process..., Agile Methodologies, Quality Assurance, Salesforce.com, BPMN, SDLC, Visio, SQL, Microsoft Office, HTML, Unix, JavaScript, Databases, Database Design, Web Design, Object Oriented Design, Linux, JIRA
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2011
BA, Economics, Information Technology & Informatics
OrthoFi April 2015 - Present
Huron Consulting Group September 2013 - December 2014
Blue Moose Pizza June 2013 - August 2013
J.P. Morgan May 2012 - August 2012
Lacrosse Coaching April 2006 - August 2012
Tell-tale Capital Corp. October 2011 - February 2012
Steve Madden April 2011 - July 2011
Legacy Asset Management July 2010 - August 2010
Telemus Capital May 2010 - June 2010
Skills
PowerPoint, Excel, Word, Microsoft Office, Research, Financial Analysis, Microsoft Excel, Economics, Marketing, Strategy, Finance
Education
Vanderbilt University 2009 — 2013
Bachelor of Arts (B.A.), Economics
The London School of Economics and Political Science (LSE) 2011 — 2011
Economics
The Kinkaid School 1995 — 2009
Sugarhouse Orthodontics July 2011 - Present
OrthoFi 2013 - Present
Journal of Clinical Orthodontics 2009 - Present
Orthotown Magazine 2010 - Present
Sybron Dental Specialties 2005 - Present
Imaging Sciences 2009 - Present
Eastman Institute for Oral Health/University of Rochester Medical Center 2010 - Present
Arthur A. Dugoni School of Dentistry - University of the Pacific 2009 - Present
Graham Orthodontics July 2004 - May 2014
Parkland Hospital July 1996 - February 2001
Skills
Dentistry, Surgery, Orthodontics, Dental, Healthcare, Product Innovation, Innovator, Lecturing, Public Speaking, Medical, University Teaching, Team Leadership, Oral Surgery, Treatment, Teeth Whitening, Practice Management, Medicine, Aesthetics, Public Health, Clinical Research, Invisalign, Medical Devices, Hospitals, Restorative Dentistry, Reconstructive Surgery, TMJ dysfunction, Sleep Apnea, Medical Education, Orthopedic, Cosmetic Dentistry, Prosthodontics, Pediatrics, Prevention, Implantology, Periodontics, Pain Management, Hardware Diagnostics, Cosmetics, Health Education, Radiology, Veneers, Capital Equipment, Dental Surgery, Internal Medicine, Plastic Surgery, Orthognathic Surgery, Oral & Maxillofacial..., Endodontics, Obstructive Sleep Apnea, Board Certified
Education
University of Rochester 2002 — 2004
Certificate in Orthodontics, Orthodontics
The University of Texas Southwestern Medical Center at Dallas 1996 — 2001
MD, Oral & Maxillofacial Surgery
The University of Texas Southwestern Medical School 1996 — 1999
MD, Medicine
Texas A&M University System Health Science Center- Baylor College of Dentistry 1992 — 1996
DDS, Dentistry
Brigham Young University 1984 — 1992
Bachelor of Science, Microbiology
OrthoFi April 2015 - Present
Johnson Controls April 2010 - April 2015
Johnson Controls December 2005 - March 2010
Siemens September 2004 - October 2005
Sun Microsystems April 2001 - September 2004
Skills
Customer Service, Operations Management, Contract Management, Business Support, Project Management, Continuous Improvement, Training, Microsoft Office, Facilities Management, Energy Management, Team Building
Education
Colorado State University 1993 — 1997
Apparel Merchandising
OrthoFi November 2014 - Present
MBS Dev April 2012 - November 2014
Berkley Surety Group, LLC October 2010 - March 2012
In Plain Site July 2009 - July 2011
Howard R. Green Company June 2010 - October 2010
Iowa Northern Railway May 2008 - August 2008
Skills
CSS, jQuery, Web Development, ASP.NET, Web Applications, C#, JavaScript, SQL, PHP, Databases, Visual Studio, Dreamweaver, Microsoft SQL Server, MySQL, MVC, JSON, WordPress, CodeIgniter, Object Oriented Design, JSONP, SOAP, Web Services, Payment Gateways, Stored Procedures, Browser Compatibility, AngularJS
Education
University of Northern Iowa 2005 — 2010
BA, Computer Science
OrthoFi June 2015 - Present
Education
Mount St. Mary's University 1986 — 1990
BS, Education
OrthoFi May 2013 - Present
Desert Rose Design February 2012 - May 2013
The Deal League June 2012 - April 2013
PerkSpy June 2011 - March 2012
Clarity Consulting September 2008 - June 2011
Capgemini February 2006 - September 2008
Skills
Mobile, Software Development, New Business Development, Strategic Planning, E-commerce, Mobile Devices, Project Management, Web Development, Cloud Computing, Start-ups, Management Consulting, Business Strategy, Team Building, Business Intelligence, Process Improvement, Team Leadership, IT Strategy, Entrepreneurship, Change Management, Digital Marketing, Product Management, SQL, SaaS
Education
Michigan State University 2001 — 2005
Bachelor of Science (B.S.), Computer Science
Connor Group January 2015 - Present
OrthoFi March 2014 - September 2015
KPMG US June 2013 - February 2014
KPMG US January 2012 - June 2013
Neutron Energy Inc. June 2011 - October 2011
Aspen Wealth Management September 2010 - December 2010
University of South Carolina August 2006 - May 2010
Skills
Auditing, Accounting, SEC filings, Sarbanes-Oxley Act, General Ledger, Valuation, Microsoft Excel, Microsoft Access, Microsoft Office, PowerPoint, Access, Financial Accounting, Financial Reporting, Outlook, QuickBooks, Financial Analysis, Teamwork, US GAAP, Tax Accounting, Financial Statements, Finance, Financial Modeling
Education
University of Denver - Daniels College of Business 2010 — 2011
Masters of Science, Accountancy
University of South Carolina - The Moore School of Business 2006 — 2010
B.S. in Business Administration, Accounting and Corporate FInance
OrthoFi July 2015 - Present
i-Orthodontics October 2014 - July 2015
Boyd Orthodontics January 2012 - October 2014
Talbots May 2010 - December 2011
Old Navy February 2006 - October 2010
Elon University January 2007 - May 2007
Skills
Visual Merchandising, Retail, Customer Service, Inventory Management, Merchandising, Fashion, Facebook, Health Insurance, Orthodontics, Dental Insurance, Financial Accounting, Financial Analysis, OrthoBanc, Orthotrac, Event Planning, Time Management, Social Media, PowerPoint, Social Networking, Microsoft Office, Microsoft Word, Trend Analysis, Sales, Microsoft Excel, Management, Training, Public Speaking, Marketing
Education
University of South Carolina-Columbia 2007 — 2010
Bachelor of Science, Retail-Fashion Merchandising
Elon University 2006 — 2007
Corporate Communications
RHS 2002 — 2006
OrthoFi May 2015 - Present
Pacific Dental Services June 2012 - May 2015
Wahl Dental Group February 2011 - June 2012
Pink Papaya Spa March 2009 - April 2012
Adams 12 Five Star Schools December 2009 - February 2011
The Body Shop at Home February 2006 - April 2009
coordinate postal mail April 2006 - August 2007
FedEx August 2004 - August 2007
Target April 2003 - August 2004
Applebee's August 1998 - June 2001
Skills
Leadership, Management, Customer Service, Employee Relations, Team Building, Consulting, Training, Time Management, Process Scheduler, Coaching
Education
University of Northern Colorado 1989 — 1993
Bachelor's degree, Business Administration and Management, General
OrthoFi August 2014 - Present
FoodServiceWarehouse.com February 2012 - July 2014
Cloud10 2009 - 2010
Skills
Customer Satisfaction, Salesforce.com, Customer Retention, Customer Service, Start-ups, Sales, Call Centers, Food Service, Account Management, Cold Calling, Sales Process, New Business Development, Selling, CRM, Sales Management, B2B, Team Building, Lead Generation, Management, Sales Operations
Education
Metropolitan State College of Denver