Placemark Investments
Industry: Company
DescriptionFounded: 1999 Parent organization: Envestnet
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Placemark Investments Employees
Employee
Years
Job
Industry
Brett Rainey Brett Rainey's Placemark Investments Experience January 2014 - October 2014
Job Senior Vice President, Program Management
Industry Investment Management
Experience
Envestnet, Inc October 2014 - Present
Placemark Investments January 2014 - October 2014
Placemark Investments January 2012 - January 2014
Placemark Investments January 2009 - January 2012
Placemark Investments November 2006 - December 2008
JP Morgan September 2004 - October 2006
MFS Investment Management January 2000 - September 2004
Chubb Securities / Jefferson Pilot December 1996 - January 2000
Evergreen Investments February 1996 - November 1996
Scudder, Stevens & Clark 1993 - 1996
Education
University of Massachusetts, Amherst
BA
Envestnet, Inc October 2014 - Present
Placemark Investments January 2014 - October 2014
Placemark Investments January 2012 - January 2014
Placemark Investments January 2009 - January 2012
Placemark Investments November 2006 - December 2008
JP Morgan September 2004 - October 2006
MFS Investment Management January 2000 - September 2004
Chubb Securities / Jefferson Pilot December 1996 - January 2000
Evergreen Investments February 1996 - November 1996
Scudder, Stevens & Clark 1993 - 1996
Education
University of Massachusetts, Amherst
BA
Maegen Greer Maegen Greer's Placemark Investments Experience January 2014 - September 2014
Job Senior Business Analyst at Envestnet, Inc
Industry Financial Services
Experience
Envestnet, Inc September 2014 - Present
Placemark Investments January 2014 - September 2014
Placemark Investments February 2012 - December 2013
Placemark Investments February 2007 - February 2012
Prestige Business Solutions November 2005 - January 2007
Skills
Analysis, Business Analysis, Financial Analysis, Process Improvement, Agile Methodologies, Data Analysis, Requirements Gathering, Customer Service, Business Process..., Requirements Analysis, User Acceptance Testing, Testing, Access, Outlook, Microsoft Office, Business Process, Agile Project Management, Project Scope..., Usability, Streamlining Work..., Financial Services, Quality Assurance, Program Management
Education
Texas A&M University-Corpus Christi 2002 — 2005
Bachelor of Business Administration (BBA), Marketing
Envestnet, Inc September 2014 - Present
Placemark Investments January 2014 - September 2014
Placemark Investments February 2012 - December 2013
Placemark Investments February 2007 - February 2012
Prestige Business Solutions November 2005 - January 2007
Skills
Analysis, Business Analysis, Financial Analysis, Process Improvement, Agile Methodologies, Data Analysis, Requirements Gathering, Customer Service, Business Process..., Requirements Analysis, User Acceptance Testing, Testing, Access, Outlook, Microsoft Office, Business Process, Agile Project Management, Project Scope..., Usability, Streamlining Work..., Financial Services, Quality Assurance, Program Management
Education
Texas A&M University-Corpus Christi 2002 — 2005
Bachelor of Business Administration (BBA), Marketing
Joseph Mrak Joseph Mrak's Placemark Investments Experience August 1999 - February 2004
Job Chairman & CEO at FolioDynamix
Industry Financial Services
Experience
FolioDynamix November 2007 - Present
Citigroup December 2006 - November 2007
CheckFree March 2004 - December 2006
Placemark Investments August 1999 - February 2004
A.T. Kearney, Inc. November 1996 - October 1999
Ernst & Young LLP May 1994 - October 1996
Skills
Capital Raising, Mergers and Acquisitions, New Business Development, Asset Management, Investments, Wealth Management, Banking, Debt & Equity Financing, Business Strategy, Marketing Strategy, Product Management, Financial Technology, Entrepreneurship, Asset Managment, Investment Management, Strategy, Portfolio Management, Financial Services, SaaS, Mutual Funds, Program Management, Strategic Planning, Mergers, Management Consulting, Private Equity, Hedge Funds, Investment Advisory, Securities, Equities, Asset Allocation, Business Analysis, Trading, Fixed Income, Mergers & Acquisitions, Management, Separately Managed..., Start-ups, Venture Capital, Investment Strategies, Product Marketing, Executive Management, Leadership, Trading Systems, Financial Advisory, E-commerce, Alternative Investments, mergers and acquisitions, Valuation, Risk Management, Finance
Education
The University of Texas at Austin 1998 — 2000
MBA
Marquette University 1990 — 1994
BS
Holy Cross High School 1986 — 1990
Memorial Middle School
FolioDynamix November 2007 - Present
Citigroup December 2006 - November 2007
CheckFree March 2004 - December 2006
Placemark Investments August 1999 - February 2004
A.T. Kearney, Inc. November 1996 - October 1999
Ernst & Young LLP May 1994 - October 1996
Skills
Capital Raising, Mergers and Acquisitions, New Business Development, Asset Management, Investments, Wealth Management, Banking, Debt & Equity Financing, Business Strategy, Marketing Strategy, Product Management, Financial Technology, Entrepreneurship, Asset Managment, Investment Management, Strategy, Portfolio Management, Financial Services, SaaS, Mutual Funds, Program Management, Strategic Planning, Mergers, Management Consulting, Private Equity, Hedge Funds, Investment Advisory, Securities, Equities, Asset Allocation, Business Analysis, Trading, Fixed Income, Mergers & Acquisitions, Management, Separately Managed..., Start-ups, Venture Capital, Investment Strategies, Product Marketing, Executive Management, Leadership, Trading Systems, Financial Advisory, E-commerce, Alternative Investments, mergers and acquisitions, Valuation, Risk Management, Finance
Education
The University of Texas at Austin 1998 — 2000
MBA
Marquette University 1990 — 1994
BS
Holy Cross High School 1986 — 1990
Memorial Middle School
Jessica Hutton, MBA/MHA Jessica Hutton, MBA/MHA's Placemark Investments Experience July 2007 - August 2013
Job Healthcare Administrator at Naval Medical Center San Diego
Industry Hospital & Health Care
Experience
US Navy March 2015 - Present
Spring Branch Community Health Center December 2014 - March 2015
Baylor College of Medicine June 2014 - August 2014
Placemark Investments July 2007 - August 2013
United States Air Force May 2004 - May 2007
Skills
Asset Allocation, Portfolio Management, Management, Budgets, Forecasting, Trading, Mutual Funds, Equities, Investments, Analysis, Investment Management, Wealth Management, Asset Management, Microsoft Excel, Alternative Investments, Account Reconciliation, Process Improvement, PowerPoint, Customer Service, Asset Managment, Project Management
Education
Texas Woman's University 2013 — 2014
Master's Degree, Health/Health Care Administration/Management
East Carolina University 2004 — 2007
MBA, Finance
University of West Florida - College of Business 2000 — 2003
Bachelors, Finance
US Navy March 2015 - Present
Spring Branch Community Health Center December 2014 - March 2015
Baylor College of Medicine June 2014 - August 2014
Placemark Investments July 2007 - August 2013
United States Air Force May 2004 - May 2007
Skills
Asset Allocation, Portfolio Management, Management, Budgets, Forecasting, Trading, Mutual Funds, Equities, Investments, Analysis, Investment Management, Wealth Management, Asset Management, Microsoft Excel, Alternative Investments, Account Reconciliation, Process Improvement, PowerPoint, Customer Service, Asset Managment, Project Management
Education
Texas Woman's University 2013 — 2014
Master's Degree, Health/Health Care Administration/Management
East Carolina University 2004 — 2007
MBA, Finance
University of West Florida - College of Business 2000 — 2003
Bachelors, Finance
Jeff Picozzi Jeff Picozzi's Placemark Investments Experience March 2006 - March 2009
Job Senior Solutions Marketing Manager at Iron Mountain
Industry Financial Services
Experience
Iron Mountain April 2013 - Present
Wolters Kluwer Financial Services October 2009 - April 2013
Placemark Investments March 2006 - March 2009
Columbia Management November 2004 - March 2006
Sunlife Financial October 2000 - December 2004
Keyport Life 1997 - 2000
Skills
Marketing Strategy, Strategy, Marketing Management, CRM, Direct Marketing, Marketing, SaaS, Program Management, Product Management, Business Development, Mutual Funds, Corporate Communications, Financial Services, Email Marketing, Strategic Partnerships, Management, Market Planning, Sales, Risk Management, Budgets, Lead Generation, B2B Marketing
Education
University of Massachusetts Boston 1998 — 2001
Masters
University of Maine 1993 — 1996
BA
Iron Mountain April 2013 - Present
Wolters Kluwer Financial Services October 2009 - April 2013
Placemark Investments March 2006 - March 2009
Columbia Management November 2004 - March 2006
Sunlife Financial October 2000 - December 2004
Keyport Life 1997 - 2000
Skills
Marketing Strategy, Strategy, Marketing Management, CRM, Direct Marketing, Marketing, SaaS, Program Management, Product Management, Business Development, Mutual Funds, Corporate Communications, Financial Services, Email Marketing, Strategic Partnerships, Management, Market Planning, Sales, Risk Management, Budgets, Lead Generation, B2B Marketing
Education
University of Massachusetts Boston 1998 — 2001
Masters
University of Maine 1993 — 1996
BA
Austin Teague Austin Teague's Placemark Investments Experience May 2012 - April 2013
Job Underwriter at State Farm
Industry Capital Markets
Experience
State Farm January 2014 - Present
Placemark Investments May 2012 - April 2013
Ouachita Capital Student Investment Fund August 2011 - May 2012
Skills
Microsoft Office, Computer Hardware, Microsoft Excel, Access, Public Speaking, PowerPoint
Education
Ouachita Baptist University 2008 — 2012
Bachelor of Arts, Finance
State Farm January 2014 - Present
Placemark Investments May 2012 - April 2013
Ouachita Capital Student Investment Fund August 2011 - May 2012
Skills
Microsoft Office, Computer Hardware, Microsoft Excel, Access, Public Speaking, PowerPoint
Education
Ouachita Baptist University 2008 — 2012
Bachelor of Arts, Finance
Carey Teague Carey Teague's Placemark Investments Experience November 2007 - October 2014
Job Manager,Systems Infrastructure
Industry Information Technology and Services
Experience
Financial Technology October 2014 - Present
Placemark Investments November 2007 - October 2014
The Garland Group 2007 - 2007
Blue Cross Blue Shield of Texas 2005 - 2006
Hardin-Simmons University 2002 - 2006
Skills
Microsoft Excel, SQL, Linux, JavaScript, Microsoft Office, Security, Troubleshooting, Databases, Public Speaking, System Administration, Management, Leadership, Customer Service
Education
Hardin-Simmons University 2002 — 2006
Financial Technology October 2014 - Present
Placemark Investments November 2007 - October 2014
The Garland Group 2007 - 2007
Blue Cross Blue Shield of Texas 2005 - 2006
Hardin-Simmons University 2002 - 2006
Skills
Microsoft Excel, SQL, Linux, JavaScript, Microsoft Office, Security, Troubleshooting, Databases, Public Speaking, System Administration, Management, Leadership, Customer Service
Education
Hardin-Simmons University 2002 — 2006
Jason Galyon Jason Galyon's Placemark Investments Experience September 2008 - December 2008
Job Schneider Electric
Industry Computer Software
Experience
BruceTek June 2008 - Present
Sister Technologies January 2009 - March 2010
Placemark Investments September 2008 - December 2008
NDEx October 2007 - June 2008
ZeOmega November 2006 - October 2007
GL Automation (GLA) September 2006 - November 2006
McAfee October 2003 - August 2006
SAIC April 2002 - May 2003
SAIC September 1999 - March 2002
Skills
Python, TurboGears, SQLAlchemy, Bash, Vim, Cloud Applications, Linux, MongoDB, NoSQL, Nose, Test Automation, Continuous Integration, Dedication to..., Tenacious Work Ethic, Ethical Leadership, Servant Leadership, OpenGL, Distributed Systems, AMQP, Remote Development, Team-oriented, Self-driven, Open Source, Pyramid, Pylons, Highly motivated..., Entrepreneurship, Best Practices, Community Centric, Embedded Systems, Wireless Mesh, Web Applications, Microsoft SQL Server, SQL, Git, .NET, REST, Subversion, XML, Integration, SDLC, Ubuntu, Solaris, Enterprise Software, Programming, Operating Systems
Education
Texas A&M University 1993 — 1998
Bachelor of Science (BS), Education with Community Health option
Midland College 1992 — 1993
n/a, Paramedic
BruceTek June 2008 - Present
Sister Technologies January 2009 - March 2010
Placemark Investments September 2008 - December 2008
NDEx October 2007 - June 2008
ZeOmega November 2006 - October 2007
GL Automation (GLA) September 2006 - November 2006
McAfee October 2003 - August 2006
SAIC April 2002 - May 2003
SAIC September 1999 - March 2002
Skills
Python, TurboGears, SQLAlchemy, Bash, Vim, Cloud Applications, Linux, MongoDB, NoSQL, Nose, Test Automation, Continuous Integration, Dedication to..., Tenacious Work Ethic, Ethical Leadership, Servant Leadership, OpenGL, Distributed Systems, AMQP, Remote Development, Team-oriented, Self-driven, Open Source, Pyramid, Pylons, Highly motivated..., Entrepreneurship, Best Practices, Community Centric, Embedded Systems, Wireless Mesh, Web Applications, Microsoft SQL Server, SQL, Git, .NET, REST, Subversion, XML, Integration, SDLC, Ubuntu, Solaris, Enterprise Software, Programming, Operating Systems
Education
Texas A&M University 1993 — 1998
Bachelor of Science (BS), Education with Community Health option
Midland College 1992 — 1993
n/a, Paramedic
Steven Weyland, CFA's Placemark Investments Experience February 2006 - February 2007
Job Vice President/ Director, Southern Region Institution Division at RNC Genter Capital Management
Industry Investment Management
Experience
RNC Genter Capital Management October 2012 - Present
Laffer Associates February 2011 - July 2012
Kayne Anderson Rudnick February 2008 - February 2011
JP Morgan February 2007 - February 2008
Placemark Investments February 2006 - February 2007
Hilliard Lyons February 2004 - February 2006
BlackRock 2003 - 2003
Allianz Global Investors 1996 - 2002
Nicholas Applegate 1996 - 2001
PaineWebber 1991 - 1994
Skills
Investment Management..., High Net Worth..., Wealth Management, Separately Managed..., Investment Advisory, Training & Development, Strategy, Asset Management, Asset Allocation, Alternative Investments, Asset Managment, Financial Advisory, Investments, RIAs, Mutual Funds, institutional sales
Education
University of Kentucky 1982 — 1987
BBA, Marketing, Finance
Saint Xavier high school 1978 — 1982
RNC Genter Capital Management October 2012 - Present
Laffer Associates February 2011 - July 2012
Kayne Anderson Rudnick February 2008 - February 2011
JP Morgan February 2007 - February 2008
Placemark Investments February 2006 - February 2007
Hilliard Lyons February 2004 - February 2006
BlackRock 2003 - 2003
Allianz Global Investors 1996 - 2002
Nicholas Applegate 1996 - 2001
PaineWebber 1991 - 1994
Skills
Investment Management..., High Net Worth..., Wealth Management, Separately Managed..., Investment Advisory, Training & Development, Strategy, Asset Management, Asset Allocation, Alternative Investments, Asset Managment, Financial Advisory, Investments, RIAs, Mutual Funds, institutional sales
Education
University of Kentucky 1982 — 1987
BBA, Marketing, Finance
Saint Xavier high school 1978 — 1982
Randy Bullard Randy Bullard's Placemark Investments Experience 2001 - July 2012
Job Senior Managing Director, ETF Solution Group at Cantor Fitzgerald
Industry Financial Services
Experience
Cantor Fitzgerald December 2013 - Present
ETF Solution Group LLC July 2012 - December 2013
Placemark Investments 2001 - July 2012
InteractiveFunds 1999 - 2001
A.T. Kearney 1995 - 1999
SHL Systemhouse (EDS) 1992 - 1995
Various Companies 1987 - 1994
Skills
Asset Managment, Portfolio Management, Investment Management, ETFs, Mutual Funds, Investments, Strategy, Asset Management, Wealth Management, Start-ups, Venture Capital, Equities, Mergers & Acquisitions, Financial Services, Alternative Investments, Financial Advisory, Entrepreneurship, Mergers, Business Development, Investment Advisory, Public Speaking, Series 63, Asset Allocation, Securities, Management, Series 7, Business Strategy, Market Data, Public Relations, Software Development, Management Consulting, Retirement Planning, Morningstar, Outsourcing, Leadership
Education
The University of Texas at Dallas 1985 — 1989
BS, Computer Science
RHS
Cantor Fitzgerald December 2013 - Present
ETF Solution Group LLC July 2012 - December 2013
Placemark Investments 2001 - July 2012
InteractiveFunds 1999 - 2001
A.T. Kearney 1995 - 1999
SHL Systemhouse (EDS) 1992 - 1995
Various Companies 1987 - 1994
Skills
Asset Managment, Portfolio Management, Investment Management, ETFs, Mutual Funds, Investments, Strategy, Asset Management, Wealth Management, Start-ups, Venture Capital, Equities, Mergers & Acquisitions, Financial Services, Alternative Investments, Financial Advisory, Entrepreneurship, Mergers, Business Development, Investment Advisory, Public Speaking, Series 63, Asset Allocation, Securities, Management, Series 7, Business Strategy, Market Data, Public Relations, Software Development, Management Consulting, Retirement Planning, Morningstar, Outsourcing, Leadership
Education
The University of Texas at Dallas 1985 — 1989
BS, Computer Science
RHS
Judy Benavides, SPHR Judy Benavides, SPHR's Placemark Investments Experience September 2006 - May 2009
Job HR Business Partner at Raytheon
Industry Human Resources
Experience
Raytheon March 2012 - Present
CoreLogic June 2009 - March 2012
Placemark Investments September 2006 - May 2009
Fidelity Investments November 2002 - September 2006
Fidelity Investments September 1998 - November 2002
Self-employed April 1996 - August 1998
Fidelity Investments May 1990 - April 1996
Skills
Succession Planning, Employee Relations, Leadership Development, Leadership, Organizational..., Change Management, Team Building, MBTI, Talent Development
Education
The University of Dallas
MBA, Human Resources Management
The University of Dallas
BA, Psychology and Education
Raytheon March 2012 - Present
CoreLogic June 2009 - March 2012
Placemark Investments September 2006 - May 2009
Fidelity Investments November 2002 - September 2006
Fidelity Investments September 1998 - November 2002
Self-employed April 1996 - August 1998
Fidelity Investments May 1990 - April 1996
Skills
Succession Planning, Employee Relations, Leadership Development, Leadership, Organizational..., Change Management, Team Building, MBTI, Talent Development
Education
The University of Dallas
MBA, Human Resources Management
The University of Dallas
BA, Psychology and Education
Marianne Webb Marianne Webb's Placemark Investments Experience June 2013 - Present
Job Administrative Assistant/Receptionist at Placemark Investments
Industry Accounting
Experience
Placemark Investments June 2013 - Present
Horizon Bay - Plano, A Brookdale Senior Living Community February 2013 - June 2013
Clark Consulting (A division of AEGON/TransAmerica) June 2005 - July 2012
Craig Morgan & Associates (Primerica Financial Services) September 2001 - April 2005
Skills
Word, Excel, 10 Key, Great Plains Software, Customer Service, Administrative Support, Accounting, Accounts Receivable, Invoicing, Administrative..., Microsoft Excel, Microsoft Word, Financial Reporting, Data Entry, Outlook, Auditing, Process Improvement, Account Reconciliation, Spreadsheets, Training, Accounts Payable, Teamwork, Insurance
Education
Trevecca Nazarene University
Bachelor of Science, Psychology
Placemark Investments June 2013 - Present
Horizon Bay - Plano, A Brookdale Senior Living Community February 2013 - June 2013
Clark Consulting (A division of AEGON/TransAmerica) June 2005 - July 2012
Craig Morgan & Associates (Primerica Financial Services) September 2001 - April 2005
Skills
Word, Excel, 10 Key, Great Plains Software, Customer Service, Administrative Support, Accounting, Accounts Receivable, Invoicing, Administrative..., Microsoft Excel, Microsoft Word, Financial Reporting, Data Entry, Outlook, Auditing, Process Improvement, Account Reconciliation, Spreadsheets, Training, Accounts Payable, Teamwork, Insurance
Education
Trevecca Nazarene University
Bachelor of Science, Psychology
Charles C. Anderson Charles C. Anderson's Placemark Investments Experience March 2004 - November 2006
Job Regional Sales Director at Victory Capital
Industry Financial Services
Experience
Victory Capital January 2015 - Present
Highland Capital Management, Highland Funds (acquired GE Asset Management funds 2011) November 2010 - December 2014
GE Asset Management January 2008 - May 2010
Victory Capital Management November 2006 - September 2007
Placemark Investments March 2004 - November 2006
Harris Bretall Sullivan & Smith June 2000 - January 2004
Morgan Stanley July 1998 - June 2000
Skills
Series 7, Series 63, Series 65, Equities, Strategy, Fixed Income, Mutual Funds, Investment Strategies, Management, ETFs, Hedge Funds, Securities Market, Asset Allocation, Portfolio Management, Asset Management, Separately Managed..., Equity Research, Public Speaking, Sales, Alternative Investments, Financial Services, Finance, Investments, Securities, Investment Management, Wealth Management, Investment Advisory, Uniform Combined State..., FINRA, Retirement Planning, Fixed Annuities, 401k, Bonds, Retirement, Strategic Financial..., Series 24, Series 6, Trading, Bloomberg, Capital Markets, Financial Markets, Institutional Sales, Relationship Management, Private Equity, Wealth Management..., Credit, Variable Annuities, Investor Relations, Fund Of Funds, Financial Planning
Education
Texas Christian University
BBA, Marketing
FINRA Securities License
Series 7, 63, 65
Center for Fiduciary Studies 2006 — 2006
AIF®, Accredited Investment Fiduciary
Fairfield College Preparatory School
High School Diploma
Victory Capital January 2015 - Present
Highland Capital Management, Highland Funds (acquired GE Asset Management funds 2011) November 2010 - December 2014
GE Asset Management January 2008 - May 2010
Victory Capital Management November 2006 - September 2007
Placemark Investments March 2004 - November 2006
Harris Bretall Sullivan & Smith June 2000 - January 2004
Morgan Stanley July 1998 - June 2000
Skills
Series 7, Series 63, Series 65, Equities, Strategy, Fixed Income, Mutual Funds, Investment Strategies, Management, ETFs, Hedge Funds, Securities Market, Asset Allocation, Portfolio Management, Asset Management, Separately Managed..., Equity Research, Public Speaking, Sales, Alternative Investments, Financial Services, Finance, Investments, Securities, Investment Management, Wealth Management, Investment Advisory, Uniform Combined State..., FINRA, Retirement Planning, Fixed Annuities, 401k, Bonds, Retirement, Strategic Financial..., Series 24, Series 6, Trading, Bloomberg, Capital Markets, Financial Markets, Institutional Sales, Relationship Management, Private Equity, Wealth Management..., Credit, Variable Annuities, Investor Relations, Fund Of Funds, Financial Planning
Education
Texas Christian University
BBA, Marketing
FINRA Securities License
Series 7, 63, 65
Center for Fiduciary Studies 2006 — 2006
AIF®, Accredited Investment Fiduciary
Fairfield College Preparatory School
High School Diploma
Lee Chertavian Lee Chertavian's Placemark Investments Experience March 2001 - September 2014
Job Group President at Envestnet/Placemark
Industry Financial Services
Experience
Envestnet/Placemark October 2014 - Present
Placemark Investments March 2001 - September 2014
Affiliated Managers Group 1995 - 2000
Trans National Group 1987 - 1995
Bain & Company 1985 - 1987
Education
Harvard Business School 1983 — 1985
MBA, with distinction, General Management
Bowdoin College 1977 — 1981
AB, cum laude, Economics, History
Envestnet/Placemark October 2014 - Present
Placemark Investments March 2001 - September 2014
Affiliated Managers Group 1995 - 2000
Trans National Group 1987 - 1995
Bain & Company 1985 - 1987
Education
Harvard Business School 1983 — 1985
MBA, with distinction, General Management
Bowdoin College 1977 — 1981
AB, cum laude, Economics, History
Jay Cristello Jay Cristello's Placemark Investments Experience May 2012 - February 2014
Job Director of Business Development at Betterment Institutional
Industry Investment Management
Experience
Betterment Institutional May 2015 - Present
Placemark Investments May 2012 - February 2014
Northern Trust June 2006 - September 2011
ING Investment Management September 2001 - June 2007
Alliance Capital Management 1998 - September 2001
Skills
Separately Managed..., Alternative Investments, Mutual Funds, ETFs, Investments, Asset Allocation, Relationship Management, Investment Strategies, Investment Advisory, Fixed Income, Equities
Education
State University of New York at Albany 1991 — 1995
Bachelor of Science (BS), Economics
Betterment Institutional May 2015 - Present
Placemark Investments May 2012 - February 2014
Northern Trust June 2006 - September 2011
ING Investment Management September 2001 - June 2007
Alliance Capital Management 1998 - September 2001
Skills
Separately Managed..., Alternative Investments, Mutual Funds, ETFs, Investments, Asset Allocation, Relationship Management, Investment Strategies, Investment Advisory, Fixed Income, Equities
Education
State University of New York at Albany 1991 — 1995
Bachelor of Science (BS), Economics
David Jacobson's Placemark Investments Experience June 2004 - February 2006
Job Public Relations and Corporate Communications Executive
Industry Public Relations and Communications
Experience
Moody's Investors Service June 2011 - Present
Suzanne Bump for State Auditor April 2010 - November 2010
Sun Life Financial February 2006 - January 2010
Placemark Investments June 2004 - February 2006
Weber Shandwick 1997 - 2001
Skills
Strategic Communications, Crisis Communications, Corporate Communications, Public Relations, Government Relations, Marketing Communications, Public Policy, Executive Counsel, Speech Writing, Media Relations, Social Media, Communications Strategy, Writing, Public Speaking, Crisis Management, Message Development, Executive Communications, Social Networking, Blogging, Messaging, Press Releases, Publicity, Internal Communications, Facebook, Editing, Communication Training, Integrated Marketing, Marketing Strategy, Community Development, Public Affairs, Politics, Marketing, Publications, Storytelling, Reputation Management, Newsletters
Education
Suffolk University 2005 — 2008
M.S., Political Science
Boston University
B.S., Mass Communications
Moody's Investors Service June 2011 - Present
Suzanne Bump for State Auditor April 2010 - November 2010
Sun Life Financial February 2006 - January 2010
Placemark Investments June 2004 - February 2006
Weber Shandwick 1997 - 2001
Skills
Strategic Communications, Crisis Communications, Corporate Communications, Public Relations, Government Relations, Marketing Communications, Public Policy, Executive Counsel, Speech Writing, Media Relations, Social Media, Communications Strategy, Writing, Public Speaking, Crisis Management, Message Development, Executive Communications, Social Networking, Blogging, Messaging, Press Releases, Publicity, Internal Communications, Facebook, Editing, Communication Training, Integrated Marketing, Marketing Strategy, Community Development, Public Affairs, Politics, Marketing, Publications, Storytelling, Reputation Management, Newsletters
Education
Suffolk University 2005 — 2008
M.S., Political Science
Boston University
B.S., Mass Communications
Dru Ashcraft Dru Ashcraft's Placemark Investments Experience July 2003 - December 2004
Job Vice President, Regional Consultant at AIG Advisor Group
Industry Financial Services
Experience
AIG Advisor Group November 2014 - Present
The Annexus Group March 2013 - June 2014
United Capital Financial Partners February 2011 - November 2012
The Financial Services Network September 2007 - December 2010
AIG Advisor Group January 2005 - September 2007
Placemark Investments July 2003 - December 2004
Federated Investors, Inc. May 2001 - July 2003
Skills
Wealth Management, Financial Services, Mergers & Acquisitions, Investment Advisory, Finance, Investments, Asset Management, Alternative Investments, Financial Advisory, Relationship Management, Portfolio Management, Retirement, Retirement Planning, Mergers, Series 7, Strategy, Investment Strategies, Mutual Funds, Securities, Strategic Financial..., Strategic Planning, Financial Modeling, Insurance, Marketing, Business Development
Education
Brigham Young University 1996 — 1998
Bachelor of Arts (B.A.), Marketing Communications
AIG Advisor Group November 2014 - Present
The Annexus Group March 2013 - June 2014
United Capital Financial Partners February 2011 - November 2012
The Financial Services Network September 2007 - December 2010
AIG Advisor Group January 2005 - September 2007
Placemark Investments July 2003 - December 2004
Federated Investors, Inc. May 2001 - July 2003
Skills
Wealth Management, Financial Services, Mergers & Acquisitions, Investment Advisory, Finance, Investments, Asset Management, Alternative Investments, Financial Advisory, Relationship Management, Portfolio Management, Retirement, Retirement Planning, Mergers, Series 7, Strategy, Investment Strategies, Mutual Funds, Securities, Strategic Financial..., Strategic Planning, Financial Modeling, Insurance, Marketing, Business Development
Education
Brigham Young University 1996 — 1998
Bachelor of Arts (B.A.), Marketing Communications
Scott Egner's Placemark Investments Experience March 2007 - April 2009
Job Managed Account Solutions group at TD Ameritrade Institutional
Industry Investment Management
Experience
TD Ameritrade January 2010 - Present
- April 2009 - January 2010
Placemark Investments March 2007 - April 2009
Placemark Investments July 2004 - March 2007
AllianceBernstein December 2002 - December 2003
North American Funds 1998 - 2002
Federated Investors 1996 - 1999
Scudder Kemper Investments 1996 - 1997
CIBC 1987 - 1990
Skills
New Business Development, Strategic Planning, Marketing Strategy, Sales Management, High-Impact Sales..., Investment Advisory, Investment Strategies, Asset Managment, Asset Management, Series 24, Strategy, Asset Allocation, Business Development, Public Speaking, Series 63, Risk Management, Management, Alternative Investments, Financial Services, Portfolio Management, Selling, Separately Managed..., Retirement, Wealth Management, Mutual Funds, Series 7, Leadership, Hedge Funds, Investments, Retirement Planning, Marketing, Finance, Financial Advisory, 401k, Morningstar, Investment Management, Equities, ETFs
Education
Lake Forest College
Bachelor of Arts (B.A.), Double major- business and psychology
Northwestern University - Kellogg School of Management
MBA, Business Administration and Management, General
Princeton Day School
HS Diploma
TD Ameritrade January 2010 - Present
- April 2009 - January 2010
Placemark Investments March 2007 - April 2009
Placemark Investments July 2004 - March 2007
AllianceBernstein December 2002 - December 2003
North American Funds 1998 - 2002
Federated Investors 1996 - 1999
Scudder Kemper Investments 1996 - 1997
CIBC 1987 - 1990
Skills
New Business Development, Strategic Planning, Marketing Strategy, Sales Management, High-Impact Sales..., Investment Advisory, Investment Strategies, Asset Managment, Asset Management, Series 24, Strategy, Asset Allocation, Business Development, Public Speaking, Series 63, Risk Management, Management, Alternative Investments, Financial Services, Portfolio Management, Selling, Separately Managed..., Retirement, Wealth Management, Mutual Funds, Series 7, Leadership, Hedge Funds, Investments, Retirement Planning, Marketing, Finance, Financial Advisory, 401k, Morningstar, Investment Management, Equities, ETFs
Education
Lake Forest College
Bachelor of Arts (B.A.), Double major- business and psychology
Northwestern University - Kellogg School of Management
MBA, Business Administration and Management, General
Princeton Day School
HS Diploma
Daniel Biscoe Daniel Biscoe's Placemark Investments Experience April 2013 - December 2013
Job Mid Market Account Manager | Indiana at EMC
Industry Information Technology and Services
Experience
EMC April 2015 - Present
EMC June 2014 - March 2015
Placemark Investments April 2013 - December 2013
Constant Contact July 2012 - December 2012
Skills
Salesforce.com, Business Development, Demand Generation, Storage Area Networks, Datacenter..., Data Backup Solutions, Qualifying Prospects, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, Teamwork, Time Management, Cloud Computing, Leadership, Management, Sales, Customer Service, Lead Generation, Data Center, Virtualization
Education
Northeastern University 2009 — 2014
Bachelor of Science Degree, Business Administration; Entrepreneurship
Xaverian Brothers High School 2005 — 2009
EMC April 2015 - Present
EMC June 2014 - March 2015
Placemark Investments April 2013 - December 2013
Constant Contact July 2012 - December 2012
Skills
Salesforce.com, Business Development, Demand Generation, Storage Area Networks, Datacenter..., Data Backup Solutions, Qualifying Prospects, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, Teamwork, Time Management, Cloud Computing, Leadership, Management, Sales, Customer Service, Lead Generation, Data Center, Virtualization
Education
Northeastern University 2009 — 2014
Bachelor of Science Degree, Business Administration; Entrepreneurship
Xaverian Brothers High School 2005 — 2009
David Caffrey David Caffrey's Placemark Investments Experience 2008 - February 2014
Job Vice President, Client Advisor at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management March 2014 - Present
Placemark Investments 2008 - February 2014
W.P. Stewart 2007 - 2008
Geronimo Financial 2006 - 2007
TD Ameritrade 2005 - 2006
Fidelity Investments 2003 - 2005
Trust Company of America 2000 - June 2003
Education
Boston College
BA, Political Science
University of Denver - Sturm College of Law
JD, Law
J.P. Morgan Asset Management March 2014 - Present
Placemark Investments 2008 - February 2014
W.P. Stewart 2007 - 2008
Geronimo Financial 2006 - 2007
TD Ameritrade 2005 - 2006
Fidelity Investments 2003 - 2005
Trust Company of America 2000 - June 2003
Education
Boston College
BA, Political Science
University of Denver - Sturm College of Law
JD, Law
Mark Callahan Mark Callahan's Placemark Investments Experience July 2006 - March 2007
Job Vice President Portfolio Trading & Transition Management
Industry Financial Services
Experience
Capital Institutional Services March 2007 - Present
Placemark Investments July 2006 - March 2007
BlackRock July 2004 - July 2006
Merrill Lynch Investment Managers 2004 - 2006
ORIX Corporation May 2003 - June 2004
Skills
Series 7, Equity Trading, Portfolio Management, ETFs, Portfolio Trading, Program Trading, Transition Management, Quantitative Trading, Series 3, Series 55, Series 66, Equity Derivatives, Volatility Trading, Futures, Investment Consulting, Currency Trading, Curve Trading, Bloomberg, Fidessa, InstaQuote, Technical Analysis, Investment Advisory..., Trading, Options, FINRA, Volatility, Hedge Funds, Derivatives, Foreign Exchange, Equities, Series 63, Risk Management, Fixed Income
Education
University of Oklahoma 1998 — 2002
BBA, Finance
University of Oklahoma - Price College of Business 1998 — 2002
BBA, Finance
The University of Texas at Arlington 2003 — 2004
MSc., Real Estate Finance
Capital Institutional Services March 2007 - Present
Placemark Investments July 2006 - March 2007
BlackRock July 2004 - July 2006
Merrill Lynch Investment Managers 2004 - 2006
ORIX Corporation May 2003 - June 2004
Skills
Series 7, Equity Trading, Portfolio Management, ETFs, Portfolio Trading, Program Trading, Transition Management, Quantitative Trading, Series 3, Series 55, Series 66, Equity Derivatives, Volatility Trading, Futures, Investment Consulting, Currency Trading, Curve Trading, Bloomberg, Fidessa, InstaQuote, Technical Analysis, Investment Advisory..., Trading, Options, FINRA, Volatility, Hedge Funds, Derivatives, Foreign Exchange, Equities, Series 63, Risk Management, Fixed Income
Education
University of Oklahoma 1998 — 2002
BBA, Finance
University of Oklahoma - Price College of Business 1998 — 2002
BBA, Finance
The University of Texas at Arlington 2003 — 2004
MSc., Real Estate Finance
Matt Schott Matt Schott's Placemark Investments Experience March 2007 - December 2008
Job Director, Investment Product Development at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2014 - Present
Veritude February 2012 - January 2014
Financial Research Corporation January 2011 - September 2011
Veritude August 2010 - January 2011
Independence Enterprises LLC May 2009 - July 2010
Placemark Investments March 2007 - December 2008
TowerGroup January 2001 - March 2007
Fidelity Investments August 1987 - December 2000
Skills
Business Analysis, Project Planning, Project Implementation, Product Development, Product Marketing, Product Design, Product Launch, Project Portfolio..., Project Execution, Strategic Planning, Annu, Separately Managed..., Retirement Solutions, Retirement Income..., Financial Planning, Quality Assurance, Research, Survey Design
Education
Duke University
AB, Economics
Fidelity Investments January 2014 - Present
Veritude February 2012 - January 2014
Financial Research Corporation January 2011 - September 2011
Veritude August 2010 - January 2011
Independence Enterprises LLC May 2009 - July 2010
Placemark Investments March 2007 - December 2008
TowerGroup January 2001 - March 2007
Fidelity Investments August 1987 - December 2000
Skills
Business Analysis, Project Planning, Project Implementation, Product Development, Product Marketing, Product Design, Product Launch, Project Portfolio..., Project Execution, Strategic Planning, Annu, Separately Managed..., Retirement Solutions, Retirement Income..., Financial Planning, Quality Assurance, Research, Survey Design
Education
Duke University
AB, Economics
William L. Barlow, CIMA, CPWA William L. Barlow, CIMA, CPWA's Placemark Investments Experience 2005 - 2008
Job VP / Investment Strategist at Wells Fargo Private Bank
Industry Investment Management
Experience
Wells Fargo - The Private Bank August 2008 - Present
Placemark Investments 2005 - 2008
MFS Investment Management 2001 - 2005
Morgan Stanley 1999 - 2001
Education
University of Massachusetts, Amherst 1990 — 1994
BS, Political Science, Economics
Williston Northampton School 1986 — 1990
High School
Wells Fargo - The Private Bank August 2008 - Present
Placemark Investments 2005 - 2008
MFS Investment Management 2001 - 2005
Morgan Stanley 1999 - 2001
Education
University of Massachusetts, Amherst 1990 — 1994
BS, Political Science, Economics
Williston Northampton School 1986 — 1990
High School
Sandy Warrick, CFA Sandy Warrick, CFA's Placemark Investments Experience August 2007 - July 2008
Job Risk Manager at QuantZ Capital
Industry Investment Management
Experience
QuantZ Capital Management August 2009 - Present
Estate of Frances Stone Warrick July 2008 - June 2010
Placemark Investments August 2007 - July 2008
Northfield Information Services, Inc. 2001 - 2007
Neil Pryde Sails 1987 - 1994
Sobstad/Quantum Sails 1986 - 1992
Rohr Marine 1979 - 1986
Skills
Asset Allocation, Portfolio Optimization, Equities, Hedge Funds, Investments, Risk Management, Securities, Portfolio Management, Asset Managment, Derivatives, Alternative Investments
Education
Carnegie Mellon University 1996 — 1997
Masters, Computational Finance
West Coast University 1982 — 1984
MS, Computer Science
Massachusetts Institute of Technology 1975 — 1976
MS, Management
Massachusetts Institute of Technology 1968 — 1972
BS, Ocean Engineering
Milton Academy 1967 — 1968
Diploma, High School/Secondary Diplomas and Certificates
QuantZ Capital Management August 2009 - Present
Estate of Frances Stone Warrick July 2008 - June 2010
Placemark Investments August 2007 - July 2008
Northfield Information Services, Inc. 2001 - 2007
Neil Pryde Sails 1987 - 1994
Sobstad/Quantum Sails 1986 - 1992
Rohr Marine 1979 - 1986
Skills
Asset Allocation, Portfolio Optimization, Equities, Hedge Funds, Investments, Risk Management, Securities, Portfolio Management, Asset Managment, Derivatives, Alternative Investments
Education
Carnegie Mellon University 1996 — 1997
Masters, Computational Finance
West Coast University 1982 — 1984
MS, Computer Science
Massachusetts Institute of Technology 1975 — 1976
MS, Management
Massachusetts Institute of Technology 1968 — 1972
BS, Ocean Engineering
Milton Academy 1967 — 1968
Diploma, High School/Secondary Diplomas and Certificates
Kevin Hulse Kevin Hulse's Placemark Investments Experience July 2005 - January 2007
Job Development DBA at Apptricity
Industry Computer Software
Experience
Apptricity November 2011 - Present
CDI Corporation March 2008 - November 2011
Countrywide Financial Corporation January 2007 - March 2008
Placemark Investments July 2005 - January 2007
Neiman Marcus March 2004 - July 2005
Systems Research & Development 2002 - 2003
SRD 2002 - 2003
Westwood Studios July 1997 - February 2001
Mpower Communications 2001 - 2001
Innuity 2001 - 2001
Skills
Solaris, Oracle, Databases, Unix, AIX, Linux, Data Warehousing, PL/SQL, Oracle RAC, Disaster Recovery, Performance Tuning, Operating Systems, System Administration, C++, Microsoft SQL Server, Servers, Cluster, PHP, Unix Shell Scripting, SQL, RMAN, Data Guard, IBM AIX
Education
The Ohio State University 1992 — 1996
CIS, Systems Programming
Apptricity November 2011 - Present
CDI Corporation March 2008 - November 2011
Countrywide Financial Corporation January 2007 - March 2008
Placemark Investments July 2005 - January 2007
Neiman Marcus March 2004 - July 2005
Systems Research & Development 2002 - 2003
SRD 2002 - 2003
Westwood Studios July 1997 - February 2001
Mpower Communications 2001 - 2001
Innuity 2001 - 2001
Skills
Solaris, Oracle, Databases, Unix, AIX, Linux, Data Warehousing, PL/SQL, Oracle RAC, Disaster Recovery, Performance Tuning, Operating Systems, System Administration, C++, Microsoft SQL Server, Servers, Cluster, PHP, Unix Shell Scripting, SQL, RMAN, Data Guard, IBM AIX
Education
The Ohio State University 1992 — 1996
CIS, Systems Programming
Crystal Chester's Placemark Investments Experience 2006 - 2008
Job Registered Dietitian/Clinical Dietitian at Stonecrest Medical Center
Industry Hospital & Health Care
Experience
Stonecrest Medical Center March 2013 - Present
Spring Hill and surrounding areas June 2012 - Present
Lipscomb University August 2011 - April 2012
Placemark Investments 2006 - 2008
Skills
Research, Dietetics, Nutrition Education, Medical Nutrition..., Clinical Nutrition, Nutrition, Nutritional Counseling, Health Promotion, Health Education, Sports Nutrition, Wellness, Healthcare
Education
Lipscomb University 2009 — 2012
Bachelors of Science, Nutrition
University of Texas of the Permian Basin
Stonecrest Medical Center March 2013 - Present
Spring Hill and surrounding areas June 2012 - Present
Lipscomb University August 2011 - April 2012
Placemark Investments 2006 - 2008
Skills
Research, Dietetics, Nutrition Education, Medical Nutrition..., Clinical Nutrition, Nutrition, Nutritional Counseling, Health Promotion, Health Education, Sports Nutrition, Wellness, Healthcare
Education
Lipscomb University 2009 — 2012
Bachelors of Science, Nutrition
University of Texas of the Permian Basin
Richard Gockelman, CIMA® Richard Gockelman, CIMA®'s Placemark Investments Experience July 2005 - July 2008
Job Business Development & Relationship Mgt.
Industry Financial Services
Experience
Covestor May 2014 - March 2015
Covestor May 2013 - May 2014
Ridgewood Securities Corporation November 2011 - March 2013
New Frontier Advisors May 2011 - October 2011
Brandeis University January 2010 - April 2011
Commonwealth Financial Network July 2008 - January 2010
Placemark Investments July 2005 - July 2008
MFS Private Portfolio Services May 2004 - July 2005
MFS Fund Distributors, Inc. May 2000 - May 2004
Ruesch International 1999 - 2000
Skills
FINRA Series 22, Certified Investment..., FINRA Series 63, FINRA Series 65
Education
Brandeis University, Lemberg - International Business School 2009 — 2013
MS, Finance
Northeastern University 1990 — 1993
BS, Science
Covestor May 2014 - March 2015
Covestor May 2013 - May 2014
Ridgewood Securities Corporation November 2011 - March 2013
New Frontier Advisors May 2011 - October 2011
Brandeis University January 2010 - April 2011
Commonwealth Financial Network July 2008 - January 2010
Placemark Investments July 2005 - July 2008
MFS Private Portfolio Services May 2004 - July 2005
MFS Fund Distributors, Inc. May 2000 - May 2004
Ruesch International 1999 - 2000
Skills
FINRA Series 22, Certified Investment..., FINRA Series 63, FINRA Series 65
Education
Brandeis University, Lemberg - International Business School 2009 — 2013
MS, Finance
Northeastern University 1990 — 1993
BS, Science
Justin Dollins's Placemark Investments Experience July 2011 - December 2012
Job Senior Trader at Envestnet, Inc
Industry Financial Services
Experience
Envestnet, Inc January 2015 - Present
Envestnet, Inc December 2012 - December 2014
Placemark Investments July 2011 - December 2012
Southwest Securities August 2009 - July 2011
Skills
Asset Management, Equities, Investments, Mutual Funds, Securities, Series 7, Asset Allocation, Wealth Management, Bloomberg, Hedge Funds
Education
University of Mary-Hardin Baylor 2003 — 2008
Bachelors of Science, Business
Envestnet, Inc January 2015 - Present
Envestnet, Inc December 2012 - December 2014
Placemark Investments July 2011 - December 2012
Southwest Securities August 2009 - July 2011
Skills
Asset Management, Equities, Investments, Mutual Funds, Securities, Series 7, Asset Allocation, Wealth Management, Bloomberg, Hedge Funds
Education
University of Mary-Hardin Baylor 2003 — 2008
Bachelors of Science, Business
Erica Tuccero Erica Tuccero's Placemark Investments Experience June 2013 - January 2015
Job Marketing Associate at Envestnet
Industry Financial Services
Experience
Envestnet, Inc January 2015 - Present
Placemark Investments June 2013 - January 2015
Ross-Simons January 2013 - April 2013
Swarovski, Touchstone Crystal May 2012 - August 2012
Skills
Marketing, InDesign, Illustrator, PowerPoint, Social Media, Microsoft Excel, Outlook, Coordinating Events
Education
Providence College 2009 — 2013
Bachelor of Science, Marketing
Medfield High School 2005 — 2009
Diploma
Envestnet, Inc January 2015 - Present
Placemark Investments June 2013 - January 2015
Ross-Simons January 2013 - April 2013
Swarovski, Touchstone Crystal May 2012 - August 2012
Skills
Marketing, InDesign, Illustrator, PowerPoint, Social Media, Microsoft Excel, Outlook, Coordinating Events
Education
Providence College 2009 — 2013
Bachelor of Science, Marketing
Medfield High School 2005 — 2009
Diploma
Scott Grayson Scott Grayson's Placemark Investments Experience December 2002 - November 2008
Job
Industry Financial Services
Experience
Scott E. Grayson, CFP® December 2013 - Present
Seeking a new career opportunity August 2013 - Present
Adhesion Wealth Advisor Solutions December 2011 - July 2013
Churchill Management Group March 2009 - November 2010
Placemark Investments December 2002 - November 2008
AssetMark Investment Services April 2001 - November 2002
National Planning Holdings, Inc. 2000 - 2001
H.D. Vest Financial Services 1991 - 2000
Skills
Investment Advisory..., Separately Managed..., Asset Managment, UMAs, Mutual Funds, Portfolio Management, Asset Allocation, Wealth Management, Securities, Alternative Investments, ETFs, Series 7, Series 63, Asset Management, Financial Services, Investment Strategies, Investment Advisory, Financial Advisory, Investments, Investment Management, Relationship Management
Education
The University of Texas at Austin - The Red McCombs School of Business 1986 — 1989
MPA
University of North Texas 1984 — 1986
Bachelor of Business Administration
Pampa High School
Scott E. Grayson, CFP® December 2013 - Present
Seeking a new career opportunity August 2013 - Present
Adhesion Wealth Advisor Solutions December 2011 - July 2013
Churchill Management Group March 2009 - November 2010
Placemark Investments December 2002 - November 2008
AssetMark Investment Services April 2001 - November 2002
National Planning Holdings, Inc. 2000 - 2001
H.D. Vest Financial Services 1991 - 2000
Skills
Investment Advisory..., Separately Managed..., Asset Managment, UMAs, Mutual Funds, Portfolio Management, Asset Allocation, Wealth Management, Securities, Alternative Investments, ETFs, Series 7, Series 63, Asset Management, Financial Services, Investment Strategies, Investment Advisory, Financial Advisory, Investments, Investment Management, Relationship Management
Education
The University of Texas at Austin - The Red McCombs School of Business 1986 — 1989
MPA
University of North Texas 1984 — 1986
Bachelor of Business Administration
Pampa High School
Jason Flynn Jason Flynn's Placemark Investments Experience April 2005 - April 2008
Job Business Analyst at CONEXIS, a division of WageWorks, Inc.
Industry Information Technology and Services
Experience
CONEXIS, a division of WageWorks, Inc. May 2015 - Present
HYLA Mobile - Extending the Life Cycle of Mobile Devices June 2014 - February 2015
Celerity February 2013 - April 2014
Robert Half Technology July 2012 - January 2013
Celerity August 2011 - July 2012
Penson Financial Services July 2008 - August 2011
Placemark Investments April 2005 - April 2008
Argo Data Resource Corporation September 2003 - April 2005
Fidelity Investments August 2001 - July 2003
Rushmore Financial Group December 1999 - August 2001
Skills
Business Analysis, SDLC, Analysis, Program Management, Requirements Analysis, Integration, Business Intelligence, Process Improvement, Visio, Agile Methodologies, SQL, Access, Banking, Business Process..., Management, Vendor Management, Scrum, WCF, Project Planning, Account Management, Project Management, UAT Coordination
Education
The University of Texas at Arlington - College of Business 1992 — 1996
BBA, Finance
CONEXIS, a division of WageWorks, Inc. May 2015 - Present
HYLA Mobile - Extending the Life Cycle of Mobile Devices June 2014 - February 2015
Celerity February 2013 - April 2014
Robert Half Technology July 2012 - January 2013
Celerity August 2011 - July 2012
Penson Financial Services July 2008 - August 2011
Placemark Investments April 2005 - April 2008
Argo Data Resource Corporation September 2003 - April 2005
Fidelity Investments August 2001 - July 2003
Rushmore Financial Group December 1999 - August 2001
Skills
Business Analysis, SDLC, Analysis, Program Management, Requirements Analysis, Integration, Business Intelligence, Process Improvement, Visio, Agile Methodologies, SQL, Access, Banking, Business Process..., Management, Vendor Management, Scrum, WCF, Project Planning, Account Management, Project Management, UAT Coordination
Education
The University of Texas at Arlington - College of Business 1992 — 1996
BBA, Finance
Kathey Carreiro Kathey Carreiro's Placemark Investments Experience April 2012 - Present
Job Software Engineer at Placemark Investments
Industry Computer Software
Experience
Placemark Investments April 2012 - Present
Hilton Hotels June 2009 - March 2010
imc2 April 2006 - October 2008
IceTV March 2005 - August 2005
LEF Interactive March 2002 - March 2005
Netch Technologies January 2000 - March 2001
Axis Communications February 1998 - December 1999
Ibertech September 1997 - January 1998
Alcon Laboratories, Inc. April 1995 - September 1997
AST Research November 1992 - April 1995
Education
The University of Texas at Austin 1985 — 1988
BA, Computer Science, Mathematics
Panama Canal College 1984 — 1984
Placemark Investments April 2012 - Present
Hilton Hotels June 2009 - March 2010
imc2 April 2006 - October 2008
IceTV March 2005 - August 2005
LEF Interactive March 2002 - March 2005
Netch Technologies January 2000 - March 2001
Axis Communications February 1998 - December 1999
Ibertech September 1997 - January 1998
Alcon Laboratories, Inc. April 1995 - September 1997
AST Research November 1992 - April 1995
Education
The University of Texas at Austin 1985 — 1988
BA, Computer Science, Mathematics
Panama Canal College 1984 — 1984
David R. Faulkner, CFP®, CLU®'s Placemark Investments Experience September 2004 - January 2011
Job Financial Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual January 2011 - Present
Placemark Investments September 2004 - January 2011
SummitAlliance Investment Group September 2001 - September 2004
Hewitt Associates August 1999 - September 2001
Skills
Retirement Planning, Wealth, Asset Allocation, Securities, Due Diligence, Term Life Insurance, Portfolio Management, Investment Management, Disability Insurance, Investment Advisory, Mutual Funds, Team Leadership, Retirement
Education
Southern Methodist University 2007 — 2008
Financial Planning Certificate Program
Texas A&M University 1994 — 1999
Finance, Business Administration
Richardson High School 1991 — 1994
General Studies
Northwestern Mutual January 2011 - Present
Placemark Investments September 2004 - January 2011
SummitAlliance Investment Group September 2001 - September 2004
Hewitt Associates August 1999 - September 2001
Skills
Retirement Planning, Wealth, Asset Allocation, Securities, Due Diligence, Term Life Insurance, Portfolio Management, Investment Management, Disability Insurance, Investment Advisory, Mutual Funds, Team Leadership, Retirement
Education
Southern Methodist University 2007 — 2008
Financial Planning Certificate Program
Texas A&M University 1994 — 1999
Finance, Business Administration
Richardson High School 1991 — 1994
General Studies
Tonya Young's Placemark Investments Experience October 2005 - May 2006
Job
Industry Renewables & Environment
Experience
Native, Inc. December 2014 - Present
Contractor & Volunteer October 2011 - Present
William J. Clinton Foundation - HEAL AR Program January 2010 - April 2011
Hodges Capital Management January 2007 - August 2008
Placemark Investments October 2005 - May 2006
The University of Texas Investment Management Company June 2004 - October 2005
Penn Investment Group June 2002 - September 2003
Merrill Lynch January 2002 - June 2002
Lehman Brothers August 1999 - September 2001
LCRA Credit Union 1995 - 1997
Education
The University of Texas at Austin - Red McCombs School of Business
BBA, Finance
Bryant High School 1991 — 1993
Native, Inc. December 2014 - Present
Contractor & Volunteer October 2011 - Present
William J. Clinton Foundation - HEAL AR Program January 2010 - April 2011
Hodges Capital Management January 2007 - August 2008
Placemark Investments October 2005 - May 2006
The University of Texas Investment Management Company June 2004 - October 2005
Penn Investment Group June 2002 - September 2003
Merrill Lynch January 2002 - June 2002
Lehman Brothers August 1999 - September 2001
LCRA Credit Union 1995 - 1997
Education
The University of Texas at Austin - Red McCombs School of Business
BBA, Finance
Bryant High School 1991 — 1993
Jason Kölker's Placemark Investments Experience September 2006 - July 2007
Job Ozone Openstack Developer at Rackspace Hosting
Industry Information Technology and Services
Experience
Rackspace Hosting April 2011 - Present
Rackspace July 2007 - April 2011
Placemark Investments September 2006 - July 2007
Rackspace Managed Hosting October 2005 - August 2006
Rackspace Managed Hosting May 2005 - October 2005
Rackspace Managed Hosting October 2004 - May 2005
Rackspace Managed Hosting March 2004 - October 2004
Rackspace Managed Hosting December 2002 - March 2004
Carrera Communications 2000 - 2003
Skills
Servers, Solaris, Windows Server, RHCE, RHEL, Python, Git, Linux, OpenStack
Education
Iowa State University 1998 — 2000
MIS/Pre-Med
Rackspace Hosting April 2011 - Present
Rackspace July 2007 - April 2011
Placemark Investments September 2006 - July 2007
Rackspace Managed Hosting October 2005 - August 2006
Rackspace Managed Hosting May 2005 - October 2005
Rackspace Managed Hosting October 2004 - May 2005
Rackspace Managed Hosting March 2004 - October 2004
Rackspace Managed Hosting December 2002 - March 2004
Carrera Communications 2000 - 2003
Skills
Servers, Solaris, Windows Server, RHCE, RHEL, Python, Git, Linux, OpenStack
Education
Iowa State University 1998 — 2000
MIS/Pre-Med
Omar Buhidma's Placemark Investments Experience June 2009 - Present
Job DevOps Engineer at Placemark Investments
Industry Internet
Experience
Placemark Investments June 2009 - Present
Placemark Investments November 2005 - June 2009
Rackspace Managed Hosting 2002 - 2005
Rackspace Managed Hosting 2002 - 2005
Skills
Virtualization, Servers, Cloud Computing, System Administration, Linux, Professional Mentoring, Peer Mentoring, Team Mentoring, Network Engineering, System Architecture, Systems Engineering, Customer-focused Service, MySQL, Web Services, Postfix, Cisco Firewall Security, PF, Iptables, ZFS, Xen, Proxmox, ESXi, Bacula, Samba, Active Directory
Education
Lindenwood University 1998 — 2001
Placemark Investments June 2009 - Present
Placemark Investments November 2005 - June 2009
Rackspace Managed Hosting 2002 - 2005
Rackspace Managed Hosting 2002 - 2005
Skills
Virtualization, Servers, Cloud Computing, System Administration, Linux, Professional Mentoring, Peer Mentoring, Team Mentoring, Network Engineering, System Architecture, Systems Engineering, Customer-focused Service, MySQL, Web Services, Postfix, Cisco Firewall Security, PF, Iptables, ZFS, Xen, Proxmox, ESXi, Bacula, Samba, Active Directory
Education
Lindenwood University 1998 — 2001
Ron Pruitt, CFA's Placemark Investments Experience December 1999 - September 2014
Job Executive Vice President at Envestnet Placemark
Industry Investment Management
Experience
Envestnet Placemark October 2014 - Present
Placemark Investments December 1999 - September 2014
General Electric December 1998 - December 1999
General Electric June 1997 - November 1998
Education
The University of Texas at Austin - The Red McCombs School of Business 1998 — 2000
MBA
United States Military Academy at West Point 1987 — 1991
Bachelor of Science (BS), Economics
Envestnet Placemark October 2014 - Present
Placemark Investments December 1999 - September 2014
General Electric December 1998 - December 1999
General Electric June 1997 - November 1998
Education
The University of Texas at Austin - The Red McCombs School of Business 1998 — 2000
MBA
United States Military Academy at West Point 1987 — 1991
Bachelor of Science (BS), Economics
Brian Glavin, AWMA®'s Placemark Investments Experience July 2005 - February 2008
Job Regional Director at RiverFront Investment Group
Industry Investment Management
Experience
RiverFront Investment Group January 2012 - Present
Janney Montgomery Scott November 2009 - December 2011
Janney Montgomery Scott February 2008 - November 2009
Placemark Investments July 2005 - February 2008
Pioneer Investments July 2002 - July 2005
Fidelity Investments June 2001 - July 2002
Skills
Series 7, Mutual Funds, Asset Allocation, Series 63, Wealth Management, Securities, Investments, Retirement, Asset Management, Investment Strategies, Investment Advisory, Series 66, New Business Development
Education
Merrimack College 1996 — 2000
BS- Business, Economics
RiverFront Investment Group January 2012 - Present
Janney Montgomery Scott November 2009 - December 2011
Janney Montgomery Scott February 2008 - November 2009
Placemark Investments July 2005 - February 2008
Pioneer Investments July 2002 - July 2005
Fidelity Investments June 2001 - July 2002
Skills
Series 7, Mutual Funds, Asset Allocation, Series 63, Wealth Management, Securities, Investments, Retirement, Asset Management, Investment Strategies, Investment Advisory, Series 66, New Business Development
Education
Merrimack College 1996 — 2000
BS- Business, Economics
Mark Marcellino's Placemark Investments Experience October 2004 - Present
Job Director, Advisor Sales
Industry Financial Services
Experience
Placemark Investments October 2004 - Present
Pioneer Investments March 1990 - April 2004
Education
Keene State College 1984 — 1988
Placemark Investments October 2004 - Present
Pioneer Investments March 1990 - April 2004
Education
Keene State College 1984 — 1988
Erik Preus's Placemark Investments Experience July 2012 - October 2014
Job Managing Director at Envestnet, Inc
Industry Investment Management
Experience
Envestnet, Inc October 2014 - Present
Placemark Investments July 2012 - October 2014
RBC Global Asset Management (U.S.) Inc. January 2003 - June 2012
Skills
Asset Management, Mutual Funds, Asset Allocation, Investments, Alternative Investments, Wealth Management, Series 7, Securities, Investment Management, Investment Advisory
Education
University of Hawaii at Manoa 1991 — 1992
MA, History
University of Dayton 1989 — 1991
MBA
United States Air Force Academy 1983 — 1987
BS, History
Envestnet, Inc October 2014 - Present
Placemark Investments July 2012 - October 2014
RBC Global Asset Management (U.S.) Inc. January 2003 - June 2012
Skills
Asset Management, Mutual Funds, Asset Allocation, Investments, Alternative Investments, Wealth Management, Series 7, Securities, Investment Management, Investment Advisory
Education
University of Hawaii at Manoa 1991 — 1992
MA, History
University of Dayton 1989 — 1991
MBA
United States Air Force Academy 1983 — 1987
BS, History
Michael Pescatore, CIMA's Placemark Investments Experience April 2005 - April 2012
Job Senior Vice President, Business Development at Envestnet, Inc.
Industry Financial Services
Experience
Envestnet, Inc April 2012 - Present
Placemark Investments April 2005 - April 2012
Putnam Investments June 2003 - March 2005
AIG SunAmerica July 1998 - March 2002
AXA Advisors May 1996 - July 1998
Skills
Managed Accounts, Investment Advisory, Managing Accounts, Separately Managed..., Mutual Funds, Asset Management, Alternative Investments, Strategy, ETFs, Investments, Strategic Financial..., Portfolio Management, Financial Advisory, Series 7, Retirement
Education
Merrimack College 2004 — 2005
Certificate, Financial Planning
Syracuse University - Martin J. Whitman School of Management 1989 — 1993
B.S, of Marketing
Envestnet, Inc April 2012 - Present
Placemark Investments April 2005 - April 2012
Putnam Investments June 2003 - March 2005
AIG SunAmerica July 1998 - March 2002
AXA Advisors May 1996 - July 1998
Skills
Managed Accounts, Investment Advisory, Managing Accounts, Separately Managed..., Mutual Funds, Asset Management, Alternative Investments, Strategy, ETFs, Investments, Strategic Financial..., Portfolio Management, Financial Advisory, Series 7, Retirement
Education
Merrimack College 2004 — 2005
Certificate, Financial Planning
Syracuse University - Martin J. Whitman School of Management 1989 — 1993
B.S, of Marketing
Ismail Kerim's Placemark Investments Experience January 2007 - May 2011
Job Web Application Developer at ClubCorp
Industry Computer Software
Experience
ClubCorp May 2011 - Present
Placemark Investments January 2007 - May 2011
Sprint Nextel November 2002 - December 2006
Sprint Nextel June 2002 - November 2002
Sprint Nextel December 2001 - June 2002
Sprint Nextel September 2000 - November 2001
Skills
SQL, JavaScript, Networking, Integration, Agile Methodologies, Web Applications, Budgets, Databases, Wireless
Education
New Jersey Institute of Technology 1996 — 2005
B.S., Computer Science
ClubCorp May 2011 - Present
Placemark Investments January 2007 - May 2011
Sprint Nextel November 2002 - December 2006
Sprint Nextel June 2002 - November 2002
Sprint Nextel December 2001 - June 2002
Sprint Nextel September 2000 - November 2001
Skills
SQL, JavaScript, Networking, Integration, Agile Methodologies, Web Applications, Budgets, Databases, Wireless
Education
New Jersey Institute of Technology 1996 — 2005
B.S., Computer Science
Tristan Ziska's Placemark Investments Experience July 2013 - August 2013
Job Infrastructure Team Lead at Edge Communications
Industry Telecommunications
Experience
Edge Communications June 2015 - Present
Edge Communications July 2014 - Present
Edge Communications February 2014 - June 2015
Odyssey Information Services August 2013 - February 2014
Placemark Investments July 2013 - August 2013
Placemark Investments December 2011 - July 2013
QsrSoft September 2008 - November 2011
Brookhaven National Laboratory November 2007 - September 2008
Where2GetIt July 2007 - October 2007
Skills
Linux server..., SuSE Linux, Apache, Linux System..., CentOS Linux, Bacula, Citrix Netscaler, Nagios, Solaris, ZFS, AutoYast, PXE, Citrix, Debian, Cisco Technologies, Firewalls, Linux, Unix
Education
Southern Methodist University 2003 — 2007
BS, Computer Engineering
Edge Communications June 2015 - Present
Edge Communications July 2014 - Present
Edge Communications February 2014 - June 2015
Odyssey Information Services August 2013 - February 2014
Placemark Investments July 2013 - August 2013
Placemark Investments December 2011 - July 2013
QsrSoft September 2008 - November 2011
Brookhaven National Laboratory November 2007 - September 2008
Where2GetIt July 2007 - October 2007
Skills
Linux server..., SuSE Linux, Apache, Linux System..., CentOS Linux, Bacula, Citrix Netscaler, Nagios, Solaris, ZFS, AutoYast, PXE, Citrix, Debian, Cisco Technologies, Firewalls, Linux, Unix
Education
Southern Methodist University 2003 — 2007
BS, Computer Engineering
Susie Marmolejo's Placemark Investments Experience January 2012 - Present
Job Operations Analyst Placemark Investments
Industry Financial Services
Experience
Placemark Investments January 2012 - Present
Behringer Harvard December 2006 - December 2011
Skills
Financial Advisory, Operations Management, Series 7, Series 63, Asset Management, Securities
Education
Kansas State University 1997 — 2001
Placemark Investments January 2012 - Present
Behringer Harvard December 2006 - December 2011
Skills
Financial Advisory, Operations Management, Series 7, Series 63, Asset Management, Securities
Education
Kansas State University 1997 — 2001
Lee P. Ellwood CIMA®'s Placemark Investments Experience May 2003 - December 2006
Job Vice President Regional Director Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney December 2006 - Present
Placemark Investments May 2003 - December 2006
Cabot Money Management March 1999 - December 2001
Fidelity Investments December 1994 - December 1998
Skills
Asset Allocation, Series 65, Separately Managed..., Series 7, Alternative Investments, ETFs, Wealth Management, Investment Advisory, Asset Managment, Investment Strategies, Portfolio Management, Hedge Funds, Managing Accounts
Education
Alfred University 1987 — 1991
Morgan Stanley Smith Barney December 2006 - Present
Placemark Investments May 2003 - December 2006
Cabot Money Management March 1999 - December 2001
Fidelity Investments December 1994 - December 1998
Skills
Asset Allocation, Series 65, Separately Managed..., Series 7, Alternative Investments, ETFs, Wealth Management, Investment Advisory, Asset Managment, Investment Strategies, Portfolio Management, Hedge Funds, Managing Accounts
Education
Alfred University 1987 — 1991
Larry Shirey's Placemark Investments Experience May 2005 - Present
Job Portfolio Manager at Placemark Investments
Industry Financial Services
Experience
Placemark Investments May 2005 - Present
Skills
Equities, Asset Allocation
Education
Louisiana State University 1989 — 1995
Placemark Investments May 2005 - Present
Skills
Equities, Asset Allocation
Education
Louisiana State University 1989 — 1995
Jim Demeritt's Placemark Investments Experience September 2008 - February 2013
Job Vice President Sales at Winterset Investments
Industry Financial Services
Experience
Winterset Investments September 2015 - Present
Envestnet / Placemark Investments March 2013 - August 2015
Placemark Investments September 2008 - February 2013
Placemark Investments June 2007 - March 2008
Pioneer Investments 2004 - 2007
Fleet Bank 2003 - 2004
UBS 2002 - 2003
Harvard 1993 - 1995
Skills
Wealth Management, Asset Allocation, Mutual Funds, Asset Managment, Securities, Investments, Business Development, Management, Asset Management, Finance, Financial Advisory, Equities, Financial Services, Investment Advisory, Portfolio Management, Separately Managed..., Series 63, Alternative Investments
Education
Isenberg School of Management, UMass Amherst 1985 — 1989
Operations
Winterset Investments September 2015 - Present
Envestnet / Placemark Investments March 2013 - August 2015
Placemark Investments September 2008 - February 2013
Placemark Investments June 2007 - March 2008
Pioneer Investments 2004 - 2007
Fleet Bank 2003 - 2004
UBS 2002 - 2003
Harvard 1993 - 1995
Skills
Wealth Management, Asset Allocation, Mutual Funds, Asset Managment, Securities, Investments, Business Development, Management, Asset Management, Finance, Financial Advisory, Equities, Financial Services, Investment Advisory, Portfolio Management, Separately Managed..., Series 63, Alternative Investments
Education
Isenberg School of Management, UMass Amherst 1985 — 1989
Operations
Joshua Loban's Placemark Investments Experience 2004 - 2007
Job Product Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2007 - Present
Placemark Investments 2004 - 2007
Education
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2004
MBA, Finance
University of Connecticut 1993 — 1997
BA, Psychology and Sociology
Fairfield College Preparatory School 1989 — 1993
HS Diploma, College Prep
Fidelity Investments June 2007 - Present
Placemark Investments 2004 - 2007
Education
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2004
MBA, Finance
University of Connecticut 1993 — 1997
BA, Psychology and Sociology
Fairfield College Preparatory School 1989 — 1993
HS Diploma, College Prep
David Bessire's Placemark Investments Experience 2006 - 2007
Job Web Development Team Lead at Health Care Service Corporation
Industry Information Technology and Services
Experience
Health Care Service Corporation 2007 - Present
Placemark Investments 2006 - 2007
Texas Instruments 1999 - 2003
Skills
Microsoft SQL Server, SQL, SDLC, Agile Methodologies, XML, SOA, Web Services, JavaScript, Enterprise Architecture, Java, Data Modeling, Requirements Analysis, Web Applications, Business Intelligence, AJAX, HTML, Linux, Web Development, Visio, Software Development, Databases
Education
The University of Texas at Dallas 2007 — 2012
MS, Computer Science
The University of Texas at Dallas 2003 — 2005
BS, Molecular Biology
Texas Tech University 1991 — 1998
BS, MS, Physics, Chemistry
Health Care Service Corporation 2007 - Present
Placemark Investments 2006 - 2007
Texas Instruments 1999 - 2003
Skills
Microsoft SQL Server, SQL, SDLC, Agile Methodologies, XML, SOA, Web Services, JavaScript, Enterprise Architecture, Java, Data Modeling, Requirements Analysis, Web Applications, Business Intelligence, AJAX, HTML, Linux, Web Development, Visio, Software Development, Databases
Education
The University of Texas at Dallas 2007 — 2012
MS, Computer Science
The University of Texas at Dallas 2003 — 2005
BS, Molecular Biology
Texas Tech University 1991 — 1998
BS, MS, Physics, Chemistry
kenneth schlupp's Placemark Investments Experience 2004 - 2005
Job Financial Center Manager at Wachovia Bank
Industry Banking
Experience
Max's Wine Dive August 2013 - Present
Wachovia Bank February 2008 - October 2011
Placemark Investments 2004 - 2005
Eaton Vance 2002 - 2003
OFI Private Investments November 1999 - February 2002
Lazard Asset Management April 1992 - November 1999
Skills
Separately Managed..., APL, Managed Accounts, Operations Management, Microsoft Office, Investments, Asset Management, Trading, Client Service, Mutual Funds, Risk Management, Equities, Series 7, Business Analysis, Wealth Management, Customer Relations, Portfolio Management, Due Diligence, Series 63, Strategic Planning, Product Development, Securities, Financial Reporting, Retirement, Asset Allocation, Bloomberg, Retirement Planning, Process Improvement, Budgeting, Banking, Sales Management, Financial Markets, Mergers, Team Leadership, Funding, Process Engineering, New Business Development, Business Strategy, Access, Product Management, Insurance, Excel, Trading Systems, Business Planning, Problem Solving, Cash Management, PowerPoint, Change Management, Asset Managment, Management
Education
State University of New York College at Oswego 1986 — 1990
Bachelor of Arts (BA), Public Relations, Advertising, and Applied Communication
Max's Wine Dive August 2013 - Present
Wachovia Bank February 2008 - October 2011
Placemark Investments 2004 - 2005
Eaton Vance 2002 - 2003
OFI Private Investments November 1999 - February 2002
Lazard Asset Management April 1992 - November 1999
Skills
Separately Managed..., APL, Managed Accounts, Operations Management, Microsoft Office, Investments, Asset Management, Trading, Client Service, Mutual Funds, Risk Management, Equities, Series 7, Business Analysis, Wealth Management, Customer Relations, Portfolio Management, Due Diligence, Series 63, Strategic Planning, Product Development, Securities, Financial Reporting, Retirement, Asset Allocation, Bloomberg, Retirement Planning, Process Improvement, Budgeting, Banking, Sales Management, Financial Markets, Mergers, Team Leadership, Funding, Process Engineering, New Business Development, Business Strategy, Access, Product Management, Insurance, Excel, Trading Systems, Business Planning, Problem Solving, Cash Management, PowerPoint, Change Management, Asset Managment, Management
Education
State University of New York College at Oswego 1986 — 1990
Bachelor of Arts (BA), Public Relations, Advertising, and Applied Communication
Larry Oslin CPA's Placemark Investments Experience April 2008 - Present
Job Asst Controller Financial Services
Industry Financial Services
Experience
Placemark Investments April 2008 - Present
Cactus Saddlery Inc. December 2005 - April 2008
Celanese 2004 - 2007
Celanese Chemical May 2004 - December 2006
PFSweb November 1998 - June 2004
Education
Certified Public Accountant 2000 — 2001
CPA, Accounting
The University of Texas at Dallas 1996 — 1998
30 hours Accounting - Non Matriculating Graduate Student, Accounting
University of Houston-Clear Lake 1987 — 1991
BBA, Marketing
Clear Creek High School 1980 — 1980
Placemark Investments April 2008 - Present
Cactus Saddlery Inc. December 2005 - April 2008
Celanese 2004 - 2007
Celanese Chemical May 2004 - December 2006
PFSweb November 1998 - June 2004
Education
Certified Public Accountant 2000 — 2001
CPA, Accounting
The University of Texas at Dallas 1996 — 1998
30 hours Accounting - Non Matriculating Graduate Student, Accounting
University of Houston-Clear Lake 1987 — 1991
BBA, Marketing
Clear Creek High School 1980 — 1980
Joel Merkins's Placemark Investments Experience November 2006 - March 2008
Job Accounting Professional
Industry Accounting
Experience
Placemark Investments November 2006 - March 2008
Education
Midwestern State University 1995 — 2001
BBA, Business Computer Information Systems
Placemark Investments November 2006 - March 2008
Education
Midwestern State University 1995 — 2001
BBA, Business Computer Information Systems
Jenny (Lam) Perkinson, M.A.'s Placemark Investments Experience June 2012 - August 2013
Job Unified Choice Trader at 1st Global
Industry Investment Management
Experience
1st Global May 2015 - Present
RR Donnelley January 2015 - May 2015
Thayer & Co. Total Wealth Management September 2014 - January 2015
The University of Dallas July 2014 - September 2014
Placemark Investments June 2012 - August 2013
Placemark Investments May 2010 - June 2012
Scottrade 2007 - 2010
Skills
Securities, Series 7, Bloomberg, Equities, Series 63, TESOL, TEFL, TESL, Alternative Investments, Portfolio Management, Mutual Funds
Education
The University of Texas at Dallas 2008 — 2009
Master of Arts, International Business
The University of Texas at Dallas 2004 — 2008
Bachelor of Science, Double Major: Business Administration and Finance
1st Global May 2015 - Present
RR Donnelley January 2015 - May 2015
Thayer & Co. Total Wealth Management September 2014 - January 2015
The University of Dallas July 2014 - September 2014
Placemark Investments June 2012 - August 2013
Placemark Investments May 2010 - June 2012
Scottrade 2007 - 2010
Skills
Securities, Series 7, Bloomberg, Equities, Series 63, TESOL, TEFL, TESL, Alternative Investments, Portfolio Management, Mutual Funds
Education
The University of Texas at Dallas 2008 — 2009
Master of Arts, International Business
The University of Texas at Dallas 2004 — 2008
Bachelor of Science, Double Major: Business Administration and Finance
Gina Pollmann's Placemark Investments Experience June 2011 - November 2011
Job Product Manager at Placemark Investments
Industry Financial Services
Experience
Placemark Investments June 2011 - November 2011
ATX Group, a Division of Cross Country Automotive May 2008 - June 2011
Citifinancial Mortgage Company, Inc. October 2003 - July 2006
PricewaterhouseCoopers May 2001 - January 2002
Affiliated Computer Services December 1999 - January 2001
Skills
UML, Use Case Analysis, Process Modeling, Waterfall, RUP, Agile, Gap Analysis, Operational Risk..., Business Analysis, Systems Analysis, PMP, Six Sigma, MS Project, Visio, TopTeam, Cognos, Siebel, JIRA, SharePoint, Photoshop, SDLC, Requirements Analysis, Functional..., Business Requirements, Cross-functional Team..., Risk Management, Software Project..., Agile Project Management, Product Strategy, Product Management, User Acceptance Testing, Business Intelligence, Scrum, Business Process Design, Agile Methodologies
Education
The University of New Mexico
Creative Writing
Placemark Investments June 2011 - November 2011
ATX Group, a Division of Cross Country Automotive May 2008 - June 2011
Citifinancial Mortgage Company, Inc. October 2003 - July 2006
PricewaterhouseCoopers May 2001 - January 2002
Affiliated Computer Services December 1999 - January 2001
Skills
UML, Use Case Analysis, Process Modeling, Waterfall, RUP, Agile, Gap Analysis, Operational Risk..., Business Analysis, Systems Analysis, PMP, Six Sigma, MS Project, Visio, TopTeam, Cognos, Siebel, JIRA, SharePoint, Photoshop, SDLC, Requirements Analysis, Functional..., Business Requirements, Cross-functional Team..., Risk Management, Software Project..., Agile Project Management, Product Strategy, Product Management, User Acceptance Testing, Business Intelligence, Scrum, Business Process Design, Agile Methodologies
Education
The University of New Mexico
Creative Writing
Michael Fallin's Placemark Investments Experience January 2011 - September 2011
Job Portfolio Manager at Placemark Investments
Industry Investment Management
Experience
Envestnet, Inc September 2011 - Present
Placemark Investments January 2011 - September 2011
Placemark Investments December 2006 - January 2011
Skills
Wealth Management, Securities, Mutual Funds, Asset Management, Alternative Investments, Asset Allocation
Education
Texas Tech University 2002 — 2005
Master of Arts (M.A.), Economics
Texas Tech University 1996 — 2002
Bachelor of Business Administration (BBA), Finance & Economics
Envestnet, Inc September 2011 - Present
Placemark Investments January 2011 - September 2011
Placemark Investments December 2006 - January 2011
Skills
Wealth Management, Securities, Mutual Funds, Asset Management, Alternative Investments, Asset Allocation
Education
Texas Tech University 2002 — 2005
Master of Arts (M.A.), Economics
Texas Tech University 1996 — 2002
Bachelor of Business Administration (BBA), Finance & Economics
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY