Promontory Interfinancial Network
Industry: Commercial company
DescriptionPromontory Interfinancial Network, LLC, is a privately held firm with a network of financial institutions that has approximately one-third of all U.S. commercial banks and thrifts as members. The company is located in Arlington, Virginia. Founded: 2002 Parent organization: MCDI (Holdings) LLC Subsidiary: Assetpoint Financial, LlcFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee photos See outsideMoved, closed, or was never hereReportPromontory Interfinancial NetworkWebsiteDirections Saved (0) Saved Save Financial institution in Arlington, Virginia Address: 1300 17th St N #1800, Arlington, VA 22209 Hours: Closed ⋅ Opens 9AM Mon SundayClosedMonday(Martin Luther King Jr. Day)9AM–7PMHours might differTuesday9AM–7PMWednesday9AM–7PMThursday9AM–7PMFriday9AM–7PMSaturdayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (703) 292-3400Website: : : : : Place name: : Category: : Website: http://www.promnetwork.com/ Category: Financial Institution Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Promontory Interfinancial Network Posting publicly on the Web Write a review Reviews Be the first to review
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Promontory Interfinancial Network Employees
Employee
Years
Job
Industry
Jan (Tilinski) Rempe Jan (Tilinski) Rempe's Promontory Interfinancial Network Experience 2004 - 2006
Job Regional VP, East Coast, HealthTeacher, Inc
Industry Program Development
Experience
HealthTeacher, Inc January 2009 - January 2015
The Buckhead Community Bank 2006 - 2008
Promontory Interfinancial Network 2004 - 2006
Cendant 1994 - 2001
Skills
Marketing, Strategic Partnerships, New Business Development, Leadership, Strategic Planning, Management, Fundraising, Program Management, Business Strategy, Entrepreneurship, Nonprofits, Business Development, Marketing Strategy, Start-ups, Health Education, Public Speaking, Non-profit Leadership, Healthcare, Community Engagement, Collaboration Solutions, Non-profit Director, Strategy, CRM
Education
American University - Kogod School of Business
MBA, Management/Marketing
The University of Connecticut
BA, Economics
HealthTeacher, Inc January 2009 - January 2015
The Buckhead Community Bank 2006 - 2008
Promontory Interfinancial Network 2004 - 2006
Cendant 1994 - 2001
Skills
Marketing, Strategic Partnerships, New Business Development, Leadership, Strategic Planning, Management, Fundraising, Program Management, Business Strategy, Entrepreneurship, Nonprofits, Business Development, Marketing Strategy, Start-ups, Health Education, Public Speaking, Non-profit Leadership, Healthcare, Community Engagement, Collaboration Solutions, Non-profit Director, Strategy, CRM
Education
American University - Kogod School of Business
MBA, Management/Marketing
The University of Connecticut
BA, Economics
Benjamin Pontillo Benjamin Pontillo's Promontory Interfinancial Network Experience June 2013 - October 2013
Job International Relations Professional
Industry International Affairs
Experience
US Army August 2011 - Present
American University August 2012 - Present
American University January 2014 - Present
North Bethlehem Fire Department June 2008 - May 2014
Promontory Interfinancial Network June 2013 - October 2013
US Trade Representative, Executive Office of the President June 2013 - August 2013
American University November 2011 - May 2012
Creo' Restaurant May 2009 - August 2011
Albany County District Attorney's Office June 2010 - August 2010
Skills
Foreign Policy, National Security, Government, Counterterrorism, Homeland Security, Security Clearance, Military, Military Operations, Political Science, Intelligence Analysis, International Relations, Command, Emergency Management, Army, Military History, Afghanistan, Policy, Public Speaking, Policy Analysis, Military Experience, Intelligence, Research
Education
American University 2011 — 2015
Bachelor of Arts, International Relations: Global Security and Middle East Studies
Georgetown University 2011 — 2015
Certificate, Military Science and Operational Studies
US Army August 2011 - Present
American University August 2012 - Present
American University January 2014 - Present
North Bethlehem Fire Department June 2008 - May 2014
Promontory Interfinancial Network June 2013 - October 2013
US Trade Representative, Executive Office of the President June 2013 - August 2013
American University November 2011 - May 2012
Creo' Restaurant May 2009 - August 2011
Albany County District Attorney's Office June 2010 - August 2010
Skills
Foreign Policy, National Security, Government, Counterterrorism, Homeland Security, Security Clearance, Military, Military Operations, Political Science, Intelligence Analysis, International Relations, Command, Emergency Management, Army, Military History, Afghanistan, Policy, Public Speaking, Policy Analysis, Military Experience, Intelligence, Research
Education
American University 2011 — 2015
Bachelor of Arts, International Relations: Global Security and Middle East Studies
Georgetown University 2011 — 2015
Certificate, Military Science and Operational Studies
Mohan (Shirley) Sun Mohan (Shirley) Sun's Promontory Interfinancial Network Experience September 2014 - Present
Job Product Analyst at Promontory Interfinancial Network
Industry Financial Services
Experience
Promontory Interfinancial Network September 2014 - Present
Global Trade Strategies (GTS) July 2014 - August 2014
iTalkBB Media July 2013 - August 2014
Citigroup - Centralized Citigold Associate Team June 2011 - August 2011
Agricultural Bank of China, Department of Asset Disposal July 2010 - September 2010
Skills
Microsoft Office Suite, Financial Statement..., Business Valuation, Bank Management, Teamwork, Financial Modeling, Project Management, Microsoft Office, Microsoft Excel, Social Media Marketing, Research, Finance, Business Strategy, Competitive Analysis, Management, Analysis, Data Analysis, Financial Analysis
Education
University of Maryland - Robert H. Smith School of Business 2012 — 2014
Master of Science (M.S.), Finance, General, 3.71
Capital University of Economics and Business 2008 — 2012
Bachelor's degree, Economics
Promontory Interfinancial Network September 2014 - Present
Global Trade Strategies (GTS) July 2014 - August 2014
iTalkBB Media July 2013 - August 2014
Citigroup - Centralized Citigold Associate Team June 2011 - August 2011
Agricultural Bank of China, Department of Asset Disposal July 2010 - September 2010
Skills
Microsoft Office Suite, Financial Statement..., Business Valuation, Bank Management, Teamwork, Financial Modeling, Project Management, Microsoft Office, Microsoft Excel, Social Media Marketing, Research, Finance, Business Strategy, Competitive Analysis, Management, Analysis, Data Analysis, Financial Analysis
Education
University of Maryland - Robert H. Smith School of Business 2012 — 2014
Master of Science (M.S.), Finance, General, 3.71
Capital University of Economics and Business 2008 — 2012
Bachelor's degree, Economics
Brian Lowrance, CFP® Brian Lowrance, CFP®'s Promontory Interfinancial Network Experience November 2011 - November 2014
Job Founder & Investment Advisor at Softwealth
Industry Financial Services
Experience
Softwealth June 2015 - Present
Wilshire Finance Partners January 2015 - May 2015
Promontory Interfinancial Network November 2011 - November 2014
Promontory Interfinancial Network June 2008 - November 2011
Advisors Asset Management, Inc. March 2007 - April 2008
LPL Financial October 2005 - March 2007
Skills
Investments, Portfolio Management, Business Development, Series 7, Retirement, Financial Advisory, Sales, Mutual Funds, Finance, Retirement Planning, Capital Markets, Asset Management, Financial Analysis, Bonds, Wealth Management, Equities, Financial Services, Alternative Investments, Securities, Banking, Risk Management, Management, Financial Planning, Series 63
Education
California Polytechnic State University-San Luis Obispo 2001 — 2005
BS, Business Administration
Softwealth June 2015 - Present
Wilshire Finance Partners January 2015 - May 2015
Promontory Interfinancial Network November 2011 - November 2014
Promontory Interfinancial Network June 2008 - November 2011
Advisors Asset Management, Inc. March 2007 - April 2008
LPL Financial October 2005 - March 2007
Skills
Investments, Portfolio Management, Business Development, Series 7, Retirement, Financial Advisory, Sales, Mutual Funds, Finance, Retirement Planning, Capital Markets, Asset Management, Financial Analysis, Bonds, Wealth Management, Equities, Financial Services, Alternative Investments, Securities, Banking, Risk Management, Management, Financial Planning, Series 63
Education
California Polytechnic State University-San Luis Obispo 2001 — 2005
BS, Business Administration
Sahaya Arul Arulanandam Sahaya Arul Arulanandam's Promontory Interfinancial Network Experience 2009 - Present
Job Evangelist, Experienced Agile Practitioner, Database and Application Administrator
Industry Information Technology and Services
Experience
Promontory Interfinancial Network 2009 - Present
American Red Cross 2001 - 2008
BITECH 1998 - 1999
BITECH 1997 - 1998
Skills
IT Management, Project Management, PMI Trained, Scrum, Agile Methodologies, Databases, Microsoft SQL Server, Database Administration, Oracle Enterprise..., Cloud Applications, Weblogic, Oracle ASM, Data Guard, Oracle RAC, Disaster Recovery, Splunk, Oracle Financial, Oracle E-Business Suite, ERP, Oracle Applications, System Administration, Business Analysis, High Availability, Data Migration
Education
Bharathidasan University
Master of Science (MS), Physics and Computer Science
Promontory Interfinancial Network 2009 - Present
American Red Cross 2001 - 2008
BITECH 1998 - 1999
BITECH 1997 - 1998
Skills
IT Management, Project Management, PMI Trained, Scrum, Agile Methodologies, Databases, Microsoft SQL Server, Database Administration, Oracle Enterprise..., Cloud Applications, Weblogic, Oracle ASM, Data Guard, Oracle RAC, Disaster Recovery, Splunk, Oracle Financial, Oracle E-Business Suite, ERP, Oracle Applications, System Administration, Business Analysis, High Availability, Data Migration
Education
Bharathidasan University
Master of Science (MS), Physics and Computer Science
Tom O'Toole Tom O'Toole's Promontory Interfinancial Network Experience June 2011 - May 2013
Job Associate at Standard & Poor's
Industry Capital Markets
Experience
Standard & Poor's July 2014 - Present
Promontory Interfinancial Network June 2011 - May 2013
Promontory Interfinancial Network January 2011 - June 2011
Promontory Interfinancial Network June 2009 - December 2010
Skills
Risk Management, Financial Analysis, Banking, Equity Research, Financial Operations, Credit Analysis, Bloomberg, Financial Modeling
Education
University of Notre Dame - Mendoza College of Business 2013 — 2014
Master of Business Administration (MBA), Investments and Corporate Finance
University of North Carolina at Wilmington 2004 — 2008
Bachelor of Science (B.S.), Finance
Standard & Poor's July 2014 - Present
Promontory Interfinancial Network June 2011 - May 2013
Promontory Interfinancial Network January 2011 - June 2011
Promontory Interfinancial Network June 2009 - December 2010
Skills
Risk Management, Financial Analysis, Banking, Equity Research, Financial Operations, Credit Analysis, Bloomberg, Financial Modeling
Education
University of Notre Dame - Mendoza College of Business 2013 — 2014
Master of Business Administration (MBA), Investments and Corporate Finance
University of North Carolina at Wilmington 2004 — 2008
Bachelor of Science (B.S.), Finance
Simon Storm Simon Storm's Promontory Interfinancial Network Experience July 2003 - Present
Job Senior Director, Enterprise Applications
Industry Financial Services
Experience
Promontory Interfinancial Network July 2003 - Present
ACTUATE March 2003 - June 2003
Accenture August 1999 - March 2003
Alcon Laboratories 1998 - 1998
Skills
IT Strategy, Financial Services, Software Project..., Business Analysis, Enterprise Architecture, Technical Architecture, Cloud Computing, Agile Methodologies, Business Process..., Business Intelligence, Business Process, SDLC, SOA, Program Management, Management Consulting, Management, Business Transformation, Product Management, Requirements Analysis, Project Management, Enterprise Software, PMP, Cross-functional Team..., Process Improvement, Analytics, Business Process..., SaaS, Strategy, Requirements Gathering, Integration, Start-ups, Vendor Management, Software Development, Solution Architecture, Data Center, Disaster Recovery, ITIL, Risk Management, IT Management, Project Portfolio..., CRM, SharePoint, Governance, Agile Project Management, PMO, Continuous Delivery
Education
University of Pennsylvania 2004 — 2006
Masters of Science and Engineering, Executive Masters in Technology Management, sponsored by Wharton and UPenn Engineering
Union College 1994 — 1999
Bachelor of Science, Mechanical Engineering
Promontory Interfinancial Network July 2003 - Present
ACTUATE March 2003 - June 2003
Accenture August 1999 - March 2003
Alcon Laboratories 1998 - 1998
Skills
IT Strategy, Financial Services, Software Project..., Business Analysis, Enterprise Architecture, Technical Architecture, Cloud Computing, Agile Methodologies, Business Process..., Business Intelligence, Business Process, SDLC, SOA, Program Management, Management Consulting, Management, Business Transformation, Product Management, Requirements Analysis, Project Management, Enterprise Software, PMP, Cross-functional Team..., Process Improvement, Analytics, Business Process..., SaaS, Strategy, Requirements Gathering, Integration, Start-ups, Vendor Management, Software Development, Solution Architecture, Data Center, Disaster Recovery, ITIL, Risk Management, IT Management, Project Portfolio..., CRM, SharePoint, Governance, Agile Project Management, PMO, Continuous Delivery
Education
University of Pennsylvania 2004 — 2006
Masters of Science and Engineering, Executive Masters in Technology Management, sponsored by Wharton and UPenn Engineering
Union College 1994 — 1999
Bachelor of Science, Mechanical Engineering
Thomas Zuzelo Thomas Zuzelo's Promontory Interfinancial Network Experience November 2010 - January 2011
Job Associate at Macquarie Capital
Industry Banking
Experience
Macquarie Group June 2014 - Present
Macquarie Group July 2011 - June 2014
Promontory Interfinancial Network November 2010 - January 2011
Grupo Santander April 2010 - September 2010
Skills
Financial Analysis, Economics, Banking, Valuation, Financial Modeling, Financial Services
Education
Georgetown University 2007 — 2011
B.S., International Economics
Universidad Complutense de Madrid 2010 — 2010
Study Abroad, Economics
Macquarie Group June 2014 - Present
Macquarie Group July 2011 - June 2014
Promontory Interfinancial Network November 2010 - January 2011
Grupo Santander April 2010 - September 2010
Skills
Financial Analysis, Economics, Banking, Valuation, Financial Modeling, Financial Services
Education
Georgetown University 2007 — 2011
B.S., International Economics
Universidad Complutense de Madrid 2010 — 2010
Study Abroad, Economics
Ranjith Reddy V.'s Promontory Interfinancial Network Experience March 2009 - October 2012
Job Senior Program/Project Manager (Certified PMP & Scrum Master)
Industry Information Technology and Services
Experience
Fannie Mae November 2014 - Present
The College Board May 2014 - October 2014
Fannie Mae October 2012 - April 2014
Promontory Interfinancial Network March 2009 - October 2012
Deemtech 2010 - 2011
Fannie Mae July 2006 - December 2008
Positive Edge Strategies Inc June 2002 - December 2006
KCR Ssystems Inc January 2001 - June 2002
Skills
Business Analysis, Scrum, PMP, Agile Methodologies, Enterprise Architecture, Data Warehousing, Project Management, IT Strategy, Strategic Partnerships, Business Planning, Business Process..., Product Management, Software Project..., Program Management, Big Data Solutioning
Education
The University of Memphis 1999 — 2000
Master of Business Administration (MBA), Management Information Systems, General
University of Louisiana at Lafayette 1998 — 1999
MJCIT 1994 — 1998
Bachelor of Engineering (B.E.), Mechnanical
Little Flower Junior College 1992 — 1994
Junior College
Little Flower High School 1980 — 1992
High School
Fannie Mae November 2014 - Present
The College Board May 2014 - October 2014
Fannie Mae October 2012 - April 2014
Promontory Interfinancial Network March 2009 - October 2012
Deemtech 2010 - 2011
Fannie Mae July 2006 - December 2008
Positive Edge Strategies Inc June 2002 - December 2006
KCR Ssystems Inc January 2001 - June 2002
Skills
Business Analysis, Scrum, PMP, Agile Methodologies, Enterprise Architecture, Data Warehousing, Project Management, IT Strategy, Strategic Partnerships, Business Planning, Business Process..., Product Management, Software Project..., Program Management, Big Data Solutioning
Education
The University of Memphis 1999 — 2000
Master of Business Administration (MBA), Management Information Systems, General
University of Louisiana at Lafayette 1998 — 1999
MJCIT 1994 — 1998
Bachelor of Engineering (B.E.), Mechnanical
Little Flower Junior College 1992 — 1994
Junior College
Little Flower High School 1980 — 1992
High School
Frank Ye's Promontory Interfinancial Network Experience March 2014 - September 2015
Job Account Executive at Promontory Interfinancial Network
Industry Financial Services
Experience
Promontory Interfinancial Network March 2014 - September 2015
National Student Clearinghouse May 2013 - February 2014
National Student Clearinghouse July 2012 - May 2013
Live Green DC January 2012 - March 2012
Office of International Programs June 2009 - December 2011
National Student Clearinghouse May 2011 - August 2011
Skills
Social Media, Microsoft Office, Writing, Marketing, Microsoft Excel, Microsoft Word, Data Analysis, Market Research, PowerPoint, Public Speaking, Event Planning, Nonprofits, Customer Service, Social Media Marketing, Marketing Strategy, Event Management, Leadership, Strategic Planning, Project Management, Analysis, Facebook, Editing, Access, Public Relations
Education
Georgetown University - The McDonough School of Business 2008 — 2012
B.S., Business Administration, Marketing, Management
The Chinese University of Hong Kong (CUHK) Business School 2010 — 2010
International Marketing; Strategic Management
Promontory Interfinancial Network March 2014 - September 2015
National Student Clearinghouse May 2013 - February 2014
National Student Clearinghouse July 2012 - May 2013
Live Green DC January 2012 - March 2012
Office of International Programs June 2009 - December 2011
National Student Clearinghouse May 2011 - August 2011
Skills
Social Media, Microsoft Office, Writing, Marketing, Microsoft Excel, Microsoft Word, Data Analysis, Market Research, PowerPoint, Public Speaking, Event Planning, Nonprofits, Customer Service, Social Media Marketing, Marketing Strategy, Event Management, Leadership, Strategic Planning, Project Management, Analysis, Facebook, Editing, Access, Public Relations
Education
Georgetown University - The McDonough School of Business 2008 — 2012
B.S., Business Administration, Marketing, Management
The Chinese University of Hong Kong (CUHK) Business School 2010 — 2010
International Marketing; Strategic Management
Jeff Brainard, CFP®, CFS Jeff Brainard, CFP®, CFS's Promontory Interfinancial Network Experience November 2002 - April 2004
Job Regional Director IndexIQ | Mainstay Investments
Industry Investment Management
Experience
IndexIQ August 2015 - Present
Deutsche Bank May 2014 - August 2015
ALPS, A DST Company February 2013 - May 2014
ALPS Fund Services, Inc. January 2011 - February 2013
SPDR Exchange Traded Funds (ETFs) April 2004 - January 2011
Promontory Interfinancial Network November 2002 - April 2004
ALPS Fund Services, Inc. February 2001 - November 2002
ALPS Fund Services, Inc. August 1999 - February 2001
Skills
Mutual Funds, Asset Managment, Series 7, Series 63, Financial Services, Asset Allocation, Investments, Securities, Portfolio Management, Alternative Investments, Fixed Annuities, Financial Analysis, Business Development, Finance, Risk Management, Equities, Hedge Funds, Asset Management, ETFs, FINRA, Series 6, Wealth Management
Education
University of Colorado at Boulder - Leeds School of Business 1995 — 1999
Bachelor of Science, Business (Accounting and Small Business Management)
College for Financial Planning
Certified Financial Planner Educational Requirement, CFP
IndexIQ August 2015 - Present
Deutsche Bank May 2014 - August 2015
ALPS, A DST Company February 2013 - May 2014
ALPS Fund Services, Inc. January 2011 - February 2013
SPDR Exchange Traded Funds (ETFs) April 2004 - January 2011
Promontory Interfinancial Network November 2002 - April 2004
ALPS Fund Services, Inc. February 2001 - November 2002
ALPS Fund Services, Inc. August 1999 - February 2001
Skills
Mutual Funds, Asset Managment, Series 7, Series 63, Financial Services, Asset Allocation, Investments, Securities, Portfolio Management, Alternative Investments, Fixed Annuities, Financial Analysis, Business Development, Finance, Risk Management, Equities, Hedge Funds, Asset Management, ETFs, FINRA, Series 6, Wealth Management
Education
University of Colorado at Boulder - Leeds School of Business 1995 — 1999
Bachelor of Science, Business (Accounting and Small Business Management)
College for Financial Planning
Certified Financial Planner Educational Requirement, CFP
Phil Pratt's Promontory Interfinancial Network Experience January 2005 - 2012
Job Senior Account Executive, Key Accounts at Digital Insight, division of NCR
Industry Banking
Experience
Digital Insight January 2015 - Present
Strunk LLC August 2014 - December 2014
StrategyCorps November 2012 - July 2014
Promontory Interfinancial Network January 2005 - 2012
Profit Insight 2003 - 2005
Affinion Group 1992 - 2003
Western Union Priority Services 1991 - 1992
Lanier Worldwide, Boston MA 1986 - 1991
United Jersey Bank 1984 - 1986
Skills
Management, Marketing Strategy, Strategic Planning, Sales Management, Leadership, Financial Services, Cash Management, New Business Development, Account Management, Sales, Business Strategy, Marketing, Selling, Product Management, Start-ups, Project Management, Sales Operations, Team Building, Program Management, Team Leadership, Customer Service, Business Analysis, Coaching, Risk Management
Education
Boston College 1980 — 1984
1984
Avon Old Farms School
Digital Insight January 2015 - Present
Strunk LLC August 2014 - December 2014
StrategyCorps November 2012 - July 2014
Promontory Interfinancial Network January 2005 - 2012
Profit Insight 2003 - 2005
Affinion Group 1992 - 2003
Western Union Priority Services 1991 - 1992
Lanier Worldwide, Boston MA 1986 - 1991
United Jersey Bank 1984 - 1986
Skills
Management, Marketing Strategy, Strategic Planning, Sales Management, Leadership, Financial Services, Cash Management, New Business Development, Account Management, Sales, Business Strategy, Marketing, Selling, Product Management, Start-ups, Project Management, Sales Operations, Team Building, Program Management, Team Leadership, Customer Service, Business Analysis, Coaching, Risk Management
Education
Boston College 1980 — 1984
1984
Avon Old Farms School
Dave Still Dave Still's Promontory Interfinancial Network Experience March 2005 - Present
Job Regional Director at Promontory Interfinancial Network
Industry Financial Services
Experience
Promontory Interfinancial Network March 2005 - Present
BSG Financial January 2004 - April 2005
Fisi Madison Financial June 1994 - January 2004
Modern Business Systems 1993 - 1994
Russ Berrie 1988 - 1993
Skills
Sales and sales..., Proven track record in..., Financial Services, CRM, Marketing Strategy, Management, New Business Development, Business Development, Banking, Finance, Portfolio Management, Risk Management, Sales, Wealth Management, Investments, Credit, Sales Management, Financial Analysis, Business Strategy, Start-ups, Business Analysis, Strategy
Education
Culver Stockton College 1983 — 1987
Bachelor of Business Administration (BBA), Business/Commerce, General
Promontory Interfinancial Network March 2005 - Present
BSG Financial January 2004 - April 2005
Fisi Madison Financial June 1994 - January 2004
Modern Business Systems 1993 - 1994
Russ Berrie 1988 - 1993
Skills
Sales and sales..., Proven track record in..., Financial Services, CRM, Marketing Strategy, Management, New Business Development, Business Development, Banking, Finance, Portfolio Management, Risk Management, Sales, Wealth Management, Investments, Credit, Sales Management, Financial Analysis, Business Strategy, Start-ups, Business Analysis, Strategy
Education
Culver Stockton College 1983 — 1987
Bachelor of Business Administration (BBA), Business/Commerce, General
Rusty Wright Rusty Wright's Promontory Interfinancial Network Experience April 2012 - Present
Job Managing Director at Promontory Interfinancial Network
Industry Financial Services
Experience
Promontory Interfinancial Network April 2012 - Present
FBR & Co. November 2007 - April 2012
The Bear Companies June 2005 - August 2007
Skills
Capital Markets, Investment Banking, Private Placements, Financial Analysis, Financial Institutions, Community Banks, Private Equity, Equities, Financial Structuring, Investments, Financial Modeling, Capital Structure, Securities, Due Diligence, Series 7, Alternative Investments
Education
George Mason University School of Law 2004 — 2007
J.D., Law
Bridgewater College 2000 — 2004
BS, Economics
Promontory Interfinancial Network April 2012 - Present
FBR & Co. November 2007 - April 2012
The Bear Companies June 2005 - August 2007
Skills
Capital Markets, Investment Banking, Private Placements, Financial Analysis, Financial Institutions, Community Banks, Private Equity, Equities, Financial Structuring, Investments, Financial Modeling, Capital Structure, Securities, Due Diligence, Series 7, Alternative Investments
Education
George Mason University School of Law 2004 — 2007
J.D., Law
Bridgewater College 2000 — 2004
BS, Economics
michael lors michael lors's Promontory Interfinancial Network Experience January 2010 - Present
Job design director at michael lors design
Industry Design
Experience
michael lors design April 2005 - Present
Promontory Interfinancial Network January 2010 - Present
Planit November 2006 - March 2009
Aquent April 2005 - November 2006
Weber Shandwick November 1997 - April 2005
Blue Sky Design October 1995 - November 1997
Farrar Network November 1993 - October 1995
Skills
Logo Design, Creative Direction, Corporate Identity, Direct Mail, Advertising, Catalogs, Packaging, Art Direction, Adobe Creative Suite, Marketing, Design Consulting, Annual Reports, Press Checks, Tradeshow Design, Print Production..., Trade Shows, Brand Development
Education
Ohio University 1986 — 1991
BSJ, Journalism/Advertising Management
michael lors design April 2005 - Present
Promontory Interfinancial Network January 2010 - Present
Planit November 2006 - March 2009
Aquent April 2005 - November 2006
Weber Shandwick November 1997 - April 2005
Blue Sky Design October 1995 - November 1997
Farrar Network November 1993 - October 1995
Skills
Logo Design, Creative Direction, Corporate Identity, Direct Mail, Advertising, Catalogs, Packaging, Art Direction, Adobe Creative Suite, Marketing, Design Consulting, Annual Reports, Press Checks, Tradeshow Design, Print Production..., Trade Shows, Brand Development
Education
Ohio University 1986 — 1991
BSJ, Journalism/Advertising Management
Meghan Gallery Meghan Gallery's Promontory Interfinancial Network Experience May 2008 - June 2009
Job at Rubin Meyer Communications
Industry Design
Experience
Rubin Meyer Communications March 2011 - Present
Howrey LLP June 2009 - March 2011
Promontory Interfinancial Network May 2008 - June 2009
National Public Radio August 2005 - May 2008
The Evercare Company August 2002 - August 2005
MediaNews Group November 2000 - August 2002
Skills
Graphic Design, Web Design, Multimedia Design, Illustrator, InDesign, Logo Design, Layout, Typography, Packaging, Dreamweaver, Corporate Identity, Illustration, Marketing, Brochures, Advertising, Graphics, WordPress
Education
Bradley Academy of the Visual Arts
Design
State University of New York at Albany
Archaeology, Communication Arts
Rubin Meyer Communications March 2011 - Present
Howrey LLP June 2009 - March 2011
Promontory Interfinancial Network May 2008 - June 2009
National Public Radio August 2005 - May 2008
The Evercare Company August 2002 - August 2005
MediaNews Group November 2000 - August 2002
Skills
Graphic Design, Web Design, Multimedia Design, Illustrator, InDesign, Logo Design, Layout, Typography, Packaging, Dreamweaver, Corporate Identity, Illustration, Marketing, Brochures, Advertising, Graphics, WordPress
Education
Bradley Academy of the Visual Arts
Design
State University of New York at Albany
Archaeology, Communication Arts
Ayad Mirjan (ACE Certified)'s Promontory Interfinancial Network Experience October 2007 - September 2010
Job Fitness Trainer at Fit Anywhere
Industry Health, Wellness and Fitness
Experience
Fit Anywhere November 2014 - Present
Manwa Trading and Contracting September 2012 - September 2015
CustomerX Consulting January 2012 - January 2013
Promontory Interfinancial Network October 2007 - September 2010
National Endowment for Democracy June 2005 - September 2007
Skills
Customer Experience..., Customer Service..., Business Relationship..., Account Management, Blogging, Operations Management, Non-profits, Public Speaking, Customer Experience..., Supplier Negotiation, Purchasing Negotiation, Procurement, Customer Experience, CRM, Customer Service, Financial Services, Project Management, Change Management, Process Improvement, Training, Coaching, Banking, Strategy, Nonprofits, Consulting, Program Management, Management, Negotiation, Team Leadership, Business Strategy
Education
Henley Business School 2010 — 2012
MBA
University of California, San Diego 2003 — 2005
Bachelor's degree
Saddleback College 2000 — 2003
Associate of Arts (A.A.)
Fit Anywhere November 2014 - Present
Manwa Trading and Contracting September 2012 - September 2015
CustomerX Consulting January 2012 - January 2013
Promontory Interfinancial Network October 2007 - September 2010
National Endowment for Democracy June 2005 - September 2007
Skills
Customer Experience..., Customer Service..., Business Relationship..., Account Management, Blogging, Operations Management, Non-profits, Public Speaking, Customer Experience..., Supplier Negotiation, Purchasing Negotiation, Procurement, Customer Experience, CRM, Customer Service, Financial Services, Project Management, Change Management, Process Improvement, Training, Coaching, Banking, Strategy, Nonprofits, Consulting, Program Management, Management, Negotiation, Team Leadership, Business Strategy
Education
Henley Business School 2010 — 2012
MBA
University of California, San Diego 2003 — 2005
Bachelor's degree
Saddleback College 2000 — 2003
Associate of Arts (A.A.)
Thomas Frick Thomas Frick's Promontory Interfinancial Network Experience April 2014 - Present
Job Treasury Desk Manager Promontory Interfinancial
Industry Financial Services
Experience
Promontory Interfinancial Network April 2014 - Present
FBR July 2011 - March 2014
Boenning & Scattergood July 2009 - June 2011
Janney Montgomery Scott June 2008 - August 2008
Credit Suisse June 2007 - December 2007
Boenning & Scattergood May 2006 - August 2006
Skills
Equities, Series 7, Valuation, Bloomberg, Excel, Series 66, series 86, series 87, Capital Markets, Securities, Bonds, Investments, Equity Research, FINRA, Equity Valuation, Financial Services, Banking, Microsoft Excel, Asset Management, Uniform Combined State..., Trading, Bloomberg Terminal, Private Equity, Series 63, Alternative Investments, Financial Modeling, Hedge Funds, Fixed Income
Education
Virginia Polytechnic Institute and State University 2015 — 2018
Master of Business Administration (MBA)
Elon University 2005 — 2009
B.S. and B.A., Business Admin./Finance and Economics
Promontory Interfinancial Network April 2014 - Present
FBR July 2011 - March 2014
Boenning & Scattergood July 2009 - June 2011
Janney Montgomery Scott June 2008 - August 2008
Credit Suisse June 2007 - December 2007
Boenning & Scattergood May 2006 - August 2006
Skills
Equities, Series 7, Valuation, Bloomberg, Excel, Series 66, series 86, series 87, Capital Markets, Securities, Bonds, Investments, Equity Research, FINRA, Equity Valuation, Financial Services, Banking, Microsoft Excel, Asset Management, Uniform Combined State..., Trading, Bloomberg Terminal, Private Equity, Series 63, Alternative Investments, Financial Modeling, Hedge Funds, Fixed Income
Education
Virginia Polytechnic Institute and State University 2015 — 2018
Master of Business Administration (MBA)
Elon University 2005 — 2009
B.S. and B.A., Business Admin./Finance and Economics
Neil Christy Neil Christy's Promontory Interfinancial Network Experience April 2007 - April 2009
Job Account Executive AaSys Group, Inc.
Industry Information Technology and Services
Experience
AaSys Group, Inc. October 2012 - Present
Network Contract Solutions May 2009 - October 2012
Promontory Interfinancial Network April 2007 - April 2009
StrategyCorps April 2002 - February 2007
3T - Transaction Tracking Technologies January 2000 - April 2002
Private Business 1998 - 1999
CUC International Consulting Services 1995 - 1997
FISI-Madison Financial 1990 - 1995
Skills
Executive Sales, International Client..., Long-term Customer..., Concept Implementation, International Start-Up..., Key Account Development, Marketing, Delivering Results..., Needs-Based Solutions, National Account..., Delivering Value..., National Account..., Creative Strategies, Resource Management, Key Account Management, Sales Management, Cold Calling Experience, National Accounts, Results Driven, Sales Performance, Direct Sales, Sales Prospecting, Closing Contracts, Sales Process..., International Sales, Sales Plan, High Energy Level, B2B Selling, Training, Strategy Implementation, Full Life-Cycle Selling, SaaS Sales, Develop High..., Passionate and..., Bank Sales, Cross Selling, Team Leadership, Coaching, Selling Skills, Complex Sales, P&L Responsibility, Closing Deals, Strategic Selling, Value-Based Selling, Solution Selling, Mentoring, Bottom-Line Results, Salesforce.com, Client Development, National Account...
Education
Vanderbilt University 1974 — 1978
M.A.; A.B.D., Classics
Lipscomb University 1967 — 1972
B.A., Humanities and Speech
AaSys Group, Inc. October 2012 - Present
Network Contract Solutions May 2009 - October 2012
Promontory Interfinancial Network April 2007 - April 2009
StrategyCorps April 2002 - February 2007
3T - Transaction Tracking Technologies January 2000 - April 2002
Private Business 1998 - 1999
CUC International Consulting Services 1995 - 1997
FISI-Madison Financial 1990 - 1995
Skills
Executive Sales, International Client..., Long-term Customer..., Concept Implementation, International Start-Up..., Key Account Development, Marketing, Delivering Results..., Needs-Based Solutions, National Account..., Delivering Value..., National Account..., Creative Strategies, Resource Management, Key Account Management, Sales Management, Cold Calling Experience, National Accounts, Results Driven, Sales Performance, Direct Sales, Sales Prospecting, Closing Contracts, Sales Process..., International Sales, Sales Plan, High Energy Level, B2B Selling, Training, Strategy Implementation, Full Life-Cycle Selling, SaaS Sales, Develop High..., Passionate and..., Bank Sales, Cross Selling, Team Leadership, Coaching, Selling Skills, Complex Sales, P&L Responsibility, Closing Deals, Strategic Selling, Value-Based Selling, Solution Selling, Mentoring, Bottom-Line Results, Salesforce.com, Client Development, National Account...
Education
Vanderbilt University 1974 — 1978
M.A.; A.B.D., Classics
Lipscomb University 1967 — 1972
B.A., Humanities and Speech
Omar Halwani Omar Halwani's Promontory Interfinancial Network Experience July 2004 - October 2007
Job Director
Industry Banking
Experience
Miami Central, LLC/Miami South, LLC/Miami Kendall, LLC/Miami Dade Kendall, LLC December 2012 - Present
PCBB CM October 2007 - December 2012
Promontory Interfinancial Network July 2004 - October 2007
Adams National Bank October 2003 - July 2004
Riggs Bank July 2001 - October 2003
Skills
Direct Sales, Sales Management, Sales Operations, Compliance, Branch Management, Investment Properties, Data Analysis, Requirements Analysis, Policy Analysis, Financial Analysis, Business Analysis, Market Analysis, Balance Sheet, Financial Reporting, Financial Services, Strategic Financial..., New Business Development, Product Development, Business Development, Trading Systems, IT Development, IT Service Delivery, Real Estate Transactions, Real Estate, Real Estate Economics, Real Estate Investor, Contract Negotiation, Contract Management, Banking, Retail Banking, Private Banking, Branch Banking, Market Research, Marketing Research, Quantitative Research, Online Research, Leadership, Team Leadership, Management, Account Management, Project Management, Operations Management, Program Management, Patents, Patent Applications, Software Patents, Arabic, French, Securities
Education
Florida International University 1996 — 2001
Economics
Aiglon College 1990 — 1994
Miami Central, LLC/Miami South, LLC/Miami Kendall, LLC/Miami Dade Kendall, LLC December 2012 - Present
PCBB CM October 2007 - December 2012
Promontory Interfinancial Network July 2004 - October 2007
Adams National Bank October 2003 - July 2004
Riggs Bank July 2001 - October 2003
Skills
Direct Sales, Sales Management, Sales Operations, Compliance, Branch Management, Investment Properties, Data Analysis, Requirements Analysis, Policy Analysis, Financial Analysis, Business Analysis, Market Analysis, Balance Sheet, Financial Reporting, Financial Services, Strategic Financial..., New Business Development, Product Development, Business Development, Trading Systems, IT Development, IT Service Delivery, Real Estate Transactions, Real Estate, Real Estate Economics, Real Estate Investor, Contract Negotiation, Contract Management, Banking, Retail Banking, Private Banking, Branch Banking, Market Research, Marketing Research, Quantitative Research, Online Research, Leadership, Team Leadership, Management, Account Management, Project Management, Operations Management, Program Management, Patents, Patent Applications, Software Patents, Arabic, French, Securities
Education
Florida International University 1996 — 2001
Economics
Aiglon College 1990 — 1994
Clea J. Brislin Clea J. Brislin's Promontory Interfinancial Network Experience July 2008 - August 2008
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Independent Contractor 2011 - 2013
Fannie Mae October 2009 - December 2010
U.S. Census Bureau -- Census Coverage Management April 2009 - September 2009
Promontory Interfinancial Network July 2008 - August 2008
Freddie Mac February 2006 - February 2008
Fannie Mae August 2005 - February 2006
Freddie Mac July 2004 - August 2005
Fannie Mae May 2003 - November 2003
Independent Contractor January 2002 - April 2003
Morgan Stanley June 2000 - September 2001
Skills
Java, JavaScript, VBScript, COBOL, SQL, PL/SQL, XML, XSLT, Sybase, DB2, ISPF, TCP/IP, Toad, Business Process, Business Alignment, Systems Alignment, Requirements Analysis, System Design, System Development, Decision Engineering, Test Planning, Test Execution, Database Management, Systems Security, Project Management, Project Documentation, Technical Documentation, Executive Presentations, Technical Presentations, Drafting Proposals, Report Writing, Manual Drafting, Financial Systems
Education
Southern Seminary College
Associate of Science (A.S.), General Science
Strayer University (VA)
Bachelor of Science (B.S.), Computer Science
Independent Contractor 2011 - 2013
Fannie Mae October 2009 - December 2010
U.S. Census Bureau -- Census Coverage Management April 2009 - September 2009
Promontory Interfinancial Network July 2008 - August 2008
Freddie Mac February 2006 - February 2008
Fannie Mae August 2005 - February 2006
Freddie Mac July 2004 - August 2005
Fannie Mae May 2003 - November 2003
Independent Contractor January 2002 - April 2003
Morgan Stanley June 2000 - September 2001
Skills
Java, JavaScript, VBScript, COBOL, SQL, PL/SQL, XML, XSLT, Sybase, DB2, ISPF, TCP/IP, Toad, Business Process, Business Alignment, Systems Alignment, Requirements Analysis, System Design, System Development, Decision Engineering, Test Planning, Test Execution, Database Management, Systems Security, Project Management, Project Documentation, Technical Documentation, Executive Presentations, Technical Presentations, Drafting Proposals, Report Writing, Manual Drafting, Financial Systems
Education
Southern Seminary College
Associate of Science (A.S.), General Science
Strayer University (VA)
Bachelor of Science (B.S.), Computer Science
Bryan Wideman's Promontory Interfinancial Network Experience January 2011 - Present
Job Senior Operations Analyst Product Strategy at Promontory Interfinancial Network
Industry Financial Services
Experience
Promontory Interfinancial Network January 2011 - Present
Promontory Interfinancial Network October 2008 - January 2011
Skills
Business Analysis, Retail Banking, Business Development, Banking, Investments, Credit, Financial Analysis, Finance, Risk Management, Financial Services, Financial Modeling, Equities
Education
Florida State University 2006 — 2007
MA, International Affairs
Louisiana State University and Agricultural and Mechanical College 1999 — 2003
BA, Journalism
Promontory Interfinancial Network January 2011 - Present
Promontory Interfinancial Network October 2008 - January 2011
Skills
Business Analysis, Retail Banking, Business Development, Banking, Investments, Credit, Financial Analysis, Finance, Risk Management, Financial Services, Financial Modeling, Equities
Education
Florida State University 2006 — 2007
MA, International Affairs
Louisiana State University and Agricultural and Mechanical College 1999 — 2003
BA, Journalism
Robert Hartheimer Robert Hartheimer's Promontory Interfinancial Network Experience 2012 - 2012
Job Managing Member, Hartheimer LLC; Director, Chairman of Risk and Compliance Committee at Higher One Holdings (NYSE: ONE)
Industry Financial Services
Experience
Hartheimer LLC June 2008 - Present
Higher One Holdings (NYSE: ONE) January 2012 - Present
Sterling Financial Corporation (NASDAQ: STSA) September 2010 - April 2014
Promontory Interfinancial Network 2012 - 2012
Promontory Financial Group, LLC 2002 - 2008
FBR 1996 - 2001
FDIC October 1991 - December 1995
Smith Barney 1987 - 1991
Merrill Lynch 1982 - 1986
Skills
Financial Services, Risk Management, Strategy, Due Diligence, Management, Banking, Mergers & Acquisitions, Finance, Capital Markets, Financial Analysis, Credit, Asset Management, Legal Writing, Mortgage Lending, Private Equity, Executive Management
Education
University of Pennsylvania - The Wharton School 1980 — 1982
MBA
Hamilton College 1975 — 1979
BA
Hartheimer LLC June 2008 - Present
Higher One Holdings (NYSE: ONE) January 2012 - Present
Sterling Financial Corporation (NASDAQ: STSA) September 2010 - April 2014
Promontory Interfinancial Network 2012 - 2012
Promontory Financial Group, LLC 2002 - 2008
FBR 1996 - 2001
FDIC October 1991 - December 1995
Smith Barney 1987 - 1991
Merrill Lynch 1982 - 1986
Skills
Financial Services, Risk Management, Strategy, Due Diligence, Management, Banking, Mergers & Acquisitions, Finance, Capital Markets, Financial Analysis, Credit, Asset Management, Legal Writing, Mortgage Lending, Private Equity, Executive Management
Education
University of Pennsylvania - The Wharton School 1980 — 1982
MBA
Hamilton College 1975 — 1979
BA
Beth Pile Beth Pile's Promontory Interfinancial Network Experience 2003 - Present
Job Chief Risk Officer at Promontory
Industry Financial Services
Experience
Promontory Interfinancial Network 2003 - Present
Federal Financial Regulatory Agency 1983 - 2002
Office of the Comptroller of the Currency 1983 - 2002
Education
Drury University 1976 — 1980
Promontory Interfinancial Network 2003 - Present
Federal Financial Regulatory Agency 1983 - 2002
Office of the Comptroller of the Currency 1983 - 2002
Education
Drury University 1976 — 1980
Claudia Hinojosa, MBA Claudia Hinojosa, MBA's Promontory Interfinancial Network Experience 2003 - Present
Job Marketing Manager at Promontory Interfinancial Network
Industry Investment Banking
Experience
Promontory Interfinancial Network 2003 - Present
Cordiem, LLC 2001 - 2003
BURST! Media 2000 - 2000
Big Brother Association of Greater Boston 1998 - 2000
Skills
Business Analysis, Program Management, Strategic Planning, Project Management, Management Consulting, Banking, Process Improvement, Marketing, Business Strategy
Education
University of Maryland University College 2006 — 2008
MBA
Boston College 1996 — 1999
Bachelor
Promontory Interfinancial Network 2003 - Present
Cordiem, LLC 2001 - 2003
BURST! Media 2000 - 2000
Big Brother Association of Greater Boston 1998 - 2000
Skills
Business Analysis, Program Management, Strategic Planning, Project Management, Management Consulting, Banking, Process Improvement, Marketing, Business Strategy
Education
University of Maryland University College 2006 — 2008
MBA
Boston College 1996 — 1999
Bachelor
Douglas Waller's Promontory Interfinancial Network Experience January 2015 - Present
Job Senior Security Analyst at Promontory Interfinancial Network
Industry Financial Services
Experience
Promontory Interfinancial Network January 2015 - Present
Promontory Interfinancial Network February 2011 - December 2014
Promontory Interfinancial Network May 2009 - February 2011
BearingPoint July 2007 - April 2009
Skills
Security+, Information Security, Business Continuity, Disaster Recovery, Policy, Standards Compliance, Risk Assessment, DLP, Security Management, Physical Security, IT Audit, Security Audit, Computer Security, Vulnerability Assessment, Security, Security Policy, Information Security..., Vulnerability Management, Security Audits, Network Security, CISA, Identity Management, FISMA, Penetration Testing, NIST, SAS70, Firewalls, Enterprise Architecture, Risk Management, Management
Education
James Madison University - College of Business 2003 — 2007
Bachelor's degree, Computer and Information Systems Security/Information Assurance
Promontory Interfinancial Network January 2015 - Present
Promontory Interfinancial Network February 2011 - December 2014
Promontory Interfinancial Network May 2009 - February 2011
BearingPoint July 2007 - April 2009
Skills
Security+, Information Security, Business Continuity, Disaster Recovery, Policy, Standards Compliance, Risk Assessment, DLP, Security Management, Physical Security, IT Audit, Security Audit, Computer Security, Vulnerability Assessment, Security, Security Policy, Information Security..., Vulnerability Management, Security Audits, Network Security, CISA, Identity Management, FISMA, Penetration Testing, NIST, SAS70, Firewalls, Enterprise Architecture, Risk Management, Management
Education
James Madison University - College of Business 2003 — 2007
Bachelor's degree, Computer and Information Systems Security/Information Assurance
Karen Adsit Karen Adsit's Promontory Interfinancial Network Experience April 2014 - Present
Job IT Business Analyst at Promontory Interfinancial Network
Industry Information Technology and Services
Experience
Promontory Interfinancial Network April 2014 - Present
USAC June 2012 - February 2014
CARFAX June 2010 - June 2012
CARFAX, Inc. June 2000 - June 2010
ADP Hayes-Ligon 1993 - 2000
Skills
Oracle, Business Intelligence, Agile Methodologies, SQL, Cpr Certified, .NET, Domain Modeling, Team Leadership, Project Planning, Project Management, SharePoint, Cognos, Salesforce.com, Business Process, ETL, Requirements Gathering, IT Strategy, Database Design, SDLC, Integration, Data Warehousing, Software Development, CRM, Business Analysis, Business Strategy, Agile Project Management, Object Oriented Design, Crochet, Knitting, TFS, Visual Studio, MVC Architecture, Systems Analysis, Web Services, Data Analysis, Software Project..., Requirements Analysis, Data Integration
Education
Computer Learning Center 1982 — 1983
Computer Programming Certificate, Computer Science, 4.0
Northern Virginia Community College 1981 — 1982
Business Administration and Management, General
George Mason University 1980 — 1981
Promontory Interfinancial Network April 2014 - Present
USAC June 2012 - February 2014
CARFAX June 2010 - June 2012
CARFAX, Inc. June 2000 - June 2010
ADP Hayes-Ligon 1993 - 2000
Skills
Oracle, Business Intelligence, Agile Methodologies, SQL, Cpr Certified, .NET, Domain Modeling, Team Leadership, Project Planning, Project Management, SharePoint, Cognos, Salesforce.com, Business Process, ETL, Requirements Gathering, IT Strategy, Database Design, SDLC, Integration, Data Warehousing, Software Development, CRM, Business Analysis, Business Strategy, Agile Project Management, Object Oriented Design, Crochet, Knitting, TFS, Visual Studio, MVC Architecture, Systems Analysis, Web Services, Data Analysis, Software Project..., Requirements Analysis, Data Integration
Education
Computer Learning Center 1982 — 1983
Computer Programming Certificate, Computer Science, 4.0
Northern Virginia Community College 1981 — 1982
Business Administration and Management, General
George Mason University 1980 — 1981
Hares Sadozai Hares Sadozai's Promontory Interfinancial Network Experience September 2002 - Present
Job Sr. Manager Data Center Operations at Promontory Interfinancial Network
Industry Financial Services
Experience
Promontory Interfinancial Network September 2002 - Present
NeuStar, Inc. 2001 - 2002
Cable & Wireless 1996 - 2001
Skills
Disaster Recovery, Enterprise Architecture, Cloud Computing, Governance, IT Management, ITIL, Data Center, Business Analysis, IT Strategy, Information Security, Business Continuity, Security, Vendor Management
Education
George Mason University 1997 — 1998
Master of Business Administration (MBA), Computer Science
George Mason University 1987 — 1992
Bachelor's degree, Computer Science
Promontory Interfinancial Network September 2002 - Present
NeuStar, Inc. 2001 - 2002
Cable & Wireless 1996 - 2001
Skills
Disaster Recovery, Enterprise Architecture, Cloud Computing, Governance, IT Management, ITIL, Data Center, Business Analysis, IT Strategy, Information Security, Business Continuity, Security, Vendor Management
Education
George Mason University 1997 — 1998
Master of Business Administration (MBA), Computer Science
George Mason University 1987 — 1992
Bachelor's degree, Computer Science
Ted Gibson Ted Gibson's Promontory Interfinancial Network Experience December 2013 - August 2015
Job Product Manager at SNL Financial
Industry Financial Services
Experience
SNL Financial September 2015 - Present
Promontory Interfinancial Network December 2013 - August 2015
Promontory Interfinancial Network September 2010 - December 2013
Promontory Interfinancial Network March 2009 - September 2010
Skills
Financial Analysis, Process Improvement, Financial Modeling, Investments, Business Analysis, Budgets, Analysis, Financial Services, Microsoft Excel, Microsoft Office, Program Management, Asset Management, Risk Management
Education
University of Florida 2004 — 2008
Bachelor's degree, Business Administration and Management
SNL Financial September 2015 - Present
Promontory Interfinancial Network December 2013 - August 2015
Promontory Interfinancial Network September 2010 - December 2013
Promontory Interfinancial Network March 2009 - September 2010
Skills
Financial Analysis, Process Improvement, Financial Modeling, Investments, Business Analysis, Budgets, Analysis, Financial Services, Microsoft Excel, Microsoft Office, Program Management, Asset Management, Risk Management
Education
University of Florida 2004 — 2008
Bachelor's degree, Business Administration and Management
Dan Bonano's Promontory Interfinancial Network Experience June 2004 - June 2007
Job SAE Conversion Sales
Industry Financial Services
Experience
Digital Insight July 2015 - Present
Affinion Group February 2014 - July 2015
Bancsource Inc. February 2010 - February 2014
Econocheck Corporation July 2007 - February 2010
Promontory Interfinancial Network June 2004 - June 2007
Affinion Group 1990 - 2004
Skills
Banking, Strategic Planning, Sales Management, New Business Development, Account Management, Marketing, Business Development, Sales, Customer Service, Team Building, Customer Satisfaction, Strategy, B2B
Education
Truman State University 1984 — 1988
B.A., Communications/Psychology
Digital Insight July 2015 - Present
Affinion Group February 2014 - July 2015
Bancsource Inc. February 2010 - February 2014
Econocheck Corporation July 2007 - February 2010
Promontory Interfinancial Network June 2004 - June 2007
Affinion Group 1990 - 2004
Skills
Banking, Strategic Planning, Sales Management, New Business Development, Account Management, Marketing, Business Development, Sales, Customer Service, Team Building, Customer Satisfaction, Strategy, B2B
Education
Truman State University 1984 — 1988
B.A., Communications/Psychology
Amy Davis Amy Davis's Promontory Interfinancial Network Experience January 2014 - June 2014
Job Business Consultant Community Financial Institutions at First Data Corporation
Industry Banking
Experience
First Data Corporation July 2014 - Present
Promontory Interfinancial Network January 2014 - June 2014
Promontory Interfinancial Network November 2010 - January 2014
Promontory Interfinancial Network, LLC August 2005 - November 2010
AMCORE Bank July 2003 - August 2005
American Bankers Association February 2001 - July 2003
Wisconsin Bankers Association August 1998 - February 2001
Skills
Strategic Planning, New Business Development, Marketing Strategy, Financial Analysis, Portfolio Management, Marketing, Sales Management, Project Management, Business Development, Banking, Team Leadership, Sales, Management, Team Building, Credit, Superior written,..., Microsoft suite skills..., Excellent..., Territory..., Territory Account..., Works well without..., CRM, Sales Operations, Selling, Market Planning, Leadership, Program Management, Product Management, Salesforce.com, Account Management, Relationship Management, Business Strategy, Financial Services
Education
University of Wisconsin-Madison 2004 — 2006
Masters, Journalism and Mass Communications
Johns Hopkins University 2002 — 2003
Marketing
University of Wisconsin-Oshkosh 1994 — 1997
BBA - Marketing, Marketing
St. Mary's Springs High School 1989 — 1993
First Data Corporation July 2014 - Present
Promontory Interfinancial Network January 2014 - June 2014
Promontory Interfinancial Network November 2010 - January 2014
Promontory Interfinancial Network, LLC August 2005 - November 2010
AMCORE Bank July 2003 - August 2005
American Bankers Association February 2001 - July 2003
Wisconsin Bankers Association August 1998 - February 2001
Skills
Strategic Planning, New Business Development, Marketing Strategy, Financial Analysis, Portfolio Management, Marketing, Sales Management, Project Management, Business Development, Banking, Team Leadership, Sales, Management, Team Building, Credit, Superior written,..., Microsoft suite skills..., Excellent..., Territory..., Territory Account..., Works well without..., CRM, Sales Operations, Selling, Market Planning, Leadership, Program Management, Product Management, Salesforce.com, Account Management, Relationship Management, Business Strategy, Financial Services
Education
University of Wisconsin-Madison 2004 — 2006
Masters, Journalism and Mass Communications
Johns Hopkins University 2002 — 2003
Marketing
University of Wisconsin-Oshkosh 1994 — 1997
BBA - Marketing, Marketing
St. Mary's Springs High School 1989 — 1993
Chris Ely Chris Ely's Promontory Interfinancial Network Experience December 2013 - Present
Job Treasury Desk Manager at Promontory Interfinancial Network
Industry Financial Services
Experience
Promontory Interfinancial Network December 2013 - Present
Promontory Interfinancial Network October 2012 - December 2013
Morgan Stanley June 2011 - October 2012
The Artery Gallery January 2010 - April 2010
Buccaneer Computer Systems and Service May 2009 - August 2009
Skills
Data Analysis, Access, Financial Analysis, Microsoft Excel, Derivatives, PowerPoint, Microsoft Office, Customer Service, Time Management, Banking, Microsoft Word, Outlook, Options, Financial Futures, Depository Services, Deposit Growth, Business Development
Education
University of North Carolina at Greensboro 2007 — 2010
Bachelor's Degree, Economics (Major), Information Technology (Minor)
Highland School
Promontory Interfinancial Network December 2013 - Present
Promontory Interfinancial Network October 2012 - December 2013
Morgan Stanley June 2011 - October 2012
The Artery Gallery January 2010 - April 2010
Buccaneer Computer Systems and Service May 2009 - August 2009
Skills
Data Analysis, Access, Financial Analysis, Microsoft Excel, Derivatives, PowerPoint, Microsoft Office, Customer Service, Time Management, Banking, Microsoft Word, Outlook, Options, Financial Futures, Depository Services, Deposit Growth, Business Development
Education
University of North Carolina at Greensboro 2007 — 2010
Bachelor's Degree, Economics (Major), Information Technology (Minor)
Highland School
Pearl Warren Knauss's Promontory Interfinancial Network Experience January 2003 - February 2004
Job Channel Account Manager at Dell
Industry Information Technology and Services
Experience
Dell June 2015 - Present
Dell February 2012 - Present
Quest Software July 2004 - February 2012
Promontory Interfinancial Network January 2003 - February 2004
Skills
Sales Operations, Facilities Management, SFDC, Training Facilitation, Operating Budgets, Budget Reconciliation, Human Resource..., Team Building & Staff..., Notary Public, Account Management, Direct Sales, Management, Process Improvement, Project Management
Education
University of Maryland University College
Business Administration and Management, General
Dell June 2015 - Present
Dell February 2012 - Present
Quest Software July 2004 - February 2012
Promontory Interfinancial Network January 2003 - February 2004
Skills
Sales Operations, Facilities Management, SFDC, Training Facilitation, Operating Budgets, Budget Reconciliation, Human Resource..., Team Building & Staff..., Notary Public, Account Management, Direct Sales, Management, Process Improvement, Project Management
Education
University of Maryland University College
Business Administration and Management, General
John Paul Escano's Promontory Interfinancial Network Experience July 2015 - Present
Job Treasury Desk Associate at Promontory Interfinancial Network
Industry Information Technology and Services
Experience
Promontory Interfinancial Network July 2015 - Present
Promontory Interfinancial Network October 2013 - July 2015
SAIC August 2012 - October 2013
Airline Tariff Publishing Company May 2011 - February 2012
Fairfax Oral and Maxillofacial Surgery May 2010 - August 2010
James Madison University Human Resources Department February 2010 - May 2010
Abercrombie & Fitch July 2006 - December 2009
James Madison University School of Art and Art History February 2009 - May 2009
Skills
Social Media Marketing, Social Networking, Sociology, Human Resources, French, Customer Service, Staff Development, Software Documentation, Research, Survey Design, Survey Research, Quantitative Research, Qualitative Research, Data Analysis, Marketing, Social Media, Research Design, Market Research, Training, Recruiting, PowerPoint
Education
George Mason University 2010 — 2012
Master of Arts, Sociology
James Madison University 2006 — 2010
Bachelor of Arts, Sociology and French
Broad Run High School 2002 — 2006
Advanced Studies
Promontory Interfinancial Network July 2015 - Present
Promontory Interfinancial Network October 2013 - July 2015
SAIC August 2012 - October 2013
Airline Tariff Publishing Company May 2011 - February 2012
Fairfax Oral and Maxillofacial Surgery May 2010 - August 2010
James Madison University Human Resources Department February 2010 - May 2010
Abercrombie & Fitch July 2006 - December 2009
James Madison University School of Art and Art History February 2009 - May 2009
Skills
Social Media Marketing, Social Networking, Sociology, Human Resources, French, Customer Service, Staff Development, Software Documentation, Research, Survey Design, Survey Research, Quantitative Research, Qualitative Research, Data Analysis, Marketing, Social Media, Research Design, Market Research, Training, Recruiting, PowerPoint
Education
George Mason University 2010 — 2012
Master of Arts, Sociology
James Madison University 2006 — 2010
Bachelor of Arts, Sociology and French
Broad Run High School 2002 — 2006
Advanced Studies
Eric Hagen's Promontory Interfinancial Network Experience June 2008 - May 2009
Job Associate at KBW
Industry Capital Markets
Experience
KBW August 2014 - Present
U.S. Department of the Treasury September 2011 - August 2014
The Financial Services Roundtable August 2010 - September 2011
Promontory Interfinancial Network June 2008 - May 2009
Skills
Financial Analysis, Economics, Financial Modeling, Public Policy, Policy Analysis, Valuation, Data Analysis, Government, Analysis, Bloomberg, Capital Markets, Portfolio Management, Finance, Investments, Management Consulting, Risk Management, Due Diligence
Education
Georgetown University 2009 — 2012
Masters, Real Estate Finance
The George Washington University - School of Business 2005 — 2009
Bachelor of Business Administration (BBA), Finance
City University of Hong Kong 2008 — 2008
KBW August 2014 - Present
U.S. Department of the Treasury September 2011 - August 2014
The Financial Services Roundtable August 2010 - September 2011
Promontory Interfinancial Network June 2008 - May 2009
Skills
Financial Analysis, Economics, Financial Modeling, Public Policy, Policy Analysis, Valuation, Data Analysis, Government, Analysis, Bloomberg, Capital Markets, Portfolio Management, Finance, Investments, Management Consulting, Risk Management, Due Diligence
Education
Georgetown University 2009 — 2012
Masters, Real Estate Finance
The George Washington University - School of Business 2005 — 2009
Bachelor of Business Administration (BBA), Finance
City University of Hong Kong 2008 — 2008
Heather Rosenkoetter Heather Rosenkoetter's Promontory Interfinancial Network Experience April 2012 - June 2013
Job Managing Director at EJF Capital LLC
Industry Financial Services
Experience
EJF Capital LLC July 2013 - Present
Promontory Interfinancial Network April 2012 - June 2013
FBR April 2011 - April 2012
FBR January 2000 - April 2011
Skills
Investments, Equity Research, Finance, Equities
Education
Illinois State University 1988 — 1992
Bachelor of Science (BS), Finance, General
EJF Capital LLC July 2013 - Present
Promontory Interfinancial Network April 2012 - June 2013
FBR April 2011 - April 2012
FBR January 2000 - April 2011
Skills
Investments, Equity Research, Finance, Equities
Education
Illinois State University 1988 — 1992
Bachelor of Science (BS), Finance, General
Andreea Schwartz Andreea Schwartz's Promontory Interfinancial Network Experience September 2002 - Present
Job Director, Corporate Initiatives
Industry Financial Services
Experience
Promontory Interfinancial Network September 2002 - Present
Carney, Inc. September 2001 - September 2002
Accenture October 1997 - September 2001
McKinnon Associates December 1996 - October 1997
Skills
Program Management, Management Consulting, Business Analysis, Project Management, Instructional Design, Strategic Planning, Business Process..., Change Management, Performance Management, Coaching
Education
University of Maryland College Park 1992 — 1996
Bachelor of Arts (BA), Communication
Promontory Interfinancial Network September 2002 - Present
Carney, Inc. September 2001 - September 2002
Accenture October 1997 - September 2001
McKinnon Associates December 1996 - October 1997
Skills
Program Management, Management Consulting, Business Analysis, Project Management, Instructional Design, Strategic Planning, Business Process..., Change Management, Performance Management, Coaching
Education
University of Maryland College Park 1992 — 1996
Bachelor of Arts (BA), Communication
Valerie Burgos Valerie Burgos's Promontory Interfinancial Network Experience July 2013 - Present
Job Quality Assurance Engineer at Promontory Interfinancial Network, LLC
Industry Financial Services
Experience
Promontory Interfinancial Network July 2013 - Present
Promontory Interfinancial Network July 2011 - June 2013
Wells Fargo August 2009 - July 2011
OV Enterprises, LLC September 2005 - December 2009
Skills
Software Quality..., Agile Testing, Agile Methodologies, Test Case Generation, Analysis, Banking, Credit, Commercial Banking, Management, Financial Analysis, Finance, Customer Service, Loans, Portfolio Management, Risk Management, Financial Services, Sales, Mortgage Lending, Credit Analysis, Investments
Education
Richard Stockton College of New Jersey 2008 — 2009
Bachelor of Science, Finance
Atlantic Cape Community College 2007 — 2007
Business Administration
Promontory Interfinancial Network July 2013 - Present
Promontory Interfinancial Network July 2011 - June 2013
Wells Fargo August 2009 - July 2011
OV Enterprises, LLC September 2005 - December 2009
Skills
Software Quality..., Agile Testing, Agile Methodologies, Test Case Generation, Analysis, Banking, Credit, Commercial Banking, Management, Financial Analysis, Finance, Customer Service, Loans, Portfolio Management, Risk Management, Financial Services, Sales, Mortgage Lending, Credit Analysis, Investments
Education
Richard Stockton College of New Jersey 2008 — 2009
Bachelor of Science, Finance
Atlantic Cape Community College 2007 — 2007
Business Administration
Becky Dineen Becky Dineen's Promontory Interfinancial Network Experience April 2006 - May 2012
Job Director, Business Development
Industry Financial Services
Experience
Reich & Tang April 2014 - Present
Florida Shores Service Company May 2012 - July 2013
Promontory Interfinancial Network April 2006 - May 2012
First Community Bank of America January 1999 - April 2006
Skills
Banking, Credit, Portfolio Management, Commercial Banking, Risk Management, Commercial Lending, Cash Management, Small Business Lending, Loans, Financial Analysis, Credit Risk, Credit Analysis, Investments, Underwriting, Retail Banking, Consumer Lending, Wealth Management, Mutual Funds, Financial Risk, Financial Services, Mortgage Lending, Management, Sales, Relationship Management, Business Development, Finance, Treasury Management, Capital Markets, Securities, Cross Selling, Internet Banking, Asset Management, Investment Banking, Fixed Income, Commercial Mortgages, Equities, Lines Of Credit, Series 63, Series 7, Customer Service
Education
University of Florida 2001 — 2003
Graduate Florida School of Banking
St. Petersburg College
Banking & Finance
Reich & Tang April 2014 - Present
Florida Shores Service Company May 2012 - July 2013
Promontory Interfinancial Network April 2006 - May 2012
First Community Bank of America January 1999 - April 2006
Skills
Banking, Credit, Portfolio Management, Commercial Banking, Risk Management, Commercial Lending, Cash Management, Small Business Lending, Loans, Financial Analysis, Credit Risk, Credit Analysis, Investments, Underwriting, Retail Banking, Consumer Lending, Wealth Management, Mutual Funds, Financial Risk, Financial Services, Mortgage Lending, Management, Sales, Relationship Management, Business Development, Finance, Treasury Management, Capital Markets, Securities, Cross Selling, Internet Banking, Asset Management, Investment Banking, Fixed Income, Commercial Mortgages, Equities, Lines Of Credit, Series 63, Series 7, Customer Service
Education
University of Florida 2001 — 2003
Graduate Florida School of Banking
St. Petersburg College
Banking & Finance
Tory Warrick's Promontory Interfinancial Network Experience April 2009 - October 2013
Job Treasury Management Professional
Industry Financial Services
Experience
Independent Bank January 2014 - Present
Promontory Interfinancial Network April 2009 - October 2013
Cornhusker Bank April 2007 - April 2009
TierOne Bank November 1999 - April 2007
Skills
Retail Banking, New Business Development, Project Management, Banking, Team Building, Selling, Relationship Management, Loans, Cross Selling, Business Development, Credit, Strategic Planning, Leadership, Microsoft Excel, Asset Management, Business Strategy, Commercial Banking, Marketing, Risk Management, Investments, Mutual Funds, Wealth Management, Credit Analysis, Public Speaking, Team Leadership, Operations Management, Leadership Development, CRM, Budgets, Financial Services, Marketing Strategy, Finance, Sales Management, Customer Service, Capital Markets, Public Relations, Portfolio Management, Due Diligence, Mortgage Lending, Management, Sales Presentations, Sales, Commercial Lending, Financial Analysis, Coaching, Underwriting, Small Business Lending, Series 7, Series 63, Business Analysis
Education
Bellevue University
Bachelor of Science (BS), Business Administration and Management, Strengths-Based Management
Independent Bank January 2014 - Present
Promontory Interfinancial Network April 2009 - October 2013
Cornhusker Bank April 2007 - April 2009
TierOne Bank November 1999 - April 2007
Skills
Retail Banking, New Business Development, Project Management, Banking, Team Building, Selling, Relationship Management, Loans, Cross Selling, Business Development, Credit, Strategic Planning, Leadership, Microsoft Excel, Asset Management, Business Strategy, Commercial Banking, Marketing, Risk Management, Investments, Mutual Funds, Wealth Management, Credit Analysis, Public Speaking, Team Leadership, Operations Management, Leadership Development, CRM, Budgets, Financial Services, Marketing Strategy, Finance, Sales Management, Customer Service, Capital Markets, Public Relations, Portfolio Management, Due Diligence, Mortgage Lending, Management, Sales Presentations, Sales, Commercial Lending, Financial Analysis, Coaching, Underwriting, Small Business Lending, Series 7, Series 63, Business Analysis
Education
Bellevue University
Bachelor of Science (BS), Business Administration and Management, Strengths-Based Management
Warren A. Blom Warren A. Blom's Promontory Interfinancial Network Experience April 2007 - February 2013
Job Director Business Development at Reich & Tang Distributors
Industry Financial Services
Experience
Reich & Tang Distributors April 2015 - Present
Southwest Trade Services, LLC April 2014 - October 2014
Strategy Corps April 2013 - November 2013
Promontory Interfinancial Network April 2007 - February 2013
Investment Centers of America Broker Dealer 2006 - 2007
Allstate 2001 - 2006
Liberty Mutual Insurance 1999 - 2001
Transamerica Financial Services 1998 - 1999
The Laughlin Group 1996 - 1998
Skills
Cross Selling, Banking, Investments, Financial Analysis, Wealth Management, Finance, Capital Markets, Retail Banking, Credit, Sales, Business Development, Relationship Management, Risk Management, Loans, Commercial Banking, Sales Management, Sales Trainings, Portfolio Management, Management
Education
Dale Carnegie Sales School 1981 — 1982
Sales Trainer
University of Arizona 1976 — 1979
Business Administration and Management, General
Reich & Tang Distributors April 2015 - Present
Southwest Trade Services, LLC April 2014 - October 2014
Strategy Corps April 2013 - November 2013
Promontory Interfinancial Network April 2007 - February 2013
Investment Centers of America Broker Dealer 2006 - 2007
Allstate 2001 - 2006
Liberty Mutual Insurance 1999 - 2001
Transamerica Financial Services 1998 - 1999
The Laughlin Group 1996 - 1998
Skills
Cross Selling, Banking, Investments, Financial Analysis, Wealth Management, Finance, Capital Markets, Retail Banking, Credit, Sales, Business Development, Relationship Management, Risk Management, Loans, Commercial Banking, Sales Management, Sales Trainings, Portfolio Management, Management
Education
Dale Carnegie Sales School 1981 — 1982
Sales Trainer
University of Arizona 1976 — 1979
Business Administration and Management, General
Joseph St. Thomas, CFP®'s Promontory Interfinancial Network Experience January 2006 - July 2007
Job JAROS & ASSOCIATES A private wealth advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc July 2007 - Present
Promontory Interfinancial Network January 2006 - July 2007
Merchants National Bank NA October 2003 - January 2006
NovaStar Financial May 2001 - October 2003
Education
Minnesota State University, Mankato 2008 — 2009
CFP, Certified Financial Planner
Ball State University - College of Business 2000 — 2001
University of Minnesota - Akita, Japan 1999 — 2000
Winona State University 1995 — 2000
BS / BA, Pulbic Admin & Political Science
Ameriprise Financial Services, Inc July 2007 - Present
Promontory Interfinancial Network January 2006 - July 2007
Merchants National Bank NA October 2003 - January 2006
NovaStar Financial May 2001 - October 2003
Education
Minnesota State University, Mankato 2008 — 2009
CFP, Certified Financial Planner
Ball State University - College of Business 2000 — 2001
University of Minnesota - Akita, Japan 1999 — 2000
Winona State University 1995 — 2000
BS / BA, Pulbic Admin & Political Science
Timothy Groth Timothy Groth's Promontory Interfinancial Network Experience February 2014 - Present
Job Product Strategy Manager and MBA Candidate
Industry Financial Services
Experience
Promontory Interfinancial Network February 2014 - Present
Promontory Interfinancial Network March 2012 - February 2014
Promontory Interfinancial Network November 2010 - March 2012
Promontory Interfinancial Network March 2009 - June 2011
Circuit City March 2008 - March 2009
Circuit City October 2007 - March 2008
Access Confidential, LLC December 2005 - October 2007
Access Confidential, LLC March 2005 - December 2005
Skills
Cross-functional Team..., Process Improvement, Business Analysis, Forecasting, Management, Leadership, Strategic Planning, Analysis, Product Management, Market Research, Data Analysis, Microsoft Office, Microsoft Excel, Marketing Strategy, Financial Analysis, Start-ups
Education
Georgetown University - The McDonough School of Business
Master of Business Administration (MBA)
Randolph-Macon College 2000 — 2004
Bachelor of Arts, Psychology (Major), Business & Economics
Promontory Interfinancial Network February 2014 - Present
Promontory Interfinancial Network March 2012 - February 2014
Promontory Interfinancial Network November 2010 - March 2012
Promontory Interfinancial Network March 2009 - June 2011
Circuit City March 2008 - March 2009
Circuit City October 2007 - March 2008
Access Confidential, LLC December 2005 - October 2007
Access Confidential, LLC March 2005 - December 2005
Skills
Cross-functional Team..., Process Improvement, Business Analysis, Forecasting, Management, Leadership, Strategic Planning, Analysis, Product Management, Market Research, Data Analysis, Microsoft Office, Microsoft Excel, Marketing Strategy, Financial Analysis, Start-ups
Education
Georgetown University - The McDonough School of Business
Master of Business Administration (MBA)
Randolph-Macon College 2000 — 2004
Bachelor of Arts, Psychology (Major), Business & Economics
Dina Budko Dina Budko's Promontory Interfinancial Network Experience January 2003 - August 2003
Job Application Architect and Rules Developer at US Environmental Protection Agency (SDWIS)
Industry Computer Software
Experience
Experian January 2010 - April 2013
Experian Information Solutions, Inc February 2009 - January 2010
Experian Information Solutions, Inc November 2005 - February 2008
Accenture 2003 - 2005
Verizon April 2004 - September 2004
Washington Post Newsweek Interactive January 2004 - April 2004
Verio September 2003 - November 2003
Promontory Interfinancial Network January 2003 - August 2003
QA Solutions, Inc July 1999 - September 2001
KPMG June 1997 - September 1998
Skills
Software Development, Java Enterprise Edition, Software Design, Java, Oracle, SQL, PL/SQL, Web Development, Rules Engines, Business Rules, Unix, Linux, JIRA, IntelliJ IDEA, Agile Methodologies, Scrum, Web Services, Ant, Databases, Spring, Spring Framework, Hibernate, Tomcat, Microsoft SQL Server, SOAP, Maven, SDLC, JUnit, CVS, JavaScript, JSP, HTML, OOP, UML, Weblogic, EJB, Servlets, Eclipse, Swing, NetBeans, WebLogic
Education
Oracle 2003 — 2003
Course "Developing J2EE Compliant Enterprise Java Applications".
Northern Virginia Community College 2002 — 2002
Courses: "Oracle SQL, SQL*Plus, PL/SQL and Procedure Builder"
Tomsk State University 1978 — 1983
B.S. and M.S., Mathematics, Tomsk State University, Tomsk, Russia
Experian January 2010 - April 2013
Experian Information Solutions, Inc February 2009 - January 2010
Experian Information Solutions, Inc November 2005 - February 2008
Accenture 2003 - 2005
Verizon April 2004 - September 2004
Washington Post Newsweek Interactive January 2004 - April 2004
Verio September 2003 - November 2003
Promontory Interfinancial Network January 2003 - August 2003
QA Solutions, Inc July 1999 - September 2001
KPMG June 1997 - September 1998
Skills
Software Development, Java Enterprise Edition, Software Design, Java, Oracle, SQL, PL/SQL, Web Development, Rules Engines, Business Rules, Unix, Linux, JIRA, IntelliJ IDEA, Agile Methodologies, Scrum, Web Services, Ant, Databases, Spring, Spring Framework, Hibernate, Tomcat, Microsoft SQL Server, SOAP, Maven, SDLC, JUnit, CVS, JavaScript, JSP, HTML, OOP, UML, Weblogic, EJB, Servlets, Eclipse, Swing, NetBeans, WebLogic
Education
Oracle 2003 — 2003
Course "Developing J2EE Compliant Enterprise Java Applications".
Northern Virginia Community College 2002 — 2002
Courses: "Oracle SQL, SQL*Plus, PL/SQL and Procedure Builder"
Tomsk State University 1978 — 1983
B.S. and M.S., Mathematics, Tomsk State University, Tomsk, Russia
Justina Rothenberg's Promontory Interfinancial Network Experience November 2012 - July 2014
Job High School Programs Coordinator at Boys & Girls Clubs of the Peninsula
Industry Financial Services
Experience
Boys & Girls Clubs of the Peninsula August 2014 - Present
Promontory Interfinancial Network November 2012 - July 2014
Skills
Microsoft Office, Microsoft Excel, Data Analysis, Access, PowerPoint, Finance, Banking, Market Research, Customer Service, Policy, Microsoft Word, Marketing, Management, Nonprofits, Leadership
Education
University of Southern California - Sol Price School of Public Policy 2015 — 2017
Master of Public Policy (MPP)
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2012
Bachelor of Arts (BA), History/Political Science
National University of Ireland, Galway 2011 — 2011
Study Abroad Experience, History
Boys & Girls Clubs of the Peninsula August 2014 - Present
Promontory Interfinancial Network November 2012 - July 2014
Skills
Microsoft Office, Microsoft Excel, Data Analysis, Access, PowerPoint, Finance, Banking, Market Research, Customer Service, Policy, Microsoft Word, Marketing, Management, Nonprofits, Leadership
Education
University of Southern California - Sol Price School of Public Policy 2015 — 2017
Master of Public Policy (MPP)
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2012
Bachelor of Arts (BA), History/Political Science
National University of Ireland, Galway 2011 — 2011
Study Abroad Experience, History
Brian Tully Brian Tully's Promontory Interfinancial Network Experience July 2012 - Present
Job Managing Director, Broker Services at Promontory Interfinancial Network
Industry Financial Services
Experience
Promontory Interfinancial Network July 2012 - Present
Promontory Interfinancial Network June 2005 - July 2012
Promontory Interfinancial Network October 2002 - June 2005
SEI Investments February 2000 - October 2002
USTrust Bank October 1996 - February 2000
First National Bank of Maryland May 1993 - October 1996
Skills
Investments, Retail Banking, Capital Markets, Financial Analysis, Management, New Business Development, Relationship Management, Fixed Income, Web Content, Sales, Marketing, Portfolio Management, Asset Management, Series 7, Loans, Series 63, Banking, Securities, Equities
Education
Syracuse University - Maxwell School of Citizenship and Public Affairs 1992 — 1994
Masters, Economics
Syracuse University - Maxwell School of Citizenship and Public Affairs 1989 — 1992
BA, Economics
Promontory Interfinancial Network July 2012 - Present
Promontory Interfinancial Network June 2005 - July 2012
Promontory Interfinancial Network October 2002 - June 2005
SEI Investments February 2000 - October 2002
USTrust Bank October 1996 - February 2000
First National Bank of Maryland May 1993 - October 1996
Skills
Investments, Retail Banking, Capital Markets, Financial Analysis, Management, New Business Development, Relationship Management, Fixed Income, Web Content, Sales, Marketing, Portfolio Management, Asset Management, Series 7, Loans, Series 63, Banking, Securities, Equities
Education
Syracuse University - Maxwell School of Citizenship and Public Affairs 1992 — 1994
Masters, Economics
Syracuse University - Maxwell School of Citizenship and Public Affairs 1989 — 1992
BA, Economics
Jamil Jadallah Jamil Jadallah's Promontory Interfinancial Network Experience May 2013 - Present
Job Business Analyst at Promontory Interfinancial Network
Industry Information Technology and Services
Experience
Promontory Interfinancial Network May 2013 - Present
CGI Federal October 2011 - May 2013
GoalFace, Inc. June 2008 - July 2012
Freddie Mac November 2004 - September 2011
Autosmart Inc July 2000 - October 2004
U.S. House of Representatives January 2000 - May 2000
Skills
User Acceptance Testing, Requirements Analysis, Quality Assurance, Testing, Requirements Gathering, Business Intelligence, Public Policy, SDLC (Agile, Waterfall), Visio, Integration, Test Cases, SDLC, Software Documentation, SQL, Enterprise Architecture, Agile Methodologies, XML, Business Analysis, Business Process, Test Planning
Education
University of Virginia - McIntire School of Commerce 2012 — 2013
Master of Science (MS), Management Information Systems, General
George Mason UniversitySchool of Public Policy 2005 — 2008
Master of Arts, International Commerce and Policy
George Mason University 2000 — 2004
B.A, Government and International Relations
Promontory Interfinancial Network May 2013 - Present
CGI Federal October 2011 - May 2013
GoalFace, Inc. June 2008 - July 2012
Freddie Mac November 2004 - September 2011
Autosmart Inc July 2000 - October 2004
U.S. House of Representatives January 2000 - May 2000
Skills
User Acceptance Testing, Requirements Analysis, Quality Assurance, Testing, Requirements Gathering, Business Intelligence, Public Policy, SDLC (Agile, Waterfall), Visio, Integration, Test Cases, SDLC, Software Documentation, SQL, Enterprise Architecture, Agile Methodologies, XML, Business Analysis, Business Process, Test Planning
Education
University of Virginia - McIntire School of Commerce 2012 — 2013
Master of Science (MS), Management Information Systems, General
George Mason UniversitySchool of Public Policy 2005 — 2008
Master of Arts, International Commerce and Policy
George Mason University 2000 — 2004
B.A, Government and International Relations
Brendan Carry Brendan Carry's Promontory Interfinancial Network Experience June 2012 - January 2014
Job Bringing innovative technology to municipalities coast to coast
Industry Computer Software
Experience
OpenGov Inc January 2015 - Present
ADP June 2014 - January 2015
Promontory Interfinancial Network June 2012 - January 2014
Promontory Interfinancial Network January 2011 - June 2012
Promontory Interfinancial Network April 2009 - January 2011
Promontory Interfinancial Network May 2008 - April 2009
Apple Federal Credit Union May 2006 - May 2008
Skills
Financial Analysis, Banking, Credit, Business Analysis, Risk Management, Mortgage Lending, Process Improvement, Loans, Investments, Data Analysis, Customer Service, Strategic Planning, Analysis, Microsoft Excel, Finance
Education
Longwood University 2001 — 2005
Bachelor of Science (BS), Business Administration - Finance
OpenGov Inc January 2015 - Present
ADP June 2014 - January 2015
Promontory Interfinancial Network June 2012 - January 2014
Promontory Interfinancial Network January 2011 - June 2012
Promontory Interfinancial Network April 2009 - January 2011
Promontory Interfinancial Network May 2008 - April 2009
Apple Federal Credit Union May 2006 - May 2008
Skills
Financial Analysis, Banking, Credit, Business Analysis, Risk Management, Mortgage Lending, Process Improvement, Loans, Investments, Data Analysis, Customer Service, Strategic Planning, Analysis, Microsoft Excel, Finance
Education
Longwood University 2001 — 2005
Bachelor of Science (BS), Business Administration - Finance
Lynn Dufrane Lynn Dufrane's Promontory Interfinancial Network Experience 2007 - 2009
Job Vice President/Relationship Manager at US Bank
Industry Banking
Experience
Elan Financial Services July 2015 - Present
Nicolet National Bank November 2009 - July 2015
NWTC Educational Foundation Board 2012 - 2014
M&M Area Community Foundation January 2010 - 2014
Promontory Interfinancial Network 2007 - 2009
Elan Financial Services 1997 - 2007
M&I Bank 1990 - 1996
Skills
Banking, Credit, Small Business Lending, Credit Cards, Investments, Loans, Customer Service, Treasury Management, Commercial Lending, Financial Analysis, Portfolio Management, Retail Banking, Financial Risk, Strategic Planning, Cash Management, Commercial Banking, Team Building, Debit Cards, Consumer Lending, Credit Risk, Credit Analysis, Mortgage Banking, Mortgage Lending, Wealth Management, Risk Management, Cross Selling, Financial Services, Lines Of Credit, Relationship Management, SBA, Loan Origination, Internet Banking, Financial Institutions, Commercial Mortgages, Payments, Merchant Services, Asset Based Lending, ACH, Deposits, Branch Banking, Treasury Services, Credit Unions, Finance, Leadership, Management, Business Development
Education
University of Wisconsin-Madison - School of Business 2013 — 2015
Graduate School of Banking
University of Wisconsin-Marinette 1984 — 1986
AA, Business
Concordia University-Wisconsin
BS, Communication
Elan Financial Services July 2015 - Present
Nicolet National Bank November 2009 - July 2015
NWTC Educational Foundation Board 2012 - 2014
M&M Area Community Foundation January 2010 - 2014
Promontory Interfinancial Network 2007 - 2009
Elan Financial Services 1997 - 2007
M&I Bank 1990 - 1996
Skills
Banking, Credit, Small Business Lending, Credit Cards, Investments, Loans, Customer Service, Treasury Management, Commercial Lending, Financial Analysis, Portfolio Management, Retail Banking, Financial Risk, Strategic Planning, Cash Management, Commercial Banking, Team Building, Debit Cards, Consumer Lending, Credit Risk, Credit Analysis, Mortgage Banking, Mortgage Lending, Wealth Management, Risk Management, Cross Selling, Financial Services, Lines Of Credit, Relationship Management, SBA, Loan Origination, Internet Banking, Financial Institutions, Commercial Mortgages, Payments, Merchant Services, Asset Based Lending, ACH, Deposits, Branch Banking, Treasury Services, Credit Unions, Finance, Leadership, Management, Business Development
Education
University of Wisconsin-Madison - School of Business 2013 — 2015
Graduate School of Banking
University of Wisconsin-Marinette 1984 — 1986
AA, Business
Concordia University-Wisconsin
BS, Communication
Dmitry Matyukhin's Promontory Interfinancial Network Experience October 2014 - Present
Job Java Developer at Promontory Interfinancial Network
Industry Computer Software
Experience
Promontory Interfinancial Network October 2014 - Present
STA Group October 2013 - July 2014
STEP Solutions Group LLC March 2013 - September 2013
Exadel November 2010 - February 2012
Mobio Identity Systems, Inc. December 2009 - October 2010
Independent Software Development August 2008 - December 2009
Exadel Inc September 2006 - August 2008
Eastbanc Technologies, LLC December 2004 - August 2006
Luxoft May 2003 - November 2004
Short-term projects/contracts June 2001 - April 2003
Skills
Hibernate, Spring, EJB, GWT, JSF, OOP, UML, Databases, Ant, Servlets, Tomcat, JSP, J2EE, Eclipse, JMS, JUnit, Maven, Java, J2SE, Struts, Web Services, XML, Subversion, Agile, JDBC, JavaScript, Scrum, Apache, SQL, Design Patterns, AJAX, J2EE Application..., J2EE Web Services, Git, Agile Methodologies, Java Enterprise Edition, JBoss Application Server, MySQL, REST, JIRA, PHP, Software Development, JavaSE, Microsoft SQL Server, Requirements Analysis
Education
Новосибирский Государственный Технический Университет (НГТУ)
MS in Computer Science
Promontory Interfinancial Network October 2014 - Present
STA Group October 2013 - July 2014
STEP Solutions Group LLC March 2013 - September 2013
Exadel November 2010 - February 2012
Mobio Identity Systems, Inc. December 2009 - October 2010
Independent Software Development August 2008 - December 2009
Exadel Inc September 2006 - August 2008
Eastbanc Technologies, LLC December 2004 - August 2006
Luxoft May 2003 - November 2004
Short-term projects/contracts June 2001 - April 2003
Skills
Hibernate, Spring, EJB, GWT, JSF, OOP, UML, Databases, Ant, Servlets, Tomcat, JSP, J2EE, Eclipse, JMS, JUnit, Maven, Java, J2SE, Struts, Web Services, XML, Subversion, Agile, JDBC, JavaScript, Scrum, Apache, SQL, Design Patterns, AJAX, J2EE Application..., J2EE Web Services, Git, Agile Methodologies, Java Enterprise Edition, JBoss Application Server, MySQL, REST, JIRA, PHP, Software Development, JavaSE, Microsoft SQL Server, Requirements Analysis
Education
Новосибирский Государственный Технический Университет (НГТУ)
MS in Computer Science
Carlos Figueras Carlos Figueras's Promontory Interfinancial Network Experience 2007 - 2011
Job Salesforce Administrator / Sales & Marketing Operations Professional
Industry Information Technology and Services
Experience
NIH Supply Center 2014 - 2015
IMS- Interamerican Marketing Solutions 2013 - 2014
Kol Bio- Medical 2012 - 2013
Promontory Interfinancial Network 2007 - 2011
Capitol Financial Partners 2004 - 2007
Startec Global Communications 2000 - 2003
Skills
Salesforce.com, Sales Operations, Business Development, CRM, Sales, Account Management, Strategy, New Business Development, Strategic Planning, Analytics, Financial Analysis, Customer Service, Selling, Finance, Data Analysis, Product Launch, Sales Management, Product Marketing, Lead Generation, Marketing Communications, Inside Sales, Strategic Partnerships, Enterprise Software, Sales Process, Medical Devices, Start-ups, Direct Sales, Cold Calling, Marketing, Marketing Strategy, Database Administration, Email Marketing, Solution Selling, Product Management, SaaS, Sales Presentations, Competitive Analysis, Business Strategy, B2B, Analysis, Contract Negotiation, Investments, Capital Equipment, Banking, Business Analysis, Management, Consulting
Education
Georgetown University
BS Languages, Spanish, Business Administration
NIH Supply Center 2014 - 2015
IMS- Interamerican Marketing Solutions 2013 - 2014
Kol Bio- Medical 2012 - 2013
Promontory Interfinancial Network 2007 - 2011
Capitol Financial Partners 2004 - 2007
Startec Global Communications 2000 - 2003
Skills
Salesforce.com, Sales Operations, Business Development, CRM, Sales, Account Management, Strategy, New Business Development, Strategic Planning, Analytics, Financial Analysis, Customer Service, Selling, Finance, Data Analysis, Product Launch, Sales Management, Product Marketing, Lead Generation, Marketing Communications, Inside Sales, Strategic Partnerships, Enterprise Software, Sales Process, Medical Devices, Start-ups, Direct Sales, Cold Calling, Marketing, Marketing Strategy, Database Administration, Email Marketing, Solution Selling, Product Management, SaaS, Sales Presentations, Competitive Analysis, Business Strategy, B2B, Analysis, Contract Negotiation, Investments, Capital Equipment, Banking, Business Analysis, Management, Consulting
Education
Georgetown University
BS Languages, Spanish, Business Administration
Patrick Fells's Promontory Interfinancial Network Experience December 2014 - Present
Job Help Desk Engineer at Promontory Interfinancial Network
Industry Information Technology and Services
Experience
Promontory Interfinancial Network December 2014 - Present
Apptis (now part of URS Corporation) July 2014 - December 2014
Nubisio, Inc. April 2014 - May 2014
US Department of Homeland Security May 2011 - April 2014
US Department of Homeland Security January 2010 - May 2011
McKay's Used Books April 2005 - December 2007
Skills
Technical Support, CompTIA A+ Certification, CompTIA Network+..., Troubleshooting, Networking, Windows 7, Security, Computer Security, Windows Server, Technical Writing, Information Assurance, PC building, LAN-WAN, History, Training, Analysis, Customer Service, Help Desk Support, Hardware, Operating Systems, CompTIA A, Microsoft Office, Software Installation, Leadership, RSA Tokens, RSA Security, Outlook, Access Control, Citrix, RDC, ITIL v3 Foundations..., Active Directory, CompTIA A+, Remote Desktop
Education
George Mason University 2006 — 2009
Bachelor of Arts Degree, History, Dean's List
Promontory Interfinancial Network December 2014 - Present
Apptis (now part of URS Corporation) July 2014 - December 2014
Nubisio, Inc. April 2014 - May 2014
US Department of Homeland Security May 2011 - April 2014
US Department of Homeland Security January 2010 - May 2011
McKay's Used Books April 2005 - December 2007
Skills
Technical Support, CompTIA A+ Certification, CompTIA Network+..., Troubleshooting, Networking, Windows 7, Security, Computer Security, Windows Server, Technical Writing, Information Assurance, PC building, LAN-WAN, History, Training, Analysis, Customer Service, Help Desk Support, Hardware, Operating Systems, CompTIA A, Microsoft Office, Software Installation, Leadership, RSA Tokens, RSA Security, Outlook, Access Control, Citrix, RDC, ITIL v3 Foundations..., Active Directory, CompTIA A+, Remote Desktop
Education
George Mason University 2006 — 2009
Bachelor of Arts Degree, History, Dean's List
Darien Bates's Promontory Interfinancial Network Experience October 2013 - Present
Job Content Marketing Strategist at Promontory Interfinancial Network
Industry Marketing and Advertising
Experience
Promontory Interfinancial Network October 2013 - Present
Discovering Oz October 2008 - October 2013
Planit September 2006 - September 2008
Falls Church News Press 2004 - 2006
Neal Gross & Company, LLC August 2003 - August 2004
Skills
Direct Mail, Email Marketing, Social Media Marketing, Direct Marketing, Advertising, Copywriting, Online Advertising, Digital Marketing, Social Media, Marketing Communications, Facebook, Media Relations, Marketing Strategy, Marketing Research, Strategic Communications, Public Relations, Account Management, SEM, Digital Strategy, Brand Development, Online Marketing, Creative Strategy, Digital Media, Integrated Marketing
Education
St. Mary's College of Maryland 1999 — 2003
Bachelor of Arts, Dramatic Arts
British American Drama Academy
British American Drama Academy
Promontory Interfinancial Network October 2013 - Present
Discovering Oz October 2008 - October 2013
Planit September 2006 - September 2008
Falls Church News Press 2004 - 2006
Neal Gross & Company, LLC August 2003 - August 2004
Skills
Direct Mail, Email Marketing, Social Media Marketing, Direct Marketing, Advertising, Copywriting, Online Advertising, Digital Marketing, Social Media, Marketing Communications, Facebook, Media Relations, Marketing Strategy, Marketing Research, Strategic Communications, Public Relations, Account Management, SEM, Digital Strategy, Brand Development, Online Marketing, Creative Strategy, Digital Media, Integrated Marketing
Education
St. Mary's College of Maryland 1999 — 2003
Bachelor of Arts, Dramatic Arts
British American Drama Academy
British American Drama Academy
Marcus Brooks Marcus Brooks's Promontory Interfinancial Network Experience 2005 - 2011
Job Founder & Managing Director at Kapstone Consultants, LLC
Industry Financial Services
Experience
Kapstone Consultants, LLC January 2007 - Present
The James-Wesley Group, Inc. September 2001 - January 2012
Promontory Interfinancial Network 2005 - 2011
Merrill Lynch 2000 - 2001
Merrill Lynch 1981 - 2001
Skills
Financial Services, Banking, Mutual Funds, Securities, Asset Managment, New Business Development, Financial Analysis, Wealth Management, Product Management, Risk Management, Strategic Planning, Start-ups, Sales Management
Education
University of Maryland College Park
BA, Economics
Kapstone Consultants, LLC January 2007 - Present
The James-Wesley Group, Inc. September 2001 - January 2012
Promontory Interfinancial Network 2005 - 2011
Merrill Lynch 2000 - 2001
Merrill Lynch 1981 - 2001
Skills
Financial Services, Banking, Mutual Funds, Securities, Asset Managment, New Business Development, Financial Analysis, Wealth Management, Product Management, Risk Management, Strategic Planning, Start-ups, Sales Management
Education
University of Maryland College Park
BA, Economics
Amy Manship Amy Manship's Promontory Interfinancial Network Experience 2006 - Present
Job Creative Director at Promontory Interfinancial Network
Industry Financial Services
Experience
Promontory Interfinancial Network 2006 - Present
Promontory Interfinancial Network 2006 - Present
The Tennessean 1998 - 2006
Mlodock and Hansen 1994 - 1998
Education
University of Alabama in Huntsville 1988 — 2003
BS, Fine/Studio Arts, General
Promontory Interfinancial Network 2006 - Present
Promontory Interfinancial Network 2006 - Present
The Tennessean 1998 - 2006
Mlodock and Hansen 1994 - 1998
Education
University of Alabama in Huntsville 1988 — 2003
BS, Fine/Studio Arts, General
Charles Molluzzo Charles Molluzzo's Promontory Interfinancial Network Experience May 2012 - Present
Job Assistant General Counsel at Promontory Interfinancial Network
Industry Law Practice
Experience
Promontory Interfinancial Network May 2012 - Present
Bingham McCutchen July 2008 - May 2012
Fried Frank September 2006 - July 2008
Skills
Legal Writing, Class Actions, Commercial Litigation, Legal Research, Litigation
Education
Harvard Law School 2003 — 2006
J.D., Law
Georgetown University 1999 — 2003
A.B., Government, Theology
Promontory Interfinancial Network May 2012 - Present
Bingham McCutchen July 2008 - May 2012
Fried Frank September 2006 - July 2008
Skills
Legal Writing, Class Actions, Commercial Litigation, Legal Research, Litigation
Education
Harvard Law School 2003 — 2006
J.D., Law
Georgetown University 1999 — 2003
A.B., Government, Theology
Ramu Singh Ramu Singh's Promontory Interfinancial Network Experience 2005 - 2007
Job President, Advisory at Calton & Associates, Inc.
Industry Financial Services
Experience
Calton & Associates, Inc. 2013 - Present
Innovation Equity Partners, LLC 2012 - Present
Rady Asset Management 2009 - 2012
Banc Investment Group, LLC June 2007 - December 2008
Promontory Interfinancial Network 2005 - 2007
Wachovia Securities, LLC 2003 - 2005
Federal Home Loan Bank 2000 - 2003
WFS Financial 1994 - 1999
Skills
Portfolio Management, Hedge Funds, Mutual Funds, Asset Managment, Capital Markets, Investments, Fixed Income, Derivatives, Alternative Investments, Equities, Securities, Valuation, Series 7, Financial Modeling, Asset Allocation, Wealth Management, Financial Analysis, Bloomberg, Banking, Trading, Private Equity, Investment Advisory, Investment Management, Financial Services
Education
University of Southern California - Marshall School of Business 1989 — 1993
Ph.D (ABD), Finance
Faculty of Management Studies - University of Delhi 1986 — 1988
MBA, Finance
Shri Ram College of Commerce 1983 — 1986
Bachelor of Commerce (Honors), Accounting and Finance
Manav Sthali School
Calton & Associates, Inc. 2013 - Present
Innovation Equity Partners, LLC 2012 - Present
Rady Asset Management 2009 - 2012
Banc Investment Group, LLC June 2007 - December 2008
Promontory Interfinancial Network 2005 - 2007
Wachovia Securities, LLC 2003 - 2005
Federal Home Loan Bank 2000 - 2003
WFS Financial 1994 - 1999
Skills
Portfolio Management, Hedge Funds, Mutual Funds, Asset Managment, Capital Markets, Investments, Fixed Income, Derivatives, Alternative Investments, Equities, Securities, Valuation, Series 7, Financial Modeling, Asset Allocation, Wealth Management, Financial Analysis, Bloomberg, Banking, Trading, Private Equity, Investment Advisory, Investment Management, Financial Services
Education
University of Southern California - Marshall School of Business 1989 — 1993
Ph.D (ABD), Finance
Faculty of Management Studies - University of Delhi 1986 — 1988
MBA, Finance
Shri Ram College of Commerce 1983 — 1986
Bachelor of Commerce (Honors), Accounting and Finance
Manav Sthali School
Adnaan Ahmad Adnaan Ahmad's Promontory Interfinancial Network Experience April 2013 - Present
Job Senior User Experience Designer at Promontory Interfinancial Network
Industry Design
Experience
Promontory Interfinancial Network April 2013 - Present
Ayanox LLC January 2010 - Present
Anaara Media LLC January 2010 - April 2013
AHCC Inc June 2006 - January 2010
AH Computer Consulting June 2006 - January 2010
Conceptual Geniuses 2003 - 2007
Skills
Animation, CSS, Information Architecture, Agile Project Management, Branding & Identity, Icon Design, Flash Animation, Captivate, Wire Framing, Web Design, User Interface Design, Careful with Scissors, Web Development, User Experience, User Experience Design, Dreamweaver, Adobe Creative Suite, Mobile Applications, Illustrator, CSS3, XHTML, Graphics, Interaction Design, Motion Graphics, ActionScript, WordPress, Web 2.0, Art Direction, Multimedia, Storyboarding, Typography, jQuery, JavaScript, Graphic Design, User-centered Design, Visual Communication, HTML 5, User Interface, Flash, After Effects, Front-end, Adobe Fireworks, Flex, Game Design, CMS, Usability, Logo Design, Corporate Identity
Education
Savannah College of Art and Design 2012 — 2015
University of Maryland College Park 2002 — 2003
University of Maryland Baltimore County 1998 — 2003
Bachelor of Fine Arts (BFA), Imaging and Digital Arts, Animation and Interactivity
Promontory Interfinancial Network April 2013 - Present
Ayanox LLC January 2010 - Present
Anaara Media LLC January 2010 - April 2013
AHCC Inc June 2006 - January 2010
AH Computer Consulting June 2006 - January 2010
Conceptual Geniuses 2003 - 2007
Skills
Animation, CSS, Information Architecture, Agile Project Management, Branding & Identity, Icon Design, Flash Animation, Captivate, Wire Framing, Web Design, User Interface Design, Careful with Scissors, Web Development, User Experience, User Experience Design, Dreamweaver, Adobe Creative Suite, Mobile Applications, Illustrator, CSS3, XHTML, Graphics, Interaction Design, Motion Graphics, ActionScript, WordPress, Web 2.0, Art Direction, Multimedia, Storyboarding, Typography, jQuery, JavaScript, Graphic Design, User-centered Design, Visual Communication, HTML 5, User Interface, Flash, After Effects, Front-end, Adobe Fireworks, Flex, Game Design, CMS, Usability, Logo Design, Corporate Identity
Education
Savannah College of Art and Design 2012 — 2015
University of Maryland College Park 2002 — 2003
University of Maryland Baltimore County 1998 — 2003
Bachelor of Fine Arts (BFA), Imaging and Digital Arts, Animation and Interactivity
Andy Malik Andy Malik's Promontory Interfinancial Network Experience May 2015 - Present
Job Helpdesk Engineer Promontory Interfinancial Network
Industry Information Technology and Services
Experience
Promontory Interfinancial Network May 2015 - Present
Batteries Plus Bulbs January 2010 - May 2015
Bed Bath &Beyond January 2009 - January 2010
Harris Teeter January 2007 - January 2009
Once Upon A Child January 2004 - January 2007
Skills
ITIL Certified, Help Desk Support, Computer Hardware..., Web Handling, Internet Troubleshooting, Network Troubleshooting, Web Browsing, IT Hardware Support, Inventory Management, Sales, Customer Service, Inventory Control, Cashiering, Training, Merchandising, Retail Sales, Loss Prevention, Visual Merchandising, Retail, Planograms, Store Operations, Store Management, Profit, POS, Time Management, Telephone Skills, Teamwork, Inventory, Product Knowledge, Team Building, Driving Results
Education
George Mason University 2011 — 2015
Bachelor of Science (B.S.), Psychology, Information Technology
Northern Virginia Community College 2008 — 2010
Associate of Science, Psychology
Promontory Interfinancial Network May 2015 - Present
Batteries Plus Bulbs January 2010 - May 2015
Bed Bath &Beyond January 2009 - January 2010
Harris Teeter January 2007 - January 2009
Once Upon A Child January 2004 - January 2007
Skills
ITIL Certified, Help Desk Support, Computer Hardware..., Web Handling, Internet Troubleshooting, Network Troubleshooting, Web Browsing, IT Hardware Support, Inventory Management, Sales, Customer Service, Inventory Control, Cashiering, Training, Merchandising, Retail Sales, Loss Prevention, Visual Merchandising, Retail, Planograms, Store Operations, Store Management, Profit, POS, Time Management, Telephone Skills, Teamwork, Inventory, Product Knowledge, Team Building, Driving Results
Education
George Mason University 2011 — 2015
Bachelor of Science (B.S.), Psychology, Information Technology
Northern Virginia Community College 2008 — 2010
Associate of Science, Psychology
Bob Sandler's Promontory Interfinancial Network Experience April 2009 - Present
Job Director, Sales Operations at Promontory Interfinancial Network
Industry Internet
Experience
Promontory Interfinancial Network April 2009 - Present
E*Trade Financial April 2006 - February 2009
AOL January 1998 - May 2006
Pricewaterhouse Coopers 1985 - 1998
Skills
Financial Services, Strategic Partnerships, Analytics, Internet Banking, Product Marketing, Product Management, Project Management, E-commerce, SaaS, Investments, Management, Marketing, Cross-functional Team..., Business Development, Program Management, Forecasting, Sales Operations, Strategy
Education
University of Maryland 1983 — 1985
MBA, Finance/Information Systems
Syracuse University 1978 — 1982
BS, Marketing
Promontory Interfinancial Network April 2009 - Present
E*Trade Financial April 2006 - February 2009
AOL January 1998 - May 2006
Pricewaterhouse Coopers 1985 - 1998
Skills
Financial Services, Strategic Partnerships, Analytics, Internet Banking, Product Marketing, Product Management, Project Management, E-commerce, SaaS, Investments, Management, Marketing, Cross-functional Team..., Business Development, Program Management, Forecasting, Sales Operations, Strategy
Education
University of Maryland 1983 — 1985
MBA, Finance/Information Systems
Syracuse University 1978 — 1982
BS, Marketing
Todd Karl's Promontory Interfinancial Network Experience February 2011 - Present
Job Business Analyst at Promontory Interfinancial Network
Industry Financial Services
Experience
Promontory Interfinancial Network February 2011 - Present
Promontory Interfinancial Network February 2010 - May 2011
AOL September 2004 - January 2010
America Online, Inc. August 2000 - September 2004
America Online, Inc. August 1999 - August 2000
AOL February 1999 - December 1999
AOL January 1997 - February 1999
Institute for Soviet American Relations (ISAR) January 1991 - December 1996
Skills
Integration, Data Modeling, CRM, Agile Methodologies, Business Process, Product Management, ITIL, Software Development, Business Analysis, Requirements Gathering, IT Service Management, Scrum, IT Strategy, Analysis, Process Improvement, Requirements Analysis, Team Leadership, Management, Leadership, Enterprise Software, Databases, Business Process Design
Education
State University of New York at Buffalo
BA, Psychology, Russian Language
Learning Tree
Promontory Interfinancial Network February 2011 - Present
Promontory Interfinancial Network February 2010 - May 2011
AOL September 2004 - January 2010
America Online, Inc. August 2000 - September 2004
America Online, Inc. August 1999 - August 2000
AOL February 1999 - December 1999
AOL January 1997 - February 1999
Institute for Soviet American Relations (ISAR) January 1991 - December 1996
Skills
Integration, Data Modeling, CRM, Agile Methodologies, Business Process, Product Management, ITIL, Software Development, Business Analysis, Requirements Gathering, IT Service Management, Scrum, IT Strategy, Analysis, Process Improvement, Requirements Analysis, Team Leadership, Management, Leadership, Enterprise Software, Databases, Business Process Design
Education
State University of New York at Buffalo
BA, Psychology, Russian Language
Learning Tree
Tammy Mogford's Promontory Interfinancial Network Experience March 2010 - March 2014
Job Business Consultant
Industry Management Consulting
Experience
Provides Business Consulting Services to Companies August 2014 - Present
Promontory Interfinancial Network March 2010 - March 2014
UTC Fire & Security 2008 - 2009
Invensys Controls 2005 - 2008
Invensys Controls 2004 - 2005
Invensys Controls 2003 - 2004
Invensys Building Systems 2002 - 2002
University of Chicago 1998 - 2002
University of Chicago 1996 - 1998
Skills
Marketing Strategy, Strategic Planning, Financial Analysis, Product Development, Pricing, Competitive Analysis, Cross-functional Team..., Product Management, Global Marketing, Workshop Facilitation, Analytics, Change Management, Management, Strategy, Sales, Product Launch, Team Leadership, Leadership, Marketing Management, Product Marketing, Training, Marketing, Pricing Strategy, International Business, Retail, Go-to-market Strategy, Team Building, Market Research, Market Analysis
Education
The University of Chicago Booth School of Business
MBA, Marketing, Strategy & Finance
Texas A&M University
BBA, Finance
Provides Business Consulting Services to Companies August 2014 - Present
Promontory Interfinancial Network March 2010 - March 2014
UTC Fire & Security 2008 - 2009
Invensys Controls 2005 - 2008
Invensys Controls 2004 - 2005
Invensys Controls 2003 - 2004
Invensys Building Systems 2002 - 2002
University of Chicago 1998 - 2002
University of Chicago 1996 - 1998
Skills
Marketing Strategy, Strategic Planning, Financial Analysis, Product Development, Pricing, Competitive Analysis, Cross-functional Team..., Product Management, Global Marketing, Workshop Facilitation, Analytics, Change Management, Management, Strategy, Sales, Product Launch, Team Leadership, Leadership, Marketing Management, Product Marketing, Training, Marketing, Pricing Strategy, International Business, Retail, Go-to-market Strategy, Team Building, Market Research, Market Analysis
Education
The University of Chicago Booth School of Business
MBA, Marketing, Strategy & Finance
Texas A&M University
BBA, Finance
Phil Battey's Promontory Interfinancial Network Experience 2012 - Present
Job SVP, External Affairs at Promontory Interfinancial Network
Industry Financial Services
Experience
Promontory Interfinancial Network 2012 - Present
Promontory Interfinancial Network 2008 - Present
Promontory Interfinancial Network 2003 - 2005
Federal Deposit Insurance Corporation 1997 - 2003
Federal Deposit Insurance Corporation 1994 - 1997
Office of the Comptroller of the Currency 1993 - 1994
Federal Deposit Insurance Corporation 1991 - 1992
Office of the Comptroller of the Currency 1986 - 1991
American Bankers Association 1982 - 1986
American Banker 1978 - 1982
Education
University of Missouri-Columbia 1976 — 1978
Master's degree, Journalism
Georgetown University 1970 — 1974
Bachelor of Science in Foreign Service, Foreign Service School
Promontory Interfinancial Network 2012 - Present
Promontory Interfinancial Network 2008 - Present
Promontory Interfinancial Network 2003 - 2005
Federal Deposit Insurance Corporation 1997 - 2003
Federal Deposit Insurance Corporation 1994 - 1997
Office of the Comptroller of the Currency 1993 - 1994
Federal Deposit Insurance Corporation 1991 - 1992
Office of the Comptroller of the Currency 1986 - 1991
American Bankers Association 1982 - 1986
American Banker 1978 - 1982
Education
University of Missouri-Columbia 1976 — 1978
Master's degree, Journalism
Georgetown University 1970 — 1974
Bachelor of Science in Foreign Service, Foreign Service School
Ed Salwin's Promontory Interfinancial Network Experience November 2012 - Present
Job .NET Developer
Industry Computer Software
Experience
Promontory Interfinancial Network November 2012 - Present
The Motley Fool December 2007 - March 2012
SAIC May 2006 - December 2007
Skills
Continuous Integration, Agile, Unit Testing, Programming, TDD, Agile Methodologies, C#, ASP.NET MVC, Scrum, Test Driven Development, Web Services, XML, ASP.NET, .NET, Software Development, SQL, T-SQL, Visual Studio, Web Applications, Software Engineering, Databases, Web Development, SOA, Enterprise Software, Visual Basic, XSLT, IIS, JavaScript, Microsoft SQL Server
Education
Carnegie Mellon University 2004 — 2005
MS, Information Technology - eBusiness
Carnegie Mellon University 2000 — 2004
BS, Information Systems
Promontory Interfinancial Network November 2012 - Present
The Motley Fool December 2007 - March 2012
SAIC May 2006 - December 2007
Skills
Continuous Integration, Agile, Unit Testing, Programming, TDD, Agile Methodologies, C#, ASP.NET MVC, Scrum, Test Driven Development, Web Services, XML, ASP.NET, .NET, Software Development, SQL, T-SQL, Visual Studio, Web Applications, Software Engineering, Databases, Web Development, SOA, Enterprise Software, Visual Basic, XSLT, IIS, JavaScript, Microsoft SQL Server
Education
Carnegie Mellon University 2004 — 2005
MS, Information Technology - eBusiness
Carnegie Mellon University 2000 — 2004
BS, Information Systems
William Sherman's Promontory Interfinancial Network Experience August 2013 - Present
Job Analyst at Promontory Interfinancial Network
Industry Information Technology and Services
Experience
Promontory Interfinancial Network August 2013 - Present
Atlantic Intelligence Research Group October 2010 - August 2013
IBM Global Business Services & Software Group June 2002 - October 2010
Skills
Databases, Analytics, Research, Planning, Statistics, Data Management, Business Intelligence, Business Analysis, Data Warehousing, SQL, Requirements Analysis, Integration, SQL Server, SDLC, Unix, Software Development, Business Objects, Enterprise Architecture, Visio, ETL, Access, PL/SQL, Java, Management Consulting, Analysis, HTML, Data Analysis, Data Mining, Database Design, Linux, XML, Strategic Planning, Documentation, Architecture, Team Leadership, Microsoft Office, Windows, Cognos, Data Modeling, JavaScript, Customer Relations, MS Project, Business Process, Project Planning, Microsoft SQL Server, Management
Education
University of Maryland Baltimore County 2009 — 2011
Masters of Science, Information Systems
Southern Polytechnic State University 2000 — 2004
Bachelors of Science, Computer Science
Promontory Interfinancial Network August 2013 - Present
Atlantic Intelligence Research Group October 2010 - August 2013
IBM Global Business Services & Software Group June 2002 - October 2010
Skills
Databases, Analytics, Research, Planning, Statistics, Data Management, Business Intelligence, Business Analysis, Data Warehousing, SQL, Requirements Analysis, Integration, SQL Server, SDLC, Unix, Software Development, Business Objects, Enterprise Architecture, Visio, ETL, Access, PL/SQL, Java, Management Consulting, Analysis, HTML, Data Analysis, Data Mining, Database Design, Linux, XML, Strategic Planning, Documentation, Architecture, Team Leadership, Microsoft Office, Windows, Cognos, Data Modeling, JavaScript, Customer Relations, MS Project, Business Process, Project Planning, Microsoft SQL Server, Management
Education
University of Maryland Baltimore County 2009 — 2011
Masters of Science, Information Systems
Southern Polytechnic State University 2000 — 2004
Bachelors of Science, Computer Science
Tim Boyer's Promontory Interfinancial Network Experience June 2013 - Present
Job Third Party Integration at Promontory Interfinancial Network
Industry Computer Software
Experience
Promontory Interfinancial Network June 2013 - Present
Mathtech, Inc December 2006 - May 2013
ASRC 2004 - 2006
Dynamic Research Corp 2002 - 2004
ICF Consulting 1994 - 2002
MKI Systems 1989 - 1994
Skills
PL/SQL, Databases, Windows, Systems Analysis, SQL, Oracle, Oracle Forms, Oracle Reports, Software Documentation, Requirements Gathering, Program Management, SQL Tuning, Testing, Integration, Database Administration
Education
Old Dominion University 1984 — 1988
BS, Computer Science
Northern Virginia Community College 1979 — 1984
AAS, Data Processing
D.J. O'Connell High School 1976 — 1980
College Prep, College Prep
Promontory Interfinancial Network June 2013 - Present
Mathtech, Inc December 2006 - May 2013
ASRC 2004 - 2006
Dynamic Research Corp 2002 - 2004
ICF Consulting 1994 - 2002
MKI Systems 1989 - 1994
Skills
PL/SQL, Databases, Windows, Systems Analysis, SQL, Oracle, Oracle Forms, Oracle Reports, Software Documentation, Requirements Gathering, Program Management, SQL Tuning, Testing, Integration, Database Administration
Education
Old Dominion University 1984 — 1988
BS, Computer Science
Northern Virginia Community College 1979 — 1984
AAS, Data Processing
D.J. O'Connell High School 1976 — 1980
College Prep, College Prep
Diana Saylor's Promontory Interfinancial Network Experience April 2008 - November 2010
Job Operations Manager at The LIBRE Initiative
Industry Consumer Services
Experience
The LIBRE Initiative April 2014 - Present
The LIBRE Initiative September 2013 - April 2014
Deloitte Consulting November 2010 - August 2012
Promontory Interfinancial Network April 2008 - November 2010
Sheraton Premiere July 2007 - June 2008
Skills
Talent Management, Onboarding, Employee Relations, Recruiting, Performance Management, Personnel Management, Human Resources, Talent Acquisition, Applicant Tracking..., HRIS, Employee Engagement, PeopleSoft, Succession Planning, Benefits Administration
Education
Georgetown University 2012 — 2014
Master's degree, Strategic Human Capital
George Mason University - School of Management 1999 — 2003
BS, Finance
The LIBRE Initiative April 2014 - Present
The LIBRE Initiative September 2013 - April 2014
Deloitte Consulting November 2010 - August 2012
Promontory Interfinancial Network April 2008 - November 2010
Sheraton Premiere July 2007 - June 2008
Skills
Talent Management, Onboarding, Employee Relations, Recruiting, Performance Management, Personnel Management, Human Resources, Talent Acquisition, Applicant Tracking..., HRIS, Employee Engagement, PeopleSoft, Succession Planning, Benefits Administration
Education
Georgetown University 2012 — 2014
Master's degree, Strategic Human Capital
George Mason University - School of Management 1999 — 2003
BS, Finance
Victor Karl's Promontory Interfinancial Network Experience March 2008 - December 2011
Job Information Security Officer at Canon Business Process Services
Industry Financial Services
Experience
Canon Business Process Services December 2011 - Present
Promontory Interfinancial Network March 2008 - December 2011
Ceridian August 2005 - February 2008
BASF Corporation 1985 - 2005
Education
University of Phoenix 2003 — 2007
BSIT, Information Technology
DeVry Technical Institute 1978 — 1980
Electronic Technician
Cranford High School 1975 — 1977
Canon Business Process Services December 2011 - Present
Promontory Interfinancial Network March 2008 - December 2011
Ceridian August 2005 - February 2008
BASF Corporation 1985 - 2005
Education
University of Phoenix 2003 — 2007
BSIT, Information Technology
DeVry Technical Institute 1978 — 1980
Electronic Technician
Cranford High School 1975 — 1977
Elizabeth Kirkland's Promontory Interfinancial Network Experience June 2015 - Present
Job Marketing Manager at Promontory Interfinancial Network
Industry Nonprofit Organization Management
Experience
Promontory Interfinancial Network June 2015 - Present
Skills
Newsletters, Editing, Copywriting, Press Releases, Marketing Communications, Research, Copy Editing, Microsoft Office, Publications, Editorial, Storytelling, Magazines, Marketing, Proofreading, Advertising, Public Relations, Constant Contact, Dreamweaver, Website Updating, Web Content, Media Relations, Social Media Marketing, Journalism, Feature Articles, Email Marketing, AP Style, Online Marketing, Online Publishing, Public Speaking, Newspapers, New Media, News Writing, Brand Development, Volunteer Management, Social Media, Creative Writing, Speech Writing, Content Strategy, Content Management, Corporate Communications, Publicity, Content Development, Grant Writing, Strategic Communications, Blogging, Nonprofits, Publishing
Education
University of Mississippi 1995 — 1998
BA, Journalism major (magazine emphasis), English minor
ASAE 2007 — 2015
Nonprofit organization management
Northern Virginia Community College 2007 — 2007
Business Administration and Management, General
University of Pennsylvania - The Wharton School
Marketing
Promontory Interfinancial Network June 2015 - Present
Skills
Newsletters, Editing, Copywriting, Press Releases, Marketing Communications, Research, Copy Editing, Microsoft Office, Publications, Editorial, Storytelling, Magazines, Marketing, Proofreading, Advertising, Public Relations, Constant Contact, Dreamweaver, Website Updating, Web Content, Media Relations, Social Media Marketing, Journalism, Feature Articles, Email Marketing, AP Style, Online Marketing, Online Publishing, Public Speaking, Newspapers, New Media, News Writing, Brand Development, Volunteer Management, Social Media, Creative Writing, Speech Writing, Content Strategy, Content Management, Corporate Communications, Publicity, Content Development, Grant Writing, Strategic Communications, Blogging, Nonprofits, Publishing
Education
University of Mississippi 1995 — 1998
BA, Journalism major (magazine emphasis), English minor
ASAE 2007 — 2015
Nonprofit organization management
Northern Virginia Community College 2007 — 2007
Business Administration and Management, General
University of Pennsylvania - The Wharton School
Marketing
Reg Truman's Promontory Interfinancial Network Experience November 2002 - Present
Job Regional Director at Promontory Interfinancial Network
Industry Financial Services
Experience
Promontory Interfinancial Network November 2002 - Present
Fiserv Investor Services 2001 - 2002
Senior Vice President - Business Development 1994 - 2001
Marketing One September 1985 - May 1993
Mercury Savings and Loan Association January 1984 - September 1985
First Interstate Bank of California 1968 - 1984
California Institute of Technology July 1967 - July 1968
US Navy June 1965 - June 1967
Skills
Investments, Banking, Portfolio Management, Mutual Funds, Financial Analysis, Wealth Management, Credit, Capital Markets, Risk Management, Asset Managment, Commercial Banking, Underwriting, Carbon Finance, Series 65, Financial Modeling, Defined Contribution, Asset Management, Series 7, Finance, Due Diligence
Education
Pepperdine University 1976 — 1978
BS, School of Business
Pepperdine University 1976 — 1978
BS, Business School
Promontory Interfinancial Network November 2002 - Present
Fiserv Investor Services 2001 - 2002
Senior Vice President - Business Development 1994 - 2001
Marketing One September 1985 - May 1993
Mercury Savings and Loan Association January 1984 - September 1985
First Interstate Bank of California 1968 - 1984
California Institute of Technology July 1967 - July 1968
US Navy June 1965 - June 1967
Skills
Investments, Banking, Portfolio Management, Mutual Funds, Financial Analysis, Wealth Management, Credit, Capital Markets, Risk Management, Asset Managment, Commercial Banking, Underwriting, Carbon Finance, Series 65, Financial Modeling, Defined Contribution, Asset Management, Series 7, Finance, Due Diligence
Education
Pepperdine University 1976 — 1978
BS, School of Business
Pepperdine University 1976 — 1978
BS, Business School
Mary Beth Romolo's Promontory Interfinancial Network Experience June 2002 - Present
Job Senior Account Executive at Promontory Interfinancial Network
Industry Financial Services
Experience
Promontory Interfinancial Network June 2002 - Present
UMB Bank February 1995 - March 2002
Skills
Customer Relations, Banking, Team Building, Business Management, Customer Service, Coaching, Product Development, Mortgage, New Business Development, Vendor Management, Team Leadership, CRM, Cross-functional Team..., Business Development, Management, Financial Analysis, Financial Services, Process Improvement, Risk Management, Account Management, Strategic Planning, Mortgage Lending, Sales, Sales Management, Business Analysis
Education
Oklahoma State University 1988 — 1992
B.S. Business Administration, Marketing and Management (double degree)
Promontory Interfinancial Network June 2002 - Present
UMB Bank February 1995 - March 2002
Skills
Customer Relations, Banking, Team Building, Business Management, Customer Service, Coaching, Product Development, Mortgage, New Business Development, Vendor Management, Team Leadership, CRM, Cross-functional Team..., Business Development, Management, Financial Analysis, Financial Services, Process Improvement, Risk Management, Account Management, Strategic Planning, Mortgage Lending, Sales, Sales Management, Business Analysis
Education
Oklahoma State University 1988 — 1992
B.S. Business Administration, Marketing and Management (double degree)
Laura Bomberger, CFP®'s Promontory Interfinancial Network Experience 2002 - 2004
Job Experienced Financial Sales Professional
Industry Financial Services
Experience
Bomberger Properties, LLC 2012 - Present
William Blair and Company March 2006 - March 2012
The Reserve 2004 - 2005
Promontory Interfinancial Network 2002 - 2004
SEI 1999 - 2002
Skills
Series 7, Series 63, Mutual Funds, New Business Development
Education
Susquehanna University 1995 — 1999
BS Business Administration, Finance
Bomberger Properties, LLC 2012 - Present
William Blair and Company March 2006 - March 2012
The Reserve 2004 - 2005
Promontory Interfinancial Network 2002 - 2004
SEI 1999 - 2002
Skills
Series 7, Series 63, Mutual Funds, New Business Development
Education
Susquehanna University 1995 — 1999
BS Business Administration, Finance
Erich Buckenmaier's Promontory Interfinancial Network Experience February 2005 - Present
Job Regional Director at Promontory Interfinancial Network
Industry Financial Services
Experience
Promontory Interfinancial Network February 2005 - Present
American Bankers Association (ABA) 2003 - 2005
NASDAQ 1993 - 2003
Skills
Capital Markets, Securities, Banking, Series 7, Investments, Fixed Income, Sales, Portfolio Management, Trading, Equities, Management, Investor Relations, Series 63, Treasury Management, Mutual Funds, Relationship Management, Asset Management, Finance, Risk Management, Financial Services, Wealth Management, Credit, Financial Analysis
Education
Penn State University 1985 — 1989
Economics
Promontory Interfinancial Network February 2005 - Present
American Bankers Association (ABA) 2003 - 2005
NASDAQ 1993 - 2003
Skills
Capital Markets, Securities, Banking, Series 7, Investments, Fixed Income, Sales, Portfolio Management, Trading, Equities, Management, Investor Relations, Series 63, Treasury Management, Mutual Funds, Relationship Management, Asset Management, Finance, Risk Management, Financial Services, Wealth Management, Credit, Financial Analysis
Education
Penn State University 1985 — 1989
Economics
Peggy Wenneman's Promontory Interfinancial Network Experience March 2002 - March 2004
Job Principal at Infinitive
Industry Financial Services
Experience
Infinitive May 2011 - Present
Datumsoft Technologies May 2011 - December 2011
Fannie Mae April 2006 - April 2011
NetSec March 2004 - February 2005
Promontory Interfinancial Network March 2002 - March 2004
NeuStar January 2001 - February 2002
Cable & Wireless June 1996 - January 2001
MCI February 1983 - February 1996
Skills
IT Operations, Vendor Management, IT Strategy, Disaster Recovery, Change Management, Program Management, SDLC, Data Center, Information Security, Enterprise Architecture, Governance, Information Technology, Business Process..., Business Analysis, Security, Project Management, Business Process..., Risk Management, Enterprise Software, PMO, Financial Services, Strategy, Process Improvement, Business Continuity, CRM, Risk Assessment, PMP, Management, Financial Risk, Management Consulting, Start-ups, Databases, Strategic Planning, Testing, DNS, Project Portfolio...
Education
George Mason University 1995 — 1997
MBA, Technology & Finance
Oxford University 1996 — 1996
International Economy, International Marketing, Technology and Finance
Infinitive May 2011 - Present
Datumsoft Technologies May 2011 - December 2011
Fannie Mae April 2006 - April 2011
NetSec March 2004 - February 2005
Promontory Interfinancial Network March 2002 - March 2004
NeuStar January 2001 - February 2002
Cable & Wireless June 1996 - January 2001
MCI February 1983 - February 1996
Skills
IT Operations, Vendor Management, IT Strategy, Disaster Recovery, Change Management, Program Management, SDLC, Data Center, Information Security, Enterprise Architecture, Governance, Information Technology, Business Process..., Business Analysis, Security, Project Management, Business Process..., Risk Management, Enterprise Software, PMO, Financial Services, Strategy, Process Improvement, Business Continuity, CRM, Risk Assessment, PMP, Management, Financial Risk, Management Consulting, Start-ups, Databases, Strategic Planning, Testing, DNS, Project Portfolio...
Education
George Mason University 1995 — 1997
MBA, Technology & Finance
Oxford University 1996 — 1996
International Economy, International Marketing, Technology and Finance
Karthik Paramasivam's Promontory Interfinancial Network Experience Sr. Network EngineerSocial & Scientific SystemsFebruary 2007 - February 2009
Job Senior Network Engineer.
Industry Information Technology and Services
Experience
Promontory Interfinancial Network Sr. Network EngineerSocial & Scientific SystemsFebruary 2007 - February 2009
Education
George Mason University 2001 — 2002
Sathyabama University
Promontory Interfinancial Network Sr. Network EngineerSocial & Scientific SystemsFebruary 2007 - February 2009
Education
George Mason University 2001 — 2002
Sathyabama University
Senthil Kumar Vaithilingam's Promontory Interfinancial Network Experience September 2008 - Present
Job Software Developer
Industry Information Technology and Services
Experience
Promontory Interfinancial Network September 2008 - Present
Youngsoft Inc April 2008 - September 2008
Covansys / CSC March 2007 - February 2008
Business Objects October 2005 - February 2007
Wipro Technologies October 2000 - October 2005
DSQ Software March 2000 - October 2000
Kale Consultants October 1999 - March 2000
Skills
Entrepreneurship, Leadership, Hibernate, Mobile Devices, IT Strategy, Java Enterprise Edition, Architecture, SDLC, SOA, Web Services, Architectures, Agile Methodologies, Software Project..., Requirements Analysis, Enterprise Architecture, Start-ups
Education
NIIT 1998 — 1999
PNC, Computer Science
Madurai Kamaraj University 1994 — 1998
Bachelor of Engineering, Mechanical
Promontory Interfinancial Network September 2008 - Present
Youngsoft Inc April 2008 - September 2008
Covansys / CSC March 2007 - February 2008
Business Objects October 2005 - February 2007
Wipro Technologies October 2000 - October 2005
DSQ Software March 2000 - October 2000
Kale Consultants October 1999 - March 2000
Skills
Entrepreneurship, Leadership, Hibernate, Mobile Devices, IT Strategy, Java Enterprise Edition, Architecture, SDLC, SOA, Web Services, Architectures, Agile Methodologies, Software Project..., Requirements Analysis, Enterprise Architecture, Start-ups
Education
NIIT 1998 — 1999
PNC, Computer Science
Madurai Kamaraj University 1994 — 1998
Bachelor of Engineering, Mechanical
Ashley Bratton's Promontory Interfinancial Network Experience June 2013 - June 2015
Job Associate at Promontory Financial Group, LLC
Industry Financial Services
Experience
Promontory Financial Group, LLC July 2015 - Present
UNForgotten Fund May 2012 - Present
Promontory Interfinancial Network June 2013 - June 2015
Cornell University January 2013 - April 2013
Department of Justice 2013 - 2013
KIPP DC October 2009 - June 2011
Bierman, Geesing, & Ward, LLC May 2009 - October 2009
DC VOICE August 2008 - May 2009
Viacom May 2008 - August 2008
Black Entertainment Television December 2007 - May 2008
Skills
Data Analysis, Nonprofits, Policy Analysis, Community Outreach, Microsoft Office, Strategic Planning, Microsoft Excel, Residential Mortgages, Business Strategy, Qualitative Research, Cost Benefit, Contract Negotiation, Research, Analysis
Education
Georgetown University School of Continuing Studies 2014 — 2015
MPS, Real Estate Finance and Development
Cornell University 2011 — 2013
MPA, Public Policy and Administration
Georgetown University 2005 — 2009
B.S, Sociology (Justice Analysis)
Forsyth Country Day School 2002 — 2005
High School, 10th- 12th
Summit School 1993 — 2002
K- 9th
Promontory Financial Group, LLC July 2015 - Present
UNForgotten Fund May 2012 - Present
Promontory Interfinancial Network June 2013 - June 2015
Cornell University January 2013 - April 2013
Department of Justice 2013 - 2013
KIPP DC October 2009 - June 2011
Bierman, Geesing, & Ward, LLC May 2009 - October 2009
DC VOICE August 2008 - May 2009
Viacom May 2008 - August 2008
Black Entertainment Television December 2007 - May 2008
Skills
Data Analysis, Nonprofits, Policy Analysis, Community Outreach, Microsoft Office, Strategic Planning, Microsoft Excel, Residential Mortgages, Business Strategy, Qualitative Research, Cost Benefit, Contract Negotiation, Research, Analysis
Education
Georgetown University School of Continuing Studies 2014 — 2015
MPS, Real Estate Finance and Development
Cornell University 2011 — 2013
MPA, Public Policy and Administration
Georgetown University 2005 — 2009
B.S, Sociology (Justice Analysis)
Forsyth Country Day School 2002 — 2005
High School, 10th- 12th
Summit School 1993 — 2002
K- 9th
Joe Daniel's Promontory Interfinancial Network Experience April 2007 - October 2011
Job Senior Director at American Bankers Association
Industry Banking
Experience
American Bankers Association July 2013 - Present
Financial Northeastern Companies August 2012 - July 2013
Swift Financial December 2011 - July 2012
Promontory Interfinancial Network April 2007 - October 2011
Skills
Portfolio Management
Education
Randolph-Macon College 1998 — 2002
BA, English (Literature)
American Bankers Association July 2013 - Present
Financial Northeastern Companies August 2012 - July 2013
Swift Financial December 2011 - July 2012
Promontory Interfinancial Network April 2007 - October 2011
Skills
Portfolio Management
Education
Randolph-Macon College 1998 — 2002
BA, English (Literature)
Reji Nair's Promontory Interfinancial Network Experience October 2002 - Present
Job Operations Architect at Promontory Interfinancial Network
Industry Financial Services
Experience
Promontory Interfinancial Network October 2002 - Present
Fujitsu Consulting January 1994 - May 2002
Systems Dimensions, Bangalore, India June 1986 - January 1988
Skills
Agile Methodologies, Unix, Solaris, Enterprise Architecture, SDLC, IT Strategy, Linux, Tomcat, Web Services, Requirements Gathering, Red Hat Linux, Perl, Requirements Analysis, Disaster Recovery, Business Analysis, LDAP, JMS, Business Process, Apache, Software Project..., Program Management, Puppet
Education
Wichita State University 1990 — 1992
MS, Electrical and Computer Engg
Manipal Institute of Technology 1981 — 1985
BE, Electronics & Communications Engg
Promontory Interfinancial Network October 2002 - Present
Fujitsu Consulting January 1994 - May 2002
Systems Dimensions, Bangalore, India June 1986 - January 1988
Skills
Agile Methodologies, Unix, Solaris, Enterprise Architecture, SDLC, IT Strategy, Linux, Tomcat, Web Services, Requirements Gathering, Red Hat Linux, Perl, Requirements Analysis, Disaster Recovery, Business Analysis, LDAP, JMS, Business Process, Apache, Software Project..., Program Management, Puppet
Education
Wichita State University 1990 — 1992
MS, Electrical and Computer Engg
Manipal Institute of Technology 1981 — 1985
BE, Electronics & Communications Engg
Anand Vedam's Promontory Interfinancial Network Experience February 2010 - February 2011
Job Senior Consultant at CGI Federal
Industry Information Technology and Services
Experience
CGI Federal October 2012 - Present
comScore, Inc. March 2011 - November 2012
Promontory Interfinancial Network February 2010 - February 2011
Vigna Solutions March 2006 - January 2011
Perot Systems Government Services February 2009 - February 2010
Skills
Agile Methodologies
Education
West Virginia University 2002 — 2004
Masters, Engineering
Osmania University 1998 — 2002
CGI Federal October 2012 - Present
comScore, Inc. March 2011 - November 2012
Promontory Interfinancial Network February 2010 - February 2011
Vigna Solutions March 2006 - January 2011
Perot Systems Government Services February 2009 - February 2010
Skills
Agile Methodologies
Education
West Virginia University 2002 — 2004
Masters, Engineering
Osmania University 1998 — 2002
Harrison Chang's Promontory Interfinancial Network Experience September 2007 - July 2008
Job Security Consultant at Securicon
Industry Computer & Network Security
Experience
Securicon November 2011 - Present
Sourcefire September 2010 - November 2011
Sourcefire July 2008 - September 2010
Promontory Interfinancial Network September 2007 - July 2008
Skills
Network Security
Education
University of Maryland Baltimore County 2001 — 2007
B.A.
Securicon November 2011 - Present
Sourcefire September 2010 - November 2011
Sourcefire July 2008 - September 2010
Promontory Interfinancial Network September 2007 - July 2008
Skills
Network Security
Education
University of Maryland Baltimore County 2001 — 2007
B.A.
Emmanuel Cartailler's Promontory Interfinancial Network Experience December 2013 - Present
Job Sr IT Budget Analyst at Promontory Interfinancial Network
Industry Computer Software
Experience
Promontory Interfinancial Network December 2013 - Present
QuadraMed October 2004 - December 2013
NEC-MSC LLC March 1999 - October 2004
Alcatel ITS March 1996 - March 1999
Grolier Multimedia November 1995 - February 1996
Skills
Project Planning, Sourcing, Cross-functional Team..., Purchasing, Materials Management, Contract Negotiation, Product Management, Forecasting, Training, Negotiation, Logistics, Business Process..., Supply Chain..., Lean Management, Expediting, PeopleSoft, Procurement, Project Management, Supply Management, Start-ups, Vendor Management, Budgets, Supply Chain Management, Supply Chain, Process Improvement, Outsourcing, Strategic Sourcing, ERP, Sales, Telecommunications, Strategy, Analysis, Program Management, Management, Global Sourcing, Change Management, Software Documentation, MRP, Business Analysis, Strategic Planning
Education
Saint Thomas Aquinas College 1993 — 1994
Bachelor of Science, Marketing
Promontory Interfinancial Network December 2013 - Present
QuadraMed October 2004 - December 2013
NEC-MSC LLC March 1999 - October 2004
Alcatel ITS March 1996 - March 1999
Grolier Multimedia November 1995 - February 1996
Skills
Project Planning, Sourcing, Cross-functional Team..., Purchasing, Materials Management, Contract Negotiation, Product Management, Forecasting, Training, Negotiation, Logistics, Business Process..., Supply Chain..., Lean Management, Expediting, PeopleSoft, Procurement, Project Management, Supply Management, Start-ups, Vendor Management, Budgets, Supply Chain Management, Supply Chain, Process Improvement, Outsourcing, Strategic Sourcing, ERP, Sales, Telecommunications, Strategy, Analysis, Program Management, Management, Global Sourcing, Change Management, Software Documentation, MRP, Business Analysis, Strategic Planning
Education
Saint Thomas Aquinas College 1993 — 1994
Bachelor of Science, Marketing
Cameron Gray's Promontory Interfinancial Network Experience August 2002 - April 2006
Job Managing Director at MDB Capital Group
Industry Capital Markets
Experience
MDB Capital Group September 2013 - Present
Endeavor IP, Inc. May 2013 - January 2014
Self-Employed January 2012 - May 2013
ICAP Patent Brokerage June 2009 - January 2012
Intellectual Property Exchange International January 2008 - March 2009
Ocean Tomo May 2006 - March 2009
Promontory Interfinancial Network August 2002 - April 2006
Watermark Group June 1998 - August 2002
Education
The George Washington University Law School 2002 — 2006
J.D.
University of Virginia 1992 — 1997
Ph.D.
Princeton University 1988 — 1992
AB
NVRHS
MDB Capital Group September 2013 - Present
Endeavor IP, Inc. May 2013 - January 2014
Self-Employed January 2012 - May 2013
ICAP Patent Brokerage June 2009 - January 2012
Intellectual Property Exchange International January 2008 - March 2009
Ocean Tomo May 2006 - March 2009
Promontory Interfinancial Network August 2002 - April 2006
Watermark Group June 1998 - August 2002
Education
The George Washington University Law School 2002 — 2006
J.D.
University of Virginia 1992 — 1997
Ph.D.
Princeton University 1988 — 1992
AB
NVRHS
Carolyn Tobin's Promontory Interfinancial Network Experience September 2014 - Present
Job Managing Director at Promontory Interfinancial Network
Industry Financial Services
Experience
Promontory Interfinancial Network September 2014 - Present
Deutsche Bank April 1988 - July 2014
Skills
Structured Products, Capital Markets, Investment Banking, Fixed Income, Trading Systems, Sales, Relationship Management, Building Relationships, Sales Presentations, Securities, Wealth Management
Education
Loyola University - Quinlan Graduate School of Business 1991 — 1993
Master of Business Administration (M.B.A.), Marketing
Saint Mary's College 1983 — 1987
Bachelor's Degree, Finance and Mass Communication
Promontory Interfinancial Network September 2014 - Present
Deutsche Bank April 1988 - July 2014
Skills
Structured Products, Capital Markets, Investment Banking, Fixed Income, Trading Systems, Sales, Relationship Management, Building Relationships, Sales Presentations, Securities, Wealth Management
Education
Loyola University - Quinlan Graduate School of Business 1991 — 1993
Master of Business Administration (M.B.A.), Marketing
Saint Mary's College 1983 — 1987
Bachelor's Degree, Finance and Mass Communication
Kenneth Pinckney's Promontory Interfinancial Network Experience August 2014 - Present
Job Regional Director Wisconsin and Michigan at Promontory Interfinancial Network
Industry Financial Services
Experience
Promontory Interfinancial Network August 2014 - Present
Wells Fargo Bank, NA February 2013 - August 2014
Pinckney Consulting January 2013 - August 2014
Associated Bank January 2011 - December 2012
Johnson Bank November 2001 - December 2010
US Bank September 1990 - October 2001
BMO Harris (formerly known as M & I Marshall & Ilsley Bank) June 1981 - August 1990
Skills
Finance, Team Management, Communication Skills, Small Business Lending, Commercial Lending, Business Development, Credit Analysis, Community..., Consulting, Loans, Cash Management, Commercial Banking, Underwriting, Portfolio Management, Credit, Banking, Consumer Lending, Lines Of Credit, Financial Analysis, Treasury Management, Strategy, Cross Selling, Leadership, Management, Asset Based Lending, Small Business, Sales, Commercial Real Estate, Loan Origination, Commercial Mortgages, Financial Services
Education
Ripon College 1977 — 1981
AB, Economics
Wisconsin Bankers Association Commercial Lending School 1986 — 1986
Promontory Interfinancial Network August 2014 - Present
Wells Fargo Bank, NA February 2013 - August 2014
Pinckney Consulting January 2013 - August 2014
Associated Bank January 2011 - December 2012
Johnson Bank November 2001 - December 2010
US Bank September 1990 - October 2001
BMO Harris (formerly known as M & I Marshall & Ilsley Bank) June 1981 - August 1990
Skills
Finance, Team Management, Communication Skills, Small Business Lending, Commercial Lending, Business Development, Credit Analysis, Community..., Consulting, Loans, Cash Management, Commercial Banking, Underwriting, Portfolio Management, Credit, Banking, Consumer Lending, Lines Of Credit, Financial Analysis, Treasury Management, Strategy, Cross Selling, Leadership, Management, Asset Based Lending, Small Business, Sales, Commercial Real Estate, Loan Origination, Commercial Mortgages, Financial Services
Education
Ripon College 1977 — 1981
AB, Economics
Wisconsin Bankers Association Commercial Lending School 1986 — 1986
Miguel Segovia's Promontory Interfinancial Network Experience May 2008 - Present
Job Business Development Advisor at Promontory Interfinancial Network
Industry Financial Services
Experience
Promontory Interfinancial Network May 2008 - Present
Bank of America October 2005 - May 2008
Bank of America September 2004 - October 2005
The Columbia Bank March 2004 - September 2004
Riggs Bank March 1998 - March 2004
Skills
Banking, Loans, Credit, Due Diligence, Business Development, Investments, Portfolio Management, Customer Service, Financial Analysis, Retail Banking, Finance, Mortgage Lending, Risk Management, Financial Services, Wealth Management, Asset Management, Commercial Banking
Education
Quinlan School of Business, Loyola University Chicago 1989 — 1990
MBA, Business Administration
University of Maryland College Park 1985 — 1987
BS, Industrial Technology
Promontory Interfinancial Network May 2008 - Present
Bank of America October 2005 - May 2008
Bank of America September 2004 - October 2005
The Columbia Bank March 2004 - September 2004
Riggs Bank March 1998 - March 2004
Skills
Banking, Loans, Credit, Due Diligence, Business Development, Investments, Portfolio Management, Customer Service, Financial Analysis, Retail Banking, Finance, Mortgage Lending, Risk Management, Financial Services, Wealth Management, Asset Management, Commercial Banking
Education
Quinlan School of Business, Loyola University Chicago 1989 — 1990
MBA, Business Administration
University of Maryland College Park 1985 — 1987
BS, Industrial Technology
dennis kelleher's Promontory Interfinancial Network Experience February 2006 - February 2007
Job SVP, Practice Manager at IXI Corporation
Industry Financial Services
Experience
IXI Corporation ConsultantM&T Bank2010 - 2011
Promontory Interfinancial Network February 2006 - February 2007
Legg Mason 1998 - 2007
Prudential Financial 1986 - 2007
University of Maryland, Batlimore September 2002 - May 2005
Prudential Securities 1986 - 1998
Rider College September 1992 - May 1995
Mercer County College September 1991 - May 1992
Education
Northwestern University - Kellogg School of Management 2005 — 2005
Executive Program, Pricing Strategies and Tactics
University of Pennsylvania - The Wharton School 2001 — 2003
Executive Program, Securities Industry Institute
St. John's University, The Peter J. Tobin College of Business 1985 — 1987
MBA, Finance
St. John's University, The Peter J. Tobin College of Business 1981 — 1984
B.S., Economics
IXI Corporation ConsultantM&T Bank2010 - 2011
Promontory Interfinancial Network February 2006 - February 2007
Legg Mason 1998 - 2007
Prudential Financial 1986 - 2007
University of Maryland, Batlimore September 2002 - May 2005
Prudential Securities 1986 - 1998
Rider College September 1992 - May 1995
Mercer County College September 1991 - May 1992
Education
Northwestern University - Kellogg School of Management 2005 — 2005
Executive Program, Pricing Strategies and Tactics
University of Pennsylvania - The Wharton School 2001 — 2003
Executive Program, Securities Industry Institute
St. John's University, The Peter J. Tobin College of Business 1985 — 1987
MBA, Finance
St. John's University, The Peter J. Tobin College of Business 1981 — 1984
B.S., Economics
Misty McGlumphy's Promontory Interfinancial Network Experience May 2003 - Present
Job Senior Account Executive at Promontory Financial Group, LLC
Industry Financial Services
Experience
Promontory Interfinancial Network May 2003 - Present
PerformTech Inc. October 2001 - May 2003
Accenture August 2000 - June 2001
Skills
Risk Management, Strategic Planning, Management Consulting, Financial Analysis, Financial Services, Financial Risk, Analysis, Management, Investments, Training, Business Development, Project Management, Business Analysis, Portfolio Management, Banking
Education
James Madison University 1996 — 2000
Bachelor's Degree, Psychology, 3.5
Promontory Interfinancial Network May 2003 - Present
PerformTech Inc. October 2001 - May 2003
Accenture August 2000 - June 2001
Skills
Risk Management, Strategic Planning, Management Consulting, Financial Analysis, Financial Services, Financial Risk, Analysis, Management, Investments, Training, Business Development, Project Management, Business Analysis, Portfolio Management, Banking
Education
James Madison University 1996 — 2000
Bachelor's Degree, Psychology, 3.5
Shana Hennigan's Promontory Interfinancial Network Experience July 2013 - Present
Job Managing Director, Deposit Products at Promontory Interfinancial Network
Industry Banking
Experience
Promontory Interfinancial Network July 2013 - Present
Bank of America December 2008 - July 2013
Merrill Lynch 2001 - 2008
Skills
Investment Banking, Fixed Income, Capital Markets, Financial Modeling, Portfolio Management, Bloomberg, Series 7, Equities, Hedge Funds, Securities, Structured Products, Series 63, Asset Management
Education
Lafayette College 1997 — 2001
BA, Economics & Business; English
Promontory Interfinancial Network July 2013 - Present
Bank of America December 2008 - July 2013
Merrill Lynch 2001 - 2008
Skills
Investment Banking, Fixed Income, Capital Markets, Financial Modeling, Portfolio Management, Bloomberg, Series 7, Equities, Hedge Funds, Securities, Structured Products, Series 63, Asset Management
Education
Lafayette College 1997 — 2001
BA, Economics & Business; English
Dion Hyman's Promontory Interfinancial Network Experience January 2014 - Present
Job Director, IT Architecture at Promontory Interfinancial Network
Industry Financial Services
Experience
Promontory Interfinancial Network January 2014 - Present
Promontory Interfinancial Network March 2008 - December 2013
Accenture 2000 - 2005
Skills
Program Management, SDLC, Enterprise Architecture, Project Management, IT Strategy, Financial Services, Process Improvement, Cloud Computing, Disaster Recovery, Banking, Requirements Analysis
Education
Loyola University Maryland 1991 — 1994
Master of Science (MS), Computer Engineering
The Johns Hopkins University 1986 — 1990
BSEE, Computer and Electrical Engineering
Promontory Interfinancial Network January 2014 - Present
Promontory Interfinancial Network March 2008 - December 2013
Accenture 2000 - 2005
Skills
Program Management, SDLC, Enterprise Architecture, Project Management, IT Strategy, Financial Services, Process Improvement, Cloud Computing, Disaster Recovery, Banking, Requirements Analysis
Education
Loyola University Maryland 1991 — 1994
Master of Science (MS), Computer Engineering
The Johns Hopkins University 1986 — 1990
BSEE, Computer and Electrical Engineering
Satesh Pawaroo's Promontory Interfinancial Network Experience July 2011 - Present
Job Systems Engineer at Promontory Interfinancial Network
Industry Information Technology and Services
Experience
Promontory Interfinancial Network July 2011 - Present
C5i Corporation November 2008 - July 2011
C5i November 2008 - June 2011
Skills
Security Engineering, Computer Security, Security, Network Security, Information Assurance, Firewalls, Virtualization, Vulnerability Assessment, Information Security..., CISSP, Disaster Recovery, DNS, Identity Management, Information Security, VPN
Education
Art Institute 2001 — 2003
Multimedia and Web Design
Northern Virginia Community College 1999 — 2000
Promontory Interfinancial Network July 2011 - Present
C5i Corporation November 2008 - July 2011
C5i November 2008 - June 2011
Skills
Security Engineering, Computer Security, Security, Network Security, Information Assurance, Firewalls, Virtualization, Vulnerability Assessment, Information Security..., CISSP, Disaster Recovery, DNS, Identity Management, Information Security, VPN
Education
Art Institute 2001 — 2003
Multimedia and Web Design
Northern Virginia Community College 1999 — 2000
Makida W-Meskel's Promontory Interfinancial Network Experience September 2013 - March 2014
Job Operations Analyst Domestic Distributions at Discovery Communications
Industry Broadcast Media
Experience
Discovery Communications June 2014 - Present
Promontory Interfinancial Network September 2013 - March 2014
McAfee 2011 - June 2013
CVS Caremark Corporation May 2011 - July 2011
CompuCom November 2010 - January 2011
Broadlane 2010 - 2010
Ernst & Young June 2008 - October 2009
Skills
Analysis, Financial Analysis, Finance, Accounting, Process Improvement, Financial Reporting
Education
Texas A&M University-Commerce 2011 — 2013
Master of Business Administration (MBA)
London Metropolitan University 2004 — 2007
BA, Business Economics and Finance
Discovery Communications June 2014 - Present
Promontory Interfinancial Network September 2013 - March 2014
McAfee 2011 - June 2013
CVS Caremark Corporation May 2011 - July 2011
CompuCom November 2010 - January 2011
Broadlane 2010 - 2010
Ernst & Young June 2008 - October 2009
Skills
Analysis, Financial Analysis, Finance, Accounting, Process Improvement, Financial Reporting
Education
Texas A&M University-Commerce 2011 — 2013
Master of Business Administration (MBA)
London Metropolitan University 2004 — 2007
BA, Business Economics and Finance
Alida Couric's Promontory Interfinancial Network Experience May 2008 - September 2013
Job Senior Program Manager at SNL Financial
Industry Financial Services
Experience
SNL Financial October 2013 - Present
Promontory Interfinancial Network May 2008 - September 2013
BreakPoint Public Affairs January 2008 - May 2008
Skills
Financial Services, Financial Analysis, Business Analysis, SDLC, Requirements Analysis, Project Management, Program Management, Analytics
Education
University of Virginia 2003 — 2007
Bachelor, English
Macquarie University 2005 — 2005
Study Abroad, Fall Semester
Porter Gaud School
1-12
SNL Financial October 2013 - Present
Promontory Interfinancial Network May 2008 - September 2013
BreakPoint Public Affairs January 2008 - May 2008
Skills
Financial Services, Financial Analysis, Business Analysis, SDLC, Requirements Analysis, Project Management, Program Management, Analytics
Education
University of Virginia 2003 — 2007
Bachelor, English
Macquarie University 2005 — 2005
Study Abroad, Fall Semester
Porter Gaud School
1-12
Karthik Krishnamurthy's Promontory Interfinancial Network Experience July 2012 - Present
Job Senior Developer at Promontory Interfinancial Network
Industry Information Technology and Services
Experience
Promontory Interfinancial Network July 2012 - Present
Art of Living May 1994 - Present
CapTech Ventures November 2010 - October 2013
Navy Federal Credit Union December 2010 - July 2012
FHLBanks Office of Finance February 2009 - October 2010
Youngsoft Inc October 2004 - February 2009
Skills
Web Services, Java, Program Management, Requirements Analysis, Web Applications, Software Development, Hibernate, Enterprise Architecture, XML, SOA, JavaScript, Spring, EJB, Struts, Agile & Waterfall..., Certified Scrum Master..., Management, IT Strategy, SDLC, Scrum, Agile Methodologies, Spring Framework
Education
University of Virginia - Darden Graduate School of Business Administration 2013 — 2015
MBA for Executives, Strategy and Entrepreneurship
The Ohio State University 2000 — 2002
MS, Computer and Information Sciences
Birla Institute of Technology and Science, Pilani 1996 — 2000
M Sc Tech, Information Systems
Vidya Mandir 1982 — 1996
Promontory Interfinancial Network July 2012 - Present
Art of Living May 1994 - Present
CapTech Ventures November 2010 - October 2013
Navy Federal Credit Union December 2010 - July 2012
FHLBanks Office of Finance February 2009 - October 2010
Youngsoft Inc October 2004 - February 2009
Skills
Web Services, Java, Program Management, Requirements Analysis, Web Applications, Software Development, Hibernate, Enterprise Architecture, XML, SOA, JavaScript, Spring, EJB, Struts, Agile & Waterfall..., Certified Scrum Master..., Management, IT Strategy, SDLC, Scrum, Agile Methodologies, Spring Framework
Education
University of Virginia - Darden Graduate School of Business Administration 2013 — 2015
MBA for Executives, Strategy and Entrepreneurship
The Ohio State University 2000 — 2002
MS, Computer and Information Sciences
Birla Institute of Technology and Science, Pilani 1996 — 2000
M Sc Tech, Information Systems
Vidya Mandir 1982 — 1996
Dennis Kelleher's Promontory Interfinancial Network Experience 2006 - 2007
Job Head of Business Solutions at Albridge Analytics & Director of Business Analytics at Pershing LLC, a BNYM Company
Industry Financial Services
Experience
Pershing LLC and Albridge Analytics, a BNYM Company April 2011 - Present
M&T Bank 2010 - 2011
IXI Corporation 2007 - 2010
Promontory Interfinancial Network 2006 - 2007
Legg Mason 1998 - 2006
Skills
Marketing Strategy, Program Management, Wealth Management, Business Development, Financial Services, Business Strategy, Analytics, Banking, Portfolio Management, Financial Analysis, Product Management, Mergers & Acquisitions, Business Analysis, Capital Markets, Segmentation, Microsoft Excel, Asset Management, Cross-functional Team..., Strategic Planning, Investments, Customer Service, Strategy, Management Consulting, Financial Modeling
Education
St. John's University
MBA, Finance
St. John's University
B.S., Economics
Pershing LLC and Albridge Analytics, a BNYM Company April 2011 - Present
M&T Bank 2010 - 2011
IXI Corporation 2007 - 2010
Promontory Interfinancial Network 2006 - 2007
Legg Mason 1998 - 2006
Skills
Marketing Strategy, Program Management, Wealth Management, Business Development, Financial Services, Business Strategy, Analytics, Banking, Portfolio Management, Financial Analysis, Product Management, Mergers & Acquisitions, Business Analysis, Capital Markets, Segmentation, Microsoft Excel, Asset Management, Cross-functional Team..., Strategic Planning, Investments, Customer Service, Strategy, Management Consulting, Financial Modeling
Education
St. John's University
MBA, Finance
St. John's University
B.S., Economics
Aarthi Ramakrishnan's Promontory Interfinancial Network Experience March 2009 - February 2013
Job Finance Operations, Google
Industry Internet
Experience
Google December 2013 - Present
Ernst & Young February 2013 - January 2014
Promontory Interfinancial Network March 2009 - February 2013
Cummins, Inc June 2008 - August 2008
Skills
Management Consulting, Business Process..., Risk Management, Financial Services, Business Analysis, Project Management, SDLC, Process Improvement, Data Analysis, Financial Analysis, Data Analytics, Banking, Analytics, Finance, Microsoft Excel, Financial Modeling, Program Management, IT Strategy
Education
Rose-Hulman Institute of Technology 2007 — 2009
M.S., Engineering Management
Google December 2013 - Present
Ernst & Young February 2013 - January 2014
Promontory Interfinancial Network March 2009 - February 2013
Cummins, Inc June 2008 - August 2008
Skills
Management Consulting, Business Process..., Risk Management, Financial Services, Business Analysis, Project Management, SDLC, Process Improvement, Data Analysis, Financial Analysis, Data Analytics, Banking, Analytics, Finance, Microsoft Excel, Financial Modeling, Program Management, IT Strategy
Education
Rose-Hulman Institute of Technology 2007 — 2009
M.S., Engineering Management
Kenny Heredia's Promontory Interfinancial Network Experience VPFisi Madison Financial1990 - 2003
Job Regional Director at Promontory Interfinancial Network
Industry Financial Services
Experience
Promontory Interfinancial Network VPFisi Madison Financial1990 - 2003
Skills
Commercial Banking, Financial Services, Banking, Series 7, Portfolio Management, Series 63, Credit, Salesforce.com, New Business Development, Strategic Planning, Marketing Strategy, Financial Analysis, Business Development, Management, Risk Management, Investments, Relationship Management
Education
University of Mississippi 1984 — 1988
BBA, Marketing
Promontory Interfinancial Network VPFisi Madison Financial1990 - 2003
Skills
Commercial Banking, Financial Services, Banking, Series 7, Portfolio Management, Series 63, Credit, Salesforce.com, New Business Development, Strategic Planning, Marketing Strategy, Financial Analysis, Business Development, Management, Risk Management, Investments, Relationship Management
Education
University of Mississippi 1984 — 1988
BBA, Marketing
William Vanderzant's Promontory Interfinancial Network Experience September 2014 - Present
Job Operations Analyst at Promontory Interfinancial Network
Industry Financial Services
Experience
Promontory Interfinancial Network September 2014 - Present
US Department of Homeland Security May 2013 - August 2013
Morgan Stanley July 2009 - September 2012
Vanderbilt University August 2007 - May 2009
Aon Benfield June 2008 - August 2008
Edward Jones July 2007 - August 2007
Skills
Bloomberg, PowerPoint, Public Speaking, Accounting, Financial Analysis, Financial Statement..., Microsoft Excel, Microsoft Word, Writing, Budgets, Presentations, Economics, Alternative Analysis, Research
Education
The George Washington University 2013 — 2015
Master of Arts (MA), National Security Policy Studies
Vanderbilt University 2005 — 2009
BA, Economics, 3.6 / 4.0
Promontory Interfinancial Network September 2014 - Present
US Department of Homeland Security May 2013 - August 2013
Morgan Stanley July 2009 - September 2012
Vanderbilt University August 2007 - May 2009
Aon Benfield June 2008 - August 2008
Edward Jones July 2007 - August 2007
Skills
Bloomberg, PowerPoint, Public Speaking, Accounting, Financial Analysis, Financial Statement..., Microsoft Excel, Microsoft Word, Writing, Budgets, Presentations, Economics, Alternative Analysis, Research
Education
The George Washington University 2013 — 2015
Master of Arts (MA), National Security Policy Studies
Vanderbilt University 2005 — 2009
BA, Economics, 3.6 / 4.0
Ahmed Elsabbahy's Promontory Interfinancial Network Experience July 2013 - Present
Job President, AEconsulting
Industry Information Technology and Services
Experience
Promontory Interfinancial Network July 2013 - Present
AEConsulting October 2011 - May 2013
iDirect April 2008 - October 2011
Kids World March 2006 - April 2008
NOVA Computer Consultants September 2005 - March 2006
Skills
Linux, Continuous Integration, Bash, Agile Methodologies, Continuous Delivery, Perl, Ruby, Virtualization, Git, Python, Chef, Scripted Infrastructure, Automation, Puppet, Ansible
Education
George Mason University
Bachelor's degree, Information Technology
Promontory Interfinancial Network July 2013 - Present
AEConsulting October 2011 - May 2013
iDirect April 2008 - October 2011
Kids World March 2006 - April 2008
NOVA Computer Consultants September 2005 - March 2006
Skills
Linux, Continuous Integration, Bash, Agile Methodologies, Continuous Delivery, Perl, Ruby, Virtualization, Git, Python, Chef, Scripted Infrastructure, Automation, Puppet, Ansible
Education
George Mason University
Bachelor's degree, Information Technology
James Ojewumi's Promontory Interfinancial Network Experience June 2013 - July 2014
Job Functional Testing Analyst at Accenture
Industry Information Technology and Services
Experience
Accenture August 2014 - Present
Promontory Interfinancial Network June 2013 - July 2014
Morgan Stanley March 2011 - February 2013
Capital One February 2009 - March 2011
Chevy Chase Bank October 2005 - February 2009
Skills
Derivatives, Securities, Risk Management, Banking, Capital Markets, Financial Services, Process Improvement, Options, Analysis
Education
Bowie State University 2006 — 2010
Bachelor of Science (B.S.), Finance, General
Accenture August 2014 - Present
Promontory Interfinancial Network June 2013 - July 2014
Morgan Stanley March 2011 - February 2013
Capital One February 2009 - March 2011
Chevy Chase Bank October 2005 - February 2009
Skills
Derivatives, Securities, Risk Management, Banking, Capital Markets, Financial Services, Process Improvement, Options, Analysis
Education
Bowie State University 2006 — 2010
Bachelor of Science (B.S.), Finance, General
Michael Kollar's Promontory Interfinancial Network Experience 2002 - 2004
Job Director of Finance at McKissack & McKissack
Industry Architecture & Planning
Experience
McKissack & McKissack 2014 - Present
The Sheridan Group, Washington D.C. 2013 - 2014
Promontory Financial Group, LLC 2004 - 2012
Promontory Interfinancial Network 2002 - 2004
Skills
Banking, Finance, Financial Modeling, Due Diligence, Risk Management, Asset Management, Financial Services, Mergers & Acquisitions, Corporate Finance, Private Equity, Portfolio Management
Education
The George Washington University 2001 — 2004
Master of Business Administration (M.B.A.), Accounting and Business/Management
Clemson University 1987 — 1991
Bachelor of Science (B.S.), Finance, General
McKissack & McKissack 2014 - Present
The Sheridan Group, Washington D.C. 2013 - 2014
Promontory Financial Group, LLC 2004 - 2012
Promontory Interfinancial Network 2002 - 2004
Skills
Banking, Finance, Financial Modeling, Due Diligence, Risk Management, Asset Management, Financial Services, Mergers & Acquisitions, Corporate Finance, Private Equity, Portfolio Management
Education
The George Washington University 2001 — 2004
Master of Business Administration (M.B.A.), Accounting and Business/Management
Clemson University 1987 — 1991
Bachelor of Science (B.S.), Finance, General
Aerotek
Honeywell Aerospace
BE Aerospace
CoStar Group
Mohawk Industries
TruGreen
Transwestern
Sierra Nevada Corporation