Rebalance IRA

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Rebalance IRA Employees

Employee
Years
Job
Industry
Scott Puritz Scott Puritz Washington D.C. Metro Area Details
Scott Puritz's Rebalance IRA Experience January 2009 - Present
Job Managing Director, Rebalance IRA "Retire with More"
Industry Financial Services
Experience
Rebalance IRA   January 2009 - Present
Rebalance IRA   January 2009 - Present
Rebalance IRA   January 2009 - Present
Rebalance IRA   January 2009 - Present

Skills
Investments, Wealth Management, Portfolio Management, Asset Management, Private Equity, Finance, Entrepreneurship, Start-ups, Strategic Planning, Business Strategy, Venture Capital, Mergers & Acquisitions, Asset Managment, Equities, Valuation, Emerging Markets, Corporate Finance, Financial Services, Acquisitions, Mergers, Due Diligence, Financial Modeling, Structured Finance, Investor Relations, Capital Markets, M&A experience, Mezzanine, Hedge Funds, Alternative Investments, Executive Management, Corporate Development, Private Placements, Investment Strategies, Investment Banking, Financial Structuring, Financial Analysis, Corporate Governance, Financial Advisory, LBO, Securities, Asset Allocation, Series 7, Investment Management, Restructuring, Fixed Income, Project Finance, Joint Ventures, Financial Planning

Education
Harvard Business School   1980 — 1982
Master of Business Administration (M.B.A.)

Tufts University   1974 — 1978
Bachelor of Arts (B.A.), Economics, Magna cum laude

Erica Lucas Erica Lucas Herndon, Virginia Details
Erica Lucas's Rebalance IRA Experience May 2015 - Present
Job Marketing Consultant
Industry Marketing and Advertising
Experience
Codiscope  August 2015 - Present
Rebalance IRA   May 2015 - Present
NowSecure (formerly viaForensics)   November 2014 - Present
TLC Bounce   July 2015 - September 2015
Hewlett-Packard  April 2014 - September 2014
Shunra (acquired by HP)   February 2011 - April 2014
Activant  March 2005 - February 2011
ARAMARK  March 2003 - March 2005
ARAMARK  August 2002 - March 2003
ARAMARK  March 2001 - August 2002

Skills
Marketing Strategy, Lead Generation, Demand Generation, Marketing Communications, B2B, Marketing Management, Salesforce.com, Email Marketing, Driving Revenue, Marketo, Strategy, SaaS, Strategic Partnerships, Training, Product Management, E-commerce, Go-to-market Strategy, Management, Program Management, Sales Enablement, Sales Operations, Sales Process, Solution Selling, Advertising, Direct Marketing, Marketing, Analytics, Business Development, Social Media Marketing, Marketing Automation, Sales, B2B Marketing, Leadership, New Business Development, Product Marketing, Trade Shows, Enterprise Software, Multi-channel Marketing, Competitive Analysis, Direct Sales, Online Marketing, Customer Retention, Channel Partners, Google Adwords, Account Management, Start-ups, Professional Services, SEM, Cloud Computing, Business Alliances

Education
Rosemont College   2000 — 2002
MBA, Business/Marketing

Rosemont College   1997 — 2000
Bachelor's degree, Business Administration and Management, General, 3.92 GPA

Power Yoga Works   2012 — 2014
RYT-200, vinyasa yoga

Cristina Adams Cristina Adams Austin, Texas Details
Cristina Adams's Rebalance IRA Experience December 2013 - Present
Job Freelance Writer & Editor
Industry Writing and Editing
Experience
Rebalance IRA   December 2013 - Present
Auctus Wealth Management   March 2013 - Present
Bright Sky Press  December 2009 - Present
Blueprints  April 2010 - Present
LiquidHub  November 2011 - January 2014
Guerrero Howe Custom Media  February 2009 - January 2013
Aphra Communications   April 2011 - September 2011
DailyWorth.com   October 2008 - December 2010
Argus Investment Research   January 2007 - May 2009

Skills
Copy Editing, Blogging, Editing, Publications, Feature Articles, Web Content, Writing, Newsletters, Copywriting, Books, Research, Non-fiction, Facebook, Freelance Writing, Ghostwriting, Creative Direction, Publishing, Published Author, White Papers, Brochures, Spanish-speaking, Content Development

Education
New York University   1987 — 1990
M.A., English, Creative Writing

Georgetown University   1979 — 1983
B.S., French, Portuguese

Jay (R. L.) Vivian Jay (R. L.) Vivian Truro, Massachusetts Details
Jay (R. L.) Vivian's Rebalance IRA Experience January 2012 - Present
Job Director at Alberta Investment Management Corporation (AIMCo)
Industry Investment Management
Experience
Alberta Investment Management Corporation (AIMCo)   February 2014 - Present
ICMA-RC  2010 - Present
CIEBA (Committee on Investment of Employee Benefit Assets)   1995 - Present
Rebalance IRA   January 2012 - Present
United Way Worldwide  June 2007 - Present
IBM Retirement Funds  September 1999 - September 2007
IBM Retirement Funds  February 1998 - September 1999
IBM Retirement Funds  May 1995 - February 1998
IBM Retirement Funds  April 1990 - May 1995
IBM  June 1978 - April 1990

Skills
Asset Management, Investments, 401k, Defined Benefit, Mutual Funds, Pensions, Retirement, Asset Managment, Risk Management, Asset Allocation, Mergers & Acquisitions, Strategy, Employee Benefits, Equities, Portfolio Management, Investment Management, Fixed Income, Management, Leadership, Strategic Financial..., Alternative Investments, Finance

Education
Harvard Business School   1976 — 1978
MBA, General Management

Bowdoin College   1969 — 1973
AB, Mathematics

Mount Holyoke College   1971 — 1972

Allegra Formento Allegra Formento Washington D.C. Metro Area Details
Allegra Formento's Rebalance IRA Experience January 2015 - Present
Job Public Relations & Marketing, Senior Associate at Rebalance IRA
Industry Public Policy
Experience
Rebalance IRA   January 2015 - Present
Association of Zoos and Aquariums  August 2012 - January 2015
Patient’s Access to Responsible Care Alliance (PARCA)   May 2014 - July 2014
American Chiropractic Association  June 2011 - August 2012
Nursing Alliance for Quality Care   September 2010 - December 2010

Skills
Nonprofits, Social Media, Newsletters, Non-profits, Public Speaking, Digital Media, Social Media Marketing, Marketing Communications, Product Marketing, Marketing Strategy, Brand Management, Corporate Branding, Brand Awareness, Event Management, Public Health, Health Promotion, PowerPoint, CRM databases, Public Relations

Education
Georgetown University
Marketing Certificate

Gettysburg College   2008 — 2011
BA, Globalization Studies

American University   2007 — 2008

Jonathan Heaney Jonathan Heaney New York, New York Details
Jonathan Heaney's Rebalance IRA Experience August 2012 - August 2013
Job Master's Student in Accompanying
Industry Music
Experience
Freelance Pianist & Accompanist  2011 - Present
Brevard Music Center  June 2014 - August 2015
St. Louis Symphony  May 2012 - May 2015
Washington University in St. Louis  August 2013 - December 2013
Rebalance IRA   August 2012 - August 2013

Skills
Piano, Accompanying, Organ, Writing, Arts Administration, Music, Teaching, Nonprofits, Ear Training, Music Education, Music History, Choral, Classical, Composition

Education
Manhattan School of Music   2015 — 2017
Master's degree, Vocal Accompanying

Washington University in St. Louis   2011 — 2015
Bachelor of Music, Piano Performance

Bethesda-Chevy Chase High School   2007 — 2011

Eastern Music Festival

Sally Brandon Sally Brandon San Francisco Bay Area Details
Sally Brandon's Rebalance IRA Experience April 2012 - Present
Job Vice President,Client Services, Rebalance IRA "Retire With More"
Industry Financial Services
Experience
Rebalance IRA   April 2012 - Present
MarketRiders Inc.   March 2009 - December 2012
Gap Inc.  1993 - 2000

Skills
Investments, Portfolio Management, Retirement, Wealth Management, Start-ups, Business Strategy, Financial Services, Entrepreneurship, Marketing, Superior Client Service, Defined Contribution, Sales

Education
University of Southern California - Marshall School of Business   1990 — 1992
Master of Business Administration (M.B.A.)

University of California, Los Angeles   1983 — 1987
Bachelor of Arts (B.A.), Economics

Mitch Tuchman Mitch Tuchman San Francisco Bay Area Details
Mitch Tuchman's Rebalance IRA Experience January 2012 - Present
Job Managing Director at Rebalance IRA "Retire With More"
Industry Investment Management
Experience
Rebalance IRA   January 2012 - Present
MarketRiders   December 2008 - Present
Inuvo, Inc.   May 2008 - March 2012
Phoenix Technologies  September 2008 - December 2010
Workstream  November 2005 - August 2010
Kintera, Inc.   May 2007 - July 2008
Apex Capital, LLC  January 2000 - December 2007

Skills
Investment Management, Finance, Entrepreneurship, Portfolio Management, Wealth Management, Retirement, Start-ups, Investments, Hedge Funds, Financial Advisory, Investment Advisory, Financial Modeling, M&A experience, Private Equity, Strategy, Venture Capital, Business Strategy, Asset Management, Mergers & Acquisitions

Education
Harvard Business School   1980 — 1982
MBA

Boston University - School of Management   1974 — 1978
BSBA