Refundo Company
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Refundo Employees
Refundo September 2012 - Present
Bank of America December 2011 - September 2012
Bank of America November 2005 - November 2011
Skills
Marketing, Sales, Marketing Strategy, Management, Market Research, Banking, Small Business, Training, Business Strategy, New Business Development, Risk Management, Sales Management, Retail Banking, Financial Services, Customer Service, Direct Marketing, Portfolio Management, Small Business Lending, Credit, Commercial Banking, Analysis, Inbound Marketing, Product Segmentation, Brand Development, Blogging, Content Writing, Content Strategy
Education
Harvard Business School 2015 — 2015
Executive Education, Strategic Marketing Management
Kean University 2004 — 2010
Bachelor of Science, Marketing, 3.76
Refundo May 2015 - Present
Expedia, Inc. June 2013 - May 2015
FC Dallas July 2011 - June 2013
National Sales Center July 2011 - September 2011
Northwestern Mutual May 2009 - August 2009
New Jersey SEEDS June 2008 - August 2008
Skills
Sports Marketing, Ticket Sales, Sports, Sports Management, Sponsorship, Social Media, Training, Archtics, Social Networking, Sales, Press Releases, New Business Development, Marketing, Leadership, Integrated Marketing, Facebook, Business Development, Social Media Marketing, Microsoft Office
Education
Hamilton College 2007 — 2011
Bachelor, Economics. Philosophy
Refundo May 2009 - Present
Rush Tax Inc. February 2004 - April 2012
Skills
Bow Hunting Skills, Computer Hacking Skills, Leadership, Tax Preparation, Payment Card Processing, Ethical Hacker, Mobile Devices, Nunchuku Skills, Archery, Tax, Sales, New Business Development, Start-ups, Small Business, Mergers & Acquisitions, Entrepreneurship, Team Building, Contract Negotiation, Marketing, Team Leadership, Litigation, Business Strategy
Education
High School 1997 — 2001
GED
NYU
Computer Science
Queens College
Accounting
Refundo June 2012 - Present
Rush Tax Inc. May 2005 - November 2009
Skills
Financial Analysis, New Business Development, Account Management, Risk Management, Business Strategy, Leadership, Business Analysis, Sales Management, Business Development, Strategic Planning, Contract Negotiation, Team Building, Cold Calling, Sales, Small Business, Marketing, Salesforce.com, Start-ups, Business Planning, Product Development, SaaS, Mergers & Acquisitions, Competitive Analysis, Strategic Partnerships
Education
City University of New York-Hunter College
Refundo 2012 - Present
de Senna Partners 2012 - Present
Bug Labs 2010 - 2012
NJ Mobile Meetup 2009 - 2012
Wolters Kluwer 2007 - 2009
Vonage 2005 - 2007
eMerging Aspects (acquired by ACI Worldwide) 2004 - 2005
Booz Allen Hamilton 2001 - 2004
Electronics for Imaging (spun off as independent company, Luidia) 2000 - 2001
Skills
Corporate Finance, Business Strategy, Product Development, Management Consulting, iPhone, Objective-C, Java, Mobile Applications, Web Applications, Mergers & Acquisitions, Strategic Partnerships, Leadership, Finance, Financial Modeling, Entrepreneurship, Mobile Devices, Management, Product Management, Analytics, Venture Capital, Consulting, Business Development, Strategy, Competitive Analysis, Start-ups, Executive Management, Financial Services
Education
Rutgers University 2003 — 2005
MBA
Columbia University in the City of New York 1999 — 2000
MS
Massachusetts Institute of Technology 1995 — 1999
BS
Refundo August 2014 - Present
Intuit April 2001 - July 2014
Tax and Accounting Software Corporation or TAASC (Acquired by Intuit April 2001) April 2001 - September 2001
Tax and Accounting Software Corporation or TAASC (Acquired by Intuit April 2001) April 1999 - April 2001
Tax and Accounting Software Corporation or TAASC (Acquired by Intuit April 2001) April 1998 - April 1999
Tax and Accounting Software Corporation or TAASC (Acquired by Intuit April 2001) May 1997 - April 1998
Thomas Nelson Publishers - Varsity Internship Program - Nashville May 1993 - August 1993
Skills
Enterprise Sales, Startups, Sales, Marketing, Coach / Mentor, Golden Circle, Major Account Sales..., Challenger, SPIN, Cloud, SaaS, Acquisition Sales, Transcendental Sales, Inspirer, Paradigm Shifts, Intuitive Leadership, Idea Person, Creative Strategy, Competitive Analysis, Net Promoter Methodology, Toyota Production System, Six Sigma / Process..., Salesforce.com, Siebel, QuickBase, Leadership Development, Training, Performance Improvement, Process Improvement, Accounting, Leadership, Sales Operations, Selling, Mergers & Acquisitions, Thought Leadership, Team Leadership, Email Marketing, Financial Services, Loans, Refund Anticipation..., Refund Transfers, Debit Cards, ProSeries, Bank Products, Cloud Banking, Enterprise Software, Management, Sales Process, Product Management
Education
University of Arkansas 1991 — 1997
Bachelor's Degree, Marketing
University of Arkansas 1991 — 1997
Bachelor's Degree, Accounting
Refundo June 2015 - August 2015
Refundo December 2014 - March 2015
Sampo Co. March 2014 - July 2014
TAIWHA Lease Industrial Co., LTD. August 2012 - July 2013
Rutgers University Public Safety Department November 2009 - May 2012
Skills
Accounting, Financial Analysis, Microsoft Word, Research, Microsoft Office, Time Management, Teamwork, Leadership, Microsoft Excel, Social Media, Access, Management, Public Speaking, PowerPoint
Education
Rutgers University 2009 — 2016
Bachelor of Science (B.S.), Double Major: Accounting and Management Information Systems
XZ Solutions September 2015 - Present
St James Consulting February 2008 - Present
Refundo May 2012 - May 2015
Insight Card Services April 2011 - January 2012
ITS Financial 2008 - April 2011
Jackson Hewitt 1999 - 2008
Jackson Hewitt Tax Service 1999 - 2008
Jackson Hewitt Tax Service 1999 - 2008
HSBC 1991 - 1999
Beneficial Corp 1991 - 1999
Skills
Credit, Financial Analysis, Risk Management, Financial Services, Financial Reporting, Accounting, Team Building, Leadership, Banking, Account Management, Microsoft Excel, Business Analysis, Payments, Strategic Financial..., Budgets, Customer Service, Business Strategy, Business Development, Debit Cards, Management, Mergers & Acquisitions, New Business Development, Finance, Start-ups, Executive Management, Contract Negotiation, Strategic Planning
Education
Rider University
BA, History
WJT Partners March 2015 - Present
Refundo November 2014 - March 2015
Wilentz, Goldman & Spitzer, P.A. May 2014 - September 2014
Wilentz, Goldman & Spitzer June 2009 - August 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Research, Social Media, Public Speaking, Teamwork, Windows, English, Event Planning, Access, Outlook, Facebook, Finance, Marketing
Education
Rutgers University School of Law - Newark 2013 — 2017
Juris Doctor (J.D.)
Rutgers University-New Brunswick 2013 — 2017
Master of Business Administration (MBA), Finance
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
Bachelor of Arts (B.A.), History/Entrepreneurship
Refundo July 2015 - Present
Fort Knox Financial Services Corporation d/b/a Refund Advantage December 2008 - July 2015
Intuit August 2004 - March 2008
Universal Tax Systems 2001 - 2004
Tax and Accounting Software Corporation 1998 - 2001
Skills
SaaS, Salesforce.com, Product Management, Sales Process, Account Management, Technical Support, Training, Team Leadership, Sales Presentations, New Business Development, Customer Retention, Customer Experience, Go-to-market Strategy, Sales Operations, Sales Management, CRM, Management, Lead Generation, Marketing, Strategy, Customer Service, Direct Sales, Sales, Solution Selling, B2B, Competitive Analysis, Business Development, Vendor Management, Professional Services, Marketing Strategy, Process Improvement, Forecasting, Team Building, Software Industry, Strategic Planning, Analytics, Partner Management, Customer Acquisition, Business Intelligence, Team Management, Coaching, Consulting, Product Development, Market Research, Relationship Management, Trade Shows, Start-ups, Strategic Partnerships, Product Marketing
Education
Oklahoma State University 2008 — 2009
Economics, Market Regulation
University of Georgia - Terry College of Business 1994 — 1998
BBA, International Business
Refundo February 2012 - Present
VSGi - Visual Systems Group, Inc November 2008 - February 2012
IT Services 2 March 2008 - November 2008
Intuit Inc. March 1999 - March 2008
Tax and Accounting Software Corporation 1994 - 2001
Skills
Tenure in the Tax..., Account Management, National Account..., Sales Management, CRM, QuickBooks, Pro Series Tax Software, Lacerte Tax Software, Quickbase, Web Design, Graphics, Trade Shows, Direct Sales, Salesforce.com, Technical Recruiting, Contract Recruitment, Outside Sales, Inside sales, Spanish-speaking, Bullhorn CRM, Channel Sales, Polycom Video..., Tandberg, Cisco Technologies, Audio Visual Integration, Intuit Accounting..., Strategic Planning, Leadership, Business Development, QuickBase, Management, Inside Sales, Team Building, ProSeries, Sales, Strategic Partnerships, Enterprise Software, New Business Development, SaaS, Solution Selling, Training, Sales Process
Education
Oral Roberts University 1987 — 1993
Bachelor of Science (B.S.), CMP - Christian Ministries Pastoral
American Tax Processing LLC A subsidiary of Jackson Hewitt December 2012 - Present
Refundo August 2012 - December 2012
EPS Financial January 2012 - August 2012
Insight Tax Solutions, LLC May 2011 - January 2012
HSBC Taxpayer Financial Services 2005 - March 2011
HSBC March 2007 - July 2010
Skills
Relationship Management, Credit Cards, Banking, Risk Management, Credit, Financial Risk, Financial Services, Portfolio Management, Loans, Vendor Management, Cross Selling, Debit Cards, Fixed Income, Operational Risk, AML, Finance, Program Management, Corporate Finance, Financial Analysis, Credit Risk, Management, Operational Risk..., Auditing
Education
Rutgers University-New Brunswick 1973 — 1977
B.A., Liberal Arts/Women's Studies
Refundo November 2014 - Present
Krake & Smith, P.C., Counselors & Attorneys at Law March 2010 - Present
Skills
Niche Financing, Taxation, Estate Planning, Civil Rights, Employment Law, Tax, Business Formation, Real Estate, Legal Issues, Trial Practice, Real Estate Transactions, Mediation, Westlaw
Education
Southern Illinois University School of Law 2006 — 2009
Doctor of Law (J.D.), Taxation, Banking, Corporate, Finance, and Securities Law
Southern Illinois University - College of Business 1999 — 2003
Bachelor of Science (B.S.), Finance and Financial Management Services
Refundo January 2014 - Present
Education
Texas State University