RIA IN A BOX
Industry: Company
DescriptionFounded: 2005
RIA IN A BOX List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at RIA IN A BOX. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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RIA IN A BOX Employees
Employee
Years
Job
Industry
Ben Ballard Ben Ballard's RIA IN A BOX Experience June 2014 - August 2014
Job Summer Intern at RIA in a Box Summer Research Assistant at ClevelandMarshall College of Law
Industry Law Practice
Experience
Cleveland-Marshall College of Law June 2014 - Present
Wagner & Pelayes, LLP January 2013 - August 2015
RIA IN A BOX June 2014 - August 2014
Riverside Water Polo January 2009 - August 2013
Redlands Transport June 2009 - June 2012
Riverside Poly High School May 2011 - August 2011
Reno Hardware and Supply Inc. June 2010 - August 2010
Riverside Poly High School May 2010 - August 2010
University of Redlands September 2009 - May 2010
Skills
Time Management, Strategy, Research, Sales, Customer Service, Westlaw, Legal Writing, Legal Research, Public Speaking, Fundraising, Nonprofits, Microsoft Office, Community Outreach, Social Media
Education
Cleveland State University 2014 — 2017
Master of Business Administration (M.B.A.)
Cleveland State University 2013 — 2017
Doctor of Law (JD)
University of Redlands 2008 — 2012
Bachelor of Arts (BA), Psychology, Managerial Studies
Cleveland-Marshall College of Law June 2014 - Present
Wagner & Pelayes, LLP January 2013 - August 2015
RIA IN A BOX June 2014 - August 2014
Riverside Water Polo January 2009 - August 2013
Redlands Transport June 2009 - June 2012
Riverside Poly High School May 2011 - August 2011
Reno Hardware and Supply Inc. June 2010 - August 2010
Riverside Poly High School May 2010 - August 2010
University of Redlands September 2009 - May 2010
Skills
Time Management, Strategy, Research, Sales, Customer Service, Westlaw, Legal Writing, Legal Research, Public Speaking, Fundraising, Nonprofits, Microsoft Office, Community Outreach, Social Media
Education
Cleveland State University 2014 — 2017
Master of Business Administration (M.B.A.)
Cleveland State University 2013 — 2017
Doctor of Law (JD)
University of Redlands 2008 — 2012
Bachelor of Arts (BA), Psychology, Managerial Studies
Damien Scott Damien Scott's RIA IN A BOX Experience July 2011 - May 2012
Job President
Industry Accounting
Experience
QB Medic, Inc. March 2010 - Present
RIA IN A BOX July 2011 - May 2012
QuickAccounting San Diego October 2005 - February 2011
Skills
Accounting, QuickBooks, Tax Preparation, Bookkeeping, Tax, Financial Reporting
Education
Montana State University-Bozeman
Bachelor of Arts (B.A.)
University of Canterbury
MBA
QB Medic, Inc. March 2010 - Present
RIA IN A BOX July 2011 - May 2012
QuickAccounting San Diego October 2005 - February 2011
Skills
Accounting, QuickBooks, Tax Preparation, Bookkeeping, Tax, Financial Reporting
Education
Montana State University-Bozeman
Bachelor of Arts (B.A.)
University of Canterbury
MBA
Will Bressman's RIA IN A BOX Experience December 2011 - Present
Job RIA in a Box
Industry Financial Services
Experience
RIA IN A BOX December 2011 - Present
Rushmore Financial Services January 2010 - Present
LX.TV April 2006 - March 2008
Good Morning America January 2005 - April 2006
Skills
Investments, Securities, Entrepreneurship, Business Strategy, Mergers, Venture Capital, Private Equity, Angel Investing, Due Diligence, Valuation, Mergers & Acquisitions, Financial Services
Education
Stanford University Graduate School of Business 2008 — 2010
MBA
Harvard University 2000 — 2004
Bachelor of Arts, History
Dalton School
RIA IN A BOX December 2011 - Present
Rushmore Financial Services January 2010 - Present
LX.TV April 2006 - March 2008
Good Morning America January 2005 - April 2006
Skills
Investments, Securities, Entrepreneurship, Business Strategy, Mergers, Venture Capital, Private Equity, Angel Investing, Due Diligence, Valuation, Mergers & Acquisitions, Financial Services
Education
Stanford University Graduate School of Business 2008 — 2010
MBA
Harvard University 2000 — 2004
Bachelor of Arts, History
Dalton School
Alexandra Holecek Alexandra Holecek's RIA IN A BOX Experience August 2014 - Present
Job Client Service Analyst at RIA In a Box
Industry Financial Services
Experience
RIA IN A BOX August 2014 - Present
Nordstrom May 2011 - July 2014
College Fashionista August 2013 - December 2013
Skills
Social Media Marketing, Public Relations, Marketing, Customer Service, Communication, Editing, Event Planning, HubSpot, CRM
Education
University of Dayton 2010 — 2014
Bachelor of Arts (B.A.), Psychology
Walsh Jesuit High School 2006 — 2010
Graduated with Distinction
RIA IN A BOX August 2014 - Present
Nordstrom May 2011 - July 2014
College Fashionista August 2013 - December 2013
Skills
Social Media Marketing, Public Relations, Marketing, Customer Service, Communication, Editing, Event Planning, HubSpot, CRM
Education
University of Dayton 2010 — 2014
Bachelor of Arts (B.A.), Psychology
Walsh Jesuit High School 2006 — 2010
Graduated with Distinction
Justin Feldman Justin Feldman's RIA IN A BOX Experience February 2012 - February 2013
Job MBA Candidate 2016 at the University of Miami School of Business with Finance/Management Consulting focus
Industry Financial Services
Experience
Gapingvoid Art May 2015 - Present
Telecomunicaciones Butler S.A. May 2013 - April 2014
RIA IN A BOX February 2012 - February 2013
Willkie Farr & Gallagher LLP September 2007 - February 2012
Skills
Microsoft Office, Microsoft Excel, Project Management, PowerPoint, Customer Service, Microsoft Word, Investments, Business Analysis, Equities, Analysis, Risk Management, Business Strategy, Due Diligence, Business Development, Management, Financial Modeling, Financial Analysis
Education
University of Miami - School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Brandeis University 2003 — 2007
Bachelor of Arts (B.A.), Political Science
Gapingvoid Art May 2015 - Present
Telecomunicaciones Butler S.A. May 2013 - April 2014
RIA IN A BOX February 2012 - February 2013
Willkie Farr & Gallagher LLP September 2007 - February 2012
Skills
Microsoft Office, Microsoft Excel, Project Management, PowerPoint, Customer Service, Microsoft Word, Investments, Business Analysis, Equities, Analysis, Risk Management, Business Strategy, Due Diligence, Business Development, Management, Financial Modeling, Financial Analysis
Education
University of Miami - School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Brandeis University 2003 — 2007
Bachelor of Arts (B.A.), Political Science
Alexis Jaffe's RIA IN A BOX Experience August 2014 - Present
Job Marketing Associate at RIA IN A BOX
Industry Financial Services
Experience
RIA IN A BOX August 2014 - Present
Advance Payroll Funding LTD March 2012 - July 2014
Coach August 2010 - February 2012
Ohio Savings Bank 2011 - 2012
Lacoste June 2009 - August 2010
Skills
Marketing, Sales, Retail, Market Research, Marketing Communications, Social Media Marketing, Marketing Strategy, Leadership, Advertising, Merchandising, Visual Merchandising, Fashion, Microsoft Office, Inventory Management, CRM, Social Media, Brand Management, Email Marketing, Market Planning, Marketing Research, HubSpot, Salesforce.com, Microsoft Excel, Online Marketing, Direct Marketing, Microsoft Word, Event Planning, PowerPoint, Blogging, Time Management
Education
Cleveland State University 2007 — 2011
Bachelor of Business Administration, Marketing
RIA IN A BOX August 2014 - Present
Advance Payroll Funding LTD March 2012 - July 2014
Coach August 2010 - February 2012
Ohio Savings Bank 2011 - 2012
Lacoste June 2009 - August 2010
Skills
Marketing, Sales, Retail, Market Research, Marketing Communications, Social Media Marketing, Marketing Strategy, Leadership, Advertising, Merchandising, Visual Merchandising, Fashion, Microsoft Office, Inventory Management, CRM, Social Media, Brand Management, Email Marketing, Market Planning, Marketing Research, HubSpot, Salesforce.com, Microsoft Excel, Online Marketing, Direct Marketing, Microsoft Word, Event Planning, PowerPoint, Blogging, Time Management
Education
Cleveland State University 2007 — 2011
Bachelor of Business Administration, Marketing
Jessica Dean, MBA Jessica Dean, MBA's RIA IN A BOX Experience January 2009 - March 2009
Job Investment Analyst at AIG VALIC
Industry Financial Services
Experience
VALIC September 2013 - Present
Invesco Ltd. June 2010 - September 2013
RIA in a Box January 2009 - March 2009
Van Kampen Funds November 2006 - August 2008
Van Kampen Investments March 2005 - November 2006
Pappadeaux Seafood Kitchen March 2004 - November 2004
Clark, Thomas & Winters August 2003 - January 2004
PBC Marketing April 2003 - August 2003
Texas State Senate January 2003 - April 2003
Skills
Customer Service, Financial Analysis, Microsoft Excel, Investments, Mutual Funds, Strategic Financial..., Finance, Analysis, Portfolio Management, Leadership, Retirement Planning, Sales, Marketing, Visio, Operations Management, Microsoft Office, Time Management, Financial Modeling, Project Management
Education
University of Houston, C.T. Bauer College of Business 2008 — 2010
Master, Business Administration
The University of Texas at Austin 2000 — 2004
Bachelor of Arts, Government, Business
VALIC September 2013 - Present
Invesco Ltd. June 2010 - September 2013
RIA in a Box January 2009 - March 2009
Van Kampen Funds November 2006 - August 2008
Van Kampen Investments March 2005 - November 2006
Pappadeaux Seafood Kitchen March 2004 - November 2004
Clark, Thomas & Winters August 2003 - January 2004
PBC Marketing April 2003 - August 2003
Texas State Senate January 2003 - April 2003
Skills
Customer Service, Financial Analysis, Microsoft Excel, Investments, Mutual Funds, Strategic Financial..., Finance, Analysis, Portfolio Management, Leadership, Retirement Planning, Sales, Marketing, Visio, Operations Management, Microsoft Office, Time Management, Financial Modeling, Project Management
Education
University of Houston, C.T. Bauer College of Business 2008 — 2010
Master, Business Administration
The University of Texas at Austin 2000 — 2004
Bachelor of Arts, Government, Business
Kin Tam Kin Tam's RIA IN A BOX Experience July 2013 - Present
Job Software Developer, Multiple Board Member, Volunteer, AllAround Cool Dude
Industry Computer Software
Experience
RIA IN A BOX July 2013 - Present
Broadridge Financial Solutions September 2011 - December 2011
L-3 Communications October 2005 - May 2008
Skills
Python, C++, Agile Methodologies, Microsoft SQL Server, Sybase, SQL, Linux, MySQL, AJAX, Unix, Objective-C, Databases, Start-ups, C, JavaScript, HTML, Web Development, Leadership, Strategic Partnerships, Perl, Microsoft Office, Trading Systems, Git, SOA, CSS, SDLC, PostgreSQL, jQuery, Software Development, Java, Web Services, C#, PHP
Education
New York University 2011 — 2013
Master's Degree
New York University 2008 — 2011
Bachelor's Degree
RIA IN A BOX July 2013 - Present
Broadridge Financial Solutions September 2011 - December 2011
L-3 Communications October 2005 - May 2008
Skills
Python, C++, Agile Methodologies, Microsoft SQL Server, Sybase, SQL, Linux, MySQL, AJAX, Unix, Objective-C, Databases, Start-ups, C, JavaScript, HTML, Web Development, Leadership, Strategic Partnerships, Perl, Microsoft Office, Trading Systems, Git, SOA, CSS, SDLC, PostgreSQL, jQuery, Software Development, Java, Web Services, C#, PHP
Education
New York University 2011 — 2013
Master's Degree
New York University 2008 — 2011
Bachelor's Degree
Tameeka Bailey Tameeka Bailey's RIA IN A BOX Experience June 2015 - Present
Job Client Services Analyst at RIA in a Box
Industry Law Practice
Experience
RIA in a Box June 2015 - Present
SECOR Asset Management May 2014 - Present
Seton Hall University School of Law August 2011 - May 2014
Marc Anthony Productions May 2013 - August 2013
Vegas Legal Support Services September 2009 - September 2010
San Diego Alternate Public Defender June 2009 - August 2009
Skills
Legal Research, Legal Writing, Westlaw, Criminal Law, Lexis, Litigation, Mediation, Research, Intellectual Property, Public Speaking, Corporate Law, Legal Assistance
Education
Seton Hall University School of Law 2011 — 2014
Doctor of Law (J.D.) Candidate, Intellectual Property Law
Hofstra University 2005 — 2009
Bachelor of Business Administration (BBA), Legal Studies in Business
RIA in a Box June 2015 - Present
SECOR Asset Management May 2014 - Present
Seton Hall University School of Law August 2011 - May 2014
Marc Anthony Productions May 2013 - August 2013
Vegas Legal Support Services September 2009 - September 2010
San Diego Alternate Public Defender June 2009 - August 2009
Skills
Legal Research, Legal Writing, Westlaw, Criminal Law, Lexis, Litigation, Mediation, Research, Intellectual Property, Public Speaking, Corporate Law, Legal Assistance
Education
Seton Hall University School of Law 2011 — 2014
Doctor of Law (J.D.) Candidate, Intellectual Property Law
Hofstra University 2005 — 2009
Bachelor of Business Administration (BBA), Legal Studies in Business
Emily Uhle Emily Uhle's RIA IN A BOX Experience July 2013 - Present
Job Client Services at RIA IN A BOX
Industry Hospital & Health Care
Experience
RIA IN A BOX July 2013 - Present
Record Access Corporation January 2012 - July 2013
Kaiser Permanente June 2002 - September 2011
Kaiser Permanente February 2001 - June 2002
Skills
Workers' Compensation..., Patient relation, Disability Management, Quality Assurance, Project Management, Medical Terminology
Education
University of Phoenix 2005 — 2008
Bachelor of Science, Criminal Justice Administration
RIA IN A BOX July 2013 - Present
Record Access Corporation January 2012 - July 2013
Kaiser Permanente June 2002 - September 2011
Kaiser Permanente February 2001 - June 2002
Skills
Workers' Compensation..., Patient relation, Disability Management, Quality Assurance, Project Management, Medical Terminology
Education
University of Phoenix 2005 — 2008
Bachelor of Science, Criminal Justice Administration
Brett Polacek's RIA IN A BOX Experience June 2014 - Present
Job Account Executive at RIA in a Box
Industry Financial Services
Experience
RIA in a Box June 2014 - Present
FGX International June 2013 - August 2013
RJ O'Brien & Associates LLC June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Photoshop, Social Media, Public Speaking, Windows, Sales, Salesforce.com
Education
Brown University 2010 — 2014
Bachelor's degree, History
RIA in a Box June 2014 - Present
FGX International June 2013 - August 2013
RJ O'Brien & Associates LLC June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Photoshop, Social Media, Public Speaking, Windows, Sales, Salesforce.com
Education
Brown University 2010 — 2014
Bachelor's degree, History
Jeffrey Martell Jeffrey Martell's RIA IN A BOX Experience April 2011 - January 2012
Job Compliance Manager at Prudential Financial
Industry Financial Services
Experience
Prudential Financial January 2012 - Present
RIA IN A BOX April 2011 - January 2012
Prudential Financial January 2011 - April 2011
The Regulatory Fundamentals Group LLC November 2010 - December 2010
Jacko Law Group June 2009 - August 2009
Wayne County Prosecutors Office June 2008 - August 2008
Fried Saperstein Abbatt P.C. 2005 - 2007
Skills
Securities Law, Compliance, Corporate Law, International Trade, Securities, Securities Regulation, AML
Education
New York Law School 2010 — 2011
LLM, Financial Services
Michigan State University College of Law 2007 — 2010
J.D.
Madonna University 2003 — 2007
B.A., History
Prudential Financial January 2012 - Present
RIA IN A BOX April 2011 - January 2012
Prudential Financial January 2011 - April 2011
The Regulatory Fundamentals Group LLC November 2010 - December 2010
Jacko Law Group June 2009 - August 2009
Wayne County Prosecutors Office June 2008 - August 2008
Fried Saperstein Abbatt P.C. 2005 - 2007
Skills
Securities Law, Compliance, Corporate Law, International Trade, Securities, Securities Regulation, AML
Education
New York Law School 2010 — 2011
LLM, Financial Services
Michigan State University College of Law 2007 — 2010
J.D.
Madonna University 2003 — 2007
B.A., History
Steven Swansig's RIA IN A BOX Experience January 2011 - Present
Job Vice President, Financial Sales, Business Development/Relationship Management Professional
Industry Financial Services
Experience
RIA IN A BOX January 2011 - Present
TD Ameritrade institutional May 2007 - February 2009
Dreyfus Service Corporation May 1999 - May 2007
Skills
New Business Development, CRM, Mutual Funds, Business Development, Management, Series 63, Investments, Series 7, Sales, Risk Management, Insurance, Sales Operations, Finance, Mergers & Acquisitions
Education
Hofstra University 1994 — 1996
B.A., Communications
RIA IN A BOX January 2011 - Present
TD Ameritrade institutional May 2007 - February 2009
Dreyfus Service Corporation May 1999 - May 2007
Skills
New Business Development, CRM, Mutual Funds, Business Development, Management, Series 63, Investments, Series 7, Sales, Risk Management, Insurance, Sales Operations, Finance, Mergers & Acquisitions
Education
Hofstra University 1994 — 1996
B.A., Communications
Hovig Melkonian's RIA IN A BOX Experience 2009 - Present
Job Director of Compliance of Lexington Compliance, the ongoing compliance arm of RIA In A Box
Industry Financial Services
Experience
RIA IN A BOX 2009 - Present
Goldman Sachs 2007 - 2009
Skills
Securities, Mutual Funds, Wealth Management, Investment Advisory, Financial Services, FINRA, Investments, Equities, Due Diligence, Asset Management, Estate Planning, Hedge Funds, Strategic Financial..., Securities Regulation, Retirement Planning, Financial Advisory, Compliance Regulations, Asset Managment
Education
Hofstra University School of Law 2002 — 2005
JD
St. John's University 1999 — 2001
BA
Stony Brook University 1997 — 1999
RIA IN A BOX 2009 - Present
Goldman Sachs 2007 - 2009
Skills
Securities, Mutual Funds, Wealth Management, Investment Advisory, Financial Services, FINRA, Investments, Equities, Due Diligence, Asset Management, Estate Planning, Hedge Funds, Strategic Financial..., Securities Regulation, Retirement Planning, Financial Advisory, Compliance Regulations, Asset Managment
Education
Hofstra University School of Law 2002 — 2005
JD
St. John's University 1999 — 2001
BA
Stony Brook University 1997 — 1999
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY