Riskalyze Company

Industry: Financial services company

Description

Riskalyze is a financial technology company that provides software as a service to financial advisors in the United States. Riskalyze's platform provides tools for analyzing investment risk, delivering 401 plans, and building and implementing investment portfolios. CEO: Aaron Klein Founded: 2011 Chief investment officer: Michael McDaniel CTO: Matt Pistone Headquarters: Auburn, CA, Atlanta, GA Founders: Matt Pistone, Aaron Klein, Mike McDaniel Subsidiary: Riskalyze Advisors LLC

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Riskalyze Employees

Employee
Years
Job
Industry
Andrew Puccioni Andrew Puccioni Sacramento, California Area Details
Andrew Puccioni's Riskalyze Experience December 2014 - Present
Job Customer Success Support at Riskalyze
Industry Internet
Experience
Riskalyze   December 2014 - Present
CBS MaxPreps, Inc   August 2006 - December 2014
CBS MaxPreps, Inc   August 2006 - December 2014

Skills
Sports, Social Media Marketing, Sports Management, Social Media, Public Relations, Editing, Google Analytics, Customer Support, Customer Success

Education
California State University-Sacramento   2003 — 2005
Bachelor of Arts (BA), Communication and Media Studies

Garrett Woodroof Garrett Woodroof Sacramento, California Area Details
Garrett Woodroof's Riskalyze Experience December 2014 - Present
Job Director of Enterprise Operations at Riskalyze
Industry Financial Services
Experience
Riskalyze   December 2014 - Present
Ethos Edge   2012 - Present

Skills
Business Process, Management Consulting, Leadership, IT Service Management, Change Management, Process Improvement, Team Building, Budgets, PMP, Strategic Planning, Training, Strategy, Business Development, Business Process..., Requirements Analysis, Management, ERP, Project Management, Business Analysis, Team Leadership, Program Management, IT Strategy, Consulting

Education
California Polytechnic State University-San Luis Obispo
BS, Business Administration

Sierra College
Business, Mathematics

Kyle Van Pelt Kyle Van Pelt Greater Atlanta Area Details
Kyle Van Pelt's Riskalyze Experience June 2015 - Present
Job Managing Director of Partnerships at Riskalyze
Industry Internet
Experience
Riskalyze   June 2015 - Present

Skills
Sales, New Business Development, Marketing Strategy, Social Media Marketing, Start-ups, Business Development, Public Speaking, Business Strategy, Strategic Partnerships, Social Media, Strategy, Account Management, Entrepreneurship, Microsoft Office, Strategic Planning

Education
Liberty University   2007 — 2011
BS, Sport Management

Josh Rugg Josh Rugg Sacramento, California Area Details
Josh Rugg's Riskalyze Experience December 2014 - Present
Job Advisor Development
Industry Computer Software
Experience
Riskalyze   December 2014 - Present
J. S. Rugg Insurance Services   2014 - Present
Websystem3  2012 - 2014
Aflac  2008 - 2010
Natomas Unified School District  September 2005 - September 2007

Skills
Retail, Selling, Sales, Customer Service, Sales Process, Cold Calling, Sales Operations, Direct Sales, Account Management, Customer Retention, B2B, Solution Selling, Sales Presentations, Salesforce.com, Lead Generation, CRM, Customer Satisfaction, Product Marketing, Key Account Management, Sales Management, Creative Writing, Building Relationships, Trade Shows, Email Marketing, Marketing, Outside Sales, Strategic Partnerships, Selling Skills, Market Planning, Qualifying Prospects, Customer Acquisition, Sales Force Development, B2B Marketing, Competitive Analysis, Inside Sales, Direct Marketing, Deal Closure, Advertising Sales, Software Industry, Online Marketing, SaaS, Social Networking, Business Development, New Business Development, Channel Partners, Telemarketing, Product Launch, Online Advertising, SEM, Social Media Marketing

Education
California State University-Chico   1999 — 2001
Bachelor of Arts (BA), History/Social Science

College of the Siskiyous   1991 — 1994
Associate of Arts (AA), Journalism

Matt Pistone Matt Pistone Sacramento, California Area Details
Matt Pistone's Riskalyze Experience March 2011 - Present
Job CTO at Riskalyze
Industry Computer Software
Experience
Riskalyze   March 2011 - Present
University of California, Berkeley, Department of Nuclear Engineering   2009 - 2011

Education
University of California, Berkeley   2006 — 2010
BA, Physics

Nevada Union High School   2002 — 2006
High School

Jesse Bye Jesse Bye Auburn, California Details
Jesse Bye's Riskalyze Experience August 2014 - Present
Job Riskalyze Support Team Lead
Industry Internet
Experience
Riskalyze   August 2014 - Present
Thunder Mountain Enterprises, Inc.   June 2011 - August 2014
Bye Designs   June 2009 - June 2011
Fred Morris Construction   May 2006 - August 2008

Skills
Construction, Construction Management, Microsoft Office, Contract Negotiation, Excel, Bid Preparation, CAD, Fleet Management, Web Design, IT Operations, Contract Management, Project Planning, Procurement, MS Project, Process Scheduler

Education
American River College
Computer Science

Jesse Rosato Jesse Rosato Sacramento, California Area Details
Jesse Rosato's Riskalyze Experience January 2015 - Present
Job Software Engineer
Industry Computer Software
Experience
Riskalyze   January 2015 - Present
POS Portal  September 2014 - December 2014
POS Portal  May 2014 - September 2014
Lists.IO   February 2014 - August 2014
Jesse Rosato   August 2009 - May 2014
Courage Worldwide  May 2012 - August 2012

Skills
C++, JavaScript, Computer Science, C, PHP, MySQL, HTML, Linux, CSS, Git, Object Oriented Design, Programming, jQuery, Software Development, AJAX, Algorithms, Unix, Web Development, Data Structures, UML, HTML 5, SQL, Web Applications, E-commerce

Education
CSU Sacramento   2012 — 2014
Bachelor of Science, Computer Science

Sacramento City College   2009 — 2012
Computer Science

Jeff Joyce Jeff Joyce Auburn, California Details
Jeff Joyce's Riskalyze Experience January 2015 - Present
Job Business Development at Riskalyze
Industry Computer Software
Experience
Riskalyze   January 2015 - Present
Ledgent  March 2013 - 2014
Brightstar Healthcare  January 2011 - January 2012
Maxim Healthcare Services  2009 - 2011
Maxim Healthcare Services  2006 - 2009
Maxim Healthcare Services  January 2005 - January 2006

Skills
Talent Acquisition, Sales Management, Contract Negotiation, Account Management, Management, Sales Operations, Team Leadership, Recruiting, Leadership, Employee Relations, Contract Management, Temporary Staffing, Market Planning, Marketing Communications, Software Sales, Sales, Cold Calling, Business Development, Strategic Planning

Education
California State University-Sacramento   2003 — 2005
BA, Mass Communications

California Polytechnic State University-San Luis Obispo   1997 — 1999

Michael Sefscik Michael Sefscik Greater Pittsburgh Area Details
Michael Sefscik's Riskalyze Experience July 2014 - Present
Job Riskalyze
Industry Financial Services
Experience
Riskalyze   July 2014 - Present
Absolute Capital Management, LLC   February 2013 - June 2014
PNC Investments  July 2012 - February 2013
Federated Investors  February 2010 - July 2012
Federated Investors  August 2007 - February 2010
Alcoa  May 2005 - August 2006

Skills
Business Development, Customer Service, FINRA, Finance, Financial Advisory, Management, Leadership, Wealth Management, Investments, Mutual Funds, Separately Managed..., Microsoft Office, Portfolio Management, Series 7, Financial Risk, Life Insurance, Risk Management, Process Improvement

Education
Allegheny College   2003 — 2007
BA, Economics

North Catholic   2000 — 2003

Matt Fritsch Matt Fritsch Sacramento, California Details
Matt Fritsch's Riskalyze Experience August 2014 - Present
Job Marketing Manager at Riskalyze
Industry Marketing and Advertising
Experience
Riskalyze   August 2014 - Present
CBRE  February 2014 - July 2014
PRIDE Industries  January 2009 - July 2013
Disabled Sports USA Far West  June 2006 - January 2009
Governor's Council on Physical Fitness   January 2005 - June 2006
Governor's Executive Office   May 2005 - August 2005

Skills
Marketing Strategy, Public Relations, Public Speaking, Marketing Management, Website Development, Media Relations, Strategic Planning, Product Marketing, Services Marketing, Marketing Communications, Corporate Branding, Brand Development, Community Relations, Program Management, Print Collateral, Graphic Design, Web Design, Statistical Reporting, Operations Management, Cross-functional Team..., Market Analysis, Financial Analysis, Financial Management, Social Media, Product Launch, New Business Development, Advertising, Mentoring, Fitness Training, Collateral Material..., Salesforce Administrator, crm developer, Long-term Customer..., referral marketing, Referral Development, Social Media Marketing, Leadership, Project Planning, Community Development, Event Management, Event Planning, Fundraising, Community Outreach, Nonprofits

Education
Drexel University   2010 — 2012
Master of Business Administration (MBA)

Michigan State University   2003 — 2006
Business Administration, Marketing

Catalyst leadership development program

Ashleigh Boone Ashleigh Boone Sacramento, California Area Details
Ashleigh Boone's Riskalyze Experience December 2014 - Present
Job Business Development at Riskalyze
Industry Financial Services
Experience
Riskalyze   December 2014 - Present
Gold Country Media  June 2013 - October 2014
Biotechnology Calendar, Inc.   2008 - 2013
The Union Newspaper  November 2005 - March 2008

Skills
Event Planning, Advertising, Social Media, Event Management, Sponsorship Program..., Trade Shows, Business Development, Customer Service, Leadership, Marketing, Sales, Market Research, Marketing Communications, Marketing Strategy, Social Media Marketing, Email Marketing

Education
Sierra College   2000 — 2002

Ashley Mitchell Ashley Mitchell Auburn, California Details
Ashley Mitchell's Riskalyze Experience February 2015 - June 2015
Job Parsons Corporation
Industry Construction
Experience
Parsons Corporation  June 2015 - Present
Riskalyze   February 2015 - June 2015
The University of Texas Health Science Center at Houston  June 2013 - October 2014
The University of Texas Health Science Center at Houston  February 2010 - June 2013

Skills
Grants, Databases, Analysis, Business Process, Research, Microsoft Office, Healthcare, PeopleSoft, Proposal Writing, Data Analysis, Customer Service, Microsoft Excel, Process Improvement

Education
University of Mississippi   2000 — 2004
Bachelor of Business Administration (B.B.A.), Managerial Finance

Isaiah Downing Isaiah Downing Portland, Oregon Area Details
Isaiah Downing's Riskalyze Experience September 2014 - Present
Job UX Engineer at Riskalyze
Industry Internet
Experience
Riskalyze   September 2014 - Present
IJD Web Design   February 2010 - Present
White Stone Marketing   November 2010 - September 2014
Hinge Digital  April 2010 - June 2010
Meredith  May 2003 - June 2010
Edge Multimedia  2007 - 2007

Skills
CSS, Photoshop, PHP, Web Design, jQuery, Web Development, Illustrator, Final Cut Pro, WordPress, HTML 5, XHTML, User Interface Design, User Experience, Front-end, Adobe Creative Suite, CMS

Education
The Art Institute of Portland   2007 — 2010
BS, Web Design and Interactive Media

Wilhelm Lichnock Wilhelm Lichnock Sacramento, California Details
Wilhelm Lichnock's Riskalyze Experience July 2015 - Present
Job Engineering Chief of Staff at Riskalyze
Industry Computer Games
Experience
Riskalyze   July 2015 - Present
Newegg  November 2014 - Present
Riskalyze   March 2015 - July 2015
Sacramento Early Einsteins   February 2014 - February 2015
HomeGoods Stores  August 2013 - January 2014
Monomaniac LLC   2012 - 2013
IGN Entertainment  November 2012 - December 2012
Gamma Labs  2012 - 2012

Skills
Team Leadership, Computing, Public Speaking, Social Media, Event Management, Community Outreach, Academic Tutoring, Social Networking, Microsoft Office, Social Media Marketing, Video Games, Microsoft Excel, Research, Microsoft Word, Photoshop, Windows, Writing

Education
Cosumnes River College   2010 — 2013
Transfer, Cultural Anthropology

Jeff Beaumont Jeff Beaumont Orange County, California Area Details
Jeff Beaumont's Riskalyze Experience November 2013 - Present
Job Director of Support at Riskalyze
Industry Accounting
Experience
Riskalyze   November 2013 - Present
Ronald Blue & Co.   September 2006 - October 2013
Biola University  June 2005 - September 2006
Biola University  May 2004 - September 2004
Bon Appetit  September 2002 - January 2004

Education
Biola University   2002 — 2006
Bachelor of Science (B.S.), Business Administration: Accounting

Evan Pope Evan Pope Sacramento, California Area Details
Evan Pope's Riskalyze Experience May 2015 - Present
Job Chief of Staff at Riskalyze
Industry Financial Services
Experience
Riskalyze   May 2015 - Present
New Century Educators   2012 - 2014

Skills
Public Policy, Politics, Policy Analysis, Research, Government, Policy, Legislation, Public Speaking, Nonprofits, Administration, Legislative Relations, Task Management, Financial Risk, Finance, Financial Technology, Customer Service, Microsoft Office

Education
University of California, Berkeley   2012 — 2015
Political Economy & Linguistics

Mitchell Dunn Mitchell Dunn Sacramento, California Area Details
Mitchell Dunn's Riskalyze Experience September 2014 - Present
Job Business Developer for Riskalyze
Industry Financial Services
Experience
Riskalyze   September 2014 - Present
U.S. House of Representatives   September 2013 - December 2013
California Business Properties Association   June 2013 - September 2013

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, HTML, Windows, Event Planning, Time Management, Leadership, Facebook, Politics, Social Networking, Event Management, Communication, Marketing

Education
University of California, Davis - Graduate School of Management   2015 — 2017
Master of Business Administration (M.B.A.), Finance, General

UC Davis   2012 — 2014
Bachelor of Arts (BA), Political Science-Public Policy, Economics

Ethan Pope Ethan Pope Auburn, California Details
Ethan Pope's Riskalyze Experience June 2013 - Present
Job Outbound Sales Team Lead at Riskalyze
Industry Internet
Experience
Riskalyze   June 2013 - Present

Skills
Sales, Sales Management, Research, Leadership, Team Leadership, Management, Team Building

Education
New York University - Polytechnic School of Engineering
Mechanical Engineering, Mechanical Engineering, Freshman

Alexander Wiens Alexander Wiens Lincoln, California Details
Alexander Wiens's Riskalyze Experience August 2014 - Present
Job Business Developer at Riskalyze
Industry Financial Services
Experience
Riskalyze   August 2014 - Present
Clifford Benefits Group   August 2013 - July 2014
Newera Youth Church   January 2010 - June 2014
American Pacific Mortgage  May 2013 - August 2013
Raley's, 765 S. HWY 65   January 2009 - May 2013
Raley's, 765 S. HWY 65   November 2006 - January 2009

Skills
Customer Service, Customer Satisfaction, Accounting, Accountability, Typing, Team Leadership, Teamwork, Self-starter, Self-driven, Time Management, PowerPoint, Telephone Skills, Microsoft Word, Critical Thinking, Event Planning, Inventory Management, Social Networking, Microsoft Excel

Education
William Jessup University   2012 — 2014
Bachelor's Degree, Business Administration and Management, General

Sierra College   2008 — 2010
A.S, Business Administration and Management

Lincoln High School   2004 — 2008
High School Diploma

Dan Getz, Jr. Dan Getz, Jr. Auburn, California Details
Dan Getz, Jr.'s Riskalyze Experience February 2013 - Present
Job Senior Engineer at Riskalyze
Industry Computer Software
Experience
Riskalyze   February 2013 - Present
BizFlex   July 2003 - Present

Skills
ASP.NET, VB.NET, SQL Server, SQL, HTML, Web Applications, Software Development, Software Engineering, Web Development, ColdFusion, PHP, Microsoft SQL Server, jQuery, Backbone.js, Programming

Education
Central Connecticut State University   1999 — 2003
BS, Computer Science

Jeremiah Renfro Jeremiah Renfro Sacramento, California Area Details
Jeremiah Renfro's Riskalyze Experience April 2014 - Present
Job Director of Core Systems at Riskalyze
Industry Information Technology and Services
Experience
Riskalyze   April 2014 - Present
Continuity Consulting, Inc.   March 2009 - December 2013
UC Davis Men's Rowing   September 2008 - June 2009
Grendahl Construction   June 2001 - January 2009

Skills
Management Consulting, Change Management, Program Management, Project Management, Training, Small Business, Leadership Development, Node.js, MySQL, Database Design, System Architecture

Education
California State University-Sacramento   2004 — 2008
B.S., Finance, International Business

Todd Wells Todd Wells Sacramento, California Area Details
Todd Wells's Riskalyze Experience December 2014 - Present
Job Systems Engineer at Riskalyze
Industry Financial Services
Experience
Riskalyze   December 2014 - Present
Clear Capital  January 2014 - November 2014
Synoptek, LLC  May 2013 - January 2014
Fundtech  November 2011 - May 2013
BankServ  2006 - November 2011
Raleys  2001 - 2006
Unify, Inc.   1996 - 2001

Skills
Linux, Virtualization, Enterprise Architecture, SAN, System Administration, Unix, Web Services, Process Improvement, Web Applications, Training, Bash, Nagios, SQL, Tomcat, Windows, Oracle

Education
University of California, Davis   1988 — 1992
BS, Psychology with Math Emphasis

Mark Hollingsworth Mark Hollingsworth Sacramento, California Area Details
Mark Hollingsworth's Riskalyze Experience July 2015 - Present
Job Executive
Industry Investment Management
Experience
Riskalyze   July 2015 - Present
Various Start-ups  1998 - 2015
NEXT Financial Group, Inc.   June 1999 - May 2014
Investors Security Company, Inc.   April 1990 - June 1999
Guest Host - CNBC   1993 - 1997
Wheat First Securities Inc   January 1988 - April 1990

Skills
Leadership, Team Building, Investment Advisory, Sales, Strategic Planning, Management

Education
James Madison University   1980 — 1984
Bachelor's degree, Finance and Financial Management Services

Jesse Welnick Jesse Welnick Greater Atlanta Area Details
Jesse Welnick's Riskalyze Experience March 2015 - Present
Job Mostly Backend Developer at Riskalyze
Industry Financial Services
Experience
Riskalyze   March 2015 - Present
A&E Engineering, Inc.   December 2014 - March 2015
Michelin North America  November 2012 - November 2014
Michelin North America  January 2011 - November 2012
Houston Independent School District  July 2010 - December 2010
Michelin  May 2010 - July 2010
Savannah River Remediation LLC  May 2009 - August 2009

Skills
PHP, JavaScript, Git, C#, Microsoft Office, Java, VBA, AJAX, Google Web Toolkit, SmartGWT, Video Production, Microsoft Excel, After Effects, C++, Video Editing, Microsoft SQL Server, Oracle PL/SQL..., UI Automation, Eclipse, Manufacturing, Design of Experiments, Premiere Pro, Continuous Improvement, .NET, Strategic Planning, Process Improvement, PowerPoint, Research, Customer Service, Analysis

Education
Clemson University   2005 — 2009
B.S.

Ben Lippen High School   2003 — 2005
High School Diploma

Chapman University

David Shaughnessy David Shaughnessy San Diego, California Details
David Shaughnessy's Riskalyze Experience June 2015 - Present
Job Software Engineer
Industry Internet
Experience
Riskalyze   June 2015 - Present
ten24 Digital Solutions  March 2014 - June 2015
Independent Contractor  November 2013 - February 2014

Skills
JavaScript, MarionetteJS, Backbone.js, AngularJS, PHP, MySQL, jQuery, HTML, CSS, Git, Agile Application..., ColdFusion

Education
California State University-Sacramento   2011 — 2012

San Diego Mesa College   2008 — 2010

Garrett Boatman Garrett Boatman Sacramento, California Area Details
Garrett Boatman's Riskalyze Experience March 2015 - Present
Job FrontEnd Engineer at Riskalyze
Industry Online Media
Experience
Riskalyze   March 2015 - Present
Bamboo Creative, Inc   December 2012 - March 2015
Bamboo Creative Inc.   December 2011 - December 2012
Bayside Church  March 2010 - March 2012

Skills
WordPress, HTML 5, Photoshop, Web Design, CSS, JavaScript, Graphic Design, Microsoft Office, Web Development, PHP, Online Marketing, CSS3, Management, OS X, Illustrator, SEO, Customer Service, Front-end, HTML5, Git

Education
Sierra College
Associate of Arts (AA), Marketing & Communications

Forest Lake Christian School
High School Diploma

Brandynne Cho Brandynne Cho Sacramento, California Area Details
Brandynne Cho's Riskalyze Experience February 2015 - Present
Job Engineering Intern at Riskalyze
Industry Computer Software
Experience
Riskalyze   February 2015 - Present

Skills
LaTeX, MPI, R, Python, PHP, Git, JSON, C, JavaScript, Microsoft Office, Google Apps, Microsoft Word, Microsoft Excel, PowerPoint, Constant Contact, FullSlate, Dropbox, OneNote, Organization, Microsoft Publisher

Education
Saint Mary's College of California   2010 — 2014
Bachelor's Degree, Mathematics, 3.55

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