Riskalyze Company
Industry: Financial services company
DescriptionRiskalyze 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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