Sageworks Company
Industry: Software company
DescriptionSageworks is a private financial information company headquartered in Raleigh, North Carolina. Founded in 1998, Sageworks provides financial analysis and risk management software, in addition to creating products for commercial lenders. Founded: 1998 Headquarters: North Carolina CEO: Wayne Roberts Founders: Brian Hamilton, Sarah Tourville
Sageworks List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Sageworks. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Sageworks Salaries. You can even request information on how much does Sageworks pay if you want to. Learn about salaries, pros and cons of working for Sageworks directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
208 Sageworks employees in database. Find out everything there's to know about Sageworks employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Sageworks Employees
Employee
Years
Job
Industry
Steve Burke Steve Burke's Sageworks Experience June 2014 - Present
Job Enterprise Bank Sales at Sageworks
Industry Information Technology and Services
Experience
Sageworks June 2014 - Present
Citrix February 2014 - June 2014
Citrix Online August 2011 - January 2014
Pioneer Investments 2007 - August 2011
Merrill Lynch 2004 - 2007
United States Army Reserve 2005 - 2005
Skyworks Solutions 2002 - 2004
Skills
Sales, Business Development, Leadership, Salesforce.com, Direct Sales, SaaS, Training, CRM, Account Management, Enterprise Software, Management, Finance, Strategic Partnerships
Education
United States Military Academy at West Point 1989 — 1993
Bachelor of Science (BS), Engineering/Industrial Management
Sageworks June 2014 - Present
Citrix February 2014 - June 2014
Citrix Online August 2011 - January 2014
Pioneer Investments 2007 - August 2011
Merrill Lynch 2004 - 2007
United States Army Reserve 2005 - 2005
Skyworks Solutions 2002 - 2004
Skills
Sales, Business Development, Leadership, Salesforce.com, Direct Sales, SaaS, Training, CRM, Account Management, Enterprise Software, Management, Finance, Strategic Partnerships
Education
United States Military Academy at West Point 1989 — 1993
Bachelor of Science (BS), Engineering/Industrial Management
Vimal Patel Vimal Patel's Sageworks Experience July 2012 - Present
Job Helping banks prepare for CECL & improve transparency of their ALLL process through simple yet powerful solutions
Industry Banking
Experience
Sageworks July 2012 - Present
The Argyle Company September 2011 - June 2012
Sageworks, Inc. August 2006 - September 2011
Campus Crusade for Christ September 1996 - August 2006
Skills
Salesforce.com, SaaS, Lead Generation, Sales, Marketing Strategy, Start-ups, Strategic Partnerships, Direct Sales, Sales Management, Cold Calling, Account Management, Solution Selling, New Business Development, Strategic Planning
Education
University of North Carolina at Chapel Hill 1992 — 1996
BS, Math Sciences: Operations
Sageworks July 2012 - Present
The Argyle Company September 2011 - June 2012
Sageworks, Inc. August 2006 - September 2011
Campus Crusade for Christ September 1996 - August 2006
Skills
Salesforce.com, SaaS, Lead Generation, Sales, Marketing Strategy, Start-ups, Strategic Partnerships, Direct Sales, Sales Management, Cold Calling, Account Management, Solution Selling, New Business Development, Strategic Planning
Education
University of North Carolina at Chapel Hill 1992 — 1996
BS, Math Sciences: Operations
Jonathan Kraft Jonathan Kraft's Sageworks Experience September 2011 - March 2012
Job Project Manager for Custom Benchmarking, Advisory Services at APQC
Industry Research
Experience
APQC November 2014 - Present
APQC January 2013 - November 2014
APQC March 2012 - December 2012
Sageworks September 2011 - March 2012
DuCharme, McMillen & Associates November 2007 - September 2011
The Hackett Group January 2007 - November 2007
The Hackett Group October 2003 - December 2006
Skills
Project Management, Resource Management, Public Speaking, Analysis, Microsoft Office, Business Development, CRM, Management, Data Analysis, Project Planning, Program Management, Leadership, Consulting, Training
Education
University of Dayton 1996 — 2000
Bachelors of Science, School of Business Administration, Marketing/Marketing Management, General
APQC November 2014 - Present
APQC January 2013 - November 2014
APQC March 2012 - December 2012
Sageworks September 2011 - March 2012
DuCharme, McMillen & Associates November 2007 - September 2011
The Hackett Group January 2007 - November 2007
The Hackett Group October 2003 - December 2006
Skills
Project Management, Resource Management, Public Speaking, Analysis, Microsoft Office, Business Development, CRM, Management, Data Analysis, Project Planning, Program Management, Leadership, Consulting, Training
Education
University of Dayton 1996 — 2000
Bachelors of Science, School of Business Administration, Marketing/Marketing Management, General
Todd Morecraft's Sageworks Experience May 2014 - December 2014
Job Applications Engineer at FacilityDude
Industry Financial Services
Experience
FacilityDude June 2015 - Present
FacilityDude January 2015 - May 2015
Sageworks May 2014 - December 2014
Sageworks January 2014 - May 2014
Northwestern Mutual September 2012 - 2013
Student Media Group May 2010 - September 2010
Skills
Salesforce.com, Microsoft Excel, Microsoft Word, Social Media, Microsoft Office, PowerPoint, Facebook, Twitter, Sales, Financial Analysis, Finance, Social Networking
Education
University of North Carolina at Chapel Hill 2007 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General
Universidad Complutense de Madrid 2009 — 2009
FacilityDude June 2015 - Present
FacilityDude January 2015 - May 2015
Sageworks May 2014 - December 2014
Sageworks January 2014 - May 2014
Northwestern Mutual September 2012 - 2013
Student Media Group May 2010 - September 2010
Skills
Salesforce.com, Microsoft Excel, Microsoft Word, Social Media, Microsoft Office, PowerPoint, Facebook, Twitter, Sales, Financial Analysis, Finance, Social Networking
Education
University of North Carolina at Chapel Hill 2007 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General
Universidad Complutense de Madrid 2009 — 2009
Gordon Clarke's Sageworks Experience June 2015 - Present
Job Product Manager at Sageworks
Industry Financial Services
Experience
Sageworks June 2015 - Present
Marathon Partners Equity Management June 2014 - August 2014
Morgan Stanley September 2013 - November 2013
Eli Lilly and Company May 2013 - August 2013
Eli Lilly and Company May 2012 - August 2012
Skills
French, Economics, Research, Microsoft Excel, Public Speaking, PowerPoint, Microsoft Office, Leadership
Education
St. Lawrence University 2011 — 2015
Bachelor of Science (BS), Economics and Mathematics
North Central High School 2007 — 2011
International Baccalaureate
Sageworks June 2015 - Present
Marathon Partners Equity Management June 2014 - August 2014
Morgan Stanley September 2013 - November 2013
Eli Lilly and Company May 2013 - August 2013
Eli Lilly and Company May 2012 - August 2012
Skills
French, Economics, Research, Microsoft Excel, Public Speaking, PowerPoint, Microsoft Office, Leadership
Education
St. Lawrence University 2011 — 2015
Bachelor of Science (BS), Economics and Mathematics
North Central High School 2007 — 2011
International Baccalaureate
Calvin Barker's Sageworks Experience June 2015 - August 2015
Job Bank Information Intern at Sageworks
Industry
Experience
University of North Carolina at Chapel Hill August 2013 - Present
Carolina Survey Research Laboratory February 2015 - Present
Sageworks June 2015 - August 2015
Carolina Survey Research Laboratory July 2014 - February 2015
Give to Live Guitar Studios LLC January 2011 - July 2013
Skills
Java, Python, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Salesforce.com, Customer Service, English, German, Windows, Research, SketchUp, Teaching, Photoshop, Premiere
Education
University of North Carolina at Chapel Hill 2013 — 2017
Bachelor's Degree, Computer Science and Economics, 3.60
University of North Carolina at Chapel Hill August 2013 - Present
Carolina Survey Research Laboratory February 2015 - Present
Sageworks June 2015 - August 2015
Carolina Survey Research Laboratory July 2014 - February 2015
Give to Live Guitar Studios LLC January 2011 - July 2013
Skills
Java, Python, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Salesforce.com, Customer Service, English, German, Windows, Research, SketchUp, Teaching, Photoshop, Premiere
Education
University of North Carolina at Chapel Hill 2013 — 2017
Bachelor's Degree, Computer Science and Economics, 3.60
Alex Beale Alex Beale's Sageworks Experience February 2014 - August 2014
Job Marketing Intern at Pulse Health & Wellness
Industry Marketing and Advertising
Experience
Pulse Health & Wellness September 2014 - Present
Sageworks February 2014 - August 2014
Manga Corta (www.mangacorta.cl) May 2013 - August 2013
Simply SEA January 2013 - May 2013
Auburn University Small Business Development Center May 2012 - August 2012
The Ackland Art Museum August 2011 - April 2012
Skills
SEO, HTML, CSS, Java, JavaScript, Digital Marketing, Microsoft Office
Education
University of North Carolina at Chapel Hill 2011 — 2014
Bachelor of Science (B.S.), Business Administration, Emphasis in Entrepreneurship
Auburn High School 2008 — 2011
High School
Pulse Health & Wellness September 2014 - Present
Sageworks February 2014 - August 2014
Manga Corta (www.mangacorta.cl) May 2013 - August 2013
Simply SEA January 2013 - May 2013
Auburn University Small Business Development Center May 2012 - August 2012
The Ackland Art Museum August 2011 - April 2012
Skills
SEO, HTML, CSS, Java, JavaScript, Digital Marketing, Microsoft Office
Education
University of North Carolina at Chapel Hill 2011 — 2014
Bachelor of Science (B.S.), Business Administration, Emphasis in Entrepreneurship
Auburn High School 2008 — 2011
High School
Josh Blanton's Sageworks Experience March 2014 - June 2015
Job Project Manager at Cisco
Industry Financial Services
Experience
Cisco June 2015 - Present
Sageworks March 2014 - June 2015
Sageworks August 2013 - April 2014
JJ Promotions Group September 2012 - May 2013
WaterplayUSA.com August 2012 - May 2013
Ella Vickers Recycled Sailcloth Collection June 2012 - October 2012
Skills
Bank Integrations, Financial Technology, Social Media Marketing, Digital Marketing, Email Marketing, Marketing Communications, Facebook, Online Marketing, Management, Microsoft Office, Recruiting, SEO, PPC, Product Marketing, Strategic Planning, Marketing Strategy, Strategic Consulting, Blogging, Marketing, Inbound Lead Generation, Professional Writing, Project Management, Marketing Funnel..., Lead Nurturing, Lead Generation, Web Analytics
Education
University of North Carolina at Wilmington
Bachelor of Science, Marketing; Psychology, 3.7
Cisco June 2015 - Present
Sageworks March 2014 - June 2015
Sageworks August 2013 - April 2014
JJ Promotions Group September 2012 - May 2013
WaterplayUSA.com August 2012 - May 2013
Ella Vickers Recycled Sailcloth Collection June 2012 - October 2012
Skills
Bank Integrations, Financial Technology, Social Media Marketing, Digital Marketing, Email Marketing, Marketing Communications, Facebook, Online Marketing, Management, Microsoft Office, Recruiting, SEO, PPC, Product Marketing, Strategic Planning, Marketing Strategy, Strategic Consulting, Blogging, Marketing, Inbound Lead Generation, Professional Writing, Project Management, Marketing Funnel..., Lead Nurturing, Lead Generation, Web Analytics
Education
University of North Carolina at Wilmington
Bachelor of Science, Marketing; Psychology, 3.7
Linda Missal Linda Missal's Sageworks Experience December 2013 - April 2014
Job Partnerships Manager NYC at Townsquared
Industry Online Media
Experience
Townsquared April 2014 - Present
Sageworks December 2013 - April 2014
Sageworks September 2013 - April 2014
Raiseworks June 2013 - October 2013
Apple Retail September 2011 - June 2013
Apple Retail September 2010 - August 2011
Copacetic Pictures September 2010 - February 2011
Stephanie Johnes films June 2010 - August 2010
Skills
Documentaries, Film, Final Cut Pro, Final Cut Studio, Video Editing, Leadership, Hand Knitting, Pattern Design, Color Concepts, Keynote, iWork, iPhone, OS X, Video, Training, Editing, Creative Writing, Mac, Dvd, Operations Management, Marketing, Mac OS, Social Networking, iOS, Retail, Sales, Management, Social Media
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2010
B.A., Journalism, Film Studies
Townsquared April 2014 - Present
Sageworks December 2013 - April 2014
Sageworks September 2013 - April 2014
Raiseworks June 2013 - October 2013
Apple Retail September 2011 - June 2013
Apple Retail September 2010 - August 2011
Copacetic Pictures September 2010 - February 2011
Stephanie Johnes films June 2010 - August 2010
Skills
Documentaries, Film, Final Cut Pro, Final Cut Studio, Video Editing, Leadership, Hand Knitting, Pattern Design, Color Concepts, Keynote, iWork, iPhone, OS X, Video, Training, Editing, Creative Writing, Mac, Dvd, Operations Management, Marketing, Mac OS, Social Networking, iOS, Retail, Sales, Management, Social Media
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2010
B.A., Journalism, Film Studies
Kyle Jahner Kyle Jahner's Sageworks Experience August 2008 - January 2009
Job Staff Writer at Army Times
Industry Writing and Editing
Experience
Army Times Publishing Co November 2014 - Present
The News & Observer January 2012 - October 2014
Northwestern University September 2010 - January 2012
US Census Bureau March 2010 - November 2010
Cisco Systems March 2009 - October 2009
Sageworks August 2008 - January 2009
Santa Barbara News Press July 2007 - May 2008
Skills
Copy Editing, Journalism, InDesign, News Writing, Video Production, Research, Blogging, Publishing, Storytelling, Feature Articles, AP Style, Politics, Editorial, Public Speaking, Editing
Education
Northwestern University 2010 — 2011
MS, Journalism
University of Southern California 2003 — 2007
BA, Journalism
University of Southern California 2003 — 2007
B.A, Journalism
Singapore American School 1999 — 2003
Army Times Publishing Co November 2014 - Present
The News & Observer January 2012 - October 2014
Northwestern University September 2010 - January 2012
US Census Bureau March 2010 - November 2010
Cisco Systems March 2009 - October 2009
Sageworks August 2008 - January 2009
Santa Barbara News Press July 2007 - May 2008
Skills
Copy Editing, Journalism, InDesign, News Writing, Video Production, Research, Blogging, Publishing, Storytelling, Feature Articles, AP Style, Politics, Editorial, Public Speaking, Editing
Education
Northwestern University 2010 — 2011
MS, Journalism
University of Southern California 2003 — 2007
BA, Journalism
University of Southern California 2003 — 2007
B.A, Journalism
Singapore American School 1999 — 2003
Jacob Krautwurst Jacob Krautwurst's Sageworks Experience January 2014 - November 2014
Job Account Representative at Dude Solutions
Industry Computer Software
Experience
TheWorxHub January 2015 - Present
Sageworks January 2014 - November 2014
Sageworks October 2013 - January 2014
Skills
Sales, Microsoft Office, B2B, Salesforce.com, Business Development, Leadership, Microsoft Excel, SaaS, Management, Account Management, Customer Service, Linux, HTML, Enterprise Software, Data Analysis, Sales Management, PowerPoint, Web Development, Windows, Statistical Data..., Web Design, C++, Java, Microsoft Word, Operating Systems, SQL, Photoshop, Sales Operations, Web Analytics, Cold Calling, Marketing, Sales Process, Swag
Education
State University of New York College at Fredonia
Bachelor of Science (BS), Computer Information Systems
TheWorxHub January 2015 - Present
Sageworks January 2014 - November 2014
Sageworks October 2013 - January 2014
Skills
Sales, Microsoft Office, B2B, Salesforce.com, Business Development, Leadership, Microsoft Excel, SaaS, Management, Account Management, Customer Service, Linux, HTML, Enterprise Software, Data Analysis, Sales Management, PowerPoint, Web Development, Windows, Statistical Data..., Web Design, C++, Java, Microsoft Word, Operating Systems, SQL, Photoshop, Sales Operations, Web Analytics, Cold Calling, Marketing, Sales Process, Swag
Education
State University of New York College at Fredonia
Bachelor of Science (BS), Computer Information Systems
David A. Doorley's Sageworks Experience March 2014 - October 2014
Job Business Analyst at Cisco
Industry Financial Services
Experience
Cisco November 2014 - Present
Sageworks March 2014 - October 2014
Sageworks April 2013 - February 2014
Sageworks April 2012 - March 2013
Skills
Customer Service, Event Management, Promotions, Inventory Management, Salesforce.com, Microsoft Office, Marketing, Event Planning, Sales, Sales Process, Marketing Strategy, Account Management, Budgets, Process Improvement, Accounting, Business Development, Small Business, Customer Retention, Leadership, Management, Financial Analysis, Microsoft Excel, Strategic Planning, Consulting
Education
University of Massachusetts Boston 2007 — 2011
BS, Business Administration and Management
La Salle Academy 2003 — 2007
Cisco November 2014 - Present
Sageworks March 2014 - October 2014
Sageworks April 2013 - February 2014
Sageworks April 2012 - March 2013
Skills
Customer Service, Event Management, Promotions, Inventory Management, Salesforce.com, Microsoft Office, Marketing, Event Planning, Sales, Sales Process, Marketing Strategy, Account Management, Budgets, Process Improvement, Accounting, Business Development, Small Business, Customer Retention, Leadership, Management, Financial Analysis, Microsoft Excel, Strategic Planning, Consulting
Education
University of Massachusetts Boston 2007 — 2011
BS, Business Administration and Management
La Salle Academy 2003 — 2007
Elizabeth Davis Hughes Elizabeth Davis Hughes's Sageworks Experience September 2013 - October 2014
Job Marketing Analyst at Hanesbrands Inc.
Industry Retail
Experience
Hanesbrands Inc. November 2014 - Present
Sageworks September 2013 - October 2014
GoDaddy June 2013 - August 2013
Skills
Marketing, Microsoft Excel, Writing, Research, International Relations, Data Analysis, Social Media, Google Analytics, Teamwork, Small Business, PowerPoint, Microsoft Word, Social Media Marketing, Microsoft Office, Customer Service, Marketing Strategy, Event Planning, Financial Analysis, Leadership, Management, Start-ups
Education
UNC Chapel Hill 2010 — 2014
Bachelor of Arts (B.A.), Global Studies & Interdisciplinary Studies
University of North Carolina at Chapel Hill
Hanesbrands Inc. November 2014 - Present
Sageworks September 2013 - October 2014
GoDaddy June 2013 - August 2013
Skills
Marketing, Microsoft Excel, Writing, Research, International Relations, Data Analysis, Social Media, Google Analytics, Teamwork, Small Business, PowerPoint, Microsoft Word, Social Media Marketing, Microsoft Office, Customer Service, Marketing Strategy, Event Planning, Financial Analysis, Leadership, Management, Start-ups
Education
UNC Chapel Hill 2010 — 2014
Bachelor of Arts (B.A.), Global Studies & Interdisciplinary Studies
University of North Carolina at Chapel Hill
Barbara L (Bobbie) McClain, M.A., Teaching Barbara L (Bobbie) McClain, M.A., Teaching's Sageworks Experience February 2014 - Present
Job Adjunct Instructor SELS UC Berkeley
Industry Education Management
Experience
SAGEWorks February 2014 - Present
College of the Desert August 2008 - Present
UC Berkeley April 2013 - Present
Bobbie McClain Education Consulting January 2004 - Present
Bobbie McClain Education Consulting 2004 - Present
The Center Palm Springs February 2013 - December 2013
San Diego State University September 2007 - June 2009
Kid Scoop -- January 2005 - June 2009
Schurz Communications 2005 - 2006
San Francisco Chronicle July 1999 - November 2002
Skills
Skills Profile, Background in..., Great time management..., Project Management..., Microsoft Applications..., Extensive teaching and..., Budget Creation and..., Superior Fundraising..., Staff/Volunteer..., Ability to negotiate..., Marketing and Public..., Muti-tasking skills, Grace under pressure, Spoken Japanese and..., Fundraising, Editing, Curriculum Design, Program Management, Teaching, Program Development, Training, Management, Resume Writing, Public Speaking
Education
School for International Training 2002 — 2004
MA, Teaching
Skyline College
ceramics, ECE
SAGEWorks February 2014 - Present
College of the Desert August 2008 - Present
UC Berkeley April 2013 - Present
Bobbie McClain Education Consulting January 2004 - Present
Bobbie McClain Education Consulting 2004 - Present
The Center Palm Springs February 2013 - December 2013
San Diego State University September 2007 - June 2009
Kid Scoop -- January 2005 - June 2009
Schurz Communications 2005 - 2006
San Francisco Chronicle July 1999 - November 2002
Skills
Skills Profile, Background in..., Great time management..., Project Management..., Microsoft Applications..., Extensive teaching and..., Budget Creation and..., Superior Fundraising..., Staff/Volunteer..., Ability to negotiate..., Marketing and Public..., Muti-tasking skills, Grace under pressure, Spoken Japanese and..., Fundraising, Editing, Curriculum Design, Program Management, Teaching, Program Development, Training, Management, Resume Writing, Public Speaking
Education
School for International Training 2002 — 2004
MA, Teaching
Skyline College
ceramics, ECE
James Elliott Cobb's Sageworks Experience January 2014 - April 2014
Job Associate at KPMG
Industry Accounting
Experience
KPMG July 2014 - Present
Sageworks January 2014 - April 2014
J.P. Morgan June 2013 - August 2013
Skills
German, Crystal Ball, Microsoft Office, Bloomberg Terminal, PowerPoint, Microsoft Word, Microsoft Excel, Teamwork, Research, Social Media, Editing, Event Management, English, Teaching, Public Relations, Facebook, Data Entry, Time Management
Education
University of North Carolina at Chapel Hill
Bachelor of Arts in Economics, German minor
KPMG July 2014 - Present
Sageworks January 2014 - April 2014
J.P. Morgan June 2013 - August 2013
Skills
German, Crystal Ball, Microsoft Office, Bloomberg Terminal, PowerPoint, Microsoft Word, Microsoft Excel, Teamwork, Research, Social Media, Editing, Event Management, English, Teaching, Public Relations, Facebook, Data Entry, Time Management
Education
University of North Carolina at Chapel Hill
Bachelor of Arts in Economics, German minor
James Collins's Sageworks Experience July 2014 - Present
Job Financial Analysis Solutions
Industry Information Technology and Services
Experience
Sageworks July 2014 - Present
Orion International 2013 - July 2014
Cintas Corporation May 2007 - November 2013
Big Brothers and Big Sisters 2010 - 2011
United States Marine Corps May 2003 - June 2007
Marine Civilian Development Program 2007 - 2007
Skills
Public Speaking, Security Clearance, International Relations, Military, Staff Development, Leadership Development, Military Experience, Sales, DoD, CRM, Program Management, Strategic Planning, Team Building, Operations Management, Operational Planning, Training, Coaching, Budgets, Military Operations, Leadership, Customer Service, Team Leadership, Employee Training, Direct Sales, Cold Calling, Time Management, Selling, Sales Process, Recruiting, Teamwork
Education
University of North Carolina at Chapel Hill 1999 — 2003
Bachelor's, Psychology
Sageworks July 2014 - Present
Orion International 2013 - July 2014
Cintas Corporation May 2007 - November 2013
Big Brothers and Big Sisters 2010 - 2011
United States Marine Corps May 2003 - June 2007
Marine Civilian Development Program 2007 - 2007
Skills
Public Speaking, Security Clearance, International Relations, Military, Staff Development, Leadership Development, Military Experience, Sales, DoD, CRM, Program Management, Strategic Planning, Team Building, Operations Management, Operational Planning, Training, Coaching, Budgets, Military Operations, Leadership, Customer Service, Team Leadership, Employee Training, Direct Sales, Cold Calling, Time Management, Selling, Sales Process, Recruiting, Teamwork
Education
University of North Carolina at Chapel Hill 1999 — 2003
Bachelor's, Psychology
Jordan Larson Jordan Larson's Sageworks Experience April 2014 - May 2015
Job Graduate Student at the University of North Carolina
Industry Accounting
Experience
Grant Thornton LLP June 2015 - August 2015
Sageworks April 2014 - May 2015
UNC Kenan-Flagler May 2014 - August 2014
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2015 — 2016
Master's degree, Accounting
University of North Carolina at Chapel Hill 2011 — 2015
Bachelor of Arts (BA), Economics
Grant Thornton LLP June 2015 - August 2015
Sageworks April 2014 - May 2015
UNC Kenan-Flagler May 2014 - August 2014
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2015 — 2016
Master's degree, Accounting
University of North Carolina at Chapel Hill 2011 — 2015
Bachelor of Arts (BA), Economics
Steven Krasicky Steven Krasicky's Sageworks Experience May 2014 - Present
Job Senior Director, Enterprise Solutions at Sageworks Changing the way organizations advise private companies
Industry Computer Software
Experience
Sageworks May 2014 - Present
Sageworks, Inc. August 2009 - April 2014
Merrill Lynch April 2008 - August 2008
Northwestern Mutual May 2007 - August 2007
Skills
Salesforce.com, Sales Process, Cold Calling, Financial Analysis, Leadership, Sales, Account Management, SaaS, Direct Sales, New Business Development, Sales Management, Building Relationships, Goal Oriented, Marketing, Entrepreneurship, Executive-level..., Strategic Thinking, C Level Selling, Enterprise Software, Enterprise Solution..., Team Building, Lead Generation, Strategic Partnerships, Solution Selling, Sales Operations
Education
UNC Chapel Hill 2005 — 2009
Bachelor of Arts (B.A.), Economics
Sageworks May 2014 - Present
Sageworks, Inc. August 2009 - April 2014
Merrill Lynch April 2008 - August 2008
Northwestern Mutual May 2007 - August 2007
Skills
Salesforce.com, Sales Process, Cold Calling, Financial Analysis, Leadership, Sales, Account Management, SaaS, Direct Sales, New Business Development, Sales Management, Building Relationships, Goal Oriented, Marketing, Entrepreneurship, Executive-level..., Strategic Thinking, C Level Selling, Enterprise Software, Enterprise Solution..., Team Building, Lead Generation, Strategic Partnerships, Solution Selling, Sales Operations
Education
UNC Chapel Hill 2005 — 2009
Bachelor of Arts (B.A.), Economics
Amy McArthur Amy McArthur's Sageworks Experience September 2005 - 2007
Job Director, Routes to Market | LexisNexis
Industry Computer Software
Experience
LexisNexis February 2015 - Present
LexisNexis January 2012 - Present
LexisNexis January 2011 - December 2011
LexisNexis November 2007 - February 2011
Sageworks September 2005 - 2007
Skills
Sales Management, Professional Services, Sales Operations, Training, Salesforce.com, Solution Selling, SaaS, Account Management, Document Management, Management, Consulting, Customer Service
Education
East Carolina University 2007 — 2011
MBA, Management Information Systems
University of Pittsburgh 2000 — 2003
BA, Communications & Anthropology
Semester at Sea
LexisNexis February 2015 - Present
LexisNexis January 2012 - Present
LexisNexis January 2011 - December 2011
LexisNexis November 2007 - February 2011
Sageworks September 2005 - 2007
Skills
Sales Management, Professional Services, Sales Operations, Training, Salesforce.com, Solution Selling, SaaS, Account Management, Document Management, Management, Consulting, Customer Service
Education
East Carolina University 2007 — 2011
MBA, Management Information Systems
University of Pittsburgh 2000 — 2003
BA, Communications & Anthropology
Semester at Sea
Thomas Bryant Thomas Bryant's Sageworks Experience May 2013 - June 2014
Job Inside Sales at Lenovo
Industry Computer Hardware
Experience
Lenovo September 2014 - Present
Sageworks May 2013 - June 2014
SECU August 2012 - May 2013
Social Venture Chapel Hill / STENCIL May 2012 - March 2013
Camp Don Lee September 2008 - May 2012
Skills
Business Development, Sales, Marketing, Leadership, Cold Calling, Critical Thinking, Customer Service, Social Networking, Account Management, Entrepreneurship, Event Planning, Project Management, Business Analysis, Financial Analysis, Management, Social Media, Technical Product Sales, Email Marketing, Business Planning, Technical Product..., Lead Generation, Public Speaking, Financial Reporting, Marketing Strategy, Contract Negotiation, Financial Modeling, Qualitative Research, Academic Writing, Personal Finance, Community Outreach, Sales Process, Microsoft Word, PowerPoint, Microsoft Excel, Stata, Salesforce.com, Higher Education
Education
University of North Carolina at Chapel Hill 2008 — 2012
Bachelor's Degree, Economics; Religious Studies
Northwood High School 2004 — 2008
High School
Lenovo September 2014 - Present
Sageworks May 2013 - June 2014
SECU August 2012 - May 2013
Social Venture Chapel Hill / STENCIL May 2012 - March 2013
Camp Don Lee September 2008 - May 2012
Skills
Business Development, Sales, Marketing, Leadership, Cold Calling, Critical Thinking, Customer Service, Social Networking, Account Management, Entrepreneurship, Event Planning, Project Management, Business Analysis, Financial Analysis, Management, Social Media, Technical Product Sales, Email Marketing, Business Planning, Technical Product..., Lead Generation, Public Speaking, Financial Reporting, Marketing Strategy, Contract Negotiation, Financial Modeling, Qualitative Research, Academic Writing, Personal Finance, Community Outreach, Sales Process, Microsoft Word, PowerPoint, Microsoft Excel, Stata, Salesforce.com, Higher Education
Education
University of North Carolina at Chapel Hill 2008 — 2012
Bachelor's Degree, Economics; Religious Studies
Northwood High School 2004 — 2008
High School
Shyam Gondha Shyam Gondha's Sageworks Experience May 2013 - August 2013
Job Incoming Portfolio Management Analyst at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey July 2015 - Present
Global Brigades, Inc. August 2012 - Present
AIESEC Chapel Hill August 2011 - Present
Comcast May 2014 - August 2014
Sageworks May 2013 - August 2013
Revolution Prep May 2012 - July 2012
Skills
Salesforce.com, Podio, Microsoft Excel, Microsoft Word, Budgets, Finance, Investments, Management, Research, Analysis, Data Analysis
Education
University of North Carolina at Chapel Hill 2011 — 2015
Bachelor's of Science in Business Administration (BSBA), Finance, General
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2015
Business Administration, Finance
SunTrust Robinson Humphrey July 2015 - Present
Global Brigades, Inc. August 2012 - Present
AIESEC Chapel Hill August 2011 - Present
Comcast May 2014 - August 2014
Sageworks May 2013 - August 2013
Revolution Prep May 2012 - July 2012
Skills
Salesforce.com, Podio, Microsoft Excel, Microsoft Word, Budgets, Finance, Investments, Management, Research, Analysis, Data Analysis
Education
University of North Carolina at Chapel Hill 2011 — 2015
Bachelor's of Science in Business Administration (BSBA), Finance, General
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2015
Business Administration, Finance
Connell 'Nellie' Vail Connell 'Nellie' Vail's Sageworks Experience March 2015 - Present
Job Finance Operations Manager
Industry Accounting
Experience
Sageworks March 2015 - Present
SMT (SportsMEDIA Technology Corp) June 2013 - March 2015
SMT (SportsMEDIA Technology Corp) January 2009 - May 2013
Self Employed January 2002 - January 2013
Prier, Burch & Schermerhorn, CPAs January 2008 - April 2008
Stephens Inc. July 2005 - November 2007
Skills
Microsoft Office, Windows, QuickBooks, Microsoft Excel, Management, Customer Service, Peachtree, Mas 90, Creative Solutions, Drake Tax Software, UltraTax CS, Troubleshooting, Quality Assurance, Project Management, Strategic Planning, Business Development, Operating Systems, Sage 100, Accounting, Business Strategy
Education
University of Central Arkansas 2001 — 2005
Bachelor of Business Administration (B.B.A.), Accounting
Sageworks March 2015 - Present
SMT (SportsMEDIA Technology Corp) June 2013 - March 2015
SMT (SportsMEDIA Technology Corp) January 2009 - May 2013
Self Employed January 2002 - January 2013
Prier, Burch & Schermerhorn, CPAs January 2008 - April 2008
Stephens Inc. July 2005 - November 2007
Skills
Microsoft Office, Windows, QuickBooks, Microsoft Excel, Management, Customer Service, Peachtree, Mas 90, Creative Solutions, Drake Tax Software, UltraTax CS, Troubleshooting, Quality Assurance, Project Management, Strategic Planning, Business Development, Operating Systems, Sage 100, Accounting, Business Strategy
Education
University of Central Arkansas 2001 — 2005
Bachelor of Business Administration (B.B.A.), Accounting
Kevin Abbas Kevin Abbas's Sageworks Experience January 2014 - Present
Job Product Manager at Sageworks
Industry Accounting
Experience
Sageworks January 2014 - Present
KPMG US August 2012 - December 2013
Saint John's Senate May 2011 - April 2012
KPMG June 2011 - August 2011
Saint John's University February 2010 - December 2010
Canterbury Park April 2010 - August 2010
Skills
Accounting, Microsoft SQL Server, Microsoft Excel, Auditing, Outlook, Management, Financial Analysis, Critical Thinking, Microsoft Word, Microsoft Office, Teamwork, Data Analysis, Access, PowerPoint, Photoshop, Research, Social Media, Time Management, Financial Accounting, Adaptability, Financial Reporting
Education
St. John's University 2008 — 2012
Bachelor of Arts (B.A.), Accounting
Sageworks January 2014 - Present
KPMG US August 2012 - December 2013
Saint John's Senate May 2011 - April 2012
KPMG June 2011 - August 2011
Saint John's University February 2010 - December 2010
Canterbury Park April 2010 - August 2010
Skills
Accounting, Microsoft SQL Server, Microsoft Excel, Auditing, Outlook, Management, Financial Analysis, Critical Thinking, Microsoft Word, Microsoft Office, Teamwork, Data Analysis, Access, PowerPoint, Photoshop, Research, Social Media, Time Management, Financial Accounting, Adaptability, Financial Reporting
Education
St. John's University 2008 — 2012
Bachelor of Arts (B.A.), Accounting
Amy (Wallace) Weaver Amy (Wallace) Weaver's Sageworks Experience August 2007 - December 2007
Job Director of Marketing at Vaultara
Industry Computer Software
Experience
Magnus Health March 2015 - August 2015
Magnus Health September 2011 - March 2015
Triangle Chapter of the American Marketing Association July 2011 - July 2012
Syncfusion March 2011 - May 2011
Syncfusion July 2010 - March 2011
Syncfusion May 2010 - July 2010
KPM LLC May 2009 - January 2010
Colonial Properties Trust May 2008 - April 2009
Medfusion January 2008 - March 2008
Sageworks August 2007 - December 2007
Skills
Email Marketing, Lead Generation, Marketing, Social Media Marketing, Social Media, Marketing Strategy, SEO, Leadership, Salesforce.com, Online Advertising, Marketing Communications, Digital Marketing, Management, Online Marketing, B2B, CRM, Sales, B2B Marketing, Blogging, Advertising, Competitive Analysis, Web Design, Business Development, Web Marketing, Public Relations, Marketing Automation, HubSpot, WordPress, SaaS, Website Building, Digital Copywriting, Copy Editing, Online Campaign..., Content Creation, CMS, Branding & Identity, Employee Training, Interviewing Skills, Department Budget..., Contract Negotiation, Vendor Relationship..., Partnership Marketing, Trade Shows, Event Planning, Demand Generation, Sales & Marketing..., GoToWebinar, Google Apps
Education
University of Georgia - Terry College of Business 2003 — 2007
BBA, Marketing
Magnus Health March 2015 - August 2015
Magnus Health September 2011 - March 2015
Triangle Chapter of the American Marketing Association July 2011 - July 2012
Syncfusion March 2011 - May 2011
Syncfusion July 2010 - March 2011
Syncfusion May 2010 - July 2010
KPM LLC May 2009 - January 2010
Colonial Properties Trust May 2008 - April 2009
Medfusion January 2008 - March 2008
Sageworks August 2007 - December 2007
Skills
Email Marketing, Lead Generation, Marketing, Social Media Marketing, Social Media, Marketing Strategy, SEO, Leadership, Salesforce.com, Online Advertising, Marketing Communications, Digital Marketing, Management, Online Marketing, B2B, CRM, Sales, B2B Marketing, Blogging, Advertising, Competitive Analysis, Web Design, Business Development, Web Marketing, Public Relations, Marketing Automation, HubSpot, WordPress, SaaS, Website Building, Digital Copywriting, Copy Editing, Online Campaign..., Content Creation, CMS, Branding & Identity, Employee Training, Interviewing Skills, Department Budget..., Contract Negotiation, Vendor Relationship..., Partnership Marketing, Trade Shows, Event Planning, Demand Generation, Sales & Marketing..., GoToWebinar, Google Apps
Education
University of Georgia - Terry College of Business 2003 — 2007
BBA, Marketing
Michael C. Hornsby Michael C. Hornsby's Sageworks Experience September 2011 - December 2011
Job Private Equity Associate at QuadC Management
Industry Financial Services
Experience
Quad-C Management, Inc. February 2015 - Present
SunTrust Robinson Humphrey July 2013 - February 2015
Sageworks September 2011 - December 2011
James Moore, Certified Public Accountants and Consultants May 2011 - August 2011
Skills
Social Media, Strategic Communications, Logistics Management, Event Planning, Corporate Communications, Project Management, Fundraising, Private Equity, Due Diligence, Investment Banking, Financial Modeling, Data Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2013
Bachelor of Science, Business Administration, Corporate Finance
Quad-C Management, Inc. February 2015 - Present
SunTrust Robinson Humphrey July 2013 - February 2015
Sageworks September 2011 - December 2011
James Moore, Certified Public Accountants and Consultants May 2011 - August 2011
Skills
Social Media, Strategic Communications, Logistics Management, Event Planning, Corporate Communications, Project Management, Fundraising, Private Equity, Due Diligence, Investment Banking, Financial Modeling, Data Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2013
Bachelor of Science, Business Administration, Corporate Finance
Greg Roush Greg Roush's Sageworks Experience June 2014 - September 2014
Job Account Manager at SchoolDude
Industry Computer Software
Experience
SchoolDude March 2015 - Present
SchoolDude October 2014 - March 2015
Edvisor Enterprise, LLC October 2011 - December 2014
SchoolDude September 2014 - October 2014
Sageworks June 2014 - September 2014
Palmetto Citizens Federal Credit Union May 2012 - July 2013
RuffaloCODY May 2011 - April 2012
CloudShouts LLC April 2011 - June 2011
South Carolina House of Representatives January 2010 - May 2011
Skills
Social Networking, Social Media, Time Management, Team Leadership, Entrepreneurship, New Business Development, Product Marketing, POS, Strategic Planning, Business Development, Entrepreneur, User Interface Design, User Interface, User Experience Design, Marketing Strategy, Social Media Marketing, Salesforce.com, Cold Calling, Marketing
Education
University of South Carolina-Columbia 2009 — 2013
Bachelor of Arts, Criminology
J.L. Mann High School 2005 — 2009
High School Diploma
SchoolDude March 2015 - Present
SchoolDude October 2014 - March 2015
Edvisor Enterprise, LLC October 2011 - December 2014
SchoolDude September 2014 - October 2014
Sageworks June 2014 - September 2014
Palmetto Citizens Federal Credit Union May 2012 - July 2013
RuffaloCODY May 2011 - April 2012
CloudShouts LLC April 2011 - June 2011
South Carolina House of Representatives January 2010 - May 2011
Skills
Social Networking, Social Media, Time Management, Team Leadership, Entrepreneurship, New Business Development, Product Marketing, POS, Strategic Planning, Business Development, Entrepreneur, User Interface Design, User Interface, User Experience Design, Marketing Strategy, Social Media Marketing, Salesforce.com, Cold Calling, Marketing
Education
University of South Carolina-Columbia 2009 — 2013
Bachelor of Arts, Criminology
J.L. Mann High School 2005 — 2009
High School Diploma
Ed Caldwell's Sageworks Experience 2014 - March 2015
Job PR Director, East Coast Markets & Sectors at PwC
Industry Public Relations and Communications
Experience
Sageworks 2014 - March 2015
Allied Wealth Partners 2011 - 2014
Bloomberg 2001 - 2010
CNBC 1990 - 2001
WGRZ-TV2 1984 - 1990
Skills
Leadership, Television, Video Production, Corporate Communications, Journalism, Social Media, Storytelling, Public Relations, Budgets, Bloomberg Terminal, Broadcast, Investments, Strategic Financial..., Radio, Strategic Planning, Recruiting, Financial Services, Equities, Public Speaking, Wealth Management, Breaking News, Multimedia, Financial Analysis, Finance, Editing, Management, Writing, Strategy, New Media, Media Relations
Education
University of Notre Dame
BA, Speech and Drama (Communications)
Sageworks 2014 - March 2015
Allied Wealth Partners 2011 - 2014
Bloomberg 2001 - 2010
CNBC 1990 - 2001
WGRZ-TV2 1984 - 1990
Skills
Leadership, Television, Video Production, Corporate Communications, Journalism, Social Media, Storytelling, Public Relations, Budgets, Bloomberg Terminal, Broadcast, Investments, Strategic Financial..., Radio, Strategic Planning, Recruiting, Financial Services, Equities, Public Speaking, Wealth Management, Breaking News, Multimedia, Financial Analysis, Finance, Editing, Management, Writing, Strategy, New Media, Media Relations
Education
University of Notre Dame
BA, Speech and Drama (Communications)
Michael Duncan Michael Duncan's Sageworks Experience December 2014 - March 2015
Job Accelerating sales processes through intelligent content delivery
Industry Financial Services
Experience
KnowledgeTree April 2015 - Present
Sageworks December 2014 - March 2015
Sageworks September 2014 - December 2014
Sageworks April 2014 - September 2014
Skills
Salesforce.com, Sales, Leadership, Cold Calling, Sales Process, Customer Service, Marketing, Sales Operations, Direct Sales, Management, SaaS, Strategic Partnerships, Strategic Planning, Marketing Strategy, Solution Selling
Education
University of North Carolina at Chapel Hill
Bachelor of Science (B.S.), Political Science
James B. Hunt High School
KnowledgeTree April 2015 - Present
Sageworks December 2014 - March 2015
Sageworks September 2014 - December 2014
Sageworks April 2014 - September 2014
Skills
Salesforce.com, Sales, Leadership, Cold Calling, Sales Process, Customer Service, Marketing, Sales Operations, Direct Sales, Management, SaaS, Strategic Partnerships, Strategic Planning, Marketing Strategy, Solution Selling
Education
University of North Carolina at Chapel Hill
Bachelor of Science (B.S.), Political Science
James B. Hunt High School
Benjamin Murad Benjamin Murad's Sageworks Experience November 2011 - March 2012
Job Salesforce.com Business Analyst at Idle Tools Corp
Industry Information Technology and Services
Experience
Idle Tools Corp June 2015 - Present
Teleflex May 2013 - May 2015
TalentMine January 2013 - February 2014
DreamBox Learning, Inc April 2012 - December 2012
Sageworks November 2011 - March 2012
Skills
Microsoft Office, Salesforce.com, Sales, Strategy, CRM, Project Management, Sales Process, Sales Operations, Process Improvement, Data Analysis, Analysis, Time Management, Operations Management, SaaS, Team Leadership, Training, PowerPoint, Customer Service, Event Planning
Education
University of Dayton 2007 — 2011
Bachelor's Degree, English
Kings High School 2004 — 2007
High School Diploma, High School/Secondary Diplomas and Certificates
Idle Tools Corp June 2015 - Present
Teleflex May 2013 - May 2015
TalentMine January 2013 - February 2014
DreamBox Learning, Inc April 2012 - December 2012
Sageworks November 2011 - March 2012
Skills
Microsoft Office, Salesforce.com, Sales, Strategy, CRM, Project Management, Sales Process, Sales Operations, Process Improvement, Data Analysis, Analysis, Time Management, Operations Management, SaaS, Team Leadership, Training, PowerPoint, Customer Service, Event Planning
Education
University of Dayton 2007 — 2011
Bachelor's Degree, English
Kings High School 2004 — 2007
High School Diploma, High School/Secondary Diplomas and Certificates
Trey Manning's Sageworks Experience January 2015 - June 2015
Job Wholesale Analyst at SunTrust
Industry Real Estate
Experience
SunTrust June 2015 - Present
Sageworks January 2015 - June 2015
GVA Lat Purser & Associates, Inc. June 2014 - August 2014
The Alexander Group: Northwestern Mutual January 2014 - May 2014
Northwestern Mutual February 2013 - January 2014
Department of Housing and Residential Education June 2012 - May 2013
Crusader Soccer Academy July 2011 - July 2012
Bethesda Christian AcademyDurham May 2007 - July 2012
Skills
Commercial Real Estate, Commercial Real Estate..., Real Estate Financing, Time Management, Microsoft Excel, Customer Service, Team Leadership, Social Media, Music, Marketing Strategy, Insurance, Management, Social Skills, Microsoft Word, Program Management, Communication, Music Production, Organization, Financial Services, Life Insurance, Social Networking
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2014
Bachelor's Degree, Business Administration and Management
SunTrust June 2015 - Present
Sageworks January 2015 - June 2015
GVA Lat Purser & Associates, Inc. June 2014 - August 2014
The Alexander Group: Northwestern Mutual January 2014 - May 2014
Northwestern Mutual February 2013 - January 2014
Department of Housing and Residential Education June 2012 - May 2013
Crusader Soccer Academy July 2011 - July 2012
Bethesda Christian AcademyDurham May 2007 - July 2012
Skills
Commercial Real Estate, Commercial Real Estate..., Real Estate Financing, Time Management, Microsoft Excel, Customer Service, Team Leadership, Social Media, Music, Marketing Strategy, Insurance, Management, Social Skills, Microsoft Word, Program Management, Communication, Music Production, Organization, Financial Services, Life Insurance, Social Networking
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2014
Bachelor's Degree, Business Administration and Management
Paul Kushner Paul Kushner's Sageworks Experience January 2015 - May 2015
Job Mercer Marketplace Actuarial Intern at Mercer
Industry Financial Services
Experience
Mercer June 2015 - Present
SB Nation August 2014 - Present
The Daily Tar Heel September 2013 - Present
Sageworks January 2015 - May 2015
Public Policy Polling July 2014 - August 2014
Clay Aiken For North Carolina May 2014 - August 2014
Public Schools First NC June 2013 - August 2013
Sierra Club June 2012 - July 2012
City of Raleigh June 2011 - August 2011
Skills
Financial Analysis, Investments, Econometric Modeling, Writing, Microsoft Excel, ETFs, RFP, Journalism, Research, Health Insurance, Budgets, Statistical Data..., Windows, Mathematical Modeling, Econometrics, Stata, Mathematics, Public Policy, Economic Modeling, Public Speaking, Microsoft Office, Social Media, Twitter, Facebook, Calculus, Blogging, Linear Algebra
Education
University of North Carolina at Chapel Hill 2013 — 2017
Bachelor's degree, Economics, Mathematics
NCSSM 2011 — 2013
Mercer June 2015 - Present
SB Nation August 2014 - Present
The Daily Tar Heel September 2013 - Present
Sageworks January 2015 - May 2015
Public Policy Polling July 2014 - August 2014
Clay Aiken For North Carolina May 2014 - August 2014
Public Schools First NC June 2013 - August 2013
Sierra Club June 2012 - July 2012
City of Raleigh June 2011 - August 2011
Skills
Financial Analysis, Investments, Econometric Modeling, Writing, Microsoft Excel, ETFs, RFP, Journalism, Research, Health Insurance, Budgets, Statistical Data..., Windows, Mathematical Modeling, Econometrics, Stata, Mathematics, Public Policy, Economic Modeling, Public Speaking, Microsoft Office, Social Media, Twitter, Facebook, Calculus, Blogging, Linear Algebra
Education
University of North Carolina at Chapel Hill 2013 — 2017
Bachelor's degree, Economics, Mathematics
NCSSM 2011 — 2013
Alex Peterson Alex Peterson's Sageworks Experience November 2014 - January 2015
Job Inside Sales Consultant at Sageworks
Industry Leisure, Travel & Tourism
Experience
Sageworks November 2014 - January 2015
Sageworks April 2014 - November 2014
Hickory Farms, Inc. October 2013 - December 2013
Cree May 2013 - September 2013
Wilmington Family YMCA May 2012 - August 2012
Coldwell Banker Willis-Smith May 2004 - August 2008
Skills
Microsoft Office, Customer Service, PowerPoint, Microsoft Excel, Microsoft Word, Salesforce.com, Lead Generation, Following Up, Steaks, Organization, Cold Calling
Education
University of North Carolina at Wilmington 2008 — 2012
Bachelor of Arts (B.A.), Recreation, Sport Leadership, and Tourism Management
Sageworks November 2014 - January 2015
Sageworks April 2014 - November 2014
Hickory Farms, Inc. October 2013 - December 2013
Cree May 2013 - September 2013
Wilmington Family YMCA May 2012 - August 2012
Coldwell Banker Willis-Smith May 2004 - August 2008
Skills
Microsoft Office, Customer Service, PowerPoint, Microsoft Excel, Microsoft Word, Salesforce.com, Lead Generation, Following Up, Steaks, Organization, Cold Calling
Education
University of North Carolina at Wilmington 2008 — 2012
Bachelor of Arts (B.A.), Recreation, Sport Leadership, and Tourism Management
Darren Bruns Darren Bruns's Sageworks Experience January 2005 - September 2007
Job Account Manager 'Firm Manager' at LexisNexis
Industry Legal Services
Experience
LexisNexis January 2014 - Present
LexisNexis July 2013 - January 2014
LexisNexis August 2011 - July 2013
WSI January 2010 - August 2011
ChannelAdvisor September 2007 - September 2008
Sageworks January 2005 - September 2007
ALLTEL January 2000 - December 2004
Skills
E-commerce, Online Marketing, Product Development, Market Research, Digital Marketing, Marketing Strategy, Account Management, Salesforce.com, SaaS, New Business Development, Lead Generation, Customer Relations, Sales Support, Negotiation, Competitive Analysis, Public Relations, Consultative Selling, Team Building, Marketing, Web Analytics, Customer Service, Sales, Management, Business Intelligence, Social Media, Sales Operations, Selling
Education
The University of Akron 1988 — 1993
Marketing, Business, Public Relations
New Horizons 2009 — 2010
CompTia, A+ & Network+ Certified
LexisNexis January 2014 - Present
LexisNexis July 2013 - January 2014
LexisNexis August 2011 - July 2013
WSI January 2010 - August 2011
ChannelAdvisor September 2007 - September 2008
Sageworks January 2005 - September 2007
ALLTEL January 2000 - December 2004
Skills
E-commerce, Online Marketing, Product Development, Market Research, Digital Marketing, Marketing Strategy, Account Management, Salesforce.com, SaaS, New Business Development, Lead Generation, Customer Relations, Sales Support, Negotiation, Competitive Analysis, Public Relations, Consultative Selling, Team Building, Marketing, Web Analytics, Customer Service, Sales, Management, Business Intelligence, Social Media, Sales Operations, Selling
Education
The University of Akron 1988 — 1993
Marketing, Business, Public Relations
New Horizons 2009 — 2010
CompTia, A+ & Network+ Certified
Jake Austin Jake Austin's Sageworks Experience November 2014 - February 2015
Job Forward Deployed Engineer at Bluecore
Industry Computer Software
Experience
Bluecore June 2015 - Present
Sageworks November 2014 - February 2015
Dr. Aniruddh Patel 2013 - 2014
The Farber Center for Radiation Oncology July 2012 - September 2012
Skills
Programming, Matlab, Ruby on Rails, Web Development, C++, HTML, CSS, jQuery, Science, Interpersonal..., Perseverance, Organization, Mathematics, JavaScript, AngularJS, PostgreSQL, Microsoft Excel, Human Computer...
Education
General Assembly 2014 — 2014
Web development immersive
Tufts University 2010 — 2014
Bachelor of Science (BS), Computer Science &, Bachelor of Science (BS), Cognitive and Brain Sciences
Bluecore June 2015 - Present
Sageworks November 2014 - February 2015
Dr. Aniruddh Patel 2013 - 2014
The Farber Center for Radiation Oncology July 2012 - September 2012
Skills
Programming, Matlab, Ruby on Rails, Web Development, C++, HTML, CSS, jQuery, Science, Interpersonal..., Perseverance, Organization, Mathematics, JavaScript, AngularJS, PostgreSQL, Microsoft Excel, Human Computer...
Education
General Assembly 2014 — 2014
Web development immersive
Tufts University 2010 — 2014
Bachelor of Science (BS), Computer Science &, Bachelor of Science (BS), Cognitive and Brain Sciences
Kayla Silvia Kayla Silvia's Sageworks Experience October 2010 - Present
Job Human Resource Manager at Sageworks
Industry Financial Services
Experience
Sageworks October 2010 - Present
Skills
Human Resources, HR Policies, HR Transformation, Team Management, Team Building, Employee Management
Education
University of Southern California 2005 — 2008
Master of Business Administration (MBA)
Sageworks October 2010 - Present
Skills
Human Resources, HR Policies, HR Transformation, Team Management, Team Building, Employee Management
Education
University of Southern California 2005 — 2008
Master of Business Administration (MBA)
Beth Greenberg's Sageworks Experience August 2012 - March 2014
Job Senior Consultant at Sageworks, Inc.
Industry Financial Services
Experience
Sageworks, Inc. March 2014 - Present
Sageworks August 2012 - March 2014
TrySports Raleigh April 2011 - August 2012
Sinclair Broadcast Group July 2010 - April 2011
Make-A-Wish Foundation June 2009 - August 2009
YMCA at Meadowmont January 2009 - August 2009
Charlotte Gymnastics Academy June 2006 - August 2007
Skills
Salesforce.com, Event Management, Leadership, Constant Contact, Facebook, Marketing, Market Research, New Business Development, Training, Social Networking, Social Media Marketing, Email Marketing
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2006 — 2010
Bachelor of Science in Business Administration with a concentration in Marketing
Sageworks, Inc. March 2014 - Present
Sageworks August 2012 - March 2014
TrySports Raleigh April 2011 - August 2012
Sinclair Broadcast Group July 2010 - April 2011
Make-A-Wish Foundation June 2009 - August 2009
YMCA at Meadowmont January 2009 - August 2009
Charlotte Gymnastics Academy June 2006 - August 2007
Skills
Salesforce.com, Event Management, Leadership, Constant Contact, Facebook, Marketing, Market Research, New Business Development, Training, Social Networking, Social Media Marketing, Email Marketing
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2006 — 2010
Bachelor of Science in Business Administration with a concentration in Marketing
Katrina Walker's Sageworks Experience January 2014 - Present
Job Client Services at Sageworks
Industry Computer Software
Experience
Sageworks January 2014 - Present
Sageworks, Inc. July 2012 - January 2014
Sageworks, Inc. February 2011 - July 2012
Sageworks, Inc September 2008 - July 2011
LabCorp 2005 - 2008
Skills
Account Management, Business Development, Customer Service, Solution Selling, Leadership, Sales, New Business Development, Strategic Partnerships, Customer Retention, Strategy, Salesforce.com, Cold Calling, Sales Process, Selling, Lead Generation, SaaS, Sales Presentations, Direct Sales, Recruiting, CRM, Sales Management, Sales Operations, Enterprise Software, B2B software, Cross Selling, Solutions Marketing, Up-selling, Client Education, Customer Support, Customer Satisfaction, Customer Experience, Manage Client..., Building Relationships, Long-term Customer...
Education
The University of Texas at Austin
Bacholor of Science
University of Houston
Sageworks January 2014 - Present
Sageworks, Inc. July 2012 - January 2014
Sageworks, Inc. February 2011 - July 2012
Sageworks, Inc September 2008 - July 2011
LabCorp 2005 - 2008
Skills
Account Management, Business Development, Customer Service, Solution Selling, Leadership, Sales, New Business Development, Strategic Partnerships, Customer Retention, Strategy, Salesforce.com, Cold Calling, Sales Process, Selling, Lead Generation, SaaS, Sales Presentations, Direct Sales, Recruiting, CRM, Sales Management, Sales Operations, Enterprise Software, B2B software, Cross Selling, Solutions Marketing, Up-selling, Client Education, Customer Support, Customer Satisfaction, Customer Experience, Manage Client..., Building Relationships, Long-term Customer...
Education
The University of Texas at Austin
Bacholor of Science
University of Houston
Paul Caplin's Sageworks Experience March 2015 - June 2015
Job Account Manager at Center for Professional Development @ ITT Technical Institute
Industry Information Technology and Services
Experience
Center for Professional Development @ ITT Technical Institute August 2015 - Present
Sageworks March 2015 - June 2015
Global Knowledge Training March 2013 - November 2014
Global Knowledge Training November 2010 - March 2013
123Triad Web Design October 2010 - February 2011
Building Blocks Publications August 2007 - October 2008
Distinctive Web Solutions, LLC February 2007 - August 2007
Northwestern Mutual 2005 - 2006
Skills
Account Management, Cold Calling, Team Leadership, Sales, Sales Process, Networking, Training, Public Speaking, Solution Selling, SaaS, Project Management, Vendor Management, Business Development, New Business Development, Marketing, CRM, Cloud Computing, Management, Strategic Planning, Team Building, Program Management, Strategy, Professional Services, Enterprise Software, Leadership, Customer Satisfaction, Selling, Salesforce.com, Direct Sales, Lead Generation, Sales Presentations, Customer Retention, Email Marketing, Building Relationships, B2B, Coaching, Competitive Analysis, Team Management, Strategic Partnerships, Sales Operations, Product Marketing, Time Management, Start-ups, Entrepreneurship, Sales Management, Recruiting, Product Management, Security, Cross-functional Team..., Consulting
Education
University of Connecticut 2000 — 2004
Bachelors, Actuarial Science and Mathematics
SHS 1996 — 2000
Center for Professional Development @ ITT Technical Institute August 2015 - Present
Sageworks March 2015 - June 2015
Global Knowledge Training March 2013 - November 2014
Global Knowledge Training November 2010 - March 2013
123Triad Web Design October 2010 - February 2011
Building Blocks Publications August 2007 - October 2008
Distinctive Web Solutions, LLC February 2007 - August 2007
Northwestern Mutual 2005 - 2006
Skills
Account Management, Cold Calling, Team Leadership, Sales, Sales Process, Networking, Training, Public Speaking, Solution Selling, SaaS, Project Management, Vendor Management, Business Development, New Business Development, Marketing, CRM, Cloud Computing, Management, Strategic Planning, Team Building, Program Management, Strategy, Professional Services, Enterprise Software, Leadership, Customer Satisfaction, Selling, Salesforce.com, Direct Sales, Lead Generation, Sales Presentations, Customer Retention, Email Marketing, Building Relationships, B2B, Coaching, Competitive Analysis, Team Management, Strategic Partnerships, Sales Operations, Product Marketing, Time Management, Start-ups, Entrepreneurship, Sales Management, Recruiting, Product Management, Security, Cross-functional Team..., Consulting
Education
University of Connecticut 2000 — 2004
Bachelors, Actuarial Science and Mathematics
SHS 1996 — 2000
Danny Dugan's Sageworks Experience February 2015 - April 2015
Job General Manager, Raleigh at OrderUp
Industry Computer Software
Experience
OrderUp May 2015 - Present
Sageworks February 2015 - April 2015
Sageworks January 2014 - January 2015
Sageworks, Inc. July 2012 - December 2013
UNC's Kenan-Flagler Business School August 2010 - May 2012
Imagineoptix, Inc. May 2011 - October 2011
Wachovia Bank, N.A. October 2006 - June 2010
DCR Apparel, LLC 2008 - May 2010
CollegeDeck, LLC January 2003 - May 2006
Montgomery County Judicial Center 2003 - 2005
Skills
Due Diligence, Entrepreneurship, Business Planning, Investments, Financial Modeling, Relationship Management, Financial Advisory, Strategic Financial..., Loans, Direct Sales, Finance, Portfolio Management, Project Management, Mergers & Acquisitions, Leadership, Sales, Strategy, Marketing Strategy, Mergers, CRM
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
MBA, Entrepreneurship and Finance
Virginia Polytechnic Institute and State University - Pamplin College of Business 2002 — 2006
Bachelor of Science, Finance
Georgetown Prep
OrderUp May 2015 - Present
Sageworks February 2015 - April 2015
Sageworks January 2014 - January 2015
Sageworks, Inc. July 2012 - December 2013
UNC's Kenan-Flagler Business School August 2010 - May 2012
Imagineoptix, Inc. May 2011 - October 2011
Wachovia Bank, N.A. October 2006 - June 2010
DCR Apparel, LLC 2008 - May 2010
CollegeDeck, LLC January 2003 - May 2006
Montgomery County Judicial Center 2003 - 2005
Skills
Due Diligence, Entrepreneurship, Business Planning, Investments, Financial Modeling, Relationship Management, Financial Advisory, Strategic Financial..., Loans, Direct Sales, Finance, Portfolio Management, Project Management, Mergers & Acquisitions, Leadership, Sales, Strategy, Marketing Strategy, Mergers, CRM
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
MBA, Entrepreneurship and Finance
Virginia Polytechnic Institute and State University - Pamplin College of Business 2002 — 2006
Bachelor of Science, Finance
Georgetown Prep
Ronald Sisco II's Sageworks Experience June 2014 - January 2015
Job Account Manager Upstate New York
Industry Information Technology and Services
Experience
Cisco January 2015 - Present
Sageworks June 2014 - January 2015
The AroundCampus Group October 2012 - May 2014
University Directories August 2012 - October 2012
University Directories May 2012 - August 2012
UNC Greensboro September 2009 - May 2012
UNC Greensboro October 2008 - May 2009
Skills
Adobe Illustrator, Adobe Photoshop, Spanish, iMovie, Windows Movie Maker, Daktronics, Microsoft Office, ClearSlide, Social Media, Marketing, Photoshop, Cold Calling, Google Adwords, Marketing Research, Microsoft Excel, Email Marketing, Social Media Marketing, Social Networking, Time Management, B2B, Sales, Sales Management, Leadership, New Business Development, Advertising, Customer Service, Management
Education
University of North Carolina at Greensboro 2008 — 2012
Bachelor of Science, Marketing
Needham High School 2004 — 2008
Cisco January 2015 - Present
Sageworks June 2014 - January 2015
The AroundCampus Group October 2012 - May 2014
University Directories August 2012 - October 2012
University Directories May 2012 - August 2012
UNC Greensboro September 2009 - May 2012
UNC Greensboro October 2008 - May 2009
Skills
Adobe Illustrator, Adobe Photoshop, Spanish, iMovie, Windows Movie Maker, Daktronics, Microsoft Office, ClearSlide, Social Media, Marketing, Photoshop, Cold Calling, Google Adwords, Marketing Research, Microsoft Excel, Email Marketing, Social Media Marketing, Social Networking, Time Management, B2B, Sales, Sales Management, Leadership, New Business Development, Advertising, Customer Service, Management
Education
University of North Carolina at Greensboro 2008 — 2012
Bachelor of Science, Marketing
Needham High School 2004 — 2008
Charlie Farris's Sageworks Experience 2006 - 2007
Job Owner/Operator
Industry Restaurants
Experience
Jersey Mike's November 2009 - Present
We love them hoes 1912 - 2010
Carolina Ale House 2007 - 2007
Sageworks 2006 - 2007
Education
University of North Carolina at Chapel Hill 2000 — 2004
Jersey Mike's November 2009 - Present
We love them hoes 1912 - 2010
Carolina Ale House 2007 - 2007
Sageworks 2006 - 2007
Education
University of North Carolina at Chapel Hill 2000 — 2004
David Bernauer's Sageworks Experience April 2004 - February 2007
Job Sales at Stryker
Industry Medical Devices
Experience
Stryker - Neuro Spine ENT February 2007 - Present
Sageworks April 2004 - February 2007
Paychex January 1998 - April 2004
Skills
Cold Calling, Surgeons, Salesforce.com, Medical Devices, ENT, Neurology, Spine, Sales Management, Sales Process
Education
Rutgers University-New Brunswick 1994 — 1997
BS, Sports Management
Stryker - Neuro Spine ENT February 2007 - Present
Sageworks April 2004 - February 2007
Paychex January 1998 - April 2004
Skills
Cold Calling, Surgeons, Salesforce.com, Medical Devices, ENT, Neurology, Spine, Sales Management, Sales Process
Education
Rutgers University-New Brunswick 1994 — 1997
BS, Sports Management
Robert Tyree's Sageworks Experience September 2008 - November 2008
Job Revenue Agent at Wake County Revenue Department
Industry Computer Software
Experience
Wake County Revenue Department October 2010 - Present
Sears, Roebuck and Co. November 2008 - December 2010
Sageworks September 2008 - November 2008
UPS April 2008 - September 2008
Visionworks July 2005 - December 2007
Skills
Management, Microsoft Excel, Sales, Business Development, Strategy, Account Management, Customer Service, Microsoft Word, Real Estate License
Education
University of North Carolina at Wilmington 2004 — 2007
Bachelor of Science (B.Sc.), Business Administration and Management
Wake County Revenue Department October 2010 - Present
Sears, Roebuck and Co. November 2008 - December 2010
Sageworks September 2008 - November 2008
UPS April 2008 - September 2008
Visionworks July 2005 - December 2007
Skills
Management, Microsoft Excel, Sales, Business Development, Strategy, Account Management, Customer Service, Microsoft Word, Real Estate License
Education
University of North Carolina at Wilmington 2004 — 2007
Bachelor of Science (B.Sc.), Business Administration and Management
Aaron Lenhart's Sageworks Experience June 2014 - Present
Job Sageworks Risk Management Consultant
Industry Financial Services
Experience
Sageworks June 2014 - Present
T. Rowe Price May 2013 - August 2013
Wellington Financial Group, Inc. August 2007 - June 2012
Skills
Corporate Finance, Investments, Valuation, 401k, Pensions
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2012 — 2014
Master of Business Administration (MBA), Finance
University of Virginia 2003 — 2007
BA, Government
Sageworks June 2014 - Present
T. Rowe Price May 2013 - August 2013
Wellington Financial Group, Inc. August 2007 - June 2012
Skills
Corporate Finance, Investments, Valuation, 401k, Pensions
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2012 — 2014
Master of Business Administration (MBA), Finance
University of Virginia 2003 — 2007
BA, Government
Ryan Cullimore's Sageworks Experience May 2007 - August 2007
Job Sales Manager at Comcast
Industry Telecommunications
Experience
Comcast June 2010 - Present
Comcast January 2008 - June 2010
Wireless City - T-Mobile Exclusive Dealer August 2007 - February 2008
Sageworks May 2007 - August 2007
Skills
Account Management, Direct Sales, Solution Selling, Salesforce.com, Sales Process, VoIP, Sales Management, Cold Calling, Telecommunications, Customer Retention, Sales Operations, B2B, Customer Satisfaction, Sales, New Business Development, Selling, Wireless, Team Leadership, Call Centers, CRM, Customer Experience, Sales Presentations, Strategic Partnerships, Lead Generation, SaaS, Managed Services
Education
University of San Francisco 2004 — 2007
BS, Finance
Utah Valley University 2001 — 2002
Business Administration and Management, General
Comcast June 2010 - Present
Comcast January 2008 - June 2010
Wireless City - T-Mobile Exclusive Dealer August 2007 - February 2008
Sageworks May 2007 - August 2007
Skills
Account Management, Direct Sales, Solution Selling, Salesforce.com, Sales Process, VoIP, Sales Management, Cold Calling, Telecommunications, Customer Retention, Sales Operations, B2B, Customer Satisfaction, Sales, New Business Development, Selling, Wireless, Team Leadership, Call Centers, CRM, Customer Experience, Sales Presentations, Strategic Partnerships, Lead Generation, SaaS, Managed Services
Education
University of San Francisco 2004 — 2007
BS, Finance
Utah Valley University 2001 — 2002
Business Administration and Management, General
Joe Vis's Sageworks Experience September 2014 - July 2015
Job HCM Cloud Solution Consultant at Oracle
Industry Information Technology and Services
Experience
Oracle July 2015 - Present
Sageworks September 2014 - July 2015
Orion International September 2013 - August 2014
ZOLL Medical Corporation July 2012 - June 2013
US Army May 2004 - June 2012
Skills
Leadership, Cross-functional Team..., Management, Operational Planning, Operations Management, Training, Project Planning, Team Building, Leadership Development, Team Leadership, Analysis, Sales, Process Improvement, Organizational..., Strategy, Enterprise Account..., Recruiting, Cloud Computing, SaaS
Education
United States Military Academy at West Point 2000 — 2004
B.S., Economics
Oracle July 2015 - Present
Sageworks September 2014 - July 2015
Orion International September 2013 - August 2014
ZOLL Medical Corporation July 2012 - June 2013
US Army May 2004 - June 2012
Skills
Leadership, Cross-functional Team..., Management, Operational Planning, Operations Management, Training, Project Planning, Team Building, Leadership Development, Team Leadership, Analysis, Sales, Process Improvement, Organizational..., Strategy, Enterprise Account..., Recruiting, Cloud Computing, SaaS
Education
United States Military Academy at West Point 2000 — 2004
B.S., Economics
Kurt Hayward's Sageworks Experience June 2013 - March 2014
Job Entrepreneur Success Advisor at 60Day MBA
Industry E-Learning
Experience
60-Day MBA April 2014 - Present
Sageworks June 2013 - March 2014
RTI International January 2012 - August 2012
Harnett County Schools 2008 - June 2011
Southern Cross/Preferred Alternatives February 2007 - June 2008
Slick and Red's Tavern August 2005 - May 2008
Skills
Public Speaking, Teaching, Leadership, Research, Microsoft Office, Data Analysis, Statistics, Fundraising, Curriculum Design, Tutoring, Recruiting, Higher Education, Salesforce.com, Cold Calling, Networking, Sales, Creative Writing, Virtual Collaboration
Education
University of North Carolina at Wilmington 2001 — 2006
BA
60-Day MBA April 2014 - Present
Sageworks June 2013 - March 2014
RTI International January 2012 - August 2012
Harnett County Schools 2008 - June 2011
Southern Cross/Preferred Alternatives February 2007 - June 2008
Slick and Red's Tavern August 2005 - May 2008
Skills
Public Speaking, Teaching, Leadership, Research, Microsoft Office, Data Analysis, Statistics, Fundraising, Curriculum Design, Tutoring, Recruiting, Higher Education, Salesforce.com, Cold Calling, Networking, Sales, Creative Writing, Virtual Collaboration
Education
University of North Carolina at Wilmington 2001 — 2006
BA
Andrea Glenn's Sageworks Experience October 2014 - February 2015
Job Staff Accountant at Venture Back Office
Industry Insurance
Experience
Venture Back Office February 2015 - Present
Sageworks October 2014 - February 2015
IAT Group June 2012 - October 2014
Liberty Healthcare Management April 2011 - June 2012
Liberty Healthcare Management July 2009 - April 2011
Skills
Accounting, Microsoft Office, Journal Entries, Payroll Processing, Lawson, Financial Accounting, Financial Reporting, Monthly Close, Quarterly Reporting, G/L Reconciliations, Payroll, Payroll Taxes, Microsoft Excel, Employee Benefits, Leadership, Movex, Auditing, Analysis, Employee Relations
Education
University of North Carolina at Wilmington 2005 — 2009
BS, Business Administration; Accounting and Finance
Venture Back Office February 2015 - Present
Sageworks October 2014 - February 2015
IAT Group June 2012 - October 2014
Liberty Healthcare Management April 2011 - June 2012
Liberty Healthcare Management July 2009 - April 2011
Skills
Accounting, Microsoft Office, Journal Entries, Payroll Processing, Lawson, Financial Accounting, Financial Reporting, Monthly Close, Quarterly Reporting, G/L Reconciliations, Payroll, Payroll Taxes, Microsoft Excel, Employee Benefits, Leadership, Movex, Auditing, Analysis, Employee Relations
Education
University of North Carolina at Wilmington 2005 — 2009
BS, Business Administration; Accounting and Finance
Robert Ashbaugh's Sageworks Experience January 2014 - Present
Job Senior Risk Management Consultant at Sageworks
Industry Banking
Experience
Sageworks January 2014 - Present
PNC March 2012 - November 2013
RBC Bank March 2008 - March 2012
Wachovia Securites February 2003 - December 2007
First Union / Wachovia October 1997 - February 2003
Bank of Tokyo-Mitsubishi UFJ October 1993 - October 1997
Bankers Trust Company July 1990 - October 1993
Skills
ALLL, Stress Testing, Risk Management, Risk Analytics, Corporate Trust, Portfolio Management, Mortgage Industry, Credit Risk, Financial Risk, Banking, Capital Markets, Financial Services, Credit, Credit Analysis, Financial Analysis, Loans, Commercial Banking, Finance, Mortgage Lending, Structured Finance
Education
Temple University 1986 — 1990
Bachelor of Business Administration (B.B.A.)
Sageworks January 2014 - Present
PNC March 2012 - November 2013
RBC Bank March 2008 - March 2012
Wachovia Securites February 2003 - December 2007
First Union / Wachovia October 1997 - February 2003
Bank of Tokyo-Mitsubishi UFJ October 1993 - October 1997
Bankers Trust Company July 1990 - October 1993
Skills
ALLL, Stress Testing, Risk Management, Risk Analytics, Corporate Trust, Portfolio Management, Mortgage Industry, Credit Risk, Financial Risk, Banking, Capital Markets, Financial Services, Credit, Credit Analysis, Financial Analysis, Loans, Commercial Banking, Finance, Mortgage Lending, Structured Finance
Education
Temple University 1986 — 1990
Bachelor of Business Administration (B.B.A.)
Hewlett-Packard
SAP
Symantec
Intuit
HP
salesforce.com
Bloomberg LP
Autodesk