Sageworks, Inc.
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
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Sageworks, Inc. Employees
Employee
Years
Job
Industry
Omar Alsaidi Omar Alsaidi's Sageworks, Inc. Experience October 2012 - December 2012
Job Intern, Deloitte
Industry Financial Services
Experience
Deloitte June 2012 - Present
UNC 2010 - 2013
Sageworks, Inc October 2012 - December 2012
Skills
Financial Risk, Finance, Tax, Financial Analysis, Auditing, Financial Modeling
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Master of Accounting, Accounting
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2013
Business, Business Administration
Deloitte June 2012 - Present
UNC 2010 - 2013
Sageworks, Inc October 2012 - December 2012
Skills
Financial Risk, Finance, Tax, Financial Analysis, Auditing, Financial Modeling
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Master of Accounting, Accounting
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2013
Business, Business Administration
Dave Trettel Dave Trettel's Sageworks, Inc. Experience January 2006 - March 2007
Job Financial Rep., Princor Registered Rep., Investment Adviser Rep.
Industry Financial Services
Experience
Principal Financial Group September 2015 - Present
Mutual of Omaha November 2014 - July 2015
Franklin Street Partners December 2010 - April 2014
DUMAC, LLC (previously Duke Management Company) May 2007 - November 2010
Sageworks, Inc January 2006 - March 2007
Skills
Asset Management, Life Insurance, Disability Insurance, Long Term Care Insurance, Investment Advisory, Alternative Investments, Financial Planning, Retirement Planning
Education
North Carolina State University 2004 — 2006
MBA, Finance Concentration
Penn State University 2000 — 2004
Bachelor of Science, Finance and Economics
Principal Financial Group September 2015 - Present
Mutual of Omaha November 2014 - July 2015
Franklin Street Partners December 2010 - April 2014
DUMAC, LLC (previously Duke Management Company) May 2007 - November 2010
Sageworks, Inc January 2006 - March 2007
Skills
Asset Management, Life Insurance, Disability Insurance, Long Term Care Insurance, Investment Advisory, Alternative Investments, Financial Planning, Retirement Planning
Education
North Carolina State University 2004 — 2006
MBA, Finance Concentration
Penn State University 2000 — 2004
Bachelor of Science, Finance and Economics
David Chung David Chung's Sageworks, Inc. Experience July 2004 - January 2006
Job Director of Business Development at Andromeda Simulations International
Industry Professional Training & Coaching
Experience
Andromeda Simulations International November 2014 - Present
ArchiveSocial June 2014 - October 2014
ChannelAdvisor November 2013 - June 2014
Altometrics, Inc. September 2012 - October 2013
Syncfusion January 2011 - September 2012
Humanitarian International Services Group December 2008 - November 2010
Nextlot, Inc April 2008 - December 2008
Alpha Messaging February 2007 - April 2008
Sageworks, Inc July 2004 - January 2006
Builders Mutual Insurance Company June 2002 - June 2004
Skills
Contract Negotiation, Customer Relations, Negotiation, Writing, Salesforce.com, B2B, Blogging, Accounting, Proposal Writing, Team Building, Marketing Strategy, Marketing, Customer Service, Account Management, Leadership, Strategic Planning, Social Media, Sales Management, Analysis, Online Marketing, Strategic Partnerships, Marketing Communications, Business Development, Social Media Marketing, Fundraising, Event Planning, Project Management, Start-ups, New Business Development, CRM, Digital Marketing, Sales Operations, Lead Generation, SaaS, Entrepreneurship, Email Marketing, Sales Process, SEM, Strategy, Product Marketing, Product Management, Cloud Computing, Direct Sales, Sales, Selling, Enterprise Software, Solution Selling, Sales Presentations, Cold Calling, Social Networking
Education
University of North Carolina at Chapel Hill 1999 — 2001
Myers Park High School 1994 — 1998
Andromeda Simulations International November 2014 - Present
ArchiveSocial June 2014 - October 2014
ChannelAdvisor November 2013 - June 2014
Altometrics, Inc. September 2012 - October 2013
Syncfusion January 2011 - September 2012
Humanitarian International Services Group December 2008 - November 2010
Nextlot, Inc April 2008 - December 2008
Alpha Messaging February 2007 - April 2008
Sageworks, Inc July 2004 - January 2006
Builders Mutual Insurance Company June 2002 - June 2004
Skills
Contract Negotiation, Customer Relations, Negotiation, Writing, Salesforce.com, B2B, Blogging, Accounting, Proposal Writing, Team Building, Marketing Strategy, Marketing, Customer Service, Account Management, Leadership, Strategic Planning, Social Media, Sales Management, Analysis, Online Marketing, Strategic Partnerships, Marketing Communications, Business Development, Social Media Marketing, Fundraising, Event Planning, Project Management, Start-ups, New Business Development, CRM, Digital Marketing, Sales Operations, Lead Generation, SaaS, Entrepreneurship, Email Marketing, Sales Process, SEM, Strategy, Product Marketing, Product Management, Cloud Computing, Direct Sales, Sales, Selling, Enterprise Software, Solution Selling, Sales Presentations, Cold Calling, Social Networking
Education
University of North Carolina at Chapel Hill 1999 — 2001
Myers Park High School 1994 — 1998
Chris Vester Chris Vester's Sageworks, Inc. Experience January 2006 - January 2007
Job Manager / Web Designer at Creative Embroidery
Industry Information Technology and Services
Experience
Creative Embroidery August 2011 - Present
Quality Computing Service, Raleigh NC December 2009 - October 2012
Syncfusion February 2007 - November 2009
Sageworks, Inc January 2006 - January 2007
Sprint 2003 - 2005
A+ Security and United Security 2002 - 2003
Skills
Salesforce.com, Account Management, Sales Process, Lead Generation, Cold Calling, Direct Sales, Solution Selling, Sales, Sales Management, Enterprise Software, Business Development, New Business Development, Selling, Strategic Partnerships, Marketing, Sales Operations, Online Advertising, Social Media Marketing, Marketing Strategy, Negotiation
Education
North Carolina State University
Social Psychology
Bunn High School
Creative Embroidery August 2011 - Present
Quality Computing Service, Raleigh NC December 2009 - October 2012
Syncfusion February 2007 - November 2009
Sageworks, Inc January 2006 - January 2007
Sprint 2003 - 2005
A+ Security and United Security 2002 - 2003
Skills
Salesforce.com, Account Management, Sales Process, Lead Generation, Cold Calling, Direct Sales, Solution Selling, Sales, Sales Management, Enterprise Software, Business Development, New Business Development, Selling, Strategic Partnerships, Marketing, Sales Operations, Online Advertising, Social Media Marketing, Marketing Strategy, Negotiation
Education
North Carolina State University
Social Psychology
Bunn High School
Anna Sagan Anna Sagan's Sageworks, Inc. Experience June 2011 - September 2011
Job Senior Architect, Solutions Enablement at Global Software, Inc
Industry Computer Software
Experience
Global Software, Inc November 2014 - Present
Global Software, Inc. October 2011 - October 2014
Sageworks, Inc. June 2011 - September 2011
Sageworks, Inc September 2004 - June 2011
MortgageSouth Financial Services January 2004 - September 2004
Optimum Mortgage Group August 2002 - January 2004
University Directories 2001 - 2001
Skills
Salesforce.com, Software, CRM, Microsoft Excel, Enterprise Software, Business Intelligence, Project Management, Training, MySQL, Query Writing, Financial Reporting, Product Management, Product Marketing, Business Analysis, Computer Software..., WebEx, SAP, Oracle E-Business Suite, JDE Enterprise One, JDE One World, Lawson General Ledger, PeopleSoft, Spreadsheets, Spreadsheet Server, Excel Dashboards, MS Excel Pivot Tables, Reporting & Analysis, Oracle Reports, Query Designer, Query Optimization, KPI Dashboards, Data Analysis, Databases, Microsoft SQL Server, Accounting, Account Reconciliation, Accounts Receivable, Microsoft Dynamics ERP, Great Plains Software, MS Axapta, Mapics, SQL DB2, Dynamic Speaker, Consulting, ERP, Cloud Computing, SaaS, Management
Education
East Carolina University - College of Business 1997 — 2001
BSBA, Marketing
Ursuline Academy 1995 — 1997
Global Software, Inc November 2014 - Present
Global Software, Inc. October 2011 - October 2014
Sageworks, Inc. June 2011 - September 2011
Sageworks, Inc September 2004 - June 2011
MortgageSouth Financial Services January 2004 - September 2004
Optimum Mortgage Group August 2002 - January 2004
University Directories 2001 - 2001
Skills
Salesforce.com, Software, CRM, Microsoft Excel, Enterprise Software, Business Intelligence, Project Management, Training, MySQL, Query Writing, Financial Reporting, Product Management, Product Marketing, Business Analysis, Computer Software..., WebEx, SAP, Oracle E-Business Suite, JDE Enterprise One, JDE One World, Lawson General Ledger, PeopleSoft, Spreadsheets, Spreadsheet Server, Excel Dashboards, MS Excel Pivot Tables, Reporting & Analysis, Oracle Reports, Query Designer, Query Optimization, KPI Dashboards, Data Analysis, Databases, Microsoft SQL Server, Accounting, Account Reconciliation, Accounts Receivable, Microsoft Dynamics ERP, Great Plains Software, MS Axapta, Mapics, SQL DB2, Dynamic Speaker, Consulting, ERP, Cloud Computing, SaaS, Management
Education
East Carolina University - College of Business 1997 — 2001
BSBA, Marketing
Ursuline Academy 1995 — 1997
Douglas Murray Douglas Murray's Sageworks, Inc. Experience May 2007 - January 2011
Job Director of Sales at Cloud9 Real Time
Industry Information Technology and Services
Experience
Cloud9 Real Time September 2014 - Present
Cloud9 Real Time October 2013 - September 2014
Cloud9 Real Time January 2011 - October 2013
Sageworks Inc. May 2007 - January 2011
Skills
SaaS, Enterprise Software, Salesforce.com, Account Management, Cloud Computing, Direct Sales, Start-ups, Lead Generation, Solution Selling, Sales Process, Consulting, Cold Calling, Strategic Partnerships, Professional Services, Managed Services, Analytics, Business Development, Selling, CRM, Channel Partners, Sales Presentations, Sales Operations, Partner Management, Sales Enablement, B2B, Sales
Education
North Carolina State University 1997 — 1999
Business Management, Finance
Cloud9 Real Time September 2014 - Present
Cloud9 Real Time October 2013 - September 2014
Cloud9 Real Time January 2011 - October 2013
Sageworks Inc. May 2007 - January 2011
Skills
SaaS, Enterprise Software, Salesforce.com, Account Management, Cloud Computing, Direct Sales, Start-ups, Lead Generation, Solution Selling, Sales Process, Consulting, Cold Calling, Strategic Partnerships, Professional Services, Managed Services, Analytics, Business Development, Selling, CRM, Channel Partners, Sales Presentations, Sales Operations, Partner Management, Sales Enablement, B2B, Sales
Education
North Carolina State University 1997 — 1999
Business Management, Finance
Megan Barker Megan Barker's Sageworks, Inc. Experience 2006 - 2007
Job Global University Program Manager at Cisco Systems @meganbbarker
Industry Human Resources
Experience
Cisco Systems June 2012 - Present
Cisco Systems September 2010 - August 2012
Red Hat February 2010 - September 2010
Supplemental Health Care April 2009 - February 2010
Cisco Systems July 2007 - January 2009
Sageworks, Inc 2006 - 2007
Skills
Talent Acquisition, Recruiting, Talent Management, Sourcing, Interviews, Management, Leadership, Hiring, Sales, Social Networking, Professional Services, Time Management, Career Development, Cisco Technologies, Teamwork, Applicant Tracking..., Technical Recruiting, College Recruiting, Internet Recruiting, Onboarding
Education
Appalachian State University 2002 — 2006
BS - Business Administration, Marketing
Cisco Systems June 2012 - Present
Cisco Systems September 2010 - August 2012
Red Hat February 2010 - September 2010
Supplemental Health Care April 2009 - February 2010
Cisco Systems July 2007 - January 2009
Sageworks, Inc 2006 - 2007
Skills
Talent Acquisition, Recruiting, Talent Management, Sourcing, Interviews, Management, Leadership, Hiring, Sales, Social Networking, Professional Services, Time Management, Career Development, Cisco Technologies, Teamwork, Applicant Tracking..., Technical Recruiting, College Recruiting, Internet Recruiting, Onboarding
Education
Appalachian State University 2002 — 2006
BS - Business Administration, Marketing
Danielle Drago's Sageworks, Inc. Experience May 2010 - August 2011
Job Law Clerk, Office of Immigration Litigation: Appellate, Department of Justice
Industry Education Management
Experience
U.S. Department of Justice May 2014 - Present
Sageworks Inc. May 2010 - August 2011
Skills
Financial Analysis, Finance, Financial Modeling, Financial Reporting
Education
Vanderbilt University 2012 — 2018
J.D./ Ph.D, Law and Economics
University of Alabama 2011 — 2012
M.S., Finance
University of Alabama 2008 — 2012
B.S., Finance & Economics
U.S. Department of Justice May 2014 - Present
Sageworks Inc. May 2010 - August 2011
Skills
Financial Analysis, Finance, Financial Modeling, Financial Reporting
Education
Vanderbilt University 2012 — 2018
J.D./ Ph.D, Law and Economics
University of Alabama 2011 — 2012
M.S., Finance
University of Alabama 2008 — 2012
B.S., Finance & Economics
Douglas Stevenson Douglas Stevenson's Sageworks, Inc. Experience October 2011 - March 2012
Job Leadership Training Advisor at Rapport Leadership International
Industry Professional Training & Coaching
Experience
Rapport Leadership International November 2012 - Present
Abundance Business Solutions Company April 2009 - Present
Sageworks, Inc. October 2011 - March 2012
Sageworks Inc 2011 - 2012
biz link 2007 - September 2010
ActionCOACH Business Coaching August 2007 - March 2009
Skills
Strategic Planning, Public Speaking, Business Development, Management, Entrepreneurship, Leadership, Marketing, Business Strategy, Project Management, Account Management, Recruiting, Sales, Strategy, Training, Small Business, Organizational..., Team Leadership, Business Planning, Human Resources, Program Management, Social Media, New Business Development, Marketing Strategy, Advertising, Social Networking, Management Consulting, Sales Management, Leadership Development, Coaching, Selling, Online Advertising, Marketing Communications, Online Marketing, Consulting, Public Relations, Time Management, Project Planning, Team Building, Sales Operations, Budgets, Start-ups, Event Planning, Social Media Marketing, Customer Service, Contract Negotiation, Executive Coaching
Education
Liberty University 2005 — 2007
MBA
University of North Carolina at Charlotte - Belk College of Business 1992 — 1996
BSBA, Management
Central Piedmont Community College 1988 — 1992
AA, AS
Rapport Leadership International November 2012 - Present
Abundance Business Solutions Company April 2009 - Present
Sageworks, Inc. October 2011 - March 2012
Sageworks Inc 2011 - 2012
biz link 2007 - September 2010
ActionCOACH Business Coaching August 2007 - March 2009
Skills
Strategic Planning, Public Speaking, Business Development, Management, Entrepreneurship, Leadership, Marketing, Business Strategy, Project Management, Account Management, Recruiting, Sales, Strategy, Training, Small Business, Organizational..., Team Leadership, Business Planning, Human Resources, Program Management, Social Media, New Business Development, Marketing Strategy, Advertising, Social Networking, Management Consulting, Sales Management, Leadership Development, Coaching, Selling, Online Advertising, Marketing Communications, Online Marketing, Consulting, Public Relations, Time Management, Project Planning, Team Building, Sales Operations, Budgets, Start-ups, Event Planning, Social Media Marketing, Customer Service, Contract Negotiation, Executive Coaching
Education
Liberty University 2005 — 2007
MBA
University of North Carolina at Charlotte - Belk College of Business 1992 — 1996
BSBA, Management
Central Piedmont Community College 1988 — 1992
AA, AS
Andrew Lewis's Sageworks, Inc. Experience September 2006 - August 2013
Job Enterprise Software Sales Leader (SAAS)
Industry Computer Software
Experience
IBM June 2015 - Present
Sageworks December 2014 - June 2015
Sageworks July 2013 - December 2014
Sageworks, Inc. September 2006 - August 2013
Sageworks, Inc September 2006 - January 2008
East Carolina University May 2003 - February 2005
Skills
Direct Sales, Formal Presentations, Cold Calling, Objection Handling, Sales Driven, Value-based Selling, Sales Management, Change Management, Public Speaking, Conference Speaking, Salesforce.com, International Sales, Short Sales, Sales Process, Management Consulting, Sales, SaaS, Account Management, Business Development, New Business Development, Solution Selling, Financial Analysis, Strategic Partnerships, Business Strategy, Lead Generation, Leadership, Sales Presentations, Consulting, Business Planning, Marketing, Small Business, Competitive Analysis, Marketing Strategy, Cloud Computing, Contract Negotiation, Entrepreneurship, CRM, Sales Operations, B2B, Accounting, Building Relationships, Negotiation, Team Building, Analytics, Forecasting, Business, Budgets, Business Analysis, Social Media Marketing, Strategic Financial...
Education
East Carolina University 2003 — 2004
Graduate Studies in Public Administration (MPA)
East Carolina University 1999 — 2003
BA, Political Science, Economics
IBM June 2015 - Present
Sageworks December 2014 - June 2015
Sageworks July 2013 - December 2014
Sageworks, Inc. September 2006 - August 2013
Sageworks, Inc September 2006 - January 2008
East Carolina University May 2003 - February 2005
Skills
Direct Sales, Formal Presentations, Cold Calling, Objection Handling, Sales Driven, Value-based Selling, Sales Management, Change Management, Public Speaking, Conference Speaking, Salesforce.com, International Sales, Short Sales, Sales Process, Management Consulting, Sales, SaaS, Account Management, Business Development, New Business Development, Solution Selling, Financial Analysis, Strategic Partnerships, Business Strategy, Lead Generation, Leadership, Sales Presentations, Consulting, Business Planning, Marketing, Small Business, Competitive Analysis, Marketing Strategy, Cloud Computing, Contract Negotiation, Entrepreneurship, CRM, Sales Operations, B2B, Accounting, Building Relationships, Negotiation, Team Building, Analytics, Forecasting, Business, Budgets, Business Analysis, Social Media Marketing, Strategic Financial...
Education
East Carolina University 2003 — 2004
Graduate Studies in Public Administration (MPA)
East Carolina University 1999 — 2003
BA, Political Science, Economics
Jeff Stramaglia's Sageworks, Inc. Experience June 2007 - September 2007
Job Enterprise Account Manager at NetApp
Industry Information Technology and Services
Experience
NetApp February 2015 - Present
Scality July 2014 - January 2015
NetApp January 2008 - June 2014
Sageworks, Inc. June 2007 - September 2007
Skills
Storage, Solution Selling, Software-Defined Storage, Object Storage, SAN, Cloud Computing, Virtualization, Data Center, NAS, SaaS, NetApp, Storage Management, Software Industry, Salesforce.com, VMware, Professional Services, Enterprise Software, Managed Services, SMB, Sales Operations, Channel Partners, Sales Enablement, Business Alliances, Unified Communications, Direct Sales, Cloud Storage, HP, Storage Architecture, Backup Solutions, Business Continuity, Cisco Technologies, Demand Generation, Servers, Solution Architecture
Education
University of South Carolina-Columbia 2003 — 2007
BA, Economics, Business Administration, German
NetApp February 2015 - Present
Scality July 2014 - January 2015
NetApp January 2008 - June 2014
Sageworks, Inc. June 2007 - September 2007
Skills
Storage, Solution Selling, Software-Defined Storage, Object Storage, SAN, Cloud Computing, Virtualization, Data Center, NAS, SaaS, NetApp, Storage Management, Software Industry, Salesforce.com, VMware, Professional Services, Enterprise Software, Managed Services, SMB, Sales Operations, Channel Partners, Sales Enablement, Business Alliances, Unified Communications, Direct Sales, Cloud Storage, HP, Storage Architecture, Backup Solutions, Business Continuity, Cisco Technologies, Demand Generation, Servers, Solution Architecture
Education
University of South Carolina-Columbia 2003 — 2007
BA, Economics, Business Administration, German
Will Mackvick Will Mackvick's Sageworks, Inc. Experience May 2011 - August 2011
Job Associate at BlackArch Partners
Industry Investment Banking
Experience
BlackArch Partners January 2015 - Present
BlackArch Partners September 2012 - December 2014
CapitalSouth Partners May 2012 - August 2012
Sageworks Inc. May 2011 - August 2011
Credit Suisse June 2010 - August 2010
Skills
Investments, Financial Modeling, Mergers, Business Strategy, Finance, Accounting, Research, Analysis, Microsoft Excel, Risk Management, Corporate Finance, Market Research, PowerPoint, Microsoft Office, Strategic Planning, Portfolio Management, Investment Banking, Valuation, LBO
Education
University of North Carolina School of Law 2011 — 2012
North Carolina State University 2007 — 2011
Bachelor of Science, Economics
Needham Broughton High School
BlackArch Partners January 2015 - Present
BlackArch Partners September 2012 - December 2014
CapitalSouth Partners May 2012 - August 2012
Sageworks Inc. May 2011 - August 2011
Credit Suisse June 2010 - August 2010
Skills
Investments, Financial Modeling, Mergers, Business Strategy, Finance, Accounting, Research, Analysis, Microsoft Excel, Risk Management, Corporate Finance, Market Research, PowerPoint, Microsoft Office, Strategic Planning, Portfolio Management, Investment Banking, Valuation, LBO
Education
University of North Carolina School of Law 2011 — 2012
North Carolina State University 2007 — 2011
Bachelor of Science, Economics
Needham Broughton High School
Emily Jones Emily Jones's Sageworks, Inc. Experience June 2005 - June 2006
Job University Recruiter at Cisco Systems
Industry Human Resources
Experience
Cisco Systems July 2012 - Present
Bank of America May 2009 - August 2012
Bank of America July 2007 - May 2009
The Leukemia & Lymphoma Society July 2006 - February 2007
Sageworks, Inc June 2005 - June 2006
Education
University of North Carolina at Wilmington 2001 — 2005
Bachelor of Science, Business Administration; Marketing
Cisco Systems July 2012 - Present
Bank of America May 2009 - August 2012
Bank of America July 2007 - May 2009
The Leukemia & Lymphoma Society July 2006 - February 2007
Sageworks, Inc June 2005 - June 2006
Education
University of North Carolina at Wilmington 2001 — 2005
Bachelor of Science, Business Administration; Marketing
James Thaxton's Sageworks, Inc. Experience June 2007 - March 2008
Job Large Enterprise Account Manager at Symantec
Industry Computer Software
Experience
Symantec October 2011 - Present
Blackboard April 2008 - March 2012
Sageworks Inc June 2007 - March 2008
Skills
Sales Operations, Sales, New Business Development, Cold Calling, Marketing, Competitive Analysis, Training, Business Development, Salesforce.com, SaaS, Solution Selling, Sales Process, Lead Generation, Channel Partners, Enterprise Software, Account Management
Education
University of North Carolina at Wilmington 2003 — 2007
Bachelors of Science in Business Administration, Marketing and Operations Management
Symantec October 2011 - Present
Blackboard April 2008 - March 2012
Sageworks Inc June 2007 - March 2008
Skills
Sales Operations, Sales, New Business Development, Cold Calling, Marketing, Competitive Analysis, Training, Business Development, Salesforce.com, SaaS, Solution Selling, Sales Process, Lead Generation, Channel Partners, Enterprise Software, Account Management
Education
University of North Carolina at Wilmington 2003 — 2007
Bachelors of Science in Business Administration, Marketing and Operations Management
Clark Bain Clark Bain's Sageworks, Inc. Experience June 2006 - December 2006
Job Demand Planner at Coats plc
Industry Retail
Experience
Coats plc July 2012 - Present
Family Dollar May 2008 - July 2012
Family Dollar Corporate HQ February 2007 - May 2008
Sageworks, Inc June 2006 - December 2006
Skills
Forecasting, Pricing, Merchandising, Inventory Management, Marketing, Purchasing, Product Development, Microsoft Excel, Market Segmentation, Assortment Planning, Retail Buying, Profit Maximization, Inventory, Competitive Analysis, Supply Chain, Negotiation, Budgets, Retek, Trait and Attribute..., SAS, Product Lifecycle..., MicroStrategy Reporting, Purchase Contracts, Product Specification, Humor, i2 Demand Planner, Process Improvement
Education
University of North Carolina at Charlotte - Belk College of Business 2011 — 2014
Master of Business Administration (M.B.A.), MBA Finance
North Carolina State University 2001 — 2006
B.S., Management
Coats plc July 2012 - Present
Family Dollar May 2008 - July 2012
Family Dollar Corporate HQ February 2007 - May 2008
Sageworks, Inc June 2006 - December 2006
Skills
Forecasting, Pricing, Merchandising, Inventory Management, Marketing, Purchasing, Product Development, Microsoft Excel, Market Segmentation, Assortment Planning, Retail Buying, Profit Maximization, Inventory, Competitive Analysis, Supply Chain, Negotiation, Budgets, Retek, Trait and Attribute..., SAS, Product Lifecycle..., MicroStrategy Reporting, Purchase Contracts, Product Specification, Humor, i2 Demand Planner, Process Improvement
Education
University of North Carolina at Charlotte - Belk College of Business 2011 — 2014
Master of Business Administration (M.B.A.), MBA Finance
North Carolina State University 2001 — 2006
B.S., Management
Tim Keogh Tim Keogh's Sageworks, Inc. Experience July 2001 - Present
Job Lead Developer at Sageworks
Industry Financial Services
Experience
SageWorks Inc July 2001 - Present
GE Healthcare (IDX) June 2003 - March 2006
Intuit November 2001 - June 2003
The Saugatuck Group LLC 1990 - 2002
Skills
Architecture, Product Development, Start-ups, XBRL, ASP.NET AJAX, C#, SQL database design, Web Services, SOA, JavaScript, SQL, SaaS, Program Management, Software Development, Business Analysis, Integration, SDLC, Enterprise Software, Software Project..., Cloud Computing, Business Intelligence, Microsoft SQL Server, Analysis, Databases, Requirements Analysis, Agile Methodologies, SharePoint, .NET, XML, Risk Management, Data Modeling, Data Warehousing, Software Design
Education
University of Vermont 1984 — 1986
BS, Business Administration & MIS
Champlain College 1982 — 1983
AS, Computer Science
SageWorks Inc July 2001 - Present
GE Healthcare (IDX) June 2003 - March 2006
Intuit November 2001 - June 2003
The Saugatuck Group LLC 1990 - 2002
Skills
Architecture, Product Development, Start-ups, XBRL, ASP.NET AJAX, C#, SQL database design, Web Services, SOA, JavaScript, SQL, SaaS, Program Management, Software Development, Business Analysis, Integration, SDLC, Enterprise Software, Software Project..., Cloud Computing, Business Intelligence, Microsoft SQL Server, Analysis, Databases, Requirements Analysis, Agile Methodologies, SharePoint, .NET, XML, Risk Management, Data Modeling, Data Warehousing, Software Design
Education
University of Vermont 1984 — 1986
BS, Business Administration & MIS
Champlain College 1982 — 1983
AS, Computer Science
Alex Vuchnich Alex Vuchnich's Sageworks, Inc. Experience 2007 - 2009
Job Director of Accounting and Assurance Services at Powderly Vuchnich & Good CPAs, PLLC
Industry Accounting
Experience
Powderly Vuchnich & Good CPAs, PLLC October 2013 - Present
Sentry Asset Management LLLP October 2009 - Present
Alexander G Vuchnich, CPA April 2007 - Present
Sageworks Inc. 2007 - 2009
Batchelor, Tillery & Roberts, LLP 2001 - 2006
Skills
CPA, Financial Analysis, Accounting, Internal Controls, Tax, Start-ups, Private Equity, Finance, Asset Managment, Management, Competitive Analysis, Small Business, Management Consulting, Salesforce.com, Strategic Planning, Restructuring, SaaS, Entrepreneurship, Auditing, Strategic Financial..., Financial Services, Mergers & Acquisitions, Due Diligence
Education
North Carolina State University 1996 — 2002
B.S. Accounting
North Carolina State University - College of Management 1996 — 2001
Powderly Vuchnich & Good CPAs, PLLC October 2013 - Present
Sentry Asset Management LLLP October 2009 - Present
Alexander G Vuchnich, CPA April 2007 - Present
Sageworks Inc. 2007 - 2009
Batchelor, Tillery & Roberts, LLP 2001 - 2006
Skills
CPA, Financial Analysis, Accounting, Internal Controls, Tax, Start-ups, Private Equity, Finance, Asset Managment, Management, Competitive Analysis, Small Business, Management Consulting, Salesforce.com, Strategic Planning, Restructuring, SaaS, Entrepreneurship, Auditing, Strategic Financial..., Financial Services, Mergers & Acquisitions, Due Diligence
Education
North Carolina State University 1996 — 2002
B.S. Accounting
North Carolina State University - College of Management 1996 — 2001
Steve Manfreda Steve Manfreda's Sageworks, Inc. Experience February 2006 - July 2006
Job President at Affinity Corporate Living, Inc.
Industry Hospitality
Experience
Affinity Corporate Living, Inc. October 2012 - Present
Extended Stay Hotels May 2012 - September 2012
Marriott ExecuStay December 2006 - May 2012
SkySite Aerial Photography August 2006 - November 2006
Sageworks Inc February 2006 - July 2006
Marriott ExecuStay February 2005 - January 2006
Marriott ExecuStay June 2002 - January 2005
Skills
Account Management, Hospitality, Sales, Sales Management, Public Speaking, Marketing Strategy, New Business Development, Event Planning, Budgets, Microsoft Office, Accounting, Customer Service, Team Building, Trade Shows, Hotels, Sales Process, Customer Satisfaction, Strategic Planning, Negotiation, Event Management, Marketing, Contract Negotiation, Marketing Communications, Selling, Management, Training, Business Development, Cold Calling, Leadership, Salesforce.com, Social Media, Social Media Marketing, Public Relations
Education
Gonzaga
University of Maryland College Park
B.A. Journalism
Affinity Corporate Living, Inc. October 2012 - Present
Extended Stay Hotels May 2012 - September 2012
Marriott ExecuStay December 2006 - May 2012
SkySite Aerial Photography August 2006 - November 2006
Sageworks Inc February 2006 - July 2006
Marriott ExecuStay February 2005 - January 2006
Marriott ExecuStay June 2002 - January 2005
Skills
Account Management, Hospitality, Sales, Sales Management, Public Speaking, Marketing Strategy, New Business Development, Event Planning, Budgets, Microsoft Office, Accounting, Customer Service, Team Building, Trade Shows, Hotels, Sales Process, Customer Satisfaction, Strategic Planning, Negotiation, Event Management, Marketing, Contract Negotiation, Marketing Communications, Selling, Management, Training, Business Development, Cold Calling, Leadership, Salesforce.com, Social Media, Social Media Marketing, Public Relations
Education
Gonzaga
University of Maryland College Park
B.A. Journalism
Lyndsey Clevesy Lyndsey Clevesy's Sageworks, Inc. Experience August 2008 - October 2008
Job Client Success Manager at Exit Intel
Industry Marketing and Advertising
Experience
Exit Intel August 2015 - Present
COCG./ A Division of Healthgrades April 2014 - August 2015
SlickEdit November 2010 - March 2014
DZone, Inc April 2009 - November 2010
The Ultimate Sales Connection August 2008 - April 2009
Sageworks, Inc August 2008 - October 2008
The Accuro Group April 2008 - August 2008
Alexa Corporation September 2006 - February 2007
Skills
Press Releases, Email Marketing, Social Media, Social Media Marketing, SEO, Public Relations, Marketing, Advertising, Copy Editing, Content Strategy, Editing, Content Management, Newsletters, Publishing, PPC, Web Content, Photography, Business Development, Editorial, Management, Video, Sales, Web Development, Digital Marketing
Education
North Carolina State University 2005 — 2009
B.S., Marketing, French Minor
Exit Intel August 2015 - Present
COCG./ A Division of Healthgrades April 2014 - August 2015
SlickEdit November 2010 - March 2014
DZone, Inc April 2009 - November 2010
The Ultimate Sales Connection August 2008 - April 2009
Sageworks, Inc August 2008 - October 2008
The Accuro Group April 2008 - August 2008
Alexa Corporation September 2006 - February 2007
Skills
Press Releases, Email Marketing, Social Media, Social Media Marketing, SEO, Public Relations, Marketing, Advertising, Copy Editing, Content Strategy, Editing, Content Management, Newsletters, Publishing, PPC, Web Content, Photography, Business Development, Editorial, Management, Video, Sales, Web Development, Digital Marketing
Education
North Carolina State University 2005 — 2009
B.S., Marketing, French Minor
Emily Highsmith Emily Highsmith's Sageworks, Inc. Experience 2010 - 2010
Job 3rd Grade Teacher
Industry Education Management
Experience
Durant Road Elementary School July 2015 - Present
The Junction Salon and Bar March 2014 - July 2015
Wake County Public School System August 2012 - March 2014
Walker Lambe Rhudy Costley and Gill, PLLC November 2011 - January 2013
Durant Road Elementary School September 2010 - November 2011
Durant Road Elementary School June 2006 - July 2010
Sageworks Inc 2010 - 2010
The Inn At Crestwood September 2004 - August 2005
Skills
Lotus Notes, Microsoft Office, Blackboard, Public Speaking, Customer Service, Social Media
Education
Appalachian State University 2000 — 2005
Elementary Education, Bachelor of Science
Durant Road Elementary School July 2015 - Present
The Junction Salon and Bar March 2014 - July 2015
Wake County Public School System August 2012 - March 2014
Walker Lambe Rhudy Costley and Gill, PLLC November 2011 - January 2013
Durant Road Elementary School September 2010 - November 2011
Durant Road Elementary School June 2006 - July 2010
Sageworks Inc 2010 - 2010
The Inn At Crestwood September 2004 - August 2005
Skills
Lotus Notes, Microsoft Office, Blackboard, Public Speaking, Customer Service, Social Media
Education
Appalachian State University 2000 — 2005
Elementary Education, Bachelor of Science
Charles Ball's Sageworks, Inc. Experience January 2011 - March 2012
Job Account Manager at 1WorldSync
Industry Computer Software
Experience
1WorldSync September 2015 - Present
ChannelAdvisor August 2014 - August 2015
ChannelAdvisor March 2012 - August 2014
Sageworks, Inc. January 2011 - March 2012
Sageworks Inc April 2010 - January 2011
Capitol Financial Solutions June 2009 - July 2010
STOUT STUART McGOWEN & KING LLP January 2009 - May 2009
Skills
Account Management, Sales Management, Sales, SaaS, Sales Process, E-commerce, Cold Calling, Social Media, Sales Operations, Sales Presentations, Salesforce.com, Selling, B2B, Contract Negotiation, New Business Development, Direct Sales, Marketing, Management, Lead Generation, Direct Marketing, Retail, CRM, Competitive Analysis, Email Marketing, Customer Retention, Forecasting, Social Media Marketing, Solution Selling, Negotiation, Online Marketing, Business Development, Business Planning, Online Advertising, Marketing Strategy, International Sales, Strategic Partnerships, Integrated Marketing, Start-ups, Market Research, Enterprise Software, Strategy, Leadership, Time Management, Product Marketing, Cloud Computing, Entrepreneurship, Digital Marketing, Product Management, Building Relationships, Channel Partners
Education
Elon University 2005 — 2009
Bachelor of Science, Business Administration; Finance
Elon University - Martha and Spencer Love School of Business 2005 — 2009
Finance
1WorldSync September 2015 - Present
ChannelAdvisor August 2014 - August 2015
ChannelAdvisor March 2012 - August 2014
Sageworks, Inc. January 2011 - March 2012
Sageworks Inc April 2010 - January 2011
Capitol Financial Solutions June 2009 - July 2010
STOUT STUART McGOWEN & KING LLP January 2009 - May 2009
Skills
Account Management, Sales Management, Sales, SaaS, Sales Process, E-commerce, Cold Calling, Social Media, Sales Operations, Sales Presentations, Salesforce.com, Selling, B2B, Contract Negotiation, New Business Development, Direct Sales, Marketing, Management, Lead Generation, Direct Marketing, Retail, CRM, Competitive Analysis, Email Marketing, Customer Retention, Forecasting, Social Media Marketing, Solution Selling, Negotiation, Online Marketing, Business Development, Business Planning, Online Advertising, Marketing Strategy, International Sales, Strategic Partnerships, Integrated Marketing, Start-ups, Market Research, Enterprise Software, Strategy, Leadership, Time Management, Product Marketing, Cloud Computing, Entrepreneurship, Digital Marketing, Product Management, Building Relationships, Channel Partners
Education
Elon University 2005 — 2009
Bachelor of Science, Business Administration; Finance
Elon University - Martha and Spencer Love School of Business 2005 — 2009
Finance
Nitin Goel Nitin Goel's Sageworks, Inc. Experience May 2013 - June 2013
Job Management Consultant at PricewaterhouseCoopers
Industry Management Consulting
Experience
PricewaterhouseCoopers August 2015 - Present
Goels Plaza Banquet & Conference Center June 2009 - Present
University of North Carolina ResNet August 2014 - May 2015
UNC Kenan-Flagler Business School November 2012 - May 2015
Chancellor's Awards Committee September 2011 - May 2015
Dollar Tree Stores May 2014 - August 2014
GlaxoSmithKline May 2013 - August 2013
Sageworks Inc. May 2013 - June 2013
UNC Kenan-Flagler Investment Society September 2012 - May 2013
UNC Student Congress February 2012 - May 2013
Skills
Public Speaking, Research, Microsoft Excel, PowerPoint, Management, Project Management, Customer Service, Budgets, Project Planning, Event Planning, Teaching, Team Leadership, Entrepreneurship, Microsoft Word, Strategic Planning, Microsoft Office, English, Time Management, Social Networking, Editing, Data Analysis, Fundraising, Social Media, Outlook, Negotiation, Attitudes, Green Initiatives, Appreciation, Loyal, Marketing, Open to New Ideas, Windows, Business Analysis, Networking, Enthusiasm to learn, Dedication to..., Hard-worker, Communication, Committed to..., Reliability, Written & Oral..., Team Problem Solving, Bloomberg Certification
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2015
Bachelor of Science in Business Administration (BSBA), International Business and Consulting, 3.95
The Chinese University of Hong Kong 2012 — 2014
Bachelor of Science (BS), Business Administration and Management, General
Copenhagen Business School 2012 — 2013
Bachelor of Science (BS), Business Administration and Management, General
Panther Creek High School 2007 — 2011
High School Diploma, 4.9
PricewaterhouseCoopers August 2015 - Present
Goels Plaza Banquet & Conference Center June 2009 - Present
University of North Carolina ResNet August 2014 - May 2015
UNC Kenan-Flagler Business School November 2012 - May 2015
Chancellor's Awards Committee September 2011 - May 2015
Dollar Tree Stores May 2014 - August 2014
GlaxoSmithKline May 2013 - August 2013
Sageworks Inc. May 2013 - June 2013
UNC Kenan-Flagler Investment Society September 2012 - May 2013
UNC Student Congress February 2012 - May 2013
Skills
Public Speaking, Research, Microsoft Excel, PowerPoint, Management, Project Management, Customer Service, Budgets, Project Planning, Event Planning, Teaching, Team Leadership, Entrepreneurship, Microsoft Word, Strategic Planning, Microsoft Office, English, Time Management, Social Networking, Editing, Data Analysis, Fundraising, Social Media, Outlook, Negotiation, Attitudes, Green Initiatives, Appreciation, Loyal, Marketing, Open to New Ideas, Windows, Business Analysis, Networking, Enthusiasm to learn, Dedication to..., Hard-worker, Communication, Committed to..., Reliability, Written & Oral..., Team Problem Solving, Bloomberg Certification
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2015
Bachelor of Science in Business Administration (BSBA), International Business and Consulting, 3.95
The Chinese University of Hong Kong 2012 — 2014
Bachelor of Science (BS), Business Administration and Management, General
Copenhagen Business School 2012 — 2013
Bachelor of Science (BS), Business Administration and Management, General
Panther Creek High School 2007 — 2011
High School Diploma, 4.9
Corey T. Snow's Sageworks, Inc. Experience October 2003 - April 2009
Job VP Sales & Business Development at Justuno.com
Industry Computer Software
Experience
Justuno.com February 2012 - Present
Demandbase April 2012 - October 2012
Google May 2011 - April 2012
GoGrid March 2010 - May 2011
Sageworks Inc. October 2003 - April 2009
MindComet November 2001 - August 2002
Okinawa Shogaku Academy August 1998 - August 2001
Skills
Market Development, Marketing Strategy, Start-ups, Cloud Computing, Organizational..., Account Management, Marketing, Sales Management, B2B, Enterprise Software, Salesforce.com, Email Marketing, SEM, SaaS, Social Media Marketing, Social Media, Lead Generation, Product Marketing, Selling, Strategic Partnerships, Sales, Strategy, Cold Calling, Leadership, Business Development, Sales Operations, Management, E-commerce, New Business Development, CRM, Digital Marketing
Education
Duke University 2002 — 2004
MA, Japanese Studies
Rollins College 1994 — 1998
BA, International Relations, Spanish
Harvard University
FLAS Fellowship, Japanese
North Fort Myers High School
Justuno.com February 2012 - Present
Demandbase April 2012 - October 2012
Google May 2011 - April 2012
GoGrid March 2010 - May 2011
Sageworks Inc. October 2003 - April 2009
MindComet November 2001 - August 2002
Okinawa Shogaku Academy August 1998 - August 2001
Skills
Market Development, Marketing Strategy, Start-ups, Cloud Computing, Organizational..., Account Management, Marketing, Sales Management, B2B, Enterprise Software, Salesforce.com, Email Marketing, SEM, SaaS, Social Media Marketing, Social Media, Lead Generation, Product Marketing, Selling, Strategic Partnerships, Sales, Strategy, Cold Calling, Leadership, Business Development, Sales Operations, Management, E-commerce, New Business Development, CRM, Digital Marketing
Education
Duke University 2002 — 2004
MA, Japanese Studies
Rollins College 1994 — 1998
BA, International Relations, Spanish
Harvard University
FLAS Fellowship, Japanese
North Fort Myers High School
Michele Longenhagen's Sageworks, Inc. Experience October 2007 - August 2008
Job
Industry Writing and Editing
Experience
Neiman Marcus November 2014 - Present
MTV Networks December 2013 - August 2014
Tria Cafe March 2011 - May 2013
Lehigh County Historical Society May 2010 - September 2010
National Constitution Center October 2009 - May 2010
Sageworks Inc October 2007 - August 2008
Skills
Fundraising, Business Development, Microsoft Excel, Raiser's Edge, Microsoft Office, Aloha, Membership Development, Hospitality, Wine Tasting, Customer Service, Inventory Management, Non-profit..., Art Handling, Interpreting Data, Cash Handling Experience, PowerPoint, Microsoft Word
Education
Temple University 2007 — 2011
Liberal Arts and Sciences/Liberal Studies
Neiman Marcus November 2014 - Present
MTV Networks December 2013 - August 2014
Tria Cafe March 2011 - May 2013
Lehigh County Historical Society May 2010 - September 2010
National Constitution Center October 2009 - May 2010
Sageworks Inc October 2007 - August 2008
Skills
Fundraising, Business Development, Microsoft Excel, Raiser's Edge, Microsoft Office, Aloha, Membership Development, Hospitality, Wine Tasting, Customer Service, Inventory Management, Non-profit..., Art Handling, Interpreting Data, Cash Handling Experience, PowerPoint, Microsoft Word
Education
Temple University 2007 — 2011
Liberal Arts and Sciences/Liberal Studies
David Visted David Visted's Sageworks, Inc. Experience May 2009 - October 2009
Job Senior Sales Associate at Hendrick Dodge
Industry Automotive
Experience
Hendrick Automotive Group- Dodge July 2011 - Present
Merge Meetings Inc August 2010 - March 2011
Fitness World NC February 2010 - July 2010
Sageworks Inc May 2009 - October 2009
Capitol Financial Solutions July 2005 - December 2008
Skills
Customer Service, Account Management, Sales, Sales Management, Salesforce.com, Sales Process, Cold Calling, Customer Satisfaction, Marketing Strategy, Sales Operations, Business Development, Microsoft Office
Education
Elon 2000 — 2005
Bachelor of Science (BS), Marketing
Elon University 2000 — 2005
B.S, Business; Marketing
West Springfield High School 1996 — 2000
Hendrick Automotive Group- Dodge July 2011 - Present
Merge Meetings Inc August 2010 - March 2011
Fitness World NC February 2010 - July 2010
Sageworks Inc May 2009 - October 2009
Capitol Financial Solutions July 2005 - December 2008
Skills
Customer Service, Account Management, Sales, Sales Management, Salesforce.com, Sales Process, Cold Calling, Customer Satisfaction, Marketing Strategy, Sales Operations, Business Development, Microsoft Office
Education
Elon 2000 — 2005
Bachelor of Science (BS), Marketing
Elon University 2000 — 2005
B.S, Business; Marketing
West Springfield High School 1996 — 2000
Peter Haywood Miars Jr. Peter Haywood Miars Jr.'s Sageworks, Inc. Experience May 2011 - September 2011
Job Client Services at EnvestnetTamarac
Industry Financial Services
Experience
Envestnet-Tamarac June 2013 - Present
Envestnet-Tamarac October 2011 - Present
Sageworks, Inc May 2011 - September 2011
Skills
CRM, Microsoft Office, Portfolio Management, Financial Analysis
Education
North Carolina State University 2007 — 2011
Bachelor of Science, Accounting
North Carolina State University
Bachelor of Science, Accounting; Financial Analysis
Envestnet-Tamarac June 2013 - Present
Envestnet-Tamarac October 2011 - Present
Sageworks, Inc May 2011 - September 2011
Skills
CRM, Microsoft Office, Portfolio Management, Financial Analysis
Education
North Carolina State University 2007 — 2011
Bachelor of Science, Accounting
North Carolina State University
Bachelor of Science, Accounting; Financial Analysis
Katrina Walker's Sageworks, Inc. Experience July 2012 - January 2014
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
Jacin Artis Jacin Artis's Sageworks, Inc. Experience April 2011 - October 2011
Job Inside Sales at Acadian Industrial Textiles
Industry Textiles
Experience
Acadian Industrial Textiles June 2014 - Present
Best Buy September 2013 - June 2014
Verizon Wireless/Cellular Sales July 2012 - November 2013
Sageworks, Inc April 2011 - October 2011
Democracy North Carolina, Inc December 2010 - May 2011
Nordstrom Inc December 2004 - July 2009
US Marines August 1996 - August 2004
Skills
Cold Calling, Salesforce.com, Customer Service, Email Marketing, Outlook, Social Media Marketing, Business Development, Sales, Event Planning, Social Media, Account Management, Microsoft Office, Microsoft Excel, Sales Process, SEO, Public Speaking, Wordpress, Customer Satisfaction, Marketing, Social Networking, MS Project, PowerPoint, Lotus Notes, QuickBooks, Program Management, Strategy
Education
North Carolina Central University 2007 — 2011
Bachelor of Arts, Political Science
Acadian Industrial Textiles June 2014 - Present
Best Buy September 2013 - June 2014
Verizon Wireless/Cellular Sales July 2012 - November 2013
Sageworks, Inc April 2011 - October 2011
Democracy North Carolina, Inc December 2010 - May 2011
Nordstrom Inc December 2004 - July 2009
US Marines August 1996 - August 2004
Skills
Cold Calling, Salesforce.com, Customer Service, Email Marketing, Outlook, Social Media Marketing, Business Development, Sales, Event Planning, Social Media, Account Management, Microsoft Office, Microsoft Excel, Sales Process, SEO, Public Speaking, Wordpress, Customer Satisfaction, Marketing, Social Networking, MS Project, PowerPoint, Lotus Notes, QuickBooks, Program Management, Strategy
Education
North Carolina Central University 2007 — 2011
Bachelor of Arts, Political Science
Burns McGarry's Sageworks, Inc. Experience August 2007 - February 2008
Job Assistant Vice President, CFO Team Investment Banking Dept. at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse April 2013 - Present
Credit Suisse June 2008 - Present
Sageworks, Inc August 2007 - February 2008
Skills
Cold Calling, Account Management, Sales Process, Solution Selling, Direct Sales, Sales Presentations, Sales, Qualifying Prospects, Lead Generation, B2B, New Business Development
Education
University of North Carolina at Chapel Hill 2012 — 2014
North Carolina State University - College of Management 2003 — 2007
Bachelor of Science (B.S.), Finance, General
Credit Suisse April 2013 - Present
Credit Suisse June 2008 - Present
Sageworks, Inc August 2007 - February 2008
Skills
Cold Calling, Account Management, Sales Process, Solution Selling, Direct Sales, Sales Presentations, Sales, Qualifying Prospects, Lead Generation, B2B, New Business Development
Education
University of North Carolina at Chapel Hill 2012 — 2014
North Carolina State University - College of Management 2003 — 2007
Bachelor of Science (B.S.), Finance, General
Adrian Hunter's Sageworks, Inc. Experience August 2007 - October 2008
Job Managing Partner at eTRACKER LLC
Industry Information Technology and Services
Experience
www.etrackerllc.com May 2012 - Present
Bureau van Dijk Electronic Publishing November 2008 - May 2012
SageWorks Inc August 2007 - October 2008
Skills
SaaS, Business Development, Lead Generation, New Business Development, Competitive Analysis, Solution Selling, Account Management, Start-ups, Business Strategy, Market Research, Sales Process, Sales, Sales Management, Digital Marketing
Education
University of San Francisco - School of Management 2011 — 2013
Master of Business Administration, Entrepreneurship
Santa Clara University - Leavey School of Business 2003 — 2007
Bachelor's in Finance, Finance
www.etrackerllc.com May 2012 - Present
Bureau van Dijk Electronic Publishing November 2008 - May 2012
SageWorks Inc August 2007 - October 2008
Skills
SaaS, Business Development, Lead Generation, New Business Development, Competitive Analysis, Solution Selling, Account Management, Start-ups, Business Strategy, Market Research, Sales Process, Sales, Sales Management, Digital Marketing
Education
University of San Francisco - School of Management 2011 — 2013
Master of Business Administration, Entrepreneurship
Santa Clara University - Leavey School of Business 2003 — 2007
Bachelor's in Finance, Finance
Nicole Wolfgang's Sageworks, Inc. Experience November 2011 - February 2014
Job Finance and Financial/IT Project Management
Industry Information Technology and Services
Experience
Sageworks, Inc. November 2011 - February 2014
Sageworks May 2009 - November 2011
Sageworks, Inc September 2005 - May 2009
Sageworks, Inc. April 2004 - September 2005
Skills
Financial Analysis, Analytics, Financial Modeling, SaaS, Portfolio Management, Financial Services, Risk Management, Banking, Business Analysis, Data Analysis, Business Strategy, Cash Flow Forecasting, Product Development, Product Management, Project Management, IT Management
Education
Duke University 2001 — 2003
Master of Arts (MA), Economics
Syracuse University 1997 — 2001
Bachelor of Science (BS), Summa Cum Laude, Economics, Magazine Journalism
Sageworks, Inc. November 2011 - February 2014
Sageworks May 2009 - November 2011
Sageworks, Inc September 2005 - May 2009
Sageworks, Inc. April 2004 - September 2005
Skills
Financial Analysis, Analytics, Financial Modeling, SaaS, Portfolio Management, Financial Services, Risk Management, Banking, Business Analysis, Data Analysis, Business Strategy, Cash Flow Forecasting, Product Development, Product Management, Project Management, IT Management
Education
Duke University 2001 — 2003
Master of Arts (MA), Economics
Syracuse University 1997 — 2001
Bachelor of Science (BS), Summa Cum Laude, Economics, Magazine Journalism
Melinda Crump's Sageworks, Inc. Experience June 2004 - Present
Job PR media relations at Sageworks Inc.
Industry Financial Services
Experience
Sageworks Inc. June 2004 - Present
Skills
Source of private..., Aggregate data for..., Social Media, Media Relations, Blogging, Social Media Marketing, Marketing Strategy, Public Relations, SaaS, Lead Generation, New Business Development, Content Development, Business Development, Online Advertising, Strategic Planning, Social Networking, Online Marketing, Integrated Marketing, Email Marketing, Marketing, Marketing Communications, Copywriting, Strategic Partnerships, Start-ups, SEO, Entrepreneurship, Digital Marketing, Strategy, B2B, Digital Media, Direct Marketing, Advertising, Brand Development, Analytics, E-commerce
Education
University of South Carolina-Columbia
BS, Marine Science
Sageworks Inc. June 2004 - Present
Skills
Source of private..., Aggregate data for..., Social Media, Media Relations, Blogging, Social Media Marketing, Marketing Strategy, Public Relations, SaaS, Lead Generation, New Business Development, Content Development, Business Development, Online Advertising, Strategic Planning, Social Networking, Online Marketing, Integrated Marketing, Email Marketing, Marketing, Marketing Communications, Copywriting, Strategic Partnerships, Start-ups, SEO, Entrepreneurship, Digital Marketing, Strategy, B2B, Digital Media, Direct Marketing, Advertising, Brand Development, Analytics, E-commerce
Education
University of South Carolina-Columbia
BS, Marine Science
Josh Stegall's Sageworks, Inc. Experience October 2007 - December 2007
Job Complaint Mangament at Teleflex Medical
Industry Marketing and Advertising
Experience
Teleflex Medical February 2008 - Present
Sageworks Inc. October 2007 - December 2007
Jersey Mikes January 2004 - June 2006
Buffaloe Lanes January 1996 - January 2004
Education
Campbell University 2000 — 2008
Teleflex Medical February 2008 - Present
Sageworks Inc. October 2007 - December 2007
Jersey Mikes January 2004 - June 2006
Buffaloe Lanes January 1996 - January 2004
Education
Campbell University 2000 — 2008
Scott Carruth's Sageworks, Inc. Experience April 2010 - Present
Job Product Manager at Sageworks, Inc.
Industry Computer Software
Experience
Sageworks, Inc. April 2010 - Present
Sageworks, Inc April 2005 - April 2010
American Express Financial Advisors November 2003 - December 2004
Skills
Salesforce.com, Strategic Financial..., Financial Analysis, Sales Process, Accounting, Lead Generation, Competitive Analysis, Strategic Planning, Forecasting, Program Management, SaaS, Investments, Cold Calling, Sales, Banking, Leadership, Sales Management, Finance, Business Development, Project Planning, Management, Enterprise Software, Strategic Partnerships, Strategy, Start-ups
Education
North Carolina State University 1998 — 2003
BS, Finance
Sageworks, Inc. April 2010 - Present
Sageworks, Inc April 2005 - April 2010
American Express Financial Advisors November 2003 - December 2004
Skills
Salesforce.com, Strategic Financial..., Financial Analysis, Sales Process, Accounting, Lead Generation, Competitive Analysis, Strategic Planning, Forecasting, Program Management, SaaS, Investments, Cold Calling, Sales, Banking, Leadership, Sales Management, Finance, Business Development, Project Planning, Management, Enterprise Software, Strategic Partnerships, Strategy, Start-ups
Education
North Carolina State University 1998 — 2003
BS, Finance
Suzanne Jaochico's Sageworks, Inc. Experience July 2007 - April 2008
Job Senior Corporate Paralegal at Apple
Industry Law Practice
Experience
Apple September 2014 - Present
Baker & McKenzie January 2012 - September 2014
Baker & McKenzie December 2010 - December 2011
United Business Media December 2008 - December 2010
Think Services, A division of United Business Media May 2008 - August 2010
Sageworks, Inc July 2007 - April 2008
O'Rorke, Inc September 2005 - May 2007
Aflac June 2006 - August 2006
Education
University of San Francisco 2003 — 2007
BS, International Business
Sophia University 2005 — 2005
International Exchange Program
Apple September 2014 - Present
Baker & McKenzie January 2012 - September 2014
Baker & McKenzie December 2010 - December 2011
United Business Media December 2008 - December 2010
Think Services, A division of United Business Media May 2008 - August 2010
Sageworks, Inc July 2007 - April 2008
O'Rorke, Inc September 2005 - May 2007
Aflac June 2006 - August 2006
Education
University of San Francisco 2003 — 2007
BS, International Business
Sophia University 2005 — 2005
International Exchange Program
Stephan Verdeyen's Sageworks, Inc. Experience June 2006 - March 2007
Job Associate Brand Manager at The Wendy's Company
Industry Marketing and Advertising
Experience
The Wendy's Company June 2014 - Present
The Ohio State University - Fisher College of Business August 2012 - May 2014
3M 2013 - 2013
TXU Energy November 2011 - July 2012
TXU Energy July 2010 - November 2011
Structured Transactions December 2007 - June 2010
TXU Energy July 2007 - November 2007
Sageworks, Inc June 2006 - March 2007
Skills
Microsoft Office, Financial Modeling, Energy, Data Analysis, Strategic Planning, Salesforce.com, Financial Analysis, Natural Gas, Business Analysis, Management Consulting, Business Strategy, Valuation, Renewable Energy, Due Diligence, Analysis, Business Development, Strategy, Pricing, Commodity Markets, Contract Negotiation, Process Improvement, Start-ups, Competitive Analysis, Training, Marketing, Finance, SAP, Product Development
Education
The Ohio State University 2012 — 2014
Master of Business Administration, Marketing and Strategy
Duke University 2002 — 2006
BA, Psychology
The Wendy's Company June 2014 - Present
The Ohio State University - Fisher College of Business August 2012 - May 2014
3M 2013 - 2013
TXU Energy November 2011 - July 2012
TXU Energy July 2010 - November 2011
Structured Transactions December 2007 - June 2010
TXU Energy July 2007 - November 2007
Sageworks, Inc June 2006 - March 2007
Skills
Microsoft Office, Financial Modeling, Energy, Data Analysis, Strategic Planning, Salesforce.com, Financial Analysis, Natural Gas, Business Analysis, Management Consulting, Business Strategy, Valuation, Renewable Energy, Due Diligence, Analysis, Business Development, Strategy, Pricing, Commodity Markets, Contract Negotiation, Process Improvement, Start-ups, Competitive Analysis, Training, Marketing, Finance, SAP, Product Development
Education
The Ohio State University 2012 — 2014
Master of Business Administration, Marketing and Strategy
Duke University 2002 — 2006
BA, Psychology
Sharon Hamilton's Sageworks, Inc. Experience August 2015 - Present
Job Vice President of Finance and Operations at Sageworks, Inc
Industry Financial Services
Experience
Sageworks, Inc August 2015 - Present
Yale University April 2014 - July 2015
Sikorsky Aircraft January 2013 - January 2014
Sikorsky Aircraft November 2010 - January 2013
Sikorsky Aircraft November 2007 - November 2010
Sikorsky Aircraft January 2006 - November 2007
Sikorsky Aircraft August 2005 - January 2006
Sikorsky Aircraft March 2004 - July 2005
Sikorsky Aircraft March 2003 - March 2004
Sikorsky Aircraft March 2002 - March 2003
Skills
Aerospace, Process Improvement, Operations Management, Change Management, Program Management, Customer Service, Project Management, Business Strategy, Strategic Planning, Integration, Supply Chain Management, Supply Chain, Software Project..., Business Acumen, Leadership, Cross-functional Team..., Management, Analysis, Six Sigma
Education
Fairfield University
Master of Business Administration (M.B.A.)
Imperial College London
International Economics
University of Connecticut
Bachelor's Degree, Management, Accounting, Economics
University of Virginia Darden School of Business
Executive Leadership
Sageworks, Inc August 2015 - Present
Yale University April 2014 - July 2015
Sikorsky Aircraft January 2013 - January 2014
Sikorsky Aircraft November 2010 - January 2013
Sikorsky Aircraft November 2007 - November 2010
Sikorsky Aircraft January 2006 - November 2007
Sikorsky Aircraft August 2005 - January 2006
Sikorsky Aircraft March 2004 - July 2005
Sikorsky Aircraft March 2003 - March 2004
Sikorsky Aircraft March 2002 - March 2003
Skills
Aerospace, Process Improvement, Operations Management, Change Management, Program Management, Customer Service, Project Management, Business Strategy, Strategic Planning, Integration, Supply Chain Management, Supply Chain, Software Project..., Business Acumen, Leadership, Cross-functional Team..., Management, Analysis, Six Sigma
Education
Fairfield University
Master of Business Administration (M.B.A.)
Imperial College London
International Economics
University of Connecticut
Bachelor's Degree, Management, Accounting, Economics
University of Virginia Darden School of Business
Executive Leadership
Dustin Lyerly's Sageworks, Inc. Experience July 2008 - September 2008
Job Account Manager at Briggs Equipment
Industry Warehousing
Experience
Briggs Equipment February 2012 - Present
Centimark October 2008 - October 2011
Sageworks Inc. July 2008 - September 2008
Skills
Account Management, Cold Calling, Sales, Contract Negotiation, Customer Service, Business Development, Sales Presentations, Process Scheduler, New Business Development, Marketing, Marketing Strategy, Budgets, B2B, Sales Process, Social Networking, Social Media Marketing, Sales Management, Strategic Planning
Education
North Carolina State University 2002 — 2007
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
North Carolina State University 2002 — 2007
Business, Management, Marketing, and Related Support Services
Briggs Equipment February 2012 - Present
Centimark October 2008 - October 2011
Sageworks Inc. July 2008 - September 2008
Skills
Account Management, Cold Calling, Sales, Contract Negotiation, Customer Service, Business Development, Sales Presentations, Process Scheduler, New Business Development, Marketing, Marketing Strategy, Budgets, B2B, Sales Process, Social Networking, Social Media Marketing, Sales Management, Strategic Planning
Education
North Carolina State University 2002 — 2007
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
North Carolina State University 2002 — 2007
Business, Management, Marketing, and Related Support Services
Raj Banyal's Sageworks, Inc. Experience October 2003 - Present
Job Sr Software Engineer at Sageworks, Inc
Industry Computer Software
Experience
Sageworks, Inc October 2003 - Present
Skills
SaaS, C#, ASP.NET AJAX, ASP.NET, Enterprise Software, SQL, JavaScript, Java, jQuery, Cloud Computing, Software Development, Web Services, Software Design, Microsoft SQL Server, XML, MySQL, Web Development, CSS, Databases, HTML, Business Intelligence, E-commerce, Business Analysis, .NET
Education
North Carolina State University 2001 — 2002
Master's, Computer Science
University of Mumbai 1996 — 2000
Bachelors, Computer Engineering
Sageworks, Inc October 2003 - Present
Skills
SaaS, C#, ASP.NET AJAX, ASP.NET, Enterprise Software, SQL, JavaScript, Java, jQuery, Cloud Computing, Software Development, Web Services, Software Design, Microsoft SQL Server, XML, MySQL, Web Development, CSS, Databases, HTML, Business Intelligence, E-commerce, Business Analysis, .NET
Education
North Carolina State University 2001 — 2002
Master's, Computer Science
University of Mumbai 1996 — 2000
Bachelors, Computer Engineering
Max Blekher's Sageworks, Inc. Experience May 2009 - June 2010
Job Sr. Training Specialist Global Knowledge: Helping Fortune 500 companies bridge their skill and certification gaps
Industry Education Management
Experience
Global Knowledge Training June 2010 - Present
Sageworks Inc. May 2009 - June 2010
Zales Jewelers January 2003 - October 2003
David O’Neal Automotive Group July 2002 - January 2003
Little Switzerland March 2001 - June 2002
Skills
Training, Sales Process, Cold Calling, Leadership, Sales, Lead Generation, Account Management, Sales Operations, Selling, Direct Sales, Employee Training, Sales Management, Salesforce.com, Business Development, Solution Selling, Building Relationships, Networking, Negotiation, Customer Retention, Team Building, CRM, Customer Service, Strategic Partnerships, Customer Satisfaction, Sales Presentations, B2B, Marketing, Coaching, Cloud Computing, Microsoft Office, Relationship Building, Time Management, Strategic Planning, Contract Negotiation, Vendor Management, Training Delivery, Inventory Management, Instructor-led Training, Technical Training, Hands-on Training, Persuasion, Value Propositions, Quota Achievement, Deal Closure, Sales Prospecting, Teamwork, Communication, Channel Partners, Pipeline Management, Team Mentoring
Education
North Carolina State University 2006 — 2009
BS, Business Administration - Finance
Rochester Institute of Technology 1996 — 1998
Global Knowledge Training June 2010 - Present
Sageworks Inc. May 2009 - June 2010
Zales Jewelers January 2003 - October 2003
David O’Neal Automotive Group July 2002 - January 2003
Little Switzerland March 2001 - June 2002
Skills
Training, Sales Process, Cold Calling, Leadership, Sales, Lead Generation, Account Management, Sales Operations, Selling, Direct Sales, Employee Training, Sales Management, Salesforce.com, Business Development, Solution Selling, Building Relationships, Networking, Negotiation, Customer Retention, Team Building, CRM, Customer Service, Strategic Partnerships, Customer Satisfaction, Sales Presentations, B2B, Marketing, Coaching, Cloud Computing, Microsoft Office, Relationship Building, Time Management, Strategic Planning, Contract Negotiation, Vendor Management, Training Delivery, Inventory Management, Instructor-led Training, Technical Training, Hands-on Training, Persuasion, Value Propositions, Quota Achievement, Deal Closure, Sales Prospecting, Teamwork, Communication, Channel Partners, Pipeline Management, Team Mentoring
Education
North Carolina State University 2006 — 2009
BS, Business Administration - Finance
Rochester Institute of Technology 1996 — 1998
Tanner Dodson's Sageworks, Inc. Experience April 2007 - February 2008
Job .
Industry Computer Software
Experience
Hewlett-Packard September 2009 - November 2010
Bronto Software February 2008 - October 2009
Sageworks, Inc April 2007 - February 2008
CC & Company Dance August 2006 - June 2007
Carolina Ballet May 2004 - May 2006
Ballet School of Chapel Hill May 2002 - May 2004
Skills
Salesforce.com, SaaS, Account Management, Sales Operations, Sales Process, Business Development, Sales, New Business Development, Marketing, Cold Calling, Customer Service, Email Marketing, Lead Generation, Social Media, Leadership, Channel, Social Media Marketing, E-commerce, Solution Selling, Customer Satisfaction
Education
University of North Carolina at Chapel Hill 2000 — 2004
BA, Psychology
University of North Carolina at Chapel Hill 2000 — 2004
Bachelor of Arts, Psychology
Hewlett-Packard September 2009 - November 2010
Bronto Software February 2008 - October 2009
Sageworks, Inc April 2007 - February 2008
CC & Company Dance August 2006 - June 2007
Carolina Ballet May 2004 - May 2006
Ballet School of Chapel Hill May 2002 - May 2004
Skills
Salesforce.com, SaaS, Account Management, Sales Operations, Sales Process, Business Development, Sales, New Business Development, Marketing, Cold Calling, Customer Service, Email Marketing, Lead Generation, Social Media, Leadership, Channel, Social Media Marketing, E-commerce, Solution Selling, Customer Satisfaction
Education
University of North Carolina at Chapel Hill 2000 — 2004
BA, Psychology
University of North Carolina at Chapel Hill 2000 — 2004
Bachelor of Arts, Psychology
Robert Blue III's Sageworks, Inc. Experience August 2010 - May 2011
Job Director of Sales & Marketing at Champion Media Worldwide
Industry Public Relations and Communications
Experience
Champion Media Worldwide February 2012 - Present
BluePenny Properties LLC January 2011 - Present
Sageworks Inc. August 2010 - May 2011
BluePenny Properties, LLC November 2009 - August 2010
Skills
Entrepreneur, Real Estate Development, Real Estate, Executive Management, Real Estate Investment, Investment Properties, New Business Development, Entrepreneurship, Market Analysis, Strategic Planning, Public Relations, Contract Negotiation, Strategy, Brand Development, Team Building, Training, Strategic Partnerships, Social Media Marketing, Sales Management, Sales Operations, Account Management, Sales, Management, Advertising, Salesforce.com, Cold Calling, Fundraising, SaaS, Building Relationships, Negotiation, Solution Selling, Event Planning, Management Consulting, Recruiting, Cross-functional Team..., Leadership, Marketing, Customer Service, Social Media, Marketing Strategy, Public Speaking
Education
University of North Carolina at Charlotte
BA, Political Science
University of North Carolina at Charlotte
Bachelor of Arts (B.A.), Poiitical Science, 3.6
Champion Media Worldwide February 2012 - Present
BluePenny Properties LLC January 2011 - Present
Sageworks Inc. August 2010 - May 2011
BluePenny Properties, LLC November 2009 - August 2010
Skills
Entrepreneur, Real Estate Development, Real Estate, Executive Management, Real Estate Investment, Investment Properties, New Business Development, Entrepreneurship, Market Analysis, Strategic Planning, Public Relations, Contract Negotiation, Strategy, Brand Development, Team Building, Training, Strategic Partnerships, Social Media Marketing, Sales Management, Sales Operations, Account Management, Sales, Management, Advertising, Salesforce.com, Cold Calling, Fundraising, SaaS, Building Relationships, Negotiation, Solution Selling, Event Planning, Management Consulting, Recruiting, Cross-functional Team..., Leadership, Marketing, Customer Service, Social Media, Marketing Strategy, Public Speaking
Education
University of North Carolina at Charlotte
BA, Political Science
University of North Carolina at Charlotte
Bachelor of Arts (B.A.), Poiitical Science, 3.6
Matthew Mandel's Sageworks, Inc. Experience June 2006 - May 2007
Job Senior Manager, Subscriptions at Pandora
Industry Internet
Experience
Pandora April 2013 - Present
Accenture February 2011 - March 2013
PepsiCo, Inc September 2010 - December 2010
Sageworks, Inc June 2006 - May 2007
Skills
Legal Writing, Strategic Planning, Contract Negotiation, Business Strategy, Litigation, Competitive Analysis, Management Consulting, Business Development, Social Media, Corporate Law, Process Improvement, Intellectual Property, Strategic Partnerships, Product Development, Analysis, Market Research, Data Analysis, SQL, Microsoft Excel
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2008 — 2010
J.D., Law
Duke University 2002 — 2006
B.A in History; Certificate in Markets and Management
Pandora April 2013 - Present
Accenture February 2011 - March 2013
PepsiCo, Inc September 2010 - December 2010
Sageworks, Inc June 2006 - May 2007
Skills
Legal Writing, Strategic Planning, Contract Negotiation, Business Strategy, Litigation, Competitive Analysis, Management Consulting, Business Development, Social Media, Corporate Law, Process Improvement, Intellectual Property, Strategic Partnerships, Product Development, Analysis, Market Research, Data Analysis, SQL, Microsoft Excel
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2008 — 2010
J.D., Law
Duke University 2002 — 2006
B.A in History; Certificate in Markets and Management
James Michael's Sageworks, Inc. Experience 2004 - 2005
Job Vice President of Sales, North America
Industry Financial Services
Experience
Issuer Direct Corporation 2006 - Present
InterCall 2005 - 2006
Sageworks Inc. 2004 - 2005
Skills
Business Development, Business Strategy, Entrepreneurship, Leadership, Negotiation, Sales, CRM, Start-ups, Salesforce.com, Capital Markets, Sales Management, Management Consulting, Equities, Marketing, Sales Operations
Education
University of North Carolina at Greensboro 1998 — 2002
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Issuer Direct Corporation 2006 - Present
InterCall 2005 - 2006
Sageworks Inc. 2004 - 2005
Skills
Business Development, Business Strategy, Entrepreneurship, Leadership, Negotiation, Sales, CRM, Start-ups, Salesforce.com, Capital Markets, Sales Management, Management Consulting, Equities, Marketing, Sales Operations
Education
University of North Carolina at Greensboro 1998 — 2002
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Hewlett-Packard
SAP
Symantec
Intuit
HP
salesforce.com
Bloomberg LP
Autodesk