Solium Company
Industry: Software company
DescriptionSolium Capital, commonly referred to as Solium, is a publicly traded Software-as-a-Service company headquartered in Calgary, Alberta, Canada. It is best known for Shareworks, software used by public and private companies to manage their employee stock options and/or cap tables. It also does 409A valuations. Headquarters: Calgary, Canada Revenue: 77.2 million USD (2016) CEO: Marcos Lopez SVP: Gary Levine (Legal) Founded: 1999 Subsidiaries: Capshare LLC, Advanced-HR, Inc., Solium,
Solium List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Solium. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Solium Salaries. You can even request information on how much does Solium pay if you want to. Learn about salaries, pros and cons of working for Solium 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!
118 Solium employees in database. Find out everything there's to know about Solium 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.
Solium Employees
Primacy December 2014 - Present
Solium May 2014 - November 2014
Fathom LLC February 2013 - May 2014
Fathom LLC February 2012 - February 2013
NASDAQ OMX August 2010 - February 2012
CBS Local Digital Media June 2011 - December 2011
NASDAQ OMX June 2010 - August 2010
Callanan & Klein Communications January 2010 - June 2010
Rackemann, Sawyer & Brewster September 2009 - May 2010
Fashion with Impact September 2009 - November 2009
Skills
Microsoft Office, Adobe Creative Suite, Social Media Marketing, Event Management, Strategic Planning, Social Media, Blogging, Press Releases, Email Marketing, Digital Marketing, Public Relations, Marketing Strategy, Marketing, Strategy, Advertising, Event Planning, Corporate Communications, Management, CRM, Leadership
Education
Simmons College 2007 — 2010
Bachelor of Arts, Public Relations & Marketing Communications
Imperial College London 2009 — 2009
Communications
Ithaca College 2006 — 2007
English
GoPro June 2015 - Present
Independent Contractor January 2010 - Present
Solium January 2014 - February 2015
Electronic Arts 2007 - 2010
Wells Fargo 2005 - 2007
Covad Communications 2002 - 2005
The Forum Corporation October 2000 - March 2002
Towers Perrin 1997 - 2000
Watson Wyatt 1995 - 1997
Skills
Sales and Management..., Compensation Strategy..., Base Salary Structure..., Annual Compensation..., ERP Implementation..., Internal Communications, Executive Compensation..., Market Analysis, Equity Program Design, International..., Legal Compliance and..., Business Management..., Process Consulting
Education
Northeastern University 1991 — 1996
Bachelor of Science, Human Resource Management
Solium September 2014 - Present
Skills
Human Resources, Employee Relations, Onboarding, Performance Management, Recruiting, Workforce Planning, Talent Acquisition, Talent Management, Benefits Administration, Training, Applicant Tracking..., Interviews, Career Development, Compensation
Education
The University of Lethbridge 1996 — 2000
Bachelors, Management
Solium May 2014 - Present
University of Calgary January 2009 - April 2014
TRLabs September 2010 - December 2010
Telescope Software AB 2008 - 2008
ADP Digital 2005 - 2008
Parstel 2004 - 2005
Police University 2004 - 2004
Police IT Center 2003 - 2004
Sharif Secureware 2002 - 2004
Sharif University of Technology September 1999 - March 2002
Skills
Java, UML, Software Engineering, Eclipse, Agile Methodologies, Web Services, MySQL, C++, Design Patterns, Software Development, Algorithms, Web Applications, Test Driven Development, OOP, Spring, Microsoft SQL Server, Hibernate, Linux, Tomcat, Git, AJAX, Python, SQL, JavaScript, Subversion, JUnit, jQuery, Java Enterprise Edition, NetBeans, EJB, Struts, Mac OS, J2EE, IntelliJ IDEA, Ant, Node.js, Glassfish, JBoss Application Server, RUP, XML, Solr, JProfiler, JPA, JMeter, Mockito, Spring MVC, GWT
Education
The University of Calgary 2009 — 2014
Doctor of Philosophy (Ph.D.), Computer Science
Sharif University of Technology 1999 — 2002
MSc, Software Engineering
Sharif University of Technology 1994 — 1999
BSc, Software Engineering
Solium January 2011 - Present
Olympia Trust Company January 2007 - May 2009
Skills
Account Management, Microsoft Excel, Microsoft Office, Investments, Team Leadership, Customer Service, Accounting, New Business Development, Microsoft Word, Strategic Planning, Outlook, Business Development, Project Management, Sales Management, Business Analysis, Financial Analysis, Salesforce.com, Relationship Management
Education
SAIT 2008 — 2009
Business Commications
Sir Winston Chruchill 1993 — 1996
Charles Schwab July 2014 - Present
Solium March 2014 - July 2014
Solium April 2012 - April 2014
Solium August 2010 - April 2012
Charles Schwab October 2007 - August 2010
Equity Methods 2005 - 2007
Skills
Business Analysis, Equities, Financial Analysis, Financial Services, Options, Relationship Management, Securities, Process Improvement, Finance, Management, Portfolio Management, Project Management, Financial Reporting, Financial Modeling, Series 7
Education
Cornell University 1999 — 2003
B.S., Policy Analysis & Management
Solium July 2015 - Present
PGA TOUR Superstore May 2014 - June 2015
Yakima School District May 2010 - September 2010
Advanced Podiatry September 2009 - December 2009
The Church of Jesus Christ of Latter-Day Saints August 2006 - August 2008
Skills
Customer Service, Integration, Integrity, Creative Writing, Works well in a team
Education
Arizona State University 2013 — 2014
Interdisciplinary Studies
Mesa Community College 2012 — 2013
Associate of Arts (A.A.), General Studies
Chandler/Gilbert Community College 2011 — 2012
General Studies
Solium February 2015 - Present
Global Shares February 2013 - November 2014
Health Professionals Council Authority January 2012 - December 2012
Fáilte Ireland Tourism November 2010 - November 2011
O'Brien & Cussen Certified Accountants October 2009 - November 2010
Skills
Excel, Microsoft Office, Customer Service, Customer Relations, Word, Outlook, Teamwork, Accounting, Administration, Research, Time Management, Project Planning, Data Analysis, Account Management, Microsoft Excel, Financial Analysis, Management
Education
University College Cork 2007 — 2011
BSc Commerce, Business Studies
Solium October 2014 - Present
Michael Kors August 2013 - October 2014
Indeed.com January 2014 - June 2014
Skills
Event Management, Social Media, Leadership, Microsoft Word, Social Networking, PowerPoint, Social Media Marketing, Teamwork, Microsoft Office, Microsoft Excel, Time Management, Event Planning, Public Speaking, Blogging, InDesign
Education
San Jose State University 2009 — 2014
Bachelor of Science (BS), International Business
John Cabot University
International Relations and Affairs
Solium May 2015 - Present
American Express July 2012 - May 2015
American Express June 2010 - July 2012
Express Scripts December 2009 - June 2010
American Express July 2009 - December 2009
American Express September 2005 - March 2009
American Express January 2004 - September 2005
American Express July 2003 - January 2004
American Express September 2001 - July 2003
American Express January 1999 - September 2001
Skills
Call Center, Six Sigma, Product Development, Process Improvement, Customer Experience, Vendor Management, Operations Management, Team Leadership, ITIL v3 Foundations..., Management, Call Centers, Change Management, Strategic Planning, Product Management, Leadership, Business Process..., Strategy, Program Management, Analysis, CRM, Business Development, Customer Service, Customer Retention, Cross-functional Team..., Project Management, Risk Management, Business Strategy, Leadership Development, Performance Management
Education
Arizona State University
BS, Air Transportation Management
Keller Graduate School
MBA, Business Administration and Management, General
Solium April 2014 - Present
Faith Christian Center 2009 - Present
Solium Capital, Tempe HQ June 2010 - April 2014
Positive Trucking LLC August 2011 - November 2011
Northwestern Mutual Financial Network January 2007 - June 2010
Northwestern Mutual Financial Network January 2007 - December 2009
Arizona State University January 2006 - May 2008
Alpha Kappa Psi August 2006 - December 2007
Research International September 2001 - December 2004
Skills
Equity Compensation, Financial Analysis, Strategic Financial..., Financial Services, Deferred Compensation, Investments, Microsoft Excel, Analysis, Equities, Strategic Planning, Finance, Customer Service, Start-ups, Leadership, Management, Training
Education
Arizona State University West 2006 — 2008
BS, Global Business: Concentration in Finance
Glendale Community College 2002 — 2005
Associate, General Study
Solium January 2014 - Present
Charles Schwab May 2011 - December 2013
Wells Fargo Bank 2009 - 2011
E4 GROUP, LLC June 2007 - January 2009
Kappa Sigma Fraternity 2003 - 2008
Power Buick Pontiac & GMC February 2006 - November 2006
Skills
Direct Sales, Marketing, Customer Service, Sales, Leadership, Relationship Management, Analysis, Microsoft Excel, Business Development, Training, Recruiting, Finance, Investments, Management
Education
Arizona State University, W. P. Carey School of Business 2003 — 2008
Finance, Minor in Economics
Berkshire Prep School 1999 — 2003
Solium January 2015 - Present
ES Williams November 2013 - January 2015
Thomson Reuters April 2012 - October 2013
Thomson Reuters April 2011 - April 2012
Thomson ReutersCalgary October 2007 - February 2011
Petroleum Services Association of Canada April 2007 - October 2007
Skills
Competitive Analysis, Sales, Market Data, Salesforce.com, Equities, Financial Markets, Business Development, Account Management, Fixed Income, Capital Markets, Relationship Management, Solution Selling, Financial Analysis, New Business Development, Financial Modeling, Business Analysis, Financial Services, Sales Presentations, Product Management, Risk Management, Training, Strategy, CRM, Finance, Sales Operations, Consulting
Education
The University of Calgary 2003 — 2007
Bachelor of Commerce;, Finance/Marketing, 3.3
Solium September 2015 - Present
US Navy September 2013 - Present
Waddell & Reed May 2014 - September 2015
JPMorgan Chase April 2009 - May 2013
Startel September 2006 - November 2008
Skills
International Economics, Econometrics, Business Analysis, Finance, Economic Research, Financial Analysis, Financial Planning, Financial Services, Operational Efficiency, Economics, International Relations, Financial Reporting, Asset Management, International Business, Salesforce.com, International Sales, Sales Management, Customer Service, Security Management, Sales, ESPP, ISO, Computer Science, Computer Security, Leadership, Engineering, Computer Network..., Marketing, Management, Retail Banking, Employee Training, Computer Hardware, Router Configuration, LAN Switching, Analysis, Networking, Risk Management, Equities
Education
University of California, Los Angeles 2013 — 2015
Doctor of Economics (Ph.D.), Econometrics and Quantitative Economics
Pepperdine University 2010 — 2012
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services
University of California, Irvine 2008 — 2010
Bachelor of Arts (B.A.), International Business
ITT Technical Institute-Orange 2006 — 2008
Bachelor of Applied Science (B.A.Sc.), Computer Engineering
Solium September 2014 - Present
Solium January 2012 - August 2014
Solium August 2007 - January 2012
Solium April 2007 - August 2007
Guest-tek Interactive Entertainment Ltd. June 2005 - November 2006
Guest-tek Interactive Entertainment Ltd. March 2004 - June 2005
Skills
Leadership, Team Leadership, Operations Management, Management, Business Development, Project Management, Account Management, Financial Analysis
Education
University of Calgary
eShares, Inc. October 2014 - Present
Quantcast April 2013 - September 2014
Solium May 2012 - April 2013
SVB Financial Group March 2011 - May 2012
Union Bank June 2010 - March 2011
Bank of America August 2003 - June 2010
Skills
Business Development, Salesforce.com, Sales, CRM, Start-ups, SaaS, Private Equity, Strategic Partnerships, Equities, Loans, Lead Generation, Credit Analysis, Finance, Mortgage Lending, Management, Cold Calling, Customer Service, Financial Analysis, Financial Services, Online Advertising
Education
San Jose State University 2003 — 2008
Bachelors of Science, Finance
Solium November 2014 - Present
Solium September 2012 - November 2014
Solium May 2011 - September 2012
ProQuest October 2010 - April 2011
Genisys Credit Union February 2008 - October 2010
Genisys Credit Union May 2006 - February 2008
Skills
Accounting, Account Reconciliation, Accounts Payable, General Ledger, Auditing, QuickBooks, Invoicing, Journal Entries, Lotus Notes, Spreadsheets, Microsoft Office, Management, Human Resources, Financial Statements, Payments, Time Management
Education
Grand Canyon University 2014 — 2016
Master of Business Administration (MBA)
Baker College of Auburn Hills 2006 — 2009
Bachelor
Update Group Ltd. February 2015 - August 2015
Solium April 2014 - December 2014
ConsultADD January 2014 - April 2014
Arizona State University February 2013 - December 2013
Arizona State University May 2012 - November 2012
Arizona State University February 2012 - May 2012
Arizona State University August 2010 - May 2011
Arizona State University February 2010 - January 2011
Skills
Facebook, Customer Service, Marketing, Social Networking, Microsoft Office, Event Planning, Social Media, Microsoft Excel, Program Management, Public Speaking, PowerPoint, Data Analysis, Microsoft Word, Research, Social Media Marketing, Public Relations, Teamwork, Access, Event Management, Adobe Creative Suite, Online Marketing, Problem Solving, Statistics, Hospitality, Photoshop, Blogging, Editing, Outlook, Advertising, Illustrator, Inventory Management, Windows, WordPress, Writing, Word, Excel, Customer Relations, Photography, Copywriting, Video, Business Analysis, Business Analytics, Data Mining, SDLC, MySQL, Visio, SPSS, R, BizAgi
Education
Arizona State University - W. P. Carey School of Business 2015 — 2016
Master’s Degree, Business Analytics
Arizona State University, W. P. Carey School of Business 2009 — 2013
Bachelor’s Degree, Logistics, Materials, and Supply Chain Management
W. P. Carey School of Business, Arizona State University 2009 — 2013
Bachelor of Science, Marketing, Tourism Management
Bangladesh International Tutorial 2006 — 2009
Bachelor of Arts, Tourism Management; Human Communications; Economics
Macromeasures May 2014 - Present
HackMcGill & McHacks June 2013 - September 2014
Network Dynamics Lab, McGill University May 2013 - June 2014
McGill LunarEx Robotics September 2012 - June 2013
Solium June 2012 - August 2012
Skills
Strategy, Python, Eclipse, Communication Skills, Machine Learning, Entrepreneurship, Teamwork, Robotics, Chocolate, Web Development, Engineering, Wedding Cakes, Management, Communication, CSS
Education
McGill University
Computer Science & Economics
Webber Academy
Highschool
Solium May 2015 - Present
Solium May 2014 - May 2015
Yelp.com December 2012 - May 2014
Law Firm May 2011 - December 2012
Skills
Legal Writing, Editing, Courts, Press Releases, Interviews, Microsoft Office, Research, Microsoft Excel, PowerPoint, Public Speaking, Microsoft Word, Outlook, Nonprofits, Market Research, Advertising, Social Media, Analysis, Customer Service, Program Management, Social Media Marketing, Sales, Marketing, Leadership, Facebook, Online Advertising
Education
Arizona State University 2007 — 2010
Bachelor of Science (B.S.), Justice and International Relations
Resolver - GRC Solutions June 2015 - Present
Mercer and Associates December 2014 - Present
CI Investments Inc. – Canada’s Investment Company September 2014 - June 2015
esntl. apparel January 2013 - December 2014
Sunnybrae Golf Course November 2013 - September 2014
CI Investments Inc. – Signature Global Advisors June 2012 - August 2012
CI Investments Inc. – Cambridge Advisors January 2012 - February 2012
Solium September 2011 - December 2011
CI Financial May 2011 - August 2011
Humber River Hospital May 2010 - September 2010
Skills
Financial Modeling, Creative Problem Solving, Microsoft Excel, Writing, Web Analytics, Mandarin, Marketing Communications, Data Analysis, New Business Development, Entrepreneurship, Research, Marketing, Foreign Exchange, Value Investing, Chess, Customer Service, Team Leadership, Social Media, Teamwork, Management, Microsoft Office
Education
McGill University 2009 — 2013
Bachelor of Commerce (B.Com.), International Management
Guanghua School of Management 2012 — 2012
Bachelor of Commerce (BCom), International Business/Trade/Commerce
St. Andrew's College 2002 — 2009
Solium August 2013 - Present
Solium Capital May 2011 - August 2013
Harvest Operations Corp. June 2009 - August 2010
Harvest Operations Corp. December 2005 - June 2009
Skills
Petroleum, Team Leadership, Customer Service, Strategic Planning, Project Management, Microsoft Office, Microsoft Excel, Teamwork, Energy Industry, Relationship Management, Microsoft Word, Financial Reporting, Management, Analysis, Time Management
Education
The University of Calgary 2013 — 2016
Doctor of Law (JD), Law
The University of Calgary 2004 — 2008
Bachelor of Arts, Social Sciences
University of Alberta 2007 — 2007
Bachelor of Arts, Sociology
Solium August 2014 - Present
Max Bell Regional Aquatic Centre September 2010 - January 2014
City of Lethbridge April 2013 - July 2013
Rogers Communications 2011 - 2012
Stepping Stones Learning Center May 2011 - August 2011
Skills
Leadership, Time Management, Team Leadership, Critical Thinking, Teamwork, Public Speaking, Analysis, Research, Market Research, Event Management, Organizational..., Cross-functional Team..., Sales, Project Planning, Fundraising
Education
Hochschule Reutlingen 2014 — 2014
Production and Logistics Management
The University of Lethbridge 2010 — 2014
Bachelor of Management with Distinction, International Business
Solium August 2014 - December 2014
engajer June 2013 - June 2014
Simply Split 2013 - 2013
HP Software 2011 - 2013
Altrion Trading Group 2009 - 2011
UBS Wealth Management 2007 - 2009
Marcus & Millichap 2006 - 2006
Weekend Direction Advertising 2006 - 2006
TK Constructors 2005 - 2006
Skills
Customer Relations, Account Management, Equities, Microsoft Office, Real Estate, Business Development, Charm, Etiquette, Sales, Salesforce.com, Fitness, Idea Generation, SMS, RainKing, Jigsaw, Bloomberg, Trading, SaaS, B2B, Swag, Supplements, Market Research, CRM, New Business Development, Financial Analysis, Marketing Strategy, Customer Service, Portfolio Management, Analysis, Strategy, Finance, Investments, Lead Generation, Cold Calling, Management, Leadership, Marketing, Enterprise Software, Start-ups, Sales Process
Education
The Ohio State University
Bachelor's Degree, Marketing, 3.51
Solium April 2005 - Present
Mellon Investor Services 2004 - 2005
Equiserve May 1997 - May 2004
Chasemellon Shareholder Services 1995 - 1997
NYNEX Mobile 1991 - 1995
Skills
Executive Compensation, Equity Compensation, Compliance, Customer Service, Compensation, New Business Development, Options, Contract Negotiation, Account Management, Stock, Executive Pay, Stocks, Equities, SaaS, Business Development, Deferred Compensation, Financial Analysis, Financial Services, Incentive Programs, Leadership, Management, Mergers, Relationship Management, Process Improvement, Sales, Securities, Risk Management, Series 7, Employee Benefits, Mergers & Acquisitions, Finance
Education
New York University 1994 — 1997
Organizational Behavior and Communication
NYU 1992 — 1996
Bachelor of Arts
Solium September 2014 - Present
Solium January 2014 - September 2014
E*TRADE Financial July 2012 - May 2013
E*TRADE Financial June 2010 - August 2010
Corinth-Shiloh Volunteer Fire Department April 2009 - April 2010
Skills
Customer Service, Securities, Equities, Retirement Planning, Retail Banking, Equity Trading, Sales, Equity Compensation, Stock Option, Call Centers, Salesforce.com, Miller-Heiman Strategic..., Zendesk, Relationship Management
Education
Clemson University
Bachelors of Science, Political Science - Global Politics Concentration - Business Administration Minor
Altametrics November 2013 - Present
Solium January 2010 - March 2013
UBM Tech September 2008 - December 2010
Skills
Software-as-a-Service, Solution Design &..., Full Life Cycle Project..., Change Management, Stakeholder..., Partner & Client..., Strategic Planning, Client Engagement, Software Demonstration, Advanced MS Excel, MS Project, Visio, PowerPoint, Product Management, SaaS, Salesforce.com, Integration, Account Management, Sales, Enterprise Software, Project Management, Customer Service, Software Implementation, FAS123R, Stock Compensation, Outlook, Relationship Management, User Acceptance Testing, Microsoft Office, Data Analysis, Employee Stock Options, Microsoft Word, Pivot Tables, Vlookup, Customer-facing, New Client..., Manage Client..., Manage client..., Software Implementation..., Financial Software..., Integration Projects, Cloud Applications, Virtual Training, Customer Product..., Customer Support, GoToMeeting, JIRA
Education
San Francisco State University
Bachelor of Science in Business Administration (BSBA), Dual Majors in Financial Services & Corporate Finance
Alliance Capital Corporation February 2013 - Present
Solium March 2010 - February 2013
Difilippo & Associates May 2003 - February 2010
Ingram Micro 1995 - 2002
Interex January 1999 - November 1999
Skills
Channel, Product Management, Solution Selling, Product Marketing, SaaS, Account Management, Lead Generation, Business Development, Management, Strategy, CRM, Channel Partners, Marketing, Sales, Contract Negotiation, Business Planning, Leadership
Education
Mike Russ Financial Training Center 2008 — 2008
Life & Health Insurance License
National University
B.A., Marketing Emphasis
Solium July 2015 - Present
Calgary Scientific Inc August 2014 - July 2015
Calgary Scientific Inc July 2013 - August 2014
Calgary Scientific Inc April 2011 - June 2013
Chartwell Technology January 2010 - April 2011
Chartwell Technology Inc. September 2007 - April 2010
Skills
Agile Methodologies, Software Development, Software Engineering, Team Management, Strategic Roadmaps, Change Management, Team Leadership, Project Planning, Software Project..., Requirements Analysis, Continuous Integration, Test Driven Development, Scrum, Object Oriented Design, JIRA, SharePoint, Git, Software Design, Agile, Java
Education
The University of Calgary 2012 — 2014
Master of Business Administration (MBA)
The University of Calgary 2004 — 2007
MSc, Comp Sc
Punjab Technical University 1998 — 2002
BTech, Computer Science
Solium January 2014 - Present
Solium Capital June 2012 - Present
Calgary Scientific Inc February 2011 - July 2012
Calgary Scientific Inc April 2008 - February 2011
Telvent August 2006 - April 2008
Mentor Engineering September 2004 - August 2006
IBM May 2002 - September 2003
Skills
chef, ruby, perl, python, bash, Unix Shell Scripting, C, Customer Relations, Sales Support, Product Support, Bamboo, JIRA, Confluence, Subversion, Git, Project Implementation, Software Implementation, DICOM, AWS, Kanban, Continuous Delivery, Zendesk, Web Operations, Python, Ruby, Perl, Leadership Management, Professional Mentoring, Bash, Agile Methodologies, Chef, Linux, Software Engineering, Customer Service, C#, Unicorn, Fire Breathing, XML, SQL, Amazon Web Services...
Education
University of Calgary 1998 — 2004
B.Sc
Solium May 2015 - Present
University of Phoenix June 2010 - May 2015
City of Peoria, Arizona July 2012 - July 2013
Robert Half Technology February 2010 - May 2010
Robert Half International October 2009 - February 2010
PegaStaff April 2009 - September 2009
PegaStaff August 2007 - April 2009
Exedin: Customized Staffing Solutions January 2007 - June 2007
Skills
Applicant Tracking..., Sourcing, Cold Calling, Temporary Placement, Interviews, Background Checks, Resume Writing, Technical Recruiting, College Recruiting, Talent Acquisition, Employee Relations, Recruiting, PeopleSoft, Internet Recruiting, Human Resources, Temporary Staffing, Contract Recruitment, Permanent Placement, Time Management, Vendor Management
Education
University of Phoenix
Human Resource Management Certificate
University of Phoenix 2011 — 2012
Master of Arts in Education, Adult Education & Training
The College of St. Scholastica
Bachelor's Degree, Behavioral Arts and Sciences
COCC January 2015 - Present
Solium July 2013 - December 2014
Solium January 2013 - July 2013
Solium Capital June 2011 - January 2013
Solium March 2009 - June 2011
The Nature Conservancy February 2007 - February 2009
Watson, Inc 2005 - 2007
JET Programme/ Aomori Board of Education July 2004 - August 2005
Skills
Training, Team Leadership, Social Media, Marketing Communications, Event Planning, Customer Service, Management, Microsoft Office, Project Management, Editing, Technical Support, Public Speaking, Leadership, Employee Stock Options, Relationship Management, Office Administration, Marketing, Salesforce.com, Sales, Team Building
Education
The University of Connecticut 2000 — 2004
Bachelor's Degree, English Language and Literature, General
UCONN 2000 — 2004
Bachelor of Arts, English Literature
Solium September 2013 - Present
Solium January 2013 - August 2013
Solium Capital 2011 - January 2013
SMART Technologies 2009 - 2011
Deloitte Canada 2007 - 2009
CNIB 2005 - 2007
Fran & Company 2004 - 2005
Skills
Internal Communications, Corporate Communications, Marketing Communications, Editing, Copy Editing, Content Strategy, Web Content, Marketing, Copywriting, Public Relations, Press Releases, Direct Marketing, Publicity, Video, Newsletters, Management
Education
Concordia University 2000 — 2002
Master of Arts, Film Studies
University of Calgary 1995 — 1999
Bachelor of Arts, English (Honours)
Solium March 2015 - Present
ADP P2P December 2010 - November 2014
Aquashell IT Solutions September 2010 - December 2010
Hewlett-Packard April 2009 - June 2010
Mark's Work Wearhouse November 2005 - March 2009
Inteq Systems January 2005 - August 2005
Universidade Estadual do Ceará April 2004 - July 2005
Secrel November 2002 - December 2004
Universidade Federal do Ceará November 2002 - June 2004
Skills
Java, JavaScript, Oracle Database, MySQL, Spring Framework, Spring MVC, MyBatis, Maven, Ant, Scrum, Bash, Linux, Microsoft SQL Server, DB2, Troubleshooting, Security, Requirements Analysis, Databases, SQL, SDLC, Web Applications, Testing
Education
Stanford University 2014 — 2014
Algorithms: Design and Analysis, Part 1 (free online course w/certificate of accomplishment), 98%
Université du Québec à Chicoutimi 2000 — 2002
MsC, Business Management
Universidade Estadual do Ceará 1996 — 2000
BsC, Computer Science
Solium September 2013 - Present
Solium October 2005 - Present
Corporate Management Solutions October 2004 - October 2005
Transcentive February 2001 - October 2005
Corporate Management Solutions February 2000 - October 2004
US Surgical October 1987 - June 1999
United States Surgical Corporation 1987 - 1999
Skills
Product Management, Equities, Business Analysis, Software Documentation, Project Management, Strategic Planning, Vendor Management, Management, Process Improvement, Customer Service, Relationship Management, CRM, Business Development, Management Consulting, Financial Reporting, System Administration, Team Building, Microsoft Office, PowerPoint, Account Management, Options, Project Planning, Outsourcing Management, Requirements Analysis, Stocks, Administration, Presentations, Product Development, Outsourcing, smartsheet, Employee Stock Options, Employee Stock Purchase..., Competitive Intelligence, GoToMeeting
Education
Sacred Heart University 1978 — 1982
BS
Solium June 2010 - Present
Hollywood Video 2003 - 2006
IDS & American Express Financial Advisors 1996 - 2002
Skills
New Business Development, Mergers, Strategic Planning, Accounting, Team Building, Product Management, Budget, Marketing, Access, Start-ups, Budgets, SaaS, Enterprise Software, Solution Selling, Enterprise Solution..., Mergers & Acquisitions, Business Development, Salesforce.com, Sales, Marketing Strategy, Management
Education
Saddleback College 1996 — 1998
Noble Americas Energy Solutions, LLC March 2015 - Present
Rocket Fuel Inc, formerly [x+1] January 2014 - February 2015
Solium May 2012 - December 2013
Fujifilm Medical Systems June 2011 - May 2012
Aon Hewitt July 2008 - May 2011
Skills
Testing, Test Planning, SQL, Quality Assurance, SDLC, Test Cases, Quality Center, Oracle, Agile Methodologies, Software Documentation, Regression Testing, Analysis, Defect Tracking, System Testing, Test Strategy, Java, C++, Test Automation, Databases, JIRA, Manual Testing, Microsoft SQL Server, Fintrade
Education
University of Hartford 2001 — 2006
BA, Mathematics
Solium August 2015 - Present
Orange County NASPP November 2012 - Present
Pacific Sunwear February 2010 - February 2015
Pacific Sunwear August 2009 - October 2011
California Pizza Kitchen August 2005 - August 2009
Independent Contractor September 2004 - August 2005
The Disney Store January 2003 - September 2004
Equis Corporation January 2000 - February 2002
Landau and Heyman Assoicates June 1999 - January 2000
Skills
Stock Administration, Leases, Retail, Real Estate, Stock, Lease Administration, Microsoft Office, Excel, Document Management, Document Retention, Equity Edge, e-trade, section 16 filings and..., ESPP administration, Microsoft Excel, Filing, Human Resources, Stocks, Document Preparation, Equities, Leadership, Management, Time Management, Payroll, Administration, Analysis, Executive Pay, Onboarding, Contract Management, Incentive Programs, Employee Relations, Training, Customer Service
Education
Saint Leo University 2009 — 2012
Sociology
Saint Leo University 2009 — 2011
AA
West Los Angeles College 2008 — 2008
Solium April 2011 - Present
Alphatec Spine March 2006 - April 2011
AMCC August 2004 - March 2006
Skills
Mergers, Process Improvement, Intellectual Property, Corporate Law, Patents, Trademarks, Management, Financial Reporting, Business Development, Medical Devices, Cross-functional Team..., Due Diligence, Non-disclosure..., Financial Analysis, Microsoft Excel
Education
Thomas Jefferson School of Law 2000 — 2004
Juris Doctorate
Washington State University 1996 — 2000
Bachelor of Arts, Political Science with Minors in Criminal Justice and Leadership
Solium December 2013 - Present
Target February 2013 - December 2013
Target March 2011 - February 2013
Skills
Inventory Management, Shrinkage, Asset Protection, Loss Prevention, Inventory Control, Store Management, Retail, Merchandising, Store Operations, Visual Merchandising, Driving Results, Cashiering, Big Box, Organized Retail Crime, Customer Service, Internal Investigations, Time Management, Retail Sales, Planograms, Physical Security, Shareworks
Education
Arizona State University, W. P. Carey School of Business 2008 — 2012
Bachelor of Arts (B.A.), Global Leadership, summa cum laude
NGX May 2014 - Present
Solium July 2013 - May 2014
Solium July 2012 - July 2013
Proven Reserves Exploitation Ltd. June 2011 - August 2011
Delta Hotels June 2008 - September 2010
Skills
Time Management, Customer Service, Microsoft Excel, Team Leadership, Microsoft Office, Public Speaking, Event Planning, Financial Analysis, Sales, Data Analysis, Teamwork, Accounting, Analysis, Business Analysis, Leadership, Financial Modeling, Management, Project Management, Finance, Risk Management, Strategic Planning, PowerPoint, Social Media
Education
CFA Institute 2012 — 2015
Passed all 3 levels
Santa Clara University - Leavey School of Business 2012 — 2013
Certified Equity Professional
The University of Calgary 2007 — 2012
Bachelor of Commerce (B.Com.), Finance
The University of Calgary 2007 — 2012
Bachelor of Arts (B.A.), Psychology
UMOM New Day Centers September 2015 - Present
UMOM New Day Centers March 2015 - September 2015
PhilanthropyWorks December 2014 - March 2015
Solium July 2014 - December 2014
Vanguard January 2010 - March 2014
The Vanguard Group February 2005 - December 2009
The Vanguard Group January 1999 - February 2005
Skills
Donor Relations, CRM, Relationship Management, Raiser's Edge, Manage Client..., Building Relationships, Nonprofits, 401k, Defined Contribution, Project Management, Wealth Management, Non-profit Volunteer, Volunteering, IRAs, Retirement Planning, Mutual Funds, Asset Allocation, Sustainability, Time Management, ERISA, Investments, ETFs, Fundraising, Customer Service, Strategic Planning
Education
ASU Lodestar Center for Philanthropy & Nonprofit Innovation 2015 — 2016
Nonprofit Management Certificate, Non-Profit/Public/Organizational Management
University of Phoenix 2002 — 2004
Master of Business Administration (M.B.A.), Business Administration and Management, General
Penn State University 1994 — 1996
Bachelor of Arts (B.A.), Psychology, Spanish, 3.68
University of Pittsburgh 1992 — 1994
Bachelor of Arts (B.A.), Psychology, Spanish
Express Scripts July 2015 - Present
Solium April 2015 - July 2015
Express Scripts September 2013 - February 2015
Walgreens May 2008 - June 2009
Skills
C++, Microsoft Office, HTML, SQL, Windows, Excel, Linux, MySQL, Photoshop, Word, Operating Systems, Access, Unix, Dreamweaver, Microsoft Excel, Microsoft Word, Business Analysis, Databases, Customer Service, Leadership
Education
State University of New York at Albany 2007 — 2012
Bachelor of Arts, Information ScienceBusiness Info Systems and Technology
Solium November 2014 - Present
Solium October 2013 - November 2014
Phoenix-Mesa Gateway Airport June 2012 - October 2013
Phoenix-Mesa Gateway Airport Authority June 2010 - June 2012
U.S. Census Bureau -- Census Coverage Management April 2010 - September 2011
SunSplash Waterpark March 2010 - September 2010
Triple Play, Food May 2007 - August 2008
Skills
Aviation, Airports, Customer Service, Microsoft Office, Word, Excel, Customer Relations, PowerPoint, Problem Solving, Employee Relations, Teamwork, Microsoft Word, Airlines, Flights, Microsoft Excel, Training, Airport Management, Management, Commercial Aviation, Aviation Security, Leadership
Education
Arizona State University 2014 — 2015
Master of Business Administration (MBA), Logistics, Materials, and Supply Chain Management
Arizona State University 2008 — 2011
Bachelor of Science, Air Transportation Management
Sahuarita High School 2005 — 2008
High School Diploma - 2008
Solium April 2015 - Present
GE Capital October 2011 - April 2015
Pharmascience July 2011 - August 2011
STATE February 2008 - September 2010
Royal Wealth Management May 2007 - January 2008
Novo Bras May 2007 - 2007
Skills
Microsoft Excel, Auditing, Financial Risk, Financial Modeling, Portfolio Management, Financial Analysis, Business Analysis, Financial Markets, Corporate Finance, Business Process, Business Strategy, French, MS Project, Analysis, Management Consulting, Business Development, Accounting, Strategy, Finance, Training, Risk Management, Investments, Strategic Financial...
Education
HEC Montreal 2010 — 2011
Master of Business Administration, English
HEC Montréal 2004 — 2007
baa, administration finances
Solium December 2011 - Present
Bang Zero Bang Games, LLC 2010 - June 2014
Korchek Technologies October 2005 - November 2011
Vibren Technologies July 2004 - March 2005
Vibren Technologies May 2003 - September 2003
Rachis Corporation March 2001 - August 2001
VenturCom, Inc. June 2000 - March 2001
Skills
C#, C++, C, XNA, .NET, .NET Compact Framework, HL7, XML, WCF, WPF, HTML, Microsoft SQL Server, Oracle, Java, JavaScript, Windows, Linux, MFC, JPA, Game Programming, Game Design, User Interface Design
Education
Southern Connecticut State University 2003 — 2005
Bachelor of Science, Computer Science, 4.0
Northeastern University 1999 — 2001
Mathematics and Computer Science, 3.93
Solium September 2015 - Present
SMART Technologies November 2012 - September 2015
SMART Technologies June 2012 - November 2012
SMART Technologies January 2008 - June 2012
Western Oil Sands 2007 - 2007
Paramount Resources 2006 - 2007
Encana 2003 - 2006
Enbridge 2001 - 2003
Bain & Company 2000 - 2001
Skills
Capital Markets..., Equity Offerings, Debt Management, Investor Relations, Foreign Exchange..., Risk Management, Insurance, Financial Analysis, Capital Markets, Corporate Finance, Accounting, Budgets, Internal Audit, Leadership, Sarbanes-Oxley Act, Internal Controls, Financial Reporting, IPO, Business Strategy, US GAAP, Management, Finance, Banking, Auditing, Equity Research, Mergers & Acquisitions, Equities, Cost Accounting, Cash Management, Analysis, Credit, Due Diligence, Financial Modeling, Strategic Financial..., Strategy, Executive Management
Education
University of Calgary 1996 — 2000
BComm, Business
Solium July 2014 - Present
Jackson Square Financial August 2010 - June 2014
Montesquieu Winery June 2010 - August 2010
18 Rabbits June 2009 - May 2010
University of San Francisco August 2006 - December 2008
Skills
Small Business, Marketing Operations, Operations Improvement, Customer Service..., Problem Solving, Events Coordination, Salesforce.com, Sales, Marketing Strategy, Management, Event Planning, Social Media
Education
University of San Francisco 2006 — 2010
BS, International Business
Universitat Ramon Llull 2009 — 2009
International Business
Solium March 2015 - Present
Fronius International GmbH August 2014 - November 2014
S.i. Systems February 2013 - August 2013
CHUNGDAHM Learning November 2011 - November 2012
Skills
Interviews, Recruiting, Marketing, Information Technology, Management, Leadership, Consulting, Project Management, Building Relationships, CRM, Social Media Marketing, Lead Generation, Problem Solving, Resume Writing, Talent Acquisition, Hiring, Temporary Placement, Technical Recruiting, Employee Training, Screening, Screening Resumes, Human Resources, Cold Calling, Onboarding, Interview Preparation
Education
University of Victoria 2013 — 2014
Master's of Global Business
The University of Calgary 2007 — 2011
Bachelor of Commerce (B.Com.)
Wirtschaftsuniversität Wien / Vienna University of Economics and Business Administration
eShares, Inc. June 2015 - Present
Core-Mark International May 2014 - June 2015
Solium July 2013 - May 2014
BarNone March 2011 - July 2013
PTI Marketing Technologies February 2007 - February 2010
PracticeWares Dental Supply October 2005 - February 2007
ProLog Logistics October 2003 - October 2005
Santa Cruz Medical Foundation October 2000 - August 2003
Meridian Medical Group July 1999 - August 2000
Skills
Account Management, Sales Management, Salesforce.com, Sales Process, CRM, Solution Selling, Sales Operations, Management, Project Management, Sales, Customer Service, Forecasting, Training, SaaS, Strategic Planning, New Business Development, Marketing
Education
University of California, Santa Cruz
Bachelor of Arts (B.A.), Business Management Economics
Oak Grove High School
High School Diploma
Solium January 2015 - Present
Revana April 2014 - September 2014
DSW October 2012 - April 2014
Children's Museum of Phoenix August 2013 - February 2014
Skills
Marketing, Social Media, Sales, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, English, Windows, Public Speaking, Accounting, Financial Analysis, Leadership, Social Media Marketing
Education
Arizona State University, W. P. Carey School of Business 2010 — 2012
Bachelors, Economics
Arizona State University, W. P. Carey School of Business 2010 — 2012
International Business Certificate, Economics
Scottsdale Community College 2008 — 2010
Associates, Business
Lytx Inc. May 2015 - Present
Solium May 2014 - May 2015
Vanguard June 2007 - May 2014
Vanguard February 2010 - March 2011
KOHL’S DEPARTMENT STORE November 2006 - June 2007
Kohl's Department Store August 2005 - November 2006
Skills
Leadership, Recruiting, Coaching, Human Resources, Series 63, Team Building, Management, Leadership Development, Mutual Funds, Customer Service, CRM, Microsoft Office, Microsoft Excel, Investments, Public Speaking, Process Improvement, Interviews, Asset Allocation, Sales, Outlook, Microsoft Word, PowerPoint, Talent Management, Risk Management, Series 6, 401k, Employee Benefits, Strategy, Time Management, Relationship Management
Education
Penn State University
Economics
Bank of America Merrill Lynch February 2014 - Present
Solium Capital October 2011 - February 2014
Solium July 2010 - September 2011
Solium Capital December 2007 - June 2010
Solium Capital (frmly Allecon Stock Associates) May 2006 - December 2007
Skills
Project Management, Microsoft Office, Problem Solving, Compliance, Equities, Options, Financial Reporting, Stock, Finance, Management, Analysis, Stocks, Account Management, Sales, Human Resources, Cross-functional Team..., Training
Education
Michigan State University 2002 — 2006
Bachelor of Arts, Finance
Solium April 2015 - Present
isocialGPS June 2014 - Present
CodeForce 360 November 2013 - May 2014
Fidelity National Information Services November 2008 - December 2012
Transfirst, LLC May 2008 - November 2008
Harland Clarke March 2003 - May 2008
BizSaver Company January 2001 - January 2002
Georgia-Pacific Corporation January 1994 - January 2000
Weyerhaeuser, Corporation 1990 - 1993
Skills
New Business Development, Management, Strategy, Sales Operations, Sales, Competitive Analysis, Vendor Management, Contract Negotiation, Negotiation, Program Management, Market Research, Direct Marketing, Marketing, Recruiting, Budgets, Salesforce.com, Selling, Sales Presentations, Pricing, CRM, Solution Selling, Account Management, Strategic Partnerships, SaaS, Sales Process, Lead Generation, Business Development, Sales Management, Direct Sales, Leadership
Education
Auburn University 1988 — 1989
MBA
Outside In General Counsel, PLLC November 2014 - Present
Solium December 2014 - Present
American Traffic Solutions December 2010 - November 2014
Iafrate & Associates July 2009 - December 2010
U-Haul International, Inc. July 2008 - August 2009
U-Haul International, Inc. March 2007 - July 2008
Skills
Litigation, Commercial Litigation, Corporate Law, Employment Law, Legal Research, Legal Writing, Westlaw, Appeals, Courts, Intellectual Property, Contract Negotiation, Drafting Agreements, Legal Compliance, Civil Litigation, Licensing, Hearings, Arbitration, Mediation, Administrative Law, Legal Assistance, Legal Issues
Education
Arizona State University College of Law 2005 — 2008
JD, Law
American InterContinental University 2004 — 2005
Bachelor's Degree, Business Administration and Management, General
Paradise Valley High School
Solium April 2015 - Present
Treppen Technologies, Inc. September 2014 - Present
The Network Support Company November 2013 - September 2014
Solium July 2008 - November 2013
Syfact February 2007 - July 2008
Kreg Information Systems October 2005 - July 2006
Independent Contractor November 2004 - October 2005
Total Mortgage Services, LLC October 2002 - November 2004
VitalWorks Inc. January 1996 - October 2002
Skills
Sales, Account Management, Lead Generation, Marketing, Management, New Business Development, Business Development, Relationship Management, Strategic Partnerships, Equities, Strategic Planning, Amazon, Online Retail, E-Commerce, SaaS, E-commerce Consulting, Salesforce.com, Cloud Computing, Options, Humorist, Start-ups, Team Leadership, Sales Management, Contract Negotiation, Highly personable
Education
Bryant University
Bachelor's Degree, Business Administration, Marketing
Solium January 2015 - Present
Solium June 2013 - Present
Arizona State University April 2012 - December 2012
PetSmart October 2010 - June 2012
Best Buy October 2010 - December 2010
Arizona Students' Association 2008 - 2008
Skills
Equities, Equity Compensation, US GAAP reporting, QuickBooks, Microsoft Excel, Public Speaking, Management, Account Reconciliation, Relationship Management, Time Management, Shareworks, Zendesk, Outlook, Salesforce, Manage client..., Equity accounting, Liability Accounting..., Financial Services
Education
Arizona State University, W. P. Carey School of Business 2008 — 2012
Bachelor's Degree, Business
Solium September 2012 - Present
Solium Capital August 2011 - September 2012
Calgary Medical Students Society June 2012 - July 2012
University of Alberta January 2012 - March 2012
Speedoptions January 2011 - August 2011
University of Alberta September 2010 - January 2011
Education
The University of Calgary 2005 — 2011
BSc, Nat. Sci. w/ concentrations in Computer Science, Biology
Solium March 2015 - Present
Morgan Stanley Wealth Management August 2012 - March 2015
Morgan Stanley Smith Barney November 2006 - August 2012
The Reserve December 2005 - November 2006
Citigroup Smith Barney June 2004 - December 2005
Citigroup Smith Barney November 2000 - June 2004
AST Stock Plan April 2000 - November 2000
Skills
SDLC, Business Requirements, User Acceptance Testing, Financial Services, Business Analysis, Data Analysis, Requirements Gathering, Process Improvement, Vendor Management, Banking, PMO, Project Management, Risk Management, Business Process..., Relationship Management, Portfolio Management, Equities, Securities, Management
Education
State University of New York at Buffalo 1995 — 1999
Solium September 2000 - Present
NASPP January 2014 - Present
Solium Transcentive December 2011 - February 2013
Transcentive, a Computershare Company January 2008 - November 2010
Computershare February 2007 - January 2008
Computershare April 2004 - February 2007
Siebel Systems January 2004 - March 2004
Computershare/Transcentive October 2000 - December 2003
Neuvis, LLC March 2000 - October 2000
MECA Software, LLC. September 1996 - April 2000
Skills
Options, Product Management, Financial Reporting, Business Analysis, Accounting, Crystal Reports, Employee Stock Options, HTML, SQL, Public Speaking, Training Delivery, Software Documentation, Customer Service, Microsoft Excel, Data Analysis, Project Management, Strategic Planning, Account Management, Relationship Management, Risk Management, CRM, Management, Program Management, Training, SaaS, Process Improvement, Financial Services
Education
Sacred Heart University 1996 — 2001
Bachelor of Science, Computer Science/Business
Solium September 2014 - Present
Solium Capital November 2010 - September 2014
Skills
Equities, Strategic Thinking, Project Management, Account Management, Business Development, Business Analysis, Relationship Management, Leadership, Analysis, Options, Risk Management, Vendor Management, Financial Services, Product Management, Mergers & Acquisitions, Strategy, Management
Education
Athabasca University 2012 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
State University of New York College at Oswego 2005 — 2006
Solium January 2013 - Present
Corporate Focus (CF) May 2008 - December 2012
Corporate Focus (CF) January 2005 - May 2008
Corporate Focus (CF) July 2000 - January 2005
StarLegal, Inc. 1999 - 2000
Abbott 1998 - 1999
Skills
Salesforce.com, SaaS, Start-ups, Project Management, Quality Management, Quality Assurance, HTML, SnagIt, Trello, Microsoft Excel, XML, Microsoft Reporting..., IIS, Microsoft SQL Server, Agile Methodologies, Manual Testing, Testing
Education
Saint Anselm College 1991 — 1995
Bachelor of Arts, History
Worcester Polytechnic Institute
Client/Server Technology Certificate Program
IAC Group October 2014 - Present
International Automotive Components June 2011 - September 2014
Solium January 2007 - June 2011
Allecon Stock Associates, LLC June 2004 - December 2006
Skills
Deferred Compensation, Account Management, Employee Benefits, Incentive Programs, Financial Reporting, 401k
Education
Michigan State University 1999 — 2003
Bachelor of Arts (B.A.), General Management
Solium January 2014 - Present
Solium January 2013 - December 2013
Corporate Focus January 2008 - December 2012
Two Step Software May 2004 - December 2007
Skills
SaaS, XML, SQL, JavaScript, Agile Methodologies, Enterprise Software, Distributed Systems, HTML, Algorithms, Microsoft SQL Server, Java, .NET, Salesforce.com, IIS, Unix, Software Engineering, CSS, Web Applications, Software Design, Perl
Education
Boston University 1998 — 2003
BA, Computer Science
Sun of Max June 2015 - Present
BandPage April 2014 - May 2015
Solium May 2012 - August 2013
SVB Financial Group October 2008 - May 2012
ArtNowSF January 2008 - April 2010
XLR8R July 2008 - December 2008
The Future Leaders Institute August 2007 - August 2008
Adventures Cross-Country June 2005 - August 2007
Squaw Valley Academy August 2006 - June 2007
The White Mountain School August 2005 - June 2006
Skills
Marketing, Account Management, Social Media, Event Planning, Public Relations, Project Management, Entrepreneurship, Marketing Communications, Business Relationship..., Social Media Marketing, Business Process..., Music, Community Outreach, Team Building, Business Development, Salesforce.com, Start-ups, Strategic Partnerships, Digital Media, Music Industry, Resourceful..., Social Networking, Superior Client Service, Community Development, Creative Solutions, Communication, Training Facilitation, Venture Capital, Music Journalism, Atlassian JIRA, Zendesk, Software Quality..., Contemporary Art, Curating
Education
Southern Illinois University, Carbondale 2001 — 2005
Bachelor of Science (B.S.), Experiential Education & Recreation Management
Solium January 2014 - Present
Solium Capital September 2012 - December 2013
Solium Capital December 2011 - August 2012
Solium Capital January 2008 - November 2011
Solium April 2005 - January 2008
Skills
Incentive Programs, Relationship Management, Stocks, Options, Equities, Account Management, SaaS, Financial Services, New Business Development, Product Management, Salesforce.com, Business Development, Sales, Team Leadership, Restricted Stock, Business Analysis, Contract Negotiation, Vendor Management, CRM, Strategic Partnerships, Enterprise Software
Education
The University of Calgary 2002 — 2004
Bachelor of Commerce (B.Com.), Business Process Management
Mount Royal College 1999 — 2001
Associate of Arts and Sciences (A.A.S.)
Solium Web DeveloperPlante & Moran, PLLC1996 - 2003
Education
Oakland University 1986 — 1990
Solium April 2011 - Present
Imagine Software May 2007 - June 2009
American Choice Mortgage August 2005 - May 2007
Ronin Capital February 2001 - May 2005
Skills
Certified Equity..., Management, Finance, Analysis, Financial Services
Education
Kent State University
Bachelor's Degree, Business Administration; Finance
Solium April 2015 - Present
Grow Wireless Inc. May 2009 - Present
Dark Matter March 2009 - Present
PetLynx Corporation May 2009 - Present
Altheia Group July 2014 - November 2014
Above Border Inc. February 2011 - November 2014
DataWrap Inc. (formerly EvidencePix Systems Inc.) December 2012 - September 2013
Multiplayer Mobile Game December 2010 - April 2012
Redwood Technologies November 2008 - February 2011
Useful Networks August 2005 - December 2009
Skills
MySQL, Tomcat, Java, Apache, Hibernate, Grails, PHP, XML, Groovy, Software Development, JavaScript, Android, Linux, ASP.NET, Web Applications, PostgreSQL, JBoss Application Server, HTML, C#, vBulletin, Forums, C++, Oracle, UML, DB2, GIS, JBoss, Perl, Wordpress, Flex, Photoshop, Interpersonal Skills, Mobile Applications, Agile Methodologies, JSP, API Development, Security, Encryption, DevOps, CentOS, GORM, REST, IntelliJ IDEA, Eclipse, Amazon EC2, Amazon RDS, Documentation, Git, IT Operations
Education
DeVry Institute of Technology 1990 — 1993
Bachelor's Degree, Electronics, 3.78 CGPA
The University of Calgary 2003 — 2004
OOST, Object Oriented Software Development, 4.0
Mount Royal University 2001 — 2002
Oracle, Completed
CDI Corporate Education 2001 — 2001
Completed, Microsoft Exchange 2000 Boot Camp
CDI Corporate Education Services 2001 — 2001
Completed, Microsoft Course #2151/2152: Accelerated Training for Microsoft Windows 2000
CDI Corporate Education 2000 — 2000
Completed, Microsoft Course #983: Accelerated Training for Microsoft Windows NT 4.0
Solium September 2014 - Present
Solium December 2012 - Present
OptionEase, Inc. October 2012 - Present
OptionEase, Inc. July 2011 - February 2013
OptionEase, Inc. August 2009 - July 2011
Blytheco April 2002 - May 2009
Gallop Corp May 1999 - February 2002
Skills
Software Documentation, Quality Assurance, EDI, Requirements Analysis, Integration, Software Quality..., SaaS, ERP, Agile Methodologies, SQL, Microsoft SQL Server, Software Project..., Enterprise Software, Software Development, Scrum, Management, Business Analysis, Project Management
Education
University of South Africa/Universiteit van Suid-Afrika
eShares, Inc. November 2014 - Present
Solium May 2014 - October 2014
U.S. Bank August 2010 - April 2014
JPMorgan Chase June 2007 - June 2010
Bank of America July 2004 - June 2007
Skills
Microsoft Office, Business Development, Business, Customer Service, Credit, Economics, Financial Risk, Italian, Keynote, Leadership, Loans, New Business Development, Problem Solving, Wordpress, Mac OS X, Series 6, Series 63, Licensed Life Insurance..., Investments, Management, Banking, Sales, Consumer Lending, Financial Services, Loan Origination, OS X, Commercial Lending, Lines Of Credit, Small Business Lending, Commercial Banking, Cross Selling, WordPress, Risk Management, Retail Banking
Education
San Jose State University 2005 — 2010
BS, Business Administration, Concentration in Management
Comerica Bank August 2015 - Present
Comerica Bank November 2013 - Present
Comerica December 2010 - November 2013
Solium January 2009 - September 2010
Solium Capital January 2007 - September 2010
Henry Ford Community College January 2006 - April 2006
Skills
Financial Analysis, Customer Service, Accounting, Data Analysis, Microsoft Excel, Account Management, Microsoft Office, Financial Reporting, Analysis, Finance, Leadership, Management, Portfolio Management, Training, Software Documentation
Education
Walsh College 2013 — 2016
Master of Business Administration (M.B.A.), Economics
University of Michigan-Dearborn 2003 — 2006
BBA, Finance and Management
Henry Ford Community College 2000 — 2003
Criminal Justice, Liberal Arts
Solium November 2010 - Present
Computershare February 2008 - November 2010
Transcentive February 2004 - February 2008
Mastek Ltd February 1998 - December 2003
DCS Ltd December 1996 - June 1998
Skills
Equity Compensation, Business Analysis, Product Management, Equities, Options, Requirements Analysis, Project Management, Stocks, Analysis, Data Analysis, SQL, Microsoft SQL Server, Oracle, SDLC, Software Project..., Process Improvement, Financial Services, Management
Education
Amravati University 1991 — 1995
Bachelor of Engineering, Electronics & Telecommunications
Santa Clara University - Leavey School of Business
Certified Equity Profession (CEP)
Solium August 2014 - Present
Solium Capital May 2012 - July 2014
SVB Financial Group January 1988 - May 2012
Education
San Jose State University 1981 — 1983
Mondelēz International January 2015 - Present
Mondelēz International August 2010 - December 2014
Cadbury Adams Canada March 2010 - September 2010
Maple Leaf Foods 2007 - 2009
Solium 2007 - 2007
Molson Canada 2005 - 2007
Mount Royal College 2004 - 2004
Skills
Nielsen, Grocery, Shopper Marketing, Forecasting, Key Account Management, Marketing Strategy, Key Account Development, FMCG, Trade Marketing, AC Nielsen, Sales, Consumer Products, Account Management, Management, Sales Management, Customer Insight
Education
University of Calgary 2002 — 2004
MBA, Finance
Thompson Rivers University 1997 — 1999
Adventure Travel Guide
University of Guelph 1993 — 1997
B.Sc, Biology
Medrio January 2015 - Present
Medrio October 2014 - December 2014
Medrio February 2014 - September 2014
Solium January 2013 - January 2014
OptionEase, Inc. May 2010 - January 2013
ING December 2009 - December 2011
Kristin Tillquist January 2009 - March 2009
LexDex April 2008 - August 2008
Capital Source 2006 - 2006
Skills
Online Lead Generation, Cold Calling, Social Media, Lead Generation, Salesforce.com, Marketing Research, SaaS, Startup Marketing, Social Networking, Software Documentation, Analysis, Leadership, CRM, Start-ups, Customer Service, Marketing, Sales, Management, Business Development
Education
University of California, Riverside 2005 — 2009
B.S., Business Administration
East China Normal University 2008 — 2008
Intensive Language Program
Fudan University 2008 — 2008
EAP Business and Economics Program
University of Warwick - Warwick Business School 2008 — 2008
EAP Immersion Program
Solium June 2007 - Present
Solium Capital 2007 - 2010
Skills
Agile Methodologies
Education
DeVry Institute of Technology
Olympic Steel July 2013 - Present
Tico Titanium, Inc August 2011 - July 2013
Olympic Steel November 2009 - August 2011
Solium 2007 - 2009
Skills
Microsoft Office, Project Management, Customer Service, Microsoft Excel, Negotiation, Purchasing, Account Management, Customer Satisfaction, Sales
Education
University of Michigan-Dearborn 2000 — 2004
BBA, MIS
Solium January 2007 - Present
Moneyline Telerate October 2001 - September 2005
Bridge Information Systems 1998 - 2001
Dow Jones Telerate 1997 - 1998
Dow Jones Telerate 1990 - 1997
Skills
Account Management, Business Strategy, Equities, Relationship Management, New Business Development, Business Development, Product Management, Financial Services, Strategic Planning, SaaS, Vendor Management
Education
Bishop's University 1983 — 1986
Solium October 2014 - Present
Solium January 2014 - October 2014
Arizona Department of Education July 2013 - January 2014
Arizona State University November 2011 - July 2013
Arizona State University March 2010 - November 2011
Arizona State University May 2009 - March 2010
Skills
Public Speaking, Community Outreach, Research, Leadership, Marketing, Entrepreneurship, Marketing Communications, Social Media, Data Analysis, Marketing Strategy, Management, Recruiting
Education
Arizona State University 2010 — 2012
Master of Education (M.Ed.), Higher/post-secondary education
Arizona State University 2005 — 2009
Bachelor of Arts (B.A.), Psychology, Business
Solium April 2013 - Present
University of Calgary 2009 - 2012
GCS Software Iran 2006 - 2008
Shiraz University of Technology 2004 - 2008
Shiraz Azad University 2002 - 2004
HODA Software 2000 - 2001
dpi - iran 1998 - 1998
Skills
JavaScript, Agile Methodologies, C++, Java, C#
Education
University of Calgary 2009 — 2012
Tarbiat Modares University 1999 — 2002
Master of Science (MSc), Computer Software Engineering
Sharif University of Technology 1994 — 1999
Bachelor of Science (BSc), Computer Software Engineering
Sprouts Farmers Market December 2014 - Present
Banc of California September 2013 - December 2014
Solium November 2012 - September 2013
Solium Capital January 2011 - November 2012
Capital Group July 2008 - January 2011
DevilsDigest 2006 - 2008
Skills
Budgeting, Production, Social Media, Excel, Word, Account Management, Microsoft Excel, Microsoft Word, Budgets, Sales, Business Strategy, CRM, Training, Management, Public Speaking, Marketing, Finance, Accounting, Equities, Customer Service
Education
Arizona State University 2004 — 2008
Bachelor, Business and Mass Communication
Windsor High School
Solium November 2014 - Present
ICEsoft Technologies February 2005 - November 2014
Encana February 2002 - March 2004
Getty Images (EyeWire) January 2000 - September 2001
Skills
Application Development, Java, IceFaces, JSF, Facelets, OOP, Product Management, Training, Account Executives, Web Application Design, Software Development, Java Enterprise Edition, Agile Methodologies, Eclipse, Subversion, Web Applications, Spring Framework, JSP, XML, Hibernate, CSS, Ant
Education
University of Calgary 2004 — 2005
OOST, Object Oriented Software Technologies
Queen's University
Commerce, Business/Commerce, General
Western Canada High School
Solium May 2014 - Present
Grand Canyon University July 2010 - May 2014
City of Glendale May 2009 - May 2010
Carl Walker, Inc. May 2008 - August 2008
Skills
Urban Planning, Zoning, Microsoft Office, Customer Service, Microsoft Excel, Public Speaking, Management, PowerPoint, Data Analysis, Analysis, Research, Leadership
Education
Grand Canyon University 2010 — 2012
Master of Business Administration (MBA)
Arizona State University 2006 — 2009
Bachelor of Science (BS), Urban Planning
Solium January 2015 - Present
PayPal November 2013 - December 2014
PayPal April 2012 - November 2013
CDW September 2010 - April 2012
Northern Arizona University May 2009 - September 2010
Skills
Cold Calling, Sales Management, Solution Selling, Direct Sales, Sales Process, Account Management, Cloud Computing, Channel Partners, Lead Generation, Salesforce.com, SaaS, B2B
Education
Northern Arizona University 2006 — 2010
BSBA, Marketing
Solium July 2014 - Present
SMART Technologies October 2012 - June 2014
SMART Technologies May 2011 - October 2012
Replicon October 2010 - May 2011
WestJet July 2007 - March 2010
WestJet January 2006 - July 2007
Nortel 1999 - 2005
Skills
Performance Management, Workforce Planning, Leadership Development, Coaching, Change Management, Organizational..., Sourcing, Human Resources, Organizational..., Team Building, Training, Team Leadership, Strategic Planning
Education
McMaster University 1986 — 1990
BA, Sociology
Solium January 2015 - Present
SMART Technologies September 2012 - September 2014
SMART Technologies April 2011 - September 2012
SMART Technologies June 2009 - April 2011
SMART Technologies September 2008 - June 2009
SMART Technologies August 2007 - September 2008
Skills
Human Resources, Technical Recruiting, Employee Relations, Strategic Staffing, Recruitment Training, Recruitment Advertising, Building Business..., Recruiting, Talent Acquisition, Deferred Compensation, Employee Engagement, HRIS, Internet Recruiting, Applicant Tracking..., Integrity, Sourcing, Interviews, Succession Planning, New Hire Orientations, Executive Search, Contract Recruitment, Onboarding, Talent Management, Personnel Management, College Recruiting, Emotional Intelligence, Workforce Planning, Performance Management
Education
Seneca College of Applied Arts and Technology 2001 — 2005
Solium July 2013 - Present
Solium Capital April 2011 - July 2013
American Funds October 2006 - April 2011
Iowa State University May 2004 - June 2006
Skills
Data Analysis, Research, Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Access, Outlook, Analysis, Leadership
Education
Iowa State University 2004 — 2006
Masters, Human Development and Family Studies
University of Northern Iowa 2000 — 2004
BA, Family Science
CAWST, the Centre for Affordable Water and Sanitation Technology April 2011 - Present
Solium May 2006 - March 2011
Kingston 1000 Islands Cruises & Red Trolleys 2004 - 2004
Melrose Cafe & Bar May 2003 - September 2003
Skills
Project Management, Research, Strategic Planning, Microsoft Excel, Team Leadership, Microsoft Office, Team Building, Event Planning, Microsoft Word, Event Management, Fundraising, Policy, Training, Data Analysis, Nonprofits, Proposal Writing, Project Planning, Human Resources
Education
Queen's University 2002 — 2006
BAH, Development Studies and History
Dale Carnegie Training
Solium June 2010 - Present
Jackson Hewitt January 2001 - April 2010
Prudential Relocation April 2006 - January 2010
Washington Mutual Home Loans October 2002 - February 2005
CitiMortgage August 2001 - October 2002
SunAmerica Securities August 1999 - December 2000
Federal Bureau of Prisons October 1995 - July 1998
US Navy October 1985 - October 1995
Skills
Equities, Securities, Relationship Management, Stocks, Investments, Financial Analysis, Accounting, Customer Service, Account Reconciliation, Finance, Microsoft Excel, Account Management, Financial Statements, Call Center, Financial Modeling, Financial Reporting, Microsoft Office, Project Management, Restricted Stock, Employee Stock Options
Education
Arizona State University 2000 — 2003
Bachelor of Science (BS), Global Management-International Finance
University of Phoenix 2006 — 2008
Master of Business Administration (MBA), Business Administration and Management, General
Solium October 2014 - Present
Solium June 2013 - October 2014
Solium February 2013 - June 2013
Solium May 2010 - February 2013
Solium September 2008 - May 2010
Hardie & Kelly Inc. May 2004 - January 2010
Solium July 2007 - September 2008
Skills
Account Reconciliation, Confluence, Securities, Equities, Relationship Management, Critical Thinking, Microsoft Word, Team Leadership, Microsoft Excel, Outlook, Visio, PeopleSoft, Project Management, Problem Solving, Issue Resolution, Windows, Shareworks, Linux Desktop, Tax Preparation, JIRA, Insolvency, Open Office, Ufile, Salesforce.com
Education
The University of Calgary 2003 — 2008
Bachelor of Science (BSc), Biochemistry and Botany
Solium May 2014 - Present
Education
Arizona State University 2011 — 2013
Bachelor's degree, Political Science and Government