SRSAcquiom Company
Industry: Company
DescriptionFounded: 2013 Subsidiaries: Shareholder Representative Services LLC, Acquiom Financial LLC
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SRSAcquiom Employees
SRSAcquiom November 2014 - Present
Franklin Court Condomaximum Association May 2011 - Present
Janus Capital Group May 2013 - November 2014
Janus Capital Group November 2009 - May 2013
Franklin Court Condomaximum Association November 2006 - May 2011
Janus Capital Group March 2005 - November 2009
Janus Capital October 1999 - March 2005
Skills
Investment Management, Mutual Funds, Trading, Asset Management, Equity Trading, Account Reconciliation, Financial Services, Separately Managed..., Securities, Reconciliation, Trading Systems, Financial Analysis
Education
University of Colorado at Denver 2007 — 2011
MBA, Corporate Financial Management
University of Colorado Boulder - Leeds School of Business 1993 — 1997
Bachelor of Science, Finance
Wesley Peters Law, LLC August 2014 - Present
SRSAcquiom May 2012 - August 2014
Bacon Wilson May 2011 - August 2011
Dewey & LeBoeuf LLP October 2007 - December 2008
Dewey & LeBoeuf LLP May 2006 - October 2007
Self-Employed April 2005 - April 2006
Pillsbury Winthrop Shaw Pittman 1999 - 2000
Skills
Estate Planning, Wills, Trusts, Powers of Attorney, Advance Directives, Mergers & Acquisitions, Due Diligence, Legal Writing, Leadership, Corporate Law, Private Equity, Brazilian Portuguese, Westlaw, Legal Research, Mergers, Document Review, Legal Assistance, Management, Lexis, Corporate Governance, Capital Markets
Education
Western New England University School of Law 2009 — 2012
J.D.
Colorado College 1996 — 2000
B.A., Anthropology
Millburn High School
Elisheva N. Paton Law Office September 2010 - Present
SRSAcquiom March 2013 - Present
Freshii September 2013 - August 2015
Venture Law Associates LLP February 2012 - November 2014
Benchmark Capital, Israel March 2005 - September 2010
FBC LAWYERS 2002 - 2005
Jacob Weinroth Law Offices September 2000 - August 2001
Levine Sherkin Boussidan Law Firm February 1999 - August 2000
Cassels Brock & Blackwell LLP 1997 - 1998
Skills
Venture Capital, Corporate Law, Intellectual Property, Legal Advice, Licensing, Private Equity, Legal Writing, Joint Ventures, Start-ups, Corporate Governance, Legal Issues, Due Diligence, Courts, Finance, Securities Regulation, Entrepreneurship, Arbitration, Civil Litigation, Appeals, Strategic Partnerships, Mergers & Acquisitions, Litigation, Commercial Litigation, Negotiation
Education
York University - Osgoode Hall Law School 1994 — 1997
LLB
The Hebrew University 1991 — 1994
BA
CHAT 1985 — 1989
Gr. 12 Diploma
SRSAcquiom June 2014 - Present
Wilmington Trust April 2012 - June 2014
Wells Fargo Bank, N.A. June 2006 - April 2012
Wells Fargo Shareowner Services January 2006 - December 2009
Wells Fargo Shareowner Services June 2000 - October 2006
Skills
Mergers, Securities, Banking, Capital Markets, Corporate Finance, Relationship Management, Financial Services, Equities, Mergers & Acquisitions, Corporate Governance, Finance, Strategy, Management, Start-ups, Leadership, Accounting
Education
Northwestern College
SRSAcquiom May 2014 - Present
Customer Paradigm November 2007 - May 2014
Customer Paradigm November 2007 - November 2012
Customer Paradigm November 2007 - June 2010
Skills
SEO, E-commerce, Email Marketing, SEM, Web Design, Marketing, Online Marketing, Content Management, Social Media Marketing, Online Advertising, Strategy, PPC, Mobile Marketing, Direct Marketing, Google Analytics, Affiliate Marketing, Google Adwords, Advertising, Trade Shows, WordPress, Web Marketing, Conversion Optimization, NetSuite
Education
University of Colorado at Boulder 2003 — 2007
Bachelor of Arts (B.A.), History
SRS Acquiom May 2014 - Present
Safe Restraints, Inc. August 2013 - November 2014
SRSAcquiom February 2013 - May 2014
Severson & Werson September 2009 - February 2013
Bryan Cave 2008 - 2008
Skills
Litigation, Mergers & Acquisitions, Venture Capital, Private Equity, Civil Litigation, Class Actions, Commercial Litigation, Litigation Support, Westlaw, Employment Law, Legal Writing, Dispute, Corporate Law
Education
University of California, Berkeley - School of Law 2006 — 2009
Doctor of Law (JD)
Arizona State University, W. P. Carey School of Business 2002 — 2006
Bachelor of Science (B.S.), Economics
Park City High School
SRSAcquiom April 2014 - Present
Skills
Commodities, Inventory Control, CRM software, Timberline, Oil&Gas, Securities CRM, MS Project, Excel, Access, SQL, FTP, ODBC, SaaS, Peachtree, Customization, Financials, SEC compliance, Audit Preparation, Contract Negotiation, NetSuite, Adobe, Sage Act!, ERP/CRM, SOX, Software Conversions, Systems Conversion, Construction Accounting, Procedure Manuals, Blackbaud, ADP Payroll, Paychex, Systems Analysis, Advisory Boards, Board Presentations, Board Leadership, Ethnography, Technical Presentations, Techmate/OpsPlus, Budgeting, Analysis, Customer Relations, Financial Analysis, Research, Non-profits, Strategic Planning, Microsoft Office, Business Analysis, Process Improvement, Problem Solving, PowerPoint
Education
Harvard University 1999 — 2000
EdM, Human Development & Psycholgy - Risk and Prevention
University of Colorado Denver 1992 — 1997
BS/BA, Information Systems
SRS/Acquiom November 2014 - August 2015
Sierra Nevada Corporation September 2013 - September 2014
Hornstein, Law, Weigand and Associates, CPA, P. C. February 2013 - September 2013
Receptions November 2012 - February 2013
PNC Bank December 2009 - September 2012
Money Mart August 2008 - September 2009
Community Trust Bank June 2007 - November 2007
Proffitts/Belk Department Store March 2004 - September 2007
Skills
Outlook, Microsoft Word, Microsoft Excel, Microsoft Office, Data Entry, Administrative..., Lotus Notes, Office Management, PowerPoint, Spreadsheets, Access
Education
Morehead State University 2004 — 2008
Bachelor's Degree, Liberal Arts and Sciences/Liberal Studies, 3.2
Ashland Community and Technical College 2002 — 2005
Associate's Degree, Liberal Arts and Sciences/Liberal Studies, 4.0
Ashland Community and Technical College 2002 — 2005
Associate's Degree, Art/Art Studies, General, 4.0
SRSAcquiom January 2015 - Present
ZOLL Medical Corporation November 2013 - August 2014
Wallstreet On Demand November 2009 - November 2013
Louisiana Tech University September 2008 - May 2009
Praeses 2008 - 2008
International Business Machines 2006 - 2007
Skills
OOP, C#, JavaScript, CSS, Web Applications, Software Development, ASP.NET MVC, Linux, jQuery, IIS, Java, Software Design, C++, Python, MVC, Service Oriented..., Django, Windows, OSX, Ubuntu, Bash, Xcode, Apache 2, Nginx, LESS, Microsoft SQL Server, WCF Services, NetSuite
Education
Louisiana Tech University 2004 — 2009
Bachelor of Science, Computer Science
SRSAcquiom October 2012 - Present
Deloitte & Touche October 2008 - October 2012
BearingPoint March 2004 - October 2008
Accenture September 2000 - March 2004
Skills
SQL, SharePoint, Requirements Gathering, IIS, Web Applications, Web Development, Knowledge Management, Project Management, HTML, Microsoft SQL Server, Business Objects, User Acceptance Testing, Project Planning, SharePoint Designer, Web Design, Knowledge Base, Content Management, Information Management, System Implementations, Systems Management, GUI development, JavaScript, CSS, Windows Server, Unit Testing, Kana IQ, NetSuite, Requirements Analysis, Enterprise Architecture, Consulting, Program Management, Business Analysis, Business Intelligence, SDLC, Integration, Software Development, CRM, Software Project..., IT Strategy
Education
University of Arizona 1996 — 1999
Bachelor of Science (BS), Management Information Systems, General
Muse Systems July 2009 - Present
SRSAcquiom August 2010 - May 2014
Design Within Reach June 2007 - February 2009
Party America, Inc. June 2005 - June 2007
Tomax Corp. 2002 - May 2005
SKINMARKET 2001 - 2002
New Media Network 2000 - 2001
Virgin Entertainment Group 1996 - 1999
Skills
Retail Technology, xTuple, POS, PostgreSQL, NetSuite, PCI DSS, JavaScript, Oracle PL/SQL..., Information Technology..., Java, Grails, Drupal, Tomax, Merchandising Systems, ERP, Accounting Systems, Oracle, Information Technology, Microsoft Dynamics, Project Planning, Store Systems, Supply Chain Management, PHP, Enterprise Architecture, Project Management, Software Implementation, Databases, Database Administration, Point of Sale, Team Leadership, PostBooks, Open Source Platforms, Human Systems..., Database Design, xTuple ERP, Sarbanes-Oxley, Accounting System, Start-ups, Business Intelligence, Integration, Professional Services, Agile Project Management, Web Applications, Enterprise Software, Business Analysis, Change Management, IT Management, Networking, Management, SaaS
Education
Berklee College of Music 1987 — 1988
University of Utah 1990 — 1993
SRSAcquiom 2014 - Present
Photobucket 2012 - 2014
Group systems November 2011 - February 2012
Lipper, A Thomson Reuters Company November 2010 - November 2011
Skills
Agile Methodologies, XML, SQL, C++, Java, JavaScript, Software Development, Scrum, Subversion, Perl, Unix, Linux, Mobile Applications, MySQL, Android
Education
University of Colorado at Denver 2009 — 2011
Master of Science (M.S.), Computer Science
University of Madras 2002 — 2006
Bachelors of Engineering, Electrical, Electronics and Communications Engineering
Prismatic Wolf Productions January 2015 - Present
SRSAcquiom July 2013 - December 2014
Brown Brothers Harriman November 2012 - July 2013
Reynolds & Reynolds September 2011 - October 2012
GoTo, Inc April 2010 - June 2010
Riccardi's Italian Restaurant April 2006 - July 2009
New Bedford Youth Soccer Association September 2003 - November 2007
Skills
Project Management, Event Planning, Advertising, Salesforce.com, PowerPoint, Social Media, Microsoft Excel, Microsoft Office, Public Speaking, Microsoft Word, Team Leadership, Google Analytics, Management, Analysis
Education
Roger Williams University 2007 — 2011
Bachelor's of Science in Business, Marketing and Finance
James Cook University 2009 — 2009
Certificate, Zoology, Animal studies, Plant Science and Project Management
SRS Acquiom August 2015 - Present
SRSAcquiom May 2013 - Present
Shareholder Representative Services May 2012 - May 2013
Shareholder Representative Services May 2011 - May 2012
Janus Capital Group September 2010 - May 2011
Janus Capital Group November 2008 - September 2010
Janus Capital October 2007 - November 2008
Auburn University August 2003 - August 2007
Skills
Investments, Account Reconciliation, Financial Analysis, Mutual Funds, Accounting, Analysis, Financial Modeling, Due Diligence, Corporate Finance, Derivatives, Equities, Netsuite, Mergers & Acquisitions, General Ledger, Strategic Financial..., Bloomberg, Management, Fund Accounting, Mergers, Asset Allocation, Series 63, Financial Reporting, Finance, KPI Reports, KPI Dashboards, Auditing, Process Improvement, Financial Statements, Leadership, Risk Management, Strategic Planning, Securities
Education
Auburn University, College of Business 2003 — 2007
Bachelor's of Science, Finance
SRSAcquiom February 2010 - Present
Cooley Godward Kronish LLP 2006 - 2010
Cravath, Swaine & Moore LLP September 2003 - May 2006
Education
Harvard Law School 2000 — 2003
JD, Law
Rice University 1996 — 2000
BA, Economics, Political Science