Standard & Poor's Vista Research
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Standard & Poor's Vista Research Employees
Employee
Years
Job
Industry
Charles Zodda Charles Zodda's Standard & Poor's Vista Research Experience January 2008 - August 2008
Job Partner at Armstrong Advisory Group
Industry Market Research
Experience
Armstrong Advisory Group November 2009 - Present
Securities America, Inc. Member FINRA/SIPC January 2010 - Present
Standard & Poor's Vista Research January 2008 - August 2008
PAGS Companies June 2006 - October 2007
Skills
Series 7, FINRA
Education
Dartmouth College 2005 — 2009
BA, History
Armstrong Advisory Group November 2009 - Present
Securities America, Inc. Member FINRA/SIPC January 2010 - Present
Standard & Poor's Vista Research January 2008 - August 2008
PAGS Companies June 2006 - October 2007
Skills
Series 7, FINRA
Education
Dartmouth College 2005 — 2009
BA, History
Emily Krusz Emily Krusz's Standard & Poor's Vista Research Experience June 2008 - August 2008
Job Nonprofit, Retail & Hospitality Professional | Creative SelfStarter | Human Rights & Travel Enthusiast
Industry Nonprofit Organization Management
Experience
Year Abroad March 2014 - March 2015
The Connors Family Office July 2010 - January 2014
The Connors Family Office March 2009 - July 2010
Greenpeace September 2008 - December 2008
Standard & Poor's Vista Research June 2008 - August 2008
Smith & Hawken November 2005 - January 2008
Skills
Event Planning, Non-profits, Microsoft Excel, Retail, Fundraising, Social Media, Press Releases, PowerPoint, Public Relations, Outlook, Editing, Research, Nonprofits, Customer Service, Community Outreach, Newsletters
Education
Boston College 2006 — 2010
Bachelor’s Degree, Marketing (BS) & Philosophy (BA)
The Ursuline School 2002 — 2006
High School
Year Abroad March 2014 - March 2015
The Connors Family Office July 2010 - January 2014
The Connors Family Office March 2009 - July 2010
Greenpeace September 2008 - December 2008
Standard & Poor's Vista Research June 2008 - August 2008
Smith & Hawken November 2005 - January 2008
Skills
Event Planning, Non-profits, Microsoft Excel, Retail, Fundraising, Social Media, Press Releases, PowerPoint, Public Relations, Outlook, Editing, Research, Nonprofits, Customer Service, Community Outreach, Newsletters
Education
Boston College 2006 — 2010
Bachelor’s Degree, Marketing (BS) & Philosophy (BA)
The Ursuline School 2002 — 2006
High School
Stuart Foisy Stuart Foisy's Standard & Poor's Vista Research Experience 2005 - 2007
Job Mrkt Strategy | Digital & Traditional Mrkting Solutions | Organizational Leadership | eCRM Strategy | Biz Dev |
Industry Financial Services
Experience
Hurley Advisors September 2008 - June 2014
Merriman Curhan Ford & Co - Panel Intelligence (MedPanel LLC) May 2007 - August 2008
Standard & Poor's Vista Research 2005 - 2007
Merrill Lynch April 2004 - August 2005
Team Marketing USA September 2002 - March 2004
Anheuser-Busch InBev 2001 - 2002
Skills
Strategy, Salesforce.com, Business Development, Market Analysis, New Business Development, CRM, Strategic Planning, Sales, Venture Capital, Contract Negotiation, Management, Marketing, Financial Services, Asset Management, Leadership, Marketing Strategy, Hedge Funds, Private Equity, Selling, Market Research, Finance, Forecasting, Email Marketing, Strategic Partnerships, Account Management, Team Leadership, Negotiation, Product Development, Investments, Portfolio Management, Valuation, Competitive Analysis, Mergers & Acquisitions, Entrepreneurship, Executive Management, Key Account Management, Team Building, Business Planning, Sales Management, Operations Management, Series 7, Business Strategy, Financial Analysis, Recruiting, Consultative Selling, Customer Relations, Contract Negotiations, Process Engineering, Brand Management
Education
Fordham University - Graduate School of Business Administration
MBA, Business, Management, Marketing, and Related Support Services
State University of New York College at Plattsburgh
Bachelors of Science, Marketing and Economics
Hurley Advisors September 2008 - June 2014
Merriman Curhan Ford & Co - Panel Intelligence (MedPanel LLC) May 2007 - August 2008
Standard & Poor's Vista Research 2005 - 2007
Merrill Lynch April 2004 - August 2005
Team Marketing USA September 2002 - March 2004
Anheuser-Busch InBev 2001 - 2002
Skills
Strategy, Salesforce.com, Business Development, Market Analysis, New Business Development, CRM, Strategic Planning, Sales, Venture Capital, Contract Negotiation, Management, Marketing, Financial Services, Asset Management, Leadership, Marketing Strategy, Hedge Funds, Private Equity, Selling, Market Research, Finance, Forecasting, Email Marketing, Strategic Partnerships, Account Management, Team Leadership, Negotiation, Product Development, Investments, Portfolio Management, Valuation, Competitive Analysis, Mergers & Acquisitions, Entrepreneurship, Executive Management, Key Account Management, Team Building, Business Planning, Sales Management, Operations Management, Series 7, Business Strategy, Financial Analysis, Recruiting, Consultative Selling, Customer Relations, Contract Negotiations, Process Engineering, Brand Management
Education
Fordham University - Graduate School of Business Administration
MBA, Business, Management, Marketing, and Related Support Services
State University of New York College at Plattsburgh
Bachelors of Science, Marketing and Economics
Wei Guan Wei Guan's Standard & Poor's Vista Research Experience November 2006 - August 2007
Job Master Principal Sales Consultant
Industry Computer Software
Experience
Oracle October 2014 - Present
salesforce.com March 2013 - October 2014
Bridgewater Associates September 2012 - March 2013
Barclays Capital June 2010 - September 2012
Fortress Investment Group June 2009 - June 2010
D.B. Zwirn September 2007 - May 2009
Everfusion Corporation February 2005 - September 2007
TIAA-CREF May 2007 - August 2007
Standard & Poor's Vista Research November 2006 - August 2007
JP Morgan Chase February 2006 - August 2007
Skills
SOA, Agile Methodologies, Software Project..., Java Enterprise Edition, Software Development, Oracle, Enterprise Architecture, Integration, Change Management, Web Services, SDLC, Software Design, Weblogic, Cloud Computing, Valuation, Architecture, Java, Risk Management, Telecommunications, SharePoint, Strategy, Business Intelligence, Project Management, Data Warehousing, SaaS, IT Strategy, Management, Unix, Enterprise Software, Vendor Management, C#, Business Analysis, Databases, ITIL, Agile Project Management, System Architecture, EAI, Application Architecture, Start-ups, Security, IT Management, JavaScript, Salesforce.com, Design Patterns, Solution Architecture, Performance Tuning, Business Process Design, Requirements Analysis, Analysis
Education
Georgia Institute of Technology 1993 — 1995
MS, Electrical Engineering
Georgia Institute of Technology 1993 — 1995
MS, Computer Science
University of Science and Technology of China 1987 — 1992
BS, Electrical Engineering
Oracle October 2014 - Present
salesforce.com March 2013 - October 2014
Bridgewater Associates September 2012 - March 2013
Barclays Capital June 2010 - September 2012
Fortress Investment Group June 2009 - June 2010
D.B. Zwirn September 2007 - May 2009
Everfusion Corporation February 2005 - September 2007
TIAA-CREF May 2007 - August 2007
Standard & Poor's Vista Research November 2006 - August 2007
JP Morgan Chase February 2006 - August 2007
Skills
SOA, Agile Methodologies, Software Project..., Java Enterprise Edition, Software Development, Oracle, Enterprise Architecture, Integration, Change Management, Web Services, SDLC, Software Design, Weblogic, Cloud Computing, Valuation, Architecture, Java, Risk Management, Telecommunications, SharePoint, Strategy, Business Intelligence, Project Management, Data Warehousing, SaaS, IT Strategy, Management, Unix, Enterprise Software, Vendor Management, C#, Business Analysis, Databases, ITIL, Agile Project Management, System Architecture, EAI, Application Architecture, Start-ups, Security, IT Management, JavaScript, Salesforce.com, Design Patterns, Solution Architecture, Performance Tuning, Business Process Design, Requirements Analysis, Analysis
Education
Georgia Institute of Technology 1993 — 1995
MS, Electrical Engineering
Georgia Institute of Technology 1993 — 1995
MS, Computer Science
University of Science and Technology of China 1987 — 1992
BS, Electrical Engineering
Ginny Glenn's Standard & Poor's Vista Research Experience 2007 - 2008
Job Global Manager of Innovation, Connections at AnheuserBusch InBev
Industry Consumer Goods
Experience
Johnson & Johnson June 2014 - August 2014
Fitch Ratings 2013 - 2013
Fitch Ratings 2011 - 2012
Fitch Ratings 2010 - 2010
Clinton Foundation 2009 - 2009
Standard & Poor's Vista Research 2007 - 2008
Education
MIT Sloan School of Management 2013 — 2015
Master of Business Administration (MBA)
NYU Wagner School of Public Service 2009 — 2011
Master of Public Administration (M.P.A.)
Williams College 2003 — 2007
Bachelor of Arts (B.A.)
Pembroke Hill 1990 — 2003
Johnson & Johnson June 2014 - August 2014
Fitch Ratings 2013 - 2013
Fitch Ratings 2011 - 2012
Fitch Ratings 2010 - 2010
Clinton Foundation 2009 - 2009
Standard & Poor's Vista Research 2007 - 2008
Education
MIT Sloan School of Management 2013 — 2015
Master of Business Administration (MBA)
NYU Wagner School of Public Service 2009 — 2011
Master of Public Administration (M.P.A.)
Williams College 2003 — 2007
Bachelor of Arts (B.A.)
Pembroke Hill 1990 — 2003
Steve Queroli's Standard & Poor's Vista Research Experience 2007 - May 2009
Job Entrepreneur and Technology Management Leader
Industry Information Technology and Services
Experience
McGraw Hill Financial January 2012 - Present
HudsonIT, LLC June 1998 - January 2012
RiverPark Research 2009 - December 2011
Standard & Poor's Vista Research 2007 - May 2009
NetworkOSS, Inc 1999 - 2002
Beechwood Data Systems/Cap Gemini 1993 - 1998
Cap Gemini Ernst & Young 1993 - 1998
Teknekron / IEX Corporation 1986 - 1993
AT&T Bell Laboratories 1981 - 1986
Skills
Telecommunications, Management, SDLC, Start-ups, Vendor Management, Professional Services, Solution Architecture, Governance, IT Strategy, Outsourcing, Software Project..., PMO, Enterprise Architecture, Venture Capital, Public Speaking, Strategy, Project Portfolio..., Product Management, Executive Management, Integration, Program Management, Business Strategy, Agile Methodologies
Education
Stevens Institute of Technology 1981 — 1983
Master of Science (MS), Computer Science
Stevens Institute of Technology
BS, Systems Planning and Management
McGraw Hill Financial January 2012 - Present
HudsonIT, LLC June 1998 - January 2012
RiverPark Research 2009 - December 2011
Standard & Poor's Vista Research 2007 - May 2009
NetworkOSS, Inc 1999 - 2002
Beechwood Data Systems/Cap Gemini 1993 - 1998
Cap Gemini Ernst & Young 1993 - 1998
Teknekron / IEX Corporation 1986 - 1993
AT&T Bell Laboratories 1981 - 1986
Skills
Telecommunications, Management, SDLC, Start-ups, Vendor Management, Professional Services, Solution Architecture, Governance, IT Strategy, Outsourcing, Software Project..., PMO, Enterprise Architecture, Venture Capital, Public Speaking, Strategy, Project Portfolio..., Product Management, Executive Management, Integration, Program Management, Business Strategy, Agile Methodologies
Education
Stevens Institute of Technology 1981 — 1983
Master of Science (MS), Computer Science
Stevens Institute of Technology
BS, Systems Planning and Management
Troy Lavinia's Standard & Poor's Vista Research Experience 2006 - 2007
Job Entrepreneur, Founder and CEO at Mosaic Research Management, LLC
Industry Research
Experience
Mosaic Research Management, LLC 2010 - Present
Elliott Management July 2008 - June 2010
Two Sigma Investments 2007 - 2008
Standard & Poor's Vista Research 2006 - 2007
Skills
Software Development, CRM, Start-ups, Management, Leadership, Business Development, Entrepreneurship, Product Management, Business Strategy, Strategy, Sales, Cloud Computing, Mobile Devices, Management Consulting, E-commerce, Product Development, Business Intelligence, Project Management, SaaS, Business Analysis, Program Management, Strategic Partnerships, Networking, Uniform Combined State..., Analytics, Enterprise Software, Asset Managment, HTML, Venture Capital, Security, Series 7, Mergers, SEO, Due Diligence, Strategic Planning, IT Strategy, Financial Analysis, Team Leadership, Process Improvement, Lead Generation, Consulting, International Business, Product Marketing, Market Research, Marketing Strategy, Market Analysis
Education
University of Pennsylvania - The Wharton School
Bachelor of Science, Economics
Mosaic Research Management, LLC 2010 - Present
Elliott Management July 2008 - June 2010
Two Sigma Investments 2007 - 2008
Standard & Poor's Vista Research 2006 - 2007
Skills
Software Development, CRM, Start-ups, Management, Leadership, Business Development, Entrepreneurship, Product Management, Business Strategy, Strategy, Sales, Cloud Computing, Mobile Devices, Management Consulting, E-commerce, Product Development, Business Intelligence, Project Management, SaaS, Business Analysis, Program Management, Strategic Partnerships, Networking, Uniform Combined State..., Analytics, Enterprise Software, Asset Managment, HTML, Venture Capital, Security, Series 7, Mergers, SEO, Due Diligence, Strategic Planning, IT Strategy, Financial Analysis, Team Leadership, Process Improvement, Lead Generation, Consulting, International Business, Product Marketing, Market Research, Marketing Strategy, Market Analysis
Education
University of Pennsylvania - The Wharton School
Bachelor of Science, Economics
Alexander Sotiriou's Standard & Poor's Vista Research Experience July 2007 - May 2008
Job Regional Consultant at New York Life & MainStay Investments External Wholesaler
Industry Financial Services
Experience
New York Life & MainStay Investments June 2012 - Present
Wasserman Media Group June 2008 - May 2012
Standard & Poor's Vista Research July 2007 - May 2008
Morgan Stanley June 2006 - August 2006
Skills
Investments, Mutual Funds, Relationship Management, Social Media, Financial Services, Analytics, Customer Service, Fixed Income, Income, Management, Marketing Strategy, Public Speaking, Securities, Technology, Series 7, Series 63, Series 65, Life & Health Insurance..., Business Development, Finance, Private Equity, Sales, Venture Capital, Wealth Management
Education
Emory University 2003 — 2007
BA, Economics, Financial Economics Concentration
New York Life & MainStay Investments June 2012 - Present
Wasserman Media Group June 2008 - May 2012
Standard & Poor's Vista Research July 2007 - May 2008
Morgan Stanley June 2006 - August 2006
Skills
Investments, Mutual Funds, Relationship Management, Social Media, Financial Services, Analytics, Customer Service, Fixed Income, Income, Management, Marketing Strategy, Public Speaking, Securities, Technology, Series 7, Series 63, Series 65, Life & Health Insurance..., Business Development, Finance, Private Equity, Sales, Venture Capital, Wealth Management
Education
Emory University 2003 — 2007
BA, Economics, Financial Economics Concentration
David Putney's Standard & Poor's Vista Research Experience January 2008 - March 2008
Job Senior Director & Chief Scrum Master at MicroStrategy
Industry Computer Software
Experience
MicroStrategy, Usher Security April 2015 - Present
MicroStrategy, Usher Security October 2013 - March 2015
MicroStrategy February 2012 - October 2013
MicroStrategy July 2010 - February 2012
Dartmouth College Government Department July 2009 - August 2009
Standard & Poor's Vista Research January 2008 - March 2008
Skills
International Relations, Data Analysis, Management, Business Strategy, Research, Mobile Devices, Analytics, Software Development, Start-ups, SaaS, Cloud Computing, Enterprise Software, Agile Methodologies, Scrum
Education
Dartmouth College 2006 — 2010
B.A., Government (International Relations)
Tuck School of Business at Dartmouth Bridge Program
Accounting, Corporate Finance, MicroEconomics, Marketing, Strategy, Business Ethics
University of Otago
MicroStrategy, Usher Security April 2015 - Present
MicroStrategy, Usher Security October 2013 - March 2015
MicroStrategy February 2012 - October 2013
MicroStrategy July 2010 - February 2012
Dartmouth College Government Department July 2009 - August 2009
Standard & Poor's Vista Research January 2008 - March 2008
Skills
International Relations, Data Analysis, Management, Business Strategy, Research, Mobile Devices, Analytics, Software Development, Start-ups, SaaS, Cloud Computing, Enterprise Software, Agile Methodologies, Scrum
Education
Dartmouth College 2006 — 2010
B.A., Government (International Relations)
Tuck School of Business at Dartmouth Bridge Program
Accounting, Corporate Finance, MicroEconomics, Marketing, Strategy, Business Ethics
University of Otago
Caitlin Mathews's Standard & Poor's Vista Research Experience January 2008 - Present
Job .
Industry Research
Experience
Standard & Poor's Vista Research January 2008 - Present
Skills
Start-ups, Equity Research, Financial Modeling, Due Diligence, Competitive Analysis, Strategy, Valuation, Private Equity, Analysis, Cross-functional Team..., Research
Education
New York University 2005 — 2009
Standard & Poor's Vista Research January 2008 - Present
Skills
Start-ups, Equity Research, Financial Modeling, Due Diligence, Competitive Analysis, Strategy, Valuation, Private Equity, Analysis, Cross-functional Team..., Research
Education
New York University 2005 — 2009
Matthew Fitzgerald's Standard & Poor's Vista Research Experience June 2005 - September 2006
Job Vice President, Marketing at HelloFresh USA
Industry Marketing and Advertising
Experience
HelloFresh USA October 2014 - Present
J. Walter Thompson September 2012 - October 2014
PepsiCo June 2011 - August 2011
Cool Beans September 2006 - September 2010
Standard & Poor's Vista Research June 2005 - September 2006
Skills
Analytics, Business Strategy, Competitive Analysis, Cross-functional Team..., Digital Marketing, Customer Insight, Digital Strategy, Market Research, Leadership, Financial Modeling, Marketing, Marketing Strategy, Pricing, Online Advertising, Product Development, Program Management, Retail, Public Relations, Segmentation, Social Media, Social Media Marketing, Start-ups, Strategy, Supply Chain
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA, Marketing, Finance, Accounting
Princeton University 2001 — 2005
BA, History
HelloFresh USA October 2014 - Present
J. Walter Thompson September 2012 - October 2014
PepsiCo June 2011 - August 2011
Cool Beans September 2006 - September 2010
Standard & Poor's Vista Research June 2005 - September 2006
Skills
Analytics, Business Strategy, Competitive Analysis, Cross-functional Team..., Digital Marketing, Customer Insight, Digital Strategy, Market Research, Leadership, Financial Modeling, Marketing, Marketing Strategy, Pricing, Online Advertising, Product Development, Program Management, Retail, Public Relations, Segmentation, Social Media, Social Media Marketing, Start-ups, Strategy, Supply Chain
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA, Marketing, Finance, Accounting
Princeton University 2001 — 2005
BA, History
Ian Montgomery's Standard & Poor's Vista Research Experience June 2008 - August 2008
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2011 - Present
KCIC, LLC August 2009 - January 2011
Standard & Poor's Vista Research June 2008 - August 2008
Education
University of Richmond 2005 — 2009
BS, Mathematical Economics
Merrill Lynch April 2011 - Present
KCIC, LLC August 2009 - January 2011
Standard & Poor's Vista Research June 2008 - August 2008
Education
University of Richmond 2005 — 2009
BS, Mathematical Economics