SunGard Advisor Technologies
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SunGard Advisor Technologies Employees
Employee
Years
Job
Industry
Jennifer Valdez Jennifer Valdez's SunGard Advisor Technologies Experience June 2003 - August 2008
Job Senior Vice President, Sales and Account Management at SunGard
Industry Financial Services
Experience
SunGard January 2014 - Present
SunGard September 2012 - January 2014
SunGard August 2008 - August 2012
SunGard Advisor Technologies June 2003 - August 2008
London Pacific Advisors May 1999 - June 2003
Franklin Templeton June 1994 - May 1999
Skills
Product Management, Financial Services, Investments, Product Marketing, SaaS, Wealth Management, Investment Management, Business Analysis, Marketing, Requirements Analysis, Program Management, Cross-functional Team..., IT Strategy, Business Development, Strategic Financial..., Retirement, Marketing Strategy, Project Planning, CRM, Strategic Partnerships, Banking, Salesforce.com, Vendor Management, Integration, New Business Development, Sales, Project Management, Portfolio Management, Business Strategy, Insurance, Strategy, Strategic Planning, Management, Executive Management, Risk Management, Mergers & Acquisitions, Professional Services, Start-ups, Enterprise Software, Management Consulting, Process Improvement, Solution Selling, Business Process..., Outsourcing, Leadership, Relationship Management, Thought Leadership, Analytics, Securities, Cloud Computing
Education
California Polytechnic State University-San Luis Obispo 1991 — 1994
Bachelor of Science, Business Administration - Finance
SunGard January 2014 - Present
SunGard September 2012 - January 2014
SunGard August 2008 - August 2012
SunGard Advisor Technologies June 2003 - August 2008
London Pacific Advisors May 1999 - June 2003
Franklin Templeton June 1994 - May 1999
Skills
Product Management, Financial Services, Investments, Product Marketing, SaaS, Wealth Management, Investment Management, Business Analysis, Marketing, Requirements Analysis, Program Management, Cross-functional Team..., IT Strategy, Business Development, Strategic Financial..., Retirement, Marketing Strategy, Project Planning, CRM, Strategic Partnerships, Banking, Salesforce.com, Vendor Management, Integration, New Business Development, Sales, Project Management, Portfolio Management, Business Strategy, Insurance, Strategy, Strategic Planning, Management, Executive Management, Risk Management, Mergers & Acquisitions, Professional Services, Start-ups, Enterprise Software, Management Consulting, Process Improvement, Solution Selling, Business Process..., Outsourcing, Leadership, Relationship Management, Thought Leadership, Analytics, Securities, Cloud Computing
Education
California Polytechnic State University-San Luis Obispo 1991 — 1994
Bachelor of Science, Business Administration - Finance
Curtiss Pflager Curtiss Pflager's SunGard Advisor Technologies Experience June 2000 - February 2004
Job Database Developer at Ten2Eleven Business Solutions
Industry Computer Software
Experience
Ten2Eleven Business Solutions January 2014 - Present
LexisNexis December 2007 - January 2014
CloverLeaf Solutions, Inc February 2006 - October 2007
Rytiss Technologies October 2004 - January 2006
Sapphire Technologies February 2004 - September 2004
SunGard Advisor Technologies June 2000 - February 2004
Project Arena February 2001 - May 2001
CSUS Foundation April 1997 - June 2000
Skills
Java Enterprise Edition, SQL, XML, Tomcat, Java, JavaScript, Unix, Linux, Software Development, AJAX, JBoss Application Server, Servlets, Web Applications, Databases, Programming, Weblogic, Subversion, Ant, Maven, Struts, HTML, Perl, PHP, Sybase, Oracle
Education
California State University-Sacramento 1996 — 2000
Bachelor of Arts in Mathematics and Statistics
Ten2Eleven Business Solutions January 2014 - Present
LexisNexis December 2007 - January 2014
CloverLeaf Solutions, Inc February 2006 - October 2007
Rytiss Technologies October 2004 - January 2006
Sapphire Technologies February 2004 - September 2004
SunGard Advisor Technologies June 2000 - February 2004
Project Arena February 2001 - May 2001
CSUS Foundation April 1997 - June 2000
Skills
Java Enterprise Edition, SQL, XML, Tomcat, Java, JavaScript, Unix, Linux, Software Development, AJAX, JBoss Application Server, Servlets, Web Applications, Databases, Programming, Weblogic, Subversion, Ant, Maven, Struts, HTML, Perl, PHP, Sybase, Oracle
Education
California State University-Sacramento 1996 — 2000
Bachelor of Arts in Mathematics and Statistics
Ron Chavez Ron Chavez's SunGard Advisor Technologies Experience June 2003 - August 2008
Job Investment Officer at CalPERS
Industry Financial Services
Experience
CalPERS May 2013 - Present
FolioDynamix August 2008 - May 2013
SunGard Advisor Technologies June 2003 - August 2008
London Pacific Advisors June 2000 - June 2003
SAI Financial Advisors 1997 - 2000
Lexington Capital Management 1992 - 1997
Skills
Fixed Income, Mutual Funds, Equities, Hedge Funds, Asset Managment, Portfolio Management, Investments, Wealth Management, Due Diligence, Financial Services, Asset Allocation, Investment Management, Investment Advisory, Investment Strategies, ETFs, RIA Compliance, Separately Managed..., 401k, Asset Management, Alternative Investments
Education
California State University-Sacramento 1995 — 1997
MBA, Finance
California State University-Sacramento 1990 — 1994
B.S., Finance
CalPERS May 2013 - Present
FolioDynamix August 2008 - May 2013
SunGard Advisor Technologies June 2003 - August 2008
London Pacific Advisors June 2000 - June 2003
SAI Financial Advisors 1997 - 2000
Lexington Capital Management 1992 - 1997
Skills
Fixed Income, Mutual Funds, Equities, Hedge Funds, Asset Managment, Portfolio Management, Investments, Wealth Management, Due Diligence, Financial Services, Asset Allocation, Investment Management, Investment Advisory, Investment Strategies, ETFs, RIA Compliance, Separately Managed..., 401k, Asset Management, Alternative Investments
Education
California State University-Sacramento 1995 — 1997
MBA, Finance
California State University-Sacramento 1990 — 1994
B.S., Finance
Monica Bastien Monica Bastien's SunGard Advisor Technologies Experience 2001 - 2004
Job
Industry Defense & Space
Experience
Aerojet June 2004 - Present
Sungard Advisor Technologies 2001 - 2004
Valley Media 1999 - 2001
Coopers & Lybrand 1996 - 1999
PricewaterhouseCoopers LLP January 1995 - 1999
Skills
Accounting, Auditing, Financial Analysis, Accounts Payable, SEC filings, Business Systems..., Software Project..., Cross-functional Team..., Internal Audit, Financial Reporting, Process Improvement
Education
California State University-Sacramento 1992 — 1994
BS, Accountancy
St. Bernards HS
Aerojet June 2004 - Present
Sungard Advisor Technologies 2001 - 2004
Valley Media 1999 - 2001
Coopers & Lybrand 1996 - 1999
PricewaterhouseCoopers LLP January 1995 - 1999
Skills
Accounting, Auditing, Financial Analysis, Accounts Payable, SEC filings, Business Systems..., Software Project..., Cross-functional Team..., Internal Audit, Financial Reporting, Process Improvement
Education
California State University-Sacramento 1992 — 1994
BS, Accountancy
St. Bernards HS
Terri Tatge Terri Tatge's SunGard Advisor Technologies Experience June 2003 - December 2006
Job Human Resource Manager at Folio Dynamics, Inc.
Industry Human Resources
Experience
Folio Dynamics, Inc. December 2012 - Present
SunEdison June 2007 - July 2012
SunGard Advisor Technologies June 2003 - December 2006
London Pacific Advisors, Inc. September 1996 - June 2003
Lexington Capital Management, Inc. 1985 - 1996
Skills
HRIS, Talent Acquisition, Talent Management, Employee Relations, Human Resources, Performance Management, Personnel Management, Workforce Planning, Applicant Tracking..., Recruiting, ADP Payroll, Organizational..., Strategic Planning, Deferred Compensation, Onboarding, Employee Engagement, Interviews, Technical Recruiting, Employment Law, Sourcing, Succession Planning, Employee Benefits
Education
American River College 1980 — 1982
Interior Design/Business
Sacramento City College 1972 — 1974
AA, Early Childhood Education
HR Certification Institute
PHR CERT, Human Resources
Folio Dynamics, Inc. December 2012 - Present
SunEdison June 2007 - July 2012
SunGard Advisor Technologies June 2003 - December 2006
London Pacific Advisors, Inc. September 1996 - June 2003
Lexington Capital Management, Inc. 1985 - 1996
Skills
HRIS, Talent Acquisition, Talent Management, Employee Relations, Human Resources, Performance Management, Personnel Management, Workforce Planning, Applicant Tracking..., Recruiting, ADP Payroll, Organizational..., Strategic Planning, Deferred Compensation, Onboarding, Employee Engagement, Interviews, Technical Recruiting, Employment Law, Sourcing, Succession Planning, Employee Benefits
Education
American River College 1980 — 1982
Interior Design/Business
Sacramento City College 1972 — 1974
AA, Early Childhood Education
HR Certification Institute
PHR CERT, Human Resources
Kevin Garrow's SunGard Advisor Technologies Experience 2005 - 2007
Job Vice President at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase August 2011 - Present
SunGard Advisor Technologies 2005 - 2007
Curian Capital May 2002 - December 2004
KPMG Consulting, LLP May 1998 - June 2000
First Union Capital Markets Corp. March 1994 - May 1997
American National Bank/First Chicago Corporation August 1988 - March 1994
Skills
Fixed Income, Capital Markets, Credit Derivatives, Banking, Series 7, Series 63, Alternative Investments, Mutual Funds, Asset Managment, Wealth Management, Investments, Securities, Equities, Financial Services, Portfolio Management
Education
University of Wisconsin-Madison - School of Business 1984 — 1986
MBA
University of Minnesota-Twin Cities 1978 — 1982
BA, Liberal Arts and Sciences
JPMorgan Chase August 2011 - Present
SunGard Advisor Technologies 2005 - 2007
Curian Capital May 2002 - December 2004
KPMG Consulting, LLP May 1998 - June 2000
First Union Capital Markets Corp. March 1994 - May 1997
American National Bank/First Chicago Corporation August 1988 - March 1994
Skills
Fixed Income, Capital Markets, Credit Derivatives, Banking, Series 7, Series 63, Alternative Investments, Mutual Funds, Asset Managment, Wealth Management, Investments, Securities, Equities, Financial Services, Portfolio Management
Education
University of Wisconsin-Madison - School of Business 1984 — 1986
MBA
University of Minnesota-Twin Cities 1978 — 1982
BA, Liberal Arts and Sciences
Don Kuo's SunGard Advisor Technologies Experience January 2004 - February 2005
Job Portfolio Manager at WCM Investment Management
Industry Investment Management
Experience
WCM Investment Management 2005 - Present
SunGard Advisor Technologies January 2004 - February 2005
Engemann Asset Management January 2000 - January 2004
Skills
Portfolio Management, Asset Allocation, Asset Management, Investment Strategies, Investments, Equity Research, Fixed Income, Wealth Management, Bonds, Mutual Funds, Bloomberg, Securities, Valuation, Financial Analysis, Alternative Investments, Hedge Funds, Bloomberg Terminal, Investment Advisory, Derivatives
Education
University of Missouri-Kansas City 1997 — 1999
M.B.A., Finance
The University of Kansas 1992 — 1996
B.S., Cellular Biology
WCM Investment Management 2005 - Present
SunGard Advisor Technologies January 2004 - February 2005
Engemann Asset Management January 2000 - January 2004
Skills
Portfolio Management, Asset Allocation, Asset Management, Investment Strategies, Investments, Equity Research, Fixed Income, Wealth Management, Bonds, Mutual Funds, Bloomberg, Securities, Valuation, Financial Analysis, Alternative Investments, Hedge Funds, Bloomberg Terminal, Investment Advisory, Derivatives
Education
University of Missouri-Kansas City 1997 — 1999
M.B.A., Finance
The University of Kansas 1992 — 1996
B.S., Cellular Biology
Srinivasa Villuri,PMP's SunGard Advisor Technologies Experience February 2004 - June 2004
Job Application Developer Sr at Corelogic
Industry Computer Software
Experience
Corelogic November 2014 - Present
Jai Sai Technologies, LLC May 2007 - Present
Department of Child Support Services June 2012 - November 2014
MAXIMUS November 2011 - May 2012
Healthnet Federal Services September 2010 - October 2011
CGI June 2007 - September 2010
Dynamic Staffing August 2004 - May 2007
Sungard Advisor Technologies February 2004 - June 2004
Metavante 2003 - 2004
Unify 1998 - 2003
Skills
SQL, XML, SDLC, Web Services, Requirements Analysis, Java, Agile Methodologies, Spring Framework, Integration, Software Development
Education
Andhra University 1994 — 1996
Master's degree, Computer Science
National Institute of Technology Warangal 1990 — 1994
Computer Sc
Corelogic November 2014 - Present
Jai Sai Technologies, LLC May 2007 - Present
Department of Child Support Services June 2012 - November 2014
MAXIMUS November 2011 - May 2012
Healthnet Federal Services September 2010 - October 2011
CGI June 2007 - September 2010
Dynamic Staffing August 2004 - May 2007
Sungard Advisor Technologies February 2004 - June 2004
Metavante 2003 - 2004
Unify 1998 - 2003
Skills
SQL, XML, SDLC, Web Services, Requirements Analysis, Java, Agile Methodologies, Spring Framework, Integration, Software Development
Education
Andhra University 1994 — 1996
Master's degree, Computer Science
National Institute of Technology Warangal 1990 — 1994
Computer Sc
Roy Clothier, CFA's SunGard Advisor Technologies Experience April 2002 - February 2007
Job Investment Officer at CalSTRS
Industry Investment Management
Experience
CalSTRS February 2007 - Present
SunGard Advisor Technologies April 2002 - February 2007
Safeco 1991 - 2001
Security Pacific Bank 1989 - 1991
Skills
Fixed Income, Quantitative Finance, Public Speaking, Portfolio Management, Investments, Analysis, Investment Management, Credit, Equities, Alternative Investments, Asset Allocation, Asset Managment, Microsoft Office, Financial Analysis, Risk Management, 401k, Investment Strategies, Strategic Financial..., Portfolio Optimization, Structured Finance, Valuation, Bonds, Bloomberg, Mutual Funds, Asset Management, Hedge Funds
Education
City University of Seattle 1989 — 1991
Masters, Financial Management
University of Washington 1981 — 1985
B.A., Finance and Quantitative Methods
Mariner High School
CalSTRS February 2007 - Present
SunGard Advisor Technologies April 2002 - February 2007
Safeco 1991 - 2001
Security Pacific Bank 1989 - 1991
Skills
Fixed Income, Quantitative Finance, Public Speaking, Portfolio Management, Investments, Analysis, Investment Management, Credit, Equities, Alternative Investments, Asset Allocation, Asset Managment, Microsoft Office, Financial Analysis, Risk Management, 401k, Investment Strategies, Strategic Financial..., Portfolio Optimization, Structured Finance, Valuation, Bonds, Bloomberg, Mutual Funds, Asset Management, Hedge Funds
Education
City University of Seattle 1989 — 1991
Masters, Financial Management
University of Washington 1981 — 1985
B.A., Finance and Quantitative Methods
Mariner High School
Dianna Zentner's SunGard Advisor Technologies Experience 1997 - 2005
Job Investment Management Professional
Industry Investment Management
Experience
Self Employed March 2012 - Present
Russell Investments July 2005 - March 2012
SunGard Advisor Technologies 1997 - 2005
Page Mill Asset Management 1991 - 1995
Skills
Investment Strategies, Portfolio Management, Due Diligence, Financial Services, Alternative Investments, Asset Managment, Investments, Asset Allocation, Hedge Funds, Risk Management, Fixed Income, Wealth Management, Equities, Investment Management, Mutual Funds, Investment Advisory, Trading, Retirement, Bloomberg, Securities
Education
Saint Mary's College of California 1995 — 1996
BA, Business Management
Self Employed March 2012 - Present
Russell Investments July 2005 - March 2012
SunGard Advisor Technologies 1997 - 2005
Page Mill Asset Management 1991 - 1995
Skills
Investment Strategies, Portfolio Management, Due Diligence, Financial Services, Alternative Investments, Asset Managment, Investments, Asset Allocation, Hedge Funds, Risk Management, Fixed Income, Wealth Management, Equities, Investment Management, Mutual Funds, Investment Advisory, Trading, Retirement, Bloomberg, Securities
Education
Saint Mary's College of California 1995 — 1996
BA, Business Management
Sean Bowman's SunGard Advisor Technologies Experience February 1997 - October 2005
Job Solutions Architect at Health Net
Industry Health, Wellness and Fitness
Experience
Health Net April 2013 - Present
Health Net May 2008 - April 2013
Blue Shield of California October 2007 - April 2008
Health Net October 2005 - October 2007
SunGard Advisor Technologies February 1997 - October 2005
Skills
SDLC, Requirements Gathering, Business Analysis, Business Requirements, Requirements Analysis, Testing, Project Management, User Acceptance Testing, Software Documentation, Systems Analysis, Vendor Management, Integration, PMP, Software Project..., Taekwondo
Education
California State University-Sacramento 1992 — 1996
Bachelor's degree, Business Administration, Finance
Health Net April 2013 - Present
Health Net May 2008 - April 2013
Blue Shield of California October 2007 - April 2008
Health Net October 2005 - October 2007
SunGard Advisor Technologies February 1997 - October 2005
Skills
SDLC, Requirements Gathering, Business Analysis, Business Requirements, Requirements Analysis, Testing, Project Management, User Acceptance Testing, Software Documentation, Systems Analysis, Vendor Management, Integration, PMP, Software Project..., Taekwondo
Education
California State University-Sacramento 1992 — 1996
Bachelor's degree, Business Administration, Finance
Nathan Zentner's SunGard Advisor Technologies Experience February 2000 - November 2002
Job Principal Consultant
Industry Information Technology and Services
Experience
Oracle October 2011 - Present
Pacific Coast Building Products April 2003 - September 2009
SunGard Advisor Technologies February 2000 - November 2002
CalPERS February 1998 - February 2000
Skills
Web Services, Java Enterprise Edition, Oracle, Tomcat, PL/SQL, Java, JSP, SQL, Microsoft SQL Server, Unix, Weblogic, Perl, Databases, Linux, CSS, Servlets, JMS, EJB, JDBC, T-SQL
Education
California State University-Sacramento 1988 — 1990
MIS
Oracle October 2011 - Present
Pacific Coast Building Products April 2003 - September 2009
SunGard Advisor Technologies February 2000 - November 2002
CalPERS February 1998 - February 2000
Skills
Web Services, Java Enterprise Edition, Oracle, Tomcat, PL/SQL, Java, JSP, SQL, Microsoft SQL Server, Unix, Weblogic, Perl, Databases, Linux, CSS, Servlets, JMS, EJB, JDBC, T-SQL
Education
California State University-Sacramento 1988 — 1990
MIS
Jonelle Stenson's SunGard Advisor Technologies Experience June 2003 - August 2008
Job SVP Finance at FolioDynamix
Industry Financial Services
Experience
FolioDynamix August 2008 - Present
SunGard Advisor Technologies June 2003 - August 2008
London Pacific Advisors June 2000 - June 2003
PwC January 1982 - November 1986
Education
California State University-Sacramento 1979 — 1981
Bachelor of Science
FolioDynamix August 2008 - Present
SunGard Advisor Technologies June 2003 - August 2008
London Pacific Advisors June 2000 - June 2003
PwC January 1982 - November 1986
Education
California State University-Sacramento 1979 — 1981
Bachelor of Science