The Wellspring Group
Industry: Company
DescriptionFounded: 2001
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The Wellspring Group Employees
Capstone Financial August 2014 - Present
The Wellspring Group May 2010 - July 2014
Phi Kappa Psi Fraternity January 2011 - December 2012
Jones Bridge Animal Hospital May 2005 - August 2009
Skills
Management, Compliance, Financial Analysis, Marketing, Insurance, Project Management, Public Speaking, Time Management, Recruiting, Strategy, Finance, Analysis
Education
Auburn University 2009 — 2013
Bachelor's degree, Entrepreneurial and Small Business Operations with Minors in Finance and Marketing
Chattahoochee High School 2006 — 2009
The Wellspring Group October 2014 - Present
The Children's Aid Society July 1999 - September 2014
Amalgamated Life Insurance Company April 1998 - July 1999
The Soros Foundations/Open Society Institute April 1996 - April 1998
Skills
Program Management, Healthcare IT, Strategic Planning, Budget Management, Database Administration, Crystal Reports, SPSS, FRX, Visual Studio, VBA, Microsoft Office, Microsoft Dynamics, Web Applications, Virtualization, SQL, ERP, Budgets, Healthcare Information..., Access, Active Directory, Analysis, Business Analysis, Business Intelligence, Business Process, Data Analysis, Databases, FRx, HTML, Integration, Leadership, Management, Microsoft SQL Server, Nonprofits, SDLC, Software Development, Visio, Visual Basic, Windows Server, Windows, PHP, Security, SharePoint, Software Documentation, System Administration, Technical Support, Troubleshooting
Education
Walden University 2012 — 2014
Master of Info Systems Mgmt, Business Information Mgmt, 4.0
Pace University - Lubin School of Business 1995 — 1998
Bachelor of Business Administration (BBA), Accounting
Salient Federal Solutions March 2015 - Present
PayPal January 2014 - December 2014
NTT Centerstance August 2012 - January 2014
American Express October 2011 - September 2012
Confluence Technologies, Inc November 2007 - September 2011
Fidelity Investments (Veritude) June 2007 - September 2007
The Wellspring Group April 2006 - June 2007
Fidelity Investments (FESCO) October 2004 - April 2006
Fidelity Investments (FMRCo) September 2000 - October 2004
Liberty Mutual Insurance Group (Keane) July 1997 - September 2000
Skills
Consulting, Management, Business Analysis, Software Project..., Scrum, SDLC, Software Development, Change Management, CMMI, Technical Recruiting, PRINCE2, Production Support, Software Lifecycle, Requirements Analysis, Vendor Management, Agile Methodologies, Enterprise Architecture, Salesforce.com..., Enterprise Software, CRM, Program Management, IT Management, Integration, SaaS, Project Management, Cloud Computing, Process Improvement, Strategy, Databases, SOA, Cross-functional Team..., Data Warehousing, IT Strategy, Information Technology, Business Intelligence, Professional Services
Education
University of Phoenix 2009 — 2010
MSIT, Information Technology
University of Phoenix 1995 — 1997
B.S, Business Information Systems
MD Anderson Cancer Center March 2012 - Present
MD Anderson Cancer Center September 2010 - March 2012
Signature Consultants October 2007 - November 2007
The Wellspring Group March 2007 - September 2007
Workscape August 2006 - March 2007
Tufts Health Plan February 2001 - August 2006
Texas Mutual Insurance Company September 1999 - December 2000
Arthritis Diagnostic and Treatment Center November 1997 - July 1999
Trinity Health August 1996 - June 1997
Hawaii Medical Service Association October 1993 - December 1995
Skills
Healthcare IT, HIPAA, Healthcare, Budgeting, Visio, MS Project, Software Project..., Business Analysis, health informatics, Healthcare Information..., SDLC, Access, Business Requirements, Insurance, Management, Process Improvement, Software Documentation, Project Management, Hospitals, Requirements Gathering, EMR, Data Analysis, Training, Program Management, Customer Service, Requirements Analysis, Strategic Planning, Healthcare Management, User Acceptance Testing, Systems Analysis, Business Process..., Consulting, Vendor Management
Education
The University of Texas Health Science Center at Houston 2009 — 2010
Graduate Certificate, Health Informatics
Central Michigan University 1996 — 1998
MSA, Healthcare Administration
University of Hawaii at Manoa 1991 — 1993
BA, English
Mililani High School 1985 — 1989
Homrich Berg July 2015 - Present
The Wellspring Group January 2009 - July 2015
The Ayco Company, L.P., a Goldman Sachs Company January 2007 - December 2008
Ameriprise Financial Services, Inc. December 2002 - December 2006
Skills
Wealth Management, Financial Advisory, Wealth, Finance, Investments, Financial Planning, Small Business, Estate Planning, Strategic Financial..., Financial Analysis, Securities, Asset Allocation, Asset Management, Investment Management, Portfolio Management, Retirement Planning, Investment Advisory
Education
Bucknell University 1998 — 2002
BSBA, Management
Whitfield School 1994 — 1998
Hughes Growth Strategies, LLC March 2012 - Present
The Wellspring Group March 2014 - Present
Family Office Metrics, LLC. April 2013 - Present
Strategic Philanthropy, Ltd. November 2012 - Present
Threshold Group June 2008 - March 2012
Pitcairn September 2004 - April 2008
Lincoln Financial Advisors 1989 - 2003
UnumProvident 1984 - 1989
Skills
Financial Planning, Wealth Management, Wealth, Investments, Estate Planning, Asset Management, Asset Allocation, Sales Management, New Business Development, Consultative Selling, Family Office Planning..., Family Foundation..., Family Office, Strategic Financial..., Asset Managment, Selling, Strategy, Financial Services, Risk Management, Investment Strategies, Hedge Funds, Private Banking, Alternative Investments, Financial Advisory, Management, Private Equity, High Net Worth..., Business Development, Wealth Management..., Investment Management, Finance, Investment Advisory, Sales Leadership...
Education
University of Pennsylvania - The Wharton School 2006 — 2006
Private Wealth Management
The American College 1998 — 2002
CLU
University of Tampa 1980 — 1984
B.S., Marketing & Economics
ADP May 2013 - Present
Skylightsys Strategic Staffing January 2005 - May 2013
The Wellspring Group February 2002 - January 2004
Skills
Technical Recruiting, Sourcing, Talent Acquisition, Screening, Executive Search, Contract Recruitment, Leadership, Temporary Placement, Staff Augmentation, Talent Management, Recruiting, Personnel Management, Marketing, Internet Recruiting, Staffing Services
Education
Eastern Connecticut State University
BS, Business Administration
Robert Half Technology 2015 - Present
The Wellspring Group August 2012 - December 2014
Reliance QA, LLC December 2011 - August 2012
Dell Services August 2010 - December 2011
Porter And Chester Institute August 2008 - August 2010
One Communications June 2007 - July 2008
Partnership Employment December 2005 - June 2007
The Davis Companies April 1999 - August 2005
Skills
Employee Relations, Customer Relations, Negotiation, Talent Acquisition, Resource Management, Team Building, Human Resources, Management, Onboarding, Training, Talent Management, Screening, Sourcing, Program Management, Recruiting, Temporary Placement, Project Management, Hiring, Customer Service, Team Leadership, CRM, Employee Benefits, Coaching, Relationship Management, Customer Retention, Temporary Staffing, Technical Recruiting, Contract Recruitment, Interviews, Staff Augmentation, Internet Recruiting
Education
Emerson College
University of Hartford
Worcester State University
Professional Development
University of Minnesota October 2013 - Present
The Wellspring Group 2003 - Present
University of Minnesota August 2010 - October 2013
Bluefire Partners 1988 - 2003
Process Management International (PMI) 1988 - 2003
Process Management International 1988 - 2003
University of Minnesota 1978 - 1988
Minnesota State Legislature January 1974 - December 1976
Skills
Coaching, Project Management, Strategic Planning, Leadership Development, Change Management, Strategy, Cross-functional Team..., Management Consulting, Process Improvement, Organizational..., Six Sigma, Organizational..., Training, Succession Planning, Workshop Facilitation, Leadership, Business Strategy, Performance Improvement, Team Leadership, Team Building, Business Process..., Staff Development, Program Management, Data Analysis, Management, Executive Coaching, Talent Management, Business Process, Analysis, Business Analysis, Social Networking, Performance Management, Consulting
Education
The University of Chicago 1977 — 1978
MA, Adult and Continuing Education
University of Vienna 1968 — 1969
German, Psychology
Gustavus Adolphus College
BA, Psychology and Philosophy
Colorado Technical University August 2008 - Present
Proconsul Computer Services October 2001 - June 2015
ISSA-COS 2006 - 2010
Verizon Business November 2006 - November 2008
The Wellspring Group January 2005 - May 2005
Federated Systems Group 1991 - 1994
Skills
Budgets, Management, Security, Team Leadership, Information Security, Leadership, Business Analysis, Risk Management, Analysis, Vulnerability Assessment, CISSP, Networking, Human Resources, Information Technology, Computer Security
Education
Colorado Technical University 2012 — 2015
Doctor of Computer Science, Computer and Information Systems Security/Information Assurance
University of Denver 2006 — 2008
MS, Information Security
Auburn University at Montgomery 1988 — 1993
MBA, Business Administration
Auburn University at Montgomery 1983 — 1987
BS, Information Systems
MRM // McCann December 2012 - Present
Inovation Marketing April 2012 - December 2012
Titan Global Companies July 2010 - May 2012
Visão Enterprises July 2008 - June 2010
Zimmerman 2009 - 2010
Craneware 2009 - 2009
The Wellspring Group 2008 - 2009
Accuro Healthcare March 2007 - March 2008
The Woodmoor Group, Inc April 2002 - March 2007
The Woodmoor Group, Inc. 1998 - 2002
Skills
Strategy, Product Management, Business Development, Marketing Strategy, Leadership, Business Strategy, Strategic Planning, Executive Management, Process Improvement, Healthcare, Account Management, Operations Management, Strategic Partnerships, New Business Development, Sales Management, Negotiation, Product Development, Start-ups, Entrepreneurship, P&L Management, Healthcare Information..., SaaS, Business Relationship..., Problem Analysis, Product Innovation, Organizational..., Product Marketing, Management Consulting, Business Planning, Go-to-market Strategy, Marketing Management, Problem Solving, Product Strategy, Visioning, Energy, Contract Negotiation, Market Research, Complex Sales, Content Strategy, VARs, Strategic Alliances, Organizational..., Information Technology, PDLC, International Business..., International..., Customer Relations, Contract Negotiations, Strategy Development, SDLC
Education
East Carolina University
Business Management
North Carolina State University
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Citizens Bank April 2012 - Present
RBS Citizens Bank April 2010 - April 2012
The Wellspring Group December 2008 - April 2010
Travelers Insurance May 2006 - October 2008
American Arbitration Association May 2001 - May 2006
Tuition Management Systems August 1998 - May 2001
BankBoston 1994 - 1999
Skills
Call Center, Coaching, Performance Management, Training, Customer Service, Team Leadership, Leadership, Recruiting, Team Management, Operations Management, Sales, Banking, Employee Training, Management, Call Centers, Microsoft Excel, Customer Experience, Vendor Management, Risk Management, Customer Satisfaction, Insurance, Customer Retention, Process Improvement, Business Analysis, Outsourcing, Integration, Analysis, Business Process..., CRM, Team Building, Change Management, Program Management, Business Development, Cross-functional Team..., Account Management, Quality Assurance, Project Management, Strategic Planning, Retail Banking
Education
Salve Regina University 1987 — 1991
BA, Politics - International Relations
iPayment, Inc September 2011 - Present
Caritas Christi Health Care February 2009 - September 2010
Cape Cod Healthcare, Inc March 2005 - February 2009
The WellSpring Group 2001 - 2005
Skills
Leadership, Performance Management, Talent Acquisition, Employee Relations, Human Resources, Labor Relations, Organizational..., Organizational Structure, Organizational..., Acquisition Integration, Leadership Development, Coaching, Mentoring, Compensation & Benefit, HR Policies, HR Consulting, Team Building, Policy, Talent Management, Deferred Compensation, Employee Benefits, Onboarding, Succession Planning, Recruiting, Employee Training, Workforce Planning
Education
Northeastern University 2008 — 2009
M.S., Leadership
United States Military Academy at West Point 1970 — 1974
B.S. Engineering, Political Science and Government
Citizens Bank May 2013 - Present
The Wellspring Group August 2012 - May 2013
New England Financial Group, LLC May 2011 - August 2012
Hewlett-Packard June 2006 - December 2008
Hewlett-Packard 2003 - 2006
Hewlett-Packard 2002 - 2003
Hewlett-Packard 2001 - 2002
Compaq 1999 - 2001
Skills
Account Management, Sales, Business Development, Insurance, Solution Selling, New Business Development, Process Improvement, Business Analysis, Direct Sales, Strategic Planning, Sales Process, Marketing, Team Leadership, Sales Management, E-commerce, Enterprise Software, Training, Vendor Management, B2B, Program Management, Leadership
Education
Plymouth State University 1987 — 1992
BS, Marketing, Financial Managment
SimonMed January 2015 - Present
State Farm Insurance Company May 2014 - Present
Arron's June 2013 - Present
Guthrie Mainstream Children’s Learning March 2012 - Present
ASBS February 2009 - August 2009
The Wellspring Group July 2007 - November 2008
CRC Health February 2006 - July 2007
Apria Healthcare January 2004 - January 2006
Advance America January 2003 - January 2004
Skills
And I have a passion..., Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Management, Invoicing, Healthcare, Medical Billing, Medicare, Recruiting, Medical Coding, Call Centers, Insurance, Teamwork, Policy, Accounting, Access, Budgets, Mental Health, Software Documentation, Data Entry, Administration, Analysis, Training, Home Care, Treatment, Claim, Hospitals, Sales, CPT, Adolescents, Medical Terminology
Education
Scottsdale Community College 2010 — 2014
Arts & Science
The Wellspring Group 2005 - Present
BB&T Investment Services 2004 - 2005
SouthTrust Bank 2001 - 2004
First Union 1994 - 2001
Oscar Mayer Foods Corp 1988 - 1994
Education
University of North Carolina at Chapel Hill 1983 — 1985
Bachelor of Arts, Economics
Thompson Holdings Corporation, Inc. May 2003 - Present
Intertrust Mortgage June 2014 - Present
Coastal Dry Ice, LLC August 2011 - August 2015
Celerit November 2014 - May 2015
The Wellspring Group March 2011 - August 2014
Whitney Bank June 2010 - January 2011
Logan Britton June 2010 - January 2011
Abyss Technology March 2008 - March 2010
ArcMail March 2007 - January 2008
Skills
Quality Assurance, Project Management, Crisis Management, SDLC, Business Analysis, Requirements Analysis, Integration, Data Warehousing, PMO, Vendor Management, Visio, Program Management, Databases, CRM, Leadership, Management, Business Intelligence, Consulting, Business Development, Banking, Strategic Partnerships, Risk Management, IT Strategy, Process Improvement, Testing, Recruiting, Strategy, Strategic Planning
Education
Louisiana State University 1999 — 2001
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Willis High School 1986 — 1987
High School Diploma