TruPoint Partners
Description
Address: 13830 Ballantyne Corporate Pl #125, Charlotte, NC 28277 Hours: Closed ⋅ Opens 9AM Mon SaturdayClosedSundayClosedMonday9AM–5PMTuesday9AM–5PMWednesday9AM–5PMThursday9AM–5PMFriday9AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (704) 401-1730: : : : Website: Category: : Place name: : Website: https://www.trupointpartners.com/ Category: Software company Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business? Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of TRUPOINT Partners Posting publicly on the Web Write a review Reviews Be the first to review
TruPoint Partners List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at TruPoint Partners. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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17 TruPoint Partners employees in database. Find out everything there's to know about TruPoint Partners 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.
TruPoint Partners Employees
Employee
Years
Job
Industry
Kinsey Lane Sullivan Kinsey Lane Sullivan's TruPoint Partners Experience May 2015 - Present
Job Marketer + Communications Strategist
Industry Marketing and Advertising
Experience
TRUPOINT Partners May 2015 - Present
TRUPOINT Partners January 2014 - Present
Journalist and Writer 2010 - Present
Self-Employed March 2014 - Present
Morgan Creek Capital Management, LLC May 2013 - January 2014
Ground Control Touring January 2013 - May 2013
Zeitgeist Magazine August 2012 - May 2013
University of North Carolina at Chapel Hill March 2012 - April 2013
Don't Panic Online January 2012 - April 2012
Carolina Union Activities Board January 2010 - January 2012
Skills
Blogging, Facebook, Social Media, Microsoft Office, Press Releases, Event Management, Marketing, InDesign, Photoshop, Creative Writing, Retail, Editing, CMS, iWork, WordPress, Digital Marketing, Editorial, Storytelling, Magazines, Publications, Reporting, Apple iWork, Promoters, Programming, Culinary Skills, Publicity, Copy Editing, AP Style, Journalism, News Writing, Feature Articles, HubSpot, Salesforce.com, Writing, Research, Event Planning, Social Media Marketing, Content Strategy, Twitter, Digital Media, Public Relations
Education
University of North Carolina at Chapel Hill 2009 — 2013
B.A., Journalism and Mass Communication
UNC Honors Program in London 2012 — 2012
Charlotte Latin School 2005 — 2009
TRUPOINT Partners May 2015 - Present
TRUPOINT Partners January 2014 - Present
Journalist and Writer 2010 - Present
Self-Employed March 2014 - Present
Morgan Creek Capital Management, LLC May 2013 - January 2014
Ground Control Touring January 2013 - May 2013
Zeitgeist Magazine August 2012 - May 2013
University of North Carolina at Chapel Hill March 2012 - April 2013
Don't Panic Online January 2012 - April 2012
Carolina Union Activities Board January 2010 - January 2012
Skills
Blogging, Facebook, Social Media, Microsoft Office, Press Releases, Event Management, Marketing, InDesign, Photoshop, Creative Writing, Retail, Editing, CMS, iWork, WordPress, Digital Marketing, Editorial, Storytelling, Magazines, Publications, Reporting, Apple iWork, Promoters, Programming, Culinary Skills, Publicity, Copy Editing, AP Style, Journalism, News Writing, Feature Articles, HubSpot, Salesforce.com, Writing, Research, Event Planning, Social Media Marketing, Content Strategy, Twitter, Digital Media, Public Relations
Education
University of North Carolina at Chapel Hill 2009 — 2013
B.A., Journalism and Mass Communication
UNC Honors Program in London 2012 — 2012
Charlotte Latin School 2005 — 2009
Josh McKinney's TruPoint Partners Experience April 2013 - May 2014
Job Vice President at Ekos Brewmaster
Industry Computer Software
Experience
Ekos Brewmaster January 2015 - Present
Ekos Brewmaster May 2014 - January 2015
Zymurgy Solutions November 2013 - May 2014
TruPoint Partners April 2013 - May 2014
The Steritech Group, Inc. May 2012 - April 2013
Technology Partners, Inc. (dba IMAGINE Software) August 2011 - May 2012
The Steritech Group, Inc. September 2010 - July 2011
The Steritech Group, Inc. February 2010 - August 2010
Blackbaud January 2008 - February 2010
Lowe's Home Improvement June 2006 - December 2007
Skills
Leadership, Databases, Customer Satisfaction, Visio, SharePoint, Quality Assurance, Process Improvement, Business Analysis, Project Management, Data Analysis, Microsoft SQL Server, Access, Training, Change Management, MS Project, Software Documentation, Team Leadership, Analysis, SQL, Budgets, Requirements Gathering, Integration, Team Building, Troubleshooting, Windows, Product Development, Product Management, Software Product..., Microsoft Office, Windows Server, Program Management, SDLC, Vendor Management, CRM, Agile Methodologies, Software Project..., Business Intelligence, Enterprise Software
Education
Appalachian State University
BSBA, Information Systems and Business Management
Ekos Brewmaster January 2015 - Present
Ekos Brewmaster May 2014 - January 2015
Zymurgy Solutions November 2013 - May 2014
TruPoint Partners April 2013 - May 2014
The Steritech Group, Inc. May 2012 - April 2013
Technology Partners, Inc. (dba IMAGINE Software) August 2011 - May 2012
The Steritech Group, Inc. September 2010 - July 2011
The Steritech Group, Inc. February 2010 - August 2010
Blackbaud January 2008 - February 2010
Lowe's Home Improvement June 2006 - December 2007
Skills
Leadership, Databases, Customer Satisfaction, Visio, SharePoint, Quality Assurance, Process Improvement, Business Analysis, Project Management, Data Analysis, Microsoft SQL Server, Access, Training, Change Management, MS Project, Software Documentation, Team Leadership, Analysis, SQL, Budgets, Requirements Gathering, Integration, Team Building, Troubleshooting, Windows, Product Development, Product Management, Software Product..., Microsoft Office, Windows Server, Program Management, SDLC, Vendor Management, CRM, Agile Methodologies, Software Project..., Business Intelligence, Enterprise Software
Education
Appalachian State University
BSBA, Information Systems and Business Management
Kshipra Thanvi's TruPoint Partners Experience August 2011 - May 2012
Job Senior hybris Developer
Industry Computer Software
Experience
CrossView Inc. April 2015 - Present
CrossView Inc. June 2012 - March 2015
TruPoint Partners August 2011 - May 2012
Northeastern University September 2010 - April 2011
Bhabha Atomic Research Centre May 2009 - June 2009
Skills
Java, SQL, JSP, XML, JavaScript, UML, HTML, AJAX, Ruby on Rails, CSS, Database Design, Spring, Hybris, JDBC, Java Enterprise Edition, MySQL, Responsive Web..., Test Driven Development, J2EE, Data Warehousing, Kettle, Maven, SOA, Web Services, Spring Framework, Databases, Servlets, Web Development, Software Development
Education
University of North Carolina at Charlotte 2011 — 2012
Masters, Information Technology(GPA 3.83)
Northeastern University 2010 — 2011
MS, Information Systems
Rajasthan Technical University 2006 — 2010
BS, Electronics & Communication Engineering
CrossView Inc. April 2015 - Present
CrossView Inc. June 2012 - March 2015
TruPoint Partners August 2011 - May 2012
Northeastern University September 2010 - April 2011
Bhabha Atomic Research Centre May 2009 - June 2009
Skills
Java, SQL, JSP, XML, JavaScript, UML, HTML, AJAX, Ruby on Rails, CSS, Database Design, Spring, Hybris, JDBC, Java Enterprise Edition, MySQL, Responsive Web..., Test Driven Development, J2EE, Data Warehousing, Kettle, Maven, SOA, Web Services, Spring Framework, Databases, Servlets, Web Development, Software Development
Education
University of North Carolina at Charlotte 2011 — 2012
Masters, Information Technology(GPA 3.83)
Northeastern University 2010 — 2011
MS, Information Systems
Rajasthan Technical University 2006 — 2010
BS, Electronics & Communication Engineering
Jayesh Mori Jayesh Mori's TruPoint Partners Experience August 2011 - August 2013
Job Entrepreneur and Software Product Expert
Industry Computer Software
Experience
Tresata September 2013 - Present
RapidOps Solutions Pvt. Ltd. May 2008 - Present
TruPoint Partners August 2011 - August 2013
Home Sport Rehab February 2010 - August 2011
Skills
Product Development, Business Strategy, Project Management, Software Development, Early-stage Startups, Mobile Applications, Ruby on Rails, Web Development, AJAX, ASP.NET, MySQL, NetBeans, PHP, JavaScript, C, Database Design, C#, Java Enterprise Edition, Web Services, User Experience, SQL, Ruby, jQuery, Lean Startup, Objective-C, iOS development, Business Analytics, Testing, MongoDB, Java, XML, HTML
Education
University of North Carolina at Charlotte 2008 — 2010
MS, Information Technology
Nirma Institute of Technology 2004 — 2008
B. Tech, Computer Engineering
Tresata September 2013 - Present
RapidOps Solutions Pvt. Ltd. May 2008 - Present
TruPoint Partners August 2011 - August 2013
Home Sport Rehab February 2010 - August 2011
Skills
Product Development, Business Strategy, Project Management, Software Development, Early-stage Startups, Mobile Applications, Ruby on Rails, Web Development, AJAX, ASP.NET, MySQL, NetBeans, PHP, JavaScript, C, Database Design, C#, Java Enterprise Edition, Web Services, User Experience, SQL, Ruby, jQuery, Lean Startup, Objective-C, iOS development, Business Analytics, Testing, MongoDB, Java, XML, HTML
Education
University of North Carolina at Charlotte 2008 — 2010
MS, Information Technology
Nirma Institute of Technology 2004 — 2008
B. Tech, Computer Engineering
Daniel Foglio Daniel Foglio's TruPoint Partners Experience September 2012 - February 2013
Job Application Architecture and Development
Industry Computer Software
Experience
Premier, Inc July 2015 - Present
Premier, Inc July 2014 - July 2015
Premier, Inc June 2013 - July 2014
UNC Charlotte August 2012 - May 2013
TRUPOINT Partners September 2012 - February 2013
Alltel Wireless April 2010 - June 2011
Classic Automotive Group August 2009 - January 2010
The Ray C. Bliss Institute of Applied Politics August 2009 - December 2009
Skills
Agile Methodologies, Java, Ruby on Rails, Software Development, SQL, Git, C++, Databases, Cloud Computing, Test Driven Development, Software Architecture, R, Data Science, Machine Learning, Statistics, Spring Framework, Apache, Hadoop, Big Data, Time Management, Sales, Software Engineering, Ruby, Bash, Linux, JavaScript, MySQL, XML, HTML, Unix, Scrum, Applied Mathematics, Big Data Analytics, Mobile Applications, Windows, Requirements Analysis, Negotiation, iOS, Android, Groovy, Grails, Maven, Puppet, jQuery, Dojo
Education
University of North Carolina at Charlotte 2013 — 2015
Masters, Computer Science
The University of Akron 2005 — 2009
Bachelors
Premier, Inc July 2015 - Present
Premier, Inc July 2014 - July 2015
Premier, Inc June 2013 - July 2014
UNC Charlotte August 2012 - May 2013
TRUPOINT Partners September 2012 - February 2013
Alltel Wireless April 2010 - June 2011
Classic Automotive Group August 2009 - January 2010
The Ray C. Bliss Institute of Applied Politics August 2009 - December 2009
Skills
Agile Methodologies, Java, Ruby on Rails, Software Development, SQL, Git, C++, Databases, Cloud Computing, Test Driven Development, Software Architecture, R, Data Science, Machine Learning, Statistics, Spring Framework, Apache, Hadoop, Big Data, Time Management, Sales, Software Engineering, Ruby, Bash, Linux, JavaScript, MySQL, XML, HTML, Unix, Scrum, Applied Mathematics, Big Data Analytics, Mobile Applications, Windows, Requirements Analysis, Negotiation, iOS, Android, Groovy, Grails, Maven, Puppet, jQuery, Dojo
Education
University of North Carolina at Charlotte 2013 — 2015
Masters, Computer Science
The University of Akron 2005 — 2009
Bachelors
Michael Peresta Michael Peresta's TruPoint Partners Experience September 2003 - Present
Job Senior Compliance Analyst/Product Manager at TRUPOINT Partners
Industry Computer Software
Experience
TRUPOINT Partners September 2003 - Present
Mercy HealthPlex September 2002 - August 2003
Walgreens June 2000 - March 2002
Skills
Creative Problem Solving, Troubleshooting, Geographic Information..., Microsoft Office, Sales, Salesforce.com, Crystal Reports, ArcGIS, Customer Satisfaction, Product Development, Project Management, Merchandising, Cash Management, Sales Management, Compliance, Community Reinvestment..., HMDA, Management, Strategic Planning, Customer Service, Team Building, Leadership, Process Improvement
Education
Miami University 1989 — 1991
Bachelor of Arts (BA), Philosophy
Valparaiso University 1987 — 1989
NA, Philosophy
TRUPOINT Partners September 2003 - Present
Mercy HealthPlex September 2002 - August 2003
Walgreens June 2000 - March 2002
Skills
Creative Problem Solving, Troubleshooting, Geographic Information..., Microsoft Office, Sales, Salesforce.com, Crystal Reports, ArcGIS, Customer Satisfaction, Product Development, Project Management, Merchandising, Cash Management, Sales Management, Compliance, Community Reinvestment..., HMDA, Management, Strategic Planning, Customer Service, Team Building, Leadership, Process Improvement
Education
Miami University 1989 — 1991
Bachelor of Arts (BA), Philosophy
Valparaiso University 1987 — 1989
NA, Philosophy
Shakti Shankar Shakti Shankar's TruPoint Partners Experience March 2011 - October 2012
Job Business Analyst at Facebook
Industry Computer Software
Experience
Facebook January 2015 - Present
Capital One October 2012 - January 2015
TruPoint Partners March 2011 - October 2012
Ovation Wireless Management January 2010 - March 2011
Statillac May 2009 - January 2010
UNC Charlotte January 2009 - December 2009
Skills
SQL, Data Warehousing, Oracle, Unix, C, Microsoft SQL Server, Data Analysis, Business Intelligence, C#, Requirements Analysis, Data Mining, SSIS, R, Ruby, Visual Basic, SSRS, .NET, MySQL, ETL, Python, Hive, C++, Database Design, Jasper Reports, Ruby on Rails, Web Services, PL/SQL, ASP.NET, SAS programming
Education
University of North Carolina at Charlotte 2008 — 2009
Masters, Computer Science
Amrita School Of Engineering 2003 — 2007
B.Tec., Computer Engineering
St johns
Facebook January 2015 - Present
Capital One October 2012 - January 2015
TruPoint Partners March 2011 - October 2012
Ovation Wireless Management January 2010 - March 2011
Statillac May 2009 - January 2010
UNC Charlotte January 2009 - December 2009
Skills
SQL, Data Warehousing, Oracle, Unix, C, Microsoft SQL Server, Data Analysis, Business Intelligence, C#, Requirements Analysis, Data Mining, SSIS, R, Ruby, Visual Basic, SSRS, .NET, MySQL, ETL, Python, Hive, C++, Database Design, Jasper Reports, Ruby on Rails, Web Services, PL/SQL, ASP.NET, SAS programming
Education
University of North Carolina at Charlotte 2008 — 2009
Masters, Computer Science
Amrita School Of Engineering 2003 — 2007
B.Tec., Computer Engineering
St johns
Alex Teal Alex Teal's TruPoint Partners Experience October 2013 - May 2014
Job at
Industry Computer Software
Experience
Horizon Investments August 2015 - Present
Tradier, Inc. June 2014 - August 2015
Zymurgy Solutions November 2013 - May 2014
TRUPOINT Partners October 2013 - May 2014
Benefitfocus May 2013 - September 2013
Sonoco May 2012 - December 2012
Skills
Programming, SQL, Linux, Visual Basic, Ruby on Rails, Databases, MySQL, Troubleshooting, C++, Java, Windows, Python, VB.NET, Microsoft SQL Server, XML, Ruby, UML, Amazon Web Services..., Heroku, General Awesomeness, Git, JavaScript, CSS, REST, JUnit, JIRA
Education
Francis Marion University 2011 — 2013
Bachelor of Science (BS), Computer Science
University of South Carolina-Columbia 2008 — 2010
Horizon Investments August 2015 - Present
Tradier, Inc. June 2014 - August 2015
Zymurgy Solutions November 2013 - May 2014
TRUPOINT Partners October 2013 - May 2014
Benefitfocus May 2013 - September 2013
Sonoco May 2012 - December 2012
Skills
Programming, SQL, Linux, Visual Basic, Ruby on Rails, Databases, MySQL, Troubleshooting, C++, Java, Windows, Python, VB.NET, Microsoft SQL Server, XML, Ruby, UML, Amazon Web Services..., Heroku, General Awesomeness, Git, JavaScript, CSS, REST, JUnit, JIRA
Education
Francis Marion University 2011 — 2013
Bachelor of Science (BS), Computer Science
University of South Carolina-Columbia 2008 — 2010
Harrison Shaw's TruPoint Partners Experience August 2015 - Present
Job Business Development Representative at TRUPOINT Partners
Industry Financial Services
Experience
TRUPOINT Partners August 2015 - Present
Tech USA February 2014 - August 2015
Acumen Fund May 2013 - June 2013
Clemson University May 2011 - May 2011
West Marine April 2010 - September 2010
Clemson University Undergraduate Student Government 2009 - 2010
Clemson University August 2009 - August 2009
Skills
Marketing Strategy, Marketing Research, Public Relations, Social Media, Advertising, Entrepreneurship, Microsoft Office, Photoshop, Social Media Marketing, Leadership, Event Planning, Marketing, Recruiting
Education
Clemson University 2008 — 2012
Bachelor of Science (BS), Marketing
TRUPOINT Partners August 2015 - Present
Tech USA February 2014 - August 2015
Acumen Fund May 2013 - June 2013
Clemson University May 2011 - May 2011
West Marine April 2010 - September 2010
Clemson University Undergraduate Student Government 2009 - 2010
Clemson University August 2009 - August 2009
Skills
Marketing Strategy, Marketing Research, Public Relations, Social Media, Advertising, Entrepreneurship, Microsoft Office, Photoshop, Social Media Marketing, Leadership, Event Planning, Marketing, Recruiting
Education
Clemson University 2008 — 2012
Bachelor of Science (BS), Marketing
Chris McKee Chris McKee's TruPoint Partners Experience 2011 - Present
Job Chairman Profit Insight
Industry Management Consulting
Experience
Profit Insight May 1993 - Present
TruPoint Partners 2011 - Present
Ada Jenkins Center 2011 - Present
Skills
Nonprofits, Strategy, Management, Management Consulting, Business Development, Business Strategy, Mergers, Mergers & Acquisitions, Financial Services, Executive Management, Valuation, Program Management, Consulting, Finance, Investments
Education
University of North Carolina at Charlotte 1988 — 2003
Bachelor of Science (BS), Accounting and Finance
South Iredell High 1984 — 1988
Profit Insight May 1993 - Present
TruPoint Partners 2011 - Present
Ada Jenkins Center 2011 - Present
Skills
Nonprofits, Strategy, Management, Management Consulting, Business Development, Business Strategy, Mergers, Mergers & Acquisitions, Financial Services, Executive Management, Valuation, Program Management, Consulting, Finance, Investments
Education
University of North Carolina at Charlotte 1988 — 2003
Bachelor of Science (BS), Accounting and Finance
South Iredell High 1984 — 1988
Lauren Langell Lauren Langell's TruPoint Partners Experience January 2014 - February 2014
Job Human Resources Manager at Adams Beverages of NC, LLC
Industry Human Resources
Experience
Adams Beverages of NC, LLC March 2014 - Present
TRUPOINT Partners January 2014 - February 2014
Oracle January 2010 - October 2013
American Cancer Society May 2009 - November 2009
New York Life Insurance Company February 2008 - February 2009
Skills
Employee Benefits, New Hire Orientations, Interviews, HRIS, Onboarding, Personnel Management, Employee Relations, Human Resources, Performance Appraisal, Performance Management, Process Improvement, Screening, Employee Engagement, Payroll, Management, Recruiting
Education
California National University for Advanced Studies 2012 — 2015
Master's of Science degree, Human Resources Management
Bentley University 2005 — 2009
Bachelor of Science Degree, Human Resource Management
Adams Beverages of NC, LLC March 2014 - Present
TRUPOINT Partners January 2014 - February 2014
Oracle January 2010 - October 2013
American Cancer Society May 2009 - November 2009
New York Life Insurance Company February 2008 - February 2009
Skills
Employee Benefits, New Hire Orientations, Interviews, HRIS, Onboarding, Personnel Management, Employee Relations, Human Resources, Performance Appraisal, Performance Management, Process Improvement, Screening, Employee Engagement, Payroll, Management, Recruiting
Education
California National University for Advanced Studies 2012 — 2015
Master's of Science degree, Human Resources Management
Bentley University 2005 — 2009
Bachelor of Science Degree, Human Resource Management
Matthew Foard's TruPoint Partners Experience December 2012 - December 2014
Job Data Analyst at Carolinas HealthCare System
Industry Information Technology and Services
Experience
Carolinas HealthCare System December 2014 - Present
TruPoint Partners December 2012 - December 2014
XPIENT Solutions November 2011 - December 2012
Computer Doc & Associates, LLC June 2011 - October 2011
Novant Health March 2010 - March 2011
Aerotek November 2009 - February 2010
Iverify February 2009 - November 2009
Skills
Customer Service, Programming, Security, Team Building, Team Leadership, Microsoft Office, Outlook, Project Management, Software, Windows, Computer Hardware, Troubleshooting, Help Desk Support, Databases, Analysis, Call Centers, Technical Support, Networking, SQL, Business Analysis
Education
Central Piedmont Community College 2011 — 2015
Associate's Degree, Database Analysis and Programming
University of North Carolina at Charlotte 2003 — 2007
Bachelor of Arts, Criminal Justice
Carolinas HealthCare System December 2014 - Present
TruPoint Partners December 2012 - December 2014
XPIENT Solutions November 2011 - December 2012
Computer Doc & Associates, LLC June 2011 - October 2011
Novant Health March 2010 - March 2011
Aerotek November 2009 - February 2010
Iverify February 2009 - November 2009
Skills
Customer Service, Programming, Security, Team Building, Team Leadership, Microsoft Office, Outlook, Project Management, Software, Windows, Computer Hardware, Troubleshooting, Help Desk Support, Databases, Analysis, Call Centers, Technical Support, Networking, SQL, Business Analysis
Education
Central Piedmont Community College 2011 — 2015
Associate's Degree, Database Analysis and Programming
University of North Carolina at Charlotte 2003 — 2007
Bachelor of Arts, Criminal Justice
Justin Brackney's TruPoint Partners Experience 2011 - 2011
Job Sales/Marketing
Industry Marketing and Advertising
Experience
Select Auto Imports 2012 - January 2015
Instyle Charlotte Stone and Tile Fabrication and Instation 2011 - 2012
Red Ventures Marketing 2011 - 2011
TRUPOINT Partners 2011 - 2011
Sol Tanning Salon August 2010 - December 2010
Legacy Marketing Partners May 2008 - July 2009
AT&T April 2008 - April 2009
Skills
Marketing, Social Media, Public Relations, Sales, Training, Time Management, Salesforce.com
Education
University of North Carolina at Charlotte 2005 — 2010
Bachelors, Communications Studies
The University of North Carolina at
Bachelor of Arts, Communication Studies; Public Relations
Select Auto Imports 2012 - January 2015
Instyle Charlotte Stone and Tile Fabrication and Instation 2011 - 2012
Red Ventures Marketing 2011 - 2011
TRUPOINT Partners 2011 - 2011
Sol Tanning Salon August 2010 - December 2010
Legacy Marketing Partners May 2008 - July 2009
AT&T April 2008 - April 2009
Skills
Marketing, Social Media, Public Relations, Sales, Training, Time Management, Salesforce.com
Education
University of North Carolina at Charlotte 2005 — 2010
Bachelors, Communications Studies
The University of North Carolina at
Bachelor of Arts, Communication Studies; Public Relations
Kaan Ozturk, MBA Kaan Ozturk, MBA's TruPoint Partners Experience October 2011 - January 2012
Job Senior Financial Analyst at RoundPoint Financial Group
Industry Financial Services
Experience
RoundPoint Mortgage Servicing Corporation March 2014 - Present
RoundPoint Mortgage Servicing Corporation June 2012 - March 2014
UNC Charlotte August 2011 - May 2012
TruPoint Partners October 2011 - January 2012
Dokay Engineering and Consultancy September 2009 - June 2010
United Nations June 2008 - December 2008
Iskenderun Energy Production and Trading Co., Ltd. June 2008 - July 2008
Skills
SAS, SPSS, Minitab, Matlab, MS Office Suite, VBA, R-Gui, Visual Basic, SQL, Microsoft Office, Statistical Modeling, Analysis, Management, Microsoft Excel, Forecasting, Analytics, Risk Management, Data Mining, Statistics, Leadership, Financial Modeling, Logistic Regression, Access, SAS programming, Data Analysis, Auditing
Education
University of North Carolina at Charlotte - Belk College of Business 2010 — 2012
Master, Business Administration in Finance
Middle East Technical University 2005 — 2010
Bachelor, Statistics
RoundPoint Mortgage Servicing Corporation March 2014 - Present
RoundPoint Mortgage Servicing Corporation June 2012 - March 2014
UNC Charlotte August 2011 - May 2012
TruPoint Partners October 2011 - January 2012
Dokay Engineering and Consultancy September 2009 - June 2010
United Nations June 2008 - December 2008
Iskenderun Energy Production and Trading Co., Ltd. June 2008 - July 2008
Skills
SAS, SPSS, Minitab, Matlab, MS Office Suite, VBA, R-Gui, Visual Basic, SQL, Microsoft Office, Statistical Modeling, Analysis, Management, Microsoft Excel, Forecasting, Analytics, Risk Management, Data Mining, Statistics, Leadership, Financial Modeling, Logistic Regression, Access, SAS programming, Data Analysis, Auditing
Education
University of North Carolina at Charlotte - Belk College of Business 2010 — 2012
Master, Business Administration in Finance
Middle East Technical University 2005 — 2010
Bachelor, Statistics
Robert Holloway - CRCM & CAMS's TruPoint Partners Experience November 2013 - April 2014
Job Audit Team Leader III at BBVA Compass
Industry Banking
Experience
BBVA Compass March 2015 - Present
Cadence Bank, N.A. May 2014 - March 2015
TRUPOINT Partners November 2013 - April 2014
First Victoria National Bank February 2012 - October 2013
Banc Financial Group, Inc. October 2001 - February 2012
Jefferson Wells July 2000 - September 2001
First Union National Bank August 1999 - July 2000
EY February 1998 - March 1999
SouthTrust Bank 1993 - 1998
Skills
Bank Regulatory..., Bank Secrecy Act, Certified Anti-Money..., Bank Regulatory..., BSA Trainer, Auditing, Regulatory Compliance..., Mortgage Lending, Consumer Lending, Enterprise Risk..., USA PATRIOT Act, OFAC, Mortgage Banking, Retail Banking, Anti Money Laundering, Loans, Commercial Lending, Commercial Banking, Banking Law
Education
Samford University 1997 — 2000
M.B.A., Management
Samford University 1984 — 1987
Bachelor of Business Administration (B.B.A.), Finance
BBVA Compass March 2015 - Present
Cadence Bank, N.A. May 2014 - March 2015
TRUPOINT Partners November 2013 - April 2014
First Victoria National Bank February 2012 - October 2013
Banc Financial Group, Inc. October 2001 - February 2012
Jefferson Wells July 2000 - September 2001
First Union National Bank August 1999 - July 2000
EY February 1998 - March 1999
SouthTrust Bank 1993 - 1998
Skills
Bank Regulatory..., Bank Secrecy Act, Certified Anti-Money..., Bank Regulatory..., BSA Trainer, Auditing, Regulatory Compliance..., Mortgage Lending, Consumer Lending, Enterprise Risk..., USA PATRIOT Act, OFAC, Mortgage Banking, Retail Banking, Anti Money Laundering, Loans, Commercial Lending, Commercial Banking, Banking Law
Education
Samford University 1997 — 2000
M.B.A., Management
Samford University 1984 — 1987
Bachelor of Business Administration (B.B.A.), Finance
Jason Sparks's TruPoint Partners Experience April 2013 - August 2013
Job Knowledge Management Analyst at TIAACREF
Industry Financial Services
Experience
TIAA-CREF August 2013 - Present
TRUPOINT Partners April 2013 - August 2013
The DARTON GROUP July 2012 - October 2012
Robert Half Technology March 2011 - June 2012
The Vanguard Group February 2005 - March 2011
The Vanguard Group February 2004 - February 2005
Clear Channel Charlotte 2002 - 2004
Skills
Mutual Funds, Sales, Account Management, Series 6, Series 63, Media, Promotions, Marketing, Business Development, Cold Calling, Portfolio Management, Management, Strategy, Finance, Retirement, IRAs, Customer Oriented, Technical Recruiting, CRM, Financial Services, Salesforce.com, Building Relationships, Time Management, Sales Presentations, SaaS, Sales Process, Process Improvement, Leadership
Education
Appalachian State University 2000 — 2003
BSBA, Management
Homewood-Flossmoor High School
TIAA-CREF August 2013 - Present
TRUPOINT Partners April 2013 - August 2013
The DARTON GROUP July 2012 - October 2012
Robert Half Technology March 2011 - June 2012
The Vanguard Group February 2005 - March 2011
The Vanguard Group February 2004 - February 2005
Clear Channel Charlotte 2002 - 2004
Skills
Mutual Funds, Sales, Account Management, Series 6, Series 63, Media, Promotions, Marketing, Business Development, Cold Calling, Portfolio Management, Management, Strategy, Finance, Retirement, IRAs, Customer Oriented, Technical Recruiting, CRM, Financial Services, Salesforce.com, Building Relationships, Time Management, Sales Presentations, SaaS, Sales Process, Process Improvement, Leadership
Education
Appalachian State University 2000 — 2003
BSBA, Management
Homewood-Flossmoor High School