Updata Advisors

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Updata Advisors Employees

Employee
Years
Job
Industry
Ryan Michael Greiss Ryan Michael Greiss Greater New York City Area Details
Ryan Michael Greiss's Updata Advisors Experience June 2007 - August 2007
Job Senior Account Manager at Puder PR
Industry Public Relations and Communications
Experience
Puder PR   November 2014 - Present
צה''ל   December 2012 - June 2014
REVOLUTION vapor LLC   September 2011 - October 2012
GSW Worldwide  January 2012 - March 2012
Dera, Roslan & Campion Public Relations   June 2011 - November 2011
Grey Healthcare Group  November 2010 - April 2011
BBDO  June 2010 - August 2010
Turner Government and Public Affairs   July 2009 - August 2009
Updata Advisors   June 2007 - August 2007

Skills
Adobe Photoshop, Editing, Case Studies, Estimates, Scope Management, Pitching, Media Relations, Public Relations, Advertising, Copy Editing, Marksmanship, GPS navigation, Newsletters, Speech Writing, Strategic Communications, Press Releases, Direct Mail, Entrepreneurship, Photoshop, Digital Media, Publicity, Crisis Communications, Content Strategy, Program Management, Training, Digital Strategy, Integrated Marketing, Project Management, Management, Start-ups, Government, Analysis, Research

Education
Georgetown University   2007 — 2010
B.A., Economics and Psychology

Horace Mann School   2000 — 2007

Chelsey McMillan Chelsey McMillan Washington D.C. Metro Area Details
Chelsey McMillan's Updata Advisors Experience March 2004 - April 2007
Job Web Graphic Designer at Media Research Center
Industry Design
Experience
Media Research Center  September 2014 - Present
Membership Marketing Partners, LLC   June 2012 - September 2014
Vernon Heating   December 2011 - February 2012
The Art Institute of Washington, Northern Virginia   January 2010 - December 2011
Irdeto  August 2010 - September 2011
PricewaterhouseCoopers  February 2007 - August 2009
Updata Advisors   March 2004 - April 2007
CSU-Pueblo  2002 - 2003

Skills
Bootstrap, Responsive Web Design, jQuery, Photoshop, Illustrator, InDesign, Dreamweaver, CSS, User Interface Design, SEO, HTML, Information Architecture, Microsoft Office, Social Media Marketing, Google Analytics, Flash, Lotus Notes, Google Adwords, HTML 5, Digital Media, (X)HTML, Mac OS, Social Media Development, Google Webmaster Tools, Bing Webmaster Tools, Usability Testing, HTML5, CSS3, jQuery Mobile, Twitter for Business, SEM, Search Engine Marketing, Google Engage For..., Adobe Creative Suite, Responsive Email Design, Bootstrap 3, Online Marketing, Mac, Social Media, Usability, XHTML, Online Advertising, Facebook, Graphic Design, Print Design, Web Design, Email Marketing, Logo Design, Infographics

Education
2010The Art Institute of Northern Virginia   2010 — 2011
Associates, Web Design and Interactive Media

Colorado State University-Pueblo   2000 — 2003

Karen O'Ferrell Karen O'Ferrell Reston, Virginia Details
Karen O'Ferrell's Updata Advisors Experience April 2007 - March 2009
Job Sr. Administrative Assistant at VERISIGN, Security Services
Industry Executive Office
Experience
VERISIGN  October 2012 - Present
CGI Federal  April 2012 - October 2012
Booz Allen Hamilton  November 2009 - February 2012
Booz Allen Hamilton  May 2009 - November 2009
Updata Advisors   April 2007 - March 2009
Outsource Partners International  October 2002 - May 2004
Arthur Andersen  October 2000 - July 2002
Arthur Andersen  May 1998 - October 2000
Oce  1984 - 1989

Skills
Human Resources, Onboarding, Administrative..., Training, Sales, Leadership, DoD, Process Scheduler, PeopleSoft, Executive..., Management, Business Development, Interviews, Outlook, Recruiting, Program Management, Time Management, Organizational Design, Team Building, Software Documentation, Office Management, Hiring, Employee Relations, Administrative..., Travel Arrangements

Education
Black Hawk College   1983 — 1985
Associates

Akshay Arabolu Akshay Arabolu San Francisco Bay Area Details
Akshay Arabolu's Updata Advisors Experience May 2006 - June 2008
Job Sr. Product Manager at OLSET
Industry Internet
Experience
OLSET Inc. (500 Startups Batch 7)   May 2015 - Present
Vital Systems  January 2014 - March 2015
Lovemebutter   January 2014 - December 2014
Awessome!   January 2012 - December 2013
Fast Company  February 2013 - August 2013
GetComparisons   September 2010 - December 2011
Athena Energy Ventures   January 2009 - August 2010
Updata Advisors   May 2006 - June 2008
Oxford Finance Corporation  August 2005 - May 2006
Goldstone Technologies  March 2003 - April 2005

Skills
Start-ups, Entrepreneurship, Financial Modeling, Business Development, Venture Capital, Valuation, Mergers & Acquisitions, Product Development, Startup Marketing, Finance, Analysis, Business Strategy, Mergers, Due Diligence, Management, CSS, Financial Statement..., Community Building, HTML, JavaScript, Agile Methodologies, Lean Startup, Product Management, Analytics, E-commerce

Education
The George Washington University   2003 — 2005
MS, Finance

Purdue University   2000 — 2002
B.S., Computer Science

Richmond, The American International University in London   1997 — 2000
B.S., Computer Science

Jay Wexler Jay Wexler New York, New York Details
Jay Wexler's Updata Advisors Experience June 2010 - August 2010
Job Paralegal at Gunderson Dettmer
Industry Law Practice
Experience
Gunderson Dettmer  January 2014 - August 2015
Sabin, Bermant & Gould LLP   June 2013 - October 2013
Legal Aid Society  May 2011 - August 2011
Alpha Epsilon Pi  August 2010 - July 2011
Updata Advisors   June 2010 - August 2010
CaryKane LLP   June 2009 - August 2009
Camps Kenwood & Evergreen  June 2008 - August 2008

Skills
Research, Editing, Legal Research, Lexis, Blogging, Public Speaking, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Community Outreach, Fundraising, Mergers, Social Media, Legal Writing, Westlaw, Contract Negotiation, Politics

Education
Cornell Law School   2015 — 2018

Cornell University   2009 — 2013
BS, Industrial and Labor Relations

Freie Universität Berlin   2012 — 2012
Political and Social Sciences, Philosophy

Brooklyn Technical High School   2005 — 2009
Honors Regents Diploma, American Law & Society

Lisa Lombarde Lisa Lombarde Toms River, New Jersey Details
Lisa Lombarde's Updata Advisors Experience 1996 - 2007
Job Executive Assistant at Allied Dental Practices of NJ LLC
Industry Executive Office
Experience
Allied Dental Practices of NJ LLC   October 2012 - Present
Updata Partners  June 2007 - October 2012
Updata Advisors   1996 - 2007
The Gregg Division of The McGraw Hill Book Company   March 1977 - March 1987

Skills
Notary Public, Salesforce.com, Microsoft Office, Shorthand, Event Planning, Travel Arrangements, PowerPoint, Microsoft Word, Administrative..., Microsoft Excel, Office Management, Team Building, Calendaring, Administrative..., Outlook, Customer Service, Entrepreneurship

Education
Brookdale Community College
Business Administration and Management, General

The Wood School, New York City
Secretarial Sciences

Alison Zimmermann Alison Zimmermann Greater New York City Area Details
Alison Zimmermann's Updata Advisors Experience July 2007 - August 2007
Job Global Marketing Manager, Michael Kors, Coach & MARNI Fragrances at The Estée Lauder Companies Inc.
Industry Marketing and Advertising
Experience
The Estée Lauder Companies Inc.   March 2013 - Present
Mercer H&B Consulting   December 2011 - March 2013
Mercer H&B Consulting   July 2008 - December 2011
Updata Advisors   July 2007 - August 2007

Skills
Beauty Industry, Fragrance, Global Marketing, Analysis, Strategic Planning, Marketing, Management, Financial Modeling, Microsoft Excel, Financial Analysis, Social Media Marketing, Business Planning, Program Management, Corporate Finance, Competitive Analysis, Research, Budgets, PowerPoint, Microsoft Office, Mergers & Acquisitions, Data Analysis

Education
University of Rochester   2004 — 2008
Bachelor of Arts (B.A.), Political Science; Marketing, Finance

Columbia Grammar and Preparatory School   2000 — 2004
High School Dipoloma

Niket Khanna Niket Khanna San Francisco Bay Area Details
Niket Khanna's Updata Advisors Experience June 2010 - August 2010
Job Business Development at Heap Inc.
Industry Financial Services
Experience
Heap Inc.   August 2015 - Present
Signal Hill Capital  July 2013 - July 2015
UBS  June 2012 - August 2012
Mutual Investment Club of Cornell  January 2012 - May 2012
Ernst & Young  June 2011 - August 2011
Updata Advisors   June 2010 - August 2010
J.Crew  June 2010 - August 2010
Cornell University  January 2010 - May 2010

Skills
Business Analysis, Data Analysis, Financial Analysis, Collaborative Problem..., Teamwork, Valuation, Business Strategy, Business Development, SQL, Qualifying Opportunities, Qualifying Prospects, strategy, Client Relations, Project Management, Investment Banking, Financial Modeling, Start-ups, Analytics, Research, Microsoft Excel, PowerPoint, Microsoft Office

Education
Cornell University   2008 — 2012
BS, Operations Research and Information Engineering, Applied Economics and Management

South Brunswick High School

Ahmed A. Mirza Ahmed A. Mirza New York, New York Details
Ahmed A. Mirza's Updata Advisors Experience 2009 - 2010
Job Entrepreneur & Tech. Enthusiast
Industry Internet
Experience
Elevate  2014 - Present
Early Stage Startups  2013 - Present
Signal Hill Capital  2010 - 2013
Updata Advisors   2009 - 2010
Merrill Lynch  2006 - 2008
Quality 99 Cents   2003 - 2006

Skills
Investment Banking, Venture Capital, Financial Modeling, Valuation, Technology, Mergers, Equities, Mergers & Acquisitions, Trading, Investor Relations, Business Development, Entrepreneurship, Analysis, Securities, Strategy, Corporate Finance, Investments

Education
New York University
Bachelor of Arts (B.A.), Economics

Matthew Lerner Matthew Lerner Atlanta, Georgia Details
Matthew Lerner's Updata Advisors Experience May 2010 - August 2010
Job Emory Law JD Candidate/ Former Project Manager
Industry Law Practice
Experience
Epic  July 2012 - July 2014
Janssen, Pharmaceutical Companies of Johnson and Johnson  May 2011 - August 2011
Orrick, Herrington & Sutcliffe LLP   January 2011 - May 2011
Updata Advisors   May 2010 - August 2010

Skills
Legal Research, Research, Alternative Dispute..., Lexis, Microsoft Office, MyChart, Mergers & Acquisitions, Microsoft Excel, OPTime/Anesthesia, Core Measures, Data Analysis, Public Relations, PowerPoint, Meaningful Use, Conflict Resolution, Healthcare Information..., FINRA, Westlaw, Public Speaking, Project Management

Education
Emory University School of Law   2014 — 2017
Juris Doctor (J.D.)

Cornell University   2009 — 2012
Bachelor of Science (BS), Labor and Industrial Relations

Watchung Hills Regional High School   2004 — 2008
Diploma

Seth Gandara Seth Gandara Minneapolis, Minnesota Details
Seth Gandara's Updata Advisors Experience 2007 - 2008
Job CoFounder and CEO at SquareBikes.com
Industry Internet
Experience
SquareBikes.com   2011 - Present
StarVest Partners  2008 - 2010
Updata Advisors   2007 - 2008
Piper Jaffray  2006 - 2007
Bloomberg LP  April 2006 - August 2006
Abercrombie & Fitch  2005 - 2006
Pentagram Design  2005 - 2005
Lippincott  2004 - 2005

Education
University of Minnesota - Carlson School of Management
Post-baccalaureate Studies

Yale University
BA

Dan Magder Dan Magder Washington D.C. Metro Area Details
Dan Magder's Updata Advisors Experience October 2006 - December 2008
Job Founder and Managing Director, Center Creek Capital Group
Industry Financial Services
Experience
FOCUS (Friends of Choice in Urban Schools)   February 2011 - Present
Center Creek Capital Group   January 2009 - Present
DC Scholars Public Charter School   August 2012 - December 2014
Lone Star Funds  July 2009 - March 2012
Updata Advisors   October 2006 - December 2008
Capital One -- Corporate Development   October 2003 - September 2006
Vertex Partners / Braun Consulting   January 1999 - June 2001
Michael Porter's Middle East Competitiveness Project   1997 - 1999
Center for Middle East Competitive Strategy   1997 - 1999
Institute for International Economics  1995 - 1996

Skills
Private Equity, Mergers & Acquisitions, Financial Modeling, Business Planning, Strategy, Venture Capital, Investment Banking, Mergers, Alternative Investments, Financial Services, Leadership, Management Consulting, Investments

Education
University of Pennsylvania - The Wharton School   2001 — 2003
MBA, Finance

Yale   1990 — 1994
BA, Ethics, Politics, & Economics

Robert Lung, CFA Robert Lung, CFA Greater New York City Area Details
Robert Lung, CFA's Updata Advisors Experience June 2009 - July 2010
Job
Industry Computer Software
Experience
CA Technologies  December 2013 - Present
Signal Hill Capital  August 2010 - December 2011
Updata Advisors   June 2009 - July 2010
Updata Advisors   October 2006 - June 2009
Updata Advisors   April 2004 - September 2006
Broadview International  September 1999 - June 2001
Credit Suisse  October 1998 - May 1999

Skills
Investment Banking, M&A experience, Marketing, Private Equity, Sell Side, IPO, Valuation, Private Placements, Strategy, Trading, Mergers & Acquisitions, Due Diligence, Corporate Finance, Equities, Venture Capital, Financial Modeling, Equity Research, Market Analysis, Analysis, Telecommunications, Capital Markets, Mergers, Financial Analysis

Education
Columbia University - Columbia Business School   2009 — 2011
MBA

London Business School   2009 — 2011
MBA

Baruch College, City University of New York (CUNY)   2003 — 2004
MS

The University of Chicago   1994 — 1998
BA

Francesca Bartolomey Francesca Bartolomey New York, New York Details
Francesca Bartolomey's Updata Advisors Experience March 2008 - July 2009
Job Assistant District Attorney
Industry Law Practice
Experience
New York County District Attorney's Office  September 2012 - Present
Queens District Attorney's Office  September 2011 - April 2012
United States Attorney's Office, District of New Jersey   May 2011 - March 2012
Kings County District Attorneys Office  June 2010 - August 2010
Updata Advisors   March 2008 - July 2009
Forrester Research  June 2006 - March 2008

Skills
Criminal Law, Legal Research, Courts, Westlaw, Legal Writing, Trials, Research, Lexis, Litigation

Education
Columbia University School of Law   2009 — 2012
JD

Wellesley College   2002 — 2006
BA, History

Andrew Dorgan Andrew Dorgan Chicago, Illinois Details
Andrew Dorgan's Updata Advisors Experience July 2008 - March 2009
Job General Manager at Sauers Ford Lincoln
Industry Investment Banking
Experience
Sauers Ford Lincoln   February 2014 - Present
Sauers Buick GMC   March 2013 - February 2014
Sandler O'Neill  July 2011 - March 2013
Mooreland Partners  January 2010 - August 2011
Updata Advisors   July 2008 - March 2009
Susquehanna International Group  March 2007 - October 2007
BlackRock  March 2006 - January 2007

Education
Drexel University