Upromise Investments
Industry: Company
DescriptionFounded: 2002 Parent organization: Ascensus
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Upromise Investments Employees
Employee
Years
Job
Industry
Khalel Pritchard Khalel Pritchard's Upromise Investments Experience 2011 - April 2013
Job Relationship Management UPromise Investments (FINRA Licensed)
Industry Financial Services
Experience
Upromise April 2013 - Present
UPromise Investments 2011 - April 2013
Barton Associates Inc. June 2011 - October 2011
Gaines Electric 2010 - 2010
CC Consulting 2008 - 2008
Elektra Records 2001 - 2004
Education
Bryant University 2007 — 2011
Bachelor of Arts (B.A.), Communication, General
Bryant University 2006 — 2011
Bachelor of Arts (B.A.), Communication
Upromise April 2013 - Present
UPromise Investments 2011 - April 2013
Barton Associates Inc. June 2011 - October 2011
Gaines Electric 2010 - 2010
CC Consulting 2008 - 2008
Elektra Records 2001 - 2004
Education
Bryant University 2007 — 2011
Bachelor of Arts (B.A.), Communication, General
Bryant University 2006 — 2011
Bachelor of Arts (B.A.), Communication
Robert Hunt, Jr. CIMC, CIMA Robert Hunt, Jr. CIMC, CIMA's Upromise Investments Experience June 2006 - October 2011
Job Director, North Region at RNC Genter Capital Management
Industry Financial Services
Experience
RNC Genter Capital Management April 2012 - Present
Upromise Investments June 2006 - October 2011
Old Mutual 2005 - 2006
Phoenix Investment Partners February 2002 - June 2005
Kayne Anderson Rudnick April 1996 - February 2002
Skills
Series 7, Mutual Funds, Series 63, Investment Strategies, Asset Allocation, Investments, Asset Managment, Investment Management, Wealth Management, Separately Managed...
Education
Benedictine College 1980 — 1984
B.A., Accounting & Business Admin
St. Thomas Aquinas 1978 — 1980
RNC Genter Capital Management April 2012 - Present
Upromise Investments June 2006 - October 2011
Old Mutual 2005 - 2006
Phoenix Investment Partners February 2002 - June 2005
Kayne Anderson Rudnick April 1996 - February 2002
Skills
Series 7, Mutual Funds, Series 63, Investment Strategies, Asset Allocation, Investments, Asset Managment, Investment Management, Wealth Management, Separately Managed...
Education
Benedictine College 1980 — 1984
B.A., Accounting & Business Admin
St. Thomas Aquinas 1978 — 1980
Vineel Nalla's Upromise Investments Experience 2006 - 2007
Job
Industry Information Technology and Services
Experience
NBOS Technologies January 2008 - Present
Upromise Investments 2006 - 2007
Upromise 2003 - 2005
Upromise 2001 - 2003
Fidelity Systems Company, Boston 1995 - 2001
Fidelity Investments January 1998 - September 2000
Fidelity Investments 1995 - 1998
Skills
Agile Methodologies, System Architecture, Quality Assurance, SDLC, REST, Java, Security, Vendor Management, Program Management, Scalability, Unix, SaaS
Education
The University of Texas at Arlington 1993 — 1995
Masters, Computer Science
UTA 1993 — 1995
Masters, Computer Science
Bharathiya Vidhya Bhavans 1986 — 1988
NBOS Technologies January 2008 - Present
Upromise Investments 2006 - 2007
Upromise 2003 - 2005
Upromise 2001 - 2003
Fidelity Systems Company, Boston 1995 - 2001
Fidelity Investments January 1998 - September 2000
Fidelity Investments 1995 - 1998
Skills
Agile Methodologies, System Architecture, Quality Assurance, SDLC, REST, Java, Security, Vendor Management, Program Management, Scalability, Unix, SaaS
Education
The University of Texas at Arlington 1993 — 1995
Masters, Computer Science
UTA 1993 — 1995
Masters, Computer Science
Bharathiya Vidhya Bhavans 1986 — 1988
Grace Allendorf's Upromise Investments Experience September 2005 - October 2011
Job Community Performances and Summer Institutes Manager at New England Conservatory
Industry Music
Experience
New England Conservatory March 2015 - Present
First Parish in Milton September 2012 - Present
Longy School of Music of Bard College September 2013 - March 2015
Longy School of Music November 2011 - August 2013
Unitarian Universalist Society of Wellesley Hills September 2007 - June 2012
Upromise Investments September 2005 - October 2011
Longy School of Music September 2008 - May 2010
Broadway in October 2004 - May 2005
Handel and Haydn Society March 2005 - April 2005
Handel and Haydn Society February 2004 - May 2004
Skills
Music, Social Media, Press Releases, Research, Music Education, Event Planning, Marketing, Opera, Arts Administration, Event Management, Classical, Leadership, Microsoft Office, Teaching, Chamber Music, Singing, Facebook, Performing Arts, Educational Technology, Technology Management, Training, Program Management, Musical Theatre, Project Planning, Project Management, Music Scheduling, Master Scheduling, Logistics, Communication, Music Theory, Newsletters
Education
Longy School of Music 2008 — 2010
Master of Music with Distinction, Vocal Performance
Brandeis University 2000 — 2004
BA, Music, Vocal Performance Program, Theatre Arts
New England Conservatory March 2015 - Present
First Parish in Milton September 2012 - Present
Longy School of Music of Bard College September 2013 - March 2015
Longy School of Music November 2011 - August 2013
Unitarian Universalist Society of Wellesley Hills September 2007 - June 2012
Upromise Investments September 2005 - October 2011
Longy School of Music September 2008 - May 2010
Broadway in October 2004 - May 2005
Handel and Haydn Society March 2005 - April 2005
Handel and Haydn Society February 2004 - May 2004
Skills
Music, Social Media, Press Releases, Research, Music Education, Event Planning, Marketing, Opera, Arts Administration, Event Management, Classical, Leadership, Microsoft Office, Teaching, Chamber Music, Singing, Facebook, Performing Arts, Educational Technology, Technology Management, Training, Program Management, Musical Theatre, Project Planning, Project Management, Music Scheduling, Master Scheduling, Logistics, Communication, Music Theory, Newsletters
Education
Longy School of Music 2008 — 2010
Master of Music with Distinction, Vocal Performance
Brandeis University 2000 — 2004
BA, Music, Vocal Performance Program, Theatre Arts
Leila Cotran Leila Cotran's Upromise Investments Experience 2007 - 2009
Job Sr. Business Systems Analyst at Dassault Systemes
Industry Computer Software
Experience
Dassault Systemes March 2011 - Present
TJX February 2010 - February 2011
Upromise Investments 2007 - 2009
First Marblehead 2007 - 2007
American Student Assistance 2002 - 2007
Commerce.TV January 2000 - September 2001
Epsilon August 1996 - January 2000
Skills
SDLC, Integration, Requirements Analysis, Requirements Gathering, Databases, Visio, Software Project..., Business Analysis, Business Requirements, Software Development, Agile Methodologies, Business Intelligence, SQL, XML, Microsoft SQL Server, Database Design
Education
Boston University Questrom School of Business 1987 — 1989
MBA and MS/MIS, Business, Information Systems
Connecticut College
Bachelor of Arts (B.A.), Government
Dassault Systemes March 2011 - Present
TJX February 2010 - February 2011
Upromise Investments 2007 - 2009
First Marblehead 2007 - 2007
American Student Assistance 2002 - 2007
Commerce.TV January 2000 - September 2001
Epsilon August 1996 - January 2000
Skills
SDLC, Integration, Requirements Analysis, Requirements Gathering, Databases, Visio, Software Project..., Business Analysis, Business Requirements, Software Development, Agile Methodologies, Business Intelligence, SQL, XML, Microsoft SQL Server, Database Design
Education
Boston University Questrom School of Business 1987 — 1989
MBA and MS/MIS, Business, Information Systems
Connecticut College
Bachelor of Arts (B.A.), Government
Jom Chanpong Jom Chanpong's Upromise Investments Experience 2002 - 2005
Job Financial Services Professional
Industry Financial Services
Experience
Charles Schwab 2011 - Present
Computershare 2010 - 2011
OneShare Investments 2008 - 2010
First Republic Securities 2007 - 2008
Emerson Investment Mgmt 2005 - 2007
Upromise Investments 2002 - 2005
Skills
Data Analysis, Start-ups, Equities, Investments, Business Development, Financial Services, Relationship Management, Investment Management, Process Improvement
Education
Northern Illinois University
Charles Schwab 2011 - Present
Computershare 2010 - 2011
OneShare Investments 2008 - 2010
First Republic Securities 2007 - 2008
Emerson Investment Mgmt 2005 - 2007
Upromise Investments 2002 - 2005
Skills
Data Analysis, Start-ups, Equities, Investments, Business Development, Financial Services, Relationship Management, Investment Management, Process Improvement
Education
Northern Illinois University
Peter Panos Peter Panos's Upromise Investments Experience November 2010 - June 2011
Job Finance Manager at University of Utah
Industry Financial Services
Experience
University of Utah June 2013 - Present
State Street June 2011 - June 2013
Columbus Group LLC November 2010 - June 2011
Upromise Investments November 2010 - June 2011
Raytheon June 2009 - January 2010
Deer Valley Resort August 2007 - August 2008
Deer Valley Resort April 2005 - August 2007
Education
Northeastern University - Graduate School of Business Administration
MBA
University of Utah
BS
Park City High School
Diploma
University of Utah June 2013 - Present
State Street June 2011 - June 2013
Columbus Group LLC November 2010 - June 2011
Upromise Investments November 2010 - June 2011
Raytheon June 2009 - January 2010
Deer Valley Resort August 2007 - August 2008
Deer Valley Resort April 2005 - August 2007
Education
Northeastern University - Graduate School of Business Administration
MBA
University of Utah
BS
Park City High School
Diploma
Julia Lunetta's Upromise Investments Experience September 2008 - May 2010
Job Technically and Creatively Skilled
Industry Information Technology and Services
Experience
Akamai Technologies September 2012 - Present
Annals of Improbable Research February 2008 - Present
Unreliable Narrator Theater Group 2010 - 2013
CIDC June 2010 - August 2012
Blue Sky Red Entertainment April 2006 - July 2011
Upromise Investments September 2008 - May 2010
Upromise, Inc January 2004 - September 2008
Skills
Writing, HTML, Perl, Integration, Microsoft Office, Customer Relations, Agile, Troubleshooting, Social Media, Editing, Linux, Excel, Quality Assurance, Programming, Windows, Problem Solving, Agile Methodologies, User Experience, Scrum, Unix, Software Documentation, MySQL, Microsoft Excel, Testing, OS X, SDLC, Project Management, Web Development, Analysis, Team Leadership, Software Project..., Social Networking, Requirements Analysis, CSS, Software Development, Customer Service, System Administration
Education
Harvard University 1998 — 2003
BA, Women's Studies
Akamai Technologies September 2012 - Present
Annals of Improbable Research February 2008 - Present
Unreliable Narrator Theater Group 2010 - 2013
CIDC June 2010 - August 2012
Blue Sky Red Entertainment April 2006 - July 2011
Upromise Investments September 2008 - May 2010
Upromise, Inc January 2004 - September 2008
Skills
Writing, HTML, Perl, Integration, Microsoft Office, Customer Relations, Agile, Troubleshooting, Social Media, Editing, Linux, Excel, Quality Assurance, Programming, Windows, Problem Solving, Agile Methodologies, User Experience, Scrum, Unix, Software Documentation, MySQL, Microsoft Excel, Testing, OS X, SDLC, Project Management, Web Development, Analysis, Team Leadership, Software Project..., Social Networking, Requirements Analysis, CSS, Software Development, Customer Service, System Administration
Education
Harvard University 1998 — 2003
BA, Women's Studies
Elizabeth (Beth) Carey's Upromise Investments Experience January 2007 - July 2008
Job Assistant Professor, Marketing/Advertising/Branding President Apply Yourself Today, LLC
Industry Marketing and Advertising
Experience
Apply Yourself Today, LLC March 2015 - Present
Johnson & Wales University August 2008 - Present
Blue Cross/Blue Shield of Illinois September 2009 - August 2013
Johnson & Wales University 2008 - 2013
Verizon Wireless August 2011 - June 2012
Upromise Investments January 2007 - July 2008
Carey/Vollmer Global Marketing May 2004 - October 2005
J.Brown/LMC Group, Grey Group September 1999 - April 2004
J.Brown/LMC Group-Subsidiary of Grey Advertising 1994 - 1997
A.T. Cross Company October 1987 - May 1991
Skills
Online Advertising, Social Media, Direct Marketing, Marketing Communications, Advertising, Strategy, Marketing Strategy, Digital Marketing, Public Relations, Social Media Marketing, Email Marketing, Marketing, Web Strategy, Multi-channel Marketing, CRM, Mobile Advertising, Integrated Marketing, Online Marketing, Branding
Education
College of the Holy Cross 1983 — 1987
B.A., English, Cum Laude
Providence College 1989 — 1993
M.B.A., Marketing/Finance, Summa Cum Laude
Rhode Island School of Design 1987 — 1990
Certificate Program, Advertising Design Certificate Coursework
Apply Yourself Today, LLC March 2015 - Present
Johnson & Wales University August 2008 - Present
Blue Cross/Blue Shield of Illinois September 2009 - August 2013
Johnson & Wales University 2008 - 2013
Verizon Wireless August 2011 - June 2012
Upromise Investments January 2007 - July 2008
Carey/Vollmer Global Marketing May 2004 - October 2005
J.Brown/LMC Group, Grey Group September 1999 - April 2004
J.Brown/LMC Group-Subsidiary of Grey Advertising 1994 - 1997
A.T. Cross Company October 1987 - May 1991
Skills
Online Advertising, Social Media, Direct Marketing, Marketing Communications, Advertising, Strategy, Marketing Strategy, Digital Marketing, Public Relations, Social Media Marketing, Email Marketing, Marketing, Web Strategy, Multi-channel Marketing, CRM, Mobile Advertising, Integrated Marketing, Online Marketing, Branding
Education
College of the Holy Cross 1983 — 1987
B.A., English, Cum Laude
Providence College 1989 — 1993
M.B.A., Marketing/Finance, Summa Cum Laude
Rhode Island School of Design 1987 — 1990
Certificate Program, Advertising Design Certificate Coursework
Ed McGrath's Upromise Investments Experience January 2008 - November 2012
Job eCommerce Solutions Consultant
Industry Financial Services
Experience
Vantiv August 2015 - Present
Chase Paymentech November 2012 - Present
Upromise Investments January 2008 - November 2012
Upromise Investments June 2006 - January 2008
Pioneer Investments 2004 - 2006
Pioneer Investments 2000 - 2004
Pioneer Investments 1998 - 2000
Skills
Process Improvement, Call Center, Metrics Reporting, Financial Services, CRM, Project Planning, Management, Budget, Bloomberg, Vendor Management, Mutual Funds, Securities, Series 7, Asset Managment, Investments
Education
Northeastern University - Graduate School of Business Administration 1997 — 2003
MBA, Business Management
Merrimack College 1991 — 1995
Bachelors, Business
Vantiv August 2015 - Present
Chase Paymentech November 2012 - Present
Upromise Investments January 2008 - November 2012
Upromise Investments June 2006 - January 2008
Pioneer Investments 2004 - 2006
Pioneer Investments 2000 - 2004
Pioneer Investments 1998 - 2000
Skills
Process Improvement, Call Center, Metrics Reporting, Financial Services, CRM, Project Planning, Management, Budget, Bloomberg, Vendor Management, Mutual Funds, Securities, Series 7, Asset Managment, Investments
Education
Northeastern University - Graduate School of Business Administration 1997 — 2003
MBA, Business Management
Merrimack College 1991 — 1995
Bachelors, Business
Sumant Shanbag Sumant Shanbag's Upromise Investments Experience July 2006 - November 2013
Job Technical Architect at Ascensus College Savings (Formerly Upromise Investments)
Industry Financial Services
Experience
Ascensus November 2013 - Present
Upromise Investments July 2006 - November 2013
Nous Infosystems January 2006 - May 2006
Vmoksha Technologies/S1 September 2002 - December 2005
Asera Software India Pvt Ltd July 2001 - August 2002
Shankerson Consulting Inc., March 2001 - July 2001
Imagine Media November 2000 - February 2001
PersonalMD.com October 1998 - November 2000
Philips Software Center October 1996 - September 1998
Skills
Weblogic, Software Development, Struts, EJB, J2EE, Web Services, JSP, XML, Java, AJAX, Unix, SQL, JavaScript, Web Applications, Ant, JDBC, Enterprise Architecture, Spring, DB2, Java Enterprise Edition
Education
Karnatak University 1992 — 1996
Bachelor's Degree, Computer Sc. & Engineering
Bagalkot
Ascensus November 2013 - Present
Upromise Investments July 2006 - November 2013
Nous Infosystems January 2006 - May 2006
Vmoksha Technologies/S1 September 2002 - December 2005
Asera Software India Pvt Ltd July 2001 - August 2002
Shankerson Consulting Inc., March 2001 - July 2001
Imagine Media November 2000 - February 2001
PersonalMD.com October 1998 - November 2000
Philips Software Center October 1996 - September 1998
Skills
Weblogic, Software Development, Struts, EJB, J2EE, Web Services, JSP, XML, Java, AJAX, Unix, SQL, JavaScript, Web Applications, Ant, JDBC, Enterprise Architecture, Spring, DB2, Java Enterprise Edition
Education
Karnatak University 1992 — 1996
Bachelor's Degree, Computer Sc. & Engineering
Bagalkot
David Chapleau David Chapleau's Upromise Investments Experience 2008 - 2008
Job Manager, Talent Acquisition at CVS Health
Industry Human Resources
Experience
CVS Caremark Corporation February 2013 - Present
Seven Step RPO February 2013 - Present
Workbridge Associates November 2012 - February 2013
Masterman, Culbert & Tully LLP May 2012 - November 2012
Chapleau Law, LLC June 2010 - August 2010
Chapleau Law, LLC June 2009 - August 2009
Upromise Investments 2008 - 2008
Skills
Talent Acquisition, Copy Editing, Business Development, College Recruiting, Screening Resumes, Document Drafting, Recruiting, Hiring, Internet Recruiting, IT Recruitment, Interviews, Staffing Services, Sourcing, Full-life Cycle..., H-1B, Employment-based..., Applicant Tracking..., Technical Recruiting, Executive Search, Screening
Education
Roger Williams University 2008 — 2012
Bachelor of Arts (B.A.), History, English Literature
Grafton Highschool
CVS Caremark Corporation February 2013 - Present
Seven Step RPO February 2013 - Present
Workbridge Associates November 2012 - February 2013
Masterman, Culbert & Tully LLP May 2012 - November 2012
Chapleau Law, LLC June 2010 - August 2010
Chapleau Law, LLC June 2009 - August 2009
Upromise Investments 2008 - 2008
Skills
Talent Acquisition, Copy Editing, Business Development, College Recruiting, Screening Resumes, Document Drafting, Recruiting, Hiring, Internet Recruiting, IT Recruitment, Interviews, Staffing Services, Sourcing, Full-life Cycle..., H-1B, Employment-based..., Applicant Tracking..., Technical Recruiting, Executive Search, Screening
Education
Roger Williams University 2008 — 2012
Bachelor of Arts (B.A.), History, English Literature
Grafton Highschool
Karthik Periyapatna's Upromise Investments Experience February 2008 - August 2008
Job Senior Software Developer at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments August 2008 - Present
Upromise Investments February 2008 - August 2008
Wellington Management March 2004 - February 2008
Phoenix Global Solutions Pvt Ltd October 2000 - December 2001
Education
The University of Texas at Dallas
M.S, Computer Science
Fidelity Investments August 2008 - Present
Upromise Investments February 2008 - August 2008
Wellington Management March 2004 - February 2008
Phoenix Global Solutions Pvt Ltd October 2000 - December 2001
Education
The University of Texas at Dallas
M.S, Computer Science
Jayashree Moogala's Upromise Investments Experience 2004 - 2005
Job Principal Software Engineer at Perceptive Informatics (Subsidiary of PAREXEL International Corporation)
Industry Computer Software
Experience
Perceptive Informatics (Subsidiary of PAREXEL International Corporation) March 2013 - Present
Perceptive Informatics (Subsidiary of PAREXEL International Corporation) February 2008 - February 2013
OpenPages, Inc. 2005 - 2007
Upromise Investments 2004 - 2005
Talent IT Services May 2003 - April 2004
State Street Bank & Trust Company June 2001 - November 2001
Entigo December 1999 - February 2001
Highmark Life and Casualty Group (BCBS) September 1997 - November 1999
GALT Technologies October 1996 - August 1997
Xpert Computers November 1993 - December 1994
Skills
Agile Methodologies, XML, SQL, Java, SDLC, Software Development
Education
University of Mumbai
Bachelor of Engineering (B.E.), Computer Science
Perceptive Informatics (Subsidiary of PAREXEL International Corporation) March 2013 - Present
Perceptive Informatics (Subsidiary of PAREXEL International Corporation) February 2008 - February 2013
OpenPages, Inc. 2005 - 2007
Upromise Investments 2004 - 2005
Talent IT Services May 2003 - April 2004
State Street Bank & Trust Company June 2001 - November 2001
Entigo December 1999 - February 2001
Highmark Life and Casualty Group (BCBS) September 1997 - November 1999
GALT Technologies October 1996 - August 1997
Xpert Computers November 1993 - December 1994
Skills
Agile Methodologies, XML, SQL, Java, SDLC, Software Development
Education
University of Mumbai
Bachelor of Engineering (B.E.), Computer Science
Benson Kamau's Upromise Investments Experience June 2007 - October 2011
Job Systems Administrator
Industry Information Technology and Services
Experience
Veracode October 2011 - Present
Upromise June 2007 - October 2011
Upromise Investments June 2007 - October 2011
Empire Today 2004 - 2007
Skills
Amazon Web Services..., Cloud Computing, Security, Network Security, Computer Security, Disaster Recovery, Active Directory, VMware, Team Leadership, Virtualization, Blackberry Enterprise..., IT Solutions, System Administration, Windows Server, Windows, Firewalls, Problem Solving, VPN, Software Documentation, Vendor Management, Blackberry, Cisco Networking, Troubleshooting, Data Center, Microsoft Office, Compliance, Team Building, iPhone, Documentation, Windows Server 2003, Windows Server 2008, Microsoft Exchange, Technical Support, Hardware, VMware ESX, Microsoft SQL Server, SaaS, Group Policy, HP, SQL
Education
Bridgewater State College 2010 — 2013
Vision Institute 2000 — 2002
Associate Degree, Management Information Systems
Udemy
Udemy
Veracode October 2011 - Present
Upromise June 2007 - October 2011
Upromise Investments June 2007 - October 2011
Empire Today 2004 - 2007
Skills
Amazon Web Services..., Cloud Computing, Security, Network Security, Computer Security, Disaster Recovery, Active Directory, VMware, Team Leadership, Virtualization, Blackberry Enterprise..., IT Solutions, System Administration, Windows Server, Windows, Firewalls, Problem Solving, VPN, Software Documentation, Vendor Management, Blackberry, Cisco Networking, Troubleshooting, Data Center, Microsoft Office, Compliance, Team Building, iPhone, Documentation, Windows Server 2003, Windows Server 2008, Microsoft Exchange, Technical Support, Hardware, VMware ESX, Microsoft SQL Server, SaaS, Group Policy, HP, SQL
Education
Bridgewater State College 2010 — 2013
Vision Institute 2000 — 2002
Associate Degree, Management Information Systems
Udemy
Udemy
Jennifer Camelio's Upromise Investments Experience October 2006 - November 2010
Job Senior Director, Creative at Sallie Mae Bank
Industry Marketing and Advertising
Experience
Sallie Mae Bank November 2014 - Present
Sallie Mae November 2010 - November 2014
Upromise Investments October 2006 - November 2010
TFI Incorporated April 2005 - August 2006
YMCA August 2000 - April 2005
LJM & Associates June 2003 - August 2003
Skills
Adobe Creative Suite, Creative Direction, Corporate Branding, Web Design, Marketing Strategy, Graphic Design, Integrated Marketing, Email Marketing, Advertising, Direct Marketing, Management, Logo Design, Marketing
Education
Massachusetts College of Art and Design
Professional and Continuing Education
University of Central Florida
BFA, Fine Art, Graphic Design
University of Florida
Fine Art
Sallie Mae Bank November 2014 - Present
Sallie Mae November 2010 - November 2014
Upromise Investments October 2006 - November 2010
TFI Incorporated April 2005 - August 2006
YMCA August 2000 - April 2005
LJM & Associates June 2003 - August 2003
Skills
Adobe Creative Suite, Creative Direction, Corporate Branding, Web Design, Marketing Strategy, Graphic Design, Integrated Marketing, Email Marketing, Advertising, Direct Marketing, Management, Logo Design, Marketing
Education
Massachusetts College of Art and Design
Professional and Continuing Education
University of Central Florida
BFA, Fine Art, Graphic Design
University of Florida
Fine Art
Liz Robinson's Upromise Investments Experience January 2006 - August 2011
Job Vice President, Brand Strategy and Creative Services at Sallie Mae
Industry Financial Services
Experience
Sallie Mae February 2014 - Present
Sallie Mae November 2010 - January 2014
Upromise Investments January 2006 - August 2011
FIDELITY INVESTMENTS TAX-EXEMPT SERVICES COMPANY (FITSCO) January 1997 - January 2006
TRINITY COMMUNICATIONS, INC January 1999 - January 2001
FIDELITY INVESTMENTS ADVERTISING AGENCY January 1996 - January 1997
CAMP DRESSER & MCKEE January 1994 - January 1996
THE INTERFACE GROUP January 1994 - January 1996
ALLMERICA FINANCIAL CORPORATION January 1994 - January 1996
Skills
Integrated Marketing, Strategy, Marketing, Leadership, Marketing Strategy, Brand Management, Marketing Communications, Management, Advertising, Public Relations, Direct Marketing, New Business Development, Product Marketing, Budgets, Direct Mail, Program Management, Internal Communications, Team Leadership, Customer Acquisition, Product Development
Education
SIMMONS COLLEGE 1985 — 1989
B.A, Advertising and Sociology
Simmons College 1985 — 1989
Advertising/Sociology, Advertising
Sallie Mae February 2014 - Present
Sallie Mae November 2010 - January 2014
Upromise Investments January 2006 - August 2011
FIDELITY INVESTMENTS TAX-EXEMPT SERVICES COMPANY (FITSCO) January 1997 - January 2006
TRINITY COMMUNICATIONS, INC January 1999 - January 2001
FIDELITY INVESTMENTS ADVERTISING AGENCY January 1996 - January 1997
CAMP DRESSER & MCKEE January 1994 - January 1996
THE INTERFACE GROUP January 1994 - January 1996
ALLMERICA FINANCIAL CORPORATION January 1994 - January 1996
Skills
Integrated Marketing, Strategy, Marketing, Leadership, Marketing Strategy, Brand Management, Marketing Communications, Management, Advertising, Public Relations, Direct Marketing, New Business Development, Product Marketing, Budgets, Direct Mail, Program Management, Internal Communications, Team Leadership, Customer Acquisition, Product Development
Education
SIMMONS COLLEGE 1985 — 1989
B.A, Advertising and Sociology
Simmons College 1985 — 1989
Advertising/Sociology, Advertising
Gabrielle Anastasi's Upromise Investments Experience 2002 - 2008
Job NC 529 Savings Services Supervisor at College Foundation, Inc.
Industry Investment Management
Experience
College Foundation, Inc. March 2013 - Present
College Foundation, Inc. September 2008 - March 2013
Upromise Investments 2002 - 2008
Skills
Microsoft Office, Microsoft Excel, Accounting, Financial Reporting
Education
Xavier University of Louisiana 1984 — 1988
Accounting
Saint Mary's College of California
BA, Health Services Administration
College Foundation, Inc. March 2013 - Present
College Foundation, Inc. September 2008 - March 2013
Upromise Investments 2002 - 2008
Skills
Microsoft Office, Microsoft Excel, Accounting, Financial Reporting
Education
Xavier University of Louisiana 1984 — 1988
Accounting
Saint Mary's College of California
BA, Health Services Administration
Jeff Howkins's Upromise Investments Experience May 2010 - Present
Job CEO at Ascensus College Savings
Industry Financial Services
Experience
Ascensus College Savings December 2013 - Present
Upromise Investments May 2010 - Present
Upromise investments, Inc. October 2004 - 2010
Education
RPI 1992 — 1994
MBA, Business Administration and Management, General
Harvard University 1980 — 1984
Bachelor of Arts (BA), History
Ascensus College Savings December 2013 - Present
Upromise Investments May 2010 - Present
Upromise investments, Inc. October 2004 - 2010
Education
RPI 1992 — 1994
MBA, Business Administration and Management, General
Harvard University 1980 — 1984
Bachelor of Arts (BA), History
Susan Serewicz's Upromise Investments Experience 2012 - Present
Job Director, Client Services at Ascensus College Savings
Industry Financial Services
Experience
Upromise Investments 2012 - Present
Upromise 2007 - 2012
PFPC 1998 - 2007
Skills
Series 7, Financial Services, Securities, Mutual Funds, Investments, Asset Management, Relationship Management, Process Improvement, Client Services, Business Analysis, FINRA, Series 26, Leadership
Education
University of Massachusetts, Amherst 1990 — 1994
BS
Upromise Investments 2012 - Present
Upromise 2007 - 2012
PFPC 1998 - 2007
Skills
Series 7, Financial Services, Securities, Mutual Funds, Investments, Asset Management, Relationship Management, Process Improvement, Client Services, Business Analysis, FINRA, Series 26, Leadership
Education
University of Massachusetts, Amherst 1990 — 1994
BS
James Gambee's Upromise Investments Experience November 2009 - February 2013
Job Territory Sales Manager
Industry Medical Devices
Experience
Olympus February 2013 - Present
Upromise Investments November 2009 - February 2013
Skills
Customer Service, Leadership, Sales, Project Management, Marketing, Public Speaking, Financial Analysis, Quota Achievement, Quota Management, Disposables, Capital Equipment, Qualifying Prospects, Customer Experience, Sales Funnel..., Strategic Sales Plans, Richardson Solution..., Operating Room, Otolaryngology, Cold Calling, Ethical Decision Making
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2009
Master of Arts (M.A.), Finance, General
Bentley University 2003 — 2007
Bachelor of Applied Science (B.A.Sc.), Finance, General
East Bridgewater High School 2000 — 2003
Olympus February 2013 - Present
Upromise Investments November 2009 - February 2013
Skills
Customer Service, Leadership, Sales, Project Management, Marketing, Public Speaking, Financial Analysis, Quota Achievement, Quota Management, Disposables, Capital Equipment, Qualifying Prospects, Customer Experience, Sales Funnel..., Strategic Sales Plans, Richardson Solution..., Operating Room, Otolaryngology, Cold Calling, Ethical Decision Making
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2009
Master of Arts (M.A.), Finance, General
Bentley University 2003 — 2007
Bachelor of Applied Science (B.A.Sc.), Finance, General
East Bridgewater High School 2000 — 2003
Andrew Sanders's Upromise Investments Experience November 2009 - January 2010
Job Credit Analyst at State Street
Industry Financial Services
Experience
State Street September 2013 - Present
JP Morgan Chase March 2010 - September 2013
Upromise Investments November 2009 - January 2010
Cambridge College September 2009 - November 2009
First American Title June 2008 - August 2008
Bank of America May 2007 - August 2007
Sheppard Mullin Richter & Hampton LLP May 2006 - August 2006
Education
Boston College 2005 — 2009
B.S., Finance / Corporate Reporting & Analysis
State Street September 2013 - Present
JP Morgan Chase March 2010 - September 2013
Upromise Investments November 2009 - January 2010
Cambridge College September 2009 - November 2009
First American Title June 2008 - August 2008
Bank of America May 2007 - August 2007
Sheppard Mullin Richter & Hampton LLP May 2006 - August 2006
Education
Boston College 2005 — 2009
B.S., Finance / Corporate Reporting & Analysis
Kaitlin LaCasse's Upromise Investments Experience 2007 - 2009
Job Deputy Campaign Manager at Cutler for Maine
Industry Political Organization
Experience
Cutler for Maine April 2013 - Present
Lerner Foundation March 2011 - January 2013
OneMaine June 2011 - December 2012
Cutler 2010 January 2010 - November 2010
Idealware July 2009 - January 2010
Upromise Investments 2007 - 2009
Teach for America June 2005 - June 2007
Skills
Non-profits, Political Campaigns, Social Media, Volunteer Management, Grassroots Organizing, Fundraising, Nonprofits, Editing, Research, Grant Writing, Public Speaking, Community Outreach, Media Relations, Strategic Communications, Leadership, International Relations, Public Policy, Politics, Program Development, Press Releases, Corporate Communications, Public Relations, Policy Analysis, Copywriting, Community Development, Policy, Strategic Planning, Social Media Marketing, Crisis Communications, Event Planning
Education
Colgate University 2001 — 2005
B.A., Political Science, Spanish
Cutler for Maine April 2013 - Present
Lerner Foundation March 2011 - January 2013
OneMaine June 2011 - December 2012
Cutler 2010 January 2010 - November 2010
Idealware July 2009 - January 2010
Upromise Investments 2007 - 2009
Teach for America June 2005 - June 2007
Skills
Non-profits, Political Campaigns, Social Media, Volunteer Management, Grassroots Organizing, Fundraising, Nonprofits, Editing, Research, Grant Writing, Public Speaking, Community Outreach, Media Relations, Strategic Communications, Leadership, International Relations, Public Policy, Politics, Program Development, Press Releases, Corporate Communications, Public Relations, Policy Analysis, Copywriting, Community Development, Policy, Strategic Planning, Social Media Marketing, Crisis Communications, Event Planning
Education
Colgate University 2001 — 2005
B.A., Political Science, Spanish
Chris Catanese's Upromise Investments Experience December 2003 - Present
Job Director of Client Services at Ascensus College Savings
Industry Financial Services
Experience
Ascensus September 2012 - Present
Upromise Investments Inc June 2007 - Present
Upromise Investments December 2003 - Present
Upromise 2003 - 2011
Upromise Investments Inc November 2005 - June 2007
Upromise Investments Inc December 2003 - November 2005
Westgate Resort and Spa December 2002 - April 2003
AC Parsons January 1999 - January 2003
Skills
Relationship Management, Series 7, Series 63, Financial Services, Asset Managment, Securities, Investments, Management, Series 6, Project Planning, Wealth Management, CRM, Finance, FINRA, Leadership, Series 24, Training, Asset Management, Mutual Funds, 529 Plans
Education
Green Mountain College 1998 — 2002
BS, Business Administration
Green Mountain College
Bachelor of Science, Business Administration
Ascensus September 2012 - Present
Upromise Investments Inc June 2007 - Present
Upromise Investments December 2003 - Present
Upromise 2003 - 2011
Upromise Investments Inc November 2005 - June 2007
Upromise Investments Inc December 2003 - November 2005
Westgate Resort and Spa December 2002 - April 2003
AC Parsons January 1999 - January 2003
Skills
Relationship Management, Series 7, Series 63, Financial Services, Asset Managment, Securities, Investments, Management, Series 6, Project Planning, Wealth Management, CRM, Finance, FINRA, Leadership, Series 24, Training, Asset Management, Mutual Funds, 529 Plans
Education
Green Mountain College 1998 — 2002
BS, Business Administration
Green Mountain College
Bachelor of Science, Business Administration
Nina Washington's Upromise Investments Experience September 2010 - April 2011
Job Network Relations Representative at Anthem, Inc.
Industry Hospital & Health Care
Experience
Anthem, Inc. November 2012 - Present
Molina Healthcare June 2011 - July 2012
Upromise Investments September 2010 - April 2011
HCA March 2009 - June 2010
Skills
HIPAA, Medicaid
Education
Texas Southern University 2002 — 2008
Bachelor of Science, Health Administration
Anthem, Inc. November 2012 - Present
Molina Healthcare June 2011 - July 2012
Upromise Investments September 2010 - April 2011
HCA March 2009 - June 2010
Skills
HIPAA, Medicaid
Education
Texas Southern University 2002 — 2008
Bachelor of Science, Health Administration
Pamela Nigro's Upromise Investments Experience August 2004 - December 2007
Job Senior Executive Assistant at John Hancock Life Insurance Company (U.S.A.)
Industry Financial Services
Experience
John Hancock Investments October 2011 - Present
John Hancock Life Insurance Company (U.S.A.) January 2008 - October 2011
Upromise Investments August 2004 - December 2007
Education
Northeastern University 2008 — 2008
Certificate, Paralegal Studies
Roger Williams University 2000 — 2004
BS, Criminal Justice & Psychology
John Hancock Investments October 2011 - Present
John Hancock Life Insurance Company (U.S.A.) January 2008 - October 2011
Upromise Investments August 2004 - December 2007
Education
Northeastern University 2008 — 2008
Certificate, Paralegal Studies
Roger Williams University 2000 — 2004
BS, Criminal Justice & Psychology
Bryan Allard's Upromise Investments Experience 2010 - 2012
Job Product Innovation Manager at athenahealth
Industry Financial Services
Experience
athenahealth October 2014 - Present
MineralTree, Inc. 2012 - October 2014
Upromise Investments 2010 - 2012
Upromise Investments 2008 - 2010
Skills
Product Management, Project Management, Business Development, Management, Financial Services, SaaS, Enterprise Software, Analysis, CRM, Mergers & Acquisitions, Series 7, series 53, Program Management, FINRA, Strategy, Start-ups, Business Analysis, Agile Methodologies, Process Improvement, SDLC, Software Project..., Strategic Planning, SQL, Requirements Analysis, Business Strategy, Product Marketing, Data Analysis
Education
Loyola College in Maryland 2003 — 2007
Bachelor of Arts (B.A.), English Language and Literature/Letters
University of Newcastle-upon-Tyne 2006 — 2006
Semester Abroad
athenahealth October 2014 - Present
MineralTree, Inc. 2012 - October 2014
Upromise Investments 2010 - 2012
Upromise Investments 2008 - 2010
Skills
Product Management, Project Management, Business Development, Management, Financial Services, SaaS, Enterprise Software, Analysis, CRM, Mergers & Acquisitions, Series 7, series 53, Program Management, FINRA, Strategy, Start-ups, Business Analysis, Agile Methodologies, Process Improvement, SDLC, Software Project..., Strategic Planning, SQL, Requirements Analysis, Business Strategy, Product Marketing, Data Analysis
Education
Loyola College in Maryland 2003 — 2007
Bachelor of Arts (B.A.), English Language and Literature/Letters
University of Newcastle-upon-Tyne 2006 — 2006
Semester Abroad
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY