Upromise Investments, Inc.
Industry: Company
DescriptionFounded: 2002 Parent organization: Ascensus
Upromise Investments, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Upromise Investments, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Upromise Investments, Inc. Salaries. You can even request information on how much does Upromise Investments, Inc. pay if you want to. Learn about salaries, pros and cons of working for Upromise Investments, Inc. directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
57 Upromise Investments, Inc. employees in database. Find out everything there's to know about Upromise Investments, Inc. 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.
Upromise Investments, Inc. Employees
Employee
Years
Job
Industry
Josh Roman Josh Roman's Upromise Investments, Inc. Experience 2002 - 2005
Job Head of Product & Technology
Industry Computer Software
Experience
Koko. A Digital Gym. 2005 - Present
Upromise Investments, Inc. 2002 - 2005
Send.com 1998 - 2001
Sportscape.com 1997 - 1998
Skills
Scrum, XP, Positive Psychology, Start-ups, Product Management, SaaS, Agile Methodologies, Program Management, Software Project..., SDLC, User Experience, Information Architecture, Fitness Industry, Leadership, Cloud Computing, Technical Leadership, Software Development, Requirements Analysis, Product Development, Agile Project Management, E-commerce, Project Management, Analytics, Mobile Applications
Education
Princeton University 1992 — 1997
A.B., Politics
John Burroughs School
Koko. A Digital Gym. 2005 - Present
Upromise Investments, Inc. 2002 - 2005
Send.com 1998 - 2001
Sportscape.com 1997 - 1998
Skills
Scrum, XP, Positive Psychology, Start-ups, Product Management, SaaS, Agile Methodologies, Program Management, Software Project..., SDLC, User Experience, Information Architecture, Fitness Industry, Leadership, Cloud Computing, Technical Leadership, Software Development, Requirements Analysis, Product Development, Agile Project Management, E-commerce, Project Management, Analytics, Mobile Applications
Education
Princeton University 1992 — 1997
A.B., Politics
John Burroughs School
Patrick (Pat) Piscatelli Patrick (Pat) Piscatelli's Upromise Investments, Inc. Experience July 2007 - January 2008
Job Counsel at EMC
Industry Legal Services
Experience
EMC March 2009 - Present
Teradyne, Inc. January 2008 - March 2009
Upromise Investments, Inc. July 2007 - January 2008
General Dynamics Wireless Services January 2004 - March 2007
General Dynamics Wireless Services February 2001 - December 2003
American Tower Corporation January 2000 - January 2001
Bingham Dana LLP March 1999 - January 2000
Dechert LLP October 1997 - March 1999
China Hewlett Packard May 1996 - August 1996
Whirlpool Asia April 1995 - August 1995
Skills
Contract Negotiation, Analysis, Program Management, Chinese, Negotiation, Business Development, Vendor Finance, Project Management, Finance, Secured Transactions, Purchase & Sale..., Chinese culture, IaaS, Risk Analysis, Document Drafting, Structured Finance, Privacy Law, Start-ups, SaaS, Management, Legal Writing, Corporate Governance, Corporate Law, Joint Ventures
Education
Washington University in St. Louis School of Law 1994 — 1997
Juris Doctor, Law
University of Michigan 1992 — 1994
MA, Chinese Studies
Bowdoin College 1986 — 1990
BA, Asian Studies
The Taft School 1983 — 1986
High School Diploma, General
George Washington University
Cerfied Program Manager, Program Management, pass
EMC March 2009 - Present
Teradyne, Inc. January 2008 - March 2009
Upromise Investments, Inc. July 2007 - January 2008
General Dynamics Wireless Services January 2004 - March 2007
General Dynamics Wireless Services February 2001 - December 2003
American Tower Corporation January 2000 - January 2001
Bingham Dana LLP March 1999 - January 2000
Dechert LLP October 1997 - March 1999
China Hewlett Packard May 1996 - August 1996
Whirlpool Asia April 1995 - August 1995
Skills
Contract Negotiation, Analysis, Program Management, Chinese, Negotiation, Business Development, Vendor Finance, Project Management, Finance, Secured Transactions, Purchase & Sale..., Chinese culture, IaaS, Risk Analysis, Document Drafting, Structured Finance, Privacy Law, Start-ups, SaaS, Management, Legal Writing, Corporate Governance, Corporate Law, Joint Ventures
Education
Washington University in St. Louis School of Law 1994 — 1997
Juris Doctor, Law
University of Michigan 1992 — 1994
MA, Chinese Studies
Bowdoin College 1986 — 1990
BA, Asian Studies
The Taft School 1983 — 1986
High School Diploma, General
George Washington University
Cerfied Program Manager, Program Management, pass
Tiffany M. Warren Tiffany M. Warren's Upromise Investments, Inc. Experience July 2010 - January 2011
Job Graphic Designer at Sallie Mae
Industry Graphic Design
Experience
Sallie Mae May 2011 - Present
Northeastern University September 2006 - May 2011
Northeastern University Center for the Arts, Boston, MA September 2006 - May 2011
Upromise Investments, Inc. July 2010 - January 2011
SmartBargains.com July 2006 - January 2010
Upromise Investments, Inc. July 2008 - June 2009
Konjolka Media July 2007 - July 2008
Skills
Adobe Creative Suite, Graphic Design, Marketing, Digital Media, Flyers, InDesign, Illustrator, Typography, Layout, Information Design, Collateral, Logo Design, Mac, Photoshop, Adobe Acrobat
Education
Northeastern University 2006 — 2011
Bachelor of Science, Graphic Design
Sallie Mae May 2011 - Present
Northeastern University September 2006 - May 2011
Northeastern University Center for the Arts, Boston, MA September 2006 - May 2011
Upromise Investments, Inc. July 2010 - January 2011
SmartBargains.com July 2006 - January 2010
Upromise Investments, Inc. July 2008 - June 2009
Konjolka Media July 2007 - July 2008
Skills
Adobe Creative Suite, Graphic Design, Marketing, Digital Media, Flyers, InDesign, Illustrator, Typography, Layout, Information Design, Collateral, Logo Design, Mac, Photoshop, Adobe Acrobat
Education
Northeastern University 2006 — 2011
Bachelor of Science, Graphic Design
David Phalstaf David Phalstaf's Upromise Investments, Inc. Experience October 2011 - September 2013
Job Quality Assurance Analyst III, EDW, at TJX
Industry Computer Software
Experience
The TJX Companies, Inc. September 2013 - Present
Upromise Investments Inc. October 2011 - September 2013
Sallie Mae January 2008 - October 2011
Sallie Mae November 2006 - January 2008
Upromise August 2006 - November 2006
Upromise May 2002 - August 2006
Vanteon 1998 - May 2002
Skills
SQL, PL/SQL, Data Warehousing, Oracle, Software Quality..., Unix, Netezza, Star Schema, ETL, Hyperion, Hyperion Enterprise, Quality Assurance, SDLC, Databases, Test Planning, Testing, Regression Testing, Agile Methodologies, Analytics, SharePoint
Education
Boston University 2011 — 2012
Database Management and Business Intelligence Graduate Certificate, Data Modeling/Warehousing and Database Administration
University of Massachusetts Boston 1997 — 2001
BA, Earth and Geographic Sciences, Environmental Studies
The TJX Companies, Inc. September 2013 - Present
Upromise Investments Inc. October 2011 - September 2013
Sallie Mae January 2008 - October 2011
Sallie Mae November 2006 - January 2008
Upromise August 2006 - November 2006
Upromise May 2002 - August 2006
Vanteon 1998 - May 2002
Skills
SQL, PL/SQL, Data Warehousing, Oracle, Software Quality..., Unix, Netezza, Star Schema, ETL, Hyperion, Hyperion Enterprise, Quality Assurance, SDLC, Databases, Test Planning, Testing, Regression Testing, Agile Methodologies, Analytics, SharePoint
Education
Boston University 2011 — 2012
Database Management and Business Intelligence Graduate Certificate, Data Modeling/Warehousing and Database Administration
University of Massachusetts Boston 1997 — 2001
BA, Earth and Geographic Sciences, Environmental Studies
Bill Duetschler Bill Duetschler's Upromise Investments, Inc. Experience October 2006 - March 2012
Job Linux Systems Engineer, Scripting Guru
Industry Medical Devices
Experience
Pearson July 2015 - Present
Dyn September 2014 - January 2015
Vecna May 2013 - November 2013
Akamai Technologies March 2012 - December 2012
Upromise Investments, Inc. October 2006 - March 2012
Upromise/Sallie Mae 2006 - March 2012
Upromise Investment / Sallie Mae 2006 - March 2012
Gillette 2005 - 2006
Thomson Financial 1999 - 2004
Citisteel USA 1991 - 1999
Skills
Perl, HTML, Unix, SQL, Linux, MySQL, Shell Scripting, Perforce, Ubuntu, CentOS, Tomcat, PostgreSQL, Git, Subversion, Apache, Databases, Bash, Agile Methodologies
Education
University of Delaware 1984 — 1987
Chemistry
Pearson July 2015 - Present
Dyn September 2014 - January 2015
Vecna May 2013 - November 2013
Akamai Technologies March 2012 - December 2012
Upromise Investments, Inc. October 2006 - March 2012
Upromise/Sallie Mae 2006 - March 2012
Upromise Investment / Sallie Mae 2006 - March 2012
Gillette 2005 - 2006
Thomson Financial 1999 - 2004
Citisteel USA 1991 - 1999
Skills
Perl, HTML, Unix, SQL, Linux, MySQL, Shell Scripting, Perforce, Ubuntu, CentOS, Tomcat, PostgreSQL, Git, Subversion, Apache, Databases, Bash, Agile Methodologies
Education
University of Delaware 1984 — 1987
Chemistry
Matt Dalbec Matt Dalbec's Upromise Investments, Inc. Experience August 2013 - September 2013
Job Financial Analyst (Consultant) at EMC
Industry Information Technology and Services
Experience
EMC October 2013 - Present
J.P. Morgan September 2013 - October 2013
Upromise Investments, INC August 2013 - September 2013
Citizens Bank September 2012 - May 2013
Santander Bank, N.A. February 2012 - September 2012
MetLife March 2010 - February 2012
The Bank of New York Mellon November 2005 - February 2009
State Street Bank March 2003 - November 2005
Skills
Financial Analysis, Management, Budgets, Analysis, Business Analysis, Forecasting, Finance, Portfolio Management, Financial Reporting, Investments, Project Management
Education
Northeastern University - Graduate School of Business Administration 2008 — 2014
M.B.A., Concentration in Asset Management & Investments
Northeastern University 2000 — 2007
Graduate Certificate, Financial Markets & Institutions
University of Massachusetts, Amherst 1998 — 2000
B.A., Economics
Sacred Heart School 1991 — 1994
diploma
EMC October 2013 - Present
J.P. Morgan September 2013 - October 2013
Upromise Investments, INC August 2013 - September 2013
Citizens Bank September 2012 - May 2013
Santander Bank, N.A. February 2012 - September 2012
MetLife March 2010 - February 2012
The Bank of New York Mellon November 2005 - February 2009
State Street Bank March 2003 - November 2005
Skills
Financial Analysis, Management, Budgets, Analysis, Business Analysis, Forecasting, Finance, Portfolio Management, Financial Reporting, Investments, Project Management
Education
Northeastern University - Graduate School of Business Administration 2008 — 2014
M.B.A., Concentration in Asset Management & Investments
Northeastern University 2000 — 2007
Graduate Certificate, Financial Markets & Institutions
University of Massachusetts, Amherst 1998 — 2000
B.A., Economics
Sacred Heart School 1991 — 1994
diploma
Drew Barraford, CFA's Upromise Investments, Inc. Experience June 2006 - April 2008
Job Principal Examiner at Financial Industry Regulatory Authority
Industry Financial Services
Experience
Financial Industry Regulatory Authority April 2008 - Present
Upromise Investments, Inc. June 2006 - April 2008
Skills
Auditing, Compliance, Accounting, Excel, Financial Analysis, Financial Reporting, Investments
Education
University of Massachusetts, Amherst 2001 — 2006
BS, Pure/Applied Mathematics
Financial Industry Regulatory Authority April 2008 - Present
Upromise Investments, Inc. June 2006 - April 2008
Skills
Auditing, Compliance, Accounting, Excel, Financial Analysis, Financial Reporting, Investments
Education
University of Massachusetts, Amherst 2001 — 2006
BS, Pure/Applied Mathematics
Abigail Harper Brooks Abigail Harper Brooks's Upromise Investments, Inc. Experience May 2010 - October 2010
Job Senior Communications Media Analyst at Sallie Mae
Industry Public Relations and Communications
Experience
Sallie Mae November 2010 - Present
Upromise Investments, Inc. May 2010 - October 2010
Kortenhaus Communications May 2009 - August 2009
Regan Communications May 2008 - August 2008
Strategic Assets Advisory Group April 2006 - August 2008
Skills
Social Media, Public Relations, Facebook, Media Relations, Social Media Marketing, Event Planning, Press Releases, Editing, Blogging, Marketing Communications, Microsoft Office, Microsoft Excel, PowerPoint, Event Management, Marketing, Strategic Communications, Research, Microsoft Word, Vocus, Factiva, BusinessWire, New Media, Critical Mention, Analytics, Online Marketing, Project Management, Unica, Twitter, Media Monitoring, Media Response, Crisis Management, Corporate Communications, Media Analysis, Email Marketing, Customer Communication
Education
James Madison University 2006 — 2010
Bachelor of Science, Technical and Scientific Communication
Dover-Sherborn Regional High School 2002 — 2006
Sallie Mae November 2010 - Present
Upromise Investments, Inc. May 2010 - October 2010
Kortenhaus Communications May 2009 - August 2009
Regan Communications May 2008 - August 2008
Strategic Assets Advisory Group April 2006 - August 2008
Skills
Social Media, Public Relations, Facebook, Media Relations, Social Media Marketing, Event Planning, Press Releases, Editing, Blogging, Marketing Communications, Microsoft Office, Microsoft Excel, PowerPoint, Event Management, Marketing, Strategic Communications, Research, Microsoft Word, Vocus, Factiva, BusinessWire, New Media, Critical Mention, Analytics, Online Marketing, Project Management, Unica, Twitter, Media Monitoring, Media Response, Crisis Management, Corporate Communications, Media Analysis, Email Marketing, Customer Communication
Education
James Madison University 2006 — 2010
Bachelor of Science, Technical and Scientific Communication
Dover-Sherborn Regional High School 2002 — 2006
Brian Boswell's Upromise Investments, Inc. Experience May 2008 - March 2014
Job Director, Advisor Distribution at Ascensus College Savings
Industry Financial Services
Experience
Ascensus College Savings (formerly Upromise Investments, Inc.) March 2014 - Present
Upromise Investments, Inc. May 2008 - March 2014
Financial Research Corporation March 2005 - May 2008
The Ayco Company, Goldman Sachs June 2002 - January 2005
Skills
Advisor Distribution, Investments, Mutual Funds, Analysis, 529 Plans, Asset Management, Financial Services, Writing, Research, Series 7, Finance, Microsoft Office, Word, PowerPoint, Excel, Morningstar, Photoshop, Public Speaking, Microsoft Excel, Key Account Management, Financial Modeling, Media Relations, Qualitative Research, Quantitative Research, Customer Relations, Investment Products, Statistics, Financial Analysis, Securities, Technical Analysis, Sales
Education
Rensselaer Polytechnic Institute 1997 — 2001
BS
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1997 — 2001
BS
Cushing Academy 1995 — 1997
High School
Ascensus College Savings (formerly Upromise Investments, Inc.) March 2014 - Present
Upromise Investments, Inc. May 2008 - March 2014
Financial Research Corporation March 2005 - May 2008
The Ayco Company, Goldman Sachs June 2002 - January 2005
Skills
Advisor Distribution, Investments, Mutual Funds, Analysis, 529 Plans, Asset Management, Financial Services, Writing, Research, Series 7, Finance, Microsoft Office, Word, PowerPoint, Excel, Morningstar, Photoshop, Public Speaking, Microsoft Excel, Key Account Management, Financial Modeling, Media Relations, Qualitative Research, Quantitative Research, Customer Relations, Investment Products, Statistics, Financial Analysis, Securities, Technical Analysis, Sales
Education
Rensselaer Polytechnic Institute 1997 — 2001
BS
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1997 — 2001
BS
Cushing Academy 1995 — 1997
High School
Temeka Easter Temeka Easter's Upromise Investments, Inc. Experience June 2006 - April 2013
Job Social Media Guru | Marketing | Communications Professional
Industry Financial Services
Experience
Sallie Mae April 2013 - Present
Upromise Investments, Inc. June 2006 - April 2013
Edward Jones July 2000 - June 2006
Washington University School of Medicine May 1997 - May 2000
Skills
Social Media, Facebook, Twitter Marketing, Social Media Measurement, Linkedin Marketing, Management, Facebook Marketing, Leadership, Training, Leadership Development, Public Speaking, Customer Service, Team Building, Coaching, Human Resources, Marketing, Strategic Planning, Recruiting, Employee Benefits, CRM, Social Media Marketing, Employee Relations, 401k, Nonprofits, Performance Management, Strategic Financial..., Sales, Series 7, Non-profits, Project Planning, PHR, Employee Training, Workshop Facilitation
Education
Keller Graduate School of Management 2005 — 2008
MHRM, Human Resource Management, 3.9
University of Missouri-Saint Louis 1996 — 2000
BSA, BSBA, Accounting, Business Administration
Sallie Mae April 2013 - Present
Upromise Investments, Inc. June 2006 - April 2013
Edward Jones July 2000 - June 2006
Washington University School of Medicine May 1997 - May 2000
Skills
Social Media, Facebook, Twitter Marketing, Social Media Measurement, Linkedin Marketing, Management, Facebook Marketing, Leadership, Training, Leadership Development, Public Speaking, Customer Service, Team Building, Coaching, Human Resources, Marketing, Strategic Planning, Recruiting, Employee Benefits, CRM, Social Media Marketing, Employee Relations, 401k, Nonprofits, Performance Management, Strategic Financial..., Sales, Series 7, Non-profits, Project Planning, PHR, Employee Training, Workshop Facilitation
Education
Keller Graduate School of Management 2005 — 2008
MHRM, Human Resource Management, 3.9
University of Missouri-Saint Louis 1996 — 2000
BSA, BSBA, Accounting, Business Administration
Lisa (D'Allesandro) deMont Lisa (D'Allesandro) deMont's Upromise Investments, Inc. Experience February 2006 - May 2010
Job
Industry Financial Services
Experience
F-Squared Investments February 2015 - Present
F-Squared Investments October 2013 - February 2015
Marimekko Boston/Cambridge May 2010 - October 2013
Upromise Investments, Inc February 2006 - May 2010
Asset Communications, Inc. 2004 - 2006
Putnam Investments 2003 - 2004
Putnam Investments 1991 - 2003
Skills
Management, Retail, Team Building, Marketing, Marketing Strategy, New Business Development, Financial Services, Strategic Planning, Investments, Sales, Relationship Management, Merchandising, Customer Service, Mergers, Business Development, Sales Management, Social Media Marketing, Competitive Analysis, Customer Retention, Mergers & Acquisitions, Advertising, Strategy, Leadership, Selling, Salesforce.com, CRM, Product Marketing, Product Management, Marketing Communications, Sales Process, Email Marketing, Account Management, B2B, Market Research, Start-ups, Brand Development, Customer Satisfaction, Business Strategy, Brand Management, Sales Operations, Risk Management, Strategic Partnerships, Direct Marketing, Lead Generation, Integrated Marketing, Portfolio Management
Education
Simmons College - Simmons School of Management 2001 — 2003
MBA
Arlington Catholic High School
Saint Anselm College
BA
F-Squared Investments February 2015 - Present
F-Squared Investments October 2013 - February 2015
Marimekko Boston/Cambridge May 2010 - October 2013
Upromise Investments, Inc February 2006 - May 2010
Asset Communications, Inc. 2004 - 2006
Putnam Investments 2003 - 2004
Putnam Investments 1991 - 2003
Skills
Management, Retail, Team Building, Marketing, Marketing Strategy, New Business Development, Financial Services, Strategic Planning, Investments, Sales, Relationship Management, Merchandising, Customer Service, Mergers, Business Development, Sales Management, Social Media Marketing, Competitive Analysis, Customer Retention, Mergers & Acquisitions, Advertising, Strategy, Leadership, Selling, Salesforce.com, CRM, Product Marketing, Product Management, Marketing Communications, Sales Process, Email Marketing, Account Management, B2B, Market Research, Start-ups, Brand Development, Customer Satisfaction, Business Strategy, Brand Management, Sales Operations, Risk Management, Strategic Partnerships, Direct Marketing, Lead Generation, Integrated Marketing, Portfolio Management
Education
Simmons College - Simmons School of Management 2001 — 2003
MBA
Arlington Catholic High School
Saint Anselm College
BA
Justine Lescarbeau Justine Lescarbeau's Upromise Investments, Inc. Experience January 2009 - August 2009
Job Marketing Professional
Industry Marketing and Advertising
Experience
Strings December 2014 - May 2015
Gorton's September 2013 - August 2014
Gorton's June 2012 - September 2013
McNeil Consumer Healthcare January 2011 - June 2011
Johnson & Johnson January 2010 - June 2010
Upromise Investments, Inc. January 2009 - August 2009
Education
Northeastern University 2007 — 2012
Bachelor's of Science in Business Administration
Strings December 2014 - May 2015
Gorton's September 2013 - August 2014
Gorton's June 2012 - September 2013
McNeil Consumer Healthcare January 2011 - June 2011
Johnson & Johnson January 2010 - June 2010
Upromise Investments, Inc. January 2009 - August 2009
Education
Northeastern University 2007 — 2012
Bachelor's of Science in Business Administration
Kimberly Pelletier Kimberly Pelletier's Upromise Investments, Inc. Experience June 2008 - January 2009
Job Marketing Production Aficionado
Industry Marketing and Advertising
Experience
Affinion Group February 2010 - October 2014
Dollar General (Flower City Printing) November 2009 - February 2010
Upromise Investments, Inc. June 2008 - January 2009
FGS Inc. September 2005 - June 2008
Charles River Publishing March 2003 - March 2005
Bradford & Bigelow, Inc 2005 - 2005
Skills
Direct Mail, Direct Marketing, Integrated Marketing, Offset Printing, Customer Service, Marketing, Strategy, Digital Printing, Creative Direction, Pre-press, Vendor Relations, Print Management, Graphics, Data Analysis, Creative Services, Account Management, Print Production, Financial Reporting, Photography, Creative Briefs, Training & Development
Education
Rochester Institute of Technology 2001 — 2002
Master of Science (MS), Graphic Arts
Rochester Institute of Technology 1995 — 2000
Bachelor of Fine Arts (BFA), Advertising Photography
Affinion Group February 2010 - October 2014
Dollar General (Flower City Printing) November 2009 - February 2010
Upromise Investments, Inc. June 2008 - January 2009
FGS Inc. September 2005 - June 2008
Charles River Publishing March 2003 - March 2005
Bradford & Bigelow, Inc 2005 - 2005
Skills
Direct Mail, Direct Marketing, Integrated Marketing, Offset Printing, Customer Service, Marketing, Strategy, Digital Printing, Creative Direction, Pre-press, Vendor Relations, Print Management, Graphics, Data Analysis, Creative Services, Account Management, Print Production, Financial Reporting, Photography, Creative Briefs, Training & Development
Education
Rochester Institute of Technology 2001 — 2002
Master of Science (MS), Graphic Arts
Rochester Institute of Technology 1995 — 2000
Bachelor of Fine Arts (BFA), Advertising Photography
Jeremy Krafchin's Upromise Investments, Inc. Experience October 2007 - Present
Job Project Manager at Upromise Investments, Inc.
Industry Financial Services
Experience
Upromise Investments, Inc. October 2007 - Present
Upromise Investments, Inc. September 2006 - October 2007
Upromise Investments, Inc. February 2005 - September 2006
Upromise Investments, Inc. September 2003 - February 2005
Skills
Account Management, Disaster Recovery, Leadership, Management, Marketing, Process Improvement, Project Management, Quality Assurance, Salesforce.com, Strategy, Training
Education
Bentley University 1999 — 2003
BS, Finance
Upromise Investments, Inc. October 2007 - Present
Upromise Investments, Inc. September 2006 - October 2007
Upromise Investments, Inc. February 2005 - September 2006
Upromise Investments, Inc. September 2003 - February 2005
Skills
Account Management, Disaster Recovery, Leadership, Management, Marketing, Process Improvement, Project Management, Quality Assurance, Salesforce.com, Strategy, Training
Education
Bentley University 1999 — 2003
BS, Finance
Donna Leung's Upromise Investments, Inc. Experience May 2007 - August 2010
Job
Industry Design
Experience
Clarks Americas August 2010 - Present
Upromise Investments, Inc. May 2007 - August 2010
Trinity Communications, Inc. October 2003 - May 2007
New England Sports Network January 2003 - May 2003
Federal Reserve Bank of Boston 2003 - 2003
Skills
InDesign, Photoshop, Word, Excel, Adobe Creative Suite, Illustrator, Flash, PowerPoint, Web Design
Education
Massachusetts College of Art 1999 — 2003
Bachelor of Fine Arts
Massachusetts College of Art and Design 1999 — 2003
Bachelor of Fine Arts
Clarks Americas August 2010 - Present
Upromise Investments, Inc. May 2007 - August 2010
Trinity Communications, Inc. October 2003 - May 2007
New England Sports Network January 2003 - May 2003
Federal Reserve Bank of Boston 2003 - 2003
Skills
InDesign, Photoshop, Word, Excel, Adobe Creative Suite, Illustrator, Flash, PowerPoint, Web Design
Education
Massachusetts College of Art 1999 — 2003
Bachelor of Fine Arts
Massachusetts College of Art and Design 1999 — 2003
Bachelor of Fine Arts
Roger McKenna's Upromise Investments, Inc. Experience 2000 - 2008
Job Senior Accountant at Global Partners, LP Alliance Energy Gasoline Division
Industry Accounting
Experience
Global Partners LP March 2014 - Present
FusionStorm February 2013 - November 2013
Sekisui Diagnostics, LLC January 2011 - February 2013
The Princeton Review May 2008 - October 2010
Upromise, Inc. (www.upromise.com - largest college savings loyalty program in the US) 2000 - 2008
Upromise Investments, Inc. 2000 - 2008
Upromise, Inc 2000 - 2008
Inso Corporation 1996 - 2000
ADP 1987 - 1996
Skills
Payroll, General Ledger, Accounting, Accounts Payable, PeopleSoft, Journal Entries, Finance, Cash Management, Financial Analysis, ADP Payroll, Fixed Assets, Hyperion Enterprise, Financial Accounting, Variance Analysis, Great Plains Software, Financial Audits, Employee Benefits, Budget Setting, Budget Monitoring, Capital Budgeting, Budget Process, Oracle, Mfg Pro, ADP ReportSmith, ADP HRB, ADP Payforce, ADP E-Time, Sage, NetSuite, Salesforce.com
Education
University of Massachusetts, Amherst 1983 — 1987
BS, Mechanical Engineering
Bedford High School 1979 — 1983
College Prep, College Prep
Global Partners LP March 2014 - Present
FusionStorm February 2013 - November 2013
Sekisui Diagnostics, LLC January 2011 - February 2013
The Princeton Review May 2008 - October 2010
Upromise, Inc. (www.upromise.com - largest college savings loyalty program in the US) 2000 - 2008
Upromise Investments, Inc. 2000 - 2008
Upromise, Inc 2000 - 2008
Inso Corporation 1996 - 2000
ADP 1987 - 1996
Skills
Payroll, General Ledger, Accounting, Accounts Payable, PeopleSoft, Journal Entries, Finance, Cash Management, Financial Analysis, ADP Payroll, Fixed Assets, Hyperion Enterprise, Financial Accounting, Variance Analysis, Great Plains Software, Financial Audits, Employee Benefits, Budget Setting, Budget Monitoring, Capital Budgeting, Budget Process, Oracle, Mfg Pro, ADP ReportSmith, ADP HRB, ADP Payforce, ADP E-Time, Sage, NetSuite, Salesforce.com
Education
University of Massachusetts, Amherst 1983 — 1987
BS, Mechanical Engineering
Bedford High School 1979 — 1983
College Prep, College Prep
Santosh Tatireddy's Upromise Investments, Inc. Experience Principal Software EngineerAscensusDecember 2014 - Present
Job at
Industry Investment Management
Experience
UPromise Investments Inc Principal Software EngineerAscensusDecember 2014 - Present
Education
Southern Illinois University, Edwardsville 2003 — 2005
UPromise Investments Inc Principal Software EngineerAscensusDecember 2014 - Present
Education
Southern Illinois University, Edwardsville 2003 — 2005
July Perham's Upromise Investments, Inc. Experience June 2009 - Present
Job Sr. Business Systems Analyst at Upromise Investments, Inc
Industry Financial Services
Experience
Upromise Investments, Inc June 2009 - Present
Upromise Investments, Inc. April 2007 - January 2010
Upromise Investments, Inc March 2006 - April 2007
Upromise Investments, Inc. July 2004 - March 2006
Skills
SQL, User Acceptance Testing, Excel, Microsoft Office, Business Analysis, Systems Analysis
Education
Smith College 1998 — 2002
Bachelor of Arts (B.A.), Music
Upromise Investments, Inc June 2009 - Present
Upromise Investments, Inc. April 2007 - January 2010
Upromise Investments, Inc March 2006 - April 2007
Upromise Investments, Inc. July 2004 - March 2006
Skills
SQL, User Acceptance Testing, Excel, Microsoft Office, Business Analysis, Systems Analysis
Education
Smith College 1998 — 2002
Bachelor of Arts (B.A.), Music
Kathleen Enright, JD, SPHR, SHRM-SCP's Upromise Investments, Inc. Experience April 2007 - October 2010
Job Vice President of Human Resources at AIR Worldwide
Industry Human Resources
Experience
AIR Worldwide July 2011 - Present
Bunker Hill Community College July 2011 - Present
Back Bay HR January 2011 - July 2011
Upromise Investments, Inc. April 2007 - October 2010
Sallie Mae April 2007 - October 2010
Investors Bank & Trust, acquired by State Street Corporation August 1998 - April 2007
Skills
Talent Management, Employee Relations, Succession Planning, Organizational..., Internet Recruiting, Talent Acquisition, Incentive Programs, Deferred Compensation, Program Management, Human Resources, Recruiting, Training, Applicant Tracking..., Interviews, Career Development, Personnel Management, New Hire Orientations, Management, Coaching, Leadership, Onboarding, Hiring, Temporary Placement, Employee Benefits, Performance Management, Organizational..., Benefits Administration, Employee Engagement
Education
Fairfield University
BA, Psychology
Fairfield University
MA, Special Education
Massachusetts School of Law
JD, Law
AIR Worldwide July 2011 - Present
Bunker Hill Community College July 2011 - Present
Back Bay HR January 2011 - July 2011
Upromise Investments, Inc. April 2007 - October 2010
Sallie Mae April 2007 - October 2010
Investors Bank & Trust, acquired by State Street Corporation August 1998 - April 2007
Skills
Talent Management, Employee Relations, Succession Planning, Organizational..., Internet Recruiting, Talent Acquisition, Incentive Programs, Deferred Compensation, Program Management, Human Resources, Recruiting, Training, Applicant Tracking..., Interviews, Career Development, Personnel Management, New Hire Orientations, Management, Coaching, Leadership, Onboarding, Hiring, Temporary Placement, Employee Benefits, Performance Management, Organizational..., Benefits Administration, Employee Engagement
Education
Fairfield University
BA, Psychology
Fairfield University
MA, Special Education
Massachusetts School of Law
JD, Law
Yogesh Reddy's Upromise Investments, Inc. Experience October 2008 - December 2009
Job Senior Business Analyst
Industry Investment Management
Experience
Ascensus College Savings December 2009 - Present
Upromise Investments, Inc October 2008 - December 2009
Upromise Investments, Inc September 2006 - October 2008
TRUenergy February 2005 - July 2006
United Customer Management Solutions August 2004 - February 2005
AGL Pty Ltd February 2004 - August 2004
AGL Pty Ltd October 2002 - January 2004
Skills
Business Analysis, System Design, Business Requirements, Business Process, Software Project..., Software Quality..., Agile Methodologies, Product Requirements, Financial Reporting, Oracle SQL, Data Analysis, Project Management, Visio, SDLC, Process Improvement, Use Case Analysis, Business Intelligence, Web Applications, Analysis, Test Planning, Requirements Gathering, Requirements Analysis, Quality Center, Data Warehousing, Management, Systems Analysis, SQL, Strategy, Data Modeling, Integration, SOA, Enterprise Architecture, Business Process..., PL/SQL, Data Conversion, Access, Toad, Web Services, User Acceptance Testing, Oracle, Software Documentation, Quality Assurance, Test Cases, Scrum, Databases, Unix, Testing, CRM, System Testing, ETL
Education
Central Queensland University 1999 — 2002
Bachelor, Information Technology (Computer Science)
Holmesglen Institute of Tafe 1997 — 1999
Diploma of Technology, Computer Science
Certifications
Ascensus College Savings December 2009 - Present
Upromise Investments, Inc October 2008 - December 2009
Upromise Investments, Inc September 2006 - October 2008
TRUenergy February 2005 - July 2006
United Customer Management Solutions August 2004 - February 2005
AGL Pty Ltd February 2004 - August 2004
AGL Pty Ltd October 2002 - January 2004
Skills
Business Analysis, System Design, Business Requirements, Business Process, Software Project..., Software Quality..., Agile Methodologies, Product Requirements, Financial Reporting, Oracle SQL, Data Analysis, Project Management, Visio, SDLC, Process Improvement, Use Case Analysis, Business Intelligence, Web Applications, Analysis, Test Planning, Requirements Gathering, Requirements Analysis, Quality Center, Data Warehousing, Management, Systems Analysis, SQL, Strategy, Data Modeling, Integration, SOA, Enterprise Architecture, Business Process..., PL/SQL, Data Conversion, Access, Toad, Web Services, User Acceptance Testing, Oracle, Software Documentation, Quality Assurance, Test Cases, Scrum, Databases, Unix, Testing, CRM, System Testing, ETL
Education
Central Queensland University 1999 — 2002
Bachelor, Information Technology (Computer Science)
Holmesglen Institute of Tafe 1997 — 1999
Diploma of Technology, Computer Science
Certifications
Edwin J. Twomey's Upromise Investments, Inc. Experience 2011 - 2013
Job Sr. Director, Operational Risk Management at Ascensus College Savings
Industry Financial Services
Experience
Ascensus College Savings December 2014 - Present
Ascensus College Savings 2013 - 2014
Upromise Investments, Inc. 2011 - 2013
Upromise Investments, Inc. 2008 - 2011
Upromise Investments, Inc. 2004 - 2007
Education
Assumption College
Bachelor of Arts (B.A.), English
Ascensus College Savings December 2014 - Present
Ascensus College Savings 2013 - 2014
Upromise Investments, Inc. 2011 - 2013
Upromise Investments, Inc. 2008 - 2011
Upromise Investments, Inc. 2004 - 2007
Education
Assumption College
Bachelor of Arts (B.A.), English
Jessica Groomes Sol's Upromise Investments, Inc. Experience December 2010 - September 2014
Job Amaze me please
Industry Financial Services
Experience
Upromise Investments, Inc. December 2010 - September 2014
Upromise November 2007 - December 2010
McDonald's Corporation 1998 - 2006
Skills
Customer Service, Microsoft Office, Lexis, Branch Banking, Teller Operations, WordPress, Financial Services, Mutual Funds, Project Management, Finance, Loans, Securities, Leadership, Series 7, Management
Education
Northern Essex Community College 2000 — 2002
Business Management, Computer Applications
University of Phoenix
Business
Upromise Investments, Inc. December 2010 - September 2014
Upromise November 2007 - December 2010
McDonald's Corporation 1998 - 2006
Skills
Customer Service, Microsoft Office, Lexis, Branch Banking, Teller Operations, WordPress, Financial Services, Mutual Funds, Project Management, Finance, Loans, Securities, Leadership, Series 7, Management
Education
Northern Essex Community College 2000 — 2002
Business Management, Computer Applications
University of Phoenix
Business
Christopher Cyr's Upromise Investments, Inc. Experience December 2006 - May 2011
Job Director Mutual Fund Product Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2011 - Present
Upromise Investments, Inc. December 2006 - May 2011
CitiStreet 2000 - 2009
Skills
Mutual Funds, Product Management, Project Management, Finance, Management, Relationship Management, 401k, Cross-functional Team..., Retirement, Requirements Analysis, Series 7, Software Documentation, Securities, Financial Services
Education
University of Maine 1991 — 1993
BS, Business Administration
Bentley University 1989 — 1991
Fidelity Investments May 2011 - Present
Upromise Investments, Inc. December 2006 - May 2011
CitiStreet 2000 - 2009
Skills
Mutual Funds, Product Management, Project Management, Finance, Management, Relationship Management, 401k, Cross-functional Team..., Retirement, Requirements Analysis, Series 7, Software Documentation, Securities, Financial Services
Education
University of Maine 1991 — 1993
BS, Business Administration
Bentley University 1989 — 1991
Jeff Howkins's Upromise Investments, Inc. Experience October 2004 - 2010
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
Bradley Hopkins's Upromise Investments, Inc. Experience October 2008 - December 2010
Job Investor Services Site Director at Boston Financial Data Services
Industry Financial Services
Experience
Boston Financial Data Services January 2014 - Present
Higher One May 2013 - October 2013
Sallie Mae September 2012 - May 2013
Sallie Mae December 2010 - September 2012
Upromise Investments, Inc. October 2008 - December 2010
Upromise Investments, Inc March 2006 - October 2008
Bank of America July 2005 - March 2006
Bank of America February 2005 - July 2005
Skills
Financial Services, Vendor Management, Relationship Management, Mutual Funds, Project Management, Team Leadership, Call Centers, Product Management, Process Improvement, Series 7, Strategy, Mergers & Acquisitions, Management, Finance, Leadership
Education
Northeastern University 1997 — 2002
Boston Financial Data Services January 2014 - Present
Higher One May 2013 - October 2013
Sallie Mae September 2012 - May 2013
Sallie Mae December 2010 - September 2012
Upromise Investments, Inc. October 2008 - December 2010
Upromise Investments, Inc March 2006 - October 2008
Bank of America July 2005 - March 2006
Bank of America February 2005 - July 2005
Skills
Financial Services, Vendor Management, Relationship Management, Mutual Funds, Project Management, Team Leadership, Call Centers, Product Management, Process Improvement, Series 7, Strategy, Mergers & Acquisitions, Management, Finance, Leadership
Education
Northeastern University 1997 — 2002
Gary Lofurno's Upromise Investments, Inc. Experience February 2011 - August 2011
Job Senior Logistics Service Representative at On Process Technology
Industry Accounting
Experience
On Process Technology March 2012 - Present
Sunesis Marketing, Inc January 2003 - Present
HESSCO Elder Services 2014 - 2015
Frito Lay January 2012 - January 2013
The Leukemia & Lymphoma Society October 2011 - February 2012
American Red Cross April 2010 - October 2011
Upromise Investments, Inc. February 2011 - August 2011
Community Tax Aid February 2010 - March 2011
American Consumer Credit Counseling August 2010 - January 2011
United States Census Bureau April 2010 - July 2010
Skills
Accounting, QuickBooks, General Ledger, Microsoft Excel, Access, Auditing, Credit, Account Reconciliation, Accounts Receivable, Customer Service, Budgets, Microsoft Word, Analysis, Nonprofits, Microsoft Office, Tax Preparation, Process Improvement, Payroll, Financial Statements, Financial Reporting, Financial Analysis, Outlook, Program Management, Management, Leadership
Education
University of Massachusetts Boston 2007 — 2009
MS, Accounting
Temple University
BA, Accounting
On Process Technology March 2012 - Present
Sunesis Marketing, Inc January 2003 - Present
HESSCO Elder Services 2014 - 2015
Frito Lay January 2012 - January 2013
The Leukemia & Lymphoma Society October 2011 - February 2012
American Red Cross April 2010 - October 2011
Upromise Investments, Inc. February 2011 - August 2011
Community Tax Aid February 2010 - March 2011
American Consumer Credit Counseling August 2010 - January 2011
United States Census Bureau April 2010 - July 2010
Skills
Accounting, QuickBooks, General Ledger, Microsoft Excel, Access, Auditing, Credit, Account Reconciliation, Accounts Receivable, Customer Service, Budgets, Microsoft Word, Analysis, Nonprofits, Microsoft Office, Tax Preparation, Process Improvement, Payroll, Financial Statements, Financial Reporting, Financial Analysis, Outlook, Program Management, Management, Leadership
Education
University of Massachusetts Boston 2007 — 2009
MS, Accounting
Temple University
BA, Accounting
Bob Bristow, CFA's Upromise Investments, Inc. Experience January 2012 - Present
Job Chief Compliance Officer at Upromise Investments, Inc.
Industry Financial Services
Experience
Upromise Investments, Inc. January 2012 - Present
Regulatory Compliance, Inc. October 2010 - December 2011
Fidelity Investments November 1994 - July 2011
CFS Consulting Services, LLC. 2009 - 2010
COLT Telecom August 2003 - August 2005
US Securities and Exchange Commission November 1990 - November 1994
Skills
Regulatory Compliance
Education
Pace University - Lubin School of Business 1985 — 1987
MBA, Executive Management
United States Military Academy at West Point 1974 — 1978
BS, Engineering
Upromise Investments, Inc. January 2012 - Present
Regulatory Compliance, Inc. October 2010 - December 2011
Fidelity Investments November 1994 - July 2011
CFS Consulting Services, LLC. 2009 - 2010
COLT Telecom August 2003 - August 2005
US Securities and Exchange Commission November 1990 - November 1994
Skills
Regulatory Compliance
Education
Pace University - Lubin School of Business 1985 — 1987
MBA, Executive Management
United States Military Academy at West Point 1974 — 1978
BS, Engineering
Jessica Bryson's Upromise Investments, Inc. Experience September 2009 - May 2010
Job Field Fiscal Manager at Jumpstart | MBA Candidate in Public and Nonprofit Management
Industry Nonprofit Organization Management
Experience
Jumpstart 2015 - Present
Jumpstart 2011 - 2015
Strong Women, Strong Girls June 2010 - January 2011
Upromise Investments, Inc September 2009 - May 2010
Skills
Non-profits, Event Planning, Volunteer Management, Public Speaking, Program Development, Program Evaluation, Event Management, Data Analysis, Higher Education, Program Management, Teaching, Workshop Facilitation, Fundraising, Grants, Nonprofits, Leadership
Education
Boston University Graduate School of Management 2013 — 2016
Master of Business Administration (MBA), Public and Nonprofit Management
Northeastern University 2004 — 2009
BA, Communication Studies
American College of Thessaloniki 2008 — 2008
Jumpstart 2015 - Present
Jumpstart 2011 - 2015
Strong Women, Strong Girls June 2010 - January 2011
Upromise Investments, Inc September 2009 - May 2010
Skills
Non-profits, Event Planning, Volunteer Management, Public Speaking, Program Development, Program Evaluation, Event Management, Data Analysis, Higher Education, Program Management, Teaching, Workshop Facilitation, Fundraising, Grants, Nonprofits, Leadership
Education
Boston University Graduate School of Management 2013 — 2016
Master of Business Administration (MBA), Public and Nonprofit Management
Northeastern University 2004 — 2009
BA, Communication Studies
American College of Thessaloniki 2008 — 2008
Richard Ehr's Upromise Investments, Inc. Experience February 2007 - February 2013
Job Finance
Industry Financial Services
Experience
Upromise Investments, Inc February 2007 - February 2013
Education
St. Ambrose University 2005 — 2008
MBA, Business
Upromise Investments, Inc February 2007 - February 2013
Education
St. Ambrose University 2005 — 2008
MBA, Business
Jennifer Donlon's Upromise Investments, Inc. Experience April 2010 - August 2010
Job Investment Management Attorney
Industry Financial Services
Experience
PanAgora Asset Management February 2013 - Present
Axiom July 2011 - February 2013
PricewaterhouseCoopers October 2010 - May 2011
Upromise Investments, Inc. April 2010 - August 2010
LPL Financial October 2007 - December 2008
K&L Gates February 2005 - October 2007
Testa, Hurwitz & Thibeault, LLP September 2003 - January 2005
PricewaterhouseCoopers September 1997 - August 2000
Education
Northwestern University School of Law 2000 — 2003
JD
Boston College 1993 — 1997
BS
PanAgora Asset Management February 2013 - Present
Axiom July 2011 - February 2013
PricewaterhouseCoopers October 2010 - May 2011
Upromise Investments, Inc. April 2010 - August 2010
LPL Financial October 2007 - December 2008
K&L Gates February 2005 - October 2007
Testa, Hurwitz & Thibeault, LLP September 2003 - January 2005
PricewaterhouseCoopers September 1997 - August 2000
Education
Northwestern University School of Law 2000 — 2003
JD
Boston College 1993 — 1997
BS
Chris Catanese's Upromise Investments, Inc. Experience June 2007 - 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
Matthew Luft's Upromise Investments, Inc. Experience June 2009 - August 2009
Job Senior Associate Acquisitions
Industry Real Estate
Experience
IMT Capital, LLC March 2011 - Present
Aon Risk Solutions October 2010 - February 2011
UPromise Investments Inc June 2009 - August 2009
UBS Financial Services Inc June 2008 - August 2008
Liberty Investments Inc June 2007 - August 2007
Education
Harvard University 2006 — 2010
BA, Economics, Government
IMT Capital, LLC March 2011 - Present
Aon Risk Solutions October 2010 - February 2011
UPromise Investments Inc June 2009 - August 2009
UBS Financial Services Inc June 2008 - August 2008
Liberty Investments Inc June 2007 - August 2007
Education
Harvard University 2006 — 2010
BA, Economics, Government
Matthew Shump's Upromise Investments, Inc. Experience February 2009 - September 2011
Job Analytics Consultant at Cigna
Industry Financial Services
Experience
Cigna January 2014 - Present
Endurance International Group August 2012 - January 2014
Endurance International Group September 2011 - August 2012
Upromise Investments, Inc February 2009 - September 2011
WSBE (UNH) May 2008 - August 2008
Hydrology Department (UNH) 2005 - 2008
C-STEV (UNH) 2005 - 2008
Liberty Mutual Group May 2007 - November 2007
Pella Corp June 2006 - August 2006
Skills
Data Analysis, SAS, Data Mining, Statistics, Business Intelligence, Predictive Modeling, Predictive Analytics, Statistical Modeling, Business Analytics, JMP, Microsoft Office, SQL, MySQL, Quantitative Analytics, Cross-functional Team..., Process Improvement, Big Data, R, Six Sigma, Black Belt, OBIEE, Experimentation, Customer Intelligence, SAS programming, Time Series Analysis, Strategy, Minitab, Data Warehousing, Hyperion Enterprise, Business Objects, Hyperion, Data Science, Tealeaf, Cloudera, WebTrends Analytics, OpinionLab, SAS EG, Toad, Tableau, Teradata, Experimental Design
Education
University of New Hampshire 2007 — 2009
M.S, Statistics
University of New Hampshire 2003 — 2007
B.S, Mathematics
Cigna January 2014 - Present
Endurance International Group August 2012 - January 2014
Endurance International Group September 2011 - August 2012
Upromise Investments, Inc February 2009 - September 2011
WSBE (UNH) May 2008 - August 2008
Hydrology Department (UNH) 2005 - 2008
C-STEV (UNH) 2005 - 2008
Liberty Mutual Group May 2007 - November 2007
Pella Corp June 2006 - August 2006
Skills
Data Analysis, SAS, Data Mining, Statistics, Business Intelligence, Predictive Modeling, Predictive Analytics, Statistical Modeling, Business Analytics, JMP, Microsoft Office, SQL, MySQL, Quantitative Analytics, Cross-functional Team..., Process Improvement, Big Data, R, Six Sigma, Black Belt, OBIEE, Experimentation, Customer Intelligence, SAS programming, Time Series Analysis, Strategy, Minitab, Data Warehousing, Hyperion Enterprise, Business Objects, Hyperion, Data Science, Tealeaf, Cloudera, WebTrends Analytics, OpinionLab, SAS EG, Toad, Tableau, Teradata, Experimental Design
Education
University of New Hampshire 2007 — 2009
M.S, Statistics
University of New Hampshire 2003 — 2007
B.S, Mathematics
Michelle Cardone's Upromise Investments, Inc. Experience June 2010 - December 2010
Job Senior Marketing Associate for Ascensus College Savings
Industry Financial Services
Experience
Ascensus November 2014 - Present
Sallie Mae / Upromise Investments December 2010 - November 2014
Upromise Investments, Inc. June 2010 - December 2010
Dana-Farber Cancer Institute July 2009 - January 2010
Upromise Investments, Inc. July 2008 - April 2009
Skills
New Media, Fundraising, Marketing Strategy, Event Planning, Public Relations, Blogging, Marketing Communications, Business Development, Marketing, Nonprofits
Education
Northeastern University 2006 — 2011
BA, Communication Studies
University of Massachusetts at Lowell 2013 — 2016
Certificate, Graphic Design
Ascensus November 2014 - Present
Sallie Mae / Upromise Investments December 2010 - November 2014
Upromise Investments, Inc. June 2010 - December 2010
Dana-Farber Cancer Institute July 2009 - January 2010
Upromise Investments, Inc. July 2008 - April 2009
Skills
New Media, Fundraising, Marketing Strategy, Event Planning, Public Relations, Blogging, Marketing Communications, Business Development, Marketing, Nonprofits
Education
Northeastern University 2006 — 2011
BA, Communication Studies
University of Massachusetts at Lowell 2013 — 2016
Certificate, Graphic Design
Dana Lutt's Upromise Investments, Inc. Experience March 2012 - Present
Job Senior Implementation Manager at Upromise Investments, Inc
Industry Financial Services
Experience
Upromise Investments, Inc March 2012 - Present
Upromise Investments, Inc September 2007 - March 2012
DST Output January 2005 - September 2007
DST Output January 2003 - January 2005
Boston Financial Data Services January 2001 - January 2003
Boston Financial Data Services January 2000 - January 2001
Boston Financial Data Services May 1999 - January 2000
Education
Massasoit Community College 2004 — 2010
A.S., Computer Information Systems
University of Massachusetts Lowell
B.S., Information Technology
Pepperdine University
Pepperdine University
Upromise Investments, Inc March 2012 - Present
Upromise Investments, Inc September 2007 - March 2012
DST Output January 2005 - September 2007
DST Output January 2003 - January 2005
Boston Financial Data Services January 2001 - January 2003
Boston Financial Data Services January 2000 - January 2001
Boston Financial Data Services May 1999 - January 2000
Education
Massasoit Community College 2004 — 2010
A.S., Computer Information Systems
University of Massachusetts Lowell
B.S., Information Technology
Pepperdine University
Pepperdine University
Adam Greeff's Upromise Investments, Inc. Experience April 2010 - April 2012
Job Director, Production Support at Ascensus College Savings
Industry Financial Services
Experience
Ascensus College Savings (formerly Upromise Investment Inc.) May 2012 - Present
Upromise Investments Inc April 2010 - April 2012
Upromise Investments Inc February 2009 - March 2010
Upromise Investments Inc September 2007 - January 2009
Upromise Investments Inc August 2004 - September 2007
Upromise Investments Inc December 2003 - July 2004
Skills
Vendor Management, Business Intelligence, SDLC, Agile Methodologies, Business Analysis
Education
Boston College
Museum School of Fine Art 2002 — 2002
BA, Fine and Studio Arts
Boston College 1998 — 2002
B.A, Studio Art (Painting and Photography)
Gilman SchoolPerfect Attendance all of High School
Ascensus College Savings (formerly Upromise Investment Inc.) May 2012 - Present
Upromise Investments Inc April 2010 - April 2012
Upromise Investments Inc February 2009 - March 2010
Upromise Investments Inc September 2007 - January 2009
Upromise Investments Inc August 2004 - September 2007
Upromise Investments Inc December 2003 - July 2004
Skills
Vendor Management, Business Intelligence, SDLC, Agile Methodologies, Business Analysis
Education
Boston College
Museum School of Fine Art 2002 — 2002
BA, Fine and Studio Arts
Boston College 1998 — 2002
B.A, Studio Art (Painting and Photography)
Gilman SchoolPerfect Attendance all of High School
Terrie Hanna's Upromise Investments, Inc. Experience April 2009 - March 2011
Job Vice President and Associate General Counsel at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2012 - Present
Fidelity Investments March 2011 - December 2012
Upromise Investments, Inc. April 2009 - March 2011
Dechert LLP September 2005 - April 2009
SunGard Data Systems Inc. 1998 - 2005
Dechert LLP 1994 - 1998
Foley Hoag LLP 1991 - 1994
Education
Boston University School of Law 1987 — 1990
Doctor of Law (JD)
Boston University Graduate School of Management 1988 — 1991
MBA
Colby College 1981 — 1985
Bachelor of Arts (B.A.), English/Business
Fidelity Investments December 2012 - Present
Fidelity Investments March 2011 - December 2012
Upromise Investments, Inc. April 2009 - March 2011
Dechert LLP September 2005 - April 2009
SunGard Data Systems Inc. 1998 - 2005
Dechert LLP 1994 - 1998
Foley Hoag LLP 1991 - 1994
Education
Boston University School of Law 1987 — 1990
Doctor of Law (JD)
Boston University Graduate School of Management 1988 — 1991
MBA
Colby College 1981 — 1985
Bachelor of Arts (B.A.), English/Business
Matthew Bush's Upromise Investments, Inc. Experience June 2009 - August 2009
Job
Industry Research
Experience
Guggenheim Partners April 2015 - Present
Guggenheim Partners April 2014 - Present
Guggenheim Partners November 2012 - April 2014
Hudson Institute April 2012 - October 2012
Diversified Security Solutions, Inc. October 2010 - October 2012
Xiamen University of Technology August 2011 - June 2012
International Affairs Forum May 2010 - February 2011
Upromise Investments, Inc. June 2009 - August 2009
Skills
Economic Research, Data Analysis, Global Macro, Sovereign Debt, Emerging Markets, Macroeconomics, Research, Economics, Stata, Public Speaking, Microsoft Excel, PowerPoint, Econometrics, Editing, Writing, Haver, Statistical Modeling, Bloomberg, Policy Analysis, Qualitative Research, Quantitative Research, Mandarin, International Economics, Frontier Markets, Microsoft Office, Financial Markets
Education
Harvard University 2007 — 2011
Bachelor of Arts (B.A.), Economics
Guggenheim Partners April 2015 - Present
Guggenheim Partners April 2014 - Present
Guggenheim Partners November 2012 - April 2014
Hudson Institute April 2012 - October 2012
Diversified Security Solutions, Inc. October 2010 - October 2012
Xiamen University of Technology August 2011 - June 2012
International Affairs Forum May 2010 - February 2011
Upromise Investments, Inc. June 2009 - August 2009
Skills
Economic Research, Data Analysis, Global Macro, Sovereign Debt, Emerging Markets, Macroeconomics, Research, Economics, Stata, Public Speaking, Microsoft Excel, PowerPoint, Econometrics, Editing, Writing, Haver, Statistical Modeling, Bloomberg, Policy Analysis, Qualitative Research, Quantitative Research, Mandarin, International Economics, Frontier Markets, Microsoft Office, Financial Markets
Education
Harvard University 2007 — 2011
Bachelor of Arts (B.A.), Economics
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY