Wageworks, Inc.
Industry: Company
DescriptionCustomer service: 1 (877) 924-3967 Headquarters: San Mateo, CA CEO: Edgar O. Montes (Apr 5, 2018–) Founded: 2000 General counsel: John Saia Subsidiaries: Choice Strategies, a division of WageWorks,
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Wageworks, Inc. Employees
WageWorks May 2013 - Present
WageWorks June 2010 - April 2013
WageWorks July 2006 - June 2010
WageWorks, Inc. May 2003 - July 2006
ProBusiness 1998 - 2003
University of California, San Francisco 1997 - 1998
Skills
Relationship Management, CRM, Leadership, Program Management, Sales, B2B, Customer Satisfaction, Enterprise Software, Start-ups, Financial Services, Customer Retention, Contract Negotiation, Employee Benefits, Salesforce.com, Vendor Management, Account Management, Analysis, Analytics, BPO, Banking, Benefits Administration, Business Analysis, Business Development, Business Process, Business Process..., Business Relationship..., Business Strategy, Call Center, Call Centers, Coaching, Competitive Analysis, Consulting, Customer Service, Employee Engagement, HRIS, Insurance, Investments, Lead Generation, Management, New Business Development, Outsourcing, Process Improvement, Performance Management, Project Management, Risk Management, SaaS, Sales Management, Strategic Partnerships, Strategic Planning, Team Building
Education
Employers Council on Flexible Compensation 2012 — 2012
Certified Instructor, Flexible Compensation
Employers Council on Flexible Compensation 2009 — 2009
Certification, Flexible Compensation
University of Phoenix 2002 — 2005
Bachelor of Science, Business Management
San Francisco State University 1992 — 1995
Business
SocialRaise November 2011 - Present
Corcoran Expositions April 2011 - March 2014
Restoration Development, LLC June 2011 - December 2012
The Zanon Group 2009 - 2010
INCISENT Technologies, LLC 2008 - 2009
Network Foundations, LLC 2007 - 2008
Saratoga Systems, Inc. (now CDC Software) 2006 - 2007
WageWorks Inc. 2005 - 2006
SPSS Inc. (acquired by IBM in 2009) 2001 - 2004
ShowCase Corp. 2000 - 2001
Skills
Sales Management, Contract Negotiation, Lead Generation, Forecasting, Coaching, Market Research, Salesforce.com, Account Management, New Business Development, Solution Selling, Negotiation, Business Development, SaaS, Strategic Planning, Sales, Marketing Strategy, Team Building, Direct Sales, Sales Process, Online Advertising, Entrepreneurship, B2B, CRM, Sales Operations, Business Intelligence, Social Media, Strategy, Marketing, Analytics, Event Management, Management, Advertising, Leadership, Trade Shows, Integrated Marketing, Customer Satisfaction, Program Management, Budgets, Selling, Consulting, Time Management, Strategic Partnerships, Social Media Marketing, Start-ups, Enterprise Software, Marketing Communications
Education
Northeastern University 1987 — 1992
BS, Psychology
WageWorks, Inc. January 2011 - June 2013
CenturyLink (formerly Embarq) July 2009 - May 2010
Embarq Corporation December 2006 - July 2009
Sprint January 1991 - December 2006
Skills
HRIS, Personnel Management, Project Management, Data Analysis, Human Resources, Requirements Analysis, Process Improvement, Analysis, Databases, Leadership, Software Documentation, Training, Testing, Management, Employee Benefits, Payroll, Troubleshooting, SQL, PeopleSoft, Access, Employee Relations, Vendor Management, Visio, SDLC, Program Management, Change Management
Education
Emporia State University
Master of Science, Education
Emporia State University
Bachelor of Science, Education
Eureka High School
WageWorks, Inc. March 2015 - Present
Freedom Financial September 2013 - January 2015
Moore Medical March 2008 - July 2013
Qwest April 2004 - February 2008
Qwest Corporation February 2002 - April 2004
US West/Qwest Corp June 1998 - February 2004
Skills
Capital Equipment, Salesforce.com, Sales Operations, Account Management, Sales, Medical Devices, Cold Calling, Sales Management, Direct Sales, Lead Generation, Product Launch, Sales Process, Selling, Disposables, Customer Service, Healthcare, Management, Pricing, Team Building
Education
Glendale Community College 2015 — 2018
Mathematics, 4.0
Henry Ford Community College 1989 — 1990
Liberal Arts
Maricopa Community Colleges
Physicians Business Network April 2014 - Present
Corbion July 2013 - March 2014
WageWorks, Inc. May 2012 - June 2013
EquiSpirit Riding Academy Inc. November 2006 - January 2011
Skills
Program Management, Certified Nurse..., Certified Therapeutic..., Para Professional, Customer Service, CPR Certified, Employee Relations, Time Management, Call Centers, Sales, Workers Compensation, Employee Benefits, Invoicing, Cpr Certified, Team Leadership, Teamwork, Management, Recruiting, Training, Account Management
Education
Ashford University 2012 — 2015
Bachelor of Business Administration (B.B.A.), Project Management
Northeastern Oklahoma A&M College 2008 — 2010
Associate's degree, General Studies
HME July 2013 - Present
HME October 2012 - July 2013
TRI-AD June 2010 - September 2011
TRI-AD February 2009 - June 2010
State Farm February 2004 - February 2007
Wageworks, Inc September 2002 - February 2004
Walgreens July 2001 - September 2002
Broadbay Networks August 1998 - June 2001
Job Options, Inc October 1996 - August 1998
US Army July 1993 - November 1995
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop, Budgets, Sales, Payroll, Human Resources, Training
Education
Dale Carnegie
Napa Valley College
salesforce.com July 2012 - Present
Hewlett Packard Company March 2007 - July 2012
Jeff's client 2008 - 2009
Jeff's client 2008 - 2009
Sun Microsystems Inc September 1995 - May 2007
WageWorks Inc May 2006 - February 2007
Sun Microsystems January 2005 - May 2006
Sun Microsystems Inc October 1995 - May 2006
Sun Microsystems October 2001 - December 2004
Sun Microsystems July 1998 - October 2001
Skills
Salesforce.com, Cloud Computing, Professional Services, Solution Selling, SaaS, CRM, IT Strategy, Lead Generation, Business Development, Enterprise Software, HP, Vendor Management
Education
Louisiana State University
Nicholls State University
BS, Business Administration
Woodruff Sawyer May 2010 - Present
Frank Crystal & Co., Inc August 2005 - March 2010
WageWorks, Inc January 2000 - January 2005
Conseco Insurance Company, Inc./Life Partners Group January 1993 - January 1998
Philadelphia Life Insurance Co January 1990 - January 1993
Skills
Benefits Administration, Employee Benefits, Exceptional People..., Cost Control, Human Resources, Health Insurance, Health Savings Accounts, Insurance, Start-ups, Management, Strategy, Brokers, Workers Compensation, Coaching
Education
San Jose State University 1982 — 1988
CEBS courses in progress
Truven Health Analytics June 2015 - Present
Connance, Inc. January 2015 - June 2015
ConnectYourCare July 2008 - October 2014
WageWorks, Inc. December 2004 - June 2008
FlexBen Corporation August 2003 - December 2004
Computer Sciences Corporation August 2000 - August 2003
Dorn Technology Group 1999 - 2003
Skills
Employee Benefits, Sales, Account Management, Training, Strategic Partnerships, Health Savings Accounts, Partner Development, Consumer Healthcare, Partner Management, New Business Development, Benefits Administration, Budgets, Brokers, Strategic Planning, Financial Modeling, Teamwork, Risk Management, Coaching, Healthcare Consulting, Claims Management, Competitive Analysis, Channel Partners, Salesforce.com, Client Development, Manage Client..., Employee Wellness..., Partnership-building, Strategic Consulting, Strategic Communications, Executive Reporting, Management, CRM
Education
Wayne State University 1997 — 1999
MBA, Finance
Adrian College 1990 — 1994
BBA, Economics
Wet Seal, Inc January 2014 - Present
GearyLSF January 2012 - January 2014
WDM Group - Digital Media Company July 2011 - February 2012
WDM Group - Digital Media Company January 2011 - June 2011
WageWorks, Inc. October 2007 - October 2010
Education
California State University-Chico 2008 — 2010
Bachelor of Science
WageWorks, Inc. January 2012 - Present
Fidelity National Information Services February 2011 - December 2011
FIS 2008 - February 2011
West Bend Mutual Ins Co February 2007 - August 2008
West Bend Mutual Insurance October 1999 - February 2007
West Bend Mutual Insurance August 1991 - October 1999
West Bend Mutual Insurance August 1990 - August 1991
Skills
MS Office Suite, Crystal Reports, SQL Server, Incident Management, IT Service Management, ITIL, XML, Active Directory, Radius Reporting, BMC Remedy, Customer Service, Management Development, Microsoft SQL Server, Software Documentation, Microsoft Office, Business Analysis, SharePoint, Databases, Technical Support, Networking, Requirements Gathering, VMware, Management, Security, Integration, Access, Operating Systems, Disaster Recovery, System Administration, Microsoft Exchange, Windows Server, Troubleshooting, SDLC, Citrix, Windows 7, Data Warehousing, XP, Vendor Management, Process Improvement, Requirements Analysis, Business Intelligence, User Acceptance Testing
Education
Lakeland College 2001 — 2010
Bachelor's, Computer Science, Business Administration
Moraine Park Tech College West 1991 — 1993
Help Desk Institute
Certificate, Management Development
Kaiser Permanente May 2014 - Present
EMC August 2012 - May 2014
Cisco Systems April 2008 - August 2012
Actuate Corporation October 2005 - March 2008
Path-Wise Corporation June 2005 - September 2005
WageWorks, Inc February 2004 - June 2005
Skills
User Experience, User-centered Design, Interaction Design, Wireframes, User Interface, Usability Testing, Heuristic Evaluation, Usability, User Research, User Experience Design, Task Analysis, Mobile Applications, User Scenarios, Persona, User Stories, Accessibility, Personas, Site maps, Design documentation, High Fidelity screen..., User flow diagrams, Prototyping, Design Patterns, HTML + CSS, User Interface Design, Responsive Web Design, Visual Design
Education
San Jose State University 2002 — 2005
BFA, Graphic Design
National Institute of Technology Dehradun
PG Diploma, Computer application
200consult Solutions May 2009 - Present
WageWorks, Inc. January 2001 - May 2009
Siebert Brandford Shank Co., LLC. January 2000 - December 2002
US Department of Transportation (DOT) May 1993 - December 1999
Pennsylvania House of Representatives January 1982 - April 1993
Auditor General of Pennsylvania August 1980 - December 1982
Skills
Government, Policy, Program Management, Strategy, Leadership, Transportation, Public Transport, Strategic Planning, Public Policy, Proposal Writing, Management, Business Development, Budgets, Team Building, Change Management, Project Management, Organizational...
Education
Antioch University 1975 — 1977
M.Ed., Counseling Psychology with a focus on Systems Theory
Lincoln University 1967 — 1970
BA, Economics
Peirce College 1965 — 1967
Associate of Arts (A.A.), Business Administration, Management and Operations
ADP April 2012 - Present
Biola University August 2011 - December 2011
Boomer Events June 2011 - August 2011
Biola University August 2010 - May 2011
Creative Benefits, Inc. September 2007 - August 2009
WageWorks, Inc. 2007 - 2009
Skills
Research, Customer Service, Event Planning, Data Entry, Public Speaking, Microsoft Office, Insurance, Management, Volunteer Management, PowerPoint, Microsoft Word, Employee Benefits, Time Management
Education
Biola University 2009 — 2011
Bachelor of Arts, Social Science
MiraCosta College 2007 — 2009
PlanGrid October 2014 - Present
Kineto Wireless October 2012 - September 2014
Marcus & Millichap April 2011 - September 2012
Marcus & Millichap November 2008 - May 2011
WageWorks, Inc. August 2006 - October 2008
Symantec February 2006 - August 2006
Philips Medical Systems November 2005 - February 2006
Marcus & Millichap June 2004 - November 2005
LightHouse for the Blind and Visually Impaired March 2000 - June 2004
Skills
US GAAP, System Implementations, Financial Reporting, Financial Analysis, Financial Statements, Microsoft Excel, SAP, Great Plains Software, Business Objects, Financial Accounting, Consolidation
Education
San Francisco State University, College of Business
BS, Accounting
PayFlex, an Aetna Company December 2014 - Present
Ethical Health Solutions, Inc. September 2011 - November 2014
Express Scripts, Inc. (NASDAQ: ESRX)-ConnectYourCare November 2009 - October 2011
TSYS Healthcare January 2009 - November 2009
Medical Group Insurance Services (MGIS) February 2008 - December 2008
WageWorks, Inc 2004 - 2007
Metavante Healthcare Payment Solutions 2001 - 2004
McKesson Information Technology December 1997 - November 2000
Smiths Medical September 1991 - December 1997
GlaxoSmithKline August 1986 - September 1991
Skills
SaaS, Salesforce.com, Customer Relations, Employee Benefits, Enterprise Software, Portals, HRIS, Medical Devices, Healthcare, New Business Development, Contract Negotiations, Sales Management, Healthcare IT, Business Strategy, Start-ups, Strategic Planning, Consultative Selling, Health Insurance, Team Building, Insurance, Sales, Business Development, Strategic Partnerships, Selling, Leadership, CRM, Vendor Management, Healthcare Information..., Entrepreneurship, Sales Process, Management, Training, Marketing, Contract Negotiation, Negotiation, P&L Management, Executive Management, Account Management, Cross-functional Team..., Competitive Analysis, Healthcare Industry, Product Management, Business Planning, Professional Services, Process Improvement, Health Savings Accounts, Mergers & Acquisitions, Program Management, Customer Service, Strategy
Education
Auburn University, College of Business 2013 — 2015
Executive MBA, Health Care Management, 4.0
Appalachian State University
BS in Business Administration, Marketing & Management
Hudson High School
Akamai Technologies August 2013 - Present
Akamai Technologies October 2010 - July 2013
PayPal March 2008 - October 2010
WageWorks, Inc January 2007 - December 2007
Macromedia 2003 - December 2005
Macromedia 2002 - 2003
Macromedia 2001 - 2002
Macromedia 2000 - 2001
Andromedia 1998 - 2000
Decisive Technology 1997 - 2000
Skills
Software Development, Project Management, Process Management, Offshore Outsourcing, SaaS, Cloud Computing, Agile Methodologies, Software Project..., Enterprise Software, Agile Project Management, Program Management, SDLC, Product Management, Vendor Management, PMP, Data Center, Enterprise Architecture, Business Analysis, Project Portfolio..., Integration, IT Strategy, Outsourcing, Requirements Analysis, IT Operations, Information Technology, Business Intelligence, Databases, Oracle, Management, Professional Services, Change Management
Education
Massachusetts Institute of Technology 1983 — 1987
BS, Computer Science
WageWorks September 2013 - April 2015
WageWorks February 2011 - September 2013
WageWorks, Inc July 2010 - January 2011
Spots and Stripes January 2010 - March 2010
CSG International June 2008 - August 2008
Santa Clara University October 2007 - July 2008
Skills
Financial Analysis, Forecasting, Finance, Accounting, Budgets, Microsoft Office
Education
University of Denver 2015 — 2017
Master of Business Administration (M.B.A.)
Santa Clara University 2006 — 2010
Bachelor of Science (BS), Finance
Woodridge USA Properties, L.P. August 2013 - April 2015
COLMED Medical Laboratories April 2013 - August 2013
WageWorks, Inc. October 2012 - February 2013
Skills
Customer Service, Administrative..., Fax, Office Management, Spreadsheets, Data Entry
Education
New Mexico State University-Alamogordo 2008 — 2009
Medical Office Technology
Rio Salado College
Warnock, Tanner & Associates, Inc. July 2015 - Present
WageWorks, Inc. April 2014 - July 2015
Benefit Concepts, Inc., a division of WageWorks, Inc. January 2013 - March 2014
Benefit Concepts April 2001 - December 2012
Digital Horizons October 1997 - March 2001
Greenware Systems, Inc. October 1996 - October 1997
Professional Computer & Accounting Services October 1995 - October 1996
Community Mutual Insurance Company September 1992 - October 1995
Skills
Microsoft SQL Server, Database Administration, Databases, Database Design, T-SQL, SQL, Software Development, .NET, SharePoint, C#, jQuery, Powershell, Performance Tuning, Foglight for SQL Server, Vendor Management, Crystal Reports, Microsoft Excel, Microsoft Office, Process Improvement, Project Management, SDLC, Visio
Education
Cincinnati State Technical and Community College 1991 — 1993
Associates of Applied Business, Computer Programming Technology
WageWorks, Inc. January 2012 - Present
Choice Strategies January 2011 - Present
Community Health Centers of Burlington August 2008 - January 2011
Vermont Federal Credit Union August 2006 - August 2008
University of Vermont November 2004 - August 2006
2004 Heritage Group June 2004 - June 2004
Banknorth Group September 1990 - December 1993
Mortgage Services, Inc. April 1989 - September 1990
Bank of Vermont September 1984 - October 1988
Skills
SPHR Certification..., Compensation, Benefits, Performance Management, SPHR, Employee Benefits, HRIS, Benefits Administration, Payroll, Coaching, PeopleSoft, PowerPoint, Excel, Strategic Planning, Organizational..., Succession Planning, Supervisory Skills, Microsoft Office, Talent Acquisition, Payroll Processing, Employee Relations, Onboarding, Leadership Development, Policy, Change Management, ADP, Orientation, Compliance, Budgeting, Employee Engagement, HR Strategy, Interviewing, HR Policies, FMLA, Open Enrollment, Workers Compensation, Management Development, Job Analysis, New Hire Orientation, Job Evaluation, Employee Handbooks, Job Descriptions, ADP Payroll, Performance Appraisal, Benefit Administration, Employee Recognition, Exit Interviews, Budgets, New Hire Orientations
Education
Trinity College of Burlington 1985 — 1987
B.S., Business Administration
Brattleboro Union High School
High School Diploma, General Diploma & Business Studies
Continuing Professional Education
Business and Human Resources
Lyndon State College
Associate Degree, Business
Ceridian October 2013 - February 2015
ADP February 2006 - October 2013
Health Net June 2004 - November 2005
WageWorks, Inc November 2000 - December 2003
EmblemHealth July 1998 - November 2000
Health Net March 1993 - July 1998
Cigna February 1985 - March 1993
Skills
The Challenger Sale..., Miller-Heiman Strategic..., How To Get What You..., Human Capital Management, Benefits Administration, Affordable Care Act, Analytics, Healthcare Cost..., Employee Engagement, Sales Management, Sales, Sales Process, Strategic Planning, New Business Development, Account Management, Employee Wellness..., Dependent Verifications..., Leave of Absence..., Salesforce.com, Eloqua, Spending Accounts, Total Rewards Strategies
Education
University of Massachusetts, Amherst
BA, Communications
Golden Gate University
MBA, Management
Elementum SCM August 2015 - Present
Box September 2012 - August 2015
Oxygen Cloud January 2010 - September 2012
Smart ERP Solutions Inc. October 2008 - December 2009
WageWorks, Inc. October 2004 - September 2008
Crowe Horwath LLP May 2000 - September 2004
Skills
SaaS, Cloud Computing, Product Management, Software Sales, Contract Negotiations, Sales, Sales Presentations, Enterprise Solution..., Enterprise Technology..., Strategic Negotiations, Cloud Security, Private Cloud, Cloud Storage, Hybrid Cloud, Cloud Applications, Disaster Recovery, Encryption Software, Sales Process, Selling, Solution Selling, Computer Security, Enterprise Software, Channel Sales, Channel Partners, Salesforce.com, Dropbox, Mobile Devices, Mobile Device Management, Direct Sales, Sales Management, Professional Services, Integration, Management, Go-to-market Strategy, Strategic Partnerships, Leadership, Entrepreneurship, Lead Generation, Demand Generation, Sales Enablement, Storage, Product Marketing, Managed Services, Contract Negotiation
Education
Michigan State University
BS, Computer Science & Engineering
Santa Clara University
MBA, Marketing and Management
Workday April 2014 - Present
WageWorks October 2010 - April 2014
WageWorks, Inc. October 2004 - October 2010
Hyperion Solutions February 2000 - October 2003
Skills
Relationship Management, Project Management, CRM, Account Management, Human Resources, Customer Satisfaction, Marketing, Vendor Management, Employee Benefits, Team Building, Sales Operations, Salesforce.com, Process Improvement, Analytics, Leadership, Customer Retention, Strategy, SaaS, Call Centers, Strategic Partnerships, Business Development, Solution Selling, Lead Generation, COBRA, Start-ups, Product Management, Sales Process, Cross-functional Team..., Management, Sales, Enterprise Software, Client Relations, C-Level Relationships, Customer Advocacy
Education
San Diego State University-California State University 1985 — 1987
Facebook February 2013 - Present
Facebook September 2012 - February 2013
Bodmas Capital Management 2004 - 2012
WageWorks, Inc. 2007 - 2009
Intel Corporation 2006 - 2007
Intel Corporation 2003 - 2006
Intel Corporation 1997 - 2003
Skills
Forecasting, Business Planning, Marketing, Analysis, Data Analysis, Key Performance..., Decision Support, Pricing Analysis, Competitive Analysis, Cross-functional Team..., Mergers, Strategic Partnerships, Start-ups, Financial Modeling, Strategic Planning, Financial Analysis, Finance, Leadership, Strategic Financial..., Corporate Finance, Strategy, Financial Planning
Education
University of Pennsylvania - The Wharton School
MBA
The University of Texas at Austin
BART September 2014 - Present
MA Labs March 2014 - September 2014
WageWorks Inc. September 2007 - February 2014
Adobe Systems Inc. September 2006 - May 2007
Apex Computer Systems Inc. December 2004 - September 2006
Skills
Software training, Apple products support, Troubleshooting, Software Documentation, Active Directory, Windows Server, System Administration, Computer Hardware, Windows, Windows 7, Hardware, Technical Support, XP, Mac OS X, Servers, Operating Systems, Vendor Management, TCP/IP, Networking, OS X, VMware, Network Administration, Security, Databases, Information Technology, Cloud Computing, Access, DHCP, System Deployment, Laptops, Software Installation
Education
University of California, Santa Cruz 1998 — 2003
BS, Information Systems Management
Wageworks, Inc. October 2004 - Present
Fatino Consulting Services, LLC. February 1999 - Present
Immedient Corporation 2000 - 2004
St. Luke's Health System November 1998 - April 2000
Skills
SDLC, .NET, Agile Methodologies, C#, Microsoft SQL Server, SQL, Enterprise Architecture, Software Development, Integration, Database Design, Enterprise Software, Agile Project Management, SOA, TFS, WCF, Web Development, Mobile Applications, Windows, Windows Server, Databases, Servers, Visual Studio, Web Services, ASP.NET MVC, Project Management, Business Process..., Requirements Analysis, Disaster Recovery, Network Administration, Web Applications, SharePoint, Cloud Computing, T-SQL, Architectures, SSIS, Business Analysis
Education
University of Missouri-Kansas City 1984 — 1990
Bachelor of Science, Computer Science
Exilant August 2009 - Present
WageWorks Inc. August 2007 - August 2009
Infosys Tech Ltd. April 1999 - August 2007
Skills
Software Project..., SDLC, Agile Methodologies, Requirements Analysis, Program Management, Vendor Management, Business Analysis, PMP, Business Intelligence, Software Development, Oracle, Data Warehousing, Project Management, Enterprise Architecture, Solution Architecture
Education
TJPS College 1992 — 2005
Bachelor of Science
Jawaharlal Nehru Vishvavidyalaya 1997 — 1999
M.Tech
University of Hyderabad 1995 — 1997
M.Sc
Best Doctors, Inc. April 2007 - Present
WageWorks, Inc. 2003 - 2006
MarketTools 2000 - 2001
iXL 1999 - 1999
Niehaus Ryan Wong 1996 - 1999
Ulysses Press 1993 - 1996
Education
Colgate University 1989 — 1993
WageWorks, Inc. Board MemberHSA Council2012 - Present
WageWorks, Inc. September 2009 - Present
SIGIS Association - Special Interest Group for IIAS Standards September 2006 - Present
Employers Council on Flexible Compensation March 2006 - Present
SIGIS 2008 - 2011
SIGIS 2008 - 2011
WageWorks, Inc. September 2008 - September 2009
Creative Benefits, Inc. April 1989 - September 2008
Skills
Employee Benefits, Health Insurance, COBRA, Benefits Administration, Insurance, Strategic Planning, Mergers, Team Building, Employee Relations, Healthcare, HIPAA, ERISA, Call Centers, Process Improvement, Risk Management, Employment Law, Leadership, Program Management, Training, Policy, Legal Compliance, Coaching, Contract Negotiation, Deferred Compensation, Mergers & Acquisitions, Financial Services, Start-ups, Executive Pay, Compliance, Privacy Compliance, Account Management, Strategy, Strategic Partnerships, Compensation & Benefit, 401k, Disability Insurance, HRIS, Workers Compensation, FMLA, Executive Management, Brokers, Medicare, Leadership Development, Nonprofits, Change Management, Vendor Management, Recruiting, Budgets, Analysis, Human Resources
Education
Bethel University 1976 — 1979
B.A., Psychology/Biblical Studies
Park Center High School 1973 — 1976
WageWorks, Inc. February 2010 - Present
Carr, McClellan, Ingersoll, Thompson & Horn January 2008 - February 2010
Hopkins & Carley September 2005 - December 2007
KLA-Tencor 2003 - 2005
Skills
Intellectual Property, Employment Law, Legal Writing, Litigation, Legal Research, Licensing, Corporate Law, Mediation, Property Law
Education
Santa Clara University School of Law 2002 — 2005
Santa Clara University 1996 — 2000
BA, English
Sun Group Consulting May 2011 - Present
WageWorks, Inc. 2009 - 2011
Asyst Technologies 2009 - 2009
Ernst & Young January 2004 - December 2008
Skills
Technical Accounting..., Sarbanes-Oxley and..., Business Process..., Financial Reporting, Financial Analysis, 10K, 10Q, Revenue Recognition
Education
Peking University
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Master of Accounting
Gilead Sciences October 2014 - Present
Pivotal Inc. November 2012 - October 2014
A Bit Lucky, Inc. (Acquired by Zynga) July 2012 - November 2012
Doximity July 2010 - July 2012
Hara Software, Inc. October 2009 - 2010
The FRS Company July 2008 - June 2009
Sonim Technologies October 2007 - July 2008
Wageworks, Inc October 2000 - November 2006
NFIB August 1987 - February 1992
Skills
Management, Leadership, Start-ups, Salesforce.com, Customer Service, Human Resources, Social Media, Recruiting, Event Planning, CRM, Strategic Planning, Mobile Devices, Time Management, Account Management
Education
College of San Mateo 1983 — 1985
California State University-Sacramento
Robert Half Management Resources - Robert Half International September 2015 - Present
Robert Half Management Resources - Revolution Foods, Inc. July 2015 - August 2015
Robert Half Management Resources - SiTime, Inc. December 2014 - July 2015
LiveVox, Inc. October 2012 - April 2013
Accela, Inc. November 2008 - April 2011
WageWorks, Inc. April 2008 - October 2008
PriceWaterhouseCoopers, LLP September 2006 - December 2007
Education
California State University-East Bay 2004 — 2006
Bachelor's degree, Accounting, B
WageWorks, Inc. Manager of Product SupportWageWorks, Inc.1997 - 2008
Education
Kalamazoo College 1993 — 1997
WageWorks, Inc. March 2013 - Present
Skills
Benefits Administration, HRIS, Health Insurance, Process Improvement, Employee Benefits, Customer Service, Recruiting, Account Management, Employee Relations, Team Building, Training, Human Resources, Call Centers, Payroll, Onboarding, Performance Management, Leadership, Microsoft Office
Education
Regis University
ITC Holdings Corp. August 2013 - Present
WageWorks, Inc. November 2004 - January 2013
Skills
Mergers & Acquisitions, Mergers, Legal Writing, Benefits Administration, Contract Negotiation, Insurance, Employee Benefits, Human Resources, Outlook, Employee Relations, Performance Management, Process Improvement, Vendor Management, Leadership
Education
Alma College
WageWorks, Inc. November 2014 - Present
Revana June 2013 - November 2014
GoDaddy.com October 2010 - May 2013
Insight January 2006 - July 2010
Direct Alliance 2005 - 2007
Insight 2003 - 2004
Insight 2002 - 2003
Insight 1998 - 2002
Skills
Organizational..., Organizational..., Team Building, Leadership Development, Change Management, Coaching, Project Management, Leadership, Performance Management, Strategic Planning, Training, Program Management, Management, Strategy, Employee Training, Workshop Facilitation, Budgets, Staff Development, Solution Selling, Sales, Team Leadership, Talent Management, Performance Improvement, Employee Engagement, Customer Service, Succession Planning, Human Resources, Account Management, B2B, Team Management, Training Delivery, Negotiation, Business Strategy, Executive Coaching, Cross-functional Team..., Vendor Management, Onboarding, Personal Development, Customer Satisfaction, Lead Generation, CRM, Recruiting, Enterprise Software, Process Improvement, Business Development, Personnel Management, New Business Development, Analysis, Interviews, E-Learning
Education
Grand Canyon University 2008 — 2010
M.S.L., Leadership
University of Phoenix
BS-BA, Business
American Traffic Solutions April 2015 - Present
WageWorks, Inc 2008 - Present
WageWorks November 2007 - April 2015
Continental Promotion Group 1997 - 2007
Education
Arizona State University - W. P. Carey School of Business
BS, Supply Chain Management - Purchasing Logistics Operations
WageWorks, Inc. January 2012 - Present
Planned Benefit Systems 2006 - 2012
Planned Benefit Systems 2002 - 2005
Castalia 1994 - 1999
Skills
Certified in Flexible..., Employee Benefits, Benefits Administration, Health Insurance, Account Management, Consumer Directed..., COBRA Administration, FSA, HSA, HRA, Commuter..., FSA, Health Savings Accounts, HRA, COBRA, Consumer Healthcare, Insurance, Leadership, Flexible Spending..., Open Enrollment, Brokers, Sales, ERISA, Workers Compensation, 401k, Disability Insurance, Term Life Insurance, Health Care Reform, Retirement, FMLA
Education
University of Minnesota-Twin Cities 1984 — 1987
BA, Journalism
St. Cloud State University 1982 — 1984
Associate of Arts (A.A.)
WageWorks September 2010 - Present
WageWorks, Inc. September 2007 - September 2010
WageWorks March 2007 - September 2007
WageWorks November 2005 - March 2007
Bank of America March 2005 - September 2005
Bank of America December 2001 - March 2005
Skills
Debit Cards, Acquisition Integration, Leadership, Vendor Management, Program Management, Strategic Partnerships, Business Analysis, SaaS, Process Improvement, Relationship Management, Product Management, Credit Cards, Payments, SDLC, Project Management, Electronic Payments, Cards, Product Development, Business Requirements, Requirements Analysis
Education
Arizona State University - W. P. Carey School of Business 1992 — 1996
Bachelors of Science, Finance
Wageworks, Inc. December 2007 - May 2013
Sageview Consulting February 2007 - December 2007
A.D.A.M (formerly OnlineBenefits) July 2005 - January 2007
Prada/Viacom/Time Warner April 2004 - April 2005
Madison Square Garden July 1990 - February 2004
Skills
Human Resources, Employee Benefits..., Account Management, PeopleSoft, Workers' Compensation, Microsoft Office, COBRA, Employee Benefits, Insurance, Talent Acquisition, HR Consulting, Workers Compensation, Onboarding, Disability Insurance, Deferred Compensation, HRIS, Talent Management, Recruiting, Contract Negotiation
Education
Molloy College 2013 — 2014
Certificate Program - Continuing Education & Professional Development, Certified Coding Specialist & Healthcare Billing - Physician & Hospital Billing
Queensborough Community College 1980 — 1983
Yes, Communications/Business
City University of New York-Queens College 1983 — 1985
Speech and Hearing
Tracker Corp 2012 - Present
WageWorks 2007 - 2012
WageWorks Inc. February 2007 - August 2007
WageWorks Inc. 2003 - February 2007
The Sierra Club 2001 - 2003
EmployeeServices.com 1999 - 2001
Skills
Strategic Planning, Change Management, Mergers & Acquisitions, Operational Excellence, Process Analysis &..., Staff Leadership &..., Audit & Risk Management, Budget & Financial..., Vendor Management, Six Sigma, Electronic Payments, Product Management, Prepaid Cards, Pre-IPO Start Up..., ACH, Product Expertise, Leadership, Process Improvement, Debit Cards, Business Analysis, Strategy, Cross-functional Team..., Program Management, CRM, Start-ups, Project Management, Management
Education
University of California, Berkeley
BS, Environmental Science Policy and Management
Health Payment Systems, Inc. July 2015 - Present
MSI Data February 2013 - July 2015
WageWorks, Inc. February 2013 - January 2014
WageWorks, Inc. July 2011 - January 2013
FE "VELCOM" (velcom & PRIVET) December 2008 - April 2011
Generation_P Consulting Ltd. June 2007 - December 2008
Globetrack June 2007 - November 2008
Autopromsnab-spedition June 2005 - June 2007
Skills
XML, SQL Server, Delphi, XSLT, SQL, C#, Microsoft SQL Server, Oracle, Android, Visual Studio, JavaScript, Software Development, Web Services, Programming, Java, .NET, JSON, Subversion, Database Design, HTML, Requirements Analysis, ASP.NET, Databases, Software Engineering, Mobile Applications, T-SQL, Web Development, OOP, Scrum
Education
Belarusian State University of Informatics and Radioelectronics 1996 — 2001
Bachelor's degree, Software for Information Technology
Belarusian State University of Information and Radioengineering 1996 — 2001
Bachelor, Software for Information Technology
WageWorks, Inc August 2008 - August 2010
RR Donnelley December 1998 - August 2008
Skills
CRM
Education
Lakeland College
Reclaming Peace Therapeutic Massage May 2013 - Present
Kat Loveland Photography July 2009 - Present
WageWorks April 2008 - Present
Wageworks, Inc April 2008 - Present
Facilitites Knowledge Center January 2006 - April 2008
Vista Optical August 1998 - July 2001
Skills
Call Centers, Training, Customer Service, Troubleshooting, Sales, Insurance, Customer Experience, Sales Management, Healthcare, Accounting, Health Savings Accounts, Claim, Employee Benefits, Microsoft Office, Benefits Administration
Education
Southwest Institute of Healing Arts 2013 — 2013
Hawaii Healing Arts College 2006 — 2006
Genentech June 2010 - Present
WageWorks, Inc. 2006 - 2009
GreatSchools.net 2003 - 2006
Warner Design Associates 2003 - 2004
Trilogy Venture Search 2001 - 2002
Education
Cañada College
AA, Merchandising
College of San Mateo
Early Childhood Education
WageWorks May 2013 - Present
WageWorks May 2011 - May 2013
WageWorks, Inc January 2004 - May 2011
Robert Half Technology July 2003 - January 2004
jASCorp, LLC July 2002 - July 2003
Zenith Insurance Company August 1998 - July 2002
The Zenith 1996 - 1998
Skills
Microsoft SQL Server, Quality Assurance, Vendor Management, ASP.NET, SQL, Testing, Visio, SDLC, PL/SQL, Agile Methodologies, Active Directory, Oracle, Databases, Software Documentation, Software Quality..., Integration, Requirements Analysis, Client Integration, Data Analysis, Data Migration, Product Support, Technical Support, Business Analysis, Management
Education
Everglades University 2002 — 2003
Master's degree (Partial Degree)
Keiser College 1999 — 2001
Bachelor of Science (B.S.)
WageWorks, Inc. October 2011 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Windows, Research, Outlook, Public Speaking
Education
Rio Salado College
Customer Service Management/Property Casualty Insurance.
WageWorks, Inc. October 2010 - Present
Media Breakaway, LLC July 2008 - May 2010
Skills
Accounting, Great Plains Software, Financial Reporting, Sarbanes-Oxley Act, Microsoft Excel, Auditing, Account Reconciliation, Financial Accounting, Forecasting, Accounts Payable, Financial Analysis, Microsoft Word, Accounts Receivable, Microsoft Office, PowerPoint
Education
Regis University 2008 — 2012
MBA, Finance and Accounting / International Business
SimonMed Imaging February 2015 - Present
CKC's Crafts May 2008 - Present
Arizona Department of Economic Security February 2013 - May 2013
TeleTech October 2012 - February 2013
Gentle Dental & Orthodontics July 2011 April 2011 - August 2011
Fresh & Easy Market April 2010 - September 2010
WageWorks, Inc November 2009 - January 2010
Skills
Avaya, Blogger, Cisco, Creative Writer, Crochet, Customer Service, Dental Assisting, Direct Patient Care, Email, Facebook Fan Page..., Illustrator, Internet, Microsoft Excel, Microsoft Office, Microsoft Word, Oracle Applications, Outlook, Photoshop, Photography, PowerPoint, retail sales, Sewing, Shipping, Teaching Reading, UPS Shipping, Web Design, Telephone Skills, Call Centers, Retail Sales, Time Management, Sales
Education
Penn Foster 2014 — 2015
Medical Administration Assistant Certificate, Medical Administrative/Executive Assistant and Medical Secretary
Colorado Technical University 2009 — 2013
Bachelor of Science (B.S.), Human Services, Criminal Justice
Arizona School of Dental 2011 — 2011
Certificate, Dental Assisting/Assistant, 4.0
Southern New Hampshire University
Bachelor of Arts (B.A.), Psychology
JCP Logistics October 2011 - Present
Duncan Solutions July 2011 - October 2011
Van Ru Credit Corporation January 2011 - May 2011
VanRu Credit Corporation January 2011 - May 2011
Fidelity National Information Services March 2010 - December 2010
Wells Fargo June 2009 - December 2009
Wageworks, Inc September 2006 - February 2008
Skills
Customer Service, Data Entry, Microsoft Excel, Microsoft Word, PowerPoint, Leadership, Customer Satisfaction, Microsoft Office, Coaching, Time Management, Teamwork, Team Leadership, Research, Medical Terminology, Strategic Planning, Public Speaking, Employee Relations, Credit, Loss Mitigation, Credit Cards
Education
Bryant & Stratton College
Associate Degree
Bryant and Stratton College-Milwaukee
Associate's degree, Medical/Clinical Assistant
Automated Benefit Services, Inc. November 2012 - Present
KELLY SERVICES, INC August 2008 - May 2010
WAGEWORKS, INC August 2005 - May 2008
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Access, RHIT, Outlook, PeopleSoft, ICD-9, CPT, Release of Information, HIPAA, E/M coding, Healthcare, Management, Microsoft Office
Education
Baker College Business and Corporate Services 1996 — 2013
Associate Degree of Applied Science with concentration in Health Information Technology, RHIT, Health Information Technology, RHIT
Macomb Community College 1997 — 2011
Associate's degree
Integral Development Corp. April 2015 - Present
WageWorks, Inc. May 2006 - March 2015
R. Torre & Company/ Torani Syrups June 2000 - May 2006
Skills
PeopleSoft, Great Plains Software, Accounts Receivable, Account Reconciliation, Accounting, Journal Entries, Accruals, Auditing, Internal Audit, Expenses, Finance, Financial Audits
Education
College of San Mateo
WageWorks, Inc. September 2013 - March 2015
Molina Healthcare 2011 - 2012
Wells Fargo Home Mortgage November 2008 - January 2011
eFunds January 2007 - April 2008
Metavante May 2005 - January 2007
Wells Fargo Home Mortgage September 2003 - January 2005
Bank One October 1999 - June 2003
Skills
Management, Performance Management, Relationship Management, Collections, Financial Services, Healthcare, Mortgage Banking, Talent Acquisition, Talent Management, Supervision, Call Center Development, Department Budgeting, Hiring, Employee Training, Human Resources, Member Services,..., Claims Management, Flexible Spending...
Education
Cardinal Stritch University 2013 — 2015
Masters of Business Management, Management and Human Services, 3.9 Cumulative GPA
Marquette University 2007 — 2008
Certificate of Commercial Real Estate, Real Estate
University of Wisconsin-Milwaukee 1993 — 1999
Bachelor of Applied Science (B.A.Sc.), Social Work
TRI-AD May 2014 - Present
TRI-AD November 2010 - May 2014
WageWorks, Inc. July 2009 - October 2010
Simple Office Solutions (SOS) January 2000 - November 2008
Solutions Plus October 1990 - January 2000
Golden Bow Systems September 1985 - November 1988
Skills
Employee Benefits, Office Administration, FMLA, COBRA, Lotus Notes, Health Insurance, 401k, Training, Data Entry, Benefits Administration, Process Improvement
Education
San Diego State University-California State University 1984 — 1987
Bachelor's degree, Business Administration, Management and Operations
California Polytechnic State University-San Luis Obispo 1982 — 1984