WealthEngine Company
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WealthEngine Employees
Employee
Years
Job
Industry
Allston Leland Allston Leland's WealthEngine Experience November 2014 - Present
Job Strategic Account Executive at WealthEngine
Industry Computer Software
Experience
WealthEngine November 2014 - Present
Blackbaud January 2013 - October 2014
Blackbaud September 2010 - December 2012
Blackbaud March 2007 - September 2010
Blackbaud January 2006 - March 2007
Skills
Inside Sales, Direct Sales, Account Management, Software Sales, Non-profits, Internet Strategy, CRM software, Solution Selling, Sales Process, Sales, Selling, Software Implementation, Software Industry, CRM, SaaS, Leadership, Nonprofits, Complex Sales, Professional Services, Management, Enterprise Software, Entrepreneurship, Salesforce.com, Business Intelligence, Cloud Computing, Social Media
Education
Clemson University - College of Business and Behavioral Science 2001 — 2005
BS, Business Management
WealthEngine November 2014 - Present
Blackbaud January 2013 - October 2014
Blackbaud September 2010 - December 2012
Blackbaud March 2007 - September 2010
Blackbaud January 2006 - March 2007
Skills
Inside Sales, Direct Sales, Account Management, Software Sales, Non-profits, Internet Strategy, CRM software, Solution Selling, Sales Process, Sales, Selling, Software Implementation, Software Industry, CRM, SaaS, Leadership, Nonprofits, Complex Sales, Professional Services, Management, Enterprise Software, Entrepreneurship, Salesforce.com, Business Intelligence, Cloud Computing, Social Media
Education
Clemson University - College of Business and Behavioral Science 2001 — 2005
BS, Business Management
Casey Tantum Casey Tantum's WealthEngine Experience July 2014 - Present
Job Partner Support Specialist at WealthEngine
Industry Computer Software
Experience
WealthEngine July 2014 - Present
WealthEngine March 2013 - July 2014
Workbridge Associates November 2011 - March 2013
DB Capitol Strategies March 2011 - August 2011
Target August 2005 - August 2011
National Archives October 2010 - April 2011
Skills
Customer Service, Account Management, Research, History
Education
The George Washington University 2009 — 2011
Bachelor's of Arts, History
WealthEngine July 2014 - Present
WealthEngine March 2013 - July 2014
Workbridge Associates November 2011 - March 2013
DB Capitol Strategies March 2011 - August 2011
Target August 2005 - August 2011
National Archives October 2010 - April 2011
Skills
Customer Service, Account Management, Research, History
Education
The George Washington University 2009 — 2011
Bachelor's of Arts, History
Ethan Scott Ethan Scott's WealthEngine Experience June 2011 - August 2011
Job Strategist at Young & Rubicam
Industry Marketing and Advertising
Experience
Young & Rubicam June 2015 - Present
Firstborn Multimedia January 2013 - May 2015
New York Magazine September 2012 - January 2013
Quad2Quad June 2012 - January 2013
WealthEngine June 2011 - August 2011
The Daily Hookup, Inc. June 2011 - August 2011
Urban Outfitters June 2008 - 2011
Skills
Digital Marketing, Editorial, Social Media, Hootsuite, Salesforce.com, Google Analytics, MailChimp, Digital Photography, Photoshop, InDesign, Final Cut Pro, iMovie, Spanish, Blogging, Email Marketing, Facebook, Press Releases, Copy Editing, Marketing
Education
Kenyon College 2008 — 2012
Bachelor of Arts (B.A.), English; Anthropology
University College London, U. of London 2010 — 2010
St. Albans School 2004 — 2008
High School Diploma
Young & Rubicam June 2015 - Present
Firstborn Multimedia January 2013 - May 2015
New York Magazine September 2012 - January 2013
Quad2Quad June 2012 - January 2013
WealthEngine June 2011 - August 2011
The Daily Hookup, Inc. June 2011 - August 2011
Urban Outfitters June 2008 - 2011
Skills
Digital Marketing, Editorial, Social Media, Hootsuite, Salesforce.com, Google Analytics, MailChimp, Digital Photography, Photoshop, InDesign, Final Cut Pro, iMovie, Spanish, Blogging, Email Marketing, Facebook, Press Releases, Copy Editing, Marketing
Education
Kenyon College 2008 — 2012
Bachelor of Arts (B.A.), English; Anthropology
University College London, U. of London 2010 — 2010
St. Albans School 2004 — 2008
High School Diploma
JB Rauch JB Rauch's WealthEngine Experience 2014 - Present
Job VP, Channels at Wealth Engine
Industry Information Technology and Services
Experience
WealthEngine 2014 - Present
Avectra 2013 - 2014
Small Act 2009 - 2013
Salsa Labs, Inc. 2010 - 2012
Urban Land Institute 2007 - 2010
Xybernaut 2002 - 2007
PSINet, 3GI 2000 - 2002
Computer Associates 1995 - 2000
Xerox Corporation 1985 - 1995
Skills
Fundraising, Social Media, Social Media Marketing, Non-profits, Strategy, Business Development, Leadership, Nonprofits, Start-ups, Marketing, Public Relations, Integrated Marketing, Advertising, Management, Sales, SEO, CRM, Program Management, Strategic Partnerships, Marketing Communications, Mergers & Acquisitions, Consulting, New Business Development, Online Marketing, Sales Operations, Team Management, Strategic Planning, Social Networking
Education
The George Washington University - School of Business 1984 — 1990
BA, MBA, Finance, Ecomonics, Marketing
WealthEngine 2014 - Present
Avectra 2013 - 2014
Small Act 2009 - 2013
Salsa Labs, Inc. 2010 - 2012
Urban Land Institute 2007 - 2010
Xybernaut 2002 - 2007
PSINet, 3GI 2000 - 2002
Computer Associates 1995 - 2000
Xerox Corporation 1985 - 1995
Skills
Fundraising, Social Media, Social Media Marketing, Non-profits, Strategy, Business Development, Leadership, Nonprofits, Start-ups, Marketing, Public Relations, Integrated Marketing, Advertising, Management, Sales, SEO, CRM, Program Management, Strategic Partnerships, Marketing Communications, Mergers & Acquisitions, Consulting, New Business Development, Online Marketing, Sales Operations, Team Management, Strategic Planning, Social Networking
Education
The George Washington University - School of Business 1984 — 1990
BA, MBA, Finance, Ecomonics, Marketing
Ben Post Ben Post's WealthEngine Experience July 2010 - October 2012
Job Data Scientist providing ROI since 1981
Industry Marketing and Advertising
Experience
LiftPoint Consulting (formerly M Squared Group) October 2012 - Present
WealthEngine July 2010 - October 2012
Lockheed Martin 2009 - 2010
University of Minnesota-Venture Center 2008 - June 2008
FIS - Fidelity Information Services 2005 - 2008
FICO 2004 - 2005
Skills
Predictive Modeling, Predictive Analytics, Segmentation, Data Mining, Machine Learning, Python, SAS, Multivariate Statistics, Database Marketing, Statistical Consulting, Time Series Analysis, Statistical Inference, Econometrics, R, Leadership, Matlab, A/B testing, Experimental Design, Tableau, Product R&D, SQL, PostgreSQL, Distributed Systems, Parallel Computing
Education
University of Rome Tor Vergata 2008 — 2009
Master of Science (M.S.), Econometrics and Statistics
University of Minnesota-Twin Cities 2000 — 2004
Bachelor of Science, Economics, Minor Statistics
LiftPoint Consulting (formerly M Squared Group) October 2012 - Present
WealthEngine July 2010 - October 2012
Lockheed Martin 2009 - 2010
University of Minnesota-Venture Center 2008 - June 2008
FIS - Fidelity Information Services 2005 - 2008
FICO 2004 - 2005
Skills
Predictive Modeling, Predictive Analytics, Segmentation, Data Mining, Machine Learning, Python, SAS, Multivariate Statistics, Database Marketing, Statistical Consulting, Time Series Analysis, Statistical Inference, Econometrics, R, Leadership, Matlab, A/B testing, Experimental Design, Tableau, Product R&D, SQL, PostgreSQL, Distributed Systems, Parallel Computing
Education
University of Rome Tor Vergata 2008 — 2009
Master of Science (M.S.), Econometrics and Statistics
University of Minnesota-Twin Cities 2000 — 2004
Bachelor of Science, Economics, Minor Statistics
Michelle (Downs, St. Clair) Matlack's WealthEngine Experience January 2012 - Present
Job Just call me a Data Detective
Industry Information Technology and Services
Experience
WealthEngine January 2012 - Present
Satellite Tracking of People, LLC April 2009 - December 2011
Verizon 1999 - 2008
DMR Consulting 1998 - 1999
Vastera 1998 - 1998
Logicon Syscon 1988 - 1997
Skills
MySQL, PowerPoint, Access, Microsoft Excel, Microsoft Word, C, Fortran, Pascal, Awk, Sed, DCL, Oracle SQL Developer, Data Analysis, SQL, Analysis, Data Mining, Program Management, Requirements Analysis, Management, Business Analysis, Analytics, Software Project..., Project Management
Education
Virginia Polytechnic Institute and State University
M.S., Adult and Continuing Education
George Mason University
B.S., Mathematics
Glynn Academy
WealthEngine January 2012 - Present
Satellite Tracking of People, LLC April 2009 - December 2011
Verizon 1999 - 2008
DMR Consulting 1998 - 1999
Vastera 1998 - 1998
Logicon Syscon 1988 - 1997
Skills
MySQL, PowerPoint, Access, Microsoft Excel, Microsoft Word, C, Fortran, Pascal, Awk, Sed, DCL, Oracle SQL Developer, Data Analysis, SQL, Analysis, Data Mining, Program Management, Requirements Analysis, Management, Business Analysis, Analytics, Software Project..., Project Management
Education
Virginia Polytechnic Institute and State University
M.S., Adult and Continuing Education
George Mason University
B.S., Mathematics
Glynn Academy
Brandon Albert's WealthEngine Experience April 2013 - July 2015
Job Skilled in Customer Service and Product Training
Industry Computer Software
Experience
WealthEngine April 2013 - July 2015
WealthEngine April 2011 - March 2013
Ritz Carlton Hotel October 2002 - May 2011
Florida Lottery January 2008 - August 2010
Hertz Rental Car August 2006 - March 2008
Skills
Leadership, Customer Service, Training, Analysis, Public Speaking, Fundraising, Access, Nonprofits, Event Planning, Microsoft Excel, Salesforce.com, Research, PowerPoint, Marketing, Team Building, Strategic Planning, Microsoft Office, Social Media, Sales, Microsoft Word, Budgets, Market Research, Recruiting, Editing, Program Management, Community Outreach, Public Relations, Photoshop, Supervisory Skills, Illustrator, Flash, HTML, Troubleshooting, Microsoft Works, Outlook, Customer Relations, GoToMeeting, Technical Product..., Management, Excel, Dreamweaver, Servers, Business Process, Visual Basic, Typing, Word, Budgeting, Python
Education
University of New Orleans 2002 — 2008
B.S, Business Administration
New Technology High School 1996 — 1999
High School Diploma, High School
WealthEngine April 2013 - July 2015
WealthEngine April 2011 - March 2013
Ritz Carlton Hotel October 2002 - May 2011
Florida Lottery January 2008 - August 2010
Hertz Rental Car August 2006 - March 2008
Skills
Leadership, Customer Service, Training, Analysis, Public Speaking, Fundraising, Access, Nonprofits, Event Planning, Microsoft Excel, Salesforce.com, Research, PowerPoint, Marketing, Team Building, Strategic Planning, Microsoft Office, Social Media, Sales, Microsoft Word, Budgets, Market Research, Recruiting, Editing, Program Management, Community Outreach, Public Relations, Photoshop, Supervisory Skills, Illustrator, Flash, HTML, Troubleshooting, Microsoft Works, Outlook, Customer Relations, GoToMeeting, Technical Product..., Management, Excel, Dreamweaver, Servers, Business Process, Visual Basic, Typing, Word, Budgeting, Python
Education
University of New Orleans 2002 — 2008
B.S, Business Administration
New Technology High School 1996 — 1999
High School Diploma, High School
Lindsay Froncek Lindsay Froncek's WealthEngine Experience November 2010 - July 2013
Job On Premise Wine Sales at Ben Arnold Beverage
Industry Wine and Spirits
Experience
Ben Arnold Beverage Company February 2015 - Present
Pure Barre 2013 - 2015
PeopleMatter 2013 - 2014
WealthEngine November 2010 - July 2013
Arcadia Publishing September 2010 - November 2010
Saks Fifth Avenue March 2010 - July 2010
Skills
Salesforce.com, Account Management, Sales, Online Marketing, Entrepreneurship, Analytics, Customer Satisfaction, Fundraising, Editing, Business Strategy, Program Management, Coaching, Qualifying Prospects, Philanthropy, Integrated Marketing, Recruiting, Data Analysis, Budgets, Nonprofits, Business Analysis, PowerPoint, Analysis, Cloud Computing, Strategy, Research, Management, Business Planning
Education
College of Charleston 2005 — 2009
Bachelor of Science, International Business; Finance, and International Marketing and International Economics
Ursuline Academy Cincinnati, OH
Ben Arnold Beverage Company February 2015 - Present
Pure Barre 2013 - 2015
PeopleMatter 2013 - 2014
WealthEngine November 2010 - July 2013
Arcadia Publishing September 2010 - November 2010
Saks Fifth Avenue March 2010 - July 2010
Skills
Salesforce.com, Account Management, Sales, Online Marketing, Entrepreneurship, Analytics, Customer Satisfaction, Fundraising, Editing, Business Strategy, Program Management, Coaching, Qualifying Prospects, Philanthropy, Integrated Marketing, Recruiting, Data Analysis, Budgets, Nonprofits, Business Analysis, PowerPoint, Analysis, Cloud Computing, Strategy, Research, Management, Business Planning
Education
College of Charleston 2005 — 2009
Bachelor of Science, International Business; Finance, and International Marketing and International Economics
Ursuline Academy Cincinnati, OH
Ilona Globa Ilona Globa's WealthEngine Experience October 2013 - April 2014
Job Donor Relations Associate at Jewish Federation of Greater Washington
Industry Philanthropy
Experience
Jewish Federation of Greater Washington February 2015 - Present
Accuvant September 2014 - November 2014
Vocus April 2014 - July 2014
WealthEngine October 2013 - April 2014
WealthEngine April 2011 - October 2013
Clay & Co. Photographers July 2010 - March 2011
Feminist Majority Foundation January 2010 - May 2010
The Washington Center January 2010 - May 2010
Edgewise Magazine October 2006 - October 2009
The Penn October 2006 - October 2008
Skills
Fundraising, Marketing, Editing, Public Speaking, Nonprofits, Public Relations, Non-profits, Blogging, Research, Social Media, Community Outreach, Facebook, Event Planning, Prospect Research, Product Training, Salesforce.com, Management, GoToMeeting, Customer Service, Strategic Communications, Press Releases, Lead Generation, Copywriting, Volunteer Management, Event Management, Strategic Planning, Social Networking, Proposal Writing, Copy Editing, Sales, Issue Resolution, Grant Writing, Program Development, Politics, Philanthropy, Newsletters, Marketing Communications, Social Media Marketing, Media Relations, Photography, Grants, Leadership, Data Analysis, Political Campaigns, Superior Client Service, CRM, Account Management, Business Development, Microsoft Office, Training
Education
Indiana University of Pennsylvania 2006 — 2010
BA, Journalism
Thomas S. Wootton High School 2003 — 2006
High School Diploma
Walter Johnson High School 2002 — 2003
Jewish Federation of Greater Washington February 2015 - Present
Accuvant September 2014 - November 2014
Vocus April 2014 - July 2014
WealthEngine October 2013 - April 2014
WealthEngine April 2011 - October 2013
Clay & Co. Photographers July 2010 - March 2011
Feminist Majority Foundation January 2010 - May 2010
The Washington Center January 2010 - May 2010
Edgewise Magazine October 2006 - October 2009
The Penn October 2006 - October 2008
Skills
Fundraising, Marketing, Editing, Public Speaking, Nonprofits, Public Relations, Non-profits, Blogging, Research, Social Media, Community Outreach, Facebook, Event Planning, Prospect Research, Product Training, Salesforce.com, Management, GoToMeeting, Customer Service, Strategic Communications, Press Releases, Lead Generation, Copywriting, Volunteer Management, Event Management, Strategic Planning, Social Networking, Proposal Writing, Copy Editing, Sales, Issue Resolution, Grant Writing, Program Development, Politics, Philanthropy, Newsletters, Marketing Communications, Social Media Marketing, Media Relations, Photography, Grants, Leadership, Data Analysis, Political Campaigns, Superior Client Service, CRM, Account Management, Business Development, Microsoft Office, Training
Education
Indiana University of Pennsylvania 2006 — 2010
BA, Journalism
Thomas S. Wootton High School 2003 — 2006
High School Diploma
Walter Johnson High School 2002 — 2003
James Su James Su's WealthEngine Experience July 2010 - August 2010
Job Hardware Engineer at Oracle
Industry Computer Hardware
Experience
Intel Corporation May 2013 - January 2014
University of Illinois at Urbana-Champaign January 2013 - May 2013
University of Illinois at Urbana-Champaign September 2012 - January 2013
University of Illinois at Urbana-Champaign August 2012 - December 2012
Infinera June 2012 - December 2012
Ian Potter Museum March 2012 - June 2012
WealthEngine July 2010 - August 2010
Skills
Java, Matlab, C, C++, VHDL, VB.NET, Data Structures, Bash Shell, Assembly Language, Python, Digital Circuit Design, Robotics, Embedded Systems, Control Systems Design, PCB design, Pspice, Soldering, FPGA
Education
University of California, Berkeley 2014 — 2015
Master's Degree, Electrical Engineering and Computer Science
University of Illinois at Urbana-Champaign 2010 — 2014
Bachelor's Degree, Electrical Engineering
University of Melbourne 2012 — 2012
Study Abroad, Electrical Engineering
Intel Corporation May 2013 - January 2014
University of Illinois at Urbana-Champaign January 2013 - May 2013
University of Illinois at Urbana-Champaign September 2012 - January 2013
University of Illinois at Urbana-Champaign August 2012 - December 2012
Infinera June 2012 - December 2012
Ian Potter Museum March 2012 - June 2012
WealthEngine July 2010 - August 2010
Skills
Java, Matlab, C, C++, VHDL, VB.NET, Data Structures, Bash Shell, Assembly Language, Python, Digital Circuit Design, Robotics, Embedded Systems, Control Systems Design, PCB design, Pspice, Soldering, FPGA
Education
University of California, Berkeley 2014 — 2015
Master's Degree, Electrical Engineering and Computer Science
University of Illinois at Urbana-Champaign 2010 — 2014
Bachelor's Degree, Electrical Engineering
University of Melbourne 2012 — 2012
Study Abroad, Electrical Engineering
Amanda Mayfield's WealthEngine Experience July 2012 - August 2013
Job Financial Services Specialist at Regions Financial Corporation
Industry Staffing and Recruiting
Experience
Regions Financial Corporation March 2015 - Present
RegionalHelpWanted, Inc August 2013 - October 2014
WealthEngine July 2012 - August 2013
onTargetjobs - JobShop.ca October 2008 - July 2012
Alternative Technology December 2005 - October 2008
VistaWorld 2002 - 2005
University of New Orleans August 2003 - August 2004
Skills
Sales, Management, Computer Literate, Negotiation, Sales Management, Microsoft Office, Salesforce.com, B2B, Cold Calling, Account Management, Customer Service, New Business Development, Consultative Selling, Coaching, Lead Generation, Mentoring, Contract Negotiation, Problem Solving, Forecasting, Solution Selling, Selling, Sales Operations, Process Improvement, CRM, Business Development, Customer Satisfaction, Product Marketing, Recruiting, Direct Sales, Customer Retention, Team Building, Strategic Partnerships, Leadership, Marketing, SaaS, Sales Process, Product Development, Strategy, Sales Presentations, Social Media Marketing, Training, Analytics, Retail, Online Marketing, Email Marketing, Human Resources, Online Advertising, Marketing Strategy, Advertising, Product Management
Education
University of New Orleans 2002 — 2005
Bachelor of Science, Psychology
Louisiana School 2000 — 2002
High School Diploma, Sciences
Regions Financial Corporation March 2015 - Present
RegionalHelpWanted, Inc August 2013 - October 2014
WealthEngine July 2012 - August 2013
onTargetjobs - JobShop.ca October 2008 - July 2012
Alternative Technology December 2005 - October 2008
VistaWorld 2002 - 2005
University of New Orleans August 2003 - August 2004
Skills
Sales, Management, Computer Literate, Negotiation, Sales Management, Microsoft Office, Salesforce.com, B2B, Cold Calling, Account Management, Customer Service, New Business Development, Consultative Selling, Coaching, Lead Generation, Mentoring, Contract Negotiation, Problem Solving, Forecasting, Solution Selling, Selling, Sales Operations, Process Improvement, CRM, Business Development, Customer Satisfaction, Product Marketing, Recruiting, Direct Sales, Customer Retention, Team Building, Strategic Partnerships, Leadership, Marketing, SaaS, Sales Process, Product Development, Strategy, Sales Presentations, Social Media Marketing, Training, Analytics, Retail, Online Marketing, Email Marketing, Human Resources, Online Advertising, Marketing Strategy, Advertising, Product Management
Education
University of New Orleans 2002 — 2005
Bachelor of Science, Psychology
Louisiana School 2000 — 2002
High School Diploma, Sciences
Eric Olinsky Eric Olinsky's WealthEngine Experience June 2013 - November 2013
Job Partnerships and Events Manager at Food Tour Corporation/ 4Lobe Events
Industry Marketing and Advertising
Experience
Food Tour Corporation May 2014 - Present
LivingSocial November 2013 - June 2014
WealthEngine June 2013 - November 2013
Vocus June 2011 - May 2013
Pepsi Beverages Company June 2010 - June 2011
University of Maryland Hillel September 2009 - May 2010
CapitolWorks, Inc. August 2009 - January 2010
URJ Camp Harlam June 2009 - August 2009
D.C. United January 2009 - May 2009
Skills
Marketing Solutions, Salesforce.com, Public Relations, Blog Marketing, SEO, Yahoo Search Marketing, Online Marketing, Social Media Marketing, Twitter, Microsoft Office, Marketing, Account Management, E-commerce SEO, Salesforce Training, Sales Rep Training, Email Marketing, Facebook, Cold Calling, Social Networking, Online Advertising, SaaS, Market Research, Leadership, Sales Process, Sales Management, Sales, Lead Generation, Digital Marketing, Sales Presentations, CRM, Social Media, Blogging, Mobile Marketing, B2B, SEM, Sponsorship, Marketing Strategy, Management, Event Planning, Business Development, Strategy, Public Speaking, Training, Customer Service, Marketing Communications, Advertising, Fundraising, New Business Development, Event Management, Customer Acquisition
Education
University of Maryland College Park 2006 — 2010
BS, Marketing
Cherry Hill High School East 2002 — 2006
Theater Arts, College/University Preparatory and Advanced High School/Secondary Diploma Program
Food Tour Corporation May 2014 - Present
LivingSocial November 2013 - June 2014
WealthEngine June 2013 - November 2013
Vocus June 2011 - May 2013
Pepsi Beverages Company June 2010 - June 2011
University of Maryland Hillel September 2009 - May 2010
CapitolWorks, Inc. August 2009 - January 2010
URJ Camp Harlam June 2009 - August 2009
D.C. United January 2009 - May 2009
Skills
Marketing Solutions, Salesforce.com, Public Relations, Blog Marketing, SEO, Yahoo Search Marketing, Online Marketing, Social Media Marketing, Twitter, Microsoft Office, Marketing, Account Management, E-commerce SEO, Salesforce Training, Sales Rep Training, Email Marketing, Facebook, Cold Calling, Social Networking, Online Advertising, SaaS, Market Research, Leadership, Sales Process, Sales Management, Sales, Lead Generation, Digital Marketing, Sales Presentations, CRM, Social Media, Blogging, Mobile Marketing, B2B, SEM, Sponsorship, Marketing Strategy, Management, Event Planning, Business Development, Strategy, Public Speaking, Training, Customer Service, Marketing Communications, Advertising, Fundraising, New Business Development, Event Management, Customer Acquisition
Education
University of Maryland College Park 2006 — 2010
BS, Marketing
Cherry Hill High School East 2002 — 2006
Theater Arts, College/University Preparatory and Advanced High School/Secondary Diploma Program
Michael J Mulshine Michael J Mulshine's WealthEngine Experience February 2015 - Present
Job Director of Contracts at WealthEngine, Inc.
Industry Law Practice
Experience
WealthEngine February 2015 - Present
Rostam Law July 2013 - Present
WealthEngine December 2011 - March 2014
Horizon Hobby May 2010 - May 2011
Champaign County State's Attorney May 2009 - August 2009
Drinker Biddle & Reath LLP January 2008 - March 2008
Skills
Corporate Law, Legal Writing, Legal Research, Corporate Governance, Legal Issues, Westlaw, Litigation, Intellectual Property, Contract Negotiation, Analysis, Commercial Litigation, Legal Compliance, Courts, FCPA, Research, Food, Economics, Real Estate, Mergers, Licensing, Program Management, Legal Assistance, Patent Litigation, Lexis, Nonprofits, Public Speaking, Immigration Law, International Law, Civil Litigation, Appeals, Bankruptcy, Negotiation, Employment Law, Mediation, Document Review, Arbitration, Criminal Law, Joint Ventures, Securities Regulation, Privacy Law, Writing, Trademarks, Legal Documents, Legal Advice, Coaching, Business Coaching, Life Coaching, Estate Planning, Management, Data Acquisition
Education
University of Illinois College of Law 2008 — 2011
Juris Doctorate
Loyola University Chicago 2007 — 2008
Certificate, Paralegal Studies; Corporations
Franklin & Marshall College 2002 — 2006
Bachelor of Arts, Government
WealthEngine February 2015 - Present
Rostam Law July 2013 - Present
WealthEngine December 2011 - March 2014
Horizon Hobby May 2010 - May 2011
Champaign County State's Attorney May 2009 - August 2009
Drinker Biddle & Reath LLP January 2008 - March 2008
Skills
Corporate Law, Legal Writing, Legal Research, Corporate Governance, Legal Issues, Westlaw, Litigation, Intellectual Property, Contract Negotiation, Analysis, Commercial Litigation, Legal Compliance, Courts, FCPA, Research, Food, Economics, Real Estate, Mergers, Licensing, Program Management, Legal Assistance, Patent Litigation, Lexis, Nonprofits, Public Speaking, Immigration Law, International Law, Civil Litigation, Appeals, Bankruptcy, Negotiation, Employment Law, Mediation, Document Review, Arbitration, Criminal Law, Joint Ventures, Securities Regulation, Privacy Law, Writing, Trademarks, Legal Documents, Legal Advice, Coaching, Business Coaching, Life Coaching, Estate Planning, Management, Data Acquisition
Education
University of Illinois College of Law 2008 — 2011
Juris Doctorate
Loyola University Chicago 2007 — 2008
Certificate, Paralegal Studies; Corporations
Franklin & Marshall College 2002 — 2006
Bachelor of Arts, Government
Jhila Farzaneh Jhila Farzaneh's WealthEngine Experience June 2012 - August 2012
Job Editorial Photo Team at Mashable
Industry Online Media
Experience
Mashable September 2015 - Present
mcgarrybowen April 2014 - July 2015
TOMDEX September 2013 - March 2014
WealthEngine June 2012 - August 2012
Rollinglobe Media June 2012 - August 2012
Webistan June 2010 - August 2010
Total Arts Gallery December 2007 - January 2008
Skills
Photography, Branding & Identity, Public Relations, Photoshop, Social Networking, Journalism, Brand Implementation, Editorial, News Writing, Research, Strategic Planning, Project Management, Print Production, Social Media Marketing, Marketing, Integrated Marketing, Event Planning, Archiving, Digital Production, Environmental Issues, Sustainability, digital photography, editorial photography, Photojournalism, Image Editing, Adobe Creative Suite
Education
The George Washington University 2009 — 2013
Bachelor of Arts (B.A.), Psychology, Journalism & Mass Communications
Singapore American School 2005 — 2009
American School of Dubai
Mashable September 2015 - Present
mcgarrybowen April 2014 - July 2015
TOMDEX September 2013 - March 2014
WealthEngine June 2012 - August 2012
Rollinglobe Media June 2012 - August 2012
Webistan June 2010 - August 2010
Total Arts Gallery December 2007 - January 2008
Skills
Photography, Branding & Identity, Public Relations, Photoshop, Social Networking, Journalism, Brand Implementation, Editorial, News Writing, Research, Strategic Planning, Project Management, Print Production, Social Media Marketing, Marketing, Integrated Marketing, Event Planning, Archiving, Digital Production, Environmental Issues, Sustainability, digital photography, editorial photography, Photojournalism, Image Editing, Adobe Creative Suite
Education
The George Washington University 2009 — 2013
Bachelor of Arts (B.A.), Psychology, Journalism & Mass Communications
Singapore American School 2005 — 2009
American School of Dubai
Chrissy Caruso's WealthEngine Experience January 2015 - July 2015
Job Inside Sales Representative at Aasonn
Industry Human Resources
Experience
Aasonn September 2015 - Present
WealthEngine January 2015 - July 2015
WealthEngine January 2014 - December 2014
WealthEngine June 2012 - December 2013
AlumniFinder, a division of AccuData Integrated Marketing May 2011 - June 2012
AlumniFinder, a division of AccuData Integrated Marketing December 2010 - May 2011
Rosen Law Firm April 2010 - December 2010
Skills
Lead Generation, Prospect Research, Nonprofits, Cold Calling, Salesforce.com, Sales, Event Planning, Account Management, Marketing, CRM, Data Mining, Email Marketing, Direct Marketing, Program Management, Fundraising, Database Marketing, Social Media, Customer Service
Education
College of Charleston 2006 — 2010
Aasonn September 2015 - Present
WealthEngine January 2015 - July 2015
WealthEngine January 2014 - December 2014
WealthEngine June 2012 - December 2013
AlumniFinder, a division of AccuData Integrated Marketing May 2011 - June 2012
AlumniFinder, a division of AccuData Integrated Marketing December 2010 - May 2011
Rosen Law Firm April 2010 - December 2010
Skills
Lead Generation, Prospect Research, Nonprofits, Cold Calling, Salesforce.com, Sales, Event Planning, Account Management, Marketing, CRM, Data Mining, Email Marketing, Direct Marketing, Program Management, Fundraising, Database Marketing, Social Media, Customer Service
Education
College of Charleston 2006 — 2010
Hal Epstein Hal Epstein's WealthEngine Experience November 2010 - February 2012
Job Director, Strategic Alliances at ITPG
Industry Health, Wellness and Fitness
Experience
ITPG November 2012 - Present
WealthEngine November 2010 - February 2012
Inova Health Systems February 2005 - December 2009
Dystonia Medical Research Foundation 2003 - 2005
IBM 1996 - 1998
Zenith Data Systems 1986 - 1989
Skills
Marketing, Business Planning, Sales, Strategic Planning, Fundraising, Nonprofits, Strategic Partnerships, Analytics, Strategy, Program Management, Management, Business Development, Start-ups, New Business Development, CRM
Education
Oberlin College 1977 — 1980
BA, English
ITPG November 2012 - Present
WealthEngine November 2010 - February 2012
Inova Health Systems February 2005 - December 2009
Dystonia Medical Research Foundation 2003 - 2005
IBM 1996 - 1998
Zenith Data Systems 1986 - 1989
Skills
Marketing, Business Planning, Sales, Strategic Planning, Fundraising, Nonprofits, Strategic Partnerships, Analytics, Strategy, Program Management, Management, Business Development, Start-ups, New Business Development, CRM
Education
Oberlin College 1977 — 1980
BA, English
Melissa Seeman Melissa Seeman's WealthEngine Experience April 2012 - January 2013
Job Auditor at Register of Wills, Montgomery County
Industry Government Administration
Experience
Register of Wills, Montgomery County February 2013 - Present
WealthEngine April 2012 - January 2013
Morton's The Steakhouse September 2010 - March 2012
Morton's The Steakhouse July 2008 - September 2010
Register of Wills, Montgomery County May 2005 - August 2005
Skills
Event Planning, Fundraising, Customer Service, Salesforce.com, Event Management, Marketing, Sales, Account Management, Marketing Strategy, Customer Relations, Estate Administration, Wills, Trusts
Education
James Madison University 2004 — 2008
Bachelor of Science (BS), Psychology
Register of Wills, Montgomery County February 2013 - Present
WealthEngine April 2012 - January 2013
Morton's The Steakhouse September 2010 - March 2012
Morton's The Steakhouse July 2008 - September 2010
Register of Wills, Montgomery County May 2005 - August 2005
Skills
Event Planning, Fundraising, Customer Service, Salesforce.com, Event Management, Marketing, Sales, Account Management, Marketing Strategy, Customer Relations, Estate Administration, Wills, Trusts
Education
James Madison University 2004 — 2008
Bachelor of Science (BS), Psychology
Benjamin Wacks's WealthEngine Experience 2015 - Present
Job Sales Development Representative at WealthEngine
Industry Information Technology and Services
Experience
WealthEngine 2015 - Present
Adas Israel Congregation 2012 - Present
Authentic Israel 2015 - 2015
CoStar Group 2013 - 2014
Washington University in St. Louis 2012 - 2013
IsraelStrategist 2012 - 2012
Every Child Matters (ECM) 2011 - 2011
Foxhall Strategies 2010 - 2010
Hillel at The George Washington University 2009 - 2010
PANIM 2008 - 2009
Skills
Fundraising, Social Media, Sales, Research, Nonprofits, Salesforce.com, Customer Service, Volunteer Management, Following Up, Community Outreach, Event Planning, Customer Relations, Program Development, Marketing, Public Speaking, Positive Employee..., Non-profits, Editing, Event Management, Teaching, Program Management, Hebrew, Student Affairs, Higher Education, Leadership, Politics, Recruiting, Social Networking, Facebook, PowerPoint, Microsoft Office
Education
Florida Atlantic University 2004 — 2008
Bachelor of Arts, Political Science & Interdisciplinary Studies in Social Science; Certificate in Jewish Studies
American University 2007 — 2007
Washington Semester - Foreign Policy
The Hebrew University 2007 — 2007
Israel Studies
WealthEngine 2015 - Present
Adas Israel Congregation 2012 - Present
Authentic Israel 2015 - 2015
CoStar Group 2013 - 2014
Washington University in St. Louis 2012 - 2013
IsraelStrategist 2012 - 2012
Every Child Matters (ECM) 2011 - 2011
Foxhall Strategies 2010 - 2010
Hillel at The George Washington University 2009 - 2010
PANIM 2008 - 2009
Skills
Fundraising, Social Media, Sales, Research, Nonprofits, Salesforce.com, Customer Service, Volunteer Management, Following Up, Community Outreach, Event Planning, Customer Relations, Program Development, Marketing, Public Speaking, Positive Employee..., Non-profits, Editing, Event Management, Teaching, Program Management, Hebrew, Student Affairs, Higher Education, Leadership, Politics, Recruiting, Social Networking, Facebook, PowerPoint, Microsoft Office
Education
Florida Atlantic University 2004 — 2008
Bachelor of Arts, Political Science & Interdisciplinary Studies in Social Science; Certificate in Jewish Studies
American University 2007 — 2007
Washington Semester - Foreign Policy
The Hebrew University 2007 — 2007
Israel Studies
Niketan Patel Niketan Patel's WealthEngine Experience June 2012 - October 2013
Job Big Data Architect / Team Lead
Industry Information Technology and Services
Experience
Citi January 2015 - Present
GridEdge December 2013 - March 2015
WealthEngine June 2012 - October 2013
NoCowboys Ltd 2005 - April 2012
Skills
Big Data, Hadoop, Hive, R, Pig, Oracle PL/SQL..., ETL, Unix Shell Scripting, Performance Tuning, SQL Tuning, Tortoise SVN, Data Analysis, Exadata, SQL, Putty, Toad, Oracle SQL Developer, SEO, Microsoft Office, SQL*Loader, Microsoft Excel, Outlook, Microsoft Word, XML, HTML, Databases, Oracle, Data Warehousing, Requirements Analysis, SDLC, Unix
Education
Christchurch Polytechnic Institute Of Technology 2005 — 2006
Graduate Diploma in e-Commerce, Information Technology
Gujarat University 2000 — 2004
Bachelor of Engineering (B.E.), Information Technology
Citi January 2015 - Present
GridEdge December 2013 - March 2015
WealthEngine June 2012 - October 2013
NoCowboys Ltd 2005 - April 2012
Skills
Big Data, Hadoop, Hive, R, Pig, Oracle PL/SQL..., ETL, Unix Shell Scripting, Performance Tuning, SQL Tuning, Tortoise SVN, Data Analysis, Exadata, SQL, Putty, Toad, Oracle SQL Developer, SEO, Microsoft Office, SQL*Loader, Microsoft Excel, Outlook, Microsoft Word, XML, HTML, Databases, Oracle, Data Warehousing, Requirements Analysis, SDLC, Unix
Education
Christchurch Polytechnic Institute Of Technology 2005 — 2006
Graduate Diploma in e-Commerce, Information Technology
Gujarat University 2000 — 2004
Bachelor of Engineering (B.E.), Information Technology
Cheryl Wilmer Cheryl Wilmer's WealthEngine Experience 2009 - 2014
Job Licensed Insurance Agent at Health Markets
Industry Insurance
Experience
Health Markets 2013 - Present
Veterans Central Foundation 2014 - 2014
WealthEngine 2009 - 2014
Skills
Life / Health /..., Customer Service, Management, Leadership, Marketing, Strategic Planning, Microsoft Office, Microsoft Word, Training, Team Building, Sales
Education
University of Maryland College Park
Bachelor of Arts (B.A.), Public Policy Analysis
The George Washington University
Certificate, Legal Assistant/Paralegal
University of Phoenix
Master of Arts (M.A.), Business Administration and Management, General
Health Markets 2013 - Present
Veterans Central Foundation 2014 - 2014
WealthEngine 2009 - 2014
Skills
Life / Health /..., Customer Service, Management, Leadership, Marketing, Strategic Planning, Microsoft Office, Microsoft Word, Training, Team Building, Sales
Education
University of Maryland College Park
Bachelor of Arts (B.A.), Public Policy Analysis
The George Washington University
Certificate, Legal Assistant/Paralegal
University of Phoenix
Master of Arts (M.A.), Business Administration and Management, General
Luke Rozansky Luke Rozansky's WealthEngine Experience June 2013 - August 2013
Job Real Estate Agent with The Rozansky Group of Long & Foster
Industry Real Estate
Experience
The Rozansky Group of Long & Foster Real Estate, Inc. May 2014 - Present
The Rozansky Group of Long & Foster Real Estate, Inc. June 2009 - January 2014
WealthEngine June 2013 - August 2013
Human Rights Campaign May 2012 - August 2012
College of Charleston January 2011 - April 2012
Charleston Magazine January 2012 - March 2012
Skills
Real Estate, Event Management, Event Planning, Microsoft Excel, PowerPoint, Budgets, Customer Service, Microsoft Office, Inventory Management, Teamwork, Nonprofits, Data Analytics, Social Media Marketing, Marketing Strategy, Outlook, Budget, Data Entry, Strategic Planning, Fashion Shows, Multitasking Skills, iMovie, Travel Planning
Education
The George Washington University - School of Business 2012 — 2014
Bachelor of Business Administration (B.B.A.), Sport, Event and Hospitality Management Concentration
Cass Business School
College of Charleston- School of Business 2010 — 2012
Walt Whitman High School 2006 — 2010
The Rozansky Group of Long & Foster Real Estate, Inc. May 2014 - Present
The Rozansky Group of Long & Foster Real Estate, Inc. June 2009 - January 2014
WealthEngine June 2013 - August 2013
Human Rights Campaign May 2012 - August 2012
College of Charleston January 2011 - April 2012
Charleston Magazine January 2012 - March 2012
Skills
Real Estate, Event Management, Event Planning, Microsoft Excel, PowerPoint, Budgets, Customer Service, Microsoft Office, Inventory Management, Teamwork, Nonprofits, Data Analytics, Social Media Marketing, Marketing Strategy, Outlook, Budget, Data Entry, Strategic Planning, Fashion Shows, Multitasking Skills, iMovie, Travel Planning
Education
The George Washington University - School of Business 2012 — 2014
Bachelor of Business Administration (B.B.A.), Sport, Event and Hospitality Management Concentration
Cass Business School
College of Charleston- School of Business 2010 — 2012
Walt Whitman High School 2006 — 2010
Ranelle Bruch Ranelle Bruch's WealthEngine Experience January 2010 - March 2012
Job Volunteer at A Wider Circle, Silver Spring MD
Industry Philanthropy
Experience
WealthEngine January 2010 - March 2012
Education
Salisbury University
Bachelor of Science, Business Administration/HR
WealthEngine January 2010 - March 2012
Education
Salisbury University
Bachelor of Science, Business Administration/HR
Heidi Hokanson Heidi Hokanson's WealthEngine Experience January 2015 - May 2015
Job Freelance Publicist
Industry Public Relations and Communications
Experience
DaejoxKyirim September 2015 - Present
WealthEngine January 2015 - May 2015
The John F. Kennedy Center for the Performing Arts September 2014 - December 2014
American University June 2013 - August 2014
American University October 2011 - May 2013
E. Bo-Young Talking Club April 2011 - June 2011
NextGen Leadership Academy August 2010 - January 2011
Skills
Microsoft Office, Tutoring, PowerPoint, Excel, Event Planning, Public Speaking, Teaching, Teamwork, Fundraising, Microsoft Excel, Editing, Nonprofits, Event Management, Social Media Marketing, Facebook
Education
Bridgeport International Academy 2006 — 2009
American University 2011 — 2015
Bachelor’s Degree, Public Relations, Advertising, and Applied Communication
DaejoxKyirim September 2015 - Present
WealthEngine January 2015 - May 2015
The John F. Kennedy Center for the Performing Arts September 2014 - December 2014
American University June 2013 - August 2014
American University October 2011 - May 2013
E. Bo-Young Talking Club April 2011 - June 2011
NextGen Leadership Academy August 2010 - January 2011
Skills
Microsoft Office, Tutoring, PowerPoint, Excel, Event Planning, Public Speaking, Teaching, Teamwork, Fundraising, Microsoft Excel, Editing, Nonprofits, Event Management, Social Media Marketing, Facebook
Education
Bridgeport International Academy 2006 — 2009
American University 2011 — 2015
Bachelor’s Degree, Public Relations, Advertising, and Applied Communication
Brian Lemek Brian Lemek's WealthEngine Experience December 2012 - September 2013
Job Catering Sales Manager at Lemek, LLC dba Panera Bread
Industry Restaurants
Experience
Panera Bread September 2013 - Present
WealthEngine December 2012 - September 2013
WealthEngine January 2012 - December 2012
UBS Investment Bank August 2010 - August 2011
Lemek LLC dba Panera Bread August 2009 - July 2010
Skills
Microsoft Excel, Salesforce.com, Data Analysis, Research, PowerPoint, Fundraising, Access, Analysis, Microsoft Office, Business Analysis, Social Media, Market Research, Project Management, Outlook, Microsoft Word
Education
Southern Methodist University 2005 — 2009
Bachelors, Finance
Southern Methodist University - Cox School of Business 2005 — 2009
Bachelors, Finance
Panera Bread September 2013 - Present
WealthEngine December 2012 - September 2013
WealthEngine January 2012 - December 2012
UBS Investment Bank August 2010 - August 2011
Lemek LLC dba Panera Bread August 2009 - July 2010
Skills
Microsoft Excel, Salesforce.com, Data Analysis, Research, PowerPoint, Fundraising, Access, Analysis, Microsoft Office, Business Analysis, Social Media, Market Research, Project Management, Outlook, Microsoft Word
Education
Southern Methodist University 2005 — 2009
Bachelors, Finance
Southern Methodist University - Cox School of Business 2005 — 2009
Bachelors, Finance
Ken Heckeroth Ken Heckeroth's WealthEngine Experience August 2014 - December 2014
Job Information Systems Analyst at Geico
Industry Computer Software
Experience
GEICO January 2015 - Present
WealthEngine August 2014 - December 2014
ALEKS Corporation December 2012 - July 2014
ALEKS Corporation December 2011 - December 2012
Skills
Java, JavaScript, Mathematical Modeling, Programming, CSS, Machine Learning, Matlab, Microsoft Excel, C++, Python, CSS3, Mathematica, PHP, Numerical Analysis, SQL, jQuery, Data Analysis, Orbital Mechanics, Three.js, Netezza, Big Data
Education
University of California, Irvine 2009 — 2011
BS, Applied Mathematics, Specialization in Physics
University of California, Irvine
BS, Computational and Applied Mathematics
GEICO January 2015 - Present
WealthEngine August 2014 - December 2014
ALEKS Corporation December 2012 - July 2014
ALEKS Corporation December 2011 - December 2012
Skills
Java, JavaScript, Mathematical Modeling, Programming, CSS, Machine Learning, Matlab, Microsoft Excel, C++, Python, CSS3, Mathematica, PHP, Numerical Analysis, SQL, jQuery, Data Analysis, Orbital Mechanics, Three.js, Netezza, Big Data
Education
University of California, Irvine 2009 — 2011
BS, Applied Mathematics, Specialization in Physics
University of California, Irvine
BS, Computational and Applied Mathematics
Dawn Orr Dawn Orr's WealthEngine Experience October 2014 - Present
Job CFO at WealthEngine
Industry Computer Software
Experience
WealthEngine October 2014 - Present
Triblio November 2013 - Present
Ipsiti, Inc. February 2012 - Present
Ontuitive September 2013 - August 2014
TechCXO January 2012 - August 2013
Ipsiti, Inc. April 2008 - January 2012
The Hollister Group, LLC 2007 - 2008
BRIDGEWERX 2006 - 2006
SAGA Systems, Inc. (currently part of Software AG) 1998 - 2001
KPMG 1996 - 1998
Skills
Mergers, Investor Relations, Financial Reporting, Finance, Due Diligence, Strategic Planning, Forecasting, Accounting, Start-ups, Auditing, Mergers & Acquisitions, Risk Management, Leadership, Management, Integration, Corporate Finance, Revenue Recognition, Internal Audit, Financial Accounting, CPA, Corporate Development, Acquisition Integration, Executive Management, Managerial Finance, Financial Modeling, Business Strategy, Management Consulting, Financial Analysis, Restructuring, SEC filings
Education
Robert Morris University 1985 — 1988
Bachelor of Science in Business Administration, Accounting/Quantitative Business Analysis
WealthEngine October 2014 - Present
Triblio November 2013 - Present
Ipsiti, Inc. February 2012 - Present
Ontuitive September 2013 - August 2014
TechCXO January 2012 - August 2013
Ipsiti, Inc. April 2008 - January 2012
The Hollister Group, LLC 2007 - 2008
BRIDGEWERX 2006 - 2006
SAGA Systems, Inc. (currently part of Software AG) 1998 - 2001
KPMG 1996 - 1998
Skills
Mergers, Investor Relations, Financial Reporting, Finance, Due Diligence, Strategic Planning, Forecasting, Accounting, Start-ups, Auditing, Mergers & Acquisitions, Risk Management, Leadership, Management, Integration, Corporate Finance, Revenue Recognition, Internal Audit, Financial Accounting, CPA, Corporate Development, Acquisition Integration, Executive Management, Managerial Finance, Financial Modeling, Business Strategy, Management Consulting, Financial Analysis, Restructuring, SEC filings
Education
Robert Morris University 1985 — 1988
Bachelor of Science in Business Administration, Accounting/Quantitative Business Analysis
Abbie Leabo's WealthEngine Experience December 2014 - Present
Job Director of Sales @ WealthEngine
Industry Financial Services
Experience
WealthEngine December 2014 - Present
Moody's Analytics October 2005 - November 2011
Baseline Financial Svcs/Thomson Financial 1996 - 2005
Furman Selz 1993 - 1996
Skills
Capital Markets, Portfolio Management, Equities, Fixed Income, Management, Financial Modeling, Financial Services, Risk Management, Financial Analysis, Salesforce.com, Investments, Sales
Education
Boston College 1986 — 1990
WealthEngine December 2014 - Present
Moody's Analytics October 2005 - November 2011
Baseline Financial Svcs/Thomson Financial 1996 - 2005
Furman Selz 1993 - 1996
Skills
Capital Markets, Portfolio Management, Equities, Fixed Income, Management, Financial Modeling, Financial Services, Risk Management, Financial Analysis, Salesforce.com, Investments, Sales
Education
Boston College 1986 — 1990
Aaron Goldstein's WealthEngine Experience July 2010 - September 2012
Job Director of International Channels at Schoology
Industry Information Technology and Services
Experience
Schoology September 2014 - Present
Self Employed September 2012 - Present
WealthEngine July 2010 - September 2012
Blackboard January 2009 - March 2010
Blackboard January 2006 - December 2008
Blackboard February 2003 - January 2006
Blackboard November 2000 - December 2002
Blackboard October 1999 - October 2000
Gibraltar Finance Centre 1998 - 1998
Healthcare Open Systems & Trials/Computer-Based Patient Record Institute, 1995 - 1997
Skills
Sales Management, Channel, Strategic Partnerships, New Business Development, Strategy Development, Start-ups, International Business, International Sales, International Management, Channel Management, Strategy, Channel Partners, Change Management, Strategic Planning, Sales, SaaS, Management, Leadership, Team Leadership, Nonprofits, Business Strategy, Contract Negotiation, Go-to-market Strategy, Salesforce.com, CRM, Marketing, Lead Generation, Solution Selling, Product Management, Product Marketing, Sales Process, Recruiting, Enterprise Software, Account Management, Cloud Computing, Direct Sales, Entrepreneurship, Sales Operations, Consulting, Selling, Analytics, Business Intelligence, Business Development, Start-up
Education
Thunderbird School of Global Management 1997 — 1999
MBA
Albion College
BA
The Roeper School
The Roeper School
Schoology September 2014 - Present
Self Employed September 2012 - Present
WealthEngine July 2010 - September 2012
Blackboard January 2009 - March 2010
Blackboard January 2006 - December 2008
Blackboard February 2003 - January 2006
Blackboard November 2000 - December 2002
Blackboard October 1999 - October 2000
Gibraltar Finance Centre 1998 - 1998
Healthcare Open Systems & Trials/Computer-Based Patient Record Institute, 1995 - 1997
Skills
Sales Management, Channel, Strategic Partnerships, New Business Development, Strategy Development, Start-ups, International Business, International Sales, International Management, Channel Management, Strategy, Channel Partners, Change Management, Strategic Planning, Sales, SaaS, Management, Leadership, Team Leadership, Nonprofits, Business Strategy, Contract Negotiation, Go-to-market Strategy, Salesforce.com, CRM, Marketing, Lead Generation, Solution Selling, Product Management, Product Marketing, Sales Process, Recruiting, Enterprise Software, Account Management, Cloud Computing, Direct Sales, Entrepreneurship, Sales Operations, Consulting, Selling, Analytics, Business Intelligence, Business Development, Start-up
Education
Thunderbird School of Global Management 1997 — 1999
MBA
Albion College
BA
The Roeper School
The Roeper School
James Ierardi's WealthEngine Experience May 2008 - January 2009
Job Assistant Branch Manager at SunTrust Bank
Industry Banking
Experience
SunTrust March 2015 - Present
SunTrust Bank March 2009 - Present
WealthEngine May 2008 - January 2009
Clarkson Square Pharmacy August 2003 - April 2008
St. Louis Marriott West December 2005 - September 2006
Skills
Retail Banking, Relationship Management, Customer Service, Sales, Marketing, Research, Banking, Business Development, New Business Development, Analysis, Strategic Planning
Education
Maryville University of Saint Louis 2001 — 2005
SunTrust March 2015 - Present
SunTrust Bank March 2009 - Present
WealthEngine May 2008 - January 2009
Clarkson Square Pharmacy August 2003 - April 2008
St. Louis Marriott West December 2005 - September 2006
Skills
Retail Banking, Relationship Management, Customer Service, Sales, Marketing, Research, Banking, Business Development, New Business Development, Analysis, Strategic Planning
Education
Maryville University of Saint Louis 2001 — 2005
Ary Manzhukh Ary Manzhukh's WealthEngine Experience July 2011 - August 2011
Job Junior Fraud Analyst at Under Armour
Industry Apparel & Fashion
Experience
Under Armour June 2015 - Present
Under Armour September 2014 - June 2015
Le Pain Quotidien December 2013 - September 2014
Vocus March 2013 - September 2013
WeightNot December 2012 - March 2013
Founding Farmers February 2012 - November 2012
WealthEngine July 2011 - August 2011
BlackFinn American Saloon January 2008 - August 2011
Alpha Epsilon Pi August 2010 - January 2011
Alpha Epsilon Pi January 2010 - December 2010
Skills
Social Networking, Marketing, Customer Service, Social Media Marketing, Salesforce.com, Sales, PowerPoint, Editing, Management, Social Media, Event Planning, Microsoft Office, Microsoft Excel, Facebook, Public Speaking, Microsoft Word, Research, Event Management, Fundraising, Public Relations, Digital Marketing, Email Marketing, Email Marketing Software, Guest Service Management, Labor Management, Inventory Management, Food Safety, Food Industry, Beverage Industry, Nonprofits, Retail, Teamwork, SEO, Leadership, Time Management, Communication, Training, Marketing Strategy, Online Marketing, New Business Development, Account Management
Education
University of Maryland College Park 2007 — 2011
Bachelor's degree, Economics
Damascus High School
University of Maryland Baltimore County
Under Armour June 2015 - Present
Under Armour September 2014 - June 2015
Le Pain Quotidien December 2013 - September 2014
Vocus March 2013 - September 2013
WeightNot December 2012 - March 2013
Founding Farmers February 2012 - November 2012
WealthEngine July 2011 - August 2011
BlackFinn American Saloon January 2008 - August 2011
Alpha Epsilon Pi August 2010 - January 2011
Alpha Epsilon Pi January 2010 - December 2010
Skills
Social Networking, Marketing, Customer Service, Social Media Marketing, Salesforce.com, Sales, PowerPoint, Editing, Management, Social Media, Event Planning, Microsoft Office, Microsoft Excel, Facebook, Public Speaking, Microsoft Word, Research, Event Management, Fundraising, Public Relations, Digital Marketing, Email Marketing, Email Marketing Software, Guest Service Management, Labor Management, Inventory Management, Food Safety, Food Industry, Beverage Industry, Nonprofits, Retail, Teamwork, SEO, Leadership, Time Management, Communication, Training, Marketing Strategy, Online Marketing, New Business Development, Account Management
Education
University of Maryland College Park 2007 — 2011
Bachelor's degree, Economics
Damascus High School
University of Maryland Baltimore County
Andrew Sicnolf Andrew Sicnolf's WealthEngine Experience July 2013 - June 2015
Job Mobility Business Consultant Executive, Southeast U.S. at Runzheimer International
Industry Management Consulting
Experience
Runzheimer International August 2015 - Present
Style & Fashion Consulting May 2003 - Present
Trainer/Coach January 2001 - Present
WealthEngine July 2013 - June 2015
WealthEngine January 2013 - June 2013
WealthEngine, Inc. 2008 - 2012
Freelance Education Consultant August 2006 - 2012
Bishop Verot High School Ft. Myers, FL 2006 - 2008
Nativity Catholic School, Charleston, SC 2001 - 2006
State of Ohio January 1999 - January 2001
Skills
Fundraising, Prospect Research, Non-profits, Leadership, Research, Educational Fundraising, Philanthropy, Program Management, Wealth, Wealth Management..., Financial Management..., Salesforce.com, Retail Marketing, Luxury Brand Marketing, Nonprofits, Public Speaking, Marketing, Event Planning, Coaching, Analytics, Volunteer Management, Sales, Grant Writing, Community Outreach, Grants, Administration, Event Management, Public Relations, Data Analysis, Program Development, Social Media, Proposal Writing, Non-profit..., Social Networking, Strategic Planning, Editing, Strategic Communications, Teaching, Training, Management, Team Building
Education
University of Notre Dame 2005 — 2008
Master of Education (M.Ed.), Education Administration
University of Notre Dame 2001 — 2003
Master of Education (M.Ed.), 5th-12th Comprehensive Social Studies
University of Dayton 1997 — 2001
B.A., Political Science
University of Dayton 1997 — 2001
B.S., Secondary Education
Runzheimer International August 2015 - Present
Style & Fashion Consulting May 2003 - Present
Trainer/Coach January 2001 - Present
WealthEngine July 2013 - June 2015
WealthEngine January 2013 - June 2013
WealthEngine, Inc. 2008 - 2012
Freelance Education Consultant August 2006 - 2012
Bishop Verot High School Ft. Myers, FL 2006 - 2008
Nativity Catholic School, Charleston, SC 2001 - 2006
State of Ohio January 1999 - January 2001
Skills
Fundraising, Prospect Research, Non-profits, Leadership, Research, Educational Fundraising, Philanthropy, Program Management, Wealth, Wealth Management..., Financial Management..., Salesforce.com, Retail Marketing, Luxury Brand Marketing, Nonprofits, Public Speaking, Marketing, Event Planning, Coaching, Analytics, Volunteer Management, Sales, Grant Writing, Community Outreach, Grants, Administration, Event Management, Public Relations, Data Analysis, Program Development, Social Media, Proposal Writing, Non-profit..., Social Networking, Strategic Planning, Editing, Strategic Communications, Teaching, Training, Management, Team Building
Education
University of Notre Dame 2005 — 2008
Master of Education (M.Ed.), Education Administration
University of Notre Dame 2001 — 2003
Master of Education (M.Ed.), 5th-12th Comprehensive Social Studies
University of Dayton 1997 — 2001
B.A., Political Science
University of Dayton 1997 — 2001
B.S., Secondary Education
Charles Garnes's WealthEngine Experience April 2015 - Present
Job SAAS| Data Analytics| SciFi Enthusiast
Industry Market Research
Experience
WealthEngine April 2015 - Present
Sport&Health December 2013 - December 2014
Fitness First Health Clubs June 2012 - June 2013
Red F September 2011 - May 2012
Integral Resources, Inc. February 2006 - May 2006
Skills
Direct Sales, Telemarketing, Charity Fundraising, Volunteer Leadership, Microsoft Office, Social Networking, Graphics Software, InTouch, Time Management, Team Building, Multi-tasking, Cold Calling, Project Leadership, Cross-functional Team..., Goal Setting, Mathematics, Leadership, Marketing Communications, Sales Process, Public Speaking, Social Media, Sales, Fundraising, Customer Service, Marketing
Education
Elizabeth City State University 2009 — 2011
B.S. Business Adminstration, Marketing, 3.6
WealthEngine April 2015 - Present
Sport&Health December 2013 - December 2014
Fitness First Health Clubs June 2012 - June 2013
Red F September 2011 - May 2012
Integral Resources, Inc. February 2006 - May 2006
Skills
Direct Sales, Telemarketing, Charity Fundraising, Volunteer Leadership, Microsoft Office, Social Networking, Graphics Software, InTouch, Time Management, Team Building, Multi-tasking, Cold Calling, Project Leadership, Cross-functional Team..., Goal Setting, Mathematics, Leadership, Marketing Communications, Sales Process, Public Speaking, Social Media, Sales, Fundraising, Customer Service, Marketing
Education
Elizabeth City State University 2009 — 2011
B.S. Business Adminstration, Marketing, 3.6
Peter Goggin Peter Goggin's WealthEngine Experience July 2010 - May 2013
Job Account Executive at Deltek
Industry Marketing and Advertising
Experience
Deltek June 2014 - Present
Vocus May 2013 - May 2014
WealthEngine July 2010 - May 2013
The National Rifle Association November 2008 - January 2011
Mercatus Center May 2008 - October 2008
Mercatus Center September 2007 - May 2008
Skills
Non-profits, Fundraising, Prospect Research, Event Planning, Public Speaking, Event Management, Social Media, Community Outreach, Research, Public Relations, Grant Writing, Strategic Planning, Volunteer Management, Philanthropy, Management, Marketing, Editing, Media Relations, Public Policy, Microsoft Office, Data Analysis, Strategic Communications, Social Media Marketing, Nonprofits, Customer Service, Leadership, Salesforce.com, Proposal Writing, Direct Sales
Education
Longwood University 2003 — 2007
B.S., Political Science
Deltek June 2014 - Present
Vocus May 2013 - May 2014
WealthEngine July 2010 - May 2013
The National Rifle Association November 2008 - January 2011
Mercatus Center May 2008 - October 2008
Mercatus Center September 2007 - May 2008
Skills
Non-profits, Fundraising, Prospect Research, Event Planning, Public Speaking, Event Management, Social Media, Community Outreach, Research, Public Relations, Grant Writing, Strategic Planning, Volunteer Management, Philanthropy, Management, Marketing, Editing, Media Relations, Public Policy, Microsoft Office, Data Analysis, Strategic Communications, Social Media Marketing, Nonprofits, Customer Service, Leadership, Salesforce.com, Proposal Writing, Direct Sales
Education
Longwood University 2003 — 2007
B.S., Political Science
Kellie Kenny Kellie Kenny's WealthEngine Experience October 2014 - Present
Job Senior Vice President of Sales, Head of Luxury and Financial Services at WealthEngine
Industry Philanthropy
Experience
WealthEngine October 2014 - Present
WealthEngine January 2010 - January 2015
Wealthengine March 2007 - January 2010
Seton Hall University June 2004 - July 2005
Kintera March 2002 - June 2004
Baseline Financial April 1999 - March 2002
Baseline Financial Services April 1999 - March 2002
Paine Webber February 1998 - March 1999
Cantor Fitzgerald June 1994 - January 1998
Skills
Fundraising, Non-profits, Philanthropy, Prospect Research, Donor Relations, Salesforce.com, Data Analysis, Sales Process, Direct Sales, Customer Service, Business Development, Direct Marketing, Volunteer Management, Leadership, Marketing Strategy, CRM, Training, Event Management, Marketing, Portfolio Management, Sales, Account Management, New Business Development, Sales Presentations, Direct Mail, Nonprofits, Solution Selling, Team Building, Strategy, Strategic Partnerships, Community Outreach, Analytics, Research, Event Planning, Annual Giving, Strategic Planning, Proposal Writing, Lead Generation, SaaS, Program Management, Public Relations, Customer Retention, Marketing Communications, Market Research, Social Media, Technology
Education
College of Charleston 1990 — 1994
BADM, Business
WealthEngine October 2014 - Present
WealthEngine January 2010 - January 2015
Wealthengine March 2007 - January 2010
Seton Hall University June 2004 - July 2005
Kintera March 2002 - June 2004
Baseline Financial April 1999 - March 2002
Baseline Financial Services April 1999 - March 2002
Paine Webber February 1998 - March 1999
Cantor Fitzgerald June 1994 - January 1998
Skills
Fundraising, Non-profits, Philanthropy, Prospect Research, Donor Relations, Salesforce.com, Data Analysis, Sales Process, Direct Sales, Customer Service, Business Development, Direct Marketing, Volunteer Management, Leadership, Marketing Strategy, CRM, Training, Event Management, Marketing, Portfolio Management, Sales, Account Management, New Business Development, Sales Presentations, Direct Mail, Nonprofits, Solution Selling, Team Building, Strategy, Strategic Partnerships, Community Outreach, Analytics, Research, Event Planning, Annual Giving, Strategic Planning, Proposal Writing, Lead Generation, SaaS, Program Management, Public Relations, Customer Retention, Marketing Communications, Market Research, Social Media, Technology
Education
College of Charleston 1990 — 1994
BADM, Business
Shane Bair Shane Bair's WealthEngine Experience June 2010 - Present
Job Creative Director at WealthEngine
Industry Marketing and Advertising
Experience
WealthEngine June 2010 - Present
FUEL the CURE May 2008 - Present
RiskMetrics Group January 2007 - June 2010
Institutional Shareholder Services March 2005 - January 2007
Institutional Shareholder Services July 2004 - March 2005
Skills
Graphic Design, Adobe Creative Suite, QuarkXPress, Marketing Communications, Web Design, HTML, CSS, User Interface Design, Marketing Strategy, SEO, SEM, Advertising, Brand Management, Business Strategy, Marketing, New Business Development, Account Management, Lead Generation, Strategic Planning, Product Management, Non-profits, Financial Services, Analytics, Sales, Nonprofits
Education
Dickinson College 2000 — 2004
BA, Economics
WealthEngine June 2010 - Present
FUEL the CURE May 2008 - Present
RiskMetrics Group January 2007 - June 2010
Institutional Shareholder Services March 2005 - January 2007
Institutional Shareholder Services July 2004 - March 2005
Skills
Graphic Design, Adobe Creative Suite, QuarkXPress, Marketing Communications, Web Design, HTML, CSS, User Interface Design, Marketing Strategy, SEO, SEM, Advertising, Brand Management, Business Strategy, Marketing, New Business Development, Account Management, Lead Generation, Strategic Planning, Product Management, Non-profits, Financial Services, Analytics, Sales, Nonprofits
Education
Dickinson College 2000 — 2004
BA, Economics
Daniel Pannell Daniel Pannell's WealthEngine Experience June 2015 - Present
Job Inside Sales Engineer of Luxury Real Estate/NPO's at WealthEngine
Industry Information Technology and Services
Experience
WealthEngine June 2015 - Present
WealthEngine March 2015 - June 2015
Regus May 2014 - February 2015
Regus March 2014 - May 2014
University of Rhode Island October 2012 - October 2013
Fitzgerald Companies January 2012 - September 2012
Abilities, Inc. at The Viscardi Center June 2011 - September 2011
Washington Redskins June 2010 - September 2010
Skills
Social Media, Social Media Marketing, Marketing, Sales, Event Management, Commercial Real Estate, CRM, Advertising, Direct Marketing, Customer Service, Social Networking, Public Speaking, PowerPoint, Management, Microsoft Word, Fundraising, Nonprofits
Education
University of Rhode Island 2008 — 2013
Bachelor of Arts (B.A.), Corporate Communications, Concentration in General Business
WealthEngine June 2015 - Present
WealthEngine March 2015 - June 2015
Regus May 2014 - February 2015
Regus March 2014 - May 2014
University of Rhode Island October 2012 - October 2013
Fitzgerald Companies January 2012 - September 2012
Abilities, Inc. at The Viscardi Center June 2011 - September 2011
Washington Redskins June 2010 - September 2010
Skills
Social Media, Social Media Marketing, Marketing, Sales, Event Management, Commercial Real Estate, CRM, Advertising, Direct Marketing, Customer Service, Social Networking, Public Speaking, PowerPoint, Management, Microsoft Word, Fundraising, Nonprofits
Education
University of Rhode Island 2008 — 2013
Bachelor of Arts (B.A.), Corporate Communications, Concentration in General Business
Colleen Zorc Colleen Zorc's WealthEngine Experience January 2013 - May 2013
Job Strategic Innovation Group Intern at Booz Allen Hamilton
Industry Financial Services
Experience
Booz Allen Hamilton April 2015 - Present
The Hilltop MicroFinance Initiative, Inc. September 2013 - Present
Smithsonian Institution August 2014 - December 2014
Chevy Chase Surgical Associates April 2011 - April 2014
WealthEngine January 2013 - May 2013
Global Development Collaborative, Inc. 2012 - 2012
Camp Stella Maris June 2010 - August 2010
Skills
International Relations, Spanish, French, Public Speaking, Social Media, Editing, English, Microsoft Office, Community Outreach, Microsoft Excel, Microsoft Word, Leadership, Data Analysis, PowerPoint, Teamwork
Education
Georgetown University - The McDonough School of Business 2013 — 2016
Bachelor's Degree, Finance
Montgomery College 2013 — 2013
University of Pennsylvania 2011 — 2012
Bachelor of Arts, Diplomatic History and Economic Policy
Stone Ridge School of the Sacred Heart 1999 — 2011
Booz Allen Hamilton April 2015 - Present
The Hilltop MicroFinance Initiative, Inc. September 2013 - Present
Smithsonian Institution August 2014 - December 2014
Chevy Chase Surgical Associates April 2011 - April 2014
WealthEngine January 2013 - May 2013
Global Development Collaborative, Inc. 2012 - 2012
Camp Stella Maris June 2010 - August 2010
Skills
International Relations, Spanish, French, Public Speaking, Social Media, Editing, English, Microsoft Office, Community Outreach, Microsoft Excel, Microsoft Word, Leadership, Data Analysis, PowerPoint, Teamwork
Education
Georgetown University - The McDonough School of Business 2013 — 2016
Bachelor's Degree, Finance
Montgomery College 2013 — 2013
University of Pennsylvania 2011 — 2012
Bachelor of Arts, Diplomatic History and Economic Policy
Stone Ridge School of the Sacred Heart 1999 — 2011
Lesley Hoopes Lesley Hoopes's WealthEngine Experience 2010 - 2011
Job Community Manager at MXM Social
Industry Marketing and Advertising
Experience
MXM Social November 2013 - Present
MXM Social July 2013 - November 2013
Umano Clothing September 2012 - December 2012
Connect 2 Athens January 2012 - May 2012
WealthEngine 2010 - 2011
Skills
Social Media, Social Media Marketing, Brand Strengthening, Brand Ambassadorship, Graphic Communication, Media Studies, Communication, New Media, Marketing Communications, Adobe Creative Suite, Hootsuite, AP Style, Advertising, SEO, Facebook, Social Networking, Photoshop, Twitter, Event Planning, Marketing, Digital Media
Education
The University of Georgia 2009 — 2013
Bachelor of Arts (B.A.), Communication, Journalism, and Related Programs
Lorenzo de' Medici (LdM) - Florence, Italy 2012 — 2012
Emphasis in Digital Art
MXM Social November 2013 - Present
MXM Social July 2013 - November 2013
Umano Clothing September 2012 - December 2012
Connect 2 Athens January 2012 - May 2012
WealthEngine 2010 - 2011
Skills
Social Media, Social Media Marketing, Brand Strengthening, Brand Ambassadorship, Graphic Communication, Media Studies, Communication, New Media, Marketing Communications, Adobe Creative Suite, Hootsuite, AP Style, Advertising, SEO, Facebook, Social Networking, Photoshop, Twitter, Event Planning, Marketing, Digital Media
Education
The University of Georgia 2009 — 2013
Bachelor of Arts (B.A.), Communication, Journalism, and Related Programs
Lorenzo de' Medici (LdM) - Florence, Italy 2012 — 2012
Emphasis in Digital Art
Sergii Duka Sergii Duka's WealthEngine Experience April 2015 - Present
Job Senior Software Engineer at WealthEngine
Industry Computer Software
Experience
WealthEngine April 2015 - Present
Target Labs, Inc. December 2013 - March 2015
Luxoft April 2013 - November 2013
Tradep Ltd. August 2011 - April 2013
GlobalLogic September 2010 - August 2011
JSC ATLAS February 2009 - September 2010
Best Zvit September 2007 - February 2009
Quatro Ltd. October 2006 - September 2007
Rivnepromzviazok March 2006 - October 2006
Rivnepromzviazok December 2004 - March 2006
Skills
Oracle, PL/SQL, Oracle Application..., Oracle RAC, Toad, SQL*Plus, Oracle SQL Developer, Erwin, Git, Tortoise SVN, JIRA, Interbase/Firebird, Visual Studio, PHP, HTML, CSS, Erlang, Delphi, C++ Builder, SharePoint
Education
National Technical University of Ukraine 'Kyiv Polytechnic Institute' 2001 — 2007
Specialist, Computer systems and networks
WealthEngine April 2015 - Present
Target Labs, Inc. December 2013 - March 2015
Luxoft April 2013 - November 2013
Tradep Ltd. August 2011 - April 2013
GlobalLogic September 2010 - August 2011
JSC ATLAS February 2009 - September 2010
Best Zvit September 2007 - February 2009
Quatro Ltd. October 2006 - September 2007
Rivnepromzviazok March 2006 - October 2006
Rivnepromzviazok December 2004 - March 2006
Skills
Oracle, PL/SQL, Oracle Application..., Oracle RAC, Toad, SQL*Plus, Oracle SQL Developer, Erwin, Git, Tortoise SVN, JIRA, Interbase/Firebird, Visual Studio, PHP, HTML, CSS, Erlang, Delphi, C++ Builder, SharePoint
Education
National Technical University of Ukraine 'Kyiv Polytechnic Institute' 2001 — 2007
Specialist, Computer systems and networks
Curtis Baugh's WealthEngine Experience February 2011 - June 2012
Job Relationship Manager at ConnectYourCare
Industry Financial Services
Experience
ConnectYourCare August 2015 - Present
Inovalon December 2014 - July 2015
ConnectYourCare March 2013 - December 2014
WealthEngine February 2011 - June 2012
StarCompliance January 2010 - February 2011
Thomson Reuters August 2009 - December 2009
Brand Informatics, Inc March 2008 - July 2008
Scivantage April 2007 - March 2008
Thomson Financial March 1997 - April 2007
Thomson Financial January 2003 - December 2004
Skills
Relationship Management, Account Management, Customer Retention, Customer Service, Needs Analysis, Resourceful..., Issue Resolution, Customer Advocacy, Communication Skills, Business Analysis, Hands-on Training, Revenue Growth..., Market Data, Wealth Management, Mutual Funds, Equities, Financial Markets, Key Client Relationships, Retention Strategies, Retention Management, Business Development, Team Management, Sales Management, Process Improvement, Financial Services, CRM, Management, Training, SaaS, Strategy, Sales, Strategic Partnerships, Human Resources, Finance, Analytics, Start-ups, Executive Management
Education
Franklin & Marshall College 1978 — 1980
BA, Economics
ConnectYourCare August 2015 - Present
Inovalon December 2014 - July 2015
ConnectYourCare March 2013 - December 2014
WealthEngine February 2011 - June 2012
StarCompliance January 2010 - February 2011
Thomson Reuters August 2009 - December 2009
Brand Informatics, Inc March 2008 - July 2008
Scivantage April 2007 - March 2008
Thomson Financial March 1997 - April 2007
Thomson Financial January 2003 - December 2004
Skills
Relationship Management, Account Management, Customer Retention, Customer Service, Needs Analysis, Resourceful..., Issue Resolution, Customer Advocacy, Communication Skills, Business Analysis, Hands-on Training, Revenue Growth..., Market Data, Wealth Management, Mutual Funds, Equities, Financial Markets, Key Client Relationships, Retention Strategies, Retention Management, Business Development, Team Management, Sales Management, Process Improvement, Financial Services, CRM, Management, Training, SaaS, Strategy, Sales, Strategic Partnerships, Human Resources, Finance, Analytics, Start-ups, Executive Management
Education
Franklin & Marshall College 1978 — 1980
BA, Economics
Angie Hohensee's WealthEngine Experience August 2015 - Present
Job Director of Business Development at WealthEngine
Industry Information Technology and Services
Experience
WealthEngine August 2015 - Present
Nelnet October 2013 - August 2015
WealthEngine 2015 - 2015
WealthEngine 2015 - 2015
University of Nebraska Foundation November 2004 - October 2013
University of Nebraska, College of Law November 2004 - October 2013
UNION BANK AND TRUST October 2002 - November 2004
Nebraska Educational Telecommunications August 1994 - October 2002
The Kansas City Star August 1991 - July 1994
Skills
Public Speaking, Research, Editing, Strategic Planning, Event Planning, Media Relations, Leadership Development, Marketing Communications, Direct Mail, Staff Development, Fundraising, Raiser's Edge, Team Management, Emotional Intelligence, Leadership, Marketing, Nonprofits, Grants, Community Outreach, Social Media
Education
University of Nebraska-Lincoln 1986 — 1990
Bachelor's degree, Advertising
WealthEngine August 2015 - Present
Nelnet October 2013 - August 2015
WealthEngine 2015 - 2015
WealthEngine 2015 - 2015
University of Nebraska Foundation November 2004 - October 2013
University of Nebraska, College of Law November 2004 - October 2013
UNION BANK AND TRUST October 2002 - November 2004
Nebraska Educational Telecommunications August 1994 - October 2002
The Kansas City Star August 1991 - July 1994
Skills
Public Speaking, Research, Editing, Strategic Planning, Event Planning, Media Relations, Leadership Development, Marketing Communications, Direct Mail, Staff Development, Fundraising, Raiser's Edge, Team Management, Emotional Intelligence, Leadership, Marketing, Nonprofits, Grants, Community Outreach, Social Media
Education
University of Nebraska-Lincoln 1986 — 1990
Bachelor's degree, Advertising
Ted Martin's WealthEngine Experience December 2014 - Present
Job Analytics Strategist | Agile BI Enthusiast | Marketing & Sales Leader | ND Sports Fan
Industry Computer Software
Experience
WealthEngine December 2014 - Present
TIBCO Spotfire September 2013 - December 2014
Vorsight January 2012 - August 2013
Vorsight December 2009 - 2011
Vorsight June 2008 - December 2009
Skills
Data Visualization, Sales Process, Sales Management, Sales, Business Relationship..., Strategy, Marketing, Salesforce.com, Business Intelligence, Business Development, Market Research, Cold Calling, Leadership, Selling Skills, Training, Coaching, Solution Selling, Networking, Marketing Strategy, Selling, Qualifying Prospects, Inside Sales, Strategic Partnerships, New Business Development, Demand Generation, Sales Presentations, Time Management, Telecommunications, Cloud Computing, Key Account Management, Management, Negotiation, CRM, Lead Generation, SaaS, Account Management, Direct Sales, Sales Operations, Start-ups, B2B Marketing, Professional Services, Channel Partners, Executive Management, Go-to-market Strategy, Data Discovery
Education
University of Notre Dame 2004 — 2008
BA POLS, Political Science, Military Science
WealthEngine December 2014 - Present
TIBCO Spotfire September 2013 - December 2014
Vorsight January 2012 - August 2013
Vorsight December 2009 - 2011
Vorsight June 2008 - December 2009
Skills
Data Visualization, Sales Process, Sales Management, Sales, Business Relationship..., Strategy, Marketing, Salesforce.com, Business Intelligence, Business Development, Market Research, Cold Calling, Leadership, Selling Skills, Training, Coaching, Solution Selling, Networking, Marketing Strategy, Selling, Qualifying Prospects, Inside Sales, Strategic Partnerships, New Business Development, Demand Generation, Sales Presentations, Time Management, Telecommunications, Cloud Computing, Key Account Management, Management, Negotiation, CRM, Lead Generation, SaaS, Account Management, Direct Sales, Sales Operations, Start-ups, B2B Marketing, Professional Services, Channel Partners, Executive Management, Go-to-market Strategy, Data Discovery
Education
University of Notre Dame 2004 — 2008
BA POLS, Political Science, Military Science
Tamara Walker, MBA, SPHR, SHRM-SCP's WealthEngine Experience August 2015 - Present
Job Senior Director of Human Resources at WealthEngine
Industry Human Resources
Experience
WealthEngine August 2015 - Present
AABB January 2015 - July 2015
AABB July 2011 - January 2015
B'nai B'rith International April 2009 - July 2011
NATEK 2008 - 2009
Case Design/Remodeling, Inc. 1999 - 2008
Gap Inc./Old Navy February 1999 - December 1999
Toys R Us May 1996 - November 1999
Skills
Employee Relations, Employee Benefits, Training, Applicant Tracking..., Payroll, Employee Engagement, HR Consulting, HRIS, Policy, Team Building, Strategic Planning, College Recruiting, New Hire Orientations, Interviews, Time Management, Workshop Facilitation, Budgets, Start-ups, Leadership Development, Deferred Compensation, System Administration, Exit Interviews, Negotiation, Leadership, Employment Law, Organizational..., Organizational..., Recruiting, Management, Human Resources, Performance Management, Workforce Planning, Employee Training, Talent Management, Talent Acquisition, Personnel Management, Onboarding
Education
University of Maryland University College 2010 — 2013
Master of Business Administration (MBA)
Towson University 1992 — 1996
Bachelor of Science, Business Administration
WealthEngine August 2015 - Present
AABB January 2015 - July 2015
AABB July 2011 - January 2015
B'nai B'rith International April 2009 - July 2011
NATEK 2008 - 2009
Case Design/Remodeling, Inc. 1999 - 2008
Gap Inc./Old Navy February 1999 - December 1999
Toys R Us May 1996 - November 1999
Skills
Employee Relations, Employee Benefits, Training, Applicant Tracking..., Payroll, Employee Engagement, HR Consulting, HRIS, Policy, Team Building, Strategic Planning, College Recruiting, New Hire Orientations, Interviews, Time Management, Workshop Facilitation, Budgets, Start-ups, Leadership Development, Deferred Compensation, System Administration, Exit Interviews, Negotiation, Leadership, Employment Law, Organizational..., Organizational..., Recruiting, Management, Human Resources, Performance Management, Workforce Planning, Employee Training, Talent Management, Talent Acquisition, Personnel Management, Onboarding
Education
University of Maryland University College 2010 — 2013
Master of Business Administration (MBA)
Towson University 1992 — 1996
Bachelor of Science, Business Administration
Trish Hinders's WealthEngine Experience October 2010 - Present
Job Freelance at WealthEngine
Industry Nonprofit Organization Management
Experience
WealthEngine October 2010 - Present
The Helen Hayes Awards November 2009 - May 2010
WGMD Radio June 2008 - October 2009
WRTI Radio June 2004 - August 2004
Education
Temple University 2004 — 2008
BA, Broadcast Journalism
WealthEngine October 2010 - Present
The Helen Hayes Awards November 2009 - May 2010
WGMD Radio June 2008 - October 2009
WRTI Radio June 2004 - August 2004
Education
Temple University 2004 — 2008
BA, Broadcast Journalism
Cheryl Gustitus Cheryl Gustitus's WealthEngine Experience May 2009 - April 2011
Job Global Director, Marketing and Strategic Initiatives at Sustainalytics
Industry Financial Services
Experience
Sustainalytics September 2014 - Present
GMI Ratings August 2013 - August 2014
Institutional Shareholder Services May 2011 - August 2013
WealthEngine May 2009 - April 2011
RiskMetrics Group April 2002 - May 2009
Institutional Shareholder Services 2002 - 2007
Digex 2000 - 2002
Primark 1995 - 1999
Calvert Group 1993 - 1995
T Rowe Price 1984 - 1994
Skills
Investor Relations, Strategic Planning, Corporate Governance, Salesforce.com, Lead Generation, Marketing Strategy, Strategic Partnerships, Strategy, Marketing Communications, Market Research, Marketing, Analytics, Corporate Communications, Business Strategy, Mergers & Acquisitions, Business Development, Product Marketing, Product Management, Public Relations
Education
James Madison University 1980 — 1984
Sustainalytics September 2014 - Present
GMI Ratings August 2013 - August 2014
Institutional Shareholder Services May 2011 - August 2013
WealthEngine May 2009 - April 2011
RiskMetrics Group April 2002 - May 2009
Institutional Shareholder Services 2002 - 2007
Digex 2000 - 2002
Primark 1995 - 1999
Calvert Group 1993 - 1995
T Rowe Price 1984 - 1994
Skills
Investor Relations, Strategic Planning, Corporate Governance, Salesforce.com, Lead Generation, Marketing Strategy, Strategic Partnerships, Strategy, Marketing Communications, Market Research, Marketing, Analytics, Corporate Communications, Business Strategy, Mergers & Acquisitions, Business Development, Product Marketing, Product Management, Public Relations
Education
James Madison University 1980 — 1984
Jessica (Bolgiano) Smith's WealthEngine Experience February 2015 - Present
Job Hybrid Marketer: Digital & Content Strategy, Product Marketing and Sales
Industry Marketing and Advertising
Experience
WealthEngine February 2015 - Present
Startups/Agencies/Fortune 500 2008 - Present
FlexJobs.com September 2013 - August 2014
HyperOffice 2013 - 2013
Plum District 2011 - 2012
Fleishman-Hillard July 2009 - September 2010
Long & Foster 2006 - 2008
Kelly Services, Inc. 2005 - 2006
Edge Professional Services (Now Artech) January 2004 - July 2005
Odell Simms & Associates September 2002 - December 2003
Skills
Social Media Marketing, Social Media, Social Networking, Lead Generation, Blogging, Digital Marketing, Digital Strategy, Entrepreneurship, Facebook, Marketing Strategy, Recruiting, Integrated Marketing, Strategic Partnerships, Newsletters, Online Advertising, Leadership, Advertising, New Business Development, Marketing, Sales Management, Salesforce.com, Online Marketing, Business Strategy, Public Speaking, SEO, Content Management, Account Management, Sales Operations, Business Development, Digital Media, Public Relations, Forecasting, Strategic Sales, Start-ups, Fundraising, Event Management, E-commerce, Market Research, Promotions, Customer Service, Content Strategy, Sales, WordPress, Analytics, CRM, Instagram, Brand Development, Pinterest, Customer Relations, Speaking Engagements
Education
University of Maryland College Park 1994 — 1999
BA, Communications
WealthEngine February 2015 - Present
Startups/Agencies/Fortune 500 2008 - Present
FlexJobs.com September 2013 - August 2014
HyperOffice 2013 - 2013
Plum District 2011 - 2012
Fleishman-Hillard July 2009 - September 2010
Long & Foster 2006 - 2008
Kelly Services, Inc. 2005 - 2006
Edge Professional Services (Now Artech) January 2004 - July 2005
Odell Simms & Associates September 2002 - December 2003
Skills
Social Media Marketing, Social Media, Social Networking, Lead Generation, Blogging, Digital Marketing, Digital Strategy, Entrepreneurship, Facebook, Marketing Strategy, Recruiting, Integrated Marketing, Strategic Partnerships, Newsletters, Online Advertising, Leadership, Advertising, New Business Development, Marketing, Sales Management, Salesforce.com, Online Marketing, Business Strategy, Public Speaking, SEO, Content Management, Account Management, Sales Operations, Business Development, Digital Media, Public Relations, Forecasting, Strategic Sales, Start-ups, Fundraising, Event Management, E-commerce, Market Research, Promotions, Customer Service, Content Strategy, Sales, WordPress, Analytics, CRM, Instagram, Brand Development, Pinterest, Customer Relations, Speaking Engagements
Education
University of Maryland College Park 1994 — 1999
BA, Communications
Danny Tippett Danny Tippett's WealthEngine Experience April 2010 - June 2015
Job Assistant Producer
Industry Events Services
Experience
Revolution Events June 2015 - Present
WealthEngine April 2010 - June 2015
Adventure Theatre 2008 - 2010
Richard Frankel Productions 2007 - 2008
Ford's Theatre 2006 - 2006
The John F. Kennedy Center for the Performing Arts August 2004 - May 2005
Toby's Dinner Theatre February 2004 - July 2004
Montgomery College Summer Dinner Theatre January 2000 - January 2001
Advanced Windows, Inc January 1998 - January 1999
Damascus Dental January 1997 - January 1998
Skills
Theatre, Acting, Musical Theatre, Dance, Singing, Performing Arts, Non-profits, Social Media, Stage, Research, Music, Public Speaking, Microsoft Office, Microsoft Excel, Voice Acting, Microsoft Word, Salesforce.com, WebEx, Volunteer Management, Sales, Marketing, GoToMeeting, Nonprofits, Philanthropy, Time Management, Prospect Research, Management, Administrative..., Data Entry, Event Management, Administrative...
Education
The Catholic University of America 2001 — 2004
Bachelors of Music, Musical Theatre
Montgomery College 1998 — 2001
Associates of Arts, Theatre Performance
Revolution Events June 2015 - Present
WealthEngine April 2010 - June 2015
Adventure Theatre 2008 - 2010
Richard Frankel Productions 2007 - 2008
Ford's Theatre 2006 - 2006
The John F. Kennedy Center for the Performing Arts August 2004 - May 2005
Toby's Dinner Theatre February 2004 - July 2004
Montgomery College Summer Dinner Theatre January 2000 - January 2001
Advanced Windows, Inc January 1998 - January 1999
Damascus Dental January 1997 - January 1998
Skills
Theatre, Acting, Musical Theatre, Dance, Singing, Performing Arts, Non-profits, Social Media, Stage, Research, Music, Public Speaking, Microsoft Office, Microsoft Excel, Voice Acting, Microsoft Word, Salesforce.com, WebEx, Volunteer Management, Sales, Marketing, GoToMeeting, Nonprofits, Philanthropy, Time Management, Prospect Research, Management, Administrative..., Data Entry, Event Management, Administrative...
Education
The Catholic University of America 2001 — 2004
Bachelors of Music, Musical Theatre
Montgomery College 1998 — 2001
Associates of Arts, Theatre Performance
Ben Weinberger's WealthEngine Experience August 2010 - April 2011
Job
Industry International Affairs
Experience
Private Tennis Instructor January 2014 - Present
ITLocator.com January 2014 - Present
RiverFish Angling May 2012 - Present
CustomBookBindingNY June 2014 - July 2014
Bethesda Lacrosse March 2013 - June 2013
Tennis Instructor May 2012 - October 2012
Salt and Pepper Restaurant December 2011 - June 2012
Black Salt Restaurant May 2011 - November 2011
WealthEngine August 2010 - April 2011
AdRoll.com May 2010 - July 2010
Skills
Sales, Business Development, Social Media, Social Networking, Advertising, Photography, Journalism, Customer Service, Microsoft Word, Public Speaking, Event Planning, Research, Nonprofits, Leadership, Strategic Partnerships, Entrepreneurship, Marketing, Social Media Marketing, Event Management, Strategic Planning, Percussion Performance
Education
University of Denver 2004 — 2008
Bachelor’s Degree, International Studies, Economics
Universitat d'Alacant 2006 — 2007
Spanish, Art, Economics
Skidmore College 2005 — 2005
Private Tennis Instructor January 2014 - Present
ITLocator.com January 2014 - Present
RiverFish Angling May 2012 - Present
CustomBookBindingNY June 2014 - July 2014
Bethesda Lacrosse March 2013 - June 2013
Tennis Instructor May 2012 - October 2012
Salt and Pepper Restaurant December 2011 - June 2012
Black Salt Restaurant May 2011 - November 2011
WealthEngine August 2010 - April 2011
AdRoll.com May 2010 - July 2010
Skills
Sales, Business Development, Social Media, Social Networking, Advertising, Photography, Journalism, Customer Service, Microsoft Word, Public Speaking, Event Planning, Research, Nonprofits, Leadership, Strategic Partnerships, Entrepreneurship, Marketing, Social Media Marketing, Event Management, Strategic Planning, Percussion Performance
Education
University of Denver 2004 — 2008
Bachelor’s Degree, International Studies, Economics
Universitat d'Alacant 2006 — 2007
Spanish, Art, Economics
Skidmore College 2005 — 2005
Peggy Padalino Peggy Padalino's WealthEngine Experience October 2013 - July 2015
Job Experienced Sales Leader
Industry Internet
Experience
WealthEngine October 2013 - July 2015
Avectra April 2012 - September 2013
Jobfox February 2005 - May 2012
INPUT 2003 - 2005
VOCUS, INC August 2002 - December 2003
CareerBuilder 1996 - 2002
Sybase Corporation January 1995 - January 1996
The Santa Cruz Operation January 1990 - January 1995
Skills
Outstanding Customer..., Leading Sales, Sales Management, Customer Service, Sales, Selling Skills, Market Planning, SaaS, Business Development, Salesforce.com, Competitive Analysis, Management, Team Building, New Business Development, B2B, Account Management, Cloud Computing, Digital Media, Direct Sales, Coaching, Lead Generation, Solution Selling, Strategy, Selling, Product Management, Online Advertising, Channel Partners, Sales Presentations, Go-to-market Strategy, Cold Calling, Training, Strategic Partnerships, Demand Generation, E-commerce, Software Industry, Customer Retention, Professional Services, Cross-functional Team..., Strategic Planning, Executive Management, CRM, Sales Operations, Online Marketing, Start-ups, Marketing Strategy, Email Marketing, Sales Process, Strategic Leadership, Leadership, Sales Enablement
Education
University of Maryland College Park 1974 — 1976
Business, Human Resources and Labor Relations
WealthEngine October 2013 - July 2015
Avectra April 2012 - September 2013
Jobfox February 2005 - May 2012
INPUT 2003 - 2005
VOCUS, INC August 2002 - December 2003
CareerBuilder 1996 - 2002
Sybase Corporation January 1995 - January 1996
The Santa Cruz Operation January 1990 - January 1995
Skills
Outstanding Customer..., Leading Sales, Sales Management, Customer Service, Sales, Selling Skills, Market Planning, SaaS, Business Development, Salesforce.com, Competitive Analysis, Management, Team Building, New Business Development, B2B, Account Management, Cloud Computing, Digital Media, Direct Sales, Coaching, Lead Generation, Solution Selling, Strategy, Selling, Product Management, Online Advertising, Channel Partners, Sales Presentations, Go-to-market Strategy, Cold Calling, Training, Strategic Partnerships, Demand Generation, E-commerce, Software Industry, Customer Retention, Professional Services, Cross-functional Team..., Strategic Planning, Executive Management, CRM, Sales Operations, Online Marketing, Start-ups, Marketing Strategy, Email Marketing, Sales Process, Strategic Leadership, Leadership, Sales Enablement
Education
University of Maryland College Park 1974 — 1976
Business, Human Resources and Labor Relations
Stephen Carroll's WealthEngine Experience May 2014 - Present
Job Director of Product Marketing at WealthEngine
Industry Information Technology and Services
Experience
WealthEngine May 2014 - Present
DATABASICS December 2013 - May 2014
HigherMark Consulting, LLC August 2013 - May 2014
ARC November 2011 - 2013
TRX, INC. October 2008 - November 2011
TRX Inc. 2007 - October 2008
Sabre Holdings / IGOUGO.COM 2006 - 2007
Sabre Holdings, Inc 2005 - 2007
Sabre Holdings 2002 - 2004
Sabre Holdings 2000 - 2002
Skills
Product Marketing, Strategy, Strategic Planning, Business Strategy, Strategic Partnerships, Product Management, Management, New Business Development, Pricing, Cross-functional Team..., Start-ups, Business Development, Analytics, Program Management, E-commerce, Marketing, Leadership, Online Marketing, Sales Management, Enterprise Software, P&L Management, Project Management, SEM, Competitive Analysis, Business Analysis, Advertising, Product Development, SEO, SaaS, Public Relations, Executive Management, Account Management, Financial Analysis, Entrepreneurship, Business Intelligence, Direct Marketing, Mergers & Acquisitions, Integrated Marketing, Market Research, Vendor Management, Business Process, Performance Management, Project Planning, Business Planning, Cloud Computing, Marketing Automation, Product Launch, Sales Enablement, Mobile Applications
Education
University of Arizona
MBA, Marketing/Marketing Management, General
University of Arizona
BA, Finance and Accounting
Northwestern University - Kellogg School of Management 2008 — 2008
Executive Program, Competitive Strategy, Marketing
WealthEngine May 2014 - Present
DATABASICS December 2013 - May 2014
HigherMark Consulting, LLC August 2013 - May 2014
ARC November 2011 - 2013
TRX, INC. October 2008 - November 2011
TRX Inc. 2007 - October 2008
Sabre Holdings / IGOUGO.COM 2006 - 2007
Sabre Holdings, Inc 2005 - 2007
Sabre Holdings 2002 - 2004
Sabre Holdings 2000 - 2002
Skills
Product Marketing, Strategy, Strategic Planning, Business Strategy, Strategic Partnerships, Product Management, Management, New Business Development, Pricing, Cross-functional Team..., Start-ups, Business Development, Analytics, Program Management, E-commerce, Marketing, Leadership, Online Marketing, Sales Management, Enterprise Software, P&L Management, Project Management, SEM, Competitive Analysis, Business Analysis, Advertising, Product Development, SEO, SaaS, Public Relations, Executive Management, Account Management, Financial Analysis, Entrepreneurship, Business Intelligence, Direct Marketing, Mergers & Acquisitions, Integrated Marketing, Market Research, Vendor Management, Business Process, Performance Management, Project Planning, Business Planning, Cloud Computing, Marketing Automation, Product Launch, Sales Enablement, Mobile Applications
Education
University of Arizona
MBA, Marketing/Marketing Management, General
University of Arizona
BA, Finance and Accounting
Northwestern University - Kellogg School of Management 2008 — 2008
Executive Program, Competitive Strategy, Marketing
T. Clay Buck, CFRE's WealthEngine Experience August 2012 - February 2015
Job Annual Fund Director at The Smith Center for the Performing Arts
Industry Fund-Raising
Experience
The Smith Center for the Performing Arts February 2015 - Present
WealthEngine August 2012 - February 2015
Harris Connect March 2010 - July 2012
IDC September 2007 - March 2010
IDC November 2004 - September 2007
IDC July 2002 - November 2004
Goodman Theatre 1999 - 2002
Lookingglass Theatre Company 1999 - 2000
Erikson Institute 1996 - 1999
Michigan State University, Department of Theater September 1993 - June 1996
Skills
Annual Giving, Philanthropy, Fundraising, Animal Welfare, Volunteer Management, Non-profits, Event Planning, Event Management, Public Speaking, Social Media, Strategic Planning, Grants, Research, Direct Mail, Marketing, Proposal Writing, Nonprofits, Management, Program Management, Marketing Strategy, Recruiting, Team Building, Leadership, Organizational..., Budgets, Change Management, Board Development, Prospect Research, Community Outreach, Training
Education
Michigan State University 1993 — 1996
MFA, Theater
The University of Georgia 1989 — 1992
Bachelor of Arts (BA), Drama and Dramatics/Theatre Arts, General
The Smith Center for the Performing Arts February 2015 - Present
WealthEngine August 2012 - February 2015
Harris Connect March 2010 - July 2012
IDC September 2007 - March 2010
IDC November 2004 - September 2007
IDC July 2002 - November 2004
Goodman Theatre 1999 - 2002
Lookingglass Theatre Company 1999 - 2000
Erikson Institute 1996 - 1999
Michigan State University, Department of Theater September 1993 - June 1996
Skills
Annual Giving, Philanthropy, Fundraising, Animal Welfare, Volunteer Management, Non-profits, Event Planning, Event Management, Public Speaking, Social Media, Strategic Planning, Grants, Research, Direct Mail, Marketing, Proposal Writing, Nonprofits, Management, Program Management, Marketing Strategy, Recruiting, Team Building, Leadership, Organizational..., Budgets, Change Management, Board Development, Prospect Research, Community Outreach, Training
Education
Michigan State University 1993 — 1996
MFA, Theater
The University of Georgia 1989 — 1992
Bachelor of Arts (BA), Drama and Dramatics/Theatre Arts, General
Chizoba Okafor's WealthEngine Experience July 2015 - Present
Job Marketing Communications Professional
Industry Market Research
Experience
WealthEngine July 2015 - Present
UDR May 2014 - July 2015
UDR October 2013 - May 2014
FedBid, Inc. June 2013 - September 2013
The National Society of Collegiate Scholars December 2012 - May 2013
NBCUniversal, Inc. September 2011 - May 2013
The National Society of Collegiate Scholars February 2012 - April 2013
Live Nation May 2012 - August 2012
Skills
Social Media, Facebook, Marketing Strategy, Time Management, Social Media Marketing, Event Management, Community Outreach, Salesforce.com, Sales, Customer Service, Pinterest, Marketing, Research & Strategy, Microsoft Office, Twitter, Management, Blogging, Promotions, Research, Microsoft Excel, Training, PowerPoint, Marketing Communications, Budgets, Event Planning, Social Networking, Property Management, Luxury Brand Marketing, Public Relations, Market Research, Advertising, Public Speaking, Leadership, Microsoft Word, Editing, Writing
Education
Howard University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.42
Micheal E. Debakey High School for Health Professions 2005 — 2009
High School Diploma, Health Services/Allied Health/Health Sciences, General
WealthEngine July 2015 - Present
UDR May 2014 - July 2015
UDR October 2013 - May 2014
FedBid, Inc. June 2013 - September 2013
The National Society of Collegiate Scholars December 2012 - May 2013
NBCUniversal, Inc. September 2011 - May 2013
The National Society of Collegiate Scholars February 2012 - April 2013
Live Nation May 2012 - August 2012
Skills
Social Media, Facebook, Marketing Strategy, Time Management, Social Media Marketing, Event Management, Community Outreach, Salesforce.com, Sales, Customer Service, Pinterest, Marketing, Research & Strategy, Microsoft Office, Twitter, Management, Blogging, Promotions, Research, Microsoft Excel, Training, PowerPoint, Marketing Communications, Budgets, Event Planning, Social Networking, Property Management, Luxury Brand Marketing, Public Relations, Market Research, Advertising, Public Speaking, Leadership, Microsoft Word, Editing, Writing
Education
Howard University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.42
Micheal E. Debakey High School for Health Professions 2005 — 2009
High School Diploma, Health Services/Allied Health/Health Sciences, General
Jason Rosenberg's WealthEngine Experience July 2014 - April 2015
Job Account Executive at Talkdesk
Industry Computer Software
Experience
Talkdesk 2015 - Present
WealthEngine July 2014 - April 2015
WealthEngine November 2013 - June 2014
WealthEngine January 2013 - November 2013
Surf Expo 2012 - 2012
Brightsound Entertainment 2010 - 2012
Skills
Sales, SaaS, Analytics, Solution Selling, Financial Analysis, Salesforce.com, Fundraising, Account Management, Strategic Planning, Marketing, PowerPoint, Prospect Research, Sales Process, Public Speaking, Selling
Education
The Citadel
Master of Business Administration (MBA), Finance
College of Charleston
Bachelor of Science (B.S.), International Business
Peking University
Asian Studies
Talkdesk 2015 - Present
WealthEngine July 2014 - April 2015
WealthEngine November 2013 - June 2014
WealthEngine January 2013 - November 2013
Surf Expo 2012 - 2012
Brightsound Entertainment 2010 - 2012
Skills
Sales, SaaS, Analytics, Solution Selling, Financial Analysis, Salesforce.com, Fundraising, Account Management, Strategic Planning, Marketing, PowerPoint, Prospect Research, Sales Process, Public Speaking, Selling
Education
The Citadel
Master of Business Administration (MBA), Finance
College of Charleston
Bachelor of Science (B.S.), International Business
Peking University
Asian Studies
Anastasia Wash Anastasia Wash's WealthEngine Experience July 2013 - August 2013
Job Business Development Representative at Synthesio
Industry Marketing and Advertising
Experience
Synthesio June 2015 - Present
TargetSpot August 2014 - June 2015
Morgan-Marrow Co June 2014 - September 2014
WealthEngine July 2013 - August 2013
The Fullbridge Program June 2013 - June 2013
WealthEngine July 2012 - August 2012
Shred-it January 2011 - July 2011
3D Sports June 2010 - August 2010
Shred-it June 2010 - August 2010
Skills
Social Media Marketing, Social Media, Salesforce.com, Sales, Marketing Strategy, Customer Service, Marketing, Microsoft Excel, Development of Sales, Inventory Management, Sales Operations, Fundraising, Market Research, SPSS, Analytics, PowerPoint, Direct Marketing, Advertising Operations, Liverail, Lead Generation, Event Management, Product Marketing, Optimization, CRM, Custom Projects, Event Planning, Public Speaking, Microsoft Office
Education
St. Mary's College of Maryland 2011 — 2014
Bachelor of Arts (BA), Sociology
York High School 2006 — 2010
Synthesio June 2015 - Present
TargetSpot August 2014 - June 2015
Morgan-Marrow Co June 2014 - September 2014
WealthEngine July 2013 - August 2013
The Fullbridge Program June 2013 - June 2013
WealthEngine July 2012 - August 2012
Shred-it January 2011 - July 2011
3D Sports June 2010 - August 2010
Shred-it June 2010 - August 2010
Skills
Social Media Marketing, Social Media, Salesforce.com, Sales, Marketing Strategy, Customer Service, Marketing, Microsoft Excel, Development of Sales, Inventory Management, Sales Operations, Fundraising, Market Research, SPSS, Analytics, PowerPoint, Direct Marketing, Advertising Operations, Liverail, Lead Generation, Event Management, Product Marketing, Optimization, CRM, Custom Projects, Event Planning, Public Speaking, Microsoft Office
Education
St. Mary's College of Maryland 2011 — 2014
Bachelor of Arts (BA), Sociology
York High School 2006 — 2010
Molly Hall's WealthEngine Experience July 2015 - Present
Job National Account Executive at WealthEngine
Industry Information Technology and Services
Experience
WealthEngine July 2015 - Present
WealthEngine January 2015 - June 2015
WealthEngine April 2010 - December 2014
WealthEngine April 2007 - April 2010
Callahan & Associates 2005 - 2007
Skills
Salesforce.com, Analytics, Marketing, Account Management, Sales Process, Sales, Management, New Business Development, Leadership, Marketing Strategy, Selling, Nonprofits, Public Speaking, Sales Operations, Strategy, Sales Management, WealthEngine, Strategic Partnerships, Business Development, Non-profits, Program Management, Prospect Research, Solution Selling, Business Strategy, Key Account Acquisition..., Direct Sales, Competitive Analysis, Product Marketing, Team Building, Sales Presentations, Challenger Selling
Education
Boston University Questrom School of Business
BSBA, Marketing
WealthEngine July 2015 - Present
WealthEngine January 2015 - June 2015
WealthEngine April 2010 - December 2014
WealthEngine April 2007 - April 2010
Callahan & Associates 2005 - 2007
Skills
Salesforce.com, Analytics, Marketing, Account Management, Sales Process, Sales, Management, New Business Development, Leadership, Marketing Strategy, Selling, Nonprofits, Public Speaking, Sales Operations, Strategy, Sales Management, WealthEngine, Strategic Partnerships, Business Development, Non-profits, Program Management, Prospect Research, Solution Selling, Business Strategy, Key Account Acquisition..., Direct Sales, Competitive Analysis, Product Marketing, Team Building, Sales Presentations, Challenger Selling
Education
Boston University Questrom School of Business
BSBA, Marketing
Clare Espina Clare Espina's WealthEngine Experience January 2015 - Present
Job Operations Manager at WealthEngine
Industry Information Technology and Services
Experience
WealthEngine January 2015 - Present
WealthEngine August 2014 - December 2014
WealthEngine June 2013 - July 2014
WealthEngine September 2012 - May 2013
WealthEngine January 2012 - September 2012
Skills
Non-profits, Salesforce.com, Data Analysis, Social Media, Fundraising, Prospect Research, Analytics, Access, Microsoft Office, Microsoft Excel, Outlook, Customer Service, Strategic Planning, Microsoft Word, PowerPoint, Analysis, Management, Databases, Market Research, Leadership, Marketing, Event Management, Program Management, Nonprofits
Education
Saint Joseph's University 2007 — 2011
Bachelor of Science, Business Administration; Decision and System Sciences
Saint Joseph's University - Erivan K. Haub School of Business 2007 — 2011
Bachelor of Business Administration (B.B.A.), Decision and System Sciences
WealthEngine January 2015 - Present
WealthEngine August 2014 - December 2014
WealthEngine June 2013 - July 2014
WealthEngine September 2012 - May 2013
WealthEngine January 2012 - September 2012
Skills
Non-profits, Salesforce.com, Data Analysis, Social Media, Fundraising, Prospect Research, Analytics, Access, Microsoft Office, Microsoft Excel, Outlook, Customer Service, Strategic Planning, Microsoft Word, PowerPoint, Analysis, Management, Databases, Market Research, Leadership, Marketing, Event Management, Program Management, Nonprofits
Education
Saint Joseph's University 2007 — 2011
Bachelor of Science, Business Administration; Decision and System Sciences
Saint Joseph's University - Erivan K. Haub School of Business 2007 — 2011
Bachelor of Business Administration (B.B.A.), Decision and System Sciences
Jill Zuerlein's WealthEngine Experience October 2013 - August 2014
Job Senior Program Coordinator at Creighton University
Industry Higher Education
Experience
WealthEngine October 2013 - August 2014
Stork Vision Prenatal Imaging Center December 2010 - February 2014
Infogroup February 2011 - October 2013
Viva International Eyewear February 2010 - January 2011
NovaQuest Pharmaceuticals (a division of Quintiles June 2008 - January 2010
infoUSA January 2004 - May 2008
Skills
Selling, Direct Marketing, Email Marketing, Social Media, Marketing Strategy, Sales, Sales Operations, B2B, Marketing, Customer Service, Analytics, Lead Generation, Management, Salesforce.com, Business Development, Account Management, Business Strategy
Education
Creighton University 1998 — 2002
Bachelor's Degree, Communications
Creighton University
Master's Degree, Communications; Dispute Resolution and Negotiation
WealthEngine October 2013 - August 2014
Stork Vision Prenatal Imaging Center December 2010 - February 2014
Infogroup February 2011 - October 2013
Viva International Eyewear February 2010 - January 2011
NovaQuest Pharmaceuticals (a division of Quintiles June 2008 - January 2010
infoUSA January 2004 - May 2008
Skills
Selling, Direct Marketing, Email Marketing, Social Media, Marketing Strategy, Sales, Sales Operations, B2B, Marketing, Customer Service, Analytics, Lead Generation, Management, Salesforce.com, Business Development, Account Management, Business Strategy
Education
Creighton University 1998 — 2002
Bachelor's Degree, Communications
Creighton University
Master's Degree, Communications; Dispute Resolution and Negotiation
Mark A. Dunham, Jr's WealthEngine Experience November 2012 - May 2013
Job Manager, Legal Affairs at Retail Industry Leaders Association (RILA); J.D. Candidate at AU Washington College of Law
Industry Nonprofit Organization Management
Experience
Retail Industry Leaders Association (RILA) June 2013 - Present
WealthEngine November 2012 - May 2013
WealthEngine August 2012 - November 2012
Deloitte May 2012 - July 2012
Best Buy May 2011 - May 2012
U.S. Government Accountability Office February 2012 - February 2012
Law Offices of Shah and Shah September 2011 - November 2011
District of Columbia Public Schools (DCPS) June 2011 - August 2011
Skills
Leadership, Analysis, Time Management, Political Science, Regulatory Affairs, Policy, Team Leadership, Legal Writing, Project Management, Legal Research, Public Speaking, Microsoft Office, Event Planning
Education
American University Washington College of Law 2014 — 2018
Doctor of Law (J.D.), Banking, Corporate, Finance, and Securities Law
John Cook School of Business at Saint Louis University 2015 — 2015
Certificate, Advanced Product Safety Management
American University 2008 — 2012
Bachelor of Arts, Political Science; American Government Concentration
Retail Industry Leaders Association (RILA) June 2013 - Present
WealthEngine November 2012 - May 2013
WealthEngine August 2012 - November 2012
Deloitte May 2012 - July 2012
Best Buy May 2011 - May 2012
U.S. Government Accountability Office February 2012 - February 2012
Law Offices of Shah and Shah September 2011 - November 2011
District of Columbia Public Schools (DCPS) June 2011 - August 2011
Skills
Leadership, Analysis, Time Management, Political Science, Regulatory Affairs, Policy, Team Leadership, Legal Writing, Project Management, Legal Research, Public Speaking, Microsoft Office, Event Planning
Education
American University Washington College of Law 2014 — 2018
Doctor of Law (J.D.), Banking, Corporate, Finance, and Securities Law
John Cook School of Business at Saint Louis University 2015 — 2015
Certificate, Advanced Product Safety Management
American University 2008 — 2012
Bachelor of Arts, Political Science; American Government Concentration
Puja Tamang's WealthEngine Experience June 2015 - Present
Job Inside Sales Representative at WealthEngine
Industry Marketing and Advertising
Experience
WealthEngine June 2015 - Present
Aramark October 2014 - June 2015
GWTS February 2007 - June 2015
HZDG August 2013 - November 2013
NEWS USA July 2011 - June 2012
Skills
Google Analytics, Social Media Marketing, Social Media, Advertising, Marketing Communications, SEM, Marketing, Media Planning, Marketing Research, Public Relations, Email Marketing, Brand Development, Online Marketing, Online Advertising, Facebook, WordPress, Web Design, Adobe Creative Suite, InDesign, Photoshop, Media Relations
Education
University of Maryland College Park 2009 — 2013
Communication, Digital
WealthEngine June 2015 - Present
Aramark October 2014 - June 2015
GWTS February 2007 - June 2015
HZDG August 2013 - November 2013
NEWS USA July 2011 - June 2012
Skills
Google Analytics, Social Media Marketing, Social Media, Advertising, Marketing Communications, SEM, Marketing, Media Planning, Marketing Research, Public Relations, Email Marketing, Brand Development, Online Marketing, Online Advertising, Facebook, WordPress, Web Design, Adobe Creative Suite, InDesign, Photoshop, Media Relations
Education
University of Maryland College Park 2009 — 2013
Communication, Digital
Chris Boyette Chris Boyette's WealthEngine Experience December 2014 - Present
Job Enterprise Sales Executive at WealthEngine
Industry Information Technology and Services
Experience
WealthEngine December 2014 - Present
ORACLE MARKETING CLOUD October 2013 - October 2014
Target Analytics, a division of Blackbaud January 2008 - October 2013
Blackbaud 2001 - 2010
Planet International January 1999 - December 2000
Skills
Fundraising, Analytics, Non-profits, Social Networking, Strategic Planning, SaaS, Marketing Strategy, Lead Generation, Customer Service, Salesforce.com, Social Media Marketing, Social Media, CRM, Strategic Partnerships, Nonprofits, B2B, Account Management, Marketing, Direct Sales, Email Marketing, Cloud Computing, Business Development, Management, Enterprise Software, Leadership, Solution Selling, Cold Calling, Selling, Sales Process, Sales, Sales Operations, Strategy, Professional Services, Business Intelligence, Sales Management
Education
University of Arkansas
WealthEngine December 2014 - Present
ORACLE MARKETING CLOUD October 2013 - October 2014
Target Analytics, a division of Blackbaud January 2008 - October 2013
Blackbaud 2001 - 2010
Planet International January 1999 - December 2000
Skills
Fundraising, Analytics, Non-profits, Social Networking, Strategic Planning, SaaS, Marketing Strategy, Lead Generation, Customer Service, Salesforce.com, Social Media Marketing, Social Media, CRM, Strategic Partnerships, Nonprofits, B2B, Account Management, Marketing, Direct Sales, Email Marketing, Cloud Computing, Business Development, Management, Enterprise Software, Leadership, Solution Selling, Cold Calling, Selling, Sales Process, Sales, Sales Operations, Strategy, Professional Services, Business Intelligence, Sales Management
Education
University of Arkansas
Laura (Gibson) Able's WealthEngine Experience January 2011 - November 2013
Job Owner at StitchAble
Industry Internet
Experience
Stitch-Able November 2013 - Present
WealthEngine January 2011 - November 2013
St. Louis Cardinals July 2009 - October 2010
St. Louis Cardinals July 2009 - October 2010
Trident United Way August 2008 - December 2008
Skills
Event Planning, Social Media, Event Management, Fundraising, Non-profits, Strategic Communications, Social Networking, Customer Service, Leadership, Volunteer Management, Community Outreach, Sponsorship, Marketing, Advertising, Facebook, Social Media Marketing, Marketing Strategy, Account Management, Strategic Planning, Sales, Nonprofits, Marketing Communications, Public Relations, Media Relations, Microsoft Office, Research, Public Speaking, Salesforce.com, Press Releases, Prospect Research, Direct Sales, Lead Generation, Philanthropy
Education
College of Charleston 2005 — 2009
B.A., Communications
Foxcroft School 2001 — 2005
9-12
Stitch-Able November 2013 - Present
WealthEngine January 2011 - November 2013
St. Louis Cardinals July 2009 - October 2010
St. Louis Cardinals July 2009 - October 2010
Trident United Way August 2008 - December 2008
Skills
Event Planning, Social Media, Event Management, Fundraising, Non-profits, Strategic Communications, Social Networking, Customer Service, Leadership, Volunteer Management, Community Outreach, Sponsorship, Marketing, Advertising, Facebook, Social Media Marketing, Marketing Strategy, Account Management, Strategic Planning, Sales, Nonprofits, Marketing Communications, Public Relations, Media Relations, Microsoft Office, Research, Public Speaking, Salesforce.com, Press Releases, Prospect Research, Direct Sales, Lead Generation, Philanthropy
Education
College of Charleston 2005 — 2009
B.A., Communications
Foxcroft School 2001 — 2005
9-12
Jay Frost's WealthEngine Experience August 2005 - April 2007
Job A leader in the discovery & exploration of major funding opportunities for nonprofits.
Industry Fund-Raising
Experience
Jerold Panas, Linzy & Partners November 2012 - Present
Professional Speakers on Philanthropy May 2009 - Present
Frost on Fundraising January 2009 - Present
FundraisingInfo.com March 2011 - November 2012
ContactReporter July 2008 - November 2010
FundraisingInfo.com May 2007 - July 2008
WealthEngine August 2005 - April 2007
Wealth ID December 2001 - July 2005
Thousand Cranes Tea September 1999 - May 2002
Thomson Financial May 2000 - November 2001
Skills
Fundraising, Public Speaking, Social Media, Prospect Research, Philanthropy, Non-profits, Entrepreneur, Start-ups, Social Media Marketing, Twitter, Facebook, New Business Development, Entrepreneurship, Community Outreach, Public Relations, Leadership, Newsletters, Grants, Marketing, Stewardship, Strategy, Strategic Partnerships, Editing, Research, Proposal Writing, Nonprofits, Training, Management, Board Development, Event Management, Product Management, Strategic Communications, Volunteer Management, Charities, Capital Campaign..., Planned Giving, Grant Writing, Program Development, Annual Giving, Non-profit..., Program Management, Board Relations, Capital Campaigns, Resource Development, Social Entrepreneurship, Non-profit Consulting, Alumni Relations, Foundations, Cause Marketing, Fundraisers
Education
University of Michigan 1980 — 1984
BGS, English, Communications and Theatrical Production
Interlochen Arts Academy 1977 — 1980
HSD, Creative Writing, Music
Jerold Panas, Linzy & Partners November 2012 - Present
Professional Speakers on Philanthropy May 2009 - Present
Frost on Fundraising January 2009 - Present
FundraisingInfo.com March 2011 - November 2012
ContactReporter July 2008 - November 2010
FundraisingInfo.com May 2007 - July 2008
WealthEngine August 2005 - April 2007
Wealth ID December 2001 - July 2005
Thousand Cranes Tea September 1999 - May 2002
Thomson Financial May 2000 - November 2001
Skills
Fundraising, Public Speaking, Social Media, Prospect Research, Philanthropy, Non-profits, Entrepreneur, Start-ups, Social Media Marketing, Twitter, Facebook, New Business Development, Entrepreneurship, Community Outreach, Public Relations, Leadership, Newsletters, Grants, Marketing, Stewardship, Strategy, Strategic Partnerships, Editing, Research, Proposal Writing, Nonprofits, Training, Management, Board Development, Event Management, Product Management, Strategic Communications, Volunteer Management, Charities, Capital Campaign..., Planned Giving, Grant Writing, Program Development, Annual Giving, Non-profit..., Program Management, Board Relations, Capital Campaigns, Resource Development, Social Entrepreneurship, Non-profit Consulting, Alumni Relations, Foundations, Cause Marketing, Fundraisers
Education
University of Michigan 1980 — 1984
BGS, English, Communications and Theatrical Production
Interlochen Arts Academy 1977 — 1980
HSD, Creative Writing, Music
Kathryn Wilderotter, bCRE Kathryn Wilderotter, bCRE's WealthEngine Experience September 2006 - July 2007
Job Jung Society of Washington
Industry Fund-Raising
Experience
For Love of Children August 2015 - Present
Jung Society of Washington February 2015 - Present
Business Executives for National Security February 2010 - December 2014
TCDI July 2007 - February 2010
Self-Employed November 2006 - December 2009
WealthEngine September 2006 - July 2007
Duke University, University Development July 2003 - September 2006
Duke University February 2001 - June 2003
Duke University January 2001 - February 2001
Business Executives for National Security February 1998 - December 2000
Skills
Prospect Research, Database Mining, Data Analysis, Research, Project Planning, Non-profits, Software Documentation, Program Management, Event Planning, Management, Analysis, Leadership, Fundraising, Nonprofits, Proposal Writing, Community Outreach, Data Mining, Public Speaking, Grant Writing, Project Management, Databases, Budgets, Program Development, Training, Public Policy, Volunteer Management, Event Management, Editing
Education
University of Maryland Baltimore
Master of Social Work (MSW), Social Work
Blackbaud 2013 — 2013
Certification, Raiser's Edge, Associate
University of Virginia 1992 — 1996
BA, American Government
Georgetown Visitation Preparatory School 1988 — 1992
High School, College Preparatory
For Love of Children August 2015 - Present
Jung Society of Washington February 2015 - Present
Business Executives for National Security February 2010 - December 2014
TCDI July 2007 - February 2010
Self-Employed November 2006 - December 2009
WealthEngine September 2006 - July 2007
Duke University, University Development July 2003 - September 2006
Duke University February 2001 - June 2003
Duke University January 2001 - February 2001
Business Executives for National Security February 1998 - December 2000
Skills
Prospect Research, Database Mining, Data Analysis, Research, Project Planning, Non-profits, Software Documentation, Program Management, Event Planning, Management, Analysis, Leadership, Fundraising, Nonprofits, Proposal Writing, Community Outreach, Data Mining, Public Speaking, Grant Writing, Project Management, Databases, Budgets, Program Development, Training, Public Policy, Volunteer Management, Event Management, Editing
Education
University of Maryland Baltimore
Master of Social Work (MSW), Social Work
Blackbaud 2013 — 2013
Certification, Raiser's Edge, Associate
University of Virginia 1992 — 1996
BA, American Government
Georgetown Visitation Preparatory School 1988 — 1992
High School, College Preparatory
Liza Elliott Liza Elliott's WealthEngine Experience 2009 - 2010
Job SVP at AlumniSnyc
Industry Information Services
Experience
AlumniSnyc SVPAlumniSync2014 - Present
AlumniFinder 2010 - 2012
WealthEngine 2009 - 2010
Columbo Inc 1988 - 1991
Skills
Salesforce.com, Account Management, Strategic Partnerships, Social Media, New Business Development, Strategic Planning, Program Management, Marketing, Marketing Strategy, Business Development
Education
St. Lawrence University 1982 — 1986
BA, Sociology and Art History
Stoneleigh Brunham
Stoneleigh Brunham
Stoneleigh Brunham
Stoneleigh Brunham
AlumniSnyc SVPAlumniSync2014 - Present
AlumniFinder 2010 - 2012
WealthEngine 2009 - 2010
Columbo Inc 1988 - 1991
Skills
Salesforce.com, Account Management, Strategic Partnerships, Social Media, New Business Development, Strategic Planning, Program Management, Marketing, Marketing Strategy, Business Development
Education
St. Lawrence University 1982 — 1986
BA, Sociology and Art History
Stoneleigh Brunham
Stoneleigh Brunham
Stoneleigh Brunham
Stoneleigh Brunham
Sharon Glicksman Bickford's WealthEngine Experience November 2014 - Present
Job Recruiting Manager at WealthEngine
Industry Staffing and Recruiting
Experience
WealthEngine November 2014 - Present
AABB November 2013 - October 2014
OperationsInc November 2013 - October 2014
Nova Healthcare Search 2005 - November 2013
City of Raleigh 1987 - 1994
City of Indianapolis 1986 - 1987
City of Glendale AZ 1984 - 1986
Education
Arizona State University
Masters of Public Administration
Arizona State University
Bachelor of Arts, English and Philosophy
WealthEngine November 2014 - Present
AABB November 2013 - October 2014
OperationsInc November 2013 - October 2014
Nova Healthcare Search 2005 - November 2013
City of Raleigh 1987 - 1994
City of Indianapolis 1986 - 1987
City of Glendale AZ 1984 - 1986
Education
Arizona State University
Masters of Public Administration
Arizona State University
Bachelor of Arts, English and Philosophy
Lili Mehta Lili Mehta's WealthEngine Experience October 2009 - December 2012
Job B2B Marketing & Product Executive
Industry Financial Services
Experience
ISS Institutional Shareholder Services 2003 - Present
WealthEngine October 2009 - December 2012
Digex 1999 - 2001
RTKL 1997 - 1999
Education
The George Washington University - School of Business 1996 — 1998
MBA, Marketing
Virginia Polytechnic Institute and State University 1990 — 1994
BS, Interior Design
ISS Institutional Shareholder Services 2003 - Present
WealthEngine October 2009 - December 2012
Digex 1999 - 2001
RTKL 1997 - 1999
Education
The George Washington University - School of Business 1996 — 1998
MBA, Marketing
Virginia Polytechnic Institute and State University 1990 — 1994
BS, Interior Design
Griff Harrison Griff Harrison's WealthEngine Experience January 2015 - Present
Job Enterprise Sales at WealthEngine
Industry Information Technology and Services
Experience
WealthEngine January 2015 - Present
VERISIGN February 2014 - January 2015
Avectra September 2011 - February 2014
Genesys (formerly Angel) September 2010 - May 2011
Digital Ignite August 2009 - August 2010
Avectra April 2003 - July 2009
Alliance Consulting March 2002 - April 2003
Yellowbrix 2000 - 2002
Skills
SaaS, CRM, Nonprofit Technology, Enterprise Technology..., Cloud Applications, Software Solution Sales, Social Media, Sales, Contract Negotiation, Cloud Computing, Management, Strategic Planning, Program Management, Sales Process, Lead Generation, Enterprise Software, Leadership, Integration, Sales Operations, Email Marketing, Team Leadership, Salesforce.com
Education
Lynchburg College 1986 — 1990
BA, Business Mgmt
WealthEngine January 2015 - Present
VERISIGN February 2014 - January 2015
Avectra September 2011 - February 2014
Genesys (formerly Angel) September 2010 - May 2011
Digital Ignite August 2009 - August 2010
Avectra April 2003 - July 2009
Alliance Consulting March 2002 - April 2003
Yellowbrix 2000 - 2002
Skills
SaaS, CRM, Nonprofit Technology, Enterprise Technology..., Cloud Applications, Software Solution Sales, Social Media, Sales, Contract Negotiation, Cloud Computing, Management, Strategic Planning, Program Management, Sales Process, Lead Generation, Enterprise Software, Leadership, Integration, Sales Operations, Email Marketing, Team Leadership, Salesforce.com
Education
Lynchburg College 1986 — 1990
BA, Business Mgmt
Jackie Graziano's WealthEngine Experience September 2013 - Present
Job Director of Marketing at WealthEngine
Industry Marketing and Advertising
Experience
WealthEngine September 2013 - Present
WealthEngine February 2012 - September 2013
American Express Publishing March 2010 - February 2012
MediaMax Network/Conde Nast January 2008 - January 2010
AARP Media November 2004 - January 2008
Thomson Media, Professional Services Group November 2003 - November 2004
Time Inc., Money Magazine July 2002 - October 2003
The Economist Group / CFO Magazine April 2000 - April 2002
Skills
Integrated Marketing, Marketing, Strategy, Advertising, Marketing Strategy, Analytics, B2B, Email Marketing, Marketing Communications, Management, Direct Marketing, Leadership, New Business Development, Sales, Market Research, Strategic Partnerships, Lead Generation, Sales Management, Creative Direction, Market Planning, Budgets, Salesforce.com, E-commerce, Program Management, CRM, Content Development, Public Relations, Analyst Relations, Thought Leadership, Affluent insights, Luxury Lifestyle, Social Media, Social Media Marketing, Digital Marketing
Education
Hofstra University
MBA, Marketing
State University of New York at Oswego 1988 — 1992
BS, Marketing
WealthEngine September 2013 - Present
WealthEngine February 2012 - September 2013
American Express Publishing March 2010 - February 2012
MediaMax Network/Conde Nast January 2008 - January 2010
AARP Media November 2004 - January 2008
Thomson Media, Professional Services Group November 2003 - November 2004
Time Inc., Money Magazine July 2002 - October 2003
The Economist Group / CFO Magazine April 2000 - April 2002
Skills
Integrated Marketing, Marketing, Strategy, Advertising, Marketing Strategy, Analytics, B2B, Email Marketing, Marketing Communications, Management, Direct Marketing, Leadership, New Business Development, Sales, Market Research, Strategic Partnerships, Lead Generation, Sales Management, Creative Direction, Market Planning, Budgets, Salesforce.com, E-commerce, Program Management, CRM, Content Development, Public Relations, Analyst Relations, Thought Leadership, Affluent insights, Luxury Lifestyle, Social Media, Social Media Marketing, Digital Marketing
Education
Hofstra University
MBA, Marketing
State University of New York at Oswego 1988 — 1992
BS, Marketing
Erin Schuessler Erin Schuessler's WealthEngine Experience 2006 - Present
Job Senior Customer Care Specialist at WealthEngine
Industry Information Technology and Services
Experience
WealthEngine 2006 - Present
Skills
Salesforce.com, Data Analysis, CRM, Analytics, Lead Generation, Leadership, Access, Database Administration, Training, Customer Service, Program Management, Event Planning, Management, Account Management, Analysis, Nonprofits, Fundraising, Public Speaking, Volunteer Management
Education
University of Iowa
Bachelor of Arts, Psychology with a Minor in Sociology
WealthEngine 2006 - Present
Skills
Salesforce.com, Data Analysis, CRM, Analytics, Lead Generation, Leadership, Access, Database Administration, Training, Customer Service, Program Management, Event Planning, Management, Account Management, Analysis, Nonprofits, Fundraising, Public Speaking, Volunteer Management
Education
University of Iowa
Bachelor of Arts, Psychology with a Minor in Sociology
Carl Ebert Carl Ebert's WealthEngine Experience April 2015 - July 2015
Job Government Market Intelligence Advisor
Industry Information Technology and Services
Experience
Deltek July 2015 - Present
WealthEngine April 2015 - July 2015
CoStar Group March 2011 - April 2015
Nova Pain and Rehab February 2010 - June 2011
LA Boxing Franchise Corporation November 2010 - February 2011
Skills
Sales, Cold Calling, Marketing, Customer Service, Social Networking, Account Management, CRM, Social Media, Salesforce.com, Training, Public Speaking, Time Management, Facebook, Social Media Marketing, Microsoft Office, Direct Sales, Sports, Enterprise Software, Event Planning, Microsoft Publisher, Event Management, Fundraising, PowerPoint, Outlook, SaaS, Sales Presentations, Lead Generation, Business Development, Solution Selling, Online Advertising, Marketing Communications, Deal Closure, B2B, Online Marketing, Market Analysis, GoToMeeting, Analytics, Sales Process, Sales Operations, SEO, Leadership
Education
Radford University 2006 — 2009
B.S. Exercise, Sport and Health Education, Sports Administration
Washington-Lee High
Deltek July 2015 - Present
WealthEngine April 2015 - July 2015
CoStar Group March 2011 - April 2015
Nova Pain and Rehab February 2010 - June 2011
LA Boxing Franchise Corporation November 2010 - February 2011
Skills
Sales, Cold Calling, Marketing, Customer Service, Social Networking, Account Management, CRM, Social Media, Salesforce.com, Training, Public Speaking, Time Management, Facebook, Social Media Marketing, Microsoft Office, Direct Sales, Sports, Enterprise Software, Event Planning, Microsoft Publisher, Event Management, Fundraising, PowerPoint, Outlook, SaaS, Sales Presentations, Lead Generation, Business Development, Solution Selling, Online Advertising, Marketing Communications, Deal Closure, B2B, Online Marketing, Market Analysis, GoToMeeting, Analytics, Sales Process, Sales Operations, SEO, Leadership
Education
Radford University 2006 — 2009
B.S. Exercise, Sport and Health Education, Sports Administration
Washington-Lee High
Gurmail Thagad Gurmail Thagad's WealthEngine Experience April 2012 - July 2013
Job Associate at Chase
Industry Financial Services
Experience
Chase September 2015 - Present
Association for Financial Professionals January 2015 - August 2015
Chase June 2014 - August 2014
WealthEngine April 2012 - July 2013
GM Ryan International October 2011 - January 2012
Korn/Ferry International November 2010 - October 2011
Wells Fargo Financial May 2009 - November 2010
Skills
Salesforce.com, Strategic Partnerships, Financial Modeling, Strategy, Business Development
Education
Georgetown University - The McDonough School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Maryland College Park 2005 — 2009
BS, Economics
Landon School 1995 — 2005
Chase September 2015 - Present
Association for Financial Professionals January 2015 - August 2015
Chase June 2014 - August 2014
WealthEngine April 2012 - July 2013
GM Ryan International October 2011 - January 2012
Korn/Ferry International November 2010 - October 2011
Wells Fargo Financial May 2009 - November 2010
Skills
Salesforce.com, Strategic Partnerships, Financial Modeling, Strategy, Business Development
Education
Georgetown University - The McDonough School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Maryland College Park 2005 — 2009
BS, Economics
Landon School 1995 — 2005
Erica Pelosi Erica Pelosi's WealthEngine Experience July 2013 - July 2014
Job Director of Marketing at GTxcel
Industry Marketing and Advertising
Experience
GTxcel August 2014 - Present
WealthEngine July 2013 - July 2014
PeopleMatter October 2011 - July 2013
Restaurant.com 2009 - 2011
Starbucks, Inc December 2008 - July 2009
Logo Nation October 2008 - December 2008
Stokes Mazda June 2008 - October 2008
Enterprise Rent-A-Car May 2006 - May 2008
Skills
Sales, Salesforce.com, Sales Management, Sales Operations, B2B, Cold Calling, Management, Social Networking, Customer Satisfaction, Strategic Planning, New Business Development, Customer Service, Advertising, Trade Shows, Marketing
Education
University of Colorado Colorado Springs 2006 — 2008
Bachelors, Marketing
GTxcel August 2014 - Present
WealthEngine July 2013 - July 2014
PeopleMatter October 2011 - July 2013
Restaurant.com 2009 - 2011
Starbucks, Inc December 2008 - July 2009
Logo Nation October 2008 - December 2008
Stokes Mazda June 2008 - October 2008
Enterprise Rent-A-Car May 2006 - May 2008
Skills
Sales, Salesforce.com, Sales Management, Sales Operations, B2B, Cold Calling, Management, Social Networking, Customer Satisfaction, Strategic Planning, New Business Development, Customer Service, Advertising, Trade Shows, Marketing
Education
University of Colorado Colorado Springs 2006 — 2008
Bachelors, Marketing
Michael Porterfield Michael Porterfield's WealthEngine Experience October 2007 - June 2010
Job Graphic Design Manager at NASA National Aeronautics and Space Administration
Industry Graphic Design
Experience
NASA - National Aeronautics and Space Administration January 2015 - Present
NASA July 2010 - January 2015
WealthEngine October 2007 - June 2010
IntraNexus May 2006 - September 2007
Benchmark Hospitality January 2004 - May 2006
ECPI College of Technology April 2002 - January 2004
Skills
Adobe Creative Suite, Graphic Design, Web Design, Photoshop, Photography, Graphics, Layout, InDesign, Corporate Identity, Mac, Adobe Acrobat, Illustrator, Video Editing, Dreamweaver, Marketing, Section 508, Accessibility, Multimedia, Project Management, Management
Education
George Mason University 1998 — 1999
B.A., English
Juniata College 1994 — 1996
Fauquier High School 1989 — 1992
Advanced Studies Diploma
NASA - National Aeronautics and Space Administration January 2015 - Present
NASA July 2010 - January 2015
WealthEngine October 2007 - June 2010
IntraNexus May 2006 - September 2007
Benchmark Hospitality January 2004 - May 2006
ECPI College of Technology April 2002 - January 2004
Skills
Adobe Creative Suite, Graphic Design, Web Design, Photoshop, Photography, Graphics, Layout, InDesign, Corporate Identity, Mac, Adobe Acrobat, Illustrator, Video Editing, Dreamweaver, Marketing, Section 508, Accessibility, Multimedia, Project Management, Management
Education
George Mason University 1998 — 1999
B.A., English
Juniata College 1994 — 1996
Fauquier High School 1989 — 1992
Advanced Studies Diploma
Nicholas Poltrack Nicholas Poltrack's WealthEngine Experience January 2014 - Present
Job Sales Director at WealthEngine
Industry Marketing and Advertising
Experience
WealthEngine January 2014 - Present
WealthEngine May 2013 - January 2014
The Mallett Group November 2010 - May 2013
Luxury Mortgage Corp. April 2007 - April 2008
Fremont Investment and Loan April 2004 - April 2007
Argent Mortgage March 2003 - April 2004
Education
Fordham University - Graduate School of Business Administration 2009 — 2010
MBA, Marketing
Stony Brook University 1997 — 2001
B.A., Multidisciplinary Arts
WealthEngine January 2014 - Present
WealthEngine May 2013 - January 2014
The Mallett Group November 2010 - May 2013
Luxury Mortgage Corp. April 2007 - April 2008
Fremont Investment and Loan April 2004 - April 2007
Argent Mortgage March 2003 - April 2004
Education
Fordham University - Graduate School of Business Administration 2009 — 2010
MBA, Marketing
Stony Brook University 1997 — 2001
B.A., Multidisciplinary Arts
Spencer Hoopes Spencer Hoopes's WealthEngine Experience September 1999 - Present
Job VP. Sales at WealthEngine
Industry Information Technology and Services
Experience
WealthEngine September 1999 - Present
Skills
Salesforce.com, Non-profits, Customer Service, Fundraising, Social Media Marketing, Leadership, Strategic Planning, Marketing, Marketing Strategy, Social Media, Marketing Communications, Team Building, Strategic Partnerships
Education
University of Maryland College Park 1974 — 1977
no, Music, History, English
WealthEngine September 1999 - Present
Skills
Salesforce.com, Non-profits, Customer Service, Fundraising, Social Media Marketing, Leadership, Strategic Planning, Marketing, Marketing Strategy, Social Media, Marketing Communications, Team Building, Strategic Partnerships
Education
University of Maryland College Park 1974 — 1977
no, Music, History, English
Tim Conley Tim Conley's WealthEngine Experience October 2012 - October 2013
Job Account Executive at Plurality Solutions
Industry Computer Software
Experience
Plurality Solutions August 2014 - Present
Metalogix Software November 2013 - July 2014
WealthEngine October 2012 - October 2013
WealthEngine June 2012 - October 2012
LivingSocial November 2011 - June 2012
Kings College Hospital May 2011 - June 2011
THE MCINTOSH COMPANY, INC January 2011 - June 2011
COLUMBIA COUNTRY CLUBSummer 2009 May 2009 - August 2009
HOLIDAY FENOGLIO FOWLER June 2008 - August 2008
Skills
Organized, Efficient, Motivated, Online Advertising, Facebook, Social Media, Salesforce.com, Social Media Marketing, Marketing, Social Networking, Press Releases, Marketing Strategy, PowerPoint
Education
Southern Methodist University 2006 — 2011
Bachelor of Arts, Communications Studies and Political Science
Georgetown Prep
Georgetown Prep
Georgetown Prep
Plurality Solutions August 2014 - Present
Metalogix Software November 2013 - July 2014
WealthEngine October 2012 - October 2013
WealthEngine June 2012 - October 2012
LivingSocial November 2011 - June 2012
Kings College Hospital May 2011 - June 2011
THE MCINTOSH COMPANY, INC January 2011 - June 2011
COLUMBIA COUNTRY CLUBSummer 2009 May 2009 - August 2009
HOLIDAY FENOGLIO FOWLER June 2008 - August 2008
Skills
Organized, Efficient, Motivated, Online Advertising, Facebook, Social Media, Salesforce.com, Social Media Marketing, Marketing, Social Networking, Press Releases, Marketing Strategy, PowerPoint
Education
Southern Methodist University 2006 — 2011
Bachelor of Arts, Communications Studies and Political Science
Georgetown Prep
Georgetown Prep
Georgetown Prep
Dennis McCormack's WealthEngine Experience July 2014 - Present
Job Senior Director Enterprise Solutions at WealthEngine
Industry Philanthropy
Experience
WealthEngine July 2014 - Present
Harris Connect October 2011 - May 2014
Pursuant, Inc. June 2010 - June 2011
McCormack Enterprise Solutions, LLC April 2007 - May 2010
Harris Connect, Inc (Formerly Harris Publishing) August 2001 - April 2007
Cyber Dialogue, Inc November 2000 - July 2001
Cogit, Inc January 2000 - November 2000
Harris Publishing Co; Inc January 1988 - January 2000
Boston College January 1987 - January 1988
Fordham Preparatory School February 1983 - December 1986
Skills
Leadership, Strategic Partnerships, Fundraising, Salesforce.com, Start-ups, Strategy, CRM, New Business Development, Business Development, Email Marketing, Strategic Planning, Marketing Strategy
Education
Boston College
BA, English and Communications
Fordham Prep
WealthEngine July 2014 - Present
Harris Connect October 2011 - May 2014
Pursuant, Inc. June 2010 - June 2011
McCormack Enterprise Solutions, LLC April 2007 - May 2010
Harris Connect, Inc (Formerly Harris Publishing) August 2001 - April 2007
Cyber Dialogue, Inc November 2000 - July 2001
Cogit, Inc January 2000 - November 2000
Harris Publishing Co; Inc January 1988 - January 2000
Boston College January 1987 - January 1988
Fordham Preparatory School February 1983 - December 1986
Skills
Leadership, Strategic Partnerships, Fundraising, Salesforce.com, Start-ups, Strategy, CRM, New Business Development, Business Development, Email Marketing, Strategic Planning, Marketing Strategy
Education
Boston College
BA, English and Communications
Fordham Prep
Beniam Haile Beniam Haile's WealthEngine Experience May 2002 - September 2010
Job Software Developer sub contracting for Northrop Grumman
Industry Information Technology and Services
Experience
Northrop Grumman Corporation November 2010 - Present
Distributed Information Technologies, Inc. October 2010 - November 2010
WealthEngine May 2002 - September 2010
Skills
Sencha EXT JS, Java, EJB, RESTful WebServices, Flex, Unix Shell Scripting, Unix, Software Development, Integration, Program Management, Solaris, JavaScript, PL/SQL, SQL, Agile Methodologies, Bash, Subversion, Web Development, JBoss Application Server, Cloud Computing
Education
University of Maryland College Park 2000 — 2005
Bachelor of Science (B.Sc.), Computer Engineering
Addis Ababa University 1993 — 1998
Bachelor of Science (B.S.), Mechanical Engineering
Northrop Grumman Corporation November 2010 - Present
Distributed Information Technologies, Inc. October 2010 - November 2010
WealthEngine May 2002 - September 2010
Skills
Sencha EXT JS, Java, EJB, RESTful WebServices, Flex, Unix Shell Scripting, Unix, Software Development, Integration, Program Management, Solaris, JavaScript, PL/SQL, SQL, Agile Methodologies, Bash, Subversion, Web Development, JBoss Application Server, Cloud Computing
Education
University of Maryland College Park 2000 — 2005
Bachelor of Science (B.Sc.), Computer Engineering
Addis Ababa University 1993 — 1998
Bachelor of Science (B.S.), Mechanical Engineering
Beverly Firme Beverly Firme's WealthEngine Experience December 2010 - August 2015
Job Retired for now
Industry Fund-Raising
Experience
WealthEngine December 2010 - August 2015
AOL Bethesda Patch 2010 - 2011
Odell, Simms and Lynch August 2005 - October 2010
Harris Interactive January 2000 - February 2003
Yankelovich Partners October 1995 - January 2000
Leo Burnett October 1987 - October 1990
Skills
Advertising Research
Education
The University of Chicago 1979 — 1989
MA, Human Development and Family Studies
Connecticut College 1974 — 1977
Bachelor of Arts, Child Development and Anthropology
Pascack Hills Highschool 1969 — 1973
Bachelor of Arts, Child Development and Anthropology
WealthEngine December 2010 - August 2015
AOL Bethesda Patch 2010 - 2011
Odell, Simms and Lynch August 2005 - October 2010
Harris Interactive January 2000 - February 2003
Yankelovich Partners October 1995 - January 2000
Leo Burnett October 1987 - October 1990
Skills
Advertising Research
Education
The University of Chicago 1979 — 1989
MA, Human Development and Family Studies
Connecticut College 1974 — 1977
Bachelor of Arts, Child Development and Anthropology
Pascack Hills Highschool 1969 — 1973
Bachelor of Arts, Child Development and Anthropology
Amanda Lesesne Amanda Lesesne's WealthEngine Experience May 2008 - August 2012
Job Sales Director at Doctor On Demand
Industry Computer Software
Experience
Doctor On Demand February 2015 - Present
Castlight Health August 2012 - February 2015
WealthEngine May 2008 - August 2012
JSJ Pharmaceuticals September 2007 - April 2008
Skills
CRM, Salesforce.com, Sales, Lead Generation, Prospect Research, Direct Marketing, Fundraising, Marketing Strategy, SaaS, Sales Process, Account Management, Program Management, Leadership, Analytics, Non-profits, Event Planning, Cold Calling, Direct Sales, Strategic Partnerships, Business Development, Marketing, Nonprofits, Data Mining, Solution Selling, New Business Development, Sales Presentations, Strategy, Public Speaking, Enterprise Software, Sales Operations, Selling, Product Marketing, B2B, Qualifying Prospects, Start-ups, Entrepreneurship, Annual Giving, Strategic Planning, Social Media, Management, Social Media Marketing, Event Management, Cloud Computing, Marketing Communications, Market Research, Competitive Analysis, Product Management, Wealth Intelligence
Education
College of Charleston 2004 — 2008
Bachelor of Science (B.S.), International Business, Minor in Spanish
Doctor On Demand February 2015 - Present
Castlight Health August 2012 - February 2015
WealthEngine May 2008 - August 2012
JSJ Pharmaceuticals September 2007 - April 2008
Skills
CRM, Salesforce.com, Sales, Lead Generation, Prospect Research, Direct Marketing, Fundraising, Marketing Strategy, SaaS, Sales Process, Account Management, Program Management, Leadership, Analytics, Non-profits, Event Planning, Cold Calling, Direct Sales, Strategic Partnerships, Business Development, Marketing, Nonprofits, Data Mining, Solution Selling, New Business Development, Sales Presentations, Strategy, Public Speaking, Enterprise Software, Sales Operations, Selling, Product Marketing, B2B, Qualifying Prospects, Start-ups, Entrepreneurship, Annual Giving, Strategic Planning, Social Media, Management, Social Media Marketing, Event Management, Cloud Computing, Marketing Communications, Market Research, Competitive Analysis, Product Management, Wealth Intelligence
Education
College of Charleston 2004 — 2008
Bachelor of Science (B.S.), International Business, Minor in Spanish
Dustin Kiernan Dustin Kiernan's WealthEngine Experience May 2015 - Present
Job Senior Enterprise Sales Executive, (Large Constituent Organizations team) at WealthEngine
Industry Computer Software
Experience
WealthEngine May 2015 - Present
Cision January 2012 - February 2015
Vocus June 2005 - January 2012
Four Palms January 1998 - August 2000
Best Software January 1996 - January 1998
Skills
Marketing, Time Management, Salesforce.com, Sales, New Business Development, Public Relations, Account Management, Coaching, Lead Generation, Direct Sales, Strategy, Budgets, Leadership, Sales Operations, Solution Selling, SaaS, Business Development, Cold Calling, Sales Process, Enterprise Software, Social Media Marketing, Marketing Strategy, Customer Service, Management, Selling, Cloud Computing, Consulting, CRM, Email Marketing, B2B, Online Marketing, Strategic Partnerships, Sales Presentations, Sales Management, Social Media, Marketing Communications, Social Networking, Relationship Building
Education
Florida Atlantic University
WealthEngine May 2015 - Present
Cision January 2012 - February 2015
Vocus June 2005 - January 2012
Four Palms January 1998 - August 2000
Best Software January 1996 - January 1998
Skills
Marketing, Time Management, Salesforce.com, Sales, New Business Development, Public Relations, Account Management, Coaching, Lead Generation, Direct Sales, Strategy, Budgets, Leadership, Sales Operations, Solution Selling, SaaS, Business Development, Cold Calling, Sales Process, Enterprise Software, Social Media Marketing, Marketing Strategy, Customer Service, Management, Selling, Cloud Computing, Consulting, CRM, Email Marketing, B2B, Online Marketing, Strategic Partnerships, Sales Presentations, Sales Management, Social Media, Marketing Communications, Social Networking, Relationship Building
Education
Florida Atlantic University
Meagan Morrison's WealthEngine Experience June 2012 - Present
Job Senior Consultant at WealthEngine
Industry Nonprofit Organization Management
Experience
WealthEngine June 2012 - Present
AIDS Action Committee August 2011 - June 2012
Beth Israel Deaconess Medical Center November 2008 - August 2011
The Albert Schweitzer Fellowship August 2007 - November 2008
Council for Responsible Genetics November 2006 - August 2007
Project Vote Smart May 2006 - November 2006
Brian Murphy for Cambridge City Council September 2005 - November 2005
Harvard School of Public Health February 2005 - May 2005
Grassroots Campaigns March 2004 - August 2004
Education
Emmanuel College 2002 — 2007
BA, Political Science
WealthEngine June 2012 - Present
AIDS Action Committee August 2011 - June 2012
Beth Israel Deaconess Medical Center November 2008 - August 2011
The Albert Schweitzer Fellowship August 2007 - November 2008
Council for Responsible Genetics November 2006 - August 2007
Project Vote Smart May 2006 - November 2006
Brian Murphy for Cambridge City Council September 2005 - November 2005
Harvard School of Public Health February 2005 - May 2005
Grassroots Campaigns March 2004 - August 2004
Education
Emmanuel College 2002 — 2007
BA, Political Science
Jon Berry's WealthEngine Experience February 2015 - June 2015
Job UX Designer with experience in medical design, data visualization, mobile UX and Project Management.
Industry Graphic Design
Experience
Amida Technology Solutions June 2015 - Present
WealthEngine February 2015 - June 2015
Telcare October 2013 - March 2015
Nexon January 2010 - February 2015
Telcare September 2013 - August 2014
Freelance/Contract Graphic Design March 2009 - October 2013
Notting Hill Gardens January 2013 - September 2013
Quantifize January 2013 - August 2013
Christopher's Wine and Cheese April 2010 - December 2012
YMCA May 2007 - August 2012
Skills
Graphic Design, Event Management, HTML, Adobe Creative Suite, CSS, WordPress, Inventory Management, Typography, Advertising, Team Management, SEO, iOS development, Android Development, Web Design, Social Media, jQuery, Layout, Illustrator, JavaScript, Liferay, User Interface Design, User Experience Design, InDesign, Photoshop
Education
Stanford University 2012 — 2014
Coding Together: iOS Development
Appalachian State University 2008 — 2012
BFA, Graphic Design
Amida Technology Solutions June 2015 - Present
WealthEngine February 2015 - June 2015
Telcare October 2013 - March 2015
Nexon January 2010 - February 2015
Telcare September 2013 - August 2014
Freelance/Contract Graphic Design March 2009 - October 2013
Notting Hill Gardens January 2013 - September 2013
Quantifize January 2013 - August 2013
Christopher's Wine and Cheese April 2010 - December 2012
YMCA May 2007 - August 2012
Skills
Graphic Design, Event Management, HTML, Adobe Creative Suite, CSS, WordPress, Inventory Management, Typography, Advertising, Team Management, SEO, iOS development, Android Development, Web Design, Social Media, jQuery, Layout, Illustrator, JavaScript, Liferay, User Interface Design, User Experience Design, InDesign, Photoshop
Education
Stanford University 2012 — 2014
Coding Together: iOS Development
Appalachian State University 2008 — 2012
BFA, Graphic Design
Tony Glowacki Tony Glowacki's WealthEngine Experience March 1999 - April 2015
Job Technology Executive
Industry Information Services
Experience
Gusto POS October 2014 - Present
WealthEngine March 1999 - April 2015
GFC, Inc February 1997 - May 1999
Manugistics August 1992 - November 1997
Skills
Fundraising, Philanthropy, Strategic Planning, Salesforce.com, Non-profits, Analytics, Business Development, Data Analysis, Entrepreneurship, Event Management, Lead Generation, Leadership, Management, Marketing, Marketing Communications, Marketing Strategy, New Business Development, Nonprofits, Program Management, Public Relations, Public Speaking, SaaS, Social Media, Social Media Marketing, Social Networking, Start-ups, Strategic Partnerships, Strategy
Education
University of Iowa 1979 — 1984
Gusto POS October 2014 - Present
WealthEngine March 1999 - April 2015
GFC, Inc February 1997 - May 1999
Manugistics August 1992 - November 1997
Skills
Fundraising, Philanthropy, Strategic Planning, Salesforce.com, Non-profits, Analytics, Business Development, Data Analysis, Entrepreneurship, Event Management, Lead Generation, Leadership, Management, Marketing, Marketing Communications, Marketing Strategy, New Business Development, Nonprofits, Program Management, Public Relations, Public Speaking, SaaS, Social Media, Social Media Marketing, Social Networking, Start-ups, Strategic Partnerships, Strategy
Education
University of Iowa 1979 — 1984
Stefan Roeser Stefan Roeser's WealthEngine Experience August 2014 - Present
Job Senior Director, Demand Generation at WealthEngine
Industry Information Technology and Services
Experience
WealthEngine August 2014 - Present
Fidelity Investments September 2012 - March 2014
Centrifuge Systems June 2012 - August 2012
Harris Corporation July 2011 - March 2012
The Devereux Group January 1997 - July 2011
Keane, Inc. June 1996 - December 1996
Scudder, Stevens & Clark, Inc. August 1990 - August 1994
Skills
Demand Generation, Lead Nurturing, Lead Management, Email Marketing, Marketing Automation, CRM, LeadMaker, Act-On, Cloud Computing, IaaS, Enterprise Software, Marketing Strategy, Online Marketing, Digital Marketing, Search Engine Marketing, Channel Marketing, Database Marketing, Messaging and..., Awareness Building, Brand Building, Event Traffic Building, Webcasts/Webinars, Direct Mail, Tradeshows, Advertising, SEM/SEO, Web 2.0, Direct Marketing, Content Marketing, Go-to-market Strategy, Customer Acquisition
Education
Babson College - Franklin W. Olin Graduate School of Business 1994 — 1996
MBA, Marketing and Entrepreneurship
Williams College 1986 — 1990
BA, German Studies
WealthEngine August 2014 - Present
Fidelity Investments September 2012 - March 2014
Centrifuge Systems June 2012 - August 2012
Harris Corporation July 2011 - March 2012
The Devereux Group January 1997 - July 2011
Keane, Inc. June 1996 - December 1996
Scudder, Stevens & Clark, Inc. August 1990 - August 1994
Skills
Demand Generation, Lead Nurturing, Lead Management, Email Marketing, Marketing Automation, CRM, LeadMaker, Act-On, Cloud Computing, IaaS, Enterprise Software, Marketing Strategy, Online Marketing, Digital Marketing, Search Engine Marketing, Channel Marketing, Database Marketing, Messaging and..., Awareness Building, Brand Building, Event Traffic Building, Webcasts/Webinars, Direct Mail, Tradeshows, Advertising, SEM/SEO, Web 2.0, Direct Marketing, Content Marketing, Go-to-market Strategy, Customer Acquisition
Education
Babson College - Franklin W. Olin Graduate School of Business 1994 — 1996
MBA, Marketing and Entrepreneurship
Williams College 1986 — 1990
BA, German Studies
Agata Jose-Ivanina's WealthEngine Experience August 2015 - Present
Job Data Scientist at WealthEngine
Industry Management Consulting
Experience
WealthEngine August 2015 - Present
Skills
Econometrics, Economics, Research Design, Statistics, Data Analysis, Predictive Modeling, Qualitative Research, Program Evaluation, Analysis, SPSS, SAS programming, VBA, Program evaluation of..., Hierarchical linear..., Cost-effectiveness..., SAS, Survey Design, Research, Data Management, Cost Effective, Survey Research, Data Collection, Databases, Proposal Writing, Quantitative Research, Analytics
Education
University of Maryland College Park 2003 — 2006
M.A., Economics
Bryn Mawr College 1997 — 2001
BA, Computer Science, Mathematics, Magna cum laude
RCNUWC
WealthEngine August 2015 - Present
Skills
Econometrics, Economics, Research Design, Statistics, Data Analysis, Predictive Modeling, Qualitative Research, Program Evaluation, Analysis, SPSS, SAS programming, VBA, Program evaluation of..., Hierarchical linear..., Cost-effectiveness..., SAS, Survey Design, Research, Data Management, Cost Effective, Survey Research, Data Collection, Databases, Proposal Writing, Quantitative Research, Analytics
Education
University of Maryland College Park 2003 — 2006
M.A., Economics
Bryn Mawr College 1997 — 2001
BA, Computer Science, Mathematics, Magna cum laude
RCNUWC
Amy C Reed's WealthEngine Experience February 2007 - June 2011
Job
Industry Information Technology and Services
Experience
CauseCloud June 2011 - Present
Fonteva, Inc. June 2011 - Present
WealthEngine February 2007 - June 2011
WealthEngine February 2006 - February 2007
New England Development Research Association 2005 - 2007
Housing Assistance Corporation - Cape Cod 2005 - 2007
Chase Solutions June 2003 - February 2006
Hyannis Youth & Community Center Foundation October 2003 - January 2006
World Teach 2002 - 2003
Housing Assistance Corporation (HAC) - Cape Cod 2001 - 2002
Skills
Salesforce Training, Salesforce Administrator, Salesforce.com, Force.com, Fundraising, Non-profits, Product Management, Analytics, Business Analysis, Data Analysis, Research, Cloud Computing, Project Management, CRM, Nonprofits, SaaS, Strategic Planning, Analysis, Philanthropy, Leadership, Program Management
Education
Georgetown University 2009 — 2010
Certificate, Business Administration
Pepperdine University 1996 — 2000
B.A, Communication; Intercultural Communication; Youth & Human Service Administration
CauseCloud June 2011 - Present
Fonteva, Inc. June 2011 - Present
WealthEngine February 2007 - June 2011
WealthEngine February 2006 - February 2007
New England Development Research Association 2005 - 2007
Housing Assistance Corporation - Cape Cod 2005 - 2007
Chase Solutions June 2003 - February 2006
Hyannis Youth & Community Center Foundation October 2003 - January 2006
World Teach 2002 - 2003
Housing Assistance Corporation (HAC) - Cape Cod 2001 - 2002
Skills
Salesforce Training, Salesforce Administrator, Salesforce.com, Force.com, Fundraising, Non-profits, Product Management, Analytics, Business Analysis, Data Analysis, Research, Cloud Computing, Project Management, CRM, Nonprofits, SaaS, Strategic Planning, Analysis, Philanthropy, Leadership, Program Management
Education
Georgetown University 2009 — 2010
Certificate, Business Administration
Pepperdine University 1996 — 2000
B.A, Communication; Intercultural Communication; Youth & Human Service Administration
Kimberly Chabot's WealthEngine Experience October 2011 - July 2013
Job Relationship and Client Service Executive at SevenFifty Technologies, Inc.
Industry Wine and Spirits
Experience
SevenFifty Technologies, Inc. July 2013 - Present
WealthEngine October 2011 - July 2013
Grenzebach Glier & Associates September 2004 - November 2010
The Sage Colleges July 2006 - February 2007
Omega Institute for Holistic Studies 2000 - 2003
American Craft Council 1998 - 2000
Not Fade Away Graphics, Inc. 1993 - 1998
Skills
Prospect Research, Donor Relations, Data Analysis, Database Management, Non-profit Consulting, Philanthropy, Non-profits, Fundraising, Annual Giving, Volunteer Management, Program Development, Community Outreach, Database Admin, Grant Writing, Higher Education, Board Development, Grants, Non-profit..., Nonprofits, Proposal Writing, Event Planning, Management, Event Management, Training, Public Speaking, Analytics, Stewardship, Marketing, Research, Leadership, Market Research, Program Management, CRM, Salesforce.com
Education
State University of New York College at Cortland 1983 — 1987
BA, Psychology, French
SevenFifty Technologies, Inc. July 2013 - Present
WealthEngine October 2011 - July 2013
Grenzebach Glier & Associates September 2004 - November 2010
The Sage Colleges July 2006 - February 2007
Omega Institute for Holistic Studies 2000 - 2003
American Craft Council 1998 - 2000
Not Fade Away Graphics, Inc. 1993 - 1998
Skills
Prospect Research, Donor Relations, Data Analysis, Database Management, Non-profit Consulting, Philanthropy, Non-profits, Fundraising, Annual Giving, Volunteer Management, Program Development, Community Outreach, Database Admin, Grant Writing, Higher Education, Board Development, Grants, Non-profit..., Nonprofits, Proposal Writing, Event Planning, Management, Event Management, Training, Public Speaking, Analytics, Stewardship, Marketing, Research, Leadership, Market Research, Program Management, CRM, Salesforce.com
Education
State University of New York College at Cortland 1983 — 1987
BA, Psychology, French
Maurice Foley's WealthEngine Experience January 2010 - March 2012
Job Client Support Specialist at ICMARC
Industry Financial Services
Experience
ICMA-RC April 2012 - Present
WealthEngine January 2010 - March 2012
Kammett, LLC May 2008 - January 2010
Cisco 2005 - 2007
LexisNexis 2000 - 2006
Skills
Salesforce.com, Account Management, Sales, Customer Service, Marketing, Troubleshooting, Fundraising, CRM, Cold Calling, Training, Management, Marketing Strategy, Sales Operations, Analysis, Lead Generation, Strategy, Strategic Planning
Education
American Public University System 2010 — 2013
Master of Arts (M.A.), Management
Alabama Agricultural and Mechanical University 1993 — 1998
Bachelor of Arts (B.A.), Telecommunications Management
ICMA-RC April 2012 - Present
WealthEngine January 2010 - March 2012
Kammett, LLC May 2008 - January 2010
Cisco 2005 - 2007
LexisNexis 2000 - 2006
Skills
Salesforce.com, Account Management, Sales, Customer Service, Marketing, Troubleshooting, Fundraising, CRM, Cold Calling, Training, Management, Marketing Strategy, Sales Operations, Analysis, Lead Generation, Strategy, Strategic Planning
Education
American Public University System 2010 — 2013
Master of Arts (M.A.), Management
Alabama Agricultural and Mechanical University 1993 — 1998
Bachelor of Arts (B.A.), Telecommunications Management
David Manuel's WealthEngine Experience 2007 - 2009
Job Partner
Industry Nonprofit Organization Management
Experience
AlumniSync March 2012 - Present
AlumniFinder November 2009 - March 2012
WealthEngine 2007 - 2009
Blackbaud 2005 - 2007
Skills
Fundraising, Salesforce.com, Strategic Planning, Email Marketing, Start-ups, Strategic Partnerships, Social Media, Marketing Strategy, Marketing Communications, Philanthropy, Strategy, New Business Development, Lead Generation, Business Development, Leadership, Marketing, Direct Marketing, Nonprofits, Account Management, Analytics, Market Research, Public Speaking, Program Management, CRM, Entrepreneurship, Integrated Marketing, SaaS, Management
Education
Wabash College 1983 — 1987
AB, Economics
Purdue University - Krannert School of Management
AlumniSync March 2012 - Present
AlumniFinder November 2009 - March 2012
WealthEngine 2007 - 2009
Blackbaud 2005 - 2007
Skills
Fundraising, Salesforce.com, Strategic Planning, Email Marketing, Start-ups, Strategic Partnerships, Social Media, Marketing Strategy, Marketing Communications, Philanthropy, Strategy, New Business Development, Lead Generation, Business Development, Leadership, Marketing, Direct Marketing, Nonprofits, Account Management, Analytics, Market Research, Public Speaking, Program Management, CRM, Entrepreneurship, Integrated Marketing, SaaS, Management
Education
Wabash College 1983 — 1987
AB, Economics
Purdue University - Krannert School of Management
Toby Brauer's WealthEngine Experience April 2014 - October 2014
Job Sales Consultant at Finalsite
Industry Computer Software
Experience
Finalsite October 2014 - Present
WealthEngine April 2014 - October 2014
eGroup, Inc. Technology Solutions for Serious Competitors. July 2013 - March 2014
Serenic Software January 2013 - July 2013
Blackbaud Inc. July 2003 - January 2013
OSF HealthPlans December 1998 - May 2003
Skills
Non-profits, Fundraising, Product Management, Business Development, Contract Negotiation, Selling Skills, Negotiation, Direct Marketing, CRM, Market Planning, Sales Presentations, Customer Service, Channel, Enterprise Software, Sales, Account Management, Outside Sales, Major Account..., Analytics, Channel Partners, Nonprofits, Management, Business Intelligence, Software Implementation, E-commerce, Strategic Partnerships, Start-ups, Strategy, Software Industry, Hands-on Training, Recruiting, Integration, Consulting
Education
Illinois State University 1995 — 2003
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Illinois Central College 1993 — 1995
Bachelor of Arts (B.A.), Business Administration
Woodruff High School 1989 — 1993
College Prep
Finalsite October 2014 - Present
WealthEngine April 2014 - October 2014
eGroup, Inc. Technology Solutions for Serious Competitors. July 2013 - March 2014
Serenic Software January 2013 - July 2013
Blackbaud Inc. July 2003 - January 2013
OSF HealthPlans December 1998 - May 2003
Skills
Non-profits, Fundraising, Product Management, Business Development, Contract Negotiation, Selling Skills, Negotiation, Direct Marketing, CRM, Market Planning, Sales Presentations, Customer Service, Channel, Enterprise Software, Sales, Account Management, Outside Sales, Major Account..., Analytics, Channel Partners, Nonprofits, Management, Business Intelligence, Software Implementation, E-commerce, Strategic Partnerships, Start-ups, Strategy, Software Industry, Hands-on Training, Recruiting, Integration, Consulting
Education
Illinois State University 1995 — 2003
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Illinois Central College 1993 — 1995
Bachelor of Arts (B.A.), Business Administration
Woodruff High School 1989 — 1993
College Prep
Adam Tiberian's WealthEngine Experience July 2014 - Present
Job Sales Account Executive
Industry Marketing and Advertising
Experience
WealthEngine July 2014 - Present
CareerBuilder.com January 2014 - June 2014
Curtis 1000 February 2007 - December 2013
Curtis 1000 September 2004 - February 2007
Skills
Print Management, Offset Printing, Digital Printing, Direct Mail, Account Management, Cold Calling, B2B, Direct Marketing, Sales Management, Trade Shows, Multi-channel Marketing, New Business Development, Sales Process, Sales Presentations, Direct Sales, Solution Selling, Variable Data Printing, Lead Generation, Strategic Planning, Selling, Marketing, Salesforce.com, Email Marketing, Marketing Strategy, Sales, Sales Operations, SEO, Strategy, Key Account Management
Education
University of Florida 1992 — 1996
WealthEngine July 2014 - Present
CareerBuilder.com January 2014 - June 2014
Curtis 1000 February 2007 - December 2013
Curtis 1000 September 2004 - February 2007
Skills
Print Management, Offset Printing, Digital Printing, Direct Mail, Account Management, Cold Calling, B2B, Direct Marketing, Sales Management, Trade Shows, Multi-channel Marketing, New Business Development, Sales Process, Sales Presentations, Direct Sales, Solution Selling, Variable Data Printing, Lead Generation, Strategic Planning, Selling, Marketing, Salesforce.com, Email Marketing, Marketing Strategy, Sales, Sales Operations, SEO, Strategy, Key Account Management
Education
University of Florida 1992 — 1996
Val Delaney's WealthEngine Experience January 2014 - Present
Job WealthEngine Sales Executive
Industry Information Technology and Services
Experience
WealthEngine January 2014 - Present
Cheryl & Co. July 2013 - January 2014
Dream Dinners March 2008 - February 2013
Dream Dinners March 2008 - December 2010
Dream Dinners December 2004 - November 2007
National City Bank - NatCity Investments November 1996 - December 2004
Bank One - BancOne Securities Corp. June 1993 - November 1996
Ryland Homes 1989 - 1991
Skills
Marketing, Team Building, Strategic Planning, Retail, Marketing Strategy, Start-ups, Product Management, Public Speaking, Event Management, Fundraising, Small Business, Sales, CRM, Recruiting, Coaching, Email Marketing, Customer Service, Business Development, Process Improvement, Account Management, Sales Management, Forecasting, New Business Development, Leadership, Customer Satisfaction, Public Relations, Competitive Analysis, Inventory Management, Business Strategy, Social Media, Event Planning, Marketing Communications, Cross-functional Team..., Online Advertising, Market Planning, Leadership Development, Training, Business Planning, Product Development, Social Networking, Advertising, Entrepreneurship, E-commerce, Product Marketing, Management, Team Leadership, Social Media Marketing, Budgets, Operations Management, Merchandising
Education
Franklin University
Robinson Secondary School
WealthEngine January 2014 - Present
Cheryl & Co. July 2013 - January 2014
Dream Dinners March 2008 - February 2013
Dream Dinners March 2008 - December 2010
Dream Dinners December 2004 - November 2007
National City Bank - NatCity Investments November 1996 - December 2004
Bank One - BancOne Securities Corp. June 1993 - November 1996
Ryland Homes 1989 - 1991
Skills
Marketing, Team Building, Strategic Planning, Retail, Marketing Strategy, Start-ups, Product Management, Public Speaking, Event Management, Fundraising, Small Business, Sales, CRM, Recruiting, Coaching, Email Marketing, Customer Service, Business Development, Process Improvement, Account Management, Sales Management, Forecasting, New Business Development, Leadership, Customer Satisfaction, Public Relations, Competitive Analysis, Inventory Management, Business Strategy, Social Media, Event Planning, Marketing Communications, Cross-functional Team..., Online Advertising, Market Planning, Leadership Development, Training, Business Planning, Product Development, Social Networking, Advertising, Entrepreneurship, E-commerce, Product Marketing, Management, Team Leadership, Social Media Marketing, Budgets, Operations Management, Merchandising
Education
Franklin University
Robinson Secondary School
Katerina Lauer's WealthEngine Experience January 2008 - Present
Job Senior Sales Account Executive WealthEngine
Industry Consumer Services
Experience
WealthEngine January 2008 - Present
Irons Oaks Environmental Learning Center March 2005 - November 2007
FasTracKids February 2005 - August 2007
All About Kids March 2003 - December 2004
Madcap Puppets 2001 - 2002
Phoenix Theatre for Children 1998 - 1999
Skills
Non-profits, Team Building, Salesforce.com, Fundraising, Prospect Research, Sales, Account Management, Lead Generation, Qualifying Prospects, New Business Development, Marketing Communications, Strategic Planning, CRM, Nonprofits, Event Planning, Strategic Partnerships, Analytics, Social Media, Research, Leadership, Business Development, Philanthropy, Cold Calling, Public Speaking, Social Media Marketing, Marketing, Program Management, SaaS, Sales Process, Direct Sales, Public Relations, Event Management, Marketing Strategy, Sales Presentations
Education
University of Dayton 1993 — 1997
Communication Management
WealthEngine January 2008 - Present
Irons Oaks Environmental Learning Center March 2005 - November 2007
FasTracKids February 2005 - August 2007
All About Kids March 2003 - December 2004
Madcap Puppets 2001 - 2002
Phoenix Theatre for Children 1998 - 1999
Skills
Non-profits, Team Building, Salesforce.com, Fundraising, Prospect Research, Sales, Account Management, Lead Generation, Qualifying Prospects, New Business Development, Marketing Communications, Strategic Planning, CRM, Nonprofits, Event Planning, Strategic Partnerships, Analytics, Social Media, Research, Leadership, Business Development, Philanthropy, Cold Calling, Public Speaking, Social Media Marketing, Marketing, Program Management, SaaS, Sales Process, Direct Sales, Public Relations, Event Management, Marketing Strategy, Sales Presentations
Education
University of Dayton 1993 — 1997
Communication Management
Bill Tedesco's WealthEngine Experience 2000 - 2007
Job CEO DonorSearch.net
Industry Internet
Experience
APRA - Maryland 2009 - Present
DonorSearch.net July 2007 - Present
ContactReporter January 2008 - January 2010
WealthEngine 2000 - 2007
Target America 1996 - 2000
University of Maryland - UMAB School of Medicine 1995 - 1996
Fund for Educational Excellence 1989 - 1993
NCR Corporation April 1983 - April 1990
Skills
Prospect Research, Non-profits, Charities, Philanthropy, Entrepreneurship, Fundraising, Public Speaking, Grant Writing, Donor Research, Research, Nonprofits, Event Management, Board Development, Stewardship, Volunteer Management, Strategy, Strategic Partnerships, New Business Development, Data Analysis, Database Administration, Data Modeling, Data Mining, Business Strategy
Education
Penn State University 1979 — 1981
MPA, Public Administration
Penn State University 1971 — 1976
BS, Landscape Architecture
APRA - Maryland 2009 - Present
DonorSearch.net July 2007 - Present
ContactReporter January 2008 - January 2010
WealthEngine 2000 - 2007
Target America 1996 - 2000
University of Maryland - UMAB School of Medicine 1995 - 1996
Fund for Educational Excellence 1989 - 1993
NCR Corporation April 1983 - April 1990
Skills
Prospect Research, Non-profits, Charities, Philanthropy, Entrepreneurship, Fundraising, Public Speaking, Grant Writing, Donor Research, Research, Nonprofits, Event Management, Board Development, Stewardship, Volunteer Management, Strategy, Strategic Partnerships, New Business Development, Data Analysis, Database Administration, Data Modeling, Data Mining, Business Strategy
Education
Penn State University 1979 — 1981
MPA, Public Administration
Penn State University 1971 — 1976
BS, Landscape Architecture
Vijay Bhasker Naikoti's WealthEngine Experience February 2012 - Present
Job Sr PL/SQL Developer at WealthEngine
Industry Computer Software
Experience
WealthEngine February 2012 - Present
Openet April 2011 - March 2012
Yodlee December 2009 - April 2011
Fannie Mae November 2007 - November 2009
Liberty Mutual Insurance November 2006 - October 2007
Fannie Mae December 2005 - October 2006
Pitney Bowes July 2005 - November 2005
Skills
Oracle SQL, Oracle PL/SQL, ERWIN, Oracle, PL/SQL, SQL, Performance Tuning, Data Warehousing, Software Project..., SQL Tuning
Education
Högskolan Dalarna 2002 — 2003
MS, Intelligent Systems
Gulbarga University 1996 — 2000
Bachelor of Engineering, Computer Science Engg
WealthEngine February 2012 - Present
Openet April 2011 - March 2012
Yodlee December 2009 - April 2011
Fannie Mae November 2007 - November 2009
Liberty Mutual Insurance November 2006 - October 2007
Fannie Mae December 2005 - October 2006
Pitney Bowes July 2005 - November 2005
Skills
Oracle SQL, Oracle PL/SQL, ERWIN, Oracle, PL/SQL, SQL, Performance Tuning, Data Warehousing, Software Project..., SQL Tuning
Education
Högskolan Dalarna 2002 — 2003
MS, Intelligent Systems
Gulbarga University 1996 — 2000
Bachelor of Engineering, Computer Science Engg
Lexie Perlinger-McCrillis's WealthEngine Experience September 2012 - August 2015
Job SVP at AlumniSync
Industry Marketing and Advertising
Experience
AlumniSync August 2015 - Present
WealthEngine September 2012 - August 2015
AccuData Integrated Marketing June 2010 - September 2012
Pappas Telecasting Companies September 2009 - June 2010
Infogroup January 2004 - November 2008
Skills
Analytics, Fundraising, Multi-channel Marketing, Direct Marketing, Salesforce.com, Lead Generation, Account Management, Cold Calling, Marketing Strategy, Marketing, B2B, Social Media Marketing, New Business Development, Social Media, Database Marketing, Advertising, Direct Mail, Direct Sales, Sales Management, Sales, CRM, Strategic Partnerships, Marketing Communications, Integrated Marketing, Email Marketing, Digital Marketing, Customer Retention, Online Advertising
Education
University of Nebraska at Kearney 1999 — 2003
BS, Communication
AlumniSync August 2015 - Present
WealthEngine September 2012 - August 2015
AccuData Integrated Marketing June 2010 - September 2012
Pappas Telecasting Companies September 2009 - June 2010
Infogroup January 2004 - November 2008
Skills
Analytics, Fundraising, Multi-channel Marketing, Direct Marketing, Salesforce.com, Lead Generation, Account Management, Cold Calling, Marketing Strategy, Marketing, B2B, Social Media Marketing, New Business Development, Social Media, Database Marketing, Advertising, Direct Mail, Direct Sales, Sales Management, Sales, CRM, Strategic Partnerships, Marketing Communications, Integrated Marketing, Email Marketing, Digital Marketing, Customer Retention, Online Advertising
Education
University of Nebraska at Kearney 1999 — 2003
BS, Communication
Jennifer Hinton's WealthEngine Experience March 2015 - Present
Job Sales Manager at WealthEngine
Industry Information Technology and Services
Experience
WealthEngine March 2015 - Present
Skills
Account Management, Sales, Negotiation, Marketing, Sales Management, Management, New Business Development, Business Development, Recruiting, Business Intelligence, Strategy, CRM, Performance Management, Program Management, Consulting, Human Resources, Cold Calling, Time Management
Education
University of Maryland - Robert H. Smith School of Business 2004 — 2008
Bachelor of Science, Marketing
Our Lady of Good Counsel High School
WealthEngine March 2015 - Present
Skills
Account Management, Sales, Negotiation, Marketing, Sales Management, Management, New Business Development, Business Development, Recruiting, Business Intelligence, Strategy, CRM, Performance Management, Program Management, Consulting, Human Resources, Cold Calling, Time Management
Education
University of Maryland - Robert H. Smith School of Business 2004 — 2008
Bachelor of Science, Marketing
Our Lady of Good Counsel High School
Bobby Yazdani's WealthEngine Experience November 2013 - Present
Job Founder & Managing Partner at Cota Capital
Industry Venture Capital & Private Equity
Experience
Cota Capital January 2015 - Present
Signatures Capital June 2006 - Present
WealthEngine November 2013 - Present
Atheer Labs January 2012 - Present
YouEye December 2013 - Present
BaseHealth, Inc. August 2011 - Present
Addepar June 2012 - Present
Boomtrain December 2013 - Present
Canary (canary.is) January 2014 - Present
Bina Technologies June 2011 - December 2014
Skills
Agile Methodologies, Start-ups, Strategic Partnerships, Cloud Computing, Leadership, Salesforce.com, Enterprise Software, Management, SaaS, Entrepreneurship, Business Development, Cloud-based, CRM, Disruptive Technologies, Solution Selling, Software Development, Product Management, Go-to-market Strategy, Professional Services, Strategy, Business Intelligence, E-commerce
Education
University of California, Berkeley
Bachelor's degree, Applied Mathematics
Cota Capital January 2015 - Present
Signatures Capital June 2006 - Present
WealthEngine November 2013 - Present
Atheer Labs January 2012 - Present
YouEye December 2013 - Present
BaseHealth, Inc. August 2011 - Present
Addepar June 2012 - Present
Boomtrain December 2013 - Present
Canary (canary.is) January 2014 - Present
Bina Technologies June 2011 - December 2014
Skills
Agile Methodologies, Start-ups, Strategic Partnerships, Cloud Computing, Leadership, Salesforce.com, Enterprise Software, Management, SaaS, Entrepreneurship, Business Development, Cloud-based, CRM, Disruptive Technologies, Solution Selling, Software Development, Product Management, Go-to-market Strategy, Professional Services, Strategy, Business Intelligence, E-commerce
Education
University of California, Berkeley
Bachelor's degree, Applied Mathematics
Saravanan Balakrishnan's WealthEngine Experience March 2015 - Present
Job Lead Engineer at WealthEngine
Industry Information Technology and Services
Experience
WealthEngine March 2015 - Present
Scripps Networks Interactive August 2011 - February 2015
Cognizant Technology Solutions November 2009 - August 2011
PebblePath Software Technologies Pvt Ltd July 2008 - November 2009
perfsystems July 2006 - July 2008
Skills
Java, Amazon Web Services..., Spring Framework, Apache Camel, Software Development, Oracle, PL/SQL, SQL, MySQL, Data Warehousing, Database Development, Microsoft SQL Server, Big Data, Registration, Customer Data..., Siteminder, Information Security, Datawarehouse, ETL Tools, SQL Loader, Oracle import/export, SSIS, SSRS, Talend, Tableau, Toad, Oracle SQL Developer, Struts, Amazon SQS, Amazon SNS, Amazon EC2, Amazon S3, Amazon RDS, Jenkins, Akamai, Memcached, Dbase, Shell Scripting, JavaScript, Test Driven Development, Integration, Sun Certified Java..., Core Java, Architectural Design, Databases, Agile Methodologies
Education
Anna University 2002 — 2006
BE, Computer Science and Engineering, First Class
WealthEngine March 2015 - Present
Scripps Networks Interactive August 2011 - February 2015
Cognizant Technology Solutions November 2009 - August 2011
PebblePath Software Technologies Pvt Ltd July 2008 - November 2009
perfsystems July 2006 - July 2008
Skills
Java, Amazon Web Services..., Spring Framework, Apache Camel, Software Development, Oracle, PL/SQL, SQL, MySQL, Data Warehousing, Database Development, Microsoft SQL Server, Big Data, Registration, Customer Data..., Siteminder, Information Security, Datawarehouse, ETL Tools, SQL Loader, Oracle import/export, SSIS, SSRS, Talend, Tableau, Toad, Oracle SQL Developer, Struts, Amazon SQS, Amazon SNS, Amazon EC2, Amazon S3, Amazon RDS, Jenkins, Akamai, Memcached, Dbase, Shell Scripting, JavaScript, Test Driven Development, Integration, Sun Certified Java..., Core Java, Architectural Design, Databases, Agile Methodologies
Education
Anna University 2002 — 2006
BE, Computer Science and Engineering, First Class
Carely Casas's WealthEngine Experience November 2010 - June 2015
Job Senior Accountant at WealthEngine
Industry Computer Software
Experience
WealthEngine November 2010 - June 2015
Arxan Technologies April 2008 - November 2010
Peters, Kearney and Assoc. October 2006 - April 2008
Law Offices of Landeo and Capriotti, LLC January 2003 - October 2006
Skills
Salesforce.com, Account Reconciliation, SaaS, Analytics, Accruals, Accounting, Accounts Payable, Team Building, Fundraising, Non-profits, Forecasting, Revenue Recognition, General Ledger, Analysis, Sales, Microsoft Excel, Accounts Receivable, Financial Reporting, Mergers, Customer Service, Microsoft Office, Access, Public Speaking, Social Media, Budgets, Account Management, Business Development, Data Analysis, Business Analysis, Financial Services, Business Planning, Strategic Planning, Marketing, Management, Variance Analysis, Nonprofits, Mergers & Acquisitions, Lead Generation, Start-ups
Education
University of Maryland University College 2009 — 2012
Bachelor's Degree, Accounting
Montgomery College 2007 — 2009
A.A., Accounting
WealthEngine November 2010 - June 2015
Arxan Technologies April 2008 - November 2010
Peters, Kearney and Assoc. October 2006 - April 2008
Law Offices of Landeo and Capriotti, LLC January 2003 - October 2006
Skills
Salesforce.com, Account Reconciliation, SaaS, Analytics, Accruals, Accounting, Accounts Payable, Team Building, Fundraising, Non-profits, Forecasting, Revenue Recognition, General Ledger, Analysis, Sales, Microsoft Excel, Accounts Receivable, Financial Reporting, Mergers, Customer Service, Microsoft Office, Access, Public Speaking, Social Media, Budgets, Account Management, Business Development, Data Analysis, Business Analysis, Financial Services, Business Planning, Strategic Planning, Marketing, Management, Variance Analysis, Nonprofits, Mergers & Acquisitions, Lead Generation, Start-ups
Education
University of Maryland University College 2009 — 2012
Bachelor's Degree, Accounting
Montgomery College 2007 — 2009
A.A., Accounting
Jin Ohm's WealthEngine Experience January 2010 - September 2011
Job Data Engineer at Major League Baseball
Industry Information Technology and Services
Experience
Major League Baseball July 2014 - Present
US Treasury September 2012 - June 2014
CSC October 2011 - September 2012
WealthEngine January 2010 - September 2011
Arch Insurance Group September 2009 - January 2010
Education
University of Illinois at Urbana-Champaign 2003 — 2008
BS, Industrial and Enterprise Systems Engineering
Major League Baseball July 2014 - Present
US Treasury September 2012 - June 2014
CSC October 2011 - September 2012
WealthEngine January 2010 - September 2011
Arch Insurance Group September 2009 - January 2010
Education
University of Illinois at Urbana-Champaign 2003 — 2008
BS, Industrial and Enterprise Systems Engineering
Caroline Oblack's WealthEngine Experience April 2007 - April 2011
Job Director, Research and Prospect Management at Oregon Health & Science University
Industry Nonprofit Organization Management
Experience
Oregon Health & Science University Foundation May 2011 - Present
WealthEngine April 2007 - April 2011
Oblack Research 2005 - 2007
Higher Talent, Inc. 2005 - 2007
American Red Cross 2004 - 2005
Rady Children's Hospital 2000 - 2004
Skills
Prospect Research, Fundraising, Non-profits, Philanthropy, Grant Writing, Program Development, Grants, Public Speaking, Fundraisers, Community Outreach, Research, Higher Education, Nonprofits, Data Analysis, Analysis, Annual Giving
Education
Strayer University-Maryland 2003 — 2008
Masters, Education
University of Oregon 1996 — 2000
Bachelor of Science, Educational Studies
Oregon Health & Science University Foundation May 2011 - Present
WealthEngine April 2007 - April 2011
Oblack Research 2005 - 2007
Higher Talent, Inc. 2005 - 2007
American Red Cross 2004 - 2005
Rady Children's Hospital 2000 - 2004
Skills
Prospect Research, Fundraising, Non-profits, Philanthropy, Grant Writing, Program Development, Grants, Public Speaking, Fundraisers, Community Outreach, Research, Higher Education, Nonprofits, Data Analysis, Analysis, Annual Giving
Education
Strayer University-Maryland 2003 — 2008
Masters, Education
University of Oregon 1996 — 2000
Bachelor of Science, Educational Studies
Emily Beerer's WealthEngine Experience September 2008 - Present
Job Contracts Manager at WealthEngine
Industry Information Technology and Services
Experience
WealthEngine September 2008 - Present
The Ross-Shannon Law Firm March 2005 - September 2007
Clifton, Mueller and Bovarnick, P.C. August 2005 - March 2006
Aimco July 2004 - August 2005
Skills
Strategic Partnerships, Analytics, New Business Development, Social Media, Fundraising, Volunteer Management, Strategic Planning, Sales, Grant Writing, Program Management, SaaS, Microsoft Excel, CRM, Prospect Research, Nonprofits, Sales Process, Data Analysis, Event Management, Salesforce.com, Lead Generation, WebEx, Account Management, Event Planning, Research, Grants, Program Development, Non-profits, Philanthropy, Public Speaking, Public Relations, Team Building, Customer Service, Marketing, Leadership, Community Outreach, Business Development, Training
Education
Metropolitan State University of Denver 2003 — 2005
Paralegal
Santa Barbara City College 1999 — 2001
General Studies
WealthEngine September 2008 - Present
The Ross-Shannon Law Firm March 2005 - September 2007
Clifton, Mueller and Bovarnick, P.C. August 2005 - March 2006
Aimco July 2004 - August 2005
Skills
Strategic Partnerships, Analytics, New Business Development, Social Media, Fundraising, Volunteer Management, Strategic Planning, Sales, Grant Writing, Program Management, SaaS, Microsoft Excel, CRM, Prospect Research, Nonprofits, Sales Process, Data Analysis, Event Management, Salesforce.com, Lead Generation, WebEx, Account Management, Event Planning, Research, Grants, Program Development, Non-profits, Philanthropy, Public Speaking, Public Relations, Team Building, Customer Service, Marketing, Leadership, Community Outreach, Business Development, Training
Education
Metropolitan State University of Denver 2003 — 2005
Paralegal
Santa Barbara City College 1999 — 2001
General Studies
Liza Elliott's WealthEngine Experience Marketing and New Product DevelopmentColombo Yogurt1988 - 1992
Job Sales Executive at WealthEngine
Industry Information Services
Experience
WealthEngine Marketing and New Product DevelopmentColombo Yogurt1988 - 1992
Education
St. Lawrence University 1982 — 1986
BA, Art History, Sociology
WealthEngine Marketing and New Product DevelopmentColombo Yogurt1988 - 1992
Education
St. Lawrence University 1982 — 1986
BA, Art History, Sociology
Natacha Lo's WealthEngine Experience December 1999 - February 2015
Job Chief Information Officer at A Priori Analytics Group
Industry Computer Software
Experience
A Priori Analytics Group March 2015 - Present
WealthEngine December 1999 - February 2015
ACTERNA (TTC) January 1999 - December 1999
Manugistics April 1993 - February 1999
Professional Development Center June 1987 - March 1993
Skills
Data Warehouse..., Data Science, Big Data, Data Analysis, SaaS, Data Warehousing, Data Mining, Product Development, Analytics, Product Management, Business Analysis, Integration, Enterprise Software, Oracle, Databases, PL/SQL, SQL, Business Intelligence, Salesforce.com, Shell Scripts, CRM, Financial Services, Strategic Partnerships, Chinese Art, Chinese Calligraphy, Oil Painting, Chinese culture, Shell Scripting
Education
West Virginia University 1985 — 1987
MS, Information System
Tamkang University 1979 — 1983
BA, French Literature
Sacred Heart Girls High School 1977 — 1979
Ming-Sheng Jr. High
A Priori Analytics Group March 2015 - Present
WealthEngine December 1999 - February 2015
ACTERNA (TTC) January 1999 - December 1999
Manugistics April 1993 - February 1999
Professional Development Center June 1987 - March 1993
Skills
Data Warehouse..., Data Science, Big Data, Data Analysis, SaaS, Data Warehousing, Data Mining, Product Development, Analytics, Product Management, Business Analysis, Integration, Enterprise Software, Oracle, Databases, PL/SQL, SQL, Business Intelligence, Salesforce.com, Shell Scripts, CRM, Financial Services, Strategic Partnerships, Chinese Art, Chinese Calligraphy, Oil Painting, Chinese culture, Shell Scripting
Education
West Virginia University 1985 — 1987
MS, Information System
Tamkang University 1979 — 1983
BA, French Literature
Sacred Heart Girls High School 1977 — 1979
Ming-Sheng Jr. High
Daisy Hsiung's WealthEngine Experience September 2012 - Present
Job Senior Software Developer of WealthEngine,Inc.
Industry Information Technology and Services
Experience
WealthEngine September 2012 - Present
WealthEngine June 2010 - September 2012
WealthEngine February 2007 - June 2010
WealthEngine November 2003 - February 2007
Ministry of Audit November 1992 - January 1997
Coopers & Lybrand July 1989 - January 1992
Skills
SQL, Active Directory, Analysis, SaaS, Windows Server, Program Management, Microsoft SQL Server, Business Analysis, VMware, ITIL
Education
Hood College 1997 — 1999
Master of Computer Science, Computer Science
Tamkang University 1984 — 1989
Bachelor's degree, Accounting
WealthEngine September 2012 - Present
WealthEngine June 2010 - September 2012
WealthEngine February 2007 - June 2010
WealthEngine November 2003 - February 2007
Ministry of Audit November 1992 - January 1997
Coopers & Lybrand July 1989 - January 1992
Skills
SQL, Active Directory, Analysis, SaaS, Windows Server, Program Management, Microsoft SQL Server, Business Analysis, VMware, ITIL
Education
Hood College 1997 — 1999
Master of Computer Science, Computer Science
Tamkang University 1984 — 1989
Bachelor's degree, Accounting
Mathew Bancroft's WealthEngine Experience December 2011 - Present
Job Campaign Marketing Manager at WealthEngine
Industry Marketing and Advertising
Experience
WealthEngine December 2011 - Present
ASTA March 2009 - December 2011
Education
Drexel University 2002 — 2008
WealthEngine December 2011 - Present
ASTA March 2009 - December 2011
Education
Drexel University 2002 — 2008
Brian Honore's WealthEngine Experience 2012 - 2013
Job Senior Consultant at Tandem Conglomerate
Industry Information Technology and Services
Experience
Tandem Conglomerate August 2013 - Present
WealthEngine 2012 - 2013
WealthEngine November 2010 - 2012
Grocery Manufacturers Association June 2010 - August 2010
Skills
Analytics, Business Analysis, Microsoft Office, Salesforce.com, Data Analysis, Access, SQL, Databases, Business Intelligence, Consulting, Oracle SQL, Analysis, Program Management, Data Mining, Management, Test Management, Test Driven Development, Visual Basic, Microsoft Excel, Public Speaking, CRM
Education
University of Maryland College Park 2007 — 2010
Bachelor's degree, Agricultural Economics
Tandem Conglomerate August 2013 - Present
WealthEngine 2012 - 2013
WealthEngine November 2010 - 2012
Grocery Manufacturers Association June 2010 - August 2010
Skills
Analytics, Business Analysis, Microsoft Office, Salesforce.com, Data Analysis, Access, SQL, Databases, Business Intelligence, Consulting, Oracle SQL, Analysis, Program Management, Data Mining, Management, Test Management, Test Driven Development, Visual Basic, Microsoft Excel, Public Speaking, CRM
Education
University of Maryland College Park 2007 — 2010
Bachelor's degree, Agricultural Economics
Austin Bordley's WealthEngine Experience October 2011 - December 2013
Job Inspiring facetoface experiences through cutting edge hospitality software!
Industry Computer Software
Experience
Social Tables June 2015 - Present
Next Level Lacrosse June 2010 - Present
CEB January 2014 - June 2015
WealthEngine October 2011 - December 2013
George Washington University October 2009 - October 2011
J - Street Development September 2007 - June 2009
Skills
Non-profit Development, Fundraising, Sales, Annual Giving, Direct Sales, Salesforce.com, Solution Selling, Forecasting, Lead Generation, Coaching, Alumni Relations, Strategic Planning, Management, Business Development, Marketing, Philanthropy, Public Speaking
Education
University of Delaware 2003 — 2007
BA, International Relations
Landon School 1999 — 2003
Social Tables June 2015 - Present
Next Level Lacrosse June 2010 - Present
CEB January 2014 - June 2015
WealthEngine October 2011 - December 2013
George Washington University October 2009 - October 2011
J - Street Development September 2007 - June 2009
Skills
Non-profit Development, Fundraising, Sales, Annual Giving, Direct Sales, Salesforce.com, Solution Selling, Forecasting, Lead Generation, Coaching, Alumni Relations, Strategic Planning, Management, Business Development, Marketing, Philanthropy, Public Speaking
Education
University of Delaware 2003 — 2007
BA, International Relations
Landon School 1999 — 2003
Jonathan Dubon's WealthEngine Experience September 2013 - Present
Job Client Services at WealthEngine
Industry Marketing and Advertising
Experience
WealthEngine September 2013 - Present
Financial Industry Regulatory Authority February 2010 - July 2013
Mindbank Consulting Group, LLC February 2010 - September 2010
Skills
Financial Analysis, Financial Reporting, Due Diligence, Finance, Analysis, Financial Services, Analytics, Mergers & Acquisitions, Fundraising, Strategic Planning, Marketing
Education
Towson University 2004 — 2008
Communication Studies
WealthEngine September 2013 - Present
Financial Industry Regulatory Authority February 2010 - July 2013
Mindbank Consulting Group, LLC February 2010 - September 2010
Skills
Financial Analysis, Financial Reporting, Due Diligence, Finance, Analysis, Financial Services, Analytics, Mergers & Acquisitions, Fundraising, Strategic Planning, Marketing
Education
Towson University 2004 — 2008
Communication Studies
Ben Gragnolati's WealthEngine Experience March 2010 - March 2011
Job Sales Account Executive at WealthEngine
Industry Financial Services
Experience
Daniels College of Business September 2015 - Present
WealthEngine March 2010 - March 2011
Grassroots Business Fund September 2009 - December 2009
Little Nell Hotel November 2008 - July 2009
Jones Lang LaSalle July 2007 - August 2007
The Torray Funds June 2006 - August 2006
Education
Middlebury College 2004 — 2008
Bachelor of Arts, English and American Literature; Economics
Dartmouth College
Tuck Business Bridge Program
The University of Edinburgh
The Bullis School, Class of 2004
Daniels College of Business September 2015 - Present
WealthEngine March 2010 - March 2011
Grassroots Business Fund September 2009 - December 2009
Little Nell Hotel November 2008 - July 2009
Jones Lang LaSalle July 2007 - August 2007
The Torray Funds June 2006 - August 2006
Education
Middlebury College 2004 — 2008
Bachelor of Arts, English and American Literature; Economics
Dartmouth College
Tuck Business Bridge Program
The University of Edinburgh
The Bullis School, Class of 2004
Phillip Barger's WealthEngine Experience February 2013 - May 2015
Job Sales Executive at SNL Financial
Industry Oil & Energy
Experience
SNL Financial June 2015 - Present
WealthEngine February 2013 - May 2015
WealthEngine February 2013 - September 2013
Morgan Stanley May 2012 - February 2013
Deutsche Bank August 2010 - August 2011
Tandem Investment Advisors, Inc. October 2009 - May 2010
First Financial Services, Inc. October 2008 - March 2009
Skills
Bloomberg, Financial Analysis, Investments, Equities, Hedge Funds, Microsoft Excel, Capital Markets, Fixed Income, Asset Managment, Finance, Sales, Due Diligence, Financial Modeling, Asset Management, Business Development, Microsoft Office, Public Relations, Series 7, Portfolio Management, Salesforce.com, Social Media, Valuation, Alternative Investments, Leadership, Series 63, Risk Management, Wealth Management, Event Planning, Financial Services, Public Speaking, Economics, Investment Banking, Analysis, Credit Risk, Marketing, Strategic Planning, Derivatives, Mergers & Acquisitions, Social Networking
Education
College of Charleston 2006 — 2010
Bachelor of Arts (B.A.)
College of Charleston
SNL Financial June 2015 - Present
WealthEngine February 2013 - May 2015
WealthEngine February 2013 - September 2013
Morgan Stanley May 2012 - February 2013
Deutsche Bank August 2010 - August 2011
Tandem Investment Advisors, Inc. October 2009 - May 2010
First Financial Services, Inc. October 2008 - March 2009
Skills
Bloomberg, Financial Analysis, Investments, Equities, Hedge Funds, Microsoft Excel, Capital Markets, Fixed Income, Asset Managment, Finance, Sales, Due Diligence, Financial Modeling, Asset Management, Business Development, Microsoft Office, Public Relations, Series 7, Portfolio Management, Salesforce.com, Social Media, Valuation, Alternative Investments, Leadership, Series 63, Risk Management, Wealth Management, Event Planning, Financial Services, Public Speaking, Economics, Investment Banking, Analysis, Credit Risk, Marketing, Strategic Planning, Derivatives, Mergers & Acquisitions, Social Networking
Education
College of Charleston 2006 — 2010
Bachelor of Arts (B.A.)
College of Charleston
Shikha Berry's WealthEngine Experience April 2015 - Present
Job
Industry Construction
Experience
WealthEngine April 2015 - Present
WealthEngine, Inc July 2010 - Present
Chesapeake Firestop Products Inc June 2004 - May 2010
Old Country Buffett January 2002 - May 2004
Skills
Accounting, Accruals, Bookkeeping, Revenue Recognition, Reconciliations, Journal Entries, General Ledger, Account Reconciliation, Financial Reporting, Forecasting, Variance Analysis, Financial Accounting, QuickBooks, Invoicing, Outlook, Fixed Assets, Auditing, Financial Analysis, Budgets, Analysis, Payroll, Data Analysis, Microsoft Excel, Cost Benefit, Salesforce.com, Microsoft Office, Leadership, Teamwork, Business Process..., Sales, Analytics, Accounts Payable, Financial Statements, Corporate FP&A
Education
Virginia Commonwealth University 1998 — 2003
BS, Applied Mathematics, Magna Cum Laude
Montgomery College
Accounting Certificate, Accounting
WealthEngine April 2015 - Present
WealthEngine, Inc July 2010 - Present
Chesapeake Firestop Products Inc June 2004 - May 2010
Old Country Buffett January 2002 - May 2004
Skills
Accounting, Accruals, Bookkeeping, Revenue Recognition, Reconciliations, Journal Entries, General Ledger, Account Reconciliation, Financial Reporting, Forecasting, Variance Analysis, Financial Accounting, QuickBooks, Invoicing, Outlook, Fixed Assets, Auditing, Financial Analysis, Budgets, Analysis, Payroll, Data Analysis, Microsoft Excel, Cost Benefit, Salesforce.com, Microsoft Office, Leadership, Teamwork, Business Process..., Sales, Analytics, Accounts Payable, Financial Statements, Corporate FP&A
Education
Virginia Commonwealth University 1998 — 2003
BS, Applied Mathematics, Magna Cum Laude
Montgomery College
Accounting Certificate, Accounting
David Isser's WealthEngine Experience January 2012 - December 2013
Job
Industry Computer Software
Experience
Caesars Entertainment Corporation January 2014 - April 2015
WealthEngine January 2012 - December 2013
IBM Global Business Services/IBM Software Group August 2009 - January 2012
Northrop Grumman Corporation June 2009 - August 2009
Merrill Lynch November 2007 - June 2008
Danya International June 2006 - August 2006
Skills
SQL, MongoDB, MySQL, DB2, Hadoop, Microsoft SQL Server, Teradata, Salesforce.com, Oracle, Databases, PL/SQL, Java, Linux, Unix, C++, ETL, Data Analysis, Data Mining, HTML, Visual Basic, Business Analysis, Software Development, VBA, XML, Access, Perl, Database Design, Hive, Microsoft Office, Microsoft Excel, DataStage, Business Intelligence, Big Data, Apache Pig, Datastage 8.1, HBase, Data Integration, Requirements Analysis, SSIS
Education
University of Maryland College Park
Bachelor of Applied Science (B.A.Sc.)
Caesars Entertainment Corporation January 2014 - April 2015
WealthEngine January 2012 - December 2013
IBM Global Business Services/IBM Software Group August 2009 - January 2012
Northrop Grumman Corporation June 2009 - August 2009
Merrill Lynch November 2007 - June 2008
Danya International June 2006 - August 2006
Skills
SQL, MongoDB, MySQL, DB2, Hadoop, Microsoft SQL Server, Teradata, Salesforce.com, Oracle, Databases, PL/SQL, Java, Linux, Unix, C++, ETL, Data Analysis, Data Mining, HTML, Visual Basic, Business Analysis, Software Development, VBA, XML, Access, Perl, Database Design, Hive, Microsoft Office, Microsoft Excel, DataStage, Business Intelligence, Big Data, Apache Pig, Datastage 8.1, HBase, Data Integration, Requirements Analysis, SSIS
Education
University of Maryland College Park
Bachelor of Applied Science (B.A.Sc.)
Kellie Coleman's WealthEngine Experience June 2011 - August 2011
Job Marketing Intern at WealthEngine
Industry Information Technology and Services
Experience
Marymount University September 2012 - Present
South Moon Under May 2014 - August 2014
WealthEngine June 2011 - August 2011
Skills
Sales, Social Media, Marketing Strategy, Leadership, Management, Public Speaking
Education
Marymount University 2012 — 2016
Business with a specialty in hospitality
Marymount University September 2012 - Present
South Moon Under May 2014 - August 2014
WealthEngine June 2011 - August 2011
Skills
Sales, Social Media, Marketing Strategy, Leadership, Management, Public Speaking
Education
Marymount University 2012 — 2016
Business with a specialty in hospitality
Deepak Devarapalli's WealthEngine Experience January 2011 - Present
Job Lead Oracle Database Developer at WealthEngine
Industry Information Technology and Services
Experience
WealthEngine January 2011 - Present
Verizon Business October 2009 - December 2010
sanofi-aventis April 2009 - September 2009
CNSI July 2008 - March 2009
IFMC January 2008 - June 2008
CNSI June 2006 - December 2007
Skills
Oracle, PL/SQL, Data Modeling, SQL Tuning, Oracle PL/SQL..., SQL, Microsoft SQL Server, Unix Shell Scripting, Data Integration, Shell Scripting, Oracle Database..., Linux Scripting and..., Access, Stored Procedures, Database Design, Start-ups, Software Implementation, Software Project..., Exadata, Databases
Education
University of Detroit Mercy
Master's degree, Computer Science and Information Technology
GKM College of Engineering and Technology
Bachelor's degree, Computer Science Engineering
WealthEngine January 2011 - Present
Verizon Business October 2009 - December 2010
sanofi-aventis April 2009 - September 2009
CNSI July 2008 - March 2009
IFMC January 2008 - June 2008
CNSI June 2006 - December 2007
Skills
Oracle, PL/SQL, Data Modeling, SQL Tuning, Oracle PL/SQL..., SQL, Microsoft SQL Server, Unix Shell Scripting, Data Integration, Shell Scripting, Oracle Database..., Linux Scripting and..., Access, Stored Procedures, Database Design, Start-ups, Software Implementation, Software Project..., Exadata, Databases
Education
University of Detroit Mercy
Master's degree, Computer Science and Information Technology
GKM College of Engineering and Technology
Bachelor's degree, Computer Science Engineering