WealthEngine, Inc.
Industry: Company
DescriptionFounded: 1991 Subsidiary: BrightContext Corporation
WealthEngine, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at WealthEngine, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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WealthEngine, Inc. Employees
Employee
Years
Job
Industry
Jeff Lubitz Jeff Lubitz's WealthEngine, Inc. Experience April 2009 - August 2013
Job
Industry Financial Services
Experience
Compliance Science January 2015 - Present
GMI Ratings September 2013 - September 2014
WealthEngine, Inc. April 2009 - August 2013
MC Communications, LLC January 2008 - April 2009
ISS Institutional Shareholder Services January 2002 - September 2007
Northern Light Technology, Inc. January 2001 - December 2001
Primark Corporation November 1995 - December 2000
Skills
Management, Sales Operations, Solution Selling, CRM, Business Development, Lead Generation, Financial Services, Salesforce.com, Nonprofits, Analytics, Marketing, Contract Negotiation, Integrated Marketing, Negotiation, SaaS, Market Research, New Business Development, Leadership, Sales, Strategy, Forecasting, Strategic Partnerships, Research, Sales Management, Social Media, Risk Management, Program Management, Event Management, Consulting, Sales Process, Non-profits, Strategic Planning, Equities, Account Management, Executive Management, Start-ups, Analysis, Product Management, Customer Retention, Professional Services, Product Development, Direct Sales, Enterprise Software, Mergers & Acquisitions, Business Strategy, B2B, Product Marketing, Competitive Analysis, Selling, Direct Marketing
Education
Tulane University - A.B. Freeman School of Business 1990 — 1992
MBA
American University 1985 — 1989
BA
Compliance Science January 2015 - Present
GMI Ratings September 2013 - September 2014
WealthEngine, Inc. April 2009 - August 2013
MC Communications, LLC January 2008 - April 2009
ISS Institutional Shareholder Services January 2002 - September 2007
Northern Light Technology, Inc. January 2001 - December 2001
Primark Corporation November 1995 - December 2000
Skills
Management, Sales Operations, Solution Selling, CRM, Business Development, Lead Generation, Financial Services, Salesforce.com, Nonprofits, Analytics, Marketing, Contract Negotiation, Integrated Marketing, Negotiation, SaaS, Market Research, New Business Development, Leadership, Sales, Strategy, Forecasting, Strategic Partnerships, Research, Sales Management, Social Media, Risk Management, Program Management, Event Management, Consulting, Sales Process, Non-profits, Strategic Planning, Equities, Account Management, Executive Management, Start-ups, Analysis, Product Management, Customer Retention, Professional Services, Product Development, Direct Sales, Enterprise Software, Mergers & Acquisitions, Business Strategy, B2B, Product Marketing, Competitive Analysis, Selling, Direct Marketing
Education
Tulane University - A.B. Freeman School of Business 1990 — 1992
MBA
American University 1985 — 1989
BA
Brett Howett Brett Howett's WealthEngine, Inc. Experience November 2011 - July 2013
Job Major Accounts Sales Executive at Cision
Industry Public Relations and Communications
Experience
Cision June 2015 - Present
The Juice Plus+ Company August 2014 - Present
Vocus May 2014 - August 2014
WealthEngine, Inc. November 2011 - July 2013
Bay Lighting September 2009 - June 2011
Express Employment Professionals September 2008 - August 2009
Skills
Salesforce.com, Marketing, Sales, Non-profits, Fundraising, Public Speaking, Account Management, Business Development, Leadership, Management, Strategic Planning, Social Media, Research, Customer Service, New Business Development, Marketing Strategy, Contract Negotiation, Market Research, Sales Operations, Strategy, Start-ups, Sales Process, Proposal Writing, Direct Sales, Strategic Partnerships, Lead Generation, CRM, Social Media Marketing, Public Relations, Training, Cold Calling
Education
University of Delaware 2003 — 2008
Bachelor of Arts, Sociology
Cision June 2015 - Present
The Juice Plus+ Company August 2014 - Present
Vocus May 2014 - August 2014
WealthEngine, Inc. November 2011 - July 2013
Bay Lighting September 2009 - June 2011
Express Employment Professionals September 2008 - August 2009
Skills
Salesforce.com, Marketing, Sales, Non-profits, Fundraising, Public Speaking, Account Management, Business Development, Leadership, Management, Strategic Planning, Social Media, Research, Customer Service, New Business Development, Marketing Strategy, Contract Negotiation, Market Research, Sales Operations, Strategy, Start-ups, Sales Process, Proposal Writing, Direct Sales, Strategic Partnerships, Lead Generation, CRM, Social Media Marketing, Public Relations, Training, Cold Calling
Education
University of Delaware 2003 — 2008
Bachelor of Arts, Sociology
Andrew Sicnolf Andrew Sicnolf's WealthEngine, Inc. Experience 2008 - 2012
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
Ronald Smith Ronald Smith's WealthEngine, Inc. Experience April 2010 - July 2014
Job Fractional CFO at TRX Systems, Inc.
Industry Computer Software
Experience
TRX Systems, Inc. July 2015 - Present
BiJoTi January 2015 - Present
Virgil Security, Inc. January 2015 - Present
MACH37 Cyber Accelerator December 2014 - Present
vThreat, Inc. December 2014 - Present
Gusto POS September 2014 - Present
Venture Financial Management LLC August 2014 - Present
WealthEngine, Inc. April 2010 - July 2014
Venture Financial Management LLC October 2008 - April 2010
Neutral Net Inc. April 2008 - December 2008
Skills
Venture Capital, Start-ups, Mergers, Capital, Budgets, Negotiation, Project Planning, Corporate Finance, Venture Financing, Due Diligence, Investor Relations, Business Development, Private Equity, Strategic Planning, Strategic Partnerships, Mergers & Acquisitions, Analytics, Strategy, Finance, Management Consulting, Emerging Markets, Managerial Finance, Leadership, Enterprise Software, Corporate Development, Accounting, Consulting, Corporate Governance, Financial Modeling, New Business Development, Business Strategy, IPO, Executive Management, Restructuring, SaaS, Human Resources, Salesforce.com, Financial Services, Financial Analysis, Business Planning, Forecasting, Entrepreneurship, Revenue Recognition, Acquisition Integration, Business Process..., M&A experience, Financial Reporting, Analysis, Business Analysis, Divestitures
Education
University of Southern California - Marshall School of Business 1973 — 1975
MBA, Finance & Accounting
Colorado College 1969 — 1973
Bachelor of Arts (B.A.), Economics
TRX Systems, Inc. July 2015 - Present
BiJoTi January 2015 - Present
Virgil Security, Inc. January 2015 - Present
MACH37 Cyber Accelerator December 2014 - Present
vThreat, Inc. December 2014 - Present
Gusto POS September 2014 - Present
Venture Financial Management LLC August 2014 - Present
WealthEngine, Inc. April 2010 - July 2014
Venture Financial Management LLC October 2008 - April 2010
Neutral Net Inc. April 2008 - December 2008
Skills
Venture Capital, Start-ups, Mergers, Capital, Budgets, Negotiation, Project Planning, Corporate Finance, Venture Financing, Due Diligence, Investor Relations, Business Development, Private Equity, Strategic Planning, Strategic Partnerships, Mergers & Acquisitions, Analytics, Strategy, Finance, Management Consulting, Emerging Markets, Managerial Finance, Leadership, Enterprise Software, Corporate Development, Accounting, Consulting, Corporate Governance, Financial Modeling, New Business Development, Business Strategy, IPO, Executive Management, Restructuring, SaaS, Human Resources, Salesforce.com, Financial Services, Financial Analysis, Business Planning, Forecasting, Entrepreneurship, Revenue Recognition, Acquisition Integration, Business Process..., M&A experience, Financial Reporting, Analysis, Business Analysis, Divestitures
Education
University of Southern California - Marshall School of Business 1973 — 1975
MBA, Finance & Accounting
Colorado College 1969 — 1973
Bachelor of Arts (B.A.), Economics
Kimberly O'Donnell Kimberly O'Donnell's WealthEngine, Inc. Experience September 2013 - Present
Job Chief Philanthropy Officer at American Psychiatric Association Foundation
Industry Information Technology and Services
Experience
American Psychiatric Association Foundation September 2015 - Present
WealthEngine, Inc. September 2013 - Present
Georgetown University and George Mason University through The Fund for American Studies June 2004 - Present
WealthEngine, Inc. April 2012 - September 2013
WealthEngine, Inc. July 2011 - May 2012
WealthEngine, Inc. April 2010 - July 2011
WealthEngine, Inc. October 2003 - March 2010
Gifts In Kind International August 2001 - September 2003
Stop Child Abuse Now of Northern Virginia November 2000 - August 2001
Waterford Public Relations January 2000 - November 2000
Skills
AHP, Non-profits, Marketing, Fundraising, Public Relations, Event Planning, Public Speaking, Social Media, Strategic Planning, Event Management, Analytics, Business Development, Philanthropy, Salesforce.com, Research, Volunteer Management, Leadership, Management, Social Media Marketing, Business Strategy, Community Outreach, Nonprofits, Training, Program Management, Strategic Partnerships, Editing, Sales, Marketing Strategy, Facebook, Grant Writing, Data Analysis, Public Policy, Marketing Communications, Analysis, Brand Development, Program Development, Market Research, Social Networking, Strategic Communications, New Business Development, Proposal Writing, Sales Operations, Prospect Research, Lead Generation, CRM, Entrepreneurship, Start-ups, Direct Marketing, SaaS, Sales Management
Education
Marymount University 1999 — 2001
MS, Business Technology
George Mason University 1990 — 1993
BA, Government & Politics
American Psychiatric Association Foundation September 2015 - Present
WealthEngine, Inc. September 2013 - Present
Georgetown University and George Mason University through The Fund for American Studies June 2004 - Present
WealthEngine, Inc. April 2012 - September 2013
WealthEngine, Inc. July 2011 - May 2012
WealthEngine, Inc. April 2010 - July 2011
WealthEngine, Inc. October 2003 - March 2010
Gifts In Kind International August 2001 - September 2003
Stop Child Abuse Now of Northern Virginia November 2000 - August 2001
Waterford Public Relations January 2000 - November 2000
Skills
AHP, Non-profits, Marketing, Fundraising, Public Relations, Event Planning, Public Speaking, Social Media, Strategic Planning, Event Management, Analytics, Business Development, Philanthropy, Salesforce.com, Research, Volunteer Management, Leadership, Management, Social Media Marketing, Business Strategy, Community Outreach, Nonprofits, Training, Program Management, Strategic Partnerships, Editing, Sales, Marketing Strategy, Facebook, Grant Writing, Data Analysis, Public Policy, Marketing Communications, Analysis, Brand Development, Program Development, Market Research, Social Networking, Strategic Communications, New Business Development, Proposal Writing, Sales Operations, Prospect Research, Lead Generation, CRM, Entrepreneurship, Start-ups, Direct Marketing, SaaS, Sales Management
Education
Marymount University 1999 — 2001
MS, Business Technology
George Mason University 1990 — 1993
BA, Government & Politics
Dipesh Dahal, CPA Dipesh Dahal, CPA's WealthEngine, Inc. Experience March 2011 - February 2014
Job FP&A Manager at Neustar, Inc.
Industry Information Technology and Services
Experience
Neustar, Inc. April 2015 - Present
NeuStar, Inc. February 2014 - March 2015
WealthEngine, Inc. March 2011 - February 2014
Intercall Inc. April 2008 - May 2011
Everest Bank Limited September 2006 - July 2007
Everest Bank Limited January 2003 - August 2006
Skills
Financial Analysis, Budgeting, Financial Reporting, Account Reconciliation, Revenue Recognition, US GAAP, Financial Modeling, Strategic Financial..., Teamwork, Monthly Close, Project Appraisal, Deferred Revenue, General Ledger, Variance Analysis, Accounting, Forecasting, Financial Accounting, Financial Statements, Accruals, GAAP, Budgets, Financial Planning, Internal Audit, Process Improvement
Education
Maharishi University of Management 2007 — 2011
Masters, Business Administration- Accounting
Tribhuvan University 2002 — 2005
Masters, Business Studies- Finance
Tribhuvan University 1999 — 2002
Bachelor, Business Studies- Finance
Neustar, Inc. April 2015 - Present
NeuStar, Inc. February 2014 - March 2015
WealthEngine, Inc. March 2011 - February 2014
Intercall Inc. April 2008 - May 2011
Everest Bank Limited September 2006 - July 2007
Everest Bank Limited January 2003 - August 2006
Skills
Financial Analysis, Budgeting, Financial Reporting, Account Reconciliation, Revenue Recognition, US GAAP, Financial Modeling, Strategic Financial..., Teamwork, Monthly Close, Project Appraisal, Deferred Revenue, General Ledger, Variance Analysis, Accounting, Forecasting, Financial Accounting, Financial Statements, Accruals, GAAP, Budgets, Financial Planning, Internal Audit, Process Improvement
Education
Maharishi University of Management 2007 — 2011
Masters, Business Administration- Accounting
Tribhuvan University 2002 — 2005
Masters, Business Studies- Finance
Tribhuvan University 1999 — 2002
Bachelor, Business Studies- Finance
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY