Wolters Kluwer Financial Services
Industry: Publishing company
DescriptionWolters Kluwer N.V. is a global information services company. The company is headquartered in Alphen aan den Rijn, Netherlands. Wolters Kluwer in its current form was founded in 1987 with a merger between Kluwer Publishers and Wolters Samsom. Headquarters: Alphen aan den Rijn, South Holland, Netherlands CEO: Nancy McKinstry (1 Sep 2003–) Revenue: 4.3 billion EUR (2016) Subsidiaries: LIppincott Williams & Wilkins, CCH,
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Wolters Kluwer Financial Services Employees
Employee
Years
Job
Industry
Susan Kaats Susan Kaats's Wolters Kluwer Financial Services Experience July 2002 - Present
Job ProSystem fx Account Manager at Wolters Kluwer Financial Services
Industry Financial Services
Experience
Wolters Kluwer Financial Services July 2002 - Present
Skills
Solution Selling, Sales Process, Account Management, Accounting, Tax, Lead Generation, Enterprise Software, New Business Development, B2B, Product Management, Strategic Partnerships, Sales Management, Selling, Professional Services, CRM, Business Development
Education
Los Angeles Harbor College
Associate of Arts and Sciences (A.A.S.), Organizational Communication, General
Wolters Kluwer Financial Services July 2002 - Present
Skills
Solution Selling, Sales Process, Account Management, Accounting, Tax, Lead Generation, Enterprise Software, New Business Development, B2B, Product Management, Strategic Partnerships, Sales Management, Selling, Professional Services, CRM, Business Development
Education
Los Angeles Harbor College
Associate of Arts and Sciences (A.A.S.), Organizational Communication, General
Lee Domingue Lee Domingue's Wolters Kluwer Financial Services Experience October 1997 - June 2011
Job
Industry Nonprofit Organization Management
Experience
Kingdom Builders U.S. June 2007 - Present
Cyrus Partners January 2006 - Present
Wolters Kluwer Financial Services October 1997 - June 2011
OMNI BANK 2005 - 2009
Louisiana Motor Vehicle Commission 2000 - 2004
Skills
Leadership, Entrepreneurship, Public Speaking, Business Development, Strategic Planning, Team Building, Business Strategy, Fundraising, Marketing Strategy, Banking, Insurance, New Business Development, Risk Management, Sales Management, Small Business, Credit, Business Analysis, Budgets, Marketing, Customer Service, Negotiation, Process Improvement, Nonprofits, Sales, Contract Negotiation, Social Media, Event Management, Event Planning, Management, Microsoft Office, Social Networking
Education
Louisiana State University 1983 — 1984
University of Louisiana at Lafayette 1982 — 1983
Kingdom Builders U.S. June 2007 - Present
Cyrus Partners January 2006 - Present
Wolters Kluwer Financial Services October 1997 - June 2011
OMNI BANK 2005 - 2009
Louisiana Motor Vehicle Commission 2000 - 2004
Skills
Leadership, Entrepreneurship, Public Speaking, Business Development, Strategic Planning, Team Building, Business Strategy, Fundraising, Marketing Strategy, Banking, Insurance, New Business Development, Risk Management, Sales Management, Small Business, Credit, Business Analysis, Budgets, Marketing, Customer Service, Negotiation, Process Improvement, Nonprofits, Sales, Contract Negotiation, Social Media, Event Management, Event Planning, Management, Microsoft Office, Social Networking
Education
Louisiana State University 1983 — 1984
University of Louisiana at Lafayette 1982 — 1983
Eric Levenhagen's Wolters Kluwer Financial Services Experience May 2006 - November 2007
Job Asst. General Counsel & Assistant Secretary at Landmark Aviation
Industry Airlines/Aviation
Experience
Landmark Aviation September 2014 - Present
Belhaven University (Belhaven College) 2009 - Present
Rapp & Krock, PC July 2012 - August 2014
O'Connor, Craig, Gould, Evans & Rohr September 2009 - June 2012
Berry Plastics November 2007 - September 2009
Wolters Kluwer Financial Services May 2006 - November 2007
Northwest Airlines April 2004 - May 2006
Allegiance Telecom January 2004 - April 2004
Enterprise Rent-a-Car November 2002 - December 2003
Skills
Real Estate, Banking Law, Aviation Law, Aviation, Secured Transactions, Corporate Law, Asset Based Lending, Strategic Leadership, Equipment Leasing and..., Contract Negotiation, Negotiation, Microsoft Office, Mergers & Acquisitions, Business Strategy, Leadership, Airlines, Strategic Vision, Goal-driven leader, Encouragement, Eye for Details, Start-ups, Bankruptcy, Licensing, Strategy, Analysis, Mediation, Commercial Litigation, Legal Research, Civil Litigation, Joint Ventures, Arbitration, Courts, Corporate Governance, Training, Finance, Cross-functional Team..., Employment Law, Management, International Law, Legal Writing, Legal Advice, Restructuring, Strategic Planning
Education
Hamline University School of Law
J.D., Law
Texas Christian University
B.S., Political Science; Emphasis on International Politics
Burnsville Senior High School
Landmark Aviation September 2014 - Present
Belhaven University (Belhaven College) 2009 - Present
Rapp & Krock, PC July 2012 - August 2014
O'Connor, Craig, Gould, Evans & Rohr September 2009 - June 2012
Berry Plastics November 2007 - September 2009
Wolters Kluwer Financial Services May 2006 - November 2007
Northwest Airlines April 2004 - May 2006
Allegiance Telecom January 2004 - April 2004
Enterprise Rent-a-Car November 2002 - December 2003
Skills
Real Estate, Banking Law, Aviation Law, Aviation, Secured Transactions, Corporate Law, Asset Based Lending, Strategic Leadership, Equipment Leasing and..., Contract Negotiation, Negotiation, Microsoft Office, Mergers & Acquisitions, Business Strategy, Leadership, Airlines, Strategic Vision, Goal-driven leader, Encouragement, Eye for Details, Start-ups, Bankruptcy, Licensing, Strategy, Analysis, Mediation, Commercial Litigation, Legal Research, Civil Litigation, Joint Ventures, Arbitration, Courts, Corporate Governance, Training, Finance, Cross-functional Team..., Employment Law, Management, International Law, Legal Writing, Legal Advice, Restructuring, Strategic Planning
Education
Hamline University School of Law
J.D., Law
Texas Christian University
B.S., Political Science; Emphasis on International Politics
Burnsville Senior High School
Bill Mahoney Bill Mahoney's Wolters Kluwer Financial Services Experience October 2004 - September 2007
Job Sr. Product Manager Sherlock at AudaExplore
Industry Computer Software
Experience
AudaExplore February 2015 - Present
Quantum Retail Technology November 2013 - February 2015
Kalido September 2007 - October 2013
Wolters Kluwer Financial Services October 2004 - September 2007
Bankers Systems October 2004 - April 2006
US Bank July 2003 - October 2004
US Bank 2002 - 2004
Skills
Kalido, Oracle Exadata, Teradata, Netezza, Java, Oracle, SQL Server, Program Management, XML, HTML, AML, Business Intelligence, Compliance, Software Engineering, Process Improvement, Business Process Design, JavaScript, MySQL, PHP, C#, CSS, SQL, Linux, AJAX, .NET, ASP.NET, Visual Studio, jQuery, ASP, UML, Data Warehousing, Getting The Job Done, Master Data Management, Hadoop, Bank Secrecy Act, OFAC, Microsoft SQL Server, Software Development, Software Design, Databases, Web Applications, Agile Methodologies, Data Governance, Analytics, Data Quality, Enterprise Architecture, Enterprise Software, Pre-sales
Education
Florida Institute of Technology 1998 — 2002
BSBA, Computer Science, Business Admin
AudaExplore February 2015 - Present
Quantum Retail Technology November 2013 - February 2015
Kalido September 2007 - October 2013
Wolters Kluwer Financial Services October 2004 - September 2007
Bankers Systems October 2004 - April 2006
US Bank July 2003 - October 2004
US Bank 2002 - 2004
Skills
Kalido, Oracle Exadata, Teradata, Netezza, Java, Oracle, SQL Server, Program Management, XML, HTML, AML, Business Intelligence, Compliance, Software Engineering, Process Improvement, Business Process Design, JavaScript, MySQL, PHP, C#, CSS, SQL, Linux, AJAX, .NET, ASP.NET, Visual Studio, jQuery, ASP, UML, Data Warehousing, Getting The Job Done, Master Data Management, Hadoop, Bank Secrecy Act, OFAC, Microsoft SQL Server, Software Development, Software Design, Databases, Web Applications, Agile Methodologies, Data Governance, Analytics, Data Quality, Enterprise Architecture, Enterprise Software, Pre-sales
Education
Florida Institute of Technology 1998 — 2002
BSBA, Computer Science, Business Admin
Collin Bockman Collin Bockman's Wolters Kluwer Financial Services Experience June 2012 - February 2013
Job President, Futurist, Business Attorney Transactions, corporate governance, real estate, bitcoin
Industry Law Practice
Experience
Bockman Legal PLLC February 2012 - Present
American Model United Nations International November 2005 - Present
Wolters Kluwer Financial Services June 2012 - February 2013
James Rolshouse & Associates February 2011 - February 2012
Singularity University 2009 - 2012
Iowa Law Review August 2008 - May 2010
Iowa State Daily 2004 - 2005
Skills
International Law, Business Law, Real Estate Transactions, Mineral Title and..., United Nations, International Politics, US Public Policy, Computer Hardware..., Public Policy, Commercial Litigation, International Relations, Mediation, Legal Research, Courts, Legal Issues, Research, Policy, Leadership, Program Management, Administrative Law, Management, Government, Legal Writing, Fundraising, Policy Analysis, Mergers & Acquisitions, Politics, Corporate Law, Public Speaking, Litigation, Intellectual Property, Legal Assistance, Entrepreneurship, Legal Compliance
Education
University of Iowa 2007 — 2010
J.D., Law
Singularity University 2009 — 2009
Certificate of Graduate Studies, Accelerating Technology, Robotics, Artificial Intelligence, Nanotechnology, The Universe
Iowa State University 2003 — 2007
B.A., English, philosophy
Bockman Legal PLLC February 2012 - Present
American Model United Nations International November 2005 - Present
Wolters Kluwer Financial Services June 2012 - February 2013
James Rolshouse & Associates February 2011 - February 2012
Singularity University 2009 - 2012
Iowa Law Review August 2008 - May 2010
Iowa State Daily 2004 - 2005
Skills
International Law, Business Law, Real Estate Transactions, Mineral Title and..., United Nations, International Politics, US Public Policy, Computer Hardware..., Public Policy, Commercial Litigation, International Relations, Mediation, Legal Research, Courts, Legal Issues, Research, Policy, Leadership, Program Management, Administrative Law, Management, Government, Legal Writing, Fundraising, Policy Analysis, Mergers & Acquisitions, Politics, Corporate Law, Public Speaking, Litigation, Intellectual Property, Legal Assistance, Entrepreneurship, Legal Compliance
Education
University of Iowa 2007 — 2010
J.D., Law
Singularity University 2009 — 2009
Certificate of Graduate Studies, Accelerating Technology, Robotics, Artificial Intelligence, Nanotechnology, The Universe
Iowa State University 2003 — 2007
B.A., English, philosophy
Felix Zhornitsky Felix Zhornitsky's Wolters Kluwer Financial Services Experience January 1999 - January 2001
Job Global Business Development Manager at Discover Financial Services
Industry Financial Services
Experience
Discover Financial Services March 2014 - Present
Discover Financial Services May 2011 - January 2014
Diners Club International 2008 - May 2011
Discover Financial Services October 2006 - April 2008
CrossCom National July 2006 - October 2006
Retail Project Managers, Inc. January 2001 - July 2006
Wolters Kluwer Financial Services January 1999 - January 2001
Skills
International Project..., Global Operations, International Marketing, International Business, Operations Management, Transportation..., Program Management, Business Strategy, Strategic Planning, Credit Cards, Product Development, Contract Negotiation, Market Research, Business Analysis, Marketing Strategy, Problem Solving, Product Management, Process Improvement, RFP, New Business Development, Business Relationship..., Account Management, Resource Management, Vendor Management, Document Management, Customer Service, Rebranding, Banking, Payment Services, Budgeting, Mergers, Pricing, Microsoft Office, Budgets, Cross-functional Team..., CRM, Leadership, Management, Project Management, Business Development, Analysis, Debit Cards, Payment Systems, Payments, Mergers & Acquisitions
Education
Keller Graduate School of Management of DeVry University 2008 — 2010
Masters in Business Administration, Concentration in Project Management and Information Systems
University of Illinois at Chicago 1998 — 2001
Major: Psychology
Buffalo Grove High School 1994 — 1998
Discover Financial Services March 2014 - Present
Discover Financial Services May 2011 - January 2014
Diners Club International 2008 - May 2011
Discover Financial Services October 2006 - April 2008
CrossCom National July 2006 - October 2006
Retail Project Managers, Inc. January 2001 - July 2006
Wolters Kluwer Financial Services January 1999 - January 2001
Skills
International Project..., Global Operations, International Marketing, International Business, Operations Management, Transportation..., Program Management, Business Strategy, Strategic Planning, Credit Cards, Product Development, Contract Negotiation, Market Research, Business Analysis, Marketing Strategy, Problem Solving, Product Management, Process Improvement, RFP, New Business Development, Business Relationship..., Account Management, Resource Management, Vendor Management, Document Management, Customer Service, Rebranding, Banking, Payment Services, Budgeting, Mergers, Pricing, Microsoft Office, Budgets, Cross-functional Team..., CRM, Leadership, Management, Project Management, Business Development, Analysis, Debit Cards, Payment Systems, Payments, Mergers & Acquisitions
Education
Keller Graduate School of Management of DeVry University 2008 — 2010
Masters in Business Administration, Concentration in Project Management and Information Systems
University of Illinois at Chicago 1998 — 2001
Major: Psychology
Buffalo Grove High School 1994 — 1998
Melvin Rowlett Melvin Rowlett's Wolters Kluwer Financial Services Experience October 2008 - October 2014
Job Software Quality Assurance Analyst at Wolters Kluwer, CCH
Industry Financial Services
Experience
Wolters Kluwer, CCH December 2014 - Present
Wolters Kluwer, CCH April 2014 - October 2014
Wolters Kluwer Financial Services October 2008 - October 2014
CCH, a Wolters Kluwer business 2007 - 2013
Stradosferra January 2003 - November 2005
Skills
Technical Support, Customer Service, Troubleshooting, SDLC, Microsoft SQL Server, Team Leadership, Process Improvement, Software Documentation, Vendor Management, Visio, IT Management, SharePoint, Cloud Computing, SQL, Databases, SaaS, Microsoft Office
Education
edX 2013 — 2015
Computer Technology/Computer Systems Technology
Friends University
Bachelor's degree, Computer and Information Sciences and Support Services
Wolters Kluwer, CCH December 2014 - Present
Wolters Kluwer, CCH April 2014 - October 2014
Wolters Kluwer Financial Services October 2008 - October 2014
CCH, a Wolters Kluwer business 2007 - 2013
Stradosferra January 2003 - November 2005
Skills
Technical Support, Customer Service, Troubleshooting, SDLC, Microsoft SQL Server, Team Leadership, Process Improvement, Software Documentation, Vendor Management, Visio, IT Management, SharePoint, Cloud Computing, SQL, Databases, SaaS, Microsoft Office
Education
edX 2013 — 2015
Computer Technology/Computer Systems Technology
Friends University
Bachelor's degree, Computer and Information Sciences and Support Services
Naveen Parimi's Wolters Kluwer Financial Services Experience March 2013 - March 2013
Job SAP CRM/C4C Functional Expert
Industry Information Technology and Services
Experience
Patterson Dental May 2014 - Present
Konica Minolta Business Solutions U.S.A., Inc. June 2013 - December 2013
Gulfstream Aerospace March 2013 - May 2013
HCL-Axon March 2007 - May 2013
Wolters Kluwer Financial Services March 2013 - March 2013
Consumers Energy October 2011 - December 2012
TXU September 2010 - August 2011
CareFusion September 2009 - August 2010
TXU March 2007 - August 2009
Skills
SAP CRM 4.0/5.0/7.0, SAP ECC 6.0, SAP ISU, ECC, SAP R/3, SAP Implementation, SAP, SAP CRM, SAP IS-U, CRM, Business Process, SAP ERP, SAP SRM, Pre-sales, Management, Data Migration, Master Data, SAP Solutions, SDLC, Requirements Gathering, SAP XI, Enterprise Architecture, Business Transformation, SAP Configuration, Business Analysis, Consulting, User Acceptance Testing, Integration, SAP Project Management, Business Process Design, Solution Architecture, Master Data Management, ERP, Testing, Requirements Analysis, SAP CRM Technical
Education
Jawaharlal Nehru Technological University 2000 — 2004
B-Tech, Electronics and Communication Engg
Patterson Dental May 2014 - Present
Konica Minolta Business Solutions U.S.A., Inc. June 2013 - December 2013
Gulfstream Aerospace March 2013 - May 2013
HCL-Axon March 2007 - May 2013
Wolters Kluwer Financial Services March 2013 - March 2013
Consumers Energy October 2011 - December 2012
TXU September 2010 - August 2011
CareFusion September 2009 - August 2010
TXU March 2007 - August 2009
Skills
SAP CRM 4.0/5.0/7.0, SAP ECC 6.0, SAP ISU, ECC, SAP R/3, SAP Implementation, SAP, SAP CRM, SAP IS-U, CRM, Business Process, SAP ERP, SAP SRM, Pre-sales, Management, Data Migration, Master Data, SAP Solutions, SDLC, Requirements Gathering, SAP XI, Enterprise Architecture, Business Transformation, SAP Configuration, Business Analysis, Consulting, User Acceptance Testing, Integration, SAP Project Management, Business Process Design, Solution Architecture, Master Data Management, ERP, Testing, Requirements Analysis, SAP CRM Technical
Education
Jawaharlal Nehru Technological University 2000 — 2004
B-Tech, Electronics and Communication Engg
Ed DiRocco's Wolters Kluwer Financial Services Experience May 2009 - Present
Job Senior Vice President Sales, Finance, Risk and Compliance
Industry Information Technology and Services
Experience
Wolters Kluwer Financial Services May 2009 - Present
Epicenter now Chatsworth Products, Inc. March 2008 - May 2009
Cook Associates February 2007 - March 2008
Dorado Corporation April 2003 - April 2006
Sun Microsystems June 1996 - June 2003
Lighthouse Design- Acquired by Sun 1995 - 1996
NeXT Computer 1993 - 1995
Powersoft 1990 - 1993
Stratus Technologies 1987 - 1990
Skills
Leadership, Sales Management, Strategy, Start-ups, Enterprise Software, Business Strategy, SaaS, Management, CRM, Business Development, Go-to-market Strategy, Selling, Direct Sales, Sales, Business Alliances, Strategic Partnerships, Solution Selling, Financial Services, P&L Management, Marketing Strategy, Risk Management, Cloud Computing, New Business Development, Professional Services, Salesforce.com, Compliance, Banking, Executive Management, International Sales, Product Management, Cross-functional Team..., Partner Management, Lead Generation, Strategic Planning, Mergers, Channel, Software Industry, Product Marketing, Account Management, Sales Process, Budgets, B2B, Contract Negotiation, Competitive Analysis, Sales Operations, Channel Partners, Sales Enablement, Team Leadership, Demand Generation, Forecasting
Education
Merrimack College
BS Business, Marketing, Economics
Wolters Kluwer Financial Services May 2009 - Present
Epicenter now Chatsworth Products, Inc. March 2008 - May 2009
Cook Associates February 2007 - March 2008
Dorado Corporation April 2003 - April 2006
Sun Microsystems June 1996 - June 2003
Lighthouse Design- Acquired by Sun 1995 - 1996
NeXT Computer 1993 - 1995
Powersoft 1990 - 1993
Stratus Technologies 1987 - 1990
Skills
Leadership, Sales Management, Strategy, Start-ups, Enterprise Software, Business Strategy, SaaS, Management, CRM, Business Development, Go-to-market Strategy, Selling, Direct Sales, Sales, Business Alliances, Strategic Partnerships, Solution Selling, Financial Services, P&L Management, Marketing Strategy, Risk Management, Cloud Computing, New Business Development, Professional Services, Salesforce.com, Compliance, Banking, Executive Management, International Sales, Product Management, Cross-functional Team..., Partner Management, Lead Generation, Strategic Planning, Mergers, Channel, Software Industry, Product Marketing, Account Management, Sales Process, Budgets, B2B, Contract Negotiation, Competitive Analysis, Sales Operations, Channel Partners, Sales Enablement, Team Leadership, Demand Generation, Forecasting
Education
Merrimack College
BS Business, Marketing, Economics
Carrie Barth's Wolters Kluwer Financial Services Experience May 2009 - February 2010
Job Project Manager
Industry Information Technology and Services
Experience
Cargill November 2014 - Present
CDI October 2011 - May 2014
Wells Fargo (contractor through LogiSolve) April 2010 - October 2011
Wolters Kluwer Financial Services May 2009 - February 2010
Ameriprise Financial, Inc. December 2005 - January 2008
American Express January 1997 - December 2005
UnitedHealth Group February 1992 - December 1996
Aetna Health Plans 1992 - 1994
Skills
Resource Management, Business Analysis, SDLC, Vendor Management, CRM, PMO, Business Process, Visio, Data Warehousing, Training, Quality Assurance, User Acceptance Testing, Software Documentation, SharePoint, Leadership, Project Delivery, Management, Team Leadership, Six Sigma, Analysis, Software Development, PMP, Project Portfolio..., Business Requirements
Education
Macalester College
Macalester College
BA, Biology
Cargill November 2014 - Present
CDI October 2011 - May 2014
Wells Fargo (contractor through LogiSolve) April 2010 - October 2011
Wolters Kluwer Financial Services May 2009 - February 2010
Ameriprise Financial, Inc. December 2005 - January 2008
American Express January 1997 - December 2005
UnitedHealth Group February 1992 - December 1996
Aetna Health Plans 1992 - 1994
Skills
Resource Management, Business Analysis, SDLC, Vendor Management, CRM, PMO, Business Process, Visio, Data Warehousing, Training, Quality Assurance, User Acceptance Testing, Software Documentation, SharePoint, Leadership, Project Delivery, Management, Team Leadership, Six Sigma, Analysis, Software Development, PMP, Project Portfolio..., Business Requirements
Education
Macalester College
Macalester College
BA, Biology
Benjamin Nicholls Benjamin Nicholls's Wolters Kluwer Financial Services Experience April 1999 - July 2004
Job Officer Strength Manager at Oklahoma National Guard
Industry Higher Education
Experience
Oklahoma National Guard May 2014 - Present
University of Central Oklahoma October 2013 - May 2014
Northeastern State University July 2010 - October 2013
North Dakota State University February 2009 - July 2010
Microsoft September 2007 - September 2008
Perot Systems Government Services July 2004 - September 2007
Wolters Kluwer Financial Services April 1999 - July 2004
Kirby Company February 1994 - March 1995
Skills
Military, Teaching, Training, Microsoft Office, Student Affairs, Research, Program Management, Project Planning, Public Speaking, Higher Education, Event Planning, Curriculum Development, Management, Leadership, PowerPoint, Databases, Project Management
Education
Keller Graduate School of Management of DeVry University 2008 — 2009
Master's Degree, Management Information Systems, General, 3.8
St. Cloud State University 1994 — 1999
Bachelor's Degree, Computer and Information Sciences and Support Services
Oklahoma National Guard May 2014 - Present
University of Central Oklahoma October 2013 - May 2014
Northeastern State University July 2010 - October 2013
North Dakota State University February 2009 - July 2010
Microsoft September 2007 - September 2008
Perot Systems Government Services July 2004 - September 2007
Wolters Kluwer Financial Services April 1999 - July 2004
Kirby Company February 1994 - March 1995
Skills
Military, Teaching, Training, Microsoft Office, Student Affairs, Research, Program Management, Project Planning, Public Speaking, Higher Education, Event Planning, Curriculum Development, Management, Leadership, PowerPoint, Databases, Project Management
Education
Keller Graduate School of Management of DeVry University 2008 — 2009
Master's Degree, Management Information Systems, General, 3.8
St. Cloud State University 1994 — 1999
Bachelor's Degree, Computer and Information Sciences and Support Services
Blair Schrader's Wolters Kluwer Financial Services Experience May 2014 - January 2015
Job Scrum Master at ProcessPro
Industry Information Technology and Services
Experience
ProcessPro August 2015 - Present
UnitedHealth Group January 2015 - May 2015
Wolters Kluwer Financial Services May 2014 - January 2015
Wolters Kluwer Financial Services December 2000 - May 2014
Bankers Systems December 2000 - July 2003
Dames & Moore February 1992 - August 1994
Skills
Visio, Content Management, Requirements Analysis, Strategic Planning, Program Management, Content Development, Project Management, Microsoft Office, Banking, Scrum
Education
Gustavus Adolphus College
Bachelor of Arts (B.A.), English/Business
Utah State University
Master of Science (M.S.), Technical Communiocation
ProcessPro August 2015 - Present
UnitedHealth Group January 2015 - May 2015
Wolters Kluwer Financial Services May 2014 - January 2015
Wolters Kluwer Financial Services December 2000 - May 2014
Bankers Systems December 2000 - July 2003
Dames & Moore February 1992 - August 1994
Skills
Visio, Content Management, Requirements Analysis, Strategic Planning, Program Management, Content Development, Project Management, Microsoft Office, Banking, Scrum
Education
Gustavus Adolphus College
Bachelor of Arts (B.A.), English/Business
Utah State University
Master of Science (M.S.), Technical Communiocation
Natasha Masloski Natasha Masloski's Wolters Kluwer Financial Services Experience April 2013 - October 2013
Job Compliance/Legal professional
Industry Legal Services
Experience
St. Jude Medical January 2014 - Present
Wolters Kluwer Financial Services April 2013 - October 2013
Wells Fargo October 2012 - January 2013
Xcel Energy March 2011 - October 2012
GMAC ResCap April 2009 - February 2011
Medtronic September 2008 - December 2008
3M April 2008 - September 2008
Ramey & DeVore PA May 2006 - May 2007
CommonSense Mortgage November 1998 - June 2005
Skills
Negotiation, Customer Service, Software Licensing, Strategic Planning, Event Planning, Financial Analysis, Sales, Notary Public, Auditing, Microsoft Office, Legal Research, Licensing, Legal Compliance, Organization, Legal Writing, Corporate Development, Client Relations Skills, Analysis, Courts, Appeals, Real Estate, Civil Litigation, Management, Trademarks, Document Review, Loans, Criminal Law, Accounting, Patents, Legal Documents, Payroll, Document Drafting, Research, Intellectual Property, Process Improvement, Risk Management, Microsoft Excel, PowerPoint, Microsoft Word, Finance, Residential Mortgages, Business Analysis, Salesforce.com, Human Resources, Litigation Support, Employee Benefits, Outlook, Visio, SharePoint, Litigation
Education
Hamline University 2005 — 2006
Bachelor of Arts (B.A.), Legal Studies
Inver Hills Community College 1995 — 1998
Associate of Arts (A.A.), Paralegal certificate
Mounds View 1992 — 1995
General Studies
St. Jude Medical January 2014 - Present
Wolters Kluwer Financial Services April 2013 - October 2013
Wells Fargo October 2012 - January 2013
Xcel Energy March 2011 - October 2012
GMAC ResCap April 2009 - February 2011
Medtronic September 2008 - December 2008
3M April 2008 - September 2008
Ramey & DeVore PA May 2006 - May 2007
CommonSense Mortgage November 1998 - June 2005
Skills
Negotiation, Customer Service, Software Licensing, Strategic Planning, Event Planning, Financial Analysis, Sales, Notary Public, Auditing, Microsoft Office, Legal Research, Licensing, Legal Compliance, Organization, Legal Writing, Corporate Development, Client Relations Skills, Analysis, Courts, Appeals, Real Estate, Civil Litigation, Management, Trademarks, Document Review, Loans, Criminal Law, Accounting, Patents, Legal Documents, Payroll, Document Drafting, Research, Intellectual Property, Process Improvement, Risk Management, Microsoft Excel, PowerPoint, Microsoft Word, Finance, Residential Mortgages, Business Analysis, Salesforce.com, Human Resources, Litigation Support, Employee Benefits, Outlook, Visio, SharePoint, Litigation
Education
Hamline University 2005 — 2006
Bachelor of Arts (B.A.), Legal Studies
Inver Hills Community College 1995 — 1998
Associate of Arts (A.A.), Paralegal certificate
Mounds View 1992 — 1995
General Studies
Deepak Pisipati Deepak Pisipati's Wolters Kluwer Financial Services Experience June 2008 - December 2008
Job Senior Programmer Analyst .NET | Java | SQL Server | Oracle | ASP.NET | Business Analysis
Industry Information Technology and Services
Experience
Fidelity Investments April 2015 - Present
Gosoft Solutions LLC August 2008 - Present
LPS Field Services, Inc. December 2009 - March 2015
Area Networks December 2008 - December 2009
Wolters Kluwer Financial Services June 2008 - December 2008
Snap-on Business Solutions May 2007 - July 2008
Corbus September 2006 - April 2007
SCK June 2005 - September 2006
Fox Technology Group October 2004 - June 2005
Skills
.NET, ASP.NET, Oracle, WCF, Web Services, VB.NET, XML, T-SQL, SharePoint, TFS, Visual Studio, WPF, C#, AJAX, Visio, SQL, Microsoft SQL Server, SDLC, Software Development, Agile Methodologies, jQuery, JavaScript, SOA, Databases, Visual Basic, PL/SQL, CSS, Web Applications, ADO.NET, Java, Software Design, OOP, Programming
Education
Ohio University 2001 — 2004
Masters, Industrial Systems Engineering
Jawaharlal Nehru Technological University 1997 — 2001
Bachelors, Mechanical Engineering
Fidelity Investments April 2015 - Present
Gosoft Solutions LLC August 2008 - Present
LPS Field Services, Inc. December 2009 - March 2015
Area Networks December 2008 - December 2009
Wolters Kluwer Financial Services June 2008 - December 2008
Snap-on Business Solutions May 2007 - July 2008
Corbus September 2006 - April 2007
SCK June 2005 - September 2006
Fox Technology Group October 2004 - June 2005
Skills
.NET, ASP.NET, Oracle, WCF, Web Services, VB.NET, XML, T-SQL, SharePoint, TFS, Visual Studio, WPF, C#, AJAX, Visio, SQL, Microsoft SQL Server, SDLC, Software Development, Agile Methodologies, jQuery, JavaScript, SOA, Databases, Visual Basic, PL/SQL, CSS, Web Applications, ADO.NET, Java, Software Design, OOP, Programming
Education
Ohio University 2001 — 2004
Masters, Industrial Systems Engineering
Jawaharlal Nehru Technological University 1997 — 2001
Bachelors, Mechanical Engineering
Debra Teplitz Debra Teplitz's Wolters Kluwer Financial Services Experience July 1988 - December 2014
Job Business Development Manager at Great Lakes Insurance and Financial Services Agency, LLC
Industry Insurance
Experience
SBA Loan Life Insurance Made Easy June 2015 - Present
Great Lakes Insurance and Financial Services Agency, LLC May 2015 - Present
Wolters Kluwer Financial Services July 1988 - December 2014
Skills
Content Management, Publishing, Editing, Project Management, Copywriting, Copy Editing, Microsoft Office, Online Publishing, Cross-functional Team..., Proofreading, Editorial, Technical Writing, Content Development, Social Networking, SEO, Email Marketing, Marketing Communications, Social Media Marketing, Strategic Partnerships
Education
Harper College 1992 — 1993
SBA Loan Life Insurance Made Easy June 2015 - Present
Great Lakes Insurance and Financial Services Agency, LLC May 2015 - Present
Wolters Kluwer Financial Services July 1988 - December 2014
Skills
Content Management, Publishing, Editing, Project Management, Copywriting, Copy Editing, Microsoft Office, Online Publishing, Cross-functional Team..., Proofreading, Editorial, Technical Writing, Content Development, Social Networking, SEO, Email Marketing, Marketing Communications, Social Media Marketing, Strategic Partnerships
Education
Harper College 1992 — 1993
Kyle Schaplowsky Kyle Schaplowsky's Wolters Kluwer Financial Services Experience October 2014 - Present
Job Software Engineer at Wolters Kluwer
Industry Computer Software
Experience
Wolters Kluwer Financial Services October 2014 - Present
Smiths Medical October 2012 - October 2014
Hogan Brothers Acoustic Cafe September 2008 - October 2012
Gustavus Adolphus College September 2010 - May 2012
Gustavus Adolphus College September 2010 - May 2012
Gustavus Adolphus College August 2010 - May 2012
Trader Joe's February 2008 - August 2008
Folsom Aquatic Center June 2006 - August 2008
CTC Services September 2007 - January 2008
Skills
Programming, Python, Java, .NET, C#, Agile Methodologies, TFS, Visual Studio, C, SQL, Computer Science, OS X, Linux, Windows 7, Windows 8, Windows 10, Rational DOORS, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
Education
Gustavus Adolphus College 2009 — 2012
Bachelor of Arts (B.A.), Mathematics and Computer Science, 3.194
St. Olaf College 2006 — 2007
Mathematics and Computer Science
Wolters Kluwer Financial Services October 2014 - Present
Smiths Medical October 2012 - October 2014
Hogan Brothers Acoustic Cafe September 2008 - October 2012
Gustavus Adolphus College September 2010 - May 2012
Gustavus Adolphus College September 2010 - May 2012
Gustavus Adolphus College August 2010 - May 2012
Trader Joe's February 2008 - August 2008
Folsom Aquatic Center June 2006 - August 2008
CTC Services September 2007 - January 2008
Skills
Programming, Python, Java, .NET, C#, Agile Methodologies, TFS, Visual Studio, C, SQL, Computer Science, OS X, Linux, Windows 7, Windows 8, Windows 10, Rational DOORS, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
Education
Gustavus Adolphus College 2009 — 2012
Bachelor of Arts (B.A.), Mathematics and Computer Science, 3.194
St. Olaf College 2006 — 2007
Mathematics and Computer Science
Elizabeth Durkee's Wolters Kluwer Financial Services Experience 2005 - 2010
Job SVP Marketing at Natixis Global Asset Management
Industry Marketing and Advertising
Experience
Natixis Global Asset Management 2015 - Present
MassChallenge 2015 - 2015
Independent 2014 - 2015
BI-SAM 2013 - 2014
SunGard 2011 - 2013
Eagle Investment Systems 2010 - 2011
Wolters Kluwer Financial Services 2005 - 2010
Skills
Financial Services, Thought Leadership, Lead Generation, Product Management, Marketing Strategy, CRM, Start-ups, Enterprise Software, Strategy, Business Development, Product Marketing, Leadership, Management, Direct Marketing, Business Analysis, Segmentation, Market Research, Competitive Analysis, Public Relations, Brand Development, SaaS, B2B Marketing, Brand Management, Sales, Strategic Partnerships, Creative Direction, Risk Management, Salesforce.com, B2B, Cloud Computing, Entrepreneurship, Marketing, Digital Marketing
Education
Ithaca College
BA, History
Semester at Sea
Natixis Global Asset Management 2015 - Present
MassChallenge 2015 - 2015
Independent 2014 - 2015
BI-SAM 2013 - 2014
SunGard 2011 - 2013
Eagle Investment Systems 2010 - 2011
Wolters Kluwer Financial Services 2005 - 2010
Skills
Financial Services, Thought Leadership, Lead Generation, Product Management, Marketing Strategy, CRM, Start-ups, Enterprise Software, Strategy, Business Development, Product Marketing, Leadership, Management, Direct Marketing, Business Analysis, Segmentation, Market Research, Competitive Analysis, Public Relations, Brand Development, SaaS, B2B Marketing, Brand Management, Sales, Strategic Partnerships, Creative Direction, Risk Management, Salesforce.com, B2B, Cloud Computing, Entrepreneurship, Marketing, Digital Marketing
Education
Ithaca College
BA, History
Semester at Sea
Jason Rowe's Wolters Kluwer Financial Services Experience April 2012 - February 2013
Job Senior Software Developer at Proto Labs
Industry Information Technology and Services
Experience
Proto Labs February 2013 - Present
Wolters Kluwer Financial Services April 2012 - February 2013
MarketWatch / Dow Jones April 2005 - April 2012
MarketWatch / Dow Jones October 2001 - April 2005
Weber Shandwick January 2000 - October 2002
Skills
C#, JavaScript, Software Development, Quality Assurance, HTML, Agile Project Management, .NET, Scrum, SQL, Agile Methodologies, Web Services, WCF, ASP.NET, ASP.NET MVC, Microsoft SQL Server, LINQ, XML
Education
Metropolitan State University 1999 — 2001
BS, MIS
University of Minnesota-Twin Cities 1997 — 1999
Proto Labs February 2013 - Present
Wolters Kluwer Financial Services April 2012 - February 2013
MarketWatch / Dow Jones April 2005 - April 2012
MarketWatch / Dow Jones October 2001 - April 2005
Weber Shandwick January 2000 - October 2002
Skills
C#, JavaScript, Software Development, Quality Assurance, HTML, Agile Project Management, .NET, Scrum, SQL, Agile Methodologies, Web Services, WCF, ASP.NET, ASP.NET MVC, Microsoft SQL Server, LINQ, XML
Education
Metropolitan State University 1999 — 2001
BS, MIS
University of Minnesota-Twin Cities 1997 — 1999
Jeff Robb Jeff Robb's Wolters Kluwer Financial Services Experience 2004 - Present
Job VP, Manager & Sr. Consultant at Wolters Kluwer/PCi
Industry Banking
Experience
Wolters Kluwer/PCi May 2004 - Present
Wolters Kluwer Financial Services 2004 - Present
Provident Bank October 1997 - May 2004
Skills
ECOA, CRCM, HMDA, Financial Risk, Community Reinvestment..., Operational Risk..., Analysis, Professional Services, Team Building, Mortgage Lending, Banking, Risk Management, Financial Services, Strategic Planning, Consulting, Bank Secrecy Act, Process Improvement, AML, Analytics, Business Analysis, Credit Risk, Risk Assessment, Enterprise Risk..., Internal Audit, Business Process..., Fraud, Governance, Operational Risk, Credit, Finance, Strategy, Relationship Management, CRM, Financial Institutions, Retail Banking, Financial Analysis, Consumer Lending, Requirements Gathering, Credit Cards, Loans, Management Consulting, Financial Regulation, OFAC, Internal Controls, Leadership, Management, Outsourcing, Enterprise Software, Credit Analysis, Mortgage Banking
Education
Kent State University 1987 — 1990
BS, Aviation
Lorain High School 1984 — 1987
Diploma
University of Phoenix
MBA, Business
Wolters Kluwer/PCi May 2004 - Present
Wolters Kluwer Financial Services 2004 - Present
Provident Bank October 1997 - May 2004
Skills
ECOA, CRCM, HMDA, Financial Risk, Community Reinvestment..., Operational Risk..., Analysis, Professional Services, Team Building, Mortgage Lending, Banking, Risk Management, Financial Services, Strategic Planning, Consulting, Bank Secrecy Act, Process Improvement, AML, Analytics, Business Analysis, Credit Risk, Risk Assessment, Enterprise Risk..., Internal Audit, Business Process..., Fraud, Governance, Operational Risk, Credit, Finance, Strategy, Relationship Management, CRM, Financial Institutions, Retail Banking, Financial Analysis, Consumer Lending, Requirements Gathering, Credit Cards, Loans, Management Consulting, Financial Regulation, OFAC, Internal Controls, Leadership, Management, Outsourcing, Enterprise Software, Credit Analysis, Mortgage Banking
Education
Kent State University 1987 — 1990
BS, Aviation
Lorain High School 1984 — 1987
Diploma
University of Phoenix
MBA, Business
David Beaulieu David Beaulieu's Wolters Kluwer Financial Services Experience 2000 - Present
Job Senior Graphic Designer / Web Designer at Wolters Kluwer
Industry Graphic Design
Experience
Wolters Kluwer Financial Services 2000 - Present
Animal Protection Center of Southeastern Mass. 2009 - 2011
Signature Advertising 1996 - 2000
Skills
Web Design, Graphic Design, Collateral Design, QuarkXPress, Corporate Identity, Adobe Creative Suite, Ektron, Eloqua, Email Marketing
Education
Keene State College 1992 — 1996
Bachelor of Science (BS), Graphic Design
Wolters Kluwer Financial Services 2000 - Present
Animal Protection Center of Southeastern Mass. 2009 - 2011
Signature Advertising 1996 - 2000
Skills
Web Design, Graphic Design, Collateral Design, QuarkXPress, Corporate Identity, Adobe Creative Suite, Ektron, Eloqua, Email Marketing
Education
Keene State College 1992 — 1996
Bachelor of Science (BS), Graphic Design
Jason Permatteo's Wolters Kluwer Financial Services Experience January 2005 - January 2006
Job Consultant
Industry Information Technology and Services
Experience
Montemiletto Consulting November 2014 - Present
Ayacht Technology Solutions October 2013 - November 2014
Bit9 September 2012 - August 2013
Accelrys September 2011 - August 2012
TeraCode September 2010 - September 2011
MathWorks February 2006 - September 2010
Wolters Kluwer Financial Services January 2005 - January 2006
PCi Corporation January 2000 - January 2005
Skills
Account Management, Customer Relations, Negotiation, Account Planning, Training and Development, Management, Customer Service, Direct Sales, Project Management, Security, Solution Selling, Training, Sales Management, Salesforce.com, SaaS, Enterprise Software, Cloud Computing, Sales Process, Lead Generation, CRM
Education
University of Massachusetts Boston
BA, Japanese Studies
Hokkaido University
Summer Semester Abroad, Japanese Studies
Montemiletto Consulting November 2014 - Present
Ayacht Technology Solutions October 2013 - November 2014
Bit9 September 2012 - August 2013
Accelrys September 2011 - August 2012
TeraCode September 2010 - September 2011
MathWorks February 2006 - September 2010
Wolters Kluwer Financial Services January 2005 - January 2006
PCi Corporation January 2000 - January 2005
Skills
Account Management, Customer Relations, Negotiation, Account Planning, Training and Development, Management, Customer Service, Direct Sales, Project Management, Security, Solution Selling, Training, Sales Management, Salesforce.com, SaaS, Enterprise Software, Cloud Computing, Sales Process, Lead Generation, CRM
Education
University of Massachusetts Boston
BA, Japanese Studies
Hokkaido University
Summer Semester Abroad, Japanese Studies
Liz Quay- BRMP's Wolters Kluwer Financial Services Experience April 2011 - Present
Job Strategic Account Manager, Client Relations, TeamMate
Industry Computer Software
Experience
Wolters Kluwer Financial Services April 2011 - Present
PwC April 2000 - April 2011
PricewaterhouseCoopers 2000 - April 2011
Skills
Business Process..., Process Improvement, Business Analysis, Business Process, IT Strategy, PMO, Project Management, Program Management, Management, SDLC, Governance, Vendor Management, Business Intelligence, Risk Management, Management Consulting, Change Management, Software Documentation, PMP, IT Management, Project Portfolio..., Requirements Gathering, ITIL, Software Project..., Team Leadership, Integration, Requirements Analysis, Visio, ERP, Analysis, CRM, MS Project, Outsourcing, Project Delivery, IT Service Management, Enterprise Architecture, Auditing, Financial Analysis, Budgets, Financial Reporting, Financial Accounting, Disaster Recovery, Accounting, Internal Controls, SharePoint, Business Transformation, Information Technology, Strategy, Leadership, Business Relationship...
Education
Indiana University of Pennsylvania
Wolters Kluwer Financial Services April 2011 - Present
PwC April 2000 - April 2011
PricewaterhouseCoopers 2000 - April 2011
Skills
Business Process..., Process Improvement, Business Analysis, Business Process, IT Strategy, PMO, Project Management, Program Management, Management, SDLC, Governance, Vendor Management, Business Intelligence, Risk Management, Management Consulting, Change Management, Software Documentation, PMP, IT Management, Project Portfolio..., Requirements Gathering, ITIL, Software Project..., Team Leadership, Integration, Requirements Analysis, Visio, ERP, Analysis, CRM, MS Project, Outsourcing, Project Delivery, IT Service Management, Enterprise Architecture, Auditing, Financial Analysis, Budgets, Financial Reporting, Financial Accounting, Disaster Recovery, Accounting, Internal Controls, SharePoint, Business Transformation, Information Technology, Strategy, Leadership, Business Relationship...
Education
Indiana University of Pennsylvania
Nathan Morse Nathan Morse's Wolters Kluwer Financial Services Experience October 2005 - June 2009
Job Independent Software Consultant
Industry Information Technology and Services
Experience
Shady Oak Software June 2009 - Present
IWCO Direct March 2010 - May 2011
Wolters Kluwer Financial Services October 2005 - June 2009
Thomson West June 2003 - June 2005
Skills
C#, ASP.NET, Visual Studio, .NET, XML, Microsoft SQL Server, JavaScript, SQL, Agile Methodologies, CSS, jQuery, HTML, Software Development, WCF, Java, SOA, Technical Leadership, Human Subjects Research, Strategy, T-SQL, AJAX, REST
Education
Gustavus Adolphus College 1999 — 2003
BA, Computer Science
Shady Oak Software June 2009 - Present
IWCO Direct March 2010 - May 2011
Wolters Kluwer Financial Services October 2005 - June 2009
Thomson West June 2003 - June 2005
Skills
C#, ASP.NET, Visual Studio, .NET, XML, Microsoft SQL Server, JavaScript, SQL, Agile Methodologies, CSS, jQuery, HTML, Software Development, WCF, Java, SOA, Technical Leadership, Human Subjects Research, Strategy, T-SQL, AJAX, REST
Education
Gustavus Adolphus College 1999 — 2003
BA, Computer Science
Eric Brandl Eric Brandl's Wolters Kluwer Financial Services Experience April 2015 - Present
Job Support Analyst III at Wolters Kluwer Financial Services
Industry Computer Networking
Experience
Wolters Kluwer Financial Services April 2015 - Present
Apex Systems April 2013 - April 2015
Corporate Technologies LLC June 2012 - March 2013
TEKsystems January 2012 - May 2012
Brandl Computer Consulting December 2008 - April 2012
Hennepin Technical College September 2010 - December 2011
Walmart August 2009 - June 2010
Skills
Windows Server 2008, Windows Server 2003, Virtualization, Windows, Cisco, Troubleshooting, Windows 7, Active Directory, Servers, Computer Hardware, Printers, Firewalls, Linux, TCP/IP, Microsoft Office, DHCP, HTML, DNS, Desktop Support, Routers, Software Installation, XP, Switches, Antivirus, VPN, Laptops, Computer Repair, VMware, Problem Solving, Workstations, Customer Service, Documentation, WAN, VMware ESX, Group Policy, Citrix, Backup Exec, Help Desk Support, Ubuntu, A Certified, Hyper-V, Desktop Computers, Symantec Endpoint..., Microsoft Exchange, Windows Server, Cisco Technologies, Technical Support, Wireless Networking, CCNA, Cisco Routers
Education
Hennepin Technical College 2010 — 2012
AAS, Network Administration
Wolters Kluwer Financial Services April 2015 - Present
Apex Systems April 2013 - April 2015
Corporate Technologies LLC June 2012 - March 2013
TEKsystems January 2012 - May 2012
Brandl Computer Consulting December 2008 - April 2012
Hennepin Technical College September 2010 - December 2011
Walmart August 2009 - June 2010
Skills
Windows Server 2008, Windows Server 2003, Virtualization, Windows, Cisco, Troubleshooting, Windows 7, Active Directory, Servers, Computer Hardware, Printers, Firewalls, Linux, TCP/IP, Microsoft Office, DHCP, HTML, DNS, Desktop Support, Routers, Software Installation, XP, Switches, Antivirus, VPN, Laptops, Computer Repair, VMware, Problem Solving, Workstations, Customer Service, Documentation, WAN, VMware ESX, Group Policy, Citrix, Backup Exec, Help Desk Support, Ubuntu, A Certified, Hyper-V, Desktop Computers, Symantec Endpoint..., Microsoft Exchange, Windows Server, Cisco Technologies, Technical Support, Wireless Networking, CCNA, Cisco Routers
Education
Hennepin Technical College 2010 — 2012
AAS, Network Administration
Jay Hartlove, CRCM, MSF, CPL Jay Hartlove, CRCM, MSF, CPL's Wolters Kluwer Financial Services Experience November 2012 - June 2013
Job Compliance Officer st Patelco Credit Union
Industry Banking
Experience
Patelco Credit Union March 2014 - Present
Wells Fargo Bank February 2014 - March 2014
Bank of the West July 2013 - November 2013
Wolters Kluwer Financial Services November 2012 - June 2013
GeoVera Holdings, Inc. April 2012 - November 2012
Bank of the West December 2005 - January 2012
Bingham McCutchen May 2005 - December 2005
Union Bank of California January 1999 - May 2005
Gold Bennett and Cera LLP July 1993 - January 1999
Skills
Public Speaking, Negotiation, Mediation, Teaching, Writing, Technical Writing, Legal Research, Banking, Litigation, Compliance, Policy, Analysis, Risk Management, Contract Negotiation, SOX, Process Improvement, Research, Financial Risk, Risk Assessment, Project Management, Internal Audit, Finance, AML, KYC, OFAC
Education
ABA Intermediate Compliance School 2009 — 2009
Certificate, Banking regulation
ABA National Compliance School 2008 — 2008
Diploma, Banking regulatory compliance
Golden Gate University 2001 — 2003
Master of Science, Finance
San Francisco State University 2000 — 2001
Master of Science in Finance, Business
St. Mary's College of California 1991 — 1992
Paralegal Certificate, Law
University of California, Los Angeles 1975 — 1979
Psychobiology
Santa Monica High School 1973 — 1975
Diploma, University Preparatory
Patelco Credit Union March 2014 - Present
Wells Fargo Bank February 2014 - March 2014
Bank of the West July 2013 - November 2013
Wolters Kluwer Financial Services November 2012 - June 2013
GeoVera Holdings, Inc. April 2012 - November 2012
Bank of the West December 2005 - January 2012
Bingham McCutchen May 2005 - December 2005
Union Bank of California January 1999 - May 2005
Gold Bennett and Cera LLP July 1993 - January 1999
Skills
Public Speaking, Negotiation, Mediation, Teaching, Writing, Technical Writing, Legal Research, Banking, Litigation, Compliance, Policy, Analysis, Risk Management, Contract Negotiation, SOX, Process Improvement, Research, Financial Risk, Risk Assessment, Project Management, Internal Audit, Finance, AML, KYC, OFAC
Education
ABA Intermediate Compliance School 2009 — 2009
Certificate, Banking regulation
ABA National Compliance School 2008 — 2008
Diploma, Banking regulatory compliance
Golden Gate University 2001 — 2003
Master of Science, Finance
San Francisco State University 2000 — 2001
Master of Science in Finance, Business
St. Mary's College of California 1991 — 1992
Paralegal Certificate, Law
University of California, Los Angeles 1975 — 1979
Psychobiology
Santa Monica High School 1973 — 1975
Diploma, University Preparatory
Amy Downey Amy Downey's Wolters Kluwer Financial Services Experience January 2015 - Present
Job Product Manager & Regulatory Expert, Consumer Compliance at Wolters Kluwer Financial Services
Industry Financial Services
Experience
Wolters Kluwer Financial Services January 2015 - Present
Wolters Kluwer Financial Services March 2013 - Present
Wolters Kluwer Financial Services January 2010 - March 2013
Wolters Kluwer Financial Services December 2006 - January 2010
EverBank January 2004 - December 2006
EverBank (formerly known November 2002 - December 2006
Alliance Mortgage Company November 2000 - November 2002
Alliance Mortgage Company February 1999 - October 2001
Alliance Mortgage Company July 1998 - February 1999
Alliance Mortgage Company October 1997 - July 1998
Education
Florida Coastal School of Law 1997 — 2000
Degree: Juris Doctor
Flagler College 1990 — 1993
Degree: Bachelor or Arts
Johns & Associates, University of North Florida
Wolters Kluwer Financial Services January 2015 - Present
Wolters Kluwer Financial Services March 2013 - Present
Wolters Kluwer Financial Services January 2010 - March 2013
Wolters Kluwer Financial Services December 2006 - January 2010
EverBank January 2004 - December 2006
EverBank (formerly known November 2002 - December 2006
Alliance Mortgage Company November 2000 - November 2002
Alliance Mortgage Company February 1999 - October 2001
Alliance Mortgage Company July 1998 - February 1999
Alliance Mortgage Company October 1997 - July 1998
Education
Florida Coastal School of Law 1997 — 2000
Degree: Juris Doctor
Flagler College 1990 — 1993
Degree: Bachelor or Arts
Johns & Associates, University of North Florida
Garry Marquiss's Wolters Kluwer Financial Services Experience 2007 - Present
Job National Account Executive at Wolters Kluwer Financial Services
Industry Financial Services
Experience
Wolters Kluwer Financial Services 2007 - Present
Curomax 2004 - 2007
National City Bank 2002 - 2004
M&I Dealer Finance 1997 - 2003
Skills
Loans, Sales & Marketing..., Commercial Lending, Risk Management, Financial Analysis, Customer Acquisition, Customer Retention, Financial Modeling, Sales Management, Operations Management, Sales, Sales Process, Credit Analysis, Selling, Strategy, Finance, Strategic Partnerships, Salesforce.com, Underwriting, Competitive Analysis, Executive Management, Consumer Lending, Mortgage Lending, Credit Risk, Business Planning, Lead Generation, Forecasting, CRM, Pricing, Leadership, P&L Management, B2B, Sales Operations, Analytics, Solution Selling, Mortgage Banking, Start-ups, Negotiation, Business Strategy, Team Building, Management, Product Marketing, Profit, Direct Sales, Customer Satisfaction, Process Improvement, Cross-functional Team..., Segmentation, Loan Origination, SaaS
Education
Indiana University - Kelley School of Business 1978 — 1980
MBA, Finance and Marketing
Indiana University Bloomington 1972 — 1976
AB, Biological Sciences
Wolters Kluwer Financial Services 2007 - Present
Curomax 2004 - 2007
National City Bank 2002 - 2004
M&I Dealer Finance 1997 - 2003
Skills
Loans, Sales & Marketing..., Commercial Lending, Risk Management, Financial Analysis, Customer Acquisition, Customer Retention, Financial Modeling, Sales Management, Operations Management, Sales, Sales Process, Credit Analysis, Selling, Strategy, Finance, Strategic Partnerships, Salesforce.com, Underwriting, Competitive Analysis, Executive Management, Consumer Lending, Mortgage Lending, Credit Risk, Business Planning, Lead Generation, Forecasting, CRM, Pricing, Leadership, P&L Management, B2B, Sales Operations, Analytics, Solution Selling, Mortgage Banking, Start-ups, Negotiation, Business Strategy, Team Building, Management, Product Marketing, Profit, Direct Sales, Customer Satisfaction, Process Improvement, Cross-functional Team..., Segmentation, Loan Origination, SaaS
Education
Indiana University - Kelley School of Business 1978 — 1980
MBA, Finance and Marketing
Indiana University Bloomington 1972 — 1976
AB, Biological Sciences
Dr. Mark W. Dundee Dr. Mark W. Dundee's Wolters Kluwer Financial Services Experience 1996 - Present
Job Western Region Division Leader Benefit Advisory Services & Compliance at Towers Watson
Industry Management Consulting
Experience
Towers Watson August 2010 - Present
State of California April 2010 - Present
Wolters Kluwer Financial Services 1996 - Present
Buck Consultants July 1996 - August 2010
VER 1990 - 2010
Towers Watson October 1992 - July 1997
KPMG May 1988 - October 1992
Skills
Mergers, Fundraising, Employee Benefits, Non-profits, Compliance, Entrepreneurship, Executive Pay, Due Diligence, Private Equity, Strategic Partnerships, Business Strategy, Leadership, Mergers & Acquisitions, Change Management, ERISA, Finance, Corporate Governance, Strategy, Financial Services, Start-ups, Budgets, Business Development, Executive Management, Outsourcing, Risk Management, Nonprofits
Education
Harvard Law School 2009 — 2010
LLF, Law & Leadership
Massachusetts Institute of Technology - Sloan School of Management 2008 — 2009
Post-Graduate Degree, Global Strategy and Innovation
University of Pennsylvania - The Wharton School 2006 — 2008
Post-Graduate Degree, Securities & Capital Markets
University of St. Andrews 2006 — 2007
Post-Graduate Degree in Terrorism Studies, Military Strategic Intelligence
University of Leicester School of Law (UK) 2002 — 2004
LLM, European Union Law
Pepperdine University Graduate School 1997 — 2000
Ed.D., Education
Harvard University, John F. Kennedy School of Government 1998 — 1998
Diploma, Behavioral Finance
University of San Diego School of Law 1987 — 1989
LLM & Law Diploma, Taxation
Thomas Jefferson School of Law 1987 — 1988
Diploma, Law
University of San Diego 1986 — 1988
M.A., International Relations
Towers Watson August 2010 - Present
State of California April 2010 - Present
Wolters Kluwer Financial Services 1996 - Present
Buck Consultants July 1996 - August 2010
VER 1990 - 2010
Towers Watson October 1992 - July 1997
KPMG May 1988 - October 1992
Skills
Mergers, Fundraising, Employee Benefits, Non-profits, Compliance, Entrepreneurship, Executive Pay, Due Diligence, Private Equity, Strategic Partnerships, Business Strategy, Leadership, Mergers & Acquisitions, Change Management, ERISA, Finance, Corporate Governance, Strategy, Financial Services, Start-ups, Budgets, Business Development, Executive Management, Outsourcing, Risk Management, Nonprofits
Education
Harvard Law School 2009 — 2010
LLF, Law & Leadership
Massachusetts Institute of Technology - Sloan School of Management 2008 — 2009
Post-Graduate Degree, Global Strategy and Innovation
University of Pennsylvania - The Wharton School 2006 — 2008
Post-Graduate Degree, Securities & Capital Markets
University of St. Andrews 2006 — 2007
Post-Graduate Degree in Terrorism Studies, Military Strategic Intelligence
University of Leicester School of Law (UK) 2002 — 2004
LLM, European Union Law
Pepperdine University Graduate School 1997 — 2000
Ed.D., Education
Harvard University, John F. Kennedy School of Government 1998 — 1998
Diploma, Behavioral Finance
University of San Diego School of Law 1987 — 1989
LLM & Law Diploma, Taxation
Thomas Jefferson School of Law 1987 — 1988
Diploma, Law
University of San Diego 1986 — 1988
M.A., International Relations
Chad Freund's Wolters Kluwer Financial Services Experience April 2006 - Present
Job Account Executive at Wolters Kluwer Financial Services
Industry Financial Services
Experience
Wolters Kluwer Financial Services April 2006 - Present
Apple Computer 2000 - 2005
Coleman 1998 - 2000
Pi Kappa Phi 1997 - 1998
Skills
Salesforce.com, Account Management, Customer Service, Sales Process, Solution Selling, New Business Development, Process Improvement, B2B, Strategic Planning, Banking, Customer Relations, Competitive Analysis, Team Building, Contract Negotiation, Problem Solving, Budgeting, Compliance, Team Leadership, Forecasting, Microsoft Office, Business Process..., Analysis, SAP CRM, Lean Six Sigma, Training
Education
Friends University 2015 — 2017
Master of Management Information Systems, Management Information Systems, General
Kansas State University 1992 — 1997
Bachelor of Arts (BA)
Wolters Kluwer Financial Services April 2006 - Present
Apple Computer 2000 - 2005
Coleman 1998 - 2000
Pi Kappa Phi 1997 - 1998
Skills
Salesforce.com, Account Management, Customer Service, Sales Process, Solution Selling, New Business Development, Process Improvement, B2B, Strategic Planning, Banking, Customer Relations, Competitive Analysis, Team Building, Contract Negotiation, Problem Solving, Budgeting, Compliance, Team Leadership, Forecasting, Microsoft Office, Business Process..., Analysis, SAP CRM, Lean Six Sigma, Training
Education
Friends University 2015 — 2017
Master of Management Information Systems, Management Information Systems, General
Kansas State University 1992 — 1997
Bachelor of Arts (BA)
David Cotterman David Cotterman's Wolters Kluwer Financial Services Experience April 2005 - August 2011
Job Director Information Technology at ATK Sporting Group
Industry Consumer Goods
Experience
ATK - Sporting Division September 2013 - Present
Target August 2011 - August 2013
Wolters Kluwer Financial Services April 2005 - August 2011
Brady Corporation 2002 - 2005
Spherion 2000 - 2002
HighJump Software (formerly Data Collection Systems, Inc) 1998 - 2000
Northwest Airlines 1994 - 1998
Skills
SDLC, Quality Assurance, Integration, Vendor Management, Agile Methodologies, Team Building, Business Process..., Change Management, Product Development, Requirements Analysis, Waterfall, Strategic Planning, SaaS, Agile Project Management, SQL, Software Development, Business Analysis, Enterprise Software, Software Quality..., Leadership, Product Management, E-commerce, Scrum, Cross-functional Team..., Management, Visio, Microsoft SQL Server, Process Improvement, XML, Software Project..., Program Management, SharePoint, Release Management, Requirements Gathering, Team Leadership, Project Management, Business Intelligence
Education
Saint Cloud State University - G.R. Herberger College of Business 2006 — 2008
MBA
Kent State University 1987 — 1991
Criminal Justice, Pre-Law
Metropolitan State University
B.A., Computer Information Systems
ATK - Sporting Division September 2013 - Present
Target August 2011 - August 2013
Wolters Kluwer Financial Services April 2005 - August 2011
Brady Corporation 2002 - 2005
Spherion 2000 - 2002
HighJump Software (formerly Data Collection Systems, Inc) 1998 - 2000
Northwest Airlines 1994 - 1998
Skills
SDLC, Quality Assurance, Integration, Vendor Management, Agile Methodologies, Team Building, Business Process..., Change Management, Product Development, Requirements Analysis, Waterfall, Strategic Planning, SaaS, Agile Project Management, SQL, Software Development, Business Analysis, Enterprise Software, Software Quality..., Leadership, Product Management, E-commerce, Scrum, Cross-functional Team..., Management, Visio, Microsoft SQL Server, Process Improvement, XML, Software Project..., Program Management, SharePoint, Release Management, Requirements Gathering, Team Leadership, Project Management, Business Intelligence
Education
Saint Cloud State University - G.R. Herberger College of Business 2006 — 2008
MBA
Kent State University 1987 — 1991
Criminal Justice, Pre-Law
Metropolitan State University
B.A., Computer Information Systems
Connie Morgan's Wolters Kluwer Financial Services Experience March 2000 - August 2015
Job Sales Executive at Symitar a Jack Henry & Associates Company
Industry Banking
Experience
Symitar a Jack Henry & Associates Company August 2015 - Present
Wolters Kluwer Financial Services March 2000 - August 2015
CSC Credit Services February 1995 - February 2000
Blue Cross and Blue Shield of Texas February 1992 - March 1995
TRW March 1985 - February 1992
Skills
Sales Presentations, B2B, Banking, Financial Risk, Salesforce.com, Strategic Partnerships, Lead Generation, Account Management, Direct Sales, Sales Process, Leadership, Contract Negotiation, New Business Development, Financial Services, Strategic Planning, Solution Selling, Selling, SaaS, Risk Management, Credit, Strategy, Customer Retention, CRM, Sales, Team Building, Process Improvement
Education
Louisiana Tech University 1975 — 1978
Bachelor’s Degree
Bastrop High School 1972 — 1975
Symitar a Jack Henry & Associates Company August 2015 - Present
Wolters Kluwer Financial Services March 2000 - August 2015
CSC Credit Services February 1995 - February 2000
Blue Cross and Blue Shield of Texas February 1992 - March 1995
TRW March 1985 - February 1992
Skills
Sales Presentations, B2B, Banking, Financial Risk, Salesforce.com, Strategic Partnerships, Lead Generation, Account Management, Direct Sales, Sales Process, Leadership, Contract Negotiation, New Business Development, Financial Services, Strategic Planning, Solution Selling, Selling, SaaS, Risk Management, Credit, Strategy, Customer Retention, CRM, Sales, Team Building, Process Improvement
Education
Louisiana Tech University 1975 — 1978
Bachelor’s Degree
Bastrop High School 1972 — 1975
Dan Grey Dan Grey's Wolters Kluwer Financial Services Experience September 2009 - Present
Job Finance, Risk & Compliance, Wolters Kluwer Financial Services
Industry Insurance
Experience
Wolters Kluwer Financial Services September 2009 - Present
Wolters Kluwer Financial Services January 2008 - September 2010
Wolters Kluwer Financial Services January 2001 - December 2007
Uniform Information Services May 1993 - January 2001
CNA Insurance March 1988 - May 1993
Crum & Forster June 1982 - March 1988
Skills
New Business Development, Budget, Sales Management, Project Planning, Marketing Strategy, Insurance, Underwriting, Process Improvement, Analysis, Sales, Product Development, Presentations, Management, Sales Operations, Account Management, Strategy, Forecasting, Marketing, Risk Management, Property & Casualty..., Budgets
Education
Grove City College 1978 — 1982
BA
Wolters Kluwer Financial Services September 2009 - Present
Wolters Kluwer Financial Services January 2008 - September 2010
Wolters Kluwer Financial Services January 2001 - December 2007
Uniform Information Services May 1993 - January 2001
CNA Insurance March 1988 - May 1993
Crum & Forster June 1982 - March 1988
Skills
New Business Development, Budget, Sales Management, Project Planning, Marketing Strategy, Insurance, Underwriting, Process Improvement, Analysis, Sales, Product Development, Presentations, Management, Sales Operations, Account Management, Strategy, Forecasting, Marketing, Risk Management, Property & Casualty..., Budgets
Education
Grove City College 1978 — 1982
BA
Briana (Buckley) Peña's Wolters Kluwer Financial Services Experience February 2011 - August 2011
Job Marketing Professional | Career Development | Community Relations
Industry Government Administration
Experience
Commonwealth of Massachusetts- Career Center of Lowell August 2013 - Present
Middlesex Community College January 2014 - Present
BB Communications May 2009 - December 2014
IvyMedia Corp. GotoBus.com / TakeTours.com June 2013 - August 2013
Evologie June 2012 - June 2013
Staples October 2011 - January 2012
eMarketing4us May 2009 - October 2011
Wolters Kluwer Financial Services February 2011 - August 2011
LUK, Inc February 2010 - February 2011
Anjali Forber-Pratt January 2009 - March 2010
Skills
Community Development, Social Media Marketing, Facebook, Marketing, Recruiting, Career Development, Relationship Marketing, Community Relations, Career Counseling, Customer Engagement, Public Relations, Email Marketing, Customer Service, Leadership, Community Outreach, Team Building, Integrated Marketing, Public Speaking, Event Management, Microsoft Office, Nonprofits, Marketing Communications, Sales
Education
Lasell College 2009 — 2010
Masters of Science, Integrated Marketing Communications
Worcester State College 2005 — 2009
Bachelors of Science, Communication; Public Communications
Saint Bernard's High School 2001 — 2005
High School Diploma
Commonwealth of Massachusetts- Career Center of Lowell August 2013 - Present
Middlesex Community College January 2014 - Present
BB Communications May 2009 - December 2014
IvyMedia Corp. GotoBus.com / TakeTours.com June 2013 - August 2013
Evologie June 2012 - June 2013
Staples October 2011 - January 2012
eMarketing4us May 2009 - October 2011
Wolters Kluwer Financial Services February 2011 - August 2011
LUK, Inc February 2010 - February 2011
Anjali Forber-Pratt January 2009 - March 2010
Skills
Community Development, Social Media Marketing, Facebook, Marketing, Recruiting, Career Development, Relationship Marketing, Community Relations, Career Counseling, Customer Engagement, Public Relations, Email Marketing, Customer Service, Leadership, Community Outreach, Team Building, Integrated Marketing, Public Speaking, Event Management, Microsoft Office, Nonprofits, Marketing Communications, Sales
Education
Lasell College 2009 — 2010
Masters of Science, Integrated Marketing Communications
Worcester State College 2005 — 2009
Bachelors of Science, Communication; Public Communications
Saint Bernard's High School 2001 — 2005
High School Diploma
Keith Coulon's Wolters Kluwer Financial Services Experience February 2007 - November 2009
Job Sales Manager at Team Toyota
Industry Automotive
Experience
Team Toyota January 2013 - Present
All Star Automotive Group November 2009 - January 2013
Wolters Kluwer Financial Services February 2007 - November 2009
Royal Nissan February 2002 - February 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, Customer Satisfaction, Inventory Management, Negotiation, Sales, Team Building, Vehicles, Sales Process
Education
Louisiana State University 1991 — 1996
General Studies
Tara High School 1987 — 1991
Team Toyota January 2013 - Present
All Star Automotive Group November 2009 - January 2013
Wolters Kluwer Financial Services February 2007 - November 2009
Royal Nissan February 2002 - February 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, Customer Satisfaction, Inventory Management, Negotiation, Sales, Team Building, Vehicles, Sales Process
Education
Louisiana State University 1991 — 1996
General Studies
Tara High School 1987 — 1991
Dana McCluskey Dana McCluskey's Wolters Kluwer Financial Services Experience January 2008 - March 2013
Job Legal Professional
Industry Insurance
Experience
Wolters Kluwer Financial Services January 2008 - March 2013
Liberty Mutual Insurance Company April 2007 - October 2007
Liberty Mutual Insurance Company June 1995 - December 2006
Travelers Insurance Company October 1991 - May 1994
Aetna Life & Casualty Company November 1988 - October 1991
Skills
Insurance, Property & Casualty..., Legal Research Skills, Legal Compliance, Document Review, Organization, Multi Tasking, Information Gathering, Resourceful..., Motivated self-starter, Prioritize Workload, Document Management, Legal Research
Education
The Insurance Institute of America
Program in General Insurance
Hartford College for Women
Certificate of Paralegal Studies
Hartwick College
Bachelor of Science (B.S.), Anthropology
Wolters Kluwer Financial Services January 2008 - March 2013
Liberty Mutual Insurance Company April 2007 - October 2007
Liberty Mutual Insurance Company June 1995 - December 2006
Travelers Insurance Company October 1991 - May 1994
Aetna Life & Casualty Company November 1988 - October 1991
Skills
Insurance, Property & Casualty..., Legal Research Skills, Legal Compliance, Document Review, Organization, Multi Tasking, Information Gathering, Resourceful..., Motivated self-starter, Prioritize Workload, Document Management, Legal Research
Education
The Insurance Institute of America
Program in General Insurance
Hartford College for Women
Certificate of Paralegal Studies
Hartwick College
Bachelor of Science (B.S.), Anthropology
Rich Solomon Rich Solomon's Wolters Kluwer Financial Services Experience April 2015 - Present
Job Implementation Consultant at Wolters Kluwer Financial Services
Industry Information Technology and Services
Experience
Wolters Kluwer Financial Services April 2015 - Present
Ecolab October 2014 - Present
Various businesses June 2012 - September 2014
Wells Fargo Home Mortgage February 2013 - August 2014
Synovis Surgical Innovations, a division of Baxter Healthcare August 2005 - June 2012
Thiele Technologies June 1997 - August 2005
Skills
Microsoft SQL Server, Business Requirements, Requirements Analysis, English grammar, Information Technology, ERP, QAD, MAPICS, Crystal Reports, Business Objects, ASQ Member, Business Analysis, Mapics, Software Development, Integration, Project Management, Cross-functional Team...
Education
Macalester College 1980 — 1984
Bachelor of Arts (BA), Cultural Anthropology
Wolters Kluwer Financial Services April 2015 - Present
Ecolab October 2014 - Present
Various businesses June 2012 - September 2014
Wells Fargo Home Mortgage February 2013 - August 2014
Synovis Surgical Innovations, a division of Baxter Healthcare August 2005 - June 2012
Thiele Technologies June 1997 - August 2005
Skills
Microsoft SQL Server, Business Requirements, Requirements Analysis, English grammar, Information Technology, ERP, QAD, MAPICS, Crystal Reports, Business Objects, ASQ Member, Business Analysis, Mapics, Software Development, Integration, Project Management, Cross-functional Team...
Education
Macalester College 1980 — 1984
Bachelor of Arts (BA), Cultural Anthropology
Nancy Chilcote's Wolters Kluwer Financial Services Experience 2006 - 2012
Job Director Sales at TerraNua
Industry Computer Software
Experience
TerraNua (MyComplianceOffice) 2013 - Present
Wolters Kluwer Financial Services 2006 - 2012
Waterfield January 2002 - July 2005
Skills
Loans, Product Management, Competitive Analysis, Financial Services, New Business Development, Sales Management, Business Strategy, Sales, Risk Management, Solution Selling, Financial Risk, Customer Service, Compliance, CRM, Sales Process, Salesforce.com, Lead Generation, B2B, Account Management, Sales Presentations, Enterprise Software, Marketing Strategy, Business Development, Financial Markets, Cross-functional Team..., Product Marketing, Strategic Partnerships, SaaS, Cloud Computing
Education
Indiana Wesleyan University 2007 — 2011
TerraNua (MyComplianceOffice) 2013 - Present
Wolters Kluwer Financial Services 2006 - 2012
Waterfield January 2002 - July 2005
Skills
Loans, Product Management, Competitive Analysis, Financial Services, New Business Development, Sales Management, Business Strategy, Sales, Risk Management, Solution Selling, Financial Risk, Customer Service, Compliance, CRM, Sales Process, Salesforce.com, Lead Generation, B2B, Account Management, Sales Presentations, Enterprise Software, Marketing Strategy, Business Development, Financial Markets, Cross-functional Team..., Product Marketing, Strategic Partnerships, SaaS, Cloud Computing
Education
Indiana Wesleyan University 2007 — 2011
Catherine Saad's Wolters Kluwer Financial Services Experience September 2008 - November 2012
Job Account Executive, Web Fraud Sales at Trusteer (IBM Security)
Industry Computer Software
Experience
Trusteer (IBM Security) April 2015 - Present
Trusteer November 2012 - Present
Wolters Kluwer Financial Services September 2008 - November 2012
Fidelity Investments September 2005 - August 2008
Skills
Financial Services, Account Management, Business Analysis, Banking, Management Consulting, Mutual Funds, Forecasting, Salesforce.com, Financial Risk, Securities, Risk Management, Leadership, Business Development, Professional Services, Management, Strategic Partnerships, Analytics, New Business Development, Strategy, Solution Selling, Competitive Analysis, Relationship Management, Customer Service..., Analysis, Sales, SaaS
Education
Massachusetts College of Liberal Arts 2001 — 2005
Business Administration, Marketing
Trusteer (IBM Security) April 2015 - Present
Trusteer November 2012 - Present
Wolters Kluwer Financial Services September 2008 - November 2012
Fidelity Investments September 2005 - August 2008
Skills
Financial Services, Account Management, Business Analysis, Banking, Management Consulting, Mutual Funds, Forecasting, Salesforce.com, Financial Risk, Securities, Risk Management, Leadership, Business Development, Professional Services, Management, Strategic Partnerships, Analytics, New Business Development, Strategy, Solution Selling, Competitive Analysis, Relationship Management, Customer Service..., Analysis, Sales, SaaS
Education
Massachusetts College of Liberal Arts 2001 — 2005
Business Administration, Marketing
Prinna Boudreau Prinna Boudreau's Wolters Kluwer Financial Services Experience February 2012 - Present
Job Technical Writer at Wolters Kluwer Financial Services
Industry Writing and Editing
Experience
Wolters Kluwer Financial Services February 2012 - Present
Faith's Lodge July 2011 - Present
Minnesota State University, Mankato September 2006 - Present
The Moth November 2012 - November 2012
The Navvo Group June 2010 - October 2010
Katolight Corporation June 2006 - February 2010
James Tower 2003 - 2004
cMore Medical Solutions aka ProVation Medical 1998 - 2002
Skills
Marketing, Copywriting, Marketing Communications, Social Media, Email Marketing, Editing, Corporate Communications, Public Speaking, Blogging, Event Planning, Project Management
Education
Minnesota State University, Mankato 2002 — 2006
MA, English, Technical Communications
Gustavus Adolphus College 1993 — 1997
BA, Communication Studies
Wolters Kluwer Financial Services February 2012 - Present
Faith's Lodge July 2011 - Present
Minnesota State University, Mankato September 2006 - Present
The Moth November 2012 - November 2012
The Navvo Group June 2010 - October 2010
Katolight Corporation June 2006 - February 2010
James Tower 2003 - 2004
cMore Medical Solutions aka ProVation Medical 1998 - 2002
Skills
Marketing, Copywriting, Marketing Communications, Social Media, Email Marketing, Editing, Corporate Communications, Public Speaking, Blogging, Event Planning, Project Management
Education
Minnesota State University, Mankato 2002 — 2006
MA, English, Technical Communications
Gustavus Adolphus College 1993 — 1997
BA, Communication Studies
Michael Charney Michael Charney's Wolters Kluwer Financial Services Experience May 2015 - Present
Job Sr. Director, Professional Services at Wolters Kluwer Financial Services
Industry Information Technology and Services
Experience
Wolters Kluwer Financial Services May 2015 - Present
Charney Coaching & Consulting December 2010 - May 2015
Thomson Reuters ClearForest July 2003 - December 2010
Kamoon March 2002 - July 2003
Molloy Group/Serviceware February 1995 - September 2001
Skills
Team Building, Strategic Planning, Coaching, Social Media, Public Speaking, Sales, Social Media Marketing, Research, Negotiation, Change Management, Marketing, Leadership Development, Marketing Strategy, Project Management, Management, Human Resources, Account Management, Product Marketing, Succession Planning, Team Management, Recruiting, Business Analysis, Management Consulting, Program Management, Strategy, Training, Public Relations, Leadership, CRM, Start-ups, Social Networking, Organizational..., Professional Services, Entrepreneurship
Education
William Paterson University of New Jersey 1989 — 1993
MA, English
University of California, Berkeley 1975 — 1980
AB, Psychology
Iona College
Coursework, Computer Science
Wolters Kluwer Financial Services May 2015 - Present
Charney Coaching & Consulting December 2010 - May 2015
Thomson Reuters ClearForest July 2003 - December 2010
Kamoon March 2002 - July 2003
Molloy Group/Serviceware February 1995 - September 2001
Skills
Team Building, Strategic Planning, Coaching, Social Media, Public Speaking, Sales, Social Media Marketing, Research, Negotiation, Change Management, Marketing, Leadership Development, Marketing Strategy, Project Management, Management, Human Resources, Account Management, Product Marketing, Succession Planning, Team Management, Recruiting, Business Analysis, Management Consulting, Program Management, Strategy, Training, Public Relations, Leadership, CRM, Start-ups, Social Networking, Organizational..., Professional Services, Entrepreneurship
Education
William Paterson University of New Jersey 1989 — 1993
MA, English
University of California, Berkeley 1975 — 1980
AB, Psychology
Iona College
Coursework, Computer Science
Diane Blasius-Brown Diane Blasius-Brown's Wolters Kluwer Financial Services Experience 2007 - 2012
Job US eLearning Project Manager, UNICORN TRAINING GROUP, Bournemouth, UK
Industry Financial Services
Experience
Unicorn Training Group, Bournmouth, UK 2012 - 2014
Wolters Kluwer Financial Services 2007 - 2012
DBBConsulting, Inc 2004 - 2007
CONSECO FINANCE CORP 2001 - 2003
ALLIANT FOODSERVICE, Deerfield, IL 1997 - 1999
HOUSEHOLD INTERNATIONAL 1989 - 1996
Skills
E-learning, Instructional Design, Learning Management, Vendor Management, Leadership Development, Change Management, Organizational..., Performance Management, Program Management, Process Improvement, Needs Analysis, Performance Improvement, Blended Learning, Product Management, Cross-functional Team..., Curriculum Design, Problem Solving, Customer Service, Budgeting, Analysis, Content Management, E-Learning, Leadership, Management, Project Management, Strategy, CRM, Business Development, Staff Development, Business Strategy, Content Development, ADDIE
Education
University of St. Thomas
Graduate Certificate Program (in progress), Organization Development and Learning
Minnesota State University, Mankato
Masters of Science, Business Education
University of Minnesota-Twin Cities
Bachelors of Science
Iowa State University
Bachelors of Science
Unicorn Training Group, Bournmouth, UK 2012 - 2014
Wolters Kluwer Financial Services 2007 - 2012
DBBConsulting, Inc 2004 - 2007
CONSECO FINANCE CORP 2001 - 2003
ALLIANT FOODSERVICE, Deerfield, IL 1997 - 1999
HOUSEHOLD INTERNATIONAL 1989 - 1996
Skills
E-learning, Instructional Design, Learning Management, Vendor Management, Leadership Development, Change Management, Organizational..., Performance Management, Program Management, Process Improvement, Needs Analysis, Performance Improvement, Blended Learning, Product Management, Cross-functional Team..., Curriculum Design, Problem Solving, Customer Service, Budgeting, Analysis, Content Management, E-Learning, Leadership, Management, Project Management, Strategy, CRM, Business Development, Staff Development, Business Strategy, Content Development, ADDIE
Education
University of St. Thomas
Graduate Certificate Program (in progress), Organization Development and Learning
Minnesota State University, Mankato
Masters of Science, Business Education
University of Minnesota-Twin Cities
Bachelors of Science
Iowa State University
Bachelors of Science
Kerry Ronquillo's Wolters Kluwer Financial Services Experience 1999 - 2003
Job Sr. Director of Business Development at Suntell
Industry Banking
Experience
Suntell May 2003 - Present
Bankers Systems 1999 - 2003
Wolters Kluwer Financial Services 1999 - 2003
US Bank 1996 - 1999
Army National Guard 1987 - 1995
Skills
Banking, Solution Selling, Sales Process, Sales Management, Strategic Partnerships, Strategic Planning, Consumer Lending, New Business Development, Loan Origination, SaaS, Loans, Portfolio Management, Customer Retention, B2B, Small Business, Selling, Sales, Account Management, Risk Management, Credit, Team Building, Loan Servicing, Credit Analysis, Commercial Banking, Lead Generation, Direct Sales, Executive Management, Underwriting, Financial Services, Credit Risk, Leadership, Customer Acquisition, Business Planning, Strategy, Business Development, Mortgage Lending, CRM, Start-ups, Sales Presentations, Commercial Lending, Enterprise Software, Relationship Management, Business Relationship..., Payments
Education
Kansas State University 1988 — 1992
BS, Sociology
Suntell May 2003 - Present
Bankers Systems 1999 - 2003
Wolters Kluwer Financial Services 1999 - 2003
US Bank 1996 - 1999
Army National Guard 1987 - 1995
Skills
Banking, Solution Selling, Sales Process, Sales Management, Strategic Partnerships, Strategic Planning, Consumer Lending, New Business Development, Loan Origination, SaaS, Loans, Portfolio Management, Customer Retention, B2B, Small Business, Selling, Sales, Account Management, Risk Management, Credit, Team Building, Loan Servicing, Credit Analysis, Commercial Banking, Lead Generation, Direct Sales, Executive Management, Underwriting, Financial Services, Credit Risk, Leadership, Customer Acquisition, Business Planning, Strategy, Business Development, Mortgage Lending, CRM, Start-ups, Sales Presentations, Commercial Lending, Enterprise Software, Relationship Management, Business Relationship..., Payments
Education
Kansas State University 1988 — 1992
BS, Sociology
Donna Kowalewski Donna Kowalewski's Wolters Kluwer Financial Services Experience 1989 - 2006
Job Vice President Chief Compliance Officer at Bank of Birmingham
Industry Banking
Experience
Bank of Birmingham December 2014 - Present
Sterling Bank & Trust March 2008 - December 2014
Comerica January 2006 - March 2008
Wolters Kluwer Financial Services 1989 - 2006
Skills
Microsoft Office, AML, Banking, Mortgage Lending, Mortgage Banking, Strategic Planning, Consumer Lending, Financial Risk, Credit, Bank Secrecy Act, Commercial Banking, Loans, Commercial Lending, Risk Management, Fraud, Retail Banking, Loan Origination
Education
American Banker's Association (ABA) 2009 — 2009
CRCM, Certified Regulatory Compliance Manager
Macomb Community College
Legal Assistant/Paralegal
Bank of Birmingham December 2014 - Present
Sterling Bank & Trust March 2008 - December 2014
Comerica January 2006 - March 2008
Wolters Kluwer Financial Services 1989 - 2006
Skills
Microsoft Office, AML, Banking, Mortgage Lending, Mortgage Banking, Strategic Planning, Consumer Lending, Financial Risk, Credit, Bank Secrecy Act, Commercial Banking, Loans, Commercial Lending, Risk Management, Fraud, Retail Banking, Loan Origination
Education
American Banker's Association (ABA) 2009 — 2009
CRCM, Certified Regulatory Compliance Manager
Macomb Community College
Legal Assistant/Paralegal
Vikas Rai Sharma's Wolters Kluwer Financial Services Experience August 2004 - November 2006
Job Vice President Risk Financial Crimes Technology at Bank of America
Industry Financial Services
Experience
Bank of America July 2013 - Present
Citi July 2011 - December 2012
Omnicom Media Group February 2011 - June 2011
Fujifilm October 2010 - January 2011
HarperCollins Publishers March 2010 - September 2010
New York Power Authority March 2009 - March 2010
Pfizer Pharmaceuticals December 2006 - December 2008
Wolters Kluwer Financial Services August 2004 - November 2006
HCL Technologies August 2002 - August 2004
Network Programs (earlier known as Enpro India Ltd) February 1998 - July 2002
Skills
Vendor Management, Project Management, Web Content Management, Business Process..., Process Improvement, Cross-functional Team..., Executive Reporting, SOA, SDLC, PMO, SharePoint, Full SDLC, Requirements Analysis, Technical Leadership, Software Documentation, Solution Architecture, Business Analysis, IT Strategy, Consulting, Integration, Long-term Customer...
Education
Kurukshetra University 1996 — 1998
Masters of Technology (M.Tech), Computer Science and Software Engineering
Kurukshetra University 1994 — 1996
Master of Science (MS), Mathematics
Kurukshetra University 1991 — 1994
Bachelor of Science (BS), Computer Science, Physics, Mathematics
SMB Gita School Kurukshetra
Bank of America July 2013 - Present
Citi July 2011 - December 2012
Omnicom Media Group February 2011 - June 2011
Fujifilm October 2010 - January 2011
HarperCollins Publishers March 2010 - September 2010
New York Power Authority March 2009 - March 2010
Pfizer Pharmaceuticals December 2006 - December 2008
Wolters Kluwer Financial Services August 2004 - November 2006
HCL Technologies August 2002 - August 2004
Network Programs (earlier known as Enpro India Ltd) February 1998 - July 2002
Skills
Vendor Management, Project Management, Web Content Management, Business Process..., Process Improvement, Cross-functional Team..., Executive Reporting, SOA, SDLC, PMO, SharePoint, Full SDLC, Requirements Analysis, Technical Leadership, Software Documentation, Solution Architecture, Business Analysis, IT Strategy, Consulting, Integration, Long-term Customer...
Education
Kurukshetra University 1996 — 1998
Masters of Technology (M.Tech), Computer Science and Software Engineering
Kurukshetra University 1994 — 1996
Master of Science (MS), Mathematics
Kurukshetra University 1991 — 1994
Bachelor of Science (BS), Computer Science, Physics, Mathematics
SMB Gita School Kurukshetra
Amber Payne, PHR's Wolters Kluwer Financial Services Experience July 2015 - Present
Job Field Rep at Wolters Kluwer Financial Services
Industry Financial Services
Experience
Wolters Kluwer Financial Services July 2015 - Present
ADP January 2013 - July 2015
Enterprise Fleet Management October 2011 - January 2013
MPAY Inc February 2011 - October 2011
Paychex June 2003 - February 2011
Skills
Sales Operations, Sales, Cold Calling, New Business Development, Sales Management, Sales Presentations, B2B, Salesforce.com, Business Development, Management, Selling, Account Management, Employee Training, Territory Planning, Employee Benefits, Leadership, SaaS, Customer Retention, Marketing, Sales Process, Recruiting, Payroll, Lead Generation, Training, Outsourcing, Needs Analysis, Objection Handling, Strategic Analysis, Value-based Selling, Value Based Selling, Building Relationships, Marketing Strategy, Human Resources, Talent Management, Solution Selling, Financial Analysis, Leadership Development, CRM, PEO, Contract Negotiation, Team Building
Education
University of North Florida
Bachelor of Science in Health, Nutrition/Dietetics
Florida State University 1993 — 1995
Bachelors of Science, Fitness & Nutrition
Wolters Kluwer Financial Services July 2015 - Present
ADP January 2013 - July 2015
Enterprise Fleet Management October 2011 - January 2013
MPAY Inc February 2011 - October 2011
Paychex June 2003 - February 2011
Skills
Sales Operations, Sales, Cold Calling, New Business Development, Sales Management, Sales Presentations, B2B, Salesforce.com, Business Development, Management, Selling, Account Management, Employee Training, Territory Planning, Employee Benefits, Leadership, SaaS, Customer Retention, Marketing, Sales Process, Recruiting, Payroll, Lead Generation, Training, Outsourcing, Needs Analysis, Objection Handling, Strategic Analysis, Value-based Selling, Value Based Selling, Building Relationships, Marketing Strategy, Human Resources, Talent Management, Solution Selling, Financial Analysis, Leadership Development, CRM, PEO, Contract Negotiation, Team Building
Education
University of North Florida
Bachelor of Science in Health, Nutrition/Dietetics
Florida State University 1993 — 1995
Bachelors of Science, Fitness & Nutrition
Mrinal Kumar Mrinal Kumar's Wolters Kluwer Financial Services Experience July 2013 - July 2014
Job Graduate Teaching Assistant at Georgia Institute of Technology
Industry Computer Software
Experience
Georgia Institute of Technology January 2015 - Present
ADP June 2015 - August 2015
Wolters Kluwer Financial Services July 2013 - July 2014
BMC Software August 2012 - June 2013
Amdocs June 2011 - February 2013
Skills
C, C++, Python, NLTK, SQL, Agile Methodologies, Natural Language..., Machine Learning, Artificial Intelligence, Matlab, Eclipse, Robotics, C# 4.0, Silverlight, MySQL, Linux, Java, Microsoft Office, JavaScript, HTML
Education
Georgia Institute of Technology 2014 — 2016
Master's degree, Computer Science
University of Pune 2009 — 2013
Bachelor of Engineering (B.E.), Computer Engineering
Georgia Institute of Technology January 2015 - Present
ADP June 2015 - August 2015
Wolters Kluwer Financial Services July 2013 - July 2014
BMC Software August 2012 - June 2013
Amdocs June 2011 - February 2013
Skills
C, C++, Python, NLTK, SQL, Agile Methodologies, Natural Language..., Machine Learning, Artificial Intelligence, Matlab, Eclipse, Robotics, C# 4.0, Silverlight, MySQL, Linux, Java, Microsoft Office, JavaScript, HTML
Education
Georgia Institute of Technology 2014 — 2016
Master's degree, Computer Science
University of Pune 2009 — 2013
Bachelor of Engineering (B.E.), Computer Engineering
Alyssa Wilson's Wolters Kluwer Financial Services Experience September 2014 - Present
Job Content Production Specialist at Wolters Kluwer Financial Services
Industry Publishing
Experience
Wolters Kluwer Financial Services September 2014 - Present
M&R Consultants Corporation (MRCC) March 2012 - September 2014
Manchester Community College January 2012 - May 2012
Hobblebush Books December 2011 - March 2012
Staples 2011 - 2012
Skills
Proofreading, Editing, Copy Editing, E-Learning, Microsoft Office, Content Development, Project Coordination, Project Management, Publishing, Corporate Communications, Process Improvement, Client Co-ordination, Communication, Cross-functional..., Internal Communications, Management, PowerPoint, Public Speaking, Research, Social Media, Social Networking, Microsoft Excel, Documentum, Quality Assurance
Education
Keene State College 2008 — 2011
Bachelor of Arts (B.A.), English
Manchester Central High School 2005 — 2008
High School Diploma
Wolters Kluwer Financial Services September 2014 - Present
M&R Consultants Corporation (MRCC) March 2012 - September 2014
Manchester Community College January 2012 - May 2012
Hobblebush Books December 2011 - March 2012
Staples 2011 - 2012
Skills
Proofreading, Editing, Copy Editing, E-Learning, Microsoft Office, Content Development, Project Coordination, Project Management, Publishing, Corporate Communications, Process Improvement, Client Co-ordination, Communication, Cross-functional..., Internal Communications, Management, PowerPoint, Public Speaking, Research, Social Media, Social Networking, Microsoft Excel, Documentum, Quality Assurance
Education
Keene State College 2008 — 2011
Bachelor of Arts (B.A.), English
Manchester Central High School 2005 — 2008
High School Diploma
Jay Levine Jay Levine's Wolters Kluwer Financial Services Experience November 2004 - November 2008
Job Chief Operations Officer, North America at Allianz Global Assistance
Industry Insurance
Experience
Allianz Global Assistance October 2014 - Present
Allianz Global Assistance December 2012 - December 2014
Independent Consultant November 2011 - November 2012
Blue Cross Blue Shield of Minnesota November 2008 - November 2011
Wolters Kluwer Financial Services November 2004 - November 2008
The Thomson Corporation April 1995 - November 2004
TASC 1992 - 1995
AGS Federal Systems 1988 - 1992
Recognition Equipment Inc 1986 - 1988
VTLS 1984 - 1986
Skills
IT Strategy, Enterprise Architecture, Strategy, Software Development, Program Management, IT Operations, SDLC, Business Analysis, IT Management, Management, Integration, Vendor Management, Enterprise Software, Analysis, IT Outsourcing, Business Strategy, Product Management, Business Development, Product Development, Software Project..., Leadership, Mergers & Acquisitions, Due Diligence, Outsourcing, B2C
Education
University of Minnesota-Twin Cities 2001 — 2003
Master's Degree, Management of Technology
George Mason University 1991 — 1996
MS, Information Systems/Software Systems Engineering
University of Maryland University College 1986 — 1991
BS, Computer and Information Science
Allianz Global Assistance October 2014 - Present
Allianz Global Assistance December 2012 - December 2014
Independent Consultant November 2011 - November 2012
Blue Cross Blue Shield of Minnesota November 2008 - November 2011
Wolters Kluwer Financial Services November 2004 - November 2008
The Thomson Corporation April 1995 - November 2004
TASC 1992 - 1995
AGS Federal Systems 1988 - 1992
Recognition Equipment Inc 1986 - 1988
VTLS 1984 - 1986
Skills
IT Strategy, Enterprise Architecture, Strategy, Software Development, Program Management, IT Operations, SDLC, Business Analysis, IT Management, Management, Integration, Vendor Management, Enterprise Software, Analysis, IT Outsourcing, Business Strategy, Product Management, Business Development, Product Development, Software Project..., Leadership, Mergers & Acquisitions, Due Diligence, Outsourcing, B2C
Education
University of Minnesota-Twin Cities 2001 — 2003
Master's Degree, Management of Technology
George Mason University 1991 — 1996
MS, Information Systems/Software Systems Engineering
University of Maryland University College 1986 — 1991
BS, Computer and Information Science
Stacey Hadler Stacey Hadler's Wolters Kluwer Financial Services Experience 2015 - Present
Job Digital Marketing Manager at Wolters Kluwer Financial Services
Industry Internet
Experience
Wolters Kluwer Financial Services 2015 - Present
Wolters Kluwer Financial Services January 2014 - June 2015
Wolters Kluwer Financial Services February 2001 - December 2013
ComMark, Inc. March 2000 - December 2001
Skills
XHTML, Web Development, Dreamweaver, CSS, Adobe Creative Suite, JavaScript, Graphic Design, Photoshop, ASP, XML, Content Management, SharePoint, E-commerce, Salesforce.com, Brochures, Email Marketing, Lead Generation, Marketing Automation, Databases, Financial Services, Web Analytics, SEO, Digital Marketing, SEM, Integrated Marketing, Social Media, Web Content Management
Education
Mayville State University 1997 — 2001
Bachelor of Science (BS)
Mayville State University 1997 — 2001
Bachelor of Science (BS)
Wolters Kluwer Financial Services 2015 - Present
Wolters Kluwer Financial Services January 2014 - June 2015
Wolters Kluwer Financial Services February 2001 - December 2013
ComMark, Inc. March 2000 - December 2001
Skills
XHTML, Web Development, Dreamweaver, CSS, Adobe Creative Suite, JavaScript, Graphic Design, Photoshop, ASP, XML, Content Management, SharePoint, E-commerce, Salesforce.com, Brochures, Email Marketing, Lead Generation, Marketing Automation, Databases, Financial Services, Web Analytics, SEO, Digital Marketing, SEM, Integrated Marketing, Social Media, Web Content Management
Education
Mayville State University 1997 — 2001
Bachelor of Science (BS)
Mayville State University 1997 — 2001
Bachelor of Science (BS)
Neil Theisen Neil Theisen's Wolters Kluwer Financial Services Experience September 2011 - July 2015
Job Realtor at Weichert Realtors Tower Properties
Industry Real Estate
Experience
Weichert Realtors - Tower Properties January 2014 - Present
Wolters Kluwer Financial Services September 2011 - July 2015
Viking Coca-Cola April 2008 - September 2011
Anderson Trucking Service June 2006 - March 2008
ING Direct June 2005 - June 2006
Skills
Sales, Customer Service, Account Management, Selling, Salesforce.com, Strategic Planning, Strategy, Marketing, New Business Development, Customer Satisfaction, Negotiation, Direct Sales, Process Improvement, Microsoft Office, Banking, SAP CRM, Sales Process, First Time Home Buyers, First Time Home Sellers, Real Estate Marketing, Real Estate Transactions, Contract Negotiation, Foreclosures
Education
Luther College 2003 — 2005
B.A., Business Management
Vermilion Community College 2001 — 2002
Apollo
Weichert Realtors - Tower Properties January 2014 - Present
Wolters Kluwer Financial Services September 2011 - July 2015
Viking Coca-Cola April 2008 - September 2011
Anderson Trucking Service June 2006 - March 2008
ING Direct June 2005 - June 2006
Skills
Sales, Customer Service, Account Management, Selling, Salesforce.com, Strategic Planning, Strategy, Marketing, New Business Development, Customer Satisfaction, Negotiation, Direct Sales, Process Improvement, Microsoft Office, Banking, SAP CRM, Sales Process, First Time Home Buyers, First Time Home Sellers, Real Estate Marketing, Real Estate Transactions, Contract Negotiation, Foreclosures
Education
Luther College 2003 — 2005
B.A., Business Management
Vermilion Community College 2001 — 2002
Apollo
Brian Kappler Brian Kappler's Wolters Kluwer Financial Services Experience January 2008 - November 2009
Job North America Sales Director
Industry Financial Services
Experience
CardinalCommerce December 2013 - Present
GR8 Reps January 2013 - December 2013
Quatrro June 2012 - January 2013
Panini North America November 2009 - June 2012
Wolters Kluwer Financial Services January 2008 - November 2009
UCC Direct a WoltersKluwer Company October 2004 - January 2008
Cheryl & Co. August 2003 - September 2004
Payment Processing Inc September 2001 - August 2003
CheckFree Corporation November 1995 - September 2001
Skills
Payment Card Processing, Mobile Payments, Payment Services, Electronic Payments, Fraud, Key Account Management, Account Management, Financial Risk, Senior level..., Sales, Sales Management, Sales Presentation..., Salesforce.com, Check 21, Remote Deposit Capture, New Business Development, Solution Selling, E-commerce, Relationship Management, Business Development, Leadership, Financial Services, CRM, Management, Strategic Partnerships, B2B, Direct Sales, Payments, Sales Operations, Analytics, Customer Retention
Education
Marshall University 1978 — 1980
CardinalCommerce December 2013 - Present
GR8 Reps January 2013 - December 2013
Quatrro June 2012 - January 2013
Panini North America November 2009 - June 2012
Wolters Kluwer Financial Services January 2008 - November 2009
UCC Direct a WoltersKluwer Company October 2004 - January 2008
Cheryl & Co. August 2003 - September 2004
Payment Processing Inc September 2001 - August 2003
CheckFree Corporation November 1995 - September 2001
Skills
Payment Card Processing, Mobile Payments, Payment Services, Electronic Payments, Fraud, Key Account Management, Account Management, Financial Risk, Senior level..., Sales, Sales Management, Sales Presentation..., Salesforce.com, Check 21, Remote Deposit Capture, New Business Development, Solution Selling, E-commerce, Relationship Management, Business Development, Leadership, Financial Services, CRM, Management, Strategic Partnerships, B2B, Direct Sales, Payments, Sales Operations, Analytics, Customer Retention
Education
Marshall University 1978 — 1980
Kevin Dwyer's Wolters Kluwer Financial Services Experience February 2011 - March 2014
Job Business Technology Analyst at Boston Financial Data Services
Industry Financial Services
Experience
Wolters Kluwer Financial Services February 2011 - March 2014
State Street 2009 - December 2010
State Street November 2006 - February 2009
State Street January 2001 - November 2006
Mellon Bank 1992 - 1997
Skills
Requirements Analysis, Business Analysis, Risk, Securities, Timely, Trust Accounting, Corporate Actions, Fund Accounting, Conversions, Data Mapping, Functional..., User Acceptance Testing, Data Integrity, Requirements Gathering, Performance Attribution, Project Plans, Mutual Funds, Regulatory Reporting, Market Data, Settlement, Business Systems, Business Requirements, Bloomberg, Settlements, Process Flow, Business Rules, Fixed Income, Deliverables, Back Office, Performance Measurement, SDLC, AML, Derivatives, Asset Management, Leading Projects, Banking, Management, Middle Office, Project Management, Risk Management, Equities, FX Options, Analysis, Fund Administration, Leadership, SQL, Financial Markets, Global Custody, Vendor Management, Business Process...
Education
Massachusetts College of Liberal Arts 1987 — 1989
Business
BSI
Weymouth High
Wolters Kluwer Financial Services February 2011 - March 2014
State Street 2009 - December 2010
State Street November 2006 - February 2009
State Street January 2001 - November 2006
Mellon Bank 1992 - 1997
Skills
Requirements Analysis, Business Analysis, Risk, Securities, Timely, Trust Accounting, Corporate Actions, Fund Accounting, Conversions, Data Mapping, Functional..., User Acceptance Testing, Data Integrity, Requirements Gathering, Performance Attribution, Project Plans, Mutual Funds, Regulatory Reporting, Market Data, Settlement, Business Systems, Business Requirements, Bloomberg, Settlements, Process Flow, Business Rules, Fixed Income, Deliverables, Back Office, Performance Measurement, SDLC, AML, Derivatives, Asset Management, Leading Projects, Banking, Management, Middle Office, Project Management, Risk Management, Equities, FX Options, Analysis, Fund Administration, Leadership, SQL, Financial Markets, Global Custody, Vendor Management, Business Process...
Education
Massachusetts College of Liberal Arts 1987 — 1989
Business
BSI
Weymouth High
Tammy Tofteroo Tammy Tofteroo's Wolters Kluwer Financial Services Experience November 1993 - Present
Job Service Account Specialist at CT Corporation
Industry Financial Services
Experience
CT Corporation September 2015 - Present
Wolters Kluwer Financial Services November 1993 - Present
Skills
Salesforce.com, Banking, Risk Management, Credit, B2B, Process Improvement, Management, Account Management, Corporate Law, Business Analysis
Education
Northeastern University 2004 — 2004
Paralegal Certification
Massachusetts College of Liberal Arts 1989 — 1993
Bachelor of Arts (B.A.)
Brockton High
Brockton High
CT Corporation September 2015 - Present
Wolters Kluwer Financial Services November 1993 - Present
Skills
Salesforce.com, Banking, Risk Management, Credit, B2B, Process Improvement, Management, Account Management, Corporate Law, Business Analysis
Education
Northeastern University 2004 — 2004
Paralegal Certification
Massachusetts College of Liberal Arts 1989 — 1993
Bachelor of Arts (B.A.)
Brockton High
Brockton High
Amy Ness Amy Ness's Wolters Kluwer Financial Services Experience March 2004 - May 2005
Job Senior Manager Data Mgmt at Capital One
Industry Banking
Experience
Capital One 2013 - Present
ING DIRECT\Capital One 2011 - 2013
ING DIRECT\Capital One May 2006 - August 2011
ING DIRECT\Capital One 2005 - 2006
Wolters Kluwer Financial Services March 2004 - May 2005
St. Paul Travelers May 1999 - March 2004
Skills
Project Management, Agile Project Management, People Management, Relationship Building, Agile Methodologies, Process Improvement, SDLC, Requirements Gathering, Business Analysis, Banking, Software Project..., Data Warehousing, Business Intelligence, Vendor Management, Business Requirements, Requirements Analysis, ETL, SQL, User Acceptance Testing, Relationship Management
Education
St. Cloud State University - Herberger Business School
Masters in Business Administration
St. Cloud State University - Herberger Business School
B.S., Computer Information Systems
Mesa Community College
Associate of Arts (AA), Business
Capital One 2013 - Present
ING DIRECT\Capital One 2011 - 2013
ING DIRECT\Capital One May 2006 - August 2011
ING DIRECT\Capital One 2005 - 2006
Wolters Kluwer Financial Services March 2004 - May 2005
St. Paul Travelers May 1999 - March 2004
Skills
Project Management, Agile Project Management, People Management, Relationship Building, Agile Methodologies, Process Improvement, SDLC, Requirements Gathering, Business Analysis, Banking, Software Project..., Data Warehousing, Business Intelligence, Vendor Management, Business Requirements, Requirements Analysis, ETL, SQL, User Acceptance Testing, Relationship Management
Education
St. Cloud State University - Herberger Business School
Masters in Business Administration
St. Cloud State University - Herberger Business School
B.S., Computer Information Systems
Mesa Community College
Associate of Arts (AA), Business
Rick Kosar's Wolters Kluwer Financial Services Experience May 2006 - January 2011
Job Enterprise Technical Account Manager at Bullhorn
Industry Information Technology and Services
Experience
Bullhorn March 2014 - Present
ADP January 2011 - February 2014
Wolters Kluwer Financial Services May 2006 - January 2011
JPMorgan 2004 - 2006
Fidelity Investments January 2004 - September 2004
Thomson Reuters September 2003 - January 2004
Protegent Inc. October 2002 - June 2003
Mantas January 2001 - October 2002
SRA International June 2000 - January 2001
Duquesne Light Company May 1999 - May 2000
Skills
SDLC, Requirements Gathering, Enterprise IT Strategy, Agile Methodologies, Enterprise Account..., Strategic Partnerships, Business Analysis, User Acceptance Testing, Requirements Analysis, CRM, SQL, Long-term Customer..., Professional Services, Oracle, Integration, Product Management, Testing, Enterprise Software, Business Requirements, Software Project..., Software Implementation, Quality Assurance, Product Demonstration, Requirements Management, Technical Product..., Product Planning, SaaS, Business Process..., IT Strategy, Salesforce.com, HRIS, Financial Services, MS Project, APIs, HCM Processes & Forms, Professional Services...
Education
Indiana University of Pennsylvania
Bachelor of Science (B.S.)
The University of Texas at Austin 2013 — 2013
Certified Business Analysis Professional (CBAP)
Norwin
Bullhorn March 2014 - Present
ADP January 2011 - February 2014
Wolters Kluwer Financial Services May 2006 - January 2011
JPMorgan 2004 - 2006
Fidelity Investments January 2004 - September 2004
Thomson Reuters September 2003 - January 2004
Protegent Inc. October 2002 - June 2003
Mantas January 2001 - October 2002
SRA International June 2000 - January 2001
Duquesne Light Company May 1999 - May 2000
Skills
SDLC, Requirements Gathering, Enterprise IT Strategy, Agile Methodologies, Enterprise Account..., Strategic Partnerships, Business Analysis, User Acceptance Testing, Requirements Analysis, CRM, SQL, Long-term Customer..., Professional Services, Oracle, Integration, Product Management, Testing, Enterprise Software, Business Requirements, Software Project..., Software Implementation, Quality Assurance, Product Demonstration, Requirements Management, Technical Product..., Product Planning, SaaS, Business Process..., IT Strategy, Salesforce.com, HRIS, Financial Services, MS Project, APIs, HCM Processes & Forms, Professional Services...
Education
Indiana University of Pennsylvania
Bachelor of Science (B.S.)
The University of Texas at Austin 2013 — 2013
Certified Business Analysis Professional (CBAP)
Norwin
Dennis Harris's Wolters Kluwer Financial Services Experience April 2011 - August 2012
Job CoFounder, COO & CFO at Patheer
Industry Information Technology and Services
Experience
Patheer January 2013 - Present
Tryumph Foundation, Inc. February 2012 - Present
EMC August 2012 - December 2012
College Miner January 2010 - December 2012
Wolters Kluwer Financial Services April 2011 - August 2012
Los Angeles Dodgers June 2007 - August 2007
WellPoint September 2006 - January 2007
Los Angeles Dodgers May 2006 - August 2006
Education
Indiana University - Kelley School of Business 2007 — 2008
Master of Science, Accounting
University of Notre Dame 2004 — 2006
Bachelor of Business Administration, Finance
Simi Valley HS
Patheer January 2013 - Present
Tryumph Foundation, Inc. February 2012 - Present
EMC August 2012 - December 2012
College Miner January 2010 - December 2012
Wolters Kluwer Financial Services April 2011 - August 2012
Los Angeles Dodgers June 2007 - August 2007
WellPoint September 2006 - January 2007
Los Angeles Dodgers May 2006 - August 2006
Education
Indiana University - Kelley School of Business 2007 — 2008
Master of Science, Accounting
University of Notre Dame 2004 — 2006
Bachelor of Business Administration, Finance
Simi Valley HS
Keith Carbonneau Keith Carbonneau's Wolters Kluwer Financial Services Experience January 2014 - Present
Job Software Product Support Specialist
Industry Computer Software
Experience
Wolters Kluwer Financial Services January 2014 - Present
Ektron April 2011 - July 2013
Instant Technologies May 2007 - April 2011
C Perry and Company December 2006 - May 2007
Alana December 2005 - July 2006
Sam's September 2002 - January 2004
Skills
HTML, ColdFusion, JavaScript, ASP.NET, IIS, Agile Methodologies, .NET, XML, Microsoft SQL Server, Flash, Cloud Computing, Databases, C#, jQuery, CSS, Access, Visual Basic, Software Project..., System Administration, Windows Server, VMware, SDLC, VB.NET, Active Directory, Java, CMS, Visual Studio, Web Services, TFS, Windows, SSRS, SharePoint, Web Applications, LINQ, WCF, Software Development, T-SQL, MySQL
Education
Keene State College
Bachelor of Science, Computer Science
Wolters Kluwer Financial Services January 2014 - Present
Ektron April 2011 - July 2013
Instant Technologies May 2007 - April 2011
C Perry and Company December 2006 - May 2007
Alana December 2005 - July 2006
Sam's September 2002 - January 2004
Skills
HTML, ColdFusion, JavaScript, ASP.NET, IIS, Agile Methodologies, .NET, XML, Microsoft SQL Server, Flash, Cloud Computing, Databases, C#, jQuery, CSS, Access, Visual Basic, Software Project..., System Administration, Windows Server, VMware, SDLC, VB.NET, Active Directory, Java, CMS, Visual Studio, Web Services, TFS, Windows, SSRS, SharePoint, Web Applications, LINQ, WCF, Software Development, T-SQL, MySQL
Education
Keene State College
Bachelor of Science, Computer Science
Sheree Sweney Sheree Sweney's Wolters Kluwer Financial Services Experience April 1993 - Present
Job Software Application Specialist at Wolters Kluwer Financial Services
Industry Financial Services
Experience
Wolters Kluwer Financial Services April 1993 - Present
Skills
Consumer Lending, Consumer Mortgage, Commercial Lending, Commercial Mortgage, Deposits, Software Documentation, SAP CRM, Customer Service, Analysis, Customer Relations, PeopleSoft, Salesforce.com, SharePoint, Microsoft Excel, Microsoft Word, GoToAssist
Education
St. Cloud State University 1981 — 1983
Graphic Design
St. Cloud State University 1979 — 1981
Photographic Engineering Technology
Mesa Community College 1974 — 1975
General Studies
Wolters Kluwer Financial Services April 1993 - Present
Skills
Consumer Lending, Consumer Mortgage, Commercial Lending, Commercial Mortgage, Deposits, Software Documentation, SAP CRM, Customer Service, Analysis, Customer Relations, PeopleSoft, Salesforce.com, SharePoint, Microsoft Excel, Microsoft Word, GoToAssist
Education
St. Cloud State University 1981 — 1983
Graphic Design
St. Cloud State University 1979 — 1981
Photographic Engineering Technology
Mesa Community College 1974 — 1975
General Studies
Torry Riggan Torry Riggan's Wolters Kluwer Financial Services Experience November 2011 - Present
Job Senior Accountant at Wolters Kluwer Financial Services
Industry Accounting
Experience
Wolters Kluwer Financial Services November 2011 - Present
Pepsi Beverages Company May 2011 - August 2011
CaLn Group, Inc December 2009 - January 2011
Apollo Management, L.P. October 2003 - June 2009
Jeff Richardson & Hutchinson CPA January 2002 - October 2003
PricewaterhouseCoopers LLP January 2000 - December 2002
IBM March 1998 - January 2000
Skills
Financial Reporting, General Ledger, Accounting
Education
Iona College 1996 — 2001
Bachelor, Accounting
Wolters Kluwer Financial Services November 2011 - Present
Pepsi Beverages Company May 2011 - August 2011
CaLn Group, Inc December 2009 - January 2011
Apollo Management, L.P. October 2003 - June 2009
Jeff Richardson & Hutchinson CPA January 2002 - October 2003
PricewaterhouseCoopers LLP January 2000 - December 2002
IBM March 1998 - January 2000
Skills
Financial Reporting, General Ledger, Accounting
Education
Iona College 1996 — 2001
Bachelor, Accounting
Dan Siampaus Dan Siampaus's Wolters Kluwer Financial Services Experience August 1985 - July 2003
Job Senior Account Executive at Jack Henry & Associates
Industry Banking
Experience
Jack Henry & Associates July 2003 - Present
Wolters Kluwer Financial Services August 1985 - July 2003
Skills
Solution Selling, Sales Process, Account Management, SaaS, Lead Generation, Direct Sales, Sales Management, Strategic Partnerships, Banking, Sales, Strategic Planning, Enterprise Software
Education
Marquette University 1981 — 1983
BS, Business
Jack Henry & Associates July 2003 - Present
Wolters Kluwer Financial Services August 1985 - July 2003
Skills
Solution Selling, Sales Process, Account Management, SaaS, Lead Generation, Direct Sales, Sales Management, Strategic Partnerships, Banking, Sales, Strategic Planning, Enterprise Software
Education
Marquette University 1981 — 1983
BS, Business
Ronald Paulson's Wolters Kluwer Financial Services Experience September 2014 - Present
Job Product Manager Settlement Services at Wolters Kluwer Financial Services
Industry Information Services
Experience
Wolters Kluwer Financial Services September 2014 - Present
Wolters Kluwer February 2009 - September 2014
Ameriprise Financial Services, Inc. October 2005 - February 2009
Ameriprise Financial Services, Inc. March 2004 - October 2005
Ameriprise Financial Services, Inc. January 2004 - March 2004
Charter Communications June 2002 - December 2003
Charter Communications May 2000 - June 2002
Skills
Business Analysis, Project Coordination, Requirements Gathering, Business Process..., CSS, SDLC, User Acceptance Testing, Quality Assurance, Analysis, Software Implementation, Consultative Services, SWOT analysis, Requirements Analysis, Financial Services, Business Process Mapping, Use Case Analysis, Agile Methodologies, Technical Documentation, Software Quality..., PHP, XHTML, SQL, JavaScript, XML, XPath, Java, VBA, SharePoint
Education
University of Saint Thomas 2011 — 2013
Master of Business Administration
Metropolitan State University 2005 — 2007
BA, Computer Information Systems
Wolters Kluwer Financial Services September 2014 - Present
Wolters Kluwer February 2009 - September 2014
Ameriprise Financial Services, Inc. October 2005 - February 2009
Ameriprise Financial Services, Inc. March 2004 - October 2005
Ameriprise Financial Services, Inc. January 2004 - March 2004
Charter Communications June 2002 - December 2003
Charter Communications May 2000 - June 2002
Skills
Business Analysis, Project Coordination, Requirements Gathering, Business Process..., CSS, SDLC, User Acceptance Testing, Quality Assurance, Analysis, Software Implementation, Consultative Services, SWOT analysis, Requirements Analysis, Financial Services, Business Process Mapping, Use Case Analysis, Agile Methodologies, Technical Documentation, Software Quality..., PHP, XHTML, SQL, JavaScript, XML, XPath, Java, VBA, SharePoint
Education
University of Saint Thomas 2011 — 2013
Master of Business Administration
Metropolitan State University 2005 — 2007
BA, Computer Information Systems
Cheri Sizemore Cheri Sizemore's Wolters Kluwer Financial Services Experience May 2006 - October 2009
Job Computer Instructor at Community Center
Industry Financial Services
Experience
Community Center March 2010 - Present
Wolters Kluwer Financial Services May 2006 - October 2009
SIRVA 2001 - 2001
Skills
Process Improvement, Customer Service, Excel, Problem Solving, Word, PowerPoint, Outlook, Documentation, Access, Team Leadership, SharePoint, Mentoring, Office Management, Microsoft Office 2007, Public Speaking, Computer Instruction, Team Building, Supervisory Skills, Training, Call Centers, Visio, Microsoft Excel, XP, Software Documentation, Leadership, Windows 7, Technical Writing, Administration, Data Analysis, Troubleshooting, System Administration, Customer Satisfaction, Quality Assurance, Windows, Time Management, Program Management, Data Entry, Microsoft Office, Microsoft Word
Education
Ivy Tech Community College 1998 — 1998
Business Administration
Dale Carnegie 1993 — 1993
Communications
International Business College, Fort Wayne, Indiana 1986 — 1986
Certificate, Business
Community Center March 2010 - Present
Wolters Kluwer Financial Services May 2006 - October 2009
SIRVA 2001 - 2001
Skills
Process Improvement, Customer Service, Excel, Problem Solving, Word, PowerPoint, Outlook, Documentation, Access, Team Leadership, SharePoint, Mentoring, Office Management, Microsoft Office 2007, Public Speaking, Computer Instruction, Team Building, Supervisory Skills, Training, Call Centers, Visio, Microsoft Excel, XP, Software Documentation, Leadership, Windows 7, Technical Writing, Administration, Data Analysis, Troubleshooting, System Administration, Customer Satisfaction, Quality Assurance, Windows, Time Management, Program Management, Data Entry, Microsoft Office, Microsoft Word
Education
Ivy Tech Community College 1998 — 1998
Business Administration
Dale Carnegie 1993 — 1993
Communications
International Business College, Fort Wayne, Indiana 1986 — 1986
Certificate, Business
Laura Messer's Wolters Kluwer Financial Services Experience March 2009 - June 2011
Job Executive Director at Trafficking Hope
Industry Nonprofit Organization Management
Experience
Trafficking Hope June 2011 - Present
Wolters Kluwer Financial Services March 2009 - June 2011
Committee to Elect Lee Domingue November 2008 - March 2009
John Kennedy for US Senate May 2008 - November 2008
Woody Jenkins for Congress March 2008 - May 2008
Bobby Jindal Transition and Inaugural Team October 2007 - March 2008
Friends of Bobby Jindal August 2007 - October 2007
Education
Louisiana State University 2002 — 2007
Bachelor of Arts, Communication Studies
Trafficking Hope June 2011 - Present
Wolters Kluwer Financial Services March 2009 - June 2011
Committee to Elect Lee Domingue November 2008 - March 2009
John Kennedy for US Senate May 2008 - November 2008
Woody Jenkins for Congress March 2008 - May 2008
Bobby Jindal Transition and Inaugural Team October 2007 - March 2008
Friends of Bobby Jindal August 2007 - October 2007
Education
Louisiana State University 2002 — 2007
Bachelor of Arts, Communication Studies
Danny Willis Danny Willis's Wolters Kluwer Financial Services Experience February 2008 - June 2012
Job Business Development & Consulting at Alliance Marketing Associates, LLC
Industry Financial Services
Experience
Alliance Marketing Associates, LLC February 2014 - Present
Allstate Insurance Company June 2012 - January 2014
Wolters Kluwer Financial Services February 2008 - June 2012
GE Money Bank 2005 - 2008
Cendant Marketing Group 1998 - 2005
Skills
Leadership, Business Development..., Growth Strategies, Recruiting, Staff Development, Strategic Planning, Business Strategy, Sales
Education
Louisiana Tech University 1991 — 1994
Bachelor of Science, Business Management
University of South Carolina-Columbia 1989 — 1991
Alliance Marketing Associates, LLC February 2014 - Present
Allstate Insurance Company June 2012 - January 2014
Wolters Kluwer Financial Services February 2008 - June 2012
GE Money Bank 2005 - 2008
Cendant Marketing Group 1998 - 2005
Skills
Leadership, Business Development..., Growth Strategies, Recruiting, Staff Development, Strategic Planning, Business Strategy, Sales
Education
Louisiana Tech University 1991 — 1994
Bachelor of Science, Business Management
University of South Carolina-Columbia 1989 — 1991
Eric Dahlke's Wolters Kluwer Financial Services Experience 2003 - 2006
Job
Industry Computer Software
Experience
Pegasystems 2015 - Present
Axway 2014 - 2015
HP Autonomy 2011 - 2013
Nirvana Solutions 2009 - 2011
Eze Castle Integration 2007 - 2009
SunGard 2006 - 2007
Wolters Kluwer Financial Services 2003 - 2006
Morgan Stanley 1992 - 2003
Skills
Sales Management, Compliance, Strategic Partnerships, Solution Selling, Relationship Management, Salesforce.com, Enterprise Software, Business Process..., Management, Start-ups, Sales, Business Development, Cloud Computing, Professional Services, CRM, SaaS, Integration, Marketing, Selling, Product Management, Sales Process, Business Strategy, Direct Sales, Lead Generation, Software Industry, Strategy, Go-to-market Strategy, Business Alliances, Managed Services, Account Management, Sales Operations, Consulting, Competitive Analysis, New Business Development, Product Marketing, Analytics, Sales Enablement, Business Intelligence, Executive Management, International Sales, Demand Generation, Partner Management, Cold Calling, Sales Presentations, Pre-sales, Complex Sales, Data Center, Outsourcing, Mobile Devices
Education
San Diego State University-California State University
Bachelor of Science, Finance
Golden Gate University
Masters of Arts, International Affairs
American College of Switzerland
Pegasystems 2015 - Present
Axway 2014 - 2015
HP Autonomy 2011 - 2013
Nirvana Solutions 2009 - 2011
Eze Castle Integration 2007 - 2009
SunGard 2006 - 2007
Wolters Kluwer Financial Services 2003 - 2006
Morgan Stanley 1992 - 2003
Skills
Sales Management, Compliance, Strategic Partnerships, Solution Selling, Relationship Management, Salesforce.com, Enterprise Software, Business Process..., Management, Start-ups, Sales, Business Development, Cloud Computing, Professional Services, CRM, SaaS, Integration, Marketing, Selling, Product Management, Sales Process, Business Strategy, Direct Sales, Lead Generation, Software Industry, Strategy, Go-to-market Strategy, Business Alliances, Managed Services, Account Management, Sales Operations, Consulting, Competitive Analysis, New Business Development, Product Marketing, Analytics, Sales Enablement, Business Intelligence, Executive Management, International Sales, Demand Generation, Partner Management, Cold Calling, Sales Presentations, Pre-sales, Complex Sales, Data Center, Outsourcing, Mobile Devices
Education
San Diego State University-California State University
Bachelor of Science, Finance
Golden Gate University
Masters of Arts, International Affairs
American College of Switzerland
Ingrid Holcomb, CPC's Wolters Kluwer Financial Services Experience October 2009 - July 2014
Job
Industry Professional Training & Coaching
Experience
EarthShare New England September 2014 - December 2014
Wolters Kluwer Financial Services October 2009 - July 2014
Contract work April 2005 - February 2011
Verizon 1996 - 2005
Education
iPEC (Institute for Professional Excellence in Coaching) 2011 — 2012
Corporate Coaching
Massachusetts School of Professional Psychology 2008 — 2009
Graduate Certificate Program, Executive Coaching
University of Southern California
Certificate in Management Effectiveness
Wittenberg University
BA, American Studies/Communications
EarthShare New England September 2014 - December 2014
Wolters Kluwer Financial Services October 2009 - July 2014
Contract work April 2005 - February 2011
Verizon 1996 - 2005
Education
iPEC (Institute for Professional Excellence in Coaching) 2011 — 2012
Corporate Coaching
Massachusetts School of Professional Psychology 2008 — 2009
Graduate Certificate Program, Executive Coaching
University of Southern California
Certificate in Management Effectiveness
Wittenberg University
BA, American Studies/Communications
David Roover's Wolters Kluwer Financial Services Experience 1999 - 2002
Job Sales and Business Development Executive Financial Services Technology
Industry Capital Markets
Experience
The Debt Exchange January 2011 - Present
The Debt Exchange April 2006 - December 2010
First Marblehead Corp 2004 - 2005
Lewtan Technologies 2002 - 2004
Wolters Kluwer Financial Services 1999 - 2002
State Street 1997 - 1999
Fannie Mae 1996 - 1997
Midland Loan Services, a PNC Real Estate business 1992 - 1996
KPMG 1988 - 1991
Skills
Product Management, Business Analysis, Competitive Analysis, Requirements Gathering, Capital Markets, Strategy, Sales, Program Management, Contract Negotiation, Business Development, SaaS, Start-ups, Strategic Partnerships, CRM, Leadership, Portfolio Management, Project Management, Risk Management, Business Strategy, Cross-functional Team..., Valuation, Business Planning, Enterprise Software, Banking, Mergers & Acquisitions
Education
Georgetown University - The McDonough School of Business 1991 — 1993
MBA
Tufts University 1984 — 1988
BA
The Debt Exchange January 2011 - Present
The Debt Exchange April 2006 - December 2010
First Marblehead Corp 2004 - 2005
Lewtan Technologies 2002 - 2004
Wolters Kluwer Financial Services 1999 - 2002
State Street 1997 - 1999
Fannie Mae 1996 - 1997
Midland Loan Services, a PNC Real Estate business 1992 - 1996
KPMG 1988 - 1991
Skills
Product Management, Business Analysis, Competitive Analysis, Requirements Gathering, Capital Markets, Strategy, Sales, Program Management, Contract Negotiation, Business Development, SaaS, Start-ups, Strategic Partnerships, CRM, Leadership, Portfolio Management, Project Management, Risk Management, Business Strategy, Cross-functional Team..., Valuation, Business Planning, Enterprise Software, Banking, Mergers & Acquisitions
Education
Georgetown University - The McDonough School of Business 1991 — 1993
MBA
Tufts University 1984 — 1988
BA
Kristina Kulle's Wolters Kluwer Financial Services Experience March 2007 - September 2009
Job Senior Transfer Pricing Consultant at Ernst & Young
Industry Accounting
Experience
Ernst & Young May 2013 - Present
CCH, a Wolters Kluwer business September 2009 - May 2013
Wolters Kluwer Financial Services March 2007 - September 2009
Internal Revenue Service Office of Chief Counsel January 2006 - May 2006
Skills
Analysis, Research, Business Analysis, Legal Writing, International Tax, Transfer Pricing, Corporate Actions, Comparative Law, Tax Reporting, Administrative Law, International Tax..., International Law, Tax Law, Income Tax, Tax Advisory, Tax, Corporate Tax
Education
Northwestern University School of Law 2005 — 2006
LLM
New England School of Law 2002 — 2005
JD
Loyola Marymount University 1998 — 2002
BA
Rheinische Friedrich-Wilhelms-Universität Bonn / University of Bonn 2001 — 2001
Guest student
Le Lycée Français de Los Angeles 1992 — 1998
Ernst & Young May 2013 - Present
CCH, a Wolters Kluwer business September 2009 - May 2013
Wolters Kluwer Financial Services March 2007 - September 2009
Internal Revenue Service Office of Chief Counsel January 2006 - May 2006
Skills
Analysis, Research, Business Analysis, Legal Writing, International Tax, Transfer Pricing, Corporate Actions, Comparative Law, Tax Reporting, Administrative Law, International Tax..., International Law, Tax Law, Income Tax, Tax Advisory, Tax, Corporate Tax
Education
Northwestern University School of Law 2005 — 2006
LLM
New England School of Law 2002 — 2005
JD
Loyola Marymount University 1998 — 2002
BA
Rheinische Friedrich-Wilhelms-Universität Bonn / University of Bonn 2001 — 2001
Guest student
Le Lycée Français de Los Angeles 1992 — 1998
James Hartmann's Wolters Kluwer Financial Services Experience October 2009 - October 2010
Job CCO, Prudential Fixed Income
Industry Investment Management
Experience
Prudential Investment Management -- Fixed Income Division November 2010 - September 2015
Wolters Kluwer Financial Services October 2009 - October 2010
UBS Alternative & Quantitative Investments June 2005 - August 2009
E&Y and PwC 2001 - 2005
Zero Gravity Venture Partners 1998 - 2001
Summit Capital Partners 1997 - 1998
Prudential Financial, Inc 1994 - 1997
US Securities and Exchange Commission 1990 - 1994
Skills
Hedge Funds, Mutual Funds, Private Equity, Venture Capital, Securities Regulation, Alternative Investments, Securities, Due Diligence, SEC, AML, Asset Management, Investments, Financial Services, Portfolio Management, Mergers & Acquisitions, FINRA, Trading, Fund Of Funds, Series 7, Fixed Income, Finance, Prime Brokerage, Structured Products, Series 24, Capital Markets, Anti Money Laundering
Education
Indiana University Bloomington 1984 — 1989
B.S., Corporate Finance
Park Tudor Prep 1980 — 1984
Prudential Investment Management -- Fixed Income Division November 2010 - September 2015
Wolters Kluwer Financial Services October 2009 - October 2010
UBS Alternative & Quantitative Investments June 2005 - August 2009
E&Y and PwC 2001 - 2005
Zero Gravity Venture Partners 1998 - 2001
Summit Capital Partners 1997 - 1998
Prudential Financial, Inc 1994 - 1997
US Securities and Exchange Commission 1990 - 1994
Skills
Hedge Funds, Mutual Funds, Private Equity, Venture Capital, Securities Regulation, Alternative Investments, Securities, Due Diligence, SEC, AML, Asset Management, Investments, Financial Services, Portfolio Management, Mergers & Acquisitions, FINRA, Trading, Fund Of Funds, Series 7, Fixed Income, Finance, Prime Brokerage, Structured Products, Series 24, Capital Markets, Anti Money Laundering
Education
Indiana University Bloomington 1984 — 1989
B.S., Corporate Finance
Park Tudor Prep 1980 — 1984
Bart Everaert, FRM's Wolters Kluwer Financial Services Experience January 2013 - Present
Job Senior Risk Consultant at Wolters Kluwer Financial Services
Industry Financial Services
Experience
Wolters Kluwer Financial Services January 2013 - Present
Financial Architects December 2008 - December 2012
Financial Architects September 2006 - December 2008
Fortis Investments April 2006 - June 2006
Skills
Basel II, Basel III, ALM, Risk Modeling, Economic Capital, Requirements Analysis, IFRS, SQL, Matlab, SPSS, Data Warehousing, Consultancy, Financial Risk, Liquidity Risk, Banking, Financial Markets, Financial Risk..., Finance, Market Risk
Education
Universiteit Gent 2005 — 2006
Advanced MSc, Banking and Finance
Universiteit Gent 2003 — 2005
MSc, Applied Economics
Universiteit Gent 2001 — 2003
BSc, Economics
Wolters Kluwer Financial Services January 2013 - Present
Financial Architects December 2008 - December 2012
Financial Architects September 2006 - December 2008
Fortis Investments April 2006 - June 2006
Skills
Basel II, Basel III, ALM, Risk Modeling, Economic Capital, Requirements Analysis, IFRS, SQL, Matlab, SPSS, Data Warehousing, Consultancy, Financial Risk, Liquidity Risk, Banking, Financial Markets, Financial Risk..., Finance, Market Risk
Education
Universiteit Gent 2005 — 2006
Advanced MSc, Banking and Finance
Universiteit Gent 2003 — 2005
MSc, Applied Economics
Universiteit Gent 2001 — 2003
BSc, Economics
Michael Ouderkirk's Wolters Kluwer Financial Services Experience February 2007 - October 2008
Job Managing Director, Trust Tax and Compliance Manager at The PrivateBank
Industry Financial Services
Experience
The PrivateBank September 2015 - Present
JPMorgan Chase July 2014 - September 2015
JPMorgan Chase November 2011 - July 2014
JPMorgan Chase July 2009 - October 2011
JPMorgan Chase October 2008 - July 2009
Wolters Kluwer Financial Services February 2007 - October 2008
Mellon Financial August 2000 - August 2001
Skills
Accounting, Tax, Finance, Financial Analysis, Financial Reporting, Research, Asset Management, Analysis, Strategic Planning, Microsoft Excel
Education
Loyola University Chicago School of Law 2001 — 2004
JD, Taxation
Tufts University 1995 — 1999
BA, Political Science
The PrivateBank September 2015 - Present
JPMorgan Chase July 2014 - September 2015
JPMorgan Chase November 2011 - July 2014
JPMorgan Chase July 2009 - October 2011
JPMorgan Chase October 2008 - July 2009
Wolters Kluwer Financial Services February 2007 - October 2008
Mellon Financial August 2000 - August 2001
Skills
Accounting, Tax, Finance, Financial Analysis, Financial Reporting, Research, Asset Management, Analysis, Strategic Planning, Microsoft Excel
Education
Loyola University Chicago School of Law 2001 — 2004
JD, Taxation
Tufts University 1995 — 1999
BA, Political Science
Paari Munisamy's Wolters Kluwer Financial Services Experience May 2004 - October 2009
Job Director Systems Delivery at Wolters Kluwer
Industry Information Technology and Services
Experience
Wolters Kluwer November 2014 - Present
HCL AXON January 2014 - October 2014
HCL AXON November 2009 - December 2013
MillerCoors February 2013 - July 2013
Intel Corporation November 2012 - February 2013
Wolters Kluwer Financial Services May 2004 - October 2009
HP -Houston January 2002 - April 2004
Hewlett-Packard 2002 - 2004
PwC January 2001 - December 2001
TITAN Industries -India October 1988 - December 2000
Skills
SAP, Business Process, SAP Netweaver, SAP CRM, SAP Implementation, Global Delivery, Pre-sales, Solution Architecture, Program Management, Application Managed..., Onsite-Offshore..., SAP ERP, SAP R/3
Education
Keller Graduate School of Management of DeVry University 2012 — 2013
Master of Business Administration (MBA), Information Technology, Honors
Madurai Kamaraj University 1983 — 1986
Post Graduate, Labor and Industrial Relations
other
Wolters Kluwer November 2014 - Present
HCL AXON January 2014 - October 2014
HCL AXON November 2009 - December 2013
MillerCoors February 2013 - July 2013
Intel Corporation November 2012 - February 2013
Wolters Kluwer Financial Services May 2004 - October 2009
HP -Houston January 2002 - April 2004
Hewlett-Packard 2002 - 2004
PwC January 2001 - December 2001
TITAN Industries -India October 1988 - December 2000
Skills
SAP, Business Process, SAP Netweaver, SAP CRM, SAP Implementation, Global Delivery, Pre-sales, Solution Architecture, Program Management, Application Managed..., Onsite-Offshore..., SAP ERP, SAP R/3
Education
Keller Graduate School of Management of DeVry University 2012 — 2013
Master of Business Administration (MBA), Information Technology, Honors
Madurai Kamaraj University 1983 — 1986
Post Graduate, Labor and Industrial Relations
other
Philip Allers's Wolters Kluwer Financial Services Experience 2010 - Present
Job Software Quality Assurance Lead at Wolters Kluwer Financial Services
Industry Computer Software
Experience
Wolters Kluwer Financial Services 2010 - Present
Wolters Kluwer Financial Services 2007 - 2010
Wolters Kluwer Financial Services 2005 - 2007
Wolters Kluwer Financial Services 2004 - 2005
Atari July 2003 - December 2003
Salem Five Bank April 2003 - July 2003
Upstate Office Equipment 2002 - 2003
Skills
Agile Methodologies, SDLC, Business Analysis, Management, Leadership, Enterprise Software, Requirements Analysis, CRM, Quality Assurance, Software Quality..., Scrum, SQL
Education
Hartwick College 1998 — 2002
Bachelor of Science (B.S.), Computer and Information Sciences, General
Wolters Kluwer Financial Services 2010 - Present
Wolters Kluwer Financial Services 2007 - 2010
Wolters Kluwer Financial Services 2005 - 2007
Wolters Kluwer Financial Services 2004 - 2005
Atari July 2003 - December 2003
Salem Five Bank April 2003 - July 2003
Upstate Office Equipment 2002 - 2003
Skills
Agile Methodologies, SDLC, Business Analysis, Management, Leadership, Enterprise Software, Requirements Analysis, CRM, Quality Assurance, Software Quality..., Scrum, SQL
Education
Hartwick College 1998 — 2002
Bachelor of Science (B.S.), Computer and Information Sciences, General
Mark Heiman's Wolters Kluwer Financial Services Experience May 2014 - Present
Job National Account Executive at Wolters Kluwer Financial Services
Industry Banking
Experience
Wolters Kluwer Financial Services May 2014 - Present
WoltersKluwer Financial Services December 1992 - Present
Wolters Kluwer Financial Services 1992 - Present
Bankers Systems Inc. 1992 - Present
Distinctive Business Products May 1991 - December 1992
Skills
Salesforce.com, Sales Management, Customer Relations, Cloud Computing, Solution Selling
Education
Indiana University Bloomington 1987 — 1991
Management
Wolters Kluwer Financial Services May 2014 - Present
WoltersKluwer Financial Services December 1992 - Present
Wolters Kluwer Financial Services 1992 - Present
Bankers Systems Inc. 1992 - Present
Distinctive Business Products May 1991 - December 1992
Skills
Salesforce.com, Sales Management, Customer Relations, Cloud Computing, Solution Selling
Education
Indiana University Bloomington 1987 — 1991
Management
Barbara Panzer's Wolters Kluwer Financial Services Experience February 2013 - Present
Job Account Manager at Wolters Kluwer Financial Services
Industry Insurance
Experience
Wolters Kluwer Financial Services February 2013 - Present
Wolters Kluwer Financial Services April 2010 - February 2013
Wolters Kluwer Financial Services August 2004 - April 2010
Wolters Kluwer Financial Services January 1997 - August 2004
Skills
Insurance, Property & Casualty..., Insurance Law, Regulations, Insurance Regulatory, Life Insurance, Legal Research, Legal Compliance, Sales, Human Resources, Liability, Health Insurance, Underwriting, Claim, Reinsurance, Analysis, Litigation
Education
Northeastern University School of Law 1991 — 1994
JD, Law
Marquette University 1986 — 1990
BA, Political Science
Wolters Kluwer Financial Services February 2013 - Present
Wolters Kluwer Financial Services April 2010 - February 2013
Wolters Kluwer Financial Services August 2004 - April 2010
Wolters Kluwer Financial Services January 1997 - August 2004
Skills
Insurance, Property & Casualty..., Insurance Law, Regulations, Insurance Regulatory, Life Insurance, Legal Research, Legal Compliance, Sales, Human Resources, Liability, Health Insurance, Underwriting, Claim, Reinsurance, Analysis, Litigation
Education
Northeastern University School of Law 1991 — 1994
JD, Law
Marquette University 1986 — 1990
BA, Political Science
Rachel (Thurston) Schermann's Wolters Kluwer Financial Services Experience January 1995 - April 2004
Job Compliance Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo May 2004 - Present
Wolters Kluwer Financial Services January 1995 - April 2004
Skills
BSA, AML, Compliance Management, Anti Money Laundering, Banking, Risk Management, Financial Risk, Financial Services, Management, Operational Risk...
Education
Marquette University Law School 1991 — 1994
J.D.
University of Saint Thomas 1986 — 1990
Bachelor of Arts, Business Administration -- Finance
Wells Fargo May 2004 - Present
Wolters Kluwer Financial Services January 1995 - April 2004
Skills
BSA, AML, Compliance Management, Anti Money Laundering, Banking, Risk Management, Financial Risk, Financial Services, Management, Operational Risk...
Education
Marquette University Law School 1991 — 1994
J.D.
University of Saint Thomas 1986 — 1990
Bachelor of Arts, Business Administration -- Finance
Abbigail Hoey's Wolters Kluwer Financial Services Experience February 2010 - January 2014
Job Mom Household Manager
Industry Arts and Crafts
Experience
Wolters Kluwer Financial Services February 2010 - January 2014
Park Avenue Club April 2008 - March 2009
The McGraw Hill Companies February 2006 - March 2008
Kean University 2003 - 2006
Skills
Customer Service, Microsoft Excel, Microsoft Word, Strategic Planning, Social Media Marketing, Event Management, PowerPoint, Microsoft Office, Training, Social Media, Team Leadership
Education
Kean University 2004 — 2006
Kutztown University of Pennsylvania 1999 — 2000
Bachelor's
Wolters Kluwer Financial Services February 2010 - January 2014
Park Avenue Club April 2008 - March 2009
The McGraw Hill Companies February 2006 - March 2008
Kean University 2003 - 2006
Skills
Customer Service, Microsoft Excel, Microsoft Word, Strategic Planning, Social Media Marketing, Event Management, PowerPoint, Microsoft Office, Training, Social Media, Team Leadership
Education
Kean University 2004 — 2006
Kutztown University of Pennsylvania 1999 — 2000
Bachelor's
Geoffrey Rogers's Wolters Kluwer Financial Services Experience March 2008 - 2012
Job Vice President of Corporate Sales at Amalgamated Titanium International Corporation
Industry Mining & Metals
Experience
Fortitude Titanium Fishing Equipment, Inc. January 2013 - Present
Amalgamated Titanium International Corporation January 2013 - Present
Wolters Kluwer Financial Services March 2008 - 2012
Skills
AML, Compliance, Asset Management, Banking, Risk Management, Strategic Sales..., Enterprise Software, B2B software, Face-to-Face Meetings, Financial Services, Strong verbal and..., Networking, relationshiop management, Asset Managment, Management, Leadership, Sales Operations, Sales, CRM, Strategy, Capital Markets, New Business Development, Business Development, Sales Presentations, Customer Service, Social Media Marketing, Marketing Strategy
Education
Loyola Academy
Loyola University of Chicago
Fortitude Titanium Fishing Equipment, Inc. January 2013 - Present
Amalgamated Titanium International Corporation January 2013 - Present
Wolters Kluwer Financial Services March 2008 - 2012
Skills
AML, Compliance, Asset Management, Banking, Risk Management, Strategic Sales..., Enterprise Software, B2B software, Face-to-Face Meetings, Financial Services, Strong verbal and..., Networking, relationshiop management, Asset Managment, Management, Leadership, Sales Operations, Sales, CRM, Strategy, Capital Markets, New Business Development, Business Development, Sales Presentations, Customer Service, Social Media Marketing, Marketing Strategy
Education
Loyola Academy
Loyola University of Chicago
Kim Garman's Wolters Kluwer Financial Services Experience June 2011 - Present
Job Senior Attorney at Wolters Kluwer Financial Services
Industry Financial Services
Experience
Wolters Kluwer Financial Services June 2011 - Present
Self-employed January 2010 - June 2011
GMAC ResCap June 2006 - December 2009
GMAC ResCap - Homecomings Financial 2006 - 2009
GMAC ResCap and GMAC RFC 2006 - 2009
Aurora Loan Services 2003 - 2006
Aurora Loan Services-Lehman Brothers 2003 - 2006
Lehman Brothers Bank - Aurora Loan Services 2003 - 2006
GE Capital Mortgage November 1998 - September 2000
BankAmerica Mortgage 1994 - 1998
Skills
Due Diligence, Risk Management, Mortgage Lending, Loans, Banking, Financial Risk, Credit, Financial Services, Contract Negotiation, Enterprise Risk..., Licensing, Capital Markets, Mortgage Banking
Education
Georgetown University Law Center 1981 — 1984
J.D., Law
Wolters Kluwer Financial Services June 2011 - Present
Self-employed January 2010 - June 2011
GMAC ResCap June 2006 - December 2009
GMAC ResCap - Homecomings Financial 2006 - 2009
GMAC ResCap and GMAC RFC 2006 - 2009
Aurora Loan Services 2003 - 2006
Aurora Loan Services-Lehman Brothers 2003 - 2006
Lehman Brothers Bank - Aurora Loan Services 2003 - 2006
GE Capital Mortgage November 1998 - September 2000
BankAmerica Mortgage 1994 - 1998
Skills
Due Diligence, Risk Management, Mortgage Lending, Loans, Banking, Financial Risk, Credit, Financial Services, Contract Negotiation, Enterprise Risk..., Licensing, Capital Markets, Mortgage Banking
Education
Georgetown University Law Center 1981 — 1984
J.D., Law
Russell Putnam's Wolters Kluwer Financial Services Experience March 2011 - September 2011
Job Due Diligence Analyst at FactRight, LLC
Industry Legal Services
Experience
FactRight, LLC July 2014 - Present
Kroll Ontrack November 2010 - July 2014
Wolters Kluwer Financial Services March 2011 - September 2011
Thomson Reuters June 2008 - December 2009
GMAC-RFC May 2006 - November 2007
GMAC-RFC January 2005 - May 2006
GMAC-RFC December 2002 - January 2005
Education
Hamline University School of Law 2007 — 2010
Juris Doctor
St. Olaf College 1998 — 2002
Bachelor of Arts, Economics, Political Science
FactRight, LLC July 2014 - Present
Kroll Ontrack November 2010 - July 2014
Wolters Kluwer Financial Services March 2011 - September 2011
Thomson Reuters June 2008 - December 2009
GMAC-RFC May 2006 - November 2007
GMAC-RFC January 2005 - May 2006
GMAC-RFC December 2002 - January 2005
Education
Hamline University School of Law 2007 — 2010
Juris Doctor
St. Olaf College 1998 — 2002
Bachelor of Arts, Economics, Political Science
James Hoard's Wolters Kluwer Financial Services Experience July 2014 - March 2015
Job Executive sales leader with a proven ability to link vision, strategy and goals to exceptional results
Industry Financial Services
Experience
Cornerstone OnDemand March 2015 - Present
Wolters Kluwer Financial Services July 2014 - March 2015
Wolters Kluwer Financial Services April 2012 - July 2014
Paycor September 2005 - February 2012
Paychex 2001 - 2005
Minolta Corporation 1996 - 2001
Skills
Sales Training, Leadership Development, Cross-functional Team..., Strategic Leadership, Strategic Sales, Coaching, Sales Management, Sales Process, Sales Presentations, Territory Planning, Strategic Planning, Presentation Preparation, Training & Development, Training Delivery, Selling Skills, Selling, Employee Training, Sales Operations, Salesforce.com, Sales, Leadership, Solution Selling, Recruiting, Account Management, Business Development, Management, Team Building, Performance Management, Cold Calling, Time Management, Strategy, Direct Sales
Education
Florida State University 1990 — 1993
BS, Rehabilitation Services
Cornerstone OnDemand March 2015 - Present
Wolters Kluwer Financial Services July 2014 - March 2015
Wolters Kluwer Financial Services April 2012 - July 2014
Paycor September 2005 - February 2012
Paychex 2001 - 2005
Minolta Corporation 1996 - 2001
Skills
Sales Training, Leadership Development, Cross-functional Team..., Strategic Leadership, Strategic Sales, Coaching, Sales Management, Sales Process, Sales Presentations, Territory Planning, Strategic Planning, Presentation Preparation, Training & Development, Training Delivery, Selling Skills, Selling, Employee Training, Sales Operations, Salesforce.com, Sales, Leadership, Solution Selling, Recruiting, Account Management, Business Development, Management, Team Building, Performance Management, Cold Calling, Time Management, Strategy, Direct Sales
Education
Florida State University 1990 — 1993
BS, Rehabilitation Services
Cathy Schrader, PMP's Wolters Kluwer Financial Services Experience September 2010 - Present
Job Production Services Director at Freddie Mac
Industry Financial Services
Experience
Wolters Kluwer Financial Services September 2010 - Present
Weatherly Consulting February 2010 - September 2010
Freddie Mac February 2000 - May 2009
Education
Keller Graduate School of Mgmt, a DeVry University 2000 — 2002
MBA, Certificate in Project Management
Metropolitan State University 1992 — 1997
MBA
Wolters Kluwer Financial Services September 2010 - Present
Weatherly Consulting February 2010 - September 2010
Freddie Mac February 2000 - May 2009
Education
Keller Graduate School of Mgmt, a DeVry University 2000 — 2002
MBA, Certificate in Project Management
Metropolitan State University 1992 — 1997
MBA
Jim Mallett's Wolters Kluwer Financial Services Experience District Sales ManagerPaychexJune 2000 - July 2006
Job Regional Sales Manager at Wolters Kluwer Financial Services
Industry Financial Services
Experience
Wolters Kluwer Financial Services District Sales ManagerPaychexJune 2000 - July 2006
Education
Indiana University - Kelley School of Business 1982 — 1985
BS, Business-Marketing
Wolters Kluwer Financial Services District Sales ManagerPaychexJune 2000 - July 2006
Education
Indiana University - Kelley School of Business 1982 — 1985
BS, Business-Marketing
Arun Nagarale's Wolters Kluwer Financial Services Experience 2005 - 2006
Job Sr QA Analyst
Industry Information Technology and Services
Experience
Accenture March 2009 - Present
Wolters Kluwer Financial Services 2005 - 2006
Education
Lamar University 1998 — 2000
Masters, Environmental Sciences
Osmania University 1991 — 1995
B Tech, Chemical Engg
Accenture March 2009 - Present
Wolters Kluwer Financial Services 2005 - 2006
Education
Lamar University 1998 — 2000
Masters, Environmental Sciences
Osmania University 1991 — 1995
B Tech, Chemical Engg
Jon Selleys's Wolters Kluwer Financial Services Experience May 2012 - Present
Job Senior Compliance Consultant Analyst at Wolters Kluwer Financial Services
Industry Law Practice
Experience
Wolters Kluwer Financial Services May 2012 - Present
Selleys Law Firm, PLLC October 2012 - Present
TarioLegal, PC February 2011 - May 2012
Bethel Law Firm December 2010 - May 2011
PeopleNet January 2005 - November 2010
PeopleNet February 2004 - January 2005
Best Buy January 2003 - February 2004
Minnesota Senate 2002 - 2003
Skills
Legal Writing, Legal Research, Trial Advocacy, Intellectual Property, Computer Law, Consumer Bankruptcy, Transportation Law, Administrative Law, Process Mapping, Project Management, Contract Negotiation, Problem Solving, Mediation, Negotiation, Real Estate, Public Speaking, Writing, Research, Corporate Law, Dispute Resolution, Contract Management, Legal Issues, Banking, Policy, Civil Litigation, Legal Advice, Trials, Litigation, Legal Compliance, Training, Westlaw
Education
Hamline University School of Law 2007 — 2011
J.D., Law
University of St. Thomas 1999 — 2003
B.A., Political Science and Communication Studies
Richmond, The American International University in London 2002 — 2002
Wolters Kluwer Financial Services May 2012 - Present
Selleys Law Firm, PLLC October 2012 - Present
TarioLegal, PC February 2011 - May 2012
Bethel Law Firm December 2010 - May 2011
PeopleNet January 2005 - November 2010
PeopleNet February 2004 - January 2005
Best Buy January 2003 - February 2004
Minnesota Senate 2002 - 2003
Skills
Legal Writing, Legal Research, Trial Advocacy, Intellectual Property, Computer Law, Consumer Bankruptcy, Transportation Law, Administrative Law, Process Mapping, Project Management, Contract Negotiation, Problem Solving, Mediation, Negotiation, Real Estate, Public Speaking, Writing, Research, Corporate Law, Dispute Resolution, Contract Management, Legal Issues, Banking, Policy, Civil Litigation, Legal Advice, Trials, Litigation, Legal Compliance, Training, Westlaw
Education
Hamline University School of Law 2007 — 2011
J.D., Law
University of St. Thomas 1999 — 2003
B.A., Political Science and Communication Studies
Richmond, The American International University in London 2002 — 2002
Cris Williams's Wolters Kluwer Financial Services Experience 2006 - 2008
Job at
Industry Information Technology and Services
Experience
Parkview Health November 2014 - Present
Parkview Health February 2012 - Present
Community Action of Northeast Indiana August 2009 - January 2012
International Truck and Engine January 2009 - July 2009
ExecuTrain of Northern Indiana April 2008 - October 2008
Wolters Kluwer Financial Services 2006 - 2008
Premier Payroll August 2004 - June 2006
Foamex May 1996 - May 2000
Skills
CIW V5 Associate, CompTIA A+, CompTIA Network+, CompTIA Linux+, MOS Word 2007, MOS Excel 2007, CompTIA, Microsoft Excel, Microsoft Word, Troubleshooting, Process Improvement, Customer Service, Leadership, Technical Support, Healthcare, SharePoint, Databases, Training, Software Documentation
Education
Indiana University Fort Wayne 2009 — 2013
Bachelor's of General Studies, minor in: Psychology
Ivy Tech Community College 2008 — 2010
Associate of Science, Computer Information Systems
University of Miami 1991 — 1991
East Noble 1987 — 1991
Parkview Health November 2014 - Present
Parkview Health February 2012 - Present
Community Action of Northeast Indiana August 2009 - January 2012
International Truck and Engine January 2009 - July 2009
ExecuTrain of Northern Indiana April 2008 - October 2008
Wolters Kluwer Financial Services 2006 - 2008
Premier Payroll August 2004 - June 2006
Foamex May 1996 - May 2000
Skills
CIW V5 Associate, CompTIA A+, CompTIA Network+, CompTIA Linux+, MOS Word 2007, MOS Excel 2007, CompTIA, Microsoft Excel, Microsoft Word, Troubleshooting, Process Improvement, Customer Service, Leadership, Technical Support, Healthcare, SharePoint, Databases, Training, Software Documentation
Education
Indiana University Fort Wayne 2009 — 2013
Bachelor's of General Studies, minor in: Psychology
Ivy Tech Community College 2008 — 2010
Associate of Science, Computer Information Systems
University of Miami 1991 — 1991
East Noble 1987 — 1991
Ben Roberts's Wolters Kluwer Financial Services Experience July 2013 - October 2014
Job Account Management I Services at NetSuite
Industry Computer Software
Experience
NetSuite October 2014 - Present
Wolters Kluwer Financial Services July 2013 - October 2014
Paychex 2009 - June 2013
Grubb & Ellis Company October 2006 - November 2008
Thomson Financial 2005 - 2006
Skills
Payroll, Sales, Cold Calling, Human Resources, Insurance, Management, Customer Satisfaction, Customer Service, Real Estate, HRIS, Negotiation, Recruiting, Salesforce.com
Education
Gettysburg College 2000 — 2004
Bachelor of Arts, Management
Westminster School 1996 — 2000
High School Diploma
NetSuite October 2014 - Present
Wolters Kluwer Financial Services July 2013 - October 2014
Paychex 2009 - June 2013
Grubb & Ellis Company October 2006 - November 2008
Thomson Financial 2005 - 2006
Skills
Payroll, Sales, Cold Calling, Human Resources, Insurance, Management, Customer Satisfaction, Customer Service, Real Estate, HRIS, Negotiation, Recruiting, Salesforce.com
Education
Gettysburg College 2000 — 2004
Bachelor of Arts, Management
Westminster School 1996 — 2000
High School Diploma
Priya Yallapantula's Wolters Kluwer Financial Services Experience January 2014 - Present
Job QA Manager at Wolters Kluwer Financial Services
Industry Entertainment
Experience
Wolters Kluwer Financial Services January 2014 - Present
Financial Tools July 2013 - January 2014
Disney Consumer Products April 2011 - July 2013
Nexvisionix February 2009 - December 2010
Nexvisionix February 2009 - December 2010
Hilton July 2005 - January 2009
Syntel, Inc December 2004 - July 2005
Computer Enterprises, Inc. March 2004 - December 2004
Humana Insurance Inc March 2001 - February 2004
Syntel Inc October 2000 - February 2004
Skills
SDLC, Quality Center, Test Automation, Test Planning, Software Quality..., Quality Assurance, Project Management, Testing, Regression Testing, Test Cases, Manual Testing, Requirements Analysis, Databases, Oracle, LoadRunner, Performance Testing, Agile Methodologies, User Acceptance Testing, SharePoint, TFS, Software Project..., SQL, Scrum, System Testing, QTP, Visio, XML, Microsoft SQL Server, Requirements Gathering, Web Services, Analysis, Software Development, Defect Tracking, Web Applications, Agile Project Management, Enterprise Software, Integration, .NET, Team Management, HP Quality Center, HP QTP
Education
IGNOU University 2000 — 2001
Certificate; Post Graduate Diploma, Computing and PGDCA; Computer Applications
Indira Gandhi National Open University 2000 — 2001
PGDCA, Computer Science
Jamshedpur Co-Operative College 1995 — 1998
Bachelor of Science, Chemistry
Ranchi University 1995 — 1998
Bachelor of Science, Chemistry
Prince Matriculation Higher Secondary School 1992 — 1994
10+2, Computer Science
Kadma Girls High School 1987 — 1992
10th Grade
Wolters Kluwer Financial Services January 2014 - Present
Financial Tools July 2013 - January 2014
Disney Consumer Products April 2011 - July 2013
Nexvisionix February 2009 - December 2010
Nexvisionix February 2009 - December 2010
Hilton July 2005 - January 2009
Syntel, Inc December 2004 - July 2005
Computer Enterprises, Inc. March 2004 - December 2004
Humana Insurance Inc March 2001 - February 2004
Syntel Inc October 2000 - February 2004
Skills
SDLC, Quality Center, Test Automation, Test Planning, Software Quality..., Quality Assurance, Project Management, Testing, Regression Testing, Test Cases, Manual Testing, Requirements Analysis, Databases, Oracle, LoadRunner, Performance Testing, Agile Methodologies, User Acceptance Testing, SharePoint, TFS, Software Project..., SQL, Scrum, System Testing, QTP, Visio, XML, Microsoft SQL Server, Requirements Gathering, Web Services, Analysis, Software Development, Defect Tracking, Web Applications, Agile Project Management, Enterprise Software, Integration, .NET, Team Management, HP Quality Center, HP QTP
Education
IGNOU University 2000 — 2001
Certificate; Post Graduate Diploma, Computing and PGDCA; Computer Applications
Indira Gandhi National Open University 2000 — 2001
PGDCA, Computer Science
Jamshedpur Co-Operative College 1995 — 1998
Bachelor of Science, Chemistry
Ranchi University 1995 — 1998
Bachelor of Science, Chemistry
Prince Matriculation Higher Secondary School 1992 — 1994
10+2, Computer Science
Kadma Girls High School 1987 — 1992
10th Grade
Nate Veldman's Wolters Kluwer Financial Services Experience October 2011 - Present
Job Business Development Manager at Wolters Kluwer
Industry Financial Services
Experience
Wolters Kluwer Financial Services October 2011 - Present
SMW Federal Credit Union February 2007 - June 2011
Wells Fargo Financial June 2003 - February 2007
Skills
Staff Development, Strategic Planning, Social Media, Leadership Development, Product Marketing, Mortgage Lending, Marketing Strategy, Public Speaking, Banking, Credit, Loans, Financial Services, Management, Leadership, Account Management, Process Improvement
Education
Luther College 1999 — 2003
Bachelor, Business Management
Osseo Senior High
Wolters Kluwer Financial Services October 2011 - Present
SMW Federal Credit Union February 2007 - June 2011
Wells Fargo Financial June 2003 - February 2007
Skills
Staff Development, Strategic Planning, Social Media, Leadership Development, Product Marketing, Mortgage Lending, Marketing Strategy, Public Speaking, Banking, Credit, Loans, Financial Services, Management, Leadership, Account Management, Process Improvement
Education
Luther College 1999 — 2003
Bachelor, Business Management
Osseo Senior High
Nicole Jensen-Mix's Wolters Kluwer Financial Services Experience January 2012 - Present
Job Relationship Manager, Securities Tax Solutions at Wolters Kluwer Financial Services
Industry Publishing
Experience
Wolters Kluwer Financial Services January 2012 - Present
Lincoln Financial Group November 2010 - January 2012
Wolters Kluwer Financial Services November 2005 - August 2010
Bradford Scott Data Corporation March 2004 - March 2005
Midwest America Federal Credit Union November 1998 - March 2004
Skills
Financial Services, Portfolio Management, CRM, Client Liaison, Financial Risk, Banking, Business Analysis, Customer Service, Salesforce.com, Loans, Coaching, Selling, Securities, B2B, Customer Retention, Retail, Team Building, Training, Business Development, Account Management, Sales
Education
Indiana University—Purdue University Fort Wayne 1993 — 2003
Bachelors, General Studies
Wolters Kluwer Financial Services January 2012 - Present
Lincoln Financial Group November 2010 - January 2012
Wolters Kluwer Financial Services November 2005 - August 2010
Bradford Scott Data Corporation March 2004 - March 2005
Midwest America Federal Credit Union November 1998 - March 2004
Skills
Financial Services, Portfolio Management, CRM, Client Liaison, Financial Risk, Banking, Business Analysis, Customer Service, Salesforce.com, Loans, Coaching, Selling, Securities, B2B, Customer Retention, Retail, Team Building, Training, Business Development, Account Management, Sales
Education
Indiana University—Purdue University Fort Wayne 1993 — 2003
Bachelors, General Studies
Jeff Kalscheur's Wolters Kluwer Financial Services Experience January 2013 - Present
Job Senior Regulatory Consultant
Industry Banking
Experience
Wolters Kluwer Financial Services January 2013 - Present
Freddie Mac June 2012 - December 2012
Marshall & Ilsley Corporation April 2005 - November 2011
Jefferson Wells 2004 - 2005
Virchow Krause, LLP 2000 - 2004
Northwestern Mutual 1999 - 2000
Firstar Corporation 1993 - 1999
US Dept. of Treasury - Office of Thrift Supervision 1989 - 1993
Federal Reserve Bank of Minneapolis 1987 - 1989
Skills
Internal Audit, Credit Risk, Financial Institutions, Banking, Compliance, Risk Management, Loans, Auditing, Credit, Financial Risk, Mortgage Lending, Operational Risk, Financial Services, Enterprise Risk..., AML
Education
Marquette University 1983 — 1987
B.S. - Business Administration, Specialization - Finance; Minor - Economics
Wolters Kluwer Financial Services January 2013 - Present
Freddie Mac June 2012 - December 2012
Marshall & Ilsley Corporation April 2005 - November 2011
Jefferson Wells 2004 - 2005
Virchow Krause, LLP 2000 - 2004
Northwestern Mutual 1999 - 2000
Firstar Corporation 1993 - 1999
US Dept. of Treasury - Office of Thrift Supervision 1989 - 1993
Federal Reserve Bank of Minneapolis 1987 - 1989
Skills
Internal Audit, Credit Risk, Financial Institutions, Banking, Compliance, Risk Management, Loans, Auditing, Credit, Financial Risk, Mortgage Lending, Operational Risk, Financial Services, Enterprise Risk..., AML
Education
Marquette University 1983 — 1987
B.S. - Business Administration, Specialization - Finance; Minor - Economics
Malli Chegireddy's Wolters Kluwer Financial Services Experience 2004 - 2006
Job EAI Lead at SunTrust Bank
Industry Banking
Experience
SunTrust Bank March 2014 - Present
Middleware Consultant at Elavon (subsidiary of U.S. Bank Corp) July 2013 - March 2014
SunTrust October 2007 - July 2013
DaimlerChrysler September 2006 - September 2007
Wolters Kluwer Financial Services 2004 - 2006
FedEx 2001 - 2003
Skills
Websphere, Middleware, WebSphere Message Broker, WebSphere Application..., WebSphere Process Server, SOA, ESB, WebSphere MQ
Education
Gulbarga University 1994 — 1998
Bachelor of Engineering (B.E.) in Computer Science, Aug 1998
Nagabhairava
SunTrust Bank March 2014 - Present
Middleware Consultant at Elavon (subsidiary of U.S. Bank Corp) July 2013 - March 2014
SunTrust October 2007 - July 2013
DaimlerChrysler September 2006 - September 2007
Wolters Kluwer Financial Services 2004 - 2006
FedEx 2001 - 2003
Skills
Websphere, Middleware, WebSphere Message Broker, WebSphere Application..., WebSphere Process Server, SOA, ESB, WebSphere MQ
Education
Gulbarga University 1994 — 1998
Bachelor of Engineering (B.E.) in Computer Science, Aug 1998
Nagabhairava
Laura Omann's Wolters Kluwer Financial Services Experience May 2012 - Present
Job Manager, Technical Professional Services at Wolters Kluwer Financial Services
Industry Financial Services
Experience
Wolters Kluwer Financial Services May 2012 - Present
Wolters Kluwer Financial Services November 2004 - April 2012
Wolters Kluwer Financial Services November 2004 - January 2006
Principal Financial Group May 2001 - October 2004
Skills
Software Documentation, Business Analysis, Testing, Software Development, Financial Services, Proposal Writing, CRM, Analysis, Consulting, SDLC, Requirements Analysis, Leadership, Requirements Gathering, Coaching, Resource Management, Performance Management, Team Leadership, Software Implementation, SQL, Microsoft SQL Server, Management, Professional Services
Education
St. Cloud State University 2003 — 2008
MA of Science, Information Media: Instructional Design & Training
St. Cloud State University 2003 — 2004
E-Learning Graduate Certificate, E-Learning
St. Cloud State University 2003 — 2004
Instructional Technology Graduate Certificate, Instructional Design
Luther College 1997 — 2001
BA, MIS, Communications
Wolters Kluwer Financial Services May 2012 - Present
Wolters Kluwer Financial Services November 2004 - April 2012
Wolters Kluwer Financial Services November 2004 - January 2006
Principal Financial Group May 2001 - October 2004
Skills
Software Documentation, Business Analysis, Testing, Software Development, Financial Services, Proposal Writing, CRM, Analysis, Consulting, SDLC, Requirements Analysis, Leadership, Requirements Gathering, Coaching, Resource Management, Performance Management, Team Leadership, Software Implementation, SQL, Microsoft SQL Server, Management, Professional Services
Education
St. Cloud State University 2003 — 2008
MA of Science, Information Media: Instructional Design & Training
St. Cloud State University 2003 — 2004
E-Learning Graduate Certificate, E-Learning
St. Cloud State University 2003 — 2004
Instructional Technology Graduate Certificate, Instructional Design
Luther College 1997 — 2001
BA, MIS, Communications
Jun(Amy) Shao's Wolters Kluwer Financial Services Experience January 2006 - July 2006
Job Quality Assurance III Engineer at ACTIVE Network
Industry Sports
Experience
ACTIVE Network June 2008 - Present
InfoSpherix Incorporated August 2006 - May 2008
Wolters Kluwer Financial Services January 2006 - July 2006
Skills
Agile Methodologies, Selenium, Software Quality..., JIRA, Scrum, Test Automation, Test Planning, Regression Testing, Testing, Test Cases, SQL, XML, Performance Testing, Web Applications, Java, Security Testing based..., HP QTP Automation
Education
NJIT 2004 — 2006
Master's degree, Information System
Franklin Pierce College 2000 — 2004
Bachelor's degree, Computer Science
ACTIVE Network June 2008 - Present
InfoSpherix Incorporated August 2006 - May 2008
Wolters Kluwer Financial Services January 2006 - July 2006
Skills
Agile Methodologies, Selenium, Software Quality..., JIRA, Scrum, Test Automation, Test Planning, Regression Testing, Testing, Test Cases, SQL, XML, Performance Testing, Web Applications, Java, Security Testing based..., HP QTP Automation
Education
NJIT 2004 — 2006
Master's degree, Information System
Franklin Pierce College 2000 — 2004
Bachelor's degree, Computer Science
Ginny Matthews's Wolters Kluwer Financial Services Experience National Account ManagerWolters Kluwer Financial ServicesFebruary 2010 - Present
Job National Account Manager at Wolters Kluwer Financial Services
Industry Insurance
Experience
Wolters Kluwer Financial Services National Account ManagerWolters Kluwer Financial ServicesFebruary 2010 - Present
Education
La Salle University 1988 — 1992
BA, Communications
Wolters Kluwer Financial Services National Account ManagerWolters Kluwer Financial ServicesFebruary 2010 - Present
Education
La Salle University 1988 — 1992
BA, Communications
Bob Consorti's Wolters Kluwer Financial Services Experience January 2012 - May 2014
Job VP of IT and SaaS Operations at Sovos Compliance
Industry Financial Services
Experience
Sovos Compliance February 2015 - Present
Taxware October 2014 - February 2015
Taxware May 2014 - October 2014
Wolters Kluwer Financial Services January 2012 - May 2014
Wolters Kluwer Financial Services July 2008 - December 2011
Wolters Kluwer Financial Services March 2007 - July 2008
Patriot Properties October 2003 - March 2007
BrainX June 2000 - June 2003
e-InsuranceSystems, Inc. February 2000 - June 2000
Quantum Data Systems, Inc. June 1998 - February 2000
Skills
Agile Methodologies, SDLC, SQL, Software Project..., Business Analysis, .NET, SaaS, Microsoft SQL Server, XML, ASP.NET, Requirements Analysis, Scrum, SOA, Business Intelligence, Enterprise Architecture, Management, Integration
Education
Harvard Medical School 1993 — 1996
Loyola University Chicago 1989 — 1993
Sovos Compliance February 2015 - Present
Taxware October 2014 - February 2015
Taxware May 2014 - October 2014
Wolters Kluwer Financial Services January 2012 - May 2014
Wolters Kluwer Financial Services July 2008 - December 2011
Wolters Kluwer Financial Services March 2007 - July 2008
Patriot Properties October 2003 - March 2007
BrainX June 2000 - June 2003
e-InsuranceSystems, Inc. February 2000 - June 2000
Quantum Data Systems, Inc. June 1998 - February 2000
Skills
Agile Methodologies, SDLC, SQL, Software Project..., Business Analysis, .NET, SaaS, Microsoft SQL Server, XML, ASP.NET, Requirements Analysis, Scrum, SOA, Business Intelligence, Enterprise Architecture, Management, Integration
Education
Harvard Medical School 1993 — 1996
Loyola University Chicago 1989 — 1993
Roger Thornton's Wolters Kluwer Financial Services Experience June 2010 - April 2014
Job IT Director at Brenengen Auto Group
Industry Financial Services
Experience
Brenengen Auto Group May 2014 - Present
Wolters Kluwer Financial Services June 2010 - April 2014
Wolters Kluwer Financial Services January 2007 - June 2010
Wolters Kluwer Financial Services January 2006 - December 2006
Skills
Product Management, Financial Services, Selling, Project Planning, Lead Generation, Strategic Partnerships, Product Marketing, Banking, Salesforce.com, Sales Management, Cross-functional Team..., New Business Development, Strategic Planning, Segmentation, Enterprise Software, SaaS, Business Intelligence, Business Analysis, Business Process..., Marketing Management, Risk Management, Strategy, Program Management, Strategic Alliances, Competitive Analysis, Executive Management, Process Improvement, Management, Retail, Market Research, Sales Process
Education
University of Wisconsin-Madison 1996 — 1998
Graduate School of Banking
Kansas State University 1972 — 1976
BS, AgriBusiness
Brenengen Auto Group May 2014 - Present
Wolters Kluwer Financial Services June 2010 - April 2014
Wolters Kluwer Financial Services January 2007 - June 2010
Wolters Kluwer Financial Services January 2006 - December 2006
Skills
Product Management, Financial Services, Selling, Project Planning, Lead Generation, Strategic Partnerships, Product Marketing, Banking, Salesforce.com, Sales Management, Cross-functional Team..., New Business Development, Strategic Planning, Segmentation, Enterprise Software, SaaS, Business Intelligence, Business Analysis, Business Process..., Marketing Management, Risk Management, Strategy, Program Management, Strategic Alliances, Competitive Analysis, Executive Management, Process Improvement, Management, Retail, Market Research, Sales Process
Education
University of Wisconsin-Madison 1996 — 1998
Graduate School of Banking
Kansas State University 1972 — 1976
BS, AgriBusiness
John Leary's Wolters Kluwer Financial Services Experience February 2013 - Present
Job Vice President Global Sales at TeamMateWolters Kluwer Financial Services
Industry Information Technology and Services
Experience
Wolters Kluwer Financial Services February 2013 - Present
Wolters Kluwer Financial Services January 2011 - Present
Wolters Kluwer January 2009 - February 2011
Marsh and McLennan - CS STARS January 2002 - December 2008
Sybase- Financial Fusion January 1999 - January 2002
Skills
Salesforce.com, Business Analysis, Strategic Planning, Business Planning, New Business Development, Staff Development, Start-ups, Marketing Strategy, Leadership, Professional Services, Sales, Solution Selling
Education
NYU 1996 — 1997
Continuing Course Work, Finance & Risk Management
Lehigh University 1986 — 1990
Wolters Kluwer Financial Services February 2013 - Present
Wolters Kluwer Financial Services January 2011 - Present
Wolters Kluwer January 2009 - February 2011
Marsh and McLennan - CS STARS January 2002 - December 2008
Sybase- Financial Fusion January 1999 - January 2002
Skills
Salesforce.com, Business Analysis, Strategic Planning, Business Planning, New Business Development, Staff Development, Start-ups, Marketing Strategy, Leadership, Professional Services, Sales, Solution Selling
Education
NYU 1996 — 1997
Continuing Course Work, Finance & Risk Management
Lehigh University 1986 — 1990
Jolene Magedanz's Wolters Kluwer Financial Services Experience February 2008 - February 2010
Job Sr. Business Systems Analyst at U.S. Bank
Industry Financial Services
Experience
U.S. Bank May 2013 - Present
U.S. Bank May 2013 - Present
Cetera Financial Group April 2012 - May 2013
Digi-Key Corporation July 2011 - April 2012
Cetera Financial Group February 2011 - June 2011
Be The Match operated by National Marrow Donor Program September 2010 - February 2011
Wells Fargo Investments February 2010 - September 2010
Wolters Kluwer Financial Services February 2008 - February 2010
Wolters Kluwer Financial Services July 2006 - February 2008
Wolters Kluwer Financial Services November 2004 - July 2006
Skills
Requirements Analysis, Business Requirements, Requirements Gathering, Business Analysis, SDLC, Analysis, SharePoint, Software Documentation, Software Development, Visio, Product Management, Web Content Management, Data Mapping, Documentation, SQL, Agile Methodologies, CaliberRM, Agile, Scrum, Agile & Waterfall..., Iterative Methodologies, Documentum, ISAPI, Web Design, Akamai, Oracle SQL, PowerDesigner, Sparx Enterprise..., ClearCase, Adobe SiteCatalyst, Salesforce.com, LivePerson Chat
Education
University of Saint Thomas 2008 — 2013
Master's degree, Software Engineering
Hennepin Technical College 2001 — 2005
AA, Visual Basic Programming
University of Minnesota-Twin Cities 1987 — 1993
BS, Chemistry
Marshall High School
Diploma
U.S. Bank May 2013 - Present
U.S. Bank May 2013 - Present
Cetera Financial Group April 2012 - May 2013
Digi-Key Corporation July 2011 - April 2012
Cetera Financial Group February 2011 - June 2011
Be The Match operated by National Marrow Donor Program September 2010 - February 2011
Wells Fargo Investments February 2010 - September 2010
Wolters Kluwer Financial Services February 2008 - February 2010
Wolters Kluwer Financial Services July 2006 - February 2008
Wolters Kluwer Financial Services November 2004 - July 2006
Skills
Requirements Analysis, Business Requirements, Requirements Gathering, Business Analysis, SDLC, Analysis, SharePoint, Software Documentation, Software Development, Visio, Product Management, Web Content Management, Data Mapping, Documentation, SQL, Agile Methodologies, CaliberRM, Agile, Scrum, Agile & Waterfall..., Iterative Methodologies, Documentum, ISAPI, Web Design, Akamai, Oracle SQL, PowerDesigner, Sparx Enterprise..., ClearCase, Adobe SiteCatalyst, Salesforce.com, LivePerson Chat
Education
University of Saint Thomas 2008 — 2013
Master's degree, Software Engineering
Hennepin Technical College 2001 — 2005
AA, Visual Basic Programming
University of Minnesota-Twin Cities 1987 — 1993
BS, Chemistry
Marshall High School
Diploma
Kent Kluver's Wolters Kluwer Financial Services Experience Senior attorneyBankers Systems1982 - Present
Job Senior Attorney at Wolters Kluwer Financial Services
Industry Financial Services
Experience
Wolters Kluwer Financial Services Senior attorneyBankers Systems1982 - Present
Skills
AML
Education
University of Minnesota Law School 1978 — 1981
JD, Law
Luther College 1974 — 1978
BA, History
Wolters Kluwer Financial Services Senior attorneyBankers Systems1982 - Present
Skills
AML
Education
University of Minnesota Law School 1978 — 1981
JD, Law
Luther College 1974 — 1978
BA, History
JOSE G GARCIA's Wolters Kluwer Financial Services Experience March 2001 - April 2004
Job Experienced Mortgage Licensing Professional
Industry Financial Services
Experience
Lenox Financial February 2015 - Present
Lenox Financial Mortgage Corporation March 2011 - February 2015
Ocia Peters School 2010 - 2011
Citigroup / Citi Residential Lending 2008 - 2008
Argent Mortgage / ACC Capital Holdings Corp. May 2004 - May 2007
Wolters Kluwer Financial Services March 2001 - April 2004
Skills
Microsoft Word, Licensing, Microsoft Excel, DataTrac, Encompass, NMLS, Legal Research, Litigation Support, Case Managment, Well versed, Microsoft Office, Compliance
Education
Fullerton College
Paralegal Studies
Lenox Financial February 2015 - Present
Lenox Financial Mortgage Corporation March 2011 - February 2015
Ocia Peters School 2010 - 2011
Citigroup / Citi Residential Lending 2008 - 2008
Argent Mortgage / ACC Capital Holdings Corp. May 2004 - May 2007
Wolters Kluwer Financial Services March 2001 - April 2004
Skills
Microsoft Word, Licensing, Microsoft Excel, DataTrac, Encompass, NMLS, Legal Research, Litigation Support, Case Managment, Well versed, Microsoft Office, Compliance
Education
Fullerton College
Paralegal Studies
Miranda Pete's Wolters Kluwer Financial Services Experience December 2012 - Present
Job Client Support Manager at Wolters Kluwer Financial Services
Industry Financial Services
Experience
Wolters Kluwer Financial Services December 2012 - Present
JPMorgan Chase January 2012 - December 2012
Litton Loan Servicing July 2010 - December 2011
Litton Loan Servicing April 2009 - July 2010
DHL Express February 2007 - January 2009
JPMorgan Chase October 1995 - October 2005
Skills
Team Building, Performance Appraisal, Mortgage, Strategic Planning, Problem Solving, Loans, Coaching
Education
LeTourneau University 2002 — 2008
Bachelors, Business Administration
Wolters Kluwer Financial Services December 2012 - Present
JPMorgan Chase January 2012 - December 2012
Litton Loan Servicing July 2010 - December 2011
Litton Loan Servicing April 2009 - July 2010
DHL Express February 2007 - January 2009
JPMorgan Chase October 1995 - October 2005
Skills
Team Building, Performance Appraisal, Mortgage, Strategic Planning, Problem Solving, Loans, Coaching
Education
LeTourneau University 2002 — 2008
Bachelors, Business Administration
Cynthia Lozen's Wolters Kluwer Financial Services Experience August 2009 - Present
Job Compliance/Business Analyst
Industry Financial Services
Experience
Wolters Kluwer Financial Services August 2009 - Present
Wolters Kluwer Financial Services 2006 - 2008
Wolters Kluwer Financial Services 2000 - 2006
DMR Financial Services, Inc 1998 - 2000
Skills
Business Analysis, Leadership, Financial Services, Analysis, Process Improvement, Green Belt Training
Education
Madonna University
Bachelor of Science, Marketing
Wolters Kluwer Financial Services August 2009 - Present
Wolters Kluwer Financial Services 2006 - 2008
Wolters Kluwer Financial Services 2000 - 2006
DMR Financial Services, Inc 1998 - 2000
Skills
Business Analysis, Leadership, Financial Services, Analysis, Process Improvement, Green Belt Training
Education
Madonna University
Bachelor of Science, Marketing
Rita Bostick's Wolters Kluwer Financial Services Experience March 2014 - Present
Job Senior Account Executive at Wolters Kluwer Financial Services
Industry Banking
Experience
Wolters Kluwer Financial Services March 2014 - Present
AMIfs April 2013 - Present
Empyrean Strategic Partners June 2012 - March 2014
Financial Managers Society, Inc 2000 - 2013
Angel Oak Advisory Services December 2010 - March 2012
Farin & Associates, Inc. November 2007 - December 2010
McGuire Performance 1997 - 2006
Myers Kohl 1993 - 1996
Skills
ALM, Interest Rate Risk..., Risk Management, Banking, Financial Modeling, Financial Analysis, Liquidity Risk, Loans, Fixed Income, Liquidity Management, Capital Markets, Portfolio Management, Treasury Management, Enterprise Risk..., Pricing, Marketing, Commercial Banking, Financial Services, Credit Risk, CRM, Financial Markets, Management, Lead Generation, Business Development, Account Management, Financial Risk, Start-ups, Credit, Sales Process, Sales, Financial Institutions, Derivatives
Education
Jacksonville State University 1968 — 1972
Bachelor of Business Administration (B.B.A.), Accounting and Economics
Wolters Kluwer Financial Services March 2014 - Present
AMIfs April 2013 - Present
Empyrean Strategic Partners June 2012 - March 2014
Financial Managers Society, Inc 2000 - 2013
Angel Oak Advisory Services December 2010 - March 2012
Farin & Associates, Inc. November 2007 - December 2010
McGuire Performance 1997 - 2006
Myers Kohl 1993 - 1996
Skills
ALM, Interest Rate Risk..., Risk Management, Banking, Financial Modeling, Financial Analysis, Liquidity Risk, Loans, Fixed Income, Liquidity Management, Capital Markets, Portfolio Management, Treasury Management, Enterprise Risk..., Pricing, Marketing, Commercial Banking, Financial Services, Credit Risk, CRM, Financial Markets, Management, Lead Generation, Business Development, Account Management, Financial Risk, Start-ups, Credit, Sales Process, Sales, Financial Institutions, Derivatives
Education
Jacksonville State University 1968 — 1972
Bachelor of Business Administration (B.B.A.), Accounting and Economics
Peter Kozachok's Wolters Kluwer Financial Services Experience 1993 - 1995
Job Independent Staffing and Recruiting Professional
Industry Staffing and Recruiting
Experience
Retired 2001 - Present
Bankers Systems 1993 - 1995
Wolters Kluwer/formerly Bankers Systems 1993 - 1995
Wolters Kluwer Financial Services 1993 - 1995
Waters Instruments, Inc. 1990 - 1993
National Computer Systems 1976 - 1988
NCS 1972 - 1988
Continental Data Processing 1968 - 1972
IBM 1960 - 1969
Skills
Recruiting, New Business Development, Strategic Planning, Account Management, Sales, Technical Recruiting, Process Improvement, Sales Management, Contract Negotiation, Vendor Management
Education
King's College 1955 — 1962
Bachelor of Arts (B.A.), Economics
Rutgers University 1955 — 1956
Retired 2001 - Present
Bankers Systems 1993 - 1995
Wolters Kluwer/formerly Bankers Systems 1993 - 1995
Wolters Kluwer Financial Services 1993 - 1995
Waters Instruments, Inc. 1990 - 1993
National Computer Systems 1976 - 1988
NCS 1972 - 1988
Continental Data Processing 1968 - 1972
IBM 1960 - 1969
Skills
Recruiting, New Business Development, Strategic Planning, Account Management, Sales, Technical Recruiting, Process Improvement, Sales Management, Contract Negotiation, Vendor Management
Education
King's College 1955 — 1962
Bachelor of Arts (B.A.), Economics
Rutgers University 1955 — 1956
Frederique Louis-Jacques's Wolters Kluwer Financial Services Experience February 2005 - December 2010
Job Associate Manager SCM Testing
Industry Hospital & Health Care
Experience
Allscripts April 2013 - Present
Allscripts September 2011 - April 2013
North Shore-LIJ Health System May 2011 - August 2011
Wolters Kluwer Financial Services February 2005 - December 2010
Uniprise/UNITED HEALTHGROUP January 2003 - February 2005
AETNA Inc January 2000 - January 2002
INGENIX/UNITED HEALTH GROUP January 1999 - January 2000
AETNA U.S. HEALTHCARE January 1998 - August 1999
AETNA U.S. HEALTHCARE September 1998 - January 1999
AETNA U.S. HEALTHCARE January 1997 - January 1998
Skills
SQL Server, MS Office Suite, MS Project, ClearQuest, QTP, Windows 7, XP, Wordperfect, Quality Center, Microsoft SQL Server, Microsoft Office
Education
Hofstra University 2011 — 2011
Healthcare Information Technology
Morse School of Business 1997 — 1999
Center for Culinary Arts
St. John's University 1990 — 1991
Biology
Syracuse University 1985 — 1989
Bachelor of Science, Chemical Engineering
St. Francis Preparatory School 1982 — 1985
St. Pascal Baylon
Allscripts April 2013 - Present
Allscripts September 2011 - April 2013
North Shore-LIJ Health System May 2011 - August 2011
Wolters Kluwer Financial Services February 2005 - December 2010
Uniprise/UNITED HEALTHGROUP January 2003 - February 2005
AETNA Inc January 2000 - January 2002
INGENIX/UNITED HEALTH GROUP January 1999 - January 2000
AETNA U.S. HEALTHCARE January 1998 - August 1999
AETNA U.S. HEALTHCARE September 1998 - January 1999
AETNA U.S. HEALTHCARE January 1997 - January 1998
Skills
SQL Server, MS Office Suite, MS Project, ClearQuest, QTP, Windows 7, XP, Wordperfect, Quality Center, Microsoft SQL Server, Microsoft Office
Education
Hofstra University 2011 — 2011
Healthcare Information Technology
Morse School of Business 1997 — 1999
Center for Culinary Arts
St. John's University 1990 — 1991
Biology
Syracuse University 1985 — 1989
Bachelor of Science, Chemical Engineering
St. Francis Preparatory School 1982 — 1985
St. Pascal Baylon
Akash Raymon's Wolters Kluwer Financial Services Experience January 2014 - Present
Job Lead IT Engineer (Performance / Automation) at Wolters Kluwer Financial Services
Industry Information Technology and Services
Experience
Wolters Kluwer Financial Services January 2014 - Present
Amdocs Inc. May 2007 - September 2013
IBM September 2005 - May 2007
Skills
SDLC, Unix, Software Quality..., Quality Center, Test Automation, Agile Methodologies, Testing, HP Quality Center, Integration
Education
Florida Atlantic University 2000 — 2003
Engineering, Computer
Wolters Kluwer Financial Services January 2014 - Present
Amdocs Inc. May 2007 - September 2013
IBM September 2005 - May 2007
Skills
SDLC, Unix, Software Quality..., Quality Center, Test Automation, Agile Methodologies, Testing, HP Quality Center, Integration
Education
Florida Atlantic University 2000 — 2003
Engineering, Computer
Jeff Ganz's Wolters Kluwer Financial Services Experience September 1996 - April 2013
Job Attorney
Industry Financial Services
Experience
St. Cloud State University Library January 2014 - May 2014
Edward Jones Investments April 2013 - January 2014
Wolters Kluwer Financial Services September 1996 - April 2013
Minnesota Army National Guard August 1988 - June 1991
Education
Hamline University School of Law
JD, Law
University of Wisconsin-Milwaukee
MLIS, Library Science
St. Cloud State University
B.S., Speech Communication
St. Cloud State University Library January 2014 - May 2014
Edward Jones Investments April 2013 - January 2014
Wolters Kluwer Financial Services September 1996 - April 2013
Minnesota Army National Guard August 1988 - June 1991
Education
Hamline University School of Law
JD, Law
University of Wisconsin-Milwaukee
MLIS, Library Science
St. Cloud State University
B.S., Speech Communication
Joan Mulligan's Wolters Kluwer Financial Services Experience February 2008 - December 2010
Job Experienced Insurance Compliance Professional
Industry Insurance
Experience
Seeking a consulting or contracting opportunity January 2011 - Present
Wolters Kluwer Financial Services February 2008 - December 2010
ZURICH INSURANCE COMPANY February 2007 - January 2008
SAVINGS BANK LIFE INSURANCE COMPANY May 2005 - June 2006
Maryland Insurance Administration January 1996 - January 2003
Comm of MA January 1985 - January 1996
Comm of MA January 1985 - January 1987
Senior Examiner January 1982 - January 1985
Division of Insurance January 1979 - January 1982
Skills
Compliance, Government, Risk Management, Property & Casualty..., Internal Controls, Editing, Leadership, Governance, Project Management, Analysis, Research, Visio, Banking
Education
Framingham State University
Seeking a consulting or contracting opportunity January 2011 - Present
Wolters Kluwer Financial Services February 2008 - December 2010
ZURICH INSURANCE COMPANY February 2007 - January 2008
SAVINGS BANK LIFE INSURANCE COMPANY May 2005 - June 2006
Maryland Insurance Administration January 1996 - January 2003
Comm of MA January 1985 - January 1996
Comm of MA January 1985 - January 1987
Senior Examiner January 1982 - January 1985
Division of Insurance January 1979 - January 1982
Skills
Compliance, Government, Risk Management, Property & Casualty..., Internal Controls, Editing, Leadership, Governance, Project Management, Analysis, Research, Visio, Banking
Education
Framingham State University
Mary Hjelm's Wolters Kluwer Financial Services Experience July 2000 - Present
Job Writer Analyst at Wolters Kluwer Financial Services
Industry Financial Services
Experience
Wolters Kluwer Financial Services July 2000 - Present
Sears, Roebuck and Co. August 1998 - July 2000
Steel Dynamics, Inc June 1998 - August 1998
Skills
Account Management, Accounts Payable, Administrative..., Analyst Relations, Business Analysis, Compliance, Customer Service, Data Entry, Microsoft Excel, Microsoft Office, Outlook, Process Improvement, Product Customization, Product Management, Spreadsheets, Team Building, Telephone Skills, Typesetting, Salesforce.com
Education
Indiana University-Purdue University Fort Wayne (IPFW) 1998 — 2000
Some College, Business Administration and Management, General
Garrett High School 1993 — 1998
Diploma
Indiana University—Purdue University Fort Wayne
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Wolters Kluwer Financial Services July 2000 - Present
Sears, Roebuck and Co. August 1998 - July 2000
Steel Dynamics, Inc June 1998 - August 1998
Skills
Account Management, Accounts Payable, Administrative..., Analyst Relations, Business Analysis, Compliance, Customer Service, Data Entry, Microsoft Excel, Microsoft Office, Outlook, Process Improvement, Product Customization, Product Management, Spreadsheets, Team Building, Telephone Skills, Typesetting, Salesforce.com
Education
Indiana University-Purdue University Fort Wayne (IPFW) 1998 — 2000
Some College, Business Administration and Management, General
Garrett High School 1993 — 1998
Diploma
Indiana University—Purdue University Fort Wayne
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Serge Kadanian's Wolters Kluwer Financial Services Experience June 2015 - Present
Job Project Manager at Wolters Kluwer Financial Services
Industry Financial Services
Experience
Wolters Kluwer Financial Services June 2015 - Present
Wolters Kluwer May 2014 - August 2014
Consolidated Contractors International Company April 2011 - June 2013
Consolidated Contractors International Company July 2007 - July 2009
Skills
MS Project, Team Leadership, Project Management, Project Planning, Engineering, Construction, Project Estimation, Procurement, Primavera P6, Contract Management, Project Control, Construction Management, Civil Engineering, EPC, Project Engineering, Risk Management, Microsoft Project, Microsoft Office, Management
Education
McGill University 2013 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
University of Southern California 2009 — 2010
Master's degree, Industrial and Systems Engineering, 3.44 / 4.00
Lebanese American University 2003 — 2007
Bachelor's degree, Industrial Engineering, 2.99 / 4.00
Wolters Kluwer Financial Services June 2015 - Present
Wolters Kluwer May 2014 - August 2014
Consolidated Contractors International Company April 2011 - June 2013
Consolidated Contractors International Company July 2007 - July 2009
Skills
MS Project, Team Leadership, Project Management, Project Planning, Engineering, Construction, Project Estimation, Procurement, Primavera P6, Contract Management, Project Control, Construction Management, Civil Engineering, EPC, Project Engineering, Risk Management, Microsoft Project, Microsoft Office, Management
Education
McGill University 2013 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
University of Southern California 2009 — 2010
Master's degree, Industrial and Systems Engineering, 3.44 / 4.00
Lebanese American University 2003 — 2007
Bachelor's degree, Industrial Engineering, 2.99 / 4.00
Chip Siarnacki's Wolters Kluwer Financial Services Experience June 2015 - Present
Job MBA Candidate at F.W. Olin Graduate School of Business
Industry Financial Services
Experience
Wolters Kluwer Financial Services June 2015 - Present
Babson College August 2014 - Present
Coleman Research Group January 2013 - July 2014
Coleman Research Group June 2011 - December 2012
Coleman Research Group August 2010 - May 2011
Interdisciplinary Environmental Law Clinic at Washington University June 2008 - August 2008
Education
Hobart and William Smith Colleges 2007 — 2010
Magna Cum Laude, Environmental Studies, Writing
University of Vermont 2006 — 2007
Environmental Studies
Berkshire School 2002 — 2006
Wolters Kluwer Financial Services June 2015 - Present
Babson College August 2014 - Present
Coleman Research Group January 2013 - July 2014
Coleman Research Group June 2011 - December 2012
Coleman Research Group August 2010 - May 2011
Interdisciplinary Environmental Law Clinic at Washington University June 2008 - August 2008
Education
Hobart and William Smith Colleges 2007 — 2010
Magna Cum Laude, Environmental Studies, Writing
University of Vermont 2006 — 2007
Environmental Studies
Berkshire School 2002 — 2006
Troy Allen's Wolters Kluwer Financial Services Experience August 2005 - March 2013
Job Partner/Talent Manager at CMA Entertainment
Industry Entertainment
Experience
Wolters Kluwer Financial Services August 2005 - March 2013
CT Lien Solutions, a Wolters Kluwer Company October 2001 - July 2005
Sony Pictures Entertainment August 1998 - September 2001
Sony Pictures Entertainment April 1995 - July 1998
20th Century Fox March 1992 - April 1995
Skills
Salesforce.com, Business Development, CRM, Account Management, Strategy, Management, Team Building, Training, Market Research, Integration, Leadership, Business Planning, Budgets, Analysis, Operations Management
Education
Morehouse College
B.A.
Georgetown University - The McDonough School of Business
Master of Business Administration (M.B.A.)
Wolters Kluwer Financial Services August 2005 - March 2013
CT Lien Solutions, a Wolters Kluwer Company October 2001 - July 2005
Sony Pictures Entertainment August 1998 - September 2001
Sony Pictures Entertainment April 1995 - July 1998
20th Century Fox March 1992 - April 1995
Skills
Salesforce.com, Business Development, CRM, Account Management, Strategy, Management, Team Building, Training, Market Research, Integration, Leadership, Business Planning, Budgets, Analysis, Operations Management
Education
Morehouse College
B.A.
Georgetown University - The McDonough School of Business
Master of Business Administration (M.B.A.)
Jason Horst's Wolters Kluwer Financial Services Experience July 2007 - August 2008
Job
Industry Consumer Services
Experience
Verizon Communications April 2009 - December 2009
Wolters Kluwer Financial Services July 2007 - August 2008
Centennial Wireless September 2006 - July 2007
Peter Franklin Jewelers August 2003 - September 2006
Fred Meyer Jewelers October 1999 - August 2003
Education
Huntington University 1995 — 1999
Bachelor of Arts, Education
Ivy Tech Community College
Professional, Lean Six Sigma Black Belt
Verizon Communications April 2009 - December 2009
Wolters Kluwer Financial Services July 2007 - August 2008
Centennial Wireless September 2006 - July 2007
Peter Franklin Jewelers August 2003 - September 2006
Fred Meyer Jewelers October 1999 - August 2003
Education
Huntington University 1995 — 1999
Bachelor of Arts, Education
Ivy Tech Community College
Professional, Lean Six Sigma Black Belt
Delora Moreno's Wolters Kluwer Financial Services Experience December 2010 - Present
Job Senior Customer Support Representative at Wolters Kluwer Financial Services
Industry Financial Services
Experience
Wolters Kluwer Financial Services December 2010 - Present
Wolters Kluwer 2000 - Present
Skills
Lead Generation, CRM, Agile Methodologies, SaaS, Business Analysis, Salesforce.com, Process Improvement, SDLC, Training, Quality Assurance, Solution Selling, Customer Service
Education
Newman University 2003 — 2005
Master of Business Administration (MBA), Business Administration and Management, General
Friends University 1999 — 2001
Bachelor of Applied Science (BASc), Accounting and Computer Science
Wolters Kluwer Financial Services December 2010 - Present
Wolters Kluwer 2000 - Present
Skills
Lead Generation, CRM, Agile Methodologies, SaaS, Business Analysis, Salesforce.com, Process Improvement, SDLC, Training, Quality Assurance, Solution Selling, Customer Service
Education
Newman University 2003 — 2005
Master of Business Administration (MBA), Business Administration and Management, General
Friends University 1999 — 2001
Bachelor of Applied Science (BASc), Accounting and Computer Science
Lynn Walkup's Wolters Kluwer Financial Services Experience 2005 - 2008
Job Business Development at Heritage Parts
Industry Food & Beverages
Experience
Heritage Parts December 2014 - Present
Heritage Food Service Equipment April 2008 - Present
Wolters Kluwer Financial Services 2005 - 2008
Skills
Customer Service, Account Management, Sales, Customer Satisfaction, Sales Management, Operations Management, Customer Retention, Team Building, Inventory Management, Negotiation, Management, Sales Operations, Cold Calling, Direct Sales, Key Account Management, Forecasting, Logistics, Training, New Business Development
Education
Indiana Wesleyan University
Associate's degree, Business Administration, Management and Operations
Heritage Parts December 2014 - Present
Heritage Food Service Equipment April 2008 - Present
Wolters Kluwer Financial Services 2005 - 2008
Skills
Customer Service, Account Management, Sales, Customer Satisfaction, Sales Management, Operations Management, Customer Retention, Team Building, Inventory Management, Negotiation, Management, Sales Operations, Cold Calling, Direct Sales, Key Account Management, Forecasting, Logistics, Training, New Business Development
Education
Indiana Wesleyan University
Associate's degree, Business Administration, Management and Operations
Ashwin Somaiah's Wolters Kluwer Financial Services Experience March 2004 - February 2005
Job
Industry
Experience
PTC May 2005 - Present
Target April 2005 - May 2005
Wolters Kluwer Financial Services March 2004 - February 2005
eximsoft international July 2000 - July 2001
Skills
Agile Methodologies, Tomcat, Eclipse, Windchill, XML, Java, Ant, LDAP, Product Development, Product Lifecycle..., HTML, JSP, Servlets, Struts, Web Services, ClearCase, Git, Jenkins, Virtualization
Education
University of Missouri-Kansas City 2001 — 2003
MS, Computer Science
Manipal Institute of Technology 1995 — 2000
Bachelor of Engineering (B.E.), Computer Science
PTC May 2005 - Present
Target April 2005 - May 2005
Wolters Kluwer Financial Services March 2004 - February 2005
eximsoft international July 2000 - July 2001
Skills
Agile Methodologies, Tomcat, Eclipse, Windchill, XML, Java, Ant, LDAP, Product Development, Product Lifecycle..., HTML, JSP, Servlets, Struts, Web Services, ClearCase, Git, Jenkins, Virtualization
Education
University of Missouri-Kansas City 2001 — 2003
MS, Computer Science
Manipal Institute of Technology 1995 — 2000
Bachelor of Engineering (B.E.), Computer Science
Nicole Burlage's Wolters Kluwer Financial Services Experience August 2009 - September 2010
Job Administrative Assistant at City of Marion, Iowa
Industry Architecture & Planning
Experience
City of Marion, Iowa Planning & Development May 2013 - Present
Randy's Carpets & Interiors November 2011 - May 2013
Linn County: Planning & Development June 2011 - October 2011
City of Marion, IA: Planning Department November 2010 - May 2011
Wolters Kluwer Financial Services August 2009 - September 2010
City of Ames January 2009 - July 2009
Skills
GIS, Microsoft Office, Project Planning, Urban Planning, Research
Education
Iowa State University 2005 — 2009
Bachelor of Science (B.S.), Community & Regional Planning
City of Marion, Iowa Planning & Development May 2013 - Present
Randy's Carpets & Interiors November 2011 - May 2013
Linn County: Planning & Development June 2011 - October 2011
City of Marion, IA: Planning Department November 2010 - May 2011
Wolters Kluwer Financial Services August 2009 - September 2010
City of Ames January 2009 - July 2009
Skills
GIS, Microsoft Office, Project Planning, Urban Planning, Research
Education
Iowa State University 2005 — 2009
Bachelor of Science (B.S.), Community & Regional Planning
Karrie Stiller's Wolters Kluwer Financial Services Experience January 2010 - December 2011
Job Medical Transcriptionist
Industry Writing and Editing
Experience
Something Write, Inc. 2005 - Present
Wolters Kluwer Financial Services January 2010 - December 2011
REM South Central Services September 1998 - September 2004
Skills
Teaching, Management, Program Management
Education
Kaplan University 2009 — 2011
Associate of Applied Science, Medical Transcription
Buffalo High School
Something Write, Inc. 2005 - Present
Wolters Kluwer Financial Services January 2010 - December 2011
REM South Central Services September 1998 - September 2004
Skills
Teaching, Management, Program Management
Education
Kaplan University 2009 — 2011
Associate of Applied Science, Medical Transcription
Buffalo High School
Cheryl Fernandes's Wolters Kluwer Financial Services Experience September 2003 - February 2005
Job Project Manager, Strategy and Administration at Federal Reserve Bank of Chicago
Industry Financial Services
Experience
Northern Trust Corporation October 2013 - Present
BMO Harris Bank April 2013 - October 2013
Federal Reserve Bank of Chicago May 2012 - January 2013
Northern Trust August 2008 - February 2012
United Airlines January 2008 - June 2008
Sears Holdings Corporation August 2007 - December 2007
HAVI Global Solutions March 2007 - August 2007
Bank of America February 2005 - February 2007
Wolters Kluwer Financial Services September 2003 - February 2005
TravelClick August 2002 - August 2003
Education
University of Illinois at Chicago 1998 — 1999
Master of Science (MS), Computer Science
Goa University 1993 — 1997
BS, Computer Science
Northern Trust Corporation October 2013 - Present
BMO Harris Bank April 2013 - October 2013
Federal Reserve Bank of Chicago May 2012 - January 2013
Northern Trust August 2008 - February 2012
United Airlines January 2008 - June 2008
Sears Holdings Corporation August 2007 - December 2007
HAVI Global Solutions March 2007 - August 2007
Bank of America February 2005 - February 2007
Wolters Kluwer Financial Services September 2003 - February 2005
TravelClick August 2002 - August 2003
Education
University of Illinois at Chicago 1998 — 1999
Master of Science (MS), Computer Science
Goa University 1993 — 1997
BS, Computer Science
Pete Foss's Wolters Kluwer Financial Services Experience Support Manager for CCH ProSystem fx Tax and AccountingManager, Software SupportCCH Tax & Accounting; Wolters Kluwer Tax & AccountingAugust 2000 - Present
Job Manager, Software Support at CCH Tax & Accounting; Wolters Kluwer Tax & Accounting
Industry Accounting
Experience
Wolters Kluwer Financial Services Support Manager for CCH ProSystem fx Tax and AccountingManager, Software SupportCCH Tax & Accounting; Wolters Kluwer Tax & AccountingAugust 2000 - Present
CCH Computax August 1986 - August 1995
Ernst & Whinney January 1984 - August 1986
Skills
Tax, Accounting, Financial Reporting, Auditing, Financial Analysis, Corporate Tax, Income Tax, Financial Accounting, SaaS
Education
University of Idaho 1975 — 2000
Bachelor of Science (B.S.), Accounting
Golden Gate University 1990 — 1993
Master of Science (MS), Taxation
Wolters Kluwer Financial Services Support Manager for CCH ProSystem fx Tax and AccountingManager, Software SupportCCH Tax & Accounting; Wolters Kluwer Tax & AccountingAugust 2000 - Present
CCH Computax August 1986 - August 1995
Ernst & Whinney January 1984 - August 1986
Skills
Tax, Accounting, Financial Reporting, Auditing, Financial Analysis, Corporate Tax, Income Tax, Financial Accounting, SaaS
Education
University of Idaho 1975 — 2000
Bachelor of Science (B.S.), Accounting
Golden Gate University 1990 — 1993
Master of Science (MS), Taxation
Chris Gruska's Wolters Kluwer Financial Services Experience August 2010 - July 2014
Job Analyst at Faulkner Media Group
Industry Information Technology and Services
Experience
Faulkner Media Group September 2014 - Present
Wolters Kluwer Financial Services August 2010 - July 2014
Wolters Kluwer Financial Services April 2004 - April 2007
Wolters Kluwer Financial Services April 2004 - April 2007
Bankers Systems Inc June 2001 - March 2004
Bankers Systems Inc. June 2000 - June 2001
Skills
Agile Methodologies, Scrum, Quality Assurance, Quality Center, XML, Test Automation, Microsoft SQL Server, .NET, Software Development, Requirements Analysis, Requirements Gathering, Test Planning, Web Services, ASP.NET, SDLC, VB.NET, C#, SQL, Java, HP Quality Center
Education
Metropolitan State University 1997 — 2001
Management Information Systems
Faulkner Media Group September 2014 - Present
Wolters Kluwer Financial Services August 2010 - July 2014
Wolters Kluwer Financial Services April 2004 - April 2007
Wolters Kluwer Financial Services April 2004 - April 2007
Bankers Systems Inc June 2001 - March 2004
Bankers Systems Inc. June 2000 - June 2001
Skills
Agile Methodologies, Scrum, Quality Assurance, Quality Center, XML, Test Automation, Microsoft SQL Server, .NET, Software Development, Requirements Analysis, Requirements Gathering, Test Planning, Web Services, ASP.NET, SDLC, VB.NET, C#, SQL, Java, HP Quality Center
Education
Metropolitan State University 1997 — 2001
Management Information Systems
Pearson
Scholastic
Houghton Mifflin Harcourt
Random House
Wolters Kluwer
HarperCollins Publishers
Simon and Schuster
Houghton Mifflin