XCM Solutions, LLC
Industry: Software company
DescriptionFounded: 2004 Subsidiary: Xpitax, LLC
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XCM Solutions, LLC Employees
Employee
Years
Job
Industry
William Kaseta William Kaseta's XCM Solutions, LLC Experience May 2011 - September 2012
Job Financial Sector Manager at Cray Inc.
Industry Information Technology and Services
Experience
Cray Inc. Financial Segment Senior Account ManagerCray Inc.December 2014 - Present
Scale MP September 2014 - December 2014
The Ergonomic Group March 2013 - August 2014
The Ergonomic Group February 2013 - August 2014
XCM Solutions, LLC May 2011 - September 2012
Convey Computer September 2009 - June 2011
Niksun Inc. December 2006 - October 2009
Silicon Graphics 1996 - 2002
Sun Microsystems 1997 - 2001
SGI 1995 - 1998
Skills
Channel, Enterprise Software, Start-ups, Business Strategy, SaaS, Solution Selling, Cloud Computing, Program Management, Sales, Channel Partners, Team Building, Forecasting, Direct Sales, Major Accounts, Network Security, Sales Operations, Management, Leadership, Storage, Go-to-market Strategy, New Business Development, Professional Services, Business Alliances, Salesforce.com, Account Management, Strategic Partnerships, Managed Services, Selling, Partner Management, Virtualization, Data Center, Sales Process, Cross-functional Team..., Software Industry, Security, Strategy, Telecommunications, Lead Generation, Contract Negotiation, International Sales, Training, Strategic Planning, High Performance..., Networking, Vendor Management, IT Strategy, Negotiation, Business Planning, Disaster Recovery, Marketing Strategy
Education
Oregon State University
Physical Ed
St. John's University
Pre Law
Marymont College 1990 — 1991
Business Administration
Cray Inc. Financial Segment Senior Account ManagerCray Inc.December 2014 - Present
Scale MP September 2014 - December 2014
The Ergonomic Group March 2013 - August 2014
The Ergonomic Group February 2013 - August 2014
XCM Solutions, LLC May 2011 - September 2012
Convey Computer September 2009 - June 2011
Niksun Inc. December 2006 - October 2009
Silicon Graphics 1996 - 2002
Sun Microsystems 1997 - 2001
SGI 1995 - 1998
Skills
Channel, Enterprise Software, Start-ups, Business Strategy, SaaS, Solution Selling, Cloud Computing, Program Management, Sales, Channel Partners, Team Building, Forecasting, Direct Sales, Major Accounts, Network Security, Sales Operations, Management, Leadership, Storage, Go-to-market Strategy, New Business Development, Professional Services, Business Alliances, Salesforce.com, Account Management, Strategic Partnerships, Managed Services, Selling, Partner Management, Virtualization, Data Center, Sales Process, Cross-functional Team..., Software Industry, Security, Strategy, Telecommunications, Lead Generation, Contract Negotiation, International Sales, Training, Strategic Planning, High Performance..., Networking, Vendor Management, IT Strategy, Negotiation, Business Planning, Disaster Recovery, Marketing Strategy
Education
Oregon State University
Physical Ed
St. John's University
Pre Law
Marymont College 1990 — 1991
Business Administration
Michelle (Chappuis) Walsh Michelle (Chappuis) Walsh's XCM Solutions, LLC Experience June 2013 - Present
Job Director of Client Services, XCM Solutions
Industry Accounting
Experience
XCM Solutions, LLC June 2013 - Present
KPMG November 2012 - June 2013
Authentic Leaderships Institute October 2011 - April 2012
Stone + Company July 2011 - October 2011
State Street July 2009 - December 2010
State Street April 2006 - July 2009
State Street December 2004 - April 2006
PricewaterhouseCoopers September 2003 - December 2004
Eisner LLP November 2000 - August 2003
Skills
Project Management, Talent Management, Accounting, Financial Services, Internal Audit, Talent Acquisition, Talent Assessment, Internal Communications, Community Outreach, Strategic Planning, Change Management, Organizational..., Organizational Change, Leadership Development, Audit, Collaborative, College Recruiting, Program Management, Staff Training, New Employee Orientation, Training New Employees, Event Management, Corporate Events, Corporate Communications, Corporate Social..., Presentation Development, Contract Management, Outbound Logistics, Auditing, Business Process...
Education
Syracuse University - Martin J. Whitman School of Management 1996 — 2000
BS, Accounting
Mansfield High School 1992 — 1996
XCM Solutions, LLC June 2013 - Present
KPMG November 2012 - June 2013
Authentic Leaderships Institute October 2011 - April 2012
Stone + Company July 2011 - October 2011
State Street July 2009 - December 2010
State Street April 2006 - July 2009
State Street December 2004 - April 2006
PricewaterhouseCoopers September 2003 - December 2004
Eisner LLP November 2000 - August 2003
Skills
Project Management, Talent Management, Accounting, Financial Services, Internal Audit, Talent Acquisition, Talent Assessment, Internal Communications, Community Outreach, Strategic Planning, Change Management, Organizational..., Organizational Change, Leadership Development, Audit, Collaborative, College Recruiting, Program Management, Staff Training, New Employee Orientation, Training New Employees, Event Management, Corporate Events, Corporate Communications, Corporate Social..., Presentation Development, Contract Management, Outbound Logistics, Auditing, Business Process...
Education
Syracuse University - Martin J. Whitman School of Management 1996 — 2000
BS, Accounting
Mansfield High School 1992 — 1996
Bingyu (Vera) Su Bingyu (Vera) Su's XCM Solutions, LLC Experience February 2015 - April 2015
Job nonlicensing CPA
Industry Accounting
Experience
BNY Mellon July 2015 - Present
Bentley University Information process management dept. September 2014 - May 2015
XCM Solutions, LLC February 2015 - April 2015
Girl Scouts of Eastern Massachusetts June 2014 - August 2014
The Marble Collection, Inc. [TMC] February 2014 - May 2014
Allston Brighton Area Planning Action Council (APAC) November 2013 - April 2014
Zhongshen Asia-Pacific Accounting Firm, Ltd. March 2013 - July 2013
Skills
Financial Reporting, Auditing, Tax, Accounting, ERP, Management, Corporate Tax, Income Tax, Internal Controls, Time Management, QuickBooks, Financial Statements, Journal Entries, Payroll, Budgets
Education
Bentley University 2013 — 2015
Master of Science (MS), Accounting & Tax certification
Zhongnan University of Economics and Law 2009 — 2013
Bachelor of Business Administration (BBA), CGA (Certified General Accountants Association of Canada)
BNY Mellon July 2015 - Present
Bentley University Information process management dept. September 2014 - May 2015
XCM Solutions, LLC February 2015 - April 2015
Girl Scouts of Eastern Massachusetts June 2014 - August 2014
The Marble Collection, Inc. [TMC] February 2014 - May 2014
Allston Brighton Area Planning Action Council (APAC) November 2013 - April 2014
Zhongshen Asia-Pacific Accounting Firm, Ltd. March 2013 - July 2013
Skills
Financial Reporting, Auditing, Tax, Accounting, ERP, Management, Corporate Tax, Income Tax, Internal Controls, Time Management, QuickBooks, Financial Statements, Journal Entries, Payroll, Budgets
Education
Bentley University 2013 — 2015
Master of Science (MS), Accounting & Tax certification
Zhongnan University of Economics and Law 2009 — 2013
Bachelor of Business Administration (BBA), CGA (Certified General Accountants Association of Canada)
Larry Jansson Larry Jansson's XCM Solutions, LLC Experience September 2012 - Present
Job Director of Sales at XCM Solutions, LLC
Industry Information Technology and Services
Experience
XCM Solutions, LLC September 2012 - Present
AICPA/CPA.com June 2010 - September 2012
AICPA/CPA.com March 2009 - June 2010
JGI January 2008 - March 2009
MIG & Co. March 2005 - January 2008
Independent Consultant March 2002 - March 2005
Lawson Software January 1997 - March 2002
Skills
Enterprise Software, Solution Selling, Salesforce.com, Professional Services, Cloud Computing, CRM, SaaS, Business Intelligence, ERP, ERP Implementations, ERP Implementation..., Sales Management, Sales Operations, Direct Sales, Start-ups, Strategic Partnerships, Management, Lead Generation, Strategy, Consulting, Contract Negotiation, Selling, Channel Partners, Sales, E-commerce, Business Development, Strategic Planning, Marketing, Management Consulting, Account Management, Sales Process, Software Industry, Business Planning, Training, Product Management, Small Business, Financial Reporting, Leadership, Accounting, Financial Analysis, Budgets
Education
Columbia University in the City of New York
Bachelor of Science (BS), Industrial Engineering
NVRHS
XCM Solutions, LLC September 2012 - Present
AICPA/CPA.com June 2010 - September 2012
AICPA/CPA.com March 2009 - June 2010
JGI January 2008 - March 2009
MIG & Co. March 2005 - January 2008
Independent Consultant March 2002 - March 2005
Lawson Software January 1997 - March 2002
Skills
Enterprise Software, Solution Selling, Salesforce.com, Professional Services, Cloud Computing, CRM, SaaS, Business Intelligence, ERP, ERP Implementations, ERP Implementation..., Sales Management, Sales Operations, Direct Sales, Start-ups, Strategic Partnerships, Management, Lead Generation, Strategy, Consulting, Contract Negotiation, Selling, Channel Partners, Sales, E-commerce, Business Development, Strategic Planning, Marketing, Management Consulting, Account Management, Sales Process, Software Industry, Business Planning, Training, Product Management, Small Business, Financial Reporting, Leadership, Accounting, Financial Analysis, Budgets
Education
Columbia University in the City of New York
Bachelor of Science (BS), Industrial Engineering
NVRHS
Hong Yan Chen Hong Yan Chen's XCM Solutions, LLC Experience February 2012 - April 2012
Job Tax Analyst at J.P.Morgan
Industry Accounting
Experience
John Hancock Investments August 2015 - Present
J.P. Morgan August 2012 - July 2015
Quincy Asian Resources, Inc., July 2011 - June 2012
XCM Solutions, LLC February 2012 - April 2012
Joseph Cahill / WorthTax March 2011 - April 2011
Liberty Tax Service January 2011 - April 2011
Bunker Hill Community College January 2007 - April 2011
Skills
Microsoft Excel, QuickBooks, Analysis, Tax, Budgets, Financial Statements, Public Speaking, Income Tax, Tax Returns, Bookkeeping, Strategic Planning, Research, Microsoft Office, Bloomberg, PowerPoint, Self Learning, OneSource, WINS, OLE, ProSystem fx Tax, ProSeries, Lacerte, Access, Mutual Funds
Education
University of Massachusetts Boston 2013 — 2015
Master of Science (MS), Accounting
University of Massachusetts Boston 2010 — 2012
Bachelor of Science in Management, Accounting, 3.84
John Hancock Investments August 2015 - Present
J.P. Morgan August 2012 - July 2015
Quincy Asian Resources, Inc., July 2011 - June 2012
XCM Solutions, LLC February 2012 - April 2012
Joseph Cahill / WorthTax March 2011 - April 2011
Liberty Tax Service January 2011 - April 2011
Bunker Hill Community College January 2007 - April 2011
Skills
Microsoft Excel, QuickBooks, Analysis, Tax, Budgets, Financial Statements, Public Speaking, Income Tax, Tax Returns, Bookkeeping, Strategic Planning, Research, Microsoft Office, Bloomberg, PowerPoint, Self Learning, OneSource, WINS, OLE, ProSystem fx Tax, ProSeries, Lacerte, Access, Mutual Funds
Education
University of Massachusetts Boston 2013 — 2015
Master of Science (MS), Accounting
University of Massachusetts Boston 2010 — 2012
Bachelor of Science in Management, Accounting, 3.84
Barry MacQuarrie's XCM Solutions, LLC Experience November 2002 - March 2007
Job Consultant, Cloud Accounting Enthusiast, Technologist, CPA, Blogger
Industry Accounting
Experience
KAF August 1998 - Present
XCM Solutions, LLC November 2002 - March 2007
O'Connor & Drew, P.C. May 1988 - August 1998
Skills
Process Improvement, Consulting, Social Media, Accounting, Cloud Computing, IT Management, CPA, Business Process, Small Business, Management, Presentation Development, QuickBooks, Auditing, Information Technology, Tax Preparation, Xero, Tax, Paperless, Cloud Accounting, Toastmasters, General Ledger, LinkedIn, Facebook, Blogging, Certified Public...
Education
Babson College 1980 — 1984
BS
KAF August 1998 - Present
XCM Solutions, LLC November 2002 - March 2007
O'Connor & Drew, P.C. May 1988 - August 1998
Skills
Process Improvement, Consulting, Social Media, Accounting, Cloud Computing, IT Management, CPA, Business Process, Small Business, Management, Presentation Development, QuickBooks, Auditing, Information Technology, Tax Preparation, Xero, Tax, Paperless, Cloud Accounting, Toastmasters, General Ledger, LinkedIn, Facebook, Blogging, Certified Public...
Education
Babson College 1980 — 1984
BS
Kelvin (Tongyu) Xie's XCM Solutions, LLC Experience January 2015 - April 2015
Job Master of Science in Accountancy Candidate in Dec 2015
Industry Accounting
Experience
Hologic, Inc. May 2015 - August 2015
XCM Solutions, LLC January 2015 - April 2015
Walterly International Trading Ltd July 2014 - August 2014
China Construction Bank June 2014 - July 2014
Boston Technologies Inc October 2013 - December 2013
China Merchants Bank June 2012 - August 2012
Shinyway International June 2011 - August 2011
The International Consumer Electronics Show January 2011 - January 2011
Skills
Internal Auditing, Financial Analysis, Financial Accounting, Microsoft Excel, Microsoft Office, Leadership, SOX 404, Teamwork, Financial Statements, Auditing, Microsoft Word, Financial Modeling, Finance, Accounting, Budgets, Financial Risk, Account Reconciliation, PowerPoint
Education
Bentley Univerisity 2014 — 2015
Master's Degree, Accountancy
Bentley University 2012 — 2014
Bachelor of Science, Accountancy, Cum Laude
Saint Louis University 2009 — 2012
Bachelor's Degree, Accountancy
Maine Central Institute 2007 — 2009
High School
Hologic, Inc. May 2015 - August 2015
XCM Solutions, LLC January 2015 - April 2015
Walterly International Trading Ltd July 2014 - August 2014
China Construction Bank June 2014 - July 2014
Boston Technologies Inc October 2013 - December 2013
China Merchants Bank June 2012 - August 2012
Shinyway International June 2011 - August 2011
The International Consumer Electronics Show January 2011 - January 2011
Skills
Internal Auditing, Financial Analysis, Financial Accounting, Microsoft Excel, Microsoft Office, Leadership, SOX 404, Teamwork, Financial Statements, Auditing, Microsoft Word, Financial Modeling, Finance, Accounting, Budgets, Financial Risk, Account Reconciliation, PowerPoint
Education
Bentley Univerisity 2014 — 2015
Master's Degree, Accountancy
Bentley University 2012 — 2014
Bachelor of Science, Accountancy, Cum Laude
Saint Louis University 2009 — 2012
Bachelor's Degree, Accountancy
Maine Central Institute 2007 — 2009
High School
Haoxin Liu's XCM Solutions, LLC Experience January 2015 - April 2015
Job MSA and Certificate in Taxation at Bentley University
Industry Accounting
Experience
XCM Solutions, LLC January 2015 - April 2015
Auchan May 2014 - August 2014
SEALAND SECURITIES CO., LTD. May 2013 - August 2013
Agate Design Inc. June 2012 - August 2013
Muskingum University October 2011 - May 2012
Skills
Higher Education, PowerPoint, Microsoft Office, Microsoft Word, Teamwork, Microsoft Excel, Accounting, Financial Analysis, Analysis, Financial Accounting, Data Analysis, Finance, Leadership, Public Speaking, Research
Education
Bentley University 2013 — 2015
Master's degree, Accounting
Muskingum University 2009 — 2013
Bachelor of Arts (BA), Accounting, Business and Economics, 3.81
Muskingum University 2009 — 2013
Bachelor of Arts (B.A.), Accounting, 3.81
XCM Solutions, LLC January 2015 - April 2015
Auchan May 2014 - August 2014
SEALAND SECURITIES CO., LTD. May 2013 - August 2013
Agate Design Inc. June 2012 - August 2013
Muskingum University October 2011 - May 2012
Skills
Higher Education, PowerPoint, Microsoft Office, Microsoft Word, Teamwork, Microsoft Excel, Accounting, Financial Analysis, Analysis, Financial Accounting, Data Analysis, Finance, Leadership, Public Speaking, Research
Education
Bentley University 2013 — 2015
Master's degree, Accounting
Muskingum University 2009 — 2013
Bachelor of Arts (BA), Accounting, Business and Economics, 3.81
Muskingum University 2009 — 2013
Bachelor of Arts (B.A.), Accounting, 3.81
Laura Patton Laura Patton's XCM Solutions, LLC Experience April 2009 - February 2011
Job Account Executive at LexisNexis Litigation Solutions
Industry Computer Software
Experience
LexisNexis March 2014 - Present
Workshare January 2013 - December 2013
Thomson Reuters April 2011 - January 2013
XCM Solutions, LLC April 2009 - February 2011
Wolters Kluwer June 2006 - January 2009
Wolters Kluwer June 2006 - January 2009
Wolters Kluwer June 2006 - January 2009
SurePrep LLC January 2004 - June 2006
Thomson Reuters June 2000 - January 2004
Skills
Negotiation, Consultative Selling, Customer Relations, Account Management, Sales Operations, Cold Calling, Selling, Direct Sales, Customer Retention, Leadership, Project Management, Customer Service, Solution Selling, CRM, Accounting, Sales, Contract Negotiation, Management, Business Development, New Business Development, SaaS, Sales Process, Business Process..., B2B, Enterprise Software, Forecasting, Key Account Management, Sales Presentations, Strategic Partnerships, Team Leadership, Salesforce.com, Cloud Computing, Strategic Planning
Education
Suffolk University
Master's Degree, Tax Law/Taxation, With Honors
University of Massachusetts, Amherst
Bachelors of Business Administration (BBA), Accounting
LexisNexis March 2014 - Present
Workshare January 2013 - December 2013
Thomson Reuters April 2011 - January 2013
XCM Solutions, LLC April 2009 - February 2011
Wolters Kluwer June 2006 - January 2009
Wolters Kluwer June 2006 - January 2009
Wolters Kluwer June 2006 - January 2009
SurePrep LLC January 2004 - June 2006
Thomson Reuters June 2000 - January 2004
Skills
Negotiation, Consultative Selling, Customer Relations, Account Management, Sales Operations, Cold Calling, Selling, Direct Sales, Customer Retention, Leadership, Project Management, Customer Service, Solution Selling, CRM, Accounting, Sales, Contract Negotiation, Management, Business Development, New Business Development, SaaS, Sales Process, Business Process..., B2B, Enterprise Software, Forecasting, Key Account Management, Sales Presentations, Strategic Partnerships, Team Leadership, Salesforce.com, Cloud Computing, Strategic Planning
Education
Suffolk University
Master's Degree, Tax Law/Taxation, With Honors
University of Massachusetts, Amherst
Bachelors of Business Administration (BBA), Accounting
Larry Workman Larry Workman's XCM Solutions, LLC Experience 2014 - Present
Job Workflow and Scheduling software for accounting firms, XCM Solutions
Industry Management Consulting
Experience
XCM Solutions, LLC 2014 - Present
WC LLC 2006 - Present
Wolters Kluwer, CCH 2011 - 2014
AW CPAS, PLC 2005 - 2010
ACTIVANT SOLUTIONS, INC., 2000 - 2004
ZLand.com 1999 - 2000
Triad Systems Corporation 1994 - 1999
CCH Computax 1989 - 1994
Skills
Sales Process, Start-ups, Selling, Sales Operations, CRM, Sales Management, Solution Selling, Account Management, Process Improvement, SaaS, Customer Retention, Management, Professional Services, Sales, Negotiation, Software Industry, Direct Sales, Salesforce.com, Marketing Strategy, Analytics, Accounting, New Business Development, B2B, Forecasting, Sales Presentations, Small Business, Management Consulting, Strategic Planning, Business Planning, Team Building, Business Intelligence, Enterprise Software, Business Strategy, Contract Negotiation, Consultative Selling, Public Speaking, Team Management, Customer Relations, Tax, Business Management, Problem Solving, Coaching, Team Leadership, P&L, ERP, Software Sales, Mentoring, Budgeting, Planning, Marketing
Education
University of Phoenix 1994 — 1999
MBA, Business Administration
XCM Solutions, LLC 2014 - Present
WC LLC 2006 - Present
Wolters Kluwer, CCH 2011 - 2014
AW CPAS, PLC 2005 - 2010
ACTIVANT SOLUTIONS, INC., 2000 - 2004
ZLand.com 1999 - 2000
Triad Systems Corporation 1994 - 1999
CCH Computax 1989 - 1994
Skills
Sales Process, Start-ups, Selling, Sales Operations, CRM, Sales Management, Solution Selling, Account Management, Process Improvement, SaaS, Customer Retention, Management, Professional Services, Sales, Negotiation, Software Industry, Direct Sales, Salesforce.com, Marketing Strategy, Analytics, Accounting, New Business Development, B2B, Forecasting, Sales Presentations, Small Business, Management Consulting, Strategic Planning, Business Planning, Team Building, Business Intelligence, Enterprise Software, Business Strategy, Contract Negotiation, Consultative Selling, Public Speaking, Team Management, Customer Relations, Tax, Business Management, Problem Solving, Coaching, Team Leadership, P&L, ERP, Software Sales, Mentoring, Budgeting, Planning, Marketing
Education
University of Phoenix 1994 — 1999
MBA, Business Administration
Glen Keenan's XCM Solutions, LLC Experience 2003 - Present
Job President at Xpitax, LLC
Industry Accounting
Experience
XCM Solutions, LLC 2003 - Present
Xpitax, LLC 2003 - Present
Lightspeed Software 2001 - 2003
Deloitte 1992 - 2001
Deloitte & Touche 1992 - 2000
Skills
Accounting, Microsoft Office, Audit, Tax, Compliance, Auditing, Process Improvement, QuickBooks, General Ledger, Tax Accounting, Income Tax, Financial Analysis, Small Business, Bookkeeping, Strategic Planning, GAAP, Tax Returns, Financial Accounting, CPA, Tax Preparation, Financial Reporting, Corporate Tax, Tax Research, Finance, Management Consulting
Education
Boston College 1989 — 1992
BS, Accounting
Boston College - Wallace E. Carroll Graduate School of Management 1988 — 1992
BS, Accounting
Malden catholic high school 1984 — 1988
XCM Solutions, LLC 2003 - Present
Xpitax, LLC 2003 - Present
Lightspeed Software 2001 - 2003
Deloitte 1992 - 2001
Deloitte & Touche 1992 - 2000
Skills
Accounting, Microsoft Office, Audit, Tax, Compliance, Auditing, Process Improvement, QuickBooks, General Ledger, Tax Accounting, Income Tax, Financial Analysis, Small Business, Bookkeeping, Strategic Planning, GAAP, Tax Returns, Financial Accounting, CPA, Tax Preparation, Financial Reporting, Corporate Tax, Tax Research, Finance, Management Consulting
Education
Boston College 1989 — 1992
BS, Accounting
Boston College - Wallace E. Carroll Graduate School of Management 1988 — 1992
BS, Accounting
Malden catholic high school 1984 — 1988
Annie Maguire's XCM Solutions, LLC Experience June 2010 - February 2014
Job Training Specialist at Mintz Levin
Industry Computer Software
Experience
Mintz Levin February 2014 - Present
XCM Solutions, LLC June 2010 - February 2014
Skills
Salesforce.com, Process Improvement, CRM, Consulting, Customer Service, Account Management, Training, Software Implementation, Software Documentation, Professional Services, Marketing, Cloud Computing, Start-ups, Selling, Microsoft Excel, Sales
Education
Franklin Pierce College 2005 — 2009
BS, Business, Management, Marketing, and Related Support Services
Mintz Levin February 2014 - Present
XCM Solutions, LLC June 2010 - February 2014
Skills
Salesforce.com, Process Improvement, CRM, Consulting, Customer Service, Account Management, Training, Software Implementation, Software Documentation, Professional Services, Marketing, Cloud Computing, Start-ups, Selling, Microsoft Excel, Sales
Education
Franklin Pierce College 2005 — 2009
BS, Business, Management, Marketing, and Related Support Services
George Vittori's XCM Solutions, LLC Experience 2013 - 2015
Job Regional Sales Executive, North Central
Industry Legal Services
Experience
XCM Solutions, LLC 2013 - 2015
Wolters Kluwer 2011 - 2013
DocuSign 2010 - 2011
Thomson Reuters 1997 - 2010
Abbott Laboratories, Diagnostics Division 1993 - 1995
Xerox Corporation 1990 - 1993
Indiana University 1988 - 1990
Skills
Team Leadership, Sales Management, SaaS, Performance Management, Business Strategy, Cloud Computing, Fortune 1000, Strategy, Sales Process, New Business Development, Selling, Account Management, Solution Selling, Direct Sales, Marketing, Leadership, Sales, Sales Operations, Forecasting, Start-ups, Professional Services, Integrity, P&L, Strategy Development, GTM, Compensation, Legal Spend Managment, Legal Compliance, General Corporate..., Legal Technology, Business Intelligence, Salesforce.com, Marketing Strategy, Strategic Planning, Go-to-market Strategy, Team Building, Lead Generation, Strategic Partnerships, Pipeline Management, Customer Retention, Product Development, Management, CRM, Cross-functional Team..., Sales Presentations, B2B, Coaching, Software Industry, P&L Management, Entrepreneurship
Education
Vanderbilt University - Owen Graduate School of Management
Certification
Indiana University Bloomington
Bachelor of Science (B.S.)
John Adams High School
XCM Solutions, LLC 2013 - 2015
Wolters Kluwer 2011 - 2013
DocuSign 2010 - 2011
Thomson Reuters 1997 - 2010
Abbott Laboratories, Diagnostics Division 1993 - 1995
Xerox Corporation 1990 - 1993
Indiana University 1988 - 1990
Skills
Team Leadership, Sales Management, SaaS, Performance Management, Business Strategy, Cloud Computing, Fortune 1000, Strategy, Sales Process, New Business Development, Selling, Account Management, Solution Selling, Direct Sales, Marketing, Leadership, Sales, Sales Operations, Forecasting, Start-ups, Professional Services, Integrity, P&L, Strategy Development, GTM, Compensation, Legal Spend Managment, Legal Compliance, General Corporate..., Legal Technology, Business Intelligence, Salesforce.com, Marketing Strategy, Strategic Planning, Go-to-market Strategy, Team Building, Lead Generation, Strategic Partnerships, Pipeline Management, Customer Retention, Product Development, Management, CRM, Cross-functional Team..., Sales Presentations, B2B, Coaching, Software Industry, P&L Management, Entrepreneurship
Education
Vanderbilt University - Owen Graduate School of Management
Certification
Indiana University Bloomington
Bachelor of Science (B.S.)
John Adams High School
Shannon M. Keane, CPA's XCM Solutions, LLC Experience June 2015 - Present
Job Director of Professional Services at XCM Solutions
Industry Accounting
Experience
XCM Solutions, LLC June 2015 - Present
Zumba Fitness LLC October 2013 - Present
BOLLYX, Inc. August 2014 - Present
CFGI September 2014 - May 2015
Ernst & Young April 2012 - September 2014
Ernst & Young September 2008 - April 2012
Ernst & Young June 2007 - August 2007
Gilliam Coble & Moser, LLP February 2007 - April 2007
Skills
Auditing, Accounting, Consulting, Financial Reporting, Workflow Management, Solution Implementation, Project Management, IFRS, Internal Controls, Financial Services, SEC filings, Tax Preparation, Financial Analysis, Derivatives, Investments, Finance, Training & Development, Spanish translation, Coaching, Public Speaking, Financial Accounting, Valuation
Education
Elon University - Martha and Spencer Love School of Business 2004 — 2008
Bachelor of Science
XCM Solutions, LLC June 2015 - Present
Zumba Fitness LLC October 2013 - Present
BOLLYX, Inc. August 2014 - Present
CFGI September 2014 - May 2015
Ernst & Young April 2012 - September 2014
Ernst & Young September 2008 - April 2012
Ernst & Young June 2007 - August 2007
Gilliam Coble & Moser, LLP February 2007 - April 2007
Skills
Auditing, Accounting, Consulting, Financial Reporting, Workflow Management, Solution Implementation, Project Management, IFRS, Internal Controls, Financial Services, SEC filings, Tax Preparation, Financial Analysis, Derivatives, Investments, Finance, Training & Development, Spanish translation, Coaching, Public Speaking, Financial Accounting, Valuation
Education
Elon University - Martha and Spencer Love School of Business 2004 — 2008
Bachelor of Science
Kim Austin, ECMp, CAPTUREp's XCM Solutions, LLC Experience July 2012 - October 2013
Job National Accounts at Intuit | Partnering with Accountants to take our customers to the Cloud
Industry Computer Software
Experience
Intuit October 2013 - Present
XCM Solutions, LLC July 2012 - October 2013
Xpitax Solutions July 2012 - October 2013
Fujitsu September 2009 - June 2012
Altec Products, Inc. February 2007 - September 2009
Liberty IMS 2005 - 2007
Liberty IMS February 2004 - January 2005
Skills
CRM, Lead Generation, Account Management, Channel, Business Development, SaaS, B2B, Pre-sales, Solution Selling, Cloud Computing, Consulting, Sales, Strategic Planning, Sales Process, Sales Management, Enterprise Software, Program Management, Salesforce.com, Product Management, Start-ups, Professional Services, Direct Sales, Strategic Partnerships, Business Alliances, Process Improvement, Software Industry, Management, Channel Partners, New Business Development, Managed Services, Strategy, Product Marketing, Business Intelligence, Selling, Competitive Analysis
Education
Chapman University 2002 — 2004
Bachelor's Degree, Business Administration, Sales & Marketing Emphasis
Intuit October 2013 - Present
XCM Solutions, LLC July 2012 - October 2013
Xpitax Solutions July 2012 - October 2013
Fujitsu September 2009 - June 2012
Altec Products, Inc. February 2007 - September 2009
Liberty IMS 2005 - 2007
Liberty IMS February 2004 - January 2005
Skills
CRM, Lead Generation, Account Management, Channel, Business Development, SaaS, B2B, Pre-sales, Solution Selling, Cloud Computing, Consulting, Sales, Strategic Planning, Sales Process, Sales Management, Enterprise Software, Program Management, Salesforce.com, Product Management, Start-ups, Professional Services, Direct Sales, Strategic Partnerships, Business Alliances, Process Improvement, Software Industry, Management, Channel Partners, New Business Development, Managed Services, Strategy, Product Marketing, Business Intelligence, Selling, Competitive Analysis
Education
Chapman University 2002 — 2004
Bachelor's Degree, Business Administration, Sales & Marketing Emphasis
Patrick Gill's XCM Solutions, LLC Experience April 2014 - Present
Job Intern at XCM Solutions, LLC
Industry Marketing and Advertising
Experience
XCM Solutions, LLC April 2014 - Present
McCusker-Gill Inc May 2012 - August 2013
Black Rock Country Club 2006 - 2013
Fairfield University Health Center September 2011 - May 2012
Black Rock Country Club April 2011 - August 2011
McCusker-Gill Inc July 2009 - August 2010
Gary Hebert World Academy Of Hockey 2009 - 2010
Skills
Public Speaking, Social Networking, Marketing, Sales, Leadership, Critical Thinking, PowerPoint, Microsoft Office, Customer Service, Workflow Software, Salesforce.com, Microsoft Excel, Outlook, Twitter, Teamwork, Facebook, Time Management, Construction, QuickBooks, Account Management, Accounting, Finance, Photoshop, Positive Can-do Attitude, Happy Hour, Microsoft Word, Social Media
Education
Fairfield University 2011 — 2015
Communications
Thayer Academy 2003 — 2011
Middle School - High School
XCM Solutions, LLC April 2014 - Present
McCusker-Gill Inc May 2012 - August 2013
Black Rock Country Club 2006 - 2013
Fairfield University Health Center September 2011 - May 2012
Black Rock Country Club April 2011 - August 2011
McCusker-Gill Inc July 2009 - August 2010
Gary Hebert World Academy Of Hockey 2009 - 2010
Skills
Public Speaking, Social Networking, Marketing, Sales, Leadership, Critical Thinking, PowerPoint, Microsoft Office, Customer Service, Workflow Software, Salesforce.com, Microsoft Excel, Outlook, Twitter, Teamwork, Facebook, Time Management, Construction, QuickBooks, Account Management, Accounting, Finance, Photoshop, Positive Can-do Attitude, Happy Hour, Microsoft Word, Social Media
Education
Fairfield University 2011 — 2015
Communications
Thayer Academy 2003 — 2011
Middle School - High School
Colleen Mulligan Colleen Mulligan's XCM Solutions, LLC Experience June 2011 - September 2012
Job Analyst at AEW Capital Management
Industry Hospital & Health Care
Experience
AEW Capital Management September 2015 - Present
BioMed Realty June 2015 - September 2015
Pri-Med October 2012 - June 2015
XCM Solutions, LLC June 2011 - September 2012
Shea Training Systems June 2009 - May 2011
Skills
Customer Service, Sales Process, Salesforce.com, Lead Generation, Solution Selling, Account Management, QuickBooks, Start-ups, Process Improvement, Enterprise Software, Marketing, Management Consulting, Business Analysis, Sales, Leadership, Management, Selling, Strategy, Business Development, Sales Management, Healthcare, Medical Education, Sales Logix, PowerPoint, Sales Operations
Education
Babson College 2010 — 2012
Bachelor of Science (B.S.), Business Management
University of Massachusetts, Amherst 2008 — 2010
Isenberg School of Management
AEW Capital Management September 2015 - Present
BioMed Realty June 2015 - September 2015
Pri-Med October 2012 - June 2015
XCM Solutions, LLC June 2011 - September 2012
Shea Training Systems June 2009 - May 2011
Skills
Customer Service, Sales Process, Salesforce.com, Lead Generation, Solution Selling, Account Management, QuickBooks, Start-ups, Process Improvement, Enterprise Software, Marketing, Management Consulting, Business Analysis, Sales, Leadership, Management, Selling, Strategy, Business Development, Sales Management, Healthcare, Medical Education, Sales Logix, PowerPoint, Sales Operations
Education
Babson College 2010 — 2012
Bachelor of Science (B.S.), Business Management
University of Massachusetts, Amherst 2008 — 2010
Isenberg School of Management
Joseph Manzelli Jr Joseph Manzelli Jr's XCM Solutions, LLC Experience December 2012 - Present
Job Coordinator of Outsourced Workflow
Industry Accounting
Experience
XCM Solutions, LLC December 2012 - Present
Manzelli Consulting Inc December 2012 - Present
Skills
Accounting, Tax, Internal Controls, Financial Reporting, QuickBooks, Corporate Tax, CPA, Tax Preparation, Small Business, Payroll, Financial Accounting, GAAP, Technology, Information Technology, Cloud Computing, Hybrid Cloud, Workflow, Workflow Software, Workflow Applications, Budgets, Financial Statements, Forensic Accounting, Cash Flow, Tax Returns, Peachtree, Income Tax, Auditing, Consulting, Sage, General Ledger, Accountants, Account Reconciliation, Variance Analysis, Tax Accounting, Accounts Receivable, Finance, Sarbanes-Oxley Act, Accounts Payable, Preparation
Education
Ithaca College 1984 — 1987
Bachelor of Science (BS), Accounting
Liverpool High School 1980 — 1983
XCM Solutions, LLC December 2012 - Present
Manzelli Consulting Inc December 2012 - Present
Skills
Accounting, Tax, Internal Controls, Financial Reporting, QuickBooks, Corporate Tax, CPA, Tax Preparation, Small Business, Payroll, Financial Accounting, GAAP, Technology, Information Technology, Cloud Computing, Hybrid Cloud, Workflow, Workflow Software, Workflow Applications, Budgets, Financial Statements, Forensic Accounting, Cash Flow, Tax Returns, Peachtree, Income Tax, Auditing, Consulting, Sage, General Ledger, Accountants, Account Reconciliation, Variance Analysis, Tax Accounting, Accounts Receivable, Finance, Sarbanes-Oxley Act, Accounts Payable, Preparation
Education
Ithaca College 1984 — 1987
Bachelor of Science (BS), Accounting
Liverpool High School 1980 — 1983
Patrick Lenehan Patrick Lenehan's XCM Solutions, LLC Experience June 2013 - May 2014
Job IT Analyst at Liberty Mutual Insurance
Industry Information Technology and Services
Experience
Liberty Mutual Insurance June 2014 - Present
XCM Solutions, LLC June 2013 - May 2014
Boston College Dining September 2010 - May 2013
Fenway Sports Group September 2012 - November 2012
Campus Entertainment, LLC June 2012 - August 2012
Melrose Memorial Hall May 2012 - July 2012
Skills
Java, SQL, Android Development, Mac OS, Windows, HTML, CSS, JavaScript, PowerPoint, Marketing, Social Media, Microsoft Word, Microsoft Excel, Salesforce.com, Apex Programming, Word, Excel, Twitter, Visual Basic, Paint
Education
Boston College, Carroll School of Management 2010 — 2014
Bachelor of Science, Computer Science, Information Systems, Marketing, Senior
UMass Boston 2013 — 2013
Computer Science
Austin Preparatory School 2006 — 2010
High School Diploma
Liberty Mutual Insurance June 2014 - Present
XCM Solutions, LLC June 2013 - May 2014
Boston College Dining September 2010 - May 2013
Fenway Sports Group September 2012 - November 2012
Campus Entertainment, LLC June 2012 - August 2012
Melrose Memorial Hall May 2012 - July 2012
Skills
Java, SQL, Android Development, Mac OS, Windows, HTML, CSS, JavaScript, PowerPoint, Marketing, Social Media, Microsoft Word, Microsoft Excel, Salesforce.com, Apex Programming, Word, Excel, Twitter, Visual Basic, Paint
Education
Boston College, Carroll School of Management 2010 — 2014
Bachelor of Science, Computer Science, Information Systems, Marketing, Senior
UMass Boston 2013 — 2013
Computer Science
Austin Preparatory School 2006 — 2010
High School Diploma
Rhonda Sugarman MS, CPA's XCM Solutions, LLC Experience 2008 - 2009
Job Consultant at N H Klein and Co
Industry Computer Software
Experience
N H Klein and Co 2013 - Present
Fitness Companies 2002 - Present
NeuLexa 2012 - 2013
CCH, a Wolters Kluwer business February 2009 - September 2012
XCM Solutions, LLC 2008 - 2009
Thomson Reuters 2004 - 2008
Newport Travel & Social Club 2003 - 2004
American Institute of Certified Public Accountants 1995 - 2003
Skills
Account Management, Enterprise Software, Salesforce.com, Accounting, New Business Development, Solution Selling, SaaS, Integrated workflow..., Document Management, Taxation, Sales Process, Workflow, Tax, Integrated Marketing, B2B, Cold Calling, Cloud Computing, Sales Presentations, Web Presentations, ProSystem fx Tax, ProSystem fx Scan, Sales Operations, CRM, Selling, Business Development, Software Industry, Management, Lead Generation, Professional Services, Direct Sales, Strategic Partnerships, Contract Negotiation, Project Management, Product Development, Competitive Analysis, Consulting, Customer Retention, Strategy, Sales Management, Start-ups, Team Leadership, Pre-sales, Negotiation, Cross-functional Team..., Product Marketing, Process Improvement, Business Planning, Strategic Planning, Functional Training, Fitness/Strength...
Education
Pace University - Lubin School of Business
Master of Science (MS), Taxation
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (B.A.), Business Administration - Accounting
N H Klein and Co 2013 - Present
Fitness Companies 2002 - Present
NeuLexa 2012 - 2013
CCH, a Wolters Kluwer business February 2009 - September 2012
XCM Solutions, LLC 2008 - 2009
Thomson Reuters 2004 - 2008
Newport Travel & Social Club 2003 - 2004
American Institute of Certified Public Accountants 1995 - 2003
Skills
Account Management, Enterprise Software, Salesforce.com, Accounting, New Business Development, Solution Selling, SaaS, Integrated workflow..., Document Management, Taxation, Sales Process, Workflow, Tax, Integrated Marketing, B2B, Cold Calling, Cloud Computing, Sales Presentations, Web Presentations, ProSystem fx Tax, ProSystem fx Scan, Sales Operations, CRM, Selling, Business Development, Software Industry, Management, Lead Generation, Professional Services, Direct Sales, Strategic Partnerships, Contract Negotiation, Project Management, Product Development, Competitive Analysis, Consulting, Customer Retention, Strategy, Sales Management, Start-ups, Team Leadership, Pre-sales, Negotiation, Cross-functional Team..., Product Marketing, Process Improvement, Business Planning, Strategic Planning, Functional Training, Fitness/Strength...
Education
Pace University - Lubin School of Business
Master of Science (MS), Taxation
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (B.A.), Business Administration - Accounting
Victoria Wu's XCM Solutions, LLC Experience July 2014 - Present
Job Project Manager / Consultant at XCM Solutions, LLC
Industry Computer Software
Experience
XCM Solutions, LLC July 2014 - Present
MIT February 2013 - July 2014
PricewaterhouseCoopers July 2009 - February 2013
Skills
Project Management, Project Planning, Workflow Management, Tax Research, Tax, Tax Accounting, Income Tax, Accounting, Financial Analysis, Financial Accounting, Tax Preparation, Microsoft Office, Microsoft Excel, Lotus Notes
Education
University of Rhode Island - College of Business Administration 2008 — 2009
Master of Science (M.S.), Accounting
University of Rhode Island - College of Business Administration 2004 — 2008
Bachelor of Science (B.S.), Accounting
XCM Solutions, LLC July 2014 - Present
MIT February 2013 - July 2014
PricewaterhouseCoopers July 2009 - February 2013
Skills
Project Management, Project Planning, Workflow Management, Tax Research, Tax, Tax Accounting, Income Tax, Accounting, Financial Analysis, Financial Accounting, Tax Preparation, Microsoft Office, Microsoft Excel, Lotus Notes
Education
University of Rhode Island - College of Business Administration 2008 — 2009
Master of Science (M.S.), Accounting
University of Rhode Island - College of Business Administration 2004 — 2008
Bachelor of Science (B.S.), Accounting
Hewlett-Packard
SAP
Symantec
Intuit
HP
salesforce.com
Bloomberg LP
Autodesk