Xtiva Financial Systems
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Xtiva Financial Systems Employees
Employee
Years
Job
Industry
Andrea Lundquist Andrea Lundquist's Xtiva Financial Systems Experience July 2004 - January 2006
Job Managing Partner at Pier 70 Partners
Industry Events Services
Experience
Maker Faire Bay Area May 2014 - Present
Pier 70 Partners May 2013 - Present
Ghost Ship Halloween 2008 - Present
Space Cowboys, LLC October 2000 - Present
The Crucible April 2011 - February 2014
Epic Space September 2008 - March 2010
Mighty Breaks January 2005 - January 2010
Cost Plus World Market May 2006 - January 2009
Xtiva Financial Systems July 2004 - January 2006
RBC Dain Rausher 2002 - 2004
Skills
Event Management, Event Planning, Marketing, Public Relations, Fundraising, Non-profits, Budgets, Sales, Microsoft Excel, Project Management, PowerPoint, Customer Service, Microsoft Office, Music Industry, Artist Management, Volunteer Management, Special Events..., Events, Nonprofits, Project Planning, Start-ups, Entrepreneurship, Marketing Communications, Corporate Events, Advertising, Management, Social Media Marketing, Music, Social Networking
Education
Hamline University 1991 — 1994
BA, Poli Sci, Anthro, Mgmt
Bradley University 1990 — 1991
Maker Faire Bay Area May 2014 - Present
Pier 70 Partners May 2013 - Present
Ghost Ship Halloween 2008 - Present
Space Cowboys, LLC October 2000 - Present
The Crucible April 2011 - February 2014
Epic Space September 2008 - March 2010
Mighty Breaks January 2005 - January 2010
Cost Plus World Market May 2006 - January 2009
Xtiva Financial Systems July 2004 - January 2006
RBC Dain Rausher 2002 - 2004
Skills
Event Management, Event Planning, Marketing, Public Relations, Fundraising, Non-profits, Budgets, Sales, Microsoft Excel, Project Management, PowerPoint, Customer Service, Microsoft Office, Music Industry, Artist Management, Volunteer Management, Special Events..., Events, Nonprofits, Project Planning, Start-ups, Entrepreneurship, Marketing Communications, Corporate Events, Advertising, Management, Social Media Marketing, Music, Social Networking
Education
Hamline University 1991 — 1994
BA, Poli Sci, Anthro, Mgmt
Bradley University 1990 — 1991
Laura Moreno Laura Moreno's Xtiva Financial Systems Experience January 2001 - December 2007
Job Chief Executive Officer at Ladada
Industry Apparel & Fashion
Experience
Ladada August 2013 - Present
TD Ameritrade December 2011 - 2013
LALY designs April 2009 - January 2012
SunGard December 2007 - December 2011
Xtiva Financial Systems January 2001 - December 2007
First Allied Securities February 1998 - January 2001
Skills
Series 7, Miller Heiman, Social Media, Salesforce.com, SaaS, Fashion, Volusion, Financial Services, Sales, New Business Development, CRM, Account Management, Online Retail, Management, Entrepreneurship, Leadership, Investments, Business Development, Social Networking, Lead Generation, Enterprise Software, Product Management, Facebook
Education
California State University-Sacramento 1994 — 1997
BS, Criminal Law
Ladada August 2013 - Present
TD Ameritrade December 2011 - 2013
LALY designs April 2009 - January 2012
SunGard December 2007 - December 2011
Xtiva Financial Systems January 2001 - December 2007
First Allied Securities February 1998 - January 2001
Skills
Series 7, Miller Heiman, Social Media, Salesforce.com, SaaS, Fashion, Volusion, Financial Services, Sales, New Business Development, CRM, Account Management, Online Retail, Management, Entrepreneurship, Leadership, Investments, Business Development, Social Networking, Lead Generation, Enterprise Software, Product Management, Facebook
Education
California State University-Sacramento 1994 — 1997
BS, Criminal Law
Glen Schreitmueller Glen Schreitmueller's Xtiva Financial Systems Experience January 2011 - May 2014
Job
Industry Information Technology and Services
Experience
Beacon Strategies, LLC May 2014 - Present
Xtiva Financial Systems January 2011 - May 2014
Xtiva Financial Systems June 2007 - January 2011
Xtiva Financial Systems 2003 - 2007
MyHomeKey.com 2000 - 2002
ADP Brokerage Services Group (now Broadridge Financial Solutions) June 1988 - April 2000
ADP Financial Information Services 1994 - 1996
ADP Financial Information Services 1994 - 1996
Skills
Product Management, SaaS, Financial Services, Strategy, Vendor Management, Business Analysis, Relationship Management, Management, Strategic Partnerships, Start-ups, Enterprise Software, Sales, Direct Sales, Equities, Professional Services, Account Management, Data Center, Business Development, Product Marketing, Securities, Agile Methodologies, Public Speaking, Contract Negotiation, Cloud Computing, Consultative Sales..., Field Sales, Road Warrior, Compliance, Disaster Recovery, Data Warehousing, Enterprise Architecture, General Ledger, Internet, International Sales, Kanban, Key Account Development, Project Management, Market Analysis, Negotiation, Network Security, Onboarding, Strategic Planning, Relocation, Technical Writing, User Experience, Yield Management, Marketing Strategy, CRM, Salesforce.com, Leadership
Education
University of Michigan 1983 — 1987
Bachelors
University of Michigan
Bachelor's degree
Beacon Strategies, LLC May 2014 - Present
Xtiva Financial Systems January 2011 - May 2014
Xtiva Financial Systems June 2007 - January 2011
Xtiva Financial Systems 2003 - 2007
MyHomeKey.com 2000 - 2002
ADP Brokerage Services Group (now Broadridge Financial Solutions) June 1988 - April 2000
ADP Financial Information Services 1994 - 1996
ADP Financial Information Services 1994 - 1996
Skills
Product Management, SaaS, Financial Services, Strategy, Vendor Management, Business Analysis, Relationship Management, Management, Strategic Partnerships, Start-ups, Enterprise Software, Sales, Direct Sales, Equities, Professional Services, Account Management, Data Center, Business Development, Product Marketing, Securities, Agile Methodologies, Public Speaking, Contract Negotiation, Cloud Computing, Consultative Sales..., Field Sales, Road Warrior, Compliance, Disaster Recovery, Data Warehousing, Enterprise Architecture, General Ledger, Internet, International Sales, Kanban, Key Account Development, Project Management, Market Analysis, Negotiation, Network Security, Onboarding, Strategic Planning, Relocation, Technical Writing, User Experience, Yield Management, Marketing Strategy, CRM, Salesforce.com, Leadership
Education
University of Michigan 1983 — 1987
Bachelors
University of Michigan
Bachelor's degree
John A. Snyder, IV John A. Snyder, IV's Xtiva Financial Systems Experience January 2010 - June 2012
Job Associate Consultant, Risk and Derivatives Trading Americas at Brady PLC
Industry Financial Services
Experience
Brady PLC January 2015 - Present
Brady PLC June 2012 - January 2015
Xtiva Financial Systems January 2010 - June 2012
Xtiva Financial Systems, Inc March 2007 - January 2010
AIG SunAmerica Asset Management Co December 2006 - March 2007
AIG SunAmerica Asset Management Co July 2006 - December 2006
Floor of the Mercantile Exchange May 2004 - July 2006
Sandy Hook NJ January 2000 - January 2004
Skills
Financial Services, Relationship Management, Equities, Analysis, CRM, Sales, Teamwork, Consulting, SQL, Account Management, Research, Customer Service, FX trading, Equity Trading, Futures Trading, Mutual Funds, Asset Management, SaaS, Management, Trading, Strategic Partnerships, Commodity, Investments, Financial Markets, Business Analysis, Finance, Hedge Funds, Trading Systems, Options, Market Data, Electronic Trading, Derivatives, Back Office, Securities, Risk Management
Education
La Salle University
Bachelor of Science, Business, Management Information Systems
Holmdel High School 1998 — 2001
Brady PLC January 2015 - Present
Brady PLC June 2012 - January 2015
Xtiva Financial Systems January 2010 - June 2012
Xtiva Financial Systems, Inc March 2007 - January 2010
AIG SunAmerica Asset Management Co December 2006 - March 2007
AIG SunAmerica Asset Management Co July 2006 - December 2006
Floor of the Mercantile Exchange May 2004 - July 2006
Sandy Hook NJ January 2000 - January 2004
Skills
Financial Services, Relationship Management, Equities, Analysis, CRM, Sales, Teamwork, Consulting, SQL, Account Management, Research, Customer Service, FX trading, Equity Trading, Futures Trading, Mutual Funds, Asset Management, SaaS, Management, Trading, Strategic Partnerships, Commodity, Investments, Financial Markets, Business Analysis, Finance, Hedge Funds, Trading Systems, Options, Market Data, Electronic Trading, Derivatives, Back Office, Securities, Risk Management
Education
La Salle University
Bachelor of Science, Business, Management Information Systems
Holmdel High School 1998 — 2001
Vidya Mandapudy Vidya Mandapudy's Xtiva Financial Systems Experience January 2005 - December 2006
Job Staff Software Engineer
Industry Financial Services
Experience
Sybase November 2011 - Present
Wells Fargo Bank April 2009 - October 2011
Bear River Associates January 2007 - March 2009
Xtiva Financial Systems January 2005 - December 2006
Skills
Test Automation, QTP, Software Quality..., Testing, Waterfall, Test Cases
Education
Jawaharlal Nehru Technological University
B.Tech, Electrical
Louisiana Tech University
Master of Sciences, Electrical and Computer Science
NBPS
Sybase November 2011 - Present
Wells Fargo Bank April 2009 - October 2011
Bear River Associates January 2007 - March 2009
Xtiva Financial Systems January 2005 - December 2006
Skills
Test Automation, QTP, Software Quality..., Testing, Waterfall, Test Cases
Education
Jawaharlal Nehru Technological University
B.Tech, Electrical
Louisiana Tech University
Master of Sciences, Electrical and Computer Science
NBPS
Rishi Chinthapalli Rishi Chinthapalli's Xtiva Financial Systems Experience June 2009 - September 2009
Job Sr. B.I Consultant at Datafactz
Industry Information Technology and Services
Experience
Datafactz January 2006 - Present
MAXIMUS July 2012 - Present
Catalina Marketing April 2010 - May 2012
Netflix October 2009 - April 2010
Xtiva Financial Systems June 2009 - September 2009
Affiliated Computer Services 2007 - 2009
Skills
Data Warehousing, Microstrategy, Requirements Gathering, ETL, Business Intelligence, Data Modeling, SDLC, Teradata, Performance Tuning, ITIL, Data Warehouse..., Data Integration, Informatica, Dimensional Modeling, OLAP, MicroStrategy
Education
Eastern Michigan University 2004 — 2006
Masters in C.S.E, Computer Science Engineering
Jawaharlal Nehru Technological University
Bachelor of Technology (B.Tech.), Computer Science
Datafactz January 2006 - Present
MAXIMUS July 2012 - Present
Catalina Marketing April 2010 - May 2012
Netflix October 2009 - April 2010
Xtiva Financial Systems June 2009 - September 2009
Affiliated Computer Services 2007 - 2009
Skills
Data Warehousing, Microstrategy, Requirements Gathering, ETL, Business Intelligence, Data Modeling, SDLC, Teradata, Performance Tuning, ITIL, Data Warehouse..., Data Integration, Informatica, Dimensional Modeling, OLAP, MicroStrategy
Education
Eastern Michigan University 2004 — 2006
Masters in C.S.E, Computer Science Engineering
Jawaharlal Nehru Technological University
Bachelor of Technology (B.Tech.), Computer Science
Matt Aspen Matt Aspen's Xtiva Financial Systems Experience August 2010 - April 2011
Job Software Engineer at Intelligrated Inc
Industry Information Technology and Services
Experience
Intelligrated Inc October 2014 - Present
Digital Globe January 2013 - August 2013
PayPal Inc October 2011 - November 2012
eBay April 2011 - October 2011
Xtiva Financial Systems August 2010 - April 2011
SAIC June 2009 - August 2010
US Army Human Resources Command January 2009 - May 2009
Asynchrony Solutions June 2005 - November 2008
Stanford University Media Solutions 2000 - 2003
Stanford Center for Professional Development January 2000 - July 2000
Skills
Java Enterprise Edition, Java, XML, Agile Methodologies, Web Services, Spring
Education
Washington University in St. Louis 2004 — 2006
MS, Computer Science
San Jose State University 1993 — 1999
BFA, Fine Art - Photography
Intelligrated Inc October 2014 - Present
Digital Globe January 2013 - August 2013
PayPal Inc October 2011 - November 2012
eBay April 2011 - October 2011
Xtiva Financial Systems August 2010 - April 2011
SAIC June 2009 - August 2010
US Army Human Resources Command January 2009 - May 2009
Asynchrony Solutions June 2005 - November 2008
Stanford University Media Solutions 2000 - 2003
Stanford Center for Professional Development January 2000 - July 2000
Skills
Java Enterprise Edition, Java, XML, Agile Methodologies, Web Services, Spring
Education
Washington University in St. Louis 2004 — 2006
MS, Computer Science
San Jose State University 1993 — 1999
BFA, Fine Art - Photography
William Lieberman's Xtiva Financial Systems Experience August 2010 - May 2014
Job Passionate Leader of Growing Organizations
Industry Computer Software
Experience
The CEO's Right Hand January 2013 - Present
Adgorithmics, LLC May 2015 - Present
Interactive Donor Corp. 2014 - 2015
Xtiva Financial Systems August 2010 - May 2014
Xtiva Financial Systems July 1998 - August 2010
CMR Technologies May 1994 - July 1998
Bankers Trust/BT Securities July 1991 - June 1994
Skills
Strategy, Business Strategy, Mergers & Acquisitions, Entrepreneurship, Strategic Planning, Business Analysis, Start-ups, Cross-functional Team..., Financial Services, Executive Management, Product Management, Analysis, Management Consulting, Management, Enterprise Software, SaaS, Mergers, Leadership, Marketing, Analytics, Product Development, Cloud Computing, Business Development, Strategic Partnerships, Program Management, Sales, Process Improvement, Change Management, Software Project..., Business Process..., Competitive Analysis, Vendor Management, Business Planning, Software Development, Team Leadership, Finance, Consulting, Strategic Financial..., Financial Reporting, Strategic Leadership, Financial Analysis, Creative Problem Solving, Proposal Writing, Corporate Communications, Communication Skills, Executive Positions, Start-up Environment, Early-stage Startups, Early Stage Ventures, Early Stage Companies
Education
UCLA Anderson 1988 — 1991
MBA, Information Systems
UCLA 1988 — 1991
MS, Computer Science
UCSD 1982 — 1987
BS, Computer Engineering
The CEO's Right Hand January 2013 - Present
Adgorithmics, LLC May 2015 - Present
Interactive Donor Corp. 2014 - 2015
Xtiva Financial Systems August 2010 - May 2014
Xtiva Financial Systems July 1998 - August 2010
CMR Technologies May 1994 - July 1998
Bankers Trust/BT Securities July 1991 - June 1994
Skills
Strategy, Business Strategy, Mergers & Acquisitions, Entrepreneurship, Strategic Planning, Business Analysis, Start-ups, Cross-functional Team..., Financial Services, Executive Management, Product Management, Analysis, Management Consulting, Management, Enterprise Software, SaaS, Mergers, Leadership, Marketing, Analytics, Product Development, Cloud Computing, Business Development, Strategic Partnerships, Program Management, Sales, Process Improvement, Change Management, Software Project..., Business Process..., Competitive Analysis, Vendor Management, Business Planning, Software Development, Team Leadership, Finance, Consulting, Strategic Financial..., Financial Reporting, Strategic Leadership, Financial Analysis, Creative Problem Solving, Proposal Writing, Corporate Communications, Communication Skills, Executive Positions, Start-up Environment, Early-stage Startups, Early Stage Ventures, Early Stage Companies
Education
UCLA Anderson 1988 — 1991
MBA, Information Systems
UCLA 1988 — 1991
MS, Computer Science
UCSD 1982 — 1987
BS, Computer Engineering
Spencer Freeman Spencer Freeman's Xtiva Financial Systems Experience 2007 - 2008
Job Sr. UI Developer at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo January 2014 - July 2015
Healthline Networks, Inc. February 2013 - May 2013
Worth The Hurt March 2012 - October 2012
Experience Project / Kanjoya January 2012 - March 2012
Viscira December 2011 - January 2012
Euro RSCG 2011 - 2011
Judge Group 2011 - 2011
Cool Conference Live January 2010 - December 2010
Xtiva Financial Systems 2007 - 2008
Freedom Broadband May 2001 - January 2007
Skills
JavaScript, jQuery, HTML 5, CSS, PHP, Front-end, CSS3, User Interface Design, Wordpress, User Interface, IIS, CakePHP, E-commerce, MySQL, JSON, Web Development, JBoss Application Server, Web Applications, User Experience, Enterprise Software, XHTML, Drupal, ASP, Databases, SQL, Spring, WordPress, Software Project..., Integration, Java, Software Development, Oracle, Agile Methodologies, REST, AJAX, JSP, SASS, Usability, JIRA, Web Project Management, Requirements Analysis
Education
Georgia State University 1988 — 1992
CIS, Computer Information Systems
Wells Fargo January 2014 - July 2015
Healthline Networks, Inc. February 2013 - May 2013
Worth The Hurt March 2012 - October 2012
Experience Project / Kanjoya January 2012 - March 2012
Viscira December 2011 - January 2012
Euro RSCG 2011 - 2011
Judge Group 2011 - 2011
Cool Conference Live January 2010 - December 2010
Xtiva Financial Systems 2007 - 2008
Freedom Broadband May 2001 - January 2007
Skills
JavaScript, jQuery, HTML 5, CSS, PHP, Front-end, CSS3, User Interface Design, Wordpress, User Interface, IIS, CakePHP, E-commerce, MySQL, JSON, Web Development, JBoss Application Server, Web Applications, User Experience, Enterprise Software, XHTML, Drupal, ASP, Databases, SQL, Spring, WordPress, Software Project..., Integration, Java, Software Development, Oracle, Agile Methodologies, REST, AJAX, JSP, SASS, Usability, JIRA, Web Project Management, Requirements Analysis
Education
Georgia State University 1988 — 1992
CIS, Computer Information Systems
Colby Payne Colby Payne's Xtiva Financial Systems Experience March 2002 - January 2008
Job
Industry Computer Software
Experience
Yodlee May 2015 - Present
InvestCloud, Inc. May 2014 - May 2015
Advent Software September 2012 - May 2014
Advent Software April 2010 - September 2012
Advent Software January 2008 - April 2010
Xtiva Financial Systems March 2002 - January 2008
Morgan Stanley January 2001 - January 2002
ePlanning Securities 1999 - 2001
R.J. O'Brien 1996 - 1998
Skills
Enterprise Software, Product Management, SaaS, Integration, Salesforce.com, Agile Methodologies, Business Analysis, Cross-functional Team..., Software Project..., Business Intelligence, Financial Services, CRM, Requirements Analysis, Process Improvement, Analytics, Strategic Partnerships, SDLC, Agile Project Management, Cloud Computing, Relationship Management, SWIFT messaging, Straight Through..., Rally, JIRA, FIX, Omgeo Oasys, Project Management, Public Speaking, Strategy, Product Marketing, Solutions Marketing, Solution Development, Competitive Analysis, SQL, Microsoft SQL Server, VMware Workstation, XML
Education
University of Oregon 1992 — 1996
Bachelor's degree, Biology, General
Yodlee May 2015 - Present
InvestCloud, Inc. May 2014 - May 2015
Advent Software September 2012 - May 2014
Advent Software April 2010 - September 2012
Advent Software January 2008 - April 2010
Xtiva Financial Systems March 2002 - January 2008
Morgan Stanley January 2001 - January 2002
ePlanning Securities 1999 - 2001
R.J. O'Brien 1996 - 1998
Skills
Enterprise Software, Product Management, SaaS, Integration, Salesforce.com, Agile Methodologies, Business Analysis, Cross-functional Team..., Software Project..., Business Intelligence, Financial Services, CRM, Requirements Analysis, Process Improvement, Analytics, Strategic Partnerships, SDLC, Agile Project Management, Cloud Computing, Relationship Management, SWIFT messaging, Straight Through..., Rally, JIRA, FIX, Omgeo Oasys, Project Management, Public Speaking, Strategy, Product Marketing, Solutions Marketing, Solution Development, Competitive Analysis, SQL, Microsoft SQL Server, VMware Workstation, XML
Education
University of Oregon 1992 — 1996
Bachelor's degree, Biology, General
Lilly Lu Lilly Lu's Xtiva Financial Systems Experience 1999 - 2000
Job Manager, Inventory Management at Gap Inc./Gap
Industry Retail
Experience
Gap Inc./Gap August 2013 - Present
Gap Inc. 2010 - 2013
Macy's West 2006 - 2009
Restoration Hardware 2005 - 2006
Forbes 2003 - 2005
Ziff Davis Media 2000 - 2002
Xtiva Financial Systems 1999 - 2000
Kimpton Hotels 1996 - 1999
Skills
Inventory Management, Assortment, Visual Merchandising, Negotiation, Apparel, Merchandising, Trend Analysis, Budgets, Profit, Project Planning, Customer Service, Retail, Sales, Private Label, Purchasing, Fashion, CPFR, Trend, Merchandise Planning
Education
San Francisco State University 1994 — 1999
BS, Business Administration, Marketing
Gap Inc./Gap August 2013 - Present
Gap Inc. 2010 - 2013
Macy's West 2006 - 2009
Restoration Hardware 2005 - 2006
Forbes 2003 - 2005
Ziff Davis Media 2000 - 2002
Xtiva Financial Systems 1999 - 2000
Kimpton Hotels 1996 - 1999
Skills
Inventory Management, Assortment, Visual Merchandising, Negotiation, Apparel, Merchandising, Trend Analysis, Budgets, Profit, Project Planning, Customer Service, Retail, Sales, Private Label, Purchasing, Fashion, CPFR, Trend, Merchandise Planning
Education
San Francisco State University 1994 — 1999
BS, Business Administration, Marketing
Michael T. Brown Michael T. Brown's Xtiva Financial Systems Experience 2011 - 2012
Job Entrepreneurial Operations Executive
Industry Internet
Experience
DNA Healthcare, Inc 2013 - Present
MobileRescue.org 2010 - 2014
WorkedWith 2012 - 2013
BailRx, Inc. 2012 - 2013
Xtiva Financial Systems 2011 - 2012
Improm2 Consulting 2011 - 2011
Visage - Mobile Augmented Reality Discovery Platform 2009 - 2010
Scripps Networks 2008 - 2010
Proximity Match, LLC 2006 - 2008
Microsoft Corporation 2006 - 2008
Skills
Strategy, IT Strategy, SaaS, Change Management, Business Process..., Cross-functional Team..., Agile Project Management, Leadership, ITIL, Scrum, CRM, Integration, Operations Management, Management, OOP, SDLC, BPO, Business Architecture, CMS, Software Development, Mobile Devices, Project Management, Object Oriented Design, Hadoop, Strategic Negotiations, Cloud Computing, Agile Methodologies, EAI, Full SDLC, Incident Management, SWOT analysis, Enterprise Application..., Business Process Design, Enterprise Software, Recruiting, Recruiting & Developing..., Start-ups, Competitive Analysis, Outsourcing, Healthcare, Healthcare Information...
Education
Cornell University
Master of Business Administration (MBA), Business Administration and Management, General
Montclair Kimberley Academy
Oberlin College
Bachelor of Arts, Economics
DNA Healthcare, Inc 2013 - Present
MobileRescue.org 2010 - 2014
WorkedWith 2012 - 2013
BailRx, Inc. 2012 - 2013
Xtiva Financial Systems 2011 - 2012
Improm2 Consulting 2011 - 2011
Visage - Mobile Augmented Reality Discovery Platform 2009 - 2010
Scripps Networks 2008 - 2010
Proximity Match, LLC 2006 - 2008
Microsoft Corporation 2006 - 2008
Skills
Strategy, IT Strategy, SaaS, Change Management, Business Process..., Cross-functional Team..., Agile Project Management, Leadership, ITIL, Scrum, CRM, Integration, Operations Management, Management, OOP, SDLC, BPO, Business Architecture, CMS, Software Development, Mobile Devices, Project Management, Object Oriented Design, Hadoop, Strategic Negotiations, Cloud Computing, Agile Methodologies, EAI, Full SDLC, Incident Management, SWOT analysis, Enterprise Application..., Business Process Design, Enterprise Software, Recruiting, Recruiting & Developing..., Start-ups, Competitive Analysis, Outsourcing, Healthcare, Healthcare Information...
Education
Cornell University
Master of Business Administration (MBA), Business Administration and Management, General
Montclair Kimberley Academy
Oberlin College
Bachelor of Arts, Economics
Adam Maurer, CPA Adam Maurer, CPA's Xtiva Financial Systems Experience January 2007 - 2012
Job Sr. Accountant at Financial Times
Industry Accounting
Experience
Financial Times August 2014 - Present
Loews Corporation March 2013 - August 2014
Around The Clock Taxi January 2012 - March 2013
Xtiva Financial Systems January 2007 - 2012
Xtiva Financial Systems January 2006 - January 2007
Montauk Financial Group May 2004 - January 2006
Metlife Securities April 2003 - May 2004
Salomon Smith Barney November 2002 - April 2003
Skills
Accounting, Excel, SQL, Quickbooks, Microsoft Office, Visual Basic, Complex Problem Solving, Finance, Internal Controls, Customer Service, General Ledger, Microsoft Excel, Financial Services, Business Analysis, Salesforce.com, Peoplefluent, Quality Assurance, Information Systems, Month End Close, Relationship Management, Financial Software..., Analysis, Project Management, Cross-functional Team..., Risk Management, Financial Analysis, QuickBooks, Process Improvement, Series 7, Training, Software Documentation, Leadership, Securities, Budgets, Management, Accounts Payable, Auditing, Accounts Receivable, Sales, Enterprise Software, Internal Audit
Education
Kean University 2007 — 2008
PBM Certificate, Accounting
Ramapo College of New Jersey 1998 — 2002
BS, Finance
Financial Times August 2014 - Present
Loews Corporation March 2013 - August 2014
Around The Clock Taxi January 2012 - March 2013
Xtiva Financial Systems January 2007 - 2012
Xtiva Financial Systems January 2006 - January 2007
Montauk Financial Group May 2004 - January 2006
Metlife Securities April 2003 - May 2004
Salomon Smith Barney November 2002 - April 2003
Skills
Accounting, Excel, SQL, Quickbooks, Microsoft Office, Visual Basic, Complex Problem Solving, Finance, Internal Controls, Customer Service, General Ledger, Microsoft Excel, Financial Services, Business Analysis, Salesforce.com, Peoplefluent, Quality Assurance, Information Systems, Month End Close, Relationship Management, Financial Software..., Analysis, Project Management, Cross-functional Team..., Risk Management, Financial Analysis, QuickBooks, Process Improvement, Series 7, Training, Software Documentation, Leadership, Securities, Budgets, Management, Accounts Payable, Auditing, Accounts Receivable, Sales, Enterprise Software, Internal Audit
Education
Kean University 2007 — 2008
PBM Certificate, Accounting
Ramapo College of New Jersey 1998 — 2002
BS, Finance
Rob Richard Rob Richard's Xtiva Financial Systems Experience November 2007 - October 2009
Job Founder Futurity IT
Industry Information Technology and Services
Experience
Futurity IT April 2005 - Present
American Legion Post 26 July 2014 - Present
TrecomSystems October 2009 - April 2011
Xtiva Financial Systems November 2007 - October 2009
Tacit Software January 2007 - November 2007
Delta Development Group October 2003 - January 2007
Cogent Business Applications January 2001 - October 2003
SendSecurely.com 2001 - 2003
MapQuest.com / AOL 1997 - February 2001
KnowledgeSoft 1997 - 1997
Skills
Strategic Planning, Process Improvement, Web Development, Problem Solving, jQuery, Business Analysis, Product Development, Business Strategy, Business Planning, Web Applications, ASP.NET, C#, Software Project..., Microsoft SQL Server, Software Development, Management, Leadership, Project Management, Consultative Approach, Market Requirements, Start-ups, Cross-functional Team..., Process Engineering, Analysis, Cost Reduction, Business Process..., Marketing Strategy, Infragistics, Entity Framework, WCF, Product Management, Solution Creation, Proposal Generation, SQL Server, RhoMobile, Mobile Applications, Damage Assessment, Academic Writing, Lean Startup, Consultative Selling..., Real Estate Investment, CRM
Education
Walden University 2011 — 2014
D.B.A., Doctor of Business Administration
Penn State University 1998 — 2002
MBA, Business
Penn State University 1991 — 1995
B.S., Information Systems
Trinity High School
Futurity IT April 2005 - Present
American Legion Post 26 July 2014 - Present
TrecomSystems October 2009 - April 2011
Xtiva Financial Systems November 2007 - October 2009
Tacit Software January 2007 - November 2007
Delta Development Group October 2003 - January 2007
Cogent Business Applications January 2001 - October 2003
SendSecurely.com 2001 - 2003
MapQuest.com / AOL 1997 - February 2001
KnowledgeSoft 1997 - 1997
Skills
Strategic Planning, Process Improvement, Web Development, Problem Solving, jQuery, Business Analysis, Product Development, Business Strategy, Business Planning, Web Applications, ASP.NET, C#, Software Project..., Microsoft SQL Server, Software Development, Management, Leadership, Project Management, Consultative Approach, Market Requirements, Start-ups, Cross-functional Team..., Process Engineering, Analysis, Cost Reduction, Business Process..., Marketing Strategy, Infragistics, Entity Framework, WCF, Product Management, Solution Creation, Proposal Generation, SQL Server, RhoMobile, Mobile Applications, Damage Assessment, Academic Writing, Lean Startup, Consultative Selling..., Real Estate Investment, CRM
Education
Walden University 2011 — 2014
D.B.A., Doctor of Business Administration
Penn State University 1998 — 2002
MBA, Business
Penn State University 1991 — 1995
B.S., Information Systems
Trinity High School
Henry Chalian Henry Chalian's Xtiva Financial Systems Experience January 2011 - June 2011
Job External Relations Executive
Industry Financial Services
Experience
Heuer Media August 2012 - Present
Xtiva Financial Systems January 2011 - June 2011
LaunchTime LLC (SUNY Levin Institute) December 2009 - May 2010
J.P. Morgan Investment Bank: Global Equities Prime Services April 2002 - June 2009
SABHIC Inc January 1999 - January 2000
Skills
Prime Brokerage, Hedge Funds, Negotiation, Client Services, AML, Order Management, Equities, Securities, Public Speaking, Fixed Income, Financial Markets, Client Service, Financial Services, Portfolio Management, Strategy, Trading, Asset Management, Options, Relationship Management, CRM, Investment Banking, Management, Investments, Start-ups, Business Development, Capital Markets, Risk Management, Leadership, Entrepreneurship, Project Management, Sales, Consulting
Education
Columbia University - Columbia Business School
Executive Education - Candidate: Certificate in Business Excellence, Course work: strategy, marketing, accounting, finance and other select MBA topics
London School of Economics and Political Science
MSc, (Economics) Comparative Politics
California State University-Northridge
B.A., Political Science
Heuer Media August 2012 - Present
Xtiva Financial Systems January 2011 - June 2011
LaunchTime LLC (SUNY Levin Institute) December 2009 - May 2010
J.P. Morgan Investment Bank: Global Equities Prime Services April 2002 - June 2009
SABHIC Inc January 1999 - January 2000
Skills
Prime Brokerage, Hedge Funds, Negotiation, Client Services, AML, Order Management, Equities, Securities, Public Speaking, Fixed Income, Financial Markets, Client Service, Financial Services, Portfolio Management, Strategy, Trading, Asset Management, Options, Relationship Management, CRM, Investment Banking, Management, Investments, Start-ups, Business Development, Capital Markets, Risk Management, Leadership, Entrepreneurship, Project Management, Sales, Consulting
Education
Columbia University - Columbia Business School
Executive Education - Candidate: Certificate in Business Excellence, Course work: strategy, marketing, accounting, finance and other select MBA topics
London School of Economics and Political Science
MSc, (Economics) Comparative Politics
California State University-Northridge
B.A., Political Science
Praveen Majigud Praveen Majigud's Xtiva Financial Systems Experience December 2007 - July 2010
Job Lead Architect, Infrastructure and Operations at Yodlee Inc.
Industry Information Technology and Services
Experience
Yodlee Inc. October 2014 - Present
Power-One March 2013 - September 2014
i3monitor.com January 2011 - March 2014
Xtiva Financial Systems December 2007 - July 2010
Tacit Software Inc November 2006 - November 2007
Looksmart April 2002 - November 2006
Wisenut Inc October 2000 - April 2002
Skills
IT Operations, Data Center, Cloud Computing, Vendor Management, Virtualization, Networking, Amazon Web Services..., Start-ups, Strategy, Remote Infrastructure..., Large Scale Deployments, Server Farms, Cloud Computing IaaS, Cassandra, MySQL, Private Cloud, Amazon EC2, Amazon EBS, Amazon VPC, Amazon Route53
Education
Bangalore University
B.S, Electrical Engineering
University of California, Berkeley
Certificate, Marketing & Business Administration
Yodlee Inc. October 2014 - Present
Power-One March 2013 - September 2014
i3monitor.com January 2011 - March 2014
Xtiva Financial Systems December 2007 - July 2010
Tacit Software Inc November 2006 - November 2007
Looksmart April 2002 - November 2006
Wisenut Inc October 2000 - April 2002
Skills
IT Operations, Data Center, Cloud Computing, Vendor Management, Virtualization, Networking, Amazon Web Services..., Start-ups, Strategy, Remote Infrastructure..., Large Scale Deployments, Server Farms, Cloud Computing IaaS, Cassandra, MySQL, Private Cloud, Amazon EC2, Amazon EBS, Amazon VPC, Amazon Route53
Education
Bangalore University
B.S, Electrical Engineering
University of California, Berkeley
Certificate, Marketing & Business Administration
Chris Trailer's Xtiva Financial Systems Experience September 1999 - March 2005
Job Full stack node.js and Microsoft web with 18 yrs of professional experience with a great appreciation of user experience
Industry Internet
Experience
AutoFi August 2015 - Present
Echelon Asset Management April 2013 - Present
AXti.me March 2012 - Present
CompWest Insurance October 2005 - Present
Repata Consulting March 2005 - Present
Xtiva Financial Systems September 1999 - March 2005
Softline, Inc March 1998 - September 1999
Self Employed March 1997 - March 1998
Skills
Microsoft SQL Server, Cloud Computing, C#, Database Design, JavaScript, Software Project..., Data Center, IIS, jQuery, SaaS, Web Applications, Solution Architecture, Windows Server, Requirements Analysis, Architecture, Agile Project Management, Node.js, HTML 5, CSS, SQL, Web Development, Management, ASP.NET, ASP.NET MVC, MongoDB, Git, Redis, Amazon Web Services..., Entity Framework, Windows Azure, Wordpress, HTML5, Mobile Web Applications, ExtJS, Iterative Development..., socket.io, jQuery Mobile, Advanced CSS, Networking, SQL Azure, User Experience, User Interface Design, Integration, ASP, Software Design, Mobile Devices, Usability, System Architecture, Databases, Web Services
Education
Oregon State University
BS, Finance, Psychology
AutoFi August 2015 - Present
Echelon Asset Management April 2013 - Present
AXti.me March 2012 - Present
CompWest Insurance October 2005 - Present
Repata Consulting March 2005 - Present
Xtiva Financial Systems September 1999 - March 2005
Softline, Inc March 1998 - September 1999
Self Employed March 1997 - March 1998
Skills
Microsoft SQL Server, Cloud Computing, C#, Database Design, JavaScript, Software Project..., Data Center, IIS, jQuery, SaaS, Web Applications, Solution Architecture, Windows Server, Requirements Analysis, Architecture, Agile Project Management, Node.js, HTML 5, CSS, SQL, Web Development, Management, ASP.NET, ASP.NET MVC, MongoDB, Git, Redis, Amazon Web Services..., Entity Framework, Windows Azure, Wordpress, HTML5, Mobile Web Applications, ExtJS, Iterative Development..., socket.io, jQuery Mobile, Advanced CSS, Networking, SQL Azure, User Experience, User Interface Design, Integration, ASP, Software Design, Mobile Devices, Usability, System Architecture, Databases, Web Services
Education
Oregon State University
BS, Finance, Psychology
Andy Richardt, CFP®'s Xtiva Financial Systems Experience 1999 - 2004
Job Certified Financial Planner® at Thompson Wealth Management, Ltd.
Industry Financial Services
Experience
Miracle League of Massachusetts 2008 - Present
Thompson Wealth Management, Ltd. 2005 - Present
Xtiva Financial Systems 1999 - 2004
William Blair and Company 1996 - 1999
Andersen Consulting 1993 - 1996
Skills
Financial Services, Business Analysis, Strategic Financial..., Risk Management, Financial Analysis, Wealth Management
Education
Indiana University Bloomington 1989 — 1993
BS, Management Information Systems
Miracle League of Massachusetts 2008 - Present
Thompson Wealth Management, Ltd. 2005 - Present
Xtiva Financial Systems 1999 - 2004
William Blair and Company 1996 - 1999
Andersen Consulting 1993 - 1996
Skills
Financial Services, Business Analysis, Strategic Financial..., Risk Management, Financial Analysis, Wealth Management
Education
Indiana University Bloomington 1989 — 1993
BS, Management Information Systems
Bill Sterling's Xtiva Financial Systems Experience July 2009 - October 2011
Job CoFounder and Partner at CueContext
Industry Telecommunications
Experience
CueContext September 2014 - Present
Independent May 2014 - August 2014
BT Global Services April 2013 - April 2014
BT Global Services October 2011 - March 2013
Xtiva Financial Systems July 2009 - October 2011
Xtiva Financial Systems, Inc. January 2003 - July 2009
Xtiva Financial Systems August 1998 - January 2003
Brean Murray & Co. January 1996 - August 1998
Skills
Enterprise Software, Product Management, Business Analysis, SaaS, Product Marketing, CRM, Sales Management, Professional Services, Team Leadership, Sales Process, Program Management, Cloud Computing, Microsoft Excel, Business Strategy, Sales Operations, Lead Generation, Change Management, Account Management, SQL, Cross-functional Team..., New Business Development, Microsoft Office, Analysis, Budgets, Product Development, Sales Support, Customer Satisfaction, Customer Relations, Requirements Analysis, Strategic Planning, Problem Solving, Operations Management, Negotiation, Project Planning, Marketing Strategy, Excel, Contract Management, Software Project..., Business Intelligence, Process Improvement, Strategy Development, Competitive Analysis, Team Building, Business Planning, Analytics, Performance Management, Budgeting, Pricing, SDLC, Forecasting
Education
St. Lawrence University 1989 — 1992
BA
University of St. Andrews 1989 — 1990
Honors in Social Anthropology
CueContext September 2014 - Present
Independent May 2014 - August 2014
BT Global Services April 2013 - April 2014
BT Global Services October 2011 - March 2013
Xtiva Financial Systems July 2009 - October 2011
Xtiva Financial Systems, Inc. January 2003 - July 2009
Xtiva Financial Systems August 1998 - January 2003
Brean Murray & Co. January 1996 - August 1998
Skills
Enterprise Software, Product Management, Business Analysis, SaaS, Product Marketing, CRM, Sales Management, Professional Services, Team Leadership, Sales Process, Program Management, Cloud Computing, Microsoft Excel, Business Strategy, Sales Operations, Lead Generation, Change Management, Account Management, SQL, Cross-functional Team..., New Business Development, Microsoft Office, Analysis, Budgets, Product Development, Sales Support, Customer Satisfaction, Customer Relations, Requirements Analysis, Strategic Planning, Problem Solving, Operations Management, Negotiation, Project Planning, Marketing Strategy, Excel, Contract Management, Software Project..., Business Intelligence, Process Improvement, Strategy Development, Competitive Analysis, Team Building, Business Planning, Analytics, Performance Management, Budgeting, Pricing, SDLC, Forecasting
Education
St. Lawrence University 1989 — 1992
BA
University of St. Andrews 1989 — 1990
Honors in Social Anthropology
Peter J. Martin's Xtiva Financial Systems Experience November 2002 - Present
Job Solutions Architect, Implementation and Integration Manager PMP, CSM, CSPO
Industry Financial Services
Experience
PJM Management Consultants June 2005 - Present
Xtiva Financial Systems November 2002 - Present
American Portfolios Financial Services June 2010 - October 2011
Xtiva Financial Systems November 2002 - May 2010
Miningham & Oellerich Management Consultants January 1996 - November 2002
Skills
Business Analysis, SDLC, Project Management, Agile Methodologies, Integration, Data Warehousing, Quality Assurance, Analysis, Databases, Vendor Management, Management, Analytics, PMP, Microsoft SQL Server, Product Management, FINRA, SQL, Relationship Management, Leadership, ETL, CRM, Software Project..., Financial Services, SaaS, IT Management, Enterprise Software, IT Strategy, Agile Project Management, Capital Markets, Wealth Management, Investment Advisory, Broker-Dealer, Incentive Compensation..., Sales Performance..., Regulatory Compliance, Enterprise Solution..., Sales Engineering, Project Portfolio..., Business Intelligence, Business Process, Requirements Analysis, Process Improvement
Education
New York University 1976 — 1980
Bachelor of Science (B.S.), Finance and Economics
PJM Management Consultants June 2005 - Present
Xtiva Financial Systems November 2002 - Present
American Portfolios Financial Services June 2010 - October 2011
Xtiva Financial Systems November 2002 - May 2010
Miningham & Oellerich Management Consultants January 1996 - November 2002
Skills
Business Analysis, SDLC, Project Management, Agile Methodologies, Integration, Data Warehousing, Quality Assurance, Analysis, Databases, Vendor Management, Management, Analytics, PMP, Microsoft SQL Server, Product Management, FINRA, SQL, Relationship Management, Leadership, ETL, CRM, Software Project..., Financial Services, SaaS, IT Management, Enterprise Software, IT Strategy, Agile Project Management, Capital Markets, Wealth Management, Investment Advisory, Broker-Dealer, Incentive Compensation..., Sales Performance..., Regulatory Compliance, Enterprise Solution..., Sales Engineering, Project Portfolio..., Business Intelligence, Business Process, Requirements Analysis, Process Improvement
Education
New York University 1976 — 1980
Bachelor of Science (B.S.), Finance and Economics
Joseph C. Whalen III's Xtiva Financial Systems Experience September 2007 - December 2008
Job Technical Account Management, Manager at Omgeo
Industry Financial Services
Experience
Omgeo January 2011 - Present
Omgeo February 2009 - January 2011
Xtiva Financial Systems September 2007 - December 2008
J.B. Hanauer & Company June 2002 - September 2007
Prudential Securities December 1993 - October 2001
Allied Building Products June 1992 - December 1993
Skills
SDLC, Business Analysis, Vendor Management, Program Management, Application Development, Process Improvement, Integration, Project Planning, Vendor Relations, Analysis, Salesforce.com
Education
Kean University 2001 — 2002
MIS, Information Technology
Rider University 1988 — 1992
Northern Valley Regional High School at Demarest 1984 — 1988
Omgeo January 2011 - Present
Omgeo February 2009 - January 2011
Xtiva Financial Systems September 2007 - December 2008
J.B. Hanauer & Company June 2002 - September 2007
Prudential Securities December 1993 - October 2001
Allied Building Products June 1992 - December 1993
Skills
SDLC, Business Analysis, Vendor Management, Program Management, Application Development, Process Improvement, Integration, Project Planning, Vendor Relations, Analysis, Salesforce.com
Education
Kean University 2001 — 2002
MIS, Information Technology
Rider University 1988 — 1992
Northern Valley Regional High School at Demarest 1984 — 1988
Erica Lederman's Xtiva Financial Systems Experience 2008 - 2011
Job Manager, Reporting & Analytics at Hospital for Special Surgery
Industry Computer Software
Experience
Hospital for Special Surgery April 2014 - Present
Hospital for Special Surgery September 2013 - March 2014
Moody's Analytics April 2012 - January 2013
Xtiva Financial Systems 2008 - 2011
Xtiva Financial Systems 2004 - 2008
CCSI 2003 - 2004
Skills
Business Analysis, Requirements Analysis, Microsoft SQL Server, Data Modeling, ASP, Data Warehousing, SaaS, SQL, Agile Methodologies, Agile Project Management, SDLC, Software Development, SOA, Scrum, Enterprise Software, Enterprise Architecture, Web Services, Integration, Business Intelligence, Software Project..., Cloud Computing, Solution Architecture, IIS, ETL, Java, Databases
Education
New York University 1996 — 2000
Bachelor's degree
New York University
Hospital for Special Surgery April 2014 - Present
Hospital for Special Surgery September 2013 - March 2014
Moody's Analytics April 2012 - January 2013
Xtiva Financial Systems 2008 - 2011
Xtiva Financial Systems 2004 - 2008
CCSI 2003 - 2004
Skills
Business Analysis, Requirements Analysis, Microsoft SQL Server, Data Modeling, ASP, Data Warehousing, SaaS, SQL, Agile Methodologies, Agile Project Management, SDLC, Software Development, SOA, Scrum, Enterprise Software, Enterprise Architecture, Web Services, Integration, Business Intelligence, Software Project..., Cloud Computing, Solution Architecture, IIS, ETL, Java, Databases
Education
New York University 1996 — 2000
Bachelor's degree
New York University
Bryan McVicker's Xtiva Financial Systems Experience June 2010 - November 2010
Job Citrix Consultant
Industry Information Technology and Services
Experience
ThinOps Managed Services March 2012 - October 2012
Dell Services February 2012 - March 2012
ThinOps Consulting, Inc November 2010 - February 2012
Xtiva Financial Systems June 2010 - November 2010
Esurance July 2007 - June 2010
MTM Technologies March 2007 - July 2007
Xtiva Financial Systems, Inc. 2004 - 2007
ATTVenture 2002 - 2004
Vector ESP, Inc. 2000 - 2002
QRS 2000 - 2001
Skills
Citrix Metaframe, VDI, VMware ESX, Citrix, Virtualization, VMware, Active Directory, Application..., Cloud Computing, Netscaler, vSphere, Data Center, Windows Server, Group Policy, IIS, AppSense, Servers, Microsoft Technologies, VMware Infrastructure, SAN, Xen, Security, Hyper-V, Disaster Recovery, Server Architecture, Microsoft Exchange, Networking, Terminal Services, System Administration, Storage Area Networks, System Deployment, DHCP, DNS, HP, Storage, Microsoft Certified..., Microsoft Servers, High Availability, SCCM, App-V, NetApp, Windows 7, WSUS, XP, Cluster, HP Proliant, IT Operations, Windows XP, 2008 R2, VMware vSphere
Education
Heald College 1997 — 2000
ECHS
ThinOps Managed Services March 2012 - October 2012
Dell Services February 2012 - March 2012
ThinOps Consulting, Inc November 2010 - February 2012
Xtiva Financial Systems June 2010 - November 2010
Esurance July 2007 - June 2010
MTM Technologies March 2007 - July 2007
Xtiva Financial Systems, Inc. 2004 - 2007
ATTVenture 2002 - 2004
Vector ESP, Inc. 2000 - 2002
QRS 2000 - 2001
Skills
Citrix Metaframe, VDI, VMware ESX, Citrix, Virtualization, VMware, Active Directory, Application..., Cloud Computing, Netscaler, vSphere, Data Center, Windows Server, Group Policy, IIS, AppSense, Servers, Microsoft Technologies, VMware Infrastructure, SAN, Xen, Security, Hyper-V, Disaster Recovery, Server Architecture, Microsoft Exchange, Networking, Terminal Services, System Administration, Storage Area Networks, System Deployment, DHCP, DNS, HP, Storage, Microsoft Certified..., Microsoft Servers, High Availability, SCCM, App-V, NetApp, Windows 7, WSUS, XP, Cluster, HP Proliant, IT Operations, Windows XP, 2008 R2, VMware vSphere
Education
Heald College 1997 — 2000
ECHS
Lorenzo Greco's Xtiva Financial Systems Experience January 2012 - December 2013
Job Support Specialist II at Mediaocean Production & Corporate Accounting
Industry Information Technology and Services
Experience
Mediaocean January 2014 - Present
Xtiva Financial Systems January 2012 - December 2013
Xtiva Financial Systems August 2006 - December 2011
AIG SunAmerica Asset Management 2005 - 2006
Morgan Stanley Smith Barney 2003 - 2005
Skills
Business Analysis, Financial Services, Relationship Management, Analysis, Microsoft Excel, CRM, Accounting, Project Management, Microsoft Office, SQL, Mutual Funds, Team Leadership, Requirements Analysis, Team Building, Enterprise Software, Product Management, Customer Satisfaction, Training, SaaS, Software Documentation, Management, Vendor Management, Strategic Planning, Salesforce.com
Education
Ramapo College of New Jersey 2000 — 2005
Bachelor of Arts, Economics
West Orange High School 1995 — 1999
Mediaocean January 2014 - Present
Xtiva Financial Systems January 2012 - December 2013
Xtiva Financial Systems August 2006 - December 2011
AIG SunAmerica Asset Management 2005 - 2006
Morgan Stanley Smith Barney 2003 - 2005
Skills
Business Analysis, Financial Services, Relationship Management, Analysis, Microsoft Excel, CRM, Accounting, Project Management, Microsoft Office, SQL, Mutual Funds, Team Leadership, Requirements Analysis, Team Building, Enterprise Software, Product Management, Customer Satisfaction, Training, SaaS, Software Documentation, Management, Vendor Management, Strategic Planning, Salesforce.com
Education
Ramapo College of New Jersey 2000 — 2005
Bachelor of Arts, Economics
West Orange High School 1995 — 1999
Roy Austin PMP's Xtiva Financial Systems Experience September 2007 - November 2009
Job Project Management Consultant
Industry Financial Services
Experience
Freddie Mac August 2010 - January 2011
Xtiva Financial systems September 2007 - November 2009
Wilmington Trust April 2003 - September 2007
AG Consulting (ADP) August 1998 - April 2002
AG Consulting (Application Group Inc.) 1992 - 1998
Skills
PMO, Project Portfolio..., Project Planning, SDLC, Program Management, Change Management, PMP, Vendor Management, Payroll Services, ERP Implementations, Management Consulting, Strategy, Project Management, Enterprise Architecture, Management, Consulting, Professional Services, SaaS, Software Project..., Business Process
Education
Chadwick University 1991 — 1992
Bachelor, Business Admin
Control Data Inst. 1976 — 1977
Diploma, Programming, Systems Analysis & Design
Fisk University 1971 — 1973
Liberal Arts
Freddie Mac August 2010 - January 2011
Xtiva Financial systems September 2007 - November 2009
Wilmington Trust April 2003 - September 2007
AG Consulting (ADP) August 1998 - April 2002
AG Consulting (Application Group Inc.) 1992 - 1998
Skills
PMO, Project Portfolio..., Project Planning, SDLC, Program Management, Change Management, PMP, Vendor Management, Payroll Services, ERP Implementations, Management Consulting, Strategy, Project Management, Enterprise Architecture, Management, Consulting, Professional Services, SaaS, Software Project..., Business Process
Education
Chadwick University 1991 — 1992
Bachelor, Business Admin
Control Data Inst. 1976 — 1977
Diploma, Programming, Systems Analysis & Design
Fisk University 1971 — 1973
Liberal Arts
Michelle Cheng, LEED AP's Xtiva Financial Systems Experience January 2008 - October 2008
Job Senior Sourcing Specialist at Pacific Gas and Electric Company
Industry Utilities
Experience
Pacific Gas and Electric Company September 2012 - Present
Corporate Asian American Employee Network January 2012 - January 2013
Pacific Gas & Electric December 2010 - September 2012
PG&E InspirAsian Employee Resource Group January 2010 - December 2011
Pacific Gas & Electric May 2010 - November 2010
Pacific Gas & Electric May 2009 - May 2010
Pacific Gas & Electric October 2008 - May 2009
Xtiva Financial Systems January 2008 - October 2008
Skills
Program Management, Program Planning, Event Planning, Account Management, Vendor Relations, Contract Negotiation, Contact Management, Strategic Planning, Budgeting, Team Building, Teamwork, Coaching, Staff Training, Interpersonal Skill, Building Strong..., Problem Solving, Budgets, Cross-functional Team..., Energy Efficiency, Strategy, Competitive Analysis, Project Management, Time Management, Analysis, Process Improvement, Leadership, Forecasting, Plannning, Contract Management, Business Process..., Marketing, Sourcing, Energy, Product Development, Change Management, Start-ups, Business Strategy, Management, Vendor Management, Data Analysis, Demand Response
Education
University of Manitoba
Bachelor of Arts, Economics
Pacific Gas and Electric Company September 2012 - Present
Corporate Asian American Employee Network January 2012 - January 2013
Pacific Gas & Electric December 2010 - September 2012
PG&E InspirAsian Employee Resource Group January 2010 - December 2011
Pacific Gas & Electric May 2010 - November 2010
Pacific Gas & Electric May 2009 - May 2010
Pacific Gas & Electric October 2008 - May 2009
Xtiva Financial Systems January 2008 - October 2008
Skills
Program Management, Program Planning, Event Planning, Account Management, Vendor Relations, Contract Negotiation, Contact Management, Strategic Planning, Budgeting, Team Building, Teamwork, Coaching, Staff Training, Interpersonal Skill, Building Strong..., Problem Solving, Budgets, Cross-functional Team..., Energy Efficiency, Strategy, Competitive Analysis, Project Management, Time Management, Analysis, Process Improvement, Leadership, Forecasting, Plannning, Contract Management, Business Process..., Marketing, Sourcing, Energy, Product Development, Change Management, Start-ups, Business Strategy, Management, Vendor Management, Data Analysis, Demand Response
Education
University of Manitoba
Bachelor of Arts, Economics
Kate Cloyd's Xtiva Financial Systems Experience September 2014 - Present
Job Senior Business Analyst at Xtiva Financial Systems
Industry Information Services
Experience
Xtiva Financial Systems September 2014 - Present
Accenture March 2014 - September 2014
Procurian (now part of Accenture) June 2013 - February 2014
Procurian October 2012 - June 2013
N/A September 2010 - November 2012
ICG Commerce February 2008 - September 2010
UPS July 2005 - February 2008
Skills
Data Analysis, Microsoft Excel, Business Intelligence, Operations Management, Process Improvement, Supply Chain Management, Business Analysis, Logistics, Program Management, Project Management, Six Sigma, Leadership, Management, Change Management, Vendor Management, Cross-functional Team..., Business Process...
Education
Lehigh University 2004 — 2005
MS, Information & Systems Engineering
Lehigh University 2000 — 2004
BS, Industrial Engineering
Xtiva Financial Systems September 2014 - Present
Accenture March 2014 - September 2014
Procurian (now part of Accenture) June 2013 - February 2014
Procurian October 2012 - June 2013
N/A September 2010 - November 2012
ICG Commerce February 2008 - September 2010
UPS July 2005 - February 2008
Skills
Data Analysis, Microsoft Excel, Business Intelligence, Operations Management, Process Improvement, Supply Chain Management, Business Analysis, Logistics, Program Management, Project Management, Six Sigma, Leadership, Management, Change Management, Vendor Management, Cross-functional Team..., Business Process...
Education
Lehigh University 2004 — 2005
MS, Information & Systems Engineering
Lehigh University 2000 — 2004
BS, Industrial Engineering
Darren Gerbosi's Xtiva Financial Systems Experience 2001 - 2004
Job National Sales Executive at SunGard Financial Systems
Industry Financial Services
Experience
SunGard Financial Systems January 2015 - Present
Vanderbilt Financial Group May 2012 - December 2014
Fidelity Investments June 2004 - February 2012
Xtiva Financial Systems 2001 - 2004
Wechsler and Krumholz, Inc. 1989 - 2001
Skills
Financial Services, Securities, Series 63, Series 7, Business Relationship..., Finance, Sales, Executive Management, Relationship Management, Wealth Management, Trading, Mutual Funds, Equity Trading, Coaching, Recruiting, Management, Fixed Annuities, Salesforce.com, Equities, Investments, RIA, Marketing Strategy
Education
SUNY Albany
SunGard Financial Systems January 2015 - Present
Vanderbilt Financial Group May 2012 - December 2014
Fidelity Investments June 2004 - February 2012
Xtiva Financial Systems 2001 - 2004
Wechsler and Krumholz, Inc. 1989 - 2001
Skills
Financial Services, Securities, Series 63, Series 7, Business Relationship..., Finance, Sales, Executive Management, Relationship Management, Wealth Management, Trading, Mutual Funds, Equity Trading, Coaching, Recruiting, Management, Fixed Annuities, Salesforce.com, Equities, Investments, RIA, Marketing Strategy
Education
SUNY Albany
Carmen Bayley's Xtiva Financial Systems Experience May 2011 - July 2013
Job Patient Representative
Industry Hospital & Health Care
Experience
Hudson River HealthCare, Inc. (HRHCare) March 2015 - Present
Pinnacle Career Institute March 2014 - December 2014
Xtiva Financial Systems May 2011 - July 2013
Xtiva Financial Systems May 2009 - May 2011
AXA Advisors October 2000 - September 2008
AXA Advisors August 1989 - October 2000
Skills
Business Analysis, Financial Services, Relationship Management, SaaS, Vendor Management, SQL, Account Management, Customer Support, Compensation Structures, Project Management, Salesforce.com, Management, Compensation Specialist, Mutual Funds, Clearing Firms, Financial Audits, FINRA, Disaster Recovery, Account Reconciliation, Compliance, Customer Service, Microsoft Excel, Microsoft Word, Microsoft Office, Managerial Finance, Contract Negotiation, Networking, Outsourcing, Office Management, Office Administration, Mergers & Acquisitions, PowerPoint, Quality Assurance, Quality Control, Change Management, Sales, Sales Management, Securities, Business Development, Accounting, Process Improvement, Equities, Investments, Enterprise Software, Asset Management, Analysis, Series 7, Finance, Teamwork, Business Process...
Education
Baruch College
Accounting/Finance
Syracuse Unversity
Biology/ Accounting
Wagner College
Accounting/Finance
Hudson River HealthCare, Inc. (HRHCare) March 2015 - Present
Pinnacle Career Institute March 2014 - December 2014
Xtiva Financial Systems May 2011 - July 2013
Xtiva Financial Systems May 2009 - May 2011
AXA Advisors October 2000 - September 2008
AXA Advisors August 1989 - October 2000
Skills
Business Analysis, Financial Services, Relationship Management, SaaS, Vendor Management, SQL, Account Management, Customer Support, Compensation Structures, Project Management, Salesforce.com, Management, Compensation Specialist, Mutual Funds, Clearing Firms, Financial Audits, FINRA, Disaster Recovery, Account Reconciliation, Compliance, Customer Service, Microsoft Excel, Microsoft Word, Microsoft Office, Managerial Finance, Contract Negotiation, Networking, Outsourcing, Office Management, Office Administration, Mergers & Acquisitions, PowerPoint, Quality Assurance, Quality Control, Change Management, Sales, Sales Management, Securities, Business Development, Accounting, Process Improvement, Equities, Investments, Enterprise Software, Asset Management, Analysis, Series 7, Finance, Teamwork, Business Process...
Education
Baruch College
Accounting/Finance
Syracuse Unversity
Biology/ Accounting
Wagner College
Accounting/Finance
Julia Sh's Xtiva Financial Systems Experience 2006 - 2010
Job Accounting Manager at Nomorerack
Industry Financial Services
Experience
Nomorerack September 2012 - Present
AmeriMerchant February 2012 - September 2012
Xtiva Financial Systems 2006 - 2010
Skills
General Ledger, Sarbanes-Oxley Act, GAAP, Accounts Payable, Payroll, Budgets, Financial Reporting
Education
Baruch College 2005 — 2010
Bachelor of Business Administration, Accounting
Nomorerack September 2012 - Present
AmeriMerchant February 2012 - September 2012
Xtiva Financial Systems 2006 - 2010
Skills
General Ledger, Sarbanes-Oxley Act, GAAP, Accounts Payable, Payroll, Budgets, Financial Reporting
Education
Baruch College 2005 — 2010
Bachelor of Business Administration, Accounting