Rod Cherkas - San Mateo CA, US Devin Breise - La Jolla CA, US Jeffrey Brown - San Diego CA, US Elizabeth Cabrera - San Diego CA, US
International Classification:
G06Q 40/00
US Classification:
70503600R
Abstract:
An automated system provides the specific tax consequences of financial transactions of user, based on the user's particular tax profile. The system allows the user to immediately and easily determine the tax consequences of a transaction prior to execution of the transaction. The user may also determine the tax consequences of prior transactions, groups of transactions, and may between different sets of transactions.
Marketo - San Mateo, CA since Jan 2013
Vice President - Professional Services, Enablement, Education
RingCentral Sep 2010 - Dec 2012
Vice President - Customer Care
Intuit Apr 2006 - Oct 2010
Group Manager - QuickBooks Customer Care
Intuit Jan 2002 - Apr 2006
Group Operations/Product Mgr, QuickBooks Payroll - SaaS
Intuit Feb 1999 - Jan 2002
Senior Business Manager - Quicken.com Website
Education:
Stanford University Graduate School of Business 1994 - 1996
MBA
Duke University Aug 1987 - May 1991
BA, Economics/Political Science
Skills:
Customer Retention Technical Support Business Process Design Saas Global Management Expense Management Customer Success Social Support Customer Self Service