People: Advent Software Inc (ADVS.O)

ADVS.O on Nasdaq

43.60USD
1 Apr 2015
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Summary

Name Age Since Current Position

Stephanie DiMarco

57 2013 Chairman of the Board

David Hess

44 2012 President, Chief Executive Officer, Director

James Cox

43 2013 Chief Financial Officer, Executive Vice President

Todd Gottula

41 2012 Executive Vice President - Global Solutions Development, Chief Technology Officer

Chris Momsen

44 2012 Executive Vice President - Global Sales and Solutions

Anthony Sperling

46 2012 Executive Vice President - Global Client Experience

Wendell Van Auken

69 2013 Lead Independent Director

Michael Frandsen

2014 Director

Asiff Hirji

48 2011 Independent Director

James Kirsner

71 2006 Independent Director

Robert Tarkoff

44 2012 Independent Director

Justin Ritchie

Senior Director - FP&A, Investor Relations

Biographies

Name Description

Stephanie DiMarco

Ms. Stephanie G. DiMarco has been appointed as Chairman of the Board of Advent Software, Inc., effective September 17, 2013. She previously served as Chair of the Board from November 1995 until December 2003, and as a member of the Board thereafter. Ms. DiMarco served as Chief Executive Officer from June 1983 to November 1999 and from December 2003 to June 2012, after serving as interim CEO from May 2003. She also served as President from June 1983 to April 1997 and again from May 2003 to December 2008. She is a former member of the Board of Trustees of the UC Berkeley Foundation, serves on the Advisory Board of the College of Engineering at the University of California, Berkeley, and is a board member of Summer Search and the Presidio Institute, both non-profit organizations. Ms. DiMarco holds a B.S. in Business Administration from the University of California at Berkeley.

David Hess

Mr. David Peter F. Hess, Jr., is President, Chief Executive Officer, Director of Advent Software, Inc. He joined Advent in 1994. Mr. Hess is responsible for defining Advent's vision, setting strategy and overseeing execution across the global business. Mr. Hess has served as Chief Executive Officer of Advent since June 2012, and as President of Advent since December 2008. From February 2007 to December 2008, Mr. Hess served as Executive Vice President and General Manager of Advent's Investment Management Group. From May 2004 to February 2007, Mr. Hess served as Executive Vice President and General Manager of our Global Accounts group. In this role, Mr. Hess had global responsibility for strategy, product marketing, sales, services, and support of Advent solutions for the asset management industry's largest firms. Mr. Hess has held a variety of other positions in the company including Vice President of Sales and Vice President of Marketing. Mr. Hess holds a B.A. from Princeton University.

James Cox

Mr. James S. Cox is Chief Financial Officer, Executive Vice President of Advent Software, Inc. Mr. Cox is responsible for the oversight of the Company's financial functions. Mr. Cox has served as Executive Vice President and Chief Financial Officer since November 2012. From September 2009 to November 2012, Mr. Cox served as Senior Vice President and Chief Financial Officer of Advent. From July 2008 to September 2009, Mr. Cox served as Vice President and Principal Accounting Officer, and served as Corporate Controller from June 2006 to July 2008. Prior to joining Advent, Mr. Cox served as Assistant Controller of UTStarcom from 2004 to 2006. From 1994 to 2004, Mr. Cox held various positions at PricewaterhouseCoopers, LLP. Mr. Cox holds a B.A. in Economics from Ohio University.

Todd Gottula

Mr. Todd J. Gottula is Executive Vice President - Global Solutions Development, Chief Technology Officer of Advent Software, Inc. Mr. Gottula joined Advent in January 2002. Mr. Gottula is responsible for global solutions delivery and the Company's information technology infrastructure. From 2007 to 2012, Mr. Gottula served as Co-Head of Advent's Global Accounts, and beginning in 2011 the Tamale group, where he held global responsibility for product design, delivery, implementation and support of Advent's solutions for the alternative asset management industry, including the Geneva platform. From 2002 to 2007, Mr. Gottula held a variety of other positions in the Company including leadership roles in product development and client services. Prior to joining Advent, from 1997 to 2001, Mr. Gottula held development and services leadership positions with TenFold Corporation, an enterprise solution and technology provider, and from 1995 to 1997 Mr. Gottula held process engineering and design positions at Ultramar Diamond Shamrock (now Valero) Refining and Technology. Mr. Gottula holds a B.S. in Chemical Engineering from the California Institute of Technology.

Chris Momsen

Mr. Chris J. Momsen is Executive Vice President - Global Sales and Solutions of Advent Software, Inc. Mr. Momsen is responsible the Company's global solutions strategy and sales efforts. From 2007 to 2012, Mr. Momsen served as Co-Head of Advent's Global Accounts, and beginning in 2011 the Tamale group, where he had global responsibility for strategy, product marketing and sales of Advent's solutions for the alternative asset management industry, including the Geneva platform. From 2005 to 2007, Mr. Momsen served as Vice President of Sales, Global Accounts and directed global strategy and sales and marketing for Advent's Tamale research management solution. Mr. Momsen has held a variety of other positions in the Company including Senior Sales Executive and Marketing Manager. Prior to joining Advent, from 1996 to 1997, Mr. Momsen held positions at Wells Fargo in its Real Estate Capital Markets division and in 1995 as an options trader on the floor of the Pacific Exchange. Mr. Momsen holds a B.A. in History with a Business Minor from the University of California at Los Angeles, and an MBA from New York University.

Anthony Sperling

Mr. Anthony E. Sperling is Executive Vice President - Global Client Experience of Advent Software, Inc. Mr. Sperling is responsible for ensuring client success through our global services, support, account management and renewals organization. From 2009 to 2012, Mr. Sperling served as Senior Vice President, Co-Head and General Manager of Advent's Asset Management Group, where he was responsible for strategy, product marketing, sales, services, and support of Advent's solutions for the asset management industry. Mr. Sperling has held a variety of other positions in the Company including Senior Vice President of Services and Vice President of Client Sales, and Director of Product Marketing. He has also had sales and services responsibilities in Advent's European operations. Prior to joining Advent, from 1990 to 1993, Mr. Sperling held positions at Lawrence Johnson & Associates and Harris Bretall Sullivan & Smith. Mr. Sperling holds a B.S. in Business Administration from the University of Wisconsin at River Falls.

Wendell Van Auken

Mr. Wendell G. Van Auken has been appointed as Lead Independent Director of Advent Software, Inc., effective September 17, 2013. He is Independent Director of the Company since September 1995. Mr. Van Auken is currently a Partner Emeritus at Mayfield Fund and he became a General Partner at the firm in October 1986. He has led investments in a wide range of industries, particularly in B2B e-commerce, the information and financial service areas, and the convergence of the Internet and traditional broadcast industries. Before joining Mayfield Fund, Mr. Van Auken had a career as a Founding Officer, Executive, Chief Financial Officer and/or Chief Executive Officer for three startups in diverse industries: Sunset Designs, System Industries, and Infinitek. He started his career in computer manufacturing operations at Hewlett Packard in 1968. Mr. Van Auken is a Director of Montgomery Street Income Securities Inc., a management investment company. Mr. Van Auken holds a B.E.E. from Rensselaer Polytechnic Institute and an M.B.A. from Stanford University.

Michael Frandsen

Mr. Michael L. Frandsen is Director of the Company. Mr. Frandsen is the Senior Vice President of Products at Workday, Inc., a leading provider of enterprise cloud applications for human resources and finance. At Workday, Mr. Frandsen oversees product management, quality assurance, and product delivery. Prior to Workday, Mr. Frandsen was Chief Executive Officer (CEO) at Potenco, a green energy startup. Before Potenco, Mr. Frandsen was CEO at Tradepoint Solutions, a provider of SaaS-based retail promotion management applications. Mr. Frandsen led Tradepoint from delivery of a successful product prototype to the sale of the company to DemandTec in 2006. Preceding Tradepoint, Mr. Frandsen was at PeopleSoft, Inc. for seven years in various leadership roles, including Vice President and general manager of supply chain management. Mr. Frandsen began his career at Andersen Consulting (now Accenture) specializing in software strategy, product planning, development and customer support. Mr. Frandsen holds a bachelor’s degree in Finance and Information Systems from the University of Colorado. He is also certified in planning and inventory management and resource management by the American Production and Inventory Control Society.

Asiff Hirji

Mr. Asiff S. Hirji is Independent Director of Advent Software Inc.,since September 14, 2011. Mr. Hirji is the founder of Inflekxion LLC, a private investment firm. He previously served as a Partner with TPG Capital and helped lead their efforts in Financial Services, Technology and E-commerce. Prior to joining TPG, Mr. Hirji was an officer of TD Ameritrade from 2003 to 2007 including serving as President and COO. From 2002 to 2003 Mr. Hirji was a Partner at Bain & Company and a leader of their IT and Financial Services practices. Mr. Hirji holds a B.S. in Computer Science from the University of Calgary and an MBA with honors from the University of Western Ontario. Mr. Hirji has also served as a director of Citrix Systems since 2006.

James Kirsner

Mr. James D. Kirsner is Independent Director of Advent Software Inc., since January 2006. Mr. Kirsner currently serves on the board of directors of Fair Isaac Corporation, and until January 1, 2009, served on the board of Bank of Marin Bancorp. Mr. Kirsner also served on the board of Ask Jeeves, Inc. from 2001 to 2005. Mr. Kirsner retired from Arthur Andersen in 1993 as a partner, having joined its Audit and Business Advisory Practice in 1967. During Mr. Kirsner's tenure at Arthur Andersen, he provided a wide range of professional services, primarily to financial services firms. Mr. Kirsner then served as Chief Financial Officer and Head of Barra Ventures at Barra, Inc., a leading investment risk management services company from 1993 to 2001. Most recently, Mr. Kirsner was a consultant and interim Chief Operations Officer for Tukman Capital Management during 2001. Mr. Kirsner holds a B.S. degree in Economics and an M.S. degree in Accounting from the Wharton School of the University of Pennsylvania. Mr. Kirsner was also a general course student at the London School of Economics. Mr. Kirsner became a CPA in 1970 and currently is on inactive status.

Robert Tarkoff

Mr. Robert M. Tarkoff is Independent Director of Advent Software, Inc. Mr. Tarkoff is currently President and CEO of Lithium Technologies and has been responsible for its strategic direction and operation since September 2011. From April 2008 to September 2011, he served as Senior Vice President and General Manager of Adobe Systems Incorporated's Digital Enterprise Solutions business unit. Prior to joining Adobe, Mr. Tarkoff held several executive positions at EMC Corporation, Documentum, Inc. and Commerce One, Inc. Earlier in his career, Mr. Tarkoff was an associate attorney at the law firm of Wilson Sonsini Goodrich & Rosati, P.C. Additionally, Mr. Tarkoff is a member of the board of advisors for the Lawrence Hall of Science and has previously served on the board of directors for Borland Software Corporation and Onyx Software. Mr. Tarkoff holds a J.D. from Harvard Law School and a B.A. degree from Amherst College.

Justin Ritchie

Basic Compensation

Name Fiscal Year Total

Stephanie DiMarco

437,362

David Hess

3,917,660

James Cox

1,497,090

Todd Gottula

1,127,220

Chris Momsen

1,198,610

Anthony Sperling

1,281,210

Wendell Van Auken

--

Michael Frandsen

--

Asiff Hirji

--

James Kirsner

--

Robert Tarkoff

--

Justin Ritchie

--
As Of  30 Dec 2013

Options Compensation

Name Options Value

Stephanie DiMarco

822,538 24,266,250

David Hess

149,495 1,960,501

James Cox

38,600 995,280

Todd Gottula

45,487 449,499

Chris Momsen

178,200 3,303,050

Anthony Sperling

40,350 991,145

Wendell Van Auken

0 0

Michael Frandsen

0 0

Asiff Hirji

0 0

James Kirsner

0 0

Robert Tarkoff

0 0

Justin Ritchie

0 0
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