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“In the quest for financial literacy, computer power can be a powerful ally. The Encyclopedia does a good job of presenting facts and information in a straightforward and unbiased manner.”
Humberto Cruz
Syndicated Columnist
“Precision Information's tutorials are easy to read, accurate and straight to the point.”
Michael Gordon
New York Life |
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TEAM
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We'd like to introduce you to the talented
team of people behind The Educated Investor
family of products, powered by Precision Information.
MANAGEMENT TEAM
BOARD OF DIRECTORS and
OTHER KEY ADVISORS
PROGRAMMERS
WRITERS AND EDITORS
MARKETING PERSONNEL
JOB OPPORTUNITIES
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| Joe Saari
Ed Harris
Joe Saari, CEO / Co-Founder
Joe is a registered investment advisor who
co-founded Precision Information with Ed Harris
in 1998. Prior to starting Precision Information,
Joe worked as an economic analyst, financial
consultant, and earned his MBA in finance
and international business from the University
of Wisconsin-Madison. Recently Joe was honored
for his commitment to helping promote financial
education with an appointment to the Governor's
Task Force on Financial Education in the State
of Wisconsin.
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Ed Harris, Co-Founder
/ CTO / COO
Ed Harris has been involved in the computer
industry for nearly 40 years as a successful
entrepreneur, business owner, and consultant.
Prior to co-founding Precision Information
in 1998 with Joe Saari, Ed co-founded Persoft,
a microcomputer company that develops and
markets terminal emulation and connectivity
software products worldwide. Persoft consistently
was ranked as one of the top 100-microcomputer
software companies from 1983 until 1996 when
it was sold. Ed also served for over five
years as a director of the Software Publishers
Association (Washington, D.C.) and the Wisconsin
Software Publishers Association (Madison,
Wis.).
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Board
of Directors and Other Key Advisors
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Joe Saari
Edward S. Harris
Jane Boutelle
Mark Laufman
Randy Pitzer
Joe Saari,
Board Member
Joe is a registered investment advisor who
co-founded Precision Information with Ed Harris
in 1998. Prior to starting Precision Information,
Joe worked as an economic analyst, financial
consultant, and earned his MBA in finance
and international business from the University
of Wisconsin-Madison. Recently Joe was honored
for his commitment to helping promote financial
education with an appointment to the Governor's
Task Force on Financial Education in the State
of Wisconsin.
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Ed Harris,
Board Member
Ed Harris has been involved in the computer
industry for nearly 40 years as a successful
entrepreneur, business owner, and consultant.
Prior to co-founding Precision Information
in 1998 with Joe Saari, Ed co-founded Persoft,
a microcomputer company that develops and
markets terminal emulation and connectivity
software products worldwide. Persoft consistently
was ranked as one of the top 100-microcomputer
software companies from 1983 until 1996 when
it was sold. Ed also served for over five
years as a director of the Software Publishers
Association (Washington, D.C.) and the Wisconsin
Software Publishers Association (Madison,
Wis.).
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Jane
Boutelle, Advisor
Jane Boutelle has over twenty years of experience
working on high level product and brand development.
Prior to helping PI, Jane lead the team that
launched Intuit's market-leading QuickBooks
accounting package. Prior to working on the
Quickbooks launch Jane worked as a product
and brand manager at market-leading companies
like Intuit, and Apple Computers.
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Mark Laufman,
PI Board
Mark is a Managing Director
of Robert W. Baird & Co, Inc., a full-service
investment banking and wealth management firm
servicing clients in the United States and
Europe. In addition to working as a professional
money manager for Baird for nearly 30 years,
Mark has helped several successful start up
companies to grow by working as an early stage
investor and / or board member.
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Randy Pitzer, Advisor
Randy Pitzer is the Senior Vice President
and Deputy General Manager of Edelman Technology
Practice in Chicago. Randy has over twenty
years of experience in the marketing and public
relations field helping successful high tech
and software companies grow. Prior to working
at Edelman, Randy lead the marketing and PR
efforts at Spyglass and also worked at Ogilvy.
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Aaron Berken
Jeff Horn
Jeff Bail
Aaron Berken Aaron Berken is the lead programmer
who designed, developed and enhanced PI's
award-winning Encyclopedia of Personal Finance.
Aaron graduated from the University of Wisconsin-Madison
with bachelors' degrees in computer engineering
and computer science. Among his many jobs
in the computer field, Berken has worked at
Datagration, LLC and Plexus Technology Group.
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Jeff Horn
Jeff Horn is an experienced web designer,
who graduated as valedictorian of Milwaukee's
Marquette University in 1988 with degrees
in computer science and mathematics. Jeff
also holds a master's degree in mathematics
and a Ph.D. in computer science (with a specialization
in optimization). He has been working as a
lead programmer developing on-line database
applications for over eleven years. With PI,
horn leads the company's online development
efforts. Jeff was the lead programmer for "The Educated Investor Guide to Money
& Finance.
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Jeff Bail
Jeff Bail is an Internet developer with over six years of experience working for both the private sector and the U.S. government. At PI, he is developing our Virtual University, creates graphics, manages our e-newsletter, and works as our content designer. He holds a B.A. in Communications and Political Science from the University of Wisconsin-Madison.
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Dennis Filangeri,
CFP®
Clarence Dwyer, CFP®
Doris Green
Mike Marcoe
Mike Palermo, JD, CFP®
Dennis Filangeri, CFP®
Dennis is a Certified Financial Planner™
and certified tax expert who has nearly 30
years of experience as an educator, editor,
and personal finance consultant. Prior to
joining Precision Information, Dennis served
as a lead editor in a company providing continuing
education products for financial professionals
nationwide. Dennis is a member of several
associations, including the Institute of Certified
Financial Planners and the International Association
for Financial Planning. He has published several
articles and presented a number of seminars
on personal finance. For five years, he was
also a featured speaker at Money Watch Live.
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CJ Dwyer, CFP®
CJ Dwyer is a Certified Financial Planner™
with over twelve years of experience in the
financial services field. CJ has extensive experience
reviewing and editing investment education materials
for companies such as Precision Information
and EXAMCO, Inc. CJ worked as an agent for Northwestern
Mutual Life during which time he also acquired
his Life, Health, and Accident Insurance licenses
and as his Series Six and Sixty Three NASD certificates.
CJ helps Precision Information verify the technical
accuracy of its material as well as helping
the company to develop outlines for new content.
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Doris Green
Doris Green is a seasoned author and editor
who has written widely on business topics
for firms such as Credit Union National Association
and Magna Publications. Currently, she publishes
Wisconsin Community Banking News for Community
Bankers of Wisconsin. Green authors articles
for the Encyclopedia and assists with copyediting.
She holds two degrees from the University
of Wisconsin-Madison: a B.A. in Education
and an M.A. in Journalism.
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Mike Marcoe
Mike Marcoe graduated with a degree in English from the University of Wisconsin-Madison. He currently does copy editing of PI content, copywriting, classification of material for the Educated Investor guides and the Encyclopedia of Personal Finance, formatting, data entry, and general writing tasks. In addition, Mike works as an independent writer and editing consultant for book and periodical publishers.
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Mike Palermo,
JD, CFP®
An estate planning specialist with over twelve-years
experience preparing wills, trusts, and family
estate plans, Mike serves as a writer and
editor for PI. A Certified Financial Planner™ for ten years, Mike also spends his time working
as an attorney and an adjunct instructor for
the University of Kentucky, where he developed
three consumer-oriented courses on wills,
trusts, and long-term care planning.
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Jeff Kappen
Mark J. Knickelbine
Michael Mahoney
Jeff Kappen
Jeff Kappen provides general research and
fact finding for PI's marketing research team.
Jeff is a graduate of Beloit College, where
he earned distinction as a triple major in
Russian, French and International Relations.
Kappen also works as an export agent at DEC
International.
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Mark
J. Knickelbine
With a B.A. in Journalism and an M.A. in English,
both from the University of Wisconsin-Madison,
Mark has more than 20 years of experience
as a writer and editor. He served previously
as Senior Editor for The Institute for Academic
Excellence, and has prepared training programs
for Scholastic, MetaMetrics, and The American
Red Cross. In addition to assisting with other
marketing projects, Mark also serves as chief
copyeditor for the Encyclopedia.
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Michael
Mahoney
Michael Mahoney's diverse writing experience
includes marketing and editorial projects
for TDS Telecom, United Way of Dane County,
and the Center on Education and Work. He has
a degree in Journalism from the University
of Wisconsin-Madison, and has served as editor-in-chief
for Wisconsin Sports Journal and Sights and
Sounds. Mike has also authored various articles
for the Encyclopedia on a wide range of finance
and investment topics.
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PI currently consists of a network
of editors, writers, computer programmers,
graphic designers, and marketing and sales
specialists. PI seeks to foster the unique
skills and abilities of each individual to
maximize efficiency, effectiveness, and creativity.
For more information about available opportunities,
please contact
Precision Information.
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