Capital Advisors Group
Industry: Company
DescriptionFounded: 1991 Subsidiary: Debt Advisors Group
Capital Advisors Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Capital Advisors Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Capital Advisors Group Salaries. You can even request information on how much does Capital Advisors Group pay if you want to. Learn about salaries, pros and cons of working for Capital Advisors Group directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
61 Capital Advisors Group employees in database. Find out everything there's to know about Capital Advisors Group employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Capital Advisors Group Employees
Employee
Years
Job
Industry
Tony Vicari, EA Tony Vicari, EA's Capital Advisors Group Experience August 2007 - October 2011
Job Financial and Investment Consultant
Industry Investment Management
Experience
CMTC March 2015 - Present
Tetrad Capital, LLC December 2014 - Present
Cayenne Consulting November 2014 - Present
Self Employed October 2014 - Present
Craftsman Republic December 2014 - March 2015
Fisher Investments June 2013 - October 2014
Defined Retirement Solutions, LLC January 2012 - June 2013
Capital Advisors Group August 2007 - October 2011
Self Employed May 2003 - August 2007
Provasis Therapeutics, Inc. January 2002 - May 2003
Skills
Finance, Investments, Financial Analysis, Financial Modeling, Due Diligence, Start-ups, Business Strategy, Strategic Planning, Business Development
Education
Babson College 1981 — 1985
Bachelor of Science (B.S.), Finance and Entrepreneurial Studies
CMTC March 2015 - Present
Tetrad Capital, LLC December 2014 - Present
Cayenne Consulting November 2014 - Present
Self Employed October 2014 - Present
Craftsman Republic December 2014 - March 2015
Fisher Investments June 2013 - October 2014
Defined Retirement Solutions, LLC January 2012 - June 2013
Capital Advisors Group August 2007 - October 2011
Self Employed May 2003 - August 2007
Provasis Therapeutics, Inc. January 2002 - May 2003
Skills
Finance, Investments, Financial Analysis, Financial Modeling, Due Diligence, Start-ups, Business Strategy, Strategic Planning, Business Development
Education
Babson College 1981 — 1985
Bachelor of Science (B.S.), Finance and Entrepreneurial Studies
Dan Lewenberg Dan Lewenberg's Capital Advisors Group Experience March 2004 - March 2005
Job Financial Analyst
Industry Investment Management
Experience
Delphi Management, Inc. March 2005 - February 2013
Capital Advisors Group March 2004 - March 2005
Mount Washington Valley Ski Team 1997 - 2005
New England Aquarium 2002 - 2002
Coneco Engineers & Scientists 2001 - 2001
Cushing Academy 1999 - 2001
Skills
Investments, Investment Management, Financial Modeling, Equities, Mutual Funds, Asset Management, Investment Strategies, Emerging Markets, Asset Allocation, Venture Capital, Securities, Economics, Trading, Financial Services
Education
Tufts University 2002 — 2003
MA, Economics
Colgate University 1995 — 1999
BA, Environmental Biology
Holderness School 1993 — 1995
Delphi Management, Inc. March 2005 - February 2013
Capital Advisors Group March 2004 - March 2005
Mount Washington Valley Ski Team 1997 - 2005
New England Aquarium 2002 - 2002
Coneco Engineers & Scientists 2001 - 2001
Cushing Academy 1999 - 2001
Skills
Investments, Investment Management, Financial Modeling, Equities, Mutual Funds, Asset Management, Investment Strategies, Emerging Markets, Asset Allocation, Venture Capital, Securities, Economics, Trading, Financial Services
Education
Tufts University 2002 — 2003
MA, Economics
Colgate University 1995 — 1999
BA, Environmental Biology
Holderness School 1993 — 1995
Kathleen Borie's Capital Advisors Group Experience October 2004 - April 2007
Job Director, Emerging Company Services Group at PricewaterhouseCoopers
Industry Accounting
Experience
PricewaterhouseCoopers August 2010 - Present
Accretive Solutions, Inc. June 2009 - August 2010
Bridge Bank May 2007 - January 2009
Capital Advisors Group October 2004 - April 2007
PricewaterhouseCoopers April 1999 - October 2004
Silicon Valley Bank June 1993 - March 1999
Skills
Strategic Partnerships, Lead Generation, New Business Development, Sales Operations, Sales, Early Stage Companies, High Growth Companies, Technology Start-up, Sales Process, Business Development, Competitive Analysis, Leadership, Strategy, Start-ups, Due Diligence, Entrepreneurship
Education
Tufts University - The Fletcher School of Law and Diplomacy 1980 — 1982
MALD
Tufts University 1976 — 1980
BA
Bellport High School 1972 — 1976
PricewaterhouseCoopers August 2010 - Present
Accretive Solutions, Inc. June 2009 - August 2010
Bridge Bank May 2007 - January 2009
Capital Advisors Group October 2004 - April 2007
PricewaterhouseCoopers April 1999 - October 2004
Silicon Valley Bank June 1993 - March 1999
Skills
Strategic Partnerships, Lead Generation, New Business Development, Sales Operations, Sales, Early Stage Companies, High Growth Companies, Technology Start-up, Sales Process, Business Development, Competitive Analysis, Leadership, Strategy, Start-ups, Due Diligence, Entrepreneurship
Education
Tufts University - The Fletcher School of Law and Diplomacy 1980 — 1982
MALD
Tufts University 1976 — 1980
BA
Bellport High School 1972 — 1976
Trish (Dakos) Loris Trish (Dakos) Loris's Capital Advisors Group Experience April 2013 - Present
Job Senior Sales Assistant at Capital Advisors Group
Industry Financial Services
Experience
Capital Advisors Group April 2013 - Present
Capital Advisors Group July 2012 - April 2013
Ameriprise Financial Services, Inc. June 2011 - January 2012
Capital Advisors Group May 2007 - June 2011
Skills
Sales Support, Marketing Communications, Strategy, CRM, Social Networking, Event Planning, Event Management, Investments, Securities, Asset Managment, Series 7, Investment Management, Administrative Functions, Office Management, Project Management, Executive..., Executive Calendar..., Lead Generation, Content Development, Client Service, Inside Sales, Executive Email..., Travel Management, Expense Management, Vendor Management, Asset Management
Education
Salem State College 2003 — 2007
Bachelor, Business Management
Capital Advisors Group April 2013 - Present
Capital Advisors Group July 2012 - April 2013
Ameriprise Financial Services, Inc. June 2011 - January 2012
Capital Advisors Group May 2007 - June 2011
Skills
Sales Support, Marketing Communications, Strategy, CRM, Social Networking, Event Planning, Event Management, Investments, Securities, Asset Managment, Series 7, Investment Management, Administrative Functions, Office Management, Project Management, Executive..., Executive Calendar..., Lead Generation, Content Development, Client Service, Inside Sales, Executive Email..., Travel Management, Expense Management, Vendor Management, Asset Management
Education
Salem State College 2003 — 2007
Bachelor, Business Management
Rich Pring Rich Pring's Capital Advisors Group Experience 1993 - 1994
Job Executive Producer // Head of Production at Psyop
Industry Marketing and Advertising
Experience
Psyop 2015 - Present
Green Dot Films 2003 - 2015
Green Dot Films 2000 - 2003
Levine Communications Office 1999 - 2000
Kassirer Meyer Entertainment 1998 - 1999
Capital Advisors Group 1993 - 1994
Skills
Film Production, Post Production, Commercials, Video Production, Television, Film, Producing, Documentaries, Feature Films, Media Production, Photography, Broadcast, Advertising
Education
Loyola Marymount University 1995 — 1997
BA Communications and Fine Arts, Emphasis: Film and Communication Theory
Northeastern University 1992 — 1994
Business
Psyop 2015 - Present
Green Dot Films 2003 - 2015
Green Dot Films 2000 - 2003
Levine Communications Office 1999 - 2000
Kassirer Meyer Entertainment 1998 - 1999
Capital Advisors Group 1993 - 1994
Skills
Film Production, Post Production, Commercials, Video Production, Television, Film, Producing, Documentaries, Feature Films, Media Production, Photography, Broadcast, Advertising
Education
Loyola Marymount University 1995 — 1997
BA Communications and Fine Arts, Emphasis: Film and Communication Theory
Northeastern University 1992 — 1994
Business
Christine Sun's Capital Advisors Group Experience June 2009 - June 2011
Job Vice President, Marketing and Business Development
Industry Financial Services
Experience
Elan Financial Services January 2013 - Present
U.S. Bank August 2011 - January 2013
Capital Advisors Group June 2009 - June 2011
AllianceBernstein July 2007 - March 2009
Wolff Olins August 2006 - July 2007
Skills
Email Marketing, Public Relations, Marketing Communications, CRM, Marketing, Event Planning, Project Management, Direct Mail, Strategic Planning, Newsletters, Event Management, Graphic Design, InDesign, Proposal Writing, Sales, Trade Shows, Vendor Management, Product Development
Education
Bentley University
Bachelor of Science, Business Management with Emphasis in Marketing
Elan Financial Services January 2013 - Present
U.S. Bank August 2011 - January 2013
Capital Advisors Group June 2009 - June 2011
AllianceBernstein July 2007 - March 2009
Wolff Olins August 2006 - July 2007
Skills
Email Marketing, Public Relations, Marketing Communications, CRM, Marketing, Event Planning, Project Management, Direct Mail, Strategic Planning, Newsletters, Event Management, Graphic Design, InDesign, Proposal Writing, Sales, Trade Shows, Vendor Management, Product Development
Education
Bentley University
Bachelor of Science, Business Management with Emphasis in Marketing
Christopher Kennedy's Capital Advisors Group Experience March 1991 - October 2007
Job Senior Vice President of Business Development at inSegment. Inc.
Industry Financial Services
Experience
inSegment. Inc. September 2013 - Present
SCM Advisors L.P. March 2012 - Present
Oppenheimer & Co. April 2011 - March 2012
Sturgeon Capital Management October 2007 - April 2011
Capital Advisors Group March 1991 - October 2007
The Boston Company February 1988 - March 1991
Skills
Business Development, Biotechnology Industry, Medical Devices, Investments, Start-up Ventures, Capital Raising, Business Strategy, China Business..., doing business in China, entrepreneur, Strategic Consulting, Relationship Developer, Building Relationships, Connecting People, Making It Happen, Catalyst, providi, Entrepreneurship, Investment Management, Financial Services, IPO, Portfolio Management, Equities, Financial Advisory, Private Equity, Angel Investing, Venture Financing, Venture Capital, Corporate Development, Leadership, Growth Capital, Private Placements, Deal Sourcing, Mergers & Acquisitions, M&A experience, Due Diligence, Emerging Markets, Executive Management, Finance, Investor Relations, Cleantech, LBO, Start-ups, Valuation, Strategic Planning, Marketing Strategy, Digital Marketing, Strategic Partnerships
Education
Boston College 1977 — 1981
Bachelor's degree, Economics and Political Science
Nichols School 1969 — 1977
High School Diploma
inSegment. Inc. September 2013 - Present
SCM Advisors L.P. March 2012 - Present
Oppenheimer & Co. April 2011 - March 2012
Sturgeon Capital Management October 2007 - April 2011
Capital Advisors Group March 1991 - October 2007
The Boston Company February 1988 - March 1991
Skills
Business Development, Biotechnology Industry, Medical Devices, Investments, Start-up Ventures, Capital Raising, Business Strategy, China Business..., doing business in China, entrepreneur, Strategic Consulting, Relationship Developer, Building Relationships, Connecting People, Making It Happen, Catalyst, providi, Entrepreneurship, Investment Management, Financial Services, IPO, Portfolio Management, Equities, Financial Advisory, Private Equity, Angel Investing, Venture Financing, Venture Capital, Corporate Development, Leadership, Growth Capital, Private Placements, Deal Sourcing, Mergers & Acquisitions, M&A experience, Due Diligence, Emerging Markets, Executive Management, Finance, Investor Relations, Cleantech, LBO, Start-ups, Valuation, Strategic Planning, Marketing Strategy, Digital Marketing, Strategic Partnerships
Education
Boston College 1977 — 1981
Bachelor's degree, Economics and Political Science
Nichols School 1969 — 1977
High School Diploma
Debbie Baker Debbie Baker's Capital Advisors Group Experience January 2008 - November 2010
Job Director, Business Development at Oxford Finance
Industry Banking
Experience
Oxford Finance November 2010 - Present
Capital Advisors Group January 2008 - November 2010
Capital Advisors Group December 1997 - June 2005
QuestPoint 1995 - 1997
Centex Telemanagement 1993 - 1995
Ask Computer Systems 1990 - 1993
Sierra Capital 1988 - 1990
Consolidated Capital 1982 - 1988
Skills
Business Development, Venture Capital, Start-ups, Private Equity, Corporate Development, Medical Devices, Finance, Biotechnology Industry, Life Science Industry, Commercial Lending, Debt
Education
University of Denver - Daniels College of Business 1978 — 1980
MBA, Finance, General
Oxford Finance November 2010 - Present
Capital Advisors Group January 2008 - November 2010
Capital Advisors Group December 1997 - June 2005
QuestPoint 1995 - 1997
Centex Telemanagement 1993 - 1995
Ask Computer Systems 1990 - 1993
Sierra Capital 1988 - 1990
Consolidated Capital 1982 - 1988
Skills
Business Development, Venture Capital, Start-ups, Private Equity, Corporate Development, Medical Devices, Finance, Biotechnology Industry, Life Science Industry, Commercial Lending, Debt
Education
University of Denver - Daniels College of Business 1978 — 1980
MBA, Finance, General
Adam Ferrante's Capital Advisors Group Experience May 2010 - November 2012
Job General Manager at Modern Pest Services
Industry Consumer Services
Experience
Modern Pest Services March 2015 - August 2015
Freshin' February 2013 - March 2014
Capital Advisors Group May 2010 - November 2012
Capital Advisors Group March 2007 - November 2012
Eaton Vance 2000 - 2007
Skills
Investment Management, Securities, Equities, Asset Managment, Fixed Income, Investments, Valuation, Financial Modeling, Portfolio Management, Economics, Corporate Finance, Mergers, Bloomberg, Due Diligence, Wealth Management, Private Equity, Credit, Mutual Funds
Education
Ohio Wesleyan University
Bachelor's degree, History
Pingree
Modern Pest Services March 2015 - August 2015
Freshin' February 2013 - March 2014
Capital Advisors Group May 2010 - November 2012
Capital Advisors Group March 2007 - November 2012
Eaton Vance 2000 - 2007
Skills
Investment Management, Securities, Equities, Asset Managment, Fixed Income, Investments, Valuation, Financial Modeling, Portfolio Management, Economics, Corporate Finance, Mergers, Bloomberg, Due Diligence, Wealth Management, Private Equity, Credit, Mutual Funds
Education
Ohio Wesleyan University
Bachelor's degree, History
Pingree
Jeffrey Street Jeffrey Street's Capital Advisors Group Experience February 2005 - December 2011
Job Chief Business Officer
Industry Online Media
Experience
UR Business Network June 2013 - Present
StoneLedge Strategies January 2012 - Present
Capital Advisors Group February 2005 - December 2011
Rebuz, Inc. August 2002 - January 2005
Empire Capital Corporation April 1998 - August 2002
Concord Funding April 1996 - March 1998
Cabot & Company September 1988 - April 1996
Skills
Equities, Risk Management, Mutual Funds, Financial Analysis, Corporate Finance, Series 7, Economics, New Business Development, Global Business..., Strategic Planning, Fixed Income, Credit, Research, Lead Generation, Cross-functional Team..., Business Development
Education
Lake Forest College
BA, Psychology
Kimball Union Academy
Meriden, NH
Nichols School
Buffalo, NY
UR Business Network June 2013 - Present
StoneLedge Strategies January 2012 - Present
Capital Advisors Group February 2005 - December 2011
Rebuz, Inc. August 2002 - January 2005
Empire Capital Corporation April 1998 - August 2002
Concord Funding April 1996 - March 1998
Cabot & Company September 1988 - April 1996
Skills
Equities, Risk Management, Mutual Funds, Financial Analysis, Corporate Finance, Series 7, Economics, New Business Development, Global Business..., Strategic Planning, Fixed Income, Credit, Research, Lead Generation, Cross-functional Team..., Business Development
Education
Lake Forest College
BA, Psychology
Kimball Union Academy
Meriden, NH
Nichols School
Buffalo, NY
Laura McNeil Laura McNeil's Capital Advisors Group Experience June 2010 - Present
Job Vice President at Capital Advisors Group
Industry Financial Services
Experience
Capital Advisors Group June 2010 - Present
StartupAgents 2007 - 2010
Medioh July 2008 - November 2008
SVB Capital August 2005 - March 2008
National Semiconductor August 2003 - July 2005
William Henry Crew III, Financial Advisors October 2001 - June 2003
Skills
Venture Capital, Start-ups, Public Relations, Business Development, Entrepreneurship, Strategy, Social Media, Investments, Fundraising, Finance, Marketing, Portfolio Management, User Experience
Education
California Polytechnic State University-San Luis Obispo 1999 — 2003
BS, Finance, Psychology
Capital Advisors Group June 2010 - Present
StartupAgents 2007 - 2010
Medioh July 2008 - November 2008
SVB Capital August 2005 - March 2008
National Semiconductor August 2003 - July 2005
William Henry Crew III, Financial Advisors October 2001 - June 2003
Skills
Venture Capital, Start-ups, Public Relations, Business Development, Entrepreneurship, Strategy, Social Media, Investments, Fundraising, Finance, Marketing, Portfolio Management, User Experience
Education
California Polytechnic State University-San Luis Obispo 1999 — 2003
BS, Finance, Psychology
Dilay Altiner, CFA, CAIA's Capital Advisors Group Experience 1992 - 1996
Job Director, Investments at 1199SEIU Pension & Benefit Funds
Industry Investment Management
Experience
1199 National Benefit Fund 2008 - Present
Prudential Investments 1997 - 2003
Capital Advisors Group 1992 - 1996
Skills
Alternative Investments, Portfolio Management, Asset Managment, Fixed Income, Investments, Equities, Due Diligence, Risk Management, Hedge Funds, Financial Risk, Asset Management
Education
University of Kentucky
Masters in International Business
Bachelors in International Relations
1199 National Benefit Fund 2008 - Present
Prudential Investments 1997 - 2003
Capital Advisors Group 1992 - 1996
Skills
Alternative Investments, Portfolio Management, Asset Managment, Fixed Income, Investments, Equities, Due Diligence, Risk Management, Hedge Funds, Financial Risk, Asset Management
Education
University of Kentucky
Masters in International Business
Bachelors in International Relations
Robin Kearns Robin Kearns's Capital Advisors Group Experience June 2001 - November 2004
Job Accounting/Office Manager at Central Equipment Co
Industry Retail
Experience
Central Equipment Co December 2004 - Present
Capital Advisors Group June 2001 - November 2004
Walmac Int'l Stud, Inc. January 1999 - June 2001
Ashland Oil Inc. August 1991 - December 1998
Skills
General Ledger, Account Reconciliation, Accruals, Financial Statements, Monthly Close, Fixed Asset Management, Accounts Payable, Year-end Close, Accounts Receivable, Depreciation, Financial Modeling, FRx, Sales & Use Tax, Financial Reporting, Cash Management, FASB, Accounting, Use Tax, Journal Entries, Microsoft Excel, Payroll, Management, Sales Tax, Spreadsheets
Education
Transylvania University 1988 — 1990
BA, Accounting
Mars Hill College 1986 — 1987
Accounting
Woodford County High School 1982 — 1986
Central Equipment Co December 2004 - Present
Capital Advisors Group June 2001 - November 2004
Walmac Int'l Stud, Inc. January 1999 - June 2001
Ashland Oil Inc. August 1991 - December 1998
Skills
General Ledger, Account Reconciliation, Accruals, Financial Statements, Monthly Close, Fixed Asset Management, Accounts Payable, Year-end Close, Accounts Receivable, Depreciation, Financial Modeling, FRx, Sales & Use Tax, Financial Reporting, Cash Management, FASB, Accounting, Use Tax, Journal Entries, Microsoft Excel, Payroll, Management, Sales Tax, Spreadsheets
Education
Transylvania University 1988 — 1990
BA, Accounting
Mars Hill College 1986 — 1987
Accounting
Woodford County High School 1982 — 1986
Susan Ng Susan Ng's Capital Advisors Group Experience January 2012 - August 2012
Job
Industry Marketing and Advertising
Experience
Percolate Inc. January 2015 - Present
Percolate Inc. June 2014 - December 2014
Northeastern University October 2013 - December 2013
VMware January 2013 - June 2013
Capital Advisors Group January 2012 - August 2012
Kaufmann Mercantile July 2011 - August 2011
State Street Global Advisors January 2011 - June 2011
Skills
Blogging, Marketing, Social Media Marketing, Social Media, Digital Photography, Advertising, Photo Editing, Photoshop, Digital Marketing, Hootsuite, Lightroom, Illustrator, Leadership, Peer Mentoring, Digital Strategy, Social Media Advertising, Content Strategy, Content Marketing, Email Marketing, Community Management, Customer Service, User Experience
Education
Northeastern University 2009 — 2013
Bachelor's Degree
The Chinese University of Hong Kong 2011 — 2011
New Hyde Park Memorial High School 2003 — 2009
High School
Thinkful 2015 — 2015
Percolate Inc. January 2015 - Present
Percolate Inc. June 2014 - December 2014
Northeastern University October 2013 - December 2013
VMware January 2013 - June 2013
Capital Advisors Group January 2012 - August 2012
Kaufmann Mercantile July 2011 - August 2011
State Street Global Advisors January 2011 - June 2011
Skills
Blogging, Marketing, Social Media Marketing, Social Media, Digital Photography, Advertising, Photo Editing, Photoshop, Digital Marketing, Hootsuite, Lightroom, Illustrator, Leadership, Peer Mentoring, Digital Strategy, Social Media Advertising, Content Strategy, Content Marketing, Email Marketing, Community Management, Customer Service, User Experience
Education
Northeastern University 2009 — 2013
Bachelor's Degree
The Chinese University of Hong Kong 2011 — 2011
New Hyde Park Memorial High School 2003 — 2009
High School
Thinkful 2015 — 2015
Darryl Arsenault Darryl Arsenault's Capital Advisors Group Experience April 2000 - August 2003
Job Account Executive at ScanOptics
Industry Investment Management
Experience
Scan-Optics February 2015 - Present
Marcus and Millichap August 2009 - November 2013
Colliers Dow & Condon July 2007 - August 2009
Fidelity Investments March 2007 - July 2008
State Street Bank September 2006 - March 2007
John Hancock Investments October 2004 - September 2006
Lee Munder Capital Group February 2004 - October 2004
Capital Advisors Group April 2000 - August 2003
INVESCO Management and Research, Inc. January 1998 - April 2000
Brown Brothers Harriman January 1996 - January 1998
Skills
Fixed Income, Trading, Business Analysis, Portfolio Management, Asset Management, Financial Analysis, Finance, Equities, Financial Modeling, Capital Markets, Salesforce.com, New Business Development, Lead Generation, Account Management, Document Management, Large Scale System..., Team Building, Solution Selling, Project Management, Enterprise Software
Education
University of Maine 1992 — 1995
Bachelor's Degree, Finance, General
University of MaineB.S.
Bachelor of Science (BS), Finance, General
Scan-Optics February 2015 - Present
Marcus and Millichap August 2009 - November 2013
Colliers Dow & Condon July 2007 - August 2009
Fidelity Investments March 2007 - July 2008
State Street Bank September 2006 - March 2007
John Hancock Investments October 2004 - September 2006
Lee Munder Capital Group February 2004 - October 2004
Capital Advisors Group April 2000 - August 2003
INVESCO Management and Research, Inc. January 1998 - April 2000
Brown Brothers Harriman January 1996 - January 1998
Skills
Fixed Income, Trading, Business Analysis, Portfolio Management, Asset Management, Financial Analysis, Finance, Equities, Financial Modeling, Capital Markets, Salesforce.com, New Business Development, Lead Generation, Account Management, Document Management, Large Scale System..., Team Building, Solution Selling, Project Management, Enterprise Software
Education
University of Maine 1992 — 1995
Bachelor's Degree, Finance, General
University of MaineB.S.
Bachelor of Science (BS), Finance, General
Matthew Paniati's Capital Advisors Group Experience June 2015 - Present
Job Assistant Portfolio Manager at Capital Advisors Group
Industry Investment Management
Experience
Capital Advisors Group June 2015 - Present
Liberty Mutual Insurance June 2014 - August 2014
ReGoose LLC December 2012 - December 2013
Electric Motion Company, Inc. June 2012 - August 2013
Camp Workcoeman June 2011 - August 2011
Skills
Finance, Economics, Machine Control, Political Systems, Microsoft Excel, Microsoft Expression, Entrepreneurship, Financial Analysis, Social Networking, Market Research, Microsoft Word, Marketing Strategy, Accounting Management, Mathematics, Microsoft Office, PowerPoint
Education
Bentley University 2011 — 2015
Bachelor of Science (B.S.), Economics-Finance, Senior
Northwestern Regional 7 2007 — 2011
High School Diploma
Capital Advisors Group June 2015 - Present
Liberty Mutual Insurance June 2014 - August 2014
ReGoose LLC December 2012 - December 2013
Electric Motion Company, Inc. June 2012 - August 2013
Camp Workcoeman June 2011 - August 2011
Skills
Finance, Economics, Machine Control, Political Systems, Microsoft Excel, Microsoft Expression, Entrepreneurship, Financial Analysis, Social Networking, Market Research, Microsoft Word, Marketing Strategy, Accounting Management, Mathematics, Microsoft Office, PowerPoint
Education
Bentley University 2011 — 2015
Bachelor of Science (B.S.), Economics-Finance, Senior
Northwestern Regional 7 2007 — 2011
High School Diploma
Janet Harris Janet Harris's Capital Advisors Group Experience May 1998 - October 2000
Job Director of Operational Support at Ross Stores
Industry Warehousing
Experience
Ross Stores March 2012 - Present
Amazon.com October 2000 - March 2012
Capital Advisors Group May 1998 - October 2000
Jessamine County Schools August 1990 - May 1998
Skills
Inventory Management, Operations Management, Inventory Control, Process Improvement, Cross-functional Team..., Operational Excellence, Supply Chain Management, Six Sigma, Forecasting, Employee Relations, Team Leadership, Performance Management, Warehousing, Leadership, Coaching, Team Building, Logistics, Continuous Improvement, Lean Manufacturing, Supply Chain, Kaizen, Supply Chain..., Warehouse Management, P&L Management, Management, P&L, Vendor Management, Distribution Center..., Purchasing
Education
University of Kentucky 1992 — 1998
Masters of Business Administration, Management
Eastern Michigan University 1985 — 1989
Bachelor of Science, Education
Ross Stores March 2012 - Present
Amazon.com October 2000 - March 2012
Capital Advisors Group May 1998 - October 2000
Jessamine County Schools August 1990 - May 1998
Skills
Inventory Management, Operations Management, Inventory Control, Process Improvement, Cross-functional Team..., Operational Excellence, Supply Chain Management, Six Sigma, Forecasting, Employee Relations, Team Leadership, Performance Management, Warehousing, Leadership, Coaching, Team Building, Logistics, Continuous Improvement, Lean Manufacturing, Supply Chain, Kaizen, Supply Chain..., Warehouse Management, P&L Management, Management, P&L, Vendor Management, Distribution Center..., Purchasing
Education
University of Kentucky 1992 — 1998
Masters of Business Administration, Management
Eastern Michigan University 1985 — 1989
Bachelor of Science, Education
Andrea Kupec Andrea Kupec's Capital Advisors Group Experience March 2000 - July 2001
Job Document Control Specialist, Fairchild Semiconductor
Industry Semiconductors
Experience
Fairchild Semiconductor October 2011 - Present
WellPoint November 2010 - October 2011
Alexander & Schmidt March 2010 - October 2010
MEMIC June 2009 - December 2009
MEMIC February 2002 - June 2009
Pro Search, Inc. and Springborn Staffing August 2001 - February 2002
Capital Advisors Group March 2000 - July 2001
Bay State Psychological Associates October 1994 - November 1999
Action Management Institute 1993 - October 1994
Town & Country Realtors 1991 - 1993
Skills
Process Improvement, Human Resources, Microsoft Word, Microsoft Excel, Documentum, Customer Service, Project Management, Access, Workers Compensation, PowerPoint, Windows, Google Docs, Public Speaking, Troubleshooting, Event Planning, World Quality Month, Databases, Marketing, Training, System Administration, Technical Writing, Software Documentation, Visio
Education
University of Massachusetts, Amherst
Bachelor of Arts (B.A.), Communications
Fairchild Semiconductor October 2011 - Present
WellPoint November 2010 - October 2011
Alexander & Schmidt March 2010 - October 2010
MEMIC June 2009 - December 2009
MEMIC February 2002 - June 2009
Pro Search, Inc. and Springborn Staffing August 2001 - February 2002
Capital Advisors Group March 2000 - July 2001
Bay State Psychological Associates October 1994 - November 1999
Action Management Institute 1993 - October 1994
Town & Country Realtors 1991 - 1993
Skills
Process Improvement, Human Resources, Microsoft Word, Microsoft Excel, Documentum, Customer Service, Project Management, Access, Workers Compensation, PowerPoint, Windows, Google Docs, Public Speaking, Troubleshooting, Event Planning, World Quality Month, Databases, Marketing, Training, System Administration, Technical Writing, Software Documentation, Visio
Education
University of Massachusetts, Amherst
Bachelor of Arts (B.A.), Communications
Adam C. Burke, CLU®'s Capital Advisors Group Experience June 2008 - August 2010
Job Financial Services Professional
Industry Financial Services
Experience
NYLIFE Securities LLC/ New York Life August 2010 - Present
Capital Advisors Group June 2008 - August 2010
Skills
Estate Planning, Life Insurance, Retirement Planning, Investments, Personal Finance
Education
The American College 2013 — 2015
CLU
Elon University 2005 — 2009
Bachelor of Science (B.S.), Business Administration and Management
NYLIFE Securities LLC/ New York Life August 2010 - Present
Capital Advisors Group June 2008 - August 2010
Skills
Estate Planning, Life Insurance, Retirement Planning, Investments, Personal Finance
Education
The American College 2013 — 2015
CLU
Elon University 2005 — 2009
Bachelor of Science (B.S.), Business Administration and Management
Shane Fierman Shane Fierman's Capital Advisors Group Experience June 2015 - Present
Job Marketing Manager at Capital Advisors Group
Industry Marketing and Advertising
Experience
Capital Advisors Group June 2015 - Present
Semcasting, Inc. May 2014 - June 2015
CNBC June 2011 - April 2014
NBC Universal January 2011 - May 2011
Art And Industry Dr. Propper Rentals Ltd. 2006 - 2010
DY Realty Services LLC. 2008 - 2009
Education
New York University 2006 — 2011
B.A., Organizational Behavior & Communication
Capital Advisors Group June 2015 - Present
Semcasting, Inc. May 2014 - June 2015
CNBC June 2011 - April 2014
NBC Universal January 2011 - May 2011
Art And Industry Dr. Propper Rentals Ltd. 2006 - 2010
DY Realty Services LLC. 2008 - 2009
Education
New York University 2006 — 2011
B.A., Organizational Behavior & Communication
Siobhan Monaghan Siobhan Monaghan's Capital Advisors Group Experience January 2002 - Present
Job Senior Portfolio Manager at Capital Advisors Group
Industry Investment Management
Experience
Capital Advisors Group January 2002 - Present
Capital Advisors Group May 1998 - January 2002
Capital Advisors Group November 1997 - May 1998
Education
CFA Institute
Chartered Financial Analyst®
University of Ottawa
Bachelor’s Degree, Law
Wilfrid Laurier University
Bachelor’s Degree, Business Administration and Management, General
Capital Advisors Group January 2002 - Present
Capital Advisors Group May 1998 - January 2002
Capital Advisors Group November 1997 - May 1998
Education
CFA Institute
Chartered Financial Analyst®
University of Ottawa
Bachelor’s Degree, Law
Wilfrid Laurier University
Bachelor’s Degree, Business Administration and Management, General
Bryan Strickland Bryan Strickland's Capital Advisors Group Experience March 2010 - November 2013
Job Director Finance at MetLife
Industry Financial Services
Experience
MetLife December 2013 - Present
Capital Advisors Group March 2010 - November 2013
Evergreen Investments July 2005 - February 2010
Bank of America August 1991 - June 2005
Skills
Investments, Fixed Income, Investment Management, Relationship Management, Sales, Financial Services, Alternative Investments, Treasury Management, Cash Management, Portfolio Management, Financial Modeling, Mutual Funds, Strategic Financial...
Education
Pfeiffer University 2006 — 2008
Master's degree, Business
University of North Carolina at Charlotte 1995 — 1999
Bachelor of Science (BS), Accounting
Wingate University 1984 — 1988
Bachelor of Science (B.S.), Business Administration
North Forsyth
MetLife December 2013 - Present
Capital Advisors Group March 2010 - November 2013
Evergreen Investments July 2005 - February 2010
Bank of America August 1991 - June 2005
Skills
Investments, Fixed Income, Investment Management, Relationship Management, Sales, Financial Services, Alternative Investments, Treasury Management, Cash Management, Portfolio Management, Financial Modeling, Mutual Funds, Strategic Financial...
Education
Pfeiffer University 2006 — 2008
Master's degree, Business
University of North Carolina at Charlotte 1995 — 1999
Bachelor of Science (BS), Accounting
Wingate University 1984 — 1988
Bachelor of Science (B.S.), Business Administration
North Forsyth
Stefan Fencl, CFA's Capital Advisors Group Experience November 2005 - August 2011
Job SVP, Corporate/Institutional Deposit & Investment Consultant at NewBridge Bank
Industry Investment Management
Experience
NewBridge Bank December 2014 - Present
Square 1 Asset Management February 2013 - April 2014
Arboretum Asset Management, Inc. October 2011 - February 2013
Capital Advisors Group November 2005 - August 2011
Fidelity Investments May 2003 - October 2005
Fidelity Investments March 2000 - May 2003
American Express October 1998 - February 2000
Skills
Portfolio Management, Fixed Income, Investments, Investment Strategies, Economics, Investment Management, Asset Management, Securities, Equities, Trading, Financial Services, Cash Management, Capital Markets, Asset Managment, Mutual Funds, Alternative Investments, Asset Allocation, FX Options, Venture Capital, Bloomberg, Strategic Financial..., Relationship Management
Education
Miami University 1994 — 1998
Bachelor of Arts, Political Science
NewBridge Bank December 2014 - Present
Square 1 Asset Management February 2013 - April 2014
Arboretum Asset Management, Inc. October 2011 - February 2013
Capital Advisors Group November 2005 - August 2011
Fidelity Investments May 2003 - October 2005
Fidelity Investments March 2000 - May 2003
American Express October 1998 - February 2000
Skills
Portfolio Management, Fixed Income, Investments, Investment Strategies, Economics, Investment Management, Asset Management, Securities, Equities, Trading, Financial Services, Cash Management, Capital Markets, Asset Managment, Mutual Funds, Alternative Investments, Asset Allocation, FX Options, Venture Capital, Bloomberg, Strategic Financial..., Relationship Management
Education
Miami University 1994 — 1998
Bachelor of Arts, Political Science
Sal Corrao Sal Corrao's Capital Advisors Group Experience 1989 - 1990
Job VP Business Development at Solver
Industry Computer Software
Experience
Solver June 2015 - Present
Avalara March 2011 - June 2015
Hyland Software January 2010 - March 2011
Hyland Software July 2007 - January 2010
American Greetings 2002 - 2007
Agilysys, Inc. (KeyLink) 2000 - 2002
Schreiber Foods 1998 - 1999
Premier Farnell 1991 - 1998
Capital Advisors Group 1989 - 1990
Skills
New Business Development, Solution Selling, Account Management, Team Leadership, Strategic Planning, Business Development, Sales Operations, Channel, Management, Sales Process, Selling, Product Development, Strategy, Leadership, Marketing, SaaS, Sales, Enterprise Software, CRM, Salesforce.com, Sales Management, Cloud Computing, Direct Sales, Lead Generation, Partner Management, Strategic Partnerships, Business Analysis, B2B, Channel Partners, Training, Software Industry, Start-ups, ERP, Business Planning, Contract Negotiation, Cold Calling, Customer Service, Document Management, Sales Presentations, Recruiting, Negotiation, Forecasting, Demand Generation, Business Alliances, Business Intelligence, Professional Services, Business Process, Process Improvement
Education
Cleveland State University 1992 — 1994
MBA, Business
Cleveland State University 1991 — 1994
Master of Business Administration (M.B.A.), Business Administration and Management, General
The University of Akron 1987 — 1989
BBA, Marketing
Kent State University 1984 — 1986
Marketing
Parma Senior High School 1983 — 1984
College Prep
St. Edward High School 1980 — 1984
Solver June 2015 - Present
Avalara March 2011 - June 2015
Hyland Software January 2010 - March 2011
Hyland Software July 2007 - January 2010
American Greetings 2002 - 2007
Agilysys, Inc. (KeyLink) 2000 - 2002
Schreiber Foods 1998 - 1999
Premier Farnell 1991 - 1998
Capital Advisors Group 1989 - 1990
Skills
New Business Development, Solution Selling, Account Management, Team Leadership, Strategic Planning, Business Development, Sales Operations, Channel, Management, Sales Process, Selling, Product Development, Strategy, Leadership, Marketing, SaaS, Sales, Enterprise Software, CRM, Salesforce.com, Sales Management, Cloud Computing, Direct Sales, Lead Generation, Partner Management, Strategic Partnerships, Business Analysis, B2B, Channel Partners, Training, Software Industry, Start-ups, ERP, Business Planning, Contract Negotiation, Cold Calling, Customer Service, Document Management, Sales Presentations, Recruiting, Negotiation, Forecasting, Demand Generation, Business Alliances, Business Intelligence, Professional Services, Business Process, Process Improvement
Education
Cleveland State University 1992 — 1994
MBA, Business
Cleveland State University 1991 — 1994
Master of Business Administration (M.B.A.), Business Administration and Management, General
The University of Akron 1987 — 1989
BBA, Marketing
Kent State University 1984 — 1986
Marketing
Parma Senior High School 1983 — 1984
College Prep
St. Edward High School 1980 — 1984
Michael Brasure's Capital Advisors Group Experience December 2006 - Present
Job Trader at Capital Advisors Group
Industry Financial Services
Experience
Capital Advisors Group December 2006 - Present
Skills
Strategic Communications, Economics, Bloomberg, Capital Markets, Portfolio Management, Equities, Alternative Investments, Securities, Fixed Income
Education
Bentley University 2002 — 2006
Economics and Finance
Capital Advisors Group December 2006 - Present
Skills
Strategic Communications, Economics, Bloomberg, Capital Markets, Portfolio Management, Equities, Alternative Investments, Securities, Fixed Income
Education
Bentley University 2002 — 2006
Economics and Finance
Andrew McCluskey's Capital Advisors Group Experience September 2015 - Present
Job Marketing Intern at Capital Advisors Group
Industry Financial Services
Experience
Capital Advisors Group September 2015 - Present
Skills
Microsoft Excel, Accounting, Financial Analysis, Time Management, Leadership, Microsoft Word, Intercollegiate..., PowerPoint, Research, Public Speaking
Education
Bentley University 2013 — 2017
Candidate for Bachelor of Science, Corporate Finance and Accounting
Capital Advisors Group September 2015 - Present
Skills
Microsoft Excel, Accounting, Financial Analysis, Time Management, Leadership, Microsoft Word, Intercollegiate..., PowerPoint, Research, Public Speaking
Education
Bentley University 2013 — 2017
Candidate for Bachelor of Science, Corporate Finance and Accounting
David Mulrey David Mulrey's Capital Advisors Group Experience July 2014 - Present
Job Financial Analyst at Capital Advisors Group
Industry Financial Services
Experience
Capital Advisors Group July 2014 - Present
National Academy of Public Administration September 2013 - December 2013
Design Light October 2011 - September 2013
National Republican Congressional Committee June 2012 - August 2012
Senator Richard Ross September 2011 - December 2011
Skills
Financial Modeling, Venture Capital, Venture Debt, Structured Finance, Biotechnology, Microsoft Excel, Stata
Education
Dartmouth College 2009 — 2013
Bachelor of Arts (B.A.), Political Science and Government
Belmont Hil School 2004 — 2009
Capital Advisors Group July 2014 - Present
National Academy of Public Administration September 2013 - December 2013
Design Light October 2011 - September 2013
National Republican Congressional Committee June 2012 - August 2012
Senator Richard Ross September 2011 - December 2011
Skills
Financial Modeling, Venture Capital, Venture Debt, Structured Finance, Biotechnology, Microsoft Excel, Stata
Education
Dartmouth College 2009 — 2013
Bachelor of Arts (B.A.), Political Science and Government
Belmont Hil School 2004 — 2009
James Cornelius James Cornelius's Capital Advisors Group Experience 2009 - 2011
Job President, Institutional Banking & Investor Services at UMB Bank
Industry Financial Services
Experience
UMB Bank May 2012 - Present
Capital Advisors Group 2009 - 2011
Evergreen Investments 2001 - 2009
First Union Corporation 1993 - 2001
First Union Corporation 1990 - 1993
Skills
Fixed Income, Investments, Asset Managment, Mutual Funds, Capital Markets, Securities, Series 7, Risk Management, Banking, Cash Management, Investment Management, Series 63, Bloomberg, Treasury Management, Alternative Investments, Asset Management, Corporate Finance, Finance, Investment Strategies, Relationship Management, Sales Management
Education
University of Richmond 1986 — 1990
Bachelor of Science, Finance
UMB Bank May 2012 - Present
Capital Advisors Group 2009 - 2011
Evergreen Investments 2001 - 2009
First Union Corporation 1993 - 2001
First Union Corporation 1990 - 1993
Skills
Fixed Income, Investments, Asset Managment, Mutual Funds, Capital Markets, Securities, Series 7, Risk Management, Banking, Cash Management, Investment Management, Series 63, Bloomberg, Treasury Management, Alternative Investments, Asset Management, Corporate Finance, Finance, Investment Strategies, Relationship Management, Sales Management
Education
University of Richmond 1986 — 1990
Bachelor of Science, Finance
Satyajeet Jadhavrao's Capital Advisors Group Experience September 2012 - Present
Job Analyst at Capital Advisors Group
Industry Financial Services
Experience
Capital Advisors Group September 2012 - Present
Bentley University - Academic Technology Center 2010 - 2011
Bentley University - Academic Services 2010 - 2011
JKG Developers 2009 - 2010
Skills
Bloomberg, Financial Modeling, Economics, Financial Analysis, Valuation, Fixed Income, Corporate Finance, Investments, Equities, Portfolio Management, Bloomberg Terminal, Research, Finance, Microsoft Office, Stata, Data Analysis, SPSS, Equity Research, Business Strategy, Risk Management
Education
Bentley University 2008 — 2012
Bachelor's degree, Economics-Finance
MES Abasaheb Garware College
Capital Advisors Group September 2012 - Present
Bentley University - Academic Technology Center 2010 - 2011
Bentley University - Academic Services 2010 - 2011
JKG Developers 2009 - 2010
Skills
Bloomberg, Financial Modeling, Economics, Financial Analysis, Valuation, Fixed Income, Corporate Finance, Investments, Equities, Portfolio Management, Bloomberg Terminal, Research, Finance, Microsoft Office, Stata, Data Analysis, SPSS, Equity Research, Business Strategy, Risk Management
Education
Bentley University 2008 — 2012
Bachelor's degree, Economics-Finance
MES Abasaheb Garware College
TJ Freedman TJ Freedman's Capital Advisors Group Experience 2007 - 2009
Job Brand Manager CVS Shopper Marketing
Industry Consumer Goods
Experience
Colgate Palmolive August 2015 - Present
Colgate Palmolive January 2014 - August 2015
Colgate Palmolive September 2012 - December 2013
Colgate Palmolive September 2011 - August 2012
Colgate Palmolive June 2010 - August 2010
Capital Advisors Group 2007 - 2009
Skills
Marketing Strategy, Competitive Analysis, Financial Modeling, Customer Insight, Segmentation, Market Research, Brand Equity, Consumer Products, Brand Management, Market Analysis, Cross-functional Team..., Global Marketing, Business Strategy, Consumer Behaviour, Business Development, Marketing, Strategic Partnerships, Entrepreneurship, Strategy, Analytics, Marketing Research
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2009 — 2011
MBA, General Management
University of Pennsylvania 1999 — 2003
BA
Colgate Palmolive August 2015 - Present
Colgate Palmolive January 2014 - August 2015
Colgate Palmolive September 2012 - December 2013
Colgate Palmolive September 2011 - August 2012
Colgate Palmolive June 2010 - August 2010
Capital Advisors Group 2007 - 2009
Skills
Marketing Strategy, Competitive Analysis, Financial Modeling, Customer Insight, Segmentation, Market Research, Brand Equity, Consumer Products, Brand Management, Market Analysis, Cross-functional Team..., Global Marketing, Business Strategy, Consumer Behaviour, Business Development, Marketing, Strategic Partnerships, Entrepreneurship, Strategy, Analytics, Marketing Research
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2009 — 2011
MBA, General Management
University of Pennsylvania 1999 — 2003
BA
Stefan Spazek's Capital Advisors Group Experience December 2010 - Present
Job Senior Vice President at Capital Advisors Group
Industry Investment Management
Experience
Capital Advisors Group December 2010 - Present
Raising A Reader MA June 2013 - Present
Capital Advisors Group May 2006 - March 2011
Greenough Communications August 2004 - May 2006
Deloitte June 2003 - August 2004
Manning Selvage and Lee 1999 - 2003
Skills
Marketing Strategy, Public Relations, Strategy, Research, Business Strategy, Corporate Communications, Business Planning, Media Relations, Lead Generation, Email Marketing, Press Releases, Copywriting, Asset Management, Venture Capital, Fixed Income, Entrepreneurship, Securities
Education
Hartwick College 1992 — 1996
Bachelors, English
Mill River
Capital Advisors Group December 2010 - Present
Raising A Reader MA June 2013 - Present
Capital Advisors Group May 2006 - March 2011
Greenough Communications August 2004 - May 2006
Deloitte June 2003 - August 2004
Manning Selvage and Lee 1999 - 2003
Skills
Marketing Strategy, Public Relations, Strategy, Research, Business Strategy, Corporate Communications, Business Planning, Media Relations, Lead Generation, Email Marketing, Press Releases, Copywriting, Asset Management, Venture Capital, Fixed Income, Entrepreneurship, Securities
Education
Hartwick College 1992 — 1996
Bachelors, English
Mill River
Matthew J. Burke's Capital Advisors Group Experience 2007 - 2007
Job Analyst
Industry Capital Markets
Experience
Credit Suisse October 2014 - Present
AXA Advisors, LLC June 2009 - October 2014
Capital Advisors Group 2007 - 2007
Skills
Investment Strategies, FINRA Series 7, FINRA Series 66, Asset Allocation, Investments, Finance, Financial Analysis, Microsoft Excel, Mutual Funds, Series 7
Education
Campbell University 2004 — 2009
Bachelors of Business Administration, Finance
Salem High School 2000 — 2004
Credit Suisse October 2014 - Present
AXA Advisors, LLC June 2009 - October 2014
Capital Advisors Group 2007 - 2007
Skills
Investment Strategies, FINRA Series 7, FINRA Series 66, Asset Allocation, Investments, Finance, Financial Analysis, Microsoft Excel, Mutual Funds, Series 7
Education
Campbell University 2004 — 2009
Bachelors of Business Administration, Finance
Salem High School 2000 — 2004
Sean Stone's Capital Advisors Group Experience January 2000 - December 2003
Job Managing Director National Head of Sales Origination
Industry Banking
Experience
Association for Corporate Growth June 2015 - Present
Silicon Valley Bank/SVB Financial Group December 2003 - Present
Northern Virginia Technology Council July 2011 - Present
Mid-Atlantic Venture Association January 2007 - July 2015
Capital Advisors Group January 2000 - December 2003
Financial Passport 1996 - 2000
Skills
FINRA, Private Equity, Venture Capital, Mergers, Due Diligence
Education
Georgetown University - The McDonough School of Business 1990 — 1992
MBA
University of Pennsylvania - The Wharton School
The Wharton School Executive Education in Pension Fund and Investment Management
The College of William and Mary 1985 — 1988
Economics
Phillips Academy - Andover
High School
Association for Corporate Growth June 2015 - Present
Silicon Valley Bank/SVB Financial Group December 2003 - Present
Northern Virginia Technology Council July 2011 - Present
Mid-Atlantic Venture Association January 2007 - July 2015
Capital Advisors Group January 2000 - December 2003
Financial Passport 1996 - 2000
Skills
FINRA, Private Equity, Venture Capital, Mergers, Due Diligence
Education
Georgetown University - The McDonough School of Business 1990 — 1992
MBA
University of Pennsylvania - The Wharton School
The Wharton School Executive Education in Pension Fund and Investment Management
The College of William and Mary 1985 — 1988
Economics
Phillips Academy - Andover
High School
Brian Questad's Capital Advisors Group Experience 1998 - 1999
Job
Industry Internet
Experience
Burlington Stores, Inc. September 2012 - Present
Charming Shoppes August 2011 - August 2012
Toys R Us April 2009 - August 2011
Toys R Us October 2007 - March 2009
Lowe's Companies, Inc. April 2006 - September 2007
Charming Shoppes, Inc. July 2004 - March 2006
Alliance Consulting Group September 2001 - June 2004
SquareTrade, Inc. June 2000 - August 2000
Capital Advisors Group 1998 - 1999
Skills
Program Management, Retail, Strategic Planning, Business Process..., Cross-functional Team..., E-commerce, Strategy Development, Business Strategy, Business Analysis, Business Planning, Change Management, Product Management, Management Consulting, Modeling, Financial Modeling, Global Management, Global Strategy, New Business Development, CRM, Project Management, Business Intelligence, Business Development, Leadership, Strategy, Vendor Management, Management, Analytics, Marketing Strategy, Executive Management, Team Leadership
Education
Harvard University 1996 — 2001
AB, cum laude
North Penn High School 1993 — 1996
Burlington Stores, Inc. September 2012 - Present
Charming Shoppes August 2011 - August 2012
Toys R Us April 2009 - August 2011
Toys R Us October 2007 - March 2009
Lowe's Companies, Inc. April 2006 - September 2007
Charming Shoppes, Inc. July 2004 - March 2006
Alliance Consulting Group September 2001 - June 2004
SquareTrade, Inc. June 2000 - August 2000
Capital Advisors Group 1998 - 1999
Skills
Program Management, Retail, Strategic Planning, Business Process..., Cross-functional Team..., E-commerce, Strategy Development, Business Strategy, Business Analysis, Business Planning, Change Management, Product Management, Management Consulting, Modeling, Financial Modeling, Global Management, Global Strategy, New Business Development, CRM, Project Management, Business Intelligence, Business Development, Leadership, Strategy, Vendor Management, Management, Analytics, Marketing Strategy, Executive Management, Team Leadership
Education
Harvard University 1996 — 2001
AB, cum laude
North Penn High School 1993 — 1996
Edward Monesmith's Capital Advisors Group Experience 2004 - 2006
Job Vice President at Citi Hedge Fund Services North America, Inc.
Industry Financial Services
Experience
Citi Hedge Fund Services North America, Inc. January 2006 - Present
capital advisors group 2004 - 2006
Skills
Hedge Funds, Fund Accounting, Alternative Investments, Fund Administration, Fund Of Funds, Equities, Fixed Income, Securities, Middle Office, Derivatives, Asset Management, Microsoft Excel, Microsoft Office, Investments, Customer Service, Capital Markets, Bloomberg Terminal, Back Office, Bonds, Account Reconciliation, AML, Financial Statements, Relationship Management
Education
Montclair State University
Finance
Citi Hedge Fund Services North America, Inc. January 2006 - Present
capital advisors group 2004 - 2006
Skills
Hedge Funds, Fund Accounting, Alternative Investments, Fund Administration, Fund Of Funds, Equities, Fixed Income, Securities, Middle Office, Derivatives, Asset Management, Microsoft Excel, Microsoft Office, Investments, Customer Service, Capital Markets, Bloomberg Terminal, Back Office, Bonds, Account Reconciliation, AML, Financial Statements, Relationship Management
Education
Montclair State University
Finance
Mike Kaicher's Capital Advisors Group Experience June 2009 - October 2010
Job Executive Director at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management October 2010 - Present
Capital Advisors Group June 2009 - October 2010
Evergreen Investments June 2006 - June 2009
Wachovia, A Wells Fargo Company March 2004 - June 2006
Fleet Bank June 2000 - March 2004
Skills
Investments, Capital Markets, Treasury Management, Fixed Income, Portfolio Management, Asset Managment, Securities, Asset Management, Cash Management, Corporate Finance, Risk Management, Bloomberg, Financial Services, Derivatives, Alternative Investments
Education
Providence College 1996 — 2000
Morgan Stanley Investment Management October 2010 - Present
Capital Advisors Group June 2009 - October 2010
Evergreen Investments June 2006 - June 2009
Wachovia, A Wells Fargo Company March 2004 - June 2006
Fleet Bank June 2000 - March 2004
Skills
Investments, Capital Markets, Treasury Management, Fixed Income, Portfolio Management, Asset Managment, Securities, Asset Management, Cash Management, Corporate Finance, Risk Management, Bloomberg, Financial Services, Derivatives, Alternative Investments
Education
Providence College 1996 — 2000
Anthony Cucinotta's Capital Advisors Group Experience July 2004 - Present
Job Head of Trading at Capital Advisors Group
Industry Investment Management
Experience
Capital Advisors Group July 2004 - Present
Capital Advisors Group July 2000 - July 2004
Skills
Fixed Income, Portfolio Management, Bloomberg, Securities, Trading, Investments, Venture Capital, Asset Management, Structured Finance, Equities, Capital Markets, Corporate Finance, Asset Managment, Investment Management, Valuation, Financial Modeling, bonds, Bonds
Education
Syracuse University 1995 — 2000
Bachelor of Science (BS), Economics & Marketing
Capital Advisors Group July 2004 - Present
Capital Advisors Group July 2000 - July 2004
Skills
Fixed Income, Portfolio Management, Bloomberg, Securities, Trading, Investments, Venture Capital, Asset Management, Structured Finance, Equities, Capital Markets, Corporate Finance, Asset Managment, Investment Management, Valuation, Financial Modeling, bonds, Bonds
Education
Syracuse University 1995 — 2000
Bachelor of Science (BS), Economics & Marketing
Gweneth McKinney's Capital Advisors Group Experience August 2000 - August 2002
Job Analyst at Sturgeon Capital Management
Industry Financial Services
Experience
Sturgeon Capital Management December 2010 - Present
Ozcan Jewlers Inc March 2010 - December 2010
Eve's Garden September 2005 - February 2010
C.P. Baker and Company March 2004 - May 2005
CurlFriends LLC 2003 - 2005
Neiman Marcus September 2003 - March 2004
Capital Advisors Group August 2000 - August 2002
Capital Advisors Group August 2000 - December 2000
Skills
Marketing, Portfolio Management, Business Development, Strategy, Valuation
Education
Wellesley College 1996 — 2000
BA, Political Science, Economics, Physics
Florida State University 1994 — 1996
Political Science, Physics, Art History, Classics
Sturgeon Capital Management December 2010 - Present
Ozcan Jewlers Inc March 2010 - December 2010
Eve's Garden September 2005 - February 2010
C.P. Baker and Company March 2004 - May 2005
CurlFriends LLC 2003 - 2005
Neiman Marcus September 2003 - March 2004
Capital Advisors Group August 2000 - August 2002
Capital Advisors Group August 2000 - December 2000
Skills
Marketing, Portfolio Management, Business Development, Strategy, Valuation
Education
Wellesley College 1996 — 2000
BA, Political Science, Economics, Physics
Florida State University 1994 — 1996
Political Science, Physics, Art History, Classics
Lance Pan's Capital Advisors Group Experience March 2003 - Present
Job Director of Investment Research & Strategy at Capital Advisors
Industry Investment Management
Experience
Capital Advisors Group March 2003 - Present
Columbia Management Group October 1999 - March 2003
Fleet Bank 1996 - 1998
Skills
Fixed Income, Capital Markets, Investment Management, Investment Strategies, Bonds, Investments, Securities, Asset Management, Mutual Funds
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2010
M.S., Finance
University of Hawaii - College of Business Administration 1989 — 1992
MBA, Business Administration and Management, General
University of Hawaii at Manoa 1989 — 1992
MA, Communication
Fudan University 1983 — 1987
BA, English Language & Literature
Capital Advisors Group March 2003 - Present
Columbia Management Group October 1999 - March 2003
Fleet Bank 1996 - 1998
Skills
Fixed Income, Capital Markets, Investment Management, Investment Strategies, Bonds, Investments, Securities, Asset Management, Mutual Funds
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2010
M.S., Finance
University of Hawaii - College of Business Administration 1989 — 1992
MBA, Business Administration and Management, General
University of Hawaii at Manoa 1989 — 1992
MA, Communication
Fudan University 1983 — 1987
BA, English Language & Literature
Denise M. Sanson's Capital Advisors Group Experience January 2001 - January 2003
Job Accomplished, Passionate HR Professional
Industry Human Resources
Experience
Barneys New York November 2013 - May 2014
Canadian Consulate General March 2003 - August 2010
Capital Advisors Group January 2001 - January 2003
American Express January 2000 - December 2000
Skills
Management, Employee Relations, Recruiting, CRM, Leadership, Account Management, Strategic Planning, Business Development, Public Speaking, Program Management, Customer Service, Sales, Training, Human Resources, Onboarding, Performance Management, Marketing
Education
Boston College 1992 — 1996
Bachelor's Degree, Engish
Boston College
Bachelor's degree, English Language and Literature, General
Barneys New York November 2013 - May 2014
Canadian Consulate General March 2003 - August 2010
Capital Advisors Group January 2001 - January 2003
American Express January 2000 - December 2000
Skills
Management, Employee Relations, Recruiting, CRM, Leadership, Account Management, Strategic Planning, Business Development, Public Speaking, Program Management, Customer Service, Sales, Training, Human Resources, Onboarding, Performance Management, Marketing
Education
Boston College 1992 — 1996
Bachelor's Degree, Engish
Boston College
Bachelor's degree, English Language and Literature, General
Ryan Curts's Capital Advisors Group Experience July 2009 - Present
Job
Industry Financial Services
Experience
Capital Advisors Group July 2009 - Present
Softrax Corporation July 2007 - December 2008
Skills
Microsoft SQL Server, SQL, ASP.NET, Business Intelligence, XML, C#, Agile Methodologies, Software Development, JavaScript, Web Services, jQuery, Java, Requirements Analysis, Software Project..., CSS, PHP
Education
Boston University 2009 — 2011
BS, Computer Science
Kansas State University 2002 — 2006
Capital Advisors Group July 2009 - Present
Softrax Corporation July 2007 - December 2008
Skills
Microsoft SQL Server, SQL, ASP.NET, Business Intelligence, XML, C#, Agile Methodologies, Software Development, JavaScript, Web Services, jQuery, Java, Requirements Analysis, Software Project..., CSS, PHP
Education
Boston University 2009 — 2011
BS, Computer Science
Kansas State University 2002 — 2006
Adam Leventhal's Capital Advisors Group Experience April 2004 - July 2005
Job Sales/Business Development Director at Dassault Systèmes
Industry Financial Services
Experience
Dassault Systèmes December 2014 - Present
Eze Software Group November 2010 - December 2014
Eze Software Group July 2008 - November 2010
Eze Software Group July 2005 - July 2008
Capital Advisors Group April 2004 - July 2005
Capital Advisors Group September 2002 - April 2004
State Street September 2001 - September 2002
Skills
Trading Systems, Hedge Funds, Electronic Trading, Equities, Fixed Income, Asset Management, Financial Services, Trading, Relationship Management, Securities, Investments, Investment Management, Alternative Investments, Derivatives, Financial Markets, Equity Trading, Capital Markets, Options, Enterprise Software, Solution Selling, Consultative Sales..., Enterprise Technology..., Enterprise Solution..., C Level Selling, Enterprise Account..., Contract Negotiation, Business Development, Mutual Funds, Product Lifecycle..., Global Custody, Financial Modeling, Databases, Valuation, Bloomberg, Portfolio Management, Market Data, Series 7, Customer Experience, Customer Intelligence
Education
Bentley University 1997 — 2001
Bachelor of Arts (BA), International Business/Finance
Dassault Systèmes December 2014 - Present
Eze Software Group November 2010 - December 2014
Eze Software Group July 2008 - November 2010
Eze Software Group July 2005 - July 2008
Capital Advisors Group April 2004 - July 2005
Capital Advisors Group September 2002 - April 2004
State Street September 2001 - September 2002
Skills
Trading Systems, Hedge Funds, Electronic Trading, Equities, Fixed Income, Asset Management, Financial Services, Trading, Relationship Management, Securities, Investments, Investment Management, Alternative Investments, Derivatives, Financial Markets, Equity Trading, Capital Markets, Options, Enterprise Software, Solution Selling, Consultative Sales..., Enterprise Technology..., Enterprise Solution..., C Level Selling, Enterprise Account..., Contract Negotiation, Business Development, Mutual Funds, Product Lifecycle..., Global Custody, Financial Modeling, Databases, Valuation, Bloomberg, Portfolio Management, Market Data, Series 7, Customer Experience, Customer Intelligence
Education
Bentley University 1997 — 2001
Bachelor of Arts (BA), International Business/Finance
Danielle Frizzi's Capital Advisors Group Experience June 2011 - November 2013
Job Director of Marketing, Communications, and Events at Commonwealth of Massachusetts, Operational Services Division
Industry Marketing and Advertising
Experience
Commonwealth of Massachusetts, Operational Services Division December 2014 - Present
Capital Advisors Group June 2011 - November 2013
Fidelity Investments June 2007 - April 2011
E.G. Barker Lumber Co. Inc 2006 - 2007
The Gillette Company 1979 - 1999
Skills
Marketing Strategy, Event Planning, Public Relations, Marketing Communications, Crisis Management, Newsletters, Sales, Integrated Marketing, Corporate Communications, Program Management, Marketing, Direct Mail, Leadership, Editing, Advertising, Management, Internal Communications, Strategic Planning
Education
Northeastern University
B.S, Business Administration, cum laude
Northeastern University
Associate of Science (A.S.), Liberal Arts and Sciences/Liberal Studies
Commonwealth of Massachusetts, Operational Services Division December 2014 - Present
Capital Advisors Group June 2011 - November 2013
Fidelity Investments June 2007 - April 2011
E.G. Barker Lumber Co. Inc 2006 - 2007
The Gillette Company 1979 - 1999
Skills
Marketing Strategy, Event Planning, Public Relations, Marketing Communications, Crisis Management, Newsletters, Sales, Integrated Marketing, Corporate Communications, Program Management, Marketing, Direct Mail, Leadership, Editing, Advertising, Management, Internal Communications, Strategic Planning
Education
Northeastern University
B.S, Business Administration, cum laude
Northeastern University
Associate of Science (A.S.), Liberal Arts and Sciences/Liberal Studies
Levence Eutsay's Capital Advisors Group Experience 2000 - 2003
Job Managing Partner at Columbus Advisors Group
Industry Investment Management
Experience
Columbus Advisors Group August 2009 - Present
Columbia Management June 2006 - July 2009
Blaylock & Partners 2003 - 2005
Capital Advisors Group 2000 - 2003
Skills
Hedge Funds, Equities, Financial Services, Salesforce.com, Fixed Income, Trading, Series 7, Investments, Alternative Investments, Bloomberg, Series 63, Asset Management, Securities, Private Equity, Capital Markets, Bonds, Investment Management, Mergers & Acquisitions, Risk Management, Equity Trading, Structured Products, Fund Of Funds, Equity Research, Mutual Funds
Education
University of Massachusetts, Amherst 1996 — 1998
Economics, Finance
Denison University 1992 — 1994
Bachelor of Science, Economics
Lincoln Sudbury 1989 — 1992
Columbus Advisors Group August 2009 - Present
Columbia Management June 2006 - July 2009
Blaylock & Partners 2003 - 2005
Capital Advisors Group 2000 - 2003
Skills
Hedge Funds, Equities, Financial Services, Salesforce.com, Fixed Income, Trading, Series 7, Investments, Alternative Investments, Bloomberg, Series 63, Asset Management, Securities, Private Equity, Capital Markets, Bonds, Investment Management, Mergers & Acquisitions, Risk Management, Equity Trading, Structured Products, Fund Of Funds, Equity Research, Mutual Funds
Education
University of Massachusetts, Amherst 1996 — 1998
Economics, Finance
Denison University 1992 — 1994
Bachelor of Science, Economics
Lincoln Sudbury 1989 — 1992
Brian Buntzen's Capital Advisors Group Experience
Job Asst. Director of Operations at Capital Advisors Group
Industry Financial Services
Experience
Capital Advisors Group
Skills
Securities, Fixed Income, Portfolio Management
Education
Rowan University
Mathematics
Capital Advisors Group
Skills
Securities, Fixed Income, Portfolio Management
Education
Rowan University
Mathematics
Benjamin Keating, CFA's Capital Advisors Group Experience 2002 - 2005
Job Vice President at Wellington Management
Industry Investment Management
Experience
Wellington Management 2012 - Present
Hartford Investment Management 2005 - 2012
Capital Advisors Group 2002 - 2005
Standish Mellon Asset Management 1993 - 2002
Skills
Fixed Income, Portfolio Management, Investments, Investment Strategies, Alternative Investments, Asset Allocation, Mutual Funds, Asset Management, Investment Management, Equities, Series 7, Securities, Capital Markets, Series 63, Equity Research, Bonds, Derivatives, Emerging Markets, Valuation, Financial Modeling, Financial Services, Trading, Investment Advisory
Education
Boston University Questrom School of Business
M.B.A., Finance
Siena College
B.S. Finance, Finance, Accounting
Wellington Management 2012 - Present
Hartford Investment Management 2005 - 2012
Capital Advisors Group 2002 - 2005
Standish Mellon Asset Management 1993 - 2002
Skills
Fixed Income, Portfolio Management, Investments, Investment Strategies, Alternative Investments, Asset Allocation, Mutual Funds, Asset Management, Investment Management, Equities, Series 7, Securities, Capital Markets, Series 63, Equity Research, Bonds, Derivatives, Emerging Markets, Valuation, Financial Modeling, Financial Services, Trading, Investment Advisory
Education
Boston University Questrom School of Business
M.B.A., Finance
Siena College
B.S. Finance, Finance, Accounting
Malick Sallah's Capital Advisors Group Experience July 1997 - May 1999
Job Assistant Manager, Production Planning at Toyota Engineering & Manufacturing America
Industry Automotive
Experience
Toyota Engineering & Manufacturing America January 2015 - Present
Toyota Engineering & Manufacturing America July 2013 - December 2014
Toyota Engineering & Manufacturing America July 2011 - July 2013
Toyota Engineering & Manufacturing America April 2008 - July 2011
Toyota Engineering & Manufacturing America October 2006 - April 2008
Toyota Motor Manufacturing Kentucky July 2005 - October 2006
Lafarge North America Incoroporated September 2003 - July 2005
Lafarge North America Incorporated May 2001 - July 2003
Komatsu America Corp. May 1999 - April 2001
Capital Advisors Group, July 1997 - May 1999
Skills
Kaizen, Financial Accounting, Project Management, Accounting, Financial Analysis, Financial Reporting, Budgets
Education
Berea College
Bachelor's Degree, Accounting and Finance
Murray State University
Master of Business Administration (MBA), Accounting and Finance
Toyota Engineering & Manufacturing America January 2015 - Present
Toyota Engineering & Manufacturing America July 2013 - December 2014
Toyota Engineering & Manufacturing America July 2011 - July 2013
Toyota Engineering & Manufacturing America April 2008 - July 2011
Toyota Engineering & Manufacturing America October 2006 - April 2008
Toyota Motor Manufacturing Kentucky July 2005 - October 2006
Lafarge North America Incoroporated September 2003 - July 2005
Lafarge North America Incorporated May 2001 - July 2003
Komatsu America Corp. May 1999 - April 2001
Capital Advisors Group, July 1997 - May 1999
Skills
Kaizen, Financial Accounting, Project Management, Accounting, Financial Analysis, Financial Reporting, Budgets
Education
Berea College
Bachelor's Degree, Accounting and Finance
Murray State University
Master of Business Administration (MBA), Accounting and Finance
Kathleen Arsenault's Capital Advisors Group Experience January 1997 - December 2001
Job Senior Legal Specialist at The Hartford
Industry Legal Services
Experience
The Hartford March 2015 - Present
The Hartford April 2010 - Present
The Hartford September 2004 - September 2009
Robert M. Currey & Associates February 2002 - October 2003
Capital Advisors Group January 1997 - December 2001
Skills
Legal Research, Westlaw, Legal Writing, Securities Regulation, Document Review, Corporate Law, Legal Assistance, Civil Litigation, Corporate Governance, Securities, Mediation, Insurance, Litigation, Insurance Law
Education
Marist College
B.A., English
University of Hartford
Paralegal Certificate, Legal Studies
The Hartford March 2015 - Present
The Hartford April 2010 - Present
The Hartford September 2004 - September 2009
Robert M. Currey & Associates February 2002 - October 2003
Capital Advisors Group January 1997 - December 2001
Skills
Legal Research, Westlaw, Legal Writing, Securities Regulation, Document Review, Corporate Law, Legal Assistance, Civil Litigation, Corporate Governance, Securities, Mediation, Insurance, Litigation, Insurance Law
Education
Marist College
B.A., English
University of Hartford
Paralegal Certificate, Legal Studies
Richard Bowman's Capital Advisors Group Experience November 2010 - Present
Job SVP Capital Advisors Group
Industry Financial Services
Experience
Capital Advisors Group November 2010 - Present
Debt Advisors Group March 2003 - October 2009
GENERAL ELECTRIC LIFE SCIENCES & TECHNOLOGY FINANCE September 2001 - March 2003
DISTRESSED ASSET PURCHASE FINANCIAL MANAGEMENT, INC January 2000 - September 2001
U.S. BANCORP LEASING AND FINANCE January 1999 - January 2000
Comdisco January 1992 - January 1999
SANWA BUSINESS CREDIT CORPORATION January 1991 - January 1992
CHANCELLOR CORPORATION January 1989 - January 1991
COBBLESTONE CORPORATION January 1987 - January 1989
EQUITABLE LIFE LEASING CORPORATION January 1983 - January 1987
Skills
Mergers, Portfolio Management, Financial Modeling, Venture Capital, Asset Managment, Business Development, New Business Development, Finance, Investments, Private Equity, Valuation, Due Diligence, Capital Markets, Equities, Sales, Corporate Finance, Alternative Investments, Loans, Direct Sales, Mergers & Acquisitions, Strategy
Education
Columbia University - Columbia Business School 1977 — 1978
MBA, Finance/Marketing
Boston College 1969 — 1973
BS, Economics
Capital Advisors Group November 2010 - Present
Debt Advisors Group March 2003 - October 2009
GENERAL ELECTRIC LIFE SCIENCES & TECHNOLOGY FINANCE September 2001 - March 2003
DISTRESSED ASSET PURCHASE FINANCIAL MANAGEMENT, INC January 2000 - September 2001
U.S. BANCORP LEASING AND FINANCE January 1999 - January 2000
Comdisco January 1992 - January 1999
SANWA BUSINESS CREDIT CORPORATION January 1991 - January 1992
CHANCELLOR CORPORATION January 1989 - January 1991
COBBLESTONE CORPORATION January 1987 - January 1989
EQUITABLE LIFE LEASING CORPORATION January 1983 - January 1987
Skills
Mergers, Portfolio Management, Financial Modeling, Venture Capital, Asset Managment, Business Development, New Business Development, Finance, Investments, Private Equity, Valuation, Due Diligence, Capital Markets, Equities, Sales, Corporate Finance, Alternative Investments, Loans, Direct Sales, Mergers & Acquisitions, Strategy
Education
Columbia University - Columbia Business School 1977 — 1978
MBA, Finance/Marketing
Boston College 1969 — 1973
BS, Economics
Spyros Qendro's Capital Advisors Group Experience July 2014 - Present
Job Data Analyst at Capital Advisors Group
Industry Financial Services
Experience
Capital Advisors Group July 2014 - Present
Skills
Economics, Financial Modeling, Financial Analysis, Access, Microsoft Office, Accounting, Management Accounting, QuickBooks, Economic Modeling, Budgets, Microsoft Excel, Business Analytics, Performance Reporting, Customer Service, Investments
Education
University of Exeter 2008 — 2011
Bachelor's Degree, Economics, 2:2 (3.3 GPA equivalence)
American Community Schools of Athens 2005 — 2008
High School, International Baccalaureate, GPA: 4.175 ; IB Score: 31
Capital Advisors Group July 2014 - Present
Skills
Economics, Financial Modeling, Financial Analysis, Access, Microsoft Office, Accounting, Management Accounting, QuickBooks, Economic Modeling, Budgets, Microsoft Excel, Business Analytics, Performance Reporting, Customer Service, Investments
Education
University of Exeter 2008 — 2011
Bachelor's Degree, Economics, 2:2 (3.3 GPA equivalence)
American Community Schools of Athens 2005 — 2008
High School, International Baccalaureate, GPA: 4.175 ; IB Score: 31
Fikri Musa's Capital Advisors Group Experience 2005 - 2011
Job Financial Services Professional
Industry Financial Services
Experience
Capital Advisors Group 2005 - 2011
Education
NJIT 1998 — 2006
Master of Science (MS), Information Technology
Capital Advisors Group 2005 - 2011
Education
NJIT 1998 — 2006
Master of Science (MS), Information Technology
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY