Rockefeller & Co., Inc.
Industry: Company
DescriptionFounded: 1882 Parent organization: Viking Global Investors Subsidiary: Rockefeller Trust Company, National Association
Rockefeller & Co., Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Rockefeller & Co., Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Rockefeller & Co., Inc. Employees
Indus Capital April 2015 - Present
Rockefeller & Co., Inc. August 2008 - April 2015
Skills
Asset Management, Hedge Funds, Financial Services, Bloomberg, Asset Allocation, Fixed Income, Mutual Funds, Wealth Management, Securities, Alternative Investments, Portfolio Management, Series 7, Equities, Investments
Education
Boston University 2004 — 2008
Bachelor of Science (BS), Business Administration and Management, General
Rockefeller & Co., Inc. August 2007 - Present
Rockefeller & Co., Inc. July 2005 - July 2007
Rockefeller & Co., Inc. June 1999 - June 2005
Rockefeller & Co., Inc. September 1997 - June 1999
Smith Barney September 1993 - August 1997
Skills
Portfolio Management, Trading, Equities, Bloomberg, Fixed Income, Securities, Asset Allocation, Asset Management, Investments, Mutual Funds, Financial Analysis, Finance, Investment Management
Education
State University of New York at Albany 1987 — 1989
Economics
Nassau Community College 1986 — 1987
Brinster & Bergman, LLP November 2014 - Present
Rockefeller & Co., Inc. October 2008 - December 2013
Arrow Electronics August 2006 - May 2008
McGladrey August 2005 - July 2006
EDO Corporation June 2004 - August 2005
Dresdner Kleinwort Wasserstein June 2001 - May 2004
WeiserMazars LLP December 1998 - April 2001
Prudential Financial October 1990 - December 1998
Education
Pace University - Lubin School of Business 1998 — 2003
Master of Business Administration (M.B.A.), Taxation
Pace University - Lubin School of Business 1987 — 1991
Bachelor's Degree, Public Accounting
LS Partners May 2015 - Present
Dish Network August 2014 - May 2015
Dish Network May 2013 - August 2013
ICICI Bank March 2013 - April 2013
MDSL February 2008 - July 2012
MDSL January 2008 - July 2012
Rockefeller & Co., Inc. March 2006 - June 2007
Skills
Bloomberg, Valuation, Financial Modeling, Strategic Partnerships, Microsoft Excel, Business Analysis, Data Analysis, Analytics, CRM, Competitive Analysis, Financial Analysis, Business Strategy, Strategy, Project Management, Management, Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2014
MBA, Finance and Real Estate; Graduated with Distinction
Columbia University in the City of New York 2001 — 2005
Bachelor of Science, Engineering and Management Systems (Major); Economics (Minor)
BTIG, LLC November 2014 - Present
Cornerstone Macro LP February 2014 - November 2014
Telsey Advisory Group February 2012 - February 2014
ITG (& the former Majestic Research) August 2007 - January 2012
Georgetown Lombardi Comprehensive Cancer Center January 2007 - June 2007
Rockefeller & Co., Inc. June 2006 - August 2006
Skills
Equity Research, Pharmaceuticals, Biotechnology, Retail, Report Writing, Data Modeling, Financial Modeling, Valuation, Equities, Finance, Financial Analysis
Education
Georgetown University 2003 — 2007
Bachelor of Science (BS)
Rockefeller & Co., Inc. February 2015 - Present
Rockefeller & Co., Inc. January 2012 - Present
Rockefeller & Co., Inc. January 2010 - January 2012
Rockefeller & Co., Inc. November 2008 - January 2010
Rockit Solutions, LLC September 2007 - November 2008
Skills
Wealth Management, Wealth Management..., Certified Financial..., Personal Financial..., Private Banking, Relationship Management, Account Management, Client Relations, Financial Analysis, Asset Allocation, Retirement Planning, Investments, Portfolio Management, Financial Modeling, Financial Services, Asset Management
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Kutztown University of Pennsylvania 2003 — 2006
Bachelor's Degree, Marketing
Rockefeller & Co., Inc. October 2010 - Present
Education
City University of New York-Baruch College
Rockefeller & Co., Inc. March 2015 - Present
Covenant House October 2014 - January 2015
Skanska USA June 2014 - September 2014
Amerigroup March 2014 - May 2014
Amerigroup September 2012 - March 2014
Amerigroup February 2010 - September 2012
Chase April 2007 - November 2008
Skills
Recruiting, Customer Service, Microsoft Office, Microsoft Excel, Human Resources, Office Administration, Administrative..., Data Entry, Finance, Data Analysis, Applicant Tracking..., Employee Benefits, New Hire Orientations, Health Insurance, Insurance, Healthcare, Microsoft Word
Education
Stony Brook University 2014 — 2016
Master of Science (M.S.), Human Resources Management/Personnel Administration, General
CUNY Medgar Evers College 2005 — 2013
Bachelor of Arts (B.A.), Psychology, 3.01
Rockefeller & Co., Inc. January 2014 - Present
Rockefeller & Co., Inc. September 2011 - Present
Skills
Equities, Investments, Portfolio Management, Financial Modeling, Economics, Equity Research, Microsoft Excel, Petroleum, SQL, Offshore Drilling, Oil & Gas Industry, Bloomberg, Data Modeling, Financial Analysis, Valuation
Education
Trinity College-Hartford 2005 — 2009
BS
Milton Academy 2001 — 2005
Rockefeller & Co., Inc. August 2013 - Present
Prelude Financial LLC November 2009 - June 2013
Goldman Sachs June 2012 - August 2012
FBR June 2008 - October 2009
FBR June 2007 - August 2007
Financial Dynamics May 2006 - July 2006
St. James's Place Wealth Management May 2005 - July 2005
FBR June 2004 - August 2004
Skills
Business Strategy, Investment Advisory, Financial Analysis, Problem Solving, Communication, Consulting, Financial Modeling, Corporate Finance, Investments, Strategy, Finance, Wealth Management, Economics, Risk Management, Portfolio Management
Education
University of Notre Dame - Mendoza College of Business 2011 — 2013
Master of Business Administration (MBA), Investments and Securities
Elon University - Martha and Spencer Love School of Business 2004 — 2008
Bachelor of Science (BS), Business Administration and Management, General
American Express 2007 - 2013
American Express 2006 - 2007
American Express 2000 - 2006
Rockefeller & Co., Inc. 1999 - 1999
Columbia University Institute for Non-for-Profit Management 1994 - 1998
The New York Women's Foundation 1993 - 1998
I Have a Dream Foundation 1991 - 1993
Skills
Strategic Planning, Business Strategy, Leadership, Management, Customer Acquisition, Credit Cards, Financial Services, Strategy, Strategic Partnerships, Marketing Strategy, Segmentation, Direct & Digital..., Analytics & Insights, Website Development, Messaging / Concept..., Digital Marketing, Product Management
Education
Columbia Business School 1998 — 2000
MBA, Finance & Management
Universite de Paris
Literature & Art History
Wells College
Bachelor of Arts (BA), French Studies
Rice Realty Group, Inc April 2011 - Present
Great South Bay Partners. LLC January 2006 - Present
Integrated Wealth Services, LLC 1990 - 2006
Rockefeller & Co., Inc. 1990 - 2006
Skills
Real Estate, Management, Marketing, Investment Properties, Property Management, Real Estate Investment, Wealth Management, First Time Home Buyers, Real Estate Transactions, Single Family Homes, Negotiation
Education
Adelphi University 1982 — 1984
BS, Management and Marketing
Citywide Council on High Schools NYCDOE September 2014 - Present
Brooklyn Amity School August 2008 - Present
ROADS Charter High Schools 2015 - 2015
Rockefeller & Co., Inc. January 2001 - April 2006
San-in Godo Bank January 1998 - January 1999
Pace University September 1996 - January 1998
John R. Mangiardi, Chief of Neurosurgery at Lenox Hill, Private Practice 1996 - 1997
Skills
Equities, Financial Analysis, Asset Allocation, Bloomberg, Securities, Community Outreach, Management, Portfolio Management, Banking, Research, Leadership, Mergers & Acquisitions, Financial Services, Accounting, Grant Writing, Event Management, Marketing Strategy, Process Improvement, Social Networking, Marketing, Training, Fundraising, International Relations, Private Equity, Financial Modeling, Public Speaking, Asset Management, Nonprofits, Strategy, Financial Reporting, Recruiting, Finance, Analysis, Corporate Finance, Valuation, Investments, Teamwork, Event Planning
Education
St. John's University 2012 — 2014
Masters Degree, School Building Leadership
Pace University - Lubin School of Business 1995 — 2000
Bachelor of Business Administration (BBA), Management & Law
Rockefeller & Co., Inc. July 2012 - Present
Merrill Lynch February 2012 - December 2012
Fiduciary Trust Company June 2011 - August 2011
Franklin Templeton Investments June 2011 - August 2011
Sage Capital Management LLC June 2010 - August 2010
Amlon Resources Group LLC June 2009 - August 2009
Skills
Alternative Investments, Bloomberg, Equities, Investment Management, Wealth Management, Asset Management, Hedge Funds, Financial Modeling, Mutual Funds, Portfolio Management, Financial Analysis, Fixed Income, Investments, Asset Allocation, Bloomberg Terminal
Education
New York University 2009 — 2012
BA, Economics, Business
Brown Brothers Harriman July 2014 - Present
Brown Brothers Harriman June 2013 - September 2013
Rockefeller & Co., Inc. June 2012 - September 2012
The Economist June 2011 - September 2011
Skills
Market Research, Stata, Financial Analysis, Economics, Data Analysis, Microsoft Excel, Investments, PowerPoint, Research, Spanish, Microsoft Office, Social Media, Microsoft Word, Bloomberg Terminal, Macroeconomics, Public Speaking, Statistics, Teamwork
Education
Princeton University 2010 — 2014
Bachelor of Arts (BA), Economics, Cum Laude
Parkview International May 2015 - Present
Rockefeller & Co., Inc. December 2011 - May 2015
Rockefeller & Co., Inc. March 2009 - December 2011
Rockefeller & Co., Inc. May 1989 - March 2009
Kidder Peabody 1981 - 1986
Education
Pace University - Lubin School of Business 2000 — 2004
Finance
Bronx High School of Science 1975 — 1979
Rockefeller & Co., Inc. October 2012 - Present
Rockefeller & Co., Inc. February 2011 - December 2012
Rockit Solutions LLC (Rockefeller Financial Services) July 2008 - February 2011
RR Donnelley May 2007 - August 2007
Blue Oak Capital October 2006 - December 2006
Sun Life Financial May 2006 - August 2006
Skills
Equities, Asset Management, Bloomberg, Investments, Financial Modeling, Securities
Education
Saint Michael's College 2004 — 2008
Bachelor of Science, Business Administration / Economics / Finance
Boston University - London Program 2006 — 2006
International Finance / British & European Economic Policy
Jetsetter August 2014 - Present
Jetsetter, A member of the TripAdvisor group January 2013 - August 2014
HUGE January 2012 - November 2012
Ralph Appelbaum Associates August 2010 - January 2012
Shake Shack March 2010 - August 2010
Rockefeller & Co., Inc. June 2008 - November 2009
Lehigh Valley Press May 2007 - August 2007
Skills
Photography, Social Media, Advertising, Photoshop, InDesign, Creative Direction, Adobe Creative Suite, PowerPoint, Leadership, Microsoft Office, Editorial, Editing, Illustrator, Microsoft Word, Blogging, Digital Strategy, WordPress, Graphic Design, Research, Social Media Marketing, Facebook, User Experience, Portrait Photography, Mac, Digital Photography, Public Speaking, T-shirt Graphics, Microsoft Excel
Education
Moravian College 2004 — 2008
BA, Photojournalism
Temple University, Rome Campus 2007 — 2007
New Rochelle High School
Rockefeller & Co., Inc. 2014 - Present
St. James Development Corp. 2009 - 2014
The Ayco Company, L.P. 2012 - 2013
Jeffries & Company 2011 - 2011
Withum Smith & Brown 2010 - 2011
Marks Paneth & Shron LLP 2009 - 2009
Neuberger Berman 2008 - 2009
Rothstein Kass 2005 - 2008
Prudential Financial 2003 - 2005
United States Air Force 1998 - 2004
Skills
Financial Reporting, Auditing, Accounting, Tax, Tax Accounting, Tax Preparation, CPA, Tax Research, Income Tax, QuickBooks, Finance, Internal Controls, Microsoft Excel, Financial Accounting, Financial Analysis, GAAP, US GAAP, Tax Returns, SEC filings, Corporate Tax, Financial Statements, Financial Planning
Education
Fairleigh Dickinson University-Florham Campus 2008 — 2010
Master of Science (M.S.)
Rutgers, The State University of New Jersey-Newark 1998 — 2000
BS
Vineyard Vines May 2014 - Present
Starwood Hotels & Resorts Worldwide, Inc. August 2011 - May 2014
HARMAN International January 2011 - August 2011
Rockefeller & Co., Inc. January 2010 - January 2011
Skills
Business Intelligence, Business Analytics, Analytics, Data Analysis, Microsoft Excel, Microsoft Office, Project Management, Tableau, Analysis, Databases, SQL, Finance, Business Intelligence..., Google Analytics, HTML scripting, VBA, Cost Reporting, Reporting & Analysis, Ad Hoc Reporting, Reporting Systems, Bloomberg Terminal, Blogging, Social Media Marketing, Google Docs, Social Media, SEO copywriting, SEO, Econometrics, Report Writing, Critical Thinking, Access
Education
Fairfield University 2007 — 2010
Master of Business Administration (M.B.A.), Information Systems/Econometrics, International Business
Fairfield University 2005 — 2007
Bachelor of Arts (B.A.), Economics
Gettysburg College 2003 — 2005
Wells Fargo July 2015 - Present
Wells Fargo June 2013 - July 2015
Georgetown University's McDonough School of Business August 2011 - May 2013
Rockefeller & Co., Inc. June 2012 - August 2012
Wells Fargo August 2009 - July 2011
Wachovia, A Wells Fargo Company December 2007 - August 2009
Education
Georgetown University - The McDonough School of Business 2011 — 2013
MBA, Finance
Virginia Polytechnic Institute and State University - Pamplin College of Business 2002 — 2006
BS, Finance
Providence Day
CBRE Global Investors January 2015 - Present
EII Capital Management, Inc. October 2011 - December 2014
Rockefeller & Co., Inc. July 2006 - October 2011
Skills
Alternative Investments, Investments, Bloomberg, Securities, Investment Strategies, Financial Services, Marketing, New Business Development, Due Diligence, Mutual Funds, Marketing Communications, Financial Modeling, Wealth Management, Relationship Management, Real Estate, Business Development, Client Services, Private Equity, Equities, Hedge Funds, Management, Strategy
Education
State University of New York at Oswego 2002 — 2006
BFA
YMCA of Greenwich September 2015 - Present
Rockefeller & Co., Inc. November 2014 - September 2015
Westchester Country Club June 2014 - January 2015
Juvenile Diabetes Reseach Foundation August 2013 - December 2013
United Hebrew Nursring Home May 2013 - August 2013
Skills
Event Planning, Public Relations, Media Relations, Event Management, Publicity, Communications Planning, Blogging, Press Releases, Time Management, Social Media, Microsoft Office, Outlook
Education
Quinnipiac University 2010 — 2014
Bachelor of Arts (BA), Public Relations/ Management, 3.2
Rockefeller & Co., Inc. August 2013 - Present
Rockit Solutions, LLC, a Rockefeller Financial Company March 2012 - July 2013
Cypress Investments LLC January 2010 - March 2012
Twelve Beverage, LLC September 2008 - November 2009
Key Investment Group January 2008 - May 2008
Education
Rollins College 2004 — 2008
Economics, Economics
Darien High School 2000 — 2004
Rockefeller & Co., Inc. July 2015 - Present
New Hampshire Air National Guard April 2011 - Present
United Security, Inc. (USI) September 2013 - July 2015
United Security, Inc. (USI) October 2012 - September 2013
AlliedBarton Security Services February 2010 - October 2012
Skills
Access Control, Active Shooter, AED, Alarm Systems, Bloodborne Pathogens, BLS, CCTV, Computer Proficiency, Corporate Security, Cpr Certified, Crime Prevention, Crisis Management, Crowd Control, Customer Service, Disaster Response, Emergency Management, Emergency Medical, Emergency Response to..., Emergency Services, EMT, First Aid, First Responder, Hazardous Materials..., Hazmat Operations, Infection Control, Information Security, Investigation, Loss Prevention, Microsoft Excel, Microsoft Word, Military Experience, Operational Risk..., Patient Safety, Personnel Security, Physical Security, PowerPoint, Preparedness, Professional..., Protection, Public Safety, Radiation Protection, Report Writing, Rescue, Safety, Security Operations, Surveillance, Urban Search & Rescue, Workplace Violence
Education
Granite State College 2010 — 2013
Bachelor of Arts (B.A.), Criminal Justice/Safety Studies
Fitchburg State College 2008 — 2009
Bachelor of Arts (B.A.), Criminal Justice/Safety Studies
Alvirne High School 2004 — 2008
High School Diploma
Rockefeller & Co., Inc. June 2014 - Present
Rockefeller & Co., Inc. January 2013 - June 2014
Permanent Mission of the Republic of Korea to the United Nations October 2011 - December 2012
Permanent Mission of the Republic of Korea to the United Nations December 2010 - September 2011
Daou Systems, Inc. February 2010 - September 2010
Samsung Human Resources Development Center July 2009 - October 2009
Samsung July 2008 - July 2009
Skills
Research, International Relations, Editing, Grant Writing, Intercultural..., Korean, Microsoft Office, Qualitative Research, International..., Fundraising, Program Management, Nonprofits, PowerPoint, Microsoft Excel, Microsoft Word, Event Planning, Non-profits, Ethnography, Sustainable Development, Green Economy, Sustainability, FactSet, Portfolio Analysis
Education
Columbia University in the City of New York 2014 — 2016
Master of Science (M.S.) Candidate, Sustainability Management
Northeastern University 2004 — 2008
B.A, Cultural Anthropology
Rockefeller & Co., Inc. June 2015 - Present
Rockefeller & Co., Inc. June 2014 - August 2014
Boenning & Scattergood, Inc. May 2013 - August 2013
Turner White Communications, Inc. 2010 - 2012
Tory Burch May 2011 - May 2011
Skills
PowerPoint, Research, Public Speaking, Microsoft Office, Microsoft Word, Microsoft Excel, Social Media, Psychology, Facebook, Community Service, Leadership, Marketing, Social Networking
Education
Gettysburg College 2011 — 2015
Bachelor of Arts (B.A.), Psychology
Rockefeller & Co., Inc. January 2015 - Present
Transactis February 2012 - Present
JetBlue Airways June 2013 - August 2013
Connect the Dots Occupational Therapy, PLLC November 2012 - June 2013
John Hancock Financial Services May 2011 - August 2011
AIESEC United States October 2010 - June 2011
MEC January 2011 - May 2011
The New Oriental School June 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Analysis, Customer Service, Access, Microsoft Word, Forecasting, Social Media, Research, Program Management, Finance, HTML, CSS, Nonprofits, Python, NYS Notary Public, Java
Education
Macaulay Honors College at The City University of New York 2008 — 2013
Bachelor's Degree, Mathematics and Economics, 3.94/4.00
The Institute for Life Sciences Collaboration March 2015 - Present
Pepper International March 2001 - Present
Morgan Stanley July 2000 - February 2001
Instinet Incorporated November 1999 - June 2000
Rockefeller & Co., Inc. June 1998 - November 1999
Citi September 1997 - May 1998
PEREGRINE ACQUISITIONS, INC. January 1997 - September 1997
Credit Suisse First Boston January 1995 - December 1996
JP Morgan September 1986 - December 1994
SALOMON BROTHERS INC September 1984 - July 1986
Skills
Estate Planning, Investment Management, Wealth Management, Financial Services, Start-ups, Finance, Banking, Strategy, Family Office, Trusts, Asset Managment, Alternative Investments, Strategic Financial..., Investment Advisory, Business Planning, Credit, Investment Strategies, Retirement Planning, Asset Management, Emerging Markets, Portfolio Management, Equities, Risk Management, New Business Development, Due Diligence, Relationship Management, Management, Financial Planning, Strategic Planning, Personal Finance, Corporate Development, High Net Worth..., Investments, Public Speaking, Executive Management, Strategic Communications, Bonds, Investment Banking, Leadership, Valuation, Stock Market, Financial Analysis, Public Relations, Wealth Preservation..., Capital Markets, Series 63, Marketing Strategy, Luxury Lifestyle, Luxury Goods, Marketing
Education
Columbia University - Columbia Business School 1987 — 1989
MBA, Entrepreneurial Studies
Bryn Mawr College 1980 — 1984
BA, Philosophy
Sober Mentoring June 2014 - Present
Saving Grace May 2014 - Present
Jack L. Davis Voice Overs January 1992 - 2014
Rockefeller & Co., Inc. 2006 - 2007
Personal Assistant to high profile New Yorker 2004 - 2006
Dorset Theatre Company 1979 - 2000
Skills
Voice Over, Teleprompter, Earpromter Professional, Narration, Audio Books, Public Speaking, Acting, Voice Acting, Improvisation, Theatre, Corporate Presentations, Instructor Certified, Video, Broadcast, Television, On-camera, Commercials, Film, Audio Editing, Music, Drama, Performing Arts, Stage, Sound, Directing, Entrepreneurship, Musical Theatre, Pro Tools, Public Relations, Editing, Video Production, Radio, Film Production, Social Networking
Education
Purdue University
BA, Communications
Purdue University
Wachovia, A Wells Fargo Company July 2006 - October 2009
Beacon Trust Company, Madison, NJ 2003 - 2006
Fleet Bank 1994 - 2002
The Bank of New York November 1987 - March 1994
Rockefeller & Co., Inc. November 1985 - November 1987
Morgan Stanley Smith Barney February 1981 - December 1986
Ivan F Boesky & Co November 1978 - January 1981
Skills
Investment Advisory, Business Relationship..., Compliance, New Business Development, Qualitative Research, Wealth Management, Institutional Investors, Trust Management
Education
Fairleigh Dickinson University 1990 — 1995
MBA, Finance
Fairleigh Dickinson University
Certified Financial Planner
Rutgers University's Douglass College
BA, Political Science
Rockefeller & Co., Inc. February 2010 - Present
Rockefeller & Co., Inc. February 2009 - February 2010
Rockit Solutions, LLC May 2008 - February 2009
Rockit Solutions, LLC September 2007 - May 2008
Rockit Solutions, LLC September 2006 - August 2007
Rockit Solutions, LLC May 2006 - August 2006
Skills
Equities, Securities, Bloomberg, Hedge Funds, Financial Analysis, Asset Managment, Financial Reporting, Microsoft Excel, Financial Modeling, Portfolio Management, Investments, Asset Management, Finance
Education
Mercy College 2004 — 2006
MBA, Finance
State University of New York at Oswego 1999 — 2003
Bachelor of Science; Bachelor of Arts, Finance; Economics
Direct Supplies Warehouse, Inc. 2010 - Present
Rockefeller & Co., Inc. 1992 - 2009
Seymour Schneidman & Associates 1987 - 1992
Education
Binghamton University - School of Management
B.S. Accounting
Rockefeller & Co., Inc. May 2015 - Present
Rockefeller & Co., Inc. March 2014 - May 2015
Rockefeller & Co., Inc. January 2012 - February 2014
Wall Street Webcasting April 2011 - December 2011
Chase June 2008 - April 2011
Skills
Training, Management, Software Documentation, Access, Human Resources, Recruiting, Outlook, Event Management, Payroll, Microsoft Excel, Sales, Data Entry, Public Relations, PowerPoint, Office Management
Education
City University of New York-Hunter College 2006 — 2010
Bachelor of Arts (BA), Communication and Media Studies
The Walworth Barbour American International School in Israel June 2014 - Present
IMG Worldwide June 2013 - August 2013
Rockefeller & Co., Inc. June 2012 - July 2012
Blue Water Fine Arts June 2010 - August 2011
Skills
Microsoft Office, Adobe Photoshop, Social Media, Marketing Strategy, Public Relations, Event Planning, Marketing, Social Networking, Corporate Social...
Education
Williams College 2010 — 2014
Bachelor of Arts (B.A.), History and Political Science
Tuck School of Business at Dartmouth 2012 — 2012
Business Bridge Program
Portledge School 2007 — 2010
NYC Department of Correction December 2014 - Present
Rockefeller & Co., Inc. November 2000 - Present
Skills
VMware, EMC Storage, Disaster Recovery, Backup Solutions, Data Center Design, Data Domain, Mobile Technology, Relationship Management, Windows Server, IT Audit, Physical Security, Operating Budgets, Project Management, Build Outs
Education
Queens College
BS, History
Guggenheim Investments February 2010 - May 2013
Rockefeller & Co., Inc. 2008 - 2008
J.P. Morgan 2004 - 2007
Skills
Investments, Hedge Funds, Fixed Income, Equities, Portfolio Management, Investment Management, Strategy, Business Development, Commodity, Relationship Management, Banking, Sales, Mutual Funds
Education
The University of Texas at Austin
BS (Cum Laude)
The University of Texas at Austin - Red McCombs School of Business
MBA, Finance
Rockefeller & Co., Inc. October 2014 - Present
The Dowling Group February 2012 - October 2014
Barry Gould, CPA January 2009 - January 2012
Jujamcyn Theaters, LLC October 2008 - December 2008
Skills
Tax Software Proficiency, Proficient in QuickBooks, Experience in Taxing..., Tax Preparation, General Ledger, Bookkeeping, Accounting, Account Reconciliation, Journal Entries, Tax, Tax Returns, Sales Tax, Financial Reporting, Income Tax, Fixed Assets, Accounts Payable, GAAP, Financial Statements, Auditing, Financial Accounting, Accounts Receivable, Corporate Tax, Peachtree, Healthcare Consulting, Social Security, Long Term Care Insurance, Retirement Planning, Estate Planning, IRS Enrolled Agent, IRS, Estate Tax Planning
Education
Seton Hall University 2004 — 2008
Bachelor of Science, Accounting
University of Phoenix 2009 — 2011
Masters, Business Administration
Moelis & Company July 2014 - Present
Citi June 2013 - August 2013
Xerox August 2011 - June 2012
Xerox August 2010 - August 2011
Transform (321 Transform LLC) January 2010 - July 2010
Transform (321 Transform LLC) August 2007 - December 2009
Rockefeller & Co., Inc. June 2006 - July 2006
M80 June 2005 - August 2005
Skills
Capital Markets, Corporate Finance, Excel, Business Process..., Commercial Paper, Web Project Management, Social Media, Financial Analysis, PowerPoint, Microsoft Excel, Leadership, Valuation, Business Development, Management, Finance, Data Analysis
Education
Cornell University - S.C. Johnson Graduate School of Management 2012 — 2014
MBA Candidate, Banking, Corporate, Finance, and Securities Law
Cornell University 2003 — 2007
B.S., Biological Engineering Technology and Applied Economics and Management
Beverly Hills 1999 — 2003
Ipreo January 2012 - August 2013
Americas Society / Council of the Americas April 2010 - May 2011
AB Capital Management, LLC October 2006 - December 2008
Goldman Sachs June 2001 - October 2006
Rockefeller & Co., Inc. July 2000 - June 2001
Brown Brothers Harriman June 1999 - July 2000
Skills
Microsoft Office, Bloomberg Terminal, Spanish, Equities, Hedge Funds, Corporate Communications, Foreign Policy, Public Policy, International..., Raiser's Edge, Latin American Studies, Factset, Foreign Relations, Foreign Affairs, International Economics, Equity Derivatives, Equity Trading, Reuters, Trading Systems, Thomson One, Fund Accounting, Fund Administration, Conference Coordination, Fundraising, Conference Organisation, Marketing Communications, Marketing Strategy, Internal Communications, Conference Design, Foreign Policy Analysis, Corporate Social..., Social Policy, Economic Development, Economic Policy, Development Economics, Latin American markets, Poverty Reduction, Conflict Resolution, Conflict Transformation, Conflict Analysis, Civil Society, CRM, InDesign, Financial Markets, Investments, Investor Relations, Portfolio Management, Emerging Markets, Investment Banking, Latin America
Education
New York University 2009 — 2011
MS, Global Affairs
Boston University 1995 — 1999
BA, Economics & International Relations
Trinity School
Kallman Worldwide, Inc. September 2011 - Present
Rockefeller & Co., Inc. November 2001 - August 2011
Empire Insurance Group 1998 - 2000
Harry N. Abrams, Inc. 1991 - 1998
Skills
Employee Relations, Talent Acquisition, Benefits Administration, Performance Management, Training, HRIS, Personnel Management
Education
Rutgers, The State University of New Jersey-New Brunswick 1994 — 2000
MS, Human Resource Mgt
Fairleigh Dickinson University
SPHR studies
Montclair State University
BA, Psychology
Ridgefield Park High School
Partnership for Palliative Care February 2010 - Present
English Household, llc March 2009 - Present
Rockefeller & Co., Inc. 2005 - 2009
Rockefeller & Co., Inc. 2004 - 2005
Office of Nelson A. Rockefeller, Jr. 2002 - 2004
Rockefeller & Co., Inc. 2000 - 2002
Rockefeller & Co., Inc. 1993 - 2000
The Deerpath Group 1990 - 1993
Skills
Human Resources, Philanthropy, Public Speaking, Small Business, Family Office, Property Management, Marketing, Private Equity, Management, Non-profits, Leadership, Nonprofits, Recruiting, Strategic Planning, Entrepreneurship, Strategy, Mergers & Acquisitions, Leadership Development, Start-ups, Employee Benefits, Personnel Management, Organizational..., Executive Management, Management Consulting, Business Strategy, Executive Coaching, Training, Business Development, Talent Management, Fundraising, Performance Management, Employee Relations, Team Building, Coaching, Succession Planning, Career Development, Talent Acquisition, Organizational..., Employee Training, Policy, Employee Engagement, Hiring, Deferred Compensation, HRIS, Interviews, Benefits Administration
Education
Rutgers, The State University of New Jersey-Newark 1999 — 2001
MBA, Business
Felician College 1997 — 1999
BA, Business, Management, Marketing, and Related Support Services
The College of Santa Fe 1968 — 1970
history, sociology
St. Joseph's HS, WNY, NJ 1964 — 1968
Allstate Interior November 2010 - Present
Precise Building & Construction Corporation May 2010 - November 2010
Rockefeller & Co., Inc. November 2005 - May 2010
Skills
Asset Management, Budgets, Construction, Customer Service, Management, Negotiation, PowerPoint, Project Management, Project Planning, Public Speaking, Purchasing, Strategic Planning, Team Leadership
Education
Baruch College, City University of New York (CUNY)
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Dynamics Associates 2007 - Present
Rockefeller & Co., Inc. 2006 - 2007
Skills
Internal Audit, Risk Management, Financial Services, Financial Accounting, Corporate Finance, IT Audit, Quality Auditing, Auditing, HRIS, HR Policies, HR Project Management, Account Management, Management, Team Management, Vendor Management, LinkedIn Recruiter
Education
Siena College
Overseas Private Investment Corporation August 2015 - Present
International Monetary Fund February 2015 - August 2015
Ramsey Investment Fund August 2014 - December 2014
Winning Fund March 2010 - July 2013
China Grand Automotive Services Co., LTD January 2009 - March 2010
Rockefeller & Co., Inc. August 2008 - October 2008
PwC July 2008 - July 2008
Skills
Financial Analysis, Financial Modeling, Internal Audit, Market Research, Business Strategy, Due Diligence, Internal Controls, Financial Reporting, Investment Management, Accounting, Tax, Corporate Law, Corporate Governance, IPO, Human Resources, Team Management, DCF Valuation, Mergers & Acquisitions, Valuation, Investment Banking, Portfolio Management, Bloomberg, Microsoft Excel, Capital Budgeting, Strategic Planning, Risk Management, Decision Trees, SAP, SAS, R, VBA
Education
The George Washington University 2013 — 2015
Master of Business Administration (MBA), Finance
Tianjin University of Finance and Economics 2005 — 2009
Bachelor of Business Administration (BBA), Accounting
Rockefeller & Co., Inc. September 2015 - Present
Urbanette Magazine June 2015 - August 2015
The Wise Center for Plastic Surgery August 2014 - August 2015
Vine Ventures July 2014 - January 2015
Jumblzar March 2013 - May 2014
Clemson University October 2013 - April 2014
Clemson University August 2012 - December 2013
Whisper App December 2012 - May 2013
Gilly Hicks June 2010 - August 2010
Stevens Institute of Technology May 2009 - August 2009
Skills
Statistics, Marketing, Social Networking, Research, Microsoft Office, SPSS, Market Research, Psychology, Spanish, Spanish-speaking, Photoshop, Social Media Marketing, Customer Service, Business Strategy, Foreign Languages, Hootsuite, Translation, International Business..., German, Graphic Design, Italian languages, Data Analysis, Six Sigma, Creative Writing, Qualtrics, Speed Reading, Mac, PC, Multi-language, Retail, new york city, DDXL, Entrepreneurship, Project Management, Facebook, Economics, Social Media, Blogging, Time Management, Analysis, PeopleSoft, Recruiting, Human Resources, Editing, Cooking, Fitness
Education
Clemson University 2011 — 2013
Bachelor of Science (BS) in marketing, Bachelor of Arts (BA) in Psychology, Business Administration minor, 3.96
Stevens Institute of Technology 2009 — 2011
Business and Technology
Pearl River High School 2005 — 2009
Rockefeller & Co., Inc. January 2013 - Present
Rockefeller & Co., Inc. August 2011 - December 2012
Rockefeller & Co., Inc. 2011 - August 2011
Crohn's & Colitis Foundation of America February 2009 - August 2009
Skills
Account Reconciliation, Finance, Financial Statements, Payroll, Accounts Payable, Accounting, GAAP, Payments, Banking, Microsoft Excel
Education
Pace University 2006 — 2010
Bachelor of Business Administration (BBA), Business Administration and Management, General
Capco July 2014 - Present
Rockefeller & Co., Inc. June 2013 - August 2013
Citi June 2012 - August 2012
32 Degree FroYo Lounge May 2011 - August 2011
Education
New York University 2010 — 2014
Bachelor of Arts (B.A.), Economics/Business Studies
Manhasset Senior High School 2006 — 2010
High School Diploma
Rockefeller & Co., Inc. October 2014 - Present
ICM Partners July 2013 - August 2013
Eastbridge Red Dot Group June 2012 - August 2012
C&Co/PrinceRidge LLC June 2011 - August 2011
Skills
Finance, Microsoft Excel, Entrepreneurship, Marketing, Financial Modeling, Portfolio Management, R, Python, Data Wrangling, VBA
Education
Cornell University 2010 — 2014
Bachelor of Science (B.S.), Applied Economics and Management
FFO February 2015 - Present
Baciu Family Capital November 1999 - Present
SoFi/Cabezon Investment Group December 2012 - February 2014
Rockefeller & Co., Inc. May 2010 - May 2012
Nuveen Investments January 2007 - July 2008
UST 2005 - 2007
BNY Mellon 2002 - 2005
Santa Barbara Technology Group 2001 - 2004
NASDAQ January 1997 - 2001
The Carson Group 1995 - 1997
Skills
Family Office Speciality, Family Office Dynamics, Family Office..., Family Office Expert, Wealth Management, Investments, Alternative Investments, Strategic Planning and..., Marketing Expert, Trustee Advisor to..., Trustee to family board, Family Office, Marketing, Wealth, Financial Advisory, Finance, Strategic Planning, Hedge Funds, Asset Allocation, Financial Services, Asset Management, Capital Markets, Venture Capital, Financial Analysis, Business Development, Private Equity, Equities, Business Strategy, Marketing Strategy, Business Intelligence, Strategic Partnerships, Strategy, Investor Relations, Investor Liaison, Start-ups, Series 7, Series 65, Entrepreneurship, Socially Responsible..., Social Entrepreneurship, Capital IQ, Human Capital, Risk Management, next gen education, Team Leadership, Strategic Leadership, Direct Investments, Co-investments, Investment Advisory, Portfolio Management
Education
University of California, Los Angeles
Stanford Graduate School of Business Executive Education 2006 — 2007
Graduate School of Business
Santa Monica College
Pacific Palisades High School
Diploma
Stanford University 2014 — 2014
MOOC
PricewaterhouseCoopers, LLP October 2014 - Present
Securities Arbitration Clinic, St. Vincent de Paul Legal Program Inc., St. John's University August 2013 - December 2013
Sweeney, Gallo, Reich, & Bolz LLP May 2013 - July 2013
New York State Courts Access to Justice Program June 2012 - August 2012
Civil Court of the City of New York June 2012 - August 2012
Buchbinder Tunick & Company LLP January 2011 - April 2011
J.P. Morgan June 2010 - July 2010
Rockefeller & Co., Inc. June 2009 - August 2009
German-American Committee of Greater New York May 2008 - May 2009
Skills
Westlaw, Lexis, Tax Preparation, Tax, Accounting, Microsoft Excel, Financial Analysis, Tennis, Trials, Corporate Finance
Education
Saint John's University School of Law 2011 — 2014
Juris Doctor (J.D.)
Fordham University 2007 — 2011
Bachelor of Science (BS), Accounting and Finance, Cum Laude
St. Francis Preparatory 2003 — 2007
O'Melveny & Myers LLP August 2015 - Present
Rockefeller & Co., Inc. August 2013 - August 2015
Timothy P. Fisher, Esq., P.C. May 2011 - August 2013
Cadwalader, Wickersham & Taft LLP August 2010 - May 2011
Berger Hirschberg Strategies May 2010 - August 2010
Instituto Proffessionale di Stato Sassetti-Peruzzi January 2009 - May 2009
Skills
Microsoft Office, Billing Solutions, Legal Research, QuickBooks, Tax Returns, Customer Service, Phone Etiquette
Education
New York University 2007 — 2011
Bachelor of Arts (B.A.), Political Science and Government, 3.78
Rockefeller & Co., Inc. June 2015 - Present
Optimeyes Vision of LIC May 2014 - August 2014
Convent of the Sacred Heart May 2013 - August 2013
Convent of the Sacred Heart May 2013 - August 2013
Pathology and Laboratory Medicine June 2011 - July 2012
Skills
Microsoft Office, Microsoft Excel, Electronic Health..., PowerPoint, Microsoft Word, Social Media, Research, Public Speaking, Teamwork, Organization Skills, Spanish Translation, Customer Service
Education
Colgate University 2013 — 2017
Economics, Spanish
Colgate University 2013 — 2017
Economics, Spanish
Rockefeller & Co., Inc. July 2014 - Present
Rockit Solutions LLC June 2013 - June 2014
Energetics May 2011 - August 2011
Skills
R, Microsoft Excel, Data Visualization, Machine Learning, Data Analysis, VBA, SQL, Bloomberg Terminal, Research, Github, Matlab, Python
Education
Duke University 2008 — 2013
Bachelor of Science (B.S.), Civil and Environmental Engineering
Pine Crest School
Brown Advisory May 2015 - Present
Rockefeller & Co., Inc. May 2010 - January 2015
JPMorgan Chase June 2005 - February 2007
Deutsche Bank January 2003 - January 2004
Technology Solutions Company January 1998 - January 2002
Misys / Summit Systems May 1996 - December 1997
Barclays Capital March 1991 - May 1996
Skills
Fixed Income, Securities, Investment Banking, Investments, Equities, Capital Markets, Asset Managment, Series 7, Derivatives, Portfolio Management, Hedge Funds, Bloomberg, Private Equity, Mutual Funds, Financial Services, Trading, Wealth Management, Financial Modeling, Asset Management
Education
Hunter College
Urban Justice Center- Domestic Violence Project September 2014 - Present
GFI Group May 2013 - November 2013
Phoenix Partners Group October 2011 - May 2013
Morvillo, Abramowitz, Grand, Iason, Anello & Bohrer, P.C. May 2010 - September 2011
Rockefeller & Co., Inc. July 2008 - April 2009
Loan Syndications and Trading Association April 2007 - May 2008
Securities Industry and Financial Markets Association (SIFMA) July 2005 - April 2007
Skills
Electronic Trading, Financial Regulation, Fixed Income, Compliance, Litigation, Bloomberg, Legal Research, Westlaw, Lexis, Relationship Management, Team Leadership, Capital Markets, Derivatives
Education
Fordham University School of Law 2008 — 2013
Doctor of Law (J.D.)
University of Sydney 2003 — 2004
Study Abroad
Cornell University 2000 — 2004
Bachelor of Arts, Sociology; Business and Organizational Studies
BrightScope May 2009 - Present
People to People International 2001 - 2008
Rockefeller & Co., Inc. 1998 - 1999
ARCH Venture Partners 1997 - 1999
Skills
MySQL, Python, Financial Analysis, Financial Accounting, Django, Financial Modeling, 401k, Big Data, Analysis, Analytics
Education
University of California, San Diego - The Rady School of Management 2008 — 2010
MBA, Finance
Harvard University 1999 — 2001
Masters in Theological Stuides
Columbia University in the City of New York 1994 — 1998
BA, Religion
Pembroke Hill
American Express OPEN February 2015 - Present
American Express OPEN April 2014 - February 2015
CQ Roll Call, An Economist Group Business September 2013 - April 2014
The Economist Intelligence Unit (The EIU) August 2011 - September 2013
Gerson Lehrman Group May 2010 - August 2011
Forbes Media February 2009 - July 2010
Forbes Media June 2007 - January 2009
Rockefeller & Co., Inc. April 2006 - June 2007
Skills
Demand Generation, Marketo Certified Expert, Marketing Automation, Email Marketing, Marketing, Newsletters, Management, CRM, Sales, Entrepreneurship, Publishing, Lead Generation, Digital Marketing
Education
Rutgers, The State University of New Jersey-Newark
Bachelors, Finance
Rockefeller & Co., Inc. April 2012 - Present
Goldman Sachs & Co May 2011 - April 2012
The Ayco Company, L.P. May 2010 - May 2011
Siena College September 2009 - May 2011
Siena College May 2009 - July 2009
The Ayco Company, L.P. January 2009 - April 2009
Education
Siena College 2007 — 2011
B.S., Finance; Economics Minor
Rockefeller & Co., Inc. May 2015 - Present
Two Prairie Farms, Inc. 2005 - Present
Rockefeller Trust Company, N.A. July 2000 - Present
Debevoise & Plimpton November 1991 - July 2000
BDO Seidman, LLP November 1987 - November 1991
WithumSmith+Brown November 1980 - November 1987
Skills
Wealth Management, Family Office, Fiduciary tax, Microsoft Excel, Trust Services, Public/private..., Trusted Business Advisor, Operations Management, Asset Allocation, Fund Of Funds, Fiduciary, Tax, CPA, Alternative Investments, Equities, Investments, Mutual Funds, High Net Worth...
Education
Fordham Gabelli School of Business 1989 — 1992
M.S., Taxation
Boston College 1976 — 1980
B.S., Accounting / Economics
Kurtosys Systems April 2014 - Present
Rockit Solutions LLC July 2012 - February 2014
Mariner Investment Group September 2006 - July 2012
Rockefeller & Co., Inc. June 2002 - September 2006
Skills
Equities, Capital Markets, Asset Managment, Portfolio Management, Asset Management, Alternative Investments, Investor Relations, Financial Modeling, Financial Analysis, Process Improvement, Reporting & Analysis, Performance Measurement, Project Management, Software Project..., Bloomberg, Hedge Funds, Financial Services, Management
Education
Denison University 1998 — 2002
BA
George School 1994 — 1998
High School
Rockefeller & Co., Inc. August 2013 - Present
One William Street Capital June 2012 - August 2012
Morgan Stanley Smith Barney June 2011 - August 2011
Jefferies & Company June 2009 - August 2010
Skills
Excel, PowerPoint, Economics, Microsoft Excel, Financial Analysis, Microsoft Word, Data Analysis, Valuation, Research
Education
Wake Forest University 2009 — 2013
BA, Economics
Wake Forest University Summer Management Program 2011 — 2011
Bachelor of Arts (BA), Economics
Choate Rosemary Hall 2005 — 2009
PwC July 2015 - Present
Mercer March 2015 - June 2015
Rockefeller & Co., Inc. January 2015 - March 2015
Rockefeller & Co., Inc. March 2013 - December 2014
Loring, Wolcott & Coolidge May 2010 - July 2012
Loring, Wolcott & Coolidge October 2008 - July 2010
Tisbury Tours, LLC July 2008 - July 2009
Skills
Microsoft Excel, Marketing Strategy, Microsoft Office, Accounting, Financial Analysis, Financial Services, Microsoft Word, Analysis, Finance
Education
Suffolk University - Sawyer Business School 2010 — 2012
MS, Accounting
Keene State College 2005 — 2008
BA, Social Science
Rockefeller & Co., Inc. October 2004 - Present
Skills
Family Office, Family Services, RockIT, Bookkeeping, Microsoft Word, Microsoft Excel, Account Reconciliation, Wealth Management..., Accounting, Financial Reporting, Reporting & Analysis, Office Management, Office Administration, Accounts Payable, General Ledger, Personal Budgeting, Customer Experience, QuickBooks, Interviews, Expense Reports, Self-motivated..., Customer Satisfaction, Vendor Relationships, Journal Entries
Education
Baruch College 2004 — 2008
Bachelor of Business Administration (BBA), Public Accountancy (Major) & Industrial Psychology (Minor)
Rockefeller & Co., Inc. March 2012 - Present
JPMorgan Chase & Co. July 2011 - March 2012
Bank of America June 2006 - July 2011
Skills
General Ledger, Spreadsheets, Journal Entries, Financial Management..., Financial Analysis, QuickBooks, Account Reconciliation, Invoice Processing, Accounts Payable, Accounts Receivable, Microsoft Excel, Outlook, Records Management, Customer Service, Wire Transfers, Deposits, Personal Banking, Sales Management, Data Entry, Microsoft Office
Education
City University of New York-Herbert H. Lehman College 2006 — 2009
BS, Accounting
Westchester Community College 2004 — 2006
Associate’s Degree, Accounting
Rockefeller & Co., Inc. January 2013 - Present
Rockefeller & Co., Inc. June 2010 - December 2012
National Basketball Association March 2009 - June 2010
PGA TOUR, Inc. March 2006 - December 2008
The South Financial Group May 2001 - November 2005
PSS World Medical, Inc. December 2000 - April 2001
Merrill Lynch May 2000 - November 2000
Skills
Employee Benefits, Benefits Administration, HRIS, 401k, Payroll, Mergers & Acquisitions, FMLA, Disability Insurance, COBRA, Retirement Planning, Defined Benefit, Retirement, Open Enrollment
Education
Florida State University 1998 — 2000
Bachelors
Rockefeller & Co., Inc. January 2004 - Present
Rockefeller & Co., Inc. January 2002 - January 2004
Rockefeller & Co., Inc. April 2000 - January 2002
Cambridge Associates June 1998 - April 2000
Skills
Financial Modeling, Performance Measurement, Valuation, Asset Allocation, Equities, Equity Research, Equity Valuation
Education
New York University - Leonard N. Stern School of Business 2003 — 2008
MBA
American University - Kogod School of Business 1994 — 1998
BSBA
Rockit Solutions, LLC, A Rockefeller Company November 2010 - March 2014
Rockit Solutions, LLC, A Rockefeller Company July 2008 - November 2010
Rockefeller & Co., Inc. November 2006 - July 2008
Neuberger Berman, LLC, Lehman Brothers, Inc. October 2003 - October 2006
Century 21 June 2002 - June 2006
Neuberger Berman, LLC October 2000 - October 2003
Prudential Investments June 1999 - October 2000
Prudential Investments March 1998 - June 1999
NYC Office of the Comptroller January 1997 - March 1998
NYC Department of Business Services January 1996 - January 1997
Skills
Project Management, Business Process..., Client Relations, Vendor Relationship..., Strategic Planning, Reporting & Analysis, Business Development, Cross-functional Team..., Software Quality..., Software Development..., Quality Assurance, Business Requirements, Systems Analysis, Functional..., User Acceptance Testing, Regression Testing, Defect Tracking, Financial Services, Investment Advisory, Asset Management, Private Asset Management, Wealth Asset Management, Institutional..., Performance Reporting, Performance Measurement, Performance Attribution, Financial Analysis, Due Diligence, Data Analysis, Portfolio Management, Equities, Fixed Income, Mutual Funds, Securities, Investments, Real Estate, Asset Allocation, Monte Carlo Simulation, Management
Education
Fordham Gabelli School of Business
MBA, Finance
Rockefeller & Co., Inc. March 2011 - Present
Brown Brothers Harriman May 2008 - July 2010
Brown Brothers Harriman May 2005 - May 2008
Skills
Investments, Portfolio Management, Wealth Management, Banking, Asset Allocation, Financial Services, Fixed Income, Business Development, Management, Mutual Funds, Marketing, Investment Management, Estate Planning, Strategy
Education
Curry College 2010 — 2011
MBA
Northeastern University
Business Management
Thomson Reuters August 2015 - Present
American Museum of Natural History November 2014 - August 2015
Canton Kitchen October 2013 - October 2014
Trillium Trading, LLC September 2010 - May 2012
Silver Lane Advisors August 2007 - August 2009
Rockefeller & Co., Inc. December 2005 - August 2007
Skills
Financial Modeling, Valuation, Finance, Investments, Equities, Bloomberg, Hedge Funds, Financial Analysis, Bloomberg Terminal, Equity Trading, Microsoft Excel, Private Equity, Equity Research, Alternative Investments, Securities, Fundamental Analysis, Technical Analysis, DCF, Forecasting, Corporate Finance, Restaurants
Education
American University - Kogod School of Business 2001 — 2005
Bachelor of Science (B.S.), Finance
Rockefeller & Co., Inc. August 2014 - Present
Thompson Island Outward Bound May 2013 - Present
Windhaven Investment Management November 2010 - July 2014
Windward Investment Management July 2004 - November 2010
Fleet Boston (Bank of America) May 2001 - July 2003
Truebridge Financial Marketing January 2000 - May 2001
Separation Technologies September 1997 - December 1999
Woods Hole Group, Inc. November 1993 - December 1994
EG&G Marine Instruments June 1992 - November 1993
Battelle Ocean Sciences November 1987 - September 1990
Skills
Asset Allocation, Portfolio Management, Management, Asset Management, Wealth Management, Alternative Investments, Investments, Series 7, Strategic Planning, Investment Strategies, Equities, Investment Management, Financial Modeling, Hedge Funds, Mutual Funds, Financial Advisory
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Finance
Northeastern University
B.S., Engineering
Bank of America Merrill Lynch November 2013 - Present
Deutsche Bank AG August 2006 - November 2013
Sullivan & Cromwell LLP September 2001 - July 2006
Rockefeller & Co., Inc. May 1999 - May 2000
Prudential Securities, Inc. October 1994 - May 1999
Skills
Cross-border..., Securities, Capital Markets, Corporate Governance, Structured Products, Derivatives, Corporate Finance, Securities Regulation
Education
New York University School of Law 1998 — 2001
JD, Law
The University of Connecticut 1992 — 1994
BA, Political Science and Government
Manhattan College 1990 — 1992
Geneva Worldwide May 2009 - August 2010
Rockit Solutions, LLC January 2007 - April 2009
Rockefeller & Co., Inc. 2007 - 2009
Oak Hill Advisors February 2000 - June 2002
Chelsea Piers 1993 - 1999
Education
Adelphi University 1989 — 1993
BA, communications
Rockefeller & Co., Inc. February 2015 - Present
Blacksmith Institute September 2007 - December 2014
Blacksmith Institute May 2005 - September 2007
Skills
Environmental Awareness, Sustainability, Policy Analysis, Nonprofits, Research, Project Management, Environmental Policy, Grant Writing, Leadership, Community Outreach, Water, Program Management, Non-profits, Soil, Environmental Education, Environmental..., Climate Change, International..., Environmental Issues, Groundwater, Program Evaluation
Education
Columbia University - School of International and Public Affairs 2003 — 2004
Master of Public Administration (MPA), Environmental Science and Policy
New York University 1999 — 2003
BA, Environmental Sustainability, Globalization and Development
Rockefeller & Co., Inc. November 1989 - Present
Independent Financial Services, Inc. 1985 - 1989
M. Sternlieb & Co 1976 - 1985
Skills
Financial Modeling, Financial Analysis, Wealth Management, Financial Services, Family Office, Leadership, Financial Reporting, Finance, Tax Preparation, Accounting, Budgets, Business Planning, Customer Service, Cash Flow, Team Leadership, Management, High Net Worth...
Education
NYU 1975 — 1976
Master of Science (MS), Accounting
SUNY Stony Brook
Bachelor of Science (BS), Applied Mathematics
Inverness Counsel LLC April 2015 - Present
Rockefeller & Co., Inc. September 2012 - April 2015
Rockit Solutions LLC October 2010 - September 2012
Rockit Solutions, LLC May 2009 - April 2011
Rockit Solutions, LLC July 2008 - April 2011
Rockit Solutions, LLC July 2007 - June 2008
Rockit Solutions, LLC January 2006 - June 2007
Other August 2004 - August 2005
Skills
Business Analysis, Client Service, Project Management, Sales Support, Employee Management, Relationship Management
Education
Marist College 2001 — 2005
Bachelor of Science, Finance, 3.89
Macquarie University 2004 — 2004
Other Programs and Certifications
Rockefeller & Co., Inc. November 2014 - Present
Rockefeller & Co., Inc. September 2013 - November 2014
Protege Partners March 2008 - August 2013
Asset Alliance Corporation May 2000 - February 2008
GES Exposition Services 1997 - 2000
Skills
Alternative Investments, Hedge Funds, Asset Management, Equities, Capital Markets, Investments, Fixed Income, Private Equity, Portfolio Management, Bloomberg
Education
Cornell University 1992 — 1994
MBA, Finance
University of Pennsylvania 1984 — 1988
Bachelor of Arts (B.A.), Physics
Cardozo High School
McMaster-Carr July 2013 - Present
Rockefeller & Co., Inc. August 2011 - June 2013
Collins Stewart May 2011 - August 2011
HSBC May 2010 - August 2010
HSBC May 2009 - August 2009
Skills
Financial Modeling, Portfolio Management, Hedge Funds, Valuation, Bloomberg, Equities, Investments, Financial Analysis, Microsoft Office, Securities, Corporate Finance, Microsoft Excel, Research, Asset Managment, Trading, Due Diligence, PowerPoint, Business Development, Fixed Income, Capital Markets, Finance, Asset Allocation, Financial Risk, Equity Research, Quantitative Analytics, Insurance, Financial Reporting, Strategy, Business Strategy, Financial Services, Data Analysis, Investment Strategies, Microsoft Word, New Business Development, Supervisory Skills, Asset Management
Education
The University of Chicago Booth School of Business 2015 — 2018
Master of Business Administration (MBA)
Colgate University 2007 — 2011
Bachelor of Arts (B.A.), Political Science/Writing and Rhetoric
Cite Universitaire 2011 — 2011
Study Abroad, European Defense and Nationalism
Papamarkou Wellner Asset Management, Inc. February 2012 - Present
Brown Harris Stevens SELECT December 2007 - February 2009
Elad Properties 2006 - 2007
Corcoran Sunshine Marketing Group 2005 - 2006
Stribling & Associates 2002 - 2005
Mellon Financial - Mellon Private Asset Management (MPAM) 1999 - 2002
Rockefeller & Co., Inc. 1996 - 1999
Schroders 1982 - 1996
Skills
Asset Managment, Investments, New Business Development, Marketing Strategy, Negotiation, Marketing, Sales, Contract Negotiation, Real Estate Development, Business Development, Luxury, Strategic Planning, Private Equity, Hedge Funds, Financial Analysis, Alternative Investments, Real Estate Transactions, Entrepreneurship, Budgets, Business Strategy
Education
Lake Forest College 1972 — 1976
Bachelor of Arts (BA)
The Hotchkiss School 1970 — 1972
High School
Episcopal High School 1968 — 1970
Princeton Country Day School 1964 — 1968
Allianz Global Investors August 2014 - Present
Rockefeller & Co., Inc. July 2013 - March 2014
Rockit Solutions, LLC (A Rockefeller Company) March 2008 - July 2013
AIG (AIG Investments) 1999 - 2008
Skills
Hedge Funds, Mutual Funds, Asset Management, Fixed Income, Equities, Fund Of Funds, Bloomberg, Securities, Financial Services, Capital Markets, Investments, Alternative Investments, Valuation, Derivatives
Education
Fordham University - Graduate School of Business Administration 1997 — 2000
Master of Business Administration (MBA), Finance, General
College of New Rochelle
Bachelor of Science (BS), Business Administration and Management, General
Rockefeller & Co., Inc. September 2004 - Present
Deutsche Bank, Private Wealth Management June 1998 - September 2004
JPMorgan Chase July 1996 - June 1998
JPMorgan Chase July 1993 - July 1996
Skills
Equities, Banking, Finance, Fixed Income, Investments, Portfolio Management, Private Equity, Securities, Relationship Management, Trading, Wealth Management, Management, Investment Strategies, Mutual Funds
Education
Rutgers University-New Brunswick 1989 — 1993
Bachelor's degree, Economics
Rutgers University - Center for Management Development 2011 — 2011
MBA Certificate Program, Finance
New York University - SCPS 2012 — 2013
Financial Planning
Rutgers University-New Brunswick 1989 — 1993
Bachelor's degree, Economics, 3.0
LMCG Investments April 2005 - Present
Rockefeller & Co., Inc. August 2001 - April 2005
State Street November 1992 - August 2001
State Street Global Advisors 1992 - 2001
State Street Global Advisors (SSgA) 1992 - 2001
PanAgora Asset Management October 1987 - November 1992
Wilmington Trust July 1983 - October 1987
Skills
Investments, Portfolio Management, Asset Allocation, Asset Management, Alternative Investments, Hedge Funds, Equities, Emerging Markets, Fixed Income, Investment Management
Education
Vanderbilt University - Owen Graduate School of Management 1980 — 1982
MBA, Finance
Duke University 1977 — 1980
Bachelor of Arts (BA), Philosophy and Economics
Rockefeller & Co., Inc. October 2011 - Present
Bessemer Trust January 2008 - September 2011
Fidelity Investments May 1989 - 2005
Skills
Marketing, Strategy, CRM, Trusts, Asset Allocation, Portfolio Management, Relationship Management, Business Strategy, Leadership, Sales, Financial Services, Alternative Investments, Asset Management, Enterprise Software, Wealth Management, Product Development
Education
The Wharton School; Securities Industry Association 1992 — 1994
Program designed for leaders in the Financial Services Industry, Strategic Planning, Economics, Finance
Georgetown University 1975 — 1979
BA, Government, Economics
Rockefeller and Co. July 2015 - Present
Rockefeller & Co., Inc. 2004 - Present
Rockefeller & Co., Inc. 1995 - 2003
Rockefeller & Co., Inc. 1993 - 1994
Rockefeller & Co. (U.K.) Ltd 1991 - December 1992
Skills
Wealth Management, Asset Allocation, Equities, Hedge Funds, Alternative Investments, Financial Services, Asset Management, Mutual Funds, Valuation, Investments, Fixed Income, Private Equity, Portfolio Management, Securities, Capital Markets, Financial Modeling, Emerging Markets, Equity Valuation, Financial Analysis, Equity Research
Education
The New School
BA, Liberal Arts
Rockefeller & Co., Inc. November 2009 - December 2014
Wall Street Systems June 2008 - November 2009
Council on Foreign Relations July 2007 - June 2008
Travelport May 2007 - July 2007
Skills
Onboarding, Benefits Administration, Social Media, HRIS Database Management, Training, Recruiting, Performance Management, Compensation, Employee Relations, Succession Planning, Talent Management, Human Resources, Talent Acquisition, Leadership, Personnel Management, Deferred Compensation
Education
Saint Joseph's University 2003 — 2007
BS, Psychology
Rockefeller & Co., Inc. October 2014 - Present
Haynes Furniture Company April 2009 - February 2014
WYCKOFF HEIGHTS MEDICAL CENTER May 2001 - February 2009
WYCKOFF HEIGHTS MEDICAL CENTER September 1997 - May 2001
WYCKOFF HEIGHTS MEDICAL CENTER October 1995 - September 1997
Skills
Account Reconciliation, Accounting, Accounts Payable, Accounts Receivable, Auditing, Cash Flow, Financial Reporting, General Ledger, Internal Controls, QuickBooks, Cash Management, Payroll, Accruals, Inventory Management, Customer Service, Budgets, Team Building, Outlook, Microsoft Excel, Process Improvement
Education
Saint Leo University 2012 — 2016
Bachelor of Applied Science (B.A.Sc.), Accounting
CUNY New York City College of Technology 2001 — 2004
Associate of Arts and Sciences (A.A.S.), Accounting
Rockefeller & Co., Inc. October 2011 - Present
Merrill Lynch October 2010 - September 2011
JPMorgan Private Bank 1997 - February 2010
Deutsche Bank September 1994 - January 1997
Chase Manhattan Corporation March 1988 - June 1993
EF Hutton November 1986 - March 1988
National Bank of Georgia April 1983 - November 1986
Skills
Asset Allocation, Alternative Investments, Wealth Management, Wealth Management...
Education
The George Washington University - School of Business 1979 — 1982
Master Of Business Administration, International Business
The George Washington University 1975 — 1979
Bachelor of Arts, History
Oppenheimer & Co. August 2011 - Present
JPMorgan Chase April 2008 - August 2011
Rockefeller & Co., Inc. April 2007 - April 2008
Kimco Realty Corporation February 2006 - April 2007
Skills
Valuation, Hedge Funds, Financial Modeling, Financial Analysis, Equities
Education
Baruch College, City University of New York (CUNY) 2001 — 2005
BA, Accounting
Rockefeller & Co., Inc. June 2008 - Present
Black Mountain Group March 1995 - June 2008
Credit Suisse February 1993 - March 1995
California State University, Fullerton February 1990 - February 1993
Credit Suisse 1986 - 1990
Skills
Strategic Human..., Talent Management, Compensation & Benefits..., HRIS, Project Management, Organizational..., Manage Client..., Recruiting, Employee Relations, Benefits Administration, Deferred Compensation, Human Resources, Employee Benefits, Performance Management
Education
California State University-Los Angeles
Master of Business Administration (MBA)
Syracuse University
Rutgers University
BNYMellon November 2011 - Present
Wells Fargo August 2009 - November 2011
Rockefeller & Co., Inc. November 2007 - March 2009
US Trust March 1996 - March 2006
Citibank 1985 - 1992
Skills
Wealth Management, Alternative Investments, Asset Allocation, Estate Planning, Private Banking, Investment Management, Wealth, Wealth Management..., Series 7, Leadership, Investments, Program Management, Portfolio Management, Management, Asset Managment, Asset Management, Banking
Education
American University - Kogod School of Business 1981 — 1984
MBA, Finance
Auburn University 1978 — 1981
BS, International Business
New York State Homes & Community Renewal November 2013 - Present
Department of Citywide Administrative Services December 2012 - February 2013
Rockefeller & Co., Inc. November 2009 - December 2011
StoneWater Capital 2008 - 2009
Citigroup Alternative Investments 2000 - 2007
PricewaterhouseCoopers 1998 - 2000
Lehman Brothers 1990 - 1997
Skills
Accounting, Outlook, Internal Controls, Financial Accounting, Corporate Finance, Auditing, Financial Analysis, Financial Reporting, Process Improvement, Capital Markets, Internal Audit, Management, Variance Analysis, Financial Services, Finance, Financial Statements, GAAP, Budgets, Consolidation
Education
Pace University
Bachelor of Business Administration (BBA), Accounting
SUNY Levin Institute
Merrill Lynch Wealth Management May 2011 - Present
Rockefeller & Co., Inc. January 2005 - May 2011
Atlantic Trust/Pell Rudman March 1998 - December 2004
MFS Investment Management February 1987 - March 1998
Skills
Portfolio Management
Education
Boston University 2001 — 2003
Certificate, Financial Planning
Babson College 1984 — 1986
MBA, Finance
Union College 1979 — 1983
BA, Economics
Chartered Financial Analyst
CFA
Washington State Investment Board January 2012 - Present
Washington State Investment Board September 2009 - December 2011
J.P. Morgan June 2006 - September 2009
Rockefeller & Co., Inc. March 2002 - June 2006
Societe Generale December 1999 - July 2001
BNP Paribas 1997 - 1999
Lionsgate 1993 - 1997
Skills
Fundamental Research, Investments, Equities, Asset Managment, Portfolio Management, Valuation, Hedge Funds, Private Equity, Asset Management, Strategy, Risk Management, Investment Strategies, Asset Allocation, Research
Education
Columbia University in the City of New York 1986 — 1990
B.A., Political Science/Econ
Université Pierre et Marie Curie (Paris VI)
Goldman Sachs October 2013 - Present
Vastardis Capital Services April 2013 - October 2013
Rockefeller & Co., Inc. December 2011 - February 2013
SAC Capital June 2010 - October 2011
Le Pain Quotidien October 2009 - June 2010
Old Greenwich Yacht Club June 2009 - March 2010
Argus Research May 2008 - September 2008
Skills
Car Racing, Skiing, Golf, Hedge Funds, Fixed Income, Investments, Analysis, Equity Derivatives, Research, Excel, Microsoft Office, Valuation
Education
Ithaca College 2005 — 2009
BS Degree, Finance
McKinley Capital Management December 2009 - Present
Oppenheimer Capital 2006 - 2009
Rockefeller & Co., Inc. 2000 - 2006
Nikko Citigroup 1996 - 2000
Education
Columbia University - School of International and Public Affairs 1994 — 1996
University of Wisconsin-Madison 1990 — 1994
Nanzan University 1992 — 1993
Regeneron Pharmaceuticals, Inc. 2015 - Present
NYSE Euronext 2012 - 2015
NYSE Euronext 2009 - 2012
Rockefeller & Co., Inc. June 2008 - August 2008
Anchin, Block & Anchin LLP March 2008 - May 2008
Education
New York University - Leonard N. Stern School of Business
MBA, Corporate Finance
Baruch College, City University of New York (CUNY) 2007 — 2009
MS, ACCOUNTANCY
Zhejiang University 2001 — 2005
BBS, Economics
Xinchang High School
Barrett Asset Management, LLC 2003 - Present
Thayer Pond Capital 2001 - 2003
Rockefeller & Co., Inc. 1998 - 2001
Skills
Portfolio Management, Asset Managment, Mutual Funds, Investments, Investment Strategies, Asset Allocation, Asset Management, Hedge Funds, Wealth Management, Valuation, Alternative Investments, Equity Research
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Penn State University
BA
Citrin Cooperman & Company, LLP 2009 - Present
Rockefeller & Co., Inc. 2005 - 2008
Skills
QuickBooks, Tax, Tax Accounting, Partnership Taxation, Tax Preparation, Corporate Tax, Accounting
Education
Queens College 1985 — 1988
Bachelors, Accounting and Business Information Systems
Rockefeller & Co., Inc. January 2015 - Present
Bridges Ventures August 2014 - December 2014
Cooke & Bieler, L.P. March 2013 - July 2014
Cooke & Bieler, L.P. August 2011 - March 2013
Smart Woman Securities, Yale Chapter January 2009 - May 2011
Cooke & Bieler June 2010 - August 2010
The Ivy Council September 2007 - May 2010
Ogilvy Public Relations Worldwide September 2009 - December 2009
Aureus Inc. May 2009 - August 2009
Education
Yale University 2007 — 2011
BA
Peking University 2009 — 2009
Semester Abroad in the Yale-PKU Joint Undergraduate Program
Duke University (Duke Study in China) 2008 — 2008
Summer Abroad in Beijing
Monroe-Woodbury High School 2003 — 2007
Rockefeller & Co., Inc. August 2013 - Present
Rockefeller Financial April 2010 - August 2013
Rockit Solutions LLC February 2009 - March 2010
Rockit Solutions LLC October 2007 - January 2009
AIG January 2006 - June 2007
Skills
Equities, Portfolio Management, Bloomberg, Asset Management, Securities, Mutual Funds, Financial Services, Investments, Wealth Management, Financial Modeling, Alternative Investments
Education
Rochester Institute of Technology
Bachelor of Science (B.S.), Finance
Backstop Solutions Group August 2014 - Present
Rockit Solutions, LLC June 2013 - July 2014
Rockit Solutions LLC, A Rockefeller Financial Company December 2009 - June 2013
Rockit Solutions LLC, A Rockefeller Financial Company October 2008 - December 2009
Rockefeller & Co., Inc. August 2007 - September 2008
Skills
Project Management, Management, Financial Analysis, Investments, Account Management, Hedge Funds, Equities, Fixed Income, Information Management, Portfolio Management, Microsoft Excel, SaaS, Strategy
Education
Hamilton College 2002 — 2006
BA, Economics, Math
Sungard September 2006 - January 2013
Rockefeller & Co., Inc. September 2002 - September 2006
Enterprise Technology Corp. September 1997 - September 2002
Computerized Elevator Controls September 1995 - September 1997
Education
New York Institute of Technology 1992 — 1994
BSEE, Electrical Engineering
Stony Brook University
Van Buren
Rockefeller & Co., Inc.
Skills
Equities, Finance, Asset Management
Education
The Johns Hopkins University
B.S., Civil Engineering, Economics
Team America Inc May 2013 - Present
The Five O'Clock Club January 2012 - Present
Fox4Insurance, Inc. September 2010 - April 2012
Sky View Manor Motel June 2009 - August 2010
Rockit Solutions August 2008 - December 2008
Rockefeller & Co., Inc. June 2007 - August 2008
Skills
Accounting, Accounts Payable, Accounts Receivable, Bank Reconciliation, Income Tax, Microsoft Excel, Microsoft Word, QuickBooks, Xign System, Payroll, Invoicing, Internal Controls, Financial Statements, General Ledger, Tax
Education
Hunter College
Bachelor’s Degree, Accounting, 3.5
City University of New York-Hunter College
Bachelor of Science in Accounting
Rockefeller & Co., Inc. September 2010 - Present
Clarity FI 2010 - May 2011
Bespoke Advisory Services 2010 - 2010
Attalus Capital September 2008 - March 2009
Veritable, LP 2007 - 2008
Skills
Bloomberg, Financial Analysis, Equities, Fixed Income, Hedge Funds, Alternative Investments, Valuation, Asset Management, Financial Modeling, Equity Research, Investments, Capital Markets, Mutual Funds
Education
Drexel University 2005 — 2010
Bachelor of Science, Finance
Audax Group May 2014 - Present
FOC Partners (formerly Feingold O'Keeffe Capital) April 2013 - April 2014
HGGC (formerly Huntsman Gay Global Capital) November 2010 - March 2013
Rockefeller & Co., Inc. March 2007 - November 2010
MFS Investment Management February 2006 - March 2007
Wellington Management December 2003 - February 2006
Skills
Private Equity, Business Development, Alternative Investments, Investor Relations, Due Diligence, Mergers & Acquisitions, Financial Analysis, Mutual Funds, Financial Services, Asset Allocation, LBO, Bloomberg
Education
College of the Holy Cross 1994 — 1998
Rockefeller & Co., Inc. March 2011 - Present
JWM Partners LLC February 2008 - December 2008
Young America Capital January 2006 - February 2008
Education
Iona College 2003 — 2007
Bachelors of Business Administration, Finance
Westchester Community College 2009 — 2010
AS, Engineering Science
LR Global 1997 - Present
Rockefeller & Co., Inc. June 1997 - June 2001
BMW of North America, LLC May 1993 - May 1997
Skills
Hedge Funds, Asset Management, Emerging Markets, Private Equity, Equity Research, Capital Markets, Corporate Finance, Venture Capital, Alternative Investments, Valuation, Equities, Investments, Financial Markets, Portfolio Management, Asset Allocation, Investment Banking
Education
New York University 1995 — 1997
Master of Business Administration (MBA), International Finance
Pace University - Lubin School of Business 1985 — 1989
Bachelor of Science (B.S.), Public Accounting
Centennial Bank June 2015 - Present
FirstKey November 2014 - June 2015
Doral Bank June 2013 - November 2014
Palatine Capital Partners Management, LLC September 2011 - May 2013
Rockefeller & Co., Inc. August 2010 - September 2011
Skills
Equities, Financial Analysis, Investments, Asset Management, Financial Modeling, Valuation, Microsoft Excel, Microsoft Office, Alternative Investments, Financial Reporting, Salesforce.com, PowerPoint, Financial Services, Due Diligence, Banking, Private Equity, Loans, Fixed Income, Marketing, Sales
Education
Saint Michael's College 2006 — 2010
BS, Business, Finance
Rockefeller & Co., Inc. May 2015 - Present
Rockit Solutions LLC February 2012 - May 2015
UBS Alternative and Quantitative Investments, LLC November 2004 - July 2009
Manulife - John Hancock June 2002 - September 2004
Education
Vanderbilt University - Owen Graduate School of Management 2009 — 2011
Master of Business Administration (MBA), Finance - Investment Management; Accounting
Lehigh University 1998 — 2002
BS, Finance
New Canaan High School 1994 — 1998
Westpac/Hastings Funds Management (USA) September 2013 - Present
Citi August 2011 - August 2013
Rockefeller & Co., Inc. October 2006 - August 2011
Herzfeld & Rubin, P.C. March 2006 - October 2006
Skills
Privacy Law, Vendor Management, Westlaw, Civil Litigation, Risk Management, Financial Reporting, FINRA, Information Security, Contract Negotiation, Due Diligence, Hedge Funds
Education
New York Law School
Juris Doctorate
Rensselaer Polytechnic Institute 2000 — 2003
B.S., Science and Technology Studies with a minor in Management
Peapack Gladstone Bank 2013 - Present
US Trust 1995 - 2013
Rockefeller & Co., Inc. 1992 - 1995
US Army 1987 - 1992
Skills
Portfolio Management, Wealth Management, Asset Allocation, Asset Management, Alternative Investments, Equities, Investments, Fixed Income, Hedge Funds, Investment Strategies, Mutual Funds, Investment Management, Retirement Planning
Education
New York University, Stern School of Business 1995 — 1999
Master of Business Administration (MBA), Finance and International Business
Providence College 1983 — 1987
Bachelor of Arts (BA), Political Science and Public Administration
Southbridge High School
Citrincooperman, LLP July 2014 - Present
MGI Repetti LLP January 2014 - June 2014
Rockefeller & Co., Inc. August 2006 - January 2014
Skills
Accounting, Management, Financial Analysis, Finance, Financial Reporting, Financial Modeling, Microsoft Excel, Strategic Planning, Equities
Education
Quinnipiac University - School of Business 1976 — 1980
Accounting, Taxes
Rockefeller & Co., Inc. September 2011 - Present
Alive & Well Chiropractic September 2010 - September 2011
Cumberland Medical Center November 2007 - August 2010
NYU School of Medicine 2004 - 2007
Goodman, Glatt & Weiss, CPA's November 1999 - February 2004
Skills
SharePoint, Windows Server, Active Directory, Citrix, System Administration, Customer Service, HTML, Management, SharePoint Designer, Vendor Management, Technical Documentation, RSA Security, Proofreading, Microsoft Excel
Education
Hunter College 2002 — 2005
English, Archaeology
W.C. Bryant High School 1999 — 2002
HS Diploma
Earth Charter Associates January 2008 - Present
Dennis J. Ryan, CFP® July 1987 - Present
Rockefeller & Co., Inc. January 1978 - December 2007
Wendel Gilley Museum 1987 - 2000
Skills
Registered Tax Return..., VITA Site Coordinator, Tax, Asset Managment, Investments, Asset Management, Mutual Funds, Wealth Management, Financial Analysis, Hedge Funds
Education
College for Financial Planning 1985 — 1987
CFP, Financial Planning
Pace University - Lubin School of Business 1970 — 1976
BBA, Tax & Accounting
SourceMedia November 2004 - Present
Thomson Financial Media March 2001 - November 2004
Rockefeller & Co., Inc. January 1995 - February 2001
Skills
General Ledger, Great Plains Software, Microsoft Excel, Sarbanes-Oxley Act, Financial Reporting
Education
Touro University Worldwide 2012 — 2014
Master of Business Administration (MBA), 4.0
St. Francis College
BS, Accounting/Special Studies
Kingsborough Community College
Associate of Arts and Sciences (A.A.S.), Accounting, 4.0
The ALEA Group October 2000 - Present
Rockefeller & Co., Inc. March 1986 - October 2000
Milbank, Tweed, Hadley & McCloy LLP January 1978 - March 1986
Skills
Corporate Governance, Due Diligence, Insurance & Reinsurance..., Trusts & Estates, Insurance & Reinsurance..., Corporate Law, Mergers, Risk Management
Education
Denison University 1973 — 1977
Bachelor of Arts (BA), English Literature
Institute for Paralegal Training
Certificate of Graduation, 1977
Rockefeller & Co., Inc. December 2011 - Present
Baron Upholsterers Inc May 2009 - June 2011
Skills
Process Improvement, Accounting, Confidential..., Financial Audits, Financial Services, Financial Reporting, Administrative Support, Executive Support, Payroll, Operations Management, Records Management, Vendor Management, Office Management, Travel Management, Time Management, Meeting Scheduling, Appointment Scheduling, Contracts Administration, Research, Problem Solving, Sage ACCPAC, ADP Payroll, Ultipro, Microsoft Office, Microsoft Excel, Strategic Planning, Public Speaking, Project Management, Training, Sales, Social Media, Marketing
Education
Bard College 2005 — 2009
Bachelor of Arts, History
Eton Park Capital Management November 2012 - June 2015
Citco Fund Services February 2006 - January 2012
Geller & Company May 2004 - September 2005
Rockefeller & Co., Inc. 2001 - 2004
United Bank of Switzerland October 1999 - March 2001
Ernst & Young January 1997 - September 1999
Skills
Financial Analysis, Auditing, Accounting, Finance, CPA, Management, Financial Reporting, Internal Controls, Account Reconciliation, Corporate Finance
Education
St. John's University
Bachelor of Science, Accounting
Rochester Institute of Technology July 2011 - Present
Illinois State University August 2007 - June 2011
Rockefeller & Co., Inc. August 2003 - January 2004
Skills
Sustainability, Public Speaking, Research, Community Outreach, Microsoft Office, Environmental Awareness, Grant Writing, PowerPoint, Microsoft Excel, Non-profits, Sustainable Business, Civic Engagement, Materials Management, Leading Organizational..., Nonprofits, Student Development, Technical Writing, Volunteer Management, Program Development, Fundraising, Higher Education, Student Affairs, Teaching, Community Development, Grants, Leadership, Data Analysis, Statistics, Event Planning
Education
Bard College 2002 — 2004
Master of Science (M.S.)
Binghamton University 1995 — 1999
Bachelor's degree
Keller Williams Realty, Inc. February 2015 - Present
ITT Technical Institute November 2013 - February 2015
State of South Carolina Office of Regulatory Staff February 2013 - November 2013
Paredim Partners LLC 2009 - 2011
Champion Energy Corporation 2006 - 2009
Rockefeller & Co., Inc. 2004 - 2006
Polar Air Cargo 2003 - 2004
SPANUSA 2001 - 2003
Goldfarb Properties 2000 - 2001
Skills
Microsoft Word, Microsoft Excel, Outlook, PowerPoint, Human Resources, Benefits Administration, Office Management, Customer Service, Executive Level..., Travel Arrangements, Internet Explorer, Quicken, MDS, AS400 system, ACT!, Communication Skills, Organization Skills, Type 70WPM
Education
Monroe College-New Rochelle 2002 — 2004
Bachelor of Business Administration (B.B.A), Business Management
Monroe College-New Rochelle 2000 — 2002
Associate of Arts and Sciences (A.A.S), Business Administration
Mount Vernon High School 1996 — 2000
High School Diploma, Business
Rockefeller & Co., Inc. December 2014 - Present
Central Turf & Irrigation Supply June 2013 - November 2014
The Shade Store 2012 - April 2013
Edward Rosenblum Dental Office February 2011 - January 2012
Skills
General Ledger, Accounting, Account Reconciliation, Journal Entries, Bank Reconciliation, Accounts Payable, Financial Statements, Financial Reporting, Financial Accounting, Spreadsheets, Invoicing, Bookkeeping, Auditing, QuickBooks
Education
Pace University - Lubin School of Business 2009 — 2013
Bachelor of Business Administration (BBA), Accounting and Business/Management
Johnson Controls, Inc. January 2014 - Present
Johnson Controls, Inc. May 2000 - December 2013
Rockefeller & Co., Inc. June 1992 - June 1997
Education
East Stroudsburg University of Pennsylvania
Bachelor of Arts (B.A.), Sociology
The Institute for Paralegal Training
Corporate Finance and Business Law
Rockefeller & Co., Inc. March 2007 - Present
Skills
Project Management, Customer Service, Management, Troubleshooting, Windows Server, Microsoft Office, Active Directory, Disaster Recovery, Microsoft Excel, Windows, Cisco Technologies, Checkpoint Security, Network Security, Firewalls, VPN, Networking, Data Center, Servers, Routers, TCP/IP, Juniper Technologies, OSPF, BGP, Network Administration, System Deployment, Switches, DNS, IT Management, IT Strategy, Security
Education
Cornell University 2002 — 2004
Bachelor’s Degree, Computer Engineering
SUNY Polytechnic Institute 2002 — 2004
Bachelor’s Degree, Computer & Information Science, and Computer Engineering Technology
Northeastern University
Master’s Degree, Electrical Engineering, Computer Engineering