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.
Rockefeller & Co., Inc. Salaries. You can even request information on how much does Rockefeller & Co., Inc. pay if you want to. Learn about salaries, pros and cons of working for Rockefeller & Co., Inc. 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!
180 Rockefeller & Co., Inc. employees in database. Find out everything there's to know about Rockefeller & Co., Inc. 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.
Rockefeller & Co., Inc. Employees
Employee
Years
Job
Industry
Julie Park Gardiner Julie Park Gardiner's Rockefeller & Co., Inc. Experience 1992 - 1998
Job Director at BlackRock
Industry Financial Services
Experience
BlackRock August 1998 - Present
Rockefeller & Co., Inc. 1992 - 1998
Paul Kagan Associates 1989 - 1991
Education
University of California, Berkeley
Bachelor of Arts (B.A.), English
BlackRock August 1998 - Present
Rockefeller & Co., Inc. 1992 - 1998
Paul Kagan Associates 1989 - 1991
Education
University of California, Berkeley
Bachelor of Arts (B.A.), English
Mark Iannarelli, CFA Mark Iannarelli, CFA's Rockefeller & Co., Inc. Experience April 2011 - Present
Job Managing Director, Director of Fixed Income at Rockefeller & Co.
Industry Investment Management
Experience
Rockefeller & Co., Inc. April 2011 - Present
Rockefeller Financial January 2011 - April 2011
Wasmer, Schroeder & Company, Inc. June 2004 - December 2010
ING Investment Management June 2000 - May 2004
Skills
Fixed Income, Portfolio Management, Alternative Investments, Fixed Income Portfolio..., Bloomberg, Securities, Asset Allocation, Wealth Management, Bloomberg Terminal, Asset Management, Series 63, Asset Managment, Investments
Education
University of Kentucky 1993 — 1999
Bachelor of Business Administration (B.B.A.), Finance
Archbishop Wood Catholic High School
Rockefeller & Co., Inc. April 2011 - Present
Rockefeller Financial January 2011 - April 2011
Wasmer, Schroeder & Company, Inc. June 2004 - December 2010
ING Investment Management June 2000 - May 2004
Skills
Fixed Income, Portfolio Management, Alternative Investments, Fixed Income Portfolio..., Bloomberg, Securities, Asset Allocation, Wealth Management, Bloomberg Terminal, Asset Management, Series 63, Asset Managment, Investments
Education
University of Kentucky 1993 — 1999
Bachelor of Business Administration (B.B.A.), Finance
Archbishop Wood Catholic High School
Shashi Aryal Shashi Aryal's Rockefeller & Co., Inc. Experience November 2014 - Present
Job Client Service Associate at Rockefeller & Co., Inc.
Industry Financial Services
Experience
Rockefeller & Co., Inc. November 2014 - Present
University of San Francisco January 2014 - May 2014
Charles Communications August 2013 - February 2014
University of San Francisco February 2013 - December 2013
Merrill Lynch May 2012 - September 2012
ASUSF Senate May 2011 - May 2012
ASUSF Senate September 2010 - May 2011
Skills
Public Relations, Microsoft Excel, Management, PowerPoint, Time Management, Microsoft Office, Marketing, Public Speaking, Budgets, Social Networking, Research, Financial Analysis, Project Management, Excel, Microsoft, Photoshop, Outlook, Project Planning, Social Media, Financial Statement..., Financial Statements, Social Media Advertising, Financial Accounting, Salesforce.com, CisionPoint, FileMaker
Education
University of San Francisco 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance
Columbine High School 2006 — 2010
Rockefeller & Co., Inc. November 2014 - Present
University of San Francisco January 2014 - May 2014
Charles Communications August 2013 - February 2014
University of San Francisco February 2013 - December 2013
Merrill Lynch May 2012 - September 2012
ASUSF Senate May 2011 - May 2012
ASUSF Senate September 2010 - May 2011
Skills
Public Relations, Microsoft Excel, Management, PowerPoint, Time Management, Microsoft Office, Marketing, Public Speaking, Budgets, Social Networking, Research, Financial Analysis, Project Management, Excel, Microsoft, Photoshop, Outlook, Project Planning, Social Media, Financial Statement..., Financial Statements, Social Media Advertising, Financial Accounting, Salesforce.com, CisionPoint, FileMaker
Education
University of San Francisco 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance
Columbine High School 2006 — 2010
Carrie Goodman Carrie Goodman's Rockefeller & Co., Inc. Experience August 2014 - Present
Job Senior Accountant at Rockefeller & Co., Inc.
Industry Accounting
Experience
Rockefeller & Co., Inc. August 2014 - Present
Montgomery Glick & Company March 2006 - August 2014
Ernst & Young LLP August 2004 - February 2006
Education
University of Massachusetts, Amherst 2000 — 2004
Accounting and Finance
Rockefeller & Co., Inc. August 2014 - Present
Montgomery Glick & Company March 2006 - August 2014
Ernst & Young LLP August 2004 - February 2006
Education
University of Massachusetts, Amherst 2000 — 2004
Accounting and Finance
Joel Stell, CPA Joel Stell, CPA's Rockefeller & Co., Inc. Experience June 2015 - Present
Job Senior Accountant at Rockefeller & Co., Inc.
Industry Accounting
Experience
Rockefeller & Co., Inc. June 2015 - Present
Take-Two Interactive Software, Inc. November 2014 - June 2015
Take-Two Interactive Software, Inc. March 2012 - November 2014
Cline Davis & Mann June 2011 - February 2012
The Bookworm Shop August 2009 - May 2011
Skills
General Ledger, Financial Reporting, Account Reconciliation, Financial Statements, Finance, Accounting, Financial Accounting, Microsoft Excel, GAAP, Auditing, Financial Analysis, Financial Services
Education
University of Houston-Downtown 2009 — 2011
Bachelor of Business Administration (BBA), Accounting
University of Houston 2001 — 2005
Bachelor of Business Administration (BBA), Marketing
Rockefeller & Co., Inc. June 2015 - Present
Take-Two Interactive Software, Inc. November 2014 - June 2015
Take-Two Interactive Software, Inc. March 2012 - November 2014
Cline Davis & Mann June 2011 - February 2012
The Bookworm Shop August 2009 - May 2011
Skills
General Ledger, Financial Reporting, Account Reconciliation, Financial Statements, Finance, Accounting, Financial Accounting, Microsoft Excel, GAAP, Auditing, Financial Analysis, Financial Services
Education
University of Houston-Downtown 2009 — 2011
Bachelor of Business Administration (BBA), Accounting
University of Houston 2001 — 2005
Bachelor of Business Administration (BBA), Marketing
Burak Basogul Burak Basogul's Rockefeller & Co., Inc. Experience June 2013 - August 2013
Job Investment Team Intern at Morgan Creek Capital Management, LLC
Industry Financial Services
Experience
Morgan Creek Capital Management, LLC September 2014 - December 2014
Rockefeller & Co., Inc. June 2013 - August 2013
Brookwood Associates May 2012 - July 2012
Kare Investment July 2011 - August 2011
Investment Agency of Kosovo May 2011 - July 2011
Skills
Microsoft Office, Microsoft Excel, Research, Finance, Economics, Stata, Portfolio Management, Investment Banking, Entrepreneurship, Investments
Education
University of North Carolina at Chapel Hill 2010 — 2014
Bachelor of Arts (B.A.), Economics, Management and Society
The Koc School 2005 — 2010
IB Diploma Program, Science&Math
Morgan Creek Capital Management, LLC September 2014 - December 2014
Rockefeller & Co., Inc. June 2013 - August 2013
Brookwood Associates May 2012 - July 2012
Kare Investment July 2011 - August 2011
Investment Agency of Kosovo May 2011 - July 2011
Skills
Microsoft Office, Microsoft Excel, Research, Finance, Economics, Stata, Portfolio Management, Investment Banking, Entrepreneurship, Investments
Education
University of North Carolina at Chapel Hill 2010 — 2014
Bachelor of Arts (B.A.), Economics, Management and Society
The Koc School 2005 — 2010
IB Diploma Program, Science&Math
Joshua M. Rivlin Joshua M. Rivlin's Rockefeller & Co., Inc. Experience June 2013 - August 2013
Job Investment Banking Analyst at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch June 2014 - August 2014
Rockefeller & Co., Inc. June 2013 - August 2013
Delta Sigma Pi January 2013 - March 2013
The Seawane Club May 2010 - August 2012
McDermott Will & Emery LLP December 2010 - May 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Investments, Litigation, Fundraising, Software Documentation, Customer Service, Data Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2015
Bachelor of Business Administration, Finance and Accounting
Bank of America Merrill Lynch June 2014 - August 2014
Rockefeller & Co., Inc. June 2013 - August 2013
Delta Sigma Pi January 2013 - March 2013
The Seawane Club May 2010 - August 2012
McDermott Will & Emery LLP December 2010 - May 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Investments, Litigation, Fundraising, Software Documentation, Customer Service, Data Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2015
Bachelor of Business Administration, Finance and Accounting
Braynard (Bobby) Brown's Rockefeller & Co., Inc. Experience October 2014 - Present
Job Senior Associate, Institutional Sales at Rockefeller & Co., Inc.
Industry Law Practice
Experience
Rockefeller & Co., Inc. October 2014 - Present
Montclair State University August 2012 - Present
The Law Office of Braynard O. Brown April 2009 - Present
MF Global July 2010 - December 2011
Yale School of Management August 2009 - May 2011
New Jersey Institute for Social Justice May 2010 - July 2010
Riker Danzig Scherer Hyland & Perretti May 2006 - April 2009
Barnes & Thornburg LLP 2004 - 2005
Cleveland Browns August 2000 - February 2002
Skills
Public Speaking, Analysis, Legal Research, Legal Writing, Contract Negotiation, Negotiation, Sports Management, Due Diligence, Event Management, Real Estate, Corporate Law, Strategic Planning, Entrepreneurship, Nonprofits, Litigation, Research, Legal, Fundraising, Entertainment Law
Education
Yale University - Yale School of Management 2009 — 2011
MBA, Strategy, Marketing and Entrepreneurship
University of Notre Dame Law School 2003 — 2006
Doctor of Law (JD)
University of Notre Dame 1995 — 2000
BA, Government, Sociology, Computer Applications
Rockefeller & Co., Inc. October 2014 - Present
Montclair State University August 2012 - Present
The Law Office of Braynard O. Brown April 2009 - Present
MF Global July 2010 - December 2011
Yale School of Management August 2009 - May 2011
New Jersey Institute for Social Justice May 2010 - July 2010
Riker Danzig Scherer Hyland & Perretti May 2006 - April 2009
Barnes & Thornburg LLP 2004 - 2005
Cleveland Browns August 2000 - February 2002
Skills
Public Speaking, Analysis, Legal Research, Legal Writing, Contract Negotiation, Negotiation, Sports Management, Due Diligence, Event Management, Real Estate, Corporate Law, Strategic Planning, Entrepreneurship, Nonprofits, Litigation, Research, Legal, Fundraising, Entertainment Law
Education
Yale University - Yale School of Management 2009 — 2011
MBA, Strategy, Marketing and Entrepreneurship
University of Notre Dame Law School 2003 — 2006
Doctor of Law (JD)
University of Notre Dame 1995 — 2000
BA, Government, Sociology, Computer Applications
Brad Hunnewell, CFA's Rockefeller & Co., Inc. Experience January 2014 - Present
Job Equity Analyst at Rockefeller & Co., Inc.
Industry Financial Services
Experience
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. 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
Mitchell Weisenberg, CFA, CIPM Mitchell Weisenberg, CFA, CIPM's Rockefeller & Co., Inc. Experience July 2006 - April 2010
Job Performance Analyst at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman July 2014 - Present
Ashland Partners May 2013 - May 2014
NYSSA November 2012 - May 2013
Rockefeller & Co., Inc. July 2006 - April 2010
Rockefeller & Co., Inc. April 2000 - July 2006
Watson Wyatt Worldwide June 1997 - March 2000
Skills
Bloomberg, Factset, Northfield, Barra, SNL, Microsoft Excel, Microsoft Word, Microsoft Access, Equities, Asset Allocation, Valuation, Portfolio Management, Financial Services, Financial Markets, Financial Risk
Education
Union College
BS, Math
Neuberger Berman July 2014 - Present
Ashland Partners May 2013 - May 2014
NYSSA November 2012 - May 2013
Rockefeller & Co., Inc. July 2006 - April 2010
Rockefeller & Co., Inc. April 2000 - July 2006
Watson Wyatt Worldwide June 1997 - March 2000
Skills
Bloomberg, Factset, Northfield, Barra, SNL, Microsoft Excel, Microsoft Word, Microsoft Access, Equities, Asset Allocation, Valuation, Portfolio Management, Financial Services, Financial Markets, Financial Risk
Education
Union College
BS, Math
C.J. Wei's Rockefeller & Co., Inc. Experience June 2010 - July 2010
Job Investment Banking Restructuring & Recapitalization at Jefferies LLC
Industry Investment Banking
Experience
Jefferies LLC August 2014 - Present
Man Investments June 2011 - July 2014
UNC Applied Investment Management August 2010 - May 2011
Rockefeller & Co., Inc. June 2010 - July 2010
UNC Investment Society August 2009 - April 2010
Skills
Investments, Equity Research, Asset Managment, Hedge Funds, Equities, Mutual Funds, Valuation, Alternative Investments, Asset Management, Investment Banking, Portfolio Management, Mergers & Acquisitions, Asset Allocation, Corporate Finance, Financial Modeling, Bloomberg
Education
University of North Carolina at Chapel Hill 2007 — 2011
Business Administration, Finance and Investments
Jefferies LLC August 2014 - Present
Man Investments June 2011 - July 2014
UNC Applied Investment Management August 2010 - May 2011
Rockefeller & Co., Inc. June 2010 - July 2010
UNC Investment Society August 2009 - April 2010
Skills
Investments, Equity Research, Asset Managment, Hedge Funds, Equities, Mutual Funds, Valuation, Alternative Investments, Asset Management, Investment Banking, Portfolio Management, Mergers & Acquisitions, Asset Allocation, Corporate Finance, Financial Modeling, Bloomberg
Education
University of North Carolina at Chapel Hill 2007 — 2011
Business Administration, Finance and Investments
James Zimmerman James Zimmerman's Rockefeller & Co., Inc. Experience October 2013 - September 2014
Job
Industry Investment Management
Experience
Rockefeller & Co., Inc. October 2013 - September 2014
Jupiter Fund Management plc July 2011 - May 2013
Greenhill & Co. July 2010 - August 2010
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Outlook, English, Windows, Research, Public Speaking, Editing, Management, Valuation
Education
University of Pennsylvania 2007 — 2011
Bachelor of Arts (B.A.), Political Science and Government
Rockefeller & Co., Inc. October 2013 - September 2014
Jupiter Fund Management plc July 2011 - May 2013
Greenhill & Co. July 2010 - August 2010
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Outlook, English, Windows, Research, Public Speaking, Editing, Management, Valuation
Education
University of Pennsylvania 2007 — 2011
Bachelor of Arts (B.A.), Political Science and Government
Cassandra Henry, CFA Cassandra Henry, CFA's Rockefeller & Co., Inc. Experience June 2012 - July 2012
Job VP, Marketing and IR
Industry Financial Services
Experience
LibreMax Capital, LLC June 2015 - Present
Casey, Quirk & Associates August 2013 - May 2015
Rockefeller & Co., Inc. June 2012 - July 2012
Artisan Partners May 2008 - May 2011
Bank of America February 2007 - May 2008
Education
NYU Stern School of Business 2011 — 2013
Master of Business Administration (M.B.A.)
University of Notre Dame 2002 — 2006
Bachelor's Degree
Duchesne Academy of the Sacred Heart 1998 — 2002
LibreMax Capital, LLC June 2015 - Present
Casey, Quirk & Associates August 2013 - May 2015
Rockefeller & Co., Inc. June 2012 - July 2012
Artisan Partners May 2008 - May 2011
Bank of America February 2007 - May 2008
Education
NYU Stern School of Business 2011 — 2013
Master of Business Administration (M.B.A.)
University of Notre Dame 2002 — 2006
Bachelor's Degree
Duchesne Academy of the Sacred Heart 1998 — 2002
Jessica Kemper's Rockefeller & Co., Inc. Experience June 2014 - Present
Job Investment Team Administrator at Rockefeller & Co
Industry Financial Services
Experience
Rockefeller & Co., Inc. June 2014 - Present
Rockefeller & Co., Inc. November 2013 - June 2014
St. Julien Hotel & Spa March 2013 - September 2013
Camp Laurel May 2007 - September 2010
Skills
Food & Beverage, Hospitality, Restaurants, Micros, Hospitality Management, Restaurant Management, Microsoft Excel, Hospitality Industry, Hotels, Microsoft Word, PowerPoint, Catering, Fine Dining, Hotel Management, Menu Development, Front Office, Resorts, Microsoft Office
Education
University of Missouri-Columbia 2006 — 2010
Bachelor of Science (BS), Hotel and Restaurant Management
Rockefeller & Co., Inc. June 2014 - Present
Rockefeller & Co., Inc. November 2013 - June 2014
St. Julien Hotel & Spa March 2013 - September 2013
Camp Laurel May 2007 - September 2010
Skills
Food & Beverage, Hospitality, Restaurants, Micros, Hospitality Management, Restaurant Management, Microsoft Excel, Hospitality Industry, Hotels, Microsoft Word, PowerPoint, Catering, Fine Dining, Hotel Management, Menu Development, Front Office, Resorts, Microsoft Office
Education
University of Missouri-Columbia 2006 — 2010
Bachelor of Science (BS), Hotel and Restaurant Management
Joe Gaudet's Rockefeller & Co., Inc. Experience August 2015 - Present
Job Marketing Analyst at Rockefeller & Co.
Industry Financial Services
Experience
Rockefeller & Co., Inc. August 2015 - Present
Guggenheim Partners December 2014 - July 2015
Global Arena Capital Corp. February 2014 - July 2014
Morgan Stanley June 2012 - August 2012
Congressman Thomas Rooney May 2010 - August 2010
GCI Construction Inc. May 2009 - August 2009
The Benjamin School May 2007 - August 2008
Skills
Research, Microsoft Office, PowerPoint, Financial Analysis, Microsoft Excel, Teamwork, Microsoft Word, Sales, Data Analysis, Analysis, Investments, Leadership
Education
University of Alabama 2009 — 2013
BCB, Major in Finance with Specialization in Entrepreneurship and Minor in Computer Tech & Applications
The Benjamin School 2005 — 2009
Rockefeller & Co., Inc. August 2015 - Present
Guggenheim Partners December 2014 - July 2015
Global Arena Capital Corp. February 2014 - July 2014
Morgan Stanley June 2012 - August 2012
Congressman Thomas Rooney May 2010 - August 2010
GCI Construction Inc. May 2009 - August 2009
The Benjamin School May 2007 - August 2008
Skills
Research, Microsoft Office, PowerPoint, Financial Analysis, Microsoft Excel, Teamwork, Microsoft Word, Sales, Data Analysis, Analysis, Investments, Leadership
Education
University of Alabama 2009 — 2013
BCB, Major in Finance with Specialization in Entrepreneurship and Minor in Computer Tech & Applications
The Benjamin School 2005 — 2009
David Westbrook David Westbrook's Rockefeller & Co., Inc. Experience January 2011 - Present
Job Chief Financial Officer at Rockefeller & Company
Industry Investment Management
Experience
Rockefeller & Co., Inc. January 2011 - Present
Advent International July 2010 - October 2010
Silvercrest Asset Management November 2007 - February 2010
Deloitte January 1990 - November 2007
Skills
Cash Management, Accounting, IFRS, US GAAP, Financial Accounting, Financial Reporting, GAAP, Internal Controls, Audit, Financial Analysis, Consolidation, SOX, Corporate Finance, Valuation, SEC reporting, Private Equity, External Audit, IPO, Auditing, Analysis, SEC filings, Finance, Big 4, Mergers & Acquisitions, Sarbanes-Oxley Act, CPA, Investments, Financial Modeling, Financial Services, Tax, Asset Management, Due Diligence, Strategic Financial..., Wealth Management, Hedge Funds, Equities, Capital Markets, Alternative Investments, Business Valuation, Fund Accounting, Management, Leadership, Risk Management
Education
University of KwaZulu-Natal 1986 — 1989
Bachelor of Commerce and Postgraduate Diploma in Accounting, Tax and Auditing
Rockefeller & Co., Inc. January 2011 - Present
Advent International July 2010 - October 2010
Silvercrest Asset Management November 2007 - February 2010
Deloitte January 1990 - November 2007
Skills
Cash Management, Accounting, IFRS, US GAAP, Financial Accounting, Financial Reporting, GAAP, Internal Controls, Audit, Financial Analysis, Consolidation, SOX, Corporate Finance, Valuation, SEC reporting, Private Equity, External Audit, IPO, Auditing, Analysis, SEC filings, Finance, Big 4, Mergers & Acquisitions, Sarbanes-Oxley Act, CPA, Investments, Financial Modeling, Financial Services, Tax, Asset Management, Due Diligence, Strategic Financial..., Wealth Management, Hedge Funds, Equities, Capital Markets, Alternative Investments, Business Valuation, Fund Accounting, Management, Leadership, Risk Management
Education
University of KwaZulu-Natal 1986 — 1989
Bachelor of Commerce and Postgraduate Diploma in Accounting, Tax and Auditing
Malcolm Fitch Malcolm Fitch's Rockefeller & Co., Inc. Experience March 2009 - January 2011
Job Chief Messaging Officer at Brown Advisory | Thoughtful Investing for Private Clients and Institutions
Industry Investment Management
Experience
B'More Clubhouse 2012 - Present
Brown Advisory September 2011 - Present
Rockefeller & Co., Inc. March 2009 - January 2011
Citi Private Bank 2004 - 2009
Goldman Sachs April 2000 - June 2004
Standard & Poor's October 1998 - April 2000
Money Magazine May 1995 - October 1998
Skills
Strategic Communications, Marketing, Creative Direction, Marketing Strategy, Financial Services, Investments, Advertising, Branding & Identity
Education
University of Pennsylvania - The Wharton School 1988 — 1993
BS Econ, M&T: Engineering and Economics
ST. John's High School, Shrewsbury, MA 1984 — 1988
B'More Clubhouse 2012 - Present
Brown Advisory September 2011 - Present
Rockefeller & Co., Inc. March 2009 - January 2011
Citi Private Bank 2004 - 2009
Goldman Sachs April 2000 - June 2004
Standard & Poor's October 1998 - April 2000
Money Magazine May 1995 - October 1998
Skills
Strategic Communications, Marketing, Creative Direction, Marketing Strategy, Financial Services, Investments, Advertising, Branding & Identity
Education
University of Pennsylvania - The Wharton School 1988 — 1993
BS Econ, M&T: Engineering and Economics
ST. John's High School, Shrewsbury, MA 1984 — 1988
Margaret Esquivel-Damato's Rockefeller & Co., Inc. Experience 1998 - 1998
Job Director of Private Wealth Services, Pagnato Karp, HighTower
Industry Financial Services
Experience
Pagnato Karp, HighTower July 2011 - Present
Merrill Lynch Private Banking and Investment Group 1999 - 2011
Rockefeller & Co., Inc. 1998 - 1998
Hampshire Securities Corp. April 1994 - December 1997
Furman Selz LLC April 1990 - September 1992
Merrill Lynch 1987 - 1989
Skills
Wealth Management, Family Office Solutions, Fiduciary, Alternative Investments, Private Equity, Derivatives, Fixed Income, Equities, Mutual Funds, Lines Of Credit, Estate Planning, Relationship Management, Trading, Series 7, Series 66, Series 63, CFM
Education
UNC Chapel Hill 1976 — 1980
Psychology / Art
Kaplan - CFP Course
Pagnato Karp, HighTower July 2011 - Present
Merrill Lynch Private Banking and Investment Group 1999 - 2011
Rockefeller & Co., Inc. 1998 - 1998
Hampshire Securities Corp. April 1994 - December 1997
Furman Selz LLC April 1990 - September 1992
Merrill Lynch 1987 - 1989
Skills
Wealth Management, Family Office Solutions, Fiduciary, Alternative Investments, Private Equity, Derivatives, Fixed Income, Equities, Mutual Funds, Lines Of Credit, Estate Planning, Relationship Management, Trading, Series 7, Series 66, Series 63, CFM
Education
UNC Chapel Hill 1976 — 1980
Psychology / Art
Kaplan - CFP Course
Kristen Lady Kristen Lady's Rockefeller & Co., Inc. Experience May 2008 - August 2008
Job CPA
Industry Accounting
Experience
Starwood Hotels & Resorts Worldwide, Inc. November 2013 - Present
PwC August 2010 - August 2013
Rockefeller & Co., Inc. May 2008 - August 2008
Skills
Accounting, US GAAP, Auditing, CPA, Financial Accounting, Sarbanes-Oxley Act, SEC filings, GAAP, Internal Controls, Financial Reporting, External Audit
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2010
Master of Accounting, Accounting
University of Arizona, Eller College of Management 2005 — 2009
BS in Business Administration, Accounting
Starwood Hotels & Resorts Worldwide, Inc. November 2013 - Present
PwC August 2010 - August 2013
Rockefeller & Co., Inc. May 2008 - August 2008
Skills
Accounting, US GAAP, Auditing, CPA, Financial Accounting, Sarbanes-Oxley Act, SEC filings, GAAP, Internal Controls, Financial Reporting, External Audit
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2010
Master of Accounting, Accounting
University of Arizona, Eller College of Management 2005 — 2009
BS in Business Administration, Accounting
Suzanne Sestak Wilson's Rockefeller & Co., Inc. Experience March 2013 - April 2014
Job Executive Coach│Recruiter│Human Resources
Industry Human Resources
Experience
RiseSmart 2014 - Present
UNC Kenan-Flagler August 2013 - Present
Rockefeller & Co., Inc. March 2013 - April 2014
Rockefeller & Co., Inc. July 2004 - March 2013
Goldman Sachs 1997 - 2002
Bankers Trust 1993 - 1997
Skills
Employee Benefits, Performance Reviews, Recruiting, Employee Relations, Training, Compensation, Deferred Compensation, Human Resources, Leadership, Vendor Management, HRIS, Management, Onboarding, Executive Search, Talent Acquisition, Interviews, Benefits Administration, Sourcing, Performance Management, Technical Recruiting, Applicant Tracking..., Financial Services, Contract Recruitment, Staffing Services, Temporary Placement, Employee Engagement, Internet Recruiting, Temporary Staffing, Benefits Negotiation, Personnel Management, Talent Management, Strategy, Resume Writing, Coaching
Education
University of Delaware
BS, Interdisciplinary Studies in Human Resources
RiseSmart 2014 - Present
UNC Kenan-Flagler August 2013 - Present
Rockefeller & Co., Inc. March 2013 - April 2014
Rockefeller & Co., Inc. July 2004 - March 2013
Goldman Sachs 1997 - 2002
Bankers Trust 1993 - 1997
Skills
Employee Benefits, Performance Reviews, Recruiting, Employee Relations, Training, Compensation, Deferred Compensation, Human Resources, Leadership, Vendor Management, HRIS, Management, Onboarding, Executive Search, Talent Acquisition, Interviews, Benefits Administration, Sourcing, Performance Management, Technical Recruiting, Applicant Tracking..., Financial Services, Contract Recruitment, Staffing Services, Temporary Placement, Employee Engagement, Internet Recruiting, Temporary Staffing, Benefits Negotiation, Personnel Management, Talent Management, Strategy, Resume Writing, Coaching
Education
University of Delaware
BS, Interdisciplinary Studies in Human Resources
Jon Brantz's Rockefeller & Co., Inc. Experience July 2001 - July 2003
Job Sr. Director, Client Services SearchMarketers.com
Industry Legal Services
Experience
SearchMarketers.com September 2012 - Present
Road Less Traveled Productions, Inc. January 2012 - September 2012
Opteama December 2010 - December 2011
Cozen O'Connor NYC August 2009 - October 2010
Black & Associates December 2008 - August 2009
Citigroup Global Markets August 2003 - August 2004
Rockefeller & Co., Inc. July 2001 - July 2003
Skills
Mergers, Equities, Litigation, Securities, Licensing, Insurance, Start-ups, Corporate Law, Management, Due Diligence, Investments, Asset Managment, Investment Strategies, Private Equity, Asset Management, Entrepreneurship, Business Development, Mergers & Acquisitions, Portfolio Management
Education
Widener University School of Law 2006 — 2008
Juris Doctorate
University of Miami - School of Business 1997 — 2001
Bachelor of Business Administration (B.B.A.), Finance
SearchMarketers.com September 2012 - Present
Road Less Traveled Productions, Inc. January 2012 - September 2012
Opteama December 2010 - December 2011
Cozen O'Connor NYC August 2009 - October 2010
Black & Associates December 2008 - August 2009
Citigroup Global Markets August 2003 - August 2004
Rockefeller & Co., Inc. July 2001 - July 2003
Skills
Mergers, Equities, Litigation, Securities, Licensing, Insurance, Start-ups, Corporate Law, Management, Due Diligence, Investments, Asset Managment, Investment Strategies, Private Equity, Asset Management, Entrepreneurship, Business Development, Mergers & Acquisitions, Portfolio Management
Education
Widener University School of Law 2006 — 2008
Juris Doctorate
University of Miami - School of Business 1997 — 2001
Bachelor of Business Administration (B.B.A.), Finance
Pooran Sharma's Rockefeller & Co., Inc. Experience November 2014 - Present
Job Portfolio Analyst at Rockefeller and Co.
Industry Investment Management
Experience
Rockefeller & Co., Inc. November 2014 - Present
Rockefeller & Co., Inc. June 2013 - November 2014
Morgan Stanley June 2012 - May 2013
Brown Brothers Harriman August 2011 - June 2012
AXA Equitable January 2011 - May 2011
University of Colorado Denver January 2010 - January 2011
Investment Banking Institute 2011 - 2011
Skills
Financial Modeling, Valuation, DCF, Equities, Financial Analysis, Microsoft Excel, Bloomberg, Cash Flow, Excel, VBA, Hedge Funds, Private Equity, Access, Asset Management, Capital Markets, Portfolio Management, Financial Statement...
Education
CFA Institute
Passed Level 3 CFA examination June 2015, Investment Management
University of Colorado Boulder 2006 — 2011
Bachelor of Science, Accounting & Finance
Rockefeller & Co., Inc. November 2014 - Present
Rockefeller & Co., Inc. June 2013 - November 2014
Morgan Stanley June 2012 - May 2013
Brown Brothers Harriman August 2011 - June 2012
AXA Equitable January 2011 - May 2011
University of Colorado Denver January 2010 - January 2011
Investment Banking Institute 2011 - 2011
Skills
Financial Modeling, Valuation, DCF, Equities, Financial Analysis, Microsoft Excel, Bloomberg, Cash Flow, Excel, VBA, Hedge Funds, Private Equity, Access, Asset Management, Capital Markets, Portfolio Management, Financial Statement...
Education
CFA Institute
Passed Level 3 CFA examination June 2015, Investment Management
University of Colorado Boulder 2006 — 2011
Bachelor of Science, Accounting & Finance
Thomas Mattsson's Rockefeller & Co., Inc. Experience August 2014 - Present
Job Associate Equity Analyst at Rockefeller & Co., Inc.
Industry Financial Services
Experience
Rockefeller & Co., Inc. August 2014 - Present
Rockefeller & Co., Inc. January 2013 - August 2014
Locust Capital Management June 2012 - August 2012
Skills
Series 7
Education
University of Pennsylvania 2008 — 2012
Bachelor of Arts (B.A.), Political Science
The Lawrenceville School 2006 — 2008
Rockefeller & Co., Inc. August 2014 - Present
Rockefeller & Co., Inc. January 2013 - August 2014
Locust Capital Management June 2012 - August 2012
Skills
Series 7
Education
University of Pennsylvania 2008 — 2012
Bachelor of Arts (B.A.), Political Science
The Lawrenceville School 2006 — 2008
Andrea Drexelius's Rockefeller & Co., Inc. Experience September 1991 - January 1995
Job
Industry Investment Management
Experience
MAP Alternative Asset Management Company, LLC August 2011 - Present
The Rockefeller Group January 2005 - January 2008
Rockefeller & Co., Inc. September 1991 - January 1995
Morgan Stanley June 1988 - September 1991
Education
UCLA 1984 — 1988
B.A., Economics
MAP Alternative Asset Management Company, LLC August 2011 - Present
The Rockefeller Group January 2005 - January 2008
Rockefeller & Co., Inc. September 1991 - January 1995
Morgan Stanley June 1988 - September 1991
Education
UCLA 1984 — 1988
B.A., Economics
Sean Finnegan's Rockefeller & Co., Inc. Experience September 2011 - July 2014
Job MKP Capital
Industry Investment Management
Experience
MKP Capital Management, L.L.C. July 2014 - Present
Rockefeller & Co., Inc. September 2011 - July 2014
NYPPEX Private Markets April 2009 - September 2011
Skills
Equities
Education
University of Delaware 2002 — 2006
MKP Capital Management, L.L.C. July 2014 - Present
Rockefeller & Co., Inc. September 2011 - July 2014
NYPPEX Private Markets April 2009 - September 2011
Skills
Equities
Education
University of Delaware 2002 — 2006
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY