Roundview Capital, LLC
Address: 182 Nassau St #201, Princeton, NJ 08542 Hours: Closed ⋅ Opens 8AM Mon SaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (609) 688-9500: : : : Place name: : Website: : Category: Website: https://www.roundviewcapital.com/ Category: Financial consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Roundview Capital LLC Posting publicly on the Web Write a review Reviews Be the first to review From Roundview Capital LLC "Roundview Capital is an independent investment management and advisory firm for high net worth families and institutions based in Princeton, New Jersey."
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Roundview Capital, LLC Employees
Roundview Capital, LLC February 2015 - August 2015
State of New Jersey June 2013 - August 2013
Princeton University April 2013 - June 2013
St. Xavier High School 2010 - 2012
Home City Ice May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook
Education
Princeton University 2011 — 2015
Political Economy
St. Xavier High School 2007 — 2011
Zipari 2014 - Present
Karma Advisory 2012 - Present
CFY 2009 - 2012
Diamond Management and Technology Consultants 2006 - 2009
Infineon Technologies 2005 - 2005
Roundview Capital, LLC 2004 - 2004
Education
University of Michigan 2002 — 2006
Bachelors of Science
West Windsor Plainsboro High School North 1998 — 2002
University of Michigan June 2013 - Present
Navigant June 2015 - August 2015
University of Michigan Ross School of Business August 2014 - December 2014
America Needs You May 2014 - August 2014
Roundview Capital, LLC May 2013 - August 2013
University of Michigan Office of Undergraduate Admissions October 2012 - June 2013
Skills
Social Media Marketing, Leadership, Microsoft Office, Adobe Audition, Social Media, Bloomberg Terminal, Radio Broadcasting, Microsoft Excel, Public Speaking, Management, Data Analysis, Teaching, Fundraising, PowerPoint, Expense Management
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2016
Bachelor of Business Administration (BBA)
WHU – Otto Beisheim School of Management
2014 May Study Abroad Program
University of Michigan 2012 — 2013
LSA Honors Program
West Windsor-Plainsboro High School South 2008 — 2012
Roundview Capital, LLC July 2015 - Present
Emory University August 2014 - May 2015
Superior Court of Fulton County June 2014 - August 2014
Carver Federal Savings Bank June 2013 - August 2013
YWCA Princeton June 2012 - August 2012
YWCA Princeton June 2011 - August 2011
Farewell Mills Gatsch Architects June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Economics, Microsoft Word, Research, Teamwork, English, Customer Service, Financial Analysis, Social Media, Public Speaking, Data Analysis, Statistics, Team Leadership, Financial Modeling, Photoshop, Market Research, Spanish, Access, Leadership, Organizational..., Influential Communicator
Education
Emory University 2011 — 2015
Bachelor of Arts (B.A.), Major in International & Development/Financial Economics; Minor in History
The Pennington School Investment Club September 2011 - June 2012
Roundview Capital, LLC May 2012 - May 2012
Wall Street Access June 2011 - August 2011
Skills
Microsoft Excel, Mathematics, Communication, Avid Golfer, Tennis, PowerPoint, Guitar, Piano, Time Management, Public Speaking, Social Networking, Event Planning, Research, Teamwork
Education
Cornell University 2014 — 2016
Bachelor of Science (B.S.), Applied Economics and Management, 3.89
Indiana University - Kelley School of Business 2012 — 2014
Finance
The Pennington School 2009 — 2012
High School Diploma, College Prep
Kurt Salmon August 2014 - Present
Cornell University Engineering Admissions August 2011 - May 2014
Citigroup Inc, Citi Transactions Services (CTS) June 2013 - August 2013
Citigroup Inc, Citi Transactions Services (CTS) June 2012 - August 2012
Roundview Capital, LLC May 2011 - August 2011
Skills
Data Analysis, Quantitative Analytics, Microsoft Excel, VBA, Matlab, Statistical Modeling, Bloomberg, Calculus, R, Statistics, Microsoft Office, Java, LaTeX, Supply Chain Guru, Supply Chain..., Microsoft Word
Education
Cornell University 2010 — 2014
Bachelor's Degree, Operations Research Engineering
City University London 2013 — 2013
Study Abroad
West Windsor Plainsboro High School South 2006 — 2010
High School
DAS Worldwide July 2015 - Present
Galla Condominiums July 2012 - August 2014
FunGoPlay June 2011 - August 2011
Roundview Capital, LLC June 2011 - August 2011
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Legal Opinions
Education
University of Pittsburgh 2012 — 2016
Bachelor's degree, Legal Studies, General, Junior
Princeton Day School 2008 — 2012
Graduated
Bank of America Merrill Lynch July 2014 - Present
Nittany Lion Fund, LLC. May 2012 - December 2013
Bank of America Merrill Lynch June 2013 - August 2013
Wall Street Boot Camp August 2012 - December 2012
Beta Sigma Beta Fraternity August 2012 - December 2012
Cure Autism Now September 2011 - May 2012
Roundview Capital, LLC June 2011 - August 2011
Skills
Leadership, Equities, Risk Management, Finance, Financial Analysis, Microsoft Word, PowerPoint, Microsoft Excel
Education
Penn State University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Minor in Economics, Senior
J.P. Morgan June 2014 - January 2015
Roundview Capital, LLC June 2013 - August 2013
Power Pitching & Hitting May 2012 - July 2012
Black Bear Lake Day Camp July 2009 - August 2010
Skills
Microsoft Office, Research, Bloomberg Terminal, Project Management, Public Speaking, Mac OS, Windows, Leadership, PowerPoint
Education
Rutgers, The State University of New Jersey-New Brunswick 2011 — 2015
Bachelor of Arts (B.A.), Economics
Rutgers, The State University of New Jersey-New Brunswick 2011 — 2015
Bachelor of Arts (B.A.), Political Science
Roundview Capital, LLC January 2010 - Present
Citigroup - Capital Markets and Investment Banking July 2006 - June 2009
Skills
Investment Banking, Investment Management, Finance, Trading, Fixed Income, Financial Risk, Financial Modeling, Valuation, Investments
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA with distinction, Finance, Accounting, Management, Taxation and Business Law
Princeton University 2002 — 2006
BSE, Operations Research and Financial Engineering
Roundview Capital, LLC 1992 - Present
Percolate Productions January 2012 - January 2014
Skills
Television
Education
New York University - Leonard N. Stern School of Business 1986 — 1988
Master of Business Administration (MBA), Finance, General
The George Washington University 1982 — 1986
Bachelor of Business Administration (BBA), Finance, General