Stonehaven LLC
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Stonehaven LLC Employees
Stonehaven, LLC 2001 - Present
Robertson Stephens 2000 - 2001
Skills
Investments, Equities, Private Equity, Alternative Investments, Investment Banking, Hedge Funds, Asset Managment, Financial Services, Strategy, Emerging Markets, Investor Relations, FINRA, Due Diligence, Series 63, Private Placements, Asset Management, Venture Capital, Entrepreneurship, Capital Raising, Capital, Investment Strategies, Institutional..., Investment Management, Capital Markets, Securities, Series 7, Derivatives, Mergers & Acquisitions, Asset Allocation, Valuation, Fixed Income, Portfolio Management, Equity Research
Education
University of Michigan - Stephen M. Ross School of Business 1996 — 2000
BBA, Finance
Singular Global Advisors, LLC January 2006 - Present
Arrowsmith, LLC January 2000 - Present
National Executive Service Corps of South Florida June 2008 - Present
Yale Club of South Florida July 2006 - Present
R Systems, Inc January 2000 - Present
Rotary eClub One 1998 - Present
Yale Day of Service January 2009 - Present
Yale Alumni Schools Committee June 2010 - June 2013
Stonehaven, LLC January 2005 - December 2012
Association of Yale Alumni Board of Governors July 2009 - June 2012
Skills
Alternative Investments, Hedge Funds, Management Consulting, Nonprofits, Entrepreneurship, Investment Strategies, Asset Management, Due Diligence, Financial Advisory, Economics, Strategy, Portfolio Management, Strategic Planning, Non-profits, Emerging Markets, Management, Risk Management, Asset Allocation, Consulting, Corporate Finance, Endangered Species, Investments, Finance
Education
Yale University
Master of Philosophy (M.Phil.), Political Science and Government
Yale University
Master of Arts, Political Science, With Honors
Yale University FellowshipYale University
Ford Foundation FellowshipYale University
UCLA
EducationTexas A&M University 1970 — 1974
Bachelor of Science (B.S.), English, Education, Summa Cum Laude
STONEHAVEN, LLC November 2013 - Present
Barclays Capital February 2010 - November 2013
Credit Suisse October 2009 - December 2009
Instituto Poblano para la Productividad Competitiva January 2008 - May 2008
Merrill Lynch December 2006 - July 2007
Education
Northeastern University 2004 — 2009
BSIB, International Business with a Concentration in Finance
STONEHAVEN, LLC June 2013 - Present
New Energy Fund LP June 2012 - June 2013
Hearst January 2012 - June 2012
PricewaterhouseCoopers 2007 - January 2012
RSM McGladrey 2006 - 2007
Farkouh, Furman & Faccio LLP 2003 - 2006
Skills
Financial Reporting, Accounting, Auditing, Tax, US GAAP, SEC filings, GAAP, Private Equity, Financial Accounting, General Ledger, Internal Controls, Sarbanes-Oxley Act, Series 7, Series 63, Series 27, FINRA, Finance, CPA, Valuation, Hedge Funds, Investments, Alternative Investments, Financial Services, Financial Modeling, Financial Analysis, Due Diligence, Management, Corporate Finance, Mergers & Acquisitions, Asset Management, Financial Statements, Fund Of Funds, Internal Audit, IFRS, Venture Capital
Education
Pace University - Lubin School of Business 2000 — 2002
MBA, Financial Management and Taxation
Fordham University 1997 — 2000
Bachelor of Science (BS), Economics, Accounting
Connorex-Lucinda, LLC September 2013 - October 2014
Ridgeway Capital Group January 2010 - August 2013
Stonehaven LLC January 2007 - January 2010
Equus Financial Consulting January 2005 - January 2007
Lehman Brothers June 1985 - June 2002
Skills
Investments, Alternative Investments, Securities, ABS, Bonds, Hedge Funds, Financial Services, Venture Capital, High Yield, Credit, Asset Allocation, Trading, Financial Structuring, Structured Products, Structured Finance, Emerging Markets, Entrepreneurship, Capital
Education
University of Minnesota-Twin Cities 1977 — 1979
The Metropolitan Museum of Art March 2015 - Present
PwC March 2014 - March 2015
Fields China October 2012 - October 2013
PricewaterhouseCoopers April 2008 - September 2012
PricewaterhouseCoopers June 2005 - October 2006
UBS Investment Bank October 2004 - March 2005
Stonehaven, LLC July 2003 - September 2004
Goldman Sachs February 2001 - July 2003
Robertson Stephens July 2000 - January 2001
Education
University of Illinois at Urbana-Champaign - College of Business 1996 — 2000
B.S.
University of Southern California - Marshall School of Business
Global Executive MBA
STONEHAVEN, LLC November 2013 - Present
FCE Group August 2011 - November 2013
Khronos LLC June 2010 - May 2011
Heritage Fund Management July 2009 - June 2010
Muirfield Capital Management March 2005 - March 2009
UBP Asset Management October 2003 - March 2005
Ivy Asset Management May 2000 - October 2003
Education
Cornell University
Greenlight Capital October 2007 - Present
Stonehaven, LLC May 2005 - September 2007
Bank of America Private Bank November 2003 - April 2005
Banc of America Securities September 1999 - July 2001
Education
Georgetown University 1995 — 1999
BSBA, Finanace, Intl Business
PhaseCapital LP April 2015 - Present
STONEHAVEN, LLC December 2013 - March 2015
MatlinPatterson June 2013 - December 2013
Goldman Sachs & Co November 2012 - May 2013
Guggenheim Securities March 2011 - May 2012
WJB Capital Group, Inc. July 2008 - February 2011
Skills
Trading, Sales, Brokerage, Hedge Funds, Stock Market, FX Options, Bloomberg, Series 7, Series 63, Equity Trading, Electronic Trading, Equity Derivatives, Financial Markets, FX trading, ETFs, Alternative Investments, CRM, Valuation, Equities, Investments, Derivatives, Corporate Finance, Trading Systems, Fixed Income, Equity Research, Asset Management, Securities, Mutual Funds, Football, Capital Markets, Asset Allocation, Financial Modeling, Due Diligence, Options, FINRA, Investment Banking, Equity Valuation, Bonds, Emerging Markets, Bloomberg Terminal, Private Equity, Mergers & Acquisitions, Portfolio Management, Foreign Exchange, Proprietary Trading, Investor Relations, Commodity, Investment Management
Education
Princeton University 2004 — 2008
Politics
Poly Prep 2000 — 2004
Ardowork Corporation May 2013 - Present
Fortress Investment Group June 2012 - August 2012
Chapin Hill Advisors, Inc January 2012 - April 2012
Stonehaven, LLC October 2010 - April 2011
World Economic Forum September 2009 - December 2009
PlaNet Finance June 2008 - July 2008
Education
New York University - Leonard N. Stern School of Business 2009 — 2013
Bachelor of Science, Finance, Economics
Università Commerciale 'Luigi Bocconi' 2011 — 2011
Finance, Economics
Lycée Français de New York 1994 — 2009
Baccalauréat, Mention Bien, Economics and Social Studies with a specialization in Mathematics
Stonehaven, LLC February 2012 - Present
Legg Mason January 2011 - May 2011
Independent Consultant Company-Alternative Investments April 2009 - January 2011
Asset Based Lender January 2006 - April 2009
Fund of Hedge Funds September 2003 - January 2006
ABL Hedge Fund April 2001 - September 2003
Proprietary Trading October 1998 - April 2001
Skills
Series 24, Series 7, Series 63, Hedge Funds, Private Equity, Alternative Investments, Bloomberg, IDC, Portia, DTC, Trading Strategies, Asset Pricing, Equities, Valuation, Corporate Actions, Derivatives, Fixed Income, FINRA, Salesforce.com, Operations Management, Securities, Investments, Portfolio Management, Due Diligence, Investor Relations, Financial Structuring, Finance, Asset Management, Emerging Markets, Fund Of Funds, Strategy, Investment Management, Mutual Funds, Asset Allocation, Trading, Venture Capital, Options, Bonds, Investment Strategies, Series 31, Capital Markets, Prime Brokerage
Education
IONA CollegeNew 2015 — 2019
BA, Finance2004
Iona College
BA, Finance
New Rochelle High School
New Rochelle High School
STONEHAVEN, LLC May 2015 - Present
Apollo Residential Mortgage, Inc June 2013 - May 2015
Deutsche Bank September 2010 - June 2013
KPMG Audit September 2007 - September 2010
Skills
CPA, US GAAP, Financial Reporting, Internal Controls, Auditing, Valuation, Financial Audits, IFRS, External Audit, Financial Accounting, Accounting, Financial Analysis, SEC filings, Financial Statements, General Ledger, Variance Analysis, Account Reconciliation, Finance, GAAP, Big 4, Consolidation, SAP, Cash Flow, Corporate Finance, Financial Modeling, SEC Filings, Sarbanes-Oxley Act
Education
Bentley University 2003 — 2007
Corporate Finance and Accounting
The University of Hong Kong 2005 — 2005
Accounting