SumRidge Partners
Industry: Company
DescriptionFounded: 2010 Parent organization: SumRidge Partners Holdings, LLC
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SumRidge Partners Employees
Employee
Years
Job
Industry
michael diagostino michael diagostino's SumRidge Partners Experience 2011 - Present
Job Sales Director at SumRidge Partners
Industry Financial Services
Experience
SumRidge Partners 2011 - Present
Morgan Stanley 2004 - 2005
Skills
Investments, Retirement Planning, Strategic Financial..., Wealth Management, Equities, Portfolio Management, Mutual Funds, Banking, Retirement, Asset Management, Mortgage Lending, Financial Analysis, Risk Management, Credit, Loans, Securities, Pensions, Insurance, Fixed Annuities, Corporate Finance, Series 7, Fixed Income, Series 63, Capital Markets
Education
Stony Brook University
Bachelor of Arts (B.A.)
SumRidge Partners 2011 - Present
Morgan Stanley 2004 - 2005
Skills
Investments, Retirement Planning, Strategic Financial..., Wealth Management, Equities, Portfolio Management, Mutual Funds, Banking, Retirement, Asset Management, Mortgage Lending, Financial Analysis, Risk Management, Credit, Loans, Securities, Pensions, Insurance, Fixed Annuities, Corporate Finance, Series 7, Fixed Income, Series 63, Capital Markets
Education
Stony Brook University
Bachelor of Arts (B.A.)
Eric Bicknese Eric Bicknese's SumRidge Partners Experience February 2014 - Present
Job Associate Credit Sales at SumRidge Partners
Industry Banking
Experience
SumRidge Partners February 2014 - Present
BNP Paribas August 2010 - January 2014
Skills
Bloomberg, Capital Markets, Credit, Fixed Income, Investment Banking, Portfolio Management
Education
Georgetown University 2006 — 2010
Bachelor of Science (BS), Business Administration and Management, General
SumRidge Partners February 2014 - Present
BNP Paribas August 2010 - January 2014
Skills
Bloomberg, Capital Markets, Credit, Fixed Income, Investment Banking, Portfolio Management
Education
Georgetown University 2006 — 2010
Bachelor of Science (BS), Business Administration and Management, General
Robert Massari Robert Massari's SumRidge Partners Experience May 2014 - Present
Job Director Municipal Bond Trader at SumRidge Partners, LLC
Industry Financial Services
Experience
SumRidge Partners May 2014 - Present
Bank of America Merrill Lynch July 2005 - May 2014
Marsh & McLennan Companies, Inc. February 2004 - July 2005
Skills
Series 7, Fixed Income, Series 63, Capital Markets, Hedge Funds, Municipal Bond Trader, Bonds, Bloomberg, Trading, Series 53
Education
Fordham University - Graduate School of Business Administration 2009 — 2012
Master of Business Administration (MBA), Finance and Marketing
Penn State University 1999 — 2003
Bachelor of Science (BS), Marketing and International Business
SumRidge Partners May 2014 - Present
Bank of America Merrill Lynch July 2005 - May 2014
Marsh & McLennan Companies, Inc. February 2004 - July 2005
Skills
Series 7, Fixed Income, Series 63, Capital Markets, Hedge Funds, Municipal Bond Trader, Bonds, Bloomberg, Trading, Series 53
Education
Fordham University - Graduate School of Business Administration 2009 — 2012
Master of Business Administration (MBA), Finance and Marketing
Penn State University 1999 — 2003
Bachelor of Science (BS), Marketing and International Business
Marvin Anadilla, CFA Marvin Anadilla, CFA's SumRidge Partners Experience June 2014 - Present
Job Credit Analyst at SumRidge Partners
Industry Financial Services
Experience
SumRidge Partners June 2014 - Present
Zazove Associates, LLC October 2009 - December 2013
Franklin Templeton Investments July 2007 - September 2009
Apple June 2006 - September 2006
Skills
Hedge Funds, Valuation, Asset Management, Investments, Equities, Equity Research, Bloomberg, Portfolio Management, Fixed Income, Alternative Investments, Financial Modeling, Asset Allocation, Capital Markets, Investment Banking, Bonds, Investment Strategies
Education
California Polytechnic State University-San Luis Obispo 2003 — 2007
BA, Finance, Accounting
SumRidge Partners June 2014 - Present
Zazove Associates, LLC October 2009 - December 2013
Franklin Templeton Investments July 2007 - September 2009
Apple June 2006 - September 2006
Skills
Hedge Funds, Valuation, Asset Management, Investments, Equities, Equity Research, Bloomberg, Portfolio Management, Fixed Income, Alternative Investments, Financial Modeling, Asset Allocation, Capital Markets, Investment Banking, Bonds, Investment Strategies
Education
California Polytechnic State University-San Luis Obispo 2003 — 2007
BA, Finance, Accounting
Jonathan Woo Jonathan Woo's SumRidge Partners Experience June 2013 - August 2013
Job Analyst at Morgan Stanley
Industry Research
Experience
Morgan Stanley July 2014 - August 2015
SumRidge Partners June 2013 - August 2013
Costco Wholesale July 2011 - September 2011
Skills
Data Analysis, Microsoft Excel, Python, SQL, PowerPoint, Microsoft Office, Peak Performance, Blogging, Microsoft Word, Writing, C++, Financial Analysis, Technical Skillset, Java, JavaScript, Economics, R
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2014
Bachelor's Degree, Economics
Morgan Stanley July 2014 - August 2015
SumRidge Partners June 2013 - August 2013
Costco Wholesale July 2011 - September 2011
Skills
Data Analysis, Microsoft Excel, Python, SQL, PowerPoint, Microsoft Office, Peak Performance, Blogging, Microsoft Word, Writing, C++, Financial Analysis, Technical Skillset, Java, JavaScript, Economics, R
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2014
Bachelor's Degree, Economics
Kim Kieu's SumRidge Partners Experience August 2015 - Present
Job
Industry Investment Banking
Experience
SumRidge Partners August 2015 - Present
J.P. Morgan June 2014 - August 2015
J.P. Morgan July 2012 - June 2014
Iowa State University September 2008 - December 2011
J.P. Morgan June 2011 - August 2011
Aviva Investors June 2010 - December 2010
Skills
Research, Microsoft Excel, PowerPoint, Microsoft Office, Statistics, Data Analysis, Microsoft Word, Analysis, Statistical Modeling, VBA, Photoshop, HTML, FTP, Public Speaking, Fundraising, Financial Analysis, Financial Modeling, Bloomberg, Risk Management, Investment Banking, Securities
Education
Iowa State University 2007 — 2012
Bachelor of Science (B.S.), Accounting
Iowa State University 2007 — 2012
Bachelor of Science (B.S.), Finance
SumRidge Partners August 2015 - Present
J.P. Morgan June 2014 - August 2015
J.P. Morgan July 2012 - June 2014
Iowa State University September 2008 - December 2011
J.P. Morgan June 2011 - August 2011
Aviva Investors June 2010 - December 2010
Skills
Research, Microsoft Excel, PowerPoint, Microsoft Office, Statistics, Data Analysis, Microsoft Word, Analysis, Statistical Modeling, VBA, Photoshop, HTML, FTP, Public Speaking, Fundraising, Financial Analysis, Financial Modeling, Bloomberg, Risk Management, Investment Banking, Securities
Education
Iowa State University 2007 — 2012
Bachelor of Science (B.S.), Accounting
Iowa State University 2007 — 2012
Bachelor of Science (B.S.), Finance
Jianzhong (John) Jiang, PhD, CFA, FRM's SumRidge Partners Experience February 2011 - Present
Job Partner at SumRidge Partners
Industry Financial Services
Experience
SumRidge Partners February 2011 - Present
HSBC Securities June 2010 - October 2010
Morgan Stanley November 2000 - June 2010
Skills
Fixed Income, Market Risk, Electronic Trading..., Financial Modeling, Municipal Bonds, Bloomberg, Credit Risk, Straight Through..., Portfolio Management, Risk Management, Electronic Trading, Financial Markets, Derivatives, Hedge Funds, Capital Markets
Education
Stony Brook University
Ph.D, Physics/Biophysics/Computer Science
Nanjing University
Physics
中国科学技术大学
BS, Physics
SumRidge Partners February 2011 - Present
HSBC Securities June 2010 - October 2010
Morgan Stanley November 2000 - June 2010
Skills
Fixed Income, Market Risk, Electronic Trading..., Financial Modeling, Municipal Bonds, Bloomberg, Credit Risk, Straight Through..., Portfolio Management, Risk Management, Electronic Trading, Financial Markets, Derivatives, Hedge Funds, Capital Markets
Education
Stony Brook University
Ph.D, Physics/Biophysics/Computer Science
Nanjing University
Physics
中国科学技术大学
BS, Physics
Bryan Hughes's SumRidge Partners Experience April 2012 - Present
Job Mortgage Trader at SumRidge Partners
Industry Financial Services
Experience
SumRidge Partners April 2012 - Present
TheMuniCenter March 2009 - February 2012
MIAC 2008 - 2009
UBS Investment Bank June 2006 - December 2007
Opteum Financial Services September 2003 - June 2006
Education
Lehigh University - College of Business and Economics
SumRidge Partners April 2012 - Present
TheMuniCenter March 2009 - February 2012
MIAC 2008 - 2009
UBS Investment Bank June 2006 - December 2007
Opteum Financial Services September 2003 - June 2006
Education
Lehigh University - College of Business and Economics
Felipe McAlister's SumRidge Partners Experience March 2011 - August 2013
Job CoFounder & CoCEO at Vineyard Tales
Industry Consumer Goods
Experience
Vineyard Tales November 2014 - Present
SumRidge Partners March 2011 - August 2013
Markit June 2010 - August 2010
Uruguayan American Foundation June 2009 - August 2009
Skills
Financial Modeling, Series 7, Business Analysis, Analytics, Derivatives, Financial Analysis, Bonds, Private Equity, Equities, Bloomberg, Economics, Microsoft Excel, Portfolio Management, Asset Management, Analysis, Valuation, Trading, Securities, Series 63, Market Data, Access, Fixed Income, Data Analysis, Visio, Trading Systems, Capital Markets, Research, Investments, Project Management, Bloomberg Terminal, Financial Markets, Hedge Funds
Education
Stevens Institute of Technology 2007 — 2011
BS, Howe School of Business
Gonzaga College High School
Vineyard Tales November 2014 - Present
SumRidge Partners March 2011 - August 2013
Markit June 2010 - August 2010
Uruguayan American Foundation June 2009 - August 2009
Skills
Financial Modeling, Series 7, Business Analysis, Analytics, Derivatives, Financial Analysis, Bonds, Private Equity, Equities, Bloomberg, Economics, Microsoft Excel, Portfolio Management, Asset Management, Analysis, Valuation, Trading, Securities, Series 63, Market Data, Access, Fixed Income, Data Analysis, Visio, Trading Systems, Capital Markets, Research, Investments, Project Management, Bloomberg Terminal, Financial Markets, Hedge Funds
Education
Stevens Institute of Technology 2007 — 2011
BS, Howe School of Business
Gonzaga College High School
Miguel Hendrickson's SumRidge Partners Experience October 2013 - Present
Job
Industry Capital Markets
Experience
SumRidge Partners October 2013 - Present
Skills
Rates, Derivatives, Fixed Income Trading, Interest Rate..., FX trading, FX Options, LATAM, Emerging Markets, Sovereign Debt
Education
Boston College 2003 — 2007
Bachelor of Science, Finance, Economics
Wilton High School 1999 — 2003
SumRidge Partners October 2013 - Present
Skills
Rates, Derivatives, Fixed Income Trading, Interest Rate..., FX trading, FX Options, LATAM, Emerging Markets, Sovereign Debt
Education
Boston College 2003 — 2007
Bachelor of Science, Finance, Economics
Wilton High School 1999 — 2003
Peter Valentien's SumRidge Partners Experience June 2010 - Present
Job Network Engineer at SumRidge Partners
Industry Information Technology and Services
Experience
SumRidge Partners June 2010 - Present
Network Information Technologies, LLC September 2008 - April 2010
Sika Corporation November 1995 - April 2007
Education
Syracuse University
BS, Mechanical Engineering
The Chubb Institute
Diploma, Computer Networking & Security
SumRidge Partners June 2010 - Present
Network Information Technologies, LLC September 2008 - April 2010
Sika Corporation November 1995 - April 2007
Education
Syracuse University
BS, Mechanical Engineering
The Chubb Institute
Diploma, Computer Networking & Security
Naina Bivalkar's SumRidge Partners Experience June 2011 - August 2011
Job SQL report developer at The Burgiss Group
Industry Computer Software
Experience
The Burgiss Group July 2012 - Present
Knight Capital Group January 2012 - May 2012
SumRidge Partners June 2011 - August 2011
Skills
Java, Microsoft SQL Server, C++, Hibernate, JavaScript, Databases, JavaSE, Core Java, Oracle SQL, jQuery, TIBCO, Private Equity, SSRS, SSIS, Portfolio Management, Microsoft CRM
Education
Stevens Institute of Technology 2010 — 2012
Master's degree, Computer Science
Stevens Institute of Technology 2010 — 2012
MS, Computer Science
Mumbai University 2005 — 2009
BE, Information Technology
The Burgiss Group July 2012 - Present
Knight Capital Group January 2012 - May 2012
SumRidge Partners June 2011 - August 2011
Skills
Java, Microsoft SQL Server, C++, Hibernate, JavaScript, Databases, JavaSE, Core Java, Oracle SQL, jQuery, TIBCO, Private Equity, SSRS, SSIS, Portfolio Management, Microsoft CRM
Education
Stevens Institute of Technology 2010 — 2012
Master's degree, Computer Science
Stevens Institute of Technology 2010 — 2012
MS, Computer Science
Mumbai University 2005 — 2009
BE, Information Technology
Yun Mao's SumRidge Partners Experience September 2010 - Present
Job Software Developer at SumRidge Partners
Industry Financial Services
Experience
SumRidge Partners September 2010 - Present
Health Solutions Plus April 1999 - August 2010
Skills
T-SQL, C#, Microsoft SQL Server, Visual Basic, Visual Studio, Java, JavaScript, SOAP, Fixed Income
Education
LIU Post 1997 — 1999
Master of Science, Information Systems
SumRidge Partners September 2010 - Present
Health Solutions Plus April 1999 - August 2010
Skills
T-SQL, C#, Microsoft SQL Server, Visual Basic, Visual Studio, Java, JavaScript, SOAP, Fixed Income
Education
LIU Post 1997 — 1999
Master of Science, Information Systems
Kieran O'Connor's SumRidge Partners Experience March 2013 - Present
Job Credit Trading at SumRidge Partners
Industry Financial Services
Experience
SumRidge Partners March 2013 - Present
Knight Capital Group May 2012 - March 2013
MPS Fixed Income February 2010 - February 2012
Pali Capital August 2009 - February 2010
Morgan Stanley July 2001 - May 2009
Education
Boston College 1996 — 2000
Bachelor of Arts (B.A.), History, Economics
Fairfield Prep
SumRidge Partners March 2013 - Present
Knight Capital Group May 2012 - March 2013
MPS Fixed Income February 2010 - February 2012
Pali Capital August 2009 - February 2010
Morgan Stanley July 2001 - May 2009
Education
Boston College 1996 — 2000
Bachelor of Arts (B.A.), History, Economics
Fairfield Prep
katherine shim's SumRidge Partners Experience April 2014 - Present
Job Director of Compliance at SumRidge Partners
Industry Financial Services
Experience
SumRidge Partners April 2014 - Present
Newedge July 2011 - March 2014
Braver Stern Securities LLC October 2009 - July 2011
Safdie Investment Services February 2009 - October 2009
OTA LLC (BD)/ OTR Global LLC (RIA) October 2005 - February 2009
SWISS AMERICAN SECURITIES INC. January 2004 - June 2005
DEUTSCHE BANK SECURITIES INC. June 2000 - December 2003
Skills
Series 4, 7, 24, 55,..., Securities, Fixed Income, FINRA, Anti Money Laundering, Hedge Funds, Trading, Equities, Capital Markets, Series 7, Financial Risk
Education
Fordham University 2006 — 2009
Master of Business Administration (MBA), Finance and Financial Management Services
SUNY at Buffalo 1995 — 2000
Bachelor of Arts (B.A.), Economics
SumRidge Partners April 2014 - Present
Newedge July 2011 - March 2014
Braver Stern Securities LLC October 2009 - July 2011
Safdie Investment Services February 2009 - October 2009
OTA LLC (BD)/ OTR Global LLC (RIA) October 2005 - February 2009
SWISS AMERICAN SECURITIES INC. January 2004 - June 2005
DEUTSCHE BANK SECURITIES INC. June 2000 - December 2003
Skills
Series 4, 7, 24, 55,..., Securities, Fixed Income, FINRA, Anti Money Laundering, Hedge Funds, Trading, Equities, Capital Markets, Series 7, Financial Risk
Education
Fordham University 2006 — 2009
Master of Business Administration (MBA), Finance and Financial Management Services
SUNY at Buffalo 1995 — 2000
Bachelor of Arts (B.A.), Economics
Deloitte
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Ernst & Young
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EY