Wainwright Investment Counsel
Located in: One Boston PlaceAddress: 201 Washington St, Boston, MA 02108 Phone: (617) 531-3100: : : : Category: Website: Hours: Place name: : : Website: http://www.winvcounsel.com/ Category: Investment service 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 missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Wainwright Investment Counsel, LLC Posting publicly on the Web Write a review Reviews Be the first to review
Wainwright Investment Counsel List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wainwright Investment Counsel. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Wainwright Investment Counsel Employees
Ernst & Young May 2011 - Present
Barris Lotterer Management Consulting 2003 - June 2011
Wainwright Investment Counsel 2000 - 2003
State Street Bank 1999 - 2000
Skills
Strategy Execution, Change Management, Cost Management, Business Process..., Lean Manufacturing, Six Sigma, Supply Chain Management, Financial Modeling, Program Management, Project Management, Performance Improvement, Analysis, Management Consulting, Management, Operational Excellence, Financial Services, Strategy, Consulting, Business Strategy, Financial Analysis, Business Process..., Business Analysis
Education
Babson College - Franklin W. Olin Graduate School of Business 2009 — 2011
MBA, Entrepreneurship
Isenberg School of Management, UMass Amherst 1994 — 1999
BA, Investment Finance
State Street June 2013 - Present
Income Research & Management May 2012 - August 2012
Wainwright Investment Counsel May 2011 - August 2011
Massachusetts Clean Energy Center May 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Research, Bloomberg, Financial Analysis, Management, Moxy, Salesforce.com, Advent, SEI CMM, Customer Service, Financial Reporting, Trade Finance, Client Development, Microsoft Word, Microsoft Office
Education
Siena College 2009 — 2013
B.S, Finance
FLAG Capital Management, LLC January 2014 - Present
FLAG Capital Management, LLC January 2011 - Present
Grant Thornton LLP October 2010 - January 2011
Huron Consulting Group December 2008 - October 2010
Isenberg School of Management September 2006 - June 2008
Truong Enterprises July 2007 - August 2007
UMass Hockey Office 2004 - 2007
Wainwright Investment Counsel June 2005 - August 2005
Skills
Private Equity, Portfolio Management, Venture Capital, Investment Management, Financial Services, Economics, Accounting, Fund Of Funds, Financial Advisory, Financial Modeling, Valuation, Financial Analysis, Alternative Investments, Corporate Finance, Investments, Due Diligence, Hedge Funds
Education
Isenberg School of Management, UMass Amherst 2004 — 2008
Bachelor of Business Administration, Finance
University of Wollongong 2007 — 2007
Boston Latin School 1998 — 2004
Wainwright Investment Counsel May 2015 - Present
Meikle Capital Management January 2014 - May 2015
Quinnipiac University August 2013 - May 2015
Quinnipiac University September 2012 - May 2013
Skills
PowerPoint, Research, Data Analysis, Training, Microsoft Excel, Public Speaking, Marketing, Social Media, Statistics, Sports, Bloomberg Terminal, Bloomberg, Social Networking, Time Management, Customer Service, Teamwork, Football, Basketball, Management, Leadership, •Computer: Advanced...
Education
Quinnipiac University 2013 — 2015
Master of Business Administration (M.B.A.), Finance, CFA Track
Quinnipiac University 2010 — 2014
Bachelor of Science (BS), Finance, General
7Sisters LLC September 2013 - Present
TAG Access Partners/The Alberleen Group November 2012 - September 2013
Dara Capital US, Inc. September 2011 - September 2012
Marwood Group May 2011 - August 2012
Amphion Innovations plc December 2009 - January 2010
Neuberger Berman December 2004 - April 2009
Wainwright Investment Counsel 1999 - 2004
HC Wainwright & Co., Inc. 1997 - 1998
Skills
Private Equity, Investments, Mutual Funds, Wealth Management, Hedge Funds, Financial Services, Investment Strategies, Business Strategy, Entrepreneurship, Start-ups, Business Planning, Funding, Strategic Partnerships, Corporate Development, Finance, Investment Management, Strategy, Executive Management, Wealth Management..., Fund Of Funds, Management, Asset Allocation, Investment Advisory, Alternative Investments, Asset Management
Education
The Masters School
The Masters School
University of Arizona
BA, Creative Writing
the
Biogen May 2015 - August 2015
Wainwright Investment Counsel May 2014 - May 2015
Skills
Stock Trading, Investment Banking, Day Trading, Management, Finance, Technical Analysis, Fundamental Analysis, Banking, Investments, Business Strategy, International Business, Economics, Trading, Entrepreneurship, Marketing, Securities, Valuation, Sales, Small Business, Financial Markets
Education
Manning School of Business
Business Administration, Economics, and Applied Mathematics, Financial Markets and Probability Analysis
Harvard University
Economics, Risk Management
CFGI February 2015 - Present
Edelstein & Company LLP September 2013 - February 2015
Wainwright Investment Counsel June 2012 - December 2012
Jeanne D' Arc Credit Union August 2011 - May 2012
Jeanne D' Arc Credit Union April 2011 - May 2012
Skills
Accounting, Financial Analysis, Economics, Financial Modeling, Corporate Finance, Finance, Microsoft Office, Microsoft Excel, Financial Research, LBO, Financial Statement..., Equity Analysis, DCF Valuation, M&A Modeling, Precedent Transactions, Valuation
Education
University of Massachusetts at Lowell 2009 — 2013
Bachelor of Science, Business Administration; Accounting and Finance concentration
Putnam Investments July 2015 - Present
Old Mutual Asset Management October 2013 - January 2015
Brown Brothers Harriman June 2011 - October 2013
Brown Brothers Harriman May 2010 - August 2010
Wainwright Investment Counsel May 2009 - August 2009
Skills
Financial Modeling, Financial Analysis, Finance, Investments, Microsoft Excel, Research, Microsoft Word, Microsoft Office, JavaScript, HTML, CSS, PHP, MySQL, Bloomberg, Matlab, Auditing, Portfolio Management, Data Analysis, Analysis
Education
University of Rochester 2007 — 2011
Bachelor of Arts, Financial Economics
Buckingham Brown & Nichols High School 2003 — 2007
Eaton Vance December 2014 - Present
Sentinel Benefits & Financial Group September 2013 - February 2014
New England Investment and Retirement Group, Inc. June 2013 - August 2013
Detwiler Fenton October 2011 - June 2013
Wainwright Investment Counsel May 2002 - October 2011
FundQuest November 2000 - May 2002
Cabot Money Management November 1995 - November 2000
Skills
Series 7, 24, 53 and 66, Equities, Mutual Funds, Fixed Income, Wealth Management, CRM, Trading, Portfolio Management, Investments, Analysis, Investment Management
Education
Salem State University 1989 — 1994
Bachelor of Science, Communications
Foster Dykema Cabot Wealth StategiesFleet BankDecember 2000 - August 2003
Wainwright Investment Counsel 1994 - 2000
Education
Bentley University 1989 — 1993
BS, Eco-FI
Wheeler School 1985 — 1989
Wainwright Investment Counsel September 2003 - Present
Skills
Corporate Benefits, 401k, Benefits Administration, Retirement, Payroll, COBRA, Plan Design, Defined Benefit, Flexible Spending..., Cafeteria Plans, Plan Administration, Ceridian, Benefit Administration, FSA, Dental, Renewals, Group Benefits, FLSA, Health Plans, Employee Benefits, Benefits, IRS, Employee Handbooks, Open Enrollment, Health Insurance
Education
Bentley College 1994 — 1996
MS, Accounting
Brandeis University 1984 — 1989
BS, Judaic Studiies
Carey & Giampa Realtors July 2014 - Present
Babcock Power, Inc. May 2010 - August 2013
Babcock Power Environmental April 2008 - May 2010
Brooke Private Equity Advisors October 2006 - January 2008
Cambridge Associates January 2005 - October 2006
Wainwright Investment Counsel June 2003 - September 2003
State Street June 2002 - December 2002
Skills
Due Diligence, Venture Capital, Energy, Private Equity, Investments, Energy Efficiency, Biomass, Power Generation, Solar Energy, Renewable Energy, Cleantech, Alternative Energy, Portfolio Management, Power Plants, Energy Management, Wind, Finance, Sustainability, Mergers & Acquisitions, Contract Negotiation, Engineering, Energy Policy, Business Strategy, Financial Modeling, Energy, industry, Real Estate, Real Estate Transactions, Commercial Real Estate
Education
Boston University - School of Management 2009 — 2013
MBA, Business Administration and Management, General
Merrimack College 2001 — 2004
Bachelor of Science (B.S.), Finance
Wainwright Investment Counsel February 2007 - August 2008
Education
Saint Louis University 2002 — 2006
Bachelors, Business Entrepreneurship, Art History
Visitation Academy 1987 — 2002
FINRA
Series 7 - 86%, General Securities Representative Examination
Putnam Investments November 2013 - Present
Putnam Investments April 2012 - October 2013
Wainwright Investment Counsel January 2010 - March 2012
Wainwright Investment Counsel June 2007 - December 2009
Education
University of Massachusetts Boston 2007 — 2009
History
Framingham State College 2005 — 2007
Hingham High School 2001 — 2005
Wainwright Investment Counsel June 1997 - Present
State Street Bank October 1988 - June 1997
Skills
401k, Retirement, Customer Service, Process Improvement, Project Management, Series 7, Series 24, Series 63, Series 65, Financial Accounting
Education
Merrimack College 1982 — 1985
Bachelor's degree, Accounting and Finance
New England College 1981 — 1982
Kuwait Petroleum Corporation February 2012 - Present
Wainwright Investment Counsel June 2011 - December 2011
Wainwright Investment Counsel June 2011 - December 2011
Skills
Analytics, Statistics, Reading, Marketing Communications, Presentations, Publications, Philosophy, Empirical Research, Marketing Strategy, Market Pricing, Equities, High Yield Bonds, Municipal Bonds, Futures Trading, Marketing Research, Due Diligence, Hedge Funds, Portfolio Management, Financial Risk, Commodity, Bloomberg Terminal, Market Research, Asset Allocation, Finance
Education
Bentley University 2007 — 2011
Bachelor of Science (B.S.), Finance, General
American School of Kuwait