Witter Asset Management
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Witter Asset Management Employees
RBC Capital Markets January 2012 - Present
FBR June 2011 - November 2011
FBR June 2010 - August 2010
Witter Asset Management January 2010 - March 2010
Skills
Valuation, Investment Banking, Financial Modeling, Financial Analysis
Education
Dartmouth College
Mathematics and Economics
Morgan Stanley Wealth Management July 2013 - Present
Changing Our World, Inc. June 2012 - July 2013
kasina June 2011 - August 2011
Princeton University June 2010 - June 2011
Witter Asset Management June 2010 - August 2010
Skills
Client Development, Client Co-ordination, Client Relations Skills, Project Management, Event Management, Operations Management, Financial Analysis, Research, Market Research, Financial Modeling
Education
Princeton University 2008 — 2012
BA, History, American Studies
Deloitte September 2015 - Present
Deloitte September 2013 - August 2015
Sageworks, Inc. May 2012 - July 2012
Center on Globalization, Governance, and Competition January 2012 - May 2012
Witter Asset Management May 2011 - July 2011
University of Dayton Research Institute May 2010 - July 2010
Education
Duke University 2009 — 2013
B.S.E.
MHR Fund Management LLC August 2015 - Present
IBM Global Business Services August 2013 - August 2015
Gigs for Good May 2012 - May 2014
Ralph Lauren June 2012 - August 2012
Witter Asset Management June 2011 - August 2011
Skills
Team Leadership, Golf, Microsoft Office, Sales, Project Planning, Business Strategy, Entrepreneurship, Organizational Design, Social Media, Research, Analysis, Microsoft Excel, Analytics
Education
Columbia University in the City of New York 2009 — 2013
BA, Economics
Detroit Catholic Central High School 2005 — 2009
Procedyne Corp August 2014 - Present
Procedyne Corp. August 2013 - August 2014
Procedyne Corp July 2012 - August 2013
Witter Asset Management June 2011 - September 2011
Protiviti September 2009 - September 2010
Deutsche Bank June 2008 - August 2008
Feway Partners January 2008 - May 2008
Skills
Russian, Hebrew, Bloomberg Terminal, Deal Maven Levels 1 and..., Microsoft Office, Java, VBA, Volunteer Firefighter
Education
David D. Robinson Institute for Jewish Heritage 2010 — 2012
Graduate, Graduate program in Jewish Law, Business, Philosophy, and Ethics
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2009
Bachelor of Science (BS), Finance
Morgan Stanley June 2014 - Present
Eureka Capital November 2013 - May 2014
NYU Department of Athletics September 2010 - May 2014
SAC Capital June 2013 - August 2013
Credit Suisse June 2012 - August 2012
Witter Asset Management September 2011 - December 2011
Skills
Facebook, Research, Microsoft Excel, Management, Marketing, PowerPoint, Microsoft Office, Bloomberg Terminal, Social Media, Newsletters, Sports, Valuation, Investment Banking, Financial Analysis, Data Analysis
Education
NYU 2010 — 2014
Bachelor of Science (BS), Finance
NYU Stern School of Business 2010 — 2014
Bachelor of Science (BS), Finance, General
Walt Whitman High School 2006 — 2010
The Trade Desk, Inc. March 2015 - Present
Trillium September 2012 - March 2015
Witter Asset Management July 2011 - August 2011
Skills
Bloomberg, Financial Modeling, Trading, Capital Markets, Options, Bloomberg Terminal, Equities, Valuation, Derivatives, Fixed Income, Financial Markets, Financial Analysis, Investments, Portfolio Management, Asset Managment, Equity Research, Series 7
Education
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor of Science, Economics
Weddington High School
Mark43 October 2013 - Present
ZocDoc September 2011 - August 2013
Goldman Sachs June 2011 - August 2011
Columbia Organization of Rising Entrepreneurs April 2009 - July 2011
GQ Painting LLC December 2009 - June 2011
Witter Asset Management December 2010 - May 2011
Skills
C#, SQL, Git, .NET, JavaScript, jQuery, Software Development, Software Engineering, Statistics, Java, Node.js, Backbone.js, MySQL, PostgreSQL, Microsoft SQL Server, Redis
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2009 — 2014
BS, Computer Science
Phillips Exeter Academy 2005 — 2009
Barclays Investment Bank September 2015 - Present
S&P Capital IQ July 2014 - August 2015
UBS June 2013 - August 2013
Triton Research May 2012 - August 2012
Witter Asset Management May 2011 - July 2011
Skills
Microsoft Excel, Social Media, Research, PowerPoint, Social Media Marketing, Microsoft Office, Social Networking, Facebook, Teamwork, Entrepreneurship, Spanish, Data Analysis, Microsoft Word, Public Speaking, Market Research, Marketing, Leadership, Sales
Education
Emory University - Goizueta Business School 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General
Gerald Metals August 2014 - Present
Mizuho Securities USA Inc. June 2012 - August 2012
Goldman Sachs June 2011 - August 2011
Witter Asset Management January 2011 - May 2011
Personal e-Motion Pte.Ltd February 2008 - June 2008
Skills
Financial Analysis, Bloomberg, Capital IQ, Python, Passed CFA Level 1, Portfolio Management, Analysis, Derivatives, Data Analysis, Equity Research, Economics, Capital Markets
Education
Massachusetts Institute of Technology - Sloan School of Management 2013 — 2014
Master of Finance, Finance
New York University - Leonard N. Stern School of Business 2009 — 2013
Bsc, Finance, Statistics
Hwa Chong Junior College 2007 — 2008
GCE 'A' Level, Science
J.P. Morgan July 2014 - Present
J.P. Morgan July 2011 - June 2014
J.P. Morgan June 2010 - August 2010
Witter Asset Management June 2009 - July 2009
Skills
Financial Modeling, Valuation, Bloomberg, Equities, Corporate Finance, Equity Research, Financial Analysis, Data Analysis, Investments, Research
Education
Harvard University 2007 — 2011
BA, Government
Chapin School 1994 — 2007
DoorDash April 2015 - Present
Square August 2014 - April 2015
Open Canal Inc. June 2013 - May 2014
New York University August 2012 - May 2014
New York University January 2011 - May 2014
Wells Fargo Advisors September 2011 - December 2011
National Securities June 2011 - August 2011
Witter Asset Management February 2011 - May 2011
Skills
Public Speaking, Entrepreneurship, Team Leadership, PowerPoint, Idea Generation, Management
Education
New York University - Leonard N. Stern School of Business
Bachelor's, Management, Social Entrepreneurship
East China Normal University
Study Abroad, Chinese Language, Marketing, US-China Politics, Management
WOLACO, Inc. 2013 - 2015
Buckingham Browne & Nichols School March 2014 - May 2014
Cambridge Queen's Head September 2013 - May 2014
Cambridge School Volunteers September 2013 - March 2014
Barclays June 2012 - August 2012
The Next Step Realty September 2011 - May 2012
Witter Asset Management June 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Social Media, Research, Event Planning, Microsoft Word, Economics, Management, Statistics, Trading, Equities, Investments, Microsoft Office, Entrepreneurship, Leadership, SPSS
Education
Columbia University in the City of New York 2015 — 2015
Biochemistry
Harvard Extension School 2013 — 2014
None, Pre-Health Careers Coursework
Harvard University 2009 — 2013
BA, Economics
Delbarton School 2005 — 2009
ONEOK July 2015 - Present
ONEOK October 2013 - Present
ONEOK November 2012 - October 2013
Dahlman Rose & Co. June 2011 - August 2011
Witter Asset Management September 2010 - February 2011
Golden Gas Service Company May 2010 - August 2010
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2008 — 2012
Bachelors, Mechanical Enginnering
RBC Capital Markets March 2015 - Present
ClubCrown June 2012 - January 2015
Glaser Consulting October 2013 - December 2014
Witter Asset Management November 2009 - January 2011
Skills
Marketing Strategy, Marketing, Start-ups, Product Development, Investments, Negotiation, Finance, Account Management, Research, Social Media, Entrepreneurship, Social Media Marketing, Leadership, Social Networking, Sales, Business Strategy, Strategic Planning, Customer Service, Digital Marketing, Advertising, Public Speaking, Market Research, Strategy
Education
Columbia University in the City of New York 2008 — 2012
Bachelor of Arts (B.A.), Double Major: Economics and History, Adjusted GPA 3.6/4.0
Beverly Hills High School 2004 — 2008
Triller May 2015 - Present
Columbia University August 2011 - Present
NBCUniversal, Inc. August 2014 - December 2014
Columbia Volleyball Camps July 2014 - August 2014
NBCUniversal, Inc. June 2014 - August 2014
NBCUniversal, Inc. September 2013 - December 2013
Meredith June 2013 - July 2013
Witter Asset Management July 2012 - August 2012
Skills
Microsoft Word, Microsoft Excel, Spanish-speaking, Public Speaking, Teamwork, Determination, Fast Learner, Organization, Efficiency, Spanish
Education
Columbia University in the City of New York 2011 — 2014
Bachelor of Arts (B.A.), English Language and Literature, General
University of Utah 2010 — 2011
Altrinsic Global Advisors September 2010 - Present
Witter Asset Management July 2007 - September 2010
Education
Columbia Engineering 2003 — 2007
BS, Operations Research
Columbia University in the City of New York 2003 — 2007
VV Capital Management, LP September 2013 - Present
The Connable Office, Inc. July 2012 - August 2013
The Connable Office, Inc. July 2010 - July 2012
Witter Asset Management June 2009 - July 2009
Hong Kong Monetary Authority July 2008 - August 2008
Skills
Excel, VBA, Word, Data Analysis, Forecasting, Financial Analysis, Financial Modeling, Financial Accounting, Investments, Equities, Equity Research, Equity Valuation, Sector Analysis, Buy-side, Analysis, Portfolio Management, Corporate Finance, Microsoft Excel
Education
Brown University 2006 — 2010
ScB, Applied Mathematics - Economics
Sharon High School 2002 — 2006
Lord Abbett January 2010 - Present
Witter Asset Management August 2009 - September 2009
MBA Mortgage Corporation January 2009 - May 2009
Skills
Bonds
Education
Cornell University 2006 — 2008
BS, Applied Economics and Management, Finance
Regis High School 2002 — 2006
Tiger Global Management September 2014 - Present
Barclays Capital July 2011 - July 2014
Barclays Capital June 2010 - August 2010
Witter Asset Management May 2009 - June 2009
Skills
Financial Modeling, Bloomberg, Valuation, Equities, Fixed Income, Derivatives, Capital Markets, Financial Analysis
Education
University of Pennsylvania 2007 — 2011
BS (The Wharton School), Finance
University of Pennsylvania 2007 — 2011
BA in Mathematics, Mathematics
Warburg Pincus LLC August 2015 - Present
Bank of America July 2013 - July 2015
8 Rivers Capital October 2012 - February 2013
Headlands Capital, Inc. August 2012 - January 2013
Bank of America June 2012 - August 2012
Carrboro Capital January 2012 - May 2012
Vulcain September 2011 - December 2011
Falcon Capital Partners, LLC June 2011 - August 2011
Witter Asset Management June 2010 - August 2010
Skills
Investment Banking, Mergers & Acquisitions, Private Equity, Valuation, Entrepreneurship, Financial Modeling, Venture Capital, Equity Research, Economics, Corporate Finance, Due Diligence, Corporate Development
Education
Duke University 2009 — 2013
Bachelor of Arts (B.A.)
Episcopal Academy
Witter Asset Management March 2010 - Present
Evercore Partners 2003 - 2006
Education
Columbia University in the City of New York