Ativo Capital Management LLC
Industry: Company
DescriptionFounded: 2001 Subsidiary: Ativo Capital Management, LLC, Research Division
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Ativo Capital Management LLC Employees
Employee
Years
Job
Industry
Athang Mistry Athang Mistry's Ativo Capital Management LLC Experience May 2013 - Present
Job Securities Data Analyst at Ativo Capital Management LLC
Industry Financial Services
Experience
Ativo Capital Management LLC May 2013 - Present
Skills
Financial Analysis, Microsoft Office, Microsoft Excel, Management, Microsoft Word, Finance, Leadership, PowerPoint, Project Management, Business Analysis
Education
Dominican University 2007 — 2012
Master of Business Administration (M.B.A.), Finance, General
Jamnabai Narsee School 1994 — 2004
Ativo Capital Management LLC May 2013 - Present
Skills
Financial Analysis, Microsoft Office, Microsoft Excel, Management, Microsoft Word, Finance, Leadership, PowerPoint, Project Management, Business Analysis
Education
Dominican University 2007 — 2012
Master of Business Administration (M.B.A.), Finance, General
Jamnabai Narsee School 1994 — 2004
Grace Cammack Grace Cammack's Ativo Capital Management LLC Experience October 2009 - April 2011
Job Marketing Intern at Superior Energy Services
Industry Financial Services
Experience
Superior Energy Services June 2015 - Present
Fund17 May 2015 - Present
Lakeside Middle School June 2013 - June 2014
Teach For America June 2011 - June 2013
Ativo Capital Management LLC October 2009 - April 2011
Skills
Teaching, Tutoring, Staff Development, Lesson Planning, Mathematics Education, Classroom, Community Engagement, Differentiated..., K-12, Algebra, Classroom Management, Technology Integration, Educational Leadership, Curriculum Design, Data Analysis, Microsoft Excel, Strategic Planning
Education
Tulane University 2014 — 2016
Master of Business Administration (M.B.A.), Analytics and Marketing
DePaul University 2008 — 2011
Bachelor of Arts (B.A.), Economics
Lubbock High School 2005 — 2008
International Baccalaureate Diploma
Superior Energy Services June 2015 - Present
Fund17 May 2015 - Present
Lakeside Middle School June 2013 - June 2014
Teach For America June 2011 - June 2013
Ativo Capital Management LLC October 2009 - April 2011
Skills
Teaching, Tutoring, Staff Development, Lesson Planning, Mathematics Education, Classroom, Community Engagement, Differentiated..., K-12, Algebra, Classroom Management, Technology Integration, Educational Leadership, Curriculum Design, Data Analysis, Microsoft Excel, Strategic Planning
Education
Tulane University 2014 — 2016
Master of Business Administration (M.B.A.), Analytics and Marketing
DePaul University 2008 — 2011
Bachelor of Arts (B.A.), Economics
Lubbock High School 2005 — 2008
International Baccalaureate Diploma
Amanda Dice's Ativo Capital Management LLC Experience January 2015 - Present
Job Senior Performance Analyst at Ativo Capital Management LLC
Industry Financial Services
Experience
Ativo Capital Management LLC January 2015 - Present
Ativo Capital Management LLC October 2012 - December 2014
Ativo Capital Management LLC March 2012 - September 2012
Eileen Burkhart & Co., LLC May 2009 - March 2010
Skills
Financial Analysis, Microsoft Excel, Financial Modeling, Corporate Finance, Excel, Microsoft Office, Economics, Mathematics, PowerPoint, Research, Microsoft Word, Word
Education
Loyola University of Chicago 2010 — 2012
Masters of Science, Finance
John Carroll University 2006 — 2010
Bachelor of Arts, Economics, Mathematics, Business
North Allegheny High School 2002 — 2006
Ativo Capital Management LLC January 2015 - Present
Ativo Capital Management LLC October 2012 - December 2014
Ativo Capital Management LLC March 2012 - September 2012
Eileen Burkhart & Co., LLC May 2009 - March 2010
Skills
Financial Analysis, Microsoft Excel, Financial Modeling, Corporate Finance, Excel, Microsoft Office, Economics, Mathematics, PowerPoint, Research, Microsoft Word, Word
Education
Loyola University of Chicago 2010 — 2012
Masters of Science, Finance
John Carroll University 2006 — 2010
Bachelor of Arts, Economics, Mathematics, Business
North Allegheny High School 2002 — 2006
Adan Galvan, CFA Adan Galvan, CFA's Ativo Capital Management LLC Experience January 2010 - Present
Job Senior Portfolio Manager/ Head Trader
Industry Financial Services
Experience
Ativo Capital Management LLC January 2010 - Present
Ativo Capital Management LLC May 2006 - Present
Euphoria Design Inc. February 2005 - May 2006
Connexions January 2002 - January 2005
Skills
Equity Valuation, Trading, Equities, Portfolio Management, Asset Managment, Investments, Financial Analysis, Financial Modeling, Asset Allocation, Finance, Risk Management, Valuation, Capital Markets, Trading Strategies, Foreign Exchange, Electronic Trading, Trading Systems, Derivatives
Education
Loyola University of Chicago - Graduate School of Business 2005 — 2007
MBA, Finance
Rice University 1997 — 2001
Bachelor of Arts (B.A.), Psychology
Ativo Capital Management LLC January 2010 - Present
Ativo Capital Management LLC May 2006 - Present
Euphoria Design Inc. February 2005 - May 2006
Connexions January 2002 - January 2005
Skills
Equity Valuation, Trading, Equities, Portfolio Management, Asset Managment, Investments, Financial Analysis, Financial Modeling, Asset Allocation, Finance, Risk Management, Valuation, Capital Markets, Trading Strategies, Foreign Exchange, Electronic Trading, Trading Systems, Derivatives
Education
Loyola University of Chicago - Graduate School of Business 2005 — 2007
MBA, Finance
Rice University 1997 — 2001
Bachelor of Arts (B.A.), Psychology
Yunkao Su, FRM, CDCS Yunkao Su, FRM, CDCS's Ativo Capital Management LLC Experience August 2007 - December 2008
Job Sr. Merchandiser at Wholesale Interiors
Industry International Trade and Development
Experience
Wholesale Interiors, Inc. 2011 - Present
CHINA CITIC BANK July 2009 - June 2011
Zhejiang Zhongda Futures Co., Ltd March 2009 - July 2009
Ativo Capital Management LLC August 2007 - December 2008
Skills
Letters Of Credit, International Trade, Mandarin, International Business, Financial Modeling, SWIFT messaging, Customer Service
Education
Illinois Institute of Technology 2006 — 2008
Master of Science, Finance
University of International Business and Economics 2002 — 2006
BA, Finance
Wholesale Interiors, Inc. 2011 - Present
CHINA CITIC BANK July 2009 - June 2011
Zhejiang Zhongda Futures Co., Ltd March 2009 - July 2009
Ativo Capital Management LLC August 2007 - December 2008
Skills
Letters Of Credit, International Trade, Mandarin, International Business, Financial Modeling, SWIFT messaging, Customer Service
Education
Illinois Institute of Technology 2006 — 2008
Master of Science, Finance
University of International Business and Economics 2002 — 2006
BA, Finance
Dennis Aust Dennis Aust's Ativo Capital Management LLC Experience October 2013 - Present
Job Deputy Chief Investment Officer & Director of Research at Ativo Capital Management LLC
Industry Investment Management
Experience
Ativo Capital Management LLC October 2013 - Present
Ativo Research LLC July 2011 - October 2013
CharterMast Partners LLC 2001 - October 2013
Chicago Booth Alumni Club November 2009 - October 2011
Computer Sciences Corp 1998 - 2001
Industrial, Professional Services, and Education Sector Clients 1993 - 1998
Callard, Madden & Associates Inc 1985 - 1993
FMC Corporation June 1980 - April 1985
Skills
Mergers, Marketing Strategy, Due Diligence, Financial Analysis, Business Strategy, Financial Modeling, Business Valuation, Valuation, Managerial Finance, Analysis, Strategic Planning, Finance, Portfolio Management, Competitive Analysis, Business Planning, Restructuring, Corporate Finance, Investments, Entrepreneurship, Business Analysis, Business Development, Market Research, Capital Markets, Asset Managment, Asset Management, Start-ups, Strategy, Cross-functional Team..., Management, Management Consulting, Strategic Partnerships, Executive Management, Private Equity, Consulting, Corporate Development, Mergers & Acquisitions, Analytics, Economics, Venture Capital, Market Analysis, Strategic Consulting, Banking, M&A experience, Risk Management, Business Transformation, Growth Strategies, Investment Banking, Market Entry, Financial Services, Quantitative Analytics
Education
The University of Chicago Booth School of Business 1978 — 1980
MBA, Management Science, Finance
The University of Chicago 1975 — 1979
BA, Chemistry, Business
Ativo Capital Management LLC October 2013 - Present
Ativo Research LLC July 2011 - October 2013
CharterMast Partners LLC 2001 - October 2013
Chicago Booth Alumni Club November 2009 - October 2011
Computer Sciences Corp 1998 - 2001
Industrial, Professional Services, and Education Sector Clients 1993 - 1998
Callard, Madden & Associates Inc 1985 - 1993
FMC Corporation June 1980 - April 1985
Skills
Mergers, Marketing Strategy, Due Diligence, Financial Analysis, Business Strategy, Financial Modeling, Business Valuation, Valuation, Managerial Finance, Analysis, Strategic Planning, Finance, Portfolio Management, Competitive Analysis, Business Planning, Restructuring, Corporate Finance, Investments, Entrepreneurship, Business Analysis, Business Development, Market Research, Capital Markets, Asset Managment, Asset Management, Start-ups, Strategy, Cross-functional Team..., Management, Management Consulting, Strategic Partnerships, Executive Management, Private Equity, Consulting, Corporate Development, Mergers & Acquisitions, Analytics, Economics, Venture Capital, Market Analysis, Strategic Consulting, Banking, M&A experience, Risk Management, Business Transformation, Growth Strategies, Investment Banking, Market Entry, Financial Services, Quantitative Analytics
Education
The University of Chicago Booth School of Business 1978 — 1980
MBA, Management Science, Finance
The University of Chicago 1975 — 1979
BA, Chemistry, Business
Ram Gopal Gandikota Ram Gopal Gandikota's Ativo Capital Management LLC Experience October 2013 - Present
Job Principal Associate Director of Research\Senior Portfolio Manager
Industry Financial Services
Experience
Ativo Capital Management LLC October 2013 - Present
Stuart Investments January 2011 - Present
Ativo Research LLC August 2008 - September 2013
ACCION Chicago March 2010 - March 2012
Ativo Research LLC July 2007 - July 2008
Ativo Research LLC June 2005 - June 2007
AIESEC (Visakhapatnam - India) January 2003 - June 2004
Skills
Portfolio Management, Quantitative Analytics, Portfolio Optimization, Risk Management, Financial Modeling, Quantitative Finance, Equities, Valuation, Financial Analysis, Corporate Finance, Data Analysis, Economics, Business Strategy, R, Equity Research, Econometrics, Program Management, Strategic Planning, Analytics, Business Valuation, Time Series Analysis, Data Base Programming
Education
Illinois Institute of Technology 2004 — 2006
M.S
Jawaharlal Nehru Technological University 2000 — 2004
B.Tech
Visakha Valley School
Ativo Capital Management LLC October 2013 - Present
Stuart Investments January 2011 - Present
Ativo Research LLC August 2008 - September 2013
ACCION Chicago March 2010 - March 2012
Ativo Research LLC July 2007 - July 2008
Ativo Research LLC June 2005 - June 2007
AIESEC (Visakhapatnam - India) January 2003 - June 2004
Skills
Portfolio Management, Quantitative Analytics, Portfolio Optimization, Risk Management, Financial Modeling, Quantitative Finance, Equities, Valuation, Financial Analysis, Corporate Finance, Data Analysis, Economics, Business Strategy, R, Equity Research, Econometrics, Program Management, Strategic Planning, Analytics, Business Valuation, Time Series Analysis, Data Base Programming
Education
Illinois Institute of Technology 2004 — 2006
M.S
Jawaharlal Nehru Technological University 2000 — 2004
B.Tech
Visakha Valley School
Jiarui (Jerry) Li's Ativo Capital Management LLC Experience June 2015 - Present
Job Data Analytics Intern at Ativo Capital Management LLC
Industry Information Technology and Services
Experience
Ativo Capital Management LLC June 2015 - Present
DePaul University September 2014 - Present
The University of Arizona January 2013 - May 2013
The University of Arizona BookStore June 2012 - September 2012
Skills
Data Analysis, Statistics, Data Mining, SAS, Financial Economics, Python, R, Business Intelligence, Predictive Analytics, Data Modeling, Database Programming, Time Series Analysis, Microsoft Visio, SPSS, Microsoft Office, SQL, Oracle SQL Developer, Microsoft SQL Server, Microsoft Visual Studio..., Stata, Microsoft Dynamics AX, ERP, Hadoop, Hive, Data Visualization, Tableau
Education
DePaul University 2014 — 2016
Master of Science (M.S.), Business Intelligence, 3.92/4.0
University of Arizona, Eller College of Management 2013 — 2014
Graduate Certificate, Business Intelligence and Analytics
University of Arizona 2010 — 2013
Bachelor of Arts (B.A.), Economics, 3.42/4.0
Ativo Capital Management LLC June 2015 - Present
DePaul University September 2014 - Present
The University of Arizona January 2013 - May 2013
The University of Arizona BookStore June 2012 - September 2012
Skills
Data Analysis, Statistics, Data Mining, SAS, Financial Economics, Python, R, Business Intelligence, Predictive Analytics, Data Modeling, Database Programming, Time Series Analysis, Microsoft Visio, SPSS, Microsoft Office, SQL, Oracle SQL Developer, Microsoft SQL Server, Microsoft Visual Studio..., Stata, Microsoft Dynamics AX, ERP, Hadoop, Hive, Data Visualization, Tableau
Education
DePaul University 2014 — 2016
Master of Science (M.S.), Business Intelligence, 3.92/4.0
University of Arizona, Eller College of Management 2013 — 2014
Graduate Certificate, Business Intelligence and Analytics
University of Arizona 2010 — 2013
Bachelor of Arts (B.A.), Economics, 3.42/4.0
Derek Larsen's Ativo Capital Management LLC Experience May 2011 - May 2012
Job Midwest Territory Manager Bendheim Architectural Glass & Wall Systems Divisions
Industry Building Materials
Experience
S.A. Bendheim July 2014 - Present
Arcspec May 2012 - June 2014
Ativo Capital Management LLC May 2011 - May 2012
Schneider Electric June 2010 - May 2011
United Technologies May 2009 - August 2009
Larson and Darby Group May 2008 - August 2008
Ollmann Ernest Martin 2006 - 2007
Skills
Microsoft Office, Revit, Photoshop, InDesign, Microsoft Excel, PowerPoint, AutoCAD, Project Management, Illustrator, SketchUp, Microsoft Word, Business Development, Marketing, Research, Marketing Strategy, Strategic Planning, Strategy, Project Planning, Adobe Creative Suite, Project Coordination, Product Marketing, Sales
Education
University of Illinois at Urbana-Champaign 2009 — 2012
Master of Business Administration (M.B.A.), Marketing
University of Illinois at Urbana-Champaign 2009 — 2012
Master's Degree, Architecture
University of Illinois at Urbana-Champaign 2005 — 2009
Bachelor's Degree, Architecture
École Nationale Supérieure d'Architecture de Versailles (ENSAV) 2007 — 2008
Architecture
S.A. Bendheim July 2014 - Present
Arcspec May 2012 - June 2014
Ativo Capital Management LLC May 2011 - May 2012
Schneider Electric June 2010 - May 2011
United Technologies May 2009 - August 2009
Larson and Darby Group May 2008 - August 2008
Ollmann Ernest Martin 2006 - 2007
Skills
Microsoft Office, Revit, Photoshop, InDesign, Microsoft Excel, PowerPoint, AutoCAD, Project Management, Illustrator, SketchUp, Microsoft Word, Business Development, Marketing, Research, Marketing Strategy, Strategic Planning, Strategy, Project Planning, Adobe Creative Suite, Project Coordination, Product Marketing, Sales
Education
University of Illinois at Urbana-Champaign 2009 — 2012
Master of Business Administration (M.B.A.), Marketing
University of Illinois at Urbana-Champaign 2009 — 2012
Master's Degree, Architecture
University of Illinois at Urbana-Champaign 2005 — 2009
Bachelor's Degree, Architecture
École Nationale Supérieure d'Architecture de Versailles (ENSAV) 2007 — 2008
Architecture
Ramanathan Sundaram's Ativo Capital Management LLC Experience July 2010 - November 2010
Job Investment Management Professional
Industry Investment Management
Experience
Northern Trust Asset Management November 2011 - Present
State Street Global Advisors June 2011 - August 2011
Ativo Capital Management LLC July 2010 - November 2010
Interactive Data Corporation July 2006 - June 2010
Oracle Corporation January 2001 - July 2006
Infosys Technologies Limited May 1998 - January 2001
Skills
Quantitative Research, Portfolio Management, Equities, Investments, Financial Modeling, Asset Management, Software Development, Management, Leadership, Asset Managment
Education
The University of Chicago - Booth School of Business 2009 — 2012
MBA, Analytic Finance, Econometrics, Accounting and Strategic Management
Northeastern University 2001 — 2004
M.S, Computer Science
Birla Institute of Technology and Science 1994 — 1998
BS, Instrumentation Engineering
Northern Trust Asset Management November 2011 - Present
State Street Global Advisors June 2011 - August 2011
Ativo Capital Management LLC July 2010 - November 2010
Interactive Data Corporation July 2006 - June 2010
Oracle Corporation January 2001 - July 2006
Infosys Technologies Limited May 1998 - January 2001
Skills
Quantitative Research, Portfolio Management, Equities, Investments, Financial Modeling, Asset Management, Software Development, Management, Leadership, Asset Managment
Education
The University of Chicago - Booth School of Business 2009 — 2012
MBA, Analytic Finance, Econometrics, Accounting and Strategic Management
Northeastern University 2001 — 2004
M.S, Computer Science
Birla Institute of Technology and Science 1994 — 1998
BS, Instrumentation Engineering
Sandra Alva's Ativo Capital Management LLC Experience April 2008 - August 2008
Job Sales Operations Manager
Industry Marketing and Advertising
Experience
Mosaic Sales Solutions February 2015 - Present
Leo Burnett September 2013 - February 2015
Leo Burnett May 2010 - August 2013
Enlace Chicago October 2008 - May 2010
Ativo Capital Management LLC April 2008 - August 2008
Salomon Smith Barney November 2006 - April 2007
Merrill Lynch June 2006 - August 2006
Skills
Financial Analysis, Financial Reporting, Microsoft Office, Financial Modeling, Finance, Budgets, Strategic Planning, Accounting, Management, Microsoft Excel, Analysis, Forecasting, Cross Functional Team...
Education
DePaul University 2004 — 2009
Bachelor, Finance
Mosaic Sales Solutions February 2015 - Present
Leo Burnett September 2013 - February 2015
Leo Burnett May 2010 - August 2013
Enlace Chicago October 2008 - May 2010
Ativo Capital Management LLC April 2008 - August 2008
Salomon Smith Barney November 2006 - April 2007
Merrill Lynch June 2006 - August 2006
Skills
Financial Analysis, Financial Reporting, Microsoft Office, Financial Modeling, Finance, Budgets, Strategic Planning, Accounting, Management, Microsoft Excel, Analysis, Forecasting, Cross Functional Team...
Education
DePaul University 2004 — 2009
Bachelor, Finance
Philip Halpern's Ativo Capital Management LLC Experience April 2015 - Present
Job Private Investor, Fiduciary and Advisor
Industry Investment Management
Experience
Edgeline Capital Partners 2009 - Present
Deutsche Asset & Wealth Management, RREEF America REIT II 1998 - Present
healtEgames, Inc. May 2014 - Present
Duet India Hotels Limited 2007 - Present
NationsBuilders Insurance Services, Inc. 2006 - Present
Ativo Capital Management LLC April 2015 - Present
Frontenac Company 2007 - December 2014
Oxford Financial Group, Ltd. 2006 - 2014
Tellus Asset Management 2006 - 2010
Dow Jones Hedge Fund Indices 2002 - 2010
Skills
Investments, Portfolio Management, Investment Management, Alternative Investments, Private Equity, Emerging Markets, Asset Management, Investment Strategies, Capital Markets, Hedge Funds, cybersecurity
Education
Northwestern University - Kellogg School of Management 1979 — 1981
A.B.D., Strategic Planning
University of California, Los Angeles 1976 — 1978
M.B.A., Finance
Grinnell College 1972 — 1975
A.B., Anthropology
Edgeline Capital Partners 2009 - Present
Deutsche Asset & Wealth Management, RREEF America REIT II 1998 - Present
healtEgames, Inc. May 2014 - Present
Duet India Hotels Limited 2007 - Present
NationsBuilders Insurance Services, Inc. 2006 - Present
Ativo Capital Management LLC April 2015 - Present
Frontenac Company 2007 - December 2014
Oxford Financial Group, Ltd. 2006 - 2014
Tellus Asset Management 2006 - 2010
Dow Jones Hedge Fund Indices 2002 - 2010
Skills
Investments, Portfolio Management, Investment Management, Alternative Investments, Private Equity, Emerging Markets, Asset Management, Investment Strategies, Capital Markets, Hedge Funds, cybersecurity
Education
Northwestern University - Kellogg School of Management 1979 — 1981
A.B.D., Strategic Planning
University of California, Los Angeles 1976 — 1978
M.B.A., Finance
Grinnell College 1972 — 1975
A.B., Anthropology
Helena Gittelman's Ativo Capital Management LLC Experience August 2010 - May 2011
Job Attorney at Law
Industry Law Practice
Experience
Webster & Powell PC October 2014 - February 2015
Troglia Kaplan Holzman, LLC April 2014 - October 2014
Troglia Kaplan, LLC May 2013 - April 2014
Dubin Singer PC June 2012 - August 2012
ACCION International June 2011 - July 2011
Ativo Capital Management LLC August 2010 - May 2011
Morningstar May 2009 - June 2010
European Parliament January 2009 - May 2009
Morningstar June 2008 - December 2008
Skills
Real Estate Law, Economics, Policy Analysis, Public Policy, Research, German-English, Legal Research, Financial Modeling, Legal Writing, Corporate Finance, Politics, Quantitative Analytics, International..., International Relations, Public Speaking, Investments, Stata, Mergers & Acquisitions, Emerging Markets, Political Science, Equity Valuation, Mergers, Contract Law, Corporate Law
Education
DePaul University College of Law 2010 — 2013
Juris Doctor
Wirtschaftsuniversität Wien 2012 — 2012
Law, Tax Treaty Law, Company Law, International Trade Law
Beijing Foreign Studies University 2011 — 2011
International Business, Trade, and Tax Law
DePaul University 2006 — 2010
B.A., Political Science, German, Philosophy
Katholieke Universiteit Leuven 2009 — 2009
EU Economics, EU politics, EU History
Webster & Powell PC October 2014 - February 2015
Troglia Kaplan Holzman, LLC April 2014 - October 2014
Troglia Kaplan, LLC May 2013 - April 2014
Dubin Singer PC June 2012 - August 2012
ACCION International June 2011 - July 2011
Ativo Capital Management LLC August 2010 - May 2011
Morningstar May 2009 - June 2010
European Parliament January 2009 - May 2009
Morningstar June 2008 - December 2008
Skills
Real Estate Law, Economics, Policy Analysis, Public Policy, Research, German-English, Legal Research, Financial Modeling, Legal Writing, Corporate Finance, Politics, Quantitative Analytics, International..., International Relations, Public Speaking, Investments, Stata, Mergers & Acquisitions, Emerging Markets, Political Science, Equity Valuation, Mergers, Contract Law, Corporate Law
Education
DePaul University College of Law 2010 — 2013
Juris Doctor
Wirtschaftsuniversität Wien 2012 — 2012
Law, Tax Treaty Law, Company Law, International Trade Law
Beijing Foreign Studies University 2011 — 2011
International Business, Trade, and Tax Law
DePaul University 2006 — 2010
B.A., Political Science, German, Philosophy
Katholieke Universiteit Leuven 2009 — 2009
EU Economics, EU politics, EU History
Auta Lopes's Ativo Capital Management LLC Experience 2010 - 2010
Job Financial Professional
Industry Financial Services
Experience
Institutional Financial Services April 2010 - Present
Bretwood Capital Partners June 2011 - December 2014
Ativo Capital Management LLC 2010 - 2010
State Street 1990 - 2004
Skills
Hedge Funds, Alternative Investments, Institutional Sales, Retirement Planning, Financial Services, Finance, Banking, Asset Allocation, Risk Management, Structured Products, Investment Management, ETFs, Institutional..., Equities, Securities, CRM, Financial Analysis, Strategy, Trading, Funding, Management, Strategic Planning
Education
Boston University
Bachelor's degree, Business Administration and Management, General
Institutional Financial Services April 2010 - Present
Bretwood Capital Partners June 2011 - December 2014
Ativo Capital Management LLC 2010 - 2010
State Street 1990 - 2004
Skills
Hedge Funds, Alternative Investments, Institutional Sales, Retirement Planning, Financial Services, Finance, Banking, Asset Allocation, Risk Management, Structured Products, Investment Management, ETFs, Institutional..., Equities, Securities, CRM, Financial Analysis, Strategy, Trading, Funding, Management, Strategic Planning
Education
Boston University
Bachelor's degree, Business Administration and Management, General
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY