Catamount Wealth Management

Description

Address: 943 Post Rd E, Westport, CT 06880 Hours: Closed ⋅ Opens 9AM Monday9AM–5PMTuesday9AM–5PMWednesday9AM–5PMThursday9AM–5PMFriday9AM–5PMSaturdayClosedSundayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (203) 226-0603Category: : : Website: : : Place name: : : Website: http://www.catmg.com/ Category: Financial consultant 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. 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 Catamount Wealth Management Posting publicly on the Web Write a review Reviews Be the first to review

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Catamount Wealth Management Employees

Employee
Years
Job
Industry
Christopher Albanese Christopher Albanese San Francisco Bay Area Details
Christopher Albanese's Catamount Wealth Management Experience June 2010 - August 2011
Job Senior Operations Associate at Counsyl
Industry Biotechnology
Experience
Counsyl  March 2015 - Present
Beyond the Arc, Inc.   July 2014 - February 2015
Center for Innovation and Entrepreneuship   September 2013 - February 2014
Spencer Stuart  June 2013 - August 2013
Center for Innovation and Entrepreneurship (CIE)   October 2012 - May 2013
Runa  May 2012 - August 2012
Westport Country Playhouse  June 2011 - August 2011
Catamount Wealth Management   June 2010 - August 2011
Gap Inc./Banana Republic   June 2010 - August 2010

Skills
Research, Entrepreneurship, Stata, Data Analysis, Microsoft Office, Microsoft Excel, Social Media, Editing, Python, Fundraising, Start-ups, PowerPoint, Microsoft Word, Leadership, Prezi, Chinese, SPSS, SQL, Strategy, R, Salesforce.com, LinkedIn Recruiter, Statistics, Market Research, Java, Tableau, Economics, Mandarin, Teamwork, Business Analysis, SPSS Modeler, NumPy, SciPy, JavaScript, PostgreSQL

Education
Claremont McKenna College   2011 — 2014
Bachelor of Arts (BA), Chemistry, Economics

Bates College   2010 — 2011
Chemistry, Economics

St. Paul's School   2006 — 2010
Magna Cum Laude

Fairfield Country Day School

Lee Blieberg Lee Blieberg Greater New York City Area Details
Lee Blieberg's Catamount Wealth Management Experience May 2010 - August 2010
Job Institutional Sales / Trading at WallachBeth Capital
Industry Financial Services
Experience
WallachBeth Capital  September 2011 - Present
Red Bull  May 2009 - May 2011
Catamount Wealth Management   May 2010 - August 2010
Severn River Capital Management   April 2008 - May 2009

Skills
Equities, Series 7, Bloomberg, Series 63, Trading, Investments, Economics, Options, Series 55, Securities, Financial Markets, Derivatives, Bloomberg Terminal, Electronic Trading, ETFs, Trading Systems, Finance, Series 3, Series 4, Entrepreneurship, Hedge Funds, FINRA

Education
The University of Connecticut   2007 — 2011
Bachelors, Economics

Staples High School   2003 — 2007

Singapore American School   1995 — 1997

Jennifer Bond Huisking Jennifer Bond Huisking Greater New York City Area Details
Jennifer Bond Huisking's Catamount Wealth Management Experience July 2011 - Present
Job Director Client Relations at Catamount Wealth Management
Industry Financial Services
Experience
Catamount Wealth Management   July 2011 - Present
Cultural Alliance of Fairfield County  September 2012 - Present
Westport Weston Chamber of Commerce   January 2012 - May 2013
Westport Country Playhouse  June 2008 - August 2011
Westport Weston Chamber of Commerce   2010 - 2011
Westport Country Playhouse  April 2007 - June 2008
Westport Country Playhouse  May 2006 - April 2007
Westport Country Playhouse  January 2005 - April 2006

Skills
Public Relations, Portfolio Management, Investments, Social Networking, Business Development, Theatre, Event Management, Customer Service, Sales, Financial Services, Arts Administration, Fundraising, Marketing Communications, Budgets, Public Speaking, Entrepreneurship, Team Building, Finance, Strategic Planning, Marketing, Non-profits, Nonprofits, Small Business, Social Media, Account Management

Education
Iowa State University   2000 — 2004
Liberal Arts, Performance Art

Alexandra Lyddane Alexandra Lyddane Greater New York City Area Details
Alexandra Lyddane's Catamount Wealth Management Experience October 2010 - July 2012
Job Experienced support professional
Industry Financial Services
Experience
New York School of Interior Design  September 2013 - Present
World Beauty and Fashion Federation   November 2012 - Present
MTS Health Partners  September 2012 - Present
Catamount Wealth Management   October 2010 - July 2012
Solebury Search LLC   February 2010 - October 2010
Bridgewater Associates  December 2008 - December 2009

Skills
Portfolio Management, Financial Services, Relationship Management, Market Research, Marketing, Event Planning, Social Media, Non-profits, Trading Operations, Wealth Management, Equities, Investments

Education
University of Colorado at Boulder   2004 — 2008
B.A., Sociology

Greenwich High School   2000 — 2004

Nathaniel Rosen Nathaniel Rosen Westport, Connecticut Details
Nathaniel Rosen's Catamount Wealth Management Experience May 2014 - June 2014
Job Student at Franklin & Marshall College
Industry
Experience
Gigawatt Global   June 2015 - August 2015
Our Town Crier   June 2014 - August 2014
Catamount Wealth Management   May 2014 - June 2014
Earthplace-The Nature Discovery Center  September 2012 - June 2014
Inklings  August 2010 - June 2014

Skills
Photoshop, Facebook, PowerPoint, Social Media, Microsoft Excel, Graphic Design, Morningstar, Organization Skills, Twitter, Constant Contact

Education
Franklin & Marshall College   2014 — 2018
Sophmore

Staples High School   2010 — 2014
High School Diploma

Daniel Forgrave Daniel Forgrave Telluride, Colorado Details
Daniel Forgrave's Catamount Wealth Management Experience January 2014 - July 2014
Job Lead Accountant at Latitude 38 Telluride Vacation Rentals & Property Management
Industry Financial Services
Experience
Latitude 38 Telluride Vacation Rentals & Property Management   May 2015 - Present
Alpine Title   July 2014 - May 2015
Catamount Wealth Management   January 2014 - July 2014

Skills
Finance, Portfolio Management, Microsoft Excel, Research, Microsoft Office, PowerPoint, Microsoft Word, Data Analysis, Social Media, Mathematica, Statistics, Higher Education, Editing, Event Planning, Public Speaking, Writing

Education
University of Colorado at Boulder   2010 — 2014
Bachelor's Degree, Finance and International Business

Karolina Laredo Karolina Laredo Greater New York City Area Details
Karolina Laredo's Catamount Wealth Management Experience May 2012 - June 2012
Job Finance Summer Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs  May 2015 - Present
University of Miami Business School Peer Counseling Program   May 2015 - Present
University of Miami Business School Peer Counseling Program   May 2015 - Present
University of Miami  2012 - Present
University of Miami Business School Peer Counseling Program   May 2014 - May 2015
Aspetuck Country Club   June 2012 - August 2012
Catamount Wealth Management   May 2012 - June 2012
Family and Children's Agency  April 2011 - June 2012
Rebuilding Together  2012 - 2012

Skills
PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Spanish, Swedish, Spanish-speaking, C++ Programming, iMovie, Photoshop, Customer Service, Facebook

Education
University of Miami - School of Business   2012 — 2016
BSBA, Finance, Accounting

Staples High School   2008 — 2012

Jessica Oliva Jessica Oliva Greater New York City Area Details
Jessica Oliva's Catamount Wealth Management Experience June 2013 - May 2014
Job Client Relationship Associate at Catamount Wealth Management
Industry Marketing and Advertising
Experience
Catamount Wealth Management   June 2013 - May 2014
Chase  February 2013 - June 2013
Chase  November 2011 - February 2013
Chase  March 2010 - November 2011
INspot Media Group   January 2010 - March 2010
Escalate  October 2008 - January 2009

Skills
Social Media, Publishing, Art, Web Content, Networking, Social Media Marketing, Facebook, Blogging, Public Relations, Marketing Communications, Advertising, Press Releases, Copywriting, Digital Marketing, Social Networking, Editing, Media Relations, Digital Media, Online Advertising, Marketing

Education
Pace University - Lubin School of Business   2006 — 2010

Victoria M. Kiss Victoria M. Kiss Greater New York City Area Details
Victoria M. Kiss's Catamount Wealth Management Experience June 2009 - August 2009
Job Marketing & Communications Professional Seeking New Opportunity.
Industry Public Relations and Communications
Experience
Private Household  January 2015 - Present
Burt's Bees Baby  July 2013 - December 2014
Carter's OshKosh B'gosh   August 2011 - July 2013
Maclaren  September 2010 - August 2011
Penguin Group  June 2010 - August 2010
Emmanuel College Office of Internships & Career Development   January 2009 - May 2010
Catamount Wealth Management   June 2009 - August 2009
Heritage Capital  May 2005 - August 2007

Skills
Microsoft Office, Mac OS X, Internet Research, Windows, Outlook, Mac, PowerPoint, Word, Excel, Hungarian, Time Management, Social Media, Blogging, Facebook, Merchandising, Trend, Retail, Fashion, Visual Merchandising, Sales, Data Entry, Social Networking, Inventory Management, Trend Analysis, Apparel, Social Media Marketing, Microsoft Excel

Education
Emmanuel College   2006 — 2010
Bachelor of Arts (B.A.), English Communications, Business Management, & Psychology

Amity High School   2002 — 2006
High School Diploma

Louis Albanese Louis Albanese Greater New York City Area Details
Louis Albanese's Catamount Wealth Management Experience President & CEOCatamount Wealth Management2003 - Present
Job President & CEO at Catamount Wealth Management
Industry Financial Services
Experience
Catamount Wealth Management   President & CEOCatamount Wealth Management2003 - Present
Constitution Capital Corp.   1993 - 2003
Prudential Securities  1990 - 1993
Paine Webber  1982 - 1990

Education
Fairfield University
B.S., Business, Mathematics, Psychology