Catamount Wealth Management
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
Catamount Wealth Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Catamount Wealth Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Catamount Wealth Management Employees
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
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
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
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
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
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
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
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
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
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