CL King & Associates
Industry: Company
DescriptionFounded: 1972 Subsidiaries: CL King & Associates, Inc.,Asset Management Arm, CL King & Associates, Inc., Research DivisionFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportC L King & Associates IncWebsiteDirections Saved (0) Saved Save Professional services in Boston, Massachusetts Address: 1 Liberty Square # 5A, Boston, MA 02109 Phone: (617) 357-5509Place name: : : Hours: Category: : : : : Website: Website: http://www.clking.com/ Category: Professional Services 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. · Own this business?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 C L King & Associates Inc Posting publicly on the Web Write a review Reviews Be the first to review
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CL King & Associates Employees
Employee
Years
Job
Industry
Allon Moore Allon Moore's CL King & Associates Experience 2013 - 2013
Job Investment Banking Associate at TAP Advisors
Industry Financial Services
Experience
TAP Advisors January 2015 - Present
Compass Advisers July 2013 - January 2015
CL King & Associates 2013 - 2013
Eureka Capital Markets, LLC 2012 - 2013
Lightspeed Financial 2009 - 2012
Bank of America 2006 - 2009
Credit Suisse 2004 - 2006
Dealogic August 2003 - January 2004
JPMorgan Chase June 1999 - August 1999
Comoco, Inc June 1997 - August 1997
Skills
DCF, LBO, Forecasting, Structured Products, Corporate Finance, Banking, Trading, Swaps, Financial Modeling, Capital IQ, Thompson One, Options, Equities, Derivatives, Capital Markets, Fixed Income, Valuation, Equity Trading, Finance, Mergers & Acquisitions, Investment Banking, Hedge Funds, Series 7, Financial Markets, Securities, Equity Valuation, Investments, Private Equity, Analytics, Strategy, Financial Analysis
Education
New York University - Leonard N. Stern School of Business 2011 — 2013
M.B.A., Law & Business, Corporate Finance, Economics
Pace University - Lubin School of Business 2000 — 2004
B.B.A., Finance, Economics
TAP Advisors January 2015 - Present
Compass Advisers July 2013 - January 2015
CL King & Associates 2013 - 2013
Eureka Capital Markets, LLC 2012 - 2013
Lightspeed Financial 2009 - 2012
Bank of America 2006 - 2009
Credit Suisse 2004 - 2006
Dealogic August 2003 - January 2004
JPMorgan Chase June 1999 - August 1999
Comoco, Inc June 1997 - August 1997
Skills
DCF, LBO, Forecasting, Structured Products, Corporate Finance, Banking, Trading, Swaps, Financial Modeling, Capital IQ, Thompson One, Options, Equities, Derivatives, Capital Markets, Fixed Income, Valuation, Equity Trading, Finance, Mergers & Acquisitions, Investment Banking, Hedge Funds, Series 7, Financial Markets, Securities, Equity Valuation, Investments, Private Equity, Analytics, Strategy, Financial Analysis
Education
New York University - Leonard N. Stern School of Business 2011 — 2013
M.B.A., Law & Business, Corporate Finance, Economics
Pace University - Lubin School of Business 2000 — 2004
B.B.A., Finance, Economics
Charlese Cioppa Charlese Cioppa's CL King & Associates Experience June 2004 - Present
Job SQL Database Administrator/Developer
Industry Information Technology and Services
Experience
CL King & Associates June 2004 - Present
Newkirk Products 2000 - 2003
KeyBank / Key Corp 1989 - 2000
Skills
Microsoft SQL Server, SQL Server Management..., SSRS, Database Design, Visual Basic, SSIS, ETL, FoxPro, Advent Portfolio..., Monarch Pro, Access Database, Visio, FTP
Education
Siena College 1993 — 1997
Bachelor of Arts (BA), English Language and Literature
Hudson Valley Community College
Bachelor of Applied Science (BASc), Business, Management, Marketing, and Related Support Services
CL King & Associates June 2004 - Present
Newkirk Products 2000 - 2003
KeyBank / Key Corp 1989 - 2000
Skills
Microsoft SQL Server, SQL Server Management..., SSRS, Database Design, Visual Basic, SSIS, ETL, FoxPro, Advent Portfolio..., Monarch Pro, Access Database, Visio, FTP
Education
Siena College 1993 — 1997
Bachelor of Arts (BA), English Language and Literature
Hudson Valley Community College
Bachelor of Applied Science (BASc), Business, Management, Marketing, and Related Support Services
Jennson Wong, CFA Jennson Wong, CFA's CL King & Associates Experience June 2012 - October 2012
Job Associate at GSO Capital Partners
Industry Investment Banking
Experience
GSO Capital Partners July 2015 - Present
Citi July 2014 - July 2015
Toma Capital September 2013 - June 2014
C.L. King & Associates June 2012 - October 2012
Sundaram Asset Management Company Limited March 2011 - April 2011
GSC Group 2008 - 2010
GSC Group 2005 - 2008
BNY Mellon, Alternative Investment Services 2004 - 2005
AIG 2003 - 2004
Skills
Valuation, High Yield, DCF, Investments, Financial Modeling, Financial Analysis, Financial Reporting, Corporate Finance, PowerPoint, Microsoft Excel, Due Diligence, EMO, Finance, Hedge Funds, Derivatives, Portfolio Management, Investment Management, LBO, Cash Management, Alternative Investments, Equity Research, Mergers & Acquisitions, Investment Banking
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2012
MBA, Finance
Investment Banking Institute 2011 — 2011
The College of New Jersey 1998 — 2003
BS in Finance, Finance, History, Economics
Edison High School 1994 — 1998
GSO Capital Partners July 2015 - Present
Citi July 2014 - July 2015
Toma Capital September 2013 - June 2014
C.L. King & Associates June 2012 - October 2012
Sundaram Asset Management Company Limited March 2011 - April 2011
GSC Group 2008 - 2010
GSC Group 2005 - 2008
BNY Mellon, Alternative Investment Services 2004 - 2005
AIG 2003 - 2004
Skills
Valuation, High Yield, DCF, Investments, Financial Modeling, Financial Analysis, Financial Reporting, Corporate Finance, PowerPoint, Microsoft Excel, Due Diligence, EMO, Finance, Hedge Funds, Derivatives, Portfolio Management, Investment Management, LBO, Cash Management, Alternative Investments, Equity Research, Mergers & Acquisitions, Investment Banking
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2012
MBA, Finance
Investment Banking Institute 2011 — 2011
The College of New Jersey 1998 — 2003
BS in Finance, Finance, History, Economics
Edison High School 1994 — 1998
Scott Stember Scott Stember's CL King & Associates Experience April 2015 - Present
Job SVP, Senior Research Analyst at CL King & Associates
Industry Financial Services
Experience
CL King & Associates April 2015 - Present
Sidoti & Company, LLC March 1999 - April 2015
Schroders July 1997 - February 1999
Skills
Series 7, Series 63, Equity Research, Financial Modeling, Valuation, Financial Analysis, Equities, Bloomberg, Capital Markets, Hedge Funds, Equity Valuation, Asset Management, Alternative Investments, Investments, Securities
Education
Dowling College 1996 — 2000
Master of Business Administration (M.B.A.), Finance, General
Queens College 1986 — 1989
Bachelor of Arts (BA), Accounting and Finance
CL King & Associates April 2015 - Present
Sidoti & Company, LLC March 1999 - April 2015
Schroders July 1997 - February 1999
Skills
Series 7, Series 63, Equity Research, Financial Modeling, Valuation, Financial Analysis, Equities, Bloomberg, Capital Markets, Hedge Funds, Equity Valuation, Asset Management, Alternative Investments, Investments, Securities
Education
Dowling College 1996 — 2000
Master of Business Administration (M.B.A.), Finance, General
Queens College 1986 — 1989
Bachelor of Arts (BA), Accounting and Finance
Michael Lally Michael Lally's CL King & Associates Experience May 2012 - May 2013
Job Director at Mizuho Securities USA Inc.
Industry Financial Services
Experience
Mizuho Securities USA Inc. May 2013 - Present
CL King & Associates May 2012 - May 2013
Morgan Keegan August 2006 - May 2012
Education
Fordham University - Graduate School of Business Administration 1996 — 2000
MBA, Finance
The Catholic University of America 1986 — 1990
BA, American History
Mizuho Securities USA Inc. May 2013 - Present
CL King & Associates May 2012 - May 2013
Morgan Keegan August 2006 - May 2012
Education
Fordham University - Graduate School of Business Administration 1996 — 2000
MBA, Finance
The Catholic University of America 1986 — 1990
BA, American History
Joshua Kramer's CL King & Associates Experience June 2013 - July 2013
Job Private Bank Analyst at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase & Co. July 2015 - Present
Emory University Goizueta Business School January 2014 - Present
JPMorgan Chase June 2014 - August 2014
CL King & Associates June 2013 - July 2013
Mathematics/ SAT Tutor October 2009 - June 2013
Education
Emory University - Goizueta Business School 2011 — 2015
Bachelor of Business Administration (BBA), Finance, Strategy and Management Consulting
Pascack Valley High School 2007 — 2011
JPMorgan Chase & Co. July 2015 - Present
Emory University Goizueta Business School January 2014 - Present
JPMorgan Chase June 2014 - August 2014
CL King & Associates June 2013 - July 2013
Mathematics/ SAT Tutor October 2009 - June 2013
Education
Emory University - Goizueta Business School 2011 — 2015
Bachelor of Business Administration (BBA), Finance, Strategy and Management Consulting
Pascack Valley High School 2007 — 2011
Charlotte White Charlotte White's CL King & Associates Experience May 2012 - August 2012
Job Financial Analyst in Private Wealth Management at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs February 2015 - Present
UBS Financial Services April 2013 - November 2014
CL King & Associates May 2012 - August 2012
The Windmill Club May 2011 - August 2011
Education
University of Southern California 2011 — 2014
BA, Political Science, Minor in Economics
Bronxville High School 2007 — 2011
Goldman Sachs February 2015 - Present
UBS Financial Services April 2013 - November 2014
CL King & Associates May 2012 - August 2012
The Windmill Club May 2011 - August 2011
Education
University of Southern California 2011 — 2014
BA, Political Science, Minor in Economics
Bronxville High School 2007 — 2011
JonMichael Shekian's CL King & Associates Experience October 2013 - May 2014
Job Research Analyst at Bank of America Merrill Lynch
Industry Research
Experience
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
CL King & Associates October 2013 - May 2014
State Street Alternative Investment Solutions June 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Accounting, Teamwork, Financial Analysis, Research, Financial Modeling, Bloomberg Terminal
Education
State University of New York at Albany 2011 — 2015
Bachelor’s Degree, Accounting & Business Administration
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
CL King & Associates October 2013 - May 2014
State Street Alternative Investment Solutions June 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Accounting, Teamwork, Financial Analysis, Research, Financial Modeling, Bloomberg Terminal
Education
State University of New York at Albany 2011 — 2015
Bachelor’s Degree, Accounting & Business Administration
Shawn Laljit Shawn Laljit's CL King & Associates Experience May 2012 - January 2013
Job Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan June 2014 - Present
Premier Store Fixtures, Inc January 2014 - June 2014
University at Albany School of Business Investment Group September 2011 - December 2013
J.P. Morgan June 2013 - August 2013
CL King & Associates May 2012 - January 2013
University at Albany August 2012 - December 2012
The Ayco Company, L.P., Goldman Sachs & Co. January 2012 - May 2012
University at Albany Office of Support Services September 2011 - May 2012
Skills
Financial Modeling, Microsoft Excel, Financial Statement...
Education
State University of New York at Albany 2009 — 2013
B.S. Business Administration, Accounting, Economics
Sachem High School North 2007 — 2009
Advanced Regents Diploma
Sewanhaka High School 2003 — 2007
J.P. Morgan June 2014 - Present
Premier Store Fixtures, Inc January 2014 - June 2014
University at Albany School of Business Investment Group September 2011 - December 2013
J.P. Morgan June 2013 - August 2013
CL King & Associates May 2012 - January 2013
University at Albany August 2012 - December 2012
The Ayco Company, L.P., Goldman Sachs & Co. January 2012 - May 2012
University at Albany Office of Support Services September 2011 - May 2012
Skills
Financial Modeling, Microsoft Excel, Financial Statement...
Education
State University of New York at Albany 2009 — 2013
B.S. Business Administration, Accounting, Economics
Sachem High School North 2007 — 2009
Advanced Regents Diploma
Sewanhaka High School 2003 — 2007
Christopher Dobert Christopher Dobert's CL King & Associates Experience June 2012 - July 2015
Job Network Engineer at Integrated Technology Group, LLC
Industry Information Technology and Services
Experience
Integrated Technology Group, LLC July 2015 - Present
C.L. King & Associates June 2012 - July 2015
C.L. King & Associates October 2010 - June 2012
University at Albany August 2010 - March 2012
Skills
SQL, Data Analysis, Microsoft Office, Windows, Graphic Design, Great Communication, Photoshop, Hard Worker, Teamwork, COBOL, Security, Cisco, VB.NET, Visual Studio
Education
State University of New York at Albany 2010 — 2012
Bachelor of Arts (B.A.) Information Science, Computer and Information Sciences, General
Hudson Valley Community College 2008 — 2010
Associate's of Applied Science (A.A.S) Information Science, Information Technology
Integrated Technology Group, LLC July 2015 - Present
C.L. King & Associates June 2012 - July 2015
C.L. King & Associates October 2010 - June 2012
University at Albany August 2010 - March 2012
Skills
SQL, Data Analysis, Microsoft Office, Windows, Graphic Design, Great Communication, Photoshop, Hard Worker, Teamwork, COBOL, Security, Cisco, VB.NET, Visual Studio
Education
State University of New York at Albany 2010 — 2012
Bachelor of Arts (B.A.) Information Science, Computer and Information Sciences, General
Hudson Valley Community College 2008 — 2010
Associate's of Applied Science (A.A.S) Information Science, Information Technology
George Philipose George Philipose's CL King & Associates Experience December 2013 - March 2014
Job Investment Banking Analyst Energy & Power Group at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2015 - Present
Rockefeller Center at Dartmouth September 2012 - June 2015
Paradigm Capital Mangement June 2014 - August 2014
Tucker Foundation at Dartmouth January 2012 - June 2014
CL King & Associates December 2013 - March 2014
Apple January 2013 - December 2013
Pride Technologies June 2012 - August 2012
Skills
Economics, Leadership, Portfolio Management, Stata, CRM, Spanish
Education
Dartmouth College 2011 — 2015
Bachelor of Arts, Economics
Ridge High School 2008 — 2011
Wells Fargo Securities June 2015 - Present
Rockefeller Center at Dartmouth September 2012 - June 2015
Paradigm Capital Mangement June 2014 - August 2014
Tucker Foundation at Dartmouth January 2012 - June 2014
CL King & Associates December 2013 - March 2014
Apple January 2013 - December 2013
Pride Technologies June 2012 - August 2012
Skills
Economics, Leadership, Portfolio Management, Stata, CRM, Spanish
Education
Dartmouth College 2011 — 2015
Bachelor of Arts, Economics
Ridge High School 2008 — 2011
Francois Auzerais Francois Auzerais's CL King & Associates Experience June 2009 - August 2009
Job Executive Search: Private Capital
Industry Staffing and Recruiting
Experience
Korn Ferry July 2015 - Present
Korn Ferry November 2013 - July 2015
Korn Ferry December 2012 - November 2013
Emerging Globe Group, LLC August 2011 - December 2012
CL King & Associates June 2009 - August 2009
Private Presidential Library June 2007 - September 2007
Skills
Mentoring, Team Leadership, Intercultural..., Emerging Markets, Private Equity, Global Talent...
Education
Teachers College of Columbia University 2015 — 2017
Master’s Degree, Social-Organizational Psychology
Trinity College-Hartford 2007 — 2011
Bachelor of Science, Economics, Spanish
Korn Ferry July 2015 - Present
Korn Ferry November 2013 - July 2015
Korn Ferry December 2012 - November 2013
Emerging Globe Group, LLC August 2011 - December 2012
CL King & Associates June 2009 - August 2009
Private Presidential Library June 2007 - September 2007
Skills
Mentoring, Team Leadership, Intercultural..., Emerging Markets, Private Equity, Global Talent...
Education
Teachers College of Columbia University 2015 — 2017
Master’s Degree, Social-Organizational Psychology
Trinity College-Hartford 2007 — 2011
Bachelor of Science, Economics, Spanish
Brian Grumka's CL King & Associates Experience March 2014 - May 2014
Job Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2015 - Present
J.P. Morgan May 2014 - August 2014
C.L. King & Associates March 2014 - May 2014
Zoetis December 2013 - March 2014
Morgan Stanley Smith Barney June 2012 - August 2012
Morgan Stanley Smith Barney June 2011 - August 2011
Education
Dartmouth College 2011 — 2015
Delbarton School 2007 — 2011
J.P. Morgan July 2015 - Present
J.P. Morgan May 2014 - August 2014
C.L. King & Associates March 2014 - May 2014
Zoetis December 2013 - March 2014
Morgan Stanley Smith Barney June 2012 - August 2012
Morgan Stanley Smith Barney June 2011 - August 2011
Education
Dartmouth College 2011 — 2015
Delbarton School 2007 — 2011
Eric Patch Eric Patch's CL King & Associates Experience June 2014 - Present
Job Junior Systems Analyst
Industry Information Technology and Services
Experience
C.L. King & Associates June 2014 - Present
SUNY Plattsburgh January 2013 - May 2014
United States Fish and Wildlife Service July 2012 - October 2012
Skills
Microsoft Office, Programming, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, JavaScript, Linux, Windows Server 2012, SQL, Virtualization, VirtualBox, Perl, Python3, Windows 7
Education
SUNY Plattsburgh 2013 — 2014
Information Technology, Systems Administration, 4.0
State University of New York College of Environmental Sciences and Forestry 2006 — 2006
Fisheries and Aquatic Science, Fisheries Sciences
C.L. King & Associates June 2014 - Present
SUNY Plattsburgh January 2013 - May 2014
United States Fish and Wildlife Service July 2012 - October 2012
Skills
Microsoft Office, Programming, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, JavaScript, Linux, Windows Server 2012, SQL, Virtualization, VirtualBox, Perl, Python3, Windows 7
Education
SUNY Plattsburgh 2013 — 2014
Information Technology, Systems Administration, 4.0
State University of New York College of Environmental Sciences and Forestry 2006 — 2006
Fisheries and Aquatic Science, Fisheries Sciences
Richard Foote Richard Foote's CL King & Associates Experience January 2012 - January 2013
Job Editor/Supervisory Analyst at Bloomberg LP
Industry Financial Services
Experience
Davenport & Company LLC March 2013 - September 2013
CL King & Associates January 2012 - January 2013
Standard & Poor's April 2006 - September 2011
Muriel Siebert & Co., Inc. June 2004 - April 2005
Skills
Series 16 licensed..., Analytical background..., Licenses include Series..., Valuation, Analysis, Bloomberg, Equity Valuation, Capital Markets, Equity Research, Financial Modeling, Economics, Stocks, Supervisory Skills, Equities, FINRA, Series 7, Editing, Supervisory Analyst, Enforce: FINRA mandate,..., Participation in SA..., SA skills: Editorial..., numerical and..., balance sheet, cash..., model review; stock..., SA skills most recently..., Extensive Word, Excel,..., Have taken and passed..., Thrive in a fast-paced...
Education
Pace University - Lubin School of Business
SUNY at Plattsburgh, Environmental Science
Davenport & Company LLC March 2013 - September 2013
CL King & Associates January 2012 - January 2013
Standard & Poor's April 2006 - September 2011
Muriel Siebert & Co., Inc. June 2004 - April 2005
Skills
Series 16 licensed..., Analytical background..., Licenses include Series..., Valuation, Analysis, Bloomberg, Equity Valuation, Capital Markets, Equity Research, Financial Modeling, Economics, Stocks, Supervisory Skills, Equities, FINRA, Series 7, Editing, Supervisory Analyst, Enforce: FINRA mandate,..., Participation in SA..., SA skills: Editorial..., numerical and..., balance sheet, cash..., model review; stock..., SA skills most recently..., Extensive Word, Excel,..., Have taken and passed..., Thrive in a fast-paced...
Education
Pace University - Lubin School of Business
SUNY at Plattsburgh, Environmental Science
Navraj Singh Navraj Singh's CL King & Associates Experience August 2013 - September 2013
Job Student at Georgetown University
Industry Financial Services
Experience
Solar Electric Power Association September 2014 - December 2014
Kodiak Oil & Gas Corp June 2014 - August 2014
Brocair Partners LLC January 2014 - May 2014
C.L. King & Associates August 2013 - September 2013
Ernst & Young June 2013 - August 2013
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Valuation, Corporate Finance, Leadership, Business Intelligence, Investment Banking, Auditing, Finance, Assurance, Investments, Strategy, Analysis
Education
Georgetown University - The McDonough School of Business
BSBA, Accounting and Finance
Bishop Cotton School, Shimla
High School, Commerce/Business Studies
Solar Electric Power Association September 2014 - December 2014
Kodiak Oil & Gas Corp June 2014 - August 2014
Brocair Partners LLC January 2014 - May 2014
C.L. King & Associates August 2013 - September 2013
Ernst & Young June 2013 - August 2013
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Valuation, Corporate Finance, Leadership, Business Intelligence, Investment Banking, Auditing, Finance, Assurance, Investments, Strategy, Analysis
Education
Georgetown University - The McDonough School of Business
BSBA, Accounting and Finance
Bishop Cotton School, Shimla
High School, Commerce/Business Studies
William Hygh William Hygh's CL King & Associates Experience June 2012 - May 2013
Job Assistant Vice President at Capital One
Industry Banking
Experience
Capital One July 2015 - Present
Capital One June 2013 - July 2015
CL King & Associates June 2012 - May 2013
University at Albany August 2010 - May 2013
Macy's December 2011 - January 2012
Logical Net July 2011 - August 2011
Pattison, Koskey, Howe & Bucci, CPAs September 2008 - June 2009
The Bank of Greene County June 2008 - August 2008
Skills
Excel, Word, PowerPoint, Microsoft Excel, Microsoft Word, Investments, Microsoft Office, Bloomberg, Thompson One, Leadership, Financial Analysis, Finance, Public Speaking, Customer Service, Financial Modeling, Marketing
Education
State University of New York at Albany 2010 — 2013
Bachelor of Science, Business Administration
The College of Saint Rose 2009 — 2010
Capital One July 2015 - Present
Capital One June 2013 - July 2015
CL King & Associates June 2012 - May 2013
University at Albany August 2010 - May 2013
Macy's December 2011 - January 2012
Logical Net July 2011 - August 2011
Pattison, Koskey, Howe & Bucci, CPAs September 2008 - June 2009
The Bank of Greene County June 2008 - August 2008
Skills
Excel, Word, PowerPoint, Microsoft Excel, Microsoft Word, Investments, Microsoft Office, Bloomberg, Thompson One, Leadership, Financial Analysis, Finance, Public Speaking, Customer Service, Financial Modeling, Marketing
Education
State University of New York at Albany 2010 — 2013
Bachelor of Science, Business Administration
The College of Saint Rose 2009 — 2010
Greg Roeder, CFA Greg Roeder, CFA's CL King & Associates Experience November 1997 - December 1999
Job Portfolio Manager at Adirondack Research & Management Inc.
Industry Investment Management
Experience
Adirondack Research & Management Inc. April 2005 - Present
Eddy & Wakefield January 2000 - February 2003
CL King & Associates November 1997 - December 1999
KeyCorp July 1986 - November 1997
Skills
Portfolio Management, Equities, Equity Research, Asset Management, Mutual Funds, Fixed Income, Asset Allocation, Series 7, Alternative Investments, Hedge Funds, Bloomberg Terminal, Stock Picking, Investment Strategies, Securities, Long/Short Equity, Manager Selection, Absolute Return, ETFs, Fixed Income Portfolio..., Investment Management, Series 63
Education
Hofstra University 1991 — 1994
Masters, Finance
State University of New York at Plattsburgh 1981 — 1985
BS, Economics/Accounting
Adirondack Research & Management Inc. April 2005 - Present
Eddy & Wakefield January 2000 - February 2003
CL King & Associates November 1997 - December 1999
KeyCorp July 1986 - November 1997
Skills
Portfolio Management, Equities, Equity Research, Asset Management, Mutual Funds, Fixed Income, Asset Allocation, Series 7, Alternative Investments, Hedge Funds, Bloomberg Terminal, Stock Picking, Investment Strategies, Securities, Long/Short Equity, Manager Selection, Absolute Return, ETFs, Fixed Income Portfolio..., Investment Management, Series 63
Education
Hofstra University 1991 — 1994
Masters, Finance
State University of New York at Plattsburgh 1981 — 1985
BS, Economics/Accounting
Peter Calabria Peter Calabria's CL King & Associates Experience October 2012 - Present
Job Assistant CFO at CL King & Associates
Industry Accounting
Experience
CL King & Associates October 2012 - Present
GP Fund Solutions, LLC June 2012 - October 2012
PricewaterhouseCoopers August 2004 - May 2012
Skills
Internal Controls, Auditing, Stock Compensation, SEC filings, US GAAP, COSO, Sarbanes-Oxley Act, Financial Reporting, Accounting, Risk Assessment, Private Equity, CPA, External Audit, GAAP, Financial Analysis, Financial Accounting
Education
University at Albany, SUNY 2001 — 2004
Bachelor of Science, Accounting
CL King & Associates October 2012 - Present
GP Fund Solutions, LLC June 2012 - October 2012
PricewaterhouseCoopers August 2004 - May 2012
Skills
Internal Controls, Auditing, Stock Compensation, SEC filings, US GAAP, COSO, Sarbanes-Oxley Act, Financial Reporting, Accounting, Risk Assessment, Private Equity, CPA, External Audit, GAAP, Financial Analysis, Financial Accounting
Education
University at Albany, SUNY 2001 — 2004
Bachelor of Science, Accounting
Vikram Bagri Vikram Bagri's CL King & Associates Experience January 2010 - July 2011
Job Senior AssociateEquity Research at Citi
Industry Investment Management
Experience
Citi July 2011 - Present
CL King & Associates January 2010 - July 2011
Akin Bay Company, LLC July 2009 - January 2010
Simon Graduate School of Business - University of Rochester January 2008 - July 2009
ICICI Prudential AMC Ltd June 2008 - August 2008
IndusInd Bank November 2006 - August 2007
HDFC Bank August 2003 - October 2006
Skills
Valuation, Financial Statement..., Equity Research, Asset Managment, Trading, Investment Management, Banking, Finance, Financial Modeling, Investment Banking, Corporate Finance, Equity Valuation, DCF, Capital Markets, Equities, Portfolio Management, Bloomberg, Financial Analysis
Education
University of Rochester - Simon Business School 2007 — 2009
MBA, Finance & Corporate Accounting
Kurukshetra University 1998 — 2002
B.Tech, Electronics and Communications
CFA Institute
Citi July 2011 - Present
CL King & Associates January 2010 - July 2011
Akin Bay Company, LLC July 2009 - January 2010
Simon Graduate School of Business - University of Rochester January 2008 - July 2009
ICICI Prudential AMC Ltd June 2008 - August 2008
IndusInd Bank November 2006 - August 2007
HDFC Bank August 2003 - October 2006
Skills
Valuation, Financial Statement..., Equity Research, Asset Managment, Trading, Investment Management, Banking, Finance, Financial Modeling, Investment Banking, Corporate Finance, Equity Valuation, DCF, Capital Markets, Equities, Portfolio Management, Bloomberg, Financial Analysis
Education
University of Rochester - Simon Business School 2007 — 2009
MBA, Finance & Corporate Accounting
Kurukshetra University 1998 — 2002
B.Tech, Electronics and Communications
CFA Institute
Andrew Lindner Andrew Lindner's CL King & Associates Experience December 2013 - March 2014
Job Analyst at Mitsubishi UFJ Securities
Industry Financial Services
Experience
MUFG in the Americas July 2015 - Present
Mitsubishi UFJ Securities (USA), Inc. June 2014 - August 2014
C.L. King & Associates December 2013 - March 2014
Dartmouth College September 2013 - December 2013
Education
Dartmouth College 2011 — 2015
Bachelor of Arts (BA), Economics
Wilton High School 2007 — 2011
High School
MUFG in the Americas July 2015 - Present
Mitsubishi UFJ Securities (USA), Inc. June 2014 - August 2014
C.L. King & Associates December 2013 - March 2014
Dartmouth College September 2013 - December 2013
Education
Dartmouth College 2011 — 2015
Bachelor of Arts (BA), Economics
Wilton High School 2007 — 2011
High School
Ali Raza Mehdi Ali Raza Mehdi's CL King & Associates Experience May 2012 - September 2012
Job IA
Industry Financial Services
Experience
Brooks, Houghton & Company, Inc. June 2013 - August 2013
J.P. Morgan & Company October 2012 - June 2013
CL King & Associates May 2012 - September 2012
Skills
iWork, Financial Modeling, Equity Research, FactSet, Bloomberg Terminal, Microsoft Excel, Social Media, Capital IQ, Equity Valuation, Economics
Education
New York University 2010 — 2014
Bachelor of Arts (B.A.), Middle Eastern Studies
Brown University 2007 — 2007
Genetic Engineering
Brooks, Houghton & Company, Inc. June 2013 - August 2013
J.P. Morgan & Company October 2012 - June 2013
CL King & Associates May 2012 - September 2012
Skills
iWork, Financial Modeling, Equity Research, FactSet, Bloomberg Terminal, Microsoft Excel, Social Media, Capital IQ, Equity Valuation, Economics
Education
New York University 2010 — 2014
Bachelor of Arts (B.A.), Middle Eastern Studies
Brown University 2007 — 2007
Genetic Engineering
Brian Shim's CL King & Associates Experience December 2011 - March 2012
Job Associate at Metalmark Capital
Industry Venture Capital & Private Equity
Experience
Metalmark Capital July 2015 - Present
Peter J. Solomon Company July 2013 - June 2015
Peter J. Solomon Company June 2012 - August 2012
CL King & Associates December 2011 - March 2012
Skills
Financial Modeling, Investment Banking, Valuation, Equity Research, Private Equity
Education
Dartmouth College 2009 — 2013
Bachelor of Arts (BA), Economics
Berkeley Preparatory School 2005 — 2009
Metalmark Capital July 2015 - Present
Peter J. Solomon Company July 2013 - June 2015
Peter J. Solomon Company June 2012 - August 2012
CL King & Associates December 2011 - March 2012
Skills
Financial Modeling, Investment Banking, Valuation, Equity Research, Private Equity
Education
Dartmouth College 2009 — 2013
Bachelor of Arts (BA), Economics
Berkeley Preparatory School 2005 — 2009
Jennifer Dufore's CL King & Associates Experience April 2008 - June 2011
Job Founder at Smith Executive Services
Industry Financial Services
Experience
Smith Executive Services April 2015 - Present
Patch Realty Group May 2013 - Present
Liberty Mutual Insurance August 2013 - April 2015
Mass Insight May 2012 - August 2013
FactSet Research Systems March 2011 - May 2012
CL King & Associates April 2008 - June 2011
Skills
Excel, Securities, Problem Solving, Access, Accounting, Microsoft Excel, Bloomberg, Financial Analysis, Risk Management, Data Analysis, Financial Modeling, Analysis, Leadership, PowerPoint, Investments, Portfolio Management, Equities, Business Analysis, Finance, Fixed Income, Sales
Education
University at Albany, SUNY 2004 — 2006
Bachelors of Science, Marketing
Hudson Valley Community College 2000 — 2002
Associates, Accounting
Smith Executive Services April 2015 - Present
Patch Realty Group May 2013 - Present
Liberty Mutual Insurance August 2013 - April 2015
Mass Insight May 2012 - August 2013
FactSet Research Systems March 2011 - May 2012
CL King & Associates April 2008 - June 2011
Skills
Excel, Securities, Problem Solving, Access, Accounting, Microsoft Excel, Bloomberg, Financial Analysis, Risk Management, Data Analysis, Financial Modeling, Analysis, Leadership, PowerPoint, Investments, Portfolio Management, Equities, Business Analysis, Finance, Fixed Income, Sales
Education
University at Albany, SUNY 2004 — 2006
Bachelors of Science, Marketing
Hudson Valley Community College 2000 — 2002
Associates, Accounting
Amber Bingham's CL King & Associates Experience November 2009 - July 2011
Job HR
Industry Pharmaceuticals
Experience
Biogen Idec January 2014 - Present
PageOne Financial July 2011 - August 2013
CL King & Associates November 2009 - July 2011
Sankaty Advisors May 2005 - January 2006
Leerink Swann April 2001 - April 2005
Skills
Series 63, Fixed Income, Equities, FINRA, Portfolio Management, Series 7, Financial Analysis, Hedge Funds, Capital Markets, Equity Trading, Business Development, Salesforce.com, Bloomberg, Asset Management, Financial Modeling, Market Research, Investments, Marketing
Education
Castleton State College 1997 — 2000
Marketing
University of Hartford 1995 — 1997
Biogen Idec January 2014 - Present
PageOne Financial July 2011 - August 2013
CL King & Associates November 2009 - July 2011
Sankaty Advisors May 2005 - January 2006
Leerink Swann April 2001 - April 2005
Skills
Series 63, Fixed Income, Equities, FINRA, Portfolio Management, Series 7, Financial Analysis, Hedge Funds, Capital Markets, Equity Trading, Business Development, Salesforce.com, Bloomberg, Asset Management, Financial Modeling, Market Research, Investments, Marketing
Education
Castleton State College 1997 — 2000
Marketing
University of Hartford 1995 — 1997
Jeff Maier Jeff Maier's CL King & Associates Experience March 2008 - Present
Job Senior Managing Director at CL King & Associates
Industry Financial Services
Experience
CL King & Associates March 2008 - Present
Neuberger Berman / Lehman Brothers 2003 - 2007
US Clearing, A Division of FleetSecurities 1995 - 2004
Fleet Securities / U S Clearing Corp 1995 - 2003
Republic New York Securities 1992 - 1995
Newbridge Securities / Citibank NA 1977 - 1992
Standard & Poors Corp 1973 - 1977
United States Army 1970 - 1973
Skills
Series 24, Trading, Prime Brokerage, Options, Retirement Planning, Bonds, Proprietary Trading, Equity Research, Securities Regulation, Brokerage, Securities Lending, Financial Markets, Strategic Financial..., Trading Strategies, Investment Advisory, Asset Allocation, Separately Managed..., Due Diligence, Management, Risk Management, Finance, Financial Planning, Hedge Funds
Education
Hofstra University
BA, Communications & Spanish
University of Massachusetts Boston
University of Massachusetts Boston
Liberal Arts and Sciences/Liberal Studies
CL King & Associates March 2008 - Present
Neuberger Berman / Lehman Brothers 2003 - 2007
US Clearing, A Division of FleetSecurities 1995 - 2004
Fleet Securities / U S Clearing Corp 1995 - 2003
Republic New York Securities 1992 - 1995
Newbridge Securities / Citibank NA 1977 - 1992
Standard & Poors Corp 1973 - 1977
United States Army 1970 - 1973
Skills
Series 24, Trading, Prime Brokerage, Options, Retirement Planning, Bonds, Proprietary Trading, Equity Research, Securities Regulation, Brokerage, Securities Lending, Financial Markets, Strategic Financial..., Trading Strategies, Investment Advisory, Asset Allocation, Separately Managed..., Due Diligence, Management, Risk Management, Finance, Financial Planning, Hedge Funds
Education
Hofstra University
BA, Communications & Spanish
University of Massachusetts Boston
University of Massachusetts Boston
Liberal Arts and Sciences/Liberal Studies
Sean O'Higgins Sean O'Higgins's CL King & Associates Experience November 2011 - July 2013
Job Associate Financial Advisor at Mirković Teal Group, Ameriprise Private Wealth Advisory Practice
Industry Financial Services
Experience
Mirković Teal Group, Ameriprise Private Wealth Advisory Practice December 2014 - Present
BullEx August 2013 - December 2014
CL King & Associates November 2011 - July 2013
AXA Advisors March 2010 - November 2011
American Portfolios April 2006 - March 2010
O'Higgins Asset Management October 2005 - August 2009
Putnam Investments September 2004 - September 2005
Putnam Investments September 2003 - September 2004
Skills
Series 7, Financial Planners, Fixed Income, Series 63, Financial Analysis, Management, Mutual Funds, Financial Modeling, Alternative Investments, Securities, Asset Management
Education
State University of New York at Albany 2010 — 2014
MBA, Finance
College of the Holy Cross 1999 — 2003
BA, Economics and Spanish
Portsmouth Abbey School 1995 — 1999
St. Gregory's School for Boys 1985 — 1995
Mirković Teal Group, Ameriprise Private Wealth Advisory Practice December 2014 - Present
BullEx August 2013 - December 2014
CL King & Associates November 2011 - July 2013
AXA Advisors March 2010 - November 2011
American Portfolios April 2006 - March 2010
O'Higgins Asset Management October 2005 - August 2009
Putnam Investments September 2004 - September 2005
Putnam Investments September 2003 - September 2004
Skills
Series 7, Financial Planners, Fixed Income, Series 63, Financial Analysis, Management, Mutual Funds, Financial Modeling, Alternative Investments, Securities, Asset Management
Education
State University of New York at Albany 2010 — 2014
MBA, Finance
College of the Holy Cross 1999 — 2003
BA, Economics and Spanish
Portsmouth Abbey School 1995 — 1999
St. Gregory's School for Boys 1985 — 1995
Gregory Barnett Gregory Barnett's CL King & Associates Experience May 2013 - June 2013
Job Analyst at Fidus Investment Advisors, LLC
Industry Financial Services
Experience
Fidus Investment Advisors, LLC October 2014 - Present
Wells Fargo Securities April 2014 - August 2014
CL King & Associates May 2013 - June 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Financial Modeling, Finance
Education
Wake Forest University 2011 — 2015
Bachelor of Science, Finance, Minor in Economics
London School of Economics and Political Science 2013 — 2013
Marketing and Microeconomics
Fidus Investment Advisors, LLC October 2014 - Present
Wells Fargo Securities April 2014 - August 2014
CL King & Associates May 2013 - June 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Financial Modeling, Finance
Education
Wake Forest University 2011 — 2015
Bachelor of Science, Finance, Minor in Economics
London School of Economics and Political Science 2013 — 2013
Marketing and Microeconomics
Jacob Neumann Jacob Neumann's CL King & Associates Experience November 2014 - January 2015
Job Energy Finance Analyst at BlueFlame Energy Finance
Industry Oil & Energy
Experience
BlueFlame Energy Finance June 2015 - Present
Teamlee.us July 2014 - Present
Techsie Co. June 2014 - Present
Blue Flame Clean Energy Finance, LLC. March 2015 - June 2015
CL King & Associates November 2014 - January 2015
Sports Conditioning Institute March 2014 - August 2014
NeumannThrowing January 2010 - August 2013
X-Training Dynamix February 2011 - August 2011
Skills
Entrepreneurship, Research, Comparative Analysis, Writing, Mathematics, Leadership, Public Speaking, Teamwork, Microfinance, Matlab, Customer Service, Microsoft Excel, PowerPoint, Social Media, Marketing, Photoshop, Netlogo, Coaching, Strategy, Factset, Bloomberg Terminal, STELLA, Data Analysis, SQL, Python, Software Development, Software Design, Database Management
Education
Dartmouth College 2011 — 2015
Bachelor's Degree, Environmental Studies
Chatham High 2007 — 2011
High School
BlueFlame Energy Finance June 2015 - Present
Teamlee.us July 2014 - Present
Techsie Co. June 2014 - Present
Blue Flame Clean Energy Finance, LLC. March 2015 - June 2015
CL King & Associates November 2014 - January 2015
Sports Conditioning Institute March 2014 - August 2014
NeumannThrowing January 2010 - August 2013
X-Training Dynamix February 2011 - August 2011
Skills
Entrepreneurship, Research, Comparative Analysis, Writing, Mathematics, Leadership, Public Speaking, Teamwork, Microfinance, Matlab, Customer Service, Microsoft Excel, PowerPoint, Social Media, Marketing, Photoshop, Netlogo, Coaching, Strategy, Factset, Bloomberg Terminal, STELLA, Data Analysis, SQL, Python, Software Development, Software Design, Database Management
Education
Dartmouth College 2011 — 2015
Bachelor's Degree, Environmental Studies
Chatham High 2007 — 2011
High School
Alexander Styk's CL King & Associates Experience March 2012 - June 2012
Job Associate at L.E.K. Consulting
Industry Management Consulting
Experience
L.E.K. Consulting September 2014 - Present
GE Power & Water June 2013 - August 2013
AlixPartners January 2013 - March 2013
C.L. King & Associates March 2012 - June 2012
President's Council on Jobs & Competitiveness - Treasury Department June 2011 - August 2011
Skills
Statistics, Languages, Basic Accounting/Finance, Economics, Spanish, French, Microsoft Office, Excel, Word, PowerPoint, Data Analysis, Microsoft Word, DCF, Valuation, Microsoft Excel
Education
Dartmouth College 2010 — 2014
Bachelor of Arts in Economics, International Trade and Financial Markets, GPA: 3.95 / 4.00
Pittsford Mendon High School 2006 — 2010
Advanced Regents Diploma with Honors, GPA: 4.00 / 4.00
Eastman School of Music 2002 — 2010
Diploma, Violin Performance Music Theory
L.E.K. Consulting September 2014 - Present
GE Power & Water June 2013 - August 2013
AlixPartners January 2013 - March 2013
C.L. King & Associates March 2012 - June 2012
President's Council on Jobs & Competitiveness - Treasury Department June 2011 - August 2011
Skills
Statistics, Languages, Basic Accounting/Finance, Economics, Spanish, French, Microsoft Office, Excel, Word, PowerPoint, Data Analysis, Microsoft Word, DCF, Valuation, Microsoft Excel
Education
Dartmouth College 2010 — 2014
Bachelor of Arts in Economics, International Trade and Financial Markets, GPA: 3.95 / 4.00
Pittsford Mendon High School 2006 — 2010
Advanced Regents Diploma with Honors, GPA: 4.00 / 4.00
Eastman School of Music 2002 — 2010
Diploma, Violin Performance Music Theory
Etton Soriano Etton Soriano's CL King & Associates Experience January 2013 - December 2013
Job Investment Banking Analyst at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs July 2014 - Present
University at Albany School of Business Investment Group September 2012 - May 2014
CL King & Associates January 2013 - December 2013
The Falk Group June 2010 - August 2010
Skills
Equity Research, Financial Analysis, Capital Markets, Bloomberg Terminal, Microsoft Excel, Equities, Microsoft Office, Microsoft Word, PowerPoint, Investments, Financial Modeling, Valuation, Corporate Finance, Data Analysis, Public Speaking
Education
State University of New York at Albany 2010 — 2014
Bachelor of Science (BS) in Finance Honors; Bachelor of Science (BS) in Economics
Goldman Sachs July 2014 - Present
University at Albany School of Business Investment Group September 2012 - May 2014
CL King & Associates January 2013 - December 2013
The Falk Group June 2010 - August 2010
Skills
Equity Research, Financial Analysis, Capital Markets, Bloomberg Terminal, Microsoft Excel, Equities, Microsoft Office, Microsoft Word, PowerPoint, Investments, Financial Modeling, Valuation, Corporate Finance, Data Analysis, Public Speaking
Education
State University of New York at Albany 2010 — 2014
Bachelor of Science (BS) in Finance Honors; Bachelor of Science (BS) in Economics
Alexander McHale Alexander McHale's CL King & Associates Experience June 2011 - August 2011
Job Investment Banking Analyst at Evercore
Industry Investment Banking
Cathy Chen Cathy Chen's CL King & Associates Experience September 2011 - December 2011
Job Senior Analyst, Corporate Strategy at Hudson's Bay Company
Industry Retail
Experience
Hudson's Bay Company May 2015 - Present
Centerview Partners July 2013 - May 2015
Wells Fargo Securities June 2012 - August 2012
Tuck School of Business at Dartmouth College May 2011 - June 2012
CL King & Associates September 2011 - December 2011
Implanex January 2011 - March 2011
Skills
Valuation, Data Analysis, Stata, Financial Modeling, Investment Banking, Research, Microsoft Office, Economics, Microsoft Excel, PowerPoint, Financial Analysis
Education
Dartmouth College 2009 — 2013
B.A., Economics, Public Policy
Carmel High School 2005 — 2009
Hudson's Bay Company May 2015 - Present
Centerview Partners July 2013 - May 2015
Wells Fargo Securities June 2012 - August 2012
Tuck School of Business at Dartmouth College May 2011 - June 2012
CL King & Associates September 2011 - December 2011
Implanex January 2011 - March 2011
Skills
Valuation, Data Analysis, Stata, Financial Modeling, Investment Banking, Research, Microsoft Office, Economics, Microsoft Excel, PowerPoint, Financial Analysis
Education
Dartmouth College 2009 — 2013
B.A., Economics, Public Policy
Carmel High School 2005 — 2009
Vincent Anderson Vincent Anderson's CL King & Associates Experience December 2011 - January 2012
Job Associate Analyst at Stifel Financial Corp.
Industry Capital Markets
Experience
Stifel Financial Corp. October 2013 - Present
New Day Financial June 2012 - October 2013
Rensselaer Polytechnic Institute April 2012 - May 2012
Rensselaer Polytechnic Institute January 2011 - May 2012
CL King & Associates December 2011 - January 2012
New England Engineering, PC December 2007 - August 2010
Skills
Financial Analysis, Financial Modeling, Economics, Microsoft Excel, Report Writing, Competitive Analysis, Industry Analysis, Public Speaking, Hedging, Management, Equities, Mortgage Banking, All-Source Analysis, Due Diligence, Microsoft Office, Research, Data Analysis
Education
Rensselaer Polytechnic Institute 2008 — 2012
B.S. Business Management, Finance, Economics
Christian Brothers Academy 2001 — 2008
Stifel Financial Corp. October 2013 - Present
New Day Financial June 2012 - October 2013
Rensselaer Polytechnic Institute April 2012 - May 2012
Rensselaer Polytechnic Institute January 2011 - May 2012
CL King & Associates December 2011 - January 2012
New England Engineering, PC December 2007 - August 2010
Skills
Financial Analysis, Financial Modeling, Economics, Microsoft Excel, Report Writing, Competitive Analysis, Industry Analysis, Public Speaking, Hedging, Management, Equities, Mortgage Banking, All-Source Analysis, Due Diligence, Microsoft Office, Research, Data Analysis
Education
Rensselaer Polytechnic Institute 2008 — 2012
B.S. Business Management, Finance, Economics
Christian Brothers Academy 2001 — 2008
Nicholas Assini, CPA Nicholas Assini, CPA's CL King & Associates Experience August 2010 - July 2011
Job Senior Analyst, Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs August 2014 - Present
LeverPoint Management, LLC September 2012 - August 2014
EY August 2011 - May 2012
CL King & Associates August 2010 - July 2011
Ernst & Young June 2010 - August 2010
CL King & Associates January 2010 - May 2010
NYS Department of Tax & Finance July 2009 - January 2010
Bryant Asset Protection January 2009 - May 2009
Monroe County Department of Finance June 2008 - August 2008
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Accounting, Valuation, Microsoft Excel, Private Equity, Financial Accounting, Auditing, Internal Controls
Education
University at Albany, SUNY 2005 — 2009
Bachelor's, Finance/Management
University at Albany, SUNY
Master's, Professional Accountancy
Goldman Sachs August 2014 - Present
LeverPoint Management, LLC September 2012 - August 2014
EY August 2011 - May 2012
CL King & Associates August 2010 - July 2011
Ernst & Young June 2010 - August 2010
CL King & Associates January 2010 - May 2010
NYS Department of Tax & Finance July 2009 - January 2010
Bryant Asset Protection January 2009 - May 2009
Monroe County Department of Finance June 2008 - August 2008
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Accounting, Valuation, Microsoft Excel, Private Equity, Financial Accounting, Auditing, Internal Controls
Education
University at Albany, SUNY 2005 — 2009
Bachelor's, Finance/Management
University at Albany, SUNY
Master's, Professional Accountancy
Darwin Sinchi Darwin Sinchi's CL King & Associates Experience May 2014 - April 2015
Job Rotational Development Program Associate at BNY Mellon
Industry Financial Services
Experience
BNY Mellon June 2015 - Present
C.L. King & Associates May 2014 - April 2015
Wells Fargo Advisors April 2013 - January 2014
Training The Street September 2012 - October 2012
Gap Inc. June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, FAA Certifications, Data Analysis, Fundraising, Program Management, Spanish, Microsoft Office, Financial Modeling, Payroll, Sales, Windows, Time Management, Leadership, Strategy, Customer Service, Teamwork, Public Speaking
Education
University at Albany 2010 — 2015
Bachelor of Science in Business Accounting, Finance and Marketing, Senior
Universidad Europea
BNY Mellon June 2015 - Present
C.L. King & Associates May 2014 - April 2015
Wells Fargo Advisors April 2013 - January 2014
Training The Street September 2012 - October 2012
Gap Inc. June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, FAA Certifications, Data Analysis, Fundraising, Program Management, Spanish, Microsoft Office, Financial Modeling, Payroll, Sales, Windows, Time Management, Leadership, Strategy, Customer Service, Teamwork, Public Speaking
Education
University at Albany 2010 — 2015
Bachelor of Science in Business Accounting, Finance and Marketing, Senior
Universidad Europea
Colin Yao's CL King & Associates Experience April 2015 - June 2015
Job Columbia Student Looking for Summer Internship
Industry Capital Markets
Experience
C.L. King & Associates April 2015 - June 2015
Virgin America January 2014 - May 2014
Georgia Institute of Technology January 2013 - December 2013
CITIC Securities Company Limited June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, C++, Researcher, Analyst, Leader, Developer, Matlab, Python, R, Gems, AMPL, Simio, Stata, Visual Basic, SQL, Leadership
Education
Columbia University in the City of New York 2015 — 2017
Master's Degree, Financial Mathematics
Georgia Institute of Technology 2010 — 2014
Bachelor of Engineering (BEng), Industrial Engineering, GPA 3.86/4.0
C.L. King & Associates April 2015 - June 2015
Virgin America January 2014 - May 2014
Georgia Institute of Technology January 2013 - December 2013
CITIC Securities Company Limited June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, C++, Researcher, Analyst, Leader, Developer, Matlab, Python, R, Gems, AMPL, Simio, Stata, Visual Basic, SQL, Leadership
Education
Columbia University in the City of New York 2015 — 2017
Master's Degree, Financial Mathematics
Georgia Institute of Technology 2010 — 2014
Bachelor of Engineering (BEng), Industrial Engineering, GPA 3.86/4.0
Nathan Weinstein, CFA's CL King & Associates Experience February 2014 - Present
Job Vice President at CL King & Associates
Industry Financial Services
Experience
CL King & Associates February 2014 - Present
Sidoti & Company, LLC February 2011 - February 2014
NGN Capital November 2009 - April 2010
Secure Path Networks May 2009 - August 2009
Skills
Financial Modeling, Teamwork, Equities, Microsoft Excel, Financial Research, Client Services, Onboarding, Equity analysis, Stock Picking, Equity Research
Education
State University of New York at Binghamton 2005 — 2010
BA, English and Economics
The Gunnery 2002 — 2005
H.S. Diploma, High School/Secondary Diplomas and Certificates
PMHS 2000 — 2002
HS Diploma, General Studies
CL King & Associates February 2014 - Present
Sidoti & Company, LLC February 2011 - February 2014
NGN Capital November 2009 - April 2010
Secure Path Networks May 2009 - August 2009
Skills
Financial Modeling, Teamwork, Equities, Microsoft Excel, Financial Research, Client Services, Onboarding, Equity analysis, Stock Picking, Equity Research
Education
State University of New York at Binghamton 2005 — 2010
BA, English and Economics
The Gunnery 2002 — 2005
H.S. Diploma, High School/Secondary Diplomas and Certificates
PMHS 2000 — 2002
HS Diploma, General Studies
David Stone, MBA David Stone, MBA's CL King & Associates Experience March 2010 - January 2011
Job Senior Analyst at CenturyLink
Industry Telecommunications
Experience
CenturyLink April 2015 - Present
YRC Freight March 2012 - April 2015
Ascend Learning November 2011 - March 2012
Cerner Corporation May 2011 - September 2011
C.L. King & Associates March 2010 - January 2011
NYSERDA February 2009 - October 2009
Trustco Bank September 2007 - April 2008
Thomson Reuters February 2007 - May 2007
Fiscal Policy Institute February 2006 - September 2006
Northwestern Mutual June 2005 - September 2005
Skills
Corporate Communications, Financial Analysis, Business Analysis, Creative Problem Solving, Accounting, Economics, Multitasker, Project Management, Analysis, Forecasting, Finance, Management, Financial Modeling, Investments, Data Analysis, Corporate Finance, Leadership, CRM, Financial Reporting, Microsoft Excel, Business Planning, Banking, Training, Business Process, Internal Audit, Portfolio Management, Strategy, Process Improvement
Education
Union Graduate College 2008 — 2010
Master of Business Administration (MBA), Finance, 3.3
Union College 2002 — 2006
Bachelor of Arts (BA), Managerial Economics, 3.4
Swiss Finance Academy 2005 — 2005
Certificate, Investment Banking, Capital Markets, Asset Management - Boston, MA
London School of Economics and Political Science 2004 — 2004
General Course, Accounting & Finance - London, UK, 3.8
CenturyLink April 2015 - Present
YRC Freight March 2012 - April 2015
Ascend Learning November 2011 - March 2012
Cerner Corporation May 2011 - September 2011
C.L. King & Associates March 2010 - January 2011
NYSERDA February 2009 - October 2009
Trustco Bank September 2007 - April 2008
Thomson Reuters February 2007 - May 2007
Fiscal Policy Institute February 2006 - September 2006
Northwestern Mutual June 2005 - September 2005
Skills
Corporate Communications, Financial Analysis, Business Analysis, Creative Problem Solving, Accounting, Economics, Multitasker, Project Management, Analysis, Forecasting, Finance, Management, Financial Modeling, Investments, Data Analysis, Corporate Finance, Leadership, CRM, Financial Reporting, Microsoft Excel, Business Planning, Banking, Training, Business Process, Internal Audit, Portfolio Management, Strategy, Process Improvement
Education
Union Graduate College 2008 — 2010
Master of Business Administration (MBA), Finance, 3.3
Union College 2002 — 2006
Bachelor of Arts (BA), Managerial Economics, 3.4
Swiss Finance Academy 2005 — 2005
Certificate, Investment Banking, Capital Markets, Asset Management - Boston, MA
London School of Economics and Political Science 2004 — 2004
General Course, Accounting & Finance - London, UK, 3.8
Nick DeSimone's CL King & Associates Experience November 2013 - December 2014
Job Summer analyst at Citigroup
Industry Financial Services
Experience
University at Albany School of Business Investment Group September 2012 - Present
Citi June 2015 - August 2015
CL King & Associates November 2013 - December 2014
Skills
Research, PowerPoint, Microsoft Office, Public Speaking, Statistics, Microsoft Word, Microsoft Excel, Data Analysis, Community Outreach, Qualitative Research, Portfolio Management, Analysis, Financial Modeling, Equity Research, Investments, Equities, Economics, Financial Analysis, Bloomberg Terminal, Equity Valuation, Bloomberg, Valuation
Education
State University of New York at Albany 2012 — 2016
Bachelor of Science (BS), Business Administration, Financial Analyst Honors Program, Financial Market Regulation (2016)
University at Albany School of Business Investment Group September 2012 - Present
Citi June 2015 - August 2015
CL King & Associates November 2013 - December 2014
Skills
Research, PowerPoint, Microsoft Office, Public Speaking, Statistics, Microsoft Word, Microsoft Excel, Data Analysis, Community Outreach, Qualitative Research, Portfolio Management, Analysis, Financial Modeling, Equity Research, Investments, Equities, Economics, Financial Analysis, Bloomberg Terminal, Equity Valuation, Bloomberg, Valuation
Education
State University of New York at Albany 2012 — 2016
Bachelor of Science (BS), Business Administration, Financial Analyst Honors Program, Financial Market Regulation (2016)
Mike S. Pena's CL King & Associates Experience 2014 - 2015
Job M.S. Quantitative Finance and Risk Analytics, B.S. Mathematics of Operations Research, & B.S. Economics at Rensselaer
Industry Financial Services
Experience
Bank of America Merrill Lynch 2015 - Present
Chloe's Soft Serve Fruit Co. 2015 - Present
Pymetrics, Technology Start-Up 2014 - Present
Severino Center for Technological Entrepreneurship 2014 - Present
Phi Kappa Theta Fraternity 2013 - Present
Roebling Investment Fund 2012 - Present
Fitzedward Consulting Group (FBLA-PBL) 2012 - Present
McGraw Hill Financial, Standard & Poor's Ratings Services 2014 - 2015
Sponsors for Educational Opportunity 2014 - 2015
C.L. King & Associates 2014 - 2015
Skills
Microsoft Excel, Matlab, Leadership, Quantitative Finance, Investments, Financial Research, Market Research, Corporate Finance, Public Speaking, Econometrics, Time Management, PowerPoint, Microsoft Word, Editing, Financial Statement..., Valuation, Management Consulting, Accounting, Data Analysis, Teamwork, Risk Management, Cash Flow, Python, Bloomberg Terminal, Business Analysis, C++, JavaScript, Visual Basic, HTML, CSS, Maple, Stata, LaTeX, MySQL, Microsoft Access, Capital IQ, QuickBooks
Education
Rensselaer Polytechnic Institute
M.S. Quantitative Finance and Risk Analytics, Concentration: Quantitative Analysis
Rensselaer Polytechnic Institute 2012 — 2016
Dual B.S. Degree, Mathematics of Operations Research, Minors: Finance, and Management and Technology
Rensselaer Polytechnic Institute 2012 — 2016
Dual B.S. Degree, Economics, Minors: Finance, and Management and Technology
University Heights High School 2010 — 2012
4.0/4.0
Liceo de Loja 2009 — 2010
4.0/4.0
Bank of America Merrill Lynch 2015 - Present
Chloe's Soft Serve Fruit Co. 2015 - Present
Pymetrics, Technology Start-Up 2014 - Present
Severino Center for Technological Entrepreneurship 2014 - Present
Phi Kappa Theta Fraternity 2013 - Present
Roebling Investment Fund 2012 - Present
Fitzedward Consulting Group (FBLA-PBL) 2012 - Present
McGraw Hill Financial, Standard & Poor's Ratings Services 2014 - 2015
Sponsors for Educational Opportunity 2014 - 2015
C.L. King & Associates 2014 - 2015
Skills
Microsoft Excel, Matlab, Leadership, Quantitative Finance, Investments, Financial Research, Market Research, Corporate Finance, Public Speaking, Econometrics, Time Management, PowerPoint, Microsoft Word, Editing, Financial Statement..., Valuation, Management Consulting, Accounting, Data Analysis, Teamwork, Risk Management, Cash Flow, Python, Bloomberg Terminal, Business Analysis, C++, JavaScript, Visual Basic, HTML, CSS, Maple, Stata, LaTeX, MySQL, Microsoft Access, Capital IQ, QuickBooks
Education
Rensselaer Polytechnic Institute
M.S. Quantitative Finance and Risk Analytics, Concentration: Quantitative Analysis
Rensselaer Polytechnic Institute 2012 — 2016
Dual B.S. Degree, Mathematics of Operations Research, Minors: Finance, and Management and Technology
Rensselaer Polytechnic Institute 2012 — 2016
Dual B.S. Degree, Economics, Minors: Finance, and Management and Technology
University Heights High School 2010 — 2012
4.0/4.0
Liceo de Loja 2009 — 2010
4.0/4.0
Emily Clegg's CL King & Associates Experience August 2012 - December 2012
Job Real Estate Securities Analyst at BlackRock
Industry Financial Services
Experience
BlackRock August 2014 - Present
BlackRock June 2013 - August 2013
CL King & Associates August 2012 - December 2012
Dartmouth Policy Research Shop September 2011 - September 2012
U.S. Senator Rob Portman (R-OH) June 2011 - August 2011
Prudential Kathy Reid Realty June 2010 - August 2010
Skills
Research, Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Data Analysis, Financial Analysis, Financial Modeling, Equity Research Analysis, Real Estate License, Commercial Real Estate..., Investments
Education
Dartmouth College 2010 — 2014
Bachelor of Arts (B.A.), Economics, Public Policy
Western Reserve Academy 2006 — 2010
High School
BlackRock August 2014 - Present
BlackRock June 2013 - August 2013
CL King & Associates August 2012 - December 2012
Dartmouth Policy Research Shop September 2011 - September 2012
U.S. Senator Rob Portman (R-OH) June 2011 - August 2011
Prudential Kathy Reid Realty June 2010 - August 2010
Skills
Research, Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Data Analysis, Financial Analysis, Financial Modeling, Equity Research Analysis, Real Estate License, Commercial Real Estate..., Investments
Education
Dartmouth College 2010 — 2014
Bachelor of Arts (B.A.), Economics, Public Policy
Western Reserve Academy 2006 — 2010
High School
Benjamin Lepore Benjamin Lepore's CL King & Associates Experience June 2012 - July 2012
Job Analyst at J.P. Morgan Chase
Industry Financial Services
Experience
J.P. Morgan 2014 - 2015
J.P. Morgan 2014 - 2015
J.P. Morgan 2014 - 2015
J.P. Morgan June 2013 - August 2013
C.L. King & Associates June 2012 - July 2012
Barclays Capital Inc. June 2011 - June 2011
Edgewood Country Club April 2006 - May 2011
Education
Emory University - Goizueta Business School 2010 — 2014
J.P. Morgan 2014 - 2015
J.P. Morgan 2014 - 2015
J.P. Morgan 2014 - 2015
J.P. Morgan June 2013 - August 2013
C.L. King & Associates June 2012 - July 2012
Barclays Capital Inc. June 2011 - June 2011
Edgewood Country Club April 2006 - May 2011
Education
Emory University - Goizueta Business School 2010 — 2014
Andrea Burriesci O'Neill's CL King & Associates Experience July 2010 - March 2014
Job Vice President Client Relations at Hollow Brook Wealth Management
Industry Financial Services
Experience
Hollow Brook Wealth Management March 2014 - Present
CL King & Associates July 2010 - March 2014
GE Asset Management January 2007 - July 2010
Skills
Series 7, Series 63, Green Belt, Six Sigma, Fixed Income, Capital Markets, Equities, Financial Risk, Hedge Funds, Series 24, Prime Brokerage, Trading, Derivatives, Equity Research
Education
SUNY Albany 2003 — 2006
Bachelor of Science, Mathematics - Statistics
Hollow Brook Wealth Management March 2014 - Present
CL King & Associates July 2010 - March 2014
GE Asset Management January 2007 - July 2010
Skills
Series 7, Series 63, Green Belt, Six Sigma, Fixed Income, Capital Markets, Equities, Financial Risk, Hedge Funds, Series 24, Prime Brokerage, Trading, Derivatives, Equity Research
Education
SUNY Albany 2003 — 2006
Bachelor of Science, Mathematics - Statistics
Brendan J. Bowers, ARM's CL King & Associates Experience February 2005 - November 2011
Job Liberty Mutual Benefits
Industry Insurance
Experience
Liberty Mutual Insurance October 2012 - Present
Securevest Financial Group February 2012 - July 2012
CL King & Associates February 2005 - November 2011
Needham & Company July 1999 - February 2005
RDM SECURITIES September 1995 - July 1999
Skills
Trading, Securities, Equities, Bloomberg, Series 63, Capital Markets, Prime Brokerage, Wealth Management, Investments, Series 24, Trading Strategies, Equity Trading, Hedge Funds, Alternative Investments, Asset Management, Bonds, Series 55, Bloomberg Professional, Mutual Funds, Electronic Trading, FINRA, Equity Research, Microsoft Excel, Options, Portfolio Management, Investment Strategies, Excel, Insurance, Sales Management, Direct Sales, Sales Operations, Sales Presentations, Series 7, Risk Management, Fixed Income, Finance, Relationship Management, Financial Risk
Education
Middlebury College 1991 — 1995
BA, American Civilization
West Islip High School
Liberty Mutual Insurance October 2012 - Present
Securevest Financial Group February 2012 - July 2012
CL King & Associates February 2005 - November 2011
Needham & Company July 1999 - February 2005
RDM SECURITIES September 1995 - July 1999
Skills
Trading, Securities, Equities, Bloomberg, Series 63, Capital Markets, Prime Brokerage, Wealth Management, Investments, Series 24, Trading Strategies, Equity Trading, Hedge Funds, Alternative Investments, Asset Management, Bonds, Series 55, Bloomberg Professional, Mutual Funds, Electronic Trading, FINRA, Equity Research, Microsoft Excel, Options, Portfolio Management, Investment Strategies, Excel, Insurance, Sales Management, Direct Sales, Sales Operations, Sales Presentations, Series 7, Risk Management, Fixed Income, Finance, Relationship Management, Financial Risk
Education
Middlebury College 1991 — 1995
BA, American Civilization
West Islip High School
William Preston, CFA's CL King & Associates Experience May 2011 - May 2012
Job Senior Research Analyst at Renaissance Capital LLC
Industry Investment Management
Experience
Renaissance Capital LLC September 2015 - Present
Renaissance Capital LLC May 2012 - August 2015
CL King & Associates May 2011 - May 2012
UAlbany School of Business Investment Group September 2011 - December 2011
Fenimore Asset Management June 2010 - August 2010
Skills
Equities, Financial Modeling, Equity Research, Equity Valuation, Valuation, Financial Analysis, Investments, Economics, Chartered Financial...
Education
State University of New York at Albany 2009 — 2011
B.S, Business Administration - Finance/ITM; Minor in Economics
Renaissance Capital LLC September 2015 - Present
Renaissance Capital LLC May 2012 - August 2015
CL King & Associates May 2011 - May 2012
UAlbany School of Business Investment Group September 2011 - December 2011
Fenimore Asset Management June 2010 - August 2010
Skills
Equities, Financial Modeling, Equity Research, Equity Valuation, Valuation, Financial Analysis, Investments, Economics, Chartered Financial...
Education
State University of New York at Albany 2009 — 2011
B.S, Business Administration - Finance/ITM; Minor in Economics
Jimi Honochick's CL King & Associates Experience May 2014 - August 2014
Job Executive Associate at Wilmington Trust
Industry Entertainment
Experience
Wilmington Trust July 2015 - Present
Tildenrow Partners October 2014 - April 2015
C.L. King & Associates May 2014 - August 2014
Glanstone Capital February 2014 - June 2014
Endemol USA October 2012 - February 2013
America's Got Talent May 2012 - September 2012
Freelance May 2009 - April 2012
Let's Make a Deal May 2010 - February 2012
Fremantlemedia 2010 - 2012
Let's Make a Deal June 2011 - December 2011
Skills
Television, Video Production, Film Production, Producing, Production Budgeting, Film, Entertainment, Financial Modeling, Financial Analysis, Equity Research, Microsoft Excel, Financial Statement..., Equity Valuation, Corporate Finance, Project Management
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA), Marketing/Marketing Management, General
Villanova University 2005 — 2009
Bachelor of Arts (B.A.), Communication and Media Studies
Wilmington Trust July 2015 - Present
Tildenrow Partners October 2014 - April 2015
C.L. King & Associates May 2014 - August 2014
Glanstone Capital February 2014 - June 2014
Endemol USA October 2012 - February 2013
America's Got Talent May 2012 - September 2012
Freelance May 2009 - April 2012
Let's Make a Deal May 2010 - February 2012
Fremantlemedia 2010 - 2012
Let's Make a Deal June 2011 - December 2011
Skills
Television, Video Production, Film Production, Producing, Production Budgeting, Film, Entertainment, Financial Modeling, Financial Analysis, Equity Research, Microsoft Excel, Financial Statement..., Equity Valuation, Corporate Finance, Project Management
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA), Marketing/Marketing Management, General
Villanova University 2005 — 2009
Bachelor of Arts (B.A.), Communication and Media Studies
Michael Arias Michael Arias's CL King & Associates Experience June 2010 - December 2010
Job MO Analyst Global Investment Opportunities Group at J.P. Morgan
Industry Banking
Experience
J.P. Morgan April 2014 - Present
Neuberger Berman June 2012 - April 2014
Morgan Stanley June 2011 - March 2012
J.P. Morgan March 2011 - May 2011
CL King & Associates June 2010 - December 2010
University at Albany School of Business Investment Group September 2009 - December 2010
New York State Small Business Development Center September 2008 - December 2008
Skills
Fixed Income, Series 7, Financial Modeling, Mutual Funds, Financial Analysis, Series 63, Microsoft Excel, Bloomberg Terminal, Investments, Securities, Series 6, Credit Derivatives, Derivatives, Equity Derivatives, Interest Rate..., FX Derivatives, Exotic Derivatives, Trading, Trading Strategies
Education
State University of New York at Albany 2006 — 2010
Bachelors of Science, B.S. Business Administration Honors Financial Analyst Concentration, Economics
New rochelle high school 2002 — 2006
J.P. Morgan April 2014 - Present
Neuberger Berman June 2012 - April 2014
Morgan Stanley June 2011 - March 2012
J.P. Morgan March 2011 - May 2011
CL King & Associates June 2010 - December 2010
University at Albany School of Business Investment Group September 2009 - December 2010
New York State Small Business Development Center September 2008 - December 2008
Skills
Fixed Income, Series 7, Financial Modeling, Mutual Funds, Financial Analysis, Series 63, Microsoft Excel, Bloomberg Terminal, Investments, Securities, Series 6, Credit Derivatives, Derivatives, Equity Derivatives, Interest Rate..., FX Derivatives, Exotic Derivatives, Trading, Trading Strategies
Education
State University of New York at Albany 2006 — 2010
Bachelors of Science, B.S. Business Administration Honors Financial Analyst Concentration, Economics
New rochelle high school 2002 — 2006
Nicholas Gallicchio Nicholas Gallicchio's CL King & Associates Experience March 2007 - September 2008
Job Financial Analyst at NYU School of Medicine
Industry Hospital & Health Care
Experience
NYU School of Medicine September 2014 - Present
State of New Jersey April 2012 - September 2014
C.L. King & Associates March 2007 - September 2008
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Access, Business Objects, Visio, Visual Basic, Financial Analysis, Financial Reporting, Financial Modeling, Finance, Financial Accounting, Cost Accounting, Budget Forecasts, SQL, Analysis
Education
Western Kentucky University 2013 — 2014
Master of Business Administration (M.B.A.), 4.0
Thomas Edison State College 2012 — 2012
B.S.B.A., Accounting
Rutgers, The State University of New Jersey-Newark
Bachelor's Degree, Finance, General, 3.8
Freehold Twp. H.S.
NYU School of Medicine September 2014 - Present
State of New Jersey April 2012 - September 2014
C.L. King & Associates March 2007 - September 2008
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Access, Business Objects, Visio, Visual Basic, Financial Analysis, Financial Reporting, Financial Modeling, Finance, Financial Accounting, Cost Accounting, Budget Forecasts, SQL, Analysis
Education
Western Kentucky University 2013 — 2014
Master of Business Administration (M.B.A.), 4.0
Thomas Edison State College 2012 — 2012
B.S.B.A., Accounting
Rutgers, The State University of New Jersey-Newark
Bachelor's Degree, Finance, General, 3.8
Freehold Twp. H.S.
Bill Weldon Bill Weldon's CL King & Associates Experience 2003 - 2007
Job Managing DirectorInvestments
Industry Financial Services
Experience
Wells Fargo Advisors, LLC May 2007 - Present
C.L. King & Associates 2003 - 2007
Skills
Series 7, Alternative Investments, Equities, Series 63, Investments, Portfolio Management, Capital Markets
Education
UCLA Anderson School of Management 1989 — 1991
Master of Business Administration (M.B.A.)
Middlebury College 1982 — 1986
B.A.
Wells Fargo Advisors, LLC May 2007 - Present
C.L. King & Associates 2003 - 2007
Skills
Series 7, Alternative Investments, Equities, Series 63, Investments, Portfolio Management, Capital Markets
Education
UCLA Anderson School of Management 1989 — 1991
Master of Business Administration (M.B.A.)
Middlebury College 1982 — 1986
B.A.
Stephanie Hynes Stephanie Hynes's CL King & Associates Experience January 2014 - May 2014
Job Content Marketing Specialist at NutraClick
Industry Marketing and Advertising
Experience
NutraClick August 2015 - Present
NutraClick (formerly Hungry Fish Media) January 2015 - August 2015
Exago Inc. July 2014 - December 2014
CL King & Associates January 2014 - May 2014
Sigma Delta Tau January 2013 - January 2014
Sigma Delta Tau May 2012 - January 2013
Skills
Microsoft Excel, Microsoft Word, Eviews, Photoshop, PowerPoint, Adobe, Entrepreneurship, Economics, Research, Facebook, Spanish
Education
Union College
Bachelor's degree, Economics
NutraClick August 2015 - Present
NutraClick (formerly Hungry Fish Media) January 2015 - August 2015
Exago Inc. July 2014 - December 2014
CL King & Associates January 2014 - May 2014
Sigma Delta Tau January 2013 - January 2014
Sigma Delta Tau May 2012 - January 2013
Skills
Microsoft Excel, Microsoft Word, Eviews, Photoshop, PowerPoint, Adobe, Entrepreneurship, Economics, Research, Facebook, Spanish
Education
Union College
Bachelor's degree, Economics
Taylor McMillen Taylor McMillen's CL King & Associates Experience November 2012 - Present
Job Graduate Resident Director at The Sage Colleges
Industry Automotive
Experience
The Sage Colleges August 2015 - Present
Keeler Motor Car Company July 2015 - Present
Capital District YMCA October 2013 - Present
C.L. King & Associates November 2012 - Present
The Sage Colleges August 2012 - July 2015
Capital District YMCA October 2009 - July 2015
Snappy Cow August 2011 - May 2012
Skills
Time Management, Leadership, Organization Skills, Sales, Customer Service, Communication, Computer Proficiency, Research, Teamwork, Microsoft Office
Education
The Sage Colleges-Sage College of Albany 2011 — 2015
Bachelor of Science (BS), Business Administration and Management, General
Averill Park High School 2007 — 2011
High School
The Sage Colleges August 2015 - Present
Keeler Motor Car Company July 2015 - Present
Capital District YMCA October 2013 - Present
C.L. King & Associates November 2012 - Present
The Sage Colleges August 2012 - July 2015
Capital District YMCA October 2009 - July 2015
Snappy Cow August 2011 - May 2012
Skills
Time Management, Leadership, Organization Skills, Sales, Customer Service, Communication, Computer Proficiency, Research, Teamwork, Microsoft Office
Education
The Sage Colleges-Sage College of Albany 2011 — 2015
Bachelor of Science (BS), Business Administration and Management, General
Averill Park High School 2007 — 2011
High School
Stephen Potts Stephen Potts's CL King & Associates Experience June 2011 - August 2011
Job Restructuring Associate
Industry Financial Services
Experience
RPA Advisors, LLC August 2012 - Present
CL King & Associates June 2011 - August 2011
The Standard December 2007 - June 2010
RBS Global Banking & Markets June 2006 - June 2007
Skills
Investments, Finance, Valuation, Financial Modeling, Investment Banking, Hedge Funds, Private Equity, Corporate Finance, Financial Analysis, Capital Markets, Debt, Portfolio Management, Equities, Leadership, Due Diligence, Alternative Investments, Securities, Bloomberg, Fixed Income, Asset Managment
Education
Northwestern University - Kellogg School of Management 2010 — 2012
Master of Business Administration (MBA), Finance; Economics; Management & Strategy
Bentley College 2001 — 2005
B.S., Finance
RPA Advisors, LLC August 2012 - Present
CL King & Associates June 2011 - August 2011
The Standard December 2007 - June 2010
RBS Global Banking & Markets June 2006 - June 2007
Skills
Investments, Finance, Valuation, Financial Modeling, Investment Banking, Hedge Funds, Private Equity, Corporate Finance, Financial Analysis, Capital Markets, Debt, Portfolio Management, Equities, Leadership, Due Diligence, Alternative Investments, Securities, Bloomberg, Fixed Income, Asset Managment
Education
Northwestern University - Kellogg School of Management 2010 — 2012
Master of Business Administration (MBA), Finance; Economics; Management & Strategy
Bentley College 2001 — 2005
B.S., Finance
Brian Dong-Yoon Kim's CL King & Associates Experience December 2014 - February 2015
Job DCM Analyst at Societe Generale Corporate and Investment Banking SGCIB
Industry Financial Services
Experience
Societe Generale Corporate and Investment Banking - SGCIB March 2015 - Present
C.L. King & Associates December 2014 - February 2015
Bloomberg LP June 2014 - August 2014
Republic of Korea Army March 2012 - December 2013
Burson-Marsteller December 2011 - February 2012
Dartmouth College June 2011 - December 2011
Korea Lhotse Youth Expedition January 2009 - January 2009
Beijing Olympic Youth Camp August 2008 - August 2008
Harvard Project for Asian and International Relations (HPAIR) August 2008 - August 2008
Skills
Research, Community Outreach, Marketing Strategy, Strategy, Public Relations, Analytics, Data Analysis, Market Analysis, Branding, Sales, Financial Modeling, Economics
Education
Dartmouth College 2009 — 2015
Bachelor of Arts (BA), History with concentration in War & Peace Studies
Beijing Normal University 2010 — 2010
Bachelor of Arts (B.A.)
Korean Minjok Leadership Academy 2006 — 2009
Liberal Arts
Societe Generale Corporate and Investment Banking - SGCIB March 2015 - Present
C.L. King & Associates December 2014 - February 2015
Bloomberg LP June 2014 - August 2014
Republic of Korea Army March 2012 - December 2013
Burson-Marsteller December 2011 - February 2012
Dartmouth College June 2011 - December 2011
Korea Lhotse Youth Expedition January 2009 - January 2009
Beijing Olympic Youth Camp August 2008 - August 2008
Harvard Project for Asian and International Relations (HPAIR) August 2008 - August 2008
Skills
Research, Community Outreach, Marketing Strategy, Strategy, Public Relations, Analytics, Data Analysis, Market Analysis, Branding, Sales, Financial Modeling, Economics
Education
Dartmouth College 2009 — 2015
Bachelor of Arts (BA), History with concentration in War & Peace Studies
Beijing Normal University 2010 — 2010
Bachelor of Arts (B.A.)
Korean Minjok Leadership Academy 2006 — 2009
Liberal Arts
Rachel Jacobellis's CL King & Associates Experience June 2003 - August 2003
Job
Industry Investment Management
Experience
Napier Park Global Capital (fka Citi Capital Advisors/Citi Alternative Investments) August 2007 - April 2013
MKP Capital March 2006 - June 2007
PEA Capital (fka PIMCO Equity Advisors/Allianz) June 2004 - February 2006
CL King & Associates June 2003 - August 2003
Education
Cornell University 2000 — 2004
BS, Applied Economics and Management
Napier Park Global Capital (fka Citi Capital Advisors/Citi Alternative Investments) August 2007 - April 2013
MKP Capital March 2006 - June 2007
PEA Capital (fka PIMCO Equity Advisors/Allianz) June 2004 - February 2006
CL King & Associates June 2003 - August 2003
Education
Cornell University 2000 — 2004
BS, Applied Economics and Management
David Hubbs's CL King & Associates Experience August 2002 - December 2002
Job Bank Examiner at Federal Reserve Bank of New York
Industry Banking
Experience
Federal Reserve Bank of New York April 2012 - Present
Federal Reserve Bank August 2005 - April 2012
Federal Reserve Bank January 2009 - June 2009
First Albany December 2002 - August 2005
CL King & Associates August 2002 - December 2002
Education
Rensselaer Polytechnic Institute 1998 — 2002
Bachelor of Science, Management; Finance
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1998 — 2002
B.S., Finance
Federal Reserve Bank of New York April 2012 - Present
Federal Reserve Bank August 2005 - April 2012
Federal Reserve Bank January 2009 - June 2009
First Albany December 2002 - August 2005
CL King & Associates August 2002 - December 2002
Education
Rensselaer Polytechnic Institute 1998 — 2002
Bachelor of Science, Management; Finance
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1998 — 2002
B.S., Finance
Shawn Banach's CL King & Associates Experience June 1996 - Present
Job Senior VP Sales Trader at CL King & Associates
Industry Investment Management
Experience
CL King & Associates June 1996 - Present
Key Trust Company September 1986 - December 1995
Skills
Series 7, Series 63, Equities, Bloomberg, Securities, Equity Trading, Trading, Fixed Income, Financial Analysis, FINRA, Equity Research, Mutual Funds, Hedge Funds, Series 24, Customer Service, Investments, Alternative Investments, Portfolio Management, Asset Management, Operations Management, Management
Education
Siena College 1982 — 1986
Bachelor of Business Administration (BBA), Accounting
Don Bosco Prep 1978 — 1982
Sacred Heart 1972 — 1978
Elementary
CL King & Associates June 1996 - Present
Key Trust Company September 1986 - December 1995
Skills
Series 7, Series 63, Equities, Bloomberg, Securities, Equity Trading, Trading, Fixed Income, Financial Analysis, FINRA, Equity Research, Mutual Funds, Hedge Funds, Series 24, Customer Service, Investments, Alternative Investments, Portfolio Management, Asset Management, Operations Management, Management
Education
Siena College 1982 — 1986
Bachelor of Business Administration (BBA), Accounting
Don Bosco Prep 1978 — 1982
Sacred Heart 1972 — 1978
Elementary
Jeremiah Jacobson's CL King & Associates Experience April 2011 - June 2012
Job Sr. Analyst at Varde Partners
Industry Investment Management
Experience
Self Employed June 2012 - August 2013
CL King & Associates April 2011 - June 2012
SSG Management, LLC February 2010 - March 2011
TPG Credit Management February 2008 - July 2009
RBC Capital Markets July 2007 - January 2008
RBC Capital Markets March 2006 - June 2007
RBC Dain Rauscher December 2001 - November 2005
Skills
Fixed Income, Investments, Trading, Bloomberg, Hedge Funds, Securities, Capital Markets, Options, Financial Markets, Series 63, FINRA, Equities, Financial Modeling, Asset Managment, Series 7, Alternative Investments, Portfolio Management, Valuation, Financial Analysis, Derivatives, Mutual Funds, Corporate Finance, Equity Research, Investment Management
Education
St. Olaf College 1997 — 2001
Bachelor of Arts (BA), Economics
Self Employed June 2012 - August 2013
CL King & Associates April 2011 - June 2012
SSG Management, LLC February 2010 - March 2011
TPG Credit Management February 2008 - July 2009
RBC Capital Markets July 2007 - January 2008
RBC Capital Markets March 2006 - June 2007
RBC Dain Rauscher December 2001 - November 2005
Skills
Fixed Income, Investments, Trading, Bloomberg, Hedge Funds, Securities, Capital Markets, Options, Financial Markets, Series 63, FINRA, Equities, Financial Modeling, Asset Managment, Series 7, Alternative Investments, Portfolio Management, Valuation, Financial Analysis, Derivatives, Mutual Funds, Corporate Finance, Equity Research, Investment Management
Education
St. Olaf College 1997 — 2001
Bachelor of Arts (BA), Economics
Daniel D. Dutcher's CL King & Associates Experience 1987 - 1994
Job Supervisory Analyst & Editor SVP at Morgan Joseph TriArtisan LLC
Industry Financial Services
Experience
Morgan Joseph TriArtisan LLC 2006 - Present
Advest, Inc. 1996 - 2005
C.L. King & Associates 1987 - 1994
Skills
BlueMatrix Savvy
Education
Clarkson University 1982 — 1986
Bachelor of Science, Finance: Economics & Investments Concentrations
Morgan Joseph TriArtisan LLC 2006 - Present
Advest, Inc. 1996 - 2005
C.L. King & Associates 1987 - 1994
Skills
BlueMatrix Savvy
Education
Clarkson University 1982 — 1986
Bachelor of Science, Finance: Economics & Investments Concentrations
John Moore, CFA's CL King & Associates Experience December 2011 - November 2013
Job Research Analyst at Skylands Capital, LLC
Industry Investment Management
Experience
Skylands Capital, LLC January 2014 - Present
C.L. King & Associates December 2011 - November 2013
CMJ Partners, LLC September 2010 - December 2011
Robert W. Baird & Co. July 2005 - August 2010
Aurora Investment Management June 2004 - September 2004
Skills
Financial Modeling, Investments, Industry Analysis, Equity Valuation, Equity Research, Capital Markets, Hedge Funds
Education
The University of Chicago - Booth School of Business 2008 — 2011
Master, Business Administration
Northwestern University 2001 — 2005
Bachelor of Science, Industrial Engineering
Skylands Capital, LLC January 2014 - Present
C.L. King & Associates December 2011 - November 2013
CMJ Partners, LLC September 2010 - December 2011
Robert W. Baird & Co. July 2005 - August 2010
Aurora Investment Management June 2004 - September 2004
Skills
Financial Modeling, Investments, Industry Analysis, Equity Valuation, Equity Research, Capital Markets, Hedge Funds
Education
The University of Chicago - Booth School of Business 2008 — 2011
Master, Business Administration
Northwestern University 2001 — 2005
Bachelor of Science, Industrial Engineering
Shelly Henbest's CL King & Associates Experience 2004 - 2005
Job Vice President, Portfolio Management Credit Analyst
Industry Investment Management
Experience
Chandler Asset Management 2009 - Present
Bear Stearns 2005 - 2008
CL King & Associates 2004 - 2005
Ford Equity Research 2001 - 2004
Starbuck, Tisdale & Associates 2000 - 2000
Skills
Equity Research, Valuation, Fixed Income, Bonds, Bloomberg, Equities, Hedge Funds, Financial Modeling, Investments, Portfolio Management, Private Equity, Due Diligence, Financial Analysis
Education
University of California, Santa Barbara 1996 — 2000
BA, Business Economics
Chandler Asset Management 2009 - Present
Bear Stearns 2005 - 2008
CL King & Associates 2004 - 2005
Ford Equity Research 2001 - 2004
Starbuck, Tisdale & Associates 2000 - 2000
Skills
Equity Research, Valuation, Fixed Income, Bonds, Bloomberg, Equities, Hedge Funds, Financial Modeling, Investments, Portfolio Management, Private Equity, Due Diligence, Financial Analysis
Education
University of California, Santa Barbara 1996 — 2000
BA, Business Economics
Karan Chopra's CL King & Associates Experience November 2012 - January 2014
Job Head High Yield Credit Trading at FBR
Industry Financial Services
Experience
FBR July 2014 - Present
CL King & Associates November 2012 - January 2014
Dreman Value Management 2010 - June 2012
PNC June 2004 - April 2009
National City Bank 2004 - 2009
Skills
Credit, Portfolio Management, High Yield, Mutual Funds, Bloomberg, Leveraged Finance, Investments, Hedge Funds, Capital Markets, CDS, Trading, Fixed Income, Equities
Education
Colgate University
Weatherhead School of Management at Case Western Reserve University 1994 — 1996
MBA, Finance
Avon Old Farms
FBR July 2014 - Present
CL King & Associates November 2012 - January 2014
Dreman Value Management 2010 - June 2012
PNC June 2004 - April 2009
National City Bank 2004 - 2009
Skills
Credit, Portfolio Management, High Yield, Mutual Funds, Bloomberg, Leveraged Finance, Investments, Hedge Funds, Capital Markets, CDS, Trading, Fixed Income, Equities
Education
Colgate University
Weatherhead School of Management at Case Western Reserve University 1994 — 1996
MBA, Finance
Avon Old Farms
Jack Mullen's CL King & Associates Experience April 2005 - Present
Job Directorsalestrading at CL King & Associates
Industry Financial Services
Experience
CL King & Associates April 2005 - Present
RBC Capital Markets February 2003 - February 2005
Skills
Series 63, Bloomberg, Trading, Equity Research, Series 7, Fixed Income
Education
Belmont Abbey College 1987 — 1991
fordham prep 1983 — 1987
High School
CL King & Associates April 2005 - Present
RBC Capital Markets February 2003 - February 2005
Skills
Series 63, Bloomberg, Trading, Equity Research, Series 7, Fixed Income
Education
Belmont Abbey College 1987 — 1991
fordham prep 1983 — 1987
High School
Chesley Snider's CL King & Associates Experience 2007 - Present
Job Vice President at CL King & Associates
Industry Financial Services
Experience
CL King & Associates 2007 - Present
Telsey Advisory Group 2006 - 2007
New Vernon Associates 2005 - 2006
Fulcrum Global Partners 2003 - 2004
Bear Stearns 1998 - 2003
Education
United States Naval Academy 1989 — 1993
BS, English
CL King & Associates 2007 - Present
Telsey Advisory Group 2006 - 2007
New Vernon Associates 2005 - 2006
Fulcrum Global Partners 2003 - 2004
Bear Stearns 1998 - 2003
Education
United States Naval Academy 1989 — 1993
BS, English
Doug Pearl's CL King & Associates Experience December 2010 - June 2012
Job Vice President at Topeka Capital Markets, Inc
Industry Financial Services
Experience
Topeka Capital Markets, Inc December 2013 - Present
Boston Financial Corporation July 2011 - November 2013
CL King & Associates December 2010 - June 2012
Kaufman Brothers May 2008 - April 2010
Telsey Advisory Group August 2007 - May 2008
Skills
Equity Research, Series 63, Equities, Capital Markets, Series 24, Securities
Education
University of Pennsylvania - The Wharton School 1981 — 1985
BS Econ, Finance/Marketing
Choate Rosemary Hall 1977 — 1981
Topeka Capital Markets, Inc December 2013 - Present
Boston Financial Corporation July 2011 - November 2013
CL King & Associates December 2010 - June 2012
Kaufman Brothers May 2008 - April 2010
Telsey Advisory Group August 2007 - May 2008
Skills
Equity Research, Series 63, Equities, Capital Markets, Series 24, Securities
Education
University of Pennsylvania - The Wharton School 1981 — 1985
BS Econ, Finance/Marketing
Choate Rosemary Hall 1977 — 1981
Zack Bowen's CL King & Associates Experience December 2007 - July 2011
Job Principal at Bowen Asset Management LLC
Industry Financial Services
Experience
Bowen Asset Management LLC August 2012 - Present
Noble Financial Capital Markets August 2011 - August 2012
CL King & Associates December 2007 - July 2011
Avondale Partners LLC, August 2003 - September 2007
Commerce Capital Markets July 2001 - May 2003
Janney Montgomery Scott, LLC. January 1991 - July 2001
Prescott, Ball & Turben, Inc./ Kemper Securities / Everen 1988 - 1991
Swergold, Chefitz, & Sinsabaugh, Inc 1987 - 1988
Freimark Blair & Co., Inc 1985 - 1987
Butcher & Singer, Inc 1982 - 1985
Skills
Strategic Planning, New Business Development, Investments, Equity Research, Capital Markets, Financial Advisory, Strategic Financial..., Start-ups, Finance, Trading, Corporate Communications, Asset Management, Management, Analysis, Equity Trading, Financial Services, Valuation, Economics, Mergers & Acquisitions, Fixed Income, Wealth Management, Banking, Asset Managment, Leadership, Investment Banking, Risk Management, Portfolio Management, Strategy, Due Diligence, Hedge Funds
Education
Rutgers, The State University of New Jersey 1997 — 2001
MBA2002, Finance
Binghamton University 1978 — 1980
B.A, English
Bowen Asset Management LLC August 2012 - Present
Noble Financial Capital Markets August 2011 - August 2012
CL King & Associates December 2007 - July 2011
Avondale Partners LLC, August 2003 - September 2007
Commerce Capital Markets July 2001 - May 2003
Janney Montgomery Scott, LLC. January 1991 - July 2001
Prescott, Ball & Turben, Inc./ Kemper Securities / Everen 1988 - 1991
Swergold, Chefitz, & Sinsabaugh, Inc 1987 - 1988
Freimark Blair & Co., Inc 1985 - 1987
Butcher & Singer, Inc 1982 - 1985
Skills
Strategic Planning, New Business Development, Investments, Equity Research, Capital Markets, Financial Advisory, Strategic Financial..., Start-ups, Finance, Trading, Corporate Communications, Asset Management, Management, Analysis, Equity Trading, Financial Services, Valuation, Economics, Mergers & Acquisitions, Fixed Income, Wealth Management, Banking, Asset Managment, Leadership, Investment Banking, Risk Management, Portfolio Management, Strategy, Due Diligence, Hedge Funds
Education
Rutgers, The State University of New Jersey 1997 — 2001
MBA2002, Finance
Binghamton University 1978 — 1980
B.A, English
Sera Oliver's CL King & Associates Experience 1998 - 1999
Job Vice PresidentCapital Markets
Industry Financial Services
Experience
Key Equipment Finance January 2004 - Present
Key Equipment Finance August 1999 - January 2004
CL King & Associates 1998 - 1999
Skills
Credit Analysis, Credit, Commercial Lending, Loans, Financial Analysis, Underwriting, Finance, Structured Finance, Sales, Capital Markets, Financial Services, Corporate Finance
Education
State University of New York at Albany 2000 — 2002
MBA, Business Administration and Management, General
University at Albany, SUNY 1994 — 1998
Bachelor of Science, Mathematics
Key Equipment Finance January 2004 - Present
Key Equipment Finance August 1999 - January 2004
CL King & Associates 1998 - 1999
Skills
Credit Analysis, Credit, Commercial Lending, Loans, Financial Analysis, Underwriting, Finance, Structured Finance, Sales, Capital Markets, Financial Services, Corporate Finance
Education
State University of New York at Albany 2000 — 2002
MBA, Business Administration and Management, General
University at Albany, SUNY 1994 — 1998
Bachelor of Science, Mathematics
John Wissing's CL King & Associates Experience March 2007 - February 2008
Job Consultant at Angelo, Gordon & Co.
Industry Financial Services
Experience
Angelo, Gordon & Co. September 2011 - Present
C&A Consulting LLC October 2009 - Present
York Capital Management October 2009 - July 2011
Dodge Printing LLC March 2008 - 2009
CL King & Associates March 2007 - February 2008
First Albany Capital January 2000 - February 2007
First Albany Capital January 1995 - January 2000
First Albany Capital September 1986 - January 1995
Skills
Hedge Funds, Leadership, Change Management, Equities, Management, Strategic Planning, Financial Services, Series 7, Wealth Management, Operations Management, Investments, Securities, Strategy, Capital Markets, Fixed Income, Portfolio Management, Asset Management, Consulting, Investment Banking, Valuation, Private Equity, Financial Modeling
Education
State University of New York College at Cortland 1982 — 1986
Angelo, Gordon & Co. September 2011 - Present
C&A Consulting LLC October 2009 - Present
York Capital Management October 2009 - July 2011
Dodge Printing LLC March 2008 - 2009
CL King & Associates March 2007 - February 2008
First Albany Capital January 2000 - February 2007
First Albany Capital January 1995 - January 2000
First Albany Capital September 1986 - January 1995
Skills
Hedge Funds, Leadership, Change Management, Equities, Management, Strategic Planning, Financial Services, Series 7, Wealth Management, Operations Management, Investments, Securities, Strategy, Capital Markets, Fixed Income, Portfolio Management, Asset Management, Consulting, Investment Banking, Valuation, Private Equity, Financial Modeling
Education
State University of New York College at Cortland 1982 — 1986
Jacob Meier's CL King & Associates Experience 2013 - 2015
Job Jr. Full Stack Web Developer
Industry Investment Management
Experience
Zero K Wipes 2012 - Present
CL King & Associates 2013 - 2015
Rentricity Inc. 2011 - 2014
Axelrod Energy Projects 2011 - 2013
SuperDerivatives 2009 - 2010
Lincolnshire Management June 2009 - August 2009
CIFC June 2007 - August 2007
Northriver Capital 2006 - 2006
Skills
Financial Modeling, Financial Analysis, Equities, Start-ups, Microsoft Excel, Value Investing, Fundamental Analysis, HTML5, CSS, Ruby on Rails, Github, Git, Web Design, Web Development, Operations Management, Entrepreneurship, Product Development, Private Equity, Corporate Finance, Mergers & Acquisitions, Capital Markets, Due Diligence, Investments, Valuation, JavaScript, Renewable Energy, Portfolio Management
Education
Emory University 2005 — 2009
Bachelor of Arts (B.A.), Economics
East China Normal University 2008 — 2008
Economics
New York Code + Design Academy
Zero K Wipes 2012 - Present
CL King & Associates 2013 - 2015
Rentricity Inc. 2011 - 2014
Axelrod Energy Projects 2011 - 2013
SuperDerivatives 2009 - 2010
Lincolnshire Management June 2009 - August 2009
CIFC June 2007 - August 2007
Northriver Capital 2006 - 2006
Skills
Financial Modeling, Financial Analysis, Equities, Start-ups, Microsoft Excel, Value Investing, Fundamental Analysis, HTML5, CSS, Ruby on Rails, Github, Git, Web Design, Web Development, Operations Management, Entrepreneurship, Product Development, Private Equity, Corporate Finance, Mergers & Acquisitions, Capital Markets, Due Diligence, Investments, Valuation, JavaScript, Renewable Energy, Portfolio Management
Education
Emory University 2005 — 2009
Bachelor of Arts (B.A.), Economics
East China Normal University 2008 — 2008
Economics
New York Code + Design Academy
Rishi Anand's CL King & Associates Experience May 2010 - August 2010
Job Equity Capital Markets
Industry Capital Markets
Experience
Citi July 2014 - Present
Wells Fargo July 2011 - September 2013
C.L. King & Associates May 2010 - August 2010
Merrill Lynch January 2007 - January 2009
Accenture October 2004 - December 2006
Skills
Investment Banking, Financial Modeling, Valuation, Capital Markets, Corporate Finance, Equities, Financial Analysis, Private Equity, Bloomberg, Fixed Income, Emerging Markets, Portfolio Management, Investments, Due Diligence, Derivatives, Hedge Funds
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2011
MBA
University of Michigan 1999 — 2004
Master and Bachelor of Engineering, July 2004 and May 2003, Industrial Engineering
North Allegheny 1995 — 1999
Citi July 2014 - Present
Wells Fargo July 2011 - September 2013
C.L. King & Associates May 2010 - August 2010
Merrill Lynch January 2007 - January 2009
Accenture October 2004 - December 2006
Skills
Investment Banking, Financial Modeling, Valuation, Capital Markets, Corporate Finance, Equities, Financial Analysis, Private Equity, Bloomberg, Fixed Income, Emerging Markets, Portfolio Management, Investments, Due Diligence, Derivatives, Hedge Funds
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2011
MBA
University of Michigan 1999 — 2004
Master and Bachelor of Engineering, July 2004 and May 2003, Industrial Engineering
North Allegheny 1995 — 1999
Peter Doro's CL King & Associates Experience 2010 - 2010
Job Assistant Vice President Global Compliance Services & Strategy
Industry Investment Banking
Experience
Barclays Investment Bank November 2013 - Present
Sterling National Bank (formerly Provident Bank New York) October 2013 - November 2013
FINRA March 2011 - November 2012
Securities Arbitration Clinic August 2010 - December 2010
The Law Offices of Timothy J. O'Connor August 2010 - December 2010
US Securities and Exchange Commission January 2010 - May 2010
CL King & Associates 2010 - 2010
McAllister & Quinn LLC January 2008 - May 2008
Skills
Securities, Due Diligence, Compliance, Securities Regulation, Securities Law, Securities Fraud, Enforcement, Corporate Governance, Litigation, Legal Writing, Risk Management, Arbitration, Hedge Funds, Investments, Equities, AML, Corporate Law, FINRA, Anti Money Laundering
Education
Albany Law School of Union University 2008 — 2010
J.D., Business/Financial Law Concentration
Union College 2003 — 2007
B.A., Political Science/History
Barclays Investment Bank November 2013 - Present
Sterling National Bank (formerly Provident Bank New York) October 2013 - November 2013
FINRA March 2011 - November 2012
Securities Arbitration Clinic August 2010 - December 2010
The Law Offices of Timothy J. O'Connor August 2010 - December 2010
US Securities and Exchange Commission January 2010 - May 2010
CL King & Associates 2010 - 2010
McAllister & Quinn LLC January 2008 - May 2008
Skills
Securities, Due Diligence, Compliance, Securities Regulation, Securities Law, Securities Fraud, Enforcement, Corporate Governance, Litigation, Legal Writing, Risk Management, Arbitration, Hedge Funds, Investments, Equities, AML, Corporate Law, FINRA, Anti Money Laundering
Education
Albany Law School of Union University 2008 — 2010
J.D., Business/Financial Law Concentration
Union College 2003 — 2007
B.A., Political Science/History
Scott White's CL King & Associates Experience 2009 - Present
Job Head of Investment Banking at CL King
Industry Investment Banking
Experience
C.L. King & Associates 2009 - Present
Banc of America Securities 2004 - 2009
Citigroup 1999 - 2003
Budget Group 1997 - 1999
Credit Suisse First Boston 1992 - 1997
The First Boston Corporation 1986 - 1989
Skills
Investment Banking, Corporate Finance, Corporate Development, Securities, Mergers, Capital Markets
Education
The University of Texas School of Law 1989 — 1992
JD, Corporate Law
The University of Texas at Austin 1982 — 1986
BA, Plan II (Honors Program in Liberal Arts)
C.L. King & Associates 2009 - Present
Banc of America Securities 2004 - 2009
Citigroup 1999 - 2003
Budget Group 1997 - 1999
Credit Suisse First Boston 1992 - 1997
The First Boston Corporation 1986 - 1989
Skills
Investment Banking, Corporate Finance, Corporate Development, Securities, Mergers, Capital Markets
Education
The University of Texas School of Law 1989 — 1992
JD, Corporate Law
The University of Texas at Austin 1982 — 1986
BA, Plan II (Honors Program in Liberal Arts)
Ches Snider, CFA's CL King & Associates Experience March 2007 - August 2010
Job Tocqueville Funds Senior Regional Sales Associate
Industry Financial Services
Experience
Tocqueville Asset Management November 2013 - Present
ENG LLC March 2012 - October 2013
Morgan Joseph Tri Artisan Partners August 2010 - December 2011
CL King & Associates March 2007 - August 2010
Telsey Advisory Group February 2006 - March 2007
New Vernon Associates January 2005 - February 2006
Bear Stearns July 1998 - June 2003
Education
United States Naval Academy 1989 — 1993
Bachelors of Science, English
Tocqueville Asset Management November 2013 - Present
ENG LLC March 2012 - October 2013
Morgan Joseph Tri Artisan Partners August 2010 - December 2011
CL King & Associates March 2007 - August 2010
Telsey Advisory Group February 2006 - March 2007
New Vernon Associates January 2005 - February 2006
Bear Stearns July 1998 - June 2003
Education
United States Naval Academy 1989 — 1993
Bachelors of Science, English
Kerry Fagan's CL King & Associates Experience August 2008 - Present
Job Institutional Equity Sales at CL King & Associates
Industry Financial Services
Experience
CL King & Associates August 2008 - Present
Lehman Brothers March 2005 - March 2008
Merrill Lynch March 2004 - March 2005
Skills
Series 7, Equities, Series 63, Bloomberg, Hedge Funds, Equity Research, Securities, Capital Markets, Trading, Fixed Income, Investments, Alternative Investments, Equity Trading, FINRA, Asset Management, Portfolio Management, Investment Banking, Valuation, Trading Systems, Financial Modeling
Education
University at Albany 1995 — 2000
BA, Psychology
CL King & Associates August 2008 - Present
Lehman Brothers March 2005 - March 2008
Merrill Lynch March 2004 - March 2005
Skills
Series 7, Equities, Series 63, Bloomberg, Hedge Funds, Equity Research, Securities, Capital Markets, Trading, Fixed Income, Investments, Alternative Investments, Equity Trading, FINRA, Asset Management, Portfolio Management, Investment Banking, Valuation, Trading Systems, Financial Modeling
Education
University at Albany 1995 — 2000
BA, Psychology
James Leahey's CL King & Associates Experience June 2008 - Present
Job Fixed Income Sales & Trading at CL King & Associates
Industry Financial Services
Experience
CL King & Associates June 2008 - Present
Skills
Series 63, Bloomberg Terminal, Fixed Income, Series 7, Bloomberg, Securities, Investments, Bonds, Trading, Capital Markets, FINRA, Financial Markets
Education
University at Albany, SUNY 2005 — 2009
Business Administration, Financial Analysis
CL King & Associates June 2008 - Present
Skills
Series 63, Bloomberg Terminal, Fixed Income, Series 7, Bloomberg, Securities, Investments, Bonds, Trading, Capital Markets, FINRA, Financial Markets
Education
University at Albany, SUNY 2005 — 2009
Business Administration, Financial Analysis
Lawrence Harris's CL King & Associates Experience January 2008 - May 2012
Job Private Investor
Industry Financial Services
Experience
Private Investor May 2012 - Present
CL King & Associates January 2008 - May 2012
Oppenheimer & Co. June 2003 - January 2008
H.C. Wainwright August 2001 - June 2003
Josephthal and Co Inc 1998 - 2001
Jackson Partners 1996 - 1998
Bear Stearns 1993 - 1994
Louis Nicoud & Associates 1993 - 1993
Kemper Securities 1987 - 1992
Arthur D. Little 1984 - 1987
Skills
Telecommunications, Wireless, Cisco Technologies, Investments, Valuation, WiFi, Equity Research, Capital Markets, Financial Modeling, Investment Banking, Portfolio Management, Mergers & Acquisitions, Financial Analysis, Due Diligence, Corporate Finance, Insurance, Series 7, Series 63, Strategy, Stock Picking, Equities
Education
The University of Chicago Booth School of Business 1976 — 1978
MBA, Finance, International Business
Lafayette College 1972 — 1976
AB, Economics
The University of Chicago
The University of Chicago
Private Investor May 2012 - Present
CL King & Associates January 2008 - May 2012
Oppenheimer & Co. June 2003 - January 2008
H.C. Wainwright August 2001 - June 2003
Josephthal and Co Inc 1998 - 2001
Jackson Partners 1996 - 1998
Bear Stearns 1993 - 1994
Louis Nicoud & Associates 1993 - 1993
Kemper Securities 1987 - 1992
Arthur D. Little 1984 - 1987
Skills
Telecommunications, Wireless, Cisco Technologies, Investments, Valuation, WiFi, Equity Research, Capital Markets, Financial Modeling, Investment Banking, Portfolio Management, Mergers & Acquisitions, Financial Analysis, Due Diligence, Corporate Finance, Insurance, Series 7, Series 63, Strategy, Stock Picking, Equities
Education
The University of Chicago Booth School of Business 1976 — 1978
MBA, Finance, International Business
Lafayette College 1972 — 1976
AB, Economics
The University of Chicago
The University of Chicago
Matthew Opanowski's CL King & Associates Experience May 2012 - September 2014
Job Legal & Compliance Division at Morgan Stanley
Industry Public Policy
Experience
Morgan Stanley October 2014 - Present
C.L. King & Associates May 2012 - September 2014
Financial Industry Regulatory Authority July 2010 - May 2012
CL King & Associates November 2008 - May 2010
UBS Investment Bank June 2009 - July 2009
Education
University at Albany, SUNY 2006 — 2009
Bachelor's, Finance, Information Technology Management, Financial Market Regulation
Morgan Stanley October 2014 - Present
C.L. King & Associates May 2012 - September 2014
Financial Industry Regulatory Authority July 2010 - May 2012
CL King & Associates November 2008 - May 2010
UBS Investment Bank June 2009 - July 2009
Education
University at Albany, SUNY 2006 — 2009
Bachelor's, Finance, Information Technology Management, Financial Market Regulation
Mitch Meisler's CL King & Associates Experience January 2014 - Present
Job Senior Managing DirectorHead of Equities at CL King & Associates
Industry Financial Services
Experience
CL King & Associates January 2014 - Present
CL King & Associates March 2005 - 2013
C.E. Unterberg, Towbin October 1999 - February 2005
PaineWebber/Correspondent Services Corp. June 1997 - October 1999
Ernst & Company May 1992 - May 1997
Lehman Brothers January 1982 - March 1992
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
New York University 1981 — 1983
M.S., Journalism
State University of New York at Binghamton 1977 — 1981
Bachelor of Applied Science (B.A.Sc.), Rhetoric and Composition
CL King & Associates January 2014 - Present
CL King & Associates March 2005 - 2013
C.E. Unterberg, Towbin October 1999 - February 2005
PaineWebber/Correspondent Services Corp. June 1997 - October 1999
Ernst & Company May 1992 - May 1997
Lehman Brothers January 1982 - March 1992
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
New York University 1981 — 1983
M.S., Journalism
State University of New York at Binghamton 1977 — 1981
Bachelor of Applied Science (B.A.Sc.), Rhetoric and Composition
Garrett Dombrowski's CL King & Associates Experience August 2009 - Present
Job General Counsel at CL King & Associates
Industry Financial Services
Experience
CL King & Associates August 2009 - Present
Ryan Beck & Co. June 2000 - April 2008
Dillon Read & Co. July 1996 - June 2000
Merrill Lynch 1990 - 1996
Skills
Securities, Capital Markets, Private Equity, Due Diligence, Mergers, Hedge Funds, Investment Advisers Act, Investment Company Act, Series 7, Corporate Finance, Investment Management, Equities, Alternative Investments, Options, Prime Brokerage, Mergers & Acquisitions, Litigation, Investment Advisory, Corporate Governance, Investment Banking
Education
Temple University - James E. Beasley School of Law
LLM. (Taxation), Tax Law/Taxation
Brooklyn Law School
Juris Doctor, Law
Rutgers, The State University of New Jersey-Newark
Bachelor of Arts (B.A.), Political Science and Government
CL King & Associates August 2009 - Present
Ryan Beck & Co. June 2000 - April 2008
Dillon Read & Co. July 1996 - June 2000
Merrill Lynch 1990 - 1996
Skills
Securities, Capital Markets, Private Equity, Due Diligence, Mergers, Hedge Funds, Investment Advisers Act, Investment Company Act, Series 7, Corporate Finance, Investment Management, Equities, Alternative Investments, Options, Prime Brokerage, Mergers & Acquisitions, Litigation, Investment Advisory, Corporate Governance, Investment Banking
Education
Temple University - James E. Beasley School of Law
LLM. (Taxation), Tax Law/Taxation
Brooklyn Law School
Juris Doctor, Law
Rutgers, The State University of New Jersey-Newark
Bachelor of Arts (B.A.), Political Science and Government
Erin Luciano's CL King & Associates Experience March 2009 - Present
Job VP of Fixed Income Sales & Business Development at CL King & Associates
Industry Financial Services
Experience
CL King & Associates March 2009 - Present
SAC Capital Advisors August 2004 - February 2009
Nomura Securities August 2001 - August 2004
Skills
Bloomberg, Trading, Fixed Income, Series 7, Hedge Funds, Equities
Education
Syracuse University - Martin J. Whitman School of Management 1997 — 2001
BS, Finance
CL King & Associates March 2009 - Present
SAC Capital Advisors August 2004 - February 2009
Nomura Securities August 2001 - August 2004
Skills
Bloomberg, Trading, Fixed Income, Series 7, Hedge Funds, Equities
Education
Syracuse University - Martin J. Whitman School of Management 1997 — 2001
BS, Finance
Michael Gallo's CL King & Associates Experience November 2000 - Present
Job Managing Director and Sr. Research Analyst, CoDirector of Research at CL King & Associates
Industry Financial Services
Experience
CL King & Associates November 2000 - Present
Skills
Equity Valuation, Equity Research, Equities, Bloomberg, Series 7, Capital Markets, Alternative Investments, Fixed Income, Valuation, Financial Modeling, Investment Banking, Investment Management, Hedge Funds, Bloomberg Terminal, Securities, Asset Management, Investments, Financial Analysis, Portfolio Management, Private Equity, Corporate Finance, Management, Due Diligence, Finance
Education
Lehigh University 1995 — 1999
CL King & Associates November 2000 - Present
Skills
Equity Valuation, Equity Research, Equities, Bloomberg, Series 7, Capital Markets, Alternative Investments, Fixed Income, Valuation, Financial Modeling, Investment Banking, Investment Management, Hedge Funds, Bloomberg Terminal, Securities, Asset Management, Investments, Financial Analysis, Portfolio Management, Private Equity, Corporate Finance, Management, Due Diligence, Finance
Education
Lehigh University 1995 — 1999
Charlie Kieler's CL King & Associates Experience 1993 - Present
Job Senior Vice President/Institutional Sales at CL King & Associates
Industry Financial Services
Experience
CL King & Associates 1993 - Present
Education
Columbia University - Columbia Business School 1979 — 1980
MBA, Finance
Williams College 1969 — 1973
BA, Physics
Cranwell School 1965 — 1969
CL King & Associates 1993 - Present
Education
Columbia University - Columbia Business School 1979 — 1980
MBA, Finance
Williams College 1969 — 1973
BA, Physics
Cranwell School 1965 — 1969
Yaseen Choudhury's CL King & Associates Experience July 2010 - September 2010
Job Investment Banking at BofA Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch May 2013 - Present
Redwood Capital Group July 2011 - April 2013
CL King & Associates July 2010 - September 2010
Morgan Stanley August 2006 - August 2009
Skills
Financial Modeling, M&A due diligence, High Growth, Valuation, Finance, Management, Financial Audits, Modeling, P&L Analysis, Investment Banking, Corporate Finance, Financial Analysis, Mergers, Equities, Investments, Venture Capital, Corporate Development, Business Strategy
Education
The University of Chicago - Booth School of Business 2009 — 2011
MBA, Finance, Accounting
Connecticut College 2003 — 2006
BA, Mathematics, Economics
CFA
Bank of America Merrill Lynch May 2013 - Present
Redwood Capital Group July 2011 - April 2013
CL King & Associates July 2010 - September 2010
Morgan Stanley August 2006 - August 2009
Skills
Financial Modeling, M&A due diligence, High Growth, Valuation, Finance, Management, Financial Audits, Modeling, P&L Analysis, Investment Banking, Corporate Finance, Financial Analysis, Mergers, Equities, Investments, Venture Capital, Corporate Development, Business Strategy
Education
The University of Chicago - Booth School of Business 2009 — 2011
MBA, Finance, Accounting
Connecticut College 2003 — 2006
BA, Mathematics, Economics
CFA
Gary Farber's CL King & Associates Experience March 2008 - Present
Job Analyst at CL King & Associates
Industry Financial Services
Experience
CL King & Associates March 2008 - Present
Janin Capital February 2006 - December 2007
Rochdale Investment Management June 2004 - February 2006
Skills
Finance, Equity Research, Valuation
Education
Anderson Graduate School of Management at UCLA, 1990 — 1992
MBA, Finance
Franklin & Marshall College 1982 — 1986
BA, Accounting
CL King & Associates March 2008 - Present
Janin Capital February 2006 - December 2007
Rochdale Investment Management June 2004 - February 2006
Skills
Finance, Equity Research, Valuation
Education
Anderson Graduate School of Management at UCLA, 1990 — 1992
MBA, Finance
Franklin & Marshall College 1982 — 1986
BA, Accounting
Keith Brosnan's CL King & Associates Experience June 2012 - Present
Job High Yield/Distressed Sales at CL King & Associates
Industry Financial Services
Experience
CL King & Associates June 2012 - Present
Britton Hill Capital June 2011 - June 2012
Durham Asset Management January 2005 - December 2009
The Delaware Bay Company June 1999 - December 2004
Skills
Series 7, Fixed Income Trading, Bloomberg, Trading, Series 63
Education
Manhattan College 1995 — 1999
CL King & Associates June 2012 - Present
Britton Hill Capital June 2011 - June 2012
Durham Asset Management January 2005 - December 2009
The Delaware Bay Company June 1999 - December 2004
Skills
Series 7, Fixed Income Trading, Bloomberg, Trading, Series 63
Education
Manhattan College 1995 — 1999
Peter Bulger's CL King & Associates Experience VP Senior Litigation & Regulatory AnalystShearson Lehman BrothersOctober 1990 - February 1992
Job COO at CL King & Associates (ret)
Industry Financial Services
Experience
CL King & Associates VP Senior Litigation & Regulatory AnalystShearson Lehman BrothersOctober 1990 - February 1992
Financial Industry Regulatory Authority (FINRA) 1977 - 1980
Skills
Capital Markets, Financial Analysis, Securities, Investments, Fixed Income, Hedge Funds, Equities, Litigation, Financial Modeling, Risk Management, Portfolio Management
Education
Fordham University - Graduate School of Business Administration 1978 — 1980
MBA, Investment Finance
University at Albany, SUNY 1973 — 1977
BS, Economics
Milne School 1969 — 1973
HS
CL King & Associates VP Senior Litigation & Regulatory AnalystShearson Lehman BrothersOctober 1990 - February 1992
Financial Industry Regulatory Authority (FINRA) 1977 - 1980
Skills
Capital Markets, Financial Analysis, Securities, Investments, Fixed Income, Hedge Funds, Equities, Litigation, Financial Modeling, Risk Management, Portfolio Management
Education
Fordham University - Graduate School of Business Administration 1978 — 1980
MBA, Investment Finance
University at Albany, SUNY 1973 — 1977
BS, Economics
Milne School 1969 — 1973
HS
Daljit Parmar's CL King & Associates Experience September 2012 - November 2012
Job Investment Analyst at Prudential Financial
Industry Investment Management
Experience
Reval September 2013 - November 2014
CL King & Associates September 2012 - November 2012
Brean Murray, Carret & Co. May 2012 - August 2012
Skills
Equity Research, DCF Valuation, Bloomberg Terminal, Microsoft Excel, Commodity, Equities, Economics, Strategy, Technical Analysis, Financial Analysis, Financial Risk, Financial Modeling, Credit Analysis, Derivatives, Trading, PowerPoint, Bloomberg, Valuation, Investments
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2009 — 2013
Bachelor of Science, Finance & Economics
Carteret High School
Reval September 2013 - November 2014
CL King & Associates September 2012 - November 2012
Brean Murray, Carret & Co. May 2012 - August 2012
Skills
Equity Research, DCF Valuation, Bloomberg Terminal, Microsoft Excel, Commodity, Equities, Economics, Strategy, Technical Analysis, Financial Analysis, Financial Risk, Financial Modeling, Credit Analysis, Derivatives, Trading, PowerPoint, Bloomberg, Valuation, Investments
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2009 — 2013
Bachelor of Science, Finance & Economics
Carteret High School
Navdeep Khera's CL King & Associates Experience March 2011 - June 2011
Job Associate Analyst at NERA Economic Consulting
Industry Financial Services
Experience
NERA Economic Consulting July 2014 - Present
NERA Economic Consulting March 2013 - June 2014
Merrill Lynch June 2012 - August 2012
Arizona Depart of Transportation June 2011 - September 2011
CL King & Associates March 2011 - June 2011
Arizona Governor's Office June 2009 - August 2009
Pride Microfinance Ltd. July 2008 - August 2008
Merrill Lynch June 2007 - August 2007
Education
Dartmouth College 2008 — 2012
Phoenix Country Day School 2004 — 2008
NERA Economic Consulting July 2014 - Present
NERA Economic Consulting March 2013 - June 2014
Merrill Lynch June 2012 - August 2012
Arizona Depart of Transportation June 2011 - September 2011
CL King & Associates March 2011 - June 2011
Arizona Governor's Office June 2009 - August 2009
Pride Microfinance Ltd. July 2008 - August 2008
Merrill Lynch June 2007 - August 2007
Education
Dartmouth College 2008 — 2012
Phoenix Country Day School 2004 — 2008
Ben Feeser's CL King & Associates Experience March 2012 - June 2012
Job Senior Technical Analayst at Cogo Labs
Industry Internet
Experience
Cogo Labs April 2015 - Present
Cogo Labs May 2014 - Present
Eze Software Group July 2013 - May 2014
Louis Dreyfus Commodities June 2012 - August 2012
C.L. King & Associates March 2012 - June 2012
Skills
PowerPoint, Research, Teamwork, Financial Analysis, Microsoft Excel, Microsoft Office, Python, SQL, Unix, Git, Public Speaking, Market Research, Hadoop
Education
Dartmouth College 2009 — 2013
Bachelor of Arts (B.A.), Economics
Ridgefield High School 2005 — 2009
Harvard Extension School
Computer Science
Cogo Labs April 2015 - Present
Cogo Labs May 2014 - Present
Eze Software Group July 2013 - May 2014
Louis Dreyfus Commodities June 2012 - August 2012
C.L. King & Associates March 2012 - June 2012
Skills
PowerPoint, Research, Teamwork, Financial Analysis, Microsoft Excel, Microsoft Office, Python, SQL, Unix, Git, Public Speaking, Market Research, Hadoop
Education
Dartmouth College 2009 — 2013
Bachelor of Arts (B.A.), Economics
Ridgefield High School 2005 — 2009
Harvard Extension School
Computer Science
Verdon Tsang's CL King & Associates Experience 2011 - 2011
Job Associate, Life Sciences at Charles River Associates
Industry Management Consulting
Experience
Charles River Associates October 2013 - Present
Charles River Associates August 2012 - October 2013
CL King & Associates 2011 - 2011
CL King & Associates 2010 - 2010
New York Environmental 2009 - 2009
Skills
Management Consulting, Litigation Consulting, Business Strategy, Financial Analysis, Financial Modeling, Econometrics, Quantitative Analytics, Pharmacoeconomics, Python, SQL, Java
Education
Dartmouth College 2008 — 2012
Bachelor of Arts (B.A.), Economics
Charles River Associates October 2013 - Present
Charles River Associates August 2012 - October 2013
CL King & Associates 2011 - 2011
CL King & Associates 2010 - 2010
New York Environmental 2009 - 2009
Skills
Management Consulting, Litigation Consulting, Business Strategy, Financial Analysis, Financial Modeling, Econometrics, Quantitative Analytics, Pharmacoeconomics, Python, SQL, Java
Education
Dartmouth College 2008 — 2012
Bachelor of Arts (B.A.), Economics
Scott Clemens's CL King & Associates Experience May 1998 - Present
Job Director of Information Technology at CL King & Associates
Industry Financial Services
Experience
CL King & Associates May 1998 - Present
Sommer Associates September 1991 - May 1998
Skills
Cisco Technologies, Project Management, Trading Systems, Fixed Income, Bloomberg, Equities, Risk Management, Portfolio Management, Access, Asset Management, Analysis, Team Leadership, Trading
Education
The Sage Colleges - Russell Sage College 1986 — 1990
Master of Business Administration (M.B.A.), Finance, General
State University of New York College of Environmental Sciences and Forestry 1982 — 1984
Bachelor of Science (B.S.), Wood Products Engineering
Hudson Valley Community College 1980 — 1982
Associate of Science (A.S.), Mathematics and Science
CL King & Associates May 1998 - Present
Sommer Associates September 1991 - May 1998
Skills
Cisco Technologies, Project Management, Trading Systems, Fixed Income, Bloomberg, Equities, Risk Management, Portfolio Management, Access, Asset Management, Analysis, Team Leadership, Trading
Education
The Sage Colleges - Russell Sage College 1986 — 1990
Master of Business Administration (M.B.A.), Finance, General
State University of New York College of Environmental Sciences and Forestry 1982 — 1984
Bachelor of Science (B.S.), Wood Products Engineering
Hudson Valley Community College 1980 — 1982
Associate of Science (A.S.), Mathematics and Science
Scott Clemens's CL King & Associates Experience May 1998 - Present
Job Director of Information Technology at C.L. King & Associates
Industry Financial Services
Experience
C.L. King & Associates May 1998 - Present
Sommer Associates, Inc. September 1991 - May 1998
Education
The Sage Colleges - Russell Sage College 1986 — 1990
Master of Business Administration (M.B.A.), Finance, General
State University of New York College of Environmental Sciences and Forestry 1982 — 1984
Bachelor's Degree, Wood Products Engineering
Hudson Valley Community College 1980 — 1982
Associate's Degree, Mathematics & Science
C.L. King & Associates May 1998 - Present
Sommer Associates, Inc. September 1991 - May 1998
Education
The Sage Colleges - Russell Sage College 1986 — 1990
Master of Business Administration (M.B.A.), Finance, General
State University of New York College of Environmental Sciences and Forestry 1982 — 1984
Bachelor's Degree, Wood Products Engineering
Hudson Valley Community College 1980 — 1982
Associate's Degree, Mathematics & Science
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY