Clearbrook Global Advisors, LLC
Industry: Company
DescriptionFounded: 2004 Subsidiaries: Managed Account Services, LLC,
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Clearbrook Global Advisors, LLC Employees
Employee
Years
Job
Industry
Elliott W Wislar Elliott W Wislar's Clearbrook Global Advisors, LLC Experience 2005 - 2015
Job Elliott W Wislar CEO at Clearbrook Global Advisors, LLC
Industry Financial Services
Experience
Clearbrook Global Advisors May 2005 - Present
Clearbrook Global Advisors, LLC 2005 - 2015
Clearbrook Global Advisors, LLC 2005 - 2015
UBS 2002 - 2005
Fleet Bank 1992 - 2002
Skills
Investments, Alternative Investments, Hedge Funds, Private Equity, Asset Management, Securities, Equities, Financial Services, Portfolio Management, Capital Markets, Asset Allocation, Fixed Income, Investment Management, Investment Strategies, Management, Mutual Funds, Due Diligence, Business Development, Valuation, Wealth Management, Financial Modeling, Investment Banking, Venture Capital, Mergers & Acquisitions, Finance, Investment Advisory, Asset Managment, Fund Of Funds, Emerging Markets, Equity Research, Financial Structuring, Retirement Planning
Education
Thunderbird School of Global Management 1983 — 1985
MIM, MBA, Finance, Japanese
University of Arizona 1978 — 1982
BA, Political Science, Creative Writing
Clearbrook Global Advisors May 2005 - Present
Clearbrook Global Advisors, LLC 2005 - 2015
Clearbrook Global Advisors, LLC 2005 - 2015
UBS 2002 - 2005
Fleet Bank 1992 - 2002
Skills
Investments, Alternative Investments, Hedge Funds, Private Equity, Asset Management, Securities, Equities, Financial Services, Portfolio Management, Capital Markets, Asset Allocation, Fixed Income, Investment Management, Investment Strategies, Management, Mutual Funds, Due Diligence, Business Development, Valuation, Wealth Management, Financial Modeling, Investment Banking, Venture Capital, Mergers & Acquisitions, Finance, Investment Advisory, Asset Managment, Fund Of Funds, Emerging Markets, Equity Research, Financial Structuring, Retirement Planning
Education
Thunderbird School of Global Management 1983 — 1985
MIM, MBA, Finance, Japanese
University of Arizona 1978 — 1982
BA, Political Science, Creative Writing
Patrick Staudt, CFA Patrick Staudt, CFA's Clearbrook Global Advisors, LLC Experience April 2011 - October 2014
Job Research Analyst at Hedgeye Risk Management, LLC
Industry Investment Management
Experience
Hedgeye Risk Management, LLC October 2014 - Present
Clearbrook Global Advisors, LLC April 2011 - October 2014
Roth-Schoetz, LLC July 2010 - April 2011
Connecticut Center for Entrepreneurship and Innovation January 2010 - April 2010
Education
The University of Connecticut School of Business 2006 — 2010
BS in Business, Management, Entrepreneurship
Fairfield College Preparatory School 2003 — 2006
Hedgeye Risk Management, LLC October 2014 - Present
Clearbrook Global Advisors, LLC April 2011 - October 2014
Roth-Schoetz, LLC July 2010 - April 2011
Connecticut Center for Entrepreneurship and Innovation January 2010 - April 2010
Education
The University of Connecticut School of Business 2006 — 2010
BS in Business, Management, Entrepreneurship
Fairfield College Preparatory School 2003 — 2006
Steve Formanek Steve Formanek's Clearbrook Global Advisors, LLC Experience July 2011 - February 2012
Job Chief Operating Officer at MESA Investment Consulting LLC
Industry Financial Services
Experience
MESA Investment Consulting LLC May 2012 - Present
Clearbrook Global Advisors, LLC July 2011 - February 2012
Evaluation Associates August 1988 - June 2011
Skills
Due Diligence, Investments, Alternative Investments, Asset Managment, Equities, Fixed Income, Mutual Funds, Securities, Portfolio Management, Private Equity, Financial Analysis, Emerging Markets, Asset Allocation, Investment Strategies, Financial Modeling, Equity Research, Infrastructure, New Business Development, Hedge Funds, Asset Management
Education
University of Bridgeport 1982 — 1987
MBA, Management Information Systems, General
Shippensburg University of Pennsylvania 1975 — 1979
BS, Accounting
MESA Investment Consulting LLC May 2012 - Present
Clearbrook Global Advisors, LLC July 2011 - February 2012
Evaluation Associates August 1988 - June 2011
Skills
Due Diligence, Investments, Alternative Investments, Asset Managment, Equities, Fixed Income, Mutual Funds, Securities, Portfolio Management, Private Equity, Financial Analysis, Emerging Markets, Asset Allocation, Investment Strategies, Financial Modeling, Equity Research, Infrastructure, New Business Development, Hedge Funds, Asset Management
Education
University of Bridgeport 1982 — 1987
MBA, Management Information Systems, General
Shippensburg University of Pennsylvania 1975 — 1979
BS, Accounting
Jay Tubianosa, CFA, PRM Jay Tubianosa, CFA, PRM's Clearbrook Global Advisors, LLC Experience June 2014 - Present
Job Chief Risk Officer at Clearbrook Global Advisors, LLC
Industry Financial Services
Experience
Clearbrook Global Advisors, LLC June 2014 - Present
Clearbrook Investment Consulting, LLC December 1997 - Present
WPG 1994 - 1997
Skills
Portfolio Management, Hedge Funds, ALM, Investments, Risk Management, Corporate Finance, Derivatives, Financial Risk, Options, Financial Modeling, Fixed Income, Trading, Equities, Market Risk, Asset Managment, Asset Allocation, Asset Management, Alternative Investments, Capital Markets, Investment Strategies, Investment Management, Valuation, Bloomberg, Private Equity, Emerging Markets, Mutual Funds, Equity Research, Securities, Institutional..., Fund Of Funds, Financial Services
Education
New York University - Leonard N. Stern School of Business 2011 — 2012
Master of Science (MS), Risk Management
Bentley University
Bachelor of Science (BS), Finance
Clearbrook Global Advisors, LLC June 2014 - Present
Clearbrook Investment Consulting, LLC December 1997 - Present
WPG 1994 - 1997
Skills
Portfolio Management, Hedge Funds, ALM, Investments, Risk Management, Corporate Finance, Derivatives, Financial Risk, Options, Financial Modeling, Fixed Income, Trading, Equities, Market Risk, Asset Managment, Asset Allocation, Asset Management, Alternative Investments, Capital Markets, Investment Strategies, Investment Management, Valuation, Bloomberg, Private Equity, Emerging Markets, Mutual Funds, Equity Research, Securities, Institutional..., Fund Of Funds, Financial Services
Education
New York University - Leonard N. Stern School of Business 2011 — 2012
Master of Science (MS), Risk Management
Bentley University
Bachelor of Science (BS), Finance
Charles Sheffield Charles Sheffield's Clearbrook Global Advisors, LLC Experience September 2010 - December 2011
Job CEO at Capital Access Partnership, Inc.
Industry Financial Services
Experience
Capital Access Partnership, Inc. May 2014 - Present
Sarus Partners January 2012 - Present
Clearbrook Global Advisors, LLC September 2010 - December 2011
Carthage Capital Group 1999 - December 2011
Education
New York University - Leonard N. Stern School of Business
MBA, Finance, International Business
University of Massachusetts, Amherst
BS, Mechanical Engineering, Concentration in Manufacturing
Capital Access Partnership, Inc. May 2014 - Present
Sarus Partners January 2012 - Present
Clearbrook Global Advisors, LLC September 2010 - December 2011
Carthage Capital Group 1999 - December 2011
Education
New York University - Leonard N. Stern School of Business
MBA, Finance, International Business
University of Massachusetts, Amherst
BS, Mechanical Engineering, Concentration in Manufacturing
John Wickersham John Wickersham's Clearbrook Global Advisors, LLC Experience October 2011 - December 2013
Job Associate at Aronson+Johnson+Ortiz
Industry Investment Management
Experience
AJO December 2013 - Present
Clearbrook Global Advisors, LLC October 2011 - December 2013
BNY Mellon May 2008 - October 2011
Wilmington Finance September 2007 - May 2008
Skills
Equities, Portfolio Management, Back Office, Securities, Account Reconciliation, Investments, APX, Client Services, Bloomberg, Series 7, Finance, APL, FINRA, Separately Managed..., Microsoft Excel, Fixed Income, Factset, Thomson One, Trading Systems, Trading, Advent, High Net Worth..., Excel, Word, Outlook, Lotus Notes, Account Maintenance, Managed Accounts, Brokerage, Client Service, Business Relationship..., Middle Office, Front Office, Broker-Dealer, Anti Money Laundering, Fundraising, Asset Management, Management, Mutual Funds
Education
Saint Joseph's University 2014 — 2015
Master of Business Administration (M.B.A.)
La Salle University 2003 — 2007
Bachelor of Science in Business Administration, Finance, General
AJO December 2013 - Present
Clearbrook Global Advisors, LLC October 2011 - December 2013
BNY Mellon May 2008 - October 2011
Wilmington Finance September 2007 - May 2008
Skills
Equities, Portfolio Management, Back Office, Securities, Account Reconciliation, Investments, APX, Client Services, Bloomberg, Series 7, Finance, APL, FINRA, Separately Managed..., Microsoft Excel, Fixed Income, Factset, Thomson One, Trading Systems, Trading, Advent, High Net Worth..., Excel, Word, Outlook, Lotus Notes, Account Maintenance, Managed Accounts, Brokerage, Client Service, Business Relationship..., Middle Office, Front Office, Broker-Dealer, Anti Money Laundering, Fundraising, Asset Management, Management, Mutual Funds
Education
Saint Joseph's University 2014 — 2015
Master of Business Administration (M.B.A.)
La Salle University 2003 — 2007
Bachelor of Science in Business Administration, Finance, General
Oliver Chee-a-tow Oliver Chee-a-tow's Clearbrook Global Advisors, LLC Experience 2013 - 2013
Job Proposal & Writing Content Mgr. @ American Management Association
Industry Writing and Editing
Experience
American Management Association July 2014 - Present
Clearbrook Global Advisors, LLC 2013 - 2013
Baron Capital 2012 - 2012
Guggenheim Partners 2011 - 2011
HSBC Global Asset Management 2009 - 2011
Artio Global Investors 2006 - 2008
Deutsche Asset Management 1999 - 2005
Skills
Investments, Asset Management, Product Marketing, Financial Services, Proposal Writing, Marketing Communications, Copywriting, Investment Management, Asset Managment, Management, Fixed Income, Emerging Markets, Finance, Equities, Mutual Funds, Investor Relations, Marketing, Hedge Funds, Alternative Investments, Asset Allocation, Investment Strategies, ETFs, Securities, Portfolio Management, Bonds, Series 7, Financial Advisory
Education
Amherst College 1993 — 1997
B.A., Economics
American Management Association July 2014 - Present
Clearbrook Global Advisors, LLC 2013 - 2013
Baron Capital 2012 - 2012
Guggenheim Partners 2011 - 2011
HSBC Global Asset Management 2009 - 2011
Artio Global Investors 2006 - 2008
Deutsche Asset Management 1999 - 2005
Skills
Investments, Asset Management, Product Marketing, Financial Services, Proposal Writing, Marketing Communications, Copywriting, Investment Management, Asset Managment, Management, Fixed Income, Emerging Markets, Finance, Equities, Mutual Funds, Investor Relations, Marketing, Hedge Funds, Alternative Investments, Asset Allocation, Investment Strategies, ETFs, Securities, Portfolio Management, Bonds, Series 7, Financial Advisory
Education
Amherst College 1993 — 1997
B.A., Economics
Adele Maass Adele Maass's Clearbrook Global Advisors, LLC Experience January 2008 - March 2008
Job MBA Candidate at Columbia Business School
Industry Hospital & Health Care
Experience
Deloitte Consulting May 2015 - July 2015
Okhati, Inc. February 2013 - August 2014
Chatham Partners 2009 - 2014
Boston Children's Hospital June 2013 - August 2013
Audax Group June 2008 - August 2008
Clearbrook Global Advisors, LLC January 2008 - March 2008
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA), Healthcare Management
Dartmouth College 2005 — 2009
BA, Government
University of Otago 2007 — 2007
Study Abroad
Deloitte Consulting May 2015 - July 2015
Okhati, Inc. February 2013 - August 2014
Chatham Partners 2009 - 2014
Boston Children's Hospital June 2013 - August 2013
Audax Group June 2008 - August 2008
Clearbrook Global Advisors, LLC January 2008 - March 2008
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA), Healthcare Management
Dartmouth College 2005 — 2009
BA, Government
University of Otago 2007 — 2007
Study Abroad
Ryan McRedmond's Clearbrook Global Advisors, LLC Experience May 2009 - August 2009
Job Senior Account Executive at Windstream Communications
Industry Telecommunications
Experience
Windstream Communications September 2013 - Present
Windstream Communications September 2011 - Present
AXA Advisors May 2010 - August 2011
Clearbrook Global Advisors, LLC May 2009 - August 2009
BNY Mellon June 2008 - August 2008
Skills
Sales, Solution Selling, Financial Analysis, Account Management, Strategic Financial..., Financial Modeling, Finance, CRM, Investments, Asset Managment, Access, Marketing, Business Development, Microsoft Excel, b2b sales, B2B, Managed Services, Cold Calling
Education
The University of Connecticut 2006 — 2010
B.S., Finance
Windstream Communications September 2013 - Present
Windstream Communications September 2011 - Present
AXA Advisors May 2010 - August 2011
Clearbrook Global Advisors, LLC May 2009 - August 2009
BNY Mellon June 2008 - August 2008
Skills
Sales, Solution Selling, Financial Analysis, Account Management, Strategic Financial..., Financial Modeling, Finance, CRM, Investments, Asset Managment, Access, Marketing, Business Development, Microsoft Excel, b2b sales, B2B, Managed Services, Cold Calling
Education
The University of Connecticut 2006 — 2010
B.S., Finance
Anastasia Hunter's Clearbrook Global Advisors, LLC Experience May 2011 - August 2012
Job
Industry Marketing and Advertising
Experience
Firmenich January 2015 - May 2015
Clearbrook Global Advisors, LLC May 2011 - August 2012
Skills
Trend Analysis, Visual Merchandising, Styling, Sales, Event Management, Facebook, Advertising, Microsoft Word
Education
Fashion Institute of Technology 2012 — 2014
Bachelor of Science (BS), Cosmetics and Fragrance Marketing
Borough of Manhattan Community College 2009 — 2011
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Chuvash State University 2003 — 2007
Bachelor's degree, Business Administration and Management, General
Firmenich January 2015 - May 2015
Clearbrook Global Advisors, LLC May 2011 - August 2012
Skills
Trend Analysis, Visual Merchandising, Styling, Sales, Event Management, Facebook, Advertising, Microsoft Word
Education
Fashion Institute of Technology 2012 — 2014
Bachelor of Science (BS), Cosmetics and Fragrance Marketing
Borough of Manhattan Community College 2009 — 2011
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Chuvash State University 2003 — 2007
Bachelor's degree, Business Administration and Management, General
Andrew Freedman's Clearbrook Global Advisors, LLC Experience May 2010 - March 2014
Job Research Analyst at Hedgeye Risk Management, LLC
Industry Investment Management
Experience
Hedgeye Risk Management, LLC March 2014 - Present
Clearbrook Global Advisors, LLC May 2010 - March 2014
Skills
Hedge Funds, Equity Research, Equities, Valuation, Economics, Private Equity, Alternative Investments, Statistics, Data Analysis, Financial Modeling, Asset Management, Investments, Financial Analysis, Portfolio Management, Bloomberg, Finance, Analysis, Capital Markets, Asset Allocation
Education
Marquette University 2007 — 2011
Bachelor's Degree, Finance and Economics
Hedgeye Risk Management, LLC March 2014 - Present
Clearbrook Global Advisors, LLC May 2010 - March 2014
Skills
Hedge Funds, Equity Research, Equities, Valuation, Economics, Private Equity, Alternative Investments, Statistics, Data Analysis, Financial Modeling, Asset Management, Investments, Financial Analysis, Portfolio Management, Bloomberg, Finance, Analysis, Capital Markets, Asset Allocation
Education
Marquette University 2007 — 2011
Bachelor's Degree, Finance and Economics
Dan Lehrer, CFA, CFP® Dan Lehrer, CFA, CFP®'s Clearbrook Global Advisors, LLC Experience March 2011 - February 2014
Job Managing Director at MPC Capital Advisors, LLC
Industry Investment Management
Experience
MPC Capital Advisors, LLC February 2014 - Present
Clearbrook Global Advisors, LLC March 2011 - February 2014
Madison Portfolio Consultants December 1990 - March 2011
Asset Consulting Group December 1989 - December 1990
Prudential Financial December 1985 - December 1989
Merrill Lynch December 1975 - December 1985
Skills
Private Equity, Alternative Investments, Investment Strategies, Equities, Hedge Funds, Asset Management
Education
Pace University - Lubin School of Business 1983 — 1985
MBA, Finance
City University of New York-Brooklyn College 1972 — 1978
BA, Economics
MPC Capital Advisors, LLC February 2014 - Present
Clearbrook Global Advisors, LLC March 2011 - February 2014
Madison Portfolio Consultants December 1990 - March 2011
Asset Consulting Group December 1989 - December 1990
Prudential Financial December 1985 - December 1989
Merrill Lynch December 1975 - December 1985
Skills
Private Equity, Alternative Investments, Investment Strategies, Equities, Hedge Funds, Asset Management
Education
Pace University - Lubin School of Business 1983 — 1985
MBA, Finance
City University of New York-Brooklyn College 1972 — 1978
BA, Economics
Jonathan Chesshire, CIMA®'s Clearbrook Global Advisors, LLC Experience September 2009 - Present
Job Managing Director at Clearbrook Investment Consulting
Industry Financial Services
Experience
Clearbrook Global Advisors, LLC September 2009 - Present
Emergent Investments, LLC August 2008 - September 2009
Overture Investments February 2005 - April 2008
Lockwood Advisors, Inc. 1996 - 2003
Merrill Lynch January 1992 - April 1996
Education
University of Pennsylvania - The Wharton School 2007 — 2007
IMCA Investment Strategist Certificate
University of Pennsylvania - The Wharton School 2005 — 2005
IMCA Alternative Investments Certificate
Temple University - Fox School of Business and Management 1998 — 2001
MBA
Temple University
BBA
Clearbrook Global Advisors, LLC September 2009 - Present
Emergent Investments, LLC August 2008 - September 2009
Overture Investments February 2005 - April 2008
Lockwood Advisors, Inc. 1996 - 2003
Merrill Lynch January 1992 - April 1996
Education
University of Pennsylvania - The Wharton School 2007 — 2007
IMCA Investment Strategist Certificate
University of Pennsylvania - The Wharton School 2005 — 2005
IMCA Alternative Investments Certificate
Temple University - Fox School of Business and Management 1998 — 2001
MBA
Temple University
BBA
Leslie E. Billet's Clearbrook Global Advisors, LLC Experience September 2013 - March 2015
Job Managing Director at Clearbrook Global Advisors, LLC
Industry Investment Management
Experience
L.E.BilletAssociates, LLC March 2013 - Present
Clearbrook Global Advisors, LLC September 2013 - March 2015
Global Trade Business August 2012 - April 2013
Gallagher Fiduciary Advisors (formerly Independent Fiduciary Services, Inc.) June 1997 - March 2012
Brown Brothers Harriman & Co., Inc. September 1994 - June 1997
Smith Hanley Associates, Inc. June 1991 - September 1994
New York Stock Exchange, Inc. April 1983 - June 1991
Manufacturers Hanover Trust Company September 1981 - April 1983
Skills
Investments, Due Diligence, Asset Allocation, Investment Strategies, Fixed Income, Management, Alternative Investments, Hedge Funds, Asset Management, Start-ups
Education
General Assembly 2015 — 2015
Product Management intensive, 10 week course.
Baruch College, City University of New York (CUNY) 1979 — 1981
MBA, Finance
Boston University 1974 — 1978
BA, Political Science with Minor in History, Magna Cum Laude
L.E.BilletAssociates, LLC March 2013 - Present
Clearbrook Global Advisors, LLC September 2013 - March 2015
Global Trade Business August 2012 - April 2013
Gallagher Fiduciary Advisors (formerly Independent Fiduciary Services, Inc.) June 1997 - March 2012
Brown Brothers Harriman & Co., Inc. September 1994 - June 1997
Smith Hanley Associates, Inc. June 1991 - September 1994
New York Stock Exchange, Inc. April 1983 - June 1991
Manufacturers Hanover Trust Company September 1981 - April 1983
Skills
Investments, Due Diligence, Asset Allocation, Investment Strategies, Fixed Income, Management, Alternative Investments, Hedge Funds, Asset Management, Start-ups
Education
General Assembly 2015 — 2015
Product Management intensive, 10 week course.
Baruch College, City University of New York (CUNY) 1979 — 1981
MBA, Finance
Boston University 1974 — 1978
BA, Political Science with Minor in History, Magna Cum Laude
Alex Ludlum's Clearbrook Global Advisors, LLC Experience May 2011 - August 2011
Job Land Associate at Polaris Pacific
Industry Real Estate
Experience
POLARIS PACIFIC March 2014 - Present
SPI Holdings, LLC June 2012 - March 2014
Explosion-Proof Magazine August 2010 - December 2012
Clearbrook Global Advisors, LLC May 2011 - August 2011
OneMedPlace April 2010 - July 2010
McSweeney's September 2008 - July 2009
826 Valencia May 2008 - August 2008
The Nueva School May 2007 - August 2007
Embarcadero Technologies May 2006 - August 2006
Skills
Editing, Press Releases, Public Speaking, Publishing, Fundraising, Nonprofits, Magazines, Books, Literature, Art, Social Media, Copy Editing
Education
Columbia University in the City of New York 2008 — 2012
Bachelor of Arts (B.A.), English Literature (British and Commonwealth)
POLARIS PACIFIC March 2014 - Present
SPI Holdings, LLC June 2012 - March 2014
Explosion-Proof Magazine August 2010 - December 2012
Clearbrook Global Advisors, LLC May 2011 - August 2011
OneMedPlace April 2010 - July 2010
McSweeney's September 2008 - July 2009
826 Valencia May 2008 - August 2008
The Nueva School May 2007 - August 2007
Embarcadero Technologies May 2006 - August 2006
Skills
Editing, Press Releases, Public Speaking, Publishing, Fundraising, Nonprofits, Magazines, Books, Literature, Art, Social Media, Copy Editing
Education
Columbia University in the City of New York 2008 — 2012
Bachelor of Arts (B.A.), English Literature (British and Commonwealth)
Jeffrey Leach's Clearbrook Global Advisors, LLC Experience 2010 - 2011
Job President at Rolling Hill Capital Management, LLC
Industry Financial Services
Experience
Rolling Hill Capital Management ,LLC January 2011 - Present
Fisher Capital Investment, LLC August 2014 - February 2015
Clarion Capital Partners,LLC November 2011 - December 2012
Doherty Advisors,LLC January 2009 - March 2011
Clearbrook Global Advisors, LLC 2010 - 2011
Skills
Alternative Investments, Asset Management, Capital Markets, Corporate Development, Corporate Finance, Due Diligence, Emerging Markets, Equities, Financial Modeling, Financial Structuring, Hedge Funds, IPO, Investments, Investor Relations, LBO, Management, Investment Banking, Investment Strategies, Mergers, Mergers, Portfolio Management, Private Equity, Private Placements, Securities, Start-ups, Valuation, Venture Capital
Education
Bucknell University 1979 — 1983
BS, economics
Rolling Hill Capital Management ,LLC January 2011 - Present
Fisher Capital Investment, LLC August 2014 - February 2015
Clarion Capital Partners,LLC November 2011 - December 2012
Doherty Advisors,LLC January 2009 - March 2011
Clearbrook Global Advisors, LLC 2010 - 2011
Skills
Alternative Investments, Asset Management, Capital Markets, Corporate Development, Corporate Finance, Due Diligence, Emerging Markets, Equities, Financial Modeling, Financial Structuring, Hedge Funds, IPO, Investments, Investor Relations, LBO, Management, Investment Banking, Investment Strategies, Mergers, Mergers, Portfolio Management, Private Equity, Private Placements, Securities, Start-ups, Valuation, Venture Capital
Education
Bucknell University 1979 — 1983
BS, economics
Marina Capobianco's Clearbrook Global Advisors, LLC Experience March 2007 - July 2011
Job Director of Finance at FirstService Financial, Inc.
Industry Financial Services
Experience
FirstService Financial, Inc. January 2014 - Present
Miami Marlins, L.P. July 2011 - October 2013
Clearbrook Global Advisors, LLC March 2007 - July 2011
Freedom Mortgage November 2005 - March 2007
PNC September 2004 - November 2005
Touchstone Investments 2002 - 2004
Sutro & Co 1994 - 1998
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Budgets, Strategic Planning, Microsoft Dynamics ERP, Financial Analysis, Financial Reporting, Forecasting, Intercompany Accounts, Staff Management, Project Management, Financial Modeling, Accounting
Education
University of Massachusetts Boston
Master of Business Administration (MBA), Finance & Accounting
Purdue University
Bachelor of Science (B.S.), Accounting and Finance;minor in Economics
FirstService Financial, Inc. January 2014 - Present
Miami Marlins, L.P. July 2011 - October 2013
Clearbrook Global Advisors, LLC March 2007 - July 2011
Freedom Mortgage November 2005 - March 2007
PNC September 2004 - November 2005
Touchstone Investments 2002 - 2004
Sutro & Co 1994 - 1998
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Budgets, Strategic Planning, Microsoft Dynamics ERP, Financial Analysis, Financial Reporting, Forecasting, Intercompany Accounts, Staff Management, Project Management, Financial Modeling, Accounting
Education
University of Massachusetts Boston
Master of Business Administration (MBA), Finance & Accounting
Purdue University
Bachelor of Science (B.S.), Accounting and Finance;minor in Economics
Jonathan Dichter, CPA's Clearbrook Global Advisors, LLC Experience June 2011 - September 2011
Job Project Consultant at AC Lordi
Industry Accounting
Experience
AC Lordi September 2015 - Present
Kreischer Miller December 2012 - August 2015
AmeriGas Propane July 2012 - October 2012
AmeriGas Propane February 2012 - July 2012
Power Home Remodeling Group November 2011 - February 2012
McGrath Systems October 2010 - February 2012
Clearbrook Global Advisors, LLC June 2011 - September 2011
McGladrey & Pullen September 2006 - May 2010
Skills
External Audit, Internal Audit, Microsoft Excel, Microsoft Word, US GAAP, Internal Controls, SOX 404, Management Consulting, Consolidated Financial..., Consolidated Reporting, Mergers, Great Plains Software, Problem Solving, Strategic Planning, Business Process..., Internal Control..., Financial Audits, General Ledger, Mergers & Acquisitions, Financial Statements, SEC filings, QuickBooks, Accounting, Finance, CPA, Cash Flow, GAAP, Auditing, Sarbanes-Oxley Act, Budgets, Analysis, Corporate Tax, Financial Accounting, Financial Analysis, Financial Reporting, Tax Accounting, Due Diligence, Consolidation, Management, Account Reconciliation, Leadership, Managerial Finance, Consulting, Financial Modeling
Education
Drexel University - LeBow College of Business 1986 — 1991
BS, Accounting
AC Lordi September 2015 - Present
Kreischer Miller December 2012 - August 2015
AmeriGas Propane July 2012 - October 2012
AmeriGas Propane February 2012 - July 2012
Power Home Remodeling Group November 2011 - February 2012
McGrath Systems October 2010 - February 2012
Clearbrook Global Advisors, LLC June 2011 - September 2011
McGladrey & Pullen September 2006 - May 2010
Skills
External Audit, Internal Audit, Microsoft Excel, Microsoft Word, US GAAP, Internal Controls, SOX 404, Management Consulting, Consolidated Financial..., Consolidated Reporting, Mergers, Great Plains Software, Problem Solving, Strategic Planning, Business Process..., Internal Control..., Financial Audits, General Ledger, Mergers & Acquisitions, Financial Statements, SEC filings, QuickBooks, Accounting, Finance, CPA, Cash Flow, GAAP, Auditing, Sarbanes-Oxley Act, Budgets, Analysis, Corporate Tax, Financial Accounting, Financial Analysis, Financial Reporting, Tax Accounting, Due Diligence, Consolidation, Management, Account Reconciliation, Leadership, Managerial Finance, Consulting, Financial Modeling
Education
Drexel University - LeBow College of Business 1986 — 1991
BS, Accounting
Andrew Raucci's Clearbrook Global Advisors, LLC Experience October 2009 - February 2011
Job Portfolio Manager at Washington Trust Wealth Management
Industry Financial Services
Experience
The Washington Trust Company 2012 - Present
Office of the General Treasurer State of Rhode Island February 2011 - December 2012
Clearbrook Global Advisors, LLC October 2009 - February 2011
United States Marine Corps October 2004 - February 2009
Metropolitan West Asset Management 2003 - 2004
Metropolitan West Asset Management 2003 - 2004
Metropolitan West Asset Management 2003 - 2004
Metropolitan West Asset Management 2003 - 2004
Skills
Investments, Portfolio Management, Strategic Planning, Financial Analysis, Asset Management, Finance, Public Speaking, Securities, Financial Planning, Mutual Funds, Strategic Financial..., Asset Managment, Financial Services, Equities
Education
University of Rhode Island - College of Business Administration 2008 — 2009
MBA, Business
Pepperdine University 2000 — 2004
BS, Business Administration
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The Washington Trust Company 2012 - Present
Office of the General Treasurer State of Rhode Island February 2011 - December 2012
Clearbrook Global Advisors, LLC October 2009 - February 2011
United States Marine Corps October 2004 - February 2009
Metropolitan West Asset Management 2003 - 2004
Metropolitan West Asset Management 2003 - 2004
Metropolitan West Asset Management 2003 - 2004
Metropolitan West Asset Management 2003 - 2004
Skills
Investments, Portfolio Management, Strategic Planning, Financial Analysis, Asset Management, Finance, Public Speaking, Securities, Financial Planning, Mutual Funds, Strategic Financial..., Asset Managment, Financial Services, Equities
Education
University of Rhode Island - College of Business Administration 2008 — 2009
MBA, Business
Pepperdine University 2000 — 2004
BS, Business Administration
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Bryan Bolte's Clearbrook Global Advisors, LLC Experience April 2014 - Present
Job Associate Director at Clearbrook Global Advisors, LLC
Industry Financial Services
Experience
Clearbrook Global Advisors, LLC April 2014 - Present
Clearbrook Investment Consulting August 2008 - Present
Skills
Hedge Funds
Education
Lehigh University 2004 — 2008
B.S. Business and Economics, Finance
Clearbrook Global Advisors, LLC April 2014 - Present
Clearbrook Investment Consulting August 2008 - Present
Skills
Hedge Funds
Education
Lehigh University 2004 — 2008
B.S. Business and Economics, Finance
Ryan Malarick's Clearbrook Global Advisors, LLC Experience January 2014 - Present
Job Operations Specialist at Clearbrook Global Advisors, LLC
Industry Financial Services
Experience
Clearbrook Global Advisors, LLC January 2014 - Present
AXA Advisors September 2012 - June 2013
Randstad/Contract at Vanguard 2011 - 2012
Skills
Mutual Funds, Financial Analysis, Professional..., Investments, Retirement Planning, Bloomberg, Microsoft Excel
Education
Muhlenberg College 2007 — 2011
B.A., Economics and Finance
Clearbrook Global Advisors, LLC January 2014 - Present
AXA Advisors September 2012 - June 2013
Randstad/Contract at Vanguard 2011 - 2012
Skills
Mutual Funds, Financial Analysis, Professional..., Investments, Retirement Planning, Bloomberg, Microsoft Excel
Education
Muhlenberg College 2007 — 2011
B.A., Economics and Finance
Deanna Wong, CFA's Clearbrook Global Advisors, LLC Experience August 2014 - Present
Job Senior Research Analyst at Clearbrook Global Advisors, LLC
Industry Financial Services
Experience
Clearbrook Global Advisors, LLC August 2014 - Present
State Street January 2012 - July 2014
State Street August 2007 - October 2009
State Street October 2005 - July 2007
Skills
Market Data, Data Analysis, Analytics, Bloomberg, Microsoft Excel, Bloomberg Terminal, Mutual Funds, VBA, Trading Systems, Microsoft Office
Education
Carleton University
Bachelor of Arts (BA), Economics
Clearbrook Global Advisors, LLC August 2014 - Present
State Street January 2012 - July 2014
State Street August 2007 - October 2009
State Street October 2005 - July 2007
Skills
Market Data, Data Analysis, Analytics, Bloomberg, Microsoft Excel, Bloomberg Terminal, Mutual Funds, VBA, Trading Systems, Microsoft Office
Education
Carleton University
Bachelor of Arts (BA), Economics
Eric Blasberg's Clearbrook Global Advisors, LLC Experience 1998 - Present
Job Director at Clearbrook Global Advisors, LLC
Industry Investment Management
Experience
Clearbrook Global Advisors, LLC 1998 - Present
Education
Colgate University 1994 — 1998
Bachelor of Arts (BA), Economics
Clearbrook Global Advisors, LLC 1998 - Present
Education
Colgate University 1994 — 1998
Bachelor of Arts (BA), Economics
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY