Gerstein Fisher
Description
Address: 565 5th Ave, New York, NY 10017 Hours: Open ⋅ Closes 7PM Martin Luther King Jr. Day might affect these hoursMonday(Martin Luther King Jr. Day)8:30AM–7PMHours might differTuesday8:30AM–7PMWednesday8:30AM–7PMThursday8:30AM–7PMFriday8:30AM–7PMSaturdayClosedSundayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (800) 846-6202: : : : : : Category: Place name: Website: Website: http://www.gersteinfisher.com/ Category: Investment service Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a questionPopular times Mondays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. 9 AM: Usually not busy6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aClosed Sundays—pick another dayNot enough data yet for TuesdaysNot enough data yet for WednesdaysClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on ThursdaysHistogram showing popular times on Fridays Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Gerstein Fisher Posting publicly on the Web Write a review Reviews 2 Google reviews
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Gerstein Fisher Employees
Employee
Years
Job
Industry
Bradley Rothschild Bradley Rothschild's Gerstein Fisher Experience April 2015 - Present
Job Summer Intern at Gerstein Fisher
Industry
Experience
Gerstein Fisher April 2015 - Present
Envirochrome Interiors, Inc. June 2011 - Present
CPEX Real Estate April 2014 - January 2015
Janney Montgomery Scott June 2012 - August 2012
Westchester County February 2010 - July 2012
Skills
Highly personable, Microsoft Excel, Microsoft Word, PowerPoint, Facebook, Community Service, Fundraising, Event Planning, Customer Service, Windows, English, Social Media Outreach, Mac OS, Instagram, Prezi, Microsoft Office, Public Speaking, Social Media, Teamwork, Business Development, Time Management
Education
Bentley University 2013 — 2017
Bachelor of Science, Finance, General
The Harvey School 2010 — 2013
High School
Gerstein Fisher April 2015 - Present
Envirochrome Interiors, Inc. June 2011 - Present
CPEX Real Estate April 2014 - January 2015
Janney Montgomery Scott June 2012 - August 2012
Westchester County February 2010 - July 2012
Skills
Highly personable, Microsoft Excel, Microsoft Word, PowerPoint, Facebook, Community Service, Fundraising, Event Planning, Customer Service, Windows, English, Social Media Outreach, Mac OS, Instagram, Prezi, Microsoft Office, Public Speaking, Social Media, Teamwork, Business Development, Time Management
Education
Bentley University 2013 — 2017
Bachelor of Science, Finance, General
The Harvey School 2010 — 2013
High School
Naysa Mishler's Gerstein Fisher Experience April 2008 - March 2011
Job Director of University Partnerships at WeWork
Industry Internet
Experience
WeWork October 2015 - Present
Step Up Women's Network May 2012 - Present
LinkedIn March 2011 - October 2015
Gerstein Fisher April 2008 - March 2011
Citigroup, Women & Co. July 2006 - April 2008
Weber Shandwick Worldwide 2005 - 2006
Skills
Social Networking, Leadership, Marketing, Social Media, Employer Branding, Marketing Strategy, Business Networking, Business Development, Relationship Management, Corporate Communications, Personal Branding, Social Media Marketing, Brand Development, Awesomeness
Education
Syracuse University 2001 — 2005
S.I. Newhouse School of Public Communications
University of New South Wales 2004 — 2004
Study Abroad
Salem High School 1997 — 2001
WeWork October 2015 - Present
Step Up Women's Network May 2012 - Present
LinkedIn March 2011 - October 2015
Gerstein Fisher April 2008 - March 2011
Citigroup, Women & Co. July 2006 - April 2008
Weber Shandwick Worldwide 2005 - 2006
Skills
Social Networking, Leadership, Marketing, Social Media, Employer Branding, Marketing Strategy, Business Networking, Business Development, Relationship Management, Corporate Communications, Personal Branding, Social Media Marketing, Brand Development, Awesomeness
Education
Syracuse University 2001 — 2005
S.I. Newhouse School of Public Communications
University of New South Wales 2004 — 2004
Study Abroad
Salem High School 1997 — 2001
Sandra Lloyd Sandra Lloyd's Gerstein Fisher Experience October 2008 - December 2008
Job Senior UX Designer, Interaction Designer, Information Architect, and Speaker
Industry Design
Experience
Independent UX Consultant January 2015 - Present
Amazon December 2013 - December 2014
Tribal DDB August 2011 - November 2013
General Assemb.ly June 2013 - August 2013
House Party, Inc. April 2010 - July 2011
The Bank of New York Mellon December 2008 - May 2009
Gerstein Fisher October 2008 - December 2008
Goldman Sachs January 2007 - April 2008
Baker Street Capital Management September 2006 - January 2007
Self-employed September 2000 - December 2006
Skills
User Experience, Information Architecture, Interaction Design, OmniGraffle, User Interface Design, Wireframes, Content Strategy, User Research, Axure, Digital Strategy, Usability Testing, User Experience Strategy, Social Media, User-centered Design, Web Design, Microsoft Excel, HTML, Illustrator, Flash, Mobile Devices, Mobile Design, InDesign, Japanese, jQuery, Social Media Marketing, Rapid Prototyping, Paper Prototyping, Site Maps, CSS, Adobe Photoshop, Adobe InDesign, Adobe Illustrator, Adobe Flash, Ukulele, Public Speaking, Prototyping, Balsamiq, Photoshop, JavaScript, PHP, Spanish, Bloomberg Terminal, Excel, MySQL, Spelling, Human Factors, CUA, Mobile, Responsive Design, Digital Media
Education
School of Visual Arts 2012 — 2013
Graphic Design
General Assembly
Front-End Web Development program
New York University 2009 — 2010
Certificate Programs, Web Development, Digital and Graphic Design and Production, Marketing
Manhattan School of Music 2002 — 2004
Master of Music, Classical Oboe
University of Southern California 2000 — 2002
BA, Oboe
University of Illinois at Urbana-Champaign 1997 — 2000
transferred, Double major: Oboe Performance, Plant Biology
Westridge School 1990 — 1997
High school diploma
Independent UX Consultant January 2015 - Present
Amazon December 2013 - December 2014
Tribal DDB August 2011 - November 2013
General Assemb.ly June 2013 - August 2013
House Party, Inc. April 2010 - July 2011
The Bank of New York Mellon December 2008 - May 2009
Gerstein Fisher October 2008 - December 2008
Goldman Sachs January 2007 - April 2008
Baker Street Capital Management September 2006 - January 2007
Self-employed September 2000 - December 2006
Skills
User Experience, Information Architecture, Interaction Design, OmniGraffle, User Interface Design, Wireframes, Content Strategy, User Research, Axure, Digital Strategy, Usability Testing, User Experience Strategy, Social Media, User-centered Design, Web Design, Microsoft Excel, HTML, Illustrator, Flash, Mobile Devices, Mobile Design, InDesign, Japanese, jQuery, Social Media Marketing, Rapid Prototyping, Paper Prototyping, Site Maps, CSS, Adobe Photoshop, Adobe InDesign, Adobe Illustrator, Adobe Flash, Ukulele, Public Speaking, Prototyping, Balsamiq, Photoshop, JavaScript, PHP, Spanish, Bloomberg Terminal, Excel, MySQL, Spelling, Human Factors, CUA, Mobile, Responsive Design, Digital Media
Education
School of Visual Arts 2012 — 2013
Graphic Design
General Assembly
Front-End Web Development program
New York University 2009 — 2010
Certificate Programs, Web Development, Digital and Graphic Design and Production, Marketing
Manhattan School of Music 2002 — 2004
Master of Music, Classical Oboe
University of Southern California 2000 — 2002
BA, Oboe
University of Illinois at Urbana-Champaign 1997 — 2000
transferred, Double major: Oboe Performance, Plant Biology
Westridge School 1990 — 1997
High school diploma
Benjamin Tuchman's Gerstein Fisher Experience June 2014 - Present
Job Executive Intern at TerraCycle
Industry
Experience
TerraCycle September 2014 - Present
Gerstein Fisher June 2014 - Present
Skills
PowerPoint, Investments, Financial Modeling, Fixed Income, Microsoft Office, Microsoft Excel, Bloomberg, Derivatives
Education
Bentley University 2012 — 2016
TerraCycle September 2014 - Present
Gerstein Fisher June 2014 - Present
Skills
PowerPoint, Investments, Financial Modeling, Fixed Income, Microsoft Office, Microsoft Excel, Bloomberg, Derivatives
Education
Bentley University 2012 — 2016
Connor Vander Zalm Connor Vander Zalm's Gerstein Fisher Experience 2010 - 2010
Job Senior Market Analyst at Republic Services
Industry Consumer Services
Experience
Republic Services June 2015 - Present
Republic Services 2013 - Present
Allied Waste/Republic Services Inc 2011 - 2013
Advantage Home Telehealth 2011 - 2011
State University of New York at Buffalo 2010 - 2011
Gerstein Fisher 2010 - 2010
Skills
Excel, Time Management, Business Process..., Teamwork, Research, Cost, Tutoring, Managerial, Microsoft Excel, Strategy, Leadership, CRM, Training, Budgets, Business Planning, Financial Analysis, Business Development
Education
State University of New York at Buffalo
BS, MBA, Registered Accounting Program
Republic Services June 2015 - Present
Republic Services 2013 - Present
Allied Waste/Republic Services Inc 2011 - 2013
Advantage Home Telehealth 2011 - 2011
State University of New York at Buffalo 2010 - 2011
Gerstein Fisher 2010 - 2010
Skills
Excel, Time Management, Business Process..., Teamwork, Research, Cost, Tutoring, Managerial, Microsoft Excel, Strategy, Leadership, CRM, Training, Budgets, Business Planning, Financial Analysis, Business Development
Education
State University of New York at Buffalo
BS, MBA, Registered Accounting Program
(Gloria) Wen SHI's Gerstein Fisher Experience September 2013 - December 2013
Job Investment Associate at AIG Investments
Industry Investment Management
Experience
AIG July 2014 - Present
Industrial and Commercial Bank of China, New York December 2013 - January 2014
Gerstein Fisher September 2013 - December 2013
Citadel Investment Group June 2012 - August 2012
Durant Management Corporation (DMC) January 2012 - April 2012
Marcus & Millichap November 2011 - January 2012
EY September 2010 - November 2010
Shinewing Certified Public Accounting January 2009 - February 2009
Skills
Financial Modeling, Microsoft Excel, R, Matlab, Microsoft Office, C++, Financial Analysis, Access, Windows, VBA, Risk Management, Fixed Income, Valuation, Accounting, Research, Corporate Finance, Mergers & Acquisitions, PowerPoint
Education
Columbia University in the City of New York 2013 — 2014
Master's degree, Mathematics of Finance
University of Southern California 2011 — 2013
Master's degree, Financial Engineering, 3.73
No.8 Middle School
No.8 Middle School
University of Illinois at Urbana-Champaign
AIG July 2014 - Present
Industrial and Commercial Bank of China, New York December 2013 - January 2014
Gerstein Fisher September 2013 - December 2013
Citadel Investment Group June 2012 - August 2012
Durant Management Corporation (DMC) January 2012 - April 2012
Marcus & Millichap November 2011 - January 2012
EY September 2010 - November 2010
Shinewing Certified Public Accounting January 2009 - February 2009
Skills
Financial Modeling, Microsoft Excel, R, Matlab, Microsoft Office, C++, Financial Analysis, Access, Windows, VBA, Risk Management, Fixed Income, Valuation, Accounting, Research, Corporate Finance, Mergers & Acquisitions, PowerPoint
Education
Columbia University in the City of New York 2013 — 2014
Master's degree, Mathematics of Finance
University of Southern California 2011 — 2013
Master's degree, Financial Engineering, 3.73
No.8 Middle School
No.8 Middle School
University of Illinois at Urbana-Champaign
Kaixi Chen Kaixi Chen's Gerstein Fisher Experience February 2014 - May 2014
Job Statistical Analyst at Credit Shop
Industry Financial Services
Experience
Credit Shop June 2014 - August 2014
Gerstein Fisher February 2014 - May 2014
Masha Ma Studio July 2012 - August 2012
BOC International Holdings Limited May 2012 - June 2012
Shanghai Multimedia Industry Association August 2009 - September 2009
Skills
Bloomberg Terminal, PowerPoint, C++ Language, Financial Modeling, Bloomberg, Microsoft Excel, Matlab, R, Leadership, Economics, @Risk, Financial Accounting, Investments, VBA, SAS programming
Education
The University of Texas at Austin 2013 — 2014
Master of Science (M.S.), Finance, General, 3.65
Fordham University 2010 — 2013
BS, Maths and Economics
Shanghai University of Finance and Economics 2009 — 2010
Bachelor of Arts (B.A.)
Shanghai Foreign Language School 2002 — 2009
Credit Shop June 2014 - August 2014
Gerstein Fisher February 2014 - May 2014
Masha Ma Studio July 2012 - August 2012
BOC International Holdings Limited May 2012 - June 2012
Shanghai Multimedia Industry Association August 2009 - September 2009
Skills
Bloomberg Terminal, PowerPoint, C++ Language, Financial Modeling, Bloomberg, Microsoft Excel, Matlab, R, Leadership, Economics, @Risk, Financial Accounting, Investments, VBA, SAS programming
Education
The University of Texas at Austin 2013 — 2014
Master of Science (M.S.), Finance, General, 3.65
Fordham University 2010 — 2013
BS, Maths and Economics
Shanghai University of Finance and Economics 2009 — 2010
Bachelor of Arts (B.A.)
Shanghai Foreign Language School 2002 — 2009
Fai Leung Fai Leung's Gerstein Fisher Experience May 2012 - Present
Job Private Client – Helping individuals invest with reason through quantitative investment management
Industry Financial Services
Experience
Gerstein Fisher May 2012 - Present
Education
State University of New York at Buffalo
Bachelor of Arts (BA), International Relations and Affairs
Gerstein Fisher May 2012 - Present
Education
State University of New York at Buffalo
Bachelor of Arts (BA), International Relations and Affairs
Vincent Carucci Vincent Carucci's Gerstein Fisher Experience April 2010 - August 2010
Job Senior Accountant at Associated Global Systems
Industry Accounting
Experience
Associated Global Systems April 2013 - Present
Stonehill College January 2009 - December 2010
Gerstein Fisher April 2010 - August 2010
Glu Mobile January 2010 - April 2010
Skills
Microsoft Office, Microsoft Excel, Oracle Applications, Portfolio Center, Sage Sales Logix, Monte Carlo Simulation, NetX360, Morningstar Principa, Bloomberg Terminal, Advisory World, Strategic Financial..., Facebook, Photoshop, Community Outreach, Actimize, Bloomberg, Social Media, Financial Analysis, Data Analysis, Microsoft Word, PowerPoint, Research, Outlook, Access, Accounts Payable, Account Reconciliation, Teamwork, Finance, Accounts Receivable, Accounting, QuickBooks, Auditing, Financial Accounting, Financial Reporting, US GAAP, Financial Statements, Time Management, Financial Modeling, General Ledger, Customer Service, Management, Payroll, Leadership, Spanish, Economics, Internal Controls, Budgets, Bookkeeping, SEC filings, Accruals
Education
Bentley University 2011 — 2012
Masters of Science in Financial Planning, Financial Planning and Taxation, 3.46/4.00
Stonehill College 2001 — 2011
Bachelors of Science in Business Adminitration, Accounting and Economics, 3.44/4.00
Associated Global Systems April 2013 - Present
Stonehill College January 2009 - December 2010
Gerstein Fisher April 2010 - August 2010
Glu Mobile January 2010 - April 2010
Skills
Microsoft Office, Microsoft Excel, Oracle Applications, Portfolio Center, Sage Sales Logix, Monte Carlo Simulation, NetX360, Morningstar Principa, Bloomberg Terminal, Advisory World, Strategic Financial..., Facebook, Photoshop, Community Outreach, Actimize, Bloomberg, Social Media, Financial Analysis, Data Analysis, Microsoft Word, PowerPoint, Research, Outlook, Access, Accounts Payable, Account Reconciliation, Teamwork, Finance, Accounts Receivable, Accounting, QuickBooks, Auditing, Financial Accounting, Financial Reporting, US GAAP, Financial Statements, Time Management, Financial Modeling, General Ledger, Customer Service, Management, Payroll, Leadership, Spanish, Economics, Internal Controls, Budgets, Bookkeeping, SEC filings, Accruals
Education
Bentley University 2011 — 2012
Masters of Science in Financial Planning, Financial Planning and Taxation, 3.46/4.00
Stonehill College 2001 — 2011
Bachelors of Science in Business Adminitration, Accounting and Economics, 3.44/4.00
Steven M. Frey, ARPC Steven M. Frey, ARPC's Gerstein Fisher Experience February 2015 - Present
Job Asset Management Advisor | Advisor Solutions Group at Gerstein Fisher
Industry Financial Services
Experience
Gerstein Fisher February 2015 - Present
Paychex August 2005 - February 2015
DataStream Content Solutions June 2001 - September 2004
Skills
Management, Leadership, Sales, CRM, Salesforce.com, Employee Benefits, Customer Service, Consulting, Project Management, Finance
Education
University of Maryland College Park 1998 — 2002
Bachelor of Science (BS), Management Sciences and Quantitative Methods, Finance
Gerstein Fisher February 2015 - Present
Paychex August 2005 - February 2015
DataStream Content Solutions June 2001 - September 2004
Skills
Management, Leadership, Sales, CRM, Salesforce.com, Employee Benefits, Customer Service, Consulting, Project Management, Finance
Education
University of Maryland College Park 1998 — 2002
Bachelor of Science (BS), Management Sciences and Quantitative Methods, Finance
Chris Meeske Chris Meeske's Gerstein Fisher Experience July 2013 - Present
Job Senior Research Associate at Gerstein Fisher
Industry Financial Services
Experience
Gerstein Fisher July 2013 - Present
Quest Diagnostics July 2012 - August 2012
Gerstein Fisher October 2006 - July 2011
Skills
Financial Modeling, Data Analysis, Microsoft Excel, Financial Analysis, Market Research, Analysis, Research, PowerPoint, Microsoft Office, Finance, Microsoft Word, Project Management, Risk Management, Business Strategy
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2011 — 2013
Master of Business Administration (MBA), Finance, General
University of Chicago 2000 — 2005
Bachelor of Arts (B.A.), History
Gerstein Fisher July 2013 - Present
Quest Diagnostics July 2012 - August 2012
Gerstein Fisher October 2006 - July 2011
Skills
Financial Modeling, Data Analysis, Microsoft Excel, Financial Analysis, Market Research, Analysis, Research, PowerPoint, Microsoft Office, Finance, Microsoft Word, Project Management, Risk Management, Business Strategy
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2011 — 2013
Master of Business Administration (MBA), Finance, General
University of Chicago 2000 — 2005
Bachelor of Arts (B.A.), History
Siddharth (Sidd) Saxena's Gerstein Fisher Experience May 2011 - August 2011
Job Investment Banking Analyst at Telos Advisors
Industry Banking
Experience
Telos Advisors September 2015 - Present
Wells Fargo June 2013 - August 2015
Consilium Partners June 2012 - May 2013
STS Capital Partners November 2012 - April 2013
Gerstein Fisher May 2011 - August 2011
Santa Cruz Capital May 2010 - August 2010
Rosenthal Baker Berman & Associates March 2010 - May 2010
Skills
Mergers & Acquisitions, Finance, Investments, Accounting, Capital IQ, Mergers, Due Diligence, Financial Analysis, Investment Banking, Valuation, LBO, DCF, Analysis, Corporate Finance
Education
Babson College 2009 — 2013
Bachelor of Science (B.S.), Finance
Wardlaw-Hartridge School
Telos Advisors September 2015 - Present
Wells Fargo June 2013 - August 2015
Consilium Partners June 2012 - May 2013
STS Capital Partners November 2012 - April 2013
Gerstein Fisher May 2011 - August 2011
Santa Cruz Capital May 2010 - August 2010
Rosenthal Baker Berman & Associates March 2010 - May 2010
Skills
Mergers & Acquisitions, Finance, Investments, Accounting, Capital IQ, Mergers, Due Diligence, Financial Analysis, Investment Banking, Valuation, LBO, DCF, Analysis, Corporate Finance
Education
Babson College 2009 — 2013
Bachelor of Science (B.S.), Finance
Wardlaw-Hartridge School
Jinge Song Jinge Song's Gerstein Fisher Experience October 2012 - December 2013
Job Investment Manager at CITIC Trust Co., Ltd
Industry Financial Services
Experience
CITIC Trust Co., Ltd January 2014 - Present
Gerstein Fisher October 2012 - December 2013
HSBC October 2011 - November 2011
Citic group （headquarter） July 2011 - September 2011
Agricultural Bank of China January 2011 - February 2011
Skills
Eviews, Frontier, Financial Modeling, Fixed Income, Microsoft Office, Matlab, Equity Research, Corporate Finance, VBA, Accounting, Investment Banking, Investment Management, Finance, Microsoft Excel, Analysis, Mutual Funds, Bloomberg Terminal, Chartered Financial..., Derivatives, Quantitative Analytics
Education
State University of New York at Buffalo 2012 — 2013
Master of Science in Finance, Finance, General, GPA: 4.0/4.0
Zhongnan University of Economics and Law 2008 — 2012
Bachelor's degree, Finance, 3.7
CITIC Trust Co., Ltd January 2014 - Present
Gerstein Fisher October 2012 - December 2013
HSBC October 2011 - November 2011
Citic group （headquarter） July 2011 - September 2011
Agricultural Bank of China January 2011 - February 2011
Skills
Eviews, Frontier, Financial Modeling, Fixed Income, Microsoft Office, Matlab, Equity Research, Corporate Finance, VBA, Accounting, Investment Banking, Investment Management, Finance, Microsoft Excel, Analysis, Mutual Funds, Bloomberg Terminal, Chartered Financial..., Derivatives, Quantitative Analytics
Education
State University of New York at Buffalo 2012 — 2013
Master of Science in Finance, Finance, General, GPA: 4.0/4.0
Zhongnan University of Economics and Law 2008 — 2012
Bachelor's degree, Finance, 3.7
Lily Kadivar Lily Kadivar's Gerstein Fisher Experience February 2012 - May 2012
Job Finance, Information Technology
Industry Information Technology and Services
Experience
Gerstein Fisher February 2012 - May 2012
Polytechnic Institute of New York University September 2011 - January 2012
Goldman Sachs June 2010 - August 2010
Ericsson June 2008 - August 2009
Skills
Java, SQL, C, Matlab, Management
Education
New York University
Master of Science (M.Sc.), Financial Engineering, 3.9
McGill University
Bachelor of Engineering (B.Eng.), Computer Software Engineering
Gerstein Fisher February 2012 - May 2012
Polytechnic Institute of New York University September 2011 - January 2012
Goldman Sachs June 2010 - August 2010
Ericsson June 2008 - August 2009
Skills
Java, SQL, C, Matlab, Management
Education
New York University
Master of Science (M.Sc.), Financial Engineering, 3.9
McGill University
Bachelor of Engineering (B.Eng.), Computer Software Engineering
Krista Weiderpass Krista Weiderpass's Gerstein Fisher Experience October 2014 - Present
Job Marketing & Investor Relations Associate | Marketing & Communications at Gerstein Fisher
Industry Financial Services
Experience
Gerstein Fisher October 2014 - Present
Gerstein Fisher June 2014 - October 2014
Peerless, Inc. 2011 - 2014
Schussmeisters Ski Club, Inc. 2009 - 2011
Full Circle Studios 2010 - 2010
Cornell Lab of Ornithology 2009 - 2009
Skills
Marketing Strategy, Integrated Marketing, Digital Strategy, Digital Marketing, Marketing, Marketing Communications, Data Analysis, Online Marketing, Online Lead Generation, Social Media Marketing, Email Marketing, B2C Marketing, B2B Marketing, Investments, Finance, Investment Management, Asset Management, Asset Allocation, Wealth Management, Alternative Investments, Content Management, Relationship Management, Web Analytics, Financial Services, Corporate Website...
Education
New York University
Certificate in Digital Analytics
New York University 2014 — 2014
Certificate in Financial Planning: Fundamentals of Financial Planning
University at Buffalo 2007 — 2011
B.S., Business Administration and Management, General
Gerstein Fisher October 2014 - Present
Gerstein Fisher June 2014 - October 2014
Peerless, Inc. 2011 - 2014
Schussmeisters Ski Club, Inc. 2009 - 2011
Full Circle Studios 2010 - 2010
Cornell Lab of Ornithology 2009 - 2009
Skills
Marketing Strategy, Integrated Marketing, Digital Strategy, Digital Marketing, Marketing, Marketing Communications, Data Analysis, Online Marketing, Online Lead Generation, Social Media Marketing, Email Marketing, B2C Marketing, B2B Marketing, Investments, Finance, Investment Management, Asset Management, Asset Allocation, Wealth Management, Alternative Investments, Content Management, Relationship Management, Web Analytics, Financial Services, Corporate Website...
Education
New York University
Certificate in Digital Analytics
New York University 2014 — 2014
Certificate in Financial Planning: Fundamentals of Financial Planning
University at Buffalo 2007 — 2011
B.S., Business Administration and Management, General
Omid Mostavi's Gerstein Fisher Experience June 2012 - September 2012
Job Senior Consultant: Model Risk at Protiviti
Industry Financial Services
Experience
Protiviti December 2014 - Present
Protiviti October 2012 - Present
Gerstein Fisher June 2012 - September 2012
Polytechnic Institute of New York University January 2011 - July 2012
Skills
VBA, Risk Analysis, Matlab, Excel, Fixed Income, Equity Valuation, Financial Modeling, Equity Derivatives, Bloomberg Terminal, Data Analysis, Derivatives, Economics, Entrepreneurship, Finance, Corporate Finance, Leadership, Microsoft Excel, Analysis, Quantitative Finance, Statistics, Bloomberg, Financial Analysis, Financial Risk, Market Risk
Education
Polytechnic Institute of New York University 2011 — 2012
Master of Science, Finance and Risk Engineering
University of California, Davis 2010 — 2010
Visiting Student, MBA program at the Graduate School of Management
Sharif University of Technology 2007 — 2009
MBA, Economics and Finance
University of Tehran 2001 — 2004
Master of Science, Mechanical Engineering
Protiviti December 2014 - Present
Protiviti October 2012 - Present
Gerstein Fisher June 2012 - September 2012
Polytechnic Institute of New York University January 2011 - July 2012
Skills
VBA, Risk Analysis, Matlab, Excel, Fixed Income, Equity Valuation, Financial Modeling, Equity Derivatives, Bloomberg Terminal, Data Analysis, Derivatives, Economics, Entrepreneurship, Finance, Corporate Finance, Leadership, Microsoft Excel, Analysis, Quantitative Finance, Statistics, Bloomberg, Financial Analysis, Financial Risk, Market Risk
Education
Polytechnic Institute of New York University 2011 — 2012
Master of Science, Finance and Risk Engineering
University of California, Davis 2010 — 2010
Visiting Student, MBA program at the Graduate School of Management
Sharif University of Technology 2007 — 2009
MBA, Economics and Finance
University of Tehran 2001 — 2004
Master of Science, Mechanical Engineering
Lorena Y. LI's Gerstein Fisher Experience January 2010 - April 2010
Job Summer Analyst at Citi, Bilingual Financial Analyst, CFA Level III Candidate
Industry Financial Services
Experience
Citi June 2012 - August 2012
Johns Hopkins Finance Club October 2011 - May 2012
The Johns Hopkins CBS Equity Analyst Team December 2010 - April 2012
Johns Hopkins University October 2011 - March 2012
Johns Hopkins University August 2011 - October 2011
Johns Hopkins University March 2011 - June 2011
Gerstein Fisher January 2010 - April 2010
Career Management Center, Polytechnic Institute, New York University January 2009 - April 2010
The Industrial & Commercial Bank of China Ltd June 2007 - August 2007
Bank of China June 2006 - August 2006
Skills
Eviews, Bloomberg, Matlab, Financial Modeling, Valuation, Equity Research, Econometrics, Monte Carlo Simulation, Industry Analysis, Investment Banking, DCF, Portfolio Management, Asset Management, Investments, Quantitative Finance, Statistics, Market Risk, VAR, IRC, Financial Accounting, Risk Management, Capital Markets, Equity Valuation
Education
The Johns Hopkins University 2010 — 2012
M.B.A
New York University
MSc
Wuhan University
B.A. Economics, B.A. in Law (Dual Degree)
Citi June 2012 - August 2012
Johns Hopkins Finance Club October 2011 - May 2012
The Johns Hopkins CBS Equity Analyst Team December 2010 - April 2012
Johns Hopkins University October 2011 - March 2012
Johns Hopkins University August 2011 - October 2011
Johns Hopkins University March 2011 - June 2011
Gerstein Fisher January 2010 - April 2010
Career Management Center, Polytechnic Institute, New York University January 2009 - April 2010
The Industrial & Commercial Bank of China Ltd June 2007 - August 2007
Bank of China June 2006 - August 2006
Skills
Eviews, Bloomberg, Matlab, Financial Modeling, Valuation, Equity Research, Econometrics, Monte Carlo Simulation, Industry Analysis, Investment Banking, DCF, Portfolio Management, Asset Management, Investments, Quantitative Finance, Statistics, Market Risk, VAR, IRC, Financial Accounting, Risk Management, Capital Markets, Equity Valuation
Education
The Johns Hopkins University 2010 — 2012
M.B.A
New York University
MSc
Wuhan University
B.A. Economics, B.A. in Law (Dual Degree)
Lokesh Prabhu Lokesh Prabhu's Gerstein Fisher Experience February 2012 - June 2012
Job Associate at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. February 2015 - Present
JPMorgan Chase January 2013 - January 2015
Shutterstock June 2012 - August 2012
Gerstein Fisher February 2012 - June 2012
HSBC November 2010 - April 2011
Skills
Analytics, Risk Management, SAS programming, Data Analysis, Financial Modeling, Financial Services, Banking, Analysis, Asset Management, Business Analysis, Investment Banking, Private Equity
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2011 — 2012
MS
GARP 2010 — 2011
Financial Risk Manager (Level I and Level II Passed)
College of Engineering Guindy, Chennai 2006 — 2010
B.E.
Sri Sankara Senior Secondary School 2002 — 2006
Math, Science, Informatics Practices
JPMorgan Chase & Co. February 2015 - Present
JPMorgan Chase January 2013 - January 2015
Shutterstock June 2012 - August 2012
Gerstein Fisher February 2012 - June 2012
HSBC November 2010 - April 2011
Skills
Analytics, Risk Management, SAS programming, Data Analysis, Financial Modeling, Financial Services, Banking, Analysis, Asset Management, Business Analysis, Investment Banking, Private Equity
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2011 — 2012
MS
GARP 2010 — 2011
Financial Risk Manager (Level I and Level II Passed)
College of Engineering Guindy, Chennai 2006 — 2010
B.E.
Sri Sankara Senior Secondary School 2002 — 2006
Math, Science, Informatics Practices
Jillian Fascitelli Jillian Fascitelli's Gerstein Fisher Experience July 2014 - Present
Job Business Development at Gerstein Fisher
Industry Financial Services
Experience
Gerstein Fisher July 2014 - Present
Gerson Lehrman Group July 2012 - June 2014
Gerson Lehrman Group April 2010 - June 2012
Banc of America Securities June 2008 - August 2008
ACE Limited 2005 - 2006
American International Group 2003 - 2005
Education
Duke University - The Fuqua School of Business 2007 — 2009
MBA
Brown University 1999 — 2003
Mathematical Economics
Horace Mann School 1993 — 1999
Universidad Argentina de la Empresa
MBA
Gerstein Fisher July 2014 - Present
Gerson Lehrman Group July 2012 - June 2014
Gerson Lehrman Group April 2010 - June 2012
Banc of America Securities June 2008 - August 2008
ACE Limited 2005 - 2006
American International Group 2003 - 2005
Education
Duke University - The Fuqua School of Business 2007 — 2009
MBA
Brown University 1999 — 2003
Mathematical Economics
Horace Mann School 1993 — 1999
Universidad Argentina de la Empresa
MBA
Benjamin Diamond's Gerstein Fisher Experience June 2011 - August 2011
Job Client Services Analyst at BlackRock
Industry Investment Management
Experience
BlackRock June 2014 - Present
Bloomberg LP June 2013 - August 2013
Excel Sports Management June 2012 - July 2012
Gerstein Fisher June 2011 - August 2011
Skills
Data Analysis, Stata, Microsoft Excel, Bloomberg Terminal, Sales, Economics, Public Speaking, Financial Analysis, SQL
Education
Cornell University 2010 — 2014
Economics
Stuyvesant High School
BlackRock June 2014 - Present
Bloomberg LP June 2013 - August 2013
Excel Sports Management June 2012 - July 2012
Gerstein Fisher June 2011 - August 2011
Skills
Data Analysis, Stata, Microsoft Excel, Bloomberg Terminal, Sales, Economics, Public Speaking, Financial Analysis, SQL
Education
Cornell University 2010 — 2014
Economics
Stuyvesant High School
Hassan Chaudhary Hassan Chaudhary's Gerstein Fisher Experience December 2010 - January 2011
Job Business Manager, Small Business customer management at Capital One
Industry Banking
Experience
Capital One July 2014 - Present
Capital One January 2013 - August 2014
Capital One June 2011 - January 2013
Gerstein Fisher December 2010 - January 2011
Rochester Institute of Technology February 2008 - May 2008
Skills
Analysis, SAS, Financial Modeling, Financial Analysis, Data Analysis, Economics, Business Analysis, Risk Management, VBA, Microsoft Excel, SQL, Finance, Microsoft Office, PowerPoint, Credit Analysis, Econometrics, Forecasting, Strategy, Banking, Process Improvement, Leadership, Credit Risk, Business Strategy, Analytics, Valuation, Corporate Finance, Market Research, Statistics, Market Analysis, Quantitative Analytics, Segmentation, Statistical Modeling, Project Planning, Team Management, Product Management, Financial Services, Mergers & Acquisitions, Competitive Analysis, Management, Project Management, Research, Financial Risk, Marketing Strategy
Education
Duke University - The Fuqua School of Business 2010 — 2011
Master of Management Studies, Management/Finance
Rochester Institute of Technology 2006 — 2009
Bsc, Economics
Lahore University of Management Sciences 2004 — 2006
BSc, Economics
Beacon house 2000 — 2003
Capital One July 2014 - Present
Capital One January 2013 - August 2014
Capital One June 2011 - January 2013
Gerstein Fisher December 2010 - January 2011
Rochester Institute of Technology February 2008 - May 2008
Skills
Analysis, SAS, Financial Modeling, Financial Analysis, Data Analysis, Economics, Business Analysis, Risk Management, VBA, Microsoft Excel, SQL, Finance, Microsoft Office, PowerPoint, Credit Analysis, Econometrics, Forecasting, Strategy, Banking, Process Improvement, Leadership, Credit Risk, Business Strategy, Analytics, Valuation, Corporate Finance, Market Research, Statistics, Market Analysis, Quantitative Analytics, Segmentation, Statistical Modeling, Project Planning, Team Management, Product Management, Financial Services, Mergers & Acquisitions, Competitive Analysis, Management, Project Management, Research, Financial Risk, Marketing Strategy
Education
Duke University - The Fuqua School of Business 2010 — 2011
Master of Management Studies, Management/Finance
Rochester Institute of Technology 2006 — 2009
Bsc, Economics
Lahore University of Management Sciences 2004 — 2006
BSc, Economics
Beacon house 2000 — 2003
Kelly Koenig Kelly Koenig's Gerstein Fisher Experience September 2013 - March 2014
Job Graphic Designer/Art Director available for Freelance and Fulltime Work kellykoenigdesign.com
Industry Design
Experience
Selected Freelance Work - kellykoenigdesign.com October 2009 - Present
Gerstein Fisher September 2013 - March 2014
Distinguished Concerts International New York (DCINY) September 2012 - August 2013
OppenheimerFunds March 2012 - July 2012
Loews Hotels May 2011 - January 2012
Frye Boots/Mountrek/Jimlar May 2011 - August 2011
Mirrorball - We create cultural relevancy for brands. April 2011 - April 2011
Hara Partners February 2010 - September 2010
Burns and Roe April 2006 - September 2009
Skills
Adobe Creative Suite, InDesign, Graphic Design, Layout, Web Design, Graphics, Logo Design, Art Direction, Corporate Identity, Illustration, Brochures, Photoshop, Illustrator, Typography, Posters, Art, PowerPoint, Advertising, Flash, Packaging, Microsoft Word, Image Manipulation, Blogging, Facebook, QuarkXPress, Adobe Acrobat, Mac, CSS, Digital Illustration, User Interface Design, Flash Animation, Hand Drawing, Dreamweaver, Drawing, Word, Excel, HTML, ActionScript, Fine Art, Email Marketing, Event Management, CMS, Business Cards, Special Events, WordPress, Copywriting, SEO copywriting, Flyers
Education
Pratt Institute 2011 — 2011
Web Design
Gibbs College 2005 — 2005
Certificate, Visual Communications, Graphic Design
Penn State-University Park 1998 — 2002
Bachelor of Arts, Music History, Literature, and Theory
Columbia High School 1994 — 1998
Diploma, College Prep
Selected Freelance Work - kellykoenigdesign.com October 2009 - Present
Gerstein Fisher September 2013 - March 2014
Distinguished Concerts International New York (DCINY) September 2012 - August 2013
OppenheimerFunds March 2012 - July 2012
Loews Hotels May 2011 - January 2012
Frye Boots/Mountrek/Jimlar May 2011 - August 2011
Mirrorball - We create cultural relevancy for brands. April 2011 - April 2011
Hara Partners February 2010 - September 2010
Burns and Roe April 2006 - September 2009
Skills
Adobe Creative Suite, InDesign, Graphic Design, Layout, Web Design, Graphics, Logo Design, Art Direction, Corporate Identity, Illustration, Brochures, Photoshop, Illustrator, Typography, Posters, Art, PowerPoint, Advertising, Flash, Packaging, Microsoft Word, Image Manipulation, Blogging, Facebook, QuarkXPress, Adobe Acrobat, Mac, CSS, Digital Illustration, User Interface Design, Flash Animation, Hand Drawing, Dreamweaver, Drawing, Word, Excel, HTML, ActionScript, Fine Art, Email Marketing, Event Management, CMS, Business Cards, Special Events, WordPress, Copywriting, SEO copywriting, Flyers
Education
Pratt Institute 2011 — 2011
Web Design
Gibbs College 2005 — 2005
Certificate, Visual Communications, Graphic Design
Penn State-University Park 1998 — 2002
Bachelor of Arts, Music History, Literature, and Theory
Columbia High School 1994 — 1998
Diploma, College Prep
Judy Xuan Liu Judy Xuan Liu's Gerstein Fisher Experience February 2011 - May 2011
Job Business Associate at Prudence Investment Management (HK) Ltd
Industry Financial Services
Experience
Prudence Investment Management (HK) Ltd October 2012 - Present
FRE Department January 2011 - May 2012
Industrial and Commercial Bank of China (Asia) Ltd July 2011 - September 2011
Shenzhen Stock Exchange May 2011 - July 2011
Gerstein Fisher February 2011 - May 2011
Citibank (China) Co., Ltd June 2010 - August 2010
Skills
Research, Financial Planning, Business Valuation, Modeling, Capital Markets, Investments, Finance, Trading, Cash Flow, Investment Management, Forecasting, Wealth Management, Financial Advisory, Financial Modeling, Tax, Bloomberg, Financial Analysis, Economics, Data Analysis, Derivatives, Corporate Finance, Valuation, Analysis, Equity Research
Education
Polytechnic Institute of New York University 2010 — 2012
Master of Science, Financial Risk Engineering
South China University of Technology 2006 — 2010
B.S, Finance
Prudence Investment Management (HK) Ltd October 2012 - Present
FRE Department January 2011 - May 2012
Industrial and Commercial Bank of China (Asia) Ltd July 2011 - September 2011
Shenzhen Stock Exchange May 2011 - July 2011
Gerstein Fisher February 2011 - May 2011
Citibank (China) Co., Ltd June 2010 - August 2010
Skills
Research, Financial Planning, Business Valuation, Modeling, Capital Markets, Investments, Finance, Trading, Cash Flow, Investment Management, Forecasting, Wealth Management, Financial Advisory, Financial Modeling, Tax, Bloomberg, Financial Analysis, Economics, Data Analysis, Derivatives, Corporate Finance, Valuation, Analysis, Equity Research
Education
Polytechnic Institute of New York University 2010 — 2012
Master of Science, Financial Risk Engineering
South China University of Technology 2006 — 2010
B.S, Finance
Alyssa Yuchan Qiao Alyssa Yuchan Qiao's Gerstein Fisher Experience October 2011 - December 2011
Job Graduate of Duke University
Industry Banking
Experience
Agricultural Bank of China March 2012 - Present
Gerstein Fisher October 2011 - December 2011
Education
Duke University - Fuqua School of Business 2010 — 2011
Master, management studies
Agricultural Bank of China March 2012 - Present
Gerstein Fisher October 2011 - December 2011
Education
Duke University - Fuqua School of Business 2010 — 2011
Master, management studies
Parmesh Malhotra Parmesh Malhotra's Gerstein Fisher Experience October 2011 - December 2011
Job Software Engineer
Industry Financial Services
Experience
WorldQuant LLC April 2012 - Present
Roubini Global Economics February 2012 - March 2012
Gerstein Fisher October 2011 - December 2011
Center of Computational Learning Systems@Columbia University July 2011 - September 2011
Defence Research and Development Organisation May 2009 - July 2009
marketRx June 2008 - July 2008
Skills
C, Matlab, C++, Algorithms, Unix Shell Scripting, Quantitative Finance, Derivatives, Databases, Equities, Simulations, Perl, Python, VBA
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2010 — 2011
Master of Science, Operations Research
National Institute of Technology Kurukshetra 2006 — 2010
Btech, Computer Engineering
Brightlands School,Dehradun 2004 — 2006
ISC, English, Physics, Chemistry, Maths, Computer Science
Brightlands School,Dehradun 1996 — 2004
ICSE, English, Hindi, Social Science, Science, Mathematics, Computer Science
WorldQuant LLC April 2012 - Present
Roubini Global Economics February 2012 - March 2012
Gerstein Fisher October 2011 - December 2011
Center of Computational Learning Systems@Columbia University July 2011 - September 2011
Defence Research and Development Organisation May 2009 - July 2009
marketRx June 2008 - July 2008
Skills
C, Matlab, C++, Algorithms, Unix Shell Scripting, Quantitative Finance, Derivatives, Databases, Equities, Simulations, Perl, Python, VBA
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2010 — 2011
Master of Science, Operations Research
National Institute of Technology Kurukshetra 2006 — 2010
Btech, Computer Engineering
Brightlands School,Dehradun 2004 — 2006
ISC, English, Physics, Chemistry, Maths, Computer Science
Brightlands School,Dehradun 1996 — 2004
ICSE, English, Hindi, Social Science, Science, Mathematics, Computer Science
Ken Ballin Ken Ballin's Gerstein Fisher Experience 2011 - 2012
Job Wealth Advisor
Industry Insurance
Experience
RLP Wealth Advisors, LLC October 2013 - Present
owR Opinion 2012 - 2013
Gerstien Fisher October 2011 - August 2012
Gerstein Fisher 2011 - 2012
Strategies for Wealth 2010 - October 2011
Acorn Financial Services August 2006 - October 2010
Enterprise General Agency of Met Life 2004 - 2006
Nathan & Lewis Securities 1998 - 2004
Nathan & Lewis 1998 - 2002
The Guardian Life Insurance Company of America 1988 - 1991
Skills
Fixed Annuities, Insurance, Estate Planning, Long-term Care, Life Insurance, Strategic Financial..., Disability Insurance, Mutual Funds, Investments, Series 7, Health Insurance, Brokers
Education
University at Buffalo 1974 — 1980
Masters Degree, Linguistics
Jamaica High School 1971 — 1974
Regents Diploma, Foreign Languages and Literatures, General
Adelphi CFP Class
PS 102 Queens
RLP Wealth Advisors, LLC October 2013 - Present
owR Opinion 2012 - 2013
Gerstien Fisher October 2011 - August 2012
Gerstein Fisher 2011 - 2012
Strategies for Wealth 2010 - October 2011
Acorn Financial Services August 2006 - October 2010
Enterprise General Agency of Met Life 2004 - 2006
Nathan & Lewis Securities 1998 - 2004
Nathan & Lewis 1998 - 2002
The Guardian Life Insurance Company of America 1988 - 1991
Skills
Fixed Annuities, Insurance, Estate Planning, Long-term Care, Life Insurance, Strategic Financial..., Disability Insurance, Mutual Funds, Investments, Series 7, Health Insurance, Brokers
Education
University at Buffalo 1974 — 1980
Masters Degree, Linguistics
Jamaica High School 1971 — 1974
Regents Diploma, Foreign Languages and Literatures, General
Adelphi CFP Class
PS 102 Queens
Curt Schultzberg Curt Schultzberg's Gerstein Fisher Experience 2014 - Present
Job Business Development Executive at Gerstein Fisher
Industry Financial Services
Experience
Gerstein Fisher 2014 - Present
Minority Venture Partners 2014 - Present
Capital Strategy Associates 2013 - 2014
AXA Equitable 2007 - 2012
AXA Equitable 2003 - 2007
Thomas & Associates 2002 - 2003
AIG American General 1998 - 2001
Putnam Investments 1995 - 1998
Skills
Financial Services, Mergers & Acquisitions, Change Management, Strategy, Insurance, Investments, Competitive Analysis, Due Diligence, Mergers, Public Speaking, Portfolio Management, Investment Management, Series 7, Strategic Planning, Finance, Corporate Development, Product Development, CRM, Business Analysis, Cross-functional Team..., Employee Benefits, Employee Relations, Operations Management, Mentoring, Team Building &..., Volunteer Leadership, Compliance Monitoring, Restructuring, Strategic Communications, Business Restructuring, Client Relationship..., Communication Strategy, Income Statement, Leadership, Executive Presentations, FINRA Series 6, 7, 26 &..., Hiring & Staffing, Insurance Industry, Mergers & Acquisitions..., P&L Accountability
Education
State University of New York College at Oswego 1983 — 1987
Bachelor of Arts (BA), History & American Studies
SVSHS
Gerstein Fisher 2014 - Present
Minority Venture Partners 2014 - Present
Capital Strategy Associates 2013 - 2014
AXA Equitable 2007 - 2012
AXA Equitable 2003 - 2007
Thomas & Associates 2002 - 2003
AIG American General 1998 - 2001
Putnam Investments 1995 - 1998
Skills
Financial Services, Mergers & Acquisitions, Change Management, Strategy, Insurance, Investments, Competitive Analysis, Due Diligence, Mergers, Public Speaking, Portfolio Management, Investment Management, Series 7, Strategic Planning, Finance, Corporate Development, Product Development, CRM, Business Analysis, Cross-functional Team..., Employee Benefits, Employee Relations, Operations Management, Mentoring, Team Building &..., Volunteer Leadership, Compliance Monitoring, Restructuring, Strategic Communications, Business Restructuring, Client Relationship..., Communication Strategy, Income Statement, Leadership, Executive Presentations, FINRA Series 6, 7, 26 &..., Hiring & Staffing, Insurance Industry, Mergers & Acquisitions..., P&L Accountability
Education
State University of New York College at Oswego 1983 — 1987
Bachelor of Arts (BA), History & American Studies
SVSHS
Paul Kalmus's Gerstein Fisher Experience April 2015 - Present
Job Investment Analyst at Terese Kelly Investment Group
Industry Financial Services
Experience
Gerstein Fisher April 2015 - Present
Terese Kelly Investment Group April 2015 - Present
University at Buffalo Equity Research Club September 2013 - Present
Buffalo Undergraduate Consulting Club September 2014 - Present
Fluent Grp September 2013 - Present
Play It Again Sports and Fitness November 2009 - June 2013
Skills
Microsoft Excel, Public Speaking, Finance, Critical Thinking, Microsoft Word, Equity Research Analysis, Financial Analysis, Presentation Skills, Sales, Marketing Strategy, Leadership, Investments, Morningstar Office, Fixed Income Portfolio..., Portfolio Optimization, Teamwork, Microsoft Office
Education
State University of New York at Buffalo - School of Management
Bachelor of Science in Business Administration, Finance
Oceanside High School 2008 — 2012
Gerstein Fisher April 2015 - Present
Terese Kelly Investment Group April 2015 - Present
University at Buffalo Equity Research Club September 2013 - Present
Buffalo Undergraduate Consulting Club September 2014 - Present
Fluent Grp September 2013 - Present
Play It Again Sports and Fitness November 2009 - June 2013
Skills
Microsoft Excel, Public Speaking, Finance, Critical Thinking, Microsoft Word, Equity Research Analysis, Financial Analysis, Presentation Skills, Sales, Marketing Strategy, Leadership, Investments, Morningstar Office, Fixed Income Portfolio..., Portfolio Optimization, Teamwork, Microsoft Office
Education
State University of New York at Buffalo - School of Management
Bachelor of Science in Business Administration, Finance
Oceanside High School 2008 — 2012
Michael Gold CFP® Michael Gold CFP®'s Gerstein Fisher Experience December 2012 - Present
Job Private Client Advisor
Industry Financial Services
Experience
Gerstein Fisher December 2012 - Present
KBK Wealth Management March 2009 - November 2012
Wachovia Securities July 2005 - October 2008
Ladenburg Thalmann 2001 - 2005
Morgan Stanley March 2000 - April 2001
DeWitt's Media, Inc. 1999 - 2000
Skills
Pensions, Retirement Planning, Series 7, Securities, Wealth Management, Certified Financial..., Disability Insurance, Life Insurance, Long Term Care Insurance, Investment Advisory, Investment Strategies, Retirement, Series 63, Series 65, Asset Allocation, Finance, Financial Advisory, Strategic Financial..., Wealth, Investments, Mutual Funds, ETFs, Asset Management, Portfolio Management, Investment Management, Estate Planning, 401k, Financial Planning
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (MBA), Quantitative Finance
State University of New York College at Oneonta 1996 — 1999
BA, Business & Economics
Gerstein Fisher December 2012 - Present
KBK Wealth Management March 2009 - November 2012
Wachovia Securities July 2005 - October 2008
Ladenburg Thalmann 2001 - 2005
Morgan Stanley March 2000 - April 2001
DeWitt's Media, Inc. 1999 - 2000
Skills
Pensions, Retirement Planning, Series 7, Securities, Wealth Management, Certified Financial..., Disability Insurance, Life Insurance, Long Term Care Insurance, Investment Advisory, Investment Strategies, Retirement, Series 63, Series 65, Asset Allocation, Finance, Financial Advisory, Strategic Financial..., Wealth, Investments, Mutual Funds, ETFs, Asset Management, Portfolio Management, Investment Management, Estate Planning, 401k, Financial Planning
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (MBA), Quantitative Finance
State University of New York College at Oneonta 1996 — 1999
BA, Business & Economics
Sesharun Karumanchi's Gerstein Fisher Experience June 2014 - August 2014
Job Mathematics of Finance graduate from Columbia University
Industry Financial Services
Experience
Gerstein Fisher June 2014 - August 2014
Skills
C, C++, Python, R, SQL, VBA, Bash, Quantitative Finance, Equity Derivatives, Financial Modeling, Bloomberg, Stochastic Calculus, Monte Carlo Simulation, Machine Learning, Data Analysis
Education
Columbia University in the City of New York 2013 — 2015
Master of Arts (MA), Mathematics of Finance
Indian Institute of Technology, Kharagpur 2008 — 2013
Bachelor of Technology (BTech), Master of Technology (MTech), Biotechnology and Biochemical Engineering
Gerstein Fisher June 2014 - August 2014
Skills
C, C++, Python, R, SQL, VBA, Bash, Quantitative Finance, Equity Derivatives, Financial Modeling, Bloomberg, Stochastic Calculus, Monte Carlo Simulation, Machine Learning, Data Analysis
Education
Columbia University in the City of New York 2013 — 2015
Master of Arts (MA), Mathematics of Finance
Indian Institute of Technology, Kharagpur 2008 — 2013
Bachelor of Technology (BTech), Master of Technology (MTech), Biotechnology and Biochemical Engineering
Dan Maurer Dan Maurer's Gerstein Fisher Experience January 2013 - Present
Job Client Advisory Team | Private Client | Director, Western Region at Gerstein Fisher
Industry Financial Services
Experience
Gerstein Fisher January 2013 - Present
Curian Capital August 2002 - December 2012
Josepthal & Company January 1998 - December 2001
Nathan & Lewis and Co. January 1996 - December 1998
Education
State University of New York at Albany
Gerstein Fisher January 2013 - Present
Curian Capital August 2002 - December 2012
Josepthal & Company January 1998 - December 2001
Nathan & Lewis and Co. January 1996 - December 1998
Education
State University of New York at Albany
Joo-Hyung (David) Park's Gerstein Fisher Experience January 2011 - April 2011
Job Manager at PwC
Industry Financial Services
Experience
PwC July 2015 - Present
PwC July 2013 - June 2015
PwC January 2012 - June 2013
Columbia University September 2011 - December 2011
Prisma Capital Partners June 2011 - December 2011
Gerstein Fisher January 2011 - April 2011
Skills
Korean, Microsoft Excel, VBA, Bloomberg Terminal, Matlab, Fincad, Financial Modeling, Financial Engineering, Derivatives, Consulting, Risk Assessment
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2010 — 2011
Masters, Financial Engineering
University of Toronto 2006 — 2010
Bachelors, Physics
PwC July 2015 - Present
PwC July 2013 - June 2015
PwC January 2012 - June 2013
Columbia University September 2011 - December 2011
Prisma Capital Partners June 2011 - December 2011
Gerstein Fisher January 2011 - April 2011
Skills
Korean, Microsoft Excel, VBA, Bloomberg Terminal, Matlab, Fincad, Financial Modeling, Financial Engineering, Derivatives, Consulting, Risk Assessment
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2010 — 2011
Masters, Financial Engineering
University of Toronto 2006 — 2010
Bachelors, Physics
Kinnery Mehta Kinnery Mehta's Gerstein Fisher Experience June 2009 - August 2009
Job Energy Analyst at NuEnergen
Industry Financial Services
Experience
MC Energy Inc. January 2010 - May 2013
Pace University January 2008 - December 2009
Gerstein Fisher June 2009 - August 2009
Pace University May 2009 - August 2009
Merrill Lynch July 2008 - May 2009
AXA Advisors June 2008 - August 2008
Pace University September 2007 - January 2008
Nirma University of Science & Technology, India June 2001 - June 2007
Skills
Data Analysis, Financial Analysis, Microsoft Excel, Valuation, Financial Modeling, Analysis, Research, Equities, Customer Service, Budgets, Market Research, Access, Microsoft Office, Forecasting, PowerPoint, Energy, Microsoft Word, Rate Design, Gas Industry, Utility Regulation, Deregulation, Price Forecasting, Procurement, Energy Modelling, Energy Markets, Utility Rate Analysis, Energy Bill auditing, Account Management, Energy Management, Risk Management..., Budget Forecasts, Energy Policy, Procurement Contracts, utility tariffs, Electricity Markets, Management, Economics, Project Planning, Finance
Education
Pace University 2007 — 2009
MBA, Investment Management & Information Systems
Gujarat University 1996 — 2000
B.E., Chemcial Engineering
MC Energy Inc. January 2010 - May 2013
Pace University January 2008 - December 2009
Gerstein Fisher June 2009 - August 2009
Pace University May 2009 - August 2009
Merrill Lynch July 2008 - May 2009
AXA Advisors June 2008 - August 2008
Pace University September 2007 - January 2008
Nirma University of Science & Technology, India June 2001 - June 2007
Skills
Data Analysis, Financial Analysis, Microsoft Excel, Valuation, Financial Modeling, Analysis, Research, Equities, Customer Service, Budgets, Market Research, Access, Microsoft Office, Forecasting, PowerPoint, Energy, Microsoft Word, Rate Design, Gas Industry, Utility Regulation, Deregulation, Price Forecasting, Procurement, Energy Modelling, Energy Markets, Utility Rate Analysis, Energy Bill auditing, Account Management, Energy Management, Risk Management..., Budget Forecasts, Energy Policy, Procurement Contracts, utility tariffs, Electricity Markets, Management, Economics, Project Planning, Finance
Education
Pace University 2007 — 2009
MBA, Investment Management & Information Systems
Gujarat University 1996 — 2000
B.E., Chemcial Engineering
Raunaq Patwardhan Raunaq Patwardhan's Gerstein Fisher Experience January 2011 - May 2011
Job Business Consultant at Quantifi, Inc.
Industry Financial Services
Experience
Quantifi, Inc. October 2015 - Present
Broadridge Investment Management Solutions October 2011 - September 2015
Paladyne Systems, Inc. July 2011 - October 2011
Gerstein Fisher January 2011 - May 2011
GreenCloud Inc. June 2010 - September 2010
Indian Institute of Technology, Kanpur August 2007 - March 2008
IDG Product Development June 2006 - June 2007
Skills
Risk Management, Derivatives, Analysis, VBA, Business Analysis, Matlab, Software Development, Trading Systems, C++, Requirements Analysis, Algorithms, SQL, C#
Education
Polytechnic University 2009 — 2011
Master of Science (MS), Financial and Risk Engineering
University of Pune 2003 — 2007
Bachelor of Engineering (BE), Electronics
Vidya Bhavan Jr. College 2001 — 2003
HSC
St. Vincents High School 1991 — 2001
SSC
Quantifi, Inc. October 2015 - Present
Broadridge Investment Management Solutions October 2011 - September 2015
Paladyne Systems, Inc. July 2011 - October 2011
Gerstein Fisher January 2011 - May 2011
GreenCloud Inc. June 2010 - September 2010
Indian Institute of Technology, Kanpur August 2007 - March 2008
IDG Product Development June 2006 - June 2007
Skills
Risk Management, Derivatives, Analysis, VBA, Business Analysis, Matlab, Software Development, Trading Systems, C++, Requirements Analysis, Algorithms, SQL, C#
Education
Polytechnic University 2009 — 2011
Master of Science (MS), Financial and Risk Engineering
University of Pune 2003 — 2007
Bachelor of Engineering (BE), Electronics
Vidya Bhavan Jr. College 2001 — 2003
HSC
St. Vincents High School 1991 — 2001
SSC
Michael R. Sanders Michael R. Sanders's Gerstein Fisher Experience October 2003 - August 2010
Job President & Chief Investment Officer at Clark Dodge Asset Management
Industry Investment Management
Experience
Byram Hills School District July 2015 - Present
Clark Dodge Asset Management August 2010 - Present
Byram Hills Education Foundation July 2007 - June 2013
Gerstein Fisher October 2003 - August 2010
Stein Roe February 1998 - October 2003
J & W Seligman February 1992 - February 1998
Skills
Asset Management, Investments, Wealth Management, Philanthropy, Fundraising
Education
LIU Post 1994 — 1997
MBA, Finance
State University of New York College at Buffalo 1987 — 1991
BS, Management
Byram Hills School District July 2015 - Present
Clark Dodge Asset Management August 2010 - Present
Byram Hills Education Foundation July 2007 - June 2013
Gerstein Fisher October 2003 - August 2010
Stein Roe February 1998 - October 2003
J & W Seligman February 1992 - February 1998
Skills
Asset Management, Investments, Wealth Management, Philanthropy, Fundraising
Education
LIU Post 1994 — 1997
MBA, Finance
State University of New York College at Buffalo 1987 — 1991
BS, Management
Fandi Meng Fandi Meng's Gerstein Fisher Experience 2010 - 2010
Job PE Manager at Jufeng Capitial
Industry Financial Services
Experience
Jufeng Capitial July 2012 - Present
Citi 2011 - 2011
Gerstein Fisher 2010 - 2010
Education
New York University 2008 — 2010
Master, Financial Engineering
Tongji University 2002 — 2006
Bachelor, Biology Technolgoy
Shixi High School
Jufeng Capitial July 2012 - Present
Citi 2011 - 2011
Gerstein Fisher 2010 - 2010
Education
New York University 2008 — 2010
Master, Financial Engineering
Tongji University 2002 — 2006
Bachelor, Biology Technolgoy
Shixi High School
Jonathan Forrest's Gerstein Fisher Experience June 2015 - Present
Job Summer Intern at Gerstein Fisher, Student Athlete at The George Washington University: Class of 2016
Industry Investment Banking
Experience
Gerstein Fisher June 2015 - Present
deltatre July 2013 - July 2013
Newcastle United Football Club Development Program April 2010 - April 2010
Newcastle United Football Club Shop April 2010 - April 2010
Skills
Microsoft Office, Teamwork, Time Management, Public Speaking, Leadership, Morningstar Office, Portfolio Management, Wealth Management, Financial Analysis, Investment Management, Event Planning, Finance, Microsoft Word, Research, Data Analysis, Fixed Income Portfolio..., Investment Advisory, Social Media, PowerPoint, Microsoft Excel
Education
The George Washington University 2012 — 2016
Bachelor’s Degree, Finance, 3.92
Monkseaton High School 2010 — 2012
A-level (UK), Mathematics, Chemistry, History and General Studies, A,B,B,B
Marden High School 2005 — 2010
GCSE's, Maths, Chemistry, Biology, Physics, English Literature, English Language, French, History, DiDA, A*, A*, A*, A*, A*, A*, A, A, 2 A's in DiDA
Gerstein Fisher June 2015 - Present
deltatre July 2013 - July 2013
Newcastle United Football Club Development Program April 2010 - April 2010
Newcastle United Football Club Shop April 2010 - April 2010
Skills
Microsoft Office, Teamwork, Time Management, Public Speaking, Leadership, Morningstar Office, Portfolio Management, Wealth Management, Financial Analysis, Investment Management, Event Planning, Finance, Microsoft Word, Research, Data Analysis, Fixed Income Portfolio..., Investment Advisory, Social Media, PowerPoint, Microsoft Excel
Education
The George Washington University 2012 — 2016
Bachelor’s Degree, Finance, 3.92
Monkseaton High School 2010 — 2012
A-level (UK), Mathematics, Chemistry, History and General Studies, A,B,B,B
Marden High School 2005 — 2010
GCSE's, Maths, Chemistry, Biology, Physics, English Literature, English Language, French, History, DiDA, A*, A*, A*, A*, A*, A*, A, A, 2 A's in DiDA
Perry Lorberbaum's Gerstein Fisher Experience March 2015 - August 2015
Job Student at Bentley University
Industry Financial Services
Experience
Bentley Venture Capital Fund, L.P. March 2015 - Present
Gerstein Fisher March 2015 - August 2015
Peryn Realty, LLC May 2014 - September 2014
Consumer Edge Research LLC May 2013 - June 2013
Wexford Capital June 2012 - August 2012
Northwestern Mutual June 2011 - June 2012
Perry Shoe Shine, Co. May 2006 - September 2010
Town Hall: Town Clerks Office (Westport, CT) June 2010 - August 2010
Skills
Equity Research, Analysis, Microsoft Excel, Financial Modeling, Bloomberg, Trading, Public Speaking, Investments, Social Media, Teamwork, Equities, Leadership
Education
Bentley University 2013 — 2017
Bachelor's Degree, Finance and Financial Management Services, Sophomore
Staples High School 2009 — 2013
Honors
Bentley Venture Capital Fund, L.P. March 2015 - Present
Gerstein Fisher March 2015 - August 2015
Peryn Realty, LLC May 2014 - September 2014
Consumer Edge Research LLC May 2013 - June 2013
Wexford Capital June 2012 - August 2012
Northwestern Mutual June 2011 - June 2012
Perry Shoe Shine, Co. May 2006 - September 2010
Town Hall: Town Clerks Office (Westport, CT) June 2010 - August 2010
Skills
Equity Research, Analysis, Microsoft Excel, Financial Modeling, Bloomberg, Trading, Public Speaking, Investments, Social Media, Teamwork, Equities, Leadership
Education
Bentley University 2013 — 2017
Bachelor's Degree, Finance and Financial Management Services, Sophomore
Staples High School 2009 — 2013
Honors
Daniel Ahrens Daniel Ahrens's Gerstein Fisher Experience August 2014 - February 2015
Job Editor / Animator / VFX Artist / Graphic Artist / Cinematographer / Illustrator
Industry Entertainment
Experience
Funny Or Die May 2015 - Present
Guardian News & Media June 2015 - Present
Lauren Fix, the Car Coach® February 2015 - Present
I Friends And My - Comedy Network September 2012 - Present
Gerstein Fisher August 2014 - February 2015
SAP March 2014 - January 2015
Marvel Entertainment May 2011 - May 2014
Skills
After Effects, Final Cut Pro, Final Cut 7, Photoshop, Illustrator, Premiere, Adobe Creative Suite, Maya, Avid Media Composer, Pro Tools, Microsoft Office, Coda, Animation
Education
Ohio University 2009 — 2013
Bachelor's degree, Video Production (Communications), 3.58
Funny Or Die May 2015 - Present
Guardian News & Media June 2015 - Present
Lauren Fix, the Car Coach® February 2015 - Present
I Friends And My - Comedy Network September 2012 - Present
Gerstein Fisher August 2014 - February 2015
SAP March 2014 - January 2015
Marvel Entertainment May 2011 - May 2014
Skills
After Effects, Final Cut Pro, Final Cut 7, Photoshop, Illustrator, Premiere, Adobe Creative Suite, Maya, Avid Media Composer, Pro Tools, Microsoft Office, Coda, Animation
Education
Ohio University 2009 — 2013
Bachelor's degree, Video Production (Communications), 3.58
Stuart Bell Stuart Bell's Gerstein Fisher Experience April 2015 - Present
Job Senior Vice President, Client Development and Service at Gerstein Fisher
Industry Financial Services
Experience
Gerstein Fisher April 2015 - Present
Trepp, LLC April 2013 - March 2015
Revere Data, LLC December 2010 - October 2012
The Datamyne Inc. June 2005 - December 2010
Bloomberg LP - New York April 2003 - April 2004
Bloomberg L.P. April 2001 - April 2003
Bloomberg L.P. April 1996 - April 2001
Bloomberg L.P. January 1987 - March 1996
Bloomberg L.P. March 1985 - December 1986
Technical Data April 1982 - April 1985
Skills
New Business Development, Strategic Planning, Managing Key Accounts, Staff Development, Change Management, Culture Change, International Business..., Executive Team..., Proposal Development, Sales Presentation..., Territory Development, Consultative Selling..., Leadership, Proposal Writing, Team Building, Hedge Funds, Sales Operations, Product Management, Business Strategy, Negotiation, Strategy, Sales Management, Product Development, Account Management, Financial Markets, Trading, Banking, Bloomberg, Market Data, Customer Service, Business Planning, Contract Negotiation, Marketing Strategy, CRM, Mergers & Acquisitions, Marketing, Sales, Analytics, Strategic Partnerships, Financial Services, Salesforce.com, Start-ups, Training, Management, Bloomberg Terminal, Bonds, Market Research, Fixed Income
Education
Dartmouth College 1976 — 1980
BA
The Hill School Pottstown PA 1972 — 1976
Gerstein Fisher April 2015 - Present
Trepp, LLC April 2013 - March 2015
Revere Data, LLC December 2010 - October 2012
The Datamyne Inc. June 2005 - December 2010
Bloomberg LP - New York April 2003 - April 2004
Bloomberg L.P. April 2001 - April 2003
Bloomberg L.P. April 1996 - April 2001
Bloomberg L.P. January 1987 - March 1996
Bloomberg L.P. March 1985 - December 1986
Technical Data April 1982 - April 1985
Skills
New Business Development, Strategic Planning, Managing Key Accounts, Staff Development, Change Management, Culture Change, International Business..., Executive Team..., Proposal Development, Sales Presentation..., Territory Development, Consultative Selling..., Leadership, Proposal Writing, Team Building, Hedge Funds, Sales Operations, Product Management, Business Strategy, Negotiation, Strategy, Sales Management, Product Development, Account Management, Financial Markets, Trading, Banking, Bloomberg, Market Data, Customer Service, Business Planning, Contract Negotiation, Marketing Strategy, CRM, Mergers & Acquisitions, Marketing, Sales, Analytics, Strategic Partnerships, Financial Services, Salesforce.com, Start-ups, Training, Management, Bloomberg Terminal, Bonds, Market Research, Fixed Income
Education
Dartmouth College 1976 — 1980
BA
The Hill School Pottstown PA 1972 — 1976
James Aiello's Gerstein Fisher Experience December 2011 - January 2013
Job Principal MAC Advisors, LLC
Industry Real Estate
Experience
Greenwich Economic Advisory Counsel (EAC) June 2014 - Present
MAC Advisors, LLC April 2013 - Present
Gerstein Fisher December 2011 - January 2013
Manager and Founder at Hillside and Coastal Funds 2004 - 2013
Citigroup - Salomon Smith Barney Investment Management 2002 - 2004
Citigroup - Salomon Brothers, Investment Banking 2000 - 2002
Skills
Asset Managment, Real Estate Private..., Real Estate, Management Consulting, Portfolio Management, Investment Banking, Investments, Finance, Asset Management, Market Research, Business Development, Management, Financial Modeling, Marketing, Financial Advisory, Business Strategy, Analysis, Valuation, Mergers & Acquisitions, Commercial Real Estate, Entrepreneurship, Risk Management, Hedge Funds, Budgets, Due Diligence
Education
Harvard University 1986 — 1990
BA
Harvard University 1986 — 1990
Bachelor's degree
Greenwich Economic Advisory Counsel (EAC) June 2014 - Present
MAC Advisors, LLC April 2013 - Present
Gerstein Fisher December 2011 - January 2013
Manager and Founder at Hillside and Coastal Funds 2004 - 2013
Citigroup - Salomon Smith Barney Investment Management 2002 - 2004
Citigroup - Salomon Brothers, Investment Banking 2000 - 2002
Skills
Asset Managment, Real Estate Private..., Real Estate, Management Consulting, Portfolio Management, Investment Banking, Investments, Finance, Asset Management, Market Research, Business Development, Management, Financial Modeling, Marketing, Financial Advisory, Business Strategy, Analysis, Valuation, Mergers & Acquisitions, Commercial Real Estate, Entrepreneurship, Risk Management, Hedge Funds, Budgets, Due Diligence
Education
Harvard University 1986 — 1990
BA
Harvard University 1986 — 1990
Bachelor's degree
Sanjeev Pati Sanjeev Pati's Gerstein Fisher Experience June 2012 - Present
Job Investment Strategy Group – Conducting portfolio research and quantitative analysis for MultiFactor® investments
Industry Financial Services
Experience
Gerstein Fisher June 2012 - Present
Columbia University February 2012 - June 2012
Mahindra and Mahindra Autmotive Ltd, October 2009 - August 2011
Ruhr-Universität Bochum January 2009 - May 2009
Indian Oil Corporation Limited May 2007 - July 2007
Skills
VBA, C++, SQL, C, Data Mining, Project Management, Research, PowerPoint, Microsoft Excel, Product Development, Microsoft Office, Investment Management, Investment Strategies, Asset Managment
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2011 — 2012
MS, Operations Research (Specializing in Quantitative Finance)
Manipal Institute of Technology 2005 — 2009
BE, Mechanical Engineering
Delhi Public School - Noida 2003 — 2005
Gerstein Fisher June 2012 - Present
Columbia University February 2012 - June 2012
Mahindra and Mahindra Autmotive Ltd, October 2009 - August 2011
Ruhr-Universität Bochum January 2009 - May 2009
Indian Oil Corporation Limited May 2007 - July 2007
Skills
VBA, C++, SQL, C, Data Mining, Project Management, Research, PowerPoint, Microsoft Excel, Product Development, Microsoft Office, Investment Management, Investment Strategies, Asset Managment
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2011 — 2012
MS, Operations Research (Specializing in Quantitative Finance)
Manipal Institute of Technology 2005 — 2009
BE, Mechanical Engineering
Delhi Public School - Noida 2003 — 2005
Samuel Moskowitz Samuel Moskowitz's Gerstein Fisher Experience May 2014 - Present
Job Client Advisory Team | Tax Specialist at Gerstein Fisher
Industry Financial Services
Experience
Gerstein Fisher May 2014 - Present
Skills
Income Tax, Tax Preparation, Tax Returns, Tax Advisory
Education
Kingsborough Community College 2004 — 2007
Associate's Degree, Liberal Arts and Sciences/Liberal Studies
Gerstein Fisher May 2014 - Present
Skills
Income Tax, Tax Preparation, Tax Returns, Tax Advisory
Education
Kingsborough Community College 2004 — 2007
Associate's Degree, Liberal Arts and Sciences/Liberal Studies
James V. Celentano James V. Celentano's Gerstein Fisher Experience May 2015 - Present
Job Private Client at Gerstein Fisher
Industry Financial Services
Experience
Gerstein Fisher May 2015 - Present
AJF Financial Services, Inc. March 2013 - May 2015
American Portfolios January 2011 - January 2013
American Portfolios November 2009 - January 2011
Exclusive Media Group January 2006 - October 2009
Samoshel under the OPCC June 2005 - October 2009
Skills
Customer Service, Management, Salesforce.com, Microsoft Office, Advertising, Project Management, Sales, Social Networking, Event Planning, Risk Management, Business Development, Business Planning, Team Building, Sales Management, Social Media Marketing, Research, Microsoft Excel, Employee Benefits, Accounting, Budgets, Strategic Planning, Insurance, Human Resources, Public Relations, Market Research, Microsoft Word, Social Media, PowerPoint, Marketing, Event Management, Public Speaking, CRM, Banking, Nonprofits, Leadership, Training, Investments, Finance, Analysis, Securities, Portfolio Management, Asset Management, Investment Advisory, Wealth Management...
Education
University of California, Los Angeles 2002 — 2006
Bachelor of Arts (B.A.), Theatre/Theater
Columbia University in the City of New York 2002 — 2003
Archeology
Westhampton Beach HS
Gerstein Fisher May 2015 - Present
AJF Financial Services, Inc. March 2013 - May 2015
American Portfolios January 2011 - January 2013
American Portfolios November 2009 - January 2011
Exclusive Media Group January 2006 - October 2009
Samoshel under the OPCC June 2005 - October 2009
Skills
Customer Service, Management, Salesforce.com, Microsoft Office, Advertising, Project Management, Sales, Social Networking, Event Planning, Risk Management, Business Development, Business Planning, Team Building, Sales Management, Social Media Marketing, Research, Microsoft Excel, Employee Benefits, Accounting, Budgets, Strategic Planning, Insurance, Human Resources, Public Relations, Market Research, Microsoft Word, Social Media, PowerPoint, Marketing, Event Management, Public Speaking, CRM, Banking, Nonprofits, Leadership, Training, Investments, Finance, Analysis, Securities, Portfolio Management, Asset Management, Investment Advisory, Wealth Management...
Education
University of California, Los Angeles 2002 — 2006
Bachelor of Arts (B.A.), Theatre/Theater
Columbia University in the City of New York 2002 — 2003
Archeology
Westhampton Beach HS
Heather Schwartz's Gerstein Fisher Experience 2008 - 2010
Job Junior Staff Accountant at Kuoni Destination Management & AlliedTPro Inc.
Industry Hospitality
Experience
Kuoni Destination Management USA June 2010 - Present
Gerstein Fisher 2008 - 2010
Education
University at Albany, SUNY 2006 — 2010
BA, Accounting, History, Judaic Studies
Kuoni Destination Management USA June 2010 - Present
Gerstein Fisher 2008 - 2010
Education
University at Albany, SUNY 2006 — 2010
BA, Accounting, History, Judaic Studies
Scott Cohen's Gerstein Fisher Experience June 2013 - August 2014
Job Creating customized financial solutions for businesses, families, and founders at Metropolitan Capital
Industry Banking
Experience
Metropolitan Capital Investment Banc September 2014 - Present
Metropolitan Capital Bank & Trust September 2014 - Present
Gerstein Fisher June 2013 - August 2014
Metropolitan Capital Investment Banc May 2011 - June 2013
Metropolitan Capital Bank & Trust July 2010 - June 2013
Audax Realty Group June 2009 - June 2010
Morgan Stanley Smith Barney May 2009 - August 2009
Skills
Investments, Private Equity, Portfolio Management, Investment Banking, Financial Modeling, Due Diligence, Finance, Banking, Loans, Mergers, Start-ups, Entrepreneurship, Credit, Venture Capital, Analysis, Commercial Banking, Private Companies, Secondary Offerings, Pre-IPO, Employee Stock Options, Private Banking, Private stock sales
Education
Miami University 2006 — 2010
BS, Finance
Miami University- Richard T. Farmer School of Business 2006 — 2010
Bachelor of Science, Business; Finance
Mary Institute and St. Louis Country Day School 2002 — 2006
High School
Metropolitan Capital Investment Banc September 2014 - Present
Metropolitan Capital Bank & Trust September 2014 - Present
Gerstein Fisher June 2013 - August 2014
Metropolitan Capital Investment Banc May 2011 - June 2013
Metropolitan Capital Bank & Trust July 2010 - June 2013
Audax Realty Group June 2009 - June 2010
Morgan Stanley Smith Barney May 2009 - August 2009
Skills
Investments, Private Equity, Portfolio Management, Investment Banking, Financial Modeling, Due Diligence, Finance, Banking, Loans, Mergers, Start-ups, Entrepreneurship, Credit, Venture Capital, Analysis, Commercial Banking, Private Companies, Secondary Offerings, Pre-IPO, Employee Stock Options, Private Banking, Private stock sales
Education
Miami University 2006 — 2010
BS, Finance
Miami University- Richard T. Farmer School of Business 2006 — 2010
Bachelor of Science, Business; Finance
Mary Institute and St. Louis Country Day School 2002 — 2006
High School
Alec Rutstein Alec Rutstein's Gerstein Fisher Experience July 2013 - October 2014
Job RIA Specialist at Cohen & Steers
Industry Financial Services
Experience
Cohen & Steers October 2014 - Present
Gerstein Fisher July 2013 - October 2014
Convergent Wealth Advisors June 2012 - August 2013
Gerstein Fisher June 2011 - August 2011
Skills
Asset Management, Portfolio Management, Financial Analysis, Microsoft Excel, Investments, Microsoft Office, PowerPoint, Bloomberg, Fixed Income, Microsoft Word, Equities, Mutual Funds, Securities, Capital Markets, Series 7
Education
Penn State University 2009 — 2013
Bachelor's Degree, Finance
Cohen & Steers October 2014 - Present
Gerstein Fisher July 2013 - October 2014
Convergent Wealth Advisors June 2012 - August 2013
Gerstein Fisher June 2011 - August 2011
Skills
Asset Management, Portfolio Management, Financial Analysis, Microsoft Excel, Investments, Microsoft Office, PowerPoint, Bloomberg, Fixed Income, Microsoft Word, Equities, Mutual Funds, Securities, Capital Markets, Series 7
Education
Penn State University 2009 — 2013
Bachelor's Degree, Finance
Evan Shorr Evan Shorr's Gerstein Fisher Experience June 2007 - August 2007
Job WTI Crude Oil Trader at Self Employed
Industry Financial Services
Experience
Self Employed July 2014 - Present
T3 Trading Group, LLC June 2012 - July 2014
Law Office of Peter L. Herb June 2011 - August 2011
EasyTaxFix.com May 2009 - August 2009
Gerstein Fisher June 2007 - August 2007
Skills
Bloomberg, Equity Trading, Social Media, Marketing Strategy, Portfolio Management, Investments, Options, Real Estate, Proprietary Trading, Risk Management, Marketing, Trading
Education
University of Michigan 2008 — 2012
Bachelor of Arts, Economics
Bronx H.S. of Science
Bronx H.S. of Science
High School Diploma
Self Employed July 2014 - Present
T3 Trading Group, LLC June 2012 - July 2014
Law Office of Peter L. Herb June 2011 - August 2011
EasyTaxFix.com May 2009 - August 2009
Gerstein Fisher June 2007 - August 2007
Skills
Bloomberg, Equity Trading, Social Media, Marketing Strategy, Portfolio Management, Investments, Options, Real Estate, Proprietary Trading, Risk Management, Marketing, Trading
Education
University of Michigan 2008 — 2012
Bachelor of Arts, Economics
Bronx H.S. of Science
Bronx H.S. of Science
High School Diploma
Gregory M. Devaux Gregory M. Devaux's Gerstein Fisher Experience December 2012 - January 2013
Job Senior Hedge Fund Operations Associate at BNY Mellon
Industry Financial Services
Experience
BNY Mellon July 2015 - Present
HartVidaRaffo February 2014 - July 2015
Deloitte December 2014 - May 2015
Morgan Stanley November 2013 - February 2014
Topwater Capital, a Division of Leucadia Asset Management July 2013 - October 2013
Gerstein Fisher December 2012 - January 2013
Pfizer May 2012 - August 2012
Skills
Microsoft Office, Time Management, Data Analysis, Report Writing, Stata, Internal Communications, Research, Organizing Meetings, Morningstar, Editing, Financial Modeling, Financial Statement..., SharePoint, Business Writing, Email, Hedge Fund Research, Debt & Equity Financing
Education
Keene State College 2009 — 2013
Bachelor of Arts (B.A.), Economics
Brewster High School 2005 — 2009
High School Diploma, Economics
BNY Mellon July 2015 - Present
HartVidaRaffo February 2014 - July 2015
Deloitte December 2014 - May 2015
Morgan Stanley November 2013 - February 2014
Topwater Capital, a Division of Leucadia Asset Management July 2013 - October 2013
Gerstein Fisher December 2012 - January 2013
Pfizer May 2012 - August 2012
Skills
Microsoft Office, Time Management, Data Analysis, Report Writing, Stata, Internal Communications, Research, Organizing Meetings, Morningstar, Editing, Financial Modeling, Financial Statement..., SharePoint, Business Writing, Email, Hedge Fund Research, Debt & Equity Financing
Education
Keene State College 2009 — 2013
Bachelor of Arts (B.A.), Economics
Brewster High School 2005 — 2009
High School Diploma, Economics
Heather Sweet Heather Sweet's Gerstein Fisher Experience June 2013 - August 2013
Job Analyst at CIBC
Industry Banking
Experience
CIBC June 2014 - Present
Gerstein Fisher June 2013 - August 2013
Strategic Financial Services June 2012 - August 2012
Upstate Cerebral Palsy June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, C++, HTML, English, C
Education
Providence College 2010 — 2014
Bachelor of Arts (B.A.), Business Economics
Clinton Senior High School 2007 — 2010
CIBC June 2014 - Present
Gerstein Fisher June 2013 - August 2013
Strategic Financial Services June 2012 - August 2012
Upstate Cerebral Palsy June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, C++, HTML, English, C
Education
Providence College 2010 — 2014
Bachelor of Arts (B.A.), Business Economics
Clinton Senior High School 2007 — 2010
Eugene Skorodinsky, CFP® Eugene Skorodinsky, CFP®'s Gerstein Fisher Experience November 2011 - March 2013
Job Financial Advisor
Industry Financial Services
Experience
Gerstein Fisher November 2011 - March 2013
-- June 2004 - December 2011
Team New York Aquatics January 2007 - December 2010
Christopher Street Financial July 2010 - September 2010
MG Financial Group March 1999 - September 2010
Skills
Financial Planning, Estate Planning, Tax, Retirement, Retirement Planning, Investments, Asset Management, Portfolio Management, Wealth, Asset Allocation, Strategic Financial...
Education
New York University 2007 — 2009
Certificate, Financial Planning
National Technical University of Ukraine 'Kyiv Polytechnic Institute' 1992 — 1998
BS, Electrical Engineering
Kiev College of Information Systems and Technologies 1988 — 1992
BS, Computer Science
Gerstein Fisher November 2011 - March 2013
-- June 2004 - December 2011
Team New York Aquatics January 2007 - December 2010
Christopher Street Financial July 2010 - September 2010
MG Financial Group March 1999 - September 2010
Skills
Financial Planning, Estate Planning, Tax, Retirement, Retirement Planning, Investments, Asset Management, Portfolio Management, Wealth, Asset Allocation, Strategic Financial...
Education
New York University 2007 — 2009
Certificate, Financial Planning
National Technical University of Ukraine 'Kyiv Polytechnic Institute' 1992 — 1998
BS, Electrical Engineering
Kiev College of Information Systems and Technologies 1988 — 1992
BS, Computer Science
Kacey Milliken Kacey Milliken's Gerstein Fisher Experience September 2009 - December 2009
Job Senior Tax Associate at PwC
Industry Accounting
Experience
PwC January 2012 - Present
Roche Bros. Supermarkets August 2006 - December 2011
Gerstein Fisher September 2009 - December 2009
Skills
Financial Analysis, Accounting, Financial Reporting
Education
D'Amore-McKim School of Business at Northeastern University 2011 — 2011
MSA, Accounting
Stonehill College 2007 — 2011
PwC January 2012 - Present
Roche Bros. Supermarkets August 2006 - December 2011
Gerstein Fisher September 2009 - December 2009
Skills
Financial Analysis, Accounting, Financial Reporting
Education
D'Amore-McKim School of Business at Northeastern University 2011 — 2011
MSA, Accounting
Stonehill College 2007 — 2011
Charlie Kim's Gerstein Fisher Experience November 2013 - January 2015
Job Aeon Capital
Industry Financial Services
Experience
Aeon Capital, LLC September 2015 - Present
Gerstein Fisher November 2013 - January 2015
AllianceBernstein January 2012 - November 2013
MetLife March 2011 - January 2012
Aberdeen Asset Management, Inc September 2008 - November 2009
Prudential Investments LLC September 2004 - September 2008
AllianceBernstein October 1998 - September 2004
MS Farrell February 1996 - August 1998
Skills
Series 7, Mutual Funds, Investments, Asset Allocation, Financial Services, Separately Managed..., Asset Management, Retirement Planning, Capital Markets, Portfolio Management, Finance, Asset Managment, Series 63, Retirement, Insurance, Series 6, Uniform Combined State..., Investment Management, Financial Advisory, Business Development, Wealth Management, Series 65, Investment Advisory, Series 24, Equities, FINRA, 401k, Fixed Annuities, ETFs, Alternative Investments, Securities, Investment Strategies
Education
Rider University 1992 — 1996
BA, Communications
Aeon Capital, LLC September 2015 - Present
Gerstein Fisher November 2013 - January 2015
AllianceBernstein January 2012 - November 2013
MetLife March 2011 - January 2012
Aberdeen Asset Management, Inc September 2008 - November 2009
Prudential Investments LLC September 2004 - September 2008
AllianceBernstein October 1998 - September 2004
MS Farrell February 1996 - August 1998
Skills
Series 7, Mutual Funds, Investments, Asset Allocation, Financial Services, Separately Managed..., Asset Management, Retirement Planning, Capital Markets, Portfolio Management, Finance, Asset Managment, Series 63, Retirement, Insurance, Series 6, Uniform Combined State..., Investment Management, Financial Advisory, Business Development, Wealth Management, Series 65, Investment Advisory, Series 24, Equities, FINRA, 401k, Fixed Annuities, ETFs, Alternative Investments, Securities, Investment Strategies
Education
Rider University 1992 — 1996
BA, Communications
Shawn Murrane Shawn Murrane's Gerstein Fisher Experience December 2010 - January 2011
Job ______________________
Industry Legal Services
Experience
BrandXads, Inc. July 2014 - Present
Tailwind Associates May 2012 - Present
Villanova University May 2012 - Present
Crimson Consulting May 2011 - September 2011
The Fuqua School of Business September 2010 - May 2011
Gerstein Fisher December 2010 - January 2011
Travels In Taste December 2010 - January 2011
Johns Hopkins Medical Institute December 2008 - May 2010
Northwestern Mutual June 2009 - August 2009
Education
Villanova University School of Law 2011 — 2014
Doctor of Law (J.D.)
Duke University - The Fuqua School of Business 2010 — 2011
Masters of Management Studies, Business
The Johns Hopkins University 2006 — 2010
BA, International Studies, History, Italian, Economics
Christian Brothers Academy 2001 — 2006
BrandXads, Inc. July 2014 - Present
Tailwind Associates May 2012 - Present
Villanova University May 2012 - Present
Crimson Consulting May 2011 - September 2011
The Fuqua School of Business September 2010 - May 2011
Gerstein Fisher December 2010 - January 2011
Travels In Taste December 2010 - January 2011
Johns Hopkins Medical Institute December 2008 - May 2010
Northwestern Mutual June 2009 - August 2009
Education
Villanova University School of Law 2011 — 2014
Doctor of Law (J.D.)
Duke University - The Fuqua School of Business 2010 — 2011
Masters of Management Studies, Business
The Johns Hopkins University 2006 — 2010
BA, International Studies, History, Italian, Economics
Christian Brothers Academy 2001 — 2006
Adrienne Burke Adrienne Burke's Gerstein Fisher Experience March 2011 - Present
Job Head of Marketing and Investor Relations at Gerstein Fisher
Industry Financial Services
Experience
Gerstein Fisher March 2011 - Present
Skills
Marketing, Leadership, Digital Marketing, Advertising, Strategy, Sales, Creative Direction, Project Management, Marketing Communications, Public Relations, Online Marketing, Social Media, New Business Development, Brand Development, Email Marketing, SEO, Online Advertising, CRM, Marketing Strategy, Corporate Branding, Management, Social Media Marketing, Entrepreneurship, Digital Strategy, E-commerce, Business Development, Social Networking, Market Research, Copywriting, Graphic Design, Strategic Planning, Recruiting, Facebook, Direct Marketing, Team Leadership, Digital Media, Account Management, Event Planning, Event Management, Integrated Marketing, SEM, Brand Management, Lead Generation, Business Strategy, Marketing Management, Strategic Leadership, Organizational...
Education
New York University
New York University
Finance and International Business
New York University - Leonard N. Stern School of Business
BS, Finance, International Business
Gerstein Fisher March 2011 - Present
Skills
Marketing, Leadership, Digital Marketing, Advertising, Strategy, Sales, Creative Direction, Project Management, Marketing Communications, Public Relations, Online Marketing, Social Media, New Business Development, Brand Development, Email Marketing, SEO, Online Advertising, CRM, Marketing Strategy, Corporate Branding, Management, Social Media Marketing, Entrepreneurship, Digital Strategy, E-commerce, Business Development, Social Networking, Market Research, Copywriting, Graphic Design, Strategic Planning, Recruiting, Facebook, Direct Marketing, Team Leadership, Digital Media, Account Management, Event Planning, Event Management, Integrated Marketing, SEM, Brand Management, Lead Generation, Business Strategy, Marketing Management, Strategic Leadership, Organizational...
Education
New York University
New York University
Finance and International Business
New York University - Leonard N. Stern School of Business
BS, Finance, International Business
Lee Sheskier Lee Sheskier's Gerstein Fisher Experience June 2015 - Present
Job Municipal Bond Trading at Gerstein Fisher
Industry Financial Services
Experience
Gerstein Fisher June 2015 - Present
Sentinel Brokers Company December 2014 - June 2015
Oppenheimer & Co. March 2011 - November 2014
Sentinel Brokers Company May 2010 - March 2011
Skills
Municipal Bonds, Capital Markets, Trading, Finance, series 7, series 63, Bloomberg, Microsoft Excel, Securities, Fixed Income, Options, Series 63, Series 7, Financial Modeling
Education
University of Maryland College Park 2006 — 2008
Bachelor of Arts (B.A.), History
Nassau Community College 2004 — 2006
Gerstein Fisher June 2015 - Present
Sentinel Brokers Company December 2014 - June 2015
Oppenheimer & Co. March 2011 - November 2014
Sentinel Brokers Company May 2010 - March 2011
Skills
Municipal Bonds, Capital Markets, Trading, Finance, series 7, series 63, Bloomberg, Microsoft Excel, Securities, Fixed Income, Options, Series 63, Series 7, Financial Modeling
Education
University of Maryland College Park 2006 — 2008
Bachelor of Arts (B.A.), History
Nassau Community College 2004 — 2006
T.J. Horrego's Gerstein Fisher Experience December 2012 - January 2013
Job Research
Industry Research
Experience
Capacity Bookkeeping May 2015 - September 2015
Boston Private Bank July 2013 - June 2014
Riverbank Inc. January 2013 - April 2013
Gerstein Fisher December 2012 - January 2013
Merrill Lynch September 2012 - December 2012
Avis Budget Group May 2012 - August 2012
PVM Futures INC June 2010 - August 2010
Skills
Financial Analysis, Microsoft Excel, Investments, PowerPoint, Bloomberg, Microsoft Office, Microsoft Word, Sales, Portfolio Management, Financial Reporting, Public Speaking, Excel, Cross-functional Team..., Team-oriented, Word, Presentations, Facebook, Bloomberg Terminal, Morningstar Office, Outlook, Social Media, Marketing Plan Creation, Capital Budgeting, Project Portfolio..., 401k, Tax Preparation, Customer Service, Asset Allocation, Research, Traditional IRA, CRM, Customer Support, Long-term Customer..., Finance, Leadership, SWOT analysis, Business Planning, New Business Development, Client Development, Teamwork
Education
Stonehill College 2009 — 2013
Finance, Business Administration - Finance
Goshen Central High School 2008 — 2009
Advanced Regents, 94
Capacity Bookkeeping May 2015 - September 2015
Boston Private Bank July 2013 - June 2014
Riverbank Inc. January 2013 - April 2013
Gerstein Fisher December 2012 - January 2013
Merrill Lynch September 2012 - December 2012
Avis Budget Group May 2012 - August 2012
PVM Futures INC June 2010 - August 2010
Skills
Financial Analysis, Microsoft Excel, Investments, PowerPoint, Bloomberg, Microsoft Office, Microsoft Word, Sales, Portfolio Management, Financial Reporting, Public Speaking, Excel, Cross-functional Team..., Team-oriented, Word, Presentations, Facebook, Bloomberg Terminal, Morningstar Office, Outlook, Social Media, Marketing Plan Creation, Capital Budgeting, Project Portfolio..., 401k, Tax Preparation, Customer Service, Asset Allocation, Research, Traditional IRA, CRM, Customer Support, Long-term Customer..., Finance, Leadership, SWOT analysis, Business Planning, New Business Development, Client Development, Teamwork
Education
Stonehill College 2009 — 2013
Finance, Business Administration - Finance
Goshen Central High School 2008 — 2009
Advanced Regents, 94
Robert Alimena, CFP® Robert Alimena, CFP®'s Gerstein Fisher Experience April 2014 - April 2015
Job Financial Advisor
Industry Investment Management
Experience
Beaumont Financial Partners, LLC April 2015 - Present
Gerstein Fisher April 2014 - April 2015
Beaumont Financial Partners, LLC April 2012 - April 2014
USAA February 2011 - April 2012
R.A. Hall & CO. LLC July 2010 - February 2011
Manning & Napier September 2006 - July 2010
Chase May 2005 - February 2006
Skills
Investment Management, Certified Financial..., Estate Planning, Going the Extra Mile, MBA, Personal Financial..., Report Writing, Manage Client..., Business Development, Marketing Communications, Account Management, Team Management, Financial Statement..., Economics, Estate Tax Planning, CFP Board Exam Writing..., High Net Worth..., Wealth Preservation..., Multi-generational..., Investment Research, Portfolio Management
Education
Rochester Institute of Technology 2006 — 2009
Master of Business Administration (M.B.A.), Accounting and Finance
SUNY Geneseo 2001 — 2005
Bachelor of Arts (B.A.), Economics
Sayville High School 1997 — 2001
High School
Beaumont Financial Partners, LLC April 2015 - Present
Gerstein Fisher April 2014 - April 2015
Beaumont Financial Partners, LLC April 2012 - April 2014
USAA February 2011 - April 2012
R.A. Hall & CO. LLC July 2010 - February 2011
Manning & Napier September 2006 - July 2010
Chase May 2005 - February 2006
Skills
Investment Management, Certified Financial..., Estate Planning, Going the Extra Mile, MBA, Personal Financial..., Report Writing, Manage Client..., Business Development, Marketing Communications, Account Management, Team Management, Financial Statement..., Economics, Estate Tax Planning, CFP Board Exam Writing..., High Net Worth..., Wealth Preservation..., Multi-generational..., Investment Research, Portfolio Management
Education
Rochester Institute of Technology 2006 — 2009
Master of Business Administration (M.B.A.), Accounting and Finance
SUNY Geneseo 2001 — 2005
Bachelor of Arts (B.A.), Economics
Sayville High School 1997 — 2001
High School
Michael Langdon-Phillips's Gerstein Fisher Experience December 2006 - May 2008
Job Business Analyst at Plus Relocation Services
Industry Financial Services
Experience
Plus Relocation Services October 2014 - Present
Plus Relocation Services February 2012 - October 2014
Wells Fargo March 2011 - February 2012
GEPIK November 2008 - December 2010
Gerstein Fisher December 2006 - May 2008
Winged Keel Group 2001 - 2003
Skills
Microsoft Excel, Financial Analysis, Financial Modeling, Microsoft Word, Microsoft Office, PowerPoint, Budgets, Process Improvement, Leadership, SQL, Forecasting, Analysis, Data Analysis, Management, Customer Service, Research, Outlook, Strategic Planning
Education
Bucknell University 2001 — 2005
BA, Economics / Religion
Bucknell University 2001 — 2005
Bachelor's degree, Economics
Plus Relocation Services October 2014 - Present
Plus Relocation Services February 2012 - October 2014
Wells Fargo March 2011 - February 2012
GEPIK November 2008 - December 2010
Gerstein Fisher December 2006 - May 2008
Winged Keel Group 2001 - 2003
Skills
Microsoft Excel, Financial Analysis, Financial Modeling, Microsoft Word, Microsoft Office, PowerPoint, Budgets, Process Improvement, Leadership, SQL, Forecasting, Analysis, Data Analysis, Management, Customer Service, Research, Outlook, Strategic Planning
Education
Bucknell University 2001 — 2005
BA, Economics / Religion
Bucknell University 2001 — 2005
Bachelor's degree, Economics
Scott Antin's Gerstein Fisher Experience January 2005 - July 2014
Job VPFinancial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2014 - Present
Gerstein Fisher January 2005 - July 2014
Education
State University of New York College at Buffalo 1987 — 1991
University at Buffalo 1987 — 1991
Charles Schwab July 2014 - Present
Gerstein Fisher January 2005 - July 2014
Education
State University of New York College at Buffalo 1987 — 1991
University at Buffalo 1987 — 1991
Bill Jollie's Gerstein Fisher Experience July 2011 - Present
Job Senior Vice President Operations & Investment Management at Gerstein Fisher
Industry Financial Services
Experience
Gerstein Fisher July 2011 - Present
GersteinFisher February 2006 - July 2011
SEI Private Trust Company 2000 - 2006
SEI Investments 2000 - 2005
Skills
Investments, Bloomberg, Alternative Investments, Asset Management, Portfolio Management, Financial Modeling, Fixed Income, Mutual Funds, Derivatives, Hedge Funds, Wealth Management, Valuation, Series 7, Investment Advisory, Risk Management, Equities, Financial Analysis, Asset Allocation, Investment Strategies
Education
Villanova University 2001 — 2005
Master of Business Administration (M.B.A.), Finance, General
University of Scranton 1994 — 1998
Bachelor of Science (BS), Finance, General
Gerstein Fisher July 2011 - Present
GersteinFisher February 2006 - July 2011
SEI Private Trust Company 2000 - 2006
SEI Investments 2000 - 2005
Skills
Investments, Bloomberg, Alternative Investments, Asset Management, Portfolio Management, Financial Modeling, Fixed Income, Mutual Funds, Derivatives, Hedge Funds, Wealth Management, Valuation, Series 7, Investment Advisory, Risk Management, Equities, Financial Analysis, Asset Allocation, Investment Strategies
Education
Villanova University 2001 — 2005
Master of Business Administration (M.B.A.), Finance, General
University of Scranton 1994 — 1998
Bachelor of Science (BS), Finance, General
Chet Schwartz's Gerstein Fisher Experience November 2005 - Present
Job Client Advisory Team | Private Client at Gerstein Fisher
Industry Investment Management
Experience
Gerstein Fisher November 2005 - Present
Gerstein Fisher March 2010 - February 2012
Skills
Equities, Investments, Mutual Funds, Management, Investment Advisory, Investment Strategies
Education
State University of New York at Binghamton 1999 — 2003
Bachelor of Arts (B.A.), Economics
Gerstein Fisher November 2005 - Present
Gerstein Fisher March 2010 - February 2012
Skills
Equities, Investments, Mutual Funds, Management, Investment Advisory, Investment Strategies
Education
State University of New York at Binghamton 1999 — 2003
Bachelor of Arts (B.A.), Economics
Cristi Miller, ChFC, CLTC's Gerstein Fisher Experience January 2007 - Present
Job Private Client – Helping individuals invest with reason through quantitative investment management
Industry Financial Services
Experience
Gerstein Fisher January 2007 - Present
Wealth Partners LLC May 1991 - January 2007
Hi-Q Electronics January 1983 - June 1990
Skills
Investments, Risk Management, Portfolio Management, Life Insurance, Financial Modeling, Wealth Management, Asset Allocation, Mutual Funds, Asset Management, Long Term Care Insurance, Disability Insurance, Estate Planning
Education
The American College 1994 — 2000
ChFC, Chartered Financial Consultant
Philippine Women's University 1983 — 1987
BA, Business Management
Maryknoll College 1980 — 1982
Advertising
Gerstein Fisher January 2007 - Present
Wealth Partners LLC May 1991 - January 2007
Hi-Q Electronics January 1983 - June 1990
Skills
Investments, Risk Management, Portfolio Management, Life Insurance, Financial Modeling, Wealth Management, Asset Allocation, Mutual Funds, Asset Management, Long Term Care Insurance, Disability Insurance, Estate Planning
Education
The American College 1994 — 2000
ChFC, Chartered Financial Consultant
Philippine Women's University 1983 — 1987
BA, Business Management
Maryknoll College 1980 — 1982
Advertising
Keri Primack's Gerstein Fisher Experience 1998 - Present
Job Client Advisory Team | Private Client Group at Gerstein Fisher
Industry Financial Services
Experience
Gerstein Fisher 1998 - Present
Education
State University of New York College at Oneonta 1989 — 1992
Gerstein Fisher 1998 - Present
Education
State University of New York College at Oneonta 1989 — 1992
Ronnie Shah's Gerstein Fisher Experience 2014 - Present
Job Senior Director of Research at Gerstein Fisher
Industry Financial Services
Experience
Gerstein Fisher 2014 - Present
McCombs School of Business 2014 - Present
Dimensional Fund Advisors 2011 - 2013
BlackRock 2008 - 2010
Citigroup June 2006 - August 2006
JP Morgan Chase May 2002 - August 2002
Skills
Equities, Capital Markets, Equity Research, Valuation, Emerging Markets, Investment Banking, Investments, Strategy, Investment Management, Alternative Investments
Education
The University of Texas at Austin - The Red McCombs School of Business 2003 — 2008
Ph.D., Finance
The London School of Economics and Political Science (LSE) 2002 — 2003
Msc, Finance and Economics
University of Pennsylvania 1999 — 2002
BAS Engineering, Industrial Engineering
University of Pennsylvania - The Wharton School 1999 — 2002
BS Economics, Finance (M&T)
Gerstein Fisher 2014 - Present
McCombs School of Business 2014 - Present
Dimensional Fund Advisors 2011 - 2013
BlackRock 2008 - 2010
Citigroup June 2006 - August 2006
JP Morgan Chase May 2002 - August 2002
Skills
Equities, Capital Markets, Equity Research, Valuation, Emerging Markets, Investment Banking, Investments, Strategy, Investment Management, Alternative Investments
Education
The University of Texas at Austin - The Red McCombs School of Business 2003 — 2008
Ph.D., Finance
The London School of Economics and Political Science (LSE) 2002 — 2003
Msc, Finance and Economics
University of Pennsylvania 1999 — 2002
BAS Engineering, Industrial Engineering
University of Pennsylvania - The Wharton School 1999 — 2002
BS Economics, Finance (M&T)
Pete Pera's Gerstein Fisher Experience 2011 - 2011
Job Investment Sales Registered Representative at New York Life Insurance Company
Industry Financial Services
Experience
The Prudential Insurance Company of America September 2013 - April 2014
Gerstein Fisher 2011 - 2011
JP Morgan 2007 - 2011
Bear Stearns April 2007 - September 2008
Lehman Brothers 2006 - 2007
MetLife 2001 - 2006
Nathan & Lewis 2001 - 2002
Morgan Stanley Dean Witter Trust 2000 - 2000
Skills
Training, Sales, Investments, Operations, Following Up, Customer Service, Videography, Video Editing, Personal Training, Recruiting, Relationship Management, Asset Managment, Financial Services, Insurance, Finance, Fixed Income, Equities, Securities, Mutual Funds, Asset Allocation, FINRA, Derivatives, Employee Benefits, Project Management, Wealth Management, Investment Advisory, Capital Markets, Bloomberg, Financial Analysis, Management, Portfolio Management, Series 6, 401k, Trading, Risk Management, Back Office, Alternative Investments, Hedge Funds, Microsoft Excel, Bonds, Series 7, Options, Financial Markets, Asset Management, Retirement, ETFs, Retirement Planning, Credit, Investment Banking, Strategic Financial...
Education
Toastmaster's
St. Peter's College
Marketing
Cliffside Park High School
The Prudential Insurance Company of America September 2013 - April 2014
Gerstein Fisher 2011 - 2011
JP Morgan 2007 - 2011
Bear Stearns April 2007 - September 2008
Lehman Brothers 2006 - 2007
MetLife 2001 - 2006
Nathan & Lewis 2001 - 2002
Morgan Stanley Dean Witter Trust 2000 - 2000
Skills
Training, Sales, Investments, Operations, Following Up, Customer Service, Videography, Video Editing, Personal Training, Recruiting, Relationship Management, Asset Managment, Financial Services, Insurance, Finance, Fixed Income, Equities, Securities, Mutual Funds, Asset Allocation, FINRA, Derivatives, Employee Benefits, Project Management, Wealth Management, Investment Advisory, Capital Markets, Bloomberg, Financial Analysis, Management, Portfolio Management, Series 6, 401k, Trading, Risk Management, Back Office, Alternative Investments, Hedge Funds, Microsoft Excel, Bonds, Series 7, Options, Financial Markets, Asset Management, Retirement, ETFs, Retirement Planning, Credit, Investment Banking, Strategic Financial...
Education
Toastmaster's
St. Peter's College
Marketing
Cliffside Park High School
Dylan Tulic's Gerstein Fisher Experience February 2003 - August 2003
Job Senior Client Support Specialist at Indeed.com
Industry Financial Services
Experience
Indeed.com September 2015 - Present
Meridian IQ February 2013 - September 2015
Meridian-IQ September 2011 - January 2013
Sapphire Investor Relations March 2011 - July 2011
The Bridge Corporation October 2010 - March 2011
New York City Housing Authority August 2009 - July 2010
Queens College September 2007 - July 2008
American Friends of Tel Aviv University June 2005 - August 2006
Gerstein Fisher February 2003 - August 2003
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Social Media, Customer Service, Microsoft Word, Marketing, Fundraising, Social Networking, SPSS, Team Leadership, Data Entry, Event Management, Team Building, Project Management, Research, Data Analysis, Management, Analysis, Business Development, Email Marketing, Social Media Marketing, Leadership, Strategy
Education
City University of New York-Brooklyn College 2011 — 2013
MS, Economics
Queens College 2003 — 2008
BA, Economics, International Politics
Indeed.com September 2015 - Present
Meridian IQ February 2013 - September 2015
Meridian-IQ September 2011 - January 2013
Sapphire Investor Relations March 2011 - July 2011
The Bridge Corporation October 2010 - March 2011
New York City Housing Authority August 2009 - July 2010
Queens College September 2007 - July 2008
American Friends of Tel Aviv University June 2005 - August 2006
Gerstein Fisher February 2003 - August 2003
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Social Media, Customer Service, Microsoft Word, Marketing, Fundraising, Social Networking, SPSS, Team Leadership, Data Entry, Event Management, Team Building, Project Management, Research, Data Analysis, Management, Analysis, Business Development, Email Marketing, Social Media Marketing, Leadership, Strategy
Education
City University of New York-Brooklyn College 2011 — 2013
MS, Economics
Queens College 2003 — 2008
BA, Economics, International Politics
Aashay Mody's Gerstein Fisher Experience June 2009 - August 2009
Job Business Development
Industry Luxury Goods & Jewelry
Experience
SDIL Inc. September 2012 - Present
SunGard Ambit - Risk & Performance September 2010 - August 2012
Gerstein Fisher June 2009 - August 2009
Edelweiss Capital June 2008 - August 2008
ABN AMRO May 2007 - June 2007
Skills
Business Development, Entrepreneurship, Consulting, Start-ups, Business Strategy, Business Process..., Risk Management, Project Management, Credit Risk, Finance, Analysis, Enterprise Risk..., Internet Entrepreneur, Risk Consulting, CRM, Wearables
Education
New York University - Leonard N. Stern School of Business 2007 — 2010
Bachelor of Science, Finance, International Business; Entrepreneurship
Emory University 2006 — 2007
Finance
Dhirubhai Ambani International School 2004 — 2006
International Baccalaureate, Multi/Interdisciplinary Studies
Gemological Institute of America
Graduate Diamonds Diploma
SDIL Inc. September 2012 - Present
SunGard Ambit - Risk & Performance September 2010 - August 2012
Gerstein Fisher June 2009 - August 2009
Edelweiss Capital June 2008 - August 2008
ABN AMRO May 2007 - June 2007
Skills
Business Development, Entrepreneurship, Consulting, Start-ups, Business Strategy, Business Process..., Risk Management, Project Management, Credit Risk, Finance, Analysis, Enterprise Risk..., Internet Entrepreneur, Risk Consulting, CRM, Wearables
Education
New York University - Leonard N. Stern School of Business 2007 — 2010
Bachelor of Science, Finance, International Business; Entrepreneurship
Emory University 2006 — 2007
Finance
Dhirubhai Ambani International School 2004 — 2006
International Baccalaureate, Multi/Interdisciplinary Studies
Gemological Institute of America
Graduate Diamonds Diploma
Salvatore Asta's Gerstein Fisher Experience September 2008 - October 2009
Job Vice President of Investment Operations and Financial Planning at Clark Dodge Asset Management
Industry Financial Services
Experience
Clark Dodge Asset Management November 2011 - Present
Wedding Bliss Lane October 2009 - November 2011
Gerstein Fisher September 2008 - October 2009
Skills
Investments, Strategic Financial..., Asset Allocation, Head of Operations, Investment Operations..., Operations Management, Management, Financial Planning, Risk Management, Estate Planning, CRM
Education
Quinnipiac University School of Law 1996 — 1999
Juris Doctor, Law
Bucknell University 1990 — 1994
Bachelor of Arts, Economics
Clark Dodge Asset Management November 2011 - Present
Wedding Bliss Lane October 2009 - November 2011
Gerstein Fisher September 2008 - October 2009
Skills
Investments, Strategic Financial..., Asset Allocation, Head of Operations, Investment Operations..., Operations Management, Management, Financial Planning, Risk Management, Estate Planning, CRM
Education
Quinnipiac University School of Law 1996 — 1999
Juris Doctor, Law
Bucknell University 1990 — 1994
Bachelor of Arts, Economics
Jeffrey Crouse's Gerstein Fisher Experience June 2015 - Present
Job Trading & Operations at Gerstein Fisher
Industry Financial Services
Experience
Gerstein Fisher June 2015 - Present
Horizon Kinetics LLC October 2011 - October 2014
Horizon Kinetics LLC June 2010 - October 2011
HRC Partners LLC March 2007 - June 2010
Skills
Equities, Trading, Hedge Funds, Fixed Income, Series 7, Bloomberg, Securities, Asset Management, Mutual Funds, Trading Systems, Investment Strategies, Equity Trading, Options, Finance, Investment Advisory, Management, Derivatives, FX Options, Investment Management, Electronic Trading, Financial Markets, Private Equity, Asset Managment, Investments, Series 63, Wealth Management, FINRA, Asset Allocation, Bloomberg Terminal, Corporate Actions, Alternative Investments, Capital Markets, Computer Skills:..., Eze Castle, Prime Brokerage, Account Reconciliation, Operations Management, Portfolio Management, Financial Services, Financial Analysis, Bonds, Valuation, Risk Management, ETFs, Analysis
Education
University of Connecticut 1994 — 1998
Bachelors, Economics
Gerstein Fisher June 2015 - Present
Horizon Kinetics LLC October 2011 - October 2014
Horizon Kinetics LLC June 2010 - October 2011
HRC Partners LLC March 2007 - June 2010
Skills
Equities, Trading, Hedge Funds, Fixed Income, Series 7, Bloomberg, Securities, Asset Management, Mutual Funds, Trading Systems, Investment Strategies, Equity Trading, Options, Finance, Investment Advisory, Management, Derivatives, FX Options, Investment Management, Electronic Trading, Financial Markets, Private Equity, Asset Managment, Investments, Series 63, Wealth Management, FINRA, Asset Allocation, Bloomberg Terminal, Corporate Actions, Alternative Investments, Capital Markets, Computer Skills:..., Eze Castle, Prime Brokerage, Account Reconciliation, Operations Management, Portfolio Management, Financial Services, Financial Analysis, Bonds, Valuation, Risk Management, ETFs, Analysis
Education
University of Connecticut 1994 — 1998
Bachelors, Economics
Tina Dragone's Gerstein Fisher Experience February 2014 - Present
Job Accounting Manager at Gerstein Fisher
Industry Investment Management
Experience
Gerstein Fisher February 2014 - Present
Platinum Grove Asset Management March 2005 - March 2014
Katz Media Group December 1999 - March 2005
O'Connor Davies, LLP 1997 - 1999
Skills
Planning Budgeting &..., Streamlining Work..., Expense Budget..., Financial Accounting, Financial Reporting, Cash Management, Payroll, Partnership Accounting, Financial Analysis, Accounts Payable, Accounts Receivable
Education
Fordham University 1993 — 1997
Bachelor's degree, Accounting
Gerstein Fisher February 2014 - Present
Platinum Grove Asset Management March 2005 - March 2014
Katz Media Group December 1999 - March 2005
O'Connor Davies, LLP 1997 - 1999
Skills
Planning Budgeting &..., Streamlining Work..., Expense Budget..., Financial Accounting, Financial Reporting, Cash Management, Payroll, Partnership Accounting, Financial Analysis, Accounts Payable, Accounts Receivable
Education
Fordham University 1993 — 1997
Bachelor's degree, Accounting
Moshe-Yosef Kopolow's Gerstein Fisher Experience September 2014 - Present
Job Advisor Solutions Group Gerstein Fisher
Industry Financial Services
Experience
Gerstein Fisher September 2014 - Present
Gerstein Fisher June 2014 - September 2014
Merrill Lynch July 2012 - June 2014
GoMango.com — Los Angeles, CA 2012 - 2012
Merrill Lynch June 2011 - August 2011
Perella Weinberg Partners 2008 - 2008
SAC Capital 2006 - 2008
EverBank December 2004 - August 2005
Skills
Financial Modeling, Investments, Fixed Income, Bloomberg, Equity Research, Equities, Hedge Funds, Due Diligence, Alternative Investments, Finance, Investment Strategies, Valuation, Asset Allocation, Quantitative Finance, Analytics, Capital Markets, Portfolio Management, Financial Analysis, Quantitative Analytics, Venture Capital, Trading, Mergers & Acquisitions, Investment Banking, Real Estate, Securities, Mutual Funds, Wealth Management, Derivatives, ETFs, Strategy, Asset Management, Series 7, Investment Management, Options, Equity Valuation, Corporate Finance, Emerging Markets
Education
Washington University in St. Louis 2010 — 2012
MBA, Finance
Dartmouth College 2002 — 2006
BA, Senior Fellowship
Clayton High School 1998 — 2002
Community
Mayanot
Gerstein Fisher September 2014 - Present
Gerstein Fisher June 2014 - September 2014
Merrill Lynch July 2012 - June 2014
GoMango.com — Los Angeles, CA 2012 - 2012
Merrill Lynch June 2011 - August 2011
Perella Weinberg Partners 2008 - 2008
SAC Capital 2006 - 2008
EverBank December 2004 - August 2005
Skills
Financial Modeling, Investments, Fixed Income, Bloomberg, Equity Research, Equities, Hedge Funds, Due Diligence, Alternative Investments, Finance, Investment Strategies, Valuation, Asset Allocation, Quantitative Finance, Analytics, Capital Markets, Portfolio Management, Financial Analysis, Quantitative Analytics, Venture Capital, Trading, Mergers & Acquisitions, Investment Banking, Real Estate, Securities, Mutual Funds, Wealth Management, Derivatives, ETFs, Strategy, Asset Management, Series 7, Investment Management, Options, Equity Valuation, Corporate Finance, Emerging Markets
Education
Washington University in St. Louis 2010 — 2012
MBA, Finance
Dartmouth College 2002 — 2006
BA, Senior Fellowship
Clayton High School 1998 — 2002
Community
Mayanot
Tracy Smith, CAIA, CFP®'s Gerstein Fisher Experience September 2004 - December 2005
Job Head of Marketing & IR at Marathon Partners Equity Management, LLC
Industry Financial Services
Experience
Marathon Partners Equity Management, LLC 2011 - Present
Morgan Stanley 2010 - 2011
U.S. Trust, Bank of America Private Wealth Management January 2006 - 2009
Gerstein Fisher September 2004 - December 2005
MetLife June 2002 - March 2004
Skills
Alternative Investments, Hedge Funds, Investments, Private Equity, Investment Management, Financial Modeling, Asset Management, Equities, Fund Of Funds, Financial Services, Fixed Income, Investor Relations, Portfolio Management, Capital Markets, Valuation, Bloomberg, Asset Allocation, Investment Strategies, Derivatives, Mutual Funds
Education
Emory University - Goizueta Business School
BBA, Finance & Accounting, International Finance
Marathon Partners Equity Management, LLC 2011 - Present
Morgan Stanley 2010 - 2011
U.S. Trust, Bank of America Private Wealth Management January 2006 - 2009
Gerstein Fisher September 2004 - December 2005
MetLife June 2002 - March 2004
Skills
Alternative Investments, Hedge Funds, Investments, Private Equity, Investment Management, Financial Modeling, Asset Management, Equities, Fund Of Funds, Financial Services, Fixed Income, Investor Relations, Portfolio Management, Capital Markets, Valuation, Bloomberg, Asset Allocation, Investment Strategies, Derivatives, Mutual Funds
Education
Emory University - Goizueta Business School
BBA, Finance & Accounting, International Finance
Elizabeth Wallach's Gerstein Fisher Experience March 2010 - December 2010
Job Museum and Classroom Educator
Industry Primary/Secondary Education
Experience
New York Public Library for the Performing Arts January 2011 - April 2011
Gerstein Fisher March 2010 - December 2010
The Wall Group January 2010 - April 2010
Bright Start Academy August 2009 - December 2009
Newton International Kindergarten August 2008 - June 2009
Class Action February 2008 - May 2008
Hollycroft Foundation May 2007 - August 2007
The Arts Council of Greater New Haven June 2006 - August 2006
Skills
Quickbooks, Sage CRM
Education
Bank Street 2010 — 2012
M.S, Museum Education and Elementary Education
Boland School, Teaching Training Center, Suzhou, China 2008 — 2008
TEFL, Teaching English as a Foreign Language
Smith College 2004 — 2008
BA, Art History
New York Public Library for the Performing Arts January 2011 - April 2011
Gerstein Fisher March 2010 - December 2010
The Wall Group January 2010 - April 2010
Bright Start Academy August 2009 - December 2009
Newton International Kindergarten August 2008 - June 2009
Class Action February 2008 - May 2008
Hollycroft Foundation May 2007 - August 2007
The Arts Council of Greater New Haven June 2006 - August 2006
Skills
Quickbooks, Sage CRM
Education
Bank Street 2010 — 2012
M.S, Museum Education and Elementary Education
Boland School, Teaching Training Center, Suzhou, China 2008 — 2008
TEFL, Teaching English as a Foreign Language
Smith College 2004 — 2008
BA, Art History
Susan Matlow's Gerstein Fisher Experience July 2011 - April 2013
Job Director at Professional Wealth Management
Industry Financial Services
Experience
Professional Wealth Management July 2013 - Present
Gerstein Fisher July 2011 - April 2013
The Matlow Group, LLC March 2009 - July 2011
American Express January 2006 - February 2009
Special Olympics June 2005 - December 2005
ExxonMobil June 1996 - March 2002
Arnold and Porter September 1992 - May 1996
Skills
International Tax, Certified Financial..., Investments, Charitable Gift Planning, Personal Tax Planning, Elder Law, Estate Planning
Education
Vanderbilt University Law School 1988 — 1991
JD, Law
University of Pennsylvania - The Wharton School 1984 — 1988
BS, Finance
Professional Wealth Management July 2013 - Present
Gerstein Fisher July 2011 - April 2013
The Matlow Group, LLC March 2009 - July 2011
American Express January 2006 - February 2009
Special Olympics June 2005 - December 2005
ExxonMobil June 1996 - March 2002
Arnold and Porter September 1992 - May 1996
Skills
International Tax, Certified Financial..., Investments, Charitable Gift Planning, Personal Tax Planning, Elder Law, Estate Planning
Education
Vanderbilt University Law School 1988 — 1991
JD, Law
University of Pennsylvania - The Wharton School 1984 — 1988
BS, Finance
Sanwari Gupta's Gerstein Fisher Experience June 2009 - January 2010
Job Founder at Ctrl.Shift.Esc
Industry Marketing and Advertising
Experience
Ctrl.Shift.Esc - Real Life Escape Games November 2014 - Present
Global Language Service Provider January 2012 - Present
Global Language Service Provider July 2010 - December 2011
Gerstein Fisher June 2009 - January 2010
Ogilvy & Mather May 2008 - July 2008
J. Walter Thompson (JWT) May 2007 - July 2007
Skills
Digital Marketing, Management, Market Research, Business Development, Social Media, Photoshop, Project Management, Time Management, Marketing, Analysis, Budgets, Project Planning, Advertising, Cross-functional Team..., Microsoft Office
Education
New York University 2006 — 2010
B.S Media, Culture and Communication, Marketing and Advertising
Springdales School (Dhaula Kuan), New Delhi 1994 — 2006
Ctrl.Shift.Esc - Real Life Escape Games November 2014 - Present
Global Language Service Provider January 2012 - Present
Global Language Service Provider July 2010 - December 2011
Gerstein Fisher June 2009 - January 2010
Ogilvy & Mather May 2008 - July 2008
J. Walter Thompson (JWT) May 2007 - July 2007
Skills
Digital Marketing, Management, Market Research, Business Development, Social Media, Photoshop, Project Management, Time Management, Marketing, Analysis, Budgets, Project Planning, Advertising, Cross-functional Team..., Microsoft Office
Education
New York University 2006 — 2010
B.S Media, Culture and Communication, Marketing and Advertising
Springdales School (Dhaula Kuan), New Delhi 1994 — 2006
Kimberly Bernson's Gerstein Fisher Experience 2012 - Present
Job Office Administration | Client Relations at Gerstein Fisher
Industry Financial Services
Experience
Gerstein Fisher 2012 - Present
Lessings March 2008 - January 2012
Gerstein Fisher 2000 - 2008
Skills
Notary Public, Event Planning, Event Management, Office Administration, Client Service Oriented
Education
State University of New York at Delhi
Associate's Degree, Hospitality Management
Gerstein Fisher 2012 - Present
Lessings March 2008 - January 2012
Gerstein Fisher 2000 - 2008
Skills
Notary Public, Event Planning, Event Management, Office Administration, Client Service Oriented
Education
State University of New York at Delhi
Associate's Degree, Hospitality Management
Daniel Glatt's Gerstein Fisher Experience May 2009 - August 2009
Job Trader at Sierra Global Management
Industry Investment Management
Experience
Sierra Global Management November 2013 - Present
TUDOR INVESTMENT CORPORATION July 2010 - November 2013
Gerstein Fisher May 2009 - August 2009
Skills
Bloomberg
Education
Middlebury College 2006 — 2010
BA, Economics, Spanish
Byram Hills High School 2002 — 2006
Sierra Global Management November 2013 - Present
TUDOR INVESTMENT CORPORATION July 2010 - November 2013
Gerstein Fisher May 2009 - August 2009
Skills
Bloomberg
Education
Middlebury College 2006 — 2010
BA, Economics, Spanish
Byram Hills High School 2002 — 2006
Shengzhong Wu's Gerstein Fisher Experience October 2011 - December 2011
Job Analyst at Acxiom
Industry Information Technology and Services
Experience
Acxiom October 2012 - Present
BanksLoveMe June 2012 - December 2012
Huawei December 2011 - June 2012
Gerstein Fisher October 2011 - December 2011
Skills
R, Predictive Analytics, SQL, Database Marketing, Quantitative Analytics, SAS, Python, Data Modeling, Data Mining, Business Intelligence, Github, MongoDB, Data Analysis, Bloomberg Terminal, Financial Modeling, Corporate Finance, Finance, C++, Options, Mandarin, Communication, Fixed Income, Capital IQ, Monte Carlo Simulation, Financial Analysis, Tableau, HTML, JavaScript, Analysis, Shanghainese, The Yield Book, Valuation
Education
New York University 2009 — 2011
MFE, Finance and Risk Engineering
East China University of Science and Technology 2005 — 2009
Business Administration, Financial Management
shixi 2002 — 2005
Acxiom October 2012 - Present
BanksLoveMe June 2012 - December 2012
Huawei December 2011 - June 2012
Gerstein Fisher October 2011 - December 2011
Skills
R, Predictive Analytics, SQL, Database Marketing, Quantitative Analytics, SAS, Python, Data Modeling, Data Mining, Business Intelligence, Github, MongoDB, Data Analysis, Bloomberg Terminal, Financial Modeling, Corporate Finance, Finance, C++, Options, Mandarin, Communication, Fixed Income, Capital IQ, Monte Carlo Simulation, Financial Analysis, Tableau, HTML, JavaScript, Analysis, Shanghainese, The Yield Book, Valuation
Education
New York University 2009 — 2011
MFE, Finance and Risk Engineering
East China University of Science and Technology 2005 — 2009
Business Administration, Financial Management
shixi 2002 — 2005
Daniel D. Kim's Gerstein Fisher Experience June 2010 - August 2010
Job Business Strategy Consultant at Accenture
Industry Management Consulting
Experience
Accenture Strategy March 2015 - Present
Accenture Management Consulting May 2014 - March 2015
Accenture Management Consulting October 2012 - May 2014
TaylorMade-adidas Golf Company May 2011 - August 2011
Institute for National Strategic Studies (INSS) September 2010 - August 2011
Gerstein Fisher June 2010 - August 2010
Georgetown University August 2009 - May 2010
Skills
International Relations, Foreign Policy, Business Development, Expansion Strategy, Financial Modeling, Market Analysis, Competitive Analysis, Operating Models, Senior Stakeholder..., Project Management, Presentation Development, Public Speaking, Telematics, Research, Business Strategy, Contract Negotiation, Product Sales, Financial Analysis, Management Consulting, Strategy, Management, Consulting, Data Analysis
Education
Georgetown University 2008 — 2012
BSFS, International Politics Foreign Policy & Policy Processes
West Windsor-Plainsboro High School South 2004 — 2008
Accenture Strategy March 2015 - Present
Accenture Management Consulting May 2014 - March 2015
Accenture Management Consulting October 2012 - May 2014
TaylorMade-adidas Golf Company May 2011 - August 2011
Institute for National Strategic Studies (INSS) September 2010 - August 2011
Gerstein Fisher June 2010 - August 2010
Georgetown University August 2009 - May 2010
Skills
International Relations, Foreign Policy, Business Development, Expansion Strategy, Financial Modeling, Market Analysis, Competitive Analysis, Operating Models, Senior Stakeholder..., Project Management, Presentation Development, Public Speaking, Telematics, Research, Business Strategy, Contract Negotiation, Product Sales, Financial Analysis, Management Consulting, Strategy, Management, Consulting, Data Analysis
Education
Georgetown University 2008 — 2012
BSFS, International Politics Foreign Policy & Policy Processes
West Windsor-Plainsboro High School South 2004 — 2008
Lynn YuanJing Lin's Gerstein Fisher Experience September 2010 - December 2010
Job Risk Reporting Associate at Nirvana Solutions
Industry Financial Services
Experience
Nirvana Solutions January 2011 - Present
Gerstein Fisher September 2010 - December 2010
The Rockwell Financial Group July 2010 - September 2010
Skills
Equities, Portfolio Management, Fixed Income, Valuation, Investments, Risk Management, Strategy, Financial Risk, Mutual Funds, Asset Allocation, Analysis, Investment Strategies, Bonds, Trading Strategies, Bloomberg
Education
The Polytechnic Institute of New York University 2008 — 2010
Master, Financial Engineering
Nirvana Solutions January 2011 - Present
Gerstein Fisher September 2010 - December 2010
The Rockwell Financial Group July 2010 - September 2010
Skills
Equities, Portfolio Management, Fixed Income, Valuation, Investments, Risk Management, Strategy, Financial Risk, Mutual Funds, Asset Allocation, Analysis, Investment Strategies, Bonds, Trading Strategies, Bloomberg
Education
The Polytechnic Institute of New York University 2008 — 2010
Master, Financial Engineering
Justin Neuwirt's Gerstein Fisher Experience May 2013 - Present
Job Client Advisory Team | RealLifePortfolios at Gerstein Fisher
Industry Financial Services
Experience
Gerstein Fisher May 2013 - Present
Undergraduate Student Association at The University at Buffalo April 2012 - April 2013
RXR Realty June 2011 - August 2011
Gerstein Fisher May 2010 - August 2010
Woodbury Sports May 2010 - August 2010
Skills
Management, Microsoft Office, Microsoft Word, Microsoft Excel, Budgets, Sales, Data Entry, Accounts Payable, Project Planning, Accounts Receivable, Portfolio Management, PowerPoint, Research, Data Analysis, Financial Analysis, Social Media, Access, Public Speaking, Leadership, Customer Service
Education
University at Buffalo 2009 — 2013
Bachelor of Science (B.S.), Finance, General
Jericho High School 2005 — 2009
Gerstein Fisher May 2013 - Present
Undergraduate Student Association at The University at Buffalo April 2012 - April 2013
RXR Realty June 2011 - August 2011
Gerstein Fisher May 2010 - August 2010
Woodbury Sports May 2010 - August 2010
Skills
Management, Microsoft Office, Microsoft Word, Microsoft Excel, Budgets, Sales, Data Entry, Accounts Payable, Project Planning, Accounts Receivable, Portfolio Management, PowerPoint, Research, Data Analysis, Financial Analysis, Social Media, Access, Public Speaking, Leadership, Customer Service
Education
University at Buffalo 2009 — 2013
Bachelor of Science (B.S.), Finance, General
Jericho High School 2005 — 2009
Om Pandya's Gerstein Fisher Experience September 2010 - December 2010
Job JD Candidate at Duke University School of Law
Industry Law Practice
Experience
Latham & Watkins May 2014 - Present
Bilzin Sumberg May 2013 - August 2013
NYU Stern School of Business January 2012 - May 2012
SMBC Capital Markets January 2011 - December 2011
Gerstein Fisher September 2010 - December 2010
Skills
Legal Research, Legal Writing, Westlaw, Research, Capital Markets, Data Analysis, Microsoft Excel, Microsoft Office, Policy Analysis, Financial Modeling, Public Policy, Bloomberg, Corporate Finance, Politics, PowerPoint
Education
Duke University School of Law 2012 — 2015
New York University 2008 — 2012
Bachelor's degree, Economics and Political Science
Latham & Watkins May 2014 - Present
Bilzin Sumberg May 2013 - August 2013
NYU Stern School of Business January 2012 - May 2012
SMBC Capital Markets January 2011 - December 2011
Gerstein Fisher September 2010 - December 2010
Skills
Legal Research, Legal Writing, Westlaw, Research, Capital Markets, Data Analysis, Microsoft Excel, Microsoft Office, Policy Analysis, Financial Modeling, Public Policy, Bloomberg, Corporate Finance, Politics, PowerPoint
Education
Duke University School of Law 2012 — 2015
New York University 2008 — 2012
Bachelor's degree, Economics and Political Science
Brian Delman's Gerstein Fisher Experience February 2015 - Present
Job Chief Compliance Officer at Gerstein Fisher
Industry Financial Services
Experience
Gerstein Fisher February 2015 - Present
Gresham Investment Management July 2012 - March 2014
AIG Royal Alliance Associates August 2007 - June 2012
Bank of America May 2005 - August 2007
Citigroup Global Markets October 2004 - May 2005
U.S. Trust Company July 2003 - October 2004
UBS Global Asset Management February 2001 - July 2003
Skills
Regulatory Compliance, Compliance Management
Education
Marquette University 1996 — 2000
B.S., Finance
Marquette University
Bachelor of Science, Finance
Mercaz HaTorah
Gerstein Fisher February 2015 - Present
Gresham Investment Management July 2012 - March 2014
AIG Royal Alliance Associates August 2007 - June 2012
Bank of America May 2005 - August 2007
Citigroup Global Markets October 2004 - May 2005
U.S. Trust Company July 2003 - October 2004
UBS Global Asset Management February 2001 - July 2003
Skills
Regulatory Compliance, Compliance Management
Education
Marquette University 1996 — 2000
B.S., Finance
Marquette University
Bachelor of Science, Finance
Mercaz HaTorah
Swarna Ramineni's Gerstein Fisher Experience June 2014 - August 2014
Job Risk Systems Analyst
Industry Financial Services
Experience
Axioma Inc. February 2015 - Present
Columbia University in the City of New York February 2014 - August 2015
Gerstein Fisher June 2014 - August 2014
Knowmads October 2012 - January 2013
Credit Suisse June 2011 - October 2012
Skills
Entrepreneurship, Derivatives, Quantitative Finance, Matlab, C, Financial Modeling, Analysis, Hedge Funds, R, Optimization, Portfolio Management, Investment Strategies, Risk Analysis, Time Series Analysis, Monte Carlo Simulation, Statistics, Market Risk, Risk Management, Financial Risk, Structured Products, Business Analysis, Valuation
Education
Columbia University in the City of New York 2013 — 2014
Master of Arts (MA), Mathematics in Finance
Indian Institute of Technology, Bombay 2008 — 2011
Bachelor of Technology (BTech), Engineering Physics
Etasi Timpany Steel City School
Axioma Inc. February 2015 - Present
Columbia University in the City of New York February 2014 - August 2015
Gerstein Fisher June 2014 - August 2014
Knowmads October 2012 - January 2013
Credit Suisse June 2011 - October 2012
Skills
Entrepreneurship, Derivatives, Quantitative Finance, Matlab, C, Financial Modeling, Analysis, Hedge Funds, R, Optimization, Portfolio Management, Investment Strategies, Risk Analysis, Time Series Analysis, Monte Carlo Simulation, Statistics, Market Risk, Risk Management, Financial Risk, Structured Products, Business Analysis, Valuation
Education
Columbia University in the City of New York 2013 — 2014
Master of Arts (MA), Mathematics in Finance
Indian Institute of Technology, Bombay 2008 — 2011
Bachelor of Technology (BTech), Engineering Physics
Etasi Timpany Steel City School
Hongkai Cao's Gerstein Fisher Experience October 2013 - December 2013
Job Student at Stevens Tech
Industry Financial Services
Experience
Stevens Institute of Technology September 2014 - Present
Stevens Institute of Technology June 2013 - September 2014
FDM Group February 2014 - May 2014
BlitzCap Partners September 2013 - February 2014
Gerstein Fisher October 2013 - December 2013
ViewTrade Securities June 2012 - October 2012
Skills
Time Series Analysis, Machine Learning, VBA, C++, Quantitative Investing, CUDA, Derivatives, Quantitative Finance, Volatiltiy Models, Linux
Education
Stevens Institute of Technology 2014 — 2016
Doctor of Philosophy (Ph.D.), Finance Engineering
Stevens Institute of Technology 2011 — 2013
Master of Science (M.S.), Financial Engineering
Southwest Petroleum Institute 2006 — 2010
Bachelor of Engineering (B.Eng.), Chemical Engineering
Stevens Institute of Technology September 2014 - Present
Stevens Institute of Technology June 2013 - September 2014
FDM Group February 2014 - May 2014
BlitzCap Partners September 2013 - February 2014
Gerstein Fisher October 2013 - December 2013
ViewTrade Securities June 2012 - October 2012
Skills
Time Series Analysis, Machine Learning, VBA, C++, Quantitative Investing, CUDA, Derivatives, Quantitative Finance, Volatiltiy Models, Linux
Education
Stevens Institute of Technology 2014 — 2016
Doctor of Philosophy (Ph.D.), Finance Engineering
Stevens Institute of Technology 2011 — 2013
Master of Science (M.S.), Financial Engineering
Southwest Petroleum Institute 2006 — 2010
Bachelor of Engineering (B.Eng.), Chemical Engineering