Hamilton & Company
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Hamilton & Company Employees
JPMorgan Chase May 2012 - Present
WithumSmith+Brown May 2011 - August 2011
Hamilton & Company May 2010 - August 2010
Education
The Johns Hopkins University 2009 — 2013
BA, Economics
Hamilton & Company October 2014 - Present
BNY Mellon June 2014 - October 2014
Leonard Brodsky & Associates, Inc. February 2014 - April 2014
Ameriprise Financial Services, Inc. June 2013 - April 2014
Maida Mackler, LLC January 2012 - April 2013
Skills
Microsoft Excel, Bloomberg Terminal, Data Analysis, Equity Research, Microsoft Office, PowerPoint, Research, Social Media, Public Speaking, Customer Service, English
Education
The College of New Jersey 2010 — 2014
Bachelor of Science (BS), Business Administration, Finance Concentration
UBS May 2015 - Present
UBS Wealth Management February 2007 - Present
Hamilton & Company 2004 - 2007
UBS PaineWebber December 1999 - June 2004
Skills
Performance Measurement, Risk Analytics, Performance Analysis, Passed CIPM Principles..., Research, GIPS, Bloomberg Terminal, Alternative Investments, Equities, Performance Reporting, Business Analysis, Requirements Gathering, Fixed Income, Mutual Funds, Bloomberg, Analysis, Asset Allocation
Education
Rutgers, The State University of New Jersey-New Brunswick
BA, Communications
Open Architecture Consulting LLC April 2011 - Present
Ashbridge Investment Management 2000 - 2010
Kalson & Associates 1998 - 2000
Morgan Stanley Investment Management 1996 - 1998
Hamilton & Company 1992 - 1995
Skills
Investments, Alternative Investments, Hedge Funds, Equities, Asset Managment, Asset Allocation, Portfolio Management, Investment Strategies, Fixed Income, Mutual Funds, Private Equity, Valuation, Wealth Management, Financial Analysis, Investment Advisory, Capital Markets
Education
Rider University 1995 — 1997
Master of Business Administration (MBA)
Rider University 1988 — 1992
Bachelor of Science (BS), Finance, Summa cum laude
PPD January 2009 - Present
PPD January 2007 - January 2009
PPD January 2005 - January 2007
HAMILTON & COMPANY January 2003 - January 2005
Skills
Auditing, Financial Reporting, Forecasting, Analysis, Finance, Invoicing, Project Accounting, Financial Analysis, Financial Accounting, Account Reconciliation, General Ledger, Budgets, Accruals, Payroll, Process Improvement, Accounting, Pharmaceutical Industry, Management, Microsoft Excel, CRO, Customer Service
Education
University of North Carolina at Wilmington 2000 — 2003
Master's degree, Accounting
East Carolina University 1991 — 1995
BS in Management, Entrepreneurial and Small Business Operations
Kongsberg Automotive June 2011 - Present
Progressive Metal Manufacturing Company March 2011 - June 2011
Force Protection Industries January 2008 - March 2011
Wheel to Wheel March 2005 - January 2008
Tecstar, LLC July 2000 - March 2003
Transportation, Design & Manufacturing February 1998 - July 2000
Troy Design & Manufacturing February 1993 - February 1998
Pioneer Engineering February 1992 - January 1993
Hamilton & Company December 1990 - September 1992
BRZ Engineering, Inc July 1988 - December 1990
Skills
Solidworks, CAD, GD&T, Injection Molding
Education
All Education
Center for Professional Studies
Unigraphics
Henry Ford Community College
Apprenticeship, Sheet Metal Model Maker
Schoolcraft Community College
General Studies
Panoramic Productions LLC September 2011 - Present
Financial Group March 1977 - Present
Financial Group February 1977 - September 2012
Hamilton & Company 1971 - 1974
Skills
Investments, Entrepreneurship, Start-ups, Venture Capital, Financial Analysis, Strategic Financial..., Private Equity, Banking, Private Placements, Strategic Consulting, Executive Management, Investor Relations, Mergers, Business Strategy, Strategic Partnerships, Alternative Investments, Mergers & Acquisitions, Team Building, Strategic Planning, New Business Development, Due Diligence, Corporate Development, Strategy, Asset Management, Small Business, Real Estate, Business Planning, Business Development, Leadership, Trading, Competitive Analysis, Management Consulting
Education
University of Geneva 1974 — 1976
MBA, International Finance
Rutgers University-New Brunswick 1967 — 1971
B.S, Economics
Millburn High
MeetMe December 2014 - Present
Hamilton & Company May 2009 - November 2014
Abercrombie & Fitch May 2008 - May 2009
Abercrombie & Fitch May 2007 - May 2008
Skills
Microsoft Word, Microsoft Excel, PowerPoint, InDesign, QuickBooks, ACT!, Morningstar, Accounts Payable, Client Billing, Management, Retail, Customer Service, Visual Merchandising, Social Media Marketing, Recruiting, Sales, Budgets, Research, Event Planning, Time Management, Interviews, Event Management, Social Networking, Facebook, Outlook, Microsoft Office, Merchandising, Inventory Management, Leadership, Marketing, Social Media, Account Management, Accounting
Education
Kent State University 2004 — 2008
Bachelor of Arts and Science, Psychology
Curian Capital March 2013 - Present
Hudson Canyon Investment Counselors LLC September 2012 - March 2013
American Independence Financial Services January 2009 - September 2012
Reveille Asset Management July 2006 - January 2009
Jamison Prince Asset Management December 2004 - July 2006
Lyon, Stubbs & Tompkins, Inc. 1994 - 2005
Mitchell Hutchins 1990 - 1994
Bankers Trust Company (now Deutsche Bank) 1986 - 1989
Hamilton & Company 1985 - 1986
Skills
CFA, Series 7, Series 63, Series 65, Portfolio Management, client portfolio manager, Product Specialists, manager due diligence, Fixed Income, Equities, Mutual Funds, Trading, Alternative Investments, Asset Allocation, Investments, Asset Management, Derivatives, ETFs, Bloomberg, Global Macro, Wealth Management
Education
Rider University 1982 — 1986
BS, Accouning/Finance
Citi September 2013 - Present
XL Group December 2011 - September 2013
Marsh January 2010 - December 2011
Marsh June 2005 - January 2010
Marsh November 2003 - June 2005
Marsh March 2001 - November 2003
priceline.com July 2000 - November 2000
Citigroup January 2000 - July 2000
Hamilton & Company March 1998 - January 2000
HSBC August 1997 - February 1998
Skills
Underwriting, Due Diligence, Corporate Finance, Strategic Financial..., Finance, Insurance, Risk Management, Reinsurance, Financial Modeling, Enterprise Risk..., Financial Analysis, Financial Services, Mergers & Acquisitions, Executive Management, Financial Planning, Financial Risk, Project Management, Finance Transformation
Education
Boston College - Carroll School of Management 1993 — 1997
BS Management
The London School of Economics and Political Science (LSE) 1995 — 1995
Xavier High School 1989 — 1993
Christenson Investment Partners May 2005 - Present
Phoenix Investment Partners 2001 - 2005
Hamilton & Company July 1983 - September 2000
Skills
Alternative Investments, Asset Allocation, Asset Management, Investment Management, Securities, Investment Strategies, Mutual Funds, Investments, Fixed Income, Hedge Funds
Education
The College of New Jersey
BS
State Street August 2013 - Present
JPMorgan Chase March 2012 - August 2013
JPMorgan Chase April 2010 - March 2012
State Street February 2009 - April 2010
Hamilton & Company December 2004 - February 2009
NJCURE March 2002 - December 2004
Education
La Salle University
B.S, Finance
Hamilton & Company May 2006 - Present
BNY Mellon November 2002 - May 2006
Deutsche Bank November 1997 - November 2002
Merrill Lynch May 1996 - November 1997
Bessemer Trust July 1992 - May 1996
Skills
Fixed Income, Hedge Funds, Bloomberg, Asset Management, Investments, Equities, Alternative Investments, Investment Management
Education
Rutgers University-New Brunswick 1988 — 1992
BS - Finance, Finance
Hunterdon Central H.S. 1984 — 1988