Holt Value Associates
Holt Value Associates List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Holt Value Associates. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Holt Value Associates Salaries. You can even request information on how much does Holt Value Associates pay if you want to. Learn about salaries, pros and cons of working for Holt Value Associates directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
15 Holt Value Associates employees in database. Find out everything there's to know about Holt Value Associates employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Holt Value Associates Employees
Allstate September 2014 - Present
Home April 2000 - Present
Robert Rosenfeld & Associates, LLC November 2013 - August 2014
Coldwell Banker September 1998 - April 2000
HOLT Value Associates 1992 - 1998
The Client's Advantage February 1992 - September 1992
Skills
Training, Time Management, Research, Real Estate, Interviews, Child Development, Sales, Payroll, Management, Customer Service
Education
Northern Illinois University 1987 — 1991
Bachelor of Science (B.S.), Business Administration and Management, General
Northern Illinois University 1987 — 1991
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Treadwell Auto Group Ltd December 2012 - Present
Fortuna Advisors LLC June 2009 - May 2012
Credit Suisse 2008 - 2009
Credit Suisse 2002 - 2008
HOLT Value Associates 2000 - 2002
Sara Lee 1999 - 2000
Sara Lee 1997 - 1999
Ernst & Young 1995 - 1997
Skills
Valuation, Capital Allocation, Value Based Management, Accounting, Capital Markets, Strategic Planning, Business Analysis, Business Strategy, Business Planning, Financial Analysis, Corporate Finance, Business Valuation, Performance Measurement, Performance Metrics, Cross-functional Team..., Management, Leadership, Executive Management, Finance, Competitive Analysis, Strategy, Mergers & Acquisitions, Strategic Financial..., Investment Banking
Education
Northwestern University - Kellogg School of Management 1999 — 2002
MBA, Strategy & Finance
University of Toledo 1990 — 1994
BBA, Finance & Accounting
GX2 Technology January 2014 - Present
Gx2 Technologies / Global Gossip (USA) June 2008 - January 2014
Financier Software June 2005 - 2009
Global Gossip International June 2004 - May 2008
Hubbard One July 2003 - June 2004
Utilities International, Inc. January 2003 - August 2003
HOLT Value Associates January 1997 - August 2002
Skills
Software Development, Web Applications, Microsoft SQL Server, ASP.NET MVC, SQL, Web Development, Consulting, Mobile Devices, jQuery, Mobile Technology, Architectures, Agile Methodologies, JavaScript, .NET, Networking, C#, Architecture, Agile Project Management, Management, Cloud Computing, ASP.NET, Integration, Wireless, C++, HTML, Wireless Networking, Business Analysis, Java, IP
Education
Illinois Institute of Technology 2000 — 2003
Computer Science
University of Cincinnati 1993 — 1996
BS, Biology, Biochemistry
IronBridge Capital Management July 2004 - Present
Credit Suisse First Boston HOLT February 2002 - April 2004
HOLT Value Associates January 1993 - February 2002
Harbor Capital Advisors July 1987 - December 1992
Callard Madden & Associates August 1979 - June 1987
Education
Illinois Institute of Technology 1994 — 1997
MS, Financial Markets and Trading
Illinois Institute of Technology 1977 — 1981
BS, Computer Science
Bookminders September 2015 - Present
Bookminders September 2013 - September 2015
dbMotion (now Allscripts) May 2012 - September 2013
Bookminders Inc July 2004 - May 2012
HOLT Value Associates 1998 - 2000
General Instrument 1997 - 1998
Deloitte & Touche 1993 - 1997
Skills
Auditing, Internal Controls, Financial Analysis, Financial Accounting, Financial Statements, Journal Entries, Revenue Recognition, Accounts Payable, Accruals, Bank Reconciliation, Bookkeeping, Variance Analysis, Balance, Small Business, Strategic Planning, Invoicing, Expenses, Year End Accounts, Cash Flow, Budgets, Quality Assurance, Accounting, Financial Reporting, Leadership, Public Speaking, QuickBooks, General Ledger
Education
New York University - Leonard N. Stern School of Business 1993 — 1999
MBA, Accounting
University of Pennsylvania 1988 — 1992
BA, History
Berkeley Preparatory School 1979 — 1988
Avista Wealth Management September 2009 - Present
Avista Financial Network, Inc. June 2007 - Present
Orion Capital Management February 2006 - December 2007
Soleil Securities February 2005 - December 2005
Credit Suisse February 2002 - January 2005
HOLT Value Associates September 1998 - January 2002
Skills
Wealth Management, Portfolio Management, Financial Advisory, Investments, Asset Management, Mutual Funds, Retirement Planning, Equities, Investment Advisory, Series 7, Retirement, Series 63, Estate Planning, Pensions
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1995 — 1998
MBA, Finance
University of Cincinnati 1986 — 1991
BBA, Finance & Marketing
Credit Suisse HOLT June 2014 - Present
Credit Suisse HOLT June 2009 - Present
Credit Suisse HOLT September 2000 - May 2009
HOLT Value Associates June 1997 - August 2000
First Chicago July 1994 - May 1997
Skills
Product Development, Strategy, Valuation, Accounting, Equities, Derivatives, Portfolio Management, Equity Valuation, Sales Management, Branding Initiatives
Education
Carnegie Mellon University - Tepper School of Business 1992 — 1994
MSIA, Finance
University of Illinois at Urbana-Champaign 1986 — 1990
BA, Economics
EVA Dimensions May 2015 - Present
EVA Dimensions September 2012 - Present
State Street Bank & Trust May 2011 - September 2012
Credit Suisse June 2007 - February 2011
Credit Suisse February 2002 - June 2007
HOLT VALUE ASSOCIATES September 2001 - February 2002
PurchasePro April 2001 - August 2001
HOLT Alliance Services November 1999 - March 2001
VALUAD SOFTWARE US April 1998 - November 1999
Gatling Group November 1997 - April 1998
Skills
Valuation, Financial Modeling, Investments, Portfolio Management, Equities, Financial Analysis, Risk Management, Asset Management, Treasury Management, Banking, ICAAP, Credit Risk, Management Consulting, Finance, Financial Reporting, Economics, Information Technology, Capital Budgeting, Financial Risk, Free Cash Flow, Performance Measurement, Statistical Modeling, CCAR, Capital Structure, Mergers, Microsoft Office, Microsoft Excel, ClariFi, Quantitative Finance, Quantitative Research, Quantitative Analytics
Education
Babson College - Franklin W. Olin Graduate School of Business 2011 — 2013
MBA, Finance
Tufts University 1991 — 1995
Bachelor of Arts, Economics and International Relations
Longship Advisers, LLC September 2002 - Present
Aldgate West, LLC January 2003 - Present
Nuclear Decommissioning Trust Fund Conference September 2002 - Present
Credit Suisse February 2002 - August 2002
HOLT Value Associates August 1998 - February 2002
Investment Advisers, Inc. (Lloyds TSB) April 1996 - March 1998
First Chicago Investment Management Co. July 1995 - April 1996
Investment Advisers, Inc. (Lloyds TSB) June 1988 - July 1993
Skills
Investments, Valuation, Capital Allocation, Finance, Equities, Mergers & Acquisitions, Strategy, Management Consulting, Investment Banking, Portfolio Management, Start-ups, Management, Financial Analysis, Managerial Finance, Mutual Funds, Asset Management, Financial Modeling
Education
Duke University - The Fuqua School of Business 1993 — 1995
MBA, Finance
CFA Institute
CFA, Investments and Securities
St. Olaf College 1984 — 1988
BA, Economics
Credit Suisse February 2002 - Present
HOLT Value Associates March 2000 - February 2002
Everen Securities April 1999 - March 2000
Lexington Steel June 1993 - March 1999
Skills
Valuation, Marketing Strategy, Equities, Investments, Asset Managment, Portfolio Management, Financial Modeling, Investment Banking, Equity Research, Series 7, Credit, Management, Asset Management, Hedge Funds, Emerging Markets, Derivatives, Securities, Financial Analysis, Financial Markets
Education
Lake Forest Graduate School of Management 1997 — 2001
Masters, Business Administration
St. Norbert College 1988 — 1992
BA, Communications
Loyola Academy College Prep 1984 — 1988
Credit Suisse HOLT 2002 - Present
HOLT Value Associates September 1996 - February 2002
Price Waterhouse July 1993 - September 1996
Gainer Bank June 1989 - August 1991
Skills
Valuation, Equities, Financial Modeling, Investment Banking, Capital Markets, Alternative Investments, Asset Allocation, Asset Management, Hedge Funds, Investments, Private Equity, Corporate Finance, Derivatives, Equity Research, Equity Valuation, Finance, Financial Analysis, Due Diligence, Fixed Income
Education
University of Illinois at Urbana-Champaign 1991 — 1993
Master of Business Administration, Finance
Indiana University Bloomington 1985 — 1989
B.S, Finance
IronBridge September 2005 - Present
IronBridge Capital Management September 2005 - Present
Credit Suisse First Boston 2001 - 2004
Credit Suisse 2001 - 2004
HOLT Value Associates 1997 - 2001
Skills
Equities, Hedge Funds, Valuation, Investments, Asset Management, Financial Modeling, Portfolio Management
Education
Indiana University Bloomington 1987 — 1991
BSc, Accounting
LFHS
Northeastern Illinois University September 2015 - Present
Benedictine University September 2014 - Present
Illinois Institute of Technology September 2012 - Present
Credit Suisse 2002 - 2009
HOLT 1990 - 2002
HOLT Value Associates 1991 - 1996
The Boston Consulting Group 1987 - 1991
Skills
R, Matlab, Stata, Python, SPSS, Java, Programming Languages, Fortran, Quantitative Finance, Bloomberg, Derivatives, VBA, Valuation, Databases, Portfolio Management, Equities
Education
Illinois Institute of Technology 2011 — 2014
PhD, Management
Illinois Institute of Technology 2009 — 2011
Masters, Finance
Project Management Consultant September 2011 - Present
Credit Suisse February 2002 - March 2010
HOLT Value Associates August 1999 - February 2002
Chicago Police Department 1998 - 1999
Chicago Police Department 1996 - 1998
Skills
Customer Relations, Help Desk Management, Business Analysis, Process Improvement, Project Portfolio..., Software Project..., Client Services, Software Implementation, Business Intelligence..., Dashboards, Financial Software, CRM software, Management, Consulting, Requirements Gathering, Business Requirements, Testing, Visio, Business Process, PMO, Resource Management, SharePoint, Requirements Analysis, Project Management, Software Documentation, Relationship Management, Project Delivery, Analytics, Integration, Call Centers, CRM, Customer Service, Financial Services
Education
Lake Forest Graduate School of Management 2005 — 2009
MBA
Western Illinois University 1988 — 1991
BA, Communications
Gazos Creek July 2014 - Present
Baghouse.com October 2011 - October 2014
Kamea Networks & Technology, Inc October 2007 - July 2014
City of Batavia, IL July 2004 - 2007
Widepoint August 2002 - May 2004
Holt Value Associates October 2001 - January 2002
Frances Dal Santo April 1999 - October 2001
Caprel Computer Services October 1998 - April 1999
Zurich North America December 1995 - August 1998
Skills
Servers, Windows Server, Active Directory, VMware, Customer Service, Microsoft Exchange, Mac OS, Windows 7, Research, Technology, Salesforce.com, Technical Documentation, Project Management, Office 365, MDT, Windows 8.1, Wireless Networking, Network Administration, Systems Engineering, Avaya Technologies
Education
University of Phoenix
Bachelor of Science (BS), Information Systems