Investment Management Institute
Address: 165 West Putnam Avenue, Greenwich, CT 06830 Hours: Open ⋅ Closes 6PM Friday8:30AM–6PMSaturdayClosedSundayClosedMonday8:30AM–6PMTuesday8:30AM–6PMWednesday8:30AM–6PMThursday8:30AM–6PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (203) 622-5851: : Website: : Place name: : Category: : : Website: http://www.investmentmanagementinstitute.com/ Category: Financial Planner 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 question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Investment Management Institute Posting publicly on the Web Write a review Reviews 1 Google review
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Investment Management Institute Employees
Fitness Together June 2011 - Present
Investment Management Institute 2010 - November 2010
Skills
Fitness, Management, Marketing Strategy, Nutrition, Research, Sports
Education
National Personal Training Institute 2011 — 2011
Sacred Heart University 2001 — 2006
bachelors, Science degree in Business Administration, concentration in Marketing
Oracle July 2014 - Present
Oracle July 2013 - July 2014
Tudor Investment Corporation June 2012 - August 2012
Investment Management Institute May 2011 - August 2011
Investment Management Institute June 2010 - August 2010
Basic Energy June 2007 - July 2007
Skills
Sales, Client Development, International Sales, Marketing Strategy, Fundraising, Financial Risk, Financial Planning, Marketing, Client Liaison, Strategic Financial..., Financial Management, Team Leadership, Organizational..., Cross-functional Team..., Columnist, Mentoring, Leadership Mentoring, Youth Development, Youth Leadership, Youth Mentoring, Financial Analysis, Project Finance, Financial Markets, Thought Leadership, Sales Presentations, Equities, Analysis, Strategy, Management, Consulting, PaaS, Social Media, Microsoft Excel, SaaS, Hybrid Cloud, Public Speaking, Leadership, Microsoft Office, Private Cloud, Business Development, Cloud Computing, PowerPoint
Education
Colby College 2009 — 2013
Bachelor’s Degree, History of Economics, Financial Systems, International Business
Brunswick School 1994 — 2009
High School Diploma
Oxford Advanced Studies Program 2007 — 2007
International Business & Entrepreneurship, Calculus
Coil-Tainer Limited September 2014 - Present
Jacquette Consulting December 2012 - August 2014
PPT Consulting LLC March 2006 - December 2012
DSG, Inc. January 2005 - March 2006
Junior League of Philadelphia 2000 - 2005
Investment Management Institute 1990 - 1999
Morgan Stanley 1987 - 1990
Morgan Stanley 1986 - 1987
Skills
Change Management, Accounting, Account Management, Analysis, Budgeting, Business Planning, Copywriting, Graphic Design, Database Administration, Excel, Employee Relations, Event Management, Financial Analysis, Financial Planning, Financial Reporting, Hiring, Team Leadership, Microsoft Office, Non-profits, Newsletters, Operations Management, Purchasing, Strategic Planning, Quickbooks, Quality Assurance, Spanish, Problem Solving, Vendor Management, Writing, Budgets, critical thinking,..., conflict management, Microsoft Excel, Project Management, Strategic Financial..., QuickBooks, Management, Conflict Management, Nonprofits
Education
Bucknell University
B.A., Economics, Spanish
Simsbury High School
The Q-Group/Institute for Quantitative Research in Finance December 2008 - Present
Wilshire Associates September 1995 - June 2002
Institutional Investor January 1993 - November 1994
Investment Management Institute July 1989 - December 1992
Morgan Stanley & Company October 1985 - May 1989
Skills
Institutional Sales, Investment Advisory, Alternative Investments, Series 63, Electronic Trading, High Yield, Finance, Structured Finance, CRM, Financial Services, Marketing, ETFs, Economics, Analytics, Program Management, Analysis, Options, Hedge Funds
Education
University of Richmond - Robins School of Business
B.S., Business Administration
montgomery high school
The Billionaires Little Black Book April 2007 - Present
TrustedAdvisory 2005 - Present
Newport Comprehensive Land Use Plan Task Force April 2009 - October 2012
Live from Newport 2008 - July 2011
Investment Management Institute 2000 - 2011
Source Newport 2007 - 2010
Surfrider NYC May 1998 - October 2002
GVA Williams October 1994 - November 1996
Woodstock '94 August 1994 - August 1994
"Washington Week in Review" (Paul Duke) & Ben Wattenberg At Large, PBS/WETA 1980 - 1982
Skills
Entrepreneurship, Strategy, Business Development, Business Planning, Leadership, Investments, Venture Capital, Start-ups, Management, Finance, New Business Development, Marketing, Negotiation, Strategic Planning, Mergers & Acquisitions, Training, Due Diligence, Private Equity, Strategic Financial..., Sales, Real Estate, Investor Relations, Project Planning, Business Strategy, Public Speaking, Advertising, Asset Management, Project Management, Risk Management, Financial Analysis, Trading, Project Finance
Education
Interesting People I have met (in private conversation) 1955 — 2014
Listening
Interesting People II 1955 — 2014
Listening
University of Pennsylvania - The Wharton School 1989 — 1989
Certicate Finance, Finance
American University 1981 — 1982
MA, Journalism & Public Affairs
Guilford College 1973 — 1977
BS, Political Science
Independent Executive Search 2008 - Present
Oppedisano & Company 1998 - 2008
Investment Strategies International 1996 - 1998
Furman Selz Capital Management 1993 - 1996
Investment Management Institute 1990 - 1994
Mitchell Hutchins 1987 - 1989
Neuberger Berman 1985 - 1987
Skills
Equities, Portfolio Management, Private Equity, Internet Recruiting, Fixed Income, Asset Allocation, Permanent Placement, Wealth Management..., Equity Derivatives, Investments, Hedge Funds, Trading, Applicant Tracking..., Financial Analysis, Finance, Risk Management, Asset Managment, Emerging Markets, Bonds, Series 63, Financial Markets, Private Banking, Technical Recruiting, Search, Strategic Financial..., Executive Search, Financial Risk, Corporate Finance, Investment Management, Executive Management, Wealth Management, Investment Banking, Options, Investor Relations, Human Resources, Alternative Investments, Mutual Funds, FX Options, College Recruiting, Securities, Sourcing, Investment Strategies, Banking, Valuation, Bloomberg, Recruiting, Commodity, Negotiation, Financial Advisory, Financial Services
Education
New York University - Leonard N. Stern School of Business 1990 — 1994
MBA, Finance
State University of New York at Albany 1981 — 1985
BS, Business - Management Information Systems
Investment Management Institute January 2011 - Present
Craig Heatter Associates, Inc. June 2009 - Present
JPMorgan Chase August 1990 - May 2009
Financial Control Systems March 1987 - August 1990
Skills
Operational Risk..., Performance Analysis, Global Custody, Investment Products, Compliance, Operational Oversight, Reconciliation, Asset Management, Investments, Asset Managment, Account Reconciliation, Investment Management, Risk Management, Securities, Vendor Management, Investment Strategies, Asset Allocation, Portfolio Management, Wealth Management, Equities, Fixed Income, Separately Managed..., Fund Of Funds, Financial Markets, Alternative Investments, Capital Markets, Financial Services, Pensions, Series 63, Hedge Funds, Derivatives, Bonds, Series 7, Bloomberg, ETFs, Wealth Management..., Fund Administration, Securities Lending, Investment Advisory, Fund Accounting, Structured Products, Corporate Actions, Prime Brokerage, Middle Office, Options
Education
Governors State University 1978 — 1982
MBA, Finance
Chicago State University 1970 — 1974
BS, Business Education
ClearVest LLC July 2015 - Present
Investment Management Institute January 2015 - Present
Gabelli Asset Management (GAMCO) March 2006 - December 2014
A.G. Edwards & Sons, Inc. January 2004 - March 2006
Skills
Asset Managment, Institutional Sales, Equities, Alternative Investments, Mutual Funds, Hedge Funds, Business Development, Key Account Management, Sales Presentations, Account Reconciliation, Public Speaking, Capital Raising, Series 63, Series 7, Microsoft Office, Pension Funds, Foundations, Endowment Funds, Defined Benefit, Investments, Asset Management, Investment Management, Portfolio Management, Pensions, Investment Strategies, High Net Worth..., Relationship Management, Asset Allocation, Fixed Income, Equity Research, Bloomberg
Education
Fordham University - Graduate School of Business Administration
Executive M.B.A, Business Administration and Management, General, 3.7
Fordham University
Bachelor of Arts (B.A.), Double Major: Economics, Political Science, 3.4
Fordham Preparatory School
Westfair Communications December 2013 - Present
Investment Management Institute May 2012 - Present
Greenwich Chamber of Commerce April 2013 - September 2013
Greenwich Alternative Investments October 2010 - May 2012
Skills
Excel, Proprietary Software -..., Photoshop, Microsoft Office, Microsoft Excel, Databases, Finance, Hedge Funds, Management, PowerPoint, Market Research, Marketing, Account Reconciliation, Research
Education
Manhattanville College
BA, Economics
Bristol Art Museum December 2009 - Present
Investment Management Institute 1991 - 2001
CT Radio Program "Newsworthy" 1999 - 2000
Paine Webber, SmithBarney and Other Retail Brokerage Companies based in CT 1982 - 1985
Skills
Nonprofits, Strategic Planning, Public Speaking, Fundraising, Event Planning, Public Relations, Social Media, Team Building, Community Outreach, Event Management, Volunteer Management, Leadership, Marketing, Leadership Development, Marketing Strategy
Education
Trinity University Washington D.C.
Trinity University-Washington
Bachelor's Degree, Economics and Political Science