New York Society of Security Analysts
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New York Society of Security Analysts Employees
First Protocol August 2011 - Present
New York Society of Security Analysts September 2008 - July 2011
New York Society of Security Analysts September 2008 - September 2009
Clear Channel Radio West Palm Beach September 2007 - December 2007
American Diabetes Wholesale September 2006 - November 2006
Skills
Equities, Event Management, Event Planning, Events, Fundraising, Financial Analysis, Marketing, Marketing Communications, Sales, Social Media, Valuation, Sponsorship, Corporate Events, Microsoft Excel, Customer Service, Budgets
Education
Florida Atlantic University 2004 — 2008
B.A., Marketing and Management
Hofstra September 1982 - Present
Various Financial Institutions 1997 - 2014
New York Society of Security Analysts 2010 - 2012
Goldman Sachs 2002 - 2007
Zarb School of Business, Hofstra University 1990 - 1996
Skills
Derivatives, Portfolio Management, Risk Management, Financial Modeling, Valuation
Education
The George Washington University - School of Business 1977 — 1982
Doctorate, Finance
UBS Investment Bank May 2015 - Present
UBS AG October 2014 - Present
UBS Investment Bank August 2011 - Present
UBS Investment Bank June 2013 - October 2014
New York Society of Security Analysts June 2009 - August 2009
Skills
Leadership, Trading Systems, Sales Operations, Critical Thinking, Client Relations Skills, Project Management, Work in A Fast Paced..., Works well with a team, Proactive self-starter, Organized Multi-tasker, Bloomberg, Capital Markets, Equities, Investments, Valuation, Hedge Funds
Education
State University of New York at Stony Brook 2007 — 2011
Bachelor of Science (BS), Business Management - Finance concentration, Magna cum Laude
State University of New York at Stony Brook 2007 — 2011
Bachelor of Arts (BA), Economics, Magna cum Laude
CFA Institute July 2010 - Present
New York Society of Security Analysts November 2007 - April 2010
Churchill & Co. LLC December 2005 - June 2007
MaxRacks December 2002 - May 2004
Education
Fairfield University 1995 — 1999
Bachelor of Arts, Marketing
VML June 2015 - Present
Droga5 August 2014 - June 2015
Droga5 August 2013 - August 2014
360i July 2012 - August 2013
Nouvella Books October 2011 - August 2013
360i August 2011 - July 2012
New York Society of Security Analysts May 2010 - August 2011
Tufts Interpersonal Perception and Communication Laboratory January 2011 - May 2011
The Tufts Daily September 2007 - May 2011
FilmCatcher.com June 2009 - June 2010
Skills
Facebook, Blogging, Copywriting, Editing, Google Analytics, Content Marketing, Community Management, Digital Marketing, Content Management, Content Strategy, Digital Strategy, Social Media Marketing, Twitter, Tumblr, Social Media, Copy Editing, Social Networking
Education
Tufts University 2007 — 2011
BS, Psychology and English; Social Psychology, Media; Society; humanities
King's College London 2010 — 2011
Film Studies, American Studies, Judaic Studies, Comparative Literature
New York Society of Security Analysts February 2014 - Present
Virtuoso Healthcare Commuication January 2013 - January 2014
Virtuoso Healthcare Comminication December 2012 - December 2012
Austin Steak and Ale House January 2010 - July 2012
Performing Arts Institute September 2011 - May 2012
Cortland City Ballet September 2008 - May 2011
Skills
Event Planning, Public Relations, Marketing, Choreography, Public Speaking, Social Media, Event Management, Social Networking, Press Releases, PowerPoint, Microsoft Word, Microsoft Excel, Dance, Fundraising, Time Management, Community Outreach, Customer Service, Data Entry, Leadership, Teaching, Management, Editing, Blogging, Nonprofits, Tap, Mail Merge, Microsoft Office, Hospitality, Program Management, Teamwork, Internal Communications, Strategic Planning, Coordinating Events, Budgets, Interpersonal..., Sunshine Act, Budget Management, Events Coordination, Organizational..., Internal, Events Organisation, Volunteer Management, Coordinating Special..., Large Scale Events, Training, Communication
Education
State University of New York College at Cortland 2008 — 2012
BA, Communication Studies; Public Relations and Advertising
The Mary Louis Academy 2004 — 2008
High School
New York Society of Security Analysts 2011 - Present
KJ Capital Management LLC June 2008 - Present
Morgan Stanley Investment Management 2006 - 2008
NYLIM, Inc. 2000 - 2006
New York Life Investment Management 2000 - 2006
Skills
Alternative Investments, Asset Management, Investment Management, Investments, Equities, Portfolio Management, Hedge Funds, Fixed Income, Investment Strategies, Asset Allocation, Mutual Funds, Financial Modeling, Valuation, Securities, Management, Private Equity, Bloomberg, Equity Research, Financial Analysis, Investment Advisory
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Finance
University of Massachusetts Dartmouth
B.A., Business Administration and Languages
New York Society of Security Analysts 2014 - Present
Boutique Investment firm 2010 - Present
Palisade and Sandler Capital, etc. 2004 - 2010
Hoefer & Arnett (now Raymond James) 2000 - 2003
General Motors, LSI Logic etc. 2000 - 2000
Skills
Business Strategy, Asset Managment, Equity Valuation, Valuation, Investments, Equities, Financial Modeling, Hedge Funds, Portfolio Management, Bloomberg, Equity Research, Asset Management, Fixed Income, Industry Analysis, Corporate Finance, Derivatives, Due Diligence, Market Research, Alternative Investments, Risk Management, Customer Relations, Research, Competitive Analysis, Financial Analysis, Excel, Business Analysis, Economics, Analysis, Asset Allocation, Team Building, Capital Markets, Emerging Markets, Microsoft Office, Private Equity
Education
The University of Chicago Booth School of Business
MBA, Finance and Accounting
Southern Illinois University, Carbondale
M.S., Engineering
Jadavpur University
Bachelor's degree, Engineering
New York Society of Security Analysts March 2012 - Present
Hunter College August 2010 - Present
Tegus Capital LLC June 2006 - Present
T3Live.com April 2011 - March 2012
CLSA Securities 1998 - 2002
ING Group 1994 - 1998
ABN Amro 1992 - 1994
Education
New York University 1990 — 1992
MA, Economics
University of Buckingham 1987 — 1990
BSc, Economics
Pinares 1982 — 1987
Freelance Writer September 1996 - Present
Vol.1 Brooklyn November 2010 - Present
Port Authority of NY & NJ September 2013 - August 2014
Thomson Reuters June 2007 - August 2013
East River Music Project January 2004 - September 2009
New York Society of Security Analysts March 2004 - June 2007
Leni Schwendinger Light Projects Ltd. May 2001 - March 2004
Your Best Guess Records December 1997 - January 2003
Work.com December 2000 - March 2001
Deja.com June 1999 - November 2000
Skills
Microsoft Office, Photoshop, Wordpress, HTML, Blogging, CSS, Excel, Editing, Social Media, Writing, English, Web Development, CMS, Web Design, JavaScript, Copywriting, Mobile, PHP, Flash, Word, Freelance Writing, ActionScript, Content Management, Literature, Web Content, Website Development, Social Networking, Web Content Management, User Experience, User Interface Design, HTML5, Technical Writing, Creative Writing, Tortoise SVN, Github, Book Reviews, Storytelling, HTML 5, Adobe Creative Suite, XML, Publishing, Publications, WordPress
Education
New York University 1995 — 1999
BFA, Film/TV, English, Politics
Laidlaw & Co (UK) Ltd October 2013 - Present
New York Society of Security Analysts November 2012 - Present
MassMutual Financial Group February 2011 - October 2013
Northwestern Mutual Wealth Management 2005 - February 2011
Sands Brothers & Co., Ltd 1997 - 2003
Axiom Capital Management 1995 - 1997
Skills
Investments, Retirement, Financial Planning, Securities, Insurance, Group Benefit Plans, Life Insurance, Disability Insurance, Long Term Care Insurance, 401k, 401k Rollovers, Whole Life, Universal Life, Fixed Annuities, Variable Annuities, Annual Reviews, Deferred Compensation, Estate Planning, Distribution Strategies, Succession Planning, Asset Protection, Health Insurance, Portfolio Management, Portfolio Optimization, Portfolio Assessment, Wealth Management, Equities, Strategic Financial..., Employee Benefits, Financial Services, Bloomberg, Retirement Planning, Series 7, Asset Allocation, Wealth
Education
Bowdoin College 1983 — 1987
BA, Economics
Cincinnati Country Day School 1981 — 1983
Columbus Academy 1979 — 1981
Disson Skating LLC April 2012 - Present
Disson Skating - Comcast Spectacor January 2006 - March 2012
Disson Skating - IMG July 2003 - December 2005
2003 World Figure Skating Championships January 2003 - June 2003
2003 World Figure Skating Championships September 2002 - December 2002
The George Washington University December 2001 - August 2002
Sports Travel Plus 2002 - 2002
New York Society of Security Analysts September 1999 - July 2001
Skills
Event Planning, Event Management, Sports, Editing, Budgets, Public Speaking, Sponsorship, Sales, Entertainment, Volunteer Management, Management
Education
The George Washington University 2001 — 2003
Master's, Sports and Event Management
Indiana University Bloomington 1995 — 1999
Bachelors, Journalism, Sociology
Best Homes Real Estate, Ltd. May 2015 - Present
Debbie Rosenfeld Fine Art Photography January 2006 - Present
Coldwell Banker King Thompson September 2012 - September 2014
New York Society of Security Analysts May 1993 - September 2002
Port Authority of NY & NJ 1987 - 1997
Skills
Mixed Media, Art, Graphic Design, Editing, Fine Art, Microsoft Office, Painting, Photoshop, Contemporary Art, Visual Arts, Photography, Acrylic, Real Estate Transactions, Buyer Representation, Relocation Buyers, Move Up Buyers, Buyer's Agent, Seller Representation, First Time Home Buyers, Condos, Investment Properties, Contract Negotiation, Negotiation, Creative Direction, Real Estate, Leadership, Advertising, Adobe Creative Suite
Education
Brooklyn College
BS, Computers and Information Science
Vast Expanse Productions April 2007 - Present
Institute of Electrical and Electronics Engineers April 2007 - January 2013
New York Society of Security Analysts March 2012 - June 2012
Tribeca Film Institute April 2006 - May 2006
American Society of Mechanical Engineers July 2002 - July 2005
Pastoral Communications February 2002 - October 2002
Folklife Productions March 1993 - June 2002
Skills
Video, Photography, Graphic Design, Video Production, Final Cut Pro, Motion Graphics, Photoshop, Television, Documentaries, Producing, Entertainment, Video Editing, Film Production, Editing, Production, Film, Videography, Media Production, Camera
Education
Queens College 1988 — 1991
BA, Communications
Memorial Sloan-Kettering Cancer Center IT CoordinatorMemorial Sloan-Kettering Cancer CenterJune 2006 - Present
New York Society of Security Analysts August 2001 - April 2006
AXA Advisors - AXA Foundation January 2000 - September 2000
American Management Association 1993 - 1999
Columbia University 1985 - 1992
Skills
Microsoft Excel, Customer Service, Management, Healthcare Information..., Databases, Proposal Writing, Research, Event Planning, Microsoft Office, Strategic Planning, Community Outreach, Public Speaking, Nonprofits, Editing, Software Documentation, Grant Writing, Teaching, Event Management, Social Networking
Education
University of North Carolina at Greensboro 1976 — 1980
Bachelor of Fine Arts (B.F.A.), Theatre
(C) Systems, LLC February 2003 - Present
Delaware Riverside Conservancy March 2011 - Present
NiUG International January 1997 - February 2003
New York Society of Security Analysts January 1998 - January 2003
New York Society of Security Analysts June 1993 - December 1997
New York Society of Security Analysts June 1980 - May 1993
Skills
Databases, Business Analysis, Crystal Reports, SSRS, iMIS, Technical Documentation, Non-profits, Association Management, Troubleshooting, Regression Testing, SQL Server Management..., SQL, Access, Microsoft SQL Server, Software Documentation, Project Management, Business Process, IIS, Nonprofits, Software Project..., Business Intelligence, Software Implementation, CRM, Requirements Analysis
Education
Binghamton University 1976 — 1980
BA
Bronx HS of Science 1973 — 1976
Partners in Human Resources International, Inc. 2009 - Present
Foundation Advisory September 2008 - Present
New York Society of Security Analysts 1970 - Present
Tamarind Foundation September 2005 - September 2008
Right Management 2000 - 2005
Skills
Career Management, Executive Development, Executive Coaching, MBTI, Career Development, Leadership Development, Career Assessment, Change Management, Career Counseling, Management Consulting, Organizational..., Succession Planning, Talent Management, Personal Branding, Job Coaching, Team Building, Coaching, Strategic Planning, Non-profits, Resume Writing, Outplacement, Talent Acquisition, Organizational Design, Management Development, Recruiting, Organizational..., Training, Human Resources, 360 Feedback
Education
Brown University
Bachelor's degree, economics
The Choate School
New York Society of Security Analysts February 1988 - June 2003
Skills
Investment Strategies, Fixed Income, Capital Markets, Financial Reporting, Equities, Financial Modeling, Equity Research, Investments, Portfolio Management
Education
Arizona State University 1959 — 1964
BS, MBA, Finance
ICR January 2011 - Present
Integrated Corporate Relations, Inc (ICR) January 2008 - December 2010
Lone Pine Capital July 2007 - January 2008
Euromoney Institutional Investor June 2006 - August 2006
Pinnacle Associates June 2004 - August 2004
New York Society of Security Analysts June 2002 - August 2002
Skills
PowerPoint, Event Management, Microsoft Excel, Outlook, Microsoft Word, Microsoft Office, Investor Relations, Bloomberg, Equities, Research, Economics
Education
James Madison University 2002 — 2007
BA
Convent of the Sacred Heart 1998 — 2002
High School
Napier Park Global Capital June 2015 - Present
Ares Management October 2013 - Present
Fordham University Student Managed Investment Fund January 2011 - Present
Duff & Phelps July 2012 - October 2013
Societe Generale Investment Bank May 2011 - November 2011
Gentile, Pismeny January 2007 - May 2011
New York Society of Security Analyst's 2010 - 2011
UBS Financial Services Inc September 2010 - December 2010
UBS Financial Services Inc May 2010 - September 2010
PricewaterhouseCooper's XTax Competition January 2009 - February 2009
Education
Fordham University, Gabelli School of Business 2008 — 2012
B.S., Applied Accounting and Finance
Fordham University
Bachelor of Science, Finance and Applied Accounting
New York Society of Security Analysts August 2008 - Present
New York Society of Security Analysts August 2007 - August 2008
New York Society of Security Analysts July 2005 - August 2007
Omni OpenHouse Direct, Inc. 2004 - 2005
Saint Barnabas Medical Center 2002 - 2003
Matrix Management and Marketing, LLC 2001 - 2002
Skills
Event Management, Event Planning, Customer Service, Non-profits, Data Entry, Management, Nonprofits, Social Media, Microsoft Excel, Team Building, Marketing, Sales, Budgets, New Business Development, Analysis, Fundraising, Leadership, Microsoft Office
Education
Kean University
Bachelor of Arts (B.A.), Public Communication