NewOak Capital
Industry: Company
DescriptionFounded: 2008 Subsidiary: NewOak Asset Management LLC
NewOak Capital List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at NewOak Capital. You can filter them based on skills, years of employment, job, education, department, and prior employment.
NewOak Capital Salaries. You can even request information on how much does NewOak Capital pay if you want to. Learn about salaries, pros and cons of working for NewOak Capital 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!
97 NewOak Capital employees in database. Find out everything there's to know about NewOak Capital 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.
NewOak Capital Employees
Employee
Years
Job
Industry
Grace Qi Grace Qi's NewOak Capital Experience 2012 - 2012
Job Business Analytics at Box
Industry Computer Software
Experience
Box August 2014 - Present
Harvard World Model United Nations April 2013 - April 2014
J.P. Morgan June 2013 - August 2013
Asian American Dance Troupe April 2012 - April 2013
Harvard Student Agencies October 2010 - February 2012
NewOak Capital 2012 - 2012
Motorola June 2011 - August 2011
Education
Harvard University
Bachelor’s Degree, Applied Mathematics, Secondary in East Asian Studies
Box August 2014 - Present
Harvard World Model United Nations April 2013 - April 2014
J.P. Morgan June 2013 - August 2013
Asian American Dance Troupe April 2012 - April 2013
Harvard Student Agencies October 2010 - February 2012
NewOak Capital 2012 - 2012
Motorola June 2011 - August 2011
Education
Harvard University
Bachelor’s Degree, Applied Mathematics, Secondary in East Asian Studies
Alex D'Amico Alex D'Amico's NewOak Capital Experience May 2012 - August 2012
Job Associate Attorney at Brown Gavalas & Fromm LLP
Industry Law Practice
Experience
Brown Gavalas & Fromm LLP February 2014 - Present
Hyderally & Associates, P.C. December 2013 - February 2014
Hyderally & Associates, P.C. August 2012 - December 2013
D'Amico Chess June 2011 - May 2013
NewOak Capital May 2012 - August 2012
United States District Court for the District of New Jersey September 2011 - December 2011
Superior Court of New Jersey, Chancery Division, Family Part May 2011 - August 2011
Education
Fordham University School of Law 2010 — 2013
Rider University 2006 — 2010
Bachelor of Science, Business Administration; Entrepreneurial Studies
Brown Gavalas & Fromm LLP February 2014 - Present
Hyderally & Associates, P.C. December 2013 - February 2014
Hyderally & Associates, P.C. August 2012 - December 2013
D'Amico Chess June 2011 - May 2013
NewOak Capital May 2012 - August 2012
United States District Court for the District of New Jersey September 2011 - December 2011
Superior Court of New Jersey, Chancery Division, Family Part May 2011 - August 2011
Education
Fordham University School of Law 2010 — 2013
Rider University 2006 — 2010
Bachelor of Science, Business Administration; Entrepreneurial Studies
Laura Perdomo Díaz Laura Perdomo Díaz's NewOak Capital Experience June 2014 - August 2014
Job Legal Intern at New York Law School Transactional Law Clinic
Industry Law Practice
Experience
New York Law School Transactional Law Clinic August 2014 - May 2015
NewOak Capital June 2014 - August 2014
Center for Business and Financial Law, New York Law School September 2013 - May 2014
Gana LLP January 2014 - April 2014
Pettus & Williams, PLLC June 2013 - August 2013
Roynat Lease Finance (Scotiabank) April 2010 - June 2012
Skills
Legal Writing, Litigation, Fundraising, Online Advertising, Westlaw, Editing, Teamwork, French, Customer Service, Research, Marketing Strategy, International Relations, Social Media, Public Speaking, Data Analysis, Social Media Marketing, Legal Research, Spanish, Microsoft Office, Contract Negotiation, PowerPoint, Negotiation, Event Planning
Education
New York Law School 2012 — 2015
Doctor of Law (J.D.)
The University of British Columbia 2007 — 2010
Double Major in Political Science and French, Liberal Arts and Sciences/Liberal Studies
Bodwell High School
New York Law School Transactional Law Clinic August 2014 - May 2015
NewOak Capital June 2014 - August 2014
Center for Business and Financial Law, New York Law School September 2013 - May 2014
Gana LLP January 2014 - April 2014
Pettus & Williams, PLLC June 2013 - August 2013
Roynat Lease Finance (Scotiabank) April 2010 - June 2012
Skills
Legal Writing, Litigation, Fundraising, Online Advertising, Westlaw, Editing, Teamwork, French, Customer Service, Research, Marketing Strategy, International Relations, Social Media, Public Speaking, Data Analysis, Social Media Marketing, Legal Research, Spanish, Microsoft Office, Contract Negotiation, PowerPoint, Negotiation, Event Planning
Education
New York Law School 2012 — 2015
Doctor of Law (J.D.)
The University of British Columbia 2007 — 2010
Double Major in Political Science and French, Liberal Arts and Sciences/Liberal Studies
Bodwell High School
Thea Gersten's NewOak Capital Experience September 2014 - Present
Job Associate at NewOak Capital
Industry Legal Services
Experience
NewOak Capital September 2014 - Present
NewOak Capital May 2013 - August 2013
NewOak Capital June 2012 - August 2012
Sanocki Newman & Turret LLP June 2010 - August 2010
Sadis & Goldberg LLP June 2009 - August 2009
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2011 — 2014
Juris Doctor
University of Michigan 2007 — 2011
Bachelor of Arts, Sociology
Byram Hills High School 2004 — 2007
NewOak Capital September 2014 - Present
NewOak Capital May 2013 - August 2013
NewOak Capital June 2012 - August 2012
Sanocki Newman & Turret LLP June 2010 - August 2010
Sadis & Goldberg LLP June 2009 - August 2009
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2011 — 2014
Juris Doctor
University of Michigan 2007 — 2011
Bachelor of Arts, Sociology
Byram Hills High School 2004 — 2007
Jean Langan-Viotto Jean Langan-Viotto's NewOak Capital Experience December 2012 - Present
Job Managing Director, Senior Credit Officer at NewOak Capital
Industry Financial Services
Experience
NewOak Capital December 2012 - Present
Bank of America November 2011 - December 2012
assigned to JP Morgan Chase April 2010 - November 2011
Bear Stearns & Co February 1987 - August 1997
Bear Stearns 1987 - 1997
Citicorp Mortgage 1985 - 1987
Skills
Performance Management, Loans, Credit, Mortgage Lending, Underwriting, Portfolio Management, Risk Management, Management, Mergers & Acquisitions, Foreclosures, Loan Servicing, Analysis, Due Diligence, Asset Management, Loan Origination, Mortgage Servicing, Relationship Management, Credit Analysis, Finance, Training, Financial Risk, Loss Mitigation, Sales, Mortgage Underwriting, Credit Risk, Banking, Capital Markets, Residential Mortgages, Mortgage Banking, Financial Structuring, Fixed Income, Consumer Lending, Financial Services, Structured Finance, Commercial Lending, Refinance, Securitization, Retail Banking, Valuation, Commercial Mortgages, Securities, FHA, Investment Properties, Investments, Bonds, Funding, Investment Banking, Default, Derivatives, Structured Products
Education
The University of Connecticut School of Business 1980 — 1985
Finance, Finance, General
Wilton High School 1976 — 1980
University of Connecticut
Bachelor of Science, Finance Degree
NewOak Capital December 2012 - Present
Bank of America November 2011 - December 2012
assigned to JP Morgan Chase April 2010 - November 2011
Bear Stearns & Co February 1987 - August 1997
Bear Stearns 1987 - 1997
Citicorp Mortgage 1985 - 1987
Skills
Performance Management, Loans, Credit, Mortgage Lending, Underwriting, Portfolio Management, Risk Management, Management, Mergers & Acquisitions, Foreclosures, Loan Servicing, Analysis, Due Diligence, Asset Management, Loan Origination, Mortgage Servicing, Relationship Management, Credit Analysis, Finance, Training, Financial Risk, Loss Mitigation, Sales, Mortgage Underwriting, Credit Risk, Banking, Capital Markets, Residential Mortgages, Mortgage Banking, Financial Structuring, Fixed Income, Consumer Lending, Financial Services, Structured Finance, Commercial Lending, Refinance, Securitization, Retail Banking, Valuation, Commercial Mortgages, Securities, FHA, Investment Properties, Investments, Bonds, Funding, Investment Banking, Default, Derivatives, Structured Products
Education
The University of Connecticut School of Business 1980 — 1985
Finance, Finance, General
Wilton High School 1976 — 1980
University of Connecticut
Bachelor of Science, Finance Degree
Jay Lown Jay Lown's NewOak Capital Experience October 2009 - September 2010
Job President & Chief Investment Officer at Cherry Hill Mortgage Investment Corporation
Industry Financial Services
Experience
Cherry Hill Mortgage Investment Corporation October 2013 - Present
Freedom Mortgage April 2012 - Present
GreenLake Investment Partners September 2010 - December 2014
Avenue Capital Group April 2011 - January 2012
NewOak Capital October 2009 - September 2010
Office of Thrift Supervision March 2008 - October 2009
UBS Investment Bank April 2002 - March 2008
Citigroup January 1999 - April 2002
Salomon Brothers November 1991 - December 1998
Macy's June 1986 - March 1989
Skills
Capital Markets, Securitization, Fixed Income, MBS, Structured Finance, Hedge Funds, Asset Managment, ABS, Mortgage Banking, Structured Products, Mortgage Lending, Loans, Securities, Credit Analysis, Financial Modeling, Bonds, Financial Structuring, Finance, Derivatives, Investments, Banking, Asset Management, Funding, Valuation, High Yield, Private Equity, Portfolio Management, Bloomberg, CMBS, Credit Derivatives, Emerging Markets, Real Estate, Investment Banking, Alternative Investments, Residential Mortgages, Financial Risk, Real Estate Economics, Credit Risk, Trading, Equities, Due Diligence, Credit, Corporate Finance, Financial Services, Loan Origination
Education
D'Amore-McKim School of Business at Northeastern University 1989 — 1991
MBA, Finance
Lehigh University - College of Business and Economics 1983 — 1985
BS, Finance
Christian Brothers Academy 1978 — 1981
HS, college prep
Cherry Hill Mortgage Investment Corporation October 2013 - Present
Freedom Mortgage April 2012 - Present
GreenLake Investment Partners September 2010 - December 2014
Avenue Capital Group April 2011 - January 2012
NewOak Capital October 2009 - September 2010
Office of Thrift Supervision March 2008 - October 2009
UBS Investment Bank April 2002 - March 2008
Citigroup January 1999 - April 2002
Salomon Brothers November 1991 - December 1998
Macy's June 1986 - March 1989
Skills
Capital Markets, Securitization, Fixed Income, MBS, Structured Finance, Hedge Funds, Asset Managment, ABS, Mortgage Banking, Structured Products, Mortgage Lending, Loans, Securities, Credit Analysis, Financial Modeling, Bonds, Financial Structuring, Finance, Derivatives, Investments, Banking, Asset Management, Funding, Valuation, High Yield, Private Equity, Portfolio Management, Bloomberg, CMBS, Credit Derivatives, Emerging Markets, Real Estate, Investment Banking, Alternative Investments, Residential Mortgages, Financial Risk, Real Estate Economics, Credit Risk, Trading, Equities, Due Diligence, Credit, Corporate Finance, Financial Services, Loan Origination
Education
D'Amore-McKim School of Business at Northeastern University 1989 — 1991
MBA, Finance
Lehigh University - College of Business and Economics 1983 — 1985
BS, Finance
Christian Brothers Academy 1978 — 1981
HS, college prep
Shiney Koshy Shiney Koshy's NewOak Capital Experience October 2012 - Present
Job IT / Software
Industry Information Technology and Services
Experience
NewOak Capital October 2012 - Present
gr8vine, Inc. 2011 - October 2012
State Street May 2001 - July 2010
PwC September 2000 - April 2001
Skills
Agile Methodologies, Project Management, Technical Project..., Full SDLC, Business Analysis, SQL, Java, Actuate Reporting, Sybase, Microsoft SQL Server, Oracle, MySQL, Technical Project..., Scrum, User Acceptance Testing, Software Deployment
Education
New York University 1997 — 2000
Bachelor of Science (B.S.), Computer Science
NewOak Capital October 2012 - Present
gr8vine, Inc. 2011 - October 2012
State Street May 2001 - July 2010
PwC September 2000 - April 2001
Skills
Agile Methodologies, Project Management, Technical Project..., Full SDLC, Business Analysis, SQL, Java, Actuate Reporting, Sybase, Microsoft SQL Server, Oracle, MySQL, Technical Project..., Scrum, User Acceptance Testing, Software Deployment
Education
New York University 1997 — 2000
Bachelor of Science (B.S.), Computer Science
Eitan Shimko's NewOak Capital Experience May 2009 - June 2009
Job Current Master's in Management Studies student at Boston University
Industry Research
Experience
Stratton Mountain Resort January 2012 - Present
Technion - Israel Institute of Technology June 2014 - November 2014
Heart of Care November 2013 - March 2014
Genzyme January 2013 - June 2013
Stratton Mountain Resort December 2008 - April 2013
Zipcol September 2009 - November 2011
Abara January 2011 - July 2011
Massachusetts General Hospital January 2011 - May 2011
Columbia University Medical Center May 2010 - August 2010
NewOak Capital May 2009 - June 2009
Skills
Research, Cell Culture, Social Media, Biochemistry, Immunology, Lifesciences, Analysis, Entrepreneurship, Leadership, Protein Chemistry, Life Sciences, Entrepreneurial..., Structural Biology, Cell Biology, Infectious Diseases
Education
Northeastern University 2009 — 2014
Bachelor's Degree, Biochemistry. Minor in Business Administration
Stratton Mountain Resort January 2012 - Present
Technion - Israel Institute of Technology June 2014 - November 2014
Heart of Care November 2013 - March 2014
Genzyme January 2013 - June 2013
Stratton Mountain Resort December 2008 - April 2013
Zipcol September 2009 - November 2011
Abara January 2011 - July 2011
Massachusetts General Hospital January 2011 - May 2011
Columbia University Medical Center May 2010 - August 2010
NewOak Capital May 2009 - June 2009
Skills
Research, Cell Culture, Social Media, Biochemistry, Immunology, Lifesciences, Analysis, Entrepreneurship, Leadership, Protein Chemistry, Life Sciences, Entrepreneurial..., Structural Biology, Cell Biology, Infectious Diseases
Education
Northeastern University 2009 — 2014
Bachelor's Degree, Biochemistry. Minor in Business Administration
Khushboo Yadav Khushboo Yadav's NewOak Capital Experience April 2012 - November 2013
Job Marketing Operations Manager at Beckon, Inc.
Industry Education Management
Experience
Beckon, Inc. May 2015 - Present
Intrax June 2014 - May 2015
Zitter Health Insights November 2013 - June 2014
NewOak Capital April 2012 - November 2013
Veramark Technologies August 2010 - June 2011
Prink Fashions Pvt. Ltd. December 2009 - March 2010
Pankaj Patel & Associates June 2007 - June 2008
Dilip Barad & Associates May 2005 - May 2007
Sanjay Joshee & Associates July 2005 - December 2005
Skills
Market Research, Social Media Marketing, Online Marketing, Marketing Strategy, Salesforce.com, SEO, Microsoft Office, Marketing, Email Marketing, Google Analytics, Project Planning, Business Development, Marketing Research, Web Analytics, CRM, Data Analysis, Direct Marketing, Marketing Communications, Integrated Marketing, Management, Advertising, Google Adwords, Strategy, Adobe Creative Suite, Microsoft CRM, SQL Server, Strategic Planning, SEM, Project Coordination, Online Advertising, Photoshop, Promotions, Pardot, WordPress, Marketing Automation, Web Content Management, Microsoft SQL Server
Education
Rochester Institute of Technology 2008 — 2011
MBA, Marketing, Management & Leadership
Beckon, Inc. May 2015 - Present
Intrax June 2014 - May 2015
Zitter Health Insights November 2013 - June 2014
NewOak Capital April 2012 - November 2013
Veramark Technologies August 2010 - June 2011
Prink Fashions Pvt. Ltd. December 2009 - March 2010
Pankaj Patel & Associates June 2007 - June 2008
Dilip Barad & Associates May 2005 - May 2007
Sanjay Joshee & Associates July 2005 - December 2005
Skills
Market Research, Social Media Marketing, Online Marketing, Marketing Strategy, Salesforce.com, SEO, Microsoft Office, Marketing, Email Marketing, Google Analytics, Project Planning, Business Development, Marketing Research, Web Analytics, CRM, Data Analysis, Direct Marketing, Marketing Communications, Integrated Marketing, Management, Advertising, Google Adwords, Strategy, Adobe Creative Suite, Microsoft CRM, SQL Server, Strategic Planning, SEM, Project Coordination, Online Advertising, Photoshop, Promotions, Pardot, WordPress, Marketing Automation, Web Content Management, Microsoft SQL Server
Education
Rochester Institute of Technology 2008 — 2011
MBA, Marketing, Management & Leadership
Appurv Jain Appurv Jain's NewOak Capital Experience June 2012 - August 2012
Job Software Engineer at ShopRunner
Industry Computer Software
Experience
ShopRunner October 2014 - Present
FactSet January 2014 - August 2014
Rochester Institute of Technology August 2012 - May 2013
NewOak Capital June 2012 - August 2012
Stone India Ltd June 2010 - July 2011
Skills
Unix, Matlab, Data Mining, Java, C++, Analysis, Python, R, SQL, Optimization, Statistical Modeling, Systems Modeling, Supply Chain..., Regular Expressions
Education
Rochester Institute of Technology 2012 — 2014
Master's degree, Computer Science
Rochester Institute of Technology 2011 — 2013
Masters of Engineering, Engineering Management
University of Mumbai 2006 — 2010
B.E. Electronics, Electrical and Electronics Engineering
ShopRunner October 2014 - Present
FactSet January 2014 - August 2014
Rochester Institute of Technology August 2012 - May 2013
NewOak Capital June 2012 - August 2012
Stone India Ltd June 2010 - July 2011
Skills
Unix, Matlab, Data Mining, Java, C++, Analysis, Python, R, SQL, Optimization, Statistical Modeling, Systems Modeling, Supply Chain..., Regular Expressions
Education
Rochester Institute of Technology 2012 — 2014
Master's degree, Computer Science
Rochester Institute of Technology 2011 — 2013
Masters of Engineering, Engineering Management
University of Mumbai 2006 — 2010
B.E. Electronics, Electrical and Electronics Engineering
Alexandra Teta's NewOak Capital Experience June 2014 - Present
Job Analyst at NewOak Capital
Industry Financial Services
Experience
NewOak Capital June 2014 - Present
St. John’s University Law School September 2010 - April 2014
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Leadership, Outlook, Social Media
Education
St. John's University 2010 — 2014
Bachelor of Arts (BA), Government & Politics
NewOak Capital June 2014 - Present
St. John’s University Law School September 2010 - April 2014
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Leadership, Outlook, Social Media
Education
St. John's University 2010 — 2014
Bachelor of Arts (BA), Government & Politics
David Bigelow David Bigelow's NewOak Capital Experience 2009 - 2013
Job Senior Banker at J.P. Morgan Private Bank
Industry Investment Management
Experience
J.P. Morgan Private Bank 2013 - Present
NewOak Capital 2009 - 2013
Clinton Group 2004 - 2008
Radian Asset Assurance 1998 - 2003
CIBC 1997 - 1998
Standard & Poor's 1993 - 1997
Prudential-Bache Capital Funding 1986 - 1989
Skills
Hedge Funds, Alternative Investments, Capital Markets, Fixed Income, Equities, Investment Banking, Fundraising, Private Banking
Education
University of Pennsylvania - The Wharton School
MBA, Finance
Brown University
BA, Economics
Escola Graduada de São Paulo - Graded
The Prairie School
J.P. Morgan Private Bank 2013 - Present
NewOak Capital 2009 - 2013
Clinton Group 2004 - 2008
Radian Asset Assurance 1998 - 2003
CIBC 1997 - 1998
Standard & Poor's 1993 - 1997
Prudential-Bache Capital Funding 1986 - 1989
Skills
Hedge Funds, Alternative Investments, Capital Markets, Fixed Income, Equities, Investment Banking, Fundraising, Private Banking
Education
University of Pennsylvania - The Wharton School
MBA, Finance
Brown University
BA, Economics
Escola Graduada de São Paulo - Graded
The Prairie School
Roger Pietka Roger Pietka's NewOak Capital Experience November 2011 - Present
Job Associate at NewOak Capital
Industry Financial Services
Experience
NewOak Capital November 2011 - Present
New England Financial February 2009 - October 2011
Lincoln Financial Group May 2008 - January 2009
Skills
Investments, Fixed Income, Finance, Equities, Asset Management, Financial Modeling, Portfolio Management, Capital Markets, Risk Management, Financial Services, Valuation, Financial Analysis, Military Housing...
Education
Monmouth University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
NewOak Capital November 2011 - Present
New England Financial February 2009 - October 2011
Lincoln Financial Group May 2008 - January 2009
Skills
Investments, Fixed Income, Finance, Equities, Asset Management, Financial Modeling, Portfolio Management, Capital Markets, Risk Management, Financial Services, Valuation, Financial Analysis, Military Housing...
Education
Monmouth University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
Ivor Wolk Ivor Wolk's NewOak Capital Experience January 2012 - April 2014
Job Partner at Pastore & Dailey LLC
Industry Law Practice
Experience
Pastore & Dailey LLC May 2014 - Present
NewOak Capital January 2012 - April 2014
LAMCO LLC/Lehman Brothers Holdings Inc. January 2010 - December 2011
Dresdner Kleinwort August 2005 - January 2010
Barclays Capital 2002 - 2005
WestLB 1998 - 2002
Cadwalader Wickersham and Taft 1996 - 1998
Robinson Silverman Pearce Aronsohn & Berman (n/k/a Bryan Cave) 1992 - 1995
Davis Polk & Wardwell 1988 - 1991
Skills
Structured Finance, Capital Markets, Securitization, Structured Products, Securities, Derivatives, Investment Banking, Hedge Funds, Private Equity, Fixed Income, Finance, Corporate Finance, Business Development, ABS, Alternative Investments, Emerging Markets, Bankruptcy, Restructuring, Portfolio Management, Valuation, CDO, Private Placements, Corporate Law, Credit Derivatives, Banking, Securities Regulation, Interest Rate..., Corporate Governance, Asset Management, Cross-border..., ISDA, CLO, MBS, General Corporate..., Commodity Derivatives, Broker-Dealer, Workout, Litigation Consulting, Mergers & Acquisitions
Education
University of Cambridge 1986 — 1987
LL.M.
University of the Witwatersrand 1985 — 1986
LL.B., Law
University of the Witwatersrand 1982 — 1984
B.COM, Accounting and Economics
Pastore & Dailey LLC May 2014 - Present
NewOak Capital January 2012 - April 2014
LAMCO LLC/Lehman Brothers Holdings Inc. January 2010 - December 2011
Dresdner Kleinwort August 2005 - January 2010
Barclays Capital 2002 - 2005
WestLB 1998 - 2002
Cadwalader Wickersham and Taft 1996 - 1998
Robinson Silverman Pearce Aronsohn & Berman (n/k/a Bryan Cave) 1992 - 1995
Davis Polk & Wardwell 1988 - 1991
Skills
Structured Finance, Capital Markets, Securitization, Structured Products, Securities, Derivatives, Investment Banking, Hedge Funds, Private Equity, Fixed Income, Finance, Corporate Finance, Business Development, ABS, Alternative Investments, Emerging Markets, Bankruptcy, Restructuring, Portfolio Management, Valuation, CDO, Private Placements, Corporate Law, Credit Derivatives, Banking, Securities Regulation, Interest Rate..., Corporate Governance, Asset Management, Cross-border..., ISDA, CLO, MBS, General Corporate..., Commodity Derivatives, Broker-Dealer, Workout, Litigation Consulting, Mergers & Acquisitions
Education
University of Cambridge 1986 — 1987
LL.M.
University of the Witwatersrand 1985 — 1986
LL.B., Law
University of the Witwatersrand 1982 — 1984
B.COM, Accounting and Economics
Irina Shulmanovich Irina Shulmanovich's NewOak Capital Experience 2008 - 2009
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan 2010 - Present
Bank of America 2009 - 2010
NewOak Capital 2008 - 2009
Citigroup March 2007 - March 2008
Lehman Brothers June 2001 - March 2008
Goldman Sachs 1995 - 2001
Skills
Fixed Income
Education
Carnegie Mellon University - Tepper School of Business 2004 — 2009
New York University 1991 — 1995
Math/Computer Science
J.P. Morgan 2010 - Present
Bank of America 2009 - 2010
NewOak Capital 2008 - 2009
Citigroup March 2007 - March 2008
Lehman Brothers June 2001 - March 2008
Goldman Sachs 1995 - 2001
Skills
Fixed Income
Education
Carnegie Mellon University - Tepper School of Business 2004 — 2009
New York University 1991 — 1995
Math/Computer Science
Abhishek Lodha Abhishek Lodha's NewOak Capital Experience February 2014 - Present
Job Municipal & Corporate Credit Analyst
Industry Financial Services
Experience
NewOak Capital February 2014 - Present
MD Global Partners, LLC October 2013 - January 2014
Columbia University in the City of New York September 2013 - December 2013
SpecialNeedsWare May 2013 - September 2013
3 Spin Creative Solution Pvt. Ltd. July 2011 - December 2012
Pharmfresh.co.in February 2012 - August 2012
Sensing Technologies June 2009 - July 2009
Skills
Entrepreneurship, Project Management, Product Development, Financial Modeling, SEO, Digital Marketing, Business Strategy, Microsoft Excel, Market Research, Valuation, Corporate Finance, Matlab, E-commerce, Project Planning, Pro Engineer, Start-up Ventures, Marketing, Social Media, Capital Markets, VBA, Government Accounting
Education
Columbia University in the City of New York 2013 — 2014
Master of Science (M.S.), Operations Research (Finance)
Mumbai University 2007 — 2011
Bachelor's in Engineering, Mechanical Engineering, Distinction
K.C.College 2005 — 2007
HSC, Computer Science, A
NewOak Capital February 2014 - Present
MD Global Partners, LLC October 2013 - January 2014
Columbia University in the City of New York September 2013 - December 2013
SpecialNeedsWare May 2013 - September 2013
3 Spin Creative Solution Pvt. Ltd. July 2011 - December 2012
Pharmfresh.co.in February 2012 - August 2012
Sensing Technologies June 2009 - July 2009
Skills
Entrepreneurship, Project Management, Product Development, Financial Modeling, SEO, Digital Marketing, Business Strategy, Microsoft Excel, Market Research, Valuation, Corporate Finance, Matlab, E-commerce, Project Planning, Pro Engineer, Start-up Ventures, Marketing, Social Media, Capital Markets, VBA, Government Accounting
Education
Columbia University in the City of New York 2013 — 2014
Master of Science (M.S.), Operations Research (Finance)
Mumbai University 2007 — 2011
Bachelor's in Engineering, Mechanical Engineering, Distinction
K.C.College 2005 — 2007
HSC, Computer Science, A
Catherine Boyer's NewOak Capital Experience June 2012 - Present
Job at NewOak Capital
Industry Financial Services
Experience
NewOak Capital June 2012 - Present
Education
Texas Tech University
NewOak Capital June 2012 - Present
Education
Texas Tech University
Patrick Kenney Patrick Kenney's NewOak Capital Experience January 2011 - December 2011
Job Senior Counsel / Project Manager at Biggins Lacy Shapiro & Company and Adjunct Professor at New York University
Industry Real Estate
Experience
Biggins Lacy Shapiro & Company February 2014 - Present
New York University September 2013 - Present
Avison Young February 2012 - January 2014
NewOak Capital January 2011 - December 2011
Skills
Real Estate Transactions, Real Estate, Leases, Real Estate Economics, Real Estate Development, Due Diligence, Commercial Real Estate, Corporate Real Estate, Disposition, Brokerage, Investment Properties, Landlord, Property Management, Mergers, Location Intelligence, Contract Negotiation, Litigation, Investments, Negotiation, Commercial Litigation
Education
New York University 2010 — 2012
Master's degree, Real Estate Finance
Rutgers University School of Law - Camden 2003 — 2006
JD, Law
Boston College 1999 — 2003
Bachelor of Arts (BA), Political Science & Philosophy
St. Joe's Prep 1995 — 1999
Biggins Lacy Shapiro & Company February 2014 - Present
New York University September 2013 - Present
Avison Young February 2012 - January 2014
NewOak Capital January 2011 - December 2011
Skills
Real Estate Transactions, Real Estate, Leases, Real Estate Economics, Real Estate Development, Due Diligence, Commercial Real Estate, Corporate Real Estate, Disposition, Brokerage, Investment Properties, Landlord, Property Management, Mergers, Location Intelligence, Contract Negotiation, Litigation, Investments, Negotiation, Commercial Litigation
Education
New York University 2010 — 2012
Master's degree, Real Estate Finance
Rutgers University School of Law - Camden 2003 — 2006
JD, Law
Boston College 1999 — 2003
Bachelor of Arts (BA), Political Science & Philosophy
St. Joe's Prep 1995 — 1999
Gil Sacher Gil Sacher's NewOak Capital Experience March 2010 - September 2010
Job Advisory Board Member at The Broadsmoore Group
Industry Investment Management
Experience
The Broadsmoore Group April 2011 - August 2011
The Broadsmoore Group January 2011 - April 2011
The Broadsmoore Group September 2010 - January 2011
NewOak Capital March 2010 - September 2010
Lehman Brothers 2001 - 2008
Lehman Brothers 1993 - 2001
Skills
Private Equity, Asset Management
Education
Columbia University - Columbia Business School 1993 — 1995
MBA, Finance/International Business
New York University - Leonard N. Stern School of Business 1985 — 1989
BA, Finance
The Broadsmoore Group April 2011 - August 2011
The Broadsmoore Group January 2011 - April 2011
The Broadsmoore Group September 2010 - January 2011
NewOak Capital March 2010 - September 2010
Lehman Brothers 2001 - 2008
Lehman Brothers 1993 - 2001
Skills
Private Equity, Asset Management
Education
Columbia University - Columbia Business School 1993 — 1995
MBA, Finance/International Business
New York University - Leonard N. Stern School of Business 1985 — 1989
BA, Finance
Ashley Jaquez Ashley Jaquez's NewOak Capital Experience April 2010 - Present
Job Human Resources Associate at NewOak Capital
Industry Human Resources
Experience
NewOak Capital April 2010 - Present
Skills
Human Resources, Talent Acquisition, Recruiting, Interviews, Payroll, Benefits Administration, Employee Relations, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Hiring, Leadership, Management
Education
New York University 2006 — 2010
Bachelor of Arts (B.A.), Economics
NewOak Capital April 2010 - Present
Skills
Human Resources, Talent Acquisition, Recruiting, Interviews, Payroll, Benefits Administration, Employee Relations, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Hiring, Leadership, Management
Education
New York University 2006 — 2010
Bachelor of Arts (B.A.), Economics
Berkan Gunel's NewOak Capital Experience February 2014 - Present
Job Associate Director at NewOak Capital
Industry Financial Services
Experience
NewOak Capital February 2014 - Present
NewOak Capital January 2013 - February 2014
NewOak Capital May 2012 - January 2013
Ark Construction Co. April 2010 - January 2011
Arup June 2008 - August 2008
AG Stroy July 2007 - September 2007
Skills
Financial Modeling, Project Finance, Capital Markets, Corporate Finance, Quantitative Analytics, Project Management, Financial Advisory, Capital Structure, Valuation, Due Diligence
Education
Columbia University in the City of New York 2011 — 2012
Master of Science (M.S.), 3.6
Boğaziçi Üniversitesi / Bogazici University 2004 — 2010
Bachelor of Science (B.S.), Civil Engineering
NewOak Capital February 2014 - Present
NewOak Capital January 2013 - February 2014
NewOak Capital May 2012 - January 2013
Ark Construction Co. April 2010 - January 2011
Arup June 2008 - August 2008
AG Stroy July 2007 - September 2007
Skills
Financial Modeling, Project Finance, Capital Markets, Corporate Finance, Quantitative Analytics, Project Management, Financial Advisory, Capital Structure, Valuation, Due Diligence
Education
Columbia University in the City of New York 2011 — 2012
Master of Science (M.S.), 3.6
Boğaziçi Üniversitesi / Bogazici University 2004 — 2010
Bachelor of Science (B.S.), Civil Engineering
Boris Grinberg Boris Grinberg's NewOak Capital Experience August 2014 - Present
Job Associate at NewOak Capital
Industry Law Practice
Experience
NewOak Capital August 2014 - Present
NewOak Capital February 2014 - Present
st. john's university school of law August 2011 - June 2014
Sony Music Entertainment August 2013 - December 2013
NBTY June 2013 - August 2013
St. John's University School of Law January 2013 - June 2013
Ronald H. Brown Center June 2012 - August 2012
International Academic Alliance June 2011 - November 2011
State University of New York at Stony Brook October 2010 - May 2011
Skills
Integration, System Administration, Troubleshooting, Windows 7, Operating Systems, Computer Hardware, Network Administration, Windows, SaaS, intellectual property..., Software License..., Trademarks, Copyright Infringement, Web Design, Operations Management, Active Directory, Network Security, Servers, Legal Research, Legal Writing, Legal Issues, Intellectual Property, Intellectual Property..., Intellectual Property..., Trademark Infringement, Copyright Law, Patentability
Education
Saint John's University School of Law 2011 — 2014
Graduate, Law
State University of New York at Stony Brook 2007 — 2011
bachelor's of science, Information Technology Project Management
NewOak Capital August 2014 - Present
NewOak Capital February 2014 - Present
st. john's university school of law August 2011 - June 2014
Sony Music Entertainment August 2013 - December 2013
NBTY June 2013 - August 2013
St. John's University School of Law January 2013 - June 2013
Ronald H. Brown Center June 2012 - August 2012
International Academic Alliance June 2011 - November 2011
State University of New York at Stony Brook October 2010 - May 2011
Skills
Integration, System Administration, Troubleshooting, Windows 7, Operating Systems, Computer Hardware, Network Administration, Windows, SaaS, intellectual property..., Software License..., Trademarks, Copyright Infringement, Web Design, Operations Management, Active Directory, Network Security, Servers, Legal Research, Legal Writing, Legal Issues, Intellectual Property, Intellectual Property..., Intellectual Property..., Trademark Infringement, Copyright Law, Patentability
Education
Saint John's University School of Law 2011 — 2014
Graduate, Law
State University of New York at Stony Brook 2007 — 2011
bachelor's of science, Information Technology Project Management
Bruce Spector's NewOak Capital Experience 2011 - 2013
Job Senior Manager at Deloitte
Industry Financial Services
Experience
Deloitte April 2013 - Present
NewOak Capital 2011 - 2013
BlackRock Inc. 2011 - 2011
BNP Paribas Fortis 2007 - 2010
Charon Capital Management 2002 - 2007
Societe Generale 1993 - 2002
ABN AMRO 1993 - 1993
Sumitomo Bank Limited 1991 - 1993
Swiss Bank Corp 1987 - 1989
Skills
Fixed Income, Financial Structuring, Structured Finance, Bonds, Valuation, Project Finance, Trading, Fixed Income Analysis, Capital Markets, Securities, Banking, Credit, Financial Analysis, Derivatives, Financial Markets, Portfolio Management, Credit Analysis, Public Finance, Equities, Financial Modeling, Hedge Funds, Management, Municipal Bonds, Portfolio Assessment, Alternative Investments, Stress Testing, ABS, Securities Litigation, Interest Rate..., Credit Derivatives, Asset Management, Financial Risk, Investments, Finance, Financial Services, Leveraged Finance, Restructuring, Loans
Education
Duke University - The Fuqua School of Business 1989 — 1991
MBA, Finance
University of Pennsylvania 1983 — 1987
B.A., Economics, Political Science
George W. Hewlett High School 1980 — 1983
Deloitte April 2013 - Present
NewOak Capital 2011 - 2013
BlackRock Inc. 2011 - 2011
BNP Paribas Fortis 2007 - 2010
Charon Capital Management 2002 - 2007
Societe Generale 1993 - 2002
ABN AMRO 1993 - 1993
Sumitomo Bank Limited 1991 - 1993
Swiss Bank Corp 1987 - 1989
Skills
Fixed Income, Financial Structuring, Structured Finance, Bonds, Valuation, Project Finance, Trading, Fixed Income Analysis, Capital Markets, Securities, Banking, Credit, Financial Analysis, Derivatives, Financial Markets, Portfolio Management, Credit Analysis, Public Finance, Equities, Financial Modeling, Hedge Funds, Management, Municipal Bonds, Portfolio Assessment, Alternative Investments, Stress Testing, ABS, Securities Litigation, Interest Rate..., Credit Derivatives, Asset Management, Financial Risk, Investments, Finance, Financial Services, Leveraged Finance, Restructuring, Loans
Education
Duke University - The Fuqua School of Business 1989 — 1991
MBA, Finance
University of Pennsylvania 1983 — 1987
B.A., Economics, Political Science
George W. Hewlett High School 1980 — 1983
Alexander Razumny Alexander Razumny's NewOak Capital Experience 2008 - 2009
Job Managing Director, Head Structured Product Trading at Fieldstone Private Capital Group Ltd
Industry Financial Services
Experience
Fieldstone Private Capital Group Ltd 2009 - Present
NewOak Capital 2008 - 2009
Bear Stearns 2004 - 2008
Skills
ABS, CDO, Structured Products, Financial Structuring, CMBS, Trading, Structured Finance, Securitization, Fixed Income, Capital Markets, MBS, Credit Derivatives, Investment Banking, Emerging Markets, Credit
Education
University of Connecticut 2000 — 2002
non, PhD physics candidate
University of Illinois at Urbana-Champaign 1998 — 1999
MBA
Tashkent State University 1986 — 1993
MS, Physics
Fieldstone Private Capital Group Ltd 2009 - Present
NewOak Capital 2008 - 2009
Bear Stearns 2004 - 2008
Skills
ABS, CDO, Structured Products, Financial Structuring, CMBS, Trading, Structured Finance, Securitization, Fixed Income, Capital Markets, MBS, Credit Derivatives, Investment Banking, Emerging Markets, Credit
Education
University of Connecticut 2000 — 2002
non, PhD physics candidate
University of Illinois at Urbana-Champaign 1998 — 1999
MBA
Tashkent State University 1986 — 1993
MS, Physics
Alexandra Acosta Alexandra Acosta's NewOak Capital Experience October 2012 - February 2013
Job Compliance at Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs August 2014 - Present
Lyxor Asset Management March 2013 - August 2014
NewOak Capital October 2012 - February 2013
UBS Investment Bank March 2012 - June 2012
Fordham Journal of Corporate and Financial Law May 2011 - May 2012
US Securities and Exchange Commission January 2012 - March 2012
Lincoln Square Legal Services August 2011 - December 2011
New Jersey Office of Attorney General June 2011 - August 2011
New York City Department of Investigation June 2010 - August 2010
Lehman Brothers Holdings Inc. July 2008 - November 2008
Skills
Legal Research, Legal Writing, Litigation, Securities
Education
Fordham University School of Law 2009 — 2012
JD, Securities, Finance
Florida International University 2004 — 2008
Bachelor of Business Administration, International Business Honors, magna cum laude
Dilit International School
Study Abroad, Italian language & culture
Universidad Complutense de Madrid
Study Abroad, Advanced Spanish language & culture
Goldman Sachs August 2014 - Present
Lyxor Asset Management March 2013 - August 2014
NewOak Capital October 2012 - February 2013
UBS Investment Bank March 2012 - June 2012
Fordham Journal of Corporate and Financial Law May 2011 - May 2012
US Securities and Exchange Commission January 2012 - March 2012
Lincoln Square Legal Services August 2011 - December 2011
New Jersey Office of Attorney General June 2011 - August 2011
New York City Department of Investigation June 2010 - August 2010
Lehman Brothers Holdings Inc. July 2008 - November 2008
Skills
Legal Research, Legal Writing, Litigation, Securities
Education
Fordham University School of Law 2009 — 2012
JD, Securities, Finance
Florida International University 2004 — 2008
Bachelor of Business Administration, International Business Honors, magna cum laude
Dilit International School
Study Abroad, Italian language & culture
Universidad Complutense de Madrid
Study Abroad, Advanced Spanish language & culture
Ken Walker Ken Walker's NewOak Capital Experience March 2015 - Present
Job Managing Director at NewOak Capital
Industry Capital Markets
Experience
NewOak Capital March 2015 - Present
ClearView-Associates, LLC April 2009 - Present
HealthCare Enterprises 2009 - 2011
Primus Guaranty, Ltd. July 2007 - March 2009
UHY Advisors October 2006 - July 2007
Tigers Court LLC 2002 - November 2006
JPMorgan Chase 1997 - 2002
Swiss Bank Corporation 1992 - 1997
US Trust 1980 - 1990
Irving Trust Company 1977 - 1980
Skills
Derivatives, Financial Risk, Capital Markets, Credit Risk, Risk Management, Hedge Funds, Credit Derivatives, Banking, Operational Risk, Financial Structuring, Liquidity Risk, Enterprise Risk..., Structured Finance, Basel II, Equities, Portfolio Management, Private Equity, Commodity, Corporate Finance, Due Diligence, Securities, Finance, Options, Counterparty Risk, Structured Products, Asset Management, Hedging, Operational Risk..., Market Risk, MBS, CDO, Compliance, Trading, Credit, Project Finance, Bloomberg, Financial Institutions, Securitization, Investments, Asset Managment, Financial Services, CDS, Risk, Interest Rate..., Alternative Investments
Education
Monmouth University 1979 — 1981
MBA, Finance
Wagner College 1973 — 1976
B.S., Accounting
NewOak Capital March 2015 - Present
ClearView-Associates, LLC April 2009 - Present
HealthCare Enterprises 2009 - 2011
Primus Guaranty, Ltd. July 2007 - March 2009
UHY Advisors October 2006 - July 2007
Tigers Court LLC 2002 - November 2006
JPMorgan Chase 1997 - 2002
Swiss Bank Corporation 1992 - 1997
US Trust 1980 - 1990
Irving Trust Company 1977 - 1980
Skills
Derivatives, Financial Risk, Capital Markets, Credit Risk, Risk Management, Hedge Funds, Credit Derivatives, Banking, Operational Risk, Financial Structuring, Liquidity Risk, Enterprise Risk..., Structured Finance, Basel II, Equities, Portfolio Management, Private Equity, Commodity, Corporate Finance, Due Diligence, Securities, Finance, Options, Counterparty Risk, Structured Products, Asset Management, Hedging, Operational Risk..., Market Risk, MBS, CDO, Compliance, Trading, Credit, Project Finance, Bloomberg, Financial Institutions, Securitization, Investments, Asset Managment, Financial Services, CDS, Risk, Interest Rate..., Alternative Investments
Education
Monmouth University 1979 — 1981
MBA, Finance
Wagner College 1973 — 1976
B.S., Accounting
Triet Nguyen Triet Nguyen's NewOak Capital Experience September 2014 - Present
Job Managing Director at NewOak Capital
Industry Financial Services
Experience
NewOak Capital September 2014 - Present
Axios Advisors LLC April 2011 - September 2014
ZIEGLER CAPITAL MARKETS January 2008 - December 2010
SAYBROOK CAPITAL, LLC January 2004 - December 2008
AXIOS ADVISORS, LLC March 2002 - January 2004
eBondUSA.com May 2000 - March 2001
JOHN HANCOCK ADVISORS June 1998 - May 2000
Putnam Investments January 1988 - March 1998
Putnam Investments January 1985 - January 1988
CIGNA INVESTMENTS January 1983 - January 1985
Skills
French, Excel, Writing, Municipal, Separately Managed..., Closed-end Funds, Bonds, Fixed Income, Hedge Funds, Credit, High Yield, Asset Management, Series 7, Portfolio Management, Bloomberg, Alternative Investments, Municipalities, Financial Markets, Wealth Management, Securities, Investment Advisory, Financial Modeling, Credit Analysis, Trading, Mutual Funds, Municipal Bonds, Series 63, Private Equity, Capital Markets, Asset Managment, Investments, Financial Advisory, Financial Risk, Electronic Trading, Equities, Investment Banking
Education
The University of Chicago - Booth School of Business 1977 — 1979
BS, Finance & Accounting
The University of Chicago 1974 — 1977
Bachelor of Arts, Economics
Lycee Marie-Curie 1970 — 1974
Baccalaureat, Economics
NewOak Capital September 2014 - Present
Axios Advisors LLC April 2011 - September 2014
ZIEGLER CAPITAL MARKETS January 2008 - December 2010
SAYBROOK CAPITAL, LLC January 2004 - December 2008
AXIOS ADVISORS, LLC March 2002 - January 2004
eBondUSA.com May 2000 - March 2001
JOHN HANCOCK ADVISORS June 1998 - May 2000
Putnam Investments January 1988 - March 1998
Putnam Investments January 1985 - January 1988
CIGNA INVESTMENTS January 1983 - January 1985
Skills
French, Excel, Writing, Municipal, Separately Managed..., Closed-end Funds, Bonds, Fixed Income, Hedge Funds, Credit, High Yield, Asset Management, Series 7, Portfolio Management, Bloomberg, Alternative Investments, Municipalities, Financial Markets, Wealth Management, Securities, Investment Advisory, Financial Modeling, Credit Analysis, Trading, Mutual Funds, Municipal Bonds, Series 63, Private Equity, Capital Markets, Asset Managment, Investments, Financial Advisory, Financial Risk, Electronic Trading, Equities, Investment Banking
Education
The University of Chicago - Booth School of Business 1977 — 1979
BS, Finance & Accounting
The University of Chicago 1974 — 1977
Bachelor of Arts, Economics
Lycee Marie-Curie 1970 — 1974
Baccalaureat, Economics
Zareh Baghdassarian Zareh Baghdassarian's NewOak Capital Experience June 2013 - Present
Job Municipal & Corporate Credit Analyst at NewOak Capital
Industry Financial Services
Experience
NewOak Capital June 2013 - Present
Verona Capital Markets Inc. January 2013 - May 2013
Union Bank June 2012 - December 2012
Wells Fargo December 2010 - May 2012
Skills
Data Analysis, Microsoft Office, PowerPoint, Microsoft Word, Access, Visio, Team Building, Microsoft Excel, Public Speaking, Management, Market Research, Forecasting, CCAR, Stress Testing, Research, Valuation
Education
California State Polytechnic University-Pomona 2009 — 2013
Bachelor of Science, Economics, Cum Laude
2015 Level II Candidate in the CFA Program
NewOak Capital June 2013 - Present
Verona Capital Markets Inc. January 2013 - May 2013
Union Bank June 2012 - December 2012
Wells Fargo December 2010 - May 2012
Skills
Data Analysis, Microsoft Office, PowerPoint, Microsoft Word, Access, Visio, Team Building, Microsoft Excel, Public Speaking, Management, Market Research, Forecasting, CCAR, Stress Testing, Research, Valuation
Education
California State Polytechnic University-Pomona 2009 — 2013
Bachelor of Science, Economics, Cum Laude
2015 Level II Candidate in the CFA Program
Zachary K. Elliott Zachary K. Elliott's NewOak Capital Experience January 2013 - April 2013
Job Attorney at Barton Elliott, P.A.
Industry Legal Services
Experience
Barton Elliott, P.A. December 2014 - Present
Cultivar LLC October 2014 - Present
NewOak Capital January 2013 - April 2013
Macquarie Group June 2012 - August 2012
Kings County Superior Court June 2011 - July 2011
Total Quality Logistics January 2009 - October 2009
Indiana Federal Congressional Campaign May 2008 - August 2008
Skills
Legal Research, Legal Writing, Investments, Asset Management, Securities, Research, Finance, Risk Management, Microsoft Office, Microsoft Excel, Real Estate, Microsoft Word, Westlaw, Management, Litigation
Education
New York Law School 2010 — 2013
Juris Doctor
Miami University 2004 — 2008
Bachelor of Science (B.S.), Business/Managerial Economics
Barton Elliott, P.A. December 2014 - Present
Cultivar LLC October 2014 - Present
NewOak Capital January 2013 - April 2013
Macquarie Group June 2012 - August 2012
Kings County Superior Court June 2011 - July 2011
Total Quality Logistics January 2009 - October 2009
Indiana Federal Congressional Campaign May 2008 - August 2008
Skills
Legal Research, Legal Writing, Investments, Asset Management, Securities, Research, Finance, Risk Management, Microsoft Office, Microsoft Excel, Real Estate, Microsoft Word, Westlaw, Management, Litigation
Education
New York Law School 2010 — 2013
Juris Doctor
Miami University 2004 — 2008
Bachelor of Science (B.S.), Business/Managerial Economics
David Eyzenberg's NewOak Capital Experience January 2011 - January 2012
Job
Industry Commercial Real Estate
Experience
Avison Young February 2012 - Present
Anika Equities GLF August 2015 - Present
NYU Schack Institute of Real Estate September 2005 - Present
NewOak Capital January 2011 - January 2012
Prodigious Capital Group January 2005 - December 2011
Madison Capital Group November 2003 - December 2004
Wall Street Realty Capital February 2002 - November 2003
Greenstreet Real Estate Partners October 2001 - March 2002
Ramius Capital Group October 1999 - October 2001
Merrill Lynch July 1998 - October 1999
Skills
Real Estate Financing, Ground Lease
Education
New York University 1997 — 1998
MS, Real Estate
New York University 1992 — 1996
BS, Communications
Avison Young February 2012 - Present
Anika Equities GLF August 2015 - Present
NYU Schack Institute of Real Estate September 2005 - Present
NewOak Capital January 2011 - January 2012
Prodigious Capital Group January 2005 - December 2011
Madison Capital Group November 2003 - December 2004
Wall Street Realty Capital February 2002 - November 2003
Greenstreet Real Estate Partners October 2001 - March 2002
Ramius Capital Group October 1999 - October 2001
Merrill Lynch July 1998 - October 1999
Skills
Real Estate Financing, Ground Lease
Education
New York University 1997 — 1998
MS, Real Estate
New York University 1992 — 1996
BS, Communications
Jordan Coutu Jordan Coutu's NewOak Capital Experience February 2015 - Present
Job Analyst/Software Developer at NewOak Capital
Industry Information Technology and Services
Experience
NewOak Capital February 2015 - Present
Frankies Family Restaurant August 2009 - February 2015
Skills
Microsoft Office, Customer Satisfaction, Business Analysis, Management, Oracle SQL Developer, Computers, Computer Proficiency, Databases, Sports, Outdoors, Analytic Problem Solving, Computer Security, Networking, Customer Service, Military History, Restaurant Management, Catering, Business Process, Cash Handling Experience, Quality Control, Time Management, Decision Making, Business Decision Making, Programming, Ruby on Rails, jQuery, HTML, CSS, Ruby
Education
University of Connecticut 2010 — 2014
Bachelor's Degree, Management Information Systems
University of Connecticut 2010 — 2014
Bachelor of Science in Business, Management Information Systems, General
NewOak Capital February 2015 - Present
Frankies Family Restaurant August 2009 - February 2015
Skills
Microsoft Office, Customer Satisfaction, Business Analysis, Management, Oracle SQL Developer, Computers, Computer Proficiency, Databases, Sports, Outdoors, Analytic Problem Solving, Computer Security, Networking, Customer Service, Military History, Restaurant Management, Catering, Business Process, Cash Handling Experience, Quality Control, Time Management, Decision Making, Business Decision Making, Programming, Ruby on Rails, jQuery, HTML, CSS, Ruby
Education
University of Connecticut 2010 — 2014
Bachelor's Degree, Management Information Systems
University of Connecticut 2010 — 2014
Bachelor of Science in Business, Management Information Systems, General
Andrew Szabo's NewOak Capital Experience 2012 - 2013
Job CEO at Gustavo Cadile
Industry Financial Services
Experience
Greenwich Financial Management Inc. March 2003 - Present
Gustavo Cadile August 2014 - Present
NewOak Capital 2012 - 2013
Double Agent Inc. 1998 - 2001
UBS Securities January 1995 - March 1998
Kidder, Peabody & Co. May 1985 - December 1994
Lehman Brothers August 1984 - May 1985
Curtis, Mallet-Prevost, Colt & Mosle LLP June 1983 - August 1983
Arter Hadden & Hemmendinger June 1982 - August 1982
Skills
Equities, Risk Management, Fixed Income, ABS, CDO, Portfolio Management, Hedge Funds, Investments, Alternative Investments, Bonds, Securities, Sales Management, Venture Capital, Marketing Plan Creation, Capital Raising, Derivatives, Emerging Markets, MBS, Valuation, Private Placements, Fundraising, Financial Modeling, Corporate Finance, Private Equity, Insurance, Trading, High Yield, Entrepreneurship, Investment Banking, Due Diligence, Mergers & Acquisitions, Credit Derivatives, Asset Management, Capital Markets, Loans, Business Writing, Private Placement..., Leveraged Finance, Restructuring, Financial Structuring, Financial Markets, Strategy, Financial Risk, Securitization, Structured Finance, Structured Products
Education
Yale Law School 1981 — 1984
JD, Law
Harvard University 1976 — 1979
MA
Binghamton University 1972 — 1976
BA, Sociology and Math
Greenwich Financial Management Inc. March 2003 - Present
Gustavo Cadile August 2014 - Present
NewOak Capital 2012 - 2013
Double Agent Inc. 1998 - 2001
UBS Securities January 1995 - March 1998
Kidder, Peabody & Co. May 1985 - December 1994
Lehman Brothers August 1984 - May 1985
Curtis, Mallet-Prevost, Colt & Mosle LLP June 1983 - August 1983
Arter Hadden & Hemmendinger June 1982 - August 1982
Skills
Equities, Risk Management, Fixed Income, ABS, CDO, Portfolio Management, Hedge Funds, Investments, Alternative Investments, Bonds, Securities, Sales Management, Venture Capital, Marketing Plan Creation, Capital Raising, Derivatives, Emerging Markets, MBS, Valuation, Private Placements, Fundraising, Financial Modeling, Corporate Finance, Private Equity, Insurance, Trading, High Yield, Entrepreneurship, Investment Banking, Due Diligence, Mergers & Acquisitions, Credit Derivatives, Asset Management, Capital Markets, Loans, Business Writing, Private Placement..., Leveraged Finance, Restructuring, Financial Structuring, Financial Markets, Strategy, Financial Risk, Securitization, Structured Finance, Structured Products
Education
Yale Law School 1981 — 1984
JD, Law
Harvard University 1976 — 1979
MA
Binghamton University 1972 — 1976
BA, Sociology and Math
Ward Bogert's NewOak Capital Experience January 2013 - Present
Job Senior Credit Officer at NewOak Capital
Industry Financial Services
Experience
NewOak Capital January 2013 - Present
Bank of America January 2011 - December 2012
Allonhill 2011 - 2011
Cognitive Options Group, LLC 2010 - 2010
Bohan Group 1996 - 2007
Skills
Mortgage Banking, Mortgage Lending, Loan Servicing, Loans, Underwriting, Credit, Loss Mitigation, Loan Origination, Credit Risk, Due Diligence, Credit Analysis, Mortgage Underwriting, Residential Mortgages, Refinance, Banking, Portfolio Management, Financial Analysis, Securitization, Valuation, Financial Risk, Consumer Lending, Mortgage Servicing, Asset Management, Funding, Risk Management, Risk Analysis, Home Equity Loans, FHA, Investments, Financial Services, Management, USDA, Real Estate, Loan Modifications, Capital Markets, Fraud, Appraisals, Finance, Home Equity Lines of..., Investment Properties, Reverse Mortgages, Commercial Mortgages, Construction Loans, Leadership, Secondary Market, Commercial Lending, VA loans, Commercial Banking, Financial Modeling, Retail Banking
Education
New York University 1981 — 1983
Finance and Financial Management Services
NewOak Capital January 2013 - Present
Bank of America January 2011 - December 2012
Allonhill 2011 - 2011
Cognitive Options Group, LLC 2010 - 2010
Bohan Group 1996 - 2007
Skills
Mortgage Banking, Mortgage Lending, Loan Servicing, Loans, Underwriting, Credit, Loss Mitigation, Loan Origination, Credit Risk, Due Diligence, Credit Analysis, Mortgage Underwriting, Residential Mortgages, Refinance, Banking, Portfolio Management, Financial Analysis, Securitization, Valuation, Financial Risk, Consumer Lending, Mortgage Servicing, Asset Management, Funding, Risk Management, Risk Analysis, Home Equity Loans, FHA, Investments, Financial Services, Management, USDA, Real Estate, Loan Modifications, Capital Markets, Fraud, Appraisals, Finance, Home Equity Lines of..., Investment Properties, Reverse Mortgages, Commercial Mortgages, Construction Loans, Leadership, Secondary Market, Commercial Lending, VA loans, Commercial Banking, Financial Modeling, Retail Banking
Education
New York University 1981 — 1983
Finance and Financial Management Services
Annmarie Gioia Annmarie Gioia's NewOak Capital Experience February 2011 - June 2011
Job Associate at The Blackstone Group
Industry Real Estate
Experience
The Blackstone Group June 2011 - Present
NewOak Capital February 2011 - June 2011
Gioia Properties June 2009 - February 2011
JPMorganChase May 2008 - August 2008
Citi June 2007 - August 2007
MBF Clearing Corp June 2006 - August 2006
Skills
Commercial Real Estate, Asset Management, Asset Managment, Financial Modeling
Education
New York University 2009 — 2011
Masters of Science in Real Estate, Real Estate Finance
Boston University Questrom School of Business 2005 — 2009
Bachelor of Science in Business Administration, Finance
The Blackstone Group June 2011 - Present
NewOak Capital February 2011 - June 2011
Gioia Properties June 2009 - February 2011
JPMorganChase May 2008 - August 2008
Citi June 2007 - August 2007
MBF Clearing Corp June 2006 - August 2006
Skills
Commercial Real Estate, Asset Management, Asset Managment, Financial Modeling
Education
New York University 2009 — 2011
Masters of Science in Real Estate, Real Estate Finance
Boston University Questrom School of Business 2005 — 2009
Bachelor of Science in Business Administration, Finance
Jack Gross Jack Gross's NewOak Capital Experience July 2014 - Present
Job Managing Director NewOak Capital Information Technology
Industry Financial Services
Experience
NewOak Capital July 2014 - Present
Goldman Sachs & Co July 2010 - June 2014
Goldman Sachs June 2008 - June 2010
Goldman Sachs December 2006 - June 2008
IFS - An StateStreet Company. October 2002 - November 2006
Independant Consultant July 2002 - October 2002
Goldman Sachs February 2000 - January 2002
CIBC World Markets October 1999 - March 2000
Tudor Investments Corporation July 1998 - October 1999
Republic National Bank 1995 - 1998
Skills
Technology Services, Technology..., Technology Operations, Infrastructure..., IT Operations, Data Center, ITIL, Infrastructure, IT Management, Designs, Strategy, Management, Software Development, Unix, Enterprise Software, Solaris, Business Intelligence, CRM, Cloud Computing, Disaster Recovery, Integration, Networking, Product Management, Cross-functional Team..., Telecommunications, System Administration, System Deployment, IT Strategy, Enterprise Architecture, Mobile Devices, Operating Systems, Vendor Management, Sybase, Trading Systems
Education
Saint Joseph's University 1981 — 1983
BS, Information Systems
YBM 1978 — 1981
Talmudic Studies
NewOak Capital July 2014 - Present
Goldman Sachs & Co July 2010 - June 2014
Goldman Sachs June 2008 - June 2010
Goldman Sachs December 2006 - June 2008
IFS - An StateStreet Company. October 2002 - November 2006
Independant Consultant July 2002 - October 2002
Goldman Sachs February 2000 - January 2002
CIBC World Markets October 1999 - March 2000
Tudor Investments Corporation July 1998 - October 1999
Republic National Bank 1995 - 1998
Skills
Technology Services, Technology..., Technology Operations, Infrastructure..., IT Operations, Data Center, ITIL, Infrastructure, IT Management, Designs, Strategy, Management, Software Development, Unix, Enterprise Software, Solaris, Business Intelligence, CRM, Cloud Computing, Disaster Recovery, Integration, Networking, Product Management, Cross-functional Team..., Telecommunications, System Administration, System Deployment, IT Strategy, Enterprise Architecture, Mobile Devices, Operating Systems, Vendor Management, Sybase, Trading Systems
Education
Saint Joseph's University 1981 — 1983
BS, Information Systems
YBM 1978 — 1981
Talmudic Studies
Caroline Finger Caroline Finger's NewOak Capital Experience June 2011 - August 2011
Job Commercial Banker at JPMorgan Chase Community Development Real Estate
Industry Real Estate
Experience
JPMorgan Chase August 2013 - Present
Citi July 2012 - August 2013
Hudson Valley Property Group January 2012 - May 2012
NewOak Capital June 2011 - August 2011
Neighborhood Restore / Restored Homes February 2010 - June 2011
Seedco / Seedco Financial June 2008 - February 2010
The Daniels Corporation August 2007 - March 2008
Education
New York University 2010 — 2012
MS, Real Estate Finance and Investment
University of Pennsylvania 2003 — 2007
BA
JPMorgan Chase August 2013 - Present
Citi July 2012 - August 2013
Hudson Valley Property Group January 2012 - May 2012
NewOak Capital June 2011 - August 2011
Neighborhood Restore / Restored Homes February 2010 - June 2011
Seedco / Seedco Financial June 2008 - February 2010
The Daniels Corporation August 2007 - March 2008
Education
New York University 2010 — 2012
MS, Real Estate Finance and Investment
University of Pennsylvania 2003 — 2007
BA
Matt Genovese Matt Genovese's NewOak Capital Experience February 2013 - April 2013
Job Operations Associate at GlobeTax
Industry Financial Services
Experience
GlobeTax April 2015 - Present
SS&C GlobeOp September 2014 - April 2015
Watson Ford Executive Search January 2014 - June 2014
Montefiore Medical Center June 2011 - January 2014
NewOak Capital February 2013 - April 2013
Skills
Public Speaking, Microsoft Office, Microsoft Excel, Bloomberg Terminal, Financial Markets, Project Management, Investor Relations, Subscriptions, Redemptions, Hedge Funds, Private Equity, Fund Administration, Share Registry, KYC, AML, Geneva Advent Partner, Outlook, Middle Office, Alternative Investments, Reconciling Reports, Bloomberg
Education
Fordham University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Marketing, GPA 3.7
Fordham Preparatory High School 2005 — 2009
Diploma, Second Honors
GlobeTax April 2015 - Present
SS&C GlobeOp September 2014 - April 2015
Watson Ford Executive Search January 2014 - June 2014
Montefiore Medical Center June 2011 - January 2014
NewOak Capital February 2013 - April 2013
Skills
Public Speaking, Microsoft Office, Microsoft Excel, Bloomberg Terminal, Financial Markets, Project Management, Investor Relations, Subscriptions, Redemptions, Hedge Funds, Private Equity, Fund Administration, Share Registry, KYC, AML, Geneva Advent Partner, Outlook, Middle Office, Alternative Investments, Reconciling Reports, Bloomberg
Education
Fordham University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Marketing, GPA 3.7
Fordham Preparatory High School 2005 — 2009
Diploma, Second Honors
Gina Hawley's NewOak Capital Experience May 2012 - August 2012
Job Reinsurance Associate at Cooper Gay Swett & Crawford
Industry Financial Services
Experience
Cooper Gay Swett & Crawford January 2014 - Present
Symmetry Partners December 2012 - January 2014
Island Outfitters June 2011 - January 2014
NewOak Capital May 2012 - August 2012
Skills
Research, Microsoft Excel, PowerPoint, Bloomberg Terminal, Customer Service, Investments, Microsoft Office, Lottery, Outlook, Microsoft Word, Windows, Environmental Awareness, Photoshop, Public Speaking, Morningstar Direct, Zephyr Style Advisor
Education
Fairfield University 2009 — 2013
Bachelor of Science (B.S.), Finance, General
Florence University of the Arts 2011 — 2011
Study Abroad
Sacred Heart Academy 2005 — 2009
Cooper Gay Swett & Crawford January 2014 - Present
Symmetry Partners December 2012 - January 2014
Island Outfitters June 2011 - January 2014
NewOak Capital May 2012 - August 2012
Skills
Research, Microsoft Excel, PowerPoint, Bloomberg Terminal, Customer Service, Investments, Microsoft Office, Lottery, Outlook, Microsoft Word, Windows, Environmental Awareness, Photoshop, Public Speaking, Morningstar Direct, Zephyr Style Advisor
Education
Fairfield University 2009 — 2013
Bachelor of Science (B.S.), Finance, General
Florence University of the Arts 2011 — 2011
Study Abroad
Sacred Heart Academy 2005 — 2009
Jonathan Black Jonathan Black's NewOak Capital Experience May 2011 - August 2011
Job Associate at White & Case LLP
Industry Law Practice
Experience
White & Case LLP October 2013 - Present
White & Case LLP May 2012 - July 2012
NewOak Capital May 2011 - August 2011
The University of Arizona July 2008 - June 2010
U.S. Department of Commerce May 2009 - August 2009
Ted Maish for Senate Committee January 2008 - November 2008
Skills
Legal Research, Legal Writing, Litigation, International Law, Corporate Law, International..., International Relations, Trials, Trade Regulation, Antitrust Law, White Collar Criminal...
Education
University of Virginia School of Law 2010 — 2013
Doctor of Law (JD), Law
University of Arizona 2006 — 2010
Bachelor of Arts (BA), Economics, Political Science
McClintock High School 2002 — 2006
High School Diploma
White & Case LLP October 2013 - Present
White & Case LLP May 2012 - July 2012
NewOak Capital May 2011 - August 2011
The University of Arizona July 2008 - June 2010
U.S. Department of Commerce May 2009 - August 2009
Ted Maish for Senate Committee January 2008 - November 2008
Skills
Legal Research, Legal Writing, Litigation, International Law, Corporate Law, International..., International Relations, Trials, Trade Regulation, Antitrust Law, White Collar Criminal...
Education
University of Virginia School of Law 2010 — 2013
Doctor of Law (JD), Law
University of Arizona 2006 — 2010
Bachelor of Arts (BA), Economics, Political Science
McClintock High School 2002 — 2006
High School Diploma
Sailusha Gosala's NewOak Capital Experience April 2013 - December 2013
Job Recruiting Associate at Prophet
Industry Management Consulting
Experience
Prophet June 2015 - Present
Nigel Frank International April 2015 - June 2015
Dance for Change May 2014 - August 2014
NewOak Capital April 2013 - December 2013
Skills
Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Microsoft Excel, Photoshop, Research, Marketing, Data Analysis, Market Research, Business Development, Social Networking
Education
New York University - Leonard N. Stern School of Business 2012 — 2015
Bachelor's degree, Finance & Marketing
University of Illinois at Urbana-Champaign - College of Business 2011 — 2012
West Windsor-Plainsboro High School North 2007 — 2011
Prophet June 2015 - Present
Nigel Frank International April 2015 - June 2015
Dance for Change May 2014 - August 2014
NewOak Capital April 2013 - December 2013
Skills
Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Microsoft Excel, Photoshop, Research, Marketing, Data Analysis, Market Research, Business Development, Social Networking
Education
New York University - Leonard N. Stern School of Business 2012 — 2015
Bachelor's degree, Finance & Marketing
University of Illinois at Urbana-Champaign - College of Business 2011 — 2012
West Windsor-Plainsboro High School North 2007 — 2011
Ron D'Vari Ron D'Vari's NewOak Capital Experience August 2008 - Present
Job Chair of Education Committee at PRMIA Professional Risk Managers' International Association
Industry Investment Management
Experience
PRMIA - Professional Risk Managers' International Association August 2015 - Present
NewOak Asset Management July 2008 - Present
NewOak Capital August 2008 - Present
Tufts University, The Fletcher School October 2012 - Present
EdgeMAC February 2008 - January 2009
BlackRock January 2005 - July 2008
BlackRock (Previously State Street Research and Management acquired by BlackRock in 2005) July 1994 - February 2005
Brandeis University School of International Business September 1997 - January 2005
The Boston Security Analysts Society September 2001 - December 2004
Harvard University Extension School September 2001 - June 2003
Skills
Financial Economics, Asset Management, Portfolio Management, Investment Advisory, Risk Management, Portfolio Optimization, Asset Liabiltity..., Credit Portfolio..., Fixed Income, Credit Analysis, Credit Risk, Structured Finance, Residential Mortgages, Commercial Mortgages, Credit Derivatives, Derivatives, Complex Securities, Project Finance, Asset Based Lending, Due Diligence, Valuation, Securities Litigation, Commercial Litigation, Complex Litigation, Governance, Policy, IT Strategy, Program Management, Asset, Finance, Capital Markets, Trading, Private Equity, Asset Managment, Mergers & Acquisitions, Securities, Investments, Restructuring, Equities, Hedge Funds, Financial Advisory, Emerging Markets, Investment Banking, Bonds, Credit, Banking, Structured Products, Financial Markets, Investment Strategies, Financial Structuring
Education
UCLA Anderson School of Management 1991 — 1993
MBA, Finance
University of California, Los Angeles 1982 — 1985
Ph.D., Engineering and Applied Science
University of California, Los Angeles 1976 — 1982
B.S., M.S., Engineering Degree, Engineering and Applied Science
University of Southern California 1975 — 1976
Mehcanical Engineering
Sharif University of Technology 1974 — 1975
Mechanical Engineering
PRMIA - Professional Risk Managers' International Association August 2015 - Present
NewOak Asset Management July 2008 - Present
NewOak Capital August 2008 - Present
Tufts University, The Fletcher School October 2012 - Present
EdgeMAC February 2008 - January 2009
BlackRock January 2005 - July 2008
BlackRock (Previously State Street Research and Management acquired by BlackRock in 2005) July 1994 - February 2005
Brandeis University School of International Business September 1997 - January 2005
The Boston Security Analysts Society September 2001 - December 2004
Harvard University Extension School September 2001 - June 2003
Skills
Financial Economics, Asset Management, Portfolio Management, Investment Advisory, Risk Management, Portfolio Optimization, Asset Liabiltity..., Credit Portfolio..., Fixed Income, Credit Analysis, Credit Risk, Structured Finance, Residential Mortgages, Commercial Mortgages, Credit Derivatives, Derivatives, Complex Securities, Project Finance, Asset Based Lending, Due Diligence, Valuation, Securities Litigation, Commercial Litigation, Complex Litigation, Governance, Policy, IT Strategy, Program Management, Asset, Finance, Capital Markets, Trading, Private Equity, Asset Managment, Mergers & Acquisitions, Securities, Investments, Restructuring, Equities, Hedge Funds, Financial Advisory, Emerging Markets, Investment Banking, Bonds, Credit, Banking, Structured Products, Financial Markets, Investment Strategies, Financial Structuring
Education
UCLA Anderson School of Management 1991 — 1993
MBA, Finance
University of California, Los Angeles 1982 — 1985
Ph.D., Engineering and Applied Science
University of California, Los Angeles 1976 — 1982
B.S., M.S., Engineering Degree, Engineering and Applied Science
University of Southern California 1975 — 1976
Mehcanical Engineering
Sharif University of Technology 1974 — 1975
Mechanical Engineering
Keenan Klett's NewOak Capital Experience March 2013 - August 2014
Job Associate at SunCap Property Group
Industry Real Estate
Experience
SunCap Property Group January 2015 - Present
412 Properties August 2014 - Present
NewOak Capital March 2013 - August 2014
Tidal Labs 2012 - 2013
JP Morgan June 2010 - August 2010
United States Third Circuit Court of Appeals May 2009 - July 2009
Skills
Financial Modeling, Venture Capital, Financial Analysis, Start-ups, Courts, Entrepreneurship, Leadership, Investments, Valuation, High Yield Bonds, Asset Management, Bond Pricing, Corporate Law, Microsoft Excel, Contract Negotiation, Mergers & Acquisitions, Real Estate
Education
Penn State Law 2008 — 2011
Juris Doctor (J.D.), Law
Bucknell University 2004 — 2008
BA, Economics
SunCap Property Group January 2015 - Present
412 Properties August 2014 - Present
NewOak Capital March 2013 - August 2014
Tidal Labs 2012 - 2013
JP Morgan June 2010 - August 2010
United States Third Circuit Court of Appeals May 2009 - July 2009
Skills
Financial Modeling, Venture Capital, Financial Analysis, Start-ups, Courts, Entrepreneurship, Leadership, Investments, Valuation, High Yield Bonds, Asset Management, Bond Pricing, Corporate Law, Microsoft Excel, Contract Negotiation, Mergers & Acquisitions, Real Estate
Education
Penn State Law 2008 — 2011
Juris Doctor (J.D.), Law
Bucknell University 2004 — 2008
BA, Economics
Christian Wright Christian Wright's NewOak Capital Experience July 2013 - August 2013
Job Summer Intern at BGC Partners
Industry
Experience
BGC Partners June 2014 - Present
NewOak Capital July 2013 - August 2013
Skills
Microsoft Excel, PowerPoint
Education
The Johns Hopkins University 2011 — 2015
Bachelor of Arts (BA) International Studies
Fordham Preparatory School 2007 — 2011
BGC Partners June 2014 - Present
NewOak Capital July 2013 - August 2013
Skills
Microsoft Excel, PowerPoint
Education
The Johns Hopkins University 2011 — 2015
Bachelor of Arts (BA) International Studies
Fordham Preparatory School 2007 — 2011
Robert Koval Robert Koval's NewOak Capital Experience October 2014 - Present
Job Mortgage Underwriter at NewOak Capital
Industry Financial Services
Experience
NewOak Capital October 2014 - Present
LenderLive Network 2012 - 2013
ISGN 2010 - 2012
Wachovia Mortgage 2005 - 2009
Countrywide Home Loans 2000 - 2005
Skills
Loans, Mortgage Lending, Credit, Mortgage Banking, Loan Origination, Residential Mortgages, Refinance, Mortgage Underwriting, FHA, Loss Mitigation, Mortgage Servicing, Loan Servicing, Underwriting, Credit Analysis, Banking, Credit Risk, Completed the NMLS Safe...
Education
Southern Connecticut State University
Bachelor's degree, Accounting and Computer Science
NewOak Capital October 2014 - Present
LenderLive Network 2012 - 2013
ISGN 2010 - 2012
Wachovia Mortgage 2005 - 2009
Countrywide Home Loans 2000 - 2005
Skills
Loans, Mortgage Lending, Credit, Mortgage Banking, Loan Origination, Residential Mortgages, Refinance, Mortgage Underwriting, FHA, Loss Mitigation, Mortgage Servicing, Loan Servicing, Underwriting, Credit Analysis, Banking, Credit Risk, Completed the NMLS Safe...
Education
Southern Connecticut State University
Bachelor's degree, Accounting and Computer Science
Meredith Coppola's NewOak Capital Experience February 2014 - Present
Job Attorney
Industry Law Practice
Experience
NewOak Capital February 2014 - Present
Rosicki Rosicki and Associates October 2012 - February 2014
NYC Department of Environmental Protection January 2012 - April 2012
NYS Assembly Member Kavanagh September 2011 - November 2011
NYC Department of Homeless Services February 2011 - August 2011
MFY Legal Services September 2010 - December 2010
City of New York, Department of Homeless Services May 2010 - August 2010
Nassau County Office of Housing and Homeless Services May 2009 - August 2009
Nassau County 2009 - 2009
Community Development Corporation of Long Island May 2008 - August 2008
Education
New York University 2014 — 2016
Master's Degree, Real Estate Development
New York Law School 2009 — 2012
JD
University of Michigan 2005 — 2009
BA, Sociology and Political Science
NewOak Capital February 2014 - Present
Rosicki Rosicki and Associates October 2012 - February 2014
NYC Department of Environmental Protection January 2012 - April 2012
NYS Assembly Member Kavanagh September 2011 - November 2011
NYC Department of Homeless Services February 2011 - August 2011
MFY Legal Services September 2010 - December 2010
City of New York, Department of Homeless Services May 2010 - August 2010
Nassau County Office of Housing and Homeless Services May 2009 - August 2009
Nassau County 2009 - 2009
Community Development Corporation of Long Island May 2008 - August 2008
Education
New York University 2014 — 2016
Master's Degree, Real Estate Development
New York Law School 2009 — 2012
JD
University of Michigan 2005 — 2009
BA, Sociology and Political Science
Michael K. Huber's NewOak Capital Experience February 2013 - 2013
Job Staff Attorney at Paul, Weiss, Rifkind, Wharton & Garrison LLP
Industry Law Practice
Experience
Paul, Weiss, Rifkind, Wharton & Garrison LLP August 2013 - Present
Rosensteel Law May 2010 - February 2013
NewOak Capital February 2013 - 2013
Westfield Public Schools December 2008 - June 2009
Legal Aid Society January 2009 - May 2009
Skills
German language, Legal Research, German, Corporate Law
Education
New York Law School 2009 — 2012
Franklin & Marshall College 2004 — 2008
B.A., Government; German Language
Paul, Weiss, Rifkind, Wharton & Garrison LLP August 2013 - Present
Rosensteel Law May 2010 - February 2013
NewOak Capital February 2013 - 2013
Westfield Public Schools December 2008 - June 2009
Legal Aid Society January 2009 - May 2009
Skills
German language, Legal Research, German, Corporate Law
Education
New York Law School 2009 — 2012
Franklin & Marshall College 2004 — 2008
B.A., Government; German Language
Jessica Enriquez Jessica Enriquez's NewOak Capital Experience March 2013 - Present
Job Senior Mortgage Underwriter
Industry Financial Services
Experience
NewOak Capital March 2013 - Present
Primerica April 2003 - Present
The Road Adventure March 2007 - Present
Recovco Mortgage Management April 2014 - August 2014
Amerisave Mortgage Corporation 2012 - February 2013
Accenture 2011 - 2012
JPMorgan Chase 2011 - 2011
Bank of America 2010 - 2011
The Mortgage Equity Team LLC February 1999 - August 2010
Skills
Strategic Financial..., Risk Management, Team Building, Mortgage Lending, Mortgage Banking, Refinance, Team Leadership, Strategic Planning, Microsoft Excel, Residential Mortgages, Loans, Microsoft Word, Reverse Mortgages, PowerPoint, Underwriting, FHA, Finance, Leadership, Coaching, Credit
Education
The University of Texas at Arlington
NewOak Capital March 2013 - Present
Primerica April 2003 - Present
The Road Adventure March 2007 - Present
Recovco Mortgage Management April 2014 - August 2014
Amerisave Mortgage Corporation 2012 - February 2013
Accenture 2011 - 2012
JPMorgan Chase 2011 - 2011
Bank of America 2010 - 2011
The Mortgage Equity Team LLC February 1999 - August 2010
Skills
Strategic Financial..., Risk Management, Team Building, Mortgage Lending, Mortgage Banking, Refinance, Team Leadership, Strategic Planning, Microsoft Excel, Residential Mortgages, Loans, Microsoft Word, Reverse Mortgages, PowerPoint, Underwriting, FHA, Finance, Leadership, Coaching, Credit
Education
The University of Texas at Arlington
Mike Grogan Mike Grogan's NewOak Capital Experience April 2013 - Present
Job Associate at NewOak Capital
Industry Financial Services
Experience
NewOak Capital April 2013 - Present
Mendes & Mount September 2011 - March 2013
Sichenzia Ross Friedman Ference LLP May 2010 - April 2011
Skills
FINRA, Arbitration, Mediation, Securities, Legal Research, Legal Writing, Civil Litigation
Education
Fordham University School of Law 2008 — 2011
J.D., Law
University of Virginia 2007 — 2008
Education
University of Virginia 2003 — 2007
B.A., Biology, Psychology
NewOak Capital April 2013 - Present
Mendes & Mount September 2011 - March 2013
Sichenzia Ross Friedman Ference LLP May 2010 - April 2011
Skills
FINRA, Arbitration, Mediation, Securities, Legal Research, Legal Writing, Civil Litigation
Education
Fordham University School of Law 2008 — 2011
J.D., Law
University of Virginia 2007 — 2008
Education
University of Virginia 2003 — 2007
B.A., Biology, Psychology
Arman Tabatabai Arman Tabatabai's NewOak Capital Experience June 2013 - August 2013
Job Equity Research Junior Associate at Morgan Stanley
Industry
Experience
Morgan Stanley June 2015 - Present
Morgan Stanley May 2014 - Present
NewOak Capital June 2013 - August 2013
Dalton Sports Camp June 2010 - June 2012
WNET/Charlie Rose LLC, "The Charlie Rose Show" July 2011 - August 2011
Freud Communications July 2010 - July 2010
Skills
PowerPoint, Microsoft Word, Microsoft Excel, iMovie, Keynote, Income Tax, Access Database, ThomsonOne, Databases, Python, Final Cut Pro
Education
Colgate University 2011 — 2015
Economics (Major), Political Science (Minor), Cum Laude
The Dalton School 2007 — 2011
Morgan Stanley June 2015 - Present
Morgan Stanley May 2014 - Present
NewOak Capital June 2013 - August 2013
Dalton Sports Camp June 2010 - June 2012
WNET/Charlie Rose LLC, "The Charlie Rose Show" July 2011 - August 2011
Freud Communications July 2010 - July 2010
Skills
PowerPoint, Microsoft Word, Microsoft Excel, iMovie, Keynote, Income Tax, Access Database, ThomsonOne, Databases, Python, Final Cut Pro
Education
Colgate University 2011 — 2015
Economics (Major), Political Science (Minor), Cum Laude
The Dalton School 2007 — 2011
David West Smith's NewOak Capital Experience March 2009 - 2012
Job Venture Capital and Technology Professional
Industry Venture Capital & Private Equity
Experience
NTENT September 2014 - Present
Designed Chemistry November 2010 - Present
Global Emerging Finance and Technology 2002 - Present
Corporate Finance Partners CFP & Founders Investments 2004 - 2014
BRL Trust Serviços Fiduciários e Participações Ltda June 2010 - January 2013
NewOak Capital March 2009 - 2012
Rapid Addition Limited 2008 - 2012
Katerva September 2010 - November 2011
DebtMarket, Inc. (Acquired by NYSE:ICE) 2009 - 2011
Exigen Capital 2009 - 2009
Skills
Venture Capital, Private Equity, Mergers & Acquisitions, Due Diligence, Corporate Finance, Investment Banking, Emerging Markets, Investments, Mergers, Start-ups, Strategy, Capital Markets, Valuation, Business Development, Structured Finance, Financial Structuring, Project Finance, Corporate Development, Portfolio Management, Financial Services, Alternative Investments, Hedge Funds, Equity Research, Equities, Sustainability, Risk Management, Investor Relations, Private Placements, Downstream Oil & Gas, Polymerization, Emerging Technologies, Energy Industry, Securities Regulation, International Law, International Tax, Upstream, Petrochemical, Private Equity/Venture..., Polymers, Petroleum, Oil/Gas, Joint Ventures, Leveraged Finance, Funding, Derivatives, CMBS, Investment Managment, RMBS, Accounting, Asset Management
Education
University of Miami - School of Business 1990 — 1991
MBA, Finance and International Business
Eckerd College 1984 — 1988
BA, Social Anthropology
Universität Salzburg 1986 — 1987
Bachelors Studies, Economics and EU Law
Universidad de Granada
Spanish Studies
NTENT September 2014 - Present
Designed Chemistry November 2010 - Present
Global Emerging Finance and Technology 2002 - Present
Corporate Finance Partners CFP & Founders Investments 2004 - 2014
BRL Trust Serviços Fiduciários e Participações Ltda June 2010 - January 2013
NewOak Capital March 2009 - 2012
Rapid Addition Limited 2008 - 2012
Katerva September 2010 - November 2011
DebtMarket, Inc. (Acquired by NYSE:ICE) 2009 - 2011
Exigen Capital 2009 - 2009
Skills
Venture Capital, Private Equity, Mergers & Acquisitions, Due Diligence, Corporate Finance, Investment Banking, Emerging Markets, Investments, Mergers, Start-ups, Strategy, Capital Markets, Valuation, Business Development, Structured Finance, Financial Structuring, Project Finance, Corporate Development, Portfolio Management, Financial Services, Alternative Investments, Hedge Funds, Equity Research, Equities, Sustainability, Risk Management, Investor Relations, Private Placements, Downstream Oil & Gas, Polymerization, Emerging Technologies, Energy Industry, Securities Regulation, International Law, International Tax, Upstream, Petrochemical, Private Equity/Venture..., Polymers, Petroleum, Oil/Gas, Joint Ventures, Leveraged Finance, Funding, Derivatives, CMBS, Investment Managment, RMBS, Accounting, Asset Management
Education
University of Miami - School of Business 1990 — 1991
MBA, Finance and International Business
Eckerd College 1984 — 1988
BA, Social Anthropology
Universität Salzburg 1986 — 1987
Bachelors Studies, Economics and EU Law
Universidad de Granada
Spanish Studies
Abraham Gulko's NewOak Capital Experience June 2012 - August 2014
Job Principal @ MimiDaka Consulting
Industry Financial Services
Experience
Mimi-Daka Consulting August 2014 - Present
NewOak Capital June 2012 - August 2014
Hudson Bay Capital Management LP November 2011 - May 2012
MF Global July 2011 - November 2011
Wells Fargo June 2007 - June 2011
RUQ Mobile, LLC May 2007 - January 2008
ASPEED Software August 2001 - June 2007
Republic National Bank 1998 - 2001
OpenLink Financial March 1995 - September 1997
Instinet Incorporated February 1994 - March 1995
Skills
Portfolio Management, Electronic Trading, Distributed Systems, Asset Management, Fixed Income, Trading, Derivatives, Analytics, Equities, Due Diligence, ETFs, Enterprise Architecture, Mobile Devices, Volatility, Software Development, Risk Management, Trading Systems, Investment Banking, Financial Engineering, Bloomberg, Financial Markets, Capital Markets, Hedge Funds, Financial Services, Financial Modeling, Equity Trading, Quantitative Finance, Microsoft Excel, Equity Derivatives, FX Options, Investments
Education
Case Western Reserve University 1986 — 1992
BS EE and Applied Physics
Mimi-Daka Consulting August 2014 - Present
NewOak Capital June 2012 - August 2014
Hudson Bay Capital Management LP November 2011 - May 2012
MF Global July 2011 - November 2011
Wells Fargo June 2007 - June 2011
RUQ Mobile, LLC May 2007 - January 2008
ASPEED Software August 2001 - June 2007
Republic National Bank 1998 - 2001
OpenLink Financial March 1995 - September 1997
Instinet Incorporated February 1994 - March 1995
Skills
Portfolio Management, Electronic Trading, Distributed Systems, Asset Management, Fixed Income, Trading, Derivatives, Analytics, Equities, Due Diligence, ETFs, Enterprise Architecture, Mobile Devices, Volatility, Software Development, Risk Management, Trading Systems, Investment Banking, Financial Engineering, Bloomberg, Financial Markets, Capital Markets, Hedge Funds, Financial Services, Financial Modeling, Equity Trading, Quantitative Finance, Microsoft Excel, Equity Derivatives, FX Options, Investments
Education
Case Western Reserve University 1986 — 1992
BS EE and Applied Physics
Candice Nonas's NewOak Capital Experience 2009 - 2011
Job Risk Management Executive
Industry Financial Services
Experience
GE Capital January 2014 - Present
FDIC January 2013 - January 2014
Bank of America 2011 - 2013
NewOak Capital 2009 - 2011
Fortis Investments July 2006 - August 2008
Barclays Capital May 2004 - June 2006
Moody's Investors Service April 2000 - April 2004
Skills
Derivatives, Risk Management, Credit Risk, Due Diligence, Alternative Investments, Capital Markets, Financial Modeling, Portfolio Management, Market Risk, Valuation, Fixed Income, Financial Risk, Investment Banking, Enterprise Risk..., Structured Finance, Asset Management, Financial Institutions, Hedge Funds, Credit, Securities, Bloomberg, Corporate Finance, Asset Managment, Critical Thinking, Equities, Financial Services, Financial Markets, Credit Analysis, Financial Structuring, RMBS/ABS, Buy Side Asset..., Global Regulatory..., CCAR, Recovery Planning, Stress Testing, Capital Policy, Governance, Risk Policy, Swaps, Repos, Loans, Leases, Structured Securities, Commercial Paper, Bonds, Treasury, Congress, SEC, Mortgage Lending, Pension Funds
Education
Columbia University in the City of New York
Master's degree
GE Capital January 2014 - Present
FDIC January 2013 - January 2014
Bank of America 2011 - 2013
NewOak Capital 2009 - 2011
Fortis Investments July 2006 - August 2008
Barclays Capital May 2004 - June 2006
Moody's Investors Service April 2000 - April 2004
Skills
Derivatives, Risk Management, Credit Risk, Due Diligence, Alternative Investments, Capital Markets, Financial Modeling, Portfolio Management, Market Risk, Valuation, Fixed Income, Financial Risk, Investment Banking, Enterprise Risk..., Structured Finance, Asset Management, Financial Institutions, Hedge Funds, Credit, Securities, Bloomberg, Corporate Finance, Asset Managment, Critical Thinking, Equities, Financial Services, Financial Markets, Credit Analysis, Financial Structuring, RMBS/ABS, Buy Side Asset..., Global Regulatory..., CCAR, Recovery Planning, Stress Testing, Capital Policy, Governance, Risk Policy, Swaps, Repos, Loans, Leases, Structured Securities, Commercial Paper, Bonds, Treasury, Congress, SEC, Mortgage Lending, Pension Funds
Education
Columbia University in the City of New York
Master's degree
Max Asciutto's NewOak Capital Experience January 2012 - January 2013
Job Vice President at O'Shaughnessy Asset Management, LLC (OSAM)
Industry Internet
Experience
O'Shaughnessy Asset Management, LLC (OSAM) October 2014 - Present
LetsGoOrder.com / RestaurantLadder.com December 2011 - October 2014
NewOak Capital January 2012 - January 2013
PRIMA Multimedia January 2006 - January 2013
NewOak Capital 2010 - 2010
Gabelli Asset Management January 2009 - August 2009
GHI June 2008 - September 2008
Airtime Media January 2007 - August 2007
Stamford Museum & Nature Center September 2005 - August 2006
Skills
Hedge Funds, Website Development, Web Applications, Marketing, E-commerce, CSS, Wordpress, Email Marketing, jQuery, Web Analytics, Databases, Information Architecture, Start-ups, Web Design, Web Development, Food & Beverage, WordPress, Cloud Computing, SEO, Entrepreneurship, Sales, C#
Education
Northeastern University 2007 — 2011
Finance & Marketing
O'Shaughnessy Asset Management, LLC (OSAM) October 2014 - Present
LetsGoOrder.com / RestaurantLadder.com December 2011 - October 2014
NewOak Capital January 2012 - January 2013
PRIMA Multimedia January 2006 - January 2013
NewOak Capital 2010 - 2010
Gabelli Asset Management January 2009 - August 2009
GHI June 2008 - September 2008
Airtime Media January 2007 - August 2007
Stamford Museum & Nature Center September 2005 - August 2006
Skills
Hedge Funds, Website Development, Web Applications, Marketing, E-commerce, CSS, Wordpress, Email Marketing, jQuery, Web Analytics, Databases, Information Architecture, Start-ups, Web Design, Web Development, Food & Beverage, WordPress, Cloud Computing, SEO, Entrepreneurship, Sales, C#
Education
Northeastern University 2007 — 2011
Finance & Marketing
Ram S. Nehra, CFA's NewOak Capital Experience June 2010 - August 2010
Job Group Lead, High Risk Account Management at Barclays
Industry Financial Services
Experience
Barclays July 2015 - Present
Barclays October 2013 - June 2015
Barclays August 2011 - September 2013
NewOak Capital June 2010 - August 2010
Capital One January 2007 - August 2009
Capital One August 2005 - December 2006
Cambridge Systematics July 2004 - August 2005
University of South Florida August 2002 - May 2004
Skills
Investment Banking, Credit Risk, Financial Modeling, SAS, Valuation, Statistical Modeling, Analytics, Data Analysis, Risk Management, Financial Analysis, Strategy, Business Strategy, Forecasting, Program Management, Credit Cards, Segmentation, Banking, Business Analysis, Portfolio Management, Financial Services, Credit, Management, Project Planning, Corporate Finance
Education
University of Virginia - Darden Graduate School of Business Administration 2009 — 2011
MBA, Business Administration and Management, General
University of South Florida 2002 — 2004
MS, Transportation Systems Engineering
Indian Institute of Technology, Delhi 1998 — 2002
B.Tech., Civil Engineering
Barclays July 2015 - Present
Barclays October 2013 - June 2015
Barclays August 2011 - September 2013
NewOak Capital June 2010 - August 2010
Capital One January 2007 - August 2009
Capital One August 2005 - December 2006
Cambridge Systematics July 2004 - August 2005
University of South Florida August 2002 - May 2004
Skills
Investment Banking, Credit Risk, Financial Modeling, SAS, Valuation, Statistical Modeling, Analytics, Data Analysis, Risk Management, Financial Analysis, Strategy, Business Strategy, Forecasting, Program Management, Credit Cards, Segmentation, Banking, Business Analysis, Portfolio Management, Financial Services, Credit, Management, Project Planning, Corporate Finance
Education
University of Virginia - Darden Graduate School of Business Administration 2009 — 2011
MBA, Business Administration and Management, General
University of South Florida 2002 — 2004
MS, Transportation Systems Engineering
Indian Institute of Technology, Delhi 1998 — 2002
B.Tech., Civil Engineering
Bjoern Weidlich's NewOak Capital Experience July 2012 - January 2015
Job Software Engineer at Lending Club
Industry Financial Services
Experience
Lending Club February 2015 - Present
NewOak Capital July 2012 - January 2015
NewOak Capital May 2011 - July 2012
Clark University September 2007 - May 2011
ALICO June 2010 - August 2010
Initial Advantage September 2007 - May 2010
Abadare Conservation Society June 2009 - July 2009
Maryland Capital Advisors Inc. May 2009 - May 2009
Z1 Technologies June 2008 - August 2008
Seth Godin's Marketing Tribe May 2008 - July 2008
Skills
Intex Desktop, Bloomberg Terminal, SQL, CSS, HTML, Fixed Income, Bloomberg, Financial Modeling, Java, Excel, SQL Server, Python, MongoDB, Excel's Bloomberg API, JavaScript, Node.js, angularjs, Spring MVC, Spring, Microsoft Excel, Microsoft SQL Server, Finance, Agile Methodologies
Education
Clark University 2010 — 2011
MBA, Finance
Clark University 2006 — 2010
BA, Economics
The Key School 2004 — 2006
high school
Canisius Kolleg 2000 — 2004
Lending Club February 2015 - Present
NewOak Capital July 2012 - January 2015
NewOak Capital May 2011 - July 2012
Clark University September 2007 - May 2011
ALICO June 2010 - August 2010
Initial Advantage September 2007 - May 2010
Abadare Conservation Society June 2009 - July 2009
Maryland Capital Advisors Inc. May 2009 - May 2009
Z1 Technologies June 2008 - August 2008
Seth Godin's Marketing Tribe May 2008 - July 2008
Skills
Intex Desktop, Bloomberg Terminal, SQL, CSS, HTML, Fixed Income, Bloomberg, Financial Modeling, Java, Excel, SQL Server, Python, MongoDB, Excel's Bloomberg API, JavaScript, Node.js, angularjs, Spring MVC, Spring, Microsoft Excel, Microsoft SQL Server, Finance, Agile Methodologies
Education
Clark University 2010 — 2011
MBA, Finance
Clark University 2006 — 2010
BA, Economics
The Key School 2004 — 2006
high school
Canisius Kolleg 2000 — 2004
Michael Tano, CMB, CRO, AMP, CRU's NewOak Capital Experience January 2014 - September 2015
Job Manager, Production Operations at Pacific Union Financial, LLC
Industry Financial Services
Experience
Pacific Union Financial, LLC September 2015 - Present
NewOak Capital January 2014 - September 2015
Wells Fargo Home Mortgage August 2013 - December 2013
Wingspan Portfolio Advisors December 2012 - July 2013
Bank of America July 2011 - December 2012
AllRegs January 2007 - December 2011
Bank of America August 2010 - July 2011
Bank of America April 2009 - August 2010
Beach Community Mortgage November 2005 - March 2009
Weichert Financial Services April 2005 - November 2005
Skills
Credit, FHA, Mortgage Lending, Loans, VA, Residential, Underwriting, Customer Satisfaction, Compliance, Sales Management, Customer Relations, Risk Management, Process Improvement, Strategic Planning, New Business Development, Team Building, Team Leadership, Operations Management, Public Speaking, Consultative Selling, Retail, PowerPoint, Problem Solving, Business Strategy, First Time Home Buyers, Mortgage Banking, Word, Change Management, Microsoft Office, Analysis, Marketing Strategy, Outlook, Selling, Coaching, Excel, Mortgage, Customer Service, Loan Origination, Management, Marketing, Microsoft Excel, Microsoft Word, Portfolio Management, Real Estate, Residential Homes, Residential Mortgages, Sales, Training, Leadership, Refinance
Education
Southern New Hampshire University 2012 — 2015
Master of Business Administration (M.B.A.), Corporate Sustainability, 3.88
Florida State University 1993 — 1997
B.S., Sociology/Business
Northwest Florida State College 1991 — 1993
A.A., Business
Fort Walton Beach High School 1989 — 1991
Pacific Union Financial, LLC September 2015 - Present
NewOak Capital January 2014 - September 2015
Wells Fargo Home Mortgage August 2013 - December 2013
Wingspan Portfolio Advisors December 2012 - July 2013
Bank of America July 2011 - December 2012
AllRegs January 2007 - December 2011
Bank of America August 2010 - July 2011
Bank of America April 2009 - August 2010
Beach Community Mortgage November 2005 - March 2009
Weichert Financial Services April 2005 - November 2005
Skills
Credit, FHA, Mortgage Lending, Loans, VA, Residential, Underwriting, Customer Satisfaction, Compliance, Sales Management, Customer Relations, Risk Management, Process Improvement, Strategic Planning, New Business Development, Team Building, Team Leadership, Operations Management, Public Speaking, Consultative Selling, Retail, PowerPoint, Problem Solving, Business Strategy, First Time Home Buyers, Mortgage Banking, Word, Change Management, Microsoft Office, Analysis, Marketing Strategy, Outlook, Selling, Coaching, Excel, Mortgage, Customer Service, Loan Origination, Management, Marketing, Microsoft Excel, Microsoft Word, Portfolio Management, Real Estate, Residential Homes, Residential Mortgages, Sales, Training, Leadership, Refinance
Education
Southern New Hampshire University 2012 — 2015
Master of Business Administration (M.B.A.), Corporate Sustainability, 3.88
Florida State University 1993 — 1997
B.S., Sociology/Business
Northwest Florida State College 1991 — 1993
A.A., Business
Fort Walton Beach High School 1989 — 1991
Antonio Cabral's NewOak Capital Experience January 2013 - December 2013
Job System Analyst at St. Francis Hospital
Industry Financial Services
Experience
St. Francis Hospital January 2014 - Present
NewOak Capital January 2013 - December 2013
Clayton June 2003 - December 2012
Clayton Euro Risk 2008 - 2008
The Hartford October 2001 - May 2003
BrandDirect January 2000 - October 2001
Fleet Bank October 1983 - December 2000
Skills
Capital Markets, Loans, Credit Analysis, Due Diligence, Credit, Risk, Underwriting, Residential Mortgages, Credit Risk, Mortgage, Mortgage Lending, Banking, Risk Management, Financial Risk, Investments, Asset Managment, Portfolio Management, Finance, Fixed Income, Financial Analysis, Strategy, Business Development, Management, Loan Origination, Loan Servicing, Mortgage Banking, CRM, Loss Mitigation, Financial Services, Valuation, Mortgage Servicing, Investment Banking, Relationship Management, Process Improvement, Asset Management, Business Analysis, Financial Modeling, Recruiting, Commercial Lending, Securities, Asset, Mortgage Underwriting, Funding, Commercial Banking, Selling, Refinance, Consumer Lending, Operational Risk, Structured Finance, Mutual Funds
Education
Albertus Magnus College
Bachelor's degree, Business Administration and Management, General
GHCC
St. Francis Hospital January 2014 - Present
NewOak Capital January 2013 - December 2013
Clayton June 2003 - December 2012
Clayton Euro Risk 2008 - 2008
The Hartford October 2001 - May 2003
BrandDirect January 2000 - October 2001
Fleet Bank October 1983 - December 2000
Skills
Capital Markets, Loans, Credit Analysis, Due Diligence, Credit, Risk, Underwriting, Residential Mortgages, Credit Risk, Mortgage, Mortgage Lending, Banking, Risk Management, Financial Risk, Investments, Asset Managment, Portfolio Management, Finance, Fixed Income, Financial Analysis, Strategy, Business Development, Management, Loan Origination, Loan Servicing, Mortgage Banking, CRM, Loss Mitigation, Financial Services, Valuation, Mortgage Servicing, Investment Banking, Relationship Management, Process Improvement, Asset Management, Business Analysis, Financial Modeling, Recruiting, Commercial Lending, Securities, Asset, Mortgage Underwriting, Funding, Commercial Banking, Selling, Refinance, Consumer Lending, Operational Risk, Structured Finance, Mutual Funds
Education
Albertus Magnus College
Bachelor's degree, Business Administration and Management, General
GHCC
Al Sciarretti's NewOak Capital Experience May 2013 - Present
Job Director at NewOak Capital
Industry Financial Services
Experience
NewOak Capital May 2013 - Present
The National Group April 2011 - November 2012
FedEx Office May 2008 - April 2011
Clayton July 2003 - July 2007
Mortgage Lenders Network 2000 - 2003
Skills
Banking, Portfolio Management, Credit, Mortgage Lending, Asset Management, Loans, Risk Management, Underwriting, Account Management, Asset Managment, Real Estate, Selling, Leadership, Vendor Management, Financial Analysis, Foreclosures, Sales, Credit Analysis, Customer Service, Team Building, Mortgage Banking, Loss Mitigation, Process Improvement
Education
University of New Haven
NewOak Capital May 2013 - Present
The National Group April 2011 - November 2012
FedEx Office May 2008 - April 2011
Clayton July 2003 - July 2007
Mortgage Lenders Network 2000 - 2003
Skills
Banking, Portfolio Management, Credit, Mortgage Lending, Asset Management, Loans, Risk Management, Underwriting, Account Management, Asset Managment, Real Estate, Selling, Leadership, Vendor Management, Financial Analysis, Foreclosures, Sales, Credit Analysis, Customer Service, Team Building, Mortgage Banking, Loss Mitigation, Process Improvement
Education
University of New Haven
Deric Bradford's NewOak Capital Experience July 2009 - August 2010
Job Director Global Markets Securitization at Credit Agricole CIB
Industry Capital Markets
Experience
Credit Agricole CIB April 2014 - Present
Credit Agricole CIB August 2010 - April 2014
NewOak Capital July 2009 - August 2010
HSBC May 2003 - January 2008
WestLB AG March 2003 - May 2003
WestLB AG June 2001 - March 2003
Sanford C. Bernstein January 2001 - June 2001
The Alliance Group Consulting October 1998 - June 2000
Skills
Structuring, ABS, Fixed Income, Securitization, Real Estate Investor, Financial Markets, Investment Banking, Financial Structuring, Derivatives, Structured Finance, Portfolio Management, Loan Origination, Hedge Funds
Education
University of California, Santa Barbara 1996 — 2000
B.A., Business - Economics w/ Accounting Emphasis
Credit Agricole CIB April 2014 - Present
Credit Agricole CIB August 2010 - April 2014
NewOak Capital July 2009 - August 2010
HSBC May 2003 - January 2008
WestLB AG March 2003 - May 2003
WestLB AG June 2001 - March 2003
Sanford C. Bernstein January 2001 - June 2001
The Alliance Group Consulting October 1998 - June 2000
Skills
Structuring, ABS, Fixed Income, Securitization, Real Estate Investor, Financial Markets, Investment Banking, Financial Structuring, Derivatives, Structured Finance, Portfolio Management, Loan Origination, Hedge Funds
Education
University of California, Santa Barbara 1996 — 2000
B.A., Business - Economics w/ Accounting Emphasis
Wayne Kropp's NewOak Capital Experience August 2014 - Present
Job Analysis of loans in mortgage pools
Industry Banking
Experience
NewOak Capital August 2014 - Present
Nationstar Mortgage Wholesale Lending October 2012 - August 2013
JPMorgan August 2009 - September 2012
American Home Mortgage September 2005 - August 2007
Skills
Mortgage Lending, Credit Analysis, Mortgage Underwriting, Residential Mortgages, Refinance, Consumer Lending, Mortgage Banking, Banking, FHA, Loans, Risk Management
Education
Fashion Institute of Technology 1985 — 1987
Bachelor's degree, International Marketing
Fashion Institute of Technology
Bachelor's degree, International Marketing
Fashion Institute of Technology 1984 — 1985
Associate of Arts and Sciences (A.A.S.), Fashion Buying and Merchandising
Fashion Institute of Technology 1982 — 1984
Associate of Arts (A.A.), Design and Applied Arts
NewOak Capital August 2014 - Present
Nationstar Mortgage Wholesale Lending October 2012 - August 2013
JPMorgan August 2009 - September 2012
American Home Mortgage September 2005 - August 2007
Skills
Mortgage Lending, Credit Analysis, Mortgage Underwriting, Residential Mortgages, Refinance, Consumer Lending, Mortgage Banking, Banking, FHA, Loans, Risk Management
Education
Fashion Institute of Technology 1985 — 1987
Bachelor's degree, International Marketing
Fashion Institute of Technology
Bachelor's degree, International Marketing
Fashion Institute of Technology 1984 — 1985
Associate of Arts and Sciences (A.A.S.), Fashion Buying and Merchandising
Fashion Institute of Technology 1982 — 1984
Associate of Arts (A.A.), Design and Applied Arts
Bill Twombly's NewOak Capital Experience 2012 - May 2014
Job Chief Operating Officer
Industry Banking
Experience
Investors Consulting Group June 2014 - Present
NewOak Capital 2012 - May 2014
UBS Investment Bank May 2004 - January 2012
The Clayton Group October 2002 - May 2004
Deutsche Bank April 2002 - October 2002
Paine Webber January 1993 - September 1997
Skills
Structured Finance, Financial Structuring, Investments, Equities, Financial Modeling, Financial Services, Finance, Financial Analysis, Commercial Lending, Mergers & Acquisitions, Structured Products, Hedge Funds
Education
Suffolk University 1982 — 1984
Business Finance
Investors Consulting Group June 2014 - Present
NewOak Capital 2012 - May 2014
UBS Investment Bank May 2004 - January 2012
The Clayton Group October 2002 - May 2004
Deutsche Bank April 2002 - October 2002
Paine Webber January 1993 - September 1997
Skills
Structured Finance, Financial Structuring, Investments, Equities, Financial Modeling, Financial Services, Finance, Financial Analysis, Commercial Lending, Mergers & Acquisitions, Structured Products, Hedge Funds
Education
Suffolk University 1982 — 1984
Business Finance
Anita DeBarge's NewOak Capital Experience January 2013 - April 2013
Job Owner, Monarch Financial Services, Inc.
Industry Banking
Experience
Cognitive Options Group, LLC April 2013 - March 2014
NewOak Capital January 2013 - April 2013
Promontory Financial Group, LLC August 2011 - January 2013
Bank of America May 2011 - August 2011
Monarch Financial Services, Inc. January 1994 - August 2011
Wells Fargo Advisors October 2010 - May 2011
PHH Mortgage April 2010 - October 2010
Wells Fargo February 2009 - August 2009
FDIC October 2008 - March 2009
NovaStar Mortgage March 2006 - September 2008
Skills
Mortgage Banking, Mortgage Lending, Underwriting, FHA, Due Diligence, Loan Origination, Credit Analysis, Risk Management, Real Estate, Financial Analysis, Commercial Lending, Financial Policies &..., Portfolio Management, HAMP, Drafting Policies, FNMA, FHLMC, VA loans, Residential Mortgages, Auditing, Software Documentation, Computer Science, Commercial Real Estate..., Foreclosures, Credit, Finance, Loss Mitigation, Banking, Analysis, Mortgage Underwriting, Loans, Investments, Investment Properties, REO, Operational Risk..., Executive Management, Appraisals, Capital Markets, Valuation, Default, Operational Risk, Leadership, Refinance
Education
American School Of Mortgage Banking
Principles Of Real Estate, Real Estate
Ashford University
Business Administration
Irvine Valley College
Associate's degree, Computer Science
Cognitive Options Group, LLC April 2013 - March 2014
NewOak Capital January 2013 - April 2013
Promontory Financial Group, LLC August 2011 - January 2013
Bank of America May 2011 - August 2011
Monarch Financial Services, Inc. January 1994 - August 2011
Wells Fargo Advisors October 2010 - May 2011
PHH Mortgage April 2010 - October 2010
Wells Fargo February 2009 - August 2009
FDIC October 2008 - March 2009
NovaStar Mortgage March 2006 - September 2008
Skills
Mortgage Banking, Mortgage Lending, Underwriting, FHA, Due Diligence, Loan Origination, Credit Analysis, Risk Management, Real Estate, Financial Analysis, Commercial Lending, Financial Policies &..., Portfolio Management, HAMP, Drafting Policies, FNMA, FHLMC, VA loans, Residential Mortgages, Auditing, Software Documentation, Computer Science, Commercial Real Estate..., Foreclosures, Credit, Finance, Loss Mitigation, Banking, Analysis, Mortgage Underwriting, Loans, Investments, Investment Properties, REO, Operational Risk..., Executive Management, Appraisals, Capital Markets, Valuation, Default, Operational Risk, Leadership, Refinance
Education
American School Of Mortgage Banking
Principles Of Real Estate, Real Estate
Ashford University
Business Administration
Irvine Valley College
Associate's degree, Computer Science
Scott Hirsch's NewOak Capital Experience November 2010 - June 2012
Job Structured Finance Pprofessional
Industry Financial Services
Experience
Capital Forensics 2008 - Present
NewOak Capital November 2010 - June 2012
Citigroup 2005 - 2008
ACC Capital Holdings 2005 - 2007
Education
The University of Chicago 1994 — 1996
MBA, Finance, Accounting
University of Pennsylvania - The Wharton School 1987 — 1991
BSE, Finance
Capital Forensics 2008 - Present
NewOak Capital November 2010 - June 2012
Citigroup 2005 - 2008
ACC Capital Holdings 2005 - 2007
Education
The University of Chicago 1994 — 1996
MBA, Finance, Accounting
University of Pennsylvania - The Wharton School 1987 — 1991
BSE, Finance
Greg Kavovit's NewOak Capital Experience February 2013 - Present
Job Senior Credit Officer at NewOak Capital
Industry Banking
Experience
NewOak Capital February 2013 - Present
Savings Bank of Danbury July 2008 - February 2013
Saxon Mortgage, A Morgan Stanley Company March 2007 - February 2008
Fremont Investment and Loan March 2004 - March 2007
Skills
Operations Management, Underwriting, Mortgage Lending, Mortgage, Loans, Mortgage Banking, FHA, Credit, Conventional, Refinance, Banking, Customer Service, Purchase, Loan Origination, Residential, First Time Home Buyers, Team Building, Compliance, Construction Loans, Sales Management, Credit Analysis, Investment Properties, Coaching, Home, Team Leadership, Mortgage Industry, Residential Mortgages, Conforming, Real Estate, Sales, Residential Homes, Commercial Lending, USDA, VA loans
Education
Siena College 1985 — 1989
BS, Finance
NewOak Capital February 2013 - Present
Savings Bank of Danbury July 2008 - February 2013
Saxon Mortgage, A Morgan Stanley Company March 2007 - February 2008
Fremont Investment and Loan March 2004 - March 2007
Skills
Operations Management, Underwriting, Mortgage Lending, Mortgage, Loans, Mortgage Banking, FHA, Credit, Conventional, Refinance, Banking, Customer Service, Purchase, Loan Origination, Residential, First Time Home Buyers, Team Building, Compliance, Construction Loans, Sales Management, Credit Analysis, Investment Properties, Coaching, Home, Team Leadership, Mortgage Industry, Residential Mortgages, Conforming, Real Estate, Sales, Residential Homes, Commercial Lending, USDA, VA loans
Education
Siena College 1985 — 1989
BS, Finance
Fan Huang's NewOak Capital Experience March 2009 - June 2010
Job CMBS New Issue | Commercial Real Estate
Industry Financial Services
Experience
Morningstar October 2010 - Present
NewOak Capital March 2009 - June 2010
Woori Global Markets Asia 2008 - 2009
Deutsche Bank March 2006 - May 2008
Standard & Poor's January 2004 - February 2006
Skills
Valuation, Financial Modeling, Capital Markets, Financial Analysis, Portfolio Management, Fixed Income, Equities, Bloomberg, Investment Banking, Asset Management, Investments, Financial Markets
Education
University of Michigan 2000 — 2003
Bachelor of Arts (B.A.), Economics & French
Columbia University - Columbia Business School
London Business School
Morningstar October 2010 - Present
NewOak Capital March 2009 - June 2010
Woori Global Markets Asia 2008 - 2009
Deutsche Bank March 2006 - May 2008
Standard & Poor's January 2004 - February 2006
Skills
Valuation, Financial Modeling, Capital Markets, Financial Analysis, Portfolio Management, Fixed Income, Equities, Bloomberg, Investment Banking, Asset Management, Investments, Financial Markets
Education
University of Michigan 2000 — 2003
Bachelor of Arts (B.A.), Economics & French
Columbia University - Columbia Business School
London Business School
Maya Khodos's NewOak Capital Experience October 2011 - April 2012
Job Assistant General Counsel at New York City Employees' Retirement System (NYCERS)
Industry Legal Services
Experience
New York City Employees' Retirement System (NYCERS) August 2015 - Present
The Honorable Carolyn Demarest January 2014 - August 2015
New York City Transit September 2013 - January 2014
Fordham Law School August 2010 - May 2013
Fordham Law Tax & Consumer Protection Litigation Clinic May 2012 - December 2012
NewOak Capital October 2011 - April 2012
The Honorable Melvin Schweitzer June 2011 - September 2011
First Advantage Litigation Consulting August 2009 - July 2010
Skills
Legal Writing, Legal Research, Westlaw, Litigation, Research, Microsoft Excel, Microsoft Word, Microsoft Office, Civil Litigation
Education
Boston University 2005 — 2009
Bachelor's degree, Economics
Boston University 2005 — 2009
Bachelor's degree, Economics
Fordham University School of Law
Fordham University School of Law
New York City Employees' Retirement System (NYCERS) August 2015 - Present
The Honorable Carolyn Demarest January 2014 - August 2015
New York City Transit September 2013 - January 2014
Fordham Law School August 2010 - May 2013
Fordham Law Tax & Consumer Protection Litigation Clinic May 2012 - December 2012
NewOak Capital October 2011 - April 2012
The Honorable Melvin Schweitzer June 2011 - September 2011
First Advantage Litigation Consulting August 2009 - July 2010
Skills
Legal Writing, Legal Research, Westlaw, Litigation, Research, Microsoft Excel, Microsoft Word, Microsoft Office, Civil Litigation
Education
Boston University 2005 — 2009
Bachelor's degree, Economics
Boston University 2005 — 2009
Bachelor's degree, Economics
Fordham University School of Law
Fordham University School of Law
David Schell's NewOak Capital Experience 2008 - 2009
Job Executive Director at UBS Investment Bank
Industry Commercial Real Estate
Experience
UBS Investment Bank June 2011 - Present
Morgan Stanley 2010 - 2011
Credit Suisse 2009 - 2010
NewOak Capital 2008 - 2009
Barclays Capital 2008 - 2008
Lehman Brothers 2005 - 2008
Skills
CMBS, Valuation, Due Diligence, Capital Markets, Real Estate Economics, Financial Modeling, Fixed Income, MBS, CDO, Securitization, Financial Structuring, Equities, Private Equity, Structured Finance, Mezzanine, Bloomberg, Structured Products, Portfolio Management, Credit, Investments, Investment Banking, Real Estate Financing, ABS, Asset Management, Hedge Funds
Education
University of Pennsylvania - The Wharton School 2001 — 2004
UBS Investment Bank June 2011 - Present
Morgan Stanley 2010 - 2011
Credit Suisse 2009 - 2010
NewOak Capital 2008 - 2009
Barclays Capital 2008 - 2008
Lehman Brothers 2005 - 2008
Skills
CMBS, Valuation, Due Diligence, Capital Markets, Real Estate Economics, Financial Modeling, Fixed Income, MBS, CDO, Securitization, Financial Structuring, Equities, Private Equity, Structured Finance, Mezzanine, Bloomberg, Structured Products, Portfolio Management, Credit, Investments, Investment Banking, Real Estate Financing, ABS, Asset Management, Hedge Funds
Education
University of Pennsylvania - The Wharton School 2001 — 2004
Brock Wolf's NewOak Capital Experience June 2009 - March 2011
Job Executive Director at Natixis
Industry Financial Services
Experience
Natixis January 2013 - Present
Brevet Capital Management March 2011 - January 2013
NewOak Capital June 2009 - March 2011
Garrison Investment Group July 2008 - June 2009
UBS Investment Bank 2006 - 2008
Lehman Brothers 2002 - 2006
Skills
Structured Finance, Fixed Income, Hedge Funds, ABS, Securitization, Structured Products, Asset Managment, Capital Markets, Investment Banking, Finance, Financial Modeling
Education
Harvard University 1998 — 2002
AB, History
Natixis January 2013 - Present
Brevet Capital Management March 2011 - January 2013
NewOak Capital June 2009 - March 2011
Garrison Investment Group July 2008 - June 2009
UBS Investment Bank 2006 - 2008
Lehman Brothers 2002 - 2006
Skills
Structured Finance, Fixed Income, Hedge Funds, ABS, Securitization, Structured Products, Asset Managment, Capital Markets, Investment Banking, Finance, Financial Modeling
Education
Harvard University 1998 — 2002
AB, History
Igor Severinovskiy's NewOak Capital Experience May 2012 - May 2013
Job Executive Managing Director at DIOSoft
Industry Financial Services
Experience
DIO-soft May 2013 - Present
NewOak Capital May 2012 - May 2013
State Street April 1997 - February 2012
Softech Inc June 1994 - March 1997
Skills
IT Outsourcing, Offshore Software..., Offshore Model IT..., Strategic objective..., Agile Methodologies, Business Development, Leadership/communication..., Management, Strategy, Hedge Funds, Asset Management, Alternative Investments, Back Office, Integration, Fund Accounting, Financial Reporting, Asset Managment, Data Warehousing, Business Analysis, Financial Services, Databases, Risk Management, Analysis, Cloud Computing, Capital Markets, Fixed Income, Equities, Business Process, Investments, FX Options, Financial Risk, Derivatives, Outsourcing, Entrepreneurship, SDLC, Software Development, SQL, Finance
Education
Kyiv National University of Construction and Architecture 1988 — 1993
MS, Computer Science
DIO-soft May 2013 - Present
NewOak Capital May 2012 - May 2013
State Street April 1997 - February 2012
Softech Inc June 1994 - March 1997
Skills
IT Outsourcing, Offshore Software..., Offshore Model IT..., Strategic objective..., Agile Methodologies, Business Development, Leadership/communication..., Management, Strategy, Hedge Funds, Asset Management, Alternative Investments, Back Office, Integration, Fund Accounting, Financial Reporting, Asset Managment, Data Warehousing, Business Analysis, Financial Services, Databases, Risk Management, Analysis, Cloud Computing, Capital Markets, Fixed Income, Equities, Business Process, Investments, FX Options, Financial Risk, Derivatives, Outsourcing, Entrepreneurship, SDLC, Software Development, SQL, Finance
Education
Kyiv National University of Construction and Architecture 1988 — 1993
MS, Computer Science
Marc Nanasi's NewOak Capital Experience December 2009 - August 2010
Job NEI Group
Industry Luxury Goods & Jewelry
Experience
NEI Group April 2011 - Present
Boston University Educational Recource Center 2009 - January 2011
NewOak Capital December 2009 - August 2010
SJA Inc, June 2009 - August 2009
NEI May 2007 - August 2007
Bike Masters April 2005 - August 2007
Education
Boston University - School of Management 2007 — 2010
BS in Business administration with a concentration in finance and business law, Finance, Law
Yeshiva University 2006 — 2007
NEI Group April 2011 - Present
Boston University Educational Recource Center 2009 - January 2011
NewOak Capital December 2009 - August 2010
SJA Inc, June 2009 - August 2009
NEI May 2007 - August 2007
Bike Masters April 2005 - August 2007
Education
Boston University - School of Management 2007 — 2010
BS in Business administration with a concentration in finance and business law, Finance, Law
Yeshiva University 2006 — 2007
Chad Burhance's NewOak Capital Experience 2010 - Present
Job Partner, Head of NewOak Solutions at NewOak Capital
Industry Financial Services
Experience
NewOak Capital 2010 - Present
State Street 2005 - 2010
International Fund Services (Ireland) Ltd, A State Street Company 2001 - 2010
International Fund Services (Ireland) Ltd, A State Street Company 2001 - 2005
Financial Technologies International 1999 - 2001
Financial Technologies International 1999 - 2001
UBS 1995 - 1999
UBS 1995 - 1999
Skills
Derivatives, Fixed Income, Valuation, Hedge Funds, Credit, Risk Management, Pricing, Portfolio Management, Bloomberg, Equities, Alternative Investments, Trading, Cost Management, Asset Management, Securities, Financial Services, Project Management, Senior Executive..., Capital Markets
Education
Fairfield University 1987 — 1991
B.S., Finance
Canterbury School
NewOak Capital 2010 - Present
State Street 2005 - 2010
International Fund Services (Ireland) Ltd, A State Street Company 2001 - 2010
International Fund Services (Ireland) Ltd, A State Street Company 2001 - 2005
Financial Technologies International 1999 - 2001
Financial Technologies International 1999 - 2001
UBS 1995 - 1999
UBS 1995 - 1999
Skills
Derivatives, Fixed Income, Valuation, Hedge Funds, Credit, Risk Management, Pricing, Portfolio Management, Bloomberg, Equities, Alternative Investments, Trading, Cost Management, Asset Management, Securities, Financial Services, Project Management, Senior Executive..., Capital Markets
Education
Fairfield University 1987 — 1991
B.S., Finance
Canterbury School
Joe Woodfield's NewOak Capital Experience June 2012 - Present
Job Associate at NewOak Capital
Industry Law Practice
Experience
NewOak Capital June 2012 - Present
Lehman Brothers Holdings Inc. September 2011 - June 2012
Skills
Due Diligence, Litigation, Capital Markets, Business Development, Civil Litigation
Education
Fordham Law School
JD
Boston College
BA, History
NewOak Capital June 2012 - Present
Lehman Brothers Holdings Inc. September 2011 - June 2012
Skills
Due Diligence, Litigation, Capital Markets, Business Development, Civil Litigation
Education
Fordham Law School
JD
Boston College
BA, History
Andrea Bryan's NewOak Capital Experience 2014 - Present
Job Managing Director, NewOak Capital LLC
Industry Financial Services
Experience
NewOak Capital 2014 - Present
Standard & Poor's 2004 - 2009
Standard & Poor's 2001 - 2004
Standard & Poor's 1994 - 2000
Skills
CMBS, ABS, Structured Finance, Credit Derivatives, Securitization, Credit, Business Development, Commercial Real Estate...
Education
New York University
MS
New York University
Financial Risk Management
NewOak Capital 2014 - Present
Standard & Poor's 2004 - 2009
Standard & Poor's 2001 - 2004
Standard & Poor's 1994 - 2000
Skills
CMBS, ABS, Structured Finance, Credit Derivatives, Securitization, Credit, Business Development, Commercial Real Estate...
Education
New York University
MS
New York University
Financial Risk Management
Will Deitrick's NewOak Capital Experience June 2010 - December 2012
Job Private Investor
Industry Venture Capital & Private Equity
Experience
Quadrant Management February 2014 - Present
Forefront Capital Markets Inc. January 2013 - July 2013
NewOak Capital June 2010 - December 2012
Liberty Head Capital Management LLC October 2008 - June 2010
Greenock Capital March 2007 - August 2008
Citigroup January 2000 - March 2007
JPMorgan 1998 - 2000
Banc of America Securities 1997 - 1998
Skills
Fixed Income, Investment Banking, Capital Markets, Valuation, Hedge Funds, Financial Markets, Finance, Leveraged Finance, Securities, Equity Research, Investments, Private Equity, Corporate Finance, Financial Modeling, Project Finance, Bloomberg, Emerging Markets, Alternative Investments, Derivatives, Securitization, Series 7, Trading, Structured Products, Portfolio Management, Mergers & Acquisitions, Equities, Asset Managment, Structured Finance, Financial Structuring, Bonds, Due Diligence, High Yield, Credit Derivatives, Investor Relations, LBO, Loans, Venture Capital, Private Placements, Asset Management
Education
The Johns Hopkins University 1993 — 1995
MA
The Johns Hopkins University 1989 — 1993
BA
Phillips Exeter Academy
Diploma
New Trier
New Trier
Quadrant Management February 2014 - Present
Forefront Capital Markets Inc. January 2013 - July 2013
NewOak Capital June 2010 - December 2012
Liberty Head Capital Management LLC October 2008 - June 2010
Greenock Capital March 2007 - August 2008
Citigroup January 2000 - March 2007
JPMorgan 1998 - 2000
Banc of America Securities 1997 - 1998
Skills
Fixed Income, Investment Banking, Capital Markets, Valuation, Hedge Funds, Financial Markets, Finance, Leveraged Finance, Securities, Equity Research, Investments, Private Equity, Corporate Finance, Financial Modeling, Project Finance, Bloomberg, Emerging Markets, Alternative Investments, Derivatives, Securitization, Series 7, Trading, Structured Products, Portfolio Management, Mergers & Acquisitions, Equities, Asset Managment, Structured Finance, Financial Structuring, Bonds, Due Diligence, High Yield, Credit Derivatives, Investor Relations, LBO, Loans, Venture Capital, Private Placements, Asset Management
Education
The Johns Hopkins University 1993 — 1995
MA
The Johns Hopkins University 1989 — 1993
BA
Phillips Exeter Academy
Diploma
New Trier
New Trier
Craig Lieberman's NewOak Capital Experience Managing DirectorOrchard Realty GroupSeptember 2009 - Present
Job Managing Director at Orchard Realty Group
Industry Commercial Real Estate
Experience
NewOak Capital Managing DirectorOrchard Realty GroupSeptember 2009 - Present
Education
Northwestern University School of Law 1984 — 1987
J.D., Law
University of Michigan 1980 — 1984
B.B.A., Finance, Accounting
NewOak Capital Managing DirectorOrchard Realty GroupSeptember 2009 - Present
Education
Northwestern University School of Law 1984 — 1987
J.D., Law
University of Michigan 1980 — 1984
B.B.A., Finance, Accounting
Valerie Burns's NewOak Capital Experience May 2009 - April 2010
Job Assistant Vice President at Citi
Industry Financial Services
Experience
Citi February 2011 - Present
Brown Brothers Harriman June 2010 - February 2011
NewOak Capital May 2009 - April 2010
Skills
Business Analysis, Business Development, Contract Management, Cross-functional Team..., Equities, Order Fulfillment, PowerPoint, Problem Solving, Process Improvement, Software Documentation, Vendor Management, Vendor Relationships
Education
Loyola University Maryland 2006 — 2010
Bachelors
Citi February 2011 - Present
Brown Brothers Harriman June 2010 - February 2011
NewOak Capital May 2009 - April 2010
Skills
Business Analysis, Business Development, Contract Management, Cross-functional Team..., Equities, Order Fulfillment, PowerPoint, Problem Solving, Process Improvement, Software Documentation, Vendor Management, Vendor Relationships
Education
Loyola University Maryland 2006 — 2010
Bachelors
Charles Rowe's NewOak Capital Experience April 2012 - Present
Job System Administrator at NewOak Capital
Industry Information Technology and Services
Experience
NewOak Capital April 2012 - Present
SupportSpace, Ltd. May 2008 - April 2010
LPL Financial August 2007 - March 2009
UBS Investment Bank April 2005 - February 2007
US Securities and Exchange Commission September 2002 - April 2005
Skills
Troubleshooting, Active Directory, Windows Server, Microsoft Exchange, Information Technology, Technical Support, DNS, SharePoint, IT Service Management, IT Management, Software Documentation, Data Center
Education
Pace University 2000 — 2005
Bachelor of Science, Information Systems
NewOak Capital April 2012 - Present
SupportSpace, Ltd. May 2008 - April 2010
LPL Financial August 2007 - March 2009
UBS Investment Bank April 2005 - February 2007
US Securities and Exchange Commission September 2002 - April 2005
Skills
Troubleshooting, Active Directory, Windows Server, Microsoft Exchange, Information Technology, Technical Support, DNS, SharePoint, IT Service Management, IT Management, Software Documentation, Data Center
Education
Pace University 2000 — 2005
Bachelor of Science, Information Systems
Tang Cheng's NewOak Capital Experience February 2011 - May 2011
Job CRE Financial Analyst at JLL
Industry Commercial Real Estate
Experience
JLL February 2015 - Present
Abacus Federal Savings Bank September 2013 - May 2014
Deloitte Financial Advisory Services October 2011 - January 2013
NewOak Capital February 2011 - May 2011
First Central Savings Bank February 2007 - August 2009
Skills
Real Estate Economics, Real Estate, Real Estate Transactions, Real Estate Development, Financial Modeling, Valuation, Due Diligence, Asset Management, Financial Analysis, Investments, Commercial Real Estate...
Education
New York University 2009 — 2011
M.S., Commercial Real Estate Investment and Finance
JLL February 2015 - Present
Abacus Federal Savings Bank September 2013 - May 2014
Deloitte Financial Advisory Services October 2011 - January 2013
NewOak Capital February 2011 - May 2011
First Central Savings Bank February 2007 - August 2009
Skills
Real Estate Economics, Real Estate, Real Estate Transactions, Real Estate Development, Financial Modeling, Valuation, Due Diligence, Asset Management, Financial Analysis, Investments, Commercial Real Estate...
Education
New York University 2009 — 2011
M.S., Commercial Real Estate Investment and Finance
Leslie Guevin's NewOak Capital Experience January 2014 - Present
Job Forensic Underwriter at NewOak Capital
Industry Banking
Experience
NewOak Capital January 2014 - Present
LenderLive Network, Inc. April 2013 - August 2013
Bank of America April 2012 - March 2013
TD Bank Group January 2012 - April 2012
Bank of America June 2010 - January 2012
Wells Fargo January 2001 - April 2009
Dance Instructor/Choreographer June 1988 - May 2008
Skills
Mortgage Underwriting, Conforming, Non-Conforming, Mortgage Lending, Mortgage Banking, Residential Mortgages, Dance, Dance Instruction, Hip Hop, Contemporary Dance, Choreography, Refinance, Credit Analysis, Portfolio Management, Home Equity Lines of..., Wholesale Lending, FHA, Risk Management, FHA financing, Mortgage Servicing, Loan Origination, Loans, Credit, Loan Servicing, Consumer Lending, Reverse Mortgages, Loss Mitigation, Construction Loans, Government Loans, Certified Mortgage..., Credit Risk, Commercial Lending, Real Estate Financing, Small Business Lending, Banking
Education
Naugatuck Valley Community College 1991 — 1993
Para Legal, Legal Assistant/Para Legal
NewOak Capital January 2014 - Present
LenderLive Network, Inc. April 2013 - August 2013
Bank of America April 2012 - March 2013
TD Bank Group January 2012 - April 2012
Bank of America June 2010 - January 2012
Wells Fargo January 2001 - April 2009
Dance Instructor/Choreographer June 1988 - May 2008
Skills
Mortgage Underwriting, Conforming, Non-Conforming, Mortgage Lending, Mortgage Banking, Residential Mortgages, Dance, Dance Instruction, Hip Hop, Contemporary Dance, Choreography, Refinance, Credit Analysis, Portfolio Management, Home Equity Lines of..., Wholesale Lending, FHA, Risk Management, FHA financing, Mortgage Servicing, Loan Origination, Loans, Credit, Loan Servicing, Consumer Lending, Reverse Mortgages, Loss Mitigation, Construction Loans, Government Loans, Certified Mortgage..., Credit Risk, Commercial Lending, Real Estate Financing, Small Business Lending, Banking
Education
Naugatuck Valley Community College 1991 — 1993
Para Legal, Legal Assistant/Para Legal
Scott Lebowitz's NewOak Capital Experience February 2010 - January 2012
Job Compliance at Interactive Brokers
Industry Financial Services
Experience
Interactive Brokers November 2011 - Present
NewOak Capital February 2010 - January 2012
UBS February 2008 - October 2009
J Giordano Securities Group February 2007 - January 2008
NeoNet Securities April 2003 - October 2004
A.B. Watley February 2000 - June 2002
A.B. Watley March 1997 - February 2000
Sherwood Securities July 1995 - March 1997
National Discount Brokers Div. of Sherwood Securities June 1994 - July 1995
National Discount Brokers/Sherwood Group February 1994 - June 1994
Skills
Equities, Securities, Risk Management, Trading, Options, FINRA, Mutual Funds, Financial Risk, Settlement, Series 7
Education
State University of New York College at Old Westbury 1986 — 1988
B.S., Finance
Northport high school 1981 — 1983
hs
Interactive Brokers November 2011 - Present
NewOak Capital February 2010 - January 2012
UBS February 2008 - October 2009
J Giordano Securities Group February 2007 - January 2008
NeoNet Securities April 2003 - October 2004
A.B. Watley February 2000 - June 2002
A.B. Watley March 1997 - February 2000
Sherwood Securities July 1995 - March 1997
National Discount Brokers Div. of Sherwood Securities June 1994 - July 1995
National Discount Brokers/Sherwood Group February 1994 - June 1994
Skills
Equities, Securities, Risk Management, Trading, Options, FINRA, Mutual Funds, Financial Risk, Settlement, Series 7
Education
State University of New York College at Old Westbury 1986 — 1988
B.S., Finance
Northport high school 1981 — 1983
hs
Opher Benrimon's NewOak Capital Experience June 2010 - September 2010
Job Management & Construction
Industry Real Estate
Experience
Management & Construction 2007 - Present
Deloitte 2012 - 2013
Tel Aviv Stock Exchange 2011 - 2012
NewOak Capital June 2010 - September 2010
Skills
Economics, Valuation, Equities, Econometrics, Stata, Finance, Data Analysis, Macroeconomics, Economic Research, Crowdfunding, Real Estate Economics, Real Estate, Real Estate Development, Commercial Real Estate
Education
UCLA 2007 — 2011
Bachelor of Arts, Economics /International Area Studies
Management & Construction 2007 - Present
Deloitte 2012 - 2013
Tel Aviv Stock Exchange 2011 - 2012
NewOak Capital June 2010 - September 2010
Skills
Economics, Valuation, Equities, Econometrics, Stata, Finance, Data Analysis, Macroeconomics, Economic Research, Crowdfunding, Real Estate Economics, Real Estate, Real Estate Development, Commercial Real Estate
Education
UCLA 2007 — 2011
Bachelor of Arts, Economics /International Area Studies
Naftali Zweig's NewOak Capital Experience May 2011 - Present
Job Intern at NewOak Capital
Industry Law Practice
Experience
NewOak Capital May 2011 - Present
Education
Fordham University School of Law 2009 — 2012
NewOak Capital May 2011 - Present
Education
Fordham University School of Law 2009 — 2012
Samuel Warren's NewOak Capital Experience March 2009 - Present
Job Partner at NewOak Capital
Industry Financial Services
Experience
NewOak Capital March 2009 - Present
Deustche Bank April 2006 - March 2009
Lehman Brothers July 2003 - February 2006
Education
Columbia University in the City of New York
BA
NewOak Capital March 2009 - Present
Deustche Bank April 2006 - March 2009
Lehman Brothers July 2003 - February 2006
Education
Columbia University in the City of New York
BA
Matthew Nicastro's NewOak Capital Experience September 2009 - October 2010
Job Associate at EuroConsult, Inc.
Industry Financial Services
Experience
EuroConsult, Inc. 2012 - Present
The Broadsmoore Group October 2010 - April 2011
NewOak Capital September 2009 - October 2010
Manhattan Capital LLC May 2008 - August 2008
Skills
Bloomberg, Capital IQ, Microsoft Excel, Microsoft Word, Outlook, Financial Analysis, Investment Banking, PowerPoint, Private Equity, Financial Modeling, Bloomberg Terminal, Fixed Income
Education
Fordham University - Graduate School of Business Administration 2012 — 2014
Master of Business Administration (MBA), Finance, General
State University of New York at Stony Brook 2005 — 2009
Bachelors of Science (Honors), Finance & Economics
EuroConsult, Inc. 2012 - Present
The Broadsmoore Group October 2010 - April 2011
NewOak Capital September 2009 - October 2010
Manhattan Capital LLC May 2008 - August 2008
Skills
Bloomberg, Capital IQ, Microsoft Excel, Microsoft Word, Outlook, Financial Analysis, Investment Banking, PowerPoint, Private Equity, Financial Modeling, Bloomberg Terminal, Fixed Income
Education
Fordham University - Graduate School of Business Administration 2012 — 2014
Master of Business Administration (MBA), Finance, General
State University of New York at Stony Brook 2005 — 2009
Bachelors of Science (Honors), Finance & Economics
Kyle Shafman's NewOak Capital Experience April 2013 - Present
Job Analyst at NewOak Capital
Industry Financial Services
Experience
NewOak Capital April 2013 - Present
PURE Group of Insurance Companies December 2012 - March 2013
Charlie Baker for Governor 2010 May 2010 - August 2010
Massachusetts House of Representatives May 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, Bloomberg Terminal, BondEdge, Intex, Trepp, Loan Documents, Microsoft Word, PowerPoint, Research, Writing, Highly articulate, Spanish
Education
Fordham University 2008 — 2012
Bachelor of Science, Finance
NewOak Capital April 2013 - Present
PURE Group of Insurance Companies December 2012 - March 2013
Charlie Baker for Governor 2010 May 2010 - August 2010
Massachusetts House of Representatives May 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, Bloomberg Terminal, BondEdge, Intex, Trepp, Loan Documents, Microsoft Word, PowerPoint, Research, Writing, Highly articulate, Spanish
Education
Fordham University 2008 — 2012
Bachelor of Science, Finance
Justin Hoogerheyde's NewOak Capital Experience June 2014 - August 2014
Job
Industry Real Estate
Experience
Toll Brothers September 2014 - Present
NewOak Capital June 2014 - August 2014
NewOak Capital June 2013 - August 2013
Education
Franklin & Marshall College 2010 — 2014
Business, Organizations, and Society
New York University
Real Estate
Don Bosco Preparatory High School 2006 — 2010
Diploma
....
Toll Brothers September 2014 - Present
NewOak Capital June 2014 - August 2014
NewOak Capital June 2013 - August 2013
Education
Franklin & Marshall College 2010 — 2014
Business, Organizations, and Society
New York University
Real Estate
Don Bosco Preparatory High School 2006 — 2010
Diploma
....
Sotirios Assimacopoulos's NewOak Capital Experience February 2014 - May 2014
Job VicePresident at AMIP Management,LLC
Industry Financial Services
Experience
NewOak Capital February 2014 - May 2014
DHM Mortgage Servicing May 2010 - November 2011
Parodneck Foundation March 2002 - January 2009
Skills
Loans, Loan Origination, Loss Mitigation, Foreclosures, Short Sales, Banking, Negotiation, Sellers, Training, Policy, Mortgage Lending, Community Outreach, Accounts Receivable, Non-profits, Insurance, Credit, Default, Refinance, Loan Servicing, Mortgage Banking, Residential Mortgages, FHA
Education
St. John's University
Bachelors of Science
NewOak Capital February 2014 - May 2014
DHM Mortgage Servicing May 2010 - November 2011
Parodneck Foundation March 2002 - January 2009
Skills
Loans, Loan Origination, Loss Mitigation, Foreclosures, Short Sales, Banking, Negotiation, Sellers, Training, Policy, Mortgage Lending, Community Outreach, Accounts Receivable, Non-profits, Insurance, Credit, Default, Refinance, Loan Servicing, Mortgage Banking, Residential Mortgages, FHA
Education
St. John's University
Bachelors of Science
David Storm's NewOak Capital Experience February 2014 - Present
Job Attorney
Industry Financial Services
Experience
NewOak Capital February 2014 - Present
Moore Leonhardt & Associates, LLC January 2012 - December 2013
City of Hartford, Department of Housing and Economic Development September 2011 - January 2012
The Law Office of Zachary Margulis-Ohnuma June 2011 - August 2011
Connecticut Urban Legal Initiative, Inc. September 2010 - May 2011
Yale New Haven Hospital January 2010 - August 2010
Aetna January 2009 - December 2009
The Transaction Auditing Group, Inc. July 2007 - August 2008
Skills
Legal Research, Commercial Litigation, Legal Writing, Civil Litigation, Westlaw, Lexis, Courts, Health Law, Employment Law, Administrative Law, Policy Analysis, Real Estate Transactions, Criminal Law
Education
University of Connecticut School of Law 2010 — 2013
Juris Doctorate, Law
Fordham University 2003 — 2007
Bachelor of Science, Finance and Economics
NewOak Capital February 2014 - Present
Moore Leonhardt & Associates, LLC January 2012 - December 2013
City of Hartford, Department of Housing and Economic Development September 2011 - January 2012
The Law Office of Zachary Margulis-Ohnuma June 2011 - August 2011
Connecticut Urban Legal Initiative, Inc. September 2010 - May 2011
Yale New Haven Hospital January 2010 - August 2010
Aetna January 2009 - December 2009
The Transaction Auditing Group, Inc. July 2007 - August 2008
Skills
Legal Research, Commercial Litigation, Legal Writing, Civil Litigation, Westlaw, Lexis, Courts, Health Law, Employment Law, Administrative Law, Policy Analysis, Real Estate Transactions, Criminal Law
Education
University of Connecticut School of Law 2010 — 2013
Juris Doctorate, Law
Fordham University 2003 — 2007
Bachelor of Science, Finance and Economics
Doug Lopez's NewOak Capital Experience June 2013 - April 2014
Job Acquisitions Analyst at Hudson Advisors, LLC
Industry Financial Services
Experience
Hudson Advisors, LLC September 2014 - Present
NewOak Capital June 2013 - April 2014
Silicon Image June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Public Speaking, English, Java, Windows, Time Management, Data Analysis
Education
Columbia University in the City of New York 2010 — 2014
Bachelor's degree, Economics-Philosophy (Joint Major)
Hudson Advisors, LLC September 2014 - Present
NewOak Capital June 2013 - April 2014
Silicon Image June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Public Speaking, English, Java, Windows, Time Management, Data Analysis
Education
Columbia University in the City of New York 2010 — 2014
Bachelor's degree, Economics-Philosophy (Joint Major)
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY