O'Shaughnessy Asset Management, LLC (OSAM)
Address: 6 Suburban Ave, Stamford, CT 06901 Phone: (203) 975-3333: Place name: : : Hours: Category: : : : Website: Website: http://www.osam.com/ Category: Financial Institution Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a question See all questions (1) Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of O'Shaughnessy Asset Management, LLC Posting publicly on the Web Write a review Reviews 2 Google reviews
O'Shaughnessy Asset Management, LLC (OSAM) List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at O'Shaughnessy Asset Management, LLC (OSAM). You can filter them based on skills, years of employment, job, education, department, and prior employment.
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O'Shaughnessy Asset Management, LLC (OSAM) Employees
The University of Notre Dame Mendoza College of Business August 2014 - Present
O'Shaughnessy Asset Management, LLC (OSAM) May 2014 - August 2014
TutaPoint.com June 2013 - July 2013
Priceline.com June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Social Media, Event Planning, Access, Data Analysis, Team Leadership, Teamwork, Customer Service, Facebook, Leadership, Photoshop, Financial Analysis
Education
University of Notre Dame 2011 — 2015
Bachelor of Business Administration (BBA), Accounting and English
University of Notre Dame Australia
Certificate in Asia Pacific Business
O'Shaughnessy Asset Management, LLC (OSAM) June 2014 - Present
Deloitte April 2013 - June 2014
UBS Investment Bank June 2012 - August 2012
Skills
Investment Performance, GIPS, Microsoft SQL Server, Performance Attribution, C#, Microsoft Excel, Financial Modeling, Equities, Economics, Financial Analysis, Quantitative Analytics, Calculus, Data Analysis, Valuation
Education
Baruch College, City University of New York (CUNY) 2014 — 2015
Certificate in Advanced Calculus for Financial Engineering, Financial Engineering
Baruch College, City University of New York (CUNY) 2014 — 2015
Certificate in C++ Programming for Financial Engineering, Financial Engineering
University of Connecticut 2010 — 2012
Bachelor of Arts (BA), Interdisciplinary Studies; Economics and Finance concentration
Belarusian State Economic University 2003 — 2006
Bachelor of Science (B.S.), Economic Policy, Economics
BAE Systems June 2014 - Present
Boston University August 2013 - May 2014
O'Shaughnessy Asset Management, LLC (OSAM) July 2013 - August 2013
Boston University January 2012 - December 2012
Boston University May 2012 - September 2012
Gardner Lab of Neural Circuit Formation January 2011 - January 2012
Fairfield Country Club May 2011 - August 2011
Boston University Dining Service Employee September 2010 - January 2011
Sikorsky Aircraft May 2010 - August 2010
Old Towne Restaurant November 2008 - August 2010
Skills
Programming, Matlab, C++, C, SQL, Linux, HTML, OS X, CSS, Windows, C#, Object Oriented Design, Visual Studio, Image Processing, Machine Learning, Python
Education
University of Southern California 2015 — 2017
Master of Science (M.S.), Computer Science
Boston University 2010 — 2014
Bachelor's Degree, Electrical Engineering, Cum Laude
Trumbull High School 2006 — 2010
O'Shaughnessy Asset Management, LLC (OSAM) March 2015 - Present
Morgan Stanley Wealth Management March 2013 - March 2015
Beck Mack and Oliver, LLC June 2009 - March 2013
Royal Bank of Scotland March 2005 - May 2009
Fidelity Investments 2002 - 2002
Skills
Series 7, 66, Fixed Income, Equities, Trading, Portfolio Management, Investments, FX Options, Options, Bonds, Settlement, Investment Management, Currency, Bloomberg, Hedge Funds, Financial Risk, Series 7, Structured Products
Education
Providence College 1999 — 2003
BS, Business Administration and Management, General
Bishop Hendricken H.S. 1994 — 1999
Oracle July 2015 - Present
Nickelodeon June 2014 - August 2014
Major League Baseball June 2013 - July 2013
O'Shaughnessy Asset Management, LLC (OSAM) September 2012 - December 2012
Golf Digest June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Public Speaking, Financial Analysis, PowerPoint, Microsoft Word, Social Media, Research, Data Analysis, Leadership, Teamwork, Customer Service, Financial Modeling, Management
Education
Cornell University 2011 — 2015
Industrial and Labor Relations, Senior
Cornell University 2011 — 2015
Bachelor of Science (B.S.), Labor and Industrial Relations
Harbor Road Capital Management LLC March 2012 - Present
PeopleLinx April 2009 - December 2013
J Heck Investments January 2011 - April 2012
Southern California Edison June 2009 - January 2011
Engemann Asset Management July 2007 - September 2008
Clean Energy Asset Management October 2006 - June 2007
Royce and Associates June 2006 - August 2006
The Royce Funds February 2002 - June 2005
UBS October 2001 - February 2002
O'Shaughnessy Asset Management, LLC (OSAM) July 2000 - May 2001
Education
University of Southern California - Marshall School of Business 2005 — 2007
Master of Business Administration (M.B.A.), Finance
Trinity College-Hartford 1996 — 2000
Bachelor's Degree, Psychology
St. Paul's School 1992 — 1996
High School
O'Shaughnessy Asset Management November 2010 - Present
Cliff Young LTD February 2011 - May 2011
O'Shaughnessy Asset Management, LLC (OSAM) 2010 - 2011
NMSS January 2010 - February 2010
Brand Partners July 2009 - August 2009
Education
The Sage Colleges-Sage College of Albany 2006 — 2010
BFA, Graphic Design
O'Shaughnessy Asset Management, LLC (OSAM) April 2014 - Present
RGIS June 2013 - March 2014
Otto L. Shortell Middle School March 2013 - May 2013
FES Installations, Inc. January 2013 - March 2013
Rest In Peace Rochester Live Events & Promotions (RIPROC) January 2012 - October 2012
Blue Apple Productions April 2011 - April 2012
SUNY Geneseo January 2009 - December 2011
Skills
Communication, Promotions, Event Planning, Events Coordination, Customer Engagement, Networking, Marketing, Social Media Marketing, Advertising, Social Media, Microsoft Excel, Microsoft Word, PowerPoint, Prezi, iPhone, Research, Presentations, Blogging, Content Marketing, Brand Development, Brand Management, Branding & Identity
Education
State University of New York College at Geneseo 2007 — 2012
Bachelor of Arts (BA), Communication, General
COMET Technologies USA, Inc. August 2015 - Present
The McIntyre Group October 2014 - Present
The Navigators Group, Inc. July 2015 - July 2015
O'Shaughnessy Asset Management, LLC (OSAM) October 2014 - May 2015
Temple Shalom October 2014 - October 2014
Angelo's Pizza June 2008 - September 2014
Northwestern Mutual November 2013 - July 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Time Management, Team Leadership, Organizational...
Education
The University of Connecticut School of Business 2012 — 2016
Bachelors of Business, Finance and Financial Management Services, 3.92/4.0
Saint Joseph High School 2008 — 2012
93/100 GPA
O'Shaughnessy Asset Management, LLC (OSAM) February 2014 - Present
Oak Ridge Investments April 1998 - February 2014
Insight Capital Research & Management August 1992 - April 1998
Fidelity Investments April 1986 - April 1989
Skills
Asset Allocation, Asset Management, Equities, Investments, Marketing, Mutual Funds, Series 7, Investment Strategies, Series 63, Hedge Funds, Investment Advisory, Alternative Investments, Portfolio Management, Securities, Wealth Management
Education
Texas A&M University 1981 — 1985
Bachelor of Business Administration (BBA), Finance, General
The University of Dallas 1990 — 1992
Master of Business Administration (MBA), Corporate Finance
O'Shaughnessy Asset Management, LLC January 2015 - Present
O'Shaughnessy Asset Management, LLC (OSAM) January 2013 - February 2015
O'Shaughnessy Asset Management, LLC (OSAM) August 2010 - January 2013
O'Shaughnessy Asset Management, LLC (OSAM) May 2010 - August 2010
Mercer Health & Benefits 2003 - 2009
Skills
Portfolio Management, Asset Allocation, Investment Strategies, Asset Management, Financial Modeling, Equity Research, Bloomberg, Asset Managment, SQL, R, Equities, Hedge Funds, Quantitative Analytics, Investments, Alternative Investments, Investment Management, Valuation, Capital Markets, Financial Analysis, Bloomberg Terminal, Python, Natural Language..., Management
Education
Cornell University - S.C. Johnson Graduate School of Management 2009 — 2011
MBA, Capital Markets & Asset Management (CMAM) Immersion
University of Kansas 1999 — 2003
Business and Math Double Major
O'Shaughnessy Asset Management, LLC (OSAM) June 2014 - Present
Colgate University September 2012 - May 2014
O'Shaughnessy Asset Management, LLC (OSAM) May 2013 - August 2013
St. James’s Place Wealth Management April 2013 - May 2013
SGX June 2011 - August 2012
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Social Media, Customer Service, Financial Services, Financial Planning, Event Planning, Teamwork, English, Marketing Strategy, Quantitative Finance
Education
Colgate University 2010 — 2014
BA, Economics
Singapore American School 2002 — 2010
O'Shaughnessy Asset Management, LLC (OSAM) June 2015 - September 2015
Threshold Training Associates s.r.o. October 2014 - June 2015
GoGen Ltd May 2014 - July 2014
Tender January 2014 - March 2014
The Sporting Club at The Bellevue August 2012 - January 2013
Skills
Public Relations, Facebook, Social Networking, PowerPoint, Social Media Marketing, Event Planning, Event Management, Fundraising, Customer Service, Social Media, Editing, Blogging, Email Marketing, Research, Nonprofits, Performing Arts, Public Speaking, Teaching, Theatre, Creative Writing, Community Outreach, Acting, Drama, Music
Education
Goldsmiths, University of London 2013 — 2014
Master's Degree, Applied Drama, Merit
The University of the Arts 2008 — 2012
Bachelor of Fine Arts (BFA), Acting
O'Shaughnessy Asset Management, LLC (OSAM) January 2008 - Present
Various Firms c/o Aquent & CreativePlacement 2005 - 2008
Alexander Isley, Inc. 2007 - 2007
United States Tennis Association (USTA) 2007 - 2007
New York Life Insurance Company 2006 - 2007
Rocky Mountain Institute 2001 - 2005
The Snow Buffalo (non-fiction/memoir) 2001 - 2001
The Design Studio (Basalt, CO) 2000 - 2001
Aspen Daily News 2000 - 2000
Gerry Sportswear Company 1997 - 1999
Skills
Strategic Planning, Team Leadership, Collaborative Leadership, Mentoring Of Staff, Creative Writing, Memoir, Ideation, Social Media, Web Design, Graphic Design, Marketing Strategy, Copywriting, Copy Editing, Production, Project Coordination, Budget Analysis, Corporate Communications, Sourcing &..., Fulfillment, Documentation, Editing, Public Relations, Leadership, Publishing, Social Media Marketing, Blogging, Direct Mail, Corporate Branding, Budgets, Creative Direction, Software Documentation, Order Fulfillment, Management
Education
ABRHS
French, Latin
Northfield Mount Hermon School
Cum Laude, Student Leader
Rhode Island School of Design
BFA, Graphic Design
University of Colorado at Boulder
Attended School of Environmental Design (ENVD)
The Element Group September 2011 - Present
Gibson, Dunn & Crutcher LLP October 2012 - July 2014
FEMA 2012 - 2012
O'Shaughnessy Asset Management, LLC (OSAM) November 2010 - October 2011
Cliff Young LTD February 2011 - May 2011
National MS Society Upstate New York Chapter January 2010 - February 2010
Brand Partners July 2009 - August 2009
Skills
Microsoft Office, Government, Research, Public Speaking, Customer Service, Project Management, Strategic Planning, Microsoft Excel, Policy, Change Management, Program Management, Microsoft Word, PowerPoint, Social Media, Nonprofits, Public Relations, Community Outreach, Management, Project Planning, Policy Analysis, Illustrator, Brochures
Education
The Sage Colleges-Sage College of Albany 2006 — 2010
Bachelor of Fine Arts (BFA), Graphic Design
Neuberger Berman June 2015 - Present
O'Shaughnessy Asset Management, LLC (OSAM) June 2014 - August 2014
Barnes & Noble September 2013 - April 2014
Town of Pawling Department of Recreation May 2012 - August 2013
Skills
Investment Strategies, Hedge Funds, Valuation, Microsoft Excel, Market Research, Portfolio Management, Equities, Bloomberg
Education
Bentley University 2013 — 2017
Bachelor’s Degree, Finance, General
Canterbury School 2009 — 2013
High School
LaSalle St. Investment Advisors, LLC January 2015 - Present
O'Shaughnessy Asset Management, LLC (OSAM) November 2012 - August 2014
Segall Bryant & Hamill December 2009 - November 2012
Mercer Investment Consulting November 2005 - August 2009
Chicago Pacific Capital Advisors, Inc. 2002 - 2009
William Blair & Co., LLC June 1994 - August 2002
Bank of Tokyo Trust Co. of NY June 1990 - June 1994
Mitsubishi Bank Trust Co. of NY August 1988 - June 1990
Skills
Investments, Investment Management, Securities, Alternative Investments, Start-ups, Hedge Funds, Competitive Analysis, Portfolio Management, Asset Management, Equities, Sales, Asset Managment, Series 7, Finance, Investment Banking, Asset Allocation, Financial Services, Private Equity, Strategic Planning, Financial Modeling, Fixed Income, Relationship Management, Business Development, Entrepreneurship, Investment Strategies, Business Strategy, Mutual Funds, Capital Markets, Valuation, Venture Capital, Investment Advisory, Product Management, Financial Analysis, Investor Relations, Due Diligence, Emerging Markets, Financial Markets, Risk Management, Derivatives, Economics, Options, Market Research, Consulting, Non-profits, Corporate Finance, Strategic Financial..., Financial Advisory, History, Mergers, Non Profit Boards
Education
University of Illinois at Urbana-Champaign 1980 — 1988
MA, BA
Konan University 1983 — 1984
Study Abroad
NDHS
Cohen & Steers August 2015 - Present
O'Shaughnessy Asset Management, LLC (OSAM) June 2013 - January 2015
Education
New York University 2009 — 2013
Bachelor of Arts (B.A.), Economics
O'Shaughnessy Asset Management, LLC (OSAM) January 2011 - Present
Skills
Fixed Income, VBA, Bloomberg, Options, R, Derivatives, Equities, Quantitative Analytics, Quantitative Finance, Hedge Funds, Equity Derivatives, Investments, Financial Modeling, Capital Markets, SQL, Matlab, Market Risk, Credit Derivatives, C#, Python
Education
Carnegie Mellon University - Tepper School of Business 2011 — 2013
Master, Computational Finance
University of Wisconsin-Madison 2008 — 2010
Master, Industrial Engineering
Huazhong University of Science and Technology 2004 — 2008
BS, Logistics System Engineering
O'Shaughnessy Asset Management, LLC (OSAM) January 2010 - Present
Western Asset Management February 2008 - January 2010
Indymac Bank May 2007 - January 2008
Sigma Phi Epsilon June 2005 - June 2007
Skills
Asset Allocation, Asset Management, Fixed Income, Equities, Managed Money, Portfolio Management, Investments, Mutual Funds, Investment Strategies, Bonds, Client Service, Research, Wealth Management, Investment Management, Quantitative Analytics, High Net Worth..., Relationship Management, Asset Managment, Financial Services, Alternative Investments, Hedge Funds, Wealth Management..., Investment Advisory, Securities, Blogging
Education
Yale University - Yale School of Management 2015 — 2017
MBA for Executives, Asset Management
Tulane University - A.B. Freeman School of Business 2001 — 2005
Bachelor of Science, Management; Finance and Legal Studies
O'Shaughnessy Asset Management, LLC (OSAM) April 2015 - Present
Deutsche Bank December 2013 - April 2015
Deutsche Bank September 2012 - December 2013
J.P. Morgan June 2011 - August 2011
SecondMarket, Inc. November 2010 - February 2011
Google June 2010 - August 2010
Jerome A. Chazen Institute for International Business September 2009 - May 2010
Skills
Equities, C#, SQL, Python, R
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2008 — 2012
Bachelor of Science (B.S.), Operations Research
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
First Empire Securities, Inc April 2012 - Present
First Empire Securities January 2012 - Present
Advisors Asset Management, Inc. April 2007 - June 2011
Advisors Asset Management January 2007 - January 2011
Mulholland Capital Advisors 2006 - 2006
O'Shaughnessy Asset Management, LLC (OSAM) January 1999 - January 2005
Bear Stearns Asset Management Inc. 1999 - 2005
Chase Global Mutual Funds Group January 1998 - January 1999
Van Kampen American Capital January 1997 - January 1998
Diversified Financial Concepts June 1994 - June 1997
Skills
Asset Allocation, Group Presentations, ETFs, Mutual Funds, Alternative Investments, Series 7, Asset Management, Fixed Income, Securities, Institutional, Investments, Portfolio Management, Bonds, Hedge Funds, Equities, Wealth Management, Investment Strategies, Financial Markets, Annuities, Investment Advisory, Retirement, Financial Planning, Due Diligence, Asset, Retirement Planning, Insurance, Wealth, Risk Management, Financial Advisory, Series 63, IRA's, Emerging Markets, Credit, Financial Analysis, Separately Managed..., Compliance, Client Service, SMA, Analysis, Annuity, Managed Accounts, Investment Products, Fixed Income Products, Portfolio Optimization, Stocks, Fund Of Funds, Series 6, Morningstar, Portfolios, Managed Futures
Education
Boston University 1990 — 1994
Bachelor of Liberal Arts, International Relations
Staples High School 1987 — 1990
O'Shaughnessy Asset Management, LLC (OSAM) February 2015 - Present
Newgate Capital Management LLC February 2011 - February 2015
AMR Capital Trading February 2003 - January 2012
Deutsche Asset Management March 2001 - February 2003
Zurich Scudder Investments May 2000 - March 2001
Skills
Equities, Advent, Omgeo Oasys, DTC, Bloomberg, Fiserv APL, WRAP, SWIFT
Education
Syracuse University - Martin J. Whitman School of Management 1997 — 1999
Bachelor's of Science, Finance
Barclays Capital May 2009 - Present
Barclays Capital May 2009 - Present
O'Shaughnessy Asset Management, LLC (OSAM) October 2007 - February 2009
O'Shaughnessy Asset Management, LLC (OSAM) October 2007 - February 2009
Barclays Capital November 2004 - October 2007
Barclays Capital 2004 - 2007
Robeco USA August 1998 - November 2004
Robeco Investment Management - Weiss, Peck & Greer 1998 - 2004
Bank of New York November 1995 - August 1998
United States Marine Corp August 1989 - April 1997
Skills
Fixed Income, Equities, Securities, Derivatives, Bloomberg, Portfolio Management, Bonds
Education
Iona College 1989 — 1993
Bachelor of Arts, Criminal Justice
Iona College 1989 — 1993
Bachelor of Arts, Criminal Justice
Jamaica High School 1985 — 1989
High School Diploma
Rapid Ratings International January 2014 - Present
O'Shaughnessy Asset Management, LLC (OSAM) November 2013 - January 2014
O'Shaughnessy Asset Management, LLC (OSAM) December 2012 - November 2013
B & K Realty Management Corp November 2010 - July 2011
CESD June 2010 - August 2010
CESD November 2009 - June 2010
CESD August 2009 - October 2009
Skills
Team Leadership, Research, Microsoft Excel, Spanish, Microsoft Office, PowerPoint
Education
Tel Aviv University 2011 — 2012
M.A. International Security & Diplomacy
Washington University in St. Louis 2005 — 2009
A.B., Anthropology