Private Family Office
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Private Family Office Employees
Private Family Office May 2015 - Present
First Republic Bank / First Republic Private Wealth Management November 2010 - May 2015
First Republic Investment Management November 2008 - December 2010
Skills
VBA, Asset Allocation, Finance, Wealth Management, Financial Reporting, Microsoft Excel, Data Manipulation, SSIS, .NET, JavaScript, Visual C++, Microsoft SQL Server, Scripting, Report Writing, Financial Accounting, Microsoft CRM, SSRS, Data Warehousing, Data Extraction, Mimics, ETL, Query Writing, Database Design, Performance Management, Performance Reporting
Education
California State University-Long Beach - College of Business Administration 2003 — 2008
Finance, Real Estate, and Law
Private Family Office October 2009 - Present
Shiroki North America June 2007 - August 2009
Source Interlink Companies November 2004 - March 2007
Energy Answers Corporation (acquired by Covanta Energy) April 2000 - August 2004
AMETEK July 1989 - January 2000
Skills
Accounts Payable, Auditing, Cost Accounting, Finance, Financial Reporting, Process Improvement, Sarbanes-Oxley Act, Analysis, Cash Flow, GAAP, Variance Analysis, Consolidation, Management, Accounting
Education
Florida SouthWestern State College 2010 — 2011
Florida Property & Casualty Insurance 200 hour Course
Siena College 1997 — 1999
Courses toward Accounting MBA
State University of New York at New Paltz 1992 — 1996
Bachelor's Degree, Accounting and Business/Management
Private Family Office January 2015 - Present
Anchin, Block & Anchin LLP August 2011 - December 2014
CUNY Baruch Zicklin School of Business August 2011 - December 2014
Robert H. Smith School of Business August 2007 - May 2011
Skills
Tax, Accounting, Auditing, CPA, Mergers, Financial Statements, Leadership, Fundraising, Financial Reporting, QuickBooks, Financial Accounting, Valuation, Income Tax, Microsoft Excel, Tax Preparation, Financial Analysis, GAAP, PowerPoint, Internal Controls, Tax Accounting, Mergers & Acquisitions, Financial Modeling, Corporate Tax, US GAAP
Education
Baruch College 2011 — 2014
MS, Accounting
University of Maryland College Park 2007 — 2011
BS, Accounting
Northwestern Mutual July 2014 - August 2015
Private Family Office January 2009 - June 2014
The Low Company January 2004 - December 2008
Tele Video Education, Inc. July 1997 - June 2004
Skills
Family Office, Philanthropy, Real Estate Development, Venture Capital, Private Equity, Contract Negotiation, Business Development, Project Planning, Budgets, Nonprofits, Marketing, Fundraising, Sales, Finance, Entrepreneurship, Start-ups, Real Estate, Management, Investments, Business Planning, Mergers & Acquisitions, Strategy, Due Diligence, Strategic Planning, Business Strategy, Strategic Partnerships, Asset Management, Management Consulting, Negotiation, Valuation, Executive Management, Competitive Analysis, Financial Analysis, Leadership, Lead Generation, Financial Modeling, New Business Development, Corporate Development, Market Research, Real Estate Economics, Corporate Finance, Residential Homes
Education
University of San Diego School of Law 2011 — 2013
JD, Business and Corporate Law, Taxation
Harvard Business School 2007 — 2009
PLD, Business
University of Southern California 2001 — 2004
BA, Political Science
The Rock Link, Inc. May 2014 - Present
Wilmington Trust March 2006 - August 2014
The Rock Link, Inc November 2007 - May 2014
Private Family Office September 2000 - March 2006
Morgan Stanley March 2000 - September 2000
BNP Paribas March 1997 - March 2000
Skills
Microsoft Office, Customer Service, English, Windows, Research, Photoshop, Public Speaking, Strategic Planning, Budgets, Negotiation, Microsoft Excel, Sales, Management, CRM, Social Media, PowerPoint, Project Management, Marketing Strategy, Product Development
Education
State University of New York College at Plattsburgh 1993 — 1996
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Water Street Healthcare Partners April 2009 - Present
Neos Therapeutics June 2009 - Present
Private family office 2006 - 2008
Equity Group Investments 1995 - 2005
Skills
Strategy, Management, Valuation, Corporate Development, Competitive Analysis
Education
Columbia Business School 1989 — 1991
Master of Business Administration (MBA), Finance, General
Hamilton College 1981 — 1985
Bachelor of Arts (B.A.), English Language and Literature/Letters; Economics
Private Family Office April 2014 - Present
Samsung Open Innovation Center February 2014 - April 2014
Samsung Accelerator / Open Innovation Center April 2013 - February 2014
Bayshore Global Managment January 2012 - December 2012
Bayshore Global Management January 2008 - July 2012
First Bank May 2006 - December 2006
Skills
Organization, Process Improvement, Close Attention to..., Computer Proficiency, Team-oriented, Event Planning, Social Media, Google Apps, Office Management, Management, Community Outreach, Onboarding, Human Resources, Customer Service, Team Building, Microsoft Office, Strategy, Start-ups
Education
San Jose State University 2008 — 2010
Master of Arts (M.A.) Education, Student Counseling and Personnel Services, Summa Cum Laude
Virginia Tech 2003 — 2006
Bachelor of Science (B.S.), Psychology, Magna Cum Laude
South Texas Energy Partners January 2015 - Present
MavHill Group, LLC June 2014 - Present
Private Family Office May 2013 - May 2014
Fundacion Mujer June 2012 - August 2012
Blue Sage Capital June 2011 - August 2011
Office of the Governor, State of Texas January 2011 - June 2011
Merrill Lynch Private Wealth Management June 2009 - August 2009
Highland Park Tutors October 2007 - July 2008
Skills
Spanish, Finance, Valuation, Financial Modeling, Corporate Finance, Financial Analysis, Investments, Private Equity, Non-profits, Budgets, Start-ups, Due Diligence, Mergers, Fundraising, Venture Capital, Management
Education
The University of Texas at Austin
BBA, Business Honors, Finance, Spanish
Highland Park High School
Private Family Office May 2014 - Present
Vulcan, Inc., Paul G. Allen April 2011 - May 2014
Donna Karan Urban Zen March 2006 - April 2011
The Blackstone Group-Stephen Schwarzman January 2008 - September 2008
Private Family January 1996 - November 2006
Private Family March 1994 - December 1996
Concierge Property Management and Real Estate Broker January 1987 - December 1994
Skills
Budgets, Management, Strategic Partnerships, Personal Services, Start-ups, Team Leadership, Hotels, estate management, Business Planning, Business Development, Contract Negotiation, Employee Relations, Asset Management, Property Management, Real Estate, Real Property, Executive Management, Team Building, Event Management, Customer Service, Training, Strategic Planning, Negotiation, Event Planning
Education
Boise State University
Fine and Studio Arts
Private Family Office December 2009 - Present
Darrenkamp's Markets March 2002 - May 2008
Skills
Travel Arrangements, Calendaring, Administrative..., Executive Support, Office Management, Office Administration, Diary Management, Confidentiality, Executive Level..., Executive..., Event Planning
Education
Kutztown University of Pennsylvania 1980 — 1984
Bachelor of Fine Arts (BFA), Communication Design
Seraphim Services November 2008 - Present
The Bill & Melinda Gates Foundation June 2008 - November 2008
Private Family Office January 2007 - May 2008
Kathy Casey Food Studios March 2006 - December 2006
The Monitor Group January 2005 - March 2006
Washington2 Advocates October 2003 - January 2005
U.S. House of Representatives July 2002 - October 2003
United States Senate March 2000 - December 2000
Skills
Event Planning, Leadership, Strategy, Public Relations, Fundraising, Event Management, Community Outreach, Strategic Planning, Research, Marketing, Editing, Team Building, Customer Service, Social Networking, Social Media, Management, Contract Negotiation, Time Management, Public Speaking
Education
California Culinary Academy 2005 — 2006
A.O.S., Culinary Arts
University of Washington 1998 — 2002
B.A., International Studies - International Political Economics
Noble Americas October 2014 - Present
Chemoil Corporation March 2011 - October 2014
OceanConnect 2010 - 2011
Private Family Office January 2008 - April 2010
Intercontinental Capital Group May 2005 - February 2008
Countrywide May 2003 - May 2005
Spectrum Capital Partners September 2002 - May 2003
Skills
Commodity, Trading, Hedging, Derivatives, Risk Management, Options, Commodity Markets, Financial Modeling, Bloomberg, Valuation, Portfolio Management, Financial Analysis, Capital Markets, Corporate Finance, Hedge Funds
Education
Boston University 1997 — 2002
BS, Finance
Private family office April 2015 - Present
United States Regional Economic Development Authority May 2014 - January 2015
United States Department of Defense July 2011 - July 2013
United States Department of Defense January 2010 - July 2011
U.S. Department of State February 2008 - January 2010
Princeton Group, LLC January 1994 - December 2007
Peace Corps 1992 - 1993
Skills
Government, Policy Analysis, Military, Operational Planning, Security Clearance, Business Development, Afghanistan, Business Planning, Counterinsurgency, Operations Management, Foreign Policy, Business Strategy, Strategy, Management Consulting, Command, National Security, Military Operations, New Business Development, Strategic Planning, DoD, Start-ups, Team Leadership, NATO, Intelligence Analysis, Intelligence, Special Operations, Counterterrorism, Defense, Top Secret, International Economics, People Management
Education
Princeton University 1991 — 1992
VS/MCF - Visiting Scholar, International and Domestic Public Policy
Charter Oak State College
Lh.D, Doctor of Humane Letters
Charter Oak State College 1988 — 1992
Bachelor of Science (BS), Political Science
InTrust Advisors, Inc. October 1997 - Present
Crossing Cultures International April 2010 - Present
4KIDS Tampa Bay, Inc. October 2009 - Present
Stock-Signal.com July 2011 - December 2014
Private Family Office May 1995 - May 2002
Tunstall Consulting, Inc. December 1989 - April 1995
KPMG Peat Marwick May 1986 - December 1989
Skills
Investments, Investment Advisory, Financial Planning, Asset Management, Securities, Retirement Planning, Wealth Management, Portfolio Management, Business Planning, Asset Allocation, Estate Planning, Strategic Financial..., Asset Managment, Retirement, Hedge Funds
Education
Indiana University - Kelley School of Business 1982 — 1986
Business, Accounting
Indiana University Bloomington 1982 — 1986
BS, Accounting
Purdue University 1981 — 1982
None, Biomedical Engineering
Private Family Office June 2015 - Present
Utah Valley Convention & Visitors Bureau June 2013 - May 2015
BYU Broadcasting September 2012 - May 2013
L'Oréal October 2012 - October 2012
Intel October 2012 - October 2012
InnerWorkings June 2009 - August 2012
Leadgenix October 2010 - November 2010
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Qualtrics, Public Speaking, Social Media Marketing, Account Management, Basecamp, Organization, Communication, Time Management, Coordination, Customer Service, Direct Marketing, Outdoor Advertising, Social Networking, Blogging, Twitter, Instagram, Facebook, Advertising, Marketing Communications, Press Releases
Education
Brigham Young University 2008 — 2013
Bachelor of Arts (B.A.), Communication, Advertising emphasis
Delphix July 2015 - Present
Private Family Office October 2012 - March 2015
OnLive February 2010 - August 2012
Skills
Accounts Payable, Payroll, QuickBooks, Expense Reports, Oracle, Accounting, General Ledger, Management, Finance, Microsoft Excel, Outlook, Microsoft Office, Time Management, Event Planning, Financial Statements, 10 Key, 1099 Preparation, ACH, Bank Reconciliation, Bill Payment, Cash Management, Check Runs, Flux Analysis, Full Cycle Accounts..., International Payments..., Monthly Close Process, Oracle R12, Process Improvement, Purchase Orders, Vendor Relationship..., Wire Transfers, Year-end Close
Education
California State University-Fresno 2002 — 2007
Bachelor of Arts (B.A.), Fashion Merchandising
Kendall Gray, LLC January 2015 - Present
Private Family Office June 2008 - January 2015
MassMutual Financial Group July 2003 - July 2008
Deloitte 1996 - 1999
Deutsche Bank 1994 - 1996
Deloitte 1989 - 1993
Education
Northwestern University - Kellogg School of Management 1993 — 1994
MBA, Finance and Economics
Lehigh University - College of Business and Economics 1985 — 1989
BS, Accounting (Minor: Music)
Private Family Office May 2013 - Present
Private Family Office August 2008 - May 2013
Cable Ready August 2007 - August 2008
Skills
Accounting, Microsoft Office, Great Plains Software, Account Reconciliation, Financial Reporting, Bank Reconciliation, Accounts Payable, Financial Accounting
Education
University of Connecticut 2012 — 2014
Master of Business Administration (MBA), Finance, General
North Carolina State University 2003 — 2007
Bachelor, Finance, Accounting
Private Family Office January 2015 - Present
Straumann June 2007 - December 2014
Straumann February 2011 - June 2011
Straumann 2010 - 2011
Straumann June 2007 - 2009
The Commonwealth Institute October 2005 - March 2007
The Commonwealth Institute June 2003 - September 2004
Skills
Leadership, Management, Event Management, Marketing, Professional Organizing, Event Planning, Product Marketing, Marketing Management, QuickBooks, Cvent, Budgets, Marketing Strategy, SAP CRM, Marketing Communications, Sales Operations, Time Management, Networking, Training, Sales, Trade Shows, Strategic Planning, Product Launch, Sales Management, Market Research, Project Management, Program Management, Customer Satisfaction, Project Planning
Education
Northeastern University 2010 — 2011
Meeting & Event Management Certification Program
Northeastern University 2000 — 2005
Bachelors of Science in Business Administration, Management and Marketing
Private Family Office January 2010 - Present
Family Entertainment Centers January 2005 - 2011
Lombard Odier May 2008 - August 2008
Skills
Spanish, International Relations, Research, English, Leadership, Charity, Politics, Qualitative Research, Event Planning, Project Management, Microsoft Office, Data Analysis, Entrepreneurship, Public Speaking, Fundraising, SPSS, Social Media, Nonprofits, Social Networking, Policy, Teaching, Public Relations, Statistics, Leadership Development, Higher Education
Education
Swarthmore College
Women's Studies
University of Miami
Private Family Office January 2007 - Present
Guardian Global Technologies, Inc. February 2010 - December 2013
Early Growth Financial Services October 2012 - August 2013
Avalon Holdings January 2000 - December 2002
Panattoni Development January 1997 - December 1999
Westfield Corporation January 1994 - December 1996
Heron Financial January 1991 - December 1993
Glendale Federal Bank/GlenFed Development January 1988 - December 1990
Maxxam, Inc. July 1982 - July 1988
PriceWaterhouseCoopers July 1980 - June 1982
Skills
Part-Time CFO Services, Start-ups, Business Strategy, High Net Worth..., Family Office, Investments, Financial Reporting, Tax Advisory, Real Estate, Strategy, Tax, Management, Entrepreneurship, Valuation, Finance, Asset Management, Mergers & Acquisitions, Equities, Corporate Finance, Leadership, Mergers, Strategic Planning, Strategic Partnerships, Business Development, Portfolio Management, Commercial Real Estate
Education
University of California, Los Angeles 1976 — 1980
Bachelors, Business Economics
Palisades High School 1975 — 1976
Yes!, General
Private Family Office July 2014 - Present
GreenWizard April 2007 - Present
GreenWizard April 2007 - May 2014
G.I. Project June 2004 - April 2007
The Service Source May 1998 - January 2002
SABi Venture Capital June 1995 - May 1998
Skills
Start-ups, Strategy, Leadership, Green, Green Building, Sustainability, Energy Efficiency, LEED, Strategic Partnerships, Sustainability..., LEED AP, Entrepreneurship, Product Management, Venture Capital, Marketing Strategy, Marketing, Business Strategy, Product Marketing, New Business Development, Business Development, Renewable Energy, Sustainable Business, Digital Marketing, Lead Generation, SaaS, Contract Negotiation, Online Marketing, Cleantech
Education
University of North Carolina School of Law 1991 — 1995
Juris Doctor
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1991 — 1995
MBA
Emory University 1986 — 1990
BA, Majors in Philosophy and Liberal Studies
Maimonides school August 2015 - Present
Private family office November 2014 - June 2015
Everest University Online March 2010 - October 2014
Corinthian Colleges, Inc. March 2010 - October 2014
Skills
Customer Service, Healthcare, Teaching, Research, Dentistry, Public Speaking, Event Planning, PowerPoint, Team Building, Microsoft Word, Microsoft Office, Staff Development, Training, Leadership Development, Strategic Planning, Program Development, Management, Microsoft Excel, Nonprofits, Higher Education, Leadership, Coaching, Budgets, Curriculum Development
Education
Springfield College 2014 — 2015
Health and Human services
Middlesex Community College 1990 — 1992
Private Family Office September 2012 - Present
Seiler LLP January 2012 - September 2012
Seiler LLP August 2011 - December 2011
Beyond Bookkeeping 2010 - September 2011
GP Commerce May 2004 - December 2009
AP Consult March 1998 - May 2004
Preferred Hotel Management Corp 1992 - 1997
Skills
Accounting, Operations Management, Revenue Recognition, GAAP, Payroll Processing, Payroll Software, HR Policies, Quickbooks, Excel, QuickBooks, Human Resources, Accounts Receivable, Payroll, Accounts Payable, Microsoft Excel, Management, Bookkeeping, General Ledger, Forecasting, Financial Statements
Education
University of San Francisco 2009 — 2011
BS
Wheaton College
Private Family Office July 2012 - Present
Lake Street Advisors, LLC May 2003 - May 2012
Skills
Investments, Investment Strategies, Portfolio Management, Asset Allocation, Alternative Investments, Financial Modeling, Expense Management, Personal Budgeting, QuickBooks, Bill Paying, Debt Management, Debt Restructuring, Income Tax Planning, Estate Planning, Life Insurance, Charitable Gift Planning, Real Estate Transactions, Residency Transitions, Project Management, Yacht Management, Household Employees, LLCs, Property & Casualty..., Executive Compensation..., Employee Stock Options, Restricted Stock, Microsoft Excel, Bloomberg
Education
Babson College 2000 — 2004
BS, Finance
Private Family Office February 2009 - Present
Law Office of Michael D. Shanabrook July 2008 - Present
1037 Realty Corp. August 2004 - Present
White & Case LLP September 1996 - February 2005
U.S. Court of International Trade September 1994 - September 1996
Skills
Legal Advice, Corporate Law, Corporate Governance, Negotiation, Estate Planning, Wills, Real Estate Transactions, Trusts, Civil Litigation, Budgets, Construction, Management, Powers of Attorney, Estate Tax Planning, Estate Administration, Legal Writing, Mediation, Legal Research, Litigation, Arbitration, Contract Negotiation, Tax Law, Commercial Litigation, Investment Properties, Joint Ventures, Family Office, Property Management..., Property Management, Accounting, Irrevocable Life..., Real Estate Development, Business Law, Legal Compliance, Commercial Real Estate..., High Net Worth..., Preparation of Wills, Attorneys, International Tax, Commercial Real Estate..., Incorporation Services
Education
New York University School of Law
LLM
Georgetown University Law Center 1990 — 1994
JD
University of Michigan 1983 — 1985
AB
University of Dayton 1981 — 1983
Windermere Real Estate 2013 - Present
Ascent and Private Client Reserve of U.S. Bank May 2010 - January 2013
Private Family Office November 1992 - April 2008
Skills
Financial Advisory, Wealth Management, Investments, Portfolio Management, Loans, Private Banking, Financial Services, Banking, Wealth Management..., Strategic Planning, Financial Reporting, Credit, Mortgage Lending, Estate Planning, Trust Services, Client Development, Financial Analysis, Nonprofits, High Net Worth..., Small Business Lending, Strategic Financial..., Residential Homes, Real Estate Transactions, Urban Living, Residential Real Estate, Commercial Real Estate, Marketing Strategy, Problem Solving, Project Management, Client Representation, Family Office, Non-profits, Real Estate Investor, Investment Properties
Education
Gonzaga University School of Law
Juris Doctorate, Law
Pacific Coast Banking School
Master Banking/Wealth Management, Banking, Wealth Management, Trusts, Estates, Taxation
Private Family Office September 2013 - Present
Webster Capital January 2006 - August 2013
John Hancock Life Insurance Company (U.S.A.) June 2004 - June 2005
AIG June 2002 - June 2004
Fidelity Investments June 1998 - May 2002
Skills
Private Equity, Marketing, Salesforce.com, Insurance, Series 63, CRM Program Management, DealCloud, Charitable Giving, Bookkeeping, Family Office, Life Insurance, 401k, Retirement, Recordkeeping, LP Relationship..., Computer Tech Support, Annual Meetings, Office Management, Research Associate, Risk Management
Education
Endicott College 1999 — 2002
Bachelor Science, Communications
Boston University 1997 — 1998
Private Family Office 2002 - Present
Alliance Environmental Technologies, Inc. November 2000 - April 2002
International Profit Associates, Inc. April 1995 - October 2000
Skills
Start-ups, Market Research, Management, Manufacturing, Finance, Mergers & Acquisitions, Program Management, Investments, Due Diligence, Negotiation, Analysis, Entrepreneurship, Venture Capital, Mergers, Team Building, Business Analysis, Cross-functional Team..., Private Equity, Business Strategy, Strategic Planning, Asset Management, Family Business, Managerial Finance, Project Planning, Family Office, Project Management
Education
Carnegie Mellon University - Tepper School of Business 1982 — 1984
MBA, Finance
University of Michigan 1975 — 1978
BS, Operations Research Engineering
RBC Wealth Management November 2008 - Present
Merill Lynch July 2000 - November 2008
Private Family Office December 1997 - June 2000
Yachting Industry March 1988 - December 1997
John Couch and Sons January 1986 - March 1988
Skills
Public Speaking, Customer Service, Wealth Management, Entrepreneur, Investments, Small Business, Entrepreneurship, Strategy, Management, Selling, Real Estate, Finance, Portfolio Management, Negotiation, Investment Strategies, Strategic Financial..., Analysis, Retirement Planning, Investment Advisory, Asset Allocation, Financial Advisory, Mutual Funds, Estate Planning, Retirement, Series 7, Series 63, Sales, Financial Planning
Education
American College
CFP, Certified Financial Planner
University of Reading
BSc Estate Management
TriState Capital Bank September 2015 - Present
678 Partners March 2010 - Present
Future Founders Foundation December 2014 - Present
GSV Asset Management May 2014 - Present
Family Chateaux a private invitation only Family Office Community May 2015 - Present
Wealth-X September 2015 - Present
Single Family Office December 2013 - Present
Private Technology Company September 2014 - September 2015
Private Family Office July 2014 - September 2015
ClassroomIQ June 2014 - September 2015
Skills
Public Speaking, Business Strategy, New Business Development, Negotiation, Entrepreneurship, Strategic Intelligence, Customer Intelligence, Marketing Intelligence, Competitive Intelligence, Sales Intelligence, Business Intelligence, Business Intelligence..., Intelligence Analysis, Market Intelligence, Sales Management, Business Relationship..., Strategic Partnerships, Fundraising, Strategic Planning, Venture Capital, Strategy, Management, Management Consulting, Marketing, Executive Management, Training, Leadership Development, Market Research, Consulting, Program Management, Small Business, Social Media Marketing, Finance, Networking, Mentoring, Investments, Start-ups, Business Development, Leadership, Family Office
Education
University of Bristol 1994 — 1995
MBA, International Business
University College of London 1990 — 1993
BSc, Computer Science
Private July 2011 - Present
Breakthrough New York January 2010 - January 2012
Private Family Office October 1999 - June 2009
William H.Donner Foundation 1986 - 1999
Children's Television Workshop May 1980 - July 1983
Skills
Finance, Private Equity, Financial Modeling, Strategic Planning, Asset Management, Alternative Investments, Due Diligence, Investments, Investor Relations, Mergers & Acquisitions, Valuation, Hedge Funds, Restructuring, Venture Capital, Marketing Strategy
Education
New York University 1980 — 1982
M.P.A.
Hunter College
PURE Group of Insurance Companies December 2014 - February 2015
Sunland Trading, Inc November 2014 - December 2014
Diageo February 2014 - November 2014
Diageo February 2013 - October 2013
Private Family Office April 2012 - June 2012
Scotia Capital April 2011 - December 2011
Diageo February 2011 - March 2011
MasterCard May 2010 - February 2011
Diageo November 2009 - March 2010
Diageo August 2007 - April 2008
Skills
Microsoft SQL Server, Microsoft Office, VBA, Microsoft Excel, Microsoft Access, Microsoft Office..., Data Analysis, Database Design, Microsoft Outlook, Microsoft Word, T-SQL, ETL, Data Mining, Data Modeling, VB.NET, Reporting Systems, Ad Hoc Reporting, Data Migration, Financial Reporting, SharePoint, Business Analysis, Software Documentation, Software Development, Databases, Outlook, Business Intelligence, Integration, SQL, SDLC, Requirements Gathering, Visual Basic, SAP, Analysis, Vendor Management, Management, .NET, HTML, Visual Studio, Program Management, Team Leadership, Data Warehousing, Testing, Requirements Analysis, Oracle, Visio, Access, SSIS, Business Requirements, Software Project..., Project Management
Education
Pace University 1982 — 1986
Computer Science
Finaventures September 1999 - Present
Speakers Academy March 2014 - Present
Petra Systems, Inc. February 2012 - June 2013
Finatech Group November 2006 - December 2010
Private Family Office September 2006 - December 2010
Credit Agricole CIB September 1997 - September 1999
Bowco Investment Management April 1991 - September 1997
McKinsey & Company January 1990 - April 1991
Skills
Venture Capital, Growth Capital, Fundraising, Mergers, Business Turnaround, Management Consulting, Public Speaking, Alternative Assets, Institutional Investors, Fund Managers, Private Placements, Asset Allocation, Global Asset Allocation, Fund Of Funds, Fund Formation, Private Equity, MENA, Western Europe, Investment Management, Investor Relations, Corporate Finance, Start-ups, Strategy, Mutual Funds, Due Diligence, Institutional..., Entrepreneurship, Strategic Planning, Investments, Portfolio Management, IPO, Asset Managment, M&A experience, Restructuring, Mergers & Acquisitions, Asset Management, Acquisition Integration, Corporate Development, Financial Structuring, Emerging Markets, Project Finance, LBO, Strategic Partnerships, Funding, Finance, Angel Investing, Turn Around Management, Senior Executive..., Executive Management, Business Modeling
Education
Case Western Reserve University 1985 — 1989
BS, Management, Operations Research
Make Anything Pop-up 2006 - Present
Make Anything 2010 - Present
Private Family Office 2011 - 2012
Sweetheart Productions (Woody Allen's production company) 1996 - 1999
Skills
French, Italian, German, Editing, Mac, Film, FileMaker, Creative Writing, Post Production, Proofreading, Project Planning, Books, Concept Design, Paper Engineering, Pop-up card design, Television, Teaching, Public Speaking, Adobe Creative Suite
Education
Ecole Cantonale D'Art Lausanne -- DAVI 1994 — 1996
Film/Cinema/Video Studies, Swiss Post Graduate Masters Program
Brown University 1988 — 1992
BA, English with honors in creative writing, arts
College Voltaire 1984 — 1988
Maturité Fédérale, Visual Arts
Adventist Health System January 2013 - Present
Private Family Office July 2009 - November 2012
Blockade Runner Beach Resort April 2007 - December 2008
Gainesville Community Redevelopment Agency 2006 - 2007
University of Florida, College of Pharmacy 2005 - 2006
Skills
Bilingual, Spanish, CCH ProSystem fx, OneSource, AccuTrust, QuickBooks, Microsoft Office, Investment Banking, Account Management, Accounts Payable, Accounts Receivable, Data Analysis, Auditing, Bookkeeping, Budget, Business Planning, Business Process..., Team Building, Cash Management, Coordination, Critical Thinking, Customer Oriented, Staff Development, Business Development, Document Management, Efficiency, Effectiveness, Event Planning, Event Management, Financial Modeling, Financial Accounting, Fundraising, GAAP, Leadership, Public Speaking, Problem Solving, Tax Preparation, Teamwork, Team Leadership, Time Management, Translation, Vendor Management, Report Writing, Budgets
Education
University of Massachusetts Boston 2009 — 2012
Master of Science (MS), Accounting, 3.65
University of Massachusetts Boston 2009 — 2012
Master of Science (MS), Finance, 3.65
University of Florida - Warrington College Of Business 2003 — 2007
Bachelor of Arts (BA), Business Administration, 3.47
Berkeley Prep
Private Family Office August 2015 - Present
Skills
Accounting, Tax, Income Tax, High Net Worth..., Tax Research, CPA, Corporate Tax, Financial Reporting, Auditing, Tax Preparation, Tax Returns, International Tax, Internal Controls, Due Diligence, Sarbanes-Oxley Act, US GAAP, Financial Analysis, Mergers & Acquisitions, Tax Law, Payroll, Financial Accounting, Finance, GAAP, Tax Accounting, Financial Statements, Tax Compliance, Tax Controversy, State Tax, Tax Advisory, IRS
Education
Fairleigh Dickinson University
Masters of Science, Taxation
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Science, Accounting
Private Family Office July 2013 - Present
Bluemont Capital Advisors, LLC November 2010 - September 2013
PNC Financial Services Group October 2007 - January 2009
Mercantile Safe Deposit & Trust August 2003 - October 2007
Bank of America 1985 - 2003
First American Bank, N.A. 1976 - 1988
Skills
Estate Planning, Wealth Management, Wealth Management..., Asset Managment, Trusts, Investment Strategies, Investments, Asset Allocation, Investment Advisory, Asset Protection, Finance, Asset Management, Private Equity, Strategic Financial..., Capital Markets, High Net Worth..., Mutual Funds, Retirement Planning, Hedge Funds
Education
George Mason University 1971 — 1974
Education
Northwestern University
Graduate Trust School
AMR International January 2011 - Present
Private Family Office January 2005 - December 2010
McKinsey & Company 2000 - 2004
Skills
Mergers, Strategy, Management Consulting, Due Diligence, Business Strategy, Private Equity, Market Entry, Strategic Consulting, Emerging Markets, Growth Strategies, Financial Modeling, M&A experience
Education
New York University School of Law
Doctor of Law (JD)
Lafayette College
BA
Private Family Office July 2015 - Present
Pinnacle Ventures Inc July 2012 - July 2015
Walden International November 1993 - August 2012
Walden International Investment Group November 1993 - May 2012
Walden International Investment Group November 1993 - May 2012
Fund Accountant January 2006 - January 2012
IT Coordinator June 2000 - May 2006
Executive Assistant / Investment Assistant November 1993 - May 2000
Circle Freight International (Thailand) Ltd. July 1991 - July 1993
Financial Controller & Administrative Manager July 1990 - August 1992
Skills
Private Equity, Venture Capital, Due Diligence, Investments, Valuation, Management, Auditing, Accounting, Finance, Business Strategy, Corporate Finance, Mergers & Acquisitions, Start-ups, Strategic Planning, Business Planning, Financial Modeling, Leadership, Microsoft Excel, Portfolio Management, Financial Analysis, Financial Statements
Education
Polytechnic University of the Philippines 1979 — 1983
Bachelor of Science, Accounting
Polytechnic University of the Philippines 1979 — 1983
Bachelor of Science, Accounting
Braddock Financial May 2013 - Present
Private Family Office May 2011 - May 2013
Wellbridge October 2006 - May 2011
Merrill Lynch January 2004 - September 2006
Skills
Wealth Management, Portfolio Management, Finance, Management, Business Development, Marketing, Hedge Funds, Leadership, Entrepreneurship, New Business Development, Business Strategy, Budgets, Asset Management, Negotiation, International Business, Business Networking, Financial Analysis, Market Analysis, Structured Finance, Bonds, Offshore Operations, Wall Street, Alternative Investments, Fixed Income, Strategic Partnerships, Strategic Planning, Investments, Valuation, Private Equity, Capital Markets
Education
University of Louisiana at Lafayette 2001 — 2003
Bachelor's Degree, Business Administration and Management, General
The University of Tennessee at Chattanooga 1999 — 2001
Bachelor’s Degree, Business Administration and Management, General
Colegio Renascenca 1995 — 1997
High School
Cardinal Gibbons High School 1994 — 1995
Private Family Office April 2013 - Present
Town of Natick, ASAP Program September 2010 - June 2012
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Statistics, Blog Marketing, Sales, Quickbooks, Bill Payment, Wealth Management, Charitable Gift Planning, Financial Accounting, Facebook
Education
UMass Boston 2009 — 2013
Business, Business, Management, Marketing, and Related Support Services, Senior
Westfield State College 2009 — 2009
Liberal Arts and Sciences/Liberal Studies
Natick High School 2006 — 2009
TCS Capital Management 2013 - Present
Pulse Capital Partners 2010 - 2013
Ivy Asset Management 2001 - 2010
Private Family Office 2000 - 2001
Soros Fund Management 1998 - 2000
Capital Management Corporation 1994 - 1998
Education
Fordham University - Graduate School of Business Administration 1996 — 2000
Manhattanville College 1990 — 1994
Archbishop Molloy High School 1986 — 1990
Synack, Inc. August 2015 - Present
private family office March 2014 - May 2015
University of California, Berkeley, Haas School of Business September 2013 - May 2015
Lockheed Martin Space Systems Company January 2013 - July 2013
Lockheed Martin Space Systems Company April 2010 - December 2012
Lockheed Martin Space Systems Company February 2008 - April 2010
Lockheed Martin Space Systems Company July 2006 - February 2008
BioRobotics Laboratory, University of Washington September 2004 - June 2006
Education
University of California, Berkeley 2013 — 2015
Master of Business Administration (MBA)
University of Washington 2004 — 2006
Master of Science (M.S.)
University of Washington 2000 — 2004
Bachelor of Science (B.S.)
Georgetown University September 2015 - Present
Private Family Office June 2015 - August 2015
Georgetown University September 2014 - April 2015
U.S. Department of Commerce, International Trade Administration June 2014 - August 2014
Corinthian Yacht Club June 2013 - August 2013
Education
Georgetown University - The McDonough School of Business 2013 — 2017
Bachelor of Science (B.S.), Finance
University of Oxford 2015 — 2015
International Finance and Strategic Management
St. John's Preparatory School 2009 — 2013
High School, 4.43 GPA
The Bridge Fiduciary Services September 2014 - Present
Private Family Office March 2007 - June 2014
CCIM San Diego Chapter January 2010 - December 2010
Commercial Brokerage and Property Management May 1987 - March 2007
IREM San Diego Chapter 2002 - 2002
Private Real Estate Equity Firm January 1984 - April 1987
Skills
Real Estate, Investments, Investment Properties, Asset Management, Real Estate Economics, Leases, Valuation, Property, Contract Negotiation, Negotiation, Trustee, Conservatorships, Fiduciary Services
Education
California State University-Fullerton 2014 — 2015
Certificates for Professional Fiduciary Management for Trustees and Conservators, Professional Fiduciary Management
San Diego State University-California State University 1995 — 1997
MBA, Business Administration and Management, General
Duquesne University 1978 — 1982
Bachelor of Science, Economics
The Athena Group, Inc. May 2015 - Present
Private Family Office March 2014 - May 2015
HyGreen, Inc. February 2007 - February 2014
Xhale, Inc. February 2007 - December 2010
Rhino Video Games 2004 - 2007
Skills
Medical Devices, Corporate FP&A, Monthly Close, International Accounting, FRx, Long Range Planning, IRR, NPV, Financial Operations, Activity Based Costing, Healthcare, Management, Capital Equipment, Strategy, Start-ups, Commercialization, Strategic Planning, Finance, Team Building, Budgets, Executive Management, Accounting, Leadership, Human Resources, Mergers, Financial Analysis, Financial Accounting, Small Business, Financial Reporting, Biotechnology
Education
University of Florida - Fredric G. Levin College of Law 2000 — 2002
JD, Environmental and Intellectual Property Law
University of Florida - Warrington College of Business Administration 1998 — 1999
BSBA, Finance
University of South Florida 1996 — 1997
None, Finance, General
St. Petersburg College 1995 — 1996
Associate of Arts (A.A.), Business Administration and Management, General
Thomas Nelson Community College 1994 — 1995
None, Business Administration and Management, General
Private Family Office January 2015 - Present
Tiger Consumer Management LP May 2012 - January 2015
Goldman Sachs June 2009 - May 2012
Education
Lafayette College
Private Family Office January 2012 - Present
Private Family Office January 2007 - January 2012
Wall Street Access January 2002 - January 2007
Wall Street Access January 2000 - January 2002
Wall Street Access January 1997 - January 2000
Waterhouse Securities January 1995 - January 1997
Skills
Derivatives, Options, Bloomberg, Trading, Equities, Portfolio Management, FX Options, Commodity, Risk Management, Financial Risk, Mutual Funds, Proprietary Trading, Hedging, Options Strategies, Analysis, Series 4, 7, 55, 63
Education
Fordham University 1991 — 1995
B.A, History
Private Family Office September 2012 - Present
The Tanglewood House/PSR Events July 2011 - April 2012
Jayne Wrightsman July 2009 - June 2011
nycTIES - 501(c)(3) nonprofit organization July 2009 - May 2011
KPMG LLP September 2006 - June 2009
Skills
Non-profits, Event Planning, Event Management, Social Media, Microsoft Office, Accounting, Marketing
Education
Society of Wine Educators
Certification, Specialist of Wine
Belmont University
Certification, Meeting and Event Planning
Lehigh University 2002 — 2006
Bachelor of Science, Accounting
Avalon Advisors, LLC July 2012 - Present
Post Oak Bank July 2004 - Present
Private Family Office February 2000 - July 2012
Amegy Bank September 1987 - February 2000
Education
Baylor University 1975 — 1979
Bachelor of Business Administration (BBA), Accounting
Conroe High School
Cornerstone Family Office, LLC January 2013 - Present
Private Family Office March 2012 - January 2013
Legacy Advisors March 2006 - March 2012
CFG 1998 - 2006
Skills
Wealth Administration, Financial Reporting, Ultra High Net Worth, Consolidated Reporting, Wealth Management, Estate Planning, Family Office, Bill Payment, Concierge Services, Data Management, Advisor Coordination, Asset Purchase..., Succession Planning, Asset Protection, Philanthropy, Insurance, Multi-generational..., Family Governance, Wealth, Life Insurance, High Net Worth..., Management, Financial Advisory, Alternative Investments, Private Equity
Education
Gettysburg College 1994 — 1998
Bachelor of Science
The Haverford School 1980 — 1994
Precision Capital Advisors September 2012 - Present
Greentech Capital Advisors April 2010 - June 2012
Private Family Office April 2007 - April 2010
Food Network July 2004 - March 2007
Skills
Digital Media, Social Media Marketing, Social Media, Marketing, Marketing Communications, Advertising, Digital Marketing
Education
Fordham University 2000 — 2004
B.A., Communications and Media Studies
Private Family Office August 2015 - Present
Private Family Office 2014 - Present
GTCR LLC 2012 - 2014
Sterling Partners 2009 - 2012
Goldman Sachs 2006 - 2008
AXA Advisors 2001 - 2005
Skills
Outlook, Valuation, Microsoft Office, Office Management, Event Planning, Microsoft Excel, Administrative..., Employee Relations, Administrative...
Education
Harper College
Associate's Degree, Business Administration
Franklin Templeton June 2000 - June 2014
Private Family Office February 1999 - June 2000
Putnam Investments October 1997 - February 1999
Delaware Investments January 1990 - December 1997
Skills
Fixed Income, Institutional, Client Service, Equities, Asset Management, Investments, Investment Advisory, Alternative Investments, Derivatives, Hedge Funds, Mutual Funds, Emerging Markets, Series 7, Series 63, Portfolio Management, Investment Strategies, Institutional..., Relationship Management, High Net Worth..., Institutional Sales, Commodity, Bonds, 401k, Asset Allocation, Investment Management, Client Services, Securities, Private Equity
Education
CFA Institute 1992 — 1995
CFA
University of Maryland College Park 1987 — 1990
BA, Economics
FINRA
Investments, Series 3, Series 6, Series 63 and Series 7
Private Family Office October 2011 - Present
Film Intelligence, LLC October 2008 - Present
New York Life Investment Management August 2006 - September 2008
TIAA-CREF October 2001 - July 2006
State Street Global Advisors October 1999 - October 2001
Integrity Capital Management July 1998 - January 1999
Weiss, Peck & Greer May 1997 - July 1998
AT&T Corporate Headquarters April 1992 - September 1993
William M. Mercer, Inc October 1989 - September 1990
Institute for Defense Analyses: Center for Communications Research December 1988 - September 1989
Skills
Equities, Portfolio Management, Asset Managment, Asset Allocation, Valuation, Investments, Mutual Funds, Risk Management, Emerging Markets, Proprietary Trading, Economics, Portfolio Optimization, Hedge Funds, Investment Strategies, Alternative Investments, Strategy, Fixed Income, Finance, Bloomberg, Quantitative Finance
Education
The University of Chicago Booth School of Business 1993 — 1997
MBA
Columbia Engineering 1990 — 1992
MS
Massachusetts Institute of Technology 1985 — 1989
SB
Frank G. Lindsey
Robert W. Baird & Co. May 2011 - Present
ThinkEquity LLC February 2005 - September 2011
Private Family Office April 2002 - February 2005
Thomas Weisel Partners January 2000 - April 2002
Montgomery Securities January 1996 - January 2000
Education
Amherst College 1989 — 1993
BA, Economics
Milton Academy 1986 — 1989
Private Family Office December 2007 - Present
J.E.Robert Companies December 2002 - November 2007
The Seed Foundation 2002 - 2002
Gemini Air Cargo 1998 - 2002
Skills
Financial Analysis, Accounting, Financial Reporting, Financial Modeling, Strategic Planning, Project Management, Microsoft Excel, Due Diligence, Process Improvement, Budgets, Customer Service, Asset Management, Microsoft Office, Investments, Estate and Trust..., CPA, Wealth Preservation..., Handle Confidential...
Education
The George Washington University 1989 — 1993
Bachelor of Accounting
University of New South Wales 1992 — 1992
Semester abroad
Private Family Office August 2014 - Present
Simon Equity Partners January 2009 - July 2014
BMO Capital Markets 2004 - 2008
Sienna Ventures February 1998 - 2001
Maroley Media Group 1996 - 1998
PricewaterhouseCoopers 1990 - 1995
Skills
Private Equity, Venture Capital, Due Diligence, Start-ups, IPO
Education
Northwestern University - Kellogg School of Management 1995 — 1996
MBA, Finance, Marketing, Management
University of Pennsylvania - The Wharton School 1986 — 1990
BS, Management, Accounting, Marketing
The Athlete's Business Networks, LLC - Wealth Management 2009 - Present
Private Family Office July 2006 - April 2009
MobileAccess Networks 2004 - 2005
Skills
Private Wealth, International Banking, Private Equity/VC, Private Banking, Wealth Management, Portfolio Management, Banking, Wealth, Investments, Asset Managment, Equities, Strategy, Mergers & Acquisitions, Asset Management, Strategic Planning, Business Development, Investment Strategies, Venture Capital, Start-ups, Due Diligence, Executive Management, Financial Analysis, Financial Modeling, Business Strategy, Business Planning, Private Equity, Strategic Financial..., Finance, Capital Markets, Leadership, Investment Management
Education
Siena College 1985 — 1989
Finance and Financial Management Services
Private Family Office 2000 - Present
Wilmington Trust Company 1987 - 1999
Education
Widener University 1989 — 1993
MS, Taxation
University of Delaware 1983 — 1987
BS, Accounting
Private Family Office OwnerMCM Consulting, PCJune 2008 - September 2010
Continental Airlines March 2005 - June 2008
Continental 2001 - 2003
Ernst & Young 1999 - 2001
Education
Baylor University 1994 — 1999
Private Family Office May 2012 - Present
Mohle Adams October 2005 - May 2012
Melton & Melton, LLP 2005 - 2005
L.M. Berry Co 1993 - 2002
Skills
Tax, Accounting, Financial Reporting, Audit, GAAP, US GAAP, Financial Accounting, Financial Analysis, General Ledger, CPA, Tax Preparation, Income Tax, Corporate Tax, QuickBooks, Payroll, Accounts Payable, Accounts Receivable, Revenue Recognition, Journal Entries, Account Reconciliation, Analysis, Credit, Auditing, Internal Controls, Fixed Assets, Finance, Cash Flow, Tax Accounting, Sales Tax, Accruals, Financial Statements, External Audit, Budgets, Tax Research, Financial Audits, Tax Returns, Forecasting, Small Business, Microsoft Office
Education
Louisiana State University and Agricultural and Mechanical College 2003 — 2004
Bachelor of Arts (BA), Accounting
Mississippi State University 1986 — 2001
BS, Computer Science
Private Family Office 2014 - Present
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2001 — 2003
MBA
Alfred University 1991 — 1995
MSEd
Private Family Office July 2009 - Present
Tudor Investment Corporation 2000 - 2009
Education
Athlone Institute of Technology 1994 — 1998
Columbia College Chicago January 2009 - Present
Private Family Office November 2012 - July 2014
Coleman & Associates CPA's, Ltd. November 2010 - November 2012
Vibes Media January 2009 - November 2010
SJD & Associates February 2007 - December 2008
Education
Columbia College Chicago 2006 — 2007
Masters in Arts Management, Arts, Entertainment, & Media Management
Francis Marion University 1998 — 2002
Bachelor of Business Administration, Accounting/Finance
Ohio Valley College 1997 — 1998
General Studies
Private Family Office May 2013 - Present
Deutsche Bank June 2011 - July 2012
Deutsche Bank April 2007 - June 2011
Connecticut College May 2007 - May 2010
United Nations Industrial Development Organization: ITPO May 2006 - September 2006
Skills
Hedge Funds, Public Speaking, Entrepreneurship, Emerging Markets, Valuation, Risk Management, Economics, Financial Analysis, Financial Modeling, Investment Banking
Education
Yale School of Management 2012 — 2014
Master of Business Administration (MBA)
Connecticut College 2003 — 2007
Bachelor, International Relations, Economics, Mandarin
Capital University of Economics and Business 2005 — 2006
Mandarin
Private Family Office January 2009 - Present
Consulting September 2012 - March 2014
Plensa Pineault Capital, Ltd. August 2009 - July 2012
UBS Investment Bank 2006 - 2008
Skills
Securitization, Structured Finance, CDO, Proprietary Trading, Fixed Income, Derivatives, Hedge Funds, Capital Markets, Bloomberg, Investment Banking, Alternative Investments, Portfolio Management, Asset Management, Trading Systems, Financial Modeling, Intex, Systematic Trading, Trepp
Education
Carnegie Mellon University - Tepper School of Business 2005 — 2006
MS, Computational Finance
Boston University
BS, Aerospace Engineering
Hanover Direct December 2008 - Present
Verax Capital January 2006 - Present
Private Family Office May 2003 - December 2006
W.R. Huff Asset Management May 1997 - January 2003
Skills
Financial Analysis, Private Equity, Investments, Mergers, Valuation, Financial Modeling, Strategic Planning, Business Strategy, Project Management, Sales
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA
Private Family Office January 2014 - Present
CNH January 2012 - November 2013
Kirkland & Ellis LLP August 2008 - December 2011
Kimball Hill Homes July 1998 - August 2008
Deluxe Video 1988 - 1998
Education
Oakton Community College
Business
Private Family Office January 2013 - Present
Falcone Family Office June 2009 - January 2013
Private Office of Louise Blouin July 2008 - May 2009
Skills
Budgets, Financial Modeling, Financial Analysis, Accounting, Business Strategy, Managerial Finance, Business Planning, Corporate Finance, Due Diligence, Finance, Financial Reporting, Forecasting, Management, Mergers, Private Equity, Strategy
Education
University of Oxford
Wells Fargo Advisors, LLC April 2014 - Present
Morgan Stanley Wealth Management October 2012 - July 2013
Union Bank January 2012 - October 2012
Private Family Office January 2005 - January 2012
Wells Fargo May 1994 - January 2005
Skills
Investments, Mutual Funds, Asset Allocation, Retirement Planning, 401k, Insurance
Education
University of California, Davis 1976 — 1981
Bachelor of Arts (BA), Psychology
crestmoor
crestmoor
Private Family Office July 2015 - Present
Goodwin Procter LLP October 2014 - July 2015
Hunton & Williams, LLP July 2014 - October 2014
Baker Hostetler, LLP April 2011 - July 2014
Greenberg Traurig August 2003 - March 2011
Saltaire Vol. Fire Co. September 2006 - September 2010
No Secrets, LLC May 2002 - December 2003
The Samples February 1998 - April 2001
Skills
Rescue, Fire Management, EMS, Entertainment, Real Estate
Education
The New York Real Estate Institute 2008 — 2008
New York Real Estate Salesperson, Real Estate Sales
University of Arizona
Private Family Office July 1994 - Present
E.F. Hutton 1976 - 1992
Skills
Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, Budgets, PowerPoint, English, Strategic Planning, Research, Accounting, Financial Analysis, Windows, Public Speaking, Negotiation, Financial Reporting, Business Strategy, GFAS, Portfolio Management, Financial Planning, Leadership, Investments, Mutual Funds, Asset Management, Retirement Planning, Equities
Education
Boston College 1969 — 1973
Bachelor's degree, English/Economics
Bishop Guertin 1965 — 1969
High School
Private Family Office August 1990 - Present
Bert Davis Executive Search January 1985 - December 1987
Bertelsmann Publishing January 1980 - December 1984
Skills
Oil/Gas Royalty..., Payroll, Accounts Receivable, Quicken, Outlook, Accounts Payable, Invoice Processing, Cash, Account Reconciliation
Education
New York University
Bachelor of Arts, Art History
Android Computers, LLC. January 2012 - Present
Greencrest Capital, LLC. 2011 - 2012
Private Family Office 2006 - 2011
Hoefer & Arnett, Inc. 2002 - 2006
Ryan Beck & Co. 1997 - 2001
Oppenheimer & Co. 1990 - 1996
Prudential Securities Inc. 1980 - 1990
Skills
Hedge Funds, Equities, Portfolio Management, Mutual Funds, Equity Research, Venture Capital, Banking, Investments, IPO, Fixed Income
Education
Baruch College, City University of New York (CUNY)
B.B.A., Finance Major
Private Family Office August 2011 - Present
Dow Lohnes PLLC May 2007 - 2011
Akin Gump Strauss Hauer & Feld LLP 2002 - 2006
Sullivan & Cromwell LLP 1999 - 2002
Cravath, Swaine & Moore LLP September 1997 - January 1999
Skills
Investment Strategies, Investment Management, Estate Planning, Tax, Equities, Income Tax, Corporate Governance, Trusts, Tax Law, Partnerships, Family Law
Education
Yale Law School 1993 — 1996
JD, law
Columbia University in the City of New York
BA, Political Science and Government
Agile Fund Solutions, LLC September 2015 - Present
SS&C GlobeOp April 2014 - Present
Citigroup August 2012 - April 2014
GlobeOp Financial Services June 2004 - July 2012
Private Family Office January 2000 - June 2004
Morgan Stanley 1994 - 1999
Skills
Hedge Funds, Fixed Income, Swaps, Prime Brokerage, Credit Derivatives, Equities, Derivatives, Alternative Investments, Capital Markets, Fund Of Funds, Investment Banking, Equity Derivatives, Bloomberg, Options, Middle Office
Education
University at Albany, SUNY 1990 — 1994
Bachelors, Finance
D. McNairy Consulting, LLC 2005 - Present
Private Family Office 2000 - 2005
Charlotte Private Family Office 1998 - 2000
Skills
Accounting, Non-profits, Financial Reporting, Financial Analysis, Management Consulting, Strategic Planning, Budgeting, Financial Management, Budgets
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1993 — 1994
Master, Accounting - Tax
University of Colorado Boulder - Leeds School of Business 1985 — 1989
B.S., Business - Finance
private family office August 2008 - Present
sole proprietor September 1999 - Present
multiple single family offices September 1985 - 2001
Education
The George Washington University 1975 — 1982
BA, history
Baizer Interests, Inc. June 1997 - Present
Private Family Office July 1993 - May 1997
Data Research Associates, Inc. June 1992 - June 1993
The Waterloo Group May 1991 - May 1992
Alvey, Inc. June 1985 - May 1991
McDonnell Douglas Corporation June 1983 - June 1985
Skills
Strategic Planning, Real Estate, Real Estate Development, Commercial Real Estate, Contract Negotiation, Start-ups, Real Estate Transactions, Entrepreneurship, Leadership, Mergers & Acquisitions, Business Development
Education
Washington University in St. Louis 1988 — 1992
Master of Business Administration (MBA)
The University of Texas at Austin 1979 — 1983
Bachelor of Arts (BA), Computer Science
Private Family Office January 2014 - Present
Raymond James Financial Inc. May 2012 - November 2013
GenSpring Family Offices January 2005 - May 2012
SunTrust Bank 1995 - December 2004
Education
University of Rhode Island - College of Business Administration 1971 — 1975
Bachelor of Science with Honors, Business Administration and Management, General
Florida Bankers Association
Florida Graduate Trust School
Private Family Office August 2015 - Present
Amber Lounge & Amber Lounge Hospitality Ltd April 2015 - June 2015
The Savoy, A Fairmont Managed Hotel February 2014 - March 2015
The Savoy, A Fairmont Managed Hotel April 2012 - March 2014
The Savoy, A Fairmont Managed Hotel April 2011 - March 2012
Skills
Hotels, Hospitality Management, Hospitality, Hospitality Industry, Food & Beverage, Open Table, Micros, Fine Dining, Food Service, Food, Banquets, Catering, Rooms Division, Front Office, Hotel Management, MICROS, Restaurants, Pre-opening
Education
Universitatea „Babeș-Bolyai” din Cluj-Napoca 2009 — 2011
Master's degree - Project Management and Project Appraisal
Universitatea „Babeș-Bolyai” din Cluj-Napoca 2005 — 2009
Bachelor's degree - Marketing