Privately Owned Investment Advisory Firm

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Privately Owned Investment Advisory Firm Employees

Employee
Years
Job
Industry
Brad Wilford Brad Wilford Greater New York City Area Details
Brad Wilford's Privately Owned Investment Advisory Firm Experience July 2002 - Present
Job Partner
Industry Venture Capital & Private Equity
Experience
Privately Owned Investment Advisory Firm   July 2002 - Present
Salomon Smith Barney  July 2000 - July 2002

Skills
Financial Modeling, Mergers & Acquisitions, Private Equity, LBO, Financial Analysis, Valuation, Marketing Strategy, Corporate Finance, New Business Development, Due Diligence

Education
Harvard University   1996 — 2000
Bachelor of Arts (A.B.), Economics

Meredith Maroone Meredith Maroone Seattle, Washington Details
Meredith Maroone's Privately Owned Investment Advisory Firm Experience September 2012 - Present
Job Analyst at Privately Owned Investment Advisory Firm
Industry Financial Services
Experience
Privately Owned Investment Advisory Firm   September 2012 - Present
Goldman Sachs  June 2010 - August 2012

Education
University of Miami - School of Business

Mier Wang Mier Wang Greater New York City Area Details
Mier Wang's Privately Owned Investment Advisory Firm Experience March 2013 - May 2013
Job Senior Analyst at MGG Investment Group
Industry Financial Services
Experience
MGG Investment Group   August 2015 - Present
JPMorgan Chase  April 2014 - August 2015
Barclays  May 2013 - April 2014
Privately Owned Investment Advisory Firm   March 2013 - May 2013
Barclays  May 2012 - August 2012
Credit Suisse  June 2011 - August 2011

Skills
Economics, Financial Modeling, Financial Analysis, Investments, Mergers & Acquisitions

Education
University of Pennsylvania - The Wharton School   2009 — 2013
Bachelor of Science in Economic, Finance

Portage Central High School   2005 — 2009
HS Diploma

Alonda White Alonda White Greater St. Louis Area Details
Alonda White's Privately Owned Investment Advisory Firm Experience August 2013 - February 2014
Job Sr. IT Project Manager Consultant at A Major Corporation Headquartered in St. Louis MO
Industry Financial Services
Experience
Major Fortune 500 Company with Headquarters in St. Louis   February 2014 - Present
Privately Owned Investment Advisory Firm   August 2013 - February 2014
Charter Communications  June 2013 - August 2013
Ralcorp Holdingsz   February 2013 - June 2013
Express Scripts  July 2011 - February 2013
Wells Fargo Advisors  October 2009 - May 2011
U.S. Bank   December 2007 - October 2009
JPMorgan Chase  September 2005 - December 2007

Skills
SDLC, Data Warehousing, Banking, Management, XML, Budgets, .NET, Mortgage Lending, Mergers & Acquisitions, Visio, Business Analysis, Business Intelligence, IT Management, Process Improvement, Software Project..., Vendor Management

Education
Missouri State University
Master of Science (M.S.), Information Technology Project Management

University of Phoenix
Bachelor of Science (B.S.), Information Technology

Sandra Ferrer Nevarez Sandra Ferrer Nevarez San Francisco Bay Area Details
Sandra Ferrer Nevarez's Privately Owned Investment Advisory Firm Experience December 1992 - December 1993
Job HomeMaker
Industry Individual & Family Services
Experience
Elementary schools  August 2009 - August 2010
Seneca  December 2008 - December 2009
Coach  November 2008 - November 2009
South of Market Mental Health Services   December 1999 - March 2008
Horizons unlimited of San Francisco   1993 - 2000
Horizons Unlimited  December 1994 - December 1998
Horizons  June 1995 - August 1997
Privately Owned Investment Advisory Firm   December 1992 - December 1993
Nordstrom  July 1989 - August 1991

Skills
Merchandising, Visual Merchandising, Retail, Retail Sales, Store Management, Fashion, Sales, Apparel, Loss Prevention, Inventory Management, Trend Analysis, Store Operations, Customer Service, Styling, Time Management, Cashiering, Inventory Control, Window Displays, Marketing, Facebook, Event Planning, Leadership, Microsoft Word, Community Outreach, Social Services, Case Management, Fundraising

Education
University of California, Berkeley   1989 — 1993
Bachelor of Arts (B.A.), Social welfare and psychology

Debby Daff-Siggins Debby Daff-Siggins Pittsburgh, Pennsylvania Details
Debby Daff-Siggins's Privately Owned Investment Advisory Firm Experience September 2011 - Present
Job Business Owner
Industry Program Development
Experience
Privately Owned Investment Advisory Firm”  September 2011 - Present

Skills
Entrepreneurship, Leadership

Education
Glenville State College   1979 — 1983
B.A. Education, Education

Clay Stroup Clay Stroup Chicago, Illinois Details
Clay Stroup's Privately Owned Investment Advisory Firm Experience May 1994 - March 2001
Job Principal at Context Management, LLC
Industry Venture Capital & Private Equity
Experience
Context Management, LLC   June 2006 - Present
Private Business-to-Business Intelligence Firm   April 2001 - May 2006
Privately Owned Investment Advisory Firm   May 1994 - March 2001
DEP Corporation Los Angeles   1989 - 1993

Skills
Politics, Mergers, Divestitures, New Business Development, Marketing Strategy, Venture Capital, Negotiation, Start-ups, Deals, Investors, Entrepreneur, B2B, Leveraged Finance, Lead Generation, Capital, Small Business, Valuation, Investment Banking, Entrepreneurship, Mergers & Acquisitions, Sales, Management, Selling, Strategy, Leadership, Strategic Planning, Marketing, Business Strategy, Strategic Partnerships, Business Development, Budgets, Team Building, Sales Management, Contract Negotiation, Financial Analysis, Investments

Education
Central Michigan University   1986 — 1994
BSBA, Finance, Marketing, Management

Universidad de Sevilla   1993 — 1994
BS, International Business

Free Soil High School   1982 — 1986

Aaron Farnsworth Aaron Farnsworth Greater New York City Area Details
Aaron Farnsworth's Privately Owned Investment Advisory Firm Experience October 2006 - Present
Job Vice President Finance
Industry Financial Services
Experience
Privately Owned Investment Advisory Firm   October 2006 - Present
Morgan Stanley  September 2005 - October 2006
BISYS Fund Services  October 2003 - September 2005
EY  October 2001 - October 2003
PwC  July 1999 - June 2001

Skills
Financial Modeling, Financial Reporting, Private Equity, Valuation, Financial Analysis, Alternative Investments, Hedge Funds, Management, Equities, Finance, Asset Management, Corporate Finance, Due Diligence, Investments

Education
Babson College

Alicia Mooney Alicia Mooney Birmingham, Alabama Area Details
Alicia Mooney's Privately Owned Investment Advisory Firm Experience September 2010 - Present
Job CPA
Industry Accounting
Experience
Privately Owned Investment Advisory Firm   September 2010 - Present
Warren Averett, LLC  January 2009 - September 2010
Equity Resources LLC   July 2007 - October 2008
Arlington Partners   January 2005 - July 2007
Deloitte  October 2002 - January 2005

Skills
Tax Accounting, Tax, CPA, GAAP, Private Equity, Financial Reporting, Auditing, Accounting, Income Tax, Financial Analysis, US GAAP, Corporate Tax, Financial Accounting, Finance, Tax Preparation

Education
University of Alabama at Birmingham   2001 — 2003
M.Ac., Tax

University of Alabama at Birmingham   1997 — 2001
B.S., Accounting

Ian Arons Ian Arons United States Details
Ian Arons's Privately Owned Investment Advisory Firm Experience August 2003 - Present
Job Professional
Industry
Experience
Privately Owned Investment Advisory Firm   August 2003 - Present
Lehman Brothers  July 2001 - July 2003

Skills
Alternative Investments, Valuation, Venture Capital, Investment Banking, M&A experience, Mergers & Acquisitions, Capital Markets, Financial Modeling, Equities, Private Equity, LBO, Financial Analysis

Education
Indiana University - Kelley School of Business   1997 — 2001
BA, Business Economics

Daniel Levi Daniel Levi Washington D.C. Metro Area Details
Daniel Levi's Privately Owned Investment Advisory Firm Experience May 2011 - June 2012
Job Consultant Services Associate at Marts & Lundy, Inc.
Industry Public Policy
Experience
Marts & Lundy, Inc.   August 2014 - Present
School of Public Affairs at American University   August 2012 - May 2014
Orr Associates, Inc.   May 2013 - April 2014
Coalition for Smarter Growth  September 2012 - April 2013
Privately Owned Investment Advisory Firm   May 2011 - June 2012
Paul, Weiss, Rifkind, Wharton & Garrison LLP   August 2008 - May 2011

Skills
Public Policy, Policy, Policy Analysis, Community Outreach

Education
Franklin & Marshall College   2004 — 2008
BA, Government

American University

Brian Douglass Brian Douglass Orange County, California Area Details
Brian Douglass's Privately Owned Investment Advisory Firm Experience March 2001 - December 2009
Job
Industry Insurance
Experience
Independent Insurance Broker  January 2010 - Present
Privately Owned Investment Advisory Firm   March 2001 - December 2009
Amwest Insurance Group, Inc.   March 1996 - February 2001
Condor Insurance Company   March 1991 - February 1996

Skills
MS Access, QuickBooks, Consolidated Financial..., GAAP, Statutory Accounting..., Insurance Accounting, Statistical Reporting, Internal Audit, Actuarial Reserving,..., Accounting Systems..., Custom Contract Reviews, Accounts Receivable..., Accounts Payable, Multi-state Payroll..., Transaction Processing, New Transaction Analysis, Maintain Complex..., Difficult..., Variance Investigation, Auditing Liaison, SQL and Visual Basic..., Data Mining

Education
Cal State Fullerton
B.A., Business Administration in Accounting

University of California, Irvine
B.A., Economics

Karen Rosendin Karen Rosendin San Jose, California Details
Karen Rosendin's Privately Owned Investment Advisory Firm Experience January 2009 - Present
Job None
Industry Financial Services
Experience
Privately Owned Investment Advisory Firm   January 2009 - Present

Skills
Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, PowerPoint, Financial Analysis, Strategic Planning, Banking, Windows, Budgets, Accounting, Risk Management, Management, Financial Modeling

Education
San Diego State University-California State University   1974 — 1979
Bachelor of Science (BS), Business Administration and Management, General

Presentation High School

Sarah Abboushi Sarah Abboushi Irvine, California Details
Sarah Abboushi's Privately Owned Investment Advisory Firm Experience July 2010 - Present
Job Real Estate
Industry Real Estate
Experience
Privately Owned Investment Advisory Firm   July 2010 - Present
United States Marine Corps  May 2002 - June 2006

Skills
Logistics Planning, Traveled overseas to..., Office Management

Education
Irvine Valley College   2006 — 2010
Bachelor's degree, Sociology

James Tino James Tino Ballston Spa, New York Details
James Tino's Privately Owned Investment Advisory Firm Experience April 1990 - March 1997
Job Hotel Manager at Hilton Worldwide
Industry Hospitality
Experience
Hilton Worldwide  September 2007 - Present
Privately owned  March 1997 - September 2007
Privately Owned Investment Advisory Firm   April 1990 - March 1997

Skills
Hotel Management, Food & Beverage, Restaurants, Hotels, Pre-opening, Rooms Division, Hospitality Management, Hospitality Industry, Front Office, Banquets, Resorts, Hospitality, Property Management..., Fine Dining, Catering

Education
Schenectady County Community College
Associate of Arts and Sciences (A.A.S.), Hotel, Motel, and Restaurant Management