Rochdale Investment Management
Industry: Company
DescriptionFounded: 1975 Subsidiary: City National Rochdale Asia Ltd. Parent organization: City National Bank
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Rochdale Investment Management Employees
iClair, Inc. July 2014 - Present
Sunsweet Growers Inc. June 2013 - August 2013
StudyHippo.Com February 2013 - May 2013
Management Leadership for Tomorrow January 2011 - August 2012
Rochdale Investment Management November 2009 - June 2012
OBN Holdings, Inc. May 2009 - November 2009
Western Asset Management June 2008 - May 2009
Qualico Capital Corporation June 2007 - August 2007
Skills
Investments, Strategy, SQL, Management, Mobile Applications, Entrepreneurship, Leadership, Swift, Start-ups
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
Emory University 2004 — 2008
BBA, Finance, International Business, Music
Lam Research May 2014 - Present
Maxim Integrated Products June 2011 - April 2014
M&T Bank June 2010 - August 2010
Rochdale Investment Management January 2007 - April 2009
The Vanguard Group August 2005 - December 2006
Skills
Finance, Investments, Equities, Forecasting, Internal Audit, Budgets, Financial Services, Pricing, Six Sigma, Mutual Funds, Program Management, Equity Research, Risk Management, Cross-functional Team..., Corporate Finance, Financial Modeling, Financial Analysis, Business Strategy, Competitive Analysis, Valuation
Education
Cornell University - S.C. Johnson Graduate School of Management 2009 — 2011
Master of Business Administration (MBA)
University of Pennsylvania 2001 — 2005
BA, Economics, Mathematics
Federated Investors August 2007 - Present
Rochdale Investment Management February 2001 - August 2007
AXIS Spa April 1992 - June 1998
Skills
Investment Strategies, Equities, Asset Allocation, Alternative Investments, Hedge Funds, Bloomberg, Portfolio Management, Asset Management, Investment Management, Securities, Equity Research, Capital Markets, ETFs, Fixed Income, Investments
Education
Thunderbird School of Global Management 1998 — 1999
MIM
University of Wisconsin-Madison 1986 — 1991
Bachelor in Science, Physics and Italian
Intermedia October 2013 - Present
Fond of Social protection September 2012 - Present
TAOS February 2013 - August 2013
Synopsys February 2013 - May 2013
Rochdale Investment Management December 2010 - July 2012
Olympic Casino March 2008 - June 2010
Fond of Social protection December 2004 - March 2008
Skills
Cacti, Backup Exec, DNS, VMware ESX, Security, Nagios, DHCP, Firewalls
Education
Belaruski Dziarzhauny Universitet 1997 — 2003
Master, Applied Mathematics and Computer Science
Credit Suisse July 2012 - Present
Indiana University Funding Board January 2010 - December 2011
Credit Suisse June 2011 - August 2011
Theta Chi Fraternity January 2010 - December 2010
Rochdale Investment Management June 2010 - August 2010
Centra Financial Group June 2009 - August 2009
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Data Analysis, Economics, PowerPoint, Public Speaking, Finance, Research, Fundraising, Valuation, Microsoft Word, Accounting, Financial Reporting
Education
Indiana University - Kelley School of Business 2008 — 2012
BS, Finance
Indiana University Bloomington 2008 — 2012
BA, Economics
Brighton High School 2004 — 2008
Beacon Capital Partners July 2003 - Present
Rochdale Investment Management 2000 - 2001
William Wilson and Associates 1997 - 2000
Skills
Asset Managment, Real Estate Development, Real Estate, Real Estate Private..., Due Diligence, Real Estate Transactions, Valuation, Disposition, Acquisitions, Investments, Real Estate Economics, Property Management, Commercial Real Estate, Financial Modeling, Private Equity, Investment Properties, Financial Analysis, Portfolio Management, Real Estate Financing, Investor Relations, Asset Management, Dispositions, Financial Structuring, Leases, Mergers, Strategy, Management
Education
The Tuck School of Business at Dartmouth 2001 — 2003
MBA, MBA
University of Virginia 1993 — 1996
BA, Economics
AIG Advisor Group June 2014 - Present
Fitch Ratings February 2013 - May 2014
Starr & Company, LLC June 2008 - June 2010
Rochdale Investment Management October 2006 - June 2008
Education
Rutgers University
Bachelor of Arts (B.A.), History
Guardian Life December 2014 - Present
Consultant September 2014 - Present
City National Rochdale May 2012 - August 2014
Rochdale Investment Management January 2006 - May 2012
Rochdale Securities January 1999 - December 2005
Rochdale Securities September 1997 - December 1998
Skills
Amazon Web Services..., Microsoft Azure Cloud, IBM SoftLayer, Servers, Data Center, Networking, Microsoft Exchange, Cisco Technologies, Virtualization, Management, Microsoft Office 365, Google Apps, Enterprise Architecture, Information Technology, Network Security, IT Strategy Planning..., Network and System..., Datacenter Design and..., IT Service Management, Mission Critical, Disaster Recovery and..., Contract/Vendor..., Cisco Unified Call..., Cisco ASA and PIX..., Vmware vSphere,..., Kaspersky Open Space..., FC SAN, Symantec Endpoint..., iSCSI, Various trading and..., TCP/IP, Websense Security, Brocade Fibre Switches, Red Hat, CentOS, Suse,..., Apple Mac OS X, Microsoft Windows 3.1 -..., Microsoft Terminal,..., Microsoft C#.NET,..., Adobe PhotoShop,..., MCSE 2003 Certified, Barracuda Spam Firewall, DLP: Cloud-based and..., Citrix XenApp and..., Sonicwall NextGen..., NAS, 10G Ethernet
Education
National Technical University of Ukraine 'Kyiv Polytechnic Institute' 1991 — 1997
Master of Science (MS)
Boston Capital June 2015 - Present
State Street Bank March 2014 - June 2015
State Street Bank June 2012 - March 2014
State Street Bank February 2011 - June 2012
Investor Group Services (IGS) October 2010 - February 2011
Merrill Lynch June 2009 - September 2009
Rochdale Investment Management June 2007 - August 2007
Skills
Bloomberg, Outlook, Microsoft Excel, Valuation, PowerPoint, Microsoft Word, Crystal Ball, Morningstar, Peachtree, Financial Modeling, Financial Analysis, Fixed Income, Access, Data Analysis, Equities, Investments, Portfolio Management, Bloomberg Terminal, Financial Reporting, Equity Research, Finance, Private Equity, Quantitative Analytics, Thompson One, Market Research, Bonds, Mutual Funds, Accounting, Asset Managment, Microsoft Office, Account Reconciliation, Due Diligence, Financial Accounting, Accounts Payable, Financial Statement..., Financial Risk, Analysis, Corporate Finance
Education
Bentley University 2007 — 2010
Bachelor of Science (B.S.), Corporate Finance & Accounting
Fudan University 2009 — 2009
Chinese Language & Culture
VINS MEDIA March 2014 - Present
Tastey January 2014 - Present
Rochdale Investment Management September 2010 - 2013
RVK March 2009 - August 2010
Longbow Research June 2008 - August 2008
McDonald Investments May 2006 - August 2006
Morgan Stanley May 2005 - August 2005
Skills
Digital Media, Marketing Strategy, Consumer Insight, Web Design, Brand Development, Market Research, JavaScript, HTML, CSS, Social Media Consulting, Product Launch, Financial Modeling, Equity Research, Alternative Investments, Investments, Portfolio Management, Hedge Funds, Bloomberg, Equities, Fixed Income, Asset Allocation, Series 7, Valuation, Asset Management, Capital Markets, Investment Management, Microsoft Excel, Research, Series 63, Derivatives, Financial Analysis, Asset Managment, Equity Valuation
Education
Cornell University
B.A., Economics
City National Rochdale Wealth Management July 2012 - April 2015
Rochdale Investment Management July 2011 - July 2012
WOD Consulting October 2009 - June 2011
Clay Finlay LLC September 1990 - September 2009
Clay Finlay (HK) Ltd. April 2007 - August 2009
Clay Finlay (Europe) Ltd April 2004 - August 2009
Clay Finlay Pension Plan March 2003 - August 2009
Deloitte September 1986 - September 1990
Skills
Finance, Investments, Mutual Funds, Investment Management, Securities, Tax, Equities, Hedge Funds, Broker-Dealer, Financial Analysis, Financial Services
Education
Fairfield University
Bachelor of Science (BS), Accounting and Finance
Fairfield University
City National Rochdale January 2013 - Present
Rochdale Investment Management August 2005 - February 2013
Rochdale Investment Management August 2005 - December 2007
FactSet Research Systems September 2001 - August 2004
Skills
Asset Allocation, Quantitative Research, Portfolio Management, Analysis, Finance, Strategy, ETFs, Alternative Investments, Hedge Funds, Investment Strategies, Fixed Income, Asset Managment, Investment Banking, Asset Management, Bloomberg, Equities
Education
Hofstra University 2004 — 2006
MBA, Finance
University of Scranton 1997 — 2001
Bachelor, Finance
Rochdale Investment Management COO & General CounselETG, LLCJanuary 1997 - January 2007
Skills
Alternative Investments, Hedge Funds, Asset Management, Mutual Funds, Equities, Investments, Fixed Income, Securities, Portfolio Management, Capital Markets, Financial Modeling, Series 7, Risk Management, finacial services, BD and RIA Compliance, Financial Services, Operations Management, General Corporate..., Chief compliance officer, Legal Compliance, Wealth Management
Education
Brooklyn Law School
JD
West Virginia Investment Management Board October 2008 - Present
Herrington Investment Solutions, Inc. April 2002 - Present
Rochdale Investment Management August 1999 - April 2002
Tokai Bank August 1994 - August 1999
Carter Organization March 1993 - August 1994
Value Line September 1992 - March 1993
Schlumberger May 1991 - September 1991
Skills
Finance, Investments, Portfolio Management, Asset Managment, Investment Advisory, Strategic Financial..., Mutual Funds, Hedge Funds, Strategic Planning, Investment Management, Securities, Telecommunications, Asset Management, Equities, Asset Allocation, Investor Relations, Financial Analysis, Management, Analysis, Credit, Financial Planning, Pensions
Education
Georgia Institute of Technology - Georgia Tech College of Management 1990 — 1992
Emory University 1984 — 1988
BA, Economics and Political Science
Shady Side Academy
Titan Advisors October 2007 - Present
Rochdale Securities 1998 - 2007
Rochdale Investment Management 1998 - 2007
Isreal Bonds 1996 - 1998
Education
Fairleigh Dickinson University 1982 — 1986
Bachelor of Science, Accounting
US Pump Corp September 2012 - Present
Stepinac High School September 2009 - August 2012
Rochdale Investment Management June 2011 - August 2011
Skills
Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Outlook, Windows, English, Research, Photoshop, Public Speaking, Teaching, Budgets, HTML, Strategic Planning, Negotiation, Editing, Teamwork
Education
Pace University 2004 — 2009
Bachelor's degree, History
Federal Reserve Bank of Richmond August 2014 - Present
University of Florida August 2009 - August 2014
TCF Bank August 2008 - July 2009
Mercedes Benz USA January 2008 - May 2008
Merrill Lynch January 2008 - May 2008
Rochdale Investment Management September 2007 - December 2007
Ramapo College of New Jersey October 2006 - December 2007
New Europe Corporate Advisory May 2007 - August 2007
Education
University of Florida - Warrington College Of Business 2009 — 2014
PhD, Finance
Ramapo College of New Jersey 2004 — 2008
BS, Finance
OppenheimerFunds September 1999 - Present
Rochdale Investment Management December 1995 - September 1999
Oppenheimer Capital / Quest for Value Funds August 1994 - November 1995
Dreyfus Service Corporation October 1992 - August 1994
Skills
Mutual Funds, Separately Managed..., Product Development, Asset Management, Investments, Wholesaling, 529 Plans, Series 63, Series 7, Wealth Management, Alternative Investments, Asset Allocation, Series 24, Financial Services, Investment Management, Portfolio Management, Equities, Asset Managment, Fixed Income
Education
Adelphi University 1992 — 1994
MBA, Corporate Finance & Investments
University at Albany, SUNY 1986 — 1990
B.S., Business Administration / Finance
Neuberger Berman February 2003 - Present
Rochdale Investment Management March 1997 - February 2003
Skills
Hedge Funds, Equities, Asset Allocation, Alternative Investments, Equity Research, Mutual Funds, Fixed Income, Series 7, Asset Management, Wealth Management, Financial Advisory, Portfolio Management, Investment Advisory, Investment Management, Investment Strategies
Education
Thunderbird School of Global Management 1995 — 1996
MBA, Finance
The University of Texas at Austin 1986 — 1990
Bachelor of Business Administration (B.B.A.), International Marketing
Evercore June 2015 - Present
Harvard Management Company September 2014 - November 2014
Evercore June 2014 - August 2014
BNY Mellon (The Boston Company) June 2013 - August 2013
Rochdale Investment Management July 2011 - August 2011
Skills
Stata, R, Bloomberg, PHP, HTML, C, JavaScript, SQL, VBA, Matlab, SAS
Education
Harvard University 2011 — 2015
Bachelor’s Degree, Statistics, Cum Laude
Beijing Language and Culture University 2012 — 2012
Mandarin Chinese
Bridgewater-Raritan Regional High School 2007 — 2011
High School, Valedictorian
Tom James Company October 2010 - July 2015
E&J Gallo Winery June 2009 - September 2010
The Royal Palm Tavern October 2006 - June 2009
Rochdale Investment Management June 2007 - August 2007
Condor Capital Investment Management 2004 - 2005
Skills
Apparel, Wardrobe, Merchandising, Fashion, Sales Management, Sales, Fit
Education
Cornell University 2005 — 2009
B.S., Dyson School of Applied Econonics and Mgmt.
Manufacture New York October 2013 - Present
Independent, ACF, Tennaxia January 2012 - August 2014
Energy & Resource Solutions January 2010 - November 2011
The Louis Berger Group February 2006 - November 2008
Rochdale Investment Management July 2005 - February 2006
Association of Bay Area Governments September 2000 - December 2003
Triangle J Council of Governments May 1998 - January 1999
Skills
Strategic Planning, Strategy, Policy Analysis, Project Management, Energy Efficiency, Environmental Awareness, Program Management, Regional Planning Policy, Public Speaking, Analysis, Sustainable Business, Economic Development, Policy, Environmental Impact..., Energy..., Coaching, Sustainable Fashion, Cost Benefit, Business Development, Market Analysis, Benefit Cost Analysis, Statistics, Marketing & Outreach, Report Writing & Editing, Stakeholder Engagement..., Database Development &..., Salesforce, Pollution Prevention..., Management, Research
Education
University of North Carolina at Chapel Hill 1996 — 1998
Master of Regional Planning (MRP)
University of California, Berkeley
BA
Barclays Capital July 2014 - Present
Deloitte Transactions & Business Analytics (DTBA) October 2013 - June 2014
Training The Street May 2013 - September 2013
Deloitte Transactions & Business Analytics (DTBA) January 2013 - April 2013
Rochdale Investment Management June 2012 - August 2012
GE Capital 2011 - 2011
Murdock Capital Partners 2006 - 2009
Education
Fordham University - Graduate School of Business Administration 2011 — 2013
Master of Business Administration (MBA), Public Accounting & Finance, 3.98
San Francisco State University 2003 — 2005
B.S., International Business
City National Rochdale September 1983 - Present
Rochdale Investment Management 1983 - September 2013
R W CORBY & CO 1980 - 1983
Skills
Portfolio Management, Asset Management, Investments, Management, Equities, Asset Allocation, Mutual Funds, Alternative Investments, Securities, Hedge Funds
Education
Georgetown University 1971 — 1973
foreign service Graduate school
Boston College 1964 — 1968
bs, econ
Coleman Research Group May 2008 - Present
HealthCare Research and Consulting May 2003 - May 2008
Rochdale Investment Management 1998 - 2002
Cavel Group of Companies 1991 - 1992
Skills
Market Research, Management, Hedge Funds, Business Strategy, Strategic Planning, Strategy, Analysis, Equities, Financial Modeling, Research
Education
St. John's University
Master of Business Administration (MBA), Finance and Financial Management Services
Research, Marketing and Business Development March 2012 - Present
Coleman Research Group May 2008 - March 2012
HealthCare Research and Consulting June 2002 - May 2008
Rochdale Investment Management March 1999 - April 2002
Aaron Diamond AIDS Research Center June 1996 - May 1997
National Institutes of Health June 1991 - June 1996
Skills
Business Management, New Business Development, Business Strategy, Product Development, Product Marketing, Investment Products, Investment Research, Cross-functional Team..., Team Leadership, Investments, Equity Research, Financial Modeling, Market Research, Due Diligence, Expert Networks, Strategy, Financial Analysis, Competitive Analysis, Capital Markets, Start-ups, Business Planning, Entrepreneurship, Investment Management, Asset Management, Equities, Financial Services, Investment Banking, Finance, Business Development, Marketing, Relationship Management, Competitive Intelligence, Team Management, Consulting, Strategic Consulting, Executive Management, Hedge Funds, Product Launch, Management
Education
Columbia University - Columbia Business School 1997 — 1999
MBA, Finance
American University 1992 — 1995
MS, Developmental Biology
American University 1987 — 1991
BS, Biology
ABCO Facility Maintenance May 2014 - Present
DansApps January 2010 - Present
The Wallace Foundation October 2013 - April 2014
NEST+m September 2012 - August 2013
NEST+M September 2011 - August 2012
Rochdale Investment Management April 2004 - October 2009
NYARA - New York Adventure Racing Association May 2002 - May 2004
Rochdale Investment Management August 2000 - April 2004
Grey Group March 2000 - June 2000
Sirmos February 1998 - February 2000
Skills
Illustrator, Photoshop, PowerPoint, Graphic Design, Microsoft Office, Microsoft Excel, Icon Design, Microsoft Word, HTML, User Experience Design, User Interface Design, Corporate Training, Training, Teaching, Instructional Design, Curriculum Design, Assessment, Lesson Planning, Teaching Writing, Teaching Reading, Singapore Math, Science Education, Special Education, IEP Writing, Learning Disabilities, Elementary Education, Adobe Creative Suite, Marketing, Photography, Art, Editing, Publishing, Dreamweaver, Nonprofits, Mac, Creative Writing, Blogging, IEP, Technology Needs...
Education
Touro College 2009 — 2011
MS in Childhood Education, General Education and Special Education Grades 1-6, 3.9 GPA
Baruch College 2007 — 2007
None, Mathematics
City University of New York Graduate Center 2007 — 2007
None, Art History, Criticism and Conservation, 4.0 GPA
The Cooper Union for the Advancement of Science and Art 1989 — 1994
BFA, Fine/Studio Arts, General, 2.9 GPA
Altium Wealth Management, LLC February 2014 - Present
Opus Advisory Group 2010 - January 2014
Collins Stewart October 2008 - April 2010
Rodman and Renshaw 2007 - 2008
Rochdale Investment Management 2004 - 2006
Prudential Securities 2000 - 2004
Skills
Wealth Management, Portfolio Management, Risk Management, Hedge Funds, Estate Planning, Retirement
Education
Fairfield University 1996 — 2000
BS, Finance, Accounting, Economics
Archbishop Stepinac HS 1993 — 1996
General Assembly June 2015 - August 2015
Victory Healthcare November 2013 - September 2014
Consilium Global Research January 2009 - October 2013
WWE October 2012 - April 2013
Rochdale Investment Management October 2002 - October 2008
Goldman Sachs March 2001 - March 2002
ING Barings LLC May 2000 - March 2001
Columbia Cornell Care LLC New York, NY September 1999 - May 2000
Ernst & Young LLP April 1998 - September 1999
Deloitte & Touche LLP July 1996 - April 1998
Skills
User Research, Competitive Analysis, Interviews, Design, Storytelling, Storyboarding, Wireframes, Doodling, Copywriting, Writing, User Flows, Research, Problem Solving, Psychology, Rapid Prototyping, Stakeholder Engagement, Interaction Design, Cognitive Psychology, Market Analysis, Valuation, Equity Research, Investments, Financial Modeling, Equities, Financial Analysis, Social Media, Asset Management, Bloomberg, Microsoft Office, Asset Managment, Microsoft Excel, PowerPoint, Public Speaking, Microsoft Word, Excel, Word, Paper Prototyping, Team Building, Strategy, Start-ups, Hedge Funds, Analysis, Due Diligence, Mergers & Acquisitions, Management, Fixed Income
Education
Harvard School of Public Health 1994 — 1996
MS, Health Policy & Management
University of California, Berkeley 1991 — 1994
BA, psychology
Brown Brothers Harriman June 2015 - Present
Citi January 2014 - June 2015
Jaffe & Koumordas, LLP and Country-Wide Insurance Company January 2013 - May 2013
Neil A. Weinrib & Associates June 2012 - August 2012
Kings County District Attorneys Office August 2011 - November 2011
Neil A. Weinrib & Associates June 2011 - August 2011
Rochdale Investment Management June 2008 - August 2008
Skills
Legal Research, Research, Immigration Law, Motions, Litigation, Legal Writing, Trials, Intellectual Property, Transactional Law, Microsoft Office, Hearings, Criminal Law, Lexis, Courts, Civil Litigation, LexisNexis, Corporate Law, Westlaw
Education
Hofstra University School of Law 2010 — 2013
JD, Law
Colgate University 2005 — 2009
BA, Political Science, Economics
Horace Mann School 2001 — 2005
Access Capital Advisors July 2015 - Present
MK Consulting November 2014 - Present
Bertner Advisors, LLC September 2013 - November 2014
Palisade Capital Management November 2007 - September 2013
Rochdale Investment Management December 2005 - November 2007
Fiduciary Trust Company December 2001 - November 2005
Deutsche Asset Management December 2000 - December 2001
Deutsche Asset Management May 1998 - December 2000
Corn Refiners Association August 1992 - June 1997
Chemical Manufacturers Association August 1989 - August 1992
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA)
St. Olaf College 1985 — 1989
Bachelor's degree, Chemistry and German
Paramount Capital Corporation July 2011 - Present
NRC Realty & Capital Advisors, LLC January 2010 - June 2011
Rhodes Companies, LLC January 2008 - November 2009
Lynch Investments, LLC January 2006 - December 2007
Rochdale Investment Management November 2003 - December 2005
Skills
Start-ups, Investment Properties, Residential Homes, Structured Finance, Mergers & Acquisitions, Corporate Finance, Management, Finance, Business Development, Real Estate, Mergers, Portfolio Management, Strategy, Financial Analysis, Negotiation, Disposition, Alternative Investments, Investments, Capital Markets, Private Placements, Asset Managment, Property Management, Private Equity, Real Estate Economics, Brokerage, Marketing, Investment Strategies, Underwriting, Real Estate Transactions, Financial Modeling, Equities, Commercial Real Estate, Entrepreneurship, Loans, Contract Negotiation, Valuation, Due Diligence, Acquisitions, Real Estate Financing
Education
Harvard Business School 2000 — 2000
Executive Program, Financial Management
DePaul University - Charles H. Kellstadt Graduate School of Business 1981 — 1983
MBA, Finance
Southern Illinois University, Carbondale 1973 — 1978
Bachelor of Science, Accounting
Santa Clara University 2014 — 2014
NA, Finance and Real Estate, NA
Victoria's Secret Beauty June 2013 - Present
Victoria's Secret Beauty June 2012 - May 2013
Rochdale Investment Management June 2011 - May 2012
J&L Marketing, Inc. June 2011 - March 2012
Victoria's Secret May 2010 - January 2011
Skills
Data Analysis, Microsoft Office, Microsoft Excel, MicroStrategy Reporting, PowerPoint, Retail, Analysis, Outlook
Education
Fordham University 2009 — 2013
B.S., Business Administration with a Dual Concentration in Finance and Marketing and a Minor in Economics
Fordham University London Centre at Heythrop College 2011 — 2011
Waldwick High School
Knight Properties LLC July 2014 - Present
Hart Agency May 2015 - Present
P&Gs Bar and Grill August 2011 - May 2014
Rochdale Investment Management June 2012 - August 2012
Skills
Real Estate, Leadership, Microsoft Excel, Sales, Research, Microsoft Office, SPSS, Access
Education
SUNY New Paltz 2010 — 2014
Bachelor's degree, Finance, General, Senior
Voya Investment Management May 2014 - Present
ING Investment Management November 2004 - April 2014
Fisher Investments 2002 - 2003
Rochdale Investment Management 1996 - 2002
JPMorgan Chase 1994 - 1996
Deutsche Bank 1988 - 1994
Skills
Investments, Investment Management, Portfolio Management, Equities, Asset Allocation, Mutual Funds, Fixed Income, Alternative Investments, Series 63, Investment Banking, Bloomberg, Asset Management, Hedge Funds, Securities, Bonds, Equity Research, Investment Strategies, Trading
Education
Fordham Gabelli School of Business 1990 — 1995
MBA, Finance
Union College 1984 — 1988
BA, Economics
Empire Wealth Strategies 2015 - 2015
Grillo Investment Management 2010 - 2014
Pace University 2011 - 2012
City University of New York 2010 - 2012
Touro College 2011 - 2011
Marymount University 2010 - 2010
Conrad Capital Mangement 2009 - 2010
Grand Central Capital, LLC 2008 - 2008
Lehman Brothers 2007 - 2008
Rochdale Investment Management 2004 - 2007
Education
Harvard University
BA, English
New York University - Leonard N. Stern School of Business
MBA, Economics/Finance
Jacobs Levy Equity Management July 2015 - Present
Ashmore July 2013 - May 2015
Artio Global October 2010 - August 2012
AXA Rosenberg June 2005 - September 2010
MSCI Barra October 2002 - June 2005
Rochdale Investment Management September 2001 - October 2002
Skills
Portfolio Management, Investment Management, Asset Management, Investment Strategies, Equities, Fixed Income, Hedge Funds, Alternative Investments, Series 63, Mutual Funds, Series 7 & 63, Product Management, Asset Allocation, Market Research, Investments, Bloomberg, Securities, Series 7, Derivatives, Capital Markets, Equity Research, Financial Markets, Financial Services, Trading Systems
Education
The University of Chicago
BA, Political Science
University of Iowa
MS, Political Science
The Blackstone Group June 2014 - Present
Angelo, Gordon & Co. June 2013 - August 2013
Rochdale Investment Management June 2012 - August 2012
The Setai Fifth Avenue - A Capella Managed Hotel February 2011 - April 2011
Exact Capital June 2010 - August 2010
Skills
PowerPoint, Microsoft Excel, Social Media, Microsoft Office, Microsoft Word, Finance, Hedge Funds, Valuation, Real Estate, Public Speaking
Education
Cornell University
Bachelor's Degree, Real Estate Minor
Rye Country Day School
PIMCO December 2007 - Present
Allianz Global Investors/PIMCO December 2007 - March 2010
ADP 2006 - 2007
Rochdale Investment Management July 2005 - January 2006
OppenheimerFunds February 2001 - July 2005
Glenn Michael Financial December 1998 - February 2001
Skills
Series 7, Series 63, Series 65, Life and Health Licenses, Wealth Management, Retirement Planning, Strategic Financial..., 401k, Investment Management, Fixed Income, Equities, Hedge Funds, Asset Managment, Asset Allocation, CIMA, Investment Advisory, ETFs, Bonds, Finance, Wealth, Fund Of Funds, Wealth Management...
Education
Hofstra University 1995 — 1998
Bachelor of Arts (BA), Interdisciplinary Studies
State Street Global Advisors October 2013 - Present
State Street Global Advisors January 2012 - Present
State Street Corporation January 2011 - September 2012
State Street Global Advisors January 2001 - February 2011
Rochdale Investment Management January 2000 - January 2001
ING FURMAN SELZ ASSET MANAGEMENT January 1999 - January 2000
DEUTSCHE MORGAN GRENFELL January 1994 - January 1997
KIDDER, PEABODY, & CO., INC January 1991 - January 1993
Education
Columbia University - Columbia Business School 1997 — 1999
MBA, Finance
BARNARD COLLEGE, COLUMBIA UNIVERSITY
BA, Political Science
BNY Mellon Wealth Management May 2015 - Present
Glass, Lewis & Co. January 2012 - December 2014
Rochdale Investment Management August 2009 - December 2011
Investment Banking Institute July 2009 - August 2009
American Stock Transfer & Trust Co LLC April 2009 - August 2009
Corinthian Media January 2007 - April 2009
Skills
Customer Relations, Mergers, Financial Analysis, Analysis, Financial Modeling, Valuation, Research, Capital Markets, Microsoft Excel, PowerPoint, Asset Managment, Strategic Planning, Mergers & Acquisitions, Asset Management, Leadership, Customer Service, Entrepreneurship, Public Speaking, Trading, Portfolio Management, Economics, Bloomberg, Hedge Funds, Alternative Investments
Education
Brown University 2001 — 2005
Bachelors, Economics
Saint Ann's
Rochdale Investment Management August 2004 - March 2011
Malcolm S. Taub, LLP June 2003 - January 2004
Partners International October 2002 - February 2003
Tyco International August 2000 - August 2002
Law Office of Alan J. Mergel February 1999 - August 2000
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, CRM, Visio, Outlook, Data Entry, Switchboard, Mailroom Operations, Travel Arrangements, Confidentiality, Citrix, Citrix Metaframe, Calendars, Leadership, Invoicing, Research, Fax, PowerPoint, Office Equipment, Management
Education
Borough of Manhattan Community College
Associate's degree
DEWITT CLINTON HIGH SCHOOL
Wakefield Funds June 2011 - Present
Oppenheimer & Co. December 2001 - June 2011
Dunbar Capital October 2000 - December 2001
Rochdale Investment Management January 2000 - September 2000
Brandywine Asset Management 1991 - 1999
Skills
Equities, Portfolio Management, Asset Managment, Managed Futures, Fund Of Funds, Asset Management, Hedge Funds, Alternative Investments, Investments, Investment Advisory, Investment Strategies, Asset Allocation, Fixed Income, Bloomberg, Trading, Series 7, Investment Management, Series 63, Securities, Mutual Funds, Financial Advisory, Options, ETFs
Education
University of Scranton 1985 — 1989
B.S., Accounting
Cleveland Clinic September 2015 - Present
Kepler Capital Markets September 2010 - August 2011
Exane BNP Paribas October 2007 - August 2010
Rochdale Investment Management December 2006 - October 2007
UBS April 2004 - November 2006
J.P. Morgan February 2003 - April 2004
UBS April 2001 - January 2003
Goldman Sachs November 1999 - March 2001
Skills
Hedge Funds, Equities
Education
Concordia College-New York 2013 — 2014
Bachelor of Science (B.S.), Registered Nursing/Registered Nurse
Boston University 1989 — 1993
Bachelor of Arts (B.A.), English Language and Literature, General
Greenwich High School 1985 — 1989
Global Development Solutions, LLC 2010 - Present
Sahara Soul Travel 2005 - Present
Rochdale Investment Management 1997 - 2008
Jumbotronic International SA July 1994 - October 1995
MBA Enterprise Corps 1994 - 1995
Citibank, N.A. June 1993 - August 1993
Office of Thrift Supervision, U.S. Treasury Department 1989 - 1992
General Motors Austria, GmBH 1988 - 1988
Skills
Marketing, Strategic Planning, Business Development, Marketing Strategy, Product Management, Market Research, Competitive Analysis, Product Development, SME development, Media Relations, Financial Analysis, International..., Financial Modeling, Asset Management, Alternative Investments, Strategic Partnerships, Strategy, Marketing Communications, Investments, Portfolio Management, Valuation, Social Media, Marketing Management, International Business, Training, Management, Finance, Risk Management, Mutual Funds, Economics, Value Chain Analysis, Economic Development, Climate Change, Sustainable Development, Communication, Relationship Management, Wealth Management, Emerging Markets, Policy Analysis, Investment Management, Investment Strategies, Hedge Funds, Investment Advisory, Asset Allocation, Market Analysis, Business Planning, Business Strategy, Analysis
Education
Northwestern University - Kellogg School of Management 1992 — 1994
MBA
American University 1985 — 1989
BSBA
American University Center in Vienna 1988 — 1988
North Ridgeville High School
Robotti & Company Advisors, LLC November 2009 - Present
Aquamarine Capital Management LLC February 2009 - November 2009
Ruane, Cunniff & Goldfarb May 2007 - August 2007
Rochdale Investment Management May 2000 - May 2006
Morgan Stanley February 1998 - April 2000
Skills
Value Investing, Special Situations, Fundamental Research, Investments, Hedge Funds, Equities, Portfolio Management, Asset Managment, Financial Modeling, Valuation, Asset Management, Bloomberg, Equity Research, Fixed Income, Research, Securities
Education
Columbia University - Columbia Business School 2006 — 2008
MBA, Accounting and Finance
University of Maryland - Robert H. Smith School of Business 1992 — 1997
BS, Finance and Marketing
Triton Pacific Capital Partners 2014 - Present
Wilkinson Capital / Arque Capital, Ltd. October 2011 - August 2013
Hartman Real Estate 2008 - 2011
Bluerock Real Estate, LLC 2006 - 2007
Rochdale Investment Management 2005 - 2006
ING Investment Management 1998 - 2001
Skills
Series 7, Investments, Alternative Investments, Series 63, Mutual Funds, Investment Advisory, Securities, Asset Allocation, Investment Strategies, Retirement Planning, Financial Advisory, Fixed Annuities, Asset Managment, Wealth Management, Selling, FINRA, Series 65, Series 6, Private Placements, Financial Services, IRAs, Retirement, Investment Management, Series 24, 401k, ETFs, Relationship Management, Wealth Management..., Variable Annuities, Wealth, 401k Rollovers, Uniform Combined State..., Hedge Funds, Separately Managed..., Strategic Financial..., Equities, Estate Planning, Life Insurance, Fixed Income, Bonds, Financial Planners, Private Equity, Institutional..., Insurance, Funding, Trading, Sales, Financial Planning, Asset Management
Education
The University of Texas at Austin
Architecture
Texas State University
BBA, Finance
University of Miami
Architecture
CAIA Candidate
Grosse Pointe
Franklin Templeton Investments 2014 - Present
Stifel Financial Corp. 2012 - 2013
Rochdale Investment Management 2008 - 2011
Mellon Capital Management 2007 - 2008
Bank of Copenhagen 2005 - 2007
Øresundsbro Konsortiet 2003 - 2005
Aarhus School of Business 2002 - 2003
Skills
Hedge Funds, Asset Allocation, Portfolio Management, Alternative Investments, Investments, Asset Management, Trading, Mutual Funds, Derivatives, Risk Management, Business Development, CRM, Sales, Strategic Partnerships, Enterprise Software, Financial Markets, Entrepreneurship, VBA, Bloomberg, Fixed Income, Leadership, International Business, IPO, Performance Measurement, FactSet, Bonds
Education
CFA Institute
CFA, CFA Charterholder
Copenhagen Business School 2003 — 2005
Master of Science, Finance
Aarhus School of Business 2000 — 2003
BS, Economics and Business Administration
FINRA
Series 7, Series 66
BBR Partners March 2012 - Present
Rochdale Investment Management April 2011 - March 2012
International Fund Services (Ireland) Ltd, A State Street Company September 2009 - April 2011
National Life Group January 2008 - May 2009
Skills
Advent APX, Advent Axys, Microsoft Office, Pivot Tables, Equities, Axys
Education
Saint Michael's College 2005 — 2009
B.S, Business Administration; International Business, and Italian
Harwood Union High School 2001 — 2005
Diesel January 2013 - Present
Giorgio Armani 2012 - 2013
Garan 2009 - 2011
Aeropostale 2008 - 2009
Ermenegildo Zegna 2006 - 2008
Theory 2002 - 2006
Rochdale Investment Management 2001 - 2001
Getasia 1999 - 2000
Lehman Brothers 1997 - 1999
Skills
Retail, Cross-functional Team..., Apparel, Management, Strategy, Merchandising, Trend Analysis, Sales, Project Planning, Merchandise Planning
Education
Columbia University in the City of New York 1993 — 1997
Bachelor of Arts (BA), Biology, Political Science
Jakarta International School
Iridian Asset Management LLC March 2003 - Present
Rochdale Securities Corporation January 2000 - March 2003
Rochdale Investment Management 2000 - 2003
Development Corporation for Israel 1994 - 1997
Skills
Hedge Funds, Investment Advisory, Asset Management, Compliance, Alternative Investments
Education
New York University School of Law 1992 — 1993
LL.M., Corporate Law
Western New England College School of Law 1989 — 1992
J.D., Law
Hofstra University 1986 — 1989
B.A., Political Science
JPMorgan Chase 2005 - Present
NYHTC 2001 - 2005
Rochdale Investment Management 2000 - 2001
Skills
Team Building, Derivatives, Quantitative Finance, Credit Derivatives, Management, Trading Systems, Business Analysis, Interest Rate..., Risk Management, Financial Risk, SQL, SDLC, Structured Products, Information Security, Fixed Income
Education
Carnegie Mellon University 2005 — 2006
The Graduate Center, City University of New York 1994 — 1996
BA, Actuarial Science / Finance
#79
City National Rochdale July 2012 - Present
Rochdale Investment Management June 2004 - June 2012
Sterling Financial 1998 - 2002
Skills
Hedge Funds, Bloomberg, Financial Analysis, Microsoft Excel, Alternative Investments, Financial Modeling, Asset Allocation, Asset Management, Equities, Mutual Funds, Financial Reporting, Capital Markets, Wealth Management, Portfolio Management, SEC filings, Asset Managment, Investments, Investment Management, Valuation
Education
City University of New York-Queens College 1983 — 1987
Bachelor's degree, Accounting and Finance
Federated Investors, Inc. March 2012 - Present
Federated Investors, Inc. August 2007 - Present
Rochdale Investment Management 2004 - 2007
Salomon Brothers International 1989 - 1997
Skills
Portfolio Management, Equities, Hedge Funds, Fixed Income, Bloomberg, Investments, Derivatives, Mutual Funds, Strategy, Finance, Emerging Markets, Quantitative Analytics
Education
London Business School 1999 — 2000
MSc, Masters in Finance
Rensselaer Polytechnic Institute
Bachelor of Applied Science (B.A.Sc.), Computer & Systems Engineering
Franklin Templeton Investments September 2004 - Present
Citigroup Asset Management February 1999 - September 2004
Rochdale Investment Management August 1996 - February 1999
Brown Brothers Harriman July 1994 - August 1996
Education
Pace University - Lubin School of Business 1994 — 1996
MS, Investment Management
Le Moyne College 1992 — 1994
BS, Business, Finance
Eclipse International, Inc. January 2013 - Present
Energex OTC Brokers Inc. July 2009 - December 2012
Area International Trading Corp July 2008 - February 2010
The Corporate Marketplace January 2008 - May 2008
Rochdale Investment Management June 2007 - August 2007
Enterprise Rent-A-Car June 2006 - August 2006
K&R Computer Repair May 2005 - August 2006
Skills
Commodities, Derivatives, Options, Natural Gas, Brokerage, Commodity, Series 7, Trading, Asset Management, Analysis, Banking, Bloomberg, Energy, Equities, Financial Markets, Financial Modeling, Fixed Income, Hedge Funds, Hedging, Investments, Management, Proprietary Trading, Swaps, Risk Management
Education
University of Rhode Island 2004 — 2008
BS, Business: Marketing
University of Rhode Island - College of Business Administration 2004 — 2008
bachelor of science, Marketing/Finance
American University of Rome 2007 — 2007
undergraduate, marketing, management
West Essex Regional High School 2000 — 2004
National Grid November 2011 - Present
Energy Trade Management February 2010 - October 2011
Rochdale Investment Management May 2006 - February 2010
JP Morgan Private Bank 2004 - 2006
Merrill Lynch Investment Managers 2003 - 2004
Skills
Energy Markets, Trading
Education
Baylor University - Hankamer School of Business 1994 — 1998
BBA, Information Systems and Marketing
Prepared Find Digital Marketing August 2009 - Present
Threadneedle Asset Management February 2008 - August 2009
Rochdale Investment Management August 2005 - February 2008
Citigroup 1998 - 2005
Skills
Portfolio Management, Financial Modeling, Mutual Funds, Asset Managment, Marketing, Strategy, Financial Services, Fixed Income
Education
Northwestern University 1992 — 1993
MS, Integrated Marketing Communications
Southern Illinois University, Carbondale 1987 — 1991
BS, Advertising
City National Rochdale Investment Management June 2012 - Present
Rochdale Investment Management June 2010 - June 2012
Samson Capital Advisors June 2006 - June 2008
MetLife May 2004 - May 2006
J.P. Morgan January 2003 - April 2004
Morgan Stanley January 2002 - January 2003
Education
Fordham University - Graduate School of Business Administration 2008 — 2010
MBA, Finance, GPA 4.0
Fordham University 2004 — 2006
MA, Economics, GPA 3.7
State University of New York at Binghamton 1997 — 2001
B.S., Financial Economics, GPA 3.3
The Townsend Group March 2007 - Present
Morgan Stanley Capital International 2002 - 2007
Rochdale Investment Management 1996 - 2002
Skills
Asset Management, Portfolio Management, Financial Modeling, Valuation, Investments, Alternative Investments, Due Diligence, Equities, Private Equity, Capital Markets
Education
University of Pennsylvania 1991 — 1995
BS, Engineering
University of Pennsylvania - The Wharton School 1991 — 1995
BS, Finance
Teacher's Retirement System of New York City October 2010 - Present
Rochdale Investment Management October 2009 - Present
Steinberg Asset Management February 2006 - January 2009
Shields & Co 1994 - 2004
Education
Moscow State Forest University (MSFU) 1974 — 1979
bachelor, computer science
Rochdale Investment Management January 2007 - Present
Cort & Associates, Inc. April 1987 - Present
Education
The Johns Hopkins University 1978 — 1982
M.A.S., Marketing/Marketing Management, General
Salisbury University 1967 — 1971
B.A., History/Political Science/Spanish
Rochdale Investment Management January 2010 - Present
Rochdale Investment Management November 2008 - December 2009
Al Berrios & Co August 2008 - January 2009
Rochdale Investment Management August 2008 - November 2008
Education
University of Michigan 2004 — 2008
BA, Political Science, Communication Studies
Oppenheimer Asset Management February 2012 - Present
Emerging Managers Group October 2011 - January 2012
Oppenheimer Asset Management 2005 - September 2011
Rochdale Investment Management 2000 - 2005
Berger & Associates LLC 1997 - 2000
Donaldson, Lufkin & Jenrette 1995 - 1997
Education
Pepperdine University
Bachelors of Science, Business Adminstration
Pershing, a BNY Mellon company June 2015 - Present
JPMorgan Chase August 2013 - September 2014
Rochdale Investment Management April 2005 - January 2013
Skills
Hedge Funds, Asset Managment, Legal, Compliance, Investment Advisers Act, FINRA, Legal Compliance, General Corporate..., Alternative Investments, Offshore Services, Broker-Dealer, Mutual Funds, AML, Trading, Financial Risk, SEC, Asset Management, Portfolio Management, Investments, Capital Markets, Equities, Fixed Income, Securities, Anti Money Laundering
Education
New York Law School 1996 — 1999
Doctor of Law (JD)
Federated Investors July 2011 - Present
Rochdale Investment Management March 2004 - February 2011
Malcolm Pirnie 1997 - 2001
Education
Fordham Gabelli School of Business 2001 — 2003
MBA, Finance
Union College 1991 — 1995
BSME, Mechanical Engineering
The Vanguard Group 2002 - Present
Rochdale Investment Management 2000 - 2001
Hartford Investment Management 1997 - 2000
Moody's Investors Service 1996 - 1997
Education
Harvard University 1994 — 1996
Master's degree, Public Policy Analysis
Stanford University 1990 — 1994
Bachelor's degree, Economics, Communication and Media Studies
Simplicity Consulting January 2015 - Present
Fordham University January 2012 - December 2014
Pace University August 2013 - December 2013
The Center for Inclusive Banking in Africa January 2012 - June 2012
Rochdale Investment Management March 2011 - December 2011
Skills
SAS, Economics, Quantitative Analytics, Research, Bloomberg Terminal, Data Analysis, Financial Modeling, Financial Analysis, Bloomberg, Valuation, Econometrics, Equities
Education
Fordham University 2009 — 2010
Master of Arts, Economics
Fordham University 2008 — 2009
Master of Arts, International Political Economy and Development
ROCHDALE INVESTMENT MANAGEMENT April 2011 - Present
MONTCLAIR STATE UNIVERSITY 2009 - Present
CHECKSPRING FINANCIAL SERVICES, INC April 2010 - April 2011
CHELSEA FINANCIAL SERVICES, INC January 2009 - April 2010
SUNAMERICA ASSET MANAGEMENT CORP May 2005 - September 2008
CITIGROUP GLOBAL MARKETS, INC May 2004 - May 2005
HALL & HALL, LLP June 2003 - May 2004
GUSRAE KAPLAN & BRUNO, PLLC December 2000 - June 2003
Skills
AML, Financial Risk, Asset Managment, Risk Assessment, Investments, Mergers & Acquisitions, Banking, Financial Services, Program Management, Mutual Funds, Policy, Asset Management, Mergers, Legal Writing, Marketing
Education
Benjamin N. Cardozo School of Law 1996 — 1999
Juris Doctor
St. John's University 1985 — 1989
Bachelor of Arts, Political Science; Business Administration
Milliman July 2015 - Present
Morgan Stanley Wealth Management March 2014 - April 2015
Morgan Stanley May 2011 - March 2014
Rochdale Investment Management January 2011 - June 2011
Skills
Series 63, Series 7, Bloomberg, Investments, Equities, Capital Markets, Financial Analysis, Asset Allocation, Portfolio Management, Asset Managment, Wealth Management, Securities, Investment Advisory, Mutual Funds, Investment Strategies, Variable Annuities, Financial Services, Retirement Planning, Fixed Income
Education
The George Washington University 2002 — 2007
Bachelor of Business Administration (B.B.A.), International Business
McDonogh 1990 — 2002
Kinetic Partners A Division of Duff & Phelps August 2015 - Present
Citi November 2014 - July 2015
Credit Suisse January 2014 - November 2014
News Corporation March 2013 - December 2013
Star Management May 2010 - March 2013
Rochdale Investment Management October 2007 - May 2010
Skills
Portfolio Management, Hedge Funds, PowerPoint, Alternative Investments, Social Media, Marketing Communications, Legal Research, Legal Writing, Operations Management, Legal Compliance, SharePoint, Microsoft Office
Education
New York Law School 2011 — 2015
JD
Penn State University 2003 — 2007
Psychology
J.P. Morgan November 2013 - Present
Credit Suisse August 2010 - September 2013
Rochdale Investment Management September 2008 - August 2010
Skills
Investments, Financial Analysis, Wealth Management, Portfolio Management, Fixed Income, Equities, Alternative Investments, ETFs, Financial Modeling, Trading, Series 7, Series 55, Series 63, Series 65, Asset Allocation, Hedge Funds, Private Banking, Electronic Trading, Financial Advisory, Securities
Education
Fordham University - Graduate School of Business Administration 2012 — 2014
MBA, Finance
Lynn University 2004 — 2007
BA, International Business
John Cabot University 2006 — 2006
Study Abroad, Business Administration
PetFlow March 2015 - Present
PetFlow November 2014 - March 2015
PetFlow September 2013 - October 2014
PetFlow October 2012 - September 2013
Rochdale Investment Management June 2011 - August 2011
Rochdale Investment Management June 2010 - August 2010
Skills
Reporting & Analysis, SQL, Forecasting, Data Analysis, Analysis, Financial Analysis, Analytics, Project Planning, Outsourcing Management, Fraud Detection, Operations Management, Warehouse Management, Purchasing Processes
Education
Fairfield University 2008 — 2012
Bachelor of Science, Finance & Accounting
Regis High School 2004 — 2008
Ernst & Young October 2008 - Present
Goldman Sachs January 2008 - August 2008
Eisner LLP January 2007 - May 2007
Rochdale Investment Management July 2004 - March 2006
Keltic Financial Services August 2003 - July 2004
Skills
Tax Accounting, International Tax, Tax, Hedge Funds, SEC filings, Tax Research, Partnership Taxation, Tax Returns, Tax Law, Corporate Tax, Financial Reporting, Accounting, Tax Advisory, Income Tax, Financial Analysis, Big 4
Education
Pace University - Lubin School of Business 2006 — 2008
MBA, Tax
Baruch College, City University of New York (CUNY) 2000 — 2003
BBA, Accounting
UDesign LLC April 2012 - Present
Rochdale Investment Management January 2008 - April 2011
Rochdale Investment Management October 2005 - December 2007
Pillar Financial Advisors August 2004 - August 2005
Plante & Moran, PLLC May 2003 - August 2003
Skills
Portfolio Management, Asset Allocation, Wealth Management, Alternative Investments, Equities, Fixed Income, Investment Management, Investments, Investment Strategies, Bloomberg, Mutual Funds, Valuation, Private Equity, Financial Modeling, Strategic Financial..., Equity Research
Education
Boston College 2000 — 2004
B.A. in Management, Finance, Corporate Reporting and Analysis
CL King & Associates March 2008 - Present
Janin Capital February 2006 - December 2007
Rochdale Investment Management June 2004 - February 2006
Skills
Finance, Equity Research, Valuation
Education
Anderson Graduate School of Management at UCLA, 1990 — 1992
MBA, Finance
Franklin & Marshall College 1982 — 1986
BA, Accounting
TravelClick April 2014 - Present
City National Rochdale (formerly Rochdale Investment Management) January 2008 - March 2014
Rochdale Investment Management June 2006 - January 2008
CBS Outdoor November 2004 - June 2006
Skills
Marketing, Marketing Strategy, Email Marketing, Marketing Communications, Management, Integrated Marketing, Online Advertising, Google Analytics, Event Planning, CRM, Sales Support, Brand Development, Business Development, Content Development, Writing, Collateral Development, Competitive Analysis, Strategy, Lead Generation, Corporate Communications, Corporate Branding, PowerPoint, Photoshop, Brand Management, Marketing Management, Copywriting, Social Media, Social Media Marketing, Google Adwords
Education
Lafayette College 2000 — 2004
Bachelor of Arts (B.A.)
Lafayette College 2000 — 2004