Rockefeller & Co.
Description
Address: 10 Rockefeller Plaza, New York, NY 10020 Phone: (212) 549-5100: : : Website: Category: : Hours: Place name: : : Website: http://www.rockco.com Category: Financial consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Rockefeller & Co. Posting publicly on the Web Write a review Reviews 1 Google review
Rockefeller & Co. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Rockefeller & Co.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Rockefeller & Co. Employees
Employee
Years
Job
Industry
Karol Dixon de la O Karol Dixon de la O's Rockefeller & Co. Experience 1998 - 2004
Job Business Coach | Trainer | Speaker | Growth Specialist
Industry Professional Training & Coaching
Experience
Medtronic Diabetes 2008 - 2013
Medtronic Diabetes 2006 - 2008
Medtronic Diabetes 2005 - 2006
Amgen 2004 - 2005
Rockefeller & Co. 1998 - 2004
Morgan Anderson Consulting 1997 - 1998
University of Mobile Latin American Campus 1995 - 1996
Peace Corps 1993 - 1995
Skills
Cross-functional Team..., Competitive Analysis, Strategy, Product Marketing, Product Launch, Marketing Communications, Marketing, Integrated Marketing, Marketing Strategy, Market Research, Marketing Management, Strategic Planning, New Business Development, Email Marketing, Sales, Business Development, Product Development, Leadership, CRM, Sales Operations, Program Management, Segmentation, Market Analysis, Direct Marketing, Lead Generation, Global Marketing, Strategic Partnerships, Market Planning, Online Marketing, Product Management, Social Media Marketing, Market Development, Brand Management, Brand Development, Project Management, Entrepreneurial..., Medical Devices, Management, Team Building, Consulting, Small Business, Business Coaching, Business Strategy, Process Improvement, Training
Education
Fordham University
BS, Marketing & Advertising
Northfield Mount Hermon
Medtronic Diabetes 2008 - 2013
Medtronic Diabetes 2006 - 2008
Medtronic Diabetes 2005 - 2006
Amgen 2004 - 2005
Rockefeller & Co. 1998 - 2004
Morgan Anderson Consulting 1997 - 1998
University of Mobile Latin American Campus 1995 - 1996
Peace Corps 1993 - 1995
Skills
Cross-functional Team..., Competitive Analysis, Strategy, Product Marketing, Product Launch, Marketing Communications, Marketing, Integrated Marketing, Marketing Strategy, Market Research, Marketing Management, Strategic Planning, New Business Development, Email Marketing, Sales, Business Development, Product Development, Leadership, CRM, Sales Operations, Program Management, Segmentation, Market Analysis, Direct Marketing, Lead Generation, Global Marketing, Strategic Partnerships, Market Planning, Online Marketing, Product Management, Social Media Marketing, Market Development, Brand Management, Brand Development, Project Management, Entrepreneurial..., Medical Devices, Management, Team Building, Consulting, Small Business, Business Coaching, Business Strategy, Process Improvement, Training
Education
Fordham University
BS, Marketing & Advertising
Northfield Mount Hermon
SHEILA MCCAHEY SHEILA MCCAHEY's Rockefeller & Co. Experience June 2001 - April 2003
Job President of Toonces Computer Consultants Inc.
Industry Information Technology and Services
Experience
Toonces Computer Consultants Inc. October 1998 - Present
Toonces Computer Consultants Inc. 2000 - 2012
ROCKEFELLER & CO. June 2001 - April 2003
Skills
User Acceptance Testing, Business Analysis, COBOL, Access, CICS, Banking, Project Management, Databases, Financial Services, Microsoft SQL Server, Software Development, SQL, Analysis, Mainframe, Assembler, PL1
Education
St John's University College, NY
Bachelor of Science (BS) and BA, Mathematics and English
Stevens Institute of Technology
Toonces Computer Consultants Inc. October 1998 - Present
Toonces Computer Consultants Inc. 2000 - 2012
ROCKEFELLER & CO. June 2001 - April 2003
Skills
User Acceptance Testing, Business Analysis, COBOL, Access, CICS, Banking, Project Management, Databases, Financial Services, Microsoft SQL Server, Software Development, SQL, Analysis, Mainframe, Assembler, PL1
Education
St John's University College, NY
Bachelor of Science (BS) and BA, Mathematics and English
Stevens Institute of Technology
Matthew Gelfand Matthew Gelfand's Rockefeller & Co. Experience March 2010 - Present
Job Rockefeller & Co.
Industry Investment Management
Experience
Rockefeller & Co. March 2010 - Present
Skills
Portfolio Management, Investment Portfolio..., Investment Risk..., Asset Management, Economics, Financial Modeling, Asset Allocation, Alternative Investments, Asset Managment, Bloomberg, Business Development, Business Strategy, Capital Markets, Corporate Finance, Emerging Markets, Due Diligence, Entrepreneurship, Equity Valuation, Finance, Financial Analysis, Financial Markets, Fixed Income, Forecasting, Hedge Funds, Leadership, Management, Mutual Funds, Private Equity, Research, Risk Management, Start-ups, Strategic Financial..., Strategy, Valuation, Equities, Venture Capital
Education
University of Pennsylvania 1978 — 1984
Ph.D.
Yale University 1973 — 1977
BA
Stuyvesant High School 1969 — 1973
Rockefeller & Co. March 2010 - Present
Skills
Portfolio Management, Investment Portfolio..., Investment Risk..., Asset Management, Economics, Financial Modeling, Asset Allocation, Alternative Investments, Asset Managment, Bloomberg, Business Development, Business Strategy, Capital Markets, Corporate Finance, Emerging Markets, Due Diligence, Entrepreneurship, Equity Valuation, Finance, Financial Analysis, Financial Markets, Fixed Income, Forecasting, Hedge Funds, Leadership, Management, Mutual Funds, Private Equity, Research, Risk Management, Start-ups, Strategic Financial..., Strategy, Valuation, Equities, Venture Capital
Education
University of Pennsylvania 1978 — 1984
Ph.D.
Yale University 1973 — 1977
BA
Stuyvesant High School 1969 — 1973
Bill Wyman Bill Wyman's Rockefeller & Co. Experience March 2003 - April 2008
Job CEO at Summitas
Industry Information Technology and Services
Experience
Summitas July 2010 - Present
BNY Mellon June 2008 - July 2010
Rockefeller & Co. March 2003 - April 2008
Deutsche Bank July 1996 - March 2003
J.P. Morgan & Co. November 1984 - June 1996
Skills
Product Development, Wealth Management, Start-ups, Management, Strategy, Strategic Planning, Alternative Investments, Mergers & Acquisitions, Business Strategy, Entrepreneurship, Wealth, Capital Markets, Private Banking, Venture Capital, Asset Management, Product Management, Investments, Portfolio Management
Education
Fordham University - Graduate School of Business Administration 1994 — 1998
MBA, Marketing/Marketing Management, General
University of Notre Dame 1977 — 1981
BBA, Accounting
Summitas July 2010 - Present
BNY Mellon June 2008 - July 2010
Rockefeller & Co. March 2003 - April 2008
Deutsche Bank July 1996 - March 2003
J.P. Morgan & Co. November 1984 - June 1996
Skills
Product Development, Wealth Management, Start-ups, Management, Strategy, Strategic Planning, Alternative Investments, Mergers & Acquisitions, Business Strategy, Entrepreneurship, Wealth, Capital Markets, Private Banking, Venture Capital, Asset Management, Product Management, Investments, Portfolio Management
Education
Fordham University - Graduate School of Business Administration 1994 — 1998
MBA, Marketing/Marketing Management, General
University of Notre Dame 1977 — 1981
BBA, Accounting
Bill Rankin's Rockefeller & Co. Experience January 1993 - November 1994
Job CEO at Kanaly Holdings LLC and Kanaly Trust, LTA
Industry Investment Management
Experience
Kanaly Holdings LLC and Kanaly Trust, LTA December 2012 - Present
Pitcairn February 2010 - December 2011
Shelterwood Financial Services LLC July 2007 - January 2011
Atlantic Trust March 2004 - December 2005
Stein Roe Investment Counsel LLC January 2001 - December 2005
Stein Roe Investment Counsel April 1999 - December 2000
Stein Roe & Farnham November 1994 - March 1999
Rockefeller & Co. January 1993 - November 1994
Prudential Investment Management Co. 1988 - 1993
Mellon Bank NA 1976 - 1988
Skills
Wealth Management, Asset Management, Portfolio Management, Private Equity, Investments, Financial Planning, Asset Allocation, Alternative Investments, Investment Advisory, Venture Capital, Management Consulting, Private Wealth..., Investment Strategies, Hedge Funds, Business Planning
Education
University of Pennsylvania - The Wharton School 1974 — 1975
MBA, Finance
The Johns Hopkins University 1971 — 1973
B.E.S., Operations Research
Kanaly Holdings LLC and Kanaly Trust, LTA December 2012 - Present
Pitcairn February 2010 - December 2011
Shelterwood Financial Services LLC July 2007 - January 2011
Atlantic Trust March 2004 - December 2005
Stein Roe Investment Counsel LLC January 2001 - December 2005
Stein Roe Investment Counsel April 1999 - December 2000
Stein Roe & Farnham November 1994 - March 1999
Rockefeller & Co. January 1993 - November 1994
Prudential Investment Management Co. 1988 - 1993
Mellon Bank NA 1976 - 1988
Skills
Wealth Management, Asset Management, Portfolio Management, Private Equity, Investments, Financial Planning, Asset Allocation, Alternative Investments, Investment Advisory, Venture Capital, Management Consulting, Private Wealth..., Investment Strategies, Hedge Funds, Business Planning
Education
University of Pennsylvania - The Wharton School 1974 — 1975
MBA, Finance
The Johns Hopkins University 1971 — 1973
B.E.S., Operations Research
Jane Freeman Jane Freeman's Rockefeller & Co. Experience 1988 - 1998
Job
Industry E-Learning
Experience
Wells Fargo Advantage Funds 2015 - Present
Taproot Foundation 2010 - Present
Scientific Learning Corp. 1999 - 2014
Harding Loevner Funds 1996 - 2014
Russell Exchange Traded Funds Trust 2011 - 2012
J Freeman Associates 2008 - 2012
Rockefeller & Co. 1988 - 1998
Scudder, Stevens & Clark 1978 - 1988
Skills
Board of Director..., Audit Committee, Business Strategy, Management Consulting, Capital Raising, Financial Expert, Risk Management, Part Time CFO
Education
Cornell University - Johnson Graduate School of Management 1975 — 1978
MBA with Distinction
Université catholique de Louvain 1976 — 1977
License
Cornell University 1971 — 1975
BA
Wells Fargo Advantage Funds 2015 - Present
Taproot Foundation 2010 - Present
Scientific Learning Corp. 1999 - 2014
Harding Loevner Funds 1996 - 2014
Russell Exchange Traded Funds Trust 2011 - 2012
J Freeman Associates 2008 - 2012
Rockefeller & Co. 1988 - 1998
Scudder, Stevens & Clark 1978 - 1988
Skills
Board of Director..., Audit Committee, Business Strategy, Management Consulting, Capital Raising, Financial Expert, Risk Management, Part Time CFO
Education
Cornell University - Johnson Graduate School of Management 1975 — 1978
MBA with Distinction
Université catholique de Louvain 1976 — 1977
License
Cornell University 1971 — 1975
BA
Jamie Goodspeed's Rockefeller & Co. Experience November 2007 - March 2014
Job Alternative Investments
Industry Financial Services
Experience
Rockefeller & Co. November 2007 - March 2014
David J. Greene October 2005 - May 2007
Skills
Alternative Investments, Hedge Funds, Bloomberg, Equities, Investments, Private Equity, Wealth Management, Asset Management, Asset Allocation, Trading, Portfolio Management
Education
Maryville University of Saint Louis
Truman State University
Rockefeller & Co. November 2007 - March 2014
David J. Greene October 2005 - May 2007
Skills
Alternative Investments, Hedge Funds, Bloomberg, Equities, Investments, Private Equity, Wealth Management, Asset Management, Asset Allocation, Trading, Portfolio Management
Education
Maryville University of Saint Louis
Truman State University
William Smoltino's Rockefeller & Co. Experience January 2007 - March 2009
Job Managing Partner at Narrows Insurance Agency, Inc.
Industry Insurance
Experience
Foresters Equity Services, Inc. June 2011 - Present
Narrows Insurance Agency, Inc. January 2009 - Present
Rockefeller & Co January 2007 - March 2009
MetLife August 2004 - January 2007
Rockefeller & Co. June 2002 - August 2004
Skills
Investments, Retirement Planning, Insurance, Fixed Annuities, Disability Insurance, Long-term Care, Series 63, Asset Allocation, Equities, Series 6, Mutual Funds, Retirement, Securities, Wealth Management, Term Life Insurance, Financial Analysis, Strategic Financial..., Bloomberg, Estate Planning, Finance, Underwriting, Risk Management
Education
The American College 2004 — 2010
LUTCF, Insurance / Finance
Saint John's University - Peter J. Tobin College of Business 1998 — 2002
BS, Finance
Foresters Equity Services, Inc. June 2011 - Present
Narrows Insurance Agency, Inc. January 2009 - Present
Rockefeller & Co January 2007 - March 2009
MetLife August 2004 - January 2007
Rockefeller & Co. June 2002 - August 2004
Skills
Investments, Retirement Planning, Insurance, Fixed Annuities, Disability Insurance, Long-term Care, Series 63, Asset Allocation, Equities, Series 6, Mutual Funds, Retirement, Securities, Wealth Management, Term Life Insurance, Financial Analysis, Strategic Financial..., Bloomberg, Estate Planning, Finance, Underwriting, Risk Management
Education
The American College 2004 — 2010
LUTCF, Insurance / Finance
Saint John's University - Peter J. Tobin College of Business 1998 — 2002
BS, Finance
Sofya Solodukhin's Rockefeller & Co. Experience September 2005 - May 2008
Job Murex Analyst
Industry Financial Services
Experience
LCH.Clearnet March 2011 - Present
Millennium Partners February 2009 - December 2009
SAC Capital June 2008 - February 2009
Harvard Management Company September 2008 - November 2008
Rockefeller & Co. September 2005 - May 2008
Kimelman and Baird, LLC March 2005 - September 2005
City University of New York (CUNY January 2004 - May 2005
Dolciani Math Lab, Hunter College, CUNY 2000 - 2004
Skills
Bloomberg, Middle Office, SQL, Organizational Structure, Integration, Trading Systems, Basics of Unix, Murex Reporting, Securities, Fixed Income, Derivatives, Program Management, Trading, Market Risk, FX Options, Unix, Equity Derivatives, Business Analysis
Education
City University of New York 2000 — 2005
MA, Economics
LCH.Clearnet March 2011 - Present
Millennium Partners February 2009 - December 2009
SAC Capital June 2008 - February 2009
Harvard Management Company September 2008 - November 2008
Rockefeller & Co. September 2005 - May 2008
Kimelman and Baird, LLC March 2005 - September 2005
City University of New York (CUNY January 2004 - May 2005
Dolciani Math Lab, Hunter College, CUNY 2000 - 2004
Skills
Bloomberg, Middle Office, SQL, Organizational Structure, Integration, Trading Systems, Basics of Unix, Murex Reporting, Securities, Fixed Income, Derivatives, Program Management, Trading, Market Risk, FX Options, Unix, Equity Derivatives, Business Analysis
Education
City University of New York 2000 — 2005
MA, Economics
Eric Jemetz, CFA's Rockefeller & Co. Experience March 2004 - September 2008
Job Investment Solutions Executive at Sun Life Financial
Industry Investment Management
Experience
Sun Life Financial August 2013 - Present
Daiwa Asset Management January 2010 - October 2011
Tuor Investment Management December 2008 - December 2009
Rockefeller & Co. March 2004 - September 2008
New Amsterdam Partners March 2000 - February 2004
CIBC World Markets July 1996 - October 1999
Renault Automotive 1995 - 1996
Renault Automotive 1995 - 1996
Butterfield & Robinson 1992 - 1992
Skills
Equities, Equity Research, Hedge Funds, Portfolio Management, Investments, Asset Managment, Valuation, Equity Valuation, Financial Modeling, Bloomberg, Fixed Income, Private Equity, Asset Management, Emerging Markets
Education
Columbia University - Columbia Business School 2005 — 2005
Value Investing Seminar, Finance
York University 1993 — 1996
International MBA, International Finance
Wilfrid Laurier University 1986 — 1990
Honours BBA, Finance, Geography
St. Andrew's College
Sun Life Financial August 2013 - Present
Daiwa Asset Management January 2010 - October 2011
Tuor Investment Management December 2008 - December 2009
Rockefeller & Co. March 2004 - September 2008
New Amsterdam Partners March 2000 - February 2004
CIBC World Markets July 1996 - October 1999
Renault Automotive 1995 - 1996
Renault Automotive 1995 - 1996
Butterfield & Robinson 1992 - 1992
Skills
Equities, Equity Research, Hedge Funds, Portfolio Management, Investments, Asset Managment, Valuation, Equity Valuation, Financial Modeling, Bloomberg, Fixed Income, Private Equity, Asset Management, Emerging Markets
Education
Columbia University - Columbia Business School 2005 — 2005
Value Investing Seminar, Finance
York University 1993 — 1996
International MBA, International Finance
Wilfrid Laurier University 1986 — 1990
Honours BBA, Finance, Geography
St. Andrew's College
Eleni Katrantzis's Rockefeller & Co. Experience October 2006 - November 2008
Job Advancement and Development Specialist at Lakeshore Technical College
Industry Public Relations and Communications
Experience
Aleka's Kitchen May 2011 - Present
Lakeshore Technical College October 2011 - October 2012
Anatolia College / American College of Thessaloniki November 2008 - August 2010
Rockefeller & Co. October 2006 - November 2008
Skills
PowerPoint, Word, Conferences, Excel, Microsoft Office, Event Planning, Marketing, Strategic Planning, Leadership, Social Media
Education
East West Healing Arts Institute
The School of the Art Institute of Chicago
Aleka's Kitchen May 2011 - Present
Lakeshore Technical College October 2011 - October 2012
Anatolia College / American College of Thessaloniki November 2008 - August 2010
Rockefeller & Co. October 2006 - November 2008
Skills
PowerPoint, Word, Conferences, Excel, Microsoft Office, Event Planning, Marketing, Strategic Planning, Leadership, Social Media
Education
East West Healing Arts Institute
The School of the Art Institute of Chicago
Ann Godzwon's Rockefeller & Co. Experience 1991 - 1998
Job Director at Coturnics
Industry Financial Services
Experience
Coturnics 2007 - Present
Woodcock Financial Management 2000 - 2004
Vera Institute of Justice 1998 - 2000
Rockefeller & Co. 1991 - 1998
Skills
Investments, Equities, Mergers, Private Equity
Education
Columbia University - Columbia Business School 1996 — 1998
Master of Business
Columbia University in the City of New York 1986 — 1990
BA, history
Coturnics 2007 - Present
Woodcock Financial Management 2000 - 2004
Vera Institute of Justice 1998 - 2000
Rockefeller & Co. 1991 - 1998
Skills
Investments, Equities, Mergers, Private Equity
Education
Columbia University - Columbia Business School 1996 — 1998
Master of Business
Columbia University in the City of New York 1986 — 1990
BA, history
Michele Sherr's Rockefeller & Co. Experience January 1996 - April 2000
Job Human Resources Executive and Consultant
Industry Human Resources
Experience
Greater New York City area 2009 - Present
Swiss Re Financial Services Corp. 2000 - 2008
Rockefeller & Co. January 1996 - April 2000
MBS Consultants January 1995 - December 1995
Bankers Trust March 1981 - May 1994
Skills
Talent Acquisition, Deferred Compensation, Talent Management, Succession Planning, Employee Relations, Performance Management, Personnel Management, Executive Coaching, Real Estate, Recruiting, Coaching, Workforce Planning, Organizational..., HR Consulting, Onboarding, Organizational Design, Hiring, Policy, Human Resources, HRIS, Employee Engagement, Management
Education
Queens College
BA, English
Greater New York City area 2009 - Present
Swiss Re Financial Services Corp. 2000 - 2008
Rockefeller & Co. January 1996 - April 2000
MBS Consultants January 1995 - December 1995
Bankers Trust March 1981 - May 1994
Skills
Talent Acquisition, Deferred Compensation, Talent Management, Succession Planning, Employee Relations, Performance Management, Personnel Management, Executive Coaching, Real Estate, Recruiting, Coaching, Workforce Planning, Organizational..., HR Consulting, Onboarding, Organizational Design, Hiring, Policy, Human Resources, HRIS, Employee Engagement, Management
Education
Queens College
BA, English
Susan Traver's Rockefeller & Co. Experience Managing DirectorRockfeller & Co., Inc.November 2007 - Present
Job Managing Director at Rockfeller & Co., Inc.
Industry Financial Services
Experience
Rockefeller & Co. Managing DirectorRockfeller & Co., Inc.November 2007 - Present
US Trust 1996 - 2006
Education
American University - Kogod School of Business 1981 — 1984
Rockefeller & Co. Managing DirectorRockfeller & Co., Inc.November 2007 - Present
US Trust 1996 - 2006
Education
American University - Kogod School of Business 1981 — 1984
Louise Sclafani's Rockefeller & Co. Experience February 2009 - Present
Job Managing Director at Rockefeller & Co.
Industry Investment Management
Experience
Rockefeller & Co. February 2009 - Present
JPMorgan Chase January 1994 - February 2009
Brundage, Story and Rose August 1985 - December 1993
Skills
High Net Worth..., Investments, Asset Allocation, Portfolio Management, Securities, Alternative Investments, Hedge Funds, Management
Education
Pace University - Lubin School of Business 1980 — 1984
MBA, Finance
Yale University 1976 — 1978
MFS, Forestry and Environmental Studies
Colgate University 1972 — 1976
BA, Biology
Rockefeller & Co. February 2009 - Present
JPMorgan Chase January 1994 - February 2009
Brundage, Story and Rose August 1985 - December 1993
Skills
High Net Worth..., Investments, Asset Allocation, Portfolio Management, Securities, Alternative Investments, Hedge Funds, Management
Education
Pace University - Lubin School of Business 1980 — 1984
MBA, Finance
Yale University 1976 — 1978
MFS, Forestry and Environmental Studies
Colgate University 1972 — 1976
BA, Biology
George Tsandikos's Rockefeller & Co. Experience 2003 - Present
Job Managing Director at Rockefeller & Co.
Industry Financial Services
Experience
Rockefeller & Co. 2003 - Present
JPMorgan 1989 - 2003
Education
Boston College Law School 1984 — 1987
JD
Brown University 1978 — 1982
AB, Economics
Rockefeller & Co. 2003 - Present
JPMorgan 1989 - 2003
Education
Boston College Law School 1984 — 1987
JD
Brown University 1978 — 1982
AB, Economics