Experience
Rockefeller & Co., Inc.   August 2007 - Present
Rockefeller & Co., Inc.   July 2005 - July 2007
Rockefeller & Co., Inc.   June 1999 - June 2005
Rockefeller & Co., Inc.   September 1997 - June 1999
Smith Barney  September 1993 - August 1997

Skills
Portfolio Management, Trading, Equities, Bloomberg, Fixed Income, Securities, Asset Allocation, Asset Management, Investments, Mutual Funds, Financial Analysis, Finance, Investment Management

Education
State University of New York at Albany   1987 — 1989
Economics

Nassau Community College   1986 — 1987

Experience
LS Partners   May 2015 - Present
Dish Network  August 2014 - May 2015
Dish Network  May 2013 - August 2013
ICICI Bank  March 2013 - April 2013
MDSL  February 2008 - July 2012
MDSL  January 2008 - July 2012
Rockefeller & Co., Inc.   March 2006 - June 2007

Skills
Bloomberg, Valuation, Financial Modeling, Strategic Partnerships, Microsoft Excel, Business Analysis, Data Analysis, Analytics, CRM, Competitive Analysis, Financial Analysis, Business Strategy, Strategy, Project Management, Management, Analysis

Education
University of Michigan - Stephen M. Ross School of Business   2012 — 2014
MBA, Finance and Real Estate; Graduated with Distinction

Columbia University in the City of New York   2001 — 2005
Bachelor of Science, Engineering and Management Systems (Major); Economics (Minor)

Experience
Rockefeller & Co., Inc.   February 2015 - Present
Rockefeller & Co., Inc.   January 2012 - Present
Rockefeller & Co., Inc.   January 2010 - January 2012
Rockefeller & Co., Inc.   November 2008 - January 2010
Rockit Solutions, LLC  September 2007 - November 2008

Skills
Wealth Management, Wealth Management..., Certified Financial..., Personal Financial..., Private Banking, Relationship Management, Account Management, Client Relations, Financial Analysis, Asset Allocation, Retirement Planning, Investments, Portfolio Management, Financial Modeling, Financial Services, Asset Management

Education
Columbia University - Columbia Business School   2013 — 2015
Master of Business Administration (M.B.A.), Finance and Financial Management Services

Kutztown University of Pennsylvania   2003 — 2006
Bachelor's Degree, Marketing

Experience
Rockefeller & Co., Inc.   March 2015 - Present
Covenant House  October 2014 - January 2015
Skanska USA  June 2014 - September 2014
Amerigroup  March 2014 - May 2014
Amerigroup  September 2012 - March 2014
Amerigroup  February 2010 - September 2012
Chase  April 2007 - November 2008

Skills
Recruiting, Customer Service, Microsoft Office, Microsoft Excel, Human Resources, Office Administration, Administrative..., Data Entry, Finance, Data Analysis, Applicant Tracking..., Employee Benefits, New Hire Orientations, Health Insurance, Insurance, Healthcare, Microsoft Word

Education
Stony Brook University   2014 — 2016
Master of Science (M.S.), Human Resources Management/Personnel Administration, General

CUNY Medgar Evers College   2005 — 2013
Bachelor of Arts (B.A.), Psychology, 3.01

Experience
Rockefeller & Co., Inc.   August 2013 - Present
Prelude Financial LLC   November 2009 - June 2013
Goldman Sachs  June 2012 - August 2012
FBR  June 2008 - October 2009
FBR  June 2007 - August 2007
Financial Dynamics  May 2006 - July 2006
St. James's Place Wealth Management   May 2005 - July 2005
FBR  June 2004 - August 2004

Skills
Business Strategy, Investment Advisory, Financial Analysis, Problem Solving, Communication, Consulting, Financial Modeling, Corporate Finance, Investments, Strategy, Finance, Wealth Management, Economics, Risk Management, Portfolio Management

Education
University of Notre Dame - Mendoza College of Business   2011 — 2013
Master of Business Administration (MBA), Investments and Securities

Elon University - Martha and Spencer Love School of Business   2004 — 2008
Bachelor of Science (BS), Business Administration and Management, General

Experience
Rice Realty Group, Inc   April 2011 - Present
Great South Bay Partners. LLC   January 2006 - Present
Integrated Wealth Services, LLC   1990 - 2006
Rockefeller & Co., Inc.   1990 - 2006

Skills
Real Estate, Management, Marketing, Investment Properties, Property Management, Real Estate Investment, Wealth Management, First Time Home Buyers, Real Estate Transactions, Single Family Homes, Negotiation

Education
Adelphi University   1982 — 1984
BS, Management and Marketing

Experience
Rockefeller & Co., Inc.   July 2012 - Present
Merrill Lynch  February 2012 - December 2012
Fiduciary Trust Company  June 2011 - August 2011
Franklin Templeton Investments  June 2011 - August 2011
Sage Capital Management LLC   June 2010 - August 2010
Amlon Resources Group LLC   June 2009 - August 2009

Skills
Alternative Investments, Bloomberg, Equities, Investment Management, Wealth Management, Asset Management, Hedge Funds, Financial Modeling, Mutual Funds, Portfolio Management, Financial Analysis, Fixed Income, Investments, Asset Allocation, Bloomberg Terminal

Education
New York University   2009 — 2012
BA, Economics, Business

Experience
Parkview International   May 2015 - Present
Rockefeller & Co., Inc.   December 2011 - May 2015
Rockefeller & Co., Inc.   March 2009 - December 2011
Rockefeller & Co., Inc.   May 1989 - March 2009
Kidder Peabody  1981 - 1986

Education
Pace University - Lubin School of Business   2000 — 2004
Finance

Bronx High School of Science   1975 — 1979

Experience
Jetsetter  August 2014 - Present
Jetsetter, A member of the TripAdvisor group   January 2013 - August 2014
HUGE  January 2012 - November 2012
Ralph Appelbaum Associates  August 2010 - January 2012
Shake Shack  March 2010 - August 2010
Rockefeller & Co., Inc.   June 2008 - November 2009
Lehigh Valley Press   May 2007 - August 2007

Skills
Photography, Social Media, Advertising, Photoshop, InDesign, Creative Direction, Adobe Creative Suite, PowerPoint, Leadership, Microsoft Office, Editorial, Editing, Illustrator, Microsoft Word, Blogging, Digital Strategy, WordPress, Graphic Design, Research, Social Media Marketing, Facebook, User Experience, Portrait Photography, Mac, Digital Photography, Public Speaking, T-shirt Graphics, Microsoft Excel

Education
Moravian College   2004 — 2008
BA, Photojournalism

Temple University, Rome Campus   2007 — 2007

New Rochelle High School

Experience
Vineyard Vines  May 2014 - Present
Starwood Hotels & Resorts Worldwide, Inc.   August 2011 - May 2014
HARMAN International  January 2011 - August 2011
Rockefeller & Co., Inc.   January 2010 - January 2011

Skills
Business Intelligence, Business Analytics, Analytics, Data Analysis, Microsoft Excel, Microsoft Office, Project Management, Tableau, Analysis, Databases, SQL, Finance, Business Intelligence..., Google Analytics, HTML scripting, VBA, Cost Reporting, Reporting & Analysis, Ad Hoc Reporting, Reporting Systems, Bloomberg Terminal, Blogging, Social Media Marketing, Google Docs, Social Media, SEO copywriting, SEO, Econometrics, Report Writing, Critical Thinking, Access

Education
Fairfield University   2007 — 2010
Master of Business Administration (M.B.A.), Information Systems/Econometrics, International Business

Fairfield University   2005 — 2007
Bachelor of Arts (B.A.), Economics

Gettysburg College   2003 — 2005

Experience
CBRE Global Investors  January 2015 - Present
EII Capital Management, Inc.   October 2011 - December 2014
Rockefeller & Co., Inc.   July 2006 - October 2011

Skills
Alternative Investments, Investments, Bloomberg, Securities, Investment Strategies, Financial Services, Marketing, New Business Development, Due Diligence, Mutual Funds, Marketing Communications, Financial Modeling, Wealth Management, Relationship Management, Real Estate, Business Development, Client Services, Private Equity, Equities, Hedge Funds, Management, Strategy

Education
State University of New York at Oswego   2002 — 2006
BFA

Experience
Rockefeller & Co., Inc.   August 2013 - Present
Rockit Solutions, LLC, a Rockefeller Financial Company   March 2012 - July 2013
Cypress Investments LLC   January 2010 - March 2012
Twelve Beverage, LLC   September 2008 - November 2009
Key Investment Group  January 2008 - May 2008

Education
Rollins College   2004 — 2008
Economics, Economics

Darien High School   2000 — 2004

Experience
Rockefeller & Co., Inc.   June 2014 - Present
Rockefeller & Co., Inc.   January 2013 - June 2014
Permanent Mission of the Republic of Korea to the United Nations  October 2011 - December 2012
Permanent Mission of the Republic of Korea to the United Nations  December 2010 - September 2011
Daou Systems, Inc.   February 2010 - September 2010
Samsung Human Resources Development Center   July 2009 - October 2009
Samsung  July 2008 - July 2009

Skills
Research, International Relations, Editing, Grant Writing, Intercultural..., Korean, Microsoft Office, Qualitative Research, International..., Fundraising, Program Management, Nonprofits, PowerPoint, Microsoft Excel, Microsoft Word, Event Planning, Non-profits, Ethnography, Sustainable Development, Green Economy, Sustainability, FactSet, Portfolio Analysis

Education
Columbia University in the City of New York   2014 — 2016
Master of Science (M.S.) Candidate, Sustainability Management

Northeastern University   2004 — 2008
B.A, Cultural Anthropology

Experience
Rockefeller & Co., Inc.   January 2015 - Present
Transactis  February 2012 - Present
JetBlue Airways  June 2013 - August 2013
Connect the Dots Occupational Therapy, PLLC   November 2012 - June 2013
John Hancock Financial Services  May 2011 - August 2011
AIESEC United States  October 2010 - June 2011
MEC  January 2011 - May 2011
The New Oriental School   June 2010 - August 2010

Skills
Microsoft Office, Microsoft Excel, PowerPoint, Analysis, Customer Service, Access, Microsoft Word, Forecasting, Social Media, Research, Program Management, Finance, HTML, CSS, Nonprofits, Python, NYS Notary Public, Java

Education
Macaulay Honors College at The City University of New York   2008 — 2013
Bachelor's Degree, Mathematics and Economics, 3.94/4.00

Experience
Sober Mentoring   June 2014 - Present
Saving Grace  May 2014 - Present
Jack L. Davis Voice Overs   January 1992 - 2014
Rockefeller & Co., Inc.   2006 - 2007
Personal Assistant to high profile New Yorker   2004 - 2006
Dorset Theatre Company   1979 - 2000

Skills
Voice Over, Teleprompter, Earpromter Professional, Narration, Audio Books, Public Speaking, Acting, Voice Acting, Improvisation, Theatre, Corporate Presentations, Instructor Certified, Video, Broadcast, Television, On-camera, Commercials, Film, Audio Editing, Music, Drama, Performing Arts, Stage, Sound, Directing, Entrepreneurship, Musical Theatre, Pro Tools, Public Relations, Editing, Video Production, Radio, Film Production, Social Networking

Education
Purdue University
BA, Communications

Purdue University

Experience
Rockefeller & Co., Inc.   February 2010 - Present
Rockefeller & Co., Inc.   February 2009 - February 2010
Rockit Solutions, LLC  May 2008 - February 2009
Rockit Solutions, LLC  September 2007 - May 2008
Rockit Solutions, LLC  September 2006 - August 2007
Rockit Solutions, LLC  May 2006 - August 2006

Skills
Equities, Securities, Bloomberg, Hedge Funds, Financial Analysis, Asset Managment, Financial Reporting, Microsoft Excel, Financial Modeling, Portfolio Management, Investments, Asset Management, Finance

Education
Mercy College   2004 — 2006
MBA, Finance

State University of New York at Oswego   1999 — 2003
Bachelor of Science; Bachelor of Arts, Finance; Economics

Experience
Rockefeller & Co., Inc.   May 2015 - Present
Rockefeller & Co., Inc.   March 2014 - May 2015
Rockefeller & Co., Inc.   January 2012 - February 2014
Wall Street Webcasting  April 2011 - December 2011
Chase  June 2008 - April 2011

Skills
Training, Management, Software Documentation, Access, Human Resources, Recruiting, Outlook, Event Management, Payroll, Microsoft Excel, Sales, Data Entry, Public Relations, PowerPoint, Office Management

Education
City University of New York-Hunter College   2006 — 2010
Bachelor of Arts (BA), Communication and Media Studies

Experience
NYC Department of Correction  December 2014 - Present
Rockefeller & Co., Inc.   November 2000 - Present

Skills
VMware, EMC Storage, Disaster Recovery, Backup Solutions, Data Center Design, Data Domain, Mobile Technology, Relationship Management, Windows Server, IT Audit, Physical Security, Operating Budgets, Project Management, Build Outs

Education
Queens College
BS, History

Experience
Rockefeller & Co., Inc.   October 2014 - Present
The Dowling Group  February 2012 - October 2014
Barry Gould, CPA   January 2009 - January 2012
Jujamcyn Theaters, LLC   October 2008 - December 2008

Skills
Tax Software Proficiency, Proficient in QuickBooks, Experience in Taxing..., Tax Preparation, General Ledger, Bookkeeping, Accounting, Account Reconciliation, Journal Entries, Tax, Tax Returns, Sales Tax, Financial Reporting, Income Tax, Fixed Assets, Accounts Payable, GAAP, Financial Statements, Auditing, Financial Accounting, Accounts Receivable, Corporate Tax, Peachtree, Healthcare Consulting, Social Security, Long Term Care Insurance, Retirement Planning, Estate Planning, IRS Enrolled Agent, IRS, Estate Tax Planning

Education
Seton Hall University   2004 — 2008
Bachelor of Science, Accounting

University of Phoenix   2009 — 2011
Masters, Business Administration

Experience
Ipreo  January 2012 - August 2013
Americas Society / Council of the Americas   April 2010 - May 2011
AB Capital Management, LLC   October 2006 - December 2008
Goldman Sachs  June 2001 - October 2006
Rockefeller & Co., Inc.   July 2000 - June 2001
Brown Brothers Harriman  June 1999 - July 2000

Skills
Microsoft Office, Bloomberg Terminal, Spanish, Equities, Hedge Funds, Corporate Communications, Foreign Policy, Public Policy, International..., Raiser's Edge, Latin American Studies, Factset, Foreign Relations, Foreign Affairs, International Economics, Equity Derivatives, Equity Trading, Reuters, Trading Systems, Thomson One, Fund Accounting, Fund Administration, Conference Coordination, Fundraising, Conference Organisation, Marketing Communications, Marketing Strategy, Internal Communications, Conference Design, Foreign Policy Analysis, Corporate Social..., Social Policy, Economic Development, Economic Policy, Development Economics, Latin American markets, Poverty Reduction, Conflict Resolution, Conflict Transformation, Conflict Analysis, Civil Society, CRM, InDesign, Financial Markets, Investments, Investor Relations, Portfolio Management, Emerging Markets, Investment Banking, Latin America

Education
New York University   2009 — 2011
MS, Global Affairs

Boston University   1995 — 1999
BA, Economics & International Relations

Trinity School

Experience
Partnership for Palliative Care   February 2010 - Present
English Household, llc   March 2009 - Present
Rockefeller & Co., Inc.   2005 - 2009
Rockefeller & Co., Inc.   2004 - 2005
Office of Nelson A. Rockefeller, Jr.   2002 - 2004
Rockefeller & Co., Inc.   2000 - 2002
Rockefeller & Co., Inc.   1993 - 2000
The Deerpath Group   1990 - 1993

Skills
Human Resources, Philanthropy, Public Speaking, Small Business, Family Office, Property Management, Marketing, Private Equity, Management, Non-profits, Leadership, Nonprofits, Recruiting, Strategic Planning, Entrepreneurship, Strategy, Mergers & Acquisitions, Leadership Development, Start-ups, Employee Benefits, Personnel Management, Organizational..., Executive Management, Management Consulting, Business Strategy, Executive Coaching, Training, Business Development, Talent Management, Fundraising, Performance Management, Employee Relations, Team Building, Coaching, Succession Planning, Career Development, Talent Acquisition, Organizational..., Employee Training, Policy, Employee Engagement, Hiring, Deferred Compensation, HRIS, Interviews, Benefits Administration

Education
Rutgers, The State University of New Jersey-Newark   1999 — 2001
MBA, Business

Felician College   1997 — 1999
BA, Business, Management, Marketing, and Related Support Services

The College of Santa Fe   1968 — 1970
history, sociology

St. Joseph's HS, WNY, NJ   1964 — 1968

Experience
Dynamics Associates  2007 - Present
Rockefeller & Co., Inc.   2006 - 2007

Skills
Internal Audit, Risk Management, Financial Services, Financial Accounting, Corporate Finance, IT Audit, Quality Auditing, Auditing, HRIS, HR Policies, HR Project Management, Account Management, Management, Team Management, Vendor Management, LinkedIn Recruiter

Education
Siena College

Experience
Rockefeller & Co., Inc.   September 2015 - Present
Urbanette Magazine  June 2015 - August 2015
The Wise Center for Plastic Surgery   August 2014 - August 2015
Vine Ventures  July 2014 - January 2015
Jumblzar   March 2013 - May 2014
Clemson University  October 2013 - April 2014
Clemson University  August 2012 - December 2013
Whisper App  December 2012 - May 2013
Gilly Hicks  June 2010 - August 2010
Stevens Institute of Technology  May 2009 - August 2009

Skills
Statistics, Marketing, Social Networking, Research, Microsoft Office, SPSS, Market Research, Psychology, Spanish, Spanish-speaking, Photoshop, Social Media Marketing, Customer Service, Business Strategy, Foreign Languages, Hootsuite, Translation, International Business..., German, Graphic Design, Italian languages, Data Analysis, Six Sigma, Creative Writing, Qualtrics, Speed Reading, Mac, PC, Multi-language, Retail, new york city, DDXL, Entrepreneurship, Project Management, Facebook, Economics, Social Media, Blogging, Time Management, Analysis, PeopleSoft, Recruiting, Human Resources, Editing, Cooking, Fitness

Education
Clemson University   2011 — 2013
Bachelor of Science (BS) in marketing, Bachelor of Arts (BA) in Psychology, Business Administration minor, 3.96

Stevens Institute of Technology   2009 — 2011
Business and Technology

Pearl River High School   2005 — 2009

Experience
Capco  July 2014 - Present
Rockefeller & Co., Inc.   June 2013 - August 2013
Citi  June 2012 - August 2012
32 Degree FroYo Lounge   May 2011 - August 2011

Education
New York University   2010 — 2014
Bachelor of Arts (B.A.), Economics/Business Studies

Manhasset Senior High School   2006 — 2010
High School Diploma

Experience
FFO   February 2015 - Present
Baciu Family Capital   November 1999 - Present
SoFi/Cabezon Investment Group   December 2012 - February 2014
Rockefeller & Co., Inc.   May 2010 - May 2012
Nuveen Investments  January 2007 - July 2008
UST  2005 - 2007
BNY Mellon  2002 - 2005
Santa Barbara Technology Group   2001 - 2004
NASDAQ  January 1997 - 2001
The Carson Group  1995 - 1997

Skills
Family Office Speciality, Family Office Dynamics, Family Office..., Family Office Expert, Wealth Management, Investments, Alternative Investments, Strategic Planning and..., Marketing Expert, Trustee Advisor to..., Trustee to family board, Family Office, Marketing, Wealth, Financial Advisory, Finance, Strategic Planning, Hedge Funds, Asset Allocation, Financial Services, Asset Management, Capital Markets, Venture Capital, Financial Analysis, Business Development, Private Equity, Equities, Business Strategy, Marketing Strategy, Business Intelligence, Strategic Partnerships, Strategy, Investor Relations, Investor Liaison, Start-ups, Series 7, Series 65, Entrepreneurship, Socially Responsible..., Social Entrepreneurship, Capital IQ, Human Capital, Risk Management, next gen education, Team Leadership, Strategic Leadership, Direct Investments, Co-investments, Investment Advisory, Portfolio Management

Education
University of California, Los Angeles

Stanford Graduate School of Business Executive Education   2006 — 2007
Graduate School of Business

Santa Monica College

Pacific Palisades High School
Diploma

Stanford University   2014 — 2014
MOOC

Experience
O'Melveny & Myers LLP   August 2015 - Present
Rockefeller & Co., Inc.   August 2013 - August 2015
Timothy P. Fisher, Esq., P.C.   May 2011 - August 2013
Cadwalader, Wickersham & Taft LLP   August 2010 - May 2011
Berger Hirschberg Strategies  May 2010 - August 2010
Instituto Proffessionale di Stato Sassetti-Peruzzi   January 2009 - May 2009

Skills
Microsoft Office, Billing Solutions, Legal Research, QuickBooks, Tax Returns, Customer Service, Phone Etiquette

Education
New York University   2007 — 2011
Bachelor of Arts (B.A.), Political Science and Government, 3.78

Experience
Rockefeller & Co., Inc.   July 2014 - Present
Rockit Solutions LLC  June 2013 - June 2014
Energetics  May 2011 - August 2011

Skills
R, Microsoft Excel, Data Visualization, Machine Learning, Data Analysis, VBA, SQL, Bloomberg Terminal, Research, Github, Matlab, Python

Education
Duke University   2008 — 2013
Bachelor of Science (B.S.), Civil and Environmental Engineering

Pine Crest School

Experience
Urban Justice Center- Domestic Violence Project  September 2014 - Present
GFI Group  May 2013 - November 2013
Phoenix Partners Group  October 2011 - May 2013
Morvillo, Abramowitz, Grand, Iason, Anello & Bohrer, P.C.   May 2010 - September 2011
Rockefeller & Co., Inc.   July 2008 - April 2009
Loan Syndications and Trading Association   April 2007 - May 2008
Securities Industry and Financial Markets Association (SIFMA)   July 2005 - April 2007

Skills
Electronic Trading, Financial Regulation, Fixed Income, Compliance, Litigation, Bloomberg, Legal Research, Westlaw, Lexis, Relationship Management, Team Leadership, Capital Markets, Derivatives

Education
Fordham University School of Law   2008 — 2013
Doctor of Law (J.D.)

University of Sydney   2003 — 2004
Study Abroad

Cornell University   2000 — 2004
Bachelor of Arts, Sociology; Business and Organizational Studies

Experience
American Express OPEN  February 2015 - Present
American Express OPEN  April 2014 - February 2015
CQ Roll Call, An Economist Group Business   September 2013 - April 2014
The Economist Intelligence Unit (The EIU)   August 2011 - September 2013
Gerson Lehrman Group  May 2010 - August 2011
Forbes Media  February 2009 - July 2010
Forbes Media  June 2007 - January 2009
Rockefeller & Co., Inc.   April 2006 - June 2007

Skills
Demand Generation, Marketo Certified Expert, Marketing Automation, Email Marketing, Marketing, Newsletters, Management, CRM, Sales, Entrepreneurship, Publishing, Lead Generation, Digital Marketing

Education
Rutgers, The State University of New Jersey-Newark
Bachelors, Finance

Experience
Rockefeller & Co., Inc.   May 2015 - Present
Two Prairie Farms, Inc.   2005 - Present
Rockefeller Trust Company, N.A.   July 2000 - Present
Debevoise & Plimpton  November 1991 - July 2000
BDO Seidman, LLP  November 1987 - November 1991
WithumSmith+Brown  November 1980 - November 1987

Skills
Wealth Management, Family Office, Fiduciary tax, Microsoft Excel, Trust Services, Public/private..., Trusted Business Advisor, Operations Management, Asset Allocation, Fund Of Funds, Fiduciary, Tax, CPA, Alternative Investments, Equities, Investments, Mutual Funds, High Net Worth...

Education
Fordham Gabelli School of Business   1989 — 1992
M.S., Taxation

Boston College   1976 — 1980
B.S., Accounting / Economics

Experience
Rockefeller & Co., Inc.   August 2013 - Present
One William Street Capital  June 2012 - August 2012
Morgan Stanley Smith Barney  June 2011 - August 2011
Jefferies & Company  June 2009 - August 2010

Skills
Excel, PowerPoint, Economics, Microsoft Excel, Financial Analysis, Microsoft Word, Data Analysis, Valuation, Research

Education
Wake Forest University   2009 — 2013
BA, Economics

Wake Forest University Summer Management Program   2011 — 2011
Bachelor of Arts (BA), Economics

Choate Rosemary Hall   2005 — 2009

Experience
Rockefeller & Co., Inc.   October 2004 - Present

Skills
Family Office, Family Services, RockIT, Bookkeeping, Microsoft Word, Microsoft Excel, Account Reconciliation, Wealth Management..., Accounting, Financial Reporting, Reporting & Analysis, Office Management, Office Administration, Accounts Payable, General Ledger, Personal Budgeting, Customer Experience, QuickBooks, Interviews, Expense Reports, Self-motivated..., Customer Satisfaction, Vendor Relationships, Journal Entries

Education
Baruch College   2004 — 2008
Bachelor of Business Administration (BBA), Public Accountancy (Major) & Industrial Psychology (Minor)

Experience
Rockefeller & Co., Inc.   January 2013 - Present
Rockefeller & Co., Inc.   June 2010 - December 2012
National Basketball Association  March 2009 - June 2010
PGA TOUR, Inc.   March 2006 - December 2008
The South Financial Group  May 2001 - November 2005
PSS World Medical, Inc.   December 2000 - April 2001
Merrill Lynch  May 2000 - November 2000

Skills
Employee Benefits, Benefits Administration, HRIS, 401k, Payroll, Mergers & Acquisitions, FMLA, Disability Insurance, COBRA, Retirement Planning, Defined Benefit, Retirement, Open Enrollment

Education
Florida State University   1998 — 2000
Bachelors

Experience
Rockit Solutions, LLC, A Rockefeller Company   November 2010 - March 2014
Rockit Solutions, LLC, A Rockefeller Company   July 2008 - November 2010
Rockefeller & Co., Inc.   November 2006 - July 2008
Neuberger Berman, LLC, Lehman Brothers, Inc.   October 2003 - October 2006
Century 21  June 2002 - June 2006
Neuberger Berman, LLC  October 2000 - October 2003
Prudential Investments  June 1999 - October 2000
Prudential Investments  March 1998 - June 1999
NYC Office of the Comptroller  January 1997 - March 1998
NYC Department of Business Services   January 1996 - January 1997

Skills
Project Management, Business Process..., Client Relations, Vendor Relationship..., Strategic Planning, Reporting & Analysis, Business Development, Cross-functional Team..., Software Quality..., Software Development..., Quality Assurance, Business Requirements, Systems Analysis, Functional..., User Acceptance Testing, Regression Testing, Defect Tracking, Financial Services, Investment Advisory, Asset Management, Private Asset Management, Wealth Asset Management, Institutional..., Performance Reporting, Performance Measurement, Performance Attribution, Financial Analysis, Due Diligence, Data Analysis, Portfolio Management, Equities, Fixed Income, Mutual Funds, Securities, Investments, Real Estate, Asset Allocation, Monte Carlo Simulation, Management

Education
Fordham Gabelli School of Business
MBA, Finance

Experience
Thomson Reuters  August 2015 - Present
American Museum of Natural History  November 2014 - August 2015
Canton Kitchen   October 2013 - October 2014
Trillium Trading, LLC  September 2010 - May 2012
Silver Lane Advisors   August 2007 - August 2009
Rockefeller & Co., Inc.   December 2005 - August 2007

Skills
Financial Modeling, Valuation, Finance, Investments, Equities, Bloomberg, Hedge Funds, Financial Analysis, Bloomberg Terminal, Equity Trading, Microsoft Excel, Private Equity, Equity Research, Alternative Investments, Securities, Fundamental Analysis, Technical Analysis, DCF, Forecasting, Corporate Finance, Restaurants

Education
American University - Kogod School of Business   2001 — 2005
Bachelor of Science (B.S.), Finance

Experience
Bank of America Merrill Lynch  November 2013 - Present
Deutsche Bank AG  August 2006 - November 2013
Sullivan & Cromwell LLP  September 2001 - July 2006
Rockefeller & Co., Inc.   May 1999 - May 2000
Prudential Securities, Inc.   October 1994 - May 1999

Skills
Cross-border..., Securities, Capital Markets, Corporate Governance, Structured Products, Derivatives, Corporate Finance, Securities Regulation

Education
New York University School of Law   1998 — 2001
JD, Law

The University of Connecticut   1992 — 1994
BA, Political Science and Government

Manhattan College   1990 — 1992

Experience
Rockefeller & Co., Inc.   February 2015 - Present
Blacksmith Institute  September 2007 - December 2014
Blacksmith Institute  May 2005 - September 2007

Skills
Environmental Awareness, Sustainability, Policy Analysis, Nonprofits, Research, Project Management, Environmental Policy, Grant Writing, Leadership, Community Outreach, Water, Program Management, Non-profits, Soil, Environmental Education, Environmental..., Climate Change, International..., Environmental Issues, Groundwater, Program Evaluation

Education
Columbia University - School of International and Public Affairs   2003 — 2004
Master of Public Administration (MPA), Environmental Science and Policy

New York University   1999 — 2003
BA, Environmental Sustainability, Globalization and Development

Experience
Inverness Counsel LLC  April 2015 - Present
Rockefeller & Co., Inc.   September 2012 - April 2015
Rockit Solutions LLC  October 2010 - September 2012
Rockit Solutions, LLC  May 2009 - April 2011
Rockit Solutions, LLC  July 2008 - April 2011
Rockit Solutions, LLC  July 2007 - June 2008
Rockit Solutions, LLC  January 2006 - June 2007
Other  August 2004 - August 2005

Skills
Business Analysis, Client Service, Project Management, Sales Support, Employee Management, Relationship Management

Education
Marist College   2001 — 2005
Bachelor of Science, Finance, 3.89

Macquarie University   2004 — 2004

Other Programs and Certifications

Experience
McMaster-Carr  July 2013 - Present
Rockefeller & Co., Inc.   August 2011 - June 2013
Collins Stewart  May 2011 - August 2011
HSBC  May 2010 - August 2010
HSBC  May 2009 - August 2009

Skills
Financial Modeling, Portfolio Management, Hedge Funds, Valuation, Bloomberg, Equities, Investments, Financial Analysis, Microsoft Office, Securities, Corporate Finance, Microsoft Excel, Research, Asset Managment, Trading, Due Diligence, PowerPoint, Business Development, Fixed Income, Capital Markets, Finance, Asset Allocation, Financial Risk, Equity Research, Quantitative Analytics, Insurance, Financial Reporting, Strategy, Business Strategy, Financial Services, Data Analysis, Investment Strategies, Microsoft Word, New Business Development, Supervisory Skills, Asset Management

Education
The University of Chicago Booth School of Business   2015 — 2018
Master of Business Administration (MBA)

Colgate University   2007 — 2011
Bachelor of Arts (B.A.), Political Science/Writing and Rhetoric

Cite Universitaire   2011 — 2011
Study Abroad, European Defense and Nationalism

Experience
Allianz Global Investors  August 2014 - Present
Rockefeller & Co., Inc.   July 2013 - March 2014
Rockit Solutions, LLC (A Rockefeller Company)   March 2008 - July 2013
AIG (AIG Investments)   1999 - 2008

Skills
Hedge Funds, Mutual Funds, Asset Management, Fixed Income, Equities, Fund Of Funds, Bloomberg, Securities, Financial Services, Capital Markets, Investments, Alternative Investments, Valuation, Derivatives

Education
Fordham University - Graduate School of Business Administration   1997 — 2000
Master of Business Administration (MBA), Finance, General

College of New Rochelle
Bachelor of Science (BS), Business Administration and Management, General

Experience
LMCG Investments  April 2005 - Present
Rockefeller & Co., Inc.   August 2001 - April 2005
State Street  November 1992 - August 2001
State Street Global Advisors  1992 - 2001
State Street Global Advisors (SSgA)   1992 - 2001
PanAgora Asset Management  October 1987 - November 1992
Wilmington Trust  July 1983 - October 1987

Skills
Investments, Portfolio Management, Asset Allocation, Asset Management, Alternative Investments, Hedge Funds, Equities, Emerging Markets, Fixed Income, Investment Management

Education
Vanderbilt University - Owen Graduate School of Management   1980 — 1982
MBA, Finance

Duke University   1977 — 1980
Bachelor of Arts (BA), Philosophy and Economics

Experience
Rockefeller and Co.   July 2015 - Present
Rockefeller & Co., Inc.   2004 - Present
Rockefeller & Co., Inc.   1995 - 2003
Rockefeller & Co., Inc.   1993 - 1994
Rockefeller & Co. (U.K.) Ltd   1991 - December 1992

Skills
Wealth Management, Asset Allocation, Equities, Hedge Funds, Alternative Investments, Financial Services, Asset Management, Mutual Funds, Valuation, Investments, Fixed Income, Private Equity, Portfolio Management, Securities, Capital Markets, Financial Modeling, Emerging Markets, Equity Valuation, Financial Analysis, Equity Research

Education
The New School
BA, Liberal Arts

Experience
Rockefeller & Co., Inc.   October 2014 - Present
Haynes Furniture Company  April 2009 - February 2014
WYCKOFF HEIGHTS MEDICAL CENTER  May 2001 - February 2009
WYCKOFF HEIGHTS MEDICAL CENTER  September 1997 - May 2001
WYCKOFF HEIGHTS MEDICAL CENTER  October 1995 - September 1997

Skills
Account Reconciliation, Accounting, Accounts Payable, Accounts Receivable, Auditing, Cash Flow, Financial Reporting, General Ledger, Internal Controls, QuickBooks, Cash Management, Payroll, Accruals, Inventory Management, Customer Service, Budgets, Team Building, Outlook, Microsoft Excel, Process Improvement

Education
Saint Leo University   2012 — 2016
Bachelor of Applied Science (B.A.Sc.), Accounting

CUNY New York City College of Technology   2001 — 2004
Associate of Arts and Sciences (A.A.S.), Accounting

Experience
Oppenheimer & Co.   August 2011 - Present
JPMorgan Chase  April 2008 - August 2011
Rockefeller & Co., Inc.   April 2007 - April 2008
Kimco Realty Corporation  February 2006 - April 2007

Skills
Valuation, Hedge Funds, Financial Modeling, Financial Analysis, Equities

Education
Baruch College, City University of New York (CUNY)   2001 — 2005
BA, Accounting

Experience
BNYMellon  November 2011 - Present
Wells Fargo  August 2009 - November 2011
Rockefeller & Co., Inc.   November 2007 - March 2009
US Trust  March 1996 - March 2006
Citibank  1985 - 1992

Skills
Wealth Management, Alternative Investments, Asset Allocation, Estate Planning, Private Banking, Investment Management, Wealth, Wealth Management..., Series 7, Leadership, Investments, Program Management, Portfolio Management, Management, Asset Managment, Asset Management, Banking

Education
American University - Kogod School of Business   1981 — 1984
MBA, Finance

Auburn University   1978 — 1981
BS, International Business

Experience
Merrill Lynch Wealth Management  May 2011 - Present
Rockefeller & Co., Inc.   January 2005 - May 2011
Atlantic Trust/Pell Rudman   March 1998 - December 2004
MFS Investment Management  February 1987 - March 1998

Skills
Portfolio Management

Education
Boston University   2001 — 2003
Certificate, Financial Planning

Babson College   1984 — 1986
MBA, Finance

Union College   1979 — 1983
BA, Economics

Chartered Financial Analyst
CFA

Experience
Goldman Sachs  October 2013 - Present
Vastardis Capital Services  April 2013 - October 2013
Rockefeller & Co., Inc.   December 2011 - February 2013
SAC Capital  June 2010 - October 2011
Le Pain Quotidien  October 2009 - June 2010
Old Greenwich Yacht Club   June 2009 - March 2010
Argus Research  May 2008 - September 2008

Skills
Car Racing, Skiing, Golf, Hedge Funds, Fixed Income, Investments, Analysis, Equity Derivatives, Research, Excel, Microsoft Office, Valuation

Education
Ithaca College   2005 — 2009
BS Degree, Finance

Experience
Regeneron Pharmaceuticals, Inc.   2015 - Present
NYSE Euronext  2012 - 2015
NYSE Euronext  2009 - 2012
Rockefeller & Co., Inc.   June 2008 - August 2008
Anchin, Block & Anchin LLP   March 2008 - May 2008

Education
New York University - Leonard N. Stern School of Business
MBA, Corporate Finance

Baruch College, City University of New York (CUNY)   2007 — 2009
MS, ACCOUNTANCY

Zhejiang University   2001 — 2005
BBS, Economics

Xinchang High School

Experience
Citrin Cooperman & Company, LLP   2009 - Present
Rockefeller & Co., Inc.   2005 - 2008

Skills
QuickBooks, Tax, Tax Accounting, Partnership Taxation, Tax Preparation, Corporate Tax, Accounting

Education
Queens College   1985 — 1988
Bachelors, Accounting and Business Information Systems

Experience
Rockefeller & Co., Inc.   August 2013 - Present
Rockefeller Financial  April 2010 - August 2013
Rockit Solutions LLC  February 2009 - March 2010
Rockit Solutions LLC  October 2007 - January 2009
AIG  January 2006 - June 2007

Skills
Equities, Portfolio Management, Bloomberg, Asset Management, Securities, Mutual Funds, Financial Services, Investments, Wealth Management, Financial Modeling, Alternative Investments

Education
Rochester Institute of Technology
Bachelor of Science (B.S.), Finance

Experience
Sungard  September 2006 - January 2013
Rockefeller & Co., Inc.   September 2002 - September 2006
Enterprise Technology Corp.   September 1997 - September 2002
Computerized Elevator Controls   September 1995 - September 1997

Education
New York Institute of Technology   1992 — 1994
BSEE, Electrical Engineering

Stony Brook University

Van Buren

Experience
Team America Inc   May 2013 - Present
The Five O'Clock Club  January 2012 - Present
Fox4Insurance, Inc.   September 2010 - April 2012
Sky View Manor Motel   June 2009 - August 2010
Rockit Solutions   August 2008 - December 2008
Rockefeller & Co., Inc.   June 2007 - August 2008

Skills
Accounting, Accounts Payable, Accounts Receivable, Bank Reconciliation, Income Tax, Microsoft Excel, Microsoft Word, QuickBooks, Xign System, Payroll, Invoicing, Internal Controls, Financial Statements, General Ledger, Tax

Education
Hunter College
Bachelor’s Degree, Accounting, 3.5

City University of New York-Hunter College
Bachelor of Science in Accounting

Experience
Audax Group  May 2014 - Present
FOC Partners (formerly Feingold O'Keeffe Capital)   April 2013 - April 2014
HGGC (formerly Huntsman Gay Global Capital)   November 2010 - March 2013
Rockefeller & Co., Inc.   March 2007 - November 2010
MFS Investment Management  February 2006 - March 2007
Wellington Management  December 2003 - February 2006

Skills
Private Equity, Business Development, Alternative Investments, Investor Relations, Due Diligence, Mergers & Acquisitions, Financial Analysis, Mutual Funds, Financial Services, Asset Allocation, LBO, Bloomberg

Education
College of the Holy Cross   1994 — 1998

Experience
LR Global   1997 - Present
Rockefeller & Co., Inc.   June 1997 - June 2001
BMW of North America, LLC  May 1993 - May 1997

Skills
Hedge Funds, Asset Management, Emerging Markets, Private Equity, Equity Research, Capital Markets, Corporate Finance, Venture Capital, Alternative Investments, Valuation, Equities, Investments, Financial Markets, Portfolio Management, Asset Allocation, Investment Banking

Education
New York University   1995 — 1997
Master of Business Administration (MBA), International Finance

Pace University - Lubin School of Business   1985 — 1989
Bachelor of Science (B.S.), Public Accounting

Experience
Rockefeller & Co., Inc.   May 2015 - Present
Rockit Solutions LLC  February 2012 - May 2015
UBS Alternative and Quantitative Investments, LLC   November 2004 - July 2009
Manulife - John Hancock   June 2002 - September 2004

Education
Vanderbilt University - Owen Graduate School of Management   2009 — 2011
Master of Business Administration (MBA), Finance - Investment Management; Accounting

Lehigh University   1998 — 2002
BS, Finance

New Canaan High School   1994 — 1998

Experience
Peapack Gladstone Bank  2013 - Present
US Trust  1995 - 2013
Rockefeller & Co., Inc.   1992 - 1995
US Army  1987 - 1992

Skills
Portfolio Management, Wealth Management, Asset Allocation, Asset Management, Alternative Investments, Equities, Investments, Fixed Income, Hedge Funds, Investment Strategies, Mutual Funds, Investment Management, Retirement Planning

Education
New York University, Stern School of Business   1995 — 1999
Master of Business Administration (MBA), Finance and International Business

Providence College   1983 — 1987
Bachelor of Arts (BA), Political Science and Public Administration

Southbridge High School

Experience
Rockefeller & Co., Inc.   September 2011 - Present
Alive & Well Chiropractic   September 2010 - September 2011
Cumberland Medical Center  November 2007 - August 2010
NYU School of Medicine  2004 - 2007
Goodman, Glatt & Weiss, CPA's   November 1999 - February 2004

Skills
SharePoint, Windows Server, Active Directory, Citrix, System Administration, Customer Service, HTML, Management, SharePoint Designer, Vendor Management, Technical Documentation, RSA Security, Proofreading, Microsoft Excel

Education
Hunter College   2002 — 2005
English, Archaeology

W.C. Bryant High School   1999 — 2002
HS Diploma

Experience
SourceMedia  November 2004 - Present
Thomson Financial Media  March 2001 - November 2004
Rockefeller & Co., Inc.   January 1995 - February 2001

Skills
General Ledger, Great Plains Software, Microsoft Excel, Sarbanes-Oxley Act, Financial Reporting

Education
Touro University Worldwide   2012 — 2014
Master of Business Administration (MBA), 4.0

St. Francis College
BS, Accounting/Special Studies

Kingsborough Community College
Associate of Arts and Sciences (A.A.S.), Accounting, 4.0

Experience
Rockefeller & Co., Inc.   December 2011 - Present
Baron Upholsterers Inc   May 2009 - June 2011

Skills
Process Improvement, Accounting, Confidential..., Financial Audits, Financial Services, Financial Reporting, Administrative Support, Executive Support, Payroll, Operations Management, Records Management, Vendor Management, Office Management, Travel Management, Time Management, Meeting Scheduling, Appointment Scheduling, Contracts Administration, Research, Problem Solving, Sage ACCPAC, ADP Payroll, Ultipro, Microsoft Office, Microsoft Excel, Strategic Planning, Public Speaking, Project Management, Training, Sales, Social Media, Marketing

Education
Bard College   2005 — 2009
Bachelor of Arts, History

Experience
Rochester Institute of Technology  July 2011 - Present
Illinois State University  August 2007 - June 2011
Rockefeller & Co., Inc.   August 2003 - January 2004

Skills
Sustainability, Public Speaking, Research, Community Outreach, Microsoft Office, Environmental Awareness, Grant Writing, PowerPoint, Microsoft Excel, Non-profits, Sustainable Business, Civic Engagement, Materials Management, Leading Organizational..., Nonprofits, Student Development, Technical Writing, Volunteer Management, Program Development, Fundraising, Higher Education, Student Affairs, Teaching, Community Development, Grants, Leadership, Data Analysis, Statistics, Event Planning

Education
Bard College   2002 — 2004
Master of Science (M.S.)

Binghamton University   1995 — 1999
Bachelor's degree

Experience
Rockefeller & Co., Inc.   December 2014 - Present
Central Turf & Irrigation Supply  June 2013 - November 2014
The Shade Store  2012 - April 2013
Edward Rosenblum Dental Office   February 2011 - January 2012

Skills
General Ledger, Accounting, Account Reconciliation, Journal Entries, Bank Reconciliation, Accounts Payable, Financial Statements, Financial Reporting, Financial Accounting, Spreadsheets, Invoicing, Bookkeeping, Auditing, QuickBooks

Education
Pace University - Lubin School of Business   2009 — 2013
Bachelor of Business Administration (BBA), Accounting and Business/Management

Experience
Rockefeller & Co., Inc.   March 2007 - Present

Skills
Project Management, Customer Service, Management, Troubleshooting, Windows Server, Microsoft Office, Active Directory, Disaster Recovery, Microsoft Excel, Windows, Cisco Technologies, Checkpoint Security, Network Security, Firewalls, VPN, Networking, Data Center, Servers, Routers, TCP/IP, Juniper Technologies, OSPF, BGP, Network Administration, System Deployment, Switches, DNS, IT Management, IT Strategy, Security

Education
Cornell University   2002 — 2004
Bachelor’s Degree, Computer Engineering

SUNY Polytechnic Institute   2002 — 2004
Bachelor’s Degree, Computer & Information Science, and Computer Engineering Technology

Northeastern University
Master’s Degree, Electrical Engineering, Computer Engineering