Steben & Company, Inc.
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Steben & Company, Inc. Employees
Employee
Years
Job
Industry
Michael Bulley Michael Bulley's Steben & Company, Inc. Experience November 2002 - July 2015
Job Retired
Industry Financial Services
Experience
None July 2015 - Present
Steben & Company, Inc. November 2002 - July 2015
Comsat RSI 1995 - 2002
Skills
Alternative Investments, Hedge Funds, Portfolio Management, Asset Management, General Management, Operations Management
Education
The Johns Hopkins University - Carey Business School 1999 — 2002
MBA, Finance
University of Wisconsin-Madison 1975 — 1980
BSEE, Electromagnetic Wave Theory
None July 2015 - Present
Steben & Company, Inc. November 2002 - July 2015
Comsat RSI 1995 - 2002
Skills
Alternative Investments, Hedge Funds, Portfolio Management, Asset Management, General Management, Operations Management
Education
The Johns Hopkins University - Carey Business School 1999 — 2002
MBA, Finance
University of Wisconsin-Madison 1975 — 1980
BSEE, Electromagnetic Wave Theory
Jennifer Keller Jennifer Keller's Steben & Company, Inc. Experience October 2010 - May 2013
Job Investment Management Associate at Independence by Convergent
Industry Financial Services
Experience
Independence by Convergent August 2014 - Present
Brown Advisory April 2014 - July 2014
Brown Advisory May 2013 - April 2014
Steben & Company, Inc. October 2010 - May 2013
Steben & Company, Inc. July 2009 - October 2010
UBS January 2009 - May 2009
Skills
Series 7, Series 3, Series 22, Managed Futures, Series 63, Alternative Investments, FINRA, Uniform Combined State..., Finance, Strategic Planning, Financial Services, Marketing, Securities, Financial Advisory, CRM, Investment Management, Asset Management, Investments, Mutual Funds
Education
University of Maryland College Park 2007 — 2009
B.A. in Communicaton, Rhetoric and Composition
James Madison University 2004 — 2005
Independence by Convergent August 2014 - Present
Brown Advisory April 2014 - July 2014
Brown Advisory May 2013 - April 2014
Steben & Company, Inc. October 2010 - May 2013
Steben & Company, Inc. July 2009 - October 2010
UBS January 2009 - May 2009
Skills
Series 7, Series 3, Series 22, Managed Futures, Series 63, Alternative Investments, FINRA, Uniform Combined State..., Finance, Strategic Planning, Financial Services, Marketing, Securities, Financial Advisory, CRM, Investment Management, Asset Management, Investments, Mutual Funds
Education
University of Maryland College Park 2007 — 2009
B.A. in Communicaton, Rhetoric and Composition
James Madison University 2004 — 2005
Barry R. Gainsburg Barry R. Gainsburg's Steben & Company, Inc. Experience November 2007 - November 2009
Job Barry Gainsburg, PA providing legal counsel to the Cannabis and Securities Industry
Industry Law Practice
Experience
BioTrackTHC August 2014 - Present
Barry Gainsburg, PA May 2014 - Present
Live from the morgue 2015 - 2015
Live from the morgue 2015 - 2015
Gainsburg Compliance Corp. January 2010 - May 2014
Steben & Company, Inc. November 2007 - November 2009
John W. Henry & Company March 2001 - November 2007
Skills
Securities, Cannabis Law, Hedge Funds, Alternative Investments, Investments, Social Media Marketing, Social Media, Strategic Planning, Public Speaking, FINRA, Series 7, Asset Management, Mutual Funds, Series 24, Marketing, Social Networking, Series 65, Medical Marijuana, Series 3, Communication, Customer Service, Entrepreneurship, Marketing Strategy, Public Relations, Management, Event Planning, Legal Advice, Leadership
Education
Hofstra University School of Law 1990 — 1993
Juris Doctrate
The Johns Hopkins University 1986 — 1990
BS
BioTrackTHC August 2014 - Present
Barry Gainsburg, PA May 2014 - Present
Live from the morgue 2015 - 2015
Live from the morgue 2015 - 2015
Gainsburg Compliance Corp. January 2010 - May 2014
Steben & Company, Inc. November 2007 - November 2009
John W. Henry & Company March 2001 - November 2007
Skills
Securities, Cannabis Law, Hedge Funds, Alternative Investments, Investments, Social Media Marketing, Social Media, Strategic Planning, Public Speaking, FINRA, Series 7, Asset Management, Mutual Funds, Series 24, Marketing, Social Networking, Series 65, Medical Marijuana, Series 3, Communication, Customer Service, Entrepreneurship, Marketing Strategy, Public Relations, Management, Event Planning, Legal Advice, Leadership
Education
Hofstra University School of Law 1990 — 1993
Juris Doctrate
The Johns Hopkins University 1986 — 1990
BS
Patrick Yu, MBA Patrick Yu, MBA's Steben & Company, Inc. Experience November 2010 - April 2012
Job Sales and Marketing Professional
Industry Hospitality
Experience
Merrill Edge April 2012 - May 2015
Steben & Company, Inc. November 2010 - April 2012
Wells Fargo Advisors December 2009 - October 2010
Citigroup April 2007 - December 2009
Ameriprise Financial August 2005 - January 2007
Skills
Relationship Marketing, Sales, Relationship Management, Community Outreach, Sales Management, FINRA, Series 7, Financial Services, Wealth Management, Banking, Financial Planning, Life Insurance, Investments, Financial Analysis, Insurance, Uniform Combined State..., Portfolio Management, Securities, Asset Allocation, Retirement Planning, Finance, Financial Modeling, Mutual Funds
Education
University of Maryland College Park 2012 — 2015
Masters of Business Administration, MBA
The College of New Jersey 2001 — 2005
Bachelor of Science, Business - Information Systems
Merrill Edge April 2012 - May 2015
Steben & Company, Inc. November 2010 - April 2012
Wells Fargo Advisors December 2009 - October 2010
Citigroup April 2007 - December 2009
Ameriprise Financial August 2005 - January 2007
Skills
Relationship Marketing, Sales, Relationship Management, Community Outreach, Sales Management, FINRA, Series 7, Financial Services, Wealth Management, Banking, Financial Planning, Life Insurance, Investments, Financial Analysis, Insurance, Uniform Combined State..., Portfolio Management, Securities, Asset Allocation, Retirement Planning, Finance, Financial Modeling, Mutual Funds
Education
University of Maryland College Park 2012 — 2015
Masters of Business Administration, MBA
The College of New Jersey 2001 — 2005
Bachelor of Science, Business - Information Systems
Basak Akiska Basak Akiska's Steben & Company, Inc. Experience March 2013 - Present
Job Director of Operational Due Diligence at Steben & Company, Inc.
Industry Investment Management
Experience
Steben & Company, Inc. March 2013 - Present
Man Investments June 2006 - February 2013
XL Group plc December 2004 - June 2006
Ernst & Young June 1999 - December 2004
Skills
Operational Due..., Alternative Investments, Hedge Funds, Fund Of Funds, Fund Accounting, Due Diligence, Private Equity, Fund Administration, Asset Managment, Investor Relations, Financial Modeling, Equities, Risk Management, Derivatives, Financial Analysis, Valuation, Capital Markets, Corporate Finance, Investments, Bloomberg, Fixed Income, Portfolio Management, Operational Risk..., Asset Management, Securities, Mutual Funds
Education
University of Virginia 1999 — 2000
MS, Accounting
University of Massachusetts at Amherst - Isenberg School of Management 1994 — 1999
BA, Management & HRTA
Steben & Company, Inc. March 2013 - Present
Man Investments June 2006 - February 2013
XL Group plc December 2004 - June 2006
Ernst & Young June 1999 - December 2004
Skills
Operational Due..., Alternative Investments, Hedge Funds, Fund Of Funds, Fund Accounting, Due Diligence, Private Equity, Fund Administration, Asset Managment, Investor Relations, Financial Modeling, Equities, Risk Management, Derivatives, Financial Analysis, Valuation, Capital Markets, Corporate Finance, Investments, Bloomberg, Fixed Income, Portfolio Management, Operational Risk..., Asset Management, Securities, Mutual Funds
Education
University of Virginia 1999 — 2000
MS, Accounting
University of Massachusetts at Amherst - Isenberg School of Management 1994 — 1999
BA, Management & HRTA
Andrew John, CFA Andrew John, CFA's Steben & Company, Inc. Experience April 2015 - Present
Job Manager of Risk Analytics at Steben & Company, Inc.
Industry Financial Services
Experience
Steben & Company, Inc. April 2015 - Present
Pace Global, A Siemens Business June 2012 - April 2015
University of Notre Dame Endowment December 2011 - May 2012
University of Notre Dame August 2010 - May 2012
RBS Global Banking & Markets June 2011 - August 2011
Charles Schwab July 2007 - July 2010
Skills
Derivatives, Financial Modeling, Trading, Options, Equities, Financial Markets, Investments, Investment Management, Valuation, Financial Analysis, Portfolio Management, Bloomberg, Asset Managment, Fixed Income, Equity Research, Matlab
Education
University of Notre Dame - Mendoza College of Business 2010 — 2012
MBA, Investments
Arizona State University 2003 — 2007
BS, Mathematics
Lakeside School 1999 — 2003
Steben & Company, Inc. April 2015 - Present
Pace Global, A Siemens Business June 2012 - April 2015
University of Notre Dame Endowment December 2011 - May 2012
University of Notre Dame August 2010 - May 2012
RBS Global Banking & Markets June 2011 - August 2011
Charles Schwab July 2007 - July 2010
Skills
Derivatives, Financial Modeling, Trading, Options, Equities, Financial Markets, Investments, Investment Management, Valuation, Financial Analysis, Portfolio Management, Bloomberg, Asset Managment, Fixed Income, Equity Research, Matlab
Education
University of Notre Dame - Mendoza College of Business 2010 — 2012
MBA, Investments
Arizona State University 2003 — 2007
BS, Mathematics
Lakeside School 1999 — 2003
Troy Kuhn, CFP®, CAIA℠, MBA Troy Kuhn, CFP®, CAIA℠, MBA's Steben & Company, Inc. Experience February 2008 - April 2014
Job Wealth Management Advisor, Partner at Harvest Advisors, LLC
Industry Financial Services
Experience
Harvest Advisors, LLC July 2015 - Present
National Advisors Trust Company, FSB April 2014 - June 2015
Steben & Company, Inc. February 2008 - April 2014
SEI July 2006 - February 2008
Western Financial Planning July 2002 - January 2006
MBNA October 1993 - July 2002
Skills
Series 7, Series 3, Series 30, Certified Financial..., Distinguished..., Investments, Leadership, Alternative Investments, ETFs, Asset Allocation, Series 63, Relationship Management, Mutual Funds, Hedge Funds, Business Development, Budgets, Insurance
Education
Chartered Alternative Investment Analyst Association 2013 — 2014
CAIA, Pass
Boston University 2005 — 2008
Financial Planning Program
University of Delaware - Lerner College of Business and Economics 1996 — 1999
MBA, International Business
Albright College 1987 — 1992
BS, Finance
Harvest Advisors, LLC July 2015 - Present
National Advisors Trust Company, FSB April 2014 - June 2015
Steben & Company, Inc. February 2008 - April 2014
SEI July 2006 - February 2008
Western Financial Planning July 2002 - January 2006
MBNA October 1993 - July 2002
Skills
Series 7, Series 3, Series 30, Certified Financial..., Distinguished..., Investments, Leadership, Alternative Investments, ETFs, Asset Allocation, Series 63, Relationship Management, Mutual Funds, Hedge Funds, Business Development, Budgets, Insurance
Education
Chartered Alternative Investment Analyst Association 2013 — 2014
CAIA, Pass
Boston University 2005 — 2008
Financial Planning Program
University of Delaware - Lerner College of Business and Economics 1996 — 1999
MBA, International Business
Albright College 1987 — 1992
BS, Finance
Vandana Iyer Vandana Iyer's Steben & Company, Inc. Experience June 2011 - August 2011
Job Global Account Executive at Red Fuse Communications
Industry Marketing and Advertising
Experience
Red Fuse Communications March 2015 - Present
DigitasLBi_US July 2013 - March 2015
The George Washington University December 2012 - June 2013
The George Washington University August 2012 - December 2012
Digitas June 2012 - August 2012
Steben & Company, Inc. June 2011 - August 2011
Steben & Company, Inc. June 2010 - August 2010
Skills
Social Media, Event Planning, Research, SPSS, Microsoft Office, Fundraising, Non-profits, Community Outreach, Public Speaking, Event Management, PowerPoint, Social Media Marketing, Spanish, Microsoft Excel, Data Analysis, Marketing, Social Networking, Facebook, Advertising, Public Relations, Leadership, Marketing Strategy, Sales, Microsoft Word, Market Research, Customer Service, Marketing Communications
Education
The George Washington University - School of Business 2009 — 2013
Bachelor of Business Administration, Marketing and Finance
Fairfax High School 2005 — 2009
Advanced Studies Diploma
Red Fuse Communications March 2015 - Present
DigitasLBi_US July 2013 - March 2015
The George Washington University December 2012 - June 2013
The George Washington University August 2012 - December 2012
Digitas June 2012 - August 2012
Steben & Company, Inc. June 2011 - August 2011
Steben & Company, Inc. June 2010 - August 2010
Skills
Social Media, Event Planning, Research, SPSS, Microsoft Office, Fundraising, Non-profits, Community Outreach, Public Speaking, Event Management, PowerPoint, Social Media Marketing, Spanish, Microsoft Excel, Data Analysis, Marketing, Social Networking, Facebook, Advertising, Public Relations, Leadership, Marketing Strategy, Sales, Microsoft Word, Market Research, Customer Service, Marketing Communications
Education
The George Washington University - School of Business 2009 — 2013
Bachelor of Business Administration, Marketing and Finance
Fairfax High School 2005 — 2009
Advanced Studies Diploma
Joshua Morehouse Joshua Morehouse's Steben & Company, Inc. Experience March 2009 - October 2013
Job Technical Manager at Brown Advisory
Industry Information Technology and Services
Experience
Brown Advisory October 2013 - Present
Steben & Company, Inc. March 2009 - October 2013
Technology Management, Inc. (TMI) August 2007 - March 2009
FBR Capital Markets February 2007 - August 2007
FBR February 2003 - June 2007
FBR March 2006 - February 2007
FBR September 2004 - February 2006
FBR February 2002 - September 2004
FBR October 2000 - February 2002
AAM Distribution February 1998 - September 2000
Skills
Series 99, ITIL, Service Management, Desktop Support, Asset Managment, Portfolio Management, Business Analysis, Market Data, Disaster Recovery, Data Center, Capital Markets, Windows Server, SharePoint, CRM, Mac OS X, ADFS 2.0, Storage Area Networks, Virtualization, ShoreTel, Sonicwall, LAMP, Backup Exec, HP Openview, Solarwinds, HDI Support Center..., Automation, Customer Satisfaction, Remote Infrastructure..., Technical Support, Servers
Education
Learning Tree 2007 — 2007
Montgomery College 1996 — 1998
Brown Advisory October 2013 - Present
Steben & Company, Inc. March 2009 - October 2013
Technology Management, Inc. (TMI) August 2007 - March 2009
FBR Capital Markets February 2007 - August 2007
FBR February 2003 - June 2007
FBR March 2006 - February 2007
FBR September 2004 - February 2006
FBR February 2002 - September 2004
FBR October 2000 - February 2002
AAM Distribution February 1998 - September 2000
Skills
Series 99, ITIL, Service Management, Desktop Support, Asset Managment, Portfolio Management, Business Analysis, Market Data, Disaster Recovery, Data Center, Capital Markets, Windows Server, SharePoint, CRM, Mac OS X, ADFS 2.0, Storage Area Networks, Virtualization, ShoreTel, Sonicwall, LAMP, Backup Exec, HP Openview, Solarwinds, HDI Support Center..., Automation, Customer Satisfaction, Remote Infrastructure..., Technical Support, Servers
Education
Learning Tree 2007 — 2007
Montgomery College 1996 — 1998
Chelle Folts Winslow's Steben & Company, Inc. Experience November 2009 - Present
Job Chelle Folts Winslow is the Creative Director at Steben & Company, Inc.
Industry Marketing and Advertising
Experience
Steben & Company, Inc. November 2009 - Present
Chellerie LLC February 2008 - Present
FBR Capital Markets February 2001 - February 2008
Friedman, Billings, Ramsey Group, Inc. May 2000 - February 2001
cR StuDiO August 1998 - May 2000
SAGA Software January 1998 - August 1998
Software AG September 1996 - January 1998
DSDJ, Inc. June 1996 - September 1996
Software AG August 1992 - March 1996
Omnicom, Inc. May 1986 - July 1992
Skills
Corporate Branding, Corporate Identity, Creative Direction, Branding & Identity, Art Direction, Graphic Design, Design Standards, Event Creative, Print Production..., Production Coordination, Advertising, Collateral, Print Collateral, Brochures, Photography, Lightroom, Web Development, Web Design, CMS, Logo Design, Adobe CS6, InDesign, Illustrator, Photoshop, HTML, CSS, Typography, Color Theory, Microsoft Office, Email Marketing, Email Marketing Software, StrongMail, Silverpop, MailChimp, Signage Design, WordPress, Digital Media, Brainshark, Graphics, Adobe Creative Suite
Education
Longwood University 1983 — 1986
Foreign Languages & Graphic Design
Congressional Schools of Virginia 1981 — 1983
Steben & Company, Inc. November 2009 - Present
Chellerie LLC February 2008 - Present
FBR Capital Markets February 2001 - February 2008
Friedman, Billings, Ramsey Group, Inc. May 2000 - February 2001
cR StuDiO August 1998 - May 2000
SAGA Software January 1998 - August 1998
Software AG September 1996 - January 1998
DSDJ, Inc. June 1996 - September 1996
Software AG August 1992 - March 1996
Omnicom, Inc. May 1986 - July 1992
Skills
Corporate Branding, Corporate Identity, Creative Direction, Branding & Identity, Art Direction, Graphic Design, Design Standards, Event Creative, Print Production..., Production Coordination, Advertising, Collateral, Print Collateral, Brochures, Photography, Lightroom, Web Development, Web Design, CMS, Logo Design, Adobe CS6, InDesign, Illustrator, Photoshop, HTML, CSS, Typography, Color Theory, Microsoft Office, Email Marketing, Email Marketing Software, StrongMail, Silverpop, MailChimp, Signage Design, WordPress, Digital Media, Brainshark, Graphics, Adobe Creative Suite
Education
Longwood University 1983 — 1986
Foreign Languages & Graphic Design
Congressional Schools of Virginia 1981 — 1983
Temi Fadeyi's Steben & Company, Inc. Experience September 2013 - July 2014
Job Analyst
Industry Luxury Goods & Jewelry
Experience
Morgan Stanley July 2014 - August 2015
Steben & Company, Inc. September 2013 - July 2014
Metroventures USA, Inc. August 2013 - September 2013
St. Mary's College of Maryland September 2012 - May 2013
St. Mary's College of Maryland September 2012 - May 2013
St. Mary's College of Maryland September 2010 - May 2013
NOAA June 2008 - January 2012
NOAA June 2008 - August 2008
Skills
Microsoft Office 2008..., Microsoft Excel, PowerPoint, SPSS, Microsoft Word, Event Planning, Social Media, Data Analysis, Fundraising, Access, OS X, Time Management, Program Development, Data Entry, Research, Statistics, Data Reporting, Event Management, Leadership, Social Networking, Accounts Payable, Editing, Microsoft Office 2007, Confidentiality
Education
University of Miami - School of Business 2015 — 2017
Master of Business Administration (MBA)
St. Mary's College of Maryland 2009 — 2013
Bachelor of Arts (B.A.), Economics
James Cook University 2012 — 2012
Morgan Stanley July 2014 - August 2015
Steben & Company, Inc. September 2013 - July 2014
Metroventures USA, Inc. August 2013 - September 2013
St. Mary's College of Maryland September 2012 - May 2013
St. Mary's College of Maryland September 2012 - May 2013
St. Mary's College of Maryland September 2010 - May 2013
NOAA June 2008 - January 2012
NOAA June 2008 - August 2008
Skills
Microsoft Office 2008..., Microsoft Excel, PowerPoint, SPSS, Microsoft Word, Event Planning, Social Media, Data Analysis, Fundraising, Access, OS X, Time Management, Program Development, Data Entry, Research, Statistics, Data Reporting, Event Management, Leadership, Social Networking, Accounts Payable, Editing, Microsoft Office 2007, Confidentiality
Education
University of Miami - School of Business 2015 — 2017
Master of Business Administration (MBA)
St. Mary's College of Maryland 2009 — 2013
Bachelor of Arts (B.A.), Economics
James Cook University 2012 — 2012
Amy Biddy Amy Biddy's Steben & Company, Inc. Experience April 2011 - Present
Job Operations Analyst, Investor Services at Steben & Company, Inc.
Industry Financial Services
Experience
Steben & Company, Inc. April 2011 - Present
Maryland Center for Dental Wellness June 2010 - October 2010
Gaithersburg Dental Care February 2010 - April 2010
Kantakevich, Doring & West August 2006 - November 2009
Skills
Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Time Management
Education
Kaplan University-Hagerstown Campus 2005 — 2006
Expanded Functions Dental Assistant, Dental Assisting/Assistant
Steben & Company, Inc. April 2011 - Present
Maryland Center for Dental Wellness June 2010 - October 2010
Gaithersburg Dental Care February 2010 - April 2010
Kantakevich, Doring & West August 2006 - November 2009
Skills
Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Time Management
Education
Kaplan University-Hagerstown Campus 2005 — 2006
Expanded Functions Dental Assistant, Dental Assisting/Assistant
Alysha Cunningham Alysha Cunningham's Steben & Company, Inc. Experience January 2013 - September 2013
Job AVP Loan Officer
Industry Financial Services
Experience
CapitalSource May 2015 - Present
CapitalSource July 2014 - May 2015
SunTrust Bank September 2013 - July 2014
Steben & Company, Inc. January 2013 - September 2013
Financial Industry Regulatory Authority October 2012 - January 2013
Goucher College Office of Multicultural Affairs September 2011 - May 2012
Goucher College September 2011 - May 2012
Goucher College Office of Community Living September 2009 - May 2012
Goucher College September 2008 - May 2012
Goucher College September 2011 - December 2011
Skills
Spanish, Research, Event Planning, Public Speaking, Editing, Facebook, Social Networking, Microsoft Office, Translation, Social Media, PowerPoint, Tutoring, Project Management, Teaching, Community Outreach, Conflict Resolution, Social Media Marketing, Higher Education, Management
Education
Goucher College 2008 — 2012
Business Management, Spanish
Goucher College 2008 — 2012
Bachelor of Arts, Business Management and Spanish
Universidad de Salamanca 2011 — 2011
B.A; B.A, Business Management; Business; SpanishSpanish
CapitalSource May 2015 - Present
CapitalSource July 2014 - May 2015
SunTrust Bank September 2013 - July 2014
Steben & Company, Inc. January 2013 - September 2013
Financial Industry Regulatory Authority October 2012 - January 2013
Goucher College Office of Multicultural Affairs September 2011 - May 2012
Goucher College September 2011 - May 2012
Goucher College Office of Community Living September 2009 - May 2012
Goucher College September 2008 - May 2012
Goucher College September 2011 - December 2011
Skills
Spanish, Research, Event Planning, Public Speaking, Editing, Facebook, Social Networking, Microsoft Office, Translation, Social Media, PowerPoint, Tutoring, Project Management, Teaching, Community Outreach, Conflict Resolution, Social Media Marketing, Higher Education, Management
Education
Goucher College 2008 — 2012
Business Management, Spanish
Goucher College 2008 — 2012
Bachelor of Arts, Business Management and Spanish
Universidad de Salamanca 2011 — 2011
B.A; B.A, Business Management; Business; SpanishSpanish
Rich Kendrick Rich Kendrick's Steben & Company, Inc. Experience 2012 - 2015
Job Senior Vice President Marketing at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman May 2015 - Present
Steben & Company, Inc. 2012 - 2015
ProShare Advisors LLC 2008 - 2012
Ameriprise Financial May 2007 - December 2008
Rydex Investments 2002 - 2007
Corporate Executive Board 2001 - 2002
Oppenheimer & Co. Inc. 1991 - 1999
Skills
Marketing Strategy, Digital Marketing, Strategic Partnerships, Mutual Funds, Marketing Communications, Marketing, ETFs, Alternative Investments, Market Research, Management, Asset Management, Advertising, Product Development, Product Marketing, Strategic Planning, Integrated Marketing, Online Advertising, Marketing Management, Asset Managment, Market Planning, Copywriting, Sales, Search Engine..., Investment Strategies, Investments, Competitive Analysis, CRM, Brand Management
Education
Duke University - The Fuqua School of Business 1999 — 2001
MBA, Maketing & Strategy
Harvard Business School 2005 — 2005
Certificate in Marketing Strategy
Adelphi University
BS, Management & Communications
Chaminade High School
High School
Neuberger Berman May 2015 - Present
Steben & Company, Inc. 2012 - 2015
ProShare Advisors LLC 2008 - 2012
Ameriprise Financial May 2007 - December 2008
Rydex Investments 2002 - 2007
Corporate Executive Board 2001 - 2002
Oppenheimer & Co. Inc. 1991 - 1999
Skills
Marketing Strategy, Digital Marketing, Strategic Partnerships, Mutual Funds, Marketing Communications, Marketing, ETFs, Alternative Investments, Market Research, Management, Asset Management, Advertising, Product Development, Product Marketing, Strategic Planning, Integrated Marketing, Online Advertising, Marketing Management, Asset Managment, Market Planning, Copywriting, Sales, Search Engine..., Investment Strategies, Investments, Competitive Analysis, CRM, Brand Management
Education
Duke University - The Fuqua School of Business 1999 — 2001
MBA, Maketing & Strategy
Harvard Business School 2005 — 2005
Certificate in Marketing Strategy
Adelphi University
BS, Management & Communications
Chaminade High School
High School
Tiffany Wolff Tiffany Wolff's Steben & Company, Inc. Experience January 2009 - November 2009
Job Analyst
Industry Consumer Goods
Experience
COMAG September 2012 - Present
COMAG December 2010 - September 2012
Steben & Company, Inc. January 2009 - November 2009
Clear Channel Communications May 2005 - August 2006
Skills
Data Analysis, Microsoft Excel, Social Media, Microsoft Office, Marketing, PowerPoint, Teamwork, Writing, Access, Microsoft Word, Spectra, Business Objects, Analysis
Education
Kennesaw State University 2009 — 2010
MBA, Management
Clemson University 2004 — 2007
BA, Communication Studies
COMAG September 2012 - Present
COMAG December 2010 - September 2012
Steben & Company, Inc. January 2009 - November 2009
Clear Channel Communications May 2005 - August 2006
Skills
Data Analysis, Microsoft Excel, Social Media, Microsoft Office, Marketing, PowerPoint, Teamwork, Writing, Access, Microsoft Word, Spectra, Business Objects, Analysis
Education
Kennesaw State University 2009 — 2010
MBA, Management
Clemson University 2004 — 2007
BA, Communication Studies
Alyssa Strand Alyssa Strand's Steben & Company, Inc. Experience January 2011 - January 2013
Job Administrative Assistant, Public Sector at Splunk
Industry Computer Software
Experience
Splunk January 2013 - Present
The Amazing Art Studio February 2004 - Present
Steben & Company, Inc. January 2011 - January 2013
Skills
Microsoft Office, SharePoint, Customer Service, Microsoft Excel, PowerPoint, Project Management, Social Networking, Leadership, Social Media, Marketing, Microsoft Word, Facebook, Team Leadership, Management, Cloud Computing
Education
Wor-Wic Community College 2009 — 2010
Associate's degree, Office Technology
Shepherd University 2006 — 2008
n/a, Photography
Splunk January 2013 - Present
The Amazing Art Studio February 2004 - Present
Steben & Company, Inc. January 2011 - January 2013
Skills
Microsoft Office, SharePoint, Customer Service, Microsoft Excel, PowerPoint, Project Management, Social Networking, Leadership, Social Media, Marketing, Microsoft Word, Facebook, Team Leadership, Management, Cloud Computing
Education
Wor-Wic Community College 2009 — 2010
Associate's degree, Office Technology
Shepherd University 2006 — 2008
n/a, Photography
William Dzugan's Steben & Company, Inc. Experience September 2013 - Present
Job Regional Account Executive at Steben & Company, Inc.
Industry Financial Services
Experience
Steben & Company, Inc. September 2013 - Present
Bloomberg LP May 2013 - September 2013
Merrill Edge August 2012 - May 2013
Skills
PowerPoint, Microsoft Excel, Event Management, Social Media, Asset Allocation, Portfolio Management, Investment Strategies, Financial Analysis, Series 7, Analysis, Program Management, Financial Services, Finance, Financial Modeling
Education
Elon University - Martha and Spencer Love School of Business 2008 — 2012
Bachelor of Science Business Administration, Finance
Steben & Company, Inc. September 2013 - Present
Bloomberg LP May 2013 - September 2013
Merrill Edge August 2012 - May 2013
Skills
PowerPoint, Microsoft Excel, Event Management, Social Media, Asset Allocation, Portfolio Management, Investment Strategies, Financial Analysis, Series 7, Analysis, Program Management, Financial Services, Finance, Financial Modeling
Education
Elon University - Martha and Spencer Love School of Business 2008 — 2012
Bachelor of Science Business Administration, Finance
Christina Berke's Steben & Company, Inc. Experience July 2013 - November 2013
Job Communications Professional
Industry Marketing and Advertising
Experience
Direct Selling Association May 2014 - September 2014
Steben & Company, Inc. July 2013 - November 2013
Daly Computers December 2012 - March 2013
Dan Ryan Builders March 2012 - November 2012
Skills
Facebook, Blogging, Press Releases, Social Media, Editing, Photoshop, Social Media Marketing, Advertising, Public Relations
Education
Salisbury University 2008 — 2012
Bachelor of Arts (B.A.), Communication and Media Studies
Direct Selling Association May 2014 - September 2014
Steben & Company, Inc. July 2013 - November 2013
Daly Computers December 2012 - March 2013
Dan Ryan Builders March 2012 - November 2012
Skills
Facebook, Blogging, Press Releases, Social Media, Editing, Photoshop, Social Media Marketing, Advertising, Public Relations
Education
Salisbury University 2008 — 2012
Bachelor of Arts (B.A.), Communication and Media Studies
Kyle Bangert Kyle Bangert's Steben & Company, Inc. Experience February 2015 - Present
Job Regional Account Executive at Steben & Company, Inc.
Industry Financial Services
Experience
Steben & Company, Inc. February 2015 - Present
RS Investments July 2013 - February 2015
Phillips and Jordan, Inc May 2011 - August 2011
WinSoft International July 2010 - February 2011
Miresco Investment Services October 2008 - January 2009
Education
University of Alabama
Bachelor of Communication & Information Sciences, Advertising. Psychology. Computer Science & Technology
Steben & Company, Inc. February 2015 - Present
RS Investments July 2013 - February 2015
Phillips and Jordan, Inc May 2011 - August 2011
WinSoft International July 2010 - February 2011
Miresco Investment Services October 2008 - January 2009
Education
University of Alabama
Bachelor of Communication & Information Sciences, Advertising. Psychology. Computer Science & Technology
Donna M. Davis Donna M. Davis's Steben & Company, Inc. Experience November 2013 - Present
Job Administrative Assistant III at Capital One Commercial & Speciality Finance
Industry Financial Services
Experience
Capital One Commercial & Speciality Finance May 2015 - Present
Steben & Company, Inc. November 2013 - Present
SNI Companies April 2013 - October 2013
SNI Companies March 2012 - April 2013
Creative Access, Inc. September 2011 - February 2012
SNI Companies 2012 - 2012
Productions Plus Inc. September 2009 - March 2011
Automotive Product Specialist September 2007 - May 2009
Skills
Microsoft Office, PowerPoint, Outlook, Excel, Scheduling, Business Relationship..., Maintaining Business..., Public Speaking, SendBlaster, Microsoft Excel, Leadership, Event Management, Management, Relationship Marketing, Process Scheduler, Administrative..., Training, System Administration, Marketing, Data Entry, Sales, Customer Service, Time Management, Payroll, Recruiting, Onboarding, Temporary Placement, BullHorn, Qualifying Candidates, Temporary Staffing, Budgets, Interviews, Staffing Services, Hiring, Human Resources, Resume Writing, Internet Recruiting, Applicant Tracking..., Cold Calling, Contract Recruitment, Screening Resumes, Technical Recruiting, College Recruiting, Administrative..., Event Planning, Organization Skills
Education
The Academy of Court Reporting
Court Reporting/Court Reporter
Eastern Michigan University
Bachelor's Degree, Business Administration
Capital One Commercial & Speciality Finance May 2015 - Present
Steben & Company, Inc. November 2013 - Present
SNI Companies April 2013 - October 2013
SNI Companies March 2012 - April 2013
Creative Access, Inc. September 2011 - February 2012
SNI Companies 2012 - 2012
Productions Plus Inc. September 2009 - March 2011
Automotive Product Specialist September 2007 - May 2009
Skills
Microsoft Office, PowerPoint, Outlook, Excel, Scheduling, Business Relationship..., Maintaining Business..., Public Speaking, SendBlaster, Microsoft Excel, Leadership, Event Management, Management, Relationship Marketing, Process Scheduler, Administrative..., Training, System Administration, Marketing, Data Entry, Sales, Customer Service, Time Management, Payroll, Recruiting, Onboarding, Temporary Placement, BullHorn, Qualifying Candidates, Temporary Staffing, Budgets, Interviews, Staffing Services, Hiring, Human Resources, Resume Writing, Internet Recruiting, Applicant Tracking..., Cold Calling, Contract Recruitment, Screening Resumes, Technical Recruiting, College Recruiting, Administrative..., Event Planning, Organization Skills
Education
The Academy of Court Reporting
Court Reporting/Court Reporter
Eastern Michigan University
Bachelor's Degree, Business Administration
Kevin Brandel's Steben & Company, Inc. Experience June 2015 - Present
Job Regional Account Executive at Steben & Company
Industry Financial Services
Experience
Steben & Company, Inc. June 2015 - Present
MetLife August 2013 - June 2015
Advisors Asset Management, Inc. May 2012 - August 2012
Skills
Microsoft Office 2007, SPIN Selling, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Leadership, Public Speaking, Event Planning, Time Management, Social Media, Social Media Marketing, Strategic Planning, Research, iMovie, HTML, Matlab
Education
University of Kentucky 2009 — 2013
Bachelor's degree, Finance and Marketing
Commack High School 2005 — 2009
Steben & Company, Inc. June 2015 - Present
MetLife August 2013 - June 2015
Advisors Asset Management, Inc. May 2012 - August 2012
Skills
Microsoft Office 2007, SPIN Selling, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Leadership, Public Speaking, Event Planning, Time Management, Social Media, Social Media Marketing, Strategic Planning, Research, iMovie, HTML, Matlab
Education
University of Kentucky 2009 — 2013
Bachelor's degree, Finance and Marketing
Commack High School 2005 — 2009
Neil Menard Neil Menard's Steben & Company, Inc. Experience June 2006 - April 2014
Job SVP, National Sales Manager RIA at Franklin Square Capital Partners
Industry Financial Services
Experience
Franklin Square Capital Partners April 2014 - Present
Steben & Company, Inc. June 2006 - April 2014
SEI Investments 1997 - 2004
MetLife 1990 - 1993
Skills
Alternative Investments, Asset Allocation, Series 7, Mutual Funds, Asset Management, Investment Strategies, Wealth Management, Equities, Financial Markets, Hedge Funds, Securities, Relationship Management, Portfolio Management, Investment Advisory, Series 63, Financial Analysis, Series 24, Capital Markets, Investment Management, Financial Services, ETFs, Financial Advisory, FINRA, Investments, Series 65, Separately Managed..., Retirement
Education
Colby College 1985 — 1989
Lawrence Academy
Franklin Square Capital Partners April 2014 - Present
Steben & Company, Inc. June 2006 - April 2014
SEI Investments 1997 - 2004
MetLife 1990 - 1993
Skills
Alternative Investments, Asset Allocation, Series 7, Mutual Funds, Asset Management, Investment Strategies, Wealth Management, Equities, Financial Markets, Hedge Funds, Securities, Relationship Management, Portfolio Management, Investment Advisory, Series 63, Financial Analysis, Series 24, Capital Markets, Investment Management, Financial Services, ETFs, Financial Advisory, FINRA, Investments, Series 65, Separately Managed..., Retirement
Education
Colby College 1985 — 1989
Lawrence Academy
Sara Ginolfi's Steben & Company, Inc. Experience September 2010 - January 2011
Job Physical Therapist Assistant Student at Montgomery College
Industry Online Media
Experience
MedStar Health February 2013 - Present
Bisnow September 2011 - February 2013
Bishop Ireton HS July 2011 - August 2012
Walter Johnson Crew September 2009 - May 2011
Steben & Company, Inc. September 2010 - January 2011
Skills
Social Media, Social Networking, Facebook, Twitter, Editing, Creative Writing, Blogger, Organization, Social Skills, Deadline Oriented, Copy Editing, AP Style
Education
University of Maryland College Park 2006 — 2010
BA, Communication
MedStar Health February 2013 - Present
Bisnow September 2011 - February 2013
Bishop Ireton HS July 2011 - August 2012
Walter Johnson Crew September 2009 - May 2011
Steben & Company, Inc. September 2010 - January 2011
Skills
Social Media, Social Networking, Facebook, Twitter, Editing, Creative Writing, Blogger, Organization, Social Skills, Deadline Oriented, Copy Editing, AP Style
Education
University of Maryland College Park 2006 — 2010
BA, Communication
Mike Pierorazio Mike Pierorazio's Steben & Company, Inc. Experience May 2013 - Present
Job Regional Account Executive at Steben & Company, Inc.
Industry Financial Services
Experience
Steben & Company, Inc. May 2013 - Present
Merrill Lynch August 2012 - May 2013
R 3 Technologies Inc May 2011 - September 2011
Kappa Sigma Fraternity January 2010 - January 2011
Skills
Microsoft Excel, Asset Allocation, Investment Strategies, Microsoft Office, Series 7, QuickBooks, Access, Uniform Combined State..., Series 66, Customer Service, ThomsonOne, series 3, Microsoft CRM, Alternative Investments, Investments, Social Media, Sales
Education
Elon University - Martha and Spencer Love School of Business 2008 — 2012
Bachelors of Science, Finance
St. Paul's School for Boys
Diploma
Steben & Company, Inc. May 2013 - Present
Merrill Lynch August 2012 - May 2013
R 3 Technologies Inc May 2011 - September 2011
Kappa Sigma Fraternity January 2010 - January 2011
Skills
Microsoft Excel, Asset Allocation, Investment Strategies, Microsoft Office, Series 7, QuickBooks, Access, Uniform Combined State..., Series 66, Customer Service, ThomsonOne, series 3, Microsoft CRM, Alternative Investments, Investments, Social Media, Sales
Education
Elon University - Martha and Spencer Love School of Business 2008 — 2012
Bachelors of Science, Finance
St. Paul's School for Boys
Diploma
Alex Hogge's Steben & Company, Inc. Experience May 2015 - Present
Job Portfolio Manager at The Madison Investment Fund
Industry Financial Services
Experience
Steben & Company, Inc. May 2015 - Present
Madison Investment Fund April 2015 - Present
Vinder LLC April 2014 - May 2015
The Madison Investment Fund February 2015 - April 2015
The Madison Investment Fund November 2014 - February 2015
Morgan Stanley May 2014 - June 2014
Skills
Business Development, Entrepreneurship, Management, Strategic Planning, Strategy, Value Investing, Microsoft Office, PowerPoint, Social Networking, Research, Data Analysis, Finance, Microsoft Word, Investments, Time Management, Teamwork, Access
Education
James Madison University - College of Business 2013 — 2017
Bachelor’s Degree, Finance
Paul VI Catholic High School 2009 — 2013
High School
Steben & Company, Inc. May 2015 - Present
Madison Investment Fund April 2015 - Present
Vinder LLC April 2014 - May 2015
The Madison Investment Fund February 2015 - April 2015
The Madison Investment Fund November 2014 - February 2015
Morgan Stanley May 2014 - June 2014
Skills
Business Development, Entrepreneurship, Management, Strategic Planning, Strategy, Value Investing, Microsoft Office, PowerPoint, Social Networking, Research, Data Analysis, Finance, Microsoft Word, Investments, Time Management, Teamwork, Access
Education
James Madison University - College of Business 2013 — 2017
Bachelor’s Degree, Finance
Paul VI Catholic High School 2009 — 2013
High School
Robin Melnick, CAIA's Steben & Company, Inc. Experience December 2014 - Present
Job
Industry Financial Services
Experience
Steben & Company, Inc. December 2014 - Present
Skills
Managed Futures, Bloomberg, Alternative Investments, Securities, Hedge Funds, Equities, Financial Markets, Bloomberg Terminal, Asset Management, Fixed Income, Bonds, Private Equity
Education
Concordia University 1998 — 2001
Bachelor of Commerce
Steben & Company, Inc. December 2014 - Present
Skills
Managed Futures, Bloomberg, Alternative Investments, Securities, Hedge Funds, Equities, Financial Markets, Bloomberg Terminal, Asset Management, Fixed Income, Bonds, Private Equity
Education
Concordia University 1998 — 2001
Bachelor of Commerce
Chris Maxey, CAIA's Steben & Company, Inc. Experience April 2015 - Present
Job Senior Portfolio Manager at Steben & Company, Inc.
Industry Investment Management
Experience
Steben & Company, Inc. April 2015 - Present
Skills
Portfolio Construction, Alternative Investments, Due Diligence, Macroeconomics, Portfolio Management, Portfolio Optimization, Hedge Funds, Fund Of Funds, Mutual Funds, Managed Futures, Event Driven, Fixed Income, High Net Worth..., Economics, Asset Allocation, Global Macro, Asset Management, Investments, Investment Strategies, Bonds, Wealth Management, Financial Markets, Investment Management, Equities, Bloomberg, Series 7
Education
American University 2002 — 2004
Bachelor of Science
Steben & Company, Inc. April 2015 - Present
Skills
Portfolio Construction, Alternative Investments, Due Diligence, Macroeconomics, Portfolio Management, Portfolio Optimization, Hedge Funds, Fund Of Funds, Mutual Funds, Managed Futures, Event Driven, Fixed Income, High Net Worth..., Economics, Asset Allocation, Global Macro, Asset Management, Investments, Investment Strategies, Bonds, Wealth Management, Financial Markets, Investment Management, Equities, Bloomberg, Series 7
Education
American University 2002 — 2004
Bachelor of Science
Ahmed Hassanein, CPA's Steben & Company, Inc. Experience 2007 - 2009
Job Chief Accounting Officer at Cetera Financial Group
Industry Financial Services
Experience
Cetera Financial Group 2011 - Present
Library of Congress Federal Credit Union 2010 - 2011
Steben & Company, Inc. 2007 - 2009
FBR Capital Markets 1997 - 2007
Deloitte 1994 - 1997
Skills
Asset Managment, Hedge Funds, Auditing, Finance, Financial Analysis, Investments, Equities, Financial Modeling, Alternative Investments, Securities, Mutual Funds, Due Diligence, Capital Markets, Portfolio Management, Private Equity, Strategic Financial..., Financial Services, Corporate Finance, Financial Reporting, Mergers & Acquisitions, Fixed Income, Wealth Management, Accounting, Asset Allocation, Asset Management, Cash Management, Internal Controls, Investment Strategies, Mergers, Risk Management, Series 7, Valuation
Education
University of Maryland College Park 1990 — 1994
B.S., Accounting
Marymount University 1998 — 2000
MBA, Finance
Cetera Financial Group 2011 - Present
Library of Congress Federal Credit Union 2010 - 2011
Steben & Company, Inc. 2007 - 2009
FBR Capital Markets 1997 - 2007
Deloitte 1994 - 1997
Skills
Asset Managment, Hedge Funds, Auditing, Finance, Financial Analysis, Investments, Equities, Financial Modeling, Alternative Investments, Securities, Mutual Funds, Due Diligence, Capital Markets, Portfolio Management, Private Equity, Strategic Financial..., Financial Services, Corporate Finance, Financial Reporting, Mergers & Acquisitions, Fixed Income, Wealth Management, Accounting, Asset Allocation, Asset Management, Cash Management, Internal Controls, Investment Strategies, Mergers, Risk Management, Series 7, Valuation
Education
University of Maryland College Park 1990 — 1994
B.S., Accounting
Marymount University 1998 — 2000
MBA, Finance
Neil E. Kays's Steben & Company, Inc. Experience January 2007 - January 2008
Job Chief Marketing Officer, Arrow Investment Advisors
Industry Financial Services
Experience
Arrow Investment Advisors February 2008 - Present
Steben & Company, Inc. January 2007 - January 2008
Rydex Investments September 2005 - December 2006
Legg Mason January 2005 - September 2005
Allianz June 2002 - January 2005
T. Rowe Price September 1992 - March 1999
Skills
Mutual Funds, Alternative Investments, Series 7, Investments, Investment Strategies, ETFs, Marketing Strategy, Marketing Communications, Asset Allocation, Investment Advisory, Financial Analysis, Valuation, Product Marketing, Securities, Investment Management, Asset Management
Education
Towson University 1987 — 1992
Bachelor of Science, Mass Communication
Arrow Investment Advisors February 2008 - Present
Steben & Company, Inc. January 2007 - January 2008
Rydex Investments September 2005 - December 2006
Legg Mason January 2005 - September 2005
Allianz June 2002 - January 2005
T. Rowe Price September 1992 - March 1999
Skills
Mutual Funds, Alternative Investments, Series 7, Investments, Investment Strategies, ETFs, Marketing Strategy, Marketing Communications, Asset Allocation, Investment Advisory, Financial Analysis, Valuation, Product Marketing, Securities, Investment Management, Asset Management
Education
Towson University 1987 — 1992
Bachelor of Science, Mass Communication
Anton Bouzykanov's Steben & Company, Inc. Experience November 2013 - Present
Job Manager, Information Technology at Steben & Company, Inc.
Industry Computer Networking
Experience
Steben & Company, Inc. November 2013 - Present
AINS, Inc. January 2012 - November 2013
KAI Research, Inc September 2008 - January 2012
Guru February 2008 - September 2008
Bridge Laboratories 2007 - 2008
Gene Logic February 2004 - December 2006
Skills
A+ Certified, MCP, VCP, Security+, Network +, LPIC, CCENT, CompTIA, VMware, Microsoft Certified..., Active DoD Secret..., SharePoint, Perl, SQL, Cisco Technologies, Network Security, Windows Server, Networking, Technical Support, Firewalls, Network Administration, Virtualization, Active Directory, Program Management, Information Technology
Education
University of Maryland University College
Steben & Company, Inc. November 2013 - Present
AINS, Inc. January 2012 - November 2013
KAI Research, Inc September 2008 - January 2012
Guru February 2008 - September 2008
Bridge Laboratories 2007 - 2008
Gene Logic February 2004 - December 2006
Skills
A+ Certified, MCP, VCP, Security+, Network +, LPIC, CCENT, CompTIA, VMware, Microsoft Certified..., Active DoD Secret..., SharePoint, Perl, SQL, Cisco Technologies, Network Security, Windows Server, Networking, Technical Support, Firewalls, Network Administration, Virtualization, Active Directory, Program Management, Information Technology
Education
University of Maryland University College
Francine Rosenberger's Steben & Company, Inc. Experience January 2013 - Present
Job General Counsel at Steben & Company, Inc.
Industry Financial Services
Experience
Steben & Company, Inc. January 2013 - Present
K&L Gates 1995 - January 2013
Skills
ETFs, Mutual Funds, Hedge Funds, Investment Advisory, Asset Management, Asset Managment, Securities, SEC, Broker-Dealer, Securities Regulation, Investment Advisers Act, Corporate Governance, Investments, Alternative Investments, Private Equity, FINRA, Due Diligence
Education
The Catholic University of America, Columbus School of Law 1991 — 1995
JD, Law, magna cum laude, Order of the Coif
Juniata College 1985 — 1989
BA, Business, International Relations
Steben & Company, Inc. January 2013 - Present
K&L Gates 1995 - January 2013
Skills
ETFs, Mutual Funds, Hedge Funds, Investment Advisory, Asset Management, Asset Managment, Securities, SEC, Broker-Dealer, Securities Regulation, Investment Advisers Act, Corporate Governance, Investments, Alternative Investments, Private Equity, FINRA, Due Diligence
Education
The Catholic University of America, Columbus School of Law 1991 — 1995
JD, Law, magna cum laude, Order of the Coif
Juniata College 1985 — 1989
BA, Business, International Relations
Linda Giang's Steben & Company, Inc. Experience August 2010 - Present
Job IT Programmer at Steben & Company, Inc.
Industry Internet
Experience
Steben & Company, Inc. August 2010 - Present
DOE 2012 - 2015
DOE 2012 - 2015
DOE 2012 - 2015
NetAmerica March 2010 - August 2010
SAIC January 2002 - January 2010
Intel 1999 - 2002
Skills
Apache, Databases, JavaScript, Microsoft Office, MySQL, PHP, SQL, SharePoint, Web Applications, Windows Server
Education
University of Maryland College Park 1993 — 1998
BS, Information System
Steben & Company, Inc. August 2010 - Present
DOE 2012 - 2015
DOE 2012 - 2015
DOE 2012 - 2015
NetAmerica March 2010 - August 2010
SAIC January 2002 - January 2010
Intel 1999 - 2002
Skills
Apache, Databases, JavaScript, Microsoft Office, MySQL, PHP, SQL, SharePoint, Web Applications, Windows Server
Education
University of Maryland College Park 1993 — 1998
BS, Information System
S. Brandon Sweeney's Steben & Company, Inc. Experience March 2015 - Present
Job Director, Fund Operations at Steben & Company, Inc.
Industry Financial Services
Experience
Steben & Company, Inc. March 2015 - Present
EJF Capital March 2008 - March 2015
Master Print, Inc. July 2007 - March 2008
Skills
Accounting, Financial Analysis, Financial Reporting, Microsoft Excel, Financial Statements, Portfolio Management, Hedge Funds, Equities, Stata, Macros, VBA, Technology, Bloomberg Terminal, Bloomberg, OpenStaars
Education
The Johns Hopkins University 2010 — 2012
MA, Applied Economics
James Madison University 2003 — 2007
BBA, Economics, Finance
Steben & Company, Inc. March 2015 - Present
EJF Capital March 2008 - March 2015
Master Print, Inc. July 2007 - March 2008
Skills
Accounting, Financial Analysis, Financial Reporting, Microsoft Excel, Financial Statements, Portfolio Management, Hedge Funds, Equities, Stata, Macros, VBA, Technology, Bloomberg Terminal, Bloomberg, OpenStaars
Education
The Johns Hopkins University 2010 — 2012
MA, Applied Economics
James Madison University 2003 — 2007
BBA, Economics, Finance
Genevieve Casares's Steben & Company, Inc. Experience May 2014 - Present
Job Manager, Research Analytics at Steben & Company, Inc.
Industry Investment Management
Experience
Steben & Company, Inc. May 2014 - Present
Steben & Company, Inc. March 2011 - April 2014
Steben & Company, Inc. July 2009 - March 2011
KPMG Audit September 2005 - July 2009
Skills
Financial Analysis, Financial Reporting
Education
University of Maryland - Robert H. Smith School of Business 2003 — 2005
Bachlor of Science, Accounting
Steben & Company, Inc. May 2014 - Present
Steben & Company, Inc. March 2011 - April 2014
Steben & Company, Inc. July 2009 - March 2011
KPMG Audit September 2005 - July 2009
Skills
Financial Analysis, Financial Reporting
Education
University of Maryland - Robert H. Smith School of Business 2003 — 2005
Bachlor of Science, Accounting
Arben Hoti's Steben & Company, Inc. Experience November 2013 - Present
Job Legal and Compliance Analyst at Steben & Company, Inc.
Industry Law Practice
Experience
Steben & Company, Inc. November 2013 - Present
Cleary Gottlieb Steen & Hamilton LLP January 2013 - October 2013
K&L Gates January 2008 - January 2013
Wolpoff & Abramson October 2005 - December 2007
Ministry of European Integration August 2003 - April 2005
Skills
Hedge Funds, Investments, Fund Of Funds, Investment Management, ETFs, Legal Research, International Law, European Law, Policy Analysis, Public Policy, Government, International Relations, Research, French, Legal Writing
Education
College of Europe in Natolin 1998 — 1999
Master of Arts, European Studies, European Union Law
Universiteti i Tiranës 1993 — 1997
JD
Steben & Company, Inc. November 2013 - Present
Cleary Gottlieb Steen & Hamilton LLP January 2013 - October 2013
K&L Gates January 2008 - January 2013
Wolpoff & Abramson October 2005 - December 2007
Ministry of European Integration August 2003 - April 2005
Skills
Hedge Funds, Investments, Fund Of Funds, Investment Management, ETFs, Legal Research, International Law, European Law, Policy Analysis, Public Policy, Government, International Relations, Research, French, Legal Writing
Education
College of Europe in Natolin 1998 — 1999
Master of Arts, European Studies, European Union Law
Universiteti i Tiranës 1993 — 1997
JD
Kevin Lutz's Steben & Company, Inc. Experience January 2005 - January 2007
Job Financial Advisor at Horan Capital Management
Industry Financial Services
Experience
Horan Capital Management January 2013 - Present
Pacific Life 2008 - 2012
The Hartford 2007 - 2008
Steben & Company, Inc. January 2005 - January 2007
GRW CAPITAL January 2003 - January 2005
Goldman Sachs 2000 - 2002
Bear Stearns & Co. 1996 - 2000
Skills
Series 6, Series 63, Fixed Annuities, Mutual Funds, Series 7, Insurance, Marketing, Series 65, Life Insurance, Relationship Management, Retirement, 401k, Strategic Financial...
Education
Loyola University Maryland 1991 — 1996
Bachelor of Arts, Communications/Public Relations
Boys' Latin School of Maryland 1987 — 1991
Horan Capital Management January 2013 - Present
Pacific Life 2008 - 2012
The Hartford 2007 - 2008
Steben & Company, Inc. January 2005 - January 2007
GRW CAPITAL January 2003 - January 2005
Goldman Sachs 2000 - 2002
Bear Stearns & Co. 1996 - 2000
Skills
Series 6, Series 63, Fixed Annuities, Mutual Funds, Series 7, Insurance, Marketing, Series 65, Life Insurance, Relationship Management, Retirement, 401k, Strategic Financial...
Education
Loyola University Maryland 1991 — 1996
Bachelor of Arts, Communications/Public Relations
Boys' Latin School of Maryland 1987 — 1991