TAG Associates
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TAG Associates Employees
TAG Associates March 2015 - Present
Asset Alliance / Hedge Harbor September 2006 - March 2015
Deutsche Bank Securities Inc June 2002 - September 2006
KPMG LLP June 2001 - June 2002
Education
Hartwick College
BCM Energy Partners January 2013 - Present
TAG Associates June 2012 - December 2012
Baruch College Student Academic Consulting Center October 2011 - December 2012
Mon Cheri Yogurt Bar June 2011 - December 2011
Skills
Corporate Finance, Financial Modeling, Valuation, Financial Analysis, Analysis, Data Analysis, Risk Assessment, Research, Budgets, Management, Finance, Due Diligence, Investments, Bloomberg Terminal, Team Leadership, Leadership, Public Speaking, Teamwork, Microsoft Office, Microsoft Excel, Excel, Microsoft Word, PowerPoint, Access, Photoshop, Bahasa Indonesia, Chinese, Event Planning, Project Planning, Social Media, Social Media Marketing
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2013
Finance and Investment, Finance, Accounting, Economics, Psychology, 3.89
Beijing Language and Cultural University 2008 — 2008
Chinese Language
Golub Capital February 2009 - Present
D.B. Zwirn & Co. February 2006 - February 2009
TAG Associates April 2003 - February 2006
Jemmco Capital November 2001 - February 2003
J.P. Morgan June 2000 - September 2001
Skills
Business Networking, Professional Networking, Memory Management, Hedge Funds, Alternative Credit..., Direct Lending, Pensions, Endowments &..., Family Offices / Multi..., Securitization..., Alternative Investments, Investments, Structured Finance, Credit, Asset Managment, Investor Relations, Capital Markets, Private Equity, Investment Strategies, Investment Banking, Fixed Income, Derivatives, Portfolio Management, Bonds, Risk Management, Investment Management, Bloomberg, Institutional..., Strategy, Funding, Financial Services, Venture Capital, Wealth Management, Due Diligence, Equities, Asset Management
Education
Cornell University 1997 — 2000
Bachelor of Science, Industrial and Labor Relations
BWD Group November 2014 - Present
Weg & Myers August 2013 - November 2014
BWD Group LLC May 2012 - May 2013
Siegel & Coonerty, LLP August 2011 - December 2011
Nassau County District Attorney May 2011 - August 2011
Student Data Vault LLC September 2006 - September 2010
TAG Associates June 2010 - August 2010
Skills
Insurance, Legal Research, Legal Writing, Legal Issues, Trademarks, Corporate Law, Westlaw, Lexis, Copyright Law, Intellectual Property, Criminal Law, Series 7, Series 63, PowerPoint, Microsoft Excel, Insurance Law, Family Law, LexisNexis
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2010 — 2013
Doctor of Law (J.D.)
The George Washington University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
Prudential Financial October 2014 - Present
Prudential Financial January 2011 - October 2014
TAG Associates August 2008 - January 2011
Skills
Financial Reporting, Fund Accounting, Account Reconciliation, Accounting, Bloomberg, General Ledger, Securities, Mutual Funds, Financial Statements, Financial Statement..., Cash Management, Sarbanes-Oxley Act, Morningstar, 401k, Investments, Credit, Accounts Payable, Asset Management, Microsoft Excel, Financial Analysis, Finance
Education
William Paterson University of New Jersey 2008 — 2010
Master of Business Administration (MBA), Accounting
Montclair State University 2004 — 2008
Bachelor of Science (BS), Finance and International Business
Ballard Spahr LLP July 2015 - Present
Ballard Spahr LLP August 2005 - July 2015
Reno & Cavanaugh PLLC September 2004 - August 2005
Cambridge Housing Authority 2000 - 2001
TAG Associates 1998 - 2000
Skills
Affordable Housing, Fair Housing, Real Estate Development, Disposition, Due Diligence
Education
Yale Law School 2001 — 2004
Juris Doctor (J.D.)
Brown University 1994 — 1998
Bachelor's Degree, Urban Studies, magna cum laude
HedgeServ June 2014 - Present
TAG Associates January 2011 - May 2014
Merrill Lynch June 2010 - August 2010
John Hancock Life Insurance Company (U.S.A.) May 2009 - August 2009
Skills
Financial Reporting, Microsoft Office, Portfolio Management, HTML, Microsoft Excel, Investments, Reconciliation, Excel, Adobe Acrobat, Vlookup, Portfolio Performance..., Client Relations Skills, Analysis, Account Reconciliation, SQL, Performance Reporting, performance reporting..., Hedge Funds, AML, KYC, Investor Relations, Due Diligence
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2010
Bachelor Degree, Finance and Investments
Network Global Logistics March 2009 - Present
Breakthrough Management Group August 2008 - October 2008
Fusion Specialties, Inc. May 2007 - August 2008
Fusion Specialties, Inc. June 2004 - May 2007
TAG Associates June 2000 - August 2003
Education
Marymount Manhattan College 1997 — 2000
BS, Accounting
Surrattsville High School 1984 — 1987
HS Diploma, General
Continuum Wealth Advisors, LLC May 2015 - Present
Witt Construction, Inc. October 2011 - May 2015
TAG Associates February 2009 - February 2011
The Ayco Company, L.P., a Goldman Sachs Company February 1999 - January 2006
KPMG 1994 - 1997
Skills
Finance, Financial Analysis, Strategic Planning, Accounting, Management, Financial Planning, Leadership, Risk Management, Microsoft Excel, Asset Management, Budgets, Project Planning, Investments, Sales, Event Planning, Marketing Strategy, Business Strategy, Public Speaking, Forecasting, Due Diligence, Mergers & Acquisitions
Education
Siena College 1992 — 1994
Bachelor of Business Administration (BBA), Accounting
Rensselaer Polytechnic Institute 1990 — 1992
Accounting and Business/Management
Falchion Capital Management January 2015 - Present
TUNED July 2012 - December 2014
BBR Partners August 2005 - January 2010
TAG Associates July 2004 - August 2005
HedgeFund.net July 2001 - July 2004
UConnections.com September 1999 - August 2000
Skills
Hedge Funds, Private Equity, Business Strategy, New Business Development, Business Development, Due Diligence, Strategic Planning, Strategic Partnerships, Marketing Strategy
Education
Wharton Business School 2009 — 2011
Master of Business Administration (M.B.A.)
University of Michigan
Bachelor of Arts (B.A.)
TAG Associates July 2014 - Present
Citadel NY Inc September 2005 - September 2013
Skills
Windows, Microsoft Office, Project Management, QuickBooks, Quotewerks, ConnectWise, Autotask, PowerPoint, Access, IT Operations, Accounts Payable, Accounts Receivable, Collections, Purchasing Processes, Purchasing, Office Management, Management
Education
Stony Brook University 1999 — 2003
Bachelor's degree, Political Science and Government
40 acres investment group 2010 - Present
Next Street Financial July 2010 - October 2013
LISC October 2003 - February 2011
Rhode Island Housing December 1999 - October 2003
TAG Associates 1995 - 1996
Skills
Economic Development
Education
Boston College 1990 — 1994
BA, Political Science
Boathouse January 2011 - Present
Speedbilly January 2011 - December 2013
TomTom February 2010 - February 2011
The Boston Globe June 2007 - February 2010
Gillette July 2001 - January 2007
Procter & Gamble 2006 - 2007
SS&C Technologies Inc. October 1994 - June 1999
Shepro Braun Systems 1994 - 1999
TAG Associates September 1992 - June 1994
Price Waterhouse September 1991 - September 1992
Skills
Customer Insight, Competitive Analysis, Marketing Strategy, Marketing Communications, Consumer Products, Brand Management, Shopper Marketing, Segmentation, Digital Marketing, Integrated Marketing, Cross-functional Team..., Brand Architecture, Brand Equity, Marketing Management, FMCG, Product Marketing, Trade Marketing, Marketing Research, Market Research
Education
Northwestern University - Kellogg School of Management 1999 — 2001
MBA
University of Michigan - Stephen M. Ross School of Business 1987 — 1991
BBA
Highland Park High School
Local Initiatives Support Corporation July 2008 - Present
Somerville Community Corporation September 2004 - July 2008
Allston Brighton Community Development Corp 1999 - 2004
Metropolitan Boston Housing Partnership 1998 - 1999
TAG Associates 1996 - 1998
Education
University of Minnesota-Twin Cities 1993 — 1995
MA, Public Policy
Marquette University 1988 — 1992
BA, Social Work
Insurance Recovery Group January 2010 - Present
Insurance Recovery Legal Associates, LLP (formerly Uehlein & Associates) December 1999 - Present
Insurance Recovery Group June 2008 - January 2010
Insurance Recovery Group August 2003 - June 2008
Insurance Recovery Group July 2002 - August 2003
Insurance Recovery Group October 1999 - July 2002
Uehlein, Cunningham and Machanic May 1998 - December 1999
Insurance Recovery Group May 1998 - October 1999
TAG Associates November 1996 - May 1998
Skills
Financial Analysis, Risk Management, Insurance, Process Improvement, Leadership, Training, Legal, Strategic Planning
Education
Boston University School of Law
J.D.
Assumption College
Bachelor's Degree, English (minor: Finance)
Bank of America December 2013 - Present
Boston Capital January 2010 - September 2013
AIMCO August 2007 - February 2009
CWCapital LLC Asset Management 2005 - 2007
EDFC 2004 - 2005
TAG Associates 1999 - 2002
The Jones Payne Group 1997 - 1999
Skills
Real Estate, Portfolio Management, Disposition, Mergers & Acquisitions, Real Estate Economics, LIHTC, Affordable Housing, Tax Credits, Asset Management, Real Estate Development, Property Management, Real Estate Financing
Education
University of Rhode Island 1995 — 1997
Master of Community Planning and Area Development, Urban Planning
TAG Associates May 2014 - September 2015
WeiserMazars LLP January 2012 - May 2014
Ernst & Young February 1990 - July 2011
Skills
High Net Worth..., Gift Tax, Fiduciary Tax Returns, Personal Financial..., Tax
Education
Marymount Manhattan College 1987 — 1991
Bachelor of Science in Accounting, Accounting
TAG Associates CommodoreSouth Lake Tahoe Yacht ClubJanuary 2015 - Present
Tamarack Resort LLC 2004 - Present
RealScout 2012 - 2013
Skills
Real Estate, Start-ups, Real Estate Development, Investment Properties, Resorts, Entrepreneurship, Management, Marketing Strategy, Social Media Marketing, Marketing, Event Management, Non-profit Board..., Holiday Decor, Negotiation, Contract Negotiation, Budgets
Education
San Jose State University
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services
Omni New York, LLC 2012 - Present
Omni New York, LLC 2007 - 2012
HR&A 2003 - 2007
TAG Associates 1999 - 2001
Skills
Economic Development, Real Estate Development, Affordable Housing, Urban Planning, Real Estate, Nonprofits, Real Estate Economics
Education
Princeton University 2001 — 2003
MPA, Woodrow Wilson School
Tufts University 1993 — 1997
BA, Political Science and Economics
home November 2005 - Present
TAG Associates September 2000 - October 2005
CPI Asscociate April 1997 - September 2000
Education
Baruch College, City University of New York (CUNY) 1995 — 1999
Bachelor, Accounting
Quinn Apparel Inc. April 2011 - Present
Tag Associates October 2007 - March 2011
Union Federal Savings Bank March 1999 - September 2007
Skills
Forecasting, Trend Analysis, Retail, Apparel, Financial Reporting, Income Statement, Fashion, Inventory Management, Accounting, Budgets, Wholesale, P&L, Management, Importing, Banking, Manufacturing
Education
Johnson & Wales University
Bachelor of Science (B.S.), Accounting
TAG Associates 2000 - 2008
KPMG US January 1998 - August 2000
Education
Morgan State University 1993 — 1997
Bachelor of Science (B.S.), Accounting
J.P. Morgan February 2014 - Present
J.P. Morgan April 2011 - January 2014
J.P. Morgan July 2010 - April 2011
J.P. Morgan June 2009 - July 2010
DTCC June 2008 - May 2009
TAG Associates January 2008 - May 2008
Skills
Financial Modeling, Financial Accounting, Financial Analysis, Corporate Finance, Security Clearance, Securities, Business Analysis, Equities, Derivatives, Bloomberg, Microsoft Excel, Management, Trading, Investments, Investment Banking, Fixed Income, Portfolio Management
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2010
Bachelor of Business Administration (BBA), Finance and Investments
CSM International, Inc. November 2008 - Present
Geller & Company March 2006 - August 2008
TAG Associates November 1989 - March 2006
Skills
Accounting
Education
Academy of St. Joseph 1976 — 1980
Suffolk County Community College