The WEFA Group
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The WEFA Group Employees
Maryland University of Integrative Health (formerly Tai Sophia Institute) September 2012 - Present
Circle Yoga Cooperative June 2010 - Present
Microcredit Enterprises September 2013 - August 2014
Calvert Social Investment Foundation, Inc March 2011 - August 2013
Calvert Foundation October 2007 - March 2011
International Finance Corporation May 2001 - May 2006
Edison Capital 1999 - 2001
The WEFA Group December 1994 - August 1996
Skills
Investments, Portfolio Management, Microfinance, Financial Modeling, Impact Investing, Emerging Markets, Asset Management, Private Equity, Financial Analysis, Project Finance, Asset Managment, Valuation, Finance, Credit Risk, Due Diligence, Structured Finance, Economics, Financial Structuring, Corporate Finance
Education
Maryland University of Integrative Health (Tai Sophia Institute) 2012 — 2015
Master of Science (MSc), Nutrition and Integrative Health
University of Maryland - Robert H. Smith School of Business 1997 — 1999
MBA, Finance
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1996 — 1999
MA, International Relations - Latin American Studies
University of Iowa 1990 — 1993
BBA, Finance
Spanish American Institute
Spanish American Institute
Predictive Business Intelligence August 2013 - Present
Forward Fuel Solutions LLC October 2011 - July 2013
E.ON Energy Trading SE January 2008 - September 2010
LG&E Energy Corp. January 1999 - December 2007
LG&E Energy Marketing Inc. March 1996 - December 1998
Merrill Lynch March 1994 - February 1996
Citibank March 1993 - February 1994
ARCO Oil & Gas Company May 1991 - February 1993
The WEFA Group 1986 - 1989
Skills
Energy, Risk Management, Pricing, Trading, Portfolio Management, Executive Management, Energy Trading, Commodity Markets, Natural Gas, Economics, Energy Markets, Financial Modeling, Strategy, Market Analysis, Management, Commodity, Analysis
Education
University of Michigan - Stephen M. Ross School of Business 1989 — 1991
MBA
Rowan University 1982 — 1986
BA, Economics
Girl Scouts of Northeast Texas September 2003 - Present
TiE Dallas February 2012 - October 2014
Plano West Tennis Booster Club June 2012 - June 2014
Tunabear Consulting February 2012 - January 2014
MBNA January 2000 - December 2000
Pfizer July 1992 - December 1999
The WEFA Group December 1989 - August 1990
DRI/McGraw-Hill July 1986 - December 1989
Skills
Strategic Planning, Marketing, Social Media, Event Planning, Non-profits, Leadership, Nonprofits, Coaching, Customer Service, Public Speaking, Strategy, Marketing Strategy, New Business Development, Human Resources, Recruiting, Program Management, Business Development, Sales, Product Development, Analysis, Fundraising, Entrepreneurship, Management, Public Relations, Business Strategy, Strategic Partnerships
Education
MIT Sloan School of Management 1990 — 1992
Master of Business Administration (M.B.A.), Strategy and Marketing
Wesleyan University 1982 — 1986
Bachelor of Arts (B.A.), Computer Science and Psychology
Choate Rosemary Hall 1980 — 1982
Greens Farms Academy 1976 — 1980
Crystal Ball Economics, Inc. June 2003 - Present
National Association of Home Builders May 1993 - June 2003
Wefa Inc./ Wefa Canada Inc. (Global Insight/IHS) January 1990 - May 1993
The WEFA Group September 1989 - January 1990
The WEFA Group May 1988 - September 1989
The WEFA Group February 1987 - May 1988
Chase Econometrics July 1985 - February 1987
University of Tennessee August 1984 - June 1985
Chase Econometrics June 1982 - August 1984
Shippensburg Univeristy August 1978 - June 1982
Skills
Economic Research, Macroeconomics, Econometrics, Economic Modeling, Economic Policy, Econometric Modeling, Forecasting, Analysis, Economics, Management, Monetary Policy, Strategic Planning, Energy Policy, Development Economics, Microeconomics, International Economics, Statistics, Government, Team Building, Contract Negotiation, Budgets, Real Estate Economics, Data Analysis
Education
The Ohio State University 1973 — 1978
Ph. D., Economics
University of Maryland College Park 1968 — 1972
B.S., Economics
Trends Well Corporation September 2013 - Present
Epochalypse LLC September 2006 - Present
Microsoft May 2012 - October 2013
Symantec Corporation October 2000 - July 2006
Oracle December 1998 - October 2000
Warner Bros. January 1994 - November 1998
The WEFA Group October 1990 - December 1994
Mocatta Metals Corp. October 1983 - January 1985
Skills
Business Intelligence, C#, .NET, T-SQL, MDX, Powershell, SSIS, C, ETL, Microsoft SQL Server, Software Engineering, ERP, Testing, Agile Methodologies, SSRS, Analysis Services, Data Warehousing, Data Modeling, Unix, SDLC, Visual Studio, OLAP, Data Analysis, Perl, Distributed Systems, TFS, Databases, Software Development, Quantrix, SAS, Database Design, Scrum, Software Project..., SQL, Enterprise Architecture
Education
Columbia Engineering 1980 — 1983
MS, Solid State Physics
Columbia University in the City of New York 1979 — 1980
MA, Mathematics
McGill University 1976 — 1979
BSc, Mathematics with Honours
The World Bank October 2012 - Present
US Treasury August 1994 - October 2012
The WEFA Group 1985 - 1994
Skills
Payment Systems, Financial System..., Emerging Markets, Economic Development, Financial Stability, Policy Analysis, Financial Inclusion, Financial Consumer..., International Economics, Economic Policy, Macroeconomics, Econometrics, Economics, Economic Research
Education
Cornell University 1977 — 1982
Doctor of Philosophy (PhD), Economics
Carroll College 1973 — 1977
Bachelor's degree, Economics
Brilliant Minds Design LLC 2010 - Present
A. Pass Educational Group October 2011 - December 2014
Apex Learning February 2006 - December 2010
Rowan University September 2002 - June 2005
Temple University September 2002 - June 2005
Burlington County College September 2002 - June 2005
University of Virginia August 1998 - June 2001
The WEFA Group 1988 - 1992
Skills
Instructional Design, E-Learning, Curriculum Design, American History, Social Studies, Distance Learning, Curriculum Development, Teaching, ADDIE, Storyboarding, Microsoft Office, Dreamweaver, HTML, Active Learning, Educational Technology, Instructional Technology, Microsoft Visio, Narrative Drawing
Education
University of Virginia 1993 — 2002
abd, History
University of Virginia 1992 — 2001
MA, History, history
University of Virginia 1992 — 2001
Master of Arts (M.A.), history
University of Virginia 1992 — 1993
MA, History
Amherst College 1983 — 1987
AB, History
Doane Advisory Services 1995 - Present
The WEFA Group 1991 - 1995
Sparks Agribusiness Info. Systems, Inc. 1990 - 1991
Chase Econometrics 1986 - 1990
Data Resources, Inc. 1979 - 1986
Education
Colorado State University
B.S., M.S., Agricultural Economics
Grosvenor August 2012 - September 2015
Prudential Real Estate Investors August 1993 - March 2010
The WEFA Group July 1991 - August 1993
Great American Bank June 1986 - October 1990
Bank of America June 1983 - May 1986
Skills
Economics, Economic Forecasting, Financial Economics, Real Estate Economics, Financial Modeling, Investments, Real Estate, Capital Markets, Financial Analysis, Commercial Real Estate
Education
University of Colorado Boulder 1973 — 1978
Ph.D., Economics
University of Colorado Boulder 1969 — 1971
MS, Aerospace Engineering
Colorado School of Mines 1965 — 1969
PE, Engineering Physics, minor: Geophysics
Fondazione Eni Enrico Mattei July 2014 - Present
Resources for the Future September 1997 - Present
University of Gothenburg January 2012 - December 2014
Council of Economic Advisors September 1994 - August 1995
The WEFA Group June 1990 - July 1991
Skills
Climate Change, Science, Econometrics, Policy Analysis, Economics, Energy Policy, Environmental Policy
Education
University of Michigan 1991 — 1997
Ph.D., Economics
University of Regensburg 1992 — 1992
German
University of Pennsylvania 1986 — 1990
Sciences Po Strasbourg
Philidor Rx Services September 2014 - Present
Infor August 2013 - September 2014
IntePros Consulting March 2010 - August 2013
iPipeline October 2008 - March 2010
Dollar Financial Group February 2007 - October 2008
PFPC November 2005 - February 2007
ACE Group February 2004 - October 2005
Internet Pipeline September 2001 - February 2004
Broadreach Consulting June 1995 - September 2001
The WEFA Group March 1994 - June 1995
Skills
.NET, WCF, WPF, MVVM, C#, PLINQ, Task Parallel Library, ASP.NET MVC, Microsoft SQL Server, SQL CLR, SQL, SQL Clustering, Internationalization, Unicode, Entity Framework, XSD, WSDL, SSRS, Software Development, Databases, XML, Object Oriented Design, Windows Services, Web Service Development, JSON, RESTful WebServices, ANTS Profiler, COM Interop, ClickOnce, ASP, IIS, Ext JS, jQuery, Visual Basic 5.0/6.0, CSS, Aspose, Pdf, PostScript, Integration
Education
Penn State University 1989 — 1993
Bachelor of Science (BS), Geographic Information Science and Cartography
Vanguard May 2012 - Present
Vanguard January 2009 - May 2012
Vanguard August 1998 - January 2009
General Accident Insurance May 1991 - August 1998
The WEFA Group September 1988 - May 1991
Skills
Windows, Servers, Virtualization, SharePoint, Networking, Active Directory, Security, Disaster Recovery, Data Center, SDLC, Visio, IT Management, Enterprise Software, Information Security, ITIL, Enterprise Architecture, Unix
Education
Seton Hall University 1984 — 1988
Bachelor of Science, Economics
The Fitch Group September 1993 - December 2013
The WEFA Group 1989 - 1993
DRI/McGraw-Hill 1985 - 1989
Education
Massachusetts Institute of Technology 1981 — 1985
PHD Program in Economics & Regional Planning
Boston College 1975 — 1979
Bachelor of Arts (BA), Business/Managerial Economics
Merck December 2012 - Present
Physicians Interactive October 2011 - January 2013
TargetRx 2000 - October 2011
TVG 1999 - 2000
PNR and Associates 1998 - 1999
Regional Financial Associates 1995 - 1998
The WEFA Group 1994 - 1995
Skills
Product Launch, Pharmaceutical Industry, Analytics, Competitive Intelligence, Segmentation, Market Research, Statistics, Market Analysis, Product Development, Medical Devices, Management, Strategy, Predictive Analytics, Biotechnology, Lifesciences, Forecasting, Oncology, Cross-functional Team..., Competitive Analysis, Business Development, Healthcare, Leadership, Customer Insight
Education
University of Pennsylvania
MS, Energy Management and Policy
University of Pennsylvania
BA, Philosophy
Marriott International November 1998 - Present
HCR ManorCare 1995 - 1998
Salomon Smith Barney 1994 - 1995
Christie's 1991 - 1992
The WEFA Group 1989 - 1991
American Express Bank 1983 - 1989
Skills
Business Transformation, Leadership, Marketing, Strategy, Hospitality, Budgets, Project Planning, Competitive Analysis, Strategic Partnerships, Strategic Planning, Revenue Analysis, Marketing Strategy, E-commerce, Forecasting
Education
Columbia University - Columbia Business School 1993 — 1994
Master of Business Administration (MBA), Marketing and Finance
Georgetown University 1981 — 1983
MSFS, International Affairs, Cum Laude
Wesleyan University 1977 — 1981
Bachelor of Arts (B.A.), French, Magna Cum Laude
Moody's Analytics March 2002 - Present
JC Penney March 1997 - March 2002
The Wefa Group 1991 - February 1997
Skills
Forecasting, Retail, Economics, Credit, Research, Financial Modeling, Analysis, Data Analysis, Analytics, Statistics, Macroeconomics
Education
University of Pennsylvania 1982 — 1989
Ph. D., Economics
University of Pennsylvania 1982 — 1985
M.A., Economics
Bates College 1978 — 1982
1982, Economics, Mathematics
University of Toronto Mississauga Career Centre February 2009 - Present
University of Toronto 1996 - 2009
University of Toronto, Career Centre July 1989 - June 1996
The WEFA Group June 1985 - June 1989
Skills
Student Development, Student Services, Program Evaluation, Program Development, Career Advising, Job Search, Community Outreach, Career Development, Public Speaking, Resume Writing, Event Planning, Career Management, Career Counseling, Student Affairs, Coaching, Job Search Strategies, Adult Education, Leadership, Higher Education, Conflict Resolution, Student Engagement, Volunteer Management, Academic Advising, Workshop Facilitation, Student Leadership, Grant Writing, Student Recruiting, Job Coaching, Critical Thinking, Career Assessment, Workshop Development, Leadership Development, Admissions, Residence Life, Qualitative Research
Education
University of Toronto - Ontario Institute for Studies in Education 2007 — 2010
Master of Education (M.Ed.)
Adler 2008 — 2008
Queen's University 1980 — 1983
Bachelor's degree
Siemens Healthcare April 2013 - Present
AstraZeneca November 2012 - February 2013
Merck March 2012 - May 2012
sanofi-aventis June 2006 - January 2011
Aventis January 2000 - June 2006
Rhone-Poulenc Rorer July 1996 - January 2000
Penn Mutual July 1995 - July 1996
LRP Publications May 1993 - June 1995
The WEFA Group December 1988 - May 1993
Skills
Microsoft SQL Server, Oracle, Databases, Project Management Tools, Project Status Reporting, Full project lifecycle..., Managing Project Budgets, MS Project, Regulatory Projects, Project Managers, Crystal Reports, Change Management, Infrastructure, Visual Basic, C++, Software Development, Security, Quality Assurance
Education
Villanova University 1986 — 1989
MS, Computer Science
Muhlenberg College 1982 — 1986
BS, Chemisty
Pricemanager September 2009 - Present
Dow Jones Newswires July 1995 - December 2008
International Monetary Fund January 1992 - July 1995
The WEFA Group March 1990 - October 1992
DRI, McGraw-Hill November 1986 - February 1990
Anti-Defamation League 1974 - 1986
Education
New York University 1979 — 1985
MS, Computer Science
Yeshiva University 1964 — 1972
BA, MA, Semicha, Chemistry, Jewish History, Rabbinics
Thomson Reuters, Intellectual Property & Science February 2014 - February 2015
Thomson Reuters, Intellectual Property & Science December 2011 - January 2014
Thomson Reuters, Global Editorial Operations June 2010 - November 2011
Thomson Reuters, Global Editorial Operations November 2001 - June 2010
Thomson Reuters October 1996 - November 2001
The Conference Board January 1992 - July 2000
Institute for Scientific Information June 1995 - October 1996
Telenex Corp November 1994 - June 1995
Institute for Scientific Information July 1991 - November 1994
The WEFA Group June 1989 - July 1991
Skills
Project Management, Quality Assurance, Strategy, Technical Writing, Testing, Requirements Analysis, Operations Management, Program Management, Process Improvement, Agile Methodologies, Software Project..., Business Analysis, Leadership, Strategic Planning, Collaborative Problem..., SDLC, Business Development, Mentoring, Team Building, Process Automation, Six Sigma, Data Curation, Diversity & Inclusion, Business Case..., Presentation Skills, Global Management, Staff Development, Facilitation, Critical Thinking, Business Process Mapping, Stakeholder Engagement, Constructive Feedback, Content Management, Consulting, Operational Efficiency, Organizational Design, Executive Leadership, Change Management, Management, CRM, Software Development, Analysis, Integration
Education
The College of New Jersey 1982 — 1986
Bachelor of Arts (BA), English Language and Literature, General