Toroso Investments

Description

Address: 623 5th Ave Suite 15, New York, NY 10019 Phone: (646) 545-2195Website: : : Hours: : : : Category: : Place name: Website: http://www.torosoinv.com/ Category: Investment service Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Toroso Investments, Llc Posting publicly on the Web Write a review Reviews Be the first to review

Toroso Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Toroso Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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Toroso Investments Employees

Employee
Years
Job
Industry
Daniel Cheruiyot Daniel Cheruiyot Greater Chicago Area Details
Daniel Cheruiyot's Toroso Investments Experience April 2014 - June 2014
Job Investment Consultant at Danamax Investments Limited
Industry Financial Services
Experience
Danamax Investments Limited   August 2015 - Present
Northwestern University  September 2011 - May 2015
Techweek  September 2014 - November 2014
The Yellow Tractor Project  June 2014 - September 2014
Toroso Investments   April 2014 - June 2014
Northwestern University  September 2011 - September 2013
Flint East Africa Ltd   December 2009 - January 2010

Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Public Speaking, English, Accounting, HTML, Leadership, Time Management, Windows, Team Leadership, Bloomberg, CSS

Education
Northwestern University   2011 — 2015
Bachelor's Degree, Economics

Alliance High School   2006 — 2009
Diploma

William Prager William Prager Evanston, Illinois Details
William Prager's Toroso Investments Experience September 2013 - December 2013
Job Implementation Services at Epic
Industry Information Technology and Services
Experience
Epic  September 2014 - Present
Toroso Investments   September 2013 - December 2013
Northwestern University  June 2013 - July 2013
Visionary Real Estate   June 2012 - August 2012

Skills
Microsoft Excel, Microsoft Office, PowerPoint, Economics, Microsoft Word, Research, Customer Service, Financial Analysis, Data Analysis, Stata, Statistics

Education
Northwestern University   2010 — 2014
Bachelor of Arts (BA), Economics, Statistics

Craig da Silva Craig da Silva Lake Forest, Illinois Details
Craig da Silva's Toroso Investments Experience May 2015 - Present
Job Wealth Management Intern at Toroso Investments
Industry Financial Services
Experience
Toroso Investments   May 2015 - Present
Cancer Treatment Centers of America  January 2015 - April 2015
Cancer Treatment Centers of America®  May 2014 - July 2014
Fortune Hotel JP Cosmos Bangalore   June 2010 - June 2010

Skills
Microsoft Word, Microsoft Office, Microsoft Excel, Teamwork, Finance, Time Management, Social Networking, Data Analysis, Organizational..., Accounts Payable

Education
Lake Forest College   2012 — 2016
Bachelor of Arts (B.A.), Finance & Psychology

Indus International School   2010 — 2012
International Baccalaureate Diploma

John Lowrey John Lowrey Providence, Rhode Island Area Details
John Lowrey's Toroso Investments Experience February 2014 - Present
Job Investment Advisor, Toroso Investments
Industry Financial Services
Experience
Toroso Investments   February 2014 - Present
A Better 401k Plan, Inc.   2006 - March 2014
Toroso Investments   2014 - 2014
BenefitStreet  2005 - 2006
Fidelity Investments  1998 - 2005
ADP  1994 - 1998

Skills
401k, Finance, Financial Planners, Financial Services, Investment Advisory, Investments, Mutual Funds, Relationship Management, Retirement, Retirement Planning, Sales, Securities, Wealth Management, Asset Allocation, Portfolio Management

Education
Assumption College   1990 — 1994
B.A., Business Management

Blessed Sacrament

LaSalle Academy

Garrett Brown Garrett Brown Greater Chicago Area Details
Garrett Brown's Toroso Investments Experience October 2014 - February 2015
Job ACCEL Program Associate at PNC Financial Services
Industry Banking
Experience
PNC  June 2015 - Present
Cole Haan  April 2012 - Present
UBS Wealth Management  February 2015 - May 2015
Toroso Investments   October 2014 - February 2015
PNC  June 2014 - August 2014
Leaders 1354   May 2009 - August 2009

Skills
Sales, Retail, Entrepreneurship, Customer Service, PowerPoint, Microsoft Office, Microsoft Word, Banking, Work Very Well with..., Facebook, Learning Quickly, Telephone Skills, Microsoft Excel, Merchandising, Leadership, Time Management, Public Speaking, Bloomberg Terminal, Lotus Notes, Social Networking, Event Planning

Education
Roosevelt University   2010 — 2015
Bachelor of Arts (B.A.), Biology. Minor: Philosophy

Larry A. Medin Larry A. Medin New York, New York Details
Larry A. Medin's Toroso Investments Experience August 2012 - Present
Job CoFounder and Chairman of the Board at Toroso Investments, LLC
Industry Financial Services
Experience
Toroso Investments   August 2012 - Present
LAM Assoc., Inc   1999 - Present
Avatar Associates  2006 - 2011
Bank of America  1996 - 1999
Fortis Financial Group  1994 - 1997
MetLife State Street   1987 - 1992

Skills
Investment Management, Investment Advisory, Equities, IRAs, Pensions, Securities, Wealth Management, Fixed Annuities, Financial Advisory, Strategic Financial..., Estate Planning, FINRA, Financial Planners, Wealth Management..., Defined Benefit, Financial Services, Wealth, Separately Managed..., Series 63, Fixed Income, Asset Management

Education
University of Minnesota-Twin Cities

Jennifer (Juan) Chen, CFE Jennifer (Juan) Chen, CFE Chicago, Illinois Details
Jennifer (Juan) Chen, CFE's Toroso Investments Experience April 2015 - May 2015
Job Accounting Professional | MBA | PMP
Industry Accounting
Experience
Roosevelt University  September 2014 - Present
Toroso Investments   April 2015 - May 2015
Dennemeyer (Beijing) Intellectual Property Agency Ltd.   January 2014 - June 2014
Dennemeyer & Co.   August 2013 - December 2013
UIC  January 2012 - January 2013
Oldenburger Interior Products(Shanghai)Co.,Ltd.   March 2009 - December 2011
Oldenburger Interior Products(Shanghai)Co.,Ltd.   October 2008 - February 2009
Oldenburger Interior Products(Shanghai) Co.,Ltd.   February 2006 - September 2008

Skills
PMP, Strategic Planning, Project Management, Financial Analysis, Leadership, Accounting, Corporate Finance, Microsoft Excel, Retail, Finance, Business Strategy, Project Planning, Marketing, Sales

Education
Roosevelt University   2014 — 2016
Master's Degree, Accounting and Related Services

University of Illinois at Chicago   2011 — 2012
Master of Business Administration, International and Strategic Management, 3.92

Ocean University of China Qingdao   2002 — 2006
Bachelor of Arts (B.A.), German Language and Literature

Annie Dang Annie Dang Greater Chicago Area Details
Annie Dang's Toroso Investments Experience February 2013 - May 2013
Job Application Specialist at Fieldglass
Industry International Trade and Development
Experience
Fieldglass  February 2014 - Present
Quest Realty Group   July 2013 - January 2014
Toroso Investments   February 2013 - May 2013
The World Trade Council  September 2012 - December 2012
China Dr Solutions   January 2012 - May 2012
Visual Communication, Lake Forest College   June 2011 - December 2011
Math and Computer Science Dept, Lake Forest College   September 2009 - December 2011

Skills
Microsoft Office, Social Media, PowerPoint, Microsoft Excel, Microsoft Word, Outlook, Customer Service, Market Research, Analysis

Education
Lake Forest College   2009 — 2013
Bachelor of Business Administration (B.B.A.)

New Trier High School, Winnetka, IL   2008 — 2009

Peking University

Juan Carlos Avila, AIF® Juan Carlos Avila, AIF® Greater Chicago Area Details
Juan Carlos Avila, AIF®'s Toroso Investments Experience December 2012 - Present
Job Managing Partner at Toroso Investments
Industry Financial Services
Experience
Toroso Investments   December 2012 - Present
Mesirow Financial  September 2009 - December 2012
Merrill Lynch  February 1990 - September 2009

Education
Northwestern University - Kellogg School of Management   2002 — 2007
MBA, Management & Organizations, Management & Strategy, Entrepreneurship

University of Wisconsin-Madison   1985 — 1989
BS, Economics

Roslyn High School   1981 — 1985

Dan Carlson Dan Carlson Greater New York City Area Details
Dan Carlson's Toroso Investments Experience August 2012 - Present
Job Chief Financial Officer at Toroso Investments
Industry Investment Management
Experience
Toroso Investments   August 2012 - Present
Avatar Associates  April 2008 - July 2011
Proctor Investment Managers LLC   October 2003 - April 2008
Delaware Investments  October 1995 - October 2003
Buck Consultants  April 1983 - October 1995
Harris Bank  June 1977 - April 1983

Education
University of Illinois at Urbana-Champaign - College of Business   1973 — 1977
Bachelor of Science (BS), Accounting and Business/Management