Value Line, Inc.
Industry: Company
DescriptionValue Line, Inc. is an independent investment research and financial publishing firm based in New York City, New York, United States, founded in 1931 by Arnold Bernhard. CEO: Howard A. Brecher (Oct 20, 2011–) Headquarters: New York City, NY Founder: Arnold Bernhard Founded: 1931 Subsidiaries: EULAV Asset Management, LLC,
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Value Line, Inc. Employees
Employee
Years
Job
Industry
Erik Antonson Erik Antonson's Value Line, Inc. Experience July 2004 - April 2015
Job Valuation Associate at Empire Valuation Consultants
Industry Research
Experience
Empire Valuation Consultants April 2015 - Present
Value Line, Inc July 2004 - April 2015
Skills
Bloomberg, Microsoft Excel, Microsoft Word, PowerPoint, Equity Research, Financial Statement..., Financial Modeling, Financial Reporting, Financial Analysis, Valuation, Equity Valuation, DCF Valuation, Black-Scholes, Equities, Finance, Financial Markets, Securities, Research, Capital Markets, Market Research, Writing, Management, Hedge Funds, Portfolio Management
Education
NYU Stern School of Business 2012 — 2015
MBA, Finance and Economics
Loyola University Maryland 1999 — 2003
BBA, Finance
Empire Valuation Consultants April 2015 - Present
Value Line, Inc July 2004 - April 2015
Skills
Bloomberg, Microsoft Excel, Microsoft Word, PowerPoint, Equity Research, Financial Statement..., Financial Modeling, Financial Reporting, Financial Analysis, Valuation, Equity Valuation, DCF Valuation, Black-Scholes, Equities, Finance, Financial Markets, Securities, Research, Capital Markets, Market Research, Writing, Management, Hedge Funds, Portfolio Management
Education
NYU Stern School of Business 2012 — 2015
MBA, Finance and Economics
Loyola University Maryland 1999 — 2003
BBA, Finance
William Doody William Doody's Value Line, Inc. Experience 2009 - 2009
Job Technical Writer at Tower Legal Solutions
Industry Information Technology and Services
Experience
Associated Press November 2013 - November 2013
American Express June 2012 - January 2013
Deutsche Bank June 2010 - December 2010
Value Line, Inc. 2009 - 2009
Peek 2009 - 2009
Smith Barney, Inc. 2000 - 2007
PaineWebber 2000 - 2000
SmartMoney.com 2000 - 2000
The New York Times 1997 - 2000
Skills
Visio, Technical Writing, Software Documentation, SharePoint, Adobe Acrobat, Captivate, RoboHelp, FrameMaker, Online Help, Technical Documentation, E-Learning, Manuals, Quality Assurance, Editing, Content Management, HTML, SnagIt, Instructional Design, Management, Web Content, Information Architecture, Software Project..., Program Management, Publishing, Dreamweaver, Content Development, Analysis, Corporate Communications, Process Improvement, Interviews, Web Content Management, Employee Training, Content Strategy, SDLC, Proposal Writing, Newsletters, Proofreading, Copy Editing, Creative Writing, Marketing, Social Networking, Copywriting, Internal Communications, Blogging, Photoshop, WordPress, Technical Communication, User Experience, User Acceptance Testing, E-commerce
Education
New York University 1975 — 1977
BFA, Film & TV
Associated Press November 2013 - November 2013
American Express June 2012 - January 2013
Deutsche Bank June 2010 - December 2010
Value Line, Inc. 2009 - 2009
Peek 2009 - 2009
Smith Barney, Inc. 2000 - 2007
PaineWebber 2000 - 2000
SmartMoney.com 2000 - 2000
The New York Times 1997 - 2000
Skills
Visio, Technical Writing, Software Documentation, SharePoint, Adobe Acrobat, Captivate, RoboHelp, FrameMaker, Online Help, Technical Documentation, E-Learning, Manuals, Quality Assurance, Editing, Content Management, HTML, SnagIt, Instructional Design, Management, Web Content, Information Architecture, Software Project..., Program Management, Publishing, Dreamweaver, Content Development, Analysis, Corporate Communications, Process Improvement, Interviews, Web Content Management, Employee Training, Content Strategy, SDLC, Proposal Writing, Newsletters, Proofreading, Copy Editing, Creative Writing, Marketing, Social Networking, Copywriting, Internal Communications, Blogging, Photoshop, WordPress, Technical Communication, User Experience, User Acceptance Testing, E-commerce
Education
New York University 1975 — 1977
BFA, Film & TV
Marina Livson Marina Livson's Value Line, Inc. Experience 2002 - 2007
Job Accounting & Finance Professional
Industry Telecommunications
Experience
Verizon December 2008 - Present
P&L Financial Services Corporation 2007 - 2008
Value Line, Inc. 2002 - 2007
DLJ/CSFB 1999 - 2001
Skills
Financial Reporting, Taxes, Management, Accounting, Financial Analysis, Financial Accounting
Education
University of Phoenix 2007 — 2010
MBA, Accounting
Pace University 1999 — 2002
Bachelor's degree, Accounting and Finance
Verizon December 2008 - Present
P&L Financial Services Corporation 2007 - 2008
Value Line, Inc. 2002 - 2007
DLJ/CSFB 1999 - 2001
Skills
Financial Reporting, Taxes, Management, Accounting, Financial Analysis, Financial Accounting
Education
University of Phoenix 2007 — 2010
MBA, Accounting
Pace University 1999 — 2002
Bachelor's degree, Accounting and Finance
Robert Upton Robert Upton's Value Line, Inc. Experience November 1980 - June 1991
Job Relocation, Downsizing, Estate Liquidation and House CleanOuts for CT Seniors
Industry Individual & Family Services
Experience
Elder Life Transitions LLC October 2011 - Present
Kwalu, Inc. July 2005 - July 2011
Pawling Corporation February 2002 - July 2005
Uptown Remodeling Company May 1992 - February 2002
Value Line, Inc. November 1980 - June 1991
Skills
Strategic Planning, Marketing, Sales, Product Development, Trade Shows, New Business Development, Customer Service, Product Management, Strategy, Budgets, Staff Management, Project Estimation, Building Materials, Marketing Strategy, Responsiveness, Department Supervision, Estimating, Product Marketing, Value Engineering, Relationship..., Staff Development, Department Building, Architectural..., Senior Move Management, Estate Liquidation, Downsizing, Senior Services
Education
The University of Connecticut School of Business 1979 — 1980
MBA, Business management and accounting
University of Connecticut 1975 — 1979
BS, Finance and economics
Cheshire High School
Cheshire High School
Cheshire High School
Elder Life Transitions LLC October 2011 - Present
Kwalu, Inc. July 2005 - July 2011
Pawling Corporation February 2002 - July 2005
Uptown Remodeling Company May 1992 - February 2002
Value Line, Inc. November 1980 - June 1991
Skills
Strategic Planning, Marketing, Sales, Product Development, Trade Shows, New Business Development, Customer Service, Product Management, Strategy, Budgets, Staff Management, Project Estimation, Building Materials, Marketing Strategy, Responsiveness, Department Supervision, Estimating, Product Marketing, Value Engineering, Relationship..., Staff Development, Department Building, Architectural..., Senior Move Management, Estate Liquidation, Downsizing, Senior Services
Education
The University of Connecticut School of Business 1979 — 1980
MBA, Business management and accounting
University of Connecticut 1975 — 1979
BS, Finance and economics
Cheshire High School
Cheshire High School
Cheshire High School
Russell Wayne, CFP® Russell Wayne, CFP®'s Value Line, Inc. Experience April 1966 - January 1990
Job Principal, Sound Asset Management Inc.
Industry Investment Management
Experience
Sound Asset Management Inc. December 1995 - Present
Heine Management Group January 1991 - December 1995
Value Line Inc. April 1966 - January 1990
Skills
Investment Management, Portfolio Management, Investments, Asset Management, Mutual Funds, Financial Advisory, Finance, Retirement Planning, Strategic Financial..., Retirement, Insurance, Management, Equities, Financial Modeling, Alternative Investments, Valuation, Estate Planning, Capital Markets, Fixed Income, Hedge Funds, Due Diligence, Asset Allocation
Education
Florida State University 2005 — 2007
Certificate in Financial Planning, Financial Planning
Hofstra University 1967 — 1969
M.B.A., Finance and Investments
New York University School of Law 1965 — 1967
Law
Hofstra University 1961 — 1965
B.A., Fine Arts
Long Beach High School
Sound Asset Management Inc. December 1995 - Present
Heine Management Group January 1991 - December 1995
Value Line Inc. April 1966 - January 1990
Skills
Investment Management, Portfolio Management, Investments, Asset Management, Mutual Funds, Financial Advisory, Finance, Retirement Planning, Strategic Financial..., Retirement, Insurance, Management, Equities, Financial Modeling, Alternative Investments, Valuation, Estate Planning, Capital Markets, Fixed Income, Hedge Funds, Due Diligence, Asset Allocation
Education
Florida State University 2005 — 2007
Certificate in Financial Planning, Financial Planning
Hofstra University 1967 — 1969
M.B.A., Finance and Investments
New York University School of Law 1965 — 1967
Law
Hofstra University 1961 — 1965
B.A., Fine Arts
Long Beach High School
Roger Kohl Roger Kohl's Value Line, Inc. Experience November 2007 - March 2010
Job Partner in the largest US firm providing CFO & Exit/Transition services to emerging growth/midmarket companies.
Industry Broadcast Media
Experience
B2B CFO® 2010 - Present
Value Line, Inc. November 2007 - March 2010
E&M Advertising February 1997 - November 2007
United Press International January 1994 - January 1997
Ogilvy & Mather July 1987 - December 1993
Paramount Pictures Corp. August 1982 - June 1987
Skills
Funding, Strategic Planning, Cash Flow, Financial Modeling, Turnaround Experience, Leadership, Common Sense, Restructuring, Business Strategy, Mergers, Financial Analysis, Financial Reporting, Managerial Finance, Forecasting, Budgets, Finance, Due Diligence, Golf, Marketing, Part Time CFO, Working Capital..., Mergers & Acquisitions, Management Consulting, Management, Valuation, Business Planning, Sarbanes-Oxley Act, Banking, Contract Negotiation, Strategic Financial..., Income Statement, Process Improvement, Corporate Finance, Executive Management, Accounting, Start-ups, Cash Management, Strategy, Analysis, Entrepreneurship, Small Business
Education
Boston University - School of Management 1973 — 1977
BS, Accountting & Finance
Livingston High School 1972 — 1972
B2B CFO® 2010 - Present
Value Line, Inc. November 2007 - March 2010
E&M Advertising February 1997 - November 2007
United Press International January 1994 - January 1997
Ogilvy & Mather July 1987 - December 1993
Paramount Pictures Corp. August 1982 - June 1987
Skills
Funding, Strategic Planning, Cash Flow, Financial Modeling, Turnaround Experience, Leadership, Common Sense, Restructuring, Business Strategy, Mergers, Financial Analysis, Financial Reporting, Managerial Finance, Forecasting, Budgets, Finance, Due Diligence, Golf, Marketing, Part Time CFO, Working Capital..., Mergers & Acquisitions, Management Consulting, Management, Valuation, Business Planning, Sarbanes-Oxley Act, Banking, Contract Negotiation, Strategic Financial..., Income Statement, Process Improvement, Corporate Finance, Executive Management, Accounting, Start-ups, Cash Management, Strategy, Analysis, Entrepreneurship, Small Business
Education
Boston University - School of Management 1973 — 1977
BS, Accountting & Finance
Livingston High School 1972 — 1972
Adam Gagas Adam Gagas's Value Line, Inc. Experience 1996 - 1999
Job Investment Advisor, Financial Professional, and Educator
Industry Investment Management
Experience
Disciplined Capital Management, LLC September 2015 - Present
Pathfinder Bank March 2014 - Present
State University of New York at Oswego September 2013 - Present
Breakwall Asset Management, LLC 2010 - Present
Alfa Capital / Alfa Fellowship June 2005 - May 2006
Principal Global Investors October 2001 - October 2005
Skandia Asset Management 1999 - 2001
Value Line, Inc 1996 - 1999
Skills
Asset Management, Capital Markets, Asset Managment, Investments, Strategic Planning, Securities, Finance, Portfolio Management, Equities, Economics, Corporate Finance, Emerging Markets, Fixed Income
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA
Higher School of Economics 2005 — 2005
Certificate
Hobart and William Smith Colleges 1989 — 1993
BA
Disciplined Capital Management, LLC September 2015 - Present
Pathfinder Bank March 2014 - Present
State University of New York at Oswego September 2013 - Present
Breakwall Asset Management, LLC 2010 - Present
Alfa Capital / Alfa Fellowship June 2005 - May 2006
Principal Global Investors October 2001 - October 2005
Skandia Asset Management 1999 - 2001
Value Line, Inc 1996 - 1999
Skills
Asset Management, Capital Markets, Asset Managment, Investments, Strategic Planning, Securities, Finance, Portfolio Management, Equities, Economics, Corporate Finance, Emerging Markets, Fixed Income
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA
Higher School of Economics 2005 — 2005
Certificate
Hobart and William Smith Colleges 1989 — 1993
BA
George Nallathamby George Nallathamby's Value Line, Inc. Experience 1999 - 2002
Job Computers and Finance
Industry Computer Hardware
Experience
IBM 2009 - 2010
Time Warner Cable 2005 - 2007
City of Commerce City 2002 - 2004
Value Line, Inc. 1999 - 2002
Skills
Financial Analyst, Budget Analyst, Help Desk Analyst, Microsoft Certified..., Windows 7, Windows Vista, Windows XP, Microsoft Word, Microsoft Excel
Education
Alfred University 1991 — 1993
Bachelor of Business Administration (B.B.A.), Business administration, 3.5
IBM 2009 - 2010
Time Warner Cable 2005 - 2007
City of Commerce City 2002 - 2004
Value Line, Inc. 1999 - 2002
Skills
Financial Analyst, Budget Analyst, Help Desk Analyst, Microsoft Certified..., Windows 7, Windows Vista, Windows XP, Microsoft Word, Microsoft Excel
Education
Alfred University 1991 — 1993
Bachelor of Business Administration (B.B.A.), Business administration, 3.5
Nicholas Patrikis Nicholas Patrikis's Value Line, Inc. Experience October 2011 - July 2015
Job Associate at Traphagen Investment Advisors
Industry Investment Banking
Experience
Traphagen Financial Group July 2015 - Present
Value Line Inc. October 2011 - July 2015
Laidlaw & Company December 2008 - December 2009
Education
Manhattan College
Bachelor's Degree, Finance, 3.33
Traphagen Financial Group July 2015 - Present
Value Line Inc. October 2011 - July 2015
Laidlaw & Company December 2008 - December 2009
Education
Manhattan College
Bachelor's Degree, Finance, 3.33
Michael Hanbridge Michael Hanbridge's Value Line, Inc. Experience November 2006 - November 2007
Job at Michael Hanbridge Independent Marketing Consultant
Industry Management Consulting
Experience
Michael Hanbridge -- Independent Marketing Consultant December 2010 - Present
Cleinman Performance Partners November 2007 - November 2010
Value Line, Inc. November 2006 - November 2007
Domini Social Investments April 1999 - October 2006
Herndon Associates August 1997 - April 1999
Skills
Marketing Strategy, Social Media Marketing, Social Media, New Business Development, Strategic Planning, Advertising, Coaching, Public Speaking, Leadership Development, Account Management, Management, Management Consulting, Team Building, Budgets, Direct Marketing, Integrated Marketing, Copywriting, Project Management, Marketing Management, Contract Negotiation, Trade Shows, Marketing, Healthcare, Email Marketing, Marketing Communications, Business Development, Entrepreneurship, Public Relations, Sales Management, Sales, Small Business, Strategy, Online Marketing, Leadership, Start-ups, Product Marketing, Competitive Analysis, Selling, Online Advertising, Business Strategy, Market Research, Strategic Partnerships, Sales Operations, Product Management, E-commerce, Lead Generation, B2B, Business Planning, Brand Development, Digital Marketing
Education
Baruch College, City University of New York (CUNY) 1999 — 2001
MBA, Marketing Management
Pace University - Lubin School of Business 1988 — 1992
BBA, Marketing
Michael Hanbridge -- Independent Marketing Consultant December 2010 - Present
Cleinman Performance Partners November 2007 - November 2010
Value Line, Inc. November 2006 - November 2007
Domini Social Investments April 1999 - October 2006
Herndon Associates August 1997 - April 1999
Skills
Marketing Strategy, Social Media Marketing, Social Media, New Business Development, Strategic Planning, Advertising, Coaching, Public Speaking, Leadership Development, Account Management, Management, Management Consulting, Team Building, Budgets, Direct Marketing, Integrated Marketing, Copywriting, Project Management, Marketing Management, Contract Negotiation, Trade Shows, Marketing, Healthcare, Email Marketing, Marketing Communications, Business Development, Entrepreneurship, Public Relations, Sales Management, Sales, Small Business, Strategy, Online Marketing, Leadership, Start-ups, Product Marketing, Competitive Analysis, Selling, Online Advertising, Business Strategy, Market Research, Strategic Partnerships, Sales Operations, Product Management, E-commerce, Lead Generation, B2B, Business Planning, Brand Development, Digital Marketing
Education
Baruch College, City University of New York (CUNY) 1999 — 2001
MBA, Marketing Management
Pace University - Lubin School of Business 1988 — 1992
BBA, Marketing
Kyle Kavanaugh's Value Line, Inc. Experience 1993 - 1995
Job Associate Portfolio Manager at Palisade Capital
Industry Investment Management
Experience
Palisade Capital Management 2001 - Present
Pennsylvania Merchant Group, Ltd. 1999 - 2000
Schroder & Co. Inc./NatWest Securities, Inc. 1996 - 1999
Dresdner Kleinwort 1995 - 1996
Value Line, Inc. 1993 - 1995
Skills
Equities, Investments, Portfolio Management, Asset Management, Financial Modeling
Education
Drexel University - LeBow College of Business 1987 — 1992
Palisade Capital Management 2001 - Present
Pennsylvania Merchant Group, Ltd. 1999 - 2000
Schroder & Co. Inc./NatWest Securities, Inc. 1996 - 1999
Dresdner Kleinwort 1995 - 1996
Value Line, Inc. 1993 - 1995
Skills
Equities, Investments, Portfolio Management, Asset Management, Financial Modeling
Education
Drexel University - LeBow College of Business 1987 — 1992
Adam Yucht's Value Line, Inc. Experience January 1995 - January 1996
Job Research Manager Global Capital Markets Sector Head at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley June 2014 - January 2015
Morgan Stanley September 2012 - June 2014
Integreon Managed Solutions February 2009 - October 2012
Integreon Managed Solutions February 2009 - June 2010
Morgan Stanley December 2007 - November 2008
THOMSON FINANCIAL INC January 1997 - January 2007
Thomson January 1999 - January 2002
Thomson January 1997 - January 1999
VALUE LINE, INC January 1995 - January 1996
Skills
Research, Knowledge Management, Data Analysis, Market Data, Due Diligence, Asset Management, Financial Reporting, Business Analysis, Analysis, Vendor Management, Financial Services, Bloomberg, Market Research, Databases, SharePoint, Online Research, Strategy, Information Management, Capital Markets, Analytics, Equities, Mergers, Financial Markets, Private Equity, Risk Management
Education
Pace University - Lubin School of Business 2005 — 2007
MBA - Master of Business Administration, Finance - 2007
State University of New York College at Plattsburgh 1992 — 1995
BS, Management
Morgan Stanley January 2015 - Present
Morgan Stanley June 2014 - January 2015
Morgan Stanley September 2012 - June 2014
Integreon Managed Solutions February 2009 - October 2012
Integreon Managed Solutions February 2009 - June 2010
Morgan Stanley December 2007 - November 2008
THOMSON FINANCIAL INC January 1997 - January 2007
Thomson January 1999 - January 2002
Thomson January 1997 - January 1999
VALUE LINE, INC January 1995 - January 1996
Skills
Research, Knowledge Management, Data Analysis, Market Data, Due Diligence, Asset Management, Financial Reporting, Business Analysis, Analysis, Vendor Management, Financial Services, Bloomberg, Market Research, Databases, SharePoint, Online Research, Strategy, Information Management, Capital Markets, Analytics, Equities, Mergers, Financial Markets, Private Equity, Risk Management
Education
Pace University - Lubin School of Business 2005 — 2007
MBA - Master of Business Administration, Finance - 2007
State University of New York College at Plattsburgh 1992 — 1995
BS, Management
Renny Ponvert's Value Line, Inc. Experience 1989 - 1995
Job CEO at Management CV, Inc.
Industry Capital Markets
Experience
Management CV, Inc. January 2007 - Present
Hemscott / CoreData, Inc. 2003 - 2006
CFRA 2003 - 2003
Standard & Poor's 2001 - 2003
DataJungle Software, Inc. 2000 - 2001
Primark Corporation 1995 - 2000
Value Line, Inc. 1989 - 1995
Skills
Equities, Equity Research, Private Equity, Financial Markets, Strategy, Hedge Funds, Investment Banking, Asset Allocation, Emerging Markets, Alternative Investments, Due Diligence, Valuation, Securities, Bloomberg, Financial Services, Entrepreneurship
Education
University of Pennsylvania 1978 — 1982
BA
Management CV, Inc. January 2007 - Present
Hemscott / CoreData, Inc. 2003 - 2006
CFRA 2003 - 2003
Standard & Poor's 2001 - 2003
DataJungle Software, Inc. 2000 - 2001
Primark Corporation 1995 - 2000
Value Line, Inc. 1989 - 1995
Skills
Equities, Equity Research, Private Equity, Financial Markets, Strategy, Hedge Funds, Investment Banking, Asset Allocation, Emerging Markets, Alternative Investments, Due Diligence, Valuation, Securities, Bloomberg, Financial Services, Entrepreneurship
Education
University of Pennsylvania 1978 — 1982
BA
Candice Dalin's Value Line, Inc. Experience March 2006 - June 2007
Job Director and Associate Counsel at Depository Trust & Clearing Corporation
Industry Financial Services
Experience
Depository Trust & Clearing Corporation May 2012 - Present
Depository Trust & Clearing Corporation April 2008 - Present
American Stock Exchange July 2007 - January 2008
Value Line, Inc. March 2006 - June 2007
Skills
General Corporate Law, Securities Law, Securities Regulation
Education
New York Law School 2002 — 2005
JD
Binghamton University 1997 — 2001
BA, Psychology
Schreiber High School 1994 — 1997
Depository Trust & Clearing Corporation May 2012 - Present
Depository Trust & Clearing Corporation April 2008 - Present
American Stock Exchange July 2007 - January 2008
Value Line, Inc. March 2006 - June 2007
Skills
General Corporate Law, Securities Law, Securities Regulation
Education
New York Law School 2002 — 2005
JD
Binghamton University 1997 — 2001
BA, Psychology
Schreiber High School 1994 — 1997
larry gendler's Value Line, Inc. Experience 1993 - Present
Job Independent Investment Management Professional
Industry Investment Management
Experience
ING 1996 - Present
ING 1996 - Present
Value Line Inc. 1993 - Present
Value Line Publishing 1993 - Present
Value Line Publishing 1993 - Present
new york federal reserve 1981 - 1985
Education
University of Pennsylvania - The Wharton School 1977 — 1981
ING 1996 - Present
ING 1996 - Present
Value Line Inc. 1993 - Present
Value Line Publishing 1993 - Present
Value Line Publishing 1993 - Present
new york federal reserve 1981 - 1985
Education
University of Pennsylvania - The Wharton School 1977 — 1981
Michael Rapoport's Value Line, Inc. Experience January 1993 - January 1994
Job AVP at DBRS
Industry Financial Services
Experience
BNY Convergex Group2010 March 2010 - October 2010
DBRS, Inc March 2006 - September 2009
Standard Chartered Bank 2004 November 2004 - March 2006
Madison Trading LLC August 2003 - April 2004
Mitsubishi Securities (USA), Inc January 2001 - January 2003
Sumitomo Mitsui Banking Corporation Ltd January 1998 - January 2001
Bear, Stearns & Co January 1996 - January 1998
Commscan, Inc January 1994 - January 1995
Value Line, Inc January 1993 - January 1994
Education
Stony Brook University
Bachelor of Arts
Fordham University Graduate School of Business
Master, Business Administration
BNY Convergex Group2010 March 2010 - October 2010
DBRS, Inc March 2006 - September 2009
Standard Chartered Bank 2004 November 2004 - March 2006
Madison Trading LLC August 2003 - April 2004
Mitsubishi Securities (USA), Inc January 2001 - January 2003
Sumitomo Mitsui Banking Corporation Ltd January 1998 - January 2001
Bear, Stearns & Co January 1996 - January 1998
Commscan, Inc January 1994 - January 1995
Value Line, Inc January 1993 - January 1994
Education
Stony Brook University
Bachelor of Arts
Fordham University Graduate School of Business
Master, Business Administration
Salvatore Schillaci's Value Line, Inc. Experience 2000 - 2002
Job Account Executive at Taube Management Realty, LLC
Industry Real Estate
Experience
Taube Management Realty, LLC September 2012 - Present
Silverman Neu, LLP July 2011 - May 2012
Key Real Estate February 2007 - June 2011
Jalen Real Estate 2002 - 2007
Value Line, Inc. 2000 - 2002
Skills
Equity Research, Financial Analysis, Financial Modeling, Valuation, Equities, Microsoft Excel, Investments, Asset Managment, Forecasting, Financial Markets, Financial Statement..., Research, Building Management, Alternative Investments, Account Management, Financial Accounting, Contract Negotiation, Asset Management, Finance
Education
Baruch College, City University of New York (CUNY) 1999 — 2001
BBA, Finance
Taube Management Realty, LLC September 2012 - Present
Silverman Neu, LLP July 2011 - May 2012
Key Real Estate February 2007 - June 2011
Jalen Real Estate 2002 - 2007
Value Line, Inc. 2000 - 2002
Skills
Equity Research, Financial Analysis, Financial Modeling, Valuation, Equities, Microsoft Excel, Investments, Asset Managment, Forecasting, Financial Markets, Financial Statement..., Research, Building Management, Alternative Investments, Account Management, Financial Accounting, Contract Negotiation, Asset Management, Finance
Education
Baruch College, City University of New York (CUNY) 1999 — 2001
BBA, Finance
Brett Mitstifer, CFA's Value Line, Inc. Experience March 2003 - November 2004
Job Head of Discretionary Investment Management
Industry Investment Management
Experience
HSBC Private Bank November 2004 - Present
Value Line, Inc. March 2003 - November 2004
Hovey, Youngman and Associates 2000 - 2003
Deutsche Bank 1997 - 2000
The Chase Manhattan Bank 1992 - 1997
Skills
Equities, Asset Managment, Wealth Management, Alternative Investments, Wealth Management..., Asset Management, Hedge Funds, Capital Markets, Fixed Income, Portfolio Management, Asset Allocation, Investments, Investment Management, Bloomberg, Fund Of Funds, Commodity, Investment Strategies, Private Banking, Banking, Structured Products, Investment Advisory, Derivatives, Investment Banking
Education
CFA Institute 1997 — 1997
CFA
Penn State University 1980 — 1984
BS, Finance
HSBC Private Bank November 2004 - Present
Value Line, Inc. March 2003 - November 2004
Hovey, Youngman and Associates 2000 - 2003
Deutsche Bank 1997 - 2000
The Chase Manhattan Bank 1992 - 1997
Skills
Equities, Asset Managment, Wealth Management, Alternative Investments, Wealth Management..., Asset Management, Hedge Funds, Capital Markets, Fixed Income, Portfolio Management, Asset Allocation, Investments, Investment Management, Bloomberg, Fund Of Funds, Commodity, Investment Strategies, Private Banking, Banking, Structured Products, Investment Advisory, Derivatives, Investment Banking
Education
CFA Institute 1997 — 1997
CFA
Penn State University 1980 — 1984
BS, Finance
Dianne Lipson's Value Line, Inc. Experience January 1999 - January 2006
Job Telephone Interviewer at D.F. King & Co., Inc.
Industry Writing and Editing
Experience
D.F. King & Co., Inc. February 2013 - Present
D.F. King & Co. Inc February 2013 - Present
Universal Survey Center May 2012 - January 2013
various September 2006 - January 2012
Value Line, Inc January 1999 - January 2006
Skills
Research, Social Networking, Non-fiction, Microsoft Office, Fiction, Copy Editing, Acting, Program Management, Social Media, Freelance Writing, Technical Support, PowerPoint, Creative Writing, Facebook, Proofreading, Microsoft Excel, Microsoft Word, Editing, Help Desk Support, Event Planning, Public Speaking
Education
DeVry University 1997 — 1999
A.S, Computer Information Systems
D.F. King & Co., Inc. February 2013 - Present
D.F. King & Co. Inc February 2013 - Present
Universal Survey Center May 2012 - January 2013
various September 2006 - January 2012
Value Line, Inc January 1999 - January 2006
Skills
Research, Social Networking, Non-fiction, Microsoft Office, Fiction, Copy Editing, Acting, Program Management, Social Media, Freelance Writing, Technical Support, PowerPoint, Creative Writing, Facebook, Proofreading, Microsoft Excel, Microsoft Word, Editing, Help Desk Support, Event Planning, Public Speaking
Education
DeVry University 1997 — 1999
A.S, Computer Information Systems
Jeff Geffen's Value Line, Inc. Experience November 2001 - June 2011
Job Director of Fixed Income at Value Line Inc.
Industry Financial Services
Experience
Value Line June 2011 - Present
Value Line Inc. November 2001 - June 2011
Morgan Stanley 1989 - 2001
Morgan Stanley Investment Management 1989 - 2001
Morgan Stanley Investment Management 1989 - 2001
Skills
Portfolio Management, Fixed Income, Equities, Investments, Asset Management, Securities, Asset Allocation, Equity Research, Mutual Funds
Education
Columbia University 1976 — 1978
M.S., Social Work
Adelphi University
Master of Business Administration (MBA), Finance, General
Value Line June 2011 - Present
Value Line Inc. November 2001 - June 2011
Morgan Stanley 1989 - 2001
Morgan Stanley Investment Management 1989 - 2001
Morgan Stanley Investment Management 1989 - 2001
Skills
Portfolio Management, Fixed Income, Equities, Investments, Asset Management, Securities, Asset Allocation, Equity Research, Mutual Funds
Education
Columbia University 1976 — 1978
M.S., Social Work
Adelphi University
Master of Business Administration (MBA), Finance, General
Stephen Grillo's Value Line, Inc. Experience September 1999 - May 2000
Job Investment Assistant at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management April 2015 - Present
Goldman Sachs April 2014 - April 2015
AllianceBernstein L.P June 2000 - November 2013
Value Line, Inc. September 1999 - May 2000
Skills
Equities, Fixed Income, Investments, Series 7, Corporate Governance, Risk Management, Capital Markets, Mutual Funds, Management
Education
City University of New York-Baruch College 2010 — 2012
Master of Public Administration (MPA)
Iona College 1996 — 2000
BBA, Finance
New York University
J.P. Morgan Asset Management April 2015 - Present
Goldman Sachs April 2014 - April 2015
AllianceBernstein L.P June 2000 - November 2013
Value Line, Inc. September 1999 - May 2000
Skills
Equities, Fixed Income, Investments, Series 7, Corporate Governance, Risk Management, Capital Markets, Mutual Funds, Management
Education
City University of New York-Baruch College 2010 — 2012
Master of Public Administration (MPA)
Iona College 1996 — 2000
BBA, Finance
New York University
Steve Kim, AAP, CTP's Value Line, Inc. Experience 1986 - 1989
Job Treasury Services Professional
Industry Banking
Experience
Citibank 2014 - Present
Citibank 2007 - July 2014
ABN AMRO/LaSalle Bank 2005 - 2007
Wachovia Bank 2002 - 2005
Citigroup 1998 - 2001
First Chicago NBD Bank 1989 - 1998
Value Line Inc. 1986 - 1989
Skills
Treasury Management, Treasury Services, Cash Management, Payments, Relationship Management, Commercial Banking, Banking, Credit, Credit Analysis, Project Management, Portfolio Management, Product Development, Loans, Financial Analysis, Credit Risk, Corporate Finance, Commercial Lending, Retail Banking, Liquidity Management, Internet Banking, Series 7, Financial Services, Credit Cards, ACH, Electronic Payments, Cross Selling, Cash Flow, SWIFT payments, Cash Flow Forecasting, Product Management
Education
Stony Brook University 1982 — 1986
BS, Applied Math and Statistics
Citibank 2014 - Present
Citibank 2007 - July 2014
ABN AMRO/LaSalle Bank 2005 - 2007
Wachovia Bank 2002 - 2005
Citigroup 1998 - 2001
First Chicago NBD Bank 1989 - 1998
Value Line Inc. 1986 - 1989
Skills
Treasury Management, Treasury Services, Cash Management, Payments, Relationship Management, Commercial Banking, Banking, Credit, Credit Analysis, Project Management, Portfolio Management, Product Development, Loans, Financial Analysis, Credit Risk, Corporate Finance, Commercial Lending, Retail Banking, Liquidity Management, Internet Banking, Series 7, Financial Services, Credit Cards, ACH, Electronic Payments, Cross Selling, Cash Flow, SWIFT payments, Cash Flow Forecasting, Product Management
Education
Stony Brook University 1982 — 1986
BS, Applied Math and Statistics
Erica Minott's Value Line, Inc. Experience 1991 - 1998
Job Assistant Controller at Brooklyn Federal Savings Bank
Industry Banking
Experience
Brooklyn Federal Savings Bank 2006 - 2012
Carver Federal Savings Bank 1999 - 2006
Value Line Inc 1991 - 1998
Skills
Cash Management, Credit, Financial Analysis, Finance, Risk Management, Peachtree, Internal Audit, Auditing, Credit Analysis, Analysis, Financial Risk, General Ledger, Budgets, Due Diligence, Accounting, Cash Flow, Financial Reporting, Commercial Banking, Microsoft Office, Banking, Fraud, Microsoft Excel
Education
Long Island University, Brooklyn Campus 1987 — 1990
MBA, Accounting
University of the West Indies. Mona Campus, Jamaica 1982 — 1986
BS, Geography
Brooklyn Federal Savings Bank 2006 - 2012
Carver Federal Savings Bank 1999 - 2006
Value Line Inc 1991 - 1998
Skills
Cash Management, Credit, Financial Analysis, Finance, Risk Management, Peachtree, Internal Audit, Auditing, Credit Analysis, Analysis, Financial Risk, General Ledger, Budgets, Due Diligence, Accounting, Cash Flow, Financial Reporting, Commercial Banking, Microsoft Office, Banking, Fraud, Microsoft Excel
Education
Long Island University, Brooklyn Campus 1987 — 1990
MBA, Accounting
University of the West Indies. Mona Campus, Jamaica 1982 — 1986
BS, Geography
Peter F. Juran, CFA's Value Line, Inc. Experience July 1991 - October 1992
Job Head of Operational Due Diligence at Mariner Investment Group
Industry Investment Management
Experience
Mariner Investment Group October 2005 - Present
SAC Capital Advisors, LLC July 2004 - September 2004
Deutsche Bank 2002 - 2003
BlackRock 1998 - 2002
PwC 1994 - 1998
Bank of Tokyo-Mitsubishi UFJ October 1992 - March 1994
Value Line, Inc. July 1991 - October 1992
Education
University of Chicago GSB 2003 — 2005
MBA, Finance
Mariner Investment Group October 2005 - Present
SAC Capital Advisors, LLC July 2004 - September 2004
Deutsche Bank 2002 - 2003
BlackRock 1998 - 2002
PwC 1994 - 1998
Bank of Tokyo-Mitsubishi UFJ October 1992 - March 1994
Value Line, Inc. July 1991 - October 1992
Education
University of Chicago GSB 2003 — 2005
MBA, Finance
CHARLES WARNER's Value Line, Inc. Experience 1995 - 1998
Job Specialize in the filing of the Call Report.
Industry Banking
Experience
Carver Federal Savings Bank 2006 - August 2014
Carver Federal Savings Bank 2001 - 2006
Carver Federal Savings Bank 1998 - 2001
Value Line Inc. 1995 - 1998
Education
City University of New York-Herbert H. Lehman College
Bachelor's Degree, Accounting
Carver Federal Savings Bank 2006 - August 2014
Carver Federal Savings Bank 2001 - 2006
Carver Federal Savings Bank 1998 - 2001
Value Line Inc. 1995 - 1998
Education
City University of New York-Herbert H. Lehman College
Bachelor's Degree, Accounting
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY