Advanced Equities
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Advanced Equities List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Advanced Equities. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Advanced Equities Employees
Renaissance Regulatory Services, Inc. June 2015 - Present
Otkritie Inc. January 2011 - May 2015
Maven Strategic Solutions, LLC 2015 - 2015
Maven Strategic Solutions, LLC 2015 - 2015
Colombo Consulting July 2010 - March 2011
Advanced Equities November 2008 - July 2010
Unicredit Group (HVB Americas)/Aton Securities (Merger) October 2004 - March 2008
UniCredit Markets & Investment Banking 2007 - 2008
Alfa Capital Markets (USA), Inc. January 2003 - October 2004
BISYS Regulatory Services June 1999 - January 2003
Skills
Series 7, Bookkeeping, Securities, Equities, Capital Markets, Private Equity, Due Diligence, Hedge Funds, Investment Banking, Risk Management, Investments, Trading, Corporate Finance, Venture Capital, Emerging Markets, Series 63, Series 24, Series 27, Series 53, Series 55, Series 99, FINRA, Finance, Management, Fixed Income, Financial Risk, Financial Markets, Analysis, Start-ups, Auditing, Banking
Education
City University of New York-College of Staten Island 1978 — 1981
English
City University of New York City College
Retail Properties of America, Inc. April 2013 - October 2013
Bulkmatic Inc. November 2012 - April 2013
Advanced Equities June 2010 - September 2012
Skills
Management, Legal Writing, Contract Management, Venture Capital, Private Equity, Corporate Law, Procurement, Due Diligence, Outlook, Microsoft Excel, Leadership, PowerPoint, Sales, Microsoft Office
Education
Loyola University of Chicago 2008 — 2010
Paralegal Studies
San Diego State University-California State University 2004 — 2008
Bachelor's degree, Criminal Justice
Wells Fargo Advisors February 2009 - Present
Advanced Equities November 2007 - February 2009
Tradelink July 2006 - November 2007
Oregon Daily Emerald 2005 - 2006
Skills
Finance, Investments, Insurance, Retirement Planning, Equities, Mutual Funds, Asset Allocation, Asset Management, Customer Service, Financial Planning
Education
University of Oregon - Charles H. Lundquist College of Business 2002 — 2006
B.S., Finance, Economics
Lending Club December 2014 - Present
Credit Suisse February 2012 - October 2014
Morgan Stanley Smith Barney December 2011 - February 2012
Advanced Equities June 2011 - December 2011
Skills
Wealth Management, Asset Allocation, Financial Analysis, Capital Markets, Economics, Finance, Strategy, Alternative Investments, Bloomberg, Data Analysis, Banking, Investments, Financial Modeling
Education
University of California, Berkeley 2007 — 2011
BA, Economics
Summit Brokerage Services, Inc. January 2013 - Present
Advanced Equities October 2012 - January 2013
Advanced Equities December 2010 - September 2012
Advanced Equities August 2007 - December 2010
Skills
Series 7, Series 27, Financial Audits, Microsoft Excel, Access, Compliance11, Capital IQ, Quickbooks, PeopleSoft, Financial Reporting, Financial Modeling, Expense Management, Expense Allocation, Expense Budget..., Budget Process, Budget, Operating Budgets, Budget Reconciliation, Budget Monitoring, Microsoft Word, G/L Reconciliations, Financial Variance..., Variance Explanations, Amortization Schedules, Fixed Asset Depreciation, Consolidated Financial..., Compilation Of..., Financial Statements, Cash Flow Statements, FINRA, Private Equity, Alternative Investments
Education
University of Florida
GG Land Group, LLC February 2013 - Present
Advanced Equities August 2007 - November 2012
US Navy - Naval Mobile Construction Battalion December 2001 - December 2008
Zacks Investment Management July 2004 - September 2007
Banc of America Investments November 2002 - June 2004
Skills
Alternative Investments, Investment Banking, Customer Service, Portfolio Management, Investment Advisory, Investment Analysis, Real Estate Private..., Fixed Income, Managed Money, Valuation, Securities, Equities, Finance, Investment Management, Options, Private Equity, Venture Capital
Education
New Horizons Learning Center 2014 — 2014
Lean Six Sigma Green Belt Certification
University of Central Arkansas 1991 — 1996
Business, Finance
JLL September 2015 - Present
Accenture April 2014 - September 2015
Accenture January 2013 - April 2014
Advanced Equities August 2012 - November 2012
NOWNESS.com, LVMH Moët Hennessy Louis Vuitton Group June 2011 - August 2011
Fendi May 2010 - August 2010
The White House, Office of Intergovernmental Affairs February 2010 - May 2010
Skills
Marketing, Public Relations, Facebook, Nonprofits, Social Networking, Blogging, Strategy, Social Media, Microsoft Office, Research, Photoshop, InDesign, Pagemaker, PowerPoint, Strategic Planning, Branding & Identity, Sales, CRM, Adobe Page Maker, Microsoft Excel, Online Blogging, SalesForce, Business Networking, Organizational..., Technology Management
Education
The George Washington University 2008 — 2012
Bachelor of Arts (B.A.), Psychology and Art History
The American University of Paris 2011 — 2011
Visiting Student, Communications, Advertising, French
University of Chicago Lab Schools
Taste Savant May 2014 - Present
Ann and Robert H. Lurie Children's Hospital of Chicago May 2013 - Present
Self-Employed April 2012 - Present
Taste Savant July 2012 - April 2014
BabbaCo LLC August 2011 - April 2012
Advanced Equities August 2010 - July 2011
The Northern Trust Company March 2009 - August 2010
Cantor Fitzgerald March 2008 - December 2008
Cantor Fitzgerald & Co April 2007 - March 2008
Keefe, Bruyette & Woods November 2006 - April 2007
Skills
Valuation, Hedge Funds, Financial Modeling, Bloomberg, Equities, Fixed Income, Equity Research, Capital Markets, Due Diligence, Financial Analysis, Investment Banking, Asset Managment, Private Equity, Investments, Series 7, Alternative Investments, Derivatives, Corporate Finance, Options, Securities, Portfolio Management, Venture Capital, Trading
Education
Tulane University 2002 — 2006
BSM, Finance
Tulane University - A.B. Freeman School of Business 2002 — 2006
Bachelor of Science in Management, Finance
J.P. Morgan July 2014 - Present
Feltl & Company March 2013 - June 2014
J.H. Realty and Construction Enterprises March 2012 - March 2013
Advanced Equities February 2009 - February 2012
National Securities Corporation March 2006 - January 2009
Skills
Investments, Equities, Alternative Investments, Private Equity, Securities, Venture Capital, Series 7, Series 63, Valuation, Financial Modeling, Investment Banking, Sales, Due Diligence, Finance, Business Analysis, Series 65, New Business Development
Education
DePaul University 2001 — 2006
Finance, Macroeconomics, Business Administration, International Finance, Portfolio Management, Accounting
Lane Tech College Prep 1997 — 2001
VideoMedicine June 2015 - Present
Blue Rock Capital, LLC 2006 - Present
Equity Global Management 2012 - 2014
Q4 Industries 2002 - 2006
Advanced Equities 1997 - 2002
Skills
Financial Analysis, Capital Markets, Portfolio Management, Real Estate Economics, Valuation, Sales, Public Speaking, Contract Negotiation, Private Equity, Fundraising, Real Estate Development, Due Diligence, Start-ups, Sales Management, Investor Relations, Strategic Planning, Real Estate Transactions, Marketing, New Business Development, Leadership, Business Development, Equities, Series 7, Marketing Strategy, Investments, Negotiation, Real Estate, Asset Managment, Private Placements, Mergers & Acquisitions, Financial Modeling, Project Management, Financial Structuring, Hedge Funds, Team Building, Business Strategy, Entrepreneurship, Disposition, Alternative Investments, Finance, Brokerage, Strategy, Budgets, Management, Real Estate Private..., Structured Finance, Capital Raising, Venture Capital, Capital
Education
DePaul University 2013 — 2014
Bachelor's degree, Business Administration and Finance, 4.0
The Johns Hopkins University 1992 — 1996
Imani Nathan Capital Management July 2013 - Present
Faith Baptist Church October 2010 - Present
The Financial West Group April 2005 - December 2011
Advanced Equities 2009 - 2010
Skills
Hedge Funds, Wealth Management, Mergers, Financial Analysis, New Business Development, Strategic Planning, Microsoft Excel, Due Diligence, Private Equity, Investments, Venture Capital, Investment Strategies, Investment Banking, Sales, Alternative Investments, Series 7, Mergers & Acquisitions, Youth Ministry, Financial Modeling, Portfolio Management, Series 63, Management, Leadership, Ministry Development, Church Events, Entrepreneurship, Discipleship, Bible, Evangelism, Church Growth, Religion, Pastoral Care, Team Building, Public Speaking, Social Networking, Leadership Development, Nonprofits, Event Planning, Fundraising
Education
Trinity College of the Bible and Trinity Theological Seminary 2006 — 2007
Bachelor of Arts (B.A.), Theology/Theological Studies
Bishop College Dallas, TX 1980 — 1984
Religion an Philosophy
David A. Noyes & Co. January 2014 - Present
CONCERT Wealth Management July 2011 - January 2014
Chicago Investment Group/Newbridge Securities 2009 - 2011
Advanced Equities 2007 - 2009
US Fiduciary 2005 - 2007
Bank of America, Investment Services 2002 - 2005
Morgan Stanley 1993 - 2002
Skills
Wealth Management, Investment Advisory, High Net Worth..., Alternative Investments, Investments, Series 63, Mutual Funds, Securities, Asset Allocation, Asset Managment, Hedge Funds, Financial Advisory, Series 24, Financial Planners, Investment Strategies, Equities, Retirement Planning, Asset Management, Portfolio Management, FINRA, Investment Management, Finance, Private Equity, Fixed Income
Education
Quincy University 1986 — 1988
BA, Public Relations/Communications
Loras College
Loyola Rome
lincoln park hs
Workiva July 2015 - Present
Crowe Horwath LLP September 2013 - July 2015
Target November 2006 - June 2013
Crowe Horwath LLP June 2012 - August 2012
Advanced Equities June 2011 - August 2011
Skills
Customer Service, Sarbanes-Oxley Act, Internal Audit, PowerPoint, Teamwork, Microsoft Excel, Microsoft Office, Social Media, Access, Budgets, Microsoft Word, Management, Event Planning, Research, Data Entry, Outlook, Inventory Management, Time Management, Data Analysis, SQL, wDesk, XBRL
Education
University of Illinois at Urbana-Champaign - College of Business 2012 — 2013
Master's, Accountancy
University of Illinois at Urbana-Champaign - College of Business 2008 — 2012
Bachelor's, Accountancy/Asian American Studies
Lyons Township High school 2004 — 2008
Northern Trust Hedge Fund Services September 2012 - Present
Advanced Equities July 2011 - September 2012
Advanced Equities, Inc. May 2010 - July 2011
Deloitte & Touche LLP August 2009 - May 2010
Deloitte & Touche LLP August 2008 - August 2009
Deloitte & Touche LLP September 2007 - August 2008
Deloitte & Touche LLP June 2006 - August 2006
Skills
Financial Reporting, SEC filings, Accounting, Due Diligence
Education
University of Illinois at Urbana-Champaign - College of Business 2003 — 2007
BS, Accountancy
Ameriprise Financial Services, Inc. September 2012 - Present
Advanced Equities 2010 - 2011
Bank of the West 1987 - 2010
Education
Creighton University 1975 — 1978
Bachelor of Science - Business Administration, Finance
Four Springs Capital LLC April 2010 - Present
Four Springs Capital LLC March 2010 - Present
Advanced Equities 2007 - 2008
Spencer Trask 1999 - 2007
Skills
Investments, Finance, Securities, Private Equity, Alternative Investments, Leases, Asset Management, Venture Capital, Commercial Real Estate, Due Diligence, Hedge Funds, Series 7, Valuation, Capital Markets, Real Estate, Investment Properties, Mergers & Acquisitions, Asset Managment, Credit, Series 63, Brokerage, Corporate Development, Investment Banking, Real Estate Economics, Equities, Massachusetts real..., 1031 Exchanges, Portfolio Management
Education
Bryant University 1989 — 1993
BS, Marketing, Finance
Needham High School 1985 — 1989
Loyola Academy April 2015 - Present
FC United Soccer Club February 2014 - Present
Trevian/FC United Soccer Club June 2010 - Present
University of Chicago June 2009 - June 2010
Advanced Equities May 2008 - August 2008
Skills
Fundraising, Research, Event Planning, Comparative Politics, Social Media, Microsoft Office, Analysis, Microsoft Excel, PowerPoint, Stata
Education
Middlebury College 2005 — 2009
Bachelor of Arts (B.A.), Political Science
Loomis Chaffee 2004 — 2005
Post-Graduate Diploma
Paulson Investment Co. July 2015 - Present
Advanced Equities 2014 - 2015
JPMorgan Chase & Co. 2013 - 2014
Advanced Equities 2011 - 2013
Advanced Equities 2008 - 2011
Wachovia Securities 2007 - 2008
Morgan Stanley 2006 - 2006
Skills
Fund Accounting, Financial Analysis, Financial Modeling, Series 7, Microsoft Excel, QuickBooks, Valuation, FINRA, SEC filings, Financial Reporting, Securities Regulation, Access, Investran, Capital IQ, Financial Audits, Partnership Tax Returns, Uniform Combined State..., Series 66, Salesforce.com, Compliance11, Fund Administration, Return on Investment..., Operating Agreements, Bridge Loans, Capital Calls, Sungard, Series 27
Education
Virginia Commonwealth University - School of Business 2008 — 2010
Master of Business Administration, Concentration in Investments
College of Charleston 2003 — 2007
Bachelor of Science, Business Administration with a Concentration in Finance
Preqin July 2015 - Present
Preqin January 2015 - June 2015
Preqin June 2013 - December 2014
Advanced Equities September 2012 - December 2012
John Hancock Financial Network January 2012 - August 2012
UniCredit Bank of Slovakia June 2011 - August 2011
Charles Rutenberg Realty April 2010 - September 2010
Skills
Proficient in Microsoft..., Fluent in Slovakian and..., Private Equity, Series 7, Financial Markets, Venture Capital
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2012
Bachelor of Business Administration (BBA), Finance and Investments, 3.71
Wells Fargo Advisors, LLC 2012 - Present
Advanced Equities 2009 - 2012
Citi Smith Barney 2004 - 2009
Graham & Dodd Value Fund 2003 - 2004
UBS 1996 - 2003
Oppenheimer & Co. 1980 - 1996
Skills
Investments, Alternative Investments, Strategy, Asset Management, Due Diligence, Financial Analysis, Equities, Start-ups, Entrepreneurship, Business Strategy
Education
McGill University
BA, Montreal, Canada
University of Bordeaux
Bordeaux, France
American University of Paris
Paris, France
Under the Radar & Coming to Life 2014 - Present
North Carolina Real Estate 2014 - Present
Appnext 2015 - 2015
MOBARIO (ran out of funding) 2013 - April 2014
William Hill 2011 - 2013
dmg - DSNR Media Group 2010 - 2011
dmg - DSNR Media Group 2009 - 2010
S-Cube Financial Consulting Ltd 2008 - 2009
Advanced Equities 2007 - 2008
Aon Consulting 2005 - 2005
Skills
Online Advertising, Business Development, Python, Selenium, Online Marketing, Start-ups, Mobile Advertising, Strategic Partnerships, SEO, Mobile Devices, New Business Development, Email Marketing, Mobile Marketing, CRM, Management, Entrepreneurship, Account Management, Social Media Marketing, SEM, International Sales, Sales Management, Social Media, Product Management, Social Networking, Marketing, Lead Generation, Analytics, Android, E-commerce, Advertising, Digital Marketing, Digital Strategy, Marketing Communications, Digital Media, Google Analytics, Strategy, Mobile Applications, Web Marketing, HTML 5, Affiliate Marketing, Web Analytics, Media Buying, Diplomacy, Conversion Optimization, Campaign Management, Monetization, Marketing Management, Microsoft Excel, Financial Modeling, Web Scraping
Education
Durham Technical Community College
Computer Programming, Specific Applications
The Interdisciplinary Center 2003 — 2007
BA, Diplomacy, Government, & Strategy
Ono Academic College 2009 — 2014
MBA, Finance & Marketing
JP Morgan August 2003 - Present
A.G. Edwards & Sons, Inc. January 2002 - August 2003
Advanced Equities June 2001 - January 2002
Skills
Wealth Management..., Strategic Financial..., Investments, Loans, Mergers & Acquisitions, Estate Planning, Asset Allocation, Banking, Private Equity, Valuation, Credit Analysis, Financial Modeling, Financial Analysis, Commercial Banking, Credit, Portfolio Management, Hedge Funds, Corporate Finance, Commercial Lending, High Net Worth..., Small Business Lending
Education
University of Notre Dame - Mendoza College of Business 2009 — 2011
Masters, Business Administration
Truman State University 1996 — 2001
Bachelors of Science, Finance
Quincy Notre Dame 1992 — 1996
Digital Element, Inc May 2009 - Present
Advanced Equities October 2005 - November 2008
Wachovia Securities, LLC January 2002 - July 2005
Education
New York University 1995 — 1997
Corporate Finance
Boston University 1993 — 1995
Manufacturing Engineering
Blair Academy
Diploma
Saint Andrew's School
Advanced Equities July 2010 - Present
Equity Office Properties Trust August 2009 - May 2010
ORIX Real Estate Capital. Inc. July 2004 - March 2009
Grosvenor Capital Management October 2003 - June 2004
Heitman 2002 - September 2003
Heitman June 1999 - December 2002
National-Louis University 1992 - 1993
Skills
Partnership Tax Returns, K-1s, GAAP Financial..., Investran, LLC Operating Agreements, IRR, Total Return, Capital Calls, Distributions, Redemptions, SEC Audits, Finra Audits, Capital IQ, Sungard, Treasury Management, Risk Management, Operating Budgets, Budget Process, Loan Agreements, Loan Compliance, Joint Ventures, Partnerships, FAS, Yardi Voyager, SOX Compliancy, GL, Consolidation, IAS 39, UNAV, NCREIF, Valuation, Financial Audits, GAAP, Investments, Accounting
Education
DePaul University 1994 — 1997
BS, Accounting
Charles Schwab June 2014 - Present
CNA Insurance October 2013 - June 2014
Advanced Equities October 2011 - November 2012
David A. Noyes & Co. February 2009 - September 2011
Cytrade Futures June 2008 - February 2009
Skills
Project Management, Multi Tasking, Writing, Financial Analysis, Personnel Management, Private Equity, Investments, FINRA, Series 7, Uniform Combined State..., Series 24, Venture Capital, Options, Fixed Income, Finance, Analysis, Alternative Investments, Investment Advisory, Series 65, Asset Management, Securities, Mutual Funds, Private Placements, Series 63
Education
DePaul University 2004 — 2008
Bachelor's Degree, Finance, General
DePaul University 2004 — 2008
Bachelor's Degree, Economics
none Photographer/Inspector Virtual AssistantAIG Real EstateNovember 2011 - November 2011
Klub K-9 Dogcare October 2010 - August 2011
Advanced Equities January 2001 - January 2010
First Allied Securities May 2001 - February 2009
First Allied Securities May 2001 - February 2009
National University October 1995 - May 2001
National University May 1996 - April 2001
Mitchell Instrument Company September 1993 - February 1996
National University March 1995 - January 1996
MISTIX March 1993 - October 1993
Education
The National University
Bachelors of Science, Information Technology with
R7 Partners August 2015 - Present
Roth Capital Partners January 2013 - August 2015
Advanced Equities December 2008 - January 2013
Advanced Equities October 2007 - December 2008
First Allied Securities March 2006 - October 2007
Citigroup March 2003 - February 2006
Cellpoint Inc, January 2002 - February 2003
Skills
Salesforce.com, Quickbooks, Microsoft Office, Venture Capital, Private Equity, Start-ups, Mergers, Investments, Asset Managment, Strategic Planning, New Business Development, Business Strategy, Due Diligence, Equities, Entrepreneurship, Business Development, Financial Analysis, Marketing, Investment Banking, Alternative Investments, Series 7, Management, Investor Relations
Education
University of Illinois at Urbana-Champaign 1996 — 1998
BA, Economics, LAS
Advanced Equities April 2011 - Present
DHL May 2008 - June 2009
GlaxoSmithKline May 2007 - April 2008
Skills
Risk Management, Financial Analysis, Management, Marketing, Analysis
Education
Golden Gate University 2009 — 2011
University of Sunderland 2002 — 2007
Bachelor, Business Information Technology
Ecole Al Jabr
gracemason advisors llc 2014 - Present
Glenview Il Fire Department 1994 - 2015
Advanced Equities 2011 - 2013
TNL Asset Management LLC 2010 - 2012
National Realty Network September 2006 - December 2009
Guthrie Realty Services 1999 - 2006
Independent Contractor 1999 - 2001
Skills
Investments, Asset Management, Series 7, Financial Advisory, Alternative Investments, 457 Plans, Rollovers, Private Placements
Education
Loyola University of Chicago 1988 — 1992
Bachelor's Degree
VinaKom March 2010 - June 2010
Advanced Equities 2000 - 2002
Rodman & Renshaw 1991 - 1997
Bear Stearns 1990 - 1991
Education
Eastern Michigan University 1985 — 1987
Rocky Mountain Bank January 2015 - Present
Wells Fargo Advisors, LLC July 2012 - January 2015
SunTrust Robinson Humphrey July 2010 - July 2012
The LS Group May 2009 - August 2009
Advanced Equities June 2008 - August 2008
Skills
Financial Modeling, Analysis, Research, Capital Markets, Corporate Finance, Excel, Financial Analysis, Investments
Education
University of Georgia - Terry College of Business 2006 — 2010
BBA, Finance
SellPoints, Inc. August 2012 - Present
Pharus Capital, LLC January 2011 - Present
Matrix Capital Group, Inc. March 2010 - January 2011
JBO, LLC May 2009 - December 2010
Advanced Equities May 2007 - May 2009
Xyience, Inc September 2006 - April 2007
AA Capital Partners April 2004 - August 2006
GE Healthcare, Imaging and Information Systems June 1999 - March 2004
U.S. Army June 1995 - June 1999
Skills
Due Diligence, Investment Banking, Financial Modeling, Venture Capital, Corporate Development, Private Equity, Mergers, Corporate Finance, M&A experience, Valuation, Business Strategy, Capital Markets
Education
The University of Chicago Booth School of Business 2001 — 2004
MBA
Marquette University 1991 — 1995
Bachelor of Science (B.S.)
Atomic Omelette & Grill October 2012 - Present
Twenty One Capital February 2011 - August 2012
Inglet Blair 2012 - 2012
Advanced Equities September 2006 - February 2010
Bear Stearns Global Clearing San Francisco 2001 - 2006
Smith Barney July 1996 - April 2001
Sutro 1996 - 1997
Skills
Trading, Securities, Venture Capital, Client Service, Capital, Compliance, Investments, Asset Management, Due Diligence, Private Equity, Hedge Funds, Investment Banking, Mergers, Risk Management, Management Consulting, Business Strategy, New Business Development, Investor Relations, Start-ups, Wealth Management, Alternative Investments, Operations Management, Customer Relations, Equities, Emerging Markets, Asset Managment, Mergers & Acquisitions, Financial Services, Portfolio Management, Capital Markets, Investment Strategies, Corporate Finance, Fixed Income, Customer Service, Funding, Series 7, Banking, Cash Management, Financial Advisory, Financial Risk, Leadership, Entrepreneurship, Strategic Financial..., Executive Management, Joint Ventures, Management, IPO, Finance, Options, Mutual Funds
Education
Luby's Cafeteria School of Management 1981 — 1981
The University of Texas at Austin
Advanced Equities August 2011 - December 2012
Skills
Financial Modeling, Investments, Financial Analysis, Securities, Options, Equities, Portfolio Management, Private Equity, FINRA, Risk Management, Strategy, Banking
Education
Miami University 2006 — 2010
B.S, Economics
Solon High School 2002 — 2006
Carbon Vision March 2012 - February 2013
Oppenheimer & Co. September 2010 - 2012
Delaware Street Capital August 2007 - January 2009
Advanced Equities April 2005 - August 2007
Bank One 1998 - 2002
Bear Stearns 1994 - 1998
Salomon Brothers 1990 - 1994
Skills
Venture Capital, Private Equity, Alternative Investments, Hedge Funds, Mutual Funds, Investor Relations, Alternative Energy, Asset Allocation, Investment Advisory, Investments, Equities, Mergers & Acquisitions, Capital Markets, Investment Banking, Financial Structuring, Strategic Financial..., Financial Planning
Education
Middlebury College 1978 — 1982
BA, Economics
Morgan Stanley September 2013 - Present
Morgan Stanley October 2011 - September 2013
Advanced Equities December 2009 - October 2011
Skills
Investments, Asset Allocation, Alternative Investments, Portfolio Management, Fixed Income, Equities, Investor Relations, Finance, Relationship Management, Series 7, Uniform Combined State..., Series 63, Wealth Management, Account Maintenance, Investment Strategies, Mutual Funds, Retirement Planning, Investment Advisory, Financial Analysis, Asset Managment, Asset Management, Private Equity, Banking, Friendly Personality, FINRA, Strategy, Microsoft Office, Financial Modeling
Education
Augustana College 2005 — 2009
Business Administration, Finance, International Business, Economics
CDK Global (Formerly ADP Dealer Services) September 2014 - Present
CNA Insurance February 2013 - September 2014
Advanced Equities May 2011 - February 2013
Woodfield Fund Administration, LLC June 2010 - January 2011
Chicago Property Services, Inc. October 2008 - March 2010
Skills
Accounting, QuickBooks, Financial Statements, Invoicing, Tax Returns, Access Database, Investran, SunGard products, mPartner, Bloomberg Terminal, Microsoft Excel, PowerPoint, Microsoft Word, Vlookup, Pivot Tables, Linedata products, mFact, Compliance 11, Capital IQ, Salesforce.com, Private Equity, Equity Valuation, Notary Public, Internal Controls, Valuation, Hedge Funds, Finance, Account Reconciliation, vlook, Hyperion Enterprise, Visio, Oracle Applications, Merlin, SOX Compliancy, Process Flow, Process Flow..., Process Flow Charts
Education
DePaul University
Bachelor of Science in Commerce, Accounting, Magna Cum Laude
DePaul University
Bachelor of Science (B.S.), Accounting
Palatine High School
First Trust June 2014 - Present
Equus Financial Consulting November 2012 - Present
Advanced Equities April 2010 - November 2012
Connelly Roberts & McGivney LLC July 2007 - December 2009
Skills
Investments, Equities, Financial Advisory, Unit Investment Trusts, Alternative Investments, Capital Markets, Private Equity, Venture Capital, Due Diligence, Private Placements, Hedge Funds, Securities, Investment Banking, Valuation, Asset Management
Education
Michigan State University College of Law 2004 — 2007
Juris Doctor, Legal Studies
Michigan State University 1995 — 1999
Bachelor of Arts - Business, Eli Broad College of Business
Duff & Phelps August 2013 - Present
DreamLink February 2011 - Present
Duff & Phelps July 2011 - August 2013
Diamond Hill Investments January 2011 - June 2011
Shell Oil Company May 2010 - September 2010
Commerce National Bank June 2006 - May 2010
Copper Run Capital 2009 - 2009
Advanced Equities June 2008 - September 2008
Skills
Kicking Ass, Valuation, Finance, Private Equity, Investment Banking, Venture Capital, Financial Analysis, Financial Modeling, Mergers & Acquisitions
Education
The Ohio State University 2005 — 2010
BS, Finance, Economics, Russian
Paulson Investment Company, LLC July 2015 - Present
Windy City Financial Holdings June 2014 - July 2015
Gryfon Advisors, LLC April 2013 - July 2015
Gentry Capital Advisors July 2012 - April 2013
Advanced Equities November 2009 - June 2012
Zacks Investment Research 2007 - 2008
Elite Mortgage Concepts of Southwest Florida 2004 - 2007
Azure Adventures 2002 - 2006
Merrill Lynch 1999 - 2004
Skills
Private Equity, Venture Capital, Alternative Investments, Investment Banking, Hedge Funds, Equities, Valuation, Investments, Private Placements, Financial Advisory, Start-ups, Securities, Capital, Financial Services, Capital Raising, Financial Structuring, Growth Capital, Entrepreneurship, Finance, Fixed Income, Real Estate, New Business Development, Cleantech, Due Diligence, Corporate Development, Credit, Wealth Management, Debt, Solar Energy, Biofuels, Wind Power, Fuel Cells, Electric Vehicles, Semiconductor Industry, Angel Investing, Strategic Partnerships
Education
University of Illinois at Urbana-Champaign 1993 — 1996
Bachelor of Arts, History, Political Science
University of Illinois Springfield 1996 — 1998
Master of Arts, History
Arizona State University 1991 — 1994
hinsdale central 1988 — 1991
IE Design September 2010 - Present
Fashion Institute of Design and Merchandising November 2007 - April 2010
Advanced Equities August 2007 - October 2009
Skills
Public Relations, Social Media, Social Networking, Blogging, Brand Development, Fashion, Advertising, Copywriting, Creative Direction, Social Media Marketing, Online Marketing, Facebook, Photoshop, Illustrator, Fashion Writing, Textile Design
Education
Style Design College 2014 — 2015
Certificate of Interior Design, Interior Design
Brigham Young University 2002 — 2007
Bachelor of Arts (BA), Communications, Advertising
Paulson Investment Company January 2013 - Present
Advanced Equities April 2009 - January 2013
The Maxim Group January 2004 - January 2007
Lehman Brothers February 1999 - December 2003
Skills
Private Equity, Equities, Investments, Venture Capital, Wealth Management, Alternative Investments, Strategy, Investment Banking, Valuation, Cleantech, Due Diligence, Risk Management, Emerging Markets, Mergers & Acquisitions, Capital Markets, Private Placements, Financial Structuring, Trading, Asset Management, Hedge Funds, Financial Modeling, Portfolio Management, Options, Securities, Entrepreneurship, Corporate Finance, Financial Markets, Start-ups, Capital Raising
Education
University of California, Los Angeles 1976 — 1980
bach, business
Paulson Investment Co. August 2014 - Present
Osborne Partners Capital Managment March 2012 - August 2014
Advanced Equities July 2009 - March 2012
Fisher Investments October 2002 - July 2009
BancWest Investments March 1999 - October 2002
Wells Fargo Securities 1997 - 1999
Skills
Investments, Portfolio Management, Wealth Management, Venture Capital, Alternative Investments, Sales Management, Finance, Private Equity, Due Diligence, Direct Sales, Management, Hedge Funds, Sales Recruitment, National Sales Training, Sales Rep Training, Marketing Strategy, Business Development, Recruiting, Leadership, Investment Banking, Asset Management, Securities, Series 7, Telemarketing, Real Estate Investor, 1031 Exchanges, Equities, Series 63, Series 65, Series 24, Corporate Finance, Investment Strategies, Investment Management
Education
University of California, Davis
OpTerra Energy Services (formerly Chevron Energy Solutions) June 2014 - March 2015
Chevron Energy Solutions September 2012 - September 2014
Chevron Energy Solutions June 2011 - August 2012
Stone & Youngberg January 2011 - April 2011
Advanced Equities January 2010 - January 2011
Advanced Equities April 2008 - December 2009
Skills
Marketing, Marketing Strategy, Management, Lead Generation, Market Research, Marketing Automation, Leadership, Demand Generation, Salesforce.com, CRM, Business Strategy, Marketo, Email Marketing, Content Marketing, Social Media Marketing, Business Development, Sales, Microsoft Excel, PowerPoint, Account Management, Customer Service, Strategy, Customer Acquisition, Start-ups, SEO, Content Strategy, Online Marketing
Education
University of California, Berkeley
BA, Psychology, 3.85 GPA
Novato High School 1999 — 2003
Universal Merchant Brokers LLC. September 2013 - Present
Bankers Life and Casualty June 2011 - May 2013
Advanced Equities October 2007 - June 2011
Webster Bank 2003 - 2007
Bank of America 2000 - 2003
Sands Brothers Asset Management, LLC 1995 - 2000
Skills
Private Equity, Investments, Wealth Management, Strategic Financial..., Strategic Planning, Editing, Clean Technology, Start-ups, Due Diligence, Venture Capital, Cleantech, Mergers, Asset Managment, New Business Development, Venture Financing, Health Insurance, Insurance, Mergers & Acquisitions, Asset Management, Management, Finance, Equities, Leadership, Fixed Annuities, Portfolio Management, Business Development, Sales, Financial Planning, Banking, Sales Management
Education
Georgia Institute of Technology 2007 — 2009
Advanced Degree Private Equity, Green Technology / Biosciences
Independent Financial Group LLC September 2014 - Present
Health Sabbatical April 2011 - September 2014
S.P. Shaughnessey & Company March 2002 - April 2011
Advanced Equities June 2007 - March 2010
Merrill Lynch October 2005 - June 2007
A.G. Edwards & Sons, Inc. June 1998 - March 2002
Merrill Lynch July 1995 - June 1998
Skills
Finance, Entrepreneurship, Leadership, Investments, Financial Planning, Strategic Planning, Investment Management, Wealth Management, Asset Management, Management, Financial Advisory, Financial Services, Small Business, Securities, Venture Capital, Insurance, Investment Advisory, Marketing, Retirement Planning
Education
University of Missouri-Columbia 1990 — 1994
BA, History
The Academy of the New Church 1987 — 1990
H.C. Wainwright & Co., LLC December 2014 - Present
Maxim Group, LLC July 2010 - November 2014
Advanced Equities November 2007 - July 2010
Matrix Investment Research/Matrix USA LLC June 2007 - November 2007
Merrill Lynch February 2007 - June 2007
Merrill Lynch August 2006 - February 2007
Astor Realty July 2002 - February 2007
Skills
Private Equity, Investment Banking, Venture Capital, Investments, Alternative Investments, Equity Research, Mergers & Acquisitions, Equities, Finance, Hedge Funds, Mergers, Banking, Securities, Capital Markets, Valuation, Trading, Bloomberg, Asset Management, Bonds, Due Diligence, Series 7, Series 63, Series 79, Risk Management, Bloomberg Terminal, Corporate Finance, Emerging Markets, Fixed Income, Financial Modeling, Wealth Management, C/C++ STL
Education
City University of New York-Baruch College - Zicklin School of Business 2002 — 2007
BBA
Long Island City High School 2000 — 2002
high school Diploma
DePaul University September 2013 - Present
KPMG January 2015 - March 2015
Ann Sather's Restaurant July 2012 - January 2014
Advanced Equities September 2012 - November 2012
Gap Inc. June 2010 - July 2012
Skills
Sales, Customer Service, Series 7, PowerPoint, Operations Management, Microsoft Excel, Microsoft Word, Excel, Word, Accounting, Tax Accounting, Risk Management, Microsoft Office, Financial Analysis, Public Speaking
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2013 — 2015
Master's Degree, Accounting, 3.66 GPA
University of Arizona, Eller College of Management 2007 — 2011
Bachelor of Science in Business Administration, Marketing with a focus in Sales Management and Sports Management
loyola academy
Castle Metals July 2015 - Present
Perl Mortgage April 2013 - July 2015
Perl Mortgage June 2012 - April 2013
Advanced Equities January 2012 - June 2012
Advanced Equities January 2011 - January 2012
JPMorgan Chase January 2007 - January 2011
Skills
Customer Service, Outlook, PowerPoint, Microsoft Excel, Sales, Microsoft Word, Management, Loans, Encompass, Mortgage Lending, Investments, DocMagic Online, Software Documentation, Residential Mortgages, Organization Skills, Mortgage Servicing, Time Management, Oracle
Education
Aurora University 2006 — 2010
Bachelor of Arts (B.A.), Business Administration and Management, General, GPA: 3.8/4.0
Panasonic USA June 2014 - Present
Advanced Equities January 2012 - August 2013
Edward Don & Company June 2006 - July 2010
Restaurant.com February 2006 - June 2006
Chase Bank August 2005 - February 2006
Wyndham International June 2003 - April 2005
Skills
Salesforce.com, Customer Service, Microsoft Excel, Training, SAP, Salesforce.com..., Microsoft Office, Forecasting, Management, PowerPoint, Accounting, Access, Outlook, PL/SQL, Microsoft Access, Microsoft PowerPoint, Project Management
Education
DeVry University 2013 — 2015
Bachelor of Science, Technical Managment
Northern Illinois University 1998 — 2003
Northern Illinois University - College of Business 1998 — 2003
Business Administration
Manhattan Venture Partners July 2014 - Present
citizen.vc 2014 - July 2014
Gentry Capital Advisors(Now GSV Financial Group) February 2013 - February 2014
Elite Entertainment Technologies, LLC. April 2012 - February 2014
Advanced Equities March 2011 - April 2012
Morgan Stanley Smith Barney July 2010 - March 2011
StudentCity.com 2008 - 2010
Traxi LLC June 2008 - August 2008
Xtreme Trips 2006 - 2008
CMX Engineering (Formally Schoor DePalma) June 2006 - August 2006
Skills
Venture Capital, Alternative Investments, Financial Analysis, Real Estate, Start-ups, Private Placements, Investments, Private Equity Funding, Private Equity, Financial Services, Alternative Energy, Raising Venture Capital, Finance, Investment Banking, Portfolio Management, Equities, Analysis, Secondary Market, Marketing, Mergers & Acquisitions
Education
University of Maryland College Park 2006 — 2010
BS Marketing, Robert H Smith School of Business
University of New South Wales 2009 — 2009
The Australian School of Business, International Marketing and Ethics
GAM August 2011 - Present
New York Army National Guard September 2004 - Present
US Army April 2014 - November 2014
Morgan Stanley May 2010 - August 2011
Advanced Equities September 2008 - April 2009
AG Edwards Burke Group-Investments January 2007 - May 2007
American Roland Food Corporation October 2003 - January 2006
Skills
Microsoft Excel, PowerPoint, Outlook, Alternative Investments, Microsoft Office, Financial Modeling, Hedge Funds, Equities, Valuation, Fixed Income, Series 7, Microsoft Word, Series 63, Financial Analysis, Mutual Funds, Investments, Bloomberg, Asset Managment, Asset Allocation, Risk Management, Derivatives, Finance, Asset Management, Analysis, Investment Strategies
Education
Fordham University 2004 — 2008
BS, Business Administration-Finance
Xavier High School 2000 — 2004
Jackson National Asset Management, LLC July 2014 - Present
Jackson National Asset Management, LLC August 2012 - July 2014
Advanced Equities July 2011 - July 2012
Traders Investment Exchange January 2011 - June 2011
Honey-Can-Do International LLC May 2009 - August 2010
Skills
Access, Accounting, Equities, Financial Analysis, Financial Modeling, Microsoft Word, Mutual Funds, Options, Private Equity, SQL, Sales, Trading
Education
Loyola University of Chicago 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Advanced Equities 2012 - 2012
Skills
Venture Capital, Private Equity, Series 7
Education
University of Illinois at Urbana-Champaign
State Street November 2014 - Present
Hertz March 2013 - September 2014
Pace University May 2012 - September 2012
Advanced Equities May 2012 - August 2012
Lincoln Financial Group January 2012 - May 2012
Skills
Investments, Microsoft Excel, Customer Service, Microsoft Word, Financial Analysis, Outlook, Social Networking, Data Analysis, Social Media, Teamwork, Team Leadership, Insurance, Financial Accounting, Microsoft PowerPoint, Self Driven, Retirement Planning, Forecasting, Account Reconciliation, Minitab, Microsoft CRM, Team Oriented, interpersonal, Economics, Accounts Receivable, Financial Planning, Debt Management, Risk Management, tax, Capital Budgeting, Logistics, English, HTML, Java, Oracle SQL Developer, MS Excel Pivot Tables, Visual Basic, SAP, Corporate Tax, hCue, Tax Compliance, Payroll Taxes, Crystal Reports, CSS, Hyperion Enterprise, Financial Reporting
Education
State University of New York at New Paltz 2013 — 2014
Bachelor of Applied Science (B.A.Sc.), Accounting
Pace University - Lubin School of Business 2008 — 2012
Finance/Economics
Milford Academy prep
State University of New York at New Paltz
Bachelor of Science (BS), Accounting
middletown High school
Feltl and Company November 2012 - Present
Advanced Equities May 2005 - November 2012
Lehman Brothers January 2000 - May 2005
Cowen and Company January 1990 - January 2000
Hambrecht & Quist December 1987 - January 1990
Oppenheimer & Co. May 1985 - December 1987
Bear Stearns October 1982 - May 1985
Various Financial Firms May 1975 - October 1982
Skills
Securities, Due Diligence, Financial Services, Capital Markets, Asset Allocation, Fixed Income, Mutual Funds, Investment Strategies, Valuation, FINRA
Education
University of Missouri-Columbia 1969 — 1974
BA, MS, History, Geography
Dell SonicWALL March 2013 - Present
UBS March 2014 - March 2014
Symantec October 2013 - December 2013
(CFE) Computers For Everyone August 2012 - December 2013
Unisys/Smartech April 2013 - April 2013
HobbyEngineering.com March 2013 - March 2013
Triumph Dining November 2012 - December 2012
Klub K9 Doggy Daycare October 2010 - August 2011
Advanced Equities June 2008 - February 2010
Wells Fargo May 2005 - June 2008
Skills
Technical Support, Customer Service, Microsoft Office, Outlook, Microsoft Excel, Microsoft Word, PowerPoint, Team Leadership, Windows xp, windows 7, windows 8, vm ware
Education
National University 1995 — 1998
Bachelor of Science (B.Sc.), Information Technology, B-
Kearny High School 1970 — 1972
Graduation (10 - 12), General, B-
The Entrust Group July 2012 - Present
Advanced Equities October 2011 - February 2012
The University Funds October 2009 - July 2011
Partner Royal Kaanapali Real Estate Company May 2002 - September 2005
Skills
Investments, Asset Managment, Due Diligence, Portfolio Management, Financial Analysis, Business Development, Strategic Financial..., Financial Services, Real Estate, New Business Development, Financial Modeling, Strategic Planning, Wealth Management, Alternative Investments, Mortgage Lending
Education
Seattle University
Bachelor of Science (BS)
The Ohio State University
Master's degree
ccim
David A. Noyes & Co. October 2014 - Present
Thrivent Financial April 2014 - October 2014
Big Three January 2011 - April 2014
Advanced Equities April 2012 - January 2013
Chicago Investment Group November 2002 - September 2010
Advanced Equities July 1999 - November 2002
Primex Trading December 1997 - July 1999
W.J. Nolan & Company August 1997 - November 1997
Skills
FINRA, Investments, Series 7, Series 63, Options, Series 24, Alternative Investments, Equities, Wealth Management, Trading, Securities, Asset Managment
Education
Roosevelt University
Business/Political Science
Saint Xavier University 1991 — 1995
Bachelor of Arts; Graduate B.A, Political Science
Cook County State's Attorney's Office
InternshipCook County State's Attorney's Office
Roosevelt University
Masters Program, Business/Political Science
K. Hovnanian Homes April 2012 - Present
Meritage Homes August 2010 - April 2012
Advanced Equities October 2009 - August 2010
Toll Brothers, Inc. May 2006 - May 2009
Trend Homes April 2004 - April 2006
Skills
Email Marketing, Advertising, Marketing Strategy, Online Advertising, Copywriting, Event Planning, Direct Mail, Marketing Communications, Construction, Real Estate, Digital Marketing, Homebuilding, Brand Development, Budgets, Outdoor Advertising, Department Budgeting, Marketing Research, Trade Shows, Brand Management, Staff Supervision, Development Of Employees
Education
University of Phoenix 2011 — 2013
Master of Business Administration (M.B.A.)
Arizona State University 2001 — 2004
BS
Real Estate Learning Center 2007 — 2007
Real Estate Salesperson License
Desert Vista High School 1997 — 2001
Diploma
StockOx January 2013 - Present
Sycamore Flower Shop + Bar June 2008 - Present
Advanced Equities April 2007 - June 2008
LX.TV Life/Style Television November 2006 - April 2007
AKF Engineers September 2004 - June 2006
Education
The University of Texas at Austin 1999 — 2004
Bachelor of Science in Electrical Engineering
U.S. Bank 2014 - Present
US Bank 2011 - 2014
Bank of America 2009 - 2011
LaSalle Bank 2007 - 2009
Aon Hewitt 2004 - 2007
Xerox Capital Services, LLC 2001 - 2004
Advanced Equities 2001 - 2001
Skills
Investments, Financial Modeling, Fixed Income, Equities, Financial Services, Finance
Education
Illinois State University 1997 — 2001
Bachelor of Science, Finance
Northern Trust Securities, Inc. October 2011 - Present
Advanced Equities July 2010 - October 2011
Advanced Equities October 2008 - September 2010
Advanced Equities, Inc. January 2007 - October 2008
Advanced Equities August 2004 - January 2007
Urban Gateways June 2003 - July 2004
Education
University of Illinois at Chicago 1998 — 2002
BA, Political Science
Booth Centennial Healthcare Linen Services January 2014 - Present
Independent Broker Network Inc. 2013 - Present
Public Services Health and Safety Association 2011 - Present
Family Day Care Services 2006 - Present
Booth Centennial Healthcare Linen Services 2009 - January 2014
Knowledge First Financial April 2008 - 2012
Advanced Equities September 2006 - March 2008
Foresters March 2000 - January 2006
Foresters October 1995 - February 2000
Allstate Insurance April 1988 - September 1995
Skills
Corporate Development, Governance, Insurance, Wealth Management, Strategic Planning, Mergers, Risk Management, New Business Development, Start-ups, Change Management, Strategy Development, Marketing Strategy, Innovation, Sales Management, Management Consulting, Executive Management, Restructuring, Profitable Growth, Large Scale Change..., International Business, Investment Banking, Corporate Governance, Equities, Banking, Strategy, Strategic Financial..., Third Party..., Distribution Strategies, Quantitative Research, Financial Services, Leadership, Corporate Finance, Program Management, Marketing, Business Planning, Business Strategy, Due Diligence, Financial Analysis, Mergers & Acquisitions, Mutual Funds, Venture Capital, Financial Planning
Education
Saint Mary's University 1985 — 1987
MBA, Marketing and Finance
York University 1982 — 1985
BA, Economics
Harvard University, John F. Kennedy School of Government
University of Toronto - Rotman School of Management
RBC Capital Markets March 2014 - Present
RBC Capital Markets March 2011 - Present
J.P. Morgan Securities October 2009 - March 2011
Legend Merchant Group January 2009 - April 2009
Advanced Equities August 2007 - November 2008
Legend Merchant Group February 2007 - August 2007
HiFX July 2006 - January 2007
Skills
Series 7, Series 63, Series 65, Series 55, Asset Management, Mergers & Acquisitions, Wealth Management..., Alternative Investments, Securities, Options, Hedge Funds, Bloomberg, Asset Allocation, Wealth Management, Equity Research, Mutual Funds, Brokerage, Valuation, Strategic Financial..., Financial Services, Stocks, Technical Analysis, High Net Worth..., Relationship Management
Education
University of Oregon 2002 — 2006
BS, Economics, Business
Napier University 2005 — 2006
European Economics
Broadmark Asset Management LLC September 2013 - Present
Secure Strategy Group, LLC July 2013 - Present
Revere Capital Advisors LLC January 2008 - August 2013
Advanced Equities August 2007 - January 2008
The Steele Foundation 2006 - 2007
Wells Fargo Private Bank 2005 - 2006
WestLB Panmure 2001 - 2004
Thomas Weisel Partners 2000 - 2001
Volpe Brown Whelan 1999 - 2000
Yorkton Securities Inc. (now Macquarie Capital Markets) 1996 - 1999
Skills
Hedge Funds, Private Equity, Investments, Equities, Asset Managment, Fund Of Funds, Capital, Business Development, Investment Strategies, Alternative Investments, Investment Management, Management, Emerging Markets, Asset Management, Financial Advisory, Strategy, Investor Relations, Investment Advisory, Equity Research, Finance, Capital Markets, Due Diligence
Education
Richmond, The American International University in London 1994 — 1994
MBA
Pepperdine University, The George L. Graziadio School of Business and Management
Certificate in Financial Management for the Family Office [CFMFO]
St. Mary's College of California
Bachelor of Science (BS)
The Thacher School
NYU/Bellevue Hospital Center & Kirby Forensic Psychiatric Center July 2014 - June 2015
VA NY Harbor Healthcare System, Manhattan Campus July 2013 - June 2014
Max & Celia Parnes Clinic September 2010 - June 2014
NYU/Bellevue Hospital Center July 2012 - June 2013
Queens Children's Psychiatric Center September 2011 - August 2012
Mount Sinai Medical Center October 2007 - September 2011
Mechanical Engineering Magazine, American Society of Mechanical Engineers August 2009 - August 2010
The Rockefeller Foundation September 2008 - February 2009
Advanced Equities November 2007 - September 2008
Skills
Psychology, Psychological Assessment, Cognitive Assessment, Crisis Counseling, Mandarin, Writing, Editing, Research, SPSS, Non-profits, Crisis Intervention, Nonprofits, Psychotherapy, Psychological Testing, Clinical Psychology, Mental Health, Forensic Psychology, Family Therapy, CBT
Education
Ferkauf Graduate School of Psychology, Yeshiva University 2010 — 2015
Psy.D., Clinical Psychology
City University of New York-John Jay College of Criminal Justice 2008 — 2011
MA, Forensic Psychology
Baruch College, City University of New York (CUNY) 2008 — 2008
Intermediate Arabic
Kenyon College 2003 — 2007
BA, Drama, Psychology, Chinese
Middlebury College 2006 — 2006
Intensive Mandarin Chinese
Miss Porter's School 1999 — 2003
Family Office - Private March 2014 - Present
Felix Investments September 2009 - March 2014
Advanced Equities May 2006 - September 2009
Sands Brothers 1997 - 2001
Skills
Private Equity, Entrepreneurship, Alternative Investments, Investments, Venture Capital, Business Strategy, Start-ups, Investor Relations, Mergers, Business Development, Investment Banking, Due Diligence, Corporate Development, Equities, New Business Development, Private Placements, Valuation, Mergers & Acquisitions, Executive Management, Funding, Emerging Markets, IPO, Corporate Finance, Trading, Asset Management, Strategy, Hedge Funds, Project Finance, Capital, Business Planning, Management Consulting, Restructuring, Strategic Partnerships
Education
Pace University 1985 — 1990
Advanced Equities Event Sales ManagementMcCormick & Schmick's - Gold Coast2005 - Present
Education
DePaul University 1984 — 1988
Two Sigma Investments May 2014 - Present
J.P. Morgan November 2009 - April 2014
Advanced Equities September 2008 - November 2009
Elmira Jackals, Chicago Hounds, Columbia Inferno (ECHL, UHL, AHL) October 2005 - May 2008
Skills
Equities, Hedge Funds, Series 7, Alternative Investments, Investments, Securities, Asset Allocation, Asset Management
Education
Miami University 2002 — 2005
B.S., Accounting
Brown University 2000 — 2001
Dell services - Stanford Children hospital July 2015 - Present
AS Watson June 2013 - June 2015
Toll Global Forwarding March 2010 - June 2013
Advanced Equities January 2007 - January 2010
Skills
Cisco Nexus, Cisco IOS, Cisco ASA, Cisco Routers, Checkpoint Security, F5 BigIP, Riverbed, RSA SecurID, Cloud Computing, Network Security, Data Center, Networking, Windows Server, Ruckus, IT Management, IT Operations, Integration, Vendor Management, Visio, ITIL Certified, Cisco Certified, Microsoft Certified..., Cisco VPN, Dell Switches, Firewalls, TCP/IP, Security, Cisco Technologies, Routers, Switches, VPN, Troubleshooting, CCNA, Network Design, OSPF, BGP
Education
California State University-Hayward 1999 — 2001
Bachelor of Business Administration (BBA), Computer and Information Sciences
City College of San Francisco
Presidential Brokerage June 2012 - Present
VALIC July 2009 - June 2012
MBC Wealth Management July 2008 - July 2009
VALIC May 2002 - May 2008
Advanced Equities July 2001 - February 2002
Skills
Retirement Planning, College Savings Plans, Mutual Funds, Annuities, Managed Accounts, Insurance Planning, Long Term Care, Fixed Income, Long-term Care, Fixed Annuities, Financial Planners, Finance, Wealth, Investments, Retirement, IRAs, 401k, Certified Financial..., Financial Planning, Managing Accounts
Education
DePaul University 2006 — 2007
Foundation degree, Financial Planning and Services
University of Missouri-Columbia 1997 — 2000
Bachelor of Arts (BA), Interdisciplinary Studies
Advanced Equities February 2007 - Present
Laurels Medical Services June 2001 - 2009
Education
University of California, Santa Barbara 2005 — 2007
BA, Business Economics with emphasis in accounting
Thornton Township High Schools District 205 September 2013 - March 2015
Advanced Equities April 2007 - August 2013
AFTER HOURS FORMALWEAR (f/k/a GINGISS GROUP) December 2002 - August 2004
Gingiss Group January 1997 - December 2002
Skills
Employee Recruitment, Staff Training &..., Performance Evaluation, Organizational Planning, Policy & Procedures..., Creative Problem-Solving, Conflict Resolution, Interpersonal &..., Program Development, Employee Relations, Peer Engagement, Versatile Communications, Management, Budgets, •Microsoft word,..., Salesforce.com Centrix,..., Adaptable to Changes, Performance Appraisal, Leadership Development, Recruiting, Strategic Planning, Temporary Placement, Coaching, Nonprofits, Change Management, Personnel Management, Team Building, Hiring, Training, Leadership, Human Resources, Customer Service, Payroll, New Hire Orientations, Microsoft Excel, Microsoft Office, Finance, Onboarding, Interviews, Time Management, Organizational..., Talent Management
Education
Keller Graduate School of Management of DeVry University 2013 — 2015
Master’s Degree, Human Resources Management, 3.89/4.0
DePaul University 1999 — 1999
Certificate, Human Resources Management/Personnel Administration, General
Robert Morris College
Bachelor's Degree, in Business Administration, 3.26/4.0
BW Capital Partners October 2011 - Present
Advanced Equities November 1999 - December 2008
Advanced Equities February 2001 - July 2004
Advanced Equities November 1999 - February 2001
Madison Securities, Inc November 1997 - November 1999
Skills
QuickBooks, Payroll, Microsoft Office, Salesforce.com, Alternative Investments, Securities, Private Equity, Asset Managment, Due Diligence, FINRA, Hedge Funds, Venture Capital, Investments, AML, Finance
Education
Purdue University Calumet
Crump Insurance/First Allied June 2010 - Present
Advanced Equities November 2004 - October 2008
Principal Financial Group July 2002 - November 2004
LPL October 2000 - April 2002
Sentra Securities May 1998 - April 1999
Pacific Life January 1992 - April 1998
First Capital Life June 1982 - November 1990
Education
San Diego State University-California State University 1974 — 1979
BA, Humanities
Academy of Our Lady of Peace 1969 — 1973
College Prep
DreamIt Ventures 2011 - Present
Pennsylvania Academy of the Fine Arts June 2011 - Present
Dominus Capital September 2008 - Present
Robin Hood Ventures 2007 - Present
Mid-Atlantic Angel Group 2010 - Present
DreamIt Ventures New York 2011 - 2011
Advanced Equities 2009 - 2011
Advanced Equities 2009 - 2011
Red Robin 2000 - 2010
Quad-C Management, Inc. April 1990 - December 2003
Skills
Venture Capital, Private Equity, Mergers, Corporate Development, Due Diligence, Angel Investing, Investments, Start-ups, Valuation, Financial Modeling, Entrepreneurship, Corporate Finance, Investment Banking, Growth Capital, Business Strategy, Mergers & Acquisitions, Divestitures, Strategic Partnerships, M&A experience, Emerging Markets
Education
University of Pennsylvania - The Wharton School 1973 — 1974
MBA, Finance
University of Pennsylvania 1967 — 1971
Bachelor of Arts (B.A.), English Literature
GCM Grosvenor June 2014 - Present
Roth Capital Partners - Venture Finance Group January 2013 - June 2014
Advanced Equities April 2006 - November 2012
Scudder Investments (Deustche Bank) September 2001 - December 2005
Skills
Private Equity, Asset Management, Investments, Venture Capital, Alternative Investments, Series 7, Series 24, Equities, Financial Modeling, Securities, Investment Banking, Fixed Income, FINRA, Hedge Funds, Wealth Management, Series 65, Series 63
Education
Illinois State University 1998 — 2001
Bachelor of Business Administration (B.B.A.), Finance, General
WheresMyConcrete July 2014 - Present
Booz Digital December 2012 - 2014
Booz & Company October 2011 - 2014
CabConcierge May 2011 - January 2012
Northwestern Snowboard Racing Team April 2010 - June 2011
Northwestern Sustainability Fund October 2008 - December 2010
Livingstone Partners June 2010 - August 2010
Goldman Sachs March 2010 - June 2010
Advanced Equities August 2009 - September 2009
Skills
Economics, Management Consulting, Strategy, Strategic Planning, Analysis, Entrepreneurship, Innovation, Start-ups, Strategic Consulting, Financial Modeling, Valuation, Due Diligence, Corporate Finance, Mergers, Business Strategy, Financial Analysis, Venture Capital, Investment Banking, Analytics, Financial Services, Finance
Education
Starter League
Ruby on Rails Web Development
Northwestern University
Hatteras Funds January 2015 - Present
JPMorgan Chase & Co. November 2010 - December 2014
JPMorgan Chase & Co. November 2010 - October 2011
Advanced Equities January 2010 - August 2010
Fisher Investments September 2007 - May 2009
Wells Fargo Bank December 2006 - September 2007
Merrill Lynch September 2005 - December 2006
USFS May 2005 - September 2005
Skills
Leadership, Marketing, Sales, Venture Capital, Investments, CRM, Finance, Sales Process, Cold Calling, Marketing Strategy, Customer Service
Education
University of California, Davis 2002 — 2006
B.A., Communication/Managerial Economics
citizen.vc August 2014 - Present
Intelligent Material Solutions Inc. March 2014 - Present
Miller Tabak + Co., LLC July 2013 - March 2014
independent June 2012 - June 2013
Felix Investments 2009 - June 2012
Advanced Equities 2007 - 2009
Bricato Imports 2002 - 2007
Wachovia Securities 2000 - 2002
Bear Stearns 1996 - 2000
Goldman Sachs 1987 - 1996
Skills
Private Equity, Venture Capital, Investments, Investment Banking, Valuation, Capital Raising, Due Diligence, Alternative Investments, Equities, Corporate Finance, Mergers, Financial Modeling, M&A experience, Corporate Development, Asset Managment, Wealth Management, Start-ups, Risk Management, Business Strategy, Hedge Funds, Mergers & Acquisitions, LBO, Private Placements, IPO, Financial Structuring, Capital Markets
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1980 — 1982
MBA
Dartmouth College 1972 — 1976
AB, Economics
Freddie Mac May 2015 - Present
The Alison Company June 2014 - May 2015
ACRE Capital LLC (formerly Alliant Capital LLC) March 2012 - March 2014
Advanced Equities May 2010 - October 2010
Enterprise International (branch of CRM) March 2009 - August 2009
Skills
Alternative Investments, Investments, Venture Capital, Series 7, Series 63, Financial Analysis, Private Equity, Microsoft Excel, Strategic Planning, Real Estate, PowerPoint, Marketing, Investment Banking, Microsoft Office, Corporate Development
Education
Azusa Pacific University 2006 — 2010
Bachelors, Business Administration
Azusa Pacific University
Viant Capital, LLC May 2014 - March 2015
Viant Group, LLC June 2012 - May 2014
Viant Group, LLC November 2011 - May 2012
Advanced Equities June 2010 - October 2011
New Summit Investments May 2008 - December 2009
Global Crown Capital July 2006 - December 2006
Skills
Microsoft Office, Financial Analysis, Salesforce, CapitalIQ, Hoovers, Discounted Cash Flow..., Venture Capital, Investment Banking, Research, Financial Modeling, Valuation, Wealth Management, Equity Research, Banking, Strategy
Education
Investment Banking Institute
University of California, Berkeley 2002 — 2007
Bachelor of Science, Material Science Engineering
Beitenman & Company April 2013 - Present
Ameriprise Financial Services, Inc. September 2012 - April 2013
Advanced Equities July 2010 - April 2011
Bank of The West/Trinity Capital September 1987 - June 2010
Bank of America July 1983 - July 1985
Skills
Business Development, Risk Management, Marketing Strategy, Business Planning, Team Building, Financial Analysis, Marketing, Strategic Financial..., Private Equity, Finance, Loans, Banking, Corporate Finance, Sales, Venture Capital, Portfolio Management, Accounting, Cash Flow, Insurance, Financial Services, Credit, Executive Management, Credit Analysis, Series 7, Series 63, Forecasting, Strategy
Education
Creighton University 1975 — 1978
Bachelor of Business Administration (B.B.A.), Accounting and Finance
MOTUS Recruiting and Staffing February 2015 - Present
MOTUS Recruiting and Staffing September 2014 - February 2015
Derner Valuation Consulting March 2014 - August 2014
MOTUS Recruiting and Staffing December 2012 - February 2014
Advanced Equities June 2010 - November 2011
Best Buy September 2008 - July 2009
Skills
Financial Analysis, Financial Modeling, Capital IQ, Valuation, Private Equity, Venture Capital, Investment Banking, Corporate Finance, Sales, People Skills, Writing, Alternative Investments, Due Diligence
Education
Gonzaga University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General