Aite Group
Industry: Company
DescriptionFounded: 2005 Subsidiary: Solution Services Inc.
Aite Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Aite Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Aite Group Employees
Employee
Years
Job
Industry
Brittany Favia Brittany Favia's Aite Group Experience May 2013 - Present
Job Office manager/accounting at Aite Group
Industry Financial Services
Experience
Aite Group May 2013 - Present
University of Phoenix 2012 - 2013
Explosion Sportswear February 2010 - December 2011
Maxim Healthcare Services September 2008 - February 2010
Skills
Customer Service, Employee Relations, Auditing, Client Development, Client Liaison, Account Management, Accounts Receivable, Payroll, Recruiting, Management
Education
Arizona State University 2003 — 2008
Bachelor's degree, Accounting
Aite Group May 2013 - Present
University of Phoenix 2012 - 2013
Explosion Sportswear February 2010 - December 2011
Maxim Healthcare Services September 2008 - February 2010
Skills
Customer Service, Employee Relations, Auditing, Client Development, Client Liaison, Account Management, Accounts Receivable, Payroll, Recruiting, Management
Education
Arizona State University 2003 — 2008
Bachelor's degree, Accounting
Wesley Wilhelm, MSc., CFCI Wesley Wilhelm, MSc., CFCI's Aite Group Experience March 2010 - October 2010
Job Lead Fraud Expert at Actimize
Industry Financial Services
Experience
Actimize October 2010 - Present
Aite Group March 2010 - October 2010
Merchant e-Solutions June 2009 - February 2010
The Fraud Management Institute 2007 - 2010
Utica College January 1999 - August 2009
Washington Mutual, Inc. 2005 - 2008
Fair Isaac Corporation 1997 - 2005
HNC Software 1997 - 2000
Seafirst 1989 - 1997
Skills
Risk Management, Fraud, Credit Cards, Banking, Financial Risk, AML, Risk Assessment, Payments, Financial Services, Analysis, Analytics, Financial Crime, Enterprise Software, Operational Risk, Business Analysis, Strategy, Retail Banking, Policy, Management, Leadership, Operational Risk..., Credit, Enterprise Risk..., Data Analysis, Predictive Analytics, Training, Credit Risk, Finance, Business Process..., Governance, Data Mining, Management Consulting, Consulting, Fraud Detection, Anti Money Laundering
Education
Washington State University 2010 — 2017
Ph.D. Candidate, Interdisciplinary (Economic Crime Management)
Utica College 2002 — 2004
MS, Economic Crime Management
University of California, Santa Barbara 1974 — 1978
BA, Economics & Political Science
Actimize October 2010 - Present
Aite Group March 2010 - October 2010
Merchant e-Solutions June 2009 - February 2010
The Fraud Management Institute 2007 - 2010
Utica College January 1999 - August 2009
Washington Mutual, Inc. 2005 - 2008
Fair Isaac Corporation 1997 - 2005
HNC Software 1997 - 2000
Seafirst 1989 - 1997
Skills
Risk Management, Fraud, Credit Cards, Banking, Financial Risk, AML, Risk Assessment, Payments, Financial Services, Analysis, Analytics, Financial Crime, Enterprise Software, Operational Risk, Business Analysis, Strategy, Retail Banking, Policy, Management, Leadership, Operational Risk..., Credit, Enterprise Risk..., Data Analysis, Predictive Analytics, Training, Credit Risk, Finance, Business Process..., Governance, Data Mining, Management Consulting, Consulting, Fraud Detection, Anti Money Laundering
Education
Washington State University 2010 — 2017
Ph.D. Candidate, Interdisciplinary (Economic Crime Management)
Utica College 2002 — 2004
MS, Economic Crime Management
University of California, Santa Barbara 1974 — 1978
BA, Economics & Political Science
Dashe Videira Dashe Videira's Aite Group Experience May 2012 - September 2012
Job Sales Coordinator at JuicePlus
Industry Health, Wellness and Fitness
Experience
JuicePlus April 2014 - Present
PrinciplesGroup February 2013 - August 2014
Bain & Company September 2012 - February 2013
Aite Group May 2012 - September 2012
Highfields Capital April 2012 - May 2012
ProMutual Group March 2012 - April 2012
Savvis June 2009 - June 2011
Elizabeth Grady November 2007 - June 2009
Skills
Windows, Microsoft Office, Customer Relations, Salesforce.com, Microsoft Word, Microsoft Exchange, Microsoft Excel, SharePoint, Lotus Notes, Lenel, Vantive, PowerPoint, COBRA, Customer Service, Employee Relations, FMLA, Leadership, Human Resources, Access
Education
University of the Rockies 2009 — 2012
MA, Organizational Leadership, 3.8
Bridgewater State College 2005 — 2009
BA, Psychology, 3.0
Bishop Feehan High School 2001 — 2005
JuicePlus April 2014 - Present
PrinciplesGroup February 2013 - August 2014
Bain & Company September 2012 - February 2013
Aite Group May 2012 - September 2012
Highfields Capital April 2012 - May 2012
ProMutual Group March 2012 - April 2012
Savvis June 2009 - June 2011
Elizabeth Grady November 2007 - June 2009
Skills
Windows, Microsoft Office, Customer Relations, Salesforce.com, Microsoft Word, Microsoft Exchange, Microsoft Excel, SharePoint, Lotus Notes, Lenel, Vantive, PowerPoint, COBRA, Customer Service, Employee Relations, FMLA, Leadership, Human Resources, Access
Education
University of the Rockies 2009 — 2012
MA, Organizational Leadership, 3.8
Bridgewater State College 2005 — 2009
BA, Psychology, 3.0
Bishop Feehan High School 2001 — 2005
Belinda Overdeput's Aite Group Experience June 2011 - August 2011
Job Implementation Consultant at PROS
Industry Financial Services
Experience
PROS June 2013 - Present
Sapient Global Markets January 2012 - May 2013
Tulane University June 2010 - August 2012
Aite Group June 2011 - August 2011
Skills
Salesforce.com, Marketing, CRM, Finance, Data Analysis, Time Management, Research, Sales, Management, Microsoft SQL Server, XML, Pricing, Pricing Strategy, Pricing Analysis, Pricing Optimization, Enterprise Software, Software Project..., Salesforce.com..., Data Modeling, Business Analysis, Analytics, Competitive Analysis, Segmentation, Market Research, Social Media, Analysis, Leadership
Education
Tulane University - A.B. Freeman School of Business 2009 — 2013
Bachelor's of Science in Management, Finance
ESSEC Business School Cergy 2012 — 2012
Marketing, BBA Semester Exchange Program, Spring Semester Junior Year
PROS June 2013 - Present
Sapient Global Markets January 2012 - May 2013
Tulane University June 2010 - August 2012
Aite Group June 2011 - August 2011
Skills
Salesforce.com, Marketing, CRM, Finance, Data Analysis, Time Management, Research, Sales, Management, Microsoft SQL Server, XML, Pricing, Pricing Strategy, Pricing Analysis, Pricing Optimization, Enterprise Software, Software Project..., Salesforce.com..., Data Modeling, Business Analysis, Analytics, Competitive Analysis, Segmentation, Market Research, Social Media, Analysis, Leadership
Education
Tulane University - A.B. Freeman School of Business 2009 — 2013
Bachelor's of Science in Management, Finance
ESSEC Business School Cergy 2012 — 2012
Marketing, BBA Semester Exchange Program, Spring Semester Junior Year
madeline aufseeser madeline aufseeser's Aite Group Experience March 2011 - Present
Job Senior Analyst at Aite Group
Industry Financial Services
Experience
Aite Group March 2011 - Present
FIS August 2007 - September 2010
MKA Consulting 2002 - 2007
Cross Country Home Services 2005 - 2006
GTECH 2003 - 2003
First Data Resources 2001 - 2003
Wachovia 1994 - 1999
MasterCard 1991 - 1994
Bank of New York Mellon 1986 - 1991
Skills
Mobile Payments, Financial Services, Published Author, Product Management, Strategy, Payments, Business Strategy, Marketing Strategy, Product Development, Program Management, Banking, Business Intelligence, Direct Marketing, Credit Cards, Leadership
Education
Northwestern University - Kellogg School of Management 1998 — 1999
Executive Program
American University - Kogod School of Business 1978 — 1982
BSBA, Business Administration and Management, General
dobbs ferry high school 1974 — 1978
Aite Group March 2011 - Present
FIS August 2007 - September 2010
MKA Consulting 2002 - 2007
Cross Country Home Services 2005 - 2006
GTECH 2003 - 2003
First Data Resources 2001 - 2003
Wachovia 1994 - 1999
MasterCard 1991 - 1994
Bank of New York Mellon 1986 - 1991
Skills
Mobile Payments, Financial Services, Published Author, Product Management, Strategy, Payments, Business Strategy, Marketing Strategy, Product Development, Program Management, Banking, Business Intelligence, Direct Marketing, Credit Cards, Leadership
Education
Northwestern University - Kellogg School of Management 1998 — 1999
Executive Program
American University - Kogod School of Business 1978 — 1982
BSBA, Business Administration and Management, General
dobbs ferry high school 1974 — 1978
Phillip Silitschanu's Aite Group Experience January 2007 - December 2009
Job Consultant
Industry Capital Markets
Experience
Consultant December 2009 - Present
York Terrace Trustees January 2010 - August 2012
Aite Group January 2007 - December 2009
Cerulli Associates August 2004 - December 2006
Brown Brothers Harriman February 2001 - August 2004
State Street June 1999 - February 2001
Skills
Corporate Actions, Consulting, Management Consulting, Market Research, Global Business..., Editing, Thought Leadership, Capital Markets, Analysis, Mutual Funds, Asset Managment, Investments, Equities, Financial Markets, Management, Financial Services, Back Office, Risk Management, Fixed Income, Business Analysis, Asset Management, Hedge Funds, Investment Banking, Securities, Banking, Portfolio Management, FX Options, Valuation, Relationship Management, Investment Management, Options, Derivatives, Bonds, Finance, Financial Risk, Trading, Alternative Investments, Trading Systems, Commodity, Equity Derivatives, Emerging Markets, Electronic Trading, Financial Modeling, Bloomberg, Economics, Private Equity, Corporate Finance, Equity Research, ETFs, Foreign Exchange
Education
Stetson University College of Law 2012 — 2015
Doctor of Law (J.D.), Law, 3.20
Babson College - Franklin W. Olin Graduate School of Business 2001 — 2003
MBA, Entrepreneurship
Boston University Questrom School of Business 1994 — 1998
BS, Finance
Pine Crest Preparatory School 1991 — 1994
H.S. Diploma
Consultant December 2009 - Present
York Terrace Trustees January 2010 - August 2012
Aite Group January 2007 - December 2009
Cerulli Associates August 2004 - December 2006
Brown Brothers Harriman February 2001 - August 2004
State Street June 1999 - February 2001
Skills
Corporate Actions, Consulting, Management Consulting, Market Research, Global Business..., Editing, Thought Leadership, Capital Markets, Analysis, Mutual Funds, Asset Managment, Investments, Equities, Financial Markets, Management, Financial Services, Back Office, Risk Management, Fixed Income, Business Analysis, Asset Management, Hedge Funds, Investment Banking, Securities, Banking, Portfolio Management, FX Options, Valuation, Relationship Management, Investment Management, Options, Derivatives, Bonds, Finance, Financial Risk, Trading, Alternative Investments, Trading Systems, Commodity, Equity Derivatives, Emerging Markets, Electronic Trading, Financial Modeling, Bloomberg, Economics, Private Equity, Corporate Finance, Equity Research, ETFs, Foreign Exchange
Education
Stetson University College of Law 2012 — 2015
Doctor of Law (J.D.), Law, 3.20
Babson College - Franklin W. Olin Graduate School of Business 2001 — 2003
MBA, Entrepreneurship
Boston University Questrom School of Business 1994 — 1998
BS, Finance
Pine Crest Preparatory School 1991 — 1994
H.S. Diploma
Sophie Louvel Schmitt Sophie Louvel Schmitt's Aite Group Experience April 2010 - Present
Job Sr. Analyst at Aite Group
Industry Financial Services
Experience
Aite Group April 2010 - Present
HubSpot January 2010 - April 2010
Cannon Financial Institute November 2009 - April 2010
Bank of America September 2005 - June 2009
Financial Insights (IDC) June 2003 - August 2005
DoubleClick November 1999 - June 2001
Chase - Mergers & Acquisitions January 1997 - May 1999
Skills
Market Research, Marketing Strategy, Reporting & Analysis, Competitive Analysis, Financial Services, Banking, Business Intelligence, Wealth Management, Risk Management, Relationship Management, Business Development, Data Analysis, Analytics, Strategy, Segmentation, Finance, Strategic Financial..., Financial Advisory, CRM, Business Strategy, Consulting
Education
Massachusetts Institute of Technology - Sloan School of Management 2001 — 2003
MBA, Information Technology and Business Transformation
Duke University 1993 — 1996
BA, Economics, Public Policy
Aite Group April 2010 - Present
HubSpot January 2010 - April 2010
Cannon Financial Institute November 2009 - April 2010
Bank of America September 2005 - June 2009
Financial Insights (IDC) June 2003 - August 2005
DoubleClick November 1999 - June 2001
Chase - Mergers & Acquisitions January 1997 - May 1999
Skills
Market Research, Marketing Strategy, Reporting & Analysis, Competitive Analysis, Financial Services, Banking, Business Intelligence, Wealth Management, Risk Management, Relationship Management, Business Development, Data Analysis, Analytics, Strategy, Segmentation, Finance, Strategic Financial..., Financial Advisory, CRM, Business Strategy, Consulting
Education
Massachusetts Institute of Technology - Sloan School of Management 2001 — 2003
MBA, Information Technology and Business Transformation
Duke University 1993 — 1996
BA, Economics, Public Policy
Alexa Marion's Aite Group Experience June 2012 - August 2012
Job Senior Associate, Business Analyst at The Advisory Board Company
Industry Hospital & Health Care
Experience
The Advisory Board Company April 2014 - Present
International Monetary Fund June 2013 - April 2014
Burkenroad Reports August 2012 - December 2012
Aite Group June 2012 - August 2012
Karmaloop.com June 2011 - August 2011
Brussels Sprouts Kids November 2006 - August 2010
Skills
Microsoft Excel, Valuation, Analysis, Event Management, Time Management, Research, Management, Sales, Social Media, Data Analysis, Forecasting, Market Research, PowerPoint, Social Networking
Education
Tulane University - A.B. Freeman School of Business 2009 — 2013
Finance, Marketing
The Advisory Board Company April 2014 - Present
International Monetary Fund June 2013 - April 2014
Burkenroad Reports August 2012 - December 2012
Aite Group June 2012 - August 2012
Karmaloop.com June 2011 - August 2011
Brussels Sprouts Kids November 2006 - August 2010
Skills
Microsoft Excel, Valuation, Analysis, Event Management, Time Management, Research, Management, Sales, Social Media, Data Analysis, Forecasting, Market Research, PowerPoint, Social Networking
Education
Tulane University - A.B. Freeman School of Business 2009 — 2013
Finance, Marketing
Jeffrey Adelson, CFA Jeffrey Adelson, CFA's Aite Group Experience June 2007 - August 2007
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
J.P. Morgan August 2011 - April 2014
JPMorgan July 2008 - August 2011
Aite Group June 2007 - August 2007
Skills
Financial Modeling, Valuation, Bloomberg, Equities, Hedge Funds, Fixed Income, Investments, Portfolio Management, Financial Analysis, Asset Managment, Banking, Equity Research
Education
Cornell University 2004 — 2008
BA, Economics
The University of Edinburgh 2007 — 2007
Economics
Lynnfield High School 2000 — 2004
Morgan Stanley June 2014 - Present
J.P. Morgan August 2011 - April 2014
JPMorgan July 2008 - August 2011
Aite Group June 2007 - August 2007
Skills
Financial Modeling, Valuation, Bloomberg, Equities, Hedge Funds, Fixed Income, Investments, Portfolio Management, Financial Analysis, Asset Managment, Banking, Equity Research
Education
Cornell University 2004 — 2008
BA, Economics
The University of Edinburgh 2007 — 2007
Economics
Lynnfield High School 2000 — 2004
David Albertazzi David Albertazzi's Aite Group Experience April 2011 - Present
Job Senior Analyst at Aite Group
Industry Financial Services
Experience
Aite Group April 2011 - Present
Online Resources, Inc. June 2005 - April 2011
The Mechanics Bank June 1995 - June 2005
Skills
Product Management, Retail Banking, Online Banking, Mobile Banking, Digital Banking, Market Research, Qualitative Research, Internet Strategy, Business Strategy, ATMs, Internet Banking, Banking, Financial Services, Electronic Payments, Program Management, Business Analysis, Payments, Finance, Mobile Payments, Management, Analytics, Leadership, Product Development, Strategy, Credit Cards
Education
IFG
Graduate Business Degree
St Jorioz
Université Jean Moulin (Lyon III)
Aite Group April 2011 - Present
Online Resources, Inc. June 2005 - April 2011
The Mechanics Bank June 1995 - June 2005
Skills
Product Management, Retail Banking, Online Banking, Mobile Banking, Digital Banking, Market Research, Qualitative Research, Internet Strategy, Business Strategy, ATMs, Internet Banking, Banking, Financial Services, Electronic Payments, Program Management, Business Analysis, Payments, Finance, Mobile Payments, Management, Analytics, Leadership, Product Development, Strategy, Credit Cards
Education
IFG
Graduate Business Degree
St Jorioz
Université Jean Moulin (Lyon III)
James Kang's Aite Group Experience January 2008 - December 2009
Job Manager at PwC
Industry Management Consulting
Experience
PwC July 2015 - Present
PwC November 2012 - June 2015
Beacon Consulting Group January 2010 - October 2012
Aite Group January 2008 - December 2009
FundQuest April 2007 - December 2007
State Street June 2006 - October 2006
Skills
Financial Services, Capital Markets, Due Diligence, Fund Accounting, Risk Management, Business Process..., Business Strategy, Asset Management, Business Process Design, Asset Managment, Process Improvement, Shared Services, Market Research, Resource Allocation, Time Study, Project Management, Legal Compliance
Education
Tufts University 2002 — 2006
B.A., Economics
Don Bosco Preparatory High School 1998 — 2002
PwC July 2015 - Present
PwC November 2012 - June 2015
Beacon Consulting Group January 2010 - October 2012
Aite Group January 2008 - December 2009
FundQuest April 2007 - December 2007
State Street June 2006 - October 2006
Skills
Financial Services, Capital Markets, Due Diligence, Fund Accounting, Risk Management, Business Process..., Business Strategy, Asset Management, Business Process Design, Asset Managment, Process Improvement, Shared Services, Market Research, Resource Allocation, Time Study, Project Management, Legal Compliance
Education
Tufts University 2002 — 2006
B.A., Economics
Don Bosco Preparatory High School 1998 — 2002
Charisse Tay's Aite Group Experience June 2012 - August 2012
Job Financial Restructuring Analyst
Industry Financial Services
Experience
Houlihan Lokey July 2015 - Present
Houlihan Lokey May 2014 - August 2014
Bessemer Trust June 2013 - August 2013
Credo Ventures February 2013 - August 2013
Marlin & Associates September 2012 - December 2012
Aite Group June 2012 - August 2012
Skills
Research, Financial Analysis, PowerPoint, Data Analysis, Marketing, Microsoft Word, Accounting, Economics, Private Equity, Venture Capital, Entrepreneurship, Mergers & Acquisitions, Market Research, Investment Banking, Valuation, Photoshop, Graphic Design
Education
New York University - Leonard N. Stern School of Business 2011 — 2015
Bachelor's, Finance, Accounting, Psychology
Harvard University 2012 — 2012
Summer Program, Psychology
Raffles Junior College 2009 — 2010
Raffles Girls School 2005 — 2008
Houlihan Lokey July 2015 - Present
Houlihan Lokey May 2014 - August 2014
Bessemer Trust June 2013 - August 2013
Credo Ventures February 2013 - August 2013
Marlin & Associates September 2012 - December 2012
Aite Group June 2012 - August 2012
Skills
Research, Financial Analysis, PowerPoint, Data Analysis, Marketing, Microsoft Word, Accounting, Economics, Private Equity, Venture Capital, Entrepreneurship, Mergers & Acquisitions, Market Research, Investment Banking, Valuation, Photoshop, Graphic Design
Education
New York University - Leonard N. Stern School of Business 2011 — 2015
Bachelor's, Finance, Accounting, Psychology
Harvard University 2012 — 2012
Summer Program, Psychology
Raffles Junior College 2009 — 2010
Raffles Girls School 2005 — 2008
Matthew Samelson Matthew Samelson's Aite Group Experience February 2008 - January 2009
Job Chief Executive Officer at Woodbine Associates
Industry Capital Markets
Experience
Woodbine Associates February 2009 - Present
Aite Group February 2008 - January 2009
Rosenblatt Securities 2007 - 2007
Liquidnet 2004 - 2005
ITG 2000 - 2003
Lehman Brothers 1996 - 2000
Price Waterhouse Management Consultants January 1994 - December 1996
US Naval Reserve 1991 - 1996
Skills
Equities, Securities, Economics, Finance, Trading Systems, Electronic Trading, Asset Managment, Market Structure, Capital Markets, Hedge Funds, Trading, Financial Markets, Strategy, Equity Trading, Risk Management, Financial Services, Financial Risk, Market Data, Trading Strategies, Bloomberg
Education
The University of Chicago 1988 — 1990
MBA, Finance and Business Policy
Columbia University in the City of New York 1981 — 1985
Bachelor's degree, Economics
Woodbine Associates February 2009 - Present
Aite Group February 2008 - January 2009
Rosenblatt Securities 2007 - 2007
Liquidnet 2004 - 2005
ITG 2000 - 2003
Lehman Brothers 1996 - 2000
Price Waterhouse Management Consultants January 1994 - December 1996
US Naval Reserve 1991 - 1996
Skills
Equities, Securities, Economics, Finance, Trading Systems, Electronic Trading, Asset Managment, Market Structure, Capital Markets, Hedge Funds, Trading, Financial Markets, Strategy, Equity Trading, Risk Management, Financial Services, Financial Risk, Market Data, Trading Strategies, Bloomberg
Education
The University of Chicago 1988 — 1990
MBA, Finance and Business Policy
Columbia University in the City of New York 1981 — 1985
Bachelor's degree, Economics
Ames Shatzer's Aite Group Experience November 2014 - Present
Job Client Service Representative at Aite Group
Industry Market Research
Experience
Aite Group November 2014 - Present
Home Brands, Inc March 2014 - October 2014
REALONE-SPORTS CHINA June 2010 - August 2010
Skills
Salesforce.com, Pardot, Marketing, Creative Problem Solving, Problem Analysis, Customer Service, Self-directed, Sales, Microsoft Office, Public Speaking, Business Strategy, Microsoft Excel
Education
Champlain College 2008 — 2012
BS, International Business
Aite Group November 2014 - Present
Home Brands, Inc March 2014 - October 2014
REALONE-SPORTS CHINA June 2010 - August 2010
Skills
Salesforce.com, Pardot, Marketing, Creative Problem Solving, Problem Analysis, Customer Service, Self-directed, Sales, Microsoft Office, Public Speaking, Business Strategy, Microsoft Excel
Education
Champlain College 2008 — 2012
BS, International Business
Andrew Piatelli Andrew Piatelli's Aite Group Experience May 2011 - August 2011
Job Regional Marketing Associate Internal Wholesaler at Putnam Investments
Industry Financial Services
Experience
Putnam Investments June 2014 - Present
Putnam Investments November 2013 - Present
Aite Group May 2011 - August 2011
Wakefield Moving and May 2010 - August 2010
Skills
Market Research, Business Strategy, Marketing, Spanish, Investments, Financial Analysis, Microsoft Excel, Marketing Strategy, Business Development, Analysis, Competitive Analysis
Education
Bryant University 2009 — 2013
Bachelor of Science in International Business, Finance, Spanish
St. John's Preparatory School
Universidad de Sevilla
Putnam Investments June 2014 - Present
Putnam Investments November 2013 - Present
Aite Group May 2011 - August 2011
Wakefield Moving and May 2010 - August 2010
Skills
Market Research, Business Strategy, Marketing, Spanish, Investments, Financial Analysis, Microsoft Excel, Marketing Strategy, Business Development, Analysis, Competitive Analysis
Education
Bryant University 2009 — 2013
Bachelor of Science in International Business, Finance, Spanish
St. John's Preparatory School
Universidad de Sevilla
Danielle B. Tierney Danielle B. Tierney's Aite Group Experience December 2010 - Present
Job Senior Analyst at Aite Group, Emerging Markets Structure
Industry Financial Services
Experience
Aite Group December 2010 - Present
Jefferies and Company, Inc November 2009 - October 2010
Wellington Management Company, LLP August 2006 - November 2009
Skills
Financial Modeling, Industry Research, Macroeconomics, Research, Equities, Capital Markets, Emerging Markets, Financial Services, Finance, Portfolio Management, Asset Managment, Derivatives, FX Options, Equity Research, Valuation, Investments, Analysis, Economics, Risk Management, Investment Strategies, Fixed Income, Corporate Finance, Asset Management, Bloomberg, Financial Markets, Public Speaking
Education
University of California, Berkeley 2002 — 2005
Bachelor, Political Science
Aite Group December 2010 - Present
Jefferies and Company, Inc November 2009 - October 2010
Wellington Management Company, LLP August 2006 - November 2009
Skills
Financial Modeling, Industry Research, Macroeconomics, Research, Equities, Capital Markets, Emerging Markets, Financial Services, Finance, Portfolio Management, Asset Managment, Derivatives, FX Options, Equity Research, Valuation, Investments, Analysis, Economics, Risk Management, Investment Strategies, Fixed Income, Corporate Finance, Asset Management, Bloomberg, Financial Markets, Public Speaking
Education
University of California, Berkeley 2002 — 2005
Bachelor, Political Science
Randi Purchia Randi Purchia's Aite Group Experience 2006 - 2007
Job New Initiatives, Early Stage Start Ups Project or FTE Private Sector & NGOs
Industry Management Consulting
Experience
Actively seeking New Start up, New Initiatives - Project or FTE - Innovation Industries, March 2013 - Present
Innovation Industries Project - Paramount Commercial Loan Advisors July 2012 - Present
Commonwealth International - ICT, Solar and NGOs 1992 - Present
Commonwealth International - Healthcare and biotech 1992 - February 2013
Commonwealth International - Financial Services 1992 - January 2013
University of Massachusetts Lowell May 2008 - June 2011
Aite Group 2006 - 2007
AMR Research (Gartner Group) 2000 - 2001
Meridien Research (acq. IDC Financial Insights) 1997 - 2000
Harvard Business School 1993 - 1994
Skills
Strategic Planning, Entrepreneurship, Teaching, Financial Services, Information Technology
Education
Harvard University - Kennedy School of Government
Masters of Public Administration, Development Economics and International Development
New York University - Leonard N. Stern School of Business
MBA, Corporate Finance
Elmira College
B.A., English, Education
MIT
Graduate coursework, Media Lab: Developmental Entrepreneurship; Political Economy of Development Projects: Targeting Poor
Boston University - School of Management
Graduate coursework, Health Care Marketing; Cost Accounting
Columbia University in the City of New York
Graduate coursework, Economcs; Urban Land & Improvement
Harvard University Extension School
Coursework, Housing & Community Development; Intro to Computing: Programming in C; Europe Since 1914
Pace University - Lubin School of Business
Graduate coursework, Economic Analysis & Policy; Managerial Marketing
University of North Carolina at Greensboro
Undergraduate coursework, English, Education
Actively seeking New Start up, New Initiatives - Project or FTE - Innovation Industries, March 2013 - Present
Innovation Industries Project - Paramount Commercial Loan Advisors July 2012 - Present
Commonwealth International - ICT, Solar and NGOs 1992 - Present
Commonwealth International - Healthcare and biotech 1992 - February 2013
Commonwealth International - Financial Services 1992 - January 2013
University of Massachusetts Lowell May 2008 - June 2011
Aite Group 2006 - 2007
AMR Research (Gartner Group) 2000 - 2001
Meridien Research (acq. IDC Financial Insights) 1997 - 2000
Harvard Business School 1993 - 1994
Skills
Strategic Planning, Entrepreneurship, Teaching, Financial Services, Information Technology
Education
Harvard University - Kennedy School of Government
Masters of Public Administration, Development Economics and International Development
New York University - Leonard N. Stern School of Business
MBA, Corporate Finance
Elmira College
B.A., English, Education
MIT
Graduate coursework, Media Lab: Developmental Entrepreneurship; Political Economy of Development Projects: Targeting Poor
Boston University - School of Management
Graduate coursework, Health Care Marketing; Cost Accounting
Columbia University in the City of New York
Graduate coursework, Economcs; Urban Land & Improvement
Harvard University Extension School
Coursework, Housing & Community Development; Intro to Computing: Programming in C; Europe Since 1914
Pace University - Lubin School of Business
Graduate coursework, Economic Analysis & Policy; Managerial Marketing
University of North Carolina at Greensboro
Undergraduate coursework, English, Education
Samantha Chow's Aite Group Experience June 2015 - Present
Job Senior Life and Annuities Analyst at Aite Group
Industry Insurance
Experience
Aite Group June 2015 - Present
New York Life Insurance Company June 2013 - June 2015
New York Life August 2007 - June 2013
Lebhar-Friedman 2004 - 2007
The Klages Group 2002 - 2003
Aflac 2001 - 2002
Aflac 1999 - 2001
Aflac 1997 - 1999
Skills
Forecasting, Competitive Intelligence, Quantitative Research, Research, Project Management, Focus Groups, Proposal Writing, Product Development, Primary Research, Qualitative Research, Pricing, Surve Design, Statistical Analysis, Consumer Insights, Secondary Research, Thought Leadership, Coaching, Facilitation, Training, Presentations, Presentation Development, Problem Solving, Process Improvement, Agile Methodologies, Report Writing, Life Insurance, Fixed Annuities, Call Centers, Business Analytics, Change Management
Education
University of Phoenix 2001 — 2003
MBA, International Business
Columbus State University 1998 — 2001
BS, Marketing & Statistics
Aite Group June 2015 - Present
New York Life Insurance Company June 2013 - June 2015
New York Life August 2007 - June 2013
Lebhar-Friedman 2004 - 2007
The Klages Group 2002 - 2003
Aflac 2001 - 2002
Aflac 1999 - 2001
Aflac 1997 - 1999
Skills
Forecasting, Competitive Intelligence, Quantitative Research, Research, Project Management, Focus Groups, Proposal Writing, Product Development, Primary Research, Qualitative Research, Pricing, Surve Design, Statistical Analysis, Consumer Insights, Secondary Research, Thought Leadership, Coaching, Facilitation, Training, Presentations, Presentation Development, Problem Solving, Process Improvement, Agile Methodologies, Report Writing, Life Insurance, Fixed Annuities, Call Centers, Business Analytics, Change Management
Education
University of Phoenix 2001 — 2003
MBA, International Business
Columbus State University 1998 — 2001
BS, Marketing & Statistics
Doug Dannemiller Doug Dannemiller's Aite Group Experience March 2009 - March 2011
Job Distribution Research at MoneyMedia
Industry Financial Services
Experience
Money-Media February 2014 - Present
Dannemiller Analytics & Consulting, LLC March 2011 - February 2014
Aite Group March 2009 - March 2011
National Financial, a Fidelity Investments Company 2004 - 2009
Fidelity Investments October 1998 - December 2008
Fidelity Investments 1998 - 2003
TowerGroup 1997 - 1998
Price Waterhouse Management Consultants 1993 - 1996
SunTrust Bank 1990 - 1994
Skills
Investments, Capital Markets, Wealth Management, Risk Management, Financial Services, Strategic Financial..., Mutual Funds, ETFs, Brokerage, Clearing, Benchmarking, Variable Annuities, Fixed Annuities, Indexed Annuities, Business Analysis, Analysis, Investment Management, Competitive Analysis, Competitive Intelligence, Strategy, Asset Allocation, Segmentation, Process Improvement, Strategic Planning, Consulting, Financial Modeling, Analytics, Financial Planning
Education
Emory University - Goizueta Business School 1989 — 1990
MBA, Business
Georgia Institute of Technology 1983 — 1987
BS, Applied Biology
Money-Media February 2014 - Present
Dannemiller Analytics & Consulting, LLC March 2011 - February 2014
Aite Group March 2009 - March 2011
National Financial, a Fidelity Investments Company 2004 - 2009
Fidelity Investments October 1998 - December 2008
Fidelity Investments 1998 - 2003
TowerGroup 1997 - 1998
Price Waterhouse Management Consultants 1993 - 1996
SunTrust Bank 1990 - 1994
Skills
Investments, Capital Markets, Wealth Management, Risk Management, Financial Services, Strategic Financial..., Mutual Funds, ETFs, Brokerage, Clearing, Benchmarking, Variable Annuities, Fixed Annuities, Indexed Annuities, Business Analysis, Analysis, Investment Management, Competitive Analysis, Competitive Intelligence, Strategy, Asset Allocation, Segmentation, Process Improvement, Strategic Planning, Consulting, Financial Modeling, Analytics, Financial Planning
Education
Emory University - Goizueta Business School 1989 — 1990
MBA, Business
Georgia Institute of Technology 1983 — 1987
BS, Applied Biology
Christine Burgess's Aite Group Experience September 2009 - July 2014
Job Strategic Account Executive at Dun & Bradstreet NetProspex
Industry Information Technology and Services
Experience
Dun & Bradstreet NetProspex August 2014 - Present
Aite Group September 2009 - July 2014
Mercator Advisory Group August 2006 - August 2009
Forrester Research September 1997 - March 2003
Skills
Market Research, Business Strategy, Management, Marketing, Mobile Payments, Product Management, Financial Services, Payments, Competitive Analysis, Strategic Partnerships, Competitive Intelligence, Business Development, Credit Cards, Salesforce.com, New Business Development, Strategic Planning, B2B, Sales, Strategy, Banking, Analytics, Account Management, CRM, Lead Generation, Marketing Strategy
Education
Bentley University 1993 — 1997
BS, Communications
Stonington High 1989 — 1993
Dun & Bradstreet NetProspex August 2014 - Present
Aite Group September 2009 - July 2014
Mercator Advisory Group August 2006 - August 2009
Forrester Research September 1997 - March 2003
Skills
Market Research, Business Strategy, Management, Marketing, Mobile Payments, Product Management, Financial Services, Payments, Competitive Analysis, Strategic Partnerships, Competitive Intelligence, Business Development, Credit Cards, Salesforce.com, New Business Development, Strategic Planning, B2B, Sales, Strategy, Banking, Analytics, Account Management, CRM, Lead Generation, Marketing Strategy
Education
Bentley University 1993 — 1997
BS, Communications
Stonington High 1989 — 1993
Paul Zubulake's Aite Group Experience July 2008 - July 2011
Job Manager OTC Clearing Solutions at CME Group
Industry Capital Markets
Experience
CME Group July 2011 - Present
Aite Group July 2008 - July 2011
Citi 2004 - 2008
Brokertec November 2001 - April 2004
Skills
Trading Systems, Electronic Trading..., Electronic Trading, Options, Fixed Income, Financial Markets, Derivatives, Capital Markets, Equities, Trading, Equity Derivatives, Hedge Funds
Education
University of Maryland College Park 1983 — 1986
CME Group July 2011 - Present
Aite Group July 2008 - July 2011
Citi 2004 - 2008
Brokertec November 2001 - April 2004
Skills
Trading Systems, Electronic Trading..., Electronic Trading, Options, Fixed Income, Financial Markets, Derivatives, Capital Markets, Equities, Trading, Equity Derivatives, Hedge Funds
Education
University of Maryland College Park 1983 — 1986
Jennifer Rizzo Hayden Jennifer Rizzo Hayden's Aite Group Experience April 2013 - February 2014
Job Business Manager at Cohen Hillel Academy
Industry Research
Experience
Cohen Hillel Academy June 2014 - Present
Aite Group April 2013 - February 2014
Aite Group March 2009 - March 2013
Magic Beans March 2008 - March 2009
Shear Madness 2007 - February 2008
Skills
Employee Benefits, Employee Relations, Human Resources, Payroll, Training, Interviews, Benefits Administration
Education
Boston University 2010 — 2012
MS in Administration, Financial Economics
New England Conservatory of Music 2005 — 2007
Masters of Music, Vocal Performance
University of Oklahoma 2001 — 2005
Bachelors in Music, Vocal Performance
Cohen Hillel Academy June 2014 - Present
Aite Group April 2013 - February 2014
Aite Group March 2009 - March 2013
Magic Beans March 2008 - March 2009
Shear Madness 2007 - February 2008
Skills
Employee Benefits, Employee Relations, Human Resources, Payroll, Training, Interviews, Benefits Administration
Education
Boston University 2010 — 2012
MS in Administration, Financial Economics
New England Conservatory of Music 2005 — 2007
Masters of Music, Vocal Performance
University of Oklahoma 2001 — 2005
Bachelors in Music, Vocal Performance
Nancy Atkinson Nancy Atkinson's Aite Group Experience March 2006 - Present
Job
Industry Financial Services
Experience
Aite Group March 2006 - Present
Mellon Financial Corporation 1981 - 2004
Mellon Bank 1980 - 2004
Financial Services Technology Consortium 1997 - 2003
Financial Services Technology Consortium 1995 - 2003
National. Automated Clearing House Association (NACHA) 1992 - 1996
Skills
SEPA, Commercial Cards, Wire Transfers, Financial Services, SWIFT payments, ACH, Payments, Treasury Management, Banking, Financial Institutions, Commercial Banking, Trade Finance, Credit Cards, AML, Competitive Intelligence, Cash Management, Risk Management, Finance, Financial Transactions, Mobile Payments, Operational Risk, Business Analysis, Financial Risk, Foreign Exchange, Financial Regulation, Fraud, Relationship Management, Analysis, Back Office, Management Consulting, Treasury, Strategy, Segmentation, Product Management, Trading, Business Strategy, Basel II, Portfolio Management, Industry Research, Working Capital..., Investments, Financial Markets, Competitive Analysis, Operational Risk..., Electronic Payments, Management
Education
Cornell University - S.C. Johnson Graduate School of Management 1978 — 1980
MBA
Hobart and William Smith Colleges 1971 — 1975
William Smith College (Hobart sister) 1971 — 1975
BA, English, Math
Aite Group March 2006 - Present
Mellon Financial Corporation 1981 - 2004
Mellon Bank 1980 - 2004
Financial Services Technology Consortium 1997 - 2003
Financial Services Technology Consortium 1995 - 2003
National. Automated Clearing House Association (NACHA) 1992 - 1996
Skills
SEPA, Commercial Cards, Wire Transfers, Financial Services, SWIFT payments, ACH, Payments, Treasury Management, Banking, Financial Institutions, Commercial Banking, Trade Finance, Credit Cards, AML, Competitive Intelligence, Cash Management, Risk Management, Finance, Financial Transactions, Mobile Payments, Operational Risk, Business Analysis, Financial Risk, Foreign Exchange, Financial Regulation, Fraud, Relationship Management, Analysis, Back Office, Management Consulting, Treasury, Strategy, Segmentation, Product Management, Trading, Business Strategy, Basel II, Portfolio Management, Industry Research, Working Capital..., Investments, Financial Markets, Competitive Analysis, Operational Risk..., Electronic Payments, Management
Education
Cornell University - S.C. Johnson Graduate School of Management 1978 — 1980
MBA
Hobart and William Smith Colleges 1971 — 1975
William Smith College (Hobart sister) 1971 — 1975
BA, English, Math
Howard Tai Howard Tai's Aite Group Experience 2011 - Present
Job Senior Analyst at Aite Group
Industry Investment Management
Experience
Aite Group 2011 - Present
American Century Investments 2002 - 2011
American Century Investments 1998 - 2001
American Century Investments 1995 - 1997
Bank of Montreal 1993 - 1995
Geldermann Inc. 1990 - 1993
Chase Manhattan Bank 1989 - 1990
Banque Worms Capital Corporation 1988 - 1989
Citi Group 1986 - 1988
Skills
FX, Portfolio Management, Risk Management, Electronic Trading, Contract Negotiation, Team Leadership, Investment Strategies, Macroeconomics, Derivatives, Equities, Trading, Trading Systems, Hedging, Customer Relations, Commodities, Options, Asset Management, Equity Derivatives, Capital Markets, Structured Products, Alternative Investments, FX Options, Asset Managment, Financial Markets, Bloomberg, Securities, Asset Allocation, Investment Management, Emerging Markets, Commodity, Investment Banking, Mutual Funds, Valuation, Investments, Equity Trading, Foreign Exchange, Currency, Financial Services, FX trading, Economics, Hedge Funds, Equity Research, Treasury, Finance, Bonds, Equity Valuation, Credit Risk, FX Trading
Education
Cornell University - Johnson Graduate School of Management 1984 — 1986
MBA, Accounting and Finance
University of Pennsylvania 1978 — 1982
Bachelors, Economics
Aite Group 2011 - Present
American Century Investments 2002 - 2011
American Century Investments 1998 - 2001
American Century Investments 1995 - 1997
Bank of Montreal 1993 - 1995
Geldermann Inc. 1990 - 1993
Chase Manhattan Bank 1989 - 1990
Banque Worms Capital Corporation 1988 - 1989
Citi Group 1986 - 1988
Skills
FX, Portfolio Management, Risk Management, Electronic Trading, Contract Negotiation, Team Leadership, Investment Strategies, Macroeconomics, Derivatives, Equities, Trading, Trading Systems, Hedging, Customer Relations, Commodities, Options, Asset Management, Equity Derivatives, Capital Markets, Structured Products, Alternative Investments, FX Options, Asset Managment, Financial Markets, Bloomberg, Securities, Asset Allocation, Investment Management, Emerging Markets, Commodity, Investment Banking, Mutual Funds, Valuation, Investments, Equity Trading, Foreign Exchange, Currency, Financial Services, FX trading, Economics, Hedge Funds, Equity Research, Treasury, Finance, Bonds, Equity Valuation, Credit Risk, FX Trading
Education
Cornell University - Johnson Graduate School of Management 1984 — 1986
MBA, Accounting and Finance
University of Pennsylvania 1978 — 1982
Bachelors, Economics
Kenzo An Kenzo An's Aite Group Experience September 2013 - Present
Job Thought Leadership & Advisory Research Business Development Professional
Industry Financial Services
Experience
Aite Group September 2013 - Present
Real Story Group January 2012 - March 2013
4goodmedia, inc. July 2010 - December 2011
TowerGroup (acquired by Corporate Executive Board in 2010) January 2008 - July 2010
Daratech January 2006 - August 2007
Explorica August 2003 - December 2005
Techfind December 2001 - March 2003
Spotfire (acquired by TIBCO in 2007) October 2000 - October 2001
Skills
Salesforce.com, Email Marketing, Marketing Strategy, Lead Generation, Competitive Analysis, Solution Selling, Digital Marketing, Strategic Partnerships, B2B, New Business Development, Professional Services, Product Marketing, Sales, Online Marketing, Marketing Communications, B2B Marketing, Demand Generation, Consulting, Sales Process, Selling
Education
Kalamazoo College 1994 — 1998
Bachelor of Arts, Psychology
Aite Group September 2013 - Present
Real Story Group January 2012 - March 2013
4goodmedia, inc. July 2010 - December 2011
TowerGroup (acquired by Corporate Executive Board in 2010) January 2008 - July 2010
Daratech January 2006 - August 2007
Explorica August 2003 - December 2005
Techfind December 2001 - March 2003
Spotfire (acquired by TIBCO in 2007) October 2000 - October 2001
Skills
Salesforce.com, Email Marketing, Marketing Strategy, Lead Generation, Competitive Analysis, Solution Selling, Digital Marketing, Strategic Partnerships, B2B, New Business Development, Professional Services, Product Marketing, Sales, Online Marketing, Marketing Communications, B2B Marketing, Demand Generation, Consulting, Sales Process, Selling
Education
Kalamazoo College 1994 — 1998
Bachelor of Arts, Psychology
William Boland William Boland's Aite Group Experience July 2015 - Present
Job Senior Analyst, Wealth Management
Industry Management Consulting
Experience
Aite Group July 2015 - Present
Education
Universty of Virgiana Darden School of Business 2014 — 2014
Executive Program in Bank Financial Leadership
Washington University in St. Louis - Olin Business School 2002 — 2004
MBA
Indiana University Bloomington 1992 — 1996
B.S.
St. Louis University High School 1989 — 1992
Gilmour Academy 1988 — 1989
Aite Group July 2015 - Present
Education
Universty of Virgiana Darden School of Business 2014 — 2014
Executive Program in Bank Financial Leadership
Washington University in St. Louis - Olin Business School 2002 — 2004
MBA
Indiana University Bloomington 1992 — 1996
B.S.
St. Louis University High School 1989 — 1992
Gilmour Academy 1988 — 1989
Jennifer Lucey's Aite Group Experience March 2011 - Present
Job Head of Client Services at Aite Group
Industry Research
Experience
Aite Group March 2011 - Present
Skills
Market Research, Business Development, Financial Services, Competitive Analysis, Competitive Intelligence
Education
Boston College
Aite Group March 2011 - Present
Skills
Market Research, Business Development, Financial Services, Competitive Analysis, Competitive Intelligence
Education
Boston College
MONICA WU MONICA WU's Aite Group Experience June 2015 - August 2015
Job Research Associate at Aite Group
Industry Banking
Experience
Aite Group June 2015 - August 2015
Chinspira Strategies February 2015 - June 2015
Bank of China May 2014 - July 2014
China Construction Bank (Asia) Corporation Limited July 2012 - October 2012
Skills
Financial Analysis, Microsoft Office, Corporate Finance, Research, Analysis, Microsoft Excel, Public Speaking, Financial Modeling, Finance, Banking, PowerPoint, Economics, Risk Management, Due Diligence, Bloomberg
Education
Clark University 2013 — 2015
Master's degree, Finance, General
Tianjin Foreign Studies University 2009 — 2013
Bachelor’s Degree, Finance, General
Aite Group June 2015 - August 2015
Chinspira Strategies February 2015 - June 2015
Bank of China May 2014 - July 2014
China Construction Bank (Asia) Corporation Limited July 2012 - October 2012
Skills
Financial Analysis, Microsoft Office, Corporate Finance, Research, Analysis, Microsoft Excel, Public Speaking, Financial Modeling, Finance, Banking, PowerPoint, Economics, Risk Management, Due Diligence, Bloomberg
Education
Clark University 2013 — 2015
Master's degree, Finance, General
Tianjin Foreign Studies University 2009 — 2013
Bachelor’s Degree, Finance, General
Yvonne Lin's Aite Group Experience June 2015 - August 2015
Job MBA Candidate at Boston University
Industry Financial Services
Experience
Aite Group June 2015 - August 2015
PineBridge Investments July 2013 - July 2014
Standard Chartered Bank July 2010 - December 2012
Skills
Business Strategy, Marketing, Data Analysis, Product Management, Mutual Funds, Investments, Business Development, Asset Management, Portfolio Management, Financial Analysis, Strategic Planning, Equities, Bloomberg, Banking, Fixed Income, Financial Services, Financial Markets, Financial Statement..., Competitive Analysis, Lipper
Education
Boston University Questrom School of Business 2014 — 2016
Master of Business Administration (MBA)
National Chengchi University 2006 — 2010
Bachelor's degree, Money and Banking, 3.5/4
Aite Group June 2015 - August 2015
PineBridge Investments July 2013 - July 2014
Standard Chartered Bank July 2010 - December 2012
Skills
Business Strategy, Marketing, Data Analysis, Product Management, Mutual Funds, Investments, Business Development, Asset Management, Portfolio Management, Financial Analysis, Strategic Planning, Equities, Bloomberg, Banking, Fixed Income, Financial Services, Financial Markets, Financial Statement..., Competitive Analysis, Lipper
Education
Boston University Questrom School of Business 2014 — 2016
Master of Business Administration (MBA)
National Chengchi University 2006 — 2010
Bachelor's degree, Money and Banking, 3.5/4
Gabriel Wang Gabriel Wang's Aite Group Experience May 2013 - Present
Job Research Associate at Aite Group
Industry Financial Services
Experience
Aite Group May 2013 - Present
OneKey Ventures May 2012 - October 2012
CITIC Securities January 2011 - August 2011
E Fund Management Co.,LTD. June 2009 - August 2009
Skills
Financial Modeling, Equity Research, Financial Analysis, Quantitative Analytics, Bloomberg Terminal, Economics, Corporate Finance, Due Diligence, Portfolio Management, Matlab, Excel models, Hedge Funds, Bloomberg, Thompson One
Education
Clark University 2011 — 2013
Master's degree, Finance and Financial Management Services, 3.8
Wuhan University 2007 — 2011
Bachelor's degree, Economics, 3.8
Aite Group May 2013 - Present
OneKey Ventures May 2012 - October 2012
CITIC Securities January 2011 - August 2011
E Fund Management Co.,LTD. June 2009 - August 2009
Skills
Financial Modeling, Equity Research, Financial Analysis, Quantitative Analytics, Bloomberg Terminal, Economics, Corporate Finance, Due Diligence, Portfolio Management, Matlab, Excel models, Hedge Funds, Bloomberg, Thompson One
Education
Clark University 2011 — 2013
Master's degree, Finance and Financial Management Services, 3.8
Wuhan University 2007 — 2011
Bachelor's degree, Economics, 3.8
Clark Troy Clark Troy's Aite Group Experience 2009 - 2012
Job Financial Advisor at DWM Advisors, LLC
Industry Financial Services
Experience
DWM Advisors, LLC June 2014 - Present
Markham-Tadley Consulting April 2012 - Present
A Registered Investment Advisor January 2013 - September 2013
Aite Group 2009 - 2012
Satori Consulting 2007 - 2009
Princeton Consultants 2000 - 2007
The Averill Harriman Institute, Columbia University September 1999 - April 2000
Open Society Institute July 1996 - August 1997
Skills
Strategy, Program Management, Consulting, Management, Strategic Planning, Business Analysis, Financial Services, Start-ups, Project Management, Finance, Financial Planning
Education
College for Financial Planning 2013 — 2014
Columbia University in the City of New York 1991 — 1999
PhD, Russian Literature
Yale University 1984 — 1988
BA, Russian and East European Studies
Chapel Hill High School 1982 — 1984
Valedictorian
DWM Advisors, LLC June 2014 - Present
Markham-Tadley Consulting April 2012 - Present
A Registered Investment Advisor January 2013 - September 2013
Aite Group 2009 - 2012
Satori Consulting 2007 - 2009
Princeton Consultants 2000 - 2007
The Averill Harriman Institute, Columbia University September 1999 - April 2000
Open Society Institute July 1996 - August 1997
Skills
Strategy, Program Management, Consulting, Management, Strategic Planning, Business Analysis, Financial Services, Start-ups, Project Management, Finance, Financial Planning
Education
College for Financial Planning 2013 — 2014
Columbia University in the City of New York 1991 — 1999
PhD, Russian Literature
Yale University 1984 — 1988
BA, Russian and East European Studies
Chapel Hill High School 1982 — 1984
Valedictorian
Gerald Clemente's Aite Group Experience January 2005 - Present
Job
Industry Market Research
Experience
Aite Group January 2005 - Present
COR Financial 2001 - 2004
Thomson Financial Treasury Solutions 2000 - 2001
Thomson Financial Treasury Solutions 1998 - 2000
Morgan Stanley 1996 - 1998
CYRK 1994 - 1996
Skills
Product Management, Business Strategy, Strategic Partnerships, Marketing Strategy, Competitive Analysis, Business Development, Strategy, Analytics, Management, Strategic Planning, Product Marketing, Business Analysis, Sales, Market Research, CRM, Financial Services
Education
Fitchburg State University 1989 — 1993
Bachelor, Business Administration
Aite Group January 2005 - Present
COR Financial 2001 - 2004
Thomson Financial Treasury Solutions 2000 - 2001
Thomson Financial Treasury Solutions 1998 - 2000
Morgan Stanley 1996 - 1998
CYRK 1994 - 1996
Skills
Product Management, Business Strategy, Strategic Partnerships, Marketing Strategy, Competitive Analysis, Business Development, Strategy, Analytics, Management, Strategic Planning, Product Marketing, Business Analysis, Sales, Market Research, CRM, Financial Services
Education
Fitchburg State University 1989 — 1993
Bachelor, Business Administration
Rick Bellows Rick Bellows's Aite Group Experience Investments RepresentativeFidelity Brokerage ServicesAugust 2003 - Present
Job Relationship Manager
Industry Financial Services
Experience
Aite Group Investments RepresentativeFidelity Brokerage ServicesAugust 2003 - Present
Bank of America April 2005 - March 2008
Fidelity Institutional Investments March 2001 - August 2003
Fidelity Institutional Investment Services June 1999 - March 2001
Education
Johnson & Wales University 2001 — 2004
MBA, Global Business with a concentration in Marketing
Johnson & Wales University 1997 — 2001
BA, Finance
Aite Group Investments RepresentativeFidelity Brokerage ServicesAugust 2003 - Present
Bank of America April 2005 - March 2008
Fidelity Institutional Investments March 2001 - August 2003
Fidelity Institutional Investment Services June 1999 - March 2001
Education
Johnson & Wales University 2001 — 2004
MBA, Global Business with a concentration in Marketing
Johnson & Wales University 1997 — 2001
BA, Finance
Jacob Stewart Jacob Stewart's Aite Group Experience October 2011 - July 2012
Job Chief Tax Consultant/InHouse Counsel
Industry Legal Services
Experience
Legally Mine LLC May 2012 - Present
Aite Group October 2011 - July 2012
Global Helping to Advance Women and Children January 2011 - May 2012
Marriage Law Project May 2010 - August 2010
Patrick Hyde, P.C. May 2009 - August 2009
Namify, LLC 2007 - 2008
Brigham Young University August 2006 - May 2007
Skills
Legal Writing, French, Legal Research, Spanish, Immigration Law, Politics, Policy Analysis, Public Policy, Research, Legal Analysis, Copy Editing, Editing, Analysis, Policy, Commercial Litigation, Family Law, Leadership, Microsoft Office, Westlaw, Tax Advisory
Education
George Mason University School of Law 2008 — 2011
JD, Law
Brigham Young University 2001 — 2007
Bachelor of Arts, French, English
Legally Mine LLC May 2012 - Present
Aite Group October 2011 - July 2012
Global Helping to Advance Women and Children January 2011 - May 2012
Marriage Law Project May 2010 - August 2010
Patrick Hyde, P.C. May 2009 - August 2009
Namify, LLC 2007 - 2008
Brigham Young University August 2006 - May 2007
Skills
Legal Writing, French, Legal Research, Spanish, Immigration Law, Politics, Policy Analysis, Public Policy, Research, Legal Analysis, Copy Editing, Editing, Analysis, Policy, Commercial Litigation, Family Law, Leadership, Microsoft Office, Westlaw, Tax Advisory
Education
George Mason University School of Law 2008 — 2011
JD, Law
Brigham Young University 2001 — 2007
Bachelor of Arts, French, English
Stephen Applebaum's Aite Group Experience March 2011 - 2014
Job Managing Partner, Insurance Solutions Group and Senior Advisor at StoneRidge Advisors, LLC
Industry Information Technology and Services
Experience
Insurance Solutions Group September 2009 - Present
StoneRidge Advisors, LLC May 2014 - Present
Aite Group March 2011 - 2014
CIECA 1995 - 2014
ClaimForce, Inc. 2004 - October 2009
ADP Claims Services Group (now Solera/Audatex) 2001 - 2004
CCC Information Services 1984 - 2001
Skills
Technology Innovation, Entrepreneurism, Mentoring, Property & Casualty..., Insurance, Claims, Process Improvement, Start-ups, Risk Management, Claim, Strategic Planning, Entrepreneurship, Innovation, Analytics, Analysis, Business Development, Business Strategy, Change Management, Claims Management, Executive Management, Leadership, Management, New Business Development, Strategy, Team Leadership, Vendor Management, Training, Team Building, Selling, Salesforce.com, Sales Management, Project Planning, Program Management, Operations Management, Networking, Negotiation, Marketing Strategy, General Insurance, Financial Services, Employee Benefits, E-commerce, Finance, Customer Service, Customer Satisfaction, Contract Negotiation, Business Process..., Business Analysis, Sales
Education
Queen's University 1966 — 1970
Accounting, Finance, Law, Economics, Auditing, Taxation
University of Toronto - New College 1965 — 1966
B. Sc., Mathematics and Computer Science
Insurance Solutions Group September 2009 - Present
StoneRidge Advisors, LLC May 2014 - Present
Aite Group March 2011 - 2014
CIECA 1995 - 2014
ClaimForce, Inc. 2004 - October 2009
ADP Claims Services Group (now Solera/Audatex) 2001 - 2004
CCC Information Services 1984 - 2001
Skills
Technology Innovation, Entrepreneurism, Mentoring, Property & Casualty..., Insurance, Claims, Process Improvement, Start-ups, Risk Management, Claim, Strategic Planning, Entrepreneurship, Innovation, Analytics, Analysis, Business Development, Business Strategy, Change Management, Claims Management, Executive Management, Leadership, Management, New Business Development, Strategy, Team Leadership, Vendor Management, Training, Team Building, Selling, Salesforce.com, Sales Management, Project Planning, Program Management, Operations Management, Networking, Negotiation, Marketing Strategy, General Insurance, Financial Services, Employee Benefits, E-commerce, Finance, Customer Service, Customer Satisfaction, Contract Negotiation, Business Process..., Business Analysis, Sales
Education
Queen's University 1966 — 1970
Accounting, Finance, Law, Economics, Auditing, Taxation
University of Toronto - New College 1965 — 1966
B. Sc., Mathematics and Computer Science
Lyn Marcrum's Aite Group Experience May 2012 - July 2013
Job Owner, Camino Consulting LLC
Industry Financial Services
Experience
Camino Consulting LLC July 2013 - Present
Aite Group May 2012 - July 2013
Camino Consulting LLC March 2001 - May 2012
IBM 1999 - 2001
SWIFT 1994 - 1999
Society for Worldwide Interbank Financial Telecommunication (S.W.I.F.T.) 1994 - 1999
ISCC 1990 - 1994
SunTrust 1987 - 1990
Skills
Back Office, Securities, Settlement, Middle Office, Messaging Formats, Hedge Funds, Prime Brokerage, Capital Markets, Financial Services, Equities, Banking, Portfolio Management, Investments, Financial Markets, Strategy, Mutual Funds, Fixed Income
Education
Thunderbird School of Global Management 1984 — 1984
Master of International Management, International Business
University of Tennessee-Knoxville 1979 — 1982
Bachelor of Arts (B.A.), Spanish/Business
Camino Consulting LLC July 2013 - Present
Aite Group May 2012 - July 2013
Camino Consulting LLC March 2001 - May 2012
IBM 1999 - 2001
SWIFT 1994 - 1999
Society for Worldwide Interbank Financial Telecommunication (S.W.I.F.T.) 1994 - 1999
ISCC 1990 - 1994
SunTrust 1987 - 1990
Skills
Back Office, Securities, Settlement, Middle Office, Messaging Formats, Hedge Funds, Prime Brokerage, Capital Markets, Financial Services, Equities, Banking, Portfolio Management, Investments, Financial Markets, Strategy, Mutual Funds, Fixed Income
Education
Thunderbird School of Global Management 1984 — 1984
Master of International Management, International Business
University of Tennessee-Knoxville 1979 — 1982
Bachelor of Arts (B.A.), Spanish/Business
David B. Weiss's Aite Group Experience February 2013 - Present
Job Senior Analyst at Aite Group
Industry Capital Markets
Experience
Aite Group February 2013 - Present
- January 2009 - January 2013
Cantor Fitzgerald December 2000 - December 2008
Nextera Interactive September 1999 - November 2000
Mobius Management Systems July 1994 - September 1999
Skills
Research, Business Analysis, Project Management, Product Management, Capital Markets, Electronic Trading, Trading, Brokerage, Securities, Derivatives, Options, Swaps, Fixed Income, Equity Derivatives, Commodities, Equities, Securities Lending, Financial Services, Trading Systems, Intellectual Property, E-commerce, Document Automation, Online Publishing, Technical Analysis, Requirements Analysis, Functional..., User Interface Design, SDLC, IT Strategy, Contract Negotiation, Vendor Management, Lifelong Learning, Financial Markets, Equity Trading
Education
Brandeis University
BS
Aite Group February 2013 - Present
- January 2009 - January 2013
Cantor Fitzgerald December 2000 - December 2008
Nextera Interactive September 1999 - November 2000
Mobius Management Systems July 1994 - September 1999
Skills
Research, Business Analysis, Project Management, Product Management, Capital Markets, Electronic Trading, Trading, Brokerage, Securities, Derivatives, Options, Swaps, Fixed Income, Equity Derivatives, Commodities, Equities, Securities Lending, Financial Services, Trading Systems, Intellectual Property, E-commerce, Document Automation, Online Publishing, Technical Analysis, Requirements Analysis, Functional..., User Interface Design, SDLC, IT Strategy, Contract Negotiation, Vendor Management, Lifelong Learning, Financial Markets, Equity Trading
Education
Brandeis University
BS
Patrick Kilhaney's Aite Group Experience December 2006 - January 2013
Job Public Relations & Analyst Relations Manager at Fundtech
Industry Financial Services
Experience
Fundtech July 2013 - Present
Financial Technologies Forum February 2013 - July 2013
Aite Group December 2006 - January 2013
Intermarket Communications 2004 - 2006
Citigate Dewe Rogerson 1999 - 2004
Skills
Media Relations, Marketing Communications, Press Releases, Public Relations, Corporate Communications, Strategic Communications, Marketing Strategy, Editing, Internal Communications, Copywriting, Marketing, Social Media, Crisis Communications, Market Research, Analyst Relations, Strategic Planning
Education
Emerson College 1995 — 1999
Bachelor of Science (BS)
Fundtech July 2013 - Present
Financial Technologies Forum February 2013 - July 2013
Aite Group December 2006 - January 2013
Intermarket Communications 2004 - 2006
Citigate Dewe Rogerson 1999 - 2004
Skills
Media Relations, Marketing Communications, Press Releases, Public Relations, Corporate Communications, Strategic Communications, Marketing Strategy, Editing, Internal Communications, Copywriting, Marketing, Social Media, Crisis Communications, Market Research, Analyst Relations, Strategic Planning
Education
Emerson College 1995 — 1999
Bachelor of Science (BS)
Martin St.John's Aite Group Experience March 2011 - Present
Job Aite Group
Industry Market Research
Experience
Aite Group March 2011 - Present
TowerGroup June 2007 - July 2009
Education
Salve Regina University 1998 — 2002
Aite Group March 2011 - Present
TowerGroup June 2007 - July 2009
Education
Salve Regina University 1998 — 2002
Fotios Vardaxis's Aite Group Experience 2014 - Present
Job Director of Finance and Human Resources at Aite Group
Industry Financial Services
Experience
Aite Group 2014 - Present
Candy.com 2013 - 2014
COR Financial 2005 - 2013
Grand Circle Corporation 2002 - 2005
Cambridge Associates 1999 - 2002
Skills
Accounting, Business Analysis, Financial Analysis, Corporate Finance, Banking, Financial Reporting, Mergers & Acquisitions, Process Improvement, Financial Risk, Microsoft Excel, Internal Controls, GAAP, Business Process..., Financial Services, Payroll, General Ledger, Auditing, Cash Management
Education
Bentley University 1991 — 1995
Bachelor of Science (B.S.), Accounting
Aite Group 2014 - Present
Candy.com 2013 - 2014
COR Financial 2005 - 2013
Grand Circle Corporation 2002 - 2005
Cambridge Associates 1999 - 2002
Skills
Accounting, Business Analysis, Financial Analysis, Corporate Finance, Banking, Financial Reporting, Mergers & Acquisitions, Process Improvement, Financial Risk, Microsoft Excel, Internal Controls, GAAP, Business Process..., Financial Services, Payroll, General Ledger, Auditing, Cash Management
Education
Bentley University 1991 — 1995
Bachelor of Science (B.S.), Accounting
Jud Murchie's Aite Group Experience September 2007 - October 2010
Job Doctoral Student in Public Finance and Social Policy
Industry Research
Experience
The Maxwell School Center for Policy Research, Syracuse University August 2012 - Present
Urban Transportation Center August 2011 - July 2012
Center for Urban Economic Development August 2010 - May 2011
Aite Group September 2007 - October 2010
Treasury Strategies 2007 - September 2007
Treasury Strategies 2005 - 2007
Treasury Strategies 2002 - 2004
Skills
Stata, IMPLAN, Banking, Treasury, Payments, Financial Services, Financial Institutions, Economic Development..., Treasury Management, Cash Management, Risk Management, Economic Development..., Financial Modeling, Data Analysis, Credit Cards
Education
University of Illinois at Chicago 2010 — 2012
Masters, Urban Planning and Policy
Bethel University 1997 — 2001
BA, Philosophy / World Religions
The Maxwell School Center for Policy Research, Syracuse University August 2012 - Present
Urban Transportation Center August 2011 - July 2012
Center for Urban Economic Development August 2010 - May 2011
Aite Group September 2007 - October 2010
Treasury Strategies 2007 - September 2007
Treasury Strategies 2005 - 2007
Treasury Strategies 2002 - 2004
Skills
Stata, IMPLAN, Banking, Treasury, Payments, Financial Services, Financial Institutions, Economic Development..., Treasury Management, Cash Management, Risk Management, Economic Development..., Financial Modeling, Data Analysis, Credit Cards
Education
University of Illinois at Chicago 2010 — 2012
Masters, Urban Planning and Policy
Bethel University 1997 — 2001
BA, Philosophy / World Religions
Lori Spendley's Aite Group Experience June 2015 - Present
Job Director of Marketing, Aite Group
Industry Information Technology and Services
Experience
Aite Group June 2015 - Present
IDG Enterprise August 2010 - September 2014
CrossTech Forums, LLC November 2008 - January 2010
PPM Media July 2008 - November 2008
Gartner 1992 - 2007
Skills
Marketing Strategy, Event Management, New Business Development, B2B, Email Marketing, Strategic Partnerships, Demand Generation, Lead Generation, Team Building, Salesforce.com, Marketing Communications, Social Media Marketing, Contract Negotiation, Account Management, Sales Process, Management, Enterprise Software, Integrated Marketing, Sales, Online Advertising, B2B Marketing, Direct Marketing, Digital Media, Digital Marketing, Team Management, Thought Leadership, Mobile Applications, Media Buying, Database Marketing, Web Design, Leadership, Channel, CIOs, Security, Cloud Computing, Events, Competitive Intelligence, Marketing Analytics, Product Marketing, Online Marketing, Event Planning, Analytics, Competitive Analysis, Content Marketing, Content Development, Digital Strategy, Content Strategy, Content Management, SEO, Web Analytics
Education
Ithaca College 1983 — 1987
B.S., Communications
Aite Group June 2015 - Present
IDG Enterprise August 2010 - September 2014
CrossTech Forums, LLC November 2008 - January 2010
PPM Media July 2008 - November 2008
Gartner 1992 - 2007
Skills
Marketing Strategy, Event Management, New Business Development, B2B, Email Marketing, Strategic Partnerships, Demand Generation, Lead Generation, Team Building, Salesforce.com, Marketing Communications, Social Media Marketing, Contract Negotiation, Account Management, Sales Process, Management, Enterprise Software, Integrated Marketing, Sales, Online Advertising, B2B Marketing, Direct Marketing, Digital Media, Digital Marketing, Team Management, Thought Leadership, Mobile Applications, Media Buying, Database Marketing, Web Design, Leadership, Channel, CIOs, Security, Cloud Computing, Events, Competitive Intelligence, Marketing Analytics, Product Marketing, Online Marketing, Event Planning, Analytics, Competitive Analysis, Content Marketing, Content Development, Digital Strategy, Content Strategy, Content Management, SEO, Web Analytics
Education
Ithaca College 1983 — 1987
B.S., Communications
Linda Breisch's Aite Group Experience July 2012 - Present
Job Project manager for Academic Support Services at UMass Boston
Industry Writing and Editing
Experience
UMass Boston January 2013 - Present
Aite Group July 2012 - Present
Center for Educational Leadership and Technology 2010 - 2011
IDC 2002 - 2009
Financial Insights 2002 - 2003
Meridien Research 2000 - 2003
MIT 1992 - 1999
Maryland Sea Grant College 1979 - 1981
Skills
Project Management, Content Management, Research, Newsletters, Content Development, Marketing Communications, Web Content Management, Web Content, Editing, Technical Writing, Product Management, Social Media, Strategic Communications, Proofreading, Corporate Communications
Education
New Horizons Computer Learning Center 2008 — 2008
project management
Emerson College
M.A., Communications Studies
University of Michigan
B.S., Biological Oceanography
Wayne State University
Monteith College, Archeology, Classical Studies, Fine Arts
UMass Boston January 2013 - Present
Aite Group July 2012 - Present
Center for Educational Leadership and Technology 2010 - 2011
IDC 2002 - 2009
Financial Insights 2002 - 2003
Meridien Research 2000 - 2003
MIT 1992 - 1999
Maryland Sea Grant College 1979 - 1981
Skills
Project Management, Content Management, Research, Newsletters, Content Development, Marketing Communications, Web Content Management, Web Content, Editing, Technical Writing, Product Management, Social Media, Strategic Communications, Proofreading, Corporate Communications
Education
New Horizons Computer Learning Center 2008 — 2008
project management
Emerson College
M.A., Communications Studies
University of Michigan
B.S., Biological Oceanography
Wayne State University
Monteith College, Archeology, Classical Studies, Fine Arts
Justine A. Bulgar-Medina's Aite Group Experience May 2012 - August 2012
Job
Industry Higher Education
Experience
Center for Survey Research - University of Massachusetts at Boston May 2015 - Present
UMass Boston September 2014 - Present
UMass Boston May 2014 - Present
UMass Boston - COSMIC September 2013 - Present
UMass Boston January 2015 - May 2015
UMass Boston September 2013 - September 2014
UMass Boston September 2013 - May 2014
University of New Hampshire August 2011 - May 2013
Aite Group May 2012 - August 2012
Northeastern University November 2010 - August 2011
Skills
Stata, SPSS, Access, Research, Analysis, Westlaw, Microsoft Office Suite, Salesforce.com, Raiser's Edge, Fundraising, Advance;, Sanction, LexisNexis, CT Summation, Qualitative Research, SAS, Teaching, Windows, Mac OS
Education
University of Massachusetts Boston 2013 — 2017
Doctor of Philosophy (PhD), Sociology
University of Massachusetts Boston 2014 — 2017
Graduate Certificate in Survey Methodology
University of New Hampshire 2011 — 2013
Master of Arts, Sociology
Northeastern University 2002 — 2007
Bachelor of Arts, Sociology & Political Science, Cum Laude
Center for Survey Research - University of Massachusetts at Boston May 2015 - Present
UMass Boston September 2014 - Present
UMass Boston May 2014 - Present
UMass Boston - COSMIC September 2013 - Present
UMass Boston January 2015 - May 2015
UMass Boston September 2013 - September 2014
UMass Boston September 2013 - May 2014
University of New Hampshire August 2011 - May 2013
Aite Group May 2012 - August 2012
Northeastern University November 2010 - August 2011
Skills
Stata, SPSS, Access, Research, Analysis, Westlaw, Microsoft Office Suite, Salesforce.com, Raiser's Edge, Fundraising, Advance;, Sanction, LexisNexis, CT Summation, Qualitative Research, SAS, Teaching, Windows, Mac OS
Education
University of Massachusetts Boston 2013 — 2017
Doctor of Philosophy (PhD), Sociology
University of Massachusetts Boston 2014 — 2017
Graduate Certificate in Survey Methodology
University of New Hampshire 2011 — 2013
Master of Arts, Sociology
Northeastern University 2002 — 2007
Bachelor of Arts, Sociology & Political Science, Cum Laude
Amanda Bruns's Aite Group Experience February 2012 - Present
Job Managing Editor, Children's Book Specialist, Lady of Lowercase Letters
Industry Writing and Editing
Experience
Community Bookstore September 2014 - Present
Aite Group February 2012 - Present
Aite Group July 2007 - January 2012
Copper Nickel: A Journal of Art and Literature 2004 - 2005
Skills
Copy Editing, Management, Research, Market Research, Strategic Communications, Editing, Web Content Management, Corporate Communications, Marketing Strategy, Business Strategy, Competitive Intelligence, Financial Services, Proofreading, Marketing Communications, Copywriting
Education
NYU School of Continuing and Professional Studies
University of Colorado at Denver
Bachelor of Arts (B.A.), English Literature
Community Bookstore September 2014 - Present
Aite Group February 2012 - Present
Aite Group July 2007 - January 2012
Copper Nickel: A Journal of Art and Literature 2004 - 2005
Skills
Copy Editing, Management, Research, Market Research, Strategic Communications, Editing, Web Content Management, Corporate Communications, Marketing Strategy, Business Strategy, Competitive Intelligence, Financial Services, Proofreading, Marketing Communications, Copywriting
Education
NYU School of Continuing and Professional Studies
University of Colorado at Denver
Bachelor of Arts (B.A.), English Literature
Alois Pirker's Aite Group Experience 2009 - Present
Job
Industry Financial Services
Experience
Aite Group 2009 - Present
Aite Group 2006 - 2009
Celent 2005 - 2006
UBS Wealth Management 2000 - 2004
UBS 1997 - 2000
Skills
Investments, Financial Services, Wealth Management, Asset Managment, Portfolio Management, Investment Management, Risk Management, Asset Allocation, Relationship Management, Competitive Analysis, Competitive Intelligence, Market Analysis, Strategic Financial..., Banking, Asset Management, Business Analysis, Financial Markets, Business Development, Strategy, Options, Enterprise Data, Financial Planning
Education
Ecole polytechnique fédérale de Lausanne 1996 — 1997
Master's Thesis
Universität Klagenfurt 1991 — 1997
Diplom-Ingenieur (BS and MS)
Aite Group 2009 - Present
Aite Group 2006 - 2009
Celent 2005 - 2006
UBS Wealth Management 2000 - 2004
UBS 1997 - 2000
Skills
Investments, Financial Services, Wealth Management, Asset Managment, Portfolio Management, Investment Management, Risk Management, Asset Allocation, Relationship Management, Competitive Analysis, Competitive Intelligence, Market Analysis, Strategic Financial..., Banking, Asset Management, Business Analysis, Financial Markets, Business Development, Strategy, Options, Enterprise Data, Financial Planning
Education
Ecole polytechnique fédérale de Lausanne 1996 — 1997
Master's Thesis
Universität Klagenfurt 1991 — 1997
Diplom-Ingenieur (BS and MS)
Kimberley Rizzo's Aite Group Experience March 2014 - Present
Job Editor
Industry Entertainment
Experience
Aite Group March 2014 - Present
Independent 2003 - Present
505 Games January 2010 - March 2014
Allied Integrated Marketing November 2003 - August 2006
Skills
Entertainment, Video Games, Screenwriting, Proofreading, Editing, Game Design, Social Games, Film, Television, Online Gaming, Computer Games, Creative Direction, MMO, Mobile Games, Creative Writing, Digital Media, Copywriting, Game Development, New Media, Content Strategy, Casual Games
Education
The University of Texas at Austin 2006 — 2008
MFA, Screenwriting
Oklahoma State University 1999 — 2003
Bachelor of Arts (B.A.), English
University of St. Andrews 2002 — 2002
Study Abroad
Aite Group March 2014 - Present
Independent 2003 - Present
505 Games January 2010 - March 2014
Allied Integrated Marketing November 2003 - August 2006
Skills
Entertainment, Video Games, Screenwriting, Proofreading, Editing, Game Design, Social Games, Film, Television, Online Gaming, Computer Games, Creative Direction, MMO, Mobile Games, Creative Writing, Digital Media, Copywriting, Game Development, New Media, Content Strategy, Casual Games
Education
The University of Texas at Austin 2006 — 2008
MFA, Screenwriting
Oklahoma State University 1999 — 2003
Bachelor of Arts (B.A.), English
University of St. Andrews 2002 — 2002
Study Abroad
Lindsey O'Connell's Aite Group Experience April 2014 - June 2015
Job MPP '17, Harvard University John F. Kennedy School of Government
Industry Nonprofit Organization Management
Experience
Aite Group April 2014 - June 2015
SquashBusters 2014 - 2015
Common Census October 2013 - April 2014
Courageous Sailing April 2011 - September 2013
The Markey Committee March 2013 - June 2013
Kookje Foreign Language Institute August 2009 - August 2010
DC Office of the Attorney General: Child and Family Services Agency September 2008 - December 2008
Bike & Build June 2007 - August 2007
EMILY's List January 2007 - April 2007
US House of Representatives June 2006 - August 2006
Skills
Nonprofits, Fundraising, Research, Analysis, Program Management, Non-profits, Event Management, Project Management, Public Speaking, Event Planning, Volunteer Management, Grant Writing, Sailing, Program Evaluation, Customer Service, Microsoft Office, Microsoft Excel, Social Media, Community Outreach, PowerPoint, Microsoft Word, Teaching, Editing, Social Media Marketing
Education
Harvard University, John F. Kennedy School of Government 2015 — 2017
Master’s Degree, Public Policy
Georgetown University 2005 — 2009
Bachelor of Arts, Government
Aite Group April 2014 - June 2015
SquashBusters 2014 - 2015
Common Census October 2013 - April 2014
Courageous Sailing April 2011 - September 2013
The Markey Committee March 2013 - June 2013
Kookje Foreign Language Institute August 2009 - August 2010
DC Office of the Attorney General: Child and Family Services Agency September 2008 - December 2008
Bike & Build June 2007 - August 2007
EMILY's List January 2007 - April 2007
US House of Representatives June 2006 - August 2006
Skills
Nonprofits, Fundraising, Research, Analysis, Program Management, Non-profits, Event Management, Project Management, Public Speaking, Event Planning, Volunteer Management, Grant Writing, Sailing, Program Evaluation, Customer Service, Microsoft Office, Microsoft Excel, Social Media, Community Outreach, PowerPoint, Microsoft Word, Teaching, Editing, Social Media Marketing
Education
Harvard University, John F. Kennedy School of Government 2015 — 2017
Master’s Degree, Public Policy
Georgetown University 2005 — 2009
Bachelor of Arts, Government
Lauren Shevlin's Aite Group Experience June 2009 - August 2011
Job Consultant at Deloitte
Industry Management Consulting
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY