Alliance Financial LLC
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Alliance Financial LLC Employees
Employee
Years
Job
Industry
Andrew Quinn, CFA Andrew Quinn, CFA's Alliance Financial LLC Experience May 2009 - August 2009
Job Discretionary Global Macro Associate at AQR Capital Management
Industry Investment Management
Experience
AQR Capital Management July 2013 - Present
National Organization For Business and Engineering February 2012 - Present
Citigroup August 2012 - July 2013
Citigroup July 2011 - August 2012
Capital Management Club LLC August 2009 - June 2011
Citigroup June 2010 - August 2010
Citigroup June 2010 - August 2010
Robert W. Baird & Co. August 2009 - August 2009
Alliance Financial, LLC May 2009 - August 2009
Integrated Brokerage Services, LLC May 2008 - August 2008
Skills
Investments, Finance, Financial Modeling, Bloomberg, Valuation, Financial Analysis, Equity Research, Equity Valuation, Microsoft Excel, Hedge Funds, Investment Banking, Fixed Income, Microsoft Office, Microsoft Word, Alternative Investments, Bloomberg Terminal, Trading, Sales, PowerPoint, LBO, Options, Economics, FX Options, Portfolio Management, Corporate Finance, Global Macro, Global Investment, Private Equity, Data Analysis, Equities, Capital Markets, Investment Management, Asset Management, Asset Allocation, Financial Markets, Investment Strategies, Equity Trading, Fundamental Analysis, Chartered Financial..., Mergers
Education
University of Wisconsin-Madison 2007 — 2011
BA, Finance, Accounting, and Economics
University of Wisconsin-Madison - School of Business 2007 — 2011
Bachelor of Business Administration, Finance, Accounting and Economics
Cass Business School 2010 — 2010
Finance and Economics (Study Abroad)
AQR Capital Management July 2013 - Present
National Organization For Business and Engineering February 2012 - Present
Citigroup August 2012 - July 2013
Citigroup July 2011 - August 2012
Capital Management Club LLC August 2009 - June 2011
Citigroup June 2010 - August 2010
Citigroup June 2010 - August 2010
Robert W. Baird & Co. August 2009 - August 2009
Alliance Financial, LLC May 2009 - August 2009
Integrated Brokerage Services, LLC May 2008 - August 2008
Skills
Investments, Finance, Financial Modeling, Bloomberg, Valuation, Financial Analysis, Equity Research, Equity Valuation, Microsoft Excel, Hedge Funds, Investment Banking, Fixed Income, Microsoft Office, Microsoft Word, Alternative Investments, Bloomberg Terminal, Trading, Sales, PowerPoint, LBO, Options, Economics, FX Options, Portfolio Management, Corporate Finance, Global Macro, Global Investment, Private Equity, Data Analysis, Equities, Capital Markets, Investment Management, Asset Management, Asset Allocation, Financial Markets, Investment Strategies, Equity Trading, Fundamental Analysis, Chartered Financial..., Mergers
Education
University of Wisconsin-Madison 2007 — 2011
BA, Finance, Accounting, and Economics
University of Wisconsin-Madison - School of Business 2007 — 2011
Bachelor of Business Administration, Finance, Accounting and Economics
Cass Business School 2010 — 2010
Finance and Economics (Study Abroad)
Sabina Loving Sabina Loving's Alliance Financial LLC Experience November 2007 - July 2009
Job Financial Industry Professional
Industry Financial Services
Experience
Loving Tax Services Inc November 2010 - Present
Northern Trust September 2011 - July 2014
Alliance Financial LLC November 2007 - July 2009
UIC Medical Center Mile Square July 2007 - November 2007
Man Financial November 2005 - November 2006
Refco, LLC July 2000 - November 2005
LFG, LLC January 1996 - July 2000
Southwest Women January 1997 - January 2000
Lindwaldock Brokerage July 1994 - January 1996
Skills
Accounts Receivable, General Ledger, Financial Statements, Balance, Equities, Microsoft Money, Bookkeeping, Ledger, 10 Key, Microsoft Excel, Lotus Notes, PeopleSoft, Microsoft Word, Customer Service, Account Reconciliation, Information Systems, information system...
Education
Keller Graduate School of Management of DeVry University 2014 — 2016
Master's Degree
Roosevelt University 2006 — 2011
Graduate
Robert Morris College 1998 — 2002
B. B. A
Loving Tax Services Inc November 2010 - Present
Northern Trust September 2011 - July 2014
Alliance Financial LLC November 2007 - July 2009
UIC Medical Center Mile Square July 2007 - November 2007
Man Financial November 2005 - November 2006
Refco, LLC July 2000 - November 2005
LFG, LLC January 1996 - July 2000
Southwest Women January 1997 - January 2000
Lindwaldock Brokerage July 1994 - January 1996
Skills
Accounts Receivable, General Ledger, Financial Statements, Balance, Equities, Microsoft Money, Bookkeeping, Ledger, 10 Key, Microsoft Excel, Lotus Notes, PeopleSoft, Microsoft Word, Customer Service, Account Reconciliation, Information Systems, information system...
Education
Keller Graduate School of Management of DeVry University 2014 — 2016
Master's Degree
Roosevelt University 2006 — 2011
Graduate
Robert Morris College 1998 — 2002
B. B. A
Andre Schwegler Andre Schwegler's Alliance Financial LLC Experience 1997 - Present
Job Managing Director at TerraNova Capital Partners, Inc.
Industry Investment Banking
Experience
TerraNova Capital Partners, Inc., TerraNova Capital Equities. Inc., member FINRA 2003 - Present
Alliance Financial, LLC 1997 - Present
Self Employed 1994 - 1997
Unicom Satellite Corporation 1990 - 1994
SAT TIME, Inc., and Teleport Denver, Ltd. 1980 - 1990
Accenture 1978 - 1980
Skills
Private Equity, Venture Capital, Mergers, Investment Banking, Corporate Finance, Private Placements, Business Planning, Joint Ventures, Investments, Restructuring, Emerging Markets, Financial Structuring, Due Diligence, Securities, Investor Relations, Valuation, IPO, Venture Financing, Hedge Funds, Structured Finance, Strategy, Capital Markets, Project Finance, Funding, Mergers & Acquisitions, Capital, Capital Raising, Reverse Mergers, Equity Capital Markets, M&A experience, Renewable Energy, Equities, Energy, Finance, Recapitalizations, Start-up Ventures, Growth Capital, Capital Formation, Alternative Investments, Executive Management, Angel Investing, Financial Modeling, Cleantech
Education
Clarkson University 1974 — 1978
BS, Business and Engineering
TerraNova Capital Partners, Inc., TerraNova Capital Equities. Inc., member FINRA 2003 - Present
Alliance Financial, LLC 1997 - Present
Self Employed 1994 - 1997
Unicom Satellite Corporation 1990 - 1994
SAT TIME, Inc., and Teleport Denver, Ltd. 1980 - 1990
Accenture 1978 - 1980
Skills
Private Equity, Venture Capital, Mergers, Investment Banking, Corporate Finance, Private Placements, Business Planning, Joint Ventures, Investments, Restructuring, Emerging Markets, Financial Structuring, Due Diligence, Securities, Investor Relations, Valuation, IPO, Venture Financing, Hedge Funds, Structured Finance, Strategy, Capital Markets, Project Finance, Funding, Mergers & Acquisitions, Capital, Capital Raising, Reverse Mergers, Equity Capital Markets, M&A experience, Renewable Energy, Equities, Energy, Finance, Recapitalizations, Start-up Ventures, Growth Capital, Capital Formation, Alternative Investments, Executive Management, Angel Investing, Financial Modeling, Cleantech
Education
Clarkson University 1974 — 1978
BS, Business and Engineering
Paul Ford Paul Ford's Alliance Financial LLC Experience January 1998 - January 2001
Job Director, Technology Strategy at Intouch Solutions
Industry Management Consulting
Experience
Intouch Solutions March 2015 - Present
Trexin Consulting March 2013 - March 2015
Mavenwave Partners January 2012 - March 2013
STA Group July 2008 - January 2012
STA Group October 2002 - July 2008
Agency.com April 2001 - October 2002
BroadVision August 2000 - April 2001
alliance financial llc January 1998 - January 2001
Xpedior July 1996 - August 2000
Montgomery Ward December 1995 - July 1996
Skills
Analysis, Mergers, Coaching, Documentation, Business Analysis, Business Strategy, Business Process Design, Google App Engine, Google Enterprise..., Java software..., jQuery, Development in many..., Software Development, Software Implementation, Use and Implementation..., Open Source, ASP.NET, Business Intelligence, Web Design, Databases, Data Analysis, E-commerce, Event Management, Flex, Governance, Software Documentation, Frameworks, C++, Java, SOA, IT Strategy, Solution Architecture, Enterprise Architecture, SDLC, Cloud Computing, Agile Methodologies, .NET, Mergers & Acquisitions, Web Services, Strategy, Architecture, Program Management, Management Consulting, Application Architecture, ITIL, Microsoft SQL Server, Analytics, Software Project..., Project Management, Consulting
Education
University of Essex 1992 — 1995
MSc/PgD, Computer Science for Artificial Intelligence
Oxford Brookes University 1988 — 1992
B.Eng, Electronic Engineering Systems Design, Upper Second Class with Honours (2:1) - GPA 3.8
Intouch Solutions March 2015 - Present
Trexin Consulting March 2013 - March 2015
Mavenwave Partners January 2012 - March 2013
STA Group July 2008 - January 2012
STA Group October 2002 - July 2008
Agency.com April 2001 - October 2002
BroadVision August 2000 - April 2001
alliance financial llc January 1998 - January 2001
Xpedior July 1996 - August 2000
Montgomery Ward December 1995 - July 1996
Skills
Analysis, Mergers, Coaching, Documentation, Business Analysis, Business Strategy, Business Process Design, Google App Engine, Google Enterprise..., Java software..., jQuery, Development in many..., Software Development, Software Implementation, Use and Implementation..., Open Source, ASP.NET, Business Intelligence, Web Design, Databases, Data Analysis, E-commerce, Event Management, Flex, Governance, Software Documentation, Frameworks, C++, Java, SOA, IT Strategy, Solution Architecture, Enterprise Architecture, SDLC, Cloud Computing, Agile Methodologies, .NET, Mergers & Acquisitions, Web Services, Strategy, Architecture, Program Management, Management Consulting, Application Architecture, ITIL, Microsoft SQL Server, Analytics, Software Project..., Project Management, Consulting
Education
University of Essex 1992 — 1995
MSc/PgD, Computer Science for Artificial Intelligence
Oxford Brookes University 1988 — 1992
B.Eng, Electronic Engineering Systems Design, Upper Second Class with Honours (2:1) - GPA 3.8
Matt VanBodegraven Matt VanBodegraven's Alliance Financial LLC Experience February 2014 - Present
Job Owner at Windmill Consulting
Industry Computer Networking
Experience
Alliance Financial LLC February 2014 - Present
Windmill Consulting August 2010 - Present
STA Group, LLC September 2011 - February 2014
ECS Consulting June 2009 - August 2010
People's Bank July 2008 - June 2009
Applied Systems August 2007 - July 2008
Education
Purdue University Calumet 2008 — 2010
Masters, Computer Information Technology
Purdue University Calumet 2002 — 2005
Bachelors, Computer Information Systems / Information Technology
Highland High School 1998 — 2002
Alliance Financial LLC February 2014 - Present
Windmill Consulting August 2010 - Present
STA Group, LLC September 2011 - February 2014
ECS Consulting June 2009 - August 2010
People's Bank July 2008 - June 2009
Applied Systems August 2007 - July 2008
Education
Purdue University Calumet 2008 — 2010
Masters, Computer Information Technology
Purdue University Calumet 2002 — 2005
Bachelors, Computer Information Systems / Information Technology
Highland High School 1998 — 2002
Alan Hu's Alliance Financial LLC Experience October 2003 - September 2007
Job Trade Operations Specialist at Aviva Investors
Industry Investment Banking
Experience
Aviva Investors August 2015 - Present
UBS O'Connor May 2011 - July 2015
BNP Paribas Fortis October 2007 - May 2011
ABN AMRO Asset management 2007 - 2009
Alliance Financial LLC October 2003 - September 2007
Education
University of Houston 2000 — 2002
Bachelor's Degree, Finanace
Aviva Investors August 2015 - Present
UBS O'Connor May 2011 - July 2015
BNP Paribas Fortis October 2007 - May 2011
ABN AMRO Asset management 2007 - 2009
Alliance Financial LLC October 2003 - September 2007
Education
University of Houston 2000 — 2002
Bachelor's Degree, Finanace
Paul Dembowski's Alliance Financial LLC Experience February 2015 - Present
Job
Industry Higher Education
Experience
Alliance Financial LLC February 2015 - Present
Alliance Financial LLC February 2015 - Present
Veritas Prep November 2008 - Present
FEMA July 2013 - January 2014
University of Chicago Information Technology Services July 2008 - October 2010
University of Chicago Information Technology Services September 2001 - June 2008
University of Chicago Booth School of Business November 1996 - January 2001
University of Chicago Press July 1991 - April 1996
NSIT Solution Center May 1994 - January 1996
Skills
Financial Analysis, Business Strategy, Project Management, Analysis, Program Management, Cross-functional Team..., Public Speaking, Budgets, Non-profits, Management, Leadership, Change Management, Process Improvement, Market Research, Marketing, Forecasting, Start-ups, Negotiation, Business Analysis, Vendor Management, CRM, Strategy, Entrepreneurship, Marketing Strategy, Business Development, Sales, Microsoft Office, Social Media, Project Planning, Team Leadership, Training, Business Intelligence, Recruiting, Nonprofits
Education
The University of Chicago - Booth School of Business 1997 — 2000
MBA, Marketing, Strategy, MOB, New Venture Strategy
University of San Francisco
BA, Decision Sciences
Alliance Financial LLC February 2015 - Present
Alliance Financial LLC February 2015 - Present
Veritas Prep November 2008 - Present
FEMA July 2013 - January 2014
University of Chicago Information Technology Services July 2008 - October 2010
University of Chicago Information Technology Services September 2001 - June 2008
University of Chicago Booth School of Business November 1996 - January 2001
University of Chicago Press July 1991 - April 1996
NSIT Solution Center May 1994 - January 1996
Skills
Financial Analysis, Business Strategy, Project Management, Analysis, Program Management, Cross-functional Team..., Public Speaking, Budgets, Non-profits, Management, Leadership, Change Management, Process Improvement, Market Research, Marketing, Forecasting, Start-ups, Negotiation, Business Analysis, Vendor Management, CRM, Strategy, Entrepreneurship, Marketing Strategy, Business Development, Sales, Microsoft Office, Social Media, Project Planning, Team Leadership, Training, Business Intelligence, Recruiting, Nonprofits
Education
The University of Chicago - Booth School of Business 1997 — 2000
MBA, Marketing, Strategy, MOB, New Venture Strategy
University of San Francisco
BA, Decision Sciences
William Kerpan's Alliance Financial LLC Experience 2000 - 2007
Job Data Setup Analyst at Aon Hewitt
Industry Financial Services
Experience
Aon Hewitt April 2011 - Present
Alliance Financial, LLC 2000 - 2007
Education
Columbia College Chicago 1984 — 1989
Aon Hewitt April 2011 - Present
Alliance Financial, LLC 2000 - 2007
Education
Columbia College Chicago 1984 — 1989
Dominick Cimaglia's Alliance Financial LLC Experience August 2011 - Present
Job Precious Metals Dealer at Alliance Financial
Industry Financial Services
Experience
Alliance Financial LLC August 2011 - Present
Eccleston Law Offices, P.C. May 2011 - August 2011
Mapding May 2011 - August 2011
Skills
Precious Metals, Market Making, Economics, Financial Markets, Alternative Investments, Hedging, Commodity Markets, Futures Trading, Silver, Gold
Education
DePaul University 2007 — 2011
Bachelor of Science, Finance
Montini Catholic High School 2003 — 2007
Alliance Financial LLC August 2011 - Present
Eccleston Law Offices, P.C. May 2011 - August 2011
Mapding May 2011 - August 2011
Skills
Precious Metals, Market Making, Economics, Financial Markets, Alternative Investments, Hedging, Commodity Markets, Futures Trading, Silver, Gold
Education
DePaul University 2007 — 2011
Bachelor of Science, Finance
Montini Catholic High School 2003 — 2007