AlphaSense, Inc.
Industry: Financial services company
DescriptionAlphaSense is a privately held technology company headquartered in New York, New York offering AI-powered business insights via a specialized search engine for financial services professionals, launched in 2011. Founded: 2011 Headquarters: New York City, NY Founders: Jaakko Kokko, Raj Neervannan
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AlphaSense, Inc. Employees
General Assembly June 2015 - Present
POSITIVE COACHING ALLIANCE January 2006 - Present
LogCheck July 2013 - June 2015
Footnoted.com April 2013 - July 2013
Grability, Inc. October 2012 - July 2013
Samasource September 2012 - April 2013
Yushino, LLC April 2012 - October 2012
AlphaSense, Inc. August 2010 - September 2012
Synaptic Digital (Formerly The NewsMarket) May 2008 - November 2010
Moody's Analytics (BQuotes was acquired by Moody's in 2008) April 2006 - May 2008
Skills
New Business Development, Product Development, Sales Process, Business Strategy, Sales Management, Strategic Partnerships, Salesforce.com, Marketing Strategy, Public Relations, Public Speaking, Sales Presentations, Executive Coaching, Contract Negotiations, Hedge Funds, Financial Technology, Market Opportunity..., International Project..., Executive Communications, Conducting Interviews, Cold Calling, Presenting Ideas, Group Presentations, Youth Mentoring, Social Entrepreneurship, Disruptive Technologies, Communication Training, Market Analysis, Contract Negotiation, Management, Entrepreneurship, Strategy, Sales, Marketing, CRM, SaaS, Market Research, Digital Media, Nonprofits, Positive Coaching, Positive Energy, High Energy Level, Great Motivator, Training, Business Development, Start-ups, Facebook, Email Marketing, Digital Marketing, Analytics, Leadership
Education
Brown University 1997 — 2001
Bachelor of Arts (B.A.), Urban Studies/Affairs
The Loyola School 1994 — 1997
Epiphany
Guidepoint January 2014 - Present
AlphaSense, Inc. August 2011 - Present
ARC Angel Fund January 2015 - Present
Management CV November 2012 - August 2014
New Canaan Public Schools January 2011 - May 2012
FactSet Research Systems 1987 - December 2010
FactSet Research Systems Inc. 2000 - 2004
FactSet Research Systems Inc. 1993 - 2000
Founders Asset Management 1985 - 1987
Skills
Product Management, Product Development, Product Marketing, Strategic Planning, Software Development, Software Implementation, Strategic Partnerships, Investment Banking, Start-ups, Market Research, Financial Services, Sales, Portfolio Management, Leadership, Team Management, Business Intelligence, Market Data, Management, Enterprise Software, Financial Markets, Business Strategy, Analysis, Analytics, Equity Research, Business Analysis, Entrepreneurship, Investments, Mergers & Acquisitions, Business Development, Strategy, Competitive Analysis
Education
University of Denver 1983 — 1987
BSBA, Decision Sciences - Operations Management
MSCI Inc. January 2014 - Present
MSCI Inc. February 2013 - January 2014
AlphaSense, Inc. October 2012 - January 2013
FactSet Research Systems September 2012 - October 2012
FactSet Research Systems October 2010 - September 2012
FactSet Research Systems March 2008 - October 2010
FactSet Research Systems July 2006 - March 2008
Skills
Market Data, Financial Software, Investments, Factset, Excel, Microsoft Excel, Financial Markets, Accounting Applications, Business Development, Financial Modeling, Finance, Sales, Equities, Management, Financial Analysis, Asset Management, Portfolio Management, Fixed Income
Education
University of Iowa 2001 — 2006
BBA, Finance, Management & Organizations
East Marshall High 1998 — 2001
Mosaic Research Management August 2014 - Present
AlphaSense, Inc. 2013 - 2014
EVA Dimensions 2008 - 2011
Jefferies & Company 2004 - 2007
Bear Stearns & Co. 2000 - 2002
Skills
Financial Markets, Fixed Income, Valuation, Investment Banking, Mutual Funds, Bloomberg, Equity Research, Equities, Trading, Hedge Funds, Financial Services, Foreign Exchange, Swaps, Investor Relations, Financial Modeling, Finance, Capital Markets, Investments, Options, Asset Allocation, Asset Management, Series 7, Sales Operations, Sales Management, Sales
Education
Emerson College 1998 — 2004
B.S.S., Communications and Public Relations
Tulane University 1997 — 1998
Marketing
AlphaSense, Inc. January 2015 - Present
eSignal August 1999 - December 2014
First DataBank March 1998 - August 1999
Mastering Computers March 1997 - November 1997
Phoenix New Times August 1996 - March 1997
GR Graphics January 1996 - August 1996
Peter Hantz June 1994 - October 1995
Skills
Photoshop, Illustrator, QuarkXPress, InDesign, Motion, Final Cut Pro, Icon Design, Web Design, Microsoft Office
Education
Northern Arizona University 1987 — 1991
Bachelor of Science, Advertising
AlphaSense, Inc. March 2015 - Present
CommVault June 2014 - February 2015
The Columns June 2009 - August 2014
Salve Regina University September 2012 - May 2014
Meridian Health June 2012 - August 2012
Salve Regina University September 2010 - May 2012
Skills
PowerPoint, Event Planning, Marketing, Public Relations, Microsoft Office, Social Media, Teamwork, Social Networking, Time Management, Customer Service, Public Speaking, Online Marketing, Photoshop, SPSS, Constant Contact, Dreamweaver, Cold Calling, Outlook, Corporate Branding, E-commerce, Computer Hardware, Software Installation, Salesforce.com, Applied Technology, IC3, Telecommunications, Return on Investment, Sales Operations, Sales Process, SEO
Education
Salve Regina University 2010 — 2014
Bachelor of Science (B.S.), Marketing
American University of Rome
Short-Term Summer Study Abroad Program
Monmouth Regional High School 2006 — 2010
AlphaSense, Inc. April 2012 - April 2013
Thomson Reuters January 2010 - April 2012
Independent Research Consultants May 2005 - December 2009
Thomson Financial September 1997 - May 2004
Franklin Environmental 1987 - 1997
Skills
Negotiation, Hedge Funds, Equities, Asset Management, Capital Markets, Research, New Business Development, Financial Markets, Contract Negotiation, Equity Research, Institutional, Market Data, Alternative Investments, Salesforce.com, Asset Managment, CRM, Investments, Electronic Trading, Start-ups, Outsourcing, Sales Process
Education
University of Massachusetts, Amherst 1982 — 1986
BS
Haver Analytics March 2015 - Present
Datamonitor Healthcare March 2014 - October 2014
ZocDoc March 2013 - February 2014
AlphaSense, Inc. August 2011 - November 2012
Skills
Salesforce.com, Entrepreneurship, Account Management, Sales, Cold Calling, Financial Modeling, Social Media, Financial Analysis, Sales Operations, CRM, Customer Service, Access, Public Speaking, Microsoft Excel, Data Analysis, PowerPoint, Microsoft Office, Equities, Economics, Valuation, Microsoft Word, Investments, Portfolio Management, Fixed Income, Research, SQL, Meeting Planning, Data Mining, Statistics, Analytics
Education
University of Maryland College Park 2007 — 2011
BA, Economics
wwp north
AlphaSense, Inc. June 2014 - Present
DigitalGlobe July 2011 - April 2014
Bloomberg LP September 2007 - July 2011
Wealth Preservation Group, LLC August 2002 - September 2007
Convergys Corporation June 2001 - August 2001
Paloma Partners Management Company August 1999 - August 2000
Oxford Health Plans 1996 - 1997
Oxford Health Plans 1996 - 1997
Skills
Financial Analysis, Equities, Bloomberg, Investments, Consultative Sales..., MBA, Marketing, Entrepreneurship, Bloomberg Terminal, Huthwaite SPIN Selling, Intrapreneurship, Business Development, Hedge Funds, Financial Markets, Capital Markets, Strategic Financial..., Strategy, Financial Services, Executive Management, Analysis, Mutual Funds, Market Data, Management, Solution Selling, Risk Management, Due Diligence, Financial Risk, Emerging Markets, Finance, CRM, SaaS, New Business Development, Fixed Income, Relationship Management, Start-ups, Salesforce.com, Insurance, Strategic Partnerships, Derivatives, Banking, Analytics, Sales
Education
The Ohio State University, Fisher College of Business 2000 — 2002
Master of Business Administration, Finance & Marketing
Boston University 1995 — 1999
BA, Economics
Greenwich High School 1991 — 1995
Diploma, General Studies
AlphaSense, Inc. January 2014 - Present
Bloomberg 2011 - 2013
FactSet Research Systems January 2009 - July 2011
Lehman Brothers March 2005 - March 2008
Lehman Brothers July 2001 - March 2005
Fidelity Investments May 2000 - August 2000
Education
The Johns Hopkins University 1998 — 2001
BA, Economics
Beachwood High School 1995 — 1998
AlphaSense, Inc. March 2015 - Present
S&P Capital IQ January 2014 - March 2015
S&P Capital IQ March 2013 - January 2014
S&P Capital IQ September 2012 - March 2013
Guidepoint Global June 2009 - September 2012
Vista Research Inc. - A Standard & Poor's Business June 2008 - June 2009
Commonfund June 2007 - August 2007
ASAM Investment Advisory (formerly JS Partners and JSP Advisers) June 2006 - August 2006
Skills
Equities, Financial Modeling, Equity Research, Fixed Income, Private Equity, Financial Analysis, Capital Markets, Hedge Funds, Economics, Valuation, Venture Capital, Investments, Alternative Investments, Capital IQ, Investment Banking, Search Analysis, Boolean Logic, Boolean Searching, Investor Relations, Investor Relations..., Corporate Development, Mergers & Acquisitions, Finance, Competitive Analysis, Due Diligence, Business Development, Securities, Relationship Management, Analytics, Corporate Finance, Asset Allocation, Financial Services, Analysis, Investment Strategies, Market Data, Mutual Funds, Strategy
Education
Saint Lawrence University 2004 — 2008
BA, Government, History
Wilton High School 2000 — 2004
AlphaSense, Inc. July 2014 - Present
Debtwire January 2012 - June 2014
Mergermarket August 2009 - January 2012
Debtwire July 2008 - August 2009
Mergermarket October 2007 - July 2008
Mergermarket August 2007 - September 2007
Skills
New Business Development, Business Strategy, Business Development, Account Management, Sales, CRM, Marketing Strategy, Lead Generation, Salesforce.com
Education
Fordham University 2004 — 2007
AlphaSense, Inc. January 2015 - Present
AlphaSense, Inc. March 2013 - January 2015
Capital IQ August 2011 - March 2013
Thomson Reuters September 2009 - July 2011
Thomson Reuters September 2008 - September 2009
Bloomberg June 2007 - September 2008
Skills
Equities, CRM, Analytics, Asset Managment, Investments, Investment Banking, Management, Financial Markets, Market Data, Fixed Income, Electronic Trading, Hedge Funds, Capital Markets, Bloomberg, Trading Systems, Financial Services, Asset Management, Portfolio Management, Analysis, Trading, Options, Finance, Equity Research, Bonds, Financial Modeling, Securities, Equity Trading
Education
University of Michigan 2003 — 2007
BS, Sociology with sub concentration in Business
University of Michigan
AlphaSense, Inc. December 2014 - Present
Xtract Research LLC June 2013 - December 2014
Care Investment Trust April 2011 - May 2013
Fordham University Women's Volleyball August 2007 - November 2010
Saks Fifth Avenue June 2010 - August 2010
Cole Haan, Nike Inc June 2009 - August 2009
Skills
Facebook, Social Media, Cision, PowerPoint, Event Planning, Microsoft Excel, Social Networking, Microsoft Office, Microsoft Word, Social Media Marketing, Research, Event Management, Public Relations, Press Releases, Marketing, Blogging, Tumblr, Public Speaking, Outlook, Editing, Office Administration, Strengthening Client..., Account Management, User Friendly, Ignatian Spirituality, Activities of Daily..., Party Planning, Alpha Generation, Contemporary Dance
Education
Fordham University 2007 — 2011
BS, Marketing, Communications
AlphaSense, Inc. February 2014 - Present
Markit Securities Finance April 2012 - January 2014
Data Explorers August 2011 - April 2012
Brown Brothers Harriman May 2011 - August 2011
Stoever Glass & Co May 2010 - January 2011
Skills
Hedge Funds, Equities, Equity Research, Financial Technology, Financial Markets, Microsoft Excel, Bloomberg, Financial Analysis, Market Data, Data Analysis, Capital IQ, Short Sales, Securities Lending, Relationship Management, PowerPoint, Microsoft Word, Fixed Income, Mutual Funds
Education
Colts Neck high school
Colts Neck high school
Marist College
Bachelor of Science, Business Administration; Finance
AlphaSense, Inc. July 2008 - Present
MajescoMastek (subs Mastek ) August 2007 - July 2008
ChoicePoint, Inc June 2006 - August 2007
ePolicy Solutions 2004 - 2007
Zettaworks (now Perficient) January 2004 - November 2004
Framesoft, LLC November 2001 - February 2004
Expeditrix Corp November 1999 - October 2001
Skills
SaaS, Product Management, Cloud Computing, Start-ups, Software Development, Innovation, Enterprise Software, Cross-functional Team..., Business Development, Global Operations, Strategy, Strategic Partnerships, Product Marketing, Product Development, Business Strategy, Analytics, Big Data, Entrepreneurship, Go-to-market Strategy, Technology Integration, Scalability
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA, Finance
Bowling Green State University 1993 — 1994
MS, Computer Science - Conc in Operations Research
Birla Institute of Technology and Science, Pilani 1988 — 1993
MS, Mathematics
Birla Institute of Technology and Science, Pilani 1988 — 1993
BE, Computer Science
Medrio April 2013 - Present
AlphaSense, Inc. February 2015 - Present
Heath Law Group, P.C. October 2014 - Present
Ian Birchall & Associates October 2010 - Present
Gemmiti Model Art October 2010 - April 2015
Heath-Newton LLP June 2014 - October 2014
Thomson Reuters October 2011 - August 2012
StarMIne Corporation October 2004 - May 2009
TDC May 2002 - October 2004
Zwillinger & Co November 1998 - May 2002
Skills
ADP Payroll, General Ledger, Accruals, Budgets, Payroll, Account Reconciliation, Recruiting, Accounting, Invoicing, QuickBooks, Financial Reporting, Microsoft Excel, Mergers & Acquisitions, Management, Financial Modeling, Financial Analysis, Revenue Recognition, Equities, Risk Management, Corporate Tax, Fixed Assets, Variance Analysis, Analysis, Start-ups, Business Analysis, Sarbanes-Oxley Act, GAAP
Education
University of Southern California
BS, Accounting
Alphasense, Inc. December 2009 - Present
Oakmont/Cypress June 2005 - February 2009
FTN Midwest Research June 2000 - March 2005
Geneva Corporate Finance August 1998 - June 2000
Boeing / McDonnell Douglas October 1988 - July 1998
Grumman June 1985 - October 1988
Skills
Mergers & Acquisitions, Valuation, Financial Modeling, Portfolio Management, Mergers, Financial Analysis, Finance, Analysis, Equity Research, Investments, Management, Equities
Education
University of Southern California - Marshall School of Business 1995 — 1998
MBA, Business
CFA Institue
CFA Charterholder, CFA Charter
New York University - Polytechnic School of Engineering 1986 — 1988
MSEE, Engineering
State University of New York College at Buffalo 1981 — 1985
BSEE, Engineering
AlphaSense, Inc. May 2013 - Present
FactSet Research Systems February 2011 - March 2013
J.P. Morgan July 2007 - July 2009
Education
University of Michigan - Stephen M. Ross School of Business 2003 — 2007
BBA, Business Administration