Aspen Partners, Ltd.
Address: 9 E Franklin St, Richmond, VA 23219 Phone: (866) 277-3619: Hours: : : Place name: Website: : : Category: : Website: http://www.aspenpartners.com/ Category: Financial consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Aspen Partners Ltd Posting publicly on the Web Write a review Reviews Be the first to review
Aspen Partners, Ltd. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Aspen Partners, Ltd.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Aspen Partners, Ltd. Employees
Fort Washington Investment Advisors, Inc. January 2014 - Present
Mercer Investments February 2013 - November 2013
Mercer Investments January 2012 - February 2013
Aspen Partners, Ltd. June 2010 - August 2010
Boston Properties 2009 - 2010
MB Real Estate July 2008 - January 2009
C.H. Robinson Worldwide, Inc. July 2006 - July 2008
Skills
Valuation, Financial Modeling, Investments, Financial Analysis, Due Diligence, Private Equity, Equities
Education
Babson College - Franklin W. Olin Graduate School of Business 2009 — 2011
MBA, Finance / Investments
Miami University 2001 — 2006
Bachelor of Science, Finance
Giddy April 2012 - Present
Mainstreet May 2015 - September 2015
Mainstreet November 2014 - May 2015
Hatteras Funds November 2013 - November 2014
Hatteras Funds October 2011 - November 2013
Aspen Partners, Ltd. October 2009 - October 2011
Aspen Partners, Ltd. December 2007 - October 2009
Carolina Capital Markets May 2006 - August 2006
Skills
Managed Futures, Hedge Funds, Due Diligence, Portfolio Management, Mutual Funds, Alternative Investments, Asset Allocation, Commodity, Investments, Private Equity, Asset Managment, Asset Management, Securities, Equities, Bloomberg, Investment Strategies, Investment Management, Financial Modeling, Fixed Income, Trading, Valuation, Equity Research, Start-ups, Financial Advisory, Investor Relations, General Awesomeness
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2012 — 2014
Master of Business Administration (M.B.A.), Finance
St. Andrews Presbyterian College 2003 — 2007
B.A., Finance, cum laude
P. R. Morin Fine Woodworking & Design, LLC March 2014 - Present
PRM Advisors, LLC November 2012 - March 2014
Aspen Partners, Ltd. July 2010 - November 2012
6800 Capital, LLC 2008 - April 2010
Unigestion US, Ltd. 2003 - 2005
Commodities Corporation USA May 1989 - April 1997
Skills
Investments, Managed Futures, Fund Of Funds, Alternative Investments, Hedge Funds, Asset Managment, Asset Allocation, Portfolio Management, CTA, Trading, Commodity, Mutual Funds, Due Diligence, Equities, Investment Advisory, Fixed Income, Trading Systems, Asset Management, Derivatives, Private Equity, Risk Management
Education
Rider University 1993 — 1995
MBA, Business
Fairleigh Dickinson University 1986 — 1990
BS, Business
Rutgers University-New Brunswick
Cambridge Investment Research, Inc. November 2014 - Present
Cambridge Investment Research August 2014 - Present
Cambridge Investment Research December 2011 - Present
Cambridge Investment Research March 2006 - November 2011
Cambridge Investment Research Advisors, Inc. November 2010 - January 2011
Aspen Partners, Ltd. 2005 - 2006
Securities and Exchange Commission 2002 - 2005
Skills
FINRA, Investment Advisory, Series 7, 401k, Retirement, Series 66, Series 24, Securities
Education
University of Illinois at Urbana-Champaign - College of Business
Bachelor of Science (B.S.), Management Information Systems, General
Aspen Partners, Ltd. 1998 - Present
Skills
Hedge Funds, Investments, Asset Management, Due Diligence, Securities, Asset Allocation, Portfolio Management, Equities, Investment Advisory, Mutual Funds, Commodity
Education
Vanderbilt University
Bachelor's degree, History
Georgia State University 1979 — 1982
Master of Business Administration (M.B.A.), International Business/Trade/Commerce
Balentine June 2014 - Present
Roark Capital Group January 2006 - December 2013
Aspen Partners, Ltd. July 2001 - January 2006
Belcher Evans 1997 - 1999
Skills
Fundraising, Due Diligence, Strategic Planning, Private Equity, Entrepreneurship, Marketing, Heavy Calendaring, Project Management, Operations Management, Leadership, Change Management, Research, Customer Service, Analysis, Start-ups, Management, Mergers & Acquisitions, Sales, Microsoft Excel
Education
Georgia State University 1992 — 1995
BA, Anthropology
Dearborn Capital June 2014 - Present
Carrollton Investment Strategies April 2014 - June 2014
Aspen Partners, Ltd. November 2012 - April 2014
Campbell & Company August 1994 - January 2012
Rodman & Renshaw August 1992 - August 1994
Matsuo & Lasarre January 1992 - August 1992
Index Futures Group July 1990 - January 1992
Stotler & Company January 1990 - July 1990
Dellsher Investment Company January 1989 - January 1990
Greg Zaug Brokerage January 1988 - January 1989
Skills
30 years futures..., 20 years as a..., Series 3, 6, 22, 63, Investments, Alternative Investments, Hedge Funds, Trading, Managed Futures, Building Relationships, Commodity Risk..., Commodity Markets, Mutual Funds, Portfolio Management, Equities, Asset Management, Investment Advisory, Commodity, Investment Management, Financial Services, Financial Advisory, Securities, Series 63, Institutional..., Asset Allocation, FINRA, Wealth Management, Bonds, Trading Systems, Investment Strategies, Finance, Structured Products, Fixed Income, ETFs, Fund Of Funds, Equity Trading, Currency
Education
Brother Rice High School 1974 — 1978
DePaul University
Moraine Valley Community College
Saint Linus
YD Financial, Inc. October 2008 - Present
Aspen Partners, Ltd. January 2005 - February 2007
Aspen Partners, Ltd. December 2001 - December 2004
Skills
Portfolio Management, Retirement Planning, Investment Selection, Investments, Hedge Funds, Alternative Investments, Asset Managment, Due Diligence, Investment Advisory, Wealth Management...
Education
Clemson University 1989 — 1993
BS, Economics
Crestwood High School 1984 — 1989