Asset Management
Description
Asset management refers to systematic approach to the governance and realization of value from the things that a group or entity is responsible for, over their whole life cycles. It may apply both to tangible assets and to intangible assets.
Asset Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Asset Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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43 Asset Management employees in database. Find out everything there's to know about Asset Management employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Asset Management Employees
Employee
Years
Job
Industry
Kimberly Rogers Kimberly Rogers's Asset Management Experience January 2008 - April 2010
Job Director at AmerisourceBergen
Industry Information Technology and Services
Experience
AmerisourceBergen April 2015 - Present
RealPage, Inc. May 2013 - February 2015
Pnc January 2010 - May 2013
Drive Financial Services January 2008 - April 2010
Santander Consumer USA January 2008 - April 2010
Asset Management January 2008 - April 2010
Santander Consumer USA January 2008 - January 2010
PNC February 2001 - February 2008
PNC February 2001 - February 2008
First Horizon Home Loan Corporation July 1997 - February 2001
Skills
Change Management, IT Operations, ITIL, Requirements Analysis, IT Service Management, Microsoft SQL Server, Software Documentation, Testing, MS Project, Software Development, Databases, Quality Assurance, Enterprise Software, Incident Management, Management, Problem Management, Technical Support, Servers, Microsoft Project
Education
Arkansas State University 2003 — 2005
Associates, Computer Science
Arkansas State University 2003 — 2005
A.A. Degree, Computer Information Systems
Arkansas State University 2002 — 2005
A.A. Degree, General Education
North Central Texas College 1998 — 2001
A.A. Degree, Business Administration & Computer Science
AmerisourceBergen April 2015 - Present
RealPage, Inc. May 2013 - February 2015
Pnc January 2010 - May 2013
Drive Financial Services January 2008 - April 2010
Santander Consumer USA January 2008 - April 2010
Asset Management January 2008 - April 2010
Santander Consumer USA January 2008 - January 2010
PNC February 2001 - February 2008
PNC February 2001 - February 2008
First Horizon Home Loan Corporation July 1997 - February 2001
Skills
Change Management, IT Operations, ITIL, Requirements Analysis, IT Service Management, Microsoft SQL Server, Software Documentation, Testing, MS Project, Software Development, Databases, Quality Assurance, Enterprise Software, Incident Management, Management, Problem Management, Technical Support, Servers, Microsoft Project
Education
Arkansas State University 2003 — 2005
Associates, Computer Science
Arkansas State University 2003 — 2005
A.A. Degree, Computer Information Systems
Arkansas State University 2002 — 2005
A.A. Degree, General Education
North Central Texas College 1998 — 2001
A.A. Degree, Business Administration & Computer Science
Jenny Bender Rose Rose Jenny Bender Rose Rose's Asset Management Experience June 2010 - May 2013
Job Document Specialist at Didlake, Inc.
Industry Financial Services
Experience
Didlake, Inc. June 2014 - Present
Asset Management June 2010 - May 2013
Skills
Microsoft Office, Microsoft Excel, Customer Service, Financial Analysis, Banking, Accounting, Insurance, Financial Reporting, Forecasting, Credit
Education
MiraCosta College 2009 — 2010
na
Didlake, Inc. June 2014 - Present
Asset Management June 2010 - May 2013
Skills
Microsoft Office, Microsoft Excel, Customer Service, Financial Analysis, Banking, Accounting, Insurance, Financial Reporting, Forecasting, Credit
Education
MiraCosta College 2009 — 2010
na
Emme Partain Emme Partain's Asset Management Experience November 2011 - Present
Job Property Manager at Asset Management PP
Industry Real Estate
Experience
Asset Management November 2011 - Present
Brown Consulting Group 2010 - Present
Bluestone & Hockley Real Estate Services February 2009 - December 2011
Bluestone & Hockley Real Estate Services 2009 - 2011
Charming Shoppes 2000 - 2003
Education
Portland State University 2007 — 2010
Bachelor of Science (BS), Health Services/Allied Health/Health Sciences, General
Portland State University 2006 — 2010
BS, Public Health
Asset Management November 2011 - Present
Brown Consulting Group 2010 - Present
Bluestone & Hockley Real Estate Services February 2009 - December 2011
Bluestone & Hockley Real Estate Services 2009 - 2011
Charming Shoppes 2000 - 2003
Education
Portland State University 2007 — 2010
Bachelor of Science (BS), Health Services/Allied Health/Health Sciences, General
Portland State University 2006 — 2010
BS, Public Health
Thomas Bakos Thomas Bakos's Asset Management Experience November 2007 - Present
Job SR IT Business Analyst at Blue Cross Blue Shield of Michigan
Industry Information Technology and Services
Experience
Asset Management November 2007 - Present
Blue Cross Blue Shield of Michigan January 2005 - November 2007
IMAC Services December 2003 - January 2005
XP Migration Project October 2003 - December 2003
Advanced Enterprise Technology Office May 2003 - December 2003
Blue Cross Blue Shield of Michigan September 2001 - May 2003
IT Request Mgt. Department February 1999 - September 2001
Blue Cross Blue Shield of Michigan June 1991 - February 1999
Skills
Servers, Operating Systems, Business Intelligence, IT Strategy, IT Management, XP, Incident Management, Project Management, Windows 7, HP, SDLC, Business Analysis, Vendor Management, Visio, Hardware, Enterprise Architecture, Requirements Analysis, Integration, Process Improvement, Disaster Recovery
Education
Henry Ford Community College
Associates degree, Science Information Systems
Henry Ford Community College 1991 — 1994
Associates, CS
Asset Management November 2007 - Present
Blue Cross Blue Shield of Michigan January 2005 - November 2007
IMAC Services December 2003 - January 2005
XP Migration Project October 2003 - December 2003
Advanced Enterprise Technology Office May 2003 - December 2003
Blue Cross Blue Shield of Michigan September 2001 - May 2003
IT Request Mgt. Department February 1999 - September 2001
Blue Cross Blue Shield of Michigan June 1991 - February 1999
Skills
Servers, Operating Systems, Business Intelligence, IT Strategy, IT Management, XP, Incident Management, Project Management, Windows 7, HP, SDLC, Business Analysis, Vendor Management, Visio, Hardware, Enterprise Architecture, Requirements Analysis, Integration, Process Improvement, Disaster Recovery
Education
Henry Ford Community College
Associates degree, Science Information Systems
Henry Ford Community College 1991 — 1994
Associates, CS
Richard J. Perry III, JD's Asset Management Experience August 2003 - February 2010
Job Investment Advisor/Consultant
Industry Financial Services
Experience
Cincinnati State Foundation January 2011 - Present
PNC Institutional Investments February 2010 - August 2012
Asset Management August 2003 - February 2010
Fund Evaluation Group April 1998 - July 2003
Skills
Investments, Portfolio Management, Asset Allocation, Asset Managment, Alternative Investments, Investment Strategies, Investment Management, Institutional Investors, Financial Analysis, Risk Management, Investment Advisory, Hedge Funds, Due Diligence, Wealth Management, Strategic Planning, Fixed Income, Mutual Funds, Securities, Treasury Management, Private Equity, Equities, Series 7, Institutional..., High Net Worth..., Asset Management
Education
University of Cincinnati College of Law 1994 — 1997
Juris Doctor, Law
Thomas More College 1991 — 1994
BA, Economics
Cincinnati State Foundation January 2011 - Present
PNC Institutional Investments February 2010 - August 2012
Asset Management August 2003 - February 2010
Fund Evaluation Group April 1998 - July 2003
Skills
Investments, Portfolio Management, Asset Allocation, Asset Managment, Alternative Investments, Investment Strategies, Investment Management, Institutional Investors, Financial Analysis, Risk Management, Investment Advisory, Hedge Funds, Due Diligence, Wealth Management, Strategic Planning, Fixed Income, Mutual Funds, Securities, Treasury Management, Private Equity, Equities, Series 7, Institutional..., High Net Worth..., Asset Management
Education
University of Cincinnati College of Law 1994 — 1997
Juris Doctor, Law
Thomas More College 1991 — 1994
BA, Economics
Tasha Hetrick Tasha Hetrick's Asset Management Experience June 2011 - August 2011
Job
Industry
Experience
Asset Management June 2011 - August 2011
Kohl's Department Store April 2010 - October 2010
Civil Engineering June 2009 - August 2009
McDonald's Corporation May 2008 - October 2008
Skills
Computer Proficiency, Microsoft Word, Microsoft Office, Microsoft Excel, Customer Service, Cash Register
Education
Great Falls College Montana State University 2011 — 2013
Lake Region State College 2009 — 2010
Central High School
North Dakota Board of NursingFeb 2009
Asset Management June 2011 - August 2011
Kohl's Department Store April 2010 - October 2010
Civil Engineering June 2009 - August 2009
McDonald's Corporation May 2008 - October 2008
Skills
Computer Proficiency, Microsoft Word, Microsoft Office, Microsoft Excel, Customer Service, Cash Register
Education
Great Falls College Montana State University 2011 — 2013
Lake Region State College 2009 — 2010
Central High School
North Dakota Board of NursingFeb 2009
Dwayne Cohen Dwayne Cohen's Asset Management Experience August 2008 - Present
Job Just got out the Military. Looking for jobs opportunties in the San Antonio Area
Industry Military
Experience
SAFETY MANAGEMENT August 2008 - Present
Asset Management August 2008 - Present
INTER-AGENCY/INSTALLATION RELATIONS January 2000 - Present
US Army July 2003 - June 2008
US Army September 2001 - July 2003
Skills
Microsoft Word, Microsoft Excel, Training, Command, Leadership, Operations Management, Weapons, Military, Mentoring, Military Experience, Government, Security Clearance, Combat, Operational Planning, Military Operations, Military Training, Defense, Force Protection, Emergency Management, Intelligence, Army, Physical Security, Supervisory Skills, Management, Tactics, Military Logistics, Organizational..., Information Assurance, Software Documentation
Education
San Antonio College
Associate’s Degree, Computer/Information Technology Administration and Management
Central Texas College
General Studies
SAFETY MANAGEMENT August 2008 - Present
Asset Management August 2008 - Present
INTER-AGENCY/INSTALLATION RELATIONS January 2000 - Present
US Army July 2003 - June 2008
US Army September 2001 - July 2003
Skills
Microsoft Word, Microsoft Excel, Training, Command, Leadership, Operations Management, Weapons, Military, Mentoring, Military Experience, Government, Security Clearance, Combat, Operational Planning, Military Operations, Military Training, Defense, Force Protection, Emergency Management, Intelligence, Army, Physical Security, Supervisory Skills, Management, Tactics, Military Logistics, Organizational..., Information Assurance, Software Documentation
Education
San Antonio College
Associate’s Degree, Computer/Information Technology Administration and Management
Central Texas College
General Studies
Christine O'Leary Christine O'Leary's Asset Management Experience June 2009 - August 2009
Job Professional Financial Analyst at IBM
Industry Banking
Experience
IBM May 2012 - Present
Ford Motor Company May 2011 - August 2011
Delta Delta Delta October 2009 - April 2011
Asset Management June 2009 - August 2009
BNY Mellon June 2005 - February 2009
BNY Mellon January 2005 - February 2009
Skills
Bloomberg, Microsoft Excel, PowerPoint, Securities, Fixed Income, Capital Markets, Sales, Government, Finance, Marketing, Investments, Financial Modeling, Corporate Finance, Strategy
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2010 — 2012
MBA Candidate, Finance
Carnegie Mellon University 2002 — 2005
Bachelor of Science, Business Administration
IBM May 2012 - Present
Ford Motor Company May 2011 - August 2011
Delta Delta Delta October 2009 - April 2011
Asset Management June 2009 - August 2009
BNY Mellon June 2005 - February 2009
BNY Mellon January 2005 - February 2009
Skills
Bloomberg, Microsoft Excel, PowerPoint, Securities, Fixed Income, Capital Markets, Sales, Government, Finance, Marketing, Investments, Financial Modeling, Corporate Finance, Strategy
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2010 — 2012
MBA Candidate, Finance
Carnegie Mellon University 2002 — 2005
Bachelor of Science, Business Administration
Paul Araman's Asset Management Experience March 2013 - May 2014
Job Territory Manager at Electronic Payments Industry
Industry Financial Services
Experience
Electronic Payments Industry December 2012 - Present
Asset Management March 2013 - May 2014
Araman & Associates December 2010 - March 2013
Mehta Partners February 2010 - December 2010
breakingviews June 2007 - December 2009
Morgan Stanley & Co January 2006 - May 2007
Ryan Beck & Co. June 1997 - December 2006
Oppenheimer & Co January 1994 - June 1997
Skills
Sales, New Business Development, Sales Pipeline..., Sales Management, Institutional Research..., Equity Research, Listening Skills, Cold Calling, Sales Presentations, Developing Client..., Executive Level Selling, Asset Gathering, Client Service, Investor Relations, Wealth Management, Financial Markets, Financial Advisory, Investment Advisory, Investment Products, Equities, Equity Derivatives, Options, Fixed Income, Mutual Funds, Hedge Funds, Alternative Investments, Series 63, Series 7, Asset Management, Asset Allocation, Portfolio Management, Trading Strategies, Retirement Plans, Strategic Communications, Sales Tools Development, Business Strategy, Start-ups, Venture Capital, Emerging Markets, Sell Side, Contract Negotiation, Contract Management, Microsoft Office, CRM software, Bloomberg, Thomson One, Client Development, Client Acquisition, Client Retention, Solution Selling
Education
New York University 1989 — 1991
Psychology & English
Boston University 1987 — 1989
Psychology & English
Northern Valley Regional H.S. at Old Tappan, NJ 1983 — 1987
Electronic Payments Industry December 2012 - Present
Asset Management March 2013 - May 2014
Araman & Associates December 2010 - March 2013
Mehta Partners February 2010 - December 2010
breakingviews June 2007 - December 2009
Morgan Stanley & Co January 2006 - May 2007
Ryan Beck & Co. June 1997 - December 2006
Oppenheimer & Co January 1994 - June 1997
Skills
Sales, New Business Development, Sales Pipeline..., Sales Management, Institutional Research..., Equity Research, Listening Skills, Cold Calling, Sales Presentations, Developing Client..., Executive Level Selling, Asset Gathering, Client Service, Investor Relations, Wealth Management, Financial Markets, Financial Advisory, Investment Advisory, Investment Products, Equities, Equity Derivatives, Options, Fixed Income, Mutual Funds, Hedge Funds, Alternative Investments, Series 63, Series 7, Asset Management, Asset Allocation, Portfolio Management, Trading Strategies, Retirement Plans, Strategic Communications, Sales Tools Development, Business Strategy, Start-ups, Venture Capital, Emerging Markets, Sell Side, Contract Negotiation, Contract Management, Microsoft Office, CRM software, Bloomberg, Thomson One, Client Development, Client Acquisition, Client Retention, Solution Selling
Education
New York University 1989 — 1991
Psychology & English
Boston University 1987 — 1989
Psychology & English
Northern Valley Regional H.S. at Old Tappan, NJ 1983 — 1987
Henry Fernandez Henry Fernandez's Asset Management Experience January 2014 - 2014
Job Corporate Strategy Rotational Associate at Cheniere Energy, Inc.
Industry Nonprofit Organization Management
Experience
Cheniere Energy, Inc. March 2015 - Present
Cheniere Energy, Inc. June 2014 - Present
Asset Management January 2014 - 2014
Cheniere Energy, Inc. June 2013 - August 2013
Infinity Media IM May 2012 - June 2012
Columbia University April 2007 - April 2012
Binghamton University, McNair Program June 2006 - August 2006
New York City Council May 2005 - August 2005
Skills
Policy, Policy Analysis, Research, International..., Economics, Community Outreach, Spanish, Energy Policy, Strategy, Program Management, Public Policy, Strategic Planning, Corporate Social..., International Relations, Politics, Management, Community Development, Project Planning, Fluent in Spanish, Leadership, Stata, Analysis, Microsoft Office, Natural Gas, Advanced Excel Modeling, Commodity Markets, SQL, LNG
Education
Columbia University - School of International and Public Affairs 2012 — 2014
Master of International Affairs, Energy Policy and Finance, 2014
Binghamton University
Bachelor of Arts, Political Science
Cheniere Energy, Inc. March 2015 - Present
Cheniere Energy, Inc. June 2014 - Present
Asset Management January 2014 - 2014
Cheniere Energy, Inc. June 2013 - August 2013
Infinity Media IM May 2012 - June 2012
Columbia University April 2007 - April 2012
Binghamton University, McNair Program June 2006 - August 2006
New York City Council May 2005 - August 2005
Skills
Policy, Policy Analysis, Research, International..., Economics, Community Outreach, Spanish, Energy Policy, Strategy, Program Management, Public Policy, Strategic Planning, Corporate Social..., International Relations, Politics, Management, Community Development, Project Planning, Fluent in Spanish, Leadership, Stata, Analysis, Microsoft Office, Natural Gas, Advanced Excel Modeling, Commodity Markets, SQL, LNG
Education
Columbia University - School of International and Public Affairs 2012 — 2014
Master of International Affairs, Energy Policy and Finance, 2014
Binghamton University
Bachelor of Arts, Political Science
Todd Barbey Todd Barbey's Asset Management Experience 1987 - Present
Job MHS LLC, Manager
Industry Ranching
Experience
MHS, LLC.,Registered Welsh Cobs November 1992 - Present
Asset Management 1987 - Present
Sharp Rehabilitation Center 1979 - 1986
Education
Bethel West Seminary 1985 — 1990
MATS, Pastoral Counseling
University of Puget Sound 1976 — 1977
BS, Occupational Therapy
University of Denver 1969 — 1972
BA, History and Psychology
Menlo College, School of Business Administration 1967 — 1969
Business Admin.
MHS, LLC.,Registered Welsh Cobs November 1992 - Present
Asset Management 1987 - Present
Sharp Rehabilitation Center 1979 - 1986
Education
Bethel West Seminary 1985 — 1990
MATS, Pastoral Counseling
University of Puget Sound 1976 — 1977
BS, Occupational Therapy
University of Denver 1969 — 1972
BA, History and Psychology
Menlo College, School of Business Administration 1967 — 1969
Business Admin.
David J. Lloyd David J. Lloyd's Asset Management Experience November 1992 - January 1993
Job Business Planning Consultant
Industry Financial Services
Experience
City of Gulf Shores October 2007 - Present
UzPromStroyBank May 2000 - December 2003
Asian Crossroads Loan Company (CAAEF) October 1997 - December 1999
IPC GMbH April 1997 - September 1997
TexakaBank September 1995 - April 1997
Peace Corps June 1993 - July 1995
Asset Management November 1992 - January 1993
CITIZENS FIDELITY BANK AND TRUST COMPANY June 1988 - March 1989
SOUTHTRUST BANK February 1987 - May 1988
Skills
Fluent Russian, MS Office Suite, Certified Pool Operator, Commercial Drivers..., Banking, CDL Class A, Strategic Planning, Microsoft Office, Business Planning, Credit, Due Diligence, Proposal Writing, Training, Analysis, Finance, Public Speaking, Leadership, Event Planning, Customer Service, Investments, Social Media, Public Relations, Team Building, Social Networking, Portfolio Management, Personal Shopping, Risk Management
Education
University of Georgia - Terry College of Business 1983 — 1984
MBA, Finance
University of South Alabama 1979 — 1982
BS, Business Finance
City of Gulf Shores October 2007 - Present
UzPromStroyBank May 2000 - December 2003
Asian Crossroads Loan Company (CAAEF) October 1997 - December 1999
IPC GMbH April 1997 - September 1997
TexakaBank September 1995 - April 1997
Peace Corps June 1993 - July 1995
Asset Management November 1992 - January 1993
CITIZENS FIDELITY BANK AND TRUST COMPANY June 1988 - March 1989
SOUTHTRUST BANK February 1987 - May 1988
Skills
Fluent Russian, MS Office Suite, Certified Pool Operator, Commercial Drivers..., Banking, CDL Class A, Strategic Planning, Microsoft Office, Business Planning, Credit, Due Diligence, Proposal Writing, Training, Analysis, Finance, Public Speaking, Leadership, Event Planning, Customer Service, Investments, Social Media, Public Relations, Team Building, Social Networking, Portfolio Management, Personal Shopping, Risk Management
Education
University of Georgia - Terry College of Business 1983 — 1984
MBA, Finance
University of South Alabama 1979 — 1982
BS, Business Finance
Stefanie Kirchheimer Stefanie Kirchheimer's Asset Management Experience September 2007 - July 2010
Job Director at PricewaterhouseCoopers
Industry Financial Services
Experience
PricewaterhouseCoopers LLP July 2010 - Present
Asset Management September 2007 - July 2010
PricewaterhouseCoopers LLP September 2004 - September 2007
PricewaterhouseCoopers LLP September 2002 - September 2004
Skills
Private Equity, Valuation, Hedge Funds
Education
Columbia University - Columbia Business School 2007 — 2009
MBA
New York University 1998 — 2002
Bachelor of Science (BS), Accounting and Finance
New York University - Leonard N. Stern School of Business 1998 — 2002
BS, Accounting/Finance
Wootton High School
PricewaterhouseCoopers LLP July 2010 - Present
Asset Management September 2007 - July 2010
PricewaterhouseCoopers LLP September 2004 - September 2007
PricewaterhouseCoopers LLP September 2002 - September 2004
Skills
Private Equity, Valuation, Hedge Funds
Education
Columbia University - Columbia Business School 2007 — 2009
MBA
New York University 1998 — 2002
Bachelor of Science (BS), Accounting and Finance
New York University - Leonard N. Stern School of Business 1998 — 2002
BS, Accounting/Finance
Wootton High School
Fred Norris III Fred Norris III's Asset Management Experience 1984 - 1986
Job President at Disaster Plus
Industry Environmental Services
Experience
Disaster Plus January 1986 - Present
Asset Management 1984 - 1986
Asset Management May 1983 - December 1985
Skills
Sales Management, Customer Service, Mold remediation, Water restoration and..., Guitar and keyboard, Worship Leading, Mold Remediation, Water Damage, Structural Drying, Carpet Cleaning, Carpet, Upholstery, Water Damage Restoration, Mold, Water, Air Quality, Indoor Air Quality, Area Rug Cleaning, Environmental..., Contractors, Strategic Planning, Environmental Services, Environmental Consulting, Restoration, Mitigation, Residential Homes, Small Business, Home Inspections, Flood Management, Flood, Expert Witness, Home Improvement, Renovation, Property Damage, Thermal Imaging, Asbestos, Demolition, Reconstruction, Fire Management, Hazardous Waste..., Fire Restoration, Industrial Hygiene, Landscaping, Environmental Compliance, HAZWOPER, Flooring, Green Building, TMDLs, Environmental Awareness, Land Development
Education
Clemson University 1976 — 1980
BS, Agricultural Engineering
Holly Hill High School 1972 — 1976
Disaster Plus January 1986 - Present
Asset Management 1984 - 1986
Asset Management May 1983 - December 1985
Skills
Sales Management, Customer Service, Mold remediation, Water restoration and..., Guitar and keyboard, Worship Leading, Mold Remediation, Water Damage, Structural Drying, Carpet Cleaning, Carpet, Upholstery, Water Damage Restoration, Mold, Water, Air Quality, Indoor Air Quality, Area Rug Cleaning, Environmental..., Contractors, Strategic Planning, Environmental Services, Environmental Consulting, Restoration, Mitigation, Residential Homes, Small Business, Home Inspections, Flood Management, Flood, Expert Witness, Home Improvement, Renovation, Property Damage, Thermal Imaging, Asbestos, Demolition, Reconstruction, Fire Management, Hazardous Waste..., Fire Restoration, Industrial Hygiene, Landscaping, Environmental Compliance, HAZWOPER, Flooring, Green Building, TMDLs, Environmental Awareness, Land Development
Education
Clemson University 1976 — 1980
BS, Agricultural Engineering
Holly Hill High School 1972 — 1976
Ioannis Tsoutsias, CFA's Asset Management Experience January 2012 - Present
Job Fellow at Harvard Kennedy School of Government
Industry International Affairs
Experience
Harvard Kennedy School of Government September 2014 - Present
Asset Management January 2012 - Present
GLOBAL FINANCE January 2007 - January 2012
Entepreneur October 1999 - September 2003
Skills
Corporate Finance, Private Equity, Investments, Valuation, Financial Modeling, Entrepreneurship, Real Estate Development, M&A experience, Venture Capital, Mergers & Acquisitions, Financial Reporting, Financial Analysis, Investment Banking, Emerging Markets, Due Diligence, Financial Structuring, Corporate Development, Real Estate, Real Estate Transactions, Commercial Real Estate, Restructuring, Business Valuation, LBO, Capital Markets, Asset Management, Structured Finance
Education
Harvard Kennedy School of Government 2013 — 2014
Mid-Career Master in Public Administration
Harvard Business School 2012 — 2012
General Management Program (GMP)
CFA INSTITUTE 2005 — 2008
CFA CHARTER
INSEAD 2005 — 2006
MBA
London Business School 2004 — 2005
MASTERS IN FINANCE
Athens University of Economics and Business 1996 — 2001
Bachelor's degree, Economics
Harvard Kennedy School of Government September 2014 - Present
Asset Management January 2012 - Present
GLOBAL FINANCE January 2007 - January 2012
Entepreneur October 1999 - September 2003
Skills
Corporate Finance, Private Equity, Investments, Valuation, Financial Modeling, Entrepreneurship, Real Estate Development, M&A experience, Venture Capital, Mergers & Acquisitions, Financial Reporting, Financial Analysis, Investment Banking, Emerging Markets, Due Diligence, Financial Structuring, Corporate Development, Real Estate, Real Estate Transactions, Commercial Real Estate, Restructuring, Business Valuation, LBO, Capital Markets, Asset Management, Structured Finance
Education
Harvard Kennedy School of Government 2013 — 2014
Mid-Career Master in Public Administration
Harvard Business School 2012 — 2012
General Management Program (GMP)
CFA INSTITUTE 2005 — 2008
CFA CHARTER
INSEAD 2005 — 2006
MBA
London Business School 2004 — 2005
MASTERS IN FINANCE
Athens University of Economics and Business 1996 — 2001
Bachelor's degree, Economics
Renée Michel Renée Michel's Asset Management Experience August 2003 - July 2011
Job Financial Advisor @ Asset Management Group
Industry Financial Services
Experience
California State University, Chico August 2014 - Present
Asset Management Group June 2011 - Present
Asset Management August 2003 - July 2011
Legal and Genergal America July 2000 - April 2003
Skills
Investment Strategies, Organizational..., Portfolio Management, Retirement Planning, Retirement Plan..., Qualified Retirement..., College Savings Plans, Budget Process, Business Analysis, Behavioral Finance, Licensed Life Insurance..., Estate Planning, Personal Tax Planning, Cash Flow Forecasting, Financial Risk..., Wealth Management..., Wealth Accumulation, Wealth Preservation..., Wealth Management, Mutual Funds, Financial Advisory, Financial Services
Education
California State University-Chico 2009 — 2011
MBA, MBA
Catoctin
University of Maryland University College
BS, Business
California State University, Chico August 2014 - Present
Asset Management Group June 2011 - Present
Asset Management August 2003 - July 2011
Legal and Genergal America July 2000 - April 2003
Skills
Investment Strategies, Organizational..., Portfolio Management, Retirement Planning, Retirement Plan..., Qualified Retirement..., College Savings Plans, Budget Process, Business Analysis, Behavioral Finance, Licensed Life Insurance..., Estate Planning, Personal Tax Planning, Cash Flow Forecasting, Financial Risk..., Wealth Management..., Wealth Accumulation, Wealth Preservation..., Wealth Management, Mutual Funds, Financial Advisory, Financial Services
Education
California State University-Chico 2009 — 2011
MBA, MBA
Catoctin
University of Maryland University College
BS, Business
Emilia Mahaffey Emilia Mahaffey's Asset Management Experience August 2010 - March 2011
Job Archivist at The History Factory
Industry Libraries
Experience
The History Factory November 2012 - Present
Stitt Library - Presbyterian Seminary September 2011 - July 2012
Choice Asset Management August 2010 - March 2011
Asset Management August 2010 - March 2011
UCLA Preservation Department 2011 - 2011
Career Blazers November 2009 - June 2010
Career Blazers November 2009 - June 2010
Career Blazers 2009 - 2010
Lycee de la Vallee du Cailly, French Government October 2008 - April 2009
Lycee de la Vallee du Cailly, French Government October 2008 - April 2009
Skills
Microsoft Office, Archives, Writing, Research, French, Editing, Library, Windows, Social Media, Public Speaking, Photoshop, ABBYY FineReader, Library Reference, Business Continuity..., Digital Archiving, Cataloging, Disk Imaging, EAD, MARC 21, Copy Cataloging, Archivists' Toolkit, Collection Development, Digitization, Online Research, Digital Libraries, Information Management, Metadata, Digital Preservation, Library Instruction, Information Literacy, History, Blogging, Archival Research, Academic Libraries, Archival Processing, Library Research, Dublin Core, Library Management, Information Retrieval, Virtual Reference, LCSH, Electronic Resources, Historical Research, Archival Preservation, Libraries
Education
The University of Texas at Austin 2010 — 2012
MSIS, Information Studies
The University of Texas at Austin 2010 — 2012
MSIS, Library Science
The University of Texas at Austin, School of Information 2010 — 2012
Masters of Science, Information Studies
The University of Texas at Austin, School of Information 2010 — 2012
Masters of Science, Information Studies
Shakespeare at Winedale 2009 — 2009
Shakespeare at Winedale 2009 — 2009
Sorbonne University 2009 — 2009
The College of Wooster 2004 — 2008
BA, French and Comparative Literature
The College of Wooster 2004 — 2008
Bachelor of Arts Comparative, Literature and French
The College of Wooster 2004 — 2008
Bachelor of Arts Comparative, Literature and French
The History Factory November 2012 - Present
Stitt Library - Presbyterian Seminary September 2011 - July 2012
Choice Asset Management August 2010 - March 2011
Asset Management August 2010 - March 2011
UCLA Preservation Department 2011 - 2011
Career Blazers November 2009 - June 2010
Career Blazers November 2009 - June 2010
Career Blazers 2009 - 2010
Lycee de la Vallee du Cailly, French Government October 2008 - April 2009
Lycee de la Vallee du Cailly, French Government October 2008 - April 2009
Skills
Microsoft Office, Archives, Writing, Research, French, Editing, Library, Windows, Social Media, Public Speaking, Photoshop, ABBYY FineReader, Library Reference, Business Continuity..., Digital Archiving, Cataloging, Disk Imaging, EAD, MARC 21, Copy Cataloging, Archivists' Toolkit, Collection Development, Digitization, Online Research, Digital Libraries, Information Management, Metadata, Digital Preservation, Library Instruction, Information Literacy, History, Blogging, Archival Research, Academic Libraries, Archival Processing, Library Research, Dublin Core, Library Management, Information Retrieval, Virtual Reference, LCSH, Electronic Resources, Historical Research, Archival Preservation, Libraries
Education
The University of Texas at Austin 2010 — 2012
MSIS, Information Studies
The University of Texas at Austin 2010 — 2012
MSIS, Library Science
The University of Texas at Austin, School of Information 2010 — 2012
Masters of Science, Information Studies
The University of Texas at Austin, School of Information 2010 — 2012
Masters of Science, Information Studies
Shakespeare at Winedale 2009 — 2009
Shakespeare at Winedale 2009 — 2009
Sorbonne University 2009 — 2009
The College of Wooster 2004 — 2008
BA, French and Comparative Literature
The College of Wooster 2004 — 2008
Bachelor of Arts Comparative, Literature and French
The College of Wooster 2004 — 2008
Bachelor of Arts Comparative, Literature and French
Kristen Picano Kristen Picano's Asset Management Experience August 2014 - Present
Job Property Management Atlanta, GA
Industry Facilities Services
Experience
Asset Management August 2014 - Present
General Electric June 2003 - August 2014
Skills
Six Sigma, Pricing Strategy, Product Management, Pricing, Sales Management, New Business Development, Lighting Control, Marketing Strategy, Strategic Planning, Energy Management, Business Development, Contract Negotiation, Cross-functional Team..., Key Account Management, Negotiation, Product Development, Product Marketing, Sales Operations, Account Management
Education
Northeastern University 1999 — 2003
BSBA, Marketing Communications
Asset Management August 2014 - Present
General Electric June 2003 - August 2014
Skills
Six Sigma, Pricing Strategy, Product Management, Pricing, Sales Management, New Business Development, Lighting Control, Marketing Strategy, Strategic Planning, Energy Management, Business Development, Contract Negotiation, Cross-functional Team..., Key Account Management, Negotiation, Product Development, Product Marketing, Sales Operations, Account Management
Education
Northeastern University 1999 — 2003
BSBA, Marketing Communications
Tom Zaczyk Tom Zaczyk's Asset Management Experience November 1999 - January 2001
Job Owner at Tom Z Productions, Ltd
Industry Photography
Experience
Tom Z Productions, Ltd. August 2014 - Present
Western Cinemalab aka The Cinemalab March 2013 - September 2014
Shelter Entertainment Studios, Inc, February 2010 - December 2012
SONY PICTURES ENTERTAINMENT March 2007 - February 2010
Sony Pictures Entertainment August 2003 - February 2007
Sony Pictures Entertainment January 2001 - August 2003
Asset Management November 1999 - January 2001
CINETECH MOTION PICTURE LABORATORY January 1998 - November 1999
ENCORE MEDIA COPORATIONS June 1997 - January 1998
WESTERN CINE LABORATORY January 1980 - May 1997
Education
Gannon University 1969 — 1971
Accounting, Accounting/Economics
Tom Z Productions, Ltd. August 2014 - Present
Western Cinemalab aka The Cinemalab March 2013 - September 2014
Shelter Entertainment Studios, Inc, February 2010 - December 2012
SONY PICTURES ENTERTAINMENT March 2007 - February 2010
Sony Pictures Entertainment August 2003 - February 2007
Sony Pictures Entertainment January 2001 - August 2003
Asset Management November 1999 - January 2001
CINETECH MOTION PICTURE LABORATORY January 1998 - November 1999
ENCORE MEDIA COPORATIONS June 1997 - January 1998
WESTERN CINE LABORATORY January 1980 - May 1997
Education
Gannon University 1969 — 1971
Accounting, Accounting/Economics
Jonathan Fraiman's Asset Management Experience 2004 - 2010
Job Sr. Mortgage Advisor
Industry Real Estate
Experience
Mortgage Advisor June 2012 - Present
Merrill Lynch January 2010 - August 2012
Asset Management 2004 - 2010
Skills
Investment Banking, Residential Mortgages, Mortgage Lending, Mortgage Banking, Loan Origination, Credit Analysis, Investment Properties, Banking, Real Estate, Finance, Loans, Leadership, Financial Services, Private Equity, Negotiation, Credit, Selling, Refinance, First Time Home Buyers, Real Estate Financing, VA loans, FHA financing, Valuation, FHA, Financial Structuring, Management, Investments, Funding, Reverse Mortgages, Customer Service, Rates, Mortgage Underwriting, Asset Management, Loan Servicing, Equities, Loss Mitigation, Underwriting, Analysis, Foreclosures, Real Estate Transactions, Microsoft Excel, Residential Homes, Marketing, Referrals, Sales
Education
University of Massachusetts, Amherst 1998 — 2004
Bachelor of Arts, English
CMB
Certified Mortgage Banker CMB, Real Estate
Mortgage Advisor June 2012 - Present
Merrill Lynch January 2010 - August 2012
Asset Management 2004 - 2010
Skills
Investment Banking, Residential Mortgages, Mortgage Lending, Mortgage Banking, Loan Origination, Credit Analysis, Investment Properties, Banking, Real Estate, Finance, Loans, Leadership, Financial Services, Private Equity, Negotiation, Credit, Selling, Refinance, First Time Home Buyers, Real Estate Financing, VA loans, FHA financing, Valuation, FHA, Financial Structuring, Management, Investments, Funding, Reverse Mortgages, Customer Service, Rates, Mortgage Underwriting, Asset Management, Loan Servicing, Equities, Loss Mitigation, Underwriting, Analysis, Foreclosures, Real Estate Transactions, Microsoft Excel, Residential Homes, Marketing, Referrals, Sales
Education
University of Massachusetts, Amherst 1998 — 2004
Bachelor of Arts, English
CMB
Certified Mortgage Banker CMB, Real Estate
Pamela Mohl Pamela Mohl's Asset Management Experience March 1985 - October 1987
Job Former Constituent Caseworker United States Senator Kent Conrad
Industry Government Administration
Experience
Office of United States Senator Kent Conrad October 1987 - January 2013
Asset Management March 1985 - October 1987
Minneapolis Modeling Agency June 1975 - September 1979
Skills
Event Planning, Non-profits, Public Relations, Public Speaking, Fundraising, Mayan Studies, Conflict Resolution, Government Services..., Public Policy, Community Development, Strategic Communications, Research, Program Development, Government, Nonprofits, Policy Analysis, Team Building, Volunteer Management, Community Outreach, Politics, Policy, Legislative Relations, Media Relations, Political Campaigns, International Relations, Grassroots Organizing, Grant Writing, Management, Grants
Education
Dickinson State University
Office of United States Senator Kent Conrad October 1987 - January 2013
Asset Management March 1985 - October 1987
Minneapolis Modeling Agency June 1975 - September 1979
Skills
Event Planning, Non-profits, Public Relations, Public Speaking, Fundraising, Mayan Studies, Conflict Resolution, Government Services..., Public Policy, Community Development, Strategic Communications, Research, Program Development, Government, Nonprofits, Policy Analysis, Team Building, Volunteer Management, Community Outreach, Politics, Policy, Legislative Relations, Media Relations, Political Campaigns, International Relations, Grassroots Organizing, Grant Writing, Management, Grants
Education
Dickinson State University
Elizabeth McCracken Elizabeth McCracken's Asset Management Experience May 2015 - Present
Job Corporate M&A Associate
Industry Investment Management
Experience
Asset Management May 2015 - Present
Self-Employed November 2013 - Present
Nazca Ventures June 2012 - August 2012
PNC Financial Services Group August 2009 - May 2011
SunGard Consulting Services August 2006 - July 2009
Carolina First Bank September 2005 - August 2006
Skills
Financial Services, Business Process..., Operational Risk..., Banking, Alternative Investments, Hedge Funds, Venture Capital, Information Technology, Technology Management, Management Consulting, Due Diligence, Start-ups, Finance, Investments, Business Strategy, Business Process, Program Management, Financial Modeling, Valuation
Education
University of Pennsylvania - The Wharton School 2011 — 2013
Master of Business Administration (M.B.A.), Entrepreneurship / Operations and Information Management
University of Pennsylvania - The Lauder Institute 2011 — 2013
Master's Degree, International/Global Studies
Washington and Lee University 2001 — 2005
BA, Mathematics and Spanish
Asset Management May 2015 - Present
Self-Employed November 2013 - Present
Nazca Ventures June 2012 - August 2012
PNC Financial Services Group August 2009 - May 2011
SunGard Consulting Services August 2006 - July 2009
Carolina First Bank September 2005 - August 2006
Skills
Financial Services, Business Process..., Operational Risk..., Banking, Alternative Investments, Hedge Funds, Venture Capital, Information Technology, Technology Management, Management Consulting, Due Diligence, Start-ups, Finance, Investments, Business Strategy, Business Process, Program Management, Financial Modeling, Valuation
Education
University of Pennsylvania - The Wharton School 2011 — 2013
Master of Business Administration (M.B.A.), Entrepreneurship / Operations and Information Management
University of Pennsylvania - The Lauder Institute 2011 — 2013
Master's Degree, International/Global Studies
Washington and Lee University 2001 — 2005
BA, Mathematics and Spanish
Melissa Cardonick Melissa Cardonick's Asset Management Experience 2012 - 2012
Job BSBA Accounting & MIS at Northeastern University
Industry Accounting
Experience
Anchin, Block & Anchin LLP January 2014 - June 2014
Anchin, Block & Anchin LLP January 2013 - August 2013
Asset Management 2012 - 2012
Northeastern University RSO September 2011 - December 2011
Panera Bread January 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Data Entry, Outlook, Time Management, Accounting, Teamwork, Social Media, Facebook, Windows, Financial Reporting
Education
Northeastern University 2010 — 2015
BSBA, Accounting & Management Information Systems
Conestoga High School 2006 — 2010
Anchin, Block & Anchin LLP January 2014 - June 2014
Anchin, Block & Anchin LLP January 2013 - August 2013
Asset Management 2012 - 2012
Northeastern University RSO September 2011 - December 2011
Panera Bread January 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Data Entry, Outlook, Time Management, Accounting, Teamwork, Social Media, Facebook, Windows, Financial Reporting
Education
Northeastern University 2010 — 2015
BSBA, Accounting & Management Information Systems
Conestoga High School 2006 — 2010
Renee' Gibson ~ SPHR's Asset Management Experience April 1996 - March 1998
Job HCM Consultant
Industry Human Resources
Experience
Windsor HR Services, Inc. June 2012 - February 2015
White House Black Market February 2011 - July 2012
La 'Eener LLC September 2010 - June 2012
Retalix USA Inc April 2010 - September 2010
Injury Management Organization December 2008 - September 2010
Active Relationships Center August 2008 - December 2008
Northcutt Law Office March 2006 - June 2006
CAMCO, Inc April 2003 - April 2005
Equity Residential March 1998 - October 2003
Asset Management April 1996 - March 1998
Skills
Team Building, Budgets, Training, Customer Service, Management, Microsoft Office, Negotiation, Leadership, Recruiting, Employee Benefits, Forecasting, Business Development, Problem Solving, Hiring, Strategy, Sales, Strategic Planning, SPHR, Customer Relations, Process Scheduler, Certified Senior..., Budgeting, PowerPoint, Accounting, Oracle Business Analyst, Small Business..., Scheduling, Workday
Education
Southern Methodist University 2006 — 2008
Bachelor, Business Administration ~ Management
Southern Methodist University - Cox School of Business 2006 — 2008
Bachelor of Business Administration, Strategic Management
Collin County Community College 2003 — 2006
Associate of Science
Windsor HR Services, Inc. June 2012 - February 2015
White House Black Market February 2011 - July 2012
La 'Eener LLC September 2010 - June 2012
Retalix USA Inc April 2010 - September 2010
Injury Management Organization December 2008 - September 2010
Active Relationships Center August 2008 - December 2008
Northcutt Law Office March 2006 - June 2006
CAMCO, Inc April 2003 - April 2005
Equity Residential March 1998 - October 2003
Asset Management April 1996 - March 1998
Skills
Team Building, Budgets, Training, Customer Service, Management, Microsoft Office, Negotiation, Leadership, Recruiting, Employee Benefits, Forecasting, Business Development, Problem Solving, Hiring, Strategy, Sales, Strategic Planning, SPHR, Customer Relations, Process Scheduler, Certified Senior..., Budgeting, PowerPoint, Accounting, Oracle Business Analyst, Small Business..., Scheduling, Workday
Education
Southern Methodist University 2006 — 2008
Bachelor, Business Administration ~ Management
Southern Methodist University - Cox School of Business 2006 — 2008
Bachelor of Business Administration, Strategic Management
Collin County Community College 2003 — 2006
Associate of Science
Randy Burcham Randy Burcham's Asset Management Experience July 2009 - February 2010
Job Credit Administration
Industry Banking
Experience
Union Bank & Trust June 2012 - Present
Virginia Community Capital February 2010 - June 2012
Virginia Community Capital January 2010 - June 2012
Asset Management July 2009 - February 2010
SunTrust August 2001 - February 2010
SunTrust Bank January 1992 - January 2010
SunTrust Community Capital Corporation January 2000 - July 2009
SunTrust January 2000 - July 2009
SunTrust Bank June 2001 - June 2009
Government and Regulatory Affairs January 1991 - January 1992
Skills
Commercial Lending, Construction Loans, Real Estate, Credit, Real Estate Finance, Loans, Banking, Financial Analysis, Real Estate Economics, Mortgage Lending, Real Estate Development, Affordable Housing, Commercial Real Estate, Analysis, Consumer Lending, Lines Of Credit, Finance, Refinance, Small Business Lending, Loan Origination, Underwriting, Commercial Mortgages
Education
Virginia Commonwealth University 1990 — 1995
Masters of Taxation
Virginia Commonwealth University
Masters of Taxation
Virginia Commonwealth University
a post-baccalaureate degree, Accounting
Virginia Commonwealth University
a post-baccalaureate degree, Accounting
Old Dominion University 1975 — 1977
BS, Finance
Old Dominion University 1975 — 1977
Bachelor of Science, Business Administration; Finance
Old Dominion University 1975 — 1977
Bachelor of Science, Business Administration; Finance
Virginia Polytechnic Institute and State University
Union Bank & Trust June 2012 - Present
Virginia Community Capital February 2010 - June 2012
Virginia Community Capital January 2010 - June 2012
Asset Management July 2009 - February 2010
SunTrust August 2001 - February 2010
SunTrust Bank January 1992 - January 2010
SunTrust Community Capital Corporation January 2000 - July 2009
SunTrust January 2000 - July 2009
SunTrust Bank June 2001 - June 2009
Government and Regulatory Affairs January 1991 - January 1992
Skills
Commercial Lending, Construction Loans, Real Estate, Credit, Real Estate Finance, Loans, Banking, Financial Analysis, Real Estate Economics, Mortgage Lending, Real Estate Development, Affordable Housing, Commercial Real Estate, Analysis, Consumer Lending, Lines Of Credit, Finance, Refinance, Small Business Lending, Loan Origination, Underwriting, Commercial Mortgages
Education
Virginia Commonwealth University 1990 — 1995
Masters of Taxation
Virginia Commonwealth University
Masters of Taxation
Virginia Commonwealth University
a post-baccalaureate degree, Accounting
Virginia Commonwealth University
a post-baccalaureate degree, Accounting
Old Dominion University 1975 — 1977
BS, Finance
Old Dominion University 1975 — 1977
Bachelor of Science, Business Administration; Finance
Old Dominion University 1975 — 1977
Bachelor of Science, Business Administration; Finance
Virginia Polytechnic Institute and State University
John Oh's Asset Management Experience 2001 - 2003
Job Director, Quantitative Analysis and Strategy at BMO Harris Bank
Industry Financial Services
Experience
BMO Harris Bank June 2015 - Present
MUFG Americas January 2012 - 2015
Southern California Edison (SCE) 2010 - 2012
Ketchum Trading/Breakwater Trading 2009 - 2010
Countrywide Financial 2005 - 2006
ABN AMRO Bank N.V. 2004 - 2004
Asset Management 2001 - 2003
Skills
VBA, R, Options, Derivatives, Quantitative Analytics, Financial Modeling, Risk Management, SAS, Matlab, Trading, Quantitative Finance, SQL, Hedging, Financial Risk, Stress Testing, Portfolio Management, Python, C++, Quantitative Investing, Investments, Credit Risk, Financial Analysis, Project Finance, Risk Analytics, ALM, Commodity Risk..., CDS, MBS, CCAR, DFAST, C&I, Natural Gas Trading, Volatility Arbitrage, Prepayment, VAR, Market Risk, ICAAP
Education
University of California, Berkeley - Walter A. Haas School of Business
MFE, Financial Engineering
University of California, Berkeley
BS, Industrial Engineering and Operations Research
BMO Harris Bank June 2015 - Present
MUFG Americas January 2012 - 2015
Southern California Edison (SCE) 2010 - 2012
Ketchum Trading/Breakwater Trading 2009 - 2010
Countrywide Financial 2005 - 2006
ABN AMRO Bank N.V. 2004 - 2004
Asset Management 2001 - 2003
Skills
VBA, R, Options, Derivatives, Quantitative Analytics, Financial Modeling, Risk Management, SAS, Matlab, Trading, Quantitative Finance, SQL, Hedging, Financial Risk, Stress Testing, Portfolio Management, Python, C++, Quantitative Investing, Investments, Credit Risk, Financial Analysis, Project Finance, Risk Analytics, ALM, Commodity Risk..., CDS, MBS, CCAR, DFAST, C&I, Natural Gas Trading, Volatility Arbitrage, Prepayment, VAR, Market Risk, ICAAP
Education
University of California, Berkeley - Walter A. Haas School of Business
MFE, Financial Engineering
University of California, Berkeley
BS, Industrial Engineering and Operations Research
Daniel Oehl, CFA Daniel Oehl, CFA's Asset Management Experience January 2003 - July 2004
Job Director Finance, Strategy. M&A
Industry Logistics and Supply Chain
Experience
RailAmerica April 2011 - January 2013
Independent Portfolios September 2009 - March 2011
Honeywell International November 2006 - August 2009
FMV Opinions, Inc. November 2005 - November 2006
United States Peace Corps July 2004 - October 2005
Asset Management January 2003 - July 2004
Zemi Communications April 2001 - December 2002
ISS Institutional Shareholder Services August 1998 - January 2001
American Express January 1997 - December 1997
CCAA - Maceio August 1994 - July 1995
Skills
Microsoft Excel, Financial Modeling, Mergers, Strategic Planning, Project Management, Business Strategy, Business Valuation, Financial Analysis, Business Development, Investor Relations, Portfolio Management, Mergers & Acquisitions, Management, Process Improvement, Due Diligence, Private Equity, Valuation, Program Management, Strategy, Financial Reporting, Analysis, Finance, Corporate Development, Cross-functional Team..., Change Management, Forecasting, Project Planning, Acquisition Integration
Education
Thunderbird School of Global Management 1996 — 1997
MBA, International Management
University of Pittsburgh
BA, Philosophy
Northwestern University
Chemical Engineering
Peters Township H.S.
RailAmerica April 2011 - January 2013
Independent Portfolios September 2009 - March 2011
Honeywell International November 2006 - August 2009
FMV Opinions, Inc. November 2005 - November 2006
United States Peace Corps July 2004 - October 2005
Asset Management January 2003 - July 2004
Zemi Communications April 2001 - December 2002
ISS Institutional Shareholder Services August 1998 - January 2001
American Express January 1997 - December 1997
CCAA - Maceio August 1994 - July 1995
Skills
Microsoft Excel, Financial Modeling, Mergers, Strategic Planning, Project Management, Business Strategy, Business Valuation, Financial Analysis, Business Development, Investor Relations, Portfolio Management, Mergers & Acquisitions, Management, Process Improvement, Due Diligence, Private Equity, Valuation, Program Management, Strategy, Financial Reporting, Analysis, Finance, Corporate Development, Cross-functional Team..., Change Management, Forecasting, Project Planning, Acquisition Integration
Education
Thunderbird School of Global Management 1996 — 1997
MBA, International Management
University of Pittsburgh
BA, Philosophy
Northwestern University
Chemical Engineering
Peters Township H.S.
Andrew Kimm's Asset Management Experience November 2004 - July 2007
Job Assistant Vice President
Industry Financial Services
Experience
Credit Suisse January 2013 - Present
CREDIT SUISSE SECURITIES (USA) LLC April 2010 - Present
Credit Suisse April 2010 - June 2011
Credit Suisse June 2009 - October 2010
UBS December 2009 - January 2010
Private Bank June 2009 - September 2009
Credit Suisse June 2008 - August 2008
Credit Suisse November 2004 - July 2007
Asset Management November 2004 - July 2007
Skills
Series 63, Series 7, Portfolio Management, Fixed Income, Investments, Wealth Management, Alternative Investments, Trading, Risk Management, Credit, Financial Advisory, Bloomberg, Asset Managment, Financial Modeling, Securities
Education
The George Washington University - School of Business 2007 — 2009
Master of Business Administration (MBA)
Villanova University 1999 — 2003
Bachelors, Psychology/Business
Credit Suisse January 2013 - Present
CREDIT SUISSE SECURITIES (USA) LLC April 2010 - Present
Credit Suisse April 2010 - June 2011
Credit Suisse June 2009 - October 2010
UBS December 2009 - January 2010
Private Bank June 2009 - September 2009
Credit Suisse June 2008 - August 2008
Credit Suisse November 2004 - July 2007
Asset Management November 2004 - July 2007
Skills
Series 63, Series 7, Portfolio Management, Fixed Income, Investments, Wealth Management, Alternative Investments, Trading, Risk Management, Credit, Financial Advisory, Bloomberg, Asset Managment, Financial Modeling, Securities
Education
The George Washington University - School of Business 2007 — 2009
Master of Business Administration (MBA)
Villanova University 1999 — 2003
Bachelors, Psychology/Business
Michael Behm's Asset Management Experience February 2005 - June 2007
Job Trader
Industry Financial Services
Experience
SBH LLC June 2007 - Present
Oxford Carry Arbitrage Fund March 2007 - July 2009
Asset Management February 2005 - June 2007
Education
University of Minnesota-Twin Cities
SBH LLC June 2007 - Present
Oxford Carry Arbitrage Fund March 2007 - July 2009
Asset Management February 2005 - June 2007
Education
University of Minnesota-Twin Cities
Yasmin West's Asset Management Experience January 2009 - July 2009
Job Accountant II at HM.Clause, Inc.
Industry Accounting
Experience
HM.Clause, Inc. May 2014 - Present
Pacific Coast Building Products July 2010 - May 2014
Macias Gini & O'Connell LLP September 2009 - July 2010
Asset Management January 2009 - July 2009
Ernst & Young January 2007 - January 2009
Housing California July 2004 - November 2006
Contra Costa Child Care Council September 2001 - August 2004
Skills
Accounting, Internal Controls, Auditing, Financial Statements
Education
University of Denver - Daniels College of Business 2013 — 2015
Master's Degree, Taxation
California State University-Sacramento 2004 — 2006
B.A. Business Administration, Accounting
HM.Clause, Inc. May 2014 - Present
Pacific Coast Building Products July 2010 - May 2014
Macias Gini & O'Connell LLP September 2009 - July 2010
Asset Management January 2009 - July 2009
Ernst & Young January 2007 - January 2009
Housing California July 2004 - November 2006
Contra Costa Child Care Council September 2001 - August 2004
Skills
Accounting, Internal Controls, Auditing, Financial Statements
Education
University of Denver - Daniels College of Business 2013 — 2015
Master's Degree, Taxation
California State University-Sacramento 2004 — 2006
B.A. Business Administration, Accounting
CHRISTINE PEZINO's Asset Management Experience January 2014 - Present
Job Asset & Property Management
Industry Financial Services
Experience
Asset Management January 2014 - Present
Franklin Templeton Investments March 2008 - December 2013
J.P. Morgan April 1999 - March 2008
SoundView Technology Group July 1997 - April 1999
Education
Santa Clara University
Finance
Asset Management January 2014 - Present
Franklin Templeton Investments March 2008 - December 2013
J.P. Morgan April 1999 - March 2008
SoundView Technology Group July 1997 - April 1999
Education
Santa Clara University
Finance
Michelle Cangelosi's Asset Management Experience 2014 - 2015
Job Director of Partnerships at Rotary International
Industry Program Development
Experience
Rotary International July 2015 - Present
Asset Management 2014 - 2015
WaterSHED 2012 - 2013
Miccosukee Tribe of Indians of Florida 2009 - 2010
Peace Corps 2007 - 2009
US Department of the Interior 2003 - 2006
US Department of the Interior 2002 - 2003
State of Florida 2000 - 2002
Pasco County Schools 1995 - 1997
Skills
Government, Community Outreach, Budgets, Program Evaluation, Program Management, Grants, Marketing, Fundraising, Policy Analysis, Strategic Planning, Policy, International Relations, Press Releases, Leadership, Environmental Awareness, Non-profits, Management, Proposal Writing, International..., Nonprofits, NGOs, Community Development
Education
University of Florida 1997 — 1998
MS
University of South Florida 1995 — 1996
Certificate of Achievement
University of Florida 1990 — 1995
BS
Rotary International July 2015 - Present
Asset Management 2014 - 2015
WaterSHED 2012 - 2013
Miccosukee Tribe of Indians of Florida 2009 - 2010
Peace Corps 2007 - 2009
US Department of the Interior 2003 - 2006
US Department of the Interior 2002 - 2003
State of Florida 2000 - 2002
Pasco County Schools 1995 - 1997
Skills
Government, Community Outreach, Budgets, Program Evaluation, Program Management, Grants, Marketing, Fundraising, Policy Analysis, Strategic Planning, Policy, International Relations, Press Releases, Leadership, Environmental Awareness, Non-profits, Management, Proposal Writing, International..., Nonprofits, NGOs, Community Development
Education
University of Florida 1997 — 1998
MS
University of South Florida 1995 — 1996
Certificate of Achievement
University of Florida 1990 — 1995
BS
Rick Mills's Asset Management Experience January 2011 - Present
Job GLOBAL ACCOUNT EXECUTIVE
Industry Hospitality
Experience
ConferenceDirect January 2013 - Present
Asset Management January 2011 - Present
Self employed July 2010 - January 2011
MARRIOTT SEAWORLD / WESTOVER HILLS January 2010 - January 2011
MARRIOTT INTERNATIONAL May 1994 - June 2009
MARRIOTT RIVERCENTER / RIVERWALK HOTELS January 1997 - January 2009
SAN ANTONIO MARRIOTT RIVERCENTER HOTEL January 1994 - January 1997
Anaheim California May 1991 - May 1994
Marriott Desert Springs Resort and Spa January 1987 - May 1991
Marriott Rancho Las Palmas Resort September 1983 - January 1987
Skills
Hospitality Management, Hotels, Hospitality Industry, Hospitality, Hotel Management, Food & Beverage, Resorts, Pre-opening, Banquets, Restaurants, Revenue Analysis, Catering, Leadership, Negotiation, Public Relations, Training, Meeting Planning, Customer Service, Management, Corporate Events, Convention Services, Event Planning, Event Management, Yield Management, Trade Shows, Front Office, Lodging, Sales, Contract Negotiation, Property Management..., Menu Development, Hiring, Wedding Planning, Fine Dining, Marketing, Food, Team Building, Guest Service Management, Wine, Market Planning, Opening Hotels, Culinary Skills, Travel Management, Interviews, Parties, Business Travel, Tourism, Micros, Forecasting, Time Management
Education
College of the Desert
Bachelor of Science (BS), Business
ConferenceDirect January 2013 - Present
Asset Management January 2011 - Present
Self employed July 2010 - January 2011
MARRIOTT SEAWORLD / WESTOVER HILLS January 2010 - January 2011
MARRIOTT INTERNATIONAL May 1994 - June 2009
MARRIOTT RIVERCENTER / RIVERWALK HOTELS January 1997 - January 2009
SAN ANTONIO MARRIOTT RIVERCENTER HOTEL January 1994 - January 1997
Anaheim California May 1991 - May 1994
Marriott Desert Springs Resort and Spa January 1987 - May 1991
Marriott Rancho Las Palmas Resort September 1983 - January 1987
Skills
Hospitality Management, Hotels, Hospitality Industry, Hospitality, Hotel Management, Food & Beverage, Resorts, Pre-opening, Banquets, Restaurants, Revenue Analysis, Catering, Leadership, Negotiation, Public Relations, Training, Meeting Planning, Customer Service, Management, Corporate Events, Convention Services, Event Planning, Event Management, Yield Management, Trade Shows, Front Office, Lodging, Sales, Contract Negotiation, Property Management..., Menu Development, Hiring, Wedding Planning, Fine Dining, Marketing, Food, Team Building, Guest Service Management, Wine, Market Planning, Opening Hotels, Culinary Skills, Travel Management, Interviews, Parties, Business Travel, Tourism, Micros, Forecasting, Time Management
Education
College of the Desert
Bachelor of Science (BS), Business
Abbey Vibhakar's Asset Management Experience May 2010 - Present
Job Fixed Income Analysis Municipal and Corporate Bonds
Industry Banking
Experience
Asset Management May 2010 - Present
Arvest Bank May 2008 - May 2010
Skills
Research, Data Analysis, Finance, Microsoft Excel, Analysis, Microsoft Office, Customer Service, PowerPoint, Access, Outlook
Education
University of Arkansas at Little Rock 2006 — 2007
M.B.A., Finance
Asset Management May 2010 - Present
Arvest Bank May 2008 - May 2010
Skills
Research, Data Analysis, Finance, Microsoft Excel, Analysis, Microsoft Office, Customer Service, PowerPoint, Access, Outlook
Education
University of Arkansas at Little Rock 2006 — 2007
M.B.A., Finance
Maranda James's Asset Management Experience June 1999 - December 2004
Job Human Resources Advisor/Recruiter at ETransform International
Industry Information Technology and Services
Experience
E-Transform International October 2011 - Present
Flextronics International - RTS March 2008 - September 2011
Citigroup December 2004 - December 2007
Asset Management June 1999 - December 2004
OSG Management, Inc August 1998 - May 1999
Skills
Team Building, Analysis, Human Resources, Customer Satisfaction, Marketing, Budgets, Management, Employee Relations, Sales, Customer Service, Team Leadership, Strategy, Onboarding, Process Improvement, Performance Management, Recruiting
Education
Temple University 1992 — 1996
Business - Human Resources Administration
Washington Irving HS
School, International Business
E-Transform International October 2011 - Present
Flextronics International - RTS March 2008 - September 2011
Citigroup December 2004 - December 2007
Asset Management June 1999 - December 2004
OSG Management, Inc August 1998 - May 1999
Skills
Team Building, Analysis, Human Resources, Customer Satisfaction, Marketing, Budgets, Management, Employee Relations, Sales, Customer Service, Team Leadership, Strategy, Onboarding, Process Improvement, Performance Management, Recruiting
Education
Temple University 1992 — 1996
Business - Human Resources Administration
Washington Irving HS
School, International Business
Douglas Kelly, MD's Asset Management Experience February 1993 - September 1996
Job General Partner at Alloy Ventures
Industry Venture Capital & Private Equity
Experience
Alloy Ventures September 1996 - Present
Stanford University 1998 - 2008
Asset Management February 1993 - September 1996
TVM TechnoVenture Management September 1991 - February 1993
Ligand Pharmaceuticals May 1990 - May 1991
Education
Stanford University Graduate School of Business 1988 — 1990
Master of Business Administration (MBA)
Albert Einstein College of Medicine of Yeshiva University 1983 — 1988
Doctor of Medicine (MD)
Musician's Institute 1985 — 1986
Guitar performance and composition
University of California, San Diego 1979 — 1983
Bachelor of Arts (B.A.), Cell/Cellular and Molecular Biology
Alloy Ventures September 1996 - Present
Stanford University 1998 - 2008
Asset Management February 1993 - September 1996
TVM TechnoVenture Management September 1991 - February 1993
Ligand Pharmaceuticals May 1990 - May 1991
Education
Stanford University Graduate School of Business 1988 — 1990
Master of Business Administration (MBA)
Albert Einstein College of Medicine of Yeshiva University 1983 — 1988
Doctor of Medicine (MD)
Musician's Institute 1985 — 1986
Guitar performance and composition
University of California, San Diego 1979 — 1983
Bachelor of Arts (B.A.), Cell/Cellular and Molecular Biology
Amelia Huss's Asset Management Experience May 2010 - August 2011
Job Property Management at Home Property Management, Inc.
Industry Real Estate
Experience
Home Property Management, Inc. October 2012 - Present
Arizona Diamondbacks August 2012 - October 2012
Arizona Diamondbacks August 2011 - August 2012
Asset Management May 2010 - August 2011
Home Property Management, Inc. June 2007 - July 2011
Skills
Sales, Accounting, Office Management, Office Administration, Microsoft Office, Ticket Sales, Cold Calling, Real Estate, Event Planning, Microsoft CRM, Archtics, Appfolio, QuickBooks, Data Entry, Leadership, Management, Fundraising, Sales Management, Marketing, Online Marketing, Social Networking, Social Media, Event Management, Social Media Marketing, Facebook, Public Speaking, Customer Service
Education
Azusa Pacific University 2010 — 2011
Masters, Business Administration
Azusa Pacific University 2007 — 2010
Bachelor's of Arts, Business Administration
Allied American University
Real Estate Salesperson License, Real Estate
Home Property Management, Inc. October 2012 - Present
Arizona Diamondbacks August 2012 - October 2012
Arizona Diamondbacks August 2011 - August 2012
Asset Management May 2010 - August 2011
Home Property Management, Inc. June 2007 - July 2011
Skills
Sales, Accounting, Office Management, Office Administration, Microsoft Office, Ticket Sales, Cold Calling, Real Estate, Event Planning, Microsoft CRM, Archtics, Appfolio, QuickBooks, Data Entry, Leadership, Management, Fundraising, Sales Management, Marketing, Online Marketing, Social Networking, Social Media, Event Management, Social Media Marketing, Facebook, Public Speaking, Customer Service
Education
Azusa Pacific University 2010 — 2011
Masters, Business Administration
Azusa Pacific University 2007 — 2010
Bachelor's of Arts, Business Administration
Allied American University
Real Estate Salesperson License, Real Estate
Belinda Murrell's Asset Management Experience Project ManagerJ.P. Morgan2005 - 2006
Job Training Analyst at Asset Management
Industry Financial Services
Experience
Asset Management Project ManagerJ.P. Morgan2005 - 2006
Morgan Stanley June 2003 - June 2004
Donaldson, Lufkin and Jenrette 1988 - 2001
Deutsche Bank 1985 - 1994
Education
Marymount Manhattan College 1996 — 2000
BA, Communications
Asset Management Project ManagerJ.P. Morgan2005 - 2006
Morgan Stanley June 2003 - June 2004
Donaldson, Lufkin and Jenrette 1988 - 2001
Deutsche Bank 1985 - 1994
Education
Marymount Manhattan College 1996 — 2000
BA, Communications
Roni Ali, CPA, MBA's Asset Management Experience June 2010 - June 2011
Job Accounting Manager at Northrop Grumman Corporation
Industry Venture Capital & Private Equity
Experience
Northrop Grumman Corporation December 2014 - Present
Northrop Grumman Corporation July 2011 - December 2014
Asset Management June 2010 - June 2011
Allied Capital February 2008 - June 2010
Deloitte January 2006 - February 2008
Skills
Financial Analysis, Financial Modeling, Sarbanes-Oxley Act, Internal Controls, Auditing, Accounting, Financial Accounting, Managerial Finance, GAAP, Corporate Finance, Finance, Analysis, Risk Management, US GAAP, Financial Reporting
Education
University of Maryland - Robert H. Smith School of Business 2011 — 2014
MBA, Finance
James Madison University - College of Business 2001 — 2005
BBA, Accounting
Northrop Grumman Corporation December 2014 - Present
Northrop Grumman Corporation July 2011 - December 2014
Asset Management June 2010 - June 2011
Allied Capital February 2008 - June 2010
Deloitte January 2006 - February 2008
Skills
Financial Analysis, Financial Modeling, Sarbanes-Oxley Act, Internal Controls, Auditing, Accounting, Financial Accounting, Managerial Finance, GAAP, Corporate Finance, Finance, Analysis, Risk Management, US GAAP, Financial Reporting
Education
University of Maryland - Robert H. Smith School of Business 2011 — 2014
MBA, Finance
James Madison University - College of Business 2001 — 2005
BBA, Accounting
ERICA FELICIANO's Asset Management Experience February 2008 - May 2010
Job Accounts Receivable Clerk at Norshel Industries
Industry
Experience
Norshel Industries June 2010 - Present
Asset Management February 2008 - May 2010
Education
Bucks County Community College
Accounting Technology/Technician and Bookkeeping
Norshel Industries June 2010 - Present
Asset Management February 2008 - May 2010
Education
Bucks County Community College
Accounting Technology/Technician and Bookkeeping
Arleen O'Brien's Asset Management Experience February 2000 - May 2003
Job Pollack rosen
Industry Banking
Experience
Bank of America May 2010 - Present
Collections August 2007 - Present
First Performance Corporation July 2000 - June 2003
Asset Management February 2000 - May 2003
Education
F.I.U 1988 — 1992
i did not finish
Miami Dade College 1985 — 1988
Associate of Arts (AA)
Bank of America May 2010 - Present
Collections August 2007 - Present
First Performance Corporation July 2000 - June 2003
Asset Management February 2000 - May 2003
Education
F.I.U 1988 — 1992
i did not finish
Miami Dade College 1985 — 1988
Associate of Arts (AA)
Dawn Luetkemeyer's Asset Management Experience Leader, IT Asset Management at MasterCardMasterCardJuly 2002 - Present
Job Leader, IT Asset Management at MasterCard
Industry Financial Services
Experience
Asset Management Leader, IT Asset Management at MasterCardMasterCardJuly 2002 - Present
Education
University of Missouri-Saint Louis
B.S.B.A
Asset Management Leader, IT Asset Management at MasterCardMasterCardJuly 2002 - Present
Education
University of Missouri-Saint Louis
B.S.B.A