Asset Strategy Consultants

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Asset Strategy Consultants Employees

Employee
Years
Job
Industry
Gargi Bansal Gargi Bansal Greater New York City Area Details
Gargi Bansal's Asset Strategy Consultants Experience May 2011 - August 2011
Job Strategy and Analytics at salesforce.com
Industry Internet
Experience
salesforce.com  June 2014 - September 2015
Oracle  June 2013 - June 2014
Genworth Financial  June 2012 - August 2012
Tata Steel  May 2012 - May 2012
Asset Strategy Consultants   May 2011 - August 2011
Duke Interdisciplinary Initiative in Social Psychology Lab   2009 - 2010

Skills
Data Analysis, Stata, Valuation, Capital IQ, Economics, Management, Business Strategy, Market Research, Research, Microsoft Excel, Event Planning, Event Management, Microsoft Word, Econometrics, Microsoft Office, Fundraising, PHP, HTML 5, CSS, PowerPoint, Strategy

Education
Stanford University   2014 — 2014

Duke University   2009 — 2013
Bachelor of Science (BSc), Economics

Durham Academy   2006 — 2009

Tyler Sickel Tyler Sickel Raleigh-Durham, North Carolina Area Details
Tyler Sickel's Asset Strategy Consultants Experience May 2012 - September 2012
Job Mati Energy
Industry Food & Beverages
Experience
Mati Energy   November 2014 - Present
Ipreo  September 2013 - November 2014
Asset Strategy Consultants   May 2012 - September 2012
Diversified Information Technologies  June 2011 - August 2011

Skills
Finance, Financial Modeling, Microsoft Excel, Microsoft Office, Microfinance, Leadership, Corporate Communications

Education
Elon University - Martha and Spencer Love School of Business   2009 — 2013
Bachelors of Finance, Finance, Economics, Chinese

Wyoming Seminary College Prep   2007 — 2009

Frederick B. Smith IV, CFA, CAIA Frederick B. Smith IV, CFA, CAIA Baltimore, Maryland Area Details
Frederick B. Smith IV, CFA, CAIA's Asset Strategy Consultants Experience May 2012 - November 2014
Job Senior Investment Analyst at Maryland State Retirement and Pension System
Industry Financial Services
Experience
Maryland State Retirement and Pension System  December 2014 - Present
Asset Strategy Consultants   May 2012 - November 2014
Brown Advisory  December 2009 - May 2012
Legg Mason  March 2005 - December 2009

Skills
Private Equity, Asset Allocation, Investments

Education
The Johns Hopkins University - Carey Business School   2006 — 2008
Graduate Certificate, Investments

Franklin & Marshall College   1999 — 2003
BA, History

Christopher Mauch Christopher Mauch West Palm Beach, Florida Area Details
Christopher Mauch's Asset Strategy Consultants Experience May 2008 - July 2008
Job Account Manager at Barton Associates Inc.
Industry Staffing and Recruiting
Experience
Barton Associates Inc.  February 2012 - Present
The Medalist Group   March 2007 - February 2012
ASSET STRATEGY CONSULTANTS   May 2008 - July 2008
AMERICANA KITCHEN GALLERY   May 2004 - May 2007

Skills
Marketing, Sales, Social Networking, Microsoft Office, Account Management, Advertising, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Salesforce.com, Training, Recruiting, Cold Calling, New Business Development, Management, Leadership, CRM, Human Resources, Negotiation, Networking, Temporary Placement, Temporary Staffing, Selling, Healthcare

Education
Florida Atlantic University   2006 — 2009
Bachelor's Degree, History

Florida Atlantic University   2005 — 2009
Bachelor's Degree, History, 3.5-A

Palm Beach Community College   2003 — 2006
Associate's degree, History

REBECCA W SMITH REBECCA W SMITH Lake Worth, Florida Details
REBECCA W SMITH's Asset Strategy Consultants Experience June 2007 - May 2008
Job Controller and Office Manager at Total Recovery Now, Inc.
Industry Accounting
Experience
Total Recovery Now, Inc.   November 2011 - Present
Florida Micro  February 2010 - February 2012
Accountemps  May 2009 - May 2009
Asset Strategy Consultants   June 2007 - May 2008
Overseas Service Corp  October 2005 - May 2007
Banyan Property Management   March 2005 - September 2005
Caribbean Property Management   September 2003 - March 2005

Skills
QuickBooks, Accounts Payable, Accounts Receivable, Account Reconciliation, Microsoft Excel, Accounting, Journal Entries, Outlook, Invoicing, Access, Microsoft Word, Training, Cash Flow, Financial Statements, Word, Power Point, Qualitative Research, Bookkeeping

Education
Palm Beach State College   2010 — 2011
Teaching Program

Florida Atlantic University   1997 — 2000
BS, ACCOUNTING

Palm Beach Community College   1996 — 1997
Associate’s Degree, Accounting, 4.0

Charles Kronsberg Charles Kronsberg Baltimore, Maryland Area Details
Charles Kronsberg's Asset Strategy Consultants Experience January 2013 - Present
Job Consultant Asset Strategy Consultants
Industry Investment Management
Experience
Asset Strategy Consultants   January 2013 - Present
Stanley Black & Decker, Inc.   March 2010 - August 2012
Black & Decker  July 2007 - March 2010
Black & Decker  September 2000 - July 2007
Black & Decker  1996 - September 2000
Black & Decker  1992 - 1996
C.N. Robinson Lighting Supply Co.   1990 - 1992
United States Fidelity & Guaranty Co.   1989 - 1990
Macro Systems, Inc.   1986 - 1988

Skills
Pension Portfolio Design, Pension Investment..., Investment Policy..., Hedge Design and..., Foreign Currency, Process Improvements, Contract Negotiation, Systems Implementation, Project Management, Coaching and Staff..., Risk Management, Business Strategy, Investments, Portfolio Management, Financial Risk, Mergers, Due Diligence, Corporate Finance, Mergers & Acquisitions, Management, Trading, Budgets, FX Options, Investment Management

Education
University of Maryland College Park   1987 — 1989
MBA, Finance, General

University of Maryland College Park   1981 — 1985
Bachelor of Science (BS), Business Administration and Management, General

Ryan Levay Ryan Levay Dallas, Texas Details
Ryan Levay's Asset Strategy Consultants Experience September 2008 - December 2009
Job Senior Consultant at FTI Consulting
Industry Management Consulting
Experience
FTI Consulting  May 2015 - Present
ECG Management Consultants, Inc.   February 2014 - April 2015
ECG Management Consultants, Inc.   June 2013 - February 2014
MEDNAX  December 2011 - July 2012
MEDNAX  December 2009 - December 2011
Asset Strategy Consultants   September 2008 - December 2009
Castle Wealth Management   March 2008 - August 2008

Skills
Healthcare Consulting, Valuation, Financial Modeling, Financial Analysis, Due Diligence, Healthcare, Finance, Business Analysis, Mergers & Acquisitions, Strategic Planning, Revenue Cycle, Microsoft Excel, PowerPoint, Corporate Finance, Data Analysis, Forecasting, Analysis, Investments

Education
Southern Methodist University   2012 — 2014
Master of Business Administration (MBA)

Florida Atlantic University   2007 — 2008
Bachelor of Business Administration (BBA)

Kansas City University of Medicine and Biosciences   2004 — 2007

Iowa State University   1999 — 2004
Bachelor of Arts (B.A.)

William Neubauer William Neubauer Whitestone, New York Details
William Neubauer's Asset Strategy Consultants Experience June 2014 - August 2014
Job Operations specialists at Millennium Partners
Industry Financial Services
Experience
Millennium Management  October 2014 - Present
Asset Strategy Consultants   June 2014 - August 2014

Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Customer Service, Teamwork, Financial Modeling, Finance, Time Management, Research

Education
Loyola University Maryland   2013 — 2014
Master of Business Administration (MBA), General Studies

Loyola University Maryland   2009 — 2013
Bachelor of Business Administration (BBA), Finance, General

Kate Dang Kate Dang San Marcos, Texas Details
Kate Dang's Asset Strategy Consultants Experience May 2015 - August 2015
Job Intern at Asset Strategy Consultants
Industry Financial Services
Experience
McCoy College of Business   August 2014 - Present
Student Learning Assistant Center (SLAC)   January 2014 - Present
Asset Strategy Consultants   May 2015 - August 2015
CFA Institute  November 2014 - April 2015
BAW Inc.   May 2013 - August 2013

Skills
Finance, Accounting, Statistics, Vietnamese, Microsoft Excel, Financial Modeling, Fixed Income, Equity Research, Economics, Applied Mathematics, Academic Tutoring, Team Leadership, Communication, Teamwork, Public Speaking, Time Management, Microsoft Office, PowerPoint, Financial Analysis, Microsoft Word

Education
Texas State University-San Marcos   2013 — 2015
Bachelor's Degree, Finance, General, 3.8

Kevin Tian Kevin Tian Menlo Park, California Details
Kevin Tian's Asset Strategy Consultants Experience May 2013 - August 2013
Job Software Engineering Intern at FiscalNote
Industry Computer Software
Experience
FiscalNote  September 2015 - Present
Georgetown University Computer Science Department  December 2013 - Present
Facebook  May 2015 - August 2015
Georgetown University Computer Science Department  January 2014 - May 2015
Hilltop Consultants  September 2013 - December 2014
Elder Research, Inc.   May 2014 - August 2014
Georgetown University's McDonough School of Business  May 2014 - August 2014
Asset Strategy Consultants   May 2013 - August 2013

Skills
Data Analysis, Research, C++, Java, Python, R, SQL, Machine Learning, Data Science, Analytics, HTML, Portfolio Management, Spanish, Marketing Strategy, WordPress, Entrepreneurship, CSS, JavaScript, D3.js, PostgreSQL

Education
Georgetown University   2012 — 2016
Bachelor of Science (B.S.), Computer Science, Quantitative Finance

Acton Boxborough Regional High School   2008 — 2012

Ashish Arora, CFA Ashish Arora, CFA Baltimore, Maryland Details
Ashish Arora, CFA's Asset Strategy Consultants Experience July 2010 - December 2011
Job Senior Quantitative Analyst at T. Rowe Price
Industry Investment Management
Experience
T. Rowe Price  July 2014 - Present
TechnoServe  January 2014 - June 2014
T.Rowe Price  January 2012 - December 2013
Asset Strategy Consultants   July 2010 - December 2011
Asset Strategy Consultants   July 2006 - August 2010
UBS Financial Services  September 2005 - December 2005
Kam Surface Technologies   July 2002 - August 2004

Skills
Manager Selection, Equity Research, Wealth Management

Education
Rochester Institute of Technology   2004 — 2006
MS, Finance

University of Mumbai   1998 — 2002
Bachelors, Electrical Engineering (EE)

Andrea Stewart Andrea Stewart Greater Atlanta Area Details
Andrea Stewart's Asset Strategy Consultants Experience March 2008 - March 2010
Job Experienced NonProfit Volunteer and FullTime Seminary Student
Industry Nonprofit Organization Management
Experience
Alpha Phi International Fraternity  June 2010 - Present
Alpha Phi International Fraternity  April 2010 - June 2012
Asset Strategy Consultants   March 2008 - March 2010
Gray & Company  September 2001 - February 2008
CIGNA Healthcare  March 2000 - November 2000
Hewitt Associates  April 1999 - February 2000
401k Forum   September 1997 - December 1998
Watson Wyatt  May 1995 - June 1997

Skills
Fundraising, Strategic Planning, Budgets, Event Planning, Financial Analysis, Finance, Research, Marketing, Investment Management, Project Management, Volunteer Management, Social Media, PowerPoint, Leadership, Event Management

Education
Columbia Theological Seminary   2012 — 2015
Master of Divinity (MDiv)

Mercer University - Stetson School of Business and Economics   2006 — 2007
MBA

Georgia State University - J. Mack Robinson College of Business   1993 — 1995
BBA, Finance

Emory University   1990 — 1992
French & Anthropology

Chadwick Joseph Chadwick Joseph Baltimore, Maryland Area Details
Chadwick Joseph's Asset Strategy Consultants Experience 2001 - Present
Job Senior Consultant at Asset Strategy Consultants
Industry Financial Services
Experience
Johns Hopkins University Carey Business School  2006 - Present
Asset Strategy Consultants   2001 - Present
The Chadwick Group, Inc   November 1999 - Present
MDDF   2004 - 2014

Skills
Strategic Planning, Mutual Funds, Retirement Planning, Series 63, Securities, Leadership, Public Speaking, Retirement, Fixed Annuities, Investments, Program Management, 401k, Investment Advisory

Education
University of Virginia - Darden Graduate School of Business Administration   1981 — 1981
Certificate, Business Executive Program (TEP)

University of Maryland School of Law   1970 — 1975
Doctor of Law (J.D.)

Washington and Lee University   1965 — 1969
Bachelor of Arts (B.A.)

Carol Ellmaker Carol Ellmaker Jacksonville, Florida Area Details
Carol Ellmaker's Asset Strategy Consultants Experience February 2003 - June 2008
Job Accounts Payable Specialist at Penney Retirement Community
Industry Accounting
Experience
Penney Retirement Community   May 2013 - Present
Freelance / Full Charge Bookkeeper   June 2012 - May 2013
Taylor & Wainio, PA   February 2012 - June 2012
James & Harris, CPA's   February 2011 - February 2012
Palm Beach Golf Center, Inc.   September 2008 - July 2010
Asset Strategy Consultants   February 2003 - June 2008
Wallace Accounting & Tax Services   May 2002 - February 2003
Various CPA's   August 1996 - May 2002

Skills
Accounting, Tax, Financial Reporting, Accounts Payable, Financial Accounting, Financial Analysis, Cash Management, Payroll, Account Reconciliation

Education
Florida Atlantic University   1990 — 1992
BS, Accounting

Stetson University   1972 — 1976
Bachelor of Arts, Spanish

Kent Fitzpatrick, AIFA, ARPC Kent Fitzpatrick, AIFA, ARPC Greater Boston Area Details
Kent Fitzpatrick, AIFA, ARPC's Asset Strategy Consultants Experience January 2008 - Present
Job Managing Director, Asset Strategy Advisors
Industry Financial Services
Experience
Asset Strategy Advisors, LLC   January 2006 - Present
Asset Strategy Consultants   January 2008 - Present
Envestnet Retirement Solutions   February 2013 - Present
Retirement Advisors & Designers of America   January 2008 - April 2011

Skills
401k, Wealth Management, Asset Management, Financial Planning, Fiduciary Consulting, 403b, Investment Advisory, Retirement Plan..., ERISA, Strategic Financial...

Education
Allianz Center for Behavioral Finance   2012 — 2012
Certified Behavioral Finance Analyst, Behavior Finance

Thunderbird School of Global Management   2012 — 2012
Certificate in Fiduciary Governance, Global Leadership

Saint Anselm College
Bachelor of Arts (BA), Financial Economics

james goebel, CFA ASA james goebel, CFA ASA Greater Philadelphia Area Details
james goebel, CFA ASA's Asset Strategy Consultants Experience April 1998 - February 2001
Job Financial Consultant at Selfemployed
Industry Financial Services
Experience
Self-employed  March 2001 - Present
Asset Strategy Consultants   April 1998 - February 2001
Wilshire Associates  July 1994 - March 1998

Skills
Investments, Asset Allocation, Financial Modeling, Valuation, Finance, Financial Advisory, Actuarial Science, Life Insurance, Fixed Annuities, Defined Benefit

Education
Pennsylvania State University
Bachelor’s Degree, Mathematics

University of Pennsylvania - The Wharton School
Master of Business Administration (M.B.A.), Finance, General

Mindy Friend Mindy Friend Baltimore, Maryland Area Details
Mindy Friend's Asset Strategy Consultants Experience July 2006 - Present
Job Executive Assistant at Asset Strategy Consultants
Industry Investment Management
Experience
Asset Strategy Consultants   July 2006 - Present
M&T Bank  September 1993 - July 2006

Skills
Investments, 401k, Hedge Funds, Asset Management, Wealth Management, Microsoft Office, Investment Advisory, Asset Allocation, Retirement, Microsoft Excel, Retirement Planning, Strategic Financial..., Pensions, Portfolio Management, Alternative Investments, Investment Strategies, Private Equity, Mutual Funds, Financial Services

Education
Harrisburg Area Community College   2010 — 2016
Currently obtaining my ASN (Associates Science of Nursing), Registered Nursing/Registered Nurse

Yorktowne Business Institute   1987 — 1989
Associates, Business Admin/Accounting