BPV Capital Management - Back Porch Vista
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BPV Capital Management - Back Porch Vista Employees
BPV Capital Management - Back Porch Vista September 2014 - Present
UBS April 2012 - September 2014
UBS 2010 - 2012
UBS 2008 - 2010
Skills
Wealth Management, Investments, Fixed Income, Series 7, Mutual Funds, Equities, Portfolio Management, Financial Analysis, Series 63, Strategic Financial..., Banking, Hedge Funds, Retirement Planning, Risk Management, Asset Management, Financial Planning
Education
Georgia College and State University
Bachelor of Business Administration (BBA), Accounting
BPV Capital Management - Back Porch Vista March 2015 - Present
Cain Brothers Asset Management May 2014 - March 2015
Cain Brothers Asset Management December 2013 - May 2014
Barclays Investment Bank May 2013 - August 2013
UCF CWEP Program Participant with Lockheed Martin October 2012 - May 2013
Northwestern Mutual April 2011 - July 2011
Skills
Java, C#, C++, C, Program Management, Integration, Microsoft SQL Server, Microsoft Excel, Visual Studio, Powershell, Matlab
Education
University of Central Florida 2008 — 2014
Finance, Computer Science
Local Law Firm April 2015 - Present
JW Marriott September 2014 - March 2015
Marriott Hotels March 2014 - September 2014
BPV Capital Management - Back Porch Vista November 2013 - March 2014
Accenture August 2013 - November 2013
Marriott International May 2011 - July 2013
Marriott International July 2010 - December 2010
Marriott International November 2009 - July 2010
Marriott International June 2008 - November 2009
Vanderbilt Mortgage and Finance, Inc January 2004 - January 2007
Skills
Budgets, Microsoft Excel, Balance Sheet Review, Closing Hotels, P&L Analysis, P&L review, PeopleSoft, People Skills, Microsoft Word, PowerPoint, Hotels, Operations Management, Relationship Building, Balance Sheet, Pre-opening, Hotel transitions, Team Leadership, Asset-backed..., Investor Reporting, Employee Training, Hospitality Management, Staff Development
Education
Tennessee Technological University 2006 — 2008
Masters of Business Administration, Accounting
University of Tennessee-Knoxville 2000 — 2004
Bachelor of Science, Business Administration, Accounting
BPV Capital Management - Back Porch Vista March 2015 - Present
Franklin Square Capital Partners June 2014 - February 2015
Nuveen Investments March 2011 - June 2014
Nuveen Investments September 2008 - March 2011
Merrill Lynch February 2007 - September 2008
Merrill Lynch August 2004 - August 2005
Skills
Mutual Funds, Equities, Series 7, Separately Managed..., Series 63, Series 65, Alternative Investments, Asset Allocation, Investments, Fixed Income, Portfolio Management, Investment Strategies, Asset Management, Wealth Management, Financial Advisory
Education
Florida State University 2005 — 2006
M.S.
Florida State University - College of Business 2000 — 2004
B.S.
BPV Capital Management - Back Porch Vista April 2015 - Present
Cain Brothers Asset Management October 2009 - Present
Morgan Stanley Investment Management March 1993 - March 2008
Education
Muhlenberg College 1988 — 1992
Bachelor of Arts (B.A.), Accounting
BPV Capital Management - Back Porch Vista Accounts ManagerBPV Capital Management - Back Porch VistaApril 2015 - Present
Cain Brothers Asset Management May 2010 - April 2015
Atlantic Advisors July 2006 - May 2010
Putnam Investments November 2001 - April 2006
Skills
Accounting, Operations Processes, Financial Operations, Customer Service, Account Reconciliation, Bloomberg, Hedge Funds
Education
University of Massachusetts Dartmouth 1999 — 2001
Marketing
Community College of Rhode Island 1997 — 1999
Associate of Science (A.S.), Business Administration and Management, General
BPV Capital Management - Back Porch Vista February 2014 - Present
Cain Brothers Asset Management June 2011 - Present
Cain Brothers Asset Management February 2010 - June 2011
Bank of New York Mellon August 2007 - April 2010
Bank of New York September 2006 - August 2007
State Street Corp. 2004 - 2006
Skills
Bloomberg, Investment Strategies, Capital Markets, Portfolio Management, Investments, Trading, Fixed Income
Education
University of Florida - Warrington College of Business Administration 2000 — 2004
Grenoble Ecole de Management 2003 — 2003
International business
BPV Capital Management - Back Porch Vista February 2015 - Present
Nuveen Investments October 2006 - 2015
Merrill Lynch Investment Managers 2005 - 2006
Merrill Lynch Investment Managers 2004 - 2006
Wachovia Securities, LLC 2000 - 2003
Wachovia Securities 1999 - 2003
Skills
Separately Managed..., Series 7, Wholesaling, ETFs, Investment Products, Mutual Funds, Closed-end Funds, Managed Accounts, Alternative Investments, Asset Allocation, Investment Strategies, Investments, Equities, Asset Management, Wealth Management, Investment Advisory, Series 63
Education
Elon University - Martha and Spencer Love School of Business 1986 — 1990
BS, Business Administration - Marketing Concentration
BPV Capital Management - Back Porch Vista January 2013 - Present
CME Group May 2011 - December 2012
K2 Advisors October 2010 - May 2011
Lotsoff Capital Management August 2005 - May 2009
Ziegler November 2004 - July 2005
Skills
Quantitative Finance, Hedge Funds, Fixed Income, Options, Portfolio Management, Investments, FX Options, Interest Rate..., Risk Management, Trading, Financial Modeling
Education
The University of Chicago 2008 — 2010
MS, Financial Mathematics
University of Central Florida 2001 — 2004
BS, Finance
BPV Capital Management - Back Porch Vista March 2015 - Present
Deutsche Bank 2008 - Present
The Hartford 2006 - 2008
Education
Temple University 1998 — 2000
MA, History
Loyola University New Orleans 1992 — 1996
BA, History
Radnor High School 1992 — 1992
The Episcopal Academy 1988 — 1991