Braddock Financial
Industry: Company
DescriptionFounded: 2002 Subsidiary: Braddock Holdings Company, LLC
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Braddock Financial Employees
Employee
Years
Job
Industry
David Allon David Allon's Braddock Financial Experience September 2000 - Present
Job Senior Vice President at Braddock Financial Corp.
Industry Financial Services
Experience
Braddock Financial September 2000 - Present
Allon Music Group 2011 - Present
Art Guard January 2005 - Present
Allon Computer, Inc. January 1988 - June 2000
Sun Microsystems 1987 - 1988
Fenwick and West September 1984 - November 1985
Inc. Magazine September 1979 - June 1981
Skills
Sales and Marketing, Business Development, Strategic Communications, Strategic Planning, Investments, Strategy, Portfolio Management, Business Strategy, Due Diligence, Mergers & Acquisitions, New Business Development, Start-ups, Financial Modeling, Asset Management, Management Consulting, Venture Capital, Finance, Private Equity, Executive Management, Alternative Investments, Hedge Funds, Management, Innovation Consulting
Education
University of Pennsylvania Law School 1981 — 1984
J.D., Corporate and intellectual property law
Hampshire College 1972 — 1978
B.A., Journalism
Shady Side Academy 1959 — 1972
Braddock Financial September 2000 - Present
Allon Music Group 2011 - Present
Art Guard January 2005 - Present
Allon Computer, Inc. January 1988 - June 2000
Sun Microsystems 1987 - 1988
Fenwick and West September 1984 - November 1985
Inc. Magazine September 1979 - June 1981
Skills
Sales and Marketing, Business Development, Strategic Communications, Strategic Planning, Investments, Strategy, Portfolio Management, Business Strategy, Due Diligence, Mergers & Acquisitions, New Business Development, Start-ups, Financial Modeling, Asset Management, Management Consulting, Venture Capital, Finance, Private Equity, Executive Management, Alternative Investments, Hedge Funds, Management, Innovation Consulting
Education
University of Pennsylvania Law School 1981 — 1984
J.D., Corporate and intellectual property law
Hampshire College 1972 — 1978
B.A., Journalism
Shady Side Academy 1959 — 1972
Cash Doye Cash Doye's Braddock Financial Experience 2008 - December 2011
Job Senior Managing Director, Conix, Inc. VCRE
Industry Financial Services
Experience
Conix, Inc. - Variant Commercial Real Estate December 2011 - Present
Braddock Financial 2008 - December 2011
NewPrime Home Loans, LLC October 2003 - October 2007
Ameriquest Mortgage Company, LLC October 2001 - October 2003
Skills
Sales Management, New Business Development, Portfolio Management, Investments, Asset Managment, Asset Management, Valuation, Due Diligence, Mortgage Lending, Investment Properties, Loans, Finance, Real Estate Financing, Private Equity, Fixed Income, Funding, Capital Markets, Structured Finance, Alternative Investments, Equities, Leadership, Corporate Finance, Commercial Real Estate, Investors, Banking, Business Development, Real Estate, Real Estate Economics, Real Estate Development, Financial Structuring, Mergers & Acquisitions, Mutual Funds, Disposition, Financial Modeling, Risk Management, Start-ups, Underwriting, Trading, Analysis, Hedge Funds, Management
Education
University of Arkansas 1994 — 1997
Conix, Inc. - Variant Commercial Real Estate December 2011 - Present
Braddock Financial 2008 - December 2011
NewPrime Home Loans, LLC October 2003 - October 2007
Ameriquest Mortgage Company, LLC October 2001 - October 2003
Skills
Sales Management, New Business Development, Portfolio Management, Investments, Asset Managment, Asset Management, Valuation, Due Diligence, Mortgage Lending, Investment Properties, Loans, Finance, Real Estate Financing, Private Equity, Fixed Income, Funding, Capital Markets, Structured Finance, Alternative Investments, Equities, Leadership, Corporate Finance, Commercial Real Estate, Investors, Banking, Business Development, Real Estate, Real Estate Economics, Real Estate Development, Financial Structuring, Mergers & Acquisitions, Mutual Funds, Disposition, Financial Modeling, Risk Management, Start-ups, Underwriting, Trading, Analysis, Hedge Funds, Management
Education
University of Arkansas 1994 — 1997
Tomi Winnig's Braddock Financial Experience May 2013 - Present
Job Vice President, Business Development at Braddock Financial
Industry Investment Management
Experience
Braddock Financial May 2013 - Present
Private Family Office May 2011 - May 2013
Wellbridge October 2006 - May 2011
Merrill Lynch January 2004 - September 2006
Skills
Wealth Management, Portfolio Management, Finance, Management, Business Development, Marketing, Hedge Funds, Leadership, Entrepreneurship, New Business Development, Business Strategy, Budgets, Asset Management, Negotiation, International Business, Business Networking, Financial Analysis, Market Analysis, Structured Finance, Bonds, Offshore Operations, Wall Street, Alternative Investments, Fixed Income, Strategic Partnerships, Strategic Planning, Investments, Valuation, Private Equity, Capital Markets
Education
University of Louisiana at Lafayette 2001 — 2003
Bachelor's Degree, Business Administration and Management, General
The University of Tennessee at Chattanooga 1999 — 2001
Bachelor’s Degree, Business Administration and Management, General
Colegio Renascenca 1995 — 1997
High School
Cardinal Gibbons High School 1994 — 1995
Braddock Financial May 2013 - Present
Private Family Office May 2011 - May 2013
Wellbridge October 2006 - May 2011
Merrill Lynch January 2004 - September 2006
Skills
Wealth Management, Portfolio Management, Finance, Management, Business Development, Marketing, Hedge Funds, Leadership, Entrepreneurship, New Business Development, Business Strategy, Budgets, Asset Management, Negotiation, International Business, Business Networking, Financial Analysis, Market Analysis, Structured Finance, Bonds, Offshore Operations, Wall Street, Alternative Investments, Fixed Income, Strategic Partnerships, Strategic Planning, Investments, Valuation, Private Equity, Capital Markets
Education
University of Louisiana at Lafayette 2001 — 2003
Bachelor's Degree, Business Administration and Management, General
The University of Tennessee at Chattanooga 1999 — 2001
Bachelor’s Degree, Business Administration and Management, General
Colegio Renascenca 1995 — 1997
High School
Cardinal Gibbons High School 1994 — 1995
Josh A. Gitlitz Josh A. Gitlitz's Braddock Financial Experience May 2006 - August 2006
Job Partner, Community Holdings Corp.
Industry Financial Services
Experience
Community Holdings Corp January 2015 - Present
Clarksons November 2013 - December 2014
ANZ January 2012 - September 2013
JH Whitney Investment Management August 2010 - January 2011
Stout Street Funding, LLC March 2009 - August 2009
SHVO August 2007 - January 2009
Braddock Financial May 2006 - August 2006
Skills
Private Equity, Due Diligence, Investment Banking, Bloomberg, Real Estate, Corporate Finance, Capital Markets, Portfolio Management, Valuation, Hedge Funds, Financial Modeling, Financial Analysis, Trading, Investments, Equities, Derivatives, Operations Management
Education
Columbia University - Columbia Business School 2009 — 2011
MBA, Security Pricing ; Entrepreneurship
Tulane University/Semester at Sea 2003 — 2007
BS, Finance, General
Saint Mark's School 1999 — 2003
High School Diploma
Community Holdings Corp January 2015 - Present
Clarksons November 2013 - December 2014
ANZ January 2012 - September 2013
JH Whitney Investment Management August 2010 - January 2011
Stout Street Funding, LLC March 2009 - August 2009
SHVO August 2007 - January 2009
Braddock Financial May 2006 - August 2006
Skills
Private Equity, Due Diligence, Investment Banking, Bloomberg, Real Estate, Corporate Finance, Capital Markets, Portfolio Management, Valuation, Hedge Funds, Financial Modeling, Financial Analysis, Trading, Investments, Equities, Derivatives, Operations Management
Education
Columbia University - Columbia Business School 2009 — 2011
MBA, Security Pricing ; Entrepreneurship
Tulane University/Semester at Sea 2003 — 2007
BS, Finance, General
Saint Mark's School 1999 — 2003
High School Diploma
Greg Seals, CFA Greg Seals, CFA's Braddock Financial Experience January 2013 - Present
Job Portfolio Specialst at Braddock Financial
Industry Financial Services
Experience
Braddock Financial January 2013 - Present
University of Colorado at Boulder November 2011 - December 2012
CFA Institute April 2008 - November 2010
Smith Breeden Associates June 1994 - March 2008
Skills
Portfolio Management, Asset Management, Fixed Income, Credit, MBS, Asset Managment, Hedge Funds, Investments, Bloomberg, Trading, Alternative Investments, Equities, Capital Markets, Finance, Derivatives, Valuation, Financial Modeling
Education
California State University-Chico 1985 — 1991
BS, Finance
California State University-Chico
MBA
Braddock Financial January 2013 - Present
University of Colorado at Boulder November 2011 - December 2012
CFA Institute April 2008 - November 2010
Smith Breeden Associates June 1994 - March 2008
Skills
Portfolio Management, Asset Management, Fixed Income, Credit, MBS, Asset Managment, Hedge Funds, Investments, Bloomberg, Trading, Alternative Investments, Equities, Capital Markets, Finance, Derivatives, Valuation, Financial Modeling
Education
California State University-Chico 1985 — 1991
BS, Finance
California State University-Chico
MBA
Beth Burfeind's Braddock Financial Experience December 2012 - June 2014
Job Economic Development Coordinator at Greater Austin Chamber of Commerce
Industry Executive Office
Experience
Greater Austin Chamber of Commerce September 2015 - Present
Denver Metro Chamber of Commerce June 2014 - September 2015
Braddock Financial December 2012 - June 2014
Allonhill April 2011 - December 2012
The Corner Office in The Curtis Hotel November 2009 - May 2011
Jeremy Bloom's Wish of a Lifetime September 2009 - August 2010
Skills
Microsoft Excel, Event Management, Training, Customer Service, Non-profits, Microsoft Office, Outlook, Analysis, Financial Analysis, Access, Sales, Public Relations, Process Improvement, Nonprofits, Project Planning, Leadership, Microsoft Word, PowerPoint, Social Media, Time Management, Human Resources, Event Planning, Data Analysis, Fundraising
Education
Metropolitan State University of Denver 2008 — 2010
BA Journalism, News Editorial, minor in Art History
Colorado State University 2005 — 2007
Technical Journalism
Silver Creek High School 2001 — 2005
High School Diploma
Greater Austin Chamber of Commerce September 2015 - Present
Denver Metro Chamber of Commerce June 2014 - September 2015
Braddock Financial December 2012 - June 2014
Allonhill April 2011 - December 2012
The Corner Office in The Curtis Hotel November 2009 - May 2011
Jeremy Bloom's Wish of a Lifetime September 2009 - August 2010
Skills
Microsoft Excel, Event Management, Training, Customer Service, Non-profits, Microsoft Office, Outlook, Analysis, Financial Analysis, Access, Sales, Public Relations, Process Improvement, Nonprofits, Project Planning, Leadership, Microsoft Word, PowerPoint, Social Media, Time Management, Human Resources, Event Planning, Data Analysis, Fundraising
Education
Metropolitan State University of Denver 2008 — 2010
BA Journalism, News Editorial, minor in Art History
Colorado State University 2005 — 2007
Technical Journalism
Silver Creek High School 2001 — 2005
High School Diploma
Kevin Ahern's Braddock Financial Experience February 2005 - April 2008
Job Managing Partner at Colorow Partners, LLC
Industry Management Consulting
Experience
Colorow Partners, LLC April 2008 - Present
Braddock Financial February 2005 - April 2008
CoBiz Financial January 2000 - January 2005
Sterling Partners April 1997 - January 2000
ING Investment Mangement December 1991 - April 1997
Education
The University of Connecticut School of Business 1989 — 1992
MBA, Finance
University of Northern Colorado 1981 — 1985
BS, Finance and Insurance
Colorow Partners, LLC April 2008 - Present
Braddock Financial February 2005 - April 2008
CoBiz Financial January 2000 - January 2005
Sterling Partners April 1997 - January 2000
ING Investment Mangement December 1991 - April 1997
Education
The University of Connecticut School of Business 1989 — 1992
MBA, Finance
University of Northern Colorado 1981 — 1985
BS, Finance and Insurance
Katie Kucera, CMA's Braddock Financial Experience September 2008 - September 2011
Job Manager of Revenue Integrity
Industry Hospital & Health Care
Experience
Renown Health July 2015 - Present
Renown Health September 2011 - July 2015
Braddock Financial September 2008 - September 2011
IRI Golf Group August 2006 - August 2008
Next Proteins August 2004 - August 2006
Skills
Financial Analysis, Financial Reporting, Accounting, Variance Analysis, Account Reconciliation, Accounts Payable, QuickBooks, Customer Service, Financial Statements, Cash Management, General Ledger, Internal Controls, Microsoft Excel, Financial Accounting, Auditing, Budgets, Microsoft Office, GAAP, Cash Flow, PowerPoint, Outlook, Due Diligence, Payroll, Finance, Forecasting, Analysis
Education
The University of Montana - School of Business Administration 2001 — 2003
Bachelor's degree, Finance, General
University of Montana 2001 — 2003
BS in Business Administration, Finance
Renown Health July 2015 - Present
Renown Health September 2011 - July 2015
Braddock Financial September 2008 - September 2011
IRI Golf Group August 2006 - August 2008
Next Proteins August 2004 - August 2006
Skills
Financial Analysis, Financial Reporting, Accounting, Variance Analysis, Account Reconciliation, Accounts Payable, QuickBooks, Customer Service, Financial Statements, Cash Management, General Ledger, Internal Controls, Microsoft Excel, Financial Accounting, Auditing, Budgets, Microsoft Office, GAAP, Cash Flow, PowerPoint, Outlook, Due Diligence, Payroll, Finance, Forecasting, Analysis
Education
The University of Montana - School of Business Administration 2001 — 2003
Bachelor's degree, Finance, General
University of Montana 2001 — 2003
BS in Business Administration, Finance
Brandon Jundt's Braddock Financial Experience May 2004 - March 2008
Job
Industry Investment Management
Experience
Wynkoop LLC May 2009 - Present
Merced Capital (formerly EBF & Associates) March 2008 - May 2009
Braddock Financial May 2004 - March 2008
Skills
Management, New Business Development, Trading, Strategic Planning, Sales, Fixed Income
Education
University of Denver 1999 — 2002
Bachelor of Science (B.S.), Finance, General
Wynkoop LLC May 2009 - Present
Merced Capital (formerly EBF & Associates) March 2008 - May 2009
Braddock Financial May 2004 - March 2008
Skills
Management, New Business Development, Trading, Strategic Planning, Sales, Fixed Income
Education
University of Denver 1999 — 2002
Bachelor of Science (B.S.), Finance, General
Emily Randell's Braddock Financial Experience October 2011 - Present
Job Fund Accounting Manager at Braddock Financial Corp
Industry Financial Services
Experience
Braddock Financial October 2011 - Present
ALPS Price Meadows May 2008 - September 2011
Forest Oil February 2008 - April 2008
JPMorgan, Asset and Wealth Management May 2005 - June 2006
Bank of the West (formerly known May 2004 - August 2004
Education
University of Colorado Boulder - Leeds School of Business 2003 — 2007
BS in Business Administration, Finance
Braddock Financial October 2011 - Present
ALPS Price Meadows May 2008 - September 2011
Forest Oil February 2008 - April 2008
JPMorgan, Asset and Wealth Management May 2005 - June 2006
Bank of the West (formerly known May 2004 - August 2004
Education
University of Colorado Boulder - Leeds School of Business 2003 — 2007
BS in Business Administration, Finance
Cory Lambert's Braddock Financial Experience June 2006 - February 2010
Job Vice President Data & Analytics at BlackBox Logic, LLC
Industry Capital Markets
Experience
BlackBox Logic, LLC February 2010 - Present
Braddock Financial June 2006 - February 2010
Skills
Financial Modeling, Financial Analysis, Credit Analysis, Bloomberg, Analytics, Valuation, Fixed Income, Asset Management
Education
University of Northern Colorado
BS, Business Administration - Finance, Minor in Economics
BlackBox Logic, LLC February 2010 - Present
Braddock Financial June 2006 - February 2010
Skills
Financial Modeling, Financial Analysis, Credit Analysis, Bloomberg, Analytics, Valuation, Fixed Income, Asset Management
Education
University of Northern Colorado
BS, Business Administration - Finance, Minor in Economics
Dan Resnick's Braddock Financial Experience May 2011 - Present
Job Analyst and Investor Service Specialist at Braddock Financial
Industry Investment Management
Experience
Braddock Financial May 2011 - Present
Skills
Bloomberg, Asset Management, Fixed Income, Strategic Planning, Management, Investments, Marketing, Customer Service, Public Speaking, Financial Analysis
Education
University of Colorado at Boulder 2006 — 2010
BS, Psychology
Braddock Financial May 2011 - Present
Skills
Bloomberg, Asset Management, Fixed Income, Strategic Planning, Management, Investments, Marketing, Customer Service, Public Speaking, Financial Analysis
Education
University of Colorado at Boulder 2006 — 2010
BS, Psychology
Elgin Marsted's Braddock Financial Experience 2006 - 2008
Job Vice President at Asset Consulting Group
Industry Investment Management
Experience
Asset Consulting Group 2012 - Present
Platte River Capital 2010 - 2012
Braddock Financial 2006 - 2008
Hanover Square Associates 2000 - 2006
Skills
Hedge Funds, Investment Advisory, Alternative Investments, Asset Allocation, Investment Strategies
Education
Montana State University-Bozeman
Asset Consulting Group 2012 - Present
Platte River Capital 2010 - 2012
Braddock Financial 2006 - 2008
Hanover Square Associates 2000 - 2006
Skills
Hedge Funds, Investment Advisory, Alternative Investments, Asset Allocation, Investment Strategies
Education
Montana State University-Bozeman
Erin Levy's Braddock Financial Experience June 2007 - May 2008
Job Accounting and Budget Manager at Exclusive Resorts
Industry Hospitality
Experience
Exclusive Resorts September 2012 - Present
Exclusive Resorts June 2008 - September 2012
Braddock Financial June 2007 - May 2008
Eastern Virginia Medical School October 2003 - April 2007
Skills
Forecasting, Budgets, Microsoft Office, Microsoft Excel, Microsoft Dynamics AX, Budget Analysis, Analysis, Accounting, Account Reconciliation
Education
Central Washington University 1993 — 1997
Bachelor of Science (BS), Parks, Recreation and Leisure Facilities Management
Exclusive Resorts September 2012 - Present
Exclusive Resorts June 2008 - September 2012
Braddock Financial June 2007 - May 2008
Eastern Virginia Medical School October 2003 - April 2007
Skills
Forecasting, Budgets, Microsoft Office, Microsoft Excel, Microsoft Dynamics AX, Budget Analysis, Analysis, Accounting, Account Reconciliation
Education
Central Washington University 1993 — 1997
Bachelor of Science (BS), Parks, Recreation and Leisure Facilities Management
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY