Bullrun Financial

Description

Address: 3949 Pender Dr Suite 200, Fairfax, VA 22030 Hours: Closed ⋅ Opens 9AM Wednesday9AM–6PMThursday9AM–6PMFriday9AM–6PMSaturday9AM–12PMSundayClosedMonday9AM–6PMTuesday9AM–6PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (571) 350-9222Category: : : Place name: Website: : : : : Website: http://www.bullrunfg.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a questionPopular times Wednesdays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. : 6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aClosed Sundays—pick another dayNot enough data yet for SaturdaysHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on ThursdaysHistogram showing popular times on Fridays Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Bull Run Financial Group Posting publicly on the Web Write a review Reviews Be the first to review From Bull Run Financial Group Unable to add this file. Please check that it is a valid photo. "Contact us for a complimentary consultation. At Bull Run Financial Group, we focus on retirement income strategies, portfolio management, tax managed strategies, risk management, and estate planning to name a few. Our independent affiliations allow...More "Contact us for a complimentary consultation. At Bull Run Financial Group, we focus on retirement income strategies, portfolio management, tax managed strategies, risk management, and estate planning to name a few. Our independent affiliations allow us to stay client-centric and product neutral. We work with you to provide comprehensive planning and ongoing management. Whether it’s in-depth planning or meeting a specific goal, every client has the benefit of completing our six step process. Many of our local clients include small business owners, federal government employees, government contractors, or IT service providers. At Bull Run Financial Group, we work with you & for you."

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Bullrun Financial Employees

Employee
Years
Job
Industry
Robert Witterschein Robert Witterschein Bend, Oregon Details
Robert Witterschein's Bullrun Financial Experience May 2004 - September 2006
Job Financial Analyst at Deschutes Brewery
Industry Food & Beverages
Experience
Deschutes Brewery  August 2015 - Present
St. Charles Health System  March 2014 - August 2015
Bloomberg LP  December 2009 - March 2014
Bloomberg LP  September 2006 - December 2009
Bullrun Financial   May 2004 - September 2006

Skills
Fixed Income, Finance, Integration, Commodity, Bloomberg, Derivatives, Bloomberg Terminal, Financial Markets, Microsoft Excel, Trading, Commodity Markets, Analytics, Portfolio Management, Financial Analysis, Hedge Funds, Equities, Analysis

Education
La Salle University   2011 — 2013
Master of Business Administration (M.B.A.)

The College of New Jersey   2002 — 2006
Bachelor of Science (BS), Finance, General

Kate Wells Kate Wells Greater New York City Area Details
Kate Wells's Bullrun Financial Experience August 2005 - May 2006
Job AIS Regulatory Control Specialist at BNY Mellon
Industry Information Technology and Services
Experience
BNY Mellon  July 2013 - Present
HBMJ Consulting  June 2007 - July 2013
Performance Plus, Inc.   May 2006 - May 2007
Bullrun Financial   August 2005 - May 2006

Skills
Accounting, Integration, Hedge Funds, Bloomberg, Equities, Requirements Gathering, Business Analysis, Financial Reporting, Derivatives, Business Process, Fixed Income, Alternative Investments, SQL, RSL, G/L Reconciliations, P&L reconciliation, Prime Brokerage, Securities, Fund Accounting, Requirements Analysis, Trading Systems, Market Data, Financial Services, Trading, P&L Management

Education
The College of New Jersey   2003 — 2007
Bachlor of Science in Business Administration, Finance

BRHS   1999 — 2003

Stephen Chance Stephen Chance Greater New York City Area Details
Stephen Chance's Bullrun Financial Experience October 2003 - September 2006
Job Vice President, Director of Sales at Princeton Financial Systems (A State Street Company)
Industry Financial Services
Experience
Princeton Financial Systems  July 2011 - Present
Albridge, an Affiliate of Pershing  September 2006 - July 2011
Bullrun Financial   October 2003 - September 2006
Lockwood Advisors, Inc.   February 2001 - October 2003

Skills
Financial Services, Investments, Lead Generation, Portfolio Management, Selling, Mutual Funds, Asset Managment, Sales Management, Business Development, Wealth Management, Relationship Management, Salesforce.com, Management, Marketing, Asset Management, Building Relationships, Leadership, Chatter, Miller Heiman, Miller-Heiman Strategic..., Executive Management, Business Analysis, Miller Heiman Sales..., Finance, Start-ups

Education
The Pennsylvania State University   1996 — 2000
B.S., Finance

Niskayuna High School   1993 — 1996
Regents Diploma, Honors/Regents High School/Secondary Diploma Program

Sycamore High School   1992 — 1993

David Rossien David Rossien Greater New York City Area Details
David Rossien's Bullrun Financial Experience November 2006 - February 2010
Job President at Princeton FinTech Advisors
Industry Information Technology and Services
Experience
Princeton FinTech Advisors   October 2013 - Present
Bloomberg Wealth/BloombergBlack   August 2010 - August 2013
Quantal International  July 2009 - August 2010
Bullrun Financial   November 2006 - February 2010
ADVENTIS Corporation   August 1999 - May 2006
Epsilon  1998 - 1999
North American Security Life  1996 - 1998
Fidelity Investments  1994 - 1996
Merrill Lynch  1983 - 1994

Skills
Product Management, Management Consulting, Product Development, Financial Services, Business Strategy, IT Management, IT Strategy, Human Resources, Staff Development, Business Analysis, Big Data Management and..., Strategy, Go-to-market Strategy, Cloud Computing, Analytics, Change Management, CRM, Management, Team Leadership, Project Management, Start-ups, Business Planning, Integration, Program Management, Software Development, Outsourcing, Leadership, Agile Methodologies, Consulting, Telecommunications, ITIL, Strategic Planning, SaaS, Vendor Management, Enterprise Software, Business Intelligence, Professional Services, Mobile Devices, Strategic Partnerships, Databases, Competitive Analysis, PMO, Software Project..., Security, Enterprise Architecture, E-commerce, SDLC, Team Building

Education
University of Pennsylvania (Wharton)
Master of Business Administration (M.B.A.)

University of Pennsylvania
MSEE

University of Pennsylvania
BSEE

Justin Van Til Justin Van Til Portland, Maine Details
Justin Van Til's Bullrun Financial Experience March 2001 - February 2004
Job Principal at Prudent Acceleration
Industry Management Consulting
Experience
Prudent Acceleration   September 2015 - Present
Gold Frontiers, LLC.   May 2012 - Present
Island Light Capital   January 2012 - August 2015
Fore Street Advisory Solutions   November 2011 - November 2013
New Frontier Advisors  September 2010 - October 2011
Smartleaf, Inc.   March 2005 - September 2010
Bullrun Financial   March 2001 - February 2004
Asset Sciences Inc.   1999 - 2001
Dalbar  1997 - 1999

Skills
Asset Allocation, Asset Management, Hedge Funds, Wealth Management, Portfolio Management, Asset Managment, Securities, Investments, Strategy, Investment Advisory, Trading, Financial Advisory, High Net Worth..., Investment Management, Financial Modeling, Fixed Income, Equities, Mutual Funds, Investment Strategies, Series 7, Series 63, ETFs, Private Equity, Strategic Financial..., Financial Services, Equity Research, Alternative Investments, Risk Management, Capital Markets

Education
Colby College   1991 — 1995
BA, Economics

Babson College   2001 — 2004
MBA, Entrepreneurship

Trushar Mehta Trushar Mehta Greater New York City Area Details
Trushar Mehta's Bullrun Financial Experience September 2005 - April 2009
Job Data Operations Supervisor at PIMCO
Industry Financial Services
Experience
PIMCO  December 2012 - Present
Allianz Asset Management  July 2009 - December 2012
Bullrun Financial   September 2005 - April 2009

Skills
SQL, Data Analysis, Java, Databases, Analysis, Unix, XML, Oracle

Education
Fairleigh Dickinson University   1999 — 2005
Masters, Computer Science

Nicholas Stewart Nicholas Stewart Greater New York City Area Details
Nicholas Stewart's Bullrun Financial Experience September 2007 - March 2009
Job Partner at The DeRosa Group
Industry Marketing and Advertising
Experience
The DeRosa Group   June 2009 - Present
New Jersey Historic Living LLC   September 2007 - Present
Bullrun Financial   September 2007 - March 2009
GAF Materials Corporation  June 2006 - July 2007
United States Navy  August 2004 - June 2006

Skills
Program Management, Management, Contract Negotiation, Process Improvement, Marketing, Business Strategy, Public Speaking, Sales, Manufacturing, Investments, Leadership, Team Leadership, Business Development, Risk Management, Negotiation, Portfolio Management, New Business Development, Analysis, Management Consulting, Start-ups, Operations Management, Change Management, Real Estate, Strategy, Strategic Planning, Executive Management, Project Management, Financial Analysis, Team Building, Asset Managment

Education
United States Naval Academy   2000 — 2004
Bachelor of Science, Economics

The Gunnery   1999 — 2000

The Hun School of Princeton   1995 — 1999

Cecilia Zhu Cecilia Zhu Greater New York City Area Details
Cecilia Zhu's Bullrun Financial Experience April 2001 - June 2007
Job Data Analyst at Albridge Solutions
Industry Computer Software
Experience
Albridge Solutions  June 2007 - Present
Bullrun Financial   April 2001 - June 2007
IBM  October 1998 - October 2001

Education
New Jersey Institute of Technology
BS

Jeffrey Negrete Jeffrey Negrete Greater New York City Area Details
Jeffrey Negrete's Bullrun Financial Experience 2002 - 2006
Job Global Head of Technology Infrastructure
Industry Financial Services
Experience
Parsons Brinckerhoff  April 2013 - Present
Kohlberg Kravis Roberts & Co.   September 2007 - April 2013
PwC  January 2007 - September 2007
Bullrun Financial   2002 - 2006
Xigo Inc.   1999 - 2000
Robertson Stephens  1994 - 1999

Skills
IT Strategy, Hedge Funds, Fixed Income, Trading Systems, Equities, Investment Banking, Capital Markets, Asset Managment, Private Equity, Mergers, Process Improvement, Management Consulting, Financial Services, Software Development, SDLC, Leadership, Mergers & Acquisitions, Asset Management, SaaS, Business Analysis, Strategy

Education
Iowa State University
Bachelor's degree, Industrial Engineering

Claudine Martin Claudine Martin Greater Boston Area Details
Claudine Martin's Bullrun Financial Experience 2005 - 2007
Job Senior Vice President Marketing at Scivantage
Industry Financial Services
Experience
Scivantage  September 2015 - Present
State Street  September 2014 - June 2015
Martin Consulting  June 2005 - August 2014
SS&C Technologies  September 2009 - July 2014
InvestEdge, Inc  2007 - 2009
Bullrun Financial   2005 - 2007
Fidelity Investments  1987 - 2002
Thomson Financial  1990 - 1994

Skills
CRM, Product Marketing, Business Development, Financial Services, Project Management, Marketing Strategy, Training, Business Analysis, Management, Strategy, Product Development, Sales Operations, Strategic Planning, Salesforce.com, Portfolio Management, Solution Selling, Banking, Marketing, Enterprise Software, SaaS

Education
Suffolk University - Sawyer Business School   1991 — 1993
MBA, Computer Information Systems

Babson College   1983 — 1987
BS, Finance & Investments

Joseph Gulotta Joseph Gulotta Greater New York City Area Details
Joseph Gulotta's Bullrun Financial Experience June 2007 - May 2009
Job Manager of Data Services at IPRO
Industry Financial Services
Experience
IPRO  February 2010 - Present
Allianz Global Investors  August 2009 - December 2009
Bullrun Financial   June 2007 - May 2009
CVS  June 2005 - August 2007
Bullrun Financial   January 2007 - June 2007

Skills
SQL, Oracle, Access, Management, Analysis, Data Analysis, Databases, Healthcare, Business Analysis, Marketing

Education
The College of New Jersey   2003 — 2007
BS, Business Administration, Focus in Marketing

Serge Kulakov Serge Kulakov Greater Philadelphia Area Details
Serge Kulakov's Bullrun Financial Experience May 2005 - August 2007
Job Vice President, Data Management at Albridge, an Affiliate of Pershing, A BNY Mellon Company
Industry Financial Services
Experience
Albridge, an Affiliate of Pershing, A BNY Mellon Company   January 2015 - July 2015
Albridge, an Affiliate of Pershing, A BNY Mellon Company   September 2011 - July 2015
Albridge, an Affiliate of Pershing, A BNY Mellon Company   May 2010 - September 2011
Albridge, an Affiliate of Pershing, A BNY Mellon Company   October 2008 - May 2010
Bullrun Financial   May 2005 - August 2007

Skills
Requirements Gathering, Data Analysis, Business Analysis, SDLC, SQL, Fixed Income, Investments, Business Requirements, Process Improvement, Financial Services, Oracle, PL/SQL, Relationship Management, ETL, Mutual Funds, Strategy, Enterprise Architecture, Data Management, Data Quality, Master Data Management, Integration, Business Intelligence, Functional..., Corporate Actions, Relational Databases, TOAD, Finance, Accounting, Derivatives, Options, Functional Design, Performance Reporting, Data Transformation, Equity Research, Wealth Management, Asset Classification, Project Management, Unix

Education
Rutgers, The State University of New Jersey-Camden   2004 — 2008
BS, Finance, 3.75