C&A Consulting LLC
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C&A Consulting LLC Employees
China Merchants Bank December 2013 - Present
China Merchants Securities Co., Ltd. July 2013 - November 2013
C&A Consulting LLC September 2012 - December 2012
China Minmetals Group, Minmetals Securities Co. May 2012 - September 2012
Citi September 2010 - January 2011
Industrial Bank Co. June 2010 - September 2010
Jiangshan Hotel June 2009 - September 2009
Skills
Financial Modeling, Economics, Financial Analysis, Quantitative Analytics, Corporate Finance, Public Speaking, Industry Analysis, Dance, Asset Managment, Mandarin, Valuation, Bloomberg, Stata, Investment Banking, Chinese politics, Chinese Herbal Medicine, Tourism Management, Asian Cuisine
Education
New York University 2011 — 2013
M.A. in Economics, Finance and Economics, 3.78
Frankfurt School of Finance and Management 2011 — 2011
Summer Research Academy, Development Finance
Sun Yat-Sen University 2007 — 2011
B.S. in Economics and Finance, Finance, Economics, 3.70
Zhixin High School 2004 — 2007
Navint Partners, LLC May 2014 - Present
LJW Consulting Inc. January 2014 - Present
C&A consulting LLC October 2009 - December 2013
The Blackstone Group May 2008 - November 2009
Nomura Securities 2003 - 2007
ING 1990 - 2003
ING Barings 1990 - 2003
Furman Selz 1990 - 1998
Drexel Burnham Lambert 1981 - 1990
Spicer Oppenheim 1977 - 1981
Skills
Equities, Financial Services, Hedge Funds, Fixed Income, Financial Risk, Program Management, Capital Markets, Asset Management, Strategy, Management, Finance, Strategic Financial..., Private Equity, Financial Modeling, Alternative Investments, Cash Management, Financial Analysis, Investment Banking, Mergers, Portfolio Management, Securities, Mergers & Acquisitions, Financial Planning
Education
University at Albany, SUNY
Blue State Digital January 2015 - Present
Blue State Digital September 2014 - Present
Blue State Digital September 2013 - December 2014
Blue State Digital June 2013 - August 2013
Cause - The PhilanthroPub January 2013 - May 2013
Purpose Beverages, Inc. July 2012 - December 2012
Amnesty International USA June 2012 - August 2012
U.S. Department of State May 2011 - August 2011
C&A Consulting LLC June 2010 - August 2010
International Rescue Committee January 2010 - May 2010
Skills
Facebook, Social Media Outreach, Spanish, Press Releases, Blogging, Social Media, Microsoft Excel, Tumblr, Photoshop, Copy Editing, Marketing, Digital Marketing
Education
American University 2009 — 2013
B.A. International Studies, B.S. Economics
Peking University 2012 — 2012
Study Abroad
Universidad de Granada 2008 — 2008
Study Abroad
York Capital Management January 2011 - Present
C&A Consulting LLC June 2010 - January 2011
York Capital Management June 2010 - January 2011
Avanade November 2007 - August 2008
Fimat (& Newedge - merger of Fimat & Calyon Financial) 2007 - 2007
ING Barings 2002 - 2006
ING Bank N.V. Brazilian Branch 2002 - 2006
ING Group, N.V. 2002 - 2006
ING Financial Services, LLC 1996 - 2006
Education
City University of New York-Baruch College 1976 — 1977
MBA, Information Technology
City University of New York-Brooklyn College
BA, Psychology
Stony Brook University
PMP Certification
Microsoft November 2013 - Present
C&A Consulting LLC 2012 - Present
Kurt Salmon Associates March 2010 - November 2012
Navigant Consulting January 2008 - March 2010
Deloitte LLP January 2000 - January 2008
KPMG Consulting January 1997 - January 2000
KPMG January 1996 - January 1997
Tandem Computers January 1995 - January 1996
US COMPUTER GROUP January 1995 - January 1995
Digital Equipment Corporation January 1983 - January 1995
Skills
Investment Banking, Hedge Funds, Management Consulting, Financial Services, Business Transformation, Outsourcing, Mergers, Strategy, Business Process..., BPO, Professional Services, IT Strategy, Business Strategy, Offshoring, Business Process...
Education
Thomas College, Waterville Maine 1965 — 2017
B.S, Business Administration
Thomas College, Waterville Maine 1966 — 1970
B.S, Business Administration
Thomas College
Bachelor of Business Administration (B.B.A.), Accounting
Berdon LLP December 2014 - Present
C&A Consulting LLC March 2013 - September 2014
Iron Harbor Capital Management 2011 - 2012
U.S. Department of the Treasury- Office of the Special Inspector General-TARP May 2009 - November 2010
Credit Suisse 1998 - 2008
Donaldson, Lufkin, and Jenrette (acquired by Credit Susse) 1998 - 2000
Bear Stearns Inc (acquired by JP Morgan) 1994 - 1998
Lehman Brothers 1987 - 1994
Advest, Inc. 1986 - 1987
Skills
Valuation, Hedge Funds, Trading, Equities, Portfolio Management, Derivatives, Risk Management, Market Risk, Fixed Income, Finance, Capital Markets, Financial Risk, Due Diligence, Equity Derivatives, Options, Operational Risk, Alternative Investments, Financial Services
Education
Pace University - Lubin School of Business 1982 — 1984
MBA, Financial Management, with Distinction
Interlaken Management LLC October 2014 - Present
C&A Consulting LLC January 2014 - September 2014
Apollo Residential Mortgage, Inc June 2013 - December 2013
GSM Systems May 2012 - June 2013
Archway Technology Partners January 2011 - May 2012
Archway Technology Partners May 2007 - January 2011
Ball State University Student Programs January 2005 - May 2007
University of Notre Dame May 2004 - August 2006
Skills
Financial Reporting, Accounting, Account Reconciliation, Financial Analysis, Analysis, Financial Accounting, Hedge Funds, Payroll, Investments, Strategy, Accounts Payable, Accounts Receivable, Alternative Investments, Private Equity, Management, Data Analysis, General Ledger, Software Project..., Partnership Accounting, Trust Accounting, Performance Reporting, Software Implementation, Inventory Control, Portfolio Management, Salesforce.com, WebFilings, SOX Compliancy, SEC filings, Business Planning, Requirements Gathering, Microsoft Excel, Microsoft Office, Budgets, Equities, Business Analysis, Business Development, Project Management, Leadership
Education
Ball State University 2002 — 2007
Bachelor of Arts, Corporate Finance Management; Financial Institutions, and Dance Performance
GoDaddy June 2015 - Present
C&A Consulting LLC 2012 - 2012
Industrial Bank Co. China July 2011 - August 2011
Credit Suisse July 2010 - August 2010
Skills
Photoshop, Illustrator, HTML/CSS, Rapid Prototyping, Axure RP, Sketch 3, InVision, Proto.IO, After Effects, Premiere Pro, Keynote, Due Diligence, Research, Bloomberg, PowerPoint, Microsoft Excel, Data Analysis, Financial Modeling
Education
Parsons School of Design 2014 — 2016
Master of Fine Arts (MFA), Design and Technology, 3.85
New York University 2010 — 2013
BA, Economics, 3.95
Boston University 2009 — 2010
Tumblr October 2013 - May 2014
PrivCo February 2013 - July 2013
C&A Consulting LLC September 2011 - December 2011
Dolphin Equities February 2011 - November 2011
Mike Lin Graphic Workshop June 2008 - August 2010
Skills
Financial Analysis, Financial Modeling, Business Strategy, Photoshop, Competitive Analysis, Microsoft Office, Digital Marketing, Social Media Marketing, Data Analytics, Market Research, PowerPoint, Data Analysis
Education
New York University - Leonard N. Stern School of Business 2009 — 2012
Bachelor of Science (B.S.), Finance and Management
Penn State University 2008 — 2009
Finance
Allendale Columbia School 2001 — 2008
Strategy&, part of the PwC network (formerly Booz & Company) February 2015 - Present
Space Race, LLC January 2010 - Present
C&A Consulting LLC September 2012 - January 2015
Newmarket Press January 2011 - December 2011
Beacon Capital Markets, LLC July 2004 - December 2010
Tefen USA December 2001 - June 2004
Etrana, Inc. February 2000 - November 2001
Booz-Allen & Hamilton October 1998 - February 2000
Pepsi-Cola Company International June 1997 - August 1997
Skills
Business Development, Capital Raising, Sales, Management, Due Diligence, Entrepreneur, Operations Management, Start-ups, Strategic Partnerships, Business Strategy, Mergers, Management Consulting, Financial Modeling, Entrepreneurship, Strategic Planning, Analytics, Mergers & Acquisitions, Executive Management, Market Research, Leadership, Marketing, Mobile Devices
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Finance and Marketing
The University of Chicago 1987 — 1991
BA/MA, Latin American Studies
Wall Street Solutions Group, Inc. October 2010 - Present
CassWorld.com June 1997 - Present
CA Consulting, LLC February 2009 - October 2010
Strategic Growth International - Investor Relations Inc. February 2008 - October 2009
The Beryl Consulting Group, LLC July 2007 - February 2008
Cornell Capital September 2004 - July 2005
Computer Intelligence Group, Inc. January 1992 - July 2005
Kidder, Peabody January 1987 - January 1991
Dean Witter Reynolds January 1984 - January 1987
Skills
Hedge Funds, MBS, Stock Valuation, Alternative Investments, Equities, Investments, Asset Managment, Private Equity, Capital Markets, Valuation, Fixed Income, Portfolio Management, Financial Modeling, Trading, Investment Banking, Derivatives, Emerging Markets, Venture Capital, Investment Strategies, Investor Relations, Asset Allocation, Asset Management, Bloomberg, Bonds, Business Development, Capital, Commodity, Corporate Development, Corporate Finance, Electronic Trading, Due Diligence, Entrepreneurship, Equity Derivatives, Equity Research, Equity Trading, Equity Valuation, Finance, Financial Markets, Financial Services, Funding, Financial Analysis, Financial Structuring, Hedging, IPO, Investment Advisory, Investment Management, Mergers, Mergers & Acquisitions, Mutual Funds, Project Finance
Education
SUNY Binghamton 1980 — 1983
BS
MindQuire 2014 - Present
C&A Consulting LLC 2011 - 2013
Morgan Stanley 2005 - 2011
Carnegie Mellon University 2001 - 2004
Deloitte 2000 - 2000
Travelers Life & Annuity 1997 - 1997
Skills
Risk Management, Financial Analysis, Analytics, Financial Services, Hedge Funds, Private Equity, Data Mining, Management Consulting, Financial Modeling, Capital Markets, Data Analysis, Statistics, Data Science, Technology Management, Entrepreneurship, Privacy Law, Data Privacy, HIPAA, IT Infrastructure...
Education
Carnegie Mellon University 2001 — 2004
Doctor of Philosophy (PhD) - ABD, Economics, Informaton Technology Management, Data Privacy & Security
Brigham Young University - Marriott School of Management 1998 — 2001
MSIM, Information Technology Management, Research Track
Brigham Young University 1994 — 1998
Bachelor's Degree, Statistics and Actuarial Science
GFY Capital August 2012 - Present
Sony/ATV May 2012 - August 2012
C&A Consulting LLC December 2010 - May 2012
IDT Energy March 2008 - June 2009
JPMorganChase January 2006 - March 2008
Accenture September 2001 - January 2006
SC Restaurants May 2004 - May 2005
Skills
Financial Modeling, Financial Analysis, Risk Management, Strategy, Management, Business Analysis, Portfolio Management, Project Management
Education
Cornell University 1997 — 2001
Bachelors of Science, Operations Research and Industrial Engineering - Concentration in Financial Engineering
Worcester Polytechnic Institute November 2011 - Present
C&A Consulting LLC November 2011 - December 2014
Cold Chain Technologies February 2009 - October 2011
Worcester Polytechnic Institute July 2008 - October 2011
Worcester Polytechnic Institute September 2004 - May 2008
ENEA December 2002 - August 2004
Skills
Fortran, Simulations, CFD, Heat Transfer, Numerical Analysis, R&D, Fluid Dynamics, Finite Element Analysis, Thermal Analysis, Mechanical Engineering, Modeling, Engineering, Optimization
Education
Worcester Polytechnic Institute 2004 — 2008
Ph. D, Mechanical Engineering
Worcester Polytechnic Institute
Ph. D, Mechanical
Università degli Studi di Roma 'La Sapienza' 1995 — 2002
Laurea ( MS), aeronautical engineering
University of Rome
Bachelor and Master
Liceo Scientifico L. Pasteur
Scuola media Ludovico Ariosto
CA Consulting, LLC April 2015 - Present
Aimia Inc September 2012 - March 2015
Best Buy April 2012 - September 2012
CA Consulting, LLC June 2004 - March 2012
Oracle Corporation October 2000 - May 2004
Robert Half Management Resources June 1998 - July 2000
Builders Design Center 1994 - 1998
Confederation Treasury Services Limited 1990 - 1994
Walwyn Stodgell Cochran Murray, Ltd. 1986 - 1989
Deloitte Haskins & Sells 1981 - 1986
Skills
Project Management, Business Objects, Cross-functional Team..., Business Intelligence, Business Process..., Business Analysis, EPM, ERP, Essbase, Management Consulting, Hyperion Enterprise, Analytics, Resource Management, Data Integration, Data Warehousing, Change Management, Financial Services, IT Strategy, SDLC, Pre-sales, Management, Data Migration
Education
McMaster University 1979 — 1981
MBA, Finance and Accounting
McMaster University 1976 — 1979
B.Sc., Chemistry
J.P. Morgan May 2012 - Present
C&A Consulting LLC May 2009 - April 2012
BlueMountain Capital Management June 2005 - September 2008
Commerzbank Capital Markets Corporation 2000 - 2005
Education
Quinnipiac University 1998 — 2002
BA, Mathematics
C&A Consulting LLC September 2014 - Present
Lynnes Subaru May 2014 - September 2014
Lynnes Nissan Subaru September 2012 - April 2014
C&A Consulting LLC January 2012 - August 2012
C&A Consulting LLC September 2010 - May 2011
Cerberus Capital Management February 2009 - May 2010
Bank of America July 2007 - February 2009
Charles Schwab November 2006 - July 2007
USTrust Tech & Support Services (subsidiary of Charles Schwab) August 2004 - October 2006
USTrust Tech & Support Services (subsidiary of Charles Schwab) July 2000 - August 2004
Skills
Securities, Portfolio Management, Fixed Income, Equities, Financial Services, Investments, Derivatives, Trading, Mutual Funds, Management, Analysis, Process Improvement, Options, Finance, Settlement, Account Reconciliation, Accounting, Corporate Actions, Business Process, Customer Service, Financial Risk
Education
Rutgers, The State University of New Jersey-Newark 1981 — 1984
B.S., Business Management
Upsala College 1974 — 1976
C&A Consulting LLC September 2010 - Present
Oak Valley Advisors September 2008 - September 2010
The Winter Group 2002 - 2008
Credit Suisse First Boston 2000 - 2002
Credit Suisse 2000 - 2002
DLJ 1989 - 2000
Donaldson, Lufkin & Jenrette 1989 - 2000
Drexel Burnham Lambert 1984 - 1989
Skills
Capital Markets
Education
State University of New York - System 1975 — 1979
BA in accounting
Topwater Capital Division of Leucadia Asset Management LLC April 2012 - Present
C&A Consulting LLC January 2012 - May 2012
Level Global Investors March 2006 - May 2011
IMS Consulting Partners Inc. April 2005 - January 2006
Och-Ziff Capital Management September 1999 - March 2005
Farallon Capital Management July 1998 - July 1999
SBC Warburg January 1997 - July 1998
Schulte Roth & Zabel LLP 1993 - 1997
Skills
Hedge Funds, Securities Regulation, SEC, Prime Brokerage, Due Diligence, Private Equity, FINRA, Equities, Alternative Investments, Securities, Portfolio Management, Asset Management, Derivatives, Fixed Income, Capital Markets
Education
State University of New York at Albany 1978 — 1982
Angelo, Gordon & Co. September 2011 - Present
C&A Consulting LLC October 2009 - Present
York Capital Management October 2009 - July 2011
Dodge Printing LLC March 2008 - 2009
CL King & Associates March 2007 - February 2008
First Albany Capital January 2000 - February 2007
First Albany Capital January 1995 - January 2000
First Albany Capital September 1986 - January 1995
Skills
Hedge Funds, Leadership, Change Management, Equities, Management, Strategic Planning, Financial Services, Series 7, Wealth Management, Operations Management, Investments, Securities, Strategy, Capital Markets, Fixed Income, Portfolio Management, Asset Management, Consulting, Investment Banking, Valuation, Private Equity, Financial Modeling
Education
State University of New York College at Cortland 1982 — 1986